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Schwab International DVD ETF (SCHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Summit Asset Management, LLC
DECREASED
Shares596,722 from 600,081
Change-3,359 (-1%)
Value$18.7M (-$303.5K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED
Shares587,270 from 383,253
Change+204,017 (+53%)
Value$18.4M (+$6.3M)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares429,113 from 316,645
Change+112,468 (+36%)
Value$12.8M (+$3.3M)
Filed 2026-10-16
Iron Financial LLC
INCREASED
Shares320,462 from 317,888
Change+2,574 (+1%)
Value$10.1M (-$24.1K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
INCREASED
Shares314,162 from 300,864
Change+13,298 (+4%)
Value$9.9M (+$318.3K)
Filed 2026-10-29
Charles Schwab Trust Co
INCREASED
Shares283,199 from 281,092
Change+2,107 (+1%)
Value$8.9M (-$26.6K)
Filed 2026-10-15
LongView Wealth Management
INCREASED
Shares232,683 from 207,312
Change+25,371 (+12%)
Value$7.3M (+$728.2K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares222,479 from 209,797
Change+12,682 (+6%)
Value$7.0M (+$329.0K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares195,107 from 185,716
Change+9,391 (+5%)
Value$6.1M (+$233.6K)
Filed 2026-11-02
Greg Jennings, LLC
NEW
Shares170,901
Change+170,901
Value$5.4M
Filed 2026-10-19
Fiduciary Alliance LLC
DECREASED
Shares168,899 from 182,031
Change-13,132 (-7%)
Value$5.3M (-$472.4K)
Filed 2026-10-13
Red Mountain Financial, LLC
DECREASED
Shares152,350 from 153,104
Change-754 (0%)
Value$4.8M (-$74.2K)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
INCREASED
Shares148,765 from 136,901
Change+11,864 (+9%)
Value$4.7M (+$327.4K)
Filed 2026-10-23
LeConte Wealth Management, LLC
DECREASED
Shares140,443 from 160,178
Change-19,735 (-12%)
Value$4.4M (-$672.5K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares137,398 from 102,865
Change+34,533 (+34%)
Value$4.3K (-$3.3M)
Filed 2026-11-02
Farrow Financial, Inc.
INCREASED
Shares128,039 from 126,377
Change+1,662 (+1%)
Value$4.0M (+$10.5K)
Filed 2026-10-30
Noble Family Wealth, LLC
INCREASED
Shares112,675 from 112,522
Change+153 (+0%)
Value$3.5M (-$32.3K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares84,140 from 81,694
Change+2,446 (+3%)
Value$2.3M (+$36.2K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares70,468 from 68,372
Change+2,096 (+3%)
Value$2.2M (+$43.3K)
Filed 2026-11-02
Apollon Wealth Management, LLC
NEW
Shares68,247
Change+68,247
Value$2.1M
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares68,216 from 66,171
Change+2,045 (+3%)
Value$2.1M (+$42.4K)
Filed 2026-10-08
Creative Planning
INCREASED
Shares65,487 from 50,684
Change+14,803 (+29%)
Value$2.1M (+$448.1K)
Filed 2026-11-02
First Merchants Corp
DECREASED
Shares64,014 from 65,364
Change-1,350 (-2%)
Value$2.0M (-$64.0K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares58,794 from 59,034
Change-240 (0%)
Value$1.8M (-$27.0K)
Filed 2026-11-04
CrossGen Wealth, LLC
INCREASED
Shares58,637 from 38,899
Change+19,738 (+51%)
Value$1.8M (+$606.9K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares54,677 from 52,335
Change+2,342 (+4%)
Value$1.7M (+$56.3K)
Filed 2026-10-13
Eagle Harbor Asset Management Inc
INCREASED
Shares52,196 from 51,970
Change+226 (+0%)
Value$1.6M (-$10.1K)
Filed 2026-10-21
Copper Harbor Investment Advisors, LLC
INCREASED
Shares49,129 from 48,971
Change+158 (+0%)
Value$1.5M (-$11.2K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares46,939 from 43,866
Change+3,073 (+7%)
Value$1.5M (+$82.0K)
Filed 2026-10-14
Villere ST Denis J & Co LLC
INCREASED
Shares44,346 from 43,246
Change+1,100 (+3%)
Value$1.4M (+$20.3K)
Filed 2026-11-04
Embree Financial Group
DECREASED
Shares43,511 from 43,654
Change-143 (0%)
Value$1.4M (-$18.9K)
Filed 2026-10-22
Seek First Inc.
DECREASED
Shares42,796 from 44,188
Change-1,392 (-3%)
Value$1.3M (-$58.3K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED
Shares41,817 from 40,186
Change+1,631 (+4%)
Value$1.3M (+$38.0K)
Filed 2026-10-08
Wise Wealth Partners
INCREASED
Shares41,025 from 40,145
Change+880 (+2%)
Value$1.3M (+$14.4K)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares40,995 from 8,948
Change+32,047 (+358%)
Value$1.3M (+$1.0M)
Filed 2026-10-22
Spinnaker Investment Group, LLC
UNCHANGED
Shares40,389 from 40,389
Change0 (0%)
Value$1.3M (-$13.3K)
Filed 2026-10-13
Good Harbor Advisors, Inc.
INCREASED
Shares38,909 from 24,058
Change+14,851 (+62%)
Value$1.2M (+$458.4K)
Filed 2026-10-20
Hidden Cove Wealth Management, LLC
DECREASED
Shares38,530 from 40,093
Change-1,563 (-4%)
Value$1.2M (-$62.3K)
Filed 2026-10-19
Berkeley, Inc
INCREASED
Shares34,305 from 34,259
Change+46 (+0%)
Value$1.1M (-$9.9K)
Filed 2026-10-20
Acorn Wealth Advisors, LLC
INCREASED
Shares33,977 from 28,892
Change+5,085 (+18%)
Value$1.1M (+$150.1K)
Filed 2026-10-19
MFG Investments, LLC
NEW
Shares31,782
Change+31,782
Value$998.0K
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares31,634 from 31,634
Change0 (0%)
Value$993.3K (-$10.4K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
NEW
Shares30,288
Change+30,288
Value$951.1K
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares29,742 from 30,094
Change-352 (-1%)
Value$933.9K (-$21.0K)
Filed 2026-10-13
Orgel Wealth Management, LLC
INCREASED
Shares28,209 from 26,943
Change+1,266 (+5%)
Value$885.8K (+$30.9K)
Filed 2026-10-14
Myecfo, LLC
INCREASED
Shares26,817 from 25,736
Change+1,081 (+4%)
Value$842.1K (+$25.4K)
Filed 2026-10-14
Lodestar Private Asset Management LLC
DECREASED
Shares26,645 from 28,046
Change-1,401 (-5%)
Value$836.7K (-$53.2K)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares25,533 from 25,160
Change+373 (+1%)
Value$804.8K (-$2.3K)
Filed 2026-10-09
Hendershot Investments Inc.
UNCHANGED
Shares23,317 from 23,317
Change0 (0%)
Value$732.2K (-$7.7K)
Filed 2026-11-05
Capital Square, LLC
DECREASED
Shares23,310 from 23,864
Change-554 (-2%)
Value$731.9K (-$33.6K)
Filed 2026-10-19
Landaas & Co
UNCHANGED
Shares23,081 from 23,081
Change0 (0%)
Value$724.7K (-$7.6K)
Filed 2026-10-29
D.B. Root & Company, LLC
DECREASED
Shares21,823 from 30,124
Change-8,301 (-28%)
Value$685.2K (-$270.6K)
Filed 2026-11-04
Mengis Capital Management, Inc.
INCREASED
Shares20,436 from 19,144
Change+1,292 (+7%)
Value$641.7K (+$34.2K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares19,299 from 6,724
Change+12,575 (+187%)
Value$606.0K (+$392.6K)
Filed 2026-10-30
Cowa, LLC
INCREASED
Shares18,905 from 18,852
Change+53 (+0%)
Value$593.6K (-$4.5K)
Filed 2026-10-30
Grandview Asset Management LLC
NEW
Shares17,559
Change+17,559
Value$551.4K
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares17,538 from 17,016
Change+522 (+3%)
Value$550.7K (+$10.8K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$533.8K (-$5.6K)
Filed 2026-10-28
Clarity Capital Advisors, LLC
UNCHANGED
Shares14,577 from 14,577
Change0 (0%)
Value$457.7K (-$4.8K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares14,414 from 14,414
Change0 (0%)
Value$452.6K (-$4.8K)
Filed 2026-10-14
Keystone Financial Group, Inc.
INCREASED
Shares13,612 from 13,479
Change+133 (+1%)
Value$427.4K (-$263)
Filed 2026-10-13
PW Nova Financial Services LLC
DECREASED
Shares13,350 from 15,359
Change-2,009 (-13%)
Value$419.2K (-$68.2K)
Filed 2026-10-15
Hohimer Wealth Management, LLC
INCREASED
Shares12,983 from 12,855
Change+128 (+1%)
Value$407.7K (-$251)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
INCREASED
Shares12,711 from 12,296
Change+415 (+3%)
Value$399.1K (+$9.0K)
Filed 2026-10-27
Financial Perspectives, Inc
INCREASED
Shares12,246 from 11,100
Change+1,146 (+10%)
Value$384.5K (+$32.3K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares12,035 from 4,753
Change+7,282 (+153%)
Value$377.9K (+$227.1K)
Filed 2026-10-16
Carroll Advisory Group, LLC
INCREASED
Shares11,980 from 10,552
Change+1,428 (+14%)
Value$376.2K (+$41.3K)
Filed 2026-10-16
BXM Wealth LLC
UNCHANGED
Shares11,630 from 11,630
Change0 (0%)
Value$365.2K (-$3.8K)
Filed 2026-11-03
Redwood Family Wealth LLC
DECREASED
Shares11,012 from 12,975
Change-1,963 (-15%)
Value$345.8K (-$65.9K)
Filed 2026-10-20
Arsenal Capital Advisors LLC
NEW
Shares10,586
Change+10,586
Value$332.4K
Filed 2026-11-02
North Star Investment Management Corp.
INCREASED
Shares10,309 from 8,785
Change+1,524 (+17%)
Value$323.7K (+$44.9K)
Filed 2026-10-27
Bank of New York Mellon Corp
NEW
Shares10,087
Change+10,087
Value$316.7K
Filed 2026-11-05
Crusonia Wealth Advisors LLC
UNCHANGED
Shares9,965 from 9,965
Change0 (0%)
Value$312.9K (-$3.3K)
Filed 2026-10-26
Bell Bank
UNCHANGED
Shares9,820 from 9,820
Change0 (0%)
Value$308.3K (-$3.2K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$302.6K (-$4.9K)
Filed 2026-10-13
Spectrum Planning & Advisory Services Inc.
NEW
Shares9,515
Change+9,515
Value$298.8K
Filed 2026-11-05
Souders Financial Advisors
DECREASED
Shares9,223 from 10,034
Change-811 (-8%)
Value$289.6K (-$28.8K)
Filed 2026-11-03
D'Orazio & Associates, Inc.
UNCHANGED
Shares9,039 from 9,039
Change0 (0%)
Value$283.8K (-$3.0K)
Filed 2026-11-04
Gutierrez Wealth Advisory, LLC
INCREASED
Shares8,922 from 8,835
Change+87 (+1%)
Value$280.1K (-$177)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares8,893 from 8,906
Change-13 (0%)
Value$279.2K (-$3.3K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares8,304 from 7,433
Change+871 (+12%)
Value$260.7K (+$24.9K)
Filed 2026-11-05
NewCorp Financial Services, Inc.
UNCHANGED
Shares8,267 from 8,267
Change0 (0%)
Value$259.6K (-$2.7K)
Filed 2026-10-14
Meridian Financial Advisors, LLC
INCREASED
Shares7,935 from 7,170
Change+765 (+11%)
Value$249.2K (+$21.7K)
Filed 2026-10-14
MCF Advisors LLC
INCREASED
Shares7,791 from 7,760
Change+31 (+0%)
Value$244.6K (-$1.6K)
Filed 2026-10-28
Sage Investment Counsel LLC
INCREASED
Shares7,499 from 7,476
Change+23 (+0%)
Value$235.5K (-$1.7K)
Filed 2026-10-26
Integral Investment Advisors, Inc.
UNCHANGED
Shares7,399 from 7,399
Change0 (0%)
Value$232.3K (-$2.4K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
NEW
Shares7,330
Change+7,330
Value$230.2K
Filed 2026-10-21
Seelaus Asset Management LLC
NEW
Shares7,134
Change+7,134
Value$224.0K
Filed 2026-10-14
Sharkey, Howes & Javer
UNCHANGED
Shares6,725 from 6,725
Change0 (0%)
Value$211.2K (-$2.2K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
NEW
Shares6,479
Change+6,479
Value$203.4K
Filed 2026-11-02
Planning Strategies Inc.
INCREASED
Shares6,089 from 6,054
Change+35 (+1%)
Value$191.2K (-$875)
Filed 2026-10-02
Redwood Park Advisors LLC
UNCHANGED
Shares5,773 from 5,773
Change0 (0%)
Value$181.3K (-$1.9K)
Filed 2026-11-02
Monetary Solutions, Ltd
UNCHANGED
Shares5,072 from 5,072
Change0 (0%)
Value$159.3K (-$1.7K)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares4,844 from 5,113
Change-269 (-5%)
Value$152.1K (-$10.1K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares4,372 from 4,372
Change0 (0%)
Value$137.3K (-$1.4K)
Filed 2026-10-21
Downshift Financial, LLC
UNCHANGED
Shares3,848 from 3,848
Change0 (0%)
Value$120.8K (-$1.3K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$94.2K (-$990)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares2,553 from 2,553
Change0 (0%)
Value$80.2K (-$843)
Filed 2026-10-08
Hara Capital LLC
DECREASED
Shares2,458 from 3,578
Change-1,120 (-31%)
Value$77.2K (-$36.3K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares2,073
Change+2,073
Value$65.1K
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares1,820 from 1,688
Change+132 (+8%)
Value$57.1K (+$3.6K)
Filed 2026-10-21
Biltmore Family Office, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$53.4K (-$561)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares1,508 from 1,657
Change-149 (-9%)
Value$47.3K (-$5.2K)
Filed 2026-11-05
Breakwater Investment Management
UNCHANGED
Shares1,463 from 1,463
Change0 (0%)
Value$45.9K (-$482)
Filed 2026-10-20
Parkside Financial Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$31.4K (-$330)
Filed 2026-10-27
Simplex Trading, LLC
INCREASED
Shares842 from 539
Change+303 (+56%)
Value$26.4K (+$9.3K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$26 (-$26.0K)
Filed 2026-10-14
Pathway Financial Advisers, LLC
NEW
Shares756
Change+756
Value$23.7K
Filed 2026-10-27
Wolff Wiese Magana LLC
NEW
Shares610
Change+610
Value$19.2K
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$16.6K (-$175)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares500
Change+500
Value$15.7K
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares412 from 127
Change+285 (+224%)
Value$12.9K (+$8.9K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares333
Change+333
Value$10.5K
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.4K (-$99)
Filed 2026-10-21
Townsend Asset Management Corp
INCREASED
Shares252 from 250
Change+2 (+1%)
Value$7.9K (-$5)
Filed 2026-10-29
Rossby Financial, LCC
NEW
Shares225
Change+225
Value$7.1K
Filed 2026-11-05
Armor Investment Advisors, LLC
NEW
Shares200
Change+200
Value$6.3K
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.3K (-$66)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.3K (-$66)
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$6.2K (-$65)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
INCREASED
Shares154 from 78
Change+76 (+97%)
Value$4.8K (+$2.3K)
Filed 2026-10-23
West Financial Advisors, LLC
NEW
Shares92
Change+92
Value$2.9K
Filed 2026-10-22
Madden Securities Corp
NEW
Shares75
Change+75
Value$2.4K
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED
Shares56 from 55
Change+1 (+2%)
Value$1.7K (-$1)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$785 (-$9)
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$260 ($0)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 ($0)
Filed 2026-10-15
OMC Financial Services LTD
CLOSED
Shares0 from 167,397
Change-167,397 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-19
Inscription Capital, LLC
CLOSED
Shares0 from 11,613
Change-11,613 (-100%)
Value$0 (-$368.5K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,314
Change-2,314 (-100%)
Value$0 (-$73.4K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,667
Change-1,667 (-100%)
Value$0 (-$52.4K)
Filed 2026-11-02
Cresset Asset Management, LLC
N/A
Shares— from 3,706,911
Change-3,706,911 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 808,765
Change-808,765 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 614,098
Change-614,098 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 601,864
Change-601,864 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 554,125
Change-554,125 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 463,465
Change-463,465 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 436,215
Change-436,215 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 417,980
Change-417,980 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 223,899
Change-223,899 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 220,757
Change-220,757 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 176,650
Change-176,650 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 157,475
Change-157,475 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 153,526
Change-153,526 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 146,456
Change-146,456 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 138,764
Change-138,764 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 133,004
Change-133,004 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 130,589
Change-130,589 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 123,467
Change-123,467 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 122,016
Change-122,016 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 112,936
Change-112,936 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 111,548
Change-111,548 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 103,110
Change-103,110 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 99,599
Change-99,599 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 99,156
Change-99,156 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 88,850
Change-88,850 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 86,679
Change-86,679 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 65,754
Change-65,754 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 60,077
Change-60,077 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 59,614
Change-59,614 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 57,990
Change-57,990 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 55,012
Change-55,012 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 50,285
Change-50,285 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 50,277
Change-50,277 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 47,554
Change-47,554 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 47,351
Change-47,351 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 42,807
Change-42,807 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 40,339
Change-40,339 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 38,520
Change-38,520 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 37,899
Change-37,899 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 37,162
Change-37,162 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 34,059
Change-34,059 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33,397
Change-33,397 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 31,401
Change-31,401 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 29,784
Change-29,784 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 24,855
Change-24,855 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 23,900
Change-23,900 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 21,032
Change-21,032 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 18,459
Change-18,459 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 16,585
Change-16,585 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 16,152
Change-16,152 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 14,391
Change-14,391 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,032
Change-14,032 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 13,992
Change-13,992 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,543
Change-13,543 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 13,295
Change-13,295 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,977
Change-12,977 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 12,812
Change-12,812 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,360
Change-12,360 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 11,416
Change-11,416 (-100%)
Value—
&partners
N/A
Shares— from 10,532
Change-10,532 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,420
Change-10,420 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 9,927
Change-9,927 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,979
Change-8,979 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 8,856
Change-8,856 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,773
Change-8,773 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 8,530
Change-8,530 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,204
Change-8,204 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,947
Change-6,947 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 6,926
Change-6,926 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 6,562
Change-6,562 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 960
Change-960 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 625
Change-625 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 602
Change-602 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 446
Change-446 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 424
Change-424 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 193
Change-193 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 40
Change-40 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 34
Change-34 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 32
Change-32 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 25
Change-25 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Summit Asset Management, LLC
DECREASED596,722600,081-3,359-1%$19.0M$18.7M-$303.5K2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED587,270383,253+204,017+53%$12.2M$18.4M+$6.3M2026-10-22
TD Waterhouse Canada Inc.
INCREASED429,113316,645+112,468+36%$9.4M$12.8M+$3.3M2026-10-16
Iron Financial LLC
INCREASED320,462317,888+2,574+1%$10.1M$10.1M-$24.1K2026-10-23
Woodmont Investment Counsel LLC
INCREASED314,162300,864+13,298+4%$9.5M$9.9M+$318.3K2026-10-29
Charles Schwab Trust Co
INCREASED283,199281,092+2,107+1%$8.9M$8.9M-$26.6K2026-10-15
LongView Wealth Management
INCREASED232,683207,312+25,371+12%$6.6M$7.3M+$728.2K2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED222,479209,797+12,682+6%$6.7M$7.0M+$329.0K2026-10-16
Commonwealth Equity Services, LLC
INCREASED195,107185,716+9,391+5%$5.9M$6.1M+$233.6K2026-11-02
Greg Jennings, LLC
NEW170,901—+170,901——$5.4M—2026-10-19
Fiduciary Alliance LLC
DECREASED168,899182,031-13,132-7%$5.8M$5.3M-$472.4K2026-10-13
Red Mountain Financial, LLC
DECREASED152,350153,104-7540%$4.9M$4.8M-$74.2K2026-11-03
Carolina Wealth Advisors, LLC
INCREASED148,765136,901+11,864+9%$4.3M$4.7M+$327.4K2026-10-23
LeConte Wealth Management, LLC
DECREASED140,443160,178-19,735-12%$5.1M$4.4M-$672.5K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED137,398102,865+34,533+34%$3.3M$4.3K-$3.3M2026-11-02
Farrow Financial, Inc.
INCREASED128,039126,377+1,662+1%$4.0M$4.0M+$10.5K2026-10-30
Noble Family Wealth, LLC
INCREASED112,675112,522+153+0%$3.6M$3.5M-$32.3K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED84,14081,694+2,446+3%$2.3M$2.3M+$36.2K2026-10-13
Kestra Advisory Services, LLC
INCREASED70,46868,372+2,096+3%$2.2M$2.2M+$43.3K2026-11-02
Apollon Wealth Management, LLC
NEW68,247—+68,247——$2.1M—2026-10-23
Farther Finance Advisors, LLC
INCREASED68,21666,171+2,045+3%$2.1M$2.1M+$42.4K2026-10-08
Creative Planning
INCREASED65,48750,684+14,803+29%$1.6M$2.1M+$448.1K2026-11-02
First Merchants Corp
DECREASED64,01465,364-1,350-2%$2.1M$2.0M-$64.0K2026-10-15
Kohmann Bosshard Financial Services, LLC
DECREASED58,79459,034-2400%$1.9M$1.8M-$27.0K2026-11-04
CrossGen Wealth, LLC
INCREASED58,63738,899+19,738+51%$1.2M$1.8M+$606.9K2026-10-30
Cape Investment Advisory, Inc.
INCREASED54,67752,335+2,342+4%$1.7M$1.7M+$56.3K2026-10-13
Eagle Harbor Asset Management Inc
INCREASED52,19651,970+226+0%$1.6M$1.6M-$10.1K2026-10-21
Copper Harbor Investment Advisors, LLC
INCREASED49,12948,971+158+0%$1.6M$1.5M-$11.2K2026-10-16
Davenport & Co LLC
INCREASED46,93943,866+3,073+7%$1.4M$1.5M+$82.0K2026-10-14
Villere ST Denis J & Co LLC
INCREASED44,34643,246+1,100+3%$1.4M$1.4M+$20.3K2026-11-04
Embree Financial Group
DECREASED43,51143,654-1430%$1.4M$1.4M-$18.9K2026-10-22
Seek First Inc.
DECREASED42,79644,188-1,392-3%$1.4M$1.3M-$58.3K2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED41,81740,186+1,631+4%$1.3M$1.3M+$38.0K2026-10-08
Wise Wealth Partners
INCREASED41,02540,145+880+2%$1.3M$1.3M+$14.4K2026-10-14
Brookstone Capital Management
INCREASED40,9958,948+32,047+358%$283.9K$1.3M+$1.0M2026-10-22
Spinnaker Investment Group, LLC
UNCHANGED40,38940,38900%$1.3M$1.3M-$13.3K2026-10-13
Good Harbor Advisors, Inc.
INCREASED38,90924,058+14,851+62%$763.4K$1.2M+$458.4K2026-10-20
Hidden Cove Wealth Management, LLC
DECREASED38,53040,093-1,563-4%$1.3M$1.2M-$62.3K2026-10-19
Berkeley, Inc
INCREASED34,30534,259+46+0%$1.1M$1.1M-$9.9K2026-10-20
Acorn Wealth Advisors, LLC
INCREASED33,97728,892+5,085+18%$916.7K$1.1M+$150.1K2026-10-19
MFG Investments, LLC
NEW31,782—+31,782——$998.0K—2026-10-30
Bryn Mawr Trust Advisors, LLC
UNCHANGED31,63431,63400%$1.0M$993.3K-$10.4K2026-11-04
Elevation Point Wealth Partners, LLC
NEW30,288—+30,288——$951.1K—2026-11-05
Independent Financial Group, LLC
DECREASED29,74230,094-352-1%$954.9K$933.9K-$21.0K2026-10-13
Orgel Wealth Management, LLC
INCREASED28,20926,943+1,266+5%$854.9K$885.8K+$30.9K2026-10-14
Myecfo, LLC
INCREASED26,81725,736+1,081+4%$816.6K$842.1K+$25.4K2026-10-14
Lodestar Private Asset Management LLC
DECREASED26,64528,046-1,401-5%$889.9K$836.7K-$53.2K2026-10-26
Wedmont Private Capital
INCREASED25,53325,160+373+1%$807.1K$804.8K-$2.3K2026-10-09
Hendershot Investments Inc.
UNCHANGED23,31723,31700%$739.8K$732.2K-$7.7K2026-11-05
Capital Square, LLC
DECREASED23,31023,864-554-2%$765.6K$731.9K-$33.6K2026-10-19
Landaas & Co
UNCHANGED23,08123,08100%$732.4K$724.7K-$7.6K2026-10-29
D.B. Root & Company, LLC
DECREASED21,82330,124-8,301-28%$955.8K$685.2K-$270.6K2026-11-04
Mengis Capital Management, Inc.
INCREASED20,43619,144+1,292+7%$607.5K$641.7K+$34.2K2026-10-13
Truist Financial Corp
INCREASED19,2996,724+12,575+187%$213.4K$606.0K+$392.6K2026-10-30
Cowa, LLC
INCREASED18,90518,852+53+0%$598.2K$593.6K-$4.5K2026-10-30
Grandview Asset Management LLC
NEW17,559—+17,559——$551.4K—2026-10-19
Parallel Advisors, LLC
INCREASED17,53817,016+522+3%$539.9K$550.7K+$10.8K2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED17,00017,00000%$539.4K$533.8K-$5.6K2026-10-28
Clarity Capital Advisors, LLC
UNCHANGED14,57714,57700%$462.5K$457.7K-$4.8K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED14,41414,41400%$457.4K$452.6K-$4.8K2026-10-14
Keystone Financial Group, Inc.
INCREASED13,61213,479+133+1%$427.7K$427.4K-$2632026-10-13
PW Nova Financial Services LLC
DECREASED13,35015,359-2,009-13%$487.3K$419.2K-$68.2K2026-10-15
Hohimer Wealth Management, LLC
INCREASED12,98312,855+128+1%$407.9K$407.7K-$2512026-11-04
Oppenheimer Asset Management Inc.
INCREASED12,71112,296+415+3%$390.2K$399.1K+$9.0K2026-10-27
Financial Perspectives, Inc
INCREASED12,24611,100+1,146+10%$352.2K$384.5K+$32.3K2026-11-03
IFP Advisors, Inc
INCREASED12,0354,753+7,282+153%$150.8K$377.9K+$227.1K2026-10-16
Carroll Advisory Group, LLC
INCREASED11,98010,552+1,428+14%$334.8K$376.2K+$41.3K2026-10-16
BXM Wealth LLC
UNCHANGED11,63011,63000%$369.0K$365.2K-$3.8K2026-11-03
Redwood Family Wealth LLC
DECREASED11,01212,975-1,963-15%$411.7K$345.8K-$65.9K2026-10-20
Arsenal Capital Advisors LLC
NEW10,586—+10,586——$332.4K—2026-11-02
North Star Investment Management Corp.
INCREASED10,3098,785+1,524+17%$278.8K$323.7K+$44.9K2026-10-27
Bank of New York Mellon Corp
NEW10,087—+10,087——$316.7K—2026-11-05
Crusonia Wealth Advisors LLC
UNCHANGED9,9659,96500%$316.2K$312.9K-$3.3K2026-10-26
Bell Bank
UNCHANGED9,8209,82000%$311.6K$308.3K-$3.2K2026-10-21
NorthCrest Asset Manangement, LLC
UNCHANGED9,6009,60000%$307.5K$302.6K-$4.9K2026-10-13
Spectrum Planning & Advisory Services Inc.
NEW9,515—+9,515——$298.8K—2026-11-05
Souders Financial Advisors
DECREASED9,22310,034-811-8%$318.4K$289.6K-$28.8K2026-11-03
D'Orazio & Associates, Inc.
UNCHANGED9,0399,03900%$286.8K$283.8K-$3.0K2026-11-04
Gutierrez Wealth Advisory, LLC
INCREASED8,9228,835+87+1%$280.3K$280.1K-$1772026-11-02
Fifth Third Bancorp
DECREASED8,8938,906-130%$282.6K$279.2K-$3.3K2026-11-05
Compound Planning, Inc.
INCREASED8,3047,433+871+12%$235.9K$260.7K+$24.9K2026-11-05
NewCorp Financial Services, Inc.
UNCHANGED8,2678,26700%$262.3K$259.6K-$2.7K2026-10-14
Meridian Financial Advisors, LLC
INCREASED7,9357,170+765+11%$227.5K$249.2K+$21.7K2026-10-14
MCF Advisors LLC
INCREASED7,7917,760+31+0%$246.2K$244.6K-$1.6K2026-10-28
Sage Investment Counsel LLC
INCREASED7,4997,476+23+0%$237.2K$235.5K-$1.7K2026-10-26
Integral Investment Advisors, Inc.
UNCHANGED7,3997,39900%$234.8K$232.3K-$2.4K2026-11-03
Wealthcare Advisory Partners LLC
NEW7,330—+7,330——$230.2K—2026-10-21
Seelaus Asset Management LLC
NEW7,134—+7,134——$224.0K—2026-10-14
Sharkey, Howes & Javer
UNCHANGED6,7256,72500%$213.4K$211.2K-$2.2K2026-10-22
Raab & Moskowitz Asset Management LLC
NEW6,479—+6,479——$203.4K—2026-11-02
Planning Strategies Inc.
INCREASED6,0896,054+35+1%$192.1K$191.2K-$8752026-10-02
Redwood Park Advisors LLC
UNCHANGED5,7735,77300%$183.2K$181.3K-$1.9K2026-11-02
Monetary Solutions, Ltd
UNCHANGED5,0725,07200%$160.9K$159.3K-$1.7K2026-10-22
Cullen T Bankers, Inc.
DECREASED4,8445,113-269-5%$162.2K$152.1K-$10.1K2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED4,3724,37200%$138.7K$137.3K-$1.4K2026-10-21
Downshift Financial, LLC
UNCHANGED3,8483,84800%$122.1K$120.8K-$1.3K2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED3,0003,00000%$95.2K$94.2K-$9902026-11-03
CoreCap Advisors, LLC
UNCHANGED2,5532,55300%$81.0K$80.2K-$8432026-10-08
Hara Capital LLC
DECREASED2,4583,578-1,120-31%$113.5K$77.2K-$36.3K2026-10-30
Root Financial Partners, LLC
NEW2,073—+2,073——$65.1K—2026-10-21
Assetmark, Inc
INCREASED1,8201,688+132+8%$53.6K$57.1K+$3.6K2026-10-21
Biltmore Family Office, LLC
UNCHANGED1,7001,70000%$53.9K$53.4K-$5612026-11-03
Larson Financial Group LLC
DECREASED1,5081,657-149-9%$52.6K$47.3K-$5.2K2026-11-05
Breakwater Investment Management
UNCHANGED1,4631,46300%$46.4K$45.9K-$4822026-10-20
Parkside Financial Bank & Trust
UNCHANGED1,0001,00000%$31.7K$31.4K-$3302026-10-27
Simplex Trading, LLC
INCREASED842539+303+56%$17.1K$26.4K+$9.3K2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED82282200%$26.0K$26-$26.0K2026-10-14
Pathway Financial Advisers, LLC
NEW756—+756——$23.7K—2026-10-27
Wolff Wiese Magana LLC
NEW610—+610——$19.2K—2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED53053000%$16.8K$16.6K-$1752026-10-13
Ascentis Independent Advisors
NEW500—+500——$15.7K—2026-11-03
Compass Financial Management LLC
INCREASED412127+285+224%$4.0K$12.9K+$8.9K2026-10-30
Nova Financial LLC
NEW333—+333——$10.5K—2026-11-04
Sunrise Financial Services, LLC
UNCHANGED30030000%$9.5K$9.4K-$992026-10-21
Townsend Asset Management Corp
INCREASED252250+2+1%$7.9K$7.9K-$52026-10-29
Rossby Financial, LCC
NEW225—+225——$7.1K—2026-11-05
Armor Investment Advisors, LLC
NEW200—+200——$6.3K—2026-10-27
Creative Financial Designs Inc
UNCHANGED20020000%$6.3K$6.3K-$662026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED20020000%$6.3K$6.3K-$662026-10-30
Signaturefd, LLC
UNCHANGED19719700%$6.3K$6.2K-$652026-10-23
Hilton Head Capital Partners, LLC
INCREASED15478+76+97%$2.5K$4.8K+$2.3K2026-10-23
West Financial Advisors, LLC
NEW92—+92——$2.9K—2026-10-22
Madden Securities Corp
NEW75—+75——$2.4K—2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED5655+1+2%$1.7K$1.7K-$12026-10-23
JFS Wealth Advisors, LLC
UNCHANGED252500%$794$785-$92026-11-03
Asset Dedication, LLC
UNCHANGED8800%$260$260$02026-11-03
GHP Investment Advisors, Inc.
UNCHANGED1100%$33$33$02026-10-15
OMC Financial Services LTD
CLOSED0167,397-167,397-100%$5.3M$0-$5.3M2026-10-19
Inscription Capital, LLC
CLOSED011,613-11,613-100%$368.5K$0-$368.5K2026-11-02
AdvisorNet Financial, Inc
CLOSED02,314-2,314-100%$73.4K$0-$73.4K2026-10-15
International Assets Investment Management, LLC
CLOSED01,667-1,667-100%$52.4K$0-$52.4K2026-11-02
Cresset Asset Management, LLC
N/A—3,706,911-3,706,911-100%$117.6M———
Hamel Associates, Inc.
N/A—808,765-808,765-100%$25.7M———
Osaic Holdings, Inc.
N/A—614,098-614,098-100%$19.5M———
Modern Wealth Management, LLC
N/A—601,864-601,864-100%$19.1M———
LPL Financial LLC
N/A—554,125-554,125-100%$17.6M———
TriCert Investment Counsel Inc.
N/A—463,465-463,465-100%$14.7M———
HighTower Advisors, LLC
N/A—436,215-436,215-100%$13.8M———
Bank of America Corp
N/A—417,980-417,980-100%$13.3M———
Nuveen, LLC
N/A—223,899-223,899-100%$7.1M———
Envestnet Asset Management Inc
N/A—220,757-220,757-100%$7.0M———
Magnolia Capital Advisors LLC
N/A—176,650-176,650-100%$5.6M———
Waverly Advisors, LLC
N/A—157,475-157,475-100%$5.0M———
Stifel Financial Corp
N/A—153,526-153,526-100%$4.9M———
Mutual Advisors, LLC
N/A—146,456-146,456-100%$4.6M———
Cahill Financial Advisors Inc
N/A—138,764-138,764-100%$4.4M———
Northwestern Mutual Wealth Management Co
N/A—133,004-133,004-100%$4.2M———
MML Investors Services, LLC
N/A—130,589-130,589-100%$4.1M———
Opus Financial Solutions LLC
N/A—123,467-123,467-100%$3.9M———
JPMorgan Chase & Co
N/A—122,016-122,016-100%$3.9M———
MAI Capital Management
N/A—112,936-112,936-100%$3.6M———
Royal Bank of Canada
N/A—111,548-111,548-100%$3.5M———
Pathstone Holdings, LLC
N/A—103,110-103,110-100%$3.3M———
Cetera Investment Advisers
N/A—99,599-99,599-100%$3.2M———
Integrated Wealth Concepts LLC
N/A—99,156-99,156-100%$3.1M———
Raymond James Financial Inc
N/A—88,850-88,850-100%$2.8M———
Sequoia Financial Advisors, LLC
N/A—86,679-86,679-100%$2.8M———
Savant Capital, LLC
N/A—65,754-65,754-100%$2.2M———
Perspective Wealth Advisors LLC
N/A—60,077-60,077-100%$1.9M———
Astoria Portfolio Advisors Llc.
N/A—59,614-59,614-100%$1.9M———
Mariner, LLC
N/A—57,990-57,990-100%$1.8M———
Bravera Wealth
N/A—55,012-55,012-100%$1.7M———
Elequin Capital, LP
N/A—50,285-50,285-100%$1.6M———
M3 Wealth Management, LLC
N/A—50,277-50,277-100%$1.6M———
Inspire Advisors, LLC
N/A—47,554-47,554-100%$1.5M———
World Investment Advisors
N/A—47,351-47,351-100%$1.5M———
Vanguard National Trust Co
N/A—42,807-42,807-100%$1.4M———
Goldman Sachs Group Inc
N/A—40,339-40,339-100%$1.3M———
Morgan Stanley
N/A—38,520-38,520-100%$1.2M———
Asset Management Group, Inc.
N/A—37,899-37,899-100%$1.2M———
Western Wealth Management, LLC
N/A—37,162-37,162-100%$1.2M———
Orographic Financial Advisors, LLC
N/A—34,059-34,059-100%$1.1K———
NewEdge Advisors, LLC
N/A—33,397-33,397-100%$1.1M———
ProVise Management Group, LLC
N/A—31,401-31,401-100%$996.4K———
Beacon Pointe Advisors, LLC
N/A—29,784-29,784-100%$945.0K———
Cerity Partners LLC
N/A—24,855-24,855-100%$788.6K———
AQR Capital Management LLC
N/A—23,900-23,900-100%$758.3K———
Janney Montgomery Scott LLC
N/A—21,032-21,032-100%$667.0K———
Per Stirling Capital Management, Llc.
N/A—18,459-18,459-100%$585.7K———
Valmark Advisers, Inc.
N/A—17,000-17,000-100%$539.4K———
Resurgent Financial Advisors LLC
N/A—16,585-16,585-100%$526.2K———
Tradition Wealth Management, LLC
N/A—16,152-16,152-100%$512.5K———
Peapack Gladstone Financial Corp
N/A—15,800-15,800-100%$501.0K———
Westbourne Investments, Inc.
N/A—14,600-14,600-100%$463.3K———
Gateway Wealth Partners, LLC
N/A—14,391-14,391-100%$456.6K———
IF Advisors, LLC
N/A—14,306-14,306-100%$453.9K———
UBS Group AG
N/A—14,032-14,032-100%$445.2K———
Texas Capital Bank Wealth Management Services Inc
N/A—13,992-13,992-100%$444.0K———
BFC Planning, Inc.
N/A—13,543-13,543-100%$429.7K———
Liberty One Investment Management, LLC
N/A—13,295-13,295-100%$421.8K———
FMR LLC
N/A—12,977-12,977-100%$411.8K———
Jaffetilchin Investment Partners, LLC
N/A—12,812-12,812-100%$406.5K———
Mercer Global Advisors Inc
N/A—12,360-12,360-100%$392.2K———
SEI Investments Co
N/A—11,416-11,416-100%$362.2K———
&partners
N/A—10,532-10,532-100%$334.2K———
Aptus Capital Advisors, LLC
N/A—10,420-10,420-100%$330.6K———
Joule Financial, LLC
N/A—9,927-9,927-100%$315.0K———
Wealthspire Advisors, LLC
N/A—8,979-8,979-100%$284.9K———
Bruce G. Allen Investments, LLC
N/A—8,856-8,856-100%$281.0K———
Benjamin Edwards Inc
N/A—8,773-8,773-100%$278.4K———
Focus Partners Wealth
N/A—8,772-8,772-100%$278.4K———
CVA Family Office, LLC
N/A—8,530-8,530-100%$270.6K———
Advisory Services Network, LLC
N/A—8,204-8,204-100%$260.3K———
Vawter Financial, Ltd.
N/A—8,068-8,068-100%$256.0K———
Anchor Investment Management, LLC
N/A—7,880-7,880-100%$250.0K———
Two Sigma Securities, LLC
N/A—7,353-7,353-100%$233.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,350-7,350-100%$233.2K———
Steward Partners Investment Advisory, LLC
N/A—6,989-6,989-100%$221.8K———
PFG Investments, LLC
N/A—6,947-6,947-100%$220.4K———
Mason Investment Advisory Services, Inc.
N/A—6,926-6,926-100%$219.8K———
Cannell & Spears LLC
N/A—6,562-6,562-100%$208.2K———
LGT Financial Advisors LLC
N/A—5,876-5,876-100%$186.4K———
Silver OAK Securities, Incorporated
N/A—5,852-5,852-100%$185.7K———
AE Wealth Management LLC
N/A—4,995-4,995-100%$158.5K———
Smartleaf Asset Management LLC
N/A—4,953-4,953-100%$157.8K———
Harbour Investments, Inc.
N/A—4,952-4,952-100%$157.1K———
Caldwell Sutter Capital, Inc.
N/A—4,259-4,259-100%$135.1K———
Strategic Investment Solutions, Inc.
N/A—3,767-3,767-100%$119.5K———
Webster Bank, N. A.
N/A—2,684-2,684-100%$85.2K———
Roble, Belko & Company, Inc
N/A—2,555-2,555-100%$81.0K———
Allworth Financial LP
N/A—1,614-1,614-100%$51.2K———
IMA Advisory Services, Inc.
N/A—1,208-1,208-100%$38.3K———
Vanguard Advisers Inc
N/A—1,193-1,193-100%$37.8K———
C M Bidwell & Associates LTD
N/A—960-960-100%$30.5K———
Hantz Financial Services, Inc.
N/A—625-625-100%$20.0K———
Wells Fargo & Company
N/A—602-602-100%$19.1K———
Coston, McIsaac & Partners
N/A—446-446-100%$14———
Institute for Wealth Management, Llc.
N/A—424-424-100%$13.5K———
Global Retirement Partners, LLC
N/A—423-423-100%$13.4K———
Meramec Financial Planners, LLC
N/A—422-422-100%$13.8K———
Ameriflex Group, Inc.
N/A—245-245-100%$7.8K———
Rockefeller Capital Management L.P.
N/A—208-208-100%$6.6K———
Godfrey Financial Associates, Inc.
N/A—204-204-100%$6.5K———
Fiduciary Financial Advisors
N/A—193-193-100%$6.1K———
Strive Financial Group,LLC
N/A—103-103-100%$3.3K———
Vision Retirement, LLC
N/A—49-49-100%$1.6K———
Jones Financial Companies Lllp
N/A—40-40-100%$1.3K———
Arax Advisory Partners
N/A—34-34-100%$1.1K———
Atlantic Union Bankshares Corp
N/A—32-32-100%$1.0K———
National Bank of Canada
N/A—25-25-100%$752———
Ameritas Investment Partners, Inc.
N/A—2-2-100%$64———
Showing 241 of 241 institutions