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Fundstr Gran SH US LRG Cap (GRNY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Howard Capital Management, LLC
DECREASED
Shares5,902,928 from 6,436,736
Change-533,808 (-8%)
Value$164.3M (-$13.7M)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares5,889,971 from 1,342,646
Change+4,547,325 (+339%)
Value$164.2K (-$37.0M)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares1,440,315 from 1,437,336
Change+2,979 (+0%)
Value$40.1M (+$341.6K)
Filed 2026-10-09
Venture Visionary Partners LLC
DECREASED
Shares1,312,559 from 1,328,988
Change-16,429 (-1%)
Value$36.5M (-$218.0K)
Filed 2026-10-07
Stenger Family Office, LLC
INCREASED
Shares1,268,583 from 1,265,578
Change+3,005 (+0%)
Value$35.8M (+$806.2K)
Filed 2026-10-22
Socha Financial Group, LLC
DECREASED
Shares1,249,472 from 1,260,790
Change-11,318 (-1%)
Value$34.8M (-$88.0K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,042,417 from 1,196,574
Change-154,157 (-13%)
Value$29.0K (-$33.1M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares854,734 from 614,029
Change+240,705 (+39%)
Value$23.8M (+$6.8M)
Filed 2026-10-30
TD Waterhouse Canada Inc.
INCREASED
Shares682,530 from 670,896
Change+11,634 (+2%)
Value$19.2M (+$573.6K)
Filed 2026-10-16
Sage Private Wealth Group, LLC
DECREASED
Shares653,972 from 672,539
Change-18,567 (-3%)
Value$18.2M (-$394.8K)
Filed 2026-10-21
First Heartland Consultants, Inc.
DECREASED
Shares628,342 from 644,409
Change-16,067 (-2%)
Value$17.5M (-$331.2K)
Filed 2026-10-08
Diversify Advisory Services, LLC
DECREASED
Shares619,829 from 685,361
Change-65,532 (-10%)
Value$17.2M (-$1.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares619,829 from 685,361
Change-65,532 (-10%)
Value$17.2M (-$1.4M)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares582,025 from 544,339
Change+37,686 (+7%)
Value$16.2M (+$1.1M)
Filed 2026-10-28
NBZ Investment Advisors LLC
INCREASED
Shares571,310 from 561,294
Change+10,016 (+2%)
Value$15.9M (+$379.8K)
Filed 2026-10-30
VestGen Advisors, LLC
INCREASED
Shares540,401 from 504,537
Change+35,864 (+7%)
Value$15.0M (+$1.1M)
Filed 2026-10-27
DKM Wealth Management, Inc.
INCREASED
Shares534,961 from 507,436
Change+27,525 (+5%)
Value$14.9M (+$857.4K)
Filed 2026-10-09
Balance Wealth Partners LLC
INCREASED
Shares514,445 from 501,752
Change+12,693 (+3%)
Value$14.3M (+$443.6K)
Filed 2026-10-27
Retirement Financial Solutions, LLC
INCREASED
Shares512,815 from 503,102
Change+9,713 (+2%)
Value$14.3M (+$360.9K)
Filed 2026-10-20
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares512,264 from 569,052
Change-56,788 (-10%)
Value$14.3M (-$1.5M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares491,142 from 483,770
Change+7,372 (+2%)
Value$13.7M (+$292.2K)
Filed 2026-11-02
Longview Financial Advisors, Inc.
INCREASED
Shares453,077 from 450,393
Change+2,684 (+1%)
Value$12.6M (+$157.1K)
Filed 2026-10-09
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares421,443 from 52,244
Change+369,199 (+707%)
Value$11.7M (+$10.3M)
Filed 2026-10-09
Solidarity Wealth, LLC
INCREASED
Shares372,305 from 351,851
Change+20,454 (+6%)
Value$10.4M (+$632.6K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED
Shares329,128 from 259,782
Change+69,346 (+27%)
Value$9.2M (+$2.0M)
Filed 2026-10-19
Milestone Asset Management, LLC
INCREASED
Shares318,534 from 108,745
Change+209,789 (+193%)
Value$8.9M (+$5.9M)
Filed 2026-10-15
Berkshire Money Management, Inc.
INCREASED
Shares299,530 from 294,243
Change+5,287 (+2%)
Value$8.3M (+$200.1K)
Filed 2026-10-21
Teamwork Financial Advisors, LLC
DECREASED
Shares298,537 from 308,866
Change-10,329 (-3%)
Value$8.3M (-$231.9K)
Filed 2026-10-19
BXM Wealth LLC
INCREASED
Shares298,358 from 289,149
Change+9,209 (+3%)
Value$8.3M (+$308.3K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares287,497 from 300,895
Change-13,398 (-4%)
Value$8.0M (-$318.7K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares275,809 from 212,182
Change+63,627 (+30%)
Value$7.7M (+$1.8M)
Filed 2026-10-14
Weaver Consulting Group
INCREASED
Shares273,790 from 270,032
Change+3,758 (+1%)
Value$7.6M (+$153.2K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
INCREASED
Shares265,154 from 205,977
Change+59,177 (+29%)
Value$7.4M (+$1.7M)
Filed 2026-10-16
bLong Financial, LLC
NEW
Shares262,862
Change+262,862
Value$7.3M
Filed 2026-10-29
Portus Wealth Advisors, LLC
DECREASED
Shares261,287 from 265,200
Change-3,913 (-1%)
Value$7.3M (-$61.2K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares248,750 from 224,926
Change+23,824 (+11%)
Value$6.9M (+$703.5K)
Filed 2026-10-23
WJ Wealth Management, LLC
DECREASED
Shares247,240 from 249,361
Change-2,121 (-1%)
Value$6.9M (-$14.2K)
Filed 2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares232,428 from 198,482
Change+33,946 (+17%)
Value$6.5M (+$980.4K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares222,758 from 208,163
Change+14,595 (+7%)
Value$6.2M (+$443.6K)
Filed 2026-11-04
Vivid Wealth Management, LLC
DECREASED
Shares206,951 from 209,283
Change-2,332 (-1%)
Value$5.8M (-$27.2K)
Filed 2026-10-27
ARQ Wealth Advisors, LLC
INCREASED
Shares204,574 from 176,666
Change+27,908 (+16%)
Value$5.7M (+$836.8K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares190,300 from 191,003
Change-703 (0%)
Value$5.3M (+$14.8K)
Filed 2026-11-03
SteelPeak Wealth, LLC
INCREASED
Shares188,177 from 169,427
Change+18,750 (+11%)
Value$5.2M (+$552.3K)
Filed 2026-10-16
Lionsbridge Wealth Management LLC
DECREASED
Shares185,897 from 204,428
Change-18,531 (-9%)
Value$5.2M (-$478.9K)
Filed 2026-10-26
Brick & Kyle, Associates
INCREASED
Shares182,810 from 180,280
Change+2,530 (+1%)
Value$5.1M (+$784.3K)
Filed 2026-11-05
Clark Wealth Partners
INCREASED
Shares181,692 from 176,748
Change+4,944 (+3%)
Value$5.1M (+$169.4K)
Filed 2026-10-19
Almanack Investment Partners, Llc.
DECREASED
Shares179,102 from 203,864
Change-24,762 (-12%)
Value$5.0M (-$652.4K)
Filed 2026-11-03
Financial Enhancement Group LLC
INCREASED
Shares169,816 from 152,047
Change+17,769 (+12%)
Value$4.8M (+$639.1K)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares163,678 from 106,440
Change+57,238 (+54%)
Value$4.6M (+$1.6M)
Filed 2026-10-22
Financial Designs Corp
INCREASED
Shares158,389 from 155,502
Change+2,887 (+2%)
Value$4.4M (+$108.3K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares146,682 from 75,055
Change+71,627 (+95%)
Value$4.1M (+$2.0M)
Filed 2026-11-02
MBL Wealth, LLC
INCREASED
Shares127,536 from 93,647
Change+33,889 (+36%)
Value$3.5M (+$960.0K)
Filed 2026-10-22
Independent Financial Group, LLC
DECREASED
Shares111,891 from 115,696
Change-3,805 (-3%)
Value$3.1M (-$85.1K)
Filed 2026-10-13
Noble Wealth Management PBC
INCREASED
Shares110,542 from 107,971
Change+2,571 (+2%)
Value$3.1M (+$91.0K)
Filed 2026-10-01
Meridian Wealth Management, LLC
DECREASED
Shares104,228 from 120,104
Change-15,876 (-13%)
Value$2.9M (-$420.2K)
Filed 2026-11-05
Vigilare Wealth Management
INCREASED
Shares103,720 from 26,229
Change+77,491 (+295%)
Value$2.9M (+$2.2M)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares99,981 from 100,393
Change-412 (0%)
Value$2.8M (+$6.6K)
Filed 2026-10-28
True Private Wealth Advisors
INCREASED
Shares98,839 from 92,791
Change+6,048 (+7%)
Value$2.8M (+$185.0K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares97,751 from 95,267
Change+2,484 (+3%)
Value$2.8M (+$109.2K)
Filed 2026-10-13
Oxler Private Wealth LLC
INCREASED
Shares96,847 from 90,549
Change+6,298 (+7%)
Value$2.7M (+$191.6K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares92,530 from 102,086
Change-9,556 (-9%)
Value$2.6M (-$247.6K)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares90,411 from 81,078
Change+9,333 (+12%)
Value$2.4M (+$161.3K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares81,913 from 117,349
Change-35,436 (-30%)
Value$2.3M (-$965.1K)
Filed 2026-10-08
LexAurum Advisors, LLC
DECREASED
Shares79,991 from 86,326
Change-6,335 (-7%)
Value$2.2M (-$160.8K)
Filed 2026-10-19
Ritholtz Wealth Management
DECREASED
Shares78,150 from 80,940
Change-2,790 (-3%)
Value$2.2M (-$63.1K)
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares75,110
Change+75,110
Value$2.1M
Filed 2026-10-27
Tucker Asset Management LLC
INCREASED
Shares73,217 from 71,769
Change+1,448 (+2%)
Value$2.0M (+$53.2K)
Filed 2026-10-29
NTV Asset Management LLC
INCREASED
Shares70,805 from 64,805
Change+6,000 (+9%)
Value$2.0M (+$178.6K)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares68,325 from 68,287
Change+38 (+0%)
Value$1.9M (+$13.4K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares64,192 from 42,129
Change+22,063 (+52%)
Value$1.8M (+$621.6K)
Filed 2026-11-05
Integrity Wealth Partners, LLC
NEW
Shares63,222
Change+63,222
Value$1.8M
Filed 2026-10-14
Spire Wealth Management
INCREASED
Shares59,359 from 56,449
Change+2,910 (+5%)
Value$1.7M (+$91.1K)
Filed 2026-10-30
Avior Wealth Management, LLC
DECREASED
Shares56,042 from 57,250
Change-1,208 (-2%)
Value$1.6M (-$23.3K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares55,181 from 47,860
Change+7,321 (+15%)
Value$1.5M (+$212.4K)
Filed 2026-10-26
Omni 360 Wealth, Inc.
INCREASED
Shares52,684 from 50,876
Change+1,808 (+4%)
Value$1.5M (+$59.5K)
Filed 2026-10-13
Holos Integrated Wealth LLC
DECREASED
Shares52,576 from 58,272
Change-5,696 (-10%)
Value$1.4M (-$176.1K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares51,818 from 33,518
Change+18,300 (+55%)
Value$1.4K (-$925.6K)
Filed 2026-10-22
SLT Holdings LLC
DECREASED
Shares49,578 from 50,498
Change-920 (-2%)
Value$1.4M (-$16.5K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares48,458 from 48,326
Change+132 (+0%)
Value$1.3M (+$12.4K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares47,989 from 49,188
Change-1,199 (-2%)
Value$1.3M (-$24.5K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares47,383 from 47,034
Change+349 (+1%)
Value$1.3M (+$15.8K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares40,695 from 51,944
Change-11,249 (-22%)
Value$1.1M (-$303.7K)
Filed 2026-10-28
BNC Wealth Management, LLC
INCREASED
Shares40,347 from 39,859
Change+488 (+1%)
Value$1.1M (+$20.8K)
Filed 2026-10-19
United Advisor Group, LLC
NEW
Shares38,485
Change+38,485
Value$1.1M
Filed 2026-11-03
Vise Technologies, Inc.
DECREASED
Shares37,911 from 57,840
Change-19,929 (-34%)
Value$1.1M (-$544.2K)
Filed 2026-10-29
Cap Partners, LLC
DECREASED
Shares36,853 from 38,403
Change-1,550 (-4%)
Value$1.0M (-$36.2K)
Filed 2026-10-19
Geneva Partners, LLC
DECREASED
Shares36,315 from 39,674
Change-3,359 (-8%)
Value$1.0M (-$86.3K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares35,856 from 35,896
Change-40 (0%)
Value$997.9K (+$5.3K)
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares34,830 from 34,789
Change+41 (+0%)
Value$969.3K (+$7.4K)
Filed 2026-10-19
IPG Investment Advisors LLC
INCREASED
Shares32,750 from 32,100
Change+650 (+2%)
Value$911.4K (+$23.9K)
Filed 2026-10-30
Evolution Wealth Advisors, LLC
DECREASED
Shares29,945 from 34,050
Change-4,105 (-12%)
Value$833.4K (-$108.1K)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares26,577 from 30,382
Change-3,805 (-13%)
Value$739.6K (-$100.4K)
Filed 2026-10-16
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares26,469 from 26,450
Change+19 (+0%)
Value$736.6K (+$5.3K)
Filed 2026-10-29
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares23,295 from 23,295
Change0 (0%)
Value$648.3K (+$4.2K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares22,467 from 21,982
Change+485 (+2%)
Value$625.3K (+$17.4K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares22,446 from 45,570
Change-23,124 (-51%)
Value$624.7K (-$635.3K)
Filed 2026-10-30
Triumph Capital Management
INCREASED
Shares22,310 from 18,706
Change+3,604 (+19%)
Value$620.9K (+$103.7K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares22,216 from 21,825
Change+391 (+2%)
Value$622.7K (+$18.6K)
Filed 2026-11-02
E&G Advisors, LLC
INCREASED
Shares22,112 from 21,863
Change+249 (+1%)
Value$615.4K (+$10.9K)
Filed 2026-10-13
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares21,712 from 21,712
Change0 (0%)
Value$604.2K (+$3.9K)
Filed 2026-11-05
Private Client Services, LLC
DECREASED
Shares21,402 from 27,027
Change-5,625 (-21%)
Value$595.6K (-$151.7K)
Filed 2026-10-02
Simplex Trading, LLC
DECREASED
Shares21,400 from 33,897
Change-12,497 (-37%)
Value$595.6K (-$341.7K)
Filed 2026-11-04
ETF Store, Inc.
DECREASED
Shares19,771 from 20,631
Change-860 (-4%)
Value$550.2K (-$20.2K)
Filed 2026-10-19
Barrett & Company, Inc.
INCREASED
Shares19,769 from 19,241
Change+528 (+3%)
Value$550.2K (+$18.2K)
Filed 2026-10-22
CV Advisors LLC
UNCHANGED
Shares18,278 from 18,278
Change0 (0%)
Value$508.7K (+$3.3K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares15,690 from 15,553
Change+137 (+1%)
Value$436.7K (+$6.6K)
Filed 2026-11-05
Morangie Management LLC
DECREASED
Shares13,277 from 78,159
Change-64,882 (-83%)
Value$369.5K (-$1.8M)
Filed 2026-10-15
Mainsail Asset Management, LLC
DECREASED
Shares12,456 from 49,751
Change-37,295 (-75%)
Value$358.2K (-$1.0M)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED
Shares12,441 from 11,214
Change+1,227 (+11%)
Value$346.2K (+$36.2K)
Filed 2026-10-14
Petros Family Wealth, LLC
INCREASED
Shares12,068 from 10,225
Change+1,843 (+18%)
Value$335.9K (+$53.1K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares11,833 from 1,517
Change+10,316 (+680%)
Value$327.3K (+$285.4K)
Filed 2026-10-15
Revisor Wealth Management LLC
INCREASED
Shares11,504 from 11,416
Change+88 (+1%)
Value$316.6K (+$993)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares11,072 from 11,176
Change-104 (-1%)
Value$308.1K (-$882)
Filed 2026-10-29
SAX Wealth Advisors, LLC
NEW
Shares10,760
Change+10,760
Value$299.4K
Filed 2026-10-13
Schorn Wealth LLC
UNCHANGED
Shares10,714 from 10,714
Change0 (0%)
Value$298.2K (+$1.9K)
Filed 2026-10-14
Deltec Asset Management LLC
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$295.0K (+$1.9K)
Filed 2026-10-26
Optima Capital LLC
DECREASED
Shares10,333 from 13,821
Change-3,488 (-25%)
Value$287.6K (-$94.6K)
Filed 2026-10-29
Zega Investments, LLC
DECREASED
Shares10,015 from 12,471
Change-2,456 (-20%)
Value$278.7K (-$66.1K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares9,929 from 9,968
Change-39 (0%)
Value$276.3K (+$719)
Filed 2026-10-22
Horrell Capital Management, Inc.
INCREASED
Shares9,905 from 9,875
Change+30 (+0%)
Value$275.7K (+$2.6K)
Filed 2026-10-08
Csenge Advisory Group
INCREASED
Shares9,861 from 9,540
Change+321 (+3%)
Value$274.4K (+$10.7K)
Filed 2026-11-04
Fulcrum Equity Management
DECREASED
Shares9,722 from 17,449
Change-7,727 (-44%)
Value$270.6K (-$211.9K)
Filed 2026-10-21
Acorn Creek Capital LLC
UNCHANGED
Shares9,580 from 9,580
Change0 (0%)
Value$266.6K (+$1.7K)
Filed 2026-11-05
Quartz Partners, LLC
UNCHANGED
Shares9,506 from 9,506
Change0 (0%)
Value$264.6K (+$1.7K)
Filed 2026-11-03
Harmony Asset Management LLC
UNCHANGED
Shares9,240 from 9,240
Change0 (0%)
Value$257.2K (+$1.7K)
Filed 2026-10-20
Jmac Enterprises LLC
UNCHANGED
Shares9,202 from 9,202
Change0 (0%)
Value$256.1K (+$1.7K)
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares9,193 from 8,796
Change+397 (+5%)
Value$255.8K (+$12.6K)
Filed 2026-10-23
Graetz Wealth LLC
INCREASED
Shares8,874 from 8,870
Change+4 (+0%)
Value$247.0K (+$1.7K)
Filed 2026-10-27
Xcel Wealth Management, LLC
DECREASED
Shares8,775 from 8,925
Change-150 (-2%)
Value$244.2K (-$2.6K)
Filed 2026-10-26
CMG Global Holdings, LLC
INCREASED
Shares8,671 from 8,660
Change+11 (+0%)
Value$241.3K (+$1.9K)
Filed 2026-10-14
GK Wealth Management LLC
DECREASED
Shares8,330 from 13,505
Change-5,175 (-38%)
Value$231.8K (-$141.6K)
Filed 2026-10-09
Wealthcare Capital Partners, LLC
DECREASED
Shares8,078 from 8,769
Change-691 (-8%)
Value$224.8K (-$17.6K)
Filed 2026-10-21
Markowski Investments
INCREASED
Shares7,818 from 7,108
Change+710 (+10%)
Value$217.6K (+$21.0K)
Filed 2026-10-30
Quadrant Private Wealth Management, LLC
NEW
Shares7,500
Change+7,500
Value$208.7K
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,480 from 9,766
Change-2,286 (-23%)
Value$208.2K (-$61.9K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares7,439 from 7,439
Change0 (0%)
Value$207.0K (+$1.3K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
NEW
Shares7,408
Change+7,408
Value$206.2K
Filed 2026-10-21
Old Mission Investment Co LLC
UNCHANGED
Shares7,296 from 7,296
Change0 (0%)
Value$203.0K (+$1.3K)
Filed 2026-10-22
Signature Equity Partners, LLC
INCREASED
Shares7,154 from 7,053
Change+101 (+1%)
Value$199.1K (+$4.1K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares4,172
Change+4,172
Value$116.1K
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$112.2K (+$725)
Filed 2026-10-30
Mather Group, Llc.
DECREASED
Shares3,925 from 13,780
Change-9,855 (-72%)
Value$109.2K (-$271.8K)
Filed 2026-10-14
Vima LLC
INCREASED
Shares3,251 from 3,143
Change+108 (+3%)
Value$90.5K (+$3.6K)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares2,906
Change+2,906
Value$80.9K
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares2,596 from 2,546
Change+50 (+2%)
Value$72.3K (+$1.4K)
Filed 2026-10-30
Proathlete Wealth Management LLC
INCREASED
Shares2,204 from 2,202
Change+2 (+0%)
Value$61.4K (+$475)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares1,939 from 1,937
Change+2 (+0%)
Value$54.0K (+$415)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$53.0K (+$343)
Filed 2026-10-13
Versant Capital Management, Inc
UNCHANGED
Shares1,526 from 1,526
Change0 (0%)
Value$42.5K (+$275)
Filed 2026-10-02
Creative Financial Designs Inc
INCREASED
Shares1,521 from 1,520
Change+1 (+0%)
Value$42.3K (+$294)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares1,350
Change+1,350
Value$37.6K
Filed 2026-10-21
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$29.2K (+$189)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$27.2K (+$177)
Filed 2026-10-23
West Financial Advisors, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$24.5K (+$159)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares760 from 759
Change+1 (+0%)
Value$21.1K (+$157)
Filed 2026-10-20
McCarley & Cook Financial Planners
INCREASED
Shares730 from 405
Change+325 (+80%)
Value$20.3K (+$9.1K)
Filed 2026-10-21
Cedar Mountain Advisors, LLC
INCREASED
Shares701 from 700
Change+1 (+0%)
Value$19.5K (+$151)
Filed 2026-10-15
GHP Investment Advisors, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$16.7K (+$108)
Filed 2026-10-15
Milestone Investment Advisors LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$11.8K (+$76)
Filed 2026-11-05
Global Trust Asset Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$11.1K (+$72)
Filed 2026-10-19
Private Trust Co NA
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$10.2K (+$66)
Filed 2026-10-20
Rosenberg Matthew Hamilton
NEW
Shares336
Change+336
Value$9.4K
Filed 2026-10-05
Pacifica Partners Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$8.4K (+$138)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$7.7K (+$49)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares221 from 100
Change+121 (+121%)
Value$6.2K (+$3.4K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.6K (+$36)
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.2K (+$27)
Filed 2026-10-28
Team Financial Group, LLC
NEW
Shares133
Change+133
Value$3.7K
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$2.7K (+$19)
Filed 2026-10-23
Downshift Financial, LLC
NEW
Shares19
Change+19
Value$529
Filed 2026-10-13
Duncker Streett & Co Inc
NEW
Shares6
Change+6
Value$167
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$84 (+$1)
Filed 2026-10-27
Davis Capital Management
DECREASED
Shares1 from 5
Change-4 (-80%)
Value$28 (-$110)
Filed 2026-10-08
Meitav Investment House LTD
CLOSED
Shares0 from 913,800
Change-913,800 (-100%)
Value$0 (-$25.3M)
Filed 2026-10-28
Tempus Wealth Planning, LLC
CLOSED
Shares0 from 70,680
Change-70,680 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-14
Imc-Chicago, LLC
CLOSED
Shares0 from 13,559
Change-13,559 (-100%)
Value$0 (-$374.9K)
Filed 2026-11-05
Sowell Financial Services LLC
CLOSED
Shares0 from 11,285
Change-11,285 (-100%)
Value$0 (-$312.0K)
Filed 2026-10-23
ACT Wealth Management, LLC
CLOSED
Shares0 from 11,025
Change-11,025 (-100%)
Value$0 (-$304.8K)
Filed 2026-10-09
Hohimer Wealth Management, LLC
CLOSED
Shares0 from 7,833
Change-7,833 (-100%)
Value$0 (-$216.6K)
Filed 2026-11-04
HBW Advisory Services LLC
CLOSED
Shares0 from 7,636
Change-7,636 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-14
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-26
Decker Retirement Planning Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-19
Royal Bank of Canada
N/A
Shares— from 5,908,845
Change-5,908,845 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,650,064
Change-5,650,064 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,487,555
Change-2,487,555 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 2,300,000
Change-2,300,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,241,312
Change-2,241,312 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,833,605
Change-1,833,605 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,456,666
Change-1,456,666 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,102,432
Change-1,102,432 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 1,084,033
Change-1,084,033 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 1,043,100
Change-1,043,100 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 984,228
Change-984,228 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 858,397
Change-858,397 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 816,101
Change-816,101 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 715,360
Change-715,360 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 698,926
Change-698,926 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 693,373
Change-693,373 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 678,413
Change-678,413 (-100%)
Value—
UBS Group AG
N/A
Shares— from 658,250
Change-658,250 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 585,575
Change-585,575 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 569,651
Change-569,651 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 462,055
Change-462,055 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 416,218
Change-416,218 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 401,560
Change-401,560 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 385,033
Change-385,033 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 369,826
Change-369,826 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 369,446
Change-369,446 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 357,632
Change-357,632 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 346,070
Change-346,070 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 333,369
Change-333,369 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 332,054
Change-332,054 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 325,171
Change-325,171 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 295,536
Change-295,536 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 291,303
Change-291,303 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 283,636
Change-283,636 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 280,200
Change-280,200 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 271,849
Change-271,849 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 264,626
Change-264,626 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 254,110
Change-254,110 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 238,249
Change-238,249 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 234,127
Change-234,127 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 187,033
Change-187,033 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 180,988
Change-180,988 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 171,410
Change-171,410 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 165,189
Change-165,189 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 155,338
Change-155,338 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 150,512
Change-150,512 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 135,697
Change-135,697 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 134,400
Change-134,400 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 121,264
Change-121,264 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 112,643
Change-112,643 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 104,471
Change-104,471 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 103,043
Change-103,043 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 98,539
Change-98,539 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 92,386
Change-92,386 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 91,733
Change-91,733 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 88,480
Change-88,480 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 88,364
Change-88,364 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 84,684
Change-84,684 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 77,511
Change-77,511 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 72,483
Change-72,483 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 70,629
Change-70,629 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 69,043
Change-69,043 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 68,562
Change-68,562 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 66,468
Change-66,468 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 66,454
Change-66,454 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 65,478
Change-65,478 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 65,228
Change-65,228 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 64,416
Change-64,416 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 62,619
Change-62,619 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 61,643
Change-61,643 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 61,344
Change-61,344 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 60,910
Change-60,910 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 60,544
Change-60,544 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 59,811
Change-59,811 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 58,269
Change-58,269 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 54,715
Change-54,715 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 53,735
Change-53,735 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 52,748
Change-52,748 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 52,415
Change-52,415 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 51,306
Change-51,306 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 50,334
Change-50,334 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 49,689
Change-49,689 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 48,731
Change-48,731 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 47,551
Change-47,551 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 44,936
Change-44,936 (-100%)
Value—
Stephens Inc
N/A
Shares— from 42,608
Change-42,608 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 39,740
Change-39,740 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 39,095
Change-39,095 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 37,326
Change-37,326 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 37,307
Change-37,307 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 37,150
Change-37,150 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 31,904
Change-31,904 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 28,668
Change-28,668 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 27,763
Change-27,763 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 27,568
Change-27,568 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 27,227
Change-27,227 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 26,828
Change-26,828 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,441
Change-26,441 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 25,462
Change-25,462 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 22,368
Change-22,368 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 22,159
Change-22,159 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 20,599
Change-20,599 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,167
Change-20,167 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 20,156
Change-20,156 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 19,197
Change-19,197 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,179
Change-19,179 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 18,888
Change-18,888 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,316
Change-18,316 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,104
Change-18,104 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 17,785
Change-17,785 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 17,702
Change-17,702 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,025
Change-17,025 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 16,700
Change-16,700 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 15,881
Change-15,881 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 15,661
Change-15,661 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 14,656
Change-14,656 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 13,485
Change-13,485 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,875
Change-11,875 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,744
Change-11,744 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,042
Change-11,042 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,993
Change-10,993 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 10,375
Change-10,375 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,231
Change-9,231 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 9,217
Change-9,217 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 8,851
Change-8,851 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,619
Change-8,619 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,230
Change-8,230 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
American Trust
N/A
Shares— from 7,862
Change-7,862 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 7,634
Change-7,634 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 7,399
Change-7,399 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,378
Change-7,378 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 6,323
Change-6,323 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 591
Change-591 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 489
Change-489 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 318
Change-318 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 170
Change-170 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
Howard Capital Management, LLC
DECREASED5,902,9286,436,736-533,808-8%$178.0M$164.3M-$13.7M2026-10-16
Thrivent Financial for Lutherans
INCREASED5,889,9711,342,646+4,547,325+339%$37.1M$164.2K-$37.0M2026-11-05
TrueWealth Advisors, LLC
INCREASED1,440,3151,437,336+2,979+0%$39.7M$40.1M+$341.6K2026-10-09
Venture Visionary Partners LLC
DECREASED1,312,5591,328,988-16,429-1%$36.7M$36.5M-$218.0K2026-10-07
Stenger Family Office, LLC
INCREASED1,268,5831,265,578+3,005+0%$35.0M$35.8M+$806.2K2026-10-22
Socha Financial Group, LLC
DECREASED1,249,4721,260,790-11,318-1%$34.9M$34.8M-$88.0K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED1,042,4171,196,574-154,157-13%$33.1M$29.0K-$33.1M2026-11-02
Kestra Private Wealth Services, LLC
INCREASED854,734614,029+240,705+39%$17.0M$23.8M+$6.8M2026-10-30
TD Waterhouse Canada Inc.
INCREASED682,530670,896+11,634+2%$18.6M$19.2M+$573.6K2026-10-16
Sage Private Wealth Group, LLC
DECREASED653,972672,539-18,567-3%$18.6M$18.2M-$394.8K2026-10-21
First Heartland Consultants, Inc.
DECREASED628,342644,409-16,067-2%$17.8M$17.5M-$331.2K2026-10-08
Diversify Advisory Services, LLC
DECREASED619,829685,361-65,532-10%$18.5M$17.2M-$1.4M2026-10-20
Diversify Wealth Management, LLC
DECREASED619,829685,361-65,532-10%$18.5M$17.2M-$1.4M2026-10-20
D.A. Davidson & Co.
INCREASED582,025544,339+37,686+7%$15.1M$16.2M+$1.1M2026-10-28
NBZ Investment Advisors LLC
INCREASED571,310561,294+10,016+2%$15.5M$15.9M+$379.8K2026-10-30
VestGen Advisors, LLC
INCREASED540,401504,537+35,864+7%$14.0M$15.0M+$1.1M2026-10-27
DKM Wealth Management, Inc.
INCREASED534,961507,436+27,525+5%$14.0M$14.9M+$857.4K2026-10-09
Balance Wealth Partners LLC
INCREASED514,445501,752+12,693+3%$13.9M$14.3M+$443.6K2026-10-27
Retirement Financial Solutions, LLC
INCREASED512,815503,102+9,713+2%$13.9M$14.3M+$360.9K2026-10-20
Blue Sky Capital Consultants Group, Inc.
DECREASED512,264569,052-56,788-10%$15.7M$14.3M-$1.5M2026-10-13
Commonwealth Equity Services, LLC
INCREASED491,142483,770+7,372+2%$13.4M$13.7M+$292.2K2026-11-02
Longview Financial Advisors, Inc.
INCREASED453,077450,393+2,684+1%$12.5M$12.6M+$157.1K2026-10-09
Whitaker-Myers Wealth Managers, Ltd.
INCREASED421,44352,244+369,199+707%$1.4M$11.7M+$10.3M2026-10-09
Solidarity Wealth, LLC
INCREASED372,305351,851+20,454+6%$9.7M$10.4M+$632.6K2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED329,128259,782+69,346+27%$7.2M$9.2M+$2.0M2026-10-19
Milestone Asset Management, LLC
INCREASED318,534108,745+209,789+193%$3.0M$8.9M+$5.9M2026-10-15
Berkshire Money Management, Inc.
INCREASED299,530294,243+5,287+2%$8.1M$8.3M+$200.1K2026-10-21
Teamwork Financial Advisors, LLC
DECREASED298,537308,866-10,329-3%$8.5M$8.3M-$231.9K2026-10-19
BXM Wealth LLC
INCREASED298,358289,149+9,209+3%$8.0M$8.3M+$308.3K2026-11-03
IFP Advisors, Inc
DECREASED287,497300,895-13,398-4%$8.3M$8.0M-$318.7K2026-10-16
Davenport & Co LLC
INCREASED275,809212,182+63,627+30%$5.9M$7.7M+$1.8M2026-10-14
Weaver Consulting Group
INCREASED273,790270,032+3,758+1%$7.5M$7.6M+$153.2K2026-10-07
Concurrent Investment Advisors, LLC
INCREASED265,154205,977+59,177+29%$5.7M$7.4M+$1.7M2026-10-16
bLong Financial, LLC
NEW262,862—+262,862——$7.3M—2026-10-29
Portus Wealth Advisors, LLC
DECREASED261,287265,200-3,913-1%$7.3M$7.3M-$61.2K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED248,750224,926+23,824+11%$6.2M$6.9M+$703.5K2026-10-23
WJ Wealth Management, LLC
DECREASED247,240249,361-2,121-1%$6.9M$6.9M-$14.2K2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED232,428198,482+33,946+17%$5.5M$6.5M+$980.4K2026-10-20
Visionary Wealth Advisors
INCREASED222,758208,163+14,595+7%$5.8M$6.2M+$443.6K2026-11-04
Vivid Wealth Management, LLC
DECREASED206,951209,283-2,332-1%$5.8M$5.8M-$27.2K2026-10-27
ARQ Wealth Advisors, LLC
INCREASED204,574176,666+27,908+16%$4.9M$5.7M+$836.8K2026-10-29
Parallel Advisors, LLC
DECREASED190,300191,003-7030%$5.3M$5.3M+$14.8K2026-11-03
SteelPeak Wealth, LLC
INCREASED188,177169,427+18,750+11%$4.7M$5.2M+$552.3K2026-10-16
Lionsbridge Wealth Management LLC
DECREASED185,897204,428-18,531-9%$5.7M$5.2M-$478.9K2026-10-26
Brick & Kyle, Associates
INCREASED182,810180,280+2,530+1%$4.3M$5.1M+$784.3K2026-11-05
Clark Wealth Partners
INCREASED181,692176,748+4,944+3%$4.9M$5.1M+$169.4K2026-10-19
Almanack Investment Partners, Llc.
DECREASED179,102203,864-24,762-12%$5.6M$5.0M-$652.4K2026-11-03
Financial Enhancement Group LLC
INCREASED169,816152,047+17,769+12%$4.2M$4.8M+$639.1K2026-10-08
Brookstone Capital Management
INCREASED163,678106,440+57,238+54%$2.9M$4.6M+$1.6M2026-10-22
Financial Designs Corp
INCREASED158,389155,502+2,887+2%$4.3M$4.4M+$108.3K2026-10-09
Kestra Advisory Services, LLC
INCREASED146,68275,055+71,627+95%$2.1M$4.1M+$2.0M2026-11-02
MBL Wealth, LLC
INCREASED127,53693,647+33,889+36%$2.6M$3.5M+$960.0K2026-10-22
Independent Financial Group, LLC
DECREASED111,891115,696-3,805-3%$3.2M$3.1M-$85.1K2026-10-13
Noble Wealth Management PBC
INCREASED110,542107,971+2,571+2%$3.0M$3.1M+$91.0K2026-10-01
Meridian Wealth Management, LLC
DECREASED104,228120,104-15,876-13%$3.3M$2.9M-$420.2K2026-11-05
Vigilare Wealth Management
INCREASED103,72026,229+77,491+295%$725.2K$2.9M+$2.2M2026-10-29
MGO One Seven LLC
DECREASED99,981100,393-4120%$2.8M$2.8M+$6.6K2026-10-28
True Private Wealth Advisors
INCREASED98,83992,791+6,048+7%$2.6M$2.8M+$185.0K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED97,75195,267+2,484+3%$2.7M$2.8M+$109.2K2026-10-13
Oxler Private Wealth LLC
INCREASED96,84790,549+6,298+7%$2.5M$2.7M+$191.6K2026-10-21
Farther Finance Advisors, LLC
DECREASED92,530102,086-9,556-9%$2.8M$2.6M-$247.6K2026-10-08
Prospera Financial Services Inc
INCREASED90,41181,078+9,333+12%$2.2M$2.4M+$161.3K2026-11-04
CoreCap Advisors, LLC
DECREASED81,913117,349-35,436-30%$3.2M$2.3M-$965.1K2026-10-08
LexAurum Advisors, LLC
DECREASED79,99186,326-6,335-7%$2.4M$2.2M-$160.8K2026-10-19
Ritholtz Wealth Management
DECREASED78,15080,940-2,790-3%$2.2M$2.2M-$63.1K2026-11-05
Elyxium Wealth, LLC
NEW75,110—+75,110——$2.1M—2026-10-27
Tucker Asset Management LLC
INCREASED73,21771,769+1,448+2%$2.0M$2.0M+$53.2K2026-10-29
NTV Asset Management LLC
INCREASED70,80564,805+6,000+9%$1.8M$2.0M+$178.6K2026-10-23
Citizens Financial Group Inc
INCREASED68,32568,287+38+0%$1.9M$1.9M+$13.4K2026-10-23
Fifth Third Bancorp
INCREASED64,19242,129+22,063+52%$1.2M$1.8M+$621.6K2026-11-05
Integrity Wealth Partners, LLC
NEW63,222—+63,222——$1.8M—2026-10-14
Spire Wealth Management
INCREASED59,35956,449+2,910+5%$1.6M$1.7M+$91.1K2026-10-30
Avior Wealth Management, LLC
DECREASED56,04257,250-1,208-2%$1.6M$1.6M-$23.3K2026-10-13
Oppenheimer & Co Inc
INCREASED55,18147,860+7,321+15%$1.3M$1.5M+$212.4K2026-10-26
Omni 360 Wealth, Inc.
INCREASED52,68450,876+1,808+4%$1.4M$1.5M+$59.5K2026-10-13
Holos Integrated Wealth LLC
DECREASED52,57658,272-5,696-10%$1.6M$1.4M-$176.1K2026-10-23
Wedbush Securities Inc
INCREASED51,81833,518+18,300+55%$927.0K$1.4K-$925.6K2026-10-22
SLT Holdings LLC
DECREASED49,57850,498-920-2%$1.4M$1.4M-$16.5K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED48,45848,326+132+0%$1.3M$1.3M+$12.4K2026-10-13
Creative Planning
DECREASED47,98949,188-1,199-2%$1.4M$1.3M-$24.5K2026-11-02
Sigma Planning Corp
INCREASED47,38347,034+349+1%$1.3M$1.3M+$15.8K2026-10-23
Clear Creek Financial Management, LLC
DECREASED40,69551,944-11,249-22%$1.4M$1.1M-$303.7K2026-10-28
BNC Wealth Management, LLC
INCREASED40,34739,859+488+1%$1.1M$1.1M+$20.8K2026-10-19
United Advisor Group, LLC
NEW38,485—+38,485——$1.1M—2026-11-03
Vise Technologies, Inc.
DECREASED37,91157,840-19,929-34%$1.6M$1.1M-$544.2K2026-10-29
Cap Partners, LLC
DECREASED36,85338,403-1,550-4%$1.1M$1.0M-$36.2K2026-10-19
Geneva Partners, LLC
DECREASED36,31539,674-3,359-8%$1.1M$1.0M-$86.3K2026-10-26
Apollon Wealth Management, LLC
DECREASED35,85635,896-400%$992.5K$997.9K+$5.3K2026-10-23
Maia Wealth LLC
INCREASED34,83034,789+41+0%$961.9K$969.3K+$7.4K2026-10-19
IPG Investment Advisors LLC
INCREASED32,75032,100+650+2%$887.6K$911.4K+$23.9K2026-10-30
Evolution Wealth Advisors, LLC
DECREASED29,94534,050-4,105-12%$941.5K$833.4K-$108.1K2026-11-03
Vontobel Holding Ltd.
DECREASED26,57730,382-3,805-13%$840.1K$739.6K-$100.4K2026-10-16
Walled Lake Planning & Wealth Management, LLC
INCREASED26,46926,450+19+0%$731.3K$736.6K+$5.3K2026-10-29
Luts & Greenleigh Group, Inc.
UNCHANGED23,29523,29500%$644.1K$648.3K+$4.2K2026-11-05
Integrated Advisors Network LLC
INCREASED22,46721,982+485+2%$607.8K$625.3K+$17.4K2026-10-20
Truist Financial Corp
DECREASED22,44645,570-23,124-51%$1.3M$624.7K-$635.3K2026-10-30
Triumph Capital Management
INCREASED22,31018,706+3,604+19%$517.2K$620.9K+$103.7K2026-10-14
International Assets Investment Management, LLC
INCREASED22,21621,825+391+2%$604.1K$622.7K+$18.6K2026-11-02
E&G Advisors, LLC
INCREASED22,11221,863+249+1%$604.5K$615.4K+$10.9K2026-10-13
Riggs Asset Managment Co. Inc.
UNCHANGED21,71221,71200%$600.3K$604.2K+$3.9K2026-11-05
Private Client Services, LLC
DECREASED21,40227,027-5,625-21%$747.3K$595.6K-$151.7K2026-10-02
Simplex Trading, LLC
DECREASED21,40033,897-12,497-37%$937.3K$595.6K-$341.7K2026-11-04
ETF Store, Inc.
DECREASED19,77120,631-860-4%$570.4K$550.2K-$20.2K2026-10-19
Barrett & Company, Inc.
INCREASED19,76919,241+528+3%$532.0K$550.2K+$18.2K2026-10-22
CV Advisors LLC
UNCHANGED18,27818,27800%$505.4K$508.7K+$3.3K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED15,69015,553+137+1%$430.0K$436.7K+$6.6K2026-11-05
Morangie Management LLC
DECREASED13,27778,159-64,882-83%$2.2M$369.5K-$1.8M2026-10-15
Mainsail Asset Management, LLC
DECREASED12,45649,751-37,295-75%$1.4M$358.2K-$1.0M2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED12,44111,214+1,227+11%$310.1K$346.2K+$36.2K2026-10-14
Petros Family Wealth, LLC
INCREASED12,06810,225+1,843+18%$282.7K$335.9K+$53.1K2026-10-28
AdvisorNet Financial, Inc
INCREASED11,8331,517+10,316+680%$41.9K$327.3K+$285.4K2026-10-15
Revisor Wealth Management LLC
INCREASED11,50411,416+88+1%$315.7K$316.6K+$9932026-10-20
Integrity Alliance, Llc.
DECREASED11,07211,176-104-1%$309.0K$308.1K-$8822026-10-29
SAX Wealth Advisors, LLC
NEW10,760—+10,760——$299.4K—2026-10-13
Schorn Wealth LLC
UNCHANGED10,71410,71400%$296.2K$298.2K+$1.9K2026-10-14
Deltec Asset Management LLC
UNCHANGED10,60010,60000%$293.1K$295.0K+$1.9K2026-10-26
Optima Capital LLC
DECREASED10,33313,821-3,488-25%$382.2K$287.6K-$94.6K2026-10-29
Zega Investments, LLC
DECREASED10,01512,471-2,456-20%$344.8K$278.7K-$66.1K2026-11-04
Perigon Wealth Management, LLC
DECREASED9,9299,968-390%$275.6K$276.3K+$7192026-10-22
Horrell Capital Management, Inc.
INCREASED9,9059,875+30+0%$273.0K$275.7K+$2.6K2026-10-08
Csenge Advisory Group
INCREASED9,8619,540+321+3%$263.8K$274.4K+$10.7K2026-11-04
Fulcrum Equity Management
DECREASED9,72217,449-7,727-44%$482.5K$270.6K-$211.9K2026-10-21
Acorn Creek Capital LLC
UNCHANGED9,5809,58000%$264.9K$266.6K+$1.7K2026-11-05
Quartz Partners, LLC
UNCHANGED9,5069,50600%$262.8K$264.6K+$1.7K2026-11-03
Harmony Asset Management LLC
UNCHANGED9,2409,24000%$255.5K$257.2K+$1.7K2026-10-20
Jmac Enterprises LLC
UNCHANGED9,2029,20200%$254.4K$256.1K+$1.7K2026-10-30
Signaturefd, LLC
INCREASED9,1938,796+397+5%$243.2K$255.8K+$12.6K2026-10-23
Graetz Wealth LLC
INCREASED8,8748,870+4+0%$245.2K$247.0K+$1.7K2026-10-27
Xcel Wealth Management, LLC
DECREASED8,7758,925-150-2%$246.8K$244.2K-$2.6K2026-10-26
CMG Global Holdings, LLC
INCREASED8,6718,660+11+0%$239.4K$241.3K+$1.9K2026-10-14
GK Wealth Management LLC
DECREASED8,33013,505-5,175-38%$373.4K$231.8K-$141.6K2026-10-09
Wealthcare Capital Partners, LLC
DECREASED8,0788,769-691-8%$242.5K$224.8K-$17.6K2026-10-21
Markowski Investments
INCREASED7,8187,108+710+10%$196.5K$217.6K+$21.0K2026-10-30
Quadrant Private Wealth Management, LLC
NEW7,500—+7,500——$208.7K—2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED7,4809,766-2,286-23%$270.0K$208.2K-$61.9K2026-10-20
US Bancorp \de\
UNCHANGED7,4397,43900%$205.7K$207.0K+$1.3K2026-11-05
Wealthcare Advisory Partners LLC
NEW7,408—+7,408——$206.2K—2026-10-21
Old Mission Investment Co LLC
UNCHANGED7,2967,29600%$201.7K$203.0K+$1.3K2026-10-22
Signature Equity Partners, LLC
INCREASED7,1547,053+101+1%$195.0K$199.1K+$4.1K2026-10-29
Ascentis Independent Advisors
NEW4,172—+4,172——$116.1K—2026-11-03
Barnes Dennig Private Wealth Management LLC
UNCHANGED4,0304,03000%$111.4K$112.2K+$7252026-10-30
Mather Group, Llc.
DECREASED3,92513,780-9,855-72%$381.0K$109.2K-$271.8K2026-10-14
Vima LLC
INCREASED3,2513,143+108+3%$86.9K$90.5K+$3.6K2026-10-23
Heritage Family Offices, LLP
NEW2,906—+2,906——$80.9K—2026-11-02
Compass Financial Management LLC
INCREASED2,5962,546+50+2%$70.9K$72.3K+$1.4K2026-10-30
Proathlete Wealth Management LLC
INCREASED2,2042,202+2+0%$60.9K$61.4K+$4752026-10-15
Larson Financial Group LLC
INCREASED1,9391,937+2+0%$53.6K$54.0K+$4152026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED1,9051,90500%$52.7K$53.0K+$3432026-10-13
Versant Capital Management, Inc
UNCHANGED1,5261,52600%$42.2K$42.5K+$2752026-10-02
Creative Financial Designs Inc
INCREASED1,5211,520+1+0%$42.0K$42.3K+$2942026-11-04
Root Financial Partners, LLC
NEW1,350—+1,350——$37.6K—2026-10-21
Mountain Hill Investment Partners Corp.
UNCHANGED1,0501,05000%$29.0K$29.2K+$1892026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED97997900%$27.1K$27.2K+$1772026-10-23
West Financial Advisors, LLC
UNCHANGED88088000%$24.3K$24.5K+$1592026-10-22
Physician Wealth Advisors, Inc.
INCREASED760759+1+0%$21.0K$21.1K+$1572026-10-20
McCarley & Cook Financial Planners
INCREASED730405+325+80%$11.2K$20.3K+$9.1K2026-10-21
Cedar Mountain Advisors, LLC
INCREASED701700+1+0%$19.4K$19.5K+$1512026-10-15
GHP Investment Advisors, Inc.
UNCHANGED60060000%$16.6K$16.7K+$1082026-10-15
Milestone Investment Advisors LLC
UNCHANGED42542500%$11.8K$11.8K+$762026-11-05
Global Trust Asset Management, LLC
UNCHANGED40040000%$11.1K$11.1K+$722026-10-19
Private Trust Co NA
UNCHANGED36636600%$10.1K$10.2K+$662026-10-20
Rosenberg Matthew Hamilton
NEW336—+336——$9.4K—2026-10-05
Pacifica Partners Inc.
UNCHANGED30030000%$8.3K$8.4K+$1382026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED27727700%$7.7K$7.7K+$492026-10-23
Rossby Financial, LCC
INCREASED221100+121+121%$2.8K$6.2K+$3.4K2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED20020000%$5.5K$5.6K+$362026-10-13
Evolution Wealth Management Inc.
UNCHANGED15015000%$4.1K$4.2K+$272026-10-28
Team Financial Group, LLC
NEW133—+133——$3.7K—2026-10-30
Valley National Advisers Inc
UNCHANGED979700%$2.7K$2.7K+$192026-10-23
Downshift Financial, LLC
NEW19—+19——$529—2026-10-13
Duncker Streett & Co Inc
NEW6—+6——$167—2026-10-27
Parkside Financial Bank & Trust
UNCHANGED3300%$83$84+$12026-10-27
Davis Capital Management
DECREASED15-4-80%$138$28-$1102026-10-08
Meitav Investment House LTD
CLOSED0913,800-913,800-100%$25.3M$0-$25.3M2026-10-28
Tempus Wealth Planning, LLC
CLOSED070,680-70,680-100%$2.0M$0-$2.0M2026-10-14
Imc-Chicago, LLC
CLOSED013,559-13,559-100%$374.9K$0-$374.9K2026-11-05
Sowell Financial Services LLC
CLOSED011,285-11,285-100%$312.0K$0-$312.0K2026-10-23
ACT Wealth Management, LLC
CLOSED011,025-11,025-100%$304.8K$0-$304.8K2026-10-09
Hohimer Wealth Management, LLC
CLOSED07,833-7,833-100%$216.6K$0-$216.6K2026-11-04
HBW Advisory Services LLC
CLOSED07,636-7,636-100%$211.1K$0-$211.1K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0410-410-100%$11.3K$0-$11.3K2026-10-14
Commonwealth Retirement Investments LLC
CLOSED0374-374-100%$10.3K$0-$10.3K2026-10-26
Decker Retirement Planning Inc.
CLOSED050-50-100%$1.4K$0-$1.4K2026-10-19
Royal Bank of Canada
N/A—5,908,845-5,908,845-100%$163.4M———
Raymond James Financial Inc
N/A—5,650,064-5,650,064-100%$156.2M———
HighTower Advisors, LLC
N/A—2,487,555-2,487,555-100%$68.8M———
Clal Insurance Enterprises Holdings Ltd
N/A—2,300,000-2,300,000-100%$63.6M———
LPL Financial LLC
N/A—2,241,312-2,241,312-100%$62.0M———
Morgan Stanley
N/A—1,833,605-1,833,605-100%$50.7M———
Envestnet Asset Management Inc
N/A—1,456,666-1,456,666-100%$40.3M———
NewEdge Advisors, LLC
N/A—1,102,432-1,102,432-100%$30.5M———
Arcus Capital Partners, LLC
N/A—1,084,033-1,084,033-100%$30.0M———
Reliant Wealth Planning
N/A—1,043,100-1,043,100-100%$28.8M———
MML Investors Services, LLC
N/A—984,228-984,228-100%$27.2M———
Janney Montgomery Scott LLC
N/A—858,397-858,397-100%$23.7M———
Smith, Moore & Co.
N/A—816,101-816,101-100%$22.6M———
Pinnacle Wealth Management, LLC
N/A—715,360-715,360-100%$19.8M———
Stifel Financial Corp
N/A—698,926-698,926-100%$19.3M———
Integrated Wealth Concepts LLC
N/A—693,373-693,373-100%$19.2M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—678,413-678,413-100%$18.8M———
UBS Group AG
N/A—658,250-658,250-100%$18.2M———
SOA Wealth Advisors, Llc.
N/A—585,575-585,575-100%$16.2M———
Osaic Holdings, Inc.
N/A—569,651-569,651-100%$15.8M———
Spahn Wealth & Retirement LLC
N/A—462,055-462,055-100%$12.8M———
CIBC World Market Inc.
N/A—416,218-416,218-100%$11.5M———
WCG Wealth Advisors LLC
N/A—401,560-401,560-100%$11.1M———
American Financial Advisors, LLC
N/A—385,033-385,033-100%$10.6M———
Western Wealth Management, LLC
N/A—369,826-369,826-100%$10.2M———
Cetera Investment Advisers
N/A—369,446-369,446-100%$10.2M———
Emissary Wealth LLC
N/A—357,632-357,632-100%$9.9M———
Valley Financial Group, Inc.
N/A—346,070-346,070-100%$9.6M———
Arax Advisory Partners
N/A—333,369-333,369-100%$9.2M———
Wells Fargo & Company
N/A—332,054-332,054-100%$9.2M———
Harbour Investments, Inc.
N/A—325,171-325,171-100%$9.0M———
Sanctuary Advisors, LLC
N/A—295,536-295,536-100%$8.2M———
Rockefeller Capital Management L.P.
N/A—291,303-291,303-100%$8.1M———
Theory Financial LLC
N/A—283,636-283,636-100%$7.8M———
Equitable Holdings, Inc.
N/A—280,200-280,200-100%$7.7M———
Private Wealth Asset Management, LLC
N/A—271,849-271,849-100%$7.5M———
Advisory Services Network, LLC
N/A—264,626-264,626-100%$7.3M———
Snowden Capital Advisors LLC
N/A—254,110-254,110-100%$7.0M———
Legacy Capital Wealth Management, LLC
N/A—238,249-238,249-100%$6.6M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—234,127-234,127-100%$6.5M———
PlanVest Financial, Inc
N/A—187,033-187,033-100%$5.2M———
LEE Johnson Capital Management, LLC
N/A—180,988-180,988-100%$5.0M———
Longitude (Cayman) Ltd.
N/A—175,000-175,000-100%$4.8M———
Private Advisor Group, LLC
N/A—171,410-171,410-100%$4.7M———
Sun Financial Inc
N/A—165,189-165,189-100%$4.6M———
HighPoint Advisor Group LLC
N/A—155,338-155,338-100%$4.3M———
Insigneo Advisory Services, LLC
N/A—150,512-150,512-100%$4.2M———
Captrust Financial Advisors
N/A—135,697-135,697-100%$3.8M———
Mpwm Advisory Solutions, LLC
N/A—134,400-134,400-100%$3.7M———
Federation des caisses Desjardins du Quebec
N/A—121,264-121,264-100%$3.4M———
Cedarwood Wealth LLC
N/A—112,643-112,643-100%$3.1M———
Concentrum Wealth Management
N/A—104,471-104,471-100%$2.9M———
Principal Securities, Inc.
N/A—103,043-103,043-100%$2.8M———
Compass Capital Corp
N/A—98,539-98,539-100%$2.8M———
Focus Partners Wealth
N/A—92,386-92,386-100%$2.6M———
Game Plan Financial Advisors, LLC
N/A—91,733-91,733-100%$2.5M———
IHT Wealth Management, LLC
N/A—88,480-88,480-100%$2.4M———
Centaurus Financial, Inc.
N/A—88,364-88,364-100%$2.4M———
World Investment Advisors
N/A—84,684-84,684-100%$2.0M———
Mariner, LLC
N/A—77,511-77,511-100%$2.1M———
HRT Financial LP
N/A—72,483-72,483-100%$2.0M———
AQR Capital Management LLC
N/A—70,629-70,629-100%$2.0M———
Disciplined Investors, L.L.C.
N/A—69,043-69,043-100%$1.9M———
Tower Research Capital LLC (TRC)
N/A—68,562-68,562-100%$1.9M———
Institute for Wealth Management, Llc.
N/A—66,468-66,468-100%$1.8M———
GWN Securities Inc.
N/A—66,454-66,454-100%$1.8M———
Fortress Private Ledger, LLC
N/A—65,478-65,478-100%$1.8M———
Vienna Asset Management LLC
N/A—65,228-65,228-100%$1.8M———
Founders Financial Alliance, LLC
N/A—64,416-64,416-100%$1.8M———
BlackDiamond Wealth Management, LLC
N/A—62,619-62,619-100%$1.7M———
Allworth Financial LP
N/A—61,643-61,643-100%$1.7M———
Cerity Partners LLC
N/A—61,344-61,344-100%$1.7M———
Kerr Financial Planning Corp
N/A—60,910-60,910-100%$1.7M———
Counterweight Ventures, LLC
N/A—60,544-60,544-100%$1.7M———
Advisory Alpha, LLC
N/A—59,811-59,811-100%$1.7M———
Arete Wealth Advisors, LLC
N/A—58,269-58,269-100%$1.6M———
Panoramic Investment Advisors, LLC
N/A—54,715-54,715-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—53,735-53,735-100%$1.5M———
Flow Traders U.S. LLC
N/A—52,748-52,748-100%$1.5M———
Quantinno Capital Management LP
N/A—52,415-52,415-100%$1.4M———
Focus Partners Advisor Solutions, LLC
N/A—51,306-51,306-100%$1.4M———
Garden State Investment Advisory Services LLC
N/A—50,334-50,334-100%$1.4M———
Wealth Watch Advisors, Inc
N/A—49,689-49,689-100%$1.4M———
Tandem Financial, LLC
N/A—48,731-48,731-100%$1.3M———
Fidelis Wealth Advisors LLC
N/A—47,551-47,551-100%$1.3M———
NewEdge Wealth, LLC
N/A—44,936-44,936-100%$1.2M———
Stephens Inc
N/A—42,608-42,608-100%$1.2M———
Owen LaRue, LLC
N/A—39,740-39,740-100%$1.1M———
Granite Bay Wealth Management, LLC
N/A—39,095-39,095-100%$1.1M———
XTX Topco Ltd
N/A—37,326-37,326-100%$1.0M———
Savvy Advisors, Inc.
N/A—37,307-37,307-100%$1.0M———
Truvestments Capital LLC
N/A—37,150-37,150-100%$1.0M———
Dana Investment Advisors, Inc.
N/A—31,904-31,904-100%$882.1K———
Wilmar Advisors LLC
N/A—30,000-30,000-100%$829.5K———
Greenwich Wealth Management LLC
N/A—28,668-28,668-100%$793.0K———
JMG Financial Group, Ltd.
N/A—27,763-27,763-100%$767.6K———
Cresset Asset Management, LLC
N/A—27,568-27,568-100%$762.3K———
Runnymede Capital Advisors, Inc.
N/A—27,227-27,227-100%$752.8K———
Ameriprise Financial Inc
N/A—26,828-26,828-100%$741.8K———
Ausdal Financial Partners, Inc.
N/A—26,441-26,441-100%$731.1K———
Cozad Asset Management Inc
N/A—25,462-25,462-100%$704.0K———
Essex Financial Services, Inc.
N/A—24,400-24,400-100%$674.7K———
Estate Planners Group, LLC
N/A—22,368-22,368-100%$618.5K———
Steward Partners Investment Advisory, LLC
N/A—22,159-22,159-100%$612.7K———
Core Wealth Advisors, Inc.
N/A—20,599-20,599-100%$569.6K———
Beacon Pointe Advisors, LLC
N/A—20,167-20,167-100%$557.6K———
Calton & Associates, Inc.
N/A—20,156-20,156-100%$557.3K———
Wealthspire Advisors, LLC
N/A—19,197-19,197-100%$530.8K———
AE Wealth Management LLC
N/A—19,179-19,179-100%$530.3K———
Ruggiero Investments, Inc.
N/A—18,888-18,888-100%$522.2K———
Stratos Wealth Partners, Ltd.
N/A—18,316-18,316-100%$506.5K———
Mutual Advisors, LLC
N/A—18,104-18,104-100%$500.6K———
National Bank of Canada
N/A—17,785-17,785-100%$491.6K———
Intrepid Financial Planning Group LLC
N/A—17,702-17,702-100%$489.5K———
Gladstone Institutional Advisory LLC
N/A—17,025-17,025-100%$470.7K———
Northstar Group, Inc.
N/A—16,700-16,700-100%$461.8K———
Channel Wealth LLC
N/A—15,881-15,881-100%$439.1K———
Top Private Wealth Llc.
N/A—15,661-15,661-100%$433.0K———
Keebeck Wealth Management
N/A—14,656-14,656-100%$405.2K———
Savant Capital, LLC
N/A—13,485-13,485-100%$360.6K———
Arkadios Wealth Advisors
N/A—11,875-11,875-100%$328.3K———
Mercer Global Advisors Inc
N/A—11,744-11,744-100%$324.7K———
JPMorgan Chase & Co
N/A—11,042-11,042-100%$302.1K———
Great Valley Advisor Group, Inc.
N/A—10,993-10,993-100%$304.0K———
Cornerstone Select Advisors, LLC
N/A—10,406-10,406-100%$287.7K———
Innovative Asset Advisors Group, LLC
N/A—10,375-10,375-100%$286.9K———
Bank of Montreal
N/A—10,175-10,175-100%$281.3K———
EP Wealth Advisors, LLC
N/A—9,231-9,231-100%$255.2K———
Phoenix Financial Ltd.
N/A—9,217-9,217-100%$254.9K———
Family Manage LLC
N/A—8,851-8,851-100%$244.7K———
Kovack Advisors, Inc.
N/A—8,619-8,619-100%$238.4K———
Berkeley Capital Partners, LLC
N/A—8,400-8,400-100%$232.3K———
Global Retirement Partners, LLC
N/A—8,230-8,230-100%$227.6K———
PFG Investments, LLC
N/A—8,097-8,097-100%$223.9K———
American Trust
N/A—7,862-7,862-100%$217.4K———
Merit Financial Group, LLC
N/A—7,634-7,634-100%$211.1K———
IAM Advisory, LLC
N/A—7,399-7,399-100%$204.6K———
Maridea Wealth Management LLC
N/A—7,378-7,378-100%$204.0K———
Group One Trading LLC
N/A—6,323-6,323-100%$174.8K———
BlackRock, Inc.
N/A—4,780-4,780-100%$132.2K———
Aventura Private Wealth, LLC
N/A—4,374-4,374-100%$120.9K———
Northwestern Mutual Wealth Management Co
N/A—4,029-4,029-100%$111.4K———
Jones Financial Companies Lllp
N/A—3,626-3,626-100%$97.4K———
Ancora Advisors LLCA
N/A—3,593-3,593-100%$99.4K———
Continuum Advisory, LLC
N/A—2,555-2,555-100%$70.6K———
BFC Planning, Inc.
N/A—2,217-2,217-100%$61.3K———
Bartlett & Co. Wealth Management LLC
N/A—2,160-2,160-100%$59.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,047-2,047-100%$56.6K———
Barclays PLC
N/A—2,000-2,000-100%$55.3K———
Smartleaf Asset Management LLC
N/A—1,748-1,748-100%$47.8K———
PNC Financial Services Group, Inc.
N/A—1,600-1,600-100%$44.2K———
Colonial Trust Co / SC
N/A—927-927-100%$25.6K———
Geneos Wealth Management Inc.
N/A—591-591-100%$16.3K———
JPL Wealth Management, LLC
N/A—500-500-100%$13.8K———
ST Germain D J Co Inc
N/A—489-489-100%$13.5K———
Crewe Advisors LLC
N/A—325-325-100%$9.0K———
PIN OAK Investment Advisors Inc
N/A—318-318-100%$9———
Atlantic Union Bankshares Corp
N/A—200-200-100%$5.5K———
Silicon Valley Capital Partners
N/A—170-170-100%$4.7K———
HHM Wealth Advisors, LLC
N/A—152-152-100%$4.2K———
Clearstead Advisors, LLC
N/A—100-100-100%$2.8K———
Vanguard Advisers Inc
N/A—50-50-100%$1.4K———
Bogart Wealth, LLC
N/A—14-14-100%$387———
Showing 346 of 346 institutions