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Roundhill GEN AI & Tech ETF (CHAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares745,755 from 667,470
Change+78,285 (+12%)
Value$68.6M (+$2.7M)
Filed 2026-11-06
Gradient Investments LLC
DECREASED
Shares213,846 from 279,378
Change-65,532 (-23%)
Value$19.7M (-$7.9M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares161,468 from 163,188
Change-1,720 (-1%)
Value$14.9M (-$1.3M)
Filed 2026-11-02
Berbice Capital Management LLC
INCREASED
Shares81,714 from 79,814
Change+1,900 (+2%)
Value$7.5M (-$360.0K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
INCREASED
Shares70,725 from 69,330
Change+1,395 (+2%)
Value$6.5M (-$336.1K)
Filed 2026-11-02
Gemmer Asset Management LLC
DECREASED
Shares69,391 from 70,695
Change-1,304 (-2%)
Value$6.4M (-$593.6K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares39,703 from 37,542
Change+2,161 (+6%)
Value$3.7K (-$3.7M)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares39,056 from 35,100
Change+3,956 (+11%)
Value$3.6M (+$128.7K)
Filed 2026-10-28
Money Concepts Capital Corp
DECREASED
Shares33,571 from 36,251
Change-2,680 (-7%)
Value$3.1M (-$489.4K)
Filed 2026-11-06
Unique Wealth, LLC
DECREASED
Shares28,785 from 29,516
Change-731 (-2%)
Value$2.6M (-$265.0K)
Filed 2026-10-16
J.Safra Asset Management Corp
NEW
Shares25,429
Change+25,429
Value$2.3M
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares25,350 from 23,852
Change+1,498 (+6%)
Value$2.3M (-$22.0K)
Filed 2026-10-16
Box Hill Private Wealth LLC
INCREASED
Shares23,420 from 22,537
Change+883 (+4%)
Value$2.2M (-$69.8K)
Filed 2026-10-05
Visionary Wealth Advisors
DECREASED
Shares23,262 from 23,462
Change-200 (-1%)
Value$2.1M (-$175.6K)
Filed 2026-11-04
Valley National Advisers Inc
DECREASED
Shares20,196 from 20,198
Change-2 (0%)
Value$1.9M (-$135.5K)
Filed 2026-10-23
Venture Visionary Partners LLC
DECREASED
Shares20,140 from 20,261
Change-121 (-1%)
Value$1.9M (-$146.9K)
Filed 2026-10-07
WealthPlan Investment Management, LLC
INCREASED
Shares19,617 from 19,248
Change+369 (+2%)
Value$1.8M (-$95.0K)
Filed 2026-10-15
Providence First Trust Co
DECREASED
Shares18,113 from 21,031
Change-2,918 (-14%)
Value$1.7M (-$409.3K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares17,669 from 14,181
Change+3,488 (+25%)
Value$1.6M (+$225.9K)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares14,715 from 14,714
Change+1 (+0%)
Value$1.5M (+$76)
Filed 2026-11-06
VestGen Advisors, LLC
INCREASED
Shares13,025 from 9,705
Change+3,320 (+34%)
Value$1.2M (+$240.4K)
Filed 2026-10-27
Noble Wealth Management PBC
INCREASED
Shares12,430 from 4,780
Change+7,650 (+160%)
Value$1.1M (+$671.6K)
Filed 2026-10-01
Howard Financial Services, Ltd.
UNCHANGED
Shares11,764 from 11,764
Change0 (0%)
Value$1.1M (-$78.8K)
Filed 2026-10-15
Endowment Wealth Management, Inc.
DECREASED
Shares11,448 from 11,473
Change-25 (0%)
Value$1.1M (-$79.1K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares11,432 from 11,737
Change-305 (-3%)
Value$1.1M (-$30.0K)
Filed 2026-11-02
Beacon Financial Advisory LLC
DECREASED
Shares10,351 from 10,556
Change-205 (-2%)
Value$952.1K (-$89.6K)
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares9,589 from 42,254
Change-32,665 (-77%)
Value$882.0K (-$3.3M)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares9,440 from 6,356
Change+3,084 (+49%)
Value$868.3K (+$241.1K)
Filed 2026-10-21
Independent Financial Group, LLC
NEW
Shares9,342
Change+9,342
Value$859.3K
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares8,180 from 8,600
Change-420 (-5%)
Value$747.6K (-$41.3K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares8,037 from 13,687
Change-5,650 (-41%)
Value$739.3K (-$611.4K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares7,613
Change+7,613
Value$608
Filed 2026-11-03
McAdam, LLC
INCREASED
Shares7,216 from 6,702
Change+514 (+8%)
Value$663.7K (+$2.4K)
Filed 2026-10-21
MCF Advisors LLC
DECREASED
Shares7,106 from 7,327
Change-221 (-3%)
Value$653.6K (-$69.4K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
UNCHANGED
Shares6,824 from 6,824
Change0 (0%)
Value$627.7K (-$45.7K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,431 from 6,462
Change-31 (0%)
Value$591.5K (-$46.1K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
DECREASED
Shares6,020 from 6,231
Change-211 (-3%)
Value$553.7K (-$61.2K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares5,788 from 5,504
Change+284 (+5%)
Value$532.4K (-$10.8K)
Filed 2026-10-08
KCM Investment Advisors LLC
INCREASED
Shares5,559 from 5,097
Change+462 (+9%)
Value$511.3K (+$8.3K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
NEW
Shares5,444
Change+5,444
Value$500.7K
Filed 2026-10-26
Vestia Personal Wealth Advisors
UNCHANGED
Shares5,149 from 5,149
Change0 (0%)
Value$473.6K (-$34.5K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares4,933 from 5,923
Change-990 (-17%)
Value$453.8K (-$130.7K)
Filed 2026-10-20
Paladin Wealth, LLC
DECREASED
Shares4,897 from 5,164
Change-267 (-5%)
Value$450.5K (-$59.1K)
Filed 2026-10-23
Moors & Cabot, Inc.
UNCHANGED
Shares4,882 from 4,882
Change0 (0%)
Value$449.1K (-$32.7K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares4,734 from 4,475
Change+259 (+6%)
Value$435.4K (-$6.1K)
Filed 2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$432.3K (-$31.5K)
Filed 2026-10-08
Cranbrook Wealth Management, LLC
INCREASED
Shares4,493 from 3,179
Change+1,314 (+41%)
Value$413.3K (+$99.6K)
Filed 2026-10-28
Ritholtz Wealth Management
DECREASED
Shares4,450 from 5,273
Change-823 (-16%)
Value$409.3K (-$111.0K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares4,291 from 13,996
Change-9,705 (-69%)
Value$394.7K (-$986.4K)
Filed 2026-10-27
Gill Capital Partners, LLC
UNCHANGED
Shares4,232 from 4,232
Change0 (0%)
Value$389.2K (-$28.4K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED
Shares3,894 from 4,463
Change-569 (-13%)
Value$358.2K (-$82.2K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
UNCHANGED
Shares3,815 from 3,815
Change0 (0%)
Value$350.9K (-$25.6K)
Filed 2026-10-14
Merit Financial Group, LLC
UNCHANGED
Shares3,046 from 3,046
Change0 (0%)
Value$280.2K (-$20.4K)
Filed 2026-11-06
Sunpointe, LLC
DECREASED
Shares2,994 from 3,096
Change-102 (-3%)
Value$275.4K (-$30.2K)
Filed 2026-10-22
3Chopt Investment Partners, LLC
DECREASED
Shares2,932 from 3,095
Change-163 (-5%)
Value$269.7K (-$35.7K)
Filed 2026-10-30
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,922 from 6,704
Change-3,782 (-56%)
Value$268.8K (-$392.8K)
Filed 2026-10-14
Columbia Advisory Partners LLC
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$265.4K (-$19.3K)
Filed 2026-10-15
Diversified Portfolios, Inc.
UNCHANGED
Shares2,863 from 2,863
Change0 (0%)
Value$263.3K (-$19.2K)
Filed 2026-11-04
Sentinel Pension Advisors, LLC
NEW
Shares2,850
Change+2,850
Value$262.1K
Filed 2026-11-02
Chris Bulman Inc
NEW
Shares2,848
Change+2,848
Value$261.9K
Filed 2026-10-20
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares2,786 from 3,165
Change-379 (-12%)
Value$256.3K (-$56.1K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares2,751 from 2,284
Change+467 (+20%)
Value$253.0K (+$27.7K)
Filed 2026-11-03
Integrity Alliance, Llc.
NEW
Shares2,655
Change+2,655
Value$244.2K
Filed 2026-10-29
StoneX Group Inc.
DECREASED
Shares2,581 from 3,178
Change-597 (-19%)
Value$227.4K (-$27.3K)
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares2,496 from 15,587
Change-13,091 (-84%)
Value$229.6K (-$1.3M)
Filed 2026-11-09
Sigma Planning Corp
DECREASED
Shares2,410 from 6,576
Change-4,166 (-63%)
Value$221.6K (-$427.2K)
Filed 2026-10-23
Belvedere Trading LLC
DECREASED
Shares2,406 from 19,659
Change-17,253 (-88%)
Value$221.3K (-$1.7M)
Filed 2026-11-05
Capital Investment Advisors, LLC
UNCHANGED
Shares2,404 from 2,404
Change0 (0%)
Value$221.1K (-$16.1K)
Filed 2026-10-22
HighPoint Advisor Group LLC
NEW
Shares2,310
Change+2,310
Value$212.4K
Filed 2026-11-09
Valley Brook Capital Group, Inc.
INCREASED
Shares2,285 from 2,210
Change+75 (+3%)
Value$210.2K (-$7.9K)
Filed 2026-10-26
Independent Wealth Advisors LLC
UNCHANGED
Shares2,261 from 2,261
Change0 (0%)
Value$207.9K (-$15.1K)
Filed 2026-10-27
Meitav Investment House LTD
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$202.7K (-$15.3K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares1,654 from 65
Change+1,589 (+2445%)
Value$152.1K (+$145.7K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares1,526 from 1,187
Change+339 (+29%)
Value$140.4K (+$23.2K)
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares1,484 from 2,736
Change-1,252 (-46%)
Value$136.5K (-$133.5K)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares1,368 from 1,368
Change0 (0%)
Value$125.8K (-$9.2K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares1,246 from 1,244
Change+2 (+0%)
Value$114.6K (-$8.2K)
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$113.2K (-$8.2K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$108.4K (-$7.9K)
Filed 2026-10-27
POM Investment Strategies, LLC
NEW
Shares1,095
Change+1,095
Value$100.7K
Filed 2026-10-20
Bank of Montreal
INCREASED
Shares1,069 from 660
Change+409 (+62%)
Value$98.3K (+$33.2K)
Filed 2026-11-09
Signature Equity Partners, LLC
INCREASED
Shares892 from 635
Change+257 (+40%)
Value$82.0K (+$19.4K)
Filed 2026-10-29
IFG Advisory, LLC
INCREASED
Shares828 from 309
Change+519 (+168%)
Value$76.2K (+$45.7K)
Filed 2026-11-09
Geneos Wealth Management Inc.
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$74.8K (-$5.4K)
Filed 2026-11-09
Barclays PLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$73.6K (-$5.4K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares696 from 569
Change+127 (+22%)
Value$64.0K (+$7.9K)
Filed 2026-11-04
Creative Financial Designs Inc
NEW
Shares689
Change+689
Value$63.4K
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares685 from 655
Change+30 (+5%)
Value$63.0K (-$1.6K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares634 from 633
Change+1 (+0%)
Value$58.3K (-$4.2K)
Filed 2026-11-03
Evermay Wealth Management LLC
DECREASED
Shares485 from 545
Change-60 (-11%)
Value$44.6K (-$9.2K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$43.1K (-$3.1K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$40.7K (-$3.0K)
Filed 2026-10-26
Financial Freedom, LLC
NEW
Shares350
Change+350
Value$32.2K
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$30.6K (-$2.2K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares330 from 100
Change+230 (+230%)
Value$30.4K (+$20.5K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares325 from 34
Change+291 (+856%)
Value$29.9K (+$26.6K)
Filed 2026-11-06
CNB Bank
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$29.3K (-$2.1K)
Filed 2026-11-09
Assetmark, Inc
INCREASED
Shares309 from 299
Change+10 (+3%)
Value$28.4K (-$1.1K)
Filed 2026-10-21
Gen-Wealth Partners Inc
INCREASED
Shares261 from 204
Change+57 (+28%)
Value$24.0K (+$3.9K)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$22.8K (-$1.7K)
Filed 2026-10-23
Strategic Advocates LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$22.6K (-$1.6K)
Filed 2026-11-03
Vision Financial Markets LLC
DECREASED
Shares214 from 274
Change-60 (-22%)
Value$20.0K (-$5.6K)
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$18.7K (-$1.4K)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares199
Change+199
Value$18.3K
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares80
Change+80
Value$7.4K
Filed 2026-10-21
Adirondack Trust Co
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$7.2K (-$523)
Filed 2026-10-14
Hantz Financial Services, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$5 (-$5.0K)
Filed 2026-11-09
Elevated Capital Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.8K (-$207)
Filed 2026-11-04
Reap Financial Group, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.2K (-$160)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.5K (-$106)
Filed 2026-10-23
Bfsg, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.4K (-$101)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$3)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$552 (-$40)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares1 from 157
Change-156 (-99%)
Value$92 (-$15.4K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$9.9M)
Filed 2026-11-03
Imc-Chicago, LLC
CLOSED
Shares0 from 10,861
Change-10,861 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Brown Wealth Management, LLC
CLOSED
Shares0 from 4,270
Change-4,270 (-100%)
Value$0 (-$421.4K)
Filed 2026-10-20
Sowell Financial Services LLC
CLOSED
Shares0 from 4,024
Change-4,024 (-100%)
Value$0 (-$397.1K)
Filed 2026-10-23
Berman McAleer LLC
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$256.6K)
Filed 2026-10-16
Valmark Advisers, Inc.
CLOSED
Shares0 from 2,595
Change-2,595 (-100%)
Value$0 (-$256.1K)
Filed 2026-11-06
Fusion Capital, LLC
CLOSED
Shares0 from 2,345
Change-2,345 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-28
Certior Financial Group, LLC
CLOSED
Shares0 from 2,126
Change-2,126 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-19
Sun Group Wealth Partners
CLOSED
Shares0 from 2,114
Change-2,114 (-100%)
Value$0 (-$208.6K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 2,095
Change-2,095 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-08
Zega Investments, LLC
CLOSED
Shares0 from 2,086
Change-2,086 (-100%)
Value$0 (-$205.8K)
Filed 2026-11-04
Beacon Capital Management, LLC
CLOSED
Shares0 from 2,079
Change-2,079 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-23
Mach-1 Financial Group, LLC
CLOSED
Shares0 from 2,055
Change-2,055 (-100%)
Value$0 (-$202.8K)
Filed 2026-11-06
Vestor Capital, LLC
CLOSED
Shares0 from 1,870
Change-1,870 (-100%)
Value$0 (-$355)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-29
CoreCap Advisors, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-08
Mainstay Capital Management LLC
N/A
Shares— from 992,705
Change-992,705 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 143,248
Change-143,248 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 101,534
Change-101,534 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 82,761
Change-82,761 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 78,162
Change-78,162 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 76,986
Change-76,986 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 64,968
Change-64,968 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60,777
Change-60,777 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 55,467
Change-55,467 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 49,719
Change-49,719 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 40,631
Change-40,631 (-100%)
Value—
UBS Group AG
N/A
Shares— from 34,551
Change-34,551 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,656
Change-30,656 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,250
Change-29,250 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,435
Change-24,435 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 23,646
Change-23,646 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 22,529
Change-22,529 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,314
Change-22,314 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 21,439
Change-21,439 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,736
Change-14,736 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,443
Change-13,443 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,794
Change-12,794 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,113
Change-9,113 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,080
Change-9,080 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,029
Change-9,029 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,895
Change-8,895 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 7,195
Change-7,195 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 462
Change-462 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 430
Change-430 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 351
Change-351 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 226
Change-226 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 216
Change-216 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 191
Change-191 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 167
Change-167 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 141
Change-141 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 132
Change-132 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 77
Change-77 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 31
Change-31 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 27
Change-27 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 20
Change-20 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED745,755667,470+78,285+12%$65.9M$68.6M+$2.7M2026-11-06
Gradient Investments LLC
DECREASED213,846279,378-65,532-23%$27.6M$19.7M-$7.9M2026-10-08
Commonwealth Equity Services, LLC
DECREASED161,468163,188-1,720-1%$16.1M$14.9M-$1.3M2026-11-02
Berbice Capital Management LLC
INCREASED81,71479,814+1,900+2%$7.9M$7.5M-$360.0K2026-10-13
Quadcap Wealth Management, LLC
INCREASED70,72569,330+1,395+2%$6.8M$6.5M-$336.1K2026-11-02
Gemmer Asset Management LLC
DECREASED69,39170,695-1,304-2%$7.0M$6.4M-$593.6K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED39,70337,542+2,161+6%$3.7M$3.7K-$3.7M2026-11-02
MGO One Seven LLC
INCREASED39,05635,100+3,956+11%$3.5M$3.6M+$128.7K2026-10-28
Money Concepts Capital Corp
DECREASED33,57136,251-2,680-7%$3.6M$3.1M-$489.4K2026-11-06
Unique Wealth, LLC
DECREASED28,78529,516-731-2%$2.9M$2.6M-$265.0K2026-10-16
J.Safra Asset Management Corp
NEW25,429—+25,429——$2.3M—2026-11-03
Concurrent Investment Advisors, LLC
INCREASED25,35023,852+1,498+6%$2.4M$2.3M-$22.0K2026-10-16
Box Hill Private Wealth LLC
INCREASED23,42022,537+883+4%$2.2M$2.2M-$69.8K2026-10-05
Visionary Wealth Advisors
DECREASED23,26223,462-200-1%$2.3M$2.1M-$175.6K2026-11-04
Valley National Advisers Inc
DECREASED20,19620,198-20%$2.0M$1.9M-$135.5K2026-10-23
Venture Visionary Partners LLC
DECREASED20,14020,261-121-1%$2.0M$1.9M-$146.9K2026-10-07
WealthPlan Investment Management, LLC
INCREASED19,61719,248+369+2%$1.9M$1.8M-$95.0K2026-10-15
Providence First Trust Co
DECREASED18,11321,031-2,918-14%$2.1M$1.7M-$409.3K2026-11-02
Creative Planning
INCREASED17,66914,181+3,488+25%$1.4M$1.6M+$225.9K2026-11-02
Allworth Financial LP
INCREASED14,71514,714+1+0%$1.5M$1.5M+$762026-11-06
VestGen Advisors, LLC
INCREASED13,0259,705+3,320+34%$957.7K$1.2M+$240.4K2026-10-27
Noble Wealth Management PBC
INCREASED12,4304,780+7,650+160%$471.7K$1.1M+$671.6K2026-10-01
Howard Financial Services, Ltd.
UNCHANGED11,76411,76400%$1.2M$1.1M-$78.8K2026-10-15
Endowment Wealth Management, Inc.
DECREASED11,44811,473-250%$1.1M$1.1M-$79.1K2026-11-03
International Assets Investment Management, LLC
DECREASED11,43211,737-305-3%$1.1M$1.1M-$30.0K2026-11-02
Beacon Financial Advisory LLC
DECREASED10,35110,556-205-2%$1.0M$952.1K-$89.6K2026-10-16
Brookstone Capital Management
DECREASED9,58942,254-32,665-77%$4.2M$882.0K-$3.3M2026-10-22
Wealthcare Advisory Partners LLC
INCREASED9,4406,356+3,084+49%$627.2K$868.3K+$241.1K2026-10-21
Independent Financial Group, LLC
NEW9,342—+9,342——$859.3K—2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED8,1808,600-420-5%$788.9K$747.6K-$41.3K2026-10-13
SeaCrest Wealth Management, LLC
DECREASED8,03713,687-5,650-41%$1.4M$739.3K-$611.4K2026-10-21
M Holdings Securities, Inc.
NEW7,613—+7,613——$608—2026-11-03
McAdam, LLC
INCREASED7,2166,702+514+8%$661.4K$663.7K+$2.4K2026-10-21
MCF Advisors LLC
DECREASED7,1067,327-221-3%$723.0K$653.6K-$69.4K2026-10-28
Valeo Financial Advisors, LLC
UNCHANGED6,8246,82400%$673.4K$627.7K-$45.7K2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED6,4316,462-310%$637.7K$591.5K-$46.1K2026-11-03
Armstrong Advisory Group, Inc
DECREASED6,0206,231-211-3%$614.8K$553.7K-$61.2K2026-10-09
Farther Finance Advisors, LLC
INCREASED5,7885,504+284+5%$543.2K$532.4K-$10.8K2026-10-08
KCM Investment Advisors LLC
INCREASED5,5595,097+462+9%$503.0K$511.3K+$8.3K2026-10-27
Total Clarity Wealth Management, Inc.
NEW5,444—+5,444——$500.7K—2026-10-26
Vestia Personal Wealth Advisors
UNCHANGED5,1495,14900%$508.1K$473.6K-$34.5K2026-10-20
Integrated Advisors Network LLC
DECREASED4,9335,923-990-17%$584.5K$453.8K-$130.7K2026-10-20
Paladin Wealth, LLC
DECREASED4,8975,164-267-5%$509.6K$450.5K-$59.1K2026-10-23
Moors & Cabot, Inc.
UNCHANGED4,8824,88200%$481.8K$449.1K-$32.7K2026-11-06
Kestra Advisory Services, LLC
INCREASED4,7344,475+259+6%$441.6K$435.4K-$6.1K2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED4,7004,70000%$463.8K$432.3K-$31.5K2026-10-08
Cranbrook Wealth Management, LLC
INCREASED4,4933,179+1,314+41%$313.7K$413.3K+$99.6K2026-10-28
Ritholtz Wealth Management
DECREASED4,4505,273-823-16%$520.3K$409.3K-$111.0K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED4,29113,996-9,705-69%$1.4M$394.7K-$986.4K2026-10-27
Gill Capital Partners, LLC
UNCHANGED4,2324,23200%$417.6K$389.2K-$28.4K2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED3,8944,463-569-13%$440.4K$358.2K-$82.2K2026-10-23
Tempus Wealth Planning, LLC
UNCHANGED3,8153,81500%$376.5K$350.9K-$25.6K2026-10-14
Merit Financial Group, LLC
UNCHANGED3,0463,04600%$300.6K$280.2K-$20.4K2026-11-06
Sunpointe, LLC
DECREASED2,9943,096-102-3%$305.5K$275.4K-$30.2K2026-10-22
3Chopt Investment Partners, LLC
DECREASED2,9323,095-163-5%$305.4K$269.7K-$35.7K2026-10-30
Redhawk Wealth Advisors, Inc.
DECREASED2,9226,704-3,782-56%$661.6K$268.8K-$392.8K2026-10-14
Columbia Advisory Partners LLC
UNCHANGED2,8852,88500%$284.7K$265.4K-$19.3K2026-10-15
Diversified Portfolios, Inc.
UNCHANGED2,8632,86300%$282.5K$263.3K-$19.2K2026-11-04
Sentinel Pension Advisors, LLC
NEW2,850—+2,850——$262.1K—2026-11-02
Chris Bulman Inc
NEW2,848—+2,848——$261.9K—2026-10-20
Kingsbury Capital Investment Advisors LLC
DECREASED2,7863,165-379-12%$312.3K$256.3K-$56.1K2026-10-20
HUB Investment Partners, LLC
INCREASED2,7512,284+467+20%$225.4K$253.0K+$27.7K2026-11-03
Integrity Alliance, Llc.
NEW2,655—+2,655——$244.2K—2026-10-29
StoneX Group Inc.
DECREASED2,5813,178-597-19%$254.7K$227.4K-$27.3K2026-11-03
Harbour Investments, Inc.
DECREASED2,49615,587-13,091-84%$1.5M$229.6K-$1.3M2026-11-09
Sigma Planning Corp
DECREASED2,4106,576-4,166-63%$648.9K$221.6K-$427.2K2026-10-23
Belvedere Trading LLC
DECREASED2,40619,659-17,253-88%$1.9M$221.3K-$1.7M2026-11-05
Capital Investment Advisors, LLC
UNCHANGED2,4042,40400%$237.2K$221.1K-$16.1K2026-10-22
HighPoint Advisor Group LLC
NEW2,310—+2,310——$212.4K—2026-11-09
Valley Brook Capital Group, Inc.
INCREASED2,2852,210+75+3%$218.1K$210.2K-$7.9K2026-10-26
Independent Wealth Advisors LLC
UNCHANGED2,2612,26100%$223.1K$207.9K-$15.1K2026-10-27
Meitav Investment House LTD
UNCHANGED2,2302,23000%$218.0K$202.7K-$15.3K2026-10-28
Rossby Financial, LCC
INCREASED1,65465+1,589+2445%$6.4K$152.1K+$145.7K2026-11-05
IFP Advisors, Inc
INCREASED1,5261,187+339+29%$117.1K$140.4K+$23.2K2026-10-16
Simplex Trading, LLC
DECREASED1,4842,736-1,252-46%$270.0K$136.5K-$133.5K2026-11-04
Evolution Wealth Management Inc.
UNCHANGED1,3681,36800%$135.0K$125.8K-$9.2K2026-10-28
Blue Trust, Inc.
INCREASED1,2461,244+2+0%$122.8K$114.6K-$8.2K2026-10-15
Spire Wealth Management
UNCHANGED1,2311,23100%$121.5K$113.2K-$8.2K2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED1,1781,17800%$116.2K$108.4K-$7.9K2026-10-27
POM Investment Strategies, LLC
NEW1,095—+1,095——$100.7K—2026-10-20
Bank of Montreal
INCREASED1,069660+409+62%$65.1K$98.3K+$33.2K2026-11-09
Signature Equity Partners, LLC
INCREASED892635+257+40%$62.7K$82.0K+$19.4K2026-10-29
IFG Advisory, LLC
INCREASED828309+519+168%$30.5K$76.2K+$45.7K2026-11-09
Geneos Wealth Management Inc.
UNCHANGED81381300%$80.2K$74.8K-$5.4K2026-11-09
Barclays PLC
UNCHANGED80080000%$78.9K$73.6K-$5.4K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED696569+127+22%$56.1K$64.0K+$7.9K2026-11-04
Creative Financial Designs Inc
NEW689—+689——$63.4K—2026-11-04
Clearstead Advisors, LLC
INCREASED685655+30+5%$64.6K$63.0K-$1.6K2026-11-06
Parallel Advisors, LLC
INCREASED634633+1+0%$62.5K$58.3K-$4.2K2026-11-03
Evermay Wealth Management LLC
DECREASED485545-60-11%$53.8K$44.6K-$9.2K2026-11-05
Private Trust Co NA
UNCHANGED46946900%$46.3K$43.1K-$3.1K2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED44244200%$43.6K$40.7K-$3.0K2026-10-26
Financial Freedom, LLC
NEW350—+350——$32.2K—2026-11-06
Larson Financial Group LLC
UNCHANGED33333300%$32.9K$30.6K-$2.2K2026-11-05
US Bancorp \de\
INCREASED330100+230+230%$9.9K$30.4K+$20.5K2026-11-05
PNC Financial Services Group, Inc.
INCREASED32534+291+856%$3.4K$29.9K+$26.6K2026-11-06
CNB Bank
UNCHANGED31931900%$31.5K$29.3K-$2.1K2026-11-09
Assetmark, Inc
INCREASED309299+10+3%$29.5K$28.4K-$1.1K2026-10-21
Gen-Wealth Partners Inc
INCREASED261204+57+28%$20.1K$24.0K+$3.9K2026-11-04
Financial Consulate, Inc
UNCHANGED24824800%$24.5K$22.8K-$1.7K2026-10-23
Strategic Advocates LLC
UNCHANGED24624600%$24.3K$22.6K-$1.6K2026-11-03
Vision Financial Markets LLC
DECREASED214274-60-22%$25.6K$20.0K-$5.6K2026-10-22
Triumph Capital Management
UNCHANGED20320300%$20.0K$18.7K-$1.4K2026-10-14
GK Wealth Management LLC
NEW199—+199——$18.3K—2026-10-09
Root Financial Partners, LLC
NEW80—+80——$7.4K—2026-10-21
Adirondack Trust Co
UNCHANGED787800%$7.7K$7.2K-$5232026-10-14
Hantz Financial Services, Inc.
UNCHANGED515100%$5.0K$5-$5.0K2026-11-09
Elevated Capital Advisors, LLC
UNCHANGED313100%$3.0K$2.8K-$2072026-11-04
Reap Financial Group, LLC
UNCHANGED242400%$2.4K$2.2K-$1602026-11-02
Signaturefd, LLC
UNCHANGED161600%$1.6K$1.5K-$1062026-10-23
Bfsg, LLC
UNCHANGED151500%$1.5K$1.4K-$1012026-10-30
TD Waterhouse Canada Inc.
UNCHANGED121200%$1.1K$1.1K-$32026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED6600%$592$552-$402026-11-04
Russell Investments Group, Ltd.
DECREASED1157-156-99%$15.5K$92-$15.4K2026-11-06
Mirae Asset Global Investments Co., Ltd.
CLOSED0100,000-100,000-100%$9.9M$0-$9.9M2026-11-03
Imc-Chicago, LLC
CLOSED010,861-10,861-100%$1.1M$0-$1.1M2026-11-05
Brown Wealth Management, LLC
CLOSED04,270-4,270-100%$421.4K$0-$421.4K2026-10-20
Sowell Financial Services LLC
CLOSED04,024-4,024-100%$397.1K$0-$397.1K2026-10-23
Berman McAleer LLC
CLOSED02,600-2,600-100%$256.6K$0-$256.6K2026-10-16
Valmark Advisers, Inc.
CLOSED02,595-2,595-100%$256.1K$0-$256.1K2026-11-06
Fusion Capital, LLC
CLOSED02,345-2,345-100%$231.4K$0-$231.4K2026-10-28
Certior Financial Group, LLC
CLOSED02,126-2,126-100%$209.8K$0-$209.8K2026-10-19
Sun Group Wealth Partners
CLOSED02,114-2,114-100%$208.6K$0-$208.6K2026-10-26
Avidian Wealth Enterprises, LLC
CLOSED02,095-2,095-100%$206.8K$0-$206.8K2026-10-08
Zega Investments, LLC
CLOSED02,086-2,086-100%$205.8K$0-$205.8K2026-11-04
Beacon Capital Management, LLC
CLOSED02,079-2,079-100%$205.1K$0-$205.1K2026-10-23
Mach-1 Financial Group, LLC
CLOSED02,055-2,055-100%$202.8K$0-$202.8K2026-11-06
Vestor Capital, LLC
CLOSED01,870-1,870-100%$355$0-$3552026-11-04
Tucker Asset Management LLC
CLOSED064-64-100%$6.3K$0-$6.3K2026-10-29
CoreCap Advisors, LLC
CLOSED031-31-100%$3.1K$0-$3.1K2026-10-08
Mainstay Capital Management LLC
N/A—992,705-992,705-100%$98.0M———
Old Mission Capital LLC
N/A—143,248-143,248-100%$14.1M———
Susquehanna International Group, LLP
N/A—101,534-101,534-100%$10.0M———
Janney Montgomery Scott LLC
N/A—82,761-82,761-100%$8.2M———
Summit Financial, LLC
N/A—78,162-78,162-100%$7.7M———
Quadrature Capital Ltd
N/A—76,986-76,986-100%$7.6M———
LaSalle St. Investment Advisors, LLC
N/A—64,968-64,968-100%$6.4M———
Osaic Holdings, Inc.
N/A—60,777-60,777-100%$6.0M———
Moneta Group Investment Advisors LLC
N/A—55,467-55,467-100%$5.5M———
Insigneo Advisory Services, LLC
N/A—49,719-49,719-100%$4.9M———
Mattson Financial Services, LLC
N/A—40,631-40,631-100%$3.4M———
UBS Group AG
N/A—34,551-34,551-100%$3.4M———
Envestnet Asset Management Inc
N/A—30,656-30,656-100%$3.0M———
Stifel Financial Corp
N/A—29,250-29,250-100%$2.9M———
HRT Financial LP
N/A—24,435-24,435-100%$2.4M———
Seaview Investment Managers LLC
N/A—23,646-23,646-100%$2.3M———
Equitable Holdings, Inc.
N/A—22,529-22,529-100%$2.2M———
Private Advisor Group, LLC
N/A—22,314-22,314-100%$2.2M———
Elequin Capital, LP
N/A—21,439-21,439-100%$2.1M———
HighTower Advisors, LLC
N/A—14,736-14,736-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—13,443-13,443-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—12,794-12,794-100%$1.3M———
AE Wealth Management LLC
N/A—9,375-9,375-100%$925.1K———
Regatta Research & Money Management
N/A—9,354-9,354-100%$923.0K———
Morgan Stanley
N/A—9,113-9,113-100%$899.3K———
Cary Street Partners Financial LLC
N/A—9,080-9,080-100%$896.0K———
Mariner, LLC
N/A—9,029-9,029-100%$891.0K———
Brookwood Investment Group LLC
N/A—8,895-8,895-100%$877.8K———
United Capital Financial Advisors, LLC
N/A—7,791-7,791-100%$768.8K———
Sivia Capital Partners, LLC
N/A—7,195-7,195-100%$710.0K———
Kovack Advisors, Inc.
N/A—6,996-6,996-100%$685.8K———
Raymond James Financial Inc
N/A—6,654-6,654-100%$656.6K———
Belpointe Asset Management LLC
N/A—6,550-6,550-100%$646.4K———
Savvy Advisors, Inc.
N/A—6,443-6,443-100%$635.8K———
Focus Partners Wealth
N/A—6,270-6,270-100%$618.7K———
Gladstone Institutional Advisory LLC
N/A—5,883-5,883-100%$580.5K———
PFG Investments, LLC
N/A—5,547-5,547-100%$547.4K———
Cetera Investment Advisers
N/A—5,286-5,286-100%$521.6K———
Stephens Inc
N/A—5,263-5,263-100%$519.4K———
Wells Fargo & Company
N/A—5,220-5,220-100%$515.1K———
Group One Trading LLC
N/A—5,046-5,046-100%$497.9K———
Integrated Wealth Concepts LLC
N/A—4,796-4,796-100%$473.3K———
Kintra Wealth, LLC
N/A—4,509-4,509-100%$422.0K———
Rollins Financial Advisors, LLC
N/A—4,472-4,472-100%$441.3K———
Rockefeller Capital Management L.P.
N/A—4,304-4,304-100%$424.7K———
Citadel Advisors LLC
N/A—4,174-4,174-100%$411.9K———
Strategic Financial Concepts, LLC
N/A—3,890-3,890-100%$383.9K———
NewEdge Advisors, LLC
N/A—3,666-3,666-100%$361.7K———
Ausdal Financial Partners, Inc.
N/A—3,612-3,612-100%$356.4K———
Goldman Sachs Group Inc
N/A—3,400-3,400-100%$335.5K———
Berkeley Capital Partners, LLC
N/A—3,314-3,314-100%$327.0K———
Advyzon Investment Management, LLC
N/A—3,293-3,293-100%$325.0K———
KMT Wealth Management, LLC
N/A—3,165-3,165-100%$312.3K———
Arkadios Wealth Advisors
N/A—3,151-3,151-100%$310.9K———
Fortis Capital Advisors, LLC
N/A—3,132-3,132-100%$309.1K———
Betterment LLC
N/A—3,113-3,113-100%$307.0K———
IAM Advisory, LLC
N/A—3,085-3,085-100%$304.4K———
Oxinas Partners, LLC
N/A—3,076-3,076-100%$303.6K———
Brown Financial Advisors
N/A—3,043-3,043-100%$300.3K———
Brown Advisory Inc
N/A—3,002-3,002-100%$296.2K———
Benjamin Edwards Inc
N/A—3,000-3,000-100%$296.0K———
MML Investors Services, LLC
N/A—2,941-2,941-100%$290.2K———
Captrust Financial Advisors
N/A—2,914-2,914-100%$287.5K———
Sanctuary Advisors, LLC
N/A—2,901-2,901-100%$286.3K———
JT Stratford LLC
N/A—2,776-2,776-100%$273.9K———
Cerity Partners LLC
N/A—2,600-2,600-100%$256.6K———
Venturi Wealth Management, LLC
N/A—2,405-2,405-100%$237.3K———
Foundations Investment Advisors, LLC
N/A—2,374-2,374-100%$234.3K———
O'shaughnessy Asset Management, LLC
N/A—2,326-2,326-100%$229.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,278-2,278-100%$224.8K———
Global Retirement Partners, LLC
N/A—2,210-2,210-100%$218.1K———
Royal Bank of Canada
N/A—2,117-2,117-100%$209.0K———
PCG Wealth Advisors, LLC
N/A—2,111-2,111-100%$208.3K———
JPMorgan Chase & Co
N/A—1,322-1,322-100%$126.2K———
Mpwm Advisory Solutions, LLC
N/A—500-500-100%$49.3K———
Federation des caisses Desjardins du Quebec
N/A—462-462-100%$45.6K———
Morse Asset Management, Inc
N/A—430-430-100%$42.4K———
Aptus Capital Advisors, LLC
N/A—418-418-100%$41.2K———
Huntington National Bank
N/A—351-351-100%$34.6K———
Synergy Investment Management, LLC
N/A—290-290-100%$28.6K———
Ameriflex Group, Inc.
N/A—245-245-100%$24.2K———
BFC Planning, Inc.
N/A—226-226-100%$22.3K———
Roble, Belko & Company, Inc
N/A—216-216-100%$21———
Arax Advisory Partners
N/A—191-191-100%$18.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—167-167-100%$16.5K———
Ross\johnson & Associates LLC
N/A—150-150-100%$14.8K———
Mcguire Capital Advisors Inc
N/A—141-141-100%$13.9K———
Northwestern Mutual Wealth Management Co
N/A—132-132-100%$13.0K———
Cheviot Value Management, LLC
N/A—100-100-100%$9.9K———
Silicon Valley Capital Partners
N/A—77-77-100%$7.6K———
Highland Investment Advisors LLC
N/A—70-70-100%$6.9K———
Napier Financial, LLC
N/A—64-64-100%$6.3K———
Strategic Wealth Partners, Ltd.
N/A—38-38-100%$3.8K———
Fiduciary Financial Advisors
N/A—31-31-100%$3.0K———
Ancora Advisors LLCA
N/A—27-27-100%$2.7K———
Ameritas Advisory Services, LLC
N/A—25-25-100%$2.5K———
National Bank of Canada
N/A—20-20-100%$2.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—20-20-100%$2.0K———
Horizon Investments, LLC
N/A—8-8-100%$789———
Frazier Financial Advisors, LLC
N/A—5-5-100%$494———
Steward Partners Investment Advisory, LLC
N/A—2-2-100%$188———
Showing 231 of 231 institutions