Vaneck Merk Gold ETF (OUNZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Morton Capital Management LLC

INCREASED

Shares3,535,862 from 3,519,350

Change+16,512 (+0%)

Value$141.1M (+$5.3M)

Filed 2026-10-23

LPL Financial LLC

INCREASED

Shares3,280,973 from 3,170,456

Change+110,517 (+3%)

Value$130.9M (+$8.6M)

Filed 2026-11-06

Asset One Wealth Management LLC

DECREASED

Shares783,285 from 785,998

Change-2,713 (0%)

Value$31.3M (+$599.2K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares665,154 from 644,054

Change+21,100 (+3%)

Value$26.5K (-$24.8M)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares389,786 from 380,529

Change+9,257 (+2%)

Value$15.5M (+$435.8K)

Filed 2026-10-13

Euro Pacific Asset Management, LLC

DECREASED

Shares373,925 from 376,497

Change-2,572 (-1%)

Value$14.9M (+$368.6K)

Filed 2026-11-03

Pekin Hardy Strauss, Inc.

INCREASED

Shares294,079 from 267,079

Change+27,000 (+10%)

Value$11.7M (+$1.4M)

Filed 2026-11-02

Solstein Capital, LLC

INCREASED

Shares281,284 from 280,248

Change+1,036 (+0%)

Value$11.2M (+$408.5K)

Filed 2026-11-02

Accordant Advisory Group Inc

INCREASED

Shares279,054 from 272,802

Change+6,252 (+2%)

Value$11.1M (+$606.8K)

Filed 2026-10-29

Money Concepts Capital Corp

INCREASED

Shares238,324 from 234,984

Change+3,340 (+1%)

Value$9.5M (+$441.1K)

Filed 2026-11-06

Security National Bank

DECREASED

Shares233,627 from 321,957

Change-88,330 (-27%)

Value$9.3M (-$3.1M)

Filed 2026-10-26

Samalin Investment Counsel, LLC

DECREASED

Shares175,246 from 176,333

Change-1,087 (-1%)

Value$7.0M (+$187.6K)

Filed 2026-10-23

PDS Planning, Inc

UNCHANGED

Shares167,778 from 167,778

Change0 (0%)

Value$6.7M (+$219.8K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares160,914 from 159,261

Change+1,653 (+1%)

Value$6.4M (+$274.6K)

Filed 2026-10-08

Forum Financial Management, LP

UNCHANGED

Shares160,123 from 160,123

Change0 (0%)

Value$6.4M (+$209.8K)

Filed 2026-10-16

Capital Wealth Alliance, LLC

DECREASED

Shares146,258 from 146,727

Change-469 (0%)

Value$5.8M (+$173.5K)

Filed 2026-10-20

SFG Wealth Management, Llc.

DECREASED

Shares139,967 from 155,892

Change-15,925 (-10%)

Value$5.6M (-$431.2K)

Filed 2026-10-23

MH & Associates Securities Management Corp

INCREASED

Shares139,505 from 138,375

Change+1,130 (+1%)

Value$5.6M (+$226.4K)

Filed 2026-10-30

Guild Investment Management, Inc.

INCREASED

Shares129,090 from 127,390

Change+1,700 (+1%)

Value$5.2M (+$234.7K)

Filed 2026-11-03

Oppenheimer & Co Inc

DECREASED

Shares120,852 from 137,055

Change-16,203 (-12%)

Value$4.8M (-$467.0K)

Filed 2026-10-26

Sheets Smith Wealth Management

INCREASED

Shares116,589 from 112,189

Change+4,400 (+4%)

Value$4.7M (+$322.5K)

Filed 2026-10-16

Plan Group Financial, LLC

INCREASED

Shares114,225 from 105,275

Change+8,950 (+9%)

Value$4.5M (+$457.3K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares110,833 from 125,616

Change-14,783 (-12%)

Value$4.4M (-$425.3K)

Filed 2026-11-02

Simplicity Wealth,LLC

INCREASED

Shares107,272 from 95,925

Change+11,347 (+12%)

Value$4.3M (+$578.4K)

Filed 2026-10-23

Ferguson Shapiro LLC

INCREASED

Shares99,661 from 78,831

Change+20,830 (+26%)

Value$4.0M (+$934.4K)

Filed 2026-10-16

Bucket List Wealth Management, LLC

INCREASED

Shares96,916 from 94,341

Change+2,575 (+3%)

Value$3.9M (+$226.3K)

Filed 2026-10-22

Transce3nd, LLC

NEW

Shares96,371

Change+96,371

Value$3.8M

Filed 2026-10-26

Lyell Wealth Management, LP

INCREASED

Shares85,115 from 59,265

Change+25,850 (+44%)

Value$3.4M (+$1.1M)

Filed 2026-10-30

Meixler Investment Management, Ltd.

INCREASED

Shares84,682 from 73,739

Change+10,943 (+15%)

Value$3.4M (+$533.2K)

Filed 2026-11-03

Accurate Wealth Management, LLC

INCREASED

Shares79,231 from 69,356

Change+9,875 (+14%)

Value$3.2M (+$428.9K)

Filed 2026-10-20

Matauro, LLC

INCREASED

Shares77,080 from 48,199

Change+28,881 (+60%)

Value$3.1M (+$1.2M)

Filed 2026-11-03

Terra Nova Asset Management LLC

INCREASED

Shares75,190 from 55,695

Change+19,495 (+35%)

Value$3.0M (+$850.8K)

Filed 2026-10-13

Atria Investments, Inc

DECREASED

Shares74,108 from 96,581

Change-22,473 (-23%)

Value$3.0M (-$770.2K)

Filed 2026-10-15

Golden State Wealth Management, LLC

INCREASED

Shares72,770 from 62,354

Change+10,416 (+17%)

Value$2.9M (+$497.3K)

Filed 2026-11-02

Creative Planning

INCREASED

Shares65,687 from 63,347

Change+2,340 (+4%)

Value$2.6M (+$176.4K)

Filed 2026-11-02

UMB Bank, n.a.

UNCHANGED

Shares64,539 from 64,539

Change0 (0%)

Value$2.6M (+$84.5K)

Filed 2026-11-06

Valmark Advisers, Inc.

INCREASED

Shares63,532 from 49,821

Change+13,711 (+28%)

Value$2.5M (+$612.3K)

Filed 2026-11-06

Procyon Advisors, LLC

INCREASED

Shares60,192 from 59,742

Change+450 (+1%)

Value$2.4M (+$96.2K)

Filed 2026-10-21

Washington Trust Advisors, Inc.

INCREASED

Shares58,352 from 41,093

Change+17,259 (+42%)

Value$2.3M (+$742.5K)

Filed 2026-10-22

Blue Line Capital, LLC / IL

INCREASED

Shares56,209 from 45,106

Change+11,103 (+25%)

Value$2.2M (+$502.1K)

Filed 2026-11-04

RDA Financial Network

DECREASED

Shares55,534 from 68,375

Change-12,841 (-19%)

Value$2.2M (-$422.8K)

Filed 2026-10-15

Castleview Partners, LLC

INCREASED

Shares50,506 from 49,205

Change+1,301 (+3%)

Value$2.0M (+$116.4K)

Filed 2026-10-09

Sigma Planning Corp

DECREASED

Shares47,192 from 51,764

Change-4,572 (-9%)

Value$1.9M (-$114.6K)

Filed 2026-10-23

HB Wealth Management, LLC

INCREASED

Shares46,267 from 42,332

Change+3,935 (+9%)

Value$1.8M (+$212.5K)

Filed 2026-10-23

HBW Advisory Services LLC

DECREASED

Shares43,048 from 43,120

Change-72 (0%)

Value$1.7M (+$53.6K)

Filed 2026-10-15

USAdvisors Wealth Management, LLC

DECREASED

Shares43,045 from 62,842

Change-19,797 (-31%)

Value$1.7K (-$2.4M)

Filed 2026-10-21

Brookstone Capital Management

DECREASED

Shares40,968 from 44,713

Change-3,745 (-8%)

Value$1.6M (-$90.9K)

Filed 2026-10-22

Clear Harbor Asset Management, LLC

UNCHANGED

Shares38,730 from 38,730

Change0 (0%)

Value$1.5M (+$50.7K)

Filed 2026-11-05

Global Assets Advisory, LLC

DECREASED

Shares37,972 from 39,018

Change-1,046 (-3%)

Value$1.5M (-$16.4K)

Filed 2026-10-28

CWC Advisors, Llc.

INCREASED

Shares37,029 from 35,703

Change+1,326 (+4%)

Value$1.5M (+$99.7K)

Filed 2026-10-15

Sloy Dahl & Holst, LLC

UNCHANGED

Shares37,000 from 37,000

Change0 (0%)

Value$1.5M (+$48.5K)

Filed 2026-10-14

IronOak Wealth Llc.

NEW

Shares34,847

Change+34,847

Value$1.4M

Filed 2026-11-06

Walkner Condon Financial Advisors LLC

DECREASED

Shares34,197 from 35,187

Change-990 (-3%)

Value$1.4M (+$1.2K)

Filed 2026-11-02

Tucker Asset Management LLC

INCREASED

Shares33,703 from 26,819

Change+6,884 (+26%)

Value$1.3M (+$309.8K)

Filed 2026-10-29

DiNuzzo Private Wealth, Inc.

INCREASED

Shares31,140 from 28,240

Change+2,900 (+10%)

Value$1.2M (+$152.7K)

Filed 2026-10-16

Ascentis Independent Advisors

NEW

Shares30,388

Change+30,388

Value$1.2M

Filed 2026-11-03

Wespac Advisors, LLC

UNCHANGED

Shares29,464 from 29,464

Change0 (0%)

Value$1.2M (+$38.6K)

Filed 2026-10-26

Fagan Associates, Inc.

INCREASED

Shares28,535 from 15,725

Change+12,810 (+81%)

Value$1.1M (+$531.7K)

Filed 2026-10-13

Cascade Investment Group, Inc.

UNCHANGED

Shares27,210 from 27,210

Change0 (0%)

Value$1.1M (+$35.6K)

Filed 2026-10-13

Thompson Davis & Co., Inc.

INCREASED

Shares26,050 from 21,500

Change+4,550 (+21%)

Value$1.0M (+$209.7K)

Filed 2026-11-05

Pioneer Family Office, LLC

DECREASED

Shares24,465 from 25,595

Change-1,130 (-4%)

Value$976.2K (-$11.6K)

Filed 2026-10-30

Ironsides Asset Advisors, LLC

INCREASED

Shares23,227 from 22,687

Change+540 (+2%)

Value$926.8K (+$51.3K)

Filed 2026-10-20

Sovran Advisors, LLC

INCREASED

Shares22,913 from 5,247

Change+17,666 (+337%)

Value$885.1K (+$682.1K)

Filed 2026-11-02

Mather Group, Llc.

UNCHANGED

Shares22,184 from 22,184

Change0 (0%)

Value$885.1K (+$29.1K)

Filed 2026-10-14

Wealth Quarterback LLC

DECREASED

Shares22,103 from 22,811

Change-708 (-3%)

Value$881.9K (+$1.6K)

Filed 2026-10-20

Vise Technologies, Inc.

INCREASED

Shares21,655 from 20,110

Change+1,545 (+8%)

Value$864.0K (+$88.0K)

Filed 2026-10-29

Kestra Advisory Services, LLC

DECREASED

Shares20,204 from 22,581

Change-2,377 (-11%)

Value$806.1K (-$65.3K)

Filed 2026-11-02

BankChampaign, National Association

DECREASED

Shares19,941 from 20,738

Change-797 (-4%)

Value$795.6K (-$4.6K)

Filed 2026-10-19

Baker Ellis Asset Management LLC

DECREASED

Shares19,918 from 22,000

Change-2,082 (-9%)

Value$794.7K (-$54.3K)

Filed 2026-10-14

Oliver Luxxe Assets LLC

INCREASED

Shares19,035 from 18,085

Change+950 (+5%)

Value$759.5K (+$61.6K)

Filed 2026-10-14

Peck Wealth Management, LLC

DECREASED

Shares18,850 from 37,050

Change-18,200 (-49%)

Value$752.1K (-$677.6K)

Filed 2026-10-29

Fifth Third Bancorp

DECREASED

Shares17,820 from 22,288

Change-4,468 (-20%)

Value$711.0K (-$149.1K)

Filed 2026-11-05

VestGen Advisors, LLC

DECREASED

Shares17,314 from 21,183

Change-3,869 (-18%)

Value$690.8K (-$126.6K)

Filed 2026-10-27

Gilpin Wealth Management, LLC

NEW

Shares16,769

Change+16,769

Value$669.1K

Filed 2026-10-09

First Heartland Consultants, Inc.

INCREASED

Shares16,510 from 12,780

Change+3,730 (+29%)

Value$658.7K (+$165.6K)

Filed 2026-10-08

PW Nova Financial Services LLC

DECREASED

Shares15,579 from 20,537

Change-4,958 (-24%)

Value$621.6K (-$170.9K)

Filed 2026-10-15

Fiduciary Financial Group, LLC

INCREASED

Shares14,945 from 6,700

Change+8,245 (+123%)

Value$596.3K (+$337.8K)

Filed 2026-10-13

Perigon Wealth Management, LLC

INCREASED

Shares13,815 from 13,763

Change+52 (+0%)

Value$551.2K (+$20.1K)

Filed 2026-10-22

Abbington Investment Group

UNCHANGED

Shares13,405 from 13,405

Change0 (0%)

Value$534.9K (+$17.6K)

Filed 2026-11-03

M Holdings Securities, Inc.

NEW

Shares12,491

Change+12,491

Value$481

Filed 2026-11-03

Apollon Wealth Management, LLC

INCREASED

Shares12,318 from 11,445

Change+873 (+8%)

Value$491.5K (+$49.8K)

Filed 2026-10-23

PFG Advisors

DECREASED

Shares12,250 from 12,773

Change-523 (-4%)

Value$488.8K (-$4.1K)

Filed 2026-10-16

Whitaker-Myers Wealth Managers, Ltd.

DECREASED

Shares11,896 from 12,253

Change-357 (-3%)

Value$474.7K (+$1.8K)

Filed 2026-10-09

LFA - Lugano Financial Advisors SA

INCREASED

Shares11,575 from 857

Change+10,718 (+1251%)

Value$461.8K (+$428.8K)

Filed 2026-11-03

Davenport & Co LLC

UNCHANGED

Shares11,400 from 11,400

Change0 (0%)

Value$454.9K (+$14.9K)

Filed 2026-10-14

Chicago Partners Investment Group LLC

DECREASED

Shares11,348 from 11,440

Change-92 (-1%)

Value$436.0K (-$9.3K)

Filed 2026-10-27

Destiny Capital Corp

INCREASED

Shares11,076 from 11,061

Change+15 (+0%)

Value$441.9K (+$15.1K)

Filed 2026-11-03

Kingswood Wealth Advisors, LLC

DECREASED

Shares10,777 from 10,990

Change-213 (-2%)

Value$430.0K (+$5.9K)

Filed 2026-10-23

Sowell Financial Services LLC

NEW

Shares10,621

Change+10,621

Value$423.8K

Filed 2026-10-23

EverSource Wealth Advisors, LLC

UNCHANGED

Shares10,355 from 10,355

Change0 (0%)

Value$413.2K (+$13.6K)

Filed 2026-11-04

Abacus Planning Group, Inc.

DECREASED

Shares9,905 from 16,328

Change-6,423 (-39%)

Value$395.2K (-$234.9K)

Filed 2026-11-02

Sagespring Wealth Partners, LLC

DECREASED

Shares9,708 from 9,732

Change-24 (0%)

Value$387.3K (+$11.8K)

Filed 2026-10-22

Warwick Investment Management, Inc.

UNCHANGED

Shares9,537 from 9,537

Change0 (0%)

Value$380.5K (+$12.5K)

Filed 2026-10-19

Beacon Bank & Trust

DECREASED

Shares9,298 from 14,273

Change-4,975 (-35%)

Value$371.0K (-$179.8K)

Filed 2026-10-27

Traphagen Investment Advisors LLC

INCREASED

Shares8,986 from 8,627

Change+359 (+4%)

Value$358.5K (+$25.6K)

Filed 2026-10-14

Regions Financial Corp

INCREASED

Shares8,868 from 7,000

Change+1,868 (+27%)

Value$353.8K (+$83.7K)

Filed 2026-11-05

Savant Capital, LLC

NEW

Shares8,709

Change+8,709

Value$347.5K

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares8,702 from 752

Change+7,950 (+1057%)

Value$347.2K (+$318.2K)

Filed 2026-10-16

Lanark Financial, Inc.

INCREASED

Shares8,690 from 8,570

Change+120 (+1%)

Value$346.7K (+$16.0K)

Filed 2026-10-26

SBE LLC DBA Cedar Cove Wealth Partners

DECREASED

Shares8,614 from 10,355

Change-1,741 (-17%)

Value$343.7K (-$55.9K)

Filed 2026-10-15

Veracity Capital LLC

DECREASED

Shares8,406 from 10,738

Change-2,332 (-22%)

Value$335.4K (-$79.0K)

Filed 2026-10-08

Regent Peak Wealth Advisors LLC

DECREASED

Shares8,362 from 9,086

Change-724 (-8%)

Value$333.6K (-$17.0K)

Filed 2026-10-13

Wolff Wiese Magana LLC

UNCHANGED

Shares8,236 from 8,236

Change0 (0%)

Value$328.6K (+$10.8K)

Filed 2026-10-15

Stirlingshire Investments, Inc.

INCREASED

Shares8,011 from 8,003

Change+8 (+0%)

Value$319.6K (+$10.8K)

Filed 2026-11-05

Retirement Planning Group, LLC

UNCHANGED

Shares7,667 from 7,667

Change0 (0%)

Value$305.9K (+$10.0K)

Filed 2026-10-19

MGO One Seven LLC

UNCHANGED

Shares7,583 from 7,583

Change0 (0%)

Value$302.6K (+$9.9K)

Filed 2026-10-28

Synergy Asset Management, LLC

NEW

Shares7,485

Change+7,485

Value$298.7K

Filed 2026-11-05

CWA Asset Management Group, LLC

UNCHANGED

Shares7,478 from 7,478

Change0 (0%)

Value$298.4K (+$9.8K)

Filed 2026-10-19

M Wealth Management, LLC

UNCHANGED

Shares7,373 from 7,373

Change0 (0%)

Value$294.2K (+$9.7K)

Filed 2026-10-14

Evergreen Capital Management LLC

NEW

Shares7,355

Change+7,355

Value$293.5K

Filed 2026-10-23

Shelter Rock Management, LLC

INCREASED

Shares7,088 from 7,016

Change+72 (+1%)

Value$285.0K (+$14.3K)

Filed 2026-10-09

Morling Financial Advisors, LLC

UNCHANGED

Shares7,050 from 7,050

Change0 (0%)

Value$281.3K (+$9.2K)

Filed 2026-10-28

Main Street Group, LTD

INCREASED

Shares7,001 from 6,759

Change+242 (+4%)

Value$279.3K (+$18.5K)

Filed 2026-10-28

Spectrum Planning & Advisory Services Inc.

DECREASED

Shares6,760 from 11,670

Change-4,910 (-42%)

Value$269.7K (-$180.6K)

Filed 2026-11-05

Lake Hills Wealth Management, LLC

UNCHANGED

Shares6,329 from 6,329

Change0 (0%)

Value$252.5K (+$8.3K)

Filed 2026-10-07

StoneX Group Inc.

NEW

Shares6,227

Change+6,227

Value$248.5K

Filed 2026-11-03

XML Financial, LLC

NEW

Shares6,090

Change+6,090

Value$243.0K

Filed 2026-10-29

RS Crum Inc.

UNCHANGED

Shares5,860 from 5,860

Change0 (0%)

Value$233.8K (+$7.7K)

Filed 2026-10-19

Parsons Capital Management Inc

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$219.5K (+$7.2K)

Filed 2026-10-28

Bank of New York Mellon Corp

NEW

Shares5,117

Change+5,117

Value$204.2K

Filed 2026-11-05

DeDora Capital, Inc.

NEW

Shares3,291

Change+3,291

Value$131.3K

Filed 2026-10-26

Owl Creek Wealth Partners LLC

UNCHANGED

Shares3,226 from 3,226

Change0 (0%)

Value$128.7K (+$4.2K)

Filed 2026-10-20

Assetmark, Inc

DECREASED

Shares2,884 from 3,070

Change-186 (-6%)

Value$115.1K (-$3.4K)

Filed 2026-10-21

Virginia Estate & Retirement Planning Advisors Inc.

NEW

Shares2,873

Change+2,873

Value$115.3K

Filed 2026-10-14

Ares Financial Consulting, LLC

INCREASED

Shares2,762 from 2,701

Change+61 (+2%)

Value$110.2K (+$6.0K)

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares2,260 from 2,260

Change0 (0%)

Value$90.2K (+$3.0K)

Filed 2026-10-20

North Star Investment Management Corp.

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$79.8K (+$2.6K)

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares1,873 from 1,873

Change0 (0%)

Value$74.7K (+$2.5K)

Filed 2026-10-08

Financial Network Wealth Advisors LLC

UNCHANGED

Shares1,702 from 1,702

Change0 (0%)

Value$67.9K (+$2.2K)

Filed 2026-10-28

Salomon & Ludwin, LLC

UNCHANGED

Shares1,489 from 1,489

Change0 (0%)

Value$59.4K (+$1.6K)

Filed 2026-10-29

Archer Investment Corp

UNCHANGED

Shares931 from 931

Change0 (0%)

Value$37.1K (+$1.2K)

Filed 2026-11-05

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares911 from 911

Change0 (0%)

Value$36.3K (+$1.2K)

Filed 2026-11-04

Simplex Trading, LLC

INCREASED

Shares835 from 174

Change+661 (+380%)

Value$33.3K (+$26.6K)

Filed 2026-11-04

JFS Wealth Advisors, LLC

UNCHANGED

Shares816 from 816

Change0 (0%)

Value$32.6K (+$1.1K)

Filed 2026-11-03

Atwood & Palmer Inc

UNCHANGED

Shares749 from 749

Change0 (0%)

Value$29.9K (+$982)

Filed 2026-10-08

PNC Financial Services Group, Inc.

UNCHANGED

Shares678 from 678

Change0 (0%)

Value$27.1K (+$888)

Filed 2026-11-06

Wealth Enhancement Trust Services, Inc.

DECREASED

Shares621 from 1,116

Change-495 (-44%)

Value$24.8K (-$18.3K)

Filed 2026-10-07

Cape Investment Advisory, Inc.

DECREASED

Shares511 from 1,749

Change-1,238 (-71%)

Value$20.4K (-$47.1K)

Filed 2026-10-13

Private Wealth Management Group, LLC

NEW

Shares500

Change+500

Value$20.0K

Filed 2026-10-19

Holos Integrated Wealth LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$19.9K (+$120)

Filed 2026-10-23

SJS Investment Consulting Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$20.0K (+$655)

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares468 from 468

Change0 (0%)

Value$18.7K (+$613)

Filed 2026-11-05

Richardson Capital Management LLC

UNCHANGED

Shares421 from 421

Change0 (0%)

Value$16.8K (+$552)

Filed 2026-10-23

Parkside Financial Bank & Trust

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$14.0K (+$458)

Filed 2026-10-27

Meriwether Wealth & Planning, LLC

NEW

Shares340

Change+340

Value$13.6K

Filed 2026-10-13

CX Institutional

NEW

Shares300

Change+300

Value$12

Filed 2026-10-02

Noble Wealth Management PBC

UNCHANGED

Shares226 from 226

Change0 (0%)

Value$9.0K (+$296)

Filed 2026-10-01

Ascentis Wealth Management, LLC

NEW

Shares221

Change+221

Value$8.8K

Filed 2026-11-03

Parallel Advisors, LLC

DECREASED

Shares167 from 428

Change-261 (-61%)

Value$6.7K (-$9.9K)

Filed 2026-11-03

Bare Financial Services, Inc

NEW

Shares161

Change+161

Value$6.4K

Filed 2026-11-04

Balance Wealth Partners LLC

NEW

Shares118

Change+118

Value$4.7K

Filed 2026-10-27

Harbor Investment Advisory, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.6K (+$52)

Filed 2026-10-13

American Capital Advisory, LLC

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.2K (+$38)

Filed 2026-10-28

Hickory Point Bank & Trust

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.2K (+$38)

Filed 2026-10-01

Larson Financial Group LLC

NEW

Shares24

Change+24

Value$958

Filed 2026-11-05

Citigroup Inc

NEW

Shares5

Change+5

Value$200

Filed 2026-11-04

Abound Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$40 (+$1)

Filed 2026-10-26

Financial & Tax Architects, LLC

CLOSED

Shares0 from 34,200

Change-34,200 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-15

NewSquare Capital LLC

CLOSED

Shares0 from 25,500

Change-25,500 (-100%)

Value$0 (-$984.0K)

Filed 2026-11-06

Diversified Enterprises, LLC

CLOSED

Shares0 from 5,597

Change-5,597 (-100%)

Value$0 (-$216.0K)

Filed 2026-10-19

Gill Capital Partners, LLC

CLOSED

Shares0 from 3,930

Change-3,930 (-100%)

Value$0 (-$151.7K)

Filed 2026-10-13

Van Eck Associates Corp

N/A

Shares— from 5,469,804

Change-5,469,804 (-100%)

Value—

Pitcairn Wealth Advisors LLC

N/A

Shares— from 1,319,924

Change-1,319,924 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,313,044

Change-1,313,044 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,053,271

Change-1,053,271 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 1,037,290

Change-1,037,290 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,007,535

Change-1,007,535 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 814,220

Change-814,220 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 619,787

Change-619,787 (-100%)

Value—

Drake & Associates, LLC

N/A

Shares— from 552,917

Change-552,917 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 486,660

Change-486,660 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 468,651

Change-468,651 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 446,232

Change-446,232 (-100%)

Value—

Kiker Wealth Management, LLC

N/A

Shares— from 422,678

Change-422,678 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 381,430

Change-381,430 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 364,791

Change-364,791 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 334,653

Change-334,653 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 259,990

Change-259,990 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 247,389

Change-247,389 (-100%)

Value—

Smart Money Group LLC

N/A

Shares— from 245,920

Change-245,920 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 245,499

Change-245,499 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 210,148

Change-210,148 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 188,390

Change-188,390 (-100%)

Value—

Three Cord True Wealth Management, LLC

N/A

Shares— from 174,355

Change-174,355 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 165,095

Change-165,095 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 150,889

Change-150,889 (-100%)

Value—

Petra Financial Advisors Inc

N/A

Shares— from 148,514

Change-148,514 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 124,231

Change-124,231 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 115,426

Change-115,426 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 111,860

Change-111,860 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 93,992

Change-93,992 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 77,559

Change-77,559 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 75,584

Change-75,584 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 72,914

Change-72,914 (-100%)

Value—

Ascent Advisors, LLC

N/A

Shares— from 70,352

Change-70,352 (-100%)

Value—

Banco BTG Pactual S.A.

N/A

Shares— from 65,795

Change-65,795 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 63,584

Change-63,584 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 57,135

Change-57,135 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 55,916

Change-55,916 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 54,928

Change-54,928 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 53,894

Change-53,894 (-100%)

Value—

Tower Wealth Partners, Inc.

N/A

Shares— from 52,903

Change-52,903 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 52,667

Change-52,667 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 50,795

Change-50,795 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 50,206

Change-50,206 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 47,816

Change-47,816 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 46,695

Change-46,695 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 45,459

Change-45,459 (-100%)

Value—

Sprott Inc.

N/A

Shares— from 43,973

Change-43,973 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 43,369

Change-43,369 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 43,262

Change-43,262 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 37,124

Change-37,124 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 36,563

Change-36,563 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 35,845

Change-35,845 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 33,974

Change-33,974 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 31,760

Change-31,760 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 30,562

Change-30,562 (-100%)

Value—

Merk Investments LLC

N/A

Shares— from 29,794

Change-29,794 (-100%)

Value—

Camarda Financial Advisors, LLC

N/A

Shares— from 29,792

Change-29,792 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 28,718

Change-28,718 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 28,136

Change-28,136 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 27,469

Change-27,469 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 27,013

Change-27,013 (-100%)

Value—

White Pine Capital LLC

N/A

Shares— from 24,820

Change-24,820 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 24,625

Change-24,625 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 23,700

Change-23,700 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 23,312

Change-23,312 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 22,056

Change-22,056 (-100%)

Value—

Daybright Advisory Services, Inc.

N/A

Shares— from 20,596

Change-20,596 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 19,750

Change-19,750 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 19,100

Change-19,100 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 19,002

Change-19,002 (-100%)

Value—

Invst, LLC

N/A

Shares— from 18,042

Change-18,042 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 15,078

Change-15,078 (-100%)

Value—

Knightsbridge Asset Management, LLC

N/A

Shares— from 14,545

Change-14,545 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 14,100

Change-14,100 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 13,876

Change-13,876 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 13,635

Change-13,635 (-100%)

Value—

Wick Capital Partners, LLC

N/A

Shares— from 13,340

Change-13,340 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 13,335

Change-13,335 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 13,170

Change-13,170 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 13,099

Change-13,099 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12,809

Change-12,809 (-100%)

Value—

Towarzystwo Funduszy Inwestycyjnych PZU SA

N/A

Shares— from 12,750

Change-12,750 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 12,631

Change-12,631 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 12,100

Change-12,100 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 11,982

Change-11,982 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,862

Change-11,862 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 11,747

Change-11,747 (-100%)

Value—

Tulsa Wealth Advisors, Inc

N/A

Shares— from 11,268

Change-11,268 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 11,253

Change-11,253 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 10,950

Change-10,950 (-100%)

Value—

UBS Group AG

N/A

Shares— from 10,202

Change-10,202 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 10,011

Change-10,011 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Wealth Management Associates, Inc.

N/A

Shares— from 9,473

Change-9,473 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 9,061

Change-9,061 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 8,878

Change-8,878 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,850

Change-8,850 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 8,392

Change-8,392 (-100%)

Value—

Reliant Wealth Planning

N/A

Shares— from 7,831

Change-7,831 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 7,520

Change-7,520 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 7,506

Change-7,506 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,980

Change-6,980 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 6,977

Change-6,977 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 6,731

Change-6,731 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,580

Change-6,580 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,421

Change-6,421 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 6,221

Change-6,221 (-100%)

Value—

L & S Advisors Inc

N/A

Shares— from 6,085

Change-6,085 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,853

Change-5,853 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 4,588

Change-4,588 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 4,550

Change-4,550 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,718

Change-3,718 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 3,575

Change-3,575 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 2,757

Change-2,757 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 2,298

Change-2,298 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 997

Change-997 (-100%)

Value—

FMR LLC

N/A

Shares— from 914

Change-914 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 900

Change-900 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 870

Change-870 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 784

Change-784 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Bravera Wealth

N/A

Shares— from 429

Change-429 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 100

Change-100 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Westend Capital Management, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

	Status
Morton Capital Management LLC	INCREASED	3,535,862	3,519,350	+16,512	+0%	$135.8M	$141.1M	+$5.3M	2026-10-23
LPL Financial LLC	INCREASED	3,280,973	3,170,456	+110,517	+3%	$122.3M	$130.9M	+$8.6M	2026-11-06
Asset One Wealth Management LLC	DECREASED	783,285	785,998	-2,713	0%	$30.7M	$31.3M	+$599.2K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	665,154	644,054	+21,100	+3%	$24.9M	$26.5K	-$24.8M	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	389,786	380,529	+9,257	+2%	$15.0M	$15.5M	+$435.8K	2026-10-13
Euro Pacific Asset Management, LLC	DECREASED	373,925	376,497	-2,572	-1%	$14.6M	$14.9M	+$368.6K	2026-11-03
Pekin Hardy Strauss, Inc.	INCREASED	294,079	267,079	+27,000	+10%	$10.3M	$11.7M	+$1.4M	2026-11-02
Solstein Capital, LLC	INCREASED	281,284	280,248	+1,036	+0%	$10.8M	$11.2M	+$408.5K	2026-11-02
Accordant Advisory Group Inc	INCREASED	279,054	272,802	+6,252	+2%	$10.5M	$11.1M	+$606.8K	2026-10-29
Money Concepts Capital Corp	INCREASED	238,324	234,984	+3,340	+1%	$9.1M	$9.5M	+$441.1K	2026-11-06
Security National Bank	DECREASED	233,627	321,957	-88,330	-27%	$12.4M	$9.3M	-$3.1M	2026-10-26
Samalin Investment Counsel, LLC	DECREASED	175,246	176,333	-1,087	-1%	$6.8M	$7.0M	+$187.6K	2026-10-23
PDS Planning, Inc	UNCHANGED	167,778	167,778	0	0%	$6.5M	$6.7M	+$219.8K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	160,914	159,261	+1,653	+1%	$6.1M	$6.4M	+$274.6K	2026-10-08
Forum Financial Management, LP	UNCHANGED	160,123	160,123	0	0%	$6.2M	$6.4M	+$209.8K	2026-10-16
Capital Wealth Alliance, LLC	DECREASED	146,258	146,727	-469	0%	$5.7M	$5.8M	+$173.5K	2026-10-20
SFG Wealth Management, Llc.	DECREASED	139,967	155,892	-15,925	-10%	$6.0M	$5.6M	-$431.2K	2026-10-23
MH & Associates Securities Management Corp	INCREASED	139,505	138,375	+1,130	+1%	$5.3M	$5.6M	+$226.4K	2026-10-30
Guild Investment Management, Inc.	INCREASED	129,090	127,390	+1,700	+1%	$4.9M	$5.2M	+$234.7K	2026-11-03
Oppenheimer & Co Inc	DECREASED	120,852	137,055	-16,203	-12%	$5.3M	$4.8M	-$467.0K	2026-10-26
Sheets Smith Wealth Management	INCREASED	116,589	112,189	+4,400	+4%	$4.3M	$4.7M	+$322.5K	2026-10-16
Plan Group Financial, LLC	INCREASED	114,225	105,275	+8,950	+9%	$4.1M	$4.5M	+$457.3K	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	110,833	125,616	-14,783	-12%	$4.8M	$4.4M	-$425.3K	2026-11-02
Simplicity Wealth,LLC	INCREASED	107,272	95,925	+11,347	+12%	$3.7M	$4.3M	+$578.4K	2026-10-23
Ferguson Shapiro LLC	INCREASED	99,661	78,831	+20,830	+26%	$3.0M	$4.0M	+$934.4K	2026-10-16
Bucket List Wealth Management, LLC	INCREASED	96,916	94,341	+2,575	+3%	$3.6M	$3.9M	+$226.3K	2026-10-22
Transce3nd, LLC	NEW	96,371	—	+96,371	—	—	$3.8M	—	2026-10-26
Lyell Wealth Management, LP	INCREASED	85,115	59,265	+25,850	+44%	$2.3M	$3.4M	+$1.1M	2026-10-30
Meixler Investment Management, Ltd.	INCREASED	84,682	73,739	+10,943	+15%	$2.8M	$3.4M	+$533.2K	2026-11-03
Accurate Wealth Management, LLC	INCREASED	79,231	69,356	+9,875	+14%	$2.7M	$3.2M	+$428.9K	2026-10-20
Matauro, LLC	INCREASED	77,080	48,199	+28,881	+60%	$1.9M	$3.1M	+$1.2M	2026-11-03
Terra Nova Asset Management LLC	INCREASED	75,190	55,695	+19,495	+35%	$2.1M	$3.0M	+$850.8K	2026-10-13
Atria Investments, Inc	DECREASED	74,108	96,581	-22,473	-23%	$3.7M	$3.0M	-$770.2K	2026-10-15
Golden State Wealth Management, LLC	INCREASED	72,770	62,354	+10,416	+17%	$2.4M	$2.9M	+$497.3K	2026-11-02
Creative Planning	INCREASED	65,687	63,347	+2,340	+4%	$2.4M	$2.6M	+$176.4K	2026-11-02
UMB Bank, n.a.	UNCHANGED	64,539	64,539	0	0%	$2.5M	$2.6M	+$84.5K	2026-11-06
Valmark Advisers, Inc.	INCREASED	63,532	49,821	+13,711	+28%	$1.9M	$2.5M	+$612.3K	2026-11-06
Procyon Advisors, LLC	INCREASED	60,192	59,742	+450	+1%	$2.3M	$2.4M	+$96.2K	2026-10-21
Washington Trust Advisors, Inc.	INCREASED	58,352	41,093	+17,259	+42%	$1.6M	$2.3M	+$742.5K	2026-10-22
Blue Line Capital, LLC / IL	INCREASED	56,209	45,106	+11,103	+25%	$1.7M	$2.2M	+$502.1K	2026-11-04
RDA Financial Network	DECREASED	55,534	68,375	-12,841	-19%	$2.6M	$2.2M	-$422.8K	2026-10-15
Castleview Partners, LLC	INCREASED	50,506	49,205	+1,301	+3%	$1.9M	$2.0M	+$116.4K	2026-10-09
Sigma Planning Corp	DECREASED	47,192	51,764	-4,572	-9%	$2.0M	$1.9M	-$114.6K	2026-10-23
HB Wealth Management, LLC	INCREASED	46,267	42,332	+3,935	+9%	$1.6M	$1.8M	+$212.5K	2026-10-23
HBW Advisory Services LLC	DECREASED	43,048	43,120	-72	0%	$1.7M	$1.7M	+$53.6K	2026-10-15
USAdvisors Wealth Management, LLC	DECREASED	43,045	62,842	-19,797	-31%	$2.4M	$1.7K	-$2.4M	2026-10-21
Brookstone Capital Management	DECREASED	40,968	44,713	-3,745	-8%	$1.7M	$1.6M	-$90.9K	2026-10-22
Clear Harbor Asset Management, LLC	UNCHANGED	38,730	38,730	0	0%	$1.5M	$1.5M	+$50.7K	2026-11-05
Global Assets Advisory, LLC	DECREASED	37,972	39,018	-1,046	-3%	$1.5M	$1.5M	-$16.4K	2026-10-28
CWC Advisors, Llc.	INCREASED	37,029	35,703	+1,326	+4%	$1.4M	$1.5M	+$99.7K	2026-10-15
Sloy Dahl & Holst, LLC	UNCHANGED	37,000	37,000	0	0%	$1.4M	$1.5M	+$48.5K	2026-10-14
IronOak Wealth Llc.	NEW	34,847	—	+34,847	—	—	$1.4M	—	2026-11-06
Walkner Condon Financial Advisors LLC	DECREASED	34,197	35,187	-990	-3%	$1.4M	$1.4M	+$1.2K	2026-11-02
Tucker Asset Management LLC	INCREASED	33,703	26,819	+6,884	+26%	$1.0M	$1.3M	+$309.8K	2026-10-29
DiNuzzo Private Wealth, Inc.	INCREASED	31,140	28,240	+2,900	+10%	$1.1M	$1.2M	+$152.7K	2026-10-16
Ascentis Independent Advisors	NEW	30,388	—	+30,388	—	—	$1.2M	—	2026-11-03
Wespac Advisors, LLC	UNCHANGED	29,464	29,464	0	0%	$1.1M	$1.2M	+$38.6K	2026-10-26
Fagan Associates, Inc.	INCREASED	28,535	15,725	+12,810	+81%	$606.8K	$1.1M	+$531.7K	2026-10-13
Cascade Investment Group, Inc.	UNCHANGED	27,210	27,210	0	0%	$1.1M	$1.1M	+$35.6K	2026-10-13
Thompson Davis & Co., Inc.	INCREASED	26,050	21,500	+4,550	+21%	$829.7K	$1.0M	+$209.7K	2026-11-05
Pioneer Family Office, LLC	DECREASED	24,465	25,595	-1,130	-4%	$987.7K	$976.2K	-$11.6K	2026-10-30
Ironsides Asset Advisors, LLC	INCREASED	23,227	22,687	+540	+2%	$875.5K	$926.8K	+$51.3K	2026-10-20
Sovran Advisors, LLC	INCREASED	22,913	5,247	+17,666	+337%	$203.0K	$885.1K	+$682.1K	2026-11-02
Mather Group, Llc.	UNCHANGED	22,184	22,184	0	0%	$856.1K	$885.1K	+$29.1K	2026-10-14
Wealth Quarterback LLC	DECREASED	22,103	22,811	-708	-3%	$880.3K	$881.9K	+$1.6K	2026-10-20
Vise Technologies, Inc.	INCREASED	21,655	20,110	+1,545	+8%	$776.0K	$864.0K	+$88.0K	2026-10-29
Kestra Advisory Services, LLC	DECREASED	20,204	22,581	-2,377	-11%	$871.4K	$806.1K	-$65.3K	2026-11-02
BankChampaign, National Association	DECREASED	19,941	20,738	-797	-4%	$800.3K	$795.6K	-$4.6K	2026-10-19
Baker Ellis Asset Management LLC	DECREASED	19,918	22,000	-2,082	-9%	$849.0K	$794.7K	-$54.3K	2026-10-14
Oliver Luxxe Assets LLC	INCREASED	19,035	18,085	+950	+5%	$697.9K	$759.5K	+$61.6K	2026-10-14
Peck Wealth Management, LLC	DECREASED	18,850	37,050	-18,200	-49%	$1.4M	$752.1K	-$677.6K	2026-10-29
Fifth Third Bancorp	DECREASED	17,820	22,288	-4,468	-20%	$860.1K	$711.0K	-$149.1K	2026-11-05
VestGen Advisors, LLC	DECREASED	17,314	21,183	-3,869	-18%	$817.5K	$690.8K	-$126.6K	2026-10-27
Gilpin Wealth Management, LLC	NEW	16,769	—	+16,769	—	—	$669.1K	—	2026-10-09
First Heartland Consultants, Inc.	INCREASED	16,510	12,780	+3,730	+29%	$493.2K	$658.7K	+$165.6K	2026-10-08
PW Nova Financial Services LLC	DECREASED	15,579	20,537	-4,958	-24%	$792.5K	$621.6K	-$170.9K	2026-10-15
Fiduciary Financial Group, LLC	INCREASED	14,945	6,700	+8,245	+123%	$258.6K	$596.3K	+$337.8K	2026-10-13
Perigon Wealth Management, LLC	INCREASED	13,815	13,763	+52	+0%	$531.1K	$551.2K	+$20.1K	2026-10-22
Abbington Investment Group	UNCHANGED	13,405	13,405	0	0%	$517.3K	$534.9K	+$17.6K	2026-11-03
M Holdings Securities, Inc.	NEW	12,491	—	+12,491	—	—	$481	—	2026-11-03
Apollon Wealth Management, LLC	INCREASED	12,318	11,445	+873	+8%	$441.7K	$491.5K	+$49.8K	2026-10-23
PFG Advisors	DECREASED	12,250	12,773	-523	-4%	$492.9K	$488.8K	-$4.1K	2026-10-16
Whitaker-Myers Wealth Managers, Ltd.	DECREASED	11,896	12,253	-357	-3%	$472.8K	$474.7K	+$1.8K	2026-10-09
LFA - Lugano Financial Advisors SA	INCREASED	11,575	857	+10,718	+1251%	$33.1K	$461.8K	+$428.8K	2026-11-03
Davenport & Co LLC	UNCHANGED	11,400	11,400	0	0%	$439.9K	$454.9K	+$14.9K	2026-10-14
Chicago Partners Investment Group LLC	DECREASED	11,348	11,440	-92	-1%	$445.2K	$436.0K	-$9.3K	2026-10-27
Destiny Capital Corp	INCREASED	11,076	11,061	+15	+0%	$426.8K	$441.9K	+$15.1K	2026-11-03
Kingswood Wealth Advisors, LLC	DECREASED	10,777	10,990	-213	-2%	$424.1K	$430.0K	+$5.9K	2026-10-23
Sowell Financial Services LLC	NEW	10,621	—	+10,621	—	—	$423.8K	—	2026-10-23
EverSource Wealth Advisors, LLC	UNCHANGED	10,355	10,355	0	0%	$399.6K	$413.2K	+$13.6K	2026-11-04
Abacus Planning Group, Inc.	DECREASED	9,905	16,328	-6,423	-39%	$630.1K	$395.2K	-$234.9K	2026-11-02
Sagespring Wealth Partners, LLC	DECREASED	9,708	9,732	-24	0%	$375.6K	$387.3K	+$11.8K	2026-10-22
Warwick Investment Management, Inc.	UNCHANGED	9,537	9,537	0	0%	$368.0K	$380.5K	+$12.5K	2026-10-19
Beacon Bank & Trust	DECREASED	9,298	14,273	-4,975	-35%	$550.8K	$371.0K	-$179.8K	2026-10-27
Traphagen Investment Advisors LLC	INCREASED	8,986	8,627	+359	+4%	$332.9K	$358.5K	+$25.6K	2026-10-14
Regions Financial Corp	INCREASED	8,868	7,000	+1,868	+27%	$270.1K	$353.8K	+$83.7K	2026-11-05
Savant Capital, LLC	NEW	8,709	—	+8,709	—	—	$347.5K	—	2026-11-06
IFP Advisors, Inc	INCREASED	8,702	752	+7,950	+1057%	$29.0K	$347.2K	+$318.2K	2026-10-16
Lanark Financial, Inc.	INCREASED	8,690	8,570	+120	+1%	$330.7K	$346.7K	+$16.0K	2026-10-26
SBE LLC DBA Cedar Cove Wealth Partners	DECREASED	8,614	10,355	-1,741	-17%	$399.6K	$343.7K	-$55.9K	2026-10-15
Veracity Capital LLC	DECREASED	8,406	10,738	-2,332	-22%	$414.4K	$335.4K	-$79.0K	2026-10-08
Regent Peak Wealth Advisors LLC	DECREASED	8,362	9,086	-724	-8%	$350.6K	$333.6K	-$17.0K	2026-10-13
Wolff Wiese Magana LLC	UNCHANGED	8,236	8,236	0	0%	$317.8K	$328.6K	+$10.8K	2026-10-15
Stirlingshire Investments, Inc.	INCREASED	8,011	8,003	+8	+0%	$308.8K	$319.6K	+$10.8K	2026-11-05
Retirement Planning Group, LLC	UNCHANGED	7,667	7,667	0	0%	$295.9K	$305.9K	+$10.0K	2026-10-19
MGO One Seven LLC	UNCHANGED	7,583	7,583	0	0%	$292.6K	$302.6K	+$9.9K	2026-10-28
Synergy Asset Management, LLC	NEW	7,485	—	+7,485	—	—	$298.7K	—	2026-11-05
CWA Asset Management Group, LLC	UNCHANGED	7,478	7,478	0	0%	$288.6K	$298.4K	+$9.8K	2026-10-19
M Wealth Management, LLC	UNCHANGED	7,373	7,373	0	0%	$284.5K	$294.2K	+$9.7K	2026-10-14
Evergreen Capital Management LLC	NEW	7,355	—	+7,355	—	—	$293.5K	—	2026-10-23
Shelter Rock Management, LLC	INCREASED	7,088	7,016	+72	+1%	$270.7K	$285.0K	+$14.3K	2026-10-09
Morling Financial Advisors, LLC	UNCHANGED	7,050	7,050	0	0%	$272.1K	$281.3K	+$9.2K	2026-10-28
Main Street Group, LTD	INCREASED	7,001	6,759	+242	+4%	$260.8K	$279.3K	+$18.5K	2026-10-28
Spectrum Planning & Advisory Services Inc.	DECREASED	6,760	11,670	-4,910	-42%	$450.3K	$269.7K	-$180.6K	2026-11-05
Lake Hills Wealth Management, LLC	UNCHANGED	6,329	6,329	0	0%	$244.2K	$252.5K	+$8.3K	2026-10-07
StoneX Group Inc.	NEW	6,227	—	+6,227	—	—	$248.5K	—	2026-11-03
XML Financial, LLC	NEW	6,090	—	+6,090	—	—	$243.0K	—	2026-10-29
RS Crum Inc.	UNCHANGED	5,860	5,860	0	0%	$226.1K	$233.8K	+$7.7K	2026-10-19
Parsons Capital Management Inc	UNCHANGED	5,500	5,500	0	0%	$212.2K	$219.5K	+$7.2K	2026-10-28
Bank of New York Mellon Corp	NEW	5,117	—	+5,117	—	—	$204.2K	—	2026-11-05
DeDora Capital, Inc.	NEW	3,291	—	+3,291	—	—	$131.3K	—	2026-10-26
Owl Creek Wealth Partners LLC	UNCHANGED	3,226	3,226	0	0%	$124.5K	$128.7K	+$4.2K	2026-10-20
Assetmark, Inc	DECREASED	2,884	3,070	-186	-6%	$118.5K	$115.1K	-$3.4K	2026-10-21
Virginia Estate & Retirement Planning Advisors Inc.	NEW	2,873	—	+2,873	—	—	$115.3K	—	2026-10-14
Ares Financial Consulting, LLC	INCREASED	2,762	2,701	+61	+2%	$104.2K	$110.2K	+$6.0K	2026-10-19
Private Trust Co NA	UNCHANGED	2,260	2,260	0	0%	$87.2K	$90.2K	+$3.0K	2026-10-20
North Star Investment Management Corp.	UNCHANGED	2,000	2,000	0	0%	$77.2K	$79.8K	+$2.6K	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	1,873	1,873	0	0%	$72.3K	$74.7K	+$2.5K	2026-10-08
Financial Network Wealth Advisors LLC	UNCHANGED	1,702	1,702	0	0%	$65.7K	$67.9K	+$2.2K	2026-10-28
Salomon & Ludwin, LLC	UNCHANGED	1,489	1,489	0	0%	$57.8K	$59.4K	+$1.6K	2026-10-29
Archer Investment Corp	UNCHANGED	931	931	0	0%	$35.9K	$37.1K	+$1.2K	2026-11-05
Plante Moran Financial Advisors, LLC	UNCHANGED	911	911	0	0%	$35.2K	$36.3K	+$1.2K	2026-11-04
Simplex Trading, LLC	INCREASED	835	174	+661	+380%	$6.7K	$33.3K	+$26.6K	2026-11-04
JFS Wealth Advisors, LLC	UNCHANGED	816	816	0	0%	$31.5K	$32.6K	+$1.1K	2026-11-03
Atwood & Palmer Inc	UNCHANGED	749	749	0	0%	$28.9K	$29.9K	+$982	2026-10-08
PNC Financial Services Group, Inc.	UNCHANGED	678	678	0	0%	$26.2K	$27.1K	+$888	2026-11-06
Wealth Enhancement Trust Services, Inc.	DECREASED	621	1,116	-495	-44%	$43.1K	$24.8K	-$18.3K	2026-10-07
Cape Investment Advisory, Inc.	DECREASED	511	1,749	-1,238	-71%	$67.5K	$20.4K	-$47.1K	2026-10-13
Private Wealth Management Group, LLC	NEW	500	—	+500	—	—	$20.0K	—	2026-10-19
Holos Integrated Wealth LLC	UNCHANGED	500	500	0	0%	$19.8K	$19.9K	+$120	2026-10-23
SJS Investment Consulting Inc.	UNCHANGED	500	500	0	0%	$19.3K	$20.0K	+$655	2026-10-26
US Bancorp \de\	UNCHANGED	468	468	0	0%	$18.1K	$18.7K	+$613	2026-11-05
Richardson Capital Management LLC	UNCHANGED	421	421	0	0%	$16.2K	$16.8K	+$552	2026-10-23
Parkside Financial Bank & Trust	UNCHANGED	350	350	0	0%	$13.5K	$14.0K	+$458	2026-10-27
Meriwether Wealth & Planning, LLC	NEW	340	—	+340	—	—	$13.6K	—	2026-10-13
CX Institutional	NEW	300	—	+300	—	—	$12	—	2026-10-02
Noble Wealth Management PBC	UNCHANGED	226	226	0	0%	$8.7K	$9.0K	+$296	2026-10-01
Ascentis Wealth Management, LLC	NEW	221	—	+221	—	—	$8.8K	—	2026-11-03
Parallel Advisors, LLC	DECREASED	167	428	-261	-61%	$16.6K	$6.7K	-$9.9K	2026-11-03
Bare Financial Services, Inc	NEW	161	—	+161	—	—	$6.4K	—	2026-11-04
Balance Wealth Partners LLC	NEW	118	—	+118	—	—	$4.7K	—	2026-10-27
Harbor Investment Advisory, LLC	UNCHANGED	40	40	0	0%	$1.5K	$1.6K	+$52	2026-10-13
American Capital Advisory, LLC	UNCHANGED	29	29	0	0%	$1.1K	$1.2K	+$38	2026-10-28
Hickory Point Bank & Trust	UNCHANGED	29	29	0	0%	$1.1K	$1.2K	+$38	2026-10-01
Larson Financial Group LLC	NEW	24	—	+24	—	—	$958	—	2026-11-05
Citigroup Inc	NEW	5	—	+5	—	—	$200	—	2026-11-04
Abound Wealth Management	UNCHANGED	1	1	0	0%	$39	$40	+$1	2026-10-26
Financial & Tax Architects, LLC	CLOSED	0	34,200	-34,200	-100%	$1.3M	$0	-$1.3M	2026-10-15
NewSquare Capital LLC	CLOSED	0	25,500	-25,500	-100%	$984.0K	$0	-$984.0K	2026-11-06
Diversified Enterprises, LLC	CLOSED	0	5,597	-5,597	-100%	$216.0K	$0	-$216.0K	2026-10-19
Gill Capital Partners, LLC	CLOSED	0	3,930	-3,930	-100%	$151.7K	$0	-$151.7K	2026-10-13
Van Eck Associates Corp	N/A	—	5,469,804	-5,469,804	-100%	$211.1M	—	—	—
Pitcairn Wealth Advisors LLC	N/A	—	1,319,924	-1,319,924	-100%	$50.9M	—	—	—
Raymond James Financial Inc	N/A	—	1,313,044	-1,313,044	-100%	$50.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,053,271	-1,053,271	-100%	$40.6M	—	—	—
Modern Wealth Management, LLC	N/A	—	1,037,290	-1,037,290	-100%	$40.0M	—	—	—
Cetera Investment Advisers	N/A	—	1,007,535	-1,007,535	-100%	$38.9M	—	—	—
Ameriprise Financial Inc	N/A	—	814,220	-814,220	-100%	$31.4M	—	—	—
Shufro Rose & Co LLC	N/A	—	619,787	-619,787	-100%	$23.9M	—	—	—
Drake & Associates, LLC	N/A	—	552,917	-552,917	-100%	$21.3M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	486,660	-486,660	-100%	$18.8M	—	—	—
MML Investors Services, LLC	N/A	—	468,651	-468,651	-100%	$18.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	446,232	-446,232	-100%	$17.2M	—	—	—
Kiker Wealth Management, LLC	N/A	—	422,678	-422,678	-100%	$16.3M	—	—	—
AE Wealth Management LLC	N/A	—	381,430	-381,430	-100%	$14.7M	—	—	—
HighTower Advisors, LLC	N/A	—	364,791	-364,791	-100%	$14.1M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	334,653	-334,653	-100%	$12.9M	—	—	—
Dogwood Wealth Management LLC	N/A	—	259,990	-259,990	-100%	$10.0M	—	—	—
Advisory Services Network, LLC	N/A	—	247,389	-247,389	-100%	$9.5M	—	—	—
Smart Money Group LLC	N/A	—	245,920	-245,920	-100%	$9.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	245,499	-245,499	-100%	$9.5M	—	—	—
FAS Wealth Partners, Inc.	N/A	—	210,148	-210,148	-100%	$8.1M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	188,390	-188,390	-100%	$7.3M	—	—	—
Three Cord True Wealth Management, LLC	N/A	—	174,355	-174,355	-100%	$6.7M	—	—	—
Lifeworks Advisors, LLC	N/A	—	165,095	-165,095	-100%	$6.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	150,889	-150,889	-100%	$5.8M	—	—	—
Petra Financial Advisors Inc	N/A	—	148,514	-148,514	-100%	$5.7M	—	—	—
Faithward Advisors, LLC	N/A	—	124,231	-124,231	-100%	$4.8M	—	—	—
Centaurus Financial, Inc.	N/A	—	115,426	-115,426	-100%	$4.5M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	111,860	-111,860	-100%	$4.3M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	93,992	-93,992	-100%	$3.6M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	77,559	-77,559	-100%	$3.0M	—	—	—
Stifel Financial Corp	N/A	—	75,584	-75,584	-100%	$2.9M	—	—	—
Equitable Holdings, Inc.	N/A	—	72,914	-72,914	-100%	$2.8M	—	—	—
Ascent Advisors, LLC	N/A	—	70,352	-70,352	-100%	$2.7M	—	—	—
Banco BTG Pactual S.A.	N/A	—	65,795	-65,795	-100%	$2.5M	—	—	—
EP Wealth Advisors, LLC	N/A	—	63,584	-63,584	-100%	$2.5M	—	—	—
Summit Financial, LLC	N/A	—	57,135	-57,135	-100%	$2.2M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	55,916	-55,916	-100%	$2.2M	—	—	—
Morgan Stanley	N/A	—	54,928	-54,928	-100%	$2.1M	—	—	—
Main Street Financial Solutions, LLC	N/A	—	53,894	-53,894	-100%	$2.1M	—	—	—
Tower Wealth Partners, Inc.	N/A	—	52,903	-52,903	-100%	$2.0M	—	—	—
First Trust Advisors LP	N/A	—	52,667	-52,667	-100%	$2.0M	—	—	—
MAI Capital Management	N/A	—	50,795	-50,795	-100%	$2.0M	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	50,206	-50,206	-100%	$1.9M	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	47,816	-47,816	-100%	$1.8M	—	—	—
Waterloo Capital, L.P.	N/A	—	46,695	-46,695	-100%	$1.8M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	45,459	-45,459	-100%	$1.8M	—	—	—
Sprott Inc.	N/A	—	43,973	-43,973	-100%	$1.7M	—	—	—
Continuum Advisory, LLC	N/A	—	43,369	-43,369	-100%	$1.7M	—	—	—
Arax Advisory Partners	N/A	—	43,262	-43,262	-100%	$1.7M	—	—	—
JPMorgan Chase & Co	N/A	—	37,124	-37,124	-100%	$1.4M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	36,563	-36,563	-100%	$1.4M	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	35,845	-35,845	-100%	$1.4M	—	—	—
Focus Partners Wealth	N/A	—	33,974	-33,974	-100%	$1.3M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	31,760	-31,760	-100%	$1.2M	—	—	—
Savvy Advisors, Inc.	N/A	—	30,562	-30,562	-100%	$1.2M	—	—	—
Merk Investments LLC	N/A	—	29,794	-29,794	-100%	$1.1M	—	—	—
Camarda Financial Advisors, LLC	N/A	—	29,792	-29,792	-100%	$1.1M	—	—	—
Huntington National Bank	N/A	—	28,718	-28,718	-100%	$1.1M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	28,136	-28,136	-100%	$1.1M	—	—	—
Bluespring Wealth Management, LLC	N/A	—	27,469	-27,469	-100%	$1.1M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	27,013	-27,013	-100%	$1.0M	—	—	—
White Pine Capital LLC	N/A	—	24,820	-24,820	-100%	$957.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	24,625	-24,625	-100%	$950.3K	—	—	—
Benjamin Edwards Inc	N/A	—	23,700	-23,700	-100%	$914.6K	—	—	—
Mariner, LLC	N/A	—	23,312	-23,312	-100%	$899.6K	—	—	—
AQR Capital Management LLC	N/A	—	22,056	-22,056	-100%	$851.2K	—	—	—
Daybright Advisory Services, Inc.	N/A	—	20,596	-20,596	-100%	$801.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	19,750	-19,750	-100%	$762.0K	—	—	—
Texas Yale Capital Corp.	N/A	—	19,100	-19,100	-100%	$737.1K	—	—	—
HRT Financial LP	N/A	—	19,002	-19,002	-100%	$733.0K	—	—	—
Invst, LLC	N/A	—	18,042	-18,042	-100%	$696.2K	—	—	—
Maridea Wealth Management LLC	N/A	—	17,000	-17,000	-100%	$656.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	15,078	-15,078	-100%	$581.9K	—	—	—
Knightsbridge Asset Management, LLC	N/A	—	14,545	-14,545	-100%	$561.3K	—	—	—
Renaissance Technologies LLC	N/A	—	14,100	-14,100	-100%	$544.1K	—	—	—
Proficio Capital Partners LLC	N/A	—	13,876	-13,876	-100%	$535.5K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	13,635	-13,635	-100%	$526.2K	—	—	—
Wick Capital Partners, LLC	N/A	—	13,340	-13,340	-100%	$514.8K	—	—	—
Smith, Moore & Co.	N/A	—	13,335	-13,335	-100%	$514.6K	—	—	—
Nuveen, LLC	N/A	—	13,170	-13,170	-100%	$508.2K	—	—	—
Cerity Partners LLC	N/A	—	13,099	-13,099	-100%	$505.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	12,809	-12,809	-100%	$494.3K	—	—	—
Towarzystwo Funduszy Inwestycyjnych PZU SA	N/A	—	12,750	-12,750	-100%	$492.0K	—	—	—
IHT Wealth Management, LLC	N/A	—	12,631	-12,631	-100%	$487.4K	—	—	—
Cozad Asset Management Inc	N/A	—	12,100	-12,100	-100%	$466.9K	—	—	—
GWN Securities Inc.	N/A	—	11,982	-11,982	-100%	$462.4K	—	—	—
Captrust Financial Advisors	N/A	—	11,862	-11,862	-100%	$457.8K	—	—	—
Whittier Trust Co	N/A	—	11,747	-11,747	-100%	$470.1K	—	—	—
Tulsa Wealth Advisors, Inc	N/A	—	11,268	-11,268	-100%	$434.8K	—	—	—
Keystone Financial Group	N/A	—	11,253	-11,253	-100%	$434.3K	—	—	—
CreativeOne Wealth, LLC	N/A	—	10,950	-10,950	-100%	$422.6K	—	—	—
UBS Group AG	N/A	—	10,202	-10,202	-100%	$393.7K	—	—	—
Johnson Investment Counsel Inc	N/A	—	10,011	-10,011	-100%	$386.3K	—	—	—
MidFirst Bank	N/A	—	10,000	-10,000	-100%	$385.9K	—	—	—
Wealth Management Associates, Inc.	N/A	—	9,473	-9,473	-100%	$365.5K	—	—	—
Dakota Wealth Management	N/A	—	9,061	-9,061	-100%	$349.7K	—	—	—
Pure Financial Advisors, LLC	N/A	—	8,878	-8,878	-100%	$342.6K	—	—	—
Royal Bank of Canada	N/A	—	8,850	-8,850	-100%	$341.0K	—	—	—
Waverly Advisors, LLC	N/A	—	8,500	-8,500	-100%	$328.0K	—	—	—
IEQ Capital, LLC	N/A	—	8,392	-8,392	-100%	$323.9K	—	—	—
Reliant Wealth Planning	N/A	—	7,831	-7,831	-100%	$302.2K	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	7,520	-7,520	-100%	$290.2K	—	—	—
Advyzon Investment Management, LLC	N/A	—	7,506	-7,506	-100%	$289.7K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	7,000	-7,000	-100%	$270.1K	—	—	—
BFC Planning, Inc.	N/A	—	6,980	-6,980	-100%	$269.4K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	6,977	-6,977	-100%	$269.2K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	6,731	-6,731	-100%	$259.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,580	-6,580	-100%	$253.9K	—	—	—
Private Advisor Group, LLC	N/A	—	6,421	-6,421	-100%	$247.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	6,221	-6,221	-100%	$240.1K	—	—	—
L & S Advisors Inc	N/A	—	6,085	-6,085	-100%	$234.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,853	-5,853	-100%	$225.9K	—	—	—
Group One Trading LLC	N/A	—	4,588	-4,588	-100%	$177.1K	—	—	—
HM Payson & Co	N/A	—	4,550	-4,550	-100%	$175.6K	—	—	—
Harbour Investments, Inc.	N/A	—	3,718	-3,718	-100%	$143.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	3,575	-3,575	-100%	$141.4K	—	—	—
Regatta Research & Money Management	N/A	—	2,757	-2,757	-100%	$106.4K	—	—	—
Bessemer Group Inc	N/A	—	2,298	-2,298	-100%	$89.0K	—	—	—
Glassman Wealth Services	N/A	—	1,800	-1,800	-100%	$69.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	997	-997	-100%	$39.1K	—	—	—
FMR LLC	N/A	—	914	-914	-100%	$35.3K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	900	-900	-100%	$34.7K	—	—	—
Atomic Invest LLC	N/A	—	870	-870	-100%	$33.6K	—	—	—
Wells Fargo & Company	N/A	—	784	-784	-100%	$30.3K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	500	-500	-100%	$19.3K	—	—	—
Bravera Wealth	N/A	—	429	-429	-100%	$16.6K	—	—	—
Ankerstar Wealth, LLC	N/A	—	400	-400	-100%	$15.4K	—	—	—
Bard Associates Inc	N/A	—	100	-100	-100%	$3.9K	—	—	—
Ameriflex Group, Inc.	N/A	—	100	-100	-100%	$3.9K	—	—	—
Westend Capital Management, LLC	N/A	—	40	-40	-100%	$1.5K	—	—	—

Showing 292 of 292 institutions