IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vaneck Fallen Angel High YLD (ANGL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Southern Farm Bureau Life Insurance
INCREASED
Shares4,309,819 from 2,587,512
Change+1,722,307 (+67%)
Value$120.2K (-$75.6M)
Filed 2026-10-15
Capital Investment Advisors, LLC
INCREASED
Shares4,121,808 from 3,958,015
Change+163,793 (+4%)
Value$114.6M (-$1.1M)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares803,365 from 798,375
Change+4,990 (+1%)
Value$22.3M (-$1.0M)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares716,539 from 708,131
Change+8,408 (+1%)
Value$19.9M (-$778.8K)
Filed 2026-10-21
Howard Financial Services, Ltd.
INCREASED
Shares708,506 from 675,573
Change+32,933 (+5%)
Value$19.7M (-$50.2K)
Filed 2026-10-15
Destiny Wealth Partners, LLC
INCREASED
Shares401,588 from 310,481
Change+91,107 (+29%)
Value$11.0M (+$2.1M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares369,360 from 350,544
Change+18,816 (+5%)
Value$10.3K (-$10.2M)
Filed 2026-11-02
Melone Private Wealth, LLC
INCREASED
Shares366,920 from 361,550
Change+5,370 (+1%)
Value$10.2M (-$367.7K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares366,514 from 321,348
Change+45,166 (+14%)
Value$10.1M (+$801.7K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
INCREASED
Shares364,006 from 325,749
Change+38,257 (+12%)
Value$10.2M (+$656.5K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares250,351 from 236,026
Change+14,325 (+6%)
Value$7.0M (+$60.8K)
Filed 2026-10-30
Plan Group Financial, LLC
INCREASED
Shares244,529 from 211,316
Change+33,213 (+16%)
Value$6.7M (+$501.7K)
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares240,096 from 236,455
Change+3,641 (+2%)
Value$6.7M (-$236.9K)
Filed 2026-10-20
Conning Inc.
UNCHANGED
Shares233,570 from 233,570
Change0 (0%)
Value$6.5M (-$334.0K)
Filed 2026-10-27
Pioneer Family Office, LLC
DECREASED
Shares215,534 from 450,854
Change-235,320 (-52%)
Value$6.0M (-$7.2M)
Filed 2026-10-30
Echo45 Advisors LLC
INCREASED
Shares177,558 from 172,838
Change+4,720 (+3%)
Value$4.9M (-$115.9K)
Filed 2026-10-07
Ferguson Shapiro LLC
INCREASED
Shares165,528 from 113,980
Change+51,548 (+45%)
Value$4.6M (+$1.3M)
Filed 2026-10-16
Family Legacy, Inc.
INCREASED
Shares161,271 from 160,653
Change+618 (+0%)
Value$4.5M (-$212.6K)
Filed 2026-10-13
Darrow Company, Inc.
INCREASED
Shares149,772 from 133,298
Change+16,474 (+12%)
Value$4.2M (+$269.5K)
Filed 2026-10-22
Towneley Capital Management, Inc / de
INCREASED
Shares141,952 from 139,119
Change+2,833 (+2%)
Value$3.9M (-$120.2K)
Filed 2026-10-09
Oasis Advisors, LLC
INCREASED
Shares134,065 from 93,974
Change+40,091 (+43%)
Value$3.7M (+$980.5K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares132,342 from 115,696
Change+16,646 (+14%)
Value$3.7M (+$297.5K)
Filed 2026-11-04
Performa Ltd (US), LLC
INCREASED
Shares131,913 from 123,913
Change+8,000 (+6%)
Value$3.7M (+$45.3K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares130,176 from 122,499
Change+7,677 (+6%)
Value$3.6M (+$38.3K)
Filed 2026-10-09
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares126,843 from 123,400
Change+3,443 (+3%)
Value$3.5M (-$80.7K)
Filed 2026-10-07
Frank, Rimerman Advisors LLC
INCREASED
Shares125,518 from 125,517
Change+1 (0%)
Value$3.5M (-$179.5K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares124,240 from 113,500
Change+10,740 (+9%)
Value$3.5M (+$136.4K)
Filed 2026-10-23
Accel Wealth Management
INCREASED
Shares122,208 from 115,605
Change+6,603 (+6%)
Value$3.4M (+$18.3K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares113,337 from 110,069
Change+3,268 (+3%)
Value$3.2M (-$66.5K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares98,693 from 106,525
Change-7,832 (-7%)
Value$2.7M (-$370.1K)
Filed 2026-11-02
Sfam, LLC
INCREASED
Shares98,204 from 94,346
Change+3,858 (+4%)
Value$2.7M (-$27.6K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares97,328 from 83,546
Change+13,782 (+17%)
Value$2.7M (+$247.2K)
Filed 2026-10-09
Blue Trust, Inc.
INCREASED
Shares92,743 from 86,506
Change+6,237 (+7%)
Value$2.6M (+$49.7K)
Filed 2026-10-15
Congress Asset Management Co
DECREASED
Shares91,351 from 94,318
Change-2,967 (-3%)
Value$2.5M (-$217.4K)
Filed 2026-10-06
Fifth Third Securities, Inc.
DECREASED
Shares90,255 from 90,594
Change-339 (0%)
Value$2.5M (-$139.0K)
Filed 2026-10-21
AGF Management LTD
UNCHANGED
Shares87,500 from 87,500
Change0 (0%)
Value$2.4M (-$125.1K)
Filed 2026-11-03
Burns J W & Co Inc
INCREASED
Shares79,975 from 79,915
Change+60 (+0%)
Value$2.2M (-$112.6K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares76,096 from 71,458
Change+4,638 (+6%)
Value$2.1M (+$26.8K)
Filed 2026-11-03
Financial Partners Group, Inc
DECREASED
Shares73,553 from 78,910
Change-5,357 (-7%)
Value$2.0M (-$261.8K)
Filed 2026-10-19
Comprehensive Wealth Management, LLC
INCREASED
Shares73,472 from 72,820
Change+652 (+1%)
Value$2.0M (-$86.0K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares66,952 from 54,230
Change+12,722 (+23%)
Value$1.9M (+$276.3K)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares66,897 from 69,320
Change-2,423 (-3%)
Value$1.9M (-$166.5K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
INCREASED
Shares64,841 from 60,545
Change+4,296 (+7%)
Value$1.8M (+$32.9K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
INCREASED
Shares62,994 from 54,560
Change+8,434 (+15%)
Value$1.8M (+$156.5K)
Filed 2026-11-04
Trilogy Capital Inc.
DECREASED
Shares58,428 from 63,246
Change-4,818 (-8%)
Value$1.6M (-$224.4K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares57,733 from 56,506
Change+1,227 (+2%)
Value$1.6M (-$46.7K)
Filed 2026-11-04
Creekside Partners
DECREASED
Shares50,468 from 55,931
Change-5,463 (-10%)
Value$1.4M (-$231.9K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED
Shares49,546 from 76,249
Change-26,703 (-35%)
Value$1.4M (-$851.6K)
Filed 2026-10-21
Avior Wealth Management, LLC
DECREASED
Shares49,218 from 50,065
Change-847 (-2%)
Value$1.4M (-$95.2K)
Filed 2026-10-13
NovaPoint Capital, LLC
DECREASED
Shares45,674 from 46,363
Change-689 (-1%)
Value$1.3M (-$85.5K)
Filed 2026-10-22
Retirement Guys Formula LLC
DECREASED
Shares45,145 from 45,885
Change-740 (-2%)
Value$1.3M (-$86.2K)
Filed 2026-10-26
Paller Financial Services Inc
INCREASED
Shares44,695 from 43,430
Change+1,265 (+3%)
Value$1.2M (-$26.9K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares41,624 from 221,236
Change-179,612 (-81%)
Value$1.2K (-$6.5M)
Filed 2026-11-05
Sheets Smith Wealth Management
INCREASED
Shares35,619 from 34,099
Change+1,520 (+4%)
Value$990.6K (-$6.5K)
Filed 2026-10-16
Whipplewood Advisors, LLC
NEW
Shares35,188
Change+35,188
Value$978.6K
Filed 2026-10-20
NBT Bank, N.A.
DECREASED
Shares33,874 from 43,052
Change-9,178 (-21%)
Value$942.0K (-$316.8K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares32,882 from 31,176
Change+1,706 (+5%)
Value$914.4K (+$2.9K)
Filed 2026-10-16
Winebrenner Capital Management LLC
DECREASED
Shares32,808 from 33,273
Change-465 (-1%)
Value$912.4K (-$60.5K)
Filed 2026-10-07
Elevation Capital Advisory, LLC
DECREASED
Shares30,507 from 274,973
Change-244,466 (-89%)
Value$848.4K (-$7.2M)
Filed 2026-10-29
Transcendent Capital Group LLC
UNCHANGED
Shares29,877 from 29,877
Change0 (0%)
Value$830.9K (-$42.7K)
Filed 2026-10-28
Deseret Mutual Benefit Administrators
INCREASED
Shares28,755 from 28,271
Change+484 (+2%)
Value$799.7K (-$27.0K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares28,669 from 41,094
Change-12,425 (-30%)
Value$797.3K (-$404.3K)
Filed 2026-11-02
Quartz Partners, LLC
INCREASED
Shares26,669 from 24,770
Change+1,899 (+8%)
Value$741.7K (+$17.4K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares26,068 from 28,120
Change-2,052 (-7%)
Value$724.9K (-$97.3K)
Filed 2026-10-08
Mezzasalma Advisors, LLC
INCREASED
Shares24,522 from 22,611
Change+1,911 (+8%)
Value$682.0K (+$20.8K)
Filed 2026-10-14
GFS Advisors, LLC
UNCHANGED
Shares24,432 from 24,432
Change0 (0%)
Value$679.0K (+$658.8K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares19,876 from 18,552
Change+1,324 (+7%)
Value$552.7K (+$10.3K)
Filed 2026-10-21
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares19,747 from 19,276
Change+471 (+2%)
Value$549.2K (-$14.5K)
Filed 2026-10-22
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares18,819 from 18,819
Change0 (0%)
Value$523.4K (-$26.9K)
Filed 2026-10-07
BCS Wealth Management
DECREASED
Shares18,764 from 19,058
Change-294 (-2%)
Value$521.8K (-$35.5K)
Filed 2026-11-03
Nicholas Wealth, Llc.
DECREASED
Shares18,622 from 21,369
Change-2,747 (-13%)
Value$517.9K (-$107.0K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares18,092 from 18,386
Change-294 (-2%)
Value$503.1K (-$34.5K)
Filed 2026-11-05
Aviance Capital Partners, LLC
DECREASED
Shares17,930 from 18,321
Change-391 (-2%)
Value$498.6K (-$37.1K)
Filed 2026-10-29
Investment Partners Asset Management, Inc.
INCREASED
Shares17,783 from 15,169
Change+2,614 (+17%)
Value$494.5K (+$51.0K)
Filed 2026-10-09
Mather Group, Llc.
INCREASED
Shares17,676 from 10,351
Change+7,325 (+71%)
Value$491.6K (+$188.9K)
Filed 2026-10-14
High Net Worth Advisory Group LLC
INCREASED
Shares17,410 from 17,401
Change+9 (+0%)
Value$484.2K (-$24.7K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares16,755 from 23,639
Change-6,884 (-29%)
Value$466.0K (-$225.2K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares16,627 from 16,543
Change+84 (+1%)
Value$462.4K (-$21.3K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares16,581 from 17,225
Change-644 (-4%)
Value$461.1K (-$42.5K)
Filed 2026-10-15
Eagle Bay Advisors LLC
INCREASED
Shares15,962 from 13,857
Change+2,105 (+15%)
Value$443.9K (+$38.7K)
Filed 2026-10-16
Kaizen Financial Strategies
INCREASED
Shares15,506 from 15,357
Change+149 (+1%)
Value$431.2K (-$15.8K)
Filed 2026-10-09
HBW Advisory Services LLC
INCREASED
Shares15,259 from 15,042
Change+217 (+1%)
Value$424.4K (-$15.5K)
Filed 2026-10-15
StoneX Group Inc.
NEW
Shares14,723
Change+14,723
Value$418.0K
Filed 2026-11-03
Lantern Wealth Advisors, LLC
UNCHANGED
Shares13,558 from 13,558
Change0 (0%)
Value$377.0K (-$19.4K)
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares13,355 from 13,355
Change0 (0%)
Value$371.4K (-$19.1K)
Filed 2026-10-16
Autumn Glory Partners, LLC
UNCHANGED
Shares13,046 from 13,046
Change0 (0%)
Value$362.8K (-$18.7K)
Filed 2026-10-26
Post Resch Tallon Group Inc.
INCREASED
Shares12,217 from 11,074
Change+1,143 (+10%)
Value$339.8K (+$16.0K)
Filed 2026-10-09
Sunburst Financial Group, LLC
INCREASED
Shares12,127 from 12,092
Change+35 (+0%)
Value$337.2K (-$16.3K)
Filed 2026-10-09
Total Clarity Wealth Management, Inc.
DECREASED
Shares11,922 from 12,095
Change-173 (-1%)
Value$331.5K (-$22.1K)
Filed 2026-10-26
Founders Financial Securities LLC
DECREASED
Shares11,495 from 11,543
Change-48 (0%)
Value$319.7K (-$17.8K)
Filed 2026-10-28
Meridian Financial Advisors, LLC
INCREASED
Shares11,372 from 11,246
Change+126 (+1%)
Value$316.3K (-$12.6K)
Filed 2026-10-14
Smithbridge Asset Management Inc
UNCHANGED
Shares11,128 from 11,128
Change0 (0%)
Value$309.5K (-$15.9K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
INCREASED
Shares10,638 from 10,474
Change+164 (+2%)
Value$295.8K (-$10.4K)
Filed 2026-10-23
Vaughan David Investments LLC
UNCHANGED
Shares10,369 from 10,369
Change0 (0%)
Value$288 (-$302.7K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares10,008 from 8,012
Change+1,996 (+25%)
Value$278.3K (+$44.1K)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares10,000 from 10,700
Change-700 (-7%)
Value$278.1K (-$34.8K)
Filed 2026-10-20
Traphagen Investment Advisors LLC
DECREASED
Shares9,938 from 10,082
Change-144 (-1%)
Value$276.4K (-$18.4K)
Filed 2026-10-14
Cornerstone Planning Group LLC
DECREASED
Shares9,935 from 10,719
Change-784 (-7%)
Value$275.0K (-$35.2K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares9,702 from 10,107
Change-405 (-4%)
Value$269.8K (-$25.7K)
Filed 2026-10-30
Cornerstone Wealth Group, LLC
UNCHANGED
Shares9,364 from 9,364
Change0 (0%)
Value$260.4K (-$13.4K)
Filed 2026-11-02
David J Yvars Group
DECREASED
Shares8,649 from 8,768
Change-119 (-1%)
Value$240.6K (-$15.8K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
DECREASED
Shares8,435 from 9,658
Change-1,223 (-13%)
Value$234.6K (-$47.8K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares8,417 from 7,775
Change+642 (+8%)
Value$234.1K (+$6.7K)
Filed 2026-10-23
International Private Wealth Advisors LLC
DECREASED
Shares8,416 from 8,676
Change-260 (-3%)
Value$234.0K (-$19.6K)
Filed 2026-11-05
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares7,527 from 7,527
Change0 (0%)
Value$209.3K (-$10.8K)
Filed 2026-10-27
Strategic Wealth Investment Group, LLC
DECREASED
Shares7,473 from 13,858
Change-6,385 (-46%)
Value$207.8K (-$197.4K)
Filed 2026-10-29
Nfsg Corp
DECREASED
Shares7,377 from 7,381
Change-4 (0%)
Value$205.2K (-$10.7K)
Filed 2026-10-15
Simplicity Wealth,LLC
DECREASED
Shares7,211 from 9,327
Change-2,116 (-23%)
Value$200.5K (-$72.2K)
Filed 2026-10-23
Markowski Investments
DECREASED
Shares4,900 from 4,925
Change-25 (-1%)
Value$136.3K (-$7.7K)
Filed 2026-10-30
Monetary Solutions, Ltd
INCREASED
Shares4,692 from 4,676
Change+16 (+0%)
Value$130.5K (-$6.3K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares4,508
Change+4,508
Value$125.4K
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares3,782 from 4,284
Change-502 (-12%)
Value$105.2K (-$20.1K)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares3,199 from 3,199
Change0 (0%)
Value$89.0K (-$4.6K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,001 from 3,001
Change0 (0%)
Value$82.9K (-$4.5K)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares2,292 from 2,808
Change-516 (-18%)
Value$63.7K (-$18.1K)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares1,919 from 2,928
Change-1,009 (-34%)
Value$53.4K (-$32.2K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,773 from 2,464
Change-691 (-28%)
Value$49.3K (-$22.7K)
Filed 2026-10-07
Tompkins Financial Corp
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$43.2K (-$2.2K)
Filed 2026-10-05
Golden State Wealth Management, LLC
INCREASED
Shares1,533 from 1,009
Change+524 (+52%)
Value$42.6K (+$13.1K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,463 from 1,465
Change-2 (0%)
Value$40.7K (-$2.2K)
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$36.2K (-$1.9K)
Filed 2026-10-27
Costello Asset Management, Inc
INCREASED
Shares956 from 951
Change+5 (+1%)
Value$26.6K (-$1.2K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares850
Change+850
Value$23.6K
Filed 2026-10-30
Parallel Advisors, LLC
NEW
Shares800
Change+800
Value$22.2K
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares655 from 556
Change+99 (+18%)
Value$18.2K (+$2.0K)
Filed 2026-11-06
Activest Wealth Management
INCREASED
Shares633 from 623
Change+10 (+2%)
Value$17.6K (-$591)
Filed 2026-10-15
Southern Michigan Bank & Trust
NEW
Shares398
Change+398
Value$11.1K
Filed 2026-10-19
Arlington Trust Co LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$8.3K (-$429)
Filed 2026-10-20
Signature Equity Partners, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$6.6K (-$339)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$5.6K (-$287)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$5.4K (-$279)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares190 from 690
Change-500 (-72%)
Value$5.3K (-$14.9K)
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares179
Change+179
Value$5.0K
Filed 2026-11-05
Canton Hathaway, LLC
NEW
Shares177
Change+177
Value$4.9K
Filed 2026-10-23
Trust Co of Vermont
DECREASED
Shares176 from 401
Change-225 (-56%)
Value$4.9K (-$6.8K)
Filed 2026-10-21
Private Trust Co NA
NEW
Shares165
Change+165
Value$4.6K
Filed 2026-10-20
Provident Wealth Management, LLC
DECREASED
Shares142 from 284
Change-142 (-50%)
Value$3.9K (-$4.4K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares137 from 135
Change+2 (+1%)
Value$3.8K (-$131)
Filed 2026-11-04
POM Investment Strategies, LLC
INCREASED
Shares123 from 121
Change+2 (+2%)
Value$3.4K (-$115)
Filed 2026-10-20
Asset Dedication, LLC
NEW
Shares114
Change+114
Value$3.2K
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$3.1K (-$160)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$2.7K (-$136)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.2K (-$114)
Filed 2026-10-01
Latitude Advisors, LLC
NEW
Shares68
Change+68
Value$1.9K
Filed 2026-10-27
Key Capital Management, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.7K (-$85)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares59
Change+59
Value$1.6K
Filed 2026-10-21
Biltmore Family Office, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$1.5K (-$78)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares42 from 108
Change-66 (-61%)
Value$1.2K (-$2.0K)
Filed 2026-11-04
Networth Advisors, LLC
INCREASED
Shares41 from 40
Change+1 (+3%)
Value$1.1K (-$38)
Filed 2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$417 (-$22)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$109 (-$4)
Filed 2026-11-04
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 595,100
Change-595,100 (-100%)
Value$0 (-$17.4M)
Filed 2026-10-21
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 330,056
Change-330,056 (-100%)
Value$0 (-$9.7M)
Filed 2026-10-26
Iams Wealth Management, LLC
CLOSED
Shares0 from 127,212
Change-127,212 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-15
Vavra Capital Management, LLC
CLOSED
Shares0 from 72,151
Change-72,151 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-14
Lake Hills Wealth Management, LLC
CLOSED
Shares0 from 54,366
Change-54,366 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-07
Optivise Advisory Services LLC
CLOSED
Shares0 from 53,660
Change-53,660 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-19
Global Assets Advisory, LLC
CLOSED
Shares0 from 16,602
Change-16,602 (-100%)
Value$0 (-$483.0K)
Filed 2026-10-28
Eddie Patel Inc
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$467.8K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 10,680
Change-10,680 (-100%)
Value$0 (-$312.3K)
Filed 2026-10-28
Virtue Capital Management, LLC
CLOSED
Shares0 from 10,239
Change-10,239 (-100%)
Value$0 (-$299.4K)
Filed 2026-10-29
Cypress Financial Planning LLC
CLOSED
Shares0 from 9,329
Change-9,329 (-100%)
Value$0 (-$272.8K)
Filed 2026-10-09
Meridian Wealth Management, LLC
CLOSED
Shares0 from 7,947
Change-7,947 (-100%)
Value$0 (-$232.4K)
Filed 2026-11-05
Global View Capital Management LLC
CLOSED
Shares0 from 7,624
Change-7,624 (-100%)
Value$0 (-$222.9K)
Filed 2026-10-28
Strategic Blueprint, LLC
CLOSED
Shares0 from 7,385
Change-7,385 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-22
Tucker Asset Management LLC
CLOSED
Shares0 from 1,281
Change-1,281 (-100%)
Value$0 (-$37.5K)
Filed 2026-10-29
US Bancorp \de\
CLOSED
Shares0 from 815
Change-815 (-100%)
Value$0 (-$23.8K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 541
Change-541 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-15
Park National Corp
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$12.3K)
Filed 2026-10-05
CX Institutional
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$9)
Filed 2026-10-02
CoreCap Advisors, LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-08
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-13
Kings Path Partners LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-21
Avion Wealth
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Hanson & Doremus Investment Management
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 ($0)
Filed 2026-10-16
Bank of America Corp
N/A
Shares— from 18,429,346
Change-18,429,346 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,511,388
Change-4,511,388 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,970,297
Change-3,970,297 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,813,836
Change-3,813,836 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,381,391
Change-2,381,391 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,613,122
Change-1,613,122 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,418,817
Change-1,418,817 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,320,130
Change-1,320,130 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 1,244,430
Change-1,244,430 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 843,238
Change-843,238 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 785,316
Change-785,316 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 754,038
Change-754,038 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 602,114
Change-602,114 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 587,488
Change-587,488 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 575,402
Change-575,402 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 528,773
Change-528,773 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 522,571
Change-522,571 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 501,795
Change-501,795 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 487,919
Change-487,919 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 445,242
Change-445,242 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 433,256
Change-433,256 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 413,670
Change-413,670 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 406,096
Change-406,096 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 382,792
Change-382,792 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 367,392
Change-367,392 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 349,783
Change-349,783 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 337,721
Change-337,721 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 315,945
Change-315,945 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 313,910
Change-313,910 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 299,399
Change-299,399 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 293,253
Change-293,253 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 277,135
Change-277,135 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 275,949
Change-275,949 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 262,743
Change-262,743 (-100%)
Value—
Allianz SE
N/A
Shares— from 248,042
Change-248,042 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 235,463
Change-235,463 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 229,947
Change-229,947 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 225,486
Change-225,486 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 207,774
Change-207,774 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 205,389
Change-205,389 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 190,527
Change-190,527 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 189,347
Change-189,347 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 185,662
Change-185,662 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 182,379
Change-182,379 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 173,851
Change-173,851 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 169,009
Change-169,009 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 162,041
Change-162,041 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 161,698
Change-161,698 (-100%)
Value—
UBS Group AG
N/A
Shares— from 160,227
Change-160,227 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 159,029
Change-159,029 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 152,020
Change-152,020 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 151,173
Change-151,173 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 148,933
Change-148,933 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 148,746
Change-148,746 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 147,391
Change-147,391 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 141,453
Change-141,453 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 138,900
Change-138,900 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 134,066
Change-134,066 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 113,754
Change-113,754 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 110,513
Change-110,513 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 108,595
Change-108,595 (-100%)
Value—
Betterment LLC
N/A
Shares— from 96,771
Change-96,771 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 95,292
Change-95,292 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 92,266
Change-92,266 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 84,844
Change-84,844 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 83,515
Change-83,515 (-100%)
Value—
&partners
N/A
Shares— from 82,978
Change-82,978 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 81,979
Change-81,979 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 79,644
Change-79,644 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 77,134
Change-77,134 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 74,681
Change-74,681 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 73,568
Change-73,568 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 71,688
Change-71,688 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 62,675
Change-62,675 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 58,809
Change-58,809 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 54,065
Change-54,065 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 48,846
Change-48,846 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 45,311
Change-45,311 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 44,057
Change-44,057 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 43,841
Change-43,841 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 42,419
Change-42,419 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 42,306
Change-42,306 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 41,057
Change-41,057 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 41,049
Change-41,049 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 36,999
Change-36,999 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 35,706
Change-35,706 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 34,911
Change-34,911 (-100%)
Value—
Simmons Bank
N/A
Shares— from 33,900
Change-33,900 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 30,699
Change-30,699 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 30,411
Change-30,411 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 29,450
Change-29,450 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 28,552
Change-28,552 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 28,135
Change-28,135 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 26,950
Change-26,950 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 22,963
Change-22,963 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 22,502
Change-22,502 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 22,150
Change-22,150 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 21,487
Change-21,487 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 21,266
Change-21,266 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 20,562
Change-20,562 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 19,178
Change-19,178 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 19,049
Change-19,049 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,942
Change-18,942 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 18,318
Change-18,318 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 17,823
Change-17,823 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 17,738
Change-17,738 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 16,770
Change-16,770 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 16,704
Change-16,704 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 15,243
Change-15,243 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 14,571
Change-14,571 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 14,221
Change-14,221 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,034
Change-14,034 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 12,895
Change-12,895 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 12,649
Change-12,649 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,092
Change-12,092 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,876
Change-11,876 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 11,823
Change-11,823 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,783
Change-11,783 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,737
Change-11,737 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,564
Change-11,564 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 10,692
Change-10,692 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,147
Change-10,147 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 9,875
Change-9,875 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 9,217
Change-9,217 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 8,938
Change-8,938 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,395
Change-8,395 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,144
Change-8,144 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 8,106
Change-8,106 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,838
Change-5,838 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 968
Change-968 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 925
Change-925 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
FMR LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 634
Change-634 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 550
Change-550 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 406
Change-406 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 330
Change-330 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 185
Change-185 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 167
Change-167 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 51
Change-51 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 27
Change-27 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Southern Farm Bureau Life Insurance
INCREASED4,309,8192,587,512+1,722,307+67%$75.7M$120.2K-$75.6M2026-10-15
Capital Investment Advisors, LLC
INCREASED4,121,8083,958,015+163,793+4%$115.7M$114.6M-$1.1M2026-10-22
Evergreen Capital Management LLC
INCREASED803,365798,375+4,990+1%$23.3M$22.3M-$1.0M2026-10-23
Wealthcare Advisory Partners LLC
INCREASED716,539708,131+8,408+1%$20.7M$19.9M-$778.8K2026-10-21
Howard Financial Services, Ltd.
INCREASED708,506675,573+32,933+5%$19.8M$19.7M-$50.2K2026-10-15
Destiny Wealth Partners, LLC
INCREASED401,588310,481+91,107+29%$9.0M$11.0M+$2.1M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED369,360350,544+18,816+5%$10.3M$10.3K-$10.2M2026-11-02
Melone Private Wealth, LLC
INCREASED366,920361,550+5,370+1%$10.6M$10.2M-$367.7K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED366,514321,348+45,166+14%$9.3M$10.1M+$801.7K2026-10-13
Symphony Financial, Ltd. Co.
INCREASED364,006325,749+38,257+12%$9.5M$10.2M+$656.5K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED250,351236,026+14,325+6%$6.9M$7.0M+$60.8K2026-10-30
Plan Group Financial, LLC
INCREASED244,529211,316+33,213+16%$6.2M$6.7M+$501.7K2026-10-22
Atlantic Edge Private Wealth Management, LLC
INCREASED240,096236,455+3,641+2%$6.9M$6.7M-$236.9K2026-10-20
Conning Inc.
UNCHANGED233,570233,57000%$6.8M$6.5M-$334.0K2026-10-27
Pioneer Family Office, LLC
DECREASED215,534450,854-235,320-52%$13.2M$6.0M-$7.2M2026-10-30
Echo45 Advisors LLC
INCREASED177,558172,838+4,720+3%$5.1M$4.9M-$115.9K2026-10-07
Ferguson Shapiro LLC
INCREASED165,528113,980+51,548+45%$3.3M$4.6M+$1.3M2026-10-16
Family Legacy, Inc.
INCREASED161,271160,653+618+0%$4.7M$4.5M-$212.6K2026-10-13
Darrow Company, Inc.
INCREASED149,772133,298+16,474+12%$3.9M$4.2M+$269.5K2026-10-22
Towneley Capital Management, Inc / de
INCREASED141,952139,119+2,833+2%$4.1M$3.9M-$120.2K2026-10-09
Oasis Advisors, LLC
INCREASED134,06593,974+40,091+43%$2.7M$3.7M+$980.5K2026-10-16
Citigroup Inc
INCREASED132,342115,696+16,646+14%$3.4M$3.7M+$297.5K2026-11-04
Performa Ltd (US), LLC
INCREASED131,913123,913+8,000+6%$3.6M$3.7M+$45.3K2026-11-05
Breakwater Capital Group
INCREASED130,176122,499+7,677+6%$3.6M$3.6M+$38.3K2026-10-09
Silvia Mccoll Wealth Management, LLC
INCREASED126,843123,400+3,443+3%$3.6M$3.5M-$80.7K2026-10-07
Frank, Rimerman Advisors LLC
INCREASED125,518125,517+10%$3.7M$3.5M-$179.5K2026-10-16
Sigma Planning Corp
INCREASED124,240113,500+10,740+9%$3.3M$3.5M+$136.4K2026-10-23
Accel Wealth Management
INCREASED122,208115,605+6,603+6%$3.4M$3.4M+$18.3K2026-10-13
Stewardship Advisors, LLC
INCREASED113,337110,069+3,268+3%$3.2M$3.2M-$66.5K2026-10-20
Commonwealth Equity Services, LLC
DECREASED98,693106,525-7,832-7%$3.1M$2.7M-$370.1K2026-11-02
Sfam, LLC
INCREASED98,20494,346+3,858+4%$2.8M$2.7M-$27.6K2026-11-03
Sound Income Strategies, LLC
INCREASED97,32883,546+13,782+17%$2.4M$2.7M+$247.2K2026-10-09
Blue Trust, Inc.
INCREASED92,74386,506+6,237+7%$2.5M$2.6M+$49.7K2026-10-15
Congress Asset Management Co
DECREASED91,35194,318-2,967-3%$2.8M$2.5M-$217.4K2026-10-06
Fifth Third Securities, Inc.
DECREASED90,25590,594-3390%$2.6M$2.5M-$139.0K2026-10-21
AGF Management LTD
UNCHANGED87,50087,50000%$2.6M$2.4M-$125.1K2026-11-03
Burns J W & Co Inc
INCREASED79,97579,915+60+0%$2.3M$2.2M-$112.6K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED76,09671,458+4,638+6%$2.1M$2.1M+$26.8K2026-11-03
Financial Partners Group, Inc
DECREASED73,55378,910-5,357-7%$2.3M$2.0M-$261.8K2026-10-19
Comprehensive Wealth Management, LLC
INCREASED73,47272,820+652+1%$2.1M$2.0M-$86.0K2026-11-02
Oppenheimer & Co Inc
INCREASED66,95254,230+12,722+23%$1.6M$1.9M+$276.3K2026-10-26
Lido Advisors, LLC
DECREASED66,89769,320-2,423-3%$2.0M$1.9M-$166.5K2026-11-04
Cornerstone Wealth Management, LLC
INCREASED64,84160,545+4,296+7%$1.8M$1.8M+$32.9K2026-11-04
1620 Investment Advisors, Inc.
INCREASED62,99454,560+8,434+15%$1.6M$1.8M+$156.5K2026-11-04
Trilogy Capital Inc.
DECREASED58,42863,246-4,818-8%$1.8M$1.6M-$224.4K2026-10-20
Daymark Wealth Partners, LLC
INCREASED57,73356,506+1,227+2%$1.7M$1.6M-$46.7K2026-11-04
Creekside Partners
DECREASED50,46855,931-5,463-10%$1.6M$1.4M-$231.9K2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED49,54676,249-26,703-35%$2.2M$1.4M-$851.6K2026-10-21
Avior Wealth Management, LLC
DECREASED49,21850,065-847-2%$1.5M$1.4M-$95.2K2026-10-13
NovaPoint Capital, LLC
DECREASED45,67446,363-689-1%$1.4M$1.3M-$85.5K2026-10-22
Retirement Guys Formula LLC
DECREASED45,14545,885-740-2%$1.3M$1.3M-$86.2K2026-10-26
Paller Financial Services Inc
INCREASED44,69543,430+1,265+3%$1.3M$1.2M-$26.9K2026-10-13
Thrivent Financial for Lutherans
DECREASED41,624221,236-179,612-81%$6.5M$1.2K-$6.5M2026-11-05
Sheets Smith Wealth Management
INCREASED35,61934,099+1,520+4%$997.1K$990.6K-$6.5K2026-10-16
Whipplewood Advisors, LLC
NEW35,188—+35,188——$978.6K—2026-10-20
NBT Bank, N.A.
DECREASED33,87443,052-9,178-21%$1.3M$942.0K-$316.8K2026-10-21
IFP Advisors, Inc
INCREASED32,88231,176+1,706+5%$911.6K$914.4K+$2.9K2026-10-16
Winebrenner Capital Management LLC
DECREASED32,80833,273-465-1%$972.9K$912.4K-$60.5K2026-10-07
Elevation Capital Advisory, LLC
DECREASED30,507274,973-244,466-89%$8.0M$848.4K-$7.2M2026-10-29
Transcendent Capital Group LLC
UNCHANGED29,87729,87700%$873.6K$830.9K-$42.7K2026-10-28
Deseret Mutual Benefit Administrators
INCREASED28,75528,271+484+2%$826.6K$799.7K-$27.0K2026-11-04
Kestra Advisory Services, LLC
DECREASED28,66941,094-12,425-30%$1.2M$797.3K-$404.3K2026-11-02
Quartz Partners, LLC
INCREASED26,66924,770+1,899+8%$724.3K$741.7K+$17.4K2026-11-03
Farther Finance Advisors, LLC
DECREASED26,06828,120-2,052-7%$822.2K$724.9K-$97.3K2026-10-08
Mezzasalma Advisors, LLC
INCREASED24,52222,611+1,911+8%$661.1K$682.0K+$20.8K2026-10-14
GFS Advisors, LLC
UNCHANGED24,43224,43200%$20.2K$679.0K+$658.8K2026-11-03
SeaCrest Wealth Management, LLC
INCREASED19,87618,552+1,324+7%$542.5K$552.7K+$10.3K2026-10-21
Christensen, King & Associates Investment Services, Inc.
INCREASED19,74719,276+471+2%$563.6K$549.2K-$14.5K2026-10-22
McAlister, Sweet & Associates, Inc.
UNCHANGED18,81918,81900%$550.3K$523.4K-$26.9K2026-10-07
BCS Wealth Management
DECREASED18,76419,058-294-2%$557.3K$521.8K-$35.5K2026-11-03
Nicholas Wealth, Llc.
DECREASED18,62221,369-2,747-13%$624.8K$517.9K-$107.0K2026-10-26
Bank of New York Mellon Corp
DECREASED18,09218,386-294-2%$537.6K$503.1K-$34.5K2026-11-05
Aviance Capital Partners, LLC
DECREASED17,93018,321-391-2%$535.7K$498.6K-$37.1K2026-10-29
Investment Partners Asset Management, Inc.
INCREASED17,78315,169+2,614+17%$443.5K$494.5K+$51.0K2026-10-09
Mather Group, Llc.
INCREASED17,67610,351+7,325+71%$302.7K$491.6K+$188.9K2026-10-14
High Net Worth Advisory Group LLC
INCREASED17,41017,401+9+0%$508.8K$484.2K-$24.7K2026-10-26
RFG Advisory, LLC
DECREASED16,75523,639-6,884-29%$691.2K$466.0K-$225.2K2026-11-03
Csenge Advisory Group
INCREASED16,62716,543+84+1%$483.7K$462.4K-$21.3K2026-11-04
Atria Investments, Inc
DECREASED16,58117,225-644-4%$503.7K$461.1K-$42.5K2026-10-15
Eagle Bay Advisors LLC
INCREASED15,96213,857+2,105+15%$405.2K$443.9K+$38.7K2026-10-16
Kaizen Financial Strategies
INCREASED15,50615,357+149+1%$447.0K$431.2K-$15.8K2026-10-09
HBW Advisory Services LLC
INCREASED15,25915,042+217+1%$439.8K$424.4K-$15.5K2026-10-15
StoneX Group Inc.
NEW14,723—+14,723——$418.0K—2026-11-03
Lantern Wealth Advisors, LLC
UNCHANGED13,55813,55800%$396.4K$377.0K-$19.4K2026-10-22
McKinley Carter Wealth Services, Inc.
UNCHANGED13,35513,35500%$390.5K$371.4K-$19.1K2026-10-16
Autumn Glory Partners, LLC
UNCHANGED13,04613,04600%$381.5K$362.8K-$18.7K2026-10-26
Post Resch Tallon Group Inc.
INCREASED12,21711,074+1,143+10%$323.8K$339.8K+$16.0K2026-10-09
Sunburst Financial Group, LLC
INCREASED12,12712,092+35+0%$353.6K$337.2K-$16.3K2026-10-09
Total Clarity Wealth Management, Inc.
DECREASED11,92212,095-173-1%$353.7K$331.5K-$22.1K2026-10-26
Founders Financial Securities LLC
DECREASED11,49511,543-480%$337.5K$319.7K-$17.8K2026-10-28
Meridian Financial Advisors, LLC
INCREASED11,37211,246+126+1%$328.8K$316.3K-$12.6K2026-10-14
Smithbridge Asset Management Inc
UNCHANGED11,12811,12800%$325.4K$309.5K-$15.9K2026-10-19
Bright Futures Wealth Management, Llc.
INCREASED10,63810,474+164+2%$306.3K$295.8K-$10.4K2026-10-23
Vaughan David Investments LLC
UNCHANGED10,36910,36900%$303.0K$288-$302.7K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED10,0088,012+1,996+25%$234.3K$278.3K+$44.1K2026-10-16
Carnegie Investment Counsel
DECREASED10,00010,700-700-7%$312.9K$278.1K-$34.8K2026-10-20
Traphagen Investment Advisors LLC
DECREASED9,93810,082-144-1%$294.8K$276.4K-$18.4K2026-10-14
Cornerstone Planning Group LLC
DECREASED9,93510,719-784-7%$310.2K$275.0K-$35.2K2026-10-16
Truist Financial Corp
DECREASED9,70210,107-405-4%$295.5K$269.8K-$25.7K2026-10-30
Cornerstone Wealth Group, LLC
UNCHANGED9,3649,36400%$273.8K$260.4K-$13.4K2026-11-02
David J Yvars Group
DECREASED8,6498,768-119-1%$256.4K$240.6K-$15.8K2026-10-09
Dynamic Advisor Solutions LLC
DECREASED8,4359,658-1,223-13%$282.4K$234.6K-$47.8K2026-10-13
Apollon Wealth Management, LLC
INCREASED8,4177,775+642+8%$227.3K$234.1K+$6.7K2026-10-23
International Private Wealth Advisors LLC
DECREASED8,4168,676-260-3%$253.7K$234.0K-$19.6K2026-11-05
Etesian Wealth Advisors, Inc.
UNCHANGED7,5277,52700%$220.1K$209.3K-$10.8K2026-10-27
Strategic Wealth Investment Group, LLC
DECREASED7,47313,858-6,385-46%$405.2K$207.8K-$197.4K2026-10-29
Nfsg Corp
DECREASED7,3777,381-40%$215.8K$205.2K-$10.7K2026-10-15
Simplicity Wealth,LLC
DECREASED7,2119,327-2,116-23%$272.7K$200.5K-$72.2K2026-10-23
Markowski Investments
DECREASED4,9004,925-25-1%$144.0K$136.3K-$7.7K2026-10-30
Monetary Solutions, Ltd
INCREASED4,6924,676+16+0%$136.7K$130.5K-$6.3K2026-10-22
Ascentis Independent Advisors
NEW4,508—+4,508——$125.4K—2026-11-03
Fifth Third Bancorp
DECREASED3,7824,284-502-12%$125.3K$105.2K-$20.1K2026-11-05
Spire Wealth Management
UNCHANGED3,1993,19900%$93.5K$89.0K-$4.6K2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED3,0013,00100%$87.4K$82.9K-$4.5K2026-10-16
Compass Financial Management LLC
DECREASED2,2922,808-516-18%$81.8K$63.7K-$18.1K2026-10-30
Assetmark, Inc
DECREASED1,9192,928-1,009-34%$85.6K$53.4K-$32.2K2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED1,7732,464-691-28%$72.0K$49.3K-$22.7K2026-10-07
Tompkins Financial Corp
UNCHANGED1,5551,55500%$45.5K$43.2K-$2.2K2026-10-05
Golden State Wealth Management, LLC
INCREASED1,5331,009+524+52%$29.5K$42.6K+$13.1K2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED1,4631,465-20%$42.8K$40.7K-$2.2K2026-11-02
Parkside Financial Bank & Trust
UNCHANGED1,3001,30000%$38.0K$36.2K-$1.9K2026-10-27
Costello Asset Management, Inc
INCREASED956951+5+1%$27.8K$26.6K-$1.2K2026-10-30
Provenance Wealth Advisors, LLC
NEW850—+850——$23.6K—2026-10-30
Parallel Advisors, LLC
NEW800—+800——$22.2K—2026-11-03
PNC Financial Services Group, Inc.
INCREASED655556+99+18%$16.3K$18.2K+$2.0K2026-11-06
Activest Wealth Management
INCREASED633623+10+2%$18.2K$17.6K-$5912026-10-15
Southern Michigan Bank & Trust
NEW398—+398——$11.1K—2026-10-19
Arlington Trust Co LLC
UNCHANGED30030000%$8.8K$8.3K-$4292026-10-20
Signature Equity Partners, LLC
UNCHANGED23723700%$6.9K$6.6K-$3392026-10-29
Lloyd Advisory Services, Llc.
UNCHANGED20120100%$5.9K$5.6K-$2872026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED19519500%$5.7K$5.4K-$2792026-10-23
Capital Investment Advisory Services, LLC
DECREASED190690-500-72%$20.2K$5.3K-$14.9K2026-10-30
Rossby Financial, LCC
NEW179—+179——$5.0K—2026-11-05
Canton Hathaway, LLC
NEW177—+177——$4.9K—2026-10-23
Trust Co of Vermont
DECREASED176401-225-56%$11.7K$4.9K-$6.8K2026-10-21
Private Trust Co NA
NEW165—+165——$4.6K—2026-10-20
Provident Wealth Management, LLC
DECREASED142284-142-50%$8.3K$3.9K-$4.4K2026-10-20
AlphaCore Capital LLC
INCREASED137135+2+1%$4.0K$3.8K-$1312026-11-04
POM Investment Strategies, LLC
INCREASED123121+2+2%$3.5K$3.4K-$1152026-10-20
Asset Dedication, LLC
NEW114—+114——$3.2K—2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED11211200%$3.3K$3.1K-$1602026-10-23
Signaturefd, LLC
UNCHANGED969600%$2.8K$2.7K-$1362026-10-23
Noble Wealth Management PBC
UNCHANGED808000%$2.3K$2.2K-$1142026-10-01
Latitude Advisors, LLC
NEW68—+68——$1.9K—2026-10-27
Key Capital Management, Inc
UNCHANGED606000%$1.8K$1.7K-$852026-11-03
Root Financial Partners, LLC
NEW59—+59——$1.6K—2026-10-21
Biltmore Family Office, LLC
UNCHANGED555500%$1.6K$1.5K-$782026-11-03
EverSource Wealth Advisors, LLC
DECREASED42108-66-61%$3.2K$1.2K-$2.0K2026-11-04
Networth Advisors, LLC
INCREASED4140+1+3%$1.2K$1.1K-$382026-11-03
Elevated Capital Advisors, LLC
UNCHANGED151500%$439$417-$222026-11-04
Kingdom Financial Group Llc.
UNCHANGED4400%$113$109-$42026-11-04
Ocean Park Asset Management, LLC
CLOSED0595,100-595,100-100%$17.4M$0-$17.4M2026-10-21
FSA Wealth Partners, Inc.
CLOSED0330,056-330,056-100%$9.7M$0-$9.7M2026-10-26
Iams Wealth Management, LLC
CLOSED0127,212-127,212-100%$3.7M$0-$3.7M2026-10-15
Vavra Capital Management, LLC
CLOSED072,151-72,151-100%$2.1M$0-$2.1M2026-10-14
Lake Hills Wealth Management, LLC
CLOSED054,366-54,366-100%$1.6M$0-$1.6M2026-10-07
Optivise Advisory Services LLC
CLOSED053,660-53,660-100%$1.6M$0-$1.6M2026-10-19
Global Assets Advisory, LLC
CLOSED016,602-16,602-100%$483.0K$0-$483.0K2026-10-28
Eddie Patel Inc
CLOSED016,000-16,000-100%$467.8K$0-$467.8K2026-11-02
Clear Creek Financial Management, LLC
CLOSED010,680-10,680-100%$312.3K$0-$312.3K2026-10-28
Virtue Capital Management, LLC
CLOSED010,239-10,239-100%$299.4K$0-$299.4K2026-10-29
Cypress Financial Planning LLC
CLOSED09,329-9,329-100%$272.8K$0-$272.8K2026-10-09
Meridian Wealth Management, LLC
CLOSED07,947-7,947-100%$232.4K$0-$232.4K2026-11-05
Global View Capital Management LLC
CLOSED07,624-7,624-100%$222.9K$0-$222.9K2026-10-28
Strategic Blueprint, LLC
CLOSED07,385-7,385-100%$215.9K$0-$215.9K2026-10-22
Tucker Asset Management LLC
CLOSED01,281-1,281-100%$37.5K$0-$37.5K2026-10-29
US Bancorp \de\
CLOSED0815-815-100%$23.8K$0-$23.8K2026-11-05
AdvisorNet Financial, Inc
CLOSED0541-541-100%$15.8K$0-$15.8K2026-10-15
Park National Corp
CLOSED0420-420-100%$12.3K$0-$12.3K2026-10-05
CX Institutional
CLOSED0309-309-100%$9$0-$92026-10-02
CoreCap Advisors, LLC
CLOSED0232-232-100%$6.8K$0-$6.8K2026-10-08
Farmers & Merchants Investments Inc
CLOSED0151-151-100%$4.4K$0-$4.4K2026-10-22
Cape Investment Advisory, Inc.
CLOSED0108-108-100%$3.2K$0-$3.2K2026-10-13
Kings Path Partners LLC
CLOSED066-66-100%$1.9K$0-$1.9K2026-10-21
Avion Wealth
CLOSED042-42-100%$1$0-$12026-11-04
Hanson & Doremus Investment Management
CLOSED010-10-100%$0$0$02026-10-16
Bank of America Corp
N/A—18,429,346-18,429,346-100%$538.9M———
LPL Financial LLC
N/A—4,511,388-4,511,388-100%$131.9M———
Cerity Partners LLC
N/A—3,970,297-3,970,297-100%$116.1M———
Morgan Stanley
N/A—3,813,836-3,813,836-100%$111.5M———
Wells Fargo & Company
N/A—2,381,391-2,381,391-100%$69.6M———
Ameriprise Financial Inc
N/A—1,613,122-1,613,122-100%$47.2M———
Charles Schwab Investment Management Inc
N/A—1,418,817-1,418,817-100%$41.5M———
1832 Asset Management L.P.
N/A—1,320,130-1,320,130-100%$38.6M———
Kensington Asset Management, LLC
N/A—1,244,430-1,244,430-100%$36.4M———
Alliancebernstein L.P.
N/A—843,238-843,238-100%$24.2M———
Raymond James Financial Inc
N/A—785,316-785,316-100%$23.0M———
Horizon Investments, LLC
N/A—754,038-754,038-100%$21.8M———
Cape COD Five Cents Savings Bank
N/A—602,114-602,114-100%$17.6M———
Envestnet Asset Management Inc
N/A—587,488-587,488-100%$17.2M———
Osaic Holdings, Inc.
N/A—575,402-575,402-100%$16.8M———
Cetera Investment Advisers
N/A—528,773-528,773-100%$15.5M———
Guggenheim Capital LLC
N/A—522,571-522,571-100%$15.3M———
Scotia Capital Inc.
N/A—501,795-501,795-100%$14.7M———
Summit Financial, LLC
N/A—487,919-487,919-100%$14.3M———
Jones Financial Companies Lllp
N/A—445,242-445,242-100%$13.0M———
Janney Montgomery Scott LLC
N/A—433,256-433,256-100%$12.7M———
Philadelphia Investment Partners, LLC
N/A—413,670-413,670-100%$12.1M———
Allworth Financial LP
N/A—406,096-406,096-100%$11.9M———
Stifel Financial Corp
N/A—382,792-382,792-100%$11.2M———
WCG Wealth Advisors LLC
N/A—367,392-367,392-100%$10.7M———
Integrated Wealth Concepts LLC
N/A—349,783-349,783-100%$10.2M———
MML Investors Services, LLC
N/A—337,721-337,721-100%$9.9M———
Ancora Advisors LLCA
N/A—315,945-315,945-100%$9.2M———
American Financial Advisors, LLC
N/A—313,910-313,910-100%$9.2M———
Graney & King, LLC
N/A—299,399-299,399-100%$8.8M———
Tidal Investments LLC
N/A—293,253-293,253-100%$8.6M———
Wrapmanager Inc
N/A—277,135-277,135-100%$8.1M———
Shepherd Kaplan Krochuk, LLC
N/A—275,949-275,949-100%$8.1M———
Emissary Wealth LLC
N/A—262,743-262,743-100%$7.7M———
Allianz SE
N/A—248,042-248,042-100%$7.3M———
FAS Wealth Partners, Inc.
N/A—235,463-235,463-100%$6.9M———
Money Concepts Capital Corp
N/A—229,947-229,947-100%$6.7M———
OneDigital Investment Advisors LLC
N/A—225,486-225,486-100%$6.6M———
Napier Financial, LLC
N/A—207,774-207,774-100%$6.1M———
AE Wealth Management LLC
N/A—205,389-205,389-100%$6.0M———
Steward Partners Investment Advisory, LLC
N/A—190,527-190,527-100%$5.6M———
Storen Legacy Partners, LLC
N/A—189,347-189,347-100%$5.5M———
L & S Advisors Inc
N/A—185,662-185,662-100%$5.4M———
Allianz Asset Management GmbH
N/A—182,379-182,379-100%$5.3M———
JPMorgan Chase & Co
N/A—173,851-173,851-100%$5.1M———
Ducere Wealth Management LLC
N/A—169,009-169,009-100%$4.9M———
Northwestern Mutual Wealth Management Co
N/A—162,041-162,041-100%$4.7M———
Kingsview Wealth Management, LLC
N/A—161,698-161,698-100%$4.7M———
UBS Group AG
N/A—160,227-160,227-100%$4.7M———
Mosaic Family Wealth Partners, LLC
N/A—159,029-159,029-100%$4.7M———
Principal Securities, Inc.
N/A—152,020-152,020-100%$4.4M———
Insigneo Advisory Services, LLC
N/A—151,173-151,173-100%$4.4M———
Bank of Montreal
N/A—148,933-148,933-100%$4.4M———
National Bank of Canada
N/A—148,746-148,746-100%$4.3M———
Advyzon Investment Management, LLC
N/A—147,391-147,391-100%$4.3M———
RiverFront Investment Group, LLC
N/A—141,453-141,453-100%$4.1M———
Private Advisor Group, LLC
N/A—138,900-138,900-100%$4.1M———
Royal Bank of Canada
N/A—134,066-134,066-100%$3.9M———
Piedmont Capital Management, LLC
N/A—113,754-113,754-100%$3.3M———
Baird Financial Group, Inc.
N/A—110,513-110,513-100%$3.2M———
Wealthfront Advisers LLC
N/A—108,595-108,595-100%$3.2M———
Betterment LLC
N/A—96,771-96,771-100%$2.8M———
IHT Wealth Management, LLC
N/A—95,292-95,292-100%$2.8M———
Dougherty & Associates, LLC
N/A—92,266-92,266-100%$2.7M———
Ausdal Financial Partners, Inc.
N/A—84,844-84,844-100%$2.5M———
Smartleaf Asset Management LLC
N/A—83,515-83,515-100%$2.4M———
&partners
N/A—82,978-82,978-100%$2.4M———
Savvy Advisors, Inc.
N/A—81,979-81,979-100%$2.4M———
Interactive Financial Advisors, Inc.
N/A—79,644-79,644-100%$2.3M———
Ascent Advisors, LLC
N/A—77,134-77,134-100%$2.2M———
NewEdge Advisors, LLC
N/A—74,681-74,681-100%$2.2M———
Perspective Wealth Advisors LLC
N/A—73,568-73,568-100%$2.2M———
World Investment Advisors
N/A—71,688-71,688-100%$2.1M———
Waverly Advisors, LLC
N/A—62,675-62,675-100%$1.8M———
Clear Investment Research, LLC
N/A—58,809-58,809-100%$1.7M———
Triton Financial Group Inc
N/A—54,065-54,065-100%$1.6M———
Global Endowment Management, LP
N/A—50,000-50,000-100%$1.5M———
Huntington National Bank
N/A—48,846-48,846-100%$1.4M———
Jane Street Group, LLC
N/A—45,311-45,311-100%$1.3M———
White Pine Capital LLC
N/A—44,057-44,057-100%$1.3M———
Arkadios Wealth Advisors
N/A—43,841-43,841-100%$1.3M———
Sanctuary Advisors, LLC
N/A—42,419-42,419-100%$1.2M———
Freestone Capital Holdings, LLC
N/A—42,306-42,306-100%$1.2M———
BlackRock, Inc.
N/A—41,057-41,057-100%$1.2M———
Axis Wealth Partners, LLC
N/A—41,049-41,049-100%$1.2M———
Pacific SUN Financial Corp
N/A—36,999-36,999-100%$1.1M———
Smart Money Group LLC
N/A—35,706-35,706-100%$1.0M———
Continuum Advisory, LLC
N/A—34,911-34,911-100%$1.0M———
Simmons Bank
N/A—33,900-33,900-100%$991.2K———
Captrust Financial Advisors
N/A—30,699-30,699-100%$897.6K———
Geneos Wealth Management Inc.
N/A—30,411-30,411-100%$889.2K———
Wilson & Boucher Capital Management, LLC
N/A—29,450-29,450-100%$861.1K———
Advisory Services Network, LLC
N/A—28,552-28,552-100%$834.9K———
Rockefeller Capital Management L.P.
N/A—28,135-28,135-100%$822.7K———
Qube Research & Technologies Ltd
N/A—26,950-26,950-100%$788.0K———
Smith, Moore & Co.
N/A—22,963-22,963-100%$671.4K———
Goldstone Financial Group, LLC
N/A—22,502-22,502-100%$658.0K———
Summit Trail Advisors, LLC
N/A—22,150-22,150-100%$647.7K———
Jaffetilchin Investment Partners, LLC
N/A—21,487-21,487-100%$628.3K———
Fortune Financial Advisors, LLC
N/A—21,266-21,266-100%$621.8K———
Van Diest Capital, LLC
N/A—20,562-20,562-100%$601.2K———
Tower Research Capital LLC (TRC)
N/A—19,178-19,178-100%$560.8K———
Arete Wealth Advisors, LLC
N/A—19,049-19,049-100%$557.0K———
Stratos Wealth Partners, Ltd.
N/A—18,942-18,942-100%$553.9K———
Nomura Asset Management Co LTD
N/A—18,318-18,318-100%$535.6K———
Liberty Square Wealth Partners LLC
N/A—17,823-17,823-100%$521.1K———
Level Four Advisory Services, LLC
N/A—17,738-17,738-100%$518.7K———
Strathmore Capital Advisors, Inc.
N/A—16,770-16,770-100%$486.2K———
Curi Capital, LLC
N/A—16,704-16,704-100%$488.4K———
Cerity Partners Retirement Plan Advisors LLC
N/A—15,243-15,243-100%$445.7K———
Independent Advisor Alliance
N/A—14,571-14,571-100%$426.1K———
Alteri Wealth LLC
N/A—14,221-14,221-100%$415.8K———
Natixis Advisors, LLC
N/A—14,034-14,034-100%$410.0K———
Kinetic Wealth Investment Advisors LLC
N/A—12,925-12,925-100%$377.9K———
Octavia Wealth Advisors, LLC
N/A—12,895-12,895-100%$377.0K———
Gotham Asset Management, LLC
N/A—12,649-12,649-100%$369.9K———
Aptus Capital Advisors, LLC
N/A—12,092-12,092-100%$353.6K———
HighTower Advisors, LLC
N/A—11,876-11,876-100%$347.3K———
Strategic Financial Concepts, LLC
N/A—11,823-11,823-100%$345.7K———
Vestmark Advisory Solutions, Inc.
N/A—11,783-11,783-100%$344.5K———
Applied Capital LLC
N/A—11,781-11,781-100%$344.5K———
MAI Capital Management
N/A—11,737-11,737-100%$343.2K———
PFG Investments, LLC
N/A—11,564-11,564-100%$338.1K———
OneAscent Financial Services LLC
N/A—10,692-10,692-100%$312.6K———
Morton Community Bank
N/A—10,369-10,369-100%$303.2K———
Centaurus Financial, Inc.
N/A—10,147-10,147-100%$297.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—9,875-9,875-100%$288.7K———
Summitpoint Capital Management
N/A—9,217-9,217-100%$269.5K———
Vines Capital Management, LLC
N/A—8,938-8,938-100%$261.3K———
Disciplined Investors, L.L.C.
N/A—8,731-8,731-100%$255.3K———
Envestnet Portfolio Solutions, Inc.
N/A—8,395-8,395-100%$245.5K———
Harbour Investments, Inc.
N/A—8,144-8,144-100%$238.1K———
Vantus Wealth LLC
N/A—8,106-8,106-100%$237.0K———
Coppell Advisory Solutions LLC
N/A—7,805-7,805-100%$1.8M———
Pointe Capital Management LLC
N/A—7,718-7,718-100%$225.7K———
Equitable Holdings, Inc.
N/A—7,327-7,327-100%$214.2K———
Crux Wealth Advisors
N/A—7,032-7,032-100%$205.6K———
EP Wealth Advisors, LLC
N/A—5,838-5,838-100%$170.7K———
BFC Planning, Inc.
N/A—5,475-5,475-100%$160.1K———
Ameritas Investment Partners, Inc.
N/A—5,359-5,359-100%$156.7K———
Bernard Wealth Management Corp.
N/A—5,011-5,011-100%$146.5K———
Darwin Wealth Management, LLC
N/A—3,548-3,548-100%$103.8K———
Ameritas Advisory Services, LLC
N/A—3,154-3,154-100%$92.2K———
Blair William & Co
N/A—2,644-2,644-100%$77.3K———
Fourth Dimension Wealth, LLC
N/A—1,980-1,980-100%$57.9K———
Bogart Wealth, LLC
N/A—1,802-1,802-100%$52.7K———
Raffa Wealth Management, LLC
N/A—1,114-1,114-100%$32.6K———
Caitlin John, LLC
N/A—1,000-1,000-100%$29.2K———
Van Eck Associates Corp
N/A—968-968-100%$28.3K———
Colonial Trust Advisors
N/A—925-925-100%$27.0K———
Atomic Invest LLC
N/A—866-866-100%$25.3K———
IFG Advisory, LLC
N/A—766-766-100%$22.4K———
FMR LLC
N/A—734-734-100%$21.5K———
Consultiva Wealth Management, Corp.
N/A—634-634-100%$18.5K———
Transamerica Financial Advisors, LLC
N/A—619-619-100%$18.1K———
Arax Advisory Partners
N/A—550-550-100%$16.1K———
Whittier Trust Co of Nevada Inc
N/A—406-406-100%$11.8K———
Atlantic Union Bankshares Corp
N/A—330-330-100%$9.6K———
UBS Asset Management Americas LLC
N/A—297-297-100%$8.7K———
Purpose Unlimited Inc.
N/A—196-196-100%$5.8K———
New England Asset Management Inc
N/A—185-185-100%$5.4K———
SHP Wealth Management
N/A—167-167-100%$4.9K———
Global Retirement Partners, LLC
N/A—158-158-100%$4.6K———
Westfuller Advisors, LLC
N/A—135-135-100%$3.9K———
Migdal Insurance & Financial Holdings Ltd.
N/A—100-100-100%$2.9K———
Ameriflex Group, Inc.
N/A—85-85-100%$2.5K———
Founders Financial Alliance, LLC
N/A—64-64-100%$1.9K———
BlueCrest Capital Management Ltd
N/A—51-51-100%$1.5K———
Delos Wealth Advisors, LLC
N/A—49-49-100%$1.4K———
Delta Asset Management LLC
N/A—40-40-100%$1.2K———
BNP Paribas Financial Markets
N/A—27-27-100%$789———
Oakmont Advisory Group, LLC
N/A—23-23-100%$672———
Tidemark, LLC
N/A—2-2-100%$52———
Vestwell Advisors, LLC
N/A—1-1-100%$22———
Russell Investments Group, Ltd.
N/A—1-1-100%$29———
Showing 351 of 351 institutions