IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vaneck Urani & Nuclr ETF-Usd (NLR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares225,084 from 280,283
Change-55,199 (-20%)
Value$23.3M (-$9.2M)
Filed 2026-11-02
StoneX Group Inc.
DECREASED
Shares170,135 from 177,349
Change-7,214 (-4%)
Value$17.6M (-$3.0M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares153,181 from 143,460
Change+9,721 (+7%)
Value$15.8K (-$16.6M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares122,586 from 97,335
Change+25,251 (+26%)
Value$12.7M (+$1.4M)
Filed 2026-10-21
Prism Advisors, Inc.
INCREASED
Shares118,239 from 78,730
Change+39,509 (+50%)
Value$12.1M (+$3.0M)
Filed 2026-10-09
Rockport Wealth LLC
DECREASED
Shares103,199 from 128,374
Change-25,175 (-20%)
Value$10.7M (-$4.2M)
Filed 2026-11-03
KCM Investment Advisors LLC
DECREASED
Shares92,973 from 93,878
Change-905 (-1%)
Value$9.6M (-$1.3M)
Filed 2026-10-27
Consolidated Capital Management, LLC
INCREASED
Shares88,616 from 86,309
Change+2,307 (+3%)
Value$9.2M (-$841.9K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares81,595 from 106,311
Change-24,716 (-23%)
Value$8.4K (-$12.3M)
Filed 2026-11-05
Destiny Wealth Partners, LLC
INCREASED
Shares76,977 from 61,542
Change+15,435 (+25%)
Value$6.9M (+$326.5K)
Filed 2026-11-05
McGuire Investment Group, LLC
INCREASED
Shares71,703 from 70,531
Change+1,172 (+2%)
Value$7.4M (-$761.8K)
Filed 2026-10-23
Kozak & Associates, Inc.
INCREASED
Shares71,503 from 67,229
Change+4,274 (+6%)
Value$6.9M (-$859.0K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares69,167 from 68,779
Change+388 (+1%)
Value$7.2M (-$821.0K)
Filed 2026-10-16
Stonebridge Financial Group, LLC
INCREASED
Shares63,737 from 58,256
Change+5,481 (+9%)
Value$6.6M (-$162.3K)
Filed 2026-10-01
TD Private Client Wealth LLC
INCREASED
Shares63,108 from 56,506
Change+6,602 (+12%)
Value$6.5M (-$24.4K)
Filed 2026-10-28
Capital Investment Advisors, LLC
INCREASED
Shares63,043 from 62,875
Change+168 (+0%)
Value$6.5M (-$769.9K)
Filed 2026-10-22
United Capital Management of KS, Inc.
NEW
Shares52,316
Change+52,316
Value$5.4M
Filed 2026-11-04
Bayshore Capital Advisors, LLC
INCREASED
Shares49,550 from 12,941
Change+36,609 (+283%)
Value$5.1M (+$3.6M)
Filed 2026-11-02
CX Institutional
INCREASED
Shares49,067 from 35,021
Change+14,046 (+40%)
Value$5.1K (+$1.0K)
Filed 2026-10-02
Park Avenue Securities LLC
INCREASED
Shares48,346 from 31,039
Change+17,307 (+56%)
Value$5.0K (-$3.6M)
Filed 2026-10-26
Tepp RIA, LLC
INCREASED
Shares45,566 from 37,666
Change+7,900 (+21%)
Value$4.7M (+$345.8K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
INCREASED
Shares45,292 from 43,650
Change+1,642 (+4%)
Value$4.7M (-$376.7K)
Filed 2026-11-02
Belvedere Trading LLC
NEW
Shares45,191
Change+45,191
Value$4.7M
Filed 2026-11-05
MinichMacGregor Wealth Management, LLC
INCREASED
Shares41,165 from 29,013
Change+12,152 (+42%)
Value$4.3M (+$894.0K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares41,082 from 36,864
Change+4,218 (+11%)
Value$4.3M (-$25.2K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares39,844 from 33,922
Change+5,922 (+17%)
Value$4.1M (+$187.9K)
Filed 2026-11-02
Bucket List Wealth Management, LLC
INCREASED
Shares39,022 from 36,346
Change+2,676 (+7%)
Value$4.0M (-$178.2K)
Filed 2026-10-22
StoneCrest Wealth Management, Inc.
DECREASED
Shares38,389 from 38,626
Change-237 (-1%)
Value$4.0M (-$508.1K)
Filed 2026-11-03
GoalVest Advisory LLC
INCREASED
Shares36,061 from 5,874
Change+30,187 (+514%)
Value$778.5K (+$97.2K)
Filed 2026-10-02
Paller Financial Services Inc
INCREASED
Shares35,597 from 33,184
Change+2,413 (+7%)
Value$3.7M (-$165.8K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares34,910 from 33,596
Change+1,314 (+4%)
Value$3.6M (-$284.7K)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
DECREASED
Shares33,610 from 53,039
Change-19,429 (-37%)
Value$3.5M (-$2.7M)
Filed 2026-11-03
Sterling Investment Advisors, Ltd.
INCREASED
Shares31,108 from 29,459
Change+1,649 (+6%)
Value$3.2M (-$198.2K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares30,366 from 29,641
Change+725 (+2%)
Value$3.1M (-$283.8K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares28,735 from 26,468
Change+2,267 (+9%)
Value$3.0K (-$3.1M)
Filed 2026-10-22
Steele Capital Management, Inc.
DECREASED
Shares28,369 from 39,485
Change-11,116 (-28%)
Value$2.9M (-$1.6M)
Filed 2026-11-02
Pettinga Financial Advisors LLC
DECREASED
Shares28,053 from 29,185
Change-1,132 (-4%)
Value$2.9M (-$482.5K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares27,174 from 6,189
Change+20,985 (+339%)
Value$2.8M (+$2.1M)
Filed 2026-10-16
Echo45 Advisors LLC
INCREASED
Shares27,024 from 25,223
Change+1,801 (+7%)
Value$2.8M (-$129.4K)
Filed 2026-10-07
D.A. Davidson & Co.
INCREASED
Shares25,926 from 20,092
Change+5,834 (+29%)
Value$2.7M (+$352.0K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares24,798 from 23,315
Change+1,483 (+6%)
Value$2.6M (-$138.5K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares24,712 from 17,165
Change+7,547 (+44%)
Value$2.6M (+$565.9K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares23,900 from 18,636
Change+5,264 (+28%)
Value$2.5M (+$311.3K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
INCREASED
Shares23,379 from 20,698
Change+2,681 (+13%)
Value$2.4M (+$18.2K)
Filed 2026-11-04
Ferguson Shapiro LLC
INCREASED
Shares22,541 from 17,617
Change+4,924 (+28%)
Value$2.3M (+$288.9K)
Filed 2026-10-16
Schorn Wealth LLC
DECREASED
Shares21,553 from 37,198
Change-15,645 (-42%)
Value$2.2M (-$2.1M)
Filed 2026-10-14
Global Wealth Strategies & Associates
INCREASED
Shares21,266 from 19,559
Change+1,707 (+9%)
Value$2.2M (-$68.3K)
Filed 2026-10-02
Snider Financial Group
INCREASED
Shares21,003 from 20,761
Change+242 (+1%)
Value$2.2M (-$234.9K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares20,420 from 19,065
Change+1,355 (+7%)
Value$2.1M (-$98.5K)
Filed 2026-10-30
McCollum Christoferson Group LLC
DECREASED
Shares19,910 from 20,521
Change-611 (-3%)
Value$2.1M (-$320.1K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares18,801 from 31,886
Change-13,085 (-41%)
Value$1.9M (-$1.8M)
Filed 2026-10-16
Bison Wealth, LLC
INCREASED
Shares18,755 from 15,677
Change+3,078 (+20%)
Value$1.9M (+$52.7K)
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares18,731 from 19,244
Change-513 (-3%)
Value$1.9M (-$294.0K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares18,120 from 18,469
Change-349 (-2%)
Value$1.9M (-$267.3K)
Filed 2026-11-05
Certified Advisory Corp
INCREASED
Shares17,985 from 16,059
Change+1,926 (+12%)
Value$1.9M (-$1.8K)
Filed 2026-10-29
American Institute for Advanced Investment Management, LLP
INCREASED
Shares17,798 from 17,428
Change+370 (+2%)
Value$1.8M (-$179.9K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares17,765 from 17,113
Change+652 (+4%)
Value$1.8M (-$146.8K)
Filed 2026-11-02
Cathy Pareto & Associates, Inc
DECREASED
Shares17,707 from 18,721
Change-1,014 (-5%)
Value$1.8M (-$339.3K)
Filed 2026-10-15
Symphony Financial, Ltd. Co.
INCREASED
Shares17,664 from 17,445
Change+219 (+1%)
Value$1.8M (-$200.5K)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares17,413 from 13,633
Change+3,780 (+28%)
Value$1.8M (+$220.4K)
Filed 2026-11-04
Cullen T Bankers, Inc.
NEW
Shares17,126
Change+17,126
Value$1.8M
Filed 2026-10-28
Heritage Family Offices, LLP
INCREASED
Shares16,987 from 13,348
Change+3,639 (+27%)
Value$1.8M (+$209.3K)
Filed 2026-11-02
Paragon Private Wealth Management, LLC
INCREASED
Shares16,547 from 11,782
Change+4,765 (+40%)
Value$1.7M (+$345.5K)
Filed 2026-10-20
Strategy Asset Managers LLC
DECREASED
Shares16,245 from 30,806
Change-14,561 (-47%)
Value$1.7M (-$1.9M)
Filed 2026-10-14
Moran Wealth Management, LLC
DECREASED
Shares15,852 from 20,257
Change-4,405 (-22%)
Value$1.6M (-$709.4K)
Filed 2026-10-22
Oppenheimer & Co Inc
DECREASED
Shares15,117 from 24,369
Change-9,252 (-38%)
Value$1.6M (-$1.3M)
Filed 2026-10-26
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares15,005 from 16,198
Change-1,193 (-7%)
Value$1.6M (-$326.2K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
INCREASED
Shares14,976 from 14,203
Change+773 (+5%)
Value$1.5K (-$98)
Filed 2026-10-27
Carlson Financial, Inc.
INCREASED
Shares14,165 from 14,097
Change+68 (+0%)
Value$1.5M (-$171.2K)
Filed 2026-11-05
Wealth Intelligence, LLC
INCREASED
Shares13,928 from 11,328
Change+2,600 (+23%)
Value$1.4M (+$127.2K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares13,811 from 8,410
Change+5,401 (+64%)
Value$1.4M (+$453.5K)
Filed 2026-10-23
LeConte Wealth Management, LLC
DECREASED
Shares13,109 from 13,342
Change-233 (-2%)
Value$1.4M (-$191.2K)
Filed 2026-10-20
VVR Holdings LLC
INCREASED
Shares12,916 from 11,879
Change+1,037 (+9%)
Value$1.3M (-$41.4K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares12,883 from 12,827
Change+56 (+0%)
Value$1.3M (-$154.8K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
DECREASED
Shares12,695 from 12,926
Change-231 (-2%)
Value$1.3M (-$185.7K)
Filed 2026-10-26
Asset One Wealth Management LLC
DECREASED
Shares12,541 from 13,024
Change-483 (-4%)
Value$1.3M (-$127.1K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares12,402 from 9,959
Change+2,443 (+25%)
Value$1.3M (+$128.0K)
Filed 2026-10-16
Private Wealth Partners, LLC
INCREASED
Shares12,000 from 10,000
Change+2,000 (+20%)
Value$1.2M (+$81.7K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
DECREASED
Shares11,080 from 11,950
Change-870 (-7%)
Value$1.1M (-$239.6K)
Filed 2026-10-22
Penobscot Wealth Management
INCREASED
Shares10,787 from 10,405
Change+382 (+4%)
Value$1.1M (-$90.7K)
Filed 2026-10-21
Eagle Strategies LLC
INCREASED
Shares10,745 from 10,610
Change+135 (+1%)
Value$1.1M (-$118.9K)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares10,740 from 12,030
Change-1,290 (-11%)
Value$1.1M (-$284.1K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares10,723 from 60,639
Change-49,916 (-82%)
Value$1.1M (-$5.9M)
Filed 2026-10-23
Shelton Wealth Management, LLC
INCREASED
Shares10,357 from 10,330
Change+27 (+0%)
Value$1.1M (-$126.5K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares10,037 from 10,149
Change-112 (-1%)
Value$1.0M (-$138.7K)
Filed 2026-10-14
Hoey Investments, Inc
DECREASED
Shares10,024 from 10,099
Change-75 (-1%)
Value$1.0M (-$134.2K)
Filed 2026-10-29
Stegent Equity Advisors, Inc.
DECREASED
Shares9,973 from 10,612
Change-639 (-6%)
Value$1.0M (-$199.0K)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares9,916 from 8,675
Change+1,241 (+14%)
Value$1.0M (+$19.8K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares9,859 from 8,687
Change+1,172 (+13%)
Value$1.0M (+$12.5K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares9,778 from 9,677
Change+101 (+1%)
Value$1.0M (-$110.7K)
Filed 2026-10-08
United Advisor Group, LLC
INCREASED
Shares9,652 from 8,584
Change+1,068 (+12%)
Value$998.6K (+$3.0K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares9,133 from 6,492
Change+2,641 (+41%)
Value$944.9K (+$191.9K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares9,129 from 7,677
Change+1,452 (+19%)
Value$944.5K (+$54.1K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares9,090 from 9,040
Change+50 (+1%)
Value$940.5K (-$108.0K)
Filed 2026-10-08
Intesa Sanpaolo Wealth Management
DECREASED
Shares8,616 from 11,636
Change-3,020 (-26%)
Value$891.4K (-$458.1K)
Filed 2026-10-28
Sterling Investment Counsel, LLC
DECREASED
Shares8,441 from 8,790
Change-349 (-4%)
Value$873.3K (-$146.2K)
Filed 2026-10-19
Accurate Wealth Management, LLC
INCREASED
Shares8,308 from 7,781
Change+527 (+7%)
Value$825.6K (-$65.0K)
Filed 2026-10-20
Wealth Management Partners, LLC
NEW
Shares7,728
Change+7,728
Value$799.5K
Filed 2026-10-21
Tucker Asset Management LLC
INCREASED
Shares7,590 from 6,946
Change+644 (+9%)
Value$785.3K (-$20.3K)
Filed 2026-10-29
Diversify Wealth Management, LLC
INCREASED
Shares7,376 from 5,114
Change+2,262 (+44%)
Value$711.5K (+$150.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares7,376 from 5,114
Change+2,262 (+44%)
Value$711.5K (+$150.1K)
Filed 2026-10-20
Atlas Private Wealth Advisors
DECREASED
Shares7,232 from 8,306
Change-1,074 (-13%)
Value$748.2K (-$215.1K)
Filed 2026-10-23
Boyce & Associates Wealth Consulting, Inc.
NEW
Shares7,095
Change+7,095
Value$734.0K
Filed 2026-10-14
Herbst Group, LLC
NEW
Shares7,000
Change+7,000
Value$724.2K
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares6,917 from 9,796
Change-2,879 (-29%)
Value$715.6K (-$420.5K)
Filed 2026-10-15
RM Financial Services, LLC
INCREASED
Shares6,916 from 6,643
Change+273 (+4%)
Value$715.5K (-$54.9K)
Filed 2026-11-03
KFG Wealth Management, LLC
INCREASED
Shares6,760 from 5,337
Change+1,423 (+27%)
Value$699.4K (+$80.5K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares6,759 from 10,828
Change-4,069 (-38%)
Value$699.3K (-$556.6K)
Filed 2026-10-28
Accel Wealth Management
INCREASED
Shares6,458 from 6,353
Change+105 (+2%)
Value$668.1K (-$68.8K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares6,446 from 6,790
Change-344 (-5%)
Value$666.9K (-$120.6K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
DECREASED
Shares6,406 from 6,624
Change-218 (-3%)
Value$662.8K (-$105.4K)
Filed 2026-10-13
JBR Co Financial Management Inc
DECREASED
Shares6,021 from 6,131
Change-110 (-2%)
Value$691.6K (-$19.4K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares5,982 from 5,199
Change+783 (+15%)
Value$618.9K (+$15.9K)
Filed 2026-10-19
Spinnaker Investment Group, LLC
DECREASED
Shares5,877 from 6,638
Change-761 (-11%)
Value$608.0K (-$161.8K)
Filed 2026-10-13
RDA Financial Network
INCREASED
Shares5,711 from 4,979
Change+732 (+15%)
Value$590.9K (+$13.4K)
Filed 2026-10-15
Sowell Financial Services LLC
DECREASED
Shares5,708 from 15,083
Change-9,375 (-62%)
Value$590.5K (-$1.2M)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
INCREASED
Shares5,611 from 5,444
Change+167 (+3%)
Value$580.5K (-$50.9K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares5,295 from 5,996
Change-701 (-12%)
Value$547.8K (-$147.6K)
Filed 2026-10-21
Flagstar Securities, Inc
INCREASED
Shares4,893 from 4,557
Change+336 (+7%)
Value$506.2K (-$22.4K)
Filed 2026-10-15
Delta Financial Advisors LLC
DECREASED
Shares4,886 from 6,338
Change-1,452 (-23%)
Value$505.5K (-$229.6K)
Filed 2026-10-27
Imc-Chicago, LLC
DECREASED
Shares4,872 from 15,482
Change-10,610 (-69%)
Value$504.1K (-$1.3M)
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares4,869 from 5,313
Change-444 (-8%)
Value$464.6K (-$99.3K)
Filed 2026-11-02
AGH Wealth Advisors, LLC
DECREASED
Shares4,708 from 11,532
Change-6,824 (-59%)
Value$487.1K (-$850.4K)
Filed 2026-10-26
USAdvisors Wealth Management, LLC
INCREASED
Shares4,683 from 3,668
Change+1,015 (+28%)
Value$484 (-$424.5K)
Filed 2026-10-21
Bauman Advisory Group, LLC
DECREASED
Shares4,674 from 6,906
Change-2,232 (-32%)
Value$483.5K (-$317.4K)
Filed 2026-10-29
Mirabaud & Cie SA
INCREASED
Shares4,650 from 3,150
Change+1,500 (+48%)
Value$481.1K (+$115.8K)
Filed 2026-10-27
Arwa LLC
DECREASED
Shares4,403 from 5,763
Change-1,360 (-24%)
Value$437.6K (-$165.6K)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
DECREASED
Shares4,365 from 9,625
Change-5,260 (-55%)
Value$451.6K (-$664.7K)
Filed 2026-11-03
Anson Capital, Inc.
INCREASED
Shares4,160 from 3,890
Change+270 (+7%)
Value$430.4K (-$20.8K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares3,990
Change+3,990
Value$412.8K
Filed 2026-11-03
Powell Investment Advisors, LLC
INCREASED
Shares3,988 from 3,968
Change+20 (+1%)
Value$412.5K (-$47.6K)
Filed 2026-10-22
Channing Global Advisors, LLC
UNCHANGED
Shares3,813 from 3,813
Change0 (0%)
Value$394.5K (-$47.7K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares3,804 from 4,741
Change-937 (-20%)
Value$349.3K (-$200.9K)
Filed 2026-11-04
Unique Wealth, LLC
UNCHANGED
Shares3,798 from 3,798
Change0 (0%)
Value$392.9K (-$47.6K)
Filed 2026-10-16
HBW Advisory Services LLC
INCREASED
Shares3,761 from 2,836
Change+925 (+33%)
Value$389.1K (+$60.2K)
Filed 2026-10-15
AdvisorNet Financial, Inc
DECREASED
Shares3,738 from 3,831
Change-93 (-2%)
Value$353.4K (-$90.9K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
DECREASED
Shares3,552 from 5,031
Change-1,479 (-29%)
Value$367.5K (-$216.0K)
Filed 2026-10-26
J. Safra Sarasin Holding AG
INCREASED
Shares3,539 from 3,147
Change+392 (+12%)
Value$366.1K (+$1.0K)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares3,536 from 3,489
Change+47 (+1%)
Value$365.8K (-$38.8K)
Filed 2026-10-13
Banque Pictet & CIE SA
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$362.1K (-$43.8K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
INCREASED
Shares3,356 from 3,295
Change+61 (+2%)
Value$347.2K (-$34.9K)
Filed 2026-10-21
Roman Butler Fullerton & Co
INCREASED
Shares3,262 from 2,813
Change+449 (+16%)
Value$304.4K (-$3.6K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED
Shares3,238 from 4,812
Change-1,574 (-33%)
Value$335.0K (-$227.8K)
Filed 2026-10-13
BIP Wealth, LLC
DECREASED
Shares3,237 from 3,980
Change-743 (-19%)
Value$334.9K (-$126.7K)
Filed 2026-10-22
Ignite Planners, LLC
INCREASED
Shares3,007 from 2,965
Change+42 (+1%)
Value$311.1K (-$32.8K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares2,959 from 4,921
Change-1,962 (-40%)
Value$306.1K (-$264.7K)
Filed 2026-10-30
Ironwood Financial, llc
INCREASED
Shares2,931 from 2,691
Change+240 (+9%)
Value$303.2K (+$8.6K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
INCREASED
Shares2,863 from 2,451
Change+412 (+17%)
Value$296.2K (+$11.9K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
DECREASED
Shares2,721 from 2,824
Change-103 (-4%)
Value$281.5K (-$46.0K)
Filed 2026-10-21
Uptick Partners, LLC
INCREASED
Shares2,716 from 2,461
Change+255 (+10%)
Value$281.0K (-$4.4K)
Filed 2026-11-04
SBI Securities Co., Ltd.
DECREASED
Shares2,690 from 3,076
Change-386 (-13%)
Value$278.3K (-$78.4K)
Filed 2026-10-22
Kraematon Investment Advisors, Inc
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$278.0K (-$33.6K)
Filed 2026-11-02
Center For Asset Management LLC
NEW
Shares2,609
Change+2,609
Value$269.9K
Filed 2026-10-16
Integrity Alliance, Llc.
DECREASED
Shares2,601 from 5,114
Change-2,513 (-49%)
Value$269.2K (-$324.0K)
Filed 2026-10-29
APS Management Group, Inc.
NEW
Shares2,580
Change+2,580
Value$267.0K
Filed 2026-10-14
Avantax Planning Partners, Inc.
INCREASED
Shares2,565 from 2,255
Change+310 (+14%)
Value$265.4K (+$3.8K)
Filed 2026-11-03
Frederick Financial Consultants, LLC
DECREASED
Shares2,565 from 2,569
Change-4 (0%)
Value$265.4K (-$32.6K)
Filed 2026-10-29
Beacon Financial Planning, Inc
DECREASED
Shares2,555 from 2,908
Change-353 (-12%)
Value$264.3K (-$72.9K)
Filed 2026-11-04
Compagnie Lombard Odier SCmA
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$262.8K (-$31.8K)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
DECREASED
Shares2,527 from 3,793
Change-1,266 (-33%)
Value$236.8K (-$182.1K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares2,434 from 2,434
Change0 (0%)
Value$251.8K (-$30.5K)
Filed 2026-10-13
Greenup Street Wealth Management LLC
DECREASED
Shares2,409 from 35,240
Change-32,831 (-93%)
Value$249.3K (-$3.8M)
Filed 2026-10-28
Intrua Financial, LLC
DECREASED
Shares2,330 from 2,378
Change-48 (-2%)
Value$241.0K (-$34.7K)
Filed 2026-10-28
Berman McAleer LLC
NEW
Shares2,310
Change+2,310
Value$239.0K
Filed 2026-10-16
Lauer Wealth, LLC
NEW
Shares2,300
Change+2,300
Value$235.5K
Filed 2026-10-13
Edge Wealth Management LLC
UNCHANGED
Shares2,281 from 2,281
Change0 (0%)
Value$236.3K (-$28.2K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares2,275 from 2,319
Change-44 (-2%)
Value$235.4K (-$33.5K)
Filed 2026-10-16
Finivi Inc.
DECREASED
Shares2,185 from 2,713
Change-528 (-19%)
Value$226.1K (-$88.6K)
Filed 2026-10-13
Goldenstone Wealth Management LLC
INCREASED
Shares2,149 from 1,917
Change+232 (+12%)
Value$222.3K (+$9)
Filed 2026-11-04
Fiduciary Financial Group, LLC
INCREASED
Shares2,058 from 1,993
Change+65 (+3%)
Value$212.9K (-$18.2K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares2,053 from 2,620
Change-567 (-22%)
Value$212.4K (-$91.5K)
Filed 2026-10-23
Verdence Capital Advisors LLC
DECREASED
Shares2,019 from 2,243
Change-224 (-10%)
Value$208.9K (-$51.3K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
DECREASED
Shares1,977 from 2,015
Change-38 (-2%)
Value$204.5K (-$29.2K)
Filed 2026-10-29
True Private Wealth Advisors
NEW
Shares1,958
Change+1,958
Value$202.6K
Filed 2026-10-19
Vestia Personal Wealth Advisors
DECREASED
Shares1,947 from 4,652
Change-2,705 (-58%)
Value$201.4K (-$338.1K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$200.6K (-$24.3K)
Filed 2026-10-05
Provident Wealth Management, LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$198.6K (-$24.0K)
Filed 2026-10-20
Castle Rock Wealth Management, LLC
INCREASED
Shares1,855 from 1,849
Change+6 (+0%)
Value$203.0K (-$9.4K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
DECREASED
Shares1,717 from 3,817
Change-2,100 (-55%)
Value$177.7K (-$265.1K)
Filed 2026-11-04
GK Wealth Management LLC
DECREASED
Shares1,527 from 2,166
Change-639 (-29%)
Value$158.0K (-$93.2K)
Filed 2026-10-09
Adirondack Trust Co
DECREASED
Shares1,480 from 1,711
Change-231 (-13%)
Value$153.1K (-$45.3K)
Filed 2026-10-14
Noble Wealth Management PBC
DECREASED
Shares1,343 from 1,460
Change-117 (-8%)
Value$138.9K (-$30.4K)
Filed 2026-10-01
WPG Advisers, LLC
DECREASED
Shares1,209 from 1,436
Change-227 (-16%)
Value$125.1K (-$41.5K)
Filed 2026-10-27
Transce3nd, LLC
NEW
Shares1,123
Change+1,123
Value$105.9K
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares1,085 from 1,015
Change+70 (+7%)
Value$112.3K (-$5.5K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares1,070 from 851
Change+219 (+26%)
Value$110.7K (+$12.0K)
Filed 2026-10-20
Pioneer Family Office, LLC
DECREASED
Shares1,020 from 1,860
Change-840 (-45%)
Value$105.5K (-$110.2K)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$95.4K (-$11.5K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares910 from 64
Change+846 (+1322%)
Value$94.1K (+$86.7K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares900 from 1,567
Change-667 (-43%)
Value$93.1K (-$88.6K)
Filed 2026-10-15
Polaris Financial Partners
NEW
Shares876
Change+876
Value$91
Filed 2026-10-02
Reap Financial Group, LLC
NEW
Shares848
Change+848
Value$87.7K
Filed 2026-11-02
Markowski Investments
INCREASED
Shares832 from 647
Change+185 (+29%)
Value$86.0K (+$11.0K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares816 from 716
Change+100 (+14%)
Value$84.5K (+$1.4K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
INCREASED
Shares811 from 598
Change+213 (+36%)
Value$83.9K (+$14.6K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares781 from 681
Change+100 (+15%)
Value$80.2K (+$2.1K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares776 from 692
Change+84 (+12%)
Value$80.3K (+$27)
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$78.2K (-$9.5K)
Filed 2026-11-02
Chung Wu Investment Group, LLC
DECREASED
Shares730 from 1,230
Change-500 (-41%)
Value$75.5K (-$67.1K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares706
Change+706
Value$73.0K
Filed 2026-10-27
Rossmore Private Capital
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$69.3K (-$8.4K)
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares526 from 1,170
Change-644 (-55%)
Value$54.4K (-$81.3K)
Filed 2026-10-30
Arlington Trust Co LLC
INCREASED
Shares480 from 280
Change+200 (+71%)
Value$49.7K (+$17.2K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$48.6K (-$5.9K)
Filed 2026-11-05
EPG Wealth Management LLC
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$48.5K (-$5.9K)
Filed 2026-11-03
Nfsg Corp
DECREASED
Shares454 from 559
Change-105 (-19%)
Value$47.0K (-$17.9K)
Filed 2026-10-15
Y.D. More Investments Ltd
INCREASED
Shares418 from 338
Change+80 (+24%)
Value$43.2K (+$4.0K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares389 from 380
Change+9 (+2%)
Value$40.3K (-$3.8K)
Filed 2026-11-03
Advantage Trust Co
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$38.3K (-$4.6K)
Filed 2026-10-19
Signaturefd, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$37.0K (-$4.5K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED
Shares350 from 1,250
Change-900 (-72%)
Value$36.2K (-$108.8K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares300 from 381
Change-81 (-21%)
Value$31.0K (-$13.3K)
Filed 2026-10-14
First Premier Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$31 (-$4)
Filed 2026-10-13
Westside Investment Management, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$31.0K (-$3.8K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares295
Change+295
Value$30.6K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares276
Change+276
Value$28.6K
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$27.0K (-$3.3K)
Filed 2026-10-23
Manchester Capital Management LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$25.3K (-$3.1K)
Filed 2026-10-22
Caldwell Trust Co
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$21.1K (-$2.6K)
Filed 2026-10-30
Costello Asset Management, Inc
NEW
Shares200
Change+200
Value$20.7K
Filed 2026-10-30
Blue Trust, Inc.
INCREASED
Shares174 from 117
Change+57 (+49%)
Value$18.0K (+$4.4K)
Filed 2026-10-15
Avion Wealth
INCREASED
Shares165 from 65
Change+100 (+154%)
Value$17 (+$10)
Filed 2026-11-04
Activest Wealth Management
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$15.9K (-$1.9K)
Filed 2026-10-15
Centerpoint Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$16 (-$1)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares147 from 128
Change+19 (+15%)
Value$15.2K (+$363)
Filed 2026-10-09
North Star Investment Management Corp.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$15.0K (-$1.8K)
Filed 2026-10-27
Whipplewood Advisors, LLC
DECREASED
Shares140 from 499
Change-359 (-72%)
Value$14.5K (-$43.4K)
Filed 2026-10-20
Biltmore Family Office, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$13.7K (-$1.7K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares117 from 80
Change+37 (+46%)
Value$12.1K (+$2.8K)
Filed 2026-11-04
Eukles Asset Management
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$11.8K (-$1.4K)
Filed 2026-11-04
SJS Investment Consulting Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$11.4K (-$1.4K)
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares107
Change+107
Value$11.1K
Filed 2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$11.1K (-$1.3K)
Filed 2026-10-23
Yankcom Partnership
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$10.6K (-$1.3K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.3K (-$1.3K)
Filed 2026-11-05
Capital Investment Counsel, Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$9.8K (-$1.2K)
Filed 2026-10-20
Networth Advisors, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$9.8K (-$1.2K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
NEW
Shares89
Change+89
Value$9.2K
Filed 2026-10-30
Register Financial Advisors LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$8.5K (-$1.0K)
Filed 2026-10-23
NorthAvenue LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$6.9K (-$839)
Filed 2026-10-29
IFS Advisors, LLC
NEW
Shares66
Change+66
Value$6.8K
Filed 2026-10-14
Financial Consulate, Inc
DECREASED
Shares62 from 73
Change-11 (-15%)
Value$6.4K (-$2.1K)
Filed 2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$6.3K (-$764)
Filed 2026-10-30
Torren Management, LLC
NEW
Shares55
Change+55
Value$5.7K
Filed 2026-10-29
Gilpin Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.2K (-$626)
Filed 2026-10-09
Bare Financial Services, Inc
NEW
Shares44
Change+44
Value$4.6K
Filed 2026-11-04
Kelleher Financial Advisors
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$4.4K (-$539)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares40
Change+40
Value$4.1K
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.7K (-$450)
Filed 2026-11-02
RHL Group, LLC
INCREASED
Shares35 from 30
Change+5 (+17%)
Value$3.6K (+$98)
Filed 2026-11-04
Summer Road LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.2K (-$385)
Filed 2026-11-05
New England Capital Financial Advisors LLC
NEW
Shares30
Change+30
Value$3.1K
Filed 2026-11-03
Oakworth Capital, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.7K (-$297)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.2K (-$263)
Filed 2026-10-23
High Point Wealth Management, LLC
NEW
Shares20
Change+20
Value$2.1K
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.1K (-$250)
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares19
Change+19
Value$2.0K
Filed 2026-11-03
Bangor Savings Bank
DECREASED
Shares18 from 285
Change-267 (-94%)
Value$1.9K (-$31.2K)
Filed 2026-10-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.8K (-$211)
Filed 2026-10-28
Evolution Wealth Management Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.7K (-$201)
Filed 2026-10-28
William Mack & Associates, Inc.
NEW
Shares14
Change+14
Value$1.4K
Filed 2026-10-27
Archer Investment Corp
NEW
Shares14
Change+14
Value$1.4K
Filed 2026-11-05
St. Johns Investment Management Company, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.4K (-$176)
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.4K (-$176)
Filed 2026-10-14
Fairscale Capital, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.2K (-$315)
Filed 2026-11-04
Trust Co
NEW
Shares12
Change+12
Value$1.2K
Filed 2026-10-09
Bear Mountain Capital, Inc.
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$903 (+$346)
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.0K (-$125)
Filed 2026-10-02
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1 ($0)
Filed 2026-10-14
American Capital Advisory, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$828 (-$100)
Filed 2026-10-28
SYM Financial Corp
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$724 (-$88)
Filed 2026-10-26
Wilkerson Advisory Group LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$724 (-$88)
Filed 2026-10-20
DeDora Capital, Inc.
NEW
Shares6
Change+6
Value$621
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$517 (-$63)
Filed 2026-10-20
Kingdom Financial Group Llc.
NEW
Shares3
Change+3
Value$310
Filed 2026-11-04
Miller Wealth Advisors, LLC
NEW
Shares3
Change+3
Value$292
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares3
Change+3
Value$311
Filed 2026-10-27
Signature Resources Capital Management, LLC
NEW
Shares2
Change+2
Value$207
Filed 2026-10-16
Sage Private Wealth Group, LLC
CLOSED
Shares0 from 108,925
Change-108,925 (-100%)
Value$0 (-$12.6M)
Filed 2026-10-21
Madrid Financial Services
CLOSED
Shares0 from 67,263
Change-67,263 (-100%)
Value$0 (-$7.8M)
Filed 2026-11-03
Clarus Wealth Advisors
CLOSED
Shares0 from 14,924
Change-14,924 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 13,348
Change-13,348 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-27
Prevail Innovative Wealth Advisors, LLC
CLOSED
Shares0 from 8,979
Change-8,979 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-20
Avalon Capital Management
CLOSED
Shares0 from 7,467
Change-7,467 (-100%)
Value$0 (-$866.0K)
Filed 2026-11-04
Global View Capital Management LLC
CLOSED
Shares0 from 5,263
Change-5,263 (-100%)
Value$0 (-$610.4K)
Filed 2026-10-28
Riggs Asset Managment Co. Inc.
CLOSED
Shares0 from 5,154
Change-5,154 (-100%)
Value$0 (-$597.8K)
Filed 2026-11-05
Rubicon Advisors, GP
CLOSED
Shares0 from 4,331
Change-4,331 (-100%)
Value$0 (-$502.3K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 4,022
Change-4,022 (-100%)
Value$0 (-$448.1K)
Filed 2026-10-27
Sheets Smith Wealth Management
CLOSED
Shares0 from 3,978
Change-3,978 (-100%)
Value$0 (-$461.4K)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 2,658
Change-2,658 (-100%)
Value$0 (-$308.3K)
Filed 2026-10-16
Keystone Wealth Services, LLC
CLOSED
Shares0 from 2,478
Change-2,478 (-100%)
Value$0 (-$287.4K)
Filed 2026-11-03
Security National Bank
CLOSED
Shares0 from 2,418
Change-2,418 (-100%)
Value$0 (-$280.4K)
Filed 2026-10-26
Simplex Trading, LLC
CLOSED
Shares0 from 2,401
Change-2,401 (-100%)
Value$0 (-$278.5K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 2,377
Change-2,377 (-100%)
Value$0 (-$275.7K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 2,153
Change-2,153 (-100%)
Value$0 (-$249.7K)
Filed 2026-11-03
Aire Advisors, LLC
CLOSED
Shares0 from 2,115
Change-2,115 (-100%)
Value$0 (-$245.3K)
Filed 2026-10-22
Vontobel Holding Ltd.
CLOSED
Shares0 from 2,104
Change-2,104 (-100%)
Value$0 (-$244.0K)
Filed 2026-10-16
Focus Financial Network, Inc.
CLOSED
Shares0 from 2,047
Change-2,047 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-14
PW Nova Financial Services LLC
CLOSED
Shares0 from 2,018
Change-2,018 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-15
Citizens Financial Group Inc
CLOSED
Shares0 from 1,993
Change-1,993 (-100%)
Value$0 (-$231.1K)
Filed 2026-10-23
Procyon Advisors, LLC
CLOSED
Shares0 from 1,913
Change-1,913 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
CLOSED
Shares0 from 1,850
Change-1,850 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-19
Fusion Capital, LLC
CLOSED
Shares0 from 1,806
Change-1,806 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-28
Traynor Capital Management, Inc.
CLOSED
Shares0 from 1,761
Change-1,761 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 685
Change-685 (-100%)
Value$0 (-$78.7K)
Filed 2026-11-02
Angeles Wealth Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$46.4K)
Filed 2026-10-26
Mather Group, Llc.
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$31.9K)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-05
Abound Wealth Management
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$13.5K)
Filed 2026-10-26
Global Trust Asset Management, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-19
Atlatl Advisers LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-22
Asset Dedication, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-13
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-23
LPL Financial LLC
N/A
Shares— from 2,371,975
Change-2,371,975 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,312,743
Change-1,312,743 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,182,517
Change-1,182,517 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 650,512
Change-650,512 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 589,544
Change-589,544 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 516,587
Change-516,587 (-100%)
Value—
UBS Group AG
N/A
Shares— from 412,839
Change-412,839 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 406,491
Change-406,491 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 307,328
Change-307,328 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 303,036
Change-303,036 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 291,645
Change-291,645 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 235,399
Change-235,399 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 218,749
Change-218,749 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 210,398
Change-210,398 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 153,659
Change-153,659 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 134,961
Change-134,961 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 134,109
Change-134,109 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 117,089
Change-117,089 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 96,469
Change-96,469 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 94,386
Change-94,386 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 90,191
Change-90,191 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 89,302
Change-89,302 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 78,894
Change-78,894 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 73,329
Change-73,329 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 69,844
Change-69,844 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 67,074
Change-67,074 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 66,995
Change-66,995 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 59,185
Change-59,185 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 58,529
Change-58,529 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 58,281
Change-58,281 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 55,672
Change-55,672 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 55,549
Change-55,549 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 55,284
Change-55,284 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 54,901
Change-54,901 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 47,799
Change-47,799 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 47,351
Change-47,351 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 46,721
Change-46,721 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 46,490
Change-46,490 (-100%)
Value—
EFG International AG
N/A
Shares— from 38,860
Change-38,860 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,389
Change-37,389 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,072
Change-37,072 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 35,254
Change-35,254 (-100%)
Value—
&partners
N/A
Shares— from 34,577
Change-34,577 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 33,994
Change-33,994 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 32,945
Change-32,945 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 31,482
Change-31,482 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 29,838
Change-29,838 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 28,964
Change-28,964 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 28,169
Change-28,169 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 28,051
Change-28,051 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 26,928
Change-26,928 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 26,873
Change-26,873 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 26,291
Change-26,291 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 26,240
Change-26,240 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,933
Change-25,933 (-100%)
Value—
Barclays PLC
N/A
Shares— from 25,145
Change-25,145 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 24,937
Change-24,937 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,274
Change-24,274 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 22,810
Change-22,810 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 22,269
Change-22,269 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 20,836
Change-20,836 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 18,455
Change-18,455 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 18,449
Change-18,449 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,651
Change-17,651 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 15,894
Change-15,894 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 15,253
Change-15,253 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 14,787
Change-14,787 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 14,623
Change-14,623 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 14,307
Change-14,307 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 13,856
Change-13,856 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,698
Change-13,698 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 13,554
Change-13,554 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,488
Change-13,488 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 13,111
Change-13,111 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 12,970
Change-12,970 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,871
Change-12,871 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 12,847
Change-12,847 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 12,823
Change-12,823 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 12,420
Change-12,420 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 12,266
Change-12,266 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 11,921
Change-11,921 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 11,413
Change-11,413 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,127
Change-11,127 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 10,907
Change-10,907 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,482
Change-10,482 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,092
Change-10,092 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 9,901
Change-9,901 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 9,819
Change-9,819 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,203
Change-9,203 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,708
Change-8,708 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,915
Change-7,915 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,869
Change-7,869 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,251
Change-7,251 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,244
Change-7,244 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 7,234
Change-7,234 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,087
Change-7,087 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 6,903
Change-6,903 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,012
Change-6,012 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 5,397
Change-5,397 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,648
Change-4,648 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Stephen J. Garry & Associates, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Motco
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 527
Change-527 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 483
Change-483 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 350
Change-350 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 289
Change-289 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Central Trust Co
N/A
Shares— from 233
Change-233 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 230
Change-230 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 197
Change-197 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 120
Change-120 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 112
Change-112 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 106
Change-106 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
NCP Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 70
Change-70 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 50
Change-50 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 42
Change-42 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3
Change-3 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED225,084280,283-55,199-20%$32.5M$23.3M-$9.2M2026-11-02
StoneX Group Inc.
DECREASED170,135177,349-7,214-4%$20.6M$17.6M-$3.0M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED153,181143,460+9,721+7%$16.6M$15.8K-$16.6M2026-11-02
Assetmark, Inc
INCREASED122,58697,335+25,251+26%$11.3M$12.7M+$1.4M2026-10-21
Prism Advisors, Inc.
INCREASED118,23978,730+39,509+50%$9.1M$12.1M+$3.0M2026-10-09
Rockport Wealth LLC
DECREASED103,199128,374-25,175-20%$14.9M$10.7M-$4.2M2026-11-03
KCM Investment Advisors LLC
DECREASED92,97393,878-905-1%$10.9M$9.6M-$1.3M2026-10-27
Consolidated Capital Management, LLC
INCREASED88,61686,309+2,307+3%$10.0M$9.2M-$841.9K2026-10-13
Thrivent Financial for Lutherans
DECREASED81,595106,311-24,716-23%$12.3M$8.4K-$12.3M2026-11-05
Destiny Wealth Partners, LLC
INCREASED76,97761,542+15,435+25%$6.6M$6.9M+$326.5K2026-11-05
McGuire Investment Group, LLC
INCREASED71,70370,531+1,172+2%$8.2M$7.4M-$761.8K2026-10-23
Kozak & Associates, Inc.
INCREASED71,50367,229+4,274+6%$7.7M$6.9M-$859.0K2026-10-29
IFP Advisors, Inc
INCREASED69,16768,779+388+1%$8.0M$7.2M-$821.0K2026-10-16
Stonebridge Financial Group, LLC
INCREASED63,73758,256+5,481+9%$6.8M$6.6M-$162.3K2026-10-01
TD Private Client Wealth LLC
INCREASED63,10856,506+6,602+12%$6.6M$6.5M-$24.4K2026-10-28
Capital Investment Advisors, LLC
INCREASED63,04362,875+168+0%$7.3M$6.5M-$769.9K2026-10-22
United Capital Management of KS, Inc.
NEW52,316—+52,316——$5.4M—2026-11-04
Bayshore Capital Advisors, LLC
INCREASED49,55012,941+36,609+283%$1.5M$5.1M+$3.6M2026-11-02
CX Institutional
INCREASED49,06735,021+14,046+40%$4.1K$5.1K+$1.0K2026-10-02
Park Avenue Securities LLC
INCREASED48,34631,039+17,307+56%$3.6M$5.0K-$3.6M2026-10-26
Tepp RIA, LLC
INCREASED45,56637,666+7,900+21%$4.4M$4.7M+$345.8K2026-10-14
Quadcap Wealth Management, LLC
INCREASED45,29243,650+1,642+4%$5.1M$4.7M-$376.7K2026-11-02
Belvedere Trading LLC
NEW45,191—+45,191——$4.7M—2026-11-05
MinichMacGregor Wealth Management, LLC
INCREASED41,16529,013+12,152+42%$3.4M$4.3M+$894.0K2026-10-14
Truist Financial Corp
INCREASED41,08236,864+4,218+11%$4.3M$4.3M-$25.2K2026-10-30
Kestra Advisory Services, LLC
INCREASED39,84433,922+5,922+17%$3.9M$4.1M+$187.9K2026-11-02
Bucket List Wealth Management, LLC
INCREASED39,02236,346+2,676+7%$4.2M$4.0M-$178.2K2026-10-22
StoneCrest Wealth Management, Inc.
DECREASED38,38938,626-237-1%$4.5M$4.0M-$508.1K2026-11-03
GoalVest Advisory LLC
INCREASED36,0615,874+30,187+514%$681.3K$778.5K+$97.2K2026-10-02
Paller Financial Services Inc
INCREASED35,59733,184+2,413+7%$3.8M$3.7M-$165.8K2026-10-13
Moneco Advisors, LLC
INCREASED34,91033,596+1,314+4%$3.9M$3.6M-$284.7K2026-11-05
Evolution Wealth Advisors, LLC
DECREASED33,61053,039-19,429-37%$6.2M$3.5M-$2.7M2026-11-03
Sterling Investment Advisors, Ltd.
INCREASED31,10829,459+1,649+6%$3.4M$3.2M-$198.2K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED30,36629,641+725+2%$3.4M$3.1M-$283.8K2026-10-13
Wedbush Securities Inc
INCREASED28,73526,468+2,267+9%$3.1M$3.0K-$3.1M2026-10-22
Steele Capital Management, Inc.
DECREASED28,36939,485-11,116-28%$4.6M$2.9M-$1.6M2026-11-02
Pettinga Financial Advisors LLC
DECREASED28,05329,185-1,132-4%$3.4M$2.9M-$482.5K2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED27,1746,189+20,985+339%$717.8K$2.8M+$2.1M2026-10-16
Echo45 Advisors LLC
INCREASED27,02425,223+1,801+7%$2.9M$2.8M-$129.4K2026-10-07
D.A. Davidson & Co.
INCREASED25,92620,092+5,834+29%$2.3M$2.7M+$352.0K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED24,79823,315+1,483+6%$2.7M$2.6M-$138.5K2026-11-05
Brookstone Capital Management
INCREASED24,71217,165+7,547+44%$2.0M$2.6M+$565.9K2026-10-22
Atria Investments, Inc
INCREASED23,90018,636+5,264+28%$2.2M$2.5M+$311.3K2026-10-15
Cornerstone Wealth Management, LLC
INCREASED23,37920,698+2,681+13%$2.4M$2.4M+$18.2K2026-11-04
Ferguson Shapiro LLC
INCREASED22,54117,617+4,924+28%$2.0M$2.3M+$288.9K2026-10-16
Schorn Wealth LLC
DECREASED21,55337,198-15,645-42%$4.3M$2.2M-$2.1M2026-10-14
Global Wealth Strategies & Associates
INCREASED21,26619,559+1,707+9%$2.3M$2.2M-$68.3K2026-10-02
Snider Financial Group
INCREASED21,00320,761+242+1%$2.4M$2.2M-$234.9K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED20,42019,065+1,355+7%$2.2M$2.1M-$98.5K2026-10-30
McCollum Christoferson Group LLC
DECREASED19,91020,521-611-3%$2.4M$2.1M-$320.1K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED18,80131,886-13,085-41%$3.7M$1.9M-$1.8M2026-10-16
Bison Wealth, LLC
INCREASED18,75515,677+3,078+20%$1.8M$1.9M+$52.7K2026-10-13
Smart Wealth LLC
DECREASED18,73119,244-513-3%$2.2M$1.9M-$294.0K2026-11-04
Larson Financial Group LLC
DECREASED18,12018,469-349-2%$2.1M$1.9M-$267.3K2026-11-05
Certified Advisory Corp
INCREASED17,98516,059+1,926+12%$1.9M$1.9M-$1.8K2026-10-29
American Institute for Advanced Investment Management, LLP
INCREASED17,79817,428+370+2%$2.0M$1.8M-$179.9K2026-11-03
Creative Planning
INCREASED17,76517,113+652+4%$2.0M$1.8M-$146.8K2026-11-02
Cathy Pareto & Associates, Inc
DECREASED17,70718,721-1,014-5%$2.2M$1.8M-$339.3K2026-10-15
Symphony Financial, Ltd. Co.
INCREASED17,66417,445+219+1%$2.0M$1.8M-$200.5K2026-10-22
Citigroup Inc
INCREASED17,41313,633+3,780+28%$1.6M$1.8M+$220.4K2026-11-04
Cullen T Bankers, Inc.
NEW17,126—+17,126——$1.8M—2026-10-28
Heritage Family Offices, LLP
INCREASED16,98713,348+3,639+27%$1.5M$1.8M+$209.3K2026-11-02
Paragon Private Wealth Management, LLC
INCREASED16,54711,782+4,765+40%$1.4M$1.7M+$345.5K2026-10-20
Strategy Asset Managers LLC
DECREASED16,24530,806-14,561-47%$3.6M$1.7M-$1.9M2026-10-14
Moran Wealth Management, LLC
DECREASED15,85220,257-4,405-22%$2.3M$1.6M-$709.4K2026-10-22
Oppenheimer & Co Inc
DECREASED15,11724,369-9,252-38%$2.8M$1.6M-$1.3M2026-10-26
Walser Wealth Management Company, A Ltd Liability Co
DECREASED15,00516,198-1,193-7%$1.9M$1.6M-$326.2K2026-10-15
Capital Advisors, Ltd. LLC
INCREASED14,97614,203+773+5%$1.6K$1.5K-$982026-10-27
Carlson Financial, Inc.
INCREASED14,16514,097+68+0%$1.6M$1.5M-$171.2K2026-11-05
Wealth Intelligence, LLC
INCREASED13,92811,328+2,600+23%$1.3M$1.4M+$127.2K2026-10-16
Sigma Planning Corp
INCREASED13,8118,410+5,401+64%$975.4K$1.4M+$453.5K2026-10-23
LeConte Wealth Management, LLC
DECREASED13,10913,342-233-2%$1.5M$1.4M-$191.2K2026-10-20
VVR Holdings LLC
INCREASED12,91611,879+1,037+9%$1.4M$1.3M-$41.4K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED12,88312,827+56+0%$1.5M$1.3M-$154.8K2026-10-30
Flagship Harbor Advisors, LLC
DECREASED12,69512,926-231-2%$1.5M$1.3M-$185.7K2026-10-26
Asset One Wealth Management LLC
DECREASED12,54113,024-483-4%$1.4M$1.3M-$127.1K2026-11-02
PFG Advisors
INCREASED12,4029,959+2,443+25%$1.2M$1.3M+$128.0K2026-10-16
Private Wealth Partners, LLC
INCREASED12,00010,000+2,000+20%$1.2M$1.2M+$81.7K2026-10-22
Beaumont Financial Advisors, LLC
DECREASED11,08011,950-870-7%$1.4M$1.1M-$239.6K2026-10-22
Penobscot Wealth Management
INCREASED10,78710,405+382+4%$1.2M$1.1M-$90.7K2026-10-21
Eagle Strategies LLC
INCREASED10,74510,610+135+1%$1.2M$1.1M-$118.9K2026-10-16
Mirae Asset Global Investments Co., Ltd.
DECREASED10,74012,030-1,290-11%$1.4M$1.1M-$284.1K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED10,72360,639-49,916-82%$7.0M$1.1M-$5.9M2026-10-23
Shelton Wealth Management, LLC
INCREASED10,35710,330+27+0%$1.2M$1.1M-$126.5K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED10,03710,149-112-1%$1.2M$1.0M-$138.7K2026-10-14
Hoey Investments, Inc
DECREASED10,02410,099-75-1%$1.2M$1.0M-$134.2K2026-10-29
Stegent Equity Advisors, Inc.
DECREASED9,97310,612-639-6%$1.2M$1.0M-$199.0K2026-10-13
Triumph Capital Management
INCREASED9,9168,675+1,241+14%$1.0M$1.0M+$19.8K2026-10-14
RFG Advisory, LLC
INCREASED9,8598,687+1,172+13%$1.0M$1.0M+$12.5K2026-11-03
First Heartland Consultants, Inc.
INCREASED9,7789,677+101+1%$1.1M$1.0M-$110.7K2026-10-08
United Advisor Group, LLC
INCREASED9,6528,584+1,068+12%$995.6K$998.6K+$3.0K2026-11-03
Compound Planning, Inc.
INCREASED9,1336,492+2,641+41%$753.0K$944.9K+$191.9K2026-11-05
Apollon Wealth Management, LLC
INCREASED9,1297,677+1,452+19%$890.3K$944.5K+$54.1K2026-10-23
CoreCap Advisors, LLC
INCREASED9,0909,040+50+1%$1.0M$940.5K-$108.0K2026-10-08
Intesa Sanpaolo Wealth Management
DECREASED8,61611,636-3,020-26%$1.3M$891.4K-$458.1K2026-10-28
Sterling Investment Counsel, LLC
DECREASED8,4418,790-349-4%$1.0M$873.3K-$146.2K2026-10-19
Accurate Wealth Management, LLC
INCREASED8,3087,781+527+7%$890.6K$825.6K-$65.0K2026-10-20
Wealth Management Partners, LLC
NEW7,728—+7,728——$799.5K—2026-10-21
Tucker Asset Management LLC
INCREASED7,5906,946+644+9%$805.6K$785.3K-$20.3K2026-10-29
Diversify Wealth Management, LLC
INCREASED7,3765,114+2,262+44%$561.4K$711.5K+$150.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED7,3765,114+2,262+44%$561.4K$711.5K+$150.1K2026-10-20
Atlas Private Wealth Advisors
DECREASED7,2328,306-1,074-13%$963.3K$748.2K-$215.1K2026-10-23
Boyce & Associates Wealth Consulting, Inc.
NEW7,095—+7,095——$734.0K—2026-10-14
Herbst Group, LLC
NEW7,000—+7,000——$724.2K—2026-10-20
Mission Wealth Management, LP
DECREASED6,9179,796-2,879-29%$1.1M$715.6K-$420.5K2026-10-15
RM Financial Services, LLC
INCREASED6,9166,643+273+4%$770.5K$715.5K-$54.9K2026-11-03
KFG Wealth Management, LLC
INCREASED6,7605,337+1,423+27%$618.9K$699.4K+$80.5K2026-10-16
MGO One Seven LLC
DECREASED6,75910,828-4,069-38%$1.3M$699.3K-$556.6K2026-10-28
Accel Wealth Management
INCREASED6,4586,353+105+2%$736.9K$668.1K-$68.8K2026-10-13
Farther Finance Advisors, LLC
DECREASED6,4466,790-344-5%$787.5K$666.9K-$120.6K2026-10-08
Dynamic Advisor Solutions LLC
DECREASED6,4066,624-218-3%$768.2K$662.8K-$105.4K2026-10-13
JBR Co Financial Management Inc
DECREASED6,0216,131-110-2%$711.1K$691.6K-$19.4K2026-10-13
Retirement Planning Group, LLC
INCREASED5,9825,199+783+15%$603.0K$618.9K+$15.9K2026-10-19
Spinnaker Investment Group, LLC
DECREASED5,8776,638-761-11%$769.9K$608.0K-$161.8K2026-10-13
RDA Financial Network
INCREASED5,7114,979+732+15%$577.5K$590.9K+$13.4K2026-10-15
Sowell Financial Services LLC
DECREASED5,70815,083-9,375-62%$1.7M$590.5K-$1.2M2026-10-23
Brady Martz Wealth Solutions, LLC
INCREASED5,6115,444+167+3%$631.4K$580.5K-$50.9K2026-11-05
Wealthcare Advisory Partners LLC
DECREASED5,2955,996-701-12%$695.4K$547.8K-$147.6K2026-10-21
Flagstar Securities, Inc
INCREASED4,8934,557+336+7%$528.6K$506.2K-$22.4K2026-10-15
Delta Financial Advisors LLC
DECREASED4,8866,338-1,452-23%$735.1K$505.5K-$229.6K2026-10-27
Imc-Chicago, LLC
DECREASED4,87215,482-10,610-69%$1.8M$504.1K-$1.3M2026-11-05
Sovran Advisors, LLC
DECREASED4,8695,313-444-8%$563.9K$464.6K-$99.3K2026-11-02
AGH Wealth Advisors, LLC
DECREASED4,70811,532-6,824-59%$1.3M$487.1K-$850.4K2026-10-26
USAdvisors Wealth Management, LLC
INCREASED4,6833,668+1,015+28%$425.0K$484-$424.5K2026-10-21
Bauman Advisory Group, LLC
DECREASED4,6746,906-2,232-32%$800.9K$483.5K-$317.4K2026-10-29
Mirabaud & Cie SA
INCREASED4,6503,150+1,500+48%$365.3K$481.1K+$115.8K2026-10-27
Arwa LLC
DECREASED4,4035,763-1,360-24%$603.3K$437.6K-$165.6K2026-10-21
Flagship Wealth Advisors, LLC
DECREASED4,3659,625-5,260-55%$1.1M$451.6K-$664.7K2026-11-03
Anson Capital, Inc.
INCREASED4,1603,890+270+7%$451.2K$430.4K-$20.8K2026-10-23
Ascentis Independent Advisors
NEW3,990—+3,990——$412.8K—2026-11-03
Powell Investment Advisors, LLC
INCREASED3,9883,968+20+1%$460.2K$412.5K-$47.6K2026-10-22
Channing Global Advisors, LLC
UNCHANGED3,8133,81300%$442.2K$394.5K-$47.7K2026-11-03
Prospera Financial Services Inc
DECREASED3,8044,741-937-20%$550.2K$349.3K-$200.9K2026-11-04
Unique Wealth, LLC
UNCHANGED3,7983,79800%$440.5K$392.9K-$47.6K2026-10-16
HBW Advisory Services LLC
INCREASED3,7612,836+925+33%$328.9K$389.1K+$60.2K2026-10-15
AdvisorNet Financial, Inc
DECREASED3,7383,831-93-2%$444.3K$353.4K-$90.9K2026-10-15
High Net Worth Advisory Group LLC
DECREASED3,5525,031-1,479-29%$583.5K$367.5K-$216.0K2026-10-26
J. Safra Sarasin Holding AG
INCREASED3,5393,147+392+12%$365.1K$366.1K+$1.0K2026-10-26
Independent Financial Group, LLC
INCREASED3,5363,489+47+1%$404.7K$365.8K-$38.8K2026-10-13
Banque Pictet & CIE SA
UNCHANGED3,5003,50000%$405.9K$362.1K-$43.8K2026-10-16
SeaCrest Wealth Management, LLC
INCREASED3,3563,295+61+2%$382.2K$347.2K-$34.9K2026-10-21
Roman Butler Fullerton & Co
INCREASED3,2622,813+449+16%$307.9K$304.4K-$3.6K2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED3,2384,812-1,574-33%$562.8K$335.0K-$227.8K2026-10-13
BIP Wealth, LLC
DECREASED3,2373,980-743-19%$461.6K$334.9K-$126.7K2026-10-22
Ignite Planners, LLC
INCREASED3,0072,965+42+1%$343.8K$311.1K-$32.8K2026-10-14
Spire Wealth Management
DECREASED2,9594,921-1,962-40%$570.8K$306.1K-$264.7K2026-10-30
Ironwood Financial, llc
INCREASED2,9312,691+240+9%$294.6K$303.2K+$8.6K2026-10-20
Pinion Investment Advisors, LLC
INCREASED2,8632,451+412+17%$284.3K$296.2K+$11.9K2026-11-04
Strengthening Families & Communities, LLC
DECREASED2,7212,824-103-4%$327.5K$281.5K-$46.0K2026-10-21
Uptick Partners, LLC
INCREASED2,7162,461+255+10%$285.4K$281.0K-$4.4K2026-11-04
SBI Securities Co., Ltd.
DECREASED2,6903,076-386-13%$356.8K$278.3K-$78.4K2026-10-22
Kraematon Investment Advisors, Inc
UNCHANGED2,6872,68700%$311.6K$278.0K-$33.6K2026-11-02
Center For Asset Management LLC
NEW2,609—+2,609——$269.9K—2026-10-16
Integrity Alliance, Llc.
DECREASED2,6015,114-2,513-49%$593.2K$269.2K-$324.0K2026-10-29
APS Management Group, Inc.
NEW2,580—+2,580——$267.0K—2026-10-14
Avantax Planning Partners, Inc.
INCREASED2,5652,255+310+14%$261.5K$265.4K+$3.8K2026-11-03
Frederick Financial Consultants, LLC
DECREASED2,5652,569-40%$297.9K$265.4K-$32.6K2026-10-29
Beacon Financial Planning, Inc
DECREASED2,5552,908-353-12%$337.2K$264.3K-$72.9K2026-11-04
Compagnie Lombard Odier SCmA
UNCHANGED2,5402,54000%$294.6K$262.8K-$31.8K2026-11-04
Kraft, Davis & Associates, LLC
DECREASED2,5273,793-1,266-33%$418.9K$236.8K-$182.1K2026-10-21
Signature Estate & Investment Advisors LLC
UNCHANGED2,4342,43400%$282.3K$251.8K-$30.5K2026-10-13
Greenup Street Wealth Management LLC
DECREASED2,40935,240-32,831-93%$4.1M$249.3K-$3.8M2026-10-28
Intrua Financial, LLC
DECREASED2,3302,378-48-2%$275.7K$241.0K-$34.7K2026-10-28
Berman McAleer LLC
NEW2,310—+2,310——$239.0K—2026-10-16
Lauer Wealth, LLC
NEW2,300—+2,300——$235.5K—2026-10-13
Edge Wealth Management LLC
UNCHANGED2,2812,28100%$264.6K$236.3K-$28.2K2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED2,2752,319-44-2%$268.9K$235.4K-$33.5K2026-10-16
Finivi Inc.
DECREASED2,1852,713-528-19%$314.7K$226.1K-$88.6K2026-10-13
Goldenstone Wealth Management LLC
INCREASED2,1491,917+232+12%$222.3K$222.3K+$92026-11-04
Fiduciary Financial Group, LLC
INCREASED2,0581,993+65+3%$231.1K$212.9K-$18.2K2026-10-13
HB Wealth Management, LLC
DECREASED2,0532,620-567-22%$303.9K$212.4K-$91.5K2026-10-23
Verdence Capital Advisors LLC
DECREASED2,0192,243-224-10%$260.2K$208.9K-$51.3K2026-10-26
Koshinski Asset Management, Inc.
DECREASED1,9772,015-38-2%$233.7K$204.5K-$29.2K2026-10-29
True Private Wealth Advisors
NEW1,958—+1,958——$202.6K—2026-10-19
Vestia Personal Wealth Advisors
DECREASED1,9474,652-2,705-58%$539.5K$201.4K-$338.1K2026-10-20
Baker Tilly Wealth Management, LLC
UNCHANGED1,9391,93900%$224.9K$200.6K-$24.3K2026-10-05
Provident Wealth Management, LLC
UNCHANGED1,9201,92000%$222.7K$198.6K-$24.0K2026-10-20
Castle Rock Wealth Management, LLC
INCREASED1,8551,849+6+0%$212.4K$203.0K-$9.4K2026-10-09
EverSource Wealth Advisors, LLC
DECREASED1,7173,817-2,100-55%$442.7K$177.7K-$265.1K2026-11-04
GK Wealth Management LLC
DECREASED1,5272,166-639-29%$251.3K$158.0K-$93.2K2026-10-09
Adirondack Trust Co
DECREASED1,4801,711-231-13%$198.4K$153.1K-$45.3K2026-10-14
Noble Wealth Management PBC
DECREASED1,3431,460-117-8%$169.3K$138.9K-$30.4K2026-10-01
WPG Advisers, LLC
DECREASED1,2091,436-227-16%$166.5K$125.1K-$41.5K2026-10-27
Transce3nd, LLC
NEW1,123—+1,123——$105.9K—2026-10-26
AlphaCore Capital LLC
INCREASED1,0851,015+70+7%$117.7K$112.3K-$5.5K2026-11-04
Private Trust Co NA
INCREASED1,070851+219+26%$98.7K$110.7K+$12.0K2026-10-20
Pioneer Family Office, LLC
DECREASED1,0201,860-840-45%$215.7K$105.5K-$110.2K2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED92292200%$106.9K$95.4K-$11.5K2026-10-26
Rossby Financial, LCC
INCREASED91064+846+1322%$7.4K$94.1K+$86.7K2026-11-05
Turtle Creek Wealth Advisors, LLC
DECREASED9001,567-667-43%$181.7K$93.1K-$88.6K2026-10-15
Polaris Financial Partners
NEW876—+876——$91—2026-10-02
Reap Financial Group, LLC
NEW848—+848——$87.7K—2026-11-02
Markowski Investments
INCREASED832647+185+29%$75.0K$86.0K+$11.0K2026-10-30
Parallel Advisors, LLC
INCREASED816716+100+14%$83.1K$84.5K+$1.4K2026-11-03
Cape Investment Advisory, Inc.
INCREASED811598+213+36%$69.4K$83.9K+$14.6K2026-10-13
TD Waterhouse Canada Inc.
INCREASED781681+100+15%$78.1K$80.2K+$2.1K2026-10-16
Lanark Financial, Inc.
INCREASED776692+84+12%$80.3K$80.3K+$272026-10-26
Golden State Wealth Management, LLC
UNCHANGED75675600%$87.7K$78.2K-$9.5K2026-11-02
Chung Wu Investment Group, LLC
DECREASED7301,230-500-41%$142.7K$75.5K-$67.1K2026-11-03
Foresight Capital Management Advisors, Inc.
NEW706—+706——$73.0K—2026-10-27
Rossmore Private Capital
UNCHANGED67067000%$77.7K$69.3K-$8.4K2026-10-27
Compass Financial Management LLC
DECREASED5261,170-644-55%$135.7K$54.4K-$81.3K2026-10-30
Arlington Trust Co LLC
INCREASED480280+200+71%$32.5K$49.7K+$17.2K2026-10-20
US Bancorp \de\
UNCHANGED47047000%$54.5K$48.6K-$5.9K2026-11-05
EPG Wealth Management LLC
UNCHANGED46946900%$54.4K$48.5K-$5.9K2026-11-03
Nfsg Corp
DECREASED454559-105-19%$64.8K$47.0K-$17.9K2026-10-15
Y.D. More Investments Ltd
INCREASED418338+80+24%$39.2K$43.2K+$4.0K2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED389380+9+2%$44.1K$40.3K-$3.8K2026-11-03
Advantage Trust Co
UNCHANGED37037000%$42.9K$38.3K-$4.6K2026-10-19
Signaturefd, LLC
UNCHANGED35835800%$41.5K$37.0K-$4.5K2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED3501,250-900-72%$145.0K$36.2K-$108.8K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED300381-81-21%$44.3K$31.0K-$13.3K2026-10-14
First Premier Bank
UNCHANGED30030000%$35$31-$42026-10-13
Westside Investment Management, Inc.
UNCHANGED30030000%$34.8K$31.0K-$3.8K2026-11-02
Balance Wealth Partners LLC
NEW295—+295——$30.6K—2026-10-27
Nova Financial LLC
NEW276—+276——$28.6K—2026-11-04
Valley National Advisers Inc
UNCHANGED26126100%$30.3K$27.0K-$3.3K2026-10-23
Manchester Capital Management LLC
UNCHANGED24524500%$28.4K$25.3K-$3.1K2026-10-22
Caldwell Trust Co
UNCHANGED20420400%$23.7K$21.1K-$2.6K2026-10-30
Costello Asset Management, Inc
NEW200—+200——$20.7K—2026-10-30
Blue Trust, Inc.
INCREASED174117+57+49%$13.6K$18.0K+$4.4K2026-10-15
Avion Wealth
INCREASED16565+100+154%$7$17+$102026-11-04
Activest Wealth Management
UNCHANGED15415400%$17.9K$15.9K-$1.9K2026-10-15
Centerpoint Advisors, LLC
UNCHANGED15015000%$17$16-$12026-11-05
Armstrong Advisory Group, Inc
INCREASED147128+19+15%$14.8K$15.2K+$3632026-10-09
North Star Investment Management Corp.
UNCHANGED14514500%$16.8K$15.0K-$1.8K2026-10-27
Whipplewood Advisors, LLC
DECREASED140499-359-72%$57.9K$14.5K-$43.4K2026-10-20
Biltmore Family Office, LLC
UNCHANGED13213200%$15.3K$13.7K-$1.7K2026-11-03
Creative Financial Designs Inc
INCREASED11780+37+46%$9.3K$12.1K+$2.8K2026-11-04
Eukles Asset Management
UNCHANGED11411400%$13.2K$11.8K-$1.4K2026-11-04
SJS Investment Consulting Inc.
UNCHANGED11011000%$12.8K$11.4K-$1.4K2026-10-26
Next Level Wealth Planning, LLC
NEW107—+107——$11.1K—2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED10710700%$12.4K$11.1K-$1.3K2026-10-23
Yankcom Partnership
UNCHANGED10210200%$11.8K$10.6K-$1.3K2026-10-15
Silver Grove Financial Group, Inc.
UNCHANGED10010000%$11.6K$10.3K-$1.3K2026-11-05
Capital Investment Counsel, Inc
UNCHANGED959500%$11.0K$9.8K-$1.2K2026-10-20
Networth Advisors, LLC
UNCHANGED959500%$11.0K$9.8K-$1.2K2026-11-03
Smallwood Wealth Investment Management, LLC
NEW89—+89——$9.2K—2026-10-30
Register Financial Advisors LLC
UNCHANGED828200%$9.5K$8.5K-$1.0K2026-10-23
NorthAvenue LLC
UNCHANGED676700%$7.8K$6.9K-$8392026-10-29
IFS Advisors, LLC
NEW66—+66——$6.8K—2026-10-14
Financial Consulate, Inc
DECREASED6273-11-15%$8.5K$6.4K-$2.1K2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED616100%$7.1K$6.3K-$7642026-10-30
Torren Management, LLC
NEW55—+55——$5.7K—2026-10-29
Gilpin Wealth Management, LLC
UNCHANGED505000%$5.8K$5.2K-$6262026-10-09
Bare Financial Services, Inc
NEW44—+44——$4.6K—2026-11-04
Kelleher Financial Advisors
UNCHANGED434300%$5.0K$4.4K-$5392026-10-30
Latitude Advisors, LLC
NEW40—+40——$4.1K—2026-10-27
Concord Wealth Partners
UNCHANGED363600%$4.2K$3.7K-$4502026-11-02
RHL Group, LLC
INCREASED3530+5+17%$3.5K$3.6K+$982026-11-04
Summer Road LLC
UNCHANGED313100%$3.6K$3.2K-$3852026-11-05
New England Capital Financial Advisors LLC
NEW30—+30——$3.1K—2026-11-03
Oakworth Capital, Inc.
UNCHANGED262600%$3.0K$2.7K-$2972026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED212100%$2.4K$2.2K-$2632026-10-23
High Point Wealth Management, LLC
NEW20—+20——$2.1K—2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED202000%$2.3K$2.1K-$2502026-10-20
Ascentis Wealth Management, LLC
NEW19—+19——$2.0K—2026-11-03
Bangor Savings Bank
DECREASED18285-267-94%$33.1K$1.9K-$31.2K2026-10-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED171700%$2.0K$1.8K-$2112026-10-28
Evolution Wealth Management Inc.
UNCHANGED161600%$1.9K$1.7K-$2012026-10-28
William Mack & Associates, Inc.
NEW14—+14——$1.4K—2026-10-27
Archer Investment Corp
NEW14—+14——$1.4K—2026-11-05
St. Johns Investment Management Company, LLC
UNCHANGED141400%$1.6K$1.4K-$1762026-10-30
Lodestone Wealth Management LLC
UNCHANGED141400%$1.6K$1.4K-$1762026-10-14
Fairscale Capital, LLC
UNCHANGED131300%$1.5K$1.2K-$3152026-11-04
Trust Co
NEW12—+12——$1.2K—2026-10-09
Bear Mountain Capital, Inc.
INCREASED105+5+100%$557$903+$3462026-11-04
Planning Strategies Inc.
UNCHANGED101000%$1.2K$1.0K-$1252026-10-02
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED8800%$1$1$02026-10-14
American Capital Advisory, LLC
UNCHANGED8800%$928$828-$1002026-10-28
SYM Financial Corp
UNCHANGED7700%$812$724-$882026-10-26
Wilkerson Advisory Group LLC
UNCHANGED7700%$812$724-$882026-10-20
DeDora Capital, Inc.
NEW6—+6——$621—2026-10-26
Aspect Partners, LLC
UNCHANGED5500%$580$517-$632026-10-20
Kingdom Financial Group Llc.
NEW3—+3——$310—2026-11-04
Miller Wealth Advisors, LLC
NEW3—+3——$292—2026-11-02
Laurel Wealth Advisors LLC
NEW3—+3——$311—2026-10-27
Signature Resources Capital Management, LLC
NEW2—+2——$207—2026-10-16
Sage Private Wealth Group, LLC
CLOSED0108,925-108,925-100%$12.6M$0-$12.6M2026-10-21
Madrid Financial Services
CLOSED067,263-67,263-100%$7.8M$0-$7.8M2026-11-03
Clarus Wealth Advisors
CLOSED014,924-14,924-100%$1.7M$0-$1.7M2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED013,348-13,348-100%$1.5M$0-$1.5M2026-10-27
Prevail Innovative Wealth Advisors, LLC
CLOSED08,979-8,979-100%$1.0M$0-$1.0M2026-10-20
Avalon Capital Management
CLOSED07,467-7,467-100%$866.0K$0-$866.0K2026-11-04
Global View Capital Management LLC
CLOSED05,263-5,263-100%$610.4K$0-$610.4K2026-10-28
Riggs Asset Managment Co. Inc.
CLOSED05,154-5,154-100%$597.8K$0-$597.8K2026-11-05
Rubicon Advisors, GP
CLOSED04,331-4,331-100%$502.3K$0-$502.3K2026-10-23
Chicago Partners Investment Group LLC
CLOSED04,022-4,022-100%$448.1K$0-$448.1K2026-10-27
Sheets Smith Wealth Management
CLOSED03,978-3,978-100%$461.4K$0-$461.4K2026-10-16
Quad-Cities Investment Group, LLC
CLOSED02,658-2,658-100%$308.3K$0-$308.3K2026-10-16
Keystone Wealth Services, LLC
CLOSED02,478-2,478-100%$287.4K$0-$287.4K2026-11-03
Security National Bank
CLOSED02,418-2,418-100%$280.4K$0-$280.4K2026-10-26
Simplex Trading, LLC
CLOSED02,401-2,401-100%$278.5K$0-$278.5K2026-11-04
Prime Capital Investment Advisors, LLC
CLOSED02,377-2,377-100%$275.7K$0-$275.7K2026-10-20
Almanack Investment Partners, Llc.
CLOSED02,153-2,153-100%$249.7K$0-$249.7K2026-11-03
Aire Advisors, LLC
CLOSED02,115-2,115-100%$245.3K$0-$245.3K2026-10-22
Vontobel Holding Ltd.
CLOSED02,104-2,104-100%$244.0K$0-$244.0K2026-10-16
Focus Financial Network, Inc.
CLOSED02,047-2,047-100%$237.4K$0-$237.4K2026-10-14
PW Nova Financial Services LLC
CLOSED02,018-2,018-100%$234.0K$0-$234.0K2026-10-15
Citizens Financial Group Inc
CLOSED01,993-1,993-100%$231.1K$0-$231.1K2026-10-23
Procyon Advisors, LLC
CLOSED01,913-1,913-100%$221.8K$0-$221.8K2026-10-21
Fairvoy Private Wealth, LLC
CLOSED01,850-1,850-100%$214.6K$0-$214.6K2026-10-19
Fusion Capital, LLC
CLOSED01,806-1,806-100%$209.5K$0-$209.5K2026-10-28
Traynor Capital Management, Inc.
CLOSED01,761-1,761-100%$204.2K$0-$204.2K2026-10-29
International Assets Investment Management, LLC
CLOSED0685-685-100%$78.7K$0-$78.7K2026-11-02
Angeles Wealth Management, LLC
CLOSED0400-400-100%$46.4K$0-$46.4K2026-10-26
Mather Group, Llc.
CLOSED0275-275-100%$31.9K$0-$31.9K2026-10-14
MassMutual Private Wealth & Trust, FSB
CLOSED0141-141-100%$16.4K$0-$16.4K2026-10-05
Abound Wealth Management
CLOSED0116-116-100%$13.5K$0-$13.5K2026-10-26
Global Trust Asset Management, LLC
CLOSED025-25-100%$2.9K$0-$2.9K2026-10-19
Atlatl Advisers LLC
CLOSED025-25-100%$2.9K$0-$2.9K2026-10-22
Asset Dedication, LLC
CLOSED015-15-100%$1.7K$0-$1.7K2026-11-03
Gill Capital Partners, LLC
CLOSED011-11-100%$1.3K$0-$1.3K2026-10-13
Hilton Head Capital Partners, LLC
CLOSED010-10-100%$1.2K$0-$1.2K2026-10-23
LPL Financial LLC
N/A—2,371,975-2,371,975-100%$275.1M———
Morgan Stanley
N/A—1,312,743-1,312,743-100%$152.3M———
Bank of America Corp
N/A—1,182,517-1,182,517-100%$137.1M———
Raymond James Financial Inc
N/A—650,512-650,512-100%$75.4M———
Wells Fargo & Company
N/A—589,544-589,544-100%$68.4M———
Cetera Investment Advisers
N/A—516,587-516,587-100%$59.9M———
UBS Group AG
N/A—412,839-412,839-100%$47.9M———
Royal Bank of Canada
N/A—406,491-406,491-100%$47.1M———
Envestnet Asset Management Inc
N/A—307,328-307,328-100%$35.6M———
Stifel Financial Corp
N/A—303,036-303,036-100%$35.2M———
MML Investors Services, LLC
N/A—291,645-291,645-100%$33.8M———
Osaic Holdings, Inc.
N/A—235,399-235,399-100%$27.3M———
Jones Financial Companies Lllp
N/A—218,749-218,749-100%$25.4M———
Citadel Advisors LLC
N/A—210,398-210,398-100%$24.4M———
Northwestern Mutual Wealth Management Co
N/A—153,659-153,659-100%$17.8M———
Private Advisor Group, LLC
N/A—134,961-134,961-100%$15.7M———
Itau Unibanco Holding S.A.
N/A—134,109-134,109-100%$15.6M———
NewEdge Advisors, LLC
N/A—117,089-117,089-100%$13.6M———
Rockefeller Capital Management L.P.
N/A—96,469-96,469-100%$11.2M———
Van Eck Associates Corp
N/A—94,386-94,386-100%$10.9M———
Kiker Wealth Management, LLC
N/A—90,191-90,191-100%$10.5M———
Old Mission Capital LLC
N/A—89,302-89,302-100%$10.4M———
Retirement Management Systems Inc.
N/A—78,894-78,894-100%$9.2M———
Ameriprise Financial Inc
N/A—73,329-73,329-100%$8.5M———
Rafferty Asset Management, LLC
N/A—69,844-69,844-100%$8.1M———
Steward Partners Investment Advisory, LLC
N/A—67,074-67,074-100%$7.8M———
PCG Wealth Advisors, LLC
N/A—66,995-66,995-100%$7.8M———
Quadrature Capital Ltd
N/A—59,185-59,185-100%$6.9M———
Deutsche Bank Ag\
N/A—58,529-58,529-100%$6.8M———
JPMorgan Chase & Co
N/A—58,281-58,281-100%$6.8M———
Principal Securities, Inc.
N/A—55,672-55,672-100%$6.5M———
HighTower Advisors, LLC
N/A—55,549-55,549-100%$6.4M———
Valmark Advisers, Inc.
N/A—55,284-55,284-100%$6.4M———
Goldman Sachs Group Inc
N/A—54,901-54,901-100%$6.4M———
Modern Wealth Management, LLC
N/A—47,799-47,799-100%$5.5M———
SCS Capital Management LLC
N/A—47,351-47,351-100%$5.5M———
Cresset Asset Management, LLC
N/A—46,721-46,721-100%$5.4M———
Summit Financial, LLC
N/A—46,490-46,490-100%$5.4M———
EFG International AG
N/A—38,860-38,860-100%$4.5M———
Sanctuary Advisors, LLC
N/A—37,389-37,389-100%$4.3M———
Susquehanna International Group, LLP
N/A—37,072-37,072-100%$4.3M———
Drake & Associates, LLC
N/A—35,254-35,254-100%$4.1M———
&partners
N/A—34,577-34,577-100%$4.0M———
Equitable Holdings, Inc.
N/A—33,994-33,994-100%$3.9M———
Harbour Investments, Inc.
N/A—32,945-32,945-100%$3.8M———
IHT Wealth Management, LLC
N/A—31,482-31,482-100%$3.7M———
D. E. Shaw & Co., Inc.
N/A—29,838-29,838-100%$3.5M———
Bogart Wealth, LLC
N/A—28,964-28,964-100%$3.4M———
Silver OAK Securities, Incorporated
N/A—28,169-28,169-100%$3.3M———
Belpointe Asset Management LLC
N/A—28,051-28,051-100%$3.3M———
Western Wealth Management, LLC
N/A—26,928-26,928-100%$3.1M———
Theory Financial LLC
N/A—26,873-26,873-100%$3.1M———
Centaurus Financial, Inc.
N/A—26,291-26,291-100%$3.0M———
Dogwood Wealth Management LLC
N/A—26,240-26,240-100%$3.0M———
Jane Street Group, LLC
N/A—25,933-25,933-100%$3.0M———
Barclays PLC
N/A—25,145-25,145-100%$2.9M———
Insigneo Advisory Services, LLC
N/A—24,937-24,937-100%$2.9M———
HRT Financial LP
N/A—24,274-24,274-100%$2.8M———
Marshall Investment Management, LLC
N/A—22,810-22,810-100%$2.6M———
Moneta Group Investment Advisors LLC
N/A—22,269-22,269-100%$2.6M———
CreativeOne Wealth, LLC
N/A—20,836-20,836-100%$2.4M———
Stonebridge Financial Planning Group, LLC
N/A—18,455-18,455-100%$2.1M———
BNP Paribas Financial Markets
N/A—18,449-18,449-100%$2.1M———
Foundations Investment Advisors, LLC
N/A—17,651-17,651-100%$2.0M———
Bluespring Wealth Management, LLC
N/A—15,894-15,894-100%$1.8M———
Advisory Alpha, LLC
N/A—15,253-15,253-100%$1.8M———
Baird Financial Group, Inc.
N/A—14,787-14,787-100%$1.7M———
Gladstone Institutional Advisory LLC
N/A—14,623-14,623-100%$1.7M———
IFG Advisory, LLC
N/A—14,307-14,307-100%$1.7M———
O'rourke & Company, Inc
N/A—13,856-13,856-100%$1.6M———
Janney Montgomery Scott LLC
N/A—13,698-13,698-100%$1.6M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—13,554-13,554-100%$1.6M———
Snowden Capital Advisors LLC
N/A—13,488-13,488-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—13,111-13,111-100%$1.5M———
Aft, Forsyth & Sober, LLC
N/A—13,000-13,000-100%$1.7M———
Fifth Third Bancorp
N/A—12,970-12,970-100%$1.5M———
Point72 Asset Management, L.P.
N/A—12,900-12,900-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—12,871-12,871-100%$1.5M———
Nikulski Financial, Inc.
N/A—12,847-12,847-100%$1.5M———
Fortis Group Advisors, LLC
N/A—12,823-12,823-100%$1.5M———
Geneos Wealth Management Inc.
N/A—12,420-12,420-100%$1.4M———
Orleans Capital Management Corp
N/A—12,266-12,266-100%$1.4M———
Banco BTG Pactual S.A.
N/A—11,921-11,921-100%$1.4M———
Pinnacle Financial Partners, Inc.
N/A—11,413-11,413-100%$1.3M———
Synergy Investment Management, LLC
N/A—11,191-11,191-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—11,140-11,140-100%$1.3M———
WCG Wealth Advisors LLC
N/A—11,127-11,127-100%$1.3M———
Seaview Investment Managers LLC
N/A—10,907-10,907-100%$1.3M———
Savvy Advisors, Inc.
N/A—10,482-10,482-100%$1.2M———
Copia Wealth Management
N/A—10,406-10,406-100%$1.2M———
Arax Advisory Partners
N/A—10,104-10,104-100%$1.2M———
Captrust Financial Advisors
N/A—10,092-10,092-100%$1.2M———
Mariner, LLC
N/A—10,009-10,009-100%$1.2M———
Venturi Wealth Management, LLC
N/A—9,901-9,901-100%$1.1M———
CIBC World Market Inc.
N/A—9,819-9,819-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—9,724-9,724-100%$1.1M———
Arkadios Wealth Advisors
N/A—9,203-9,203-100%$1.1M———
Pasadena Private Wealth, LLC
N/A—9,050-9,050-100%$1.0M———
Nvest Financial, LLC
N/A—8,708-8,708-100%$1.0M———
Benjamin Edwards Inc
N/A—8,640-8,640-100%$1.0M———
PNC Financial Services Group, Inc.
N/A—8,089-8,089-100%$938.2K———
Continuum Advisory, LLC
N/A—7,915-7,915-100%$918.0K———
LaSalle St. Investment Advisors, LLC
N/A—7,869-7,869-100%$912.6K———
Faithward Advisors, LLC
N/A—7,731-7,731-100%$896.6K———
Global Retirement Partners, LLC
N/A—7,402-7,402-100%$858.4K———
Bank of Montreal
N/A—7,259-7,259-100%$841.9K———
Independent Advisor Alliance
N/A—7,251-7,251-100%$841.0K———
Focus Partners Wealth
N/A—7,244-7,244-100%$840.3K———
Dakota Wealth Management
N/A—7,234-7,234-100%$839.0K———
Brookwood Investment Group LLC
N/A—7,087-7,087-100%$822.0K———
Kingsview Wealth Management, LLC
N/A—7,056-7,056-100%$818.4K———
Arrowroot Family Office, LLC
N/A—7,036-7,036-100%$816.0K———
Group One Trading LLC
N/A—6,903-6,903-100%$800.6K———
Pacific SUN Financial Corp
N/A—6,753-6,753-100%$783.2K———
Berger Financial Group, Inc
N/A—6,012-6,012-100%$697.3K———
Integrated Wealth Concepts LLC
N/A—5,955-5,955-100%$690.6K———
Wealthspire Advisors, LLC
N/A—5,824-5,824-100%$675.4K———
Focus Partners Advisor Solutions, LLC
N/A—5,545-5,545-100%$643.1K———
Stratos Wealth Partners, Ltd.
N/A—5,488-5,488-100%$636.5K———
Florida Financial Advisors, LLC
N/A—5,397-5,397-100%$626.0K———
Tradition Wealth Management, LLC
N/A—5,325-5,325-100%$617.6K———
Ascent Advisors, LLC
N/A—5,190-5,190-100%$596.2K———
Waverly Advisors, LLC
N/A—5,158-5,158-100%$598.3K———
Advisory Services Network, LLC
N/A—5,043-5,043-100%$584.9K———
Cerity Partners LLC
N/A—4,961-4,961-100%$575.4K———
Sfmg, LLC
N/A—4,957-4,957-100%$574.9K———
Twin Focus Capital Partners, LLC
N/A—4,800-4,800-100%$556.7K———
Savant Capital, LLC
N/A—4,797-4,797-100%$580.1K———
AE Wealth Management LLC
N/A—4,648-4,648-100%$539.1K———
Mercer Global Advisors Inc
N/A—4,634-4,634-100%$537.5K———
Tower Wealth Partners, Inc.
N/A—4,272-4,272-100%$495.5K———
Rehmann Capital Advisory Group
N/A—4,166-4,166-100%$425.8K———
Mark Sheptoff Financial Planning, LLC
N/A—3,930-3,930-100%$455.8K———
HighPoint Advisor Group LLC
N/A—3,894-3,894-100%$451.7K———
World Investment Advisors
N/A—3,738-3,738-100%$494.9K———
IEQ Capital, LLC
N/A—3,617-3,617-100%$419.5K———
Regal Investment Advisors LLC
N/A—3,614-3,614-100%$419.2K———
Stephens Inc
N/A—3,585-3,585-100%$415.8K———
Great Valley Advisor Group, Inc.
N/A—3,564-3,564-100%$413.2K———
Johnson Investment Counsel Inc
N/A—3,506-3,506-100%$406.6K———
Toronto Dominion Bank
N/A—3,500-3,500-100%$405.9K———
Family Manage LLC
N/A—3,342-3,342-100%$387.6K———
Stephen J. Garry & Associates, LLC
N/A—3,300-3,300-100%$382.7K———
SageGuard Financial Group, LLC
N/A—3,269-3,269-100%$379.2K———
AlTi Global, Inc.
N/A—3,268-3,268-100%$379.0K———
Quantinno Capital Management LP
N/A—3,135-3,135-100%$363.7K———
Wealthspan Partners, LLC
N/A—3,125-3,125-100%$362.4K———
Caprock Group, LLC
N/A—3,094-3,094-100%$358.9K———
Navis Wealth Advisors, LLC
N/A—3,076-3,076-100%$356.8K———
Allworth Financial LP
N/A—3,071-3,071-100%$356.2K———
OneDigital Investment Advisors LLC
N/A—3,023-3,023-100%$350.6K———
Resurgent Financial Advisors LLC
N/A—3,007-3,007-100%$348.8K———
Dana Investment Advisors, Inc.
N/A—3,005-3,005-100%$348.5K———
Sanchez Levi Garrett
N/A—2,914-2,914-100%$338.0K———
OneAscent Financial Services LLC
N/A—2,913-2,913-100%$337.8K———
Mutual Advisors, LLC
N/A—2,858-2,858-100%$331.4K———
Wealth Management Associates, Inc.
N/A—2,832-2,832-100%$328.4K———
Gateway Wealth Partners, LLC
N/A—2,816-2,816-100%$326.6K———
Motco
N/A—2,797-2,797-100%$324.4K———
Elequin Capital, LP
N/A—2,772-2,772-100%$321.5K———
Kovack Advisors, Inc.
N/A—2,671-2,671-100%$306.9K———
Entelevest, LLC
N/A—2,644-2,644-100%$306.6K———
Aster Capital Management (Difc) Ltd
N/A—2,580-2,580-100%$299.2K———
Sequoia Financial Advisors, LLC
N/A—2,535-2,535-100%$294.0K———
Envision Financial Transparency, LLC
N/A—2,482-2,482-100%$223.0K———
Aptus Capital Advisors, LLC
N/A—2,440-2,440-100%$283.0K———
Clark Capital Management Group, Inc.
N/A—2,409-2,409-100%$279.4K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—2,358-2,358-100%$275.6K———
Level Four Advisory Services, LLC
N/A—2,351-2,351-100%$272.8K———
PFG Investments, LLC
N/A—2,336-2,336-100%$270.9K———
Smith, Moore & Co.
N/A—2,336-2,336-100%$270.9K———
Gentry Private Wealth, LLC
N/A—2,297-2,297-100%$266.4K———
Squarepoint Ops LLC
N/A—2,286-2,286-100%$265.1K———
UMB Bank, n.a.
N/A—2,270-2,270-100%$263.3K———
Freestone Capital Holdings, LLC
N/A—2,268-2,268-100%$263.0K———
AQR Capital Management LLC
N/A—2,264-2,264-100%$262.6K———
Cary Street Partners Financial LLC
N/A—2,165-2,165-100%$251.1K———
Rothschild Wealth LLC
N/A—2,144-2,144-100%$248.6K———
Daybright Advisory Services, Inc.
N/A—2,058-2,058-100%$219.8K———
MAI Capital Management
N/A—2,058-2,058-100%$238.6K———
HBK Sorce Advisory LLC
N/A—2,058-2,058-100%$234.3K———
Ethos Financial Group, LLC
N/A—2,003-2,003-100%$205.7K———
Athena Investment Management
N/A—2,000-2,000-100%$232.0K———
Scotia Capital Inc.
N/A—1,985-1,985-100%$230.2K———
SHP Wealth Management
N/A—1,965-1,965-100%$227.8K———
Betterment LLC
N/A—1,859-1,859-100%$216.0K———
RWA Wealth Partners, LLC
N/A—1,840-1,840-100%$213.4K———
Stratos Wealth Advisors, LLC
N/A—1,762-1,762-100%$204.4K———
Everstar Asset Management, LLC
N/A—1,760-1,760-100%$204.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,741-1,741-100%$201.7K———
National Bank of Canada
N/A—1,688-1,688-100%$195.3K———
FMR LLC
N/A—1,521-1,521-100%$176.4K———
Atlantic Union Bankshares Corp
N/A—1,446-1,446-100%$167.7K———
BFC Planning, Inc.
N/A—1,443-1,443-100%$167.5K———
EP Wealth Advisors, LLC
N/A—1,400-1,400-100%$162.4K———
Benson Wealth Management Inc
N/A—1,350-1,350-100%$156.6K———
Huntington National Bank
N/A—1,033-1,033-100%$119.8K———
Mpwm Advisory Solutions, LLC
N/A—993-993-100%$115.2K———
JPL Wealth Management, LLC
N/A—841-841-100%$97.6K———
Oakmont Advisory Group, LLC
N/A—839-839-100%$97.3K———
Winch Advisory Services, LLC
N/A—815-815-100%$94.6K———
Rothschild Investment LLC
N/A—750-750-100%$87.0K———
FAS Wealth Partners, Inc.
N/A—657-657-100%$76.2K———
Nova Wealth Management, Inc.
N/A—527-527-100%$61.1K———
Brentview Investment Management LLC
N/A—500-500-100%$58.0K———
Webster Bank, N. A.
N/A—483-483-100%$56.0K———
FWL Investment Management, LLC
N/A—366-366-100%$42.4K———
Banque Cantonale Vaudoise
N/A—350-350-100%$41———
SOA Wealth Advisors, Llc.
N/A—340-340-100%$39.4K———
Federation des caisses Desjardins du Quebec
N/A—289-289-100%$33.4K———
Nalls Sherbakoff Group, LLC
N/A—274-274-100%$31.8K———
Highland Investment Advisors LLC
N/A—273-273-100%$31.6K———
Cary Street Partners Investment Advisory LLC
N/A—239-239-100%$27.7K———
Central Trust Co
N/A—233-233-100%$27.0K———
Integrity Financial Corp
N/A—230-230-100%$26.7K———
Caitlin John, LLC
N/A—207-207-100%$24.0K———
HHM Wealth Advisors, LLC
N/A—200-200-100%$23.2K———
Ogorek Anthony Joseph
N/A—197-197-100%$22———
IAG Wealth Partners, LLC
N/A—186-186-100%$21.6K———
Cheviot Value Management, LLC
N/A—184-184-100%$21.3K———
Tidemark, LLC
N/A—168-168-100%$19.5K———
Crewe Advisors LLC
N/A—163-163-100%$18.9K———
Meramec Financial Planners, LLC
N/A—153-153-100%$16.8K———
Basecamp Wealth Advisors LLC
N/A—142-142-100%$16.5K———
Vision Retirement, LLC
N/A—127-127-100%$14.7K———
Hantz Financial Services, Inc.
N/A—120-120-100%$14.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—120-120-100%$13.9K———
N.E.W. Advisory Services LLC
N/A—117-117-100%$13.6K———
Howe & Rusling Inc
N/A—112-112-100%$13.0K———
Ancora Advisors LLCA
N/A—106-106-100%$12.3K———
Basepoint Wealth LLC
N/A—102-102-100%$11.9K———
Smartleaf Asset Management LLC
N/A—100-100-100%$11.7K———
NCP Inc.
N/A—100-100-100%$11.6K———
Brown Brothers Harriman & Co
N/A—100-100-100%$11.6K———
UBS Asset Management Americas LLC
N/A—80-80-100%$9.3K———
Founders Financial Alliance, LLC
N/A—78-78-100%$9.0K———
Institute for Wealth Management, Llc.
N/A—70-70-100%$8.1K———
VAN DEN Berg Management I, Inc
N/A—70-70-100%$8.1K———
O'shaughnessy Asset Management, LLC
N/A—69-69-100%$8.0K———
ST Germain D J Co Inc
N/A—60-60-100%$7.0K———
Hollencrest Capital Management
N/A—50-50-100%$5.8K———
Glenmede Trust Co NA
N/A—42-42-100%$4.9K———
Consultiva Wealth Management, Corp.
N/A—42-42-100%$4.9K———
Harborfront Financial Group LLC
N/A—41-41-100%$4.8K———
Keating Financial Advisory Services, Inc.
N/A—39-39-100%$4.5K———
Millstone Evans Group, LLC
N/A—25-25-100%$2.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—24-24-100%$2.8K———
Providence Capital Advisors, LLC
N/A—17-17-100%$1.9K———
VSM Wealth Advisory, LLC
N/A—12-12-100%$1.4K———
Strategic Wealth Partners, Ltd.
N/A—11-11-100%$1.3K———
Graney & King, LLC
N/A—6-6-100%$736———
Darwin Wealth Management, LLC
N/A—5-5-100%$598———
Clearstead Advisors, LLC
N/A—4-4-100%$464———
Fiduciary Financial Advisors
N/A—3-3-100%$348———
Coston, McIsaac & Partners
N/A—1-1-100%$0———
Showing 569 of 569 institutions