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Vanguard Long-Term Bond ETF (BLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares3,027,545 from 3,030,083
Change-2,538 (0%)
Value$189.9M (-$18.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares1,628,314 from 1,577,446
Change+50,868 (+3%)
Value$102.1M (-$6.6M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
DECREASED
Shares824,969 from 1,962,978
Change-1,138,009 (-58%)
Value$51.8M (-$83.6M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares636,253 from 671,716
Change-35,463 (-5%)
Value$39.9K (-$46.3M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares481,475 from 427,581
Change+53,894 (+13%)
Value$30.2M (+$729.8K)
Filed 2026-10-30
Strong Tower Advisory Services
INCREASED
Shares375,638 from 370,423
Change+5,215 (+1%)
Value$23.6M (-$2.0M)
Filed 2026-10-13
Clark Asset Management, LLC
INCREASED
Shares318,196 from 284,943
Change+33,253 (+12%)
Value$20.0M (+$319.4K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares300,013 from 321,333
Change-21,320 (-7%)
Value$18.8M (-$3.3M)
Filed 2026-10-16
Regions Financial Corp
INCREASED
Shares295,960 from 295,832
Change+128 (+0%)
Value$18.6M (-$1.8M)
Filed 2026-11-05
Beacon Capital Management, Inc.
DECREASED
Shares288,958 from 579,071
Change-290,113 (-50%)
Value$18.1M (-$21.8M)
Filed 2026-10-13
Idaho Trust Co
INCREASED
Shares255,198 from 222,112
Change+33,086 (+15%)
Value$16.0M (+$695.8K)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares244,936 from 251,115
Change-6,179 (-2%)
Value$15.4M (-$1.9M)
Filed 2026-11-02
Greenup Street Wealth Management LLC
INCREASED
Shares243,375 from 196,029
Change+47,346 (+24%)
Value$15.3M (+$1.8M)
Filed 2026-10-28
ETF Portfolio Partners, Inc.
DECREASED
Shares230,569 from 286,670
Change-56,101 (-20%)
Value$14.5M (-$5.3M)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares210,267 from 200,996
Change+9,271 (+5%)
Value$13.2K (-$13.9M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares179,905 from 166,474
Change+13,431 (+8%)
Value$11.3M (-$189.6K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares178,597 from 178,190
Change+407 (+0%)
Value$11.2M (-$1.1M)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares173,714 from 90,536
Change+83,178 (+92%)
Value$10.9M (+$4.7M)
Filed 2026-10-28
Evergreen Wealth Management, LLC
INCREASED
Shares169,401 from 161,241
Change+8,160 (+5%)
Value$10.6M (-$487.8K)
Filed 2026-11-06
Platt Investment Counsel, LLC
DECREASED
Shares159,642 from 164,964
Change-5,322 (-3%)
Value$10.0M (-$1.4M)
Filed 2026-10-07
Wincap Financial LLC
DECREASED
Shares158,676 from 193,644
Change-34,968 (-18%)
Value$10.0M (-$3.4M)
Filed 2026-10-20
Evolution Advisers, Inc.
INCREASED
Shares151,061 from 150,385
Change+676 (+0%)
Value$9.6M (-$791.8K)
Filed 2026-11-06
NYL Investors LLC
INCREASED
Shares149,928 from 146,377
Change+3,551 (+2%)
Value$9.4M (-$684.8K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares131,958 from 138,321
Change-6,363 (-5%)
Value$8.3M (-$1.3M)
Filed 2026-10-15
Crestwood Advisors Group, LLC
DECREASED
Shares131,847 from 153,584
Change-21,737 (-14%)
Value$8.3M (-$2.3M)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares125,766 from 123,953
Change+1,813 (+1%)
Value$7.9M (-$654.8K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares123,779 from 93,532
Change+30,247 (+32%)
Value$7.8M (+$1.3M)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares121,083 from 114,027
Change+7,056 (+6%)
Value$7.6M (-$264.3K)
Filed 2026-10-14
Sellwood Investment Partners LLC
INCREASED
Shares117,585 from 108,373
Change+9,212 (+9%)
Value$7.4M (-$94.0K)
Filed 2026-11-03
Parker Financial LLC
INCREASED
Shares110,176 from 105,916
Change+4,260 (+4%)
Value$6.9M (-$388.1K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares107,765 from 93,889
Change+13,876 (+15%)
Value$6.8M (+$288.4K)
Filed 2026-10-08
PFW Advisors LLC
INCREASED
Shares104,271 from 99,799
Change+4,472 (+4%)
Value$6.5M (-$338.2K)
Filed 2026-10-07
TD Private Client Wealth LLC
DECREASED
Shares102,962 from 167,958
Change-64,996 (-39%)
Value$6.5M (-$5.1M)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares101,891 from 103,882
Change-1,991 (-2%)
Value$6.4M (-$769.0K)
Filed 2026-10-22
SigFig Wealth Management, LLC
INCREASED
Shares100,014 from 98,063
Change+1,951 (+2%)
Value$6.3M (-$551.3K)
Filed 2026-10-07
Bay Harbor Wealth Management, LLC
INCREASED
Shares98,439 from 97,321
Change+1,118 (+1%)
Value$6.2M (-$533.3K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares94,323 from 95,326
Change-1,003 (-1%)
Value$5.9M (-$653.9K)
Filed 2026-10-05
Trilogy Capital Inc.
DECREASED
Shares93,320 from 227,536
Change-134,216 (-59%)
Value$5.9M (-$9.8M)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares90,120 from 79,822
Change+10,298 (+13%)
Value$5.7M (+$151.1K)
Filed 2026-10-21
Leeward Financial Partners, LLC
INCREASED
Shares83,403 from 82,969
Change+434 (+1%)
Value$5.2M (-$487.2K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares83,125 from 79,219
Change+3,906 (+5%)
Value$5.2M (-$246.1K)
Filed 2026-11-05
Flagstar Securities, Inc
INCREASED
Shares80,059 from 79,376
Change+683 (+1%)
Value$5.0M (-$449.4K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares79,419 from 73,032
Change+6,387 (+9%)
Value$5.0M (-$52.1K)
Filed 2026-10-08
Aspire Private Capital, LLC
INCREASED
Shares73,449 from 67,930
Change+5,519 (+8%)
Value$4.6M (-$74.9K)
Filed 2026-11-05
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares64,081 from 60,535
Change+3,546 (+6%)
Value$4.0M (-$152.9K)
Filed 2026-10-30
Level Financial Advisors
INCREASED
Shares64,036 from 51,081
Change+12,955 (+25%)
Value$4.0M (+$496.0K)
Filed 2026-10-13
Arcadia Wealth Management, LLC
DECREASED
Shares62,378 from 68,048
Change-5,670 (-8%)
Value$3.9M (-$777.6K)
Filed 2026-10-22
Money Concepts Capital Corp
DECREASED
Shares58,615 from 63,658
Change-5,043 (-8%)
Value$3.7M (-$711.0K)
Filed 2026-11-06
First Heartland Consultants, Inc.
DECREASED
Shares57,583 from 57,796
Change-213 (0%)
Value$3.6M (-$371.7K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares54,898 from 34,713
Change+20,185 (+58%)
Value$3.4M (+$1.1M)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares50,138 from 52,015
Change-1,877 (-4%)
Value$3.1M (-$440.2K)
Filed 2026-10-22
Hohimer Wealth Management, LLC
INCREASED
Shares45,903 from 44,291
Change+1,612 (+4%)
Value$2.9M (-$173.5K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
INCREASED
Shares45,647 from 45,268
Change+379 (+1%)
Value$2.9M (-$256.9K)
Filed 2026-11-04
Sagace Wealth Management LLC
INCREASED
Shares43,800 from 40,342
Change+3,458 (+9%)
Value$2.7M (-$33.2K)
Filed 2026-10-28
Fifth Third Securities, Inc.
INCREASED
Shares42,466 from 23,895
Change+18,571 (+78%)
Value$2.7M (+$1.0M)
Filed 2026-10-21
Park Avenue Securities LLC
DECREASED
Shares39,009 from 58,466
Change-19,457 (-33%)
Value$2.4K (-$4.0M)
Filed 2026-10-26
Ascent Wealth Partners, LLC
INCREASED
Shares38,098 from 24,242
Change+13,856 (+57%)
Value$2.4M (+$718.9K)
Filed 2026-10-23
Horizons Wealth Management
NEW
Shares37,020
Change+37,020
Value$2.3M
Filed 2026-10-05
Retirement Wealth Solutions LLC
INCREASED
Shares36,782 from 36,565
Change+217 (+1%)
Value$2.3M (-$213.1K)
Filed 2026-10-07
Focus Financial Network, Inc.
DECREASED
Shares36,774 from 37,963
Change-1,189 (-3%)
Value$2.3M (-$310.0K)
Filed 2026-10-14
Courier Capital LLC
NEW
Shares35,747
Change+35,747
Value$2.2M
Filed 2026-10-19
Valmark Advisers, Inc.
DECREASED
Shares35,623 from 36,430
Change-807 (-2%)
Value$2.2M (-$276.5K)
Filed 2026-11-06
Womack Financial LLC
INCREASED
Shares35,189 from 33,778
Change+1,411 (+4%)
Value$2.2M (-$120.9K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares34,020 from 33,741
Change+279 (+1%)
Value$2.1M (-$191.7K)
Filed 2026-10-22
Brighton Securities Corp.
INCREASED
Shares33,616 from 32,174
Change+1,442 (+4%)
Value$2.1M (-$109.0K)
Filed 2026-10-08
D.A. Davidson & Co.
DECREASED
Shares33,562 from 33,649
Change-87 (0%)
Value$2.1M (-$214.1K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares33,327 from 29,856
Change+3,471 (+12%)
Value$2.1M (+$32.6K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares31,192 from 36,034
Change-4,842 (-13%)
Value$2.0M (-$527.2K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares28,188 from 27,771
Change+417 (+2%)
Value$1.8M (-$146.1K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares27,803 from 56,695
Change-28,892 (-51%)
Value$1.8M (-$2.2M)
Filed 2026-10-23
Burk Holdings LLC
INCREASED
Shares25,777 from 24,305
Change+1,472 (+6%)
Value$1.6M (-$58.4K)
Filed 2026-11-05
HT Partners LLC
INCREASED
Shares25,564 from 25,264
Change+300 (+1%)
Value$1.6M (-$137.8K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED
Shares23,251 from 24,907
Change-1,656 (-7%)
Value$1.5M (-$274.9K)
Filed 2026-10-13
Transcendent Capital Group LLC
DECREASED
Shares21,557 from 23,698
Change-2,141 (-9%)
Value$1.4M (-$281.2K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares21,529 from 30,200
Change-8,671 (-29%)
Value$1.4M (-$731.1K)
Filed 2026-11-05
BLB&B Advisors, LLC
UNCHANGED
Shares21,486 from 21,486
Change0 (0%)
Value$1.3M (-$133.2K)
Filed 2026-10-27
Secure Asset Management, LLC
DECREASED
Shares20,374 from 43,802
Change-23,428 (-53%)
Value$1.3M (-$1.7M)
Filed 2026-10-19
Legacy Wealth Partners, LLC
INCREASED
Shares19,545 from 18,134
Change+1,411 (+8%)
Value$1.2M (-$23.9K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares19,166 from 18,561
Change+605 (+3%)
Value$1.2M (-$77.1K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares18,191 from 13,794
Change+4,397 (+32%)
Value$1.1M (+$190.3K)
Filed 2026-11-05
Veratis Advisors, Inc.
DECREASED
Shares18,020 from 26,508
Change-8,488 (-32%)
Value$1.1M (-$696.7K)
Filed 2026-11-03
Absolute Capital Management, LLC
INCREASED
Shares17,488 from 15,314
Change+2,174 (+14%)
Value$1.1M (+$41.4K)
Filed 2026-10-16
Sutton Place Investors LLC
INCREASED
Shares17,355 from 17,278
Change+77 (+0%)
Value$1.1M (-$102.3K)
Filed 2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED
Shares16,908 from 16,981
Change-73 (0%)
Value$1.1M (-$109.8K)
Filed 2026-10-08
RFG Advisory, LLC
DECREASED
Shares16,533 from 16,940
Change-407 (-2%)
Value$1.0M (-$130.6K)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares15,683 from 12,033
Change+3,650 (+30%)
Value$983.8K (+$154.3K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares15,670 from 17,099
Change-1,429 (-8%)
Value$983.0K (-$196.0K)
Filed 2026-11-05
AMG National Trust Bank
INCREASED
Shares15,641 from 14,630
Change+1,011 (+7%)
Value$981.2K (-$27.3K)
Filed 2026-11-05
Websterrogers Financial Advisors, LLC
DECREASED
Shares14,029 from 14,265
Change-236 (-2%)
Value$880.0K (-$103.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,415 from 8,742
Change+4,673 (+53%)
Value$843.1K (+$253.2K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares13,076 from 13,106
Change-30 (0%)
Value$820.3K (-$83.1K)
Filed 2026-10-30
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares12,710 from 12,714
Change-4 (0%)
Value$797.3K (-$79.1K)
Filed 2026-11-04
Guidance Capital, Inc
INCREASED
Shares11,789 from 11,411
Change+378 (+3%)
Value$766.4K (-$2.4K)
Filed 2026-11-03
Outlook Wealth Advisors, LLC
INCREASED
Shares11,426 from 9,418
Change+2,008 (+21%)
Value$716.8K (+$67.6K)
Filed 2026-10-28
Retirement Guys Formula LLC
DECREASED
Shares10,903 from 11,504
Change-601 (-5%)
Value$686.5K (-$107.0K)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares10,736 from 10,649
Change+87 (+1%)
Value$673.5K (-$60.6K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares10,694 from 14,263
Change-3,569 (-25%)
Value$670.8K (-$312.3K)
Filed 2026-10-26
Security Financial Services, Inc.
DECREASED
Shares10,558 from 10,577
Change-19 (0%)
Value$662.3K (-$66.8K)
Filed 2026-10-29
Endeavor Private Wealth, Inc.
DECREASED
Shares10,441 from 13,206
Change-2,765 (-21%)
Value$654.9K (-$255.4K)
Filed 2026-11-05
Asset Allocation & Management Company, LLC
UNCHANGED
Shares10,260 from 10,260
Change0 (0%)
Value$644 (-$63)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares10,223 from 7,624
Change+2,599 (+34%)
Value$641.3K (+$115.8K)
Filed 2026-10-29
Sterling Investment Management, LLC
INCREASED
Shares9,979 from 9,576
Change+403 (+4%)
Value$626.0K (-$34.1K)
Filed 2026-10-16
Prudent Man Advisors, LLC
UNCHANGED
Shares9,965 from 9,965
Change0 (0%)
Value$625.1K (-$61.8K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares9,949
Change+9,949
Value$647
Filed 2026-11-03
Bay Capital Advisors, LLC
DECREASED
Shares9,449 from 46,029
Change-36,580 (-79%)
Value$592.7K (-$2.6M)
Filed 2026-10-16
Ashton Thomas Securities, LLC
DECREASED
Shares9,298 from 13,406
Change-4,108 (-31%)
Value$583.3K (-$336.1K)
Filed 2026-10-26
Arlington Capital Management Inc
DECREASED
Shares9,143 from 9,826
Change-683 (-7%)
Value$573.5K (-$103.8K)
Filed 2026-10-30
Luminvest Wealth Management LLC
INCREASED
Shares8,833 from 8,724
Change+109 (+1%)
Value$554.1K (-$47.2K)
Filed 2026-10-14
Maia Wealth LLC
DECREASED
Shares8,632 from 9,187
Change-555 (-6%)
Value$541.5K (-$91.7K)
Filed 2026-10-19
Carolina Wealth Advisors, LLC
DECREASED
Shares8,085 from 8,696
Change-611 (-7%)
Value$507.2K (-$92.2K)
Filed 2026-10-23
Argonautica Private Wealth Management, Inc
INCREASED
Shares7,778 from 7,482
Change+296 (+4%)
Value$487.9K (-$27.8K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares7,769 from 6,389
Change+1,380 (+22%)
Value$487.4K (+$47.0K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
NEW
Shares7,238
Change+7,238
Value$454.0K
Filed 2026-11-03
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares7,180 from 8,566
Change-1,386 (-16%)
Value$450.4K (-$140.1K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED
Shares7,127 from 7,127
Change0 (0%)
Value$447.1K (-$44.2K)
Filed 2026-11-02
Visionary Horizons, LLC
INCREASED
Shares7,109 from 6,539
Change+570 (+9%)
Value$446.0K (-$4.8K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares6,901 from 6,055
Change+846 (+14%)
Value$432.9K (+$15.5K)
Filed 2026-10-01
Avior Wealth Management, LLC
DECREASED
Shares6,555 from 7,444
Change-889 (-12%)
Value$411.2K (-$101.9K)
Filed 2026-10-13
Global Financial Private Client, LLC
DECREASED
Shares6,457 from 8,174
Change-1,717 (-21%)
Value$405.0K (-$158.4K)
Filed 2026-10-15
Moors & Cabot, Inc.
INCREASED
Shares6,173 from 5,119
Change+1,054 (+21%)
Value$387.2K (+$34.4K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
NEW
Shares5,708
Change+5,708
Value$358.1K
Filed 2026-11-06
Mascagni Wealth Management, Inc.
DECREASED
Shares5,645 from 6,432
Change-787 (-12%)
Value$354.1K (-$89.2K)
Filed 2026-10-23
Center For Asset Management LLC
DECREASED
Shares5,333 from 5,491
Change-158 (-3%)
Value$334.5K (-$44.0K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares5,305 from 5,231
Change+74 (+1%)
Value$332.8K (-$27.8K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
INCREASED
Shares5,158 from 4,674
Change+484 (+10%)
Value$323.5K (+$1.4K)
Filed 2026-10-29
Cornerstone Planning Group LLC
INCREASED
Shares5,150 from 5,095
Change+55 (+1%)
Value$323.8K (-$15.9K)
Filed 2026-10-16
United Financial Planning Group LLC
INCREASED
Shares5,049 from 4,988
Change+61 (+1%)
Value$316.7K (-$27.1K)
Filed 2026-11-04
Integrated Wealth Management
DECREASED
Shares4,815 from 4,923
Change-108 (-2%)
Value$302.0K (-$37.3K)
Filed 2026-10-19
CGN Advisors LLC
INCREASED
Shares4,718 from 4,632
Change+86 (+2%)
Value$295.9K (-$23.3K)
Filed 2026-10-21
Capital Advisors Wealth Management, LLC
DECREASED
Shares4,694 from 7,277
Change-2,583 (-35%)
Value$294.5K (-$207.2K)
Filed 2026-10-09
PFG Advisors
INCREASED
Shares4,688 from 4,311
Change+377 (+9%)
Value$294.1K (-$3.1K)
Filed 2026-10-16
Creative Planning
DECREASED
Shares4,666 from 8,836
Change-4,170 (-47%)
Value$292.7K (-$316.4K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,568 from 140,270
Change-135,702 (-97%)
Value$286.5K (-$9.4M)
Filed 2026-11-03
Apella Capital, LLC
NEW
Shares4,560
Change+4,560
Value$284.6K
Filed 2026-10-08
Southland Equity Partners LLC
DECREASED
Shares4,508 from 4,782
Change-274 (-6%)
Value$282.8K (-$46.8K)
Filed 2026-10-14
Chapin Davis, Inc.
DECREASED
Shares4,369 from 4,497
Change-128 (-3%)
Value$274.1K (-$35.9K)
Filed 2026-10-09
Parallel Advisors, LLC
DECREASED
Shares4,147 from 4,215
Change-68 (-2%)
Value$260.1K (-$30.4K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares4,034 from 3,059
Change+975 (+32%)
Value$253.0K (+$42.2K)
Filed 2026-11-06
Prospera Financial Services Inc
NEW
Shares4,026
Change+4,026
Value$262.8K
Filed 2026-11-04
Diversified Trust Co
UNCHANGED
Shares4,002 from 4,002
Change0 (0%)
Value$251.0K (-$24.8K)
Filed 2026-11-06
Amtrust Financial Services, Inc.
NEW
Shares3,830
Change+3,830
Value$240.3K
Filed 2026-10-19
Choreo, LLC
DECREASED
Shares3,593 from 3,597
Change-4 (0%)
Value$225.4K (-$22.6K)
Filed 2026-10-28
Zenith Solutions, Inc.
INCREASED
Shares3,500 from 3,480
Change+20 (+1%)
Value$219.6K (-$20.3K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
NEW
Shares3,311
Change+3,311
Value$207.7K
Filed 2026-10-20
SeaCrest Wealth Management, LLC
NEW
Shares3,301
Change+3,301
Value$207.1K
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares3,260 from 3,206
Change+54 (+2%)
Value$204.5K (-$16.5K)
Filed 2026-10-14
RCS Financial Planning, LLC
DECREASED
Shares3,251 from 4,017
Change-766 (-19%)
Value$204.0K (-$72.9K)
Filed 2026-10-14
Kestra Investment Management, LLC
DECREASED
Shares3,233 from 3,447
Change-214 (-6%)
Value$202.8K (-$34.8K)
Filed 2026-11-04
Hedeker Wealth, LLC
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$201.4K (-$19.9K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares3,208 from 3,179
Change+29 (+1%)
Value$201.2K (-$17.9K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares3,072 from 2,379
Change+693 (+29%)
Value$192.7K (+$28.7K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares3,032 from 3,121
Change-89 (-3%)
Value$190.2K (-$24.9K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares2,655 from 2,141
Change+514 (+24%)
Value$166.5K (+$18.9K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares2,453 from 2,427
Change+26 (+1%)
Value$153.8K (-$13.5K)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares2,369 from 2,418
Change-49 (-2%)
Value$148.6K (-$18.1K)
Filed 2026-10-30
Compass Financial Management LLC
INCREASED
Shares2,254 from 2,242
Change+12 (+1%)
Value$141.4K (-$13.1K)
Filed 2026-10-30
City State Bank
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$131.7K (-$13.0K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares2,068 from 2,585
Change-517 (-20%)
Value$129.7K (-$48.5K)
Filed 2026-10-14
Reap Financial Group, LLC
INCREASED
Shares2,066 from 2,063
Change+3 (+0%)
Value$129.6K (-$12.6K)
Filed 2026-11-02
Caldwell Trust Co
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$117.3K (-$11.6K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
DECREASED
Shares1,736 from 3,728
Change-1,992 (-53%)
Value$108.9K (-$148.1K)
Filed 2026-10-28
Richardson Financial Services Inc.
UNCHANGED
Shares1,606 from 1,606
Change0 (0%)
Value$100.7K (-$10.0K)
Filed 2026-10-30
Spirit of America Management Corp
DECREASED
Shares1,483 from 100,885
Change-99,402 (-99%)
Value$93.4K (+$91.9K)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares1,288 from 1,288
Change0 (0%)
Value$88.8K ($0)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares1,221 from 1,219
Change+2 (+0%)
Value$76.6K (-$7.4K)
Filed 2026-10-20
Country Trust Bank
DECREASED
Shares945 from 1,560
Change-615 (-39%)
Value$59.3K (-$48.3K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares937 from 920
Change+17 (+2%)
Value$58.8K (-$4.7K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$55.3K (-$5.5K)
Filed 2026-10-21
Independence Bank of Kentucky
DECREASED
Shares837 from 937
Change-100 (-11%)
Value$52.5K (-$12.1K)
Filed 2026-10-26
Archer Investment Corp
INCREASED
Shares748 from 710
Change+38 (+5%)
Value$46.9K (-$2.0K)
Filed 2026-11-05
Pioneer Family Office, LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$43.2K (-$4.3K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares544 from 1,255
Change-711 (-57%)
Value$34.1K (-$52.4K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares542 from 246
Change+296 (+120%)
Value$34.0K (+$17.0K)
Filed 2026-10-29
Simplex Trading, LLC
NEW
Shares416
Change+416
Value$26.1K
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$25.8K (-$2.6K)
Filed 2026-11-03
Evolution Wealth Management Inc.
INCREASED
Shares376 from 373
Change+3 (+1%)
Value$23.6K (-$2.1K)
Filed 2026-10-28
Clearstead Advisors, LLC
DECREASED
Shares374 from 375
Change-1 (0%)
Value$23.5K (-$2.4K)
Filed 2026-11-06
Markowski Investments
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$20.4K (-$2.0K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares312 from 391
Change-79 (-20%)
Value$19.6K (-$7.4K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares311 from 302
Change+9 (+3%)
Value$19.5K (-$1.3K)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares304 from 2,717
Change-2,413 (-89%)
Value$19.1K (-$168.2K)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$17.4K (-$1.7K)
Filed 2026-11-03
Pacifica Partners Inc.
NEW
Shares222
Change+222
Value$13.9K
Filed 2026-10-09
Transce3nd, LLC
INCREASED
Shares217 from 30
Change+187 (+623%)
Value$13.9K (+$11.9K)
Filed 2026-10-26
Community Bank, N.A.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$13.5K (-$1.3K)
Filed 2026-11-06
Bangor Savings Bank
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$10.9K (-$1.1K)
Filed 2026-10-06
GK Wealth Management LLC
NEW
Shares171
Change+171
Value$10.7K
Filed 2026-10-09
Larson Financial Group LLC
DECREASED
Shares153 from 900
Change-747 (-83%)
Value$9.6K (-$52.4K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares144 from 84
Change+60 (+71%)
Value$9.0K (+$3.2K)
Filed 2026-11-04
Clark Wealth Partners
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$8.6K (-$849)
Filed 2026-10-19
Phillips Financial Management, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$7.2K (-$713)
Filed 2026-10-19
Cullen T Bankers, Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$7.2K (-$707)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$6 (-$7.0K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$6.3K (-$626)
Filed 2026-10-13
Montag A & Associates Inc
NEW
Shares97
Change+97
Value$6.1K
Filed 2026-10-29
Gilpin Wealth Management, LLC
NEW
Shares60
Change+60
Value$3.8K
Filed 2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.3K (-$322)
Filed 2026-10-05
Blueline Advisors LLC
DECREASED
Shares51 from 197
Change-146 (-74%)
Value$3.2K (-$10.4K)
Filed 2026-10-15
Advocate Investing Services LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.2K (-$316)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.7K (-$267)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.7K (-$266)
Filed 2026-10-15
Quaker Wealth Management, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.3K (-$229)
Filed 2026-10-22
Jacobi Capital Management LLC
NEW
Shares35
Change+35
Value$2.2K
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.9K (-$192)
Filed 2026-10-19
Hilltop National Bank
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.9K (-$192)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares27
Change+27
Value$1.7K
Filed 2026-10-27
CX Institutional
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Laurel Wealth Advisors LLC
NEW
Shares18
Change+18
Value$1.1K
Filed 2026-10-27
KFG LLC
NEW
Shares17
Change+17
Value$1.1K
Filed 2026-11-02
Rakuten Securities, Inc.
NEW
Shares12
Change+12
Value$753
Filed 2026-11-02
Clayton Financial Group LLC
NEW
Shares9
Change+9
Value$565
Filed 2026-10-13
GHP Investment Advisors, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$565 (-$56)
Filed 2026-10-15
Abound Wealth Management
NEW
Shares8
Change+8
Value$507
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$439 (-$44)
Filed 2026-10-07
DT Investment Partners, LLC
NEW
Shares5
Change+5
Value$314
Filed 2026-10-27
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 475,100
Change-475,100 (-100%)
Value$0 (-$32.7M)
Filed 2026-10-21
Ryan Investment Management, Inc.
CLOSED
Shares0 from 185,362
Change-185,362 (-100%)
Value$0 (-$12.8M)
Filed 2026-10-20
Rochester Wealth Strategies, LLC
CLOSED
Shares0 from 81,407
Change-81,407 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-03
Wilkins Miller Wealth Management, LLC
CLOSED
Shares0 from 32,747
Change-32,747 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-13
FDx Advisors, Inc.
CLOSED
Shares0 from 27,075
Change-27,075 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 9,378
Change-9,378 (-100%)
Value$0 (-$646.4K)
Filed 2026-10-21
Keudell ison Wealth Management
CLOSED
Shares0 from 8,038
Change-8,038 (-100%)
Value$0 (-$554.1K)
Filed 2026-10-16
Bokf, NA
CLOSED
Shares0 from 6,967
Change-6,967 (-100%)
Value$0 (-$480.2K)
Filed 2026-10-27
Grey Fox Wealth Advisors, LLC
CLOSED
Shares0 from 5,442
Change-5,442 (-100%)
Value$0 (-$375.1K)
Filed 2026-11-03
Encompass More Asset Management
CLOSED
Shares0 from 4,477
Change-4,477 (-100%)
Value$0 (-$308.6K)
Filed 2026-10-16
Tempo Wealth, LLC
CLOSED
Shares0 from 3,843
Change-3,843 (-100%)
Value$0 (-$264.9K)
Filed 2026-10-14
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 3,431
Change-3,431 (-100%)
Value$0 (-$236.5K)
Filed 2026-11-05
Hardworking Capital Advisors, LLC
CLOSED
Shares0 from 3,417
Change-3,417 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-20
World Equity Group, Inc.
CLOSED
Shares0 from 3,175
Change-3,175 (-100%)
Value$0 (-$218.8K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 3,173
Change-3,173 (-100%)
Value$0 (-$218.7K)
Filed 2026-10-19
Compass Ion Advisors, LLC
CLOSED
Shares0 from 3,171
Change-3,171 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 3,135
Change-3,135 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-27
Facet Wealth, Inc.
CLOSED
Shares0 from 2,904
Change-2,904 (-100%)
Value$0 (-$200.2K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,140
Change-2,140 (-100%)
Value$0 (-$147.5K)
Filed 2026-10-15
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 1,978
Change-1,978 (-100%)
Value$0 (-$136.3K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,873
Change-1,873 (-100%)
Value$0 (-$128.0K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 1,496
Change-1,496 (-100%)
Value$0 (-$103.1K)
Filed 2026-10-29
Atlatl Advisers LLC
CLOSED
Shares0 from 558
Change-558 (-100%)
Value$0 (-$38.5K)
Filed 2026-10-22
SYM Financial Corp
CLOSED
Shares0 from 302
Change-302 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-26
Main Street Group, LTD
CLOSED
Shares0 from 259
Change-259 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-28
NBT Bank, N.A.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Kingdom Financial Group Llc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$551)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$482)
Filed 2026-10-30
Mosley Wealth Management
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$207)
Filed 2026-10-16
Envestnet Asset Management Inc
N/A
Shares— from 13,866,536
Change-13,866,536 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 2,750,787
Change-2,750,787 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 2,132,736
Change-2,132,736 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,430,993
Change-1,430,993 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,141,474
Change-1,141,474 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,116,002
Change-1,116,002 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,055,206
Change-1,055,206 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,040,755
Change-1,040,755 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,015,014
Change-1,015,014 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 732,721
Change-732,721 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 608,738
Change-608,738 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 599,208
Change-599,208 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 571,211
Change-571,211 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 539,045
Change-539,045 (-100%)
Value—
UBS Group AG
N/A
Shares— from 489,773
Change-489,773 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 478,824
Change-478,824 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 416,117
Change-416,117 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 375,234
Change-375,234 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 366,958
Change-366,958 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 318,197
Change-318,197 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 283,577
Change-283,577 (-100%)
Value—
&partners
N/A
Shares— from 280,448
Change-280,448 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 254,760
Change-254,760 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 227,070
Change-227,070 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 224,084
Change-224,084 (-100%)
Value—
Betterment LLC
N/A
Shares— from 214,113
Change-214,113 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 209,762
Change-209,762 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 194,588
Change-194,588 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 180,997
Change-180,997 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 166,412
Change-166,412 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 143,517
Change-143,517 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 129,734
Change-129,734 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 127,606
Change-127,606 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 123,480
Change-123,480 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 111,715
Change-111,715 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 99,163
Change-99,163 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 98,823
Change-98,823 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 94,214
Change-94,214 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 85,643
Change-85,643 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 83,990
Change-83,990 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 77,932
Change-77,932 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 77,492
Change-77,492 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 70,909
Change-70,909 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 70,416
Change-70,416 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 60,824
Change-60,824 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 60,121
Change-60,121 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 57,915
Change-57,915 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 53,395
Change-53,395 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 52,586
Change-52,586 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 47,802
Change-47,802 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 47,447
Change-47,447 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 47,237
Change-47,237 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 46,406
Change-46,406 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 42,060
Change-42,060 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 40,815
Change-40,815 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 36,356
Change-36,356 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 36,052
Change-36,052 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 35,180
Change-35,180 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 34,477
Change-34,477 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 33,838
Change-33,838 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 33,491
Change-33,491 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 32,523
Change-32,523 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 31,645
Change-31,645 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 28,961
Change-28,961 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 28,779
Change-28,779 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 24,333
Change-24,333 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 23,531
Change-23,531 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,082
Change-23,082 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 22,319
Change-22,319 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 21,701
Change-21,701 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 21,538
Change-21,538 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 21,285
Change-21,285 (-100%)
Value—
Nwam LLC
N/A
Shares— from 19,974
Change-19,974 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 19,831
Change-19,831 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,026
Change-18,026 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 17,566
Change-17,566 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,456
Change-15,456 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 14,785
Change-14,785 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 13,716
Change-13,716 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,030
Change-13,030 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,870
Change-12,870 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 12,864
Change-12,864 (-100%)
Value—
Bank of Marin
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,588
Change-12,588 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,971
Change-11,971 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 11,853
Change-11,853 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11,402
Change-11,402 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 10,113
Change-10,113 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,714
Change-9,714 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,635
Change-9,635 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 8,960
Change-8,960 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,367
Change-8,367 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,164
Change-8,164 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,716
Change-7,716 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 7,654
Change-7,654 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,067
Change-7,067 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 6,191
Change-6,191 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 6,013
Change-6,013 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 5,105
Change-5,105 (-100%)
Value—
Invst, LLC
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 482
Change-482 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 471
Change-471 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 385
Change-385 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 324
Change-324 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 249
Change-249 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 139
Change-139 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
EFG International AG
N/A
Shares— from 101
Change-101 (-100%)
Value—
Toews Corp
N/A
Shares— from 59
Change-59 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 43
Change-43 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 34
Change-34 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 15
Change-15 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6
Change-6 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED3,027,5453,030,083-2,5380%$208.9M$189.9M-$18.9M2026-11-06
Bank of New York Mellon Corp
INCREASED1,628,3141,577,446+50,868+3%$108.7M$102.1M-$6.6M2026-11-05
Exchange Traded Concepts, LLC
DECREASED824,9691,962,978-1,138,009-58%$135.3M$51.8M-$83.6M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED636,253671,716-35,463-5%$46.3M$39.9K-$46.3M2026-11-02
Truist Financial Corp
INCREASED481,475427,581+53,894+13%$29.5M$30.2M+$729.8K2026-10-30
Strong Tower Advisory Services
INCREASED375,638370,423+5,215+1%$25.5M$23.6M-$2.0M2026-10-13
Clark Asset Management, LLC
INCREASED318,196284,943+33,253+12%$19.6M$20.0M+$319.4K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED300,013321,333-21,320-7%$22.1M$18.8M-$3.3M2026-10-16
Regions Financial Corp
INCREASED295,960295,832+128+0%$20.4M$18.6M-$1.8M2026-11-05
Beacon Capital Management, Inc.
DECREASED288,958579,071-290,113-50%$39.9M$18.1M-$21.8M2026-10-13
Idaho Trust Co
INCREASED255,198222,112+33,086+15%$15.3M$16.0M+$695.8K2026-11-04
Principal Financial Group Inc
DECREASED244,936251,115-6,179-2%$17.3M$15.4M-$1.9M2026-11-02
Greenup Street Wealth Management LLC
INCREASED243,375196,029+47,346+24%$13.5M$15.3M+$1.8M2026-10-28
ETF Portfolio Partners, Inc.
DECREASED230,569286,670-56,101-20%$19.8M$14.5M-$5.3M2026-10-22
Thrivent Financial for Lutherans
INCREASED210,267200,996+9,271+5%$13.9M$13.2K-$13.9M2026-11-05
Daymark Wealth Partners, LLC
INCREASED179,905166,474+13,431+8%$11.5M$11.3M-$189.6K2026-11-04
PNC Financial Services Group, Inc.
INCREASED178,597178,190+407+0%$12.3M$11.2M-$1.1M2026-11-06
MGO One Seven LLC
INCREASED173,71490,536+83,178+92%$6.2M$10.9M+$4.7M2026-10-28
Evergreen Wealth Management, LLC
INCREASED169,401161,241+8,160+5%$11.1M$10.6M-$487.8K2026-11-06
Platt Investment Counsel, LLC
DECREASED159,642164,964-5,322-3%$11.4M$10.0M-$1.4M2026-10-07
Wincap Financial LLC
DECREASED158,676193,644-34,968-18%$13.3M$10.0M-$3.4M2026-10-20
Evolution Advisers, Inc.
INCREASED151,061150,385+676+0%$10.4M$9.6M-$791.8K2026-11-06
NYL Investors LLC
INCREASED149,928146,377+3,551+2%$10.1M$9.4M-$684.8K2026-11-03
Atria Investments, Inc
DECREASED131,958138,321-6,363-5%$9.5M$8.3M-$1.3M2026-10-15
Crestwood Advisors Group, LLC
DECREASED131,847153,584-21,737-14%$10.6M$8.3M-$2.3M2026-10-27
EverSource Wealth Advisors, LLC
INCREASED125,766123,953+1,813+1%$8.5M$7.9M-$654.8K2026-11-04
Commonwealth Equity Services, LLC
INCREASED123,77993,532+30,247+32%$6.4M$7.8M+$1.3M2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED121,083114,027+7,056+6%$7.9M$7.6M-$264.3K2026-10-14
Sellwood Investment Partners LLC
INCREASED117,585108,373+9,212+9%$7.5M$7.4M-$94.0K2026-11-03
Parker Financial LLC
INCREASED110,176105,916+4,260+4%$7.3M$6.9M-$388.1K2026-11-05
CoreCap Advisors, LLC
INCREASED107,76593,889+13,876+15%$6.5M$6.8M+$288.4K2026-10-08
PFW Advisors LLC
INCREASED104,27199,799+4,472+4%$6.9M$6.5M-$338.2K2026-10-07
TD Private Client Wealth LLC
DECREASED102,962167,958-64,996-39%$11.6M$6.5M-$5.1M2026-10-28
Brookstone Capital Management
DECREASED101,891103,882-1,991-2%$7.2M$6.4M-$769.0K2026-10-22
SigFig Wealth Management, LLC
INCREASED100,01498,063+1,951+2%$6.8M$6.3M-$551.3K2026-10-07
Bay Harbor Wealth Management, LLC
INCREASED98,43997,321+1,118+1%$6.7M$6.2M-$533.3K2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED94,32395,326-1,003-1%$6.6M$5.9M-$653.9K2026-10-05
Trilogy Capital Inc.
DECREASED93,320227,536-134,216-59%$15.7M$5.9M-$9.8M2026-10-20
Assetmark, Inc
INCREASED90,12079,822+10,298+13%$5.5M$5.7M+$151.1K2026-10-21
Leeward Financial Partners, LLC
INCREASED83,40382,969+434+1%$5.7M$5.2M-$487.2K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED83,12579,219+3,906+5%$5.5M$5.2M-$246.1K2026-11-05
Flagstar Securities, Inc
INCREASED80,05979,376+683+1%$5.5M$5.0M-$449.4K2026-10-15
Farther Finance Advisors, LLC
INCREASED79,41973,032+6,387+9%$5.0M$5.0M-$52.1K2026-10-08
Aspire Private Capital, LLC
INCREASED73,44967,930+5,519+8%$4.7M$4.6M-$74.9K2026-11-05
Parr Mcknight Wealth Management Group, LLC
INCREASED64,08160,535+3,546+6%$4.2M$4.0M-$152.9K2026-10-30
Level Financial Advisors
INCREASED64,03651,081+12,955+25%$3.5M$4.0M+$496.0K2026-10-13
Arcadia Wealth Management, LLC
DECREASED62,37868,048-5,670-8%$4.7M$3.9M-$777.6K2026-10-22
Money Concepts Capital Corp
DECREASED58,61563,658-5,043-8%$4.4M$3.7M-$711.0K2026-11-06
First Heartland Consultants, Inc.
DECREASED57,58357,796-2130%$4.0M$3.6M-$371.7K2026-10-08
Kestra Advisory Services, LLC
INCREASED54,89834,713+20,185+58%$2.4M$3.4M+$1.1M2026-11-02
SBI Securities Co., Ltd.
DECREASED50,13852,015-1,877-4%$3.6M$3.1M-$440.2K2026-10-22
Hohimer Wealth Management, LLC
INCREASED45,90344,291+1,612+4%$3.1M$2.9M-$173.5K2026-11-04
Elevated Capital Advisors, LLC
INCREASED45,64745,268+379+1%$3.1M$2.9M-$256.9K2026-11-04
Sagace Wealth Management LLC
INCREASED43,80040,342+3,458+9%$2.8M$2.7M-$33.2K2026-10-28
Fifth Third Securities, Inc.
INCREASED42,46623,895+18,571+78%$1.6M$2.7M+$1.0M2026-10-21
Park Avenue Securities LLC
DECREASED39,00958,466-19,457-33%$4.0M$2.4K-$4.0M2026-10-26
Ascent Wealth Partners, LLC
INCREASED38,09824,242+13,856+57%$1.7M$2.4M+$718.9K2026-10-23
Horizons Wealth Management
NEW37,020—+37,020——$2.3M—2026-10-05
Retirement Wealth Solutions LLC
INCREASED36,78236,565+217+1%$2.5M$2.3M-$213.1K2026-10-07
Focus Financial Network, Inc.
DECREASED36,77437,963-1,189-3%$2.6M$2.3M-$310.0K2026-10-14
Courier Capital LLC
NEW35,747—+35,747——$2.2M—2026-10-19
Valmark Advisers, Inc.
DECREASED35,62336,430-807-2%$2.5M$2.2M-$276.5K2026-11-06
Womack Financial LLC
INCREASED35,18933,778+1,411+4%$2.3M$2.2M-$120.9K2026-10-14
Capital Investment Advisors, LLC
INCREASED34,02033,741+279+1%$2.3M$2.1M-$191.7K2026-10-22
Brighton Securities Corp.
INCREASED33,61632,174+1,442+4%$2.2M$2.1M-$109.0K2026-10-08
D.A. Davidson & Co.
DECREASED33,56233,649-870%$2.3M$2.1M-$214.1K2026-10-28
Citigroup Inc
INCREASED33,32729,856+3,471+12%$2.1M$2.1M+$32.6K2026-11-04
VestGen Advisors, LLC
DECREASED31,19236,034-4,842-13%$2.5M$2.0M-$527.2K2026-10-27
Lanark Financial, Inc.
INCREASED28,18827,771+417+2%$1.9M$1.8M-$146.1K2026-10-26
Sigma Planning Corp
DECREASED27,80356,695-28,892-51%$3.9M$1.8M-$2.2M2026-10-23
Burk Holdings LLC
INCREASED25,77724,305+1,472+6%$1.7M$1.6M-$58.4K2026-11-05
HT Partners LLC
INCREASED25,56425,264+300+1%$1.7M$1.6M-$137.8K2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED23,25124,907-1,656-7%$1.7M$1.5M-$274.9K2026-10-13
Transcendent Capital Group LLC
DECREASED21,55723,698-2,141-9%$1.6M$1.4M-$281.2K2026-10-28
Fifth Third Bancorp
DECREASED21,52930,200-8,671-29%$2.1M$1.4M-$731.1K2026-11-05
BLB&B Advisors, LLC
UNCHANGED21,48621,48600%$1.5M$1.3M-$133.2K2026-10-27
Secure Asset Management, LLC
DECREASED20,37443,802-23,428-53%$3.0M$1.3M-$1.7M2026-10-19
Legacy Wealth Partners, LLC
INCREASED19,54518,134+1,411+8%$1.2M$1.2M-$23.9K2026-10-15
Independent Financial Group, LLC
INCREASED19,16618,561+605+3%$1.3M$1.2M-$77.1K2026-10-13
Compound Planning, Inc.
INCREASED18,19113,794+4,397+32%$950.8K$1.1M+$190.3K2026-11-05
Veratis Advisors, Inc.
DECREASED18,02026,508-8,488-32%$1.8M$1.1M-$696.7K2026-11-03
Absolute Capital Management, LLC
INCREASED17,48815,314+2,174+14%$1.1M$1.1M+$41.4K2026-10-16
Sutton Place Investors LLC
INCREASED17,35517,278+77+0%$1.2M$1.1M-$102.3K2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED16,90816,981-730%$1.2M$1.1M-$109.8K2026-10-08
RFG Advisory, LLC
DECREASED16,53316,940-407-2%$1.2M$1.0M-$130.6K2026-11-03
North Star Investment Management Corp.
INCREASED15,68312,033+3,650+30%$829.4K$983.8K+$154.3K2026-10-27
US Bancorp \de\
DECREASED15,67017,099-1,429-8%$1.2M$983.0K-$196.0K2026-11-05
AMG National Trust Bank
INCREASED15,64114,630+1,011+7%$1.0M$981.2K-$27.3K2026-11-05
Websterrogers Financial Advisors, LLC
DECREASED14,02914,265-236-2%$983.4K$880.0K-$103.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED13,4158,742+4,673+53%$589.9K$843.1K+$253.2K2026-10-13
Ascent Group, LLC
DECREASED13,07613,106-300%$903.4K$820.3K-$83.1K2026-10-30
Global Wealth Management Investment Advisory, Inc.
DECREASED12,71012,714-40%$876.4K$797.3K-$79.1K2026-11-04
Guidance Capital, Inc
INCREASED11,78911,411+378+3%$768.8K$766.4K-$2.4K2026-11-03
Outlook Wealth Advisors, LLC
INCREASED11,4269,418+2,008+21%$649.2K$716.8K+$67.6K2026-10-28
Retirement Guys Formula LLC
DECREASED10,90311,504-601-5%$793.5K$686.5K-$107.0K2026-10-26
Soltis Investment Advisors LLC
INCREASED10,73610,649+87+1%$734.0K$673.5K-$60.6K2026-10-28
Oppenheimer & Co Inc
DECREASED10,69414,263-3,569-25%$983.1K$670.8K-$312.3K2026-10-26
Security Financial Services, Inc.
DECREASED10,55810,577-190%$729.1K$662.3K-$66.8K2026-10-29
Endeavor Private Wealth, Inc.
DECREASED10,44113,206-2,765-21%$910.3K$654.9K-$255.4K2026-11-05
Asset Allocation & Management Company, LLC
UNCHANGED10,26010,26000%$707$644-$632026-10-13
Vise Technologies, Inc.
INCREASED10,2237,624+2,599+34%$525.5K$641.3K+$115.8K2026-10-29
Sterling Investment Management, LLC
INCREASED9,9799,576+403+4%$660.1K$626.0K-$34.1K2026-10-16
Prudent Man Advisors, LLC
UNCHANGED9,9659,96500%$686.9K$625.1K-$61.8K2026-11-03
M Holdings Securities, Inc.
NEW9,949—+9,949——$647—2026-11-03
Bay Capital Advisors, LLC
DECREASED9,44946,029-36,580-79%$3.2M$592.7K-$2.6M2026-10-16
Ashton Thomas Securities, LLC
DECREASED9,29813,406-4,108-31%$919.4K$583.3K-$336.1K2026-10-26
Arlington Capital Management Inc
DECREASED9,1439,826-683-7%$677.3K$573.5K-$103.8K2026-10-30
Luminvest Wealth Management LLC
INCREASED8,8338,724+109+1%$601.3K$554.1K-$47.2K2026-10-14
Maia Wealth LLC
DECREASED8,6329,187-555-6%$633.2K$541.5K-$91.7K2026-10-19
Carolina Wealth Advisors, LLC
DECREASED8,0858,696-611-7%$599.4K$507.2K-$92.2K2026-10-23
Argonautica Private Wealth Management, Inc
INCREASED7,7787,482+296+4%$515.7K$487.9K-$27.8K2026-11-02
Signal Advisors Wealth, LLC
INCREASED7,7696,389+1,380+22%$440.4K$487.4K+$47.0K2026-10-13
W.H. Cornerstone Investments Inc.
NEW7,238—+7,238——$454.0K—2026-11-03
Kingsbury Capital Investment Advisors LLC
DECREASED7,1808,566-1,386-16%$590.5K$450.4K-$140.1K2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED7,1277,12700%$491.3K$447.1K-$44.2K2026-11-02
Visionary Horizons, LLC
INCREASED7,1096,539+570+9%$450.7K$446.0K-$4.8K2026-10-22
Stonebridge Financial Group, LLC
INCREASED6,9016,055+846+14%$417.4K$432.9K+$15.5K2026-10-01
Avior Wealth Management, LLC
DECREASED6,5557,444-889-12%$513.1K$411.2K-$101.9K2026-10-13
Global Financial Private Client, LLC
DECREASED6,4578,174-1,717-21%$563.4K$405.0K-$158.4K2026-10-15
Moors & Cabot, Inc.
INCREASED6,1735,119+1,054+21%$352.9K$387.2K+$34.4K2026-11-06
Kestra Private Wealth Services, LLC
NEW5,708—+5,708——$358.1K—2026-11-06
Mascagni Wealth Management, Inc.
DECREASED5,6456,432-787-12%$443.4K$354.1K-$89.2K2026-10-23
Center For Asset Management LLC
DECREASED5,3335,491-158-3%$378.5K$334.5K-$44.0K2026-10-16
Acorn Wealth Advisors, LLC
INCREASED5,3055,231+74+1%$360.6K$332.8K-$27.8K2026-10-19
Koshinski Asset Management, Inc.
INCREASED5,1584,674+484+10%$322.2K$323.5K+$1.4K2026-10-29
Cornerstone Planning Group LLC
INCREASED5,1505,095+55+1%$339.7K$323.8K-$15.9K2026-10-16
United Financial Planning Group LLC
INCREASED5,0494,988+61+1%$343.8K$316.7K-$27.1K2026-11-04
Integrated Wealth Management
DECREASED4,8154,923-108-2%$339.3K$302.0K-$37.3K2026-10-19
CGN Advisors LLC
INCREASED4,7184,632+86+2%$319.3K$295.9K-$23.3K2026-10-21
Capital Advisors Wealth Management, LLC
DECREASED4,6947,277-2,583-35%$501.6K$294.5K-$207.2K2026-10-09
PFG Advisors
INCREASED4,6884,311+377+9%$297.2K$294.1K-$3.1K2026-10-16
Creative Planning
DECREASED4,6668,836-4,170-47%$609.1K$292.7K-$316.4K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED4,568140,270-135,702-97%$9.7M$286.5K-$9.4M2026-11-03
Apella Capital, LLC
NEW4,560—+4,560——$284.6K—2026-10-08
Southland Equity Partners LLC
DECREASED4,5084,782-274-6%$329.6K$282.8K-$46.8K2026-10-14
Chapin Davis, Inc.
DECREASED4,3694,497-128-3%$310.0K$274.1K-$35.9K2026-10-09
Parallel Advisors, LLC
DECREASED4,1474,215-68-2%$290.5K$260.1K-$30.4K2026-11-03
Merit Financial Group, LLC
INCREASED4,0343,059+975+32%$210.8K$253.0K+$42.2K2026-11-06
Prospera Financial Services Inc
NEW4,026—+4,026——$262.8K—2026-11-04
Diversified Trust Co
UNCHANGED4,0024,00200%$275.9K$251.0K-$24.8K2026-11-06
Amtrust Financial Services, Inc.
NEW3,830—+3,830——$240.3K—2026-10-19
Choreo, LLC
DECREASED3,5933,597-40%$247.9K$225.4K-$22.6K2026-10-28
Zenith Solutions, Inc.
INCREASED3,5003,480+20+1%$239.8K$219.6K-$20.3K2026-10-19
Prime Capital Investment Advisors, LLC
NEW3,311—+3,311——$207.7K—2026-10-20
SeaCrest Wealth Management, LLC
NEW3,301—+3,301——$207.1K—2026-10-21
XY Planning Network, Inc.
INCREASED3,2603,206+54+2%$221.0K$204.5K-$16.5K2026-10-14
RCS Financial Planning, LLC
DECREASED3,2514,017-766-19%$276.9K$204.0K-$72.9K2026-10-14
Kestra Investment Management, LLC
DECREASED3,2333,447-214-6%$237.6K$202.8K-$34.8K2026-11-04
Hedeker Wealth, LLC
UNCHANGED3,2113,21100%$221.3K$201.4K-$19.9K2026-10-23
United Advisor Group, LLC
INCREASED3,2083,179+29+1%$219.1K$201.2K-$17.9K2026-11-03
Rossby Financial, LCC
INCREASED3,0722,379+693+29%$164.0K$192.7K+$28.7K2026-11-05
Blue Trust, Inc.
DECREASED3,0323,121-89-3%$215.1K$190.2K-$24.9K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED2,6552,141+514+24%$147.6K$166.5K+$18.9K2026-11-05
Raleigh Capital Management Inc.
INCREASED2,4532,427+26+1%$167.3K$153.8K-$13.5K2026-10-28
Spire Wealth Management
DECREASED2,3692,418-49-2%$166.7K$148.6K-$18.1K2026-10-30
Compass Financial Management LLC
INCREASED2,2542,242+12+1%$154.5K$141.4K-$13.1K2026-10-30
City State Bank
UNCHANGED2,1002,10000%$144.8K$131.7K-$13.0K2026-10-20
Mather Group, Llc.
DECREASED2,0682,585-517-20%$178.2K$129.7K-$48.5K2026-10-14
Reap Financial Group, LLC
INCREASED2,0662,063+3+0%$142.2K$129.6K-$12.6K2026-11-02
Caldwell Trust Co
UNCHANGED1,8701,87000%$128.9K$117.3K-$11.6K2026-10-30
Buck Wealth Strategies, LLC
DECREASED1,7363,728-1,992-53%$257.0K$108.9K-$148.1K2026-10-28
Richardson Financial Services Inc.
UNCHANGED1,6061,60600%$110.7K$100.7K-$10.0K2026-10-30
Spirit of America Management Corp
DECREASED1,483100,885-99,402-99%$1.5K$93.4K+$91.9K2026-10-14
Allworth Financial LP
UNCHANGED1,2881,28800%$88.8K$88.8K$02026-11-06
Private Trust Co NA
INCREASED1,2211,219+2+0%$84.0K$76.6K-$7.4K2026-10-20
Country Trust Bank
DECREASED9451,560-615-39%$107.5K$59.3K-$48.3K2026-10-30
Cape Investment Advisory, Inc.
INCREASED937920+17+2%$63.4K$58.8K-$4.7K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED88288200%$60.8K$55.3K-$5.5K2026-10-21
Independence Bank of Kentucky
DECREASED837937-100-11%$64.6K$52.5K-$12.1K2026-10-26
Archer Investment Corp
INCREASED748710+38+5%$48.9K$46.9K-$2.0K2026-11-05
Pioneer Family Office, LLC
UNCHANGED68968900%$47.5K$43.2K-$4.3K2026-10-30
Creative Financial Designs Inc
DECREASED5441,255-711-57%$86.5K$34.1K-$52.4K2026-11-04
Signature Equity Partners, LLC
INCREASED542246+296+120%$17.0K$34.0K+$17.0K2026-10-29
Simplex Trading, LLC
NEW416—+416——$26.1K—2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED41241200%$28.4K$25.8K-$2.6K2026-11-03
Evolution Wealth Management Inc.
INCREASED376373+3+1%$25.7K$23.6K-$2.1K2026-10-28
Clearstead Advisors, LLC
DECREASED374375-10%$25.8K$23.5K-$2.4K2026-11-06
Markowski Investments
UNCHANGED32532500%$22.4K$20.4K-$2.0K2026-10-30
IFP Advisors, Inc
DECREASED312391-79-20%$27.0K$19.6K-$7.4K2026-10-16
Capital Investment Advisory Services, LLC
INCREASED311302+9+3%$20.8K$19.5K-$1.3K2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3042,717-2,413-89%$187.3K$19.1K-$168.2K2026-10-14
Asset Dedication, LLC
UNCHANGED27727700%$19.1K$17.4K-$1.7K2026-11-03
Pacifica Partners Inc.
NEW222—+222——$13.9K—2026-10-09
Transce3nd, LLC
INCREASED21730+187+623%$2.0K$13.9K+$11.9K2026-10-26
Community Bank, N.A.
UNCHANGED21521500%$14.8K$13.5K-$1.3K2026-11-06
Bangor Savings Bank
UNCHANGED17417400%$12.0K$10.9K-$1.1K2026-10-06
GK Wealth Management LLC
NEW171—+171——$10.7K—2026-10-09
Larson Financial Group LLC
DECREASED153900-747-83%$62.1K$9.6K-$52.4K2026-11-05
AlphaCore Capital LLC
INCREASED14484+60+71%$5.8K$9.0K+$3.2K2026-11-04
Clark Wealth Partners
UNCHANGED13713700%$9.4K$8.6K-$8492026-10-19
Phillips Financial Management, LLC
UNCHANGED11511500%$7.9K$7.2K-$7132026-10-19
Cullen T Bankers, Inc.
UNCHANGED11411400%$7.9K$7.2K-$7072026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED10210200%$7.0K$6-$7.0K2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED10110100%$7.0K$6.3K-$6262026-10-13
Montag A & Associates Inc
NEW97—+97——$6.1K—2026-10-29
Gilpin Wealth Management, LLC
NEW60—+60——$3.8K—2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED525200%$3.6K$3.3K-$3222026-10-05
Blueline Advisors LLC
DECREASED51197-146-74%$13.6K$3.2K-$10.4K2026-10-15
Advocate Investing Services LLC
UNCHANGED515100%$3.5K$3.2K-$3162026-10-26
Key FInancial Inc
UNCHANGED434300%$3.0K$2.7K-$2672026-11-02
Wolff Wiese Magana LLC
UNCHANGED434300%$3.0K$2.7K-$2662026-10-15
Quaker Wealth Management, LLC
UNCHANGED373700%$2.6K$2.3K-$2292026-10-22
Jacobi Capital Management LLC
NEW35—+35——$2.2K—2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED313100%$2.1K$1.9K-$1922026-10-19
Hilltop National Bank
UNCHANGED313100%$2.1K$1.9K-$1922026-10-14
Latitude Advisors, LLC
NEW27—+27——$1.7K—2026-10-27
CX Institutional
UNCHANGED212100%$1$1$02026-10-02
Laurel Wealth Advisors LLC
NEW18—+18——$1.1K—2026-10-27
KFG LLC
NEW17—+17——$1.1K—2026-11-02
Rakuten Securities, Inc.
NEW12—+12——$753—2026-11-02
Clayton Financial Group LLC
NEW9—+9——$565—2026-10-13
GHP Investment Advisors, Inc.
UNCHANGED9900%$621$565-$562026-10-15
Abound Wealth Management
NEW8—+8——$507—2026-10-26
Investors Research Corp
UNCHANGED7700%$483$439-$442026-10-07
DT Investment Partners, LLC
NEW5—+5——$314—2026-10-27
Ocean Park Asset Management, LLC
CLOSED0475,100-475,100-100%$32.7M$0-$32.7M2026-10-21
Ryan Investment Management, Inc.
CLOSED0185,362-185,362-100%$12.8M$0-$12.8M2026-10-20
Rochester Wealth Strategies, LLC
CLOSED081,407-81,407-100%$5.6M$0-$5.6M2026-11-03
Wilkins Miller Wealth Management, LLC
CLOSED032,747-32,747-100%$2.3M$0-$2.3M2026-10-13
FDx Advisors, Inc.
CLOSED027,075-27,075-100%$1.9M$0-$1.9M2026-11-05
Axxcess Wealth Management, LLC
CLOSED09,378-9,378-100%$646.4K$0-$646.4K2026-10-21
Keudell ison Wealth Management
CLOSED08,038-8,038-100%$554.1K$0-$554.1K2026-10-16
Bokf, NA
CLOSED06,967-6,967-100%$480.2K$0-$480.2K2026-10-27
Grey Fox Wealth Advisors, LLC
CLOSED05,442-5,442-100%$375.1K$0-$375.1K2026-11-03
Encompass More Asset Management
CLOSED04,477-4,477-100%$308.6K$0-$308.6K2026-10-16
Tempo Wealth, LLC
CLOSED03,843-3,843-100%$264.9K$0-$264.9K2026-10-14
Smith Partners Wealth Management, LLC
CLOSED03,431-3,431-100%$236.5K$0-$236.5K2026-11-05
Hardworking Capital Advisors, LLC
CLOSED03,417-3,417-100%$235.5K$0-$235.5K2026-10-20
World Equity Group, Inc.
CLOSED03,175-3,175-100%$218.8K$0-$218.8K2026-10-14
Laurel OAK Wealth Management, LLC
CLOSED03,173-3,173-100%$218.7K$0-$218.7K2026-10-19
Compass Ion Advisors, LLC
CLOSED03,171-3,171-100%$218.6K$0-$218.6K2026-10-23
Chicago Partners Investment Group LLC
CLOSED03,135-3,135-100%$208.2K$0-$208.2K2026-10-27
Facet Wealth, Inc.
CLOSED02,904-2,904-100%$200.2K$0-$200.2K2026-11-04
AdvisorNet Financial, Inc
CLOSED02,140-2,140-100%$147.5K$0-$147.5K2026-10-15
Ironwood Wealth Management, Llc.
CLOSED01,978-1,978-100%$136.3K$0-$136.3K2026-10-28
International Assets Investment Management, LLC
CLOSED01,873-1,873-100%$128.0K$0-$128.0K2026-11-02
Tucker Asset Management LLC
CLOSED01,496-1,496-100%$103.1K$0-$103.1K2026-10-29
Atlatl Advisers LLC
CLOSED0558-558-100%$38.5K$0-$38.5K2026-10-22
SYM Financial Corp
CLOSED0302-302-100%$20.8K$0-$20.8K2026-10-26
Main Street Group, LTD
CLOSED0259-259-100%$17.9K$0-$17.9K2026-10-28
NBT Bank, N.A.
CLOSED0100-100-100%$6.9K$0-$6.9K2026-10-21
Gill Capital Partners, LLC
CLOSED056-56-100%$3.9K$0-$3.9K2026-10-13
Kingdom Financial Group Llc.
CLOSED08-8-100%$551$0-$5512026-11-04
Smallwood Wealth Investment Management, LLC
CLOSED07-7-100%$482$0-$4822026-10-30
Mosley Wealth Management
CLOSED03-3-100%$207$0-$2072026-10-16
Envestnet Asset Management Inc
N/A—13,866,536-13,866,536-100%$955.8M———
Lincoln National Corp
N/A—2,750,787-2,750,787-100%$189.6M———
Karpus Management, Inc.
N/A—2,132,736-2,132,736-100%$147.0M———
Wells Fargo & Company
N/A—1,430,993-1,430,993-100%$98.6M———
Royal Bank of Canada
N/A—1,141,474-1,141,474-100%$78.7M———
Ameriprise Financial Inc
N/A—1,116,002-1,116,002-100%$76.9M———
Goldman Sachs Group Inc
N/A—1,055,206-1,055,206-100%$72.7M———
Cetera Investment Advisers
N/A—1,040,755-1,040,755-100%$71.7M———
Bank of America Corp
N/A—1,015,014-1,015,014-100%$70.0M———
Osaic Holdings, Inc.
N/A—732,721-732,721-100%$50.5M———
Morgan Stanley
N/A—608,738-608,738-100%$42.0M———
Metropolitan Life Insurance Co
N/A—599,208-599,208-100%$41.3M———
Janney Montgomery Scott LLC
N/A—571,211-571,211-100%$39.4M———
Vanguard Advisers Inc
N/A—539,045-539,045-100%$37.2M———
UBS Group AG
N/A—489,773-489,773-100%$33.8M———
Envestnet Portfolio Solutions, Inc.
N/A—478,824-478,824-100%$33.0M———
Northwestern Mutual Wealth Management Co
N/A—416,117-416,117-100%$28.7M———
Koss-Olinger Consulting, LLC
N/A—375,234-375,234-100%$25.9M———
Orion Porfolio Solutions, LLC
N/A—366,958-366,958-100%$25.3M———
MML Investors Services, LLC
N/A—318,197-318,197-100%$21.9M———
Raymond James Financial Inc
N/A—283,577-283,577-100%$19.5M———
&partners
N/A—280,448-280,448-100%$19.3M———
NewEdge Advisors, LLC
N/A—254,760-254,760-100%$17.6M———
Stifel Financial Corp
N/A—227,070-227,070-100%$15.7M———
CreativeOne Wealth, LLC
N/A—224,084-224,084-100%$15.4M———
Betterment LLC
N/A—214,113-214,113-100%$14.8M———
Waterford Advisors, LLC
N/A—209,762-209,762-100%$16.3M———
Ameritas Advisory Services, LLC
N/A—194,588-194,588-100%$13.4M———
BlueStem Wealth Partners, LLC
N/A—180,997-180,997-100%$12.5M———
Peapack Gladstone Financial Corp
N/A—166,412-166,412-100%$11.5M———
Summit Wealth Group, LLC
N/A—143,517-143,517-100%$9.9M———
Addison Capital Co
N/A—129,734-129,734-100%$8.9M———
World Investment Advisors
N/A—127,606-127,606-100%$8.8M———
One Wealth Map LLC
N/A—123,480-123,480-100%$8.2M———
Nest Investments, LLC
N/A—111,715-111,715-100%$7.7M———
Sovereign Financial Group, Inc.
N/A—99,163-99,163-100%$6.8M———
Mutual Advisors, LLC
N/A—98,823-98,823-100%$6.8M———
JPMorgan Chase & Co
N/A—94,214-94,214-100%$6.6M———
Jones Financial Companies Lllp
N/A—85,643-85,643-100%$6.0M———
DiPaolo Financial Group, Inc.
N/A—83,990-83,990-100%$5.8M———
Cerity Partners LLC
N/A—77,932-77,932-100%$5.4M———
Seeds Investor LLC
N/A—77,492-77,492-100%$5.3M———
Main Street Financial Solutions, LLC
N/A—70,909-70,909-100%$4.9M———
Liberty Wealth Management LLC
N/A—70,416-70,416-100%$4.8M———
Waverly Advisors, LLC
N/A—60,824-60,824-100%$4.2M———
Cornerstone Financial Group, LLC
N/A—60,121-60,121-100%$4.1M———
Troutman Wealth Management, LLC
N/A—57,915-57,915-100%$4.0M———
Capital Investment Management, Inc.
N/A—53,395-53,395-100%$3.7M———
Sanctuary Advisors, LLC
N/A—52,586-52,586-100%$3.6M———
Harbour Investments, Inc.
N/A—47,802-47,802-100%$3.3M———
UBS Asset Management Americas LLC
N/A—47,447-47,447-100%$3.3M———
Pinney & Scofield, Inc.
N/A—47,237-47,237-100%$3.3M———
Strategic Investment Advisors / MI
N/A—46,406-46,406-100%$3.2M———
Wealthfront Advisers LLC
N/A—42,060-42,060-100%$2.9M———
Bank of Hawaii
N/A—40,815-40,815-100%$2.8M———
Shelter Mutual Insurance Co
N/A—38,000-38,000-100%$2.6M———
Hopwood Nicholas Hunter
N/A—36,356-36,356-100%$2.5M———
Focus Partners Wealth
N/A—36,052-36,052-100%$2.5M———
Dakota Wealth Management
N/A—35,180-35,180-100%$2.4M———
Pitcairn Wealth Advisors LLC
N/A—34,477-34,477-100%$2.4M———
Smartleaf Asset Management LLC
N/A—33,838-33,838-100%$2.4M———
AE Wealth Management LLC
N/A—33,491-33,491-100%$2.3M———
Richmond Brothers, Inc.
N/A—32,523-32,523-100%$2.2M———
Vanguard National Trust Co
N/A—31,645-31,645-100%$2.2M———
Proffitt & Goodson Inc
N/A—30,000-30,000-100%$2.1M———
HighTower Advisors, LLC
N/A—28,961-28,961-100%$2.0M———
Capital Analysts, LLC
N/A—28,779-28,779-100%$2.0M———
FPC Investment Advisory, Inc.
N/A—24,333-24,333-100%$1.6M———
Financial Engines Advisors L.L.C.
N/A—23,531-23,531-100%$1.6M———
Citadel Advisors LLC
N/A—23,082-23,082-100%$1.6M———
Prostatis Group LLC
N/A—22,319-22,319-100%$1.5M———
Savvy Advisors, Inc.
N/A—21,701-21,701-100%$1.5M———
Quadrature Capital Ltd
N/A—21,538-21,538-100%$1.5M———
Capital Group Private Client Services, Inc.
N/A—21,285-21,285-100%$1.5M———
Nwam LLC
N/A—19,974-19,974-100%$1.4M———
Coppell Advisory Solutions LLC
N/A—19,831-19,831-100%$752.9K———
Advisory Services Network, LLC
N/A—18,026-18,026-100%$1.2M———
Geneos Wealth Management Inc.
N/A—17,566-17,566-100%$1.2M———
Jane Street Group, LLC
N/A—15,456-15,456-100%$1.1M———
FSB Premier Wealth Management, Inc.
N/A—14,785-14,785-100%$1.0M———
LifePlan Investment Advisors, Inc.
N/A—13,910-13,910-100%$958.8K———
M&T Bank Corp
N/A—13,716-13,716-100%$945.4K———
Mercer Global Advisors Inc
N/A—13,030-13,030-100%$898.2K———
Vestmark Advisory Solutions, Inc.
N/A—12,870-12,870-100%$887.1K———
Hershey Financial Advisers, LLC
N/A—12,864-12,864-100%$886.7K———
Bank of Marin
N/A—12,800-12,800-100%$882.3K———
Arkadios Wealth Advisors
N/A—12,590-12,590-100%$867.8K———
BFC Planning, Inc.
N/A—12,588-12,588-100%$867.7K———
GWN Securities Inc.
N/A—11,971-11,971-100%$825.2K———
Ausdal Financial Partners, Inc.
N/A—11,857-11,857-100%$817.3K———
Prudential Financial Inc
N/A—11,853-11,853-100%$817.0K———
Transamerica Financial Advisors, LLC
N/A—11,402-11,402-100%$786.0K———
Tranquilli Financial Advisor LLC
N/A—10,240-10,240-100%$705.8K———
17 Capital Partners, LLC
N/A—10,113-10,113-100%$697.1K———
Kovack Advisors, Inc.
N/A—9,714-9,714-100%$664.1K———
Steward Partners Investment Advisory, LLC
N/A—9,635-9,635-100%$664.1K———
Belpointe Asset Management LLC
N/A—9,542-9,542-100%$657.7K———
Darwin Wealth Management, LLC
N/A—9,377-9,377-100%$646.4K———
Roundview Capital LLC
N/A—8,960-8,960-100%$617.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,772-8,772-100%$604.7K———
KMT Wealth Management, LLC
N/A—8,566-8,566-100%$590.5K———
Integrated Wealth Concepts LLC
N/A—8,543-8,543-100%$588.9K———
Western Wealth Management, LLC
N/A—8,367-8,367-100%$576.8K———
Rockefeller Capital Management L.P.
N/A—8,293-8,293-100%$571.6K———
Stephens Inc
N/A—8,164-8,164-100%$562.8K———
HRT Financial LP
N/A—7,716-7,716-100%$531.0K———
Scotia Capital Inc.
N/A—7,654-7,654-100%$527.6K———
Private Advisor Group, LLC
N/A—7,620-7,620-100%$525.2K———
Mariner, LLC
N/A—7,067-7,067-100%$487.1K———
SlateStone Wealth, LLC
N/A—6,191-6,191-100%$427.0K———
NI Acquisitions Company, LLC
N/A—6,075-6,075-100%$1.8M———
Pacific Financial Group Inc
N/A—6,013-6,013-100%$414.4K———
Maripau Wealth Management LLC
N/A—5,892-5,892-100%$406.2K———
National Bank of Canada
N/A—5,772-5,772-100%$397.7K———
Captrust Financial Advisors
N/A—5,770-5,770-100%$397.7K———
Westbourne Investments, Inc.
N/A—5,741-5,741-100%$395.7K———
Silver OAK Securities, Incorporated
N/A—5,487-5,487-100%$378.2K———
Van Diest Capital, LLC
N/A—5,134-5,134-100%$353.9K———
Timbuktu Capital Management, LLC
N/A—5,105-5,105-100%$351.9K———
Invst, LLC
N/A—5,067-5,067-100%$349.3K———
Sequent Planning LLC
N/A—5,045-5,045-100%$347.7K———
Laird Norton Wetherby Trust Company, LLC
N/A—4,980-4,980-100%$343.3K———
Gateway Wealth Partners, LLC
N/A—4,970-4,970-100%$342.6K———
Brookwood Investment Group LLC
N/A—4,930-4,930-100%$339.8K———
Webster Bank, N. A.
N/A—4,915-4,915-100%$338.8K———
Foundations Investment Advisors, LLC
N/A—4,866-4,866-100%$335.4K———
Beacon Pointe Advisors, LLC
N/A—4,496-4,496-100%$309.9K———
VestGen Investment Management
N/A—4,491-4,491-100%$309.6K———
Susquehanna International Group, LLP
N/A—4,225-4,225-100%$291.2K———
Fiduciary Financial Advisors
N/A—4,167-4,167-100%$286.9K———
Shepherd Wealth Management Ltd Liability Co
N/A—4,065-4,065-100%$312.5K———
Global Retirement Partners, LLC
N/A—3,889-3,889-100%$268.1K———
Westfuller Advisors, LLC
N/A—3,870-3,870-100%$266.8K———
Pinnacle Financial Partners, Inc.
N/A—3,829-3,829-100%$264.0K———
Axis Wealth Partners, LLC
N/A—3,807-3,807-100%$262.4K———
GeoWealth Management, LLC
N/A—3,783-3,783-100%$260.8K———
MAI Capital Management
N/A—3,521-3,521-100%$242.7K———
Equitable Holdings, Inc.
N/A—3,292-3,292-100%$226.9K———
Keystone Financial Group
N/A—3,242-3,242-100%$223.5K———
Redwood Investment Management, LLC
N/A—3,223-3,223-100%$222.0K———
Qube Research & Technologies Ltd
N/A—3,180-3,180-100%$219.2K———
Potomac Fund Management Inc
N/A—3,102-3,102-100%$213.8K———
EP Wealth Advisors, LLC
N/A—3,080-3,080-100%$212.3K———
Maridea Wealth Management LLC
N/A—2,998-2,998-100%$206.7K———
FSA Advisors, Inc.
N/A—2,969-2,969-100%$204.6K———
FMR LLC
N/A—2,949-2,949-100%$203.3K———
Florida Financial Advisors, LLC
N/A—2,914-2,914-100%$200.8K———
Twin City Private Wealth, LLC
N/A—2,535-2,535-100%$174.8K———
Capital Advisor Network LLC
N/A—2,374-2,374-100%$163.6K———
Centaurus Financial, Inc.
N/A—1,976-1,976-100%$136.0K———
Blair William & Co
N/A—1,788-1,788-100%$123.2K———
IFG Advisory, LLC
N/A—1,571-1,571-100%$108.3K———
Founders Financial Alliance, LLC
N/A—1,514-1,514-100%$104.4K———
Richard W. Paul & Associates, LLC
N/A—1,325-1,325-100%$91.3K———
Oakmont Advisory Group, LLC
N/A—947-947-100%$65.3K———
Continuum Advisory, LLC
N/A—504-504-100%$34.8K———
Huntington National Bank
N/A—482-482-100%$33.2K———
Franklin Resources Inc
N/A—471-471-100%$32.5K———
Caitlin John, LLC
N/A—440-440-100%$30.3K———
Colonial Trust Co / SC
N/A—436-436-100%$30.4K———
Crews Bank & Trust
N/A—385-385-100%$26.5K———
SHP Wealth Management
N/A—324-324-100%$22.3K———
Truvestments Capital LLC
N/A—322-322-100%$22.7K———
Keating Financial Advisory Services, Inc.
N/A—249-249-100%$17.2K———
Godfrey Financial Associates, Inc.
N/A—239-239-100%$16.5K———
Frazier Financial Advisors, LLC
N/A—234-234-100%$16.1K———
Mark Sheptoff Financial Planning, LLC
N/A—178-178-100%$12.3K———
WealthShield Partners, LLC
N/A—177-177-100%$12.2K———
Dunhill Financial, LLC
N/A—145-145-100%$10.0K———
Arax Advisory Partners
N/A—139-139-100%$9.6K———
Private Wealth Asset Management, LLC
N/A—125-125-100%$8.6K———
Harborfront Financial Group LLC
N/A—115-115-100%$7.9K———
O'shaughnessy Asset Management, LLC
N/A—112-112-100%$7.7K———
EFG International AG
N/A—101-101-100%$7.0K———
Toews Corp
N/A—59-59-100%$4.0K———
Cordant, Inc.
N/A—58-58-100%$4.0K———
Bogart Wealth, LLC
N/A—56-56-100%$3.9K———
Orion Capital Management LLC
N/A—52-52-100%$3.6K———
Ameriflex Group, Inc.
N/A—51-51-100%$3.5K———
Hollencrest Capital Management
N/A—43-43-100%$3.0K———
Napier Financial, LLC
N/A—42-42-100%$2.9K———
Fourth Dimension Wealth, LLC
N/A—40-40-100%$2.8K———
Johnson Financial Group, Inc.
N/A—35-35-100%$2.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—34-34-100%$2.3K———
N.E.W. Advisory Services LLC
N/A—28-28-100%$1.9K———
Mpwm Advisory Solutions, LLC
N/A—27-27-100%$1.9K———
Aptus Capital Advisors, LLC
N/A—17-17-100%$1.2K———
Federation des caisses Desjardins du Quebec
N/A—15-15-100%$1.0K———
Strategic Wealth Partners, Ltd.
N/A—6-6-100%$414———
SOA Wealth Advisors, Llc.
N/A—3-3-100%$219———
Financial Gravity Companies, Inc.
N/A—2-2-100%$138———
Tower Research Capital LLC (TRC)
N/A—1-1-100%$69———
Luminist Capital LLC
N/A—00—$4.0K———
Showing 438 of 438 institutions