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Wisdomtree Emerging Markets (DEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,317,860 from 2,153,138
Change+164,722 (+8%)
Value$128.2M (+$12.4M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares2,161,735 from 2,144,092
Change+17,643 (+1%)
Value$119.6M (+$4.2M)
Filed 2026-11-02
Kestra Investment Management, LLC
DECREASED
Shares1,666,585 from 1,677,279
Change-10,694 (-1%)
Value$92.2M (+$2.0M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares1,123,585 from 295,951
Change+827,634 (+280%)
Value$62.1M (+$46.2M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares810,274 from 435,794
Change+374,480 (+86%)
Value$44.8M (+$21.4M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares493,836 from 475,803
Change+18,033 (+4%)
Value$27.3M (+$1.7M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares476,678 from 434,774
Change+41,904 (+10%)
Value$25.9M (+$2.5M)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED
Shares398,744 from 402,722
Change-3,978 (-1%)
Value$22.1M (+$392.1K)
Filed 2026-10-13
Aspiriant, LLC
DECREASED
Shares353,031 from 360,842
Change-7,811 (-2%)
Value$19.5M (+$116.5K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
INCREASED
Shares273,163 from 270,844
Change+2,319 (+1%)
Value$15.1M (+$539.9K)
Filed 2026-10-07
Valmark Advisers, Inc.
INCREASED
Shares259,921 from 250,218
Change+9,703 (+4%)
Value$14.4M (+$917.0K)
Filed 2026-11-06
Linscomb Wealth, Inc.
DECREASED
Shares243,744 from 252,249
Change-8,505 (-3%)
Value$13.5M (-$87.0K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
INCREASED
Shares233,872 from 229,674
Change+4,198 (+2%)
Value$12.9M (+$581.3K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares206,187 from 196,235
Change+9,952 (+5%)
Value$11.4M (+$848.7K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares178,121 from 164,313
Change+13,808 (+8%)
Value$9.9M (+$1.0M)
Filed 2026-10-28
Cheviot Value Management, LLC
INCREASED
Shares128,848 from 127,512
Change+1,336 (+1%)
Value$7.1M (+$267.7K)
Filed 2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares122,524 from 123,112
Change-588 (0%)
Value$6.8M (+$154.6K)
Filed 2026-10-27
Cornerstone Wealth Group, LLC
INCREASED
Shares122,488 from 121,284
Change+1,204 (+1%)
Value$6.8M (+$250.9K)
Filed 2026-11-02
Freedom Day Solutions, LLC
INCREASED
Shares115,636 from 96,226
Change+19,410 (+20%)
Value$6.4M (+$1.2M)
Filed 2026-10-20
Stonebridge Wealth Management, LLC
INCREASED
Shares96,845 from 96,088
Change+757 (+1%)
Value$5.4M (+$187.9K)
Filed 2026-10-09
Investors Research Corp
INCREASED
Shares96,781 from 88,578
Change+8,203 (+9%)
Value$5.4M (+$588.3K)
Filed 2026-10-07
Old Port Advisors
INCREASED
Shares94,958 from 94,200
Change+758 (+1%)
Value$5.3M (+$185.2K)
Filed 2026-10-23
Marks Group Wealth Management, Inc
NEW
Shares88,494
Change+88,494
Value$4.9M
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares87,271 from 88,450
Change-1,179 (-1%)
Value$4.8M (+$69.2K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares86,852 from 84,539
Change+2,313 (+3%)
Value$4.8M (+$256.4K)
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares81,843 from 74,809
Change+7,034 (+9%)
Value$4.5M (+$502.8K)
Filed 2026-11-03
Viewpoint Investment Partners Corp
INCREASED
Shares77,000 from 65,600
Change+11,400 (+17%)
Value$4.3M (+$730.2K)
Filed 2026-10-26
Good Harbor Advisors, Inc.
INCREASED
Shares76,497 from 67,232
Change+9,265 (+14%)
Value$4.2M (+$614.6K)
Filed 2026-10-20
Meramec Financial Planners, LLC
DECREASED
Shares71,258 from 75,590
Change-4,332 (-6%)
Value$3.8M (-$276.6K)
Filed 2026-11-09
Meridian Wealth Management, LLC
NEW
Shares69,350
Change+69,350
Value$3.8M
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares64,386 from 63,304
Change+1,082 (+2%)
Value$3.6M (+$156.1K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares60,106 from 50,277
Change+9,829 (+20%)
Value$3.3M (+$620.1K)
Filed 2026-11-04
Summit Global Investments
INCREASED
Shares59,887 from 58,580
Change+1,307 (+2%)
Value$3.3K (-$3.1M)
Filed 2026-10-28
HighTower Advisors, LLC
INCREASED
Shares54,152 from 53,647
Change+505 (+1%)
Value$3.0M (+$109.4K)
Filed 2026-11-10
Apeiron RIA LLC
DECREASED
Shares54,123 from 54,883
Change-760 (-1%)
Value$3.0M (+$19.2K)
Filed 2026-10-08
WealthPlan Investment Management, LLC
INCREASED
Shares50,456 from 39,870
Change+10,586 (+27%)
Value$2.8M (+$646.1K)
Filed 2026-10-15
CX Institutional
INCREASED
Shares46,790 from 35,940
Change+10,850 (+30%)
Value$2.6K (+$655)
Filed 2026-10-02
Dynamic Advisor Solutions LLC
INCREASED
Shares46,672 from 45,416
Change+1,256 (+3%)
Value$2.6M (+$138.5K)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
INCREASED
Shares43,460 from 40,420
Change+3,040 (+8%)
Value$2.4M (+$229.6K)
Filed 2026-11-06
FFG Retirement Advisors LLC
DECREASED
Shares41,894 from 42,268
Change-374 (-1%)
Value$2.3M (+$43.5K)
Filed 2026-10-20
Moody National Bank Trust Division
INCREASED
Shares41,356 from 39,747
Change+1,609 (+4%)
Value$2.3M (+$149.4K)
Filed 2026-10-06
Canandaigua National Trust Co of Florida
NEW
Shares40,507
Change+40,507
Value$2.2M
Filed 2026-10-07
Greenleaf Trust
DECREASED
Shares38,717 from 39,374
Change-657 (-2%)
Value$2.1M (+$23.5K)
Filed 2026-10-29
NewSquare Capital LLC
INCREASED
Shares36,757 from 35,653
Change+1,104 (+3%)
Value$2.0M (+$115.3K)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares35,835 from 35,265
Change+570 (+2%)
Value$2.0M (+$85.2K)
Filed 2026-11-09
First City Capital Management, Inc.
DECREASED
Shares34,316 from 35,039
Change-723 (-2%)
Value$1.9M (+$13.3K)
Filed 2026-10-27
McKinley Carter Wealth Services, Inc.
DECREASED
Shares31,211 from 32,257
Change-1,046 (-3%)
Value$1.7M (-$8.8K)
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
NEW
Shares30,000
Change+30,000
Value$1.7M
Filed 2026-11-05
MFG Investments, LLC
NEW
Shares29,090
Change+29,090
Value$1.6M
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares29,031 from 26,811
Change+2,220 (+8%)
Value$1.6M (+$163.5K)
Filed 2026-10-21
MBA Advisors LLC
DECREASED
Shares27,914 from 28,730
Change-816 (-3%)
Value$1.5M (-$1.5K)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares27,632 from 23,448
Change+4,184 (+18%)
Value$1.5M (+$267.1K)
Filed 2026-10-27
GFS Advisors, LLC
DECREASED
Shares27,399 from 27,734
Change-335 (-1%)
Value$1.5M (+$1.5M)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares26,758 from 25,277
Change+1,481 (+6%)
Value$1.5M (+$120.3K)
Filed 2026-10-26
Sincerus Advisory, LLC
INCREASED
Shares26,408 from 26,081
Change+327 (+1%)
Value$1.5M (+$57.7K)
Filed 2026-10-09
Eagle Strategies LLC
DECREASED
Shares26,265 from 27,633
Change-1,368 (-5%)
Value$1.5M (-$33.7K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares26,112 from 27,536
Change-1,424 (-5%)
Value$1.4K (-$1.5M)
Filed 2026-11-02
Wealthfront Advisers LLC
DECREASED
Shares26,074 from 31,212
Change-5,138 (-16%)
Value$1.4M (-$236.7K)
Filed 2026-11-09
Financial Partners Group, Inc
DECREASED
Shares25,216 from 27,224
Change-2,008 (-7%)
Value$1.4M (-$69.6K)
Filed 2026-10-19
Mirador Capital Partners LP
INCREASED
Shares24,932 from 24,375
Change+557 (+2%)
Value$1.4M (+$67.9K)
Filed 2026-10-09
AlTi Global, Inc.
UNCHANGED
Shares24,565 from 24,565
Change0 (0%)
Value$1.4M (+$37.3K)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares24,361 from 19,528
Change+4,833 (+25%)
Value$1.3K (-$1.0M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares24,120 from 21,561
Change+2,559 (+12%)
Value$1.3M (+$174.4K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares23,240 from 30,419
Change-7,179 (-24%)
Value$1.3M (-$350.8K)
Filed 2026-10-16
Croban
NEW
Shares23,112
Change+23,112
Value$1.3M
Filed 2026-11-09
Beacon Financial Group
DECREASED
Shares22,818 from 24,138
Change-1,320 (-5%)
Value$1.3M (-$36.3K)
Filed 2026-10-19
Asset One Wealth Management LLC
DECREASED
Shares21,422 from 28,957
Change-7,535 (-26%)
Value$1.2M (-$373.3K)
Filed 2026-11-02
Islay Capital Management, LLC
UNCHANGED
Shares20,343 from 20,343
Change0 (0%)
Value$1.1M (+$30.9K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares20,335 from 18,538
Change+1,797 (+10%)
Value$1.1M (+$127.6K)
Filed 2026-11-06
Great Diamond Partners, LLC
DECREASED
Shares20,120 from 20,525
Change-405 (-2%)
Value$1.1M (+$8.8K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares19,624 from 18,074
Change+1,550 (+9%)
Value$1.1M (+$113.2K)
Filed 2026-11-04
Evanson Financial, LLC
DECREASED
Shares19,530 from 20,695
Change-1,165 (-6%)
Value$1.1M (-$33.0K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares19,507 from 12,312
Change+7,195 (+58%)
Value$1.1M (+$416.7K)
Filed 2026-10-23
Next Level Private LLC
INCREASED
Shares19,290 from 19,145
Change+145 (+1%)
Value$1.1M (+$37.1K)
Filed 2026-10-20
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares18,781 from 16,251
Change+2,530 (+16%)
Value$1.0M (+$164.6K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
INCREASED
Shares17,732 from 13,872
Change+3,860 (+28%)
Value$980.8K (+$234.6K)
Filed 2026-10-29
J2 Capital Management Inc
DECREASED
Shares17,620 from 17,688
Change-68 (0%)
Value$974.6K (+$23.2K)
Filed 2026-10-19
Pinnacle Associates LTD
NEW
Shares16,985
Change+16,985
Value$939.4K
Filed 2026-10-20
SBI Securities Co., Ltd.
DECREASED
Shares16,784 from 16,931
Change-147 (-1%)
Value$928.3K (+$17.6K)
Filed 2026-10-22
Northcape Wealth Management, LLC
DECREASED
Shares16,461 from 16,474
Change-13 (0%)
Value$910.5K (+$24.3K)
Filed 2026-11-04
Steel Grove Capital Advisors, LLC
INCREASED
Shares16,316 from 15,665
Change+651 (+4%)
Value$902.4K (+$59.8K)
Filed 2026-10-13
Bahl & Gaynor LLC
NEW
Shares16,175
Change+16,175
Value$894.6K
Filed 2026-11-05
Kraematon Investment Advisors, Inc
INCREASED
Shares15,968 from 15,913
Change+55 (+0%)
Value$883.2K (+$27.2K)
Filed 2026-11-02
Sunbeam Capital Management, LLC
INCREASED
Shares15,521 from 15,502
Change+19 (+0%)
Value$858.5K (+$24.7K)
Filed 2026-11-05
Brandywine OAK Private Wealth LLC
DECREASED
Shares15,324 from 15,883
Change-559 (-4%)
Value$847.6K (-$6.8K)
Filed 2026-10-23
Fund Evaluation Group, LLC
NEW
Shares15,115
Change+15,115
Value$836.0K
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares14,901 from 17,866
Change-2,965 (-17%)
Value$824.2K (-$136.8K)
Filed 2026-10-08
Balefire, LLC
NEW
Shares14,655
Change+14,655
Value$810.6K
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares14,651 from 15,160
Change-509 (-3%)
Value$810.4K (-$5.1K)
Filed 2026-10-08
Nfsg Corp
DECREASED
Shares14,410 from 14,920
Change-510 (-3%)
Value$797.0K (-$5.5K)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares14,026 from 12,476
Change+1,550 (+12%)
Value$776 (-$670.2K)
Filed 2026-11-05
Jnba Financial Advisors
DECREASED
Shares13,996 from 14,615
Change-619 (-4%)
Value$774.1K (-$12.0K)
Filed 2026-11-03
Great Valley Advisor Group, Inc.
INCREASED
Shares13,606 from 9,904
Change+3,702 (+37%)
Value$752.6K (+$219.9K)
Filed 2026-11-09
ERn Financial, LLC
DECREASED
Shares13,485 from 13,595
Change-110 (-1%)
Value$745.9K (+$14.6K)
Filed 2026-10-28
Camelot Portfolios, LLC
DECREASED
Shares13,038 from 13,448
Change-410 (-3%)
Value$721.2K (-$2.2K)
Filed 2026-11-09
Barnes Wealth Management Group, Inc
DECREASED
Shares12,936 from 13,214
Change-278 (-2%)
Value$715.5K (+$4.6K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares12,853 from 12,651
Change+202 (+2%)
Value$710.9K (+$30.4K)
Filed 2026-10-23
Altfest L J & Co Inc
INCREASED
Shares11,945 from 11,671
Change+274 (+2%)
Value$660.7K (+$32.9K)
Filed 2026-10-27
Romano Brothers and Company
DECREASED
Shares11,750 from 12,550
Change-800 (-6%)
Value$649.9K (-$25.2K)
Filed 2026-10-22
Montecito Bank & Trust
DECREASED
Shares11,317 from 11,411
Change-94 (-1%)
Value$625.9K (+$12.1K)
Filed 2026-10-01
Rockingstone Advisors LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$619.5K (+$17.0K)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares11,025 from 10,891
Change+134 (+1%)
Value$611.6K (+$25.7K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares10,875 from 15,094
Change-4,219 (-28%)
Value$601.5K (-$210.4K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares10,789 from 10,593
Change+196 (+2%)
Value$596.7K (+$26.9K)
Filed 2026-10-26
Able Wealth Management LLC
DECREASED
Shares10,732 from 10,955
Change-223 (-2%)
Value$599.2K (+$9.9K)
Filed 2026-10-13
Portland Financial Advisors Inc
UNCHANGED
Shares10,450 from 10,450
Change0 (0%)
Value$578.0K (+$15.9K)
Filed 2026-10-26
Algorithmic Investment Models, LLC
NEW
Shares10,029
Change+10,029
Value$554.7K
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED
Shares9,598 from 9,826
Change-228 (-2%)
Value$530.9K (+$2.3K)
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED
Shares9,362 from 9,521
Change-159 (-2%)
Value$517.8K (+$5.7K)
Filed 2026-10-08
Key FInancial Inc
INCREASED
Shares9,307 from 9,305
Change+2 (+0%)
Value$514.8K (+$14.3K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares9,288 from 8,947
Change+341 (+4%)
Value$513.8K (+$32.5K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares9,134 from 8,394
Change+740 (+9%)
Value$505.2K (+$53.7K)
Filed 2026-10-16
Procyon Advisors, LLC
UNCHANGED
Shares8,653 from 8,653
Change0 (0%)
Value$478.6K (+$13.2K)
Filed 2026-10-21
IFG Advisory, LLC
DECREASED
Shares8,219 from 8,459
Change-240 (-3%)
Value$454.6K (-$452)
Filed 2026-11-09
AlphaCore Capital LLC
INCREASED
Shares8,216 from 8,186
Change+30 (+0%)
Value$454.4K (+$14.1K)
Filed 2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares8,195
Change+8,195
Value$453.3K
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares8,093 from 8,189
Change-96 (-1%)
Value$447.6K (+$7.1K)
Filed 2026-10-22
Titleist Asset Management, LLC
DECREASED
Shares8,043 from 10,336
Change-2,293 (-22%)
Value$444.9K (-$111.1K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares7,910 from 7,875
Change+35 (+0%)
Value$437.5K (+$13.9K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares7,872 from 6,764
Change+1,108 (+16%)
Value$435.4K (+$71.6K)
Filed 2026-10-15
US Bancorp \de\
UNCHANGED
Shares7,868 from 7,868
Change0 (0%)
Value$435.2K (+$12.0K)
Filed 2026-11-05
Wedbush Securities Inc
NEW
Shares7,514
Change+7,514
Value$416
Filed 2026-10-22
Invested Advisors
INCREASED
Shares7,417 from 7,372
Change+45 (+1%)
Value$410.3K (+$13.7K)
Filed 2026-10-23
Visionary Horizons, LLC
DECREASED
Shares7,400 from 7,645
Change-245 (-3%)
Value$409.3K (-$1.9K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,395 from 5,400
Change+1,995 (+37%)
Value$409.0K (+$119.9K)
Filed 2026-10-13
Aspen Investment Management Inc
UNCHANGED
Shares7,370 from 7,370
Change0 (0%)
Value$408 (+$12)
Filed 2026-11-05
Argyle Capital Partners, LLC
DECREASED
Shares6,875 from 8,224
Change-1,349 (-16%)
Value$380.3K (-$62.1K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED
Shares6,773 from 5,858
Change+915 (+16%)
Value$372.9K (+$56.9K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares6,752 from 6,682
Change+70 (+1%)
Value$373.4K (+$14.0K)
Filed 2026-10-19
Evergreen Capital Management LLC
UNCHANGED
Shares6,686 from 6,686
Change0 (0%)
Value$369.8K (+$10.2K)
Filed 2026-10-23
Opus Financial Solutions LLC
INCREASED
Shares6,598 from 6,273
Change+325 (+5%)
Value$364.9K (+$27.5K)
Filed 2026-11-06
Quartz Partners, LLC
INCREASED
Shares6,531 from 6,180
Change+351 (+6%)
Value$361.2K (+$28.8K)
Filed 2026-11-03
Kondo Wealth Advisors, Inc.
INCREASED
Shares6,443 from 6,365
Change+78 (+1%)
Value$356.4K (+$14.0K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares6,373 from 6,227
Change+146 (+2%)
Value$352.5K (+$17.5K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
DECREASED
Shares6,330 from 6,480
Change-150 (-2%)
Value$350.1K (+$1.5K)
Filed 2026-10-07
New England Private Wealth Advisors LLC
INCREASED
Shares6,264 from 6,258
Change+6 (+0%)
Value$346.5K (+$12.4K)
Filed 2026-10-19
Belpointe Asset Management LLC
UNCHANGED
Shares6,140 from 6,140
Change0 (0%)
Value$339.6K (+$9.3K)
Filed 2026-11-09
Creative Financial Designs Inc
INCREASED
Shares6,122 from 3,344
Change+2,778 (+83%)
Value$338.6K (+$158.8K)
Filed 2026-11-04
Discipline Wealth Solutions, LLC
DECREASED
Shares6,053 from 6,127
Change-74 (-1%)
Value$334.8K (+$5.2K)
Filed 2026-10-14
Ascent Group, LLC
NEW
Shares6,009
Change+6,009
Value$332.4K
Filed 2026-10-30
Fairway Wealth LLC
INCREASED
Shares5,973 from 2,378
Change+3,595 (+151%)
Value$330.4K (+$202.6K)
Filed 2026-10-30
StoneX Group Inc.
INCREASED
Shares5,915 from 4,988
Change+927 (+19%)
Value$327.1K (+$58.8K)
Filed 2026-11-03
Klingman & Associates, LLC
DECREASED
Shares5,684 from 5,749
Change-65 (-1%)
Value$314.4K (+$5.1K)
Filed 2026-10-20
Pine Valley Investments Ltd Liability Co
INCREASED
Shares5,482 from 5,375
Change+107 (+2%)
Value$303.2K (+$14.1K)
Filed 2026-11-09
Prospera Financial Services Inc
NEW
Shares5,448
Change+5,448
Value$287.7K
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares5,426 from 17,821
Change-12,395 (-70%)
Value$300.1K (-$658.5K)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares5,252 from 5,088
Change+164 (+3%)
Value$290.5K (+$16.8K)
Filed 2026-10-19
TopTier Wealth Management, LLC
DECREASED
Shares5,147 from 5,401
Change-254 (-5%)
Value$284.7K (-$5.9K)
Filed 2026-10-16
Legacy Wealth Partners, LLC
NEW
Shares5,043
Change+5,043
Value$278.9K
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares4,990 from 4,990
Change0 (0%)
Value$276.0K (+$7.6K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares4,896 from 3,638
Change+1,258 (+35%)
Value$270.8K (+$75.1K)
Filed 2026-11-06
Moller Wealth Partners
DECREASED
Shares4,894 from 5,894
Change-1,000 (-17%)
Value$270.7K (-$46.4K)
Filed 2026-10-15
Avion Wealth
INCREASED
Shares4,886 from 4,881
Change+5 (+0%)
Value$270 (-$261.7K)
Filed 2026-11-04
Breakwater Capital Group
INCREASED
Shares4,877 from 4,442
Change+435 (+10%)
Value$269.7K (+$30.8K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares4,875 from 4,762
Change+113 (+2%)
Value$269.6K (+$13.5K)
Filed 2026-10-30
Advisory Solutions Group, LLC
NEW
Shares4,471
Change+4,471
Value$247.3K
Filed 2026-10-14
Austin Wealth Management, LLC
INCREASED
Shares4,381 from 3,843
Change+538 (+14%)
Value$241.2K (+$38.0K)
Filed 2026-11-06
Avestar Capital, LLC
INCREASED
Shares4,376 from 4,320
Change+56 (+1%)
Value$242.0K (+$9.7K)
Filed 2026-10-28
Your Advocates Ltd., LLP
DECREASED
Shares4,331 from 4,352
Change-21 (0%)
Value$239.5K (+$5.5K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares4,264 from 1,340
Change+2,924 (+218%)
Value$235.8K (+$163.8K)
Filed 2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares4,185 from 4,453
Change-268 (-6%)
Value$231.4K (-$8.1K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares3,991 from 3,937
Change+54 (+1%)
Value$220.8K (+$9.0K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
NEW
Shares3,985
Change+3,985
Value$220.4K
Filed 2026-10-21
Narus Financial Partners, LLC
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$218.8K (+$6.0K)
Filed 2026-10-19
Leavell Investment Management, Inc.
INCREASED
Shares3,850 from 3,765
Change+85 (+2%)
Value$212.9K (+$10.4K)
Filed 2026-11-09
Clayton Financial Group LLC
INCREASED
Shares3,816 from 3,793
Change+23 (+1%)
Value$211.1K (+$7.1K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares3,781 from 2,700
Change+1,081 (+40%)
Value$209 (+$64)
Filed 2026-10-27
B&D White Capital Company, LLC
UNCHANGED
Shares3,760 from 3,760
Change0 (0%)
Value$208.0K (+$5.7K)
Filed 2026-11-02
Geneos Wealth Management Inc.
DECREASED
Shares3,592 from 3,644
Change-52 (-1%)
Value$198.7K (+$2.7K)
Filed 2026-11-09
Evolution Wealth Management Inc.
UNCHANGED
Shares3,098 from 3,098
Change0 (0%)
Value$171.4K (+$4.7K)
Filed 2026-10-28
Team Financial Group, LLC
NEW
Shares2,923
Change+2,923
Value$161.6K
Filed 2026-10-30
EPG Wealth Management LLC
INCREASED
Shares2,834 from 2,831
Change+3 (+0%)
Value$156.8K (+$4.5K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares2,822 from 2,822
Change0 (0%)
Value$156.1K (+$4.3K)
Filed 2026-10-27
Harbour Investments, Inc.
INCREASED
Shares2,702 from 2,591
Change+111 (+4%)
Value$149.4K (+$10.1K)
Filed 2026-11-09
Larson Financial Group LLC
DECREASED
Shares2,301 from 3,472
Change-1,171 (-34%)
Value$127.3K (-$59.4K)
Filed 2026-11-05
Caldwell Sutter Capital, Inc.
INCREASED
Shares2,102 from 955
Change+1,147 (+120%)
Value$116.3K (+$64.9K)
Filed 2026-11-09
Barclays PLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$99.6K (+$2.7K)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,739 from 1,739
Change0 (0%)
Value$96.2K (+$2.6K)
Filed 2026-10-16
Maseco LLP
DECREASED
Shares1,713 from 1,749
Change-36 (-2%)
Value$94.8K (+$703)
Filed 2026-10-27
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$93 (-$89.9K)
Filed 2026-11-09
Gamma Investing LLC
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$90.4K (+$2.5K)
Filed 2026-10-08
TFC Financial Management, Inc.
DECREASED
Shares1,623 from 1,678
Change-55 (-3%)
Value$89.8K (-$488)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares1,617 from 1,667
Change-50 (-3%)
Value$89.4K (-$232)
Filed 2026-10-08
Legacy Bridge, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$88.5K (+$2.4K)
Filed 2026-10-28
GGM Financial LLC
INCREASED
Shares1,426 from 1,415
Change+11 (+1%)
Value$78.9K (+$2.8K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares1,417 from 1,417
Change0 (0%)
Value$78.4K (+$2.2K)
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares1,265
Change+1,265
Value$69.3K
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$65.3K (+$1.8K)
Filed 2026-10-07
1620 Investment Advisors, Inc.
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$64.6K (+$1.8K)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares1,165 from 1,165
Change0 (0%)
Value$64.4K (+$1.8K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
INCREASED
Shares1,104 from 881
Change+223 (+25%)
Value$60.6K (+$13.9K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,062 from 1,047
Change+15 (+1%)
Value$58.7K (+$2.4K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$53.7K (+$1.5K)
Filed 2026-10-15
Hantz Financial Services, Inc.
INCREASED
Shares962 from 646
Change+316 (+49%)
Value$53 (-$34.9K)
Filed 2026-11-09
Trust Co of Vermont
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$50.4K (+$1.4K)
Filed 2026-10-21
Noble Wealth Management PBC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$44.2K (+$1.2K)
Filed 2026-10-01
JFS Wealth Advisors, LLC
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$43.0K (+$1.2K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares767 from 799
Change-32 (-4%)
Value$42.4K (-$555)
Filed 2026-10-20
Mather Group, Llc.
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$34.6K (+$950)
Filed 2026-10-14
Advantage Trust Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$33.2K (+$912)
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
NEW
Shares581
Change+581
Value$32.1K
Filed 2026-11-05
Viewpoint Capital Management LLC
NEW
Shares580
Change+580
Value$32.1K
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$30.5K (+$839)
Filed 2026-10-27
Financial Consulate, Inc
DECREASED
Shares467 from 926
Change-459 (-50%)
Value$25.8K (-$24.0K)
Filed 2026-10-23
Highland Investment Advisors LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$23.4K (+$643)
Filed 2026-11-09
Montag A & Associates Inc
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$19.2K (+$527)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares320 from 325
Change-5 (-2%)
Value$17.7K (+$218)
Filed 2026-11-06
Strive Financial Group,LLC
INCREASED
Shares275 from 270
Change+5 (+2%)
Value$15.2K (+$700)
Filed 2026-11-09
UMB Bank, n.a.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.8K (+$380)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares247
Change+247
Value$13.7K
Filed 2026-11-04
Bank & Trust Co
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$12.8K (+$353)
Filed 2026-10-07
Reap Financial Group, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$7.9K (+$217)
Filed 2026-11-02
Centennial Bank
NEW
Shares133
Change+133
Value$7.4K
Filed 2026-11-09
Armstrong Advisory Group, Inc
NEW
Shares132
Change+132
Value$7.3K
Filed 2026-10-09
Princeton Global Asset Management LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$7.0K (+$191)
Filed 2026-10-21
Bangor Savings Bank
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$6.9K (+$190)
Filed 2026-10-06
Abound Wealth Management
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$6.8K (+$187)
Filed 2026-10-26
Caldwell Trust Co
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$6.4K (+$175)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares114 from 86
Change+28 (+33%)
Value$6.1K (+$1.5K)
Filed 2026-11-06
Simplex Trading, LLC
NEW
Shares104
Change+104
Value$5.8K
Filed 2026-11-04
First Bancorp, Inc
NEW
Shares75
Change+75
Value$4.1K
Filed 2026-10-26
Harbor Investment Advisory, LLC
DECREASED
Shares63 from 321
Change-258 (-80%)
Value$3.5K (-$13.8K)
Filed 2026-10-13
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.3K (+$92)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$3.3K (+$89)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares57
Change+57
Value$3.2K
Filed 2026-10-21
Kozak & Associates, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$2.1K (+$4)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.2K (+$34)
Filed 2026-11-04
Cape Investment Advisory, Inc.
NEW
Shares16
Change+16
Value$885
Filed 2026-10-13
Bell Investment Advisors, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$664 (+$18)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$554 (+$16)
Filed 2026-10-23
Diversify Advisory Services, LLC
CLOSED
Shares0 from 5,203
Change-5,203 (-100%)
Value$0 (-$277.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 5,203
Change-5,203 (-100%)
Value$0 (-$277.4K)
Filed 2026-10-20
Savant Capital, LLC
CLOSED
Shares0 from 5,043
Change-5,043 (-100%)
Value$0 (-$260.1K)
Filed 2026-11-06
Wesbanco Bank Inc
CLOSED
Shares0 from 3,726
Change-3,726 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,330
Change-2,330 (-100%)
Value$0 (-$123.8K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,420
Change-1,420 (-100%)
Value$0 (-$76.4K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$26.1K)
Filed 2026-10-29
Chilton Capital Management LLC
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-13
Central Trust Co
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-26
Mondrian Investment Partners LTD
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 10,363,063
Change-10,363,063 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,298,812
Change-7,298,812 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,246,246
Change-3,246,246 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,958,981
Change-1,958,981 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,565,592
Change-1,565,592 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,407,570
Change-1,407,570 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 810,959
Change-810,959 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 733,891
Change-733,891 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 671,876
Change-671,876 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 665,509
Change-665,509 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 595,293
Change-595,293 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 399,296
Change-399,296 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 311,419
Change-311,419 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 294,717
Change-294,717 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 287,923
Change-287,923 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 259,407
Change-259,407 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 245,598
Change-245,598 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 228,855
Change-228,855 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 217,471
Change-217,471 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 183,814
Change-183,814 (-100%)
Value—
&partners
N/A
Shares— from 180,226
Change-180,226 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 172,446
Change-172,446 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 170,000
Change-170,000 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 167,626
Change-167,626 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 160,714
Change-160,714 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 158,988
Change-158,988 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 136,987
Change-136,987 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 133,939
Change-133,939 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 129,281
Change-129,281 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 123,876
Change-123,876 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 116,249
Change-116,249 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 105,628
Change-105,628 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 98,830
Change-98,830 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 90,403
Change-90,403 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 83,108
Change-83,108 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 76,170
Change-76,170 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 74,051
Change-74,051 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 73,375
Change-73,375 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 71,178
Change-71,178 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 70,357
Change-70,357 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 67,565
Change-67,565 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 64,898
Change-64,898 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 64,668
Change-64,668 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 62,843
Change-62,843 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 60,990
Change-60,990 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 60,806
Change-60,806 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 54,925
Change-54,925 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 54,025
Change-54,025 (-100%)
Value—
FMR LLC
N/A
Shares— from 50,270
Change-50,270 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 49,009
Change-49,009 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 37,074
Change-37,074 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 33,322
Change-33,322 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 32,581
Change-32,581 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 30,504
Change-30,504 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 26,961
Change-26,961 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 25,615
Change-25,615 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 25,216
Change-25,216 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 24,488
Change-24,488 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 23,604
Change-23,604 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 22,130
Change-22,130 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 20,953
Change-20,953 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 20,599
Change-20,599 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 19,315
Change-19,315 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 19,215
Change-19,215 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 19,020
Change-19,020 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 16,772
Change-16,772 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 16,037
Change-16,037 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,674
Change-15,674 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 15,495
Change-15,495 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 14,486
Change-14,486 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 14,478
Change-14,478 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,436
Change-13,436 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 13,297
Change-13,297 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 12,881
Change-12,881 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,831
Change-12,831 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,093
Change-12,093 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 11,558
Change-11,558 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 11,042
Change-11,042 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 11,005
Change-11,005 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,630
Change-10,630 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,746
Change-9,746 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,112
Change-9,112 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,958
Change-8,958 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,735
Change-8,735 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,529
Change-8,529 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 8,044
Change-8,044 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 7,942
Change-7,942 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,785
Change-7,785 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,508
Change-7,508 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 7,441
Change-7,441 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,169
Change-7,169 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,427
Change-6,427 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 6,332
Change-6,332 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 585
Change-585 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 430
Change-430 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 216
Change-216 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 148
Change-148 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 112
Change-112 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 105
Change-105 (-100%)
Value—
BNP Paribas
N/A
Shares— from 73
Change-73 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 68
Change-68 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,317,8602,153,138+164,722+8%$115.8M$128.2M+$12.4M2026-11-06
Creative Planning
INCREASED2,161,7352,144,092+17,643+1%$115.3M$119.6M+$4.2M2026-11-02
Kestra Investment Management, LLC
DECREASED1,666,5851,677,279-10,694-1%$90.2M$92.2M+$2.0M2026-11-04
Assetmark, Inc
INCREASED1,123,585295,951+827,634+280%$15.9M$62.1M+$46.2M2026-10-21
Kestra Advisory Services, LLC
INCREASED810,274435,794+374,480+86%$23.4M$44.8M+$21.4M2026-11-02
Commonwealth Equity Services, LLC
INCREASED493,836475,803+18,033+4%$25.6M$27.3M+$1.7M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED476,678434,774+41,904+10%$23.4M$25.9M+$2.5M2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED398,744402,722-3,978-1%$21.7M$22.1M+$392.1K2026-10-13
Aspiriant, LLC
DECREASED353,031360,842-7,811-2%$19.4M$19.5M+$116.5K2026-10-16
Canandaigua National Bank & Trust Co
INCREASED273,163270,844+2,319+1%$14.6M$15.1M+$539.9K2026-10-07
Valmark Advisers, Inc.
INCREASED259,921250,218+9,703+4%$13.5M$14.4M+$917.0K2026-11-06
Linscomb Wealth, Inc.
DECREASED243,744252,249-8,505-3%$13.6M$13.5M-$87.0K2026-11-05
Baker Avenue Asset Management, LP
INCREASED233,872229,674+4,198+2%$12.4M$12.9M+$581.3K2026-11-06
D.A. Davidson & Co.
INCREASED206,187196,235+9,952+5%$10.6M$11.4M+$848.7K2026-10-28
TD Private Client Wealth LLC
INCREASED178,121164,313+13,808+8%$8.8M$9.9M+$1.0M2026-10-28
Cheviot Value Management, LLC
INCREASED128,848127,512+1,336+1%$6.9M$7.1M+$267.7K2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED122,524123,112-5880%$6.6M$6.8M+$154.6K2026-10-27
Cornerstone Wealth Group, LLC
INCREASED122,488121,284+1,204+1%$6.5M$6.8M+$250.9K2026-11-02
Freedom Day Solutions, LLC
INCREASED115,63696,226+19,410+20%$5.2M$6.4M+$1.2M2026-10-20
Stonebridge Wealth Management, LLC
INCREASED96,84596,088+757+1%$5.2M$5.4M+$187.9K2026-10-09
Investors Research Corp
INCREASED96,78188,578+8,203+9%$4.8M$5.4M+$588.3K2026-10-07
Old Port Advisors
INCREASED94,95894,200+758+1%$5.1M$5.3M+$185.2K2026-10-23
Marks Group Wealth Management, Inc
NEW88,494—+88,494——$4.9M—2026-11-05
Fifth Third Bancorp
DECREASED87,27188,450-1,179-1%$4.8M$4.8M+$69.2K2026-11-05
Koshinski Asset Management, Inc.
INCREASED86,85284,539+2,313+3%$4.5M$4.8M+$256.4K2026-10-29
Endowment Wealth Management, Inc.
INCREASED81,84374,809+7,034+9%$4.0M$4.5M+$502.8K2026-11-03
Viewpoint Investment Partners Corp
INCREASED77,00065,600+11,400+17%$3.5M$4.3M+$730.2K2026-10-26
Good Harbor Advisors, Inc.
INCREASED76,49767,232+9,265+14%$3.6M$4.2M+$614.6K2026-10-20
Meramec Financial Planners, LLC
DECREASED71,25875,590-4,332-6%$4.0M$3.8M-$276.6K2026-11-09
Meridian Wealth Management, LLC
NEW69,350—+69,350——$3.8M—2026-11-05
J.W. Cole Advisors, Inc.
INCREASED64,38663,304+1,082+2%$3.4M$3.6M+$156.1K2026-11-05
Citigroup Inc
INCREASED60,10650,277+9,829+20%$2.7M$3.3M+$620.1K2026-11-04
Summit Global Investments
INCREASED59,88758,580+1,307+2%$3.2M$3.3K-$3.1M2026-10-28
HighTower Advisors, LLC
INCREASED54,15253,647+505+1%$2.9M$3.0M+$109.4K2026-11-10
Apeiron RIA LLC
DECREASED54,12354,883-760-1%$3.0M$3.0M+$19.2K2026-10-08
WealthPlan Investment Management, LLC
INCREASED50,45639,870+10,586+27%$2.1M$2.8M+$646.1K2026-10-15
CX Institutional
INCREASED46,79035,940+10,850+30%$1.9K$2.6K+$6552026-10-02
Dynamic Advisor Solutions LLC
INCREASED46,67245,416+1,256+3%$2.4M$2.6M+$138.5K2026-10-13
Collaborative Wealth Managment Inc.
INCREASED43,46040,420+3,040+8%$2.2M$2.4M+$229.6K2026-11-06
FFG Retirement Advisors LLC
DECREASED41,89442,268-374-1%$2.3M$2.3M+$43.5K2026-10-20
Moody National Bank Trust Division
INCREASED41,35639,747+1,609+4%$2.1M$2.3M+$149.4K2026-10-06
Canandaigua National Trust Co of Florida
NEW40,507—+40,507——$2.2M—2026-10-07
Greenleaf Trust
DECREASED38,71739,374-657-2%$2.1M$2.1M+$23.5K2026-10-29
NewSquare Capital LLC
INCREASED36,75735,653+1,104+3%$1.9M$2.0M+$115.3K2026-11-06
Bank of Montreal
INCREASED35,83535,265+570+2%$1.9M$2.0M+$85.2K2026-11-09
First City Capital Management, Inc.
DECREASED34,31635,039-723-2%$1.9M$1.9M+$13.3K2026-10-27
McKinley Carter Wealth Services, Inc.
DECREASED31,21132,257-1,046-3%$1.7M$1.7M-$8.8K2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
NEW30,000—+30,000——$1.7M—2026-11-05
MFG Investments, LLC
NEW29,090—+29,090——$1.6M—2026-10-30
Wealthcare Advisory Partners LLC
INCREASED29,03126,811+2,220+8%$1.4M$1.6M+$163.5K2026-10-21
MBA Advisors LLC
DECREASED27,91428,730-816-3%$1.5M$1.5M-$1.5K2026-10-29
VestGen Advisors, LLC
INCREASED27,63223,448+4,184+18%$1.3M$1.5M+$267.1K2026-10-27
GFS Advisors, LLC
DECREASED27,39927,734-335-1%$7.9K$1.5M+$1.5M2026-11-03
Lanark Financial, Inc.
INCREASED26,75825,277+1,481+6%$1.4M$1.5M+$120.3K2026-10-26
Sincerus Advisory, LLC
INCREASED26,40826,081+327+1%$1.4M$1.5M+$57.7K2026-10-09
Eagle Strategies LLC
DECREASED26,26527,633-1,368-5%$1.5M$1.5M-$33.7K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED26,11227,536-1,424-5%$1.5M$1.4K-$1.5M2026-11-02
Wealthfront Advisers LLC
DECREASED26,07431,212-5,138-16%$1.7M$1.4M-$236.7K2026-11-09
Financial Partners Group, Inc
DECREASED25,21627,224-2,008-7%$1.5M$1.4M-$69.6K2026-10-19
Mirador Capital Partners LP
INCREASED24,93224,375+557+2%$1.3M$1.4M+$67.9K2026-10-09
AlTi Global, Inc.
UNCHANGED24,56524,56500%$1.3M$1.4M+$37.3K2026-11-09
Park Avenue Securities LLC
INCREASED24,36119,528+4,833+25%$1.1M$1.3K-$1.0M2026-10-26
Bank of New York Mellon Corp
INCREASED24,12021,561+2,559+12%$1.2M$1.3M+$174.4K2026-11-05
IFP Advisors, Inc
DECREASED23,24030,419-7,179-24%$1.6M$1.3M-$350.8K2026-10-16
Croban
NEW23,112—+23,112——$1.3M—2026-11-09
Beacon Financial Group
DECREASED22,81824,138-1,320-5%$1.3M$1.3M-$36.3K2026-10-19
Asset One Wealth Management LLC
DECREASED21,42228,957-7,535-26%$1.6M$1.2M-$373.3K2026-11-02
Islay Capital Management, LLC
UNCHANGED20,34320,34300%$1.1M$1.1M+$30.9K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED20,33518,538+1,797+10%$997.2K$1.1M+$127.6K2026-11-06
Great Diamond Partners, LLC
DECREASED20,12020,525-405-2%$1.1M$1.1M+$8.8K2026-10-13
Lido Advisors, LLC
INCREASED19,62418,074+1,550+9%$972.2K$1.1M+$113.2K2026-11-04
Evanson Financial, LLC
DECREASED19,53020,695-1,165-6%$1.1M$1.1M-$33.0K2026-10-23
Apollon Wealth Management, LLC
INCREASED19,50712,312+7,195+58%$662.2K$1.1M+$416.7K2026-10-23
Next Level Private LLC
INCREASED19,29019,145+145+1%$1.0M$1.1M+$37.1K2026-10-20
Fearless Solutions, LLC dba Best Invest
INCREASED18,78116,251+2,530+16%$874.1K$1.0M+$164.6K2026-10-14
Integrity Advisory Solutions, LLC
INCREASED17,73213,872+3,860+28%$746.2K$980.8K+$234.6K2026-10-29
J2 Capital Management Inc
DECREASED17,62017,688-680%$951.4K$974.6K+$23.2K2026-10-19
Pinnacle Associates LTD
NEW16,985—+16,985——$939.4K—2026-10-20
SBI Securities Co., Ltd.
DECREASED16,78416,931-147-1%$910.7K$928.3K+$17.6K2026-10-22
Northcape Wealth Management, LLC
DECREASED16,46116,474-130%$886.1K$910.5K+$24.3K2026-11-04
Steel Grove Capital Advisors, LLC
INCREASED16,31615,665+651+4%$842.6K$902.4K+$59.8K2026-10-13
Bahl & Gaynor LLC
NEW16,175—+16,175——$894.6K—2026-11-05
Kraematon Investment Advisors, Inc
INCREASED15,96815,913+55+0%$856.0K$883.2K+$27.2K2026-11-02
Sunbeam Capital Management, LLC
INCREASED15,52115,502+19+0%$833.8K$858.5K+$24.7K2026-11-05
Brandywine OAK Private Wealth LLC
DECREASED15,32415,883-559-4%$854.3K$847.6K-$6.8K2026-10-23
Fund Evaluation Group, LLC
NEW15,115—+15,115——$836.0K—2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED14,90117,866-2,965-17%$961.0K$824.2K-$136.8K2026-10-08
Balefire, LLC
NEW14,655—+14,655——$810.6K—2026-10-09
Farther Finance Advisors, LLC
DECREASED14,65115,160-509-3%$815.4K$810.4K-$5.1K2026-10-08
Nfsg Corp
DECREASED14,41014,920-510-3%$802.5K$797.0K-$5.5K2026-10-15
Thrivent Financial for Lutherans
INCREASED14,02612,476+1,550+12%$671.0K$776-$670.2K2026-11-05
Jnba Financial Advisors
DECREASED13,99614,615-619-4%$786.1K$774.1K-$12.0K2026-11-03
Great Valley Advisor Group, Inc.
INCREASED13,6069,904+3,702+37%$532.7K$752.6K+$219.9K2026-11-09
ERn Financial, LLC
DECREASED13,48513,595-110-1%$731.3K$745.9K+$14.6K2026-10-28
Camelot Portfolios, LLC
DECREASED13,03813,448-410-3%$723.4K$721.2K-$2.2K2026-11-09
Barnes Wealth Management Group, Inc
DECREASED12,93613,214-278-2%$710.8K$715.5K+$4.6K2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED12,85312,651+202+2%$680.5K$710.9K+$30.4K2026-10-23
Altfest L J & Co Inc
INCREASED11,94511,671+274+2%$627.8K$660.7K+$32.9K2026-10-27
Romano Brothers and Company
DECREASED11,75012,550-800-6%$675.1K$649.9K-$25.2K2026-10-22
Montecito Bank & Trust
DECREASED11,31711,411-94-1%$613.8K$625.9K+$12.1K2026-10-01
Rockingstone Advisors LLC
UNCHANGED11,20011,20000%$602.4K$619.5K+$17.0K2026-10-16
Krilogy Financial LLC
INCREASED11,02510,891+134+1%$585.8K$611.6K+$25.7K2026-10-13
Mission Wealth Management, LP
DECREASED10,87515,094-4,219-28%$811.9K$601.5K-$210.4K2026-10-15
Oppenheimer & Co Inc
INCREASED10,78910,593+196+2%$569.8K$596.7K+$26.9K2026-10-26
Able Wealth Management LLC
DECREASED10,73210,955-223-2%$589.3K$599.2K+$9.9K2026-10-13
Portland Financial Advisors Inc
UNCHANGED10,45010,45000%$562.1K$578.0K+$15.9K2026-10-26
Algorithmic Investment Models, LLC
NEW10,029—+10,029——$554.7K—2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED9,5989,826-228-2%$528.5K$530.9K+$2.3K2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED9,3629,521-159-2%$512.1K$517.8K+$5.7K2026-10-08
Key FInancial Inc
INCREASED9,3079,305+2+0%$500.5K$514.8K+$14.3K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED9,2888,947+341+4%$481.3K$513.8K+$32.5K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED9,1348,394+740+9%$451.5K$505.2K+$53.7K2026-10-16
Procyon Advisors, LLC
UNCHANGED8,6538,65300%$465.4K$478.6K+$13.2K2026-10-21
IFG Advisory, LLC
DECREASED8,2198,459-240-3%$455.0K$454.6K-$4522026-11-09
AlphaCore Capital LLC
INCREASED8,2168,186+30+0%$440.3K$454.4K+$14.1K2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
NEW8,195—+8,195——$453.3K—2026-10-23
Perigon Wealth Management, LLC
DECREASED8,0938,189-96-1%$440.5K$447.6K+$7.1K2026-10-22
Titleist Asset Management, LLC
DECREASED8,04310,336-2,293-22%$556.0K$444.9K-$111.1K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED7,9107,875+35+0%$423.6K$437.5K+$13.9K2026-10-30
Atria Investments, Inc
INCREASED7,8726,764+1,108+16%$363.8K$435.4K+$71.6K2026-10-15
US Bancorp \de\
UNCHANGED7,8687,86800%$423.2K$435.2K+$12.0K2026-11-05
Wedbush Securities Inc
NEW7,514—+7,514——$416—2026-10-22
Invested Advisors
INCREASED7,4177,372+45+1%$396.5K$410.3K+$13.7K2026-10-23
Visionary Horizons, LLC
DECREASED7,4007,645-245-3%$411.2K$409.3K-$1.9K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED7,3955,400+1,995+37%$289.1K$409.0K+$119.9K2026-10-13
Aspen Investment Management Inc
UNCHANGED7,3707,37000%$396$408+$122026-11-05
Argyle Capital Partners, LLC
DECREASED6,8758,224-1,349-16%$442.4K$380.3K-$62.1K2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED6,7735,858+915+16%$315.9K$372.9K+$56.9K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED6,7526,682+70+1%$359.4K$373.4K+$14.0K2026-10-19
Evergreen Capital Management LLC
UNCHANGED6,6866,68600%$359.6K$369.8K+$10.2K2026-10-23
Opus Financial Solutions LLC
INCREASED6,5986,273+325+5%$337.4K$364.9K+$27.5K2026-11-06
Quartz Partners, LLC
INCREASED6,5316,180+351+6%$332.4K$361.2K+$28.8K2026-11-03
Kondo Wealth Advisors, Inc.
INCREASED6,4436,365+78+1%$342.5K$356.4K+$14.0K2026-10-19
McAdam, LLC
INCREASED6,3736,227+146+2%$335.0K$352.5K+$17.5K2026-10-21
Elevation Wealth Partners, LLC
DECREASED6,3306,480-150-2%$348.6K$350.1K+$1.5K2026-10-07
New England Private Wealth Advisors LLC
INCREASED6,2646,258+6+0%$334.1K$346.5K+$12.4K2026-10-19
Belpointe Asset Management LLC
UNCHANGED6,1406,14000%$330.3K$339.6K+$9.3K2026-11-09
Creative Financial Designs Inc
INCREASED6,1223,344+2,778+83%$179.9K$338.6K+$158.8K2026-11-04
Discipline Wealth Solutions, LLC
DECREASED6,0536,127-74-1%$329.6K$334.8K+$5.2K2026-10-14
Ascent Group, LLC
NEW6,009—+6,009——$332.4K—2026-10-30
Fairway Wealth LLC
INCREASED5,9732,378+3,595+151%$127.8K$330.4K+$202.6K2026-10-30
StoneX Group Inc.
INCREASED5,9154,988+927+19%$268.3K$327.1K+$58.8K2026-11-03
Klingman & Associates, LLC
DECREASED5,6845,749-65-1%$309.2K$314.4K+$5.1K2026-10-20
Pine Valley Investments Ltd Liability Co
INCREASED5,4825,375+107+2%$289.1K$303.2K+$14.1K2026-11-09
Prospera Financial Services Inc
NEW5,448—+5,448——$287.7K—2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED5,42617,821-12,395-70%$958.6K$300.1K-$658.5K2026-11-03
Courier Capital LLC
INCREASED5,2525,088+164+3%$273.7K$290.5K+$16.8K2026-10-19
TopTier Wealth Management, LLC
DECREASED5,1475,401-254-5%$290.5K$284.7K-$5.9K2026-10-16
Legacy Wealth Partners, LLC
NEW5,043—+5,043——$278.9K—2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED4,9904,99000%$268.4K$276.0K+$7.6K2026-10-14
PNC Financial Services Group, Inc.
INCREASED4,8963,638+1,258+35%$195.7K$270.8K+$75.1K2026-11-06
Moller Wealth Partners
DECREASED4,8945,894-1,000-17%$317.0K$270.7K-$46.4K2026-10-15
Avion Wealth
INCREASED4,8864,881+5+0%$262.0K$270-$261.7K2026-11-04
Breakwater Capital Group
INCREASED4,8774,442+435+10%$238.9K$269.7K+$30.8K2026-10-09
Truist Financial Corp
INCREASED4,8754,762+113+2%$256.2K$269.6K+$13.5K2026-10-30
Advisory Solutions Group, LLC
NEW4,471—+4,471——$247.3K—2026-10-14
Austin Wealth Management, LLC
INCREASED4,3813,843+538+14%$203.1K$241.2K+$38.0K2026-11-06
Avestar Capital, LLC
INCREASED4,3764,320+56+1%$232.4K$242.0K+$9.7K2026-10-28
Your Advocates Ltd., LLP
DECREASED4,3314,352-210%$234.1K$239.5K+$5.5K2026-11-03
Rossby Financial, LCC
INCREASED4,2641,340+2,924+218%$72.1K$235.8K+$163.8K2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED4,1854,453-268-6%$239.5K$231.4K-$8.1K2026-10-28
Signaturefd, LLC
INCREASED3,9913,937+54+1%$211.8K$220.8K+$9.0K2026-10-23
Axxcess Wealth Management, LLC
NEW3,985—+3,985——$220.4K—2026-10-21
Narus Financial Partners, LLC
UNCHANGED3,9563,95600%$212.8K$218.8K+$6.0K2026-10-19
Leavell Investment Management, Inc.
INCREASED3,8503,765+85+2%$202.5K$212.9K+$10.4K2026-11-09
Clayton Financial Group LLC
INCREASED3,8163,793+23+1%$204.0K$211.1K+$7.1K2026-10-13
Capital Advisors, Ltd. LLC
INCREASED3,7812,700+1,081+40%$145$209+$642026-10-27
B&D White Capital Company, LLC
UNCHANGED3,7603,76000%$202.3K$208.0K+$5.7K2026-11-02
Geneos Wealth Management Inc.
DECREASED3,5923,644-52-1%$196.0K$198.7K+$2.7K2026-11-09
Evolution Wealth Management Inc.
UNCHANGED3,0983,09800%$166.6K$171.4K+$4.7K2026-10-28
Team Financial Group, LLC
NEW2,923—+2,923——$161.6K—2026-10-30
EPG Wealth Management LLC
INCREASED2,8342,831+3+0%$152.3K$156.8K+$4.5K2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED2,8222,82200%$151.8K$156.1K+$4.3K2026-10-27
Harbour Investments, Inc.
INCREASED2,7022,591+111+4%$139.4K$149.4K+$10.1K2026-11-09
Larson Financial Group LLC
DECREASED2,3013,472-1,171-34%$186.7K$127.3K-$59.4K2026-11-05
Caldwell Sutter Capital, Inc.
INCREASED2,102955+1,147+120%$51.4K$116.3K+$64.9K2026-11-09
Barclays PLC
UNCHANGED1,8001,80000%$96.8K$99.6K+$2.7K2026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,7391,73900%$93.5K$96.2K+$2.6K2026-10-16
Maseco LLP
DECREASED1,7131,749-36-2%$94.1K$94.8K+$7032026-10-27
JTC Employer Solutions Trustee Ltd
UNCHANGED1,6761,67600%$90.0K$93-$89.9K2026-11-09
Gamma Investing LLC
UNCHANGED1,6341,63400%$87.9K$90.4K+$2.5K2026-10-08
TFC Financial Management, Inc.
DECREASED1,6231,678-55-3%$90.2K$89.8K-$4882026-10-26
CoreCap Advisors, LLC
DECREASED1,6171,667-50-3%$89.7K$89.4K-$2322026-10-08
Legacy Bridge, LLC
UNCHANGED1,6001,60000%$86.1K$88.5K+$2.4K2026-10-28
GGM Financial LLC
INCREASED1,4261,415+11+1%$76.1K$78.9K+$2.8K2026-11-05
Triumph Capital Management
UNCHANGED1,4171,41700%$76.2K$78.4K+$2.2K2026-10-14
Transce3nd, LLC
NEW1,265—+1,265——$69.3K—2026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,1801,18000%$63.5K$65.3K+$1.8K2026-10-07
1620 Investment Advisors, Inc.
UNCHANGED1,1681,16800%$62.8K$64.6K+$1.8K2026-11-04
Spire Wealth Management
UNCHANGED1,1651,16500%$62.7K$64.4K+$1.8K2026-10-30
TD Waterhouse Canada Inc.
INCREASED1,104881+223+25%$46.8K$60.6K+$13.9K2026-10-16
Glass Jacobson Investment Advisors llc
INCREASED1,0621,047+15+1%$56.3K$58.7K+$2.4K2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED97197100%$52.2K$53.7K+$1.5K2026-10-15
Hantz Financial Services, Inc.
INCREASED962646+316+49%$35.0K$53-$34.9K2026-11-09
Trust Co of Vermont
UNCHANGED91291200%$49.1K$50.4K+$1.4K2026-10-21
Noble Wealth Management PBC
UNCHANGED80080000%$43.0K$44.2K+$1.2K2026-10-01
JFS Wealth Advisors, LLC
UNCHANGED77877800%$41.8K$43.0K+$1.2K2026-11-03
Private Trust Co NA
DECREASED767799-32-4%$43.0K$42.4K-$5552026-10-20
Mather Group, Llc.
UNCHANGED62562500%$33.6K$34.6K+$9502026-10-14
Advantage Trust Co
UNCHANGED60060000%$32.3K$33.2K+$9122026-10-19
Three Bridge Wealth Advisors, LLC
NEW581—+581——$32.1K—2026-11-05
Viewpoint Capital Management LLC
NEW580—+580——$32.1K—2026-10-27
Parkside Financial Bank & Trust
UNCHANGED55255200%$29.7K$30.5K+$8392026-10-27
Financial Consulate, Inc
DECREASED467926-459-50%$49.8K$25.8K-$24.0K2026-10-23
Highland Investment Advisors LLC
UNCHANGED42342300%$22.8K$23.4K+$6432026-11-09
Montag A & Associates Inc
UNCHANGED34734700%$18.7K$19.2K+$5272026-10-29
Clearstead Advisors, LLC
DECREASED320325-5-2%$17.5K$17.7K+$2182026-11-06
Strive Financial Group,LLC
INCREASED275270+5+2%$14.5K$15.2K+$7002026-11-09
UMB Bank, n.a.
UNCHANGED25025000%$13.4K$13.8K+$3802026-11-06
Nova Financial LLC
NEW247—+247——$13.7K—2026-11-04
Bank & Trust Co
UNCHANGED23223200%$12.5K$12.8K+$3532026-10-07
Reap Financial Group, LLC
UNCHANGED14314300%$7.7K$7.9K+$2172026-11-02
Centennial Bank
NEW133—+133——$7.4K—2026-11-09
Armstrong Advisory Group, Inc
NEW132—+132——$7.3K—2026-10-09
Princeton Global Asset Management LLC
UNCHANGED12612600%$6.8K$7.0K+$1912026-10-21
Bangor Savings Bank
UNCHANGED12512500%$6.7K$6.9K+$1902026-10-06
Abound Wealth Management
UNCHANGED12312300%$6.6K$6.8K+$1872026-10-26
Caldwell Trust Co
UNCHANGED11511500%$6.2K$6.4K+$1752026-10-30
Allworth Financial LP
INCREASED11486+28+33%$4.6K$6.1K+$1.5K2026-11-06
Simplex Trading, LLC
NEW104—+104——$5.8K—2026-11-04
First Bancorp, Inc
NEW75—+75——$4.1K—2026-10-26
Harbor Investment Advisory, LLC
DECREASED63321-258-80%$17.2K$3.5K-$13.8K2026-10-13
Barnes Dennig Private Wealth Management LLC
UNCHANGED606000%$3.2K$3.3K+$922026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED595900%$3.2K$3.3K+$892026-11-05
Root Financial Partners, LLC
NEW57—+57——$3.2K—2026-10-21
Kozak & Associates, Inc.
UNCHANGED393900%$2.1K$2.1K+$42026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED222200%$1.2K$1.2K+$342026-11-04
Cape Investment Advisory, Inc.
NEW16—+16——$885—2026-10-13
Bell Investment Advisors, Inc
UNCHANGED121200%$646$664+$182026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$538$554+$162026-10-23
Diversify Advisory Services, LLC
CLOSED05,203-5,203-100%$277.4K$0-$277.4K2026-10-20
Diversify Wealth Management, LLC
CLOSED05,203-5,203-100%$277.4K$0-$277.4K2026-10-20
Savant Capital, LLC
CLOSED05,043-5,043-100%$260.1K$0-$260.1K2026-11-06
Wesbanco Bank Inc
CLOSED03,726-3,726-100%$200.4K$0-$200.4K2026-11-04
International Assets Investment Management, LLC
CLOSED02,330-2,330-100%$123.8K$0-$123.8K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,420-1,420-100%$76.4K$0-$76.4K2026-10-14
Institute for Wealth Management, Llc.
CLOSED0505-505-100%$27.2K$0-$27.2K2026-11-06
Tucker Asset Management LLC
CLOSED0486-486-100%$26.1K$0-$26.1K2026-10-29
Chilton Capital Management LLC
CLOSED0296-296-100%$15.9K$0-$15.9K2026-10-28
Gill Capital Partners, LLC
CLOSED0144-144-100%$7.7K$0-$7.7K2026-10-13
Central Trust Co
CLOSED0128-128-100%$6.9K$0-$6.9K2026-11-05
Founders Capital Management
CLOSED093-93-100%$5.0K$0-$5.0K2026-10-13
Ashton Thomas Securities, LLC
CLOSED075-75-100%$4.0K$0-$4.0K2026-10-26
Mondrian Investment Partners LTD
CLOSED050-50-100%$2.7K$0-$2.7K2026-10-23
Morgan Stanley
N/A—10,363,063-10,363,063-100%$557.4M———
Bank of America Corp
N/A—7,298,812-7,298,812-100%$392.6M———
Wells Fargo & Company
N/A—3,246,246-3,246,246-100%$174.6M———
UBS Group AG
N/A—1,958,981-1,958,981-100%$105.4M———
Ameriprise Financial Inc
N/A—1,565,592-1,565,592-100%$84.5M———
Envestnet Asset Management Inc
N/A—1,407,570-1,407,570-100%$75.7M———
Mercer Global Advisors Inc
N/A—810,959-810,959-100%$43.6M———
Royal Bank of Canada
N/A—733,891-733,891-100%$39.5M———
JPMorgan Chase & Co
N/A—671,876-671,876-100%$36.0M———
Raymond James Financial Inc
N/A—665,509-665,509-100%$35.8M———
Cetera Investment Advisers
N/A—595,293-595,293-100%$32.0M———
Private Advisor Group, LLC
N/A—399,296-399,296-100%$21.5M———
State of Wisconsin Investment Board
N/A—311,419-311,419-100%$16.8M———
Rockefeller Capital Management L.P.
N/A—294,717-294,717-100%$15.9M———
Baird Financial Group, Inc.
N/A—287,923-287,923-100%$15.5M———
Stifel Financial Corp
N/A—259,407-259,407-100%$14.0M———
Alliancebernstein L.P.
N/A—245,598-245,598-100%$12.2M———
Northwestern Mutual Wealth Management Co
N/A—228,855-228,855-100%$12.3M———
M&T Bank Corp
N/A—217,471-217,471-100%$11.7M———
Citadel Advisors LLC
N/A—183,814-183,814-100%$9.9M———
&partners
N/A—180,226-180,226-100%$9.7M———
AssuredPartners Investment Advisors, LLC
N/A—172,446-172,446-100%$9.3M———
Nan Shan Life Insurance Co., Ltd.
N/A—170,000-170,000-100%$9.1M———
Inspire Advisors, LLC
N/A—167,626-167,626-100%$9.0M———
Private Wealth Advisors, LLC
N/A—160,714-160,714-100%$8.6M———
Hamilton Wealth, LLC
N/A—158,988-158,988-100%$8.6M———
Huntington National Bank
N/A—136,987-136,987-100%$7.4M———
Janney Montgomery Scott LLC
N/A—133,939-133,939-100%$7.2M———
Cascade Financial Partners, LLC
N/A—129,281-129,281-100%$7.0M———
Arbor Trust Wealth Advisors, LLC
N/A—123,876-123,876-100%$6.7M———
Equitable Holdings, Inc.
N/A—116,249-116,249-100%$6.3M———
Old Mission Capital LLC
N/A—105,628-105,628-100%$5.7M———
Osaic Holdings, Inc.
N/A—98,830-98,830-100%$5.3M———
Orion Porfolio Solutions, LLC
N/A—90,403-90,403-100%$4.9M———
Steward Partners Investment Advisory, LLC
N/A—83,108-83,108-100%$4.5M———
Vestmark Advisory Solutions, Inc.
N/A—76,170-76,170-100%$4.1M———
Composition Wealth, LLC
N/A—74,051-74,051-100%$4.0M———
Focus Partners Wealth
N/A—73,375-73,375-100%$3.9M———
Waverly Advisors, LLC
N/A—71,178-71,178-100%$3.8M———
Captrust Financial Advisors
N/A—70,357-70,357-100%$3.8M———
MML Investors Services, LLC
N/A—67,565-67,565-100%$3.6M———
Capital Analysts, LLC
N/A—64,898-64,898-100%$3.5M———
Rothschild Investment LLC
N/A—64,668-64,668-100%$3.5M———
Beacon Pointe Advisors, LLC
N/A—62,843-62,843-100%$3.4M———
Integrated Wealth Concepts LLC
N/A—60,990-60,990-100%$3.3M———
Regal Investment Advisors LLC
N/A—60,806-60,806-100%$3.3M———
Axis Wealth Partners, LLC
N/A—54,925-54,925-100%$3.0M———
Sanctuary Advisors, LLC
N/A—54,025-54,025-100%$2.9M———
FMR LLC
N/A—50,270-50,270-100%$2.7M———
Advisory Services Network, LLC
N/A—49,009-49,009-100%$2.6M———
Evolve Private Wealth, LLC
N/A—37,074-37,074-100%$2.0M———
Rathbones Group PLC
N/A—33,322-33,322-100%$1.8M———
Quantum Portfolio Management LLC
N/A—32,581-32,581-100%$1.8M———
Northern Trust Corp
N/A—30,504-30,504-100%$1.6M———
Sharpepoint LLC
N/A—26,961-26,961-100%$1.5M———
Independent Advisor Alliance
N/A—25,615-25,615-100%$1.4M———
Jones Financial Companies Lllp
N/A—25,216-25,216-100%$1.3M———
UBS Asset Management Americas LLC
N/A—24,488-24,488-100%$1.3M———
National Bank of Canada
N/A—23,604-23,604-100%$1.3M———
Summit Financial, LLC
N/A—22,130-22,130-100%$1.2M———
Element Wealth, LLC
N/A—20,953-20,953-100%$1.1M———
WCG Wealth Advisors LLC
N/A—20,599-20,599-100%$1.1M———
Avos Capital Management, LLC
N/A—19,315-19,315-100%$1.0M———
Pasadena Private Wealth, LLC
N/A—19,215-19,215-100%$1.0M———
Index Technologies Group LLC
N/A—19,020-19,020-100%$1.0M———
BlueStem Wealth Partners, LLC
N/A—16,772-16,772-100%$902.2K———
Osprey Private Wealth LLC
N/A—16,037-16,037-100%$862.6K———
Stratos Wealth Advisors, LLC
N/A—15,674-15,674-100%$843.1K———
Wealth Alliance, LLC
N/A—15,495-15,495-100%$833.5K———
Financial Engines Advisors L.L.C.
N/A—14,486-14,486-100%$779.2K———
Waddell & Associates, LLC
N/A—14,478-14,478-100%$778.8K———
Mariner, LLC
N/A—13,436-13,436-100%$722.7K———
Lazard Asset Management LLC
N/A—13,297-13,297-100%$715.3K———
Summit Wealth Partners, LLC
N/A—12,881-12,881-100%$692.9K———
Bleakley Financial Group, LLC
N/A—12,831-12,831-100%$690.2K———
Gateway Wealth Partners, LLC
N/A—12,638-12,638-100%$679.8K———
Arkadios Wealth Advisors
N/A—12,093-12,093-100%$650.5K———
Insigneo Advisory Services, LLC
N/A—11,558-11,558-100%$621.7K———
South Plains Financial, Inc.
N/A—11,042-11,042-100%$593.9K———
Berger Financial Group, Inc
N/A—11,005-11,005-100%$592.0K———
World Investment Advisors
N/A—10,630-10,630-100%$529.3K———
Snowden Capital Advisors LLC
N/A—9,746-9,746-100%$524.2K———
CreativeOne Wealth, LLC
N/A—9,415-9,415-100%$506.4K———
SageView Advisory Group, LLC
N/A—9,112-9,112-100%$490.1K———
MAI Capital Management
N/A—8,958-8,958-100%$481.9K———
Atlantic Union Bankshares Corp
N/A—8,735-8,735-100%$469.9K———
AQR Capital Management LLC
N/A—8,529-8,529-100%$458.8K———
Xcelsior Advisor Partners LLC
N/A—8,044-8,044-100%$432.7K———
Ally Invest Advisors Inc.
N/A—7,942-7,942-100%$427.2K———
Brown Advisory Inc
N/A—7,939-7,939-100%$427.1K———
Cresset Asset Management, LLC
N/A—7,785-7,785-100%$418.8K———
NewEdge Advisors, LLC
N/A—7,508-7,508-100%$403.9K———
Coastwise Capital Group, LLC
N/A—7,441-7,441-100%$400.2K———
Principal Securities, Inc.
N/A—7,169-7,169-100%$385.6K———
Kintra Wealth, LLC
N/A—6,623-6,623-100%$362.8K———
Elgethun Capital Management
N/A—6,495-6,495-100%$349.4K———
Hancock Whitney Corp
N/A—6,450-6,450-100%$346.9K———
Modern Wealth Management, LLC
N/A—6,427-6,427-100%$345.7K———
Cape COD Five Cents Savings Bank
N/A—6,332-6,332-100%$340.6K———
Cerity Partners LLC
N/A—6,280-6,280-100%$337.8K———
Columbia River Financial Group, LLC
N/A—6,125-6,125-100%$329.0K———
Global Retirement Partners, LLC
N/A—5,958-5,958-100%$320.5K———
Kingsview Wealth Management, LLC
N/A—5,878-5,878-100%$316.2K———
Norris Financial Group, LLC
N/A—5,379-5,379-100%$289.3K———
Trustmark Bank Trust Department
N/A—5,237-5,237-100%$281.7K———
PCM Encore, LLC
N/A—4,976-4,976-100%$267.7K———
Kovack Advisors, Inc.
N/A—4,907-4,907-100%$260.8K———
McNamara Financial Services, Inc.
N/A—4,769-4,769-100%$256.5K———
Daybright Advisory Services, Inc.
N/A—4,661-4,661-100%$250.3K———
Meeder Advisory Services, Inc.
N/A—4,569-4,569-100%$245.7K———
Three Bearings Fiduciary Advisors, Inc.
N/A—4,541-4,541-100%$244.3K———
Fund Advisors of America Inc
N/A—4,529-4,529-100%$243.6K———
Calton & Associates, Inc.
N/A—4,472-4,472-100%$240.5K———
Rockbridge Investment Management, LCC
N/A—4,446-4,446-100%$239.2K———
Stratos Wealth Partners, Ltd.
N/A—4,289-4,289-100%$230.7K———
Stephens Inc
N/A—4,181-4,181-100%$224.9K———
Pinnacle Financial Partners, Inc.
N/A—4,174-4,174-100%$224.5K———
Alteri Wealth LLC
N/A—4,000-4,000-100%$215.2K———
HRT Financial LP
N/A—3,789-3,789-100%$203.0K———
Qube Research & Technologies Ltd
N/A—3,725-3,725-100%$200.4K———
EP Wealth Advisors, LLC
N/A—3,711-3,711-100%$199.6K———
Synergy Investment Management, LLC
N/A—3,386-3,386-100%$182.1K———
Aptus Capital Advisors, LLC
N/A—3,348-3,348-100%$180.1K———
Strategic Investment Solutions, Inc.
N/A—2,900-2,900-100%$156.0K———
Purpose Unlimited Inc.
N/A—2,875-2,875-100%$157.2K———
Continuum Advisory, LLC
N/A—2,555-2,555-100%$137.4K———
BFC Planning, Inc.
N/A—2,130-2,130-100%$114.6K———
MidFirst Bank
N/A—2,101-2,101-100%$113.0K———
Logan Capital Management Inc
N/A—2,000-2,000-100%$107.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,837-1,837-100%$98.8K———
BlackRock, Inc.
N/A—1,812-1,812-100%$97.5K———
Blair William & Co
N/A—1,706-1,706-100%$91.8K———
Ameritas Advisory Services, LLC
N/A—1,614-1,614-100%$86.8K———
LOM Asset Management Ltd
N/A—1,585-1,585-100%$85.3K———
Frazier Financial Advisors, LLC
N/A—1,567-1,567-100%$84.3K———
Strategic Wealth Partners, Ltd.
N/A—1,142-1,142-100%$61.4K———
AE Wealth Management LLC
N/A—860-860-100%$46.3K———
Dunhill Financial, LLC
N/A—650-650-100%$35.0K———
Arax Advisory Partners
N/A—585-585-100%$31.5K———
Longview Financial Advisors LLC
N/A—555-555-100%$29.9K———
O'shaughnessy Asset Management, LLC
N/A—487-487-100%$26.2K———
CoreFirst Bank & Trust
N/A—430-430-100%$23.1K———
Smartleaf Asset Management LLC
N/A—363-363-100%$19.4K———
Colonial Trust Co / SC
N/A—316-316-100%$16.9K———
Ameritas Investment Partners, Inc.
N/A—235-235-100%$12.6K———
Founders Financial Alliance, LLC
N/A—229-229-100%$12.3K———
Franklin Resources Inc
N/A—216-216-100%$11.6K———
Vanguard Advisers Inc
N/A—148-148-100%$8.0K———
LRI Investments, LLC
N/A—142-142-100%$7.6K———
Keating Financial Advisory Services, Inc.
N/A—112-112-100%$6.0K———
Vision Retirement, LLC
N/A—111-111-100%$6.0K———
Howe & Rusling Inc
N/A—105-105-100%$5.6K———
BNP Paribas
N/A—73-73-100%$3.9K———
Ancora Advisors LLCA
N/A—68-68-100%$3.7K———
Rialto Wealth Management, LLC
N/A—54-54-100%$2.9K———
Glen Eagle Advisors, LLC
N/A—18-18-100%$948———
SHP Wealth Management
N/A—15-15-100%$807———
Showing 401 of 401 institutions