Alps Oshares US Small-Cap QU (OUSM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Thrivent Financial for Lutherans

INCREASED

Shares553,452 from 306,034

Change+247,418 (+81%)

Value$25.5M (+$11.0M)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares517,788 from 537,450

Change-19,662 (-4%)

Value$23.8M (-$1.8M)

Filed 2026-11-06

Stonehearth Capital Management, LLC

INCREASED

Shares383,052 from 377,783

Change+5,269 (+1%)

Value$17.6M (-$358.7K)

Filed 2026-10-13

Premier Path Wealth Partners, LLC

INCREASED

Shares116,842 from 84,732

Change+32,110 (+38%)

Value$5.4M (+$1.3M)

Filed 2026-10-16

Park Edge Advisors, LLC

DECREASED

Shares96,847 from 127,116

Change-30,269 (-24%)

Value$4.4M (-$1.6M)

Filed 2026-10-28

Beam Wealth Advisors, Inc.

INCREASED

Shares85,362 from 82,292

Change+3,070 (+4%)

Value$3.9M (+$10.2K)

Filed 2026-11-03

Sheets Smith Wealth Management

DECREASED

Shares77,540 from 79,555

Change-2,015 (-3%)

Value$3.6M (-$219.1K)

Filed 2026-10-16

Brady Martz Wealth Solutions, LLC

INCREASED

Shares73,666 from 65,107

Change+8,559 (+13%)

Value$3.4M (+$289.6K)

Filed 2026-11-05

Allworth Financial LP

NEW

Shares61,993

Change+61,993

Value$2.9M

Filed 2026-11-06

Summit Financial Wealth Advisors, LLC

INCREASED

Shares54,956 from 54,068

Change+888 (+2%)

Value$2.5M (-$45.2K)

Filed 2026-10-15

Secure Asset Management, LLC

INCREASED

Shares53,494 from 49,849

Change+3,645 (+7%)

Value$2.5M (+$88.2K)

Filed 2026-10-19

Level Four Advisory Services, LLC

DECREASED

Shares52,437 from 88,604

Change-36,167 (-41%)

Value$2.4M (-$1.8M)

Filed 2026-11-06

Clay Northam Wealth Management, LLC

INCREASED

Shares49,773 from 46,268

Change+3,505 (+8%)

Value$2.3M (+$87.4K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares38,477 from 67,551

Change-29,074 (-43%)

Value$1.8M (-$1.4M)

Filed 2026-11-02

Bank of New York Mellon Corp

DECREASED

Shares36,823 from 37,715

Change-892 (-2%)

Value$1.7M (-$101.0K)

Filed 2026-11-05

Kestra Private Wealth Services, LLC

DECREASED

Shares36,567 from 40,178

Change-3,611 (-9%)

Value$1.7M (-$229.7K)

Filed 2026-11-06

Ascentis Independent Advisors

NEW

Shares26,629

Change+26,629

Value$1.2M

Filed 2026-11-03

Schorn Wealth LLC

DECREASED

Shares22,982 from 24,046

Change-1,064 (-4%)

Value$1.1M (-$87.1K)

Filed 2026-10-14

Beacon Financial Advisory LLC

DECREASED

Shares19,226 from 21,162

Change-1,936 (-9%)

Value$883.1K (-$122.6K)

Filed 2026-10-16

Acorn Wealth Advisors, LLC

DECREASED

Shares19,196 from 19,253

Change-57 (0%)

Value$881.7K (-$33.2K)

Filed 2026-10-19

Apollon Wealth Management, LLC

DECREASED

Shares14,550 from 14,635

Change-85 (-1%)

Value$668.3K (-$27.2K)

Filed 2026-10-23

VestGen Advisors, LLC

DECREASED

Shares14,371 from 15,234

Change-863 (-6%)

Value$660.1K (-$63.9K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

DECREASED

Shares12,150 from 16,095

Change-3,945 (-25%)

Value$558.1K (-$206.8K)

Filed 2026-11-02

Royal Palms Capital LLC

UNCHANGED

Shares10,830 from 10,830

Change0 (0%)

Value$497.4K (-$17.2K)

Filed 2026-10-23

Ellsworth Advisors, LLC

INCREASED

Shares10,790 from 8,270

Change+2,520 (+30%)

Value$495.6K (+$101.3K)

Filed 2026-10-15

BXM Wealth LLC

DECREASED

Shares10,490 from 10,940

Change-450 (-4%)

Value$481.8K (-$38.1K)

Filed 2026-11-03

Cambridge Advisors Inc.

UNCHANGED

Shares9,737 from 9,737

Change0 (0%)

Value$447.2K (-$15.5K)

Filed 2026-10-19

Accredited Investor Services, LLC

UNCHANGED

Shares7,157 from 7,157

Change0 (0%)

Value$328.7K (-$11.4K)

Filed 2026-10-22

Sunrise Financial Services, LLC

DECREASED

Shares7,030 from 7,157

Change-127 (-2%)

Value$322.9K (-$17.2K)

Filed 2026-10-21

Thurston, Springer, Miller, Herd & Titak, Inc.

DECREASED

Shares6,946 from 31,658

Change-24,712 (-78%)

Value$319.0K (-$1.2M)

Filed 2026-10-14

Dynamic Advisor Solutions LLC

DECREASED

Shares6,857 from 8,575

Change-1,718 (-20%)

Value$315.0K (-$92.5K)

Filed 2026-10-13

Capital Advisors, Ltd. LLC

INCREASED

Shares6,549 from 6,544

Change+5 (+0%)

Value$301.0K (-$10.0K)

Filed 2026-10-27

Sigma Planning Corp

DECREASED

Shares5,986 from 19,394

Change-13,408 (-69%)

Value$274.9K (-$646.7K)

Filed 2026-10-23

Diligent Investors, LLC

INCREASED

Shares5,282 from 5,280

Change+2 (+0%)

Value$242.6K (-$8.3K)

Filed 2026-10-21

Richardson Capital Management LLC

UNCHANGED

Shares3,750 from 3,750

Change0 (0%)

Value$172.2K (-$6.0K)

Filed 2026-10-23

Signature Equity Partners, LLC

DECREASED

Shares2,888 from 4,784

Change-1,896 (-40%)

Value$132.6K (-$94.7K)

Filed 2026-10-29

Farmers & Merchants Investments Inc

DECREASED

Shares2,621 from 2,721

Change-100 (-4%)

Value$120.4K (-$8.9K)

Filed 2026-10-22

Fifth Third Bancorp

INCREASED

Shares1,902 from 1,302

Change+600 (+46%)

Value$87.4K (+$25.5K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,400 from 1,400

Change0 (0%)

Value$64.3K (-$2.2K)

Filed 2026-11-06

Triumph Capital Management

INCREASED

Shares1,102 from 1,097

Change+5 (+0%)

Value$50.6K (-$1.5K)

Filed 2026-10-14

IFP Advisors, Inc

UNCHANGED

Shares1,013 from 1,013

Change0 (0%)

Value$46.5K (-$1.6K)

Filed 2026-10-16

Canton Hathaway, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$45.9K (-$1.6K)

Filed 2026-10-23

CoreCap Advisors, LLC

INCREASED

Shares919 from 64

Change+855 (+1336%)

Value$42.2K (+$39.2K)

Filed 2026-10-08

Golden State Wealth Management, LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$32.2K (-$1.1K)

Filed 2026-11-02

Armstrong Advisory Group, Inc

UNCHANGED

Shares561 from 561

Change0 (0%)

Value$25.8K (-$892)

Filed 2026-10-09

Rossby Financial, LCC

NEW

Shares438

Change+438

Value$20.1K

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares428 from 603

Change-175 (-29%)

Value$19.7K (-$9.0K)

Filed 2026-10-08

US Bancorp \de\

NEW

Shares367

Change+367

Value$16.9K

Filed 2026-11-05

Mosley Wealth Management

INCREASED

Shares210 from 209

Change+1 (+0%)

Value$10.0K (+$88)

Filed 2026-10-16

Assetmark, Inc

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$1.2K (-$43)

Filed 2026-10-21

Gamma Investing LLC

NEW

Shares16

Change+16

Value$735

Filed 2026-10-08

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$552 (-$19)

Filed 2026-10-23

USA Financial Formulas

NEW

Shares1

Change+1

Value$46

Filed 2026-10-16

FSA Wealth Partners, Inc.

CLOSED

Shares0 from 210,010

Change-210,010 (-100%)

Value$0 (-$10.0M)

Filed 2026-10-26

National Wealth Management Group, LLC

CLOSED

Shares0 from 11,565

Change-11,565 (-100%)

Value$0 (-$549.6K)

Filed 2026-10-26

Mission Wealth Management, LP

CLOSED

Shares0 from 5,393

Change-5,393 (-100%)

Value$0 (-$256.3K)

Filed 2026-10-15

Atlatl Advisers LLC

CLOSED

Shares0 from 890

Change-890 (-100%)

Value$0 (-$42.3K)

Filed 2026-10-22

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 217

Change-217 (-100%)

Value$0 (-$10.3K)

Filed 2026-11-06

Ameriprise Financial Inc

N/A

Shares— from 1,505,621

Change-1,505,621 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,391,063

Change-1,391,063 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,261,048

Change-1,261,048 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,099,240

Change-1,099,240 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 898,228

Change-898,228 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 303,822

Change-303,822 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 254,059

Change-254,059 (-100%)

Value—

UBS Group AG

N/A

Shares— from 234,116

Change-234,116 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 191,660

Change-191,660 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 138,643

Change-138,643 (-100%)

Value—

Hamrick Investment Counsel, llc

N/A

Shares— from 135,722

Change-135,722 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 129,166

Change-129,166 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 114,497

Change-114,497 (-100%)

Value—

Castle Wealth Management LLC

N/A

Shares— from 105,822

Change-105,822 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 101,025

Change-101,025 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 97,113

Change-97,113 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 94,447

Change-94,447 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 83,028

Change-83,028 (-100%)

Value—

Barnes Pettey Financial Advisors, LLC

N/A

Shares— from 71,173

Change-71,173 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 65,544

Change-65,544 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 64,638

Change-64,638 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 58,715

Change-58,715 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 52,003

Change-52,003 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 44,300

Change-44,300 (-100%)

Value—

Haverford Trust Co

N/A

Shares— from 44,255

Change-44,255 (-100%)

Value—

&partners

N/A

Shares— from 41,287

Change-41,287 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 38,226

Change-38,226 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 30,838

Change-30,838 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 26,401

Change-26,401 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 25,571

Change-25,571 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 25,372

Change-25,372 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 24,351

Change-24,351 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 24,295

Change-24,295 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 21,924

Change-21,924 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 20,415

Change-20,415 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 16,522

Change-16,522 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 15,476

Change-15,476 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 15,290

Change-15,290 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 14,825

Change-14,825 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 14,425

Change-14,425 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 13,790

Change-13,790 (-100%)

Value—

Intrepid Financial Planning Group LLC

N/A

Shares— from 10,632

Change-10,632 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 9,014

Change-9,014 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 8,780

Change-8,780 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,608

Change-7,608 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,953

Change-6,953 (-100%)

Value—

OneAscent Wealth Management LLC

N/A

Shares— from 6,681

Change-6,681 (-100%)

Value—

Blue Chip Partners, LLC

N/A

Shares— from 6,094

Change-6,094 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 5,960

Change-5,960 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 5,608

Change-5,608 (-100%)

Value—

JMG Financial Group, Ltd.

N/A

Shares— from 5,579

Change-5,579 (-100%)

Value—

Everpar Advisors LLC

N/A

Shares— from 5,363

Change-5,363 (-100%)

Value—

Prasad Wealth Partners, LLC

N/A

Shares— from 5,167

Change-5,167 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,755

Change-4,755 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,535

Change-4,535 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 4,517

Change-4,517 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 4,383

Change-4,383 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,972

Change-3,972 (-100%)

Value—

Morgan Dempsey Capital Management LLC

N/A

Shares— from 3,291

Change-3,291 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,783

Change-1,783 (-100%)

Value—

Miller Capital Partners, Inc.

N/A

Shares— from 1,124

Change-1,124 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,052

Change-1,052 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 804

Change-804 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 343

Change-343 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 221

Change-221 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 190

Change-190 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 167

Change-167 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 141

Change-141 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 127

Change-127 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 34

Change-34 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 13

Change-13 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

	Status
Thrivent Financial for Lutherans	INCREASED	553,452	306,034	+247,418	+81%	$14.5M	$25.5M	+$11.0M	2026-11-05
LPL Financial LLC	DECREASED	517,788	537,450	-19,662	-4%	$25.5M	$23.8M	-$1.8M	2026-11-06
Stonehearth Capital Management, LLC	INCREASED	383,052	377,783	+5,269	+1%	$18.0M	$17.6M	-$358.7K	2026-10-13
Premier Path Wealth Partners, LLC	INCREASED	116,842	84,732	+32,110	+38%	$4.0M	$5.4M	+$1.3M	2026-10-16
Park Edge Advisors, LLC	DECREASED	96,847	127,116	-30,269	-24%	$6.0M	$4.4M	-$1.6M	2026-10-28
Beam Wealth Advisors, Inc.	INCREASED	85,362	82,292	+3,070	+4%	$3.9M	$3.9M	+$10.2K	2026-11-03
Sheets Smith Wealth Management	DECREASED	77,540	79,555	-2,015	-3%	$3.8M	$3.6M	-$219.1K	2026-10-16
Brady Martz Wealth Solutions, LLC	INCREASED	73,666	65,107	+8,559	+13%	$3.1M	$3.4M	+$289.6K	2026-11-05
Allworth Financial LP	NEW	61,993	—	+61,993	—	—	$2.9M	—	2026-11-06
Summit Financial Wealth Advisors, LLC	INCREASED	54,956	54,068	+888	+2%	$2.6M	$2.5M	-$45.2K	2026-10-15
Secure Asset Management, LLC	INCREASED	53,494	49,849	+3,645	+7%	$2.4M	$2.5M	+$88.2K	2026-10-19
Level Four Advisory Services, LLC	DECREASED	52,437	88,604	-36,167	-41%	$4.2M	$2.4M	-$1.8M	2026-11-06
Clay Northam Wealth Management, LLC	INCREASED	49,773	46,268	+3,505	+8%	$2.2M	$2.3M	+$87.4K	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	38,477	67,551	-29,074	-43%	$3.2M	$1.8M	-$1.4M	2026-11-02
Bank of New York Mellon Corp	DECREASED	36,823	37,715	-892	-2%	$1.8M	$1.7M	-$101.0K	2026-11-05
Kestra Private Wealth Services, LLC	DECREASED	36,567	40,178	-3,611	-9%	$1.9M	$1.7M	-$229.7K	2026-11-06
Ascentis Independent Advisors	NEW	26,629	—	+26,629	—	—	$1.2M	—	2026-11-03
Schorn Wealth LLC	DECREASED	22,982	24,046	-1,064	-4%	$1.1M	$1.1M	-$87.1K	2026-10-14
Beacon Financial Advisory LLC	DECREASED	19,226	21,162	-1,936	-9%	$1.0M	$883.1K	-$122.6K	2026-10-16
Acorn Wealth Advisors, LLC	DECREASED	19,196	19,253	-57	0%	$914.9K	$881.7K	-$33.2K	2026-10-19
Apollon Wealth Management, LLC	DECREASED	14,550	14,635	-85	-1%	$695.5K	$668.3K	-$27.2K	2026-10-23
VestGen Advisors, LLC	DECREASED	14,371	15,234	-863	-6%	$723.9K	$660.1K	-$63.9K	2026-10-27
Commonwealth Equity Services, LLC	DECREASED	12,150	16,095	-3,945	-25%	$764.8K	$558.1K	-$206.8K	2026-11-02
Royal Palms Capital LLC	UNCHANGED	10,830	10,830	0	0%	$514.6K	$497.4K	-$17.2K	2026-10-23
Ellsworth Advisors, LLC	INCREASED	10,790	8,270	+2,520	+30%	$394.3K	$495.6K	+$101.3K	2026-10-15
BXM Wealth LLC	DECREASED	10,490	10,940	-450	-4%	$519.9K	$481.8K	-$38.1K	2026-11-03
Cambridge Advisors Inc.	UNCHANGED	9,737	9,737	0	0%	$462.7K	$447.2K	-$15.5K	2026-10-19
Accredited Investor Services, LLC	UNCHANGED	7,157	7,157	0	0%	$340.1K	$328.7K	-$11.4K	2026-10-22
Sunrise Financial Services, LLC	DECREASED	7,030	7,157	-127	-2%	$340.1K	$322.9K	-$17.2K	2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	6,946	31,658	-24,712	-78%	$1.5M	$319.0K	-$1.2M	2026-10-14
Dynamic Advisor Solutions LLC	DECREASED	6,857	8,575	-1,718	-20%	$407.5K	$315.0K	-$92.5K	2026-10-13
Capital Advisors, Ltd. LLC	INCREASED	6,549	6,544	+5	+0%	$311.0K	$301.0K	-$10.0K	2026-10-27
Sigma Planning Corp	DECREASED	5,986	19,394	-13,408	-69%	$921.6K	$274.9K	-$646.7K	2026-10-23
Diligent Investors, LLC	INCREASED	5,282	5,280	+2	+0%	$250.9K	$242.6K	-$8.3K	2026-10-21
Richardson Capital Management LLC	UNCHANGED	3,750	3,750	0	0%	$178.2K	$172.2K	-$6.0K	2026-10-23
Signature Equity Partners, LLC	DECREASED	2,888	4,784	-1,896	-40%	$227.3K	$132.6K	-$94.7K	2026-10-29
Farmers & Merchants Investments Inc	DECREASED	2,621	2,721	-100	-4%	$129.3K	$120.4K	-$8.9K	2026-10-22
Fifth Third Bancorp	INCREASED	1,902	1,302	+600	+46%	$61.9K	$87.4K	+$25.5K	2026-11-05
PNC Financial Services Group, Inc.	UNCHANGED	1,400	1,400	0	0%	$66.5K	$64.3K	-$2.2K	2026-11-06
Triumph Capital Management	INCREASED	1,102	1,097	+5	+0%	$52.2K	$50.6K	-$1.5K	2026-10-14
IFP Advisors, Inc	UNCHANGED	1,013	1,013	0	0%	$48.1K	$46.5K	-$1.6K	2026-10-16
Canton Hathaway, LLC	UNCHANGED	1,000	1,000	0	0%	$47.5K	$45.9K	-$1.6K	2026-10-23
CoreCap Advisors, LLC	INCREASED	919	64	+855	+1336%	$3.0K	$42.2K	+$39.2K	2026-10-08
Golden State Wealth Management, LLC	UNCHANGED	700	700	0	0%	$33.3K	$32.2K	-$1.1K	2026-11-02
Armstrong Advisory Group, Inc	UNCHANGED	561	561	0	0%	$26.7K	$25.8K	-$892	2026-10-09
Rossby Financial, LCC	NEW	438	—	+438	—	—	$20.1K	—	2026-11-05
Farther Finance Advisors, LLC	DECREASED	428	603	-175	-29%	$28.6K	$19.7K	-$9.0K	2026-10-08
US Bancorp \de\	NEW	367	—	+367	—	—	$16.9K	—	2026-11-05
Mosley Wealth Management	INCREASED	210	209	+1	+0%	$9.9K	$10.0K	+$88	2026-10-16
Assetmark, Inc	UNCHANGED	27	27	0	0%	$1.3K	$1.2K	-$43	2026-10-21
Gamma Investing LLC	NEW	16	—	+16	—	—	$735	—	2026-10-08
Dhjj Financial Advisors, Ltd.	UNCHANGED	12	12	0	0%	$571	$552	-$19	2026-10-23
USA Financial Formulas	NEW	1	—	+1	—	—	$46	—	2026-10-16
FSA Wealth Partners, Inc.	CLOSED	0	210,010	-210,010	-100%	$10.0M	$0	-$10.0M	2026-10-26
National Wealth Management Group, LLC	CLOSED	0	11,565	-11,565	-100%	$549.6K	$0	-$549.6K	2026-10-26
Mission Wealth Management, LP	CLOSED	0	5,393	-5,393	-100%	$256.3K	$0	-$256.3K	2026-10-15
Atlatl Advisers LLC	CLOSED	0	890	-890	-100%	$42.3K	$0	-$42.3K	2026-10-22
Institute for Wealth Management, Llc.	CLOSED	0	217	-217	-100%	$10.3K	$0	-$10.3K	2026-11-06
Ameriprise Financial Inc	N/A	—	1,505,621	-1,505,621	-100%	$71.5M	—	—	—
Raymond James Financial Inc	N/A	—	1,391,063	-1,391,063	-100%	$66.1M	—	—	—
Morgan Stanley	N/A	—	1,261,048	-1,261,048	-100%	$59.9M	—	—	—
Cetera Investment Advisers	N/A	—	1,099,240	-1,099,240	-100%	$52.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	898,228	-898,228	-100%	$42.7M	—	—	—
Bank of America Corp	N/A	—	303,822	-303,822	-100%	$14.4M	—	—	—
Wells Fargo & Company	N/A	—	254,059	-254,059	-100%	$12.1M	—	—	—
UBS Group AG	N/A	—	234,116	-234,116	-100%	$11.1M	—	—	—
Royal Bank of Canada	N/A	—	191,660	-191,660	-100%	$9.1M	—	—	—
Mason & Associates Inc	N/A	—	138,643	-138,643	-100%	$6.6M	—	—	—
Hamrick Investment Counsel, llc	N/A	—	135,722	-135,722	-100%	$6.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	129,166	-129,166	-100%	$6.1M	—	—	—
MML Investors Services, LLC	N/A	—	114,497	-114,497	-100%	$5.4M	—	—	—
Castle Wealth Management LLC	N/A	—	105,822	-105,822	-100%	$5.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	101,025	-101,025	-100%	$4.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	97,113	-97,113	-100%	$4.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	94,447	-94,447	-100%	$4.5M	—	—	—
Stifel Financial Corp	N/A	—	83,028	-83,028	-100%	$3.9M	—	—	—
Barnes Pettey Financial Advisors, LLC	N/A	—	71,173	-71,173	-100%	$3.4M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	65,544	-65,544	-100%	$3.1M	—	—	—
Wealthspire Advisors, LLC	N/A	—	64,638	-64,638	-100%	$3.1M	—	—	—
Advisory Services Network, LLC	N/A	—	58,715	-58,715	-100%	$2.8M	—	—	—
Private Advisor Group, LLC	N/A	—	52,003	-52,003	-100%	$2.5M	—	—	—
Brown Advisory Inc	N/A	—	44,300	-44,300	-100%	$2.1M	—	—	—
Haverford Trust Co	N/A	—	44,255	-44,255	-100%	$2.1M	—	—	—
&partners	N/A	—	41,287	-41,287	-100%	$2.0M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	38,226	-38,226	-100%	$1.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	30,838	-30,838	-100%	$1.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	26,401	-26,401	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	25,571	-25,571	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	25,372	-25,372	-100%	$1.2M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	24,351	-24,351	-100%	$1.2M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	24,295	-24,295	-100%	$1.2M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	21,924	-21,924	-100%	$1.0M	—	—	—
Equitable Holdings, Inc.	N/A	—	20,415	-20,415	-100%	$970.1K	—	—	—
Virtu Financial LLC	N/A	—	16,522	-16,522	-100%	$785.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	15,476	-15,476	-100%	$735.4K	—	—	—
JPMorgan Chase & Co	N/A	—	15,290	-15,290	-100%	$723.2K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	14,825	-14,825	-100%	$704.5K	—	—	—
Mutual Advisors, LLC	N/A	—	14,425	-14,425	-100%	$685.5K	—	—	—
Flow Traders U.S. LLC	N/A	—	13,790	-13,790	-100%	$655.0K	—	—	—
Intrepid Financial Planning Group LLC	N/A	—	10,632	-10,632	-100%	$505.3K	—	—	—
HRT Financial LP	N/A	—	9,014	-9,014	-100%	$428.0K	—	—	—
Nova Wealth Management, Inc.	N/A	—	8,780	-8,780	-100%	$417.2K	—	—	—
HighTower Advisors, LLC	N/A	—	7,608	-7,608	-100%	$361.5K	—	—	—
FMR LLC	N/A	—	6,953	-6,953	-100%	$330.4K	—	—	—
OneAscent Wealth Management LLC	N/A	—	6,681	-6,681	-100%	$317.5K	—	—	—
Blue Chip Partners, LLC	N/A	—	6,094	-6,094	-100%	$289.6K	—	—	—
USA Financial Formulas	N/A	—	5,960	-5,960	-100%	$283.2K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	5,608	-5,608	-100%	$266.5K	—	—	—
JMG Financial Group, Ltd.	N/A	—	5,579	-5,579	-100%	$265.1K	—	—	—
Everpar Advisors LLC	N/A	—	5,363	-5,363	-100%	$254.8K	—	—	—
Prasad Wealth Partners, LLC	N/A	—	5,167	-5,167	-100%	$245.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,755	-4,755	-100%	$226.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,535	-4,535	-100%	$215.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	4,517	-4,517	-100%	$214.6K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	4,383	-4,383	-100%	$208.3K	—	—	—
Harbour Investments, Inc.	N/A	—	3,972	-3,972	-100%	$188.7K	—	—	—
Morgan Dempsey Capital Management LLC	N/A	—	3,291	-3,291	-100%	$156.4K	—	—	—
IFG Advisory, LLC	N/A	—	1,783	-1,783	-100%	$84.7K	—	—	—
Miller Capital Partners, Inc.	N/A	—	1,124	-1,124	-100%	$53.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,052	-1,052	-100%	$50.0K	—	—	—
Capital Analysts, LLC	N/A	—	804	-804	-100%	$38	—	—	—
Qube Research & Technologies Ltd	N/A	—	343	-343	-100%	$16.3K	—	—	—
Quent Capital, LLC	N/A	—	221	-221	-100%	$10.5K	—	—	—
Johnson Financial Group, Inc.	N/A	—	190	-190	-100%	$9.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	167	-167	-100%	$7.9K	—	—	—
Huntington National Bank	N/A	—	141	-141	-100%	$6.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	127	-127	-100%	$6.0K	—	—	—
Vanguard Advisers Inc	N/A	—	34	-34	-100%	$1.6K	—	—	—
Arax Advisory Partners	N/A	—	13	-13	-100%	$618	—	—	—
HHM Wealth Advisors, LLC	N/A	—	7	-7	-100%	$333	—	—	—

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