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Abrdn Bloomberg All Commodit (BCI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Abundance Wealth Counselors
DECREASED
Shares1,569,775 from 1,592,747
Change-22,972 (-1%)
Value$40.6M (+$5.0M)
Filed 2026-10-26
iA Global Asset Management Inc.
NEW
Shares1,383,200
Change+1,383,200
Value$35.8M
Filed 2026-10-29
Financial & Tax Architects, LLC
INCREASED
Shares970,231 from 917,652
Change+52,579 (+6%)
Value$25.1M (+$4.6M)
Filed 2026-10-15
Lockheed Martin Investment Management Co
DECREASED
Shares880,000 from 938,100
Change-58,100 (-6%)
Value$22.8M (+$1.8M)
Filed 2026-11-04
Foguth Wealth Management, Llc.
INCREASED
Shares868,298 from 297,857
Change+570,441 (+192%)
Value$22.9M (+$15.8M)
Filed 2026-10-19
Insight Wealth Strategies, LLC
NEW
Shares761,713
Change+761,713
Value$19.7M
Filed 2026-10-09
Principal Financial Group Inc
DECREASED
Shares652,745 from 892,770
Change-240,025 (-27%)
Value$16.9M (-$3.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares561,923 from 407,498
Change+154,425 (+38%)
Value$14.5M (+$5.4M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares517,033 from 412,183
Change+104,850 (+25%)
Value$13.4M (+$4.2M)
Filed 2026-10-30
Bangor Savings Bank
DECREASED
Shares479,577 from 500,930
Change-21,353 (-4%)
Value$12.4M (+$1.2M)
Filed 2026-10-06
LTS Liquid Investments LLC
DECREASED
Shares457,523 from 810,918
Change-353,395 (-44%)
Value$11.8M (-$6.3M)
Filed 2026-10-23
RS Crum Inc.
INCREASED
Shares416,722 from 411,352
Change+5,370 (+1%)
Value$10.8M (+$1.6M)
Filed 2026-10-19
Avestar Capital, LLC
INCREASED
Shares406,219 from 349,204
Change+57,015 (+16%)
Value$10.5M (+$2.7M)
Filed 2026-10-28
Investment Research Partners LLC
INCREASED
Shares345,035 from 338,083
Change+6,952 (+2%)
Value$8.9M (+$1.4M)
Filed 2026-10-19
TSG Advice Partners, LLC
NEW
Shares320,850
Change+320,850
Value$7.2M
Filed 2026-10-29
Allstreet Capital Advisors LLC
INCREASED
Shares294,649 from 289,606
Change+5,043 (+2%)
Value$7.6M (+$1.2M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares287,275 from 294,547
Change-7,272 (-2%)
Value$7.4M (+$851.6K)
Filed 2026-11-05
Independence Wealth Advisors, LLC
DECREASED
Shares264,664 from 413,098
Change-148,434 (-36%)
Value$6.8M (-$2.4M)
Filed 2026-10-29
Legacy Wealth Asset Management, LLC
NEW
Shares256,668
Change+256,668
Value$6.6M
Filed 2026-10-09
S. R. Schill & Associates
DECREASED
Shares235,517 from 238,394
Change-2,877 (-1%)
Value$6.1M (+$767.1K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares229,833 from 206,367
Change+23,466 (+11%)
Value$5.9M (+$1.3M)
Filed 2026-11-05
Plan A Wealth LLC
INCREASED
Shares220,387 from 215,854
Change+4,533 (+2%)
Value$5.7M (+$879.3K)
Filed 2026-10-08
Vise Technologies, Inc.
NEW
Shares220,367
Change+220,367
Value$5.7M
Filed 2026-10-29
Resonant Capital Advisors, LLC
INCREASED
Shares208,622 from 208,595
Change+27 (+0%)
Value$5.4M (+$737.0K)
Filed 2026-10-15
Accordant Advisory Group Inc
DECREASED
Shares184,383 from 273,752
Change-89,369 (-33%)
Value$4.8M (-$1.3M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares183,126 from 74,880
Change+108,246 (+145%)
Value$4.7M (+$3.1M)
Filed 2026-11-02
Versant Capital Management, Inc
UNCHANGED
Shares158,262 from 158,262
Change0 (0%)
Value$4.1M (+$558.7K)
Filed 2026-10-02
SigFig Wealth Management, LLC
DECREASED
Shares144,119 from 155,594
Change-11,475 (-7%)
Value$3.7M (+$283.5K)
Filed 2026-10-07
AlphaCore Capital LLC
INCREASED
Shares128,122 from 110,314
Change+17,808 (+16%)
Value$3.3M (+$850.1K)
Filed 2026-11-04
MCF Advisors LLC
DECREASED
Shares126,228 from 153,970
Change-27,742 (-18%)
Value$3.3M (-$174.2K)
Filed 2026-10-28
Invested Advisors
DECREASED
Shares122,163 from 124,050
Change-1,887 (-2%)
Value$3.2M (+$389.1K)
Filed 2026-10-23
American Financial & TAX Strategies Inc
DECREASED
Shares116,298 from 120,751
Change-4,453 (-4%)
Value$3.0M (+$311.1K)
Filed 2026-10-16
Avail Investment Partners, LLC
INCREASED
Shares115,809 from 110,511
Change+5,298 (+5%)
Value$3.0M (+$527.2K)
Filed 2026-10-16
Manske Wealth Management
INCREASED
Shares112,342 from 107,600
Change+4,742 (+4%)
Value$2.9M (+$502.5K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares111,751 from 114,774
Change-3,023 (-3%)
Value$2.9M (+$287.0K)
Filed 2026-10-13
K2 Financial Inc.
DECREASED
Shares99,549 from 100,482
Change-933 (-1%)
Value$2.6M (+$341.2K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares97,154 from 16,164
Change+80,990 (+501%)
Value$2.5M (+$2.1M)
Filed 2026-11-03
Csenge Advisory Group
DECREASED
Shares93,621 from 103,800
Change-10,179 (-10%)
Value$2.4M (+$103.1K)
Filed 2026-11-04
Heritage Family Offices, LLP
INCREASED
Shares91,968 from 77,454
Change+14,514 (+19%)
Value$2.4M (+$648.9K)
Filed 2026-11-02
Clarity Retirement & Wealth, LLC
INCREASED
Shares83,748 from 82,126
Change+1,622 (+2%)
Value$2.2M (+$331.9K)
Filed 2026-11-04
Apella Capital, LLC
DECREASED
Shares77,007 from 92,067
Change-15,060 (-16%)
Value$2.0M (-$104.3K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares75,973 from 37,931
Change+38,042 (+100%)
Value$2.0M (+$1.1M)
Filed 2026-11-05
Ramiah Investment Group
INCREASED
Shares73,570 from 72,946
Change+624 (+1%)
Value$1.9M (+$273.6K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares66,271 from 65,485
Change+786 (+1%)
Value$1.7M (+$251.0K)
Filed 2026-11-02
RFG Advisory, LLC
NEW
Shares66,032
Change+66,032
Value$1.7M
Filed 2026-11-03
Creative Planning
INCREASED
Shares59,781 from 58,964
Change+817 (+1%)
Value$1.5M (+$229.3K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED
Shares53,992 from 52,272
Change+1,720 (+3%)
Value$1.4M (+$229.0K)
Filed 2026-11-02
Boston Standard Wealth Management, LLC
DECREASED
Shares46,615 from 46,616
Change-1 (0%)
Value$1.2M (+$168.0K)
Filed 2026-10-07
Blue Trust, Inc.
DECREASED
Shares45,849 from 109,976
Change-64,127 (-58%)
Value$1.2M (-$1.3M)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares45,534 from 19,285
Change+26,249 (+136%)
Value$1.2M (+$747.1K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
INCREASED
Shares43,089 from 37,432
Change+5,657 (+15%)
Value$1.1M (+$275.0K)
Filed 2026-11-02
Hengehold Capital Management LLC
INCREASED
Shares39,477 from 39,476
Change+1 (0%)
Value$1.0M (+$139.4K)
Filed 2026-10-16
FAI Advisors, Inc.
DECREASED
Shares38,233 from 39,884
Change-1,651 (-4%)
Value$989.1K (+$98.1K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares34,916 from 22,734
Change+12,182 (+54%)
Value$903.3K (+$395.4K)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares32,987 from 150
Change+32,837 (+21891%)
Value$853.4K (+$850.0K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares32,921 from 32,921
Change0 (0%)
Value$855.0K (+$123.1K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares32,874 from 31,582
Change+1,292 (+4%)
Value$852.4K (+$93.5K)
Filed 2026-11-02
Leuthold Group, LLC
DECREASED
Shares32,316 from 32,841
Change-525 (-2%)
Value$836.0K (+$102.3K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares31,758 from 31,414
Change+344 (+1%)
Value$821.6K (+$119.8K)
Filed 2026-10-22
Austin Asset Management Co Inc
INCREASED
Shares30,230 from 29,020
Change+1,210 (+4%)
Value$782.1K (+$133.7K)
Filed 2026-10-29
Outlook Wealth Advisors, LLC
INCREASED
Shares28,988 from 21,385
Change+7,603 (+36%)
Value$749.9K (+$270.0K)
Filed 2026-10-28
Mezzasalma Advisors, LLC
INCREASED
Shares26,100 from 24,100
Change+2,000 (+8%)
Value$675.2K (+$136.8K)
Filed 2026-10-14
Connecticut Wealth Management, LLC
INCREASED
Shares24,106 from 21,471
Change+2,635 (+12%)
Value$623.6K (+$144.0K)
Filed 2026-10-13
Aspen Investment Management Inc
UNCHANGED
Shares22,047 from 22,047
Change0 (0%)
Value$570.0K (+$77.0K)
Filed 2026-11-05
United Advisor Group, LLC
DECREASED
Shares20,520 from 21,209
Change-689 (-3%)
Value$530.9K (+$57.0K)
Filed 2026-11-03
Advisory Solutions Group, LLC
INCREASED
Shares20,039 from 14,588
Change+5,451 (+37%)
Value$518.4K (+$192.5K)
Filed 2026-10-14
Grove Bank & Trust
UNCHANGED
Shares19,371 from 19,371
Change0 (0%)
Value$501.1K (+$68.4K)
Filed 2026-10-08
Stewardship Advisors, LLC
INCREASED
Shares17,495 from 17,296
Change+199 (+1%)
Value$452.6K (+$66.2K)
Filed 2026-10-20
Peak Financial Advisors LLC
NEW
Shares16,814
Change+16,814
Value$435.0K
Filed 2026-10-28
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares15,989 from 15,989
Change0 (0%)
Value$413.6K (+$56.4K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares15,807 from 15,808
Change-1 (0%)
Value$408.9K (+$55.8K)
Filed 2026-10-14
Tcfg Investment Advisors, LLC
UNCHANGED
Shares15,539 from 15,539
Change0 (0%)
Value$402.0K (+$54.9K)
Filed 2026-10-20
Procyon Advisors, LLC
NEW
Shares14,170
Change+14,170
Value$366.6K
Filed 2026-10-21
Upper Left Wealth Management, LLC
DECREASED
Shares13,746 from 355,096
Change-341,350 (-96%)
Value$355.6K (-$7.6M)
Filed 2026-10-14
Heck Capital Advisors, LLC
NEW
Shares13,000
Change+13,000
Value$336.3K
Filed 2026-10-14
Davenport & Co LLC
DECREASED
Shares12,903 from 13,562
Change-659 (-5%)
Value$333.8K (+$30.8K)
Filed 2026-10-14
Independent Wealth Network Inc.
INCREASED
Shares12,829 from 12,624
Change+205 (+2%)
Value$331.9K (+$49.9K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
INCREASED
Shares12,635 from 12,067
Change+568 (+5%)
Value$326.9K (+$57.3K)
Filed 2026-11-05
Sigma Planning Corp
UNCHANGED
Shares11,845 from 11,845
Change0 (0%)
Value$306.4K (+$41.8K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares11,765 from 12,155
Change-390 (-3%)
Value$304.4K (+$32.8K)
Filed 2026-10-16
Lynx Investment Advisory
INCREASED
Shares11,487 from 11,377
Change+110 (+1%)
Value$297.2K (+$43.0K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares10,324 from 8,505
Change+1,819 (+21%)
Value$267.1K (+$77.1K)
Filed 2026-10-26
Regions Financial Corp
NEW
Shares10,005
Change+10,005
Value$258.8K
Filed 2026-11-05
Lido Advisors, LLC
UNCHANGED
Shares9,641 from 9,641
Change0 (0%)
Value$249.4K (+$34.0K)
Filed 2026-11-04
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares9,560 from 9,560
Change0 (0%)
Value$247.3K (+$33.7K)
Filed 2026-11-03
Moneco Advisors, LLC
INCREASED
Shares9,467 from 9,232
Change+235 (+3%)
Value$244.9K (+$38.7K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
NEW
Shares8,312
Change+8,312
Value$215.0K
Filed 2026-10-20
Cap Partners, LLC
NEW
Shares8,042
Change+8,042
Value$208.1K
Filed 2026-10-19
Park Avenue Securities LLC
NEW
Shares7,939
Change+7,939
Value$205.0K
Filed 2026-10-26
LexAurum Advisors, LLC
NEW
Shares7,774
Change+7,774
Value$201.1K
Filed 2026-10-19
Avion Wealth
UNCHANGED
Shares6,028 from 6,028
Change0 (0%)
Value$155.0K (+$21.0K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
DECREASED
Shares5,978 from 11,836
Change-5,858 (-49%)
Value$154.7K (-$109.8K)
Filed 2026-10-09
Bayban
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$118.4K ($0)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares5,026 from 5,043
Change-17 (0%)
Value$130.0K (+$17.4K)
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares4,980 from 4,980
Change0 (0%)
Value$128.8K (+$17.6K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares3,964 from 4,325
Change-361 (-8%)
Value$102.5K (+$5.9K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares3,338 from 2,798
Change+540 (+19%)
Value$86.4K (+$23.8K)
Filed 2026-10-08
First Community Trust NA
NEW
Shares3,031
Change+3,031
Value$78.4K
Filed 2026-10-07
Rossby Financial, LCC
INCREASED
Shares2,325 from 1,673
Change+652 (+39%)
Value$60.1K (+$22.8K)
Filed 2026-11-05
Byrne Asset Management LLC
NEW
Shares2,250
Change+2,250
Value$58.4K
Filed 2026-10-06
Silver Grove Financial Group, Inc.
DECREASED
Shares2,098 from 3,378
Change-1,280 (-38%)
Value$54.3K (-$21.2K)
Filed 2026-11-05
First Command Advisory Services, Inc.
NEW
Shares1,917
Change+1,917
Value$49.6K
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares1,855 from 1,415
Change+440 (+31%)
Value$48.0K (+$16.4K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares1,742 from 2,514
Change-772 (-31%)
Value$45.1K (-$11.1K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
INCREASED
Shares1,137 from 850
Change+287 (+34%)
Value$29.4K (+$10.4K)
Filed 2026-10-13
Bokf, NA
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$29.4K (+$4.0K)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$28.5K (+$4.0K)
Filed 2026-10-09
Signaturefd, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25.9K (+$3.5K)
Filed 2026-10-23
Daytona Street Capital LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$18.9K (+$2.2K)
Filed 2026-10-15
Financial Consulate, Inc
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$10.4K (+$1.4K)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$7.6K (+$1.0K)
Filed 2026-10-05
Princeton Global Asset Management LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$7.4K (+$1.0K)
Filed 2026-10-21
Assetmark, Inc
DECREASED
Shares286 from 298
Change-12 (-4%)
Value$7.4K (+$742)
Filed 2026-10-21
Mcdonald Partners LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$6.9K (+$939)
Filed 2026-11-03
Gamma Investing LLC
NEW
Shares115
Change+115
Value$3.0K
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares94
Change+94
Value$2.4K
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW
Shares60
Change+60
Value$1.6K
Filed 2026-10-14
Bear Mountain Capital, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.6K (+$167)
Filed 2026-11-04
Signature Resources Capital Management, LLC
INCREASED
Shares20 from 11
Change+9 (+82%)
Value$517 (+$271)
Filed 2026-10-16
Kingdom Financial Group Llc.
NEW
Shares18
Change+18
Value$466
Filed 2026-11-04
Private Trust Co NA
NEW
Shares18
Change+18
Value$466
Filed 2026-10-20
New York Life Investment Management LLC
CLOSED
Shares0 from 604,377
Change-604,377 (-100%)
Value$0 (-$13.5M)
Filed 2026-11-04
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 77,454
Change-77,454 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,770
Change-5,770 (-100%)
Value$0 (-$128.9K)
Filed 2026-10-15
NorthAvenue LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$291)
Filed 2026-10-29
Citigroup Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$246)
Filed 2026-11-04
Wells Fargo & Company
N/A
Shares— from 17,458,091
Change-17,458,091 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 13,673,094
Change-13,673,094 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 10,197,428
Change-10,197,428 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,524,311
Change-4,524,311 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,989,336
Change-3,989,336 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,356,178
Change-2,356,178 (-100%)
Value—
Nepc LLC
N/A
Shares— from 2,308,438
Change-2,308,438 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,971,939
Change-1,971,939 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,858,368
Change-1,858,368 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,383,073
Change-1,383,073 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 934,217
Change-934,217 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 731,584
Change-731,584 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 655,516
Change-655,516 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 570,658
Change-570,658 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 559,713
Change-559,713 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 540,495
Change-540,495 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 494,619
Change-494,619 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 478,400
Change-478,400 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 414,175
Change-414,175 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 359,032
Change-359,032 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 338,942
Change-338,942 (-100%)
Value—
FMR LLC
N/A
Shares— from 333,550
Change-333,550 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 310,782
Change-310,782 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 268,730
Change-268,730 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 262,491
Change-262,491 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 230,648
Change-230,648 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 183,884
Change-183,884 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 164,987
Change-164,987 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 144,966
Change-144,966 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 141,576
Change-141,576 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 133,618
Change-133,618 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 123,649
Change-123,649 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 119,880
Change-119,880 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 117,743
Change-117,743 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 89,079
Change-89,079 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 86,644
Change-86,644 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 82,145
Change-82,145 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 79,362
Change-79,362 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 68,867
Change-68,867 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 66,116
Change-66,116 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 64,773
Change-64,773 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 63,337
Change-63,337 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 60,805
Change-60,805 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 60,724
Change-60,724 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 55,056
Change-55,056 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 53,048
Change-53,048 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 52,022
Change-52,022 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 50,594
Change-50,594 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 48,531
Change-48,531 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 45,126
Change-45,126 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 44,047
Change-44,047 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 43,649
Change-43,649 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 41,742
Change-41,742 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 39,732
Change-39,732 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 38,696
Change-38,696 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 36,322
Change-36,322 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 34,141
Change-34,141 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 33,236
Change-33,236 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 30,040
Change-30,040 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 29,198
Change-29,198 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 27,642
Change-27,642 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 27,642
Change-27,642 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 27,019
Change-27,019 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 26,531
Change-26,531 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 24,557
Change-24,557 (-100%)
Value—
&partners
N/A
Shares— from 23,956
Change-23,956 (-100%)
Value—
UBS Group AG
N/A
Shares— from 22,695
Change-22,695 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 21,407
Change-21,407 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,656
Change-20,656 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 20,184
Change-20,184 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 16,835
Change-16,835 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 16,710
Change-16,710 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 16,684
Change-16,684 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 16,381
Change-16,381 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 16,357
Change-16,357 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,351
Change-15,351 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,587
Change-14,587 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 13,607
Change-13,607 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 13,591
Change-13,591 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 12,757
Change-12,757 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 12,637
Change-12,637 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,105
Change-12,105 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 12,099
Change-12,099 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 815
Change-815 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 718
Change-718 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 433
Change-433 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 200
Change-200 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 199
Change-199 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 44
Change-44 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Abundance Wealth Counselors
DECREASED1,569,7751,592,747-22,972-1%$35.6M$40.6M+$5.0M2026-10-26
iA Global Asset Management Inc.
NEW1,383,200—+1,383,200——$35.8M—2026-10-29
Financial & Tax Architects, LLC
INCREASED970,231917,652+52,579+6%$20.5M$25.1M+$4.6M2026-10-15
Lockheed Martin Investment Management Co
DECREASED880,000938,100-58,100-6%$21.0M$22.8M+$1.8M2026-11-04
Foguth Wealth Management, Llc.
INCREASED868,298297,857+570,441+192%$7.1M$22.9M+$15.8M2026-10-19
Insight Wealth Strategies, LLC
NEW761,713—+761,713——$19.7M—2026-10-09
Principal Financial Group Inc
DECREASED652,745892,770-240,025-27%$19.9M$16.9M-$3.1M2026-11-02
Kestra Advisory Services, LLC
INCREASED561,923407,498+154,425+38%$9.1M$14.5M+$5.4M2026-11-02
Truist Financial Corp
INCREASED517,033412,183+104,850+25%$9.2M$13.4M+$4.2M2026-10-30
Bangor Savings Bank
DECREASED479,577500,930-21,353-4%$11.2M$12.4M+$1.2M2026-10-06
LTS Liquid Investments LLC
DECREASED457,523810,918-353,395-44%$18.1M$11.8M-$6.3M2026-10-23
RS Crum Inc.
INCREASED416,722411,352+5,370+1%$9.2M$10.8M+$1.6M2026-10-19
Avestar Capital, LLC
INCREASED406,219349,204+57,015+16%$7.8M$10.5M+$2.7M2026-10-28
Investment Research Partners LLC
INCREASED345,035338,083+6,952+2%$7.6M$8.9M+$1.4M2026-10-19
TSG Advice Partners, LLC
NEW320,850—+320,850——$7.2M—2026-10-29
Allstreet Capital Advisors LLC
INCREASED294,649289,606+5,043+2%$6.5M$7.6M+$1.2M2026-11-04
US Bancorp \de\
DECREASED287,275294,547-7,272-2%$6.6M$7.4M+$851.6K2026-11-05
Independence Wealth Advisors, LLC
DECREASED264,664413,098-148,434-36%$9.2M$6.8M-$2.4M2026-10-29
Legacy Wealth Asset Management, LLC
NEW256,668—+256,668——$6.6M—2026-10-09
S. R. Schill & Associates
DECREASED235,517238,394-2,877-1%$5.3M$6.1M+$767.1K2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED229,833206,367+23,466+11%$4.6M$5.9M+$1.3M2026-11-05
Plan A Wealth LLC
INCREASED220,387215,854+4,533+2%$4.8M$5.7M+$879.3K2026-10-08
Vise Technologies, Inc.
NEW220,367—+220,367——$5.7M—2026-10-29
Resonant Capital Advisors, LLC
INCREASED208,622208,595+27+0%$4.7M$5.4M+$737.0K2026-10-15
Accordant Advisory Group Inc
DECREASED184,383273,752-89,369-33%$6.1M$4.8M-$1.3M2026-10-29
Commonwealth Equity Services, LLC
INCREASED183,12674,880+108,246+145%$1.7M$4.7M+$3.1M2026-11-02
Versant Capital Management, Inc
UNCHANGED158,262158,26200%$3.5M$4.1M+$558.7K2026-10-02
SigFig Wealth Management, LLC
DECREASED144,119155,594-11,475-7%$3.4M$3.7M+$283.5K2026-10-07
AlphaCore Capital LLC
INCREASED128,122110,314+17,808+16%$2.5M$3.3M+$850.1K2026-11-04
MCF Advisors LLC
DECREASED126,228153,970-27,742-18%$3.4M$3.3M-$174.2K2026-10-28
Invested Advisors
DECREASED122,163124,050-1,887-2%$2.8M$3.2M+$389.1K2026-10-23
American Financial & TAX Strategies Inc
DECREASED116,298120,751-4,453-4%$2.7M$3.0M+$311.1K2026-10-16
Avail Investment Partners, LLC
INCREASED115,809110,511+5,298+5%$2.5M$3.0M+$527.2K2026-10-16
Manske Wealth Management
INCREASED112,342107,600+4,742+4%$2.4M$2.9M+$502.5K2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED111,751114,774-3,023-3%$2.6M$2.9M+$287.0K2026-10-13
K2 Financial Inc.
DECREASED99,549100,482-933-1%$2.3M$2.6M+$341.2K2026-10-26
StoneX Group Inc.
INCREASED97,15416,164+80,990+501%$393.2K$2.5M+$2.1M2026-11-03
Csenge Advisory Group
DECREASED93,621103,800-10,179-10%$2.3M$2.4M+$103.1K2026-11-04
Heritage Family Offices, LLP
INCREASED91,96877,454+14,514+19%$1.7M$2.4M+$648.9K2026-11-02
Clarity Retirement & Wealth, LLC
INCREASED83,74882,126+1,622+2%$1.8M$2.2M+$331.9K2026-11-04
Apella Capital, LLC
DECREASED77,00792,067-15,060-16%$2.1M$2.0M-$104.3K2026-10-08
Fifth Third Bancorp
INCREASED75,97337,931+38,042+100%$847.4K$2.0M+$1.1M2026-11-05
Ramiah Investment Group
INCREASED73,57072,946+624+1%$1.6M$1.9M+$273.6K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED66,27165,485+786+1%$1.5M$1.7M+$251.0K2026-11-02
RFG Advisory, LLC
NEW66,032—+66,032——$1.7M—2026-11-03
Creative Planning
INCREASED59,78158,964+817+1%$1.3M$1.5M+$229.3K2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED53,99252,272+1,720+3%$1.2M$1.4M+$229.0K2026-11-02
Boston Standard Wealth Management, LLC
DECREASED46,61546,616-10%$1.0M$1.2M+$168.0K2026-10-07
Blue Trust, Inc.
DECREASED45,849109,976-64,127-58%$2.5M$1.2M-$1.3M2026-10-15
Aprio Wealth Management, LLC
INCREASED45,53419,285+26,249+136%$430.8K$1.2M+$747.1K2026-10-28
Walkner Condon Financial Advisors LLC
INCREASED43,08937,432+5,657+15%$839.7K$1.1M+$275.0K2026-11-02
Hengehold Capital Management LLC
INCREASED39,47739,476+10%$881.9K$1.0M+$139.4K2026-10-16
FAI Advisors, Inc.
DECREASED38,23339,884-1,651-4%$891.0K$989.1K+$98.1K2026-10-27
Diversified Enterprises, LLC
INCREASED34,91622,734+12,182+54%$507.9K$903.3K+$395.4K2026-10-19
Creative Financial Designs Inc
INCREASED32,987150+32,837+21891%$3.4K$853.4K+$850.0K2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED32,92132,92100%$731.8K$855.0K+$123.1K2026-10-16
Sovran Advisors, LLC
INCREASED32,87431,582+1,292+4%$758.9K$852.4K+$93.5K2026-11-02
Leuthold Group, LLC
DECREASED32,31632,841-525-2%$733.7K$836.0K+$102.3K2026-11-04
Perigon Wealth Management, LLC
INCREASED31,75831,414+344+1%$701.8K$821.6K+$119.8K2026-10-22
Austin Asset Management Co Inc
INCREASED30,23029,020+1,210+4%$648.3K$782.1K+$133.7K2026-10-29
Outlook Wealth Advisors, LLC
INCREASED28,98821,385+7,603+36%$479.9K$749.9K+$270.0K2026-10-28
Mezzasalma Advisors, LLC
INCREASED26,10024,100+2,000+8%$538.4K$675.2K+$136.8K2026-10-14
Connecticut Wealth Management, LLC
INCREASED24,10621,471+2,635+12%$479.7K$623.6K+$144.0K2026-10-13
Aspen Investment Management Inc
UNCHANGED22,04722,04700%$493.0K$570.0K+$77.0K2026-11-05
United Advisor Group, LLC
DECREASED20,52021,209-689-3%$473.8K$530.9K+$57.0K2026-11-03
Advisory Solutions Group, LLC
INCREASED20,03914,588+5,451+37%$325.9K$518.4K+$192.5K2026-10-14
Grove Bank & Trust
UNCHANGED19,37119,37100%$432.7K$501.1K+$68.4K2026-10-08
Stewardship Advisors, LLC
INCREASED17,49517,296+199+1%$386.4K$452.6K+$66.2K2026-10-20
Peak Financial Advisors LLC
NEW16,814—+16,814——$435.0K—2026-10-28
Global Strategic Investment Solutions, LLC
UNCHANGED15,98915,98900%$357.2K$413.6K+$56.4K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED15,80715,808-10%$353.1K$408.9K+$55.8K2026-10-14
Tcfg Investment Advisors, LLC
UNCHANGED15,53915,53900%$347.1K$402.0K+$54.9K2026-10-20
Procyon Advisors, LLC
NEW14,170—+14,170——$366.6K—2026-10-21
Upper Left Wealth Management, LLC
DECREASED13,746355,096-341,350-96%$7.9M$355.6K-$7.6M2026-10-14
Heck Capital Advisors, LLC
NEW13,000—+13,000——$336.3K—2026-10-14
Davenport & Co LLC
DECREASED12,90313,562-659-5%$303.0K$333.8K+$30.8K2026-10-14
Independent Wealth Network Inc.
INCREASED12,82912,624+205+2%$282.0K$331.9K+$49.9K2026-10-19
Endeavor Private Wealth, Inc.
INCREASED12,63512,067+568+5%$269.6K$326.9K+$57.3K2026-11-05
Sigma Planning Corp
UNCHANGED11,84511,84500%$264.6K$306.4K+$41.8K2026-10-23
Concurrent Investment Advisors, LLC
DECREASED11,76512,155-390-3%$271.5K$304.4K+$32.8K2026-10-16
Lynx Investment Advisory
INCREASED11,48711,377+110+1%$254.2K$297.2K+$43.0K2026-10-27
Lanark Financial, Inc.
INCREASED10,3248,505+1,819+21%$190.0K$267.1K+$77.1K2026-10-26
Regions Financial Corp
NEW10,005—+10,005——$258.8K—2026-11-05
Lido Advisors, LLC
UNCHANGED9,6419,64100%$215.4K$249.4K+$34.0K2026-11-04
Valley Forge Investment Consultants Inc ADV
UNCHANGED9,5609,56000%$213.6K$247.3K+$33.7K2026-11-03
Moneco Advisors, LLC
INCREASED9,4679,232+235+3%$206.3K$244.9K+$38.7K2026-11-05
Braun-Bostich & Associates Inc.
NEW8,312—+8,312——$215.0K—2026-10-20
Cap Partners, LLC
NEW8,042—+8,042——$208.1K—2026-10-19
Park Avenue Securities LLC
NEW7,939—+7,939——$205.0K—2026-10-26
LexAurum Advisors, LLC
NEW7,774—+7,774——$201.1K—2026-10-19
Avion Wealth
UNCHANGED6,0286,02800%$134.0K$155.0K+$21.0K2026-11-04
Armstrong Advisory Group, Inc
DECREASED5,97811,836-5,858-49%$264.4K$154.7K-$109.8K2026-10-09
Bayban
UNCHANGED5,3005,30000%$118.4K$118.4K$02026-11-05
WPG Advisers, LLC
DECREASED5,0265,043-170%$112.7K$130.0K+$17.4K2026-10-27
MTM Investment Management, LLC
UNCHANGED4,9804,98000%$111.3K$128.8K+$17.6K2026-10-30
IFP Advisors, Inc
DECREASED3,9644,325-361-8%$96.6K$102.5K+$5.9K2026-10-16
CoreCap Advisors, LLC
INCREASED3,3382,798+540+19%$62.5K$86.4K+$23.8K2026-10-08
First Community Trust NA
NEW3,031—+3,031——$78.4K—2026-10-07
Rossby Financial, LCC
INCREASED2,3251,673+652+39%$37.4K$60.1K+$22.8K2026-11-05
Byrne Asset Management LLC
NEW2,250—+2,250——$58.4K—2026-10-06
Silver Grove Financial Group, Inc.
DECREASED2,0983,378-1,280-38%$75.5K$54.3K-$21.2K2026-11-05
First Command Advisory Services, Inc.
NEW1,917—+1,917——$49.6K—2026-11-05
Simplex Trading, LLC
INCREASED1,8551,415+440+31%$31.6K$48.0K+$16.4K2026-11-04
Farther Finance Advisors, LLC
DECREASED1,7422,514-772-31%$56.2K$45.1K-$11.1K2026-10-08
Cape Investment Advisory, Inc.
INCREASED1,137850+287+34%$19.0K$29.4K+$10.4K2026-10-13
Bokf, NA
UNCHANGED1,1361,13600%$25.4K$29.4K+$4.0K2026-10-27
Pacifica Partners Inc.
UNCHANGED1,0961,09600%$24.4K$28.5K+$4.0K2026-10-09
Signaturefd, LLC
UNCHANGED1,0001,00000%$22.3K$25.9K+$3.5K2026-10-23
Daytona Street Capital LLC
UNCHANGED73073000%$16.8K$18.9K+$2.2K2026-10-15
Financial Consulate, Inc
UNCHANGED40240200%$9.0K$10.4K+$1.4K2026-10-23
Eastern Bank
UNCHANGED29529500%$6.6K$7.6K+$1.0K2026-10-05
Princeton Global Asset Management LLC
UNCHANGED28728700%$6.4K$7.4K+$1.0K2026-10-21
Assetmark, Inc
DECREASED286298-12-4%$6.7K$7.4K+$7422026-10-21
Mcdonald Partners LLC
UNCHANGED26626600%$5.9K$6.9K+$9392026-11-03
Gamma Investing LLC
NEW115—+115——$3.0K—2026-10-08
Root Financial Partners, LLC
NEW94—+94——$2.4K—2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW60—+60——$1.6K—2026-10-14
Bear Mountain Capital, Inc.
UNCHANGED595900%$1.4K$1.6K+$1672026-11-04
Signature Resources Capital Management, LLC
INCREASED2011+9+82%$246$517+$2712026-10-16
Kingdom Financial Group Llc.
NEW18—+18——$466—2026-11-04
Private Trust Co NA
NEW18—+18——$466—2026-10-20
New York Life Investment Management LLC
CLOSED0604,377-604,377-100%$13.5M$0-$13.5M2026-11-04
Pacific Excel Wealth Advisors, Inc.
CLOSED077,454-77,454-100%$1.7M$0-$1.7M2026-10-27
AdvisorNet Financial, Inc
CLOSED05,770-5,770-100%$128.9K$0-$128.9K2026-10-15
NorthAvenue LLC
CLOSED013-13-100%$291$0-$2912026-10-29
Citigroup Inc
CLOSED011-11-100%$246$0-$2462026-11-04
Wells Fargo & Company
N/A—17,458,091-17,458,091-100%$390.0M———
Metis Global Partners, LLC
N/A—13,673,094-13,673,094-100%$305.5M———
SEI Investments Co
N/A—10,197,428-10,197,428-100%$227.8M———
Bank of America Corp
N/A—4,524,311-4,524,311-100%$101.1M———
Northwestern Mutual Wealth Management Co
N/A—3,989,336-3,989,336-100%$89.1M———
Morgan Stanley
N/A—2,356,178-2,356,178-100%$52.6M———
Nepc LLC
N/A—2,308,438-2,308,438-100%$51.6M———
Royal Bank of Canada
N/A—1,971,939-1,971,939-100%$44.1M———
Empowered Funds, LLC
N/A—1,858,368-1,858,368-100%$41.5M———
Cresset Asset Management, LLC
N/A—1,383,073-1,383,073-100%$30.9M———
Payne Capital Management, LLC
N/A—934,217-934,217-100%$20.9M———
Arax Advisory Partners
N/A—731,584-731,584-100%$16.3M———
Envestnet Asset Management Inc
N/A—655,516-655,516-100%$14.6M———
Stifel Financial Corp
N/A—570,658-570,658-100%$12.7M———
Savvy Advisors, Inc.
N/A—559,713-559,713-100%$12.5M———
Mason Street Advisors, LLC
N/A—540,495-540,495-100%$12.1M———
Disciplina Capital Management LLC
N/A—494,619-494,619-100%$11.0M———
Deeter Investments LLP
N/A—478,400-478,400-100%$10.7M———
Chandler Asset Management, Inc.
N/A—414,175-414,175-100%$9.3M———
Beacon Pointe Advisors, LLC
N/A—359,032-359,032-100%$8.0M———
Leavell Investment Management, Inc.
N/A—338,942-338,942-100%$7.6M———
FMR LLC
N/A—333,550-333,550-100%$7.5M———
Kintra Wealth, LLC
N/A—310,782-310,782-100%$7.6M———
Alliancebernstein L.P.
N/A—268,730-268,730-100%$6.5M———
LPL Financial LLC
N/A—262,491-262,491-100%$5.9M———
Bank of Montreal
N/A—230,648-230,648-100%$5.2M———
Vestmark Advisory Solutions, Inc.
N/A—183,884-183,884-100%$4.1M———
Pitcairn Wealth Advisors LLC
N/A—164,987-164,987-100%$3.7M———
Level Four Advisory Services, LLC
N/A—144,966-144,966-100%$3.2M———
Aldebaran Capital, LLC
N/A—141,576-141,576-100%$3.2M———
Cerity Partners LLC
N/A—133,618-133,618-100%$3.0M———
Janney Montgomery Scott LLC
N/A—123,649-123,649-100%$2.8M———
Cetera Investment Advisers
N/A—119,880-119,880-100%$2.7M———
Citadel Advisors LLC
N/A—117,743-117,743-100%$2.6M———
HighTower Advisors, LLC
N/A—89,079-89,079-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—86,644-86,644-100%$1.9M———
Advyzon Investment Management, LLC
N/A—82,145-82,145-100%$1.8M———
Arkadios Wealth Advisors
N/A—79,362-79,362-100%$1.8M———
MML Investors Services, LLC
N/A—68,867-68,867-100%$1.5M———
NewEdge Advisors, LLC
N/A—66,116-66,116-100%$1.5M———
Raymond James Financial Inc
N/A—64,773-64,773-100%$1.4M———
Captrust Financial Advisors
N/A—63,337-63,337-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—60,805-60,805-100%$1.4M———
Merit Financial Group, LLC
N/A—60,724-60,724-100%$1.4M———
Comprehensive Money Management Services LLC
N/A—55,056-55,056-100%$1.2M———
NewEdge Wealth, LLC
N/A—53,048-53,048-100%$1.2M———
Advisory Services Network, LLC
N/A—52,022-52,022-100%$1.2M———
Nomura Asset Management International Inc.
N/A—50,594-50,594-100%$1.1M———
Whittier Trust Co of Nevada Inc
N/A—48,531-48,531-100%$1.1M———
Geneos Wealth Management Inc.
N/A—45,126-45,126-100%$1.0M———
CreativeOne Wealth, LLC
N/A—44,047-44,047-100%$984.0K———
Wealthspire Advisors, LLC
N/A—43,649-43,649-100%$975.1K———
Osaic Holdings, Inc.
N/A—41,742-41,742-100%$932.5K———
Mason & Associates Inc
N/A—39,732-39,732-100%$887.6K———
City National Bank of Florida
N/A—38,696-38,696-100%$864.5K———
Stratos Wealth Partners, Ltd.
N/A—36,322-36,322-100%$811.4K———
Savant Capital, LLC
N/A—34,141-34,141-100%$796.7K———
Vident Advisory, LLC
N/A—33,236-33,236-100%$742.5K———
Mariner, LLC
N/A—30,040-30,040-100%$671.1K———
Dunhill Financial, LLC
N/A—29,198-29,198-100%$652.3K———
Hollencrest Capital Management
N/A—27,642-27,642-100%$617.5K———
National Philanthropic Trust
N/A—27,642-27,642-100%$617.5K———
Hopwood Nicholas Hunter
N/A—27,019-27,019-100%$603.6K———
Cornerstone Advisors Asset Management, LLC
N/A—26,531-26,531-100%$592.7K———
GWN Securities Inc.
N/A—24,557-24,557-100%$548.6K———
&partners
N/A—23,956-23,956-100%$531.4K———
UBS Group AG
N/A—22,695-22,695-100%$507.0K———
Money Concepts Capital Corp
N/A—21,407-21,407-100%$478.2K———
Mutual Advisors, LLC
N/A—20,656-20,656-100%$461.5K———
Tidal Investments LLC
N/A—20,184-20,184-100%$450.9K———
Cahill Financial Advisors Inc
N/A—16,835-16,835-100%$376.1K———
Moors & Cabot, Inc.
N/A—16,710-16,710-100%$373.3K———
Cassady Wealth & Retirement Planning, LLC
N/A—16,684-16,684-100%$372.7K———
Bessemer Group Inc
N/A—16,381-16,381-100%$366.0K———
Toronto Dominion Bank
N/A—16,357-16,357-100%$365.4K———
Mercer Global Advisors Inc
N/A—15,351-15,351-100%$342.9K———
Ancora Advisors LLCA
N/A—14,700-14,700-100%$328.4K———
Global Retirement Partners, LLC
N/A—14,587-14,587-100%$325.9K———
First Foundation Advisors
N/A—13,607-13,607-100%$304.0K———
Callan Family Office, LLC
N/A—13,591-13,591-100%$303.6K———
Empower Advisory Group, LLC
N/A—12,757-12,757-100%$285.0K———
Compass Capital Corp
N/A—12,637-12,637-100%$310.9K———
Principal Securities, Inc.
N/A—12,105-12,105-100%$270.4K———
Qube Research & Technologies Ltd
N/A—12,099-12,099-100%$270.3K———
Aptus Capital Advisors, LLC
N/A—11,545-11,545-100%$257.9K———
AQR Capital Management LLC
N/A—11,490-11,490-100%$256.7K———
Petra Financial Advisors Inc
N/A—10,884-10,884-100%$243.1K———
Silver OAK Securities, Incorporated
N/A—8,565-8,565-100%$191.3K———
PNC Financial Services Group, Inc.
N/A—6,320-6,320-100%$141.2K———
Steward Partners Investment Advisory, LLC
N/A—4,786-4,786-100%$106.9K———
Godfrey Financial Associates, Inc.
N/A—4,290-4,290-100%$95.8K———
Whittier Trust Co
N/A—1,080-1,080-100%$24.5K———
Continuum Advisory, LLC
N/A—918-918-100%$20.5K———
Synergy Investment Management, LLC
N/A—847-847-100%$20.4K———
Harbour Investments, Inc.
N/A—815-815-100%$18.2K———
Top Private Wealth Llc.
N/A—718-718-100%$16.0K———
Oakmont Advisory Group, LLC
N/A—606-606-100%$13.5K———
JPMorgan Chase & Co
N/A—433-433-100%$9.6K———
Smartleaf Asset Management LLC
N/A—353-353-100%$7.8K———
Clearstead Advisors, LLC
N/A—300-300-100%$6.7K———
Allworth Financial LP
N/A—200-200-100%$4.5K———
Jones Financial Companies Lllp
N/A—199-199-100%$4.4K———
Darwin Wealth Management, LLC
N/A—185-185-100%$4.1K———
Ameriflex Group, Inc.
N/A—126-126-100%$2.8K———
Rothschild Investment LLC
N/A—92-92-100%$2.1K———
PlanVest Financial, Inc
N/A—44-44-100%$988———
Hantz Financial Services, Inc.
N/A—16-16-100%$0———
Russell Investments Group, Ltd.
N/A—1-1-100%$19———
Showing 234 of 234 institutions