Bitwise Bitcoin ETF (BITB)

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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Imc-Chicago, LLC

INCREASED

Shares1,156,125 from 180,979

Change+975,146 (+539%)

Value$52.4M (+$46.7M)

Filed 2026-11-05

Vise Technologies, Inc.

DECREASED

Shares431,480 from 495,604

Change-64,124 (-13%)

Value$19.6M (+$3.8M)

Filed 2026-10-29

Traphagen Investment Advisors LLC

INCREASED

Shares399,925 from 329,963

Change+69,962 (+21%)

Value$18.1M (+$7.6M)

Filed 2026-10-14

Magnus Financial Group LLC

INCREASED

Shares360,534 from 323,226

Change+37,308 (+12%)

Value$16.4M (+$6.1M)

Filed 2026-10-21

Crumly & Associates Inc.

INCREASED

Shares270,391 from 249,044

Change+21,347 (+9%)

Value$12.3M (+$4.3M)

Filed 2026-10-07

Refined Wealth Management

INCREASED

Shares255,819 from 251,344

Change+4,475 (+2%)

Value$11.6M (+$3.6M)

Filed 2026-10-13

Garda Capital Partners LP

NEW

Shares220,992

Change+220,992

Value$10.0M

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares215,052 from 167,510

Change+47,542 (+28%)

Value$9.8M (+$4.4M)

Filed 2026-11-02

Financial Management Professionals, Inc.

INCREASED

Shares173,574 from 167,659

Change+5,915 (+4%)

Value$7.9M (+$2.5M)

Filed 2026-10-23

Carter Financial Group, Inc.

DECREASED

Shares140,592 from 140,837

Change-245 (0%)

Value$6.4M (+$1.9M)

Filed 2026-10-21

Unique Wealth, LLC

DECREASED

Shares138,487 from 165,096

Change-26,609 (-16%)

Value$6.3M (+$1.0M)

Filed 2026-10-16

RFG Advisory, LLC

INCREASED

Shares127,955 from 114,140

Change+13,815 (+12%)

Value$5.8M (+$2.2M)

Filed 2026-11-03

Meitav Investment House LTD

DECREASED

Shares114,648 from 114,940

Change-292 (0%)

Value$5.2M (+$1.5M)

Filed 2026-10-28

Visionary Wealth Advisors

INCREASED

Shares113,250 from 111,973

Change+1,277 (+1%)

Value$5.1M (+$1.6M)

Filed 2026-11-04

Beam Wealth Advisors, Inc.

INCREASED

Shares111,961 from 111,395

Change+566 (+1%)

Value$5.1M (+$1.5M)

Filed 2026-11-03

Wiser Wealth Management, Inc

INCREASED

Shares109,473 from 98,102

Change+11,371 (+12%)

Value$5.0M (+$1.8M)

Filed 2026-10-14

Salus Financial Advisors, LLC

INCREASED

Shares107,643 from 92,543

Change+15,100 (+16%)

Value$4.9M (+$1.9M)

Filed 2026-10-20

Innovative Advisory Group, LLC

DECREASED

Shares107,135 from 108,452

Change-1,317 (-1%)

Value$4.9M (+$1.4M)

Filed 2026-10-13

Soltis Investment Advisors LLC

INCREASED

Shares99,735 from 83,840

Change+15,895 (+19%)

Value$4.5M (+$1.9M)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares96,016 from 88,276

Change+7,740 (+9%)

Value$4.3M (+$1.2M)

Filed 2026-10-13

Highline Wealth Partners LLC

INCREASED

Shares82,397 from 76,459

Change+5,938 (+8%)

Value$3.7M (+$1.3M)

Filed 2026-10-19

Cliftonlarsonallen Wealth Advisors, LLC

DECREASED

Shares74,570 from 78,459

Change-3,889 (-5%)

Value$3.4M (+$882.8K)

Filed 2026-10-14

Clear Creek Financial Management, LLC

DECREASED

Shares70,878 from 304,155

Change-233,277 (-77%)

Value$3.2M (-$6.5M)

Filed 2026-10-28

Optima Capital LLC

DECREASED

Shares67,712 from 71,393

Change-3,681 (-5%)

Value$3.1M (+$796.8K)

Filed 2026-10-29

Balance Wealth Partners LLC

DECREASED

Shares67,674 from 75,728

Change-8,054 (-11%)

Value$3.1M (+$657.0K)

Filed 2026-10-27

Winthrop Capital Management, LLC

DECREASED

Shares63,183 from 65,364

Change-2,181 (-3%)

Value$2.9M (+$784.0K)

Filed 2026-11-05

Well Done, LLC

INCREASED

Shares62,748 from 61,918

Change+830 (+1%)

Value$2.8M (+$873.5K)

Filed 2026-10-20

Creative Planning

DECREASED

Shares58,987 from 59,252

Change-265 (0%)

Value$2.7M (+$787.9K)

Filed 2026-11-02

Perigon Wealth Management, LLC

DECREASED

Shares56,589 from 56,730

Change-141 (0%)

Value$2.6M (+$759.5K)

Filed 2026-10-22

Palatine Hill Wealth Management, LLC

INCREASED

Shares43,014 from 41,717

Change+1,297 (+3%)

Value$2.0M (+$622.0K)

Filed 2026-11-03

FF Advisors,LLC

INCREASED

Shares35,908 from 35,652

Change+256 (+1%)

Value$1.6M (+$492.9K)

Filed 2026-10-21

Claro Advisors Inc.

INCREASED

Shares34,554 from 34,105

Change+449 (+1%)

Value$1.6M (+$480.8K)

Filed 2026-11-02

WT Wealth Management

DECREASED

Shares33,000 from 35,165

Change-2,165 (-6%)

Value$1.5M (+$376.5K)

Filed 2026-10-13

3Edge Asset Management, LP

DECREASED

Shares32,886 from 33,202

Change-316 (-1%)

Value$1.5M (+$433.9K)

Filed 2026-10-30

Brandywine OAK Private Wealth LLC

DECREASED

Shares32,637 from 33,154

Change-517 (-2%)

Value$1.5M (+$424.1K)

Filed 2026-10-23

Emerald Advisors, LLC

INCREASED

Shares31,216 from 27,274

Change+3,942 (+14%)

Value$1.4M (+$547.0K)

Filed 2026-10-13

Independent Financial Group, LLC

INCREASED

Shares30,641 from 28,516

Change+2,125 (+7%)

Value$1.4M (+$481.4K)

Filed 2026-10-13

Lake Street Private Wealth, LLC

INCREASED

Shares28,697 from 28,153

Change+544 (+2%)

Value$1.3M (+$404.7K)

Filed 2026-10-22

Strategic Family Wealth Counselors, L.L.C.

UNCHANGED

Shares28,488 from 28,488

Change0 (0%)

Value$1.3M (+$384.6K)

Filed 2026-10-29

MGO One Seven LLC

INCREASED

Shares28,389 from 26,644

Change+1,745 (+7%)

Value$1.3M (+$438.8K)

Filed 2026-10-28

Trek Financial, LLC

INCREASED

Shares26,815 from 26,181

Change+634 (+2%)

Value$1.2M (+$382.2K)

Filed 2026-10-29

Capital Wealth Alliance, LLC

DECREASED

Shares25,402 from 25,561

Change-159 (-1%)

Value$1.2M (+$337.9K)

Filed 2026-10-20

Wavvest Wealth LLC

NEW

Shares25,142

Change+25,142

Value$1.1M

Filed 2026-10-21

Twelve Points Wealth Management LLC

INCREASED

Shares24,605 from 22,743

Change+1,862 (+8%)

Value$1.0M (+$298.2K)

Filed 2026-11-03

New Harbor Financial Group, LLC

DECREASED

Shares22,969 from 28,213

Change-5,244 (-19%)

Value$1.0M (+$143.0K)

Filed 2026-10-22

Wealthstar Advisors, LLC

UNCHANGED

Shares22,240 from 22,240

Change0 (0%)

Value$1.0M (+$300.2K)

Filed 2026-10-19

True Private Wealth Advisors

INCREASED

Shares22,155 from 22,140

Change+15 (+0%)

Value$1.0M (+$299.6K)

Filed 2026-10-19

Brookstone Capital Management

DECREASED

Shares21,739 from 23,611

Change-1,872 (-8%)

Value$986.1K (+$233.8K)

Filed 2026-10-22

VestGen Advisors, LLC

NEW

Shares21,496

Change+21,496

Value$975.1K

Filed 2026-10-27

Revisor Wealth Management LLC

DECREASED

Shares20,531 from 32,586

Change-12,055 (-37%)

Value$910.1K (-$128.1K)

Filed 2026-10-20

Eagle Global Advisors LLC

UNCHANGED

Shares20,300 from 20,300

Change0 (0%)

Value$920.8K (+$274.1K)

Filed 2026-11-02

Fell Capital Management

DECREASED

Shares20,170 from 20,495

Change-325 (-2%)

Value$914.9K (+$261.9K)

Filed 2026-10-09

Financial Guidance Group, Inc.

INCREASED

Shares19,783 from 15,579

Change+4,204 (+27%)

Value$897.4K (+$401.0K)

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares19,481 from 20,436

Change-955 (-5%)

Value$883.7K (+$232.6K)

Filed 2026-10-08

Hohimer Wealth Management, LLC

INCREASED

Shares19,480 from 18,925

Change+555 (+3%)

Value$883.6K (+$280.7K)

Filed 2026-11-04

Diversify Wealth Management, LLC

DECREASED

Shares18,759 from 18,879

Change-120 (-1%)

Value$837.8K (+$172.7K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares18,759 from 18,879

Change-120 (-1%)

Value$837.8K (+$172.7K)

Filed 2026-10-20

Parr Mcknight Wealth Management Group, LLC

DECREASED

Shares18,383 from 20,616

Change-2,233 (-11%)

Value$833.9K (+$177.0K)

Filed 2026-10-30

Bryn Mawr Trust Advisors, LLC

INCREASED

Shares17,712 from 15,838

Change+1,874 (+12%)

Value$803.4K (+$298.8K)

Filed 2026-11-04

Pekin Hardy Strauss, Inc.

UNCHANGED

Shares17,675 from 17,675

Change0 (0%)

Value$801.7K (+$238.6K)

Filed 2026-11-02

Miller Global Investments, LLC

UNCHANGED

Shares17,516 from 17,516

Change0 (0%)

Value$794.5K (+$236.5K)

Filed 2026-10-02

Next Level Wealth Planning, LLC

INCREASED

Shares17,041 from 16,737

Change+304 (+2%)

Value$773.0K (+$239.7K)

Filed 2026-10-29

Sowell Financial Services LLC

INCREASED

Shares16,324 from 14,837

Change+1,487 (+10%)

Value$740.5K (+$267.8K)

Filed 2026-10-23

Roman Butler Fullerton & Co

INCREASED

Shares15,742 from 15,507

Change+235 (+2%)

Value$698.2K (+$174.3K)

Filed 2026-10-27

RFG Holdings, Inc.

DECREASED

Shares15,557 from 15,712

Change-155 (-1%)

Value$705.7K (+$205.1K)

Filed 2026-10-30

Morton Capital Management LLC

UNCHANGED

Shares14,879 from 14,879

Change0 (0%)

Value$674.9K (+$200.9K)

Filed 2026-10-23

Echo45 Advisors LLC

DECREASED

Shares14,662 from 15,351

Change-689 (-4%)

Value$665.1K (+$176.0K)

Filed 2026-10-07

Lido Advisors, LLC

UNCHANGED

Shares14,160 from 14,160

Change0 (0%)

Value$642.3K (+$191.2K)

Filed 2026-11-04

CRA Financial Services, LLC

INCREASED

Shares13,852 from 13,517

Change+335 (+2%)

Value$628.3K (+$197.7K)

Filed 2026-10-16

Wealthcare Advisory Partners LLC

INCREASED

Shares12,752 from 12,064

Change+688 (+6%)

Value$578.4K (+$194.1K)

Filed 2026-10-21

Transce3nd, LLC

NEW

Shares12,686

Change+12,686

Value$581.3K

Filed 2026-10-26

Atria Investments, Inc

DECREASED

Shares12,521 from 15,672

Change-3,151 (-20%)

Value$568.0K (+$68.6K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares12,281 from 12,218

Change+63 (+1%)

Value$557.1K (+$167.8K)

Filed 2026-11-02

Archvest Wealth Advisors, Inc.

UNCHANGED

Shares12,221 from 12,221

Change0 (0%)

Value$554.3K (+$165.0K)

Filed 2026-10-29

Adamsbrown Wealth Consultants LLC

INCREASED

Shares11,867 from 11,588

Change+279 (+2%)

Value$538.3K (+$169.1K)

Filed 2026-10-20

Sunpointe, LLC

INCREASED

Shares11,519 from 9,935

Change+1,584 (+16%)

Value$522.5K (+$206.0K)

Filed 2026-10-22

Wilmington Savings Fund Society, FSB

INCREASED

Shares10,642 from 10,407

Change+235 (+2%)

Value$482.7K (+$151.2K)

Filed 2026-10-23

Venture Visionary Partners LLC

UNCHANGED

Shares10,424 from 10,424

Change0 (0%)

Value$472.8K (+$140.7K)

Filed 2026-10-07

Appalachian Capital Management Ltd

DECREASED

Shares10,092 from 13,737

Change-3,645 (-27%)

Value$457.8K (+$20.1K)

Filed 2026-10-14

Global View Capital Management LLC

NEW

Shares9,972

Change+9,972

Value$452.3K

Filed 2026-10-28

Harel Insurance Investments & Financial Services Ltd.

DECREASED

Shares9,920 from 10,148

Change-228 (-2%)

Value$450.0K (+$127.0K)

Filed 2026-11-02

Onyx Bridge Wealth Group LLC

INCREASED

Shares9,723 from 9,228

Change+495 (+5%)

Value$441.0K (+$147.0K)

Filed 2026-10-16

Client 1ST Advisory Group, LLC

DECREASED

Shares9,673 from 10,677

Change-1,004 (-9%)

Value$438.8K (+$98.6K)

Filed 2026-10-19

New York Life Investment Management LLC

NEW

Shares8,900

Change+8,900

Value$403.7K

Filed 2026-11-04

Evanson Financial, LLC

DECREASED

Shares8,888 from 9,738

Change-850 (-9%)

Value$403.2K (+$92.9K)

Filed 2026-10-23

Oppenheimer & Co Inc

DECREASED

Shares8,752 from 8,883

Change-131 (-1%)

Value$397.0K (+$114.0K)

Filed 2026-10-26

Coastline Trust Co

UNCHANGED

Shares8,723 from 8,723

Change0 (0%)

Value$395.7K (+$117.8K)

Filed 2026-10-01

Weaver Consulting Group

INCREASED

Shares8,420 from 7,885

Change+535 (+7%)

Value$381.9K (+$130.7K)

Filed 2026-10-07

Advisory Solutions Group, LLC

NEW

Shares8,249

Change+8,249

Value$374.2K

Filed 2026-10-14

Sound Income Strategies, LLC

INCREASED

Shares8,114 from 7,852

Change+262 (+3%)

Value$359.5K (+$109.4K)

Filed 2026-10-09

Bank of New York Mellon Corp

NEW

Shares8,111

Change+8,111

Value$367.9K

Filed 2026-11-05

SteelPeak Wealth, LLC

UNCHANGED

Shares8,020 from 8,020

Change0 (0%)

Value$363.8K (+$108.3K)

Filed 2026-10-16

MCF Advisors LLC

UNCHANGED

Shares7,954 from 7,954

Change0 (0%)

Value$360.8K (+$107.4K)

Filed 2026-10-28

Upper Left Wealth Management, LLC

DECREASED

Shares7,922 from 9,819

Change-1,897 (-19%)

Value$359.3K (+$46.5K)

Filed 2026-10-14

Embree Financial Group

DECREASED

Shares7,908 from 34,595

Change-26,687 (-77%)

Value$358.7K (-$743.5K)

Filed 2026-10-22

Stenger Family Office, LLC

UNCHANGED

Shares7,867 from 7,867

Change0 (0%)

Value$355.3K (+$104.6K)

Filed 2026-10-22

Prime Capital Investment Advisors, LLC

INCREASED

Shares7,664 from 6,495

Change+1,169 (+18%)

Value$347.6K (+$140.7K)

Filed 2026-10-20

Mirador Capital Partners LP

NEW

Shares7,313

Change+7,313

Value$331.7K

Filed 2026-10-09

Columbia Advisory Partners LLC

INCREASED

Shares7,310 from 7,289

Change+21 (+0%)

Value$331.6K (+$99.4K)

Filed 2026-10-15

Moisand Fitzgerald Tamayo, LLC

INCREASED

Shares7,093 from 7,091

Change+2 (+0%)

Value$321.7K (+$95.8K)

Filed 2026-10-15

Ritholtz Wealth Management

UNCHANGED

Shares7,044 from 7,044

Change0 (0%)

Value$319.5K (+$95.1K)

Filed 2026-11-05

GK Wealth Management LLC

DECREASED

Shares6,744 from 9,545

Change-2,801 (-29%)

Value$305.9K (+$1.8K)

Filed 2026-10-09

Brucke Financial, Inc.

INCREASED

Shares6,650 from 6,358

Change+292 (+5%)

Value$301.6K (+$99.1K)

Filed 2026-10-23

Certior Financial Group, LLC

DECREASED

Shares6,294 from 8,301

Change-2,007 (-24%)

Value$285.5K (+$21.0K)

Filed 2026-10-19

Ellerson Group Inc

DECREASED

Shares6,257 from 6,457

Change-200 (-3%)

Value$264.2K (+$58.5K)

Filed 2026-11-04

Delta Wealth Advisors LLC

NEW

Shares6,226

Change+6,226

Value$282.4K

Filed 2026-10-09

Apella Capital, LLC

UNCHANGED

Shares6,069 from 6,069

Change0 (0%)

Value$274.7K (+$64.5K)

Filed 2026-10-08

Ballew Advisors, Inc

UNCHANGED

Shares6,005 from 6,005

Change0 (0%)

Value$274.7K (+$74.5K)

Filed 2026-10-05

Parallel Advisors, LLC

INCREASED

Shares5,906 from 5,905

Change+1 (+0%)

Value$267.9K (+$79.7K)

Filed 2026-11-03

Caliber Wealth Management, LLC / KS

NEW

Shares5,812

Change+5,812

Value$263.6K

Filed 2026-11-04

Freedom Financial Partners LLC

NEW

Shares5,206

Change+5,206

Value$236.1K

Filed 2026-10-19

Fifth Third Bancorp

INCREASED

Shares5,004 from 4,982

Change+22 (+0%)

Value$227.0K (+$68.3K)

Filed 2026-11-05

Advisor OS, LLC

DECREASED

Shares4,944 from 7,896

Change-2,952 (-37%)

Value$224.3K (-$27.3K)

Filed 2026-11-03

Tcfg Investment Advisors, LLC

NEW

Shares4,908

Change+4,908

Value$222.6K

Filed 2026-10-20

Independent Wealth Network Inc.

NEW

Shares4,887

Change+4,887

Value$221.7K

Filed 2026-10-19

Castleview Partners, LLC

NEW

Shares4,563

Change+4,563

Value$207.0K

Filed 2026-10-09

AlphaCore Capital LLC

NEW

Shares4,562

Change+4,562

Value$206.9K

Filed 2026-11-04

Stevens Capital Partners

NEW

Shares4,519

Change+4,519

Value$205.0K

Filed 2026-10-29

Harbor Group, Inc.

NEW

Shares4,510

Change+4,510

Value$204.6K

Filed 2026-10-14

Shore Point Advisors, LLC

NEW

Shares4,467

Change+4,467

Value$202.6K

Filed 2026-10-14

Trust Co of Vermont

NEW

Shares2,685

Change+2,685

Value$121.8K

Filed 2026-10-21

Richardson Capital Management LLC

UNCHANGED

Shares2,584 from 2,584

Change0 (0%)

Value$117.2K (+$34.9K)

Filed 2026-10-23

Clark Wealth Partners

UNCHANGED

Shares2,503 from 2,503

Change0 (0%)

Value$113.5K (+$33.8K)

Filed 2026-10-19

Fairway Wealth LLC

UNCHANGED

Shares2,004 from 2,004

Change0 (0%)

Value$90.9K (+$27.1K)

Filed 2026-10-30

Foresight Capital Management Advisors, Inc.

NEW

Shares1,958

Change+1,958

Value$88.8K

Filed 2026-10-27

Kingdom Financial Group Llc.

UNCHANGED

Shares1,358 from 1,358

Change0 (0%)

Value$61.6K (+$18.3K)

Filed 2026-11-04

Signaturefd, LLC

UNCHANGED

Shares1,220 from 1,220

Change0 (0%)

Value$55.3K (+$16.5K)

Filed 2026-10-23

SJS Investment Consulting Inc.

INCREASED

Shares1,039 from 439

Change+600 (+137%)

Value$47.1K (+$33.1K)

Filed 2026-10-26

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$45.4K (+$13.5K)

Filed 2026-10-05

Belvedere Trading LLC

NEW

Shares990

Change+990

Value$44.9K

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares719 from 494

Change+225 (+46%)

Value$32.6K (+$16.9K)

Filed 2026-10-16

Quaker Wealth Management, LLC

DECREASED

Shares669 from 704

Change-35 (-5%)

Value$30.3K (+$7.9K)

Filed 2026-10-22

Lodestone Wealth Management LLC

UNCHANGED

Shares589 from 589

Change0 (0%)

Value$26.7K (+$8.0K)

Filed 2026-10-14

North Star Investment Management Corp.

UNCHANGED

Shares548 from 548

Change0 (0%)

Value$24.9K (+$7.4K)

Filed 2026-10-27

US Bancorp \de\

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$22.7K (+$6.8K)

Filed 2026-11-05

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares476 from 476

Change0 (0%)

Value$21.6K (+$6.4K)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

UNCHANGED

Shares443 from 443

Change0 (0%)

Value$20.1K (+$6.0K)

Filed 2026-11-04

Cape Investment Advisory, Inc.

INCREASED

Shares358 from 350

Change+8 (+2%)

Value$16.2K (+$5.1K)

Filed 2026-10-13

Vision Financial Markets LLC

DECREASED

Shares305 from 466

Change-161 (-35%)

Value$14.0K (-$1.1K)

Filed 2026-10-22

Valley National Advisers Inc

UNCHANGED

Shares245 from 245

Change0 (0%)

Value$11.1K (+$3.3K)

Filed 2026-10-23

Olistico Wealth, LLC

UNCHANGED

Shares240 from 240

Change0 (0%)

Value$10.9K (+$3.2K)

Filed 2026-10-05

Silver Grove Financial Group, Inc.

UNCHANGED

Shares223 from 223

Change0 (0%)

Value$10.1K (+$3.0K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares199

Change+199

Value$9.0K

Filed 2026-10-21

Nova Financial LLC

NEW

Shares162

Change+162

Value$7.3K

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares140

Change+140

Value$6.4K

Filed 2026-10-27

TD Waterhouse Canada Inc.

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$6.4K (+$1.9K)

Filed 2026-10-16

Compass Financial Management LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$5.7K (+$1.7K)

Filed 2026-10-30

Central Trust Co

INCREASED

Shares118 from 80

Change+38 (+48%)

Value$5.4K (+$2.8K)

Filed 2026-11-05

Lanark Financial, Inc.

NEW

Shares113

Change+113

Value$5.1K

Filed 2026-10-26

Archer Investment Corp

UNCHANGED

Shares113 from 113

Change0 (0%)

Value$5.1K (+$1.5K)

Filed 2026-11-05

Mather Group, Llc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$4.5K (+$1.4K)

Filed 2026-10-14

Strengthening Families & Communities, LLC

DECREASED

Shares85 from 292

Change-207 (-71%)

Value$3.9K (-$5.4K)

Filed 2026-10-21

Ascentis Independent Advisors

NEW

Shares75

Change+75

Value$3.4K

Filed 2026-11-03

Signature Resources Capital Management, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$2.3K (+$675)

Filed 2026-10-16

CX Institutional

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1 ($0)

Filed 2026-10-02

Blue Trust, Inc.

NEW

Shares18

Change+18

Value$806

Filed 2026-10-15

Albion Financial Group

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$726 (+$216)

Filed 2026-10-21

Assetmark, Inc

NEW

Shares5

Change+5

Value$227

Filed 2026-10-21

HUB Investment Partners, LLC

CLOSED

Shares0 from 9,817

Change-9,817 (-100%)

Value$0 (-$312.8K)

Filed 2026-11-03

SAX Wealth Advisors, LLC

CLOSED

Shares0 from 8,646

Change-8,646 (-100%)

Value$0 (-$318.3K)

Filed 2026-10-13

JBR Co Financial Management Inc

CLOSED

Shares0 from 7,281

Change-7,281 (-100%)

Value$0 (-$232.0K)

Filed 2026-10-13

Tenet Wealth Partners, LLC

CLOSED

Shares0 from 6,141

Change-6,141 (-100%)

Value$0 (-$216.3K)

Filed 2026-10-19

Founders Capital Management

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$22.3K)

Filed 2026-10-13

Go Invest LLC

CLOSED

Shares0 from 322

Change-322 (-100%)

Value$0 (-$10.2K)

Filed 2026-10-09

LifeSteps Financial, Inc.

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-15

ParaFi Capital LP

N/A

Shares— from 1,700,000

Change-1,700,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,381,854

Change-1,381,854 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 1,145,512

Change-1,145,512 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 937,917

Change-937,917 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 907,760

Change-907,760 (-100%)

Value—

Kaleidoscope Capital LP

N/A

Shares— from 598,360

Change-598,360 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 421,020

Change-421,020 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 367,124

Change-367,124 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 348,733

Change-348,733 (-100%)

Value—

Consolidated Portfolio Review Corp

N/A

Shares— from 336,325

Change-336,325 (-100%)

Value—

Pine Ridge Advisers LLC

N/A

Shares— from 336,325

Change-336,325 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 315,545

Change-315,545 (-100%)

Value—

RPg Family Wealth Advisory, LLC

N/A

Shares— from 299,597

Change-299,597 (-100%)

Value—

Fielder Capital Group LLC

N/A

Shares— from 247,167

Change-247,167 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 239,200

Change-239,200 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 234,709

Change-234,709 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 231,959

Change-231,959 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 185,282

Change-185,282 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 174,041

Change-174,041 (-100%)

Value—

Avenir Tech Ltd

N/A

Shares— from 173,163

Change-173,163 (-100%)

Value—

Farringdon Capital, Ltd.

N/A

Shares— from 155,362

Change-155,362 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 153,810

Change-153,810 (-100%)

Value—

Magnolia Capital Advisors LLC

N/A

Shares— from 152,856

Change-152,856 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 134,567

Change-134,567 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 126,592

Change-126,592 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 121,306

Change-121,306 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 121,283

Change-121,283 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 120,895

Change-120,895 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 118,044

Change-118,044 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 116,988

Change-116,988 (-100%)

Value—

Betterment LLC

N/A

Shares— from 111,402

Change-111,402 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 97,133

Change-97,133 (-100%)

Value—

White Knight Strategic Wealth Advisors, LLC

N/A

Shares— from 96,018

Change-96,018 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 92,895

Change-92,895 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 78,888

Change-78,888 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 76,381

Change-76,381 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 70,826

Change-70,826 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 68,226

Change-68,226 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 65,712

Change-65,712 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 63,129

Change-63,129 (-100%)

Value—

Advance Capital Management, Inc.

N/A

Shares— from 58,857

Change-58,857 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 56,641

Change-56,641 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 51,990

Change-51,990 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 51,827

Change-51,827 (-100%)

Value—

a16z Perennial Management, L.P.

N/A

Shares— from 50,502

Change-50,502 (-100%)

Value—

Precision Wealth Strategies, LLC

N/A

Shares— from 50,192

Change-50,192 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 45,643

Change-45,643 (-100%)

Value—

MRP Capital Investments, LLC

N/A

Shares— from 45,568

Change-45,568 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 41,189

Change-41,189 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 39,943

Change-39,943 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 36,381

Change-36,381 (-100%)

Value—

Vance Wealth, LLC

N/A

Shares— from 36,124

Change-36,124 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 33,551

Change-33,551 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 32,086

Change-32,086 (-100%)

Value—

Bonfire Financial

N/A

Shares— from 28,491

Change-28,491 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 27,855

Change-27,855 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 24,489

Change-24,489 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 24,434

Change-24,434 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 24,272

Change-24,272 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 23,631

Change-23,631 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 23,540

Change-23,540 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 22,748

Change-22,748 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 22,616

Change-22,616 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 21,849

Change-21,849 (-100%)

Value—

Earned Wealth Advisors, LLC

N/A

Shares— from 19,774

Change-19,774 (-100%)

Value—

Migdal Insurance & Financial Holdings Ltd.

N/A

Shares— from 19,759

Change-19,759 (-100%)

Value—

Nikulski Financial, Inc.

N/A

Shares— from 19,617

Change-19,617 (-100%)

Value—

Wealth Watch Advisors, Inc

N/A

Shares— from 18,912

Change-18,912 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 18,750

Change-18,750 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 17,419

Change-17,419 (-100%)

Value—

Concentrum Wealth Management

N/A

Shares— from 17,161

Change-17,161 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 16,561

Change-16,561 (-100%)

Value—

Harbour Wealth Management Group, Inc.

N/A

Shares— from 16,500

Change-16,500 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 16,069

Change-16,069 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 15,030

Change-15,030 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 14,960

Change-14,960 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 14,940

Change-14,940 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 14,788

Change-14,788 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 14,485

Change-14,485 (-100%)

Value—

Drucker Wealth 3.0, LLC

N/A

Shares— from 14,189

Change-14,189 (-100%)

Value—

Choate Investment Advisors

N/A

Shares— from 13,291

Change-13,291 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 13,160

Change-13,160 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 12,998

Change-12,998 (-100%)

Value—

Exit Wealth Advisors, Llc.

N/A

Shares— from 12,719

Change-12,719 (-100%)

Value—

Hexagon Capital Partners LLC

N/A

Shares— from 11,405

Change-11,405 (-100%)

Value—

BBR Partners, LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 10,861

Change-10,861 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 10,638

Change-10,638 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 10,637

Change-10,637 (-100%)

Value—

Daviman Financial, LLC

N/A

Shares— from 10,622

Change-10,622 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 10,377

Change-10,377 (-100%)

Value—

WorthPointe, LLC

N/A

Shares— from 9,980

Change-9,980 (-100%)

Value—

Dearborn Partners LLC

N/A

Shares— from 9,783

Change-9,783 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 9,118

Change-9,118 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,005

Change-9,005 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 8,786

Change-8,786 (-100%)

Value—

Wick Capital Partners, LLC

N/A

Shares— from 8,282

Change-8,282 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 7,967

Change-7,967 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 7,855

Change-7,855 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 7,664

Change-7,664 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 7,602

Change-7,602 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 7,461

Change-7,461 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 7,133

Change-7,133 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 7,013

Change-7,013 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 7,012

Change-7,012 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 6,862

Change-6,862 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 6,725

Change-6,725 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 4,870

Change-4,870 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 4,824

Change-4,824 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 4,806

Change-4,806 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 2,575

Change-2,575 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 2,150

Change-2,150 (-100%)

Value—

Ross\johnson & Associates LLC

N/A

Shares— from 2,126

Change-2,126 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 1,924

Change-1,924 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 1,920

Change-1,920 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1,846

Change-1,846 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 1,747

Change-1,747 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,656

Change-1,656 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 1,543

Change-1,543 (-100%)

Value—

Turim 21 Investimentos Ltda.

N/A

Shares— from 1,405

Change-1,405 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 1,073

Change-1,073 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 737

Change-737 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 589

Change-589 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 570

Change-570 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 426

Change-426 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 215

Change-215 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 136

Change-136 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 130

Change-130 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 91

Change-91 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 75

Change-75 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 49

Change-49 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 20

Change-20 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Intesa Sanpaolo S.p.A.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Imc-Chicago, LLC	INCREASED	1,156,125	180,979	+975,146	+539%	$5.8M	$52.4M	+$46.7M	2026-11-05
Vise Technologies, Inc.	DECREASED	431,480	495,604	-64,124	-13%	$15.8M	$19.6M	+$3.8M	2026-10-29
Traphagen Investment Advisors LLC	INCREASED	399,925	329,963	+69,962	+21%	$10.5M	$18.1M	+$7.6M	2026-10-14
Magnus Financial Group LLC	INCREASED	360,534	323,226	+37,308	+12%	$10.3M	$16.4M	+$6.1M	2026-10-21
Crumly & Associates Inc.	INCREASED	270,391	249,044	+21,347	+9%	$7.9M	$12.3M	+$4.3M	2026-10-07
Refined Wealth Management	INCREASED	255,819	251,344	+4,475	+2%	$8.0M	$11.6M	+$3.6M	2026-10-13
Garda Capital Partners LP	NEW	220,992	—	+220,992	—	—	$10.0M	—	2026-11-04
Cambridge Investment Research Advisors, Inc.	INCREASED	215,052	167,510	+47,542	+28%	$5.3M	$9.8M	+$4.4M	2026-11-02
Financial Management Professionals, Inc.	INCREASED	173,574	167,659	+5,915	+4%	$5.3M	$7.9M	+$2.5M	2026-10-23
Carter Financial Group, Inc.	DECREASED	140,592	140,837	-245	0%	$4.5M	$6.4M	+$1.9M	2026-10-21
Unique Wealth, LLC	DECREASED	138,487	165,096	-26,609	-16%	$5.3M	$6.3M	+$1.0M	2026-10-16
RFG Advisory, LLC	INCREASED	127,955	114,140	+13,815	+12%	$3.6M	$5.8M	+$2.2M	2026-11-03
Meitav Investment House LTD	DECREASED	114,648	114,940	-292	0%	$3.7M	$5.2M	+$1.5M	2026-10-28
Visionary Wealth Advisors	INCREASED	113,250	111,973	+1,277	+1%	$3.6M	$5.1M	+$1.6M	2026-11-04
Beam Wealth Advisors, Inc.	INCREASED	111,961	111,395	+566	+1%	$3.5M	$5.1M	+$1.5M	2026-11-03
Wiser Wealth Management, Inc	INCREASED	109,473	98,102	+11,371	+12%	$3.1M	$5.0M	+$1.8M	2026-10-14
Salus Financial Advisors, LLC	INCREASED	107,643	92,543	+15,100	+16%	$2.9M	$4.9M	+$1.9M	2026-10-20
Innovative Advisory Group, LLC	DECREASED	107,135	108,452	-1,317	-1%	$3.5M	$4.9M	+$1.4M	2026-10-13
Soltis Investment Advisors LLC	INCREASED	99,735	83,840	+15,895	+19%	$2.7M	$4.5M	+$1.9M	2026-10-28
Wealth Enhancement Advisory Services, LLC	INCREASED	96,016	88,276	+7,740	+9%	$3.1M	$4.3M	+$1.2M	2026-10-13
Highline Wealth Partners LLC	INCREASED	82,397	76,459	+5,938	+8%	$2.4M	$3.7M	+$1.3M	2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC	DECREASED	74,570	78,459	-3,889	-5%	$2.5M	$3.4M	+$882.8K	2026-10-14
Clear Creek Financial Management, LLC	DECREASED	70,878	304,155	-233,277	-77%	$9.7M	$3.2M	-$6.5M	2026-10-28
Optima Capital LLC	DECREASED	67,712	71,393	-3,681	-5%	$2.3M	$3.1M	+$796.8K	2026-10-29
Balance Wealth Partners LLC	DECREASED	67,674	75,728	-8,054	-11%	$2.4M	$3.1M	+$657.0K	2026-10-27
Winthrop Capital Management, LLC	DECREASED	63,183	65,364	-2,181	-3%	$2.1M	$2.9M	+$784.0K	2026-11-05
Well Done, LLC	INCREASED	62,748	61,918	+830	+1%	$2.0M	$2.8M	+$873.5K	2026-10-20
Creative Planning	DECREASED	58,987	59,252	-265	0%	$1.9M	$2.7M	+$787.9K	2026-11-02
Perigon Wealth Management, LLC	DECREASED	56,589	56,730	-141	0%	$1.8M	$2.6M	+$759.5K	2026-10-22
Palatine Hill Wealth Management, LLC	INCREASED	43,014	41,717	+1,297	+3%	$1.3M	$2.0M	+$622.0K	2026-11-03
FF Advisors,LLC	INCREASED	35,908	35,652	+256	+1%	$1.1M	$1.6M	+$492.9K	2026-10-21
Claro Advisors Inc.	INCREASED	34,554	34,105	+449	+1%	$1.1M	$1.6M	+$480.8K	2026-11-02
WT Wealth Management	DECREASED	33,000	35,165	-2,165	-6%	$1.1M	$1.5M	+$376.5K	2026-10-13
3Edge Asset Management, LP	DECREASED	32,886	33,202	-316	-1%	$1.1M	$1.5M	+$433.9K	2026-10-30
Brandywine OAK Private Wealth LLC	DECREASED	32,637	33,154	-517	-2%	$1.1M	$1.5M	+$424.1K	2026-10-23
Emerald Advisors, LLC	INCREASED	31,216	27,274	+3,942	+14%	$869.0K	$1.4M	+$547.0K	2026-10-13
Independent Financial Group, LLC	INCREASED	30,641	28,516	+2,125	+7%	$908.5K	$1.4M	+$481.4K	2026-10-13
Lake Street Private Wealth, LLC	INCREASED	28,697	28,153	+544	+2%	$897.0K	$1.3M	+$404.7K	2026-10-22
Strategic Family Wealth Counselors, L.L.C.	UNCHANGED	28,488	28,488	0	0%	$907.6K	$1.3M	+$384.6K	2026-10-29
MGO One Seven LLC	INCREASED	28,389	26,644	+1,745	+7%	$848.9K	$1.3M	+$438.8K	2026-10-28
Trek Financial, LLC	INCREASED	26,815	26,181	+634	+2%	$834.1K	$1.2M	+$382.2K	2026-10-29
Capital Wealth Alliance, LLC	DECREASED	25,402	25,561	-159	-1%	$814.4K	$1.2M	+$337.9K	2026-10-20
Wavvest Wealth LLC	NEW	25,142	—	+25,142	—	—	$1.1M	—	2026-10-21
Twelve Points Wealth Management LLC	INCREASED	24,605	22,743	+1,862	+8%	$724.6K	$1.0M	+$298.2K	2026-11-03
New Harbor Financial Group, LLC	DECREASED	22,969	28,213	-5,244	-19%	$898.9K	$1.0M	+$143.0K	2026-10-22
Wealthstar Advisors, LLC	UNCHANGED	22,240	22,240	0	0%	$708.6K	$1.0M	+$300.2K	2026-10-19
True Private Wealth Advisors	INCREASED	22,155	22,140	+15	+0%	$705.4K	$1.0M	+$299.6K	2026-10-19
Brookstone Capital Management	DECREASED	21,739	23,611	-1,872	-8%	$752.2K	$986.1K	+$233.8K	2026-10-22
VestGen Advisors, LLC	NEW	21,496	—	+21,496	—	—	$975.1K	—	2026-10-27
Revisor Wealth Management LLC	DECREASED	20,531	32,586	-12,055	-37%	$1.0M	$910.1K	-$128.1K	2026-10-20
Eagle Global Advisors LLC	UNCHANGED	20,300	20,300	0	0%	$646.8K	$920.8K	+$274.1K	2026-11-02
Fell Capital Management	DECREASED	20,170	20,495	-325	-2%	$653.0K	$914.9K	+$261.9K	2026-10-09
Financial Guidance Group, Inc.	INCREASED	19,783	15,579	+4,204	+27%	$496.3K	$897.4K	+$401.0K	2026-10-21
Farther Finance Advisors, LLC	DECREASED	19,481	20,436	-955	-5%	$651.1K	$883.7K	+$232.6K	2026-10-08
Hohimer Wealth Management, LLC	INCREASED	19,480	18,925	+555	+3%	$603.0K	$883.6K	+$280.7K	2026-11-04
Diversify Wealth Management, LLC	DECREASED	18,759	18,879	-120	-1%	$665.1K	$837.8K	+$172.7K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	18,759	18,879	-120	-1%	$665.1K	$837.8K	+$172.7K	2026-10-20
Parr Mcknight Wealth Management Group, LLC	DECREASED	18,383	20,616	-2,233	-11%	$656.8K	$833.9K	+$177.0K	2026-10-30
Bryn Mawr Trust Advisors, LLC	INCREASED	17,712	15,838	+1,874	+12%	$504.6K	$803.4K	+$298.8K	2026-11-04
Pekin Hardy Strauss, Inc.	UNCHANGED	17,675	17,675	0	0%	$563.1K	$801.7K	+$238.6K	2026-11-02
Miller Global Investments, LLC	UNCHANGED	17,516	17,516	0	0%	$558.1K	$794.5K	+$236.5K	2026-10-02
Next Level Wealth Planning, LLC	INCREASED	17,041	16,737	+304	+2%	$533.2K	$773.0K	+$239.7K	2026-10-29
Sowell Financial Services LLC	INCREASED	16,324	14,837	+1,487	+10%	$472.7K	$740.5K	+$267.8K	2026-10-23
Roman Butler Fullerton & Co	INCREASED	15,742	15,507	+235	+2%	$523.8K	$698.2K	+$174.3K	2026-10-27
RFG Holdings, Inc.	DECREASED	15,557	15,712	-155	-1%	$500.6K	$705.7K	+$205.1K	2026-10-30
Morton Capital Management LLC	UNCHANGED	14,879	14,879	0	0%	$474.1K	$674.9K	+$200.9K	2026-10-23
Echo45 Advisors LLC	DECREASED	14,662	15,351	-689	-4%	$489.1K	$665.1K	+$176.0K	2026-10-07
Lido Advisors, LLC	UNCHANGED	14,160	14,160	0	0%	$451.1K	$642.3K	+$191.2K	2026-11-04
CRA Financial Services, LLC	INCREASED	13,852	13,517	+335	+2%	$430.7K	$628.3K	+$197.7K	2026-10-16
Wealthcare Advisory Partners LLC	INCREASED	12,752	12,064	+688	+6%	$384.4K	$578.4K	+$194.1K	2026-10-21
Transce3nd, LLC	NEW	12,686	—	+12,686	—	—	$581.3K	—	2026-10-26
Atria Investments, Inc	DECREASED	12,521	15,672	-3,151	-20%	$499.3K	$568.0K	+$68.6K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	12,281	12,218	+63	+1%	$389.3K	$557.1K	+$167.8K	2026-11-02
Archvest Wealth Advisors, Inc.	UNCHANGED	12,221	12,221	0	0%	$389.4K	$554.3K	+$165.0K	2026-10-29
Adamsbrown Wealth Consultants LLC	INCREASED	11,867	11,588	+279	+2%	$369.2K	$538.3K	+$169.1K	2026-10-20
Sunpointe, LLC	INCREASED	11,519	9,935	+1,584	+16%	$316.5K	$522.5K	+$206.0K	2026-10-22
Wilmington Savings Fund Society, FSB	INCREASED	10,642	10,407	+235	+2%	$331.6K	$482.7K	+$151.2K	2026-10-23
Venture Visionary Partners LLC	UNCHANGED	10,424	10,424	0	0%	$332.1K	$472.8K	+$140.7K	2026-10-07
Appalachian Capital Management Ltd	DECREASED	10,092	13,737	-3,645	-27%	$437.7K	$457.8K	+$20.1K	2026-10-14
Global View Capital Management LLC	NEW	9,972	—	+9,972	—	—	$452.3K	—	2026-10-28
Harel Insurance Investments & Financial Services Ltd.	DECREASED	9,920	10,148	-228	-2%	$323.0K	$450.0K	+$127.0K	2026-11-02
Onyx Bridge Wealth Group LLC	INCREASED	9,723	9,228	+495	+5%	$294.0K	$441.0K	+$147.0K	2026-10-16
Client 1ST Advisory Group, LLC	DECREASED	9,673	10,677	-1,004	-9%	$340.2K	$438.8K	+$98.6K	2026-10-19
New York Life Investment Management LLC	NEW	8,900	—	+8,900	—	—	$403.7K	—	2026-11-04
Evanson Financial, LLC	DECREASED	8,888	9,738	-850	-9%	$310.3K	$403.2K	+$92.9K	2026-10-23
Oppenheimer & Co Inc	DECREASED	8,752	8,883	-131	-1%	$283.0K	$397.0K	+$114.0K	2026-10-26
Coastline Trust Co	UNCHANGED	8,723	8,723	0	0%	$277.9K	$395.7K	+$117.8K	2026-10-01
Weaver Consulting Group	INCREASED	8,420	7,885	+535	+7%	$251.2K	$381.9K	+$130.7K	2026-10-07
Advisory Solutions Group, LLC	NEW	8,249	—	+8,249	—	—	$374.2K	—	2026-10-14
Sound Income Strategies, LLC	INCREASED	8,114	7,852	+262	+3%	$250.2K	$359.5K	+$109.4K	2026-10-09
Bank of New York Mellon Corp	NEW	8,111	—	+8,111	—	—	$367.9K	—	2026-11-05
SteelPeak Wealth, LLC	UNCHANGED	8,020	8,020	0	0%	$255.5K	$363.8K	+$108.3K	2026-10-16
MCF Advisors LLC	UNCHANGED	7,954	7,954	0	0%	$253.4K	$360.8K	+$107.4K	2026-10-28
Upper Left Wealth Management, LLC	DECREASED	7,922	9,819	-1,897	-19%	$312.8K	$359.3K	+$46.5K	2026-10-14
Embree Financial Group	DECREASED	7,908	34,595	-26,687	-77%	$1.1M	$358.7K	-$743.5K	2026-10-22
Stenger Family Office, LLC	UNCHANGED	7,867	7,867	0	0%	$250.6K	$355.3K	+$104.6K	2026-10-22
Prime Capital Investment Advisors, LLC	INCREASED	7,664	6,495	+1,169	+18%	$206.9K	$347.6K	+$140.7K	2026-10-20
Mirador Capital Partners LP	NEW	7,313	—	+7,313	—	—	$331.7K	—	2026-10-09
Columbia Advisory Partners LLC	INCREASED	7,310	7,289	+21	+0%	$232.2K	$331.6K	+$99.4K	2026-10-15
Moisand Fitzgerald Tamayo, LLC	INCREASED	7,093	7,091	+2	+0%	$225.9K	$321.7K	+$95.8K	2026-10-15
Ritholtz Wealth Management	UNCHANGED	7,044	7,044	0	0%	$224.4K	$319.5K	+$95.1K	2026-11-05
GK Wealth Management LLC	DECREASED	6,744	9,545	-2,801	-29%	$304.1K	$305.9K	+$1.8K	2026-10-09
Brucke Financial, Inc.	INCREASED	6,650	6,358	+292	+5%	$202.6K	$301.6K	+$99.1K	2026-10-23
Certior Financial Group, LLC	DECREASED	6,294	8,301	-2,007	-24%	$264.5K	$285.5K	+$21.0K	2026-10-19
Ellerson Group Inc	DECREASED	6,257	6,457	-200	-3%	$205.7K	$264.2K	+$58.5K	2026-11-04
Delta Wealth Advisors LLC	NEW	6,226	—	+6,226	—	—	$282.4K	—	2026-10-09
Apella Capital, LLC	UNCHANGED	6,069	6,069	0	0%	$210.2K	$274.7K	+$64.5K	2026-10-08
Ballew Advisors, Inc	UNCHANGED	6,005	6,005	0	0%	$200.3K	$274.7K	+$74.5K	2026-10-05
Parallel Advisors, LLC	INCREASED	5,906	5,905	+1	+0%	$188.2K	$267.9K	+$79.7K	2026-11-03
Caliber Wealth Management, LLC / KS	NEW	5,812	—	+5,812	—	—	$263.6K	—	2026-11-04
Freedom Financial Partners LLC	NEW	5,206	—	+5,206	—	—	$236.1K	—	2026-10-19
Fifth Third Bancorp	INCREASED	5,004	4,982	+22	+0%	$158.7K	$227.0K	+$68.3K	2026-11-05
Advisor OS, LLC	DECREASED	4,944	7,896	-2,952	-37%	$251.6K	$224.3K	-$27.3K	2026-11-03
Tcfg Investment Advisors, LLC	NEW	4,908	—	+4,908	—	—	$222.6K	—	2026-10-20
Independent Wealth Network Inc.	NEW	4,887	—	+4,887	—	—	$221.7K	—	2026-10-19
Castleview Partners, LLC	NEW	4,563	—	+4,563	—	—	$207.0K	—	2026-10-09
AlphaCore Capital LLC	NEW	4,562	—	+4,562	—	—	$206.9K	—	2026-11-04
Stevens Capital Partners	NEW	4,519	—	+4,519	—	—	$205.0K	—	2026-10-29
Harbor Group, Inc.	NEW	4,510	—	+4,510	—	—	$204.6K	—	2026-10-14
Shore Point Advisors, LLC	NEW	4,467	—	+4,467	—	—	$202.6K	—	2026-10-14
Trust Co of Vermont	NEW	2,685	—	+2,685	—	—	$121.8K	—	2026-10-21
Richardson Capital Management LLC	UNCHANGED	2,584	2,584	0	0%	$82.3K	$117.2K	+$34.9K	2026-10-23
Clark Wealth Partners	UNCHANGED	2,503	2,503	0	0%	$79.7K	$113.5K	+$33.8K	2026-10-19
Fairway Wealth LLC	UNCHANGED	2,004	2,004	0	0%	$63.8K	$90.9K	+$27.1K	2026-10-30
Foresight Capital Management Advisors, Inc.	NEW	1,958	—	+1,958	—	—	$88.8K	—	2026-10-27
Kingdom Financial Group Llc.	UNCHANGED	1,358	1,358	0	0%	$43.3K	$61.6K	+$18.3K	2026-11-04
Signaturefd, LLC	UNCHANGED	1,220	1,220	0	0%	$38.9K	$55.3K	+$16.5K	2026-10-23
SJS Investment Consulting Inc.	INCREASED	1,039	439	+600	+137%	$14.0K	$47.1K	+$33.1K	2026-10-26
MassMutual Private Wealth & Trust, FSB	UNCHANGED	1,000	1,000	0	0%	$31.9K	$45.4K	+$13.5K	2026-10-05
Belvedere Trading LLC	NEW	990	—	+990	—	—	$44.9K	—	2026-11-05
IFP Advisors, Inc	INCREASED	719	494	+225	+46%	$15.7K	$32.6K	+$16.9K	2026-10-16
Quaker Wealth Management, LLC	DECREASED	669	704	-35	-5%	$22.4K	$30.3K	+$7.9K	2026-10-22
Lodestone Wealth Management LLC	UNCHANGED	589	589	0	0%	$18.8K	$26.7K	+$8.0K	2026-10-14
North Star Investment Management Corp.	UNCHANGED	548	548	0	0%	$17.5K	$24.9K	+$7.4K	2026-10-27
US Bancorp \de\	UNCHANGED	500	500	0	0%	$15.9K	$22.7K	+$6.8K	2026-11-05
Cassaday & Co Wealth Management LLC	UNCHANGED	476	476	0	0%	$15.2K	$21.6K	+$6.4K	2026-10-27
EverSource Wealth Advisors, LLC	UNCHANGED	443	443	0	0%	$14.1K	$20.1K	+$6.0K	2026-11-04
Cape Investment Advisory, Inc.	INCREASED	358	350	+8	+2%	$11.2K	$16.2K	+$5.1K	2026-10-13
Vision Financial Markets LLC	DECREASED	305	466	-161	-35%	$15.2K	$14.0K	-$1.1K	2026-10-22
Valley National Advisers Inc	UNCHANGED	245	245	0	0%	$7.8K	$11.1K	+$3.3K	2026-10-23
Olistico Wealth, LLC	UNCHANGED	240	240	0	0%	$7.6K	$10.9K	+$3.2K	2026-10-05
Silver Grove Financial Group, Inc.	UNCHANGED	223	223	0	0%	$7.1K	$10.1K	+$3.0K	2026-11-05
Root Financial Partners, LLC	NEW	199	—	+199	—	—	$9.0K	—	2026-10-21
Nova Financial LLC	NEW	162	—	+162	—	—	$7.3K	—	2026-11-04
Latitude Advisors, LLC	NEW	140	—	+140	—	—	$6.4K	—	2026-10-27
TD Waterhouse Canada Inc.	UNCHANGED	140	140	0	0%	$4.6K	$6.4K	+$1.9K	2026-10-16
Compass Financial Management LLC	UNCHANGED	125	125	0	0%	$4.0K	$5.7K	+$1.7K	2026-10-30
Central Trust Co	INCREASED	118	80	+38	+48%	$2.5K	$5.4K	+$2.8K	2026-11-05
Lanark Financial, Inc.	NEW	113	—	+113	—	—	$5.1K	—	2026-10-26
Archer Investment Corp	UNCHANGED	113	113	0	0%	$3.6K	$5.1K	+$1.5K	2026-11-05
Mather Group, Llc.	UNCHANGED	100	100	0	0%	$3.2K	$4.5K	+$1.4K	2026-10-14
Strengthening Families & Communities, LLC	DECREASED	85	292	-207	-71%	$9.3K	$3.9K	-$5.4K	2026-10-21
Ascentis Independent Advisors	NEW	75	—	+75	—	—	$3.4K	—	2026-11-03
Signature Resources Capital Management, LLC	UNCHANGED	50	50	0	0%	$1.6K	$2.3K	+$675	2026-10-16
CX Institutional	UNCHANGED	30	30	0	0%	$1	$1	$0	2026-10-02
Blue Trust, Inc.	NEW	18	—	+18	—	—	$806	—	2026-10-15
Albion Financial Group	UNCHANGED	16	16	0	0%	$510	$726	+$216	2026-10-21
Assetmark, Inc	NEW	5	—	+5	—	—	$227	—	2026-10-21
HUB Investment Partners, LLC	CLOSED	0	9,817	-9,817	-100%	$312.8K	$0	-$312.8K	2026-11-03
SAX Wealth Advisors, LLC	CLOSED	0	8,646	-8,646	-100%	$318.3K	$0	-$318.3K	2026-10-13
JBR Co Financial Management Inc	CLOSED	0	7,281	-7,281	-100%	$232.0K	$0	-$232.0K	2026-10-13
Tenet Wealth Partners, LLC	CLOSED	0	6,141	-6,141	-100%	$216.3K	$0	-$216.3K	2026-10-19
Founders Capital Management	CLOSED	0	700	-700	-100%	$22.3K	$0	-$22.3K	2026-10-13
Go Invest LLC	CLOSED	0	322	-322	-100%	$10.2K	$0	-$10.2K	2026-10-09
LifeSteps Financial, Inc.	CLOSED	0	100	-100	-100%	$3.2K	$0	-$3.2K	2026-10-15
ParaFi Capital LP	N/A	—	1,700,000	-1,700,000	-100%	$54.2M	—	—	—
Wells Fargo & Company	N/A	—	1,381,854	-1,381,854	-100%	$44.0M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	1,145,512	-1,145,512	-100%	$36.5M	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	937,917	-937,917	-100%	$29.9M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	907,760	-907,760	-100%	$28.9M	—	—	—
Kaleidoscope Capital LP	N/A	—	598,360	-598,360	-100%	$19.1M	—	—	—
Jane Street Group, LLC	N/A	—	421,020	-421,020	-100%	$13.4M	—	—	—
Millennium Management LLC	N/A	—	367,124	-367,124	-100%	$11.7M	—	—	—
HRT Financial LP	N/A	—	348,733	-348,733	-100%	$11.1M	—	—	—
Consolidated Portfolio Review Corp	N/A	—	336,325	-336,325	-100%	$10.7M	—	—	—
Pine Ridge Advisers LLC	N/A	—	336,325	-336,325	-100%	$10.7M	—	—	—
Bank of America Corp	N/A	—	315,545	-315,545	-100%	$10.1M	—	—	—
RPg Family Wealth Advisory, LLC	N/A	—	299,597	-299,597	-100%	$9.5M	—	—	—
Fielder Capital Group LLC	N/A	—	247,167	-247,167	-100%	$7.9M	—	—	—
Atomic Invest LLC	N/A	—	239,200	-239,200	-100%	$7.8M	—	—	—
Morgan Stanley	N/A	—	234,709	-234,709	-100%	$7.5M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	231,959	-231,959	-100%	$7.4M	—	—	—
Virtu Financial LLC	N/A	—	185,282	-185,282	-100%	$5.9M	—	—	—
Sanctuary Advisors, LLC	N/A	—	174,041	-174,041	-100%	$5.5M	—	—	—
Avenir Tech Ltd	N/A	—	173,163	-173,163	-100%	$5.5M	—	—	—
Farringdon Capital, Ltd.	N/A	—	155,362	-155,362	-100%	$4.9M	—	—	—
Ankerstar Wealth, LLC	N/A	—	153,810	-153,810	-100%	$4.9M	—	—	—
Magnolia Capital Advisors LLC	N/A	—	152,856	-152,856	-100%	$4.9M	—	—	—
Guggenheim Capital LLC	N/A	—	134,567	-134,567	-100%	$4.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	126,592	-126,592	-100%	$4.0M	—	—	—
Summit Financial, LLC	N/A	—	121,306	-121,306	-100%	$3.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	121,283	-121,283	-100%	$3.9M	—	—	—
MML Investors Services, LLC	N/A	—	120,895	-120,895	-100%	$3.9M	—	—	—
IEQ Capital, LLC	N/A	—	118,044	-118,044	-100%	$3.8M	—	—	—
Quadrature Capital Ltd	N/A	—	116,988	-116,988	-100%	$3.7M	—	—	—
Betterment LLC	N/A	—	111,402	-111,402	-100%	$3.5M	—	—	—
Citadel Advisors LLC	N/A	—	97,133	-97,133	-100%	$3.1M	—	—	—
White Knight Strategic Wealth Advisors, LLC	N/A	—	96,018	-96,018	-100%	$3.1M	—	—	—
First Trust Advisors LP	N/A	—	92,895	-92,895	-100%	$3.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	78,888	-78,888	-100%	$2.5M	—	—	—
HighTower Advisors, LLC	N/A	—	76,381	-76,381	-100%	$2.4M	—	—	—
Savant Capital, LLC	N/A	—	70,826	-70,826	-100%	$2.3M	—	—	—
Focus Partners Wealth	N/A	—	68,226	-68,226	-100%	$2.2M	—	—	—
JPMorgan Chase & Co	N/A	—	65,712	-65,712	-100%	$2.2M	—	—	—
Proficio Capital Partners LLC	N/A	—	63,129	-63,129	-100%	$2.0M	—	—	—
Advance Capital Management, Inc.	N/A	—	58,857	-58,857	-100%	$1.9M	—	—	—
NewEdge Wealth, LLC	N/A	—	56,641	-56,641	-100%	$1.8M	—	—	—
Renaissance Technologies LLC	N/A	—	51,990	-51,990	-100%	$1.7M	—	—	—
Fiduciary Financial Advisors	N/A	—	51,827	-51,827	-100%	$1.7M	—	—	—
a16z Perennial Management, L.P.	N/A	—	50,502	-50,502	-100%	$1.6M	—	—	—
Precision Wealth Strategies, LLC	N/A	—	50,192	-50,192	-100%	$1.6M	—	—	—
Arax Advisory Partners	N/A	—	45,643	-45,643	-100%	$1.5M	—	—	—
MRP Capital Investments, LLC	N/A	—	45,568	-45,568	-100%	$1.5M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	41,189	-41,189	-100%	$1.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	39,943	-39,943	-100%	$1.3M	—	—	—
Keel Point, LLC	N/A	—	36,381	-36,381	-100%	$1.2M	—	—	—
Vance Wealth, LLC	N/A	—	36,124	-36,124	-100%	$1.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	33,551	-33,551	-100%	$1.1M	—	—	—
Savvy Advisors, Inc.	N/A	—	32,086	-32,086	-100%	$1.0M	—	—	—
Bonfire Financial	N/A	—	28,491	-28,491	-100%	$907.7K	—	—	—
Waverly Advisors, LLC	N/A	—	27,855	-27,855	-100%	$887.5K	—	—	—
Mason & Associates Inc	N/A	—	24,489	-24,489	-100%	$780.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	24,434	-24,434	-100%	$778.5K	—	—	—
Mariner, LLC	N/A	—	24,272	-24,272	-100%	$775.1K	—	—	—
PlanVest Financial, Inc	N/A	—	23,631	-23,631	-100%	$752.9K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	23,540	-23,540	-100%	$750.0K	—	—	—
MAI Capital Management	N/A	—	22,748	-22,748	-100%	$724.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	22,616	-22,616	-100%	$720.5K	—	—	—
Belpointe Asset Management LLC	N/A	—	21,849	-21,849	-100%	$696.1K	—	—	—
Earned Wealth Advisors, LLC	N/A	—	19,774	-19,774	-100%	$630.0K	—	—	—
Migdal Insurance & Financial Holdings Ltd.	N/A	—	19,759	-19,759	-100%	$727.3K	—	—	—
Nikulski Financial, Inc.	N/A	—	19,617	-19,617	-100%	$625.0K	—	—	—
Wealth Watch Advisors, Inc	N/A	—	18,912	-18,912	-100%	$602.5K	—	—	—
Intellectus Partners, LLC	N/A	—	18,750	-18,750	-100%	$597.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	17,419	-17,419	-100%	$555.0K	—	—	—
Concentrum Wealth Management	N/A	—	17,161	-17,161	-100%	$546.7K	—	—	—
LPL Financial LLC	N/A	—	16,561	-16,561	-100%	$527.6K	—	—	—
Harbour Wealth Management Group, Inc.	N/A	—	16,500	-16,500	-100%	$525.7K	—	—	—
CreativeOne Wealth, LLC	N/A	—	16,069	-16,069	-100%	$512.0K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	15,030	-15,030	-100%	$478.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	14,960	-14,960	-100%	$476.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	14,940	-14,940	-100%	$476.0K	—	—	—
Captrust Financial Advisors	N/A	—	14,788	-14,788	-100%	$471.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	14,485	-14,485	-100%	$461.5K	—	—	—
Drucker Wealth 3.0, LLC	N/A	—	14,189	-14,189	-100%	$452.0K	—	—	—
Choate Investment Advisors	N/A	—	13,291	-13,291	-100%	$423.5K	—	—	—
Arete Wealth Advisors, LLC	N/A	—	13,160	-13,160	-100%	$419.3K	—	—	—
Cary Street Partners Financial LLC	N/A	—	12,998	-12,998	-100%	$414.1K	—	—	—
Exit Wealth Advisors, Llc.	N/A	—	12,719	-12,719	-100%	$405.2K	—	—	—
Hexagon Capital Partners LLC	N/A	—	11,405	-11,405	-100%	$363.4K	—	—	—
BBR Partners, LLC	N/A	—	11,000	-11,000	-100%	$350.5K	—	—	—
Composition Wealth, LLC	N/A	—	10,861	-10,861	-100%	$346.0K	—	—	—
SCS Capital Management LLC	N/A	—	10,638	-10,638	-100%	$338.9K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	10,637	-10,637	-100%	$338.9K	—	—	—
Daviman Financial, LLC	N/A	—	10,622	-10,622	-100%	$338.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	10,377	-10,377	-100%	$330.6K	—	—	—
WorthPointe, LLC	N/A	—	9,980	-9,980	-100%	$318.0K	—	—	—
Dearborn Partners LLC	N/A	—	9,783	-9,783	-100%	$311.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	9,118	-9,118	-100%	$290.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,005	-9,005	-100%	$286.9K	—	—	—
Cresset Asset Management, LLC	N/A	—	8,786	-8,786	-100%	$279.9K	—	—	—
Wick Capital Partners, LLC	N/A	—	8,282	-8,282	-100%	$263.9K	—	—	—
Maridea Wealth Management LLC	N/A	—	7,967	-7,967	-100%	$253.8K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	7,855	-7,855	-100%	$250.3K	—	—	—
Cerity Partners LLC	N/A	—	7,664	-7,664	-100%	$244.2K	—	—	—
Harvest Investment Services, LLC	N/A	—	7,602	-7,602	-100%	$242.2K	—	—	—
Modern Wealth Management, LLC	N/A	—	7,461	-7,461	-100%	$237.7K	—	—	—
Raymond James Financial Inc	N/A	—	7,133	-7,133	-100%	$227.3K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	7,013	-7,013	-100%	$223.4K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	7,012	-7,012	-100%	$223.4K	—	—	—
Empower Advisory Group, LLC	N/A	—	6,862	-6,862	-100%	$218.6K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	6,725	-6,725	-100%	$214.3K	—	—	—
Allworth Financial LP	N/A	—	4,870	-4,870	-100%	$155.2K	—	—	—
Sankala Group LLC	N/A	—	4,824	-4,824	-100%	$169.3K	—	—	—
Elequin Capital, LP	N/A	—	4,806	-4,806	-100%	$153.1K	—	—	—
Rothschild Investment LLC	N/A	—	2,575	-2,575	-100%	$82.0K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	2,150	-2,150	-100%	$68.5K	—	—	—
Ross\johnson & Associates LLC	N/A	—	2,126	-2,126	-100%	$67.7K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	1,924	-1,924	-100%	$61.3K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	1,920	-1,920	-100%	$61.2K	—	—	—
JPL Wealth Management, LLC	N/A	—	1,846	-1,846	-100%	$58.8K	—	—	—
Hollencrest Capital Management	N/A	—	1,747	-1,747	-100%	$55.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,656	-1,656	-100%	$52.8K	—	—	—
Walleye Trading LLC	N/A	—	1,543	-1,543	-100%	$49.2K	—	—	—
Turim 21 Investimentos Ltda.	N/A	—	1,405	-1,405	-100%	$44.8K	—	—	—
Park Place Capital Corp	N/A	—	1,073	-1,073	-100%	$34.2K	—	—	—
Ancora Advisors LLCA	N/A	—	1,000	-1,000	-100%	$31.9K	—	—	—
Zions Bancorporation, National Association	N/A	—	737	-737	-100%	$23.5K	—	—	—
BFC Planning, Inc.	N/A	—	589	-589	-100%	$18.8K	—	—	—
Continuum Advisory, LLC	N/A	—	570	-570	-100%	$18.2K	—	—	—
Johnson Financial Group, Inc.	N/A	—	426	-426	-100%	$13.6K	—	—	—
Royal Bank of Canada	N/A	—	215	-215	-100%	$6.0K	—	—	—
Crewe Advisors LLC	N/A	—	136	-136	-100%	$4.3K	—	—	—
IMA Advisory Services, Inc.	N/A	—	130	-130	-100%	$4.1K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	91	-91	-100%	$2.9K	—	—	—
Nova Wealth Management, Inc.	N/A	—	75	-75	-100%	$2.4K	—	—	—
Strive Financial Group,LLC	N/A	—	71	-71	-100%	$2.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	49	-49	-100%	$2	—	—	—
Vision Retirement, LLC	N/A	—	42	-42	-100%	$1.3K	—	—	—
Bogart Wealth, LLC	N/A	—	40	-40	-100%	$1.3K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	20	-20	-100%	$638	—	—	—
Ameriflex Group, Inc.	N/A	—	20	-20	-100%	$637	—	—	—
Intesa Sanpaolo S.p.A.	N/A	—	1	-1	-100%	$32	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1	-1	-100%	$32	—	—	—

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