BNY Mellon Core Bond ETF (BKAG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Exchange Traded Concepts, LLC

NEW

Shares5,857,574

Change+5,857,574

Value$234.7M

Filed 2026-10-28

Bank of New York Mellon Corp

DECREASED

Shares5,837,704 from 6,294,450

Change-456,746 (-7%)

Value$233.9M (-$30.1M)

Filed 2026-11-05

Total Investment Management Inc

INCREASED

Shares1,885,646 from 1,732,205

Change+153,441 (+9%)

Value$75.6M (+$4.0M)

Filed 2026-10-22

Signal Advisors Wealth, LLC

INCREASED

Shares1,140,641 from 1,062,469

Change+78,172 (+7%)

Value$45.7M (+$1.1M)

Filed 2026-10-13

Brookstone Capital Management

DECREASED

Shares998,875 from 1,010,180

Change-11,305 (-1%)

Value$40.0M (-$2.4M)

Filed 2026-10-22

Tanager Wealth Management LLP

DECREASED

Shares981,779 from 1,018,696

Change-36,917 (-4%)

Value$39.3M (-$3.4M)

Filed 2026-10-19

Central Trust Co

DECREASED

Shares912,428 from 941,445

Change-29,017 (-3%)

Value$36.6M (-$2.9M)

Filed 2026-11-05

Carolina Wealth Advisors, LLC

INCREASED

Shares328,092 from 306,994

Change+21,098 (+7%)

Value$13.1M (+$267.6K)

Filed 2026-10-23

Lord & Richards Wealth Management, LLC

DECREASED

Shares236,042 from 255,358

Change-19,316 (-8%)

Value$9.5M (-$1.3M)

Filed 2026-10-14

SevenBridge Financial Group, LLC

INCREASED

Shares207,406 from 171,841

Change+35,565 (+21%)

Value$8.4M (+$1.2M)

Filed 2026-10-26

Rpoa Advisors, Inc.

DECREASED

Shares195,882 from 20,729,160

Change-20,533,278 (-99%)

Value$7.8M (-$861.7M)

Filed 2026-10-19

LPL Financial LLC

INCREASED

Shares173,261 from 171,573

Change+1,688 (+1%)

Value$6.9M (-$255.3K)

Filed 2026-11-06

Curran Financial Partners, LLC

INCREASED

Shares157,899 from 149,356

Change+8,543 (+6%)

Value$6.3M (+$61.2K)

Filed 2026-11-04

Symphony Financial, Ltd. Co.

DECREASED

Shares119,450 from 121,552

Change-2,102 (-2%)

Value$4.8M (-$330.2K)

Filed 2026-10-22

Merited Wealth, LLC

INCREASED

Shares102,296 from 82,171

Change+20,125 (+24%)

Value$4.1M (+$651.7K)

Filed 2026-10-13

Wealth Forward, LLC

DECREASED

Shares92,884 from 212,034

Change-119,150 (-56%)

Value$3.7M (-$5.2M)

Filed 2026-10-14

First Heartland Consultants, Inc.

INCREASED

Shares88,747 from 88,101

Change+646 (+1%)

Value$3.6M (-$139.9K)

Filed 2026-10-08

M Holdings Securities, Inc.

INCREASED

Shares83,295 from 60,439

Change+22,856 (+38%)

Value$3.4K (-$2.5M)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

INCREASED

Shares65,145 from 48,609

Change+16,536 (+34%)

Value$2.6M (+$571.1K)

Filed 2026-10-16

Stiles Financial Services Inc

DECREASED

Shares55,359 from 62,452

Change-7,093 (-11%)

Value$2.2M (-$401.7K)

Filed 2026-10-30

Park Avenue Securities LLC

INCREASED

Shares52,343 from 46,563

Change+5,780 (+12%)

Value$2.1M (+$144.0K)

Filed 2026-10-26

Sentinel Pension Advisors, LLC

INCREASED

Shares50,857 from 50,688

Change+169 (+0%)

Value$2.0M (-$73.3K)

Filed 2026-11-02

VestGen Advisors, LLC

INCREASED

Shares47,219 from 39,094

Change+8,125 (+21%)

Value$1.9M (+$252.0K)

Filed 2026-10-27

E6 Portfolios, LLC

INCREASED

Shares36,492 from 34,402

Change+2,090 (+6%)

Value$1.5M (+$19.0K)

Filed 2026-10-26

Fifth Third Securities, Inc.

DECREASED

Shares30,202 from 31,676

Change-1,474 (-5%)

Value$1.2M (-$118.7K)

Filed 2026-10-21

Collective Family Office LLC

DECREASED

Shares23,150 from 35,488

Change-12,338 (-35%)

Value$927.6K (-$561.1K)

Filed 2026-10-05

Sightline Wealth Advisors, LLC

DECREASED

Shares22,735 from 112,492

Change-89,757 (-80%)

Value$910.9K (-$3.8M)

Filed 2026-10-21

Harbour Capital Advisors, LLC

INCREASED

Shares20,490 from 19,695

Change+795 (+4%)

Value$821.0K (+$2.1K)

Filed 2026-10-13

Krilogy Financial LLC

UNCHANGED

Shares16,223 from 16,223

Change0 (0%)

Value$649.1K (-$31.5K)

Filed 2026-10-13

Strong Retirement Solutions LLC

INCREASED

Shares14,734 from 13,861

Change+873 (+6%)

Value$590.4K (+$8.9K)

Filed 2026-10-07

Dynamic Advisor Solutions LLC

UNCHANGED

Shares13,611 from 13,611

Change0 (0%)

Value$545.4K (-$25.6K)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares11,089 from 11,272

Change-183 (-2%)

Value$444.3K (-$28.5K)

Filed 2026-10-08

Advisor Resource Council

INCREASED

Shares9,528 from 9,190

Change+338 (+4%)

Value$379.0K (-$5.2K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

NEW

Shares8,343

Change+8,343

Value$333.8K

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares8,108 from 9,866

Change-1,758 (-18%)

Value$324.9K (-$89.0K)

Filed 2026-11-02

BankPlus Trust Department

DECREASED

Shares7,907 from 9,045

Change-1,138 (-13%)

Value$316.8K (-$62.6K)

Filed 2026-11-06

Zenith Solutions, Inc.

NEW

Shares5,651

Change+5,651

Value$226.4K

Filed 2026-10-19

Lantern Wealth Advisors, LLC

INCREASED

Shares5,576 from 5,399

Change+177 (+3%)

Value$223.4K (-$3.1K)

Filed 2026-10-22

Kings Path Partners LLC

UNCHANGED

Shares762 from 762

Change0 (0%)

Value$30.5K (-$1.4K)

Filed 2026-10-21

Parallel Advisors, LLC

INCREASED

Shares223 from 220

Change+3 (+1%)

Value$8.9K (-$320)

Filed 2026-11-03

Princeton Global Asset Management LLC

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$7.2K (-$339)

Filed 2026-10-21

Compass Financial Management LLC

DECREASED

Shares167 from 2,663

Change-2,496 (-94%)

Value$6.7K (-$105.0K)

Filed 2026-10-30

Harbour Investments, Inc.

UNCHANGED

Shares126 from 126

Change0 (0%)

Value$5.0K (-$237)

Filed 2026-11-09

Legacy Private Trust Co.

CLOSED

Shares0 from 45,016

Change-45,016 (-100%)

Value$0 (-$1.9M)

Filed 2026-10-06

Blueprint Financial Advisors LLC

CLOSED

Shares0 from 11,442

Change-11,442 (-100%)

Value$0 (-$480.0K)

Filed 2026-10-28

Blueprint Investment Partners LLC

CLOSED

Shares0 from 11,442

Change-11,442 (-100%)

Value$0 (-$480.0K)

Filed 2026-10-28

Oath Planning, LLC

CLOSED

Shares0 from 5,322

Change-5,322 (-100%)

Value$0 (-$223.3K)

Filed 2026-10-20

IFP Advisors, Inc

CLOSED

Shares0 from 1,680

Change-1,680 (-100%)

Value$0 (-$70.5K)

Filed 2026-10-16

Bank of America Corp

N/A

Shares— from 2,445,005

Change-2,445,005 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 1,225,426

Change-1,225,426 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,137,964

Change-1,137,964 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 900,167

Change-900,167 (-100%)

Value—

Stadion Money Management, LLC

N/A

Shares— from 798,129

Change-798,129 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 699,904

Change-699,904 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 676,711

Change-676,711 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 491,335

Change-491,335 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 323,784

Change-323,784 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 238,030

Change-238,030 (-100%)

Value—

Tailwinds Wealth, LLC

N/A

Shares— from 189,927

Change-189,927 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 169,814

Change-169,814 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 143,614

Change-143,614 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 117,261

Change-117,261 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 111,661

Change-111,661 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 106,590

Change-106,590 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 104,107

Change-104,107 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 102,787

Change-102,787 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 101,820

Change-101,820 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 82,174

Change-82,174 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 70,821

Change-70,821 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 65,159

Change-65,159 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 54,494

Change-54,494 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 51,467

Change-51,467 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 39,242

Change-39,242 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 24,166

Change-24,166 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 20,749

Change-20,749 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 18,678

Change-18,678 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 18,485

Change-18,485 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 17,409

Change-17,409 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 16,647

Change-16,647 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,123

Change-10,123 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 9,572

Change-9,572 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 9,116

Change-9,116 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 9,065

Change-9,065 (-100%)

Value—

Strategic Financial Planning, Inc.

N/A

Shares— from 8,579

Change-8,579 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 8,007

Change-8,007 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 7,260

Change-7,260 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,453

Change-6,453 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 5,898

Change-5,898 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 5,440

Change-5,440 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 5,266

Change-5,266 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,023

Change-5,023 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,247

Change-3,247 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,878

Change-1,878 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 152

Change-152 (-100%)

Value—

New England Asset Management Inc

N/A

Shares— from 100

Change-100 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 38

Change-38 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 23

Change-23 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
Exchange Traded Concepts, LLC	NEW	5,857,574	—	+5,857,574	—	—	$234.7M	—	2026-10-28
Bank of New York Mellon Corp	DECREASED	5,837,704	6,294,450	-456,746	-7%	$264.1M	$233.9M	-$30.1M	2026-11-05
Total Investment Management Inc	INCREASED	1,885,646	1,732,205	+153,441	+9%	$71.5M	$75.6M	+$4.0M	2026-10-22
Signal Advisors Wealth, LLC	INCREASED	1,140,641	1,062,469	+78,172	+7%	$44.6M	$45.7M	+$1.1M	2026-10-13
Brookstone Capital Management	DECREASED	998,875	1,010,180	-11,305	-1%	$42.4M	$40.0M	-$2.4M	2026-10-22
Tanager Wealth Management LLP	DECREASED	981,779	1,018,696	-36,917	-4%	$42.7M	$39.3M	-$3.4M	2026-10-19
Central Trust Co	DECREASED	912,428	941,445	-29,017	-3%	$39.5M	$36.6M	-$2.9M	2026-11-05
Carolina Wealth Advisors, LLC	INCREASED	328,092	306,994	+21,098	+7%	$12.9M	$13.1M	+$267.6K	2026-10-23
Lord & Richards Wealth Management, LLC	DECREASED	236,042	255,358	-19,316	-8%	$10.7M	$9.5M	-$1.3M	2026-10-14
SevenBridge Financial Group, LLC	INCREASED	207,406	171,841	+35,565	+21%	$7.1M	$8.4M	+$1.2M	2026-10-26
Rpoa Advisors, Inc.	DECREASED	195,882	20,729,160	-20,533,278	-99%	$869.6M	$7.8M	-$861.7M	2026-10-19
LPL Financial LLC	INCREASED	173,261	171,573	+1,688	+1%	$7.2M	$6.9M	-$255.3K	2026-11-06
Curran Financial Partners, LLC	INCREASED	157,899	149,356	+8,543	+6%	$6.3M	$6.3M	+$61.2K	2026-11-04
Symphony Financial, Ltd. Co.	DECREASED	119,450	121,552	-2,102	-2%	$5.1M	$4.8M	-$330.2K	2026-10-22
Merited Wealth, LLC	INCREASED	102,296	82,171	+20,125	+24%	$3.4M	$4.1M	+$651.7K	2026-10-13
Wealth Forward, LLC	DECREASED	92,884	212,034	-119,150	-56%	$8.9M	$3.7M	-$5.2M	2026-10-14
First Heartland Consultants, Inc.	INCREASED	88,747	88,101	+646	+1%	$3.7M	$3.6M	-$139.9K	2026-10-08
M Holdings Securities, Inc.	INCREASED	83,295	60,439	+22,856	+38%	$2.5M	$3.4K	-$2.5M	2026-11-03
Concurrent Investment Advisors, LLC	INCREASED	65,145	48,609	+16,536	+34%	$2.0M	$2.6M	+$571.1K	2026-10-16
Stiles Financial Services Inc	DECREASED	55,359	62,452	-7,093	-11%	$2.6M	$2.2M	-$401.7K	2026-10-30
Park Avenue Securities LLC	INCREASED	52,343	46,563	+5,780	+12%	$2.0M	$2.1M	+$144.0K	2026-10-26
Sentinel Pension Advisors, LLC	INCREASED	50,857	50,688	+169	+0%	$2.1M	$2.0M	-$73.3K	2026-11-02
VestGen Advisors, LLC	INCREASED	47,219	39,094	+8,125	+21%	$1.6M	$1.9M	+$252.0K	2026-10-27
E6 Portfolios, LLC	INCREASED	36,492	34,402	+2,090	+6%	$1.4M	$1.5M	+$19.0K	2026-10-26
Fifth Third Securities, Inc.	DECREASED	30,202	31,676	-1,474	-5%	$1.3M	$1.2M	-$118.7K	2026-10-21
Collective Family Office LLC	DECREASED	23,150	35,488	-12,338	-35%	$1.5M	$927.6K	-$561.1K	2026-10-05
Sightline Wealth Advisors, LLC	DECREASED	22,735	112,492	-89,757	-80%	$4.7M	$910.9K	-$3.8M	2026-10-21
Harbour Capital Advisors, LLC	INCREASED	20,490	19,695	+795	+4%	$818.9K	$821.0K	+$2.1K	2026-10-13
Krilogy Financial LLC	UNCHANGED	16,223	16,223	0	0%	$680.6K	$649.1K	-$31.5K	2026-10-13
Strong Retirement Solutions LLC	INCREASED	14,734	13,861	+873	+6%	$581.5K	$590.4K	+$8.9K	2026-10-07
Dynamic Advisor Solutions LLC	UNCHANGED	13,611	13,611	0	0%	$571.0K	$545.4K	-$25.6K	2026-10-13
Farther Finance Advisors, LLC	DECREASED	11,089	11,272	-183	-2%	$472.9K	$444.3K	-$28.5K	2026-10-08
Advisor Resource Council	INCREASED	9,528	9,190	+338	+4%	$384.2K	$379.0K	-$5.2K	2026-11-05
Wealth Enhancement Advisory Services, LLC	NEW	8,343	—	+8,343	—	—	$333.8K	—	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	8,108	9,866	-1,758	-18%	$413.9K	$324.9K	-$89.0K	2026-11-02
BankPlus Trust Department	DECREASED	7,907	9,045	-1,138	-13%	$379.4K	$316.8K	-$62.6K	2026-11-06
Zenith Solutions, Inc.	NEW	5,651	—	+5,651	—	—	$226.4K	—	2026-10-19
Lantern Wealth Advisors, LLC	INCREASED	5,576	5,399	+177	+3%	$226.5K	$223.4K	-$3.1K	2026-10-22
Kings Path Partners LLC	UNCHANGED	762	762	0	0%	$32.0K	$30.5K	-$1.4K	2026-10-21
Parallel Advisors, LLC	INCREASED	223	220	+3	+1%	$9.2K	$8.9K	-$320	2026-11-03
Princeton Global Asset Management LLC	UNCHANGED	180	180	0	0%	$7.6K	$7.2K	-$339	2026-10-21
Compass Financial Management LLC	DECREASED	167	2,663	-2,496	-94%	$111.7K	$6.7K	-$105.0K	2026-10-30
Harbour Investments, Inc.	UNCHANGED	126	126	0	0%	$5.3K	$5.0K	-$237	2026-11-09
Legacy Private Trust Co.	CLOSED	0	45,016	-45,016	-100%	$1.9M	$0	-$1.9M	2026-10-06
Blueprint Financial Advisors LLC	CLOSED	0	11,442	-11,442	-100%	$480.0K	$0	-$480.0K	2026-10-28
Blueprint Investment Partners LLC	CLOSED	0	11,442	-11,442	-100%	$480.0K	$0	-$480.0K	2026-10-28
Oath Planning, LLC	CLOSED	0	5,322	-5,322	-100%	$223.3K	$0	-$223.3K	2026-10-20
IFP Advisors, Inc	CLOSED	0	1,680	-1,680	-100%	$70.5K	$0	-$70.5K	2026-10-16
Bank of America Corp	N/A	—	2,445,005	-2,445,005	-100%	$102.6M	—	—	—
Talon Private Wealth, LLC	N/A	—	1,225,426	-1,225,426	-100%	$51.4M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,137,964	-1,137,964	-100%	$47.7M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	900,167	-900,167	-100%	$37.8M	—	—	—
Stadion Money Management, LLC	N/A	—	798,129	-798,129	-100%	$33.4M	—	—	—
Glen Eagle Advisors, LLC	N/A	—	699,904	-699,904	-100%	$29.4M	—	—	—
Wealthspire Advisors, LLC	N/A	—	676,711	-676,711	-100%	$28.4M	—	—	—
Royal Bank of Canada	N/A	—	491,335	-491,335	-100%	$20.6M	—	—	—
Crux Wealth Advisors	N/A	—	323,784	-323,784	-100%	$13.6M	—	—	—
Morgan Stanley	N/A	—	238,030	-238,030	-100%	$10.0M	—	—	—
Tailwinds Wealth, LLC	N/A	—	189,927	-189,927	-100%	$8.0M	—	—	—
Maripau Wealth Management LLC	N/A	—	169,814	-169,814	-100%	$7.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	143,614	-143,614	-100%	$6.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	117,261	-117,261	-100%	$4.9M	—	—	—
Equitable Holdings, Inc.	N/A	—	111,661	-111,661	-100%	$4.7M	—	—	—
Second Line Capital, LLC	N/A	—	106,590	-106,590	-100%	$4.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	104,107	-104,107	-100%	$4.4M	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	102,787	-102,787	-100%	$4.3M	—	—	—
Raymond James Financial Inc	N/A	—	101,820	-101,820	-100%	$4.3M	—	—	—
JPMorgan Chase & Co	N/A	—	82,174	-82,174	-100%	$3.5M	—	—	—
Advisory Services Network, LLC	N/A	—	70,821	-70,821	-100%	$3.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	65,159	-65,159	-100%	$2.7M	—	—	—
Cetera Investment Advisers	N/A	—	54,494	-54,494	-100%	$2.3M	—	—	—
Citadel Advisors LLC	N/A	—	51,467	-51,467	-100%	$2.2M	—	—	—
Jane Street Group, LLC	N/A	—	39,242	-39,242	-100%	$1.6M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	24,166	-24,166	-100%	$1.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	20,749	-20,749	-100%	$870.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	18,678	-18,678	-100%	$783.5K	—	—	—
Zhang Financial LLC	N/A	—	18,485	-18,485	-100%	$775.4K	—	—	—
SageView Advisory Group, LLC	N/A	—	17,409	-17,409	-100%	$730.3K	—	—	—
Savvy Advisors, Inc.	N/A	—	16,647	-16,647	-100%	$698.4K	—	—	—
Wells Fargo & Company	N/A	—	10,123	-10,123	-100%	$424.7K	—	—	—
Flow Traders U.S. LLC	N/A	—	9,572	-9,572	-100%	$402.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	9,116	-9,116	-100%	$382.4K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	9,065	-9,065	-100%	$380.3K	—	—	—
Strategic Financial Planning, Inc.	N/A	—	8,579	-8,579	-100%	$359.9K	—	—	—
Independent Advisor Alliance	N/A	—	8,007	-8,007	-100%	$335.9K	—	—	—
Captrust Financial Advisors	N/A	—	7,260	-7,260	-100%	$304.6K	—	—	—
FMR LLC	N/A	—	6,453	-6,453	-100%	$270.7K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	5,898	-5,898	-100%	$247.4K	—	—	—
Waverly Advisors, LLC	N/A	—	5,440	-5,440	-100%	$228.2K	—	—	—
Mariner, LLC	N/A	—	5,266	-5,266	-100%	$220.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,023	-5,023	-100%	$210.7K	—	—	—
UBS Group AG	N/A	—	3,247	-3,247	-100%	$136.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,878	-1,878	-100%	$78.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	152	-152	-100%	$6.4K	—	—	—
New England Asset Management Inc	N/A	—	100	-100	-100%	$4.2K	—	—	—
AE Wealth Management LLC	N/A	—	59	-59	-100%	$2.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	38	-38	-100%	$1.6K	—	—	—
Vanguard Advisers Inc	N/A	—	23	-23	-100%	$965	—	—	—
Copia Wealth Management	N/A	—	5	-5	-100%	$210	—	—	—

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