Calamos Strat TTL Rtrn FND (CSQ)

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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LPL Financial LLC

INCREASED

Shares1,268,669 from 1,248,517

Change+20,152 (+2%)

Value$25.9M (+$198.7K)

Filed 2026-11-06

Bensler, LLC

INCREASED

Shares1,208,568 from 1,152,865

Change+55,703 (+5%)

Value$24.6M (+$939.8K)

Filed 2026-11-05

Truist Financial Corp

DECREASED

Shares314,849 from 315,627

Change-778 (0%)

Value$6.4M (-$69.5K)

Filed 2026-10-30

Apollon Wealth Management, LLC

DECREASED

Shares263,642 from 274,887

Change-11,245 (-4%)

Value$5.4M (-$276.0K)

Filed 2026-10-23

Smith Asset Management Co., LLC

DECREASED

Shares214,209 from 226,606

Change-12,397 (-5%)

Value$4.4M (-$291.3K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares164,204 from 164,163

Change+41 (+0%)

Value$3.3M (-$27.0K)

Filed 2026-11-02

PMG Family Office LLC

INCREASED

Shares163,045 from 162,340

Change+705 (+0%)

Value$3.3M (-$13.2K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares160,573 from 159,926

Change+647 (+0%)

Value$3.3M (-$14.0K)

Filed 2026-11-02

Davenport & Co LLC

INCREASED

Shares151,605 from 147,497

Change+4,108 (+3%)

Value$3.1M (+$58.7K)

Filed 2026-10-14

Clearstead Advisors, LLC

INCREASED

Shares134,497 from 133,571

Change+926 (+1%)

Value$2.7M (-$3.8K)

Filed 2026-11-06

J.W. Cole Advisors, Inc.

INCREASED

Shares125,849 from 125,610

Change+239 (+0%)

Value$2.6M (-$16.5K)

Filed 2026-11-05

Founders Financial Securities LLC

INCREASED

Shares122,635 from 120,550

Change+2,085 (+2%)

Value$2.5M (+$22.0K)

Filed 2026-10-28

Aviance Capital Partners, LLC

DECREASED

Shares96,751 from 98,505

Change-1,754 (-2%)

Value$2.0M (-$52.5K)

Filed 2026-10-29

Kestra Advisory Services, LLC

INCREASED

Shares95,979 from 93,995

Change+1,984 (+2%)

Value$2.0M (+$24.5K)

Filed 2026-11-02

Lake Street Private Wealth, LLC

DECREASED

Shares82,802 from 84,348

Change-1,546 (-2%)

Value$1.7M (-$45.9K)

Filed 2026-10-22

Calamos Wealth Management LLC

DECREASED

Shares82,428 from 85,160

Change-2,732 (-3%)

Value$1.7M (-$70.2K)

Filed 2026-11-02

Oppenheimer & Co Inc

INCREASED

Shares73,238 from 72,256

Change+982 (+1%)

Value$1.5M (+$7.7K)

Filed 2026-10-26

PNC Financial Services Group, Inc.

INCREASED

Shares71,188 from 65,425

Change+5,763 (+9%)

Value$1.5M (+$106.4K)

Filed 2026-11-06

Fifth Third Bancorp

INCREASED

Shares66,577 from 65,469

Change+1,108 (+2%)

Value$1.4M (+$11.5K)

Filed 2026-11-05

Mesirow Financial Investment Management, Inc.

INCREASED

Shares61,377 from 61,156

Change+221 (+0%)

Value$1.3M (-$5.9K)

Filed 2026-11-05

Central Trust Co

UNCHANGED

Shares59,008 from 59,008

Change0 (0%)

Value$1.2M (-$10.0K)

Filed 2026-11-05

Savant Capital, LLC

DECREASED

Shares54,791 from 136,791

Change-82,000 (-60%)

Value$1.1M (-$1.7M)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

INCREASED

Shares50,124 from 44,345

Change+5,779 (+13%)

Value$1.0M (+$110.3K)

Filed 2026-10-16

David J Yvars Group

INCREASED

Shares45,661 from 45,208

Change+453 (+1%)

Value$931.2K (+$7.4K)

Filed 2026-10-09

Brookstone Capital Management

INCREASED

Shares40,707 from 38,658

Change+2,049 (+5%)

Value$830.0K (+$35.2K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares40,514 from 31,007

Change+9,507 (+31%)

Value$827.7K (+$182.8K)

Filed 2026-10-13

TrueMark Investments, LLC

INCREASED

Shares37,855 from 35,665

Change+2,190 (+6%)

Value$771.9K (+$38.6K)

Filed 2026-11-05

PW Nova Financial Services LLC

DECREASED

Shares35,351 from 35,485

Change-134 (0%)

Value$720.8K (-$8.8K)

Filed 2026-10-15

NWF Advisory Services Inc.

UNCHANGED

Shares32,334 from 32,334

Change0 (0%)

Value$659.3K (-$5.5K)

Filed 2026-10-19

Quad-Cities Investment Group, LLC

DECREASED

Shares31,761 from 33,337

Change-1,576 (-5%)

Value$647.6K (-$37.8K)

Filed 2026-10-16

Shaker Financial Services, LLC

DECREASED

Shares31,596 from 163,703

Change-132,107 (-81%)

Value$644.2K (-$2.7M)

Filed 2026-10-14

D.A. Davidson & Co.

INCREASED

Shares30,958 from 29,301

Change+1,657 (+6%)

Value$631.2K (+$28.8K)

Filed 2026-10-28

Advisory Advocates, LLC

UNCHANGED

Shares30,574 from 30,574

Change0 (0%)

Value$623.4K (-$5.2K)

Filed 2026-11-05

Wealthcare Advisory Partners LLC

INCREASED

Shares30,177 from 29,166

Change+1,011 (+3%)

Value$615.3K (+$15.7K)

Filed 2026-10-21

Gryphon Financial Partners LLC

UNCHANGED

Shares28,982 from 28,982

Change0 (0%)

Value$590.9K (-$4.9K)

Filed 2026-11-04

Nations Financial Group Inc,

INCREASED

Shares28,290 from 26,662

Change+1,628 (+6%)

Value$576.9K (+$28.7K)

Filed 2026-11-05

Mezzasalma Advisors, LLC

DECREASED

Shares26,122 from 26,800

Change-678 (-3%)

Value$532.6K (-$18.4K)

Filed 2026-10-14

Doliver Advisors, LP

DECREASED

Shares24,284 from 26,484

Change-2,200 (-8%)

Value$495.2K (-$49.4K)

Filed 2026-10-01

MGO One Seven LLC

DECREASED

Shares24,268 from 25,745

Change-1,477 (-6%)

Value$494.8K (-$34.5K)

Filed 2026-10-28

Fairman Group, LLC

UNCHANGED

Shares23,569 from 23,569

Change0 (0%)

Value$480.6K (-$4.0K)

Filed 2026-10-26

Uniting Wealth Partners, LLC

INCREASED

Shares22,573 from 22,519

Change+54 (+0%)

Value$460.3K (-$2.7K)

Filed 2026-11-06

Elco Management Co., LLC

DECREASED

Shares19,023 from 21,123

Change-2,100 (-10%)

Value$387.9K (-$46.4K)

Filed 2026-10-14

Coquina Private Wealth LLC

DECREASED

Shares18,846 from 19,834

Change-988 (-5%)

Value$384.3K (-$23.5K)

Filed 2026-10-27

Dana Investment Advisors, Inc.

UNCHANGED

Shares18,787 from 18,787

Change0 (0%)

Value$383.1K (-$3.2K)

Filed 2026-11-06

San Luis Wealth Advisors LLC

UNCHANGED

Shares18,649 from 18,649

Change0 (0%)

Value$380.2K (-$3.2K)

Filed 2026-10-27

Wedbush Securities Inc

DECREASED

Shares17,925 from 19,287

Change-1,362 (-7%)

Value$365.0K (-$32.0K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares17,780 from 16,575

Change+1,205 (+7%)

Value$362.5K (+$21.8K)

Filed 2026-11-04

Kestra Private Wealth Services, LLC

DECREASED

Shares17,311 from 17,417

Change-106 (-1%)

Value$353.0K (-$5.1K)

Filed 2026-11-06

Live Oak Private Wealth LLC

UNCHANGED

Shares16,179 from 16,179

Change0 (0%)

Value$329.9K (-$2.8K)

Filed 2026-11-02

SMH Capital Advisors Inc

INCREASED

Shares15,628 from 15,250

Change+378 (+2%)

Value$318.7K (+$5.1K)

Filed 2026-10-29

Creative Planning

DECREASED

Shares15,213 from 23,961

Change-8,748 (-37%)

Value$310.2K (-$182.4K)

Filed 2026-11-02

Silverlake Wealth Management LLC

INCREASED

Shares15,076 from 15,018

Change+58 (+0%)

Value$307.4K (-$1.4K)

Filed 2026-10-21

International Assets Investment Management, LLC

UNCHANGED

Shares15,066 from 15,066

Change0 (0%)

Value$306.1K (-$4.7K)

Filed 2026-11-02

Blue Bell Private Wealth Management, LLC

DECREASED

Shares14,987 from 15,087

Change-100 (-1%)

Value$305.6K (-$4.6K)

Filed 2026-10-29

Institute for Wealth Management, Llc.

UNCHANGED

Shares14,834 from 14,834

Change0 (0%)

Value$302.5K (-$2.5K)

Filed 2026-11-06

Chicago Partners Investment Group LLC

INCREASED

Shares14,792 from 14,614

Change+178 (+1%)

Value$292.1K (-$2.0K)

Filed 2026-10-27

XML Financial, LLC

UNCHANGED

Shares14,678 from 14,678

Change0 (0%)

Value$299.3K (-$2.5K)

Filed 2026-10-29

Lantz Financial LLC

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$285.5K (-$2.4K)

Filed 2026-10-15

Prospera Financial Services Inc

INCREASED

Shares13,583 from 12,361

Change+1,222 (+10%)

Value$265.9K (+$11.7K)

Filed 2026-11-04

Dynamic Advisor Solutions LLC

DECREASED

Shares13,540 from 14,275

Change-735 (-5%)

Value$276.1K (-$17.4K)

Filed 2026-10-13

Elevation Point Wealth Partners, LLC

UNCHANGED

Shares13,400 from 13,400

Change0 (0%)

Value$273.2K (-$2.3K)

Filed 2026-11-05

Bay Capital Advisors, LLC

UNCHANGED

Shares13,379 from 13,379

Change0 (0%)

Value$272.8K (-$2.3K)

Filed 2026-10-16

Blue Trust, Inc.

NEW

Shares13,181

Change+13,181

Value$268.8K

Filed 2026-10-15

Kellett Wealth Advisors, LLC

DECREASED

Shares12,967 from 13,477

Change-510 (-4%)

Value$264.4K (-$12.7K)

Filed 2026-10-15

Signal Advisors Wealth, LLC

UNCHANGED

Shares12,885 from 12,885

Change0 (0%)

Value$262.7K (-$2.2K)

Filed 2026-10-13

CPC Advisors, LLC

INCREASED

Shares12,566 from 10,915

Change+1,651 (+15%)

Value$256.2K (+$31.8K)

Filed 2026-10-21

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares11,960 from 11,960

Change0 (0%)

Value$243.9K (-$2.0K)

Filed 2026-11-03

Private Wealth Group, LLC

UNCHANGED

Shares11,404 from 11,404

Change0 (0%)

Value$232.5K (-$1.9K)

Filed 2026-10-19

Private Trust Co NA

INCREASED

Shares11,071 from 9,861

Change+1,210 (+12%)

Value$225.7K (+$23.0K)

Filed 2026-10-20

Closed-End Fund Advisors, Inc.

DECREASED

Shares10,966 from 13,536

Change-2,570 (-19%)

Value$223.6K (-$54.7K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares10,587 from 12,413

Change-1,826 (-15%)

Value$215.9K (-$39.3K)

Filed 2026-10-08

SP Asset Management LLC

INCREASED

Shares10,323 from 10,122

Change+201 (+2%)

Value$210.5K (+$2.4K)

Filed 2026-11-05

Lanark Financial, Inc.

INCREASED

Shares9,587 from 9,525

Change+62 (+1%)

Value$195.5K (-$363)

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares8,273 from 8,273

Change0 (0%)

Value$168.7K (-$1.4K)

Filed 2026-10-16

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares7,837 from 7,837

Change0 (0%)

Value$159.8K (-$1.3K)

Filed 2026-10-16

Allworth Financial LP

INCREASED

Shares7,288 from 3,230

Change+4,058 (+126%)

Value$149.8K (+$83.4K)

Filed 2026-11-06

Barrett & Company, Inc.

UNCHANGED

Shares6,249 from 6,249

Change0 (0%)

Value$127.4K (-$1.1K)

Filed 2026-10-22

Foresight Capital Management Advisors, Inc.

NEW

Shares4,500

Change+4,500

Value$91.8K

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$71.4K (-$595)

Filed 2026-10-08

Parallel Advisors, LLC

UNCHANGED

Shares3,443 from 3,443

Change0 (0%)

Value$70.2K (-$585)

Filed 2026-11-03

Eastern Bank

UNCHANGED

Shares3,060 from 3,060

Change0 (0%)

Value$62.4K (-$521)

Filed 2026-10-05

CX Institutional

DECREASED

Shares2,586 from 3,022

Change-436 (-14%)

Value$53 (-$61.9K)

Filed 2026-10-02

Assetmark, Inc

INCREASED

Shares2,528 from 2,098

Change+430 (+21%)

Value$51.5K (+$8.4K)

Filed 2026-10-21

Asset Dedication, LLC

UNCHANGED

Shares2,400 from 2,400

Change0 (0%)

Value$48.9K (-$408)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares1,861 from 1,937

Change-76 (-4%)

Value$37.9K (-$1.9K)

Filed 2026-11-05

Westside Investment Management, Inc.

UNCHANGED

Shares1,754 from 1,754

Change0 (0%)

Value$35.8K (-$298)

Filed 2026-11-02

Pacific Center for Financial Services

UNCHANGED

Shares1,692 from 1,692

Change0 (0%)

Value$34.5K (-$288)

Filed 2026-10-15

Wolff Wiese Magana LLC

UNCHANGED

Shares1,690 from 1,690

Change0 (0%)

Value$34.5K (-$287)

Filed 2026-10-15

Nova Financial LLC

NEW

Shares1,256

Change+1,256

Value$25.6K

Filed 2026-11-04

Princeton Global Asset Management LLC

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$24.5K (-$204)

Filed 2026-10-21

First Pacific Financial

INCREASED

Shares1,197 from 1,174

Change+23 (+2%)

Value$24.4K (+$271)

Filed 2026-10-14

Fortis Group Advisors, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$20.4K (-$170)

Filed 2026-11-06

Hilton Head Capital Partners, LLC

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$18.4K (-$153)

Filed 2026-10-23

William Mack & Associates, Inc.

NEW

Shares890

Change+890

Value$18.1K

Filed 2026-10-27

Salomon & Ludwin, LLC

UNCHANGED

Shares686 from 686

Change0 (0%)

Value$14.0K (-$164)

Filed 2026-10-29

Meriwether Wealth & Planning, LLC

NEW

Shares549

Change+549

Value$11.2K

Filed 2026-10-13

Financial Network Wealth Advisors LLC

UNCHANGED

Shares520 from 520

Change0 (0%)

Value$10.6K (-$88)

Filed 2026-10-28

Fairscale Capital, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$9.8K (-$495)

Filed 2026-11-04

Evolution Wealth Management Inc.

UNCHANGED

Shares410 from 410

Change0 (0%)

Value$8.4K (-$70)

Filed 2026-10-28

CGC Financial Services, LLC

UNCHANGED

Shares401 from 401

Change0 (0%)

Value$8.2K (-$69)

Filed 2026-10-13

North Star Investment Management Corp.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$8.2K (-$68)

Filed 2026-10-27

Gamma Investing LLC

NEW

Shares286

Change+286

Value$5.8K

Filed 2026-10-08

Ares Financial Consulting, LLC

INCREASED

Shares261 from 256

Change+5 (+2%)

Value$5.3K (+$61)

Filed 2026-10-19

Key FInancial Inc

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$5.1K (-$42)

Filed 2026-11-02

JFS Wealth Advisors, LLC

UNCHANGED

Shares163 from 163

Change0 (0%)

Value$3.3K (-$28)

Filed 2026-11-03

Compass Financial Management LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$306 (-$2)

Filed 2026-10-30

Wolverine Asset Management LLC

CLOSED

Shares0 from 225,353

Change-225,353 (-100%)

Value$0 (-$4.6M)

Filed 2026-11-02

QTR Family Wealth, LLC

CLOSED

Shares0 from 32,408

Change-32,408 (-100%)

Value$0 (-$666.3K)

Filed 2026-11-02

AdvisorNet Financial, Inc

CLOSED

Shares0 from 7,870

Change-7,870 (-100%)

Value$0 (-$161.8K)

Filed 2026-10-15

Farmers & Merchants Trust Co of Chambersburg PA

CLOSED

Shares0 from 940

Change-940 (-100%)

Value$0 (-$19)

Filed 2026-10-14

Armstrong Advisory Group, Inc

CLOSED

Shares0 from 863

Change-863 (-100%)

Value$0 (-$17.8K)

Filed 2026-10-09

City State Bank

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$4.1K)

Filed 2026-10-20

Russell Investments Group, Ltd.

UNCHANGED

Shares0 from 0

Change0

Value$4 ($0)

Filed 2026-11-06

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$3.3M (+$90.0K)

Filed 2026-10-29

Bank of America Corp

N/A

Shares— from 4,865,484

Change-4,865,484 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,298,735

Change-4,298,735 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,937,493

Change-3,937,493 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,045,129

Change-3,045,129 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,356,479

Change-2,356,479 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,162,971

Change-2,162,971 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 2,052,204

Change-2,052,204 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 1,270,932

Change-1,270,932 (-100%)

Value—

McGowan Group Asset Management, Inc.

N/A

Shares— from 787,259

Change-787,259 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 772,014

Change-772,014 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 748,412

Change-748,412 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 699,531

Change-699,531 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 527,617

Change-527,617 (-100%)

Value—

&partners

N/A

Shares— from 501,570

Change-501,570 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 412,706

Change-412,706 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 369,250

Change-369,250 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 351,534

Change-351,534 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 338,003

Change-338,003 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 301,478

Change-301,478 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 237,208

Change-237,208 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 195,505

Change-195,505 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 170,261

Change-170,261 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 166,343

Change-166,343 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 121,577

Change-121,577 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 121,061

Change-121,061 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 117,049

Change-117,049 (-100%)

Value—

Pointe Capital Management LLC

N/A

Shares— from 115,602

Change-115,602 (-100%)

Value—

Meridian Wealth Advisors, LLC

N/A

Shares— from 85,722

Change-85,722 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 84,798

Change-84,798 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 80,528

Change-80,528 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 80,272

Change-80,272 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 71,588

Change-71,588 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 71,451

Change-71,451 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 57,616

Change-57,616 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 57,600

Change-57,600 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 54,311

Change-54,311 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 54,052

Change-54,052 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 47,492

Change-47,492 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 42,653

Change-42,653 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 38,810

Change-38,810 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 38,800

Change-38,800 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 34,611

Change-34,611 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 32,122

Change-32,122 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 32,032

Change-32,032 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 31,619

Change-31,619 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 30,885

Change-30,885 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 29,734

Change-29,734 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 29,230

Change-29,230 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 28,768

Change-28,768 (-100%)

Value—

Lowe Brockenbrough & Co Inc

N/A

Shares— from 26,637

Change-26,637 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 25,688

Change-25,688 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 25,460

Change-25,460 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 24,878

Change-24,878 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 24,775

Change-24,775 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 22,960

Change-22,960 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 22,822

Change-22,822 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 21,771

Change-21,771 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 21,500

Change-21,500 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 21,013

Change-21,013 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 20,400

Change-20,400 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 20,004

Change-20,004 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 19,190

Change-19,190 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 18,409

Change-18,409 (-100%)

Value—

Strategies Wealth Advisors, LLC

N/A

Shares— from 17,962

Change-17,962 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 16,800

Change-16,800 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 16,694

Change-16,694 (-100%)

Value—

Stephens Inc

N/A

Shares— from 16,366

Change-16,366 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 14,967

Change-14,967 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 14,959

Change-14,959 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 14,539

Change-14,539 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 14,504

Change-14,504 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 13,980

Change-13,980 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 13,857

Change-13,857 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 13,657

Change-13,657 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 13,400

Change-13,400 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 13,174

Change-13,174 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 13,023

Change-13,023 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 12,464

Change-12,464 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,358

Change-12,358 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 12,149

Change-12,149 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 12,070

Change-12,070 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 11,390

Change-11,390 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,233

Change-11,233 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11,155

Change-11,155 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 11,136

Change-11,136 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,875

Change-10,875 (-100%)

Value—

49 Wealth Management, LLC

N/A

Shares— from 10,794

Change-10,794 (-100%)

Value—

Alongside, LLC

N/A

Shares— from 10,794

Change-10,794 (-100%)

Value—

Azimuth Capital Investment Management LLC

N/A

Shares— from 10,726

Change-10,726 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 10,695

Change-10,695 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 10,407

Change-10,407 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 10,063

Change-10,063 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 9,829

Change-9,829 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 9,673

Change-9,673 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 6,425

Change-6,425 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 6,376

Change-6,376 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 5,632

Change-5,632 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 5,105

Change-5,105 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 5,083

Change-5,083 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 4,432

Change-4,432 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 3,550

Change-3,550 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 2,683

Change-2,683 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2,502

Change-2,502 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 2,428

Change-2,428 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 2,215

Change-2,215 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 2,112

Change-2,112 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,110

Change-1,110 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 1,027

Change-1,027 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 750

Change-750 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 560

Change-560 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 450

Change-450 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 186

Change-186 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,268,669	1,248,517	+20,152	+2%	$25.7M	$25.9M	+$198.7K	2026-11-06
Bensler, LLC	INCREASED	1,208,568	1,152,865	+55,703	+5%	$23.7M	$24.6M	+$939.8K	2026-11-05
Truist Financial Corp	DECREASED	314,849	315,627	-778	0%	$6.5M	$6.4M	-$69.5K	2026-10-30
Apollon Wealth Management, LLC	DECREASED	263,642	274,887	-11,245	-4%	$5.7M	$5.4M	-$276.0K	2026-10-23
Smith Asset Management Co., LLC	DECREASED	214,209	226,606	-12,397	-5%	$4.7M	$4.4M	-$291.3K	2026-10-16
Cambridge Investment Research Advisors, Inc.	INCREASED	164,204	164,163	+41	+0%	$3.4M	$3.3M	-$27.0K	2026-11-02
PMG Family Office LLC	INCREASED	163,045	162,340	+705	+0%	$3.3M	$3.3M	-$13.2K	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	160,573	159,926	+647	+0%	$3.3M	$3.3M	-$14.0K	2026-11-02
Davenport & Co LLC	INCREASED	151,605	147,497	+4,108	+3%	$3.0M	$3.1M	+$58.7K	2026-10-14
Clearstead Advisors, LLC	INCREASED	134,497	133,571	+926	+1%	$2.7M	$2.7M	-$3.8K	2026-11-06
J.W. Cole Advisors, Inc.	INCREASED	125,849	125,610	+239	+0%	$2.6M	$2.6M	-$16.5K	2026-11-05
Founders Financial Securities LLC	INCREASED	122,635	120,550	+2,085	+2%	$2.5M	$2.5M	+$22.0K	2026-10-28
Aviance Capital Partners, LLC	DECREASED	96,751	98,505	-1,754	-2%	$2.0M	$2.0M	-$52.5K	2026-10-29
Kestra Advisory Services, LLC	INCREASED	95,979	93,995	+1,984	+2%	$1.9M	$2.0M	+$24.5K	2026-11-02
Lake Street Private Wealth, LLC	DECREASED	82,802	84,348	-1,546	-2%	$1.7M	$1.7M	-$45.9K	2026-10-22
Calamos Wealth Management LLC	DECREASED	82,428	85,160	-2,732	-3%	$1.8M	$1.7M	-$70.2K	2026-11-02
Oppenheimer & Co Inc	INCREASED	73,238	72,256	+982	+1%	$1.5M	$1.5M	+$7.7K	2026-10-26
PNC Financial Services Group, Inc.	INCREASED	71,188	65,425	+5,763	+9%	$1.3M	$1.5M	+$106.4K	2026-11-06
Fifth Third Bancorp	INCREASED	66,577	65,469	+1,108	+2%	$1.3M	$1.4M	+$11.5K	2026-11-05
Mesirow Financial Investment Management, Inc.	INCREASED	61,377	61,156	+221	+0%	$1.3M	$1.3M	-$5.9K	2026-11-05
Central Trust Co	UNCHANGED	59,008	59,008	0	0%	$1.2M	$1.2M	-$10.0K	2026-11-05
Savant Capital, LLC	DECREASED	54,791	136,791	-82,000	-60%	$2.8M	$1.1M	-$1.7M	2026-11-06
Concurrent Investment Advisors, LLC	INCREASED	50,124	44,345	+5,779	+13%	$911.7K	$1.0M	+$110.3K	2026-10-16
David J Yvars Group	INCREASED	45,661	45,208	+453	+1%	$923.8K	$931.2K	+$7.4K	2026-10-09
Brookstone Capital Management	INCREASED	40,707	38,658	+2,049	+5%	$794.8K	$830.0K	+$35.2K	2026-10-22
Wealth Enhancement Advisory Services, LLC	INCREASED	40,514	31,007	+9,507	+31%	$644.9K	$827.7K	+$182.8K	2026-10-13
TrueMark Investments, LLC	INCREASED	37,855	35,665	+2,190	+6%	$733.3K	$771.9K	+$38.6K	2026-11-05
PW Nova Financial Services LLC	DECREASED	35,351	35,485	-134	0%	$729.6K	$720.8K	-$8.8K	2026-10-15
NWF Advisory Services Inc.	UNCHANGED	32,334	32,334	0	0%	$664.8K	$659.3K	-$5.5K	2026-10-19
Quad-Cities Investment Group, LLC	DECREASED	31,761	33,337	-1,576	-5%	$685.4K	$647.6K	-$37.8K	2026-10-16
Shaker Financial Services, LLC	DECREASED	31,596	163,703	-132,107	-81%	$3.4M	$644.2K	-$2.7M	2026-10-14
D.A. Davidson & Co.	INCREASED	30,958	29,301	+1,657	+6%	$602.4K	$631.2K	+$28.8K	2026-10-28
Advisory Advocates, LLC	UNCHANGED	30,574	30,574	0	0%	$628.6K	$623.4K	-$5.2K	2026-11-05
Wealthcare Advisory Partners LLC	INCREASED	30,177	29,166	+1,011	+3%	$599.7K	$615.3K	+$15.7K	2026-10-21
Gryphon Financial Partners LLC	UNCHANGED	28,982	28,982	0	0%	$595.9K	$590.9K	-$4.9K	2026-11-04
Nations Financial Group Inc,	INCREASED	28,290	26,662	+1,628	+6%	$548.2K	$576.9K	+$28.7K	2026-11-05
Mezzasalma Advisors, LLC	DECREASED	26,122	26,800	-678	-3%	$551.0K	$532.6K	-$18.4K	2026-10-14
Doliver Advisors, LP	DECREASED	24,284	26,484	-2,200	-8%	$544.5K	$495.2K	-$49.4K	2026-10-01
MGO One Seven LLC	DECREASED	24,268	25,745	-1,477	-6%	$529.3K	$494.8K	-$34.5K	2026-10-28
Fairman Group, LLC	UNCHANGED	23,569	23,569	0	0%	$484.6K	$480.6K	-$4.0K	2026-10-26
Uniting Wealth Partners, LLC	INCREASED	22,573	22,519	+54	+0%	$463.0K	$460.3K	-$2.7K	2026-11-06
Elco Management Co., LLC	DECREASED	19,023	21,123	-2,100	-10%	$434.3K	$387.9K	-$46.4K	2026-10-14
Coquina Private Wealth LLC	DECREASED	18,846	19,834	-988	-5%	$407.8K	$384.3K	-$23.5K	2026-10-27
Dana Investment Advisors, Inc.	UNCHANGED	18,787	18,787	0	0%	$386.3K	$383.1K	-$3.2K	2026-11-06
San Luis Wealth Advisors LLC	UNCHANGED	18,649	18,649	0	0%	$383.4K	$380.2K	-$3.2K	2026-10-27
Wedbush Securities Inc	DECREASED	17,925	19,287	-1,362	-7%	$397.0K	$365.0K	-$32.0K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	17,780	16,575	+1,205	+7%	$340.8K	$362.5K	+$21.8K	2026-11-04
Kestra Private Wealth Services, LLC	DECREASED	17,311	17,417	-106	-1%	$358.1K	$353.0K	-$5.1K	2026-11-06
Live Oak Private Wealth LLC	UNCHANGED	16,179	16,179	0	0%	$332.6K	$329.9K	-$2.8K	2026-11-02
SMH Capital Advisors Inc	INCREASED	15,628	15,250	+378	+2%	$313.5K	$318.7K	+$5.1K	2026-10-29
Creative Planning	DECREASED	15,213	23,961	-8,748	-37%	$492.6K	$310.2K	-$182.4K	2026-11-02
Silverlake Wealth Management LLC	INCREASED	15,076	15,018	+58	+0%	$308.8K	$307.4K	-$1.4K	2026-10-21
International Assets Investment Management, LLC	UNCHANGED	15,066	15,066	0	0%	$310.8K	$306.1K	-$4.7K	2026-11-02
Blue Bell Private Wealth Management, LLC	DECREASED	14,987	15,087	-100	-1%	$310.2K	$305.6K	-$4.6K	2026-10-29
Institute for Wealth Management, Llc.	UNCHANGED	14,834	14,834	0	0%	$305.0K	$302.5K	-$2.5K	2026-11-06
Chicago Partners Investment Group LLC	INCREASED	14,792	14,614	+178	+1%	$294.2K	$292.1K	-$2.0K	2026-10-27
XML Financial, LLC	UNCHANGED	14,678	14,678	0	0%	$301.8K	$299.3K	-$2.5K	2026-10-29
Lantz Financial LLC	UNCHANGED	14,000	14,000	0	0%	$287.8K	$285.5K	-$2.4K	2026-10-15
Prospera Financial Services Inc	INCREASED	13,583	12,361	+1,222	+10%	$254.2K	$265.9K	+$11.7K	2026-11-04
Dynamic Advisor Solutions LLC	DECREASED	13,540	14,275	-735	-5%	$293.5K	$276.1K	-$17.4K	2026-10-13
Elevation Point Wealth Partners, LLC	UNCHANGED	13,400	13,400	0	0%	$275.5K	$273.2K	-$2.3K	2026-11-05
Bay Capital Advisors, LLC	UNCHANGED	13,379	13,379	0	0%	$275.1K	$272.8K	-$2.3K	2026-10-16
Blue Trust, Inc.	NEW	13,181	—	+13,181	—	—	$268.8K	—	2026-10-15
Kellett Wealth Advisors, LLC	DECREASED	12,967	13,477	-510	-4%	$277.1K	$264.4K	-$12.7K	2026-10-15
Signal Advisors Wealth, LLC	UNCHANGED	12,885	12,885	0	0%	$264.9K	$262.7K	-$2.2K	2026-10-13
CPC Advisors, LLC	INCREASED	12,566	10,915	+1,651	+15%	$224.4K	$256.2K	+$31.8K	2026-10-21
Ashton Thomas Private Wealth, LLC	UNCHANGED	11,960	11,960	0	0%	$245.9K	$243.9K	-$2.0K	2026-11-03
Private Wealth Group, LLC	UNCHANGED	11,404	11,404	0	0%	$234.5K	$232.5K	-$1.9K	2026-10-19
Private Trust Co NA	INCREASED	11,071	9,861	+1,210	+12%	$202.7K	$225.7K	+$23.0K	2026-10-20
Closed-End Fund Advisors, Inc.	DECREASED	10,966	13,536	-2,570	-19%	$278.3K	$223.6K	-$54.7K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	10,587	12,413	-1,826	-15%	$255.2K	$215.9K	-$39.3K	2026-10-08
SP Asset Management LLC	INCREASED	10,323	10,122	+201	+2%	$208.1K	$210.5K	+$2.4K	2026-11-05
Lanark Financial, Inc.	INCREASED	9,587	9,525	+62	+1%	$195.8K	$195.5K	-$363	2026-10-26
IFP Advisors, Inc	UNCHANGED	8,273	8,273	0	0%	$170.1K	$168.7K	-$1.4K	2026-10-16
Halbert Hargrove Global Advisors, LLC	UNCHANGED	7,837	7,837	0	0%	$161.1K	$159.8K	-$1.3K	2026-10-16
Allworth Financial LP	INCREASED	7,288	3,230	+4,058	+126%	$66.4K	$149.8K	+$83.4K	2026-11-06
Barrett & Company, Inc.	UNCHANGED	6,249	6,249	0	0%	$128.5K	$127.4K	-$1.1K	2026-10-22
Foresight Capital Management Advisors, Inc.	NEW	4,500	—	+4,500	—	—	$91.8K	—	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	3,500	3,500	0	0%	$72.0K	$71.4K	-$595	2026-10-08
Parallel Advisors, LLC	UNCHANGED	3,443	3,443	0	0%	$70.8K	$70.2K	-$585	2026-11-03
Eastern Bank	UNCHANGED	3,060	3,060	0	0%	$62.9K	$62.4K	-$521	2026-10-05
CX Institutional	DECREASED	2,586	3,022	-436	-14%	$62.0K	$53	-$61.9K	2026-10-02
Assetmark, Inc	INCREASED	2,528	2,098	+430	+21%	$43.1K	$51.5K	+$8.4K	2026-10-21
Asset Dedication, LLC	UNCHANGED	2,400	2,400	0	0%	$49.3K	$48.9K	-$408	2026-11-03
US Bancorp \de\	DECREASED	1,861	1,937	-76	-4%	$39.8K	$37.9K	-$1.9K	2026-11-05
Westside Investment Management, Inc.	UNCHANGED	1,754	1,754	0	0%	$36.1K	$35.8K	-$298	2026-11-02
Pacific Center for Financial Services	UNCHANGED	1,692	1,692	0	0%	$34.8K	$34.5K	-$288	2026-10-15
Wolff Wiese Magana LLC	UNCHANGED	1,690	1,690	0	0%	$34.7K	$34.5K	-$287	2026-10-15
Nova Financial LLC	NEW	1,256	—	+1,256	—	—	$25.6K	—	2026-11-04
Princeton Global Asset Management LLC	UNCHANGED	1,200	1,200	0	0%	$24.7K	$24.5K	-$204	2026-10-21
First Pacific Financial	INCREASED	1,197	1,174	+23	+2%	$24.1K	$24.4K	+$271	2026-10-14
Fortis Group Advisors, LLC	UNCHANGED	1,000	1,000	0	0%	$20.6K	$20.4K	-$170	2026-11-06
Hilton Head Capital Partners, LLC	UNCHANGED	900	900	0	0%	$18.5K	$18.4K	-$153	2026-10-23
William Mack & Associates, Inc.	NEW	890	—	+890	—	—	$18.1K	—	2026-10-27
Salomon & Ludwin, LLC	UNCHANGED	686	686	0	0%	$14.2K	$14.0K	-$164	2026-10-29
Meriwether Wealth & Planning, LLC	NEW	549	—	+549	—	—	$11.2K	—	2026-10-13
Financial Network Wealth Advisors LLC	UNCHANGED	520	520	0	0%	$10.7K	$10.6K	-$88	2026-10-28
Fairscale Capital, LLC	UNCHANGED	500	500	0	0%	$10.3K	$9.8K	-$495	2026-11-04
Evolution Wealth Management Inc.	UNCHANGED	410	410	0	0%	$8.4K	$8.4K	-$70	2026-10-28
CGC Financial Services, LLC	UNCHANGED	401	401	0	0%	$8.2K	$8.2K	-$69	2026-10-13
North Star Investment Management Corp.	UNCHANGED	400	400	0	0%	$8.2K	$8.2K	-$68	2026-10-27
Gamma Investing LLC	NEW	286	—	+286	—	—	$5.8K	—	2026-10-08
Ares Financial Consulting, LLC	INCREASED	261	256	+5	+2%	$5.3K	$5.3K	+$61	2026-10-19
Key FInancial Inc	UNCHANGED	250	250	0	0%	$5.1K	$5.1K	-$42	2026-11-02
JFS Wealth Advisors, LLC	UNCHANGED	163	163	0	0%	$3.4K	$3.3K	-$28	2026-11-03
Compass Financial Management LLC	UNCHANGED	15	15	0	0%	$308	$306	-$2	2026-10-30
Wolverine Asset Management LLC	CLOSED	0	225,353	-225,353	-100%	$4.6M	$0	-$4.6M	2026-11-02
QTR Family Wealth, LLC	CLOSED	0	32,408	-32,408	-100%	$666.3K	$0	-$666.3K	2026-11-02
AdvisorNet Financial, Inc	CLOSED	0	7,870	-7,870	-100%	$161.8K	$0	-$161.8K	2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA	CLOSED	0	940	-940	-100%	$19	$0	-$19	2026-10-14
Armstrong Advisory Group, Inc	CLOSED	0	863	-863	-100%	$17.8K	$0	-$17.8K	2026-10-09
City State Bank	CLOSED	0	200	-200	-100%	$4.1K	$0	-$4.1K	2026-10-20
Russell Investments Group, Ltd.	UNCHANGED	0	0	0	—	$4	$4	$0	2026-11-06
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$3.2M	$3.3M	+$90.0K	2026-10-29
Bank of America Corp	N/A	—	4,865,484	-4,865,484	-100%	$100.0M	—	—	—
Morgan Stanley	N/A	—	4,298,735	-4,298,735	-100%	$88.4M	—	—	—
UBS Group AG	N/A	—	3,937,493	-3,937,493	-100%	$81.0M	—	—	—
Wells Fargo & Company	N/A	—	3,045,129	-3,045,129	-100%	$62.6M	—	—	—
Raymond James Financial Inc	N/A	—	2,356,479	-2,356,479	-100%	$48.4M	—	—	—
Royal Bank of Canada	N/A	—	2,162,971	-2,162,971	-100%	$44.5M	—	—	—
Karpus Management, Inc.	N/A	—	2,052,204	-2,052,204	-100%	$42.2M	—	—	—
1607 Capital Partners, LLC	N/A	—	1,270,932	-1,270,932	-100%	$26.1M	—	—	—
McGowan Group Asset Management, Inc.	N/A	—	787,259	-787,259	-100%	$16.2M	—	—	—
Cetera Investment Advisers	N/A	—	772,014	-772,014	-100%	$15.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	748,412	-748,412	-100%	$15.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	699,531	-699,531	-100%	$14.4M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	527,617	-527,617	-100%	$10.8M	—	—	—
&partners	N/A	—	501,570	-501,570	-100%	$10.2M	—	—	—
Stifel Financial Corp	N/A	—	412,706	-412,706	-100%	$8.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	369,250	-369,250	-100%	$7.6M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	351,534	-351,534	-100%	$7.2M	—	—	—
Guggenheim Capital LLC	N/A	—	338,003	-338,003	-100%	$6.9M	—	—	—
Ameriprise Financial Inc	N/A	—	301,478	-301,478	-100%	$6.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	237,208	-237,208	-100%	$4.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	195,505	-195,505	-100%	$4.0M	—	—	—
World Investment Advisors	N/A	—	170,261	-170,261	-100%	$2.9M	—	—	—
Sanctuary Advisors, LLC	N/A	—	166,343	-166,343	-100%	$3.4M	—	—	—
HighTower Advisors, LLC	N/A	—	121,577	-121,577	-100%	$2.5M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	121,061	-121,061	-100%	$2.5M	—	—	—
Mariner, LLC	N/A	—	117,049	-117,049	-100%	$2.4M	—	—	—
Pointe Capital Management LLC	N/A	—	115,602	-115,602	-100%	$2.4M	—	—	—
Meridian Wealth Advisors, LLC	N/A	—	85,722	-85,722	-100%	$1.8M	—	—	—
Private Advisor Group, LLC	N/A	—	84,798	-84,798	-100%	$1.7M	—	—	—
Arax Advisory Partners	N/A	—	80,528	-80,528	-100%	$1.7M	—	—	—
Captrust Financial Advisors	N/A	—	80,272	-80,272	-100%	$1.7M	—	—	—
Snowden Capital Advisors LLC	N/A	—	71,588	-71,588	-100%	$1.5M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	71,451	-71,451	-100%	$1.5M	—	—	—
Harbour Investments, Inc.	N/A	—	57,616	-57,616	-100%	$1.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	57,600	-57,600	-100%	$1.2M	—	—	—
Invesco Ltd.	N/A	—	54,311	-54,311	-100%	$1.1M	—	—	—
Dakota Wealth Management	N/A	—	54,052	-54,052	-100%	$1.1M	—	—	—
PFG Investments, LLC	N/A	—	47,492	-47,492	-100%	$976.4K	—	—	—
Waverly Advisors, LLC	N/A	—	42,653	-42,653	-100%	$876.9K	—	—	—
Western Wealth Management, LLC	N/A	—	38,810	-38,810	-100%	$797.9K	—	—	—
Palogic Value Management, L.P.	N/A	—	38,800	-38,800	-100%	$797.7K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	34,611	-34,611	-100%	$711.6K	—	—	—
Waterloo Capital, L.P.	N/A	—	32,122	-32,122	-100%	$660.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	32,032	-32,032	-100%	$658.6K	—	—	—
XTX Topco Ltd	N/A	—	31,619	-31,619	-100%	$650.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	30,885	-30,885	-100%	$635.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	29,734	-29,734	-100%	$611.3K	—	—	—
Summit Financial, LLC	N/A	—	29,230	-29,230	-100%	$601.0K	—	—	—
Kovack Advisors, Inc.	N/A	—	28,768	-28,768	-100%	$593.2K	—	—	—
Lowe Brockenbrough & Co Inc	N/A	—	26,637	-26,637	-100%	$547.7K	—	—	—
WCG Wealth Advisors LLC	N/A	—	25,688	-25,688	-100%	$528.1K	—	—	—
BFC Planning, Inc.	N/A	—	25,460	-25,460	-100%	$523.5K	—	—	—
Baird Financial Group, Inc.	N/A	—	24,878	-24,878	-100%	$511.5K	—	—	—
Jane Street Group, LLC	N/A	—	24,775	-24,775	-100%	$509.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	22,960	-22,960	-100%	$472.1K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	22,822	-22,822	-100%	$469.2K	—	—	—
Caprock Group, LLC	N/A	—	21,771	-21,771	-100%	$447.6K	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	21,500	-21,500	-100%	$442.0K	—	—	—
WealthTrust Axiom LLC	N/A	—	21,013	-21,013	-100%	$432.0K	—	—	—
Smith, Moore & Co.	N/A	—	20,400	-20,400	-100%	$419.4K	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	20,004	-20,004	-100%	$411.3K	—	—	—
IHT Wealth Management, LLC	N/A	—	19,190	-19,190	-100%	$394.6K	—	—	—
Empower Advisory Group, LLC	N/A	—	18,409	-18,409	-100%	$378.5K	—	—	—
Strategies Wealth Advisors, LLC	N/A	—	17,962	-17,962	-100%	$369.3K	—	—	—
Modern Wealth Management, LLC	N/A	—	16,800	-16,800	-100%	$345.4K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	16,694	-16,694	-100%	$343.2K	—	—	—
Stephens Inc	N/A	—	16,366	-16,366	-100%	$336.5K	—	—	—
Cresset Asset Management, LLC	N/A	—	15,000	-15,000	-100%	$308.4K	—	—	—
Nicolet Bankshares Inc	N/A	—	14,967	-14,967	-100%	$309.8K	—	—	—
JPMorgan Chase & Co	N/A	—	14,959	-14,959	-100%	$303.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	14,539	-14,539	-100%	$298.9K	—	—	—
Stratos Investment Management, LLC	N/A	—	14,504	-14,504	-100%	$298.2K	—	—	—
AQR Capital Management LLC	N/A	—	13,980	-13,980	-100%	$287.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	13,857	-13,857	-100%	$284.9K	—	—	—
Calton & Associates, Inc.	N/A	—	13,657	-13,657	-100%	$280.8K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	13,400	-13,400	-100%	$275.5K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	13,174	-13,174	-100%	$270.9K	—	—	—
MML Investors Services, LLC	N/A	—	13,023	-13,023	-100%	$267.8K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	12,464	-12,464	-100%	$256.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,358	-12,358	-100%	$254.1K	—	—	—
Founders Financial Alliance, LLC	N/A	—	12,149	-12,149	-100%	$249.8K	—	—	—
Benjamin Edwards Inc	N/A	—	12,070	-12,070	-100%	$248.2K	—	—	—
MAI Capital Management	N/A	—	11,390	-11,390	-100%	$234.2K	—	—	—
Cerity Partners LLC	N/A	—	11,233	-11,233	-100%	$230.9K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11,155	-11,155	-100%	$229.3K	—	—	—
Neuberger Berman Group LLC	N/A	—	11,136	-11,136	-100%	$229.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,875	-10,875	-100%	$223.6K	—	—	—
49 Wealth Management, LLC	N/A	—	10,794	-10,794	-100%	$221.9K	—	—	—
Alongside, LLC	N/A	—	10,794	-10,794	-100%	$221.9K	—	—	—
Azimuth Capital Investment Management LLC	N/A	—	10,726	-10,726	-100%	$220.5K	—	—	—
M&T Bank Corp	N/A	—	10,695	-10,695	-100%	$219.9K	—	—	—
Continuum Advisory, LLC	N/A	—	10,407	-10,407	-100%	$214.0K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	10,063	-10,063	-100%	$206.9K	—	—	—
IFG Advisory, LLC	N/A	—	9,829	-9,829	-100%	$202.1K	—	—	—
PlanVest Financial, Inc	N/A	—	9,673	-9,673	-100%	$198.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	6,425	-6,425	-100%	$132.1K	—	—	—
Huntington National Bank	N/A	—	6,376	-6,376	-100%	$131.1K	—	—	—
Nova Wealth Management, Inc.	N/A	—	5,632	-5,632	-100%	$115.8K	—	—	—
Delta Asset Management LLC	N/A	—	5,105	-5,105	-100%	$105.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	5,083	-5,083	-100%	$104.5K	—	—	—
Rothschild Investment LLC	N/A	—	5,000	-5,000	-100%	$102.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	4,432	-4,432	-100%	$91.1K	—	—	—
FWL Investment Management, LLC	N/A	—	3,550	-3,550	-100%	$73.0K	—	—	—
Truvestments Capital LLC	N/A	—	2,683	-2,683	-100%	$55.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	2,502	-2,502	-100%	$50.8K	—	—	—
Dunhill Financial, LLC	N/A	—	2,428	-2,428	-100%	$49.9K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	2,215	-2,215	-100%	$45.5K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	2,112	-2,112	-100%	$43.4K	—	—	—
Kilter Group LLC	N/A	—	1,500	-1,500	-100%	$30.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,110	-1,110	-100%	$22.8K	—	—	—
Quent Capital, LLC	N/A	—	1,027	-1,027	-100%	$21.1K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	750	-750	-100%	$15.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	560	-560	-100%	$11.5K	—	—	—
Ameriflex Group, Inc.	N/A	—	450	-450	-100%	$9.3K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	186	-186	-100%	$3.8K	—	—	—
Providence Capital Advisors, LLC	N/A	—	140	-140	-100%	$2.9K	—	—	—
Tidemark, LLC	N/A	—	17	-17	-100%	$350	—	—	—

Showing 231 of 231 institutions