Columbia EM Core Ex-China (XCEM)

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

Shares1,638,670 from 1,597,979

Change+40,691 (+3%)

Value$84.2M (-$257.1K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares1,056,208 from 1,008,740

Change+47,468 (+5%)

Value$54.3M (+$957.5K)

Filed 2026-10-13

Marotta Asset Management

DECREASED

Shares779,507 from 818,670

Change-39,163 (-5%)

Value$40.1M (-$1.8M)

Filed 2026-10-02

Commonwealth Equity Services, LLC

INCREASED

Shares648,669 from 638,317

Change+10,352 (+2%)

Value$33.3M (-$406.1K)

Filed 2026-11-02

Aprio Wealth Management, LLC

INCREASED

Shares615,901 from 170,556

Change+445,345 (+261%)

Value$31.7M (+$22.6M)

Filed 2026-10-28

Prism Advisors, Inc.

DECREASED

Shares327,714 from 398,999

Change-71,285 (-18%)

Value$16.7M (-$4.4M)

Filed 2026-10-09

D.A. Davidson & Co.

INCREASED

Shares271,527 from 107,648

Change+163,879 (+152%)

Value$14.0M (+$8.3M)

Filed 2026-10-28

Richard P Slaughter Associates Inc

DECREASED

Shares246,967 from 257,828

Change-10,861 (-4%)

Value$12.7M (-$937.3K)

Filed 2026-10-13

Central Trust Co

DECREASED

Shares243,331 from 248,821

Change-5,490 (-2%)

Value$12.5M (-$648.0K)

Filed 2026-11-05

Earned Wealth Advisors, LLC

INCREASED

Shares216,692 from 208,264

Change+8,428 (+4%)

Value$11.1M (+$127.1K)

Filed 2026-11-06

Krilogy Financial LLC

INCREASED

Shares212,477 from 192,940

Change+19,537 (+10%)

Value$10.8M (+$597.5K)

Filed 2026-10-13

Benchmark Financial Wealth Advisors, LLC

INCREASED

Shares199,799 from 179,048

Change+20,751 (+12%)

Value$10.3M (+$803.6K)

Filed 2026-10-20

McKinley Carter Wealth Services, Inc.

INCREASED

Shares198,073 from 197,491

Change+582 (+0%)

Value$10.2M (-$260.4K)

Filed 2026-10-16

Highland Financial Advisors, LLC

INCREASED

Shares197,175 from 190,599

Change+6,576 (+3%)

Value$10.1M (+$57.9K)

Filed 2026-10-19

Wealthcare Advisory Partners LLC

INCREASED

Shares196,125 from 190,542

Change+5,583 (+3%)

Value$10.1M (+$6.9K)

Filed 2026-10-21

Breakwater Capital Group

INCREASED

Shares158,266 from 157,429

Change+837 (+1%)

Value$8.1M (-$188.4K)

Filed 2026-10-09

Fortitude Financial, LLC

INCREASED

Shares151,827 from 135,401

Change+16,426 (+12%)

Value$7.8M (+$645.4K)

Filed 2026-10-19

Total Clarity Wealth Management, Inc.

INCREASED

Shares127,615 from 45,791

Change+81,824 (+179%)

Value$6.6M (+$4.1M)

Filed 2026-10-26

Kestra Advisory Services, LLC

INCREASED

Shares126,486 from 113,209

Change+13,277 (+12%)

Value$6.5M (+$516.2K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares121,840 from 119,218

Change+2,622 (+2%)

Value$6.3M (-$40.0K)

Filed 2026-11-02

AlphaCore Capital LLC

DECREASED

Shares114,744 from 147,174

Change-32,430 (-22%)

Value$5.9M (-$1.9M)

Filed 2026-11-04

New England Capital Financial Advisors LLC

DECREASED

Shares113,272 from 116,106

Change-2,834 (-2%)

Value$5.8M (-$316.3K)

Filed 2026-11-03

Prospera Financial Services Inc

INCREASED

Shares104,008 from 97,722

Change+6,286 (+6%)

Value$4.8M (-$331.1K)

Filed 2026-11-04

Savant Capital, LLC

INCREASED

Shares103,408 from 52,374

Change+51,034 (+97%)

Value$5.3M (+$2.7M)

Filed 2026-11-06

ARQ Wealth Advisors, LLC

DECREASED

Shares96,401 from 110,218

Change-13,817 (-13%)

Value$5.0M (-$452.4K)

Filed 2026-10-29

Focus Financial Network, Inc.

INCREASED

Shares90,641 from 88,955

Change+1,686 (+2%)

Value$4.7M (-$44.1K)

Filed 2026-10-14

Creative Planning

INCREASED

Shares83,068 from 82,702

Change+366 (+0%)

Value$4.3M (-$102.8K)

Filed 2026-11-02

Spectrum Wealth Advisory Group, LLC

INCREASED

Shares83,062 from 20,325

Change+62,737 (+309%)

Value$4.3M (+$3.2M)

Filed 2026-10-29

Iams Wealth Management, LLC

NEW

Shares64,659

Change+64,659

Value$3.3M

Filed 2026-10-15

Watershed Private Wealth LLC

DECREASED

Shares63,378 from 63,731

Change-353 (-1%)

Value$3.3M (-$111.8K)

Filed 2026-10-30

SoundView Advisors Inc.

INCREASED

Shares58,645 from 58,049

Change+596 (+1%)

Value$3.0M (-$55.0K)

Filed 2026-11-04

McCarley & Cook Financial Planners

INCREASED

Shares58,521 from 57,595

Change+926 (+2%)

Value$3.0M (-$37.1K)

Filed 2026-10-21

Quadcap Wealth Management, LLC

UNCHANGED

Shares58,074 from 58,074

Change0 (0%)

Value$3.0M (-$85.4K)

Filed 2026-11-02

Sigma Planning Corp

INCREASED

Shares49,258 from 45,826

Change+3,432 (+7%)

Value$2.5M (+$109.1K)

Filed 2026-10-23

Diversify Wealth Management, LLC

INCREASED

Shares48,200 from 45,963

Change+2,237 (+5%)

Value$2.4M (+$167.9K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares48,200 from 45,963

Change+2,237 (+5%)

Value$2.4M (+$167.9K)

Filed 2026-10-20

IFC & Insurance Marketing, Inc.

INCREASED

Shares44,326 from 43,948

Change+378 (+1%)

Value$2.3M (-$43.4K)

Filed 2026-10-16

Nicholas Hoffman & Company, Llc.

INCREASED

Shares41,776 from 35,154

Change+6,622 (+19%)

Value$2.1M (+$288.8K)

Filed 2026-10-30

WealthCare Investment Partners, LLC

DECREASED

Shares41,583 from 41,602

Change-19 (0%)

Value$2.1M (-$62.1K)

Filed 2026-11-05

Coastline Trust Co

DECREASED

Shares27,954 from 32,210

Change-4,256 (-13%)

Value$1.4M (-$266.2K)

Filed 2026-10-01

Redwood Financial Network Corp

DECREASED

Shares27,658 from 29,398

Change-1,740 (-6%)

Value$1.4M (-$132.6K)

Filed 2026-11-03

Financial Life Advisors

DECREASED

Shares27,478 from 28,896

Change-1,418 (-5%)

Value$1.4M (-$115.4K)

Filed 2026-10-14

Wavvest Wealth LLC

NEW

Shares26,709

Change+26,709

Value$1.4M

Filed 2026-10-21

CoreCap Advisors, LLC

DECREASED

Shares25,691 from 28,584

Change-2,893 (-10%)

Value$1.3M (-$190.7K)

Filed 2026-10-08

Thrivent Financial for Lutherans

INCREASED

Shares24,509 from 24,377

Change+132 (+1%)

Value$1.3M (-$29.0K)

Filed 2026-11-05

Merit Financial Group, LLC

DECREASED

Shares24,240 from 24,523

Change-283 (-1%)

Value$1.2M (-$50.6K)

Filed 2026-11-06

Cornerstone Wealth Management, LLC

INCREASED

Shares23,211 from 18,388

Change+4,823 (+26%)

Value$1.2M (+$220.9K)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

INCREASED

Shares21,818 from 18,971

Change+2,847 (+15%)

Value$1.1M (+$118.5K)

Filed 2026-11-04

Amplius Wealth Advisors, LLC

INCREASED

Shares20,709 from 14,362

Change+6,347 (+44%)

Value$1.1M (+$305.2K)

Filed 2026-10-20

Farther Finance Advisors, LLC

DECREASED

Shares18,777 from 19,198

Change-421 (-2%)

Value$965.3K (-$48.6K)

Filed 2026-10-08

Telos Capital Management, Inc.

DECREASED

Shares17,081 from 17,197

Change-116 (-1%)

Value$878.1K (-$31.2K)

Filed 2026-11-02

LaFleur & Godfrey LLC

INCREASED

Shares16,317 from 15,506

Change+811 (+5%)

Value$838.9K (+$18.9K)

Filed 2026-10-27

Independent Financial Group, LLC

INCREASED

Shares16,283 from 16,220

Change+63 (+0%)

Value$837.1K (-$20.6K)

Filed 2026-10-13

Cypress Wealth Services, LLC

DECREASED

Shares15,856 from 16,758

Change-902 (-5%)

Value$839.9K (-$46.3K)

Filed 2026-10-21

RFG Advisory, LLC

DECREASED

Shares15,508 from 15,642

Change-134 (-1%)

Value$797.3K (-$29.9K)

Filed 2026-11-03

Pacific Sage Partners, LLC

INCREASED

Shares15,072 from 14,400

Change+672 (+5%)

Value$774.9K (+$13.4K)

Filed 2026-10-21

Waystone Advisors LLC

UNCHANGED

Shares14,515 from 14,515

Change0 (0%)

Value$767.6K ($0)

Filed 2026-10-16

Truist Financial Corp

INCREASED

Shares14,297 from 8,643

Change+5,654 (+65%)

Value$735.0K (+$277.9K)

Filed 2026-10-30

Eastern Bank

DECREASED

Shares13,133 from 14,886

Change-1,753 (-12%)

Value$675.2K (-$112.0K)

Filed 2026-10-05

United Advisor Group, LLC

DECREASED

Shares12,121 from 14,422

Change-2,301 (-16%)

Value$623.1K (-$139.5K)

Filed 2026-11-03

GW Henssler & Associates LTD

DECREASED

Shares11,915 from 12,287

Change-372 (-3%)

Value$612.6K (-$37.2K)

Filed 2026-10-26

Flaharty Asset Management, LLC

DECREASED

Shares10,818 from 50,945

Change-40,127 (-79%)

Value$569.2K (-$2.0M)

Filed 2026-11-02

Myecfo, LLC

UNCHANGED

Shares10,590 from 10,590

Change0 (0%)

Value$544.4K (-$15.6K)

Filed 2026-10-14

Westside Investment Management, Inc.

UNCHANGED

Shares9,883 from 9,883

Change0 (0%)

Value$508.3K (-$14.3K)

Filed 2026-11-02

Essential Partners LLC

INCREASED

Shares9,754 from 9,618

Change+136 (+1%)

Value$501.5K (-$7.1K)

Filed 2026-10-14

McAdam, LLC

UNCHANGED

Shares8,292 from 8,292

Change0 (0%)

Value$426.3K (-$12.2K)

Filed 2026-10-21

Ridgeline Wealth Planning, LLC

INCREASED

Shares6,566 from 6,191

Change+375 (+6%)

Value$337.6K (+$10.2K)

Filed 2026-10-29

Avior Wealth Management, LLC

UNCHANGED

Shares6,499 from 6,499

Change0 (0%)

Value$334.1K (-$9.6K)

Filed 2026-10-13

Mission Wealth Management, LP

DECREASED

Shares6,147 from 6,690

Change-543 (-8%)

Value$316.0K (-$37.7K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares5,888 from 5,088

Change+800 (+16%)

Value$300.7K (+$41.7K)

Filed 2026-10-13

TD Private Client Wealth LLC

DECREASED

Shares5,825 from 26,923

Change-21,098 (-78%)

Value$299.5K (-$1.1M)

Filed 2026-10-28

One Advisory Partners, LLC

DECREASED

Shares5,645 from 6,263

Change-618 (-10%)

Value$290.2K (-$41.0K)

Filed 2026-10-22

Diversified Enterprises, LLC

UNCHANGED

Shares5,573 from 5,573

Change0 (0%)

Value$286.5K (-$8.2K)

Filed 2026-10-19

Rainey & Randall Wealth Advisors Inc.

UNCHANGED

Shares5,382 from 5,382

Change0 (0%)

Value$276.7K (-$7.9K)

Filed 2026-10-26

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares5,136 from 5,136

Change0 (0%)

Value$264.0K (-$7.6K)

Filed 2026-10-16

Forum Financial Management, LP

UNCHANGED

Shares4,740 from 4,740

Change0 (0%)

Value$243.7K (-$7.0K)

Filed 2026-10-16

Snider Financial Group

DECREASED

Shares4,622 from 6,660

Change-2,038 (-31%)

Value$237.6K (-$114.6K)

Filed 2026-10-16

Tennessee Valley Asset Management Partners

UNCHANGED

Shares4,411 from 4,411

Change0 (0%)

Value$226.8K (-$6.5K)

Filed 2026-11-03

Smithbridge Asset Management Inc

DECREASED

Shares4,407 from 4,408

Change-1 (0%)

Value$226.6K (-$6.5K)

Filed 2026-10-19

Fifth Third Bancorp

DECREASED

Shares4,345 from 4,655

Change-310 (-7%)

Value$223.4K (-$22.8K)

Filed 2026-11-05

Vicus Capital

DECREASED

Shares4,320 from 4,604

Change-284 (-6%)

Value$222.1K (-$21.4K)

Filed 2026-11-05

Ascentis Independent Advisors

NEW

Shares4,253

Change+4,253

Value$218.6K

Filed 2026-11-03

Navigoe, LLC

UNCHANGED

Shares4,209 from 4,209

Change0 (0%)

Value$216.0K (-$6.0K)

Filed 2026-11-04

Davenport & Co LLC

UNCHANGED

Shares4,102 from 4,102

Change0 (0%)

Value$210.9K (-$6.0K)

Filed 2026-10-14

Creative Financial Designs Inc

DECREASED

Shares2,230 from 7,115

Change-4,885 (-69%)

Value$114.6K (-$261.6K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares2,186 from 2,186

Change0 (0%)

Value$115.6K ($0)

Filed 2026-11-06

Pinnacle Bancorp, Inc.

UNCHANGED

Shares1,816 from 1,816

Change0 (0%)

Value$93.4K (-$2.7K)

Filed 2026-10-21

Balance Wealth Partners LLC

NEW

Shares1,608

Change+1,608

Value$82.7K

Filed 2026-10-27

Mather Group, Llc.

NEW

Shares1,386

Change+1,386

Value$71.3K

Filed 2026-10-14

Jacobi Capital Management LLC

NEW

Shares1,222

Change+1,222

Value$62.8K

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares1,179 from 1,179

Change0 (0%)

Value$60.6K (-$1.7K)

Filed 2026-10-20

Key Capital Management, Inc

UNCHANGED

Shares603 from 603

Change0 (0%)

Value$31.0K (-$887)

Filed 2026-11-03

Larson Financial Group LLC

DECREASED

Shares588 from 653

Change-65 (-10%)

Value$30.2K (-$4.3K)

Filed 2026-11-05

Golden State Wealth Management, LLC

UNCHANGED

Shares556 from 556

Change0 (0%)

Value$28.6K (-$817)

Filed 2026-11-02

Abound Wealth Management

UNCHANGED

Shares525 from 525

Change0 (0%)

Value$27.0K (-$772)

Filed 2026-10-26

PNC Financial Services Group, Inc.

INCREASED

Shares336 from 274

Change+62 (+23%)

Value$17.3K (+$2.8K)

Filed 2026-11-06

Parallel Advisors, LLC

NEW

Shares116

Change+116

Value$6.0K

Filed 2026-11-03

IFP Advisors, Inc

UNCHANGED

Shares106 from 106

Change0 (0%)

Value$5.4K (-$156)

Filed 2026-10-16

Hartford Financial Management Inc.

DECREASED

Shares35 from 426

Change-391 (-92%)

Value$1.8K (-$20.7K)

Filed 2026-10-21

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$1.7K (-$50)

Filed 2026-10-23

Investment Research & Advisory Group, Inc.

DECREASED

Shares31 from 569

Change-538 (-95%)

Value$1.6K (-$28.5K)

Filed 2026-10-19

Scarborough Advisors, LLC

CLOSED

Shares0 from 40,017

Change-40,017 (-100%)

Value$0 (-$2.1M)

Filed 2026-10-16

Sowell Financial Services LLC

CLOSED

Shares0 from 38,020

Change-38,020 (-100%)

Value$0 (-$2.0M)

Filed 2026-10-23

Omega Financial Group, LLC

CLOSED

Shares0 from 3,955

Change-3,955 (-100%)

Value$0 (-$209.2K)

Filed 2026-10-29

MCF Advisors LLC

CLOSED

Shares0 from 790

Change-790 (-100%)

Value$0 (-$41.8K)

Filed 2026-10-28

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

CLOSED

Shares0 from 108

Change-108 (-100%)

Value$0 (-$5.7K)

Filed 2026-10-14

Blue Trust, Inc.

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$846)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 3,556,704

Change-3,556,704 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 3,531,157

Change-3,531,157 (-100%)

Value—

Boulay Financial Advisors, LLC

N/A

Shares— from 2,228,872

Change-2,228,872 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 1,840,058

Change-1,840,058 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,404,013

Change-1,404,013 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,063,803

Change-1,063,803 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 698,040

Change-698,040 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 555,590

Change-555,590 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 512,188

Change-512,188 (-100%)

Value—

Planning Alternatives LTD

N/A

Shares— from 391,645

Change-391,645 (-100%)

Value—

UBS Group AG

N/A

Shares— from 352,162

Change-352,162 (-100%)

Value—

Partners Capital Investment Group, LLP

N/A

Shares— from 320,043

Change-320,043 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 317,166

Change-317,166 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 310,423

Change-310,423 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 306,299

Change-306,299 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 254,456

Change-254,456 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 253,477

Change-253,477 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 239,370

Change-239,370 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 238,113

Change-238,113 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 228,117

Change-228,117 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 207,014

Change-207,014 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 199,307

Change-199,307 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 188,228

Change-188,228 (-100%)

Value—

Nelson Capital Management, LLC

N/A

Shares— from 186,368

Change-186,368 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 167,970

Change-167,970 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 165,872

Change-165,872 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 159,274

Change-159,274 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 157,124

Change-157,124 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 155,953

Change-155,953 (-100%)

Value—

MA Private Wealth

N/A

Shares— from 155,832

Change-155,832 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 145,214

Change-145,214 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 141,938

Change-141,938 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 141,938

Change-141,938 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 133,395

Change-133,395 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 125,625

Change-125,625 (-100%)

Value—

Spartan Wealth Advisory Services LLC

N/A

Shares— from 110,334

Change-110,334 (-100%)

Value—

Vertex Planning Partners, LLC

N/A

Shares— from 98,505

Change-98,505 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 96,792

Change-96,792 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 89,549

Change-89,549 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 73,987

Change-73,987 (-100%)

Value—

&partners

N/A

Shares— from 72,124

Change-72,124 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 67,840

Change-67,840 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 57,691

Change-57,691 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 48,481

Change-48,481 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 35,806

Change-35,806 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 35,370

Change-35,370 (-100%)

Value—

Fortis Capital Advisors, LLC

N/A

Shares— from 35,370

Change-35,370 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 30,458

Change-30,458 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 28,712

Change-28,712 (-100%)

Value—

Brand Asset Management Group, Inc.

N/A

Shares— from 27,443

Change-27,443 (-100%)

Value—

Managed Asset Portfolios, LLC

N/A

Shares— from 27,065

Change-27,065 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 24,279

Change-24,279 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 23,018

Change-23,018 (-100%)

Value—

Wescap Management Group, Inc.

N/A

Shares— from 22,887

Change-22,887 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 22,609

Change-22,609 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 22,511

Change-22,511 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 22,128

Change-22,128 (-100%)

Value—

FMR LLC

N/A

Shares— from 21,795

Change-21,795 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 20,658

Change-20,658 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 18,845

Change-18,845 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 18,601

Change-18,601 (-100%)

Value—

Petra Financial Advisors Inc

N/A

Shares— from 17,894

Change-17,894 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 17,514

Change-17,514 (-100%)

Value—

Oxford Financial Group, Ltd. LLC

N/A

Shares— from 17,175

Change-17,175 (-100%)

Value—

Ariel Investments, LLC

N/A

Shares— from 16,671

Change-16,671 (-100%)

Value—

Retirement Planning Group, LLC / NY

N/A

Shares— from 15,134

Change-15,134 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 14,369

Change-14,369 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,226

Change-14,226 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 12,508

Change-12,508 (-100%)

Value—

Legacy Financial Advisors, Inc.

N/A

Shares— from 11,710

Change-11,710 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 11,504

Change-11,504 (-100%)

Value—

Koss-Olinger Consulting, LLC

N/A

Shares— from 11,440

Change-11,440 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 10,438

Change-10,438 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 9,089

Change-9,089 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 9,064

Change-9,064 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 7,031

Change-7,031 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 6,525

Change-6,525 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 6,467

Change-6,467 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 5,690

Change-5,690 (-100%)

Value—

Range Advisory, LLC

N/A

Shares— from 4,934

Change-4,934 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,814

Change-4,814 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,587

Change-4,587 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 4,577

Change-4,577 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 4,454

Change-4,454 (-100%)

Value—

BSW Wealth Partners

N/A

Shares— from 4,379

Change-4,379 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 4,246

Change-4,246 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 4,164

Change-4,164 (-100%)

Value—

Byrne Financial Freedom, LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 3,913

Change-3,913 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 3,831

Change-3,831 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 3,079

Change-3,079 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,875

Change-2,875 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 2,762

Change-2,762 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 2,566

Change-2,566 (-100%)

Value—

Bernard Wealth Management Corp.

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Battery Global Advisors, LLC

N/A

Shares— from 1,235

Change-1,235 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 1,090

Change-1,090 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,055

Change-1,055 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 851

Change-851 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 720

Change-720 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 473

Change-473 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 247

Change-247 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 146

Change-146 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 109

Change-109 (-100%)

Value—

Main Management LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,638,670	1,597,979	+40,691	+3%	$84.5M	$84.2M	-$257.1K	2026-11-06
Hennion & Walsh Asset Management, Inc.	INCREASED	1,056,208	1,008,740	+47,468	+5%	$53.3M	$54.3M	+$957.5K	2026-10-13
Marotta Asset Management	DECREASED	779,507	818,670	-39,163	-5%	$41.9M	$40.1M	-$1.8M	2026-10-02
Commonwealth Equity Services, LLC	INCREASED	648,669	638,317	+10,352	+2%	$33.8M	$33.3M	-$406.1K	2026-11-02
Aprio Wealth Management, LLC	INCREASED	615,901	170,556	+445,345	+261%	$9.0M	$31.7M	+$22.6M	2026-10-28
Prism Advisors, Inc.	DECREASED	327,714	398,999	-71,285	-18%	$21.1M	$16.7M	-$4.4M	2026-10-09
D.A. Davidson & Co.	INCREASED	271,527	107,648	+163,879	+152%	$5.7M	$14.0M	+$8.3M	2026-10-28
Richard P Slaughter Associates Inc	DECREASED	246,967	257,828	-10,861	-4%	$13.6M	$12.7M	-$937.3K	2026-10-13
Central Trust Co	DECREASED	243,331	248,821	-5,490	-2%	$13.2M	$12.5M	-$648.0K	2026-11-05
Earned Wealth Advisors, LLC	INCREASED	216,692	208,264	+8,428	+4%	$11.0M	$11.1M	+$127.1K	2026-11-06
Krilogy Financial LLC	INCREASED	212,477	192,940	+19,537	+10%	$10.2M	$10.8M	+$597.5K	2026-10-13
Benchmark Financial Wealth Advisors, LLC	INCREASED	199,799	179,048	+20,751	+12%	$9.5M	$10.3M	+$803.6K	2026-10-20
McKinley Carter Wealth Services, Inc.	INCREASED	198,073	197,491	+582	+0%	$10.4M	$10.2M	-$260.4K	2026-10-16
Highland Financial Advisors, LLC	INCREASED	197,175	190,599	+6,576	+3%	$10.1M	$10.1M	+$57.9K	2026-10-19
Wealthcare Advisory Partners LLC	INCREASED	196,125	190,542	+5,583	+3%	$10.1M	$10.1M	+$6.9K	2026-10-21
Breakwater Capital Group	INCREASED	158,266	157,429	+837	+1%	$8.3M	$8.1M	-$188.4K	2026-10-09
Fortitude Financial, LLC	INCREASED	151,827	135,401	+16,426	+12%	$7.2M	$7.8M	+$645.4K	2026-10-19
Total Clarity Wealth Management, Inc.	INCREASED	127,615	45,791	+81,824	+179%	$2.4M	$6.6M	+$4.1M	2026-10-26
Kestra Advisory Services, LLC	INCREASED	126,486	113,209	+13,277	+12%	$6.0M	$6.5M	+$516.2K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	121,840	119,218	+2,622	+2%	$6.3M	$6.3M	-$40.0K	2026-11-02
AlphaCore Capital LLC	DECREASED	114,744	147,174	-32,430	-22%	$7.8M	$5.9M	-$1.9M	2026-11-04
New England Capital Financial Advisors LLC	DECREASED	113,272	116,106	-2,834	-2%	$6.1M	$5.8M	-$316.3K	2026-11-03
Prospera Financial Services Inc	INCREASED	104,008	97,722	+6,286	+6%	$5.2M	$4.8M	-$331.1K	2026-11-04
Savant Capital, LLC	INCREASED	103,408	52,374	+51,034	+97%	$2.6M	$5.3M	+$2.7M	2026-11-06
ARQ Wealth Advisors, LLC	DECREASED	96,401	110,218	-13,817	-13%	$5.4M	$5.0M	-$452.4K	2026-10-29
Focus Financial Network, Inc.	INCREASED	90,641	88,955	+1,686	+2%	$4.7M	$4.7M	-$44.1K	2026-10-14
Creative Planning	INCREASED	83,068	82,702	+366	+0%	$4.4M	$4.3M	-$102.8K	2026-11-02
Spectrum Wealth Advisory Group, LLC	INCREASED	83,062	20,325	+62,737	+309%	$1.1M	$4.3M	+$3.2M	2026-10-29
Iams Wealth Management, LLC	NEW	64,659	—	+64,659	—	—	$3.3M	—	2026-10-15
Watershed Private Wealth LLC	DECREASED	63,378	63,731	-353	-1%	$3.4M	$3.3M	-$111.8K	2026-10-30
SoundView Advisors Inc.	INCREASED	58,645	58,049	+596	+1%	$3.1M	$3.0M	-$55.0K	2026-11-04
McCarley & Cook Financial Planners	INCREASED	58,521	57,595	+926	+2%	$3.0M	$3.0M	-$37.1K	2026-10-21
Quadcap Wealth Management, LLC	UNCHANGED	58,074	58,074	0	0%	$3.1M	$3.0M	-$85.4K	2026-11-02
Sigma Planning Corp	INCREASED	49,258	45,826	+3,432	+7%	$2.4M	$2.5M	+$109.1K	2026-10-23
Diversify Wealth Management, LLC	INCREASED	48,200	45,963	+2,237	+5%	$2.2M	$2.4M	+$167.9K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	48,200	45,963	+2,237	+5%	$2.2M	$2.4M	+$167.9K	2026-10-20
IFC & Insurance Marketing, Inc.	INCREASED	44,326	43,948	+378	+1%	$2.3M	$2.3M	-$43.4K	2026-10-16
Nicholas Hoffman & Company, Llc.	INCREASED	41,776	35,154	+6,622	+19%	$1.9M	$2.1M	+$288.8K	2026-10-30
WealthCare Investment Partners, LLC	DECREASED	41,583	41,602	-19	0%	$2.2M	$2.1M	-$62.1K	2026-11-05
Coastline Trust Co	DECREASED	27,954	32,210	-4,256	-13%	$1.7M	$1.4M	-$266.2K	2026-10-01
Redwood Financial Network Corp	DECREASED	27,658	29,398	-1,740	-6%	$1.6M	$1.4M	-$132.6K	2026-11-03
Financial Life Advisors	DECREASED	27,478	28,896	-1,418	-5%	$1.5M	$1.4M	-$115.4K	2026-10-14
Wavvest Wealth LLC	NEW	26,709	—	+26,709	—	—	$1.4M	—	2026-10-21
CoreCap Advisors, LLC	DECREASED	25,691	28,584	-2,893	-10%	$1.5M	$1.3M	-$190.7K	2026-10-08
Thrivent Financial for Lutherans	INCREASED	24,509	24,377	+132	+1%	$1.3M	$1.3M	-$29.0K	2026-11-05
Merit Financial Group, LLC	DECREASED	24,240	24,523	-283	-1%	$1.3M	$1.2M	-$50.6K	2026-11-06
Cornerstone Wealth Management, LLC	INCREASED	23,211	18,388	+4,823	+26%	$972.4K	$1.2M	+$220.9K	2026-11-04
EverSource Wealth Advisors, LLC	INCREASED	21,818	18,971	+2,847	+15%	$1.0M	$1.1M	+$118.5K	2026-11-04
Amplius Wealth Advisors, LLC	INCREASED	20,709	14,362	+6,347	+44%	$759.5K	$1.1M	+$305.2K	2026-10-20
Farther Finance Advisors, LLC	DECREASED	18,777	19,198	-421	-2%	$1.0M	$965.3K	-$48.6K	2026-10-08
Telos Capital Management, Inc.	DECREASED	17,081	17,197	-116	-1%	$909.4K	$878.1K	-$31.2K	2026-11-02
LaFleur & Godfrey LLC	INCREASED	16,317	15,506	+811	+5%	$820.0K	$838.9K	+$18.9K	2026-10-27
Independent Financial Group, LLC	INCREASED	16,283	16,220	+63	+0%	$857.7K	$837.1K	-$20.6K	2026-10-13
Cypress Wealth Services, LLC	DECREASED	15,856	16,758	-902	-5%	$886.2K	$839.9K	-$46.3K	2026-10-21
RFG Advisory, LLC	DECREASED	15,508	15,642	-134	-1%	$827.1K	$797.3K	-$29.9K	2026-11-03
Pacific Sage Partners, LLC	INCREASED	15,072	14,400	+672	+5%	$761.5K	$774.9K	+$13.4K	2026-10-21
Waystone Advisors LLC	UNCHANGED	14,515	14,515	0	0%	$767.6K	$767.6K	$0	2026-10-16
Truist Financial Corp	INCREASED	14,297	8,643	+5,654	+65%	$457.1K	$735.0K	+$277.9K	2026-10-30
Eastern Bank	DECREASED	13,133	14,886	-1,753	-12%	$787.2K	$675.2K	-$112.0K	2026-10-05
United Advisor Group, LLC	DECREASED	12,121	14,422	-2,301	-16%	$762.6K	$623.1K	-$139.5K	2026-11-03
GW Henssler & Associates LTD	DECREASED	11,915	12,287	-372	-3%	$649.7K	$612.6K	-$37.2K	2026-10-26
Flaharty Asset Management, LLC	DECREASED	10,818	50,945	-40,127	-79%	$2.6M	$569.2K	-$2.0M	2026-11-02
Myecfo, LLC	UNCHANGED	10,590	10,590	0	0%	$560.0K	$544.4K	-$15.6K	2026-10-14
Westside Investment Management, Inc.	UNCHANGED	9,883	9,883	0	0%	$522.6K	$508.3K	-$14.3K	2026-11-02
Essential Partners LLC	INCREASED	9,754	9,618	+136	+1%	$508.6K	$501.5K	-$7.1K	2026-10-14
McAdam, LLC	UNCHANGED	8,292	8,292	0	0%	$438.5K	$426.3K	-$12.2K	2026-10-21
Ridgeline Wealth Planning, LLC	INCREASED	6,566	6,191	+375	+6%	$327.4K	$337.6K	+$10.2K	2026-10-29
Avior Wealth Management, LLC	UNCHANGED	6,499	6,499	0	0%	$343.6K	$334.1K	-$9.6K	2026-10-13
Mission Wealth Management, LP	DECREASED	6,147	6,690	-543	-8%	$353.8K	$316.0K	-$37.7K	2026-10-15
Wealth Enhancement Advisory Services, LLC	INCREASED	5,888	5,088	+800	+16%	$259.0K	$300.7K	+$41.7K	2026-10-13
TD Private Client Wealth LLC	DECREASED	5,825	26,923	-21,098	-78%	$1.4M	$299.5K	-$1.1M	2026-10-28
One Advisory Partners, LLC	DECREASED	5,645	6,263	-618	-10%	$331.2K	$290.2K	-$41.0K	2026-10-22
Diversified Enterprises, LLC	UNCHANGED	5,573	5,573	0	0%	$294.7K	$286.5K	-$8.2K	2026-10-19
Rainey & Randall Wealth Advisors Inc.	UNCHANGED	5,382	5,382	0	0%	$284.6K	$276.7K	-$7.9K	2026-10-26
Halbert Hargrove Global Advisors, LLC	UNCHANGED	5,136	5,136	0	0%	$271.6K	$264.0K	-$7.6K	2026-10-16
Forum Financial Management, LP	UNCHANGED	4,740	4,740	0	0%	$250.7K	$243.7K	-$7.0K	2026-10-16
Snider Financial Group	DECREASED	4,622	6,660	-2,038	-31%	$352.2K	$237.6K	-$114.6K	2026-10-16
Tennessee Valley Asset Management Partners	UNCHANGED	4,411	4,411	0	0%	$233.2K	$226.8K	-$6.5K	2026-11-03
Smithbridge Asset Management Inc	DECREASED	4,407	4,408	-1	0%	$233.1K	$226.6K	-$6.5K	2026-10-19
Fifth Third Bancorp	DECREASED	4,345	4,655	-310	-7%	$246.2K	$223.4K	-$22.8K	2026-11-05
Vicus Capital	DECREASED	4,320	4,604	-284	-6%	$243.4K	$222.1K	-$21.4K	2026-11-05
Ascentis Independent Advisors	NEW	4,253	—	+4,253	—	—	$218.6K	—	2026-11-03
Navigoe, LLC	UNCHANGED	4,209	4,209	0	0%	$222.0K	$216.0K	-$6.0K	2026-11-04
Davenport & Co LLC	UNCHANGED	4,102	4,102	0	0%	$216.9K	$210.9K	-$6.0K	2026-10-14
Creative Financial Designs Inc	DECREASED	2,230	7,115	-4,885	-69%	$376.2K	$114.6K	-$261.6K	2026-11-04
Allworth Financial LP	UNCHANGED	2,186	2,186	0	0%	$115.6K	$115.6K	$0	2026-11-06
Pinnacle Bancorp, Inc.	UNCHANGED	1,816	1,816	0	0%	$96.0K	$93.4K	-$2.7K	2026-10-21
Balance Wealth Partners LLC	NEW	1,608	—	+1,608	—	—	$82.7K	—	2026-10-27
Mather Group, Llc.	NEW	1,386	—	+1,386	—	—	$71.3K	—	2026-10-14
Jacobi Capital Management LLC	NEW	1,222	—	+1,222	—	—	$62.8K	—	2026-11-05
Private Trust Co NA	UNCHANGED	1,179	1,179	0	0%	$62.3K	$60.6K	-$1.7K	2026-10-20
Key Capital Management, Inc	UNCHANGED	603	603	0	0%	$31.9K	$31.0K	-$887	2026-11-03
Larson Financial Group LLC	DECREASED	588	653	-65	-10%	$34.5K	$30.2K	-$4.3K	2026-11-05
Golden State Wealth Management, LLC	UNCHANGED	556	556	0	0%	$29.4K	$28.6K	-$817	2026-11-02
Abound Wealth Management	UNCHANGED	525	525	0	0%	$27.8K	$27.0K	-$772	2026-10-26
PNC Financial Services Group, Inc.	INCREASED	336	274	+62	+23%	$14.5K	$17.3K	+$2.8K	2026-11-06
Parallel Advisors, LLC	NEW	116	—	+116	—	—	$6.0K	—	2026-11-03
IFP Advisors, Inc	UNCHANGED	106	106	0	0%	$5.6K	$5.4K	-$156	2026-10-16
Hartford Financial Management Inc.	DECREASED	35	426	-391	-92%	$22.5K	$1.8K	-$20.7K	2026-10-21
Dhjj Financial Advisors, Ltd.	UNCHANGED	34	34	0	0%	$1.8K	$1.7K	-$50	2026-10-23
Investment Research & Advisory Group, Inc.	DECREASED	31	569	-538	-95%	$30.1K	$1.6K	-$28.5K	2026-10-19
Scarborough Advisors, LLC	CLOSED	0	40,017	-40,017	-100%	$2.1M	$0	-$2.1M	2026-10-16
Sowell Financial Services LLC	CLOSED	0	38,020	-38,020	-100%	$2.0M	$0	-$2.0M	2026-10-23
Omega Financial Group, LLC	CLOSED	0	3,955	-3,955	-100%	$209.2K	$0	-$209.2K	2026-10-29
MCF Advisors LLC	CLOSED	0	790	-790	-100%	$41.8K	$0	-$41.8K	2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	108	-108	-100%	$5.7K	$0	-$5.7K	2026-10-14
Blue Trust, Inc.	CLOSED	0	16	-16	-100%	$846	$0	-$846	2026-10-15
Morgan Stanley	N/A	—	3,556,704	-3,556,704	-100%	$188.1M	—	—	—
Bank of America Corp	N/A	—	3,531,157	-3,531,157	-100%	$186.7M	—	—	—
Boulay Financial Advisors, LLC	N/A	—	2,228,872	-2,228,872	-100%	$117.9M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	1,840,058	-1,840,058	-100%	$95.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,404,013	-1,404,013	-100%	$74.2M	—	—	—
Raymond James Financial Inc	N/A	—	1,063,803	-1,063,803	-100%	$56.3M	—	—	—
Modern Wealth Management, LLC	N/A	—	698,040	-698,040	-100%	$36.9M	—	—	—
Ameriprise Financial Inc	N/A	—	555,590	-555,590	-100%	$29.4M	—	—	—
Wells Fargo & Company	N/A	—	512,188	-512,188	-100%	$27.1M	—	—	—
Planning Alternatives LTD	N/A	—	391,645	-391,645	-100%	$20.7M	—	—	—
UBS Group AG	N/A	—	352,162	-352,162	-100%	$18.6M	—	—	—
Partners Capital Investment Group, LLP	N/A	—	320,043	-320,043	-100%	$16.9M	—	—	—
Savvy Advisors, Inc.	N/A	—	317,166	-317,166	-100%	$16.8M	—	—	—
Mercer Global Advisors Inc	N/A	—	310,423	-310,423	-100%	$16.4M	—	—	—
Penserra Capital Management LLC	N/A	—	306,299	-306,299	-100%	$16.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	254,456	-254,456	-100%	$13.5M	—	—	—
Royal Bank of Canada	N/A	—	253,477	-253,477	-100%	$13.4M	—	—	—
Private Advisor Group, LLC	N/A	—	239,370	-239,370	-100%	$12.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	238,113	-238,113	-100%	$12.6M	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	228,117	-228,117	-100%	$12.1M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	207,014	-207,014	-100%	$10.9M	—	—	—
Focus Partners Wealth	N/A	—	199,307	-199,307	-100%	$10.5M	—	—	—
HighTower Advisors, LLC	N/A	—	188,228	-188,228	-100%	$10.0M	—	—	—
Nelson Capital Management, LLC	N/A	—	186,368	-186,368	-100%	$9.9M	—	—	—
Leavell Investment Management, Inc.	N/A	—	167,970	-167,970	-100%	$8.9M	—	—	—
Cerity Partners LLC	N/A	—	165,872	-165,872	-100%	$8.8M	—	—	—
Stifel Financial Corp	N/A	—	159,274	-159,274	-100%	$8.4M	—	—	—
Bleakley Financial Group, LLC	N/A	—	157,124	-157,124	-100%	$8.3M	—	—	—
Cetera Investment Advisers	N/A	—	155,953	-155,953	-100%	$8.2M	—	—	—
MA Private Wealth	N/A	—	155,832	-155,832	-100%	$8.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	145,214	-145,214	-100%	$7.7M	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	141,938	-141,938	-100%	$7.5M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	141,938	-141,938	-100%	$7.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	133,395	-133,395	-100%	$7.1M	—	—	—
First Foundation Advisors	N/A	—	125,625	-125,625	-100%	$6.6M	—	—	—
Spartan Wealth Advisory Services LLC	N/A	—	110,334	-110,334	-100%	$5.8M	—	—	—
Vertex Planning Partners, LLC	N/A	—	98,505	-98,505	-100%	$5.2M	—	—	—
Jane Street Group, LLC	N/A	—	96,792	-96,792	-100%	$5.1M	—	—	—
Mason & Associates Inc	N/A	—	89,549	-89,549	-100%	$4.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	73,987	-73,987	-100%	$3.8M	—	—	—
&partners	N/A	—	72,124	-72,124	-100%	$3.8M	—	—	—
Mariner, LLC	N/A	—	67,840	-67,840	-100%	$3.6M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	57,691	-57,691	-100%	$3.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	48,481	-48,481	-100%	$2.6M	—	—	—
Old Mission Capital LLC	N/A	—	35,806	-35,806	-100%	$1.9M	—	—	—
Belpointe Asset Management LLC	N/A	—	35,370	-35,370	-100%	$1.9M	—	—	—
Fortis Capital Advisors, LLC	N/A	—	35,370	-35,370	-100%	$1.9M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	30,458	-30,458	-100%	$1.6M	—	—	—
Arax Advisory Partners	N/A	—	28,712	-28,712	-100%	$1.5M	—	—	—
Brand Asset Management Group, Inc.	N/A	—	27,443	-27,443	-100%	$1.5M	—	—	—
Managed Asset Portfolios, LLC	N/A	—	27,065	-27,065	-100%	$1.4M	—	—	—
Composition Wealth, LLC	N/A	—	24,279	-24,279	-100%	$1.3M	—	—	—
CreativeOne Wealth, LLC	N/A	—	23,018	-23,018	-100%	$1.2M	—	—	—
Wescap Management Group, Inc.	N/A	—	22,887	-22,887	-100%	$1.2M	—	—	—
JPMorgan Chase & Co	N/A	—	22,609	-22,609	-100%	$1.2M	—	—	—
Cresset Asset Management, LLC	N/A	—	22,511	-22,511	-100%	$1.2M	—	—	—
Western Wealth Management, LLC	N/A	—	22,128	-22,128	-100%	$1.2M	—	—	—
FMR LLC	N/A	—	21,795	-21,795	-100%	$1.2M	—	—	—
Advisory Services Network, LLC	N/A	—	20,658	-20,658	-100%	$1.1M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	18,845	-18,845	-100%	$996.5K	—	—	—
Arkadios Wealth Advisors	N/A	—	18,601	-18,601	-100%	$983.6K	—	—	—
Petra Financial Advisors Inc	N/A	—	17,894	-17,894	-100%	$946.2K	—	—	—
Brown Advisory Inc	N/A	—	17,514	-17,514	-100%	$926.1K	—	—	—
Oxford Financial Group, Ltd. LLC	N/A	—	17,175	-17,175	-100%	$908.2K	—	—	—
Ariel Investments, LLC	N/A	—	16,671	-16,671	-100%	$881.6K	—	—	—
Retirement Planning Group, LLC / NY	N/A	—	15,134	-15,134	-100%	$800.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	14,369	-14,369	-100%	$759.8K	—	—	—
Citadel Advisors LLC	N/A	—	14,226	-14,226	-100%	$752.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	12,508	-12,508	-100%	$661.4K	—	—	—
Legacy Financial Advisors, Inc.	N/A	—	11,710	-11,710	-100%	$619.2K	—	—	—
PlanVest Financial, Inc	N/A	—	11,504	-11,504	-100%	$608.3K	—	—	—
Koss-Olinger Consulting, LLC	N/A	—	11,440	-11,440	-100%	$604.9K	—	—	—
MML Investors Services, LLC	N/A	—	10,438	-10,438	-100%	$552.0K	—	—	—
Pure Financial Advisors, LLC	N/A	—	9,089	-9,089	-100%	$480.6K	—	—	—
Principal Securities, Inc.	N/A	—	9,064	-9,064	-100%	$479.3K	—	—	—
Northern Trust Corp	N/A	—	7,031	-7,031	-100%	$371.8K	—	—	—
Smithfield Trust Co	N/A	—	6,525	-6,525	-100%	$346.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	6,467	-6,467	-100%	$342.0K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	5,690	-5,690	-100%	$300.9K	—	—	—
Range Advisory, LLC	N/A	—	4,934	-4,934	-100%	$260.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,814	-4,814	-100%	$254.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,587	-4,587	-100%	$242.5K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	4,577	-4,577	-100%	$242.0K	—	—	—
Waverly Advisors, LLC	N/A	—	4,454	-4,454	-100%	$235.5K	—	—	—
BSW Wealth Partners	N/A	—	4,379	-4,379	-100%	$231.6K	—	—	—
Quantinno Capital Management LP	N/A	—	4,246	-4,246	-100%	$224.5K	—	—	—
Nuveen, LLC	N/A	—	4,164	-4,164	-100%	$220.2K	—	—	—
Byrne Financial Freedom, LLC	N/A	—	4,000	-4,000	-100%	$211.5K	—	—	—
AQR Capital Management LLC	N/A	—	3,913	-3,913	-100%	$206.9K	—	—	—
Bogart Wealth, LLC	N/A	—	3,831	-3,831	-100%	$202.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	3,079	-3,079	-100%	$160.2K	—	—	—
IFG Advisory, LLC	N/A	—	2,875	-2,875	-100%	$152.0K	—	—	—
Kerr Financial Planning Corp	N/A	—	2,762	-2,762	-100%	$146.1K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	2,566	-2,566	-100%	$135.7K	—	—	—
Bernard Wealth Management Corp.	N/A	—	1,700	-1,700	-100%	$89.9K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1,300	-1,300	-100%	$68.7K	—	—	—
Battery Global Advisors, LLC	N/A	—	1,235	-1,235	-100%	$65.3K	—	—	—
Graney & King, LLC	N/A	—	1,090	-1,090	-100%	$57.6K	—	—	—
Harbour Investments, Inc.	N/A	—	1,055	-1,055	-100%	$55.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	851	-851	-100%	$45.0K	—	—	—
Alerus Financial NA	N/A	—	720	-720	-100%	$38.1K	—	—	—
Vanguard Advisers Inc	N/A	—	473	-473	-100%	$25.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	247	-247	-100%	$13.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	146	-146	-100%	$7.7K	—	—	—
Tidemark, LLC	N/A	—	109	-109	-100%	$5.8K	—	—	—
Main Management LLC	N/A	—	60	-60	-100%	$3	—	—	—

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