Fidelity Msci Health Care (FHLC)

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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Lido Advisors, LLC

DECREASED

Shares2,060,776 from 2,091,112

Change-30,336 (-1%)

Value$168.4M (+$6.8M)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares935,797 from 882,513

Change+53,284 (+6%)

Value$76.5M (+$8.3M)

Filed 2026-11-06

AGF Management LTD

DECREASED

Shares758,733 from 953,891

Change-195,158 (-20%)

Value$62.0M (-$11.7M)

Filed 2026-11-03

Weatherly Asset Management L. P.

INCREASED

Shares325,277 from 313,281

Change+11,996 (+4%)

Value$26.6M (+$2.4M)

Filed 2026-10-20

Kestra Advisory Services, LLC

INCREASED

Shares294,148 from 269,400

Change+24,748 (+9%)

Value$24.0M (+$3.2M)

Filed 2026-11-02

Investors Research Corp

DECREASED

Shares203,231 from 216,139

Change-12,908 (-6%)

Value$16.6M (-$92.8K)

Filed 2026-10-07

Buttonwood Financial Advisors Inc.

DECREASED

Shares195,424 from 200,861

Change-5,437 (-3%)

Value$16.0M (+$449.6K)

Filed 2026-10-13

Marotta Asset Management

DECREASED

Shares189,752 from 204,237

Change-14,485 (-7%)

Value$15.5M (-$366.5K)

Filed 2026-10-02

Commonwealth Equity Services, LLC

DECREASED

Shares185,730 from 392,229

Change-206,499 (-53%)

Value$15.2M (-$15.1M)

Filed 2026-11-02

Gimbal Financial

DECREASED

Shares182,078 from 184,965

Change-2,887 (-2%)

Value$14.9M (+$587.3K)

Filed 2026-10-19

Assetmark, Inc

DECREASED

Shares178,598 from 178,834

Change-236 (0%)

Value$14.6M (+$776.5K)

Filed 2026-10-21

Fischer Financial Services, Inc.

INCREASED

Shares174,539 from 174,197

Change+342 (+0%)

Value$14.3M (+$803.2K)

Filed 2026-10-30

Altfest L J & Co Inc

DECREASED

Shares174,263 from 232,582

Change-58,319 (-25%)

Value$14.2M (-$3.7M)

Filed 2026-10-27

Aprio Wealth Management, LLC

DECREASED

Shares172,097 from 186,731

Change-14,634 (-8%)

Value$14.1M (-$364.6K)

Filed 2026-10-28

Apollon Wealth Management, LLC

INCREASED

Shares158,177 from 153,172

Change+5,005 (+3%)

Value$12.9M (+$1.1M)

Filed 2026-10-23

Bank of New York Mellon Corp

INCREASED

Shares140,762 from 73,413

Change+67,349 (+92%)

Value$11.5M (+$5.8M)

Filed 2026-11-05

Strengthening Families & Communities, LLC

DECREASED

Shares123,633 from 159,326

Change-35,693 (-22%)

Value$10.1M (-$2.2M)

Filed 2026-10-21

Heirloom Wealth Management

DECREASED

Shares117,912 from 212,893

Change-94,981 (-45%)

Value$9.6M (-$6.8M)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares114,443 from 124,529

Change-10,086 (-8%)

Value$9.4M (-$270.0K)

Filed 2026-11-02

Yoder Wealth Management, Inc.

DECREASED

Shares98,220 from 102,134

Change-3,914 (-4%)

Value$8.0M (+$134.7K)

Filed 2026-10-13

Citigroup Inc

DECREASED

Shares96,006 from 98,234

Change-2,228 (-2%)

Value$7.8M (+$255.1K)

Filed 2026-11-04

Larson Financial Group LLC

INCREASED

Shares95,197 from 94,065

Change+1,132 (+1%)

Value$7.8M (+$511.1K)

Filed 2026-11-05

Traynor Capital Management, Inc.

DECREASED

Shares74,568 from 79,857

Change-5,289 (-7%)

Value$6.1M (-$76.7K)

Filed 2026-10-29

Financial Partners Group, Inc

INCREASED

Shares73,570 from 72,729

Change+841 (+1%)

Value$6.0M (+$392.4K)

Filed 2026-10-19

Maltin Wealth Management, Inc.

INCREASED

Shares62,018 from 61,848

Change+170 (+0%)

Value$5.1M (+$289.1K)

Filed 2026-10-13

Barry Investment Advisors, LLC

DECREASED

Shares53,070 from 55,280

Change-2,210 (-4%)

Value$4.3M (+$65.4K)

Filed 2026-10-14

Valmark Advisers, Inc.

DECREASED

Shares52,067 from 52,750

Change-683 (-1%)

Value$4.3M (+$178.9K)

Filed 2026-11-06

McGlone Suttner Wealth Management, Inc.

DECREASED

Shares49,678 from 53,633

Change-3,955 (-7%)

Value$4.1M (-$84.4K)

Filed 2026-10-13

Creative Planning

INCREASED

Shares43,184 from 40,786

Change+2,398 (+6%)

Value$3.5M (+$377.4K)

Filed 2026-11-02

Smith Salley Wealth Management

DECREASED

Shares43,139 from 43,256

Change-117 (0%)

Value$3.5M (+$182.9K)

Filed 2026-11-03

Kestra Private Wealth Services, LLC

INCREASED

Shares41,726 from 25,409

Change+16,317 (+64%)

Value$3.4M (+$1.4M)

Filed 2026-11-06

Lynch & Associates

INCREASED

Shares41,245 from 38,211

Change+3,034 (+8%)

Value$3.4M (+$417.9K)

Filed 2026-10-13

Park Avenue Securities LLC

INCREASED

Shares41,146 from 21,527

Change+19,619 (+91%)

Value$3.4M (+$1.7M)

Filed 2026-10-26

Absolute Capital Management, LLC

NEW

Shares37,312

Change+37,312

Value$3.0M

Filed 2026-10-16

RFG Advisory, LLC

INCREASED

Shares35,096 from 10,040

Change+25,056 (+250%)

Value$2.9M (+$2.1M)

Filed 2026-11-03

Heck Capital Advisors, LLC

INCREASED

Shares34,654 from 30,368

Change+4,286 (+14%)

Value$2.8M (+$485.3K)

Filed 2026-10-14

Sigma Planning Corp

DECREASED

Shares33,894 from 35,883

Change-1,989 (-6%)

Value$2.8M (-$2.8K)

Filed 2026-10-23

Signal Advisors Wealth, LLC

INCREASED

Shares32,717 from 10,059

Change+22,658 (+225%)

Value$2.7M (+$1.9M)

Filed 2026-10-13

Meridian Wealth Management, LLC

INCREASED

Shares30,086 from 23,197

Change+6,889 (+30%)

Value$2.5M (+$666.0K)

Filed 2026-11-05

Armor Investment Advisors, LLC

DECREASED

Shares29,519 from 30,591

Change-1,072 (-3%)

Value$2.4M (+$48.5K)

Filed 2026-10-27

CX Institutional

DECREASED

Shares28,588 from 29,354

Change-766 (-3%)

Value$2.3K (+$68)

Filed 2026-10-02

Aspetuck Financial Management LLC

DECREASED

Shares28,525 from 28,871

Change-346 (-1%)

Value$2.3M (+$100.2K)

Filed 2026-11-04

Rockland Trust Co

DECREASED

Shares28,319 from 29,377

Change-1,058 (-4%)

Value$2.3M (+$44.3K)

Filed 2026-10-05

KDK Private Wealth Management, LLC

DECREASED

Shares25,923 from 25,948

Change-25 (0%)

Value$2.1M (+$113.4K)

Filed 2026-11-03

J.W. Cole Advisors, Inc.

INCREASED

Shares24,821 from 22,402

Change+2,419 (+11%)

Value$2.0M (+$297.3K)

Filed 2026-11-05

Roxbury Financial LLC

DECREASED

Shares24,470 from 24,541

Change-71 (0%)

Value$2.0M (+$103.4K)

Filed 2026-10-01

Beaumont Financial Advisors, LLC

DECREASED

Shares24,122 from 24,686

Change-564 (-2%)

Value$2.0M (+$63.7K)

Filed 2026-10-22

Fifth Third Securities, Inc.

INCREASED

Shares22,632 from 22,509

Change+123 (+1%)

Value$1.8M (+$110.2K)

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares21,717 from 10,735

Change+10,982 (+102%)

Value$1.8M (+$945.0K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares21,549 from 21,068

Change+481 (+2%)

Value$1.7M (+$96.7K)

Filed 2026-10-13

Atlas Brown,Inc.

DECREASED

Shares19,368 from 19,589

Change-221 (-1%)

Value$1.6M (+$69.2K)

Filed 2026-10-09

Atria Investments, Inc

DECREASED

Shares18,313 from 18,610

Change-297 (-2%)

Value$1.5M (+$58.5K)

Filed 2026-10-15

American National Bank & Trust

INCREASED

Shares17,824 from 17,267

Change+557 (+3%)

Value$1.5M (+$122.5K)

Filed 2026-10-07

Cullen T Bankers, Inc.

INCREASED

Shares17,685 from 5,328

Change+12,357 (+232%)

Value$1.4M (+$1.0M)

Filed 2026-10-28

High Point Wealth Management, LLC

INCREASED

Shares14,086 from 13,049

Change+1,037 (+8%)

Value$1.2M (+$142.8K)

Filed 2026-11-05

Partners Wealth Management, LLC

INCREASED

Shares13,985 from 13,935

Change+50 (+0%)

Value$1.1M (+$66.1K)

Filed 2026-10-28

Truist Financial Corp

INCREASED

Shares13,804 from 9,383

Change+4,421 (+47%)

Value$1.1M (+$402.9K)

Filed 2026-10-30

Fisher Asset Management, LLC

INCREASED

Shares13,717 from 10,175

Change+3,542 (+35%)

Value$1.1M (+$334.6K)

Filed 2026-11-06

Elm3 Financial Group, LLC

INCREASED

Shares13,476 from 10,275

Change+3,201 (+31%)

Value$1.1M (+$307.2K)

Filed 2026-10-07

Certified Advisory Corp

INCREASED

Shares13,417 from 12,906

Change+511 (+4%)

Value$1.1M (+$99.2K)

Filed 2026-10-29

Wealthstar Advisors, LLC

INCREASED

Shares12,984 from 11,027

Change+1,957 (+18%)

Value$1.1M (+$209.0K)

Filed 2026-10-19

Crumly & Associates Inc.

INCREASED

Shares12,781 from 11,467

Change+1,314 (+11%)

Value$1.0M (+$158.4K)

Filed 2026-10-07

Retirement Planning Group, LLC

UNCHANGED

Shares12,445 from 12,445

Change0 (0%)

Value$1.0M (+$55.4K)

Filed 2026-10-19

Centerline Wealth Advisors, LLC

INCREASED

Shares12,334 from 11,587

Change+747 (+6%)

Value$1.0M (+$112.6K)

Filed 2026-10-15

Robertson Stephens Wealth Management, LLC

INCREASED

Shares11,944 from 11,249

Change+695 (+6%)

Value$975.8K (+$106.8K)

Filed 2026-10-16

Mosley Wealth Management

INCREASED

Shares11,818 from 9,665

Change+2,153 (+22%)

Value$1.0M (+$258.6K)

Filed 2026-10-16

Blue Jean Financial LLC

DECREASED

Shares11,145 from 11,595

Change-450 (-4%)

Value$910.5K (+$14.8K)

Filed 2026-10-20

Integrated Advisors Network LLC

DECREASED

Shares10,986 from 11,051

Change-65 (-1%)

Value$897.6K (+$43.9K)

Filed 2026-10-20

Smith Shellnut Wilson LLC

NEW

Shares10,815

Change+10,815

Value$883.6K

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares10,729 from 10,983

Change-254 (-2%)

Value$876.5K (+$28.1K)

Filed 2026-10-08

Tandem Capital Management Corp

DECREASED

Shares10,592 from 11,112

Change-520 (-5%)

Value$865.4K (+$7.0K)

Filed 2026-10-22

Glass Jacobson Investment Advisors llc

INCREASED

Shares10,462 from 10,354

Change+108 (+1%)

Value$854.8K (+$54.9K)

Filed 2026-10-26

Pathway Financial Advisers, LLC

INCREASED

Shares10,425 from 10,329

Change+96 (+1%)

Value$851.7K (+$53.9K)

Filed 2026-10-27

Simplicity Wealth,LLC

NEW

Shares10,283

Change+10,283

Value$840.1K

Filed 2026-10-23

Mission Wealth Management, LP

INCREASED

Shares10,007 from 10,006

Change+1 (+0%)

Value$817.5K (+$44.6K)

Filed 2026-10-15

Independence Financial Advisors, LLC

DECREASED

Shares9,949 from 11,255

Change-1,306 (-12%)

Value$812.8K (-$56.7K)

Filed 2026-10-08

Stonebridge Financial Group, LLC

NEW

Shares9,392

Change+9,392

Value$767.4K

Filed 2026-10-01

Independent Financial Group, LLC

INCREASED

Shares9,347 from 8,792

Change+555 (+6%)

Value$763.7K (+$84.5K)

Filed 2026-10-13

Southern Capital Advisors, LLC

INCREASED

Shares9,163 from 9,135

Change+28 (+0%)

Value$748.6K (+$42.9K)

Filed 2026-10-26

Elevation Wealth Management LLC

INCREASED

Shares9,043 from 6,643

Change+2,400 (+36%)

Value$738.9K (+$225.7K)

Filed 2026-11-02

Xcel Wealth Management, LLC

UNCHANGED

Shares8,914 from 8,914

Change0 (0%)

Value$728.3K (+$39.7K)

Filed 2026-10-26

VCI Wealth Management LLC

DECREASED

Shares8,826 from 10,144

Change-1,318 (-13%)

Value$721.1K (-$62.5K)

Filed 2026-10-29

Chicago Partners Investment Group LLC

INCREASED

Shares8,694 from 8,184

Change+510 (+6%)

Value$747.6K (+$106.0K)

Filed 2026-10-27

Concurrent Investment Advisors, LLC

NEW

Shares8,532

Change+8,532

Value$697.1K

Filed 2026-10-16

Bayshore Capital Advisors, LLC

UNCHANGED

Shares7,997 from 7,997

Change0 (0%)

Value$653.4K (+$35.6K)

Filed 2026-11-02

Legacy Financial Strategies, LLC

DECREASED

Shares7,861 from 7,986

Change-125 (-2%)

Value$642.3K (+$25.4K)

Filed 2026-10-15

Schmidt P J Investment Management Inc

DECREASED

Shares7,474 from 7,692

Change-218 (-3%)

Value$610.6K (+$16.4K)

Filed 2026-11-02

LexAurum Advisors, LLC

INCREASED

Shares7,458 from 7,287

Change+171 (+2%)

Value$609.3K (+$46.4K)

Filed 2026-10-19

Merit Financial Group, LLC

INCREASED

Shares7,433 from 7,268

Change+165 (+2%)

Value$607.2K (+$45.8K)

Filed 2026-11-06

Spire Wealth Management

DECREASED

Shares7,399 from 8,539

Change-1,140 (-13%)

Value$604.5K (-$55.1K)

Filed 2026-10-30

Roman Butler Fullerton & Co

UNCHANGED

Shares7,364 from 7,364

Change0 (0%)

Value$620.5K (+$42.7K)

Filed 2026-10-27

Monte Financial Group, LLC

INCREASED

Shares7,209 from 6,915

Change+294 (+4%)

Value$589.0K (+$44.4K)

Filed 2026-11-02

Warner Financial, Inc

INCREASED

Shares7,156 from 7,134

Change+22 (+0%)

Value$584.7K (+$33.6K)

Filed 2026-11-06

Signature Wealth Management Partners, LLC

UNCHANGED

Shares7,123 from 7,123

Change0 (0%)

Value$581.9K (+$31.7K)

Filed 2026-10-21

Smith Chas P & Associates PA Cpas

INCREASED

Shares7,014 from 6,884

Change+130 (+2%)

Value$593.0K (+$61.2K)

Filed 2026-10-22

Mcrae Capital Management Inc

INCREASED

Shares6,764 from 6,660

Change+104 (+2%)

Value$552.6K (+$38.1K)

Filed 2026-10-15

Centennial Wealth Advisory LLC

INCREASED

Shares6,703 from 6,633

Change+70 (+1%)

Value$549.5K (+$37.0K)

Filed 2026-10-16

Vicus Capital

DECREASED

Shares6,631 from 6,718

Change-87 (-1%)

Value$541.7K (+$22.7K)

Filed 2026-11-05

HRC Wealth Management, LLC

DECREASED

Shares6,531 from 6,776

Change-245 (-4%)

Value$533.6K (+$10.2K)

Filed 2026-10-16

Traphagen Investment Advisors LLC

DECREASED

Shares6,077 from 6,439

Change-362 (-6%)

Value$496.5K (-$940)

Filed 2026-10-14

Demars Financial Group, LLC

DECREASED

Shares5,982 from 6,002

Change-20 (0%)

Value$488.8K (+$25.1K)

Filed 2026-10-22

CDM Financial Counseling Services, Inc.

INCREASED

Shares5,919 from 5,918

Change+1 (+0%)

Value$483.6K (+$26.4K)

Filed 2026-10-15

Soltis Investment Advisors LLC

INCREASED

Shares5,900 from 5,527

Change+373 (+7%)

Value$482.0K (+$55.0K)

Filed 2026-10-28

Compound Planning, Inc.

DECREASED

Shares5,815 from 6,049

Change-234 (-4%)

Value$475.1K (+$7.8K)

Filed 2026-11-05

Pension & Wealth Management Advisors, Inc.

DECREASED

Shares5,798 from 5,915

Change-117 (-2%)

Value$473.8K (+$16.8K)

Filed 2026-10-16

Define Financial, LLC

INCREASED

Shares5,697 from 5,680

Change+17 (+0%)

Value$465.5K (+$26.7K)

Filed 2026-10-14

Swmg, LLC

DECREASED

Shares5,624 from 6,003

Change-379 (-6%)

Value$489.0K (+$25.8K)

Filed 2026-10-23

Savant Capital, LLC

INCREASED

Shares5,604 from 3,433

Change+2,171 (+63%)

Value$457.9K (+$189.1K)

Filed 2026-11-06

PUREfi Wealth, LLC

UNCHANGED

Shares5,599 from 5,599

Change0 (0%)

Value$457.4K (+$24.9K)

Filed 2026-10-19

Avior Wealth Management, LLC

DECREASED

Shares5,571 from 5,840

Change-269 (-5%)

Value$455.1K (+$4.0K)

Filed 2026-10-13

Mascoma Wealth Management LLC

DECREASED

Shares5,437 from 5,478

Change-41 (-1%)

Value$444.2K (+$21.0K)

Filed 2026-10-23

LifeSteps Financial, Inc.

DECREASED

Shares5,390 from 5,644

Change-254 (-4%)

Value$440.4K (+$4.4K)

Filed 2026-10-15

Richard C. Young & Co., Ltd.

DECREASED

Shares5,368 from 5,763

Change-395 (-7%)

Value$438.6K (-$6.6K)

Filed 2026-11-04

Ipsen Advisor Group LLC

DECREASED

Shares5,234 from 5,302

Change-68 (-1%)

Value$427.6K (+$18.0K)

Filed 2026-10-29

Modera Wealth Management, LLC

UNCHANGED

Shares5,165 from 5,165

Change0 (0%)

Value$422.0K (+$23.0K)

Filed 2026-10-28

Partnership Wealth Management, LLC

DECREASED

Shares5,094 from 5,355

Change-261 (-5%)

Value$416.2K (+$2.5K)

Filed 2026-10-05

Lanark Financial, Inc.

DECREASED

Shares5,058 from 5,175

Change-117 (-2%)

Value$413.2K (+$13.4K)

Filed 2026-10-26

HB Wealth Management, LLC

INCREASED

Shares5,052 from 4,934

Change+118 (+2%)

Value$412.7K (+$31.6K)

Filed 2026-10-23

Wedbush Securities Inc

NEW

Shares4,808

Change+4,808

Value$393.0K

Filed 2026-10-22

Founders Financial Securities LLC

DECREASED

Shares4,757 from 4,994

Change-237 (-5%)

Value$388.7K (+$2.8K)

Filed 2026-10-28

Valley Brook Capital Group, Inc.

DECREASED

Shares4,672 from 4,772

Change-100 (-2%)

Value$381.7K (+$13.1K)

Filed 2026-10-26

PFG Advisors

INCREASED

Shares4,657 from 4,653

Change+4 (+0%)

Value$380.5K (+$21.1K)

Filed 2026-10-16

Good Harbor Advisors, Inc.

UNCHANGED

Shares4,538 from 4,538

Change0 (0%)

Value$370.8K (+$20.2K)

Filed 2026-10-20

Calamos Wealth Management LLC

DECREASED

Shares4,486 from 4,573

Change-87 (-2%)

Value$366.5K (+$13.2K)

Filed 2026-11-02

Boyer Financial Services, Inc.

UNCHANGED

Shares4,430 from 4,430

Change0 (0%)

Value$361.9K (+$9.0K)

Filed 2026-10-23

Eagle Capital Management, LLC

UNCHANGED

Shares4,370 from 4,370

Change0 (0%)

Value$357.0K (+$356.7K)

Filed 2026-10-19

LongView Wealth Management

INCREASED

Shares4,300 from 4,159

Change+141 (+3%)

Value$351.3K (+$30.0K)

Filed 2026-10-19

StoneX Group Inc.

INCREASED

Shares4,142 from 4,134

Change+8 (+0%)

Value$338.4K (+$19.0K)

Filed 2026-11-03

Brookstone Capital Management

DECREASED

Shares4,061 from 4,144

Change-83 (-2%)

Value$331.8K (+$11.7K)

Filed 2026-10-22

Wilkins Miller Wealth Management, LLC

NEW

Shares4,041

Change+4,041

Value$330.2K

Filed 2026-10-13

Artemis Wealth Advisors, LLC

INCREASED

Shares3,970 from 3,960

Change+10 (+0%)

Value$324.4K (+$18.5K)

Filed 2026-11-05

Redwood Financial Network Corp

INCREASED

Shares3,903 from 2,822

Change+1,081 (+38%)

Value$318.9K (+$100.8K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

INCREASED

Shares3,696 from 3,594

Change+102 (+3%)

Value$301.9K (+$24.3K)

Filed 2026-11-06

Apex Wealth Management, LLC

UNCHANGED

Shares3,650 from 3,650

Change0 (0%)

Value$298.2K (+$16.2K)

Filed 2026-10-20

Buska Wealth Management, LLC

DECREASED

Shares3,584 from 4,314

Change-730 (-17%)

Value$292.8K (-$40.5K)

Filed 2026-10-08

Sowell Financial Services LLC

INCREASED

Shares3,561 from 3,546

Change+15 (+0%)

Value$291.0K (+$17.0K)

Filed 2026-10-23

KW Wealth Management LLC

NEW

Shares3,511

Change+3,511

Value$286.8K

Filed 2026-10-28

Mesirow Financial Investment Management, Inc.

UNCHANGED

Shares3,333 from 3,333

Change0 (0%)

Value$272.3K (+$14.8K)

Filed 2026-11-05

Brighton Jones LLC

INCREASED

Shares3,248 from 3,035

Change+213 (+7%)

Value$265.4K (+$30.9K)

Filed 2026-11-03

Sweeney & Michel, LLC

DECREASED

Shares3,230 from 3,622

Change-392 (-11%)

Value$263.9K (-$28.3K)

Filed 2026-10-16

D'Orazio & Associates, Inc.

UNCHANGED

Shares3,176 from 3,176

Change0 (0%)

Value$259.4K (+$14.1K)

Filed 2026-11-04

Commonwealth Financial Services, LLC

UNCHANGED

Shares3,156 from 3,156

Change0 (0%)

Value$257.8K (+$14.0K)

Filed 2026-10-20

Sovran Advisors, LLC

UNCHANGED

Shares3,102 from 3,102

Change0 (0%)

Value$274.1K (+$24.4K)

Filed 2026-11-02

PKS Advisory Services, LLC

UNCHANGED

Shares3,102 from 3,102

Change0 (0%)

Value$239.6K ($0)

Filed 2026-10-26

Cornell Pochily Investment Advisors, Inc.

NEW

Shares3,069

Change+3,069

Value$250.7K

Filed 2026-10-19

BIP Wealth, LLC

INCREASED

Shares3,031 from 2,776

Change+255 (+9%)

Value$247.6K (+$33.2K)

Filed 2026-10-22

Money Concepts Capital Corp

INCREASED

Shares2,916 from 2,913

Change+3 (+0%)

Value$238.2K (+$13.2K)

Filed 2026-11-06

HBK Sorce Advisory LLC

UNCHANGED

Shares2,850 from 2,850

Change0 (0%)

Value$251.5K (+$24.3K)

Filed 2026-11-06

WealthCare Investment Partners, LLC

DECREASED

Shares2,739 from 3,417

Change-678 (-20%)

Value$223.7K (-$40.2K)

Filed 2026-11-05

Eley Financial Management, Inc

DECREASED

Shares2,699 from 3,334

Change-635 (-19%)

Value$220.5K (-$37.0K)

Filed 2026-11-03

KCM Investment Advisors LLC

DECREASED

Shares2,682 from 3,001

Change-319 (-11%)

Value$219.1K (-$12.7K)

Filed 2026-10-27

Allworth Financial LP

INCREASED

Shares2,650 from 2,112

Change+538 (+25%)

Value$204.7K (+$41.6K)

Filed 2026-11-06

Wesbanco Bank Inc

UNCHANGED

Shares2,606 from 2,606

Change0 (0%)

Value$212.9K (+$11.6K)

Filed 2026-11-04

Fifth Third Bancorp

INCREASED

Shares2,558 from 2,480

Change+78 (+3%)

Value$209.0K (+$17.4K)

Filed 2026-11-05

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares2,484 from 2,484

Change0 (0%)

Value$202.9K (+$11.1K)

Filed 2026-10-15

Ellis Investment Partners, LLC

NEW

Shares2,470

Change+2,470

Value$201.9K

Filed 2026-10-21

Piscataqua Savings Bank

UNCHANGED

Shares2,339 from 2,339

Change0 (0%)

Value$191.1K (+$10.4K)

Filed 2026-10-21

Rosenberg Matthew Hamilton

UNCHANGED

Shares2,208 from 2,208

Change0 (0%)

Value$180.4K (+$9.8K)

Filed 2026-10-05

Financial Perspectives, Inc

INCREASED

Shares2,008 from 2,005

Change+3 (+0%)

Value$164.0K (+$9.2K)

Filed 2026-11-03

Signaturefd, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$163.4K (+$8.9K)

Filed 2026-10-23

Montag A & Associates Inc

UNCHANGED

Shares1,925 from 1,925

Change0 (0%)

Value$157.3K (+$8.6K)

Filed 2026-10-29

Latitude Advisors, LLC

NEW

Shares1,520

Change+1,520

Value$124.2K

Filed 2026-10-27

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1,481 from 1,481

Change0 (0%)

Value$121.0K (+$6.6K)

Filed 2026-10-27

Golden State Wealth Management, LLC

UNCHANGED

Shares1,392 from 1,392

Change0 (0%)

Value$113.7K (+$6.2K)

Filed 2026-11-02

CoreCap Advisors, LLC

UNCHANGED

Shares1,311 from 1,311

Change0 (0%)

Value$107.1K (+$5.8K)

Filed 2026-10-08

Sage Mountain Advisors LLC

UNCHANGED

Shares1,293 from 1,293

Change0 (0%)

Value$105.6K (+$5.8K)

Filed 2026-11-02

Private Trust Co NA

DECREASED

Shares1,113 from 1,116

Change-3 (0%)

Value$90.9K (+$4.7K)

Filed 2026-10-20

Buck Wealth Strategies, LLC

DECREASED

Shares1,027 from 1,071

Change-44 (-4%)

Value$83.9K (+$1.2K)

Filed 2026-10-28

Creative Financial Designs Inc

INCREASED

Shares983 from 686

Change+297 (+43%)

Value$80.3K (+$27.3K)

Filed 2026-11-04

Parallel Advisors, LLC

INCREASED

Shares976 from 975

Change+1 (+0%)

Value$79.7K (+$4.3K)

Filed 2026-11-03

Allspring Global Investments Holdings, LLC

INCREASED

Shares937 from 519

Change+418 (+81%)

Value$75.5K (+$34.3K)

Filed 2026-11-04

Elevated Capital Advisors, LLC

DECREASED

Shares923 from 13,590

Change-12,667 (-93%)

Value$75.4K (-$974.5K)

Filed 2026-11-04

Friedenthal Financial

NEW

Shares855

Change+855

Value$69.9K

Filed 2026-10-27

Holos Integrated Wealth LLC

UNCHANGED

Shares848 from 848

Change0 (0%)

Value$71.4K (+$3.5K)

Filed 2026-10-23

Hanson & Doremus Investment Management

UNCHANGED

Shares711 from 711

Change0 (0%)

Value$58.0K (+$3.0K)

Filed 2026-10-16

First Community Trust NA

UNCHANGED

Shares637 from 637

Change0 (0%)

Value$52.0K (+$2.8K)

Filed 2026-10-07

Mather Group, Llc.

DECREASED

Shares600 from 601

Change-1 (0%)

Value$49.0K (+$2.6K)

Filed 2026-10-14

Clearstead Advisors, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$49.0K (+$2.7K)

Filed 2026-11-06

Arlington Trust Co LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$49.0K (+$2.7K)

Filed 2026-10-20

Harbor Asset Planning, Inc.

UNCHANGED

Shares523 from 523

Change0 (0%)

Value$42.7K (+$2.3K)

Filed 2026-10-23

Advocate Investing Services LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$40.9K (+$2.2K)

Filed 2026-10-26

Gables Capital Management Inc.

UNCHANGED

Shares465 from 465

Change0 (0%)

Value$38.0K (+$2.1K)

Filed 2026-11-04

GHP Investment Advisors, Inc.

UNCHANGED

Shares451 from 451

Change0 (0%)

Value$36.9K (+$2.0K)

Filed 2026-10-15

Asset Planning,Inc

UNCHANGED

Shares406 from 406

Change0 (0%)

Value$33.2K (+$1.8K)

Filed 2026-10-26

Rossby Financial, LCC

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$31.0K (+$1.7K)

Filed 2026-11-05

Signature Equity Partners, LLC

NEW

Shares375

Change+375

Value$30.6K

Filed 2026-10-29

Tompkins Financial Corp

UNCHANGED

Shares330 from 330

Change0 (0%)

Value$27.0K (+$1.5K)

Filed 2026-10-05

Center for Financial Planning, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$24.5K (+$1.3K)

Filed 2026-10-26

Nfsg Corp

UNCHANGED

Shares287 from 287

Change0 (0%)

Value$23.4K (+$1.3K)

Filed 2026-10-15

Asset Dedication, LLC

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$22.5K (+$1.2K)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares272 from 315

Change-43 (-14%)

Value$22.2K (-$2.1K)

Filed 2026-11-05

Cassaday & Co Wealth Management LLC

NEW

Shares243

Change+243

Value$19.9K

Filed 2026-10-27

Downshift Financial, LLC

UNCHANGED

Shares241 from 241

Change0 (0%)

Value$19.7K (+$1.1K)

Filed 2026-10-13

Cape Investment Advisory, Inc.

DECREASED

Shares227 from 233

Change-6 (-3%)

Value$18.5K (+$546)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$18.4K (+$1.1K)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

DECREASED

Shares220 from 420

Change-200 (-48%)

Value$18.0K (-$14.5K)

Filed 2026-10-30

Blue Trust, Inc.

INCREASED

Shares205 from 200

Change+5 (+3%)

Value$16.8K (+$1.3K)

Filed 2026-10-15

EPG Wealth Management LLC

INCREASED

Shares203 from 202

Change+1 (+1%)

Value$16.6K (+$952)

Filed 2026-11-03

Silver Grove Financial Group, Inc.

INCREASED

Shares193 from 166

Change+27 (+16%)

Value$15.8K (+$2.9K)

Filed 2026-11-05

Signature Resources Capital Management, LLC

UNCHANGED

Shares187 from 187

Change0 (0%)

Value$15.3K (+$832)

Filed 2026-10-16

Caldwell Trust Co

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$13.2K (+$717)

Filed 2026-10-30

Security National Bank

NEW

Shares154

Change+154

Value$12.6K

Filed 2026-10-26

Quest 10 Wealth Builders, Inc.

INCREASED

Shares144 from 119

Change+25 (+21%)

Value$11.8K (+$2.6K)

Filed 2026-11-02

Root Financial Partners, LLC

NEW

Shares143

Change+143

Value$11.7K

Filed 2026-10-21

Triumph Capital Management

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$11.4K (+$623)

Filed 2026-10-14

Decker Retirement Planning Inc.

DECREASED

Shares138 from 277

Change-139 (-50%)

Value$11.3K (-$10.1K)

Filed 2026-10-19

Pillar Financial Advisors, LLC

UNCHANGED

Shares128 from 128

Change0 (0%)

Value$10.5K (+$570)

Filed 2026-10-21

Key Capital Management, Inc

INCREASED

Shares121 from 89

Change+32 (+36%)

Value$9.9K (+$3.0K)

Filed 2026-11-03

Valley National Advisers Inc

INCREASED

Shares111 from 108

Change+3 (+3%)

Value$9.1K (+$728)

Filed 2026-10-23

Abound Wealth Management

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$8.8K (+$483)

Filed 2026-10-26

Hoey Investments, Inc

UNCHANGED

Shares107 from 107

Change0 (0%)

Value$8.7K (+$476)

Filed 2026-10-29

Compass Financial Management LLC

NEW

Shares106

Change+106

Value$8.7K

Filed 2026-10-30

TD Waterhouse Canada Inc.

NEW

Shares100

Change+100

Value$8.1K

Filed 2026-10-16

Hickory Point Bank & Trust

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$7.3K (+$396)

Filed 2026-10-01

Brown, Lisle Ings, Inc.

UNCHANGED

Shares82 from 82

Change0 (0%)

Value$6.7K (+$364)

Filed 2026-10-16

Russell Investments Group, Ltd.

INCREASED

Shares73 from 4

Change+69 (+1725%)

Value$6.0K (+$5.7K)

Filed 2026-11-06

Nvest Wealth Strategies, Inc.

NEW

Shares66

Change+66

Value$5.4K

Filed 2026-10-14

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$5.0K (+$272)

Filed 2026-11-03

Physician Wealth Advisors, Inc.

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$5.0K (+$271)

Filed 2026-10-20

Tounjian Advisory Partners, LLC

DECREASED

Shares60 from 75

Change-15 (-20%)

Value$4.9K (-$893)

Filed 2026-11-04

Main Street Group, LTD

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$4.9K (+$267)

Filed 2026-10-28

JFS Wealth Advisors, LLC

DECREASED

Shares57 from 140

Change-83 (-59%)

Value$4.7K (-$6.1K)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares51

Change+51

Value$4.2K

Filed 2026-10-30

Wolff Wiese Magana LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$4.0K (+$218)

Filed 2026-10-15

Lloyd Advisory Services, Llc.

NEW

Shares32

Change+32

Value$2.6K

Filed 2026-11-02

Birchbrook, Inc.

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$2.1K (+$116)

Filed 2026-10-14

Kingdom Financial Group Llc.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.7K (+$99)

Filed 2026-11-04

Rydar Equities, Inc.

NEW

Shares17

Change+17

Value$1.4K

Filed 2026-10-13

Evermay Wealth Management LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.4K (+$75)

Filed 2026-11-05

Hughes Financial Services, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$884 (+$111)

Filed 2026-10-30

AlphaCore Capital LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$245 (+$13)

Filed 2026-11-04

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$43 (+$3)

Filed 2026-10-16

TTP Investments, Inc.

CLOSED

Shares0 from 230,921

Change-230,921 (-100%)

Value$0 (-$17.8M)

Filed 2026-10-30

Q3 Asset Management

CLOSED

Shares0 from 95,065

Change-95,065 (-100%)

Value$0 (-$7.3M)

Filed 2026-11-06

TBH Global Asset Management, LLC

CLOSED

Shares0 from 6,699

Change-6,699 (-100%)

Value$0 (-$517.5K)

Filed 2026-11-03

Astra Wealth Partners LLC

CLOSED

Shares0 from 4,570

Change-4,570 (-100%)

Value$0 (-$353.0K)

Filed 2026-11-06

World Equity Group, Inc.

CLOSED

Shares0 from 4,497

Change-4,497 (-100%)

Value$0 (-$347.6K)

Filed 2026-10-14

AtlasMark Financial, Inc

CLOSED

Shares0 from 4,400

Change-4,400 (-100%)

Value$0 (-$339.9K)

Filed 2026-10-13

SVB Wealth LLC

CLOSED

Shares0 from 3,938

Change-3,938 (-100%)

Value$0 (-$304.2K)

Filed 2026-11-06

Solstein Capital, LLC

CLOSED

Shares0 from 518

Change-518 (-100%)

Value$0 (-$40.0K)

Filed 2026-11-02

Salem Investment Counselors Inc

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$38.6K)

Filed 2026-10-13

SYM Financial Corp

CLOSED

Shares0 from 468

Change-468 (-100%)

Value$0 (-$36.1K)

Filed 2026-10-26

Acumen Wealth Advisors, LLC

CLOSED

Shares0 from 426

Change-426 (-100%)

Value$0 (-$32.9K)

Filed 2026-11-05

AdvisorNet Financial, Inc

CLOSED

Shares0 from 290

Change-290 (-100%)

Value$0 (-$22.4K)

Filed 2026-10-15

Financial Network Wealth Advisors LLC

CLOSED

Shares0 from 142

Change-142 (-100%)

Value$0 (-$11.0K)

Filed 2026-10-28

POM Investment Strategies, LLC

CLOSED

Shares0 from 46

Change-46 (-100%)

Value$0 (-$3.6K)

Filed 2026-10-20

Mountain Hill Investment Partners Corp.

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-23

Avion Wealth

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 ($0)

Filed 2026-11-04

Reap Financial Group, LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$618)

Filed 2026-11-02

Founders Capital Management

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$425)

Filed 2026-10-13

Central Pacific Bank - Trust Division

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$386)

Filed 2026-10-06

Mondrian Investment Partners LTD

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$152)

Filed 2026-10-23

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$767.8K (+$38.0K)

Filed 2026-10-29

Charles Schwab Investment Management Inc

N/A

Shares— from 3,005,747

Change-3,005,747 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,487,576

Change-1,487,576 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 580,998

Change-580,998 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 569,997

Change-569,997 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 283,047

Change-283,047 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 270,393

Change-270,393 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 254,403

Change-254,403 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 247,424

Change-247,424 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 218,427

Change-218,427 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 170,970

Change-170,970 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 113,826

Change-113,826 (-100%)

Value—

FMR LLC

N/A

Shares— from 113,518

Change-113,518 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 113,358

Change-113,358 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 107,226

Change-107,226 (-100%)

Value—

Spinnaker Trust

N/A

Shares— from 104,144

Change-104,144 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 100,771

Change-100,771 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 100,270

Change-100,270 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 96,473

Change-96,473 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 95,707

Change-95,707 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 92,157

Change-92,157 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 91,620

Change-91,620 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 74,825

Change-74,825 (-100%)

Value—

NorthCoast Asset Management LLC

N/A

Shares— from 69,760

Change-69,760 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 62,324

Change-62,324 (-100%)

Value—

UBS Group AG

N/A

Shares— from 57,648

Change-57,648 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 55,734

Change-55,734 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 51,615

Change-51,615 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 46,932

Change-46,932 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 44,399

Change-44,399 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 42,969

Change-42,969 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 39,098

Change-39,098 (-100%)

Value—

Beckerman Institutional, LLC

N/A

Shares— from 35,930

Change-35,930 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 34,692

Change-34,692 (-100%)

Value—

Richmond Brothers, Inc.

N/A

Shares— from 34,305

Change-34,305 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 33,209

Change-33,209 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 32,475

Change-32,475 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 32,296

Change-32,296 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 31,050

Change-31,050 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 30,971

Change-30,971 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 26,744

Change-26,744 (-100%)

Value—

Stock Yards Bank & Trust Co

N/A

Shares— from 25,986

Change-25,986 (-100%)

Value—

Jacobs Equity LLC

N/A

Shares— from 25,775

Change-25,775 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 25,754

Change-25,754 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 24,827

Change-24,827 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 22,451

Change-22,451 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 21,848

Change-21,848 (-100%)

Value—

Maxele Advisors, LLC

N/A

Shares— from 21,567

Change-21,567 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 21,065

Change-21,065 (-100%)

Value—

Prospect Financial Services LLC

N/A

Shares— from 18,767

Change-18,767 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 17,088

Change-17,088 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 16,577

Change-16,577 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 13,189

Change-13,189 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,915

Change-12,915 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 12,776

Change-12,776 (-100%)

Value—

Birchcreek Wealth Management, LLC

N/A

Shares— from 12,694

Change-12,694 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 12,469

Change-12,469 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 11,638

Change-11,638 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 10,017

Change-10,017 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 8,667

Change-8,667 (-100%)

Value—

Eldridge Investment Advisors, Inc.

N/A

Shares— from 8,300

Change-8,300 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 8,102

Change-8,102 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 7,989

Change-7,989 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,976

Change-7,976 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 7,728

Change-7,728 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 7,646

Change-7,646 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 7,607

Change-7,607 (-100%)

Value—

Whalerock Point Partners, LLC

N/A

Shares— from 7,233

Change-7,233 (-100%)

Value—

Wealth Management Associates, Inc.

N/A

Shares— from 7,161

Change-7,161 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 6,918

Change-6,918 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 6,508

Change-6,508 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 5,887

Change-5,887 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 5,771

Change-5,771 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 5,640

Change-5,640 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 5,543

Change-5,543 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 5,219

Change-5,219 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 5,047

Change-5,047 (-100%)

Value—

Madison Wealth Partners, Inc

N/A

Shares— from 5,008

Change-5,008 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 4,991

Change-4,991 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 4,813

Change-4,813 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,680

Change-4,680 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 4,643

Change-4,643 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 4,536

Change-4,536 (-100%)

Value—

Carr Financial Group Corp

N/A

Shares— from 4,464

Change-4,464 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 4,150

Change-4,150 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 4,146

Change-4,146 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 4,042

Change-4,042 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,036

Change-4,036 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 4,031

Change-4,031 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 3,813

Change-3,813 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 3,668

Change-3,668 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 3,648

Change-3,648 (-100%)

Value—

River Wealth Advisors LLC

N/A

Shares— from 3,527

Change-3,527 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 3,422

Change-3,422 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,374

Change-3,374 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,365

Change-3,365 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 3,323

Change-3,323 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 3,147

Change-3,147 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 3,066

Change-3,066 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 2,970

Change-2,970 (-100%)

Value—

Alpha Capital Advisors Inc

N/A

Shares— from 2,950

Change-2,950 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 2,903

Change-2,903 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 2,903

Change-2,903 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 2,898

Change-2,898 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 2,896

Change-2,896 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 2,840

Change-2,840 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 2,797

Change-2,797 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 2,794

Change-2,794 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 2,794

Change-2,794 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 2,737

Change-2,737 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 2,679

Change-2,679 (-100%)

Value—

Prasad Wealth Partners, LLC

N/A

Shares— from 2,618

Change-2,618 (-100%)

Value—

Leigh Baldwin & Co., LLC

N/A

Shares— from 2,609

Change-2,609 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,863

Change-1,863 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 1,604

Change-1,604 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 1,593

Change-1,593 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,401

Change-1,401 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 1,004

Change-1,004 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 991

Change-991 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 975

Change-975 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 946

Change-946 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 896

Change-896 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 798

Change-798 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 780

Change-780 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 687

Change-687 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 665

Change-665 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 650

Change-650 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 553

Change-553 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 530

Change-530 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 483

Change-483 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 286

Change-286 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 273

Change-273 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 242

Change-242 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 241

Change-241 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 234

Change-234 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 233

Change-233 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 224

Change-224 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 192

Change-192 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 163

Change-163 (-100%)

Value—

Motco

N/A

Shares— from 146

Change-146 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 133

Change-133 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 133

Change-133 (-100%)

Value—

Anchor Bay Capital, Inc.

N/A

Shares— from 112

Change-112 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 74

Change-74 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 67

Change-67 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 50

Change-50 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 0

Change0

Value—

	Status
Lido Advisors, LLC	DECREASED	2,060,776	2,091,112	-30,336	-1%	$161.5M	$168.4M	+$6.8M	2026-11-04
LPL Financial LLC	INCREASED	935,797	882,513	+53,284	+6%	$68.2M	$76.5M	+$8.3M	2026-11-06
AGF Management LTD	DECREASED	758,733	953,891	-195,158	-20%	$73.7M	$62.0M	-$11.7M	2026-11-03
Weatherly Asset Management L. P.	INCREASED	325,277	313,281	+11,996	+4%	$24.2M	$26.6M	+$2.4M	2026-10-20
Kestra Advisory Services, LLC	INCREASED	294,148	269,400	+24,748	+9%	$20.8M	$24.0M	+$3.2M	2026-11-02
Investors Research Corp	DECREASED	203,231	216,139	-12,908	-6%	$16.7M	$16.6M	-$92.8K	2026-10-07
Buttonwood Financial Advisors Inc.	DECREASED	195,424	200,861	-5,437	-3%	$15.5M	$16.0M	+$449.6K	2026-10-13
Marotta Asset Management	DECREASED	189,752	204,237	-14,485	-7%	$15.9M	$15.5M	-$366.5K	2026-10-02
Commonwealth Equity Services, LLC	DECREASED	185,730	392,229	-206,499	-53%	$30.3M	$15.2M	-$15.1M	2026-11-02
Gimbal Financial	DECREASED	182,078	184,965	-2,887	-2%	$14.3M	$14.9M	+$587.3K	2026-10-19
Assetmark, Inc	DECREASED	178,598	178,834	-236	0%	$13.8M	$14.6M	+$776.5K	2026-10-21
Fischer Financial Services, Inc.	INCREASED	174,539	174,197	+342	+0%	$13.5M	$14.3M	+$803.2K	2026-10-30
Altfest L J & Co Inc	DECREASED	174,263	232,582	-58,319	-25%	$18.0M	$14.2M	-$3.7M	2026-10-27
Aprio Wealth Management, LLC	DECREASED	172,097	186,731	-14,634	-8%	$14.4M	$14.1M	-$364.6K	2026-10-28
Apollon Wealth Management, LLC	INCREASED	158,177	153,172	+5,005	+3%	$11.8M	$12.9M	+$1.1M	2026-10-23
Bank of New York Mellon Corp	INCREASED	140,762	73,413	+67,349	+92%	$5.7M	$11.5M	+$5.8M	2026-11-05
Strengthening Families & Communities, LLC	DECREASED	123,633	159,326	-35,693	-22%	$12.3M	$10.1M	-$2.2M	2026-10-21
Heirloom Wealth Management	DECREASED	117,912	212,893	-94,981	-45%	$16.4M	$9.6M	-$6.8M	2026-10-14
Cambridge Investment Research Advisors, Inc.	DECREASED	114,443	124,529	-10,086	-8%	$9.6M	$9.4M	-$270.0K	2026-11-02
Yoder Wealth Management, Inc.	DECREASED	98,220	102,134	-3,914	-4%	$7.9M	$8.0M	+$134.7K	2026-10-13
Citigroup Inc	DECREASED	96,006	98,234	-2,228	-2%	$7.6M	$7.8M	+$255.1K	2026-11-04
Larson Financial Group LLC	INCREASED	95,197	94,065	+1,132	+1%	$7.3M	$7.8M	+$511.1K	2026-11-05
Traynor Capital Management, Inc.	DECREASED	74,568	79,857	-5,289	-7%	$6.2M	$6.1M	-$76.7K	2026-10-29
Financial Partners Group, Inc	INCREASED	73,570	72,729	+841	+1%	$5.6M	$6.0M	+$392.4K	2026-10-19
Maltin Wealth Management, Inc.	INCREASED	62,018	61,848	+170	+0%	$4.8M	$5.1M	+$289.1K	2026-10-13
Barry Investment Advisors, LLC	DECREASED	53,070	55,280	-2,210	-4%	$4.3M	$4.3M	+$65.4K	2026-10-14
Valmark Advisers, Inc.	DECREASED	52,067	52,750	-683	-1%	$4.1M	$4.3M	+$178.9K	2026-11-06
McGlone Suttner Wealth Management, Inc.	DECREASED	49,678	53,633	-3,955	-7%	$4.1M	$4.1M	-$84.4K	2026-10-13
Creative Planning	INCREASED	43,184	40,786	+2,398	+6%	$3.2M	$3.5M	+$377.4K	2026-11-02
Smith Salley Wealth Management	DECREASED	43,139	43,256	-117	0%	$3.3M	$3.5M	+$182.9K	2026-11-03
Kestra Private Wealth Services, LLC	INCREASED	41,726	25,409	+16,317	+64%	$2.0M	$3.4M	+$1.4M	2026-11-06
Lynch & Associates	INCREASED	41,245	38,211	+3,034	+8%	$3.0M	$3.4M	+$417.9K	2026-10-13
Park Avenue Securities LLC	INCREASED	41,146	21,527	+19,619	+91%	$1.7M	$3.4M	+$1.7M	2026-10-26
Absolute Capital Management, LLC	NEW	37,312	—	+37,312	—	—	$3.0M	—	2026-10-16
RFG Advisory, LLC	INCREASED	35,096	10,040	+25,056	+250%	$775.6K	$2.9M	+$2.1M	2026-11-03
Heck Capital Advisors, LLC	INCREASED	34,654	30,368	+4,286	+14%	$2.3M	$2.8M	+$485.3K	2026-10-14
Sigma Planning Corp	DECREASED	33,894	35,883	-1,989	-6%	$2.8M	$2.8M	-$2.8K	2026-10-23
Signal Advisors Wealth, LLC	INCREASED	32,717	10,059	+22,658	+225%	$777.1K	$2.7M	+$1.9M	2026-10-13
Meridian Wealth Management, LLC	INCREASED	30,086	23,197	+6,889	+30%	$1.8M	$2.5M	+$666.0K	2026-11-05
Armor Investment Advisors, LLC	DECREASED	29,519	30,591	-1,072	-3%	$2.4M	$2.4M	+$48.5K	2026-10-27
CX Institutional	DECREASED	28,588	29,354	-766	-3%	$2.3K	$2.3K	+$68	2026-10-02
Aspetuck Financial Management LLC	DECREASED	28,525	28,871	-346	-1%	$2.2M	$2.3M	+$100.2K	2026-11-04
Rockland Trust Co	DECREASED	28,319	29,377	-1,058	-4%	$2.3M	$2.3M	+$44.3K	2026-10-05
KDK Private Wealth Management, LLC	DECREASED	25,923	25,948	-25	0%	$2.0M	$2.1M	+$113.4K	2026-11-03
J.W. Cole Advisors, Inc.	INCREASED	24,821	22,402	+2,419	+11%	$1.7M	$2.0M	+$297.3K	2026-11-05
Roxbury Financial LLC	DECREASED	24,470	24,541	-71	0%	$1.9M	$2.0M	+$103.4K	2026-10-01
Beaumont Financial Advisors, LLC	DECREASED	24,122	24,686	-564	-2%	$1.9M	$2.0M	+$63.7K	2026-10-22
Fifth Third Securities, Inc.	INCREASED	22,632	22,509	+123	+1%	$1.7M	$1.8M	+$110.2K	2026-10-21
IFP Advisors, Inc	INCREASED	21,717	10,735	+10,982	+102%	$829.3K	$1.8M	+$945.0K	2026-10-16
Wealth Enhancement Advisory Services, LLC	INCREASED	21,549	21,068	+481	+2%	$1.7M	$1.7M	+$96.7K	2026-10-13
Atlas Brown,Inc.	DECREASED	19,368	19,589	-221	-1%	$1.5M	$1.6M	+$69.2K	2026-10-09
Atria Investments, Inc	DECREASED	18,313	18,610	-297	-2%	$1.4M	$1.5M	+$58.5K	2026-10-15
American National Bank & Trust	INCREASED	17,824	17,267	+557	+3%	$1.3M	$1.5M	+$122.5K	2026-10-07
Cullen T Bankers, Inc.	INCREASED	17,685	5,328	+12,357	+232%	$411.6K	$1.4M	+$1.0M	2026-10-28
High Point Wealth Management, LLC	INCREASED	14,086	13,049	+1,037	+8%	$1.0M	$1.2M	+$142.8K	2026-11-05
Partners Wealth Management, LLC	INCREASED	13,985	13,935	+50	+0%	$1.1M	$1.1M	+$66.1K	2026-10-28
Truist Financial Corp	INCREASED	13,804	9,383	+4,421	+47%	$724.9K	$1.1M	+$402.9K	2026-10-30
Fisher Asset Management, LLC	INCREASED	13,717	10,175	+3,542	+35%	$786.0K	$1.1M	+$334.6K	2026-11-06
Elm3 Financial Group, LLC	INCREASED	13,476	10,275	+3,201	+31%	$793.7K	$1.1M	+$307.2K	2026-10-07
Certified Advisory Corp	INCREASED	13,417	12,906	+511	+4%	$997.0K	$1.1M	+$99.2K	2026-10-29
Wealthstar Advisors, LLC	INCREASED	12,984	11,027	+1,957	+18%	$851.8K	$1.1M	+$209.0K	2026-10-19
Crumly & Associates Inc.	INCREASED	12,781	11,467	+1,314	+11%	$885.8K	$1.0M	+$158.4K	2026-10-07
Retirement Planning Group, LLC	UNCHANGED	12,445	12,445	0	0%	$961.4K	$1.0M	+$55.4K	2026-10-19
Centerline Wealth Advisors, LLC	INCREASED	12,334	11,587	+747	+6%	$895.1K	$1.0M	+$112.6K	2026-10-15
Robertson Stephens Wealth Management, LLC	INCREASED	11,944	11,249	+695	+6%	$869.0K	$975.8K	+$106.8K	2026-10-16
Mosley Wealth Management	INCREASED	11,818	9,665	+2,153	+22%	$746.7K	$1.0M	+$258.6K	2026-10-16
Blue Jean Financial LLC	DECREASED	11,145	11,595	-450	-4%	$895.7K	$910.5K	+$14.8K	2026-10-20
Integrated Advisors Network LLC	DECREASED	10,986	11,051	-65	-1%	$853.7K	$897.6K	+$43.9K	2026-10-20
Smith Shellnut Wilson LLC	NEW	10,815	—	+10,815	—	—	$883.6K	—	2026-10-21
Farther Finance Advisors, LLC	DECREASED	10,729	10,983	-254	-2%	$848.4K	$876.5K	+$28.1K	2026-10-08
Tandem Capital Management Corp	DECREASED	10,592	11,112	-520	-5%	$858.4K	$865.4K	+$7.0K	2026-10-22
Glass Jacobson Investment Advisors llc	INCREASED	10,462	10,354	+108	+1%	$799.8K	$854.8K	+$54.9K	2026-10-26
Pathway Financial Advisers, LLC	INCREASED	10,425	10,329	+96	+1%	$797.9K	$851.7K	+$53.9K	2026-10-27
Simplicity Wealth,LLC	NEW	10,283	—	+10,283	—	—	$840.1K	—	2026-10-23
Mission Wealth Management, LP	INCREASED	10,007	10,006	+1	+0%	$772.9K	$817.5K	+$44.6K	2026-10-15
Independence Financial Advisors, LLC	DECREASED	9,949	11,255	-1,306	-12%	$869.4K	$812.8K	-$56.7K	2026-10-08
Stonebridge Financial Group, LLC	NEW	9,392	—	+9,392	—	—	$767.4K	—	2026-10-01
Independent Financial Group, LLC	INCREASED	9,347	8,792	+555	+6%	$679.2K	$763.7K	+$84.5K	2026-10-13
Southern Capital Advisors, LLC	INCREASED	9,163	9,135	+28	+0%	$705.7K	$748.6K	+$42.9K	2026-10-26
Elevation Wealth Management LLC	INCREASED	9,043	6,643	+2,400	+36%	$513.1K	$738.9K	+$225.7K	2026-11-02
Xcel Wealth Management, LLC	UNCHANGED	8,914	8,914	0	0%	$688.6K	$728.3K	+$39.7K	2026-10-26
VCI Wealth Management LLC	DECREASED	8,826	10,144	-1,318	-13%	$783.6K	$721.1K	-$62.5K	2026-10-29
Chicago Partners Investment Group LLC	INCREASED	8,694	8,184	+510	+6%	$641.6K	$747.6K	+$106.0K	2026-10-27
Concurrent Investment Advisors, LLC	NEW	8,532	—	+8,532	—	—	$697.1K	—	2026-10-16
Bayshore Capital Advisors, LLC	UNCHANGED	7,997	7,997	0	0%	$617.8K	$653.4K	+$35.6K	2026-11-02
Legacy Financial Strategies, LLC	DECREASED	7,861	7,986	-125	-2%	$616.9K	$642.3K	+$25.4K	2026-10-15
Schmidt P J Investment Management Inc	DECREASED	7,474	7,692	-218	-3%	$594.2K	$610.6K	+$16.4K	2026-11-02
LexAurum Advisors, LLC	INCREASED	7,458	7,287	+171	+2%	$562.9K	$609.3K	+$46.4K	2026-10-19
Merit Financial Group, LLC	INCREASED	7,433	7,268	+165	+2%	$561.4K	$607.2K	+$45.8K	2026-11-06
Spire Wealth Management	DECREASED	7,399	8,539	-1,140	-13%	$659.6K	$604.5K	-$55.1K	2026-10-30
Roman Butler Fullerton & Co	UNCHANGED	7,364	7,364	0	0%	$577.7K	$620.5K	+$42.7K	2026-10-27
Monte Financial Group, LLC	INCREASED	7,209	6,915	+294	+4%	$544.6K	$589.0K	+$44.4K	2026-11-02
Warner Financial, Inc	INCREASED	7,156	7,134	+22	+0%	$551.1K	$584.7K	+$33.6K	2026-11-06
Signature Wealth Management Partners, LLC	UNCHANGED	7,123	7,123	0	0%	$550.3K	$581.9K	+$31.7K	2026-10-21
Smith Chas P & Associates PA Cpas	INCREASED	7,014	6,884	+130	+2%	$531.8K	$593.0K	+$61.2K	2026-10-22
Mcrae Capital Management Inc	INCREASED	6,764	6,660	+104	+2%	$514.5K	$552.6K	+$38.1K	2026-10-15
Centennial Wealth Advisory LLC	INCREASED	6,703	6,633	+70	+1%	$512.5K	$549.5K	+$37.0K	2026-10-16
Vicus Capital	DECREASED	6,631	6,718	-87	-1%	$519.0K	$541.7K	+$22.7K	2026-11-05
HRC Wealth Management, LLC	DECREASED	6,531	6,776	-245	-4%	$523.4K	$533.6K	+$10.2K	2026-10-16
Traphagen Investment Advisors LLC	DECREASED	6,077	6,439	-362	-6%	$497.4K	$496.5K	-$940	2026-10-14
Demars Financial Group, LLC	DECREASED	5,982	6,002	-20	0%	$463.7K	$488.8K	+$25.1K	2026-10-22
CDM Financial Counseling Services, Inc.	INCREASED	5,919	5,918	+1	+0%	$457.1K	$483.6K	+$26.4K	2026-10-15
Soltis Investment Advisors LLC	INCREASED	5,900	5,527	+373	+7%	$427.0K	$482.0K	+$55.0K	2026-10-28
Compound Planning, Inc.	DECREASED	5,815	6,049	-234	-4%	$467.3K	$475.1K	+$7.8K	2026-11-05
Pension & Wealth Management Advisors, Inc.	DECREASED	5,798	5,915	-117	-2%	$457.0K	$473.8K	+$16.8K	2026-10-16
Define Financial, LLC	INCREASED	5,697	5,680	+17	+0%	$438.8K	$465.5K	+$26.7K	2026-10-14
Swmg, LLC	DECREASED	5,624	6,003	-379	-6%	$463.2K	$489.0K	+$25.8K	2026-10-23
Savant Capital, LLC	INCREASED	5,604	3,433	+2,171	+63%	$268.8K	$457.9K	+$189.1K	2026-11-06
PUREfi Wealth, LLC	UNCHANGED	5,599	5,599	0	0%	$432.5K	$457.4K	+$24.9K	2026-10-19
Avior Wealth Management, LLC	DECREASED	5,571	5,840	-269	-5%	$451.1K	$455.1K	+$4.0K	2026-10-13
Mascoma Wealth Management LLC	DECREASED	5,437	5,478	-41	-1%	$423.2K	$444.2K	+$21.0K	2026-10-23
LifeSteps Financial, Inc.	DECREASED	5,390	5,644	-254	-4%	$436.0K	$440.4K	+$4.4K	2026-10-15
Richard C. Young & Co., Ltd.	DECREASED	5,368	5,763	-395	-7%	$445.2K	$438.6K	-$6.6K	2026-11-04
Ipsen Advisor Group LLC	DECREASED	5,234	5,302	-68	-1%	$409.6K	$427.6K	+$18.0K	2026-10-29
Modera Wealth Management, LLC	UNCHANGED	5,165	5,165	0	0%	$399.0K	$422.0K	+$23.0K	2026-10-28
Partnership Wealth Management, LLC	DECREASED	5,094	5,355	-261	-5%	$413.7K	$416.2K	+$2.5K	2026-10-05
Lanark Financial, Inc.	DECREASED	5,058	5,175	-117	-2%	$399.8K	$413.2K	+$13.4K	2026-10-26
HB Wealth Management, LLC	INCREASED	5,052	4,934	+118	+2%	$381.2K	$412.7K	+$31.6K	2026-10-23
Wedbush Securities Inc	NEW	4,808	—	+4,808	—	—	$393.0K	—	2026-10-22
Founders Financial Securities LLC	DECREASED	4,757	4,994	-237	-5%	$385.8K	$388.7K	+$2.8K	2026-10-28
Valley Brook Capital Group, Inc.	DECREASED	4,672	4,772	-100	-2%	$368.6K	$381.7K	+$13.1K	2026-10-26
PFG Advisors	INCREASED	4,657	4,653	+4	+0%	$359.4K	$380.5K	+$21.1K	2026-10-16
Good Harbor Advisors, Inc.	UNCHANGED	4,538	4,538	0	0%	$350.6K	$370.8K	+$20.2K	2026-10-20
Calamos Wealth Management LLC	DECREASED	4,486	4,573	-87	-2%	$353.3K	$366.5K	+$13.2K	2026-11-02
Boyer Financial Services, Inc.	UNCHANGED	4,430	4,430	0	0%	$352.9K	$361.9K	+$9.0K	2026-10-23
Eagle Capital Management, LLC	UNCHANGED	4,370	4,370	0	0%	$338	$357.0K	+$356.7K	2026-10-19
LongView Wealth Management	INCREASED	4,300	4,159	+141	+3%	$321.3K	$351.3K	+$30.0K	2026-10-19
StoneX Group Inc.	INCREASED	4,142	4,134	+8	+0%	$319.4K	$338.4K	+$19.0K	2026-11-03
Brookstone Capital Management	DECREASED	4,061	4,144	-83	-2%	$320.1K	$331.8K	+$11.7K	2026-10-22
Wilkins Miller Wealth Management, LLC	NEW	4,041	—	+4,041	—	—	$330.2K	—	2026-10-13
Artemis Wealth Advisors, LLC	INCREASED	3,970	3,960	+10	+0%	$305.9K	$324.4K	+$18.5K	2026-11-05
Redwood Financial Network Corp	INCREASED	3,903	2,822	+1,081	+38%	$218.0K	$318.9K	+$100.8K	2026-11-03
PNC Financial Services Group, Inc.	INCREASED	3,696	3,594	+102	+3%	$277.6K	$301.9K	+$24.3K	2026-11-06
Apex Wealth Management, LLC	UNCHANGED	3,650	3,650	0	0%	$282.0K	$298.2K	+$16.2K	2026-10-20
Buska Wealth Management, LLC	DECREASED	3,584	4,314	-730	-17%	$333.3K	$292.8K	-$40.5K	2026-10-08
Sowell Financial Services LLC	INCREASED	3,561	3,546	+15	+0%	$273.9K	$291.0K	+$17.0K	2026-10-23
KW Wealth Management LLC	NEW	3,511	—	+3,511	—	—	$286.8K	—	2026-10-28
Mesirow Financial Investment Management, Inc.	UNCHANGED	3,333	3,333	0	0%	$257.5K	$272.3K	+$14.8K	2026-11-05
Brighton Jones LLC	INCREASED	3,248	3,035	+213	+7%	$234.5K	$265.4K	+$30.9K	2026-11-03
Sweeney & Michel, LLC	DECREASED	3,230	3,622	-392	-11%	$292.2K	$263.9K	-$28.3K	2026-10-16
D'Orazio & Associates, Inc.	UNCHANGED	3,176	3,176	0	0%	$245.3K	$259.4K	+$14.1K	2026-11-04
Commonwealth Financial Services, LLC	UNCHANGED	3,156	3,156	0	0%	$243.8K	$257.8K	+$14.0K	2026-10-20
Sovran Advisors, LLC	UNCHANGED	3,102	3,102	0	0%	$249.7K	$274.1K	+$24.4K	2026-11-02
PKS Advisory Services, LLC	UNCHANGED	3,102	3,102	0	0%	$239.6K	$239.6K	$0	2026-10-26
Cornell Pochily Investment Advisors, Inc.	NEW	3,069	—	+3,069	—	—	$250.7K	—	2026-10-19
BIP Wealth, LLC	INCREASED	3,031	2,776	+255	+9%	$214.5K	$247.6K	+$33.2K	2026-10-22
Money Concepts Capital Corp	INCREASED	2,916	2,913	+3	+0%	$225.0K	$238.2K	+$13.2K	2026-11-06
HBK Sorce Advisory LLC	UNCHANGED	2,850	2,850	0	0%	$227.2K	$251.5K	+$24.3K	2026-11-06
WealthCare Investment Partners, LLC	DECREASED	2,739	3,417	-678	-20%	$263.9K	$223.7K	-$40.2K	2026-11-05
Eley Financial Management, Inc	DECREASED	2,699	3,334	-635	-19%	$257.6K	$220.5K	-$37.0K	2026-11-03
KCM Investment Advisors LLC	DECREASED	2,682	3,001	-319	-11%	$231.8K	$219.1K	-$12.7K	2026-10-27
Allworth Financial LP	INCREASED	2,650	2,112	+538	+25%	$163.1K	$204.7K	+$41.6K	2026-11-06
Wesbanco Bank Inc	UNCHANGED	2,606	2,606	0	0%	$201.3K	$212.9K	+$11.6K	2026-11-04
Fifth Third Bancorp	INCREASED	2,558	2,480	+78	+3%	$191.6K	$209.0K	+$17.4K	2026-11-05
Cherry Tree Wealth Management, LLC	UNCHANGED	2,484	2,484	0	0%	$191.9K	$202.9K	+$11.1K	2026-10-15
Ellis Investment Partners, LLC	NEW	2,470	—	+2,470	—	—	$201.9K	—	2026-10-21
Piscataqua Savings Bank	UNCHANGED	2,339	2,339	0	0%	$180.7K	$191.1K	+$10.4K	2026-10-21
Rosenberg Matthew Hamilton	UNCHANGED	2,208	2,208	0	0%	$170.6K	$180.4K	+$9.8K	2026-10-05
Financial Perspectives, Inc	INCREASED	2,008	2,005	+3	+0%	$154.9K	$164.0K	+$9.2K	2026-11-03
Signaturefd, LLC	UNCHANGED	2,000	2,000	0	0%	$154.5K	$163.4K	+$8.9K	2026-10-23
Montag A & Associates Inc	UNCHANGED	1,925	1,925	0	0%	$148.7K	$157.3K	+$8.6K	2026-10-29
Latitude Advisors, LLC	NEW	1,520	—	+1,520	—	—	$124.2K	—	2026-10-27
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1,481	1,481	0	0%	$114.4K	$121.0K	+$6.6K	2026-10-27
Golden State Wealth Management, LLC	UNCHANGED	1,392	1,392	0	0%	$107.5K	$113.7K	+$6.2K	2026-11-02
CoreCap Advisors, LLC	UNCHANGED	1,311	1,311	0	0%	$101.3K	$107.1K	+$5.8K	2026-10-08
Sage Mountain Advisors LLC	UNCHANGED	1,293	1,293	0	0%	$99.9K	$105.6K	+$5.8K	2026-11-02
Private Trust Co NA	DECREASED	1,113	1,116	-3	0%	$86.2K	$90.9K	+$4.7K	2026-10-20
Buck Wealth Strategies, LLC	DECREASED	1,027	1,071	-44	-4%	$82.7K	$83.9K	+$1.2K	2026-10-28
Creative Financial Designs Inc	INCREASED	983	686	+297	+43%	$53.0K	$80.3K	+$27.3K	2026-11-04
Parallel Advisors, LLC	INCREASED	976	975	+1	+0%	$75.4K	$79.7K	+$4.3K	2026-11-03
Allspring Global Investments Holdings, LLC	INCREASED	937	519	+418	+81%	$41.2K	$75.5K	+$34.3K	2026-11-04
Elevated Capital Advisors, LLC	DECREASED	923	13,590	-12,667	-93%	$1.0M	$75.4K	-$974.5K	2026-11-04
Friedenthal Financial	NEW	855	—	+855	—	—	$69.9K	—	2026-10-27
Holos Integrated Wealth LLC	UNCHANGED	848	848	0	0%	$68.0K	$71.4K	+$3.5K	2026-10-23
Hanson & Doremus Investment Management	UNCHANGED	711	711	0	0%	$55.0K	$58.0K	+$3.0K	2026-10-16
First Community Trust NA	UNCHANGED	637	637	0	0%	$49.2K	$52.0K	+$2.8K	2026-10-07
Mather Group, Llc.	DECREASED	600	601	-1	0%	$46.4K	$49.0K	+$2.6K	2026-10-14
Clearstead Advisors, LLC	UNCHANGED	600	600	0	0%	$46.4K	$49.0K	+$2.7K	2026-11-06
Arlington Trust Co LLC	UNCHANGED	600	600	0	0%	$46.4K	$49.0K	+$2.7K	2026-10-20
Harbor Asset Planning, Inc.	UNCHANGED	523	523	0	0%	$40.4K	$42.7K	+$2.3K	2026-10-23
Advocate Investing Services LLC	UNCHANGED	500	500	0	0%	$38.6K	$40.9K	+$2.2K	2026-10-26
Gables Capital Management Inc.	UNCHANGED	465	465	0	0%	$35.9K	$38.0K	+$2.1K	2026-11-04
GHP Investment Advisors, Inc.	UNCHANGED	451	451	0	0%	$34.9K	$36.9K	+$2.0K	2026-10-15
Asset Planning,Inc	UNCHANGED	406	406	0	0%	$31.4K	$33.2K	+$1.8K	2026-10-26
Rossby Financial, LCC	UNCHANGED	380	380	0	0%	$29.4K	$31.0K	+$1.7K	2026-11-05
Signature Equity Partners, LLC	NEW	375	—	+375	—	—	$30.6K	—	2026-10-29
Tompkins Financial Corp	UNCHANGED	330	330	0	0%	$25.5K	$27.0K	+$1.5K	2026-10-05
Center for Financial Planning, Inc.	UNCHANGED	300	300	0	0%	$23.2K	$24.5K	+$1.3K	2026-10-26
Nfsg Corp	UNCHANGED	287	287	0	0%	$22.2K	$23.4K	+$1.3K	2026-10-15
Asset Dedication, LLC	UNCHANGED	275	275	0	0%	$21.2K	$22.5K	+$1.2K	2026-11-03
US Bancorp \de\	DECREASED	272	315	-43	-14%	$24.3K	$22.2K	-$2.1K	2026-11-05
Cassaday & Co Wealth Management LLC	NEW	243	—	+243	—	—	$19.9K	—	2026-10-27
Downshift Financial, LLC	UNCHANGED	241	241	0	0%	$18.6K	$19.7K	+$1.1K	2026-10-13
Cape Investment Advisory, Inc.	DECREASED	227	233	-6	-3%	$18.0K	$18.5K	+$546	2026-10-13
EverSource Wealth Advisors, LLC	UNCHANGED	225	225	0	0%	$17.3K	$18.4K	+$1.1K	2026-11-04
Capital Investment Advisory Services, LLC	DECREASED	220	420	-200	-48%	$32.5K	$18.0K	-$14.5K	2026-10-30
Blue Trust, Inc.	INCREASED	205	200	+5	+3%	$15.5K	$16.8K	+$1.3K	2026-10-15
EPG Wealth Management LLC	INCREASED	203	202	+1	+1%	$15.6K	$16.6K	+$952	2026-11-03
Silver Grove Financial Group, Inc.	INCREASED	193	166	+27	+16%	$12.8K	$15.8K	+$2.9K	2026-11-05
Signature Resources Capital Management, LLC	UNCHANGED	187	187	0	0%	$14.4K	$15.3K	+$832	2026-10-16
Caldwell Trust Co	UNCHANGED	161	161	0	0%	$12.4K	$13.2K	+$717	2026-10-30
Security National Bank	NEW	154	—	+154	—	—	$12.6K	—	2026-10-26
Quest 10 Wealth Builders, Inc.	INCREASED	144	119	+25	+21%	$9.2K	$11.8K	+$2.6K	2026-11-02
Root Financial Partners, LLC	NEW	143	—	+143	—	—	$11.7K	—	2026-10-21
Triumph Capital Management	UNCHANGED	140	140	0	0%	$10.8K	$11.4K	+$623	2026-10-14
Decker Retirement Planning Inc.	DECREASED	138	277	-139	-50%	$21.4K	$11.3K	-$10.1K	2026-10-19
Pillar Financial Advisors, LLC	UNCHANGED	128	128	0	0%	$9.9K	$10.5K	+$570	2026-10-21
Key Capital Management, Inc	INCREASED	121	89	+32	+36%	$6.9K	$9.9K	+$3.0K	2026-11-03
Valley National Advisers Inc	INCREASED	111	108	+3	+3%	$8.3K	$9.1K	+$728	2026-10-23
Abound Wealth Management	UNCHANGED	108	108	0	0%	$8.4K	$8.8K	+$483	2026-10-26
Hoey Investments, Inc	UNCHANGED	107	107	0	0%	$8.3K	$8.7K	+$476	2026-10-29
Compass Financial Management LLC	NEW	106	—	+106	—	—	$8.7K	—	2026-10-30
TD Waterhouse Canada Inc.	NEW	100	—	+100	—	—	$8.1K	—	2026-10-16
Hickory Point Bank & Trust	UNCHANGED	89	89	0	0%	$6.9K	$7.3K	+$396	2026-10-01
Brown, Lisle Ings, Inc.	UNCHANGED	82	82	0	0%	$6.3K	$6.7K	+$364	2026-10-16
Russell Investments Group, Ltd.	INCREASED	73	4	+69	+1725%	$309	$6.0K	+$5.7K	2026-11-06
Nvest Wealth Strategies, Inc.	NEW	66	—	+66	—	—	$5.4K	—	2026-10-14
Ashton Thomas Private Wealth, LLC	UNCHANGED	61	61	0	0%	$4.7K	$5.0K	+$272	2026-11-03
Physician Wealth Advisors, Inc.	UNCHANGED	61	61	0	0%	$4.7K	$5.0K	+$271	2026-10-20
Tounjian Advisory Partners, LLC	DECREASED	60	75	-15	-20%	$5.8K	$4.9K	-$893	2026-11-04
Main Street Group, LTD	UNCHANGED	60	60	0	0%	$4.6K	$4.9K	+$267	2026-10-28
JFS Wealth Advisors, LLC	DECREASED	57	140	-83	-59%	$10.8K	$4.7K	-$6.1K	2026-11-03
Provenance Wealth Advisors, LLC	NEW	51	—	+51	—	—	$4.2K	—	2026-10-30
Wolff Wiese Magana LLC	UNCHANGED	49	49	0	0%	$3.8K	$4.0K	+$218	2026-10-15
Lloyd Advisory Services, Llc.	NEW	32	—	+32	—	—	$2.6K	—	2026-11-02
Birchbrook, Inc.	UNCHANGED	26	26	0	0%	$2.0K	$2.1K	+$116	2026-10-14
Kingdom Financial Group Llc.	UNCHANGED	21	21	0	0%	$1.6K	$1.7K	+$99	2026-11-04
Rydar Equities, Inc.	NEW	17	—	+17	—	—	$1.4K	—	2026-10-13
Evermay Wealth Management LLC	UNCHANGED	17	17	0	0%	$1.3K	$1.4K	+$75	2026-11-05
Hughes Financial Services, LLC	UNCHANGED	10	10	0	0%	$773	$884	+$111	2026-10-30
AlphaCore Capital LLC	UNCHANGED	3	3	0	0%	$232	$245	+$13	2026-11-04
Halbert Hargrove Global Advisors, LLC	UNCHANGED	1	1	0	0%	$40	$43	+$3	2026-10-16
TTP Investments, Inc.	CLOSED	0	230,921	-230,921	-100%	$17.8M	$0	-$17.8M	2026-10-30
Q3 Asset Management	CLOSED	0	95,065	-95,065	-100%	$7.3M	$0	-$7.3M	2026-11-06
TBH Global Asset Management, LLC	CLOSED	0	6,699	-6,699	-100%	$517.5K	$0	-$517.5K	2026-11-03
Astra Wealth Partners LLC	CLOSED	0	4,570	-4,570	-100%	$353.0K	$0	-$353.0K	2026-11-06
World Equity Group, Inc.	CLOSED	0	4,497	-4,497	-100%	$347.6K	$0	-$347.6K	2026-10-14
AtlasMark Financial, Inc	CLOSED	0	4,400	-4,400	-100%	$339.9K	$0	-$339.9K	2026-10-13
SVB Wealth LLC	CLOSED	0	3,938	-3,938	-100%	$304.2K	$0	-$304.2K	2026-11-06
Solstein Capital, LLC	CLOSED	0	518	-518	-100%	$40.0K	$0	-$40.0K	2026-11-02
Salem Investment Counselors Inc	CLOSED	0	500	-500	-100%	$38.6K	$0	-$38.6K	2026-10-13
SYM Financial Corp	CLOSED	0	468	-468	-100%	$36.1K	$0	-$36.1K	2026-10-26
Acumen Wealth Advisors, LLC	CLOSED	0	426	-426	-100%	$32.9K	$0	-$32.9K	2026-11-05
AdvisorNet Financial, Inc	CLOSED	0	290	-290	-100%	$22.4K	$0	-$22.4K	2026-10-15
Financial Network Wealth Advisors LLC	CLOSED	0	142	-142	-100%	$11.0K	$0	-$11.0K	2026-10-28
POM Investment Strategies, LLC	CLOSED	0	46	-46	-100%	$3.6K	$0	-$3.6K	2026-10-20
Mountain Hill Investment Partners Corp.	CLOSED	0	20	-20	-100%	$1.6K	$0	-$1.6K	2026-10-23
Avion Wealth	CLOSED	0	10	-10	-100%	$0	$0	$0	2026-11-04
Reap Financial Group, LLC	CLOSED	0	8	-8	-100%	$618	$0	-$618	2026-11-02
Founders Capital Management	CLOSED	0	6	-6	-100%	$425	$0	-$425	2026-10-13
Central Pacific Bank - Trust Division	CLOSED	0	5	-5	-100%	$386	$0	-$386	2026-10-06
Mondrian Investment Partners LTD	CLOSED	0	2	-2	-100%	$152	$0	-$152	2026-10-23
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$729.9K	$767.8K	+$38.0K	2026-10-29
Charles Schwab Investment Management Inc	N/A	—	3,005,747	-3,005,747	-100%	$232.2M	—	—	—
AE Wealth Management LLC	N/A	—	1,487,576	-1,487,576	-100%	$114.9M	—	—	—
Morgan Stanley	N/A	—	580,998	-580,998	-100%	$44.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	569,997	-569,997	-100%	$44.0M	—	—	—
Raymond James Financial Inc	N/A	—	283,047	-283,047	-100%	$21.9M	—	—	—
Cetera Investment Advisers	N/A	—	270,393	-270,393	-100%	$20.9M	—	—	—
HighMark Wealth Management LLC	N/A	—	254,403	-254,403	-100%	$19.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	247,424	-247,424	-100%	$19.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	218,427	-218,427	-100%	$16.9M	—	—	—
Wells Fargo & Company	N/A	—	170,970	-170,970	-100%	$13.2M	—	—	—
Bank of America Corp	N/A	—	113,826	-113,826	-100%	$8.8M	—	—	—
FMR LLC	N/A	—	113,518	-113,518	-100%	$8.8M	—	—	—
Modern Wealth Management, LLC	N/A	—	113,358	-113,358	-100%	$8.8M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	107,226	-107,226	-100%	$8.3M	—	—	—
Spinnaker Trust	N/A	—	104,144	-104,144	-100%	$8.0M	—	—	—
RWA Wealth Partners, LLC	N/A	—	100,771	-100,771	-100%	$7.8M	—	—	—
NewEdge Advisors, LLC	N/A	—	100,270	-100,270	-100%	$7.7M	—	—	—
Stifel Financial Corp	N/A	—	96,473	-96,473	-100%	$7.5M	—	—	—
Lifeworks Advisors, LLC	N/A	—	95,707	-95,707	-100%	$7.4M	—	—	—
JPMorgan Chase & Co	N/A	—	92,157	-92,157	-100%	$7.2M	—	—	—
HighTower Advisors, LLC	N/A	—	91,620	-91,620	-100%	$7.1M	—	—	—
MML Investors Services, LLC	N/A	—	74,825	-74,825	-100%	$5.8M	—	—	—
NorthCoast Asset Management LLC	N/A	—	69,760	-69,760	-100%	$5.4M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	62,324	-62,324	-100%	$4.8M	—	—	—
UBS Group AG	N/A	—	57,648	-57,648	-100%	$4.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	55,734	-55,734	-100%	$4.3M	—	—	—
Equitable Holdings, Inc.	N/A	—	51,615	-51,615	-100%	$4.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	46,932	-46,932	-100%	$3.7M	—	—	—
Principal Securities, Inc.	N/A	—	44,399	-44,399	-100%	$3.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	42,969	-42,969	-100%	$3.3M	—	—	—
MAI Capital Management	N/A	—	39,098	-39,098	-100%	$3.0M	—	—	—
Beckerman Institutional, LLC	N/A	—	35,930	-35,930	-100%	$2.8M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	34,692	-34,692	-100%	$2.7M	—	—	—
Richmond Brothers, Inc.	N/A	—	34,305	-34,305	-100%	$2.7M	—	—	—
Atlas Capital Advisors Inc.	N/A	—	33,209	-33,209	-100%	$2.6M	—	—	—
Harbour Investments, Inc.	N/A	—	32,475	-32,475	-100%	$2.5M	—	—	—
Snowden Capital Advisors LLC	N/A	—	32,296	-32,296	-100%	$2.5M	—	—	—
Royal Bank of Canada	N/A	—	31,050	-31,050	-100%	$2.4M	—	—	—
Mariner, LLC	N/A	—	30,971	-30,971	-100%	$2.4M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	26,744	-26,744	-100%	$2.1M	—	—	—
Stock Yards Bank & Trust Co	N/A	—	25,986	-25,986	-100%	$2.0M	—	—	—
Jacobs Equity LLC	N/A	—	25,775	-25,775	-100%	$2.0M	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	25,754	-25,754	-100%	$2.0M	—	—	—
Advisory Services Network, LLC	N/A	—	24,827	-24,827	-100%	$1.9M	—	—	—
Arax Advisory Partners	N/A	—	22,451	-22,451	-100%	$1.7M	—	—	—
Ameriprise Financial Inc	N/A	—	21,848	-21,848	-100%	$1.7M	—	—	—
Maxele Advisors, LLC	N/A	—	21,567	-21,567	-100%	$1.7M	—	—	—
Summit Financial, LLC	N/A	—	21,065	-21,065	-100%	$1.6M	—	—	—
Prospect Financial Services LLC	N/A	—	18,767	-18,767	-100%	$1.4M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	17,088	-17,088	-100%	$1.3M	—	—	—
Flow Traders U.S. LLC	N/A	—	16,577	-16,577	-100%	$1.3M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	13,189	-13,189	-100%	$1.0M	—	—	—
Focus Partners Wealth	N/A	—	12,915	-12,915	-100%	$997.8K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	12,776	-12,776	-100%	$987.0K	—	—	—
Birchcreek Wealth Management, LLC	N/A	—	12,694	-12,694	-100%	$980.6K	—	—	—
Quantinno Capital Management LP	N/A	—	12,469	-12,469	-100%	$963.3K	—	—	—
Essex Financial Services, Inc.	N/A	—	11,638	-11,638	-100%	$899.0K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	10,017	-10,017	-100%	$773.8K	—	—	—
Rothschild Wealth LLC	N/A	—	8,667	-8,667	-100%	$669.5K	—	—	—
Eldridge Investment Advisors, Inc.	N/A	—	8,300	-8,300	-100%	$641.2K	—	—	—
Pacific SUN Financial Corp	N/A	—	8,102	-8,102	-100%	$625.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	7,989	-7,989	-100%	$617.1K	—	—	—
Private Advisor Group, LLC	N/A	—	7,976	-7,976	-100%	$616.2K	—	—	—
HRT Financial LP	N/A	—	7,728	-7,728	-100%	$596.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	7,646	-7,646	-100%	$590.7K	—	—	—
IMA Advisory Services, Inc.	N/A	—	7,607	-7,607	-100%	$587.6K	—	—	—
Whalerock Point Partners, LLC	N/A	—	7,233	-7,233	-100%	$558.7K	—	—	—
Wealth Management Associates, Inc.	N/A	—	7,161	-7,161	-100%	$553.2K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	6,918	-6,918	-100%	$534.4K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	6,508	-6,508	-100%	$502.7K	—	—	—
OneAscent Financial Services LLC	N/A	—	5,887	-5,887	-100%	$454.7K	—	—	—
First Trust Advisors LP	N/A	—	5,771	-5,771	-100%	$445.8K	—	—	—
AQR Capital Management LLC	N/A	—	5,640	-5,640	-100%	$435.7K	—	—	—
World Investment Advisors	N/A	—	5,543	-5,543	-100%	$392.8K	—	—	—
Rehmann Capital Advisory Group	N/A	—	5,219	-5,219	-100%	$403.2K	—	—	—
BlackRock, Inc.	N/A	—	5,047	-5,047	-100%	$389.9K	—	—	—
Madison Wealth Partners, Inc	N/A	—	5,008	-5,008	-100%	$386.9K	—	—	—
Baird Financial Group, Inc.	N/A	—	4,991	-4,991	-100%	$385.6K	—	—	—
Western Wealth Management, LLC	N/A	—	4,813	-4,813	-100%	$371.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,680	-4,680	-100%	$361.5K	—	—	—
Savvy Advisors, Inc.	N/A	—	4,643	-4,643	-100%	$358.7K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	4,536	-4,536	-100%	$350.4K	—	—	—
Carr Financial Group Corp	N/A	—	4,464	-4,464	-100%	$344.8K	—	—	—
Regal Investment Advisors LLC	N/A	—	4,150	-4,150	-100%	$320.6K	—	—	—
Stratos Investment Management, LLC	N/A	—	4,146	-4,146	-100%	$320.3K	—	—	—
BFC Planning, Inc.	N/A	—	4,042	-4,042	-100%	$312.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,036	-4,036	-100%	$311.8K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	4,031	-4,031	-100%	$311.4K	—	—	—
M&T Bank Corp	N/A	—	3,813	-3,813	-100%	$294.6K	—	—	—
Waverly Advisors, LLC	N/A	—	3,668	-3,668	-100%	$283.4K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	3,648	-3,648	-100%	$281.8K	—	—	—
River Wealth Advisors LLC	N/A	—	3,527	-3,527	-100%	$272.5K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	3,422	-3,422	-100%	$264.4K	—	—	—
Cerity Partners LLC	N/A	—	3,374	-3,374	-100%	$260.6K	—	—	—
Captrust Financial Advisors	N/A	—	3,365	-3,365	-100%	$260.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	3,323	-3,323	-100%	$256.7K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	3,147	-3,147	-100%	$243.1K	—	—	—
Kintra Wealth, LLC	N/A	—	3,066	-3,066	-100%	$250.6K	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	2,970	-2,970	-100%	$229.4K	—	—	—
Alpha Capital Advisors Inc	N/A	—	2,950	-2,950	-100%	$227.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	2,903	-2,903	-100%	$224.3K	—	—	—
EP Wealth Advisors, LLC	N/A	—	2,903	-2,903	-100%	$224.3K	—	—	—
Continuum Advisory, LLC	N/A	—	2,898	-2,898	-100%	$223.9K	—	—	—
Pallas Capital Advisors LLC	N/A	—	2,896	-2,896	-100%	$223.7K	—	—	—
Centaurus Financial, Inc.	N/A	—	2,840	-2,840	-100%	$219.0K	—	—	—
Johnson Investment Counsel Inc	N/A	—	2,797	-2,797	-100%	$216.1K	—	—	—
Cambria Investment Management, L.P.	N/A	—	2,794	-2,794	-100%	$215.8K	—	—	—
Empowered Funds, LLC	N/A	—	2,794	-2,794	-100%	$215.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	2,737	-2,737	-100%	$211.4K	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	2,679	-2,679	-100%	$207.0K	—	—	—
Prasad Wealth Partners, LLC	N/A	—	2,618	-2,618	-100%	$202.2K	—	—	—
Leigh Baldwin & Co., LLC	N/A	—	2,609	-2,609	-100%	$201.6K	—	—	—
Blair William & Co	N/A	—	1,863	-1,863	-100%	$143.9K	—	—	—
Providence Capital Advisors, LLC	N/A	—	1,604	-1,604	-100%	$123.9K	—	—	—
Allied Private Wealth LLC	N/A	—	1,593	-1,593	-100%	$126.2K	—	—	—
Victory Capital Management Inc	N/A	—	1,401	-1,401	-100%	$108.3K	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	1,004	-1,004	-100%	$77.6K	—	—	—
Anchor Investment Management, LLC	N/A	—	1,000	-1,000	-100%	$77.3K	—	—	—
Huntington National Bank	N/A	—	991	-991	-100%	$76.6K	—	—	—
Bessemer Group Inc	N/A	—	975	-975	-100%	$75.0K	—	—	—
Bank of Montreal	N/A	—	946	-946	-100%	$73.1K	—	—	—
Colonial Trust Co / SC	N/A	—	896	-896	-100%	$69.2K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	798	-798	-100%	$61.6K	—	—	—
Ancora Advisors LLCA	N/A	—	780	-780	-100%	$60.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	687	-687	-100%	$53.1K	—	—	—
IFG Advisory, LLC	N/A	—	665	-665	-100%	$51.3K	—	—	—
National Bank of Canada	N/A	—	650	-650	-100%	$50.2K	—	—	—
Ameriflex Group, Inc.	N/A	—	553	-553	-100%	$42.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	530	-530	-100%	$41.0K	—	—	—
Rialto Wealth Management, LLC	N/A	—	483	-483	-100%	$37.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	286	-286	-100%	$22.1K	—	—	—
Howe & Rusling Inc	N/A	—	273	-273	-100%	$21.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	242	-242	-100%	$18.7K	—	—	—
Meramec Financial Planners, LLC	N/A	—	241	-241	-100%	$19.1K	—	—	—
Hantz Financial Services, Inc.	N/A	—	234	-234	-100%	$18.0K	—	—	—
Heritage Wealth Advisors	N/A	—	233	-233	-100%	$18.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	224	-224	-100%	$17.3K	—	—	—
Darwin Wealth Management, LLC	N/A	—	200	-200	-100%	$15.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	192	-192	-100%	$14.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	163	-163	-100%	$12.7K	—	—	—
Motco	N/A	—	146	-146	-100%	$11.3K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	133	-133	-100%	$10.3K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	133	-133	-100%	$10.3K	—	—	—
Anchor Bay Capital, Inc.	N/A	—	112	-112	-100%	$9.2K	—	—	—
Dunhill Financial, LLC	N/A	—	108	-108	-100%	$8.4K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	100	-100	-100%	$7.7K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	100	-100	-100%	$7.7K	—	—	—
Sankala Group LLC	N/A	—	92	-92	-100%	$7.6K	—	—	—
Tidemark, LLC	N/A	—	80	-80	-100%	$6.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	74	-74	-100%	$6	—	—	—
MidFirst Bank	N/A	—	67	-67	-100%	$5.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	60	-60	-100%	$4.6K	—	—	—
Colonial Trust Advisors	N/A	—	50	-50	-100%	$3.9K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	39	-39	-100%	$3.0K	—	—	—
CVA Family Office, LLC	N/A	—	31	-31	-100%	$2.4K	—	—	—
LRI Investments, LLC	N/A	—	13	-13	-100%	$1.0K	—	—	—
Bogart Wealth, LLC	N/A	—	10	-10	-100%	$773	—	—	—
Quent Capital, LLC	N/A	—	1	-1	-100%	$97	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	0	0	—	$3	—	—	—

Showing 412 of 412 institutions