Fidelity Msci RL EST Indx (FREL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Lido Advisors, LLC

INCREASED

Shares1,328,117 from 1,113,126

Change+214,991 (+19%)

Value$36.1M (+$3.5M)

Filed 2026-11-04

Black Diamond Financial, LLC

INCREASED

Shares992,015 from 897,336

Change+94,679 (+11%)

Value$27.0M (+$671.0K)

Filed 2026-10-26

Citizens & Northern Corp

INCREASED

Shares983,267 from 953,634

Change+29,633 (+3%)

Value$26.7M (-$1.2M)

Filed 2026-11-06

Truefg, LLC

INCREASED

Shares728,436 from 707,277

Change+21,159 (+3%)

Value$19.8M (-$924.3K)

Filed 2026-10-15

LPL Financial LLC

INCREASED

Shares664,524 from 606,359

Change+58,165 (+10%)

Value$18.1M (+$295.5K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

DECREASED

Shares584,459 from 635,609

Change-51,150 (-8%)

Value$15.9M (-$2.7M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares444,618 from 550,820

Change-106,202 (-19%)

Value$12.1M (-$4.1M)

Filed 2026-11-02

Diversify Wealth Management, LLC

INCREASED

Shares376,148 from 348,236

Change+27,912 (+8%)

Value$10.4M (-$201.1K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares376,148 from 348,236

Change+27,912 (+8%)

Value$10.4M (-$201.1K)

Filed 2026-10-20

Vicus Capital

NEW

Shares335,142

Change+335,142

Value$9.1M

Filed 2026-11-05

Marotta Asset Management

INCREASED

Shares277,985 from 271,595

Change+6,390 (+2%)

Value$7.6M (-$440.1K)

Filed 2026-10-02

Heck Capital Advisors, LLC

INCREASED

Shares232,425 from 229,503

Change+2,922 (+1%)

Value$6.3M (-$407.1K)

Filed 2026-10-14

Dynamic Advisor Solutions LLC

INCREASED

Shares226,201 from 218,481

Change+7,720 (+4%)

Value$6.1M (-$253.4K)

Filed 2026-10-13

AGF Management LTD

INCREASED

Shares219,522 from 217,104

Change+2,418 (+1%)

Value$6.0M (-$394.5K)

Filed 2026-11-03

RFG Advisory, LLC

INCREASED

Shares207,635 from 167,965

Change+39,670 (+24%)

Value$5.6M (+$722.1K)

Filed 2026-11-03

Creative Planning

DECREASED

Shares200,650 from 203,021

Change-2,371 (-1%)

Value$5.5M (-$494.9K)

Filed 2026-11-02

American Financial & TAX Strategies Inc

DECREASED

Shares198,976 from 199,554

Change-578 (0%)

Value$5.4M (-$438.8K)

Filed 2026-10-16

Townsend Financial Planning, LLC

INCREASED

Shares171,815 from 171,682

Change+133 (+0%)

Value$4.7M (-$360.3K)

Filed 2026-11-02

Physician Wealth Advisors, Inc.

DECREASED

Shares153,800 from 159,503

Change-5,703 (-4%)

Value$4.2M (-$493.1K)

Filed 2026-10-20

Essential Planning, Llc.

INCREASED

Shares136,212 from 135,769

Change+443 (+0%)

Value$3.7M (-$275.8K)

Filed 2026-10-21

Independent Solutions Wealth Management, LLC

INCREASED

Shares117,019 from 115,332

Change+1,687 (+1%)

Value$3.2M (-$198.6K)

Filed 2026-10-28

Prospect Financial Group LLC

DECREASED

Shares114,045 from 124,636

Change-10,591 (-8%)

Value$3.1M (-$552.1K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares113,717 from 105,148

Change+8,569 (+8%)

Value$3.1M (+$10.0K)

Filed 2026-11-02

Park Avenue Securities LLC

INCREASED

Shares109,939 from 108,642

Change+1,297 (+1%)

Value$3.0M (-$195.0K)

Filed 2026-10-26

SigFig Wealth Management, LLC

DECREASED

Shares108,480 from 113,284

Change-4,804 (-4%)

Value$2.9M (-$430.8K)

Filed 2026-10-07

Livet Wealth, LLC

INCREASED

Shares92,048 from 89,667

Change+2,381 (+3%)

Value$2.5M (-$125.4K)

Filed 2026-10-27

Sachem Hill LLC

DECREASED

Shares90,405 from 91,098

Change-693 (-1%)

Value$2.5M (-$212.0K)

Filed 2026-10-14

Lodestar Private Asset Management LLC

DECREASED

Shares82,374 from 87,011

Change-4,637 (-5%)

Value$2.2M (-$310.5K)

Filed 2026-10-26

Summit Wealth Group LLC / Co

DECREASED

Shares66,257 from 69,035

Change-2,778 (-4%)

Value$1.8M (-$221.9K)

Filed 2026-10-29

Fifth Third Securities, Inc.

INCREASED

Shares65,914 from 65,510

Change+404 (+1%)

Value$1.8M (-$127.9K)

Filed 2026-10-21

Eagle Bay Advisors LLC

DECREASED

Shares65,201 from 68,053

Change-2,852 (-4%)

Value$1.8M (-$221.8K)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares59,684 from 45,792

Change+13,892 (+30%)

Value$1.6M (+$280.5K)

Filed 2026-11-02

Atria Investments, Inc

DECREASED

Shares59,116 from 61,443

Change-2,327 (-4%)

Value$1.6M (-$193.5K)

Filed 2026-10-15

Beaumont Financial Advisors, LLC

INCREASED

Shares57,273 from 55,008

Change+2,265 (+4%)

Value$1.6M (-$55.1K)

Filed 2026-10-22

Marks Group Wealth Management, Inc

UNCHANGED

Shares55,559 from 55,559

Change0 (0%)

Value$1.5M (-$117.8K)

Filed 2026-11-05

Tortoise Investment Management, LLC

DECREASED

Shares55,128 from 62,874

Change-7,746 (-12%)

Value$1.5M (-$343.8K)

Filed 2026-11-06

HF Advisory Group, LLC

DECREASED

Shares54,787 from 55,036

Change-249 (0%)

Value$1.5M (-$123.5K)

Filed 2026-10-09

Soltis Investment Advisors LLC

INCREASED

Shares54,531 from 54,387

Change+144 (+0%)

Value$1.5M (-$111.4K)

Filed 2026-10-28

Farther Finance Advisors, LLC

DECREASED

Shares51,802 from 52,577

Change-775 (-1%)

Value$1.4M (-$132.5K)

Filed 2026-10-08

Citigroup Inc

INCREASED

Shares47,335 from 25,558

Change+21,777 (+85%)

Value$1.3M (+$537.7K)

Filed 2026-11-04

Northwest Wealth Advisors, LLC

INCREASED

Shares46,903 from 35,685

Change+11,218 (+31%)

Value$1.3M (+$229.3K)

Filed 2026-11-02

21 West Wealth Management LLC

DECREASED

Shares44,684 from 44,741

Change-57 (0%)

Value$1.2M (-$96.4K)

Filed 2026-10-13

J.W. Cole Advisors, Inc.

DECREASED

Shares39,924 from 40,675

Change-751 (-2%)

Value$1.1M (-$106.6K)

Filed 2026-11-05

Glass Jacobson Investment Advisors llc

DECREASED

Shares35,785 from 36,485

Change-700 (-2%)

Value$972.6K (-$96.4K)

Filed 2026-10-26

Life Planning Partners, Inc

DECREASED

Shares35,156 from 37,232

Change-2,076 (-6%)

Value$955.5K (-$135.4K)

Filed 2026-10-28

PKS Advisory Services, LLC

UNCHANGED

Shares34,201 from 34,201

Change0 (0%)

Value$1.0M ($0)

Filed 2026-10-26

Integrated Capital Management, Inc.

DECREASED

Shares32,161 from 33,324

Change-1,163 (-3%)

Value$874.1K (-$102.2K)

Filed 2026-10-09

Blue Jean Financial LLC

DECREASED

Shares31,687 from 33,203

Change-1,516 (-5%)

Value$861.3K (-$111.6K)

Filed 2026-10-20

New England Private Wealth Advisors LLC

INCREASED

Shares30,584 from 30,333

Change+251 (+1%)

Value$831.3K (-$96.6K)

Filed 2026-10-19

Fingerlakes Wealth Management, Inc.

INCREASED

Shares28,174 from 25,722

Change+2,452 (+10%)

Value$765.8K (+$12.1K)

Filed 2026-11-04

Savant Capital, LLC

DECREASED

Shares25,508 from 27,511

Change-2,003 (-7%)

Value$693.3K (-$112.8K)

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares24,780 from 24,573

Change+207 (+1%)

Value$673.5K (-$46.5K)

Filed 2026-10-16

Smith Salley Wealth Management

INCREASED

Shares23,375 from 23,359

Change+16 (+0%)

Value$635.3K (-$49.1K)

Filed 2026-11-03

Larson Financial Group LLC

INCREASED

Shares20,825 from 19,892

Change+933 (+5%)

Value$566.0K (-$16.8K)

Filed 2026-11-05

Compound Planning, Inc.

INCREASED

Shares20,665 from 17,441

Change+3,224 (+18%)

Value$561.7K (+$50.7K)

Filed 2026-11-05

Investmark Advisory Group LLC

DECREASED

Shares20,339 from 20,825

Change-486 (-2%)

Value$552.8K (-$57.4K)

Filed 2026-10-27

Galvin, Gaustad & Stein, LLC

DECREASED

Shares18,085 from 18,472

Change-387 (-2%)

Value$491.6K (-$49.6K)

Filed 2026-10-08

Capital Investment Advisory Services, LLC

DECREASED

Shares16,886 from 16,989

Change-103 (-1%)

Value$461.6K (-$36.2K)

Filed 2026-10-30

Independence Financial Advisors, LLC

INCREASED

Shares13,770 from 13,665

Change+105 (+1%)

Value$374.3K (-$26.1K)

Filed 2026-10-08

Thompson Investment Management, Inc.

INCREASED

Shares13,290 from 12,466

Change+824 (+7%)

Value$361.2K (-$4.0K)

Filed 2026-10-14

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares13,162 from 12,279

Change+883 (+7%)

Value$356.8K (-$6.0K)

Filed 2026-10-13

Modera Wealth Management, LLC

INCREASED

Shares12,010 from 11,267

Change+743 (+7%)

Value$326.4K (-$3.7K)

Filed 2026-10-28

Brookstone Capital Management

DECREASED

Shares11,665 from 11,861

Change-196 (-2%)

Value$317.1K (-$30.5K)

Filed 2026-10-22

Clearview Wealth Management LLC

UNCHANGED

Shares11,496 from 11,496

Change0 (0%)

Value$317.6K (-$19.2K)

Filed 2026-10-16

Penobscot Wealth Management

INCREASED

Shares11,459 from 11,223

Change+236 (+2%)

Value$311.4K (-$17.4K)

Filed 2026-10-21

Kohmann Bosshard Financial Services, LLC

UNCHANGED

Shares11,131 from 11,131

Change0 (0%)

Value$302.5K (-$23.6K)

Filed 2026-11-04

KDK Private Wealth Management, LLC

INCREASED

Shares10,722 from 10,704

Change+18 (+0%)

Value$291.4K (-$22.2K)

Filed 2026-11-03

Meridian Wealth Management, LLC

INCREASED

Shares10,587 from 7,987

Change+2,600 (+33%)

Value$287.8K (+$53.8K)

Filed 2026-11-05

Mission Wealth Management, LP

DECREASED

Shares9,685 from 10,157

Change-472 (-5%)

Value$263.2K (-$34.4K)

Filed 2026-10-15

Blue Trust, Inc.

INCREASED

Shares9,157 from 8,436

Change+721 (+9%)

Value$248.9K (+$1.7K)

Filed 2026-10-15

NorthLanding Financial Partners, LLC

DECREASED

Shares8,965 from 9,162

Change-197 (-2%)

Value$243.7K (-$24.8K)

Filed 2026-10-15

PFG Advisors

INCREASED

Shares8,893 from 8,884

Change+9 (+0%)

Value$241.7K (-$18.6K)

Filed 2026-10-16

Citizens Financial Group Inc

INCREASED

Shares8,590 from 7,254

Change+1,336 (+18%)

Value$233.5K (+$21.0K)

Filed 2026-10-23

Demars Financial Group, LLC

DECREASED

Shares8,333 from 8,373

Change-40 (0%)

Value$226.5K (-$18.8K)

Filed 2026-10-22

Financial Freedom, LLC

DECREASED

Shares5,664 from 7,012

Change-1,348 (-19%)

Value$153.9K (-$51.5K)

Filed 2026-11-06

Wilmington Savings Fund Society, FSB

DECREASED

Shares5,349 from 6,809

Change-1,460 (-21%)

Value$145.4K (-$54.1K)

Filed 2026-10-23

Fifth Third Bancorp

INCREASED

Shares4,327 from 4,305

Change+22 (+1%)

Value$117.6K (-$8.5K)

Filed 2026-11-05

CX Institutional

INCREASED

Shares3,767 from 3,740

Change+27 (+1%)

Value$102 (-$8)

Filed 2026-10-02

Financial Perspectives, Inc

INCREASED

Shares3,184 from 3,181

Change+3 (+0%)

Value$86.5K (-$6.7K)

Filed 2026-11-03

Aspect Partners, LLC

UNCHANGED

Shares2,322 from 2,322

Change0 (0%)

Value$63.1K (-$4.9K)

Filed 2026-10-20

Stone House Investment Management, LLC

INCREASED

Shares1,967 from 1,966

Change+1 (+0%)

Value$53.5K (-$4.1K)

Filed 2026-10-23

Elevated Capital Advisors, LLC

DECREASED

Shares1,771 from 3,397

Change-1,626 (-48%)

Value$48.1K (-$51.4K)

Filed 2026-11-04

Compass Financial Management LLC

DECREASED

Shares1,037 from 1,455

Change-418 (-29%)

Value$28.2K (-$15.0K)

Filed 2026-10-30

Creative Financial Designs Inc

UNCHANGED

Shares994 from 994

Change0 (0%)

Value$27.0K (-$2.1K)

Filed 2026-11-04

Decker Retirement Planning Inc.

INCREASED

Shares660 from 638

Change+22 (+3%)

Value$17.9K (-$754)

Filed 2026-10-19

Assetmark, Inc

INCREASED

Shares651 from 252

Change+399 (+158%)

Value$17.7K (+$10.3K)

Filed 2026-10-21

Quest 10 Wealth Builders, Inc.

INCREASED

Shares650 from 322

Change+328 (+102%)

Value$17.7K (+$8.2K)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

NEW

Shares350

Change+350

Value$9.5K

Filed 2026-11-04

Clearstead Advisors, LLC

UNCHANGED

Shares302 from 302

Change0 (0%)

Value$8.2K (-$640)

Filed 2026-11-06

Latitude Advisors, LLC

NEW

Shares235

Change+235

Value$6.4K

Filed 2026-10-27

Vision Financial Markets LLC

INCREASED

Shares221 from 219

Change+2 (+1%)

Value$6.0K (-$479)

Filed 2026-10-22

Investors Research Corp

UNCHANGED

Shares177 from 177

Change0 (0%)

Value$4.8K (-$375)

Filed 2026-10-07

Tounjian Advisory Partners, LLC

INCREASED

Shares131 from 130

Change+1 (+1%)

Value$3.6K (-$246)

Filed 2026-11-04

Pathway Financial Advisers, LLC

NEW

Shares116

Change+116

Value$3.2K

Filed 2026-10-27

Allspring Global Investments Holdings, LLC

INCREASED

Shares70 from 10

Change+60 (+600%)

Value$1.9K (+$1.6K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares44

Change+44

Value$1.2K

Filed 2026-10-21

High Note Wealth, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$978 (-$77)

Filed 2026-10-27

Ascentis Wealth Management, LLC

NEW

Shares32

Change+32

Value$869

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$934 ($0)

Filed 2026-11-06

Evolution Wealth Management Inc.

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$870 (-$68)

Filed 2026-10-28

AlphaCore Capital LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$815 (-$64)

Filed 2026-11-04

Key Capital Management, Inc

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$680 (-$53)

Filed 2026-11-03

CoreCap Advisors, LLC

NEW

Shares17

Change+17

Value$462

Filed 2026-10-08

Mechanics Financial Corp

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$190 (-$15)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares6 from 1

Change+5 (+500%)

Value$163 (+$134)

Filed 2026-11-06

Parallel Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$109 (-$8)

Filed 2026-11-03

Global View Capital Management LLC

CLOSED

Shares0 from 76,656

Change-76,656 (-100%)

Value$0 (-$2.2M)

Filed 2026-10-28

Robertson Stephens Wealth Management, LLC

CLOSED

Shares0 from 15,212

Change-15,212 (-100%)

Value$0 (-$445.7K)

Filed 2026-10-16

Lynch & Associates

CLOSED

Shares0 from 13,991

Change-13,991 (-100%)

Value$0 (-$409.9K)

Filed 2026-10-13

Merit Financial Group, LLC

CLOSED

Shares0 from 7,252

Change-7,252 (-100%)

Value$0 (-$212.5K)

Filed 2026-11-06

AdvisorNet Financial, Inc

CLOSED

Shares0 from 446

Change-446 (-100%)

Value$0 (-$13.1K)

Filed 2026-10-15

Financial Network Wealth Advisors LLC

CLOSED

Shares0 from 75

Change-75 (-100%)

Value$0 (-$2.2K)

Filed 2026-10-28

Strengthening Families & Communities, LLC

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-21

Provenance Wealth Advisors, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$440)

Filed 2026-10-30

Raleigh Capital Management Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$17)

Filed 2026-10-28

Bank of America Corp

N/A

Shares— from 10,474,151

Change-10,474,151 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 869,139

Change-869,139 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 834,747

Change-834,747 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 751,885

Change-751,885 (-100%)

Value—

Riverpoint Wealth Management Holdings, LLC

N/A

Shares— from 574,099

Change-574,099 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 414,726

Change-414,726 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 374,745

Change-374,745 (-100%)

Value—

Payne Capital Management, LLC

N/A

Shares— from 326,406

Change-326,406 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 290,004

Change-290,004 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 251,290

Change-251,290 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 242,504

Change-242,504 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 210,574

Change-210,574 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 207,182

Change-207,182 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 188,778

Change-188,778 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 152,525

Change-152,525 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 148,155

Change-148,155 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 145,026

Change-145,026 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 133,050

Change-133,050 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 111,416

Change-111,416 (-100%)

Value—

UBS Group AG

N/A

Shares— from 82,177

Change-82,177 (-100%)

Value—

NorthCoast Asset Management LLC

N/A

Shares— from 81,922

Change-81,922 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 81,795

Change-81,795 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 81,586

Change-81,586 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 79,671

Change-79,671 (-100%)

Value—

Nwam LLC

N/A

Shares— from 79,063

Change-79,063 (-100%)

Value—

Beckerman Institutional, LLC

N/A

Shares— from 77,119

Change-77,119 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 76,377

Change-76,377 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 71,955

Change-71,955 (-100%)

Value—

Palisades Hudson Asset Management, L.P.

N/A

Shares— from 63,130

Change-63,130 (-100%)

Value—

Asset Management Group, Inc.

N/A

Shares— from 63,029

Change-63,029 (-100%)

Value—

Birchcreek Wealth Management, LLC

N/A

Shares— from 60,592

Change-60,592 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 49,178

Change-49,178 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 48,085

Change-48,085 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 45,286

Change-45,286 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 44,615

Change-44,615 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 40,330

Change-40,330 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 39,931

Change-39,931 (-100%)

Value—

Rather & Kittrell, Inc.

N/A

Shares— from 33,473

Change-33,473 (-100%)

Value—

FMR LLC

N/A

Shares— from 31,876

Change-31,876 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 31,000

Change-31,000 (-100%)

Value—

Fort Point Capital Partners LLC

N/A

Shares— from 30,969

Change-30,969 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 28,874

Change-28,874 (-100%)

Value—

Balanced Wealth Group LLC

N/A

Shares— from 28,387

Change-28,387 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 26,960

Change-26,960 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 24,759

Change-24,759 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 24,581

Change-24,581 (-100%)

Value—

Sykon Capital LLC

N/A

Shares— from 23,790

Change-23,790 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 23,738

Change-23,738 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 21,747

Change-21,747 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 20,723

Change-20,723 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 19,853

Change-19,853 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 17,755

Change-17,755 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 17,716

Change-17,716 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 15,936

Change-15,936 (-100%)

Value—

RIK Saylor Financial, Inc.

N/A

Shares— from 14,613

Change-14,613 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 14,127

Change-14,127 (-100%)

Value—

Disciplined Investments, LLC

N/A

Shares— from 13,976

Change-13,976 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 13,105

Change-13,105 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 12,984

Change-12,984 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 10,339

Change-10,339 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,718

Change-9,718 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 9,189

Change-9,189 (-100%)

Value—

Polen Capital Management LLC

N/A

Shares— from 8,672

Change-8,672 (-100%)

Value—

Cornerstone Financial Group, LLC

N/A

Shares— from 8,514

Change-8,514 (-100%)

Value—

Maxele Advisors, LLC

N/A

Shares— from 8,091

Change-8,091 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 7,663

Change-7,663 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 7,456

Change-7,456 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 7,165

Change-7,165 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 6,949

Change-6,949 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 5,597

Change-5,597 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 4,516

Change-4,516 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 2,602

Change-2,602 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 2,194

Change-2,194 (-100%)

Value—

Blair William & Co

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,873

Change-1,873 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 1,664

Change-1,664 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 1,152

Change-1,152 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 1,081

Change-1,081 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1,037

Change-1,037 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 1,009

Change-1,009 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 771

Change-771 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 651

Change-651 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 600

Change-600 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 518

Change-518 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 494

Change-494 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 349

Change-349 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 347

Change-347 (-100%)

Value—

CNB Bank

N/A

Shares— from 330

Change-330 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 200

Change-200 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 129

Change-129 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 107

Change-107 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 98

Change-98 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 97

Change-97 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 72

Change-72 (-100%)

Value—

1 North Wealth Services LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 29

Change-29 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 4

Change-4 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Lido Advisors, LLC	INCREASED	1,328,117	1,113,126	+214,991	+19%	$32.6M	$36.1M	+$3.5M	2026-11-04
Black Diamond Financial, LLC	INCREASED	992,015	897,336	+94,679	+11%	$26.3M	$27.0M	+$671.0K	2026-10-26
Citizens & Northern Corp	INCREASED	983,267	953,634	+29,633	+3%	$27.9M	$26.7M	-$1.2M	2026-11-06
Truefg, LLC	INCREASED	728,436	707,277	+21,159	+3%	$20.7M	$19.8M	-$924.3K	2026-10-15
LPL Financial LLC	INCREASED	664,524	606,359	+58,165	+10%	$17.8M	$18.1M	+$295.5K	2026-11-06
PNC Financial Services Group, Inc.	DECREASED	584,459	635,609	-51,150	-8%	$18.6M	$15.9M	-$2.7M	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	444,618	550,820	-106,202	-19%	$16.1M	$12.1M	-$4.1M	2026-11-02
Diversify Wealth Management, LLC	INCREASED	376,148	348,236	+27,912	+8%	$10.6M	$10.4M	-$201.1K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	376,148	348,236	+27,912	+8%	$10.6M	$10.4M	-$201.1K	2026-10-20
Vicus Capital	NEW	335,142	—	+335,142	—	—	$9.1M	—	2026-11-05
Marotta Asset Management	INCREASED	277,985	271,595	+6,390	+2%	$8.0M	$7.6M	-$440.1K	2026-10-02
Heck Capital Advisors, LLC	INCREASED	232,425	229,503	+2,922	+1%	$6.7M	$6.3M	-$407.1K	2026-10-14
Dynamic Advisor Solutions LLC	INCREASED	226,201	218,481	+7,720	+4%	$6.4M	$6.1M	-$253.4K	2026-10-13
AGF Management LTD	INCREASED	219,522	217,104	+2,418	+1%	$6.4M	$6.0M	-$394.5K	2026-11-03
RFG Advisory, LLC	INCREASED	207,635	167,965	+39,670	+24%	$4.9M	$5.6M	+$722.1K	2026-11-03
Creative Planning	DECREASED	200,650	203,021	-2,371	-1%	$5.9M	$5.5M	-$494.9K	2026-11-02
American Financial & TAX Strategies Inc	DECREASED	198,976	199,554	-578	0%	$5.8M	$5.4M	-$438.8K	2026-10-16
Townsend Financial Planning, LLC	INCREASED	171,815	171,682	+133	+0%	$5.0M	$4.7M	-$360.3K	2026-11-02
Physician Wealth Advisors, Inc.	DECREASED	153,800	159,503	-5,703	-4%	$4.7M	$4.2M	-$493.1K	2026-10-20
Essential Planning, Llc.	INCREASED	136,212	135,769	+443	+0%	$4.0M	$3.7M	-$275.8K	2026-10-21
Independent Solutions Wealth Management, LLC	INCREASED	117,019	115,332	+1,687	+1%	$3.4M	$3.2M	-$198.6K	2026-10-28
Prospect Financial Group LLC	DECREASED	114,045	124,636	-10,591	-8%	$3.7M	$3.1M	-$552.1K	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	113,717	105,148	+8,569	+8%	$3.1M	$3.1M	+$10.0K	2026-11-02
Park Avenue Securities LLC	INCREASED	109,939	108,642	+1,297	+1%	$3.2M	$3.0M	-$195.0K	2026-10-26
SigFig Wealth Management, LLC	DECREASED	108,480	113,284	-4,804	-4%	$3.4M	$2.9M	-$430.8K	2026-10-07
Livet Wealth, LLC	INCREASED	92,048	89,667	+2,381	+3%	$2.6M	$2.5M	-$125.4K	2026-10-27
Sachem Hill LLC	DECREASED	90,405	91,098	-693	-1%	$2.7M	$2.5M	-$212.0K	2026-10-14
Lodestar Private Asset Management LLC	DECREASED	82,374	87,011	-4,637	-5%	$2.5M	$2.2M	-$310.5K	2026-10-26
Summit Wealth Group LLC / Co	DECREASED	66,257	69,035	-2,778	-4%	$2.0M	$1.8M	-$221.9K	2026-10-29
Fifth Third Securities, Inc.	INCREASED	65,914	65,510	+404	+1%	$1.9M	$1.8M	-$127.9K	2026-10-21
Eagle Bay Advisors LLC	DECREASED	65,201	68,053	-2,852	-4%	$2.0M	$1.8M	-$221.8K	2026-10-16
Kestra Advisory Services, LLC	INCREASED	59,684	45,792	+13,892	+30%	$1.3M	$1.6M	+$280.5K	2026-11-02
Atria Investments, Inc	DECREASED	59,116	61,443	-2,327	-4%	$1.8M	$1.6M	-$193.5K	2026-10-15
Beaumont Financial Advisors, LLC	INCREASED	57,273	55,008	+2,265	+4%	$1.6M	$1.6M	-$55.1K	2026-10-22
Marks Group Wealth Management, Inc	UNCHANGED	55,559	55,559	0	0%	$1.6M	$1.5M	-$117.8K	2026-11-05
Tortoise Investment Management, LLC	DECREASED	55,128	62,874	-7,746	-12%	$1.8M	$1.5M	-$343.8K	2026-11-06
HF Advisory Group, LLC	DECREASED	54,787	55,036	-249	0%	$1.6M	$1.5M	-$123.5K	2026-10-09
Soltis Investment Advisors LLC	INCREASED	54,531	54,387	+144	+0%	$1.6M	$1.5M	-$111.4K	2026-10-28
Farther Finance Advisors, LLC	DECREASED	51,802	52,577	-775	-1%	$1.5M	$1.4M	-$132.5K	2026-10-08
Citigroup Inc	INCREASED	47,335	25,558	+21,777	+85%	$748.8K	$1.3M	+$537.7K	2026-11-04
Northwest Wealth Advisors, LLC	INCREASED	46,903	35,685	+11,218	+31%	$1.0M	$1.3M	+$229.3K	2026-11-02
21 West Wealth Management LLC	DECREASED	44,684	44,741	-57	0%	$1.3M	$1.2M	-$96.4K	2026-10-13
J.W. Cole Advisors, Inc.	DECREASED	39,924	40,675	-751	-2%	$1.2M	$1.1M	-$106.6K	2026-11-05
Glass Jacobson Investment Advisors llc	DECREASED	35,785	36,485	-700	-2%	$1.1M	$972.6K	-$96.4K	2026-10-26
Life Planning Partners, Inc	DECREASED	35,156	37,232	-2,076	-6%	$1.1M	$955.5K	-$135.4K	2026-10-28
PKS Advisory Services, LLC	UNCHANGED	34,201	34,201	0	0%	$1.0M	$1.0M	$0	2026-10-26
Integrated Capital Management, Inc.	DECREASED	32,161	33,324	-1,163	-3%	$976.4K	$874.1K	-$102.2K	2026-10-09
Blue Jean Financial LLC	DECREASED	31,687	33,203	-1,516	-5%	$972.8K	$861.3K	-$111.6K	2026-10-20
New England Private Wealth Advisors LLC	INCREASED	30,584	30,333	+251	+1%	$927.9K	$831.3K	-$96.6K	2026-10-19
Fingerlakes Wealth Management, Inc.	INCREASED	28,174	25,722	+2,452	+10%	$753.7K	$765.8K	+$12.1K	2026-11-04
Savant Capital, LLC	DECREASED	25,508	27,511	-2,003	-7%	$806.1K	$693.3K	-$112.8K	2026-11-06
IFP Advisors, Inc	INCREASED	24,780	24,573	+207	+1%	$720.0K	$673.5K	-$46.5K	2026-10-16
Smith Salley Wealth Management	INCREASED	23,375	23,359	+16	+0%	$684.4K	$635.3K	-$49.1K	2026-11-03
Larson Financial Group LLC	INCREASED	20,825	19,892	+933	+5%	$582.8K	$566.0K	-$16.8K	2026-11-05
Compound Planning, Inc.	INCREASED	20,665	17,441	+3,224	+18%	$511.0K	$561.7K	+$50.7K	2026-11-05
Investmark Advisory Group LLC	DECREASED	20,339	20,825	-486	-2%	$610.2K	$552.8K	-$57.4K	2026-10-27
Galvin, Gaustad & Stein, LLC	DECREASED	18,085	18,472	-387	-2%	$541.2K	$491.6K	-$49.6K	2026-10-08
Capital Investment Advisory Services, LLC	DECREASED	16,886	16,989	-103	-1%	$497.8K	$461.6K	-$36.2K	2026-10-30
Independence Financial Advisors, LLC	INCREASED	13,770	13,665	+105	+1%	$400.4K	$374.3K	-$26.1K	2026-10-08
Thompson Investment Management, Inc.	INCREASED	13,290	12,466	+824	+7%	$365.2K	$361.2K	-$4.0K	2026-10-14
Wealth Enhancement Advisory Services, LLC	INCREASED	13,162	12,279	+883	+7%	$362.9K	$356.8K	-$6.0K	2026-10-13
Modera Wealth Management, LLC	INCREASED	12,010	11,267	+743	+7%	$330.1K	$326.4K	-$3.7K	2026-10-28
Brookstone Capital Management	DECREASED	11,665	11,861	-196	-2%	$347.5K	$317.1K	-$30.5K	2026-10-22
Clearview Wealth Management LLC	UNCHANGED	11,496	11,496	0	0%	$336.8K	$317.6K	-$19.2K	2026-10-16
Penobscot Wealth Management	INCREASED	11,459	11,223	+236	+2%	$328.8K	$311.4K	-$17.4K	2026-10-21
Kohmann Bosshard Financial Services, LLC	UNCHANGED	11,131	11,131	0	0%	$326.1K	$302.5K	-$23.6K	2026-11-04
KDK Private Wealth Management, LLC	INCREASED	10,722	10,704	+18	+0%	$313.6K	$291.4K	-$22.2K	2026-11-03
Meridian Wealth Management, LLC	INCREASED	10,587	7,987	+2,600	+33%	$234.0K	$287.8K	+$53.8K	2026-11-05
Mission Wealth Management, LP	DECREASED	9,685	10,157	-472	-5%	$297.6K	$263.2K	-$34.4K	2026-10-15
Blue Trust, Inc.	INCREASED	9,157	8,436	+721	+9%	$247.2K	$248.9K	+$1.7K	2026-10-15
NorthLanding Financial Partners, LLC	DECREASED	8,965	9,162	-197	-2%	$268.4K	$243.7K	-$24.8K	2026-10-15
PFG Advisors	INCREASED	8,893	8,884	+9	+0%	$260.3K	$241.7K	-$18.6K	2026-10-16
Citizens Financial Group Inc	INCREASED	8,590	7,254	+1,336	+18%	$212.5K	$233.5K	+$21.0K	2026-10-23
Demars Financial Group, LLC	DECREASED	8,333	8,373	-40	0%	$245.3K	$226.5K	-$18.8K	2026-10-22
Financial Freedom, LLC	DECREASED	5,664	7,012	-1,348	-19%	$205.4K	$153.9K	-$51.5K	2026-11-06
Wilmington Savings Fund Society, FSB	DECREASED	5,349	6,809	-1,460	-21%	$199.5K	$145.4K	-$54.1K	2026-10-23
Fifth Third Bancorp	INCREASED	4,327	4,305	+22	+1%	$126.1K	$117.6K	-$8.5K	2026-11-05
CX Institutional	INCREASED	3,767	3,740	+27	+1%	$110	$102	-$8	2026-10-02
Financial Perspectives, Inc	INCREASED	3,184	3,181	+3	+0%	$93.2K	$86.5K	-$6.7K	2026-11-03
Aspect Partners, LLC	UNCHANGED	2,322	2,322	0	0%	$68.0K	$63.1K	-$4.9K	2026-10-20
Stone House Investment Management, LLC	INCREASED	1,967	1,966	+1	+0%	$57.6K	$53.5K	-$4.1K	2026-10-23
Elevated Capital Advisors, LLC	DECREASED	1,771	3,397	-1,626	-48%	$99.5K	$48.1K	-$51.4K	2026-11-04
Compass Financial Management LLC	DECREASED	1,037	1,455	-418	-29%	$43.2K	$28.2K	-$15.0K	2026-10-30
Creative Financial Designs Inc	UNCHANGED	994	994	0	0%	$29.1K	$27.0K	-$2.1K	2026-11-04
Decker Retirement Planning Inc.	INCREASED	660	638	+22	+3%	$18.7K	$17.9K	-$754	2026-10-19
Assetmark, Inc	INCREASED	651	252	+399	+158%	$7.4K	$17.7K	+$10.3K	2026-10-21
Quest 10 Wealth Builders, Inc.	INCREASED	650	322	+328	+102%	$9.4K	$17.7K	+$8.2K	2026-11-02
EverSource Wealth Advisors, LLC	NEW	350	—	+350	—	—	$9.5K	—	2026-11-04
Clearstead Advisors, LLC	UNCHANGED	302	302	0	0%	$8.8K	$8.2K	-$640	2026-11-06
Latitude Advisors, LLC	NEW	235	—	+235	—	—	$6.4K	—	2026-10-27
Vision Financial Markets LLC	INCREASED	221	219	+2	+1%	$6.4K	$6.0K	-$479	2026-10-22
Investors Research Corp	UNCHANGED	177	177	0	0%	$5.2K	$4.8K	-$375	2026-10-07
Tounjian Advisory Partners, LLC	INCREASED	131	130	+1	+1%	$3.8K	$3.6K	-$246	2026-11-04
Pathway Financial Advisers, LLC	NEW	116	—	+116	—	—	$3.2K	—	2026-10-27
Allspring Global Investments Holdings, LLC	INCREASED	70	10	+60	+600%	$297	$1.9K	+$1.6K	2026-11-04
Root Financial Partners, LLC	NEW	44	—	+44	—	—	$1.2K	—	2026-10-21
High Note Wealth, LLC	UNCHANGED	36	36	0	0%	$1.1K	$978	-$77	2026-10-27
Ascentis Wealth Management, LLC	NEW	32	—	+32	—	—	$869	—	2026-11-03
Allworth Financial LP	UNCHANGED	32	32	0	0%	$934	$934	$0	2026-11-06
Evolution Wealth Management Inc.	UNCHANGED	32	32	0	0%	$938	$870	-$68	2026-10-28
AlphaCore Capital LLC	UNCHANGED	30	30	0	0%	$879	$815	-$64	2026-11-04
Key Capital Management, Inc	UNCHANGED	25	25	0	0%	$733	$680	-$53	2026-11-03
CoreCap Advisors, LLC	NEW	17	—	+17	—	—	$462	—	2026-10-08
Mechanics Financial Corp	UNCHANGED	7	7	0	0%	$205	$190	-$15	2026-11-05
Russell Investments Group, Ltd.	INCREASED	6	1	+5	+500%	$29	$163	+$134	2026-11-06
Parallel Advisors, LLC	UNCHANGED	4	4	0	0%	$117	$109	-$8	2026-11-03
Global View Capital Management LLC	CLOSED	0	76,656	-76,656	-100%	$2.2M	$0	-$2.2M	2026-10-28
Robertson Stephens Wealth Management, LLC	CLOSED	0	15,212	-15,212	-100%	$445.7K	$0	-$445.7K	2026-10-16
Lynch & Associates	CLOSED	0	13,991	-13,991	-100%	$409.9K	$0	-$409.9K	2026-10-13
Merit Financial Group, LLC	CLOSED	0	7,252	-7,252	-100%	$212.5K	$0	-$212.5K	2026-11-06
AdvisorNet Financial, Inc	CLOSED	0	446	-446	-100%	$13.1K	$0	-$13.1K	2026-10-15
Financial Network Wealth Advisors LLC	CLOSED	0	75	-75	-100%	$2.2K	$0	-$2.2K	2026-10-28
Strengthening Families & Communities, LLC	CLOSED	0	63	-63	-100%	$1.8K	$0	-$1.8K	2026-10-21
Provenance Wealth Advisors, LLC	CLOSED	0	15	-15	-100%	$440	$0	-$440	2026-10-30
Raleigh Capital Management Inc.	CLOSED	0	1	-1	-100%	$17	$0	-$17	2026-10-28
Bank of America Corp	N/A	—	10,474,151	-10,474,151	-100%	$306.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	869,139	-869,139	-100%	$25.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	834,747	-834,747	-100%	$24.5M	—	—	—
MAI Capital Management	N/A	—	751,885	-751,885	-100%	$22.0M	—	—	—
Riverpoint Wealth Management Holdings, LLC	N/A	—	574,099	-574,099	-100%	$16.8M	—	—	—
Cetera Investment Advisers	N/A	—	414,726	-414,726	-100%	$12.2M	—	—	—
Pure Financial Advisors, LLC	N/A	—	374,745	-374,745	-100%	$11.0M	—	—	—
Payne Capital Management, LLC	N/A	—	326,406	-326,406	-100%	$9.6M	—	—	—
Pasadena Private Wealth, LLC	N/A	—	290,004	-290,004	-100%	$8.5M	—	—	—
MML Investors Services, LLC	N/A	—	251,290	-251,290	-100%	$7.4M	—	—	—
AE Wealth Management LLC	N/A	—	242,504	-242,504	-100%	$7.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	210,574	-210,574	-100%	$6.2M	—	—	—
Raymond James Financial Inc	N/A	—	207,182	-207,182	-100%	$6.1M	—	—	—
Morgan Stanley	N/A	—	188,778	-188,778	-100%	$5.5M	—	—	—
HighTower Advisors, LLC	N/A	—	152,525	-152,525	-100%	$4.5M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	148,155	-148,155	-100%	$4.3M	—	—	—
EP Wealth Advisors, LLC	N/A	—	145,026	-145,026	-100%	$4.2M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	133,050	-133,050	-100%	$3.9M	—	—	—
Mariner, LLC	N/A	—	111,416	-111,416	-100%	$3.3M	—	—	—
UBS Group AG	N/A	—	82,177	-82,177	-100%	$2.4M	—	—	—
NorthCoast Asset Management LLC	N/A	—	81,922	-81,922	-100%	$2.4M	—	—	—
Raffa Wealth Management, LLC	N/A	—	81,795	-81,795	-100%	$2.4M	—	—	—
Sachetta, LLC	N/A	—	81,586	-81,586	-100%	$2.4M	—	—	—
Stifel Financial Corp	N/A	—	79,671	-79,671	-100%	$2.3M	—	—	—
Nwam LLC	N/A	—	79,063	-79,063	-100%	$2.3M	—	—	—
Beckerman Institutional, LLC	N/A	—	77,119	-77,119	-100%	$2.3M	—	—	—
Royal Bank of Canada	N/A	—	76,377	-76,377	-100%	$2.2M	—	—	—
Mercer Global Advisors Inc	N/A	—	71,955	-71,955	-100%	$2.1M	—	—	—
Palisades Hudson Asset Management, L.P.	N/A	—	63,130	-63,130	-100%	$1.9M	—	—	—
Asset Management Group, Inc.	N/A	—	63,029	-63,029	-100%	$1.8M	—	—	—
Birchcreek Wealth Management, LLC	N/A	—	60,592	-60,592	-100%	$1.8M	—	—	—
Ameriprise Financial Inc	N/A	—	49,178	-49,178	-100%	$1.4M	—	—	—
Rehmann Capital Advisory Group	N/A	—	48,085	-48,085	-100%	$1.4M	—	—	—
Savvy Advisors, Inc.	N/A	—	45,286	-45,286	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	44,615	-44,615	-100%	$1.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	40,330	-40,330	-100%	$1.2M	—	—	—
Smith, Moore & Co.	N/A	—	39,931	-39,931	-100%	$1.2M	—	—	—
Rather & Kittrell, Inc.	N/A	—	33,473	-33,473	-100%	$980.8K	—	—	—
FMR LLC	N/A	—	31,876	-31,876	-100%	$934.0K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	31,000	-31,000	-100%	$908.3K	—	—	—
Fort Point Capital Partners LLC	N/A	—	30,969	-30,969	-100%	$907.4K	—	—	—
Wells Fargo & Company	N/A	—	28,874	-28,874	-100%	$846.0K	—	—	—
Balanced Wealth Group LLC	N/A	—	28,387	-28,387	-100%	$831.8K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	26,960	-26,960	-100%	$789.9K	—	—	—
JPMorgan Chase & Co	N/A	—	24,759	-24,759	-100%	$738.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	24,581	-24,581	-100%	$720.2K	—	—	—
Sykon Capital LLC	N/A	—	23,790	-23,790	-100%	$697.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	23,738	-23,738	-100%	$695.5K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	21,747	-21,747	-100%	$637.2K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	20,723	-20,723	-100%	$607.2K	—	—	—
Private Advisor Group, LLC	N/A	—	19,853	-19,853	-100%	$581.7K	—	—	—
Arax Advisory Partners	N/A	—	17,755	-17,755	-100%	$520.2K	—	—	—
BFC Planning, Inc.	N/A	—	17,716	-17,716	-100%	$519.1K	—	—	—
Advisory Services Network, LLC	N/A	—	15,936	-15,936	-100%	$466.9K	—	—	—
RIK Saylor Financial, Inc.	N/A	—	14,613	-14,613	-100%	$428.2K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	14,127	-14,127	-100%	$413.9K	—	—	—
Disciplined Investments, LLC	N/A	—	13,976	-13,976	-100%	$409.5K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	13,105	-13,105	-100%	$384.0K	—	—	—
Keel Point, LLC	N/A	—	12,984	-12,984	-100%	$380.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11,500	-11,500	-100%	$336.9K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	10,339	-10,339	-100%	$303.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	9,718	-9,718	-100%	$291.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	9,189	-9,189	-100%	$274.1K	—	—	—
Polen Capital Management LLC	N/A	—	8,672	-8,672	-100%	$254.1K	—	—	—
Cornerstone Financial Group, LLC	N/A	—	8,514	-8,514	-100%	$249.5K	—	—	—
Maxele Advisors, LLC	N/A	—	8,091	-8,091	-100%	$237.1K	—	—	—
Principal Securities, Inc.	N/A	—	7,663	-7,663	-100%	$224.5K	—	—	—
Talon Private Wealth, LLC	N/A	—	7,456	-7,456	-100%	$218.5K	—	—	—
Snowden Capital Advisors LLC	N/A	—	7,165	-7,165	-100%	$209.9K	—	—	—
Foster & Motley Inc	N/A	—	6,949	-6,949	-100%	$204.0K	—	—	—
Ancora Advisors LLCA	N/A	—	5,597	-5,597	-100%	$164.0K	—	—	—
Colonial Trust Advisors	N/A	—	4,516	-4,516	-100%	$132.3K	—	—	—
Qube Research & Technologies Ltd	N/A	—	2,602	-2,602	-100%	$76.2K	—	—	—
Colonial Trust Co / SC	N/A	—	2,194	-2,194	-100%	$64.3K	—	—	—
Blair William & Co	N/A	—	2,000	-2,000	-100%	$58.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,873	-1,873	-100%	$54.9K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	1,664	-1,664	-100%	$48.8K	—	—	—
Brown Brothers Harriman & Co	N/A	—	1,152	-1,152	-100%	$33.8K	—	—	—
Quent Capital, LLC	N/A	—	1,081	-1,081	-100%	$31.7K	—	—	—
SHP Wealth Management	N/A	—	1,037	-1,037	-100%	$30.4K	—	—	—
Darwin Wealth Management, LLC	N/A	—	1,009	-1,009	-100%	$29.6K	—	—	—
Glenmede Trust Co NA	N/A	—	771	-771	-100%	$22.6K	—	—	—
Dogwood Wealth Management LLC	N/A	—	651	-651	-100%	$19.1K	—	—	—
Johnson Financial Group, Inc.	N/A	—	600	-600	-100%	$17.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	518	-518	-100%	$15.2K	—	—	—
Crewe Advisors LLC	N/A	—	494	-494	-100%	$14.5K	—	—	—
Napier Financial, LLC	N/A	—	349	-349	-100%	$10.2K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	347	-347	-100%	$10.2K	—	—	—
CNB Bank	N/A	—	330	-330	-100%	$9.7K	—	—	—
Bank of Montreal	N/A	—	200	-200	-100%	$5.9K	—	—	—
BlackRock, Inc.	N/A	—	129	-129	-100%	$3.8K	—	—	—
Bogart Wealth, LLC	N/A	—	107	-107	-100%	$3.1K	—	—	—
Glassman Wealth Services	N/A	—	98	-98	-100%	$2.9K	—	—	—
Harbour Investments, Inc.	N/A	—	97	-97	-100%	$2.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	72	-72	-100%	$2.1K	—	—	—
1 North Wealth Services LLC	N/A	—	63	-63	-100%	$1.8K	—	—	—
IFG Advisory, LLC	N/A	—	50	-50	-100%	$1.5K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	46	-46	-100%	$1.3K	—	—	—
WealthCollab, LLC	N/A	—	43	-43	-100%	$1.3K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	29	-29	-100%	$853	—	—	—
Aptus Capital Advisors, LLC	N/A	—	19	-19	-100%	$557	—	—	—
Hantz Financial Services, Inc.	N/A	—	4	-4	-100%	$0	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	3	-3	-100%	$108	—	—	—
Atomic Invest LLC	N/A	—	1	-1	-100%	$35	—	—	—

Showing 219 of 219 institutions