Invesco Water Resources ETF (PHO)

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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Perigon Wealth Management, LLC

INCREASED

Shares481,251 from 477,462

Change+3,789 (+1%)

Value$32.6M (-$339.8K)

Filed 2026-10-22

Atria Investments, Inc

INCREASED

Shares464,792 from 458,767

Change+6,025 (+1%)

Value$31.5M (-$164.8K)

Filed 2026-10-15

Prism Advisors, Inc.

DECREASED

Shares176,546 from 179,122

Change-2,576 (-1%)

Value$12.0M (-$342.1K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares138,654 from 156,103

Change-17,449 (-11%)

Value$9.4M (-$1.4M)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares104,704 from 99,888

Change+4,816 (+5%)

Value$7.1M (+$201.8K)

Filed 2026-10-28

Sage Capital Management, LLC

DECREASED

Shares96,522 from 96,853

Change-331 (0%)

Value$6.5M (-$143.4K)

Filed 2026-10-20

Allstreet Capital Advisors LLC

INCREASED

Shares77,669 from 77,391

Change+278 (+0%)

Value$5.3M (-$77.9K)

Filed 2026-11-04

Kestra Advisory Services, LLC

DECREASED

Shares73,608 from 76,069

Change-2,461 (-3%)

Value$5.0M (-$262.1K)

Filed 2026-11-02

WealthSpring Partners, LLC

DECREASED

Shares73,077 from 99,343

Change-26,266 (-26%)

Value$5.0M (-$1.9M)

Filed 2026-10-14

Creative Planning

INCREASED

Shares65,485 from 64,890

Change+595 (+1%)

Value$4.4M (-$40.7K)

Filed 2026-11-02

Avior Wealth Management, LLC

NEW

Shares56,814

Change+56,814

Value$3.9M

Filed 2026-10-13

IFP Advisors, Inc

DECREASED

Shares56,614 from 56,740

Change-126 (0%)

Value$3.8M (-$79.5K)

Filed 2026-10-16

Raab & Moskowitz Asset Management LLC

DECREASED

Shares56,433 from 57,388

Change-955 (-2%)

Value$3.8M (-$136.5K)

Filed 2026-11-02

Linscomb Wealth, Inc.

UNCHANGED

Shares51,008 from 51,008

Change0 (0%)

Value$3.5M (-$63.8K)

Filed 2026-11-05

Verity Asset Management, Inc.

INCREASED

Shares33,390 from 33,126

Change+264 (+1%)

Value$2.3M (-$23.5K)

Filed 2026-10-30

Chicago Partners Investment Group LLC

INCREASED

Shares32,019 from 31,985

Change+34 (+0%)

Value$2.3M (+$143.8K)

Filed 2026-10-27

SeaCrest Wealth Management, LLC

INCREASED

Shares31,466 from 29,875

Change+1,591 (+5%)

Value$2.1M (+$70.6K)

Filed 2026-10-21

Rockingstone Advisors LLC

DECREASED

Shares30,899 from 31,209

Change-310 (-1%)

Value$2.1M (-$60.0K)

Filed 2026-10-16

Parsons Capital Management Inc

UNCHANGED

Shares28,117 from 28,117

Change0 (0%)

Value$1.9M (-$35.1K)

Filed 2026-10-28

Curbstone Financial Management Corp

DECREASED

Shares25,450 from 26,150

Change-700 (-3%)

Value$1.7M (-$80.2K)

Filed 2026-10-21

Trust Co

UNCHANGED

Shares25,075 from 25,075

Change0 (0%)

Value$1.7M (-$31.3K)

Filed 2026-10-09

J.W. Cole Advisors, Inc.

INCREASED

Shares22,568 from 22,033

Change+535 (+2%)

Value$1.5M (+$8.8K)

Filed 2026-11-05

Silverlake Wealth Management LLC

DECREASED

Shares20,584 from 22,823

Change-2,239 (-10%)

Value$1.4M (-$180.4K)

Filed 2026-10-21

Bond & Devick Financial Network, Inc.

DECREASED

Shares19,646 from 20,232

Change-586 (-3%)

Value$1.3M (-$65.0K)

Filed 2026-10-23

Weatherly Asset Management L. P.

DECREASED

Shares18,897 from 18,972

Change-75 (0%)

Value$1.3M (-$28.8K)

Filed 2026-10-20

Secure Asset Management, LLC

INCREASED

Shares16,828 from 16,542

Change+286 (+2%)

Value$1.1M (-$1.3K)

Filed 2026-10-19

American Institute for Advanced Investment Management, LLP

INCREASED

Shares16,805 from 16,330

Change+475 (+3%)

Value$1.1M (+$11.8K)

Filed 2026-11-03

Oppenheimer & Co Inc

DECREASED

Shares16,734 from 22,829

Change-6,095 (-27%)

Value$1.1M (-$442.0K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

NEW

Shares16,585

Change+16,585

Value$1.1M

Filed 2026-10-16

AlphaCore Capital LLC

INCREASED

Shares16,343 from 14,143

Change+2,200 (+16%)

Value$1.1M (+$131.5K)

Filed 2026-11-04

Gouws Capital LLC

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$1.1M (-$20.0K)

Filed 2026-10-09

Dynamic Advisor Solutions LLC

INCREASED

Shares15,396 from 15,291

Change+105 (+1%)

Value$1.0M (-$11.9K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares15,252 from 15,480

Change-228 (-1%)

Value$1.0M (-$34.0K)

Filed 2026-11-02

Spire Wealth Management

DECREASED

Shares14,754 from 15,385

Change-631 (-4%)

Value$1.0M (-$62.0K)

Filed 2026-10-30

Apollon Wealth Management, LLC

INCREASED

Shares14,626 from 12,333

Change+2,293 (+19%)

Value$992.1K (+$140.1K)

Filed 2026-10-23

FSM Wealth Advisors, LLC

INCREASED

Shares14,199 from 14,007

Change+192 (+1%)

Value$973.9K (+$6.3K)

Filed 2026-10-27

Wealthcare Advisory Partners LLC

INCREASED

Shares13,871 from 12,894

Change+977 (+8%)

Value$940.9K (+$50.2K)

Filed 2026-10-21

Truist Financial Corp

INCREASED

Shares12,676 from 12,488

Change+188 (+2%)

Value$859.8K (-$2.9K)

Filed 2026-10-30

LexAurum Advisors, LLC

DECREASED

Shares12,325 from 12,333

Change-8 (0%)

Value$836.0K (-$16.0K)

Filed 2026-10-19

Altfest L J & Co Inc

UNCHANGED

Shares11,981 from 11,981

Change0 (0%)

Value$812.7K (-$15.0K)

Filed 2026-10-27

First City Capital Management, Inc.

UNCHANGED

Shares11,335 from 11,335

Change0 (0%)

Value$768.9K (-$14.2K)

Filed 2026-10-27

Equitable Trust Co

DECREASED

Shares11,010 from 13,942

Change-2,932 (-21%)

Value$746.8K (-$216.3K)

Filed 2026-10-13

Beam Wealth Advisors, Inc.

NEW

Shares11,006

Change+11,006

Value$746.5K

Filed 2026-11-03

NTV Asset Management LLC

DECREASED

Shares11,000 from 11,125

Change-125 (-1%)

Value$746.1K (-$22.4K)

Filed 2026-10-23

Ascentis Independent Advisors

NEW

Shares10,168

Change+10,168

Value$690.0K

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares9,462 from 8,226

Change+1,236 (+15%)

Value$644.9K (+$76.9K)

Filed 2026-10-13

Independent Financial Group, LLC

INCREASED

Shares9,407 from 8,897

Change+510 (+6%)

Value$638.1K (+$23.5K)

Filed 2026-10-13

US Bancorp \de\

DECREASED

Shares9,357 from 9,878

Change-521 (-5%)

Value$634.7K (-$47.7K)

Filed 2026-11-05

Choreo, LLC

UNCHANGED

Shares9,330 from 9,330

Change0 (0%)

Value$632.9K (-$11.7K)

Filed 2026-10-28

Lynx Investment Advisory

INCREASED

Shares9,094 from 9,093

Change+1 (+0%)

Value$616.8K (-$11.3K)

Filed 2026-10-27

Nations Financial Group Inc,

INCREASED

Shares9,030 from 8,139

Change+891 (+11%)

Value$612.6K (+$50.3K)

Filed 2026-11-05

Crestwood Advisors Group, LLC

DECREASED

Shares8,985 from 9,184

Change-199 (-2%)

Value$609.5K (-$25.0K)

Filed 2026-10-27

Flagship Harbor Advisors, LLC

INCREASED

Shares8,652 from 8,651

Change+1 (+0%)

Value$586.8K (-$10.8K)

Filed 2026-10-26

Retirement Planning Co of New England, Inc.

INCREASED

Shares8,425 from 8,419

Change+6 (+0%)

Value$571.5K (-$10.1K)

Filed 2026-10-15

Welch & Forbes LLC

DECREASED

Shares8,100 from 8,300

Change-200 (-2%)

Value$549.4K (-$23.9K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares8,025 from 2,850

Change+5,175 (+182%)

Value$544.3K (+$347.5K)

Filed 2026-10-08

Mesirow Financial Investment Management, Inc.

INCREASED

Shares7,949 from 7,947

Change+2 (+0%)

Value$539.2K (-$9.7K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares7,901 from 8,231

Change-330 (-4%)

Value$535.9K (-$32.7K)

Filed 2026-11-05

Gerber, LLC

UNCHANGED

Shares7,835 from 7,835

Change0 (0%)

Value$531.4K (-$9.8K)

Filed 2026-10-21

International Assets Investment Management, LLC

INCREASED

Shares7,784 from 7,691

Change+93 (+1%)

Value$527.5K (-$2.3K)

Filed 2026-11-02

Lpwm LLC

INCREASED

Shares7,408 from 7,387

Change+21 (+0%)

Value$502.5K (-$7.8K)

Filed 2026-10-20

SS&H Financial Advisors, Inc.

UNCHANGED

Shares7,200 from 7,200

Change0 (0%)

Value$488.0K (-$9.0K)

Filed 2026-10-28

Howard Capital Management Group, LLC

DECREASED

Shares7,121 from 7,122

Change-1 (0%)

Value$483.1K (-$8.9K)

Filed 2026-10-16

Beese Fulmer Investment Management, Inc.

UNCHANGED

Shares7,100 from 7,100

Change0 (0%)

Value$481.6K (-$8.9K)

Filed 2026-10-23

Kingswood Wealth Advisors, LLC

NEW

Shares6,363

Change+6,363

Value$431.6K

Filed 2026-10-23

Central Trust Co

UNCHANGED

Shares6,211 from 6,211

Change0 (0%)

Value$421.3K (-$7.8K)

Filed 2026-11-05

Ferguson Wellman Capital Management, Inc

DECREASED

Shares6,132 from 6,582

Change-450 (-7%)

Value$415.9K (-$38.8K)

Filed 2026-10-05

Walkner Condon Financial Advisors LLC

INCREASED

Shares6,062 from 5,341

Change+721 (+14%)

Value$411.2K (+$42.2K)

Filed 2026-11-02

North Star Investment Management Corp.

INCREASED

Shares5,922 from 5,921

Change+1 (+0%)

Value$401.7K (-$7.4K)

Filed 2026-10-27

StoneX Group Inc.

DECREASED

Shares5,860 from 5,885

Change-25 (0%)

Value$403.9K (+$1.2K)

Filed 2026-11-03

Sugar Maple Asset Management, LLC

NEW

Shares5,750

Change+5,750

Value$390.0K

Filed 2026-10-13

Graves Light Lenhart Wealth, Inc.

INCREASED

Shares5,701 from 5,700

Change+1 (+0%)

Value$386.7K (-$7.1K)

Filed 2026-10-09

Venture Visionary Partners LLC

DECREASED

Shares5,428 from 5,528

Change-100 (-2%)

Value$368.2K (-$13.7K)

Filed 2026-10-07

Ejmk Ventures LLC

INCREASED

Shares5,418 from 5,386

Change+32 (+1%)

Value$367.5K (-$4.6K)

Filed 2026-10-21

LJI Wealth Management, LLC

INCREASED

Shares5,240 from 5,190

Change+50 (+1%)

Value$355.4K (-$3.1K)

Filed 2026-10-28

Signature Estate & Investment Advisors LLC

INCREASED

Shares5,153 from 5,149

Change+4 (+0%)

Value$349.6K (-$6.1K)

Filed 2026-10-13

Paragon Capital Management Ltd

INCREASED

Shares4,987 from 4,982

Change+5 (+0%)

Value$338.3K (-$5.9K)

Filed 2026-10-09

TD Waterhouse Canada Inc.

DECREASED

Shares4,878 from 4,978

Change-100 (-2%)

Value$331.0K (-$11.9K)

Filed 2026-10-16

Parkside Financial Bank & Trust

UNCHANGED

Shares4,750 from 4,750

Change0 (0%)

Value$322.2K (-$5.9K)

Filed 2026-10-27

Tritonpoint Wealth, LLC

UNCHANGED

Shares4,708 from 4,708

Change0 (0%)

Value$319.3K (-$5.9K)

Filed 2026-10-19

Lyell Wealth Management, LP

UNCHANGED

Shares4,468 from 4,468

Change0 (0%)

Value$303.1K (-$5.6K)

Filed 2026-10-30

Wedbush Securities Inc

DECREASED

Shares4,444 from 4,506

Change-62 (-1%)

Value$301 (-$310.7K)

Filed 2026-10-22

Mechanics Bank Trust Department

DECREASED

Shares4,400 from 5,525

Change-1,125 (-20%)

Value$298.5K (-$83.2K)

Filed 2026-10-13

Parallel Advisors, LLC

INCREASED

Shares4,323 from 1,751

Change+2,572 (+147%)

Value$293.2K (+$172.2K)

Filed 2026-11-03

WealthBridge Capital Management, LLC

UNCHANGED

Shares4,314 from 4,314

Change0 (0%)

Value$292.6K (-$5.4K)

Filed 2026-10-16

HB Wealth Management, LLC

NEW

Shares4,161

Change+4,161

Value$282.2K

Filed 2026-10-23

Buckhead Capital Management LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$271.3K (-$5.0K)

Filed 2026-11-03

John G Ullman & Associates Inc

UNCHANGED

Shares3,920 from 3,920

Change0 (0%)

Value$265.9K (-$4.9K)

Filed 2026-11-04

Vise Technologies, Inc.

UNCHANGED

Shares3,716 from 3,716

Change0 (0%)

Value$252.1K (-$4.6K)

Filed 2026-10-29

Modera Wealth Management, LLC

UNCHANGED

Shares3,697 from 3,697

Change0 (0%)

Value$250.8K (-$4.6K)

Filed 2026-10-28

Ledyard National Bank

DECREASED

Shares3,632 from 4,532

Change-900 (-20%)

Value$246.4K (-$66.7K)

Filed 2026-10-21

Thrivent Financial for Lutherans

INCREASED

Shares3,624 from 3,154

Change+470 (+15%)

Value$246.0K (+$28.0K)

Filed 2026-11-05

Florida Trust Wealth Management Co

UNCHANGED

Shares3,600 from 3,600

Change0 (0%)

Value$244.2K (-$4.5K)

Filed 2026-11-05

Daymark Wealth Partners, LLC

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$237.4K (-$4.4K)

Filed 2026-11-04

Pinnacle Wealth Management Group, Inc.

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$237.4K (-$4.4K)

Filed 2026-10-15

Traphagen Investment Advisors LLC

INCREASED

Shares3,419 from 3,372

Change+47 (+1%)

Value$231.9K (-$981)

Filed 2026-10-14

Advisory Advocates, LLC

UNCHANGED

Shares3,385 from 3,385

Change0 (0%)

Value$229.6K (-$4.2K)

Filed 2026-11-05

Jacobi Capital Management LLC

INCREASED

Shares3,292 from 3,275

Change+17 (+1%)

Value$223.3K (-$2.9K)

Filed 2026-11-05

Chemistry Wealth Management LLC

UNCHANGED

Shares3,261 from 3,261

Change0 (0%)

Value$221.2K (-$4.1K)

Filed 2026-10-16

Indivisible Partners

NEW

Shares3,224

Change+3,224

Value$218.7K

Filed 2026-10-26

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares3,216 from 3,216

Change0 (0%)

Value$218.1K (-$4.0K)

Filed 2026-10-07

Three Magnolias Financial Advisors, LLC

DECREASED

Shares3,200 from 4,700

Change-1,500 (-32%)

Value$217.1K (-$107.6K)

Filed 2026-10-14

Keybank National Association

UNCHANGED

Shares3,100 from 3,100

Change0 (0%)

Value$210.3K (-$3.9K)

Filed 2026-11-04

Winter & Associates, Inc.

NEW

Shares3,065

Change+3,065

Value$215.9K

Filed 2026-10-23

Autumn Glory Partners, LLC

UNCHANGED

Shares3,047 from 3,047

Change0 (0%)

Value$206.7K (-$3.8K)

Filed 2026-10-26

JFS Wealth Advisors, LLC

UNCHANGED

Shares3,035 from 3,035

Change0 (0%)

Value$205.9K (-$3.8K)

Filed 2026-11-03

Relyea Zuckerberg Hanson LLC

UNCHANGED

Shares2,981 from 2,981

Change0 (0%)

Value$202.2K (-$3.7K)

Filed 2026-10-20

Winthrop Advisory Group LLC

UNCHANGED

Shares2,969 from 2,969

Change0 (0%)

Value$201.4K (-$3.7K)

Filed 2026-10-22

Diversify Advisory Services, LLC

NEW

Shares2,877

Change+2,877

Value$201.9K

Filed 2026-10-20

Diversify Wealth Management, LLC

NEW

Shares2,877

Change+2,877

Value$201.9K

Filed 2026-10-20

Transce3nd, LLC

NEW

Shares2,632

Change+2,632

Value$186.5K

Filed 2026-10-26

Lanark Financial, Inc.

UNCHANGED

Shares2,377 from 2,377

Change0 (0%)

Value$161.2K (-$3.0K)

Filed 2026-10-26

First United Bank & Trust

UNCHANGED

Shares2,260 from 2,260

Change0 (0%)

Value$153.3K (-$2.8K)

Filed 2026-10-22

Westside Investment Management, Inc.

UNCHANGED

Shares2,218 from 2,218

Change0 (0%)

Value$150.5K (-$2.7K)

Filed 2026-11-02

Bangor Savings Bank

UNCHANGED

Shares2,128 from 2,128

Change0 (0%)

Value$144.3K (-$2.7K)

Filed 2026-10-06

Creative Financial Designs Inc

INCREASED

Shares1,987 from 946

Change+1,041 (+110%)

Value$134.8K (+$69.4K)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

UNCHANGED

Shares1,783 from 1,783

Change0 (0%)

Value$121.0K (-$2.2K)

Filed 2026-10-30

TFC Financial Management, Inc.

INCREASED

Shares1,778 from 1,776

Change+2 (+0%)

Value$120.6K (-$2.1K)

Filed 2026-10-26

Assetmark, Inc

INCREASED

Shares1,574 from 608

Change+966 (+159%)

Value$106.8K (+$64.8K)

Filed 2026-10-21

Rossby Financial, LCC

INCREASED

Shares1,416 from 1,118

Change+298 (+27%)

Value$96.0K (+$18.8K)

Filed 2026-11-05

Bokf, NA

UNCHANGED

Shares1,410 from 1,410

Change0 (0%)

Value$95.6K (-$1.8K)

Filed 2026-10-27

Larson Financial Group LLC

DECREASED

Shares1,405 from 1,550

Change-145 (-9%)

Value$95.3K (-$11.8K)

Filed 2026-11-05

Pacific Center for Financial Services

UNCHANGED

Shares1,345 from 1,345

Change0 (0%)

Value$91.2K (-$1.7K)

Filed 2026-10-15

Trust Co of Vermont

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$81.4K (-$1.5K)

Filed 2026-10-21

Chilton Capital Management LLC

UNCHANGED

Shares1,165 from 1,165

Change0 (0%)

Value$79.0K (-$1.5K)

Filed 2026-10-28

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares1,002 from 1,002

Change0 (0%)

Value$68.0K (-$1.3K)

Filed 2026-10-15

Axiom Investment Management LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$67.8K (-$1.3K)

Filed 2026-11-03

Washington Trust Advisors, Inc.

UNCHANGED

Shares980 from 980

Change0 (0%)

Value$66.5K (-$1.2K)

Filed 2026-10-22

Townsend Asset Management Corp

INCREASED

Shares951 from 950

Change+1 (+0%)

Value$64.5K (-$1.1K)

Filed 2026-10-29

John Boyer, Inc.

NEW

Shares922

Change+922

Value$62.5K

Filed 2026-10-27

Smallwood Wealth Investment Management, LLC

UNCHANGED

Shares890 from 890

Change0 (0%)

Value$60.4K (-$1.1K)

Filed 2026-10-30

Edgemoor Investment Advisors, Inc.

NEW

Shares819

Change+819

Value$55.6K

Filed 2026-11-03

DecisionPoint Financial, LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$54.2K (-$888)

Filed 2026-10-27

Legacy Bridge, LLC

UNCHANGED

Shares710 from 710

Change0 (0%)

Value$48.2K (-$887)

Filed 2026-10-28

NBH Bank

UNCHANGED

Shares680 from 680

Change0 (0%)

Value$46.1K (-$850)

Filed 2026-11-05

Manchester Capital Management LLC

UNCHANGED

Shares631 from 631

Change0 (0%)

Value$42.8K (-$789)

Filed 2026-10-22

Jnba Financial Advisors

UNCHANGED

Shares622 from 622

Change0 (0%)

Value$42.2K (-$777)

Filed 2026-11-03

Next Level Wealth Planning, LLC

NEW

Shares580

Change+580

Value$39.3K

Filed 2026-10-29

Biltmore Family Office, LLC

UNCHANGED

Shares550 from 550

Change0 (0%)

Value$37.3K (-$687)

Filed 2026-11-03

City Holding Co

INCREASED

Shares500 from 400

Change+100 (+25%)

Value$33.9K (+$6.3K)

Filed 2026-10-19

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$33.9K (-$625)

Filed 2026-10-23

Hazlett, Burt & Watson, Inc.

INCREASED

Shares491 from 481

Change+10 (+2%)

Value$34 (-$21.0K)

Filed 2026-11-04

First Horizon Corp

UNCHANGED

Shares460 from 460

Change0 (0%)

Value$31.2K (-$575)

Filed 2026-10-26

Strengthening Families & Communities, LLC

INCREASED

Shares450 from 396

Change+54 (+14%)

Value$30.5K (+$3.2K)

Filed 2026-10-21

Breakwater Investment Management

UNCHANGED

Shares424 from 424

Change0 (0%)

Value$28.8K (-$530)

Filed 2026-10-20

Gamma Investing LLC

UNCHANGED

Shares407 from 407

Change0 (0%)

Value$27.6K (-$509)

Filed 2026-10-08

Eastern Bank

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$27.1K (-$500)

Filed 2026-10-05

Redwood Park Advisors LLC

UNCHANGED

Shares387 from 387

Change0 (0%)

Value$26.3K (-$483)

Filed 2026-11-02

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares366 from 366

Change0 (0%)

Value$24.8K (-$457)

Filed 2026-11-03

GHP Investment Advisors, Inc.

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$24.1K (-$422)

Filed 2026-10-15

Piscataqua Savings Bank

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$23.7K (-$438)

Filed 2026-10-21

Silver Grove Financial Group, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$20.3K (-$375)

Filed 2026-11-05

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares276 from 276

Change0 (0%)

Value$18.7K (-$345)

Filed 2026-10-23

New England Capital Financial Advisors LLC

INCREASED

Shares275 from 274

Change+1 (+0%)

Value$18.6K (-$326)

Filed 2026-11-03

Kennebec Savings Bank

DECREASED

Shares270 from 293

Change-23 (-8%)

Value$18.3K (-$1.9K)

Filed 2026-10-22

Abound Wealth Management

UNCHANGED

Shares264 from 264

Change0 (0%)

Value$17.9K (-$330)

Filed 2026-10-26

Flagship Wealth Advisors, LLC

INCREASED

Shares256 from 255

Change+1 (+0%)

Value$17.3K (-$304)

Filed 2026-11-03

Angeles Wealth Management, LLC

NEW

Shares222

Change+222

Value$15.0K

Filed 2026-10-26

Golden State Wealth Management, LLC

UNCHANGED

Shares221 from 221

Change0 (0%)

Value$15.0K (-$276)

Filed 2026-11-02

Capital Advisors, Ltd. LLC

UNCHANGED

Shares215 from 215

Change0 (0%)

Value$15 ($0)

Filed 2026-10-27

Bayban

UNCHANGED

Shares210 from 210

Change0 (0%)

Value$14.5K ($0)

Filed 2026-11-05

Loring Wolcott & Coolidge Fiduciary Advisors LLP

UNCHANGED

Shares206 from 206

Change0 (0%)

Value$14.0K (-$257)

Filed 2026-10-23

Center for Financial Planning, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$13.6K (-$250)

Filed 2026-10-26

Compass Financial Management LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$13.6K (-$1.0K)

Filed 2026-10-30

Portfolio Resources Advisor Group, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$13.6K (-$250)

Filed 2026-10-20

DeDora Capital, Inc.

NEW

Shares195

Change+195

Value$13.2K

Filed 2026-10-26

Costello Asset Management, Inc

UNCHANGED

Shares147 from 147

Change0 (0%)

Value$10.0K (-$175)

Filed 2026-10-30

Private Trust Co NA

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$9.8K (-$182)

Filed 2026-10-20

Armstrong Advisory Group, Inc

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$9.3K (-$171)

Filed 2026-10-09

Simplex Trading, LLC

INCREASED

Shares136 from 59

Change+77 (+131%)

Value$9.2K (+$5.1K)

Filed 2026-11-04

Western Pacific Wealth Management, LP

UNCHANGED

Shares101 from 101

Change0 (0%)

Value$6.8K (-$126)

Filed 2026-10-16

Clayton Financial Group LLC

NEW

Shares100

Change+100

Value$6.8K

Filed 2026-10-13

Horizons Wealth Management

NEW

Shares100

Change+100

Value$6.8K

Filed 2026-10-05

Murphy & Mullick Capital Management Corp

INCREASED

Shares100 from 50

Change+50 (+100%)

Value$6.8K (+$3.3K)

Filed 2026-11-02

Trust Co of Toledo NA

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.8K (-$125)

Filed 2026-10-16

Mather Group, Llc.

UNCHANGED

Shares93 from 93

Change0 (0%)

Value$6.3K (-$116)

Filed 2026-10-14

Cape Investment Advisory, Inc.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$5.1K (-$94)

Filed 2026-10-13

Tradewinds Capital Management, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$3.1K (-$57)

Filed 2026-10-23

Albion Financial Group

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$2.8K (-$51)

Filed 2026-10-21

Harbor Investment Advisory, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$2.7K (-$50)

Filed 2026-10-13

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$1.9K (-$33)

Filed 2026-11-04

Putney Financial Group LLC

NEW

Shares27

Change+27

Value$1.8K

Filed 2026-10-30

Capital Investment Counsel, Inc

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.7K (-$31)

Filed 2026-10-20

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$814 (-$15)

Filed 2026-10-27

Weaver Capital Management LLC

NEW

Shares1

Change+1

Value$95

Filed 2026-10-15

Columbus Macro, LLC

CLOSED

Shares0 from 6,719

Change-6,719 (-100%)

Value$0 (-$464.2K)

Filed 2026-10-14

Virtue Capital Management, LLC

CLOSED

Shares0 from 4,809

Change-4,809 (-100%)

Value$0 (-$332.2K)

Filed 2026-10-29

TritonPoint Partners, LLC

CLOSED

Shares0 from 4,708

Change-4,708 (-100%)

Value$0 (-$325.2K)

Filed 2026-11-05

Wellington Shields & Co., LLC

CLOSED

Shares0 from 4,070

Change-4,070 (-100%)

Value$0 (-$281.2K)

Filed 2026-11-03

Prime Capital Investment Advisors, LLC

CLOSED

Shares0 from 4,004

Change-4,004 (-100%)

Value$0 (-$276.6K)

Filed 2026-10-20

Sound Income Strategies, LLC

CLOSED

Shares0 from 3,094

Change-3,094 (-100%)

Value$0 (-$213.7K)

Filed 2026-10-09

Citizens Financial Group Inc

CLOSED

Shares0 from 2,904

Change-2,904 (-100%)

Value$0 (-$200.6K)

Filed 2026-10-23

RFG - Bristol Wealth Advisors, LLC

CLOSED

Shares0 from 2,900

Change-2,900 (-100%)

Value$0 (-$200.4K)

Filed 2026-10-09

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,700

Change-1,700 (-100%)

Value$0 (-$117.4K)

Filed 2026-10-15

United Financial Planning Group LLC

CLOSED

Shares0 from 1,060

Change-1,060 (-100%)

Value$0 (-$69.7K)

Filed 2026-11-04

Salem Investment Counselors Inc

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$51.8K)

Filed 2026-10-13

Buck Wealth Strategies, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$34.5K)

Filed 2026-10-28

NBT Bank, N.A.

CLOSED

Shares0 from 443

Change-443 (-100%)

Value$0 (-$30.6K)

Filed 2026-10-21

Gill Capital Partners, LLC

CLOSED

Shares0 from 260

Change-260 (-100%)

Value$0 (-$18.0K)

Filed 2026-10-13

Farmers & Merchants Trust Co of Chambersburg PA

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$7)

Filed 2026-10-14

Tucker Asset Management LLC

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$2.8K)

Filed 2026-10-29

CoreCap Advisors, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$345)

Filed 2026-10-08

Fairman Group, LLC

UNCHANGED

Shares0 from 0

Change0

Value$16 (-$1)

Filed 2026-10-26

Valley National Advisers Inc

UNCHANGED

Shares0 from 0

Change0

Value$6 ($0)

Filed 2026-10-23

Bank of America Corp

N/A

Shares— from 1,600,010

Change-1,600,010 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,304,435

Change-1,304,435 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 804,161

Change-804,161 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 606,065

Change-606,065 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 346,907

Change-346,907 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 323,310

Change-323,310 (-100%)

Value—

UBS Group AG

N/A

Shares— from 302,906

Change-302,906 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 287,435

Change-287,435 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 199,876

Change-199,876 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 192,918

Change-192,918 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 185,547

Change-185,547 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 166,194

Change-166,194 (-100%)

Value—

Blair William & Co

N/A

Shares— from 144,533

Change-144,533 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 123,674

Change-123,674 (-100%)

Value—

Hamilton Wealth, LLC

N/A

Shares— from 119,988

Change-119,988 (-100%)

Value—

First National Bank & Trust Co of Newtown

N/A

Shares— from 84,073

Change-84,073 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 77,121

Change-77,121 (-100%)

Value—

Conservest Capital Advisors, Inc.

N/A

Shares— from 70,056

Change-70,056 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 64,178

Change-64,178 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 60,160

Change-60,160 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 55,621

Change-55,621 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 53,879

Change-53,879 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 52,081

Change-52,081 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 50,505

Change-50,505 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 50,405

Change-50,405 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 48,790

Change-48,790 (-100%)

Value—

Commerce Bank

N/A

Shares— from 47,762

Change-47,762 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 41,846

Change-41,846 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 41,731

Change-41,731 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 41,026

Change-41,026 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 34,975

Change-34,975 (-100%)

Value—

FMR LLC

N/A

Shares— from 34,127

Change-34,127 (-100%)

Value—

O'rourke & Company, Inc

N/A

Shares— from 29,574

Change-29,574 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 28,261

Change-28,261 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 26,991

Change-26,991 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 26,150

Change-26,150 (-100%)

Value—

Bravias Capital Group, LLC

N/A

Shares— from 26,018

Change-26,018 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 25,617

Change-25,617 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 24,558

Change-24,558 (-100%)

Value—

Guardian Capital LP

N/A

Shares— from 23,900

Change-23,900 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 22,896

Change-22,896 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 21,751

Change-21,751 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 20,491

Change-20,491 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 20,407

Change-20,407 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 20,238

Change-20,238 (-100%)

Value—

Edmond de Rothschild Holding S.A.

N/A

Shares— from 20,190

Change-20,190 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 19,234

Change-19,234 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 18,606

Change-18,606 (-100%)

Value—

Mustico Financial Group, Inc.

N/A

Shares— from 18,583

Change-18,583 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 18,459

Change-18,459 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 18,276

Change-18,276 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 18,148

Change-18,148 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 16,434

Change-16,434 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 16,255

Change-16,255 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 16,193

Change-16,193 (-100%)

Value—

Roberts Glore & Co Inc

N/A

Shares— from 16,159

Change-16,159 (-100%)

Value—

Fox Hill Wealth Management

N/A

Shares— from 16,105

Change-16,105 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 15,063

Change-15,063 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 14,800

Change-14,800 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 14,727

Change-14,727 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 13,892

Change-13,892 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 13,799

Change-13,799 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 13,250

Change-13,250 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 12,814

Change-12,814 (-100%)

Value—

Elk River Wealth Management LLC

N/A

Shares— from 12,625

Change-12,625 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 12,451

Change-12,451 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,908

Change-11,908 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 11,785

Change-11,785 (-100%)

Value—

Oversea-Chinese Banking Corp Ltd

N/A

Shares— from 11,568

Change-11,568 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 11,281

Change-11,281 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 10,905

Change-10,905 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,704

Change-10,704 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 10,546

Change-10,546 (-100%)

Value—

Stamos Capital Partners, L.P.

N/A

Shares— from 10,485

Change-10,485 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 10,394

Change-10,394 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 10,352

Change-10,352 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 9,403

Change-9,403 (-100%)

Value—

&partners

N/A

Shares— from 9,042

Change-9,042 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 8,950

Change-8,950 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 8,931

Change-8,931 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 8,768

Change-8,768 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 8,751

Change-8,751 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 8,097

Change-8,097 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 7,980

Change-7,980 (-100%)

Value—

Mosaic Financial Group, LLC

N/A

Shares— from 7,971

Change-7,971 (-100%)

Value—

Legacy Edge Advisors, LLC

N/A

Shares— from 7,922

Change-7,922 (-100%)

Value—

Burnham & Co LLC

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 7,826

Change-7,826 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 7,653

Change-7,653 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 7,643

Change-7,643 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 7,593

Change-7,593 (-100%)

Value—

Stenham Asset Management Ltd

N/A

Shares— from 7,400

Change-7,400 (-100%)

Value—

McGinn Penninger Investment Management, Inc.

N/A

Shares— from 7,211

Change-7,211 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 7,147

Change-7,147 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 6,880

Change-6,880 (-100%)

Value—

Envision Financial Transparency, LLC

N/A

Shares— from 6,794

Change-6,794 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 6,745

Change-6,745 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 6,719

Change-6,719 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 6,215

Change-6,215 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 6,173

Change-6,173 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 6,145

Change-6,145 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,128

Change-6,128 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 5,986

Change-5,986 (-100%)

Value—

Wealthspan Partners, LLC

N/A

Shares— from 5,912

Change-5,912 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,808

Change-5,808 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 5,747

Change-5,747 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 5,509

Change-5,509 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 5,505

Change-5,505 (-100%)

Value—

Clearwater Capital Advisors, LLC

N/A

Shares— from 5,351

Change-5,351 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 5,257

Change-5,257 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 5,169

Change-5,169 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,153

Change-5,153 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 5,146

Change-5,146 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 4,870

Change-4,870 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 4,835

Change-4,835 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 4,639

Change-4,639 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 4,411

Change-4,411 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,342

Change-4,342 (-100%)

Value—

Aspire Capital Advisors LLC

N/A

Shares— from 4,189

Change-4,189 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,177

Change-4,177 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 4,170

Change-4,170 (-100%)

Value—

Osborne Partners Capital Management, LLC

N/A

Shares— from 4,077

Change-4,077 (-100%)

Value—

Marble Harbor Investment Counsel, LLC

N/A

Shares— from 4,033

Change-4,033 (-100%)

Value—

First Western Trust Bank

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 3,990

Change-3,990 (-100%)

Value—

McElhenny Sheffield Capital Management, LLC

N/A

Shares— from 3,955

Change-3,955 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,942

Change-3,942 (-100%)

Value—

Nwam LLC

N/A

Shares— from 3,929

Change-3,929 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 3,850

Change-3,850 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 3,750

Change-3,750 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 3,687

Change-3,687 (-100%)

Value—

Beaton Management Co. Inc.

N/A

Shares— from 3,530

Change-3,530 (-100%)

Value—

Kirtland Hills Capital Management, LLC

N/A

Shares— from 3,476

Change-3,476 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 3,463

Change-3,463 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 3,329

Change-3,329 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 3,302

Change-3,302 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 3,276

Change-3,276 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 3,250

Change-3,250 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 3,222

Change-3,222 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 3,090

Change-3,090 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 3,059

Change-3,059 (-100%)

Value—

Sierra Capital LLC

N/A

Shares— from 3,050

Change-3,050 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 3,008

Change-3,008 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 3,004

Change-3,004 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 2,969

Change-2,969 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 2,930

Change-2,930 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,663

Change-2,663 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,477

Change-2,477 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,395

Change-2,395 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 2,185

Change-2,185 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,992

Change-1,992 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 1,989

Change-1,989 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,957

Change-1,957 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 1,736

Change-1,736 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,533

Change-1,533 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,497

Change-1,497 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,350

Change-1,350 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 1,338

Change-1,338 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 1,057

Change-1,057 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 850

Change-850 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 833

Change-833 (-100%)

Value—

Motco

N/A

Shares— from 800

Change-800 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 785

Change-785 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 781

Change-781 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 779

Change-779 (-100%)

Value—

Marshall Investment Management, LLC

N/A

Shares— from 756

Change-756 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 590

Change-590 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 564

Change-564 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 460

Change-460 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 425

Change-425 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 385

Change-385 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 361

Change-361 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 349

Change-349 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 325

Change-325 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 317

Change-317 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 252

Change-252 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 243

Change-243 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 234

Change-234 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 230

Change-230 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 221

Change-221 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 215

Change-215 (-100%)

Value—

Cardiff Park Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 169

Change-169 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 135

Change-135 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 115

Change-115 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 115

Change-115 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 111

Change-111 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 104

Change-104 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 71

Change-71 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Cordant, Inc.

N/A

Shares— from 28

Change-28 (-100%)

Value—

Morris Financial Concepts, Inc.

N/A

Shares— from 23

Change-23 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 21

Change-21 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Perigon Wealth Management, LLC	INCREASED	481,251	477,462	+3,789	+1%	$33.0M	$32.6M	-$339.8K	2026-10-22
Atria Investments, Inc	INCREASED	464,792	458,767	+6,025	+1%	$31.7M	$31.5M	-$164.8K	2026-10-15
Prism Advisors, Inc.	DECREASED	176,546	179,122	-2,576	-1%	$12.4M	$12.0M	-$342.1K	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	138,654	156,103	-17,449	-11%	$10.8M	$9.4M	-$1.4M	2026-11-02
D.A. Davidson & Co.	INCREASED	104,704	99,888	+4,816	+5%	$6.9M	$7.1M	+$201.8K	2026-10-28
Sage Capital Management, LLC	DECREASED	96,522	96,853	-331	0%	$6.7M	$6.5M	-$143.4K	2026-10-20
Allstreet Capital Advisors LLC	INCREASED	77,669	77,391	+278	+0%	$5.3M	$5.3M	-$77.9K	2026-11-04
Kestra Advisory Services, LLC	DECREASED	73,608	76,069	-2,461	-3%	$5.3M	$5.0M	-$262.1K	2026-11-02
WealthSpring Partners, LLC	DECREASED	73,077	99,343	-26,266	-26%	$6.9M	$5.0M	-$1.9M	2026-10-14
Creative Planning	INCREASED	65,485	64,890	+595	+1%	$4.5M	$4.4M	-$40.7K	2026-11-02
Avior Wealth Management, LLC	NEW	56,814	—	+56,814	—	—	$3.9M	—	2026-10-13
IFP Advisors, Inc	DECREASED	56,614	56,740	-126	0%	$3.9M	$3.8M	-$79.5K	2026-10-16
Raab & Moskowitz Asset Management LLC	DECREASED	56,433	57,388	-955	-2%	$4.0M	$3.8M	-$136.5K	2026-11-02
Linscomb Wealth, Inc.	UNCHANGED	51,008	51,008	0	0%	$3.5M	$3.5M	-$63.8K	2026-11-05
Verity Asset Management, Inc.	INCREASED	33,390	33,126	+264	+1%	$2.3M	$2.3M	-$23.5K	2026-10-30
Chicago Partners Investment Group LLC	INCREASED	32,019	31,985	+34	+0%	$2.2M	$2.3M	+$143.8K	2026-10-27
SeaCrest Wealth Management, LLC	INCREASED	31,466	29,875	+1,591	+5%	$2.1M	$2.1M	+$70.6K	2026-10-21
Rockingstone Advisors LLC	DECREASED	30,899	31,209	-310	-1%	$2.2M	$2.1M	-$60.0K	2026-10-16
Parsons Capital Management Inc	UNCHANGED	28,117	28,117	0	0%	$1.9M	$1.9M	-$35.1K	2026-10-28
Curbstone Financial Management Corp	DECREASED	25,450	26,150	-700	-3%	$1.8M	$1.7M	-$80.2K	2026-10-21
Trust Co	UNCHANGED	25,075	25,075	0	0%	$1.7M	$1.7M	-$31.3K	2026-10-09
J.W. Cole Advisors, Inc.	INCREASED	22,568	22,033	+535	+2%	$1.5M	$1.5M	+$8.8K	2026-11-05
Silverlake Wealth Management LLC	DECREASED	20,584	22,823	-2,239	-10%	$1.6M	$1.4M	-$180.4K	2026-10-21
Bond & Devick Financial Network, Inc.	DECREASED	19,646	20,232	-586	-3%	$1.4M	$1.3M	-$65.0K	2026-10-23
Weatherly Asset Management L. P.	DECREASED	18,897	18,972	-75	0%	$1.3M	$1.3M	-$28.8K	2026-10-20
Secure Asset Management, LLC	INCREASED	16,828	16,542	+286	+2%	$1.1M	$1.1M	-$1.3K	2026-10-19
American Institute for Advanced Investment Management, LLP	INCREASED	16,805	16,330	+475	+3%	$1.1M	$1.1M	+$11.8K	2026-11-03
Oppenheimer & Co Inc	DECREASED	16,734	22,829	-6,095	-27%	$1.6M	$1.1M	-$442.0K	2026-10-26
Concurrent Investment Advisors, LLC	NEW	16,585	—	+16,585	—	—	$1.1M	—	2026-10-16
AlphaCore Capital LLC	INCREASED	16,343	14,143	+2,200	+16%	$977.0K	$1.1M	+$131.5K	2026-11-04
Gouws Capital LLC	UNCHANGED	16,000	16,000	0	0%	$1.1M	$1.1M	-$20.0K	2026-10-09
Dynamic Advisor Solutions LLC	INCREASED	15,396	15,291	+105	+1%	$1.1M	$1.0M	-$11.9K	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	15,252	15,480	-228	-1%	$1.1M	$1.0M	-$34.0K	2026-11-02
Spire Wealth Management	DECREASED	14,754	15,385	-631	-4%	$1.1M	$1.0M	-$62.0K	2026-10-30
Apollon Wealth Management, LLC	INCREASED	14,626	12,333	+2,293	+19%	$852.0K	$992.1K	+$140.1K	2026-10-23
FSM Wealth Advisors, LLC	INCREASED	14,199	14,007	+192	+1%	$967.6K	$973.9K	+$6.3K	2026-10-27
Wealthcare Advisory Partners LLC	INCREASED	13,871	12,894	+977	+8%	$890.7K	$940.9K	+$50.2K	2026-10-21
Truist Financial Corp	INCREASED	12,676	12,488	+188	+2%	$862.7K	$859.8K	-$2.9K	2026-10-30
LexAurum Advisors, LLC	DECREASED	12,325	12,333	-8	0%	$852.0K	$836.0K	-$16.0K	2026-10-19
Altfest L J & Co Inc	UNCHANGED	11,981	11,981	0	0%	$827.6K	$812.7K	-$15.0K	2026-10-27
First City Capital Management, Inc.	UNCHANGED	11,335	11,335	0	0%	$783.0K	$768.9K	-$14.2K	2026-10-27
Equitable Trust Co	DECREASED	11,010	13,942	-2,932	-21%	$963.1K	$746.8K	-$216.3K	2026-10-13
Beam Wealth Advisors, Inc.	NEW	11,006	—	+11,006	—	—	$746.5K	—	2026-11-03
NTV Asset Management LLC	DECREASED	11,000	11,125	-125	-1%	$768.5K	$746.1K	-$22.4K	2026-10-23
Ascentis Independent Advisors	NEW	10,168	—	+10,168	—	—	$690.0K	—	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	9,462	8,226	+1,236	+15%	$567.9K	$644.9K	+$76.9K	2026-10-13
Independent Financial Group, LLC	INCREASED	9,407	8,897	+510	+6%	$614.6K	$638.1K	+$23.5K	2026-10-13
US Bancorp \de\	DECREASED	9,357	9,878	-521	-5%	$682.4K	$634.7K	-$47.7K	2026-11-05
Choreo, LLC	UNCHANGED	9,330	9,330	0	0%	$644.5K	$632.9K	-$11.7K	2026-10-28
Lynx Investment Advisory	INCREASED	9,094	9,093	+1	+0%	$628.2K	$616.8K	-$11.3K	2026-10-27
Nations Financial Group Inc,	INCREASED	9,030	8,139	+891	+11%	$562.3K	$612.6K	+$50.3K	2026-11-05
Crestwood Advisors Group, LLC	DECREASED	8,985	9,184	-199	-2%	$634.5K	$609.5K	-$25.0K	2026-10-27
Flagship Harbor Advisors, LLC	INCREASED	8,652	8,651	+1	+0%	$597.6K	$586.8K	-$10.8K	2026-10-26
Retirement Planning Co of New England, Inc.	INCREASED	8,425	8,419	+6	+0%	$581.6K	$571.5K	-$10.1K	2026-10-15
Welch & Forbes LLC	DECREASED	8,100	8,300	-200	-2%	$573.4K	$549.4K	-$23.9K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	8,025	2,850	+5,175	+182%	$196.9K	$544.3K	+$347.5K	2026-10-08
Mesirow Financial Investment Management, Inc.	INCREASED	7,949	7,947	+2	+0%	$549.0K	$539.2K	-$9.7K	2026-11-05
Fifth Third Bancorp	DECREASED	7,901	8,231	-330	-4%	$568.6K	$535.9K	-$32.7K	2026-11-05
Gerber, LLC	UNCHANGED	7,835	7,835	0	0%	$541.2K	$531.4K	-$9.8K	2026-10-21
International Assets Investment Management, LLC	INCREASED	7,784	7,691	+93	+1%	$529.8K	$527.5K	-$2.3K	2026-11-02
Lpwm LLC	INCREASED	7,408	7,387	+21	+0%	$510.3K	$502.5K	-$7.8K	2026-10-20
SS&H Financial Advisors, Inc.	UNCHANGED	7,200	7,200	0	0%	$497.0K	$488.0K	-$9.0K	2026-10-28
Howard Capital Management Group, LLC	DECREASED	7,121	7,122	-1	0%	$492.0K	$483.1K	-$8.9K	2026-10-16
Beese Fulmer Investment Management, Inc.	UNCHANGED	7,100	7,100	0	0%	$490.5K	$481.6K	-$8.9K	2026-10-23
Kingswood Wealth Advisors, LLC	NEW	6,363	—	+6,363	—	—	$431.6K	—	2026-10-23
Central Trust Co	UNCHANGED	6,211	6,211	0	0%	$429.1K	$421.3K	-$7.8K	2026-11-05
Ferguson Wellman Capital Management, Inc	DECREASED	6,132	6,582	-450	-7%	$454.7K	$415.9K	-$38.8K	2026-10-05
Walkner Condon Financial Advisors LLC	INCREASED	6,062	5,341	+721	+14%	$368.9K	$411.2K	+$42.2K	2026-11-02
North Star Investment Management Corp.	INCREASED	5,922	5,921	+1	+0%	$409.0K	$401.7K	-$7.4K	2026-10-27
StoneX Group Inc.	DECREASED	5,860	5,885	-25	0%	$402.7K	$403.9K	+$1.2K	2026-11-03
Sugar Maple Asset Management, LLC	NEW	5,750	—	+5,750	—	—	$390.0K	—	2026-10-13
Graves Light Lenhart Wealth, Inc.	INCREASED	5,701	5,700	+1	+0%	$393.8K	$386.7K	-$7.1K	2026-10-09
Venture Visionary Partners LLC	DECREASED	5,428	5,528	-100	-2%	$381.9K	$368.2K	-$13.7K	2026-10-07
Ejmk Ventures LLC	INCREASED	5,418	5,386	+32	+1%	$372.1K	$367.5K	-$4.6K	2026-10-21
LJI Wealth Management, LLC	INCREASED	5,240	5,190	+50	+1%	$358.5K	$355.4K	-$3.1K	2026-10-28
Signature Estate & Investment Advisors LLC	INCREASED	5,153	5,149	+4	+0%	$355.7K	$349.6K	-$6.1K	2026-10-13
Paragon Capital Management Ltd	INCREASED	4,987	4,982	+5	+0%	$344.2K	$338.3K	-$5.9K	2026-10-09
TD Waterhouse Canada Inc.	DECREASED	4,878	4,978	-100	-2%	$342.9K	$331.0K	-$11.9K	2026-10-16
Parkside Financial Bank & Trust	UNCHANGED	4,750	4,750	0	0%	$328.1K	$322.2K	-$5.9K	2026-10-27
Tritonpoint Wealth, LLC	UNCHANGED	4,708	4,708	0	0%	$325.2K	$319.3K	-$5.9K	2026-10-19
Lyell Wealth Management, LP	UNCHANGED	4,468	4,468	0	0%	$308.6K	$303.1K	-$5.6K	2026-10-30
Wedbush Securities Inc	DECREASED	4,444	4,506	-62	-1%	$311.0K	$301	-$310.7K	2026-10-22
Mechanics Bank Trust Department	DECREASED	4,400	5,525	-1,125	-20%	$381.7K	$298.5K	-$83.2K	2026-10-13
Parallel Advisors, LLC	INCREASED	4,323	1,751	+2,572	+147%	$121.0K	$293.2K	+$172.2K	2026-11-03
WealthBridge Capital Management, LLC	UNCHANGED	4,314	4,314	0	0%	$298.0K	$292.6K	-$5.4K	2026-10-16
HB Wealth Management, LLC	NEW	4,161	—	+4,161	—	—	$282.2K	—	2026-10-23
Buckhead Capital Management LLC	UNCHANGED	4,000	4,000	0	0%	$276.3K	$271.3K	-$5.0K	2026-11-03
John G Ullman & Associates Inc	UNCHANGED	3,920	3,920	0	0%	$270.8K	$265.9K	-$4.9K	2026-11-04
Vise Technologies, Inc.	UNCHANGED	3,716	3,716	0	0%	$256.7K	$252.1K	-$4.6K	2026-10-29
Modera Wealth Management, LLC	UNCHANGED	3,697	3,697	0	0%	$255.4K	$250.8K	-$4.6K	2026-10-28
Ledyard National Bank	DECREASED	3,632	4,532	-900	-20%	$313.1K	$246.4K	-$66.7K	2026-10-21
Thrivent Financial for Lutherans	INCREASED	3,624	3,154	+470	+15%	$218.0K	$246.0K	+$28.0K	2026-11-05
Florida Trust Wealth Management Co	UNCHANGED	3,600	3,600	0	0%	$248.7K	$244.2K	-$4.5K	2026-11-05
Daymark Wealth Partners, LLC	UNCHANGED	3,500	3,500	0	0%	$241.8K	$237.4K	-$4.4K	2026-11-04
Pinnacle Wealth Management Group, Inc.	UNCHANGED	3,500	3,500	0	0%	$241.8K	$237.4K	-$4.4K	2026-10-15
Traphagen Investment Advisors LLC	INCREASED	3,419	3,372	+47	+1%	$232.9K	$231.9K	-$981	2026-10-14
Advisory Advocates, LLC	UNCHANGED	3,385	3,385	0	0%	$233.8K	$229.6K	-$4.2K	2026-11-05
Jacobi Capital Management LLC	INCREASED	3,292	3,275	+17	+1%	$226.2K	$223.3K	-$2.9K	2026-11-05
Chemistry Wealth Management LLC	UNCHANGED	3,261	3,261	0	0%	$225.3K	$221.2K	-$4.1K	2026-10-16
Indivisible Partners	NEW	3,224	—	+3,224	—	—	$218.7K	—	2026-10-26
Wealth Enhancement Trust Services, Inc.	UNCHANGED	3,216	3,216	0	0%	$222.2K	$218.1K	-$4.0K	2026-10-07
Three Magnolias Financial Advisors, LLC	DECREASED	3,200	4,700	-1,500	-32%	$324.7K	$217.1K	-$107.6K	2026-10-14
Keybank National Association	UNCHANGED	3,100	3,100	0	0%	$214.1K	$210.3K	-$3.9K	2026-11-04
Winter & Associates, Inc.	NEW	3,065	—	+3,065	—	—	$215.9K	—	2026-10-23
Autumn Glory Partners, LLC	UNCHANGED	3,047	3,047	0	0%	$210.5K	$206.7K	-$3.8K	2026-10-26
JFS Wealth Advisors, LLC	UNCHANGED	3,035	3,035	0	0%	$209.7K	$205.9K	-$3.8K	2026-11-03
Relyea Zuckerberg Hanson LLC	UNCHANGED	2,981	2,981	0	0%	$205.9K	$202.2K	-$3.7K	2026-10-20
Winthrop Advisory Group LLC	UNCHANGED	2,969	2,969	0	0%	$205.1K	$201.4K	-$3.7K	2026-10-22
Diversify Advisory Services, LLC	NEW	2,877	—	+2,877	—	—	$201.9K	—	2026-10-20
Diversify Wealth Management, LLC	NEW	2,877	—	+2,877	—	—	$201.9K	—	2026-10-20
Transce3nd, LLC	NEW	2,632	—	+2,632	—	—	$186.5K	—	2026-10-26
Lanark Financial, Inc.	UNCHANGED	2,377	2,377	0	0%	$164.2K	$161.2K	-$3.0K	2026-10-26
First United Bank & Trust	UNCHANGED	2,260	2,260	0	0%	$156.1K	$153.3K	-$2.8K	2026-10-22
Westside Investment Management, Inc.	UNCHANGED	2,218	2,218	0	0%	$153.2K	$150.5K	-$2.7K	2026-11-02
Bangor Savings Bank	UNCHANGED	2,128	2,128	0	0%	$147.0K	$144.3K	-$2.7K	2026-10-06
Creative Financial Designs Inc	INCREASED	1,987	946	+1,041	+110%	$65.4K	$134.8K	+$69.4K	2026-11-04
Capital Investment Advisory Services, LLC	UNCHANGED	1,783	1,783	0	0%	$123.2K	$121.0K	-$2.2K	2026-10-30
TFC Financial Management, Inc.	INCREASED	1,778	1,776	+2	+0%	$122.7K	$120.6K	-$2.1K	2026-10-26
Assetmark, Inc	INCREASED	1,574	608	+966	+159%	$42.0K	$106.8K	+$64.8K	2026-10-21
Rossby Financial, LCC	INCREASED	1,416	1,118	+298	+27%	$77.2K	$96.0K	+$18.8K	2026-11-05
Bokf, NA	UNCHANGED	1,410	1,410	0	0%	$97.4K	$95.6K	-$1.8K	2026-10-27
Larson Financial Group LLC	DECREASED	1,405	1,550	-145	-9%	$107.1K	$95.3K	-$11.8K	2026-11-05
Pacific Center for Financial Services	UNCHANGED	1,345	1,345	0	0%	$92.9K	$91.2K	-$1.7K	2026-10-15
Trust Co of Vermont	UNCHANGED	1,200	1,200	0	0%	$82.9K	$81.4K	-$1.5K	2026-10-21
Chilton Capital Management LLC	UNCHANGED	1,165	1,165	0	0%	$80.5K	$79.0K	-$1.5K	2026-10-28
Cherry Tree Wealth Management, LLC	UNCHANGED	1,002	1,002	0	0%	$69.2K	$68.0K	-$1.3K	2026-10-15
Axiom Investment Management LLC	UNCHANGED	1,000	1,000	0	0%	$69.1K	$67.8K	-$1.3K	2026-11-03
Washington Trust Advisors, Inc.	UNCHANGED	980	980	0	0%	$67.7K	$66.5K	-$1.2K	2026-10-22
Townsend Asset Management Corp	INCREASED	951	950	+1	+0%	$65.6K	$64.5K	-$1.1K	2026-10-29
John Boyer, Inc.	NEW	922	—	+922	—	—	$62.5K	—	2026-10-27
Smallwood Wealth Investment Management, LLC	UNCHANGED	890	890	0	0%	$61.5K	$60.4K	-$1.1K	2026-10-30
Edgemoor Investment Advisors, Inc.	NEW	819	—	+819	—	—	$55.6K	—	2026-11-03
DecisionPoint Financial, LLC	UNCHANGED	800	800	0	0%	$55.1K	$54.2K	-$888	2026-10-27
Legacy Bridge, LLC	UNCHANGED	710	710	0	0%	$49.0K	$48.2K	-$887	2026-10-28
NBH Bank	UNCHANGED	680	680	0	0%	$47.0K	$46.1K	-$850	2026-11-05
Manchester Capital Management LLC	UNCHANGED	631	631	0	0%	$43.6K	$42.8K	-$789	2026-10-22
Jnba Financial Advisors	UNCHANGED	622	622	0	0%	$43.0K	$42.2K	-$777	2026-11-03
Next Level Wealth Planning, LLC	NEW	580	—	+580	—	—	$39.3K	—	2026-10-29
Biltmore Family Office, LLC	UNCHANGED	550	550	0	0%	$38.0K	$37.3K	-$687	2026-11-03
City Holding Co	INCREASED	500	400	+100	+25%	$27.6K	$33.9K	+$6.3K	2026-10-19
Wilmington Savings Fund Society, FSB	UNCHANGED	500	500	0	0%	$34.5K	$33.9K	-$625	2026-10-23
Hazlett, Burt & Watson, Inc.	INCREASED	491	481	+10	+2%	$21.0K	$34	-$21.0K	2026-11-04
First Horizon Corp	UNCHANGED	460	460	0	0%	$31.8K	$31.2K	-$575	2026-10-26
Strengthening Families & Communities, LLC	INCREASED	450	396	+54	+14%	$27.3K	$30.5K	+$3.2K	2026-10-21
Breakwater Investment Management	UNCHANGED	424	424	0	0%	$29.3K	$28.8K	-$530	2026-10-20
Gamma Investing LLC	UNCHANGED	407	407	0	0%	$28.1K	$27.6K	-$509	2026-10-08
Eastern Bank	UNCHANGED	400	400	0	0%	$27.6K	$27.1K	-$500	2026-10-05
Redwood Park Advisors LLC	UNCHANGED	387	387	0	0%	$26.7K	$26.3K	-$483	2026-11-02
Ashton Thomas Private Wealth, LLC	UNCHANGED	366	366	0	0%	$25.3K	$24.8K	-$457	2026-11-03
GHP Investment Advisors, Inc.	UNCHANGED	355	355	0	0%	$24.5K	$24.1K	-$422	2026-10-15
Piscataqua Savings Bank	UNCHANGED	350	350	0	0%	$24.2K	$23.7K	-$438	2026-10-21
Silver Grove Financial Group, Inc.	UNCHANGED	300	300	0	0%	$20.7K	$20.3K	-$375	2026-11-05
Dhjj Financial Advisors, Ltd.	UNCHANGED	276	276	0	0%	$19.1K	$18.7K	-$345	2026-10-23
New England Capital Financial Advisors LLC	INCREASED	275	274	+1	+0%	$19.0K	$18.6K	-$326	2026-11-03
Kennebec Savings Bank	DECREASED	270	293	-23	-8%	$20.2K	$18.3K	-$1.9K	2026-10-22
Abound Wealth Management	UNCHANGED	264	264	0	0%	$18.2K	$17.9K	-$330	2026-10-26
Flagship Wealth Advisors, LLC	INCREASED	256	255	+1	+0%	$17.6K	$17.3K	-$304	2026-11-03
Angeles Wealth Management, LLC	NEW	222	—	+222	—	—	$15.0K	—	2026-10-26
Golden State Wealth Management, LLC	UNCHANGED	221	221	0	0%	$15.3K	$15.0K	-$276	2026-11-02
Capital Advisors, Ltd. LLC	UNCHANGED	215	215	0	0%	$15	$15	$0	2026-10-27
Bayban	UNCHANGED	210	210	0	0%	$14.5K	$14.5K	$0	2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP	UNCHANGED	206	206	0	0%	$14.2K	$14.0K	-$257	2026-10-23
Center for Financial Planning, Inc.	UNCHANGED	200	200	0	0%	$13.8K	$13.6K	-$250	2026-10-26
Compass Financial Management LLC	UNCHANGED	200	200	0	0%	$14.6K	$13.6K	-$1.0K	2026-10-30
Portfolio Resources Advisor Group, Inc.	UNCHANGED	200	200	0	0%	$13.8K	$13.6K	-$250	2026-10-20
DeDora Capital, Inc.	NEW	195	—	+195	—	—	$13.2K	—	2026-10-26
Costello Asset Management, Inc	UNCHANGED	147	147	0	0%	$10.2K	$10.0K	-$175	2026-10-30
Private Trust Co NA	UNCHANGED	145	145	0	0%	$10.0K	$9.8K	-$182	2026-10-20
Armstrong Advisory Group, Inc	UNCHANGED	137	137	0	0%	$9.5K	$9.3K	-$171	2026-10-09
Simplex Trading, LLC	INCREASED	136	59	+77	+131%	$4.1K	$9.2K	+$5.1K	2026-11-04
Western Pacific Wealth Management, LP	UNCHANGED	101	101	0	0%	$7.0K	$6.8K	-$126	2026-10-16
Clayton Financial Group LLC	NEW	100	—	+100	—	—	$6.8K	—	2026-10-13
Horizons Wealth Management	NEW	100	—	+100	—	—	$6.8K	—	2026-10-05
Murphy & Mullick Capital Management Corp	INCREASED	100	50	+50	+100%	$3.5K	$6.8K	+$3.3K	2026-11-02
Trust Co of Toledo NA	UNCHANGED	100	100	0	0%	$6.9K	$6.8K	-$125	2026-10-16
Mather Group, Llc.	UNCHANGED	93	93	0	0%	$6.4K	$6.3K	-$116	2026-10-14
Cape Investment Advisory, Inc.	UNCHANGED	75	75	0	0%	$5.2K	$5.1K	-$94	2026-10-13
Tradewinds Capital Management, LLC	UNCHANGED	46	46	0	0%	$3.2K	$3.1K	-$57	2026-10-23
Albion Financial Group	UNCHANGED	41	41	0	0%	$2.8K	$2.8K	-$51	2026-10-21
Harbor Investment Advisory, LLC	UNCHANGED	40	40	0	0%	$2.8K	$2.7K	-$50	2026-10-13
Allspring Global Investments Holdings, LLC	UNCHANGED	28	28	0	0%	$1.9K	$1.9K	-$33	2026-11-04
Putney Financial Group LLC	NEW	27	—	+27	—	—	$1.8K	—	2026-10-30
Capital Investment Counsel, Inc	UNCHANGED	25	25	0	0%	$1.7K	$1.7K	-$31	2026-10-20
Cassaday & Co Wealth Management LLC	UNCHANGED	12	12	0	0%	$829	$814	-$15	2026-10-27
Weaver Capital Management LLC	NEW	1	—	+1	—	—	$95	—	2026-10-15
Columbus Macro, LLC	CLOSED	0	6,719	-6,719	-100%	$464.2K	$0	-$464.2K	2026-10-14
Virtue Capital Management, LLC	CLOSED	0	4,809	-4,809	-100%	$332.2K	$0	-$332.2K	2026-10-29
TritonPoint Partners, LLC	CLOSED	0	4,708	-4,708	-100%	$325.2K	$0	-$325.2K	2026-11-05
Wellington Shields & Co., LLC	CLOSED	0	4,070	-4,070	-100%	$281.2K	$0	-$281.2K	2026-11-03
Prime Capital Investment Advisors, LLC	CLOSED	0	4,004	-4,004	-100%	$276.6K	$0	-$276.6K	2026-10-20
Sound Income Strategies, LLC	CLOSED	0	3,094	-3,094	-100%	$213.7K	$0	-$213.7K	2026-10-09
Citizens Financial Group Inc	CLOSED	0	2,904	-2,904	-100%	$200.6K	$0	-$200.6K	2026-10-23
RFG - Bristol Wealth Advisors, LLC	CLOSED	0	2,900	-2,900	-100%	$200.4K	$0	-$200.4K	2026-10-09
AdvisorNet Financial, Inc	CLOSED	0	1,700	-1,700	-100%	$117.4K	$0	-$117.4K	2026-10-15
United Financial Planning Group LLC	CLOSED	0	1,060	-1,060	-100%	$69.7K	$0	-$69.7K	2026-11-04
Salem Investment Counselors Inc	CLOSED	0	750	-750	-100%	$51.8K	$0	-$51.8K	2026-10-13
Buck Wealth Strategies, LLC	CLOSED	0	500	-500	-100%	$34.5K	$0	-$34.5K	2026-10-28
NBT Bank, N.A.	CLOSED	0	443	-443	-100%	$30.6K	$0	-$30.6K	2026-10-21
Gill Capital Partners, LLC	CLOSED	0	260	-260	-100%	$18.0K	$0	-$18.0K	2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA	CLOSED	0	100	-100	-100%	$7	$0	-$7	2026-10-14
Tucker Asset Management LLC	CLOSED	0	40	-40	-100%	$2.8K	$0	-$2.8K	2026-10-29
CoreCap Advisors, LLC	CLOSED	0	5	-5	-100%	$345	$0	-$345	2026-10-08
Fairman Group, LLC	UNCHANGED	0	0	0	—	$17	$16	-$1	2026-10-26
Valley National Advisers Inc	UNCHANGED	0	0	0	—	$6	$6	$0	2026-10-23
Bank of America Corp	N/A	—	1,600,010	-1,600,010	-100%	$110.5M	—	—	—
Morgan Stanley	N/A	—	1,304,435	-1,304,435	-100%	$90.1M	—	—	—
LPL Financial LLC	N/A	—	804,161	-804,161	-100%	$55.6M	—	—	—
1832 Asset Management L.P.	N/A	—	606,065	-606,065	-100%	$41.9M	—	—	—
Raymond James Financial Inc	N/A	—	346,907	-346,907	-100%	$24.0M	—	—	—
Royal Bank of Canada	N/A	—	323,310	-323,310	-100%	$22.3M	—	—	—
UBS Group AG	N/A	—	302,906	-302,906	-100%	$20.9M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	287,435	-287,435	-100%	$19.9M	—	—	—
Cetera Investment Advisers	N/A	—	199,876	-199,876	-100%	$13.8M	—	—	—
Wells Fargo & Company	N/A	—	192,918	-192,918	-100%	$13.3M	—	—	—
Bluespring Wealth Management, LLC	N/A	—	185,547	-185,547	-100%	$12.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	166,194	-166,194	-100%	$11.5M	—	—	—
Blair William & Co	N/A	—	144,533	-144,533	-100%	$10.0M	—	—	—
Ameriprise Financial Inc	N/A	—	123,674	-123,674	-100%	$8.5M	—	—	—
Hamilton Wealth, LLC	N/A	—	119,988	-119,988	-100%	$8.3M	—	—	—
First National Bank & Trust Co of Newtown	N/A	—	84,073	-84,073	-100%	$5.9M	—	—	—
Stifel Financial Corp	N/A	—	77,121	-77,121	-100%	$5.3M	—	—	—
Conservest Capital Advisors, Inc.	N/A	—	70,056	-70,056	-100%	$4.8M	—	—	—
Focus Partners Wealth	N/A	—	64,178	-64,178	-100%	$4.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	60,160	-60,160	-100%	$4.2M	—	—	—
Cerity Partners LLC	N/A	—	55,621	-55,621	-100%	$3.8M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	53,879	-53,879	-100%	$3.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	52,081	-52,081	-100%	$3.6M	—	—	—
Mercer Global Advisors Inc	N/A	—	50,505	-50,505	-100%	$3.5M	—	—	—
Tocqueville Asset Management L.P.	N/A	—	50,405	-50,405	-100%	$3.5M	—	—	—
Scotia Capital Inc.	N/A	—	48,790	-48,790	-100%	$3.4M	—	—	—
Commerce Bank	N/A	—	47,762	-47,762	-100%	$3.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	41,846	-41,846	-100%	$2.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	41,731	-41,731	-100%	$2.9M	—	—	—
HighTower Advisors, LLC	N/A	—	41,026	-41,026	-100%	$2.8M	—	—	—
JPMorgan Chase & Co	N/A	—	34,975	-34,975	-100%	$2.4M	—	—	—
FMR LLC	N/A	—	34,127	-34,127	-100%	$2.4M	—	—	—
O'rourke & Company, Inc	N/A	—	29,574	-29,574	-100%	$2.0M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	28,261	-28,261	-100%	$2.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	26,991	-26,991	-100%	$1.9M	—	—	—
Hilltop Holdings Inc.	N/A	—	26,150	-26,150	-100%	$1.8M	—	—	—
Bravias Capital Group, LLC	N/A	—	26,018	-26,018	-100%	$1.8M	—	—	—
Captrust Financial Advisors	N/A	—	25,617	-25,617	-100%	$1.8M	—	—	—
MML Investors Services, LLC	N/A	—	24,558	-24,558	-100%	$1.7M	—	—	—
Guardian Capital LP	N/A	—	23,900	-23,900	-100%	$1.7M	—	—	—
IHT Wealth Management, LLC	N/A	—	22,896	-22,896	-100%	$1.6M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	21,751	-21,751	-100%	$1.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	20,491	-20,491	-100%	$1.4M	—	—	—
Private Advisor Group, LLC	N/A	—	20,407	-20,407	-100%	$1.4M	—	—	—
PFG Investments, LLC	N/A	—	20,238	-20,238	-100%	$1.4M	—	—	—
Edmond de Rothschild Holding S.A.	N/A	—	20,190	-20,190	-100%	$1.4M	—	—	—
Summit Financial, LLC	N/A	—	19,234	-19,234	-100%	$1.3M	—	—	—
BlackRock, Inc.	N/A	—	18,606	-18,606	-100%	$1.3M	—	—	—
Mustico Financial Group, Inc.	N/A	—	18,583	-18,583	-100%	$1.3M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	18,459	-18,459	-100%	$1.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	18,276	-18,276	-100%	$1.3M	—	—	—
Composition Wealth, LLC	N/A	—	18,148	-18,148	-100%	$1.3M	—	—	—
Capital Analysts, LLC	N/A	—	16,434	-16,434	-100%	$1.1M	—	—	—
Glenmede Trust Co NA	N/A	—	16,255	-16,255	-100%	$1.1M	—	—	—
Retirement Income Solutions, Inc	N/A	—	16,193	-16,193	-100%	$1.1M	—	—	—
Roberts Glore & Co Inc	N/A	—	16,159	-16,159	-100%	$1.1M	—	—	—
Fox Hill Wealth Management	N/A	—	16,105	-16,105	-100%	$1.1M	—	—	—
Mariner, LLC	N/A	—	15,063	-15,063	-100%	$1.0M	—	—	—
Glen Eagle Advisors, LLC	N/A	—	14,800	-14,800	-100%	$1.0M	—	—	—
MAI Capital Management	N/A	—	14,727	-14,727	-100%	$1.0M	—	—	—
Arkadios Wealth Advisors	N/A	—	13,892	-13,892	-100%	$959.7K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	13,799	-13,799	-100%	$953.3K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	13,250	-13,250	-100%	$919.2K	—	—	—
Cresset Asset Management, LLC	N/A	—	12,814	-12,814	-100%	$885.2K	—	—	—
Elk River Wealth Management LLC	N/A	—	12,625	-12,625	-100%	$872.1K	—	—	—
AE Wealth Management LLC	N/A	—	12,451	-12,451	-100%	$860.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,908	-11,908	-100%	$822.6K	—	—	—
Baird Financial Group, Inc.	N/A	—	11,785	-11,785	-100%	$814.1K	—	—	—
Oversea-Chinese Banking Corp Ltd	N/A	—	11,568	-11,568	-100%	$799.1K	—	—	—
NewEdge Wealth, LLC	N/A	—	11,281	-11,281	-100%	$779.3K	—	—	—
HM Payson & Co	N/A	—	10,905	-10,905	-100%	$753.3K	—	—	—
Citadel Advisors LLC	N/A	—	10,704	-10,704	-100%	$739.4K	—	—	—
Arax Advisory Partners	N/A	—	10,546	-10,546	-100%	$728.5K	—	—	—
Stamos Capital Partners, L.P.	N/A	—	10,485	-10,485	-100%	$724.3K	—	—	—
Waverly Advisors, LLC	N/A	—	10,394	-10,394	-100%	$718.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	10,352	-10,352	-100%	$715.1K	—	—	—
Goldman Sachs Group Inc	N/A	—	9,403	-9,403	-100%	$649.6K	—	—	—
&partners	N/A	—	9,042	-9,042	-100%	$624.6K	—	—	—
North Star Asset Management Inc	N/A	—	8,950	-8,950	-100%	$618.3K	—	—	—
National Bank of Canada	N/A	—	8,931	-8,931	-100%	$617.0K	—	—	—
Snowden Capital Advisors LLC	N/A	—	8,768	-8,768	-100%	$605.7K	—	—	—
Wealthfront Advisers LLC	N/A	—	8,751	-8,751	-100%	$604.5K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	8,097	-8,097	-100%	$559.0K	—	—	—
Pacific SUN Financial Corp	N/A	—	7,980	-7,980	-100%	$551.3K	—	—	—
Mosaic Financial Group, LLC	N/A	—	7,971	-7,971	-100%	$551.0K	—	—	—
Legacy Edge Advisors, LLC	N/A	—	7,922	-7,922	-100%	$547.3K	—	—	—
Burnham & Co LLC	N/A	—	7,900	-7,900	-100%	$545.7K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	7,826	-7,826	-100%	$540.6K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	7,653	-7,653	-100%	$528.7K	—	—	—
Advisory Services Network, LLC	N/A	—	7,643	-7,643	-100%	$528.0K	—	—	—
Brown Advisory Inc	N/A	—	7,593	-7,593	-100%	$524.5K	—	—	—
Stenham Asset Management Ltd	N/A	—	7,400	-7,400	-100%	$511.2K	—	—	—
McGinn Penninger Investment Management, Inc.	N/A	—	7,211	-7,211	-100%	$498.0K	—	—	—
XTX Topco Ltd	N/A	—	7,147	-7,147	-100%	$493.7K	—	—	—
Bessemer Group Inc	N/A	—	6,880	-6,880	-100%	$475.0K	—	—	—
Envision Financial Transparency, LLC	N/A	—	6,794	-6,794	-100%	$461.6K	—	—	—
Howe & Rusling Inc	N/A	—	6,745	-6,745	-100%	$465.9K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	6,719	-6,719	-100%	$464.2K	—	—	—
Franklin Resources Inc	N/A	—	6,215	-6,215	-100%	$429.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	6,173	-6,173	-100%	$426.4K	—	—	—
Pathstone Holdings, LLC	N/A	—	6,145	-6,145	-100%	$424.5K	—	—	—
Bank of Montreal	N/A	—	6,128	-6,128	-100%	$423.3K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	5,986	-5,986	-100%	$413.5K	—	—	—
Wealthspan Partners, LLC	N/A	—	5,912	-5,912	-100%	$408.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	5,808	-5,808	-100%	$401.2K	—	—	—
NorthRock Partners, LLC	N/A	—	5,747	-5,747	-100%	$397.0K	—	—	—
Quantinno Capital Management LP	N/A	—	5,509	-5,509	-100%	$380.6K	—	—	—
Flputnam Investment Management Co	N/A	—	5,505	-5,505	-100%	$380.3K	—	—	—
Clearwater Capital Advisors, LLC	N/A	—	5,351	-5,351	-100%	$369.6K	—	—	—
Clearstead Advisors, LLC	N/A	—	5,257	-5,257	-100%	$363.2K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	5,169	-5,169	-100%	$357.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,153	-5,153	-100%	$356.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	5,146	-5,146	-100%	$355.5K	—	—	—
Brown Brothers Harriman & Co	N/A	—	4,870	-4,870	-100%	$336.4K	—	—	—
Moors & Cabot, Inc.	N/A	—	4,835	-4,835	-100%	$334.0K	—	—	—
Napier Financial, LLC	N/A	—	4,639	-4,639	-100%	$320.5K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	4,411	-4,411	-100%	$304.7K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,342	-4,342	-100%	$300.0K	—	—	—
Aspire Capital Advisors LLC	N/A	—	4,189	-4,189	-100%	$289.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,177	-4,177	-100%	$288.6K	—	—	—
LRI Investments, LLC	N/A	—	4,170	-4,170	-100%	$288.1K	—	—	—
Osborne Partners Capital Management, LLC	N/A	—	4,077	-4,077	-100%	$281.6K	—	—	—
Marble Harbor Investment Counsel, LLC	N/A	—	4,033	-4,033	-100%	$278.6K	—	—	—
First Western Trust Bank	N/A	—	4,000	-4,000	-100%	$276.3K	—	—	—
Johnson Investment Counsel Inc	N/A	—	3,990	-3,990	-100%	$275.6K	—	—	—
McElhenny Sheffield Capital Management, LLC	N/A	—	3,955	-3,955	-100%	$273.2K	—	—	—
Harbour Investments, Inc.	N/A	—	3,942	-3,942	-100%	$272.3K	—	—	—
Nwam LLC	N/A	—	3,929	-3,929	-100%	$271.4K	—	—	—
RWA Wealth Partners, LLC	N/A	—	3,850	-3,850	-100%	$266.0K	—	—	—
Banco Santander, S.A.	N/A	—	3,750	-3,750	-100%	$259.1K	—	—	—
CIBC World Market Inc.	N/A	—	3,687	-3,687	-100%	$254.7K	—	—	—
Beaton Management Co. Inc.	N/A	—	3,530	-3,530	-100%	$244.0K	—	—	—
Kirtland Hills Capital Management, LLC	N/A	—	3,476	-3,476	-100%	$240.1K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	3,463	-3,463	-100%	$239.0K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	3,329	-3,329	-100%	$230.0K	—	—	—
Millstone Evans Group, LLC	N/A	—	3,302	-3,302	-100%	$228.1K	—	—	—
Kovack Advisors, Inc.	N/A	—	3,276	-3,276	-100%	$225.7K	—	—	—
Merit Financial Group, LLC	N/A	—	3,250	-3,250	-100%	$224.5K	—	—	—
AQR Capital Management LLC	N/A	—	3,222	-3,222	-100%	$222.6K	—	—	—
Northern Trust Corp	N/A	—	3,200	-3,200	-100%	$221.1K	—	—	—
Benjamin Edwards Inc	N/A	—	3,090	-3,090	-100%	$213.5K	—	—	—
Brookwood Investment Group LLC	N/A	—	3,059	-3,059	-100%	$211.3K	—	—	—
Sierra Capital LLC	N/A	—	3,050	-3,050	-100%	$210.7K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	3,008	-3,008	-100%	$207.8K	—	—	—
Essex Financial Services, Inc.	N/A	—	3,004	-3,004	-100%	$207.5K	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	2,969	-2,969	-100%	$205.1K	—	—	—
Leavell Investment Management, Inc.	N/A	—	2,930	-2,930	-100%	$202.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,663	-2,663	-100%	$184.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,477	-2,477	-100%	$171.1K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,395	-2,395	-100%	$165.4K	—	—	—
ST Germain D J Co Inc	N/A	—	2,185	-2,185	-100%	$150.9K	—	—	—
Allworth Financial LP	N/A	—	1,992	-1,992	-100%	$137.6K	—	—	—
Johnson Financial Group, Inc.	N/A	—	1,989	-1,989	-100%	$137.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,957	-1,957	-100%	$135.2K	—	—	—
Whittier Trust Co	N/A	—	1,736	-1,736	-100%	$121.2K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,533	-1,533	-100%	$106.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,497	-1,497	-100%	$103.4K	—	—	—
Rothschild Investment LLC	N/A	—	1,350	-1,350	-100%	$93.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	1,338	-1,338	-100%	$92.4K	—	—	—
WealthShield Partners, LLC	N/A	—	1,057	-1,057	-100%	$73.0K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	850	-850	-100%	$58.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	833	-833	-100%	$57.5K	—	—	—
Motco	N/A	—	800	-800	-100%	$55.3K	—	—	—
PlanVest Financial, Inc	N/A	—	785	-785	-100%	$54.2K	—	—	—
Sankala Group LLC	N/A	—	781	-781	-100%	$55.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	779	-779	-100%	$54.0K	—	—	—
Marshall Investment Management, LLC	N/A	—	756	-756	-100%	$52.2K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	700	-700	-100%	$48.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	590	-590	-100%	$40.8K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	564	-564	-100%	$38.9K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	460	-460	-100%	$31.8K	—	—	—
IAG Wealth Partners, LLC	N/A	—	425	-425	-100%	$29.4K	—	—	—
BFC Planning, Inc.	N/A	—	385	-385	-100%	$26.6K	—	—	—
Westfuller Advisors, LLC	N/A	—	361	-361	-100%	$24.9K	—	—	—
Boreal Capital Management LLC	N/A	—	349	-349	-100%	$24.1K	—	—	—
IMA Advisory Services, Inc.	N/A	—	325	-325	-100%	$22.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	317	-317	-100%	$21.7K	—	—	—
Horizon Investments, LLC	N/A	—	252	-252	-100%	$17.4K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	243	-243	-100%	$16.8K	—	—	—
Caitlin John, LLC	N/A	—	234	-234	-100%	$16.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	230	-230	-100%	$15.9K	—	—	—
Bogart Wealth, LLC	N/A	—	221	-221	-100%	$15.3K	—	—	—
UMB Bank, n.a.	N/A	—	215	-215	-100%	$14.9K	—	—	—
Cardiff Park Advisors, LLC	N/A	—	200	-200	-100%	$13.8K	—	—	—
Ancora Advisors LLCA	N/A	—	169	-169	-100%	$11.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	135	-135	-100%	$9.3K	—	—	—
Colonial Trust Advisors	N/A	—	115	-115	-100%	$7.9K	—	—	—
IFG Advisory, LLC	N/A	—	115	-115	-100%	$7.9K	—	—	—
Bellevue Asset Management, LLC	N/A	—	111	-111	-100%	$7.7K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	104	-104	-100%	$4.4M	—	—	—
Graney & King, LLC	N/A	—	100	-100	-100%	$6.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	71	-71	-100%	$4.9K	—	—	—
Continuum Advisory, LLC	N/A	—	58	-58	-100%	$4.0K	—	—	—
Kilter Group LLC	N/A	—	52	-52	-100%	$3.6K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	50	-50	-100%	$3.5K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	50	-50	-100%	$3.5K	—	—	—
Cordant, Inc.	N/A	—	28	-28	-100%	$1.9K	—	—	—
Morris Financial Concepts, Inc.	N/A	—	23	-23	-100%	$1.6K	—	—	—
Russell Investments Group, Ltd.	N/A	—	21	-21	-100%	$1.5K	—	—	—
Providence Capital Advisors, LLC	N/A	—	20	-20	-100%	$1.4K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$69	—	—	—

Showing 405 of 405 institutions