Invesco S&P 500 Garp ETF (SPGP)

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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Fifth Third Bancorp

DECREASED

Shares351,672 from 370,698

Change-19,026 (-5%)

Value$41.8M (-$3.5M)

Filed 2026-11-05

Howard Financial Services, Ltd.

INCREASED

Shares334,458 from 327,033

Change+7,425 (+2%)

Value$39.7M (-$252.6K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

DECREASED

Shares167,727 from 182,053

Change-14,326 (-8%)

Value$19.9M (-$2.3M)

Filed 2026-11-02

Creative Planning

DECREASED

Shares116,390 from 134,909

Change-18,519 (-14%)

Value$13.8M (-$2.7M)

Filed 2026-11-02

Darrow Company, Inc.

INCREASED

Shares115,725 from 113,925

Change+1,800 (+2%)

Value$13.8M (-$181.3K)

Filed 2026-10-22

Longview Financial Advisors, Inc.

INCREASED

Shares114,634 from 113,518

Change+1,116 (+1%)

Value$13.6M (-$261.1K)

Filed 2026-10-09

Retirement Planning Group, LLC

DECREASED

Shares79,239 from 81,484

Change-2,245 (-3%)

Value$9.4M (-$549.5K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares64,793 from 66,955

Change-2,162 (-3%)

Value$7.9M (-$436.2K)

Filed 2026-10-13

1900 Wealth Management LLC

DECREASED

Shares62,070 from 69,966

Change-7,896 (-11%)

Value$7.4M (-$1.2M)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares58,767 from 61,421

Change-2,654 (-4%)

Value$7.0M (-$528.0K)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares53,225 from 54,944

Change-1,719 (-3%)

Value$6.3M (-$394.9K)

Filed 2026-10-30

Flagship Harbor Advisors, LLC

DECREASED

Shares52,329 from 110,158

Change-57,829 (-52%)

Value$6.2M (-$7.3M)

Filed 2026-10-26

Johnson & White Wealth Management, LLC

INCREASED

Shares50,759 from 50,271

Change+488 (+1%)

Value$6.0M (-$116.5K)

Filed 2026-11-03

D.A. Davidson & Co.

INCREASED

Shares49,901 from 49,525

Change+376 (+1%)

Value$5.9M (-$127.2K)

Filed 2026-10-28

Kestra Private Wealth Services, LLC

INCREASED

Shares40,839 from 39,216

Change+1,623 (+4%)

Value$4.9M (+$56.7K)

Filed 2026-10-30

First United Bank & Trust

DECREASED

Shares35,932 from 36,039

Change-107 (0%)

Value$4.3M (-$137.8K)

Filed 2026-10-22

Hudock, Inc.

DECREASED

Shares35,808 from 36,350

Change-542 (-1%)

Value$4.3M (-$190.6K)

Filed 2026-10-14

Elevation Capital Advisory, LLC

DECREASED

Shares35,122 from 80,162

Change-45,040 (-56%)

Value$4.2M (-$5.6M)

Filed 2026-10-29

Eagle Strategies LLC

UNCHANGED

Shares34,683 from 34,683

Change0 (0%)

Value$4.1M (-$120.3K)

Filed 2026-10-16

Sovran Advisors, LLC

DECREASED

Shares32,622 from 40,711

Change-8,089 (-20%)

Value$4.0M (-$1.1M)

Filed 2026-11-02

Perigon Wealth Management, LLC

DECREASED

Shares32,516 from 32,760

Change-244 (-1%)

Value$3.9M (-$142.7K)

Filed 2026-10-22

Grange Capital, LLC

DECREASED

Shares31,331 from 35,063

Change-3,732 (-11%)

Value$3.7M (-$565.2K)

Filed 2026-10-20

Principle Wealth Partners LLC

DECREASED

Shares31,041 from 32,150

Change-1,109 (-3%)

Value$3.7M (-$243.3K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares27,535 from 26,046

Change+1,489 (+6%)

Value$3.3M (+$86.5K)

Filed 2026-11-02

Oppenheimer & Co Inc

DECREASED

Shares26,355 from 28,173

Change-1,818 (-6%)

Value$3.1M (-$313.8K)

Filed 2026-10-26

Integrity Alliance, Llc.

INCREASED

Shares25,694 from 25,612

Change+82 (+0%)

Value$3.1M (-$79.1K)

Filed 2026-10-29

Thrivent Financial for Lutherans

INCREASED

Shares24,322 from 23,708

Change+614 (+3%)

Value$2.9M (-$9.0K)

Filed 2026-11-05

Perryman Financial Advisory Inc

DECREASED

Shares24,126 from 24,249

Change-123 (-1%)

Value$2.9M (-$98.7K)

Filed 2026-10-16

Marks Group Wealth Management, Inc

UNCHANGED

Shares23,892 from 23,892

Change0 (0%)

Value$2.8M (-$82.9K)

Filed 2026-11-05

GC Wealth Management RIA, LLC

DECREASED

Shares23,757 from 23,799

Change-42 (0%)

Value$2.8M (-$87.5K)

Filed 2026-11-02

Breakwater Capital Group

DECREASED

Shares23,108 from 24,147

Change-1,039 (-4%)

Value$2.7M (-$207.2K)

Filed 2026-10-09

Beacon Financial Planning, Inc

DECREASED

Shares22,845 from 24,028

Change-1,183 (-5%)

Value$2.7M (-$223.9K)

Filed 2026-11-04

Wealthcare Advisory Partners LLC

DECREASED

Shares22,285 from 22,434

Change-149 (-1%)

Value$2.6M (-$95.5K)

Filed 2026-10-21

Ascentis Independent Advisors

NEW

Shares20,897

Change+20,897

Value$2.5M

Filed 2026-11-03

Milestone Investment Advisors LLC

DECREASED

Shares19,677 from 19,857

Change-180 (-1%)

Value$2.3M (-$90.3K)

Filed 2026-11-05

Finward Bancorp

DECREASED

Shares19,434 from 19,789

Change-355 (-2%)

Value$2.3M (-$110.9K)

Filed 2026-10-14

TME Financial, Inc.

INCREASED

Shares18,190 from 17,596

Change+594 (+3%)

Value$2.2M (+$9.5K)

Filed 2026-10-14

Baron Financial Group, LLC

DECREASED

Shares17,213 from 17,775

Change-562 (-3%)

Value$2.0M (-$128.5K)

Filed 2026-10-09

Genesis Private Wealth, LLC

DECREASED

Shares16,779 from 20,843

Change-4,064 (-19%)

Value$2.0M (-$555.2K)

Filed 2026-11-02

Ring Mountain Capital, LLC

INCREASED

Shares16,549 from 15,622

Change+927 (+6%)

Value$2.0M (+$55.9K)

Filed 2026-10-13

Fifth Third Securities, Inc.

DECREASED

Shares16,340 from 17,375

Change-1,035 (-6%)

Value$1.9M (-$183.3K)

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares16,275 from 16,303

Change-28 (0%)

Value$1.9M (-$60.2K)

Filed 2026-10-08

Visionary Wealth Advisors

INCREASED

Shares15,963 from 15,546

Change+417 (+3%)

Value$1.9M (-$4.4K)

Filed 2026-11-04

Redhawk Wealth Advisors, Inc.

DECREASED

Shares14,876 from 15,984

Change-1,108 (-7%)

Value$1.8M (-$187.2K)

Filed 2026-10-14

Brookstone Capital Management

INCREASED

Shares13,464 from 11,937

Change+1,527 (+13%)

Value$1.6M (+$140.0K)

Filed 2026-10-22

Spectrum Wealth Advisory Group, LLC

DECREASED

Shares12,906 from 13,251

Change-345 (-3%)

Value$1.5M (-$86.9K)

Filed 2026-10-29

NWF Advisory Services Inc.

INCREASED

Shares12,470 from 12,459

Change+11 (+0%)

Value$1.5M (-$42.0K)

Filed 2026-10-19

Planned Solutions, Inc.

UNCHANGED

Shares11,658 from 11,658

Change0 (0%)

Value$1.4M (-$40.5K)

Filed 2026-10-19

Integral Investment Advisors, Inc.

INCREASED

Shares11,204 from 10,989

Change+215 (+2%)

Value$1.3M (-$12.6K)

Filed 2026-11-03

Wealth Management Resources, Inc.

DECREASED

Shares10,338 from 10,387

Change-49 (0%)

Value$1.2M (-$41.9K)

Filed 2026-10-21

Whalen Wealth Management Inc.

INCREASED

Shares9,136 from 9,114

Change+22 (+0%)

Value$1.1M (-$29.0K)

Filed 2026-10-08

Latitude Advisors, LLC

DECREASED

Shares9,028 from 9,417

Change-389 (-4%)

Value$1.1M (-$79.0K)

Filed 2026-10-27

Investment Planning Advisors, Inc.

DECREASED

Shares8,721 from 8,774

Change-53 (-1%)

Value$1.0M (-$36.7K)

Filed 2026-10-14

Cornerstone Wealth Management, LLC

INCREASED

Shares8,306 from 6,519

Change+1,787 (+27%)

Value$986.9K (+$189.7K)

Filed 2026-11-04

Fairway Wealth LLC

INCREASED

Shares8,234 from 8,233

Change+1 (+0%)

Value$978.3K (-$28.5K)

Filed 2026-10-30

BridgePort Financial Solutions, LLC

DECREASED

Shares7,872 from 8,395

Change-523 (-6%)

Value$935.3K (-$91.3K)

Filed 2026-11-02

Centerpoint Advisory Group

DECREASED

Shares7,338 from 7,388

Change-50 (-1%)

Value$871.9K (-$31.6K)

Filed 2026-10-23

Avaii Wealth Management, LLC

DECREASED

Shares7,045 from 7,193

Change-148 (-2%)

Value$840.9K (-$38.8K)

Filed 2026-10-09

J.W. Cole Advisors, Inc.

DECREASED

Shares6,766 from 7,612

Change-846 (-11%)

Value$803.9K (-$126.9K)

Filed 2026-11-05

D'Orazio & Associates, Inc.

DECREASED

Shares6,737 from 7,230

Change-493 (-7%)

Value$800.5K (-$83.7K)

Filed 2026-11-04

Phraction Management LLC

UNCHANGED

Shares6,710 from 6,710

Change0 (0%)

Value$797.3K (-$23.3K)

Filed 2026-10-14

Walled Lake Planning & Wealth Management, LLC

INCREASED

Shares6,561 from 6,250

Change+311 (+5%)

Value$779.6K (+$15.3K)

Filed 2026-10-29

Jacobi Capital Management LLC

UNCHANGED

Shares6,318 from 6,318

Change0 (0%)

Value$750.7K (-$21.9K)

Filed 2026-11-05

Koshinski Asset Management, Inc.

UNCHANGED

Shares5,854 from 5,854

Change0 (0%)

Value$695.5K (-$20.3K)

Filed 2026-10-29

US Bancorp \de\

UNCHANGED

Shares5,788 from 5,788

Change0 (0%)

Value$687.7K (-$20.1K)

Filed 2026-11-05

WBH Advisory Inc

DECREASED

Shares5,436 from 7,023

Change-1,587 (-23%)

Value$645.9K (-$212.9K)

Filed 2026-11-05

Bank of New Hampshire

UNCHANGED

Shares4,745 from 4,745

Change0 (0%)

Value$563.8K (-$16.5K)

Filed 2026-10-06

PFG Advisors

UNCHANGED

Shares4,715 from 4,715

Change0 (0%)

Value$560.3K (-$16.3K)

Filed 2026-10-16

Csenge Advisory Group

DECREASED

Shares4,670 from 4,772

Change-102 (-2%)

Value$554.9K (-$28.7K)

Filed 2026-11-04

Bison Wealth, LLC

DECREASED

Shares4,612 from 4,742

Change-130 (-3%)

Value$564.3K (-$27.3K)

Filed 2026-10-13

Vise Technologies, Inc.

DECREASED

Shares4,419 from 5,266

Change-847 (-16%)

Value$525.1K (-$118.8K)

Filed 2026-10-29

Whipplewood Advisors, LLC

DECREASED

Shares4,402 from 4,412

Change-10 (0%)

Value$523.0K (-$16.5K)

Filed 2026-10-20

Clark Asset Management, LLC

UNCHANGED

Shares4,259 from 4,259

Change0 (0%)

Value$506.1K (-$14.8K)

Filed 2026-10-19

Signature Estate & Investment Advisors LLC

DECREASED

Shares4,243 from 4,493

Change-250 (-6%)

Value$504.1K (-$45.3K)

Filed 2026-10-13

Lido Advisors, LLC

UNCHANGED

Shares4,207 from 4,207

Change0 (0%)

Value$499.9K (-$14.6K)

Filed 2026-11-04

International Assets Investment Management, LLC

DECREASED

Shares3,965 from 4,270

Change-305 (-7%)

Value$472.9K (-$54.1K)

Filed 2026-11-02

High Note Wealth, LLC

DECREASED

Shares3,938 from 4,325

Change-387 (-9%)

Value$467.9K (-$61.0K)

Filed 2026-10-27

Investors Research Corp

DECREASED

Shares3,889 from 4,419

Change-530 (-12%)

Value$462.1K (-$78.3K)

Filed 2026-10-07

Glass Jacobson Investment Advisors llc

DECREASED

Shares3,812 from 4,807

Change-995 (-21%)

Value$452.9K (-$135.0K)

Filed 2026-10-26

Venture Visionary Partners LLC

UNCHANGED

Shares3,575 from 3,575

Change0 (0%)

Value$424.8K (-$12.4K)

Filed 2026-10-07

Seven Mile Advisory

UNCHANGED

Shares3,544 from 3,544

Change0 (0%)

Value$421.1K (-$12.3K)

Filed 2026-10-22

Redwood Family Wealth LLC

UNCHANGED

Shares3,472 from 3,472

Change0 (0%)

Value$412.5K (-$12.0K)

Filed 2026-10-20

Fairscale Capital, LLC

DECREASED

Shares3,417 from 3,461

Change-44 (-1%)

Value$419.4K (-$3.8K)

Filed 2026-11-04

Opulen Financial Group LLC

INCREASED

Shares3,369 from 3,366

Change+3 (+0%)

Value$400.4K (-$11.3K)

Filed 2026-10-22

Asset One Wealth Management LLC

NEW

Shares3,322

Change+3,322

Value$394.7K

Filed 2026-11-02

Verum Partners LLC

INCREASED

Shares3,074 from 3,072

Change+2 (+0%)

Value$365.3K (-$10.3K)

Filed 2026-10-21

Prospera Financial Services Inc

DECREASED

Shares2,972 from 2,996

Change-24 (-1%)

Value$364.9K (-$1.5K)

Filed 2026-11-04

Obermeyer Wealth Partners

INCREASED

Shares2,971 from 2,970

Change+1 (+0%)

Value$353.0K (-$10.1K)

Filed 2026-10-21

Sagespring Wealth Partners, LLC

DECREASED

Shares2,916 from 3,463

Change-547 (-16%)

Value$346.4K (-$77.0K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

DECREASED

Shares2,798 from 3,013

Change-215 (-7%)

Value$332.4K (-$36.0K)

Filed 2026-10-16

Indivisible Partners

NEW

Shares2,745

Change+2,745

Value$326.2K

Filed 2026-10-26

Rossby Financial, LCC

DECREASED

Shares2,744 from 2,759

Change-15 (-1%)

Value$326.0K (-$11.4K)

Filed 2026-11-05

Independence Bank of Kentucky

UNCHANGED

Shares2,700 from 2,700

Change0 (0%)

Value$320.8K (-$9.4K)

Filed 2026-10-26

Summit Financial Consulting LLC

DECREASED

Shares2,542 from 2,673

Change-131 (-5%)

Value$302.1K (-$24.8K)

Filed 2026-10-15

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

UNCHANGED

Shares2,505 from 2,505

Change0 (0%)

Value$297.6K (-$8.7K)

Filed 2026-10-27

Grimes & Co Wealth Management, LLC

DECREASED

Shares2,497 from 2,541

Change-44 (-2%)

Value$296.7K (-$14.0K)

Filed 2026-10-29

Summit Wealth Group LLC / Co

NEW

Shares2,475

Change+2,475

Value$294.1K

Filed 2026-10-29

Puff Wealth Management, LLC

DECREASED

Shares2,463 from 2,820

Change-357 (-13%)

Value$292.6K (-$52.3K)

Filed 2026-10-07

First Heartland Consultants, Inc.

UNCHANGED

Shares2,453 from 2,453

Change0 (0%)

Value$291.5K (-$8.5K)

Filed 2026-10-08

Sard Wealth Management Group, LLC

INCREASED

Shares2,361 from 2,359

Change+2 (+0%)

Value$280.6K (-$7.9K)

Filed 2026-10-16

Cap Partners, LLC

DECREASED

Shares2,336 from 2,347

Change-11 (0%)

Value$277.5K (-$9.5K)

Filed 2026-10-19

IFP Advisors, Inc

DECREASED

Shares2,308 from 2,646

Change-338 (-13%)

Value$274.2K (-$49.3K)

Filed 2026-10-16

Tactive Advisors, LLC

INCREASED

Shares2,306 from 2,217

Change+89 (+4%)

Value$274.0K (+$3.0K)

Filed 2026-10-08

StoneX Group Inc.

DECREASED

Shares2,192 from 3,842

Change-1,650 (-43%)

Value$274.8K (-$189.3K)

Filed 2026-11-03

Trilogy Capital Inc.

DECREASED

Shares2,188 from 2,192

Change-4 (0%)

Value$260.0K (-$8.1K)

Filed 2026-10-20

Larson Financial Group LLC

UNCHANGED

Shares2,148 from 2,148

Change0 (0%)

Value$255.2K (-$7.5K)

Filed 2026-11-05

Herold Advisors, Inc.

UNCHANGED

Shares2,071 from 2,071

Change0 (0%)

Value$246.1K (-$6.9K)

Filed 2026-10-19

Wagner Wealth Management, LLC

DECREASED

Shares1,978 from 2,022

Change-44 (-2%)

Value$235.1K (-$12.1K)

Filed 2026-10-21

Foronjy Financial LLC

DECREASED

Shares1,929 from 2,575

Change-646 (-25%)

Value$229.2K (-$85.7K)

Filed 2026-10-14

Santori & Peters, Inc.

DECREASED

Shares1,897 from 3,121

Change-1,224 (-39%)

Value$225.4K (-$156.3K)

Filed 2026-10-26

West Branch Capital LLC

DECREASED

Shares1,811 from 2,055

Change-244 (-12%)

Value$215.2K (-$36.1K)

Filed 2026-10-20

Opal Wealth Advisors, LLC

DECREASED

Shares1,745 from 2,018

Change-273 (-14%)

Value$207.3K (-$39.4K)

Filed 2026-10-16

Parkway Wealth Management Group, LLC

UNCHANGED

Shares1,685 from 1,685

Change0 (0%)

Value$200.2K (-$5.8K)

Filed 2026-10-20

Princeton Global Asset Management LLC

UNCHANGED

Shares1,629 from 1,629

Change0 (0%)

Value$193.6K (-$5.7K)

Filed 2026-10-21

Bayban

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$183.4K ($0)

Filed 2026-11-05

Financial Network Wealth Advisors LLC

UNCHANGED

Shares928 from 928

Change0 (0%)

Value$110.3K (-$3.2K)

Filed 2026-10-28

Archer Investment Corp

UNCHANGED

Shares758 from 758

Change0 (0%)

Value$90.1K (-$2.6K)

Filed 2026-11-05

Elevated Capital Advisors, LLC

UNCHANGED

Shares683 from 683

Change0 (0%)

Value$81.2K (-$2.4K)

Filed 2026-11-04

Creative Financial Designs Inc

INCREASED

Shares481 from 339

Change+142 (+42%)

Value$57.1K (+$15.6K)

Filed 2026-11-04

GGM Financial LLC

INCREASED

Shares455 from 454

Change+1 (+0%)

Value$54.1K (-$1.5K)

Filed 2026-11-05

NBZ Investment Advisors LLC

DECREASED

Shares417 from 511

Change-94 (-18%)

Value$49.5K (-$13.0K)

Filed 2026-10-30

Private Trust Co NA

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$47.5K (-$1.4K)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$44.6K (-$1.3K)

Filed 2026-11-04

Pinnacle Bancorp, Inc.

INCREASED

Shares315 from 314

Change+1 (+0%)

Value$37.4K (-$1.1K)

Filed 2026-10-21

Root Financial Partners, LLC

NEW

Shares274

Change+274

Value$32.6K

Filed 2026-10-21

Gamma Investing LLC

UNCHANGED

Shares237 from 237

Change0 (0%)

Value$28.2K (-$823)

Filed 2026-10-08

Kozak & Associates, Inc.

UNCHANGED

Shares229 from 229

Change0 (0%)

Value$28.0K (-$312)

Filed 2026-10-29

Harbor Asset Planning, Inc.

INCREASED

Shares218 from 217

Change+1 (+0%)

Value$25.9K (-$731)

Filed 2026-10-23

Assetmark, Inc

UNCHANGED

Shares203 from 203

Change0 (0%)

Value$24.1K (-$705)

Filed 2026-10-21

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$21.4K (-$625)

Filed 2026-10-15

Armstrong Advisory Group, Inc

DECREASED

Shares169 from 369

Change-200 (-54%)

Value$20.1K (-$25.1K)

Filed 2026-10-09

Hazlett, Burt & Watson, Inc.

NEW

Shares151

Change+151

Value$18.0K

Filed 2026-11-04

Evermay Wealth Management LLC

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$16.6K (-$486)

Filed 2026-11-05

Biltmore Family Office, LLC

UNCHANGED

Shares136 from 136

Change0 (0%)

Value$16.2K (-$471)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares131

Change+131

Value$15.6K

Filed 2026-10-30

Hilton Head Capital Partners, LLC

UNCHANGED

Shares118 from 118

Change0 (0%)

Value$14.0K (-$409)

Filed 2026-10-23

Next Level Wealth Planning, LLC

NEW

Shares116

Change+116

Value$13.8K

Filed 2026-10-29

CoreCap Advisors, LLC

DECREASED

Shares107 from 281

Change-174 (-62%)

Value$12.7K (-$21.6K)

Filed 2026-10-08

Davis Capital Management

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$12.4K (-$350)

Filed 2026-10-08

Southern Michigan Bank & Trust

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$11.9K (-$347)

Filed 2026-10-19

Evolution Wealth Management Inc.

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$6.4K (-$188)

Filed 2026-10-28

Parallel Advisors, LLC

NEW

Shares50

Change+50

Value$5.9K

Filed 2026-11-03

Compass Financial Management LLC

DECREASED

Shares43 from 80

Change-37 (-46%)

Value$5.1K (-$4.8K)

Filed 2026-10-30

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$4.5K (-$132)

Filed 2026-10-23

Silver Grove Financial Group, Inc.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$4.3K (-$123)

Filed 2026-11-05

Rydar Equities, Inc.

NEW

Shares28

Change+28

Value$3.4K

Filed 2026-10-13

Contravisory Investment Management, Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$3.0K (-$86)

Filed 2026-10-13

Vima LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$2.6K (-$76)

Filed 2026-10-23

MTM Investment Management, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.4K (-$41)

Filed 2026-10-30

North Star Investment Management Corp.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$594 (-$17)

Filed 2026-10-27

AlphaCore Capital LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$475 (-$14)

Filed 2026-11-04

Citigroup Inc

NEW

Shares1

Change+1

Value$119

Filed 2026-11-04

Capital Investment Advisory Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$103 (-$3)

Filed 2026-10-30

Networth Advisors, LLC

NEW

Shares0

Change0

Value$39

Filed 2026-11-03

Alhambra Investment Management LLC

CLOSED

Shares0 from 46,553

Change-46,553 (-100%)

Value$0 (-$5.7M)

Filed 2026-10-15

Avestar Capital, LLC

CLOSED

Shares0 from 2,909

Change-2,909 (-100%)

Value$0 (-$355.8K)

Filed 2026-10-28

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 2,380

Change-2,380 (-100%)

Value$0 (-$291.0K)

Filed 2026-10-21

ATX Financial Planning, LLC

CLOSED

Shares0 from 2,158

Change-2,158 (-100%)

Value$0 (-$264.0K)

Filed 2026-10-14

BankPlus Wealth Management LLC

CLOSED

Shares0 from 1,917

Change-1,917 (-100%)

Value$0 (-$234.5K)

Filed 2026-10-13

Activest Wealth Management

CLOSED

Shares0 from 108

Change-108 (-100%)

Value$0 (-$13.2K)

Filed 2026-10-15

MCF Advisors LLC

CLOSED

Shares0 from 82

Change-82 (-100%)

Value$0 (-$10.0K)

Filed 2026-10-28

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

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$3.1K)

Filed 2026-10-14

Morgan Stanley

N/A

Shares— from 1,717,281

Change-1,717,281 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 1,063,264

Change-1,063,264 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 667,457

Change-667,457 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 648,368

Change-648,368 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 258,031

Change-258,031 (-100%)

Value—

Campbell Deegan Wealth Management, LLC

N/A

Shares— from 197,674

Change-197,674 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 162,594

Change-162,594 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 151,554

Change-151,554 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 143,288

Change-143,288 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 137,369

Change-137,369 (-100%)

Value—

UBS Group AG

N/A

Shares— from 125,287

Change-125,287 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 120,801

Change-120,801 (-100%)

Value—

Wescap Management Group, Inc.

N/A

Shares— from 113,777

Change-113,777 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 110,737

Change-110,737 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 109,204

Change-109,204 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 100,981

Change-100,981 (-100%)

Value—

Cedar Wealth Management, LLC

N/A

Shares— from 100,836

Change-100,836 (-100%)

Value—

Silicon Valley Capital Partners

N/A

Shares— from 94,799

Change-94,799 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 91,986

Change-91,986 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 78,871

Change-78,871 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 70,945

Change-70,945 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 60,700

Change-60,700 (-100%)

Value—

&partners

N/A

Shares— from 59,415

Change-59,415 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 56,322

Change-56,322 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 47,195

Change-47,195 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 40,051

Change-40,051 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 38,917

Change-38,917 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 37,603

Change-37,603 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 36,709

Change-36,709 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 36,642

Change-36,642 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 36,489

Change-36,489 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 35,915

Change-35,915 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 35,496

Change-35,496 (-100%)

Value—

Marble Wealth, LLC

N/A

Shares— from 33,955

Change-33,955 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 31,892

Change-31,892 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 27,909

Change-27,909 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 27,790

Change-27,790 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 27,500

Change-27,500 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 26,392

Change-26,392 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 26,099

Change-26,099 (-100%)

Value—

Nwam LLC

N/A

Shares— from 26,069

Change-26,069 (-100%)

Value—

Pine Harbor Wealth Management, LLC

N/A

Shares— from 23,646

Change-23,646 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 23,432

Change-23,432 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 20,960

Change-20,960 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 19,921

Change-19,921 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 18,481

Change-18,481 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 17,896

Change-17,896 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 17,362

Change-17,362 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 17,253

Change-17,253 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 14,926

Change-14,926 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 14,167

Change-14,167 (-100%)

Value—

Edmond de Rothschild Holding S.A.

N/A

Shares— from 13,880

Change-13,880 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 13,275

Change-13,275 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 12,503

Change-12,503 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 12,422

Change-12,422 (-100%)

Value—

Financial Alternatives, Inc

N/A

Shares— from 12,301

Change-12,301 (-100%)

Value—

WealthTrak Capital Management LLC

N/A

Shares— from 11,612

Change-11,612 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 11,417

Change-11,417 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 11,175

Change-11,175 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10,989

Change-10,989 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 10,593

Change-10,593 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,456

Change-10,456 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,189

Change-10,189 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 9,571

Change-9,571 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 9,116

Change-9,116 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 8,820

Change-8,820 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 8,819

Change-8,819 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 8,721

Change-8,721 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 8,336

Change-8,336 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 8,036

Change-8,036 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 7,663

Change-7,663 (-100%)

Value—

Retirement Planning Group, LLC / NY

N/A

Shares— from 7,294

Change-7,294 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 7,018

Change-7,018 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 6,709

Change-6,709 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 6,459

Change-6,459 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 6,264

Change-6,264 (-100%)

Value—

Schrum Private Wealth Management LLC

N/A

Shares— from 6,241

Change-6,241 (-100%)

Value—

Prasad Wealth Partners, LLC

N/A

Shares— from 6,050

Change-6,050 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,024

Change-6,024 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 5,980

Change-5,980 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 5,826

Change-5,826 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,486

Change-5,486 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,300

Change-5,300 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,099

Change-5,099 (-100%)

Value—

TAGStone Capital, Inc.

N/A

Shares— from 5,039

Change-5,039 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 4,949

Change-4,949 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 4,851

Change-4,851 (-100%)

Value—

Investor's Fiduciary Advisor Network, LLC

N/A

Shares— from 4,840

Change-4,840 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,762

Change-4,762 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 4,428

Change-4,428 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 4,386

Change-4,386 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 4,305

Change-4,305 (-100%)

Value—

Hobbs Group Advisors, LLC

N/A

Shares— from 4,254

Change-4,254 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 4,140

Change-4,140 (-100%)

Value—

Trustmark Bank Trust Department

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 3,914

Change-3,914 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 3,896

Change-3,896 (-100%)

Value—

Index Technologies Group LLC

N/A

Shares— from 3,789

Change-3,789 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 3,733

Change-3,733 (-100%)

Value—

Hershey Financial Advisers, LLC

N/A

Shares— from 3,631

Change-3,631 (-100%)

Value—

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

N/A

Shares— from 3,582

Change-3,582 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,407

Change-3,407 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,270

Change-3,270 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 3,260

Change-3,260 (-100%)

Value—

Commerce Bank

N/A

Shares— from 3,230

Change-3,230 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 3,150

Change-3,150 (-100%)

Value—

Summit Wealth Partners, LLC

N/A

Shares— from 2,955

Change-2,955 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 2,726

Change-2,726 (-100%)

Value—

Liberty Square Wealth Partners LLC

N/A

Shares— from 2,645

Change-2,645 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 2,609

Change-2,609 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 2,561

Change-2,561 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,545

Change-2,545 (-100%)

Value—

Bawa N Mallick Trust

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Clearwater Capital Advisors, LLC

N/A

Shares— from 2,464

Change-2,464 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 2,379

Change-2,379 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 2,286

Change-2,286 (-100%)

Value—

Wharton Business Group, LLC

N/A

Shares— from 2,230

Change-2,230 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 2,175

Change-2,175 (-100%)

Value—

Uniting Wealth Partners, LLC

N/A

Shares— from 2,021

Change-2,021 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 1,952

Change-1,952 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,944

Change-1,944 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 1,939

Change-1,939 (-100%)

Value—

Shepherd Kaplan Krochuk, LLC

N/A

Shares— from 1,797

Change-1,797 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 1,679

Change-1,679 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,396

Change-1,396 (-100%)

Value—

Liberty One Investment Management, LLC

N/A

Shares— from 1,208

Change-1,208 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,120

Change-1,120 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,111

Change-1,111 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 886

Change-886 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 879

Change-879 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 830

Change-830 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 829

Change-829 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 820

Change-820 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 791

Change-791 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 776

Change-776 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 498

Change-498 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 407

Change-407 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 378

Change-378 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 360

Change-360 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 295

Change-295 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 284

Change-284 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 271

Change-271 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 155

Change-155 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 129

Change-129 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 110

Change-110 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 109

Change-109 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 79

Change-79 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 60

Change-60 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Richard W. Paul & Associates, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
Fifth Third Bancorp	DECREASED	351,672	370,698	-19,026	-5%	$45.3M	$41.8M	-$3.5M	2026-11-05
Howard Financial Services, Ltd.	INCREASED	334,458	327,033	+7,425	+2%	$40.0M	$39.7M	-$252.6K	2026-10-15
Commonwealth Equity Services, LLC	DECREASED	167,727	182,053	-14,326	-8%	$22.3M	$19.9M	-$2.3M	2026-11-02
Creative Planning	DECREASED	116,390	134,909	-18,519	-14%	$16.5M	$13.8M	-$2.7M	2026-11-02
Darrow Company, Inc.	INCREASED	115,725	113,925	+1,800	+2%	$13.9M	$13.8M	-$181.3K	2026-10-22
Longview Financial Advisors, Inc.	INCREASED	114,634	113,518	+1,116	+1%	$13.9M	$13.6M	-$261.1K	2026-10-09
Retirement Planning Group, LLC	DECREASED	79,239	81,484	-2,245	-3%	$10.0M	$9.4M	-$549.5K	2026-10-19
Wealth Enhancement Advisory Services, LLC	DECREASED	64,793	66,955	-2,162	-3%	$8.3M	$7.9M	-$436.2K	2026-10-13
1900 Wealth Management LLC	DECREASED	62,070	69,966	-7,896	-11%	$8.6M	$7.4M	-$1.2M	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	58,767	61,421	-2,654	-4%	$7.5M	$7.0M	-$528.0K	2026-11-02
Truist Financial Corp	DECREASED	53,225	54,944	-1,719	-3%	$6.7M	$6.3M	-$394.9K	2026-10-30
Flagship Harbor Advisors, LLC	DECREASED	52,329	110,158	-57,829	-52%	$13.5M	$6.2M	-$7.3M	2026-10-26
Johnson & White Wealth Management, LLC	INCREASED	50,759	50,271	+488	+1%	$6.1M	$6.0M	-$116.5K	2026-11-03
D.A. Davidson & Co.	INCREASED	49,901	49,525	+376	+1%	$6.1M	$5.9M	-$127.2K	2026-10-28
Kestra Private Wealth Services, LLC	INCREASED	40,839	39,216	+1,623	+4%	$4.8M	$4.9M	+$56.7K	2026-10-30
First United Bank & Trust	DECREASED	35,932	36,039	-107	0%	$4.4M	$4.3M	-$137.8K	2026-10-22
Hudock, Inc.	DECREASED	35,808	36,350	-542	-1%	$4.4M	$4.3M	-$190.6K	2026-10-14
Elevation Capital Advisory, LLC	DECREASED	35,122	80,162	-45,040	-56%	$9.8M	$4.2M	-$5.6M	2026-10-29
Eagle Strategies LLC	UNCHANGED	34,683	34,683	0	0%	$4.2M	$4.1M	-$120.3K	2026-10-16
Sovran Advisors, LLC	DECREASED	32,622	40,711	-8,089	-20%	$5.1M	$4.0M	-$1.1M	2026-11-02
Perigon Wealth Management, LLC	DECREASED	32,516	32,760	-244	-1%	$4.0M	$3.9M	-$142.7K	2026-10-22
Grange Capital, LLC	DECREASED	31,331	35,063	-3,732	-11%	$4.3M	$3.7M	-$565.2K	2026-10-20
Principle Wealth Partners LLC	DECREASED	31,041	32,150	-1,109	-3%	$3.9M	$3.7M	-$243.3K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	27,535	26,046	+1,489	+6%	$3.2M	$3.3M	+$86.5K	2026-11-02
Oppenheimer & Co Inc	DECREASED	26,355	28,173	-1,818	-6%	$3.4M	$3.1M	-$313.8K	2026-10-26
Integrity Alliance, Llc.	INCREASED	25,694	25,612	+82	+0%	$3.1M	$3.1M	-$79.1K	2026-10-29
Thrivent Financial for Lutherans	INCREASED	24,322	23,708	+614	+3%	$2.9M	$2.9M	-$9.0K	2026-11-05
Perryman Financial Advisory Inc	DECREASED	24,126	24,249	-123	-1%	$3.0M	$2.9M	-$98.7K	2026-10-16
Marks Group Wealth Management, Inc	UNCHANGED	23,892	23,892	0	0%	$2.9M	$2.8M	-$82.9K	2026-11-05
GC Wealth Management RIA, LLC	DECREASED	23,757	23,799	-42	0%	$2.9M	$2.8M	-$87.5K	2026-11-02
Breakwater Capital Group	DECREASED	23,108	24,147	-1,039	-4%	$3.0M	$2.7M	-$207.2K	2026-10-09
Beacon Financial Planning, Inc	DECREASED	22,845	24,028	-1,183	-5%	$2.9M	$2.7M	-$223.9K	2026-11-04
Wealthcare Advisory Partners LLC	DECREASED	22,285	22,434	-149	-1%	$2.7M	$2.6M	-$95.5K	2026-10-21
Ascentis Independent Advisors	NEW	20,897	—	+20,897	—	—	$2.5M	—	2026-11-03
Milestone Investment Advisors LLC	DECREASED	19,677	19,857	-180	-1%	$2.4M	$2.3M	-$90.3K	2026-11-05
Finward Bancorp	DECREASED	19,434	19,789	-355	-2%	$2.4M	$2.3M	-$110.9K	2026-10-14
TME Financial, Inc.	INCREASED	18,190	17,596	+594	+3%	$2.2M	$2.2M	+$9.5K	2026-10-14
Baron Financial Group, LLC	DECREASED	17,213	17,775	-562	-3%	$2.2M	$2.0M	-$128.5K	2026-10-09
Genesis Private Wealth, LLC	DECREASED	16,779	20,843	-4,064	-19%	$2.5M	$2.0M	-$555.2K	2026-11-02
Ring Mountain Capital, LLC	INCREASED	16,549	15,622	+927	+6%	$1.9M	$2.0M	+$55.9K	2026-10-13
Fifth Third Securities, Inc.	DECREASED	16,340	17,375	-1,035	-6%	$2.1M	$1.9M	-$183.3K	2026-10-21
Farther Finance Advisors, LLC	DECREASED	16,275	16,303	-28	0%	$2.0M	$1.9M	-$60.2K	2026-10-08
Visionary Wealth Advisors	INCREASED	15,963	15,546	+417	+3%	$1.9M	$1.9M	-$4.4K	2026-11-04
Redhawk Wealth Advisors, Inc.	DECREASED	14,876	15,984	-1,108	-7%	$2.0M	$1.8M	-$187.2K	2026-10-14
Brookstone Capital Management	INCREASED	13,464	11,937	+1,527	+13%	$1.5M	$1.6M	+$140.0K	2026-10-22
Spectrum Wealth Advisory Group, LLC	DECREASED	12,906	13,251	-345	-3%	$1.6M	$1.5M	-$86.9K	2026-10-29
NWF Advisory Services Inc.	INCREASED	12,470	12,459	+11	+0%	$1.5M	$1.5M	-$42.0K	2026-10-19
Planned Solutions, Inc.	UNCHANGED	11,658	11,658	0	0%	$1.4M	$1.4M	-$40.5K	2026-10-19
Integral Investment Advisors, Inc.	INCREASED	11,204	10,989	+215	+2%	$1.3M	$1.3M	-$12.6K	2026-11-03
Wealth Management Resources, Inc.	DECREASED	10,338	10,387	-49	0%	$1.3M	$1.2M	-$41.9K	2026-10-21
Whalen Wealth Management Inc.	INCREASED	9,136	9,114	+22	+0%	$1.1M	$1.1M	-$29.0K	2026-10-08
Latitude Advisors, LLC	DECREASED	9,028	9,417	-389	-4%	$1.2M	$1.1M	-$79.0K	2026-10-27
Investment Planning Advisors, Inc.	DECREASED	8,721	8,774	-53	-1%	$1.1M	$1.0M	-$36.7K	2026-10-14
Cornerstone Wealth Management, LLC	INCREASED	8,306	6,519	+1,787	+27%	$797.2K	$986.9K	+$189.7K	2026-11-04
Fairway Wealth LLC	INCREASED	8,234	8,233	+1	+0%	$1.0M	$978.3K	-$28.5K	2026-10-30
BridgePort Financial Solutions, LLC	DECREASED	7,872	8,395	-523	-6%	$1.0M	$935.3K	-$91.3K	2026-11-02
Centerpoint Advisory Group	DECREASED	7,338	7,388	-50	-1%	$903.5K	$871.9K	-$31.6K	2026-10-23
Avaii Wealth Management, LLC	DECREASED	7,045	7,193	-148	-2%	$879.7K	$840.9K	-$38.8K	2026-10-09
J.W. Cole Advisors, Inc.	DECREASED	6,766	7,612	-846	-11%	$930.9K	$803.9K	-$126.9K	2026-11-05
D'Orazio & Associates, Inc.	DECREASED	6,737	7,230	-493	-7%	$884.1K	$800.5K	-$83.7K	2026-11-04
Phraction Management LLC	UNCHANGED	6,710	6,710	0	0%	$820.6K	$797.3K	-$23.3K	2026-10-14
Walled Lake Planning & Wealth Management, LLC	INCREASED	6,561	6,250	+311	+5%	$764.3K	$779.6K	+$15.3K	2026-10-29
Jacobi Capital Management LLC	UNCHANGED	6,318	6,318	0	0%	$772.6K	$750.7K	-$21.9K	2026-11-05
Koshinski Asset Management, Inc.	UNCHANGED	5,854	5,854	0	0%	$715.9K	$695.5K	-$20.3K	2026-10-29
US Bancorp \de\	UNCHANGED	5,788	5,788	0	0%	$707.8K	$687.7K	-$20.1K	2026-11-05
WBH Advisory Inc	DECREASED	5,436	7,023	-1,587	-23%	$858.8K	$645.9K	-$212.9K	2026-11-05
Bank of New Hampshire	UNCHANGED	4,745	4,745	0	0%	$580.3K	$563.8K	-$16.5K	2026-10-06
PFG Advisors	UNCHANGED	4,715	4,715	0	0%	$576.6K	$560.3K	-$16.3K	2026-10-16
Csenge Advisory Group	DECREASED	4,670	4,772	-102	-2%	$583.6K	$554.9K	-$28.7K	2026-11-04
Bison Wealth, LLC	DECREASED	4,612	4,742	-130	-3%	$591.6K	$564.3K	-$27.3K	2026-10-13
Vise Technologies, Inc.	DECREASED	4,419	5,266	-847	-16%	$643.9K	$525.1K	-$118.8K	2026-10-29
Whipplewood Advisors, LLC	DECREASED	4,402	4,412	-10	0%	$539.5K	$523.0K	-$16.5K	2026-10-20
Clark Asset Management, LLC	UNCHANGED	4,259	4,259	0	0%	$520.8K	$506.1K	-$14.8K	2026-10-19
Signature Estate & Investment Advisors LLC	DECREASED	4,243	4,493	-250	-6%	$549.5K	$504.1K	-$45.3K	2026-10-13
Lido Advisors, LLC	UNCHANGED	4,207	4,207	0	0%	$514.5K	$499.9K	-$14.6K	2026-11-04
International Assets Investment Management, LLC	DECREASED	3,965	4,270	-305	-7%	$527.1K	$472.9K	-$54.1K	2026-11-02
High Note Wealth, LLC	DECREASED	3,938	4,325	-387	-9%	$528.9K	$467.9K	-$61.0K	2026-10-27
Investors Research Corp	DECREASED	3,889	4,419	-530	-12%	$540.4K	$462.1K	-$78.3K	2026-10-07
Glass Jacobson Investment Advisors llc	DECREASED	3,812	4,807	-995	-21%	$587.9K	$452.9K	-$135.0K	2026-10-26
Venture Visionary Partners LLC	UNCHANGED	3,575	3,575	0	0%	$437.2K	$424.8K	-$12.4K	2026-10-07
Seven Mile Advisory	UNCHANGED	3,544	3,544	0	0%	$433.4K	$421.1K	-$12.3K	2026-10-22
Redwood Family Wealth LLC	UNCHANGED	3,472	3,472	0	0%	$424.6K	$412.5K	-$12.0K	2026-10-20
Fairscale Capital, LLC	DECREASED	3,417	3,461	-44	-1%	$423.2K	$419.4K	-$3.8K	2026-11-04
Opulen Financial Group LLC	INCREASED	3,369	3,366	+3	+0%	$411.7K	$400.4K	-$11.3K	2026-10-22
Asset One Wealth Management LLC	NEW	3,322	—	+3,322	—	—	$394.7K	—	2026-11-02
Verum Partners LLC	INCREASED	3,074	3,072	+2	+0%	$375.6K	$365.3K	-$10.3K	2026-10-21
Prospera Financial Services Inc	DECREASED	2,972	2,996	-24	-1%	$366.4K	$364.9K	-$1.5K	2026-11-04
Obermeyer Wealth Partners	INCREASED	2,971	2,970	+1	+0%	$363.1K	$353.0K	-$10.1K	2026-10-21
Sagespring Wealth Partners, LLC	DECREASED	2,916	3,463	-547	-16%	$423.5K	$346.4K	-$77.0K	2026-10-22
Concurrent Investment Advisors, LLC	DECREASED	2,798	3,013	-215	-7%	$368.4K	$332.4K	-$36.0K	2026-10-16
Indivisible Partners	NEW	2,745	—	+2,745	—	—	$326.2K	—	2026-10-26
Rossby Financial, LCC	DECREASED	2,744	2,759	-15	-1%	$337.4K	$326.0K	-$11.4K	2026-11-05
Independence Bank of Kentucky	UNCHANGED	2,700	2,700	0	0%	$330.2K	$320.8K	-$9.4K	2026-10-26
Summit Financial Consulting LLC	DECREASED	2,542	2,673	-131	-5%	$326.9K	$302.1K	-$24.8K	2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	UNCHANGED	2,505	2,505	0	0%	$306.3K	$297.6K	-$8.7K	2026-10-27
Grimes & Co Wealth Management, LLC	DECREASED	2,497	2,541	-44	-2%	$310.7K	$296.7K	-$14.0K	2026-10-29
Summit Wealth Group LLC / Co	NEW	2,475	—	+2,475	—	—	$294.1K	—	2026-10-29
Puff Wealth Management, LLC	DECREASED	2,463	2,820	-357	-13%	$344.9K	$292.6K	-$52.3K	2026-10-07
First Heartland Consultants, Inc.	UNCHANGED	2,453	2,453	0	0%	$300.0K	$291.5K	-$8.5K	2026-10-08
Sard Wealth Management Group, LLC	INCREASED	2,361	2,359	+2	+0%	$288.5K	$280.6K	-$7.9K	2026-10-16
Cap Partners, LLC	DECREASED	2,336	2,347	-11	0%	$287.1K	$277.5K	-$9.5K	2026-10-19
IFP Advisors, Inc	DECREASED	2,308	2,646	-338	-13%	$323.6K	$274.2K	-$49.3K	2026-10-16
Tactive Advisors, LLC	INCREASED	2,306	2,217	+89	+4%	$271.1K	$274.0K	+$3.0K	2026-10-08
StoneX Group Inc.	DECREASED	2,192	3,842	-1,650	-43%	$464.1K	$274.8K	-$189.3K	2026-11-03
Trilogy Capital Inc.	DECREASED	2,188	2,192	-4	0%	$268.1K	$260.0K	-$8.1K	2026-10-20
Larson Financial Group LLC	UNCHANGED	2,148	2,148	0	0%	$262.6K	$255.2K	-$7.5K	2026-11-05
Herold Advisors, Inc.	UNCHANGED	2,071	2,071	0	0%	$253.0K	$246.1K	-$6.9K	2026-10-19
Wagner Wealth Management, LLC	DECREASED	1,978	2,022	-44	-2%	$247.2K	$235.1K	-$12.1K	2026-10-21
Foronjy Financial LLC	DECREASED	1,929	2,575	-646	-25%	$314.9K	$229.2K	-$85.7K	2026-10-14
Santori & Peters, Inc.	DECREASED	1,897	3,121	-1,224	-39%	$381.7K	$225.4K	-$156.3K	2026-10-26
West Branch Capital LLC	DECREASED	1,811	2,055	-244	-12%	$251.3K	$215.2K	-$36.1K	2026-10-20
Opal Wealth Advisors, LLC	DECREASED	1,745	2,018	-273	-14%	$246.8K	$207.3K	-$39.4K	2026-10-16
Parkway Wealth Management Group, LLC	UNCHANGED	1,685	1,685	0	0%	$206.1K	$200.2K	-$5.8K	2026-10-20
Princeton Global Asset Management LLC	UNCHANGED	1,629	1,629	0	0%	$199.2K	$193.6K	-$5.7K	2026-10-21
Bayban	UNCHANGED	1,500	1,500	0	0%	$183.4K	$183.4K	$0	2026-11-05
Financial Network Wealth Advisors LLC	UNCHANGED	928	928	0	0%	$113.5K	$110.3K	-$3.2K	2026-10-28
Archer Investment Corp	UNCHANGED	758	758	0	0%	$92.7K	$90.1K	-$2.6K	2026-11-05
Elevated Capital Advisors, LLC	UNCHANGED	683	683	0	0%	$83.5K	$81.2K	-$2.4K	2026-11-04
Creative Financial Designs Inc	INCREASED	481	339	+142	+42%	$41.5K	$57.1K	+$15.6K	2026-11-04
GGM Financial LLC	INCREASED	455	454	+1	+0%	$55.6K	$54.1K	-$1.5K	2026-11-05
NBZ Investment Advisors LLC	DECREASED	417	511	-94	-18%	$62.5K	$49.5K	-$13.0K	2026-10-30
Private Trust Co NA	UNCHANGED	400	400	0	0%	$48.9K	$47.5K	-$1.4K	2026-10-20
EverSource Wealth Advisors, LLC	UNCHANGED	375	375	0	0%	$45.9K	$44.6K	-$1.3K	2026-11-04
Pinnacle Bancorp, Inc.	INCREASED	315	314	+1	+0%	$38.4K	$37.4K	-$1.1K	2026-10-21
Root Financial Partners, LLC	NEW	274	—	+274	—	—	$32.6K	—	2026-10-21
Gamma Investing LLC	UNCHANGED	237	237	0	0%	$29.0K	$28.2K	-$823	2026-10-08
Kozak & Associates, Inc.	UNCHANGED	229	229	0	0%	$28.3K	$28.0K	-$312	2026-10-29
Harbor Asset Planning, Inc.	INCREASED	218	217	+1	+0%	$26.6K	$25.9K	-$731	2026-10-23
Assetmark, Inc	UNCHANGED	203	203	0	0%	$24.8K	$24.1K	-$705	2026-10-21
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	180	180	0	0%	$22.0K	$21.4K	-$625	2026-10-15
Armstrong Advisory Group, Inc	DECREASED	169	369	-200	-54%	$45.2K	$20.1K	-$25.1K	2026-10-09
Hazlett, Burt & Watson, Inc.	NEW	151	—	+151	—	—	$18.0K	—	2026-11-04
Evermay Wealth Management LLC	UNCHANGED	140	140	0	0%	$17.1K	$16.6K	-$486	2026-11-05
Biltmore Family Office, LLC	UNCHANGED	136	136	0	0%	$16.6K	$16.2K	-$471	2026-11-03
Provenance Wealth Advisors, LLC	NEW	131	—	+131	—	—	$15.6K	—	2026-10-30
Hilton Head Capital Partners, LLC	UNCHANGED	118	118	0	0%	$14.4K	$14.0K	-$409	2026-10-23
Next Level Wealth Planning, LLC	NEW	116	—	+116	—	—	$13.8K	—	2026-10-29
CoreCap Advisors, LLC	DECREASED	107	281	-174	-62%	$34.4K	$12.7K	-$21.6K	2026-10-08
Davis Capital Management	UNCHANGED	104	104	0	0%	$12.7K	$12.4K	-$350	2026-10-08
Southern Michigan Bank & Trust	UNCHANGED	100	100	0	0%	$12.2K	$11.9K	-$347	2026-10-19
Evolution Wealth Management Inc.	UNCHANGED	54	54	0	0%	$6.6K	$6.4K	-$188	2026-10-28
Parallel Advisors, LLC	NEW	50	—	+50	—	—	$5.9K	—	2026-11-03
Compass Financial Management LLC	DECREASED	43	80	-37	-46%	$9.9K	$5.1K	-$4.8K	2026-10-30
Dhjj Financial Advisors, Ltd.	UNCHANGED	38	38	0	0%	$4.6K	$4.5K	-$132	2026-10-23
Silver Grove Financial Group, Inc.	UNCHANGED	36	36	0	0%	$4.5K	$4.3K	-$123	2026-11-05
Rydar Equities, Inc.	NEW	28	—	+28	—	—	$3.4K	—	2026-10-13
Contravisory Investment Management, Inc.	UNCHANGED	25	25	0	0%	$3.1K	$3.0K	-$86	2026-10-13
Vima LLC	UNCHANGED	22	22	0	0%	$2.7K	$2.6K	-$76	2026-10-23
MTM Investment Management, LLC	UNCHANGED	12	12	0	0%	$1.5K	$1.4K	-$41	2026-10-30
North Star Investment Management Corp.	UNCHANGED	5	5	0	0%	$611	$594	-$17	2026-10-27
AlphaCore Capital LLC	UNCHANGED	4	4	0	0%	$489	$475	-$14	2026-11-04
Citigroup Inc	NEW	1	—	+1	—	—	$119	—	2026-11-04
Capital Investment Advisory Services, LLC	UNCHANGED	1	1	0	0%	$106	$103	-$3	2026-10-30
Networth Advisors, LLC	NEW	0	—	0	—	—	$39	—	2026-11-03
Alhambra Investment Management LLC	CLOSED	0	46,553	-46,553	-100%	$5.7M	$0	-$5.7M	2026-10-15
Avestar Capital, LLC	CLOSED	0	2,909	-2,909	-100%	$355.8K	$0	-$355.8K	2026-10-28
Axxcess Wealth Management, LLC	CLOSED	0	2,380	-2,380	-100%	$291.0K	$0	-$291.0K	2026-10-21
ATX Financial Planning, LLC	CLOSED	0	2,158	-2,158	-100%	$264.0K	$0	-$264.0K	2026-10-14
BankPlus Wealth Management LLC	CLOSED	0	1,917	-1,917	-100%	$234.5K	$0	-$234.5K	2026-10-13
Activest Wealth Management	CLOSED	0	108	-108	-100%	$13.2K	$0	-$13.2K	2026-10-15
MCF Advisors LLC	CLOSED	0	82	-82	-100%	$10.0K	$0	-$10.0K	2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	25	-25	-100%	$3.1K	$0	-$3.1K	2026-10-14
Morgan Stanley	N/A	—	1,717,281	-1,717,281	-100%	$210.0M	—	—	—
LPL Financial LLC	N/A	—	1,063,264	-1,063,264	-100%	$130.0M	—	—	—
Raymond James Financial Inc	N/A	—	667,457	-667,457	-100%	$81.6M	—	—	—
Bank of America Corp	N/A	—	648,368	-648,368	-100%	$79.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	258,031	-258,031	-100%	$31.6M	—	—	—
Campbell Deegan Wealth Management, LLC	N/A	—	197,674	-197,674	-100%	$24.2M	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	162,594	-162,594	-100%	$19.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	151,554	-151,554	-100%	$18.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	143,288	-143,288	-100%	$17.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	137,369	-137,369	-100%	$16.8M	—	—	—
UBS Group AG	N/A	—	125,287	-125,287	-100%	$15.3M	—	—	—
Royal Bank of Canada	N/A	—	120,801	-120,801	-100%	$14.8M	—	—	—
Wescap Management Group, Inc.	N/A	—	113,777	-113,777	-100%	$13.9M	—	—	—
Cetera Investment Advisers	N/A	—	110,737	-110,737	-100%	$13.5M	—	—	—
Modern Wealth Management, LLC	N/A	—	109,204	-109,204	-100%	$13.4M	—	—	—
Wells Fargo & Company	N/A	—	100,981	-100,981	-100%	$12.3M	—	—	—
Cedar Wealth Management, LLC	N/A	—	100,836	-100,836	-100%	$12.3M	—	—	—
Silicon Valley Capital Partners	N/A	—	94,799	-94,799	-100%	$11.6M	—	—	—
HighTower Advisors, LLC	N/A	—	91,986	-91,986	-100%	$11.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	78,871	-78,871	-100%	$9.6M	—	—	—
Global Retirement Partners, LLC	N/A	—	70,945	-70,945	-100%	$8.7M	—	—	—
Private Advisor Group, LLC	N/A	—	60,700	-60,700	-100%	$7.4M	—	—	—
&partners	N/A	—	59,415	-59,415	-100%	$7.3M	—	—	—
Mariner, LLC	N/A	—	56,322	-56,322	-100%	$6.9M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	47,195	-47,195	-100%	$5.8M	—	—	—
Cerity Partners LLC	N/A	—	40,051	-40,051	-100%	$4.9M	—	—	—
BNP Paribas Financial Markets	N/A	—	38,917	-38,917	-100%	$4.8M	—	—	—
Allworth Financial LP	N/A	—	37,603	-37,603	-100%	$4.6M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	36,709	-36,709	-100%	$4.5M	—	—	—
JPMorgan Chase & Co	N/A	—	36,642	-36,642	-100%	$4.5M	—	—	—
MML Investors Services, LLC	N/A	—	36,489	-36,489	-100%	$4.5M	—	—	—
Pathstone Holdings, LLC	N/A	—	35,915	-35,915	-100%	$4.4M	—	—	—
Ameriprise Financial Inc	N/A	—	35,496	-35,496	-100%	$4.3M	—	—	—
Marble Wealth, LLC	N/A	—	33,955	-33,955	-100%	$4.2M	—	—	—
Citadel Advisors LLC	N/A	—	31,892	-31,892	-100%	$3.9M	—	—	—
Cozad Asset Management Inc	N/A	—	27,909	-27,909	-100%	$3.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	27,790	-27,790	-100%	$3.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	27,500	-27,500	-100%	$3.4M	—	—	—
Equitable Holdings, Inc.	N/A	—	26,392	-26,392	-100%	$3.2M	—	—	—
Two Sigma Investments, LP	N/A	—	26,099	-26,099	-100%	$3.2M	—	—	—
Nwam LLC	N/A	—	26,069	-26,069	-100%	$3.2M	—	—	—
Pine Harbor Wealth Management, LLC	N/A	—	23,646	-23,646	-100%	$2.9M	—	—	—
Kovack Advisors, Inc.	N/A	—	23,432	-23,432	-100%	$2.9M	—	—	—
Bluespring Wealth Management, LLC	N/A	—	20,960	-20,960	-100%	$2.6M	—	—	—
Arkadios Wealth Advisors	N/A	—	19,921	-19,921	-100%	$2.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	18,481	-18,481	-100%	$2.3M	—	—	—
Transcend Capital Advisors, LLC	N/A	—	17,896	-17,896	-100%	$2.2M	—	—	—
World Investment Advisors	N/A	—	17,362	-17,362	-100%	$1.9M	—	—	—
Hilltop Holdings Inc.	N/A	—	17,253	-17,253	-100%	$2.1M	—	—	—
HighPoint Advisor Group LLC	N/A	—	14,926	-14,926	-100%	$1.8M	—	—	—
Quantinno Capital Management LP	N/A	—	14,167	-14,167	-100%	$1.7M	—	—	—
Edmond de Rothschild Holding S.A.	N/A	—	13,880	-13,880	-100%	$1.7M	—	—	—
CSM Advisors, LLC	N/A	—	13,500	-13,500	-100%	$1.7M	—	—	—
Jump Financial, LLC	N/A	—	13,275	-13,275	-100%	$1.6M	—	—	—
Waverly Advisors, LLC	N/A	—	12,503	-12,503	-100%	$1.5M	—	—	—
Inspire Advisors, LLC	N/A	—	12,422	-12,422	-100%	$1.5M	—	—	—
Financial Alternatives, Inc	N/A	—	12,301	-12,301	-100%	$1.5M	—	—	—
WealthTrak Capital Management LLC	N/A	—	11,612	-11,612	-100%	$1.4M	—	—	—
Brown Advisory Inc	N/A	—	11,417	-11,417	-100%	$1.4M	—	—	—
Clearstead Advisors, LLC	N/A	—	11,175	-11,175	-100%	$1.4M	—	—	—
Harbour Investments, Inc.	N/A	—	10,989	-10,989	-100%	$1.3M	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	10,593	-10,593	-100%	$1.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	10,456	-10,456	-100%	$1.3M	—	—	—
FMR LLC	N/A	—	10,189	-10,189	-100%	$1.2M	—	—	—
Geneos Wealth Management Inc.	N/A	—	9,571	-9,571	-100%	$1.2M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	9,116	-9,116	-100%	$1.1M	—	—	—
Advisory Services Network, LLC	N/A	—	8,820	-8,820	-100%	$1.1M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	8,819	-8,819	-100%	$1.1M	—	—	—
OneAscent Financial Services LLC	N/A	—	8,721	-8,721	-100%	$1.1M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	8,336	-8,336	-100%	$1.0M	—	—	—
Mutual Advisors, LLC	N/A	—	8,036	-8,036	-100%	$982.7K	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	7,663	-7,663	-100%	$937.0K	—	—	—
Retirement Planning Group, LLC / NY	N/A	—	7,294	-7,294	-100%	$892.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	7,018	-7,018	-100%	$858.3K	—	—	—
Belpointe Asset Management LLC	N/A	—	6,709	-6,709	-100%	$820.5K	—	—	—
Northern Trust Corp	N/A	—	6,459	-6,459	-100%	$789.9K	—	—	—
Snowden Capital Advisors LLC	N/A	—	6,264	-6,264	-100%	$766.0K	—	—	—
Schrum Private Wealth Management LLC	N/A	—	6,241	-6,241	-100%	$641.5K	—	—	—
Prasad Wealth Partners, LLC	N/A	—	6,050	-6,050	-100%	$739.8K	—	—	—
HRT Financial LP	N/A	—	6,024	-6,024	-100%	$736.0K	—	—	—
GTS Securities LLC	N/A	—	5,980	-5,980	-100%	$731.3K	—	—	—
Quantum Portfolio Management LLC	N/A	—	5,826	-5,826	-100%	$712.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,486	-5,486	-100%	$670.9K	—	—	—
Arax Advisory Partners	N/A	—	5,300	-5,300	-100%	$648.1K	—	—	—
Stifel Financial Corp	N/A	—	5,099	-5,099	-100%	$623.4K	—	—	—
TAGStone Capital, Inc.	N/A	—	5,039	-5,039	-100%	$616.3K	—	—	—
Money Concepts Capital Corp	N/A	—	4,949	-4,949	-100%	$605.2K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	4,851	-4,851	-100%	$593.2K	—	—	—
Investor's Fiduciary Advisor Network, LLC	N/A	—	4,840	-4,840	-100%	$591.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,762	-4,762	-100%	$582.3K	—	—	—
CreativeOne Wealth, LLC	N/A	—	4,428	-4,428	-100%	$541.5K	—	—	—
AQR Capital Management LLC	N/A	—	4,386	-4,386	-100%	$536.4K	—	—	—
XTX Topco Ltd	N/A	—	4,305	-4,305	-100%	$526.5K	—	—	—
Hobbs Group Advisors, LLC	N/A	—	4,254	-4,254	-100%	$520.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	4,140	-4,140	-100%	$506.2K	—	—	—
Trustmark Bank Trust Department	N/A	—	4,000	-4,000	-100%	$489.2K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	3,914	-3,914	-100%	$478.7K	—	—	—
Summit Financial, LLC	N/A	—	3,896	-3,896	-100%	$476.4K	—	—	—
Index Technologies Group LLC	N/A	—	3,789	-3,789	-100%	$463.4K	—	—	—
Sankala Group LLC	N/A	—	3,733	-3,733	-100%	$476.9K	—	—	—
Hershey Financial Advisers, LLC	N/A	—	3,631	-3,631	-100%	$444.0K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	3,582	-3,582	-100%	$438.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,407	-3,407	-100%	$416.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,270	-3,270	-100%	$399.9K	—	—	—
Leavell Investment Management, Inc.	N/A	—	3,260	-3,260	-100%	$398.7K	—	—	—
Commerce Bank	N/A	—	3,230	-3,230	-100%	$395.0K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	3,150	-3,150	-100%	$385.2K	—	—	—
Summit Wealth Partners, LLC	N/A	—	2,955	-2,955	-100%	$361.4K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	2,726	-2,726	-100%	$333.4K	—	—	—
Liberty Square Wealth Partners LLC	N/A	—	2,645	-2,645	-100%	$323.5K	—	—	—
MAI Capital Management	N/A	—	2,609	-2,609	-100%	$319.1K	—	—	—
NorthRock Partners, LLC	N/A	—	2,561	-2,561	-100%	$313.2K	—	—	—
Huntington National Bank	N/A	—	2,545	-2,545	-100%	$311.2K	—	—	—
Bawa N Mallick Trust	N/A	—	2,500	-2,500	-100%	$305.7K	—	—	—
Clearwater Capital Advisors, LLC	N/A	—	2,464	-2,464	-100%	$301.3K	—	—	—
Darwin Wealth Management, LLC	N/A	—	2,379	-2,379	-100%	$291.0K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	2,286	-2,286	-100%	$831.9K	—	—	—
Wharton Business Group, LLC	N/A	—	2,230	-2,230	-100%	$272.7K	—	—	—
CVA Family Office, LLC	N/A	—	2,175	-2,175	-100%	$265.9K	—	—	—
Uniting Wealth Partners, LLC	N/A	—	2,021	-2,021	-100%	$247.1K	—	—	—
Fiduciary Trust Co	N/A	—	1,952	-1,952	-100%	$238.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,944	-1,944	-100%	$237.7K	—	—	—
Level Four Advisory Services, LLC	N/A	—	1,939	-1,939	-100%	$237.2K	—	—	—
Shepherd Kaplan Krochuk, LLC	N/A	—	1,797	-1,797	-100%	$219.8K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	1,679	-1,679	-100%	$205.4K	—	—	—
Rothschild Investment LLC	N/A	—	1,396	-1,396	-100%	$170.7K	—	—	—
Liberty One Investment Management, LLC	N/A	—	1,208	-1,208	-100%	$147.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,120	-1,120	-100%	$137.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,111	-1,111	-100%	$135.9K	—	—	—
Continuum Advisory, LLC	N/A	—	886	-886	-100%	$108.3K	—	—	—
BFC Planning, Inc.	N/A	—	879	-879	-100%	$107.5K	—	—	—
National Bank of Canada	N/A	—	830	-830	-100%	$101.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	829	-829	-100%	$101.4K	—	—	—
Capital Analysts, LLC	N/A	—	820	-820	-100%	$100.0K	—	—	—
Bank of Montreal	N/A	—	791	-791	-100%	$96.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	776	-776	-100%	$94.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	498	-498	-100%	$61.0K	—	—	—
IAG Wealth Partners, LLC	N/A	—	407	-407	-100%	$49.8K	—	—	—
IFG Advisory, LLC	N/A	—	378	-378	-100%	$46.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	360	-360	-100%	$44.0K	—	—	—
BlackRock, Inc.	N/A	—	295	-295	-100%	$36.1K	—	—	—
Dunhill Financial, LLC	N/A	—	284	-284	-100%	$34.7K	—	—	—
AE Wealth Management LLC	N/A	—	271	-271	-100%	$33.1K	—	—	—
Copia Wealth Management	N/A	—	155	-155	-100%	$19.0K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	129	-129	-100%	$15.8K	—	—	—
Vanguard Advisers Inc	N/A	—	110	-110	-100%	$13.5K	—	—	—
Park Place Capital Corp	N/A	—	109	-109	-100%	$13.3K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	101	-101	-100%	$12.3K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	100	-100	-100%	$12.2K	—	—	—
Tidemark, LLC	N/A	—	83	-83	-100%	$10.2K	—	—	—
TD Capital Management LLC	N/A	—	79	-79	-100%	$9.6K	—	—	—
Franklin Resources Inc	N/A	—	60	-60	-100%	$7.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	43	-43	-100%	$5.3K	—	—	—
Richard W. Paul & Associates, LLC	N/A	—	23	-23	-100%	$2.8K	—	—	—
Evolution Advisers, Inc.	N/A	—	18	-18	-100%	$2	—	—	—
Financial Gravity Companies, Inc.	N/A	—	5	-5	-100%	$611	—	—	—

Showing 318 of 318 institutions