Invesco Large Cap Value ETF (PWV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares2,456,844 from 2,270,178

Change+186,666 (+8%)

Value$187.5M (+$15.4M)

Filed 2026-11-06

PNC Financial Services Group, Inc.

DECREASED

Shares482,286 from 492,625

Change-10,339 (-2%)

Value$36.8M (-$527.8K)

Filed 2026-11-06

IAG Wealth Partners, LLC

DECREASED

Shares317,926 from 330,061

Change-12,135 (-4%)

Value$24.3M (-$750.9K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares271,275 from 287,183

Change-15,908 (-6%)

Value$20.7M (-$1.1M)

Filed 2026-11-02

Atlas Private Wealth Advisors

DECREASED

Shares246,034 from 246,888

Change-854 (0%)

Value$18.8M (+$65.7K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares190,448 from 161,023

Change+29,425 (+18%)

Value$14.5M (+$2.3M)

Filed 2026-11-02

Cullen T Bankers, Inc.

DECREASED

Shares160,664 from 161,665

Change-1,001 (-1%)

Value$12.3M (+$9.3K)

Filed 2026-10-28

Concurrent Investment Advisors, LLC

INCREASED

Shares130,165 from 5,937

Change+124,228 (+2092%)

Value$9.9M (+$9.5M)

Filed 2026-10-16

Ullmann Wealth Partners Group, LLC

DECREASED

Shares102,874 from 103,489

Change-615 (-1%)

Value$7.8M (+$8.0K)

Filed 2026-11-02

Stonebridge Financial Group, LLC

DECREASED

Shares100,095 from 101,373

Change-1,278 (-1%)

Value$7.6M (-$43.8K)

Filed 2026-10-01

Avaii Wealth Management, LLC

NEW

Shares89,491

Change+89,491

Value$6.9M

Filed 2026-10-09

Capstone Wealth Management Group, LLC

INCREASED

Shares63,837 from 63,358

Change+479 (+1%)

Value$4.2M (-$637.8K)

Filed 2026-11-05

Rose Capital Advisors LLC

DECREASED

Shares58,622 from 60,314

Change-1,692 (-3%)

Value$4.5M (-$97.1K)

Filed 2026-11-04

AGH Wealth Advisors, LLC

DECREASED

Shares51,815 from 54,415

Change-2,600 (-5%)

Value$4.0M (-$169.5K)

Filed 2026-10-26

Cooksen Wealth, LLC

DECREASED

Shares50,894 from 51,511

Change-617 (-1%)

Value$3.9M (+$42.8K)

Filed 2026-10-13

Citigroup Inc

INCREASED

Shares47,244 from 41,832

Change+5,412 (+13%)

Value$3.6M (+$435.1K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares44,658 from 49,624

Change-4,966 (-10%)

Value$3.4M (-$352.6K)

Filed 2026-10-08

Firestone Capital Management

DECREASED

Shares37,233 from 37,363

Change-130 (0%)

Value$2.8M (+$9.9K)

Filed 2026-11-03

Parallel Advisors, LLC

UNCHANGED

Shares35,605 from 35,605

Change0 (0%)

Value$2.7M (+$18.9K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares29,695 from 28,734

Change+961 (+3%)

Value$2.3M (+$89.0K)

Filed 2026-11-02

Basso Capital Management, L.P.

NEW

Shares29,601

Change+29,601

Value$2.3M

Filed 2026-10-30

Solutions 4 Wealth, Ltd

INCREASED

Shares28,393 from 23,299

Change+5,094 (+22%)

Value$2.2M (+$401.0K)

Filed 2026-11-03

Spire Wealth Management

INCREASED

Shares28,053 from 27,846

Change+207 (+1%)

Value$2.1M (+$30.6K)

Filed 2026-10-30

Evolution Advisers, Inc.

UNCHANGED

Shares23,796 from 23,796

Change0 (0%)

Value$1.9M (+$68.6K)

Filed 2026-11-06

Cornell Pochily Investment Advisors, Inc.

NEW

Shares23,382

Change+23,382

Value$1.8M

Filed 2026-10-19

Willner & Heller, LLC

DECREASED

Shares22,232 from 22,289

Change-57 (0%)

Value$1.7M (+$7.5K)

Filed 2026-10-28

Creative Planning

INCREASED

Shares20,921 from 18,520

Change+2,401 (+13%)

Value$1.6M (+$193.0K)

Filed 2026-11-02

Partners Wealth Management, LLC

NEW

Shares19,926

Change+19,926

Value$1.5M

Filed 2026-10-28

CPC Advisors, LLC

UNCHANGED

Shares16,858 from 16,858

Change0 (0%)

Value$1.3M (+$8.9K)

Filed 2026-10-21

Prospera Financial Services Inc

INCREASED

Shares16,854 from 5,746

Change+11,108 (+193%)

Value$1.4M (+$927.1K)

Filed 2026-11-04

71 West Capital Partners

UNCHANGED

Shares15,369 from 15,369

Change0 (0%)

Value$1.2M (+$8.1K)

Filed 2026-11-04

Schuylkill Financial LLC

NEW

Shares15,135

Change+15,135

Value$1.2M

Filed 2026-10-21

Financial Solutions Advisory Group, Inc.

UNCHANGED

Shares14,490 from 14,490

Change0 (0%)

Value$1.2M (+$28.4K)

Filed 2026-10-28

Fifth Third Bancorp

INCREASED

Shares14,083 from 13,162

Change+921 (+7%)

Value$1.1M (+$77.2K)

Filed 2026-11-05

Paragon Private Wealth Management, LLC

DECREASED

Shares13,499 from 14,265

Change-766 (-5%)

Value$1.0M (-$50.9K)

Filed 2026-10-20

Jnba Financial Advisors

INCREASED

Shares13,382 from 13,332

Change+50 (+0%)

Value$1.0M (+$10.9K)

Filed 2026-11-03

Institute for Wealth Management, Llc.

UNCHANGED

Shares13,152 from 13,152

Change0 (0%)

Value$1.0M (+$7.0K)

Filed 2026-11-06

Howard Wealth Management, LLC

UNCHANGED

Shares12,872 from 12,872

Change0 (0%)

Value$982.1K (+$6.8K)

Filed 2026-10-28

Condor Capital Management

DECREASED

Shares12,642 from 12,672

Change-30 (0%)

Value$964.6K (+$4.4K)

Filed 2026-11-06

Cornerstone Wealth Management, LLC

UNCHANGED

Shares11,799 from 11,799

Change0 (0%)

Value$900.3K (+$6.3K)

Filed 2026-11-04

Lido Advisors, LLC

INCREASED

Shares11,205 from 11,199

Change+6 (+0%)

Value$855.0K (+$6.4K)

Filed 2026-11-04

MSH Capital Advisors LLC

UNCHANGED

Shares10,387 from 10,387

Change0 (0%)

Value$792.5K (+$5.5K)

Filed 2026-11-03

Retirement Investment Advisors, Inc.

UNCHANGED

Shares10,368 from 10,368

Change0 (0%)

Value$791.1K (-$23.3K)

Filed 2026-10-22

Armbruster Capital Management, Inc.

UNCHANGED

Shares10,117 from 10,117

Change0 (0%)

Value$771.9K (+$5.4K)

Filed 2026-10-19

Oppenheimer & Co Inc

INCREASED

Shares9,951 from 9,545

Change+406 (+4%)

Value$759.3K (+$36.0K)

Filed 2026-10-26

SimpliFi, Inc.

INCREASED

Shares9,896 from 9,853

Change+43 (+0%)

Value$755.1K (+$8.5K)

Filed 2026-10-28

Caldwell Trust Co

NEW

Shares9,590

Change+9,590

Value$731.7K

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares9,367 from 3,712

Change+5,655 (+152%)

Value$731.5K (+$442.2K)

Filed 2026-10-13

Harmony Asset Management LLC

INCREASED

Shares9,042 from 8,610

Change+432 (+5%)

Value$689.9K (+$37.5K)

Filed 2026-10-20

Clearstead Advisors, LLC

INCREASED

Shares8,181 from 8,172

Change+9 (+0%)

Value$624.2K (+$5.0K)

Filed 2026-11-06

Stonebridge Wealth Management, LLC

INCREASED

Shares7,671 from 7,606

Change+65 (+1%)

Value$585.3K (+$9.0K)

Filed 2026-10-09

RDA Financial Network

INCREASED

Shares7,125 from 6,800

Change+325 (+5%)

Value$543.6K (+$28.4K)

Filed 2026-10-15

First Heartland Consultants, Inc.

DECREASED

Shares6,596 from 7,280

Change-684 (-9%)

Value$503.3K (-$48.3K)

Filed 2026-10-08

Tctc Holdings, LLC

UNCHANGED

Shares6,547 from 6,547

Change0 (0%)

Value$499.5K (+$3.5K)

Filed 2026-11-02

MCF Advisors LLC

UNCHANGED

Shares6,500 from 6,500

Change0 (0%)

Value$496.0K (+$3.4K)

Filed 2026-10-28

Wedmont Private Capital

UNCHANGED

Shares6,223 from 6,223

Change0 (0%)

Value$486.0K (+$1.1K)

Filed 2026-10-09

Atria Investments, Inc

DECREASED

Shares6,141 from 6,825

Change-684 (-10%)

Value$468.6K (-$48.6K)

Filed 2026-10-15

Rockwood Wealth Management, LLC

UNCHANGED

Shares6,049 from 6,049

Change0 (0%)

Value$461.6K (+$3.2K)

Filed 2026-10-27

Parker Financial LLC

UNCHANGED

Shares5,917 from 5,917

Change0 (0%)

Value$451.5K (+$3.1K)

Filed 2026-11-05

Creative Financial Designs Inc

NEW

Shares5,916

Change+5,916

Value$451.4K

Filed 2026-11-04

Earned Wealth Advisors, LLC

UNCHANGED

Shares5,825 from 5,825

Change0 (0%)

Value$444.4K (+$3.1K)

Filed 2026-11-06

Financial Perspectives, Inc

INCREASED

Shares5,472 from 5,461

Change+11 (+0%)

Value$417.5K (+$3.8K)

Filed 2026-11-03

Greenleaf Trust

UNCHANGED

Shares5,388 from 5,388

Change0 (0%)

Value$411.1K (+$2.9K)

Filed 2026-10-29

SeaCrest Wealth Management, LLC

INCREASED

Shares5,271 from 4,617

Change+654 (+14%)

Value$402.2K (+$52.3K)

Filed 2026-10-21

Truist Financial Corp

UNCHANGED

Shares5,082 from 5,082

Change0 (0%)

Value$387.8K (+$2.7K)

Filed 2026-10-30

J.W. Cole Advisors, Inc.

DECREASED

Shares4,884 from 5,077

Change-193 (-4%)

Value$372.7K (-$12.0K)

Filed 2026-11-05

Hegarty Advisors, LLC

DECREASED

Shares4,882 from 5,448

Change-566 (-10%)

Value$372.5K (-$40.3K)

Filed 2026-10-20

Dodds Wealth, LLC

DECREASED

Shares4,875 from 5,239

Change-364 (-7%)

Value$372.0K (-$25.0K)

Filed 2026-11-02

True Wealth Design, LLC

UNCHANGED

Shares4,584 from 4,584

Change0 (0%)

Value$349.8K (+$2.4K)

Filed 2026-10-13

Redwood Financial Network Corp

INCREASED

Shares4,405 from 4,087

Change+318 (+8%)

Value$336.1K (+$26.4K)

Filed 2026-11-03

Goldstein Advisors, LLC

UNCHANGED

Shares4,039 from 4,039

Change0 (0%)

Value$308.2K (+$2.1K)

Filed 2026-10-15

Compass Capital Management, Inc

NEW

Shares4,000

Change+4,000

Value$305.2K

Filed 2026-11-06

Grimes & Co Wealth Management, LLC

UNCHANGED

Shares3,842 from 3,842

Change0 (0%)

Value$293.1K (+$2.0K)

Filed 2026-10-29

MRA Advisory Group

INCREASED

Shares3,740 from 3,728

Change+12 (+0%)

Value$285.4K (+$2.9K)

Filed 2026-10-07

Wesbanco Bank Inc

DECREASED

Shares3,733 from 3,979

Change-246 (-6%)

Value$284.8K (-$16.7K)

Filed 2026-11-04

Kestra Private Wealth Services, LLC

INCREASED

Shares3,686 from 3,673

Change+13 (+0%)

Value$281.2K (+$2.9K)

Filed 2026-11-06

SteelPeak Wealth, LLC

NEW

Shares3,541

Change+3,541

Value$270.2K

Filed 2026-10-16

M Holdings Securities, Inc.

NEW

Shares3,491

Change+3,491

Value$281

Filed 2026-11-03

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

INCREASED

Shares3,397 from 3,000

Change+397 (+13%)

Value$259.2K (+$31.9K)

Filed 2026-10-27

IVC Wealth Advisors LLC

UNCHANGED

Shares3,334 from 3,334

Change0 (0%)

Value$254.4K (+$1.8K)

Filed 2026-10-23

Nestegg Advisors, Inc.

DECREASED

Shares3,241 from 3,403

Change-162 (-5%)

Value$247.3K (-$10.6K)

Filed 2026-10-21

Wealth Group Ltd

UNCHANGED

Shares3,165 from 3,165

Change0 (0%)

Value$242.7K (+$2.9K)

Filed 2026-10-07

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

NEW

Shares3,063

Change+3,063

Value$233.7K

Filed 2026-10-14

Cypress Capital Group

UNCHANGED

Shares3,047 from 3,047

Change0 (0%)

Value$232.5K (+$1.6K)

Filed 2026-11-03

Private Trust Co NA

UNCHANGED

Shares3,018 from 3,018

Change0 (0%)

Value$230.3K (+$1.6K)

Filed 2026-10-20

Thompson Siegel & Walmsley LLC

INCREASED

Shares2,922 from 2,642

Change+280 (+11%)

Value$223.0K (+$23.0K)

Filed 2026-11-05

Key FInancial Inc

UNCHANGED

Shares2,785 from 2,785

Change0 (0%)

Value$212.5K (+$1.5K)

Filed 2026-11-02

Silverlake Wealth Management LLC

UNCHANGED

Shares2,722 from 2,722

Change0 (0%)

Value$207.7K (+$1.4K)

Filed 2026-10-21

Peak Financial Management, Inc.

UNCHANGED

Shares2,700 from 2,700

Change0 (0%)

Value$206.0K (+$1.4K)

Filed 2026-10-16

US Bancorp \de\

UNCHANGED

Shares2,663 from 2,663

Change0 (0%)

Value$203.2K (+$1.4K)

Filed 2026-11-05

Sims Investment Management, LLC

UNCHANGED

Shares2,655 from 2,655

Change0 (0%)

Value$202.6K (+$1.4K)

Filed 2026-10-13

Harbor Asset Planning, Inc.

INCREASED

Shares2,638 from 2,627

Change+11 (+0%)

Value$201.3K (+$2.3K)

Filed 2026-10-23

Citizens Financial Group Inc

NEW

Shares2,623

Change+2,623

Value$200.1K

Filed 2026-10-23

Eastern Bank

UNCHANGED

Shares1,710 from 1,710

Change0 (0%)

Value$130.5K (+$906)

Filed 2026-10-05

CX Institutional

INCREASED

Shares1,487 from 1,481

Change+6 (+0%)

Value$113 (+$1)

Filed 2026-10-02

Blueline Advisors LLC

UNCHANGED

Shares1,332 from 1,332

Change0 (0%)

Value$101.6K (+$706)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

UNCHANGED

Shares1,295 from 1,295

Change0 (0%)

Value$98.8K (+$687)

Filed 2026-11-04

Cordgrass Capital Advisors, LLC

UNCHANGED

Shares1,175 from 1,175

Change0 (0%)

Value$89.7K (+$623)

Filed 2026-10-30

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares1,150 from 1,150

Change0 (0%)

Value$88.0K (-$680)

Filed 2026-11-04

Yankcom Partnership

UNCHANGED

Shares1,077 from 1,077

Change0 (0%)

Value$82.2K (+$571)

Filed 2026-10-15

Owl Creek Wealth Partners LLC

INCREASED

Shares708 from 705

Change+3 (+0%)

Value$54.0K (+$613)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

UNCHANGED

Shares670 from 670

Change0 (0%)

Value$51.1K (+$355)

Filed 2026-10-30

Ascentis Wealth Management, LLC

DECREASED

Shares658 from 680

Change-22 (-3%)

Value$50.2K (-$1.3K)

Filed 2026-11-03

Lanark Financial, Inc.

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$49.6K (+$345)

Filed 2026-10-26

Beacon Capital Management, Inc.

UNCHANGED

Shares574 from 574

Change0 (0%)

Value$43.8K (+$304)

Filed 2026-10-13

Armstrong Advisory Group, Inc

NEW

Shares478

Change+478

Value$36.5K

Filed 2026-10-09

IFP Advisors, Inc

INCREASED

Shares366 from 364

Change+2 (+1%)

Value$27.9K (+$346)

Filed 2026-10-16

NBZ Investment Advisors LLC

UNCHANGED

Shares335 from 335

Change0 (0%)

Value$25.6K (+$178)

Filed 2026-10-30

Farmers & Merchants Investments Inc

UNCHANGED

Shares320 from 320

Change0 (0%)

Value$24.4K (+$170)

Filed 2026-10-22

Noble Wealth Management PBC

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$21.0K (+$146)

Filed 2026-10-01

Fortitude Family Office, LLC

UNCHANGED

Shares235 from 235

Change0 (0%)

Value$17.9K (+$125)

Filed 2026-10-14

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares229 from 229

Change0 (0%)

Value$17.5K (+$122)

Filed 2026-11-04

Jacobi Capital Management LLC

NEW

Shares95

Change+95

Value$7.3K

Filed 2026-11-05

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$4.4K (+$30)

Filed 2026-11-02

Heritage Family Offices, LLP

NEW

Shares40

Change+40

Value$3.1K

Filed 2026-11-02

Signaturefd, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.3K (+$9)

Filed 2026-10-23

Kingswood Wealth Advisors, LLC

CLOSED

Shares0 from 3,367

Change-3,367 (-100%)

Value$0 (-$255.2K)

Filed 2026-10-23

Regatta Capital Group, LLC

CLOSED

Shares0 from 2,793

Change-2,793 (-100%)

Value$0 (-$211.6K)

Filed 2026-10-23

Gill Capital Partners, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$37.9K)

Filed 2026-10-13

Tucker Asset Management LLC

CLOSED

Shares0 from 181

Change-181 (-100%)

Value$0 (-$13.7K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 3,694,080

Change-3,694,080 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 827,805

Change-827,805 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 564,589

Change-564,589 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 461,900

Change-461,900 (-100%)

Value—

UBS Group AG

N/A

Shares— from 448,413

Change-448,413 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 224,439

Change-224,439 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 221,590

Change-221,590 (-100%)

Value—

Spwm Advisors LLC

N/A

Shares— from 204,744

Change-204,744 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 196,174

Change-196,174 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 163,533

Change-163,533 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 159,560

Change-159,560 (-100%)

Value—

Wharton Business Group, LLC

N/A

Shares— from 155,635

Change-155,635 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 142,748

Change-142,748 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 128,295

Change-128,295 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 127,080

Change-127,080 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 102,602

Change-102,602 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 93,337

Change-93,337 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 86,590

Change-86,590 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 84,548

Change-84,548 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 72,693

Change-72,693 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 69,013

Change-69,013 (-100%)

Value—

Horizon Family Wealth, Inc.

N/A

Shares— from 52,645

Change-52,645 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 48,843

Change-48,843 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 39,100

Change-39,100 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 35,524

Change-35,524 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 33,131

Change-33,131 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 31,742

Change-31,742 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 28,583

Change-28,583 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 26,498

Change-26,498 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 26,019

Change-26,019 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 24,130

Change-24,130 (-100%)

Value—

FMR LLC

N/A

Shares— from 21,631

Change-21,631 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 18,510

Change-18,510 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 18,080

Change-18,080 (-100%)

Value—

Evercore Wealth Management, LLC

N/A

Shares— from 17,782

Change-17,782 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 15,686

Change-15,686 (-100%)

Value—

Fiducient Advisors LLC

N/A

Shares— from 15,465

Change-15,465 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 14,440

Change-14,440 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 14,407

Change-14,407 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 14,224

Change-14,224 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 11,292

Change-11,292 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,912

Change-10,912 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,380

Change-10,380 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 9,808

Change-9,808 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 8,750

Change-8,750 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 8,071

Change-8,071 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,834

Change-7,834 (-100%)

Value—

Wescott Financial Advisory Group, LLC

N/A

Shares— from 7,119

Change-7,119 (-100%)

Value—

Strategic Investment Advisors / MI

N/A

Shares— from 6,750

Change-6,750 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 6,359

Change-6,359 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 5,917

Change-5,917 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 5,810

Change-5,810 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 5,155

Change-5,155 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 4,938

Change-4,938 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 4,891

Change-4,891 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 4,469

Change-4,469 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 4,349

Change-4,349 (-100%)

Value—

Commerce Bank

N/A

Shares— from 4,119

Change-4,119 (-100%)

Value—

Beacon Investment Advisors LLC

N/A

Shares— from 4,095

Change-4,095 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,974

Change-3,974 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 3,893

Change-3,893 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 3,661

Change-3,661 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 3,460

Change-3,460 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,420

Change-3,420 (-100%)

Value—

Alpha Financial Advisors, LLC

N/A

Shares— from 3,405

Change-3,405 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 3,377

Change-3,377 (-100%)

Value—

Florida Financial Advisors, LLC

N/A

Shares— from 3,225

Change-3,225 (-100%)

Value—

Bay Rivers Group

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Tiaa Wealth Investment Management LLC

N/A

Shares— from 2,967

Change-2,967 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 2,862

Change-2,862 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 2,763

Change-2,763 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 2,694

Change-2,694 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,690

Change-2,690 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,362

Change-2,362 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,269

Change-2,269 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,455

Change-1,455 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,392

Change-1,392 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,192

Change-1,192 (-100%)

Value—

Blair William & Co

N/A

Shares— from 850

Change-850 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 548

Change-548 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 517

Change-517 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 516

Change-516 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 390

Change-390 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 388

Change-388 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 299

Change-299 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 259

Change-259 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 67

Change-67 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 49

Change-49 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 44

Change-44 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	2,456,844	2,270,178	+186,666	+8%	$172.0M	$187.5M	+$15.4M	2026-11-06
PNC Financial Services Group, Inc.	DECREASED	482,286	492,625	-10,339	-2%	$37.3M	$36.8M	-$527.8K	2026-11-06
IAG Wealth Partners, LLC	DECREASED	317,926	330,061	-12,135	-4%	$25.0M	$24.3M	-$750.9K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	271,275	287,183	-15,908	-6%	$21.8M	$20.7M	-$1.1M	2026-11-02
Atlas Private Wealth Advisors	DECREASED	246,034	246,888	-854	0%	$18.7M	$18.8M	+$65.7K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	190,448	161,023	+29,425	+18%	$12.2M	$14.5M	+$2.3M	2026-11-02
Cullen T Bankers, Inc.	DECREASED	160,664	161,665	-1,001	-1%	$12.2M	$12.3M	+$9.3K	2026-10-28
Concurrent Investment Advisors, LLC	INCREASED	130,165	5,937	+124,228	+2092%	$449.8K	$9.9M	+$9.5M	2026-10-16
Ullmann Wealth Partners Group, LLC	DECREASED	102,874	103,489	-615	-1%	$7.8M	$7.8M	+$8.0K	2026-11-02
Stonebridge Financial Group, LLC	DECREASED	100,095	101,373	-1,278	-1%	$7.7M	$7.6M	-$43.8K	2026-10-01
Avaii Wealth Management, LLC	NEW	89,491	—	+89,491	—	—	$6.9M	—	2026-10-09
Capstone Wealth Management Group, LLC	INCREASED	63,837	63,358	+479	+1%	$4.8M	$4.2M	-$637.8K	2026-11-05
Rose Capital Advisors LLC	DECREASED	58,622	60,314	-1,692	-3%	$4.6M	$4.5M	-$97.1K	2026-11-04
AGH Wealth Advisors, LLC	DECREASED	51,815	54,415	-2,600	-5%	$4.1M	$4.0M	-$169.5K	2026-10-26
Cooksen Wealth, LLC	DECREASED	50,894	51,511	-617	-1%	$3.9M	$3.9M	+$42.8K	2026-10-13
Citigroup Inc	INCREASED	47,244	41,832	+5,412	+13%	$3.2M	$3.6M	+$435.1K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	44,658	49,624	-4,966	-10%	$3.8M	$3.4M	-$352.6K	2026-10-08
Firestone Capital Management	DECREASED	37,233	37,363	-130	0%	$2.8M	$2.8M	+$9.9K	2026-11-03
Parallel Advisors, LLC	UNCHANGED	35,605	35,605	0	0%	$2.7M	$2.7M	+$18.9K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	29,695	28,734	+961	+3%	$2.2M	$2.3M	+$89.0K	2026-11-02
Basso Capital Management, L.P.	NEW	29,601	—	+29,601	—	—	$2.3M	—	2026-10-30
Solutions 4 Wealth, Ltd	INCREASED	28,393	23,299	+5,094	+22%	$1.8M	$2.2M	+$401.0K	2026-11-03
Spire Wealth Management	INCREASED	28,053	27,846	+207	+1%	$2.1M	$2.1M	+$30.6K	2026-10-30
Evolution Advisers, Inc.	UNCHANGED	23,796	23,796	0	0%	$1.8M	$1.9M	+$68.6K	2026-11-06
Cornell Pochily Investment Advisors, Inc.	NEW	23,382	—	+23,382	—	—	$1.8M	—	2026-10-19
Willner & Heller, LLC	DECREASED	22,232	22,289	-57	0%	$1.7M	$1.7M	+$7.5K	2026-10-28
Creative Planning	INCREASED	20,921	18,520	+2,401	+13%	$1.4M	$1.6M	+$193.0K	2026-11-02
Partners Wealth Management, LLC	NEW	19,926	—	+19,926	—	—	$1.5M	—	2026-10-28
CPC Advisors, LLC	UNCHANGED	16,858	16,858	0	0%	$1.3M	$1.3M	+$8.9K	2026-10-21
Prospera Financial Services Inc	INCREASED	16,854	5,746	+11,108	+193%	$435.4K	$1.4M	+$927.1K	2026-11-04
71 West Capital Partners	UNCHANGED	15,369	15,369	0	0%	$1.2M	$1.2M	+$8.1K	2026-11-04
Schuylkill Financial LLC	NEW	15,135	—	+15,135	—	—	$1.2M	—	2026-10-21
Financial Solutions Advisory Group, Inc.	UNCHANGED	14,490	14,490	0	0%	$1.1M	$1.2M	+$28.4K	2026-10-28
Fifth Third Bancorp	INCREASED	14,083	13,162	+921	+7%	$997.3K	$1.1M	+$77.2K	2026-11-05
Paragon Private Wealth Management, LLC	DECREASED	13,499	14,265	-766	-5%	$1.1M	$1.0M	-$50.9K	2026-10-20
Jnba Financial Advisors	INCREASED	13,382	13,332	+50	+0%	$1.0M	$1.0M	+$10.9K	2026-11-03
Institute for Wealth Management, Llc.	UNCHANGED	13,152	13,152	0	0%	$996.5K	$1.0M	+$7.0K	2026-11-06
Howard Wealth Management, LLC	UNCHANGED	12,872	12,872	0	0%	$975.3K	$982.1K	+$6.8K	2026-10-28
Condor Capital Management	DECREASED	12,642	12,672	-30	0%	$960.2K	$964.6K	+$4.4K	2026-11-06
Cornerstone Wealth Management, LLC	UNCHANGED	11,799	11,799	0	0%	$894.0K	$900.3K	+$6.3K	2026-11-04
Lido Advisors, LLC	INCREASED	11,205	11,199	+6	+0%	$848.6K	$855.0K	+$6.4K	2026-11-04
MSH Capital Advisors LLC	UNCHANGED	10,387	10,387	0	0%	$787.0K	$792.5K	+$5.5K	2026-11-03
Retirement Investment Advisors, Inc.	UNCHANGED	10,368	10,368	0	0%	$814.4K	$791.1K	-$23.3K	2026-10-22
Armbruster Capital Management, Inc.	UNCHANGED	10,117	10,117	0	0%	$766.6K	$771.9K	+$5.4K	2026-10-19
Oppenheimer & Co Inc	INCREASED	9,951	9,545	+406	+4%	$723.2K	$759.3K	+$36.0K	2026-10-26
SimpliFi, Inc.	INCREASED	9,896	9,853	+43	+0%	$746.5K	$755.1K	+$8.5K	2026-10-28
Caldwell Trust Co	NEW	9,590	—	+9,590	—	—	$731.7K	—	2026-10-30
Wealth Enhancement Advisory Services, LLC	INCREASED	9,367	3,712	+5,655	+152%	$289.3K	$731.5K	+$442.2K	2026-10-13
Harmony Asset Management LLC	INCREASED	9,042	8,610	+432	+5%	$652.4K	$689.9K	+$37.5K	2026-10-20
Clearstead Advisors, LLC	INCREASED	8,181	8,172	+9	+0%	$619.2K	$624.2K	+$5.0K	2026-11-06
Stonebridge Wealth Management, LLC	INCREASED	7,671	7,606	+65	+1%	$576.3K	$585.3K	+$9.0K	2026-10-09
RDA Financial Network	INCREASED	7,125	6,800	+325	+5%	$515.2K	$543.6K	+$28.4K	2026-10-15
First Heartland Consultants, Inc.	DECREASED	6,596	7,280	-684	-9%	$551.6K	$503.3K	-$48.3K	2026-10-08
Tctc Holdings, LLC	UNCHANGED	6,547	6,547	0	0%	$496.1K	$499.5K	+$3.5K	2026-11-02
MCF Advisors LLC	UNCHANGED	6,500	6,500	0	0%	$492.5K	$496.0K	+$3.4K	2026-10-28
Wedmont Private Capital	UNCHANGED	6,223	6,223	0	0%	$484.9K	$486.0K	+$1.1K	2026-10-09
Atria Investments, Inc	DECREASED	6,141	6,825	-684	-10%	$517.1K	$468.6K	-$48.6K	2026-10-15
Rockwood Wealth Management, LLC	UNCHANGED	6,049	6,049	0	0%	$458.4K	$461.6K	+$3.2K	2026-10-27
Parker Financial LLC	UNCHANGED	5,917	5,917	0	0%	$448.3K	$451.5K	+$3.1K	2026-11-05
Creative Financial Designs Inc	NEW	5,916	—	+5,916	—	—	$451.4K	—	2026-11-04
Earned Wealth Advisors, LLC	UNCHANGED	5,825	5,825	0	0%	$441.4K	$444.4K	+$3.1K	2026-11-06
Financial Perspectives, Inc	INCREASED	5,472	5,461	+11	+0%	$413.8K	$417.5K	+$3.8K	2026-11-03
Greenleaf Trust	UNCHANGED	5,388	5,388	0	0%	$408.2K	$411.1K	+$2.9K	2026-10-29
SeaCrest Wealth Management, LLC	INCREASED	5,271	4,617	+654	+14%	$349.9K	$402.2K	+$52.3K	2026-10-21
Truist Financial Corp	UNCHANGED	5,082	5,082	0	0%	$385.1K	$387.8K	+$2.7K	2026-10-30
J.W. Cole Advisors, Inc.	DECREASED	4,884	5,077	-193	-4%	$384.7K	$372.7K	-$12.0K	2026-11-05
Hegarty Advisors, LLC	DECREASED	4,882	5,448	-566	-10%	$412.8K	$372.5K	-$40.3K	2026-10-20
Dodds Wealth, LLC	DECREASED	4,875	5,239	-364	-7%	$397.0K	$372.0K	-$25.0K	2026-11-02
True Wealth Design, LLC	UNCHANGED	4,584	4,584	0	0%	$347.3K	$349.8K	+$2.4K	2026-10-13
Redwood Financial Network Corp	INCREASED	4,405	4,087	+318	+8%	$309.7K	$336.1K	+$26.4K	2026-11-03
Goldstein Advisors, LLC	UNCHANGED	4,039	4,039	0	0%	$306.0K	$308.2K	+$2.1K	2026-10-15
Compass Capital Management, Inc	NEW	4,000	—	+4,000	—	—	$305.2K	—	2026-11-06
Grimes & Co Wealth Management, LLC	UNCHANGED	3,842	3,842	0	0%	$291.1K	$293.1K	+$2.0K	2026-10-29
MRA Advisory Group	INCREASED	3,740	3,728	+12	+0%	$282.5K	$285.4K	+$2.9K	2026-10-07
Wesbanco Bank Inc	DECREASED	3,733	3,979	-246	-6%	$301.5K	$284.8K	-$16.7K	2026-11-04
Kestra Private Wealth Services, LLC	INCREASED	3,686	3,673	+13	+0%	$278.3K	$281.2K	+$2.9K	2026-11-06
SteelPeak Wealth, LLC	NEW	3,541	—	+3,541	—	—	$270.2K	—	2026-10-16
M Holdings Securities, Inc.	NEW	3,491	—	+3,491	—	—	$281	—	2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	3,397	3,000	+397	+13%	$227.3K	$259.2K	+$31.9K	2026-10-27
IVC Wealth Advisors LLC	UNCHANGED	3,334	3,334	0	0%	$252.6K	$254.4K	+$1.8K	2026-10-23
Nestegg Advisors, Inc.	DECREASED	3,241	3,403	-162	-5%	$257.8K	$247.3K	-$10.6K	2026-10-21
Wealth Group Ltd	UNCHANGED	3,165	3,165	0	0%	$239.8K	$242.7K	+$2.9K	2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	NEW	3,063	—	+3,063	—	—	$233.7K	—	2026-10-14
Cypress Capital Group	UNCHANGED	3,047	3,047	0	0%	$230.9K	$232.5K	+$1.6K	2026-11-03
Private Trust Co NA	UNCHANGED	3,018	3,018	0	0%	$228.7K	$230.3K	+$1.6K	2026-10-20
Thompson Siegel & Walmsley LLC	INCREASED	2,922	2,642	+280	+11%	$200.0K	$223.0K	+$23.0K	2026-11-05
Key FInancial Inc	UNCHANGED	2,785	2,785	0	0%	$211.0K	$212.5K	+$1.5K	2026-11-02
Silverlake Wealth Management LLC	UNCHANGED	2,722	2,722	0	0%	$206.2K	$207.7K	+$1.4K	2026-10-21
Peak Financial Management, Inc.	UNCHANGED	2,700	2,700	0	0%	$204.6K	$206.0K	+$1.4K	2026-10-16
US Bancorp \de\	UNCHANGED	2,663	2,663	0	0%	$201.8K	$203.2K	+$1.4K	2026-11-05
Sims Investment Management, LLC	UNCHANGED	2,655	2,655	0	0%	$201.2K	$202.6K	+$1.4K	2026-10-13
Harbor Asset Planning, Inc.	INCREASED	2,638	2,627	+11	+0%	$199.0K	$201.3K	+$2.3K	2026-10-23
Citizens Financial Group Inc	NEW	2,623	—	+2,623	—	—	$200.1K	—	2026-10-23
Eastern Bank	UNCHANGED	1,710	1,710	0	0%	$129.6K	$130.5K	+$906	2026-10-05
CX Institutional	INCREASED	1,487	1,481	+6	+0%	$112	$113	+$1	2026-10-02
Blueline Advisors LLC	UNCHANGED	1,332	1,332	0	0%	$100.9K	$101.6K	+$706	2026-10-15
EverSource Wealth Advisors, LLC	UNCHANGED	1,295	1,295	0	0%	$98.1K	$98.8K	+$687	2026-11-04
Cordgrass Capital Advisors, LLC	UNCHANGED	1,175	1,175	0	0%	$89.0K	$89.7K	+$623	2026-10-30
Allspring Global Investments Holdings, LLC	UNCHANGED	1,150	1,150	0	0%	$88.6K	$88.0K	-$680	2026-11-04
Yankcom Partnership	UNCHANGED	1,077	1,077	0	0%	$81.6K	$82.2K	+$571	2026-10-15
Owl Creek Wealth Partners LLC	INCREASED	708	705	+3	+0%	$53.4K	$54.0K	+$613	2026-10-20
Capital Investment Advisory Services, LLC	UNCHANGED	670	670	0	0%	$50.8K	$51.1K	+$355	2026-10-30
Ascentis Wealth Management, LLC	DECREASED	658	680	-22	-3%	$51.5K	$50.2K	-$1.3K	2026-11-03
Lanark Financial, Inc.	UNCHANGED	650	650	0	0%	$49.3K	$49.6K	+$345	2026-10-26
Beacon Capital Management, Inc.	UNCHANGED	574	574	0	0%	$43.5K	$43.8K	+$304	2026-10-13
Armstrong Advisory Group, Inc	NEW	478	—	+478	—	—	$36.5K	—	2026-10-09
IFP Advisors, Inc	INCREASED	366	364	+2	+1%	$27.6K	$27.9K	+$346	2026-10-16
NBZ Investment Advisors LLC	UNCHANGED	335	335	0	0%	$25.4K	$25.6K	+$178	2026-10-30
Farmers & Merchants Investments Inc	UNCHANGED	320	320	0	0%	$24.2K	$24.4K	+$170	2026-10-22
Noble Wealth Management PBC	UNCHANGED	275	275	0	0%	$20.8K	$21.0K	+$146	2026-10-01
Fortitude Family Office, LLC	UNCHANGED	235	235	0	0%	$17.8K	$17.9K	+$125	2026-10-14
Plante Moran Financial Advisors, LLC	UNCHANGED	229	229	0	0%	$17.4K	$17.5K	+$122	2026-11-04
Jacobi Capital Management LLC	NEW	95	—	+95	—	—	$7.3K	—	2026-11-05
Quest 10 Wealth Builders, Inc.	UNCHANGED	58	58	0	0%	$4.4K	$4.4K	+$30	2026-11-02
Heritage Family Offices, LLP	NEW	40	—	+40	—	—	$3.1K	—	2026-11-02
Signaturefd, LLC	UNCHANGED	17	17	0	0%	$1.3K	$1.3K	+$9	2026-10-23
Kingswood Wealth Advisors, LLC	CLOSED	0	3,367	-3,367	-100%	$255.2K	$0	-$255.2K	2026-10-23
Regatta Capital Group, LLC	CLOSED	0	2,793	-2,793	-100%	$211.6K	$0	-$211.6K	2026-10-23
Gill Capital Partners, LLC	CLOSED	0	500	-500	-100%	$37.9K	$0	-$37.9K	2026-10-13
Tucker Asset Management LLC	CLOSED	0	181	-181	-100%	$13.7K	$0	-$13.7K	2026-10-29
Morgan Stanley	N/A	—	3,694,080	-3,694,080	-100%	$279.9M	—	—	—
Bank of America Corp	N/A	—	827,805	-827,805	-100%	$62.7M	—	—	—
Raymond James Financial Inc	N/A	—	564,589	-564,589	-100%	$42.8M	—	—	—
Arkadios Wealth Advisors	N/A	—	461,900	-461,900	-100%	$35.0M	—	—	—
UBS Group AG	N/A	—	448,413	-448,413	-100%	$34.0M	—	—	—
Waverly Advisors, LLC	N/A	—	224,439	-224,439	-100%	$17.0M	—	—	—
Stratos Investment Management, LLC	N/A	—	221,590	-221,590	-100%	$16.8M	—	—	—
Spwm Advisors LLC	N/A	—	204,744	-204,744	-100%	$16.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	196,174	-196,174	-100%	$14.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	163,533	-163,533	-100%	$12.4M	—	—	—
Wells Fargo & Company	N/A	—	159,560	-159,560	-100%	$12.1M	—	—	—
Wharton Business Group, LLC	N/A	—	155,635	-155,635	-100%	$11.8M	—	—	—
Regal Investment Advisors LLC	N/A	—	142,748	-142,748	-100%	$10.8M	—	—	—
Royal Bank of Canada	N/A	—	128,295	-128,295	-100%	$9.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	127,080	-127,080	-100%	$9.6M	—	—	—
Captrust Financial Advisors	N/A	—	102,602	-102,602	-100%	$7.8M	—	—	—
Private Advisor Group, LLC	N/A	—	93,337	-93,337	-100%	$7.1M	—	—	—
Cetera Investment Advisers	N/A	—	86,590	-86,590	-100%	$6.6M	—	—	—
Equitable Holdings, Inc.	N/A	—	84,548	-84,548	-100%	$6.4M	—	—	—
Cary Street Partners Financial LLC	N/A	—	72,693	-72,693	-100%	$5.5M	—	—	—
Pathstone Holdings, LLC	N/A	—	69,013	-69,013	-100%	$5.2M	—	—	—
Horizon Family Wealth, Inc.	N/A	—	52,645	-52,645	-100%	$4.0M	—	—	—
JPMorgan Chase & Co	N/A	—	48,843	-48,843	-100%	$3.7M	—	—	—
Two Sigma Investments, LP	N/A	—	39,100	-39,100	-100%	$3.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	35,524	-35,524	-100%	$2.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	33,131	-33,131	-100%	$2.5M	—	—	—
Baird Financial Group, Inc.	N/A	—	31,742	-31,742	-100%	$2.4M	—	—	—
MML Investors Services, LLC	N/A	—	28,583	-28,583	-100%	$2.2M	—	—	—
Prosperity Consulting Group, LLC	N/A	—	26,498	-26,498	-100%	$2.0M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	26,019	-26,019	-100%	$2.0M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	24,130	-24,130	-100%	$1.8M	—	—	—
FMR LLC	N/A	—	21,631	-21,631	-100%	$1.6M	—	—	—
Western Wealth Management, LLC	N/A	—	18,510	-18,510	-100%	$1.4M	—	—	—
Focus Partners Wealth	N/A	—	18,080	-18,080	-100%	$1.4M	—	—	—
Evercore Wealth Management, LLC	N/A	—	17,782	-17,782	-100%	$1.3M	—	—	—
HighTower Advisors, LLC	N/A	—	15,686	-15,686	-100%	$1.2M	—	—	—
Fiducient Advisors LLC	N/A	—	15,465	-15,465	-100%	$1.2M	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	14,440	-14,440	-100%	$1.1M	—	—	—
Mariner, LLC	N/A	—	14,407	-14,407	-100%	$1.1M	—	—	—
AQR Capital Management LLC	N/A	—	14,224	-14,224	-100%	$1.1M	—	—	—
Wealthspire Retirement, LLC	N/A	—	11,292	-11,292	-100%	$855.6K	—	—	—
Stifel Financial Corp	N/A	—	10,912	-10,912	-100%	$826.8K	—	—	—
Citadel Advisors LLC	N/A	—	10,380	-10,380	-100%	$786.5K	—	—	—
Benjamin Edwards Inc	N/A	—	9,808	-9,808	-100%	$743.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	8,750	-8,750	-100%	$663.0K	—	—	—
BlackRock, Inc.	N/A	—	8,071	-8,071	-100%	$611.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	7,834	-7,834	-100%	$593.6K	—	—	—
Wescott Financial Advisory Group, LLC	N/A	—	7,119	-7,119	-100%	$539.4K	—	—	—
Strategic Investment Advisors / MI	N/A	—	6,750	-6,750	-100%	$511.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	6,359	-6,359	-100%	$481.8K	—	—	—
Pure Financial Advisors, LLC	N/A	—	5,917	-5,917	-100%	$448.3K	—	—	—
HighPoint Advisor Group LLC	N/A	—	5,810	-5,810	-100%	$440.2K	—	—	—
EP Wealth Advisors, LLC	N/A	—	5,155	-5,155	-100%	$390.6K	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	4,938	-4,938	-100%	$374.2K	—	—	—
Summit Financial, LLC	N/A	—	4,891	-4,891	-100%	$370.6K	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	4,469	-4,469	-100%	$338.6K	—	—	—
Independent Advisor Alliance	N/A	—	4,349	-4,349	-100%	$329.5K	—	—	—
Commerce Bank	N/A	—	4,119	-4,119	-100%	$312.1K	—	—	—
Beacon Investment Advisors LLC	N/A	—	4,095	-4,095	-100%	$310.3K	—	—	—
Cerity Partners LLC	N/A	—	3,974	-3,974	-100%	$301.1K	—	—	—
Marshall Wace, LLP	N/A	—	3,893	-3,893	-100%	$295.0K	—	—	—
Kovack Advisors, Inc.	N/A	—	3,661	-3,661	-100%	$278.4K	—	—	—
Mason & Associates Inc	N/A	—	3,460	-3,460	-100%	$262.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,420	-3,420	-100%	$259.1K	—	—	—
Alpha Financial Advisors, LLC	N/A	—	3,405	-3,405	-100%	$258.0K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	3,377	-3,377	-100%	$255.9K	—	—	—
Florida Financial Advisors, LLC	N/A	—	3,225	-3,225	-100%	$244.3K	—	—	—
Bay Rivers Group	N/A	—	3,000	-3,000	-100%	$227.3K	—	—	—
Tiaa Wealth Investment Management LLC	N/A	—	2,967	-2,967	-100%	$227.6K	—	—	—
Klcm Advisors, Inc.	N/A	—	2,862	-2,862	-100%	$216.9K	—	—	—
Savvy Advisors, Inc.	N/A	—	2,763	-2,763	-100%	$209.4K	—	—	—
Howe & Rusling Inc	N/A	—	2,694	-2,694	-100%	$204.1K	—	—	—
Bank of Montreal	N/A	—	2,690	-2,690	-100%	$203.8K	—	—	—
Arax Advisory Partners	N/A	—	2,362	-2,362	-100%	$179.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,269	-2,269	-100%	$171.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,455	-1,455	-100%	$110.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,392	-1,392	-100%	$105.5K	—	—	—
AE Wealth Management LLC	N/A	—	1,192	-1,192	-100%	$90.3K	—	—	—
Blair William & Co	N/A	—	850	-850	-100%	$64.4K	—	—	—
Glenmede Trust Co NA	N/A	—	548	-548	-100%	$41.5K	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	517	-517	-100%	$39.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	516	-516	-100%	$39.6K	—	—	—
IFG Advisory, LLC	N/A	—	390	-390	-100%	$29.6K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	388	-388	-100%	$29.4K	—	—	—
Franklin Resources Inc	N/A	—	299	-299	-100%	$22.7K	—	—	—
Operose Advisors LLC	N/A	—	259	-259	-100%	$19.6K	—	—	—
Qube Research & Technologies Ltd	N/A	—	67	-67	-100%	$5.1K	—	—	—
Crews Bank & Trust	N/A	—	49	-49	-100%	$3.7K	—	—	—
Harbour Investments, Inc.	N/A	—	44	-44	-100%	$3.3K	—	—	—

Showing 209 of 209 institutions