Ishares U.S. Energy ETF (IYE)

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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Three Seasons Wealth, LLC

DECREASED

Shares327,199 from 337,812

Change-10,613 (-3%)

Value$21.2M (+$2.1M)

Filed 2026-11-03

Summit Financial Consulting LLC

INCREASED

Shares135,494 from 131,435

Change+4,059 (+3%)

Value$8.8M (+$1.3M)

Filed 2026-10-15

AMG National Trust Bank

DECREASED

Shares101,957 from 103,852

Change-1,895 (-2%)

Value$6.6M (+$729.8K)

Filed 2026-11-05

Bright Rock Capital Management, LLC

UNCHANGED

Shares100,000 from 100,000

Change0 (0%)

Value$6.5M (+$821.0K)

Filed 2026-10-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares95,064 from 127,315

Change-32,251 (-25%)

Value$6.2K (-$7.2M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares94,124 from 96,022

Change-1,898 (-2%)

Value$6.1M (+$665.4K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares73,221 from 43,048

Change+30,173 (+70%)

Value$5.0M (+$2.5M)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares72,287 from 63,448

Change+8,839 (+14%)

Value$4.7M (+$1.1M)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares69,984 from 67,450

Change+2,534 (+4%)

Value$4.5M (+$718.0K)

Filed 2026-10-30

J.W. Cole Advisors, Inc.

DECREASED

Shares56,167 from 56,210

Change-43 (0%)

Value$3.6M (+$458.7K)

Filed 2026-11-05

Advisortrust Partners, LLC

INCREASED

Shares54,867 from 53,884

Change+983 (+2%)

Value$3.6M (+$506.1K)

Filed 2026-11-02

Gerald Baker Financial Group LLC

DECREASED

Shares53,341 from 53,521

Change-180 (0%)

Value$3.5M (+$427.7K)

Filed 2026-10-09

Artesa Financial Group, LLC

INCREASED

Shares48,413 from 48,308

Change+105 (+0%)

Value$3.1M (+$403.5K)

Filed 2026-10-29

Avidian Wealth Enterprises, LLC

INCREASED

Shares42,501 from 42,340

Change+161 (+0%)

Value$2.8M (+$358.0K)

Filed 2026-10-08

First Citizens Financial Corp

DECREASED

Shares35,451 from 35,636

Change-185 (-1%)

Value$2.3M (+$280.6K)

Filed 2026-10-02

Wealthstar Advisors, LLC

DECREASED

Shares34,757 from 35,097

Change-340 (-1%)

Value$2.3M (+$266.1K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares29,047 from 30,207

Change-1,160 (-4%)

Value$1.9M (+$172.8K)

Filed 2026-11-02

Heartwood Wealth Advisors LLC

DECREASED

Shares28,267 from 28,722

Change-455 (-2%)

Value$1.8M (+$206.3K)

Filed 2026-10-05

True Freedom Investing, LLC

NEW

Shares27,991

Change+27,991

Value$1.8M

Filed 2026-10-29

Forte Asset Management LLC

DECREASED

Shares26,570 from 45,786

Change-19,216 (-42%)

Value$1.7M (-$869.3K)

Filed 2026-10-13

Csenge Advisory Group

INCREASED

Shares25,196 from 24,304

Change+892 (+4%)

Value$1.6M (+$257.4K)

Filed 2026-11-04

Foundation Wealth Management, LLC

DECREASED

Shares25,085 from 25,534

Change-449 (-2%)

Value$1.6M (+$180.7K)

Filed 2026-10-22

Crestwood Advisors Group, LLC

DECREASED

Shares24,759 from 25,281

Change-522 (-2%)

Value$1.6M (+$173.8K)

Filed 2026-10-27

Ballew Advisors, Inc

DECREASED

Shares23,960 from 25,691

Change-1,731 (-7%)

Value$1.6M (+$128.6K)

Filed 2026-10-05

Allen Investment Management, LLC

UNCHANGED

Shares23,562 from 23,562

Change0 (0%)

Value$1.5M (+$192.5K)

Filed 2026-11-03

Rockland Trust Co

DECREASED

Shares22,327 from 22,566

Change-239 (-1%)

Value$1.4M (+$169.8K)

Filed 2026-10-05

Northwest Wealth Advisors, LLC

INCREASED

Shares22,102 from 14,350

Change+7,752 (+54%)

Value$1.4M (+$620.1K)

Filed 2026-11-02

Pinkerton Wealth, LLC

NEW

Shares22,098

Change+22,098

Value$1.4M

Filed 2026-10-29

Asempa Wealth Advisors

DECREASED

Shares20,674 from 22,356

Change-1,682 (-8%)

Value$1.4M (+$99.0K)

Filed 2026-10-07

Commonwealth Retirement Investments LLC

UNCHANGED

Shares20,141 from 20,141

Change0 (0%)

Value$1.3M (+$165.4K)

Filed 2026-10-26

Wealth Management Partners, LLC

DECREASED

Shares19,855 from 20,133

Change-278 (-1%)

Value$1.3M (+$147.3K)

Filed 2026-10-21

Cottonwood Capital Advisors, LLC

DECREASED

Shares19,737 from 19,929

Change-192 (-1%)

Value$1.3M (+$151.2K)

Filed 2026-10-20

AK Global Asset Management, LLC

UNCHANGED

Shares18,832 from 18,832

Change0 (0%)

Value$3.2M (+$102.8K)

Filed 2026-10-27

Ironwood Financial, llc

DECREASED

Shares14,289 from 14,377

Change-88 (-1%)

Value$925.9K (+$59.4K)

Filed 2026-10-20

Founders Financial Securities LLC

DECREASED

Shares13,762 from 14,133

Change-371 (-3%)

Value$891.8K (+$92.0K)

Filed 2026-10-28

Blue Trust, Inc.

UNCHANGED

Shares13,716 from 13,716

Change0 (0%)

Value$888.8K (+$112.6K)

Filed 2026-10-15

Grove Bank & Trust

UNCHANGED

Shares13,608 from 13,608

Change0 (0%)

Value$881.8K (+$111.7K)

Filed 2026-10-08

Signature Estate & Investment Advisors LLC

INCREASED

Shares13,159 from 9,093

Change+4,066 (+45%)

Value$852.7K (+$338.1K)

Filed 2026-10-13

Buck Wealth Strategies, LLC

DECREASED

Shares12,971 from 13,126

Change-155 (-1%)

Value$840.5K (+$97.8K)

Filed 2026-10-28

Y-Intercept (Hong Kong) Ltd

NEW

Shares11,809

Change+11,809

Value$765.2K

Filed 2026-10-16

Fort Washington Investment Advisors Inc

UNCHANGED

Shares11,700 from 11,700

Change0 (0%)

Value$758.2K (+$96.1K)

Filed 2026-10-15

Davenport & Co LLC

DECREASED

Shares11,675 from 13,273

Change-1,598 (-12%)

Value$756.5K (+$5.4K)

Filed 2026-10-14

Strategic Blueprint, LLC

DECREASED

Shares11,179 from 11,278

Change-99 (-1%)

Value$724.4K (+$86.2K)

Filed 2026-10-22

Bernardo Wealth Planning LLC

INCREASED

Shares10,358 from 5,179

Change+5,179 (+100%)

Value$671.3K (+$378.2K)

Filed 2026-10-23

Grimes & Co Wealth Management, LLC

INCREASED

Shares10,325 from 9,590

Change+735 (+8%)

Value$669.1K (+$126.3K)

Filed 2026-10-29

Retirement Planning Group, LLC

DECREASED

Shares9,959 from 10,113

Change-154 (-2%)

Value$645.3K (+$73.0K)

Filed 2026-10-19

CrossGen Wealth, LLC

INCREASED

Shares9,333 from 9,322

Change+11 (+0%)

Value$604.8K (+$77.2K)

Filed 2026-10-30

Integrity Alliance, Llc.

NEW

Shares9,189

Change+9,189

Value$595.4K

Filed 2026-10-29

Meridian Wealth Management, LLC

INCREASED

Shares9,046 from 9,038

Change+8 (+0%)

Value$586.2K (+$74.7K)

Filed 2026-11-05

Narwhal Capital Management

UNCHANGED

Shares8,825 from 8,825

Change0 (0%)

Value$571.9K (+$72.5K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares8,761 from 13,763

Change-5,002 (-36%)

Value$567.7K (-$211.2K)

Filed 2026-10-08

MCF Advisors LLC

UNCHANGED

Shares8,336 from 8,336

Change0 (0%)

Value$540.2K (+$68.4K)

Filed 2026-10-28

True Private Wealth Advisors

DECREASED

Shares8,206 from 8,207

Change-1 (0%)

Value$531.8K (+$67.4K)

Filed 2026-10-19

Magnus Financial Group LLC

UNCHANGED

Shares7,996 from 7,996

Change0 (0%)

Value$518.1K (+$65.6K)

Filed 2026-10-21

Thrivent Financial for Lutherans

DECREASED

Shares7,639 from 8,011

Change-372 (-5%)

Value$495.0K (+$42.0K)

Filed 2026-11-05

AlphaCore Capital LLC

DECREASED

Shares7,525 from 7,768

Change-243 (-3%)

Value$487.6K (+$48.0K)

Filed 2026-11-04

Capital Investment Advisors, LLC

INCREASED

Shares7,361 from 7,350

Change+11 (+0%)

Value$477.0K (+$61.1K)

Filed 2026-10-22

Lakeshore Capital Group, Inc.

INCREASED

Shares7,061 from 6,850

Change+211 (+3%)

Value$457.6K (+$69.9K)

Filed 2026-10-20

Pekin Hardy Strauss, Inc.

INCREASED

Shares7,007 from 6,861

Change+146 (+2%)

Value$454.1K (+$65.8K)

Filed 2026-11-02

Clearwave Capital, LLC

INCREASED

Shares6,981 from 6,960

Change+21 (+0%)

Value$452.4K (+$58.5K)

Filed 2026-10-27

Chemistry Wealth Management LLC

UNCHANGED

Shares6,976 from 6,976

Change0 (0%)

Value$452.0K (+$57.3K)

Filed 2026-10-16

Lazari Capital Management, Inc.

UNCHANGED

Shares6,950 from 6,950

Change0 (0%)

Value$450.4K (+$57.1K)

Filed 2026-10-20

Kestra Private Wealth Services, LLC

DECREASED

Shares6,929 from 6,954

Change-25 (0%)

Value$449.0K (+$55.5K)

Filed 2026-10-30

Chicago Partners Investment Group LLC

DECREASED

Shares6,892 from 7,779

Change-887 (-11%)

Value$502.6K (+$10.7K)

Filed 2026-10-27

Concurrent Investment Advisors, LLC

NEW

Shares6,575

Change+6,575

Value$426.1K

Filed 2026-10-16

International Assets Investment Management, LLC

INCREASED

Shares6,399 from 2,182

Change+4,217 (+193%)

Value$422.2K (+$299.4K)

Filed 2026-11-02

Griffin Asset Management, Inc.

INCREASED

Shares6,154 from 6,087

Change+67 (+1%)

Value$398.8K (+$54.3K)

Filed 2026-10-22

Appleton Partners Inc

UNCHANGED

Shares6,089 from 6,089

Change0 (0%)

Value$395 (-$344.6K)

Filed 2026-10-30

Adirondack Capital Advisors, LLC

UNCHANGED

Shares6,060 from 6,060

Change0 (0%)

Value$392.7K (+$49.8K)

Filed 2026-10-09

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares5,888 from 5,888

Change0 (0%)

Value$381.5K (+$48.3K)

Filed 2026-10-27

Financial Partners Group, Inc

INCREASED

Shares5,834 from 5,800

Change+34 (+1%)

Value$378.1K (+$49.8K)

Filed 2026-10-19

Independent Financial Group, LLC

NEW

Shares5,708

Change+5,708

Value$369.9K

Filed 2026-10-13

Promethium Advisors,llc

UNCHANGED

Shares5,670 from 5,670

Change0 (0%)

Value$367.4K (+$46.6K)

Filed 2026-10-19

Sigma Planning Corp

DECREASED

Shares5,628 from 5,759

Change-131 (-2%)

Value$335.8K (+$9.9K)

Filed 2026-10-23

Brookstone Capital Management

DECREASED

Shares5,521 from 8,449

Change-2,928 (-35%)

Value$357.8K (-$120.4K)

Filed 2026-10-22

Christensen, King & Associates Investment Services, Inc.

INCREASED

Shares5,342 from 4,319

Change+1,023 (+24%)

Value$346.2K (+$101.7K)

Filed 2026-10-22

Kraft, Davis & Associates, LLC

UNCHANGED

Shares5,315 from 5,315

Change0 (0%)

Value$380.0K (+$67.5K)

Filed 2026-10-21

Citizens Financial Group Inc

NEW

Shares5,017

Change+5,017

Value$325.1K

Filed 2026-10-23

First Citizens Bank & Trust Co

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$324.0K (+$41.1K)

Filed 2026-10-14

Global Financial Private Client, LLC

UNCHANGED

Shares4,968 from 4,968

Change0 (0%)

Value$321.9K (+$40.8K)

Filed 2026-10-15

Montag A & Associates Inc

UNCHANGED

Shares4,925 from 4,925

Change0 (0%)

Value$319.1K (+$40.4K)

Filed 2026-10-29

Apollon Wealth Management, LLC

DECREASED

Shares4,911 from 5,023

Change-112 (-2%)

Value$318.2K (+$33.9K)

Filed 2026-10-23

Allegheny Financial Group

DECREASED

Shares4,881 from 4,934

Change-53 (-1%)

Value$316.3K (+$37.0K)

Filed 2026-11-05

Asset One Wealth Management LLC

DECREASED

Shares4,866 from 4,892

Change-26 (-1%)

Value$315.3K (+$21.7K)

Filed 2026-11-02

Legacy Wealth Partners, LLC

UNCHANGED

Shares4,583 from 4,583

Change0 (0%)

Value$297.0K (+$37.6K)

Filed 2026-10-15

Ashton Thomas Private Wealth, LLC

INCREASED

Shares4,459 from 4,414

Change+45 (+1%)

Value$288.9K (+$39.1K)

Filed 2026-11-03

Millennium Capital Advisors, LLC

INCREASED

Shares4,337 from 4,333

Change+4 (+0%)

Value$281.0K (+$35.8K)

Filed 2026-10-16

Councilor Wealth, LLC

INCREASED

Shares4,237 from 4,219

Change+18 (+0%)

Value$274.6K (+$35.8K)

Filed 2026-10-09

Rosenberg Matthew Hamilton

DECREASED

Shares4,236 from 4,243

Change-7 (0%)

Value$274.5K (+$34.4K)

Filed 2026-10-05

Lodestar Private Asset Management LLC

UNCHANGED

Shares4,148 from 4,148

Change0 (0%)

Value$268.8K (+$34.1K)

Filed 2026-10-26

Lantz Financial LLC

UNCHANGED

Shares4,140 from 4,140

Change0 (0%)

Value$268.3K (+$34.0K)

Filed 2026-10-15

Montecito Bank & Trust

INCREASED

Shares4,126 from 3,826

Change+300 (+8%)

Value$267.4K (+$50.9K)

Filed 2026-10-01

Prospera Financial Services Inc

DECREASED

Shares4,050 from 19,102

Change-15,052 (-79%)

Value$299.1K (-$782.4K)

Filed 2026-11-04

Simplex Trading, LLC

NEW

Shares3,995

Change+3,995

Value$258.9K

Filed 2026-11-04

Nearside Advisors, LLC

NEW

Shares3,867

Change+3,867

Value$250.6K

Filed 2026-10-20

Summit Financial Wealth Advisors, LLC

UNCHANGED

Shares3,862 from 3,862

Change0 (0%)

Value$250.3K (+$31.7K)

Filed 2026-10-15

Kingswood Wealth Advisors, LLC

DECREASED

Shares3,842 from 3,862

Change-20 (-1%)

Value$249.0K (+$30.4K)

Filed 2026-10-23

Hubbell Strickland Wealth Management, LLC

DECREASED

Shares3,815 from 3,977

Change-162 (-4%)

Value$247.2K (+$22.1K)

Filed 2026-10-29

Prime Capital Investment Advisors, LLC

UNCHANGED

Shares3,711 from 3,711

Change0 (0%)

Value$240.5K (+$30.5K)

Filed 2026-10-20

Aspiriant, LLC

UNCHANGED

Shares3,654 from 3,654

Change0 (0%)

Value$236.8K (+$30.0K)

Filed 2026-10-16

Milestone Asset Management Group, LLC

DECREASED

Shares3,648 from 3,708

Change-60 (-2%)

Value$236.4K (+$26.6K)

Filed 2026-10-20

Trilogy Capital Inc.

DECREASED

Shares3,639 from 4,386

Change-747 (-17%)

Value$235.8K (-$12.4K)

Filed 2026-10-20

Clear Creek Financial Management, LLC

DECREASED

Shares3,572 from 3,623

Change-51 (-1%)

Value$231.5K (+$26.4K)

Filed 2026-10-28

Sprinkle Financial Consultants LLC

NEW

Shares3,535

Change+3,535

Value$229.1K

Filed 2026-10-09

Fifth Third Bancorp

DECREASED

Shares3,397 from 3,924

Change-527 (-13%)

Value$220.1K (-$1.9K)

Filed 2026-11-05

Fifth Third Securities, Inc.

NEW

Shares3,349

Change+3,349

Value$217.0K

Filed 2026-10-21

AGP Franklin, LLC

NEW

Shares3,144

Change+3,144

Value$203.7K

Filed 2026-11-04

Atlas Private Wealth Advisors

NEW

Shares3,120

Change+3,120

Value$202.2K

Filed 2026-10-23

D.A. Davidson & Co.

NEW

Shares3,095

Change+3,095

Value$200.6K

Filed 2026-10-28

Investors Research Corp

UNCHANGED

Shares3,050 from 3,050

Change0 (0%)

Value$197.6K (+$25.0K)

Filed 2026-10-07

Parallel Advisors, LLC

INCREASED

Shares3,047 from 1,648

Change+1,399 (+85%)

Value$197.4K (+$104.2K)

Filed 2026-11-03

Citigroup Inc

INCREASED

Shares2,686 from 2,384

Change+302 (+13%)

Value$174.1K (+$39.1K)

Filed 2026-11-04

CoreCap Advisors, LLC

DECREASED

Shares2,667 from 104,254

Change-101,587 (-97%)

Value$172.8K (-$5.7M)

Filed 2026-10-08

Quest 10 Wealth Builders, Inc.

DECREASED

Shares2,286 from 2,482

Change-196 (-8%)

Value$148.1K (+$7.7K)

Filed 2026-11-02

Capital Investment Advisory Services, LLC

INCREASED

Shares2,046 from 1,471

Change+575 (+39%)

Value$132.6K (+$49.3K)

Filed 2026-10-30

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares1,903 from 1,903

Change0 (0%)

Value$123.3K (+$15.6K)

Filed 2026-10-26

Spire Wealth Management

DECREASED

Shares1,596 from 5,988

Change-4,392 (-73%)

Value$103.4K (-$235.4K)

Filed 2026-10-30

Golden State Wealth Management, LLC

INCREASED

Shares1,594 from 1,511

Change+83 (+5%)

Value$103.3K (+$17.8K)

Filed 2026-11-02

Mainstream Capital Management LLC

NEW

Shares1,551

Change+1,551

Value$100.5K

Filed 2026-10-23

US Bancorp \de\

UNCHANGED

Shares1,247 from 1,247

Change0 (0%)

Value$80.8K (+$10.2K)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares1,204 from 1,383

Change-179 (-13%)

Value$78.0K (-$245)

Filed 2026-10-16

Rossby Financial, LCC

NEW

Shares1,186

Change+1,186

Value$76.9K

Filed 2026-11-05

Atlantic Edge Private Wealth Management, LLC

UNCHANGED

Shares1,140 from 1,140

Change0 (0%)

Value$73.9K (+$9.4K)

Filed 2026-10-20

Triumph Capital Management

UNCHANGED

Shares1,125 from 1,125

Change0 (0%)

Value$72.9K (+$9.2K)

Filed 2026-10-14

Signaturefd, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$71.3K (+$9.0K)

Filed 2026-10-23

Larson Financial Group LLC

INCREASED

Shares1,090 from 1,087

Change+3 (+0%)

Value$70.7K (+$9.1K)

Filed 2026-11-05

Three Bridge Wealth Advisors, LLC

NEW

Shares1,000

Change+1,000

Value$64.8K

Filed 2026-11-05

Financial Management Professionals, Inc.

UNCHANGED

Shares505 from 505

Change0 (0%)

Value$32.7K (+$4.1K)

Filed 2026-10-23

TD Waterhouse Canada Inc.

UNCHANGED

Shares501 from 501

Change0 (0%)

Value$33.1K (+$4.9K)

Filed 2026-10-16

Parkside Financial Bank & Trust

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$32.4K (+$4.1K)

Filed 2026-10-27

Phillips Financial Management, LLC

UNCHANGED

Shares457 from 457

Change0 (0%)

Value$29.6K (+$3.8K)

Filed 2026-10-19

UNCHANGED

Shares425 from 425

Change0 (0%)

Value$27.5K (+$3.5K)

Filed 2026-10-23

RMG Wealth Management LLC

UNCHANGED

Shares418 from 418

Change0 (0%)

Value$29.6K (+$2.5K)

Filed 2026-10-26

NBT Bank, N.A.

UNCHANGED

Shares372 from 372

Change0 (0%)

Value$24.1K (+$3.1K)

Filed 2026-10-21

Assetmark, Inc

UNCHANGED

Shares364 from 364

Change0 (0%)

Value$23.6K (+$3.0K)

Filed 2026-10-21

North Star Investment Management Corp.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$19.4K (+$2.5K)

Filed 2026-10-27

Physician Wealth Advisors, Inc.

INCREASED

Shares297 from 296

Change+1 (+0%)

Value$19.3K (+$2.5K)

Filed 2026-10-20

Balance Wealth Partners LLC

NEW

Shares287

Change+287

Value$18.6K

Filed 2026-10-27

CX Institutional

INCREASED

Shares239 from 237

Change+2 (+1%)

Value$15 (+$2)

Filed 2026-10-02

Independence Bank of Kentucky

UNCHANGED

Shares228 from 228

Change0 (0%)

Value$14.8K (+$1.9K)

Filed 2026-10-26

Tsfg, LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$15 (+$2)

Filed 2026-10-23

Gamma Investing LLC

UNCHANGED

Shares209 from 209

Change0 (0%)

Value$13.5K (+$1.7K)

Filed 2026-10-08

Vermillion Wealth Management, Inc.

INCREASED

Shares206 from 205

Change+1 (+0%)

Value$13.4K (+$1.8K)

Filed 2026-10-26

Versant Capital Management, Inc

UNCHANGED

Shares128 from 128

Change0 (0%)

Value$8.3K (+$1.1K)

Filed 2026-10-02

Armstrong Advisory Group, Inc

INCREASED

Shares112 from 104

Change+8 (+8%)

Value$7.2K (+$1.4K)

Filed 2026-10-09

Montgomery Financial Services LLC

UNCHANGED

Shares103 from 103

Change0 (0%)

Value$6.7K (+$881)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares102

Change+102

Value$6.6K

Filed 2026-10-30

Capital Investment Counsel, Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.5K (+$821)

Filed 2026-10-20

Signature Equity Partners, LLC

INCREASED

Shares81 from 80

Change+1 (+1%)

Value$5.2K (+$687)

Filed 2026-10-29

Brown, Lisle Ings, Inc.

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$4.8K (+$607)

Filed 2026-10-16

Gilpin Wealth Management, LLC

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$4.5K (+$567)

Filed 2026-10-09

First Bancorp, Inc

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$4.3K (+$542)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$3.9K (+$494)

Filed 2026-11-04

Valley Wealth Managers, Inc.

DECREASED

Shares45 from 139

Change-94 (-68%)

Value$2.9K (-$5.0K)

Filed 2026-10-09

Private Trust Co NA

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$1.3K (+$164)

Filed 2026-10-20

Concord Wealth Partners

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.1K (+$140)

Filed 2026-11-02

Valley National Advisers Inc

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.1K (+$139)

Filed 2026-10-23

Retirement Wealth Solutions LLC

DECREASED

Shares13 from 15

Change-2 (-13%)

Value$821 (-$2)

Filed 2026-10-07

Kroeger Financial Partners

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$65 (+$8)

Filed 2026-10-19

Eddie Patel Inc

CLOSED

Shares0 from 19,783

Change-19,783 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-02

Balboa Wealth Partners

CLOSED

Shares0 from 18,305

Change-18,305 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-20

Avior Wealth Management, LLC

CLOSED

Shares0 from 17,365

Change-17,365 (-100%)

Value$0 (-$982.7K)

Filed 2026-10-13

Virtue Capital Management, LLC

CLOSED

Shares0 from 10,059

Change-10,059 (-100%)

Value$0 (-$569.2K)

Filed 2026-10-29

Cadent Capital Advisors, LLC

CLOSED

Shares0 from 8,695

Change-8,695 (-100%)

Value$0 (-$492.0K)

Filed 2026-10-09

Focused Alpha, LLC

CLOSED

Shares0 from 3,826

Change-3,826 (-100%)

Value$0 (-$216.5K)

Filed 2026-10-20

Farmers & Merchants Investments Inc

CLOSED

Shares0 from 1,208

Change-1,208 (-100%)

Value$0 (-$68.4K)

Filed 2026-10-22

Salem Investment Counselors Inc

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$8.5K)

Filed 2026-10-13

Founders Capital Management

CLOSED

Shares0 from 144

Change-144 (-100%)

Value$0 (-$8.1K)

Filed 2026-10-13

Mountain Hill Investment Partners Corp.

CLOSED

Shares0 from 91

Change-91 (-100%)

Value$0 (-$5.1K)

Filed 2026-10-23

Morgan Stanley

N/A

Shares— from 1,776,177

Change-1,776,177 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 1,567,303

Change-1,567,303 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,050,052

Change-1,050,052 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 895,697

Change-895,697 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 735,680

Change-735,680 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 671,026

Change-671,026 (-100%)

Value—

UBS Group AG

N/A

Shares— from 594,593

Change-594,593 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 325,427

Change-325,427 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 311,726

Change-311,726 (-100%)

Value—

Camarda Financial Advisors, LLC

N/A

Shares— from 239,220

Change-239,220 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 178,824

Change-178,824 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 172,521

Change-172,521 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 161,359

Change-161,359 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 138,928

Change-138,928 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 133,593

Change-133,593 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 133,367

Change-133,367 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 123,622

Change-123,622 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 123,263

Change-123,263 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 107,005

Change-107,005 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 98,658

Change-98,658 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 86,261

Change-86,261 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 85,978

Change-85,978 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 75,856

Change-75,856 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 73,854

Change-73,854 (-100%)

Value—

Zurich Insurance Group Ltd

N/A

Shares— from 71,700

Change-71,700 (-100%)

Value—

Sumitomo Mitsui Financial Group, Inc.

N/A

Shares— from 56,691

Change-56,691 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 54,785

Change-54,785 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 53,335

Change-53,335 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 53,256

Change-53,256 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 49,452

Change-49,452 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 48,862

Change-48,862 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 48,772

Change-48,772 (-100%)

Value—

Biondo Investment Advisors, LLC

N/A

Shares— from 47,234

Change-47,234 (-100%)

Value—

Counterweight Ventures, LLC

N/A

Shares— from 45,886

Change-45,886 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 45,641

Change-45,641 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 45,030

Change-45,030 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 41,234

Change-41,234 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 40,973

Change-40,973 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 40,940

Change-40,940 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 40,417

Change-40,417 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 39,354

Change-39,354 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 38,505

Change-38,505 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 38,071

Change-38,071 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 37,731

Change-37,731 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 35,077

Change-35,077 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 29,900

Change-29,900 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 28,690

Change-28,690 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 28,337

Change-28,337 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 27,904

Change-27,904 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 26,665

Change-26,665 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 26,371

Change-26,371 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 24,019

Change-24,019 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 23,926

Change-23,926 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 22,459

Change-22,459 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 21,485

Change-21,485 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 20,359

Change-20,359 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 19,594

Change-19,594 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 19,268

Change-19,268 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 18,130

Change-18,130 (-100%)

Value—

Brendel Financial Advisors LLC

N/A

Shares— from 17,948

Change-17,948 (-100%)

Value—

Liberty Wealth Management LLC

N/A

Shares— from 17,773

Change-17,773 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 17,389

Change-17,389 (-100%)

Value—

LEE Johnson Capital Management, LLC

N/A

Shares— from 16,718

Change-16,718 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 16,256

Change-16,256 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 16,241

Change-16,241 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 15,849

Change-15,849 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 15,228

Change-15,228 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 14,117

Change-14,117 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 13,675

Change-13,675 (-100%)

Value—

Kesler, Norman & Wride, LLC

N/A

Shares— from 13,249

Change-13,249 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 12,704

Change-12,704 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,205

Change-12,205 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 11,408

Change-11,408 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 11,231

Change-11,231 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11,181

Change-11,181 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 11,124

Change-11,124 (-100%)

Value—

Concord Investment Counsel Inc.

N/A

Shares— from 10,857

Change-10,857 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 10,550

Change-10,550 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 10,250

Change-10,250 (-100%)

Value—

Yukon Wealth Management, Inc.

N/A

Shares— from 9,973

Change-9,973 (-100%)

Value—

Simmons Bank

N/A

Shares— from 8,741

Change-8,741 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 8,710

Change-8,710 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 8,285

Change-8,285 (-100%)

Value—

Symphony Financial Services, Inc.

N/A

Shares— from 8,283

Change-8,283 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 8,201

Change-8,201 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 8,150

Change-8,150 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 8,146

Change-8,146 (-100%)

Value—

FMR LLC

N/A

Shares— from 7,774

Change-7,774 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 7,505

Change-7,505 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 7,409

Change-7,409 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 7,229

Change-7,229 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 7,180

Change-7,180 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 7,161

Change-7,161 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 7,148

Change-7,148 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 7,100

Change-7,100 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 6,902

Change-6,902 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 6,657

Change-6,657 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 6,633

Change-6,633 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 6,450

Change-6,450 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 6,136

Change-6,136 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 5,931

Change-5,931 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 5,868

Change-5,868 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 5,844

Change-5,844 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 5,765

Change-5,765 (-100%)

Value—

Mitchell Mcleod Pugh & Williams Inc

N/A

Shares— from 5,715

Change-5,715 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,559

Change-5,559 (-100%)

Value—

Daybright Advisory Services, Inc.

N/A

Shares— from 5,543

Change-5,543 (-100%)

Value—

Next Capital Management LLC

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 5,250

Change-5,250 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 4,565

Change-4,565 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 4,480

Change-4,480 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 4,447

Change-4,447 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 4,436

Change-4,436 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 4,227

Change-4,227 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 4,224

Change-4,224 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 4,188

Change-4,188 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 4,112

Change-4,112 (-100%)

Value—

Greenwich Wealth Management LLC

N/A

Shares— from 4,110

Change-4,110 (-100%)

Value—

EQ LLC

N/A

Shares— from 4,095

Change-4,095 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 3,952

Change-3,952 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 3,932

Change-3,932 (-100%)

Value—

&partners

N/A

Shares— from 3,808

Change-3,808 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 3,755

Change-3,755 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 3,074

Change-3,074 (-100%)

Value—

Blair William & Co

N/A

Shares— from 3,057

Change-3,057 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 2,905

Change-2,905 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,318

Change-2,318 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 2,234

Change-2,234 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 2,080

Change-2,080 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,910

Change-1,910 (-100%)

Value—

Matrix Private Capital Group LLC

N/A

Shares— from 1,890

Change-1,890 (-100%)

Value—

Index Technologies Group LLC

N/A

Shares— from 1,694

Change-1,694 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,575

Change-1,575 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 1,553

Change-1,553 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 1,514

Change-1,514 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 1,433

Change-1,433 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,229

Change-1,229 (-100%)

Value—

Paladin Advisory Group, LLC

N/A

Shares— from 1,025

Change-1,025 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 997

Change-997 (-100%)

Value—

Bravera Wealth

N/A

Shares— from 932

Change-932 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 866

Change-866 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 849

Change-849 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 831

Change-831 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 692

Change-692 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 640

Change-640 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 535

Change-535 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 527

Change-527 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 515

Change-515 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 500

Change-500 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 480

Change-480 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 476

Change-476 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 468

Change-468 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 432

Change-432 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 423

Change-423 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 310

Change-310 (-100%)

Value—

New Republic Capital, LLC

N/A

Shares— from 294

Change-294 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 260

Change-260 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 240

Change-240 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 219

Change-219 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 210

Change-210 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 200

Change-200 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 196

Change-196 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 185

Change-185 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 132

Change-132 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 115

Change-115 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 106

Change-106 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 97

Change-97 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 84

Change-84 (-100%)

Value—

Minot DeBlois Advisors LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 39

Change-39 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 5

Change-5 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5

Change-5 (-100%)

Value—

Aristotle Capital Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Three Seasons Wealth, LLC	DECREASED	327,199	337,812	-10,613	-3%	$19.1M	$21.2M	+$2.1M	2026-11-03
Summit Financial Consulting LLC	INCREASED	135,494	131,435	+4,059	+3%	$7.4M	$8.8M	+$1.3M	2026-10-15
AMG National Trust Bank	DECREASED	101,957	103,852	-1,895	-2%	$5.9M	$6.6M	+$729.8K	2026-11-05
Bright Rock Capital Management, LLC	UNCHANGED	100,000	100,000	0	0%	$5.7M	$6.5M	+$821.0K	2026-10-05
Cambridge Investment Research Advisors, Inc.	DECREASED	95,064	127,315	-32,251	-25%	$7.2M	$6.2K	-$7.2M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	94,124	96,022	-1,898	-2%	$5.4M	$6.1M	+$665.4K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	73,221	43,048	+30,173	+70%	$2.5M	$5.0M	+$2.5M	2026-10-13
Kestra Advisory Services, LLC	INCREASED	72,287	63,448	+8,839	+14%	$3.6M	$4.7M	+$1.1M	2026-11-02
Truist Financial Corp	INCREASED	69,984	67,450	+2,534	+4%	$3.8M	$4.5M	+$718.0K	2026-10-30
J.W. Cole Advisors, Inc.	DECREASED	56,167	56,210	-43	0%	$3.2M	$3.6M	+$458.7K	2026-11-05
Advisortrust Partners, LLC	INCREASED	54,867	53,884	+983	+2%	$3.0M	$3.6M	+$506.1K	2026-11-02
Gerald Baker Financial Group LLC	DECREASED	53,341	53,521	-180	0%	$3.0M	$3.5M	+$427.7K	2026-10-09
Artesa Financial Group, LLC	INCREASED	48,413	48,308	+105	+0%	$2.7M	$3.1M	+$403.5K	2026-10-29
Avidian Wealth Enterprises, LLC	INCREASED	42,501	42,340	+161	+0%	$2.4M	$2.8M	+$358.0K	2026-10-08
First Citizens Financial Corp	DECREASED	35,451	35,636	-185	-1%	$2.0M	$2.3M	+$280.6K	2026-10-02
Wealthstar Advisors, LLC	DECREASED	34,757	35,097	-340	-1%	$2.0M	$2.3M	+$266.1K	2026-10-19
Creative Planning	DECREASED	29,047	30,207	-1,160	-4%	$1.7M	$1.9M	+$172.8K	2026-11-02
Heartwood Wealth Advisors LLC	DECREASED	28,267	28,722	-455	-2%	$1.6M	$1.8M	+$206.3K	2026-10-05
True Freedom Investing, LLC	NEW	27,991	—	+27,991	—	—	$1.8M	—	2026-10-29
Forte Asset Management LLC	DECREASED	26,570	45,786	-19,216	-42%	$2.6M	$1.7M	-$869.3K	2026-10-13
Csenge Advisory Group	INCREASED	25,196	24,304	+892	+4%	$1.4M	$1.6M	+$257.4K	2026-11-04
Foundation Wealth Management, LLC	DECREASED	25,085	25,534	-449	-2%	$1.4M	$1.6M	+$180.7K	2026-10-22
Crestwood Advisors Group, LLC	DECREASED	24,759	25,281	-522	-2%	$1.4M	$1.6M	+$173.8K	2026-10-27
Ballew Advisors, Inc	DECREASED	23,960	25,691	-1,731	-7%	$1.5M	$1.6M	+$128.6K	2026-10-05
Allen Investment Management, LLC	UNCHANGED	23,562	23,562	0	0%	$1.3M	$1.5M	+$192.5K	2026-11-03
Rockland Trust Co	DECREASED	22,327	22,566	-239	-1%	$1.3M	$1.4M	+$169.8K	2026-10-05
Northwest Wealth Advisors, LLC	INCREASED	22,102	14,350	+7,752	+54%	$812.1K	$1.4M	+$620.1K	2026-11-02
Pinkerton Wealth, LLC	NEW	22,098	—	+22,098	—	—	$1.4M	—	2026-10-29
Asempa Wealth Advisors	DECREASED	20,674	22,356	-1,682	-8%	$1.3M	$1.4M	+$99.0K	2026-10-07
Commonwealth Retirement Investments LLC	UNCHANGED	20,141	20,141	0	0%	$1.1M	$1.3M	+$165.4K	2026-10-26
Wealth Management Partners, LLC	DECREASED	19,855	20,133	-278	-1%	$1.1M	$1.3M	+$147.3K	2026-10-21
Cottonwood Capital Advisors, LLC	DECREASED	19,737	19,929	-192	-1%	$1.1M	$1.3M	+$151.2K	2026-10-20
AK Global Asset Management, LLC	UNCHANGED	18,832	18,832	0	0%	$3.1M	$3.2M	+$102.8K	2026-10-27
Ironwood Financial, llc	DECREASED	14,289	14,377	-88	-1%	$866.5K	$925.9K	+$59.4K	2026-10-20
Founders Financial Securities LLC	DECREASED	13,762	14,133	-371	-3%	$799.8K	$891.8K	+$92.0K	2026-10-28
Blue Trust, Inc.	UNCHANGED	13,716	13,716	0	0%	$776.2K	$888.8K	+$112.6K	2026-10-15
Grove Bank & Trust	UNCHANGED	13,608	13,608	0	0%	$770.1K	$881.8K	+$111.7K	2026-10-08
Signature Estate & Investment Advisors LLC	INCREASED	13,159	9,093	+4,066	+45%	$514.6K	$852.7K	+$338.1K	2026-10-13
Buck Wealth Strategies, LLC	DECREASED	12,971	13,126	-155	-1%	$742.8K	$840.5K	+$97.8K	2026-10-28
Y-Intercept (Hong Kong) Ltd	NEW	11,809	—	+11,809	—	—	$765.2K	—	2026-10-16
Fort Washington Investment Advisors Inc	UNCHANGED	11,700	11,700	0	0%	$662.1K	$758.2K	+$96.1K	2026-10-15
Davenport & Co LLC	DECREASED	11,675	13,273	-1,598	-12%	$751.1K	$756.5K	+$5.4K	2026-10-14
Strategic Blueprint, LLC	DECREASED	11,179	11,278	-99	-1%	$638.2K	$724.4K	+$86.2K	2026-10-22
Bernardo Wealth Planning LLC	INCREASED	10,358	5,179	+5,179	+100%	$293.1K	$671.3K	+$378.2K	2026-10-23
Grimes & Co Wealth Management, LLC	INCREASED	10,325	9,590	+735	+8%	$542.7K	$669.1K	+$126.3K	2026-10-29
Retirement Planning Group, LLC	DECREASED	9,959	10,113	-154	-2%	$572.3K	$645.3K	+$73.0K	2026-10-19
CrossGen Wealth, LLC	INCREASED	9,333	9,322	+11	+0%	$527.5K	$604.8K	+$77.2K	2026-10-30
Integrity Alliance, Llc.	NEW	9,189	—	+9,189	—	—	$595.4K	—	2026-10-29
Meridian Wealth Management, LLC	INCREASED	9,046	9,038	+8	+0%	$511.5K	$586.2K	+$74.7K	2026-11-05
Narwhal Capital Management	UNCHANGED	8,825	8,825	0	0%	$499.4K	$571.9K	+$72.5K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	8,761	13,763	-5,002	-36%	$778.9K	$567.7K	-$211.2K	2026-10-08
MCF Advisors LLC	UNCHANGED	8,336	8,336	0	0%	$471.7K	$540.2K	+$68.4K	2026-10-28
True Private Wealth Advisors	DECREASED	8,206	8,207	-1	0%	$464.4K	$531.8K	+$67.4K	2026-10-19
Magnus Financial Group LLC	UNCHANGED	7,996	7,996	0	0%	$452.5K	$518.1K	+$65.6K	2026-10-21
Thrivent Financial for Lutherans	DECREASED	7,639	8,011	-372	-5%	$453.0K	$495.0K	+$42.0K	2026-11-05
AlphaCore Capital LLC	DECREASED	7,525	7,768	-243	-3%	$439.6K	$487.6K	+$48.0K	2026-11-04
Capital Investment Advisors, LLC	INCREASED	7,361	7,350	+11	+0%	$415.9K	$477.0K	+$61.1K	2026-10-22
Lakeshore Capital Group, Inc.	INCREASED	7,061	6,850	+211	+3%	$387.7K	$457.6K	+$69.9K	2026-10-20
Pekin Hardy Strauss, Inc.	INCREASED	7,007	6,861	+146	+2%	$388.3K	$454.1K	+$65.8K	2026-11-02
Clearwave Capital, LLC	INCREASED	6,981	6,960	+21	+0%	$393.9K	$452.4K	+$58.5K	2026-10-27
Chemistry Wealth Management LLC	UNCHANGED	6,976	6,976	0	0%	$394.8K	$452.0K	+$57.3K	2026-10-16
Lazari Capital Management, Inc.	UNCHANGED	6,950	6,950	0	0%	$393.3K	$450.4K	+$57.1K	2026-10-20
Kestra Private Wealth Services, LLC	DECREASED	6,929	6,954	-25	0%	$393.5K	$449.0K	+$55.5K	2026-10-30
Chicago Partners Investment Group LLC	DECREASED	6,892	7,779	-887	-11%	$491.9K	$502.6K	+$10.7K	2026-10-27
Concurrent Investment Advisors, LLC	NEW	6,575	—	+6,575	—	—	$426.1K	—	2026-10-16
International Assets Investment Management, LLC	INCREASED	6,399	2,182	+4,217	+193%	$122.8K	$422.2K	+$299.4K	2026-11-02
Griffin Asset Management, Inc.	INCREASED	6,154	6,087	+67	+1%	$344.5K	$398.8K	+$54.3K	2026-10-22
Appleton Partners Inc	UNCHANGED	6,089	6,089	0	0%	$345.0K	$395	-$344.6K	2026-10-30
Adirondack Capital Advisors, LLC	UNCHANGED	6,060	6,060	0	0%	$342.9K	$392.7K	+$49.8K	2026-10-09
Cassaday & Co Wealth Management LLC	UNCHANGED	5,888	5,888	0	0%	$333.2K	$381.5K	+$48.3K	2026-10-27
Financial Partners Group, Inc	INCREASED	5,834	5,800	+34	+1%	$328.2K	$378.1K	+$49.8K	2026-10-19
Independent Financial Group, LLC	NEW	5,708	—	+5,708	—	—	$369.9K	—	2026-10-13
Promethium Advisors,llc	UNCHANGED	5,670	5,670	0	0%	$320.9K	$367.4K	+$46.6K	2026-10-19
Sigma Planning Corp	DECREASED	5,628	5,759	-131	-2%	$325.9K	$335.8K	+$9.9K	2026-10-23
Brookstone Capital Management	DECREASED	5,521	8,449	-2,928	-35%	$478.2K	$357.8K	-$120.4K	2026-10-22
Christensen, King & Associates Investment Services, Inc.	INCREASED	5,342	4,319	+1,023	+24%	$244.4K	$346.2K	+$101.7K	2026-10-22
Kraft, Davis & Associates, LLC	UNCHANGED	5,315	5,315	0	0%	$312.5K	$380.0K	+$67.5K	2026-10-21
Citizens Financial Group Inc	NEW	5,017	—	+5,017	—	—	$325.1K	—	2026-10-23
First Citizens Bank & Trust Co	UNCHANGED	5,000	5,000	0	0%	$283.0K	$324.0K	+$41.1K	2026-10-14
Global Financial Private Client, LLC	UNCHANGED	4,968	4,968	0	0%	$281.1K	$321.9K	+$40.8K	2026-10-15
Montag A & Associates Inc	UNCHANGED	4,925	4,925	0	0%	$278.7K	$319.1K	+$40.4K	2026-10-29
Apollon Wealth Management, LLC	DECREASED	4,911	5,023	-112	-2%	$284.3K	$318.2K	+$33.9K	2026-10-23
Allegheny Financial Group	DECREASED	4,881	4,934	-53	-1%	$279.3K	$316.3K	+$37.0K	2026-11-05
Asset One Wealth Management LLC	DECREASED	4,866	4,892	-26	-1%	$293.6K	$315.3K	+$21.7K	2026-11-02
Legacy Wealth Partners, LLC	UNCHANGED	4,583	4,583	0	0%	$259.4K	$297.0K	+$37.6K	2026-10-15
Ashton Thomas Private Wealth, LLC	INCREASED	4,459	4,414	+45	+1%	$249.8K	$288.9K	+$39.1K	2026-11-03
Millennium Capital Advisors, LLC	INCREASED	4,337	4,333	+4	+0%	$245.2K	$281.0K	+$35.8K	2026-10-16
Councilor Wealth, LLC	INCREASED	4,237	4,219	+18	+0%	$238.8K	$274.6K	+$35.8K	2026-10-09
Rosenberg Matthew Hamilton	DECREASED	4,236	4,243	-7	0%	$240.1K	$274.5K	+$34.4K	2026-10-05
Lodestar Private Asset Management LLC	UNCHANGED	4,148	4,148	0	0%	$234.7K	$268.8K	+$34.1K	2026-10-26
Lantz Financial LLC	UNCHANGED	4,140	4,140	0	0%	$234.3K	$268.3K	+$34.0K	2026-10-15
Montecito Bank & Trust	INCREASED	4,126	3,826	+300	+8%	$216.5K	$267.4K	+$50.9K	2026-10-01
Prospera Financial Services Inc	DECREASED	4,050	19,102	-15,052	-79%	$1.1M	$299.1K	-$782.4K	2026-11-04
Simplex Trading, LLC	NEW	3,995	—	+3,995	—	—	$258.9K	—	2026-11-04
Nearside Advisors, LLC	NEW	3,867	—	+3,867	—	—	$250.6K	—	2026-10-20
Summit Financial Wealth Advisors, LLC	UNCHANGED	3,862	3,862	0	0%	$218.6K	$250.3K	+$31.7K	2026-10-15
Kingswood Wealth Advisors, LLC	DECREASED	3,842	3,862	-20	-1%	$218.5K	$249.0K	+$30.4K	2026-10-23
Hubbell Strickland Wealth Management, LLC	DECREASED	3,815	3,977	-162	-4%	$225.0K	$247.2K	+$22.1K	2026-10-29
Prime Capital Investment Advisors, LLC	UNCHANGED	3,711	3,711	0	0%	$210.0K	$240.5K	+$30.5K	2026-10-20
Aspiriant, LLC	UNCHANGED	3,654	3,654	0	0%	$206.8K	$236.8K	+$30.0K	2026-10-16
Milestone Asset Management Group, LLC	DECREASED	3,648	3,708	-60	-2%	$209.8K	$236.4K	+$26.6K	2026-10-20
Trilogy Capital Inc.	DECREASED	3,639	4,386	-747	-17%	$248.2K	$235.8K	-$12.4K	2026-10-20
Clear Creek Financial Management, LLC	DECREASED	3,572	3,623	-51	-1%	$205.0K	$231.5K	+$26.4K	2026-10-28
Sprinkle Financial Consultants LLC	NEW	3,535	—	+3,535	—	—	$229.1K	—	2026-10-09
Fifth Third Bancorp	DECREASED	3,397	3,924	-527	-13%	$222.1K	$220.1K	-$1.9K	2026-11-05
Fifth Third Securities, Inc.	NEW	3,349	—	+3,349	—	—	$217.0K	—	2026-10-21
AGP Franklin, LLC	NEW	3,144	—	+3,144	—	—	$203.7K	—	2026-11-04
Atlas Private Wealth Advisors	NEW	3,120	—	+3,120	—	—	$202.2K	—	2026-10-23
D.A. Davidson & Co.	NEW	3,095	—	+3,095	—	—	$200.6K	—	2026-10-28
Investors Research Corp	UNCHANGED	3,050	3,050	0	0%	$172.6K	$197.6K	+$25.0K	2026-10-07
Parallel Advisors, LLC	INCREASED	3,047	1,648	+1,399	+85%	$93.3K	$197.4K	+$104.2K	2026-11-03
Citigroup Inc	INCREASED	2,686	2,384	+302	+13%	$134.9K	$174.1K	+$39.1K	2026-11-04
CoreCap Advisors, LLC	DECREASED	2,667	104,254	-101,587	-97%	$5.9M	$172.8K	-$5.7M	2026-10-08
Quest 10 Wealth Builders, Inc.	DECREASED	2,286	2,482	-196	-8%	$140.5K	$148.1K	+$7.7K	2026-11-02
Capital Investment Advisory Services, LLC	INCREASED	2,046	1,471	+575	+39%	$83.2K	$132.6K	+$49.3K	2026-10-30
Glass Jacobson Investment Advisors llc	UNCHANGED	1,903	1,903	0	0%	$107.7K	$123.3K	+$15.6K	2026-10-26
Spire Wealth Management	DECREASED	1,596	5,988	-4,392	-73%	$338.9K	$103.4K	-$235.4K	2026-10-30
Golden State Wealth Management, LLC	INCREASED	1,594	1,511	+83	+5%	$85.5K	$103.3K	+$17.8K	2026-11-02
Mainstream Capital Management LLC	NEW	1,551	—	+1,551	—	—	$100.5K	—	2026-10-23
US Bancorp \de\	UNCHANGED	1,247	1,247	0	0%	$70.6K	$80.8K	+$10.2K	2026-11-05
IFP Advisors, Inc	DECREASED	1,204	1,383	-179	-13%	$78.3K	$78.0K	-$245	2026-10-16
Rossby Financial, LCC	NEW	1,186	—	+1,186	—	—	$76.9K	—	2026-11-05
Atlantic Edge Private Wealth Management, LLC	UNCHANGED	1,140	1,140	0	0%	$64.5K	$73.9K	+$9.4K	2026-10-20
Triumph Capital Management	UNCHANGED	1,125	1,125	0	0%	$63.7K	$72.9K	+$9.2K	2026-10-14
Signaturefd, LLC	UNCHANGED	1,100	1,100	0	0%	$62.2K	$71.3K	+$9.0K	2026-10-23
Larson Financial Group LLC	INCREASED	1,090	1,087	+3	+0%	$61.5K	$70.7K	+$9.1K	2026-11-05
Three Bridge Wealth Advisors, LLC	NEW	1,000	—	+1,000	—	—	$64.8K	—	2026-11-05
Financial Management Professionals, Inc.	UNCHANGED	505	505	0	0%	$28.6K	$32.7K	+$4.1K	2026-10-23
TD Waterhouse Canada Inc.	UNCHANGED	501	501	0	0%	$28.2K	$33.1K	+$4.9K	2026-10-16
Parkside Financial Bank & Trust	UNCHANGED	500	500	0	0%	$28.3K	$32.4K	+$4.1K	2026-10-27
Phillips Financial Management, LLC	UNCHANGED	457	457	0	0%	$25.9K	$29.6K	+$3.8K	2026-10-19
Register Financial Advisors LLC	UNCHANGED	425	425	0	0%	$24.1K	$27.5K	+$3.5K	2026-10-23
RMG Wealth Management LLC	UNCHANGED	418	418	0	0%	$27.1K	$29.6K	+$2.5K	2026-10-26
NBT Bank, N.A.	UNCHANGED	372	372	0	0%	$21.1K	$24.1K	+$3.1K	2026-10-21
Assetmark, Inc	UNCHANGED	364	364	0	0%	$20.6K	$23.6K	+$3.0K	2026-10-21
North Star Investment Management Corp.	UNCHANGED	300	300	0	0%	$17.0K	$19.4K	+$2.5K	2026-10-27
Physician Wealth Advisors, Inc.	INCREASED	297	296	+1	+0%	$16.8K	$19.3K	+$2.5K	2026-10-20
Balance Wealth Partners LLC	NEW	287	—	+287	—	—	$18.6K	—	2026-10-27
CX Institutional	INCREASED	239	237	+2	+1%	$13	$15	+$2	2026-10-02
Independence Bank of Kentucky	UNCHANGED	228	228	0	0%	$12.9K	$14.8K	+$1.9K	2026-10-26
Tsfg, LLC	UNCHANGED	225	225	0	0%	$13	$15	+$2	2026-10-23
Gamma Investing LLC	UNCHANGED	209	209	0	0%	$11.8K	$13.5K	+$1.7K	2026-10-08
Vermillion Wealth Management, Inc.	INCREASED	206	205	+1	+0%	$11.6K	$13.4K	+$1.8K	2026-10-26
Versant Capital Management, Inc	UNCHANGED	128	128	0	0%	$7.2K	$8.3K	+$1.1K	2026-10-02
Armstrong Advisory Group, Inc	INCREASED	112	104	+8	+8%	$5.9K	$7.2K	+$1.4K	2026-10-09
Montgomery Financial Services LLC	UNCHANGED	103	103	0	0%	$5.8K	$6.7K	+$881	2026-11-03
Provenance Wealth Advisors, LLC	NEW	102	—	+102	—	—	$6.6K	—	2026-10-30
Capital Investment Counsel, Inc	UNCHANGED	100	100	0	0%	$5.7K	$6.5K	+$821	2026-10-20
Signature Equity Partners, LLC	INCREASED	81	80	+1	+1%	$4.5K	$5.2K	+$687	2026-10-29
Brown, Lisle Ings, Inc.	UNCHANGED	74	74	0	0%	$4.2K	$4.8K	+$607	2026-10-16
Gilpin Wealth Management, LLC	UNCHANGED	69	69	0	0%	$3.9K	$4.5K	+$567	2026-10-09
First Bancorp, Inc	UNCHANGED	66	66	0	0%	$3.7K	$4.3K	+$542	2026-10-26
EverSource Wealth Advisors, LLC	UNCHANGED	60	60	0	0%	$3.4K	$3.9K	+$494	2026-11-04
Valley Wealth Managers, Inc.	DECREASED	45	139	-94	-68%	$7.9K	$2.9K	-$5.0K	2026-10-09
Private Trust Co NA	UNCHANGED	20	20	0	0%	$1.1K	$1.3K	+$164	2026-10-20
Concord Wealth Partners	UNCHANGED	17	17	0	0%	$962	$1.1K	+$140	2026-11-02
Valley National Advisers Inc	UNCHANGED	17	17	0	0%	$963	$1.1K	+$139	2026-10-23
Retirement Wealth Solutions LLC	DECREASED	13	15	-2	-13%	$823	$821	-$2	2026-10-07
Kroeger Financial Partners	UNCHANGED	1	1	0	0%	$57	$65	+$8	2026-10-19
Eddie Patel Inc	CLOSED	0	19,783	-19,783	-100%	$1.1M	$0	-$1.1M	2026-11-02
Balboa Wealth Partners	CLOSED	0	18,305	-18,305	-100%	$1.0M	$0	-$1.0M	2026-10-20
Avior Wealth Management, LLC	CLOSED	0	17,365	-17,365	-100%	$982.7K	$0	-$982.7K	2026-10-13
Virtue Capital Management, LLC	CLOSED	0	10,059	-10,059	-100%	$569.2K	$0	-$569.2K	2026-10-29
Cadent Capital Advisors, LLC	CLOSED	0	8,695	-8,695	-100%	$492.0K	$0	-$492.0K	2026-10-09
Focused Alpha, LLC	CLOSED	0	3,826	-3,826	-100%	$216.5K	$0	-$216.5K	2026-10-20
Farmers & Merchants Investments Inc	CLOSED	0	1,208	-1,208	-100%	$68.4K	$0	-$68.4K	2026-10-22
Salem Investment Counselors Inc	CLOSED	0	150	-150	-100%	$8.5K	$0	-$8.5K	2026-10-13
Founders Capital Management	CLOSED	0	144	-144	-100%	$8.1K	$0	-$8.1K	2026-10-13
Mountain Hill Investment Partners Corp.	CLOSED	0	91	-91	-100%	$5.1K	$0	-$5.1K	2026-10-23
Morgan Stanley	N/A	—	1,776,177	-1,776,177	-100%	$100.5M	—	—	—
Pgim Custom Harvest LLC	N/A	—	1,567,303	-1,567,303	-100%	$88.7M	—	—	—
Bank of America Corp	N/A	—	1,050,052	-1,050,052	-100%	$59.4M	—	—	—
Wells Fargo & Company	N/A	—	895,697	-895,697	-100%	$50.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	735,680	-735,680	-100%	$41.6M	—	—	—
LPL Financial LLC	N/A	—	671,026	-671,026	-100%	$38.0M	—	—	—
UBS Group AG	N/A	—	594,593	-594,593	-100%	$33.6M	—	—	—
Royal Bank of Canada	N/A	—	325,427	-325,427	-100%	$18.4M	—	—	—
Ameriprise Financial Inc	N/A	—	311,726	-311,726	-100%	$17.6M	—	—	—
Camarda Financial Advisors, LLC	N/A	—	239,220	-239,220	-100%	$13.5M	—	—	—
Marshall Wace, LLP	N/A	—	178,824	-178,824	-100%	$10.1M	—	—	—
Cetera Investment Advisers	N/A	—	172,521	-172,521	-100%	$9.8M	—	—	—
Raymond James Financial Inc	N/A	—	161,359	-161,359	-100%	$9.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	138,928	-138,928	-100%	$7.9M	—	—	—
HighTower Advisors, LLC	N/A	—	133,593	-133,593	-100%	$7.6M	—	—	—
Mariner, LLC	N/A	—	133,367	-133,367	-100%	$7.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	123,622	-123,622	-100%	$7.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	123,263	-123,263	-100%	$7.0M	—	—	—
Citadel Advisors LLC	N/A	—	107,005	-107,005	-100%	$6.1M	—	—	—
USA Financial Formulas	N/A	—	98,658	-98,658	-100%	$5.6M	—	—	—
JPMorgan Chase & Co	N/A	—	86,261	-86,261	-100%	$4.9M	—	—	—
Banco Santander, S.A.	N/A	—	85,978	-85,978	-100%	$4.9M	—	—	—
NewEdge Advisors, LLC	N/A	—	75,856	-75,856	-100%	$4.3M	—	—	—
MML Investors Services, LLC	N/A	—	73,854	-73,854	-100%	$4.2M	—	—	—
Zurich Insurance Group Ltd	N/A	—	71,700	-71,700	-100%	$4.1M	—	—	—
Sumitomo Mitsui Financial Group, Inc.	N/A	—	56,691	-56,691	-100%	$3.2M	—	—	—
BlackRock, Inc.	N/A	—	54,785	-54,785	-100%	$3.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	53,335	-53,335	-100%	$3.0M	—	—	—
Hilltop Holdings Inc.	N/A	—	53,256	-53,256	-100%	$3.0M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	49,452	-49,452	-100%	$2.8M	—	—	—
Tudor Investment Corp ET AL	N/A	—	48,862	-48,862	-100%	$2.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	48,772	-48,772	-100%	$2.8M	—	—	—
Biondo Investment Advisors, LLC	N/A	—	47,234	-47,234	-100%	$2.7M	—	—	—
Counterweight Ventures, LLC	N/A	—	45,886	-45,886	-100%	$2.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	45,641	-45,641	-100%	$2.6M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	45,030	-45,030	-100%	$2.5M	—	—	—
Flow Traders U.S. LLC	N/A	—	41,234	-41,234	-100%	$2.3M	—	—	—
Centaurus Financial, Inc.	N/A	—	40,973	-40,973	-100%	$2.3M	—	—	—
Allianz Asset Management GmbH	N/A	—	40,940	-40,940	-100%	$2.3M	—	—	—
Stifel Financial Corp	N/A	—	40,417	-40,417	-100%	$2.3M	—	—	—
Merit Financial Group, LLC	N/A	—	39,354	-39,354	-100%	$2.2M	—	—	—
Mutual Advisors, LLC	N/A	—	38,505	-38,505	-100%	$2.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	38,071	-38,071	-100%	$2.2M	—	—	—
Waterloo Capital, L.P.	N/A	—	37,731	-37,731	-100%	$2.1M	—	—	—
Quantinno Capital Management LP	N/A	—	35,077	-35,077	-100%	$2.0M	—	—	—
Two Sigma Investments, LP	N/A	—	29,900	-29,900	-100%	$1.7M	—	—	—
Private Advisor Group, LLC	N/A	—	28,690	-28,690	-100%	$1.6M	—	—	—
Captrust Financial Advisors	N/A	—	28,337	-28,337	-100%	$1.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	27,904	-27,904	-100%	$1.6M	—	—	—
Baird Financial Group, Inc.	N/A	—	26,665	-26,665	-100%	$1.5M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	26,371	-26,371	-100%	$1.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	24,019	-24,019	-100%	$1.4M	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	23,926	-23,926	-100%	$1.4M	—	—	—
Sanctuary Advisors, LLC	N/A	—	22,459	-22,459	-100%	$1.3M	—	—	—
IHT Wealth Management, LLC	N/A	—	21,485	-21,485	-100%	$1.2M	—	—	—
Ethos Financial Group, LLC	N/A	—	20,359	-20,359	-100%	$1.2M	—	—	—
Huntington National Bank	N/A	—	19,594	-19,594	-100%	$1.1M	—	—	—
KKM Financial LLC	N/A	—	19,268	-19,268	-100%	$1.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	18,130	-18,130	-100%	$1.0M	—	—	—
Brendel Financial Advisors LLC	N/A	—	17,948	-17,948	-100%	$1.0M	—	—	—
Liberty Wealth Management LLC	N/A	—	17,773	-17,773	-100%	$1.1M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	17,389	-17,389	-100%	$984.0K	—	—	—
LEE Johnson Capital Management, LLC	N/A	—	16,718	-16,718	-100%	$946.1K	—	—	—
Navellier & Associates Inc	N/A	—	16,256	-16,256	-100%	$919.9K	—	—	—
Cerity Partners LLC	N/A	—	16,241	-16,241	-100%	$919.1K	—	—	—
Arkadios Wealth Advisors	N/A	—	15,849	-15,849	-100%	$896.9K	—	—	—
Headlands Technologies LLC	N/A	—	15,228	-15,228	-100%	$861.8K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	14,117	-14,117	-100%	$798.9K	—	—	—
Harbour Investments, Inc.	N/A	—	13,675	-13,675	-100%	$773.9K	—	—	—
Kesler, Norman & Wride, LLC	N/A	—	13,249	-13,249	-100%	$749.8K	—	—	—
Tradition Wealth Management, LLC	N/A	—	12,704	-12,704	-100%	$718.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,205	-12,205	-100%	$690.7K	—	—	—
HRT Financial LP	N/A	—	11,408	-11,408	-100%	$645.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	11,231	-11,231	-100%	$635.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11,181	-11,181	-100%	$632.8K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	11,124	-11,124	-100%	$629.5K	—	—	—
Concord Investment Counsel Inc.	N/A	—	10,857	-10,857	-100%	$614.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	10,550	-10,550	-100%	$597.0K	—	—	—
Empirical Asset Management, LLC	N/A	—	10,250	-10,250	-100%	$580.0K	—	—	—
Yukon Wealth Management, Inc.	N/A	—	9,973	-9,973	-100%	$564.4K	—	—	—
Simmons Bank	N/A	—	8,741	-8,741	-100%	$494.7K	—	—	—
BFC Planning, Inc.	N/A	—	8,710	-8,710	-100%	$492.9K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	8,285	-8,285	-100%	$469.3K	—	—	—
Symphony Financial Services, Inc.	N/A	—	8,283	-8,283	-100%	$468.7K	—	—	—
Wealthspire Advisors, LLC	N/A	—	8,201	-8,201	-100%	$464.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	8,150	-8,150	-100%	$461.2K	—	—	—
Curi Capital, LLC	N/A	—	8,146	-8,146	-100%	$461.0K	—	—	—
FMR LLC	N/A	—	7,774	-7,774	-100%	$439.9K	—	—	—
Bank of Montreal	N/A	—	7,505	-7,505	-100%	$424.7K	—	—	—
Jane Street Group, LLC	N/A	—	7,409	-7,409	-100%	$419.3K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	7,229	-7,229	-100%	$409.1K	—	—	—
AE Wealth Management LLC	N/A	—	7,180	-7,180	-100%	$406.4K	—	—	—
Northern Trust Corp	N/A	—	7,161	-7,161	-100%	$405.2K	—	—	—
Dakota Wealth Management	N/A	—	7,148	-7,148	-100%	$404.5K	—	—	—
RWA Wealth Partners, LLC	N/A	—	7,100	-7,100	-100%	$401.8K	—	—	—
Cresset Asset Management, LLC	N/A	—	6,902	-6,902	-100%	$390.6K	—	—	—
Kilter Group LLC	N/A	—	6,657	-6,657	-100%	$376.7K	—	—	—
AQR Capital Management LLC	N/A	—	6,633	-6,633	-100%	$375.3K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	6,450	-6,450	-100%	$365.0K	—	—	—
MAI Capital Management	N/A	—	6,136	-6,136	-100%	$347.2K	—	—	—
Advisory Services Network, LLC	N/A	—	5,931	-5,931	-100%	$335.6K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	5,868	-5,868	-100%	$332.1K	—	—	—
First National Bank of Omaha	N/A	—	5,844	-5,844	-100%	$332.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	5,765	-5,765	-100%	$326.2K	—	—	—
Mitchell Mcleod Pugh & Williams Inc	N/A	—	5,715	-5,715	-100%	$323.4K	—	—	—
Arax Advisory Partners	N/A	—	5,559	-5,559	-100%	$314.6K	—	—	—
Daybright Advisory Services, Inc.	N/A	—	5,543	-5,543	-100%	$350.0K	—	—	—
Next Capital Management LLC	N/A	—	5,500	-5,500	-100%	$311.2K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	5,250	-5,250	-100%	$297.0K	—	—	—
Banque Cantonale Vaudoise	N/A	—	5,000	-5,000	-100%	$283.0K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	4,565	-4,565	-100%	$258.3K	—	—	—
Focus Partners Wealth	N/A	—	4,480	-4,480	-100%	$253.6K	—	—	—
Regal Investment Advisors LLC	N/A	—	4,447	-4,447	-100%	$251.7K	—	—	—
Belpointe Asset Management LLC	N/A	—	4,436	-4,436	-100%	$251.1K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	4,227	-4,227	-100%	$239.2K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	4,224	-4,224	-100%	$239.0K	—	—	—
Money Concepts Capital Corp	N/A	—	4,188	-4,188	-100%	$237.0K	—	—	—
Valmark Advisers, Inc.	N/A	—	4,112	-4,112	-100%	$232.7K	—	—	—
Greenwich Wealth Management LLC	N/A	—	4,110	-4,110	-100%	$233.0K	—	—	—
EQ LLC	N/A	—	4,095	-4,095	-100%	$231.7K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	3,952	-3,952	-100%	$223.7K	—	—	—
Composition Wealth, LLC	N/A	—	3,932	-3,932	-100%	$222.5K	—	—	—
&partners	N/A	—	3,808	-3,808	-100%	$215.5K	—	—	—
Summit Financial, LLC	N/A	—	3,755	-3,755	-100%	$212.5K	—	—	—
Financial Life Planners	N/A	—	3,074	-3,074	-100%	$174.0K	—	—	—
Blair William & Co	N/A	—	3,057	-3,057	-100%	$173.0K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	2,905	-2,905	-100%	$164.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,318	-2,318	-100%	$131.2K	—	—	—
Bellevue Asset Management, LLC	N/A	—	2,234	-2,234	-100%	$126.4K	—	—	—
Quantum Portfolio Management LLC	N/A	—	2,080	-2,080	-100%	$117.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,910	-1,910	-100%	$108.1K	—	—	—
Matrix Private Capital Group LLC	N/A	—	1,890	-1,890	-100%	$107.0K	—	—	—
Index Technologies Group LLC	N/A	—	1,694	-1,694	-100%	$95.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,575	-1,575	-100%	$89.1K	—	—	—
WealthShield Partners, LLC	N/A	—	1,553	-1,553	-100%	$87.9K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	1,514	-1,514	-100%	$85.7K	—	—	—
Highland Investment Advisors LLC	N/A	—	1,433	-1,433	-100%	$81.1K	—	—	—
Allworth Financial LP	N/A	—	1,229	-1,229	-100%	$69.5K	—	—	—
Paladin Advisory Group, LLC	N/A	—	1,025	-1,025	-100%	$58.0K	—	—	—
Capital Advisor Network LLC	N/A	—	997	-997	-100%	$56.4K	—	—	—
Bravera Wealth	N/A	—	932	-932	-100%	$52.7K	—	—	—
Clearstead Advisors, LLC	N/A	—	866	-866	-100%	$49.0K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	849	-849	-100%	$48.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	831	-831	-100%	$47.0K	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	692	-692	-100%	$39.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	640	-640	-100%	$36.2K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	535	-535	-100%	$30.3K	—	—	—
IFG Advisory, LLC	N/A	—	527	-527	-100%	$29.8K	—	—	—
Franklin Resources Inc	N/A	—	515	-515	-100%	$29.1K	—	—	—
Founders Financial Alliance, LLC	N/A	—	500	-500	-100%	$28.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	500	-500	-100%	$28.3K	—	—	—
LRI Investments, LLC	N/A	—	480	-480	-100%	$27.2K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	476	-476	-100%	$26.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	468	-468	-100%	$26.7K	—	—	—
Ameriflex Group, Inc.	N/A	—	432	-432	-100%	$24.4K	—	—	—
Quantbot Technologies LP	N/A	—	423	-423	-100%	$23.9K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	310	-310	-100%	$17.5K	—	—	—
New Republic Capital, LLC	N/A	—	294	-294	-100%	$16.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	260	-260	-100%	$14.7K	—	—	—
Hantz Financial Services, Inc.	N/A	—	240	-240	-100%	$14	—	—	—
Vision Retirement, LLC	N/A	—	219	-219	-100%	$12.4K	—	—	—
National Bank of Canada	N/A	—	210	-210	-100%	$11.9K	—	—	—
Whittier Trust Co	N/A	—	200	-200	-100%	$11.3K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	200	-200	-100%	$11.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	200	-200	-100%	$11.3K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	196	-196	-100%	$11.1K	—	—	—
Regatta Research & Money Management	N/A	—	185	-185	-100%	$10.5K	—	—	—
Anchor Investment Management, LLC	N/A	—	132	-132	-100%	$7.5K	—	—	—
SouthState Bank Corp	N/A	—	115	-115	-100%	$6.5K	—	—	—
Synergy Investment Management, LLC	N/A	—	106	-106	-100%	$6.0K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	100	-100	-100%	$5.7K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	97	-97	-100%	$5.5K	—	—	—
Russell Investments Group, Ltd.	N/A	—	84	-84	-100%	$4.8K	—	—	—
Minot DeBlois Advisors LLC	N/A	—	72	-72	-100%	$4.1K	—	—	—
Core Capital Management & Research, inc.	N/A	—	39	-39	-100%	$2.6K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	20	-20	-100%	$1.1K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	13	-13	-100%	$736	—	—	—
Ancora Advisors LLCA	N/A	—	5	-5	-100%	$283	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5	-5	-100%	$283	—	—	—
Aristotle Capital Management, LLC	N/A	—	4	-4	-100%	$244	—	—	—

Showing 349 of 349 institutions