Ishares US Consumer Staples (IYK)

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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Sagespring Wealth Partners, LLC

INCREASED

Shares827,040 from 779,206

Change+47,834 (+6%)

Value$58.5M (+$1.9M)

Filed 2026-10-22

OpenArc Corporate Advisory, LLC

INCREASED

Shares788,812 from 757,167

Change+31,645 (+4%)

Value$55.8M (+$776.9K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

INCREASED

Shares171,674 from 136,573

Change+35,101 (+26%)

Value$12.1M (+$2.2M)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares166,824 from 174,796

Change-7,972 (-5%)

Value$11.8K (-$12.7M)

Filed 2026-11-02

MGO One Seven LLC

INCREASED

Shares122,820 from 118,324

Change+4,496 (+4%)

Value$8.7M (+$89.6K)

Filed 2026-10-28

Key Client Fiduciary Advisors, LLC

INCREASED

Shares118,712 from 117,020

Change+1,692 (+1%)

Value$8.4M (-$106.1K)

Filed 2026-10-19

Unique Wealth, LLC

INCREASED

Shares103,260 from 94,306

Change+8,954 (+9%)

Value$7.3M (+$451.3K)

Filed 2026-10-16

WealthSpring Partners, LLC

DECREASED

Shares65,026 from 100,371

Change-35,345 (-35%)

Value$4.6M (-$2.7M)

Filed 2026-10-14

Centerline Wealth Advisors, LLC

DECREASED

Shares45,286 from 45,380

Change-94 (0%)

Value$3.2M (-$94.2K)

Filed 2026-10-15

First Citizens Financial Corp

DECREASED

Shares38,008 from 38,154

Change-146 (0%)

Value$2.7M (-$84.0K)

Filed 2026-10-02

Thrivent Financial for Lutherans

INCREASED

Shares36,491 from 34,897

Change+1,594 (+5%)

Value$2.6M (+$45.0K)

Filed 2026-11-05

Madison Park Capital Advisors, LLC

NEW

Shares31,749

Change+31,749

Value$2.2M

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares30,805 from 25,339

Change+5,466 (+22%)

Value$2.2M (+$337.7K)

Filed 2026-11-02

Signal Advisors Wealth, LLC

INCREASED

Shares28,749 from 16,895

Change+11,854 (+70%)

Value$2.0M (+$805.9K)

Filed 2026-10-13

Consolidated Investment Group LLC

UNCHANGED

Shares27,900 from 27,900

Change0 (0%)

Value$2.0M (-$53.8K)

Filed 2026-11-04

R2 Capital Strategies, LLC

INCREASED

Shares24,511 from 22,427

Change+2,084 (+9%)

Value$1.7M (+$104.2K)

Filed 2026-10-15

Matthew Goff Investment Advisor, LLC

DECREASED

Shares24,384 from 25,060

Change-676 (-3%)

Value$1.7M (-$96.2K)

Filed 2026-10-13

Penobscot Wealth Management

INCREASED

Shares24,201 from 24,153

Change+48 (+0%)

Value$1.7M (-$43.2K)

Filed 2026-10-21

SFI Advisors, LLC

DECREASED

Shares23,661 from 23,834

Change-173 (-1%)

Value$1.7M (-$58.2K)

Filed 2026-10-30

Fifth Third Bancorp

INCREASED

Shares23,386 from 13,218

Change+10,168 (+77%)

Value$1.7M (+$693.7K)

Filed 2026-11-05

WealthCare Investment Partners, LLC

DECREASED

Shares23,200 from 26,361

Change-3,161 (-12%)

Value$1.6M (-$274.4K)

Filed 2026-11-05

Stone Wealth Partners

INCREASED

Shares23,160 from 11,248

Change+11,912 (+106%)

Value$1.7M (+$832.8K)

Filed 2026-11-05

B. Riley Wealth Advisors, Inc.

DECREASED

Shares22,014 from 22,386

Change-372 (-2%)

Value$1.6M (-$88.7K)

Filed 2026-10-13

S&A Financial Services, Inc.

INCREASED

Shares20,192 from 20,173

Change+19 (+0%)

Value$1.4M (-$37.5K)

Filed 2026-11-03

Sovran Advisors, LLC

INCREASED

Shares19,475 from 17,511

Change+1,964 (+11%)

Value$1.5M (+$154.2K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

INCREASED

Shares19,429 from 15,234

Change+4,195 (+28%)

Value$1.4M (+$267.3K)

Filed 2026-10-16

Comprehensive Wealth Management, LLC

DECREASED

Shares18,807 from 19,071

Change-264 (-1%)

Value$1.3M (-$55.5K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares16,898 from 18,463

Change-1,565 (-8%)

Value$1.2M (-$120.1K)

Filed 2026-10-13

TritonPoint Partners, LLC

INCREASED

Shares16,469 from 3,914

Change+12,555 (+321%)

Value$1.2M (+$880.5K)

Filed 2026-11-05

Cyndeo Wealth Partners, LLC

INCREASED

Shares14,341 from 13,728

Change+613 (+4%)

Value$1.0M (+$16.9K)

Filed 2026-10-16

Merit Financial Group, LLC

INCREASED

Shares14,156 from 14,103

Change+53 (+0%)

Value$1.0M (-$23.5K)

Filed 2026-11-06

Atria Investments, Inc

INCREASED

Shares14,147 from 11,424

Change+2,723 (+24%)

Value$1.0M (+$170.5K)

Filed 2026-10-15

Asset One Wealth Management LLC

DECREASED

Shares12,690 from 13,267

Change-577 (-4%)

Value$897.6K (-$72.4K)

Filed 2026-11-02

Lakeshore Capital Group, Inc.

INCREASED

Shares12,019 from 11,112

Change+907 (+8%)

Value$850.1K (+$42.7K)

Filed 2026-10-20

Bank of New York Mellon Corp

INCREASED

Shares11,665 from 10,319

Change+1,346 (+13%)

Value$825.1K (+$75.3K)

Filed 2026-11-05

NTV Asset Management LLC

DECREASED

Shares11,590 from 11,975

Change-385 (-3%)

Value$819.8K (-$50.3K)

Filed 2026-10-23

Creative Planning

INCREASED

Shares11,057 from 10,770

Change+287 (+3%)

Value$782.1K (-$464)

Filed 2026-11-02

Creative Financial Designs Inc

INCREASED

Shares10,980 from 8,759

Change+2,221 (+25%)

Value$776.6K (+$140.2K)

Filed 2026-11-04

Partners Wealth Management, LLC

INCREASED

Shares10,313 from 8,892

Change+1,421 (+16%)

Value$729.4K (+$83.4K)

Filed 2026-10-28

GFS Advisors, LLC

NEW

Shares10,100

Change+10,100

Value$714.0K

Filed 2026-11-03

Essex LLC

DECREASED

Shares10,084 from 10,484

Change-400 (-4%)

Value$713.2K (-$48.5K)

Filed 2026-10-14

Prospera Financial Services Inc

DECREASED

Shares9,063 from 9,462

Change-399 (-4%)

Value$707.2K (+$19.7K)

Filed 2026-11-04

Moneco Advisors, LLC

DECREASED

Shares9,046 from 9,756

Change-710 (-7%)

Value$639.9K (-$69.0K)

Filed 2026-11-05

BCS Wealth Management

UNCHANGED

Shares9,000 from 9,000

Change0 (0%)

Value$636.6K (-$17.4K)

Filed 2026-11-03

Perigon Wealth Management, LLC

UNCHANGED

Shares7,816 from 7,816

Change0 (0%)

Value$552.8K (-$15.1K)

Filed 2026-10-22

Virtue Capital Management, LLC

NEW

Shares7,629

Change+7,629

Value$539.6K

Filed 2026-10-29

Patriot Investment Management Group, Inc.

DECREASED

Shares7,444 from 7,959

Change-515 (-6%)

Value$526.5K (-$51.8K)

Filed 2026-10-15

Davenport & Co LLC

DECREASED

Shares6,931 from 8,064

Change-1,133 (-14%)

Value$490.2K (-$95.7K)

Filed 2026-10-14

Blankinship & Foster, LLC

DECREASED

Shares6,296 from 6,934

Change-638 (-9%)

Value$445.3K (-$58.6K)

Filed 2026-10-19

Ferguson Wellman Capital Management, Inc

UNCHANGED

Shares5,885 from 5,885

Change0 (0%)

Value$416.2K (-$11.4K)

Filed 2026-10-05

Traveka Wealth, LLC

INCREASED

Shares5,834 from 4,883

Change+951 (+19%)

Value$412.6K (+$57.8K)

Filed 2026-10-19

Cottonwood Capital Advisors, LLC

DECREASED

Shares5,723 from 5,737

Change-14 (0%)

Value$404.8K (-$12.1K)

Filed 2026-10-20

Accel Wealth Management

INCREASED

Shares5,716 from 5,697

Change+19 (+0%)

Value$404.3K (-$9.6K)

Filed 2026-10-13

Glenview Trust Co

UNCHANGED

Shares5,592 from 5,592

Change0 (0%)

Value$395.5K (-$10.8K)

Filed 2026-10-28

Brookstone Capital Management

INCREASED

Shares5,492 from 5,180

Change+312 (+6%)

Value$388.4K (+$12.0K)

Filed 2026-10-22

SAX Wealth Advisors, LLC

NEW

Shares5,271

Change+5,271

Value$372.8K

Filed 2026-10-13

Fairvoy Private Wealth, LLC

INCREASED

Shares5,196 from 3,895

Change+1,301 (+33%)

Value$367.5K (+$84.5K)

Filed 2026-10-19

Greenleaf Trust

UNCHANGED

Shares4,983 from 4,983

Change0 (0%)

Value$352.4K (-$9.6K)

Filed 2026-10-29

Beacon Financial Advisory LLC

INCREASED

Shares4,916 from 4,899

Change+17 (+0%)

Value$347.7K (-$8.2K)

Filed 2026-10-16

PUREfi Wealth, LLC

INCREASED

Shares4,899 from 4,856

Change+43 (+1%)

Value$346.5K (-$6.3K)

Filed 2026-10-19

Graves Light Lenhart Wealth, Inc.

UNCHANGED

Shares4,851 from 4,851

Change0 (0%)

Value$343.1K (-$9.4K)

Filed 2026-10-09

Retirement Planning Group, LLC

INCREASED

Shares4,658 from 4,654

Change+4 (+0%)

Value$329.5K (-$8.7K)

Filed 2026-10-19

Smith Chas P & Associates PA Cpas

INCREASED

Shares4,637 from 3,330

Change+1,307 (+39%)

Value$358.0K (+$116.0K)

Filed 2026-10-22

CoreCap Advisors, LLC

INCREASED

Shares4,542 from 4,332

Change+210 (+5%)

Value$321.3K (+$6.5K)

Filed 2026-10-08

Cordatus Wealth Management LLC

UNCHANGED

Shares4,233 from 4,233

Change0 (0%)

Value$299.4K (-$8.2K)

Filed 2026-10-19

Targeted Financial Services LLC

DECREASED

Shares4,156 from 4,483

Change-327 (-7%)

Value$294.0K (-$31.8K)

Filed 2026-10-19

Odyssey Capital Advisors, Inc.

DECREASED

Shares4,016 from 4,523

Change-507 (-11%)

Value$284.0K (-$44.6K)

Filed 2026-10-26

Kestra Private Wealth Services, LLC

DECREASED

Shares3,994 from 4,204

Change-210 (-5%)

Value$282.5K (-$23.0K)

Filed 2026-10-30

StoneX Group Inc.

NEW

Shares3,940

Change+3,940

Value$292.8K

Filed 2026-11-03

Sonata Capital Group Inc

INCREASED

Shares3,927 from 3,720

Change+207 (+6%)

Value$277.8K (+$7.5K)

Filed 2026-10-19

Mlp3, LLC

UNCHANGED

Shares3,855 from 3,855

Change0 (0%)

Value$272.7K (-$7.4K)

Filed 2026-10-22

Compass Financial Management LLC

INCREASED

Shares3,534 from 3,527

Change+7 (+0%)

Value$250.0K (-$6.3K)

Filed 2026-10-30

Patten & Patten Inc

DECREASED

Shares3,512 from 3,562

Change-50 (-1%)

Value$248.4K (-$10.4K)

Filed 2026-10-26

Apollon Wealth Management, LLC

UNCHANGED

Shares3,507 from 3,507

Change0 (0%)

Value$248.1K (-$6.8K)

Filed 2026-10-23

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$247.6K (-$6.8K)

Filed 2026-10-27

Atlas Private Wealth Advisors

DECREASED

Shares3,386 from 3,952

Change-566 (-14%)

Value$239.5K (-$47.7K)

Filed 2026-10-23

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

UNCHANGED

Shares3,364 from 3,364

Change0 (0%)

Value$238.0K (-$6.5K)

Filed 2026-10-27

Bailard, Inc.

UNCHANGED

Shares3,350 from 3,350

Change0 (0%)

Value$236.9K (-$6.5K)

Filed 2026-10-13

High Point Wealth Management, LLC

INCREASED

Shares3,317 from 3,305

Change+12 (+0%)

Value$234.6K (-$5.5K)

Filed 2026-11-05

Diversified Enterprises, LLC

INCREASED

Shares3,299 from 3,297

Change+2 (+0%)

Value$233.3K (-$6.2K)

Filed 2026-10-19

Schmidt P J Investment Management Inc

DECREASED

Shares3,284 from 4,055

Change-771 (-19%)

Value$232.3K (-$62.4K)

Filed 2026-11-02

Sigma Planning Corp

INCREASED

Shares3,073 from 3,054

Change+19 (+1%)

Value$217.4K (-$4.5K)

Filed 2026-10-23

Truist Financial Corp

DECREASED

Shares3,042 from 7,404

Change-4,362 (-59%)

Value$215.2K (-$322.8K)

Filed 2026-10-30

Delta Capital Management LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$212 (-$6)

Filed 2026-10-16

Independent Financial Group, LLC

INCREASED

Shares2,983 from 2,956

Change+27 (+1%)

Value$211.0K (-$3.8K)

Filed 2026-10-13

Center for Wealth Management Advisory

UNCHANGED

Shares2,977 from 2,977

Change0 (0%)

Value$210.6K (-$5.7K)

Filed 2026-10-23

Commonwealth Retirement Investments LLC

DECREASED

Shares2,924 from 3,306

Change-382 (-12%)

Value$206.8K (-$33.4K)

Filed 2026-10-26

Redw Wealth LLC

INCREASED

Shares2,920 from 2,903

Change+17 (+1%)

Value$206.6K (-$4.4K)

Filed 2026-11-02

Farther Finance Advisors, LLC

DECREASED

Shares2,802 from 3,223

Change-421 (-13%)

Value$198.2K (-$36.3K)

Filed 2026-10-08

Canvas Wealth Advisors, LLC

NEW

Shares2,688

Change+2,688

Value$207.5K

Filed 2026-11-02

Montag A & Associates Inc

UNCHANGED

Shares2,250 from 2,250

Change0 (0%)

Value$159.1K (-$4.3K)

Filed 2026-10-29

Citigroup Inc

DECREASED

Shares2,232 from 2,262

Change-30 (-1%)

Value$157.9K (-$6.5K)

Filed 2026-11-04

Adirondack Trust Co

DECREASED

Shares2,144 from 2,281

Change-137 (-6%)

Value$151.6K (-$14.1K)

Filed 2026-10-14

Clearstead Advisors, LLC

INCREASED

Shares2,033 from 2,021

Change+12 (+1%)

Value$143.8K (-$3.0K)

Filed 2026-11-06

IFP Advisors, Inc

DECREASED

Shares1,829 from 2,771

Change-942 (-34%)

Value$129.4K (-$72.0K)

Filed 2026-10-16

Bayban

UNCHANGED

Shares1,750 from 1,750

Change0 (0%)

Value$127.2K ($0)

Filed 2026-11-05

PNC Financial Services Group, Inc.

DECREASED

Shares1,685 from 1,709

Change-24 (-1%)

Value$119.2K (-$5.0K)

Filed 2026-11-06

Steph & Co

UNCHANGED

Shares1,530 from 1,530

Change0 (0%)

Value$108.2K (-$3.0K)

Filed 2026-10-07

Capital Investment Advisory Services, LLC

INCREASED

Shares1,370 from 1,366

Change+4 (+0%)

Value$96.9K (-$2.3K)

Filed 2026-10-30

Parallel Advisors, LLC

INCREASED

Shares1,350 from 690

Change+660 (+96%)

Value$95.5K (+$45.4K)

Filed 2026-11-03

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares1,260 from 1,260

Change0 (0%)

Value$89.0K (-$3.0K)

Filed 2026-11-04

Archer Investment Corp

DECREASED

Shares1,246 from 1,339

Change-93 (-7%)

Value$88.1K (-$9.2K)

Filed 2026-11-05

Laurel Wealth Advisors LLC

NEW

Shares1,210

Change+1,210

Value$85.6K

Filed 2026-10-27

Spire Wealth Management

UNCHANGED

Shares1,128 from 1,128

Change0 (0%)

Value$79.8K (-$2.2K)

Filed 2026-10-30

Atlantic Edge Private Wealth Management, LLC

UNCHANGED

Shares1,110 from 1,110

Change0 (0%)

Value$78.5K (-$2.1K)

Filed 2026-10-20

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares1,023 from 1,023

Change0 (0%)

Value$72.4K (-$2.0K)

Filed 2026-11-02

Ashton Thomas Private Wealth, LLC

INCREASED

Shares974 from 705

Change+269 (+38%)

Value$68.9K (+$17.7K)

Filed 2026-11-03

Signature Resources Capital Management, LLC

UNCHANGED

Shares834 from 834

Change0 (0%)

Value$59.0K (-$1.6K)

Filed 2026-10-16

Davis Capital Management

UNCHANGED

Shares732 from 732

Change0 (0%)

Value$51.8K (-$1.4K)

Filed 2026-10-08

SYM Financial Corp

INCREASED

Shares690 from 686

Change+4 (+1%)

Value$48.8K (-$1.0K)

Filed 2026-10-26

First Horizon Corp

UNCHANGED

Shares627 from 627

Change0 (0%)

Value$44.3K (-$1.2K)

Filed 2026-10-26

Latitude Advisors, LLC

NEW

Shares585

Change+585

Value$41.4K

Filed 2026-10-27

TD Waterhouse Canada Inc.

UNCHANGED

Shares552 from 552

Change0 (0%)

Value$39.0K (-$1.4K)

Filed 2026-10-16

Glass Jacobson Investment Advisors llc

INCREASED

Shares534 from 532

Change+2 (+0%)

Value$37.7K (-$941)

Filed 2026-10-26

Physician Wealth Advisors, Inc.

INCREASED

Shares496 from 494

Change+2 (+0%)

Value$35.1K (-$821)

Filed 2026-10-20

Lanark Financial, Inc.

DECREASED

Shares465 from 475

Change-10 (-2%)

Value$32.9K (-$1.6K)

Filed 2026-10-26

Assetmark, Inc

UNCHANGED

Shares462 from 462

Change0 (0%)

Value$32.7K (-$892)

Filed 2026-10-21

CX Institutional

INCREASED

Shares444 from 438

Change+6 (+1%)

Value$31 (-$1)

Filed 2026-10-02

Manchester Capital Management LLC

UNCHANGED

Shares441 from 441

Change0 (0%)

Value$31.2K (-$852)

Filed 2026-10-22

Bangor Savings Bank

UNCHANGED

Shares408 from 408

Change0 (0%)

Value$28.9K (-$787)

Filed 2026-10-06

Parkside Financial Bank & Trust

UNCHANGED

Shares406 from 406

Change0 (0%)

Value$28.7K (-$783)

Filed 2026-10-27

Key Capital Management, Inc

UNCHANGED

Shares360 from 360

Change0 (0%)

Value$25.5K (-$695)

Filed 2026-11-03

Piscataqua Savings Bank

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$21.2K (-$579)

Filed 2026-10-21

Central Trust Co

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$19.1K (-$521)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares249 from 249

Change0 (0%)

Value$17.6K (-$480)

Filed 2026-10-27

Country Trust Bank

UNCHANGED

Shares240 from 240

Change0 (0%)

Value$17.0K (-$463)

Filed 2026-10-30

Buck Wealth Strategies, LLC

UNCHANGED

Shares237 from 237

Change0 (0%)

Value$16.8K (-$457)

Filed 2026-10-28

Tradewinds Capital Management, LLC

UNCHANGED

Shares204 from 204

Change0 (0%)

Value$14.4K (-$394)

Filed 2026-10-23

Armstrong Advisory Group, Inc

INCREASED

Shares184 from 118

Change+66 (+56%)

Value$13.0K (+$4.4K)

Filed 2026-10-09

Private Trust Co NA

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$10.6K (-$289)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$9.7K (-$264)

Filed 2026-11-04

Signaturefd, LLC

INCREASED

Shares136 from 125

Change+11 (+9%)

Value$9.6K (+$523)

Filed 2026-10-23

Olistico Wealth, LLC

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$8.5K (-$231)

Filed 2026-10-05

Asset Dedication, LLC

NEW

Shares107

Change+107

Value$7.6K

Filed 2026-11-03

First Pacific Financial

NEW

Shares93

Change+93

Value$6.6K

Filed 2026-10-14

US Bancorp \de\

NEW

Shares91

Change+91

Value$6.4K

Filed 2026-11-05

Rachor Investment Advisory Services, LLC

NEW

Shares71

Change+71

Value$5.0K

Filed 2026-10-29

Concord Wealth Partners

DECREASED

Shares70 from 99

Change-29 (-29%)

Value$4.9K (-$2.3K)

Filed 2026-11-02

Triumph Capital Management

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$4.5K (-$123)

Filed 2026-10-14

Main Street Group, LTD

DECREASED

Shares51 from 102

Change-51 (-50%)

Value$3.6K (-$3.8K)

Filed 2026-10-28

EPG Wealth Management LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$3.2K (-$87)

Filed 2026-11-03

Evermay Wealth Management LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$3.0K (-$81)

Filed 2026-11-05

Covestor Ltd

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$2 ($0)

Filed 2026-10-30

Gamma Investing LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$1.9K (-$52)

Filed 2026-10-08

Oakworth Capital, Inc.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.5K (-$54)

Filed 2026-10-26

Fairscale Capital, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$936 (+$64)

Filed 2026-11-04

Valley Wealth Managers, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$46 (-$1)

Filed 2026-10-09

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

CLOSED

Shares0 from 4,385

Change-4,385 (-100%)

Value$0 (-$318.6K)

Filed 2026-10-14

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 4,218

Change-4,218 (-100%)

Value$0 (-$306.5K)

Filed 2026-10-16

Stronghold Wealth Management L.L.C.

CLOSED

Shares0 from 3,149

Change-3,149 (-100%)

Value$0 (-$228.8K)

Filed 2026-10-16

Milestone Asset Management Group, LLC

CLOSED

Shares0 from 3,102

Change-3,102 (-100%)

Value$0 (-$225.4K)

Filed 2026-10-20

Kennedy Investment Group, Inc.

CLOSED

Shares0 from 2,895

Change-2,895 (-100%)

Value$0 (-$210.4K)

Filed 2026-10-21

United Advisor Group, LLC

CLOSED

Shares0 from 2,805

Change-2,805 (-100%)

Value$0 (-$203.8K)

Filed 2026-11-03

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 2,775

Change-2,775 (-100%)

Value$0 (-$201.6K)

Filed 2026-11-05

Ball & Co Wealth Management Inc.

CLOSED

Shares0 from 823

Change-823 (-100%)

Value$0 (-$59)

Filed 2026-11-05

AdvisorNet Financial, Inc

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$21.8K)

Filed 2026-10-15

Capitol Family Office, Inc.

CLOSED

Shares0 from 297

Change-297 (-100%)

Value$0 (-$21.6K)

Filed 2026-10-13

International Assets Investment Management, LLC

CLOSED

Shares0 from 256

Change-256 (-100%)

Value$0 (-$18.8K)

Filed 2026-11-02

Investors Research Corp

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-07

Dynasty Wealth Management, LLC

N/A

Shares— from 1,740,483

Change-1,740,483 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 989,730

Change-989,730 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 819,267

Change-819,267 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 684,765

Change-684,765 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 559,882

Change-559,882 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 472,865

Change-472,865 (-100%)

Value—

UBS Group AG

N/A

Shares— from 365,210

Change-365,210 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 308,545

Change-308,545 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 270,687

Change-270,687 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 251,360

Change-251,360 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 242,439

Change-242,439 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 217,097

Change-217,097 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 216,398

Change-216,398 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 214,283

Change-214,283 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 211,879

Change-211,879 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 205,812

Change-205,812 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 186,826

Change-186,826 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 141,612

Change-141,612 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 113,672

Change-113,672 (-100%)

Value—

Zurich Insurance Group Ltd

N/A

Shares— from 102,650

Change-102,650 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 79,192

Change-79,192 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 66,583

Change-66,583 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 65,416

Change-65,416 (-100%)

Value—

Aspen Wealth Strategies, LLC

N/A

Shares— from 50,014

Change-50,014 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 45,524

Change-45,524 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 40,168

Change-40,168 (-100%)

Value—

Conservest Capital Advisors, Inc.

N/A

Shares— from 36,530

Change-36,530 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 35,943

Change-35,943 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 34,829

Change-34,829 (-100%)

Value—

Storen Legacy Partners, LLC

N/A

Shares— from 33,833

Change-33,833 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 33,193

Change-33,193 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 30,180

Change-30,180 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 27,163

Change-27,163 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 26,277

Change-26,277 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 25,805

Change-25,805 (-100%)

Value—

Wall Street Financial Group, Inc.

N/A

Shares— from 23,124

Change-23,124 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 21,142

Change-21,142 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 19,434

Change-19,434 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 19,334

Change-19,334 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 19,159

Change-19,159 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 18,727

Change-18,727 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,185

Change-18,185 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 18,168

Change-18,168 (-100%)

Value—

Liberty Wealth Management LLC

N/A

Shares— from 15,766

Change-15,766 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 14,719

Change-14,719 (-100%)

Value—

Stonebridge Financial Planning Group, LLC

N/A

Shares— from 14,709

Change-14,709 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 14,320

Change-14,320 (-100%)

Value—

FMR LLC

N/A

Shares— from 14,268

Change-14,268 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 13,707

Change-13,707 (-100%)

Value—

Counterweight Ventures, LLC

N/A

Shares— from 13,313

Change-13,313 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 13,143

Change-13,143 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,870

Change-12,870 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 12,568

Change-12,568 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 12,519

Change-12,519 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 12,298

Change-12,298 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 11,817

Change-11,817 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 11,579

Change-11,579 (-100%)

Value—

Simmons Bank

N/A

Shares— from 11,457

Change-11,457 (-100%)

Value—

Stillwater Capital Advisors, LLC

N/A

Shares— from 10,607

Change-10,607 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 10,561

Change-10,561 (-100%)

Value—

CacheTech Inc.

N/A

Shares— from 9,759

Change-9,759 (-100%)

Value—

Adams Wealth Management

N/A

Shares— from 9,759

Change-9,759 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 9,728

Change-9,728 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 9,036

Change-9,036 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 8,451

Change-8,451 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 8,421

Change-8,421 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 8,043

Change-8,043 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,825

Change-7,825 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 7,772

Change-7,772 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 7,616

Change-7,616 (-100%)

Value—

New Insight Wealth Advisors

N/A

Shares— from 7,270

Change-7,270 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 7,237

Change-7,237 (-100%)

Value—

Bellwether Advisors, LLC

N/A

Shares— from 7,234

Change-7,234 (-100%)

Value—

Blair William & Co

N/A

Shares— from 7,067

Change-7,067 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 6,852

Change-6,852 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,610

Change-6,610 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 6,506

Change-6,506 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 6,320

Change-6,320 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 6,314

Change-6,314 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,178

Change-6,178 (-100%)

Value—

&partners

N/A

Shares— from 6,053

Change-6,053 (-100%)

Value—

Quotient Wealth Partners, LLC

N/A

Shares— from 5,915

Change-5,915 (-100%)

Value—

Retirement Planning Group, LLC / NY

N/A

Shares— from 5,676

Change-5,676 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 5,603

Change-5,603 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,546

Change-5,546 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 5,531

Change-5,531 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 5,261

Change-5,261 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 5,249

Change-5,249 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 5,053

Change-5,053 (-100%)

Value—

Garrison Point Advisors, LLC

N/A

Shares— from 4,878

Change-4,878 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 4,732

Change-4,732 (-100%)

Value—

Novak & Powell Financial Services, Inc.

N/A

Shares— from 4,562

Change-4,562 (-100%)

Value—

Symphony Financial Services, Inc.

N/A

Shares— from 4,418

Change-4,418 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 4,166

Change-4,166 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 4,083

Change-4,083 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,988

Change-3,988 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 3,697

Change-3,697 (-100%)

Value—

V2 Financial group LLC

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 3,472

Change-3,472 (-100%)

Value—

One Charles Private Wealth Services, LLC

N/A

Shares— from 3,205

Change-3,205 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 3,174

Change-3,174 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 3,026

Change-3,026 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,366

Change-2,366 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,995

Change-1,995 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,406

Change-1,406 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 1,341

Change-1,341 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1,170

Change-1,170 (-100%)

Value—

Pursuit Wealth Strategies, LLC

N/A

Shares— from 1,155

Change-1,155 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 1,020

Change-1,020 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 960

Change-960 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 891

Change-891 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 890

Change-890 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 600

Change-600 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 592

Change-592 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 465

Change-465 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 450

Change-450 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 450

Change-450 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 420

Change-420 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 390

Change-390 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 365

Change-365 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 288

Change-288 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 286

Change-286 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 280

Change-280 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 241

Change-241 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 222

Change-222 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 198

Change-198 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 198

Change-198 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 165

Change-165 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 126

Change-126 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 124

Change-124 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 97

Change-97 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 67

Change-67 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 53

Change-53 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 53

Change-53 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 39

Change-39 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Sagespring Wealth Partners, LLC	INCREASED	827,040	779,206	+47,834	+6%	$56.6M	$58.5M	+$1.9M	2026-10-22
OpenArc Corporate Advisory, LLC	INCREASED	788,812	757,167	+31,645	+4%	$55.0M	$55.8M	+$776.9K	2026-10-21
Commonwealth Equity Services, LLC	INCREASED	171,674	136,573	+35,101	+26%	$9.9M	$12.1M	+$2.2M	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	166,824	174,796	-7,972	-5%	$12.7M	$11.8K	-$12.7M	2026-11-02
MGO One Seven LLC	INCREASED	122,820	118,324	+4,496	+4%	$8.6M	$8.7M	+$89.6K	2026-10-28
Key Client Fiduciary Advisors, LLC	INCREASED	118,712	117,020	+1,692	+1%	$8.5M	$8.4M	-$106.1K	2026-10-19
Unique Wealth, LLC	INCREASED	103,260	94,306	+8,954	+9%	$6.9M	$7.3M	+$451.3K	2026-10-16
WealthSpring Partners, LLC	DECREASED	65,026	100,371	-35,345	-35%	$7.3M	$4.6M	-$2.7M	2026-10-14
Centerline Wealth Advisors, LLC	DECREASED	45,286	45,380	-94	0%	$3.3M	$3.2M	-$94.2K	2026-10-15
First Citizens Financial Corp	DECREASED	38,008	38,154	-146	0%	$2.8M	$2.7M	-$84.0K	2026-10-02
Thrivent Financial for Lutherans	INCREASED	36,491	34,897	+1,594	+5%	$2.5M	$2.6M	+$45.0K	2026-11-05
Madison Park Capital Advisors, LLC	NEW	31,749	—	+31,749	—	—	$2.2M	—	2026-10-28
Kestra Advisory Services, LLC	INCREASED	30,805	25,339	+5,466	+22%	$1.8M	$2.2M	+$337.7K	2026-11-02
Signal Advisors Wealth, LLC	INCREASED	28,749	16,895	+11,854	+70%	$1.2M	$2.0M	+$805.9K	2026-10-13
Consolidated Investment Group LLC	UNCHANGED	27,900	27,900	0	0%	$2.0M	$2.0M	-$53.8K	2026-11-04
R2 Capital Strategies, LLC	INCREASED	24,511	22,427	+2,084	+9%	$1.6M	$1.7M	+$104.2K	2026-10-15
Matthew Goff Investment Advisor, LLC	DECREASED	24,384	25,060	-676	-3%	$1.8M	$1.7M	-$96.2K	2026-10-13
Penobscot Wealth Management	INCREASED	24,201	24,153	+48	+0%	$1.8M	$1.7M	-$43.2K	2026-10-21
SFI Advisors, LLC	DECREASED	23,661	23,834	-173	-1%	$1.7M	$1.7M	-$58.2K	2026-10-30
Fifth Third Bancorp	INCREASED	23,386	13,218	+10,168	+77%	$960.4K	$1.7M	+$693.7K	2026-11-05
WealthCare Investment Partners, LLC	DECREASED	23,200	26,361	-3,161	-12%	$1.9M	$1.6M	-$274.4K	2026-11-05
Stone Wealth Partners	INCREASED	23,160	11,248	+11,912	+106%	$817.3K	$1.7M	+$832.8K	2026-11-05
B. Riley Wealth Advisors, Inc.	DECREASED	22,014	22,386	-372	-2%	$1.6M	$1.6M	-$88.7K	2026-10-13
S&A Financial Services, Inc.	INCREASED	20,192	20,173	+19	+0%	$1.5M	$1.4M	-$37.5K	2026-11-03
Sovran Advisors, LLC	INCREASED	19,475	17,511	+1,964	+11%	$1.3M	$1.5M	+$154.2K	2026-11-02
Concurrent Investment Advisors, LLC	INCREASED	19,429	15,234	+4,195	+28%	$1.1M	$1.4M	+$267.3K	2026-10-16
Comprehensive Wealth Management, LLC	DECREASED	18,807	19,071	-264	-1%	$1.4M	$1.3M	-$55.5K	2026-11-02
Wealth Enhancement Advisory Services, LLC	DECREASED	16,898	18,463	-1,565	-8%	$1.4M	$1.2M	-$120.1K	2026-10-13
TritonPoint Partners, LLC	INCREASED	16,469	3,914	+12,555	+321%	$284.4K	$1.2M	+$880.5K	2026-11-05
Cyndeo Wealth Partners, LLC	INCREASED	14,341	13,728	+613	+4%	$997.5K	$1.0M	+$16.9K	2026-10-16
Merit Financial Group, LLC	INCREASED	14,156	14,103	+53	+0%	$1.0M	$1.0M	-$23.5K	2026-11-06
Atria Investments, Inc	INCREASED	14,147	11,424	+2,723	+24%	$830.1K	$1.0M	+$170.5K	2026-10-15
Asset One Wealth Management LLC	DECREASED	12,690	13,267	-577	-4%	$970.0K	$897.6K	-$72.4K	2026-11-02
Lakeshore Capital Group, Inc.	INCREASED	12,019	11,112	+907	+8%	$807.4K	$850.1K	+$42.7K	2026-10-20
Bank of New York Mellon Corp	INCREASED	11,665	10,319	+1,346	+13%	$749.7K	$825.1K	+$75.3K	2026-11-05
NTV Asset Management LLC	DECREASED	11,590	11,975	-385	-3%	$870.1K	$819.8K	-$50.3K	2026-10-23
Creative Planning	INCREASED	11,057	10,770	+287	+3%	$782.6K	$782.1K	-$464	2026-11-02
Creative Financial Designs Inc	INCREASED	10,980	8,759	+2,221	+25%	$636.4K	$776.6K	+$140.2K	2026-11-04
Partners Wealth Management, LLC	INCREASED	10,313	8,892	+1,421	+16%	$646.1K	$729.4K	+$83.4K	2026-10-28
GFS Advisors, LLC	NEW	10,100	—	+10,100	—	—	$714.0K	—	2026-11-03
Essex LLC	DECREASED	10,084	10,484	-400	-4%	$761.8K	$713.2K	-$48.5K	2026-10-14
Prospera Financial Services Inc	DECREASED	9,063	9,462	-399	-4%	$687.5K	$707.2K	+$19.7K	2026-11-04
Moneco Advisors, LLC	DECREASED	9,046	9,756	-710	-7%	$708.9K	$639.9K	-$69.0K	2026-11-05
BCS Wealth Management	UNCHANGED	9,000	9,000	0	0%	$653.9K	$636.6K	-$17.4K	2026-11-03
Perigon Wealth Management, LLC	UNCHANGED	7,816	7,816	0	0%	$567.9K	$552.8K	-$15.1K	2026-10-22
Virtue Capital Management, LLC	NEW	7,629	—	+7,629	—	—	$539.6K	—	2026-10-29
Patriot Investment Management Group, Inc.	DECREASED	7,444	7,959	-515	-6%	$578.3K	$526.5K	-$51.8K	2026-10-15
Davenport & Co LLC	DECREASED	6,931	8,064	-1,133	-14%	$585.9K	$490.2K	-$95.7K	2026-10-14
Blankinship & Foster, LLC	DECREASED	6,296	6,934	-638	-9%	$503.8K	$445.3K	-$58.6K	2026-10-19
Ferguson Wellman Capital Management, Inc	UNCHANGED	5,885	5,885	0	0%	$427.6K	$416.2K	-$11.4K	2026-10-05
Traveka Wealth, LLC	INCREASED	5,834	4,883	+951	+19%	$354.8K	$412.6K	+$57.8K	2026-10-19
Cottonwood Capital Advisors, LLC	DECREASED	5,723	5,737	-14	0%	$416.9K	$404.8K	-$12.1K	2026-10-20
Accel Wealth Management	INCREASED	5,716	5,697	+19	+0%	$413.9K	$404.3K	-$9.6K	2026-10-13
Glenview Trust Co	UNCHANGED	5,592	5,592	0	0%	$406.3K	$395.5K	-$10.8K	2026-10-28
Brookstone Capital Management	INCREASED	5,492	5,180	+312	+6%	$376.4K	$388.4K	+$12.0K	2026-10-22
SAX Wealth Advisors, LLC	NEW	5,271	—	+5,271	—	—	$372.8K	—	2026-10-13
Fairvoy Private Wealth, LLC	INCREASED	5,196	3,895	+1,301	+33%	$283.0K	$367.5K	+$84.5K	2026-10-19
Greenleaf Trust	UNCHANGED	4,983	4,983	0	0%	$362.1K	$352.4K	-$9.6K	2026-10-29
Beacon Financial Advisory LLC	INCREASED	4,916	4,899	+17	+0%	$355.9K	$347.7K	-$8.2K	2026-10-16
PUREfi Wealth, LLC	INCREASED	4,899	4,856	+43	+1%	$352.8K	$346.5K	-$6.3K	2026-10-19
Graves Light Lenhart Wealth, Inc.	UNCHANGED	4,851	4,851	0	0%	$352.5K	$343.1K	-$9.4K	2026-10-09
Retirement Planning Group, LLC	INCREASED	4,658	4,654	+4	+0%	$338.2K	$329.5K	-$8.7K	2026-10-19
Smith Chas P & Associates PA Cpas	INCREASED	4,637	3,330	+1,307	+39%	$242.0K	$358.0K	+$116.0K	2026-10-22
CoreCap Advisors, LLC	INCREASED	4,542	4,332	+210	+5%	$314.8K	$321.3K	+$6.5K	2026-10-08
Cordatus Wealth Management LLC	UNCHANGED	4,233	4,233	0	0%	$307.6K	$299.4K	-$8.2K	2026-10-19
Targeted Financial Services LLC	DECREASED	4,156	4,483	-327	-7%	$325.7K	$294.0K	-$31.8K	2026-10-19
Odyssey Capital Advisors, Inc.	DECREASED	4,016	4,523	-507	-11%	$328.6K	$284.0K	-$44.6K	2026-10-26
Kestra Private Wealth Services, LLC	DECREASED	3,994	4,204	-210	-5%	$305.4K	$282.5K	-$23.0K	2026-10-30
StoneX Group Inc.	NEW	3,940	—	+3,940	—	—	$292.8K	—	2026-11-03
Sonata Capital Group Inc	INCREASED	3,927	3,720	+207	+6%	$270.3K	$277.8K	+$7.5K	2026-10-19
Mlp3, LLC	UNCHANGED	3,855	3,855	0	0%	$280.1K	$272.7K	-$7.4K	2026-10-22
Compass Financial Management LLC	INCREASED	3,534	3,527	+7	+0%	$256.3K	$250.0K	-$6.3K	2026-10-30
Patten & Patten Inc	DECREASED	3,512	3,562	-50	-1%	$258.8K	$248.4K	-$10.4K	2026-10-26
Apollon Wealth Management, LLC	UNCHANGED	3,507	3,507	0	0%	$254.8K	$248.1K	-$6.8K	2026-10-23
Cassaday & Co Wealth Management LLC	UNCHANGED	3,500	3,500	0	0%	$254.3K	$247.6K	-$6.8K	2026-10-27
Atlas Private Wealth Advisors	DECREASED	3,386	3,952	-566	-14%	$287.2K	$239.5K	-$47.7K	2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	UNCHANGED	3,364	3,364	0	0%	$244.5K	$238.0K	-$6.5K	2026-10-27
Bailard, Inc.	UNCHANGED	3,350	3,350	0	0%	$243.4K	$236.9K	-$6.5K	2026-10-13
High Point Wealth Management, LLC	INCREASED	3,317	3,305	+12	+0%	$240.1K	$234.6K	-$5.5K	2026-11-05
Diversified Enterprises, LLC	INCREASED	3,299	3,297	+2	+0%	$239.6K	$233.3K	-$6.2K	2026-10-19
Schmidt P J Investment Management Inc	DECREASED	3,284	4,055	-771	-19%	$294.6K	$232.3K	-$62.4K	2026-11-02
Sigma Planning Corp	INCREASED	3,073	3,054	+19	+1%	$221.9K	$217.4K	-$4.5K	2026-10-23
Truist Financial Corp	DECREASED	3,042	7,404	-4,362	-59%	$538.0K	$215.2K	-$322.8K	2026-10-30
Delta Capital Management LLC	UNCHANGED	3,000	3,000	0	0%	$218	$212	-$6	2026-10-16
Independent Financial Group, LLC	INCREASED	2,983	2,956	+27	+1%	$214.8K	$211.0K	-$3.8K	2026-10-13
Center for Wealth Management Advisory	UNCHANGED	2,977	2,977	0	0%	$216.3K	$210.6K	-$5.7K	2026-10-23
Commonwealth Retirement Investments LLC	DECREASED	2,924	3,306	-382	-12%	$240.2K	$206.8K	-$33.4K	2026-10-26
Redw Wealth LLC	INCREASED	2,920	2,903	+17	+1%	$210.9K	$206.6K	-$4.4K	2026-11-02
Farther Finance Advisors, LLC	DECREASED	2,802	3,223	-421	-13%	$234.5K	$198.2K	-$36.3K	2026-10-08
Canvas Wealth Advisors, LLC	NEW	2,688	—	+2,688	—	—	$207.5K	—	2026-11-02
Montag A & Associates Inc	UNCHANGED	2,250	2,250	0	0%	$163.5K	$159.1K	-$4.3K	2026-10-29
Citigroup Inc	DECREASED	2,232	2,262	-30	-1%	$164.4K	$157.9K	-$6.5K	2026-11-04
Adirondack Trust Co	DECREASED	2,144	2,281	-137	-6%	$165.7K	$151.6K	-$14.1K	2026-10-14
Clearstead Advisors, LLC	INCREASED	2,033	2,021	+12	+1%	$146.9K	$143.8K	-$3.0K	2026-11-06
IFP Advisors, Inc	DECREASED	1,829	2,771	-942	-34%	$201.3K	$129.4K	-$72.0K	2026-10-16
Bayban	UNCHANGED	1,750	1,750	0	0%	$127.2K	$127.2K	$0	2026-11-05
PNC Financial Services Group, Inc.	DECREASED	1,685	1,709	-24	-1%	$124.2K	$119.2K	-$5.0K	2026-11-06
Steph & Co	UNCHANGED	1,530	1,530	0	0%	$111.2K	$108.2K	-$3.0K	2026-10-07
Capital Investment Advisory Services, LLC	INCREASED	1,370	1,366	+4	+0%	$99.2K	$96.9K	-$2.3K	2026-10-30
Parallel Advisors, LLC	INCREASED	1,350	690	+660	+96%	$50.1K	$95.5K	+$45.4K	2026-11-03
Hazlett, Burt & Watson, Inc.	UNCHANGED	1,260	1,260	0	0%	$92.0K	$89.0K	-$3.0K	2026-11-04
Archer Investment Corp	DECREASED	1,246	1,339	-93	-7%	$97.3K	$88.1K	-$9.2K	2026-11-05
Laurel Wealth Advisors LLC	NEW	1,210	—	+1,210	—	—	$85.6K	—	2026-10-27
Spire Wealth Management	UNCHANGED	1,128	1,128	0	0%	$82.0K	$79.8K	-$2.2K	2026-10-30
Atlantic Edge Private Wealth Management, LLC	UNCHANGED	1,110	1,110	0	0%	$80.7K	$78.5K	-$2.1K	2026-10-20
Quest 10 Wealth Builders, Inc.	UNCHANGED	1,023	1,023	0	0%	$74.3K	$72.4K	-$2.0K	2026-11-02
Ashton Thomas Private Wealth, LLC	INCREASED	974	705	+269	+38%	$51.2K	$68.9K	+$17.7K	2026-11-03
Signature Resources Capital Management, LLC	UNCHANGED	834	834	0	0%	$60.6K	$59.0K	-$1.6K	2026-10-16
Davis Capital Management	UNCHANGED	732	732	0	0%	$53.2K	$51.8K	-$1.4K	2026-10-08
SYM Financial Corp	INCREASED	690	686	+4	+1%	$49.8K	$48.8K	-$1.0K	2026-10-26
First Horizon Corp	UNCHANGED	627	627	0	0%	$45.6K	$44.3K	-$1.2K	2026-10-26
Latitude Advisors, LLC	NEW	585	—	+585	—	—	$41.4K	—	2026-10-27
TD Waterhouse Canada Inc.	UNCHANGED	552	552	0	0%	$40.5K	$39.0K	-$1.4K	2026-10-16
Glass Jacobson Investment Advisors llc	INCREASED	534	532	+2	+0%	$38.7K	$37.7K	-$941	2026-10-26
Physician Wealth Advisors, Inc.	INCREASED	496	494	+2	+0%	$35.9K	$35.1K	-$821	2026-10-20
Lanark Financial, Inc.	DECREASED	465	475	-10	-2%	$34.5K	$32.9K	-$1.6K	2026-10-26
Assetmark, Inc	UNCHANGED	462	462	0	0%	$33.6K	$32.7K	-$892	2026-10-21
CX Institutional	INCREASED	444	438	+6	+1%	$32	$31	-$1	2026-10-02
Manchester Capital Management LLC	UNCHANGED	441	441	0	0%	$32.0K	$31.2K	-$852	2026-10-22
Bangor Savings Bank	UNCHANGED	408	408	0	0%	$29.6K	$28.9K	-$787	2026-10-06
Parkside Financial Bank & Trust	UNCHANGED	406	406	0	0%	$29.5K	$28.7K	-$783	2026-10-27
Key Capital Management, Inc	UNCHANGED	360	360	0	0%	$26.2K	$25.5K	-$695	2026-11-03
Piscataqua Savings Bank	UNCHANGED	300	300	0	0%	$21.8K	$21.2K	-$579	2026-10-21
Central Trust Co	UNCHANGED	270	270	0	0%	$19.6K	$19.1K	-$521	2026-11-05
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	249	249	0	0%	$18.1K	$17.6K	-$480	2026-10-27
Country Trust Bank	UNCHANGED	240	240	0	0%	$17.4K	$17.0K	-$463	2026-10-30
Buck Wealth Strategies, LLC	UNCHANGED	237	237	0	0%	$17.2K	$16.8K	-$457	2026-10-28
Tradewinds Capital Management, LLC	UNCHANGED	204	204	0	0%	$14.8K	$14.4K	-$394	2026-10-23
Armstrong Advisory Group, Inc	INCREASED	184	118	+66	+56%	$8.6K	$13.0K	+$4.4K	2026-10-09
Private Trust Co NA	UNCHANGED	150	150	0	0%	$10.9K	$10.6K	-$289	2026-10-20
EverSource Wealth Advisors, LLC	UNCHANGED	137	137	0	0%	$10.0K	$9.7K	-$264	2026-11-04
Signaturefd, LLC	INCREASED	136	125	+11	+9%	$9.1K	$9.6K	+$523	2026-10-23
Olistico Wealth, LLC	UNCHANGED	120	120	0	0%	$8.7K	$8.5K	-$231	2026-10-05
Asset Dedication, LLC	NEW	107	—	+107	—	—	$7.6K	—	2026-11-03
First Pacific Financial	NEW	93	—	+93	—	—	$6.6K	—	2026-10-14
US Bancorp \de\	NEW	91	—	+91	—	—	$6.4K	—	2026-11-05
Rachor Investment Advisory Services, LLC	NEW	71	—	+71	—	—	$5.0K	—	2026-10-29
Concord Wealth Partners	DECREASED	70	99	-29	-29%	$7.2K	$4.9K	-$2.3K	2026-11-02
Triumph Capital Management	UNCHANGED	64	64	0	0%	$4.7K	$4.5K	-$123	2026-10-14
Main Street Group, LTD	DECREASED	51	102	-51	-50%	$7.4K	$3.6K	-$3.8K	2026-10-28
EPG Wealth Management LLC	UNCHANGED	45	45	0	0%	$3.3K	$3.2K	-$87	2026-11-03
Evermay Wealth Management LLC	UNCHANGED	42	42	0	0%	$3.1K	$3.0K	-$81	2026-11-05
Covestor Ltd	UNCHANGED	30	30	0	0%	$2	$2	$0	2026-10-30
Gamma Investing LLC	UNCHANGED	27	27	0	0%	$2.0K	$1.9K	-$52	2026-10-08
Oakworth Capital, Inc.	UNCHANGED	21	21	0	0%	$1.5K	$1.5K	-$54	2026-10-26
Fairscale Capital, LLC	UNCHANGED	12	12	0	0%	$872	$936	+$64	2026-11-04
Valley Wealth Managers, Inc.	UNCHANGED	1	1	0	0%	$47	$46	-$1	2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	CLOSED	0	4,385	-4,385	-100%	$318.6K	$0	-$318.6K	2026-10-14
Y-Intercept (Hong Kong) Ltd	CLOSED	0	4,218	-4,218	-100%	$306.5K	$0	-$306.5K	2026-10-16
Stronghold Wealth Management L.L.C.	CLOSED	0	3,149	-3,149	-100%	$228.8K	$0	-$228.8K	2026-10-16
Milestone Asset Management Group, LLC	CLOSED	0	3,102	-3,102	-100%	$225.4K	$0	-$225.4K	2026-10-20
Kennedy Investment Group, Inc.	CLOSED	0	2,895	-2,895	-100%	$210.4K	$0	-$210.4K	2026-10-21
United Advisor Group, LLC	CLOSED	0	2,805	-2,805	-100%	$203.8K	$0	-$203.8K	2026-11-03
J.W. Cole Advisors, Inc.	CLOSED	0	2,775	-2,775	-100%	$201.6K	$0	-$201.6K	2026-11-05
Ball & Co Wealth Management Inc.	CLOSED	0	823	-823	-100%	$59	$0	-$59	2026-11-05
AdvisorNet Financial, Inc	CLOSED	0	300	-300	-100%	$21.8K	$0	-$21.8K	2026-10-15
Capitol Family Office, Inc.	CLOSED	0	297	-297	-100%	$21.6K	$0	-$21.6K	2026-10-13
International Assets Investment Management, LLC	CLOSED	0	256	-256	-100%	$18.8K	$0	-$18.8K	2026-11-02
Investors Research Corp	CLOSED	0	23	-23	-100%	$1.6K	$0	-$1.6K	2026-10-07
Dynasty Wealth Management, LLC	N/A	—	1,740,483	-1,740,483	-100%	$126.5M	—	—	—
JPMorgan Chase & Co	N/A	—	989,730	-989,730	-100%	$72.8M	—	—	—
LPL Financial LLC	N/A	—	819,267	-819,267	-100%	$59.5M	—	—	—
Morgan Stanley	N/A	—	684,765	-684,765	-100%	$49.8M	—	—	—
Bank of America Corp	N/A	—	559,882	-559,882	-100%	$40.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	472,865	-472,865	-100%	$34.4M	—	—	—
UBS Group AG	N/A	—	365,210	-365,210	-100%	$26.5M	—	—	—
Pgim Custom Harvest LLC	N/A	—	308,545	-308,545	-100%	$22.4M	—	—	—
Royal Bank of Canada	N/A	—	270,687	-270,687	-100%	$19.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	251,360	-251,360	-100%	$18.3M	—	—	—
Wells Fargo & Company	N/A	—	242,439	-242,439	-100%	$17.6M	—	—	—
Raymond James Financial Inc	N/A	—	217,097	-217,097	-100%	$15.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	216,398	-216,398	-100%	$15.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	214,283	-214,283	-100%	$15.6M	—	—	—
Cetera Investment Advisers	N/A	—	211,879	-211,879	-100%	$15.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	205,812	-205,812	-100%	$15.0M	—	—	—
Ameriprise Financial Inc	N/A	—	186,826	-186,826	-100%	$13.6M	—	—	—
CIBC World Market Inc.	N/A	—	141,612	-141,612	-100%	$10.3M	—	—	—
Stifel Financial Corp	N/A	—	113,672	-113,672	-100%	$8.3M	—	—	—
Zurich Insurance Group Ltd	N/A	—	102,650	-102,650	-100%	$7.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	79,192	-79,192	-100%	$5.8M	—	—	—
Principal Securities, Inc.	N/A	—	66,583	-66,583	-100%	$4.8M	—	—	—
Jones Financial Companies Lllp	N/A	—	65,416	-65,416	-100%	$4.8M	—	—	—
Aspen Wealth Strategies, LLC	N/A	—	50,014	-50,014	-100%	$3.6M	—	—	—
MML Investors Services, LLC	N/A	—	45,524	-45,524	-100%	$3.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	40,168	-40,168	-100%	$2.9M	—	—	—
Conservest Capital Advisors, Inc.	N/A	—	36,530	-36,530	-100%	$2.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	35,943	-35,943	-100%	$2.6M	—	—	—
Money Concepts Capital Corp	N/A	—	34,829	-34,829	-100%	$2.5M	—	—	—
Storen Legacy Partners, LLC	N/A	—	33,833	-33,833	-100%	$2.5M	—	—	—
XTX Topco Ltd	N/A	—	33,193	-33,193	-100%	$2.4M	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	30,180	-30,180	-100%	$2.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	27,163	-27,163	-100%	$2.0M	—	—	—
Focus Partners Wealth	N/A	—	26,277	-26,277	-100%	$1.9M	—	—	—
Citadel Advisors LLC	N/A	—	25,805	-25,805	-100%	$1.9M	—	—	—
Wall Street Financial Group, Inc.	N/A	—	23,124	-23,124	-100%	$1.7M	—	—	—
Hilltop Holdings Inc.	N/A	—	21,142	-21,142	-100%	$1.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	19,434	-19,434	-100%	$1.4M	—	—	—
Captrust Financial Advisors	N/A	—	19,334	-19,334	-100%	$1.4M	—	—	—
Geneos Wealth Management Inc.	N/A	—	19,159	-19,159	-100%	$1.4M	—	—	—
Waterloo Capital, L.P.	N/A	—	18,727	-18,727	-100%	$1.4M	—	—	—
Mariner, LLC	N/A	—	18,185	-18,185	-100%	$1.3M	—	—	—
Smartleaf Asset Management LLC	N/A	—	18,168	-18,168	-100%	$1.3M	—	—	—
Liberty Wealth Management LLC	N/A	—	15,766	-15,766	-100%	$1.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	14,719	-14,719	-100%	$1.1M	—	—	—
Stonebridge Financial Planning Group, LLC	N/A	—	14,709	-14,709	-100%	$1.1M	—	—	—
IHT Wealth Management, LLC	N/A	—	14,320	-14,320	-100%	$1.0M	—	—	—
FMR LLC	N/A	—	14,268	-14,268	-100%	$1.0M	—	—	—
Franklin Resources Inc	N/A	—	13,707	-13,707	-100%	$996.0K	—	—	—
Counterweight Ventures, LLC	N/A	—	13,313	-13,313	-100%	$967.3K	—	—	—
Mutual Advisors, LLC	N/A	—	13,143	-13,143	-100%	$955.0K	—	—	—
HighTower Advisors, LLC	N/A	—	12,870	-12,870	-100%	$935.2K	—	—	—
MAI Capital Management	N/A	—	12,568	-12,568	-100%	$913.2K	—	—	—
Bessemer Group Inc	N/A	—	12,519	-12,519	-100%	$910.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	12,298	-12,298	-100%	$893.6K	—	—	—
Arkadios Wealth Advisors	N/A	—	11,817	-11,817	-100%	$858.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	11,579	-11,579	-100%	$841.3K	—	—	—
Simmons Bank	N/A	—	11,457	-11,457	-100%	$832.5K	—	—	—
Stillwater Capital Advisors, LLC	N/A	—	10,607	-10,607	-100%	$770.7K	—	—	—
Brown Advisory Inc	N/A	—	10,561	-10,561	-100%	$767.4K	—	—	—
CacheTech Inc.	N/A	—	9,759	-9,759	-100%	$709.1K	—	—	—
Adams Wealth Management	N/A	—	9,759	-9,759	-100%	$709.1K	—	—	—
Bank of Montreal	N/A	—	9,728	-9,728	-100%	$706.8K	—	—	—
HighPoint Advisor Group LLC	N/A	—	9,036	-9,036	-100%	$656.5K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	8,451	-8,451	-100%	$614.1K	—	—	—
Advisory Services Network, LLC	N/A	—	8,421	-8,421	-100%	$611.9K	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	8,043	-8,043	-100%	$584.4K	—	—	—
Private Advisor Group, LLC	N/A	—	7,825	-7,825	-100%	$568.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	7,772	-7,772	-100%	$564.7K	—	—	—
Northern Trust Corp	N/A	—	7,616	-7,616	-100%	$553.4K	—	—	—
New Insight Wealth Advisors	N/A	—	7,270	-7,270	-100%	$528.2K	—	—	—
Huntington National Bank	N/A	—	7,237	-7,237	-100%	$525.8K	—	—	—
Bellwether Advisors, LLC	N/A	—	7,234	-7,234	-100%	$525.6K	—	—	—
Blair William & Co	N/A	—	7,067	-7,067	-100%	$513.5K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	6,852	-6,852	-100%	$497.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,610	-6,610	-100%	$480.3K	—	—	—
Pacific SUN Financial Corp	N/A	—	6,506	-6,506	-100%	$472.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	6,320	-6,320	-100%	$459.2K	—	—	—
Harbour Investments, Inc.	N/A	—	6,314	-6,314	-100%	$458.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,178	-6,178	-100%	$448.9K	—	—	—
&partners	N/A	—	6,053	-6,053	-100%	$439.8K	—	—	—
Quotient Wealth Partners, LLC	N/A	—	5,915	-5,915	-100%	$429.8K	—	—	—
Retirement Planning Group, LLC / NY	N/A	—	5,676	-5,676	-100%	$412.4K	—	—	—
SEI Investments Co	N/A	—	5,603	-5,603	-100%	$407.1K	—	—	—
Arax Advisory Partners	N/A	—	5,546	-5,546	-100%	$403.0K	—	—	—
Nova Wealth Management, Inc.	N/A	—	5,531	-5,531	-100%	$401.9K	—	—	—
Belpointe Asset Management LLC	N/A	—	5,261	-5,261	-100%	$382.3K	—	—	—
Quantinno Capital Management LP	N/A	—	5,249	-5,249	-100%	$381.4K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	5,053	-5,053	-100%	$367.0K	—	—	—
Garrison Point Advisors, LLC	N/A	—	4,878	-4,878	-100%	$354.4K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	4,732	-4,732	-100%	$343.8K	—	—	—
Novak & Powell Financial Services, Inc.	N/A	—	4,562	-4,562	-100%	$331.5K	—	—	—
Symphony Financial Services, Inc.	N/A	—	4,418	-4,418	-100%	$321.0K	—	—	—
National Bank of Canada	N/A	—	4,166	-4,166	-100%	$302.6K	—	—	—
Stratos Investment Management, LLC	N/A	—	4,083	-4,083	-100%	$296.7K	—	—	—
Cerity Partners LLC	N/A	—	3,988	-3,988	-100%	$289.7K	—	—	—
Scotia Capital Inc.	N/A	—	3,697	-3,697	-100%	$268.7K	—	—	—
V2 Financial group LLC	N/A	—	3,600	-3,600	-100%	$261.6K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	3,472	-3,472	-100%	$252.3K	—	—	—
One Charles Private Wealth Services, LLC	N/A	—	3,205	-3,205	-100%	$232.9K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	3,174	-3,174	-100%	$230.6K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	3,026	-3,026	-100%	$219.9K	—	—	—
IFG Advisory, LLC	N/A	—	2,366	-2,366	-100%	$171.9K	—	—	—
Johnson Financial Group, Inc.	N/A	—	2,100	-2,100	-100%	$152.6K	—	—	—
Allworth Financial LP	N/A	—	1,995	-1,995	-100%	$145.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,406	-1,406	-100%	$102.2K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	1,341	-1,341	-100%	$97.4K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1,170	-1,170	-100%	$85.0K	—	—	—
Pursuit Wealth Strategies, LLC	N/A	—	1,155	-1,155	-100%	$83.9K	—	—	—
Forum Finance Group S.A.	N/A	—	1,020	-1,020	-100%	$60	—	—	—
Atlantic Union Bankshares Corp	N/A	—	960	-960	-100%	$69.8K	—	—	—
Caitlin John, LLC	N/A	—	891	-891	-100%	$64.7K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	890	-890	-100%	$64.6K	—	—	—
BlackRock, Inc.	N/A	—	600	-600	-100%	$43.6K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	592	-592	-100%	$43.0K	—	—	—
Highland Investment Advisors LLC	N/A	—	465	-465	-100%	$33.8K	—	—	—
SouthState Bank Corp	N/A	—	450	-450	-100%	$32.7K	—	—	—
Colonial Trust Co / SC	N/A	—	450	-450	-100%	$32.7K	—	—	—
Ancora Advisors LLCA	N/A	—	420	-420	-100%	$30.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	390	-390	-100%	$28.3K	—	—	—
Financial Life Planners	N/A	—	365	-365	-100%	$26.5K	—	—	—
FWL Investment Management, LLC	N/A	—	300	-300	-100%	$21.8K	—	—	—
Front Row Advisors LLC	N/A	—	288	-288	-100%	$21.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	286	-286	-100%	$20.8K	—	—	—
Basepoint Wealth LLC	N/A	—	280	-280	-100%	$20.3K	—	—	—
BFC Planning, Inc.	N/A	—	241	-241	-100%	$17.5K	—	—	—
Continuum Advisory, LLC	N/A	—	222	-222	-100%	$16.1K	—	—	—
Synergy Investment Management, LLC	N/A	—	198	-198	-100%	$14.4K	—	—	—
Capital Analysts, LLC	N/A	—	198	-198	-100%	$14	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	165	-165	-100%	$12.0K	—	—	—
Fortis Group Advisors, LLC	N/A	—	126	-126	-100%	$9.2K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	124	-124	-100%	$9.3K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	108	-108	-100%	$7.6K	—	—	—
AE Wealth Management LLC	N/A	—	97	-97	-100%	$7.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	67	-67	-100%	$4.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	53	-53	-100%	$3.9K	—	—	—
HM Payson & Co	N/A	—	53	-53	-100%	$3.9K	—	—	—
Core Capital Management & Research, inc.	N/A	—	39	-39	-100%	$2.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	33	-33	-100%	$2.4K	—	—	—
Dunhill Financial, LLC	N/A	—	13	-13	-100%	$944	—	—	—
Financial Gravity Companies, Inc.	N/A	—	3	-3	-100%	$218	—	—	—
Capital Advisor Network LLC	N/A	—	3	-3	-100%	$218	—	—	—
UBS Asset Management Americas LLC	N/A	—	2	-2	-100%	$145	—	—	—
HHM Wealth Advisors, LLC	N/A	—	1	-1	-100%	$73	—	—	—

Showing 303 of 303 institutions