Ishares DOW Jones U.S. ETF (IYY)

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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Thrivent Financial for Lutherans

NEW

Shares186,608

Change+186,608

Value$34.7M

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares108,080 from 47,683

Change+60,397 (+127%)

Value$20.0M (+$11.3M)

Filed 2026-11-02

Apella Capital, LLC

DECREASED

Shares84,157 from 84,331

Change-174 (0%)

Value$15.9M (+$527.9K)

Filed 2026-10-08

Creative Planning

INCREASED

Shares45,280 from 37,743

Change+7,537 (+20%)

Value$8.4M (+$1.5M)

Filed 2026-11-02

Steinberganna Wealth Management

DECREASED

Shares35,774 from 36,265

Change-491 (-1%)

Value$6.6M (+$22.1K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares35,579 from 35,344

Change+235 (+1%)

Value$6.7M (+$189.4K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares35,407 from 56,266

Change-20,859 (-37%)

Value$6.6M (-$3.7M)

Filed 2026-11-02

Arkansas Financial Group, Inc.

INCREASED

Shares32,660 from 29,721

Change+2,939 (+10%)

Value$6.1M (+$637.6K)

Filed 2026-10-26

Bank of New York Mellon Corp

DECREASED

Shares30,218 from 30,220

Change-2 (0%)

Value$5.6M (+$93.9K)

Filed 2026-11-05

Aspiriant, LLC

UNCHANGED

Shares29,744 from 29,744

Change0 (0%)

Value$5.5M (+$92.8K)

Filed 2026-10-16

Fifth Third Bancorp

DECREASED

Shares29,463 from 29,510

Change-47 (0%)

Value$5.5M (+$83.4K)

Filed 2026-11-05

DSG Capital Advisors, LLC

UNCHANGED

Shares24,800 from 24,800

Change0 (0%)

Value$4.6M (+$55.6K)

Filed 2026-11-05

First Heartland Consultants, Inc.

DECREASED

Shares23,274 from 23,497

Change-223 (-1%)

Value$4.3M (+$32.0K)

Filed 2026-10-08

Asset Advisors Investment Management, LLC

UNCHANGED

Shares21,249 from 21,249

Change0 (0%)

Value$3.9M (+$66.3K)

Filed 2026-10-19

Lido Advisors, LLC

INCREASED

Shares21,020 from 19,592

Change+1,428 (+7%)

Value$3.9M (+$326.0K)

Filed 2026-11-04

ASL Financial, LLC

INCREASED

Shares20,480 from 20,240

Change+240 (+1%)

Value$3.8M (+$107.6K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares20,026 from 19,746

Change+280 (+1%)

Value$3.7K (-$3.6M)

Filed 2026-11-02

Ritholtz Wealth Management

DECREASED

Shares19,488 from 19,540

Change-52 (0%)

Value$3.6M (+$51.3K)

Filed 2026-11-05

Ellis Investment Partners, LLC

INCREASED

Shares18,212 from 17,601

Change+611 (+3%)

Value$3.4M (+$168.4K)

Filed 2026-10-21

Truist Financial Corp

DECREASED

Shares17,508 from 18,553

Change-1,045 (-6%)

Value$3.2M (-$135.8K)

Filed 2026-10-30

Finley Financial, LLC

DECREASED

Shares13,906 from 14,017

Change-111 (-1%)

Value$2.6M (+$28.7K)

Filed 2026-10-28

Sage Investment Advisers LLC

INCREASED

Shares12,127 from 12,107

Change+20 (+0%)

Value$2.2M (+$41.5K)

Filed 2026-10-21

Sigma Planning Corp

DECREASED

Shares10,808 from 16,490

Change-5,682 (-34%)

Value$2.0M (-$1.0M)

Filed 2026-10-23

Mine & Arao Wealth Creation & Management, Llc.

DECREASED

Shares9,745 from 10,568

Change-823 (-8%)

Value$1.8M (-$119.7K)

Filed 2026-10-29

Kaydan Wealth Management, Inc.

UNCHANGED

Shares9,273 from 9,273

Change0 (0%)

Value$1.7M (+$28.9K)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares8,947 from 8,621

Change+326 (+4%)

Value$1.7M (+$87.4K)

Filed 2026-10-08

Cullen T Bankers, Inc.

INCREASED

Shares7,380 from 7,363

Change+17 (+0%)

Value$1.4M (+$26.1K)

Filed 2026-10-28

Clark Asset Management, LLC

UNCHANGED

Shares6,900 from 6,900

Change0 (0%)

Value$1.3M (+$21.5K)

Filed 2026-10-19

NWF Advisory Services Inc.

UNCHANGED

Shares6,530 from 6,530

Change0 (0%)

Value$1.2M (+$20.4K)

Filed 2026-10-19

Wedmont Private Capital

INCREASED

Shares6,524 from 1,363

Change+5,161 (+379%)

Value$1.2M (+$976.1K)

Filed 2026-10-09

Cortland Associates Inc

UNCHANGED

Shares6,502 from 6,502

Change0 (0%)

Value$1.2M (+$20.0K)

Filed 2026-10-29

GenWealth Group, Inc.

UNCHANGED

Shares6,310 from 6,310

Change0 (0%)

Value$1.2M (+$19.7K)

Filed 2026-10-16

Founders Financial Securities LLC

DECREASED

Shares6,044 from 6,142

Change-98 (-2%)

Value$1.1M (+$1.0K)

Filed 2026-10-28

Vontobel Holding Ltd.

INCREASED

Shares6,000 from 4,655

Change+1,345 (+29%)

Value$1.1M (+$263.9K)

Filed 2026-10-16

Smith Chas P & Associates PA Cpas

INCREASED

Shares5,726 from 4,197

Change+1,529 (+36%)

Value$1.1M (+$296.6K)

Filed 2026-10-22

TD Waterhouse Canada Inc.

INCREASED

Shares5,651 from 5,421

Change+230 (+4%)

Value$1.0M (+$63.8K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

DECREASED

Shares5,587 from 5,635

Change-48 (-1%)

Value$1.0M (+$8.6K)

Filed 2026-11-05

Riverbend Wealth Management, LLC

UNCHANGED

Shares5,400 from 5,400

Change0 (0%)

Value$1.0M (+$16.8K)

Filed 2026-10-15

Chung Wu Investment Group, LLC

UNCHANGED

Shares5,220 from 5,220

Change0 (0%)

Value$967.8K (+$16.3K)

Filed 2026-11-03

Patten & Patten Inc

UNCHANGED

Shares5,107 from 5,107

Change0 (0%)

Value$946.8K (+$15.9K)

Filed 2026-10-26

Westside Investment Management, Inc.

INCREASED

Shares5,065 from 4,565

Change+500 (+11%)

Value$939.1K (+$106.9K)

Filed 2026-11-02

Badgley Phelps Wealth Managers, LLC

UNCHANGED

Shares4,976 from 4,976

Change0 (0%)

Value$922.6K (+$15.5K)

Filed 2026-10-22

New Wave Wealth Advisors LLC

UNCHANGED

Shares4,800 from 4,800

Change0 (0%)

Value$907.3K (+$32.4K)

Filed 2026-10-19

Narus Financial Partners, LLC

DECREASED

Shares4,400 from 4,500

Change-100 (-2%)

Value$815.8K (-$4.5K)

Filed 2026-10-19

Daytona Street Capital LLC

UNCHANGED

Shares4,240 from 4,240

Change0 (0%)

Value$797.6K (+$18.2K)

Filed 2026-10-15

Heritage Investment Group, Inc.

UNCHANGED

Shares4,094 from 4,094

Change0 (0%)

Value$759.0K (+$12.8K)

Filed 2026-11-03

Vise Technologies, Inc.

NEW

Shares3,860

Change+3,860

Value$715.6K

Filed 2026-10-29

SkyOak Wealth, LLC

UNCHANGED

Shares3,730 from 3,730

Change0 (0%)

Value$691.5K (+$11.6K)

Filed 2026-10-28

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

UNCHANGED

Shares3,679 from 3,679

Change0 (0%)

Value$682.1K (+$11.5K)

Filed 2026-10-27

Signal Advisors Wealth, LLC

DECREASED

Shares3,528 from 3,529

Change-1 (0%)

Value$654.1K (+$10.8K)

Filed 2026-10-13

International Assets Investment Management, LLC

UNCHANGED

Shares3,521 from 3,521

Change0 (0%)

Value$654.2K (+$13.6K)

Filed 2026-11-02

Larson Financial Group LLC

INCREASED

Shares3,517 from 3,510

Change+7 (+0%)

Value$652.0K (+$12.3K)

Filed 2026-11-05

Concurrent Investment Advisors, LLC

INCREASED

Shares3,474 from 3,120

Change+354 (+11%)

Value$644.1K (+$75.3K)

Filed 2026-10-16

Evanson Financial, LLC

INCREASED

Shares3,447 from 3,439

Change+8 (+0%)

Value$639.1K (+$12.2K)

Filed 2026-10-23

Fairvoy Private Wealth, LLC

UNCHANGED

Shares3,293 from 3,293

Change0 (0%)

Value$610.5K (+$10.3K)

Filed 2026-10-19

Ballew Advisors, Inc

DECREASED

Shares3,290 from 3,390

Change-100 (-3%)

Value$615.6K (-$643)

Filed 2026-10-05

Capital Investment Advisors, LLC

INCREASED

Shares3,262 from 3,261

Change+1 (+0%)

Value$604.8K (+$10.4K)

Filed 2026-10-22

Wedbush Securities Inc

UNCHANGED

Shares3,219 from 3,219

Change0 (0%)

Value$597 (-$586.4K)

Filed 2026-10-22

Elevation Point Wealth Partners, LLC

NEW

Shares3,106

Change+3,106

Value$585.0K

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares3,072 from 3,072

Change0 (0%)

Value$569.5K (+$9.6K)

Filed 2026-11-05

Fiduciary Alliance LLC

INCREASED

Shares3,056 from 3,049

Change+7 (+0%)

Value$566.5K (+$10.8K)

Filed 2026-10-13

Murphy, Middleton, Hinkle & Parker, Inc.

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$556.2K (+$9.4K)

Filed 2026-10-15

Laurel Wealth Planning LLC

UNCHANGED

Shares2,854 from 2,854

Change0 (0%)

Value$529.1K (+$8.9K)

Filed 2026-11-02

Nations Financial Group Inc,

INCREASED

Shares2,717 from 2,715

Change+2 (+0%)

Value$503.8K (+$8.8K)

Filed 2026-11-05

Financial Partners Group, Inc

UNCHANGED

Shares2,711 from 2,711

Change0 (0%)

Value$502.6K (+$8.5K)

Filed 2026-10-19

Summit Wealth Group LLC / Co

INCREASED

Shares2,571 from 2,565

Change+6 (+0%)

Value$476.6K (+$9.1K)

Filed 2026-10-29

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares2,331 from 2,331

Change0 (0%)

Value$432.2K (+$7.3K)

Filed 2026-10-27

Penobscot Wealth Management

UNCHANGED

Shares2,308 from 2,308

Change0 (0%)

Value$428.0K (+$7.2K)

Filed 2026-10-21

Hubbell Strickland Wealth Management, LLC

INCREASED

Shares2,280 from 2,278

Change+2 (+0%)

Value$422.8K (+$7.5K)

Filed 2026-10-29

SP Asset Management LLC

INCREASED

Shares2,267 from 2,262

Change+5 (+0%)

Value$420.4K (+$8.0K)

Filed 2026-11-05

Sonata Capital Group Inc

DECREASED

Shares2,250 from 2,265

Change-15 (-1%)

Value$417.2K (+$4.3K)

Filed 2026-10-19

Private Wealth Partners, LLC

UNCHANGED

Shares2,200 from 2,200

Change0 (0%)

Value$407.9K (+$6.9K)

Filed 2026-10-22

Yoder Wealth Management, Inc.

UNCHANGED

Shares2,190 from 2,190

Change0 (0%)

Value$406.0K (+$6.8K)

Filed 2026-10-13

Aspect Partners, LLC

DECREASED

Shares2,127 from 2,342

Change-215 (-9%)

Value$394.3K (-$32.6K)

Filed 2026-10-20

Burke & Herbert Bank & Trust Co

DECREASED

Shares2,122 from 2,162

Change-40 (-2%)

Value$393.4K (-$670)

Filed 2026-11-02

Essex LLC

DECREASED

Shares2,117 from 2,170

Change-53 (-2%)

Value$392.5K (-$3.1K)

Filed 2026-10-14

Legacy Financial Group, Inc.

UNCHANGED

Shares2,112 from 2,112

Change0 (0%)

Value$391.6K (+$6.6K)

Filed 2026-10-21

Planned Solutions, Inc.

UNCHANGED

Shares2,106 from 2,106

Change0 (0%)

Value$390.5K (+$6.6K)

Filed 2026-10-19

Brighton Jones LLC

UNCHANGED

Shares2,085 from 2,085

Change0 (0%)

Value$386.6K (+$6.5K)

Filed 2026-11-03

Certuity, LLC

UNCHANGED

Shares2,057 from 2,057

Change0 (0%)

Value$381.4K (+$6.4K)

Filed 2026-11-02

Wealthstar Advisors, LLC

DECREASED

Shares1,990 from 2,072

Change-82 (-4%)

Value$369.0K (-$8.7K)

Filed 2026-10-19

Independent Financial Group, LLC

INCREASED

Shares1,982 from 1,782

Change+200 (+11%)

Value$367.5K (+$42.6K)

Filed 2026-10-13

Indivisible Partners

INCREASED

Shares1,959 from 1,954

Change+5 (+0%)

Value$363.1K (+$6.9K)

Filed 2026-10-26

Curat Global, LLC

INCREASED

Shares1,948 from 1,198

Change+750 (+63%)

Value$361.2K (+$6.1K)

Filed 2026-10-26

Peachtree Investment Partners, LLC

INCREASED

Shares1,867 from 1,863

Change+4 (+0%)

Value$346.1K (+$6.5K)

Filed 2026-11-05

Cooper S Advisors, LLC

DECREASED

Shares1,849 from 1,925

Change-76 (-4%)

Value$342.8K (-$8.1K)

Filed 2026-11-03

MBA Advisors LLC

INCREASED

Shares1,842 from 1,839

Change+3 (+0%)

Value$341.5K (+$6.4K)

Filed 2026-10-29

Clarity Wealth Advisors, LLC

DECREASED

Shares1,835 from 1,917

Change-82 (-4%)

Value$340.2K (-$9.2K)

Filed 2026-10-21

Edge Wealth Management LLC

UNCHANGED

Shares1,827 from 1,827

Change0 (0%)

Value$340.5K (+$7.5K)

Filed 2026-10-13

Reflection Asset Management

INCREASED

Shares1,792 from 1,781

Change+11 (+1%)

Value$332.3K (+$7.7K)

Filed 2026-10-28

Perigon Wealth Management, LLC

UNCHANGED

Shares1,790 from 1,790

Change0 (0%)

Value$331.9K (+$5.6K)

Filed 2026-10-22

Guided Capital Wealth Management, LLC

UNCHANGED

Shares1,738 from 1,738

Change0 (0%)

Value$322.2K (+$5.4K)

Filed 2026-10-21

Balentine LLC

INCREASED

Shares1,727 from 1,726

Change+1 (+0%)

Value$320.1K (+$5.5K)

Filed 2026-11-03

Garner Asset Management Corp

INCREASED

Shares1,707 from 1,703

Change+4 (+0%)

Value$317.5K (+$7.1K)

Filed 2026-10-30

SC&H Financial Advisors, Inc.

UNCHANGED

Shares1,636 from 1,636

Change0 (0%)

Value$303.3K (+$5.1K)

Filed 2026-10-14

Targeted Financial Services LLC

INCREASED

Shares1,591 from 1,193

Change+398 (+33%)

Value$295.0K (+$77.5K)

Filed 2026-10-19

BridgePort Financial Solutions, LLC

INCREASED

Shares1,547 from 1,546

Change+1 (+0%)

Value$286.8K (+$4.9K)

Filed 2026-11-02

Galvin, Gaustad & Stein, LLC

INCREASED

Shares1,505 from 1,502

Change+3 (+0%)

Value$279.1K (+$5.3K)

Filed 2026-10-08

WBH Advisory Inc

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$278.1K (+$4.7K)

Filed 2026-11-05

Lake Street Private Wealth, LLC

DECREASED

Shares1,480 from 1,510

Change-30 (-2%)

Value$274.4K (-$851)

Filed 2026-10-22

SRH Advisors, LLC

UNCHANGED

Shares1,450 from 1,450

Change0 (0%)

Value$268.8K (+$4.5K)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares1,419 from 1,385

Change+34 (+2%)

Value$263.1K (+$10.6K)

Filed 2026-10-16

BLB&B Advisors, LLC

DECREASED

Shares1,413 from 1,520

Change-107 (-7%)

Value$262.0K (-$15.1K)

Filed 2026-10-27

Fagan Associates, Inc.

UNCHANGED

Shares1,400 from 1,400

Change0 (0%)

Value$259.6K (+$4.4K)

Filed 2026-10-13

Great Lakes Retirement, Inc.

UNCHANGED

Shares1,308 from 1,308

Change0 (0%)

Value$242.5K (+$4.1K)

Filed 2026-10-26

Aureum Wealth Management, LLC

DECREASED

Shares1,270 from 1,355

Change-85 (-6%)

Value$235.5K (-$11.5K)

Filed 2026-10-15

LexAurum Advisors, LLC

UNCHANGED

Shares1,220 from 1,220

Change0 (0%)

Value$226.2K (+$3.8K)

Filed 2026-10-19

Procyon Advisors, LLC

UNCHANGED

Shares1,212 from 1,212

Change0 (0%)

Value$224.7K (+$3.8K)

Filed 2026-10-21

Princeton Global Asset Management LLC

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$222.5K (+$3.7K)

Filed 2026-10-21

Sentry LLC

UNCHANGED

Shares1,170 from 1,170

Change0 (0%)

Value$216.9K (+$3.7K)

Filed 2026-10-30

Washburn Capital Management, Inc.

DECREASED

Shares1,105 from 1,379

Change-274 (-20%)

Value$204.9K (-$46.5K)

Filed 2026-10-19

Accredited Investors Inc.

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$203.9K (+$3.4K)

Filed 2026-11-03

Assetmark, Inc

INCREASED

Shares988 from 730

Change+258 (+35%)

Value$183.2K (+$50.1K)

Filed 2026-10-21

Private Trust Co NA

INCREASED

Shares663 from 25

Change+638 (+2552%)

Value$122.9K (+$118.4K)

Filed 2026-10-20

RMG Wealth Management LLC

NEW

Shares597

Change+597

Value$110.6K

Filed 2026-10-26

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares573 from 573

Change0 (0%)

Value$106.2K (+$1.8K)

Filed 2026-11-02

Triumph Capital Management

UNCHANGED

Shares573 from 573

Change0 (0%)

Value$106.2K (+$1.8K)

Filed 2026-10-14

Archer Investment Corp

INCREASED

Shares524 from 523

Change+1 (+0%)

Value$97.1K (+$1.8K)

Filed 2026-11-05

William Mack & Associates, Inc.

NEW

Shares498

Change+498

Value$92.3K

Filed 2026-10-27

Grove Bank & Trust

UNCHANGED

Shares497 from 497

Change0 (0%)

Value$92.1K (+$1.6K)

Filed 2026-10-08

Bangor Savings Bank

UNCHANGED

Shares472 from 472

Change0 (0%)

Value$87.5K (+$1.5K)

Filed 2026-10-06

Montag A & Associates Inc

UNCHANGED

Shares437 from 437

Change0 (0%)

Value$81.0K (+$1.4K)

Filed 2026-10-29

Townsend Asset Management Corp

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$74.2K (+$1.2K)

Filed 2026-10-29

AlphaCore Capital LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$55.6K (+$936)

Filed 2026-11-04

MTM Investment Management, LLC

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$50.1K (+$842)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

DECREASED

Shares200 from 308

Change-108 (-35%)

Value$37.1K (-$19.1K)

Filed 2026-11-03

Birch Financial Group, LLC

NEW

Shares162

Change+162

Value$30.1K

Filed 2026-10-27

Edgemoor Investment Advisors, Inc.

NEW

Shares150

Change+150

Value$27.8K

Filed 2026-11-03

West Financial Advisors, LLC

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$27.1K (+$456)

Filed 2026-10-22

Hughes Financial Services, LLC

UNCHANGED

Shares126 from 126

Change0 (0%)

Value$23.6K (+$602)

Filed 2026-10-30

Duncker Streett & Co Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$18.5K (+$312)

Filed 2026-10-27

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$18.5K (+$312)

Filed 2026-11-02

Creative Financial Designs Inc

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$15.6K (+$262)

Filed 2026-11-04

Gamma Investing LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$12.2K (+$206)

Filed 2026-10-08

Main Street Group, LTD

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$9.6K (+$162)

Filed 2026-10-28

Piedmont Capital Management, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$8.5K (+$143)

Filed 2026-10-21

Barnes Dennig Private Wealth Management LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$6.5K (+$109)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

NEW

Shares30

Change+30

Value$5.6K

Filed 2026-11-04

Laurel Wealth Advisors LLC

NEW

Shares28

Change+28

Value$5.2K

Filed 2026-10-27

Nemes Rush Group LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$3.2K (+$53)

Filed 2026-11-04

IFS Advisors, LLC

NEW

Shares6

Change+6

Value$1.1K

Filed 2026-10-14

Elevation Capital Advisory, LLC

CLOSED

Shares0 from 38,714

Change-38,714 (-100%)

Value$0 (-$7.1M)

Filed 2026-10-29

AdvisorNet Financial, Inc

CLOSED

Shares0 from 480

Change-480 (-100%)

Value$0 (-$87.5K)

Filed 2026-10-15

Toth Financial Advisory Corp

CLOSED

Shares0 from 133

Change-133 (-100%)

Value$0 (-$24.2K)

Filed 2026-10-08

Morgan Stanley

N/A

Shares— from 422,361

Change-422,361 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 336,065

Change-336,065 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 248,722

Change-248,722 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 154,494

Change-154,494 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 139,986

Change-139,986 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 124,307

Change-124,307 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 102,627

Change-102,627 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 87,183

Change-87,183 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 80,777

Change-80,777 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 71,806

Change-71,806 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 70,742

Change-70,742 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 61,828

Change-61,828 (-100%)

Value—

UBS Group AG

N/A

Shares— from 54,703

Change-54,703 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 44,895

Change-44,895 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 44,050

Change-44,050 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 40,054

Change-40,054 (-100%)

Value—

FMR LLC

N/A

Shares— from 38,171

Change-38,171 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 33,871

Change-33,871 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 29,949

Change-29,949 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 29,703

Change-29,703 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 29,467

Change-29,467 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 28,750

Change-28,750 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 25,687

Change-25,687 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 25,193

Change-25,193 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 22,414

Change-22,414 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 19,853

Change-19,853 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 18,809

Change-18,809 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 16,498

Change-16,498 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,335

Change-16,335 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 15,225

Change-15,225 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 14,592

Change-14,592 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 14,510

Change-14,510 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 12,784

Change-12,784 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 12,671

Change-12,671 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 12,166

Change-12,166 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,875

Change-11,875 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 11,049

Change-11,049 (-100%)

Value—

Thomasville National Bank

N/A

Shares— from 10,335

Change-10,335 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 10,059

Change-10,059 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 9,960

Change-9,960 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 9,769

Change-9,769 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 9,189

Change-9,189 (-100%)

Value—

Kelman-Lazarov, Inc.

N/A

Shares— from 8,838

Change-8,838 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,470

Change-8,470 (-100%)

Value—

Fayez Sarofim & Co

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Novak & Powell Financial Services, Inc.

N/A

Shares— from 7,332

Change-7,332 (-100%)

Value—

Mathes Company, Inc.

N/A

Shares— from 6,900

Change-6,900 (-100%)

Value—

Ibex Wealth Advisors

N/A

Shares— from 6,655

Change-6,655 (-100%)

Value—

Legacy Capital Group California, Inc.

N/A

Shares— from 6,354

Change-6,354 (-100%)

Value—

NorthCoast Asset Management LLC

N/A

Shares— from 6,353

Change-6,353 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,157

Change-6,157 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 6,137

Change-6,137 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 6,081

Change-6,081 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 6,008

Change-6,008 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 5,924

Change-5,924 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 5,855

Change-5,855 (-100%)

Value—

Centric Wealth Management

N/A

Shares— from 5,854

Change-5,854 (-100%)

Value—

RIK Saylor Financial, Inc.

N/A

Shares— from 5,843

Change-5,843 (-100%)

Value—

Bawa N Mallick Trust

N/A

Shares— from 5,750

Change-5,750 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 5,697

Change-5,697 (-100%)

Value—

V2 Financial group LLC

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 5,430

Change-5,430 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,630

Change-4,630 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 4,495

Change-4,495 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 4,430

Change-4,430 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 4,355

Change-4,355 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 4,354

Change-4,354 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,222

Change-4,222 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 4,201

Change-4,201 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 4,153

Change-4,153 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 3,951

Change-3,951 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,910

Change-3,910 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 3,864

Change-3,864 (-100%)

Value—

Twin Focus Capital Partners, LLC

N/A

Shares— from 3,864

Change-3,864 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 3,662

Change-3,662 (-100%)

Value—

CCG Wealth Management, LLC

N/A

Shares— from 3,302

Change-3,302 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,126

Change-3,126 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 3,113

Change-3,113 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 3,044

Change-3,044 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 3,035

Change-3,035 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 3,029

Change-3,029 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 2,991

Change-2,991 (-100%)

Value—

Guardian Capital, LLC

N/A

Shares— from 2,959

Change-2,959 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,911

Change-2,911 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 2,818

Change-2,818 (-100%)

Value—

Bernicke Wealth Management, Ltd.

N/A

Shares— from 2,351

Change-2,351 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 2,344

Change-2,344 (-100%)

Value—

Silver Oak Advisory Group, Inc.

N/A

Shares— from 2,339

Change-2,339 (-100%)

Value—

&partners

N/A

Shares— from 2,297

Change-2,297 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 2,218

Change-2,218 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 2,217

Change-2,217 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 2,214

Change-2,214 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,187

Change-2,187 (-100%)

Value—

Kapstone Financial Advisors LLC

N/A

Shares— from 2,051

Change-2,051 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 2,003

Change-2,003 (-100%)

Value—

One Wealth Map LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Sandy Cove Advisors, LLC

N/A

Shares— from 1,923

Change-1,923 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 1,896

Change-1,896 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,787

Change-1,787 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 1,688

Change-1,688 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 1,668

Change-1,668 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,614

Change-1,614 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 1,574

Change-1,574 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 1,495

Change-1,495 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,478

Change-1,478 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 1,457

Change-1,457 (-100%)

Value—

Main Street Research LLC

N/A

Shares— from 1,446

Change-1,446 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,396

Change-1,396 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 1,380

Change-1,380 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 1,377

Change-1,377 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 1,365

Change-1,365 (-100%)

Value—

Red Door Wealth Management, LLC

N/A

Shares— from 1,324

Change-1,324 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 1,263

Change-1,263 (-100%)

Value—

Baker Avenue Asset Management, LP

N/A

Shares— from 1,258

Change-1,258 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 1,245

Change-1,245 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,196

Change-1,196 (-100%)

Value—

Holderness Investments Co

N/A

Shares— from 1,180

Change-1,180 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 1,170

Change-1,170 (-100%)

Value—

VeraBank, N.A.

N/A

Shares— from 1,157

Change-1,157 (-100%)

Value—

Landing Point Financial Group, LLC

N/A

Shares— from 1,147

Change-1,147 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,108

Change-1,108 (-100%)

Value—

Oxford Financial Group, Ltd. LLC

N/A

Shares— from 1,084

Change-1,084 (-100%)

Value—

Blair William & Co

N/A

Shares— from 915

Change-915 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 877

Change-877 (-100%)

Value—

Cardiff Park Advisors, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 743

Change-743 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 674

Change-674 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 588

Change-588 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 549

Change-549 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 511

Change-511 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

EFG International AG

N/A

Shares— from 478

Change-478 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 387

Change-387 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 366

Change-366 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 364

Change-364 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 318

Change-318 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 257

Change-257 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 207

Change-207 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 200

Change-200 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 200

Change-200 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 190

Change-190 (-100%)

Value—

Three Bearings Fiduciary Advisors, Inc.

N/A

Shares— from 168

Change-168 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 160

Change-160 (-100%)

Value—

Tiaa Wealth Investment Management LLC

N/A

Shares— from 160

Change-160 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Marshall Investment Management, LLC

N/A

Shares— from 96

Change-96 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 82

Change-82 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 77

Change-77 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 64

Change-64 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 62

Change-62 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Thrivent Financial for Lutherans	NEW	186,608	—	+186,608	—	—	$34.7M	—	2026-11-05
Kestra Advisory Services, LLC	INCREASED	108,080	47,683	+60,397	+127%	$8.7M	$20.0M	+$11.3M	2026-11-02
Apella Capital, LLC	DECREASED	84,157	84,331	-174	0%	$15.4M	$15.9M	+$527.9K	2026-10-08
Creative Planning	INCREASED	45,280	37,743	+7,537	+20%	$6.9M	$8.4M	+$1.5M	2026-11-02
Steinberganna Wealth Management	DECREASED	35,774	36,265	-491	-1%	$6.6M	$6.6M	+$22.1K	2026-10-23
Wealth Enhancement Advisory Services, LLC	INCREASED	35,579	35,344	+235	+1%	$6.5M	$6.7M	+$189.4K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	35,407	56,266	-20,859	-37%	$10.3M	$6.6M	-$3.7M	2026-11-02
Arkansas Financial Group, Inc.	INCREASED	32,660	29,721	+2,939	+10%	$5.4M	$6.1M	+$637.6K	2026-10-26
Bank of New York Mellon Corp	DECREASED	30,218	30,220	-2	0%	$5.5M	$5.6M	+$93.9K	2026-11-05
Aspiriant, LLC	UNCHANGED	29,744	29,744	0	0%	$5.4M	$5.5M	+$92.8K	2026-10-16
Fifth Third Bancorp	DECREASED	29,463	29,510	-47	0%	$5.4M	$5.5M	+$83.4K	2026-11-05
DSG Capital Advisors, LLC	UNCHANGED	24,800	24,800	0	0%	$4.5M	$4.6M	+$55.6K	2026-11-05
First Heartland Consultants, Inc.	DECREASED	23,274	23,497	-223	-1%	$4.3M	$4.3M	+$32.0K	2026-10-08
Asset Advisors Investment Management, LLC	UNCHANGED	21,249	21,249	0	0%	$3.9M	$3.9M	+$66.3K	2026-10-19
Lido Advisors, LLC	INCREASED	21,020	19,592	+1,428	+7%	$3.6M	$3.9M	+$326.0K	2026-11-04
ASL Financial, LLC	INCREASED	20,480	20,240	+240	+1%	$3.7M	$3.8M	+$107.6K	2026-10-15
Cambridge Investment Research Advisors, Inc.	INCREASED	20,026	19,746	+280	+1%	$3.6M	$3.7K	-$3.6M	2026-11-02
Ritholtz Wealth Management	DECREASED	19,488	19,540	-52	0%	$3.6M	$3.6M	+$51.3K	2026-11-05
Ellis Investment Partners, LLC	INCREASED	18,212	17,601	+611	+3%	$3.2M	$3.4M	+$168.4K	2026-10-21
Truist Financial Corp	DECREASED	17,508	18,553	-1,045	-6%	$3.4M	$3.2M	-$135.8K	2026-10-30
Finley Financial, LLC	DECREASED	13,906	14,017	-111	-1%	$2.6M	$2.6M	+$28.7K	2026-10-28
Sage Investment Advisers LLC	INCREASED	12,127	12,107	+20	+0%	$2.2M	$2.2M	+$41.5K	2026-10-21
Sigma Planning Corp	DECREASED	10,808	16,490	-5,682	-34%	$3.0M	$2.0M	-$1.0M	2026-10-23
Mine & Arao Wealth Creation & Management, Llc.	DECREASED	9,745	10,568	-823	-8%	$1.9M	$1.8M	-$119.7K	2026-10-29
Kaydan Wealth Management, Inc.	UNCHANGED	9,273	9,273	0	0%	$1.7M	$1.7M	+$28.9K	2026-10-08
Farther Finance Advisors, LLC	INCREASED	8,947	8,621	+326	+4%	$1.6M	$1.7M	+$87.4K	2026-10-08
Cullen T Bankers, Inc.	INCREASED	7,380	7,363	+17	+0%	$1.3M	$1.4M	+$26.1K	2026-10-28
Clark Asset Management, LLC	UNCHANGED	6,900	6,900	0	0%	$1.3M	$1.3M	+$21.5K	2026-10-19
NWF Advisory Services Inc.	UNCHANGED	6,530	6,530	0	0%	$1.2M	$1.2M	+$20.4K	2026-10-19
Wedmont Private Capital	INCREASED	6,524	1,363	+5,161	+379%	$250.7K	$1.2M	+$976.1K	2026-10-09
Cortland Associates Inc	UNCHANGED	6,502	6,502	0	0%	$1.2M	$1.2M	+$20.0K	2026-10-29
GenWealth Group, Inc.	UNCHANGED	6,310	6,310	0	0%	$1.2M	$1.2M	+$19.7K	2026-10-16
Founders Financial Securities LLC	DECREASED	6,044	6,142	-98	-2%	$1.1M	$1.1M	+$1.0K	2026-10-28
Vontobel Holding Ltd.	INCREASED	6,000	4,655	+1,345	+29%	$848.5K	$1.1M	+$263.9K	2026-10-16
Smith Chas P & Associates PA Cpas	INCREASED	5,726	4,197	+1,529	+36%	$765.1K	$1.1M	+$296.6K	2026-10-22
TD Waterhouse Canada Inc.	INCREASED	5,651	5,421	+230	+4%	$985.8K	$1.0M	+$63.8K	2026-10-16
J.W. Cole Advisors, Inc.	DECREASED	5,587	5,635	-48	-1%	$1.0M	$1.0M	+$8.6K	2026-11-05
Riverbend Wealth Management, LLC	UNCHANGED	5,400	5,400	0	0%	$984.3K	$1.0M	+$16.8K	2026-10-15
Chung Wu Investment Group, LLC	UNCHANGED	5,220	5,220	0	0%	$951.5K	$967.8K	+$16.3K	2026-11-03
Patten & Patten Inc	UNCHANGED	5,107	5,107	0	0%	$930.9K	$946.8K	+$15.9K	2026-10-26
Westside Investment Management, Inc.	INCREASED	5,065	4,565	+500	+11%	$832.1K	$939.1K	+$106.9K	2026-11-02
Badgley Phelps Wealth Managers, LLC	UNCHANGED	4,976	4,976	0	0%	$907.0K	$922.6K	+$15.5K	2026-10-22
New Wave Wealth Advisors LLC	UNCHANGED	4,800	4,800	0	0%	$874.9K	$907.3K	+$32.4K	2026-10-19
Narus Financial Partners, LLC	DECREASED	4,400	4,500	-100	-2%	$820.3K	$815.8K	-$4.5K	2026-10-19
Daytona Street Capital LLC	UNCHANGED	4,240	4,240	0	0%	$779.5K	$797.6K	+$18.2K	2026-10-15
Heritage Investment Group, Inc.	UNCHANGED	4,094	4,094	0	0%	$746.3K	$759.0K	+$12.8K	2026-11-03
Vise Technologies, Inc.	NEW	3,860	—	+3,860	—	—	$715.6K	—	2026-10-29
SkyOak Wealth, LLC	UNCHANGED	3,730	3,730	0	0%	$679.9K	$691.5K	+$11.6K	2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	UNCHANGED	3,679	3,679	0	0%	$670.6K	$682.1K	+$11.5K	2026-10-27
Signal Advisors Wealth, LLC	DECREASED	3,528	3,529	-1	0%	$643.3K	$654.1K	+$10.8K	2026-10-13
International Assets Investment Management, LLC	UNCHANGED	3,521	3,521	0	0%	$640.6K	$654.2K	+$13.6K	2026-11-02
Larson Financial Group LLC	INCREASED	3,517	3,510	+7	+0%	$639.7K	$652.0K	+$12.3K	2026-11-05
Concurrent Investment Advisors, LLC	INCREASED	3,474	3,120	+354	+11%	$568.7K	$644.1K	+$75.3K	2026-10-16
Evanson Financial, LLC	INCREASED	3,447	3,439	+8	+0%	$626.9K	$639.1K	+$12.2K	2026-10-23
Fairvoy Private Wealth, LLC	UNCHANGED	3,293	3,293	0	0%	$600.2K	$610.5K	+$10.3K	2026-10-19
Ballew Advisors, Inc	DECREASED	3,290	3,390	-100	-3%	$616.3K	$615.6K	-$643	2026-10-05
Capital Investment Advisors, LLC	INCREASED	3,262	3,261	+1	+0%	$594.4K	$604.8K	+$10.4K	2026-10-22
Wedbush Securities Inc	UNCHANGED	3,219	3,219	0	0%	$587.0K	$597	-$586.4K	2026-10-22
Elevation Point Wealth Partners, LLC	NEW	3,106	—	+3,106	—	—	$585.0K	—	2026-11-05
US Bancorp \de\	UNCHANGED	3,072	3,072	0	0%	$560.0K	$569.5K	+$9.6K	2026-11-05
Fiduciary Alliance LLC	INCREASED	3,056	3,049	+7	+0%	$555.7K	$566.5K	+$10.8K	2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.	UNCHANGED	3,000	3,000	0	0%	$546.8K	$556.2K	+$9.4K	2026-10-15
Laurel Wealth Planning LLC	UNCHANGED	2,854	2,854	0	0%	$520.2K	$529.1K	+$8.9K	2026-11-02
Nations Financial Group Inc,	INCREASED	2,717	2,715	+2	+0%	$495.0K	$503.8K	+$8.8K	2026-11-05
Financial Partners Group, Inc	UNCHANGED	2,711	2,711	0	0%	$494.2K	$502.6K	+$8.5K	2026-10-19
Summit Wealth Group LLC / Co	INCREASED	2,571	2,565	+6	+0%	$467.5K	$476.6K	+$9.1K	2026-10-29
Cassaday & Co Wealth Management LLC	UNCHANGED	2,331	2,331	0	0%	$424.9K	$432.2K	+$7.3K	2026-10-27
Penobscot Wealth Management	UNCHANGED	2,308	2,308	0	0%	$420.8K	$428.0K	+$7.2K	2026-10-21
Hubbell Strickland Wealth Management, LLC	INCREASED	2,280	2,278	+2	+0%	$415.3K	$422.8K	+$7.5K	2026-10-29
SP Asset Management LLC	INCREASED	2,267	2,262	+5	+0%	$412.4K	$420.4K	+$8.0K	2026-11-05
Sonata Capital Group Inc	DECREASED	2,250	2,265	-15	-1%	$412.9K	$417.2K	+$4.3K	2026-10-19
Private Wealth Partners, LLC	UNCHANGED	2,200	2,200	0	0%	$401.0K	$407.9K	+$6.9K	2026-10-22
Yoder Wealth Management, Inc.	UNCHANGED	2,190	2,190	0	0%	$399.2K	$406.0K	+$6.8K	2026-10-13
Aspect Partners, LLC	DECREASED	2,127	2,342	-215	-9%	$426.9K	$394.3K	-$32.6K	2026-10-20
Burke & Herbert Bank & Trust Co	DECREASED	2,122	2,162	-40	-2%	$394.1K	$393.4K	-$670	2026-11-02
Essex LLC	DECREASED	2,117	2,170	-53	-2%	$395.5K	$392.5K	-$3.1K	2026-10-14
Legacy Financial Group, Inc.	UNCHANGED	2,112	2,112	0	0%	$385.0K	$391.6K	+$6.6K	2026-10-21
Planned Solutions, Inc.	UNCHANGED	2,106	2,106	0	0%	$383.9K	$390.5K	+$6.6K	2026-10-19
Brighton Jones LLC	UNCHANGED	2,085	2,085	0	0%	$380.1K	$386.6K	+$6.5K	2026-11-03
Certuity, LLC	UNCHANGED	2,057	2,057	0	0%	$375.0K	$381.4K	+$6.4K	2026-11-02
Wealthstar Advisors, LLC	DECREASED	1,990	2,072	-82	-4%	$377.7K	$369.0K	-$8.7K	2026-10-19
Independent Financial Group, LLC	INCREASED	1,982	1,782	+200	+11%	$324.8K	$367.5K	+$42.6K	2026-10-13
Indivisible Partners	INCREASED	1,959	1,954	+5	+0%	$356.2K	$363.1K	+$6.9K	2026-10-26
Curat Global, LLC	INCREASED	1,948	1,198	+750	+63%	$355.1K	$361.2K	+$6.1K	2026-10-26
Peachtree Investment Partners, LLC	INCREASED	1,867	1,863	+4	+0%	$339.5K	$346.1K	+$6.5K	2026-11-05
Cooper S Advisors, LLC	DECREASED	1,849	1,925	-76	-4%	$350.9K	$342.8K	-$8.1K	2026-11-03
MBA Advisors LLC	INCREASED	1,842	1,839	+3	+0%	$335.2K	$341.5K	+$6.4K	2026-10-29
Clarity Wealth Advisors, LLC	DECREASED	1,835	1,917	-82	-4%	$349.4K	$340.2K	-$9.2K	2026-10-21
Edge Wealth Management LLC	UNCHANGED	1,827	1,827	0	0%	$333.0K	$340.5K	+$7.5K	2026-10-13
Reflection Asset Management	INCREASED	1,792	1,781	+11	+1%	$324.6K	$332.3K	+$7.7K	2026-10-28
Perigon Wealth Management, LLC	UNCHANGED	1,790	1,790	0	0%	$326.3K	$331.9K	+$5.6K	2026-10-22
Guided Capital Wealth Management, LLC	UNCHANGED	1,738	1,738	0	0%	$316.8K	$322.2K	+$5.4K	2026-10-21
Balentine LLC	INCREASED	1,727	1,726	+1	+0%	$314.6K	$320.1K	+$5.5K	2026-11-03
Garner Asset Management Corp	INCREASED	1,707	1,703	+4	+0%	$310.5K	$317.5K	+$7.1K	2026-10-30
SC&H Financial Advisors, Inc.	UNCHANGED	1,636	1,636	0	0%	$298.2K	$303.3K	+$5.1K	2026-10-14
Targeted Financial Services LLC	INCREASED	1,591	1,193	+398	+33%	$217.5K	$295.0K	+$77.5K	2026-10-19
BridgePort Financial Solutions, LLC	INCREASED	1,547	1,546	+1	+0%	$281.9K	$286.8K	+$4.9K	2026-11-02
Galvin, Gaustad & Stein, LLC	INCREASED	1,505	1,502	+3	+0%	$273.7K	$279.1K	+$5.3K	2026-10-08
WBH Advisory Inc	UNCHANGED	1,500	1,500	0	0%	$273.4K	$278.1K	+$4.7K	2026-11-05
Lake Street Private Wealth, LLC	DECREASED	1,480	1,510	-30	-2%	$275.2K	$274.4K	-$851	2026-10-22
SRH Advisors, LLC	UNCHANGED	1,450	1,450	0	0%	$264.3K	$268.8K	+$4.5K	2026-10-22
IFP Advisors, Inc	INCREASED	1,419	1,385	+34	+2%	$252.5K	$263.1K	+$10.6K	2026-10-16
BLB&B Advisors, LLC	DECREASED	1,413	1,520	-107	-7%	$277.1K	$262.0K	-$15.1K	2026-10-27
Fagan Associates, Inc.	UNCHANGED	1,400	1,400	0	0%	$255.2K	$259.6K	+$4.4K	2026-10-13
Great Lakes Retirement, Inc.	UNCHANGED	1,308	1,308	0	0%	$238.4K	$242.5K	+$4.1K	2026-10-26
Aureum Wealth Management, LLC	DECREASED	1,270	1,355	-85	-6%	$247.0K	$235.5K	-$11.5K	2026-10-15
LexAurum Advisors, LLC	UNCHANGED	1,220	1,220	0	0%	$222.4K	$226.2K	+$3.8K	2026-10-19
Procyon Advisors, LLC	UNCHANGED	1,212	1,212	0	0%	$220.9K	$224.7K	+$3.8K	2026-10-21
Princeton Global Asset Management LLC	UNCHANGED	1,200	1,200	0	0%	$218.7K	$222.5K	+$3.7K	2026-10-21
Sentry LLC	UNCHANGED	1,170	1,170	0	0%	$213.3K	$216.9K	+$3.7K	2026-10-30
Washburn Capital Management, Inc.	DECREASED	1,105	1,379	-274	-20%	$251.4K	$204.9K	-$46.5K	2026-10-19
Accredited Investors Inc.	UNCHANGED	1,100	1,100	0	0%	$200.5K	$203.9K	+$3.4K	2026-11-03
Assetmark, Inc	INCREASED	988	730	+258	+35%	$133.1K	$183.2K	+$50.1K	2026-10-21
Private Trust Co NA	INCREASED	663	25	+638	+2552%	$4.6K	$122.9K	+$118.4K	2026-10-20
RMG Wealth Management LLC	NEW	597	—	+597	—	—	$110.6K	—	2026-10-26
Quest 10 Wealth Builders, Inc.	UNCHANGED	573	573	0	0%	$104.4K	$106.2K	+$1.8K	2026-11-02
Triumph Capital Management	UNCHANGED	573	573	0	0%	$104.4K	$106.2K	+$1.8K	2026-10-14
Archer Investment Corp	INCREASED	524	523	+1	+0%	$95.4K	$97.1K	+$1.8K	2026-11-05
William Mack & Associates, Inc.	NEW	498	—	+498	—	—	$92.3K	—	2026-10-27
Grove Bank & Trust	UNCHANGED	497	497	0	0%	$90.6K	$92.1K	+$1.6K	2026-10-08
Bangor Savings Bank	UNCHANGED	472	472	0	0%	$86.0K	$87.5K	+$1.5K	2026-10-06
Montag A & Associates Inc	UNCHANGED	437	437	0	0%	$79.6K	$81.0K	+$1.4K	2026-10-29
Townsend Asset Management Corp	UNCHANGED	400	400	0	0%	$72.9K	$74.2K	+$1.2K	2026-10-29
AlphaCore Capital LLC	UNCHANGED	300	300	0	0%	$54.7K	$55.6K	+$936	2026-11-04
MTM Investment Management, LLC	UNCHANGED	270	270	0	0%	$49.2K	$50.1K	+$842	2026-10-30
Ashton Thomas Private Wealth, LLC	DECREASED	200	308	-108	-35%	$56.1K	$37.1K	-$19.1K	2026-11-03
Birch Financial Group, LLC	NEW	162	—	+162	—	—	$30.1K	—	2026-10-27
Edgemoor Investment Advisors, Inc.	NEW	150	—	+150	—	—	$27.8K	—	2026-11-03
West Financial Advisors, LLC	UNCHANGED	146	146	0	0%	$26.6K	$27.1K	+$456	2026-10-22
Hughes Financial Services, LLC	UNCHANGED	126	126	0	0%	$23.0K	$23.6K	+$602	2026-10-30
Duncker Streett & Co Inc	UNCHANGED	100	100	0	0%	$18.2K	$18.5K	+$312	2026-10-27
Murphy & Mullick Capital Management Corp	UNCHANGED	100	100	0	0%	$18.2K	$18.5K	+$312	2026-11-02
Creative Financial Designs Inc	UNCHANGED	84	84	0	0%	$15.3K	$15.6K	+$262	2026-11-04
Gamma Investing LLC	UNCHANGED	66	66	0	0%	$12.0K	$12.2K	+$206	2026-10-08
Main Street Group, LTD	UNCHANGED	52	52	0	0%	$9.5K	$9.6K	+$162	2026-10-28
Piedmont Capital Management, LLC	UNCHANGED	46	46	0	0%	$8.4K	$8.5K	+$143	2026-10-21
Barnes Dennig Private Wealth Management LLC	UNCHANGED	35	35	0	0%	$6.4K	$6.5K	+$109	2026-10-30
EverSource Wealth Advisors, LLC	NEW	30	—	+30	—	—	$5.6K	—	2026-11-04
Laurel Wealth Advisors LLC	NEW	28	—	+28	—	—	$5.2K	—	2026-10-27
Nemes Rush Group LLC	UNCHANGED	17	17	0	0%	$3.1K	$3.2K	+$53	2026-11-04
IFS Advisors, LLC	NEW	6	—	+6	—	—	$1.1K	—	2026-10-14
Elevation Capital Advisory, LLC	CLOSED	0	38,714	-38,714	-100%	$7.1M	$0	-$7.1M	2026-10-29
AdvisorNet Financial, Inc	CLOSED	0	480	-480	-100%	$87.5K	$0	-$87.5K	2026-10-15
Toth Financial Advisory Corp	CLOSED	0	133	-133	-100%	$24.2K	$0	-$24.2K	2026-10-08
Morgan Stanley	N/A	—	422,361	-422,361	-100%	$77.0M	—	—	—
LPL Financial LLC	N/A	—	336,065	-336,065	-100%	$61.3M	—	—	—
Bank of America Corp	N/A	—	248,722	-248,722	-100%	$45.3M	—	—	—
Savant Capital, LLC	N/A	—	154,494	-154,494	-100%	$28.2M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	139,986	-139,986	-100%	$25.5M	—	—	—
Wells Fargo & Company	N/A	—	124,307	-124,307	-100%	$22.7M	—	—	—
Ameriprise Financial Inc	N/A	—	102,627	-102,627	-100%	$18.7M	—	—	—
Royal Bank of Canada	N/A	—	87,183	-87,183	-100%	$15.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	80,777	-80,777	-100%	$14.7M	—	—	—
Rothschild Wealth LLC	N/A	—	71,806	-71,806	-100%	$13.1M	—	—	—
Raymond James Financial Inc	N/A	—	70,742	-70,742	-100%	$12.9M	—	—	—
Cetera Investment Advisers	N/A	—	61,828	-61,828	-100%	$11.3M	—	—	—
UBS Group AG	N/A	—	54,703	-54,703	-100%	$10.0M	—	—	—
Cofg Advisors, LLC	N/A	—	44,895	-44,895	-100%	$8.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	44,050	-44,050	-100%	$8.0M	—	—	—
Bank of Montreal	N/A	—	40,054	-40,054	-100%	$7.3M	—	—	—
FMR LLC	N/A	—	38,171	-38,171	-100%	$7.0M	—	—	—
MAI Capital Management	N/A	—	33,871	-33,871	-100%	$6.2M	—	—	—
Money Concepts Capital Corp	N/A	—	29,949	-29,949	-100%	$5.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	29,703	-29,703	-100%	$5.4M	—	—	—
Focus Partners Wealth	N/A	—	29,467	-29,467	-100%	$5.4M	—	—	—
Merit Financial Group, LLC	N/A	—	28,750	-28,750	-100%	$5.2M	—	—	—
Captrust Financial Advisors	N/A	—	25,687	-25,687	-100%	$4.7M	—	—	—
JPMorgan Chase & Co	N/A	—	25,193	-25,193	-100%	$4.6M	—	—	—
EP Wealth Advisors, LLC	N/A	—	22,414	-22,414	-100%	$4.1M	—	—	—
Stifel Financial Corp	N/A	—	19,853	-19,853	-100%	$3.6M	—	—	—
AQR Capital Management LLC	N/A	—	18,809	-18,809	-100%	$3.4M	—	—	—
NorthRock Partners, LLC	N/A	—	16,498	-16,498	-100%	$3.0M	—	—	—
Citadel Advisors LLC	N/A	—	16,335	-16,335	-100%	$3.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	15,225	-15,225	-100%	$2.8M	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	14,592	-14,592	-100%	$2.7M	—	—	—
HighTower Advisors, LLC	N/A	—	14,510	-14,510	-100%	$2.6M	—	—	—
Brown Advisory Inc	N/A	—	12,784	-12,784	-100%	$2.3M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	12,671	-12,671	-100%	$2.3M	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	12,166	-12,166	-100%	$2.2M	—	—	—
Mariner, LLC	N/A	—	11,875	-11,875	-100%	$2.2M	—	—	—
Jones Financial Companies Lllp	N/A	—	11,049	-11,049	-100%	$2.0M	—	—	—
Thomasville National Bank	N/A	—	10,335	-10,335	-100%	$1.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	10,059	-10,059	-100%	$1.8M	—	—	—
Mercer Global Advisors Inc	N/A	—	9,960	-9,960	-100%	$1.8M	—	—	—
Kerr Financial Planning Corp	N/A	—	9,769	-9,769	-100%	$1.8M	—	—	—
IHT Wealth Management, LLC	N/A	—	9,189	-9,189	-100%	$1.7M	—	—	—
Kelman-Lazarov, Inc.	N/A	—	8,838	-8,838	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	8,470	-8,470	-100%	$1.5M	—	—	—
Fayez Sarofim & Co	N/A	—	8,000	-8,000	-100%	$1.5M	—	—	—
Novak & Powell Financial Services, Inc.	N/A	—	7,332	-7,332	-100%	$1.3M	—	—	—
Mathes Company, Inc.	N/A	—	6,900	-6,900	-100%	$1.3M	—	—	—
Ibex Wealth Advisors	N/A	—	6,655	-6,655	-100%	$1.2M	—	—	—
Legacy Capital Group California, Inc.	N/A	—	6,354	-6,354	-100%	$1.2M	—	—	—
NorthCoast Asset Management LLC	N/A	—	6,353	-6,353	-100%	$1.2M	—	—	—
Private Advisor Group, LLC	N/A	—	6,157	-6,157	-100%	$1.1M	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	6,137	-6,137	-100%	$1.1M	—	—	—
Quantinno Capital Management LP	N/A	—	6,081	-6,081	-100%	$1.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	6,008	-6,008	-100%	$1.1M	—	—	—
Waverly Advisors, LLC	N/A	—	6,000	-6,000	-100%	$1.1M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	5,924	-5,924	-100%	$1.1M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	5,855	-5,855	-100%	$1.1M	—	—	—
Centric Wealth Management	N/A	—	5,854	-5,854	-100%	$1.0M	—	—	—
RIK Saylor Financial, Inc.	N/A	—	5,843	-5,843	-100%	$1.1M	—	—	—
Bawa N Mallick Trust	N/A	—	5,750	-5,750	-100%	$1.0M	—	—	—
National Bank of Canada	N/A	—	5,697	-5,697	-100%	$1.0M	—	—	—
V2 Financial group LLC	N/A	—	5,500	-5,500	-100%	$1.0M	—	—	—
Northern Trust Corp	N/A	—	5,430	-5,430	-100%	$989.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,630	-4,630	-100%	$844.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	4,495	-4,495	-100%	$819.4K	—	—	—
HighPoint Advisor Group LLC	N/A	—	4,430	-4,430	-100%	$807.5K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	4,355	-4,355	-100%	$793.9K	—	—	—
Smithfield Trust Co	N/A	—	4,354	-4,354	-100%	$793.0K	—	—	—
BlackRock, Inc.	N/A	—	4,222	-4,222	-100%	$769.5K	—	—	—
Baird Financial Group, Inc.	N/A	—	4,201	-4,201	-100%	$765.8K	—	—	—
Mutual Advisors, LLC	N/A	—	4,153	-4,153	-100%	$756.9K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	3,951	-3,951	-100%	$720.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,910	-3,910	-100%	$712.8K	—	—	—
HRT Financial LP	N/A	—	3,864	-3,864	-100%	$704.0K	—	—	—
Twin Focus Capital Partners, LLC	N/A	—	3,864	-3,864	-100%	$704.3K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	3,662	-3,662	-100%	$667.5K	—	—	—
CCG Wealth Management, LLC	N/A	—	3,302	-3,302	-100%	$601.9K	—	—	—
Cerity Partners LLC	N/A	—	3,126	-3,126	-100%	$569.8K	—	—	—
Advisory Services Network, LLC	N/A	—	3,113	-3,113	-100%	$567.5K	—	—	—
RWA Wealth Partners, LLC	N/A	—	3,044	-3,044	-100%	$554.9K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	3,035	-3,035	-100%	$553.2K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	3,029	-3,029	-100%	$552.2K	—	—	—
Glenmede Trust Co NA	N/A	—	2,991	-2,991	-100%	$545.2K	—	—	—
Guardian Capital, LLC	N/A	—	2,959	-2,959	-100%	$539.3K	—	—	—
AE Wealth Management LLC	N/A	—	2,911	-2,911	-100%	$530.6K	—	—	—
Leavell Investment Management, Inc.	N/A	—	2,818	-2,818	-100%	$513.7K	—	—	—
Bernicke Wealth Management, Ltd.	N/A	—	2,351	-2,351	-100%	$428.5K	—	—	—
Wealthspire Advisors, LLC	N/A	—	2,344	-2,344	-100%	$427.2K	—	—	—
Silver Oak Advisory Group, Inc.	N/A	—	2,339	-2,339	-100%	$426.0K	—	—	—
&partners	N/A	—	2,297	-2,297	-100%	$418.7K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	2,218	-2,218	-100%	$404.3K	—	—	—
Melfa Wealth Management, Inc.	N/A	—	2,217	-2,217	-100%	$404.1K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	2,214	-2,214	-100%	$403.5K	—	—	—
Harbour Investments, Inc.	N/A	—	2,187	-2,187	-100%	$398.7K	—	—	—
Kapstone Financial Advisors LLC	N/A	—	2,051	-2,051	-100%	$373.9K	—	—	—
Allworth Financial LP	N/A	—	2,003	-2,003	-100%	$365.1K	—	—	—
One Wealth Map LLC	N/A	—	2,000	-2,000	-100%	$355.7K	—	—	—
Sandy Cove Advisors, LLC	N/A	—	1,923	-1,923	-100%	$350.4K	—	—	—
Principal Securities, Inc.	N/A	—	1,896	-1,896	-100%	$345.7K	—	—	—
North Star Asset Management Inc	N/A	—	1,800	-1,800	-100%	$328.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,787	-1,787	-100%	$325.7K	—	—	—
Arkadios Wealth Advisors	N/A	—	1,688	-1,688	-100%	$307.6K	—	—	—
Hancock Whitney Corp	N/A	—	1,668	-1,668	-100%	$304.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,614	-1,614	-100%	$294.1K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	1,574	-1,574	-100%	$286.9K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	1,495	-1,495	-100%	$272.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,478	-1,478	-100%	$269.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	1,457	-1,457	-100%	$265.6K	—	—	—
Main Street Research LLC	N/A	—	1,446	-1,446	-100%	$263.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,396	-1,396	-100%	$254.4K	—	—	—
Destination Wealth Management	N/A	—	1,380	-1,380	-100%	$251.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	1,377	-1,377	-100%	$251.0K	—	—	—
Tyche Wealth Partners LLC	N/A	—	1,365	-1,365	-100%	$248.8K	—	—	—
Red Door Wealth Management, LLC	N/A	—	1,324	-1,324	-100%	$241.4K	—	—	—
Snowden Capital Advisors LLC	N/A	—	1,263	-1,263	-100%	$230.2K	—	—	—
Baker Avenue Asset Management, LP	N/A	—	1,258	-1,258	-100%	$229.3K	—	—	—
Johnson Investment Counsel Inc	N/A	—	1,245	-1,245	-100%	$226.9K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,196	-1,196	-100%	$218.0K	—	—	—
Holderness Investments Co	N/A	—	1,180	-1,180	-100%	$215.1K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	1,170	-1,170	-100%	$213.3K	—	—	—
VeraBank, N.A.	N/A	—	1,157	-1,157	-100%	$210.9K	—	—	—
Landing Point Financial Group, LLC	N/A	—	1,147	-1,147	-100%	$209.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,108	-1,108	-100%	$202.0K	—	—	—
Oxford Financial Group, Ltd. LLC	N/A	—	1,084	-1,084	-100%	$197.7K	—	—	—
Blair William & Co	N/A	—	915	-915	-100%	$166.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	877	-877	-100%	$159.9K	—	—	—
Cardiff Park Advisors, LLC	N/A	—	800	-800	-100%	$145.8K	—	—	—
Integrity Financial Corp	N/A	—	743	-743	-100%	$135.5K	—	—	—
Synergy Investment Management, LLC	N/A	—	700	-700	-100%	$127.6K	—	—	—
Boreal Capital Management LLC	N/A	—	700	-700	-100%	$127.6K	—	—	—
Vanguard Advisers Inc	N/A	—	674	-674	-100%	$122.9K	—	—	—
Ameriflex Group, Inc.	N/A	—	588	-588	-100%	$107.2K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	549	-549	-100%	$100.0K	—	—	—
Financial Life Planners	N/A	—	511	-511	-100%	$93.2K	—	—	—
Continuum Advisory, LLC	N/A	—	500	-500	-100%	$91.1K	—	—	—
EFG International AG	N/A	—	478	-478	-100%	$87.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	387	-387	-100%	$70.5K	—	—	—
SHP Wealth Management	N/A	—	366	-366	-100%	$66.7K	—	—	—
ST Germain D J Co Inc	N/A	—	364	-364	-100%	$66.4K	—	—	—
Arax Advisory Partners	N/A	—	318	-318	-100%	$58.0K	—	—	—
Anchor Investment Management, LLC	N/A	—	257	-257	-100%	$46.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	207	-207	-100%	$37.7K	—	—	—
Franklin Resources Inc	N/A	—	200	-200	-100%	$36.5K	—	—	—
Glassman Wealth Services	N/A	—	200	-200	-100%	$36.5K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	190	-190	-100%	$34.6K	—	—	—
Three Bearings Fiduciary Advisors, Inc.	N/A	—	168	-168	-100%	$30.6K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	160	-160	-100%	$29.2K	—	—	—
Tiaa Wealth Investment Management LLC	N/A	—	160	-160	-100%	$29.2K	—	—	—
HighMark Wealth Management LLC	N/A	—	117	-117	-100%	$21.4K	—	—	—
Meramec Financial Planners, LLC	N/A	—	100	-100	-100%	$18.0K	—	—	—
Marshall Investment Management, LLC	N/A	—	96	-96	-100%	$17.5K	—	—	—
Clearstead Advisors, LLC	N/A	—	82	-82	-100%	$14.9K	—	—	—
Bogart Wealth, LLC	N/A	—	77	-77	-100%	$14.0K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	70	-70	-100%	$12.8K	—	—	—
IFG Advisory, LLC	N/A	—	64	-64	-100%	$11.7K	—	—	—
Dunhill Financial, LLC	N/A	—	62	-62	-100%	$11.4K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	38	-38	-100%	$6.9K	—	—	—
Horizon Investments, LLC	N/A	—	15	-15	-100%	$2.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	3	-3	-100%	$657	—	—	—
Kilter Group LLC	N/A	—	2	-2	-100%	$365	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$182	—	—	—

Showing 305 of 305 institutions