Ishares Morningstar Value ET (ILCV)

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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Steele Capital Management, Inc.

INCREASED

Shares675,359 from 674,771

Change+588 (+0%)

Value$71.1M (+$2.8M)

Filed 2026-11-02

Matrix Trust Co

INCREASED

Shares671,573 from 670,985

Change+588 (+0%)

Value$70.7K (+$2.8K)

Filed 2026-10-07

Systelligence, LLC

INCREASED

Shares521,228 from 22,045

Change+499,183 (+2264%)

Value$22.9M (+$20.6M)

Filed 2026-11-05

AlphaCore Capital LLC

DECREASED

Shares211,302 from 226,633

Change-15,331 (-7%)

Value$22.3M (-$685.8K)

Filed 2026-11-04

Northwest Wealth Advisors, LLC

INCREASED

Shares211,074 from 172,952

Change+38,122 (+22%)

Value$22.2M (+$4.7M)

Filed 2026-11-02

Woodard & Co Asset Management Group Inc

DECREASED

Shares199,733 from 236,017

Change-36,284 (-15%)

Value$21.0M (-$2.9M)

Filed 2026-11-03

Lauer Wealth, LLC

INCREASED

Shares147,616 from 147,394

Change+222 (+0%)

Value$15.8M (+$597.2K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares137,950 from 138,394

Change-444 (0%)

Value$14.8M (+$445.0K)

Filed 2026-10-13

Barrett & Company, Inc.

DECREASED

Shares94,122 from 98,106

Change-3,984 (-4%)

Value$9.9M (-$17.4K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares88,035 from 89,845

Change-1,810 (-2%)

Value$9.3K (-$9.1M)

Filed 2026-11-02

Absolute Capital Management, LLC

UNCHANGED

Shares83,900 from 83,900

Change0 (0%)

Value$8.8M (+$344.0K)

Filed 2026-10-16

Strategic Blueprint, LLC

INCREASED

Shares64,434 from 52,359

Change+12,075 (+23%)

Value$6.8M (+$1.5M)

Filed 2026-10-22

Parallel Advisors, LLC

INCREASED

Shares54,297 from 516

Change+53,781 (+10423%)

Value$5.7M (+$5.7M)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares53,687 from 116,814

Change-63,127 (-54%)

Value$5.7M (-$6.2M)

Filed 2026-11-02

Apex Wealth Management, LLC

INCREASED

Shares51,594 from 51,391

Change+203 (+0%)

Value$5.4M (+$232.0K)

Filed 2026-10-20

Oppenheimer & Co Inc

INCREASED

Shares42,594 from 36,678

Change+5,916 (+16%)

Value$4.5M (+$773.6K)

Filed 2026-10-26

Mather Group, Llc.

INCREASED

Shares37,921 from 37,891

Change+30 (+0%)

Value$4.0M (+$158.6K)

Filed 2026-10-14

Ipsen Advisor Group LLC

DECREASED

Shares34,532 from 36,517

Change-1,985 (-5%)

Value$3.6M (-$59.3K)

Filed 2026-10-29

Prime Capital Investment Advisors, LLC

DECREASED

Shares32,724 from 33,018

Change-294 (-1%)

Value$3.4M (+$104.5K)

Filed 2026-10-20

Ashton Thomas Securities, LLC

NEW

Shares26,586

Change+26,586

Value$2.8M

Filed 2026-10-26

Asset One Wealth Management LLC

DECREASED

Shares20,092 from 20,752

Change-660 (-3%)

Value$2.1M (-$42.3K)

Filed 2026-11-02

Flagship Harbor Advisors, LLC

INCREASED

Shares19,169 from 18,603

Change+566 (+3%)

Value$2.0M (+$135.9K)

Filed 2026-10-26

GenWealth Group, Inc.

DECREASED

Shares16,659 from 16,786

Change-127 (-1%)

Value$1.8M (+$55.4K)

Filed 2026-10-16

Asempa Wealth Advisors

DECREASED

Shares15,926 from 17,168

Change-1,242 (-7%)

Value$1.7M (-$61.1K)

Filed 2026-10-07

Citigroup Inc

INCREASED

Shares15,449 from 15,420

Change+29 (+0%)

Value$1.6M (+$66.3K)

Filed 2026-11-04

Caliber Wealth Management, LLC / KS

DECREASED

Shares15,445 from 15,913

Change-468 (-3%)

Value$1.6M (+$16.0K)

Filed 2026-11-04

Ellis Investment Partners, LLC

INCREASED

Shares14,753 from 14,043

Change+710 (+5%)

Value$1.6M (+$132.3K)

Filed 2026-10-21

Horst & Graben Wealth Management LLC

INCREASED

Shares14,365 from 12,653

Change+1,712 (+14%)

Value$1.5M (+$221.1K)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares13,851 from 15,261

Change-1,410 (-9%)

Value$1.5M (-$86.0K)

Filed 2026-10-30

Key Capital Management, Inc

INCREASED

Shares13,671 from 7,179

Change+6,492 (+90%)

Value$1.5M (+$740.4K)

Filed 2026-11-03

Verum Partners LLC

UNCHANGED

Shares12,400 from 12,400

Change0 (0%)

Value$1.3M (+$50.8K)

Filed 2026-10-21

ANB Bank

INCREASED

Shares12,254 from 11,378

Change+876 (+8%)

Value$1.3M (+$138.9K)

Filed 2026-10-09

Fifth Third Bancorp

DECREASED

Shares12,049 from 12,231

Change-182 (-1%)

Value$1.3M (+$30.9K)

Filed 2026-11-05

Saxon Interests, Inc.

UNCHANGED

Shares11,283 from 11,283

Change0 (0%)

Value$1.2M (+$46.3K)

Filed 2026-10-26

Key FInancial Inc

INCREASED

Shares10,617 from 10,164

Change+453 (+4%)

Value$1.1M (+$89.4K)

Filed 2026-11-02

HB Wealth Management, LLC

UNCHANGED

Shares10,394 from 10,394

Change0 (0%)

Value$1.1M (+$42.6K)

Filed 2026-10-23

JIM Saulnier & Associates, LLC

DECREASED

Shares10,337 from 15,639

Change-5,302 (-34%)

Value$1.1M (-$494.3K)

Filed 2026-11-04

Lido Advisors, LLC

INCREASED

Shares10,159 from 2,952

Change+7,207 (+244%)

Value$1.1M (+$771.4K)

Filed 2026-11-04

Silverlake Wealth Management LLC

INCREASED

Shares9,511 from 5,119

Change+4,392 (+86%)

Value$1.0M (+$483.6K)

Filed 2026-10-21

International Assets Investment Management, LLC

UNCHANGED

Shares8,904 from 8,904

Change0 (0%)

Value$937.6K (+$28.3K)

Filed 2026-11-02

Chesley Taft & Associates LLC

UNCHANGED

Shares8,742 from 8,742

Change0 (0%)

Value$920.9K (+$35.8K)

Filed 2026-10-13

Cedar Point Capital Partners, LLC

INCREASED

Shares8,709 from 8,524

Change+185 (+2%)

Value$917.5K (+$54.4K)

Filed 2026-10-29

Detalus Advisors, LLC

DECREASED

Shares7,981 from 10,276

Change-2,295 (-22%)

Value$840.7K (-$199.6K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares7,636 from 6,722

Change+914 (+14%)

Value$804.3K (+$123.8K)

Filed 2026-11-02

Ullmann Wealth Partners Group, LLC

UNCHANGED

Shares7,030 from 7,030

Change0 (0%)

Value$740.5K (+$28.8K)

Filed 2026-11-02

Quadrant Private Wealth Management, LLC

NEW

Shares5,887

Change+5,887

Value$620.2K

Filed 2026-11-04

Fund Evaluation Group, LLC

NEW

Shares5,825

Change+5,825

Value$613.6K

Filed 2026-11-05

Security Financial Services, Inc.

INCREASED

Shares5,571 from 5,466

Change+105 (+2%)

Value$586.8K (+$33.5K)

Filed 2026-10-29

Pearl Planning LLC

INCREASED

Shares5,317 from 5,279

Change+38 (+1%)

Value$560.1K (+$25.6K)

Filed 2026-10-13

Summit Asset Management, LLC

UNCHANGED

Shares4,890 from 4,890

Change0 (0%)

Value$515.1K (+$20.0K)

Filed 2026-11-05

Kelly Financial Services LLC

DECREASED

Shares4,866 from 5,679

Change-813 (-14%)

Value$512.6K (-$62.3K)

Filed 2026-10-20

Farther Finance Advisors, LLC

DECREASED

Shares4,605 from 4,695

Change-90 (-2%)

Value$485.1K (+$9.8K)

Filed 2026-10-08

Towerpoint Wealth, LLC

DECREASED

Shares4,453 from 4,540

Change-87 (-2%)

Value$469.0K (+$9.4K)

Filed 2026-10-13

RCW Management, LLC

DECREASED

Shares4,099 from 4,261

Change-162 (-4%)

Value$431.8K (+$405)

Filed 2026-10-30

Gilliland Jeter Wealth Management LLC

DECREASED

Shares4,007 from 4,862

Change-855 (-18%)

Value$422.1K (-$70.1K)

Filed 2026-10-28

Legacy Wealth Partners, LLC

UNCHANGED

Shares3,980 from 3,980

Change0 (0%)

Value$419.3K (+$16.3K)

Filed 2026-10-15

Creative Planning

DECREASED

Shares3,970 from 4,408

Change-438 (-10%)

Value$418.2K (-$28.1K)

Filed 2026-11-02

Willis Johnson Wealth, Inc.

UNCHANGED

Shares3,800 from 3,800

Change0 (0%)

Value$400.3K (+$15.6K)

Filed 2026-11-03

WealthBridge Capital Management, LLC

UNCHANGED

Shares3,680 from 3,680

Change0 (0%)

Value$387.7K (+$15.1K)

Filed 2026-10-16

Financial Council, LLC

NEW

Shares3,538

Change+3,538

Value$372.7K

Filed 2026-11-02

Capital Investment Advisors, LLC

DECREASED

Shares3,532 from 3,582

Change-50 (-1%)

Value$372.1K (+$9.4K)

Filed 2026-10-22

Carrera Capital Advisors

INCREASED

Shares3,399 from 3,386

Change+13 (+0%)

Value$358.1K (+$15.3K)

Filed 2026-11-03

Flagstar Securities, Inc

DECREASED

Shares3,316 from 5,569

Change-2,253 (-40%)

Value$349.3K (-$214.6K)

Filed 2026-10-15

TME Financial, Inc.

INCREASED

Shares3,277 from 3,264

Change+13 (+0%)

Value$345.2K (+$14.7K)

Filed 2026-10-14

MGO One Seven LLC

DECREASED

Shares3,269 from 3,947

Change-678 (-17%)

Value$344.4K (-$55.2K)

Filed 2026-10-28

Means Investment Co., Inc.

INCREASED

Shares3,249 from 3,236

Change+13 (+0%)

Value$342.2K (+$14.6K)

Filed 2026-11-03

American Financial & TAX Strategies Inc

UNCHANGED

Shares3,200 from 3,200

Change0 (0%)

Value$337.1K (+$13.1K)

Filed 2026-10-16

Perigon Wealth Management, LLC

INCREASED

Shares3,190 from 2,854

Change+336 (+12%)

Value$336.0K (+$47.1K)

Filed 2026-10-22

Chicago Partners Investment Group LLC

DECREASED

Shares3,091 from 3,155

Change-64 (-2%)

Value$337.2K (+$13.6K)

Filed 2026-10-27

Courage Miller Partners, LLC

DECREASED

Shares3,048 from 3,214

Change-166 (-5%)

Value$321.1K (-$4.3K)

Filed 2026-10-21

Simplicity Wealth,LLC

INCREASED

Shares3,037 from 3,025

Change+12 (+0%)

Value$319.9K (+$13.7K)

Filed 2026-10-23

Harbor Investment Advisory, LLC

UNCHANGED

Shares2,900 from 2,900

Change0 (0%)

Value$305.5K (+$11.9K)

Filed 2026-10-13

One Advisory Partners, LLC

DECREASED

Shares2,791 from 2,900

Change-109 (-4%)

Value$294.0K (+$408)

Filed 2026-10-22

CFS Investment Advisory Services, LLC

DECREASED

Shares2,754 from 2,755

Change-1 (0%)

Value$294.4K (+$10.2K)

Filed 2026-10-19

Ascent Group, LLC

DECREASED

Shares2,722 from 2,824

Change-102 (-4%)

Value$286.7K (+$833)

Filed 2026-10-30

Independent Wealth Advisors LLC

INCREASED

Shares2,660 from 2,655

Change+5 (+0%)

Value$280.2K (+$11.5K)

Filed 2026-10-27

Park Avenue Securities LLC

DECREASED

Shares2,549 from 2,606

Change-57 (-2%)

Value$269 (-$263.7K)

Filed 2026-10-26

Triad Wealth Partners, LLC

DECREASED

Shares2,426 from 2,550

Change-124 (-5%)

Value$255.5K (-$15.9K)

Filed 2026-10-26

SMI Advisory Services, LLC

UNCHANGED

Shares2,363 from 2,363

Change0 (0%)

Value$254.8K (+$10.1K)

Filed 2026-10-13

TSA Wealth Managment LLC

INCREASED

Shares2,233 from 2,201

Change+32 (+1%)

Value$235.2K (+$12.4K)

Filed 2026-10-22

Diversify Wealth Management, LLC

DECREASED

Shares2,170 from 2,220

Change-50 (-2%)

Value$236.8K (+$5.8K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares2,170 from 2,220

Change-50 (-2%)

Value$236.8K (+$5.8K)

Filed 2026-10-20

Accelerate Investment Advisors LLC

INCREASED

Shares2,165 from 2,140

Change+25 (+1%)

Value$228.1K (+$11.4K)

Filed 2026-11-02

MLG Wealth Management DBA Pine Grove Financial Group

DECREASED

Shares2,129 from 2,293

Change-164 (-7%)

Value$224.3K (-$7.9K)

Filed 2026-10-13

Avid Wealth Partners LLC

DECREASED

Shares2,091 from 2,120

Change-29 (-1%)

Value$220.3K (+$5.6K)

Filed 2026-11-03

Firethorn Wealth Partners, LLC

DECREASED

Shares1,992 from 2,013

Change-21 (-1%)

Value$209.8K (+$6.0K)

Filed 2026-10-14

Flagship Wealth Advisors, LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$158.0K (+$6.2K)

Filed 2026-11-03

Navigoe, LLC

INCREASED

Shares1,409 from 1,407

Change+2 (+0%)

Value$148.0K (+$6.0K)

Filed 2026-11-04

Cape Investment Advisory, Inc.

UNCHANGED

Shares1,350 from 1,350

Change0 (0%)

Value$142.2K (+$5.5K)

Filed 2026-10-13

Aspect Partners, LLC

UNCHANGED

Shares1,273 from 1,273

Change0 (0%)

Value$134.1K (+$5.2K)

Filed 2026-10-20

US Bancorp \de\

DECREASED

Shares1,023 from 1,032

Change-9 (-1%)

Value$107.8K (+$3.3K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares959 from 944

Change+15 (+2%)

Value$101.0K (+$5.5K)

Filed 2026-10-21

Creative Financial Designs Inc

INCREASED

Shares935 from 923

Change+12 (+1%)

Value$98.5K (+$5.0K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares794 from 791

Change+3 (+0%)

Value$83.6K (+$3.6K)

Filed 2026-10-16

Mascoma Wealth Management LLC

UNCHANGED

Shares788 from 788

Change0 (0%)

Value$83.0K (+$3.2K)

Filed 2026-10-23

City State Bank

UNCHANGED

Shares668 from 668

Change0 (0%)

Value$70.4K (+$2.7K)

Filed 2026-10-20

Ashton Thomas Private Wealth, LLC

INCREASED

Shares310 from 218

Change+92 (+42%)

Value$32.7K (+$10.6K)

Filed 2026-11-03

Salomon & Ludwin, LLC

UNCHANGED

Shares216 from 216

Change0 (0%)

Value$22.8K (+$695)

Filed 2026-10-29

Jacobi Capital Management LLC

NEW

Shares200

Change+200

Value$21.1K

Filed 2026-11-05

CoreCap Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$10.5K (+$410)

Filed 2026-10-08

Caldwell Trust Co

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$8.4K (+$328)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$8.2K (+$319)

Filed 2026-11-04

Gladwyn Financial Advisors, Inc.

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$4.6K (+$198)

Filed 2026-10-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$4.6K (+$180)

Filed 2026-11-03

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$3 ($0)

Filed 2026-11-04

Spire Wealth Management

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$2.1K (+$82)

Filed 2026-10-30

Fifth Third Securities, Inc.

CLOSED

Shares0 from 3,195

Change-3,195 (-100%)

Value$0 (-$323.5K)

Filed 2026-10-21

Sigma Planning Corp

CLOSED

Shares0 from 2,187

Change-2,187 (-100%)

Value$0 (-$221.4K)

Filed 2026-10-23

MCF Advisors LLC

CLOSED

Shares0 from 1,618

Change-1,618 (-100%)

Value$0 (-$163.8K)

Filed 2026-10-28

Daytona Street Capital LLC

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$54.8K)

Filed 2026-10-15

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 695

Change-695 (-100%)

Value$0 (-$70.4K)

Filed 2026-10-30

Salem Investment Counselors Inc

CLOSED

Shares0 from 129

Change-129 (-100%)

Value$0 (-$13.1K)

Filed 2026-10-13

Bank of America Corp

N/A

Shares— from 646,781

Change-646,781 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 479,160

Change-479,160 (-100%)

Value—

UBS Group AG

N/A

Shares— from 429,086

Change-429,086 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 404,796

Change-404,796 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 340,870

Change-340,870 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 308,139

Change-308,139 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 229,942

Change-229,942 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 212,212

Change-212,212 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 194,434

Change-194,434 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 171,059

Change-171,059 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 121,730

Change-121,730 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 119,949

Change-119,949 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 118,911

Change-118,911 (-100%)

Value—

Kiley Juergens Wealth Management, LLC

N/A

Shares— from 88,508

Change-88,508 (-100%)

Value—

NorthStar Asset Management LLC

N/A

Shares— from 75,407

Change-75,407 (-100%)

Value—

Tandem Financial, LLC

N/A

Shares— from 66,287

Change-66,287 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 63,628

Change-63,628 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 59,957

Change-59,957 (-100%)

Value—

Sheridan Capital Management, LLC

N/A

Shares— from 55,420

Change-55,420 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 53,636

Change-53,636 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 44,972

Change-44,972 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 44,347

Change-44,347 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 37,382

Change-37,382 (-100%)

Value—

Madison Wealth Partners, Inc

N/A

Shares— from 35,051

Change-35,051 (-100%)

Value—

Van Diest Capital, LLC

N/A

Shares— from 33,220

Change-33,220 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 23,853

Change-23,853 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 23,500

Change-23,500 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 21,347

Change-21,347 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 20,613

Change-20,613 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 18,019

Change-18,019 (-100%)

Value—

Brand Asset Management Group, Inc.

N/A

Shares— from 14,639

Change-14,639 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 14,357

Change-14,357 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 14,279

Change-14,279 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 13,664

Change-13,664 (-100%)

Value—

FMR LLC

N/A

Shares— from 12,709

Change-12,709 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 11,850

Change-11,850 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 10,912

Change-10,912 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 10,878

Change-10,878 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 10,453

Change-10,453 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 10,132

Change-10,132 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 9,432

Change-9,432 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 9,429

Change-9,429 (-100%)

Value—

Shared Vision Wealth Group LLC

N/A

Shares— from 9,171

Change-9,171 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 9,144

Change-9,144 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 8,353

Change-8,353 (-100%)

Value—

&partners

N/A

Shares— from 7,434

Change-7,434 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 7,248

Change-7,248 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 6,756

Change-6,756 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,194

Change-6,194 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 5,958

Change-5,958 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 5,939

Change-5,939 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 5,554

Change-5,554 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 5,371

Change-5,371 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 5,222

Change-5,222 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 4,676

Change-4,676 (-100%)

Value—

Nvest Financial, LLC

N/A

Shares— from 4,628

Change-4,628 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 4,473

Change-4,473 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 4,450

Change-4,450 (-100%)

Value—

Kickstand Ventures, Llc.

N/A

Shares— from 4,358

Change-4,358 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,943

Change-3,943 (-100%)

Value—

EWA, LLC

N/A

Shares— from 3,827

Change-3,827 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,373

Change-3,373 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 3,342

Change-3,342 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 3,294

Change-3,294 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 3,238

Change-3,238 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 3,159

Change-3,159 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,987

Change-2,987 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 2,608

Change-2,608 (-100%)

Value—

Nwam LLC

N/A

Shares— from 2,436

Change-2,436 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 2,360

Change-2,360 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,348

Change-2,348 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 2,108

Change-2,108 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 2,069

Change-2,069 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 2,001

Change-2,001 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,918

Change-1,918 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1,866

Change-1,866 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,676

Change-1,676 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 1,030

Change-1,030 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 829

Change-829 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 698

Change-698 (-100%)

Value—

Silicon Valley Capital Partners

N/A

Shares— from 571

Change-571 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 496

Change-496 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 496

Change-496 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 478

Change-478 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 474

Change-474 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 380

Change-380 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 208

Change-208 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 204

Change-204 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 193

Change-193 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 156

Change-156 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 107

Change-107 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 18

Change-18 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Steele Capital Management, Inc.	INCREASED	675,359	674,771	+588	+0%	$68.3M	$71.1M	+$2.8M	2026-11-02
Matrix Trust Co	INCREASED	671,573	670,985	+588	+0%	$67.9K	$70.7K	+$2.8K	2026-10-07
Systelligence, LLC	INCREASED	521,228	22,045	+499,183	+2264%	$2.2M	$22.9M	+$20.6M	2026-11-05
AlphaCore Capital LLC	DECREASED	211,302	226,633	-15,331	-7%	$22.9M	$22.3M	-$685.8K	2026-11-04
Northwest Wealth Advisors, LLC	INCREASED	211,074	172,952	+38,122	+22%	$17.5M	$22.2M	+$4.7M	2026-11-02
Woodard & Co Asset Management Group Inc	DECREASED	199,733	236,017	-36,284	-15%	$23.9M	$21.0M	-$2.9M	2026-11-03
Lauer Wealth, LLC	INCREASED	147,616	147,394	+222	+0%	$15.2M	$15.8M	+$597.2K	2026-10-13
Wealth Enhancement Advisory Services, LLC	DECREASED	137,950	138,394	-444	0%	$14.3M	$14.8M	+$445.0K	2026-10-13
Barrett & Company, Inc.	DECREASED	94,122	98,106	-3,984	-4%	$9.9M	$9.9M	-$17.4K	2026-10-22
Cambridge Investment Research Advisors, Inc.	DECREASED	88,035	89,845	-1,810	-2%	$9.1M	$9.3K	-$9.1M	2026-11-02
Absolute Capital Management, LLC	UNCHANGED	83,900	83,900	0	0%	$8.5M	$8.8M	+$344.0K	2026-10-16
Strategic Blueprint, LLC	INCREASED	64,434	52,359	+12,075	+23%	$5.3M	$6.8M	+$1.5M	2026-10-22
Parallel Advisors, LLC	INCREASED	54,297	516	+53,781	+10423%	$52.2K	$5.7M	+$5.7M	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	53,687	116,814	-63,127	-54%	$11.8M	$5.7M	-$6.2M	2026-11-02
Apex Wealth Management, LLC	INCREASED	51,594	51,391	+203	+0%	$5.2M	$5.4M	+$232.0K	2026-10-20
Oppenheimer & Co Inc	INCREASED	42,594	36,678	+5,916	+16%	$3.7M	$4.5M	+$773.6K	2026-10-26
Mather Group, Llc.	INCREASED	37,921	37,891	+30	+0%	$3.8M	$4.0M	+$158.6K	2026-10-14
Ipsen Advisor Group LLC	DECREASED	34,532	36,517	-1,985	-5%	$3.7M	$3.6M	-$59.3K	2026-10-29
Prime Capital Investment Advisors, LLC	DECREASED	32,724	33,018	-294	-1%	$3.3M	$3.4M	+$104.5K	2026-10-20
Ashton Thomas Securities, LLC	NEW	26,586	—	+26,586	—	—	$2.8M	—	2026-10-26
Asset One Wealth Management LLC	DECREASED	20,092	20,752	-660	-3%	$2.2M	$2.1M	-$42.3K	2026-11-02
Flagship Harbor Advisors, LLC	INCREASED	19,169	18,603	+566	+3%	$1.9M	$2.0M	+$135.9K	2026-10-26
GenWealth Group, Inc.	DECREASED	16,659	16,786	-127	-1%	$1.7M	$1.8M	+$55.4K	2026-10-16
Asempa Wealth Advisors	DECREASED	15,926	17,168	-1,242	-7%	$1.7M	$1.7M	-$61.1K	2026-10-07
Citigroup Inc	INCREASED	15,449	15,420	+29	+0%	$1.6M	$1.6M	+$66.3K	2026-11-04
Caliber Wealth Management, LLC / KS	DECREASED	15,445	15,913	-468	-3%	$1.6M	$1.6M	+$16.0K	2026-11-04
Ellis Investment Partners, LLC	INCREASED	14,753	14,043	+710	+5%	$1.4M	$1.6M	+$132.3K	2026-10-21
Horst & Graben Wealth Management LLC	INCREASED	14,365	12,653	+1,712	+14%	$1.3M	$1.5M	+$221.1K	2026-11-02
Truist Financial Corp	DECREASED	13,851	15,261	-1,410	-9%	$1.5M	$1.5M	-$86.0K	2026-10-30
Key Capital Management, Inc	INCREASED	13,671	7,179	+6,492	+90%	$726.8K	$1.5M	+$740.4K	2026-11-03
Verum Partners LLC	UNCHANGED	12,400	12,400	0	0%	$1.3M	$1.3M	+$50.8K	2026-10-21
ANB Bank	INCREASED	12,254	11,378	+876	+8%	$1.2M	$1.3M	+$138.9K	2026-10-09
Fifth Third Bancorp	DECREASED	12,049	12,231	-182	-1%	$1.2M	$1.3M	+$30.9K	2026-11-05
Saxon Interests, Inc.	UNCHANGED	11,283	11,283	0	0%	$1.1M	$1.2M	+$46.3K	2026-10-26
Key FInancial Inc	INCREASED	10,617	10,164	+453	+4%	$1.0M	$1.1M	+$89.4K	2026-11-02
HB Wealth Management, LLC	UNCHANGED	10,394	10,394	0	0%	$1.1M	$1.1M	+$42.6K	2026-10-23
JIM Saulnier & Associates, LLC	DECREASED	10,337	15,639	-5,302	-34%	$1.6M	$1.1M	-$494.3K	2026-11-04
Lido Advisors, LLC	INCREASED	10,159	2,952	+7,207	+244%	$298.9K	$1.1M	+$771.4K	2026-11-04
Silverlake Wealth Management LLC	INCREASED	9,511	5,119	+4,392	+86%	$518.3K	$1.0M	+$483.6K	2026-10-21
International Assets Investment Management, LLC	UNCHANGED	8,904	8,904	0	0%	$909.3K	$937.6K	+$28.3K	2026-11-02
Chesley Taft & Associates LLC	UNCHANGED	8,742	8,742	0	0%	$885.0K	$920.9K	+$35.8K	2026-10-13
Cedar Point Capital Partners, LLC	INCREASED	8,709	8,524	+185	+2%	$863.0K	$917.5K	+$54.4K	2026-10-29
Detalus Advisors, LLC	DECREASED	7,981	10,276	-2,295	-22%	$1.0M	$840.7K	-$199.6K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	7,636	6,722	+914	+14%	$680.6K	$804.3K	+$123.8K	2026-11-02
Ullmann Wealth Partners Group, LLC	UNCHANGED	7,030	7,030	0	0%	$711.7K	$740.5K	+$28.8K	2026-11-02
Quadrant Private Wealth Management, LLC	NEW	5,887	—	+5,887	—	—	$620.2K	—	2026-11-04
Fund Evaluation Group, LLC	NEW	5,825	—	+5,825	—	—	$613.6K	—	2026-11-05
Security Financial Services, Inc.	INCREASED	5,571	5,466	+105	+2%	$553.4K	$586.8K	+$33.5K	2026-10-29
Pearl Planning LLC	INCREASED	5,317	5,279	+38	+1%	$534.4K	$560.1K	+$25.6K	2026-10-13
Summit Asset Management, LLC	UNCHANGED	4,890	4,890	0	0%	$495.1K	$515.1K	+$20.0K	2026-11-05
Kelly Financial Services LLC	DECREASED	4,866	5,679	-813	-14%	$574.9K	$512.6K	-$62.3K	2026-10-20
Farther Finance Advisors, LLC	DECREASED	4,605	4,695	-90	-2%	$475.3K	$485.1K	+$9.8K	2026-10-08
Towerpoint Wealth, LLC	DECREASED	4,453	4,540	-87	-2%	$459.6K	$469.0K	+$9.4K	2026-10-13
RCW Management, LLC	DECREASED	4,099	4,261	-162	-4%	$431.4K	$431.8K	+$405	2026-10-30
Gilliland Jeter Wealth Management LLC	DECREASED	4,007	4,862	-855	-18%	$492.2K	$422.1K	-$70.1K	2026-10-28
Legacy Wealth Partners, LLC	UNCHANGED	3,980	3,980	0	0%	$402.9K	$419.3K	+$16.3K	2026-10-15
Creative Planning	DECREASED	3,970	4,408	-438	-10%	$446.3K	$418.2K	-$28.1K	2026-11-02
Willis Johnson Wealth, Inc.	UNCHANGED	3,800	3,800	0	0%	$384.7K	$400.3K	+$15.6K	2026-11-03
WealthBridge Capital Management, LLC	UNCHANGED	3,680	3,680	0	0%	$372.6K	$387.7K	+$15.1K	2026-10-16
Financial Council, LLC	NEW	3,538	—	+3,538	—	—	$372.7K	—	2026-11-02
Capital Investment Advisors, LLC	DECREASED	3,532	3,582	-50	-1%	$362.6K	$372.1K	+$9.4K	2026-10-22
Carrera Capital Advisors	INCREASED	3,399	3,386	+13	+0%	$342.8K	$358.1K	+$15.3K	2026-11-03
Flagstar Securities, Inc	DECREASED	3,316	5,569	-2,253	-40%	$563.9K	$349.3K	-$214.6K	2026-10-15
TME Financial, Inc.	INCREASED	3,277	3,264	+13	+0%	$330.5K	$345.2K	+$14.7K	2026-10-14
MGO One Seven LLC	DECREASED	3,269	3,947	-678	-17%	$399.6K	$344.4K	-$55.2K	2026-10-28
Means Investment Co., Inc.	INCREASED	3,249	3,236	+13	+0%	$327.6K	$342.2K	+$14.6K	2026-11-03
American Financial & TAX Strategies Inc	UNCHANGED	3,200	3,200	0	0%	$324.0K	$337.1K	+$13.1K	2026-10-16
Perigon Wealth Management, LLC	INCREASED	3,190	2,854	+336	+12%	$288.9K	$336.0K	+$47.1K	2026-10-22
Chicago Partners Investment Group LLC	DECREASED	3,091	3,155	-64	-2%	$323.6K	$337.2K	+$13.6K	2026-10-27
Courage Miller Partners, LLC	DECREASED	3,048	3,214	-166	-5%	$325.4K	$321.1K	-$4.3K	2026-10-21
Simplicity Wealth,LLC	INCREASED	3,037	3,025	+12	+0%	$306.2K	$319.9K	+$13.7K	2026-10-23
Harbor Investment Advisory, LLC	UNCHANGED	2,900	2,900	0	0%	$293.6K	$305.5K	+$11.9K	2026-10-13
One Advisory Partners, LLC	DECREASED	2,791	2,900	-109	-4%	$293.6K	$294.0K	+$408	2026-10-22
CFS Investment Advisory Services, LLC	DECREASED	2,754	2,755	-1	0%	$284.3K	$294.4K	+$10.2K	2026-10-19
Ascent Group, LLC	DECREASED	2,722	2,824	-102	-4%	$285.9K	$286.7K	+$833	2026-10-30
Independent Wealth Advisors LLC	INCREASED	2,660	2,655	+5	+0%	$268.7K	$280.2K	+$11.5K	2026-10-27
Park Avenue Securities LLC	DECREASED	2,549	2,606	-57	-2%	$264.0K	$269	-$263.7K	2026-10-26
Triad Wealth Partners, LLC	DECREASED	2,426	2,550	-124	-5%	$271.4K	$255.5K	-$15.9K	2026-10-26
SMI Advisory Services, LLC	UNCHANGED	2,363	2,363	0	0%	$244.7K	$254.8K	+$10.1K	2026-10-13
TSA Wealth Managment LLC	INCREASED	2,233	2,201	+32	+1%	$222.8K	$235.2K	+$12.4K	2026-10-22
Diversify Wealth Management, LLC	DECREASED	2,170	2,220	-50	-2%	$231.0K	$236.8K	+$5.8K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	2,170	2,220	-50	-2%	$231.0K	$236.8K	+$5.8K	2026-10-20
Accelerate Investment Advisors LLC	INCREASED	2,165	2,140	+25	+1%	$216.7K	$228.1K	+$11.4K	2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group	DECREASED	2,129	2,293	-164	-7%	$232.1K	$224.3K	-$7.9K	2026-10-13
Avid Wealth Partners LLC	DECREASED	2,091	2,120	-29	-1%	$214.6K	$220.3K	+$5.6K	2026-11-03
Firethorn Wealth Partners, LLC	DECREASED	1,992	2,013	-21	-1%	$203.8K	$209.8K	+$6.0K	2026-10-14
Flagship Wealth Advisors, LLC	UNCHANGED	1,500	1,500	0	0%	$151.9K	$158.0K	+$6.2K	2026-11-03
Navigoe, LLC	INCREASED	1,409	1,407	+2	+0%	$142.0K	$148.0K	+$6.0K	2026-11-04
Cape Investment Advisory, Inc.	UNCHANGED	1,350	1,350	0	0%	$136.7K	$142.2K	+$5.5K	2026-10-13
Aspect Partners, LLC	UNCHANGED	1,273	1,273	0	0%	$128.9K	$134.1K	+$5.2K	2026-10-20
US Bancorp \de\	DECREASED	1,023	1,032	-9	-1%	$104.5K	$107.8K	+$3.3K	2026-11-05
Assetmark, Inc	INCREASED	959	944	+15	+2%	$95.6K	$101.0K	+$5.5K	2026-10-21
Creative Financial Designs Inc	INCREASED	935	923	+12	+1%	$93.5K	$98.5K	+$5.0K	2026-11-04
IFP Advisors, Inc	INCREASED	794	791	+3	+0%	$80.1K	$83.6K	+$3.6K	2026-10-16
Mascoma Wealth Management LLC	UNCHANGED	788	788	0	0%	$79.8K	$83.0K	+$3.2K	2026-10-23
City State Bank	UNCHANGED	668	668	0	0%	$67.6K	$70.4K	+$2.7K	2026-10-20
Ashton Thomas Private Wealth, LLC	INCREASED	310	218	+92	+42%	$22.1K	$32.7K	+$10.6K	2026-11-03
Salomon & Ludwin, LLC	UNCHANGED	216	216	0	0%	$22.1K	$22.8K	+$695	2026-10-29
Jacobi Capital Management LLC	NEW	200	—	+200	—	—	$21.1K	—	2026-11-05
CoreCap Advisors, LLC	UNCHANGED	100	100	0	0%	$10.1K	$10.5K	+$410	2026-10-08
Caldwell Trust Co	UNCHANGED	80	80	0	0%	$8.1K	$8.4K	+$328	2026-10-30
EverSource Wealth Advisors, LLC	UNCHANGED	78	78	0	0%	$7.9K	$8.2K	+$319	2026-11-04
Gladwyn Financial Advisors, Inc.	UNCHANGED	44	44	0	0%	$4.4K	$4.6K	+$198	2026-10-05
JFS Wealth Advisors, LLC	UNCHANGED	44	44	0	0%	$4.5K	$4.6K	+$180	2026-11-03
Hazlett, Burt & Watson, Inc.	UNCHANGED	30	30	0	0%	$3	$3	$0	2026-11-04
Spire Wealth Management	UNCHANGED	20	20	0	0%	$2.0K	$2.1K	+$82	2026-10-30
Fifth Third Securities, Inc.	CLOSED	0	3,195	-3,195	-100%	$323.5K	$0	-$323.5K	2026-10-21
Sigma Planning Corp	CLOSED	0	2,187	-2,187	-100%	$221.4K	$0	-$221.4K	2026-10-23
MCF Advisors LLC	CLOSED	0	1,618	-1,618	-100%	$163.8K	$0	-$163.8K	2026-10-28
Daytona Street Capital LLC	CLOSED	0	700	-700	-100%	$54.8K	$0	-$54.8K	2026-10-15
Capital Investment Advisory Services, LLC	CLOSED	0	695	-695	-100%	$70.4K	$0	-$70.4K	2026-10-30
Salem Investment Counselors Inc	CLOSED	0	129	-129	-100%	$13.1K	$0	-$13.1K	2026-10-13
Bank of America Corp	N/A	—	646,781	-646,781	-100%	$65.5M	—	—	—
Raymond James Financial Inc	N/A	—	479,160	-479,160	-100%	$48.5M	—	—	—
UBS Group AG	N/A	—	429,086	-429,086	-100%	$43.4M	—	—	—
LPL Financial LLC	N/A	—	404,796	-404,796	-100%	$41.0M	—	—	—
Morgan Stanley	N/A	—	340,870	-340,870	-100%	$34.5M	—	—	—
JPMorgan Chase & Co	N/A	—	308,139	-308,139	-100%	$31.2M	—	—	—
Royal Bank of Canada	N/A	—	229,942	-229,942	-100%	$23.3M	—	—	—
Wells Fargo & Company	N/A	—	212,212	-212,212	-100%	$21.5M	—	—	—
Cetera Investment Advisers	N/A	—	194,434	-194,434	-100%	$19.7M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	171,059	-171,059	-100%	$17.3M	—	—	—
Ameriprise Financial Inc	N/A	—	121,730	-121,730	-100%	$12.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	119,949	-119,949	-100%	$12.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	118,911	-118,911	-100%	$12.0M	—	—	—
Kiley Juergens Wealth Management, LLC	N/A	—	88,508	-88,508	-100%	$9.0M	—	—	—
NorthStar Asset Management LLC	N/A	—	75,407	-75,407	-100%	$7.6M	—	—	—
Tandem Financial, LLC	N/A	—	66,287	-66,287	-100%	$6.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	63,628	-63,628	-100%	$6.4M	—	—	—
MML Investors Services, LLC	N/A	—	59,957	-59,957	-100%	$6.1M	—	—	—
Sheridan Capital Management, LLC	N/A	—	55,420	-55,420	-100%	$5.6M	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	53,636	-53,636	-100%	$5.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	44,972	-44,972	-100%	$4.6M	—	—	—
Sanctuary Advisors, LLC	N/A	—	44,347	-44,347	-100%	$4.5M	—	—	—
Mariner, LLC	N/A	—	37,382	-37,382	-100%	$3.8M	—	—	—
Madison Wealth Partners, Inc	N/A	—	35,051	-35,051	-100%	$3.5M	—	—	—
Van Diest Capital, LLC	N/A	—	33,220	-33,220	-100%	$3.4M	—	—	—
Baird Financial Group, Inc.	N/A	—	23,853	-23,853	-100%	$2.4M	—	—	—
Two Sigma Investments, LP	N/A	—	23,500	-23,500	-100%	$2.4M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	21,347	-21,347	-100%	$2.2M	—	—	—
Savant Capital, LLC	N/A	—	20,613	-20,613	-100%	$2.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	18,019	-18,019	-100%	$1.8M	—	—	—
Brand Asset Management Group, Inc.	N/A	—	14,639	-14,639	-100%	$1.5M	—	—	—
Global Retirement Partners, LLC	N/A	—	14,357	-14,357	-100%	$1.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	14,279	-14,279	-100%	$1.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	13,664	-13,664	-100%	$1.4M	—	—	—
FMR LLC	N/A	—	12,709	-12,709	-100%	$1.3M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	11,850	-11,850	-100%	$1.2M	—	—	—
Waverly Advisors, LLC	N/A	—	10,912	-10,912	-100%	$1.1M	—	—	—
BFC Planning, Inc.	N/A	—	10,878	-10,878	-100%	$1.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	10,453	-10,453	-100%	$1.1M	—	—	—
Regatta Research & Money Management	N/A	—	10,132	-10,132	-100%	$1.0M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	9,432	-9,432	-100%	$954.9K	—	—	—
Stifel Financial Corp	N/A	—	9,429	-9,429	-100%	$954.6K	—	—	—
Shared Vision Wealth Group LLC	N/A	—	9,171	-9,171	-100%	$928.5K	—	—	—
GTS Securities LLC	N/A	—	9,144	-9,144	-100%	$925.7K	—	—	—
Proactive Wealth Strategies LLC	N/A	—	8,353	-8,353	-100%	$846.0K	—	—	—
&partners	N/A	—	7,434	-7,434	-100%	$752.6K	—	—	—
One Wealth Advisors, LLC	N/A	—	7,248	-7,248	-100%	$733.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	6,756	-6,756	-100%	$684.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,194	-6,194	-100%	$627.0K	—	—	—
Gotham Asset Management, LLC	N/A	—	5,958	-5,958	-100%	$603.2K	—	—	—
Arkadios Wealth Advisors	N/A	—	5,939	-5,939	-100%	$601.3K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	5,554	-5,554	-100%	$562.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	5,371	-5,371	-100%	$543.8K	—	—	—
Focus Partners Wealth	N/A	—	5,222	-5,222	-100%	$528.7K	—	—	—
First Manhattan Co. Llc.	N/A	—	5,000	-5,000	-100%	$506.2K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	4,676	-4,676	-100%	$473.4K	—	—	—
Nvest Financial, LLC	N/A	—	4,628	-4,628	-100%	$468.5K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	4,473	-4,473	-100%	$452.8K	—	—	—
Cerity Partners LLC	N/A	—	4,450	-4,450	-100%	$450.3K	—	—	—
Kickstand Ventures, Llc.	N/A	—	4,358	-4,358	-100%	$441.2K	—	—	—
Arax Advisory Partners	N/A	—	3,943	-3,943	-100%	$399.2K	—	—	—
EWA, LLC	N/A	—	3,827	-3,827	-100%	$387.4K	—	—	—
HighTower Advisors, LLC	N/A	—	3,373	-3,373	-100%	$341.5K	—	—	—
Wealth Alliance, LLC	N/A	—	3,342	-3,342	-100%	$338.3K	—	—	—
Quantinno Capital Management LP	N/A	—	3,294	-3,294	-100%	$333.5K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	3,238	-3,238	-100%	$327.9K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	3,159	-3,159	-100%	$319.8K	—	—	—
AQR Capital Management LLC	N/A	—	2,987	-2,987	-100%	$302.4K	—	—	—
Destination Wealth Management	N/A	—	2,608	-2,608	-100%	$264.0K	—	—	—
Nwam LLC	N/A	—	2,436	-2,436	-100%	$246.6K	—	—	—
Merit Financial Group, LLC	N/A	—	2,360	-2,360	-100%	$238.9K	—	—	—
Capital Analysts, LLC	N/A	—	2,348	-2,348	-100%	$238.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	2,108	-2,108	-100%	$213.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	2,069	-2,069	-100%	$209.5K	—	—	—
Brown Advisory Inc	N/A	—	2,001	-2,001	-100%	$202.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,918	-1,918	-100%	$194.2K	—	—	—
LRI Investments, LLC	N/A	—	1,866	-1,866	-100%	$188.9K	—	—	—
IFG Advisory, LLC	N/A	—	1,676	-1,676	-100%	$169.7K	—	—	—
PlanVest Financial, Inc	N/A	—	1,030	-1,030	-100%	$104.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	829	-829	-100%	$83.9K	—	—	—
Caitlin John, LLC	N/A	—	698	-698	-100%	$70.7K	—	—	—
Silicon Valley Capital Partners	N/A	—	571	-571	-100%	$57.8K	—	—	—
AE Wealth Management LLC	N/A	—	496	-496	-100%	$50.2K	—	—	—
Vanguard Advisers Inc	N/A	—	496	-496	-100%	$50.2K	—	—	—
ST Germain D J Co Inc	N/A	—	478	-478	-100%	$48.4K	—	—	—
IMA Advisory Services, Inc.	N/A	—	474	-474	-100%	$48.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	380	-380	-100%	$38.5K	—	—	—
Bank of Montreal	N/A	—	208	-208	-100%	$21.1K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	204	-204	-100%	$20.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	193	-193	-100%	$19.5K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	156	-156	-100%	$15.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	107	-107	-100%	$10.8K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	20	-20	-100%	$2.0K	—	—	—
Allworth Financial LP	N/A	—	18	-18	-100%	$1.8K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	12	-12	-100%	$1.2K	—	—	—
Russell Investments Group, Ltd.	N/A	—	3	-3	-100%	$254	—	—	—

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