Ishares Russell Top 200 ETF (IWL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Tompkins Financial Corp

DECREASED

Shares496,790 from 501,427

Change-4,637 (-1%)

Value$94.5M (+$1.7M)

Filed 2026-10-05

Lido Advisors, LLC

INCREASED

Shares448,511 from 408,608

Change+39,903 (+10%)

Value$85.3M (+$9.7M)

Filed 2026-11-04

McKinley Carter Wealth Services, Inc.

INCREASED

Shares251,267 from 53,247

Change+198,020 (+372%)

Value$47.8M (+$37.9M)

Filed 2026-10-16

Prescott Group Capital Management, L.L.C.

UNCHANGED

Shares248,501 from 248,501

Change0 (0%)

Value$47.3M (+$1.3M)

Filed 2026-10-30

Richmond Investment Services, LLC

INCREASED

Shares222,923 from 218,146

Change+4,777 (+2%)

Value$42.4M (+$2.0M)

Filed 2026-10-29

Heck Capital Advisors, LLC

DECREASED

Shares204,169 from 204,621

Change-452 (0%)

Value$38.8M (+$980.1K)

Filed 2026-10-14

Searcy Financial Services Inc

DECREASED

Shares175,133 from 178,911

Change-3,778 (-2%)

Value$33.3M (+$213.7K)

Filed 2026-10-07

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares124,424 from 126,744

Change-2,320 (-2%)

Value$23.7K (-$23.4M)

Filed 2026-11-02

Manchester Financial Inc

INCREASED

Shares123,333 from 121,917

Change+1,416 (+1%)

Value$23.5M (+$904.5K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

DECREASED

Shares87,474 from 141,776

Change-54,302 (-38%)

Value$16.6M (-$9.6M)

Filed 2026-11-02

Thrivent Financial for Lutherans

NEW

Shares83,105

Change+83,105

Value$15.8M

Filed 2026-11-05

Woodard & Co Asset Management Group Inc

INCREASED

Shares74,187 from 72,990

Change+1,197 (+2%)

Value$14.1M (+$607.8K)

Filed 2026-11-03

Arcadia Investment Advisors LLC

DECREASED

Shares73,396 from 73,700

Change-304 (0%)

Value$14.0M (+$326.2K)

Filed 2026-10-13

Annex Advisory Services, LLC

DECREASED

Shares65,720 from 73,569

Change-7,849 (-11%)

Value$12.5M (-$1.1M)

Filed 2026-10-16

First Citizens Bank & Trust Co

INCREASED

Shares56,040 from 55,913

Change+127 (+0%)

Value$10.7M (+$315.5K)

Filed 2026-10-14

Creative Planning

DECREASED

Shares50,461 from 50,650

Change-189 (0%)

Value$9.6M (+$228.0K)

Filed 2026-11-02

Nicollet Investment Management, Inc.

DECREASED

Shares40,486 from 40,644

Change-158 (0%)

Value$7.7K (-$7.5M)

Filed 2026-10-14

ShoreHaven Wealth Partners, LLC

INCREASED

Shares39,161 from 39,152

Change+9 (+0%)

Value$7.4M (+$205.7K)

Filed 2026-10-16

Winter & Associates, Inc.

INCREASED

Shares36,862 from 34,510

Change+2,352 (+7%)

Value$7.0M (+$660.6K)

Filed 2026-10-23

Holos Integrated Wealth LLC

INCREASED

Shares35,048 from 33,849

Change+1,199 (+4%)

Value$6.7M (+$416.3K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares35,023 from 28,696

Change+6,327 (+22%)

Value$6.7M (+$1.4M)

Filed 2026-11-02

Strategic Equity Management

DECREASED

Shares32,343 from 33,422

Change-1,079 (-3%)

Value$6.2M (-$31.0K)

Filed 2026-11-04

Grant Street Asset Management, Inc.

DECREASED

Shares21,736 from 21,751

Change-15 (0%)

Value$4.1M (+$110.6K)

Filed 2026-10-26

Creative Financial Designs Inc

DECREASED

Shares19,337 from 19,542

Change-205 (-1%)

Value$3.7M (+$63.0K)

Filed 2026-11-04

Moneywise, Inc.

DECREASED

Shares18,032 from 18,127

Change-95 (-1%)

Value$3.4M (+$76.4K)

Filed 2026-10-30

Mason & Associates, LLC

DECREASED

Shares17,733 from 17,841

Change-108 (-1%)

Value$3.4M (+$72.4K)

Filed 2026-10-26

Noble Family Wealth, LLC

DECREASED

Shares15,845 from 16,109

Change-264 (-2%)

Value$3.0M (+$33.7K)

Filed 2026-10-26

Blue Trust, Inc.

NEW

Shares15,044

Change+15,044

Value$2.9M

Filed 2026-10-15

Family Capital Management, Inc.

INCREASED

Shares13,834 from 13,832

Change+2 (+0%)

Value$2.6M (+$72.4K)

Filed 2026-11-03

Boyd Wealth Management, LLC

DECREASED

Shares13,466 from 13,775

Change-309 (-2%)

Value$2.6M (+$13.0K)

Filed 2026-10-20

Compton Wealth Advisory Group, LLC

UNCHANGED

Shares12,652 from 12,652

Change0 (0%)

Value$2.4M (+$71.1K)

Filed 2026-10-13

Granite Islands Private Wealth, LLC

INCREASED

Shares12,376 from 12,103

Change+273 (+2%)

Value$2.4M (+$115.9K)

Filed 2026-10-16

Vise Technologies, Inc.

INCREASED

Shares10,982 from 10,619

Change+363 (+3%)

Value$2.1M (+$124.5K)

Filed 2026-10-29

Legacy Advisory Services, LLC

DECREASED

Shares10,627 from 15,321

Change-4,694 (-31%)

Value$2.0M (-$812.7K)

Filed 2026-10-20

Bison Wealth, LLC

DECREASED

Shares9,751 from 11,811

Change-2,060 (-17%)

Value$1.9M (-$307.8K)

Filed 2026-10-13

Flagship Harbor Advisors, LLC

INCREASED

Shares9,013 from 9,006

Change+7 (+0%)

Value$1.7M (+$48.3K)

Filed 2026-10-26

Breakwater Capital Group

INCREASED

Shares8,891 from 6,535

Change+2,356 (+36%)

Value$1.7M (+$482.2K)

Filed 2026-10-09

Stone Wealth Partners

INCREASED

Shares8,236 from 4,118

Change+4,118 (+100%)

Value$1.6M (+$805.8K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares7,759 from 7,497

Change+262 (+3%)

Value$1.5M (+$94.0K)

Filed 2026-10-13

Avior Wealth Management, LLC

DECREASED

Shares7,690 from 7,805

Change-115 (-1%)

Value$1.5M (+$18.7K)

Filed 2026-10-13

Procyon Advisors, LLC

DECREASED

Shares6,539 from 7,037

Change-498 (-7%)

Value$1.2M (-$58.0K)

Filed 2026-10-21

Patten & Patten Inc

DECREASED

Shares6,017 from 9,909

Change-3,892 (-39%)

Value$1.1M (-$688.5K)

Filed 2026-10-26

Fifth Third Securities, Inc.

DECREASED

Shares5,941 from 7,097

Change-1,156 (-16%)

Value$1.1M (-$182.8K)

Filed 2026-10-21

Cahaba Wealth Management, Inc.

INCREASED

Shares5,271 from 5,270

Change+1 (+0%)

Value$1.0M (+$27.6K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

INCREASED

Shares4,799 from 4,758

Change+41 (+1%)

Value$912.6K (+$32.6K)

Filed 2026-10-16

NWF Advisory Services Inc.

INCREASED

Shares4,748 from 4,490

Change+258 (+6%)

Value$902.9K (+$72.5K)

Filed 2026-10-19

Asset Allocation Strategies LLC

DECREASED

Shares4,584 from 5,586

Change-1,002 (-18%)

Value$871.7K (-$161.4K)

Filed 2026-10-20

Assetmark, Inc

DECREASED

Shares4,265 from 4,432

Change-167 (-4%)

Value$811.0K (-$8.7K)

Filed 2026-10-21

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

DECREASED

Shares3,945 from 3,951

Change-6 (0%)

Value$750.2K (+$19.5K)

Filed 2026-10-14

Moneco Advisors, LLC

INCREASED

Shares3,933 from 3,930

Change+3 (+0%)

Value$747.9K (+$21.0K)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares3,664 from 3,671

Change-7 (0%)

Value$696.7K (+$17.8K)

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares3,461 from 4,000

Change-539 (-13%)

Value$658.2K (-$81.5K)

Filed 2026-10-08

Investors Research Corp

DECREASED

Shares3,242 from 3,362

Change-120 (-4%)

Value$616.5K (-$5.3K)

Filed 2026-10-07

McAdam, LLC

DECREASED

Shares3,107 from 3,156

Change-49 (-2%)

Value$590.8K (+$7.1K)

Filed 2026-10-21

Davenport & Co LLC

INCREASED

Shares3,027 from 3,000

Change+27 (+1%)

Value$575.7K (+$20.7K)

Filed 2026-10-14

Stronghold Wealth Management L.L.C.

INCREASED

Shares2,973 from 2,923

Change+50 (+2%)

Value$565.3K (+$24.7K)

Filed 2026-10-16

Bank of New York Mellon Corp

INCREASED

Shares2,851 from 2,637

Change+214 (+8%)

Value$542.2K (+$54.5K)

Filed 2026-11-05

PKS Advisory Services, LLC

UNCHANGED

Shares2,826 from 2,826

Change0 (0%)

Value$523.0K ($0)

Filed 2026-10-26

Andina Capital Management, LLC

INCREASED

Shares2,806 from 2,415

Change+391 (+16%)

Value$533.6K (+$86.9K)

Filed 2026-10-21

Nfsg Corp

DECREASED

Shares2,778 from 3,023

Change-245 (-8%)

Value$528.3K (-$30.8K)

Filed 2026-10-15

Kestra Private Wealth Services, LLC

DECREASED

Shares2,586 from 2,905

Change-319 (-11%)

Value$491.8K (-$45.5K)

Filed 2026-10-30

Michels Family Financial, LLC

DECREASED

Shares2,285 from 2,303

Change-18 (-1%)

Value$434.5K (+$8.6K)

Filed 2026-11-02

Claro Advisors Inc.

INCREASED

Shares2,263 from 2,252

Change+11 (+0%)

Value$430.3K (+$13.8K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

INCREASED

Shares2,218 from 2,216

Change+2 (+0%)

Value$421.8K (+$11.9K)

Filed 2026-11-05

Kendall Capital Management

DECREASED

Shares2,180 from 2,225

Change-45 (-2%)

Value$414.5K (+$3.0K)

Filed 2026-10-23

Secure Asset Management, LLC

DECREASED

Shares2,069 from 2,456

Change-387 (-16%)

Value$393.4K (-$60.7K)

Filed 2026-10-19

Capital Investment Advisory Services, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$380.3K (+$10.4K)

Filed 2026-10-30

Gilliland Jeter Wealth Management LLC

INCREASED

Shares1,986 from 1,972

Change+14 (+1%)

Value$377.7K (+$12.9K)

Filed 2026-10-28

Tenet Wealth Partners, LLC

UNCHANGED

Shares1,980 from 1,980

Change0 (0%)

Value$376.5K (+$15.6K)

Filed 2026-10-19

Ascent Group, LLC

INCREASED

Shares1,923 from 1,887

Change+36 (+2%)

Value$365.7K (+$16.7K)

Filed 2026-10-30

Arbor Wealth Management Llc\az

INCREASED

Shares1,922 from 1,917

Change+5 (+0%)

Value$365.4K (+$10.8K)

Filed 2026-10-20

Clear Creek Financial Management, LLC

DECREASED

Shares1,825 from 2,308

Change-483 (-21%)

Value$347.0K (-$79.8K)

Filed 2026-10-28

Cornerstone Wealth Management, LLC

UNCHANGED

Shares1,805 from 1,805

Change0 (0%)

Value$343.2K (+$9.4K)

Filed 2026-11-04

StoneX Group Inc.

NEW

Shares1,642

Change+1,642

Value$306.7K

Filed 2026-11-03

GenWealth Group, Inc.

DECREASED

Shares1,619 from 1,889

Change-270 (-14%)

Value$307.9K (-$41.5K)

Filed 2026-10-16

TSA Wealth Managment LLC

DECREASED

Shares1,603 from 2,196

Change-593 (-27%)

Value$304.8K (-$101.3K)

Filed 2026-10-22

Yanni & Associates Investment Advisors, LLC

UNCHANGED

Shares1,565 from 1,565

Change0 (0%)

Value$297.6K (+$8.2K)

Filed 2026-10-14

Kelly Financial Services LLC

DECREASED

Shares1,540 from 1,574

Change-34 (-2%)

Value$292.9K (+$1.7K)

Filed 2026-10-20

Redstone Wealth Management, LLC

UNCHANGED

Shares1,513 from 1,513

Change0 (0%)

Value$287.7K (+$7.9K)

Filed 2026-10-20

Spirit of America Management Corp

DECREASED

Shares1,418 from 261,905

Change-260,487 (-99%)

Value$275.1K (+$273.7K)

Filed 2026-10-14

Toth Financial Advisory Corp

UNCHANGED

Shares1,390 from 1,390

Change0 (0%)

Value$264.3K (+$7.2K)

Filed 2026-10-08

Orin Green Financial, LLC

DECREASED

Shares1,388 from 1,422

Change-34 (-2%)

Value$263.9K (+$943)

Filed 2026-10-19

Vann Equity Management LLC

DECREASED

Shares1,369 from 1,392

Change-23 (-2%)

Value$260.3K (+$2.9K)

Filed 2026-10-08

Alpine Bank Wealth Management

UNCHANGED

Shares1,250 from 1,250

Change0 (0%)

Value$237.7K (+$6.5K)

Filed 2026-10-16

Iowa State Bank

UNCHANGED

Shares1,222 from 1,222

Change0 (0%)

Value$232.4K (+$6.4K)

Filed 2026-10-06

Juncture Wealth Strategies, LLC

UNCHANGED

Shares1,177 from 1,177

Change0 (0%)

Value$223.8K (+$6.1K)

Filed 2026-10-06

PDS Planning, Inc

UNCHANGED

Shares1,158 from 1,158

Change0 (0%)

Value$220.2K (+$6.0K)

Filed 2026-11-03

Fifth Third Bancorp

UNCHANGED

Shares1,150 from 1,150

Change0 (0%)

Value$218.7K (+$6.0K)

Filed 2026-11-05

United Advisor Group, LLC

DECREASED

Shares1,132 from 1,146

Change-14 (-1%)

Value$215.3K (+$3.3K)

Filed 2026-11-03

CFS Investment Advisory Services, LLC

DECREASED

Shares1,129 from 1,526

Change-397 (-26%)

Value$219.5K (-$62.0K)

Filed 2026-10-19

Smith Salley Wealth Management

UNCHANGED

Shares1,123 from 1,123

Change0 (0%)

Value$213.6K (+$5.9K)

Filed 2026-11-03

LVW Advisors, LLC

UNCHANGED

Shares1,122 from 1,122

Change0 (0%)

Value$213.4K (+$5.8K)

Filed 2026-10-19

Victory Financial Group, LLC

NEW

Shares1,073

Change+1,073

Value$204.0K

Filed 2026-10-27

Strategic Blueprint, LLC

DECREASED

Shares1,062 from 1,138

Change-76 (-7%)

Value$202.0K (-$8.5K)

Filed 2026-10-22

Choreo, LLC

NEW

Shares1,057

Change+1,057

Value$200.9K

Filed 2026-10-28

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares767 from 767

Change0 (0%)

Value$145.9K (+$4.0K)

Filed 2026-10-05

Comprehensive Financial Planning, Inc.

INCREASED

Shares687 from 686

Change+1 (+0%)

Value$130.8K (+$3.9K)

Filed 2026-10-27

Pinnacle Bancorp, Inc.

DECREASED

Shares527 from 537

Change-10 (-2%)

Value$100.2K (+$896)

Filed 2026-10-21

Private Trust Co NA

UNCHANGED

Shares480 from 480

Change0 (0%)

Value$91.3K (+$2.5K)

Filed 2026-10-20

First Pacific Financial

INCREASED

Shares478 from 477

Change+1 (+0%)

Value$90.9K (+$2.7K)

Filed 2026-10-14

Buck Wealth Strategies, LLC

INCREASED

Shares372 from 371

Change+1 (+0%)

Value$70.7K (+$2.1K)

Filed 2026-10-28

Parallel Advisors, LLC

INCREASED

Shares300 from 56

Change+244 (+436%)

Value$57.1K (+$46.7K)

Filed 2026-11-03

US Bancorp \de\

UNCHANGED

Shares292 from 292

Change0 (0%)

Value$55.5K (+$1.5K)

Filed 2026-11-05

Blue Bell Private Wealth Management, LLC

DECREASED

Shares240 from 254

Change-14 (-6%)

Value$45.7K (-$1.3K)

Filed 2026-10-29

Trust Co

NEW

Shares203

Change+203

Value$38.6K

Filed 2026-10-09

StrongBox Wealth, LLC

UNCHANGED

Shares173 from 173

Change0 (0%)

Value$32.9K (+$902)

Filed 2026-11-02

Gamma Investing LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$28.5K (+$781)

Filed 2026-10-08

Costello Asset Management, Inc

UNCHANGED

Shares131 from 131

Change0 (0%)

Value$24.8K (+$680)

Filed 2026-10-30

Bokf, NA

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$20.5K (+$562)

Filed 2026-10-27

Polaris Financial Partners

NEW

Shares100

Change+100

Value$30

Filed 2026-10-02

Ashton Thomas Private Wealth, LLC

DECREASED

Shares100 from 108

Change-8 (-7%)

Value$19.0K (-$959)

Filed 2026-11-03

Trust Co of Vermont

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$19.0K (+$521)

Filed 2026-10-21

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$13.1K (+$388)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$10.6K (+$292)

Filed 2026-11-04

Larson Financial Group LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$10.7K (+$294)

Filed 2026-11-05

Mather Group, Llc.

DECREASED

Shares55 from 58

Change-3 (-5%)

Value$10.5K (-$268)

Filed 2026-10-14

Financial Management Professionals, Inc.

NEW

Shares51

Change+51

Value$9.7K

Filed 2026-10-23

Elevated Capital Advisors, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$8.7K (+$239)

Filed 2026-11-04

Central Trust Co

NEW

Shares35

Change+35

Value$6.7K

Filed 2026-11-05

MidAtlantic Capital Management, Inc.

NEW

Shares31

Change+31

Value$5.9K

Filed 2026-11-05

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$4.4K (+$120)

Filed 2026-10-23

JFS Wealth Advisors, LLC

DECREASED

Shares16 from 17

Change-1 (-6%)

Value$3.0K (-$102)

Filed 2026-11-03

Signaturefd, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$2.7K (+$73)

Filed 2026-10-23

Lloyd Advisory Services, Llc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$206 (+$6)

Filed 2026-11-02

Elevation Capital Advisory, LLC

CLOSED

Shares0 from 7,790

Change-7,790 (-100%)

Value$0 (-$1.4M)

Filed 2026-10-29

RFG Advisory, LLC

CLOSED

Shares0 from 1,369

Change-1,369 (-100%)

Value$0 (-$253.2K)

Filed 2026-11-03

AdvisorNet Financial, Inc

CLOSED

Shares0 from 508

Change-508 (-100%)

Value$0 (-$94.0K)

Filed 2026-10-15

Sterling Capital Management LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$3.1K)

Filed 2026-10-22

Morgan Stanley

N/A

Shares— from 676,332

Change-676,332 (-100%)

Value—

Gilbert & Cook, Inc.

N/A

Shares— from 508,409

Change-508,409 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 500,046

Change-500,046 (-100%)

Value—

Commerce Bank

N/A

Shares— from 435,916

Change-435,916 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 396,002

Change-396,002 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 359,781

Change-359,781 (-100%)

Value—

George Kaiser Family Foundation

N/A

Shares— from 248,501

Change-248,501 (-100%)

Value—

Reliant Wealth Planning

N/A

Shares— from 215,106

Change-215,106 (-100%)

Value—

FreeGulliver LLC

N/A

Shares— from 209,733

Change-209,733 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 186,952

Change-186,952 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 138,001

Change-138,001 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 98,978

Change-98,978 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 89,126

Change-89,126 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 87,132

Change-87,132 (-100%)

Value—

First American Trust, FSB

N/A

Shares— from 76,906

Change-76,906 (-100%)

Value—

UBS Group AG

N/A

Shares— from 75,787

Change-75,787 (-100%)

Value—

KM Capital Management Ltd.

N/A

Shares— from 74,015

Change-74,015 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 69,193

Change-69,193 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 67,225

Change-67,225 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 66,972

Change-66,972 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 60,117

Change-60,117 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 55,913

Change-55,913 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 55,425

Change-55,425 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 47,160

Change-47,160 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 42,173

Change-42,173 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 41,699

Change-41,699 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 39,477

Change-39,477 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 35,692

Change-35,692 (-100%)

Value—

Veridan Wealth LLC

N/A

Shares— from 35,548

Change-35,548 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 35,166

Change-35,166 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 35,065

Change-35,065 (-100%)

Value—

Oxford Financial Group, Ltd. LLC

N/A

Shares— from 29,110

Change-29,110 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 27,764

Change-27,764 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 27,018

Change-27,018 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 24,731

Change-24,731 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 23,282

Change-23,282 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 23,110

Change-23,110 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 22,773

Change-22,773 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 19,799

Change-19,799 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 19,501

Change-19,501 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 16,511

Change-16,511 (-100%)

Value—

FMR LLC

N/A

Shares— from 15,984

Change-15,984 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 15,657

Change-15,657 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 14,937

Change-14,937 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 14,045

Change-14,045 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 13,863

Change-13,863 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 13,191

Change-13,191 (-100%)

Value—

Forefront Wealth Partners, LLC

N/A

Shares— from 12,946

Change-12,946 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 11,029

Change-11,029 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,978

Change-10,978 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 10,685

Change-10,685 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 9,087

Change-9,087 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 8,632

Change-8,632 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 7,799

Change-7,799 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 7,537

Change-7,537 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 7,443

Change-7,443 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 7,310

Change-7,310 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,322

Change-6,322 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,130

Change-6,130 (-100%)

Value—

Aureus Asset Management, LLC

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 5,733

Change-5,733 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 5,501

Change-5,501 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 5,240

Change-5,240 (-100%)

Value—

Stokes Family Office, LLC

N/A

Shares— from 4,330

Change-4,330 (-100%)

Value—

Perissos Private Wealth Management, LLC

N/A

Shares— from 4,280

Change-4,280 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 4,150

Change-4,150 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 3,934

Change-3,934 (-100%)

Value—

Forum Private Client Group LLC

N/A

Shares— from 3,581

Change-3,581 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 3,303

Change-3,303 (-100%)

Value—

AFT, Forsyth & Company, Inc.

N/A

Shares— from 3,160

Change-3,160 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,061

Change-3,061 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,790

Change-2,790 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 2,364

Change-2,364 (-100%)

Value—

Resolute Advisors LLC

N/A

Shares— from 2,277

Change-2,277 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 2,225

Change-2,225 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,206

Change-2,206 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 2,144

Change-2,144 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 2,026

Change-2,026 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,746

Change-1,746 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,717

Change-1,717 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,656

Change-1,656 (-100%)

Value—

HBK Sorce Advisory LLC

N/A

Shares— from 1,585

Change-1,585 (-100%)

Value—

Octavia Wealth Advisors, LLC

N/A

Shares— from 1,496

Change-1,496 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 1,484

Change-1,484 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,415

Change-1,415 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 1,385

Change-1,385 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 1,332

Change-1,332 (-100%)

Value—

PAX Financial Group, LLC

N/A

Shares— from 1,315

Change-1,315 (-100%)

Value—

Nwam LLC

N/A

Shares— from 1,299

Change-1,299 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 1,248

Change-1,248 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 1,155

Change-1,155 (-100%)

Value—

Forge Financial Services LLC

N/A

Shares— from 1,091

Change-1,091 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 913

Change-913 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 900

Change-900 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 830

Change-830 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 646

Change-646 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 640

Change-640 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 628

Change-628 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 537

Change-537 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 502

Change-502 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 336

Change-336 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 330

Change-330 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 317

Change-317 (-100%)

Value—

Blair William & Co

N/A

Shares— from 244

Change-244 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 173

Change-173 (-100%)

Value—

ESL Trust Services, LLC

N/A

Shares— from 161

Change-161 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 140

Change-140 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 140

Change-140 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 128

Change-128 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 123

Change-123 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 106

Change-106 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 5

Change-5 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Tompkins Financial Corp	DECREASED	496,790	501,427	-4,637	-1%	$92.7M	$94.5M	+$1.7M	2026-10-05
Lido Advisors, LLC	INCREASED	448,511	408,608	+39,903	+10%	$75.6M	$85.3M	+$9.7M	2026-11-04
McKinley Carter Wealth Services, Inc.	INCREASED	251,267	53,247	+198,020	+372%	$9.8M	$47.8M	+$37.9M	2026-10-16
Prescott Group Capital Management, L.L.C.	UNCHANGED	248,501	248,501	0	0%	$46.0M	$47.3M	+$1.3M	2026-10-30
Richmond Investment Services, LLC	INCREASED	222,923	218,146	+4,777	+2%	$40.3M	$42.4M	+$2.0M	2026-10-29
Heck Capital Advisors, LLC	DECREASED	204,169	204,621	-452	0%	$37.8M	$38.8M	+$980.1K	2026-10-14
Searcy Financial Services Inc	DECREASED	175,133	178,911	-3,778	-2%	$33.1M	$33.3M	+$213.7K	2026-10-07
Cambridge Investment Research Advisors, Inc.	DECREASED	124,424	126,744	-2,320	-2%	$23.4M	$23.7K	-$23.4M	2026-11-02
Manchester Financial Inc	INCREASED	123,333	121,917	+1,416	+1%	$22.5M	$23.5M	+$904.5K	2026-10-15
Commonwealth Equity Services, LLC	DECREASED	87,474	141,776	-54,302	-38%	$26.2M	$16.6M	-$9.6M	2026-11-02
Thrivent Financial for Lutherans	NEW	83,105	—	+83,105	—	—	$15.8M	—	2026-11-05
Woodard & Co Asset Management Group Inc	INCREASED	74,187	72,990	+1,197	+2%	$13.5M	$14.1M	+$607.8K	2026-11-03
Arcadia Investment Advisors LLC	DECREASED	73,396	73,700	-304	0%	$13.6M	$14.0M	+$326.2K	2026-10-13
Annex Advisory Services, LLC	DECREASED	65,720	73,569	-7,849	-11%	$13.6M	$12.5M	-$1.1M	2026-10-16
First Citizens Bank & Trust Co	INCREASED	56,040	55,913	+127	+0%	$10.3M	$10.7M	+$315.5K	2026-10-14
Creative Planning	DECREASED	50,461	50,650	-189	0%	$9.4M	$9.6M	+$228.0K	2026-11-02
Nicollet Investment Management, Inc.	DECREASED	40,486	40,644	-158	0%	$7.5M	$7.7K	-$7.5M	2026-10-14
ShoreHaven Wealth Partners, LLC	INCREASED	39,161	39,152	+9	+0%	$7.2M	$7.4M	+$205.7K	2026-10-16
Winter & Associates, Inc.	INCREASED	36,862	34,510	+2,352	+7%	$6.4M	$7.0M	+$660.6K	2026-10-23
Holos Integrated Wealth LLC	INCREASED	35,048	33,849	+1,199	+4%	$6.3M	$6.7M	+$416.3K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	35,023	28,696	+6,327	+22%	$5.3M	$6.7M	+$1.4M	2026-11-02
Strategic Equity Management	DECREASED	32,343	33,422	-1,079	-3%	$6.2M	$6.2M	-$31.0K	2026-11-04
Grant Street Asset Management, Inc.	DECREASED	21,736	21,751	-15	0%	$4.0M	$4.1M	+$110.6K	2026-10-26
Creative Financial Designs Inc	DECREASED	19,337	19,542	-205	-1%	$3.6M	$3.7M	+$63.0K	2026-11-04
Moneywise, Inc.	DECREASED	18,032	18,127	-95	-1%	$3.4M	$3.4M	+$76.4K	2026-10-30
Mason & Associates, LLC	DECREASED	17,733	17,841	-108	-1%	$3.3M	$3.4M	+$72.4K	2026-10-26
Noble Family Wealth, LLC	DECREASED	15,845	16,109	-264	-2%	$3.0M	$3.0M	+$33.7K	2026-10-26
Blue Trust, Inc.	NEW	15,044	—	+15,044	—	—	$2.9M	—	2026-10-15
Family Capital Management, Inc.	INCREASED	13,834	13,832	+2	+0%	$2.6M	$2.6M	+$72.4K	2026-11-03
Boyd Wealth Management, LLC	DECREASED	13,466	13,775	-309	-2%	$2.5M	$2.6M	+$13.0K	2026-10-20
Compton Wealth Advisory Group, LLC	UNCHANGED	12,652	12,652	0	0%	$2.3M	$2.4M	+$71.1K	2026-10-13
Granite Islands Private Wealth, LLC	INCREASED	12,376	12,103	+273	+2%	$2.2M	$2.4M	+$115.9K	2026-10-16
Vise Technologies, Inc.	INCREASED	10,982	10,619	+363	+3%	$2.0M	$2.1M	+$124.5K	2026-10-29
Legacy Advisory Services, LLC	DECREASED	10,627	15,321	-4,694	-31%	$2.8M	$2.0M	-$812.7K	2026-10-20
Bison Wealth, LLC	DECREASED	9,751	11,811	-2,060	-17%	$2.2M	$1.9M	-$307.8K	2026-10-13
Flagship Harbor Advisors, LLC	INCREASED	9,013	9,006	+7	+0%	$1.7M	$1.7M	+$48.3K	2026-10-26
Breakwater Capital Group	INCREASED	8,891	6,535	+2,356	+36%	$1.2M	$1.7M	+$482.2K	2026-10-09
Stone Wealth Partners	INCREASED	8,236	4,118	+4,118	+100%	$761.6K	$1.6M	+$805.8K	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	7,759	7,497	+262	+3%	$1.4M	$1.5M	+$94.0K	2026-10-13
Avior Wealth Management, LLC	DECREASED	7,690	7,805	-115	-1%	$1.4M	$1.5M	+$18.7K	2026-10-13
Procyon Advisors, LLC	DECREASED	6,539	7,037	-498	-7%	$1.3M	$1.2M	-$58.0K	2026-10-21
Patten & Patten Inc	DECREASED	6,017	9,909	-3,892	-39%	$1.8M	$1.1M	-$688.5K	2026-10-26
Fifth Third Securities, Inc.	DECREASED	5,941	7,097	-1,156	-16%	$1.3M	$1.1M	-$182.8K	2026-10-21
Cahaba Wealth Management, Inc.	INCREASED	5,271	5,270	+1	+0%	$974.7K	$1.0M	+$27.6K	2026-10-26
Concurrent Investment Advisors, LLC	INCREASED	4,799	4,758	+41	+1%	$880.0K	$912.6K	+$32.6K	2026-10-16
NWF Advisory Services Inc.	INCREASED	4,748	4,490	+258	+6%	$830.4K	$902.9K	+$72.5K	2026-10-19
Asset Allocation Strategies LLC	DECREASED	4,584	5,586	-1,002	-18%	$1.0M	$871.7K	-$161.4K	2026-10-20
Assetmark, Inc	DECREASED	4,265	4,432	-167	-4%	$819.7K	$811.0K	-$8.7K	2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	DECREASED	3,945	3,951	-6	0%	$730.7K	$750.2K	+$19.5K	2026-10-14
Moneco Advisors, LLC	INCREASED	3,933	3,930	+3	+0%	$726.9K	$747.9K	+$21.0K	2026-11-05
IFP Advisors, Inc	DECREASED	3,664	3,671	-7	0%	$679.0K	$696.7K	+$17.8K	2026-10-16
Farther Finance Advisors, LLC	DECREASED	3,461	4,000	-539	-13%	$739.7K	$658.2K	-$81.5K	2026-10-08
Investors Research Corp	DECREASED	3,242	3,362	-120	-4%	$621.8K	$616.5K	-$5.3K	2026-10-07
McAdam, LLC	DECREASED	3,107	3,156	-49	-2%	$583.7K	$590.8K	+$7.1K	2026-10-21
Davenport & Co LLC	INCREASED	3,027	3,000	+27	+1%	$554.9K	$575.7K	+$20.7K	2026-10-14
Stronghold Wealth Management L.L.C.	INCREASED	2,973	2,923	+50	+2%	$540.6K	$565.3K	+$24.7K	2026-10-16
Bank of New York Mellon Corp	INCREASED	2,851	2,637	+214	+8%	$487.7K	$542.2K	+$54.5K	2026-11-05
PKS Advisory Services, LLC	UNCHANGED	2,826	2,826	0	0%	$523.0K	$523.0K	$0	2026-10-26
Andina Capital Management, LLC	INCREASED	2,806	2,415	+391	+16%	$446.7K	$533.6K	+$86.9K	2026-10-21
Nfsg Corp	DECREASED	2,778	3,023	-245	-8%	$559.1K	$528.3K	-$30.8K	2026-10-15
Kestra Private Wealth Services, LLC	DECREASED	2,586	2,905	-319	-11%	$537.3K	$491.8K	-$45.5K	2026-10-30
Michels Family Financial, LLC	DECREASED	2,285	2,303	-18	-1%	$425.9K	$434.5K	+$8.6K	2026-11-02
Claro Advisors Inc.	INCREASED	2,263	2,252	+11	+0%	$416.5K	$430.3K	+$13.8K	2026-11-02
J.W. Cole Advisors, Inc.	INCREASED	2,218	2,216	+2	+0%	$409.9K	$421.8K	+$11.9K	2026-11-05
Kendall Capital Management	DECREASED	2,180	2,225	-45	-2%	$411.5K	$414.5K	+$3.0K	2026-10-23
Secure Asset Management, LLC	DECREASED	2,069	2,456	-387	-16%	$454.2K	$393.4K	-$60.7K	2026-10-19
Capital Investment Advisory Services, LLC	UNCHANGED	2,000	2,000	0	0%	$369.9K	$380.3K	+$10.4K	2026-10-30
Gilliland Jeter Wealth Management LLC	INCREASED	1,986	1,972	+14	+1%	$364.7K	$377.7K	+$12.9K	2026-10-28
Tenet Wealth Partners, LLC	UNCHANGED	1,980	1,980	0	0%	$360.9K	$376.5K	+$15.6K	2026-10-19
Ascent Group, LLC	INCREASED	1,923	1,887	+36	+2%	$349.0K	$365.7K	+$16.7K	2026-10-30
Arbor Wealth Management Llc\az	INCREASED	1,922	1,917	+5	+0%	$354.6K	$365.4K	+$10.8K	2026-10-20
Clear Creek Financial Management, LLC	DECREASED	1,825	2,308	-483	-21%	$426.9K	$347.0K	-$79.8K	2026-10-28
Cornerstone Wealth Management, LLC	UNCHANGED	1,805	1,805	0	0%	$333.8K	$343.2K	+$9.4K	2026-11-04
StoneX Group Inc.	NEW	1,642	—	+1,642	—	—	$306.7K	—	2026-11-03
GenWealth Group, Inc.	DECREASED	1,619	1,889	-270	-14%	$349.4K	$307.9K	-$41.5K	2026-10-16
TSA Wealth Managment LLC	DECREASED	1,603	2,196	-593	-27%	$406.2K	$304.8K	-$101.3K	2026-10-22
Yanni & Associates Investment Advisors, LLC	UNCHANGED	1,565	1,565	0	0%	$289.4K	$297.6K	+$8.2K	2026-10-14
Kelly Financial Services LLC	DECREASED	1,540	1,574	-34	-2%	$291.1K	$292.9K	+$1.7K	2026-10-20
Redstone Wealth Management, LLC	UNCHANGED	1,513	1,513	0	0%	$279.8K	$287.7K	+$7.9K	2026-10-20
Spirit of America Management Corp	DECREASED	1,418	261,905	-260,487	-99%	$1.4K	$275.1K	+$273.7K	2026-10-14
Toth Financial Advisory Corp	UNCHANGED	1,390	1,390	0	0%	$257.1K	$264.3K	+$7.2K	2026-10-08
Orin Green Financial, LLC	DECREASED	1,388	1,422	-34	-2%	$263.0K	$263.9K	+$943	2026-10-19
Vann Equity Management LLC	DECREASED	1,369	1,392	-23	-2%	$257.5K	$260.3K	+$2.9K	2026-10-08
Alpine Bank Wealth Management	UNCHANGED	1,250	1,250	0	0%	$231.2K	$237.7K	+$6.5K	2026-10-16
Iowa State Bank	UNCHANGED	1,222	1,222	0	0%	$226.0K	$232.4K	+$6.4K	2026-10-06
Juncture Wealth Strategies, LLC	UNCHANGED	1,177	1,177	0	0%	$217.7K	$223.8K	+$6.1K	2026-10-06
PDS Planning, Inc	UNCHANGED	1,158	1,158	0	0%	$214.2K	$220.2K	+$6.0K	2026-11-03
Fifth Third Bancorp	UNCHANGED	1,150	1,150	0	0%	$212.7K	$218.7K	+$6.0K	2026-11-05
United Advisor Group, LLC	DECREASED	1,132	1,146	-14	-1%	$212.0K	$215.3K	+$3.3K	2026-11-03
CFS Investment Advisory Services, LLC	DECREASED	1,129	1,526	-397	-26%	$281.5K	$219.5K	-$62.0K	2026-10-19
Smith Salley Wealth Management	UNCHANGED	1,123	1,123	0	0%	$207.7K	$213.6K	+$5.9K	2026-11-03
LVW Advisors, LLC	UNCHANGED	1,122	1,122	0	0%	$207.5K	$213.4K	+$5.8K	2026-10-19
Victory Financial Group, LLC	NEW	1,073	—	+1,073	—	—	$204.0K	—	2026-10-27
Strategic Blueprint, LLC	DECREASED	1,062	1,138	-76	-7%	$210.5K	$202.0K	-$8.5K	2026-10-22
Choreo, LLC	NEW	1,057	—	+1,057	—	—	$200.9K	—	2026-10-28
MassMutual Private Wealth & Trust, FSB	UNCHANGED	767	767	0	0%	$141.9K	$145.9K	+$4.0K	2026-10-05
Comprehensive Financial Planning, Inc.	INCREASED	687	686	+1	+0%	$126.9K	$130.8K	+$3.9K	2026-10-27
Pinnacle Bancorp, Inc.	DECREASED	527	537	-10	-2%	$99.3K	$100.2K	+$896	2026-10-21
Private Trust Co NA	UNCHANGED	480	480	0	0%	$88.8K	$91.3K	+$2.5K	2026-10-20
First Pacific Financial	INCREASED	478	477	+1	+0%	$88.2K	$90.9K	+$2.7K	2026-10-14
Buck Wealth Strategies, LLC	INCREASED	372	371	+1	+0%	$68.6K	$70.7K	+$2.1K	2026-10-28
Parallel Advisors, LLC	INCREASED	300	56	+244	+436%	$10.4K	$57.1K	+$46.7K	2026-11-03
US Bancorp \de\	UNCHANGED	292	292	0	0%	$54.0K	$55.5K	+$1.5K	2026-11-05
Blue Bell Private Wealth Management, LLC	DECREASED	240	254	-14	-6%	$47.0K	$45.7K	-$1.3K	2026-10-29
Trust Co	NEW	203	—	+203	—	—	$38.6K	—	2026-10-09
StrongBox Wealth, LLC	UNCHANGED	173	173	0	0%	$32.0K	$32.9K	+$902	2026-11-02
Gamma Investing LLC	UNCHANGED	150	150	0	0%	$27.7K	$28.5K	+$781	2026-10-08
Costello Asset Management, Inc	UNCHANGED	131	131	0	0%	$24.1K	$24.8K	+$680	2026-10-30
Bokf, NA	UNCHANGED	108	108	0	0%	$20.0K	$20.5K	+$562	2026-10-27
Polaris Financial Partners	NEW	100	—	+100	—	—	$30	—	2026-10-02
Ashton Thomas Private Wealth, LLC	DECREASED	100	108	-8	-7%	$20.0K	$19.0K	-$959	2026-11-03
Trust Co of Vermont	UNCHANGED	100	100	0	0%	$18.5K	$19.0K	+$521	2026-10-21
Glass Jacobson Investment Advisors llc	UNCHANGED	69	69	0	0%	$12.8K	$13.1K	+$388	2026-10-26
EverSource Wealth Advisors, LLC	UNCHANGED	56	56	0	0%	$10.4K	$10.6K	+$292	2026-11-04
Larson Financial Group LLC	UNCHANGED	56	56	0	0%	$10.4K	$10.7K	+$294	2026-11-05
Mather Group, Llc.	DECREASED	55	58	-3	-5%	$10.7K	$10.5K	-$268	2026-10-14
Financial Management Professionals, Inc.	NEW	51	—	+51	—	—	$9.7K	—	2026-10-23
Elevated Capital Advisors, LLC	UNCHANGED	46	46	0	0%	$8.5K	$8.7K	+$239	2026-11-04
Central Trust Co	NEW	35	—	+35	—	—	$6.7K	—	2026-11-05
MidAtlantic Capital Management, Inc.	NEW	31	—	+31	—	—	$5.9K	—	2026-11-05
Wilmington Savings Fund Society, FSB	UNCHANGED	23	23	0	0%	$4.3K	$4.4K	+$120	2026-10-23
JFS Wealth Advisors, LLC	DECREASED	16	17	-1	-6%	$3.1K	$3.0K	-$102	2026-11-03
Signaturefd, LLC	UNCHANGED	14	14	0	0%	$2.6K	$2.7K	+$73	2026-10-23
Lloyd Advisory Services, Llc.	UNCHANGED	1	1	0	0%	$200	$206	+$6	2026-11-02
Elevation Capital Advisory, LLC	CLOSED	0	7,790	-7,790	-100%	$1.4M	$0	-$1.4M	2026-10-29
RFG Advisory, LLC	CLOSED	0	1,369	-1,369	-100%	$253.2K	$0	-$253.2K	2026-11-03
AdvisorNet Financial, Inc	CLOSED	0	508	-508	-100%	$94.0K	$0	-$94.0K	2026-10-15
Sterling Capital Management LLC	CLOSED	0	17	-17	-100%	$3.1K	$0	-$3.1K	2026-10-22
Morgan Stanley	N/A	—	676,332	-676,332	-100%	$125.1M	—	—	—
Gilbert & Cook, Inc.	N/A	—	508,409	-508,409	-100%	$94.0M	—	—	—
Bank of America Corp	N/A	—	500,046	-500,046	-100%	$92.5M	—	—	—
Commerce Bank	N/A	—	435,916	-435,916	-100%	$80.6M	—	—	—
Ameriprise Financial Inc	N/A	—	396,002	-396,002	-100%	$73.2M	—	—	—
LPL Financial LLC	N/A	—	359,781	-359,781	-100%	$66.5M	—	—	—
George Kaiser Family Foundation	N/A	—	248,501	-248,501	-100%	$46.0M	—	—	—
Reliant Wealth Planning	N/A	—	215,106	-215,106	-100%	$39.8M	—	—	—
FreeGulliver LLC	N/A	—	209,733	-209,733	-100%	$38.8M	—	—	—
JPMorgan Chase & Co	N/A	—	186,952	-186,952	-100%	$34.3M	—	—	—
Royal Bank of Canada	N/A	—	138,001	-138,001	-100%	$25.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	98,978	-98,978	-100%	$18.3M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	89,126	-89,126	-100%	$16.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	87,132	-87,132	-100%	$16.1M	—	—	—
First American Trust, FSB	N/A	—	76,906	-76,906	-100%	$14.2M	—	—	—
UBS Group AG	N/A	—	75,787	-75,787	-100%	$14.0M	—	—	—
KM Capital Management Ltd.	N/A	—	74,015	-74,015	-100%	$13.7M	—	—	—
Wells Fargo & Company	N/A	—	69,193	-69,193	-100%	$12.8M	—	—	—
Voya Investment Management LLC	N/A	—	67,225	-67,225	-100%	$12.4M	—	—	—
HighTower Advisors, LLC	N/A	—	66,972	-66,972	-100%	$12.4M	—	—	—
Composition Wealth, LLC	N/A	—	60,117	-60,117	-100%	$11.1M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	55,913	-55,913	-100%	$10.3M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	55,425	-55,425	-100%	$10.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	47,160	-47,160	-100%	$8.7M	—	—	—
Cetera Investment Advisers	N/A	—	42,173	-42,173	-100%	$7.8M	—	—	—
Merit Financial Group, LLC	N/A	—	41,699	-41,699	-100%	$7.7M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	39,477	-39,477	-100%	$7.3M	—	—	—
SageView Advisory Group, LLC	N/A	—	35,692	-35,692	-100%	$6.6M	—	—	—
Veridan Wealth LLC	N/A	—	35,548	-35,548	-100%	$6.6M	—	—	—
Waverly Advisors, LLC	N/A	—	35,166	-35,166	-100%	$6.5M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	35,065	-35,065	-100%	$6.5M	—	—	—
Oxford Financial Group, Ltd. LLC	N/A	—	29,110	-29,110	-100%	$5.4M	—	—	—
Raymond James Financial Inc	N/A	—	27,764	-27,764	-100%	$5.1M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	27,018	-27,018	-100%	$5.0M	—	—	—
Cresset Asset Management, LLC	N/A	—	24,731	-24,731	-100%	$4.6M	—	—	—
Valmark Advisers, Inc.	N/A	—	23,282	-23,282	-100%	$4.3M	—	—	—
Citadel Advisors LLC	N/A	—	23,110	-23,110	-100%	$4.3M	—	—	—
Wealthfront Advisers LLC	N/A	—	22,773	-22,773	-100%	$4.2M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	19,799	-19,799	-100%	$3.7M	—	—	—
Capital Analysts, LLC	N/A	—	19,501	-19,501	-100%	$3.6M	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	16,511	-16,511	-100%	$3.1M	—	—	—
FMR LLC	N/A	—	15,984	-15,984	-100%	$3.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	15,657	-15,657	-100%	$2.9M	—	—	—
Leavell Investment Management, Inc.	N/A	—	14,937	-14,937	-100%	$2.8M	—	—	—
MML Investors Services, LLC	N/A	—	14,045	-14,045	-100%	$2.6M	—	—	—
GeoWealth Management, LLC	N/A	—	13,863	-13,863	-100%	$2.6M	—	—	—
Private Advisor Group, LLC	N/A	—	13,191	-13,191	-100%	$2.4M	—	—	—
Forefront Wealth Partners, LLC	N/A	—	12,946	-12,946	-100%	$2.4M	—	—	—
HRT Financial LP	N/A	—	11,029	-11,029	-100%	$2.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	10,978	-10,978	-100%	$2.0M	—	—	—
Keystone Financial Group	N/A	—	10,685	-10,685	-100%	$2.0M	—	—	—
Stifel Financial Corp	N/A	—	9,087	-9,087	-100%	$1.7M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	8,632	-8,632	-100%	$1.6M	—	—	—
Cozad Asset Management Inc	N/A	—	7,799	-7,799	-100%	$1.4M	—	—	—
Focus Partners Wealth	N/A	—	7,537	-7,537	-100%	$1.4M	—	—	—
Principal Securities, Inc.	N/A	—	7,443	-7,443	-100%	$1.4M	—	—	—
Summit Trail Advisors, LLC	N/A	—	7,310	-7,310	-100%	$1.4M	—	—	—
Mariner, LLC	N/A	—	6,322	-6,322	-100%	$1.2M	—	—	—
BFC Planning, Inc.	N/A	—	6,130	-6,130	-100%	$1.1M	—	—	—
Aureus Asset Management, LLC	N/A	—	6,000	-6,000	-100%	$1.1M	—	—	—
BlackRock, Inc.	N/A	—	5,733	-5,733	-100%	$1.1M	—	—	—
MAI Capital Management	N/A	—	5,501	-5,501	-100%	$1.0M	—	—	—
Summit Financial, LLC	N/A	—	5,240	-5,240	-100%	$969.1K	—	—	—
Stokes Family Office, LLC	N/A	—	4,330	-4,330	-100%	$800.8K	—	—	—
Perissos Private Wealth Management, LLC	N/A	—	4,280	-4,280	-100%	$791.7K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	4,150	-4,150	-100%	$767.5K	—	—	—
Northern Trust Corp	N/A	—	3,934	-3,934	-100%	$727.6K	—	—	—
Forum Private Client Group LLC	N/A	—	3,581	-3,581	-100%	$662.3K	—	—	—
GTS Securities LLC	N/A	—	3,303	-3,303	-100%	$610.9K	—	—	—
AFT, Forsyth & Company, Inc.	N/A	—	3,160	-3,160	-100%	$584.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,061	-3,061	-100%	$566.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,790	-2,790	-100%	$516.0K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	2,364	-2,364	-100%	$437.3K	—	—	—
Resolute Advisors LLC	N/A	—	2,277	-2,277	-100%	$421.1K	—	—	—
Ethos Financial Group, LLC	N/A	—	2,225	-2,225	-100%	$399.6K	—	—	—
Huntington National Bank	N/A	—	2,206	-2,206	-100%	$408.0K	—	—	—
Captrust Financial Advisors	N/A	—	2,144	-2,144	-100%	$396.6K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	2,026	-2,026	-100%	$374.7K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,746	-1,746	-100%	$323.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,717	-1,717	-100%	$317.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,656	-1,656	-100%	$306.3K	—	—	—
HBK Sorce Advisory LLC	N/A	—	1,585	-1,585	-100%	$302.3K	—	—	—
Octavia Wealth Advisors, LLC	N/A	—	1,496	-1,496	-100%	$276.7K	—	—	—
Diversified Trust Co	N/A	—	1,484	-1,484	-100%	$274.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,415	-1,415	-100%	$261.7K	—	—	—
One Wealth Advisors, LLC	N/A	—	1,385	-1,385	-100%	$256.2K	—	—	—
Flow Traders U.S. LLC	N/A	—	1,332	-1,332	-100%	$246.0K	—	—	—
PAX Financial Group, LLC	N/A	—	1,315	-1,315	-100%	$243.2K	—	—	—
Nwam LLC	N/A	—	1,299	-1,299	-100%	$240.2K	—	—	—
Wealth Alliance, LLC	N/A	—	1,248	-1,248	-100%	$230.7K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	1,155	-1,155	-100%	$213.6K	—	—	—
Forge Financial Services LLC	N/A	—	1,091	-1,091	-100%	$201.8K	—	—	—
AE Wealth Management LLC	N/A	—	913	-913	-100%	$168.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	900	-900	-100%	$166.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	830	-830	-100%	$149.8K	—	—	—
Operose Advisors LLC	N/A	—	700	-700	-100%	$129.5K	—	—	—
Harbour Investments, Inc.	N/A	—	646	-646	-100%	$119.5K	—	—	—
UMB Bank, n.a.	N/A	—	640	-640	-100%	$118.4K	—	—	—
Qube Research & Technologies Ltd	N/A	—	628	-628	-100%	$116.1K	—	—	—
Vanguard Advisers Inc	N/A	—	537	-537	-100%	$99.3K	—	—	—
Regatta Research & Money Management	N/A	—	502	-502	-100%	$92.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	336	-336	-100%	$62.1K	—	—	—
National Bank of Canada	N/A	—	330	-330	-100%	$61.0K	—	—	—
Arax Advisory Partners	N/A	—	317	-317	-100%	$58.7K	—	—	—
Blair William & Co	N/A	—	244	-244	-100%	$45.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	173	-173	-100%	$32.0K	—	—	—
ESL Trust Services, LLC	N/A	—	161	-161	-100%	$29.8K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	150	-150	-100%	$27.7K	—	—	—
Nova Wealth Management, Inc.	N/A	—	140	-140	-100%	$25.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	140	-140	-100%	$25.9K	—	—	—
Bank of Montreal	N/A	—	128	-128	-100%	$23.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	123	-123	-100%	$22.7K	—	—	—
Allworth Financial LP	N/A	—	106	-106	-100%	$19.6K	—	—	—
LRI Investments, LLC	N/A	—	83	-83	-100%	$15.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	9	-9	-100%	$1.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	9	-9	-100%	$1.7K	—	—	—
Russell Investments Group, Ltd.	N/A	—	5	-5	-100%	$925	—	—	—
Ankerstar Wealth, LLC	N/A	—	2	-2	-100%	$370	—	—	—

Showing 246 of 246 institutions