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Ishrs Short MAT Muni ACT ETF (MEAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Rockwood Wealth Management, LLC
DECREASED
Shares2,282,194 from 2,370,376
Change-88,182 (-4%)
Value$113.3M (-$6.2M)
Filed 2026-10-27
Resonant Capital Advisors, LLC
DECREASED
Shares1,303,337 from 1,804,120
Change-500,783 (-28%)
Value$64.7M (-$26.2M)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares814,389 from 755,026
Change+59,363 (+8%)
Value$40.4M (+$2.4M)
Filed 2026-11-06
Foster Group, Inc.
INCREASED
Shares623,041 from 612,466
Change+10,575 (+2%)
Value$30.9M (+$65.5K)
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
INCREASED
Shares479,507 from 444,308
Change+35,199 (+8%)
Value$23.8M (+$1.4M)
Filed 2026-11-02
55 North Private Wealth, LLC
DECREASED
Shares183,976 from 189,921
Change-5,945 (-3%)
Value$9.1M (-$437.5K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares156,468 from 156,797
Change-329 (0%)
Value$7.8K (-$7.9M)
Filed 2026-11-02
DeLarme Wealth Management, Inc.
INCREASED
Shares137,637 from 127,864
Change+9,773 (+8%)
Value$6.8M (+$389.2K)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
NEW
Shares123,561
Change+123,561
Value$6.1M
Filed 2026-10-21
Norden Group LLC
NEW
Shares120,063
Change+120,063
Value$6.0M
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares118,861 from 113,833
Change+5,028 (+4%)
Value$5.9M (+$164.2K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares116,556 from 52,931
Change+63,625 (+120%)
Value$5.8M (+$3.1M)
Filed 2026-11-05
Portfolio Design Labs, LLC
NEW
Shares106,296
Change+106,296
Value$5.3M
Filed 2026-11-04
Cresta Advisors, Ltd.
INCREASED
Shares104,767 from 78,767
Change+26,000 (+33%)
Value$5.2M (+$1.2M)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares94,120 from 81,901
Change+12,219 (+15%)
Value$4.7M (+$545.0K)
Filed 2026-10-14
Ascent Group, LLC
NEW
Shares89,192
Change+89,192
Value$4.4M
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares71,678 from 31,759
Change+39,919 (+126%)
Value$3.6M (+$2.0M)
Filed 2026-11-02
Milestone Investment Advisors LLC
INCREASED
Shares69,801 from 7,382
Change+62,419 (+846%)
Value$3.5M (+$3.1M)
Filed 2026-11-05
Elmwood Wealth Management, Inc.
DECREASED
Shares66,220 from 67,460
Change-1,240 (-2%)
Value$3.3M (-$112.1K)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares59,698 from 55,411
Change+4,287 (+8%)
Value$3.0M (+$169.0K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
INCREASED
Shares55,692 from 54,959
Change+733 (+1%)
Value$2.8M (-$4.9K)
Filed 2026-10-21
Titleist Asset Management, LLC
INCREASED
Shares53,397 from 48,598
Change+4,799 (+10%)
Value$2.7M (+$201.7K)
Filed 2026-10-08
Aprio Wealth Management, LLC
INCREASED
Shares46,670 from 44,012
Change+2,658 (+6%)
Value$2.3M (+$98.9K)
Filed 2026-10-28
Flagship Private Wealth, LLC
INCREASED
Shares46,661 from 42,685
Change+3,976 (+9%)
Value$2.3M (+$165.3K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares43,669 from 43,743
Change-74 (0%)
Value$2.2M (-$36.5K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares43,521 from 41,793
Change+1,728 (+4%)
Value$2.2M (+$54.4K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares42,951 from 43,111
Change-160 (0%)
Value$2.1M (-$34.3K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
INCREASED
Shares42,926 from 15,830
Change+27,096 (+171%)
Value$2.1M (+$1.3M)
Filed 2026-10-14
Highland Financial Advisors, LLC
INCREASED
Shares42,776 from 41,490
Change+1,286 (+3%)
Value$2.1M (+$32.7K)
Filed 2026-10-19
Asset Allocation Strategies LLC
INCREASED
Shares42,514 from 40,923
Change+1,591 (+4%)
Value$2.1M (+$48.3K)
Filed 2026-10-20
Richard P Slaughter Associates Inc
DECREASED
Shares40,955 from 60,360
Change-19,405 (-32%)
Value$2.0M (-$1.0M)
Filed 2026-10-13
Henderson Brothers Financial Partners, LLC
INCREASED
Shares38,595 from 34,286
Change+4,309 (+13%)
Value$1.9M (+$188.2K)
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares36,443 from 37,721
Change-1,278 (-3%)
Value$1.8M (-$91.7K)
Filed 2026-11-02
Eagle Global Advisors LLC
DECREASED
Shares35,650 from 38,400
Change-2,750 (-7%)
Value$1.8M (-$165.3K)
Filed 2026-11-02
Hill Island Financial LLC
UNCHANGED
Shares34,154 from 34,154
Change0 (0%)
Value$1.7M (-$25.6K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares32,158 from 9,584
Change+22,574 (+236%)
Value$1.6M (+$1.1M)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares32,085 from 25,760
Change+6,325 (+25%)
Value$1.6M (+$294.6K)
Filed 2026-10-28
1900 Wealth Management LLC
UNCHANGED
Shares30,777 from 30,777
Change0 (0%)
Value$1.5M (-$23.1K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares28,177 from 28,846
Change-669 (-2%)
Value$1.4M (-$54.8K)
Filed 2026-10-08
Willis Johnson Wealth, Inc.
DECREASED
Shares27,814 from 71,295
Change-43,481 (-61%)
Value$1.4M (-$2.2M)
Filed 2026-11-03
MMA Asset Management LLC
UNCHANGED
Shares26,320 from 26,320
Change0 (0%)
Value$1.3M (-$19.7K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares26,272 from 28,586
Change-2,314 (-8%)
Value$1.3M (-$136.3K)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
INCREASED
Shares25,693 from 25,607
Change+86 (+0%)
Value$1.3M (-$15.0K)
Filed 2026-10-13
Dorval Corp
INCREASED
Shares25,327 from 22,245
Change+3,082 (+14%)
Value$1.3M (+$136.3K)
Filed 2026-10-29
Five Pine Wealth Management
DECREASED
Shares24,103 from 27,151
Change-3,048 (-11%)
Value$1.2M (-$171.7K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
NEW
Shares23,353
Change+23,353
Value$1.2M
Filed 2026-10-09
Sovran Advisors, LLC
DECREASED
Shares23,134 from 41,118
Change-17,984 (-44%)
Value$1.2M (-$908.0K)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED
Shares22,797 from 23,098
Change-301 (-1%)
Value$1.1M (-$32.3K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares22,777 from 22,660
Change+117 (+1%)
Value$1.1M (-$11.2K)
Filed 2026-11-02
Alexander Randolph Advisory, Inc.
DECREASED
Shares21,297 from 22,835
Change-1,538 (-7%)
Value$1.1M (-$93.5K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares20,905 from 20,806
Change+99 (+0%)
Value$1.0M (+$1.6K)
Filed 2026-10-27
M Holdings Securities, Inc.
NEW
Shares20,129
Change+20,129
Value$999.0K
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares19,246 from 19,246
Change0 (0%)
Value$955.2K (-$14.4K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
INCREASED
Shares18,696 from 8,721
Change+9,975 (+114%)
Value$927.9K (+$488.6K)
Filed 2026-10-13
Tortoise Investment Management, LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$843.7K (-$12.8K)
Filed 2026-11-06
4J Wealth Management LLC
DECREASED
Shares16,629 from 16,869
Change-240 (-1%)
Value$825.3K (-$24.6K)
Filed 2026-11-02
Avestar Capital, LLC
INCREASED
Shares16,449 from 12,759
Change+3,690 (+29%)
Value$816.4K (+$173.6K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares15,597 from 12,365
Change+3,232 (+26%)
Value$774.1K (+$151.1K)
Filed 2026-11-06
Kathmere Capital Management, LLC
DECREASED
Shares15,077 from 15,080
Change-3 (0%)
Value$748.3K (-$11.5K)
Filed 2026-10-20
Clarity Asset Management, Inc.
DECREASED
Shares14,914 from 14,930
Change-16 (0%)
Value$740.2K (-$12.0K)
Filed 2026-10-14
Kwmg, LLC
DECREASED
Shares14,611 from 27,749
Change-13,138 (-47%)
Value$725.1K (-$672.9K)
Filed 2026-10-07
Valley National Advisers Inc
INCREASED
Shares13,133 from 12,756
Change+377 (+3%)
Value$651.8K (+$9.2K)
Filed 2026-10-23
Objective Capital Management, LLC
DECREASED
Shares12,741 from 18,725
Change-5,984 (-32%)
Value$632.3K (-$311.1K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares12,239 from 11,308
Change+931 (+8%)
Value$607.4K (+$37.7K)
Filed 2026-11-06
Carolina Wealth Management Inc
INCREASED
Shares12,011 from 11,026
Change+985 (+9%)
Value$596.1K (+$40.6K)
Filed 2026-10-29
Sharkey, Howes & Javer
INCREASED
Shares11,363 from 11,297
Change+66 (+1%)
Value$563.9K (-$5.2K)
Filed 2026-10-22
RFG Advisory, LLC
NEW
Shares10,706
Change+10,706
Value$531.3K
Filed 2026-11-03
Quantify Chaos Advisors, LLC
DECREASED
Shares10,681 from 11,518
Change-837 (-7%)
Value$530.1K (-$50.2K)
Filed 2026-11-04
Forum Financial Management, LP
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$521.1K (-$7.9K)
Filed 2026-10-16
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares10,231 from 5,994
Change+4,237 (+71%)
Value$507.8K (+$205.8K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares9,640 from 10,890
Change-1,250 (-11%)
Value$478.4K (-$70.2K)
Filed 2026-11-05
Keystone Financial Group, Inc.
DECREASED
Shares9,530 from 17,820
Change-8,290 (-47%)
Value$473.0K (-$424.8K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares9,087 from 32,323
Change-23,236 (-72%)
Value$451.0K (-$1.2M)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares8,842 from 12,134
Change-3,292 (-27%)
Value$438.8K (-$172.5K)
Filed 2026-10-08
Csenge Advisory Group
UNCHANGED
Shares8,663 from 8,663
Change0 (0%)
Value$429.9K (-$6.5K)
Filed 2026-11-04
Members Wealth LLC
NEW
Shares8,658
Change+8,658
Value$429.0K
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares7,944 from 27,071
Change-19,127 (-71%)
Value$394.3K (-$969.6K)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares7,251 from 7,095
Change+156 (+2%)
Value$365.3K (+$7.9K)
Filed 2026-11-06
Optima Capital LLC
INCREASED
Shares7,029 from 6,854
Change+175 (+3%)
Value$348.9K (+$3.6K)
Filed 2026-10-29
Client First Capital LLC
DECREASED
Shares7,010 from 9,167
Change-2,157 (-24%)
Value$347.9K (-$113.9K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares6,682 from 5,643
Change+1,039 (+18%)
Value$332 (+$48)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
NEW
Shares6,385
Change+6,385
Value$316.9K
Filed 2026-10-20
Bdfs Capital LLC
DECREASED
Shares6,184 from 19,440
Change-13,256 (-68%)
Value$306.9K (-$672.4K)
Filed 2026-10-14
Mallini Complete Financial Planning LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$297.8K (-$4.5K)
Filed 2026-10-06
Heritage Wealth Management, Inc. s
UNCHANGED
Shares5,808 from 5,808
Change0 (0%)
Value$288.3K (-$4.4K)
Filed 2026-11-06
Able Wealth Management LLC
NEW
Shares5,670
Change+5,670
Value$281.4K
Filed 2026-10-13
Iowa State Bank
DECREASED
Shares5,649 from 6,649
Change-1,000 (-15%)
Value$280.4K (-$54.6K)
Filed 2026-10-06
BankChampaign, National Association
NEW
Shares5,567
Change+5,567
Value$276.3K
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,384 from 4,184
Change+1,200 (+29%)
Value$267.2K (+$56.4K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares5,095 from 4,016
Change+1,079 (+27%)
Value$252.9K (+$50.5K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares5,092 from 6,909
Change-1,817 (-26%)
Value$252.7K (-$95.3K)
Filed 2026-10-28
Lighthouse Financial Services Inc
INCREASED
Shares5,090 from 5,054
Change+36 (+1%)
Value$252.6K (-$1.4K)
Filed 2026-11-02
FIG Financial Advisory Services Inc
NEW
Shares5,034
Change+5,034
Value$249.8K
Filed 2026-10-07
SAX Wealth Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$248.2K (-$3.6K)
Filed 2026-10-13
Professional Financial Advisors, LLC
DECREASED
Shares4,905 from 4,988
Change-83 (-2%)
Value$243.4K (-$7.9K)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares4,903 from 8,311
Change-3,408 (-41%)
Value$243.4K (-$175.4K)
Filed 2026-11-06
WealthBridge Capital Management, LLC
DECREASED
Shares4,660 from 5,328
Change-668 (-13%)
Value$231.3K (-$37.1K)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares4,289 from 4,259
Change+30 (+1%)
Value$212.9K (-$1.7K)
Filed 2026-10-19
Legacy Solutions, LLC
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$207.0K (-$3.1K)
Filed 2026-10-07
Shum Financial Group, Inc.
NEW
Shares4,117
Change+4,117
Value$204.3K
Filed 2026-10-13
Kennicott Capital Management LLC
NEW
Shares4,072
Change+4,072
Value$202.1K
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares3,993
Change+3,993
Value$198.2K
Filed 2026-10-27
Citigroup Inc
NEW
Shares3,014
Change+3,014
Value$149.6K
Filed 2026-11-04
Blueline Advisors LLC
DECREASED
Shares2,935 from 3,213
Change-278 (-9%)
Value$145.7K (-$16.2K)
Filed 2026-10-15
Mather Group, Llc.
UNCHANGED
Shares2,634 from 2,634
Change0 (0%)
Value$130.7K (-$2.0K)
Filed 2026-10-14
Planning Strategies Inc.
UNCHANGED
Shares2,182 from 2,182
Change0 (0%)
Value$108.3K (-$1.6K)
Filed 2026-10-02
Rossby Financial, LCC
NEW
Shares2,162
Change+2,162
Value$107.3K
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$101.5K (-$1.5K)
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares1,603
Change+1,603
Value$79.6K
Filed 2026-10-23
CX Institutional
INCREASED
Shares1,528 from 1,518
Change+10 (+1%)
Value$76 ($0)
Filed 2026-10-02
Harbor Asset Planning, Inc.
INCREASED
Shares985 from 978
Change+7 (+1%)
Value$48.9K (-$392)
Filed 2026-10-23
Friedenthal Financial
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$34.3K (-$518)
Filed 2026-10-27
Signature Equity Partners, LLC
DECREASED
Shares403 from 649
Change-246 (-38%)
Value$20.0K (-$12.7K)
Filed 2026-10-29
City State Bank
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$18.9K (-$286)
Filed 2026-10-20
Valley Wealth Managers, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.9K (-$150)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
DECREASED
Shares153 from 189
Change-36 (-19%)
Value$7.6K (-$1.9K)
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.5K (-$37)
Filed 2026-10-26
Horizon Wealth Management, LLC
CLOSED
Shares0 from 51,951
Change-51,951 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-02
VestGen Advisors, LLC
CLOSED
Shares0 from 23,276
Change-23,276 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
WIN Advisors, Inc
CLOSED
Shares0 from 19,431
Change-19,431 (-100%)
Value$0 (-$978.9K)
Filed 2026-11-06
Cross Staff Investments Inc
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$403.0K)
Filed 2026-10-22
Vise Technologies, Inc.
CLOSED
Shares0 from 5,633
Change-5,633 (-100%)
Value$0 (-$283.8K)
Filed 2026-10-29
Financial Management Network Inc
CLOSED
Shares0 from 5,536
Change-5,536 (-100%)
Value$0 (-$278.2K)
Filed 2026-10-09
Charter Capital Management, Llc\de
CLOSED
Shares0 from 5,297
Change-5,297 (-100%)
Value$0 (-$266.9K)
Filed 2026-10-28
Lantz Financial LLC
CLOSED
Shares0 from 5,068
Change-5,068 (-100%)
Value$0 (-$255.3K)
Filed 2026-10-15
Lionshead Wealth Management, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$251.9K)
Filed 2026-10-21
Valmark Advisers, Inc.
CLOSED
Shares0 from 4,664
Change-4,664 (-100%)
Value$0 (-$235.0K)
Filed 2026-11-06
Unique Wealth, LLC
CLOSED
Shares0 from 4,078
Change-4,078 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 728
Change-728 (-100%)
Value$0 (-$36.6K)
Filed 2026-11-02
Blue Trust, Inc.
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-15
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$4)
Filed 2026-11-06
Assetmark, Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$403)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 3,326,132
Change-3,326,132 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,412,588
Change-1,412,588 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,054,864
Change-1,054,864 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 657,567
Change-657,567 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 533,439
Change-533,439 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 457,119
Change-457,119 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 366,933
Change-366,933 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 341,827
Change-341,827 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 291,789
Change-291,789 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 285,976
Change-285,976 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 260,289
Change-260,289 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 227,247
Change-227,247 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 207,538
Change-207,538 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 205,252
Change-205,252 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 195,912
Change-195,912 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 181,094
Change-181,094 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 172,298
Change-172,298 (-100%)
Value—
UBS Group AG
N/A
Shares— from 131,549
Change-131,549 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 116,068
Change-116,068 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 113,724
Change-113,724 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 112,905
Change-112,905 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 109,517
Change-109,517 (-100%)
Value—
Betterment LLC
N/A
Shares— from 102,031
Change-102,031 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 89,475
Change-89,475 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 84,763
Change-84,763 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 81,652
Change-81,652 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 79,080
Change-79,080 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 68,784
Change-68,784 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 57,058
Change-57,058 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 53,348
Change-53,348 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 49,023
Change-49,023 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 43,595
Change-43,595 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 43,026
Change-43,026 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 41,652
Change-41,652 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 39,136
Change-39,136 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,448
Change-38,448 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 37,727
Change-37,727 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 36,506
Change-36,506 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 33,568
Change-33,568 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 32,627
Change-32,627 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 31,775
Change-31,775 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 31,264
Change-31,264 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 29,543
Change-29,543 (-100%)
Value—
Stephens Inc
N/A
Shares— from 29,527
Change-29,527 (-100%)
Value—
&partners
N/A
Shares— from 27,511
Change-27,511 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 26,725
Change-26,725 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 24,664
Change-24,664 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 21,574
Change-21,574 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 20,889
Change-20,889 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 20,857
Change-20,857 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 20,720
Change-20,720 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,297
Change-18,297 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 16,857
Change-16,857 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 14,501
Change-14,501 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 12,688
Change-12,688 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 11,756
Change-11,756 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,552
Change-11,552 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 10,851
Change-10,851 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,522
Change-9,522 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,341
Change-9,341 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,998
Change-8,998 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,516
Change-8,516 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,975
Change-7,975 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 7,957
Change-7,957 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,891
Change-7,891 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 7,797
Change-7,797 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 7,750
Change-7,750 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,474
Change-7,474 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 7,314
Change-7,314 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,125
Change-7,125 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 6,361
Change-6,361 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 207
Change-207 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Rockwood Wealth Management, LLC
DECREASED2,282,1942,370,376-88,182-4%$119.4M$113.3M-$6.2M2026-10-27
Resonant Capital Advisors, LLC
DECREASED1,303,3371,804,120-500,783-28%$90.9M$64.7M-$26.2M2026-10-15
LPL Financial LLC
INCREASED814,389755,026+59,363+8%$38.0M$40.4M+$2.4M2026-11-06
Foster Group, Inc.
INCREASED623,041612,466+10,575+2%$30.9M$30.9M+$65.5K2026-10-13
Ullmann Wealth Partners Group, LLC
INCREASED479,507444,308+35,199+8%$22.4M$23.8M+$1.4M2026-11-02
55 North Private Wealth, LLC
DECREASED183,976189,921-5,945-3%$9.6M$9.1M-$437.5K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED156,468156,797-3290%$7.9M$7.8K-$7.9M2026-11-02
DeLarme Wealth Management, Inc.
INCREASED137,637127,864+9,773+8%$6.4M$6.8M+$389.2K2026-10-30
OpenArc Corporate Advisory, LLC
NEW123,561—+123,561——$6.1M—2026-10-21
Norden Group LLC
NEW120,063—+120,063——$6.0M—2026-10-20
Merit Financial Group, LLC
INCREASED118,861113,833+5,028+4%$5.7M$5.9M+$164.2K2026-11-06
Bank of New York Mellon Corp
INCREASED116,55652,931+63,625+120%$2.7M$5.8M+$3.1M2026-11-05
Portfolio Design Labs, LLC
NEW106,296—+106,296——$5.3M—2026-11-04
Cresta Advisors, Ltd.
INCREASED104,76778,767+26,000+33%$4.0M$5.2M+$1.2M2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED94,12081,901+12,219+15%$4.1M$4.7M+$545.0K2026-10-14
Ascent Group, LLC
NEW89,192—+89,192——$4.4M—2026-10-30
Commonwealth Equity Services, LLC
INCREASED71,67831,759+39,919+126%$1.6M$3.6M+$2.0M2026-11-02
Milestone Investment Advisors LLC
INCREASED69,8017,382+62,419+846%$371.9K$3.5M+$3.1M2026-11-05
Elmwood Wealth Management, Inc.
DECREASED66,22067,460-1,240-2%$3.4M$3.3M-$112.1K2026-10-14
Thrivent Financial for Lutherans
INCREASED59,69855,411+4,287+8%$2.8M$3.0M+$169.0K2026-11-05
Axxcess Wealth Management, LLC
INCREASED55,69254,959+733+1%$2.8M$2.8M-$4.9K2026-10-21
Titleist Asset Management, LLC
INCREASED53,39748,598+4,799+10%$2.4M$2.7M+$201.7K2026-10-08
Aprio Wealth Management, LLC
INCREASED46,67044,012+2,658+6%$2.2M$2.3M+$98.9K2026-10-28
Flagship Private Wealth, LLC
INCREASED46,66142,685+3,976+9%$2.2M$2.3M+$165.3K2026-11-05
Sigma Planning Corp
DECREASED43,66943,743-740%$2.2M$2.2M-$36.5K2026-10-23
IFP Advisors, Inc
INCREASED43,52141,793+1,728+4%$2.1M$2.2M+$54.4K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED42,95143,111-1600%$2.2M$2.1M-$34.3K2026-10-13
Redhawk Wealth Advisors, Inc.
INCREASED42,92615,830+27,096+171%$797.5K$2.1M+$1.3M2026-10-14
Highland Financial Advisors, LLC
INCREASED42,77641,490+1,286+3%$2.1M$2.1M+$32.7K2026-10-19
Asset Allocation Strategies LLC
INCREASED42,51440,923+1,591+4%$2.1M$2.1M+$48.3K2026-10-20
Richard P Slaughter Associates Inc
DECREASED40,95560,360-19,405-32%$3.0M$2.0M-$1.0M2026-10-13
Henderson Brothers Financial Partners, LLC
INCREASED38,59534,286+4,309+13%$1.7M$1.9M+$188.2K2026-11-03
Kestra Advisory Services, LLC
DECREASED36,44337,721-1,278-3%$1.9M$1.8M-$91.7K2026-11-02
Eagle Global Advisors LLC
DECREASED35,65038,400-2,750-7%$1.9M$1.8M-$165.3K2026-11-02
Hill Island Financial LLC
UNCHANGED34,15434,15400%$1.7M$1.7M-$25.6K2026-10-20
HB Wealth Management, LLC
INCREASED32,1589,584+22,574+236%$482.8K$1.6M+$1.1M2026-10-23
D.A. Davidson & Co.
INCREASED32,08525,760+6,325+25%$1.3M$1.6M+$294.6K2026-10-28
1900 Wealth Management LLC
UNCHANGED30,77730,77700%$1.6M$1.5M-$23.1K2026-10-13
Valeo Financial Advisors, LLC
DECREASED28,17728,846-669-2%$1.5M$1.4M-$54.8K2026-10-08
Willis Johnson Wealth, Inc.
DECREASED27,81471,295-43,481-61%$3.6M$1.4M-$2.2M2026-11-03
MMA Asset Management LLC
UNCHANGED26,32026,32000%$1.3M$1.3M-$19.7K2026-11-02
Fifth Third Bancorp
DECREASED26,27228,586-2,314-8%$1.4M$1.3M-$136.3K2026-11-05
Syntegra Private Wealth Group, LLC
INCREASED25,69325,607+86+0%$1.3M$1.3M-$15.0K2026-10-13
Dorval Corp
INCREASED25,32722,245+3,082+14%$1.1M$1.3M+$136.3K2026-10-29
Five Pine Wealth Management
DECREASED24,10327,151-3,048-11%$1.4M$1.2M-$171.7K2026-10-20
Capital Advisors Wealth Management, LLC
NEW23,353—+23,353——$1.2M—2026-10-09
Sovran Advisors, LLC
DECREASED23,13441,118-17,984-44%$2.1M$1.2M-$908.0K2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED22,79723,098-301-1%$1.2M$1.1M-$32.3K2026-10-16
Creative Planning
INCREASED22,77722,660+117+1%$1.1M$1.1M-$11.2K2026-11-02
Alexander Randolph Advisory, Inc.
DECREASED21,29722,835-1,538-7%$1.2M$1.1M-$93.5K2026-11-04
Chicago Partners Investment Group LLC
INCREASED20,90520,806+99+0%$1.0M$1.0M+$1.6K2026-10-27
M Holdings Securities, Inc.
NEW20,129—+20,129——$999.0K—2026-11-03
Total Clarity Wealth Management, Inc.
UNCHANGED19,24619,24600%$969.6K$955.2K-$14.4K2026-10-26
Dynamic Advisor Solutions LLC
INCREASED18,6968,721+9,975+114%$439.3K$927.9K+$488.6K2026-10-13
Tortoise Investment Management, LLC
UNCHANGED17,00017,00000%$856.5K$843.7K-$12.8K2026-11-06
4J Wealth Management LLC
DECREASED16,62916,869-240-1%$849.9K$825.3K-$24.6K2026-11-02
Avestar Capital, LLC
INCREASED16,44912,759+3,690+29%$642.8K$816.4K+$173.6K2026-10-28
PNC Financial Services Group, Inc.
INCREASED15,59712,365+3,232+26%$623.0K$774.1K+$151.1K2026-11-06
Kathmere Capital Management, LLC
DECREASED15,07715,080-30%$759.8K$748.3K-$11.5K2026-10-20
Clarity Asset Management, Inc.
DECREASED14,91414,930-160%$752.2K$740.2K-$12.0K2026-10-14
Kwmg, LLC
DECREASED14,61127,749-13,138-47%$1.4M$725.1K-$672.9K2026-10-07
Valley National Advisers Inc
INCREASED13,13312,756+377+3%$642.6K$651.8K+$9.2K2026-10-23
Objective Capital Management, LLC
DECREASED12,74118,725-5,984-32%$943.4K$632.3K-$311.1K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED12,23911,308+931+8%$569.7K$607.4K+$37.7K2026-11-06
Carolina Wealth Management Inc
INCREASED12,01111,026+985+9%$555.5K$596.1K+$40.6K2026-10-29
Sharkey, Howes & Javer
INCREASED11,36311,297+66+1%$569.2K$563.9K-$5.2K2026-10-22
RFG Advisory, LLC
NEW10,706—+10,706——$531.3K—2026-11-03
Quantify Chaos Advisors, LLC
DECREASED10,68111,518-837-7%$580.3K$530.1K-$50.2K2026-11-04
Forum Financial Management, LP
UNCHANGED10,50010,50000%$529.0K$521.1K-$7.9K2026-10-16
Keeler & Nadler Financial Planning & Wealth Management
INCREASED10,2315,994+4,237+71%$302.0K$507.8K+$205.8K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED9,64010,890-1,250-11%$548.6K$478.4K-$70.2K2026-11-05
Keystone Financial Group, Inc.
DECREASED9,53017,820-8,290-47%$897.8K$473.0K-$424.8K2026-10-13
Sagespring Wealth Partners, LLC
DECREASED9,08732,323-23,236-72%$1.6M$451.0K-$1.2M2026-10-22
Farther Finance Advisors, LLC
DECREASED8,84212,134-3,292-27%$611.3K$438.8K-$172.5K2026-10-08
Csenge Advisory Group
UNCHANGED8,6638,66300%$436.4K$429.9K-$6.5K2026-11-04
Members Wealth LLC
NEW8,658—+8,658——$429.0K—2026-10-20
Truist Financial Corp
DECREASED7,94427,071-19,127-71%$1.4M$394.3K-$969.6K2026-10-30
Allworth Financial LP
INCREASED7,2517,095+156+2%$357.4K$365.3K+$7.9K2026-11-06
Optima Capital LLC
INCREASED7,0296,854+175+3%$345.3K$348.9K+$3.6K2026-10-29
Client First Capital LLC
DECREASED7,0109,167-2,157-24%$461.8K$347.9K-$113.9K2026-10-22
Capital Advisors, Ltd. LLC
INCREASED6,6825,643+1,039+18%$284$332+$482026-10-27
Physician Wealth Advisors, Inc.
NEW6,385—+6,385——$316.9K—2026-10-20
Bdfs Capital LLC
DECREASED6,18419,440-13,256-68%$979.4K$306.9K-$672.4K2026-10-14
Mallini Complete Financial Planning LLC
UNCHANGED6,0006,00000%$302.3K$297.8K-$4.5K2026-10-06
Heritage Wealth Management, Inc. s
UNCHANGED5,8085,80800%$292.6K$288.3K-$4.4K2026-11-06
Able Wealth Management LLC
NEW5,670—+5,670——$281.4K—2026-10-13
Iowa State Bank
DECREASED5,6496,649-1,000-15%$335.0K$280.4K-$54.6K2026-10-06
BankChampaign, National Association
NEW5,567—+5,567——$276.3K—2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED5,3844,184+1,200+29%$210.8K$267.2K+$56.4K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED5,0954,016+1,079+27%$202.3K$252.9K+$50.5K2026-10-16
MGO One Seven LLC
DECREASED5,0926,909-1,817-26%$348.1K$252.7K-$95.3K2026-10-28
Lighthouse Financial Services Inc
INCREASED5,0905,054+36+1%$254.0K$252.6K-$1.4K2026-11-02
FIG Financial Advisory Services Inc
NEW5,034—+5,034——$249.8K—2026-10-07
SAX Wealth Advisors, LLC
UNCHANGED5,0005,00000%$251.7K$248.2K-$3.6K2026-10-13
Professional Financial Advisors, LLC
DECREASED4,9054,988-83-2%$251.3K$243.4K-$7.9K2026-10-13
Savant Capital, LLC
DECREASED4,9038,311-3,408-41%$418.7K$243.4K-$175.4K2026-11-06
WealthBridge Capital Management, LLC
DECREASED4,6605,328-668-13%$268.4K$231.3K-$37.1K2026-10-16
Independent Wealth Network Inc.
INCREASED4,2894,259+30+1%$214.6K$212.9K-$1.7K2026-10-19
Legacy Solutions, LLC
UNCHANGED4,1704,17000%$210.1K$207.0K-$3.1K2026-10-07
Shum Financial Group, Inc.
NEW4,117—+4,117——$204.3K—2026-10-13
Kennicott Capital Management LLC
NEW4,072—+4,072——$202.1K—2026-10-16
Balance Wealth Partners LLC
NEW3,993—+3,993——$198.2K—2026-10-27
Citigroup Inc
NEW3,014—+3,014——$149.6K—2026-11-04
Blueline Advisors LLC
DECREASED2,9353,213-278-9%$161.9K$145.7K-$16.2K2026-10-15
Mather Group, Llc.
UNCHANGED2,6342,63400%$132.7K$130.7K-$2.0K2026-10-14
Planning Strategies Inc.
UNCHANGED2,1822,18200%$109.9K$108.3K-$1.6K2026-10-02
Rossby Financial, LCC
NEW2,162—+2,162——$107.3K—2026-11-05
Parallel Advisors, LLC
UNCHANGED2,0452,04500%$103.0K$101.5K-$1.5K2026-11-03
Mainstream Capital Management LLC
NEW1,603—+1,603——$79.6K—2026-10-23
CX Institutional
INCREASED1,5281,518+10+1%$76$76$02026-10-02
Harbor Asset Planning, Inc.
INCREASED985978+7+1%$49.3K$48.9K-$3922026-10-23
Friedenthal Financial
UNCHANGED69169100%$34.8K$34.3K-$5182026-10-27
Signature Equity Partners, LLC
DECREASED403649-246-38%$32.7K$20.0K-$12.7K2026-10-29
City State Bank
UNCHANGED38138100%$19.2K$18.9K-$2862026-10-20
Valley Wealth Managers, Inc.
UNCHANGED20020000%$10.1K$9.9K-$1502026-10-09
Pinnacle Bancorp, Inc.
DECREASED153189-36-19%$9.5K$7.6K-$1.9K2026-10-21
Lanark Financial, Inc.
UNCHANGED505000%$2.5K$2.5K-$372026-10-26
Horizon Wealth Management, LLC
CLOSED051,951-51,951-100%$2.6M$0-$2.6M2026-11-02
VestGen Advisors, LLC
CLOSED023,276-23,276-100%$1.2M$0-$1.2M2026-10-27
WIN Advisors, Inc
CLOSED019,431-19,431-100%$978.9K$0-$978.9K2026-11-06
Cross Staff Investments Inc
CLOSED08,000-8,000-100%$403.0K$0-$403.0K2026-10-22
Vise Technologies, Inc.
CLOSED05,633-5,633-100%$283.8K$0-$283.8K2026-10-29
Financial Management Network Inc
CLOSED05,536-5,536-100%$278.2K$0-$278.2K2026-10-09
Charter Capital Management, Llc\de
CLOSED05,297-5,297-100%$266.9K$0-$266.9K2026-10-28
Lantz Financial LLC
CLOSED05,068-5,068-100%$255.3K$0-$255.3K2026-10-15
Lionshead Wealth Management, LLC
CLOSED05,000-5,000-100%$251.9K$0-$251.9K2026-10-21
Valmark Advisers, Inc.
CLOSED04,664-4,664-100%$235.0K$0-$235.0K2026-11-06
Unique Wealth, LLC
CLOSED04,078-4,078-100%$205.4K$0-$205.4K2026-10-16
International Assets Investment Management, LLC
CLOSED0728-728-100%$36.6K$0-$36.6K2026-11-02
Blue Trust, Inc.
CLOSED087-87-100%$4.4K$0-$4.4K2026-10-15
Strategic Wealth Advisors LLC
CLOSED086-86-100%$4$0-$42026-11-06
Assetmark, Inc
CLOSED08-8-100%$403$0-$4032026-10-21
Morgan Stanley
N/A—3,326,132-3,326,132-100%$167.6M———
Bank of America Corp
N/A—1,412,588-1,412,588-100%$71.2M———
Captrust Financial Advisors
N/A—1,054,864-1,054,864-100%$53.1M———
Integrated Wealth Concepts LLC
N/A—657,567-657,567-100%$33.1M———
Cetera Investment Advisers
N/A—533,439-533,439-100%$26.9M———
Rockefeller Capital Management L.P.
N/A—457,119-457,119-100%$23.0M———
JPMorgan Chase & Co
N/A—366,933-366,933-100%$18.5M———
Osaic Holdings, Inc.
N/A—341,827-341,827-100%$17.2M———
Equitable Holdings, Inc.
N/A—291,789-291,789-100%$14.7M———
Smart Money Group LLC
N/A—285,976-285,976-100%$14.4M———
Dynasty Wealth Management, LLC
N/A—260,289-260,289-100%$13.1M———
Quotient Wealth Partners, LLC
N/A—227,247-227,247-100%$11.4M———
Royal Bank of Canada
N/A—207,538-207,538-100%$10.5M———
HighTower Advisors, LLC
N/A—205,252-205,252-100%$10.3M———
Jones Financial Companies Lllp
N/A—195,912-195,912-100%$9.9M———
Focus Partners Wealth
N/A—181,094-181,094-100%$9.1M———
Pine Harbor Wealth Management, LLC
N/A—172,298-172,298-100%$8.7M———
UBS Group AG
N/A—131,549-131,549-100%$6.6M———
NewEdge Advisors, LLC
N/A—116,068-116,068-100%$5.8M———
Integrated Investment Consultants, LLC
N/A—113,724-113,724-100%$5.7M———
Envestnet Asset Management Inc
N/A—112,905-112,905-100%$5.7M———
Ausdal Financial Partners, Inc.
N/A—109,517-109,517-100%$5.5M———
Betterment LLC
N/A—102,031-102,031-100%$5.1M———
Donaldson Capital Management, LLC
N/A—89,475-89,475-100%$4.5M———
Raymond James Financial Inc
N/A—84,763-84,763-100%$4.3M———
Natixis Advisors, LLC
N/A—81,652-81,652-100%$4.1M———
Sanctuary Advisors, LLC
N/A—79,080-79,080-100%$4.0M———
Jacobson & Schmitt Advisors, LLC
N/A—68,784-68,784-100%$3.5M———
Beacon Pointe Advisors, LLC
N/A—57,058-57,058-100%$2.9M———
BlackRock, Inc.
N/A—53,348-53,348-100%$2.7M———
Stifel Financial Corp
N/A—49,023-49,023-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—43,595-43,595-100%$2.2M———
Meeder Advisory Services, Inc.
N/A—43,026-43,026-100%$2.2M———
Modern Wealth Management, LLC
N/A—41,652-41,652-100%$2.1M———
Perspective Wealth Advisors LLC
N/A—39,136-39,136-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—38,448-38,448-100%$1.9M———
Summit Wealth Partners, LLC
N/A—37,727-37,727-100%$1.9M———
Core Wealth Advisors, Inc.
N/A—36,506-36,506-100%$1.8M———
MML Investors Services, LLC
N/A—33,568-33,568-100%$1.7M———
Waverly Advisors, LLC
N/A—32,627-32,627-100%$1.6M———
Lakeridge Wealth Management LLC
N/A—31,775-31,775-100%$1.6M———
Evernest Financial Advisors, LLC
N/A—31,264-31,264-100%$1.6M———
Northwestern Mutual Wealth Management Co
N/A—29,543-29,543-100%$1.5M———
Stephens Inc
N/A—29,527-29,527-100%$1.5M———
&partners
N/A—27,511-27,511-100%$1.4M———
Beto Financial Group, LLC
N/A—26,725-26,725-100%$1.3M———
Cornerstone Financial Management LLC
N/A—24,664-24,664-100%$1.2M———
Private Advisor Group, LLC
N/A—21,574-21,574-100%$1.1M———
Janney Montgomery Scott LLC
N/A—20,889-20,889-100%$1.1M———
One Capital Management, LLC
N/A—20,857-20,857-100%$1.0M———
Columbia River Financial Group, LLC
N/A—20,720-20,720-100%$1.0M———
Quantinno Capital Management LP
N/A—19,100-19,100-100%$962.3K———
Advisory Services Network, LLC
N/A—18,297-18,297-100%$921.8K———
Brookwood Investment Group LLC
N/A—16,857-16,857-100%$849.3K———
Daybright Advisory Services, Inc.
N/A—14,776-14,776-100%$742.2K———
Sykon Capital LLC
N/A—14,501-14,501-100%$730.5K———
Fourth Dimension Wealth, LLC
N/A—12,688-12,688-100%$639.2K———
Vertex Planning Partners, LLC
N/A—11,756-11,756-100%$592.3K———
Great Valley Advisor Group, Inc.
N/A—11,552-11,552-100%$582.0K———
Chatterton & Associates Inc.
N/A—10,851-10,851-100%$545.2K———
Strategic Financial Concepts, LLC
N/A—10,650-10,650-100%$536.5K———
Vestmark Advisory Solutions, Inc.
N/A—10,490-10,490-100%$528.5K———
Cerity Partners LLC
N/A—9,522-9,522-100%$479.7K———
Nuveen, LLC
N/A—9,341-9,341-100%$470.6K———
IHT Wealth Management, LLC
N/A—9,065-9,065-100%$456.7K———
HighPoint Advisor Group LLC
N/A—8,998-8,998-100%$453.3K———
Arax Advisory Partners
N/A—8,516-8,516-100%$429.0K———
Harbour Investments, Inc.
N/A—8,272-8,272-100%$416.7K———
Wealth Alliance, LLC
N/A—7,975-7,975-100%$401.8K———
Benjamin Edwards Inc
N/A—7,957-7,957-100%$401.1K———
Argent Trust Co
N/A—7,891-7,891-100%$397.5K———
Financial Plan, Inc.
N/A—7,797-7,797-100%$392.8K———
Southeast Asset Advisors, LLC
N/A—7,750-7,750-100%$390.4K———
CreativeOne Wealth, LLC
N/A—7,474-7,474-100%$376.5K———
Elequin Capital, LP
N/A—7,314-7,314-100%$368.5K———
Seeds Investor LLC
N/A—7,125-7,125-100%$359.0K———
MRP Capital Investments, LLC
N/A—7,000-7,000-100%$352.7K———
KM Capital Management Ltd.
N/A—6,361-6,361-100%$320.5K———
TAGStone Capital, Inc.
N/A—6,322-6,322-100%$318.5K———
Highland Investment Advisors LLC
N/A—6,208-6,208-100%$312.7K———
Flow Traders U.S. LLC
N/A—6,157-6,157-100%$310.0K———
Bcgm Wealth Management, LLC
N/A—5,946-5,946-100%$299.6K———
Silver OAK Securities, Incorporated
N/A—5,628-5,628-100%$283.5K———
Focus Partners Advisor Solutions, LLC
N/A—5,555-5,555-100%$279.9K———
Verity Wealth Advisors
N/A—5,383-5,383-100%$271.2K———
BlackDiamond Wealth Management, LLC
N/A—5,333-5,333-100%$267.6K———
Zhang Financial LLC
N/A—5,037-5,037-100%$253.8K———
Leigh Baldwin & Co., LLC
N/A—5,028-5,028-100%$253.3K———
Fidelis Capital Partners, LLC
N/A—4,854-4,854-100%$244.5K———
Dorsey & Whitney Trust Co LLC
N/A—4,651-4,651-100%$234.3K———
Insigneo Advisory Services, LLC
N/A—4,380-4,380-100%$220.7K———
Strathmore Capital Advisors, Inc.
N/A—4,237-4,237-100%$212.8K———
Mercer Global Advisors Inc
N/A—4,061-4,061-100%$204.6K———
Webster Bank, N. A.
N/A—4,016-4,016-100%$202.3K———
Snowden Capital Advisors LLC
N/A—3,970-3,970-100%$200.0K———
Steward Partners Investment Advisory, LLC
N/A—3,900-3,900-100%$196.5K———
Medallion Wealth Advisors, LLC
N/A—2,363-2,363-100%$119.3K———
Centennial Bank
N/A—2,280-2,280-100%$114.9K———
CVA Family Office, LLC
N/A—1,979-1,979-100%$99.7K———
Geneos Wealth Management Inc.
N/A—1,483-1,483-100%$74.7K———
Wells Fargo & Company
N/A—1,096-1,096-100%$55.2K———
Global Retirement Partners, LLC
N/A—721-721-100%$36.3K———
Capital Analysts, LLC
N/A—217-217-100%$11.0K———
Ogorek Anthony Joseph
N/A—207-207-100%$10———
Raffa Wealth Management, LLC
N/A—115-115-100%$5.8K———
Harborfront Financial Group LLC
N/A—95-95-100%$4.8K———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$38———
Showing 239 of 239 institutions