Ishar Fture EXP Tech ETF-Usd (XT)

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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LPL Financial LLC

DECREASED

Shares613,921 from 616,361

Change-2,440 (0%)

Value$51.2M (+$271.1K)

Filed 2026-11-06

Wealthcare Advisory Partners LLC

INCREASED

Shares288,286 from 264,664

Change+23,622 (+9%)

Value$24.0M (+$2.2M)

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares270,991 from 326,745

Change-55,754 (-17%)

Value$22.6M (-$4.4M)

Filed 2026-11-02

New England Private Wealth Advisors LLC

DECREASED

Shares215,148 from 216,534

Change-1,386 (-1%)

Value$17.9M (+$893.2K)

Filed 2026-10-19

Private Advisory Group LLC

INCREASED

Shares139,673 from 134,343

Change+5,330 (+4%)

Value$11.6M (+$548.0K)

Filed 2026-11-06

Clearwater Capital Advisors, LLC

DECREASED

Shares118,835 from 121,987

Change-3,152 (-3%)

Value$9.9M (-$168.9K)

Filed 2026-11-06

Brookstone Capital Management

INCREASED

Shares116,330 from 111,331

Change+4,999 (+4%)

Value$9.7M (+$502.6K)

Filed 2026-10-22

CFS Investment Advisory Services, LLC

DECREASED

Shares109,045 from 109,236

Change-191 (0%)

Value$9.3M (+$340.1K)

Filed 2026-10-19

Barrett & Company, Inc.

DECREASED

Shares100,789 from 102,727

Change-1,938 (-2%)

Value$8.4M (-$82.5K)

Filed 2026-10-22

Daymark Wealth Partners, LLC

INCREASED

Shares92,887 from 92,019

Change+868 (+1%)

Value$7.7M (+$143.2K)

Filed 2026-11-04

Valmark Advisers, Inc.

INCREASED

Shares80,988 from 73,484

Change+7,504 (+10%)

Value$6.8M (+$682.4K)

Filed 2026-11-06

MGO One Seven LLC

DECREASED

Shares73,104 from 73,768

Change-664 (-1%)

Value$6.1M (+$1.4K)

Filed 2026-10-28

Atlas Private Wealth Advisors

DECREASED

Shares42,253 from 51,659

Change-9,406 (-18%)

Value$3.5M (-$744.7K)

Filed 2026-10-23

Kestra Advisory Services, LLC

DECREASED

Shares34,754 from 60,053

Change-25,299 (-42%)

Value$2.9M (-$2.1M)

Filed 2026-11-02

Dynamic Advisor Solutions LLC

DECREASED

Shares33,300 from 35,099

Change-1,799 (-5%)

Value$2.8M (-$123.0K)

Filed 2026-10-13

RFG Advisory, LLC

DECREASED

Shares31,007 from 31,998

Change-991 (-3%)

Value$2.6M (-$58.0K)

Filed 2026-11-03

Destiny Wealth Partners, LLC

INCREASED

Shares29,544 from 3,693

Change+25,851 (+700%)

Value$2.5M (+$2.2M)

Filed 2026-11-05

Evergreen Capital Management LLC

INCREASED

Shares28,694 from 28,279

Change+415 (+1%)

Value$2.4M (+$56.4K)

Filed 2026-10-23

Wealthcare Capital Partners, LLC

DECREASED

Shares27,546 from 29,056

Change-1,510 (-5%)

Value$2.3M (-$103.6K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares26,141 from 27,217

Change-1,076 (-4%)

Value$2.2K (-$2.2M)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares22,851 from 27,406

Change-4,555 (-17%)

Value$1.9M (-$358.8K)

Filed 2026-10-30

Opus Financial Solutions LLC

DECREASED

Shares22,183 from 23,401

Change-1,218 (-5%)

Value$1.9M (-$83.6K)

Filed 2026-11-06

Ritholtz Wealth Management

DECREASED

Shares19,010 from 19,130

Change-120 (-1%)

Value$1.6M (+$4.7K)

Filed 2026-11-05

Valley National Advisers Inc

DECREASED

Shares18,361 from 18,489

Change-128 (-1%)

Value$1.5M (+$3.6K)

Filed 2026-10-23

Savant Capital, LLC

INCREASED

Shares16,785 from 9,035

Change+7,750 (+86%)

Value$1.4M (+$656.9K)

Filed 2026-11-06

Courier Capital LLC

INCREASED

Shares15,769 from 14,783

Change+986 (+7%)

Value$1.3M (+$93.6K)

Filed 2026-10-19

Traynor Capital Management, Inc.

DECREASED

Shares15,606 from 15,628

Change-22 (0%)

Value$1.3M (+$10.2K)

Filed 2026-10-29

Sweeney & Michel, LLC

UNCHANGED

Shares14,544 from 14,544

Change0 (0%)

Value$1.2M (+$8.1K)

Filed 2026-10-16

Creative Planning

INCREASED

Shares13,845 from 13,645

Change+200 (+1%)

Value$1.2M (+$27.2K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

DECREASED

Shares13,742 from 15,788

Change-2,046 (-13%)

Value$1.1M (-$158.5K)

Filed 2026-11-06

AlphaCore Capital LLC

DECREASED

Shares13,349 from 14,637

Change-1,288 (-9%)

Value$1.1M (-$96.1K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares12,243 from 12,854

Change-611 (-5%)

Value$1.0M (-$41.1K)

Filed 2026-10-08

Crescent Grove Advisors, LLC

DECREASED

Shares11,433 from 13,173

Change-1,740 (-13%)

Value$953.5K (-$135.0K)

Filed 2026-10-21

Concurrent Investment Advisors, LLC

INCREASED

Shares10,778 from 10,450

Change+328 (+3%)

Value$898.8K (+$35.4K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares10,371 from 9,341

Change+1,030 (+11%)

Value$870.2K (+$100.5K)

Filed 2026-10-13

Curran Financial Partners, LLC

DECREASED

Shares10,245 from 11,049

Change-804 (-7%)

Value$854.4K (-$58.5K)

Filed 2026-11-04

Apollon Wealth Management, LLC

DECREASED

Shares10,131 from 10,184

Change-53 (-1%)

Value$845.0K (+$3.4K)

Filed 2026-10-23

Mezzasalma Advisors, LLC

UNCHANGED

Shares9,731 from 9,731

Change0 (0%)

Value$811.6K (+$7.5K)

Filed 2026-10-14

SAX Wealth Advisors, LLC

INCREASED

Shares9,663 from 9,610

Change+53 (+1%)

Value$805.9K (+$151.0K)

Filed 2026-10-13

Clay Northam Wealth Management, LLC

DECREASED

Shares9,654 from 9,914

Change-260 (-3%)

Value$805.1K (-$14.1K)

Filed 2026-10-13

Evolution Wealth Advisors, LLC

UNCHANGED

Shares9,535 from 9,535

Change0 (0%)

Value$795.2K (+$7.3K)

Filed 2026-11-03

Cannon Advisors, Inc.

DECREASED

Shares9,457 from 9,761

Change-304 (-3%)

Value$794.7K (-$2.6K)

Filed 2026-10-14

HBK Sorce Advisory LLC

INCREASED

Shares8,608 from 8,403

Change+205 (+2%)

Value$682.6K (-$6.1K)

Filed 2026-11-06

Mission Financial Group, LLC

DECREASED

Shares8,221 from 8,363

Change-142 (-2%)

Value$685.6K (-$5.4K)

Filed 2026-10-21

Christensen, King & Associates Investment Services, Inc.

INCREASED

Shares7,708 from 7,031

Change+677 (+10%)

Value$642.8K (+$61.8K)

Filed 2026-10-22

CX Institutional

DECREASED

Shares7,674 from 7,699

Change-25 (0%)

Value$640 (+$4)

Filed 2026-10-02

Redw Wealth LLC

DECREASED

Shares7,318 from 7,417

Change-99 (-1%)

Value$610.3K (-$2.5K)

Filed 2026-11-02

Family Office Research LLC

DECREASED

Shares7,182 from 9,913

Change-2,731 (-28%)

Value$599.0K (-$220.1K)

Filed 2026-10-14

McKinley Carter Wealth Services, Inc.

UNCHANGED

Shares7,071 from 7,071

Change0 (0%)

Value$589.7K (+$5.4K)

Filed 2026-10-16

BostonPremier Wealth LLC

UNCHANGED

Shares7,065 from 7,065

Change0 (0%)

Value$589.3K (+$5.4K)

Filed 2026-10-16

Strategic Blueprint, LLC

DECREASED

Shares6,608 from 6,620

Change-12 (0%)

Value$551.1K (+$4.1K)

Filed 2026-10-22

Patriot Investment Management Group, Inc.

UNCHANGED

Shares6,577 from 6,577

Change0 (0%)

Value$548.5K (+$5.1K)

Filed 2026-10-15

Prime Capital Investment Advisors, LLC

DECREASED

Shares6,342 from 7,162

Change-820 (-11%)

Value$529.0K (-$62.9K)

Filed 2026-10-20

HB Wealth Management, LLC

DECREASED

Shares6,175 from 6,675

Change-500 (-7%)

Value$515.0K (-$36.6K)

Filed 2026-10-23

Madrid Wealth Management, LLC

UNCHANGED

Shares5,848 from 5,848

Change0 (0%)

Value$487.7K (+$4.5K)

Filed 2026-10-23

Accurate Wealth Management, LLC

UNCHANGED

Shares5,704 from 5,704

Change0 (0%)

Value$479.3K (+$9.3K)

Filed 2026-10-20

Oppenheimer & Co Inc

DECREASED

Shares5,233 from 5,255

Change-22 (0%)

Value$436.4K (+$2.2K)

Filed 2026-10-26

Coastline Trust Co

DECREASED

Shares5,200 from 5,280

Change-80 (-2%)

Value$433.7K (-$2.6K)

Filed 2026-10-01

Financial Partners Group, Inc

UNCHANGED

Shares5,198 from 5,198

Change0 (0%)

Value$433.5K (+$4.0K)

Filed 2026-10-19

Wealthcare Capital Management LLC

DECREASED

Shares5,175 from 5,381

Change-206 (-4%)

Value$431.6K (-$13.0K)

Filed 2026-10-21

Lido Advisors, LLC

DECREASED

Shares5,011 from 5,528

Change-517 (-9%)

Value$417.9K (-$38.9K)

Filed 2026-11-04

Focus Financial Network, Inc.

DECREASED

Shares4,969 from 5,091

Change-122 (-2%)

Value$414.4K (-$6.3K)

Filed 2026-10-14

Fifth Third Bancorp

DECREASED

Shares4,815 from 4,855

Change-40 (-1%)

Value$401.6K (+$402)

Filed 2026-11-05

Compound Planning, Inc.

UNCHANGED

Shares4,804 from 4,804

Change0 (0%)

Value$400.6K (+$3.7K)

Filed 2026-11-05

Collective Family Office LLC

UNCHANGED

Shares4,713 from 4,713

Change0 (0%)

Value$393.1K (+$3.6K)

Filed 2026-10-05

Symmetry Partners, LLC

INCREASED

Shares4,551 from 3,610

Change+941 (+26%)

Value$379.6K (+$81.3K)

Filed 2026-10-27

Integrity Advisory Solutions, LLC

UNCHANGED

Shares4,418 from 4,418

Change0 (0%)

Value$368.5K (+$3.4K)

Filed 2026-10-29

Merit Financial Group, LLC

DECREASED

Shares4,343 from 4,694

Change-351 (-7%)

Value$362.2K (-$25.7K)

Filed 2026-11-06

Embree Financial Group

UNCHANGED

Shares4,321 from 4,321

Change0 (0%)

Value$360.4K (+$3.3K)

Filed 2026-10-22

PFG Advisors

DECREASED

Shares4,300 from 4,841

Change-541 (-11%)

Value$358.6K (-$41.5K)

Filed 2026-10-16

PFG Private Wealth Management, LLC

UNCHANGED

Shares4,277 from 4,277

Change0 (0%)

Value$356.7K (+$3.3K)

Filed 2026-10-15

Mather Group, Llc.

UNCHANGED

Shares4,253 from 4,253

Change0 (0%)

Value$354.7K (+$3.3K)

Filed 2026-10-14

Vise Technologies, Inc.

DECREASED

Shares4,249 from 4,385

Change-136 (-3%)

Value$354.4K (-$8.0K)

Filed 2026-10-29

Citizens Financial Group Inc

UNCHANGED

Shares4,224 from 4,224

Change0 (0%)

Value$352.2K (+$3.3K)

Filed 2026-10-23

Selective Wealth Management, Inc.

DECREASED

Shares4,150 from 4,279

Change-129 (-3%)

Value$345.8K (+$3.3K)

Filed 2026-10-16

Archford Capital Strategies, LLC

DECREASED

Shares3,889 from 4,222

Change-333 (-8%)

Value$324.4K (-$24.5K)

Filed 2026-10-19

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares3,820 from 24,820

Change-21,000 (-85%)

Value$318.6K (-$1.7M)

Filed 2026-11-03

Facet Wealth, Inc.

NEW

Shares3,697

Change+3,697

Value$308.3K

Filed 2026-11-04

Boyum Wealth Architects LLC

DECREASED

Shares3,668 from 3,871

Change-203 (-5%)

Value$309.2K (-$4.6K)

Filed 2026-10-06

Detalus Advisors, LLC

DECREASED

Shares3,583 from 3,674

Change-91 (-2%)

Value$298.8K (-$4.8K)

Filed 2026-10-15

Benchmark Financial Wealth Advisors, LLC

UNCHANGED

Shares3,338 from 3,338

Change0 (0%)

Value$278.4K (+$2.6K)

Filed 2026-10-20

Root Financial Partners, LLC

DECREASED

Shares3,331 from 5,225

Change-1,894 (-36%)

Value$277.8K (-$153.9K)

Filed 2026-10-21

Abner Herrman & Brock LLC

NEW

Shares3,327

Change+3,327

Value$277

Filed 2026-10-20

Rinkey Investments

UNCHANGED

Shares3,266 from 3,266

Change0 (0%)

Value$272.4K (+$2.5K)

Filed 2026-10-28

Sigma Planning Corp

INCREASED

Shares3,190 from 3,140

Change+50 (+2%)

Value$265.5K (+$6.0K)

Filed 2026-10-23

Equitable Trust Co

UNCHANGED

Shares3,188 from 3,188

Change0 (0%)

Value$265.9K (+$2.5K)

Filed 2026-10-13

Hutchens & Kramer Investment Management Group, LLC

UNCHANGED

Shares3,041 from 3,041

Change0 (0%)

Value$253.6K (+$2.3K)

Filed 2026-10-16

Vaughan & Co Securities, Inc.

UNCHANGED

Shares2,918 from 2,918

Change0 (0%)

Value$243.3K (+$2.2K)

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

DECREASED

Shares2,883 from 2,981

Change-98 (-3%)

Value$240.4K (-$5.9K)

Filed 2026-11-03

Fortress Financial Solutions, LLC

NEW

Shares2,837

Change+2,837

Value$236.6K

Filed 2026-10-14

Wedmont Private Capital

UNCHANGED

Shares2,801 from 2,801

Change0 (0%)

Value$235.0K (+$4.2K)

Filed 2026-10-09

VestGen Advisors, LLC

DECREASED

Shares2,796 from 2,875

Change-79 (-3%)

Value$233.2K (-$4.4K)

Filed 2026-10-27

Retirement Planning Group, LLC

UNCHANGED

Shares2,767 from 2,767

Change0 (0%)

Value$230.8K (+$2.1K)

Filed 2026-10-19

Boston Trust Walden Corp

UNCHANGED

Shares2,746 from 2,746

Change0 (0%)

Value$229.0K (+$2.1K)

Filed 2026-10-30

StoneX Group Inc.

NEW

Shares2,693

Change+2,693

Value$223.6K

Filed 2026-11-03

Rockland Trust Co

NEW

Shares2,652

Change+2,652

Value$221.2K

Filed 2026-10-05

Sather Financial Group Inc

UNCHANGED

Shares2,570 from 2,570

Change0 (0%)

Value$214.3K (+$2.0K)

Filed 2026-10-30

Strategic Wealth Investment Group, LLC

DECREASED

Shares2,520 from 2,555

Change-35 (-1%)

Value$210.1K (-$952)

Filed 2026-10-29

Concord Wealth Partners

DECREASED

Shares2,402 from 2,433

Change-31 (-1%)

Value$200.3K (-$712)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares2,370 from 2,370

Change0 (0%)

Value$195.8K ($0)

Filed 2026-11-06

Assetmark, Inc

INCREASED

Shares2,287 from 1,993

Change+294 (+15%)

Value$190.7K (+$26.1K)

Filed 2026-10-21

Balance Wealth Partners LLC

DECREASED

Shares2,027 from 3,461

Change-1,434 (-41%)

Value$169.1K (-$116.9K)

Filed 2026-10-27

JFS Wealth Advisors, LLC

UNCHANGED

Shares1,987 from 1,987

Change0 (0%)

Value$165.7K (+$1.5K)

Filed 2026-11-03

Capital Investment Advisory Services, LLC

INCREASED

Shares1,398 from 762

Change+636 (+83%)

Value$116.9K (+$53.9K)

Filed 2026-10-30

Latitude Advisors, LLC

NEW

Shares1,376

Change+1,376

Value$114.8K

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares751 from 751

Change0 (0%)

Value$62.6K (+$578)

Filed 2026-10-08

Financial Network Wealth Advisors LLC

UNCHANGED

Shares720 from 720

Change0 (0%)

Value$60.0K (+$554)

Filed 2026-10-28

Evermay Wealth Management LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$58.4K (+$539)

Filed 2026-11-05

Kelleher Financial Advisors

UNCHANGED

Shares686 from 686

Change0 (0%)

Value$57.2K (+$527)

Filed 2026-10-30

Mascoma Wealth Management LLC

DECREASED

Shares669 from 759

Change-90 (-12%)

Value$55.8K (-$6.9K)

Filed 2026-10-23

MV Capital Management, Inc.

UNCHANGED

Shares667 from 667

Change0 (0%)

Value$55.6K (+$513)

Filed 2026-10-29

Citigroup Inc

UNCHANGED

Shares659 from 659

Change0 (0%)

Value$55.0K (+$508)

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

DECREASED

Shares618 from 776

Change-158 (-20%)

Value$51.5K (-$12.6K)

Filed 2026-10-27

Compass Financial Management LLC

UNCHANGED

Shares583 from 583

Change0 (0%)

Value$48.6K (+$449)

Filed 2026-10-30

Finley Financial, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$41.7K (+$360)

Filed 2026-10-28

United Financial Planning Group LLC

UNCHANGED

Shares480 from 480

Change0 (0%)

Value$40.0K (+$370)

Filed 2026-11-04

TD Waterhouse Canada Inc.

UNCHANGED

Shares465 from 465

Change0 (0%)

Value$38.7K (+$414)

Filed 2026-10-16

Parallel Advisors, LLC

INCREASED

Shares425 from 2

Change+423 (+21150%)

Value$35.4K (+$35.3K)

Filed 2026-11-03

Godsey & Gibb, Inc

UNCHANGED

Shares423 from 423

Change0 (0%)

Value$35.3K (+$326)

Filed 2026-10-14

Harbor Asset Planning, Inc.

UNCHANGED

Shares389 from 389

Change0 (0%)

Value$32.4K (+$299)

Filed 2026-10-23

Key FInancial Inc

UNCHANGED

Shares360 from 360

Change0 (0%)

Value$30.0K (+$277)

Filed 2026-11-02

Cherry Tree Wealth Management, LLC

DECREASED

Shares340 from 419

Change-79 (-19%)

Value$28.4K (-$6.3K)

Filed 2026-10-15

Central Trust Co

UNCHANGED

Shares335 from 335

Change0 (0%)

Value$27.9K (+$257)

Filed 2026-11-05

Sage Mountain Advisors LLC

INCREASED

Shares302 from 252

Change+50 (+20%)

Value$25.2K (+$4.4K)

Filed 2026-11-02

Pacific Center for Financial Services

UNCHANGED

Shares298 from 298

Change0 (0%)

Value$24.9K (+$230)

Filed 2026-10-15

Provenance Wealth Advisors, LLC

UNCHANGED

Shares294 from 294

Change0 (0%)

Value$24.5K (+$227)

Filed 2026-10-30

IFP Advisors, Inc

UNCHANGED

Shares259 from 259

Change0 (0%)

Value$21.6K (+$200)

Filed 2026-10-16

US Bancorp \de\

NEW

Shares243

Change+243

Value$20.3K

Filed 2026-11-05

Cdkv Holdings LLC

UNCHANGED

Shares229 from 229

Change0 (0%)

Value$19.1K (+$176)

Filed 2026-10-28

Eastern Bank

UNCHANGED

Shares229 from 229

Change0 (0%)

Value$19.1K (+$177)

Filed 2026-10-05

Financial Consulate, Inc

UNCHANGED

Shares228 from 228

Change0 (0%)

Value$19.0K (+$176)

Filed 2026-10-23

Elevation Wealth Partners, LLC

UNCHANGED

Shares210 from 210

Change0 (0%)

Value$17.5K (+$162)

Filed 2026-10-07

Foresight Capital Management Advisors, Inc.

NEW

Shares194

Change+194

Value$16.2K

Filed 2026-10-27

Jnba Financial Advisors

DECREASED

Shares184 from 368

Change-184 (-50%)

Value$15.3K (-$15.1K)

Filed 2026-11-03

Abound Wealth Management

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$13.4K (+$123)

Filed 2026-10-26

Trust Co of Vermont

NEW

Shares133

Change+133

Value$11.1K

Filed 2026-10-21

Arlington Trust Co LLC

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$9.6K (+$89)

Filed 2026-10-20

Spire Wealth Management

DECREASED

Shares104 from 204

Change-100 (-49%)

Value$8.7K (-$8.2K)

Filed 2026-10-30

Main Street Group, LTD

UNCHANGED

Shares101 from 101

Change0 (0%)

Value$8.4K (+$77)

Filed 2026-10-28

Accordant Advisory Group Inc

DECREASED

Shares94 from 97

Change-3 (-3%)

Value$7.8K (-$176)

Filed 2026-10-29

Align Financial, LLC

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$6.4K (+$59)

Filed 2026-10-16

Triumph Capital Management

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$6.3K (+$58)

Filed 2026-10-14

Balentine LLC

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$6.2K (+$57)

Filed 2026-11-03

Russell Investments Group, Ltd.

DECREASED

Shares70 from 199

Change-129 (-65%)

Value$5.8K (-$10.6K)

Filed 2026-11-06

CGC Financial Services, LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$5.5K (+$50)

Filed 2026-10-13

Buck Wealth Strategies, LLC

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$4.8K (+$44)

Filed 2026-10-28

Golden State Wealth Management, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$4.2K (+$39)

Filed 2026-11-02

Piscataqua Savings Bank

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$4.2K (+$39)

Filed 2026-10-21

Wolff Wiese Magana LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$3.5K (+$32)

Filed 2026-10-15

Reap Financial Group, LLC

DECREASED

Shares41 from 393

Change-352 (-90%)

Value$3.4K (-$29.1K)

Filed 2026-11-02

Plante Moran Financial Advisors, LLC

NEW

Shares37

Change+37

Value$3.1K

Filed 2026-11-04

McCarley & Cook Financial Planners

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$2.8K (+$25)

Filed 2026-10-21

Signature Equity Partners, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$2.1K (+$19)

Filed 2026-10-29

Versant Capital Management, Inc

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$2.0K (+$19)

Filed 2026-10-02

Hager Investment Management Services, LLC

NEW

Shares7

Change+7

Value$584

Filed 2026-11-04

Montgomery Financial Services LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$417 (+$4)

Filed 2026-11-03

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$334 (+$3)

Filed 2026-10-23

Check Capital Management Inc

CLOSED

Shares0 from 17,600

Change-17,600 (-100%)

Value$0 (-$1.5M)

Filed 2026-11-05

XY Planning Network, Inc.

CLOSED

Shares0 from 6,538

Change-6,538 (-100%)

Value$0 (-$540.2K)

Filed 2026-10-14

JIM Saulnier & Associates, LLC

CLOSED

Shares0 from 2,959

Change-2,959 (-100%)

Value$0 (-$244.5K)

Filed 2026-11-04

Florida Trust Wealth Management Co

CLOSED

Shares0 from 2,629

Change-2,629 (-100%)

Value$0 (-$217.2K)

Filed 2026-11-05

Brooklyn FI, LLC

CLOSED

Shares0 from 1,127

Change-1,127 (-100%)

Value$0 (-$90.6K)

Filed 2026-11-05

Tsfg, LLC

CLOSED

Shares0 from 720

Change-720 (-100%)

Value$0 (-$59.0K)

Filed 2026-10-23

Strategic Wealth Advisors LLC

CLOSED

Shares0 from 194

Change-194 (-100%)

Value$0 (-$13)

Filed 2026-11-06

Cranbrook Wealth Management, LLC

CLOSED

Shares0 from 194

Change-194 (-100%)

Value$0 (-$16.0K)

Filed 2026-10-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 184

Change-184 (-100%)

Value$0 (-$15.2K)

Filed 2026-11-02

Tucker Asset Management LLC

CLOSED

Shares0 from 140

Change-140 (-100%)

Value$0 (-$11.6K)

Filed 2026-10-29

AdvisorNet Financial, Inc

CLOSED

Shares0 from 104

Change-104 (-100%)

Value$0 (-$8.6K)

Filed 2026-10-15

LifeSteps Financial, Inc.

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-15

Financial Engines Advisors L.L.C.

N/A

Shares— from 29,474,371

Change-29,474,371 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 557,561

Change-557,561 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 544,882

Change-544,882 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 276,028

Change-276,028 (-100%)

Value—

UBS Group AG

N/A

Shares— from 264,698

Change-264,698 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 240,445

Change-240,445 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 234,347

Change-234,347 (-100%)

Value—

Wharton Business Group, LLC

N/A

Shares— from 202,875

Change-202,875 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 155,271

Change-155,271 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 138,057

Change-138,057 (-100%)

Value—

Betterment LLC

N/A

Shares— from 125,622

Change-125,622 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 111,596

Change-111,596 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 91,405

Change-91,405 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 86,556

Change-86,556 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 86,293

Change-86,293 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 84,743

Change-84,743 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 81,302

Change-81,302 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 70,825

Change-70,825 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 62,923

Change-62,923 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 57,054

Change-57,054 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 53,705

Change-53,705 (-100%)

Value—

FMR LLC

N/A

Shares— from 47,832

Change-47,832 (-100%)

Value—

Baron Silver Stevens Financial Advisors, LLC

N/A

Shares— from 40,158

Change-40,158 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 36,851

Change-36,851 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 28,393

Change-28,393 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 26,628

Change-26,628 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 26,596

Change-26,596 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 26,364

Change-26,364 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 25,796

Change-25,796 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 23,912

Change-23,912 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 23,314

Change-23,314 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 22,819

Change-22,819 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 21,932

Change-21,932 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 21,112

Change-21,112 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 20,483

Change-20,483 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 20,353

Change-20,353 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 19,194

Change-19,194 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 18,949

Change-18,949 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 18,717

Change-18,717 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 18,303

Change-18,303 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 15,354

Change-15,354 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 14,319

Change-14,319 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 13,776

Change-13,776 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 13,663

Change-13,663 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 13,452

Change-13,452 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,436

Change-13,436 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 13,312

Change-13,312 (-100%)

Value—

Ally Invest Advisors Inc.

N/A

Shares— from 13,283

Change-13,283 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 12,602

Change-12,602 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 12,393

Change-12,393 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 11,773

Change-11,773 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 11,731

Change-11,731 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,287

Change-11,287 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 10,746

Change-10,746 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,600

Change-10,600 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 10,131

Change-10,131 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 9,196

Change-9,196 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 9,192

Change-9,192 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 7,628

Change-7,628 (-100%)

Value—

Wilson & Boucher Capital Management, LLC

N/A

Shares— from 7,552

Change-7,552 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 7,533

Change-7,533 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 7,528

Change-7,528 (-100%)

Value—

Interactive Financial Advisors, Inc.

N/A

Shares— from 7,518

Change-7,518 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 7,330

Change-7,330 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 7,269

Change-7,269 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 7,115

Change-7,115 (-100%)

Value—

McGinn Penninger Investment Management, Inc.

N/A

Shares— from 6,945

Change-6,945 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 6,933

Change-6,933 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 6,910

Change-6,910 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 6,846

Change-6,846 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 6,475

Change-6,475 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 6,382

Change-6,382 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,378

Change-6,378 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 5,978

Change-5,978 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 5,801

Change-5,801 (-100%)

Value—

Verity Wealth Advisors

N/A

Shares— from 5,786

Change-5,786 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 5,754

Change-5,754 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,584

Change-5,584 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,252

Change-5,252 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 5,238

Change-5,238 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 4,904

Change-4,904 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,677

Change-4,677 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 4,157

Change-4,157 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,072

Change-4,072 (-100%)

Value—

EQ LLC

N/A

Shares— from 3,974

Change-3,974 (-100%)

Value—

CFO4Life Group, LLC

N/A

Shares— from 3,961

Change-3,961 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 3,665

Change-3,665 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 3,588

Change-3,588 (-100%)

Value—

Cedar Wealth Management, LLC

N/A

Shares— from 3,445

Change-3,445 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 3,383

Change-3,383 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 3,355

Change-3,355 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,251

Change-3,251 (-100%)

Value—

American Financial Advisors, LLC

N/A

Shares— from 3,191

Change-3,191 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 3,161

Change-3,161 (-100%)

Value—

Invst, LLC

N/A

Shares— from 3,105

Change-3,105 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 3,089

Change-3,089 (-100%)

Value—

Cauble & Harre Wealth Management, Inc.

N/A

Shares— from 3,042

Change-3,042 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 2,920

Change-2,920 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 2,778

Change-2,778 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 2,678

Change-2,678 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 2,633

Change-2,633 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 2,623

Change-2,623 (-100%)

Value—

Widmann Financial Services, Inc.

N/A

Shares— from 2,469

Change-2,469 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,141

Change-2,141 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,840

Change-1,840 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,707

Change-1,707 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 1,567

Change-1,567 (-100%)

Value—

Strategic Investment Advisors / MI

N/A

Shares— from 1,438

Change-1,438 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,354

Change-1,354 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,342

Change-1,342 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 779

Change-779 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 753

Change-753 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 750

Change-750 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 565

Change-565 (-100%)

Value—

Harris Associates L P

N/A

Shares— from 563

Change-563 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 533

Change-533 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 498

Change-498 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 458

Change-458 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 385

Change-385 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 364

Change-364 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 300

Change-300 (-100%)

Value—

Morris Financial Concepts, Inc.

N/A

Shares— from 275

Change-275 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 253

Change-253 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 208

Change-208 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 176

Change-176 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 115

Change-115 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 106

Change-106 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 63

Change-63 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 53

Change-53 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 53

Change-53 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	613,921	616,361	-2,440	0%	$50.9M	$51.2M	+$271.1K	2026-11-06
Wealthcare Advisory Partners LLC	INCREASED	288,286	264,664	+23,622	+9%	$21.9M	$24.0M	+$2.2M	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	270,991	326,745	-55,754	-17%	$27.0M	$22.6M	-$4.4M	2026-11-02
New England Private Wealth Advisors LLC	DECREASED	215,148	216,534	-1,386	-1%	$17.1M	$17.9M	+$893.2K	2026-10-19
Private Advisory Group LLC	INCREASED	139,673	134,343	+5,330	+4%	$11.1M	$11.6M	+$548.0K	2026-11-06
Clearwater Capital Advisors, LLC	DECREASED	118,835	121,987	-3,152	-3%	$10.1M	$9.9M	-$168.9K	2026-11-06
Brookstone Capital Management	INCREASED	116,330	111,331	+4,999	+4%	$9.2M	$9.7M	+$502.6K	2026-10-22
CFS Investment Advisory Services, LLC	DECREASED	109,045	109,236	-191	0%	$9.0M	$9.3M	+$340.1K	2026-10-19
Barrett & Company, Inc.	DECREASED	100,789	102,727	-1,938	-2%	$8.5M	$8.4M	-$82.5K	2026-10-22
Daymark Wealth Partners, LLC	INCREASED	92,887	92,019	+868	+1%	$7.6M	$7.7M	+$143.2K	2026-11-04
Valmark Advisers, Inc.	INCREASED	80,988	73,484	+7,504	+10%	$6.1M	$6.8M	+$682.4K	2026-11-06
MGO One Seven LLC	DECREASED	73,104	73,768	-664	-1%	$6.1M	$6.1M	+$1.4K	2026-10-28
Atlas Private Wealth Advisors	DECREASED	42,253	51,659	-9,406	-18%	$4.3M	$3.5M	-$744.7K	2026-10-23
Kestra Advisory Services, LLC	DECREASED	34,754	60,053	-25,299	-42%	$5.0M	$2.9M	-$2.1M	2026-11-02
Dynamic Advisor Solutions LLC	DECREASED	33,300	35,099	-1,799	-5%	$2.9M	$2.8M	-$123.0K	2026-10-13
RFG Advisory, LLC	DECREASED	31,007	31,998	-991	-3%	$2.6M	$2.6M	-$58.0K	2026-11-03
Destiny Wealth Partners, LLC	INCREASED	29,544	3,693	+25,851	+700%	$293.9K	$2.5M	+$2.2M	2026-11-05
Evergreen Capital Management LLC	INCREASED	28,694	28,279	+415	+1%	$2.3M	$2.4M	+$56.4K	2026-10-23
Wealthcare Capital Partners, LLC	DECREASED	27,546	29,056	-1,510	-5%	$2.4M	$2.3M	-$103.6K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	26,141	27,217	-1,076	-4%	$2.2M	$2.2K	-$2.2M	2026-11-02
Truist Financial Corp	DECREASED	22,851	27,406	-4,555	-17%	$2.3M	$1.9M	-$358.8K	2026-10-30
Opus Financial Solutions LLC	DECREASED	22,183	23,401	-1,218	-5%	$1.9M	$1.9M	-$83.6K	2026-11-06
Ritholtz Wealth Management	DECREASED	19,010	19,130	-120	-1%	$1.6M	$1.6M	+$4.7K	2026-11-05
Valley National Advisers Inc	DECREASED	18,361	18,489	-128	-1%	$1.5M	$1.5M	+$3.6K	2026-10-23
Savant Capital, LLC	INCREASED	16,785	9,035	+7,750	+86%	$742.9K	$1.4M	+$656.9K	2026-11-06
Courier Capital LLC	INCREASED	15,769	14,783	+986	+7%	$1.2M	$1.3M	+$93.6K	2026-10-19
Traynor Capital Management, Inc.	DECREASED	15,606	15,628	-22	0%	$1.3M	$1.3M	+$10.2K	2026-10-29
Sweeney & Michel, LLC	UNCHANGED	14,544	14,544	0	0%	$1.2M	$1.2M	+$8.1K	2026-10-16
Creative Planning	INCREASED	13,845	13,645	+200	+1%	$1.1M	$1.2M	+$27.2K	2026-11-02
PNC Financial Services Group, Inc.	DECREASED	13,742	15,788	-2,046	-13%	$1.3M	$1.1M	-$158.5K	2026-11-06
AlphaCore Capital LLC	DECREASED	13,349	14,637	-1,288	-9%	$1.2M	$1.1M	-$96.1K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	12,243	12,854	-611	-5%	$1.1M	$1.0M	-$41.1K	2026-10-08
Crescent Grove Advisors, LLC	DECREASED	11,433	13,173	-1,740	-13%	$1.1M	$953.5K	-$135.0K	2026-10-21
Concurrent Investment Advisors, LLC	INCREASED	10,778	10,450	+328	+3%	$863.5K	$898.8K	+$35.4K	2026-10-16
Wealth Enhancement Advisory Services, LLC	INCREASED	10,371	9,341	+1,030	+11%	$769.7K	$870.2K	+$100.5K	2026-10-13
Curran Financial Partners, LLC	DECREASED	10,245	11,049	-804	-7%	$913.0K	$854.4K	-$58.5K	2026-11-04
Apollon Wealth Management, LLC	DECREASED	10,131	10,184	-53	-1%	$841.5K	$845.0K	+$3.4K	2026-10-23
Mezzasalma Advisors, LLC	UNCHANGED	9,731	9,731	0	0%	$804.1K	$811.6K	+$7.5K	2026-10-14
SAX Wealth Advisors, LLC	INCREASED	9,663	9,610	+53	+1%	$654.9K	$805.9K	+$151.0K	2026-10-13
Clay Northam Wealth Management, LLC	DECREASED	9,654	9,914	-260	-3%	$819.2K	$805.1K	-$14.1K	2026-10-13
Evolution Wealth Advisors, LLC	UNCHANGED	9,535	9,535	0	0%	$787.9K	$795.2K	+$7.3K	2026-11-03
Cannon Advisors, Inc.	DECREASED	9,457	9,761	-304	-3%	$797.3K	$794.7K	-$2.6K	2026-10-14
HBK Sorce Advisory LLC	INCREASED	8,608	8,403	+205	+2%	$688.7K	$682.6K	-$6.1K	2026-11-06
Mission Financial Group, LLC	DECREASED	8,221	8,363	-142	-2%	$691.0K	$685.6K	-$5.4K	2026-10-21
Christensen, King & Associates Investment Services, Inc.	INCREASED	7,708	7,031	+677	+10%	$581.0K	$642.8K	+$61.8K	2026-10-22
CX Institutional	DECREASED	7,674	7,699	-25	0%	$636	$640	+$4	2026-10-02
Redw Wealth LLC	DECREASED	7,318	7,417	-99	-1%	$612.9K	$610.3K	-$2.5K	2026-11-02
Family Office Research LLC	DECREASED	7,182	9,913	-2,731	-28%	$819.1K	$599.0K	-$220.1K	2026-10-14
McKinley Carter Wealth Services, Inc.	UNCHANGED	7,071	7,071	0	0%	$584.3K	$589.7K	+$5.4K	2026-10-16
BostonPremier Wealth LLC	UNCHANGED	7,065	7,065	0	0%	$583.8K	$589.3K	+$5.4K	2026-10-16
Strategic Blueprint, LLC	DECREASED	6,608	6,620	-12	0%	$547.0K	$551.1K	+$4.1K	2026-10-22
Patriot Investment Management Group, Inc.	UNCHANGED	6,577	6,577	0	0%	$543.5K	$548.5K	+$5.1K	2026-10-15
Prime Capital Investment Advisors, LLC	DECREASED	6,342	7,162	-820	-11%	$591.8K	$529.0K	-$62.9K	2026-10-20
HB Wealth Management, LLC	DECREASED	6,175	6,675	-500	-7%	$551.6K	$515.0K	-$36.6K	2026-10-23
Madrid Wealth Management, LLC	UNCHANGED	5,848	5,848	0	0%	$483.2K	$487.7K	+$4.5K	2026-10-23
Accurate Wealth Management, LLC	UNCHANGED	5,704	5,704	0	0%	$470.0K	$479.3K	+$9.3K	2026-10-20
Oppenheimer & Co Inc	DECREASED	5,233	5,255	-22	0%	$434.2K	$436.4K	+$2.2K	2026-10-26
Coastline Trust Co	DECREASED	5,200	5,280	-80	-2%	$436.3K	$433.7K	-$2.6K	2026-10-01
Financial Partners Group, Inc	UNCHANGED	5,198	5,198	0	0%	$429.5K	$433.5K	+$4.0K	2026-10-19
Wealthcare Capital Management LLC	DECREASED	5,175	5,381	-206	-4%	$444.6K	$431.6K	-$13.0K	2026-10-21
Lido Advisors, LLC	DECREASED	5,011	5,528	-517	-9%	$456.7K	$417.9K	-$38.9K	2026-11-04
Focus Financial Network, Inc.	DECREASED	4,969	5,091	-122	-2%	$420.6K	$414.4K	-$6.3K	2026-10-14
Fifth Third Bancorp	DECREASED	4,815	4,855	-40	-1%	$401.2K	$401.6K	+$402	2026-11-05
Compound Planning, Inc.	UNCHANGED	4,804	4,804	0	0%	$396.9K	$400.6K	+$3.7K	2026-11-05
Collective Family Office LLC	UNCHANGED	4,713	4,713	0	0%	$389.4K	$393.1K	+$3.6K	2026-10-05
Symmetry Partners, LLC	INCREASED	4,551	3,610	+941	+26%	$298.3K	$379.6K	+$81.3K	2026-10-27
Integrity Advisory Solutions, LLC	UNCHANGED	4,418	4,418	0	0%	$365.1K	$368.5K	+$3.4K	2026-10-29
Merit Financial Group, LLC	DECREASED	4,343	4,694	-351	-7%	$387.9K	$362.2K	-$25.7K	2026-11-06
Embree Financial Group	UNCHANGED	4,321	4,321	0	0%	$357.0K	$360.4K	+$3.3K	2026-10-22
PFG Advisors	DECREASED	4,300	4,841	-541	-11%	$400.0K	$358.6K	-$41.5K	2026-10-16
PFG Private Wealth Management, LLC	UNCHANGED	4,277	4,277	0	0%	$353.4K	$356.7K	+$3.3K	2026-10-15
Mather Group, Llc.	UNCHANGED	4,253	4,253	0	0%	$351.4K	$354.7K	+$3.3K	2026-10-14
Vise Technologies, Inc.	DECREASED	4,249	4,385	-136	-3%	$362.4K	$354.4K	-$8.0K	2026-10-29
Citizens Financial Group Inc	UNCHANGED	4,224	4,224	0	0%	$349.0K	$352.2K	+$3.3K	2026-10-23
Selective Wealth Management, Inc.	DECREASED	4,150	4,279	-129	-3%	$342.5K	$345.8K	+$3.3K	2026-10-16
Archford Capital Strategies, LLC	DECREASED	3,889	4,222	-333	-8%	$348.9K	$324.4K	-$24.5K	2026-10-19
Mirae Asset Global Investments Co., Ltd.	DECREASED	3,820	24,820	-21,000	-85%	$2.1M	$318.6K	-$1.7M	2026-11-03
Facet Wealth, Inc.	NEW	3,697	—	+3,697	—	—	$308.3K	—	2026-11-04
Boyum Wealth Architects LLC	DECREASED	3,668	3,871	-203	-5%	$313.8K	$309.2K	-$4.6K	2026-10-06
Detalus Advisors, LLC	DECREASED	3,583	3,674	-91	-2%	$303.6K	$298.8K	-$4.8K	2026-10-15
Benchmark Financial Wealth Advisors, LLC	UNCHANGED	3,338	3,338	0	0%	$275.8K	$278.4K	+$2.6K	2026-10-20
Root Financial Partners, LLC	DECREASED	3,331	5,225	-1,894	-36%	$431.7K	$277.8K	-$153.9K	2026-10-21
Abner Herrman & Brock LLC	NEW	3,327	—	+3,327	—	—	$277	—	2026-10-20
Rinkey Investments	UNCHANGED	3,266	3,266	0	0%	$269.9K	$272.4K	+$2.5K	2026-10-28
Sigma Planning Corp	INCREASED	3,190	3,140	+50	+2%	$259.4K	$265.5K	+$6.0K	2026-10-23
Equitable Trust Co	UNCHANGED	3,188	3,188	0	0%	$263.4K	$265.9K	+$2.5K	2026-10-13
Hutchens & Kramer Investment Management Group, LLC	UNCHANGED	3,041	3,041	0	0%	$251.3K	$253.6K	+$2.3K	2026-10-16
Vaughan & Co Securities, Inc.	UNCHANGED	2,918	2,918	0	0%	$241.1K	$243.3K	+$2.2K	2026-10-23
Ashton Thomas Private Wealth, LLC	DECREASED	2,883	2,981	-98	-3%	$246.3K	$240.4K	-$5.9K	2026-11-03
Fortress Financial Solutions, LLC	NEW	2,837	—	+2,837	—	—	$236.6K	—	2026-10-14
Wedmont Private Capital	UNCHANGED	2,801	2,801	0	0%	$230.8K	$235.0K	+$4.2K	2026-10-09
VestGen Advisors, LLC	DECREASED	2,796	2,875	-79	-3%	$237.6K	$233.2K	-$4.4K	2026-10-27
Retirement Planning Group, LLC	UNCHANGED	2,767	2,767	0	0%	$228.6K	$230.8K	+$2.1K	2026-10-19
Boston Trust Walden Corp	UNCHANGED	2,746	2,746	0	0%	$226.9K	$229.0K	+$2.1K	2026-10-30
StoneX Group Inc.	NEW	2,693	—	+2,693	—	—	$223.6K	—	2026-11-03
Rockland Trust Co	NEW	2,652	—	+2,652	—	—	$221.2K	—	2026-10-05
Sather Financial Group Inc	UNCHANGED	2,570	2,570	0	0%	$212.4K	$214.3K	+$2.0K	2026-10-30
Strategic Wealth Investment Group, LLC	DECREASED	2,520	2,555	-35	-1%	$211.1K	$210.1K	-$952	2026-10-29
Concord Wealth Partners	DECREASED	2,402	2,433	-31	-1%	$201.0K	$200.3K	-$712	2026-11-02
Allworth Financial LP	UNCHANGED	2,370	2,370	0	0%	$195.8K	$195.8K	$0	2026-11-06
Assetmark, Inc	INCREASED	2,287	1,993	+294	+15%	$164.7K	$190.7K	+$26.1K	2026-10-21
Balance Wealth Partners LLC	DECREASED	2,027	3,461	-1,434	-41%	$286.0K	$169.1K	-$116.9K	2026-10-27
JFS Wealth Advisors, LLC	UNCHANGED	1,987	1,987	0	0%	$164.2K	$165.7K	+$1.5K	2026-11-03
Capital Investment Advisory Services, LLC	INCREASED	1,398	762	+636	+83%	$63.0K	$116.9K	+$53.9K	2026-10-30
Latitude Advisors, LLC	NEW	1,376	—	+1,376	—	—	$114.8K	—	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	751	751	0	0%	$62.1K	$62.6K	+$578	2026-10-08
Financial Network Wealth Advisors LLC	UNCHANGED	720	720	0	0%	$59.5K	$60.0K	+$554	2026-10-28
Evermay Wealth Management LLC	UNCHANGED	700	700	0	0%	$57.8K	$58.4K	+$539	2026-11-05
Kelleher Financial Advisors	UNCHANGED	686	686	0	0%	$56.7K	$57.2K	+$527	2026-10-30
Mascoma Wealth Management LLC	DECREASED	669	759	-90	-12%	$62.7K	$55.8K	-$6.9K	2026-10-23
MV Capital Management, Inc.	UNCHANGED	667	667	0	0%	$55.1K	$55.6K	+$513	2026-10-29
Citigroup Inc	UNCHANGED	659	659	0	0%	$54.5K	$55.0K	+$508	2026-11-04
Cassaday & Co Wealth Management LLC	DECREASED	618	776	-158	-20%	$64.1K	$51.5K	-$12.6K	2026-10-27
Compass Financial Management LLC	UNCHANGED	583	583	0	0%	$48.2K	$48.6K	+$449	2026-10-30
Finley Financial, LLC	UNCHANGED	500	500	0	0%	$41.3K	$41.7K	+$360	2026-10-28
United Financial Planning Group LLC	UNCHANGED	480	480	0	0%	$39.7K	$40.0K	+$370	2026-11-04
TD Waterhouse Canada Inc.	UNCHANGED	465	465	0	0%	$38.3K	$38.7K	+$414	2026-10-16
Parallel Advisors, LLC	INCREASED	425	2	+423	+21150%	$165	$35.4K	+$35.3K	2026-11-03
Godsey & Gibb, Inc	UNCHANGED	423	423	0	0%	$34.9K	$35.3K	+$326	2026-10-14
Harbor Asset Planning, Inc.	UNCHANGED	389	389	0	0%	$32.1K	$32.4K	+$299	2026-10-23
Key FInancial Inc	UNCHANGED	360	360	0	0%	$29.7K	$30.0K	+$277	2026-11-02
Cherry Tree Wealth Management, LLC	DECREASED	340	419	-79	-19%	$34.6K	$28.4K	-$6.3K	2026-10-15
Central Trust Co	UNCHANGED	335	335	0	0%	$27.7K	$27.9K	+$257	2026-11-05
Sage Mountain Advisors LLC	INCREASED	302	252	+50	+20%	$20.8K	$25.2K	+$4.4K	2026-11-02
Pacific Center for Financial Services	UNCHANGED	298	298	0	0%	$24.6K	$24.9K	+$230	2026-10-15
Provenance Wealth Advisors, LLC	UNCHANGED	294	294	0	0%	$24.3K	$24.5K	+$227	2026-10-30
IFP Advisors, Inc	UNCHANGED	259	259	0	0%	$21.4K	$21.6K	+$200	2026-10-16
US Bancorp \de\	NEW	243	—	+243	—	—	$20.3K	—	2026-11-05
Cdkv Holdings LLC	UNCHANGED	229	229	0	0%	$18.9K	$19.1K	+$176	2026-10-28
Eastern Bank	UNCHANGED	229	229	0	0%	$18.9K	$19.1K	+$177	2026-10-05
Financial Consulate, Inc	UNCHANGED	228	228	0	0%	$18.8K	$19.0K	+$176	2026-10-23
Elevation Wealth Partners, LLC	UNCHANGED	210	210	0	0%	$17.4K	$17.5K	+$162	2026-10-07
Foresight Capital Management Advisors, Inc.	NEW	194	—	+194	—	—	$16.2K	—	2026-10-27
Jnba Financial Advisors	DECREASED	184	368	-184	-50%	$30.4K	$15.3K	-$15.1K	2026-11-03
Abound Wealth Management	UNCHANGED	160	160	0	0%	$13.3K	$13.4K	+$123	2026-10-26
Trust Co of Vermont	NEW	133	—	+133	—	—	$11.1K	—	2026-10-21
Arlington Trust Co LLC	UNCHANGED	115	115	0	0%	$9.5K	$9.6K	+$89	2026-10-20
Spire Wealth Management	DECREASED	104	204	-100	-49%	$16.9K	$8.7K	-$8.2K	2026-10-30
Main Street Group, LTD	UNCHANGED	101	101	0	0%	$8.3K	$8.4K	+$77	2026-10-28
Accordant Advisory Group Inc	DECREASED	94	97	-3	-3%	$8.0K	$7.8K	-$176	2026-10-29
Align Financial, LLC	UNCHANGED	77	77	0	0%	$6.4K	$6.4K	+$59	2026-10-16
Triumph Capital Management	UNCHANGED	75	75	0	0%	$6.2K	$6.3K	+$58	2026-10-14
Balentine LLC	UNCHANGED	74	74	0	0%	$6.1K	$6.2K	+$57	2026-11-03
Russell Investments Group, Ltd.	DECREASED	70	199	-129	-65%	$16.4K	$5.8K	-$10.6K	2026-11-06
CGC Financial Services, LLC	UNCHANGED	66	66	0	0%	$5.5K	$5.5K	+$50	2026-10-13
Buck Wealth Strategies, LLC	UNCHANGED	57	57	0	0%	$4.7K	$4.8K	+$44	2026-10-28
Golden State Wealth Management, LLC	UNCHANGED	50	50	0	0%	$4.1K	$4.2K	+$39	2026-11-02
Piscataqua Savings Bank	UNCHANGED	50	50	0	0%	$4.1K	$4.2K	+$39	2026-10-21
Wolff Wiese Magana LLC	UNCHANGED	42	42	0	0%	$3.5K	$3.5K	+$32	2026-10-15
Reap Financial Group, LLC	DECREASED	41	393	-352	-90%	$32.5K	$3.4K	-$29.1K	2026-11-02
Plante Moran Financial Advisors, LLC	NEW	37	—	+37	—	—	$3.1K	—	2026-11-04
McCarley & Cook Financial Planners	UNCHANGED	33	33	0	0%	$2.7K	$2.8K	+$25	2026-10-21
Signature Equity Partners, LLC	UNCHANGED	25	25	0	0%	$2.1K	$2.1K	+$19	2026-10-29
Versant Capital Management, Inc	UNCHANGED	24	24	0	0%	$2.0K	$2.0K	+$19	2026-10-02
Hager Investment Management Services, LLC	NEW	7	—	+7	—	—	$584	—	2026-11-04
Montgomery Financial Services LLC	UNCHANGED	5	5	0	0%	$413	$417	+$4	2026-11-03
Dhjj Financial Advisors, Ltd.	UNCHANGED	4	4	0	0%	$331	$334	+$3	2026-10-23
Check Capital Management Inc	CLOSED	0	17,600	-17,600	-100%	$1.5M	$0	-$1.5M	2026-11-05
XY Planning Network, Inc.	CLOSED	0	6,538	-6,538	-100%	$540.2K	$0	-$540.2K	2026-10-14
JIM Saulnier & Associates, LLC	CLOSED	0	2,959	-2,959	-100%	$244.5K	$0	-$244.5K	2026-11-04
Florida Trust Wealth Management Co	CLOSED	0	2,629	-2,629	-100%	$217.2K	$0	-$217.2K	2026-11-05
Brooklyn FI, LLC	CLOSED	0	1,127	-1,127	-100%	$90.6K	$0	-$90.6K	2026-11-05
Tsfg, LLC	CLOSED	0	720	-720	-100%	$59.0K	$0	-$59.0K	2026-10-23
Strategic Wealth Advisors LLC	CLOSED	0	194	-194	-100%	$13	$0	-$13	2026-11-06
Cranbrook Wealth Management, LLC	CLOSED	0	194	-194	-100%	$16.0K	$0	-$16.0K	2026-10-28
International Assets Investment Management, LLC	CLOSED	0	184	-184	-100%	$15.2K	$0	-$15.2K	2026-11-02
Tucker Asset Management LLC	CLOSED	0	140	-140	-100%	$11.6K	$0	-$11.6K	2026-10-29
AdvisorNet Financial, Inc	CLOSED	0	104	-104	-100%	$8.6K	$0	-$8.6K	2026-10-15
LifeSteps Financial, Inc.	CLOSED	0	60	-60	-100%	$5.0K	$0	-$5.0K	2026-10-15
Financial Engines Advisors L.L.C.	N/A	—	29,474,371	-29,474,371	-100%	$2.4B	—	—	—
Baird Financial Group, Inc.	N/A	—	557,561	-557,561	-100%	$46.1M	—	—	—
Ameriprise Financial Inc	N/A	—	544,882	-544,882	-100%	$45.1M	—	—	—
Bank of America Corp	N/A	—	276,028	-276,028	-100%	$22.8M	—	—	—
UBS Group AG	N/A	—	264,698	-264,698	-100%	$21.9M	—	—	—
Morgan Stanley	N/A	—	240,445	-240,445	-100%	$19.9M	—	—	—
Raymond James Financial Inc	N/A	—	234,347	-234,347	-100%	$19.4M	—	—	—
Wharton Business Group, LLC	N/A	—	202,875	-202,875	-100%	$16.8M	—	—	—
Stratos Investment Management, LLC	N/A	—	155,271	-155,271	-100%	$12.8M	—	—	—
Arkadios Wealth Advisors	N/A	—	138,057	-138,057	-100%	$11.4M	—	—	—
Betterment LLC	N/A	—	125,622	-125,622	-100%	$10.4M	—	—	—
Mariner, LLC	N/A	—	111,596	-111,596	-100%	$9.2M	—	—	—
Savvy Advisors, Inc.	N/A	—	91,405	-91,405	-100%	$7.6M	—	—	—
Cetera Investment Advisers	N/A	—	86,556	-86,556	-100%	$7.2M	—	—	—
Wells Fargo & Company	N/A	—	86,293	-86,293	-100%	$7.1M	—	—	—
CIBC World Market Inc.	N/A	—	84,743	-84,743	-100%	$7.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	81,302	-81,302	-100%	$6.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	70,825	-70,825	-100%	$5.9M	—	—	—
Royal Bank of Canada	N/A	—	62,923	-62,923	-100%	$5.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	57,054	-57,054	-100%	$4.7M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	53,705	-53,705	-100%	$4.4M	—	—	—
FMR LLC	N/A	—	47,832	-47,832	-100%	$4.0M	—	—	—
Baron Silver Stevens Financial Advisors, LLC	N/A	—	40,158	-40,158	-100%	$3.3M	—	—	—
MML Investors Services, LLC	N/A	—	36,851	-36,851	-100%	$3.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	28,393	-28,393	-100%	$2.3M	—	—	—
GTS Securities LLC	N/A	—	26,628	-26,628	-100%	$2.2M	—	—	—
Jane Street Group, LLC	N/A	—	26,596	-26,596	-100%	$2.2M	—	—	—
Gotham Asset Management, LLC	N/A	—	26,364	-26,364	-100%	$2.2M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	25,796	-25,796	-100%	$2.1M	—	—	—
Flow Traders U.S. LLC	N/A	—	23,912	-23,912	-100%	$2.0M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	23,314	-23,314	-100%	$1.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	22,819	-22,819	-100%	$1.9M	—	—	—
Bank of Montreal	N/A	—	21,932	-21,932	-100%	$1.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	21,112	-21,112	-100%	$1.7M	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	20,483	-20,483	-100%	$1.7M	—	—	—
Berger Financial Group, Inc	N/A	—	20,353	-20,353	-100%	$1.7M	—	—	—
GWN Securities Inc.	N/A	—	19,194	-19,194	-100%	$1.6M	—	—	—
HighTower Advisors, LLC	N/A	—	18,949	-18,949	-100%	$1.6M	—	—	—
Rothschild Wealth LLC	N/A	—	18,717	-18,717	-100%	$1.5M	—	—	—
Wealthfront Advisers LLC	N/A	—	18,303	-18,303	-100%	$1.5M	—	—	—
Cerity Partners LLC	N/A	—	15,354	-15,354	-100%	$1.3M	—	—	—
AE Wealth Management LLC	N/A	—	14,319	-14,319	-100%	$1.2M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	13,776	-13,776	-100%	$1.1M	—	—	—
Quantinno Capital Management LP	N/A	—	13,663	-13,663	-100%	$1.1M	—	—	—
Wealthspire Retirement, LLC	N/A	—	13,452	-13,452	-100%	$1.1M	—	—	—
Focus Partners Wealth	N/A	—	13,436	-13,436	-100%	$1.1M	—	—	—
MAI Capital Management	N/A	—	13,312	-13,312	-100%	$1.1M	—	—	—
Ally Invest Advisors Inc.	N/A	—	13,283	-13,283	-100%	$1.1M	—	—	—
Glen Eagle Advisors, LLC	N/A	—	12,602	-12,602	-100%	$1.0M	—	—	—
JPMorgan Chase & Co	N/A	—	12,393	-12,393	-100%	$1.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	11,773	-11,773	-100%	$972.8K	—	—	—
Pallas Capital Advisors LLC	N/A	—	11,731	-11,731	-100%	$969.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,287	-11,287	-100%	$932.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	10,746	-10,746	-100%	$887.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,600	-10,600	-100%	$875.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	10,131	-10,131	-100%	$837.1K	—	—	—
Captrust Financial Advisors	N/A	—	9,196	-9,196	-100%	$759.8K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	9,192	-9,192	-100%	$759.5K	—	—	—
World Investment Advisors	N/A	—	7,628	-7,628	-100%	$526.1K	—	—	—
Wilson & Boucher Capital Management, LLC	N/A	—	7,552	-7,552	-100%	$624.1K	—	—	—
WNY Asset Management, LLC	N/A	—	7,533	-7,533	-100%	$622.4K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	7,528	-7,528	-100%	$622.0K	—	—	—
Interactive Financial Advisors, Inc.	N/A	—	7,518	-7,518	-100%	$621.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	7,330	-7,330	-100%	$605.7K	—	—	—
Essex Financial Services, Inc.	N/A	—	7,269	-7,269	-100%	$600.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	7,115	-7,115	-100%	$588.0K	—	—	—
McGinn Penninger Investment Management, Inc.	N/A	—	6,945	-6,945	-100%	$574.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	6,933	-6,933	-100%	$572.9K	—	—	—
IFG Advisory, LLC	N/A	—	6,910	-6,910	-100%	$570.9K	—	—	—
BlackRock, Inc.	N/A	—	6,846	-6,846	-100%	$565.7K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	6,475	-6,475	-100%	$535.0K	—	—	—
Harbour Investments, Inc.	N/A	—	6,382	-6,382	-100%	$527.4K	—	—	—
BFC Planning, Inc.	N/A	—	6,378	-6,378	-100%	$527.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	5,978	-5,978	-100%	$494.0K	—	—	—
Destination Wealth Management	N/A	—	5,801	-5,801	-100%	$479.3K	—	—	—
Verity Wealth Advisors	N/A	—	5,786	-5,786	-100%	$478.1K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	5,754	-5,754	-100%	$475.4K	—	—	—
Stifel Financial Corp	N/A	—	5,584	-5,584	-100%	$461.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,252	-5,252	-100%	$434.0K	—	—	—
Western Wealth Management, LLC	N/A	—	5,238	-5,238	-100%	$432.8K	—	—	—
AQR Capital Management LLC	N/A	—	4,904	-4,904	-100%	$405.2K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,677	-4,677	-100%	$386.5K	—	—	—
Tradition Wealth Management, LLC	N/A	—	4,157	-4,157	-100%	$343.5K	—	—	—
Private Advisor Group, LLC	N/A	—	4,072	-4,072	-100%	$336.5K	—	—	—
EQ LLC	N/A	—	3,974	-3,974	-100%	$328.4K	—	—	—
CFO4Life Group, LLC	N/A	—	3,961	-3,961	-100%	$327.3K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	3,665	-3,665	-100%	$302.8K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	3,588	-3,588	-100%	$296.5K	—	—	—
Cedar Wealth Management, LLC	N/A	—	3,445	-3,445	-100%	$284.7K	—	—	—
Crews Bank & Trust	N/A	—	3,383	-3,383	-100%	$279.5K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	3,355	-3,355	-100%	$277.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,251	-3,251	-100%	$268.6K	—	—	—
American Financial Advisors, LLC	N/A	—	3,191	-3,191	-100%	$263.7K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	3,161	-3,161	-100%	$261.3K	—	—	—
Invst, LLC	N/A	—	3,105	-3,105	-100%	$256.6K	—	—	—
Pure Financial Advisors, LLC	N/A	—	3,089	-3,089	-100%	$255.2K	—	—	—
Cauble & Harre Wealth Management, Inc.	N/A	—	3,042	-3,042	-100%	$251.4K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	2,920	-2,920	-100%	$241.3K	—	—	—
Wealthspire Advisors, LLC	N/A	—	2,778	-2,778	-100%	$229.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	2,678	-2,678	-100%	$221.3K	—	—	—
Marshall Wace, LLP	N/A	—	2,633	-2,633	-100%	$217.6K	—	—	—
Cresset Asset Management, LLC	N/A	—	2,623	-2,623	-100%	$216.7K	—	—	—
Widmann Financial Services, Inc.	N/A	—	2,469	-2,469	-100%	$204.0K	—	—	—
Arax Advisory Partners	N/A	—	2,141	-2,141	-100%	$176.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,840	-1,840	-100%	$152.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,707	-1,707	-100%	$141.0K	—	—	—
LOM Asset Management Ltd	N/A	—	1,700	-1,700	-100%	$140.5K	—	—	—
Financial Life Planners	N/A	—	1,567	-1,567	-100%	$129.5K	—	—	—
Strategic Investment Advisors / MI	N/A	—	1,438	-1,438	-100%	$118.8K	—	—	—
Blair William & Co	N/A	—	1,354	-1,354	-100%	$111.9K	—	—	—
Capital Analysts, LLC	N/A	—	1,342	-1,342	-100%	$111.0K	—	—	—
Kilter Group LLC	N/A	—	779	-779	-100%	$64.4K	—	—	—
ST Germain D J Co Inc	N/A	—	753	-753	-100%	$62.2K	—	—	—
Glenmede Trust Co NA	N/A	—	750	-750	-100%	$62.0K	—	—	—
Horizon Investments, LLC	N/A	—	565	-565	-100%	$46.7K	—	—	—
Harris Associates L P	N/A	—	563	-563	-100%	$46.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	533	-533	-100%	$44.0K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	498	-498	-100%	$41.2K	—	—	—
Heritage Wealth Advisors	N/A	—	458	-458	-100%	$37.8K	—	—	—
Crewe Advisors LLC	N/A	—	385	-385	-100%	$31.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	364	-364	-100%	$30.1K	—	—	—
Franklin Resources Inc	N/A	—	300	-300	-100%	$24.8K	—	—	—
Morris Financial Concepts, Inc.	N/A	—	275	-275	-100%	$22.7K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	253	-253	-100%	$20.9K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	208	-208	-100%	$17.2K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	176	-176	-100%	$14.5K	—	—	—
IMA Advisory Services, Inc.	N/A	—	115	-115	-100%	$9.5K	—	—	—
TD Capital Management LLC	N/A	—	106	-106	-100%	$8.7K	—	—	—
Vanguard Advisers Inc	N/A	—	63	-63	-100%	$5.2K	—	—	—
National Bank of Canada	N/A	—	53	-53	-100%	$4.3K	—	—	—
Alerus Financial NA	N/A	—	53	-53	-100%	$4.4K	—	—	—
Continuum Advisory, LLC	N/A	—	46	-46	-100%	$3.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	4	-4	-100%	$327	—	—	—

Showing 302 of 302 institutions