Ishares Fallen Angels ETF (FALN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares758,623 from 679,267

Change+79,356 (+12%)

Value$19.7K (-$18.5M)

Filed 2026-11-02

Novem Group

INCREASED

Shares726,067 from 687,045

Change+39,022 (+6%)

Value$18.8M (+$111.8K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares495,276 from 498,771

Change-3,495 (-1%)

Value$12.8M (-$744.0K)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

DECREASED

Shares475,000 from 525,000

Change-50,000 (-10%)

Value$12.3M (-$2.0M)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares442,220 from 424,095

Change+18,125 (+4%)

Value$11.5M (-$85.6K)

Filed 2026-11-02

Breakwater Capital Group

DECREASED

Shares379,907 from 385,762

Change-5,855 (-2%)

Value$9.9M (-$657.2K)

Filed 2026-10-09

HF Advisory Group, LLC

INCREASED

Shares322,026 from 294,108

Change+27,918 (+9%)

Value$8.4M (+$338.6K)

Filed 2026-10-09

Independence Financial Advisors, LLC

INCREASED

Shares278,978 from 256,955

Change+22,023 (+9%)

Value$7.2M (+$234.5K)

Filed 2026-10-08

Capital Wealth Management, LLC

DECREASED

Shares261,763 from 266,540

Change-4,777 (-2%)

Value$6.8M (-$473.0K)

Filed 2026-10-27

Bridgelight Financial Advisors, Inc.

INCREASED

Shares249,493 from 241,424

Change+8,069 (+3%)

Value$6.5M (-$107.0K)

Filed 2026-10-20

First Citizens Bank & Trust Co

DECREASED

Shares188,614 from 197,913

Change-9,299 (-5%)

Value$4.9M (-$500.4K)

Filed 2026-10-14

Liberty Atlantic Advisors LLC

INCREASED

Shares180,314 from 154,970

Change+25,344 (+16%)

Value$4.7M (+$454.2K)

Filed 2026-10-14

Asset Allocation Strategies LLC

DECREASED

Shares168,074 from 168,821

Change-747 (0%)

Value$4.4M (-$240.5K)

Filed 2026-10-20

Insight Wealth Partners, LLC

INCREASED

Shares166,181 from 156,998

Change+9,183 (+6%)

Value$4.3M (+$32.5K)

Filed 2026-10-26

Commonwealth Financial Services, LLC

DECREASED

Shares164,262 from 227,881

Change-63,619 (-28%)

Value$4.3M (-$1.9M)

Filed 2026-10-20

Ignite Planners, LLC

INCREASED

Shares157,354 from 136,451

Change+20,903 (+15%)

Value$4.1M (+$353.1K)

Filed 2026-10-14

US Bancorp \de\

INCREASED

Shares156,100 from 134,349

Change+21,751 (+16%)

Value$4.0M (+$387.9K)

Filed 2026-11-05

Simplicity Wealth,LLC

INCREASED

Shares143,316 from 45,985

Change+97,331 (+212%)

Value$3.7M (+$2.5M)

Filed 2026-10-23

Diversify Wealth Management, LLC

INCREASED

Shares143,246 from 140,333

Change+2,913 (+2%)

Value$3.7M (-$74.9K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares143,246 from 140,333

Change+2,913 (+2%)

Value$3.7M (-$74.9K)

Filed 2026-10-20

Assetmark, Inc

DECREASED

Shares139,731 from 149,446

Change-9,715 (-6%)

Value$3.6M (-$447.7K)

Filed 2026-10-21

Kraematon Investment Advisors, Inc

INCREASED

Shares127,980 from 127,153

Change+827 (+1%)

Value$3.3M (-$145.1K)

Filed 2026-11-02

Cornerstone Planning Group LLC

INCREASED

Shares111,065 from 107,505

Change+3,560 (+3%)

Value$2.9M (-$22.2K)

Filed 2026-10-16

Perigon Wealth Management, LLC

DECREASED

Shares109,368 from 110,414

Change-1,046 (-1%)

Value$2.8M (-$171.8K)

Filed 2026-10-22

Kestra Advisory Services, LLC

DECREASED

Shares107,270 from 114,186

Change-6,916 (-6%)

Value$2.8M (-$328.9K)

Filed 2026-11-02

Parcion Private Wealth LLC

INCREASED

Shares97,812 from 95,864

Change+1,948 (+2%)

Value$2.5M (-$75.1K)

Filed 2026-10-28

Ashton Thomas Securities, LLC

NEW

Shares83,736

Change+83,736

Value$2.2M

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares81,144 from 262,227

Change-181,083 (-69%)

Value$2.1M (-$5.0M)

Filed 2026-10-13

Sherry Group, Inc.

INCREASED

Shares80,215 from 79,609

Change+606 (+1%)

Value$2.1M (-$88.3K)

Filed 2026-10-09

Integrity Wealth Advisors, Inc.

NEW

Shares78,427

Change+78,427

Value$2.0M

Filed 2026-10-29

Forte Asset Management LLC

UNCHANGED

Shares78,000 from 78,000

Change0 (0%)

Value$2.0M (-$102.2K)

Filed 2026-10-13

Focus Wealth Advisors, LLC

INCREASED

Shares75,889 from 75,197

Change+692 (+1%)

Value$2.0M (-$80.6K)

Filed 2026-10-14

Guidance Capital, Inc

DECREASED

Shares71,017 from 71,944

Change-927 (-1%)

Value$1.8M (-$121.0K)

Filed 2026-11-03

Coastline Trust Co

DECREASED

Shares68,060 from 79,820

Change-11,760 (-15%)

Value$1.8M (-$409.5K)

Filed 2026-10-01

Fifth Third Securities, Inc.

DECREASED

Shares62,804 from 64,503

Change-1,699 (-3%)

Value$1.6M (-$128.5K)

Filed 2026-10-21

Mather Group, Llc.

DECREASED

Shares58,228 from 58,545

Change-317 (-1%)

Value$1.5M (-$84.9K)

Filed 2026-10-14

Park Avenue Securities LLC

INCREASED

Shares57,551 from 7,395

Change+50,156 (+678%)

Value$1.5K (-$199.5K)

Filed 2026-10-26

Wealth Advisory Solutions, LLC

INCREASED

Shares53,724 from 53,105

Change+619 (+1%)

Value$1.4M (-$53.5K)

Filed 2026-10-20

Fifth Third Bancorp

DECREASED

Shares53,381 from 56,761

Change-3,380 (-6%)

Value$1.4M (-$162.0K)

Filed 2026-11-05

Ddfg, Inc

INCREASED

Shares53,110 from 52,890

Change+220 (+0%)

Value$1.4M (-$63.6K)

Filed 2026-10-15

Insight Advisors, LLC/ PA

INCREASED

Shares50,217 from 48,034

Change+2,183 (+5%)

Value$1.3M (-$6.3K)

Filed 2026-10-22

Altura Wealth Advisors Inc.

INCREASED

Shares45,763 from 16,279

Change+29,484 (+181%)

Value$1.2M (+$743.2K)

Filed 2026-10-22

Valley Wealth Managers, Inc.

INCREASED

Shares45,738 from 30,181

Change+15,557 (+52%)

Value$1.2M (+$363.9K)

Filed 2026-10-09

M.E. Allison & Co., Inc.

INCREASED

Shares45,264 from 45,222

Change+42 (+0%)

Value$1.2M (-$58.2K)

Filed 2026-10-09

Farther Finance Advisors, LLC

DECREASED

Shares42,615 from 46,180

Change-3,565 (-8%)

Value$1.1M (-$152.9K)

Filed 2026-10-08

Centurion Wealth Management LLC

INCREASED

Shares42,556 from 40,625

Change+1,931 (+5%)

Value$1.1M (-$3.1K)

Filed 2026-10-13

D.A. Davidson & Co.

INCREASED

Shares42,192 from 40,862

Change+1,330 (+3%)

Value$1.1M (-$19.1K)

Filed 2026-10-28

Kaizen Financial Strategies

INCREASED

Shares37,517 from 23,464

Change+14,053 (+60%)

Value$972.8K (+$336.5K)

Filed 2026-10-09

Avior Wealth Management, LLC

INCREASED

Shares37,326 from 24,490

Change+12,836 (+52%)

Value$967.9K (+$300.7K)

Filed 2026-10-13

Ascentis Independent Advisors

NEW

Shares37,086

Change+37,086

Value$961.6K

Filed 2026-11-03

OpenArc Corporate Advisory, LLC

DECREASED

Shares37,074 from 38,064

Change-990 (-3%)

Value$961.3K (-$75.5K)

Filed 2026-10-21

Eddie Patel Inc

INCREASED

Shares35,844 from 18,157

Change+17,687 (+97%)

Value$929.4K (+$434.9K)

Filed 2026-11-02

TriaGen Wealth Management LLC

INCREASED

Shares35,740 from 33,667

Change+2,073 (+6%)

Value$926.7K (+$9.6K)

Filed 2026-10-14

LexAurum Advisors, LLC

INCREASED

Shares33,111 from 29,992

Change+3,119 (+10%)

Value$858.6K (+$41.6K)

Filed 2026-10-19

Cornerstone Wealth Management, LLC

INCREASED

Shares32,983 from 22,563

Change+10,420 (+46%)

Value$855.2K (+$240.6K)

Filed 2026-11-04

Oppenheimer & Co Inc

DECREASED

Shares32,504 from 34,210

Change-1,706 (-5%)

Value$842.8K (-$89.1K)

Filed 2026-10-26

Meridian Financial Advisors, LLC

INCREASED

Shares30,570 from 27,455

Change+3,115 (+11%)

Value$792.7K (+$44.8K)

Filed 2026-10-14

Prime Capital Investment Advisors, LLC

DECREASED

Shares30,058 from 30,276

Change-218 (-1%)

Value$779.4K (-$45.3K)

Filed 2026-10-20

Ballast Rock Private Wealth LLC

INCREASED

Shares29,244 from 28,392

Change+852 (+3%)

Value$758.3K (-$15.1K)

Filed 2026-10-26

PUREfi Wealth, LLC

INCREASED

Shares28,865 from 25,865

Change+3,000 (+12%)

Value$748.5K (+$43.9K)

Filed 2026-10-19

Concurrent Investment Advisors, LLC

DECREASED

Shares27,931 from 49,733

Change-21,802 (-44%)

Value$724.2K (-$630.5K)

Filed 2026-10-16

Outlook Wealth Advisors, LLC

INCREASED

Shares27,216 from 26,082

Change+1,134 (+4%)

Value$705.7K (-$4.8K)

Filed 2026-10-28

Bright Futures Wealth Management, Llc.

INCREASED

Shares27,001 from 26,705

Change+296 (+1%)

Value$700.1K (-$27.3K)

Filed 2026-10-23

Yoder Wealth Management, Inc.

DECREASED

Shares26,846 from 26,946

Change-100 (0%)

Value$696.1K (-$37.9K)

Filed 2026-10-13

Western Financial Corp

DECREASED

Shares25,969 from 26,187

Change-218 (-1%)

Value$673.4K (-$39.9K)

Filed 2026-10-14

Exchange Bank

UNCHANGED

Shares24,979 from 24,979

Change0 (0%)

Value$647.7K (-$32.7K)

Filed 2026-10-07

Herold Advisors, Inc.

INCREASED

Shares24,294 from 22,140

Change+2,154 (+10%)

Value$629.9K (+$27.9K)

Filed 2026-10-19

Absolute Capital Management, LLC

DECREASED

Shares24,076 from 25,398

Change-1,322 (-5%)

Value$624.3K (-$67.5K)

Filed 2026-10-16

Beacon Financial Advisory LLC

INCREASED

Shares23,829 from 21,864

Change+1,965 (+9%)

Value$617.9K (+$22.3K)

Filed 2026-10-16

L.K. Benson & Company, P.C.

INCREASED

Shares22,418 from 22,164

Change+254 (+1%)

Value$581.3K (-$22.5K)

Filed 2026-10-23

Dynamic Advisor Solutions LLC

DECREASED

Shares22,129 from 24,399

Change-2,270 (-9%)

Value$573.8K (-$90.8K)

Filed 2026-10-13

Brookstone Capital Management

DECREASED

Shares20,967 from 25,620

Change-4,653 (-18%)

Value$543.7K (-$154.2K)

Filed 2026-10-22

Symphony Financial, Ltd. Co.

DECREASED

Shares18,176 from 27,111

Change-8,935 (-33%)

Value$473.5K (-$265.0K)

Filed 2026-10-22

Bauman Advisory Group, LLC

NEW

Shares16,564

Change+16,564

Value$429.5K

Filed 2026-10-29

Independent Financial Group, LLC

INCREASED

Shares16,082 from 16,075

Change+7 (+0%)

Value$417.0K (-$20.9K)

Filed 2026-10-13

Cedar Point Capital Partners, LLC

INCREASED

Shares15,716 from 14,818

Change+898 (+6%)

Value$407.5K (+$3.9K)

Filed 2026-10-29

Prospera Financial Services Inc

INCREASED

Shares15,223 from 11,345

Change+3,878 (+34%)

Value$394.8K (+$85.7K)

Filed 2026-11-04

ETF Store, Inc.

INCREASED

Shares15,174 from 7,742

Change+7,432 (+96%)

Value$393.5K (+$182.6K)

Filed 2026-10-19

Community Bank & Trust, Waco, Texas

INCREASED

Shares14,327 from 13,049

Change+1,278 (+10%)

Value$371 (-$354.6K)

Filed 2026-10-19

J.W. Cole Advisors, Inc.

UNCHANGED

Shares13,808 from 13,808

Change0 (0%)

Value$358.0K (-$18.1K)

Filed 2026-11-05

Mcdonald Partners LLC

UNCHANGED

Shares13,265 from 13,265

Change0 (0%)

Value$344.0K (-$17.4K)

Filed 2026-11-03

Redhawk Wealth Advisors, Inc.

NEW

Shares13,067

Change+13,067

Value$338.8K

Filed 2026-10-14

Clear Creek Financial Management, LLC

NEW

Shares12,905

Change+12,905

Value$334.6K

Filed 2026-10-28

Box Hill Private Wealth LLC

INCREASED

Shares12,118 from 11,635

Change+483 (+4%)

Value$314.2K (-$2.7K)

Filed 2026-10-05

Intergy Private Wealth, LLC

INCREASED

Shares11,738 from 10,573

Change+1,165 (+11%)

Value$304.4K (+$16.4K)

Filed 2026-10-16

Bank of New York Mellon Corp

DECREASED

Shares11,549 from 11,574

Change-25 (0%)

Value$299.5K (-$15.8K)

Filed 2026-11-05

Client 1ST Advisory Group, LLC

DECREASED

Shares11,156 from 21,069

Change-9,913 (-47%)

Value$289.3K (-$284.6K)

Filed 2026-10-19

Infinity Wealth Counsel, LLC

DECREASED

Shares11,050 from 11,460

Change-410 (-4%)

Value$286.5K (-$25.6K)

Filed 2026-10-15

Winebrenner Capital Management LLC

INCREASED

Shares10,548 from 10,472

Change+76 (+1%)

Value$273.5K (-$11.7K)

Filed 2026-10-07

Nadler Financial Group, Inc.

NEW

Shares10,187

Change+10,187

Value$264.2K

Filed 2026-10-23

Vontobel Holding Ltd.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$259.3K (-$13.1K)

Filed 2026-10-16

B. Riley Wealth Advisors, Inc.

INCREASED

Shares9,953 from 9,876

Change+77 (+1%)

Value$258.1K (-$10.9K)

Filed 2026-10-13

Parallel Advisors, LLC

DECREASED

Shares9,711 from 9,914

Change-203 (-2%)

Value$251.8K (-$18.3K)

Filed 2026-11-03

Live Oak Investment Partners

INCREASED

Shares9,504 from 9,270

Change+234 (+3%)

Value$246.4K (-$6.1K)

Filed 2026-10-23

Sigma Planning Corp

DECREASED

Shares9,090 from 9,525

Change-435 (-5%)

Value$235.7K (-$23.8K)

Filed 2026-10-23

ATX Financial Planning, LLC

DECREASED

Shares8,940 from 93,146

Change-84,206 (-90%)

Value$231.8K (-$2.3M)

Filed 2026-10-14

Columbia Advisory Partners LLC

INCREASED

Shares8,622 from 7,621

Change+1,001 (+13%)

Value$223.6K (+$16.0K)

Filed 2026-10-15

Patriot Investment Management Group, Inc.

INCREASED

Shares8,539 from 8,049

Change+490 (+6%)

Value$221.4K (+$2.2K)

Filed 2026-10-15

Central Trust Co

UNCHANGED

Shares8,500 from 8,500

Change0 (0%)

Value$220.4K (-$11.1K)

Filed 2026-11-05

Global Assets Advisory, LLC

INCREASED

Shares8,499 from 7,874

Change+625 (+8%)

Value$219.0K (+$5.5K)

Filed 2026-10-28

Truist Financial Corp

DECREASED

Shares8,459 from 9,105

Change-646 (-7%)

Value$219.3K (-$28.7K)

Filed 2026-10-30

Apollon Wealth Management, LLC

INCREASED

Shares8,366 from 8,167

Change+199 (+2%)

Value$216.9K (-$5.5K)

Filed 2026-10-23

PFG Advisors

DECREASED

Shares8,361 from 10,413

Change-2,052 (-20%)

Value$216.8K (-$66.8K)

Filed 2026-10-16

Signal Advisors Wealth, LLC

DECREASED

Shares8,185 from 9,388

Change-1,203 (-13%)

Value$212.2K (-$43.5K)

Filed 2026-10-13

AlphaCentric Advisors LLC

DECREASED

Shares7,231 from 12,184

Change-4,953 (-41%)

Value$187.5K (-$144.4K)

Filed 2026-11-03

Citigroup Inc

INCREASED

Shares6,981 from 4,738

Change+2,243 (+47%)

Value$181.0K (+$52.0K)

Filed 2026-11-04

Bank of New Hampshire

DECREASED

Shares6,955 from 7,081

Change-126 (-2%)

Value$180.3K (-$12.5K)

Filed 2026-10-06

Winthrop Capital Management, LLC

UNCHANGED

Shares4,740 from 4,740

Change0 (0%)

Value$122.9K (-$6.1K)

Filed 2026-11-05

Spire Wealth Management

DECREASED

Shares4,298 from 8,909

Change-4,611 (-52%)

Value$111.5K (-$131.2K)

Filed 2026-10-30

Private Trust Co NA

UNCHANGED

Shares2,950 from 2,950

Change0 (0%)

Value$76.5K (-$3.9K)

Filed 2026-10-20

CoreCap Advisors, LLC

INCREASED

Shares2,784 from 2,359

Change+425 (+18%)

Value$72.2K (+$8.0K)

Filed 2026-10-08

IFP Advisors, Inc

INCREASED

Shares2,631 from 2,592

Change+39 (+2%)

Value$68.2K (-$2.4K)

Filed 2026-10-16

Y.D. More Investments Ltd

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$51.9K (-$2.6K)

Filed 2026-11-02

Rossby Financial, LCC

INCREASED

Shares1,899 from 26

Change+1,873 (+7204%)

Value$49.2K (+$48.5K)

Filed 2026-11-05

Beacon Financial Strategies Corp

UNCHANGED

Shares1,825 from 1,825

Change0 (0%)

Value$47.3K (-$2.4K)

Filed 2026-10-14

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,725 from 1,725

Change0 (0%)

Value$44.7K (-$2.3K)

Filed 2026-10-23

Nova Financial LLC

NEW

Shares1,641

Change+1,641

Value$42.6K

Filed 2026-11-04

Gilpin Wealth Management, LLC

DECREASED

Shares1,423 from 1,628

Change-205 (-13%)

Value$36.9K (-$7.4K)

Filed 2026-10-09

Asset Dedication, LLC

UNCHANGED

Shares1,292 from 1,292

Change0 (0%)

Value$33.5K (-$1.7K)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares1,231

Change+1,231

Value$31.9K

Filed 2026-10-21

Creative Financial Designs Inc

INCREASED

Shares1,208 from 824

Change+384 (+47%)

Value$31.3K (+$8.9K)

Filed 2026-11-04

Wolff Wiese Magana LLC

INCREASED

Shares1,024 from 802

Change+222 (+28%)

Value$26.5K (+$4.7K)

Filed 2026-10-15

Signature Resources Capital Management, LLC

UNCHANGED

Shares788 from 788

Change0 (0%)

Value$20.4K (-$1.0K)

Filed 2026-10-16

Triumph Capital Management

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$16.9K (-$852)

Filed 2026-10-14

SBI Securities Co., Ltd.

INCREASED

Shares576 from 101

Change+475 (+470%)

Value$14.9K (+$12.2K)

Filed 2026-10-22

Simplex Trading, LLC

DECREASED

Shares558 from 1,501

Change-943 (-63%)

Value$14.5K (-$26.4K)

Filed 2026-11-04

Cullen T Bankers, Inc.

NEW

Shares544

Change+544

Value$14.1K

Filed 2026-10-28

Ameliora Wealth Management Ltd.

UNCHANGED

Shares506 from 506

Change0 (0%)

Value$13.1K (-$662)

Filed 2026-10-23

Blue Trust, Inc.

UNCHANGED

Shares453 from 453

Change0 (0%)

Value$11.7K (-$594)

Filed 2026-10-15

Kroeger Financial Partners

DECREASED

Shares434 from 4,224

Change-3,790 (-90%)

Value$11.3K (-$103.8K)

Filed 2026-10-19

Rosenberg Matthew Hamilton

DECREASED

Shares432 from 441

Change-9 (-2%)

Value$11.2K (-$811)

Filed 2026-10-05

NBT Bank, N.A.

UNCHANGED

Shares374 from 374

Change0 (0%)

Value$9.7K (-$490)

Filed 2026-10-21

Ashton Thomas Private Wealth, LLC

NEW

Shares372

Change+372

Value$9.6K

Filed 2026-11-03

Cape Investment Advisory, Inc.

UNCHANGED

Shares359 from 359

Change0 (0%)

Value$9.3K (-$470)

Filed 2026-10-13

TD Waterhouse Canada Inc.

UNCHANGED

Shares278 from 278

Change0 (0%)

Value$7.2K (-$375)

Filed 2026-10-16

Latitude Advisors, LLC

NEW

Shares181

Change+181

Value$4.7K

Filed 2026-10-27

Archer Investment Corp

UNCHANGED

Shares142 from 142

Change0 (0%)

Value$3.7K (-$186)

Filed 2026-11-05

Compass Financial Management LLC

UNCHANGED

Shares94 from 94

Change0 (0%)

Value$2.4K (-$124)

Filed 2026-10-30

Nfsg Corp

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$1.8K (-$91)

Filed 2026-10-15

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$1.4K (-$70)

Filed 2026-11-02

Signaturefd, LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$1.1K (-$55)

Filed 2026-10-23

Capital Investment Advisory Services, LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$804 (-$40)

Filed 2026-10-30

Grove Bank & Trust

NEW

Shares27

Change+27

Value$700

Filed 2026-10-08

Markowski Investments

NEW

Shares25

Change+25

Value$648

Filed 2026-10-30

Concord Wealth Partners

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$259 (-$13)

Filed 2026-11-02

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$260 (-$13)

Filed 2026-10-23

Retirement Wealth Solutions LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$111 (-$4)

Filed 2026-10-07

EverSource Wealth Advisors, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$90 (-$3)

Filed 2026-11-04

Heritage Family Offices, LLP

NEW

Shares2

Change+2

Value$52

Filed 2026-11-02

Kingdom Financial Group Llc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$52 (-$2)

Filed 2026-11-04

Thrivent Financial for Lutherans

CLOSED

Shares0 from 179,144

Change-179,144 (-100%)

Value$0 (-$4.9M)

Filed 2026-11-05

Client First Investment Management LLC

CLOSED

Shares0 from 139,127

Change-139,127 (-100%)

Value$0 (-$3.8M)

Filed 2026-10-09

Scarborough Advisors, LLC

CLOSED

Shares0 from 78,324

Change-78,324 (-100%)

Value$0 (-$2.1M)

Filed 2026-10-16

Synergy Asset Management, LLC

CLOSED

Shares0 from 72,698

Change-72,698 (-100%)

Value$0 (-$2.0M)

Filed 2026-11-05

AXS Investments LLC

CLOSED

Shares0 from 63,035

Change-63,035 (-100%)

Value$0 (-$1.7M)

Filed 2026-11-04

Annex Advisory Services, LLC

CLOSED

Shares0 from 27,476

Change-27,476 (-100%)

Value$0 (-$748.4K)

Filed 2026-10-16

Manchester Capital Management LLC

CLOSED

Shares0 from 13,450

Change-13,450 (-100%)

Value$0 (-$366.4K)

Filed 2026-10-22

Plan Group Financial, LLC

CLOSED

Shares0 from 12,744

Change-12,744 (-100%)

Value$0 (-$347.1K)

Filed 2026-10-22

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 12,428

Change-12,428 (-100%)

Value$0 (-$338.5K)

Filed 2026-10-21

SteelPeak Wealth, LLC

CLOSED

Shares0 from 10,130

Change-10,130 (-100%)

Value$0 (-$275.9K)

Filed 2026-10-16

Sovran Advisors, LLC

CLOSED

Shares0 from 7,710

Change-7,710 (-100%)

Value$0 (-$207.8K)

Filed 2026-11-02

Hohimer Wealth Management, LLC

CLOSED

Shares0 from 7,694

Change-7,694 (-100%)

Value$0 (-$209.6K)

Filed 2026-11-04

Saxony Capital Management, LLC

CLOSED

Shares0 from 7,453

Change-7,453 (-100%)

Value$0 (-$203.0K)

Filed 2026-10-15

International Assets Investment Management, LLC

CLOSED

Shares0 from 4,668

Change-4,668 (-100%)

Value$0 (-$126.6K)

Filed 2026-11-02

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 2,553

Change-2,553 (-100%)

Value$0 (-$69.5K)

Filed 2026-10-07

Maseco LLP

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$463)

Filed 2026-10-27

Bank of America Corp

N/A

Shares— from 7,342,032

Change-7,342,032 (-100%)

Value—

Municipal Employees' Retirement System of Michigan

N/A

Shares— from 4,657,064

Change-4,657,064 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,590,537

Change-4,590,537 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 2,075,724

Change-2,075,724 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,285,303

Change-1,285,303 (-100%)

Value—

ESL Trust Services, LLC

N/A

Shares— from 1,241,649

Change-1,241,649 (-100%)

Value—

Potomac Fund Management Inc

N/A

Shares— from 1,098,300

Change-1,098,300 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 907,827

Change-907,827 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 733,783

Change-733,783 (-100%)

Value—

Baker Avenue Asset Management, LP

N/A

Shares— from 703,879

Change-703,879 (-100%)

Value—

UBS Group AG

N/A

Shares— from 648,895

Change-648,895 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 604,624

Change-604,624 (-100%)

Value—

Toews Corp

N/A

Shares— from 603,900

Change-603,900 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 532,067

Change-532,067 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 472,066

Change-472,066 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 402,800

Change-402,800 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 398,716

Change-398,716 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 349,138

Change-349,138 (-100%)

Value—

Prepared Retirement Institute LLC

N/A

Shares— from 268,819

Change-268,819 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 248,381

Change-248,381 (-100%)

Value—

Petix & Botte Co

N/A

Shares— from 234,674

Change-234,674 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 232,824

Change-232,824 (-100%)

Value—

Trustmark Bank Trust Department

N/A

Shares— from 170,249

Change-170,249 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 164,446

Change-164,446 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 163,778

Change-163,778 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 156,786

Change-156,786 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 146,752

Change-146,752 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 144,571

Change-144,571 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 144,351

Change-144,351 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 132,057

Change-132,057 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 124,200

Change-124,200 (-100%)

Value—

Glassy Mountain Advisors, Inc.

N/A

Shares— from 121,088

Change-121,088 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 114,613

Change-114,613 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 113,833

Change-113,833 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 110,693

Change-110,693 (-100%)

Value—

D L Carlson Investment Group Inc

N/A

Shares— from 104,703

Change-104,703 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 104,262

Change-104,262 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 99,345

Change-99,345 (-100%)

Value—

&partners

N/A

Shares— from 96,159

Change-96,159 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 95,974

Change-95,974 (-100%)

Value—

Addison Capital Co

N/A

Shares— from 94,845

Change-94,845 (-100%)

Value—

Novare Capital Management LLC

N/A

Shares— from 93,579

Change-93,579 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 90,915

Change-90,915 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 86,617

Change-86,617 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 82,039

Change-82,039 (-100%)

Value—

Mount Lucas Management LP

N/A

Shares— from 81,403

Change-81,403 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 75,089

Change-75,089 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 74,491

Change-74,491 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 73,414

Change-73,414 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 73,149

Change-73,149 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 72,478

Change-72,478 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 65,015

Change-65,015 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 64,889

Change-64,889 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 53,522

Change-53,522 (-100%)

Value—

Seaview Investment Managers LLC

N/A

Shares— from 53,339

Change-53,339 (-100%)

Value—

Allie Family Office LLC

N/A

Shares— from 53,252

Change-53,252 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 52,558

Change-52,558 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 44,897

Change-44,897 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 41,855

Change-41,855 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 40,656

Change-40,656 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 39,732

Change-39,732 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 38,475

Change-38,475 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 38,297

Change-38,297 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 32,681

Change-32,681 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 32,642

Change-32,642 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 31,691

Change-31,691 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 29,726

Change-29,726 (-100%)

Value—

Wilson & Boucher Capital Management, LLC

N/A

Shares— from 27,500

Change-27,500 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 26,508

Change-26,508 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 25,758

Change-25,758 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 25,607

Change-25,607 (-100%)

Value—

First Citizens Asset Management, Inc.

N/A

Shares— from 24,267

Change-24,267 (-100%)

Value—

Hyundai Investments Co., Ltd.

N/A

Shares— from 24,116

Change-24,116 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 23,227

Change-23,227 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 22,840

Change-22,840 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 22,558

Change-22,558 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 20,139

Change-20,139 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 20,101

Change-20,101 (-100%)

Value—

Mmbg Investment Advisors Co.

N/A

Shares— from 19,095

Change-19,095 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 17,266

Change-17,266 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 16,883

Change-16,883 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 16,631

Change-16,631 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 15,370

Change-15,370 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 15,077

Change-15,077 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 14,988

Change-14,988 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 14,724

Change-14,724 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 14,638

Change-14,638 (-100%)

Value—

Balanced Rock Investment Advisors LLC

N/A

Shares— from 13,631

Change-13,631 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 13,476

Change-13,476 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 13,176

Change-13,176 (-100%)

Value—

Zinnia Wealth Advisory, LLC

N/A

Shares— from 13,151

Change-13,151 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 12,652

Change-12,652 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 12,480

Change-12,480 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 11,846

Change-11,846 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 11,822

Change-11,822 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 11,766

Change-11,766 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 11,750

Change-11,750 (-100%)

Value—

Liberty Square Wealth Partners LLC

N/A

Shares— from 11,373

Change-11,373 (-100%)

Value—

Van Diest Capital, LLC

N/A

Shares— from 11,334

Change-11,334 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 11,290

Change-11,290 (-100%)

Value—

Invst, LLC

N/A

Shares— from 10,718

Change-10,718 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 9,589

Change-9,589 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 9,531

Change-9,531 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 9,510

Change-9,510 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 8,895

Change-8,895 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 8,767

Change-8,767 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 8,703

Change-8,703 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 8,412

Change-8,412 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 8,400

Change-8,400 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,269

Change-8,269 (-100%)

Value—

Dorsey & Whitney Trust Co LLC

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 7,910

Change-7,910 (-100%)

Value—

Storen Legacy Partners, LLC

N/A

Shares— from 7,833

Change-7,833 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,471

Change-6,471 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,441

Change-6,441 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,155

Change-5,155 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 5,099

Change-5,099 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 4,864

Change-4,864 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 3,856

Change-3,856 (-100%)

Value—

Philadelphia Investment Partners, LLC

N/A

Shares— from 3,490

Change-3,490 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 3,490

Change-3,490 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 3,468

Change-3,468 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,433

Change-3,433 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 2,713

Change-2,713 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 2,522

Change-2,522 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,923

Change-1,923 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,257

Change-1,257 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 1,238

Change-1,238 (-100%)

Value—

Wellington Grp LLC

N/A

Shares— from 979

Change-979 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 863

Change-863 (-100%)

Value—

Bravera Wealth

N/A

Shares— from 734

Change-734 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 680

Change-680 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 571

Change-571 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 544

Change-544 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 484

Change-484 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 350

Change-350 (-100%)

Value—

Blair William & Co

N/A

Shares— from 247

Change-247 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 226

Change-226 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 152

Change-152 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 145

Change-145 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 27

Change-27 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 12

Change-12 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 6

Change-6 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 0

Change0

Value—

Boreal Capital Management LLC

N/A

Shares— from 0

Change0

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	758,623	679,267	+79,356	+12%	$18.5M	$19.7K	-$18.5M	2026-11-02
Novem Group	INCREASED	726,067	687,045	+39,022	+6%	$18.7M	$18.8M	+$111.8K	2026-10-19
Creative Planning	DECREASED	495,276	498,771	-3,495	-1%	$13.6M	$12.8M	-$744.0K	2026-11-02
State of New Jersey Common Pension Fund D	DECREASED	475,000	525,000	-50,000	-10%	$14.3M	$12.3M	-$2.0M	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	442,220	424,095	+18,125	+4%	$11.6M	$11.5M	-$85.6K	2026-11-02
Breakwater Capital Group	DECREASED	379,907	385,762	-5,855	-2%	$10.5M	$9.9M	-$657.2K	2026-10-09
HF Advisory Group, LLC	INCREASED	322,026	294,108	+27,918	+9%	$8.0M	$8.4M	+$338.6K	2026-10-09
Independence Financial Advisors, LLC	INCREASED	278,978	256,955	+22,023	+9%	$7.0M	$7.2M	+$234.5K	2026-10-08
Capital Wealth Management, LLC	DECREASED	261,763	266,540	-4,777	-2%	$7.3M	$6.8M	-$473.0K	2026-10-27
Bridgelight Financial Advisors, Inc.	INCREASED	249,493	241,424	+8,069	+3%	$6.6M	$6.5M	-$107.0K	2026-10-20
First Citizens Bank & Trust Co	DECREASED	188,614	197,913	-9,299	-5%	$5.4M	$4.9M	-$500.4K	2026-10-14
Liberty Atlantic Advisors LLC	INCREASED	180,314	154,970	+25,344	+16%	$4.2M	$4.7M	+$454.2K	2026-10-14
Asset Allocation Strategies LLC	DECREASED	168,074	168,821	-747	0%	$4.6M	$4.4M	-$240.5K	2026-10-20
Insight Wealth Partners, LLC	INCREASED	166,181	156,998	+9,183	+6%	$4.3M	$4.3M	+$32.5K	2026-10-26
Commonwealth Financial Services, LLC	DECREASED	164,262	227,881	-63,619	-28%	$6.2M	$4.3M	-$1.9M	2026-10-20
Ignite Planners, LLC	INCREASED	157,354	136,451	+20,903	+15%	$3.7M	$4.1M	+$353.1K	2026-10-14
US Bancorp \de\	INCREASED	156,100	134,349	+21,751	+16%	$3.7M	$4.0M	+$387.9K	2026-11-05
Simplicity Wealth,LLC	INCREASED	143,316	45,985	+97,331	+212%	$1.3M	$3.7M	+$2.5M	2026-10-23
Diversify Wealth Management, LLC	INCREASED	143,246	140,333	+2,913	+2%	$3.8M	$3.7M	-$74.9K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	143,246	140,333	+2,913	+2%	$3.8M	$3.7M	-$74.9K	2026-10-20
Assetmark, Inc	DECREASED	139,731	149,446	-9,715	-6%	$4.1M	$3.6M	-$447.7K	2026-10-21
Kraematon Investment Advisors, Inc	INCREASED	127,980	127,153	+827	+1%	$3.5M	$3.3M	-$145.1K	2026-11-02
Cornerstone Planning Group LLC	INCREASED	111,065	107,505	+3,560	+3%	$2.9M	$2.9M	-$22.2K	2026-10-16
Perigon Wealth Management, LLC	DECREASED	109,368	110,414	-1,046	-1%	$3.0M	$2.8M	-$171.8K	2026-10-22
Kestra Advisory Services, LLC	DECREASED	107,270	114,186	-6,916	-6%	$3.1M	$2.8M	-$328.9K	2026-11-02
Parcion Private Wealth LLC	INCREASED	97,812	95,864	+1,948	+2%	$2.6M	$2.5M	-$75.1K	2026-10-28
Ashton Thomas Securities, LLC	NEW	83,736	—	+83,736	—	—	$2.2M	—	2026-10-26
Wealth Enhancement Advisory Services, LLC	DECREASED	81,144	262,227	-181,083	-69%	$7.1M	$2.1M	-$5.0M	2026-10-13
Sherry Group, Inc.	INCREASED	80,215	79,609	+606	+1%	$2.2M	$2.1M	-$88.3K	2026-10-09
Integrity Wealth Advisors, Inc.	NEW	78,427	—	+78,427	—	—	$2.0M	—	2026-10-29
Forte Asset Management LLC	UNCHANGED	78,000	78,000	0	0%	$2.1M	$2.0M	-$102.2K	2026-10-13
Focus Wealth Advisors, LLC	INCREASED	75,889	75,197	+692	+1%	$2.0M	$2.0M	-$80.6K	2026-10-14
Guidance Capital, Inc	DECREASED	71,017	71,944	-927	-1%	$2.0M	$1.8M	-$121.0K	2026-11-03
Coastline Trust Co	DECREASED	68,060	79,820	-11,760	-15%	$2.2M	$1.8M	-$409.5K	2026-10-01
Fifth Third Securities, Inc.	DECREASED	62,804	64,503	-1,699	-3%	$1.8M	$1.6M	-$128.5K	2026-10-21
Mather Group, Llc.	DECREASED	58,228	58,545	-317	-1%	$1.6M	$1.5M	-$84.9K	2026-10-14
Park Avenue Securities LLC	INCREASED	57,551	7,395	+50,156	+678%	$201.0K	$1.5K	-$199.5K	2026-10-26
Wealth Advisory Solutions, LLC	INCREASED	53,724	53,105	+619	+1%	$1.4M	$1.4M	-$53.5K	2026-10-20
Fifth Third Bancorp	DECREASED	53,381	56,761	-3,380	-6%	$1.5M	$1.4M	-$162.0K	2026-11-05
Ddfg, Inc	INCREASED	53,110	52,890	+220	+0%	$1.4M	$1.4M	-$63.6K	2026-10-15
Insight Advisors, LLC/ PA	INCREASED	50,217	48,034	+2,183	+5%	$1.3M	$1.3M	-$6.3K	2026-10-22
Altura Wealth Advisors Inc.	INCREASED	45,763	16,279	+29,484	+181%	$443.4K	$1.2M	+$743.2K	2026-10-22
Valley Wealth Managers, Inc.	INCREASED	45,738	30,181	+15,557	+52%	$822.1K	$1.2M	+$363.9K	2026-10-09
M.E. Allison & Co., Inc.	INCREASED	45,264	45,222	+42	+0%	$1.2M	$1.2M	-$58.2K	2026-10-09
Farther Finance Advisors, LLC	DECREASED	42,615	46,180	-3,565	-8%	$1.3M	$1.1M	-$152.9K	2026-10-08
Centurion Wealth Management LLC	INCREASED	42,556	40,625	+1,931	+5%	$1.1M	$1.1M	-$3.1K	2026-10-13
D.A. Davidson & Co.	INCREASED	42,192	40,862	+1,330	+3%	$1.1M	$1.1M	-$19.1K	2026-10-28
Kaizen Financial Strategies	INCREASED	37,517	23,464	+14,053	+60%	$636.3K	$972.8K	+$336.5K	2026-10-09
Avior Wealth Management, LLC	INCREASED	37,326	24,490	+12,836	+52%	$667.1K	$967.9K	+$300.7K	2026-10-13
Ascentis Independent Advisors	NEW	37,086	—	+37,086	—	—	$961.6K	—	2026-11-03
OpenArc Corporate Advisory, LLC	DECREASED	37,074	38,064	-990	-3%	$1.0M	$961.3K	-$75.5K	2026-10-21
Eddie Patel Inc	INCREASED	35,844	18,157	+17,687	+97%	$494.6K	$929.4K	+$434.9K	2026-11-02
TriaGen Wealth Management LLC	INCREASED	35,740	33,667	+2,073	+6%	$917.1K	$926.7K	+$9.6K	2026-10-14
LexAurum Advisors, LLC	INCREASED	33,111	29,992	+3,119	+10%	$817.0K	$858.6K	+$41.6K	2026-10-19
Cornerstone Wealth Management, LLC	INCREASED	32,983	22,563	+10,420	+46%	$614.6K	$855.2K	+$240.6K	2026-11-04
Oppenheimer & Co Inc	DECREASED	32,504	34,210	-1,706	-5%	$931.9K	$842.8K	-$89.1K	2026-10-26
Meridian Financial Advisors, LLC	INCREASED	30,570	27,455	+3,115	+11%	$747.9K	$792.7K	+$44.8K	2026-10-14
Prime Capital Investment Advisors, LLC	DECREASED	30,058	30,276	-218	-1%	$824.7K	$779.4K	-$45.3K	2026-10-20
Ballast Rock Private Wealth LLC	INCREASED	29,244	28,392	+852	+3%	$773.4K	$758.3K	-$15.1K	2026-10-26
PUREfi Wealth, LLC	INCREASED	28,865	25,865	+3,000	+12%	$704.6K	$748.5K	+$43.9K	2026-10-19
Concurrent Investment Advisors, LLC	DECREASED	27,931	49,733	-21,802	-44%	$1.4M	$724.2K	-$630.5K	2026-10-16
Outlook Wealth Advisors, LLC	INCREASED	27,216	26,082	+1,134	+4%	$710.5K	$705.7K	-$4.8K	2026-10-28
Bright Futures Wealth Management, Llc.	INCREASED	27,001	26,705	+296	+1%	$727.4K	$700.1K	-$27.3K	2026-10-23
Yoder Wealth Management, Inc.	DECREASED	26,846	26,946	-100	0%	$734.0K	$696.1K	-$37.9K	2026-10-13
Western Financial Corp	DECREASED	25,969	26,187	-218	-1%	$713.3K	$673.4K	-$39.9K	2026-10-14
Exchange Bank	UNCHANGED	24,979	24,979	0	0%	$680.4K	$647.7K	-$32.7K	2026-10-07
Herold Advisors, Inc.	INCREASED	24,294	22,140	+2,154	+10%	$602.0K	$629.9K	+$27.9K	2026-10-19
Absolute Capital Management, LLC	DECREASED	24,076	25,398	-1,322	-5%	$691.8K	$624.3K	-$67.5K	2026-10-16
Beacon Financial Advisory LLC	INCREASED	23,829	21,864	+1,965	+9%	$595.6K	$617.9K	+$22.3K	2026-10-16
L.K. Benson & Company, P.C.	INCREASED	22,418	22,164	+254	+1%	$603.8K	$581.3K	-$22.5K	2026-10-23
Dynamic Advisor Solutions LLC	DECREASED	22,129	24,399	-2,270	-9%	$664.6K	$573.8K	-$90.8K	2026-10-13
Brookstone Capital Management	DECREASED	20,967	25,620	-4,653	-18%	$697.9K	$543.7K	-$154.2K	2026-10-22
Symphony Financial, Ltd. Co.	DECREASED	18,176	27,111	-8,935	-33%	$738.4K	$473.5K	-$265.0K	2026-10-22
Bauman Advisory Group, LLC	NEW	16,564	—	+16,564	—	—	$429.5K	—	2026-10-29
Independent Financial Group, LLC	INCREASED	16,082	16,075	+7	+0%	$437.9K	$417.0K	-$20.9K	2026-10-13
Cedar Point Capital Partners, LLC	INCREASED	15,716	14,818	+898	+6%	$403.6K	$407.5K	+$3.9K	2026-10-29
Prospera Financial Services Inc	INCREASED	15,223	11,345	+3,878	+34%	$309.0K	$394.8K	+$85.7K	2026-11-04
ETF Store, Inc.	INCREASED	15,174	7,742	+7,432	+96%	$210.9K	$393.5K	+$182.6K	2026-10-19
Community Bank & Trust, Waco, Texas	INCREASED	14,327	13,049	+1,278	+10%	$355.0K	$371	-$354.6K	2026-10-19
J.W. Cole Advisors, Inc.	UNCHANGED	13,808	13,808	0	0%	$376.1K	$358.0K	-$18.1K	2026-11-05
Mcdonald Partners LLC	UNCHANGED	13,265	13,265	0	0%	$361.3K	$344.0K	-$17.4K	2026-11-03
Redhawk Wealth Advisors, Inc.	NEW	13,067	—	+13,067	—	—	$338.8K	—	2026-10-14
Clear Creek Financial Management, LLC	NEW	12,905	—	+12,905	—	—	$334.6K	—	2026-10-28
Box Hill Private Wealth LLC	INCREASED	12,118	11,635	+483	+4%	$316.9K	$314.2K	-$2.7K	2026-10-05
Intergy Private Wealth, LLC	INCREASED	11,738	10,573	+1,165	+11%	$288.0K	$304.4K	+$16.4K	2026-10-16
Bank of New York Mellon Corp	DECREASED	11,549	11,574	-25	0%	$315.3K	$299.5K	-$15.8K	2026-11-05
Client 1ST Advisory Group, LLC	DECREASED	11,156	21,069	-9,913	-47%	$573.9K	$289.3K	-$284.6K	2026-10-19
Infinity Wealth Counsel, LLC	DECREASED	11,050	11,460	-410	-4%	$312.2K	$286.5K	-$25.6K	2026-10-15
Winebrenner Capital Management LLC	INCREASED	10,548	10,472	+76	+1%	$285.3K	$273.5K	-$11.7K	2026-10-07
Nadler Financial Group, Inc.	NEW	10,187	—	+10,187	—	—	$264.2K	—	2026-10-23
Vontobel Holding Ltd.	UNCHANGED	10,000	10,000	0	0%	$272.4K	$259.3K	-$13.1K	2026-10-16
B. Riley Wealth Advisors, Inc.	INCREASED	9,953	9,876	+77	+1%	$269.0K	$258.1K	-$10.9K	2026-10-13
Parallel Advisors, LLC	DECREASED	9,711	9,914	-203	-2%	$270.1K	$251.8K	-$18.3K	2026-11-03
Live Oak Investment Partners	INCREASED	9,504	9,270	+234	+3%	$252.5K	$246.4K	-$6.1K	2026-10-23
Sigma Planning Corp	DECREASED	9,090	9,525	-435	-5%	$259.5K	$235.7K	-$23.8K	2026-10-23
ATX Financial Planning, LLC	DECREASED	8,940	93,146	-84,206	-90%	$2.5M	$231.8K	-$2.3M	2026-10-14
Columbia Advisory Partners LLC	INCREASED	8,622	7,621	+1,001	+13%	$207.6K	$223.6K	+$16.0K	2026-10-15
Patriot Investment Management Group, Inc.	INCREASED	8,539	8,049	+490	+6%	$219.3K	$221.4K	+$2.2K	2026-10-15
Central Trust Co	UNCHANGED	8,500	8,500	0	0%	$231.5K	$220.4K	-$11.1K	2026-11-05
Global Assets Advisory, LLC	INCREASED	8,499	7,874	+625	+8%	$213.5K	$219.0K	+$5.5K	2026-10-28
Truist Financial Corp	DECREASED	8,459	9,105	-646	-7%	$248.0K	$219.3K	-$28.7K	2026-10-30
Apollon Wealth Management, LLC	INCREASED	8,366	8,167	+199	+2%	$222.5K	$216.9K	-$5.5K	2026-10-23
PFG Advisors	DECREASED	8,361	10,413	-2,052	-20%	$283.6K	$216.8K	-$66.8K	2026-10-16
Signal Advisors Wealth, LLC	DECREASED	8,185	9,388	-1,203	-13%	$255.7K	$212.2K	-$43.5K	2026-10-13
AlphaCentric Advisors LLC	DECREASED	7,231	12,184	-4,953	-41%	$331.9K	$187.5K	-$144.4K	2026-11-03
Citigroup Inc	INCREASED	6,981	4,738	+2,243	+47%	$129.1K	$181.0K	+$52.0K	2026-11-04
Bank of New Hampshire	DECREASED	6,955	7,081	-126	-2%	$192.9K	$180.3K	-$12.5K	2026-10-06
Winthrop Capital Management, LLC	UNCHANGED	4,740	4,740	0	0%	$129.0K	$122.9K	-$6.1K	2026-11-05
Spire Wealth Management	DECREASED	4,298	8,909	-4,611	-52%	$242.7K	$111.5K	-$131.2K	2026-10-30
Private Trust Co NA	UNCHANGED	2,950	2,950	0	0%	$80.4K	$76.5K	-$3.9K	2026-10-20
CoreCap Advisors, LLC	INCREASED	2,784	2,359	+425	+18%	$64.3K	$72.2K	+$8.0K	2026-10-08
IFP Advisors, Inc	INCREASED	2,631	2,592	+39	+2%	$70.6K	$68.2K	-$2.4K	2026-10-16
Y.D. More Investments Ltd	UNCHANGED	2,000	2,000	0	0%	$54.5K	$51.9K	-$2.6K	2026-11-02
Rossby Financial, LCC	INCREASED	1,899	26	+1,873	+7204%	$708	$49.2K	+$48.5K	2026-11-05
Beacon Financial Strategies Corp	UNCHANGED	1,825	1,825	0	0%	$49.7K	$47.3K	-$2.4K	2026-10-14
Wilmington Savings Fund Society, FSB	UNCHANGED	1,725	1,725	0	0%	$47.0K	$44.7K	-$2.3K	2026-10-23
Nova Financial LLC	NEW	1,641	—	+1,641	—	—	$42.6K	—	2026-11-04
Gilpin Wealth Management, LLC	DECREASED	1,423	1,628	-205	-13%	$44.3K	$36.9K	-$7.4K	2026-10-09
Asset Dedication, LLC	UNCHANGED	1,292	1,292	0	0%	$35.2K	$33.5K	-$1.7K	2026-11-03
Root Financial Partners, LLC	NEW	1,231	—	+1,231	—	—	$31.9K	—	2026-10-21
Creative Financial Designs Inc	INCREASED	1,208	824	+384	+47%	$22.4K	$31.3K	+$8.9K	2026-11-04
Wolff Wiese Magana LLC	INCREASED	1,024	802	+222	+28%	$21.8K	$26.5K	+$4.7K	2026-10-15
Signature Resources Capital Management, LLC	UNCHANGED	788	788	0	0%	$21.5K	$20.4K	-$1.0K	2026-10-16
Triumph Capital Management	UNCHANGED	650	650	0	0%	$17.7K	$16.9K	-$852	2026-10-14
SBI Securities Co., Ltd.	INCREASED	576	101	+475	+470%	$2.8K	$14.9K	+$12.2K	2026-10-22
Simplex Trading, LLC	DECREASED	558	1,501	-943	-63%	$40.9K	$14.5K	-$26.4K	2026-11-04
Cullen T Bankers, Inc.	NEW	544	—	+544	—	—	$14.1K	—	2026-10-28
Ameliora Wealth Management Ltd.	UNCHANGED	506	506	0	0%	$13.8K	$13.1K	-$662	2026-10-23
Blue Trust, Inc.	UNCHANGED	453	453	0	0%	$12.3K	$11.7K	-$594	2026-10-15
Kroeger Financial Partners	DECREASED	434	4,224	-3,790	-90%	$115.1K	$11.3K	-$103.8K	2026-10-19
Rosenberg Matthew Hamilton	DECREASED	432	441	-9	-2%	$12.0K	$11.2K	-$811	2026-10-05
NBT Bank, N.A.	UNCHANGED	374	374	0	0%	$10.2K	$9.7K	-$490	2026-10-21
Ashton Thomas Private Wealth, LLC	NEW	372	—	+372	—	—	$9.6K	—	2026-11-03
Cape Investment Advisory, Inc.	UNCHANGED	359	359	0	0%	$9.8K	$9.3K	-$470	2026-10-13
TD Waterhouse Canada Inc.	UNCHANGED	278	278	0	0%	$7.5K	$7.2K	-$375	2026-10-16
Latitude Advisors, LLC	NEW	181	—	+181	—	—	$4.7K	—	2026-10-27
Archer Investment Corp	UNCHANGED	142	142	0	0%	$3.9K	$3.7K	-$186	2026-11-05
Compass Financial Management LLC	UNCHANGED	94	94	0	0%	$2.6K	$2.4K	-$124	2026-10-30
Nfsg Corp	UNCHANGED	69	69	0	0%	$1.9K	$1.8K	-$91	2026-10-15
Quest 10 Wealth Builders, Inc.	UNCHANGED	53	53	0	0%	$1.4K	$1.4K	-$70	2026-11-02
Signaturefd, LLC	UNCHANGED	42	42	0	0%	$1.1K	$1.1K	-$55	2026-10-23
Capital Investment Advisory Services, LLC	UNCHANGED	31	31	0	0%	$844	$804	-$40	2026-10-30
Grove Bank & Trust	NEW	27	—	+27	—	—	$700	—	2026-10-08
Markowski Investments	NEW	25	—	+25	—	—	$648	—	2026-10-30
Concord Wealth Partners	UNCHANGED	10	10	0	0%	$272	$259	-$13	2026-11-02
Dhjj Financial Advisors, Ltd.	UNCHANGED	10	10	0	0%	$273	$260	-$13	2026-10-23
Retirement Wealth Solutions LLC	UNCHANGED	4	4	0	0%	$115	$111	-$4	2026-10-07
EverSource Wealth Advisors, LLC	UNCHANGED	3	3	0	0%	$93	$90	-$3	2026-11-04
Heritage Family Offices, LLP	NEW	2	—	+2	—	—	$52	—	2026-11-02
Kingdom Financial Group Llc.	UNCHANGED	2	2	0	0%	$54	$52	-$2	2026-11-04
Thrivent Financial for Lutherans	CLOSED	0	179,144	-179,144	-100%	$4.9M	$0	-$4.9M	2026-11-05
Client First Investment Management LLC	CLOSED	0	139,127	-139,127	-100%	$3.8M	$0	-$3.8M	2026-10-09
Scarborough Advisors, LLC	CLOSED	0	78,324	-78,324	-100%	$2.1M	$0	-$2.1M	2026-10-16
Synergy Asset Management, LLC	CLOSED	0	72,698	-72,698	-100%	$2.0M	$0	-$2.0M	2026-11-05
AXS Investments LLC	CLOSED	0	63,035	-63,035	-100%	$1.7M	$0	-$1.7M	2026-11-04
Annex Advisory Services, LLC	CLOSED	0	27,476	-27,476	-100%	$748.4K	$0	-$748.4K	2026-10-16
Manchester Capital Management LLC	CLOSED	0	13,450	-13,450	-100%	$366.4K	$0	-$366.4K	2026-10-22
Plan Group Financial, LLC	CLOSED	0	12,744	-12,744	-100%	$347.1K	$0	-$347.1K	2026-10-22
Wealthcare Advisory Partners LLC	CLOSED	0	12,428	-12,428	-100%	$338.5K	$0	-$338.5K	2026-10-21
SteelPeak Wealth, LLC	CLOSED	0	10,130	-10,130	-100%	$275.9K	$0	-$275.9K	2026-10-16
Sovran Advisors, LLC	CLOSED	0	7,710	-7,710	-100%	$207.8K	$0	-$207.8K	2026-11-02
Hohimer Wealth Management, LLC	CLOSED	0	7,694	-7,694	-100%	$209.6K	$0	-$209.6K	2026-11-04
Saxony Capital Management, LLC	CLOSED	0	7,453	-7,453	-100%	$203.0K	$0	-$203.0K	2026-10-15
International Assets Investment Management, LLC	CLOSED	0	4,668	-4,668	-100%	$126.6K	$0	-$126.6K	2026-11-02
Wealth Enhancement Trust Services, Inc.	CLOSED	0	2,553	-2,553	-100%	$69.5K	$0	-$69.5K	2026-10-07
Maseco LLP	CLOSED	0	17	-17	-100%	$463	$0	-$463	2026-10-27
Bank of America Corp	N/A	—	7,342,032	-7,342,032	-100%	$200.0M	—	—	—
Municipal Employees' Retirement System of Michigan	N/A	—	4,657,064	-4,657,064	-100%	$126.9M	—	—	—
Morgan Stanley	N/A	—	4,590,537	-4,590,537	-100%	$125.0M	—	—	—
LPL Financial LLC	N/A	—	2,075,724	-2,075,724	-100%	$56.5M	—	—	—
Allworth Financial LP	N/A	—	1,285,303	-1,285,303	-100%	$35.0M	—	—	—
ESL Trust Services, LLC	N/A	—	1,241,649	-1,241,649	-100%	$33.8M	—	—	—
Potomac Fund Management Inc	N/A	—	1,098,300	-1,098,300	-100%	$29.9M	—	—	—
Alliancebernstein L.P.	N/A	—	907,827	-907,827	-100%	$24.3M	—	—	—
BlackRock, Inc.	N/A	—	733,783	-733,783	-100%	$20.0M	—	—	—
Baker Avenue Asset Management, LP	N/A	—	703,879	-703,879	-100%	$19.2M	—	—	—
UBS Group AG	N/A	—	648,895	-648,895	-100%	$17.7M	—	—	—
Ameriprise Financial Inc	N/A	—	604,624	-604,624	-100%	$16.5M	—	—	—
Toews Corp	N/A	—	603,900	-603,900	-100%	$16.5M	—	—	—
Cetera Investment Advisers	N/A	—	532,067	-532,067	-100%	$14.5M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	472,066	-472,066	-100%	$12.9M	—	—	—
Nomura Asset Management Co LTD	N/A	—	402,800	-402,800	-100%	$11.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	398,716	-398,716	-100%	$10.9M	—	—	—
EP Wealth Advisors, LLC	N/A	—	349,138	-349,138	-100%	$9.5M	—	—	—
Prepared Retirement Institute LLC	N/A	—	268,819	-268,819	-100%	$7.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	248,381	-248,381	-100%	$6.8M	—	—	—
Petix & Botte Co	N/A	—	234,674	-234,674	-100%	$6.4M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	232,824	-232,824	-100%	$6.3M	—	—	—
Trustmark Bank Trust Department	N/A	—	170,249	-170,249	-100%	$4.6M	—	—	—
Private Advisor Group, LLC	N/A	—	164,446	-164,446	-100%	$4.5M	—	—	—
JPMorgan Chase & Co	N/A	—	163,778	-163,778	-100%	$4.5M	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	156,786	-156,786	-100%	$4.3M	—	—	—
Raymond James Financial Inc	N/A	—	146,752	-146,752	-100%	$4.0M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	144,571	-144,571	-100%	$3.9M	—	—	—
Impact Partnership Wealth, LLC	N/A	—	144,351	-144,351	-100%	$3.9M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	132,057	-132,057	-100%	$3.6M	—	—	—
Allianz Asset Management GmbH	N/A	—	124,200	-124,200	-100%	$3.4M	—	—	—
Glassy Mountain Advisors, Inc.	N/A	—	121,088	-121,088	-100%	$3.3M	—	—	—
Jane Street Group, LLC	N/A	—	114,613	-114,613	-100%	$3.1M	—	—	—
MML Investors Services, LLC	N/A	—	113,833	-113,833	-100%	$3.1M	—	—	—
Manning & Napier Advisors LLC	N/A	—	110,693	-110,693	-100%	$3.0M	—	—	—
D L Carlson Investment Group Inc	N/A	—	104,703	-104,703	-100%	$2.9M	—	—	—
Invesco Ltd.	N/A	—	104,262	-104,262	-100%	$2.8M	—	—	—
Strategic Financial Concepts, LLC	N/A	—	99,345	-99,345	-100%	$2.7M	—	—	—
&partners	N/A	—	96,159	-96,159	-100%	$2.6M	—	—	—
Cerity Partners LLC	N/A	—	95,974	-95,974	-100%	$2.6M	—	—	—
Addison Capital Co	N/A	—	94,845	-94,845	-100%	$2.6M	—	—	—
Novare Capital Management LLC	N/A	—	93,579	-93,579	-100%	$2.5M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	90,915	-90,915	-100%	$2.5M	—	—	—
Napier Financial, LLC	N/A	—	86,617	-86,617	-100%	$2.4M	—	—	—
Royal Bank of Canada	N/A	—	82,039	-82,039	-100%	$2.2M	—	—	—
Mount Lucas Management LP	N/A	—	81,403	-81,403	-100%	$2.2M	—	—	—
Insigneo Advisory Services, LLC	N/A	—	75,089	-75,089	-100%	$2.0M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	74,491	-74,491	-100%	$2.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	73,414	-73,414	-100%	$2.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	73,149	-73,149	-100%	$2.0M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	72,478	-72,478	-100%	$2.0M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	65,015	-65,015	-100%	$1.8M	—	—	—
HighTower Advisors, LLC	N/A	—	64,889	-64,889	-100%	$1.8M	—	—	—
Marex Group Ltd	N/A	—	53,522	-53,522	-100%	$1.5M	—	—	—
Seaview Investment Managers LLC	N/A	—	53,339	-53,339	-100%	$1.5M	—	—	—
Allie Family Office LLC	N/A	—	53,252	-53,252	-100%	$1.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	52,558	-52,558	-100%	$1.4M	—	—	—
Equitable Holdings, Inc.	N/A	—	44,897	-44,897	-100%	$1.2M	—	—	—
GTS Securities LLC	N/A	—	41,855	-41,855	-100%	$1.1M	—	—	—
Wealthfront Advisers LLC	N/A	—	40,656	-40,656	-100%	$1.1M	—	—	—
Stifel Financial Corp	N/A	—	39,732	-39,732	-100%	$1.1M	—	—	—
Geneos Wealth Management Inc.	N/A	—	38,475	-38,475	-100%	$1.0M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	38,297	-38,297	-100%	$1.0M	—	—	—
Principal Securities, Inc.	N/A	—	32,681	-32,681	-100%	$890.2K	—	—	—
Stratos Investment Management, LLC	N/A	—	32,642	-32,642	-100%	$889.2K	—	—	—
AE Wealth Management LLC	N/A	—	31,691	-31,691	-100%	$863.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	29,726	-29,726	-100%	$809.7K	—	—	—
Wilson & Boucher Capital Management, LLC	N/A	—	27,500	-27,500	-100%	$749.1K	—	—	—
NorthRock Partners, LLC	N/A	—	26,508	-26,508	-100%	$722.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	25,758	-25,758	-100%	$701.6K	—	—	—
Arkadios Wealth Advisors	N/A	—	25,607	-25,607	-100%	$697.5K	—	—	—
First Citizens Asset Management, Inc.	N/A	—	24,267	-24,267	-100%	$661.0K	—	—	—
Hyundai Investments Co., Ltd.	N/A	—	24,116	-24,116	-100%	$656.9K	—	—	—
Rialto Wealth Management, LLC	N/A	—	23,227	-23,227	-100%	$632.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	22,840	-22,840	-100%	$622.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	22,558	-22,558	-100%	$614.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	20,139	-20,139	-100%	$547.6K	—	—	—
Winton Group Ltd	N/A	—	20,101	-20,101	-100%	$547.6K	—	—	—
Mmbg Investment Advisors Co.	N/A	—	19,095	-19,095	-100%	$520.1K	—	—	—
Mariner, LLC	N/A	—	17,266	-17,266	-100%	$470.3K	—	—	—
Ancora Advisors LLCA	N/A	—	16,883	-16,883	-100%	$459.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	16,631	-16,631	-100%	$453.0K	—	—	—
Advisory Services Network, LLC	N/A	—	15,370	-15,370	-100%	$418.7K	—	—	—
PFG Investments, LLC	N/A	—	15,077	-15,077	-100%	$410.7K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	14,988	-14,988	-100%	$408.3K	—	—	—
AlTi Global, Inc.	N/A	—	14,724	-14,724	-100%	$401.1K	—	—	—
Baird Financial Group, Inc.	N/A	—	14,638	-14,638	-100%	$398.7K	—	—	—
Balanced Rock Investment Advisors LLC	N/A	—	13,631	-13,631	-100%	$371.3K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	13,476	-13,476	-100%	$367.1K	—	—	—
Money Concepts Capital Corp	N/A	—	13,176	-13,176	-100%	$358.9K	—	—	—
Zinnia Wealth Advisory, LLC	N/A	—	13,151	-13,151	-100%	$358.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	12,652	-12,652	-100%	$344.6K	—	—	—
Sequent Planning LLC	N/A	—	12,480	-12,480	-100%	$340.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	11,846	-11,846	-100%	$322.7K	—	—	—
Flow Traders U.S. LLC	N/A	—	11,822	-11,822	-100%	$322.0K	—	—	—
Arete Wealth Advisors, LLC	N/A	—	11,766	-11,766	-100%	$320.5K	—	—	—
Curi Capital, LLC	N/A	—	11,750	-11,750	-100%	$320.1K	—	—	—
Liberty Square Wealth Partners LLC	N/A	—	11,373	-11,373	-100%	$309.8K	—	—	—
Van Diest Capital, LLC	N/A	—	11,334	-11,334	-100%	$308.7K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	11,290	-11,290	-100%	$307.5K	—	—	—
Invst, LLC	N/A	—	10,718	-10,718	-100%	$291.9K	—	—	—
AQR Capital Management LLC	N/A	—	9,589	-9,589	-100%	$261.2K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	9,531	-9,531	-100%	$259.6K	—	—	—
Navis Wealth Advisors, LLC	N/A	—	9,510	-9,510	-100%	$259.1K	—	—	—
Cofg Advisors, LLC	N/A	—	8,895	-8,895	-100%	$242.3K	—	—	—
Summit Financial, LLC	N/A	—	8,767	-8,767	-100%	$238.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	8,703	-8,703	-100%	$237.1K	—	—	—
Banque Cantonale Vaudoise	N/A	—	8,412	-8,412	-100%	$229.0K	—	—	—
Renaissance Technologies LLC	N/A	—	8,400	-8,400	-100%	$228.8K	—	—	—
Citadel Advisors LLC	N/A	—	8,269	-8,269	-100%	$225.2K	—	—	—
Dorsey & Whitney Trust Co LLC	N/A	—	8,000	-8,000	-100%	$217.9K	—	—	—
IHT Wealth Management, LLC	N/A	—	7,910	-7,910	-100%	$215.5K	—	—	—
Storen Legacy Partners, LLC	N/A	—	7,833	-7,833	-100%	$213.4K	—	—	—
BFC Planning, Inc.	N/A	—	6,471	-6,471	-100%	$176.3K	—	—	—
Bank of Montreal	N/A	—	6,441	-6,441	-100%	$175.5K	—	—	—
Orion Capital Management LLC	N/A	—	5,500	-5,500	-100%	$149.8K	—	—	—
FMR LLC	N/A	—	5,155	-5,155	-100%	$140.4K	—	—	—
Continuum Advisory, LLC	N/A	—	5,099	-5,099	-100%	$138.9K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	4,864	-4,864	-100%	$132.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	3,856	-3,856	-100%	$105.0K	—	—	—
Philadelphia Investment Partners, LLC	N/A	—	3,490	-3,490	-100%	$95.1K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	3,490	-3,490	-100%	$95.1K	—	—	—
IFG Advisory, LLC	N/A	—	3,468	-3,468	-100%	$94.5K	—	—	—
Harbour Investments, Inc.	N/A	—	3,433	-3,433	-100%	$93.5K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	2,713	-2,713	-100%	$73.9K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	2,522	-2,522	-100%	$68.7K	—	—	—
Arax Advisory Partners	N/A	—	1,923	-1,923	-100%	$52.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,257	-1,257	-100%	$34.2K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	1,238	-1,238	-100%	$33.7K	—	—	—
Wellington Grp LLC	N/A	—	979	-979	-100%	$26.2K	—	—	—
Wells Fargo & Company	N/A	—	863	-863	-100%	$23.5K	—	—	—
Bravera Wealth	N/A	—	734	-734	-100%	$20.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	680	-680	-100%	$18.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	571	-571	-100%	$15.6K	—	—	—
Huntington National Bank	N/A	—	544	-544	-100%	$14.8K	—	—	—
Bogart Wealth, LLC	N/A	—	484	-484	-100%	$13.2K	—	—	—
Vision Retirement, LLC	N/A	—	350	-350	-100%	$9.5K	—	—	—
Blair William & Co	N/A	—	247	-247	-100%	$6.7K	—	—	—
Delta Asset Management LLC	N/A	—	226	-226	-100%	$6.2K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	152	-152	-100%	$4.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	145	-145	-100%	$4.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	27	-27	-100%	$722	—	—	—
Silver OAK Securities, Incorporated	N/A	—	12	-12	-100%	$330	—	—	—
Fiduciary Financial Advisors	N/A	—	6	-6	-100%	$159	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2	-2	-100%	$54	—	—	—
Smartleaf Asset Management LLC	N/A	—	0	0	—	$14	—	—	—
Boreal Capital Management LLC	N/A	—	0	0	—	$223.5K	—	—	—

Showing 313 of 313 institutions