Ishares Core Dividend ETF (DIVB)

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

INCREASED

Shares4,512,112 from 4,145,676

Change+366,436 (+9%)

Value$291.1M (+$35.7M)

Filed 2026-11-06

Elevation Point Wealth Partners, LLC

INCREASED

Shares472,573 from 22,671

Change+449,902 (+1984%)

Value$30.5M (+$29.1M)

Filed 2026-11-05

IAG Wealth Partners, LLC

DECREASED

Shares453,651 from 508,870

Change-55,219 (-11%)

Value$29.3M (-$2.1M)

Filed 2026-11-06

San Luis Wealth Advisors LLC

INCREASED

Shares390,254 from 309,592

Change+80,662 (+26%)

Value$25.2M (+$6.1M)

Filed 2026-10-27

Foguth Wealth Management, Llc.

DECREASED

Shares350,262 from 352,106

Change-1,844 (-1%)

Value$24.1M (+$1.7M)

Filed 2026-10-19

Kestra Advisory Services, LLC

INCREASED

Shares343,439 from 146,129

Change+197,310 (+135%)

Value$22.2M (+$13.2M)

Filed 2026-11-02

Sunburst Financial Group, LLC

DECREASED

Shares311,354 from 317,289

Change-5,935 (-2%)

Value$20.1M (+$540.4K)

Filed 2026-10-09

Thrivent Financial for Lutherans

NEW

Shares259,715

Change+259,715

Value$16.8M

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares256,670 from 258,898

Change-2,228 (-1%)

Value$16.6M (+$609.7K)

Filed 2026-11-02

Legacy Wealth Partners, LLC

NEW

Shares233,415

Change+233,415

Value$15.1M

Filed 2026-10-15

Welch Financial Planning, LLC

DECREASED

Shares227,788 from 234,487

Change-6,699 (-3%)

Value$14.7M (+$250.2K)

Filed 2026-11-06

Absolute Capital Management, LLC

INCREASED

Shares192,075 from 184,304

Change+7,771 (+4%)

Value$12.4M (+$1.0M)

Filed 2026-10-16

Compass Financial Services Inc

INCREASED

Shares132,746 from 121,351

Change+11,395 (+9%)

Value$8.6M (+$1.1M)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

NEW

Shares127,924

Change+127,924

Value$8.3M

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares125,878 from 136,359

Change-10,481 (-8%)

Value$8.1M (-$279.3K)

Filed 2026-10-08

Integrity Alliance, Llc.

INCREASED

Shares121,208 from 117,737

Change+3,471 (+3%)

Value$7.8M (+$566.6K)

Filed 2026-10-29

Breakwater Capital Group

DECREASED

Shares99,250 from 100,714

Change-1,464 (-1%)

Value$6.4M (+$198.6K)

Filed 2026-10-09

Cedar Mountain Advisors, LLC

DECREASED

Shares98,948 from 104,443

Change-5,495 (-5%)

Value$6.4M (-$50.6K)

Filed 2026-10-15

Money Concepts Capital Corp

DECREASED

Shares90,690 from 94,537

Change-3,847 (-4%)

Value$5.9M (+$26.9K)

Filed 2026-11-06

Blake Schutter Theil Wealth Advisors, LLC

DECREASED

Shares87,992 from 92,469

Change-4,477 (-5%)

Value$5.7M (-$19.8K)

Filed 2026-11-02

Taylor Financial Group, Inc.

INCREASED

Shares87,095 from 80,488

Change+6,607 (+8%)

Value$5.6M (+$660.4K)

Filed 2026-11-02

Peoples Bank

INCREASED

Shares74,096 from 42,360

Change+31,736 (+75%)

Value$4.8M (+$2.2M)

Filed 2026-10-26

Flagship Harbor Advisors, LLC

DECREASED

Shares71,173 from 73,293

Change-2,120 (-3%)

Value$4.6M (+$76.5K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares69,492 from 32,359

Change+37,133 (+115%)

Value$4.5K (-$2.0M)

Filed 2026-11-02

Henderson Brothers Financial Partners, LLC

INCREASED

Shares68,750 from 67,200

Change+1,550 (+2%)

Value$4.4M (+$295.5K)

Filed 2026-11-03

Independent Financial Group, LLC

INCREASED

Shares64,916 from 62,087

Change+2,829 (+5%)

Value$4.2M (+$363.2K)

Filed 2026-10-13

PKS Advisory Services, LLC

UNCHANGED

Shares52,371 from 52,371

Change0 (0%)

Value$3.2M ($0)

Filed 2026-10-26

Larson Financial Group LLC

INCREASED

Shares51,384 from 51,004

Change+380 (+1%)

Value$3.3M (+$172.9K)

Filed 2026-11-05

Kellett Wealth Advisors, LLC

INCREASED

Shares40,705 from 31,451

Change+9,254 (+29%)

Value$2.6M (+$688.5K)

Filed 2026-10-15

Galvin, Gaustad & Stein, LLC

DECREASED

Shares39,648 from 41,063

Change-1,415 (-3%)

Value$2.6M (+$28.2K)

Filed 2026-10-08

Gouws Capital LLC

INCREASED

Shares36,275 from 7,250

Change+29,025 (+400%)

Value$2.3M (+$1.9M)

Filed 2026-10-09

Iron Financial LLC

INCREASED

Shares30,659 from 30,477

Change+182 (+1%)

Value$2.0M (+$100.5K)

Filed 2026-10-23

Princeton Global Asset Management LLC

INCREASED

Shares25,034 from 22,544

Change+2,490 (+11%)

Value$1.6M (+$226.2K)

Filed 2026-10-21

ADG Wealth Management Group, LLC

INCREASED

Shares21,607 from 20,846

Change+761 (+4%)

Value$1.4M (+$109.7K)

Filed 2026-10-23

MidAtlantic Capital Management, Inc.

INCREASED

Shares19,499 from 19,498

Change+1 (+0%)

Value$1.3M (+$56.8K)

Filed 2026-11-05

Sovran Advisors, LLC

DECREASED

Shares18,996 from 21,131

Change-2,135 (-10%)

Value$1.3M (-$60.7K)

Filed 2026-11-02

Guyasuta Investment Advisors Inc

INCREASED

Shares18,521 from 7,700

Change+10,821 (+141%)

Value$1.2M (+$720.5K)

Filed 2026-10-15

Dana Investment Advisors, Inc.

INCREASED

Shares15,797 from 12,844

Change+2,953 (+23%)

Value$1.0M (+$227.9K)

Filed 2026-11-06

Wiregrass Investment Management LLC

INCREASED

Shares14,741 from 11,362

Change+3,379 (+30%)

Value$950.9K (+$251.0K)

Filed 2026-11-05

Integrity Advisory Solutions, LLC

DECREASED

Shares13,007 from 13,399

Change-392 (-3%)

Value$839.1K (+$13.7K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares12,850 from 11,509

Change+1,341 (+12%)

Value$852.2K (+$120.7K)

Filed 2026-10-13

Tandem Capital Management Corp

INCREASED

Shares11,245 from 10,955

Change+290 (+3%)

Value$725.4K (+$50.6K)

Filed 2026-10-22

Trademark Financial Management, LLC

NEW

Shares9,885

Change+9,885

Value$637.7K

Filed 2026-10-23

Ocean Park Asset Management, LLC

NEW

Shares9,629

Change+9,629

Value$621.2K

Filed 2026-10-21

Exchange Traded Concepts, LLC

NEW

Shares9,629

Change+9,629

Value$621.2K

Filed 2026-10-28

Citizens Financial Group Inc

UNCHANGED

Shares9,581 from 9,581

Change0 (0%)

Value$618.1K (+$27.9K)

Filed 2026-10-23

Tempus Wealth Planning, LLC

INCREASED

Shares9,340 from 9,339

Change+1 (+0%)

Value$602.5K (+$27.2K)

Filed 2026-10-14

Dynamic Advisor Solutions LLC

INCREASED

Shares9,139 from 7,380

Change+1,759 (+24%)

Value$589.5K (+$135.0K)

Filed 2026-10-13

Meridian Financial Advisors, LLC

INCREASED

Shares8,640 from 8,631

Change+9 (+0%)

Value$557.3K (+$25.6K)

Filed 2026-10-14

Collier Financial

INCREASED

Shares8,177 from 8,149

Change+28 (+0%)

Value$527.5K (+$25.5K)

Filed 2026-11-06

Synergy Asset Management, LLC

NEW

Shares7,752

Change+7,752

Value$500.1K

Filed 2026-11-05

Capital Asset Advisory Services LLC

DECREASED

Shares7,264 from 9,304

Change-2,040 (-22%)

Value$520.4K (-$52.7K)

Filed 2026-10-30

Verus Capital Partners, LLC

DECREASED

Shares7,215 from 7,534

Change-319 (-4%)

Value$465.4K (+$1.3K)

Filed 2026-11-03

Capital Advisors, Ltd. LLC

INCREASED

Shares7,132 from 6,745

Change+387 (+6%)

Value$460 (+$45)

Filed 2026-10-27

Citizens National Bank Trust Department

INCREASED

Shares7,058 from 6,474

Change+584 (+9%)

Value$455.3K (+$56.5K)

Filed 2026-11-04

Valley National Advisers Inc

INCREASED

Shares6,721 from 6,534

Change+187 (+3%)

Value$433.6K (+$31.1K)

Filed 2026-10-23

RFG - Bristol Wealth Advisors, LLC

INCREASED

Shares6,710 from 6,668

Change+42 (+1%)

Value$432.9K (+$22.1K)

Filed 2026-10-09

Private Trust Co NA

INCREASED

Shares6,556 from 6,298

Change+258 (+4%)

Value$422.9K (+$35.0K)

Filed 2026-10-20

Worth Asset Management, LLC

NEW

Shares6,510

Change+6,510

Value$420.0K

Filed 2026-10-07

CoreCap Advisors, LLC

INCREASED

Shares6,378 from 6,366

Change+12 (+0%)

Value$411.5K (+$19.3K)

Filed 2026-10-08

Lantern Wealth Advisors, LLC

DECREASED

Shares6,332 from 6,453

Change-121 (-2%)

Value$408.5K (+$11.0K)

Filed 2026-10-22

Creative Planning

INCREASED

Shares6,128 from 5,965

Change+163 (+3%)

Value$395.3K (+$27.9K)

Filed 2026-11-02

RMR Wealth Builders

INCREASED

Shares5,483 from 5,469

Change+14 (+0%)

Value$353.7K (+$16.9K)

Filed 2026-10-22

Merit Financial Group, LLC

INCREASED

Shares5,481 from 5,447

Change+34 (+1%)

Value$353.6K (+$18.1K)

Filed 2026-11-06

AdvisorNet Financial, Inc

INCREASED

Shares5,384 from 5,375

Change+9 (+0%)

Value$362.6K (+$31.5K)

Filed 2026-10-15

Trilogy Capital Inc.

INCREASED

Shares5,292 from 3,409

Change+1,883 (+55%)

Value$341.4K (+$131.4K)

Filed 2026-10-20

Symphony Financial, Ltd. Co.

NEW

Shares5,270

Change+5,270

Value$342.6K

Filed 2026-10-22

Shepherd Financial Partners LLC

UNCHANGED

Shares5,097 from 5,097

Change0 (0%)

Value$328.8K (+$14.8K)

Filed 2026-11-03

Ferguson Wellman Capital Management, Inc

NEW

Shares5,014

Change+5,014

Value$323.4K

Filed 2026-10-05

Bank of New Hampshire

DECREASED

Shares4,922 from 5,586

Change-664 (-12%)

Value$317.5K (-$26.6K)

Filed 2026-10-06

Csenge Advisory Group

DECREASED

Shares4,715 from 5,105

Change-390 (-8%)

Value$304.2K (-$10.3K)

Filed 2026-11-04

Key FInancial Inc

UNCHANGED

Shares4,693 from 4,693

Change0 (0%)

Value$302.7K (+$13.7K)

Filed 2026-11-02

Diversify Wealth Management, LLC

INCREASED

Shares4,689 from 3,269

Change+1,420 (+43%)

Value$320.6K (+$107.7K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares4,689 from 3,269

Change+1,420 (+43%)

Value$320.6K (+$107.7K)

Filed 2026-10-20

Parallel Advisors, LLC

UNCHANGED

Shares4,429 from 4,429

Change0 (0%)

Value$285.7K (+$12.9K)

Filed 2026-11-03

Optivise Advisory Services LLC

NEW

Shares4,403

Change+4,403

Value$284.0K

Filed 2026-10-19

Asset One Wealth Management LLC

NEW

Shares4,360

Change+4,360

Value$281.3K

Filed 2026-11-02

Bank of New York Mellon Corp

NEW

Shares4,301

Change+4,301

Value$277.4K

Filed 2026-11-05

CFS Investment Advisory Services, LLC

INCREASED

Shares3,868 from 3,849

Change+19 (+0%)

Value$252.2K (+$8.2K)

Filed 2026-10-19

United Advisor Group, LLC

DECREASED

Shares3,856 from 4,063

Change-207 (-5%)

Value$248.7K (-$1.6K)

Filed 2026-11-03

Tennessee Valley Asset Management Partners

UNCHANGED

Shares3,767 from 3,767

Change0 (0%)

Value$243.0K (+$11.0K)

Filed 2026-11-03

Cyndeo Wealth Partners, LLC

UNCHANGED

Shares3,577 from 3,577

Change0 (0%)

Value$230.8K (+$10.4K)

Filed 2026-10-16

Total Clarity Wealth Management, Inc.

DECREASED

Shares3,494 from 7,994

Change-4,500 (-56%)

Value$225.4K (-$267.0K)

Filed 2026-10-26

Focus Financial Network, Inc.

DECREASED

Shares3,483 from 3,495

Change-12 (0%)

Value$224.7K (+$9.4K)

Filed 2026-10-14

Advisortrust Partners, LLC

NEW

Shares3,447

Change+3,447

Value$222.4K

Filed 2026-11-02

Partners Wealth Management, LLC

NEW

Shares3,384

Change+3,384

Value$218.3K

Filed 2026-10-28

AmeriServ Wealth Advisors

DECREASED

Shares3,262 from 3,401

Change-139 (-4%)

Value$210.4K (+$930)

Filed 2026-10-21

Birch Financial Group, LLC

NEW

Shares2,818

Change+2,818

Value$181.8K

Filed 2026-10-27

Spire Wealth Management

DECREASED

Shares2,692 from 2,762

Change-70 (-3%)

Value$173.7K (+$3.5K)

Filed 2026-10-30

US Bancorp \de\

UNCHANGED

Shares2,226 from 2,226

Change0 (0%)

Value$143.6K (+$6.5K)

Filed 2026-11-05

Harbor Asset Planning, Inc.

INCREASED

Shares2,043 from 2,031

Change+12 (+1%)

Value$131.8K (+$6.7K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

INCREASED

Shares1,376 from 1,245

Change+131 (+11%)

Value$88.8K (+$12.1K)

Filed 2026-11-06

Jacobi Capital Management LLC

NEW

Shares800

Change+800

Value$51.6K

Filed 2026-11-05

Alpine Bank Wealth Management

NEW

Shares723

Change+723

Value$46.6K

Filed 2026-10-16

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares594 from 594

Change0 (0%)

Value$38.3K (+$1.7K)

Filed 2026-10-23

Signaturefd, LLC

INCREASED

Shares496 from 378

Change+118 (+31%)

Value$32.0K (+$8.7K)

Filed 2026-10-23

Fifth Third Bancorp

NEW

Shares495

Change+495

Value$31.9K

Filed 2026-11-05

Advantage Trust Co

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$24.2K (+$1.1K)

Filed 2026-10-19

IFP Advisors, Inc

INCREASED

Shares334 from 303

Change+31 (+10%)

Value$21.5K (+$2.9K)

Filed 2026-10-16

Cullen T Bankers, Inc.

NEW

Shares300

Change+300

Value$19.4K

Filed 2026-10-28

Polaris Financial Partners

NEW

Shares225

Change+225

Value$6

Filed 2026-10-02

Assetmark, Inc

INCREASED

Shares218 from 0

Change+218

Value$14.1K (+$14.1K)

Filed 2026-10-21

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares165 from 165

Change0 (0%)

Value$10.6K (+$481)

Filed 2026-10-13

Arcadia Investment Advisors LLC

NEW

Shares144

Change+144

Value$9.3K

Filed 2026-10-13

Rossby Financial, LCC

INCREASED

Shares140 from 102

Change+38 (+37%)

Value$9.0K (+$2.7K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares127

Change+127

Value$8.2K

Filed 2026-10-21

Reap Financial Group, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$645 (+$29)

Filed 2026-11-02

William Mack & Associates, Inc.

NEW

Shares5

Change+5

Value$292

Filed 2026-10-27

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 9,304

Change-9,304 (-100%)

Value$0 (-$573.1K)

Filed 2026-10-21

KPP Advisory Services LLC

CLOSED

Shares0 from 8,853

Change-8,853 (-100%)

Value$0 (-$545.4K)

Filed 2026-10-26

Creative Financial Designs Inc

CLOSED

Shares0 from 4,664

Change-4,664 (-100%)

Value$0 (-$287.3K)

Filed 2026-11-04

LifeSteps Financial, Inc.

CLOSED

Shares0 from 153

Change-153 (-100%)

Value$0 (-$9.4K)

Filed 2026-10-15

Citigroup Inc

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$123)

Filed 2026-11-04

Bank of America Corp

N/A

Shares— from 1,416,943

Change-1,416,943 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 803,310

Change-803,310 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 365,095

Change-365,095 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 320,755

Change-320,755 (-100%)

Value—

Aspire Capital Advisors LLC

N/A

Shares— from 256,195

Change-256,195 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 254,762

Change-254,762 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 231,857

Change-231,857 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 186,523

Change-186,523 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 180,353

Change-180,353 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 155,471

Change-155,471 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 123,985

Change-123,985 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 123,465

Change-123,465 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 110,438

Change-110,438 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 106,231

Change-106,231 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 99,900

Change-99,900 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 84,559

Change-84,559 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 75,363

Change-75,363 (-100%)

Value—

Prepared Retirement Institute LLC

N/A

Shares— from 68,554

Change-68,554 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 60,330

Change-60,330 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 55,496

Change-55,496 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 55,382

Change-55,382 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 49,855

Change-49,855 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 47,700

Change-47,700 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 40,284

Change-40,284 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 38,545

Change-38,545 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 36,088

Change-36,088 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 35,919

Change-35,919 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 32,691

Change-32,691 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 29,945

Change-29,945 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,896

Change-28,896 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 27,355

Change-27,355 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 23,667

Change-23,667 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 22,962

Change-22,962 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 21,371

Change-21,371 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 21,008

Change-21,008 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 20,820

Change-20,820 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 20,018

Change-20,018 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 19,921

Change-19,921 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,156

Change-19,156 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 17,529

Change-17,529 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 17,215

Change-17,215 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 15,646

Change-15,646 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 15,523

Change-15,523 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,816

Change-14,816 (-100%)

Value—

Quotient Wealth Partners, LLC

N/A

Shares— from 14,500

Change-14,500 (-100%)

Value—

Liberty Square Wealth Partners LLC

N/A

Shares— from 13,527

Change-13,527 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 12,510

Change-12,510 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 11,979

Change-11,979 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,751

Change-10,751 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,191

Change-10,191 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 9,910

Change-9,910 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 9,650

Change-9,650 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 9,632

Change-9,632 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 8,244

Change-8,244 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 8,114

Change-8,114 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 6,604

Change-6,604 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 6,322

Change-6,322 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 5,479

Change-5,479 (-100%)

Value—

Florida Financial Advisors, LLC

N/A

Shares— from 5,316

Change-5,316 (-100%)

Value—

Liberty Wealth Management LLC

N/A

Shares— from 5,017

Change-5,017 (-100%)

Value—

M3 Advisory Group, LLC

N/A

Shares— from 4,715

Change-4,715 (-100%)

Value—

Cadia Private Client LLC

N/A

Shares— from 4,527

Change-4,527 (-100%)

Value—

Brooks, Moore & Associates, Inc.

N/A

Shares— from 4,465

Change-4,465 (-100%)

Value—

Walter & Keenan Wealth Management LLC

N/A

Shares— from 4,400

Change-4,400 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,399

Change-4,399 (-100%)

Value—

Betterment LLC

N/A

Shares— from 3,701

Change-3,701 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,545

Change-3,545 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,966

Change-2,966 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,106

Change-2,106 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,102

Change-1,102 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 943

Change-943 (-100%)

Value—

Miller Capital Partners, Inc.

N/A

Shares— from 750

Change-750 (-100%)

Value—

EFG International AG

N/A

Shares— from 508

Change-508 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 274

Change-274 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 220

Change-220 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 157

Change-157 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 74

Change-74 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 22

Change-22 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	4,512,112	4,145,676	+366,436	+9%	$255.4M	$291.1M	+$35.7M	2026-11-06
Elevation Point Wealth Partners, LLC	INCREASED	472,573	22,671	+449,902	+1984%	$1.4M	$30.5M	+$29.1M	2026-11-05
IAG Wealth Partners, LLC	DECREASED	453,651	508,870	-55,219	-11%	$31.3M	$29.3M	-$2.1M	2026-11-06
San Luis Wealth Advisors LLC	INCREASED	390,254	309,592	+80,662	+26%	$19.1M	$25.2M	+$6.1M	2026-10-27
Foguth Wealth Management, Llc.	DECREASED	350,262	352,106	-1,844	-1%	$22.4M	$24.1M	+$1.7M	2026-10-19
Kestra Advisory Services, LLC	INCREASED	343,439	146,129	+197,310	+135%	$9.0M	$22.2M	+$13.2M	2026-11-02
Sunburst Financial Group, LLC	DECREASED	311,354	317,289	-5,935	-2%	$19.5M	$20.1M	+$540.4K	2026-10-09
Thrivent Financial for Lutherans	NEW	259,715	—	+259,715	—	—	$16.8M	—	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	256,670	258,898	-2,228	-1%	$15.9M	$16.6M	+$609.7K	2026-11-02
Legacy Wealth Partners, LLC	NEW	233,415	—	+233,415	—	—	$15.1M	—	2026-10-15
Welch Financial Planning, LLC	DECREASED	227,788	234,487	-6,699	-3%	$14.4M	$14.7M	+$250.2K	2026-11-06
Absolute Capital Management, LLC	INCREASED	192,075	184,304	+7,771	+4%	$11.4M	$12.4M	+$1.0M	2026-10-16
Compass Financial Services Inc	INCREASED	132,746	121,351	+11,395	+9%	$7.5M	$8.6M	+$1.1M	2026-11-06
Concurrent Investment Advisors, LLC	NEW	127,924	—	+127,924	—	—	$8.3M	—	2026-10-16
Farther Finance Advisors, LLC	DECREASED	125,878	136,359	-10,481	-8%	$8.4M	$8.1M	-$279.3K	2026-10-08
Integrity Alliance, Llc.	INCREASED	121,208	117,737	+3,471	+3%	$7.3M	$7.8M	+$566.6K	2026-10-29
Breakwater Capital Group	DECREASED	99,250	100,714	-1,464	-1%	$6.2M	$6.4M	+$198.6K	2026-10-09
Cedar Mountain Advisors, LLC	DECREASED	98,948	104,443	-5,495	-5%	$6.4M	$6.4M	-$50.6K	2026-10-15
Money Concepts Capital Corp	DECREASED	90,690	94,537	-3,847	-4%	$5.8M	$5.9M	+$26.9K	2026-11-06
Blake Schutter Theil Wealth Advisors, LLC	DECREASED	87,992	92,469	-4,477	-5%	$5.7M	$5.7M	-$19.8K	2026-11-02
Taylor Financial Group, Inc.	INCREASED	87,095	80,488	+6,607	+8%	$5.0M	$5.6M	+$660.4K	2026-11-02
Peoples Bank	INCREASED	74,096	42,360	+31,736	+75%	$2.6M	$4.8M	+$2.2M	2026-10-26
Flagship Harbor Advisors, LLC	DECREASED	71,173	73,293	-2,120	-3%	$4.5M	$4.6M	+$76.5K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	69,492	32,359	+37,133	+115%	$2.0M	$4.5K	-$2.0M	2026-11-02
Henderson Brothers Financial Partners, LLC	INCREASED	68,750	67,200	+1,550	+2%	$4.1M	$4.4M	+$295.5K	2026-11-03
Independent Financial Group, LLC	INCREASED	64,916	62,087	+2,829	+5%	$3.8M	$4.2M	+$363.2K	2026-10-13
PKS Advisory Services, LLC	UNCHANGED	52,371	52,371	0	0%	$3.2M	$3.2M	$0	2026-10-26
Larson Financial Group LLC	INCREASED	51,384	51,004	+380	+1%	$3.1M	$3.3M	+$172.9K	2026-11-05
Kellett Wealth Advisors, LLC	INCREASED	40,705	31,451	+9,254	+29%	$1.9M	$2.6M	+$688.5K	2026-10-15
Galvin, Gaustad & Stein, LLC	DECREASED	39,648	41,063	-1,415	-3%	$2.5M	$2.6M	+$28.2K	2026-10-08
Gouws Capital LLC	INCREASED	36,275	7,250	+29,025	+400%	$446.6K	$2.3M	+$1.9M	2026-10-09
Iron Financial LLC	INCREASED	30,659	30,477	+182	+1%	$1.9M	$2.0M	+$100.5K	2026-10-23
Princeton Global Asset Management LLC	INCREASED	25,034	22,544	+2,490	+11%	$1.4M	$1.6M	+$226.2K	2026-10-21
ADG Wealth Management Group, LLC	INCREASED	21,607	20,846	+761	+4%	$1.3M	$1.4M	+$109.7K	2026-10-23
MidAtlantic Capital Management, Inc.	INCREASED	19,499	19,498	+1	+0%	$1.2M	$1.3M	+$56.8K	2026-11-05
Sovran Advisors, LLC	DECREASED	18,996	21,131	-2,135	-10%	$1.4M	$1.3M	-$60.7K	2026-11-02
Guyasuta Investment Advisors Inc	INCREASED	18,521	7,700	+10,821	+141%	$474.3K	$1.2M	+$720.5K	2026-10-15
Dana Investment Advisors, Inc.	INCREASED	15,797	12,844	+2,953	+23%	$791.2K	$1.0M	+$227.9K	2026-11-06
Wiregrass Investment Management LLC	INCREASED	14,741	11,362	+3,379	+30%	$699.9K	$950.9K	+$251.0K	2026-11-05
Integrity Advisory Solutions, LLC	DECREASED	13,007	13,399	-392	-3%	$825.4K	$839.1K	+$13.7K	2026-10-29
Wealth Enhancement Advisory Services, LLC	INCREASED	12,850	11,509	+1,341	+12%	$731.5K	$852.2K	+$120.7K	2026-10-13
Tandem Capital Management Corp	INCREASED	11,245	10,955	+290	+3%	$674.8K	$725.4K	+$50.6K	2026-10-22
Trademark Financial Management, LLC	NEW	9,885	—	+9,885	—	—	$637.7K	—	2026-10-23
Ocean Park Asset Management, LLC	NEW	9,629	—	+9,629	—	—	$621.2K	—	2026-10-21
Exchange Traded Concepts, LLC	NEW	9,629	—	+9,629	—	—	$621.2K	—	2026-10-28
Citizens Financial Group Inc	UNCHANGED	9,581	9,581	0	0%	$590.2K	$618.1K	+$27.9K	2026-10-23
Tempus Wealth Planning, LLC	INCREASED	9,340	9,339	+1	+0%	$575.3K	$602.5K	+$27.2K	2026-10-14
Dynamic Advisor Solutions LLC	INCREASED	9,139	7,380	+1,759	+24%	$454.6K	$589.5K	+$135.0K	2026-10-13
Meridian Financial Advisors, LLC	INCREASED	8,640	8,631	+9	+0%	$531.7K	$557.3K	+$25.6K	2026-10-14
Collier Financial	INCREASED	8,177	8,149	+28	+0%	$502.0K	$527.5K	+$25.5K	2026-11-06
Synergy Asset Management, LLC	NEW	7,752	—	+7,752	—	—	$500.1K	—	2026-11-05
Capital Asset Advisory Services LLC	DECREASED	7,264	9,304	-2,040	-22%	$573.1K	$520.4K	-$52.7K	2026-10-30
Verus Capital Partners, LLC	DECREASED	7,215	7,534	-319	-4%	$464.1K	$465.4K	+$1.3K	2026-11-03
Capital Advisors, Ltd. LLC	INCREASED	7,132	6,745	+387	+6%	$415	$460	+$45	2026-10-27
Citizens National Bank Trust Department	INCREASED	7,058	6,474	+584	+9%	$398.8K	$455.3K	+$56.5K	2026-11-04
Valley National Advisers Inc	INCREASED	6,721	6,534	+187	+3%	$402.5K	$433.6K	+$31.1K	2026-10-23
RFG - Bristol Wealth Advisors, LLC	INCREASED	6,710	6,668	+42	+1%	$410.8K	$432.9K	+$22.1K	2026-10-09
Private Trust Co NA	INCREASED	6,556	6,298	+258	+4%	$388.0K	$422.9K	+$35.0K	2026-10-20
Worth Asset Management, LLC	NEW	6,510	—	+6,510	—	—	$420.0K	—	2026-10-07
CoreCap Advisors, LLC	INCREASED	6,378	6,366	+12	+0%	$392.2K	$411.5K	+$19.3K	2026-10-08
Lantern Wealth Advisors, LLC	DECREASED	6,332	6,453	-121	-2%	$397.5K	$408.5K	+$11.0K	2026-10-22
Creative Planning	INCREASED	6,128	5,965	+163	+3%	$367.5K	$395.3K	+$27.9K	2026-11-02
RMR Wealth Builders	INCREASED	5,483	5,469	+14	+0%	$336.9K	$353.7K	+$16.9K	2026-10-22
Merit Financial Group, LLC	INCREASED	5,481	5,447	+34	+1%	$335.5K	$353.6K	+$18.1K	2026-11-06
AdvisorNet Financial, Inc	INCREASED	5,384	5,375	+9	+0%	$331.1K	$362.6K	+$31.5K	2026-10-15
Trilogy Capital Inc.	INCREASED	5,292	3,409	+1,883	+55%	$210.0K	$341.4K	+$131.4K	2026-10-20
Symphony Financial, Ltd. Co.	NEW	5,270	—	+5,270	—	—	$342.6K	—	2026-10-22
Shepherd Financial Partners LLC	UNCHANGED	5,097	5,097	0	0%	$314.0K	$328.8K	+$14.8K	2026-11-03
Ferguson Wellman Capital Management, Inc	NEW	5,014	—	+5,014	—	—	$323.4K	—	2026-10-05
Bank of New Hampshire	DECREASED	4,922	5,586	-664	-12%	$344.1K	$317.5K	-$26.6K	2026-10-06
Csenge Advisory Group	DECREASED	4,715	5,105	-390	-8%	$314.4K	$304.2K	-$10.3K	2026-11-04
Key FInancial Inc	UNCHANGED	4,693	4,693	0	0%	$289.1K	$302.7K	+$13.7K	2026-11-02
Diversify Wealth Management, LLC	INCREASED	4,689	3,269	+1,420	+43%	$212.9K	$320.6K	+$107.7K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	4,689	3,269	+1,420	+43%	$212.9K	$320.6K	+$107.7K	2026-10-20
Parallel Advisors, LLC	UNCHANGED	4,429	4,429	0	0%	$272.8K	$285.7K	+$12.9K	2026-11-03
Optivise Advisory Services LLC	NEW	4,403	—	+4,403	—	—	$284.0K	—	2026-10-19
Asset One Wealth Management LLC	NEW	4,360	—	+4,360	—	—	$281.3K	—	2026-11-02
Bank of New York Mellon Corp	NEW	4,301	—	+4,301	—	—	$277.4K	—	2026-11-05
CFS Investment Advisory Services, LLC	INCREASED	3,868	3,849	+19	+0%	$244.0K	$252.2K	+$8.2K	2026-10-19
United Advisor Group, LLC	DECREASED	3,856	4,063	-207	-5%	$250.3K	$248.7K	-$1.6K	2026-11-03
Tennessee Valley Asset Management Partners	UNCHANGED	3,767	3,767	0	0%	$232.0K	$243.0K	+$11.0K	2026-11-03
Cyndeo Wealth Partners, LLC	UNCHANGED	3,577	3,577	0	0%	$220.3K	$230.8K	+$10.4K	2026-10-16
Total Clarity Wealth Management, Inc.	DECREASED	3,494	7,994	-4,500	-56%	$492.4K	$225.4K	-$267.0K	2026-10-26
Focus Financial Network, Inc.	DECREASED	3,483	3,495	-12	0%	$215.3K	$224.7K	+$9.4K	2026-10-14
Advisortrust Partners, LLC	NEW	3,447	—	+3,447	—	—	$222.4K	—	2026-11-02
Partners Wealth Management, LLC	NEW	3,384	—	+3,384	—	—	$218.3K	—	2026-10-28
AmeriServ Wealth Advisors	DECREASED	3,262	3,401	-139	-4%	$209.5K	$210.4K	+$930	2026-10-21
Birch Financial Group, LLC	NEW	2,818	—	+2,818	—	—	$181.8K	—	2026-10-27
Spire Wealth Management	DECREASED	2,692	2,762	-70	-3%	$170.1K	$173.7K	+$3.5K	2026-10-30
US Bancorp \de\	UNCHANGED	2,226	2,226	0	0%	$137.1K	$143.6K	+$6.5K	2026-11-05
Harbor Asset Planning, Inc.	INCREASED	2,043	2,031	+12	+1%	$125.1K	$131.8K	+$6.7K	2026-10-23
PNC Financial Services Group, Inc.	INCREASED	1,376	1,245	+131	+11%	$76.7K	$88.8K	+$12.1K	2026-11-06
Jacobi Capital Management LLC	NEW	800	—	+800	—	—	$51.6K	—	2026-11-05
Alpine Bank Wealth Management	NEW	723	—	+723	—	—	$46.6K	—	2026-10-16
Wilmington Savings Fund Society, FSB	UNCHANGED	594	594	0	0%	$36.6K	$38.3K	+$1.7K	2026-10-23
Signaturefd, LLC	INCREASED	496	378	+118	+31%	$23.3K	$32.0K	+$8.7K	2026-10-23
Fifth Third Bancorp	NEW	495	—	+495	—	—	$31.9K	—	2026-11-05
Advantage Trust Co	UNCHANGED	375	375	0	0%	$23.1K	$24.2K	+$1.1K	2026-10-19
IFP Advisors, Inc	INCREASED	334	303	+31	+10%	$18.7K	$21.5K	+$2.9K	2026-10-16
Cullen T Bankers, Inc.	NEW	300	—	+300	—	—	$19.4K	—	2026-10-28
Polaris Financial Partners	NEW	225	—	+225	—	—	$6	—	2026-10-02
Assetmark, Inc	INCREASED	218	0	+218	—	$8	$14.1K	+$14.1K	2026-10-21
Beacon Investment Advisory Services, Inc.	UNCHANGED	165	165	0	0%	$10.2K	$10.6K	+$481	2026-10-13
Arcadia Investment Advisors LLC	NEW	144	—	+144	—	—	$9.3K	—	2026-10-13
Rossby Financial, LCC	INCREASED	140	102	+38	+37%	$6.3K	$9.0K	+$2.7K	2026-11-05
Root Financial Partners, LLC	NEW	127	—	+127	—	—	$8.2K	—	2026-10-21
Reap Financial Group, LLC	UNCHANGED	10	10	0	0%	$616	$645	+$29	2026-11-02
William Mack & Associates, Inc.	NEW	5	—	+5	—	—	$292	—	2026-10-27
Axxcess Wealth Management, LLC	CLOSED	0	9,304	-9,304	-100%	$573.1K	$0	-$573.1K	2026-10-21
KPP Advisory Services LLC	CLOSED	0	8,853	-8,853	-100%	$545.4K	$0	-$545.4K	2026-10-26
Creative Financial Designs Inc	CLOSED	0	4,664	-4,664	-100%	$287.3K	$0	-$287.3K	2026-11-04
LifeSteps Financial, Inc.	CLOSED	0	153	-153	-100%	$9.4K	$0	-$9.4K	2026-10-15
Citigroup Inc	CLOSED	0	2	-2	-100%	$123	$0	-$123	2026-11-04
Bank of America Corp	N/A	—	1,416,943	-1,416,943	-100%	$87.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	803,310	-803,310	-100%	$49.5M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	365,095	-365,095	-100%	$22.5M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	320,755	-320,755	-100%	$19.8M	—	—	—
Aspire Capital Advisors LLC	N/A	—	256,195	-256,195	-100%	$15.8M	—	—	—
IFG Advisory, LLC	N/A	—	254,762	-254,762	-100%	$15.7M	—	—	—
Cetera Investment Advisers	N/A	—	231,857	-231,857	-100%	$14.3M	—	—	—
Advisors Capital Management, LLC	N/A	—	186,523	-186,523	-100%	$11.5M	—	—	—
Cresset Asset Management, LLC	N/A	—	180,353	-180,353	-100%	$11.1M	—	—	—
Morgan Stanley	N/A	—	155,471	-155,471	-100%	$9.6M	—	—	—
JPMorgan Chase & Co	N/A	—	123,985	-123,985	-100%	$7.7M	—	—	—
Royal Bank of Canada	N/A	—	123,465	-123,465	-100%	$7.6M	—	—	—
Raymond James Financial Inc	N/A	—	110,438	-110,438	-100%	$6.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	106,231	-106,231	-100%	$6.5M	—	—	—
Two Sigma Investments, LP	N/A	—	99,900	-99,900	-100%	$6.2M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	84,559	-84,559	-100%	$5.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	75,363	-75,363	-100%	$4.6M	—	—	—
Prepared Retirement Institute LLC	N/A	—	68,554	-68,554	-100%	$4.2M	—	—	—
IHT Wealth Management, LLC	N/A	—	60,330	-60,330	-100%	$3.7M	—	—	—
Private Advisor Group, LLC	N/A	—	55,496	-55,496	-100%	$3.4M	—	—	—
Argent Trust Co	N/A	—	55,382	-55,382	-100%	$3.4M	—	—	—
Sanctuary Advisors, LLC	N/A	—	49,855	-49,855	-100%	$3.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	47,700	-47,700	-100%	$2.9M	—	—	—
Western Wealth Management, LLC	N/A	—	40,284	-40,284	-100%	$2.5M	—	—	—
Principal Securities, Inc.	N/A	—	38,545	-38,545	-100%	$2.4M	—	—	—
MML Investors Services, LLC	N/A	—	36,088	-36,088	-100%	$2.2M	—	—	—
Nicolet Bankshares Inc	N/A	—	35,919	-35,919	-100%	$2.2M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	32,691	-32,691	-100%	$2.0M	—	—	—
Bessemer Group Inc	N/A	—	29,945	-29,945	-100%	$1.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	28,896	-28,896	-100%	$1.8M	—	—	—
World Investment Advisors	N/A	—	27,355	-27,355	-100%	$1.5M	—	—	—
NorthRock Partners, LLC	N/A	—	23,667	-23,667	-100%	$1.5M	—	—	—
Wells Fargo & Company	N/A	—	22,962	-22,962	-100%	$1.4M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	21,371	-21,371	-100%	$1.3M	—	—	—
Arax Advisory Partners	N/A	—	21,008	-21,008	-100%	$1.3M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	20,820	-20,820	-100%	$1.3M	—	—	—
CreativeOne Wealth, LLC	N/A	—	20,018	-20,018	-100%	$1.2M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	19,921	-19,921	-100%	$1.2M	—	—	—
XTX Topco Ltd	N/A	—	19,156	-19,156	-100%	$1.2M	—	—	—
Mariner, LLC	N/A	—	17,529	-17,529	-100%	$1.1M	—	—	—
Continuum Advisory, LLC	N/A	—	17,215	-17,215	-100%	$1.1M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	15,646	-15,646	-100%	$963.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	15,523	-15,523	-100%	$956.2K	—	—	—
Citadel Advisors LLC	N/A	—	14,816	-14,816	-100%	$912.7K	—	—	—
Quotient Wealth Partners, LLC	N/A	—	14,500	-14,500	-100%	$893.2K	—	—	—
Liberty Square Wealth Partners LLC	N/A	—	13,527	-13,527	-100%	$833.3K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	12,510	-12,510	-100%	$770.6K	—	—	—
Clark Capital Management Group, Inc.	N/A	—	11,979	-11,979	-100%	$737.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,751	-10,751	-100%	$662.3K	—	—	—
Stifel Financial Corp	N/A	—	10,191	-10,191	-100%	$627.8K	—	—	—
AQR Capital Management LLC	N/A	—	9,910	-9,910	-100%	$610.5K	—	—	—
Nuveen, LLC	N/A	—	9,650	-9,650	-100%	$594.4K	—	—	—
Advisory Services Network, LLC	N/A	—	9,632	-9,632	-100%	$593.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	8,244	-8,244	-100%	$507.8K	—	—	—
Harbour Investments, Inc.	N/A	—	8,114	-8,114	-100%	$499.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	6,604	-6,604	-100%	$406.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	6,322	-6,322	-100%	$389.4K	—	—	—
Waverly Advisors, LLC	N/A	—	5,479	-5,479	-100%	$337.5K	—	—	—
Florida Financial Advisors, LLC	N/A	—	5,316	-5,316	-100%	$327.5K	—	—	—
Liberty Wealth Management LLC	N/A	—	5,017	-5,017	-100%	$270.6K	—	—	—
M3 Advisory Group, LLC	N/A	—	4,715	-4,715	-100%	$290.4K	—	—	—
Cadia Private Client LLC	N/A	—	4,527	-4,527	-100%	$278.9K	—	—	—
Brooks, Moore & Associates, Inc.	N/A	—	4,465	-4,465	-100%	$275.0K	—	—	—
Walter & Keenan Wealth Management LLC	N/A	—	4,400	-4,400	-100%	$271.0K	—	—	—
FMR LLC	N/A	—	4,399	-4,399	-100%	$271.0K	—	—	—
Betterment LLC	N/A	—	3,701	-3,701	-100%	$228.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,545	-3,545	-100%	$218.4K	—	—	—
Capital Analysts, LLC	N/A	—	2,966	-2,966	-100%	$183.0K	—	—	—
AE Wealth Management LLC	N/A	—	2,106	-2,106	-100%	$129.7K	—	—	—
BFC Planning, Inc.	N/A	—	1,102	-1,102	-100%	$67.9K	—	—	—
Bogart Wealth, LLC	N/A	—	1,100	-1,100	-100%	$67.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	943	-943	-100%	$58.1K	—	—	—
Miller Capital Partners, Inc.	N/A	—	750	-750	-100%	$46.2K	—	—	—
EFG International AG	N/A	—	508	-508	-100%	$31.3K	—	—	—
BlackRock, Inc.	N/A	—	274	-274	-100%	$16.9K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	220	-220	-100%	$13.6K	—	—	—
Vanguard Advisers Inc	N/A	—	157	-157	-100%	$9.7K	—	—	—
Dunhill Financial, LLC	N/A	—	150	-150	-100%	$9.2K	—	—	—
Tidemark, LLC	N/A	—	74	-74	-100%	$4.6K	—	—	—
Bank of Montreal	N/A	—	74	-74	-100%	$4.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	22	-22	-100%	$1.4K	—	—	—

Showing 194 of 194 institutions