JPMorgan Active Value ETF (JAVA)

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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Sagespring Wealth Partners, LLC

INCREASED

Shares5,401,535 from 5,187,608

Change+213,927 (+4%)

Value$430.6M (+$18.7M)

Filed 2026-10-22

OpenArc Corporate Advisory, LLC

INCREASED

Shares2,834,245 from 2,660,580

Change+173,665 (+7%)

Value$225.9M (+$14.7M)

Filed 2026-10-21

Avior Wealth Management, LLC

INCREASED

Shares1,002,489 from 956,185

Change+46,304 (+5%)

Value$79.9M (+$4.0M)

Filed 2026-10-13

Orrstown Financial Services Inc

DECREASED

Shares859,042 from 864,654

Change-5,612 (-1%)

Value$68.5M (-$179.3K)

Filed 2026-10-14

Steph & Co

DECREASED

Shares857,239 from 912,599

Change-55,360 (-6%)

Value$68.3M (-$4.1M)

Filed 2026-10-07

Kestra Advisory Services, LLC

INCREASED

Shares686,505 from 658,701

Change+27,804 (+4%)

Value$54.7M (+$2.4M)

Filed 2026-11-02

FSM Wealth Advisors, LLC

INCREASED

Shares576,158 from 550,530

Change+25,628 (+5%)

Value$46.7M (+$3.0M)

Filed 2026-10-27

Northwest Financial Advisors

DECREASED

Shares557,437 from 567,601

Change-10,164 (-2%)

Value$44.4M (-$634.3K)

Filed 2026-10-27

Unique Wealth, LLC

INCREASED

Shares491,331 from 470,589

Change+20,742 (+4%)

Value$39.2M (+$1.8M)

Filed 2026-10-16

Commonwealth Equity Services, LLC

DECREASED

Shares490,111 from 620,924

Change-130,813 (-21%)

Value$39.1M (-$10.2M)

Filed 2026-11-02

Daymark Wealth Partners, LLC

INCREASED

Shares425,434 from 404,169

Change+21,265 (+5%)

Value$33.9M (+$1.8M)

Filed 2026-11-04

Americana Partners, LLC

INCREASED

Shares403,635 from 378,711

Change+24,924 (+7%)

Value$32.2M (+$2.1M)

Filed 2026-10-28

WealthPlan Investment Management, LLC

DECREASED

Shares345,482 from 380,934

Change-35,452 (-9%)

Value$27.5M (-$2.7M)

Filed 2026-10-15

Centerline Wealth Advisors, LLC

INCREASED

Shares309,239 from 305,286

Change+3,953 (+1%)

Value$24.7M (+$409.8K)

Filed 2026-10-15

Davenport & Co LLC

INCREASED

Shares306,668 from 240,777

Change+65,891 (+27%)

Value$24.4M (+$5.3M)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares293,835 from 28,824

Change+265,011 (+919%)

Value$23.4M (+$21.1M)

Filed 2026-10-16

Convergence Financial, LLC

DECREASED

Shares286,365 from 552,018

Change-265,653 (-48%)

Value$22.8M (-$21.0M)

Filed 2026-10-27

Confluence Wealth Services, Inc.

INCREASED

Shares275,957 from 246,308

Change+29,649 (+12%)

Value$22.0M (+$2.4M)

Filed 2026-11-05

Triangle Securities Wealth Management

INCREASED

Shares256,282 from 253,006

Change+3,276 (+1%)

Value$20.4M (+$339.6K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares207,858 from 307,626

Change-99,768 (-32%)

Value$16.6K (-$24.4M)

Filed 2026-11-02

Gill Capital Partners, LLC

INCREASED

Shares196,247 from 182,052

Change+14,195 (+8%)

Value$15.6M (+$1.2M)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

INCREASED

Shares185,892 from 177,120

Change+8,772 (+5%)

Value$14.8M (+$754.2K)

Filed 2026-10-16

ARQ Wealth Advisors, LLC

INCREASED

Shares184,226 from 179,615

Change+4,611 (+3%)

Value$14.7M (+$308.3K)

Filed 2026-10-29

Exchange Traded Concepts, LLC

INCREASED

Shares157,404 from 155,601

Change+1,803 (+1%)

Value$12.5M (+$192.0K)

Filed 2026-10-28

MLG Wealth Management DBA Pine Grove Financial Group

DECREASED

Shares132,901 from 133,932

Change-1,031 (-1%)

Value$10.6M (+$70.6K)

Filed 2026-10-13

Apollon Wealth Management, LLC

INCREASED

Shares116,902 from 3,409

Change+113,493 (+3329%)

Value$9.3M (+$9.0M)

Filed 2026-10-23

MN Wealth Advisors, LLC

INCREASED

Shares106,445 from 104,126

Change+2,319 (+2%)

Value$8.5M (+$217.1K)

Filed 2026-10-23

Cyndeo Wealth Partners, LLC

INCREASED

Shares101,301 from 93,194

Change+8,107 (+9%)

Value$8.1M (+$675.2K)

Filed 2026-10-16

Sima Wealth Partners, LLC

INCREASED

Shares98,922 from 92,826

Change+6,096 (+7%)

Value$7.9M (+$514.7K)

Filed 2026-10-19

Seven Hills Financial, LLC

NEW

Shares98,692

Change+98,692

Value$7.9M

Filed 2026-10-13

Smart Wealth LLC

NEW

Shares96,049

Change+96,049

Value$7.7M

Filed 2026-11-04

Perigon Wealth Management, LLC

INCREASED

Shares85,802 from 82,266

Change+3,536 (+4%)

Value$6.8M (+$307.4K)

Filed 2026-10-22

TritonPoint Partners, LLC

INCREASED

Shares76,843 from 8,151

Change+68,692 (+843%)

Value$6.1M (+$5.5M)

Filed 2026-11-05

Gemmer Asset Management LLC

DECREASED

Shares71,113 from 72,368

Change-1,255 (-2%)

Value$5.7M (-$77.6K)

Filed 2026-10-16

Fagan Associates, Inc.

INCREASED

Shares67,434 from 65,108

Change+2,326 (+4%)

Value$5.4M (+$205.6K)

Filed 2026-10-13

Merited Wealth, LLC

INCREASED

Shares66,791 from 59,352

Change+7,439 (+13%)

Value$5.3M (+$611.5K)

Filed 2026-10-13

Advisory Solutions Group, LLC

NEW

Shares66,038

Change+66,038

Value$5.3M

Filed 2026-10-14

GGM Financial LLC

DECREASED

Shares63,901 from 65,487

Change-1,586 (-2%)

Value$5.1M (-$106.2K)

Filed 2026-11-05

Triad Wealth Partners, LLC

DECREASED

Shares63,141 from 72,757

Change-9,616 (-13%)

Value$5.0M (-$981.9K)

Filed 2026-10-26

WealthPLAN Partners, LLC

INCREASED

Shares58,033 from 53,155

Change+4,878 (+9%)

Value$4.6M (+$405.4K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares57,332 from 60,005

Change-2,673 (-4%)

Value$4.6M (-$178.2K)

Filed 2026-10-13

CMH Wealth Management LLC

INCREASED

Shares56,076 from 51,550

Change+4,526 (+9%)

Value$4.5M (+$376.8K)

Filed 2026-10-22

Denver PWM, LLC

DECREASED

Shares49,935 from 50,176

Change-241 (0%)

Value$4.0M (-$225.9K)

Filed 2026-10-22

Elevation Point Wealth Partners, LLC

DECREASED

Shares48,496 from 99,492

Change-50,996 (-51%)

Value$3.9M (-$4.0M)

Filed 2026-11-05

Ascent Group, LLC

DECREASED

Shares48,305 from 48,460

Change-155 (0%)

Value$3.9M (+$2.7K)

Filed 2026-10-30

Worth Financial Advisory Group, LLC

INCREASED

Shares45,704 from 45,661

Change+43 (+0%)

Value$3.6M (+$17.6K)

Filed 2026-10-19

Prism Advisors, Inc.

DECREASED

Shares39,517 from 242,984

Change-203,467 (-84%)

Value$3.2M (-$16.1M)

Filed 2026-10-09

Independence Asset Advisors, LLC

INCREASED

Shares37,291 from 29,710

Change+7,581 (+26%)

Value$3.0M (+$613.6K)

Filed 2026-10-23

Cornerstone Wealth Management, LLC

INCREASED

Shares37,165 from 22,152

Change+15,013 (+68%)

Value$3.0M (+$1.2M)

Filed 2026-11-04

Ascentis Independent Advisors

NEW

Shares36,475

Change+36,475

Value$2.9M

Filed 2026-11-03

Compass Wealth Management, LLC

DECREASED

Shares35,402 from 35,667

Change-265 (-1%)

Value$2.8M (-$10.1K)

Filed 2026-10-30

Fairvoy Private Wealth, LLC

INCREASED

Shares32,535 from 26,099

Change+6,436 (+25%)

Value$2.6M (+$521.2K)

Filed 2026-10-19

MGO One Seven LLC

INCREASED

Shares32,010 from 30,331

Change+1,679 (+6%)

Value$2.6M (+$143.3K)

Filed 2026-10-28

Crumly & Associates Inc.

DECREASED

Shares30,801 from 30,838

Change-37 (0%)

Value$2.5M (+$6.6K)

Filed 2026-10-07

Creative Planning

INCREASED

Shares27,816 from 5,107

Change+22,709 (+445%)

Value$2.2M (+$1.8M)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares26,667 from 26,648

Change+19 (+0%)

Value$2.1M (+$9.7K)

Filed 2026-10-28

Heritage Wealth Management, Inc.

INCREASED

Shares26,482 from 25,646

Change+836 (+3%)

Value$2.1M (+$74.6K)

Filed 2026-10-28

First Heartland Consultants, Inc.

INCREASED

Shares25,791 from 22,603

Change+3,188 (+14%)

Value$2.1M (+$261.1K)

Filed 2026-10-08

PUREfi Wealth, LLC

INCREASED

Shares24,711 from 23,382

Change+1,329 (+6%)

Value$2.0M (+$113.2K)

Filed 2026-10-19

Ignite Planners, LLC

INCREASED

Shares24,414 from 23,140

Change+1,274 (+6%)

Value$1.9M (+$110.7K)

Filed 2026-10-14

Traveka Wealth, LLC

INCREASED

Shares22,846 from 21,049

Change+1,797 (+9%)

Value$1.8M (+$149.7K)

Filed 2026-10-19

Elevation Wealth Management LLC

INCREASED

Shares22,667 from 21,695

Change+972 (+4%)

Value$1.8M (+$84.2K)

Filed 2026-11-02

Landaas & Co

INCREASED

Shares21,442 from 21,441

Change+1 (0%)

Value$1.7M (+$6.7K)

Filed 2026-10-29

Farther Finance Advisors, LLC

DECREASED

Shares20,875 from 22,422

Change-1,547 (-7%)

Value$1.7M (-$116.4K)

Filed 2026-10-08

3Chopt Investment Partners, LLC

DECREASED

Shares20,058 from 20,449

Change-391 (-2%)

Value$1.6M (-$24.8K)

Filed 2026-10-30

Mascagni Wealth Management, Inc.

INCREASED

Shares19,850 from 19,351

Change+499 (+3%)

Value$1.6M (+$45.8K)

Filed 2026-10-23

WBH Advisory Inc

DECREASED

Shares18,842 from 34,565

Change-15,723 (-45%)

Value$1.5M (-$1.2M)

Filed 2026-11-05

Citizens Financial Group Inc

NEW

Shares18,710

Change+18,710

Value$1.5M

Filed 2026-10-23

Sugar Maple Asset Management, LLC

DECREASED

Shares17,932 from 18,176

Change-244 (-1%)

Value$1.4M (-$13.8K)

Filed 2026-10-13

Nova Financial LLC

NEW

Shares16,920

Change+16,920

Value$1.3M

Filed 2026-11-04

Clear Creek Financial Management, LLC

DECREASED

Shares16,845 from 17,075

Change-230 (-1%)

Value$1.3M (-$13.1K)

Filed 2026-10-28

Curry Webb Wealth Management LLC

UNCHANGED

Shares16,046 from 16,046

Change0 (0%)

Value$1.3M ($0)

Filed 2026-10-22

Fifth Third Bancorp

INCREASED

Shares15,039 from 9,874

Change+5,165 (+52%)

Value$1.2M (+$414.8K)

Filed 2026-11-05

Beaumont Financial Advisors, LLC

DECREASED

Shares14,999 from 15,089

Change-90 (-1%)

Value$1.2M (-$2.5K)

Filed 2026-10-22

Bill Few Associates, Inc.

INCREASED

Shares14,385 from 13,108

Change+1,277 (+10%)

Value$1.1M (+$105.9K)

Filed 2026-10-09

Krilogy Financial LLC

INCREASED

Shares14,328 from 13,658

Change+670 (+5%)

Value$1.2M (+$88.3K)

Filed 2026-10-13

Private Trust Co NA

INCREASED

Shares14,056 from 13,484

Change+572 (+4%)

Value$1.1M (+$49.8K)

Filed 2026-10-20

RFG Advisory, LLC

NEW

Shares13,783

Change+13,783

Value$1.1M

Filed 2026-11-03

Frontier Asset Management, LLC

DECREASED

Shares13,197 from 14,043

Change-846 (-6%)

Value$1.1M (-$63.1K)

Filed 2026-10-28

Sutton Place Investors LLC

INCREASED

Shares13,151 from 12,941

Change+210 (+2%)

Value$1.0M (+$20.8K)

Filed 2026-10-20

Kuhn & Co Investment Counsel

UNCHANGED

Shares11,710 from 11,710

Change0 (0%)

Value$933.5K (+$3.6K)

Filed 2026-10-29

Summit Wealth Group LLC / Co

UNCHANGED

Shares11,685 from 11,685

Change0 (0%)

Value$931.5K (+$3.6K)

Filed 2026-10-29

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares11,680 from 13,835

Change-2,155 (-16%)

Value$931.1K (-$167.5K)

Filed 2026-10-05

Procyon Advisors, LLC

INCREASED

Shares11,562 from 11,558

Change+4 (+0%)

Value$921.7K (+$3.8K)

Filed 2026-10-21

Verity Asset Management, Inc.

INCREASED

Shares11,047 from 10,743

Change+304 (+3%)

Value$880.8K (+$27.5K)

Filed 2026-10-30

Lake Street Private Wealth, LLC

DECREASED

Shares10,563 from 11,329

Change-766 (-7%)

Value$842.0K (-$57.7K)

Filed 2026-10-22

M.E. Allison & Co., Inc.

UNCHANGED

Shares10,210 from 10,210

Change0 (0%)

Value$813.9K (+$3.2K)

Filed 2026-10-09

Oak Barrel Wealth Advisory LLC

INCREASED

Shares10,112 from 10,083

Change+29 (+0%)

Value$806.1K (+$5.4K)

Filed 2026-11-05

Oppenheimer & Co Inc

INCREASED

Shares9,814 from 8,464

Change+1,350 (+16%)

Value$782.4K (+$110.2K)

Filed 2026-10-26

HUB Investment Partners, LLC

UNCHANGED

Shares9,669 from 9,669

Change0 (0%)

Value$770.8K (+$3.0K)

Filed 2026-11-03

Moneco Advisors, LLC

DECREASED

Shares9,540 from 9,594

Change-54 (-1%)

Value$760.5K (-$1.3K)

Filed 2026-11-05

Bank of New York Mellon Corp

NEW

Shares9,129

Change+9,129

Value$727.8K

Filed 2026-11-05

Weil Company, Inc.

DECREASED

Shares8,885 from 10,470

Change-1,585 (-15%)

Value$708.4K (-$123.1K)

Filed 2026-10-14

Obermeyer Wealth Partners

UNCHANGED

Shares8,372 from 8,372

Change0 (0%)

Value$667.4K (+$2.6K)

Filed 2026-10-21

Clear Point Advisors Inc.

INCREASED

Shares8,342 from 7,767

Change+575 (+7%)

Value$665.0K (+$48.2K)

Filed 2026-10-30

SeaCrest Wealth Management, LLC

INCREASED

Shares8,102 from 7,466

Change+636 (+9%)

Value$645.9K (+$53.0K)

Filed 2026-10-21

Apella Capital, LLC

UNCHANGED

Shares7,360 from 7,360

Change0 (0%)

Value$594.2K (+$2.0K)

Filed 2026-10-08

Cordgrass Capital Advisors, LLC

DECREASED

Shares7,098 from 7,119

Change-21 (0%)

Value$565.9K (+$533)

Filed 2026-10-30

Atria Investments, Inc

INCREASED

Shares6,779 from 3,592

Change+3,187 (+89%)

Value$540.4K (+$255.2K)

Filed 2026-10-15

Harbor Investment Advisory, LLC

INCREASED

Shares6,712 from 6,588

Change+124 (+2%)

Value$535.1K (+$11.9K)

Filed 2026-10-13

Independent Financial Group, LLC

INCREASED

Shares6,517 from 5,892

Change+625 (+11%)

Value$519.5K (+$51.7K)

Filed 2026-10-13

J.W. Cole Advisors, Inc.

DECREASED

Shares6,442 from 6,567

Change-125 (-2%)

Value$513.5K (-$8.0K)

Filed 2026-11-05

Vise Technologies, Inc.

INCREASED

Shares6,384 from 6,345

Change+39 (+1%)

Value$509.0K (+$5.1K)

Filed 2026-10-29

AdvisorNet Financial, Inc

DECREASED

Shares6,224 from 9,345

Change-3,121 (-33%)

Value$506.9K (-$235.3K)

Filed 2026-10-15

Truist Financial Corp

INCREASED

Shares6,064 from 5,619

Change+445 (+8%)

Value$483.4K (+$37.2K)

Filed 2026-10-30

Axxcess Wealth Management, LLC

INCREASED

Shares5,936 from 3,940

Change+1,996 (+51%)

Value$473.3K (+$160.4K)

Filed 2026-10-21

Avaii Wealth Management, LLC

INCREASED

Shares5,919 from 5,774

Change+145 (+3%)

Value$474.7K (+$16.2K)

Filed 2026-10-09

Amplius Wealth Advisors, LLC

NEW

Shares5,698

Change+5,698

Value$454.2K

Filed 2026-10-20

Total Clarity Wealth Management, Inc.

INCREASED

Shares5,697 from 5,572

Change+125 (+2%)

Value$454.2K (+$11.7K)

Filed 2026-10-26

Global Wealth Strategies & Associates

DECREASED

Shares5,523 from 5,993

Change-470 (-8%)

Value$440.3K (-$35.6K)

Filed 2026-10-02

Fifth Third Securities, Inc.

NEW

Shares4,953

Change+4,953

Value$394.9K

Filed 2026-10-21

Visionary Wealth Advisors

DECREASED

Shares4,951 from 4,993

Change-42 (-1%)

Value$394.7K (-$1.8K)

Filed 2026-11-04

Firethorn Wealth Partners, LLC

DECREASED

Shares4,863 from 5,267

Change-404 (-8%)

Value$387.6K (-$30.6K)

Filed 2026-10-14

Albion Financial Group

UNCHANGED

Shares4,850 from 4,850

Change0 (0%)

Value$386.6K (+$1.5K)

Filed 2026-10-21

Indivisible Partners

NEW

Shares4,744

Change+4,744

Value$378.2K

Filed 2026-10-26

First Premier Bank

UNCHANGED

Shares4,718 from 4,718

Change0 (0%)

Value$376 (+$1)

Filed 2026-10-13

Westside Investment Management, Inc.

UNCHANGED

Shares4,631 from 4,631

Change0 (0%)

Value$371.4K (+$3.7K)

Filed 2026-11-02

MBL Wealth, LLC

NEW

Shares4,600

Change+4,600

Value$366.7K

Filed 2026-10-22

Luts & Greenleigh Group, Inc.

INCREASED

Shares4,110 from 3,866

Change+244 (+6%)

Value$327.6K (+$20.6K)

Filed 2026-11-05

Emergent Wealth Advisors, LLC

DECREASED

Shares4,039 from 5,939

Change-1,900 (-32%)

Value$322.0K (-$149.6K)

Filed 2026-10-09

Alliance Wealth Advisors, LLC

UNCHANGED

Shares4,003 from 4,003

Change0 (0%)

Value$319.1K (+$1.2K)

Filed 2026-10-14

Capital Management Associates, Inc

NEW

Shares3,779

Change+3,779

Value$301.2K

Filed 2026-10-20

Aegis Wealth Management, Inc.

INCREASED

Shares3,645 from 2,763

Change+882 (+32%)

Value$290.6K (+$71.2K)

Filed 2026-10-26

Eclectic Associates Inc

UNCHANGED

Shares3,622 from 3,622

Change0 (0%)

Value$288.7K (+$1.1K)

Filed 2026-10-09

StoneX Group Inc.

INCREASED

Shares3,445 from 3,400

Change+45 (+1%)

Value$274.7K (+$4.7K)

Filed 2026-11-03

Plan Group Financial, LLC

DECREASED

Shares3,278 from 4,602

Change-1,324 (-29%)

Value$271.2K (-$94.2K)

Filed 2026-10-22

MBA Advisors LLC

DECREASED

Shares3,255 from 3,346

Change-91 (-3%)

Value$259.5K (-$6.2K)

Filed 2026-10-29

Private Wealth Partners, LLC

UNCHANGED

Shares3,200 from 3,200

Change0 (0%)

Value$255.1K (+$992)

Filed 2026-10-22

Bond & Devick Financial Network, Inc.

NEW

Shares3,123

Change+3,123

Value$249.0K

Filed 2026-10-23

Capital Advisors Wealth Management, LLC

INCREASED

Shares3,033 from 3,014

Change+19 (+1%)

Value$241.8K (+$2.4K)

Filed 2026-10-09

Kelly Financial Services LLC

DECREASED

Shares2,949 from 2,990

Change-41 (-1%)

Value$235.1K (-$2.4K)

Filed 2026-10-20

First Affirmative Financial Network

NEW

Shares2,923

Change+2,923

Value$233.0K

Filed 2026-10-21

CRA Financial Services, LLC

NEW

Shares2,913

Change+2,913

Value$232.2K

Filed 2026-10-16

Thurston, Springer, Miller, Herd & Titak, Inc.

DECREASED

Shares2,840 from 20,255

Change-17,415 (-86%)

Value$226.4K (-$1.4M)

Filed 2026-10-14

Triumph Capital Management

INCREASED

Shares2,806 from 2,524

Change+282 (+11%)

Value$223.7K (+$23.3K)

Filed 2026-10-14

Financial Partners Group, Inc

INCREASED

Shares2,597 from 2,581

Change+16 (+1%)

Value$207.0K (+$2.1K)

Filed 2026-10-19

Parallel Advisors, LLC

UNCHANGED

Shares1,840 from 1,840

Change0 (0%)

Value$146.7K (+$571)

Filed 2026-11-03

Ashton Thomas Private Wealth, LLC

DECREASED

Shares1,471 from 1,484

Change-13 (-1%)

Value$117.3K (-$576)

Filed 2026-11-03

Compass Financial Management LLC

DECREASED

Shares1,063 from 1,239

Change-176 (-14%)

Value$84.7K (-$18.4K)

Filed 2026-10-30

Richards, Merrill & Peterson, Inc.

DECREASED

Shares889 from 1,014

Change-125 (-12%)

Value$70.9K (-$9.7K)

Filed 2026-10-19

Root Financial Partners, LLC

NEW

Shares800

Change+800

Value$63.8K

Filed 2026-10-21

Main Street Group, LTD

UNCHANGED

Shares534 from 534

Change0 (0%)

Value$42.6K (+$165)

Filed 2026-10-28

Capital Investment Advisory Services, LLC

NEW

Shares533

Change+533

Value$42.5K

Filed 2026-10-30

Pinnacle Bancorp, Inc.

DECREASED

Shares478 from 1,438

Change-960 (-67%)

Value$38.1K (-$76.1K)

Filed 2026-10-21

Spire Wealth Management

UNCHANGED

Shares433 from 433

Change0 (0%)

Value$34.5K (+$168)

Filed 2026-10-30

Creative Financial Designs Inc

INCREASED

Shares388 from 18

Change+370 (+2056%)

Value$30.9K (+$29.5K)

Filed 2026-11-04

Financial Consulate, Inc

NEW

Shares374

Change+374

Value$29.8K

Filed 2026-10-23

Horizon Financial Services, LLC

NEW

Shares344

Change+344

Value$27.4K

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares336

Change+336

Value$26.8K

Filed 2026-10-27

Farmers & Merchants Trust Co of Chambersburg PA

NEW

Shares267

Change+267

Value$21

Filed 2026-10-14

Farmers & Merchants Investments Inc

UNCHANGED

Shares239 from 239

Change0 (0%)

Value$19.1K (+$74)

Filed 2026-10-22

UNCHANGED

Shares228 from 228

Change0 (0%)

Value$18.2K (+$71)

Filed 2026-10-23

Signaturefd, LLC

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$11.2K (+$44)

Filed 2026-10-23

Rossby Financial, LCC

UNCHANGED

Shares122 from 122

Change0 (0%)

Value$9.7K (+$38)

Filed 2026-11-05

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares96 from 96

Change0 (0%)

Value$7.7K (+$52)

Filed 2026-10-27

Mcdonald Partners LLC

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$6.1K (+$23)

Filed 2026-11-03

Gleason Group, Inc.

NEW

Shares64

Change+64

Value$5.1K

Filed 2026-10-15

Abound Wealth Management

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$5.0K (+$20)

Filed 2026-10-26

Essential Investment Partners LLC

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$3.7K (+$14)

Filed 2026-10-27

Rosenberg Matthew Hamilton

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$3.6K (+$14)

Filed 2026-10-05

Assetmark, Inc

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$3.1K (+$12)

Filed 2026-10-21

SBI Securities Co., Ltd.

DECREASED

Shares38 from 53

Change-15 (-28%)

Value$3.0K (-$1.2K)

Filed 2026-10-22

Security National Bank

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$2.4K (+$10)

Filed 2026-10-26

Asset Dedication, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$2.0K (+$13)

Filed 2026-11-03

Arlington Financial Advisors, LLC

CLOSED

Shares0 from 374,162

Change-374,162 (-100%)

Value$0 (-$29.7M)

Filed 2026-10-19

Providence First Trust Co

CLOSED

Shares0 from 14,562

Change-14,562 (-100%)

Value$0 (-$1.2M)

Filed 2026-11-02

Compound Planning, Inc.

CLOSED

Shares0 from 9,108

Change-9,108 (-100%)

Value$0 (-$723.3K)

Filed 2026-11-05

Beacon Capital Management, LLC

CLOSED

Shares0 from 3,775

Change-3,775 (-100%)

Value$0 (-$299.8K)

Filed 2026-10-23

Lido Advisors, LLC

CLOSED

Shares0 from 2,770

Change-2,770 (-100%)

Value$0 (-$220.0K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 446

Change-446 (-100%)

Value$0 (-$35.6K)

Filed 2026-11-02

Tower Trust & Investment Co

CLOSED

Shares0 from 145

Change-145 (-100%)

Value$0 (-$11.5K)

Filed 2026-10-28

Trust Co of Vermont

CLOSED

Shares0 from 68

Change-68 (-100%)

Value$0 (-$5.4K)

Filed 2026-10-21

CoreCap Advisors, LLC

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$2.7K)

Filed 2026-10-08

JPMorgan Chase & Co

N/A

Shares— from 20,570,939

Change-20,570,939 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 9,053,209

Change-9,053,209 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 7,226,489

Change-7,226,489 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,539,213

Change-2,539,213 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,879,375

Change-1,879,375 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,688,045

Change-1,688,045 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 1,458,706

Change-1,458,706 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,306,578

Change-1,306,578 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,121,325

Change-1,121,325 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,054,640

Change-1,054,640 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 930,344

Change-930,344 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 827,129

Change-827,129 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 735,629

Change-735,629 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 730,947

Change-730,947 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 703,546

Change-703,546 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 634,876

Change-634,876 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 591,136

Change-591,136 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 561,090

Change-561,090 (-100%)

Value—

Intellus Advisors LLC

N/A

Shares— from 490,286

Change-490,286 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 455,055

Change-455,055 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 428,827

Change-428,827 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 394,605

Change-394,605 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 344,898

Change-344,898 (-100%)

Value—

UBS Group AG

N/A

Shares— from 308,402

Change-308,402 (-100%)

Value—

Storen Legacy Partners, LLC

N/A

Shares— from 242,201

Change-242,201 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 239,863

Change-239,863 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 237,042

Change-237,042 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 207,083

Change-207,083 (-100%)

Value—

Bcgm Wealth Management, LLC

N/A

Shares— from 174,732

Change-174,732 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 164,361

Change-164,361 (-100%)

Value—

Keyvantage Wealth, LLC

N/A

Shares— from 156,919

Change-156,919 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 142,735

Change-142,735 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 138,442

Change-138,442 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 131,393

Change-131,393 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 129,247

Change-129,247 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 119,711

Change-119,711 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 119,394

Change-119,394 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 118,452

Change-118,452 (-100%)

Value—

Resolute Wealth Strategies, LLC

N/A

Shares— from 116,560

Change-116,560 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 84,252

Change-84,252 (-100%)

Value—

Summitpoint Capital Management

N/A

Shares— from 73,974

Change-73,974 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 72,051

Change-72,051 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 72,035

Change-72,035 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 71,999

Change-71,999 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 70,588

Change-70,588 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 69,783

Change-69,783 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 68,416

Change-68,416 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 59,413

Change-59,413 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 59,303

Change-59,303 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 57,447

Change-57,447 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 54,520

Change-54,520 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 52,961

Change-52,961 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 49,835

Change-49,835 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 45,866

Change-45,866 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 41,775

Change-41,775 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 41,552

Change-41,552 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 39,953

Change-39,953 (-100%)

Value—

Quotient Wealth Partners, LLC

N/A

Shares— from 38,040

Change-38,040 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 34,310

Change-34,310 (-100%)

Value—

Hopwood Nicholas Hunter

N/A

Shares— from 31,220

Change-31,220 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 31,177

Change-31,177 (-100%)

Value—

Cauble & Harre Wealth Management, Inc.

N/A

Shares— from 30,299

Change-30,299 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 27,230

Change-27,230 (-100%)

Value—

Atlanta Consulting Group Advisors, LLC

N/A

Shares— from 23,395

Change-23,395 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 20,776

Change-20,776 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 20,134

Change-20,134 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 19,623

Change-19,623 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 18,578

Change-18,578 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 18,474

Change-18,474 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 16,631

Change-16,631 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 16,109

Change-16,109 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 16,102

Change-16,102 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 13,766

Change-13,766 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 13,247

Change-13,247 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,726

Change-12,726 (-100%)

Value—

Wayfinding Financial, LLC

N/A

Shares— from 12,509

Change-12,509 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 12,101

Change-12,101 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 11,700

Change-11,700 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,618

Change-11,618 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 11,022

Change-11,022 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 10,617

Change-10,617 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 10,364

Change-10,364 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 9,619

Change-9,619 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 8,959

Change-8,959 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 8,519

Change-8,519 (-100%)

Value—

Stephens Inc

N/A

Shares— from 6,620

Change-6,620 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 6,548

Change-6,548 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 6,486

Change-6,486 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 5,889

Change-5,889 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 5,659

Change-5,659 (-100%)

Value—

Security National Bank of SO DAK

N/A

Shares— from 5,059

Change-5,059 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 5,029

Change-5,029 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 4,865

Change-4,865 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 4,527

Change-4,527 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 4,491

Change-4,491 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 4,362

Change-4,362 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 4,186

Change-4,186 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 4,179

Change-4,179 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 4,145

Change-4,145 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 3,836

Change-3,836 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 3,694

Change-3,694 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 3,329

Change-3,329 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 3,014

Change-3,014 (-100%)

Value—

Summit Wealth & Retirement Planning, Inc.

N/A

Shares— from 2,907

Change-2,907 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 2,841

Change-2,841 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 2,814

Change-2,814 (-100%)

Value—

Shared Vision Wealth Group LLC

N/A

Shares— from 2,623

Change-2,623 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 2,611

Change-2,611 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 2,589

Change-2,589 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 2,576

Change-2,576 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 2,070

Change-2,070 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 2,051

Change-2,051 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,652

Change-1,652 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 1,593

Change-1,593 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,432

Change-1,432 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,242

Change-1,242 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,215

Change-1,215 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 941

Change-941 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 737

Change-737 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 729

Change-729 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 300

Change-300 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 239

Change-239 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 88

Change-88 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Sagespring Wealth Partners, LLC	INCREASED	5,401,535	5,187,608	+213,927	+4%	$411.9M	$430.6M	+$18.7M	2026-10-22
OpenArc Corporate Advisory, LLC	INCREASED	2,834,245	2,660,580	+173,665	+7%	$211.3M	$225.9M	+$14.7M	2026-10-21
Avior Wealth Management, LLC	INCREASED	1,002,489	956,185	+46,304	+5%	$75.9M	$79.9M	+$4.0M	2026-10-13
Orrstown Financial Services Inc	DECREASED	859,042	864,654	-5,612	-1%	$68.7M	$68.5M	-$179.3K	2026-10-14
Steph & Co	DECREASED	857,239	912,599	-55,360	-6%	$72.5M	$68.3M	-$4.1M	2026-10-07
Kestra Advisory Services, LLC	INCREASED	686,505	658,701	+27,804	+4%	$52.3M	$54.7M	+$2.4M	2026-11-02
FSM Wealth Advisors, LLC	INCREASED	576,158	550,530	+25,628	+5%	$43.7M	$46.7M	+$3.0M	2026-10-27
Northwest Financial Advisors	DECREASED	557,437	567,601	-10,164	-2%	$45.1M	$44.4M	-$634.3K	2026-10-27
Unique Wealth, LLC	INCREASED	491,331	470,589	+20,742	+4%	$37.4M	$39.2M	+$1.8M	2026-10-16
Commonwealth Equity Services, LLC	DECREASED	490,111	620,924	-130,813	-21%	$49.3M	$39.1M	-$10.2M	2026-11-02
Daymark Wealth Partners, LLC	INCREASED	425,434	404,169	+21,265	+5%	$32.1M	$33.9M	+$1.8M	2026-11-04
Americana Partners, LLC	INCREASED	403,635	378,711	+24,924	+7%	$30.1M	$32.2M	+$2.1M	2026-10-28
WealthPlan Investment Management, LLC	DECREASED	345,482	380,934	-35,452	-9%	$30.2M	$27.5M	-$2.7M	2026-10-15
Centerline Wealth Advisors, LLC	INCREASED	309,239	305,286	+3,953	+1%	$24.2M	$24.7M	+$409.8K	2026-10-15
Davenport & Co LLC	INCREASED	306,668	240,777	+65,891	+27%	$19.1M	$24.4M	+$5.3M	2026-10-14
IFP Advisors, Inc	INCREASED	293,835	28,824	+265,011	+919%	$2.3M	$23.4M	+$21.1M	2026-10-16
Convergence Financial, LLC	DECREASED	286,365	552,018	-265,653	-48%	$43.8M	$22.8M	-$21.0M	2026-10-27
Confluence Wealth Services, Inc.	INCREASED	275,957	246,308	+29,649	+12%	$19.6M	$22.0M	+$2.4M	2026-11-05
Triangle Securities Wealth Management	INCREASED	256,282	253,006	+3,276	+1%	$20.1M	$20.4M	+$339.6K	2026-10-14
Cambridge Investment Research Advisors, Inc.	DECREASED	207,858	307,626	-99,768	-32%	$24.4M	$16.6K	-$24.4M	2026-11-02
Gill Capital Partners, LLC	INCREASED	196,247	182,052	+14,195	+8%	$14.5M	$15.6M	+$1.2M	2026-10-13
Concurrent Investment Advisors, LLC	INCREASED	185,892	177,120	+8,772	+5%	$14.1M	$14.8M	+$754.2K	2026-10-16
ARQ Wealth Advisors, LLC	INCREASED	184,226	179,615	+4,611	+3%	$14.4M	$14.7M	+$308.3K	2026-10-29
Exchange Traded Concepts, LLC	INCREASED	157,404	155,601	+1,803	+1%	$12.4M	$12.5M	+$192.0K	2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group	DECREASED	132,901	133,932	-1,031	-1%	$10.5M	$10.6M	+$70.6K	2026-10-13
Apollon Wealth Management, LLC	INCREASED	116,902	3,409	+113,493	+3329%	$270.7K	$9.3M	+$9.0M	2026-10-23
MN Wealth Advisors, LLC	INCREASED	106,445	104,126	+2,319	+2%	$8.3M	$8.5M	+$217.1K	2026-10-23
Cyndeo Wealth Partners, LLC	INCREASED	101,301	93,194	+8,107	+9%	$7.4M	$8.1M	+$675.2K	2026-10-16
Sima Wealth Partners, LLC	INCREASED	98,922	92,826	+6,096	+7%	$7.4M	$7.9M	+$514.7K	2026-10-19
Seven Hills Financial, LLC	NEW	98,692	—	+98,692	—	—	$7.9M	—	2026-10-13
Smart Wealth LLC	NEW	96,049	—	+96,049	—	—	$7.7M	—	2026-11-04
Perigon Wealth Management, LLC	INCREASED	85,802	82,266	+3,536	+4%	$6.5M	$6.8M	+$307.4K	2026-10-22
TritonPoint Partners, LLC	INCREASED	76,843	8,151	+68,692	+843%	$647.3K	$6.1M	+$5.5M	2026-11-05
Gemmer Asset Management LLC	DECREASED	71,113	72,368	-1,255	-2%	$5.7M	$5.7M	-$77.6K	2026-10-16
Fagan Associates, Inc.	INCREASED	67,434	65,108	+2,326	+4%	$5.2M	$5.4M	+$205.6K	2026-10-13
Merited Wealth, LLC	INCREASED	66,791	59,352	+7,439	+13%	$4.7M	$5.3M	+$611.5K	2026-10-13
Advisory Solutions Group, LLC	NEW	66,038	—	+66,038	—	—	$5.3M	—	2026-10-14
GGM Financial LLC	DECREASED	63,901	65,487	-1,586	-2%	$5.2M	$5.1M	-$106.2K	2026-11-05
Triad Wealth Partners, LLC	DECREASED	63,141	72,757	-9,616	-13%	$6.0M	$5.0M	-$981.9K	2026-10-26
WealthPLAN Partners, LLC	INCREASED	58,033	53,155	+4,878	+9%	$4.2M	$4.6M	+$405.4K	2026-10-15
Wealth Enhancement Advisory Services, LLC	DECREASED	57,332	60,005	-2,673	-4%	$4.8M	$4.6M	-$178.2K	2026-10-13
CMH Wealth Management LLC	INCREASED	56,076	51,550	+4,526	+9%	$4.1M	$4.5M	+$376.8K	2026-10-22
Denver PWM, LLC	DECREASED	49,935	50,176	-241	0%	$4.2M	$4.0M	-$225.9K	2026-10-22
Elevation Point Wealth Partners, LLC	DECREASED	48,496	99,492	-50,996	-51%	$7.9M	$3.9M	-$4.0M	2026-11-05
Ascent Group, LLC	DECREASED	48,305	48,460	-155	0%	$3.8M	$3.9M	+$2.7K	2026-10-30
Worth Financial Advisory Group, LLC	INCREASED	45,704	45,661	+43	+0%	$3.6M	$3.6M	+$17.6K	2026-10-19
Prism Advisors, Inc.	DECREASED	39,517	242,984	-203,467	-84%	$19.3M	$3.2M	-$16.1M	2026-10-09
Independence Asset Advisors, LLC	INCREASED	37,291	29,710	+7,581	+26%	$2.4M	$3.0M	+$613.6K	2026-10-23
Cornerstone Wealth Management, LLC	INCREASED	37,165	22,152	+15,013	+68%	$1.8M	$3.0M	+$1.2M	2026-11-04
Ascentis Independent Advisors	NEW	36,475	—	+36,475	—	—	$2.9M	—	2026-11-03
Compass Wealth Management, LLC	DECREASED	35,402	35,667	-265	-1%	$2.8M	$2.8M	-$10.1K	2026-10-30
Fairvoy Private Wealth, LLC	INCREASED	32,535	26,099	+6,436	+25%	$2.1M	$2.6M	+$521.2K	2026-10-19
MGO One Seven LLC	INCREASED	32,010	30,331	+1,679	+6%	$2.4M	$2.6M	+$143.3K	2026-10-28
Crumly & Associates Inc.	DECREASED	30,801	30,838	-37	0%	$2.4M	$2.5M	+$6.6K	2026-10-07
Creative Planning	INCREASED	27,816	5,107	+22,709	+445%	$405.6K	$2.2M	+$1.8M	2026-11-02
D.A. Davidson & Co.	INCREASED	26,667	26,648	+19	+0%	$2.1M	$2.1M	+$9.7K	2026-10-28
Heritage Wealth Management, Inc.	INCREASED	26,482	25,646	+836	+3%	$2.0M	$2.1M	+$74.6K	2026-10-28
First Heartland Consultants, Inc.	INCREASED	25,791	22,603	+3,188	+14%	$1.8M	$2.1M	+$261.1K	2026-10-08
PUREfi Wealth, LLC	INCREASED	24,711	23,382	+1,329	+6%	$1.9M	$2.0M	+$113.2K	2026-10-19
Ignite Planners, LLC	INCREASED	24,414	23,140	+1,274	+6%	$1.8M	$1.9M	+$110.7K	2026-10-14
Traveka Wealth, LLC	INCREASED	22,846	21,049	+1,797	+9%	$1.7M	$1.8M	+$149.7K	2026-10-19
Elevation Wealth Management LLC	INCREASED	22,667	21,695	+972	+4%	$1.7M	$1.8M	+$84.2K	2026-11-02
Landaas & Co	INCREASED	21,442	21,441	+1	0%	$1.7M	$1.7M	+$6.7K	2026-10-29
Farther Finance Advisors, LLC	DECREASED	20,875	22,422	-1,547	-7%	$1.8M	$1.7M	-$116.4K	2026-10-08
3Chopt Investment Partners, LLC	DECREASED	20,058	20,449	-391	-2%	$1.6M	$1.6M	-$24.8K	2026-10-30
Mascagni Wealth Management, Inc.	INCREASED	19,850	19,351	+499	+3%	$1.5M	$1.6M	+$45.8K	2026-10-23
WBH Advisory Inc	DECREASED	18,842	34,565	-15,723	-45%	$2.7M	$1.5M	-$1.2M	2026-11-05
Citizens Financial Group Inc	NEW	18,710	—	+18,710	—	—	$1.5M	—	2026-10-23
Sugar Maple Asset Management, LLC	DECREASED	17,932	18,176	-244	-1%	$1.4M	$1.4M	-$13.8K	2026-10-13
Nova Financial LLC	NEW	16,920	—	+16,920	—	—	$1.3M	—	2026-11-04
Clear Creek Financial Management, LLC	DECREASED	16,845	17,075	-230	-1%	$1.4M	$1.3M	-$13.1K	2026-10-28
Curry Webb Wealth Management LLC	UNCHANGED	16,046	16,046	0	0%	$1.3M	$1.3M	$0	2026-10-22
Fifth Third Bancorp	INCREASED	15,039	9,874	+5,165	+52%	$784.1K	$1.2M	+$414.8K	2026-11-05
Beaumont Financial Advisors, LLC	DECREASED	14,999	15,089	-90	-1%	$1.2M	$1.2M	-$2.5K	2026-10-22
Bill Few Associates, Inc.	INCREASED	14,385	13,108	+1,277	+10%	$1.0M	$1.1M	+$105.9K	2026-10-09
Krilogy Financial LLC	INCREASED	14,328	13,658	+670	+5%	$1.1M	$1.2M	+$88.3K	2026-10-13
Private Trust Co NA	INCREASED	14,056	13,484	+572	+4%	$1.1M	$1.1M	+$49.8K	2026-10-20
RFG Advisory, LLC	NEW	13,783	—	+13,783	—	—	$1.1M	—	2026-11-03
Frontier Asset Management, LLC	DECREASED	13,197	14,043	-846	-6%	$1.1M	$1.1M	-$63.1K	2026-10-28
Sutton Place Investors LLC	INCREASED	13,151	12,941	+210	+2%	$1.0M	$1.0M	+$20.8K	2026-10-20
Kuhn & Co Investment Counsel	UNCHANGED	11,710	11,710	0	0%	$929.9K	$933.5K	+$3.6K	2026-10-29
Summit Wealth Group LLC / Co	UNCHANGED	11,685	11,685	0	0%	$927.9K	$931.5K	+$3.6K	2026-10-29
MassMutual Private Wealth & Trust, FSB	DECREASED	11,680	13,835	-2,155	-16%	$1.1M	$931.1K	-$167.5K	2026-10-05
Procyon Advisors, LLC	INCREASED	11,562	11,558	+4	+0%	$917.8K	$921.7K	+$3.8K	2026-10-21
Verity Asset Management, Inc.	INCREASED	11,047	10,743	+304	+3%	$853.2K	$880.8K	+$27.5K	2026-10-30
Lake Street Private Wealth, LLC	DECREASED	10,563	11,329	-766	-7%	$899.7K	$842.0K	-$57.7K	2026-10-22
M.E. Allison & Co., Inc.	UNCHANGED	10,210	10,210	0	0%	$810.8K	$813.9K	+$3.2K	2026-10-09
Oak Barrel Wealth Advisory LLC	INCREASED	10,112	10,083	+29	+0%	$800.7K	$806.1K	+$5.4K	2026-11-05
Oppenheimer & Co Inc	INCREASED	9,814	8,464	+1,350	+16%	$672.1K	$782.4K	+$110.2K	2026-10-26
HUB Investment Partners, LLC	UNCHANGED	9,669	9,669	0	0%	$767.8K	$770.8K	+$3.0K	2026-11-03
Moneco Advisors, LLC	DECREASED	9,540	9,594	-54	-1%	$761.8K	$760.5K	-$1.3K	2026-11-05
Bank of New York Mellon Corp	NEW	9,129	—	+9,129	—	—	$727.8K	—	2026-11-05
Weil Company, Inc.	DECREASED	8,885	10,470	-1,585	-15%	$831.4K	$708.4K	-$123.1K	2026-10-14
Obermeyer Wealth Partners	UNCHANGED	8,372	8,372	0	0%	$664.8K	$667.4K	+$2.6K	2026-10-21
Clear Point Advisors Inc.	INCREASED	8,342	7,767	+575	+7%	$616.7K	$665.0K	+$48.2K	2026-10-30
SeaCrest Wealth Management, LLC	INCREASED	8,102	7,466	+636	+9%	$592.9K	$645.9K	+$53.0K	2026-10-21
Apella Capital, LLC	UNCHANGED	7,360	7,360	0	0%	$592.3K	$594.2K	+$2.0K	2026-10-08
Cordgrass Capital Advisors, LLC	DECREASED	7,098	7,119	-21	0%	$565.3K	$565.9K	+$533	2026-10-30
Atria Investments, Inc	INCREASED	6,779	3,592	+3,187	+89%	$285.2K	$540.4K	+$255.2K	2026-10-15
Harbor Investment Advisory, LLC	INCREASED	6,712	6,588	+124	+2%	$523.2K	$535.1K	+$11.9K	2026-10-13
Independent Financial Group, LLC	INCREASED	6,517	5,892	+625	+11%	$467.9K	$519.5K	+$51.7K	2026-10-13
J.W. Cole Advisors, Inc.	DECREASED	6,442	6,567	-125	-2%	$521.5K	$513.5K	-$8.0K	2026-11-05
Vise Technologies, Inc.	INCREASED	6,384	6,345	+39	+1%	$503.9K	$509.0K	+$5.1K	2026-10-29
AdvisorNet Financial, Inc	DECREASED	6,224	9,345	-3,121	-33%	$742.1K	$506.9K	-$235.3K	2026-10-15
Truist Financial Corp	INCREASED	6,064	5,619	+445	+8%	$446.2K	$483.4K	+$37.2K	2026-10-30
Axxcess Wealth Management, LLC	INCREASED	5,936	3,940	+1,996	+51%	$312.9K	$473.3K	+$160.4K	2026-10-21
Avaii Wealth Management, LLC	INCREASED	5,919	5,774	+145	+3%	$458.6K	$474.7K	+$16.2K	2026-10-09
Amplius Wealth Advisors, LLC	NEW	5,698	—	+5,698	—	—	$454.2K	—	2026-10-20
Total Clarity Wealth Management, Inc.	INCREASED	5,697	5,572	+125	+2%	$442.5K	$454.2K	+$11.7K	2026-10-26
Global Wealth Strategies & Associates	DECREASED	5,523	5,993	-470	-8%	$475.9K	$440.3K	-$35.6K	2026-10-02
Fifth Third Securities, Inc.	NEW	4,953	—	+4,953	—	—	$394.9K	—	2026-10-21
Visionary Wealth Advisors	DECREASED	4,951	4,993	-42	-1%	$396.5K	$394.7K	-$1.8K	2026-11-04
Firethorn Wealth Partners, LLC	DECREASED	4,863	5,267	-404	-8%	$418.3K	$387.6K	-$30.6K	2026-10-14
Albion Financial Group	UNCHANGED	4,850	4,850	0	0%	$385.1K	$386.6K	+$1.5K	2026-10-21
Indivisible Partners	NEW	4,744	—	+4,744	—	—	$378.2K	—	2026-10-26
First Premier Bank	UNCHANGED	4,718	4,718	0	0%	$375	$376	+$1	2026-10-13
Westside Investment Management, Inc.	UNCHANGED	4,631	4,631	0	0%	$367.7K	$371.4K	+$3.7K	2026-11-02
MBL Wealth, LLC	NEW	4,600	—	+4,600	—	—	$366.7K	—	2026-10-22
Luts & Greenleigh Group, Inc.	INCREASED	4,110	3,866	+244	+6%	$307.0K	$327.6K	+$20.6K	2026-11-05
Emergent Wealth Advisors, LLC	DECREASED	4,039	5,939	-1,900	-32%	$471.6K	$322.0K	-$149.6K	2026-10-09
Alliance Wealth Advisors, LLC	UNCHANGED	4,003	4,003	0	0%	$317.9K	$319.1K	+$1.2K	2026-10-14
Capital Management Associates, Inc	NEW	3,779	—	+3,779	—	—	$301.2K	—	2026-10-20
Aegis Wealth Management, Inc.	INCREASED	3,645	2,763	+882	+32%	$219.4K	$290.6K	+$71.2K	2026-10-26
Eclectic Associates Inc	UNCHANGED	3,622	3,622	0	0%	$287.6K	$288.7K	+$1.1K	2026-10-09
StoneX Group Inc.	INCREASED	3,445	3,400	+45	+1%	$270.0K	$274.7K	+$4.7K	2026-11-03
Plan Group Financial, LLC	DECREASED	3,278	4,602	-1,324	-29%	$365.5K	$271.2K	-$94.2K	2026-10-22
MBA Advisors LLC	DECREASED	3,255	3,346	-91	-3%	$265.7K	$259.5K	-$6.2K	2026-10-29
Private Wealth Partners, LLC	UNCHANGED	3,200	3,200	0	0%	$254.1K	$255.1K	+$992	2026-10-22
Bond & Devick Financial Network, Inc.	NEW	3,123	—	+3,123	—	—	$249.0K	—	2026-10-23
Capital Advisors Wealth Management, LLC	INCREASED	3,033	3,014	+19	+1%	$239.4K	$241.8K	+$2.4K	2026-10-09
Kelly Financial Services LLC	DECREASED	2,949	2,990	-41	-1%	$237.5K	$235.1K	-$2.4K	2026-10-20
First Affirmative Financial Network	NEW	2,923	—	+2,923	—	—	$233.0K	—	2026-10-21
CRA Financial Services, LLC	NEW	2,913	—	+2,913	—	—	$232.2K	—	2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	2,840	20,255	-17,415	-86%	$1.6M	$226.4K	-$1.4M	2026-10-14
Triumph Capital Management	INCREASED	2,806	2,524	+282	+11%	$200.4K	$223.7K	+$23.3K	2026-10-14
Financial Partners Group, Inc	INCREASED	2,597	2,581	+16	+1%	$204.9K	$207.0K	+$2.1K	2026-10-19
Parallel Advisors, LLC	UNCHANGED	1,840	1,840	0	0%	$146.1K	$146.7K	+$571	2026-11-03
Ashton Thomas Private Wealth, LLC	DECREASED	1,471	1,484	-13	-1%	$117.8K	$117.3K	-$576	2026-11-03
Compass Financial Management LLC	DECREASED	1,063	1,239	-176	-14%	$103.1K	$84.7K	-$18.4K	2026-10-30
Richards, Merrill & Peterson, Inc.	DECREASED	889	1,014	-125	-12%	$80.5K	$70.9K	-$9.7K	2026-10-19
Root Financial Partners, LLC	NEW	800	—	+800	—	—	$63.8K	—	2026-10-21
Main Street Group, LTD	UNCHANGED	534	534	0	0%	$42.4K	$42.6K	+$165	2026-10-28
Capital Investment Advisory Services, LLC	NEW	533	—	+533	—	—	$42.5K	—	2026-10-30
Pinnacle Bancorp, Inc.	DECREASED	478	1,438	-960	-67%	$114.2K	$38.1K	-$76.1K	2026-10-21
Spire Wealth Management	UNCHANGED	433	433	0	0%	$34.4K	$34.5K	+$168	2026-10-30
Creative Financial Designs Inc	INCREASED	388	18	+370	+2056%	$1.4K	$30.9K	+$29.5K	2026-11-04
Financial Consulate, Inc	NEW	374	—	+374	—	—	$29.8K	—	2026-10-23
Horizon Financial Services, LLC	NEW	344	—	+344	—	—	$27.4K	—	2026-11-04
Latitude Advisors, LLC	NEW	336	—	+336	—	—	$26.8K	—	2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA	NEW	267	—	+267	—	—	$21	—	2026-10-14
Farmers & Merchants Investments Inc	UNCHANGED	239	239	0	0%	$19.0K	$19.1K	+$74	2026-10-22
Register Financial Advisors LLC	UNCHANGED	228	228	0	0%	$18.1K	$18.2K	+$71	2026-10-23
Signaturefd, LLC	UNCHANGED	140	140	0	0%	$11.1K	$11.2K	+$44	2026-10-23
Rossby Financial, LCC	UNCHANGED	122	122	0	0%	$9.7K	$9.7K	+$38	2026-11-05
Comprehensive Financial Planning, Inc.	UNCHANGED	96	96	0	0%	$7.6K	$7.7K	+$52	2026-10-27
Mcdonald Partners LLC	UNCHANGED	77	77	0	0%	$6.1K	$6.1K	+$23	2026-11-03
Gleason Group, Inc.	NEW	64	—	+64	—	—	$5.1K	—	2026-10-15
Abound Wealth Management	UNCHANGED	63	63	0	0%	$5.0K	$5.0K	+$20	2026-10-26
Essential Investment Partners LLC	UNCHANGED	47	47	0	0%	$3.7K	$3.7K	+$14	2026-10-27
Rosenberg Matthew Hamilton	UNCHANGED	45	45	0	0%	$3.6K	$3.6K	+$14	2026-10-05
Assetmark, Inc	UNCHANGED	39	39	0	0%	$3.1K	$3.1K	+$12	2026-10-21
SBI Securities Co., Ltd.	DECREASED	38	53	-15	-28%	$4.2K	$3.0K	-$1.2K	2026-10-22
Security National Bank	UNCHANGED	30	30	0	0%	$2.4K	$2.4K	+$10	2026-10-26
Asset Dedication, LLC	UNCHANGED	25	25	0	0%	$2.0K	$2.0K	+$13	2026-11-03
Arlington Financial Advisors, LLC	CLOSED	0	374,162	-374,162	-100%	$29.7M	$0	-$29.7M	2026-10-19
Providence First Trust Co	CLOSED	0	14,562	-14,562	-100%	$1.2M	$0	-$1.2M	2026-11-02
Compound Planning, Inc.	CLOSED	0	9,108	-9,108	-100%	$723.3K	$0	-$723.3K	2026-11-05
Beacon Capital Management, LLC	CLOSED	0	3,775	-3,775	-100%	$299.8K	$0	-$299.8K	2026-10-23
Lido Advisors, LLC	CLOSED	0	2,770	-2,770	-100%	$220.0K	$0	-$220.0K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	446	-446	-100%	$35.6K	$0	-$35.6K	2026-11-02
Tower Trust & Investment Co	CLOSED	0	145	-145	-100%	$11.5K	$0	-$11.5K	2026-10-28
Trust Co of Vermont	CLOSED	0	68	-68	-100%	$5.4K	$0	-$5.4K	2026-10-21
CoreCap Advisors, LLC	CLOSED	0	34	-34	-100%	$2.7K	$0	-$2.7K	2026-10-08
JPMorgan Chase & Co	N/A	—	20,570,939	-20,570,939	-100%	$1.6B	—	—	—
Dynasty Wealth Management, LLC	N/A	—	9,053,209	-9,053,209	-100%	$718.9M	—	—	—
LPL Financial LLC	N/A	—	7,226,489	-7,226,489	-100%	$573.9M	—	—	—
Ameriprise Financial Inc	N/A	—	2,539,213	-2,539,213	-100%	$201.7M	—	—	—
Cetera Investment Advisers	N/A	—	1,879,375	-1,879,375	-100%	$149.2M	—	—	—
Morgan Stanley	N/A	—	1,688,045	-1,688,045	-100%	$134.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	1,458,706	-1,458,706	-100%	$115.8M	—	—	—
Royal Bank of Canada	N/A	—	1,306,578	-1,306,578	-100%	$103.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,121,325	-1,121,325	-100%	$89.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	1,054,640	-1,054,640	-100%	$83.3M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	930,344	-930,344	-100%	$73.9M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	827,129	-827,129	-100%	$65.7M	—	—	—
Raymond James Financial Inc	N/A	—	735,629	-735,629	-100%	$58.4M	—	—	—
Bank of America Corp	N/A	—	730,947	-730,947	-100%	$58.0M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	703,546	-703,546	-100%	$55.9M	—	—	—
CI Investments Inc.	N/A	—	634,876	-634,876	-100%	$50.4M	—	—	—
Private Advisor Group, LLC	N/A	—	591,136	-591,136	-100%	$46.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	561,090	-561,090	-100%	$44.6M	—	—	—
Intellus Advisors LLC	N/A	—	490,286	-490,286	-100%	$38.9M	—	—	—
WNY Asset Management, LLC	N/A	—	455,055	-455,055	-100%	$36.1M	—	—	—
Focus Partners Wealth	N/A	—	428,827	-428,827	-100%	$34.1M	—	—	—
Stifel Financial Corp	N/A	—	394,605	-394,605	-100%	$31.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	344,898	-344,898	-100%	$27.4M	—	—	—
UBS Group AG	N/A	—	308,402	-308,402	-100%	$24.5M	—	—	—
Storen Legacy Partners, LLC	N/A	—	242,201	-242,201	-100%	$19.2M	—	—	—
Wells Fargo & Company	N/A	—	239,863	-239,863	-100%	$19.0M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	237,042	-237,042	-100%	$18.8M	—	—	—
Sanctuary Advisors, LLC	N/A	—	207,083	-207,083	-100%	$16.4M	—	—	—
Bcgm Wealth Management, LLC	N/A	—	174,732	-174,732	-100%	$13.9M	—	—	—
NewEdge Advisors, LLC	N/A	—	164,361	-164,361	-100%	$13.1M	—	—	—
Keyvantage Wealth, LLC	N/A	—	156,919	-156,919	-100%	$12.5M	—	—	—
UBS Asset Management Americas LLC	N/A	—	142,735	-142,735	-100%	$11.3M	—	—	—
Rehmann Capital Advisory Group	N/A	—	138,442	-138,442	-100%	$11.2M	—	—	—
Capital Analysts, LLC	N/A	—	131,393	-131,393	-100%	$10.4M	—	—	—
Geneos Wealth Management Inc.	N/A	—	129,247	-129,247	-100%	$10.3M	—	—	—
Benjamin Edwards Inc	N/A	—	119,711	-119,711	-100%	$9.5M	—	—	—
MML Investors Services, LLC	N/A	—	119,394	-119,394	-100%	$9.5M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	118,452	-118,452	-100%	$9.4M	—	—	—
Resolute Wealth Strategies, LLC	N/A	—	116,560	-116,560	-100%	$9.3M	—	—	—
Marshall Wace, LLP	N/A	—	84,252	-84,252	-100%	$6.7M	—	—	—
Summitpoint Capital Management	N/A	—	73,974	-73,974	-100%	$5.9M	—	—	—
HighTower Advisors, LLC	N/A	—	72,051	-72,051	-100%	$5.7M	—	—	—
Harbour Investments, Inc.	N/A	—	72,035	-72,035	-100%	$5.7M	—	—	—
Arkadios Wealth Advisors	N/A	—	71,999	-71,999	-100%	$5.7M	—	—	—
WCG Wealth Advisors LLC	N/A	—	70,588	-70,588	-100%	$5.6M	—	—	—
Composition Wealth, LLC	N/A	—	69,783	-69,783	-100%	$5.5M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	68,416	-68,416	-100%	$5.4M	—	—	—
5T Wealth, LLC	N/A	—	59,413	-59,413	-100%	$4.7M	—	—	—
Captrust Financial Advisors	N/A	—	59,303	-59,303	-100%	$4.7M	—	—	—
Western Wealth Management, LLC	N/A	—	57,447	-57,447	-100%	$4.6M	—	—	—
CIBC World Market Inc.	N/A	—	54,520	-54,520	-100%	$4.3M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	52,961	-52,961	-100%	$4.2M	—	—	—
Equitable Holdings, Inc.	N/A	—	49,835	-49,835	-100%	$4.0M	—	—	—
First National Bank of Omaha	N/A	—	45,866	-45,866	-100%	$3.6M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	41,775	-41,775	-100%	$3.3M	—	—	—
Bluespring Wealth Management, LLC	N/A	—	41,552	-41,552	-100%	$3.3M	—	—	—
Natixis Advisors, LLC	N/A	—	39,953	-39,953	-100%	$3.2M	—	—	—
Quotient Wealth Partners, LLC	N/A	—	38,040	-38,040	-100%	$3.0M	—	—	—
Global Retirement Partners, LLC	N/A	—	34,310	-34,310	-100%	$2.7M	—	—	—
Hopwood Nicholas Hunter	N/A	—	31,220	-31,220	-100%	$2.5M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	31,177	-31,177	-100%	$2.5M	—	—	—
Cauble & Harre Wealth Management, Inc.	N/A	—	30,299	-30,299	-100%	$2.4M	—	—	—
Mariner, LLC	N/A	—	27,230	-27,230	-100%	$2.2M	—	—	—
Atlanta Consulting Group Advisors, LLC	N/A	—	23,395	-23,395	-100%	$1.9M	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	20,776	-20,776	-100%	$1.6M	—	—	—
Belpointe Asset Management LLC	N/A	—	20,134	-20,134	-100%	$1.6M	—	—	—
CreativeOne Wealth, LLC	N/A	—	19,623	-19,623	-100%	$1.6M	—	—	—
IFG Advisory, LLC	N/A	—	18,578	-18,578	-100%	$1.5M	—	—	—
Advisory Services Network, LLC	N/A	—	18,474	-18,474	-100%	$1.5M	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	16,631	-16,631	-100%	$1.3M	—	—	—
Merit Financial Group, LLC	N/A	—	16,109	-16,109	-100%	$1.3M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	16,102	-16,102	-100%	$1.3M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	13,766	-13,766	-100%	$1.1M	—	—	—
Essex Financial Services, Inc.	N/A	—	13,247	-13,247	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	12,726	-12,726	-100%	$1.0M	—	—	—
Wayfinding Financial, LLC	N/A	—	12,509	-12,509	-100%	$993.0K	—	—	—
Rothschild Wealth LLC	N/A	—	12,101	-12,101	-100%	$960.9K	—	—	—
Renaissance Technologies LLC	N/A	—	11,700	-11,700	-100%	$929.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,618	-11,618	-100%	$922.6K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	11,022	-11,022	-100%	$875.3K	—	—	—
Mutual Advisors, LLC	N/A	—	10,617	-10,617	-100%	$843.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	10,364	-10,364	-100%	$823.0K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	9,619	-9,619	-100%	$763.9K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	8,959	-8,959	-100%	$711.4K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	8,519	-8,519	-100%	$676.5K	—	—	—
Stephens Inc	N/A	—	6,620	-6,620	-100%	$525.7K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	6,548	-6,548	-100%	$519.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	6,486	-6,486	-100%	$515.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	5,889	-5,889	-100%	$467.6K	—	—	—
Gotham Asset Management, LLC	N/A	—	5,659	-5,659	-100%	$449.4K	—	—	—
Security National Bank of SO DAK	N/A	—	5,059	-5,059	-100%	$401.7K	—	—	—
Trexquant Investment LP	N/A	—	5,029	-5,029	-100%	$399.4K	—	—	—
AQR Capital Management LLC	N/A	—	4,865	-4,865	-100%	$386.3K	—	—	—
Quantinno Capital Management LP	N/A	—	4,527	-4,527	-100%	$359.5K	—	—	—
AE Wealth Management LLC	N/A	—	4,491	-4,491	-100%	$356.6K	—	—	—
Fisher Asset Management, LLC	N/A	—	4,362	-4,362	-100%	$346.4K	—	—	—
Regal Investment Advisors LLC	N/A	—	4,186	-4,186	-100%	$332.4K	—	—	—
GeoWealth Management, LLC	N/A	—	4,179	-4,179	-100%	$331.9K	—	—	—
Pathstone Holdings, LLC	N/A	—	4,145	-4,145	-100%	$329.1K	—	—	—
Sequent Planning LLC	N/A	—	3,836	-3,836	-100%	$304.6K	—	—	—
Summit Financial, LLC	N/A	—	3,694	-3,694	-100%	$293.3K	—	—	—
HRT Financial LP	N/A	—	3,329	-3,329	-100%	$264.0K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	3,014	-3,014	-100%	$239.3K	—	—	—
Summit Wealth & Retirement Planning, Inc.	N/A	—	2,907	-2,907	-100%	$230.8K	—	—	—
Two Sigma Securities, LLC	N/A	—	2,841	-2,841	-100%	$225.6K	—	—	—
Empirical Asset Management, LLC	N/A	—	2,814	-2,814	-100%	$223.5K	—	—	—
Shared Vision Wealth Group LLC	N/A	—	2,623	-2,623	-100%	$208.3K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	2,611	-2,611	-100%	$207.3K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	2,589	-2,589	-100%	$205.6K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	2,576	-2,576	-100%	$204.6K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	2,070	-2,070	-100%	$166.6K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	2,051	-2,051	-100%	$164.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,652	-1,652	-100%	$131.2K	—	—	—
Cary Street Partners Financial LLC	N/A	—	1,593	-1,593	-100%	$126.5K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,432	-1,432	-100%	$113.7K	—	—	—
BlackRock, Inc.	N/A	—	1,242	-1,242	-100%	$98.6K	—	—	—
BFC Planning, Inc.	N/A	—	1,215	-1,215	-100%	$96.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	941	-941	-100%	$74.7K	—	—	—
Bank of Montreal	N/A	—	737	-737	-100%	$58.5K	—	—	—
LGT Financial Advisors LLC	N/A	—	729	-729	-100%	$57.9K	—	—	—
Allworth Financial LP	N/A	—	300	-300	-100%	$23.8K	—	—	—
Synergy Investment Management, LLC	N/A	—	239	-239	-100%	$18.9K	—	—	—
Vanguard Advisers Inc	N/A	—	88	-88	-100%	$7.0K	—	—	—
Clearstead Advisors, LLC	N/A	—	63	-63	-100%	$5.0K	—	—	—
Continuum Advisory, LLC	N/A	—	43	-43	-100%	$3.4K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	20	-20	-100%	$1.6K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	3	-3	-100%	$238	—	—	—

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