Eaton Vance Total Return (EVTR)

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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Prodigy Asset Management LLC

INCREASED

Shares2,380,195 from 2,276,545

Change+103,650 (+5%)

Value$114.7M (-$742.0K)

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares1,911,838 from 1,591,588

Change+320,250 (+20%)

Value$92.1M (+$11.4M)

Filed 2026-11-06

Provenance Wealth Advisors, LLC

INCREASED

Shares1,506,881 from 1,408,343

Change+98,538 (+7%)

Value$72.6M (+$1.2M)

Filed 2026-10-30

Alps Advisors Inc

INCREASED

Shares1,450,970 from 1,381,250

Change+69,720 (+5%)

Value$69.9M (-$120.9K)

Filed 2026-11-03

Quadcap Wealth Management, LLC

INCREASED

Shares523,688 from 476,939

Change+46,749 (+10%)

Value$25.2M (+$1.1M)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

NEW

Shares489,582

Change+489,582

Value$23.6M

Filed 2026-10-16

Spire Wealth Management

INCREASED

Shares479,242 from 472,603

Change+6,639 (+1%)

Value$23.1M (-$871.1K)

Filed 2026-10-30

D.A. Davidson & Co.

INCREASED

Shares365,528 from 336,009

Change+29,519 (+9%)

Value$17.6M (+$575.8K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares326,796 from 290,265

Change+36,531 (+13%)

Value$15.7M (+$1.0M)

Filed 2026-11-02

Clear Trail Advisors, LLC

INCREASED

Shares321,239 from 318,612

Change+2,627 (+1%)

Value$15.5M (-$676.3K)

Filed 2026-10-20

Elevation Point Wealth Partners, LLC

INCREASED

Shares309,879 from 305,794

Change+4,085 (+1%)

Value$14.9M (-$573.7K)

Filed 2026-11-05

Destiny Wealth Partners, LLC

INCREASED

Shares300,129 from 231,605

Change+68,524 (+30%)

Value$14.7M (+$3.2M)

Filed 2026-11-05

Madrid Wealth Management, LLC

INCREASED

Shares291,706 from 277,622

Change+14,084 (+5%)

Value$14.1M (-$20.9K)

Filed 2026-10-23

Asset Allocation Strategies LLC

INCREASED

Shares291,517 from 179,678

Change+111,839 (+62%)

Value$14.0M (+$4.9M)

Filed 2026-10-20

Stevens Capital Partners

INCREASED

Shares279,428 from 266,333

Change+13,095 (+5%)

Value$13.5M (-$40.1K)

Filed 2026-10-29

Stonehearth Capital Management, LLC

DECREASED

Shares275,593 from 282,092

Change-6,499 (-2%)

Value$13.3M (-$1.0M)

Filed 2026-10-13

Bouvel Investment Partners, LLC

DECREASED

Shares249,642 from 280,957

Change-31,315 (-11%)

Value$12.0M (-$2.2M)

Filed 2026-10-13

Live Oak Investment Partners

INCREASED

Shares245,477 from 242,468

Change+3,009 (+1%)

Value$11.8M (-$466.0K)

Filed 2026-10-23

Diversify Advisory Services, LLC

INCREASED

Shares209,353 from 89,124

Change+120,229 (+135%)

Value$10.2M (+$5.7M)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares209,353 from 89,124

Change+120,229 (+135%)

Value$10.2M (+$5.7M)

Filed 2026-10-20

Pinion Investment Advisors, LLC

INCREASED

Shares194,971 from 172,412

Change+22,559 (+13%)

Value$9.4M (+$652.6K)

Filed 2026-11-04

Oppenheimer & Co Inc

DECREASED

Shares180,208 from 187,205

Change-6,997 (-4%)

Value$8.7M (-$808.9K)

Filed 2026-10-26

Cravens & Co Advisors, LLC

NEW

Shares171,568

Change+171,568

Value$8.3M

Filed 2026-10-16

Focus Financial Network, Inc.

INCREASED

Shares164,684 from 160,768

Change+3,916 (+2%)

Value$8.0M (-$211.7K)

Filed 2026-10-14

Stage Harbor Financial, LLC

INCREASED

Shares151,353 from 124,474

Change+26,879 (+22%)

Value$7.3M (+$981.6K)

Filed 2026-11-03

IFS Advisors, LLC

NEW

Shares137,663

Change+137,663

Value$6.6M

Filed 2026-10-14

Summit Wealth Group LLC / Co

INCREASED

Shares131,968 from 11,177

Change+120,791 (+1081%)

Value$6.4M (+$5.8M)

Filed 2026-10-29

Victory Financial Group, LLC

INCREASED

Shares131,487 from 127,350

Change+4,137 (+3%)

Value$6.3M (-$121.6K)

Filed 2026-10-27

Thrivent Financial for Lutherans

NEW

Shares112,116

Change+112,116

Value$5.4K

Filed 2026-11-05

Blueprint Financial Advisors LLC

INCREASED

Shares111,982 from 108,565

Change+3,417 (+3%)

Value$5.4M (-$108.9K)

Filed 2026-10-28

Blueprint Investment Partners LLC

INCREASED

Shares111,982 from 108,565

Change+3,417 (+3%)

Value$5.4M (-$108.9K)

Filed 2026-10-28

Acorn Wealth Advisors, LLC

INCREASED

Shares106,758 from 97,807

Change+8,951 (+9%)

Value$5.1M (+$184.9K)

Filed 2026-10-19

Creative Financial Designs Inc

DECREASED

Shares100,536 from 135,946

Change-35,410 (-26%)

Value$4.8M (-$2.0M)

Filed 2026-11-04

Studio Investment Management LLC

INCREASED

Shares99,838 from 11,429

Change+88,409 (+774%)

Value$4.8M (+$4.3M)

Filed 2026-10-22

OAK Family Advisors, LLC

DECREASED

Shares99,407 from 130,871

Change-31,464 (-24%)

Value$4.8M (-$1.8M)

Filed 2026-10-19

IFP Advisors, Inc

INCREASED

Shares91,386 from 79,607

Change+11,779 (+15%)

Value$4.4M (+$367.0K)

Filed 2026-10-16

Layline Advisors, LLC

DECREASED

Shares90,760 from 92,564

Change-1,804 (-2%)

Value$4.4M (-$320.2K)

Filed 2026-11-02

Flynn Zito Capital Management, LLC

INCREASED

Shares87,865 from 82,496

Change+5,369 (+7%)

Value$4.2M (+$50.8K)

Filed 2026-11-04

Fifth Third Bancorp

INCREASED

Shares87,282 from 57,180

Change+30,102 (+53%)

Value$4.2M (+$1.3M)

Filed 2026-11-05

Heritage Wealth Management, Inc.

INCREASED

Shares84,074 from 81,742

Change+2,332 (+3%)

Value$4.1M (-$93.6K)

Filed 2026-10-28

Truist Financial Corp

DECREASED

Shares81,924 from 81,972

Change-48 (0%)

Value$3.9M (-$208.9K)

Filed 2026-10-30

Advisory Resource Group

INCREASED

Shares81,651 from 75,881

Change+5,770 (+8%)

Value$3.9M (+$86.8K)

Filed 2026-10-26

Fifth Third Securities, Inc.

INCREASED

Shares75,369 from 67,029

Change+8,340 (+12%)

Value$3.6M (+$233.0K)

Filed 2026-10-21

Atria Investments, Inc

INCREASED

Shares71,877 from 57,067

Change+14,810 (+26%)

Value$3.5M (+$569.9K)

Filed 2026-10-15

Cap Partners, LLC

INCREASED

Shares66,614 from 65,928

Change+686 (+1%)

Value$3.2M (-$133.1K)

Filed 2026-10-19

Baker Tilly Wealth Management, LLC

INCREASED

Shares66,524 from 52,889

Change+13,635 (+26%)

Value$3.2M (+$523.8K)

Filed 2026-10-05

Bank of New York Mellon Corp

INCREASED

Shares64,333 from 63,604

Change+729 (+1%)

Value$3.1M (-$125.2K)

Filed 2026-11-05

Wealthcare Advisory Partners LLC

INCREASED

Shares63,727 from 53,615

Change+10,112 (+19%)

Value$3.1M (+$352.2K)

Filed 2026-10-21

Merit Financial Group, LLC

INCREASED

Shares63,211 from 58,689

Change+4,522 (+8%)

Value$3.0M (+$70.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares63,084 from 23,659

Change+39,425 (+167%)

Value$3.1M (+$1.9M)

Filed 2026-10-13

Prospera Financial Services Inc

INCREASED

Shares57,624 from 17,334

Change+40,290 (+232%)

Value$2.8M (+$2.0M)

Filed 2026-11-04

Founders Financial Securities LLC

DECREASED

Shares54,144 from 58,249

Change-4,105 (-7%)

Value$2.6M (-$344.6K)

Filed 2026-10-28

Cornerstone Wealth Management, LLC

INCREASED

Shares51,760 from 50,765

Change+995 (+2%)

Value$2.5M (-$80.0K)

Filed 2026-11-04

Hudock, Inc.

NEW

Shares49,620

Change+49,620

Value$2.4M

Filed 2026-10-14

Summit Financial Strategies, Inc.

NEW

Shares47,327

Change+47,327

Value$2.3M

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares44,862 from 44,702

Change+160 (+0%)

Value$2.2K (-$2.3M)

Filed 2026-11-02

Uptick Partners, LLC

INCREASED

Shares41,409 from 41,019

Change+390 (+1%)

Value$2.0M (-$84.6K)

Filed 2026-11-04

Ascentis Independent Advisors

NEW

Shares40,852

Change+40,852

Value$2.0M

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares38,229 from 31,249

Change+6,980 (+22%)

Value$1.8M (+$257.6K)

Filed 2026-11-02

Retirement Planning Group, LLC

NEW

Shares36,801

Change+36,801

Value$1.8M

Filed 2026-10-19

SeaCrest Wealth Management, LLC

INCREASED

Shares34,708 from 32,954

Change+1,754 (+5%)

Value$1.7M (+$1.5K)

Filed 2026-10-21

KWB Wealth

INCREASED

Shares33,379 from 19,616

Change+13,763 (+70%)

Value$1.6M (+$613.8K)

Filed 2026-10-16

Trademark Financial Management, LLC

DECREASED

Shares31,627 from 33,268

Change-1,641 (-5%)

Value$1.5M (-$162.9K)

Filed 2026-10-23

Investment Partners Asset Management, Inc.

INCREASED

Shares31,533 from 29,586

Change+1,947 (+7%)

Value$1.5M (+$19.3K)

Filed 2026-10-09

Opal Wealth Advisors, LLC

INCREASED

Shares29,327 from 19,327

Change+10,000 (+52%)

Value$1.4M (+$433.2K)

Filed 2026-10-16

MidAtlantic Capital Management, Inc.

DECREASED

Shares25,389 from 25,933

Change-544 (-2%)

Value$1.2M (-$91.6K)

Filed 2026-11-05

Asset One Wealth Management LLC

DECREASED

Shares21,778 from 24,323

Change-2,545 (-10%)

Value$1.0M (-$179.7K)

Filed 2026-11-02

KPP Advisory Services LLC

INCREASED

Shares21,228 from 19,633

Change+1,595 (+8%)

Value$1.0M (+$27.4K)

Filed 2026-10-26

Miller Financial Services LLC

INCREASED

Shares21,009 from 16,084

Change+4,925 (+31%)

Value$1.0M (+$196.8K)

Filed 2026-10-20

Flagship Harbor Advisors, LLC

INCREASED

Shares20,822 from 13,741

Change+7,081 (+52%)

Value$1.0M (+$306.6K)

Filed 2026-10-26

RFG Advisory, LLC

INCREASED

Shares17,190 from 16,938

Change+252 (+1%)

Value$828.4K (-$30.5K)

Filed 2026-11-03

BAM Wealth Management, LLC

NEW

Shares12,494

Change+12,494

Value$602.1K

Filed 2026-10-15

Catalyst Financial Partners LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$578.3K (-$30.2K)

Filed 2026-11-06

Helium Advisors LLC

DECREASED

Shares11,536 from 24,654

Change-13,118 (-53%)

Value$555.9K (-$694.3K)

Filed 2026-10-23

RHL Group, LLC

INCREASED

Shares9,471 from 1,426

Change+8,045 (+564%)

Value$456.4K (+$383.7K)

Filed 2026-11-04

Breakwater Capital Group

DECREASED

Shares8,658 from 8,855

Change-197 (-2%)

Value$417.2K (-$31.8K)

Filed 2026-10-09

Split Rock Private Trading & Wealth Management, LLC

UNCHANGED

Shares7,590 from 7,590

Change0 (0%)

Value$365.8K (-$19.1K)

Filed 2026-10-15

Manchester Financial Inc

NEW

Shares7,255

Change+7,255

Value$349.6K

Filed 2026-10-15

Tiller Private Wealth, Inc.

INCREASED

Shares6,859 from 6,401

Change+458 (+7%)

Value$330.5K (+$5.9K)

Filed 2026-10-26

Centerpoint Advisory Group

DECREASED

Shares6,130 from 6,320

Change-190 (-3%)

Value$295.4K (-$25.1K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares5,826 from 5,770

Change+56 (+1%)

Value$280.7K (-$11.9K)

Filed 2026-10-08

Independent Financial Group, LLC

DECREASED

Shares5,738 from 21,981

Change-16,243 (-74%)

Value$276.5K (-$838.2K)

Filed 2026-10-13

MMA Asset Management LLC

DECREASED

Shares5,514 from 5,954

Change-440 (-7%)

Value$265.7K (-$36.2K)

Filed 2026-11-02

Tcfg Investment Advisors, LLC

UNCHANGED

Shares5,240 from 5,240

Change0 (0%)

Value$253.0K (-$12.9K)

Filed 2026-10-20

Centurion Wealth Management LLC

NEW

Shares5,134

Change+5,134

Value$247.4K

Filed 2026-10-13

Eagle Rock Investment Company, LLC

DECREASED

Shares5,013 from 6,313

Change-1,300 (-21%)

Value$241.6K (-$78.6K)

Filed 2026-10-21

VestGen Advisors, LLC

NEW

Shares4,252

Change+4,252

Value$204.9K

Filed 2026-10-27

Barnes Dennig Private Wealth Management LLC

INCREASED

Shares3,849 from 3,758

Change+91 (+2%)

Value$185.5K (-$5.1K)

Filed 2026-10-30

Montag A & Associates Inc

UNCHANGED

Shares1,137 from 1,137

Change0 (0%)

Value$55.0K (-$2.8K)

Filed 2026-10-29

Cape Investment Advisory, Inc.

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$53.0K (-$2.8K)

Filed 2026-10-13

Private Trust Co NA

DECREASED

Shares738 from 1,228

Change-490 (-40%)

Value$35.6K (-$26.7K)

Filed 2026-10-20

Tompkins Financial Corp

UNCHANGED

Shares510 from 510

Change0 (0%)

Value$24.6K (-$1.3K)

Filed 2026-10-05

Root Financial Partners, LLC

NEW

Shares494

Change+494

Value$23.8K

Filed 2026-10-21

Triumph Capital Management

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$9.6K (-$504)

Filed 2026-10-14

Cassaday & Co Wealth Management LLC

NEW

Shares92

Change+92

Value$4.4K

Filed 2026-10-27

Investment Research & Advisory Group, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$51 (-$3)

Filed 2026-10-19

Systelligence, LLC

CLOSED

Shares0 from 192,248

Change-192,248 (-100%)

Value$0 (-$9.7M)

Filed 2026-11-05

Horizon Wealth Management, LLC

CLOSED

Shares0 from 16,535

Change-16,535 (-100%)

Value$0 (-$838.5K)

Filed 2026-11-02

LVW Advisors, LLC

CLOSED

Shares0 from 10,593

Change-10,593 (-100%)

Value$0 (-$537.2K)

Filed 2026-10-19

Dynamic Advisor Solutions LLC

CLOSED

Shares0 from 10,480

Change-10,480 (-100%)

Value$0 (-$531.4K)

Filed 2026-10-13

Penney Financial, LLC

CLOSED

Shares0 from 8,969

Change-8,969 (-100%)

Value$0 (-$454.8K)

Filed 2026-10-20

Beacon Financial Advisory LLC

CLOSED

Shares0 from 8,623

Change-8,623 (-100%)

Value$0 (-$437.3K)

Filed 2026-10-16

Strategic Planning Group, LLC

CLOSED

Shares0 from 8,282

Change-8,282 (-100%)

Value$0 (-$420.0K)

Filed 2026-10-22

Marino, Stram & Associates LLC

CLOSED

Shares0 from 6,740

Change-6,740 (-100%)

Value$0 (-$341.8K)

Filed 2026-10-22

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,726

Change-1,726 (-100%)

Value$0 (-$87.4K)

Filed 2026-11-02

NBH Bank

CLOSED

Shares0 from 380

Change-380 (-100%)

Value$0 (-$19.3K)

Filed 2026-11-05

Morgan Stanley

N/A

Shares— from 39,231,687

Change-39,231,687 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 6,218,788

Change-6,218,788 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,250,011

Change-4,250,011 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 3,794,623

Change-3,794,623 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 3,775,096

Change-3,775,096 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,029,286

Change-3,029,286 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,516,229

Change-2,516,229 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,217,002

Change-2,217,002 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,121,112

Change-2,121,112 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 1,281,789

Change-1,281,789 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 1,157,397

Change-1,157,397 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 639,218

Change-639,218 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 597,038

Change-597,038 (-100%)

Value—

Valley Financial Group, Inc.

N/A

Shares— from 538,266

Change-538,266 (-100%)

Value—

Retirement Management Systems Inc.

N/A

Shares— from 534,941

Change-534,941 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 383,302

Change-383,302 (-100%)

Value—

Coign Capital Advisors LLC

N/A

Shares— from 355,309

Change-355,309 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 267,193

Change-267,193 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 245,116

Change-245,116 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 242,335

Change-242,335 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 241,592

Change-241,592 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 222,709

Change-222,709 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 208,049

Change-208,049 (-100%)

Value—

Eldridge Investment Advisors, Inc.

N/A

Shares— from 206,082

Change-206,082 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 202,285

Change-202,285 (-100%)

Value—

Balanced Rock Investment Advisors LLC

N/A

Shares— from 169,176

Change-169,176 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 166,963

Change-166,963 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 163,002

Change-163,002 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 127,959

Change-127,959 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 127,680

Change-127,680 (-100%)

Value—

Wall Street Financial Group, Inc.

N/A

Shares— from 126,733

Change-126,733 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 124,763

Change-124,763 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 124,746

Change-124,746 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 122,952

Change-122,952 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 118,412

Change-118,412 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 118,030

Change-118,030 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 115,742

Change-115,742 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 89,772

Change-89,772 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 89,094

Change-89,094 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 88,970

Change-88,970 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 76,532

Change-76,532 (-100%)

Value—

Beacon Bridge Wealth Partners, LLC

N/A

Shares— from 73,940

Change-73,940 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 73,135

Change-73,135 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 71,850

Change-71,850 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 71,492

Change-71,492 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 67,058

Change-67,058 (-100%)

Value—

Peak Planning Group, LLC

N/A

Shares— from 62,279

Change-62,279 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 60,998

Change-60,998 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 56,712

Change-56,712 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 47,576

Change-47,576 (-100%)

Value—

Members Trust Co

N/A

Shares— from 45,080

Change-45,080 (-100%)

Value—

Evergreen Wealth Partners LLC

N/A

Shares— from 44,733

Change-44,733 (-100%)

Value—

Trustmark Bank Trust Department

N/A

Shares— from 42,843

Change-42,843 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 36,609

Change-36,609 (-100%)

Value—

&partners

N/A

Shares— from 29,857

Change-29,857 (-100%)

Value—

Gross & Hartman Investments LLC

N/A

Shares— from 26,382

Change-26,382 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 22,140

Change-22,140 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 18,840

Change-18,840 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 18,708

Change-18,708 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 16,500

Change-16,500 (-100%)

Value—

Tulsa Wealth Advisors, Inc

N/A

Shares— from 15,851

Change-15,851 (-100%)

Value—

Mosaic Financial Group, LLC

N/A

Shares— from 15,842

Change-15,842 (-100%)

Value—

Meadowbrook Advisors Group, LLC

N/A

Shares— from 14,809

Change-14,809 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 14,527

Change-14,527 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 13,803

Change-13,803 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 12,512

Change-12,512 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 12,332

Change-12,332 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 11,728

Change-11,728 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 11,341

Change-11,341 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,880

Change-10,880 (-100%)

Value—

Prosperity Bancshares Inc

N/A

Shares— from 8,597

Change-8,597 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 7,816

Change-7,816 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 7,359

Change-7,359 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 6,280

Change-6,280 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,831

Change-5,831 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 5,755

Change-5,755 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 4,759

Change-4,759 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 4,736

Change-4,736 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,650

Change-4,650 (-100%)

Value—

Rasp Wealth Solutions, LLC

N/A

Shares— from 4,132

Change-4,132 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 4,019

Change-4,019 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 2,600

Change-2,600 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 1,727

Change-1,727 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 1,446

Change-1,446 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,430

Change-1,430 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 1,375

Change-1,375 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 1,050

Change-1,050 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 902

Change-902 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 844

Change-844 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 800

Change-800 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 658

Change-658 (-100%)

Value—

UBS Group AG

N/A

Shares— from 595

Change-595 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 402

Change-402 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 184

Change-184 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 174

Change-174 (-100%)

Value—

	Status
Prodigy Asset Management LLC	INCREASED	2,380,195	2,276,545	+103,650	+5%	$115.4M	$114.7M	-$742.0K	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	1,911,838	1,591,588	+320,250	+20%	$80.7M	$92.1M	+$11.4M	2026-11-06
Provenance Wealth Advisors, LLC	INCREASED	1,506,881	1,408,343	+98,538	+7%	$71.4M	$72.6M	+$1.2M	2026-10-30
Alps Advisors Inc	INCREASED	1,450,970	1,381,250	+69,720	+5%	$70.0M	$69.9M	-$120.9K	2026-11-03
Quadcap Wealth Management, LLC	INCREASED	523,688	476,939	+46,749	+10%	$24.2M	$25.2M	+$1.1M	2026-11-02
Concurrent Investment Advisors, LLC	NEW	489,582	—	+489,582	—	—	$23.6M	—	2026-10-16
Spire Wealth Management	INCREASED	479,242	472,603	+6,639	+1%	$24.0M	$23.1M	-$871.1K	2026-10-30
D.A. Davidson & Co.	INCREASED	365,528	336,009	+29,519	+9%	$17.0M	$17.6M	+$575.8K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	326,796	290,265	+36,531	+13%	$14.7M	$15.7M	+$1.0M	2026-11-02
Clear Trail Advisors, LLC	INCREASED	321,239	318,612	+2,627	+1%	$16.2M	$15.5M	-$676.3K	2026-10-20
Elevation Point Wealth Partners, LLC	INCREASED	309,879	305,794	+4,085	+1%	$15.5M	$14.9M	-$573.7K	2026-11-05
Destiny Wealth Partners, LLC	INCREASED	300,129	231,605	+68,524	+30%	$11.6M	$14.7M	+$3.2M	2026-11-05
Madrid Wealth Management, LLC	INCREASED	291,706	277,622	+14,084	+5%	$14.1M	$14.1M	-$20.9K	2026-10-23
Asset Allocation Strategies LLC	INCREASED	291,517	179,678	+111,839	+62%	$9.1M	$14.0M	+$4.9M	2026-10-20
Stevens Capital Partners	INCREASED	279,428	266,333	+13,095	+5%	$13.5M	$13.5M	-$40.1K	2026-10-29
Stonehearth Capital Management, LLC	DECREASED	275,593	282,092	-6,499	-2%	$14.3M	$13.3M	-$1.0M	2026-10-13
Bouvel Investment Partners, LLC	DECREASED	249,642	280,957	-31,315	-11%	$14.2M	$12.0M	-$2.2M	2026-10-13
Live Oak Investment Partners	INCREASED	245,477	242,468	+3,009	+1%	$12.3M	$11.8M	-$466.0K	2026-10-23
Diversify Advisory Services, LLC	INCREASED	209,353	89,124	+120,229	+135%	$4.5M	$10.2M	+$5.7M	2026-10-20
Diversify Wealth Management, LLC	INCREASED	209,353	89,124	+120,229	+135%	$4.5M	$10.2M	+$5.7M	2026-10-20
Pinion Investment Advisors, LLC	INCREASED	194,971	172,412	+22,559	+13%	$8.7M	$9.4M	+$652.6K	2026-11-04
Oppenheimer & Co Inc	DECREASED	180,208	187,205	-6,997	-4%	$9.5M	$8.7M	-$808.9K	2026-10-26
Cravens & Co Advisors, LLC	NEW	171,568	—	+171,568	—	—	$8.3M	—	2026-10-16
Focus Financial Network, Inc.	INCREASED	164,684	160,768	+3,916	+2%	$8.2M	$8.0M	-$211.7K	2026-10-14
Stage Harbor Financial, LLC	INCREASED	151,353	124,474	+26,879	+22%	$6.3M	$7.3M	+$981.6K	2026-11-03
IFS Advisors, LLC	NEW	137,663	—	+137,663	—	—	$6.6M	—	2026-10-14
Summit Wealth Group LLC / Co	INCREASED	131,968	11,177	+120,791	+1081%	$566.8K	$6.4M	+$5.8M	2026-10-29
Victory Financial Group, LLC	INCREASED	131,487	127,350	+4,137	+3%	$6.5M	$6.3M	-$121.6K	2026-10-27
Thrivent Financial for Lutherans	NEW	112,116	—	+112,116	—	—	$5.4K	—	2026-11-05
Blueprint Financial Advisors LLC	INCREASED	111,982	108,565	+3,417	+3%	$5.5M	$5.4M	-$108.9K	2026-10-28
Blueprint Investment Partners LLC	INCREASED	111,982	108,565	+3,417	+3%	$5.5M	$5.4M	-$108.9K	2026-10-28
Acorn Wealth Advisors, LLC	INCREASED	106,758	97,807	+8,951	+9%	$5.0M	$5.1M	+$184.9K	2026-10-19
Creative Financial Designs Inc	DECREASED	100,536	135,946	-35,410	-26%	$6.9M	$4.8M	-$2.0M	2026-11-04
Studio Investment Management LLC	INCREASED	99,838	11,429	+88,409	+774%	$581.8K	$4.8M	+$4.3M	2026-10-22
OAK Family Advisors, LLC	DECREASED	99,407	130,871	-31,464	-24%	$6.6M	$4.8M	-$1.8M	2026-10-19
IFP Advisors, Inc	INCREASED	91,386	79,607	+11,779	+15%	$4.0M	$4.4M	+$367.0K	2026-10-16
Layline Advisors, LLC	DECREASED	90,760	92,564	-1,804	-2%	$4.7M	$4.4M	-$320.2K	2026-11-02
Flynn Zito Capital Management, LLC	INCREASED	87,865	82,496	+5,369	+7%	$4.2M	$4.2M	+$50.8K	2026-11-04
Fifth Third Bancorp	INCREASED	87,282	57,180	+30,102	+53%	$2.9M	$4.2M	+$1.3M	2026-11-05
Heritage Wealth Management, Inc.	INCREASED	84,074	81,742	+2,332	+3%	$4.1M	$4.1M	-$93.6K	2026-10-28
Truist Financial Corp	DECREASED	81,924	81,972	-48	0%	$4.2M	$3.9M	-$208.9K	2026-10-30
Advisory Resource Group	INCREASED	81,651	75,881	+5,770	+8%	$3.8M	$3.9M	+$86.8K	2026-10-26
Fifth Third Securities, Inc.	INCREASED	75,369	67,029	+8,340	+12%	$3.4M	$3.6M	+$233.0K	2026-10-21
Atria Investments, Inc	INCREASED	71,877	57,067	+14,810	+26%	$2.9M	$3.5M	+$569.9K	2026-10-15
Cap Partners, LLC	INCREASED	66,614	65,928	+686	+1%	$3.3M	$3.2M	-$133.1K	2026-10-19
Baker Tilly Wealth Management, LLC	INCREASED	66,524	52,889	+13,635	+26%	$2.7M	$3.2M	+$523.8K	2026-10-05
Bank of New York Mellon Corp	INCREASED	64,333	63,604	+729	+1%	$3.2M	$3.1M	-$125.2K	2026-11-05
Wealthcare Advisory Partners LLC	INCREASED	63,727	53,615	+10,112	+19%	$2.7M	$3.1M	+$352.2K	2026-10-21
Merit Financial Group, LLC	INCREASED	63,211	58,689	+4,522	+8%	$3.0M	$3.0M	+$70.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	63,084	23,659	+39,425	+167%	$1.2M	$3.1M	+$1.9M	2026-10-13
Prospera Financial Services Inc	INCREASED	57,624	17,334	+40,290	+232%	$879.0K	$2.8M	+$2.0M	2026-11-04
Founders Financial Securities LLC	DECREASED	54,144	58,249	-4,105	-7%	$3.0M	$2.6M	-$344.6K	2026-10-28
Cornerstone Wealth Management, LLC	INCREASED	51,760	50,765	+995	+2%	$2.6M	$2.5M	-$80.0K	2026-11-04
Hudock, Inc.	NEW	49,620	—	+49,620	—	—	$2.4M	—	2026-10-14
Summit Financial Strategies, Inc.	NEW	47,327	—	+47,327	—	—	$2.3M	—	2026-10-14
Cambridge Investment Research Advisors, Inc.	INCREASED	44,862	44,702	+160	+0%	$2.3M	$2.2K	-$2.3M	2026-11-02
Uptick Partners, LLC	INCREASED	41,409	41,019	+390	+1%	$2.1M	$2.0M	-$84.6K	2026-11-04
Ascentis Independent Advisors	NEW	40,852	—	+40,852	—	—	$2.0M	—	2026-11-03
Kestra Advisory Services, LLC	INCREASED	38,229	31,249	+6,980	+22%	$1.6M	$1.8M	+$257.6K	2026-11-02
Retirement Planning Group, LLC	NEW	36,801	—	+36,801	—	—	$1.8M	—	2026-10-19
SeaCrest Wealth Management, LLC	INCREASED	34,708	32,954	+1,754	+5%	$1.7M	$1.7M	+$1.5K	2026-10-21
KWB Wealth	INCREASED	33,379	19,616	+13,763	+70%	$994.7K	$1.6M	+$613.8K	2026-10-16
Trademark Financial Management, LLC	DECREASED	31,627	33,268	-1,641	-5%	$1.7M	$1.5M	-$162.9K	2026-10-23
Investment Partners Asset Management, Inc.	INCREASED	31,533	29,586	+1,947	+7%	$1.5M	$1.5M	+$19.3K	2026-10-09
Opal Wealth Advisors, LLC	INCREASED	29,327	19,327	+10,000	+52%	$980.1K	$1.4M	+$433.2K	2026-10-16
MidAtlantic Capital Management, Inc.	DECREASED	25,389	25,933	-544	-2%	$1.3M	$1.2M	-$91.6K	2026-11-05
Asset One Wealth Management LLC	DECREASED	21,778	24,323	-2,545	-10%	$1.2M	$1.0M	-$179.7K	2026-11-02
KPP Advisory Services LLC	INCREASED	21,228	19,633	+1,595	+8%	$995.6K	$1.0M	+$27.4K	2026-10-26
Miller Financial Services LLC	INCREASED	21,009	16,084	+4,925	+31%	$815.6K	$1.0M	+$196.8K	2026-10-20
Flagship Harbor Advisors, LLC	INCREASED	20,822	13,741	+7,081	+52%	$696.8K	$1.0M	+$306.6K	2026-10-26
RFG Advisory, LLC	INCREASED	17,190	16,938	+252	+1%	$858.9K	$828.4K	-$30.5K	2026-11-03
BAM Wealth Management, LLC	NEW	12,494	—	+12,494	—	—	$602.1K	—	2026-10-15
Catalyst Financial Partners LLC	UNCHANGED	12,000	12,000	0	0%	$608.5K	$578.3K	-$30.2K	2026-11-06
Helium Advisors LLC	DECREASED	11,536	24,654	-13,118	-53%	$1.3M	$555.9K	-$694.3K	2026-10-23
RHL Group, LLC	INCREASED	9,471	1,426	+8,045	+564%	$72.7K	$456.4K	+$383.7K	2026-11-04
Breakwater Capital Group	DECREASED	8,658	8,855	-197	-2%	$449.0K	$417.2K	-$31.8K	2026-10-09
Split Rock Private Trading & Wealth Management, LLC	UNCHANGED	7,590	7,590	0	0%	$384.9K	$365.8K	-$19.1K	2026-10-15
Manchester Financial Inc	NEW	7,255	—	+7,255	—	—	$349.6K	—	2026-10-15
Tiller Private Wealth, Inc.	INCREASED	6,859	6,401	+458	+7%	$324.6K	$330.5K	+$5.9K	2026-10-26
Centerpoint Advisory Group	DECREASED	6,130	6,320	-190	-3%	$320.5K	$295.4K	-$25.1K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	5,826	5,770	+56	+1%	$292.6K	$280.7K	-$11.9K	2026-10-08
Independent Financial Group, LLC	DECREASED	5,738	21,981	-16,243	-74%	$1.1M	$276.5K	-$838.2K	2026-10-13
MMA Asset Management LLC	DECREASED	5,514	5,954	-440	-7%	$301.9K	$265.7K	-$36.2K	2026-11-02
Tcfg Investment Advisors, LLC	UNCHANGED	5,240	5,240	0	0%	$266.0K	$253.0K	-$12.9K	2026-10-20
Centurion Wealth Management LLC	NEW	5,134	—	+5,134	—	—	$247.4K	—	2026-10-13
Eagle Rock Investment Company, LLC	DECREASED	5,013	6,313	-1,300	-21%	$320.1K	$241.6K	-$78.6K	2026-10-21
VestGen Advisors, LLC	NEW	4,252	—	+4,252	—	—	$204.9K	—	2026-10-27
Barnes Dennig Private Wealth Management LLC	INCREASED	3,849	3,758	+91	+2%	$190.6K	$185.5K	-$5.1K	2026-10-30
Montag A & Associates Inc	UNCHANGED	1,137	1,137	0	0%	$57.9K	$55.0K	-$2.8K	2026-10-29
Cape Investment Advisory, Inc.	UNCHANGED	1,100	1,100	0	0%	$55.8K	$53.0K	-$2.8K	2026-10-13
Private Trust Co NA	DECREASED	738	1,228	-490	-40%	$62.3K	$35.6K	-$26.7K	2026-10-20
Tompkins Financial Corp	UNCHANGED	510	510	0	0%	$25.9K	$24.6K	-$1.3K	2026-10-05
Root Financial Partners, LLC	NEW	494	—	+494	—	—	$23.8K	—	2026-10-21
Triumph Capital Management	UNCHANGED	200	200	0	0%	$10.1K	$9.6K	-$504	2026-10-14
Cassaday & Co Wealth Management LLC	NEW	92	—	+92	—	—	$4.4K	—	2026-10-27
Investment Research & Advisory Group, Inc.	UNCHANGED	1	1	0	0%	$54	$51	-$3	2026-10-19
Systelligence, LLC	CLOSED	0	192,248	-192,248	-100%	$9.7M	$0	-$9.7M	2026-11-05
Horizon Wealth Management, LLC	CLOSED	0	16,535	-16,535	-100%	$838.5K	$0	-$838.5K	2026-11-02
LVW Advisors, LLC	CLOSED	0	10,593	-10,593	-100%	$537.2K	$0	-$537.2K	2026-10-19
Dynamic Advisor Solutions LLC	CLOSED	0	10,480	-10,480	-100%	$531.4K	$0	-$531.4K	2026-10-13
Penney Financial, LLC	CLOSED	0	8,969	-8,969	-100%	$454.8K	$0	-$454.8K	2026-10-20
Beacon Financial Advisory LLC	CLOSED	0	8,623	-8,623	-100%	$437.3K	$0	-$437.3K	2026-10-16
Strategic Planning Group, LLC	CLOSED	0	8,282	-8,282	-100%	$420.0K	$0	-$420.0K	2026-10-22
Marino, Stram & Associates LLC	CLOSED	0	6,740	-6,740	-100%	$341.8K	$0	-$341.8K	2026-10-22
International Assets Investment Management, LLC	CLOSED	0	1,726	-1,726	-100%	$87.4K	$0	-$87.4K	2026-11-02
NBH Bank	CLOSED	0	380	-380	-100%	$19.3K	$0	-$19.3K	2026-11-05
Morgan Stanley	N/A	—	39,231,687	-39,231,687	-100%	$2.0B	—	—	—
Ameriprise Financial Inc	N/A	—	6,218,788	-6,218,788	-100%	$315.4M	—	—	—
Wells Fargo & Company	N/A	—	4,250,011	-4,250,011	-100%	$215.5M	—	—	—
Bank of America Corp	N/A	—	3,794,623	-3,794,623	-100%	$192.4M	—	—	—
LPL Financial LLC	N/A	—	3,775,096	-3,775,096	-100%	$191.4M	—	—	—
FMR LLC	N/A	—	3,029,286	-3,029,286	-100%	$153.6M	—	—	—
Raymond James Financial Inc	N/A	—	2,516,229	-2,516,229	-100%	$127.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	2,217,002	-2,217,002	-100%	$112.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	2,121,112	-2,121,112	-100%	$107.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	1,281,789	-1,281,789	-100%	$65.0M	—	—	—
HighTower Advisors, LLC	N/A	—	1,157,397	-1,157,397	-100%	$58.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	639,218	-639,218	-100%	$32.4M	—	—	—
Cetera Investment Advisers	N/A	—	597,038	-597,038	-100%	$30.3M	—	—	—
Valley Financial Group, Inc.	N/A	—	538,266	-538,266	-100%	$27.3M	—	—	—
Retirement Management Systems Inc.	N/A	—	534,941	-534,941	-100%	$27.1M	—	—	—
Royal Bank of Canada	N/A	—	383,302	-383,302	-100%	$19.4M	—	—	—
Coign Capital Advisors LLC	N/A	—	355,309	-355,309	-100%	$18.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	267,193	-267,193	-100%	$13.5M	—	—	—
Harbour Investments, Inc.	N/A	—	245,116	-245,116	-100%	$12.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	242,335	-242,335	-100%	$12.3M	—	—	—
Snowden Capital Advisors LLC	N/A	—	241,592	-241,592	-100%	$12.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	222,709	-222,709	-100%	$11.3M	—	—	—
Private Advisor Group, LLC	N/A	—	208,049	-208,049	-100%	$10.6M	—	—	—
Eldridge Investment Advisors, Inc.	N/A	—	206,082	-206,082	-100%	$10.5M	—	—	—
Jane Street Group, LLC	N/A	—	202,285	-202,285	-100%	$10.3M	—	—	—
Balanced Rock Investment Advisors LLC	N/A	—	169,176	-169,176	-100%	$8.6M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	166,963	-166,963	-100%	$8.5M	—	—	—
MML Investors Services, LLC	N/A	—	163,002	-163,002	-100%	$8.3M	—	—	—
Principal Securities, Inc.	N/A	—	127,959	-127,959	-100%	$6.5M	—	—	—
Geneos Wealth Management Inc.	N/A	—	127,680	-127,680	-100%	$6.5M	—	—	—
Wall Street Financial Group, Inc.	N/A	—	126,733	-126,733	-100%	$6.4M	—	—	—
Drive Wealth Management, LLC	N/A	—	124,763	-124,763	-100%	$6.4M	—	—	—
WNY Asset Management, LLC	N/A	—	124,746	-124,746	-100%	$6.3M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	122,952	-122,952	-100%	$6.2M	—	—	—
Summit Financial, LLC	N/A	—	118,412	-118,412	-100%	$6.0M	—	—	—
Centaurus Financial, Inc.	N/A	—	118,030	-118,030	-100%	$6.0M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	115,742	-115,742	-100%	$5.9M	—	—	—
PCM Encore, LLC	N/A	—	89,772	-89,772	-100%	$4.6M	—	—	—
Citadel Advisors LLC	N/A	—	89,094	-89,094	-100%	$4.5M	—	—	—
Mariner, LLC	N/A	—	88,970	-88,970	-100%	$4.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	76,532	-76,532	-100%	$3.9M	—	—	—
Beacon Bridge Wealth Partners, LLC	N/A	—	73,940	-73,940	-100%	$3.7M	—	—	—
Arax Advisory Partners	N/A	—	73,135	-73,135	-100%	$3.7M	—	—	—
Savvy Advisors, Inc.	N/A	—	71,850	-71,850	-100%	$3.6M	—	—	—
Old Mission Capital LLC	N/A	—	71,492	-71,492	-100%	$3.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	67,058	-67,058	-100%	$3.4M	—	—	—
Peak Planning Group, LLC	N/A	—	62,279	-62,279	-100%	$3.2M	—	—	—
Stifel Financial Corp	N/A	—	60,998	-60,998	-100%	$3.1M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	56,712	-56,712	-100%	$2.9M	—	—	—
Jones Financial Companies Lllp	N/A	—	47,576	-47,576	-100%	$2.4M	—	—	—
Members Trust Co	N/A	—	45,080	-45,080	-100%	$2.3M	—	—	—
Evergreen Wealth Partners LLC	N/A	—	44,733	-44,733	-100%	$2.3M	—	—	—
Trustmark Bank Trust Department	N/A	—	42,843	-42,843	-100%	$2.2M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	36,609	-36,609	-100%	$1.9M	—	—	—
&partners	N/A	—	29,857	-29,857	-100%	$1.5M	—	—	—
Gross & Hartman Investments LLC	N/A	—	26,382	-26,382	-100%	$1.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	22,140	-22,140	-100%	$1.1M	—	—	—
Western Wealth Management, LLC	N/A	—	18,840	-18,840	-100%	$955.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	18,708	-18,708	-100%	$948.7K	—	—	—
Renaissance Technologies LLC	N/A	—	16,500	-16,500	-100%	$836.7K	—	—	—
Tulsa Wealth Advisors, Inc	N/A	—	15,851	-15,851	-100%	$803.8K	—	—	—
Mosaic Financial Group, LLC	N/A	—	15,842	-15,842	-100%	$803.0K	—	—	—
Meadowbrook Advisors Group, LLC	N/A	—	14,809	-14,809	-100%	$751.0K	—	—	—
Cerity Partners LLC	N/A	—	14,527	-14,527	-100%	$736.7K	—	—	—
WCG Wealth Advisors LLC	N/A	—	13,803	-13,803	-100%	$699.9K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	12,512	-12,512	-100%	$634.5K	—	—	—
OneAscent Financial Services LLC	N/A	—	12,332	-12,332	-100%	$625.4K	—	—	—
IFG Advisory, LLC	N/A	—	11,728	-11,728	-100%	$594.7K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	11,341	-11,341	-100%	$575.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,880	-10,880	-100%	$551.7K	—	—	—
Prosperity Bancshares Inc	N/A	—	8,597	-8,597	-100%	$436.0K	—	—	—
Cozad Asset Management Inc	N/A	—	7,816	-7,816	-100%	$396.4K	—	—	—
Waverly Advisors, LLC	N/A	—	7,359	-7,359	-100%	$373.2K	—	—	—
Nicolet Bankshares Inc	N/A	—	6,280	-6,280	-100%	$318.8K	—	—	—
JPMorgan Chase & Co	N/A	—	5,831	-5,831	-100%	$298.3K	—	—	—
Zhang Financial LLC	N/A	—	5,755	-5,755	-100%	$291.8K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	4,759	-4,759	-100%	$241.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	4,736	-4,736	-100%	$240.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,650	-4,650	-100%	$235.8K	—	—	—
Rasp Wealth Solutions, LLC	N/A	—	4,132	-4,132	-100%	$209.5K	—	—	—
Empirical Asset Management, LLC	N/A	—	4,019	-4,019	-100%	$203.8K	—	—	—
Wellington-Altus USA Inc.	N/A	—	2,600	-2,600	-100%	$132.0K	—	—	—
Meramec Financial Planners, LLC	N/A	—	1,727	-1,727	-100%	$86.7K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	1,446	-1,446	-100%	$73.3K	—	—	—
Allworth Financial LP	N/A	—	1,430	-1,430	-100%	$72.5K	—	—	—
Cornerstone Financial Management LLC	N/A	—	1,375	-1,375	-100%	$69.7K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	1,050	-1,050	-100%	$53.2K	—	—	—
BFC Planning, Inc.	N/A	—	902	-902	-100%	$45.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	844	-844	-100%	$42.8K	—	—	—
Ancora Advisors LLCA	N/A	—	800	-800	-100%	$40.6K	—	—	—
Continuum Advisory, LLC	N/A	—	658	-658	-100%	$33.4K	—	—	—
UBS Group AG	N/A	—	595	-595	-100%	$30.2K	—	—	—
Raffa Wealth Management, LLC	N/A	—	402	-402	-100%	$20.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	184	-184	-100%	$9.4K	—	—	—
AE Wealth Management LLC	N/A	—	174	-174	-100%	$8.8K	—	—	—

Showing 201 of 201 institutions