Nuveen Amt-Fr Muni Crdt (NVG)

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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Hennion & Walsh Asset Management, Inc.

DECREASED

Shares2,163,046 from 2,210,546

Change-47,500 (-2%)

Value$22.9M (-$5.3M)

Filed 2026-10-13

Artesa Financial Group, LLC

INCREASED

Shares1,118,393 from 1,043,497

Change+74,896 (+7%)

Value$11.9M (-$1.5M)

Filed 2026-10-29

Congress Park Capital LLC

INCREASED

Shares670,500 from 598,000

Change+72,500 (+12%)

Value$7.1M (-$540.4K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares355,927 from 349,927

Change+6,000 (+2%)

Value$3.8M (-$702.7K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares342,078 from 320,893

Change+21,185 (+7%)

Value$3.6M (-$478.0K)

Filed 2026-11-02

CoreCap Advisors, LLC

INCREASED

Shares253,074 from 141,530

Change+111,544 (+79%)

Value$2.7M (+$873.5K)

Filed 2026-10-08

J.W. Cole Advisors, Inc.

DECREASED

Shares197,209 from 197,401

Change-192 (0%)

Value$2.1M (-$434.3K)

Filed 2026-11-05

Left Brain Wealth Management, LLC

DECREASED

Shares193,871 from 413,881

Change-220,010 (-53%)

Value$2.1M (-$3.2M)

Filed 2026-10-28

Kennedy Investment Group, Inc.

DECREASED

Shares134,920 from 150,182

Change-15,262 (-10%)

Value$1.4M (-$490.8K)

Filed 2026-10-21

Pinnacle Associates LTD

INCREASED

Shares132,037 from 130,712

Change+1,325 (+1%)

Value$1.4M (-$272.2K)

Filed 2026-10-20

Melone Private Wealth, LLC

INCREASED

Shares128,626 from 126,739

Change+1,887 (+1%)

Value$1.4M (-$257.5K)

Filed 2026-10-16

Silverlake Wealth Management LLC

DECREASED

Shares127,928 from 128,129

Change-201 (0%)

Value$1.4M (-$282.7K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares125,287 from 123,975

Change+1,312 (+1%)

Value$1.3K (-$1.6M)

Filed 2026-11-02

Thrivent Financial for Lutherans

DECREASED

Shares112,235 from 129,880

Change-17,645 (-14%)

Value$1.2K (-$1.7M)

Filed 2026-11-05

Lido Advisors, LLC

DECREASED

Shares110,523 from 112,523

Change-2,000 (-2%)

Value$1.2M (-$276.0K)

Filed 2026-11-04

Oppenheimer & Co Inc

DECREASED

Shares109,218 from 111,630

Change-2,412 (-2%)

Value$1.2M (-$270.1K)

Filed 2026-10-26

Prospera Financial Services Inc

INCREASED

Shares108,306 from 103,573

Change+4,733 (+5%)

Value$1.2M (-$90.0K)

Filed 2026-11-04

Worthington Financial Partners, LLC

DECREASED

Shares96,266 from 97,670

Change-1,404 (-1%)

Value$1.0M (-$228.8K)

Filed 2026-10-13

Chapin Davis, Inc.

DECREASED

Shares86,085 from 96,926

Change-10,841 (-11%)

Value$913.4K (-$327.3K)

Filed 2026-10-09

Smith Asset Management Co., LLC

DECREASED

Shares85,926 from 86,848

Change-922 (-1%)

Value$911.7K (-$200.0K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares79,775 from 68,307

Change+11,468 (+17%)

Value$843.2K (-$29.1K)

Filed 2026-10-13

Whipplewood Advisors, LLC

INCREASED

Shares78,099 from 75,042

Change+3,057 (+4%)

Value$828.6K (-$131.9K)

Filed 2026-10-20

HUB Investment Partners, LLC

NEW

Shares75,474

Change+75,474

Value$800.8K

Filed 2026-11-03

Wesbanco Bank Inc

UNCHANGED

Shares73,979 from 73,979

Change0 (0%)

Value$784.9K (-$162.0K)

Filed 2026-11-04

Capital Investment Advisors, LLC

DECREASED

Shares71,598 from 83,432

Change-11,834 (-14%)

Value$759.7K (-$308.3K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

INCREASED

Shares65,636 from 37,237

Change+28,399 (+76%)

Value$696.4K (+$219.8K)

Filed 2026-10-16

Kercheville Advisors, LLC

INCREASED

Shares59,146 from 59,123

Change+23 (+0%)

Value$627.5K (-$129.2K)

Filed 2026-10-19

Axxcess Wealth Management, LLC

INCREASED

Shares56,795 from 56,757

Change+38 (+0%)

Value$602.6K (-$123.9K)

Filed 2026-10-21

InTrack Investment Management Inc

INCREASED

Shares51,876 from 36,853

Change+15,023 (+41%)

Value$550.4K (+$78.7K)

Filed 2026-10-15

Rinkey Investments

UNCHANGED

Shares51,400 from 51,400

Change0 (0%)

Value$545.4K (-$112.6K)

Filed 2026-10-28

Caldwell Trust Co

DECREASED

Shares50,856 from 58,030

Change-7,174 (-12%)

Value$539.6K (-$203.2K)

Filed 2026-10-30

Folger Nolan Fleming Douglas Capital Management, Inc

UNCHANGED

Shares42,948 from 42,948

Change0 (0%)

Value$455.7K (-$94.1K)

Filed 2026-10-13

Burford Brothers, Inc.

UNCHANGED

Shares37,778 from 37,778

Change0 (0%)

Value$400.8K (-$82.7K)

Filed 2026-10-21

Davenport & Co LLC

DECREASED

Shares35,413 from 36,647

Change-1,234 (-3%)

Value$375.7K (-$93.3K)

Filed 2026-10-14

Wealthcare Advisory Partners LLC

INCREASED

Shares33,291 from 33,087

Change+204 (+1%)

Value$353.2K (-$70.3K)

Filed 2026-10-21

Sowell Financial Services LLC

INCREASED

Shares32,374 from 32,279

Change+95 (+0%)

Value$343.5K (-$69.7K)

Filed 2026-10-23

Truist Financial Corp

DECREASED

Shares32,336 from 33,498

Change-1,162 (-3%)

Value$343.1K (-$85.7K)

Filed 2026-10-30

Lanark Financial, Inc.

DECREASED

Shares31,853 from 33,362

Change-1,509 (-5%)

Value$338.0K (-$89.1K)

Filed 2026-10-26

Compass Financial Group, Inc

UNCHANGED

Shares31,661 from 31,661

Change0 (0%)

Value$335.9K (-$69.3K)

Filed 2026-10-13

Farther Finance Advisors, LLC

UNCHANGED

Shares31,092 from 31,092

Change0 (0%)

Value$329.9K (-$68.1K)

Filed 2026-10-08

Venture Visionary Partners LLC

INCREASED

Shares28,827 from 28,528

Change+299 (+1%)

Value$305.9K (-$59.3K)

Filed 2026-10-07

D.A. Davidson & Co.

INCREASED

Shares27,416 from 27,242

Change+174 (+1%)

Value$290.9K (-$57.8K)

Filed 2026-10-28

Walker Asset Management, LLC

UNCHANGED

Shares27,225 from 27,225

Change0 (0%)

Value$288.9K (-$59.6K)

Filed 2026-10-13

Closed-End Fund Advisors, Inc.

UNCHANGED

Shares27,043 from 27,043

Change0 (0%)

Value$286.9K (-$59.2K)

Filed 2026-11-04

World Equity Group, Inc.

INCREASED

Shares26,505 from 23,250

Change+3,255 (+14%)

Value$281.2K (-$16.4K)

Filed 2026-10-14

StoneX Group Inc.

NEW

Shares24,850

Change+24,850

Value$284.6K

Filed 2026-11-03

David J Yvars Group

DECREASED

Shares24,250 from 32,050

Change-7,800 (-24%)

Value$257.3K (-$152.9K)

Filed 2026-10-09

MBA Advisors LLC

DECREASED

Shares23,917 from 27,659

Change-3,742 (-14%)

Value$253.8K (-$100.3K)

Filed 2026-10-29

Balefire, LLC

INCREASED

Shares23,557 from 23,230

Change+327 (+1%)

Value$249.9K (-$47.4K)

Filed 2026-10-09

Aurora Private Wealth, Inc.

INCREASED

Shares23,014 from 22,581

Change+433 (+2%)

Value$244 (-$288.8K)

Filed 2026-10-20

Spire Wealth Management

UNCHANGED

Shares23,000 from 23,000

Change0 (0%)

Value$244.0K (-$50.4K)

Filed 2026-10-30

Duncker Streett & Co Inc

UNCHANGED

Shares22,069 from 22,069

Change0 (0%)

Value$234.2K (-$48.3K)

Filed 2026-10-27

Fifth Third Bancorp

INCREASED

Shares22,051 from 21,925

Change+126 (+1%)

Value$234.0K (-$46.7K)

Filed 2026-11-05

RFG Advisory, LLC

DECREASED

Shares21,962 from 34,901

Change-12,939 (-37%)

Value$233.0K (-$213.7K)

Filed 2026-11-03

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares21,900 from 21,900

Change0 (0%)

Value$232.4K (-$48.0K)

Filed 2026-11-03

Independent Financial Group, LLC

DECREASED

Shares21,696 from 28,412

Change-6,716 (-24%)

Value$230.2K (-$133.5K)

Filed 2026-10-13

Saxony Capital Management, LLC

DECREASED

Shares21,588 from 24,388

Change-2,800 (-11%)

Value$229.0K (-$83.1K)

Filed 2026-10-15

B. Riley Wealth Advisors, Inc.

INCREASED

Shares21,121 from 13,905

Change+7,216 (+52%)

Value$224.1K (+$45.7K)

Filed 2026-10-13

PUREfi Wealth, LLC

NEW

Shares20,976

Change+20,976

Value$222.6K

Filed 2026-10-19

Gridiron Partners, LLC

UNCHANGED

Shares20,449 from 20,449

Change0 (0%)

Value$217.0K (-$44.8K)

Filed 2026-10-08

Fortitude Advisory Group L.L.C.

INCREASED

Shares20,290 from 20,263

Change+27 (+0%)

Value$215.3K (-$44.1K)

Filed 2026-10-15

AlphaCore Capital LLC

DECREASED

Shares18,848 from 22,149

Change-3,301 (-15%)

Value$201.5K (-$83.8K)

Filed 2026-11-04

Smith Chas P & Associates PA Cpas

INCREASED

Shares18,267 from 11,767

Change+6,500 (+55%)

Value$198.9K (+$48.3K)

Filed 2026-10-22

Invariant Investment Management

NEW

Shares17,388

Change+17,388

Value$186.2K

Filed 2026-10-08

Beaumont Financial Advisors, LLC

UNCHANGED

Shares16,653 from 16,653

Change0 (0%)

Value$176.7K (-$36.5K)

Filed 2026-10-22

Clear Creek Financial Management, LLC

NEW

Shares15,910

Change+15,910

Value$168.8K

Filed 2026-10-28

Crestwood Advisors Group, LLC

UNCHANGED

Shares15,835 from 15,835

Change0 (0%)

Value$168.0K (-$34.7K)

Filed 2026-10-27

Indivisible Partners

INCREASED

Shares15,716 from 15,651

Change+65 (+0%)

Value$166.7K (-$33.6K)

Filed 2026-10-26

Realta Investment Advisors

UNCHANGED

Shares15,554 from 15,554

Change0 (0%)

Value$165.0K (-$34.1K)

Filed 2026-10-14

Wealth Dimensions Group, Ltd.

DECREASED

Shares15,395 from 17,395

Change-2,000 (-11%)

Value$163.3K (-$59.3K)

Filed 2026-11-02

Patriot Financial Group Insurance Agency, LLC

INCREASED

Shares14,484 from 13,958

Change+526 (+4%)

Value$153.7K (-$25.0K)

Filed 2026-10-14

Mystic Asset Management, Inc.

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$148.5K (-$30.7K)

Filed 2026-10-15

Busey Bank

DECREASED

Shares13,662 from 15,154

Change-1,492 (-10%)

Value$145.0K (-$49.0K)

Filed 2026-10-26

Creative Planning

INCREASED

Shares13,501 from 11,862

Change+1,639 (+14%)

Value$143.2K (-$8.6K)

Filed 2026-11-02

Leelyn Smith, LLC

NEW

Shares13,211

Change+13,211

Value$140.2K

Filed 2026-11-03

XML Financial, LLC

DECREASED

Shares13,000 from 25,000

Change-12,000 (-48%)

Value$137.9K (-$182.1K)

Filed 2026-10-29

Future Financial Wealth Managment LLC

INCREASED

Shares13,000 from 11,800

Change+1,200 (+10%)

Value$137.9K (-$7.3K)

Filed 2026-10-15

First Merchants Corp

UNCHANGED

Shares12,880 from 12,880

Change0 (0%)

Value$136.7K (-$28.2K)

Filed 2026-10-15

Kestra Private Wealth Services, LLC

DECREASED

Shares12,526 from 13,872

Change-1,346 (-10%)

Value$132.9K (-$44.7K)

Filed 2026-10-30

Fiduciary Alliance LLC

UNCHANGED

Shares12,500 from 12,500

Change0 (0%)

Value$132.6K (-$27.4K)

Filed 2026-10-13

Bank of New York Mellon Corp

INCREASED

Shares12,136 from 10,036

Change+2,100 (+21%)

Value$128.8K (+$308)

Filed 2026-11-05

Avidian Wealth Enterprises, LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$127.3K (-$26.3K)

Filed 2026-10-08

Morling Financial Advisors, LLC

INCREASED

Shares11,629 from 11,411

Change+218 (+2%)

Value$123.4K (-$22.7K)

Filed 2026-10-28

Sage Private Wealth Group, LLC

UNCHANGED

Shares11,473 from 11,473

Change0 (0%)

Value$121.7K (-$25.1K)

Filed 2026-10-21

Cullen T Bankers, Inc.

INCREASED

Shares11,385 from 4,270

Change+7,115 (+167%)

Value$120.8K (+$66.1K)

Filed 2026-10-28

Bison Wealth, LLC

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$117.4K (-$23.9K)

Filed 2026-10-13

United Advisor Group, LLC

INCREASED

Shares10,913 from 10,317

Change+596 (+6%)

Value$115.8K (-$16.3K)

Filed 2026-11-03

SevenBridge Financial Group, LLC

UNCHANGED

Shares10,709 from 10,709

Change0 (0%)

Value$115.6K (-$18.5K)

Filed 2026-10-26

Mather Group, Llc.

DECREASED

Shares10,226 from 13,351

Change-3,125 (-23%)

Value$108.5K (-$62.4K)

Filed 2026-10-14

American Institute for Advanced Investment Management, LLP

UNCHANGED

Shares10,211 from 10,211

Change0 (0%)

Value$108.3K (-$22.4K)

Filed 2026-11-03

Powell Investment Advisors, LLC

UNCHANGED

Shares10,182 from 10,182

Change0 (0%)

Value$108.8K (-$22.3K)

Filed 2026-10-22

Principle Wealth Partners LLC

NEW

Shares10,000

Change+10,000

Value$106.1K

Filed 2026-11-02

Bokf, NA

UNCHANGED

Shares6,912 from 6,912

Change0 (0%)

Value$73.3K (-$15.1K)

Filed 2026-10-27

Chung Wu Investment Group, LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$63.7K (-$13.1K)

Filed 2026-11-03

Private Trust Co NA

UNCHANGED

Shares5,039 from 5,039

Change0 (0%)

Value$53.5K (-$11.0K)

Filed 2026-10-20

Bank of New Hampshire

UNCHANGED

Shares4,945 from 4,945

Change0 (0%)

Value$52.5K (-$10.8K)

Filed 2026-10-06

US Bancorp \de\

UNCHANGED

Shares4,405 from 4,405

Change0 (0%)

Value$46.7K (-$9.6K)

Filed 2026-11-05

FNY Investment Advisers, LLC

UNCHANGED

Shares3,800 from 3,800

Change0 (0%)

Value$40 (-$8)

Filed 2026-10-16

Citizens National Bank Trust Department

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$31.8K (-$6.6K)

Filed 2026-11-04

Peterson Wealth Management

INCREASED

Shares2,884 from 2,830

Change+54 (+2%)

Value$30.6K (-$5.6K)

Filed 2026-11-06

Smallwood Wealth Investment Management, LLC

INCREASED

Shares2,065 from 2,035

Change+30 (+1%)

Value$21.9K (-$4.1K)

Filed 2026-10-30

Essential Investment Partners LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$21.2K (-$4.4K)

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares1,999

Change+1,999

Value$21.2K

Filed 2026-10-21

First Bancorp, Inc

UNCHANGED

Shares1,935 from 1,935

Change0 (0%)

Value$20.5K (-$4.2K)

Filed 2026-10-26

Trust Co of Vermont

NEW

Shares1,925

Change+1,925

Value$20.4K

Filed 2026-10-21

Signature Equity Partners, LLC

UNCHANGED

Shares1,858 from 1,858

Change0 (0%)

Value$19.7K (-$4.1K)

Filed 2026-10-29

Jnba Financial Advisors

UNCHANGED

Shares1,843 from 1,843

Change0 (0%)

Value$19.6K (-$4.0K)

Filed 2026-11-03

Adirondack Trust Co

UNCHANGED

Shares1,550 from 1,550

Change0 (0%)

Value$16.4K (-$3.4K)

Filed 2026-10-14

North Star Investment Management Corp.

UNCHANGED

Shares1,523 from 1,523

Change0 (0%)

Value$16.2K (-$3.3K)

Filed 2026-10-27

Ascentis Independent Advisors

NEW

Shares1,299

Change+1,299

Value$13.8K

Filed 2026-11-03

Blue Trust, Inc.

UNCHANGED

Shares1,029 from 1,029

Change0 (0%)

Value$10.9K (-$2.3K)

Filed 2026-10-15

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1,027 from 1,027

Change0 (0%)

Value$10.9K (-$2.3K)

Filed 2026-10-27

Parallel Advisors, LLC

INCREASED

Shares1,000 from 500

Change+500 (+100%)

Value$10.6K (+$4.2K)

Filed 2026-11-03

Tower Trust & Investment Co

UNCHANGED

Shares974 from 974

Change0 (0%)

Value$10.3K (-$2.1K)

Filed 2026-10-28

Chilton Capital Management LLC

UNCHANGED

Shares768 from 768

Change0 (0%)

Value$8.1K (-$1.7K)

Filed 2026-10-28

IFP Advisors, Inc

UNCHANGED

Shares760 from 760

Change0 (0%)

Value$8.1K (-$1.7K)

Filed 2026-10-16

Highline Wealth Partners LLC

UNCHANGED

Shares521 from 521

Change0 (0%)

Value$5.5K (-$1.1K)

Filed 2026-10-19

Advocate Investing Services LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$4.2K (-$876)

Filed 2026-10-26

Rossby Financial, LCC

NEW

Shares390

Change+390

Value$4.1K

Filed 2026-11-05

Daytona Street Capital LLC

NEW

Shares308

Change+308

Value$3.2K

Filed 2026-10-15

Bullock Wealth Management Group

UNCHANGED

Shares299 from 299

Change0 (0%)

Value$3.2K (-$670)

Filed 2026-10-09

Tradewinds Capital Management, LLC

DECREASED

Shares297 from 1,931

Change-1,634 (-85%)

Value$3.2K (-$21.6K)

Filed 2026-10-23

1620 Investment Advisors, Inc.

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$2.9K (-$591)

Filed 2026-11-04

Salomon & Ludwin, LLC

UNCHANGED

Shares162 from 162

Change0 (0%)

Value$1.7K (-$363)

Filed 2026-10-29

Jacobi Capital Management LLC

NEW

Shares140

Change+140

Value$1.5K

Filed 2026-11-05

Ameliora Wealth Management Ltd.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1.1K (-$219)

Filed 2026-10-23

Larson Financial Group LLC

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$509 (-$105)

Filed 2026-11-05

Ramsey Quantitative Systems

CLOSED

Shares0 from 27,000

Change-27,000 (-100%)

Value$0 (-$345.6K)

Filed 2026-10-22

Plan Group Financial, LLC

CLOSED

Shares0 from 22,232

Change-22,232 (-100%)

Value$0 (-$284.6K)

Filed 2026-10-22

Worth Asset Management, LLC

CLOSED

Shares0 from 19,905

Change-19,905 (-100%)

Value$0 (-$254.8K)

Filed 2026-10-07

Savant Capital, LLC

CLOSED

Shares0 from 12,112

Change-12,112 (-100%)

Value$0 (-$152.2K)

Filed 2026-11-06

Main Street Group, LTD

CLOSED

Shares0 from 2,310

Change-2,310 (-100%)

Value$0 (-$29.6K)

Filed 2026-10-28

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,724

Change-1,724 (-100%)

Value$0 (-$22.1K)

Filed 2026-10-15

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,297

Change-1,297 (-100%)

Value$0 (-$16.7K)

Filed 2026-11-02

Mascoma Wealth Management LLC

CLOSED

Shares0 from 799

Change-799 (-100%)

Value$0 (-$10.2K)

Filed 2026-10-23

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 499

Change-499 (-100%)

Value$0 (-$6.4K)

Filed 2026-11-04

Gill Capital Partners, LLC

CLOSED

Shares0 from 249

Change-249 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-13

Assetmark, Inc

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-21

First Horizon Corp

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$141)

Filed 2026-10-26

Guggenheim Capital LLC

N/A

Shares— from 3,124,143

Change-3,124,143 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,724,715

Change-2,724,715 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,540,480

Change-1,540,480 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,427,341

Change-1,427,341 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,415,660

Change-1,415,660 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,394,899

Change-1,394,899 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 1,053,650

Change-1,053,650 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 1,047,504

Change-1,047,504 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 675,081

Change-675,081 (-100%)

Value—

Cornerstone Advisory, LLC

N/A

Shares— from 619,791

Change-619,791 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 525,809

Change-525,809 (-100%)

Value—

McGowan Group Asset Management, Inc.

N/A

Shares— from 494,104

Change-494,104 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 470,900

Change-470,900 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 468,779

Change-468,779 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 407,028

Change-407,028 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 372,228

Change-372,228 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 367,589

Change-367,589 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 291,032

Change-291,032 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 238,549

Change-238,549 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 218,528

Change-218,528 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 202,429

Change-202,429 (-100%)

Value—

Fiera Capital Corp

N/A

Shares— from 200,134

Change-200,134 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 195,417

Change-195,417 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 182,401

Change-182,401 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 182,384

Change-182,384 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 176,423

Change-176,423 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 166,656

Change-166,656 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 150,098

Change-150,098 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 144,258

Change-144,258 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 142,106

Change-142,106 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 134,978

Change-134,978 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 128,765

Change-128,765 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 126,547

Change-126,547 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 126,445

Change-126,445 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 118,423

Change-118,423 (-100%)

Value—

Wealth Advisors of Tampa Bay, LLC

N/A

Shares— from 108,375

Change-108,375 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 104,779

Change-104,779 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 103,192

Change-103,192 (-100%)

Value—

&partners

N/A

Shares— from 93,283

Change-93,283 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 91,694

Change-91,694 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 90,453

Change-90,453 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 79,671

Change-79,671 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 77,493

Change-77,493 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 75,547

Change-75,547 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 62,668

Change-62,668 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 62,624

Change-62,624 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 55,040

Change-55,040 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 50,344

Change-50,344 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 48,462

Change-48,462 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 47,883

Change-47,883 (-100%)

Value—

Mathes Company, Inc.

N/A

Shares— from 46,500

Change-46,500 (-100%)

Value—

Broyhill Asset Management, LLC

N/A

Shares— from 46,362

Change-46,362 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 43,242

Change-43,242 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 42,654

Change-42,654 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 40,713

Change-40,713 (-100%)

Value—

Ranch Capital Advisors Inc.

N/A

Shares— from 40,681

Change-40,681 (-100%)

Value—

Texas Capital Bank Wealth Management Services Inc

N/A

Shares— from 35,841

Change-35,841 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 34,392

Change-34,392 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 34,342

Change-34,342 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 33,830

Change-33,830 (-100%)

Value—

Hirtle & Co., LLC

N/A

Shares— from 33,727

Change-33,727 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 33,128

Change-33,128 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 32,782

Change-32,782 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 31,985

Change-31,985 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 31,681

Change-31,681 (-100%)

Value—

Requisite Capital Management, LLC

N/A

Shares— from 31,465

Change-31,465 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 31,396

Change-31,396 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 31,073

Change-31,073 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 30,631

Change-30,631 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 29,289

Change-29,289 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 28,690

Change-28,690 (-100%)

Value—

Wealthspan Partners, LLC

N/A

Shares— from 28,503

Change-28,503 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 27,929

Change-27,929 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 26,312

Change-26,312 (-100%)

Value—

Element Wealth, LLC

N/A

Shares— from 25,933

Change-25,933 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 25,684

Change-25,684 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 25,330

Change-25,330 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 23,698

Change-23,698 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 23,320

Change-23,320 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 22,192

Change-22,192 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 21,786

Change-21,786 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 21,694

Change-21,694 (-100%)

Value—

Alpine Global Management, LLC

N/A

Shares— from 20,941

Change-20,941 (-100%)

Value—

Ibex Wealth Advisors

N/A

Shares— from 20,453

Change-20,453 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 19,781

Change-19,781 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 16,756

Change-16,756 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 16,524

Change-16,524 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 16,431

Change-16,431 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 16,208

Change-16,208 (-100%)

Value—

Haverford Trust Co

N/A

Shares— from 16,133

Change-16,133 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 16,092

Change-16,092 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 15,976

Change-15,976 (-100%)

Value—

Magnolia Capital Advisors LLC

N/A

Shares— from 15,310

Change-15,310 (-100%)

Value—

LEE Johnson Capital Management, LLC

N/A

Shares— from 14,857

Change-14,857 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 14,604

Change-14,604 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 14,464

Change-14,464 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 14,113

Change-14,113 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 13,951

Change-13,951 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 13,832

Change-13,832 (-100%)

Value—

Wealth Management Associates, Inc.

N/A

Shares— from 13,488

Change-13,488 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 13,323

Change-13,323 (-100%)

Value—

Commerce Bank

N/A

Shares— from 12,645

Change-12,645 (-100%)

Value—

Richmond Brothers, Inc.

N/A

Shares— from 12,610

Change-12,610 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 12,588

Change-12,588 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 12,379

Change-12,379 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 12,288

Change-12,288 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 12,176

Change-12,176 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 11,743

Change-11,743 (-100%)

Value—

Vista Investment Management

N/A

Shares— from 11,200

Change-11,200 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 10,947

Change-10,947 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 10,235

Change-10,235 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 9,780

Change-9,780 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 8,424

Change-8,424 (-100%)

Value—

Community Bank, N.A.

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 3,775

Change-3,775 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 3,555

Change-3,555 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 3,414

Change-3,414 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,106

Change-2,106 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 2,026

Change-2,026 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,608

Change-1,608 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1,604

Change-1,604 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 1,540

Change-1,540 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 1,497

Change-1,497 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,468

Change-1,468 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,116

Change-1,116 (-100%)

Value—

Field & Main Bank

N/A

Shares— from 866

Change-866 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 686

Change-686 (-100%)

Value—

CoreFirst Bank & Trust

N/A

Shares— from 615

Change-615 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 345

Change-345 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 334

Change-334 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 208

Change-208 (-100%)

Value—

CNB Bank

N/A

Shares— from 176

Change-176 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 166

Change-166 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 132

Change-132 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	2,163,046	2,210,546	-47,500	-2%	$28.3M	$22.9M	-$5.3M	2026-10-13
Artesa Financial Group, LLC	INCREASED	1,118,393	1,043,497	+74,896	+7%	$13.4M	$11.9M	-$1.5M	2026-10-29
Congress Park Capital LLC	INCREASED	670,500	598,000	+72,500	+12%	$7.7M	$7.1M	-$540.4K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	355,927	349,927	+6,000	+2%	$4.5M	$3.8M	-$702.7K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	342,078	320,893	+21,185	+7%	$4.1M	$3.6M	-$478.0K	2026-11-02
CoreCap Advisors, LLC	INCREASED	253,074	141,530	+111,544	+79%	$1.8M	$2.7M	+$873.5K	2026-10-08
J.W. Cole Advisors, Inc.	DECREASED	197,209	197,401	-192	0%	$2.5M	$2.1M	-$434.3K	2026-11-05
Left Brain Wealth Management, LLC	DECREASED	193,871	413,881	-220,010	-53%	$5.3M	$2.1M	-$3.2M	2026-10-28
Kennedy Investment Group, Inc.	DECREASED	134,920	150,182	-15,262	-10%	$1.9M	$1.4M	-$490.8K	2026-10-21
Pinnacle Associates LTD	INCREASED	132,037	130,712	+1,325	+1%	$1.7M	$1.4M	-$272.2K	2026-10-20
Melone Private Wealth, LLC	INCREASED	128,626	126,739	+1,887	+1%	$1.6M	$1.4M	-$257.5K	2026-10-16
Silverlake Wealth Management LLC	DECREASED	127,928	128,129	-201	0%	$1.6M	$1.4M	-$282.7K	2026-10-21
Cambridge Investment Research Advisors, Inc.	INCREASED	125,287	123,975	+1,312	+1%	$1.6M	$1.3K	-$1.6M	2026-11-02
Thrivent Financial for Lutherans	DECREASED	112,235	129,880	-17,645	-14%	$1.7M	$1.2K	-$1.7M	2026-11-05
Lido Advisors, LLC	DECREASED	110,523	112,523	-2,000	-2%	$1.4M	$1.2M	-$276.0K	2026-11-04
Oppenheimer & Co Inc	DECREASED	109,218	111,630	-2,412	-2%	$1.4M	$1.2M	-$270.1K	2026-10-26
Prospera Financial Services Inc	INCREASED	108,306	103,573	+4,733	+5%	$1.3M	$1.2M	-$90.0K	2026-11-04
Worthington Financial Partners, LLC	DECREASED	96,266	97,670	-1,404	-1%	$1.3M	$1.0M	-$228.8K	2026-10-13
Chapin Davis, Inc.	DECREASED	86,085	96,926	-10,841	-11%	$1.2M	$913.4K	-$327.3K	2026-10-09
Smith Asset Management Co., LLC	DECREASED	85,926	86,848	-922	-1%	$1.1M	$911.7K	-$200.0K	2026-10-16
Wealth Enhancement Advisory Services, LLC	INCREASED	79,775	68,307	+11,468	+17%	$872.3K	$843.2K	-$29.1K	2026-10-13
Whipplewood Advisors, LLC	INCREASED	78,099	75,042	+3,057	+4%	$960.5K	$828.6K	-$131.9K	2026-10-20
HUB Investment Partners, LLC	NEW	75,474	—	+75,474	—	—	$800.8K	—	2026-11-03
Wesbanco Bank Inc	UNCHANGED	73,979	73,979	0	0%	$946.9K	$784.9K	-$162.0K	2026-11-04
Capital Investment Advisors, LLC	DECREASED	71,598	83,432	-11,834	-14%	$1.1M	$759.7K	-$308.3K	2026-10-22
Concurrent Investment Advisors, LLC	INCREASED	65,636	37,237	+28,399	+76%	$476.6K	$696.4K	+$219.8K	2026-10-16
Kercheville Advisors, LLC	INCREASED	59,146	59,123	+23	+0%	$756.8K	$627.5K	-$129.2K	2026-10-19
Axxcess Wealth Management, LLC	INCREASED	56,795	56,757	+38	+0%	$726.5K	$602.6K	-$123.9K	2026-10-21
InTrack Investment Management Inc	INCREASED	51,876	36,853	+15,023	+41%	$471.7K	$550.4K	+$78.7K	2026-10-15
Rinkey Investments	UNCHANGED	51,400	51,400	0	0%	$657.9K	$545.4K	-$112.6K	2026-10-28
Caldwell Trust Co	DECREASED	50,856	58,030	-7,174	-12%	$742.8K	$539.6K	-$203.2K	2026-10-30
Folger Nolan Fleming Douglas Capital Management, Inc	UNCHANGED	42,948	42,948	0	0%	$549.7K	$455.7K	-$94.1K	2026-10-13
Burford Brothers, Inc.	UNCHANGED	37,778	37,778	0	0%	$483.6K	$400.8K	-$82.7K	2026-10-21
Davenport & Co LLC	DECREASED	35,413	36,647	-1,234	-3%	$469.1K	$375.7K	-$93.3K	2026-10-14
Wealthcare Advisory Partners LLC	INCREASED	33,291	33,087	+204	+1%	$423.5K	$353.2K	-$70.3K	2026-10-21
Sowell Financial Services LLC	INCREASED	32,374	32,279	+95	+0%	$413.2K	$343.5K	-$69.7K	2026-10-23
Truist Financial Corp	DECREASED	32,336	33,498	-1,162	-3%	$428.8K	$343.1K	-$85.7K	2026-10-30
Lanark Financial, Inc.	DECREASED	31,853	33,362	-1,509	-5%	$427.0K	$338.0K	-$89.1K	2026-10-26
Compass Financial Group, Inc	UNCHANGED	31,661	31,661	0	0%	$405.3K	$335.9K	-$69.3K	2026-10-13
Farther Finance Advisors, LLC	UNCHANGED	31,092	31,092	0	0%	$398.0K	$329.9K	-$68.1K	2026-10-08
Venture Visionary Partners LLC	INCREASED	28,827	28,528	+299	+1%	$365.2K	$305.9K	-$59.3K	2026-10-07
D.A. Davidson & Co.	INCREASED	27,416	27,242	+174	+1%	$348.7K	$290.9K	-$57.8K	2026-10-28
Walker Asset Management, LLC	UNCHANGED	27,225	27,225	0	0%	$348.5K	$288.9K	-$59.6K	2026-10-13
Closed-End Fund Advisors, Inc.	UNCHANGED	27,043	27,043	0	0%	$346.2K	$286.9K	-$59.2K	2026-11-04
World Equity Group, Inc.	INCREASED	26,505	23,250	+3,255	+14%	$297.6K	$281.2K	-$16.4K	2026-10-14
StoneX Group Inc.	NEW	24,850	—	+24,850	—	—	$284.6K	—	2026-11-03
David J Yvars Group	DECREASED	24,250	32,050	-7,800	-24%	$410.2K	$257.3K	-$152.9K	2026-10-09
MBA Advisors LLC	DECREASED	23,917	27,659	-3,742	-14%	$354.0K	$253.8K	-$100.3K	2026-10-29
Balefire, LLC	INCREASED	23,557	23,230	+327	+1%	$297.3K	$249.9K	-$47.4K	2026-10-09
Aurora Private Wealth, Inc.	INCREASED	23,014	22,581	+433	+2%	$289.0K	$244	-$288.8K	2026-10-20
Spire Wealth Management	UNCHANGED	23,000	23,000	0	0%	$294.4K	$244.0K	-$50.4K	2026-10-30
Duncker Streett & Co Inc	UNCHANGED	22,069	22,069	0	0%	$282.5K	$234.2K	-$48.3K	2026-10-27
Fifth Third Bancorp	INCREASED	22,051	21,925	+126	+1%	$280.6K	$234.0K	-$46.7K	2026-11-05
RFG Advisory, LLC	DECREASED	21,962	34,901	-12,939	-37%	$446.7K	$233.0K	-$213.7K	2026-11-03
Ashton Thomas Private Wealth, LLC	UNCHANGED	21,900	21,900	0	0%	$280.3K	$232.4K	-$48.0K	2026-11-03
Independent Financial Group, LLC	DECREASED	21,696	28,412	-6,716	-24%	$363.7K	$230.2K	-$133.5K	2026-10-13
Saxony Capital Management, LLC	DECREASED	21,588	24,388	-2,800	-11%	$312.2K	$229.0K	-$83.1K	2026-10-15
B. Riley Wealth Advisors, Inc.	INCREASED	21,121	13,905	+7,216	+52%	$178.4K	$224.1K	+$45.7K	2026-10-13
PUREfi Wealth, LLC	NEW	20,976	—	+20,976	—	—	$222.6K	—	2026-10-19
Gridiron Partners, LLC	UNCHANGED	20,449	20,449	0	0%	$261.7K	$217.0K	-$44.8K	2026-10-08
Fortitude Advisory Group L.L.C.	INCREASED	20,290	20,263	+27	+0%	$259.4K	$215.3K	-$44.1K	2026-10-15
AlphaCore Capital LLC	DECREASED	18,848	22,149	-3,301	-15%	$285.3K	$201.5K	-$83.8K	2026-11-04
Smith Chas P & Associates PA Cpas	INCREASED	18,267	11,767	+6,500	+55%	$150.6K	$198.9K	+$48.3K	2026-10-22
Invariant Investment Management	NEW	17,388	—	+17,388	—	—	$186.2K	—	2026-10-08
Beaumont Financial Advisors, LLC	UNCHANGED	16,653	16,653	0	0%	$213.2K	$176.7K	-$36.5K	2026-10-22
Clear Creek Financial Management, LLC	NEW	15,910	—	+15,910	—	—	$168.8K	—	2026-10-28
Crestwood Advisors Group, LLC	UNCHANGED	15,835	15,835	0	0%	$202.7K	$168.0K	-$34.7K	2026-10-27
Indivisible Partners	INCREASED	15,716	15,651	+65	+0%	$200.3K	$166.7K	-$33.6K	2026-10-26
Realta Investment Advisors	UNCHANGED	15,554	15,554	0	0%	$199.1K	$165.0K	-$34.1K	2026-10-14
Wealth Dimensions Group, Ltd.	DECREASED	15,395	17,395	-2,000	-11%	$222.7K	$163.3K	-$59.3K	2026-11-02
Patriot Financial Group Insurance Agency, LLC	INCREASED	14,484	13,958	+526	+4%	$178.7K	$153.7K	-$25.0K	2026-10-14
Mystic Asset Management, Inc.	UNCHANGED	14,000	14,000	0	0%	$179.2K	$148.5K	-$30.7K	2026-10-15
Busey Bank	DECREASED	13,662	15,154	-1,492	-10%	$194.0K	$145.0K	-$49.0K	2026-10-26
Creative Planning	INCREASED	13,501	11,862	+1,639	+14%	$151.8K	$143.2K	-$8.6K	2026-11-02
Leelyn Smith, LLC	NEW	13,211	—	+13,211	—	—	$140.2K	—	2026-11-03
XML Financial, LLC	DECREASED	13,000	25,000	-12,000	-48%	$320.0K	$137.9K	-$182.1K	2026-10-29
Future Financial Wealth Managment LLC	INCREASED	13,000	11,800	+1,200	+10%	$145.3K	$137.9K	-$7.3K	2026-10-15
First Merchants Corp	UNCHANGED	12,880	12,880	0	0%	$164.9K	$136.7K	-$28.2K	2026-10-15
Kestra Private Wealth Services, LLC	DECREASED	12,526	13,872	-1,346	-10%	$177.6K	$132.9K	-$44.7K	2026-10-30
Fiduciary Alliance LLC	UNCHANGED	12,500	12,500	0	0%	$160.0K	$132.6K	-$27.4K	2026-10-13
Bank of New York Mellon Corp	INCREASED	12,136	10,036	+2,100	+21%	$128.5K	$128.8K	+$308	2026-11-05
Avidian Wealth Enterprises, LLC	UNCHANGED	12,000	12,000	0	0%	$153.6K	$127.3K	-$26.3K	2026-10-08
Morling Financial Advisors, LLC	INCREASED	11,629	11,411	+218	+2%	$146.1K	$123.4K	-$22.7K	2026-10-28
Sage Private Wealth Group, LLC	UNCHANGED	11,473	11,473	0	0%	$146.9K	$121.7K	-$25.1K	2026-10-21
Cullen T Bankers, Inc.	INCREASED	11,385	4,270	+7,115	+167%	$54.7K	$120.8K	+$66.1K	2026-10-28
Bison Wealth, LLC	UNCHANGED	11,000	11,000	0	0%	$141.2K	$117.4K	-$23.9K	2026-10-13
United Advisor Group, LLC	INCREASED	10,913	10,317	+596	+6%	$132.1K	$115.8K	-$16.3K	2026-11-03
SevenBridge Financial Group, LLC	UNCHANGED	10,709	10,709	0	0%	$134.1K	$115.6K	-$18.5K	2026-10-26
Mather Group, Llc.	DECREASED	10,226	13,351	-3,125	-23%	$170.9K	$108.5K	-$62.4K	2026-10-14
American Institute for Advanced Investment Management, LLP	UNCHANGED	10,211	10,211	0	0%	$130.7K	$108.3K	-$22.4K	2026-11-03
Powell Investment Advisors, LLC	UNCHANGED	10,182	10,182	0	0%	$131.1K	$108.8K	-$22.3K	2026-10-22
Principle Wealth Partners LLC	NEW	10,000	—	+10,000	—	—	$106.1K	—	2026-11-02
Bokf, NA	UNCHANGED	6,912	6,912	0	0%	$88.5K	$73.3K	-$15.1K	2026-10-27
Chung Wu Investment Group, LLC	UNCHANGED	6,000	6,000	0	0%	$76.8K	$63.7K	-$13.1K	2026-11-03
Private Trust Co NA	UNCHANGED	5,039	5,039	0	0%	$64.5K	$53.5K	-$11.0K	2026-10-20
Bank of New Hampshire	UNCHANGED	4,945	4,945	0	0%	$63.3K	$52.5K	-$10.8K	2026-10-06
US Bancorp \de\	UNCHANGED	4,405	4,405	0	0%	$56.4K	$46.7K	-$9.6K	2026-11-05
FNY Investment Advisers, LLC	UNCHANGED	3,800	3,800	0	0%	$48	$40	-$8	2026-10-16
Citizens National Bank Trust Department	UNCHANGED	3,000	3,000	0	0%	$38.4K	$31.8K	-$6.6K	2026-11-04
Peterson Wealth Management	INCREASED	2,884	2,830	+54	+2%	$36.2K	$30.6K	-$5.6K	2026-11-06
Smallwood Wealth Investment Management, LLC	INCREASED	2,065	2,035	+30	+1%	$26.1K	$21.9K	-$4.1K	2026-10-30
Essential Investment Partners LLC	UNCHANGED	2,000	2,000	0	0%	$25.6K	$21.2K	-$4.4K	2026-10-27
Root Financial Partners, LLC	NEW	1,999	—	+1,999	—	—	$21.2K	—	2026-10-21
First Bancorp, Inc	UNCHANGED	1,935	1,935	0	0%	$24.8K	$20.5K	-$4.2K	2026-10-26
Trust Co of Vermont	NEW	1,925	—	+1,925	—	—	$20.4K	—	2026-10-21
Signature Equity Partners, LLC	UNCHANGED	1,858	1,858	0	0%	$23.8K	$19.7K	-$4.1K	2026-10-29
Jnba Financial Advisors	UNCHANGED	1,843	1,843	0	0%	$23.6K	$19.6K	-$4.0K	2026-11-03
Adirondack Trust Co	UNCHANGED	1,550	1,550	0	0%	$19.8K	$16.4K	-$3.4K	2026-10-14
North Star Investment Management Corp.	UNCHANGED	1,523	1,523	0	0%	$19.5K	$16.2K	-$3.3K	2026-10-27
Ascentis Independent Advisors	NEW	1,299	—	+1,299	—	—	$13.8K	—	2026-11-03
Blue Trust, Inc.	UNCHANGED	1,029	1,029	0	0%	$13.2K	$10.9K	-$2.3K	2026-10-15
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1,027	1,027	0	0%	$13.1K	$10.9K	-$2.3K	2026-10-27
Parallel Advisors, LLC	INCREASED	1,000	500	+500	+100%	$6.4K	$10.6K	+$4.2K	2026-11-03
Tower Trust & Investment Co	UNCHANGED	974	974	0	0%	$12.5K	$10.3K	-$2.1K	2026-10-28
Chilton Capital Management LLC	UNCHANGED	768	768	0	0%	$9.8K	$8.1K	-$1.7K	2026-10-28
IFP Advisors, Inc	UNCHANGED	760	760	0	0%	$9.7K	$8.1K	-$1.7K	2026-10-16
Highline Wealth Partners LLC	UNCHANGED	521	521	0	0%	$6.7K	$5.5K	-$1.1K	2026-10-19
Advocate Investing Services LLC	UNCHANGED	400	400	0	0%	$5.1K	$4.2K	-$876	2026-10-26
Rossby Financial, LCC	NEW	390	—	+390	—	—	$4.1K	—	2026-11-05
Daytona Street Capital LLC	NEW	308	—	+308	—	—	$3.2K	—	2026-10-15
Bullock Wealth Management Group	UNCHANGED	299	299	0	0%	$3.8K	$3.2K	-$670	2026-10-09
Tradewinds Capital Management, LLC	DECREASED	297	1,931	-1,634	-85%	$24.7K	$3.2K	-$21.6K	2026-10-23
1620 Investment Advisors, Inc.	UNCHANGED	270	270	0	0%	$3.5K	$2.9K	-$591	2026-11-04
Salomon & Ludwin, LLC	UNCHANGED	162	162	0	0%	$2.1K	$1.7K	-$363	2026-10-29
Jacobi Capital Management LLC	NEW	140	—	+140	—	—	$1.5K	—	2026-11-05
Ameliora Wealth Management Ltd.	UNCHANGED	100	100	0	0%	$1.3K	$1.1K	-$219	2026-10-23
Larson Financial Group LLC	UNCHANGED	48	48	0	0%	$614	$509	-$105	2026-11-05
Ramsey Quantitative Systems	CLOSED	0	27,000	-27,000	-100%	$345.6K	$0	-$345.6K	2026-10-22
Plan Group Financial, LLC	CLOSED	0	22,232	-22,232	-100%	$284.6K	$0	-$284.6K	2026-10-22
Worth Asset Management, LLC	CLOSED	0	19,905	-19,905	-100%	$254.8K	$0	-$254.8K	2026-10-07
Savant Capital, LLC	CLOSED	0	12,112	-12,112	-100%	$152.2K	$0	-$152.2K	2026-11-06
Main Street Group, LTD	CLOSED	0	2,310	-2,310	-100%	$29.6K	$0	-$29.6K	2026-10-28
AdvisorNet Financial, Inc	CLOSED	0	1,724	-1,724	-100%	$22.1K	$0	-$22.1K	2026-10-15
International Assets Investment Management, LLC	CLOSED	0	1,297	-1,297	-100%	$16.7K	$0	-$16.7K	2026-11-02
Mascoma Wealth Management LLC	CLOSED	0	799	-799	-100%	$10.2K	$0	-$10.2K	2026-10-23
Plante Moran Financial Advisors, LLC	CLOSED	0	499	-499	-100%	$6.4K	$0	-$6.4K	2026-11-04
Gill Capital Partners, LLC	CLOSED	0	249	-249	-100%	$3.2K	$0	-$3.2K	2026-10-13
Assetmark, Inc	CLOSED	0	150	-150	-100%	$1.9K	$0	-$1.9K	2026-10-21
First Horizon Corp	CLOSED	0	11	-11	-100%	$141	$0	-$141	2026-10-26
Guggenheim Capital LLC	N/A	—	3,124,143	-3,124,143	-100%	$40.0M	—	—	—
Morgan Stanley	N/A	—	2,724,715	-2,724,715	-100%	$34.9M	—	—	—
Wells Fargo & Company	N/A	—	1,540,480	-1,540,480	-100%	$19.7M	—	—	—
UBS Group AG	N/A	—	1,427,341	-1,427,341	-100%	$18.3M	—	—	—
Bank of America Corp	N/A	—	1,415,660	-1,415,660	-100%	$18.1M	—	—	—
Raymond James Financial Inc	N/A	—	1,394,899	-1,394,899	-100%	$17.9M	—	—	—
Van Eck Associates Corp	N/A	—	1,053,650	-1,053,650	-100%	$13.5M	—	—	—
LPL Financial LLC	N/A	—	1,047,504	-1,047,504	-100%	$13.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	675,081	-675,081	-100%	$8.6M	—	—	—
Cornerstone Advisory, LLC	N/A	—	619,791	-619,791	-100%	$7.9M	—	—	—
Ameriprise Financial Inc	N/A	—	525,809	-525,809	-100%	$6.7M	—	—	—
McGowan Group Asset Management, Inc.	N/A	—	494,104	-494,104	-100%	$6.3M	—	—	—
Allianz Asset Management GmbH	N/A	—	470,900	-470,900	-100%	$6.0M	—	—	—
Royal Bank of Canada	N/A	—	468,779	-468,779	-100%	$6.0M	—	—	—
Stifel Financial Corp	N/A	—	407,028	-407,028	-100%	$5.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	372,228	-372,228	-100%	$4.8M	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	367,589	-367,589	-100%	$4.7M	—	—	—
Palogic Value Management, L.P.	N/A	—	291,032	-291,032	-100%	$3.7M	—	—	—
Cetera Investment Advisers	N/A	—	238,549	-238,549	-100%	$3.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	218,528	-218,528	-100%	$2.8M	—	—	—
Gould Capital, LLC	N/A	—	202,429	-202,429	-100%	$2.6M	—	—	—
Fiera Capital Corp	N/A	—	200,134	-200,134	-100%	$2.6M	—	—	—
Invesco Ltd.	N/A	—	195,417	-195,417	-100%	$2.5M	—	—	—
Melfa Wealth Management, Inc.	N/A	—	182,401	-182,401	-100%	$2.3M	—	—	—
Arkadios Wealth Advisors	N/A	—	182,384	-182,384	-100%	$2.3M	—	—	—
Jane Street Group, LLC	N/A	—	176,423	-176,423	-100%	$2.3M	—	—	—
SIT Investment Associates Inc	N/A	—	166,656	-166,656	-100%	$2.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	150,098	-150,098	-100%	$1.9M	—	—	—
Pallas Capital Advisors LLC	N/A	—	144,258	-144,258	-100%	$1.8M	—	—	—
Focus Partners Wealth	N/A	—	142,106	-142,106	-100%	$1.8M	—	—	—
Cohen & Steers, Inc.	N/A	—	134,978	-134,978	-100%	$1.7M	—	—	—
Captrust Financial Advisors	N/A	—	128,765	-128,765	-100%	$1.6M	—	—	—
Harbour Investments, Inc.	N/A	—	126,547	-126,547	-100%	$1.6M	—	—	—
Mariner, LLC	N/A	—	126,445	-126,445	-100%	$1.6M	—	—	—
Tyche Wealth Partners LLC	N/A	—	118,423	-118,423	-100%	$1.5M	—	—	—
Wealth Advisors of Tampa Bay, LLC	N/A	—	108,375	-108,375	-100%	$1.4M	—	—	—
Private Advisor Group, LLC	N/A	—	104,779	-104,779	-100%	$1.3M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	103,192	-103,192	-100%	$1.3M	—	—	—
&partners	N/A	—	93,283	-93,283	-100%	$1.2M	—	—	—
Summit Trail Advisors, LLC	N/A	—	91,694	-91,694	-100%	$1.2M	—	—	—
FSA Advisors, Inc.	N/A	—	90,453	-90,453	-100%	$1.2M	—	—	—
Smith, Moore & Co.	N/A	—	79,671	-79,671	-100%	$1.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	77,493	-77,493	-100%	$992.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	75,547	-75,547	-100%	$967.0K	—	—	—
Summit Financial, LLC	N/A	—	62,668	-62,668	-100%	$805.9K	—	—	—
World Investment Advisors	N/A	—	62,624	-62,624	-100%	$772.7K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	55,040	-55,040	-100%	$704.5K	—	—	—
Founders Financial Alliance, LLC	N/A	—	50,344	-50,344	-100%	$644.4K	—	—	—
XTX Topco Ltd	N/A	—	48,462	-48,462	-100%	$620.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	47,883	-47,883	-100%	$612.9K	—	—	—
Mathes Company, Inc.	N/A	—	46,500	-46,500	-100%	$595.0K	—	—	—
Broyhill Asset Management, LLC	N/A	—	46,362	-46,362	-100%	$593.4K	—	—	—
Oxbow Advisors, LLC	N/A	—	43,242	-43,242	-100%	$553.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	42,654	-42,654	-100%	$546.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	40,713	-40,713	-100%	$521.1K	—	—	—
Ranch Capital Advisors Inc.	N/A	—	40,681	-40,681	-100%	$520.9K	—	—	—
Texas Capital Bank Wealth Management Services Inc	N/A	—	35,841	-35,841	-100%	$458.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	34,392	-34,392	-100%	$440.2K	—	—	—
Hollencrest Capital Management	N/A	—	34,342	-34,342	-100%	$439.6K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	33,830	-33,830	-100%	$433.0K	—	—	—
Hirtle & Co., LLC	N/A	—	33,727	-33,727	-100%	$431.7K	—	—	—
Allworth Financial LP	N/A	—	33,128	-33,128	-100%	$424.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	32,782	-32,782	-100%	$419.6K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	31,985	-31,985	-100%	$409.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	31,681	-31,681	-100%	$405.5K	—	—	—
Requisite Capital Management, LLC	N/A	—	31,465	-31,465	-100%	$405.2K	—	—	—
Inspire Advisors, LLC	N/A	—	31,396	-31,396	-100%	$401.9K	—	—	—
Wealthspire Advisors, LLC	N/A	—	31,073	-31,073	-100%	$397.7K	—	—	—
MAI Capital Management	N/A	—	30,631	-30,631	-100%	$394.1K	—	—	—
Cofg Advisors, LLC	N/A	—	29,289	-29,289	-100%	$374.9K	—	—	—
Citadel Advisors LLC	N/A	—	28,690	-28,690	-100%	$367.2K	—	—	—
Wealthspan Partners, LLC	N/A	—	28,503	-28,503	-100%	$364.8K	—	—	—
Benjamin Edwards Inc	N/A	—	27,929	-27,929	-100%	$357.5K	—	—	—
Clearstead Advisors, LLC	N/A	—	26,312	-26,312	-100%	$336.8K	—	—	—
Element Wealth, LLC	N/A	—	25,933	-25,933	-100%	$331.9K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	25,684	-25,684	-100%	$328.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	25,330	-25,330	-100%	$324.2K	—	—	—
MML Investors Services, LLC	N/A	—	23,698	-23,698	-100%	$303.3K	—	—	—
BFC Planning, Inc.	N/A	—	23,320	-23,320	-100%	$298.5K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	22,192	-22,192	-100%	$284.1K	—	—	—
PFG Investments, LLC	N/A	—	21,786	-21,786	-100%	$278.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	21,694	-21,694	-100%	$277.7K	—	—	—
Alpine Global Management, LLC	N/A	—	20,941	-20,941	-100%	$268.0K	—	—	—
Ibex Wealth Advisors	N/A	—	20,453	-20,453	-100%	$261.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	19,781	-19,781	-100%	$253.2K	—	—	—
Rothschild Wealth LLC	N/A	—	16,756	-16,756	-100%	$214.5K	—	—	—
Savvy Advisors, Inc.	N/A	—	16,524	-16,524	-100%	$211.5K	—	—	—
Two Sigma Securities, LLC	N/A	—	16,431	-16,431	-100%	$210.3K	—	—	—
Evolve Private Wealth, LLC	N/A	—	16,208	-16,208	-100%	$208.7K	—	—	—
Haverford Trust Co	N/A	—	16,133	-16,133	-100%	$206.5K	—	—	—
HighTower Advisors, LLC	N/A	—	16,092	-16,092	-100%	$206.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	15,976	-15,976	-100%	$204.5K	—	—	—
Magnolia Capital Advisors LLC	N/A	—	15,310	-15,310	-100%	$196.0K	—	—	—
LEE Johnson Capital Management, LLC	N/A	—	14,857	-14,857	-100%	$190.2K	—	—	—
Boothbay Fund Management, LLC	N/A	—	14,604	-14,604	-100%	$186.9K	—	—	—
IEQ Capital, LLC	N/A	—	14,464	-14,464	-100%	$185.1K	—	—	—
HRT Financial LP	N/A	—	14,113	-14,113	-100%	$180.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	13,951	-13,951	-100%	$178.6K	—	—	—
Belpointe Asset Management LLC	N/A	—	13,832	-13,832	-100%	$177.1K	—	—	—
Wealth Management Associates, Inc.	N/A	—	13,488	-13,488	-100%	$172.6K	—	—	—
Maridea Wealth Management LLC	N/A	—	13,323	-13,323	-100%	$170.5K	—	—	—
Commerce Bank	N/A	—	12,645	-12,645	-100%	$161.9K	—	—	—
Richmond Brothers, Inc.	N/A	—	12,610	-12,610	-100%	$161.4K	—	—	—
Webster Bank, N. A.	N/A	—	12,588	-12,588	-100%	$161.1K	—	—	—
Rothschild Investment LLC	N/A	—	12,379	-12,379	-100%	$158.5K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	12,288	-12,288	-100%	$157.3K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	12,176	-12,176	-100%	$155.9K	—	—	—
Hilltop Holdings Inc.	N/A	—	11,743	-11,743	-100%	$150.3K	—	—	—
Vista Investment Management	N/A	—	11,200	-11,200	-100%	$143.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	10,947	-10,947	-100%	$140.1K	—	—	—
Clear Street Group Inc.	N/A	—	10,235	-10,235	-100%	$131.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	9,780	-9,780	-100%	$125.2K	—	—	—
Ancora Advisors LLCA	N/A	—	8,424	-8,424	-100%	$107.8K	—	—	—
Community Bank, N.A.	N/A	—	6,000	-6,000	-100%	$76.8K	—	—	—
Bessemer Group Inc	N/A	—	5,000	-5,000	-100%	$64.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	3,775	-3,775	-100%	$48.3K	—	—	—
Vanguard National Trust Co	N/A	—	3,555	-3,555	-100%	$45.5K	—	—	—
Penserra Capital Management LLC	N/A	—	3,414	-3,414	-100%	$43	—	—	—
Anchor Investment Management, LLC	N/A	—	2,800	-2,800	-100%	$35.8K	—	—	—
Arax Advisory Partners	N/A	—	2,106	-2,106	-100%	$27.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	2,026	-2,026	-100%	$26.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,608	-1,608	-100%	$20.6K	—	—	—
LRI Investments, LLC	N/A	—	1,604	-1,604	-100%	$20.5K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	1,540	-1,540	-100%	$19.8K	—	—	—
Truvestments Capital LLC	N/A	—	1,497	-1,497	-100%	$19.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,468	-1,468	-100%	$18.8K	—	—	—
BlackRock, Inc.	N/A	—	1,116	-1,116	-100%	$14.3K	—	—	—
Field & Main Bank	N/A	—	866	-866	-100%	$11.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	686	-686	-100%	$8.8K	—	—	—
CoreFirst Bank & Trust	N/A	—	615	-615	-100%	$7.9K	—	—	—
SHP Wealth Management	N/A	—	345	-345	-100%	$4.4K	—	—	—
Capital Analysts, LLC	N/A	—	334	-334	-100%	$4	—	—	—
JPMorgan Chase & Co	N/A	—	208	-208	-100%	$2.7K	—	—	—
CNB Bank	N/A	—	176	-176	-100%	$2.3K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	166	-166	-100%	$2.1K	—	—	—
IMA Advisory Services, Inc.	N/A	—	132	-132	-100%	$1.7K	—	—	—
CVA Family Office, LLC	N/A	—	21	-21	-100%	$269	—	—	—

Showing 276 of 276 institutions