Pacer Data & Infrastructure (SRVR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

LPL Financial LLC

DECREASED

Shares352,498 from 352,703

Change-205 (0%)

Value$10.0M (-$1.2M)

Filed 2026-11-06

Altfest L J & Co Inc

NEW

Shares172,054

Change+172,054

Value$4.9M

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares123,609 from 85,081

Change+38,528 (+45%)

Value$3.5K (-$2.7M)

Filed 2026-11-02

Cornerstone Management, Inc.

DECREASED

Shares41,864 from 42,082

Change-218 (-1%)

Value$1.2M (-$150.9K)

Filed 2026-10-16

Roan Capital Partners

INCREASED

Shares35,028 from 27,916

Change+7,112 (+25%)

Value$992.3K (+$105.4K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

INCREASED

Shares34,830 from 24,384

Change+10,446 (+43%)

Value$986.7K (+$212.0K)

Filed 2026-11-02

Acorn Financial Advisory Services Inc

DECREASED

Shares31,345 from 31,885

Change-540 (-2%)

Value$888.0K (-$125.0K)

Filed 2026-11-02

AWM Capital, LLC

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$849.9K (-$103.2K)

Filed 2026-10-16

Baron Financial Group, LLC

INCREASED

Shares29,298 from 26,713

Change+2,585 (+10%)

Value$830.0K (-$18.7K)

Filed 2026-10-09

Citigroup Inc

INCREASED

Shares17,699 from 13,718

Change+3,981 (+29%)

Value$501.4K (+$65.6K)

Filed 2026-11-04

Globalt Investments LLC / GA

DECREASED

Shares13,857 from 14,192

Change-335 (-2%)

Value$392.6K (-$58.3K)

Filed 2026-10-27

Endowment Wealth Management, Inc.

INCREASED

Shares9,864 from 7,664

Change+2,200 (+29%)

Value$279.5K (+$36.0K)

Filed 2026-11-03

Independent Financial Group, LLC

INCREASED

Shares9,831 from 9,462

Change+369 (+4%)

Value$278.5K (-$22.1K)

Filed 2026-10-13

J.W. Cole Advisors, Inc.

NEW

Shares9,146

Change+9,146

Value$259.1K

Filed 2026-11-05

Trust Co of Vermont

NEW

Shares2,745

Change+2,745

Value$77.8K

Filed 2026-10-21

Tompkins Financial Corp

NEW

Shares1,798

Change+1,798

Value$50.9K

Filed 2026-10-05

CX Institutional

NEW

Shares1,679

Change+1,679

Value$48

Filed 2026-10-02

AlphaCore Capital LLC

UNCHANGED

Shares950 from 950

Change0 (0%)

Value$26.9K (-$3.3K)

Filed 2026-11-04

Key Capital Management, Inc

INCREASED

Shares614 from 601

Change+13 (+2%)

Value$17.4K (-$1.7K)

Filed 2026-11-03

Murphy & Mullick Capital Management Corp

NEW

Shares500

Change+500

Value$14.2K

Filed 2026-11-02

Lanark Financial, Inc.

INCREASED

Shares465 from 215

Change+250 (+116%)

Value$13.2K (+$6.3K)

Filed 2026-10-26

Y.D. More Investments Ltd

NEW

Shares340

Change+340

Value$9.6K

Filed 2026-11-02

Farther Finance Advisors, LLC

DECREASED

Shares310 from 318

Change-8 (-3%)

Value$8.8K (-$1.3K)

Filed 2026-10-08

Archer Investment Corp

INCREASED

Shares302 from 296

Change+6 (+2%)

Value$8.6K (-$853)

Filed 2026-11-05

Marshall & Sterling Wealth Advisors Inc.

INCREASED

Shares295 from 294

Change+1 (+0%)

Value$8.4K (-$965)

Filed 2026-10-28

Rossby Financial, LCC

NEW

Shares250

Change+250

Value$7.1K

Filed 2026-11-05

Blue Trust, Inc.

UNCHANGED

Shares245 from 245

Change0 (0%)

Value$6.9K (-$843)

Filed 2026-10-15

Catherine Avery Investment Management LLC

UNCHANGED

Shares221 from 221

Change0 (0%)

Value$6.3K (-$760)

Filed 2026-10-14

Planning Strategies Inc.

DECREASED

Shares200 from 294

Change-94 (-32%)

Value$5.7K (-$3.7K)

Filed 2026-10-02

Investors Research Corp

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$4.3K (-$516)

Filed 2026-10-07

PNC Financial Services Group, Inc.

INCREASED

Shares141 from 129

Change+12 (+9%)

Value$4.0K (-$103)

Filed 2026-11-06

Hazlett, Burt & Watson, Inc.

INCREASED

Shares103 from 101

Change+2 (+2%)

Value$3 ($0)

Filed 2026-11-04

Fifth Third Bancorp

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$1.9K (-$230)

Filed 2026-11-05

Byrne Asset Management LLC

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$1.8K (-$234)

Filed 2026-10-06

Lodestone Wealth Management LLC

DECREASED

Shares57 from 133

Change-76 (-57%)

Value$1.6K (-$2.6K)

Filed 2026-10-14

Larson Financial Group LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$1.6K (-$193)

Filed 2026-11-05

Russell Investments Group, Ltd.

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$935 (-$113)

Filed 2026-11-06

Hilton Head Capital Partners, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$765 (-$93)

Filed 2026-10-23

Concord Wealth Partners

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$510 (-$62)

Filed 2026-11-02

CoreCap Advisors, LLC

DECREASED

Shares17 from 36

Change-19 (-53%)

Value$482 (-$662)

Filed 2026-10-08

Ascentis Wealth Management, LLC

NEW

Shares16

Change+16

Value$453

Filed 2026-11-03

High Note Wealth, LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$453 (-$55)

Filed 2026-10-27

Capital Investment Advisory Services, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$435 (-$43)

Filed 2026-10-30

Barrett & Company, Inc.

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$312 (-$37)

Filed 2026-10-22

Duncker Streett & Co Inc

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$170 (-$21)

Filed 2026-10-27

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$170 (-$21)

Filed 2026-10-27

Mechanics Financial Corp

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$85 (-$10)

Filed 2026-11-05

CLG LLC

CLOSED

Shares0 from 70,523

Change-70,523 (-100%)

Value$0 (-$2.2M)

Filed 2026-10-13

Invenio Wealth Partners LLC

CLOSED

Shares0 from 43,928

Change-43,928 (-100%)

Value$0 (-$1.4M)

Filed 2026-10-20

Bryn Mawr Trust Advisors, LLC

CLOSED

Shares0 from 8,610

Change-8,610 (-100%)

Value$0 (-$273.5K)

Filed 2026-11-04

Lunt Capital Management, Inc.

CLOSED

Shares0 from 6,935

Change-6,935 (-100%)

Value$0 (-$220.3K)

Filed 2026-10-30

Hartford Financial Management Inc.

CLOSED

Shares0 from 952

Change-952 (-100%)

Value$0 (-$30.2K)

Filed 2026-10-21

International Assets Investment Management, LLC

CLOSED

Shares0 from 722

Change-722 (-100%)

Value$0 (-$22.8K)

Filed 2026-11-02

Adirondack Trust Co

CLOSED

Shares0 from 130

Change-130 (-100%)

Value$0 (-$4.1K)

Filed 2026-10-14

Asset Dedication, LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$1.9K)

Filed 2026-11-03

Bank of America Corp

N/A

Shares— from 2,325,174

Change-2,325,174 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,207,933

Change-1,207,933 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 832,911

Change-832,911 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 533,937

Change-533,937 (-100%)

Value—

UBS Group AG

N/A

Shares— from 490,983

Change-490,983 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 395,271

Change-395,271 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 190,107

Change-190,107 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 149,033

Change-149,033 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 94,561

Change-94,561 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 92,750

Change-92,750 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 84,553

Change-84,553 (-100%)

Value—

Private Wealth Advisors, LLC

N/A

Shares— from 81,658

Change-81,658 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 71,954

Change-71,954 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 61,669

Change-61,669 (-100%)

Value—

One Wealth Map LLC

N/A

Shares— from 42,393

Change-42,393 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 40,403

Change-40,403 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 40,218

Change-40,218 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 38,273

Change-38,273 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 30,481

Change-30,481 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 24,943

Change-24,943 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 24,923

Change-24,923 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 22,953

Change-22,953 (-100%)

Value—

Wealth High Governance Asset Management Ltda.

N/A

Shares— from 21,500

Change-21,500 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 21,264

Change-21,264 (-100%)

Value—

Stelac Advisory Services LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 15,191

Change-15,191 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 14,846

Change-14,846 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 14,482

Change-14,482 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,078

Change-14,078 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 13,512

Change-13,512 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 13,370

Change-13,370 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 13,282

Change-13,282 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 12,463

Change-12,463 (-100%)

Value—

Patron Partners, LLC

N/A

Shares— from 11,038

Change-11,038 (-100%)

Value—

Partners Capital Investment Group, LLP

N/A

Shares— from 8,667

Change-8,667 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 8,136

Change-8,136 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 7,895

Change-7,895 (-100%)

Value—

Second Half Financial Partners, LLC

N/A

Shares— from 6,510

Change-6,510 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,694

Change-4,694 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,183

Change-4,183 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,722

Change-3,722 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,718

Change-2,718 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 2,199

Change-2,199 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,637

Change-1,637 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,518

Change-1,518 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,444

Change-1,444 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Blair William & Co

N/A

Shares— from 856

Change-856 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 694

Change-694 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 669

Change-669 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 530

Change-530 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 410

Change-410 (-100%)

Value—

FMR LLC

N/A

Shares— from 368

Change-368 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Jackson, Grant Investment Advisers, Inc.

N/A

Shares— from 213

Change-213 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 155

Change-155 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 151

Change-151 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 44

Change-44 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	352,498	352,703	-205	0%	$11.2M	$10.0M	-$1.2M	2026-11-06
Altfest L J & Co Inc	NEW	172,054	—	+172,054	—	—	$4.9M	—	2026-10-27
Cambridge Investment Research Advisors, Inc.	INCREASED	123,609	85,081	+38,528	+45%	$2.7M	$3.5K	-$2.7M	2026-11-02
Cornerstone Management, Inc.	DECREASED	41,864	42,082	-218	-1%	$1.3M	$1.2M	-$150.9K	2026-10-16
Roan Capital Partners	INCREASED	35,028	27,916	+7,112	+25%	$886.9K	$992.3K	+$105.4K	2026-10-09
Commonwealth Equity Services, LLC	INCREASED	34,830	24,384	+10,446	+43%	$774.7K	$986.7K	+$212.0K	2026-11-02
Acorn Financial Advisory Services Inc	DECREASED	31,345	31,885	-540	-2%	$1.0M	$888.0K	-$125.0K	2026-11-02
AWM Capital, LLC	UNCHANGED	30,000	30,000	0	0%	$953.1K	$849.9K	-$103.2K	2026-10-16
Baron Financial Group, LLC	INCREASED	29,298	26,713	+2,585	+10%	$848.7K	$830.0K	-$18.7K	2026-10-09
Citigroup Inc	INCREASED	17,699	13,718	+3,981	+29%	$435.8K	$501.4K	+$65.6K	2026-11-04
Globalt Investments LLC / GA	DECREASED	13,857	14,192	-335	-2%	$450.9K	$392.6K	-$58.3K	2026-10-27
Endowment Wealth Management, Inc.	INCREASED	9,864	7,664	+2,200	+29%	$243.5K	$279.5K	+$36.0K	2026-11-03
Independent Financial Group, LLC	INCREASED	9,831	9,462	+369	+4%	$300.6K	$278.5K	-$22.1K	2026-10-13
J.W. Cole Advisors, Inc.	NEW	9,146	—	+9,146	—	—	$259.1K	—	2026-11-05
Trust Co of Vermont	NEW	2,745	—	+2,745	—	—	$77.8K	—	2026-10-21
Tompkins Financial Corp	NEW	1,798	—	+1,798	—	—	$50.9K	—	2026-10-05
CX Institutional	NEW	1,679	—	+1,679	—	—	$48	—	2026-10-02
AlphaCore Capital LLC	UNCHANGED	950	950	0	0%	$30.2K	$26.9K	-$3.3K	2026-11-04
Key Capital Management, Inc	INCREASED	614	601	+13	+2%	$19.1K	$17.4K	-$1.7K	2026-11-03
Murphy & Mullick Capital Management Corp	NEW	500	—	+500	—	—	$14.2K	—	2026-11-02
Lanark Financial, Inc.	INCREASED	465	215	+250	+116%	$6.8K	$13.2K	+$6.3K	2026-10-26
Y.D. More Investments Ltd	NEW	340	—	+340	—	—	$9.6K	—	2026-11-02
Farther Finance Advisors, LLC	DECREASED	310	318	-8	-3%	$10.1K	$8.8K	-$1.3K	2026-10-08
Archer Investment Corp	INCREASED	302	296	+6	+2%	$9.4K	$8.6K	-$853	2026-11-05
Marshall & Sterling Wealth Advisors Inc.	INCREASED	295	294	+1	+0%	$9.3K	$8.4K	-$965	2026-10-28
Rossby Financial, LCC	NEW	250	—	+250	—	—	$7.1K	—	2026-11-05
Blue Trust, Inc.	UNCHANGED	245	245	0	0%	$7.8K	$6.9K	-$843	2026-10-15
Catherine Avery Investment Management LLC	UNCHANGED	221	221	0	0%	$7.0K	$6.3K	-$760	2026-10-14
Planning Strategies Inc.	DECREASED	200	294	-94	-32%	$9.3K	$5.7K	-$3.7K	2026-10-02
Investors Research Corp	UNCHANGED	150	150	0	0%	$4.8K	$4.3K	-$516	2026-10-07
PNC Financial Services Group, Inc.	INCREASED	141	129	+12	+9%	$4.1K	$4.0K	-$103	2026-11-06
Hazlett, Burt & Watson, Inc.	INCREASED	103	101	+2	+2%	$3	$3	$0	2026-11-04
Fifth Third Bancorp	UNCHANGED	67	67	0	0%	$2.1K	$1.9K	-$230	2026-11-05
Byrne Asset Management LLC	UNCHANGED	65	65	0	0%	$2.1K	$1.8K	-$234	2026-10-06
Lodestone Wealth Management LLC	DECREASED	57	133	-76	-57%	$4.2K	$1.6K	-$2.6K	2026-10-14
Larson Financial Group LLC	UNCHANGED	56	56	0	0%	$1.8K	$1.6K	-$193	2026-11-05
Russell Investments Group, Ltd.	UNCHANGED	33	33	0	0%	$1.0K	$935	-$113	2026-11-06
Hilton Head Capital Partners, LLC	UNCHANGED	27	27	0	0%	$858	$765	-$93	2026-10-23
Concord Wealth Partners	UNCHANGED	18	18	0	0%	$572	$510	-$62	2026-11-02
CoreCap Advisors, LLC	DECREASED	17	36	-19	-53%	$1.1K	$482	-$662	2026-10-08
Ascentis Wealth Management, LLC	NEW	16	—	+16	—	—	$453	—	2026-11-03
High Note Wealth, LLC	UNCHANGED	16	16	0	0%	$508	$453	-$55	2026-10-27
Capital Investment Advisory Services, LLC	UNCHANGED	15	15	0	0%	$478	$435	-$43	2026-10-30
Barrett & Company, Inc.	UNCHANGED	11	11	0	0%	$349	$312	-$37	2026-10-22
Duncker Streett & Co Inc	UNCHANGED	6	6	0	0%	$191	$170	-$21	2026-10-27
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	6	6	0	0%	$191	$170	-$21	2026-10-27
Mechanics Financial Corp	UNCHANGED	3	3	0	0%	$95	$85	-$10	2026-11-05
CLG LLC	CLOSED	0	70,523	-70,523	-100%	$2.2M	$0	-$2.2M	2026-10-13
Invenio Wealth Partners LLC	CLOSED	0	43,928	-43,928	-100%	$1.4M	$0	-$1.4M	2026-10-20
Bryn Mawr Trust Advisors, LLC	CLOSED	0	8,610	-8,610	-100%	$273.5K	$0	-$273.5K	2026-11-04
Lunt Capital Management, Inc.	CLOSED	0	6,935	-6,935	-100%	$220.3K	$0	-$220.3K	2026-10-30
Hartford Financial Management Inc.	CLOSED	0	952	-952	-100%	$30.2K	$0	-$30.2K	2026-10-21
International Assets Investment Management, LLC	CLOSED	0	722	-722	-100%	$22.8K	$0	-$22.8K	2026-11-02
Adirondack Trust Co	CLOSED	0	130	-130	-100%	$4.1K	$0	-$4.1K	2026-10-14
Asset Dedication, LLC	CLOSED	0	60	-60	-100%	$1.9K	$0	-$1.9K	2026-11-03
Bank of America Corp	N/A	—	2,325,174	-2,325,174	-100%	$73.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,207,933	-1,207,933	-100%	$38.4M	—	—	—
Ameriprise Financial Inc	N/A	—	832,911	-832,911	-100%	$26.5M	—	—	—
Morgan Stanley	N/A	—	533,937	-533,937	-100%	$17.0M	—	—	—
UBS Group AG	N/A	—	490,983	-490,983	-100%	$15.6M	—	—	—
Foster & Motley Inc	N/A	—	395,271	-395,271	-100%	$12.6M	—	—	—
Wells Fargo & Company	N/A	—	190,107	-190,107	-100%	$6.0M	—	—	—
Royal Bank of Canada	N/A	—	149,033	-149,033	-100%	$4.7M	—	—	—
Cetera Investment Advisers	N/A	—	94,561	-94,561	-100%	$3.0M	—	—	—
Raymond James Financial Inc	N/A	—	92,750	-92,750	-100%	$2.9M	—	—	—
Franklin Resources Inc	N/A	—	84,553	-84,553	-100%	$2.7M	—	—	—
Private Wealth Advisors, LLC	N/A	—	81,658	-81,658	-100%	$2.6M	—	—	—
HRT Financial LP	N/A	—	71,954	-71,954	-100%	$2.3M	—	—	—
Savvy Advisors, Inc.	N/A	—	61,669	-61,669	-100%	$2.0M	—	—	—
One Wealth Map LLC	N/A	—	42,393	-42,393	-100%	$1.3M	—	—	—
Scotia Capital Inc.	N/A	—	40,403	-40,403	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	40,218	-40,218	-100%	$1.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	38,273	-38,273	-100%	$1.2M	—	—	—
AE Wealth Management LLC	N/A	—	30,481	-30,481	-100%	$968.4K	—	—	—
Private Advisor Group, LLC	N/A	—	24,943	-24,943	-100%	$792.4K	—	—	—
Proactive Wealth Strategies LLC	N/A	—	24,923	-24,923	-100%	$791.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	22,953	-22,953	-100%	$729.4K	—	—	—
Wealth High Governance Asset Management Ltda.	N/A	—	21,500	-21,500	-100%	$683.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	21,264	-21,264	-100%	$675.5K	—	—	—
Stelac Advisory Services LLC	N/A	—	17,000	-17,000	-100%	$540.1K	—	—	—
HighTower Advisors, LLC	N/A	—	15,191	-15,191	-100%	$482.6K	—	—	—
Advyzon Investment Management, LLC	N/A	—	14,846	-14,846	-100%	$471.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	14,482	-14,482	-100%	$460.1K	—	—	—
Citadel Advisors LLC	N/A	—	14,078	-14,078	-100%	$447.3K	—	—	—
Summit Financial, LLC	N/A	—	13,512	-13,512	-100%	$429.3K	—	—	—
Stifel Financial Corp	N/A	—	13,370	-13,370	-100%	$424.7K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	13,282	-13,282	-100%	$422.0K	—	—	—
OneAscent Financial Services LLC	N/A	—	12,463	-12,463	-100%	$396.0K	—	—	—
Patron Partners, LLC	N/A	—	11,038	-11,038	-100%	$350.7K	—	—	—
Partners Capital Investment Group, LLP	N/A	—	8,667	-8,667	-100%	$275.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	8,136	-8,136	-100%	$258.5K	—	—	—
MML Investors Services, LLC	N/A	—	7,895	-7,895	-100%	$250.8K	—	—	—
Second Half Financial Partners, LLC	N/A	—	6,510	-6,510	-100%	$206.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,694	-4,694	-100%	$149.1K	—	—	—
Harbour Investments, Inc.	N/A	—	4,183	-4,183	-100%	$132.9K	—	—	—
BFC Planning, Inc.	N/A	—	3,722	-3,722	-100%	$118.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,718	-2,718	-100%	$86.3K	—	—	—
Copia Wealth Management	N/A	—	2,199	-2,199	-100%	$69.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,637	-1,637	-100%	$52.0K	—	—	—
IFG Advisory, LLC	N/A	—	1,518	-1,518	-100%	$48.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,444	-1,444	-100%	$45.9K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	1,200	-1,200	-100%	$38.1K	—	—	—
Blair William & Co	N/A	—	856	-856	-100%	$27.2K	—	—	—
Capital Analysts, LLC	N/A	—	694	-694	-100%	$22.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	669	-669	-100%	$21.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	530	-530	-100%	$16.8K	—	—	—
SouthState Bank Corp	N/A	—	410	-410	-100%	$13.0K	—	—	—
FMR LLC	N/A	—	368	-368	-100%	$11.7K	—	—	—
Investors Portfolio Services LLC	N/A	—	300	-300	-100%	$9.5K	—	—	—
Jackson, Grant Investment Advisers, Inc.	N/A	—	213	-213	-100%	$6.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	155	-155	-100%	$4.9K	—	—	—
Benson Wealth Management Inc	N/A	—	151	-151	-100%	$4.8K	—	—	—
Ankerstar Wealth, LLC	N/A	—	75	-75	-100%	$2.4K	—	—	—
Caitlin John, LLC	N/A	—	75	-75	-100%	$2.4K	—	—	—
BlackRock, Inc.	N/A	—	70	-70	-100%	$2.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	70	-70	-100%	$2.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	60	-60	-100%	$1.9K	—	—	—
Glassman Wealth Services	N/A	—	44	-44	-100%	$1.4K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	39	-39	-100%	$1.2K	—	—	—
WealthCollab, LLC	N/A	—	21	-21	-100%	$668	—	—	—
Founders Financial Alliance, LLC	N/A	—	12	-12	-100%	$381	—	—	—
JPMorgan Chase & Co	N/A	—	2	-2	-100%	$65	—	—	—

Showing 122 of 122 institutions