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Pimco Shrt TRM Muni BND ETF (SMMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stonebridge Financial Group, LLC
DECREASED
Shares1,022,741 from 1,050,787
Change-28,046 (-3%)
Value$50.5M (-$2.5M)
Filed 2026-10-01
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares459,845 from 495,505
Change-35,660 (-7%)
Value$22.7M (-$2.2M)
Filed 2026-10-13
Biltmore Wealth Management, LLC
DECREASED
Shares424,382 from 424,580
Change-198 (0%)
Value$21.0M (-$472.6K)
Filed 2026-10-09
Capital Asset Advisory Services LLC
INCREASED
Shares167,264 from 157,016
Change+10,248 (+7%)
Value$8.4M (+$442.3K)
Filed 2026-10-30
Websterrogers Financial Advisors, LLC
INCREASED
Shares165,397 from 161,569
Change+3,828 (+2%)
Value$8.2M (+$13.0K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
DECREASED
Shares154,424 from 207,752
Change-53,328 (-26%)
Value$7.6M (-$2.9M)
Filed 2026-10-22
Crumly & Associates Inc.
INCREASED
Shares131,629 from 124,280
Change+7,349 (+6%)
Value$6.5M (+$227.6K)
Filed 2026-10-07
MBM Wealth Consultants, LLC
INCREASED
Shares100,189 from 92,079
Change+8,110 (+9%)
Value$5.0M (+$300.3K)
Filed 2026-10-20
Able Financial Group, LLC
INCREASED
Shares94,835 from 77,211
Change+17,624 (+23%)
Value$4.7M (+$786.6K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares83,586 from 73,062
Change+10,524 (+14%)
Value$4.1M (+$440.4K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares82,407 from 157,391
Change-74,984 (-48%)
Value$4.1M (-$3.9M)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED
Shares75,646 from 52,465
Change+23,181 (+44%)
Value$3.7M (+$1.1M)
Filed 2026-10-20
Certified Advisory Corp
INCREASED
Shares68,386 from 65,011
Change+3,375 (+5%)
Value$3.4M (+$95.9K)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares62,796 from 56,425
Change+6,371 (+11%)
Value$3.1M (+$253.3K)
Filed 2026-10-14
Peoples Bank
INCREASED
Shares61,034 from 6,666
Change+54,368 (+816%)
Value$3.0M (+$2.7M)
Filed 2026-10-26
YHB Investment Advisors, Inc.
DECREASED
Shares59,348 from 67,612
Change-8,264 (-12%)
Value$2.9M (-$482.0K)
Filed 2026-10-08
Smith Partners Wealth Management, LLC
INCREASED
Shares59,214 from 32,712
Change+26,502 (+81%)
Value$2.9M (+$1.3M)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
INCREASED
Shares58,400 from 56,772
Change+1,628 (+3%)
Value$2.9M (+$27.2K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares56,307 from 57,439
Change-1,132 (-2%)
Value$2.8M (-$118.6K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
INCREASED
Shares53,789 from 25,705
Change+28,084 (+109%)
Value$2.7M (+$1.4M)
Filed 2026-10-16
Perigon Wealth Management, LLC
NEW
Shares48,280
Change+48,280
Value$2.4M
Filed 2026-10-22
Westside Investment Management, Inc.
DECREASED
Shares46,000 from 48,740
Change-2,740 (-6%)
Value$2.3M (-$188.3K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares45,954 from 11,333
Change+34,621 (+305%)
Value$2.3M (+$1.7M)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares45,463 from 42,031
Change+3,432 (+8%)
Value$2.2M (+$123.7K)
Filed 2026-10-08
Stage Harbor Financial, LLC
INCREASED
Shares44,833 from 15,850
Change+28,983 (+183%)
Value$2.2M (+$1.4M)
Filed 2026-11-03
Inspirion Wealth Advisors, LLC
INCREASED
Shares44,108 from 42,108
Change+2,000 (+5%)
Value$2.2M (+$58.4K)
Filed 2026-10-09
Rockport Wealth LLC
INCREASED
Shares39,716 from 34,470
Change+5,246 (+15%)
Value$2.0M (+$221.6K)
Filed 2026-11-03
Stokes Capital Advisors, LLC
DECREASED
Shares37,800 from 50,000
Change-12,200 (-24%)
Value$1.9M (-$657.3K)
Filed 2026-10-09
Summit Financial Strategies, Inc.
INCREASED
Shares37,734 from 35,514
Change+2,220 (+6%)
Value$1.9M (+$71.0K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares36,580 from 172,039
Change-135,459 (-79%)
Value$1.8M (-$6.9M)
Filed 2026-10-21
LifeWealth Investments, LLC
UNCHANGED
Shares35,056 from 35,056
Change0 (0%)
Value$1.7M (-$38.2K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares34,294 from 34,165
Change+129 (+0%)
Value$1.7M (-$30.9K)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares33,483 from 36,522
Change-3,039 (-8%)
Value$1.7M (-$189.9K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares30,452 from 27,238
Change+3,214 (+12%)
Value$1.5M (+$129.1K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares30,265 from 26,671
Change+3,594 (+13%)
Value$1.5M (+$148.5K)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares29,917 from 30,217
Change-300 (-1%)
Value$1.5M (-$47.8K)
Filed 2026-10-23
Milestone Investment Advisors LLC
DECREASED
Shares29,761 from 66,000
Change-36,239 (-55%)
Value$1.5M (-$1.9M)
Filed 2026-11-05
Founders Grove Wealth Partners, LLC
DECREASED
Shares29,524 from 40,993
Change-11,469 (-28%)
Value$1.5M (-$611.4K)
Filed 2026-10-16
Ehrlich Financial Group
INCREASED
Shares26,940 from 26,920
Change+20 (+0%)
Value$1.3M (-$28.4K)
Filed 2026-10-20
StoneCrest Wealth Management, Inc.
UNCHANGED
Shares26,707 from 26,707
Change0 (0%)
Value$1.3M (-$29.1K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares24,812 from 20,898
Change+3,914 (+19%)
Value$1.2K (-$1.1M)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
DECREASED
Shares24,348 from 27,547
Change-3,199 (-12%)
Value$1.2M (-$188.1K)
Filed 2026-10-13
Main Line Retirement Advisors, LLC
DECREASED
Shares23,562 from 23,650
Change-88 (0%)
Value$1.2M (-$30.1K)
Filed 2026-10-14
Titleist Asset Management, LLC
INCREASED
Shares23,419 from 19,070
Change+4,349 (+23%)
Value$1.2M (+$194.1K)
Filed 2026-10-08
MBL Wealth, LLC
UNCHANGED
Shares21,662 from 21,662
Change0 (0%)
Value$1.1M (-$23.6K)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares20,925 from 11,669
Change+9,256 (+79%)
Value$1.0M (+$445.1K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares20,449
Change+20,449
Value$1.0M
Filed 2026-11-04
Sierra Ocean, LLC
INCREASED
Shares19,531 from 13,984
Change+5,547 (+40%)
Value$965.0K (+$258.8K)
Filed 2026-11-03
Skyline Advisors, Inc.
INCREASED
Shares18,102 from 18,030
Change+72 (+0%)
Value$894.4K (-$16.1K)
Filed 2026-11-03
Kuhn & Co Investment Counsel
INCREASED
Shares18,097 from 17,574
Change+523 (+3%)
Value$894.2K (+$6.7K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,572 from 17,726
Change-154 (-1%)
Value$868 (-$894.1K)
Filed 2026-11-02
Golden State Wealth Management, LLC
INCREASED
Shares17,075 from 16,001
Change+1,074 (+7%)
Value$843.7K (+$35.6K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares16,983 from 16,944
Change+39 (+0%)
Value$839.1K (-$16.6K)
Filed 2026-10-29
Triad Wealth Partners, LLC
DECREASED
Shares16,872 from 20,912
Change-4,040 (-19%)
Value$833.6K (-$215.5K)
Filed 2026-10-26
Summit Financial Consulting LLC
INCREASED
Shares16,488 from 15,808
Change+680 (+4%)
Value$814.7K (+$16.4K)
Filed 2026-10-15
Avestar Capital, LLC
INCREASED
Shares15,389 from 9,123
Change+6,266 (+69%)
Value$760.4K (+$299.7K)
Filed 2026-10-28
L.K. Benson & Company, P.C.
INCREASED
Shares14,229 from 14,188
Change+41 (+0%)
Value$703.0K (-$13.5K)
Filed 2026-10-23
Kooman & Associates
DECREASED
Shares13,602 from 14,936
Change-1,334 (-9%)
Value$672.1K (-$82.2K)
Filed 2026-10-21
Canvas Wealth Advisors, LLC
NEW
Shares12,875
Change+12,875
Value$647.2K
Filed 2026-11-02
Creative Planning
DECREASED
Shares12,324 from 12,464
Change-140 (-1%)
Value$608.9K (-$20.5K)
Filed 2026-11-02
Jeter Robert S II
INCREASED
Shares12,260 from 9,293
Change+2,967 (+32%)
Value$608.8K (+$140.7K)
Filed 2026-10-16
Wiser Wealth Management, Inc
NEW
Shares12,013
Change+12,013
Value$593.6K
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares11,563 from 11,347
Change+216 (+2%)
Value$571.3K (-$1.7K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED
Shares11,040 from 10,962
Change+78 (+1%)
Value$545.5K (-$8.1K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares10,689 from 13,249
Change-2,560 (-19%)
Value$528.1K (-$140.9K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares10,455 from 8,926
Change+1,529 (+17%)
Value$516.6K (+$65.8K)
Filed 2026-11-05
Cambridge Capital Management, LLC
UNCHANGED
Shares9,610 from 9,610
Change0 (0%)
Value$474.8K (-$10.5K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares9,495 from 9,495
Change0 (0%)
Value$469.1K (-$10.4K)
Filed 2026-11-03
Mills Wealth Advisors LLC
INCREASED
Shares9,335 from 7,732
Change+1,603 (+21%)
Value$461.2K (+$70.8K)
Filed 2026-10-22
Equitable Trust Co
UNCHANGED
Shares9,291 from 9,291
Change0 (0%)
Value$459.1K (-$10.1K)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
NEW
Shares8,967
Change+8,967
Value$443.1K
Filed 2026-11-03
Swmg, LLC
DECREASED
Shares8,826 from 9,364
Change-538 (-6%)
Value$441.8K (-$29.7K)
Filed 2026-10-23
WBH Advisory Inc
INCREASED
Shares8,672 from 8,552
Change+120 (+1%)
Value$428.5K (-$3.4K)
Filed 2026-11-05
Essex Bank
UNCHANGED
Shares7,928 from 7,928
Change0 (0%)
Value$391.6K (-$8.7K)
Filed 2026-10-16
Evolution Wealth Management Inc.
NEW
Shares7,865
Change+7,865
Value$388.6K
Filed 2026-10-28
Daymark Wealth Partners, LLC
NEW
Shares7,045
Change+7,045
Value$348.1K
Filed 2026-11-04
Clear Point Advisors Inc.
DECREASED
Shares6,865 from 6,908
Change-43 (-1%)
Value$339.2K (-$9.6K)
Filed 2026-10-30
Private Wealth Group, LLC
INCREASED
Shares6,716 from 6,033
Change+683 (+11%)
Value$331.8K (+$27.2K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$326 (-$7)
Filed 2026-10-27
Rodgers & Associates, LTD
DECREASED
Shares6,459 from 10,434
Change-3,975 (-38%)
Value$319.1K (-$207.8K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares6,252 from 4,779
Change+1,473 (+31%)
Value$308.9K (+$67.6K)
Filed 2026-10-30
Novem Group
INCREASED
Shares6,053 from 6,024
Change+29 (+0%)
Value$299.1K (-$5.1K)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
DECREASED
Shares6,051 from 6,399
Change-348 (-5%)
Value$299.0K (-$24.2K)
Filed 2026-10-29
ACT Advisors, Llc.
NEW
Shares5,978
Change+5,978
Value$295.4K
Filed 2026-10-15
Whipplewood Advisors, LLC
DECREASED
Shares5,869 from 7,627
Change-1,758 (-23%)
Value$290.0K (-$95.2K)
Filed 2026-10-20
American Institute for Advanced Investment Management, LLP
INCREASED
Shares5,700 from 4,200
Change+1,500 (+36%)
Value$281.6K (+$69.5K)
Filed 2026-11-03
Cedar Point Capital Partners, LLC
INCREASED
Shares5,645 from 5,600
Change+45 (+1%)
Value$278.9K (-$3.9K)
Filed 2026-10-29
Elyxium Wealth, LLC
NEW
Shares5,301
Change+5,301
Value$261.9K
Filed 2026-10-27
Objective Capital Management, LLC
UNCHANGED
Shares5,246 from 5,246
Change0 (0%)
Value$259.2K (-$5.7K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares5,155 from 12,356
Change-7,201 (-58%)
Value$255.9K (-$368.1K)
Filed 2026-10-15
Members Wealth LLC
NEW
Shares4,675
Change+4,675
Value$230.8K
Filed 2026-10-20
William Mack & Associates, Inc.
DECREASED
Shares4,615 from 10,447
Change-5,832 (-56%)
Value$228.0K (-$299.5K)
Filed 2026-10-27
Archford Capital Strategies, LLC
UNCHANGED
Shares4,604 from 4,604
Change0 (0%)
Value$227.5K (-$5.0K)
Filed 2026-10-19
Worth Asset Management, LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$227.3K (-$5.0K)
Filed 2026-10-07
Carolina Wealth Management Inc
UNCHANGED
Shares4,506 from 4,506
Change0 (0%)
Value$222.6K (-$4.9K)
Filed 2026-10-29
Rossby Financial, LCC
UNCHANGED
Shares4,440 from 4,440
Change0 (0%)
Value$219.4K (-$4.8K)
Filed 2026-11-05
Gradient Investments LLC
DECREASED
Shares4,290 from 6,029
Change-1,739 (-29%)
Value$211.9K (-$92.5K)
Filed 2026-10-08
StoneX Group Inc.
NEW
Shares4,121
Change+4,121
Value$205.8K
Filed 2026-11-03
Blue Trust, Inc.
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$124.1K (-$2.7K)
Filed 2026-10-15
IFP Advisors, Inc
UNCHANGED
Shares2,368 from 2,368
Change0 (0%)
Value$117.0K (-$2.6K)
Filed 2026-10-16
Signature Equity Partners, LLC
NEW
Shares2,098
Change+2,098
Value$103.7K
Filed 2026-10-29
Assetmark, Inc
DECREASED
Shares1,057 from 2,362
Change-1,305 (-55%)
Value$52.2K (-$67.1K)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$48.9K (-$1.1K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares777 from 701
Change+76 (+11%)
Value$38.4K (+$3.0K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares715 from 710
Change+5 (+1%)
Value$35.3K (-$522)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$35.0K (-$772)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
NEW
Shares585
Change+585
Value$28.9K
Filed 2026-10-23
Holos Integrated Wealth LLC
NEW
Shares585
Change+585
Value$29.1K
Filed 2026-10-23
Valley Wealth Managers, Inc.
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$11.7K (-$259)
Filed 2026-10-09
Gamma Investing LLC
INCREASED
Shares124 from 115
Change+9 (+8%)
Value$6.1K (+$319)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.9K (-$109)
Filed 2026-10-30
SFG Wealth Management, Llc.
CLOSED
Shares0 from 18,397
Change-18,397 (-100%)
Value$0 (-$929.1K)
Filed 2026-10-23
PFG Advisors
CLOSED
Shares0 from 4,077
Change-4,077 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-16
Morgan Stanley
N/A
Shares— from 3,573,247
Change-3,573,247 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,370,095
Change-1,370,095 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,282,365
Change-1,282,365 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 612,120
Change-612,120 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 606,473
Change-606,473 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 599,248
Change-599,248 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 427,458
Change-427,458 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 403,445
Change-403,445 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 402,335
Change-402,335 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 401,878
Change-401,878 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 380,329
Change-380,329 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 268,866
Change-268,866 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 233,000
Change-233,000 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 172,326
Change-172,326 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 149,344
Change-149,344 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 142,007
Change-142,007 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 139,502
Change-139,502 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 132,622
Change-132,622 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 127,653
Change-127,653 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 109,261
Change-109,261 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 104,708
Change-104,708 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 102,358
Change-102,358 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 97,181
Change-97,181 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 80,456
Change-80,456 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 75,833
Change-75,833 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 75,773
Change-75,773 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 66,901
Change-66,901 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 66,002
Change-66,002 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 61,587
Change-61,587 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 60,118
Change-60,118 (-100%)
Value—
UBS Group AG
N/A
Shares— from 49,178
Change-49,178 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 48,442
Change-48,442 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 48,266
Change-48,266 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 44,481
Change-44,481 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 43,341
Change-43,341 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 42,892
Change-42,892 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 42,801
Change-42,801 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 41,856
Change-41,856 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 40,249
Change-40,249 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 34,770
Change-34,770 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 33,956
Change-33,956 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 33,895
Change-33,895 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 31,610
Change-31,610 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 29,336
Change-29,336 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 29,333
Change-29,333 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 27,740
Change-27,740 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 27,238
Change-27,238 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 25,786
Change-25,786 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,767
Change-24,767 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 23,589
Change-23,589 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 20,231
Change-20,231 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,028
Change-20,028 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,366
Change-19,366 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 18,644
Change-18,644 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 18,477
Change-18,477 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 17,811
Change-17,811 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 17,271
Change-17,271 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,146
Change-17,146 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 14,853
Change-14,853 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 13,918
Change-13,918 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,861
Change-13,861 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 13,184
Change-13,184 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,725
Change-12,725 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 12,324
Change-12,324 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 11,977
Change-11,977 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 11,818
Change-11,818 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,116
Change-10,116 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,031
Change-10,031 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,994
Change-9,994 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,868
Change-9,868 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,107
Change-9,107 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 7,508
Change-7,508 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 6,976
Change-6,976 (-100%)
Value—
&partners
N/A
Shares— from 6,879
Change-6,879 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,677
Change-5,677 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 268
Change-268 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Stonebridge Financial Group, LLC
DECREASED1,022,7411,050,787-28,046-3%$53.1M$50.5M-$2.5M2026-10-01
Wealth Enhancement Advisory Services, LLC
DECREASED459,845495,505-35,660-7%$25.0M$22.7M-$2.2M2026-10-13
Biltmore Wealth Management, LLC
DECREASED424,382424,580-1980%$21.4M$21.0M-$472.6K2026-10-09
Capital Asset Advisory Services LLC
INCREASED167,264157,016+10,248+7%$7.9M$8.4M+$442.3K2026-10-30
Websterrogers Financial Advisors, LLC
INCREASED165,397161,569+3,828+2%$8.2M$8.2M+$13.0K2026-11-02
Sagespring Wealth Partners, LLC
DECREASED154,424207,752-53,328-26%$10.5M$7.6M-$2.9M2026-10-22
Crumly & Associates Inc.
INCREASED131,629124,280+7,349+6%$6.3M$6.5M+$227.6K2026-10-07
MBM Wealth Consultants, LLC
INCREASED100,18992,079+8,110+9%$4.6M$5.0M+$300.3K2026-10-20
Able Financial Group, LLC
INCREASED94,83577,211+17,624+23%$3.9M$4.7M+$786.6K2026-10-14
Commonwealth Equity Services, LLC
INCREASED83,58673,062+10,524+14%$3.7M$4.1M+$440.4K2026-11-02
Vise Technologies, Inc.
DECREASED82,407157,391-74,984-48%$7.9M$4.1M-$3.9M2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED75,64652,465+23,181+44%$2.6M$3.7M+$1.1M2026-10-20
Certified Advisory Corp
INCREASED68,38665,011+3,375+5%$3.3M$3.4M+$95.9K2026-10-29
Davenport & Co LLC
INCREASED62,79656,425+6,371+11%$2.8M$3.1M+$253.3K2026-10-14
Peoples Bank
INCREASED61,0346,666+54,368+816%$336.6K$3.0M+$2.7M2026-10-26
YHB Investment Advisors, Inc.
DECREASED59,34867,612-8,264-12%$3.4M$2.9M-$482.0K2026-10-08
Smith Partners Wealth Management, LLC
INCREASED59,21432,712+26,502+81%$1.7M$2.9M+$1.3M2026-11-05
CFS Investment Advisory Services, LLC
INCREASED58,40056,772+1,628+3%$2.9M$2.9M+$27.2K2026-10-19
Bank of New York Mellon Corp
DECREASED56,30757,439-1,132-2%$2.9M$2.8M-$118.6K2026-11-05
Premier Path Wealth Partners, LLC
INCREASED53,78925,705+28,084+109%$1.3M$2.7M+$1.4M2026-10-16
Perigon Wealth Management, LLC
NEW48,280—+48,280——$2.4M—2026-10-22
Westside Investment Management, Inc.
DECREASED46,00048,740-2,740-6%$2.5M$2.3M-$188.3K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED45,95411,333+34,621+305%$572.3K$2.3M+$1.7M2026-10-21
Farther Finance Advisors, LLC
INCREASED45,46342,031+3,432+8%$2.1M$2.2M+$123.7K2026-10-08
Stage Harbor Financial, LLC
INCREASED44,83315,850+28,983+183%$800.4K$2.2M+$1.4M2026-11-03
Inspirion Wealth Advisors, LLC
INCREASED44,10842,108+2,000+5%$2.1M$2.2M+$58.4K2026-10-09
Rockport Wealth LLC
INCREASED39,71634,470+5,246+15%$1.7M$2.0M+$221.6K2026-11-03
Stokes Capital Advisors, LLC
DECREASED37,80050,000-12,200-24%$2.5M$1.9M-$657.3K2026-10-09
Summit Financial Strategies, Inc.
INCREASED37,73435,514+2,220+6%$1.8M$1.9M+$71.0K2026-10-14
Axxcess Wealth Management, LLC
DECREASED36,580172,039-135,459-79%$8.7M$1.8M-$6.9M2026-10-21
LifeWealth Investments, LLC
UNCHANGED35,05635,05600%$1.8M$1.7M-$38.2K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED34,29434,165+129+0%$1.7M$1.7M-$30.9K2026-10-13
RFG Advisory, LLC
DECREASED33,48336,522-3,039-8%$1.8M$1.7M-$189.9K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED30,45227,238+3,214+12%$1.4M$1.5M+$129.1K2026-11-05
Kestra Advisory Services, LLC
INCREASED30,26526,671+3,594+13%$1.3M$1.5M+$148.5K2026-11-02
HB Wealth Management, LLC
DECREASED29,91730,217-300-1%$1.5M$1.5M-$47.8K2026-10-23
Milestone Investment Advisors LLC
DECREASED29,76166,000-36,239-55%$3.3M$1.5M-$1.9M2026-11-05
Founders Grove Wealth Partners, LLC
DECREASED29,52440,993-11,469-28%$2.1M$1.5M-$611.4K2026-10-16
Ehrlich Financial Group
INCREASED26,94026,920+20+0%$1.4M$1.3M-$28.4K2026-10-20
StoneCrest Wealth Management, Inc.
UNCHANGED26,70726,70700%$1.3M$1.3M-$29.1K2026-11-03
Thrivent Financial for Lutherans
INCREASED24,81220,898+3,914+19%$1.1M$1.2K-$1.1M2026-11-05
Syntegra Private Wealth Group, LLC
DECREASED24,34827,547-3,199-12%$1.4M$1.2M-$188.1K2026-10-13
Main Line Retirement Advisors, LLC
DECREASED23,56223,650-880%$1.2M$1.2M-$30.1K2026-10-14
Titleist Asset Management, LLC
INCREASED23,41919,070+4,349+23%$963.0K$1.2M+$194.1K2026-10-08
MBL Wealth, LLC
UNCHANGED21,66221,66200%$1.1M$1.1M-$23.6K2026-10-22
Apella Capital, LLC
INCREASED20,92511,669+9,256+79%$587.7K$1.0M+$445.1K2026-10-08
EverSource Wealth Advisors, LLC
NEW20,449—+20,449——$1.0M—2026-11-04
Sierra Ocean, LLC
INCREASED19,53113,984+5,547+40%$706.2K$965.0K+$258.8K2026-11-03
Skyline Advisors, Inc.
INCREASED18,10218,030+72+0%$910.5K$894.4K-$16.1K2026-11-03
Kuhn & Co Investment Counsel
INCREASED18,09717,574+523+3%$887.5K$894.2K+$6.7K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED17,57217,726-154-1%$895.0K$868-$894.1K2026-11-02
Golden State Wealth Management, LLC
INCREASED17,07516,001+1,074+7%$808.1K$843.7K+$35.6K2026-11-02
Integrity Alliance, Llc.
INCREASED16,98316,944+39+0%$855.7K$839.1K-$16.6K2026-10-29
Triad Wealth Partners, LLC
DECREASED16,87220,912-4,040-19%$1.0M$833.6K-$215.5K2026-10-26
Summit Financial Consulting LLC
INCREASED16,48815,808+680+4%$798.3K$814.7K+$16.4K2026-10-15
Avestar Capital, LLC
INCREASED15,3899,123+6,266+69%$460.7K$760.4K+$299.7K2026-10-28
L.K. Benson & Company, P.C.
INCREASED14,22914,188+41+0%$716.5K$703.0K-$13.5K2026-10-23
Kooman & Associates
DECREASED13,60214,936-1,334-9%$754.3K$672.1K-$82.2K2026-10-21
Canvas Wealth Advisors, LLC
NEW12,875—+12,875——$647.2K—2026-11-02
Creative Planning
DECREASED12,32412,464-140-1%$629.4K$608.9K-$20.5K2026-11-02
Jeter Robert S II
INCREASED12,2609,293+2,967+32%$468.2K$608.8K+$140.7K2026-10-16
Wiser Wealth Management, Inc
NEW12,013—+12,013——$593.6K—2026-10-14
Visionary Wealth Advisors
INCREASED11,56311,347+216+2%$573.0K$571.3K-$1.7K2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED11,04010,962+78+1%$553.6K$545.5K-$8.1K2026-10-16
Fifth Third Bancorp
DECREASED10,68913,249-2,560-19%$669.1K$528.1K-$140.9K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED10,4558,926+1,529+17%$450.8K$516.6K+$65.8K2026-11-05
Cambridge Capital Management, LLC
UNCHANGED9,6109,61000%$485.3K$474.8K-$10.5K2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED9,4959,49500%$479.5K$469.1K-$10.4K2026-11-03
Mills Wealth Advisors LLC
INCREASED9,3357,732+1,603+21%$390.5K$461.2K+$70.8K2026-10-22
Equitable Trust Co
UNCHANGED9,2919,29100%$469.2K$459.1K-$10.1K2026-10-13
Willis Johnson Wealth, Inc.
NEW8,967—+8,967——$443.1K—2026-11-03
Swmg, LLC
DECREASED8,8269,364-538-6%$471.5K$441.8K-$29.7K2026-10-23
WBH Advisory Inc
INCREASED8,6728,552+120+1%$431.9K$428.5K-$3.4K2026-11-05
Essex Bank
UNCHANGED7,9287,92800%$400.4K$391.6K-$8.7K2026-10-16
Evolution Wealth Management Inc.
NEW7,865—+7,865——$388.6K—2026-10-28
Daymark Wealth Partners, LLC
NEW7,045—+7,045——$348.1K—2026-11-04
Clear Point Advisors Inc.
DECREASED6,8656,908-43-1%$348.9K$339.2K-$9.6K2026-10-30
Private Wealth Group, LLC
INCREASED6,7166,033+683+11%$304.7K$331.8K+$27.2K2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED6,6006,60000%$333$326-$72026-10-27
Rodgers & Associates, LTD
DECREASED6,45910,434-3,975-38%$526.9K$319.1K-$207.8K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED6,2524,779+1,473+31%$241.3K$308.9K+$67.6K2026-10-30
Novem Group
INCREASED6,0536,024+29+0%$304.2K$299.1K-$5.1K2026-10-19
DecisionMap Wealth Management, LLC
DECREASED6,0516,399-348-5%$323.2K$299.0K-$24.2K2026-10-29
ACT Advisors, Llc.
NEW5,978—+5,978——$295.4K—2026-10-15
Whipplewood Advisors, LLC
DECREASED5,8697,627-1,758-23%$385.2K$290.0K-$95.2K2026-10-20
American Institute for Advanced Investment Management, LLP
INCREASED5,7004,200+1,500+36%$212.1K$281.6K+$69.5K2026-11-03
Cedar Point Capital Partners, LLC
INCREASED5,6455,600+45+1%$282.8K$278.9K-$3.9K2026-10-29
Elyxium Wealth, LLC
NEW5,301—+5,301——$261.9K—2026-10-27
Objective Capital Management, LLC
UNCHANGED5,2465,24600%$264.9K$259.2K-$5.7K2026-10-13
AdvisorNet Financial, Inc
DECREASED5,15512,356-7,201-58%$624.0K$255.9K-$368.1K2026-10-15
Members Wealth LLC
NEW4,675—+4,675——$230.8K—2026-10-20
William Mack & Associates, Inc.
DECREASED4,61510,447-5,832-56%$527.6K$228.0K-$299.5K2026-10-27
Archford Capital Strategies, LLC
UNCHANGED4,6044,60400%$232.5K$227.5K-$5.0K2026-10-19
Worth Asset Management, LLC
UNCHANGED4,6004,60000%$232.3K$227.3K-$5.0K2026-10-07
Carolina Wealth Management Inc
UNCHANGED4,5064,50600%$227.6K$222.6K-$4.9K2026-10-29
Rossby Financial, LCC
UNCHANGED4,4404,44000%$224.2K$219.4K-$4.8K2026-11-05
Gradient Investments LLC
DECREASED4,2906,029-1,739-29%$304.5K$211.9K-$92.5K2026-10-08
StoneX Group Inc.
NEW4,121—+4,121——$205.8K—2026-11-03
Blue Trust, Inc.
UNCHANGED2,5112,51100%$126.8K$124.1K-$2.7K2026-10-15
IFP Advisors, Inc
UNCHANGED2,3682,36800%$119.6K$117.0K-$2.6K2026-10-16
Signature Equity Partners, LLC
NEW2,098—+2,098——$103.7K—2026-10-29
Assetmark, Inc
DECREASED1,0572,362-1,305-55%$119.3K$52.2K-$67.1K2026-10-21
Key FInancial Inc
UNCHANGED98998900%$49.9K$48.9K-$1.1K2026-11-02
Creative Financial Designs Inc
INCREASED777701+76+11%$35.4K$38.4K+$3.0K2026-11-04
Harbor Asset Planning, Inc.
INCREASED715710+5+1%$35.9K$35.3K-$5222026-10-23
Private Trust Co NA
UNCHANGED70870800%$35.8K$35.0K-$7722026-10-20
Wilmington Savings Fund Society, FSB
NEW585—+585——$28.9K—2026-10-23
Holos Integrated Wealth LLC
NEW585—+585——$29.1K—2026-10-23
Valley Wealth Managers, Inc.
UNCHANGED23723700%$12.0K$11.7K-$2592026-10-09
Gamma Investing LLC
INCREASED124115+9+8%$5.8K$6.1K+$3192026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED10010000%$5.1K$4.9K-$1092026-10-30
SFG Wealth Management, Llc.
CLOSED018,397-18,397-100%$929.1K$0-$929.1K2026-10-23
PFG Advisors
CLOSED04,077-4,077-100%$205.9K$0-$205.9K2026-10-16
Morgan Stanley
N/A—3,573,247-3,573,247-100%$180.4M———
Captrust Financial Advisors
N/A—1,370,095-1,370,095-100%$69.2M———
Bank of America Corp
N/A—1,282,365-1,282,365-100%$64.8M———
Cetera Investment Advisers
N/A—612,120-612,120-100%$30.9M———
JPMorgan Chase & Co
N/A—606,473-606,473-100%$30.6M———
LPL Financial LLC
N/A—599,248-599,248-100%$30.3M———
Raymond James Financial Inc
N/A—427,458-427,458-100%$21.6M———
John A. Wolfe & Associates, Inc.
N/A—403,445-403,445-100%$20.4M———
Osaic Holdings, Inc.
N/A—402,335-402,335-100%$20.3M———
TD Capital Management LLC
N/A—401,878-401,878-100%$20.3M———
Wells Fargo & Company
N/A—380,329-380,329-100%$19.2M———
Condor Capital Management
N/A—268,866-268,866-100%$13.6M———
Stifel Financial Corp
N/A—233,000-233,000-100%$11.8M———
Kelman-Lazarov, Inc.
N/A—172,326-172,326-100%$8.7M———
Odyssey Group, LLC
N/A—149,344-149,344-100%$7.5M———
Integrated Wealth Concepts LLC
N/A—142,007-142,007-100%$7.2M———
Quotient Wealth Partners, LLC
N/A—139,502-139,502-100%$7.0M———
Allworth Financial LP
N/A—132,622-132,622-100%$6.7M———
Envestnet Asset Management Inc
N/A—127,653-127,653-100%$6.4M———
Optimus Capital Advisors, LLC
N/A—109,261-109,261-100%$5.5M———
MAI Capital Management
N/A—104,708-104,708-100%$5.3M———
NewEdge Advisors, LLC
N/A—102,358-102,358-100%$5.2M———
HighPoint Advisor Group LLC
N/A—97,181-97,181-100%$4.9M———
Gateway Wealth Partners, LLC
N/A—80,456-80,456-100%$4.1M———
Summit Financial, LLC
N/A—75,833-75,833-100%$3.8M———
CarsonAllaria Wealth Management, Ltd.
N/A—75,773-75,773-100%$3.8M———
Jones Financial Companies Lllp
N/A—66,901-66,901-100%$3.4M———
Private Advisor Group, LLC
N/A—66,002-66,002-100%$3.3M———
Waverly Advisors, LLC
N/A—61,587-61,587-100%$3.1M———
Sittner & Nelson, LLC
N/A—60,118-60,118-100%$3.0M———
UBS Group AG
N/A—49,178-49,178-100%$2.5M———
Cerity Partners LLC
N/A—48,442-48,442-100%$2.4M———
GeoWealth Management, LLC
N/A—48,266-48,266-100%$2.4M———
Inspire Advisors, LLC
N/A—44,481-44,481-100%$2.2M———
Davis R M Inc
N/A—43,341-43,341-100%$2.2M———
Equitable Holdings, Inc.
N/A—42,892-42,892-100%$2.2M———
Great Valley Advisor Group, Inc.
N/A—42,801-42,801-100%$2.2M———
MML Investors Services, LLC
N/A—41,856-41,856-100%$2.1M———
PAX Financial Group, LLC
N/A—40,249-40,249-100%$2.0M———
IAM Advisory, LLC
N/A—34,770-34,770-100%$1.8M———
HighTower Advisors, LLC
N/A—33,956-33,956-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—33,895-33,895-100%$1.7M———
Lakeridge Wealth Management LLC
N/A—31,610-31,610-100%$1.6M———
OneDigital Investment Advisors LLC
N/A—29,336-29,336-100%$1.5M———
Citadel Advisors LLC
N/A—29,333-29,333-100%$1.5M———
Garden State Investment Advisory Services LLC
N/A—27,740-27,740-100%$1.4M———
Vestmark Advisory Solutions, Inc.
N/A—27,238-27,238-100%$1.4M———
NewSquare Capital LLC
N/A—25,786-25,786-100%$1.3M———
Sanctuary Advisors, LLC
N/A—24,767-24,767-100%$1.3M———
Royal Bank of Canada
N/A—23,589-23,589-100%$1.2M———
Bcgm Wealth Management, LLC
N/A—20,231-20,231-100%$1.0M———
Goldman Sachs Group Inc
N/A—20,028-20,028-100%$1.0M———
Stratos Wealth Partners, Ltd.
N/A—19,366-19,366-100%$978.0K———
Natixis Advisors, LLC
N/A—18,644-18,644-100%$941.0K———
Mercer Global Advisors Inc
N/A—18,477-18,477-100%$933.1K———
Oak Wealth Advisors LLC
N/A—17,811-17,811-100%$899.4K———
Fiduciary Financial Advisors
N/A—17,271-17,271-100%$872.2K———
Pathstone Holdings, LLC
N/A—17,146-17,146-100%$865.9K———
Northwestern Mutual Wealth Management Co
N/A—14,853-14,853-100%$750.1K———
Elequin Capital, LP
N/A—13,918-13,918-100%$702.9K———
Global Retirement Partners, LLC
N/A—13,861-13,861-100%$700.0K———
Bedel Financial Consulting, Inc.
N/A—13,184-13,184-100%$665.8K———
Janney Montgomery Scott LLC
N/A—12,725-12,725-100%$643.0K———
Hyundai Investments Co., Ltd.
N/A—12,324-12,324-100%$622.7K———
XP Advisory US, Inc.
N/A—11,977-11,977-100%$604.8K———
Strategic Financial Concepts, LLC
N/A—11,818-11,818-100%$596.8K———
Barnes Wealth Management Group, Inc
N/A—11,645-11,645-100%$588.1K———
CreativeOne Wealth, LLC
N/A—10,881-10,881-100%$549.5K———
Advyzon Investment Management, LLC
N/A—10,116-10,116-100%$510.9K———
WCG Wealth Advisors LLC
N/A—10,031-10,031-100%$506.6K———
SageView Advisory Group, LLC
N/A—9,994-9,994-100%$504.7K———
Tower Research Capital LLC (TRC)
N/A—9,868-9,868-100%$498.3K———
Steward Partners Investment Advisory, LLC
N/A—9,107-9,107-100%$459.9K———
Geneos Wealth Management Inc.
N/A—8,547-8,547-100%$431.6K———
J. M. Brown & Associates Inc.
N/A—8,500-8,500-100%$429.3K———
Anchor Investment Management, LLC
N/A—8,000-8,000-100%$404.0K———
Baird Financial Group, Inc.
N/A—7,893-7,893-100%$398.6K———
Evergreen Wealth Partners LLC
N/A—7,508-7,508-100%$379.2K———
IAG Wealth Partners, LLC
N/A—6,976-6,976-100%$352.3K———
&partners
N/A—6,879-6,879-100%$347.4K———
Envestnet Portfolio Solutions, Inc.
N/A—6,279-6,279-100%$317.1K———
Nuveen, LLC
N/A—5,895-5,895-100%$297.7K———
Old Mission Capital LLC
N/A—5,821-5,821-100%$294.0K———
Boulder Wealth Advisors, LLC
N/A—5,813-5,813-100%$293.6K———
Morris Financial Concepts, Inc.
N/A—5,677-5,677-100%$286.7K———
Horizon Family Wealth, Inc.
N/A—5,377-5,377-100%$271.6K———
Marshall Financial Group, LLC
N/A—5,100-5,100-100%$257.6K———
Harbour Investments, Inc.
N/A—4,620-4,620-100%$233.3K———
Madison Wealth Partners, Inc
N/A—4,532-4,532-100%$228.9K———
Orion Porfolio Solutions, LLC
N/A—4,530-4,530-100%$228.8K———
Atlas Legacy Advisors, LLC
N/A—4,363-4,363-100%$220.3K———
Ausdal Financial Partners, Inc.
N/A—4,270-4,270-100%$215.7K———
Atlantic Union Bankshares Corp
N/A—3,510-3,510-100%$177.2K———
Centaurus Financial, Inc.
N/A—2,832-2,832-100%$143.0K———
Capital Analysts, LLC
N/A—2,452-2,452-100%$124.0K———
AE Wealth Management LLC
N/A—1,521-1,521-100%$76.8K———
Hollencrest Capital Management
N/A—1,430-1,430-100%$72.2K———
Arax Advisory Partners
N/A—1,008-1,008-100%$51.0K———
Napier Financial, LLC
N/A—790-790-100%$39.9K———
Allianz Asset Management GmbH
N/A—268-268-100%$13.5K———
FWL Investment Management, LLC
N/A—146-146-100%$7.4K———
Fourth Dimension Wealth, LLC
N/A—102-102-100%$5.1K———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$46———
Beaird Harris Wealth Management, LLC
N/A—00—$1———
Showing 217 of 217 institutions