Pimco Dynamic Income Fund (PDI)

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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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares1,647,767 from 1,334,973

Change+312,794 (+23%)

Value$23.1K (-$22.3M)

Filed 2026-11-02

TD Waterhouse Canada Inc.

INCREASED

Shares1,392,511 from 1,385,039

Change+7,472 (+1%)

Value$19.8M (-$3.4M)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

DECREASED

Shares1,380,831 from 1,510,792

Change-129,961 (-9%)

Value$19.4M (-$5.9M)

Filed 2026-11-05

Cyndeo Wealth Partners, LLC

INCREASED

Shares949,054 from 927,452

Change+21,602 (+2%)

Value$13.3M (-$2.2M)

Filed 2026-10-16

Independent Financial Group, LLC

DECREASED

Shares580,408 from 717,418

Change-137,010 (-19%)

Value$8.1M (-$3.8M)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares563,064 from 604,754

Change-41,690 (-7%)

Value$7.9M (-$2.2M)

Filed 2026-11-02

Verus Capital Partners, LLC

INCREASED

Shares559,535 from 459,841

Change+99,694 (+22%)

Value$7.9M (+$170.9K)

Filed 2026-11-03

Noble Wealth Management PBC

DECREASED

Shares524,175 from 537,557

Change-13,382 (-2%)

Value$7.4M (-$1.6M)

Filed 2026-10-01

Avior Wealth Management, LLC

INCREASED

Shares470,757 from 462,193

Change+8,564 (+2%)

Value$6.6M (-$1.1M)

Filed 2026-10-13

Wealthcare Advisory Partners LLC

INCREASED

Shares447,143 from 436,792

Change+10,351 (+2%)

Value$6.3M (-$1.0M)

Filed 2026-10-21

Wagner Wealth Management, LLC

INCREASED

Shares401,708 from 374,835

Change+26,873 (+7%)

Value$5.6M (-$623.8K)

Filed 2026-10-21

Kestra Advisory Services, LLC

INCREASED

Shares394,201 from 381,774

Change+12,427 (+3%)

Value$5.5M (-$845.0K)

Filed 2026-11-02

Destiny Wealth Partners, LLC

INCREASED

Shares385,275 from 227,585

Change+157,690 (+69%)

Value$5.6M (+$1.9M)

Filed 2026-11-05

RFG Advisory, LLC

INCREASED

Shares321,310 from 308,982

Change+12,328 (+4%)

Value$4.5M (-$652.0K)

Filed 2026-11-03

Sentinel Advisory Group, LLC

INCREASED

Shares317,815 from 306,398

Change+11,417 (+4%)

Value$4.5M (-$657.9K)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

DECREASED

Shares245,495 from 246,800

Change-1,305 (-1%)

Value$3.4M (-$677.3K)

Filed 2026-10-30

HB Wealth Management, LLC

NEW

Shares226,400

Change+226,400

Value$3.2M

Filed 2026-10-23

Quarry Hill Advisors, LLC

INCREASED

Shares207,017 from 198,527

Change+8,490 (+4%)

Value$2.9M (-$411.0K)

Filed 2026-11-04

Shaker Financial Services, LLC

NEW

Shares189,156

Change+189,156

Value$2.7M

Filed 2026-10-14

Thrivent Financial for Lutherans

INCREASED

Shares182,547 from 169,590

Change+12,957 (+8%)

Value$2.6K (-$2.8M)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares175,627 from 174,295

Change+1,332 (+1%)

Value$2.5M (-$406.2K)

Filed 2026-10-13

Smith Asset Management Co., LLC

DECREASED

Shares159,036 from 160,826

Change-1,790 (-1%)

Value$2.2M (-$454.5K)

Filed 2026-10-16

Focus Financial Network, Inc.

INCREASED

Shares146,125 from 133,608

Change+12,517 (+9%)

Value$2.1M (-$176.7K)

Filed 2026-10-14

Marks Group Wealth Management, Inc

INCREASED

Shares139,835 from 85,175

Change+54,660 (+64%)

Value$2.0M (+$539.5K)

Filed 2026-11-05

Flagship Private Wealth, LLC

DECREASED

Shares132,656 from 158,534

Change-25,878 (-16%)

Value$1.9M (-$786.4K)

Filed 2026-11-05

Tennessee Valley Asset Management Partners

DECREASED

Shares131,946 from 134,000

Change-2,054 (-2%)

Value$1.9M (-$386.6K)

Filed 2026-11-03

Gill Capital Partners, LLC

DECREASED

Shares124,862 from 126,426

Change-1,564 (-1%)

Value$1.8M (-$359.5K)

Filed 2026-10-13

Rareview Capital LLC

NEW

Shares122,403

Change+122,403

Value$1.7M

Filed 2026-11-05

Elm3 Financial Group, LLC

DECREASED

Shares113,980 from 128,874

Change-14,894 (-12%)

Value$1.6M (-$553.1K)

Filed 2026-10-07

Means Investment Co., Inc.

INCREASED

Shares108,353 from 107,978

Change+375 (+0%)

Value$1.5M (-$283.1K)

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares107,970 from 66,067

Change+41,903 (+63%)

Value$1.5M (+$411.5K)

Filed 2026-10-30

Meadowbrook Wealth Management, LLC

DECREASED

Shares107,760 from 110,570

Change-2,810 (-3%)

Value$1.5M (-$336.9K)

Filed 2026-10-08

Wealthstar Advisors, LLC

INCREASED

Shares107,034 from 107,025

Change+9 (+0%)

Value$1.5M (-$285.6K)

Filed 2026-10-19

Wedbush Securities Inc

INCREASED

Shares105,783 from 75,428

Change+30,355 (+40%)

Value$1.5K (-$1.3M)

Filed 2026-10-22

AlphaStar Capital Management, LLC

DECREASED

Shares104,804 from 109,664

Change-4,860 (-4%)

Value$1.5M (-$361.0K)

Filed 2026-10-16

Riverbridge Partners LLC

NEW

Shares101,195

Change+101,195

Value$1.4M

Filed 2026-11-05

MRA Advisory Group

INCREASED

Shares100,739 from 98,079

Change+2,660 (+3%)

Value$1.4M (-$224.6K)

Filed 2026-10-07

Farther Finance Advisors, LLC

DECREASED

Shares99,056 from 141,329

Change-42,273 (-30%)

Value$1.4M (-$970.4K)

Filed 2026-10-08

Evergreen Capital Management LLC

DECREASED

Shares90,690 from 92,123

Change-1,433 (-2%)

Value$1.3M (-$266.4K)

Filed 2026-10-23

AtlasMark Financial, Inc

INCREASED

Shares89,787 from 72,139

Change+17,648 (+24%)

Value$1.3M (+$55.0K)

Filed 2026-10-13

Mesirow Financial Investment Management, Inc.

NEW

Shares88,647

Change+88,647

Value$1.2M

Filed 2026-11-05

Oppenheimer & Co Inc

INCREASED

Shares84,946 from 57,439

Change+27,507 (+48%)

Value$1.2M (+$232.6K)

Filed 2026-10-26

Parisi Gray Wealth Management

INCREASED

Shares84,917 from 76,006

Change+8,911 (+12%)

Value$1.2M (-$77.9K)

Filed 2026-10-16

TrueMark Investments, LLC

NEW

Shares82,281

Change+82,281

Value$1.2M

Filed 2026-11-05

Lido Advisors, LLC

INCREASED

Shares81,420 from 76,245

Change+5,175 (+7%)

Value$1.1M (-$145.1K)

Filed 2026-11-04

HUB Investment Partners, LLC

INCREASED

Shares80,477 from 80,453

Change+24 (+0%)

Value$1.1M (-$214.5K)

Filed 2026-11-03

HF Advisory Group, LLC

INCREASED

Shares74,937 from 69,328

Change+5,609 (+8%)

Value$1.1M (-$106.4K)

Filed 2026-10-09

Fifth Third Bancorp

INCREASED

Shares66,963 from 64,912

Change+2,051 (+3%)

Value$939.5K (-$144.5K)

Filed 2026-11-05

Essential Investment Partners LLC

INCREASED

Shares66,320 from 29,831

Change+36,489 (+122%)

Value$930.5K (+$432.3K)

Filed 2026-10-27

Prospera Financial Services Inc

INCREASED

Shares62,742 from 49,878

Change+12,864 (+26%)

Value$897.9K (+$64.9K)

Filed 2026-11-04

Private Trust Co NA

DECREASED

Shares62,616 from 68,536

Change-5,920 (-9%)

Value$878.5K (-$266.0K)

Filed 2026-10-20

Benchmark Financial, LLC

INCREASED

Shares61,600 from 59,542

Change+2,058 (+3%)

Value$864.2K (-$130.1K)

Filed 2026-10-16

World Equity Group, Inc.

INCREASED

Shares60,143 from 48,879

Change+11,264 (+23%)

Value$843.8K (+$27.5K)

Filed 2026-10-14

Williams Jones Wealth Management, Llc.

DECREASED

Shares59,910 from 74,532

Change-14,622 (-20%)

Value$840.5K (-$404.1K)

Filed 2026-11-05

Rayburn West Financial Services LLC

DECREASED

Shares56,833 from 56,923

Change-90 (0%)

Value$797.4K (-$153.2K)

Filed 2026-11-03

Prairie Advisory, LLC

INCREASED

Shares54,960 from 26,862

Change+28,098 (+105%)

Value$771.1K (+$322.5K)

Filed 2026-10-19

CoreCap Advisors, LLC

INCREASED

Shares54,559 from 50,008

Change+4,551 (+9%)

Value$765.5K (-$69.7K)

Filed 2026-10-08

Harbor Investment Advisory, LLC

INCREASED

Shares54,242 from 53,142

Change+1,100 (+2%)

Value$761.0K (-$126.5K)

Filed 2026-10-13

First Heartland Consultants, Inc.

INCREASED

Shares53,935 from 48,956

Change+4,979 (+10%)

Value$756.7K (-$60.9K)

Filed 2026-10-08

Advisory Solutions Group, LLC

INCREASED

Shares53,256 from 45,459

Change+7,797 (+17%)

Value$747.2K (-$12.0K)

Filed 2026-10-14

Americana Partners, LLC

DECREASED

Shares52,875 from 71,975

Change-19,100 (-27%)

Value$741.8K (-$460.1K)

Filed 2026-10-28

Connecticut Wealth Management, LLC

UNCHANGED

Shares52,792 from 52,792

Change0 (0%)

Value$740.7K (-$141.0K)

Filed 2026-10-13

StoneX Group Inc.

INCREASED

Shares52,149 from 29,830

Change+22,319 (+75%)

Value$770.5K (+$266.2K)

Filed 2026-11-03

Traynor Capital Management, Inc.

DECREASED

Shares46,099 from 50,093

Change-3,994 (-8%)

Value$646.8K (-$189.8K)

Filed 2026-10-29

Choreo, LLC

INCREASED

Shares45,427 from 31,746

Change+13,681 (+43%)

Value$641.4K (+$108.8K)

Filed 2026-10-28

Sovran Advisors, LLC

INCREASED

Shares44,399 from 44,226

Change+173 (+0%)

Value$636.2K (-$74.5K)

Filed 2026-11-02

Scheeler Financial LLC

NEW

Shares43,977

Change+43,977

Value$617.0K

Filed 2026-10-13

Diversify Advisory Services, LLC

DECREASED

Shares42,227 from 44,312

Change-2,085 (-5%)

Value$607.2K (-$96.5K)

Filed 2026-10-20

Diversify Wealth Management, LLC

DECREASED

Shares42,227 from 44,312

Change-2,085 (-5%)

Value$607.2K (-$96.5K)

Filed 2026-10-20

Creekside Partners

UNCHANGED

Shares40,402 from 40,402

Change0 (0%)

Value$566.8K (-$107.9K)

Filed 2026-11-04

Simplicity Wealth,LLC

NEW

Shares40,290

Change+40,290

Value$565.3K

Filed 2026-10-23

Brookstone Capital Management

INCREASED

Shares39,331 from 37,781

Change+1,550 (+4%)

Value$551.8K (-$79.1K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

INCREASED

Shares39,105 from 23,477

Change+15,628 (+67%)

Value$548.6K (+$156.6K)

Filed 2026-10-16

Kaizen Financial Strategies

INCREASED

Shares38,901 from 38,225

Change+676 (+2%)

Value$545.8K (-$93.3K)

Filed 2026-10-09

IFP Advisors, Inc

INCREASED

Shares38,628 from 37,633

Change+995 (+3%)

Value$542.0K (-$86.5K)

Filed 2026-10-16

Sage Capital Advisors,llc

INCREASED

Shares37,771 from 20,956

Change+16,815 (+80%)

Value$529.9K (+$180.0K)

Filed 2026-10-13

Beacon Financial Advisory LLC

DECREASED

Shares37,014 from 40,298

Change-3,284 (-8%)

Value$519.3K (-$153.7K)

Filed 2026-10-16

Chicago Partners Investment Group LLC

INCREASED

Shares36,993 from 26,764

Change+10,229 (+38%)

Value$529.4K (+$99.0K)

Filed 2026-10-27

Certified Advisory Corp

INCREASED

Shares36,638 from 31,029

Change+5,609 (+18%)

Value$514.0K (-$4.2K)

Filed 2026-10-29

Creative Planning

DECREASED

Shares36,546 from 47,889

Change-11,343 (-24%)

Value$512.7K (-$287.0K)

Filed 2026-11-02

International Assets Investment Management, LLC

INCREASED

Shares33,382 from 31,470

Change+1,912 (+6%)

Value$472.4K (-$53.8K)

Filed 2026-11-02

Compound Planning, Inc.

DECREASED

Shares31,889 from 33,010

Change-1,121 (-3%)

Value$447.4K (-$103.9K)

Filed 2026-11-05

Ramiah Investment Group

DECREASED

Shares31,854 from 33,320

Change-1,466 (-4%)

Value$446.9K (-$109.5K)

Filed 2026-10-20

E&G Advisors, LLC

DECREASED

Shares31,707 from 35,389

Change-3,682 (-10%)

Value$444.8K (-$146.1K)

Filed 2026-10-13

Valeo Financial Advisors, LLC

INCREASED

Shares30,220 from 30,045

Change+175 (+1%)

Value$424.0K (-$77.8K)

Filed 2026-10-08

Capital CS Group, LLC

INCREASED

Shares29,604 from 26,970

Change+2,634 (+10%)

Value$415.3K (-$35.1K)

Filed 2026-10-29

Herold Advisors, Inc.

INCREASED

Shares28,716 from 25,948

Change+2,768 (+11%)

Value$402.9K (-$31.1K)

Filed 2026-10-19

Future Financial Wealth Managment LLC

INCREASED

Shares28,672 from 23,995

Change+4,677 (+19%)

Value$402.3K (+$16.4K)

Filed 2026-10-15

Apollon Wealth Management, LLC

INCREASED

Shares28,414 from 24,707

Change+3,707 (+15%)

Value$398.6K (-$14.0K)

Filed 2026-10-23

GenWealth Group, Inc.

INCREASED

Shares27,735 from 27,137

Change+598 (+2%)

Value$389.1K (-$64.1K)

Filed 2026-10-16

Summit Financial Wealth Advisors, LLC

UNCHANGED

Shares26,119 from 26,119

Change0 (0%)

Value$366.5K (-$69.7K)

Filed 2026-10-15

HBW Advisory Services LLC

DECREASED

Shares25,632 from 25,787

Change-155 (-1%)

Value$359.6K (-$71.0K)

Filed 2026-10-15

Fiduciary Alliance LLC

DECREASED

Shares25,143 from 50,324

Change-25,181 (-50%)

Value$352.8K (-$487.7K)

Filed 2026-10-13

Gilpin Wealth Management, LLC

INCREASED

Shares24,829 from 7,006

Change+17,823 (+254%)

Value$348.4K (+$231.4K)

Filed 2026-10-09

Sigma Planning Corp

DECREASED

Shares23,205 from 25,094

Change-1,889 (-8%)

Value$329.8K (-$89.8K)

Filed 2026-10-23

Venture Visionary Partners LLC

DECREASED

Shares22,951 from 23,440

Change-489 (-2%)

Value$322.0K (-$69.4K)

Filed 2026-10-07

Attessa Capital LLC

UNCHANGED

Shares22,787 from 22,787

Change0 (0%)

Value$319.7K (-$60.8K)

Filed 2026-10-09

Nicholas Hoffman & Company, Llc.

UNCHANGED

Shares22,572 from 22,572

Change0 (0%)

Value$316.7K (-$60.3K)

Filed 2026-10-30

Integrity Advisory Solutions, LLC

INCREASED

Shares22,507 from 16,541

Change+5,966 (+36%)

Value$315.8K (+$39.5K)

Filed 2026-10-29

Koshinski Asset Management, Inc.

UNCHANGED

Shares22,136 from 22,136

Change0 (0%)

Value$310.6K (-$59.1K)

Filed 2026-10-29

Accredited Investors Inc.

DECREASED

Shares21,714 from 45,532

Change-23,818 (-52%)

Value$304.6K (-$455.7K)

Filed 2026-11-03

Cornerstone Wealth Management, LLC

DECREASED

Shares21,449 from 27,436

Change-5,987 (-22%)

Value$300.9K (-$157.2K)

Filed 2026-11-04

PFG Advisors

NEW

Shares21,007

Change+21,007

Value$294.7K

Filed 2026-10-16

Lavelle Capital LP

UNCHANGED

Shares20,967 from 20,967

Change0 (0%)

Value$294.2K (-$56.0K)

Filed 2026-11-03

Aviance Capital Partners, LLC

DECREASED

Shares20,131 from 22,958

Change-2,827 (-12%)

Value$282.4K (-$101.0K)

Filed 2026-10-29

Capital Investment Advisors, LLC

DECREASED

Shares19,874 from 33,109

Change-13,235 (-40%)

Value$278.8K (-$274.1K)

Filed 2026-10-22

Daymark Wealth Partners, LLC

NEW

Shares19,828

Change+19,828

Value$278.2K

Filed 2026-11-04

Calamos Advisors LLC

NEW

Shares19,412

Change+19,412

Value$272.4K

Filed 2026-11-02

Avidian Wealth Enterprises, LLC

UNCHANGED

Shares19,194 from 19,194

Change0 (0%)

Value$269.3K (-$51.2K)

Filed 2026-10-08

VestGen Advisors, LLC

UNCHANGED

Shares18,827 from 18,827

Change0 (0%)

Value$264.1K (-$50.3K)

Filed 2026-10-27

United Advisor Group, LLC

INCREASED

Shares18,437 from 17,399

Change+1,038 (+6%)

Value$258.7K (-$31.9K)

Filed 2026-11-03

Northwest Wealth Management, LLC

UNCHANGED

Shares18,125 from 18,125

Change0 (0%)

Value$254.3K (-$48.4K)

Filed 2026-10-30

Park Avenue Securities LLC

NEW

Shares18,001

Change+18,001

Value$253

Filed 2026-10-26

Gradient Investments LLC

INCREASED

Shares17,937 from 13,363

Change+4,574 (+34%)

Value$251.7K (+$28.5K)

Filed 2026-10-08

Integrated Capital Management, Inc.

NEW

Shares17,042

Change+17,042

Value$239.1K

Filed 2026-10-09

Samalin Investment Counsel, LLC

DECREASED

Shares16,457 from 32,920

Change-16,463 (-50%)

Value$230.9K (-$318.9K)

Filed 2026-10-23

Triumph Capital Management

INCREASED

Shares16,095 from 14,386

Change+1,709 (+12%)

Value$225.8K (-$14.4K)

Filed 2026-10-14

Walled Lake Planning & Wealth Management, LLC

NEW

Shares15,893

Change+15,893

Value$223.0K

Filed 2026-10-29

Merkkuri Wealth Advisors LLC

UNCHANGED

Shares15,839 from 15,839

Change0 (0%)

Value$222.2K (-$42.3K)

Filed 2026-11-03

Mallini Complete Financial Planning LLC

DECREASED

Shares15,792 from 22,128

Change-6,336 (-29%)

Value$221.6K (-$148.0K)

Filed 2026-10-06

Kestra Private Wealth Services, LLC

DECREASED

Shares15,271 from 16,210

Change-939 (-6%)

Value$214.3K (-$56.5K)

Filed 2026-10-30

US Bancorp \de\

DECREASED

Shares15,086 from 28,783

Change-13,697 (-48%)

Value$211.7K (-$269.0K)

Filed 2026-11-05

Novem Group

DECREASED

Shares15,001 from 24,098

Change-9,097 (-38%)

Value$210.5K (-$192.0K)

Filed 2026-10-19

Abel Hall, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$210.5K (-$40.1K)

Filed 2026-10-19

Investmark Advisory Group LLC

INCREASED

Shares14,967 from 14,160

Change+807 (+6%)

Value$210.0K (-$26.5K)

Filed 2026-10-27

Lanark Financial, Inc.

INCREASED

Shares14,873 from 10,900

Change+3,973 (+36%)

Value$208.7K (+$26.6K)

Filed 2026-10-26

CWC Advisors, Llc.

UNCHANGED

Shares14,523 from 14,523

Change0 (0%)

Value$203.8K (-$38.8K)

Filed 2026-10-15

Spire Wealth Management

DECREASED

Shares14,475 from 14,776

Change-301 (-2%)

Value$203.1K (-$43.7K)

Filed 2026-10-30

BCS Wealth Management

UNCHANGED

Shares13,904 from 13,904

Change0 (0%)

Value$195.1K (-$37.1K)

Filed 2026-11-03

Beverly Hills Private Wealth, LLC

UNCHANGED

Shares13,824 from 13,824

Change0 (0%)

Value$193.9K (-$36.9K)

Filed 2026-11-04

Almanack Investment Partners, Llc.

UNCHANGED

Shares13,355 from 13,355

Change0 (0%)

Value$187.4K (-$35.7K)

Filed 2026-11-03

Syverson Strege & Co

DECREASED

Shares13,348 from 14,363

Change-1,015 (-7%)

Value$187.3K (-$52.6K)

Filed 2026-11-02

Manchester Capital Management LLC

NEW

Shares13,030

Change+13,030

Value$182.8K

Filed 2026-10-22

TopTier Wealth Management, LLC

UNCHANGED

Shares13,021 from 13,021

Change0 (0%)

Value$182.7K (-$34.8K)

Filed 2026-10-16

Naples Global Advisors, LLC

NEW

Shares12,875

Change+12,875

Value$180.6K

Filed 2026-11-05

TPG Advisors LLC

DECREASED

Shares12,848 from 17,365

Change-4,517 (-26%)

Value$180.3K (-$109.7K)

Filed 2026-10-16

Elevation Point Wealth Partners, LLC

DECREASED

Shares12,621 from 13,824

Change-1,203 (-9%)

Value$179.7K (-$53.7K)

Filed 2026-11-05

Sound Income Strategies, LLC

INCREASED

Shares12,593 from 12,327

Change+266 (+2%)

Value$180.5K (-$25.4K)

Filed 2026-10-09

Kagan Cocozza Asset Management

UNCHANGED

Shares12,376 from 12,376

Change0 (0%)

Value$173.6K (-$33.0K)

Filed 2026-10-19

Concord Wealth Partners

INCREASED

Shares12,333 from 11,828

Change+505 (+4%)

Value$173.0K (-$24.5K)

Filed 2026-11-02

SeaCrest Wealth Management, LLC

INCREASED

Shares12,210 from 10,396

Change+1,814 (+17%)

Value$171.3K (-$2.3K)

Filed 2026-10-21

Firethorn Wealth Partners, LLC

INCREASED

Shares12,210 from 11,721

Change+489 (+4%)

Value$171.3K (-$24.4K)

Filed 2026-10-14

D.A. Davidson & Co.

DECREASED

Shares12,204 from 14,357

Change-2,153 (-15%)

Value$171.2K (-$68.5K)

Filed 2026-10-28

Signature Estate & Investment Advisors LLC

DECREASED

Shares12,171 from 45,582

Change-33,411 (-73%)

Value$170.8K (-$590.5K)

Filed 2026-10-13

Key Client Fiduciary Advisors, LLC

DECREASED

Shares11,421 from 38,936

Change-27,515 (-71%)

Value$160.2K (-$490.0K)

Filed 2026-10-19

Synergy Asset Management, LLC

UNCHANGED

Shares10,917 from 10,917

Change0 (0%)

Value$153.2K (-$29.1K)

Filed 2026-11-05

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

NEW

Shares10,823

Change+10,823

Value$151.9K

Filed 2026-10-14

Strategic Blueprint, LLC

INCREASED

Shares10,701 from 10,316

Change+385 (+4%)

Value$150.1K (-$22.2K)

Filed 2026-10-22

M Holdings Securities, Inc.

NEW

Shares10,291

Change+10,291

Value$149

Filed 2026-11-03

Fermata Advisors, LLC

NEW

Shares10,084

Change+10,084

Value$141.5K

Filed 2026-10-13

Fiscal Wisdom Wealth Management, LLC

NEW

Shares10,015

Change+10,015

Value$140.5K

Filed 2026-10-16

Parallel Advisors, LLC

UNCHANGED

Shares7,877 from 7,877

Change0 (0%)

Value$110.5K (-$21.0K)

Filed 2026-11-03

Larson Financial Group LLC

DECREASED

Shares7,091 from 10,966

Change-3,875 (-35%)

Value$99.5K (-$83.7K)

Filed 2026-11-05

Versant Capital Management, Inc

NEW

Shares6,253

Change+6,253

Value$87.7K

Filed 2026-10-02

Advocate Investing Services LLC

UNCHANGED

Shares5,800 from 5,800

Change0 (0%)

Value$81.4K (-$15.5K)

Filed 2026-10-26

Golden State Wealth Management, LLC

INCREASED

Shares5,624 from 5,506

Change+118 (+2%)

Value$78.9K (-$13.0K)

Filed 2026-11-02

Transce3nd, LLC

NEW

Shares5,622

Change+5,622

Value$79.4K

Filed 2026-10-26

FNY Investment Advisers, LLC

UNCHANGED

Shares5,600 from 5,600

Change0 (0%)

Value$78 (-$15)

Filed 2026-10-16

Ascentis Independent Advisors

NEW

Shares4,784

Change+4,784

Value$67.1K

Filed 2026-11-03

First Horizon Corp

UNCHANGED

Shares3,453 from 3,453

Change0 (0%)

Value$48.4K (-$9.2K)

Filed 2026-10-26

CX Institutional

NEW

Shares3,274

Change+3,274

Value$46

Filed 2026-10-02

Eastern Bank

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$42.1K (-$8.0K)

Filed 2026-10-05

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares2,730 from 2,730

Change0 (0%)

Value$38.3K (-$7.3K)

Filed 2026-10-16

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares1,840 from 1,840

Change0 (0%)

Value$25.8K (-$4.9K)

Filed 2026-10-15

Compass Financial Management LLC

INCREASED

Shares1,628 from 801

Change+827 (+103%)

Value$22.8K (+$9.9K)

Filed 2026-10-30

Caldwell Trust Co

DECREASED

Shares1,610 from 1,626

Change-16 (-1%)

Value$22.6K (-$4.6K)

Filed 2026-10-30

Blue Trust, Inc.

INCREASED

Shares1,376 from 1,320

Change+56 (+4%)

Value$19.3K (-$2.7K)

Filed 2026-10-15

PFS Partners, LLC

UNCHANGED

Shares1,375 from 1,375

Change0 (0%)

Value$19.3K (-$3.7K)

Filed 2026-10-21

Cassaday & Co Wealth Management LLC

NEW

Shares1,345

Change+1,345

Value$18.9K

Filed 2026-10-27

United Community Bank

NEW

Shares1,309

Change+1,309

Value$18.4K

Filed 2026-10-28

Financial Management Professionals, Inc.

INCREASED

Shares1,141 from 1,095

Change+46 (+4%)

Value$16.3K (-$2.3K)

Filed 2026-10-23

EverSource Wealth Advisors, LLC

DECREASED

Shares1,081 from 5,000

Change-3,919 (-78%)

Value$15.2K (-$68.3K)

Filed 2026-11-04

Wilkerson Advisory Group LLC

INCREASED

Shares1,078 from 1,034

Change+44 (+4%)

Value$15.1K (-$2.2K)

Filed 2026-10-20

Avion Wealth

INCREASED

Shares911 from 899

Change+12 (+1%)

Value$12 (-$15.0K)

Filed 2026-11-04

North Star Investment Management Corp.

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$12.6K (-$2.4K)

Filed 2026-10-27

High Point Wealth Management, LLC

NEW

Shares829

Change+829

Value$11.6K

Filed 2026-11-05

Signature Resources Capital Management, LLC

NEW

Shares575

Change+575

Value$8.1K

Filed 2026-10-16

NBH Bank

NEW

Shares410

Change+410

Value$5.8K

Filed 2026-11-05

Salomon & Ludwin, LLC

UNCHANGED

Shares352 from 352

Change0 (0%)

Value$4.9K (-$946)

Filed 2026-10-29

Gables Capital Management Inc.

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$3.9K (-$735)

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares130

Change+130

Value$1.8K

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1.4K (-$267)

Filed 2026-10-19

Markowski Investments

UNCHANGED

Shares81 from 81

Change0 (0%)

Value$1.1K (-$217)

Filed 2026-10-30

Holos Integrated Wealth LLC

INCREASED

Shares74 from 70

Change+4 (+6%)

Value$1.0K (-$124)

Filed 2026-10-23

Aspect Partners, LLC

DECREASED

Shares21 from 1,436

Change-1,415 (-99%)

Value$301 (-$23.7K)

Filed 2026-10-20

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$56 (-$11)

Filed 2026-10-05

Jacobi Capital Management LLC

NEW

Shares1

Change+1

Value$18

Filed 2026-11-05

Bensler, LLC

CLOSED

Shares0 from 566,940

Change-566,940 (-100%)

Value$0 (-$9.5M)

Filed 2026-11-05

LifeWealth Investments, LLC

CLOSED

Shares0 from 362,648

Change-362,648 (-100%)

Value$0 (-$6.1M)

Filed 2026-10-21

Anchor Capital Management Group Inc

CLOSED

Shares0 from 84,300

Change-84,300 (-100%)

Value$0 (-$1.4M)

Filed 2026-11-02

Outlook Wealth Advisors, LLC

CLOSED

Shares0 from 52,723

Change-52,723 (-100%)

Value$0 (-$880.5K)

Filed 2026-10-28

Verity Asset Management, Inc.

CLOSED

Shares0 from 48,739

Change-48,739 (-100%)

Value$0 (-$813.9K)

Filed 2026-10-30

First Growth Capital LLC

CLOSED

Shares0 from 45,184

Change-45,184 (-100%)

Value$0 (-$754.6K)

Filed 2026-10-15

Lewis Asset Management, LLC

CLOSED

Shares0 from 33,369

Change-33,369 (-100%)

Value$0 (-$557.3K)

Filed 2026-10-14

Clear Creek Financial Management, LLC

CLOSED

Shares0 from 23,320

Change-23,320 (-100%)

Value$0 (-$389.4K)

Filed 2026-10-28

Lifestyle Asset Management, Inc.

CLOSED

Shares0 from 17,892

Change-17,892 (-100%)

Value$0 (-$298.8K)

Filed 2026-10-20

AdvisorNet Financial, Inc

CLOSED

Shares0 from 17,128

Change-17,128 (-100%)

Value$0 (-$286.0K)

Filed 2026-10-15

Certior Financial Group, LLC

CLOSED

Shares0 from 15,757

Change-15,757 (-100%)

Value$0 (-$263.1K)

Filed 2026-10-19

Kingswood Wealth Advisors, LLC

CLOSED

Shares0 from 14,517

Change-14,517 (-100%)

Value$0 (-$242.4K)

Filed 2026-10-23

Patriot Financial Group Insurance Agency, LLC

CLOSED

Shares0 from 13,757

Change-13,757 (-100%)

Value$0 (-$229.7K)

Filed 2026-10-14

Silverleafe Capital Partners, LLC

CLOSED

Shares0 from 13,637

Change-13,637 (-100%)

Value$0 (-$227.7K)

Filed 2026-10-02

Wesbanco Bank Inc

CLOSED

Shares0 from 13,329

Change-13,329 (-100%)

Value$0 (-$222.6K)

Filed 2026-11-04

Keystone Wealth Services, LLC

CLOSED

Shares0 from 12,315

Change-12,315 (-100%)

Value$0 (-$205.7K)

Filed 2026-11-03

Mezzasalma Advisors, LLC

CLOSED

Shares0 from 11,742

Change-11,742 (-100%)

Value$0 (-$196.1K)

Filed 2026-10-14

Assetmark, Inc

CLOSED

Shares0 from 5,268

Change-5,268 (-100%)

Value$0 (-$88.0K)

Filed 2026-10-21

GHP Investment Advisors, Inc.

CLOSED

Shares0 from 2,982

Change-2,982 (-100%)

Value$0 (-$49.8K)

Filed 2026-10-15

Country Trust Bank

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$16.7K)

Filed 2026-10-30

LifeSteps Financial, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$16.7K)

Filed 2026-10-15

Cape Investment Advisory, Inc.

CLOSED

Shares0 from 962

Change-962 (-100%)

Value$0 (-$16.1K)

Filed 2026-10-13

Key FInancial Inc

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$8.4K)

Filed 2026-11-02

Whipplewood Advisors, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$8.4K)

Filed 2026-10-20

Salem Investment Counselors Inc

CLOSED

Shares0 from 450

Change-450 (-100%)

Value$0 (-$7.6K)

Filed 2026-10-13

Strengthening Families & Communities, LLC

CLOSED

Shares0 from 342

Change-342 (-100%)

Value$0 (-$5.7K)

Filed 2026-10-21

Beacon Investment Advisory Services, Inc.

CLOSED

Shares0 from 253

Change-253 (-100%)

Value$0 (-$4.2K)

Filed 2026-10-13

Bangor Savings Bank

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$4.2K)

Filed 2026-10-06

Axiom Investment Management LLC

CLOSED

Shares0 from 163

Change-163 (-100%)

Value$0 (-$2.7K)

Filed 2026-11-03

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 89

Change-89 (-100%)

Value$0 (-$1.5K)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 13,979,935

Change-13,979,935 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 5,545,160

Change-5,545,160 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 3,010,801

Change-3,010,801 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,178,984

Change-2,178,984 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,829,861

Change-1,829,861 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,750,310

Change-1,750,310 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,585,101

Change-1,585,101 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,534,884

Change-1,534,884 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 1,514,050

Change-1,514,050 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,455,710

Change-1,455,710 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 1,438,078

Change-1,438,078 (-100%)

Value—

Estate Planners Group, LLC

N/A

Shares— from 1,363,819

Change-1,363,819 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 985,250

Change-985,250 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 839,521

Change-839,521 (-100%)

Value—

Mission Hills Financial Advisory, LLC

N/A

Shares— from 751,235

Change-751,235 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 713,369

Change-713,369 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 651,048

Change-651,048 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 608,146

Change-608,146 (-100%)

Value—

Cornerstone Advisory, LLC

N/A

Shares— from 501,259

Change-501,259 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 477,384

Change-477,384 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 465,415

Change-465,415 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 446,181

Change-446,181 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 431,148

Change-431,148 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 388,727

Change-388,727 (-100%)

Value—

Allium Financial Advisors, LLC

N/A

Shares— from 371,490

Change-371,490 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 367,398

Change-367,398 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 345,004

Change-345,004 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 320,522

Change-320,522 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 303,855

Change-303,855 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 284,734

Change-284,734 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 282,580

Change-282,580 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 279,565

Change-279,565 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 268,890

Change-268,890 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 266,894

Change-266,894 (-100%)

Value—

Wealth Care LLC

N/A

Shares— from 249,620

Change-249,620 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 243,163

Change-243,163 (-100%)

Value—

Beta Wealth Group, Inc.

N/A

Shares— from 224,187

Change-224,187 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 223,099

Change-223,099 (-100%)

Value—

Condor Capital Management

N/A

Shares— from 211,898

Change-211,898 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 191,186

Change-191,186 (-100%)

Value—

Morse Asset Management, Inc

N/A

Shares— from 190,532

Change-190,532 (-100%)

Value—

Catawba River Capital

N/A

Shares— from 182,885

Change-182,885 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 169,286

Change-169,286 (-100%)

Value—

Retirement Planning Group, LLC / NY

N/A

Shares— from 158,117

Change-158,117 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 156,723

Change-156,723 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 155,515

Change-155,515 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 147,976

Change-147,976 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 139,793

Change-139,793 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 137,604

Change-137,604 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 134,574

Change-134,574 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 125,119

Change-125,119 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 125,060

Change-125,060 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 123,637

Change-123,637 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 101,275

Change-101,275 (-100%)

Value—

&partners

N/A

Shares— from 99,200

Change-99,200 (-100%)

Value—

MorganRosel Wealth Management, LLC

N/A

Shares— from 96,943

Change-96,943 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 95,738

Change-95,738 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 95,446

Change-95,446 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 92,246

Change-92,246 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 87,070

Change-87,070 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 85,409

Change-85,409 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 81,936

Change-81,936 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 74,004

Change-74,004 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 72,852

Change-72,852 (-100%)

Value—

White Knight Strategic Wealth Advisors, LLC

N/A

Shares— from 72,817

Change-72,817 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 72,282

Change-72,282 (-100%)

Value—

Seaview Investment Managers LLC

N/A

Shares— from 69,738

Change-69,738 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 68,176

Change-68,176 (-100%)

Value—

Duncan Williams Asset Management, LLC

N/A

Shares— from 68,006

Change-68,006 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 66,991

Change-66,991 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 66,224

Change-66,224 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 65,877

Change-65,877 (-100%)

Value—

Significant Wealth Partners LLC

N/A

Shares— from 61,593

Change-61,593 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 60,886

Change-60,886 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 60,320

Change-60,320 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 57,558

Change-57,558 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 53,303

Change-53,303 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 51,039

Change-51,039 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 48,212

Change-48,212 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 48,192

Change-48,192 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 47,746

Change-47,746 (-100%)

Value—

Goldstone Financial Group, LLC

N/A

Shares— from 47,175

Change-47,175 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 46,840

Change-46,840 (-100%)

Value—

Mach-1 Financial Group, LLC

N/A

Shares— from 46,520

Change-46,520 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 45,854

Change-45,854 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 45,841

Change-45,841 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 41,410

Change-41,410 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 38,205

Change-38,205 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 36,681

Change-36,681 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 35,256

Change-35,256 (-100%)

Value—

Summitry LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 33,712

Change-33,712 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 33,588

Change-33,588 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 32,626

Change-32,626 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 32,245

Change-32,245 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 32,080

Change-32,080 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 31,559

Change-31,559 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 31,473

Change-31,473 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 29,008

Change-29,008 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 28,252

Change-28,252 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 27,039

Change-27,039 (-100%)

Value—

Alexander Labrunerie & Co., Inc.

N/A

Shares— from 26,461

Change-26,461 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 25,274

Change-25,274 (-100%)

Value—

Oxinas Partners, LLC

N/A

Shares— from 25,137

Change-25,137 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 24,792

Change-24,792 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 24,373

Change-24,373 (-100%)

Value—

Thomasville National Bank

N/A

Shares— from 23,250

Change-23,250 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 22,697

Change-22,697 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 22,025

Change-22,025 (-100%)

Value—

Disciplined Investments, LLC

N/A

Shares— from 21,037

Change-21,037 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 21,024

Change-21,024 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 20,413

Change-20,413 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 20,096

Change-20,096 (-100%)

Value—

Sfmg, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 19,820

Change-19,820 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 19,754

Change-19,754 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 19,000

Change-19,000 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 18,736

Change-18,736 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 18,730

Change-18,730 (-100%)

Value—

MWA Asset Management

N/A

Shares— from 18,625

Change-18,625 (-100%)

Value—

GHE, LLC

N/A

Shares— from 18,550

Change-18,550 (-100%)

Value—

Mathes Company, Inc.

N/A

Shares— from 18,474

Change-18,474 (-100%)

Value—

Stephens Inc

N/A

Shares— from 18,407

Change-18,407 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 18,283

Change-18,283 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 18,253

Change-18,253 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 17,506

Change-17,506 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 16,303

Change-16,303 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 15,916

Change-15,916 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 15,683

Change-15,683 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 14,573

Change-14,573 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 14,550

Change-14,550 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 14,455

Change-14,455 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 14,149

Change-14,149 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 14,026

Change-14,026 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 13,998

Change-13,998 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 13,824

Change-13,824 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 12,790

Change-12,790 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 12,634

Change-12,634 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 12,459

Change-12,459 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 12,417

Change-12,417 (-100%)

Value—

Yukon Wealth Management, Inc.

N/A

Shares— from 12,282

Change-12,282 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 12,110

Change-12,110 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11,842

Change-11,842 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 11,800

Change-11,800 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 11,753

Change-11,753 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 11,445

Change-11,445 (-100%)

Value—

Flatrock Wealth Partners LLC

N/A

Shares— from 10,760

Change-10,760 (-100%)

Value—

Financial Alternatives, Inc

N/A

Shares— from 10,437

Change-10,437 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 10,435

Change-10,435 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 10,075

Change-10,075 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 7,589

Change-7,589 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 7,497

Change-7,497 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 7,366

Change-7,366 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 6,784

Change-6,784 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 6,459

Change-6,459 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 6,294

Change-6,294 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 5,859

Change-5,859 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 5,091

Change-5,091 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 4,627

Change-4,627 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 3,615

Change-3,615 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 3,354

Change-3,354 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 3,234

Change-3,234 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 3,125

Change-3,125 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,730

Change-2,730 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 2,196

Change-2,196 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 2,158

Change-2,158 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2,091

Change-2,091 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2,044

Change-2,044 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 1,855

Change-1,855 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 1,773

Change-1,773 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1,762

Change-1,762 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 1,699

Change-1,699 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 1,291

Change-1,291 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 1,250

Change-1,250 (-100%)

Value—

Coston, McIsaac & Partners

N/A

Shares— from 1,172

Change-1,172 (-100%)

Value—

Walsh & Associates, LLC

N/A

Shares— from 569

Change-569 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 530

Change-530 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 475

Change-475 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 400

Change-400 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 300

Change-300 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 258

Change-258 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 222

Change-222 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 200

Change-200 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 80

Change-80 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1

Change-1 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 0

Change0

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	1,647,767	1,334,973	+312,794	+23%	$22.3M	$23.1K	-$22.3M	2026-11-02
TD Waterhouse Canada Inc.	INCREASED	1,392,511	1,385,039	+7,472	+1%	$23.2M	$19.8M	-$3.4M	2026-10-16
J.W. Cole Advisors, Inc.	DECREASED	1,380,831	1,510,792	-129,961	-9%	$25.2M	$19.4M	-$5.9M	2026-11-05
Cyndeo Wealth Partners, LLC	INCREASED	949,054	927,452	+21,602	+2%	$15.5M	$13.3M	-$2.2M	2026-10-16
Independent Financial Group, LLC	DECREASED	580,408	717,418	-137,010	-19%	$12.0M	$8.1M	-$3.8M	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	563,064	604,754	-41,690	-7%	$10.1M	$7.9M	-$2.2M	2026-11-02
Verus Capital Partners, LLC	INCREASED	559,535	459,841	+99,694	+22%	$7.7M	$7.9M	+$170.9K	2026-11-03
Noble Wealth Management PBC	DECREASED	524,175	537,557	-13,382	-2%	$9.0M	$7.4M	-$1.6M	2026-10-01
Avior Wealth Management, LLC	INCREASED	470,757	462,193	+8,564	+2%	$7.7M	$6.6M	-$1.1M	2026-10-13
Wealthcare Advisory Partners LLC	INCREASED	447,143	436,792	+10,351	+2%	$7.3M	$6.3M	-$1.0M	2026-10-21
Wagner Wealth Management, LLC	INCREASED	401,708	374,835	+26,873	+7%	$6.3M	$5.6M	-$623.8K	2026-10-21
Kestra Advisory Services, LLC	INCREASED	394,201	381,774	+12,427	+3%	$6.4M	$5.5M	-$845.0K	2026-11-02
Destiny Wealth Partners, LLC	INCREASED	385,275	227,585	+157,690	+69%	$3.6M	$5.6M	+$1.9M	2026-11-05
RFG Advisory, LLC	INCREASED	321,310	308,982	+12,328	+4%	$5.2M	$4.5M	-$652.0K	2026-11-03
Sentinel Advisory Group, LLC	INCREASED	317,815	306,398	+11,417	+4%	$5.1M	$4.5M	-$657.9K	2026-10-20
Capital Investment Advisory Services, LLC	DECREASED	245,495	246,800	-1,305	-1%	$4.1M	$3.4M	-$677.3K	2026-10-30
HB Wealth Management, LLC	NEW	226,400	—	+226,400	—	—	$3.2M	—	2026-10-23
Quarry Hill Advisors, LLC	INCREASED	207,017	198,527	+8,490	+4%	$3.3M	$2.9M	-$411.0K	2026-11-04
Shaker Financial Services, LLC	NEW	189,156	—	+189,156	—	—	$2.7M	—	2026-10-14
Thrivent Financial for Lutherans	INCREASED	182,547	169,590	+12,957	+8%	$2.8M	$2.6K	-$2.8M	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	175,627	174,295	+1,332	+1%	$2.9M	$2.5M	-$406.2K	2026-10-13
Smith Asset Management Co., LLC	DECREASED	159,036	160,826	-1,790	-1%	$2.7M	$2.2M	-$454.5K	2026-10-16
Focus Financial Network, Inc.	INCREASED	146,125	133,608	+12,517	+9%	$2.3M	$2.1M	-$176.7K	2026-10-14
Marks Group Wealth Management, Inc	INCREASED	139,835	85,175	+54,660	+64%	$1.4M	$2.0M	+$539.5K	2026-11-05
Flagship Private Wealth, LLC	DECREASED	132,656	158,534	-25,878	-16%	$2.6M	$1.9M	-$786.4K	2026-11-05
Tennessee Valley Asset Management Partners	DECREASED	131,946	134,000	-2,054	-2%	$2.2M	$1.9M	-$386.6K	2026-11-03
Gill Capital Partners, LLC	DECREASED	124,862	126,426	-1,564	-1%	$2.1M	$1.8M	-$359.5K	2026-10-13
Rareview Capital LLC	NEW	122,403	—	+122,403	—	—	$1.7M	—	2026-11-05
Elm3 Financial Group, LLC	DECREASED	113,980	128,874	-14,894	-12%	$2.2M	$1.6M	-$553.1K	2026-10-07
Means Investment Co., Inc.	INCREASED	108,353	107,978	+375	+0%	$1.8M	$1.5M	-$283.1K	2026-11-03
Truist Financial Corp	INCREASED	107,970	66,067	+41,903	+63%	$1.1M	$1.5M	+$411.5K	2026-10-30
Meadowbrook Wealth Management, LLC	DECREASED	107,760	110,570	-2,810	-3%	$1.8M	$1.5M	-$336.9K	2026-10-08
Wealthstar Advisors, LLC	INCREASED	107,034	107,025	+9	+0%	$1.8M	$1.5M	-$285.6K	2026-10-19
Wedbush Securities Inc	INCREASED	105,783	75,428	+30,355	+40%	$1.3M	$1.5K	-$1.3M	2026-10-22
AlphaStar Capital Management, LLC	DECREASED	104,804	109,664	-4,860	-4%	$1.8M	$1.5M	-$361.0K	2026-10-16
Riverbridge Partners LLC	NEW	101,195	—	+101,195	—	—	$1.4M	—	2026-11-05
MRA Advisory Group	INCREASED	100,739	98,079	+2,660	+3%	$1.6M	$1.4M	-$224.6K	2026-10-07
Farther Finance Advisors, LLC	DECREASED	99,056	141,329	-42,273	-30%	$2.4M	$1.4M	-$970.4K	2026-10-08
Evergreen Capital Management LLC	DECREASED	90,690	92,123	-1,433	-2%	$1.6M	$1.3M	-$266.4K	2026-10-23
AtlasMark Financial, Inc	INCREASED	89,787	72,139	+17,648	+24%	$1.2M	$1.3M	+$55.0K	2026-10-13
Mesirow Financial Investment Management, Inc.	NEW	88,647	—	+88,647	—	—	$1.2M	—	2026-11-05
Oppenheimer & Co Inc	INCREASED	84,946	57,439	+27,507	+48%	$959.2K	$1.2M	+$232.6K	2026-10-26
Parisi Gray Wealth Management	INCREASED	84,917	76,006	+8,911	+12%	$1.3M	$1.2M	-$77.9K	2026-10-16
TrueMark Investments, LLC	NEW	82,281	—	+82,281	—	—	$1.2M	—	2026-11-05
Lido Advisors, LLC	INCREASED	81,420	76,245	+5,175	+7%	$1.3M	$1.1M	-$145.1K	2026-11-04
HUB Investment Partners, LLC	INCREASED	80,477	80,453	+24	+0%	$1.3M	$1.1M	-$214.5K	2026-11-03
HF Advisory Group, LLC	INCREASED	74,937	69,328	+5,609	+8%	$1.2M	$1.1M	-$106.4K	2026-10-09
Fifth Third Bancorp	INCREASED	66,963	64,912	+2,051	+3%	$1.1M	$939.5K	-$144.5K	2026-11-05
Essential Investment Partners LLC	INCREASED	66,320	29,831	+36,489	+122%	$498.2K	$930.5K	+$432.3K	2026-10-27
Prospera Financial Services Inc	INCREASED	62,742	49,878	+12,864	+26%	$833.0K	$897.9K	+$64.9K	2026-11-04
Private Trust Co NA	DECREASED	62,616	68,536	-5,920	-9%	$1.1M	$878.5K	-$266.0K	2026-10-20
Benchmark Financial, LLC	INCREASED	61,600	59,542	+2,058	+3%	$994.4K	$864.2K	-$130.1K	2026-10-16
World Equity Group, Inc.	INCREASED	60,143	48,879	+11,264	+23%	$816.3K	$843.8K	+$27.5K	2026-10-14
Williams Jones Wealth Management, Llc.	DECREASED	59,910	74,532	-14,622	-20%	$1.2M	$840.5K	-$404.1K	2026-11-05
Rayburn West Financial Services LLC	DECREASED	56,833	56,923	-90	0%	$950.6K	$797.4K	-$153.2K	2026-11-03
Prairie Advisory, LLC	INCREASED	54,960	26,862	+28,098	+105%	$448.6K	$771.1K	+$322.5K	2026-10-19
CoreCap Advisors, LLC	INCREASED	54,559	50,008	+4,551	+9%	$835.1K	$765.5K	-$69.7K	2026-10-08
Harbor Investment Advisory, LLC	INCREASED	54,242	53,142	+1,100	+2%	$887.5K	$761.0K	-$126.5K	2026-10-13
First Heartland Consultants, Inc.	INCREASED	53,935	48,956	+4,979	+10%	$817.6K	$756.7K	-$60.9K	2026-10-08
Advisory Solutions Group, LLC	INCREASED	53,256	45,459	+7,797	+17%	$759.2K	$747.2K	-$12.0K	2026-10-14
Americana Partners, LLC	DECREASED	52,875	71,975	-19,100	-27%	$1.2M	$741.8K	-$460.1K	2026-10-28
Connecticut Wealth Management, LLC	UNCHANGED	52,792	52,792	0	0%	$881.6K	$740.7K	-$141.0K	2026-10-13
StoneX Group Inc.	INCREASED	52,149	29,830	+22,319	+75%	$504.4K	$770.5K	+$266.2K	2026-11-03
Traynor Capital Management, Inc.	DECREASED	46,099	50,093	-3,994	-8%	$836.5K	$646.8K	-$189.8K	2026-10-29
Choreo, LLC	INCREASED	45,427	31,746	+13,681	+43%	$532.6K	$641.4K	+$108.8K	2026-10-28
Sovran Advisors, LLC	INCREASED	44,399	44,226	+173	+0%	$710.7K	$636.2K	-$74.5K	2026-11-02
Scheeler Financial LLC	NEW	43,977	—	+43,977	—	—	$617.0K	—	2026-10-13
Diversify Advisory Services, LLC	DECREASED	42,227	44,312	-2,085	-5%	$703.7K	$607.2K	-$96.5K	2026-10-20
Diversify Wealth Management, LLC	DECREASED	42,227	44,312	-2,085	-5%	$703.7K	$607.2K	-$96.5K	2026-10-20
Creekside Partners	UNCHANGED	40,402	40,402	0	0%	$674.7K	$566.8K	-$107.9K	2026-11-04
Simplicity Wealth,LLC	NEW	40,290	—	+40,290	—	—	$565.3K	—	2026-10-23
Brookstone Capital Management	INCREASED	39,331	37,781	+1,550	+4%	$630.9K	$551.8K	-$79.1K	2026-10-22
Concurrent Investment Advisors, LLC	INCREASED	39,105	23,477	+15,628	+67%	$392.1K	$548.6K	+$156.6K	2026-10-16
Kaizen Financial Strategies	INCREASED	38,901	38,225	+676	+2%	$639.1K	$545.8K	-$93.3K	2026-10-09
IFP Advisors, Inc	INCREASED	38,628	37,633	+995	+3%	$628.5K	$542.0K	-$86.5K	2026-10-16
Sage Capital Advisors,llc	INCREASED	37,771	20,956	+16,815	+80%	$350.0K	$529.9K	+$180.0K	2026-10-13
Beacon Financial Advisory LLC	DECREASED	37,014	40,298	-3,284	-8%	$673.0K	$519.3K	-$153.7K	2026-10-16
Chicago Partners Investment Group LLC	INCREASED	36,993	26,764	+10,229	+38%	$430.4K	$529.4K	+$99.0K	2026-10-27
Certified Advisory Corp	INCREASED	36,638	31,029	+5,609	+18%	$518.2K	$514.0K	-$4.2K	2026-10-29
Creative Planning	DECREASED	36,546	47,889	-11,343	-24%	$799.7K	$512.7K	-$287.0K	2026-11-02
International Assets Investment Management, LLC	INCREASED	33,382	31,470	+1,912	+6%	$526.2K	$472.4K	-$53.8K	2026-11-02
Compound Planning, Inc.	DECREASED	31,889	33,010	-1,121	-3%	$551.3K	$447.4K	-$103.9K	2026-11-05
Ramiah Investment Group	DECREASED	31,854	33,320	-1,466	-4%	$556.4K	$446.9K	-$109.5K	2026-10-20
E&G Advisors, LLC	DECREASED	31,707	35,389	-3,682	-10%	$591.0K	$444.8K	-$146.1K	2026-10-13
Valeo Financial Advisors, LLC	INCREASED	30,220	30,045	+175	+1%	$501.7K	$424.0K	-$77.8K	2026-10-08
Capital CS Group, LLC	INCREASED	29,604	26,970	+2,634	+10%	$450.4K	$415.3K	-$35.1K	2026-10-29
Herold Advisors, Inc.	INCREASED	28,716	25,948	+2,768	+11%	$434.0K	$402.9K	-$31.1K	2026-10-19
Future Financial Wealth Managment LLC	INCREASED	28,672	23,995	+4,677	+19%	$385.8K	$402.3K	+$16.4K	2026-10-15
Apollon Wealth Management, LLC	INCREASED	28,414	24,707	+3,707	+15%	$412.6K	$398.6K	-$14.0K	2026-10-23
GenWealth Group, Inc.	INCREASED	27,735	27,137	+598	+2%	$453.2K	$389.1K	-$64.1K	2026-10-16
Summit Financial Wealth Advisors, LLC	UNCHANGED	26,119	26,119	0	0%	$436.2K	$366.5K	-$69.7K	2026-10-15
HBW Advisory Services LLC	DECREASED	25,632	25,787	-155	-1%	$430.6K	$359.6K	-$71.0K	2026-10-15
Fiduciary Alliance LLC	DECREASED	25,143	50,324	-25,181	-50%	$840.4K	$352.8K	-$487.7K	2026-10-13
Gilpin Wealth Management, LLC	INCREASED	24,829	7,006	+17,823	+254%	$117.0K	$348.4K	+$231.4K	2026-10-09
Sigma Planning Corp	DECREASED	23,205	25,094	-1,889	-8%	$419.5K	$329.8K	-$89.8K	2026-10-23
Venture Visionary Partners LLC	DECREASED	22,951	23,440	-489	-2%	$391.5K	$322.0K	-$69.4K	2026-10-07
Attessa Capital LLC	UNCHANGED	22,787	22,787	0	0%	$380.5K	$319.7K	-$60.8K	2026-10-09
Nicholas Hoffman & Company, Llc.	UNCHANGED	22,572	22,572	0	0%	$377.0K	$316.7K	-$60.3K	2026-10-30
Integrity Advisory Solutions, LLC	INCREASED	22,507	16,541	+5,966	+36%	$276.2K	$315.8K	+$39.5K	2026-10-29
Koshinski Asset Management, Inc.	UNCHANGED	22,136	22,136	0	0%	$369.7K	$310.6K	-$59.1K	2026-10-29
Accredited Investors Inc.	DECREASED	21,714	45,532	-23,818	-52%	$760.4K	$304.6K	-$455.7K	2026-11-03
Cornerstone Wealth Management, LLC	DECREASED	21,449	27,436	-5,987	-22%	$458.2K	$300.9K	-$157.2K	2026-11-04
PFG Advisors	NEW	21,007	—	+21,007	—	—	$294.7K	—	2026-10-16
Lavelle Capital LP	UNCHANGED	20,967	20,967	0	0%	$350.2K	$294.2K	-$56.0K	2026-11-03
Aviance Capital Partners, LLC	DECREASED	20,131	22,958	-2,827	-12%	$383.4K	$282.4K	-$101.0K	2026-10-29
Capital Investment Advisors, LLC	DECREASED	19,874	33,109	-13,235	-40%	$552.9K	$278.8K	-$274.1K	2026-10-22
Daymark Wealth Partners, LLC	NEW	19,828	—	+19,828	—	—	$278.2K	—	2026-11-04
Calamos Advisors LLC	NEW	19,412	—	+19,412	—	—	$272.4K	—	2026-11-02
Avidian Wealth Enterprises, LLC	UNCHANGED	19,194	19,194	0	0%	$320.5K	$269.3K	-$51.2K	2026-10-08
VestGen Advisors, LLC	UNCHANGED	18,827	18,827	0	0%	$314.4K	$264.1K	-$50.3K	2026-10-27
United Advisor Group, LLC	INCREASED	18,437	17,399	+1,038	+6%	$290.6K	$258.7K	-$31.9K	2026-11-03
Northwest Wealth Management, LLC	UNCHANGED	18,125	18,125	0	0%	$302.7K	$254.3K	-$48.4K	2026-10-30
Park Avenue Securities LLC	NEW	18,001	—	+18,001	—	—	$253	—	2026-10-26
Gradient Investments LLC	INCREASED	17,937	13,363	+4,574	+34%	$223.2K	$251.7K	+$28.5K	2026-10-08
Integrated Capital Management, Inc.	NEW	17,042	—	+17,042	—	—	$239.1K	—	2026-10-09
Samalin Investment Counsel, LLC	DECREASED	16,457	32,920	-16,463	-50%	$549.8K	$230.9K	-$318.9K	2026-10-23
Triumph Capital Management	INCREASED	16,095	14,386	+1,709	+12%	$240.2K	$225.8K	-$14.4K	2026-10-14
Walled Lake Planning & Wealth Management, LLC	NEW	15,893	—	+15,893	—	—	$223.0K	—	2026-10-29
Merkkuri Wealth Advisors LLC	UNCHANGED	15,839	15,839	0	0%	$264.5K	$222.2K	-$42.3K	2026-11-03
Mallini Complete Financial Planning LLC	DECREASED	15,792	22,128	-6,336	-29%	$369.6K	$221.6K	-$148.0K	2026-10-06
Kestra Private Wealth Services, LLC	DECREASED	15,271	16,210	-939	-6%	$270.7K	$214.3K	-$56.5K	2026-10-30
US Bancorp \de\	DECREASED	15,086	28,783	-13,697	-48%	$480.7K	$211.7K	-$269.0K	2026-11-05
Novem Group	DECREASED	15,001	24,098	-9,097	-38%	$402.4K	$210.5K	-$192.0K	2026-10-19
Abel Hall, LLC	UNCHANGED	15,000	15,000	0	0%	$250.5K	$210.5K	-$40.1K	2026-10-19
Investmark Advisory Group LLC	INCREASED	14,967	14,160	+807	+6%	$236.5K	$210.0K	-$26.5K	2026-10-27
Lanark Financial, Inc.	INCREASED	14,873	10,900	+3,973	+36%	$182.0K	$208.7K	+$26.6K	2026-10-26
CWC Advisors, Llc.	UNCHANGED	14,523	14,523	0	0%	$242.5K	$203.8K	-$38.8K	2026-10-15
Spire Wealth Management	DECREASED	14,475	14,776	-301	-2%	$246.8K	$203.1K	-$43.7K	2026-10-30
BCS Wealth Management	UNCHANGED	13,904	13,904	0	0%	$232.2K	$195.1K	-$37.1K	2026-11-03
Beverly Hills Private Wealth, LLC	UNCHANGED	13,824	13,824	0	0%	$230.9K	$193.9K	-$36.9K	2026-11-04
Almanack Investment Partners, Llc.	UNCHANGED	13,355	13,355	0	0%	$223.0K	$187.4K	-$35.7K	2026-11-03
Syverson Strege & Co	DECREASED	13,348	14,363	-1,015	-7%	$239.9K	$187.3K	-$52.6K	2026-11-02
Manchester Capital Management LLC	NEW	13,030	—	+13,030	—	—	$182.8K	—	2026-10-22
TopTier Wealth Management, LLC	UNCHANGED	13,021	13,021	0	0%	$217.5K	$182.7K	-$34.8K	2026-10-16
Naples Global Advisors, LLC	NEW	12,875	—	+12,875	—	—	$180.6K	—	2026-11-05
TPG Advisors LLC	DECREASED	12,848	17,365	-4,517	-26%	$290.0K	$180.3K	-$109.7K	2026-10-16
Elevation Point Wealth Partners, LLC	DECREASED	12,621	13,824	-1,203	-9%	$233.4K	$179.7K	-$53.7K	2026-11-05
Sound Income Strategies, LLC	INCREASED	12,593	12,327	+266	+2%	$205.9K	$180.5K	-$25.4K	2026-10-09
Kagan Cocozza Asset Management	UNCHANGED	12,376	12,376	0	0%	$206.7K	$173.6K	-$33.0K	2026-10-19
Concord Wealth Partners	INCREASED	12,333	11,828	+505	+4%	$197.5K	$173.0K	-$24.5K	2026-11-02
SeaCrest Wealth Management, LLC	INCREASED	12,210	10,396	+1,814	+17%	$173.6K	$171.3K	-$2.3K	2026-10-21
Firethorn Wealth Partners, LLC	INCREASED	12,210	11,721	+489	+4%	$195.7K	$171.3K	-$24.4K	2026-10-14
D.A. Davidson & Co.	DECREASED	12,204	14,357	-2,153	-15%	$239.8K	$171.2K	-$68.5K	2026-10-28
Signature Estate & Investment Advisors LLC	DECREASED	12,171	45,582	-33,411	-73%	$761.2K	$170.8K	-$590.5K	2026-10-13
Key Client Fiduciary Advisors, LLC	DECREASED	11,421	38,936	-27,515	-71%	$650.2K	$160.2K	-$490.0K	2026-10-19
Synergy Asset Management, LLC	UNCHANGED	10,917	10,917	0	0%	$182.3K	$153.2K	-$29.1K	2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	NEW	10,823	—	+10,823	—	—	$151.9K	—	2026-10-14
Strategic Blueprint, LLC	INCREASED	10,701	10,316	+385	+4%	$172.3K	$150.1K	-$22.2K	2026-10-22
M Holdings Securities, Inc.	NEW	10,291	—	+10,291	—	—	$149	—	2026-11-03
Fermata Advisors, LLC	NEW	10,084	—	+10,084	—	—	$141.5K	—	2026-10-13
Fiscal Wisdom Wealth Management, LLC	NEW	10,015	—	+10,015	—	—	$140.5K	—	2026-10-16
Parallel Advisors, LLC	UNCHANGED	7,877	7,877	0	0%	$131.5K	$110.5K	-$21.0K	2026-11-03
Larson Financial Group LLC	DECREASED	7,091	10,966	-3,875	-35%	$183.1K	$99.5K	-$83.7K	2026-11-05
Versant Capital Management, Inc	NEW	6,253	—	+6,253	—	—	$87.7K	—	2026-10-02
Advocate Investing Services LLC	UNCHANGED	5,800	5,800	0	0%	$96.9K	$81.4K	-$15.5K	2026-10-26
Golden State Wealth Management, LLC	INCREASED	5,624	5,506	+118	+2%	$92.0K	$78.9K	-$13.0K	2026-11-02
Transce3nd, LLC	NEW	5,622	—	+5,622	—	—	$79.4K	—	2026-10-26
FNY Investment Advisers, LLC	UNCHANGED	5,600	5,600	0	0%	$93	$78	-$15	2026-10-16
Ascentis Independent Advisors	NEW	4,784	—	+4,784	—	—	$67.1K	—	2026-11-03
First Horizon Corp	UNCHANGED	3,453	3,453	0	0%	$57.7K	$48.4K	-$9.2K	2026-10-26
CX Institutional	NEW	3,274	—	+3,274	—	—	$46	—	2026-10-02
Eastern Bank	UNCHANGED	3,000	3,000	0	0%	$50.1K	$42.1K	-$8.0K	2026-10-05
Pension & Wealth Management Advisors, Inc.	UNCHANGED	2,730	2,730	0	0%	$45.6K	$38.3K	-$7.3K	2026-10-16
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	1,840	1,840	0	0%	$30.7K	$25.8K	-$4.9K	2026-10-15
Compass Financial Management LLC	INCREASED	1,628	801	+827	+103%	$12.9K	$22.8K	+$9.9K	2026-10-30
Caldwell Trust Co	DECREASED	1,610	1,626	-16	-1%	$27.2K	$22.6K	-$4.6K	2026-10-30
Blue Trust, Inc.	INCREASED	1,376	1,320	+56	+4%	$22.0K	$19.3K	-$2.7K	2026-10-15
PFS Partners, LLC	UNCHANGED	1,375	1,375	0	0%	$23.0K	$19.3K	-$3.7K	2026-10-21
Cassaday & Co Wealth Management LLC	NEW	1,345	—	+1,345	—	—	$18.9K	—	2026-10-27
United Community Bank	NEW	1,309	—	+1,309	—	—	$18.4K	—	2026-10-28
Financial Management Professionals, Inc.	INCREASED	1,141	1,095	+46	+4%	$18.5K	$16.3K	-$2.3K	2026-10-23
EverSource Wealth Advisors, LLC	DECREASED	1,081	5,000	-3,919	-78%	$83.5K	$15.2K	-$68.3K	2026-11-04
Wilkerson Advisory Group LLC	INCREASED	1,078	1,034	+44	+4%	$17.3K	$15.1K	-$2.2K	2026-10-20
Avion Wealth	INCREASED	911	899	+12	+1%	$15.0K	$12	-$15.0K	2026-11-04
North Star Investment Management Corp.	UNCHANGED	900	900	0	0%	$15.0K	$12.6K	-$2.4K	2026-10-27
High Point Wealth Management, LLC	NEW	829	—	+829	—	—	$11.6K	—	2026-11-05
Signature Resources Capital Management, LLC	NEW	575	—	+575	—	—	$8.1K	—	2026-10-16
NBH Bank	NEW	410	—	+410	—	—	$5.8K	—	2026-11-05
Salomon & Ludwin, LLC	UNCHANGED	352	352	0	0%	$5.9K	$4.9K	-$946	2026-10-29
Gables Capital Management Inc.	UNCHANGED	275	275	0	0%	$4.6K	$3.9K	-$735	2026-11-04
Latitude Advisors, LLC	NEW	130	—	+130	—	—	$1.8K	—	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	100	100	0	0%	$1.7K	$1.4K	-$267	2026-10-19
Markowski Investments	UNCHANGED	81	81	0	0%	$1.4K	$1.1K	-$217	2026-10-30
Holos Integrated Wealth LLC	INCREASED	74	70	+4	+6%	$1.2K	$1.0K	-$124	2026-10-23
Aspect Partners, LLC	DECREASED	21	1,436	-1,415	-99%	$24.0K	$301	-$23.7K	2026-10-20
MassMutual Private Wealth & Trust, FSB	UNCHANGED	4	4	0	0%	$67	$56	-$11	2026-10-05
Jacobi Capital Management LLC	NEW	1	—	+1	—	—	$18	—	2026-11-05
Bensler, LLC	CLOSED	0	566,940	-566,940	-100%	$9.5M	$0	-$9.5M	2026-11-05
LifeWealth Investments, LLC	CLOSED	0	362,648	-362,648	-100%	$6.1M	$0	-$6.1M	2026-10-21
Anchor Capital Management Group Inc	CLOSED	0	84,300	-84,300	-100%	$1.4M	$0	-$1.4M	2026-11-02
Outlook Wealth Advisors, LLC	CLOSED	0	52,723	-52,723	-100%	$880.5K	$0	-$880.5K	2026-10-28
Verity Asset Management, Inc.	CLOSED	0	48,739	-48,739	-100%	$813.9K	$0	-$813.9K	2026-10-30
First Growth Capital LLC	CLOSED	0	45,184	-45,184	-100%	$754.6K	$0	-$754.6K	2026-10-15
Lewis Asset Management, LLC	CLOSED	0	33,369	-33,369	-100%	$557.3K	$0	-$557.3K	2026-10-14
Clear Creek Financial Management, LLC	CLOSED	0	23,320	-23,320	-100%	$389.4K	$0	-$389.4K	2026-10-28
Lifestyle Asset Management, Inc.	CLOSED	0	17,892	-17,892	-100%	$298.8K	$0	-$298.8K	2026-10-20
AdvisorNet Financial, Inc	CLOSED	0	17,128	-17,128	-100%	$286.0K	$0	-$286.0K	2026-10-15
Certior Financial Group, LLC	CLOSED	0	15,757	-15,757	-100%	$263.1K	$0	-$263.1K	2026-10-19
Kingswood Wealth Advisors, LLC	CLOSED	0	14,517	-14,517	-100%	$242.4K	$0	-$242.4K	2026-10-23
Patriot Financial Group Insurance Agency, LLC	CLOSED	0	13,757	-13,757	-100%	$229.7K	$0	-$229.7K	2026-10-14
Silverleafe Capital Partners, LLC	CLOSED	0	13,637	-13,637	-100%	$227.7K	$0	-$227.7K	2026-10-02
Wesbanco Bank Inc	CLOSED	0	13,329	-13,329	-100%	$222.6K	$0	-$222.6K	2026-11-04
Keystone Wealth Services, LLC	CLOSED	0	12,315	-12,315	-100%	$205.7K	$0	-$205.7K	2026-11-03
Mezzasalma Advisors, LLC	CLOSED	0	11,742	-11,742	-100%	$196.1K	$0	-$196.1K	2026-10-14
Assetmark, Inc	CLOSED	0	5,268	-5,268	-100%	$88.0K	$0	-$88.0K	2026-10-21
GHP Investment Advisors, Inc.	CLOSED	0	2,982	-2,982	-100%	$49.8K	$0	-$49.8K	2026-10-15
Country Trust Bank	CLOSED	0	1,000	-1,000	-100%	$16.7K	$0	-$16.7K	2026-10-30
LifeSteps Financial, Inc.	CLOSED	0	1,000	-1,000	-100%	$16.7K	$0	-$16.7K	2026-10-15
Cape Investment Advisory, Inc.	CLOSED	0	962	-962	-100%	$16.1K	$0	-$16.1K	2026-10-13
Key FInancial Inc	CLOSED	0	500	-500	-100%	$8.4K	$0	-$8.4K	2026-11-02
Whipplewood Advisors, LLC	CLOSED	0	500	-500	-100%	$8.4K	$0	-$8.4K	2026-10-20
Salem Investment Counselors Inc	CLOSED	0	450	-450	-100%	$7.6K	$0	-$7.6K	2026-10-13
Strengthening Families & Communities, LLC	CLOSED	0	342	-342	-100%	$5.7K	$0	-$5.7K	2026-10-21
Beacon Investment Advisory Services, Inc.	CLOSED	0	253	-253	-100%	$4.2K	$0	-$4.2K	2026-10-13
Bangor Savings Bank	CLOSED	0	250	-250	-100%	$4.2K	$0	-$4.2K	2026-10-06
Axiom Investment Management LLC	CLOSED	0	163	-163	-100%	$2.7K	$0	-$2.7K	2026-11-03
JFS Wealth Advisors, LLC	CLOSED	0	89	-89	-100%	$1.5K	$0	-$1.5K	2026-11-03
Morgan Stanley	N/A	—	13,979,935	-13,979,935	-100%	$233.5M	—	—	—
LPL Financial LLC	N/A	—	5,545,160	-5,545,160	-100%	$92.6M	—	—	—
Bank of America Corp	N/A	—	3,010,801	-3,010,801	-100%	$50.3M	—	—	—
Cetera Investment Advisers	N/A	—	2,178,984	-2,178,984	-100%	$36.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,829,861	-1,829,861	-100%	$30.6M	—	—	—
UBS Group AG	N/A	—	1,750,310	-1,750,310	-100%	$29.2M	—	—	—
Raymond James Financial Inc	N/A	—	1,585,101	-1,585,101	-100%	$26.5M	—	—	—
Wells Fargo & Company	N/A	—	1,534,884	-1,534,884	-100%	$25.6M	—	—	—
Cohen & Steers, Inc.	N/A	—	1,514,050	-1,514,050	-100%	$25.3M	—	—	—
Royal Bank of Canada	N/A	—	1,455,710	-1,455,710	-100%	$24.3M	—	—	—
PFG Investments, LLC	N/A	—	1,438,078	-1,438,078	-100%	$24.0M	—	—	—
Estate Planners Group, LLC	N/A	—	1,363,819	-1,363,819	-100%	$22.8M	—	—	—
Cerity Partners LLC	N/A	—	985,250	-985,250	-100%	$16.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	839,521	-839,521	-100%	$14.0M	—	—	—
Mission Hills Financial Advisory, LLC	N/A	—	751,235	-751,235	-100%	$12.5M	—	—	—
Private Advisor Group, LLC	N/A	—	713,369	-713,369	-100%	$11.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	651,048	-651,048	-100%	$10.9M	—	—	—
Guggenheim Capital LLC	N/A	—	608,146	-608,146	-100%	$10.2M	—	—	—
Cornerstone Advisory, LLC	N/A	—	501,259	-501,259	-100%	$8.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	477,384	-477,384	-100%	$8.0M	—	—	—
Summit Financial, LLC	N/A	—	465,415	-465,415	-100%	$7.9M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	446,181	-446,181	-100%	$7.5M	—	—	—
NewEdge Advisors, LLC	N/A	—	431,148	-431,148	-100%	$7.2M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	388,727	-388,727	-100%	$6.5M	—	—	—
Allium Financial Advisors, LLC	N/A	—	371,490	-371,490	-100%	$6.2M	—	—	—
HighTower Advisors, LLC	N/A	—	367,398	-367,398	-100%	$6.1M	—	—	—
AE Wealth Management LLC	N/A	—	345,004	-345,004	-100%	$5.8M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	320,522	-320,522	-100%	$5.4M	—	—	—
Principal Securities, Inc.	N/A	—	303,855	-303,855	-100%	$5.1M	—	—	—
Logan Stone Capital, LLC	N/A	—	284,734	-284,734	-100%	$4.8M	—	—	—
Alliancebernstein L.P.	N/A	—	282,580	-282,580	-100%	$4.8M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	279,565	-279,565	-100%	$4.7M	—	—	—
Icon Advisers Inc	N/A	—	268,890	-268,890	-100%	$4.5M	—	—	—
Arax Advisory Partners	N/A	—	266,894	-266,894	-100%	$4.5M	—	—	—
Wealth Care LLC	N/A	—	249,620	-249,620	-100%	$4.2M	—	—	—
Bank of Montreal	N/A	—	243,163	-243,163	-100%	$4.1M	—	—	—
Beta Wealth Group, Inc.	N/A	—	224,187	-224,187	-100%	$3.7M	—	—	—
XTX Topco Ltd	N/A	—	223,099	-223,099	-100%	$3.7M	—	—	—
Condor Capital Management	N/A	—	211,898	-211,898	-100%	$3.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	191,186	-191,186	-100%	$3.2M	—	—	—
Morse Asset Management, Inc	N/A	—	190,532	-190,532	-100%	$3.2M	—	—	—
Catawba River Capital	N/A	—	182,885	-182,885	-100%	$3.1M	—	—	—
Cary Street Partners Financial LLC	N/A	—	169,286	-169,286	-100%	$2.8M	—	—	—
Retirement Planning Group, LLC / NY	N/A	—	158,117	-158,117	-100%	$2.7M	—	—	—
Savant Capital, LLC	N/A	—	156,723	-156,723	-100%	$2.6M	—	—	—
World Investment Advisors	N/A	—	155,515	-155,515	-100%	$2.7M	—	—	—
Stifel Financial Corp	N/A	—	147,976	-147,976	-100%	$2.5M	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	139,793	-139,793	-100%	$2.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	137,604	-137,604	-100%	$2.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	134,574	-134,574	-100%	$2.2M	—	—	—
Kovack Advisors, Inc.	N/A	—	125,119	-125,119	-100%	$2.1M	—	—	—
IFG Advisory, LLC	N/A	—	125,060	-125,060	-100%	$2.1M	—	—	—
Insigneo Advisory Services, LLC	N/A	—	123,637	-123,637	-100%	$2.1M	—	—	—
Mariner, LLC	N/A	—	101,275	-101,275	-100%	$1.7M	—	—	—
&partners	N/A	—	99,200	-99,200	-100%	$1.7M	—	—	—
MorganRosel Wealth Management, LLC	N/A	—	96,943	-96,943	-100%	$1.6M	—	—	—
MAI Capital Management	N/A	—	95,738	-95,738	-100%	$1.6M	—	—	—
Tradition Wealth Management, LLC	N/A	—	95,446	-95,446	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	92,246	-92,246	-100%	$1.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	87,070	-87,070	-100%	$1.5M	—	—	—
Cresset Asset Management, LLC	N/A	—	85,409	-85,409	-100%	$1.4M	—	—	—
Western Wealth Management, LLC	N/A	—	81,936	-81,936	-100%	$1.4M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	74,004	-74,004	-100%	$1.2M	—	—	—
Baird Financial Group, Inc.	N/A	—	72,852	-72,852	-100%	$1.2M	—	—	—
White Knight Strategic Wealth Advisors, LLC	N/A	—	72,817	-72,817	-100%	$1.2M	—	—	—
CIBC World Market Inc.	N/A	—	72,282	-72,282	-100%	$1.2M	—	—	—
Seaview Investment Managers LLC	N/A	—	69,738	-69,738	-100%	$1.2M	—	—	—
Scotia Capital Inc.	N/A	—	68,176	-68,176	-100%	$1.1M	—	—	—
Duncan Williams Asset Management, LLC	N/A	—	68,006	-68,006	-100%	$1.1M	—	—	—
Navis Wealth Advisors, LLC	N/A	—	66,991	-66,991	-100%	$1.1M	—	—	—
Captrust Financial Advisors	N/A	—	66,224	-66,224	-100%	$1.1M	—	—	—
IHT Wealth Management, LLC	N/A	—	65,877	-65,877	-100%	$1.1M	—	—	—
Significant Wealth Partners LLC	N/A	—	61,593	-61,593	-100%	$1.0M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	60,886	-60,886	-100%	$1.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	60,320	-60,320	-100%	$1.0M	—	—	—
Brown Advisory Inc	N/A	—	57,558	-57,558	-100%	$961.2K	—	—	—
Merit Financial Group, LLC	N/A	—	53,303	-53,303	-100%	$890.2K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	51,039	-51,039	-100%	$852.4K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	48,212	-48,212	-100%	$805.1K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	48,192	-48,192	-100%	$804.8K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	47,746	-47,746	-100%	$797.4K	—	—	—
Goldstone Financial Group, LLC	N/A	—	47,175	-47,175	-100%	$787.8K	—	—	—
IEQ Capital, LLC	N/A	—	46,840	-46,840	-100%	$782.2K	—	—	—
Mach-1 Financial Group, LLC	N/A	—	46,520	-46,520	-100%	$776.9K	—	—	—
Maridea Wealth Management LLC	N/A	—	45,854	-45,854	-100%	$765.8K	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	45,841	-45,841	-100%	$765.5K	—	—	—
Benjamin Edwards Inc	N/A	—	41,410	-41,410	-100%	$691.5K	—	—	—
NewEdge Wealth, LLC	N/A	—	38,205	-38,205	-100%	$638.0K	—	—	—
BFC Planning, Inc.	N/A	—	36,681	-36,681	-100%	$612.6K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	35,256	-35,256	-100%	$588.8K	—	—	—
Summitry LLC	N/A	—	35,000	-35,000	-100%	$584.5K	—	—	—
Ameriflex Group, Inc.	N/A	—	33,712	-33,712	-100%	$563.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	33,588	-33,588	-100%	$560.9K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	32,626	-32,626	-100%	$544.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	32,245	-32,245	-100%	$538.5K	—	—	—
Harbour Investments, Inc.	N/A	—	32,080	-32,080	-100%	$535.7K	—	—	—
Cura Wealth Advisors, LLC	N/A	—	31,559	-31,559	-100%	$527.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	31,473	-31,473	-100%	$525.6K	—	—	—
National Bank of Canada	N/A	—	29,008	-29,008	-100%	$484.1K	—	—	—
Focus Partners Wealth	N/A	—	28,252	-28,252	-100%	$472.2K	—	—	—
WCG Wealth Advisors LLC	N/A	—	27,039	-27,039	-100%	$451.5K	—	—	—
Alexander Labrunerie & Co., Inc.	N/A	—	26,461	-26,461	-100%	$441.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	25,274	-25,274	-100%	$422.1K	—	—	—
Oxinas Partners, LLC	N/A	—	25,137	-25,137	-100%	$419.8K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	24,792	-24,792	-100%	$414.0K	—	—	—
First Foundation Advisors	N/A	—	24,373	-24,373	-100%	$407.0K	—	—	—
Thomasville National Bank	N/A	—	23,250	-23,250	-100%	$388.3K	—	—	—
Two Sigma Securities, LLC	N/A	—	22,697	-22,697	-100%	$379.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	22,025	-22,025	-100%	$367.8K	—	—	—
Disciplined Investments, LLC	N/A	—	21,037	-21,037	-100%	$351.3K	—	—	—
Allworth Financial LP	N/A	—	21,024	-21,024	-100%	$351.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	20,413	-20,413	-100%	$340.9K	—	—	—
AQR Capital Management LLC	N/A	—	20,096	-20,096	-100%	$335.6K	—	—	—
Sfmg, LLC	N/A	—	20,000	-20,000	-100%	$334.0K	—	—	—
Savvy Advisors, Inc.	N/A	—	19,820	-19,820	-100%	$331.0K	—	—	—
Quantinno Capital Management LP	N/A	—	19,754	-19,754	-100%	$329.9K	—	—	—
Mutual Advisors, LLC	N/A	—	19,000	-19,000	-100%	$317.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	18,736	-18,736	-100%	$312.9K	—	—	—
Readystate Asset Management LP	N/A	—	18,730	-18,730	-100%	$312.8K	—	—	—
MWA Asset Management	N/A	—	18,625	-18,625	-100%	$311.0K	—	—	—
GHE, LLC	N/A	—	18,550	-18,550	-100%	$309.8K	—	—	—
Mathes Company, Inc.	N/A	—	18,474	-18,474	-100%	$309.0K	—	—	—
Stephens Inc	N/A	—	18,407	-18,407	-100%	$307.4K	—	—	—
WealthTrust Axiom LLC	N/A	—	18,283	-18,283	-100%	$305.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	18,253	-18,253	-100%	$304.8K	—	—	—
Waverly Advisors, LLC	N/A	—	17,506	-17,506	-100%	$292.4K	—	—	—
Hollencrest Capital Management	N/A	—	16,303	-16,303	-100%	$272.3K	—	—	—
Melfa Wealth Management, Inc.	N/A	—	15,916	-15,916	-100%	$265.8K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	15,683	-15,683	-100%	$261.9K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	14,573	-14,573	-100%	$243.4K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	14,550	-14,550	-100%	$243.0K	—	—	—
Regal Investment Advisors LLC	N/A	—	14,455	-14,455	-100%	$241.4K	—	—	—
Boothbay Fund Management, LLC	N/A	—	14,149	-14,149	-100%	$236.3K	—	—	—
Level Four Advisory Services, LLC	N/A	—	14,026	-14,026	-100%	$234.2K	—	—	—
EP Wealth Advisors, LLC	N/A	—	13,998	-13,998	-100%	$233.8K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	13,824	-13,824	-100%	$230.9K	—	—	—
Advisors Asset Management, Inc.	N/A	—	12,790	-12,790	-100%	$213.6K	—	—	—
GWN Securities Inc.	N/A	—	12,634	-12,634	-100%	$211.0K	—	—	—
M&T Bank Corp	N/A	—	12,459	-12,459	-100%	$208.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	12,417	-12,417	-100%	$207.4K	—	—	—
Yukon Wealth Management, Inc.	N/A	—	12,282	-12,282	-100%	$205.1K	—	—	—
Snowden Capital Advisors LLC	N/A	—	12,110	-12,110	-100%	$204.9K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11,842	-11,842	-100%	$197.8K	—	—	—
Wellington-Altus USA Inc.	N/A	—	11,800	-11,800	-100%	$201.9K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	11,753	-11,753	-100%	$196.3K	—	—	—
Fortis Group Advisors, LLC	N/A	—	11,445	-11,445	-100%	$191.1K	—	—	—
Flatrock Wealth Partners LLC	N/A	—	10,760	-10,760	-100%	$182.1K	—	—	—
Financial Alternatives, Inc	N/A	—	10,437	-10,437	-100%	$174.3K	—	—	—
BlackRock, Inc.	N/A	—	10,435	-10,435	-100%	$174.3K	—	—	—
Oxbow Advisors, LLC	N/A	—	10,075	-10,075	-100%	$168.3K	—	—	—
Nomura Holdings Inc	N/A	—	10,000	-10,000	-100%	$167.0K	—	—	—
Centaurus Financial, Inc.	N/A	—	7,589	-7,589	-100%	$127.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	7,497	-7,497	-100%	$125.2K	—	—	—
Bessemer Group Inc	N/A	—	7,366	-7,366	-100%	$123.0K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	6,784	-6,784	-100%	$113.3K	—	—	—
Webster Bank, N. A.	N/A	—	6,459	-6,459	-100%	$107.9K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	6,294	-6,294	-100%	$105.1K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	5,859	-5,859	-100%	$97.8K	—	—	—
Vision Retirement, LLC	N/A	—	5,091	-5,091	-100%	$85.0K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	4,627	-4,627	-100%	$77.3K	—	—	—
ST Germain D J Co Inc	N/A	—	3,615	-3,615	-100%	$60.4K	—	—	—
Bogart Wealth, LLC	N/A	—	3,354	-3,354	-100%	$56.0K	—	—	—
Sankala Group LLC	N/A	—	3,234	-3,234	-100%	$49.0K	—	—	—
Nova Wealth Management, Inc.	N/A	—	3,125	-3,125	-100%	$52.2K	—	—	—
Huntington National Bank	N/A	—	2,730	-2,730	-100%	$45.6K	—	—	—
LRI Investments, LLC	N/A	—	2,196	-2,196	-100%	$36.7K	—	—	—
Raffa Wealth Management, LLC	N/A	—	2,158	-2,158	-100%	$36.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2,091	-2,091	-100%	$34.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	2,044	-2,044	-100%	$34.0K	—	—	—
Heritage Wealth Advisors	N/A	—	2,000	-2,000	-100%	$33.4K	—	—	—
Rothschild Investment LLC	N/A	—	2,000	-2,000	-100%	$33.4K	—	—	—
Delta Asset Management LLC	N/A	—	1,855	-1,855	-100%	$31.0K	—	—	—
Allied Private Wealth LLC	N/A	—	1,773	-1,773	-100%	$29.6K	—	—	—
SHP Wealth Management	N/A	—	1,762	-1,762	-100%	$29.4K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	1,699	-1,699	-100%	$28.4K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	1,400	-1,400	-100%	$23.4K	—	—	—
Evelyn Partners Group Ltd	N/A	—	1,291	-1,291	-100%	$21.6K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	1,250	-1,250	-100%	$20.9K	—	—	—
Coston, McIsaac & Partners	N/A	—	1,172	-1,172	-100%	$19	—	—	—
Walsh & Associates, LLC	N/A	—	569	-569	-100%	$9.5K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	530	-530	-100%	$8.9K	—	—	—
HM Payson & Co	N/A	—	475	-475	-100%	$7.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	400	-400	-100%	$6.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	300	-300	-100%	$5.0K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	258	-258	-100%	$4.3K	—	—	—
Swan Capital LLC	N/A	—	222	-222	-100%	$3.7K	—	—	—
Roble, Belko & Company, Inc	N/A	—	200	-200	-100%	$3	—	—	—
LGT Financial Advisors LLC	N/A	—	94	-94	-100%	$1.6K	—	—	—
Capital Analysts, LLC	N/A	—	94	-94	-100%	$2	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	80	-80	-100%	$1.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	1	-1	-100%	$17	—	—	—
Boreal Capital Management LLC	N/A	—	0	0	—	$588.6K	—	—	—

Showing 409 of 409 institutions