Proshares Large Cap Core PLU (CSM)

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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B. Riley Wealth Advisors, Inc.

INCREASED

Shares182,748 from 162,845

Change+19,903 (+12%)

Value$15.9M (+$2.1M)

Filed 2026-10-13

Waterfront Wealth Inc.

INCREASED

Shares147,172 from 140,866

Change+6,306 (+4%)

Value$12.9M (+$691.6K)

Filed 2026-11-03

Onyx Bridge Wealth Group LLC

DECREASED

Shares114,469 from 114,928

Change-459 (0%)

Value$9.9M (+$140.1K)

Filed 2026-10-16

Bank of New York Mellon Corp

INCREASED

Shares62,553 from 61,728

Change+825 (+1%)

Value$5.4M (+$168.2K)

Filed 2026-11-05

Legacy Private Trust Co.

DECREASED

Shares50,801 from 51,526

Change-725 (-1%)

Value$4.4M (+$17.7K)

Filed 2026-10-06

Gill Capital Partners, LLC

DECREASED

Shares38,114 from 43,670

Change-5,556 (-13%)

Value$3.3M (-$413.8K)

Filed 2026-10-13

Manchester Financial Inc

INCREASED

Shares36,492 from 34,819

Change+1,673 (+5%)

Value$3.2M (+$199.7K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares35,351 from 34,283

Change+1,068 (+3%)

Value$3.1M (+$146.3K)

Filed 2026-11-02

HCR Wealth Advisors

UNCHANGED

Shares25,714 from 25,714

Change0 (0%)

Value$2.2M (+$40.3K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares18,569 from 18,709

Change-140 (-1%)

Value$1.6K (-$1.6M)

Filed 2026-11-02

Elmwood Wealth Management, Inc.

UNCHANGED

Shares13,881 from 13,881

Change0 (0%)

Value$1.2M (+$21.7K)

Filed 2026-10-14

Evergreen Capital Management LLC

DECREASED

Shares13,326 from 13,552

Change-226 (-2%)

Value$1.2M (+$1.6K)

Filed 2026-10-23

Wedbush Securities Inc

INCREASED

Shares11,849 from 11,848

Change+1 (+0%)

Value$1.0K (-$1.0M)

Filed 2026-10-22

Prospera Financial Services Inc

INCREASED

Shares11,405 from 9,337

Change+2,068 (+22%)

Value$986.2K (+$189.9K)

Filed 2026-11-04

Patten Group, Inc.

DECREASED

Shares11,209 from 17,562

Change-6,353 (-36%)

Value$972.7K (-$523.8K)

Filed 2026-10-26

SeaCrest Wealth Management, LLC

DECREASED

Shares9,977 from 10,192

Change-215 (-2%)

Value$865.8K (-$2.7K)

Filed 2026-10-21

Partners Wealth Management, LLC

NEW

Shares9,947

Change+9,947

Value$863.2K

Filed 2026-10-28

Prosperity Financial Group, Inc.

UNCHANGED

Shares9,480 from 9,480

Change0 (0%)

Value$822.7K (+$14.9K)

Filed 2026-10-29

QTR Family Wealth, LLC

DECREASED

Shares8,617 from 8,905

Change-288 (-3%)

Value$747.8K (-$11.0K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares6,693 from 7,284

Change-591 (-8%)

Value$580.9K (-$39.8K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

INCREASED

Shares6,365 from 6,360

Change+5 (+0%)

Value$552.4K (+$10.4K)

Filed 2026-11-05

WealthPLAN Partners, LLC

INCREASED

Shares6,139 from 6,137

Change+2 (+0%)

Value$532.7K (+$9.7K)

Filed 2026-10-15

Soundwatch Capital LLC

UNCHANGED

Shares5,992 from 5,992

Change0 (0%)

Value$524.4K (+$13.8K)

Filed 2026-11-04

Willow Creek Wealth Management Inc.

DECREASED

Shares5,513 from 5,622

Change-109 (-2%)

Value$478.5K (-$622)

Filed 2026-10-26

Oppenheimer & Co Inc

DECREASED

Shares4,489 from 7,243

Change-2,754 (-38%)

Value$389.6K (-$227.7K)

Filed 2026-10-26

Commonwealth Financial Services, LLC

DECREASED

Shares4,461 from 5,335

Change-874 (-16%)

Value$387.1K (-$67.5K)

Filed 2026-10-20

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares4,262 from 4,262

Change0 (0%)

Value$369.9K (+$6.7K)

Filed 2026-10-23

Intrua Financial, LLC

UNCHANGED

Shares4,157 from 4,157

Change0 (0%)

Value$360.7K (+$6.5K)

Filed 2026-10-28

Wealthcare Advisory Partners LLC

UNCHANGED

Shares4,030 from 4,030

Change0 (0%)

Value$349.7K (+$6.3K)

Filed 2026-10-21

MGO One Seven LLC

NEW

Shares3,703

Change+3,703

Value$321.3K

Filed 2026-10-28

Wealth Effects LLC

UNCHANGED

Shares3,203 from 3,203

Change0 (0%)

Value$278.0K (+$5.0K)

Filed 2026-10-23

Evermay Wealth Management LLC

UNCHANGED

Shares2,942 from 2,942

Change0 (0%)

Value$255.3K (+$4.6K)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares2,846 from 2,846

Change0 (0%)

Value$247.0K (+$4.5K)

Filed 2026-11-05

JBR Co Financial Management Inc

UNCHANGED

Shares2,720 from 2,720

Change0 (0%)

Value$231.7K (-$112)

Filed 2026-10-13

Focus Financial Network, Inc.

INCREASED

Shares2,641 from 2,637

Change+4 (+0%)

Value$229.1K (+$4.4K)

Filed 2026-10-14

RDA Financial Network

DECREASED

Shares2,549 from 2,550

Change-1 (0%)

Value$221.2K (+$3.9K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,493 from 2,462

Change+31 (+1%)

Value$219.1K (+$6.0K)

Filed 2026-10-13

Private Trust Co NA

DECREASED

Shares1,918 from 1,986

Change-68 (-3%)

Value$166.4K (-$2.8K)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares1,745 from 1,745

Change0 (0%)

Value$151.4K (+$2.7K)

Filed 2026-11-05

Sage Mountain Advisors LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$95.5K (+$1.7K)

Filed 2026-11-02

Jnba Financial Advisors

UNCHANGED

Shares1,011 from 1,011

Change0 (0%)

Value$87.7K (+$1.6K)

Filed 2026-11-03

First Pacific Financial

DECREASED

Shares428 from 449

Change-21 (-5%)

Value$37.1K (-$1.1K)

Filed 2026-10-14

Silver Grove Financial Group, Inc.

UNCHANGED

Shares412 from 412

Change0 (0%)

Value$35.8K (+$645)

Filed 2026-11-05

WPG Advisers, LLC

UNCHANGED

Shares352 from 352

Change0 (0%)

Value$30.5K (+$551)

Filed 2026-10-27

West Branch Capital LLC

UNCHANGED

Shares207 from 207

Change0 (0%)

Value$18.0K (+$324)

Filed 2026-10-20

Toth Financial Advisory Corp

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$15.6K (+$282)

Filed 2026-10-08

AlphaCore Capital LLC

NEW

Shares104

Change+104

Value$9.0K

Filed 2026-11-04

Nfsg Corp

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$3.0K (+$54)

Filed 2026-10-15

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$348 (+$7)

Filed 2026-10-23

Morgan Stanley

N/A

Shares— from 835,854

Change-835,854 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 382,408

Change-382,408 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 254,981

Change-254,981 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 95,565

Change-95,565 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 93,070

Change-93,070 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 85,749

Change-85,749 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 70,162

Change-70,162 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 63,269

Change-63,269 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 52,318

Change-52,318 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 49,131

Change-49,131 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 48,300

Change-48,300 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 42,374

Change-42,374 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 33,144

Change-33,144 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 32,589

Change-32,589 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 29,660

Change-29,660 (-100%)

Value—

Duncan Williams Asset Management, LLC

N/A

Shares— from 29,276

Change-29,276 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 21,520

Change-21,520 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 19,744

Change-19,744 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 19,581

Change-19,581 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 19,382

Change-19,382 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,712

Change-18,712 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 14,474

Change-14,474 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 13,742

Change-13,742 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 12,510

Change-12,510 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,433

Change-12,433 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 9,902

Change-9,902 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 8,670

Change-8,670 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 7,644

Change-7,644 (-100%)

Value—

FMR LLC

N/A

Shares— from 7,408

Change-7,408 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 7,027

Change-7,027 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,843

Change-6,843 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 6,737

Change-6,737 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,683

Change-6,683 (-100%)

Value—

Bienville Capital Management, LLC

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 5,610

Change-5,610 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 5,197

Change-5,197 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 5,001

Change-5,001 (-100%)

Value—

Kelman-Lazarov, Inc.

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 4,745

Change-4,745 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 4,396

Change-4,396 (-100%)

Value—

Stephens Inc

N/A

Shares— from 4,219

Change-4,219 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,145

Change-4,145 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 3,985

Change-3,985 (-100%)

Value—

Werba Rubin Papier Wealth Management

N/A

Shares— from 3,473

Change-3,473 (-100%)

Value—

LeClair Wealth Partners LLC

N/A

Shares— from 3,426

Change-3,426 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 3,364

Change-3,364 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 3,330

Change-3,330 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 3,272

Change-3,272 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 2,943

Change-2,943 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 2,753

Change-2,753 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 2,662

Change-2,662 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,144

Change-2,144 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 1,635

Change-1,635 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,010

Change-1,010 (-100%)

Value—

Silicon Valley Capital Partners

N/A

Shares— from 643

Change-643 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 468

Change-468 (-100%)

Value—

UBS Group AG

N/A

Shares— from 265

Change-265 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 190

Change-190 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 145

Change-145 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 76

Change-76 (-100%)

Value—

	Status
B. Riley Wealth Advisors, Inc.	INCREASED	182,748	162,845	+19,903	+12%	$13.8M	$15.9M	+$2.1M	2026-10-13
Waterfront Wealth Inc.	INCREASED	147,172	140,866	+6,306	+4%	$12.2M	$12.9M	+$691.6K	2026-11-03
Onyx Bridge Wealth Group LLC	DECREASED	114,469	114,928	-459	0%	$9.8M	$9.9M	+$140.1K	2026-10-16
Bank of New York Mellon Corp	INCREASED	62,553	61,728	+825	+1%	$5.3M	$5.4M	+$168.2K	2026-11-05
Legacy Private Trust Co.	DECREASED	50,801	51,526	-725	-1%	$4.4M	$4.4M	+$17.7K	2026-10-06
Gill Capital Partners, LLC	DECREASED	38,114	43,670	-5,556	-13%	$3.7M	$3.3M	-$413.8K	2026-10-13
Manchester Financial Inc	INCREASED	36,492	34,819	+1,673	+5%	$3.0M	$3.2M	+$199.7K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	35,351	34,283	+1,068	+3%	$2.9M	$3.1M	+$146.3K	2026-11-02
HCR Wealth Advisors	UNCHANGED	25,714	25,714	0	0%	$2.2M	$2.2M	+$40.3K	2026-10-15
Cambridge Investment Research Advisors, Inc.	DECREASED	18,569	18,709	-140	-1%	$1.6M	$1.6K	-$1.6M	2026-11-02
Elmwood Wealth Management, Inc.	UNCHANGED	13,881	13,881	0	0%	$1.2M	$1.2M	+$21.7K	2026-10-14
Evergreen Capital Management LLC	DECREASED	13,326	13,552	-226	-2%	$1.2M	$1.2M	+$1.6K	2026-10-23
Wedbush Securities Inc	INCREASED	11,849	11,848	+1	+0%	$1.0M	$1.0K	-$1.0M	2026-10-22
Prospera Financial Services Inc	INCREASED	11,405	9,337	+2,068	+22%	$796.2K	$986.2K	+$189.9K	2026-11-04
Patten Group, Inc.	DECREASED	11,209	17,562	-6,353	-36%	$1.5M	$972.7K	-$523.8K	2026-10-26
SeaCrest Wealth Management, LLC	DECREASED	9,977	10,192	-215	-2%	$868.5K	$865.8K	-$2.7K	2026-10-21
Partners Wealth Management, LLC	NEW	9,947	—	+9,947	—	—	$863.2K	—	2026-10-28
Prosperity Financial Group, Inc.	UNCHANGED	9,480	9,480	0	0%	$807.9K	$822.7K	+$14.9K	2026-10-29
QTR Family Wealth, LLC	DECREASED	8,617	8,905	-288	-3%	$758.8K	$747.8K	-$11.0K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	6,693	7,284	-591	-8%	$620.7K	$580.9K	-$39.8K	2026-11-02
J.W. Cole Advisors, Inc.	INCREASED	6,365	6,360	+5	+0%	$542.0K	$552.4K	+$10.4K	2026-11-05
WealthPLAN Partners, LLC	INCREASED	6,139	6,137	+2	+0%	$523.0K	$532.7K	+$9.7K	2026-10-15
Soundwatch Capital LLC	UNCHANGED	5,992	5,992	0	0%	$510.6K	$524.4K	+$13.8K	2026-11-04
Willow Creek Wealth Management Inc.	DECREASED	5,513	5,622	-109	-2%	$479.1K	$478.5K	-$622	2026-10-26
Oppenheimer & Co Inc	DECREASED	4,489	7,243	-2,754	-38%	$617.2K	$389.6K	-$227.7K	2026-10-26
Commonwealth Financial Services, LLC	DECREASED	4,461	5,335	-874	-16%	$454.6K	$387.1K	-$67.5K	2026-10-20
Kingswood Wealth Advisors, LLC	UNCHANGED	4,262	4,262	0	0%	$363.2K	$369.9K	+$6.7K	2026-10-23
Intrua Financial, LLC	UNCHANGED	4,157	4,157	0	0%	$354.2K	$360.7K	+$6.5K	2026-10-28
Wealthcare Advisory Partners LLC	UNCHANGED	4,030	4,030	0	0%	$343.4K	$349.7K	+$6.3K	2026-10-21
MGO One Seven LLC	NEW	3,703	—	+3,703	—	—	$321.3K	—	2026-10-28
Wealth Effects LLC	UNCHANGED	3,203	3,203	0	0%	$272.9K	$278.0K	+$5.0K	2026-10-23
Evermay Wealth Management LLC	UNCHANGED	2,942	2,942	0	0%	$250.7K	$255.3K	+$4.6K	2026-11-05
Fifth Third Bancorp	UNCHANGED	2,846	2,846	0	0%	$242.5K	$247.0K	+$4.5K	2026-11-05
JBR Co Financial Management Inc	UNCHANGED	2,720	2,720	0	0%	$231.8K	$231.7K	-$112	2026-10-13
Focus Financial Network, Inc.	INCREASED	2,641	2,637	+4	+0%	$224.7K	$229.1K	+$4.4K	2026-10-14
RDA Financial Network	DECREASED	2,549	2,550	-1	0%	$217.3K	$221.2K	+$3.9K	2026-10-15
Wealth Enhancement Advisory Services, LLC	INCREASED	2,493	2,462	+31	+1%	$213.1K	$219.1K	+$6.0K	2026-10-13
Private Trust Co NA	DECREASED	1,918	1,986	-68	-3%	$169.2K	$166.4K	-$2.8K	2026-10-20
US Bancorp \de\	UNCHANGED	1,745	1,745	0	0%	$148.7K	$151.4K	+$2.7K	2026-11-05
Sage Mountain Advisors LLC	UNCHANGED	1,100	1,100	0	0%	$93.7K	$95.5K	+$1.7K	2026-11-02
Jnba Financial Advisors	UNCHANGED	1,011	1,011	0	0%	$86.2K	$87.7K	+$1.6K	2026-11-03
First Pacific Financial	DECREASED	428	449	-21	-5%	$38.3K	$37.1K	-$1.1K	2026-10-14
Silver Grove Financial Group, Inc.	UNCHANGED	412	412	0	0%	$35.1K	$35.8K	+$645	2026-11-05
WPG Advisers, LLC	UNCHANGED	352	352	0	0%	$30.0K	$30.5K	+$551	2026-10-27
West Branch Capital LLC	UNCHANGED	207	207	0	0%	$17.7K	$18.0K	+$324	2026-10-20
Toth Financial Advisory Corp	UNCHANGED	180	180	0	0%	$15.3K	$15.6K	+$282	2026-10-08
AlphaCore Capital LLC	NEW	104	—	+104	—	—	$9.0K	—	2026-11-04
Nfsg Corp	UNCHANGED	34	34	0	0%	$2.9K	$3.0K	+$54	2026-10-15
Dhjj Financial Advisors, Ltd.	UNCHANGED	4	4	0	0%	$341	$348	+$7	2026-10-23
Morgan Stanley	N/A	—	835,854	-835,854	-100%	$71.2M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	382,408	-382,408	-100%	$32.6M	—	—	—
LPL Financial LLC	N/A	—	254,981	-254,981	-100%	$21.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	95,565	-95,565	-100%	$8.1M	—	—	—
Stifel Financial Corp	N/A	—	93,070	-93,070	-100%	$7.9M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	85,749	-85,749	-100%	$7.3M	—	—	—
Wells Fargo & Company	N/A	—	70,162	-70,162	-100%	$6.0M	—	—	—
Bank of America Corp	N/A	—	63,269	-63,269	-100%	$5.4M	—	—	—
Mutual Advisors, LLC	N/A	—	52,318	-52,318	-100%	$4.5M	—	—	—
HighPoint Advisor Group LLC	N/A	—	49,131	-49,131	-100%	$4.2M	—	—	—
Raymond James Financial Inc	N/A	—	48,300	-48,300	-100%	$4.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	42,374	-42,374	-100%	$3.6M	—	—	—
Baird Financial Group, Inc.	N/A	—	33,144	-33,144	-100%	$2.8M	—	—	—
Cetera Investment Advisers	N/A	—	32,589	-32,589	-100%	$2.8M	—	—	—
Cerity Partners LLC	N/A	—	29,660	-29,660	-100%	$2.5M	—	—	—
Duncan Williams Asset Management, LLC	N/A	—	29,276	-29,276	-100%	$2.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	21,520	-21,520	-100%	$1.8M	—	—	—
Merit Financial Group, LLC	N/A	—	19,744	-19,744	-100%	$1.7M	—	—	—
CreativeOne Wealth, LLC	N/A	—	19,581	-19,581	-100%	$1.7M	—	—	—
Leavell Investment Management, Inc.	N/A	—	19,382	-19,382	-100%	$1.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	18,712	-18,712	-100%	$1.6M	—	—	—
HRT Financial LP	N/A	—	14,474	-14,474	-100%	$1.2M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	13,742	-13,742	-100%	$1.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	12,510	-12,510	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	12,433	-12,433	-100%	$1.1M	—	—	—
Navis Wealth Advisors, LLC	N/A	—	9,902	-9,902	-100%	$843.8K	—	—	—
MAI Capital Management	N/A	—	8,670	-8,670	-100%	$738.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	7,644	-7,644	-100%	$651.4K	—	—	—
FMR LLC	N/A	—	7,408	-7,408	-100%	$631.3K	—	—	—
Empower Advisory Group, LLC	N/A	—	7,027	-7,027	-100%	$598.8K	—	—	—
MML Investors Services, LLC	N/A	—	6,843	-6,843	-100%	$583.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	6,737	-6,737	-100%	$574.1K	—	—	—
JPMorgan Chase & Co	N/A	—	6,683	-6,683	-100%	$564.8K	—	—	—
Bienville Capital Management, LLC	N/A	—	6,600	-6,600	-100%	$562.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	5,610	-5,610	-100%	$478.1K	—	—	—
Mariner, LLC	N/A	—	5,197	-5,197	-100%	$442.9K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	5,001	-5,001	-100%	$426.2K	—	—	—
Kelman-Lazarov, Inc.	N/A	—	4,800	-4,800	-100%	$409.0K	—	—	—
Clearstead Advisors, LLC	N/A	—	4,745	-4,745	-100%	$404.3K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	4,396	-4,396	-100%	$374.6K	—	—	—
Stephens Inc	N/A	—	4,219	-4,219	-100%	$359.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,145	-4,145	-100%	$353.2K	—	—	—
Cresset Asset Management, LLC	N/A	—	3,985	-3,985	-100%	$339.6K	—	—	—
Werba Rubin Papier Wealth Management	N/A	—	3,473	-3,473	-100%	$296.0K	—	—	—
LeClair Wealth Partners LLC	N/A	—	3,426	-3,426	-100%	$291.9K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	3,364	-3,364	-100%	$286.7K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	3,330	-3,330	-100%	$283.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	3,272	-3,272	-100%	$278.8K	—	—	—
Harvest Investment Services, LLC	N/A	—	2,943	-2,943	-100%	$250.8K	—	—	—
Advisory Services Network, LLC	N/A	—	2,753	-2,753	-100%	$234.6K	—	—	—
Sequent Planning LLC	N/A	—	2,662	-2,662	-100%	$226.8K	—	—	—
Bank of Montreal	N/A	—	2,144	-2,144	-100%	$182.7K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	1,635	-1,635	-100%	$139.3K	—	—	—
IFG Advisory, LLC	N/A	—	1,010	-1,010	-100%	$86.1K	—	—	—
Silicon Valley Capital Partners	N/A	—	643	-643	-100%	$54.8K	—	—	—
Wellington-Altus USA Inc.	N/A	—	468	-468	-100%	$35.0K	—	—	—
UBS Group AG	N/A	—	265	-265	-100%	$22.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	190	-190	-100%	$16.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	145	-145	-100%	$12.4K	—	—	—
Allworth Financial LP	N/A	—	76	-76	-100%	$6.5K	—	—	—

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