Prudential PLC (PUKN)

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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Dimensional Fund Advisors LP

DECREASED

Shares2,648,008 from 2,653,708

Change-5,700 (0%)

Value$65.6M (-$5.5M)

Filed 2026-11-04

ABC Arbitrage SA

INCREASED

Shares376,863 from 288,740

Change+88,123 (+31%)

Value$9.3M (+$1.6M)

Filed 2026-10-23

Assetmark, Inc

DECREASED

Shares236,058 from 245,676

Change-9,618 (-4%)

Value$5.8M (-$746.5K)

Filed 2026-10-21

Creative Planning

INCREASED

Shares230,004 from 209,476

Change+20,528 (+10%)

Value$5.7M (+$74.2K)

Filed 2026-11-02

Great Lakes Advisors, LLC

NEW

Shares215,540

Change+215,540

Value$5.3M

Filed 2026-11-06

Gradient Investments LLC

INCREASED

Shares202,290 from 184,961

Change+17,329 (+9%)

Value$5.0M (+$45.9K)

Filed 2026-10-08

Oppenheimer Asset Management Inc.

DECREASED

Shares107,924 from 108,449

Change-525 (0%)

Value$2.7M (-$237.5K)

Filed 2026-10-27

Bank of New York Mellon Corp

DECREASED

Shares97,331 from 100,445

Change-3,114 (-3%)

Value$2.4M (-$284.9K)

Filed 2026-11-05

Principal Financial Group Inc

NEW

Shares95,000

Change+95,000

Value$2.4M

Filed 2026-11-02

Crossmark Global Holdings, Inc.

DECREASED

Shares94,839 from 101,451

Change-6,612 (-7%)

Value$2.3M (-$373.6K)

Filed 2026-10-21

LPL Financial LLC

INCREASED

Shares68,749 from 67,912

Change+837 (+1%)

Value$1.7M (-$119.9K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares60,536 from 52,806

Change+7,730 (+15%)

Value$1.5M (+$81.9K)

Filed 2026-11-06

US Bancorp \de\

INCREASED

Shares60,427 from 51,421

Change+9,006 (+18%)

Value$1.5M (+$116.4K)

Filed 2026-11-05

Ethic Inc.

DECREASED

Shares57,007 from 74,979

Change-17,972 (-24%)

Value$1.4M (-$599.8K)

Filed 2026-11-03

Quadrant Capital Group LLC

INCREASED

Shares54,172 from 53,329

Change+843 (+2%)

Value$1.3M (-$138.8K)

Filed 2026-10-20

BI Asset Management Fondsmaeglerselskab A/S

NEW

Shares44,378

Change+44,378

Value$1.1K

Filed 2026-10-22

Mondrian Investment Partners LTD

DECREASED

Shares43,732 from 102,721

Change-58,989 (-57%)

Value$1.1M (-$1.7M)

Filed 2026-10-23

Citigroup Inc

INCREASED

Shares42,107 from 17,633

Change+24,474 (+139%)

Value$1.0M (+$569.0K)

Filed 2026-11-04

Manske Wealth Management

DECREASED

Shares41,134 from 41,334

Change-200 (0%)

Value$1.0M (-$90.5K)

Filed 2026-10-26

Atria Investments, Inc

INCREASED

Shares37,188 from 35,433

Change+1,755 (+5%)

Value$920.0K (-$29.9K)

Filed 2026-10-15

GC Wealth Management RIA, LLC

DECREASED

Shares32,646 from 32,683

Change-37 (0%)

Value$807.7K (-$68.6K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares32,341 from 27,017

Change+5,324 (+20%)

Value$772.3K (+$12.3K)

Filed 2026-10-13

Park Avenue Securities LLC

INCREASED

Shares31,303 from 30,784

Change+519 (+2%)

Value$774 (-$824.2K)

Filed 2026-10-26

Signaturefd, LLC

INCREASED

Shares31,036 from 29,920

Change+1,116 (+4%)

Value$767.8K (-$34.3K)

Filed 2026-10-23

Vise Technologies, Inc.

INCREASED

Shares27,525 from 20,951

Change+6,574 (+31%)

Value$681.0K (+$119.3K)

Filed 2026-10-29

Savant Capital, LLC

DECREASED

Shares27,104 from 38,234

Change-11,130 (-29%)

Value$670.6K (-$389.0K)

Filed 2026-11-06

Legacy Wealth Asset Management, LLC

DECREASED

Shares27,069 from 27,087

Change-18 (0%)

Value$669.7K (-$56.5K)

Filed 2026-10-09

PNC Financial Services Group, Inc.

DECREASED

Shares26,524 from 27,324

Change-800 (-3%)

Value$656.2K (-$76.3K)

Filed 2026-11-06

First Affirmative Financial Network

NEW

Shares25,267

Change+25,267

Value$625.1K

Filed 2026-10-21

Evergreen Capital Management LLC

DECREASED

Shares25,069 from 25,667

Change-598 (-2%)

Value$624.9K (-$63.3K)

Filed 2026-10-23

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares24,514 from 18,353

Change+6,161 (+34%)

Value$606.5K (+$114.4K)

Filed 2026-10-27

Chicago Trust Co NA

NEW

Shares23,522

Change+23,522

Value$581.9K

Filed 2026-10-28

Aaron Wealth Advisors LLC

INCREASED

Shares21,878 from 19,174

Change+2,704 (+14%)

Value$541.3K (+$27.2K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares21,601 from 20,804

Change+797 (+4%)

Value$534.4K (-$23.3K)

Filed 2026-10-30

Ritholtz Wealth Management

DECREASED

Shares21,132 from 33,314

Change-12,182 (-37%)

Value$522.8K (-$370.3K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares20,135 from 19,878

Change+257 (+1%)

Value$498.1K (-$34.8K)

Filed 2026-10-22

Compound Planning, Inc.

DECREASED

Shares19,912 from 22,285

Change-2,373 (-11%)

Value$492.6K (-$104.8K)

Filed 2026-11-05

Merit Financial Group, LLC

INCREASED

Shares19,737 from 19,332

Change+405 (+2%)

Value$488.3K (-$30.0K)

Filed 2026-11-06

Versant Capital Management, Inc

INCREASED

Shares18,956 from 15,912

Change+3,044 (+19%)

Value$469.0K (+$42.4K)

Filed 2026-10-02

Allspring Global Investments Holdings, LLC

INCREASED

Shares17,671 from 17,286

Change+385 (+2%)

Value$431.9K (-$44.1K)

Filed 2026-11-04

Concurrent Investment Advisors, LLC

INCREASED

Shares14,440 from 14,354

Change+86 (+1%)

Value$357.3K (-$27.6K)

Filed 2026-10-16

Choreo, LLC

DECREASED

Shares13,695 from 15,187

Change-1,492 (-10%)

Value$338.8K (-$68.3K)

Filed 2026-10-28

Xponance LLC

INCREASED

Shares13,014 from 12,371

Change+643 (+5%)

Value$322.0K (-$9.7K)

Filed 2026-11-03

AMG National Trust Bank

DECREASED

Shares11,946 from 18,180

Change-6,234 (-34%)

Value$295.5K (-$191.9K)

Filed 2026-11-05

Net Worth Advisory Group

INCREASED

Shares10,981 from 9,624

Change+1,357 (+14%)

Value$271.3K (+$13.3K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares10,254 from 10,287

Change-33 (0%)

Value$254 (-$275.7K)

Filed 2026-11-02

Marks Group Wealth Management, Inc

NEW

Shares10,032

Change+10,032

Value$248.2K

Filed 2026-11-05

Gallacher Capital Management LLC

DECREASED

Shares9,309 from 14,507

Change-5,198 (-36%)

Value$230.3K (-$158.6K)

Filed 2026-10-30

Gamma Investing LLC

DECREASED

Shares9,096 from 9,280

Change-184 (-2%)

Value$225.0K (-$23.8K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares8,995 from 9,226

Change-231 (-2%)

Value$222.5K (-$24.8K)

Filed 2026-10-27

Valeo Financial Advisors, LLC

NEW

Shares8,848

Change+8,848

Value$218.9K

Filed 2026-10-08

Portside Wealth Group, LLC

NEW

Shares8,257

Change+8,257

Value$204.3K

Filed 2026-10-20

Parallel Advisors, LLC

INCREASED

Shares7,953 from 7,793

Change+160 (+2%)

Value$196.8K (-$12.2K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

INCREASED

Shares6,395 from 5,721

Change+674 (+12%)

Value$158.2K (+$4.8K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares5,976 from 5,807

Change+169 (+3%)

Value$147.8K (-$7.7K)

Filed 2026-10-08

Mather Group, Llc.

INCREASED

Shares4,037 from 477

Change+3,560 (+746%)

Value$99.9K (+$87.1K)

Filed 2026-10-14

Rossby Financial, LCC

INCREASED

Shares3,647 from 3,504

Change+143 (+4%)

Value$90.2K (-$3.7K)

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

DECREASED

Shares2,502 from 15,113

Change-12,611 (-83%)

Value$61.9K (-$343.3K)

Filed 2026-10-29

Community Bank, N.A.

UNCHANGED

Shares2,479 from 2,479

Change0 (0%)

Value$61.3K (-$5.1K)

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares2,293 from 1,644

Change+649 (+39%)

Value$56.7K (+$12.7K)

Filed 2026-11-05

Allworth Financial LP

INCREASED

Shares1,618 from 1,315

Change+303 (+23%)

Value$43.4K (+$8.1K)

Filed 2026-11-06

First Command Advisory Services, Inc.

INCREASED

Shares1,523 from 163

Change+1,360 (+834%)

Value$37.9K (+$33.5K)

Filed 2026-11-05

Owl Creek Wealth Partners LLC

INCREASED

Shares1,515 from 1,472

Change+43 (+3%)

Value$37.5K (-$2.0K)

Filed 2026-10-20

Grove Bank & Trust

DECREASED

Shares1,159 from 1,190

Change-31 (-3%)

Value$28.7K (-$3.2K)

Filed 2026-10-08

TD Private Client Wealth LLC

INCREASED

Shares1,088 from 955

Change+133 (+14%)

Value$26.9K (+$1.3K)

Filed 2026-10-28

Westside Investment Management, Inc.

UNCHANGED

Shares1,070 from 1,070

Change0 (0%)

Value$26.3K (-$2.4K)

Filed 2026-11-02

Salomon & Ludwin, LLC

INCREASED

Shares943 from 649

Change+294 (+45%)

Value$23.3K (+$5.4K)

Filed 2026-10-29

Silver Grove Financial Group, Inc.

DECREASED

Shares922 from 947

Change-25 (-3%)

Value$22.8K (-$2.6K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares864 from 245

Change+619 (+253%)

Value$21.4K (+$14.8K)

Filed 2026-10-16

WPG Advisers, LLC

DECREASED

Shares719 from 720

Change-1 (0%)

Value$17.8K (-$1.5K)

Filed 2026-10-27

Bare Financial Services, Inc

DECREASED

Shares634 from 646

Change-12 (-2%)

Value$15.7K (-$1.6K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares581

Change+581

Value$14.4K

Filed 2026-10-21

True Wealth Design, LLC

INCREASED

Shares519 from 377

Change+142 (+38%)

Value$12.8K (+$2.7K)

Filed 2026-10-13

Ascentis Wealth Management, LLC

NEW

Shares403

Change+403

Value$10.0K

Filed 2026-11-03

Parkside Financial Bank & Trust

UNCHANGED

Shares366 from 366

Change0 (0%)

Value$9.1K (-$758)

Filed 2026-10-27

Clearstead Advisors, LLC

UNCHANGED

Shares349 from 349

Change0 (0%)

Value$8.6K (-$723)

Filed 2026-11-06

Financial Consulate, Inc

INCREASED

Shares346 from 182

Change+164 (+90%)

Value$8.6K (+$3.7K)

Filed 2026-10-23

Fifth Third Bancorp

INCREASED

Shares320 from 69

Change+251 (+364%)

Value$7.9K (+$6.1K)

Filed 2026-11-05

JFS Wealth Advisors, LLC

DECREASED

Shares300 from 319

Change-19 (-6%)

Value$7.4K (-$1.1K)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares295

Change+295

Value$7.3K

Filed 2026-10-30

SJS Investment Consulting Inc.

INCREASED

Shares294 from 183

Change+111 (+61%)

Value$7.3K (+$2.4K)

Filed 2026-10-26

West Financial Advisors, LLC

NEW

Shares286

Change+286

Value$7.1K

Filed 2026-10-22

James T. Borello RIA

DECREASED

Shares268 from 270

Change-2 (-1%)

Value$6.6K (-$609)

Filed 2026-10-16

Ares Financial Consulting, LLC

UNCHANGED

Shares262 from 262

Change0 (0%)

Value$6.5K (-$542)

Filed 2026-10-19

Private Trust Co NA

INCREASED

Shares254 from 148

Change+106 (+72%)

Value$6.3K (+$2.3K)

Filed 2026-10-20

Blue Trust, Inc.

DECREASED

Shares220 from 4,115

Change-3,895 (-95%)

Value$5.4K (-$104.9K)

Filed 2026-10-15

Spire Wealth Management

UNCHANGED

Shares218 from 218

Change0 (0%)

Value$5.4K (-$452)

Filed 2026-10-30

Proathlete Wealth Management LLC

NEW

Shares214

Change+214

Value$5.3K

Filed 2026-10-15

Signature Equity Partners, LLC

DECREASED

Shares208 from 213

Change-5 (-2%)

Value$5.1K (-$565)

Filed 2026-10-29

Physician Wealth Advisors, Inc.

INCREASED

Shares172 from 145

Change+27 (+19%)

Value$4.3K (+$368)

Filed 2026-10-20

Downshift Financial, LLC

UNCHANGED

Shares169 from 169

Change0 (0%)

Value$4.2K (-$350)

Filed 2026-10-13

Livelsberger Financial Advisory

NEW

Shares158

Change+158

Value$3.9K

Filed 2026-10-28

Elevation Wealth Partners, LLC

NEW

Shares158

Change+158

Value$3.9K

Filed 2026-10-07

UMB Bank, n.a.

UNCHANGED

Shares139 from 139

Change0 (0%)

Value$3.4K (-$288)

Filed 2026-11-06

Jnba Financial Advisors

UNCHANGED

Shares133 from 133

Change0 (0%)

Value$3.3K (-$275)

Filed 2026-11-03

Highline Wealth Partners LLC

UNCHANGED

Shares119 from 119

Change0 (0%)

Value$2.9K (-$246)

Filed 2026-10-19

Essential Partners LLC

DECREASED

Shares113 from 192

Change-79 (-41%)

Value$2.8K (-$2.4K)

Filed 2026-10-14

Retirement Wealth Solutions LLC

DECREASED

Shares110 from 150

Change-40 (-27%)

Value$2.7K (-$1.3K)

Filed 2026-10-07

Creative Financial Designs Inc

DECREASED

Shares103 from 113

Change-10 (-9%)

Value$2.5K (-$482)

Filed 2026-11-04

UMB Private Wealth Management, LLC

NEW

Shares96

Change+96

Value$2.4K

Filed 2026-10-19

Brown, Lisle Ings, Inc.

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$2.1K (-$176)

Filed 2026-10-16

Nemes Rush Group LLC

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$2.1K (-$176)

Filed 2026-11-04

Breakwater Investment Management

INCREASED

Shares70 from 28

Change+42 (+150%)

Value$1.7K (+$981)

Filed 2026-10-20

Manchester Capital Management LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$1.6K (-$137)

Filed 2026-10-22

Bell Investment Advisors, Inc

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$1.6K (-$131)

Filed 2026-10-29

GHP Investment Advisors, Inc.

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$1.5K (-$129)

Filed 2026-10-15

Zions Bancorporation, National Association

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$1.5K (-$125)

Filed 2026-11-06

GK Wealth Management LLC

NEW

Shares57

Change+57

Value$1.4K

Filed 2026-10-09

Cape Investment Advisory, Inc.

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$1.2K (-$99)

Filed 2026-10-13

American Capital Advisory, LLC

DECREASED

Shares43 from 73

Change-30 (-41%)

Value$1.1K (-$894)

Filed 2026-10-28

Godsey & Gibb, Inc

NEW

Shares35

Change+35

Value$866

Filed 2026-10-14

Burk Holdings LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$816 (-$69)

Filed 2026-11-05

Planning Strategies Inc.

NEW

Shares31

Change+31

Value$767

Filed 2026-10-02

SBI Securities Co., Ltd.

DECREASED

Shares30 from 226

Change-196 (-87%)

Value$742 (-$5.3K)

Filed 2026-10-22

MV Capital Management, Inc.

NEW

Shares25

Change+25

Value$619

Filed 2026-10-29

Elyxium Wealth, LLC

NEW

Shares25

Change+25

Value$619

Filed 2026-10-27

Arlington Trust Co LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$569 (-$48)

Filed 2026-10-20

Trust Co

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$544 (-$46)

Filed 2026-10-09

Center for Financial Planning, Inc.

NEW

Shares11

Change+11

Value$272

Filed 2026-10-26

Abound Wealth Management

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$273 (-$22)

Filed 2026-10-26

CoreCap Advisors, LLC

DECREASED

Shares9 from 100

Change-91 (-91%)

Value$223 (-$2.5K)

Filed 2026-10-08

Triumph Capital Management

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$223 (-$18)

Filed 2026-10-14

Gilpin Wealth Management, LLC

NEW

Shares8

Change+8

Value$198

Filed 2026-10-09

Nisa Investment Advisors, LLC

DECREASED

Shares8 from 24

Change-16 (-67%)

Value$199 (-$444)

Filed 2026-10-20

Jacobi Capital Management LLC

NEW

Shares7

Change+7

Value$173

Filed 2026-11-05

StrongBox Wealth, LLC

NEW

Shares7

Change+7

Value$173

Filed 2026-11-02

Mosley Wealth Management

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$120 (-$14)

Filed 2026-10-16

Decker Retirement Planning Inc.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$64 (-$5)

Filed 2026-10-19

Monetary Solutions, Ltd

DECREASED

Shares1 from 11

Change-10 (-91%)

Value$25 (-$270)

Filed 2026-10-22

Montag A & Associates Inc

NEW

Shares0

Change0

Value$17

Filed 2026-10-29

Davenport & Co LLC

CLOSED

Shares0 from 55,165

Change-55,165 (-100%)

Value$0 (-$1.5M)

Filed 2026-10-14

Advisory Resource Group

CLOSED

Shares0 from 45,065

Change-45,065 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-26

Keybank National Association

CLOSED

Shares0 from 11,103

Change-11,103 (-100%)

Value$0 (-$297.7K)

Filed 2026-11-04

Kathmere Capital Management, LLC

CLOSED

Shares0 from 9,470

Change-9,470 (-100%)

Value$0 (-$253.9K)

Filed 2026-10-20

Trust Point Inc.

CLOSED

Shares0 from 8,334

Change-8,334 (-100%)

Value$0 (-$223.4K)

Filed 2026-10-27

PDS Planning, Inc

CLOSED

Shares0 from 8,155

Change-8,155 (-100%)

Value$0 (-$218.6K)

Filed 2026-11-03

Lido Advisors, LLC

CLOSED

Shares0 from 7,851

Change-7,851 (-100%)

Value$0 (-$210.5K)

Filed 2026-11-04

May Hill Capital, LLC

CLOSED

Shares0 from 7,508

Change-7,508 (-100%)

Value$0 (-$201.3K)

Filed 2026-11-03

Atlatl Advisers LLC

CLOSED

Shares0 from 2,603

Change-2,603 (-100%)

Value$0 (-$69.8K)

Filed 2026-10-22

United Financial Planning Group LLC

CLOSED

Shares0 from 359

Change-359 (-100%)

Value$0 (-$9.6K)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 313

Change-313 (-100%)

Value$0 (-$9.2K)

Filed 2026-10-16

Whipplewood Advisors, LLC

CLOSED

Shares0 from 142

Change-142 (-100%)

Value$0 (-$3.8K)

Filed 2026-10-20

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 138

Change-138 (-100%)

Value$0 (-$3.8K)

Filed 2026-10-16

Deutsche Bank Ag\

CLOSED

Shares0 from 107

Change-107 (-100%)

Value$0 (-$2.9K)

Filed 2026-11-06

Stone House Investment Management, LLC

CLOSED

Shares0 from 53

Change-53 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-23

Halbert Hargrove Global Advisors, LLC

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-16

Asset Dedication, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$269)

Filed 2026-11-03

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$241)

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$242)

Filed 2026-10-27

Morgan Stanley

N/A

Shares— from 5,008,698

Change-5,008,698 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,461,802

Change-3,461,802 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 3,297,386

Change-3,297,386 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 2,685,352

Change-2,685,352 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,644,705

Change-2,644,705 (-100%)

Value—

Causeway Capital Management LLC

N/A

Shares— from 1,689,218

Change-1,689,218 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,408,777

Change-1,408,777 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 1,242,524

Change-1,242,524 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,149,155

Change-1,149,155 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 898,196

Change-898,196 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 671,208

Change-671,208 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 633,220

Change-633,220 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 520,734

Change-520,734 (-100%)

Value—

UBS Group AG

N/A

Shares— from 366,008

Change-366,008 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 322,457

Change-322,457 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 311,826

Change-311,826 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 304,608

Change-304,608 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 276,366

Change-276,366 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 241,885

Change-241,885 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 234,781

Change-234,781 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 218,934

Change-218,934 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 210,711

Change-210,711 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 206,351

Change-206,351 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 202,932

Change-202,932 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 157,062

Change-157,062 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 156,522

Change-156,522 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 155,657

Change-155,657 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 153,633

Change-153,633 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 144,558

Change-144,558 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 141,126

Change-141,126 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 118,987

Change-118,987 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 114,902

Change-114,902 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 114,115

Change-114,115 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 111,517

Change-111,517 (-100%)

Value—

Madison Asset Management, LLC

N/A

Shares— from 88,248

Change-88,248 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 86,423

Change-86,423 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 84,420

Change-84,420 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 82,033

Change-82,033 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 81,976

Change-81,976 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 78,318

Change-78,318 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 76,754

Change-76,754 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 76,144

Change-76,144 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 70,500

Change-70,500 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 64,881

Change-64,881 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 57,789

Change-57,789 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 48,797

Change-48,797 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 48,685

Change-48,685 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 47,808

Change-47,808 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 46,150

Change-46,150 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 41,869

Change-41,869 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 35,013

Change-35,013 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 33,329

Change-33,329 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 33,035

Change-33,035 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 32,812

Change-32,812 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 32,568

Change-32,568 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 30,202

Change-30,202 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 30,131

Change-30,131 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 28,000

Change-28,000 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 27,661

Change-27,661 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 24,439

Change-24,439 (-100%)

Value—

Naviter Wealth, LLC

N/A

Shares— from 23,927

Change-23,927 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 23,663

Change-23,663 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 23,020

Change-23,020 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 22,433

Change-22,433 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 21,291

Change-21,291 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 21,227

Change-21,227 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 21,105

Change-21,105 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 20,877

Change-20,877 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 19,721

Change-19,721 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 19,627

Change-19,627 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 19,511

Change-19,511 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 19,487

Change-19,487 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 18,947

Change-18,947 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 18,867

Change-18,867 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 18,798

Change-18,798 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 17,850

Change-17,850 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 17,762

Change-17,762 (-100%)

Value—

Sivia Capital Partners, LLC

N/A

Shares— from 17,538

Change-17,538 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 17,397

Change-17,397 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 17,107

Change-17,107 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 16,596

Change-16,596 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 16,508

Change-16,508 (-100%)

Value—

&partners

N/A

Shares— from 15,874

Change-15,874 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 15,657

Change-15,657 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 15,316

Change-15,316 (-100%)

Value—

DV Equities, LLC

N/A

Shares— from 14,285

Change-14,285 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 13,983

Change-13,983 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 13,103

Change-13,103 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 13,045

Change-13,045 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 12,934

Change-12,934 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 12,863

Change-12,863 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 12,616

Change-12,616 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 12,599

Change-12,599 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 11,792

Change-11,792 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 10,884

Change-10,884 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 10,827

Change-10,827 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 10,777

Change-10,777 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 10,491

Change-10,491 (-100%)

Value—

Mattson Financial Services, LLC

N/A

Shares— from 10,150

Change-10,150 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 9,302

Change-9,302 (-100%)

Value—

Brown Financial Advisors

N/A

Shares— from 9,207

Change-9,207 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 9,165

Change-9,165 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 8,628

Change-8,628 (-100%)

Value—

Cetera Trust Company, N.a

N/A

Shares— from 8,395

Change-8,395 (-100%)

Value—

Harris Associates L P

N/A

Shares— from 7,635

Change-7,635 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 7,587

Change-7,587 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 7,475

Change-7,475 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,446

Change-5,446 (-100%)

Value—

Strategic Investment Advisors / MI

N/A

Shares— from 5,101

Change-5,101 (-100%)

Value—

Allianz SE

N/A

Shares— from 5,097

Change-5,097 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,066

Change-5,066 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 4,696

Change-4,696 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,338

Change-3,338 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 2,554

Change-2,554 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,507

Change-2,507 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 2,192

Change-2,192 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 1,845

Change-1,845 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,177

Change-1,177 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 1,122

Change-1,122 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 929

Change-929 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 806

Change-806 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 666

Change-666 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 629

Change-629 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 266

Change-266 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 240

Change-240 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 226

Change-226 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 192

Change-192 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 187

Change-187 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 186

Change-186 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 181

Change-181 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 166

Change-166 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 146

Change-146 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 146

Change-146 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 144

Change-144 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 140

Change-140 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 128

Change-128 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 118

Change-118 (-100%)

Value—

EFG International AG

N/A

Shares— from 100

Change-100 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 99

Change-99 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 64

Change-64 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 64

Change-64 (-100%)

Value—

Motco

N/A

Shares— from 46

Change-46 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 43

Change-43 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 35

Change-35 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 28

Change-28 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 13

Change-13 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 0

Change0

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	2,648,008	2,653,708	-5,700	0%	$71.1M	$65.6M	-$5.5M	2026-11-04
ABC Arbitrage SA	INCREASED	376,863	288,740	+88,123	+31%	$7.7M	$9.3M	+$1.6M	2026-10-23
Assetmark, Inc	DECREASED	236,058	245,676	-9,618	-4%	$6.6M	$5.8M	-$746.5K	2026-10-21
Creative Planning	INCREASED	230,004	209,476	+20,528	+10%	$5.6M	$5.7M	+$74.2K	2026-11-02
Great Lakes Advisors, LLC	NEW	215,540	—	+215,540	—	—	$5.3M	—	2026-11-06
Gradient Investments LLC	INCREASED	202,290	184,961	+17,329	+9%	$5.0M	$5.0M	+$45.9K	2026-10-08
Oppenheimer Asset Management Inc.	DECREASED	107,924	108,449	-525	0%	$2.9M	$2.7M	-$237.5K	2026-10-27
Bank of New York Mellon Corp	DECREASED	97,331	100,445	-3,114	-3%	$2.7M	$2.4M	-$284.9K	2026-11-05
Principal Financial Group Inc	NEW	95,000	—	+95,000	—	—	$2.4M	—	2026-11-02
Crossmark Global Holdings, Inc.	DECREASED	94,839	101,451	-6,612	-7%	$2.7M	$2.3M	-$373.6K	2026-10-21
LPL Financial LLC	INCREASED	68,749	67,912	+837	+1%	$1.8M	$1.7M	-$119.9K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	60,536	52,806	+7,730	+15%	$1.4M	$1.5M	+$81.9K	2026-11-06
US Bancorp \de\	INCREASED	60,427	51,421	+9,006	+18%	$1.4M	$1.5M	+$116.4K	2026-11-05
Ethic Inc.	DECREASED	57,007	74,979	-17,972	-24%	$2.0M	$1.4M	-$599.8K	2026-11-03
Quadrant Capital Group LLC	INCREASED	54,172	53,329	+843	+2%	$1.4M	$1.3M	-$138.8K	2026-10-20
BI Asset Management Fondsmaeglerselskab A/S	NEW	44,378	—	+44,378	—	—	$1.1K	—	2026-10-22
Mondrian Investment Partners LTD	DECREASED	43,732	102,721	-58,989	-57%	$2.8M	$1.1M	-$1.7M	2026-10-23
Citigroup Inc	INCREASED	42,107	17,633	+24,474	+139%	$472.7K	$1.0M	+$569.0K	2026-11-04
Manske Wealth Management	DECREASED	41,134	41,334	-200	0%	$1.1M	$1.0M	-$90.5K	2026-10-26
Atria Investments, Inc	INCREASED	37,188	35,433	+1,755	+5%	$950.0K	$920.0K	-$29.9K	2026-10-15
GC Wealth Management RIA, LLC	DECREASED	32,646	32,683	-37	0%	$876.2K	$807.7K	-$68.6K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	32,341	27,017	+5,324	+20%	$760.0K	$772.3K	+$12.3K	2026-10-13
Park Avenue Securities LLC	INCREASED	31,303	30,784	+519	+2%	$825.0K	$774	-$824.2K	2026-10-26
Signaturefd, LLC	INCREASED	31,036	29,920	+1,116	+4%	$802.2K	$767.8K	-$34.3K	2026-10-23
Vise Technologies, Inc.	INCREASED	27,525	20,951	+6,574	+31%	$561.7K	$681.0K	+$119.3K	2026-10-29
Savant Capital, LLC	DECREASED	27,104	38,234	-11,130	-29%	$1.1M	$670.6K	-$389.0K	2026-11-06
Legacy Wealth Asset Management, LLC	DECREASED	27,069	27,087	-18	0%	$726.2K	$669.7K	-$56.5K	2026-10-09
PNC Financial Services Group, Inc.	DECREASED	26,524	27,324	-800	-3%	$732.5K	$656.2K	-$76.3K	2026-11-06
First Affirmative Financial Network	NEW	25,267	—	+25,267	—	—	$625.1K	—	2026-10-21
Evergreen Capital Management LLC	DECREASED	25,069	25,667	-598	-2%	$688.1K	$624.9K	-$63.3K	2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	24,514	18,353	+6,161	+34%	$492.0K	$606.5K	+$114.4K	2026-10-27
Chicago Trust Co NA	NEW	23,522	—	+23,522	—	—	$581.9K	—	2026-10-28
Aaron Wealth Advisors LLC	INCREASED	21,878	19,174	+2,704	+14%	$514.1K	$541.3K	+$27.2K	2026-10-13
Truist Financial Corp	INCREASED	21,601	20,804	+797	+4%	$557.8K	$534.4K	-$23.3K	2026-10-30
Ritholtz Wealth Management	DECREASED	21,132	33,314	-12,182	-37%	$893.1K	$522.8K	-$370.3K	2026-11-05
Sterling Capital Management LLC	INCREASED	20,135	19,878	+257	+1%	$532.9K	$498.1K	-$34.8K	2026-10-22
Compound Planning, Inc.	DECREASED	19,912	22,285	-2,373	-11%	$597.5K	$492.6K	-$104.8K	2026-11-05
Merit Financial Group, LLC	INCREASED	19,737	19,332	+405	+2%	$518.3K	$488.3K	-$30.0K	2026-11-06
Versant Capital Management, Inc	INCREASED	18,956	15,912	+3,044	+19%	$426.6K	$469.0K	+$42.4K	2026-10-02
Allspring Global Investments Holdings, LLC	INCREASED	17,671	17,286	+385	+2%	$476.0K	$431.9K	-$44.1K	2026-11-04
Concurrent Investment Advisors, LLC	INCREASED	14,440	14,354	+86	+1%	$384.8K	$357.3K	-$27.6K	2026-10-16
Choreo, LLC	DECREASED	13,695	15,187	-1,492	-10%	$407.2K	$338.8K	-$68.3K	2026-10-28
Xponance LLC	INCREASED	13,014	12,371	+643	+5%	$331.7K	$322.0K	-$9.7K	2026-11-03
AMG National Trust Bank	DECREASED	11,946	18,180	-6,234	-34%	$487.4K	$295.5K	-$191.9K	2026-11-05
Net Worth Advisory Group	INCREASED	10,981	9,624	+1,357	+14%	$258.0K	$271.3K	+$13.3K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	10,254	10,287	-33	0%	$276.0K	$254	-$275.7K	2026-11-02
Marks Group Wealth Management, Inc	NEW	10,032	—	+10,032	—	—	$248.2K	—	2026-11-05
Gallacher Capital Management LLC	DECREASED	9,309	14,507	-5,198	-36%	$388.9K	$230.3K	-$158.6K	2026-10-30
Gamma Investing LLC	DECREASED	9,096	9,280	-184	-2%	$248.8K	$225.0K	-$23.8K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	DECREASED	8,995	9,226	-231	-2%	$247.3K	$222.5K	-$24.8K	2026-10-27
Valeo Financial Advisors, LLC	NEW	8,848	—	+8,848	—	—	$218.9K	—	2026-10-08
Portside Wealth Group, LLC	NEW	8,257	—	+8,257	—	—	$204.3K	—	2026-10-20
Parallel Advisors, LLC	INCREASED	7,953	7,793	+160	+2%	$209.0K	$196.8K	-$12.2K	2026-11-03
EverSource Wealth Advisors, LLC	INCREASED	6,395	5,721	+674	+12%	$153.4K	$158.2K	+$4.8K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	5,976	5,807	+169	+3%	$155.6K	$147.8K	-$7.7K	2026-10-08
Mather Group, Llc.	INCREASED	4,037	477	+3,560	+746%	$12.8K	$99.9K	+$87.1K	2026-10-14
Rossby Financial, LCC	INCREASED	3,647	3,504	+143	+4%	$93.9K	$90.2K	-$3.7K	2026-11-05
Caitong International Asset Management Co., Ltd	DECREASED	2,502	15,113	-12,611	-83%	$405.2K	$61.9K	-$343.3K	2026-10-29
Community Bank, N.A.	UNCHANGED	2,479	2,479	0	0%	$66.4K	$61.3K	-$5.1K	2026-11-06
Larson Financial Group LLC	INCREASED	2,293	1,644	+649	+39%	$44.1K	$56.7K	+$12.7K	2026-11-05
Allworth Financial LP	INCREASED	1,618	1,315	+303	+23%	$35.2K	$43.4K	+$8.1K	2026-11-06
First Command Advisory Services, Inc.	INCREASED	1,523	163	+1,360	+834%	$4.4K	$37.9K	+$33.5K	2026-11-05
Owl Creek Wealth Partners LLC	INCREASED	1,515	1,472	+43	+3%	$39.5K	$37.5K	-$2.0K	2026-10-20
Grove Bank & Trust	DECREASED	1,159	1,190	-31	-3%	$31.9K	$28.7K	-$3.2K	2026-10-08
TD Private Client Wealth LLC	INCREASED	1,088	955	+133	+14%	$25.6K	$26.9K	+$1.3K	2026-10-28
Westside Investment Management, Inc.	UNCHANGED	1,070	1,070	0	0%	$28.7K	$26.3K	-$2.4K	2026-11-02
Salomon & Ludwin, LLC	INCREASED	943	649	+294	+45%	$18.0K	$23.3K	+$5.4K	2026-10-29
Silver Grove Financial Group, Inc.	DECREASED	922	947	-25	-3%	$25.4K	$22.8K	-$2.6K	2026-11-05
IFP Advisors, Inc	INCREASED	864	245	+619	+253%	$6.6K	$21.4K	+$14.8K	2026-10-16
WPG Advisers, LLC	DECREASED	719	720	-1	0%	$19.3K	$17.8K	-$1.5K	2026-10-27
Bare Financial Services, Inc	DECREASED	634	646	-12	-2%	$17.3K	$15.7K	-$1.6K	2026-11-04
Root Financial Partners, LLC	NEW	581	—	+581	—	—	$14.4K	—	2026-10-21
True Wealth Design, LLC	INCREASED	519	377	+142	+38%	$10.1K	$12.8K	+$2.7K	2026-10-13
Ascentis Wealth Management, LLC	NEW	403	—	+403	—	—	$10.0K	—	2026-11-03
Parkside Financial Bank & Trust	UNCHANGED	366	366	0	0%	$9.8K	$9.1K	-$758	2026-10-27
Clearstead Advisors, LLC	UNCHANGED	349	349	0	0%	$9.4K	$8.6K	-$723	2026-11-06
Financial Consulate, Inc	INCREASED	346	182	+164	+90%	$4.9K	$8.6K	+$3.7K	2026-10-23
Fifth Third Bancorp	INCREASED	320	69	+251	+364%	$1.9K	$7.9K	+$6.1K	2026-11-05
JFS Wealth Advisors, LLC	DECREASED	300	319	-19	-6%	$8.6K	$7.4K	-$1.1K	2026-11-03
Provenance Wealth Advisors, LLC	NEW	295	—	+295	—	—	$7.3K	—	2026-10-30
SJS Investment Consulting Inc.	INCREASED	294	183	+111	+61%	$4.9K	$7.3K	+$2.4K	2026-10-26
West Financial Advisors, LLC	NEW	286	—	+286	—	—	$7.1K	—	2026-10-22
James T. Borello RIA	DECREASED	268	270	-2	-1%	$7.2K	$6.6K	-$609	2026-10-16
Ares Financial Consulting, LLC	UNCHANGED	262	262	0	0%	$7.0K	$6.5K	-$542	2026-10-19
Private Trust Co NA	INCREASED	254	148	+106	+72%	$4.0K	$6.3K	+$2.3K	2026-10-20
Blue Trust, Inc.	DECREASED	220	4,115	-3,895	-95%	$110.3K	$5.4K	-$104.9K	2026-10-15
Spire Wealth Management	UNCHANGED	218	218	0	0%	$5.8K	$5.4K	-$452	2026-10-30
Proathlete Wealth Management LLC	NEW	214	—	+214	—	—	$5.3K	—	2026-10-15
Signature Equity Partners, LLC	DECREASED	208	213	-5	-2%	$5.7K	$5.1K	-$565	2026-10-29
Physician Wealth Advisors, Inc.	INCREASED	172	145	+27	+19%	$3.9K	$4.3K	+$368	2026-10-20
Downshift Financial, LLC	UNCHANGED	169	169	0	0%	$4.5K	$4.2K	-$350	2026-10-13
Livelsberger Financial Advisory	NEW	158	—	+158	—	—	$3.9K	—	2026-10-28
Elevation Wealth Partners, LLC	NEW	158	—	+158	—	—	$3.9K	—	2026-10-07
UMB Bank, n.a.	UNCHANGED	139	139	0	0%	$3.7K	$3.4K	-$288	2026-11-06
Jnba Financial Advisors	UNCHANGED	133	133	0	0%	$3.6K	$3.3K	-$275	2026-11-03
Highline Wealth Partners LLC	UNCHANGED	119	119	0	0%	$3.2K	$2.9K	-$246	2026-10-19
Essential Partners LLC	DECREASED	113	192	-79	-41%	$5.1K	$2.8K	-$2.4K	2026-10-14
Retirement Wealth Solutions LLC	DECREASED	110	150	-40	-27%	$4.0K	$2.7K	-$1.3K	2026-10-07
Creative Financial Designs Inc	DECREASED	103	113	-10	-9%	$3.0K	$2.5K	-$482	2026-11-04
UMB Private Wealth Management, LLC	NEW	96	—	+96	—	—	$2.4K	—	2026-10-19
Brown, Lisle Ings, Inc.	UNCHANGED	85	85	0	0%	$2.3K	$2.1K	-$176	2026-10-16
Nemes Rush Group LLC	UNCHANGED	85	85	0	0%	$2.3K	$2.1K	-$176	2026-11-04
Breakwater Investment Management	INCREASED	70	28	+42	+150%	$751	$1.7K	+$981	2026-10-20
Manchester Capital Management LLC	UNCHANGED	66	66	0	0%	$1.8K	$1.6K	-$137	2026-10-22
Bell Investment Advisors, Inc	UNCHANGED	63	63	0	0%	$1.7K	$1.6K	-$131	2026-10-29
GHP Investment Advisors, Inc.	UNCHANGED	62	62	0	0%	$1.7K	$1.5K	-$129	2026-10-15
Zions Bancorporation, National Association	UNCHANGED	60	60	0	0%	$1.6K	$1.5K	-$125	2026-11-06
GK Wealth Management LLC	NEW	57	—	+57	—	—	$1.4K	—	2026-10-09
Cape Investment Advisory, Inc.	UNCHANGED	48	48	0	0%	$1.3K	$1.2K	-$99	2026-10-13
American Capital Advisory, LLC	DECREASED	43	73	-30	-41%	$2.0K	$1.1K	-$894	2026-10-28
Godsey & Gibb, Inc	NEW	35	—	+35	—	—	$866	—	2026-10-14
Burk Holdings LLC	UNCHANGED	33	33	0	0%	$885	$816	-$69	2026-11-05
Planning Strategies Inc.	NEW	31	—	+31	—	—	$767	—	2026-10-02
SBI Securities Co., Ltd.	DECREASED	30	226	-196	-87%	$6.1K	$742	-$5.3K	2026-10-22
MV Capital Management, Inc.	NEW	25	—	+25	—	—	$619	—	2026-10-29
Elyxium Wealth, LLC	NEW	25	—	+25	—	—	$619	—	2026-10-27
Arlington Trust Co LLC	UNCHANGED	23	23	0	0%	$617	$569	-$48	2026-10-20
Trust Co	UNCHANGED	22	22	0	0%	$590	$544	-$46	2026-10-09
Center for Financial Planning, Inc.	NEW	11	—	+11	—	—	$272	—	2026-10-26
Abound Wealth Management	UNCHANGED	11	11	0	0%	$295	$273	-$22	2026-10-26
CoreCap Advisors, LLC	DECREASED	9	100	-91	-91%	$2.7K	$223	-$2.5K	2026-10-08
Triumph Capital Management	UNCHANGED	9	9	0	0%	$241	$223	-$18	2026-10-14
Gilpin Wealth Management, LLC	NEW	8	—	+8	—	—	$198	—	2026-10-09
Nisa Investment Advisors, LLC	DECREASED	8	24	-16	-67%	$643	$199	-$444	2026-10-20
Jacobi Capital Management LLC	NEW	7	—	+7	—	—	$173	—	2026-11-05
StrongBox Wealth, LLC	NEW	7	—	+7	—	—	$173	—	2026-11-02
Mosley Wealth Management	UNCHANGED	5	5	0	0%	$134	$120	-$14	2026-10-16
Decker Retirement Planning Inc.	UNCHANGED	3	3	0	0%	$69	$64	-$5	2026-10-19
Monetary Solutions, Ltd	DECREASED	1	11	-10	-91%	$295	$25	-$270	2026-10-22
Montag A & Associates Inc	NEW	0	—	0	—	—	$17	—	2026-10-29
Davenport & Co LLC	CLOSED	0	55,165	-55,165	-100%	$1.5M	$0	-$1.5M	2026-10-14
Advisory Resource Group	CLOSED	0	45,065	-45,065	-100%	$1.2M	$0	-$1.2M	2026-10-26
Keybank National Association	CLOSED	0	11,103	-11,103	-100%	$297.7K	$0	-$297.7K	2026-11-04
Kathmere Capital Management, LLC	CLOSED	0	9,470	-9,470	-100%	$253.9K	$0	-$253.9K	2026-10-20
Trust Point Inc.	CLOSED	0	8,334	-8,334	-100%	$223.4K	$0	-$223.4K	2026-10-27
PDS Planning, Inc	CLOSED	0	8,155	-8,155	-100%	$218.6K	$0	-$218.6K	2026-11-03
Lido Advisors, LLC	CLOSED	0	7,851	-7,851	-100%	$210.5K	$0	-$210.5K	2026-11-04
May Hill Capital, LLC	CLOSED	0	7,508	-7,508	-100%	$201.3K	$0	-$201.3K	2026-11-03
Atlatl Advisers LLC	CLOSED	0	2,603	-2,603	-100%	$69.8K	$0	-$69.8K	2026-10-22
United Financial Planning Group LLC	CLOSED	0	359	-359	-100%	$9.6K	$0	-$9.6K	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	313	-313	-100%	$9.2K	$0	-$9.2K	2026-10-16
Whipplewood Advisors, LLC	CLOSED	0	142	-142	-100%	$3.8K	$0	-$3.8K	2026-10-20
TD Waterhouse Canada Inc.	CLOSED	0	138	-138	-100%	$3.8K	$0	-$3.8K	2026-10-16
Deutsche Bank Ag\	CLOSED	0	107	-107	-100%	$2.9K	$0	-$2.9K	2026-11-06
Stone House Investment Management, LLC	CLOSED	0	53	-53	-100%	$1.4K	$0	-$1.4K	2026-10-23
Halbert Hargrove Global Advisors, LLC	CLOSED	0	51	-51	-100%	$1.4K	$0	-$1.4K	2026-10-16
Asset Dedication, LLC	CLOSED	0	10	-10	-100%	$269	$0	-$269	2026-11-03
Plante Moran Financial Advisors, LLC	CLOSED	0	9	-9	-100%	$241	$0	-$241	2026-11-04
Cassaday & Co Wealth Management LLC	CLOSED	0	9	-9	-100%	$242	$0	-$242	2026-10-27
Morgan Stanley	N/A	—	5,008,698	-5,008,698	-100%	$134.3M	—	—	—
FMR LLC	N/A	—	3,461,802	-3,461,802	-100%	$92.8M	—	—	—
Bank of America Corp	N/A	—	3,297,386	-3,297,386	-100%	$88.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	2,685,352	-2,685,352	-100%	$72.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,644,705	-2,644,705	-100%	$70.9M	—	—	—
Causeway Capital Management LLC	N/A	—	1,689,218	-1,689,218	-100%	$45.3M	—	—	—
Northern Trust Corp	N/A	—	1,408,777	-1,408,777	-100%	$37.8M	—	—	—
Clearbridge Investments, LLC	N/A	—	1,242,524	-1,242,524	-100%	$33.3M	—	—	—
BlackRock, Inc.	N/A	—	1,149,155	-1,149,155	-100%	$30.8M	—	—	—
Marshall Wace, LLP	N/A	—	898,196	-898,196	-100%	$24.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	671,208	-671,208	-100%	$18.0M	—	—	—
American Century Companies Inc	N/A	—	633,220	-633,220	-100%	$17.0M	—	—	—
Quantinno Capital Management LP	N/A	—	520,734	-520,734	-100%	$14.0M	—	—	—
UBS Group AG	N/A	—	366,008	-366,008	-100%	$9.8M	—	—	—
Raymond James Financial Inc	N/A	—	322,457	-322,457	-100%	$8.6M	—	—	—
Optiver Holding B.V.	N/A	—	311,826	-311,826	-100%	$8.4M	—	—	—
JPMorgan Chase & Co	N/A	—	304,608	-304,608	-100%	$8.1M	—	—	—
SEI Investments Co	N/A	—	276,366	-276,366	-100%	$7.4M	—	—	—
Pathstone Holdings, LLC	N/A	—	241,885	-241,885	-100%	$6.5M	—	—	—
Royal Bank of Canada	N/A	—	234,781	-234,781	-100%	$6.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	218,934	-218,934	-100%	$5.9M	—	—	—
Jane Street Group, LLC	N/A	—	210,711	-210,711	-100%	$5.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	206,351	-206,351	-100%	$5.5M	—	—	—
Wells Fargo & Company	N/A	—	202,932	-202,932	-100%	$5.4M	—	—	—
XTX Topco Ltd	N/A	—	157,062	-157,062	-100%	$4.2M	—	—	—
AQR Capital Management LLC	N/A	—	156,522	-156,522	-100%	$4.2M	—	—	—
Millennium Management LLC	N/A	—	155,657	-155,657	-100%	$4.2M	—	—	—
QRG Capital Management, Inc.	N/A	—	153,633	-153,633	-100%	$4.1M	—	—	—
Vident Advisory, LLC	N/A	—	144,558	-144,558	-100%	$3.9M	—	—	—
Balyasny Asset Management L.P.	N/A	—	141,126	-141,126	-100%	$3.8M	—	—	—
Nuveen, LLC	N/A	—	118,987	-118,987	-100%	$3.2M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	114,902	-114,902	-100%	$3.1M	—	—	—
Natixis Advisors, LLC	N/A	—	114,115	-114,115	-100%	$3.1M	—	—	—
HRT Financial LP	N/A	—	111,517	-111,517	-100%	$3.0M	—	—	—
Madison Asset Management, LLC	N/A	—	88,248	-88,248	-100%	$2.4M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	86,423	-86,423	-100%	$2.3M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	84,420	-84,420	-100%	$2.3M	—	—	—
Mariner, LLC	N/A	—	82,033	-82,033	-100%	$2.2M	—	—	—
Ameriprise Financial Inc	N/A	—	81,976	-81,976	-100%	$2.2M	—	—	—
MML Investors Services, LLC	N/A	—	78,318	-78,318	-100%	$2.1M	—	—	—
Bank of Montreal	N/A	—	76,754	-76,754	-100%	$2.1M	—	—	—
Alliancebernstein L.P.	N/A	—	76,144	-76,144	-100%	$2.2M	—	—	—
Winton Group Ltd	N/A	—	70,500	-70,500	-100%	$1.9M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	64,881	-64,881	-100%	$1.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	57,789	-57,789	-100%	$1.5M	—	—	—
Callan Family Office, LLC	N/A	—	48,797	-48,797	-100%	$1.3M	—	—	—
Cerity Partners LLC	N/A	—	48,685	-48,685	-100%	$1.3M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	47,808	-47,808	-100%	$1.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	46,150	-46,150	-100%	$1.2M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	41,869	-41,869	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	35,013	-35,013	-100%	$938.7K	—	—	—
Old Mission Capital LLC	N/A	—	33,329	-33,329	-100%	$893.6K	—	—	—
GeoWealth Management, LLC	N/A	—	33,035	-33,035	-100%	$885.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	32,812	-32,812	-100%	$879.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	32,568	-32,568	-100%	$873.1K	—	—	—
NewEdge Wealth, LLC	N/A	—	30,202	-30,202	-100%	$809.7K	—	—	—
Rhumbline Advisers	N/A	—	30,131	-30,131	-100%	$807.8K	—	—	—
Two Sigma Investments, LP	N/A	—	28,000	-28,000	-100%	$750.7K	—	—	—
Focus Partners Wealth	N/A	—	27,661	-27,661	-100%	$741.6K	—	—	—
Centiva Capital, LP	N/A	—	24,439	-24,439	-100%	$655.2K	—	—	—
Naviter Wealth, LLC	N/A	—	23,927	-23,927	-100%	$641.5K	—	—	—
Wealth Alliance, LLC	N/A	—	23,663	-23,663	-100%	$634.4K	—	—	—
Engineers Gate Manager LP	N/A	—	23,020	-23,020	-100%	$617.2K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	22,433	-22,433	-100%	$601.4K	—	—	—
Syon Capital LLC	N/A	—	21,291	-21,291	-100%	$570.8K	—	—	—
Squarepoint Ops LLC	N/A	—	21,227	-21,227	-100%	$569.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	21,105	-21,105	-100%	$565.8K	—	—	—
HighTower Advisors, LLC	N/A	—	20,877	-20,877	-100%	$559.7K	—	—	—
Quantbot Technologies LP	N/A	—	19,721	-19,721	-100%	$528.7K	—	—	—
Ballentine Partners, LLC	N/A	—	19,627	-19,627	-100%	$526.2K	—	—	—
Hantz Financial Services, Inc.	N/A	—	19,511	-19,511	-100%	$523.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	19,487	-19,487	-100%	$522.5K	—	—	—
Caprock Group, LLC	N/A	—	18,947	-18,947	-100%	$508.0K	—	—	—
Franklin Resources Inc	N/A	—	18,867	-18,867	-100%	$505.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	18,798	-18,798	-100%	$504.0K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	17,850	-17,850	-100%	$478.6K	—	—	—
First Trust Advisors LP	N/A	—	17,762	-17,762	-100%	$476.2K	—	—	—
Sivia Capital Partners, LLC	N/A	—	17,538	-17,538	-100%	$470.2K	—	—	—
Earnest Partners LLC	N/A	—	17,397	-17,397	-100%	$466.4K	—	—	—
Advisors Asset Management, Inc.	N/A	—	17,107	-17,107	-100%	$458.6K	—	—	—
Flow Traders U.S. LLC	N/A	—	16,596	-16,596	-100%	$445.0K	—	—	—
Stifel Financial Corp	N/A	—	16,508	-16,508	-100%	$442.6K	—	—	—
&partners	N/A	—	15,874	-15,874	-100%	$425.6K	—	—	—
Shelton Capital Management	N/A	—	15,657	-15,657	-100%	$419.8K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	15,316	-15,316	-100%	$410.6K	—	—	—
DV Equities, LLC	N/A	—	14,285	-14,285	-100%	$383.0K	—	—	—
Entropy Technologies, LP	N/A	—	13,983	-13,983	-100%	$374.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	13,103	-13,103	-100%	$349.0K	—	—	—
Captrust Financial Advisors	N/A	—	13,045	-13,045	-100%	$349.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	12,934	-12,934	-100%	$346.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	12,863	-12,863	-100%	$344.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	12,616	-12,616	-100%	$338.2K	—	—	—
MAI Capital Management	N/A	—	12,599	-12,599	-100%	$337.8K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	11,792	-11,792	-100%	$11.8K	—	—	—
IEQ Capital, LLC	N/A	—	10,884	-10,884	-100%	$291.8K	—	—	—
M&T Bank Corp	N/A	—	10,827	-10,827	-100%	$290.2K	—	—	—
Venturi Wealth Management, LLC	N/A	—	10,777	-10,777	-100%	$288.9K	—	—	—
Summit Trail Advisors, LLC	N/A	—	10,491	-10,491	-100%	$281.3K	—	—	—
Mattson Financial Services, LLC	N/A	—	10,150	-10,150	-100%	$290.1K	—	—	—
Rehmann Capital Advisory Group	N/A	—	9,302	-9,302	-100%	$248.6K	—	—	—
Brown Financial Advisors	N/A	—	9,207	-9,207	-100%	$246.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	9,165	-9,165	-100%	$245.7K	—	—	—
EP Wealth Advisors, LLC	N/A	—	8,628	-8,628	-100%	$231.3K	—	—	—
Cetera Trust Company, N.a	N/A	—	8,395	-8,395	-100%	$225.1K	—	—	—
Harris Associates L P	N/A	—	7,635	-7,635	-100%	$204.7K	—	—	—
Dynasty Wealth Management, LLC	N/A	—	7,587	-7,587	-100%	$203.4K	—	—	—
Glenmede Trust Co NA	N/A	—	7,475	-7,475	-100%	$200.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,446	-5,446	-100%	$146.0K	—	—	—
Strategic Investment Advisors / MI	N/A	—	5,101	-5,101	-100%	$136.8K	—	—	—
Allianz SE	N/A	—	5,097	-5,097	-100%	$136.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,066	-5,066	-100%	$135.8K	—	—	—
National Bank of Canada	N/A	—	4,696	-4,696	-100%	$125.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,338	-3,338	-100%	$89.5K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	2,554	-2,554	-100%	$68.5K	—	—	—
Arax Advisory Partners	N/A	—	2,507	-2,507	-100%	$67.2K	—	—	—
Brown Brothers Harriman & Co	N/A	—	2,192	-2,192	-100%	$58.8K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,900	-1,900	-100%	$50.9K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	1,845	-1,845	-100%	$49.5K	—	—	—
Rothschild Investment LLC	N/A	—	1,177	-1,177	-100%	$31.5K	—	—	—
Horizon Investments, LLC	N/A	—	1,122	-1,122	-100%	$30.1K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	929	-929	-100%	$24.9K	—	—	—
Bessemer Group Inc	N/A	—	806	-806	-100%	$6.0K	—	—	—
Continuum Advisory, LLC	N/A	—	666	-666	-100%	$17.9K	—	—	—
Quantum Portfolio Management LLC	N/A	—	629	-629	-100%	$16.9K	—	—	—
Synergy Investment Management, LLC	N/A	—	330	-330	-100%	$9.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	266	-266	-100%	$7.4K	—	—	—
Raffa Wealth Management, LLC	N/A	—	240	-240	-100%	$6.4K	—	—	—
Ameriflex Group, Inc.	N/A	—	226	-226	-100%	$6.1K	—	—	—
Aventura Private Wealth, LLC	N/A	—	192	-192	-100%	$5.1K	—	—	—
WealthCollab, LLC	N/A	—	187	-187	-100%	$5.0K	—	—	—
GW&K Investment Management, LLC	N/A	—	186	-186	-100%	$5.0K	—	—	—
Manning & Napier Advisors LLC	N/A	—	181	-181	-100%	$4.8K	—	—	—
IMA Advisory Services, Inc.	N/A	—	166	-166	-100%	$4.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	146	-146	-100%	$3.9K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	146	-146	-100%	$3.9K	—	—	—
Federated Hermes, Inc.	N/A	—	144	-144	-100%	$3.9K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	140	-140	-100%	$3.8K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	128	-128	-100%	$3.4K	—	—	—
HighMark Wealth Management LLC	N/A	—	118	-118	-100%	$3.2K	—	—	—
EFG International AG	N/A	—	100	-100	-100%	$2.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	99	-99	-100%	$2.7K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	80	-80	-100%	$2.1K	—	—	—
Kilter Group LLC	N/A	—	73	-73	-100%	$2.0K	—	—	—
LRI Investments, LLC	N/A	—	72	-72	-100%	$1.9K	—	—	—
BFC Planning, Inc.	N/A	—	64	-64	-100%	$1.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	64	-64	-100%	$1.7K	—	—	—
Motco	N/A	—	46	-46	-100%	$1.2K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	44	-44	-100%	$1.2K	—	—	—
SHP Wealth Management	N/A	—	43	-43	-100%	$1.1K	—	—	—
Quent Capital, LLC	N/A	—	37	-37	-100%	$992	—	—	—
Smithfield Trust Co	N/A	—	35	-35	-100%	$0	—	—	—
Cornerstone Financial Management LLC	N/A	—	30	-30	-100%	$804	—	—	—
Huntington National Bank	N/A	—	28	-28	-100%	$751	—	—	—
Crewe Advisors LLC	N/A	—	17	-17	-100%	$456	—	—	—
Ameritas Advisory Services, LLC	N/A	—	16	-16	-100%	$429	—	—	—
Harbour Investments, Inc.	N/A	—	15	-15	-100%	$414	—	—	—
Bogart Wealth, LLC	N/A	—	13	-13	-100%	$349	—	—	—
Whittier Trust Co	N/A	—	13	-13	-100%	$366	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	8	-8	-100%	$214	—	—	—
Nomura Asset Management Co LTD	N/A	—	0	0	—	$0	—	—	—

Showing 309 of 309 institutions