Motley Fool 100 Index ETF (TMFC)

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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LPL Financial LLC

DECREASED

Shares1,147,457 from 1,316,427

Change-168,970 (-13%)

Value$91.9M (-$8.4M)

Filed 2026-11-06

Amplius Wealth Advisors, LLC

INCREASED

Shares953,813 from 936,549

Change+17,264 (+2%)

Value$76.4M (+$5.1M)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares381,163 from 344,571

Change+36,592 (+11%)

Value$30.5K (-$26.2M)

Filed 2026-11-02

Goodman Advisory Group, LLC

DECREASED

Shares87,182 from 130,669

Change-43,487 (-33%)

Value$7.0M (-$3.0M)

Filed 2026-11-02

Prospera Financial Services Inc

INCREASED

Shares83,617 from 32,762

Change+50,855 (+155%)

Value$6.4M (+$3.9M)

Filed 2026-11-04

Walker Asset Management, LLC

INCREASED

Shares81,720 from 80,745

Change+975 (+1%)

Value$6.5M (+$394.6K)

Filed 2026-10-13

Visionary Wealth Advisors

INCREASED

Shares75,970 from 75,129

Change+841 (+1%)

Value$6.1M (+$361.9K)

Filed 2026-11-04

Wealthcare Advisory Partners LLC

INCREASED

Shares73,299 from 69,812

Change+3,487 (+5%)

Value$5.9M (+$552.9K)

Filed 2026-10-21

Larson Financial Group LLC

DECREASED

Shares70,371 from 70,506

Change-135 (0%)

Value$5.6M (+$265.6K)

Filed 2026-11-05

Elevation Capital Advisory, LLC

INCREASED

Shares65,463 from 35,498

Change+29,965 (+84%)

Value$5.2M (+$2.5M)

Filed 2026-10-29

Redwood Financial Network Corp

DECREASED

Shares59,474 from 60,356

Change-882 (-1%)

Value$4.8M (+$166.0K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

INCREASED

Shares53,184 from 51,969

Change+1,215 (+2%)

Value$4.3M (+$301.0K)

Filed 2026-11-02

Northbridge Financial Group, LLC

INCREASED

Shares35,774 from 34,942

Change+832 (+2%)

Value$2.9M (+$269.1K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares28,956 from 27,957

Change+999 (+4%)

Value$2.3M (+$189.6K)

Filed 2026-11-02

Avidian Wealth Enterprises, LLC

UNCHANGED

Shares28,381 from 28,381

Change0 (0%)

Value$2.3M (+$111.3K)

Filed 2026-10-08

Dale Q Rice Investment Management Ltd

DECREASED

Shares23,764 from 23,788

Change-24 (0%)

Value$1.9M (+$91.3K)

Filed 2026-10-09

Arbor Wealth Management Llc\az

DECREASED

Shares20,485 from 20,644

Change-159 (-1%)

Value$1.6M (+$68.3K)

Filed 2026-10-20

Steel Grove Capital Advisors, LLC

UNCHANGED

Shares19,107 from 19,107

Change0 (0%)

Value$1.5M (+$74.9K)

Filed 2026-10-13

First Heartland Consultants, Inc.

INCREASED

Shares18,642 from 17,997

Change+645 (+4%)

Value$1.5M (+$122.2K)

Filed 2026-10-08

Signal Advisors Wealth, LLC

INCREASED

Shares16,795 from 11,813

Change+4,982 (+42%)

Value$1.3M (+$445.3K)

Filed 2026-10-13

Titleist Asset Management, LLC

DECREASED

Shares16,406 from 16,536

Change-130 (-1%)

Value$1.3M (+$54.4K)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares15,697 from 15,220

Change+477 (+3%)

Value$1.3M (+$97.9K)

Filed 2026-11-02

Apollon Wealth Management, LLC

INCREASED

Shares13,325 from 8,410

Change+4,915 (+58%)

Value$1.1M (+$426.5K)

Filed 2026-10-23

Perigon Wealth Management, LLC

DECREASED

Shares12,757 from 13,212

Change-455 (-3%)

Value$1.0M (+$15.4K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

INCREASED

Shares12,640 from 11,881

Change+759 (+6%)

Value$1.0M (+$107.4K)

Filed 2026-10-16

Harmony Asset Management LLC

INCREASED

Shares12,325 from 11,393

Change+932 (+8%)

Value$987.0K (+$119.3K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares10,430 from 10,412

Change+18 (+0%)

Value$846.2K (+$36.4K)

Filed 2026-10-13

Creative Financial Designs Inc

INCREASED

Shares10,421 from 599

Change+9,822 (+1640%)

Value$834.5K (+$788.9K)

Filed 2026-11-04

J.W. Cole Advisors, Inc.

DECREASED

Shares9,819 from 10,312

Change-493 (-5%)

Value$786.3K (+$1.0K)

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares9,610 from 9,610

Change0 (0%)

Value$769.6K (+$37.7K)

Filed 2026-10-30

Davenport & Co LLC

DECREASED

Shares8,900 from 9,500

Change-600 (-6%)

Value$712.7K (-$10.8K)

Filed 2026-10-14

Dala Group, LLC

INCREASED

Shares8,698 from 8,588

Change+110 (+1%)

Value$696.5K (+$42.4K)

Filed 2026-10-29

IFP Advisors, Inc

INCREASED

Shares8,200 from 6,940

Change+1,260 (+18%)

Value$656.7K (+$128.1K)

Filed 2026-10-16

Corps Capital Advisors, LLC

UNCHANGED

Shares8,105 from 8,105

Change0 (0%)

Value$649.1K (+$31.8K)

Filed 2026-11-05

Bison Wealth, LLC

INCREASED

Shares7,932 from 7,373

Change+559 (+8%)

Value$646.3K (+$76.4K)

Filed 2026-10-13

Saxony Capital Management, LLC

INCREASED

Shares7,406 from 6,891

Change+515 (+7%)

Value$593.1K (+$68.3K)

Filed 2026-10-15

Founders Financial Securities LLC

INCREASED

Shares7,166 from 6,160

Change+1,006 (+16%)

Value$573.9K (+$104.7K)

Filed 2026-10-28

Portfolio Strategies, Inc.

DECREASED

Shares6,981 from 7,162

Change-181 (-3%)

Value$559.0K (+$13.6K)

Filed 2026-11-06

Brookstone Capital Management

DECREASED

Shares6,871 from 7,284

Change-413 (-6%)

Value$550.2K (-$4.5K)

Filed 2026-10-22

True Private Wealth Advisors

DECREASED

Shares6,614 from 6,615

Change-1 (0%)

Value$529.7K (+$25.9K)

Filed 2026-10-19

CoreCap Advisors, LLC

DECREASED

Shares6,511 from 6,702

Change-191 (-3%)

Value$521.4K (+$11.0K)

Filed 2026-10-08

RFG Advisory, LLC

DECREASED

Shares5,755 from 6,160

Change-405 (-7%)

Value$460.9K (-$8.3K)

Filed 2026-11-03

Almanack Investment Partners, Llc.

DECREASED

Shares5,697 from 5,727

Change-30 (-1%)

Value$456.2K (+$20.0K)

Filed 2026-11-03

Carrera Capital Advisors

UNCHANGED

Shares5,600 from 5,600

Change0 (0%)

Value$448.4K (+$22.0K)

Filed 2026-11-03

Sherman Wealth Management LLC

UNCHANGED

Shares5,511 from 5,511

Change0 (0%)

Value$441.4K (+$21.6K)

Filed 2026-10-16

Independent Financial Group, LLC

INCREASED

Shares5,482 from 4,788

Change+694 (+14%)

Value$439.0K (+$74.3K)

Filed 2026-10-13

Cornell Pochily Investment Advisors, Inc.

DECREASED

Shares5,268 from 5,418

Change-150 (-3%)

Value$421.8K (+$9.2K)

Filed 2026-10-19

Fifth Third Bancorp

INCREASED

Shares5,129 from 4,819

Change+310 (+6%)

Value$410.7K (+$43.7K)

Filed 2026-11-05

AlphaStar Capital Management, LLC

INCREASED

Shares4,881 from 3,332

Change+1,549 (+46%)

Value$390.9K (+$137.1K)

Filed 2026-10-16

Integrated Advisors Network LLC

DECREASED

Shares4,726 from 4,876

Change-150 (-3%)

Value$378.4K (+$7.1K)

Filed 2026-10-20

B. Riley Wealth Advisors, Inc.

UNCHANGED

Shares4,385 from 4,385

Change0 (0%)

Value$351.2K (+$20.3K)

Filed 2026-10-13

OpenArc Corporate Advisory, LLC

UNCHANGED

Shares4,240 from 4,240

Change0 (0%)

Value$339.5K (+$16.6K)

Filed 2026-10-21

Burney Co/

NEW

Shares4,038

Change+4,038

Value$323.3K

Filed 2026-10-15

Peterson Wealth Management

NEW

Shares4,027

Change+4,027

Value$322.5K

Filed 2026-11-06

Isthmus Partners, LLC

UNCHANGED

Shares3,760 from 3,760

Change0 (0%)

Value$301.1K (+$14.7K)

Filed 2026-10-21

World Equity Group, Inc.

NEW

Shares3,580

Change+3,580

Value$286.7K

Filed 2026-10-14

D.A. Davidson & Co.

UNCHANGED

Shares3,550 from 3,550

Change0 (0%)

Value$284.3K (+$13.9K)

Filed 2026-10-28

Marathon Capital Management

UNCHANGED

Shares3,461 from 3,461

Change0 (0%)

Value$277.1K (+$13.6K)

Filed 2026-10-23

Joel Isaacson & Co., LLC

UNCHANGED

Shares3,405 from 3,405

Change0 (0%)

Value$272.7K (+$13.3K)

Filed 2026-11-05

GK Wealth Management LLC

DECREASED

Shares3,287 from 6,344

Change-3,057 (-48%)

Value$263.2K (-$219.9K)

Filed 2026-10-09

Richmond Investment Services, LLC

DECREASED

Shares3,268 from 3,825

Change-557 (-15%)

Value$261.7K (-$29.6K)

Filed 2026-10-29

KFA Private Wealth Group, LLC

UNCHANGED

Shares3,256 from 3,256

Change0 (0%)

Value$260.7K (+$12.8K)

Filed 2026-10-07

Savant Capital, LLC

DECREASED

Shares3,240 from 5,800

Change-2,560 (-44%)

Value$259.5K (-$152.7K)

Filed 2026-11-06

Howard Financial Services, Ltd.

DECREASED

Shares3,077 from 3,879

Change-802 (-21%)

Value$246.4K (-$49.0K)

Filed 2026-10-15

Sound Income Strategies, LLC

DECREASED

Shares3,003 from 3,019

Change-16 (-1%)

Value$243.6K (+$13.7K)

Filed 2026-10-09

Murphy, Middleton, Hinkle & Parker, Inc.

UNCHANGED

Shares2,986 from 2,986

Change0 (0%)

Value$239.1K (+$11.7K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares2,966 from 2,565

Change+401 (+16%)

Value$237.5K (+$42.2K)

Filed 2026-10-08

Great Lakes Retirement, Inc.

UNCHANGED

Shares2,851 from 2,851

Change0 (0%)

Value$228.3K (+$11.2K)

Filed 2026-10-26

Sigma Planning Corp

DECREASED

Shares2,631 from 2,637

Change-6 (0%)

Value$205.9K (+$5.1K)

Filed 2026-10-23

Allworth Financial LP

INCREASED

Shares2,530 from 100

Change+2,430 (+2430%)

Value$192.7K (+$185.1K)

Filed 2026-11-06

Mesirow Financial Investment Management, Inc.

NEW

Shares2,518

Change+2,518

Value$201.6K

Filed 2026-11-05

US Bancorp \de\

INCREASED

Shares2,340 from 955

Change+1,385 (+145%)

Value$187.4K (+$114.7K)

Filed 2026-11-05

Rossby Financial, LCC

INCREASED

Shares1,857 from 1,832

Change+25 (+1%)

Value$148.7K (+$9.2K)

Filed 2026-11-05

Key Capital Management, Inc

NEW

Shares1,600

Change+1,600

Value$128.1K

Filed 2026-11-03

Koshinski Asset Management, Inc.

DECREASED

Shares1,275 from 1,439

Change-164 (-11%)

Value$686.9K (-$119.2K)

Filed 2026-10-29

Parkside Financial Bank & Trust

UNCHANGED

Shares1,226 from 1,226

Change0 (0%)

Value$98.1K (+$4.8K)

Filed 2026-10-27

Triumph Capital Management

INCREASED

Shares925 from 924

Change+1 (+0%)

Value$74.1K (+$3.7K)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$64.1K (+$3.1K)

Filed 2026-11-04

Trust Co

UNCHANGED

Shares720 from 720

Change0 (0%)

Value$57.7K (+$2.8K)

Filed 2026-10-09

Main Street Group, LTD

UNCHANGED

Shares663 from 663

Change0 (0%)

Value$53.1K (+$2.6K)

Filed 2026-10-28

Cassaday & Co Wealth Management LLC

DECREASED

Shares600 from 800

Change-200 (-25%)

Value$48.0K (-$12.9K)

Filed 2026-10-27

Evermay Wealth Management LLC

DECREASED

Shares579 from 650

Change-71 (-11%)

Value$46.4K (-$3.1K)

Filed 2026-11-05

TD Waterhouse Canada Inc.

UNCHANGED

Shares550 from 550

Change0 (0%)

Value$44.1K (+$2.2K)

Filed 2026-10-16

Asset Dedication, LLC

UNCHANGED

Shares318 from 318

Change0 (0%)

Value$25.5K (+$1.2K)

Filed 2026-11-03

Paladin Partners, LLC

UNCHANGED

Shares311 from 311

Change0 (0%)

Value$24.9K (+$1.2K)

Filed 2026-10-06

Assetmark, Inc

INCREASED

Shares300 from 103

Change+197 (+191%)

Value$24.0K (+$16.2K)

Filed 2026-10-21

Cape Investment Advisory, Inc.

DECREASED

Shares285 from 560

Change-275 (-49%)

Value$22.8K (-$19.8K)

Filed 2026-10-13

Signaturefd, LLC

INCREASED

Shares283 from 26

Change+257 (+988%)

Value$22.6K (+$20.6K)

Filed 2026-10-23

Trust Co of Vermont

UNCHANGED

Shares262 from 262

Change0 (0%)

Value$21.0K (+$1.0K)

Filed 2026-10-21

Financial Management Professionals, Inc.

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$20.0K (+$982)

Filed 2026-10-23

Hilton Head Capital Partners, LLC

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$18.4K (+$901)

Filed 2026-10-23

Golden State Wealth Management, LLC

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$17.6K (+$864)

Filed 2026-11-02

Lloyd Advisory Services, Llc.

NEW

Shares207

Change+207

Value$16.6K

Filed 2026-11-02

Rothwell Investment Advisors, LLC

NEW

Shares181

Change+181

Value$14.5K

Filed 2026-11-06

Marquette Asset Management, LLC

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$12.9K (+$631)

Filed 2026-10-09

Pittenger & Anderson Inc

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$12.0K (+$588)

Filed 2026-11-02

American Capital Advisory, LLC

UNCHANGED

Shares132 from 132

Change0 (0%)

Value$10.5K (+$516)

Filed 2026-10-28

Wolff Wiese Magana LLC

UNCHANGED

Shares127 from 127

Change0 (0%)

Value$10.2K (+$498)

Filed 2026-10-15

Jnba Financial Advisors

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$10.0K (+$491)

Filed 2026-11-03

Archer Investment Corp

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$8.0K (+$392)

Filed 2026-11-05

Signature Equity Partners, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$8.0K (+$392)

Filed 2026-10-29

Southern Michigan Bank & Trust

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$8.0K (+$392)

Filed 2026-10-19

Aspect Partners, LLC

UNCHANGED

Shares82 from 82

Change0 (0%)

Value$6.6K (+$322)

Filed 2026-10-20

GGM Financial LLC

NEW

Shares55

Change+55

Value$4.4K

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares25

Change+25

Value$2.0K

Filed 2026-10-21

Country Trust Bank

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$1.8K (+$90)

Filed 2026-10-30

Downshift Financial, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.2K (+$59)

Filed 2026-10-13

Key FInancial Inc

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.2K (+$59)

Filed 2026-11-02

Russell Investments Group, Ltd.

INCREASED

Shares10 from 5

Change+5 (+100%)

Value$801 (+$420)

Filed 2026-11-06

Citigroup Inc

NEW

Shares1

Change+1

Value$80

Filed 2026-11-04

Cullen T Bankers, Inc.

DECREASED

Shares1 from 181

Change-180 (-99%)

Value$77 (-$13.7K)

Filed 2026-10-28

Simplicity Wealth,LLC

CLOSED

Shares0 from 4,244

Change-4,244 (-100%)

Value$0 (-$323.2K)

Filed 2026-10-23

Fiduciary Alliance LLC

CLOSED

Shares0 from 3,094

Change-3,094 (-100%)

Value$0 (-$235.6K)

Filed 2026-10-13

Wellington Grp LLC

CLOSED

Shares0 from 380

Change-380 (-100%)

Value$0 (-$25.1K)

Filed 2026-11-06

Bullseye Investment Management, LLC

CLOSED

Shares0 from 137

Change-137 (-100%)

Value$0 (-$10.4K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 1,433,752

Change-1,433,752 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 887,774

Change-887,774 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 670,717

Change-670,717 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 378,325

Change-378,325 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 213,504

Change-213,504 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 172,512

Change-172,512 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 163,846

Change-163,846 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 128,580

Change-128,580 (-100%)

Value—

&partners

N/A

Shares— from 101,169

Change-101,169 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 79,942

Change-79,942 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 68,714

Change-68,714 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 67,232

Change-67,232 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 60,673

Change-60,673 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 55,819

Change-55,819 (-100%)

Value—

Synergy Financial Group, LTD

N/A

Shares— from 51,883

Change-51,883 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 47,144

Change-47,144 (-100%)

Value—

Planwiser Financial, LLC

N/A

Shares— from 40,670

Change-40,670 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 38,862

Change-38,862 (-100%)

Value—

FMR LLC

N/A

Shares— from 36,496

Change-36,496 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 23,517

Change-23,517 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 21,432

Change-21,432 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 20,800

Change-20,800 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 20,730

Change-20,730 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 18,691

Change-18,691 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 17,005

Change-17,005 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 16,744

Change-16,744 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 16,648

Change-16,648 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 16,309

Change-16,309 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,981

Change-15,981 (-100%)

Value—

Intrepid Financial Planning Group LLC

N/A

Shares— from 15,011

Change-15,011 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 14,458

Change-14,458 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 14,302

Change-14,302 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,850

Change-13,850 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,698

Change-12,698 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 12,671

Change-12,671 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,763

Change-10,763 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 9,148

Change-9,148 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 9,110

Change-9,110 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 8,938

Change-8,938 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 8,275

Change-8,275 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,886

Change-7,886 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 7,765

Change-7,765 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 7,526

Change-7,526 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 7,090

Change-7,090 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 6,516

Change-6,516 (-100%)

Value—

UBS Group AG

N/A

Shares— from 6,141

Change-6,141 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 5,998

Change-5,998 (-100%)

Value—

Lowe Brockenbrough & Co Inc

N/A

Shares— from 5,900

Change-5,900 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 5,784

Change-5,784 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 5,339

Change-5,339 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,220

Change-5,220 (-100%)

Value—

Headinvest, LLC

N/A

Shares— from 4,795

Change-4,795 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 4,456

Change-4,456 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 4,451

Change-4,451 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 4,100

Change-4,100 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 3,859

Change-3,859 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 3,853

Change-3,853 (-100%)

Value—

Chokshi & Queen Wealth Advisors, Inc

N/A

Shares— from 3,788

Change-3,788 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 3,676

Change-3,676 (-100%)

Value—

X-Square Capital, LLC

N/A

Shares— from 3,475

Change-3,475 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 3,467

Change-3,467 (-100%)

Value—

Lbmc Investment Advisors, LLC

N/A

Shares— from 3,364

Change-3,364 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 3,357

Change-3,357 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,256

Change-3,256 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 3,094

Change-3,094 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 3,025

Change-3,025 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 2,869

Change-2,869 (-100%)

Value—

Concorde Asset Management, LLC

N/A

Shares— from 2,807

Change-2,807 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,927

Change-1,927 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,873

Change-1,873 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,390

Change-1,390 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,093

Change-1,093 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 710

Change-710 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 458

Change-458 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 427

Change-427 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 397

Change-397 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 338

Change-338 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 310

Change-310 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 227

Change-227 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 213

Change-213 (-100%)

Value—

Wiser Advisor Group LLC

N/A

Shares— from 171

Change-171 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 91

Change-91 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 35

Change-35 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 28

Change-28 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 19

Change-19 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	1,147,457	1,316,427	-168,970	-13%	$100.3M	$91.9M	-$8.4M	2026-11-06
Amplius Wealth Advisors, LLC	INCREASED	953,813	936,549	+17,264	+2%	$71.3M	$76.4M	+$5.1M	2026-10-20
Cambridge Investment Research Advisors, Inc.	INCREASED	381,163	344,571	+36,592	+11%	$26.2M	$30.5K	-$26.2M	2026-11-02
Goodman Advisory Group, LLC	DECREASED	87,182	130,669	-43,487	-33%	$10.0M	$7.0M	-$3.0M	2026-11-02
Prospera Financial Services Inc	INCREASED	83,617	32,762	+50,855	+155%	$2.5M	$6.4M	+$3.9M	2026-11-04
Walker Asset Management, LLC	INCREASED	81,720	80,745	+975	+1%	$6.1M	$6.5M	+$394.6K	2026-10-13
Visionary Wealth Advisors	INCREASED	75,970	75,129	+841	+1%	$5.7M	$6.1M	+$361.9K	2026-11-04
Wealthcare Advisory Partners LLC	INCREASED	73,299	69,812	+3,487	+5%	$5.3M	$5.9M	+$552.9K	2026-10-21
Larson Financial Group LLC	DECREASED	70,371	70,506	-135	0%	$5.4M	$5.6M	+$265.6K	2026-11-05
Elevation Capital Advisory, LLC	INCREASED	65,463	35,498	+29,965	+84%	$2.7M	$5.2M	+$2.5M	2026-10-29
Redwood Financial Network Corp	DECREASED	59,474	60,356	-882	-1%	$4.6M	$4.8M	+$166.0K	2026-11-03
Commonwealth Equity Services, LLC	INCREASED	53,184	51,969	+1,215	+2%	$4.0M	$4.3M	+$301.0K	2026-11-02
Northbridge Financial Group, LLC	INCREASED	35,774	34,942	+832	+2%	$2.7M	$2.9M	+$269.1K	2026-11-05
Creative Planning	INCREASED	28,956	27,957	+999	+4%	$2.1M	$2.3M	+$189.6K	2026-11-02
Avidian Wealth Enterprises, LLC	UNCHANGED	28,381	28,381	0	0%	$2.2M	$2.3M	+$111.3K	2026-10-08
Dale Q Rice Investment Management Ltd	DECREASED	23,764	23,788	-24	0%	$1.8M	$1.9M	+$91.3K	2026-10-09
Arbor Wealth Management Llc\az	DECREASED	20,485	20,644	-159	-1%	$1.6M	$1.6M	+$68.3K	2026-10-20
Steel Grove Capital Advisors, LLC	UNCHANGED	19,107	19,107	0	0%	$1.5M	$1.5M	+$74.9K	2026-10-13
First Heartland Consultants, Inc.	INCREASED	18,642	17,997	+645	+4%	$1.4M	$1.5M	+$122.2K	2026-10-08
Signal Advisors Wealth, LLC	INCREASED	16,795	11,813	+4,982	+42%	$899.7K	$1.3M	+$445.3K	2026-10-13
Titleist Asset Management, LLC	DECREASED	16,406	16,536	-130	-1%	$1.3M	$1.3M	+$54.4K	2026-10-08
Kestra Advisory Services, LLC	INCREASED	15,697	15,220	+477	+3%	$1.2M	$1.3M	+$97.9K	2026-11-02
Apollon Wealth Management, LLC	INCREASED	13,325	8,410	+4,915	+58%	$640.5K	$1.1M	+$426.5K	2026-10-23
Perigon Wealth Management, LLC	DECREASED	12,757	13,212	-455	-3%	$1.0M	$1.0M	+$15.4K	2026-10-22
Concurrent Investment Advisors, LLC	INCREASED	12,640	11,881	+759	+6%	$904.9K	$1.0M	+$107.4K	2026-10-16
Harmony Asset Management LLC	INCREASED	12,325	11,393	+932	+8%	$867.7K	$987.0K	+$119.3K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	10,430	10,412	+18	+0%	$809.8K	$846.2K	+$36.4K	2026-10-13
Creative Financial Designs Inc	INCREASED	10,421	599	+9,822	+1640%	$45.6K	$834.5K	+$788.9K	2026-11-04
J.W. Cole Advisors, Inc.	DECREASED	9,819	10,312	-493	-5%	$785.3K	$786.3K	+$1.0K	2026-11-05
Spire Wealth Management	UNCHANGED	9,610	9,610	0	0%	$731.9K	$769.6K	+$37.7K	2026-10-30
Davenport & Co LLC	DECREASED	8,900	9,500	-600	-6%	$723.5K	$712.7K	-$10.8K	2026-10-14
Dala Group, LLC	INCREASED	8,698	8,588	+110	+1%	$654.1K	$696.5K	+$42.4K	2026-10-29
IFP Advisors, Inc	INCREASED	8,200	6,940	+1,260	+18%	$528.6K	$656.7K	+$128.1K	2026-10-16
Corps Capital Advisors, LLC	UNCHANGED	8,105	8,105	0	0%	$617.3K	$649.1K	+$31.8K	2026-11-05
Bison Wealth, LLC	INCREASED	7,932	7,373	+559	+8%	$569.9K	$646.3K	+$76.4K	2026-10-13
Saxony Capital Management, LLC	INCREASED	7,406	6,891	+515	+7%	$524.9K	$593.1K	+$68.3K	2026-10-15
Founders Financial Securities LLC	INCREASED	7,166	6,160	+1,006	+16%	$469.1K	$573.9K	+$104.7K	2026-10-28
Portfolio Strategies, Inc.	DECREASED	6,981	7,162	-181	-3%	$545.5K	$559.0K	+$13.6K	2026-11-06
Brookstone Capital Management	DECREASED	6,871	7,284	-413	-6%	$554.7K	$550.2K	-$4.5K	2026-10-22
True Private Wealth Advisors	DECREASED	6,614	6,615	-1	0%	$503.8K	$529.7K	+$25.9K	2026-10-19
CoreCap Advisors, LLC	DECREASED	6,511	6,702	-191	-3%	$510.4K	$521.4K	+$11.0K	2026-10-08
RFG Advisory, LLC	DECREASED	5,755	6,160	-405	-7%	$469.1K	$460.9K	-$8.3K	2026-11-03
Almanack Investment Partners, Llc.	DECREASED	5,697	5,727	-30	-1%	$436.2K	$456.2K	+$20.0K	2026-11-03
Carrera Capital Advisors	UNCHANGED	5,600	5,600	0	0%	$426.5K	$448.4K	+$22.0K	2026-11-03
Sherman Wealth Management LLC	UNCHANGED	5,511	5,511	0	0%	$419.7K	$441.4K	+$21.6K	2026-10-16
Independent Financial Group, LLC	INCREASED	5,482	4,788	+694	+14%	$364.6K	$439.0K	+$74.3K	2026-10-13
Cornell Pochily Investment Advisors, Inc.	DECREASED	5,268	5,418	-150	-3%	$412.6K	$421.8K	+$9.2K	2026-10-19
Fifth Third Bancorp	INCREASED	5,129	4,819	+310	+6%	$367.0K	$410.7K	+$43.7K	2026-11-05
AlphaStar Capital Management, LLC	INCREASED	4,881	3,332	+1,549	+46%	$253.8K	$390.9K	+$137.1K	2026-10-16
Integrated Advisors Network LLC	DECREASED	4,726	4,876	-150	-3%	$371.4K	$378.4K	+$7.1K	2026-10-20
B. Riley Wealth Advisors, Inc.	UNCHANGED	4,385	4,385	0	0%	$330.9K	$351.2K	+$20.3K	2026-10-13
OpenArc Corporate Advisory, LLC	UNCHANGED	4,240	4,240	0	0%	$322.9K	$339.5K	+$16.6K	2026-10-21
Burney Co/	NEW	4,038	—	+4,038	—	—	$323.3K	—	2026-10-15
Peterson Wealth Management	NEW	4,027	—	+4,027	—	—	$322.5K	—	2026-11-06
Isthmus Partners, LLC	UNCHANGED	3,760	3,760	0	0%	$286.3K	$301.1K	+$14.7K	2026-10-21
World Equity Group, Inc.	NEW	3,580	—	+3,580	—	—	$286.7K	—	2026-10-14
D.A. Davidson & Co.	UNCHANGED	3,550	3,550	0	0%	$270.4K	$284.3K	+$13.9K	2026-10-28
Marathon Capital Management	UNCHANGED	3,461	3,461	0	0%	$263.6K	$277.1K	+$13.6K	2026-10-23
Joel Isaacson & Co., LLC	UNCHANGED	3,405	3,405	0	0%	$259.3K	$272.7K	+$13.3K	2026-11-05
GK Wealth Management LLC	DECREASED	3,287	6,344	-3,057	-48%	$483.2K	$263.2K	-$219.9K	2026-10-09
Richmond Investment Services, LLC	DECREASED	3,268	3,825	-557	-15%	$291.3K	$261.7K	-$29.6K	2026-10-29
KFA Private Wealth Group, LLC	UNCHANGED	3,256	3,256	0	0%	$248.0K	$260.7K	+$12.8K	2026-10-07
Savant Capital, LLC	DECREASED	3,240	5,800	-2,560	-44%	$412.2K	$259.5K	-$152.7K	2026-11-06
Howard Financial Services, Ltd.	DECREASED	3,077	3,879	-802	-21%	$295.4K	$246.4K	-$49.0K	2026-10-15
Sound Income Strategies, LLC	DECREASED	3,003	3,019	-16	-1%	$229.9K	$243.6K	+$13.7K	2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.	UNCHANGED	2,986	2,986	0	0%	$227.4K	$239.1K	+$11.7K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	2,966	2,565	+401	+16%	$195.3K	$237.5K	+$42.2K	2026-10-08
Great Lakes Retirement, Inc.	UNCHANGED	2,851	2,851	0	0%	$217.1K	$228.3K	+$11.2K	2026-10-26
Sigma Planning Corp	DECREASED	2,631	2,637	-6	0%	$200.8K	$205.9K	+$5.1K	2026-10-23
Allworth Financial LP	INCREASED	2,530	100	+2,430	+2430%	$7.6K	$192.7K	+$185.1K	2026-11-06
Mesirow Financial Investment Management, Inc.	NEW	2,518	—	+2,518	—	—	$201.6K	—	2026-11-05
US Bancorp \de\	INCREASED	2,340	955	+1,385	+145%	$72.7K	$187.4K	+$114.7K	2026-11-05
Rossby Financial, LCC	INCREASED	1,857	1,832	+25	+1%	$139.5K	$148.7K	+$9.2K	2026-11-05
Key Capital Management, Inc	NEW	1,600	—	+1,600	—	—	$128.1K	—	2026-11-03
Koshinski Asset Management, Inc.	DECREASED	1,275	1,439	-164	-11%	$806.0K	$686.9K	-$119.2K	2026-10-29
Parkside Financial Bank & Trust	UNCHANGED	1,226	1,226	0	0%	$93.3K	$98.1K	+$4.8K	2026-10-27
Triumph Capital Management	INCREASED	925	924	+1	+0%	$70.4K	$74.1K	+$3.7K	2026-10-14
EverSource Wealth Advisors, LLC	UNCHANGED	800	800	0	0%	$60.9K	$64.1K	+$3.1K	2026-11-04
Trust Co	UNCHANGED	720	720	0	0%	$54.8K	$57.7K	+$2.8K	2026-10-09
Main Street Group, LTD	UNCHANGED	663	663	0	0%	$50.5K	$53.1K	+$2.6K	2026-10-28
Cassaday & Co Wealth Management LLC	DECREASED	600	800	-200	-25%	$60.9K	$48.0K	-$12.9K	2026-10-27
Evermay Wealth Management LLC	DECREASED	579	650	-71	-11%	$49.5K	$46.4K	-$3.1K	2026-11-05
TD Waterhouse Canada Inc.	UNCHANGED	550	550	0	0%	$41.9K	$44.1K	+$2.2K	2026-10-16
Asset Dedication, LLC	UNCHANGED	318	318	0	0%	$24.2K	$25.5K	+$1.2K	2026-11-03
Paladin Partners, LLC	UNCHANGED	311	311	0	0%	$23.7K	$24.9K	+$1.2K	2026-10-06
Assetmark, Inc	INCREASED	300	103	+197	+191%	$7.8K	$24.0K	+$16.2K	2026-10-21
Cape Investment Advisory, Inc.	DECREASED	285	560	-275	-49%	$42.7K	$22.8K	-$19.8K	2026-10-13
Signaturefd, LLC	INCREASED	283	26	+257	+988%	$2.0K	$22.6K	+$20.6K	2026-10-23
Trust Co of Vermont	UNCHANGED	262	262	0	0%	$20.0K	$21.0K	+$1.0K	2026-10-21
Financial Management Professionals, Inc.	UNCHANGED	250	250	0	0%	$19.1K	$20.0K	+$982	2026-10-23
Hilton Head Capital Partners, LLC	UNCHANGED	230	230	0	0%	$17.5K	$18.4K	+$901	2026-10-23
Golden State Wealth Management, LLC	UNCHANGED	220	220	0	0%	$16.8K	$17.6K	+$864	2026-11-02
Lloyd Advisory Services, Llc.	NEW	207	—	+207	—	—	$16.6K	—	2026-11-02
Rothwell Investment Advisors, LLC	NEW	181	—	+181	—	—	$14.5K	—	2026-11-06
Marquette Asset Management, LLC	UNCHANGED	161	161	0	0%	$12.3K	$12.9K	+$631	2026-10-09
Pittenger & Anderson Inc	UNCHANGED	150	150	0	0%	$11.4K	$12.0K	+$588	2026-11-02
American Capital Advisory, LLC	UNCHANGED	132	132	0	0%	$10.0K	$10.5K	+$516	2026-10-28
Wolff Wiese Magana LLC	UNCHANGED	127	127	0	0%	$9.7K	$10.2K	+$498	2026-10-15
Jnba Financial Advisors	UNCHANGED	125	125	0	0%	$9.5K	$10.0K	+$491	2026-11-03
Archer Investment Corp	UNCHANGED	100	100	0	0%	$7.6K	$8.0K	+$392	2026-11-05
Signature Equity Partners, LLC	UNCHANGED	100	100	0	0%	$7.6K	$8.0K	+$392	2026-10-29
Southern Michigan Bank & Trust	UNCHANGED	100	100	0	0%	$7.6K	$8.0K	+$392	2026-10-19
Aspect Partners, LLC	UNCHANGED	82	82	0	0%	$6.2K	$6.6K	+$322	2026-10-20
GGM Financial LLC	NEW	55	—	+55	—	—	$4.4K	—	2026-11-05
Root Financial Partners, LLC	NEW	25	—	+25	—	—	$2.0K	—	2026-10-21
Country Trust Bank	UNCHANGED	23	23	0	0%	$1.8K	$1.8K	+$90	2026-10-30
Downshift Financial, LLC	UNCHANGED	15	15	0	0%	$1.1K	$1.2K	+$59	2026-10-13
Key FInancial Inc	UNCHANGED	15	15	0	0%	$1.1K	$1.2K	+$59	2026-11-02
Russell Investments Group, Ltd.	INCREASED	10	5	+5	+100%	$381	$801	+$420	2026-11-06
Citigroup Inc	NEW	1	—	+1	—	—	$80	—	2026-11-04
Cullen T Bankers, Inc.	DECREASED	1	181	-180	-99%	$13.8K	$77	-$13.7K	2026-10-28
Simplicity Wealth,LLC	CLOSED	0	4,244	-4,244	-100%	$323.2K	$0	-$323.2K	2026-10-23
Fiduciary Alliance LLC	CLOSED	0	3,094	-3,094	-100%	$235.6K	$0	-$235.6K	2026-10-13
Wellington Grp LLC	CLOSED	0	380	-380	-100%	$25.1K	$0	-$25.1K	2026-11-06
Bullseye Investment Management, LLC	CLOSED	0	137	-137	-100%	$10.4K	$0	-$10.4K	2026-10-29
Morgan Stanley	N/A	—	1,433,752	-1,433,752	-100%	$109.2M	—	—	—
Raymond James Financial Inc	N/A	—	887,774	-887,774	-100%	$67.6M	—	—	—
Wells Fargo & Company	N/A	—	670,717	-670,717	-100%	$51.1M	—	—	—
Private Advisor Group, LLC	N/A	—	378,325	-378,325	-100%	$28.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	213,504	-213,504	-100%	$16.3M	—	—	—
Cetera Investment Advisers	N/A	—	172,512	-172,512	-100%	$13.1M	—	—	—
Royal Bank of Canada	N/A	—	163,846	-163,846	-100%	$12.5M	—	—	—
Wealthspire Advisors, LLC	N/A	—	128,580	-128,580	-100%	$9.8M	—	—	—
&partners	N/A	—	101,169	-101,169	-100%	$7.7M	—	—	—
IHT Wealth Management, LLC	N/A	—	79,942	-79,942	-100%	$6.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	68,714	-68,714	-100%	$5.2M	—	—	—
WCG Wealth Advisors LLC	N/A	—	67,232	-67,232	-100%	$5.1M	—	—	—
Western Wealth Management, LLC	N/A	—	60,673	-60,673	-100%	$4.6M	—	—	—
Wealthfront Advisers LLC	N/A	—	55,819	-55,819	-100%	$4.3M	—	—	—
Synergy Financial Group, LTD	N/A	—	51,883	-51,883	-100%	$4.0M	—	—	—
Stifel Financial Corp	N/A	—	47,144	-47,144	-100%	$3.6M	—	—	—
Planwiser Financial, LLC	N/A	—	40,670	-40,670	-100%	$3.1M	—	—	—
Mutual Advisors, LLC	N/A	—	38,862	-38,862	-100%	$3.0M	—	—	—
FMR LLC	N/A	—	36,496	-36,496	-100%	$2.8M	—	—	—
GTS Securities LLC	N/A	—	23,517	-23,517	-100%	$1.8M	—	—	—
MML Investors Services, LLC	N/A	—	21,432	-21,432	-100%	$1.6M	—	—	—
Two Sigma Investments, LP	N/A	—	20,800	-20,800	-100%	$1.6M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	20,730	-20,730	-100%	$1.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	18,691	-18,691	-100%	$1.4M	—	—	—
Brown Advisory Inc	N/A	—	17,005	-17,005	-100%	$1.3M	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	16,744	-16,744	-100%	$1.3M	—	—	—
AE Wealth Management LLC	N/A	—	16,648	-16,648	-100%	$1.3M	—	—	—
Ameriprise Financial Inc	N/A	—	16,309	-16,309	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	15,981	-15,981	-100%	$1.2M	—	—	—
Intrepid Financial Planning Group LLC	N/A	—	15,011	-15,011	-100%	$1.1M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	14,458	-14,458	-100%	$1.1M	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	14,302	-14,302	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	13,850	-13,850	-100%	$1.1M	—	—	—
Arax Advisory Partners	N/A	—	12,698	-12,698	-100%	$967.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	12,671	-12,671	-100%	$965.1K	—	—	—
Jane Street Group, LLC	N/A	—	10,763	-10,763	-100%	$819.7K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	9,148	-9,148	-100%	$696.3K	—	—	—
Keystone Financial Group	N/A	—	9,110	-9,110	-100%	$693.8K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	8,938	-8,938	-100%	$680.7K	—	—	—
Calton & Associates, Inc.	N/A	—	8,275	-8,275	-100%	$630.2K	—	—	—
Mariner, LLC	N/A	—	7,886	-7,886	-100%	$600.6K	—	—	—
Focus Partners Wealth	N/A	—	7,765	-7,765	-100%	$591.4K	—	—	—
Brookwood Investment Group LLC	N/A	—	7,526	-7,526	-100%	$573.2K	—	—	—
Equitable Holdings, Inc.	N/A	—	7,090	-7,090	-100%	$539.9K	—	—	—
HighTower Advisors, LLC	N/A	—	6,516	-6,516	-100%	$496.3K	—	—	—
UBS Group AG	N/A	—	6,141	-6,141	-100%	$467.7K	—	—	—
Glassman Wealth Services	N/A	—	5,998	-5,998	-100%	$456.8K	—	—	—
Lowe Brockenbrough & Co Inc	N/A	—	5,900	-5,900	-100%	$449.3K	—	—	—
BlackRock, Inc.	N/A	—	5,784	-5,784	-100%	$440.5K	—	—	—
HRT Financial LP	N/A	—	5,339	-5,339	-100%	$406.0K	—	—	—
Harbour Investments, Inc.	N/A	—	5,220	-5,220	-100%	$397.5K	—	—	—
Headinvest, LLC	N/A	—	4,795	-4,795	-100%	$365.2K	—	—	—
Waverly Advisors, LLC	N/A	—	4,456	-4,456	-100%	$339.4K	—	—	—
Coldstream Capital Management Inc	N/A	—	4,451	-4,451	-100%	$339.0K	—	—	—
Berger Financial Group, Inc	N/A	—	4,100	-4,100	-100%	$312.3K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	3,859	-3,859	-100%	$293.9K	—	—	—
Quantinno Capital Management LP	N/A	—	3,853	-3,853	-100%	$293.5K	—	—	—
Chokshi & Queen Wealth Advisors, Inc	N/A	—	3,788	-3,788	-100%	$288.5K	—	—	—
EP Wealth Advisors, LLC	N/A	—	3,676	-3,676	-100%	$279.9K	—	—	—
X-Square Capital, LLC	N/A	—	3,475	-3,475	-100%	$265.0K	—	—	—
Empower Advisory Group, LLC	N/A	—	3,467	-3,467	-100%	$264.0K	—	—	—
Lbmc Investment Advisors, LLC	N/A	—	3,364	-3,364	-100%	$256.2K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	3,357	-3,357	-100%	$255.7K	—	—	—
JPMorgan Chase & Co	N/A	—	3,256	-3,256	-100%	$245.8K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	3,094	-3,094	-100%	$235.6K	—	—	—
Brown Brothers Harriman & Co	N/A	—	3,025	-3,025	-100%	$230.4K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	2,869	-2,869	-100%	$218.5K	—	—	—
Concorde Asset Management, LLC	N/A	—	2,807	-2,807	-100%	$213.8K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	2,750	-2,750	-100%	$209.5K	—	—	—
BFC Planning, Inc.	N/A	—	1,927	-1,927	-100%	$146.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,873	-1,873	-100%	$142.6K	—	—	—
Hollencrest Capital Management	N/A	—	1,500	-1,500	-100%	$114.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,390	-1,390	-100%	$105.9K	—	—	—
Bank of Montreal	N/A	—	1,100	-1,100	-100%	$83.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,093	-1,093	-100%	$83.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	710	-710	-100%	$54.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	458	-458	-100%	$34.9K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	427	-427	-100%	$32.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	397	-397	-100%	$30.2K	—	—	—
Graney & King, LLC	N/A	—	338	-338	-100%	$25.8K	—	—	—
Kerr Financial Planning Corp	N/A	—	310	-310	-100%	$23.6K	—	—	—
Founders Financial Alliance, LLC	N/A	—	227	-227	-100%	$17.3K	—	—	—
Nova Wealth Management, Inc.	N/A	—	213	-213	-100%	$16.2K	—	—	—
Wiser Advisor Group LLC	N/A	—	171	-171	-100%	$13.1K	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	125	-125	-100%	$9.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	100	-100	-100%	$7.6K	—	—	—
Huntington National Bank	N/A	—	91	-91	-100%	$6.9K	—	—	—
Crews Bank & Trust	N/A	—	35	-35	-100%	$2.7K	—	—	—
Ancora Advisors LLCA	N/A	—	28	-28	-100%	$2.1K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	26	-26	-100%	$2.0K	—	—	—
Vanguard Advisers Inc	N/A	—	19	-19	-100%	$1.5K	—	—	—
Bogart Wealth, LLC	N/A	—	12	-12	-100%	$917	—	—	—

Showing 207 of 207 institutions