Reaves Utility Income Fund (UTG)

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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Commonwealth Equity Services, LLC

DECREASED

Shares425,991 from 437,513

Change-11,522 (-3%)

Value$14.6M (-$3.2M)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

DECREASED

Shares321,361 from 323,107

Change-1,746 (-1%)

Value$11.0M (-$2.1M)

Filed 2026-11-05

Gerald Baker Financial Group LLC

INCREASED

Shares266,240 from 250,323

Change+15,917 (+6%)

Value$9.1M (-$1.0M)

Filed 2026-10-09

OAK Family Advisors, LLC

DECREASED

Shares242,912 from 247,979

Change-5,067 (-2%)

Value$8.3M (-$1.8M)

Filed 2026-10-19

Magnus Financial Group LLC

DECREASED

Shares234,914 from 238,730

Change-3,816 (-2%)

Value$8.1M (-$1.7M)

Filed 2026-10-21

Sterling Investment Advisors, Ltd.

INCREASED

Shares193,390 from 189,654

Change+3,736 (+2%)

Value$6.6M (-$1.1M)

Filed 2026-10-27

JBR Co Financial Management Inc

DECREASED

Shares141,083 from 142,777

Change-1,694 (-1%)

Value$5.6M (-$180.4K)

Filed 2026-10-13

HBW Advisory Services LLC

INCREASED

Shares137,098 from 111,666

Change+25,432 (+23%)

Value$4.7M (+$162.3K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares102,315 from 109,857

Change-7,542 (-7%)

Value$3.5K (-$4.5M)

Filed 2026-11-02

Lido Advisors, LLC

DECREASED

Shares97,598 from 98,304

Change-706 (-1%)

Value$3.4M (-$650.5K)

Filed 2026-11-04

Wealth Effects LLC

INCREASED

Shares93,009 from 81,985

Change+11,024 (+13%)

Value$3.2M (-$143.6K)

Filed 2026-10-23

Reaves W H & Co Inc

INCREASED

Shares87,045 from 85,747

Change+1,298 (+2%)

Value$3.0M (-$501.6K)

Filed 2026-11-06

Samalin Investment Counsel, LLC

INCREASED

Shares80,653 from 49,883

Change+30,770 (+62%)

Value$2.8M (+$739.2K)

Filed 2026-10-23

Oppenheimer & Co Inc

INCREASED

Shares77,201 from 71,431

Change+5,770 (+8%)

Value$2.7M (-$256.8K)

Filed 2026-10-26

Smith Asset Management Co., LLC

DECREASED

Shares72,740 from 73,879

Change-1,139 (-2%)

Value$2.5M (-$509.7K)

Filed 2026-10-16

NWF Advisory Services Inc.

INCREASED

Shares72,655 from 69,225

Change+3,430 (+5%)

Value$2.5M (-$323.1K)

Filed 2026-10-19

PNC Financial Services Group, Inc.

INCREASED

Shares67,269 from 63,136

Change+4,133 (+7%)

Value$2.3M (-$260.2K)

Filed 2026-11-06

LongView Wealth Management

DECREASED

Shares66,696 from 67,338

Change-642 (-1%)

Value$2.3M (-$451.0K)

Filed 2026-10-19

Lanark Financial, Inc.

INCREASED

Shares59,184 from 54,264

Change+4,920 (+9%)

Value$2.0M (-$176.7K)

Filed 2026-10-26

Stevens Capital Partners

INCREASED

Shares57,000 from 56,038

Change+962 (+2%)

Value$2.0M (-$323.9K)

Filed 2026-10-29

Griffin Asset Management, Inc.

INCREASED

Shares52,742 from 51,635

Change+1,107 (+2%)

Value$1.8M (-$290.9K)

Filed 2026-10-22

Independent Financial Group, LLC

DECREASED

Shares51,898 from 89,708

Change-37,810 (-42%)

Value$1.8M (-$1.9M)

Filed 2026-10-13

Kestra Advisory Services, LLC

DECREASED

Shares51,080 from 52,218

Change-1,138 (-2%)

Value$1.8M (-$371.7K)

Filed 2026-11-02

Marks Group Wealth Management, Inc

NEW

Shares50,188

Change+50,188

Value$1.7M

Filed 2026-11-05

Integrity Alliance, Llc.

INCREASED

Shares48,980 from 45,914

Change+3,066 (+7%)

Value$1.7M (-$187.2K)

Filed 2026-10-29

Kercheville Advisors, LLC

DECREASED

Shares48,513 from 49,353

Change-840 (-2%)

Value$1.7M (-$343.2K)

Filed 2026-10-19

Strategic Family Wealth Counselors, L.L.C.

INCREASED

Shares48,311 from 48,173

Change+138 (+0%)

Value$1.7M (-$302.1K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares48,010 from 47,690

Change+320 (+1%)

Value$1.7M (-$209.2K)

Filed 2026-10-13

Ascentis Wealth Management, LLC

INCREASED

Shares46,738 from 45,894

Change+844 (+2%)

Value$1.6M (-$263.2K)

Filed 2026-11-03

Wright Wealth LLC

INCREASED

Shares45,255 from 44,805

Change+450 (+1%)

Value$1.6M (-$270.0K)

Filed 2026-10-29

Sigma Planning Corp

INCREASED

Shares44,947 from 37,286

Change+7,661 (+21%)

Value$1.5M (+$28.5K)

Filed 2026-10-23

Aegis Wealth Management, Inc.

INCREASED

Shares41,329 from 40,437

Change+892 (+2%)

Value$1.4M (-$226.9K)

Filed 2026-10-26

Wedbush Securities Inc

INCREASED

Shares40,587 from 35,813

Change+4,774 (+13%)

Value$1.4K (-$1.5M)

Filed 2026-10-22

Creative Planning

INCREASED

Shares39,064 from 30,103

Change+8,961 (+30%)

Value$1.3M (+$116.1K)

Filed 2026-11-02

Beacon Capital Management, Inc.

UNCHANGED

Shares34,500 from 34,500

Change0 (0%)

Value$1.2M (-$219.8K)

Filed 2026-10-13

Merrion Investment Management Co, LLC

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$1.0M (-$191.1K)

Filed 2026-10-16

PMG Family Office LLC

INCREASED

Shares26,462 from 25,948

Change+514 (+2%)

Value$909.0K (-$147.6K)

Filed 2026-10-19

Prospera Financial Services Inc

INCREASED

Shares25,984 from 24,846

Change+1,138 (+5%)

Value$910.6K (-$101.2K)

Filed 2026-11-04

Westbourne Investment Advisors, Inc.

UNCHANGED

Shares25,600 from 25,600

Change0 (0%)

Value$879.4K (-$163.1K)

Filed 2026-10-20

XML Financial, LLC

DECREASED

Shares25,134 from 25,359

Change-225 (-1%)

Value$863.4K (-$169.3K)

Filed 2026-10-29

Sowell Financial Services LLC

DECREASED

Shares24,768 from 32,738

Change-7,970 (-24%)

Value$850.8K (-$482.3K)

Filed 2026-10-23

Brookstone Capital Management

INCREASED

Shares22,028 from 17,036

Change+4,992 (+29%)

Value$756.7K (+$63.0K)

Filed 2026-10-22

Future Financial Wealth Managment LLC

DECREASED

Shares21,535 from 22,635

Change-1,100 (-5%)

Value$739.7K (-$175.4K)

Filed 2026-10-15

Atlas Brown,Inc.

INCREASED

Shares20,022 from 19,998

Change+24 (+0%)

Value$687.8K (-$126.6K)

Filed 2026-10-09

Welch Group, LLC

UNCHANGED

Shares19,729 from 19,729

Change0 (0%)

Value$677.7K (-$125.7K)

Filed 2026-10-29

Walled Lake Planning & Wealth Management, LLC

UNCHANGED

Shares19,260 from 19,260

Change0 (0%)

Value$661.6K (-$122.7K)

Filed 2026-10-29

Visionary Wealth Advisors

INCREASED

Shares19,182 from 17,366

Change+1,816 (+10%)

Value$658.9K (-$48.2K)

Filed 2026-11-04

Davenport & Co LLC

INCREASED

Shares18,625 from 18,013

Change+612 (+3%)

Value$639.8K (-$93.7K)

Filed 2026-10-14

Castle Rock Wealth Management, LLC

INCREASED

Shares17,487 from 17,200

Change+287 (+2%)

Value$639.3K (-$47.5K)

Filed 2026-10-09

Fifth Third Bancorp

DECREASED

Shares17,073 from 23,995

Change-6,922 (-29%)

Value$586.4K (-$390.6K)

Filed 2026-11-05

Focus Financial Network, Inc.

INCREASED

Shares17,020 from 15,321

Change+1,699 (+11%)

Value$584.6K (-$39.2K)

Filed 2026-10-14

Prairie Advisory, LLC

INCREASED

Shares16,240 from 8,055

Change+8,185 (+102%)

Value$557.9K (+$229.9K)

Filed 2026-10-19

StoneX Group Inc.

INCREASED

Shares16,211 from 12,911

Change+3,300 (+26%)

Value$566.7K (+$41.0K)

Filed 2026-11-03

Certified Advisory Corp

INCREASED

Shares16,204 from 16,070

Change+134 (+1%)

Value$556.6K (-$97.7K)

Filed 2026-10-29

Sunpointe, LLC

DECREASED

Shares16,136 from 16,760

Change-624 (-4%)

Value$554.3K (-$128.2K)

Filed 2026-10-22

US Bancorp \de\

INCREASED

Shares15,998 from 13,115

Change+2,883 (+22%)

Value$549.5K (+$15.5K)

Filed 2026-11-05

AlphaCore Capital LLC

DECREASED

Shares14,852 from 35,703

Change-20,851 (-58%)

Value$510.2K (-$943.7K)

Filed 2026-11-04

Concurrent Investment Advisors, LLC

INCREASED

Shares14,586 from 5,677

Change+8,909 (+157%)

Value$501.0K (+$269.9K)

Filed 2026-10-16

Triumph Capital Management

INCREASED

Shares14,265 from 13,396

Change+869 (+6%)

Value$490.0K (-$55.5K)

Filed 2026-10-14

MGO One Seven LLC

DECREASED

Shares14,137 from 14,466

Change-329 (-2%)

Value$485.6K (-$103.5K)

Filed 2026-10-28

Choreo, LLC

NEW

Shares13,990

Change+13,990

Value$480.6K

Filed 2026-10-28

Nations Financial Group Inc,

DECREASED

Shares13,575 from 17,875

Change-4,300 (-24%)

Value$466.3K (-$261.6K)

Filed 2026-11-05

Financial Security Advisor, Inc.

INCREASED

Shares13,500 from 12,500

Change+1,000 (+8%)

Value$463.7K (-$45.3K)

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares12,816 from 13,979

Change-1,163 (-8%)

Value$440.2K (-$129.0K)

Filed 2026-10-08

Commerce Advisors, LLC

INCREASED

Shares11,249 from 9,462

Change+1,787 (+19%)

Value$386.4K (+$1.1K)

Filed 2026-10-19

Flagship Harbor Advisors, LLC

UNCHANGED

Shares11,115 from 11,115

Change0 (0%)

Value$381.8K (-$70.8K)

Filed 2026-10-26

Apollon Wealth Management, LLC

INCREASED

Shares10,783 from 8,803

Change+1,980 (+22%)

Value$370.4K (+$11.9K)

Filed 2026-10-23

RFG Advisory, LLC

INCREASED

Shares10,566 from 9,254

Change+1,312 (+14%)

Value$362.9K (-$13.9K)

Filed 2026-11-03

Innova Wealth Partners

INCREASED

Shares10,421 from 9,967

Change+454 (+5%)

Value$358.0K (-$47.9K)

Filed 2026-10-21

Abel Hall, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$343.5K (-$63.7K)

Filed 2026-10-19

Leslie Global Wealth, LLC

UNCHANGED

Shares9,667 from 9,667

Change0 (0%)

Value$332.1K (-$61.6K)

Filed 2026-10-26

Purus Wealth Management, LLC

INCREASED

Shares9,559 from 9,044

Change+515 (+6%)

Value$328.3K (-$39.9K)

Filed 2026-10-15

B. Riley Wealth Advisors, Inc.

INCREASED

Shares9,451 from 6,532

Change+2,919 (+45%)

Value$324.6K (+$57.6K)

Filed 2026-10-13

Costello Asset Management, Inc

DECREASED

Shares9,069 from 9,077

Change-8 (0%)

Value$311.5K (-$58.1K)

Filed 2026-10-30

Keybank National Association

DECREASED

Shares8,976 from 12,700

Change-3,724 (-29%)

Value$308.3K (-$208.8K)

Filed 2026-11-04

Lifestyle Asset Management, Inc.

NEW

Shares8,863

Change+8,863

Value$304.5K

Filed 2026-10-20

Commonwealth Financial Services, LLC

DECREASED

Shares8,763 from 11,354

Change-2,591 (-23%)

Value$301.0K (-$161.3K)

Filed 2026-10-20

Balboa Wealth Partners

DECREASED

Shares7,811 from 7,861

Change-50 (-1%)

Value$268.3K (-$51.8K)

Filed 2026-10-20

Savant Capital, LLC

DECREASED

Shares7,690 from 15,518

Change-7,828 (-50%)

Value$264.2K (-$356.3K)

Filed 2026-11-06

Ascentis Independent Advisors

NEW

Shares7,591

Change+7,591

Value$261.2K

Filed 2026-11-03

Orca Investment Management, LLC

DECREASED

Shares7,461 from 9,063

Change-1,602 (-18%)

Value$256.3K (-$112.8K)

Filed 2026-10-29

Investors Research Corp

UNCHANGED

Shares7,077 from 7,077

Change0 (0%)

Value$243.1K (-$45.1K)

Filed 2026-10-07

RDA Financial Network

DECREASED

Shares6,819 from 7,044

Change-225 (-3%)

Value$234.2K (-$52.6K)

Filed 2026-10-15

D.A. Davidson & Co.

DECREASED

Shares6,446 from 8,846

Change-2,400 (-27%)

Value$221.4K (-$138.8K)

Filed 2026-10-28

Truist Financial Corp

DECREASED

Shares6,194 from 6,567

Change-373 (-6%)

Value$212.8K (-$54.6K)

Filed 2026-10-30

Penbrook Management LLC

UNCHANGED

Shares6,125 from 6,125

Change0 (0%)

Value$210.4K (-$39.0K)

Filed 2026-10-16

Ballew Advisors, Inc

INCREASED

Shares6,123 from 6,019

Change+104 (+2%)

Value$216.0K (-$23.8K)

Filed 2026-10-05

Blue Trust, Inc.

NEW

Shares6,105

Change+6,105

Value$209.7K

Filed 2026-10-15

Hilton Head Capital Partners, LLC

UNCHANGED

Shares5,215 from 5,215

Change0 (0%)

Value$179.1K (-$33.2K)

Filed 2026-10-23

CoreCap Advisors, LLC

DECREASED

Shares5,104 from 5,604

Change-500 (-9%)

Value$175.3K (-$52.9K)

Filed 2026-10-08

Oakworth Capital, Inc.

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$154.6K (-$25.1K)

Filed 2026-10-26

Signaturefd, LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$137.4K (-$25.5K)

Filed 2026-10-23

Spire Wealth Management

DECREASED

Shares2,745 from 4,593

Change-1,848 (-40%)

Value$94.3K (-$92.7K)

Filed 2026-10-30

Laurel Wealth Advisors LLC

NEW

Shares2,500

Change+2,500

Value$85.9K

Filed 2026-10-27

IFP Advisors, Inc

DECREASED

Shares2,472 from 3,157

Change-685 (-22%)

Value$84.9K (-$43.6K)

Filed 2026-10-16

Cassaday & Co Wealth Management LLC

INCREASED

Shares2,408 from 1,858

Change+550 (+30%)

Value$82.7K (+$7.1K)

Filed 2026-10-27

MeadowBrook Investment Advisors LLC

NEW

Shares2,310

Change+2,310

Value$78.7K

Filed 2026-10-29

Latitude Advisors, LLC

NEW

Shares2,000

Change+2,000

Value$68.7K

Filed 2026-10-27

Nemes Rush Group LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$68.7K (-$12.7K)

Filed 2026-11-04

Assetmark, Inc

DECREASED

Shares1,948 from 1,966

Change-18 (-1%)

Value$66.9K (-$13.1K)

Filed 2026-10-21

Compass Financial Management LLC

DECREASED

Shares1,800 from 2,780

Change-980 (-35%)

Value$61.8K (-$48.1K)

Filed 2026-10-30

Creative Financial Designs Inc

DECREASED

Shares1,709 from 3,146

Change-1,437 (-46%)

Value$58.7K (-$69.4K)

Filed 2026-11-04

Centerpoint Advisors, LLC

UNCHANGED

Shares1,700 from 1,700

Change0 (0%)

Value$58 (-$68.9K)

Filed 2026-11-05

Bank of New Hampshire

UNCHANGED

Shares1,560 from 1,560

Change0 (0%)

Value$53.6K (-$9.9K)

Filed 2026-10-06

Carnegie Lake Advisors LLC

DECREASED

Shares1,496 from 26,296

Change-24,800 (-94%)

Value$905.4K (-$165.4K)

Filed 2026-11-03

North Star Investment Management Corp.

UNCHANGED

Shares1,450 from 1,450

Change0 (0%)

Value$49.8K (-$9.2K)

Filed 2026-10-27

Larson Financial Group LLC

UNCHANGED

Shares1,420 from 1,420

Change0 (0%)

Value$48.8K (-$9.0K)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$34.4K (-$6.4K)

Filed 2026-10-20

TD Waterhouse Canada Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$34.6K (-$5.4K)

Filed 2026-10-16

Paladin Partners, LLC

UNCHANGED

Shares969 from 969

Change0 (0%)

Value$33.3K (-$6.2K)

Filed 2026-10-06

West Branch Capital LLC

INCREASED

Shares874 from 862

Change+12 (+1%)

Value$30.0K (-$5.1K)

Filed 2026-10-20

Caldwell Trust Co

UNCHANGED

Shares825 from 825

Change0 (0%)

Value$28.3K (-$5.3K)

Filed 2026-10-30

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares687 from 687

Change0 (0%)

Value$23.6K (-$4.4K)

Filed 2026-11-02

Hilltop National Bank

UNCHANGED

Shares590 from 590

Change0 (0%)

Value$20.3K (-$3.8K)

Filed 2026-10-14

Salomon & Ludwin, LLC

UNCHANGED

Shares580 from 580

Change0 (0%)

Value$19.9K (-$3.2K)

Filed 2026-10-29

Key FInancial Inc

UNCHANGED

Shares554 from 554

Change0 (0%)

Value$19.0K (-$3.5K)

Filed 2026-11-02

Financial Management Professionals, Inc.

NEW

Shares522

Change+522

Value$17.9K

Filed 2026-10-23

Clearstead Advisors, LLC

NEW

Shares420

Change+420

Value$14.4K

Filed 2026-11-06

JFS Wealth Advisors, LLC

UNCHANGED

Shares410 from 410

Change0 (0%)

Value$14.1K (-$2.6K)

Filed 2026-11-03

Harbor Investment Advisory, LLC

NEW

Shares400

Change+400

Value$13.7K

Filed 2026-10-13

Parkside Financial Bank & Trust

UNCHANGED

Shares363 from 363

Change0 (0%)

Value$12.5K (-$2.3K)

Filed 2026-10-27

Tradewinds Capital Management, LLC

UNCHANGED

Shares320 from 320

Change0 (0%)

Value$11.0K (-$2.0K)

Filed 2026-10-23

Gilpin Wealth Management, LLC

UNCHANGED

Shares297 from 297

Change0 (0%)

Value$10.2K (-$1.9K)

Filed 2026-10-09

Armstrong Advisory Group, Inc

INCREASED

Shares275 from 270

Change+5 (+2%)

Value$9.4K (-$1.6K)

Filed 2026-10-09

Financial Consulate, Inc

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$8.6K (-$1.6K)

Filed 2026-10-23

Signature Resources Capital Management, LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$8.6K (-$1.6K)

Filed 2026-10-16

Avion Wealth

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$8 (-$2)

Filed 2026-11-04

GK Wealth Management LLC

NEW

Shares143

Change+143

Value$4.9K

Filed 2026-10-09

Aspect Partners, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.4K (-$637)

Filed 2026-10-20

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$3.4K (-$624)

Filed 2026-10-23

Mather Group, Llc.

NEW

Shares97

Change+97

Value$3.3K

Filed 2026-10-14

Highline Wealth Partners LLC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$2.6K (-$478)

Filed 2026-10-19

Root Financial Partners, LLC

NEW

Shares70

Change+70

Value$2.4K

Filed 2026-10-21

Versant Capital Management, Inc

NEW

Shares29

Change+29

Value$1.0K

Filed 2026-10-02

IMG Wealth Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$38 (-$7)

Filed 2026-10-27

Jefferies Financial Group Inc.

CLOSED

Shares0 from 68,546

Change-68,546 (-100%)

Value$0 (-$2.8M)

Filed 2026-11-05

Wolverine Asset Management LLC

CLOSED

Shares0 from 29,012

Change-29,012 (-100%)

Value$0 (-$1.2M)

Filed 2026-11-02

Compound Planning, Inc.

CLOSED

Shares0 from 17,202

Change-17,202 (-100%)

Value$0 (-$700.5K)

Filed 2026-11-05

City Center Advisors, LLC

CLOSED

Shares0 from 9,692

Change-9,692 (-100%)

Value$0 (-$394.7K)

Filed 2026-10-08

Total Clarity Wealth Management, Inc.

CLOSED

Shares0 from 8,432

Change-8,432 (-100%)

Value$0 (-$343.4K)

Filed 2026-10-26

Armor Investment Advisors, LLC

CLOSED

Shares0 from 5,596

Change-5,596 (-100%)

Value$0 (-$227.9K)

Filed 2026-10-27

RMR Capital Management, LLC

CLOSED

Shares0 from 5,373

Change-5,373 (-100%)

Value$0 (-$218.8K)

Filed 2026-10-23

Pinnacle Wealth Management Group, Inc.

CLOSED

Shares0 from 5,350

Change-5,350 (-100%)

Value$0 (-$217.9K)

Filed 2026-10-15

Semus Wealth Partners LLC

CLOSED

Shares0 from 5,227

Change-5,227 (-100%)

Value$0 (-$212.9K)

Filed 2026-10-22

Walker Asset Management, LLC

CLOSED

Shares0 from 5,166

Change-5,166 (-100%)

Value$0 (-$210.3K)

Filed 2026-10-13

Nabity-Jensen Investment Management Inc

CLOSED

Shares0 from 5,025

Change-5,025 (-100%)

Value$0 (-$204.6K)

Filed 2026-10-23

Post Resch Tallon Group Inc.

CLOSED

Shares0 from 5,025

Change-5,025 (-100%)

Value$0 (-$204.6K)

Filed 2026-10-09

Foster Group, Inc.

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$203.6K)

Filed 2026-10-13

Joseph P. Lucia & Associates, LLC

CLOSED

Shares0 from 4,913

Change-4,913 (-100%)

Value$0 (-$200.1K)

Filed 2026-10-30

Kelleher Financial Advisors

CLOSED

Shares0 from 4,542

Change-4,542 (-100%)

Value$0 (-$185.0K)

Filed 2026-10-30

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,780

Change-2,780 (-100%)

Value$0 (-$111.0K)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$81.4K)

Filed 2026-11-04

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,747

Change-1,747 (-100%)

Value$0 (-$71.1K)

Filed 2026-10-15

Salem Investment Counselors Inc

CLOSED

Shares0 from 1,246

Change-1,246 (-100%)

Value$0 (-$50.7K)

Filed 2026-10-13

Abound Wealth Management

CLOSED

Shares0 from 797

Change-797 (-100%)

Value$0 (-$32.5K)

Filed 2026-10-26

Duncker Streett & Co Inc

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$12.2K)

Filed 2026-10-27

Newton One Investments LLC

CLOSED

Shares0 from 234

Change-234 (-100%)

Value$0 (-$9.5K)

Filed 2026-10-14

MCF Advisors LLC

CLOSED

Shares0 from 125

Change-125 (-100%)

Value$0 (-$5.1K)

Filed 2026-10-28

LifeSteps Financial, Inc.

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-15

Islay Capital Management, LLC

CLOSED

Shares0 from 0

Change0

Value$0 (-$1)

Filed 2026-10-20

Bank of America Corp

N/A

Shares— from 1,307,405

Change-1,307,405 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,205,092

Change-1,205,092 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 877,625

Change-877,625 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 694,103

Change-694,103 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 548,908

Change-548,908 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 532,580

Change-532,580 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 380,508

Change-380,508 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 325,955

Change-325,955 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 296,826

Change-296,826 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 292,537

Change-292,537 (-100%)

Value—

UBS Group AG

N/A

Shares— from 287,252

Change-287,252 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 172,636

Change-172,636 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 161,288

Change-161,288 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 159,511

Change-159,511 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 140,096

Change-140,096 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 123,766

Change-123,766 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 108,647

Change-108,647 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 94,789

Change-94,789 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 82,301

Change-82,301 (-100%)

Value—

&partners

N/A

Shares— from 70,610

Change-70,610 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 58,000

Change-58,000 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 56,442

Change-56,442 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 56,303

Change-56,303 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 54,572

Change-54,572 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 51,586

Change-51,586 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 51,503

Change-51,503 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 40,268

Change-40,268 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 37,884

Change-37,884 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 35,583

Change-35,583 (-100%)

Value—

Red Door Wealth Management, LLC

N/A

Shares— from 35,128

Change-35,128 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 32,275

Change-32,275 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 31,870

Change-31,870 (-100%)

Value—

Stephens Inc

N/A

Shares— from 30,911

Change-30,911 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 29,456

Change-29,456 (-100%)

Value—

Mission Hills Financial Advisory, LLC

N/A

Shares— from 28,847

Change-28,847 (-100%)

Value—

Matrix Private Capital Group LLC

N/A

Shares— from 28,429

Change-28,429 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 26,288

Change-26,288 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 23,284

Change-23,284 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 22,294

Change-22,294 (-100%)

Value—

Monetary Management Group Inc

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Atlanta Consulting Group Advisors, LLC

N/A

Shares— from 20,938

Change-20,938 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 19,856

Change-19,856 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 19,393

Change-19,393 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 19,387

Change-19,387 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 18,558

Change-18,558 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 17,942

Change-17,942 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 17,096

Change-17,096 (-100%)

Value—

HBK Sorce Advisory LLC

N/A

Shares— from 17,068

Change-17,068 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 17,064

Change-17,064 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 16,920

Change-16,920 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 16,422

Change-16,422 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 16,394

Change-16,394 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 15,596

Change-15,596 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 14,869

Change-14,869 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 14,484

Change-14,484 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 14,085

Change-14,085 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 13,758

Change-13,758 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 13,682

Change-13,682 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 13,026

Change-13,026 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 12,641

Change-12,641 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 11,809

Change-11,809 (-100%)

Value—

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

N/A

Shares— from 11,684

Change-11,684 (-100%)

Value—

Graybill Wealth Management, Ltd.

N/A

Shares— from 11,326

Change-11,326 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Estate Planners Group, LLC

N/A

Shares— from 9,644

Change-9,644 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 9,573

Change-9,573 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 8,637

Change-8,637 (-100%)

Value—

Novak & Powell Financial Services, Inc.

N/A

Shares— from 8,338

Change-8,338 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 8,291

Change-8,291 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 7,927

Change-7,927 (-100%)

Value—

Nwam LLC

N/A

Shares— from 7,912

Change-7,912 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7,755

Change-7,755 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 7,650

Change-7,650 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 7,316

Change-7,316 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 7,299

Change-7,299 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 7,076

Change-7,076 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 6,738

Change-6,738 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 6,617

Change-6,617 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 6,542

Change-6,542 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 6,210

Change-6,210 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 5,870

Change-5,870 (-100%)

Value—

49 Wealth Management, LLC

N/A

Shares— from 5,496

Change-5,496 (-100%)

Value—

Alongside, LLC

N/A

Shares— from 5,496

Change-5,496 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 5,475

Change-5,475 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 5,450

Change-5,450 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 5,265

Change-5,265 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 5,120

Change-5,120 (-100%)

Value—

Forty-three Eighteen Advisors, LLC

N/A

Shares— from 5,033

Change-5,033 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 5,010

Change-5,010 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 4,943

Change-4,943 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,918

Change-4,918 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,793

Change-4,793 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,466

Change-4,466 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,937

Change-3,937 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,931

Change-3,931 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 3,166

Change-3,166 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 2,407

Change-2,407 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 1,864

Change-1,864 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 1,724

Change-1,724 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,692

Change-1,692 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1,440

Change-1,440 (-100%)

Value—

Index Technologies Group LLC

N/A

Shares— from 1,190

Change-1,190 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,001

Change-1,001 (-100%)

Value—

Logan Capital Management Inc

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 744

Change-744 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 625

Change-625 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 574

Change-574 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 564

Change-564 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 402

Change-402 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 395

Change-395 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 395

Change-395 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 369

Change-369 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 358

Change-358 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 267

Change-267 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 126

Change-126 (-100%)

Value—

Boyd Watterson Asset Management LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 46

Change-46 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	425,991	437,513	-11,522	-3%	$17.8M	$14.6M	-$3.2M	2026-11-02
J.W. Cole Advisors, Inc.	DECREASED	321,361	323,107	-1,746	-1%	$13.2M	$11.0M	-$2.1M	2026-11-05
Gerald Baker Financial Group LLC	INCREASED	266,240	250,323	+15,917	+6%	$10.2M	$9.1M	-$1.0M	2026-10-09
OAK Family Advisors, LLC	DECREASED	242,912	247,979	-5,067	-2%	$10.1M	$8.3M	-$1.8M	2026-10-19
Magnus Financial Group LLC	DECREASED	234,914	238,730	-3,816	-2%	$9.7M	$8.1M	-$1.7M	2026-10-21
Sterling Investment Advisors, Ltd.	INCREASED	193,390	189,654	+3,736	+2%	$7.7M	$6.6M	-$1.1M	2026-10-27
JBR Co Financial Management Inc	DECREASED	141,083	142,777	-1,694	-1%	$5.8M	$5.6M	-$180.4K	2026-10-13
HBW Advisory Services LLC	INCREASED	137,098	111,666	+25,432	+23%	$4.5M	$4.7M	+$162.3K	2026-10-15
Cambridge Investment Research Advisors, Inc.	DECREASED	102,315	109,857	-7,542	-7%	$4.5M	$3.5K	-$4.5M	2026-11-02
Lido Advisors, LLC	DECREASED	97,598	98,304	-706	-1%	$4.0M	$3.4M	-$650.5K	2026-11-04
Wealth Effects LLC	INCREASED	93,009	81,985	+11,024	+13%	$3.3M	$3.2M	-$143.6K	2026-10-23
Reaves W H & Co Inc	INCREASED	87,045	85,747	+1,298	+2%	$3.5M	$3.0M	-$501.6K	2026-11-06
Samalin Investment Counsel, LLC	INCREASED	80,653	49,883	+30,770	+62%	$2.0M	$2.8M	+$739.2K	2026-10-23
Oppenheimer & Co Inc	INCREASED	77,201	71,431	+5,770	+8%	$2.9M	$2.7M	-$256.8K	2026-10-26
Smith Asset Management Co., LLC	DECREASED	72,740	73,879	-1,139	-2%	$3.0M	$2.5M	-$509.7K	2026-10-16
NWF Advisory Services Inc.	INCREASED	72,655	69,225	+3,430	+5%	$2.8M	$2.5M	-$323.1K	2026-10-19
PNC Financial Services Group, Inc.	INCREASED	67,269	63,136	+4,133	+7%	$2.6M	$2.3M	-$260.2K	2026-11-06
LongView Wealth Management	DECREASED	66,696	67,338	-642	-1%	$2.7M	$2.3M	-$451.0K	2026-10-19
Lanark Financial, Inc.	INCREASED	59,184	54,264	+4,920	+9%	$2.2M	$2.0M	-$176.7K	2026-10-26
Stevens Capital Partners	INCREASED	57,000	56,038	+962	+2%	$2.3M	$2.0M	-$323.9K	2026-10-29
Griffin Asset Management, Inc.	INCREASED	52,742	51,635	+1,107	+2%	$2.1M	$1.8M	-$290.9K	2026-10-22
Independent Financial Group, LLC	DECREASED	51,898	89,708	-37,810	-42%	$3.7M	$1.8M	-$1.9M	2026-10-13
Kestra Advisory Services, LLC	DECREASED	51,080	52,218	-1,138	-2%	$2.1M	$1.8M	-$371.7K	2026-11-02
Marks Group Wealth Management, Inc	NEW	50,188	—	+50,188	—	—	$1.7M	—	2026-11-05
Integrity Alliance, Llc.	INCREASED	48,980	45,914	+3,066	+7%	$1.9M	$1.7M	-$187.2K	2026-10-29
Kercheville Advisors, LLC	DECREASED	48,513	49,353	-840	-2%	$2.0M	$1.7M	-$343.2K	2026-10-19
Strategic Family Wealth Counselors, L.L.C.	INCREASED	48,311	48,173	+138	+0%	$2.0M	$1.7M	-$302.1K	2026-10-29
Wealth Enhancement Advisory Services, LLC	INCREASED	48,010	47,690	+320	+1%	$1.9M	$1.7M	-$209.2K	2026-10-13
Ascentis Wealth Management, LLC	INCREASED	46,738	45,894	+844	+2%	$1.9M	$1.6M	-$263.2K	2026-11-03
Wright Wealth LLC	INCREASED	45,255	44,805	+450	+1%	$1.8M	$1.6M	-$270.0K	2026-10-29
Sigma Planning Corp	INCREASED	44,947	37,286	+7,661	+21%	$1.5M	$1.5M	+$28.5K	2026-10-23
Aegis Wealth Management, Inc.	INCREASED	41,329	40,437	+892	+2%	$1.6M	$1.4M	-$226.9K	2026-10-26
Wedbush Securities Inc	INCREASED	40,587	35,813	+4,774	+13%	$1.5M	$1.4K	-$1.5M	2026-10-22
Creative Planning	INCREASED	39,064	30,103	+8,961	+30%	$1.2M	$1.3M	+$116.1K	2026-11-02
Beacon Capital Management, Inc.	UNCHANGED	34,500	34,500	0	0%	$1.4M	$1.2M	-$219.8K	2026-10-13
Merrion Investment Management Co, LLC	UNCHANGED	30,000	30,000	0	0%	$1.2M	$1.0M	-$191.1K	2026-10-16
PMG Family Office LLC	INCREASED	26,462	25,948	+514	+2%	$1.1M	$909.0K	-$147.6K	2026-10-19
Prospera Financial Services Inc	INCREASED	25,984	24,846	+1,138	+5%	$1.0M	$910.6K	-$101.2K	2026-11-04
Westbourne Investment Advisors, Inc.	UNCHANGED	25,600	25,600	0	0%	$1.0M	$879.4K	-$163.1K	2026-10-20
XML Financial, LLC	DECREASED	25,134	25,359	-225	-1%	$1.0M	$863.4K	-$169.3K	2026-10-29
Sowell Financial Services LLC	DECREASED	24,768	32,738	-7,970	-24%	$1.3M	$850.8K	-$482.3K	2026-10-23
Brookstone Capital Management	INCREASED	22,028	17,036	+4,992	+29%	$693.7K	$756.7K	+$63.0K	2026-10-22
Future Financial Wealth Managment LLC	DECREASED	21,535	22,635	-1,100	-5%	$915.1K	$739.7K	-$175.4K	2026-10-15
Atlas Brown,Inc.	INCREASED	20,022	19,998	+24	+0%	$814.3K	$687.8K	-$126.6K	2026-10-09
Welch Group, LLC	UNCHANGED	19,729	19,729	0	0%	$803.4K	$677.7K	-$125.7K	2026-10-29
Walled Lake Planning & Wealth Management, LLC	UNCHANGED	19,260	19,260	0	0%	$784.3K	$661.6K	-$122.7K	2026-10-29
Visionary Wealth Advisors	INCREASED	19,182	17,366	+1,816	+10%	$707.1K	$658.9K	-$48.2K	2026-11-04
Davenport & Co LLC	INCREASED	18,625	18,013	+612	+3%	$733.5K	$639.8K	-$93.7K	2026-10-14
Castle Rock Wealth Management, LLC	INCREASED	17,487	17,200	+287	+2%	$686.8K	$639.3K	-$47.5K	2026-10-09
Fifth Third Bancorp	DECREASED	17,073	23,995	-6,922	-29%	$977.1K	$586.4K	-$390.6K	2026-11-05
Focus Financial Network, Inc.	INCREASED	17,020	15,321	+1,699	+11%	$623.9K	$584.6K	-$39.2K	2026-10-14
Prairie Advisory, LLC	INCREASED	16,240	8,055	+8,185	+102%	$328.0K	$557.9K	+$229.9K	2026-10-19
StoneX Group Inc.	INCREASED	16,211	12,911	+3,300	+26%	$525.7K	$566.7K	+$41.0K	2026-11-03
Certified Advisory Corp	INCREASED	16,204	16,070	+134	+1%	$654.4K	$556.6K	-$97.7K	2026-10-29
Sunpointe, LLC	DECREASED	16,136	16,760	-624	-4%	$682.5K	$554.3K	-$128.2K	2026-10-22
US Bancorp \de\	INCREASED	15,998	13,115	+2,883	+22%	$534.0K	$549.5K	+$15.5K	2026-11-05
AlphaCore Capital LLC	DECREASED	14,852	35,703	-20,851	-58%	$1.5M	$510.2K	-$943.7K	2026-11-04
Concurrent Investment Advisors, LLC	INCREASED	14,586	5,677	+8,909	+157%	$231.2K	$501.0K	+$269.9K	2026-10-16
Triumph Capital Management	INCREASED	14,265	13,396	+869	+6%	$545.5K	$490.0K	-$55.5K	2026-10-14
MGO One Seven LLC	DECREASED	14,137	14,466	-329	-2%	$589.1K	$485.6K	-$103.5K	2026-10-28
Choreo, LLC	NEW	13,990	—	+13,990	—	—	$480.6K	—	2026-10-28
Nations Financial Group Inc,	DECREASED	13,575	17,875	-4,300	-24%	$727.9K	$466.3K	-$261.6K	2026-11-05
Financial Security Advisor, Inc.	INCREASED	13,500	12,500	+1,000	+8%	$509.0K	$463.7K	-$45.3K	2026-11-03
Farther Finance Advisors, LLC	DECREASED	12,816	13,979	-1,163	-8%	$569.2K	$440.2K	-$129.0K	2026-10-08
Commerce Advisors, LLC	INCREASED	11,249	9,462	+1,787	+19%	$385.3K	$386.4K	+$1.1K	2026-10-19
Flagship Harbor Advisors, LLC	UNCHANGED	11,115	11,115	0	0%	$452.6K	$381.8K	-$70.8K	2026-10-26
Apollon Wealth Management, LLC	INCREASED	10,783	8,803	+1,980	+22%	$358.5K	$370.4K	+$11.9K	2026-10-23
RFG Advisory, LLC	INCREASED	10,566	9,254	+1,312	+14%	$376.8K	$362.9K	-$13.9K	2026-11-03
Innova Wealth Partners	INCREASED	10,421	9,967	+454	+5%	$405.9K	$358.0K	-$47.9K	2026-10-21
Abel Hall, LLC	UNCHANGED	10,000	10,000	0	0%	$407.2K	$343.5K	-$63.7K	2026-10-19
Leslie Global Wealth, LLC	UNCHANGED	9,667	9,667	0	0%	$393.6K	$332.1K	-$61.6K	2026-10-26
Purus Wealth Management, LLC	INCREASED	9,559	9,044	+515	+6%	$368.3K	$328.3K	-$39.9K	2026-10-15
B. Riley Wealth Advisors, Inc.	INCREASED	9,451	6,532	+2,919	+45%	$267.0K	$324.6K	+$57.6K	2026-10-13
Costello Asset Management, Inc	DECREASED	9,069	9,077	-8	0%	$369.6K	$311.5K	-$58.1K	2026-10-30
Keybank National Association	DECREASED	8,976	12,700	-3,724	-29%	$517.1K	$308.3K	-$208.8K	2026-11-04
Lifestyle Asset Management, Inc.	NEW	8,863	—	+8,863	—	—	$304.5K	—	2026-10-20
Commonwealth Financial Services, LLC	DECREASED	8,763	11,354	-2,591	-23%	$462.3K	$301.0K	-$161.3K	2026-10-20
Balboa Wealth Partners	DECREASED	7,811	7,861	-50	-1%	$320.1K	$268.3K	-$51.8K	2026-10-20
Savant Capital, LLC	DECREASED	7,690	15,518	-7,828	-50%	$620.5K	$264.2K	-$356.3K	2026-11-06
Ascentis Independent Advisors	NEW	7,591	—	+7,591	—	—	$261.2K	—	2026-11-03
Orca Investment Management, LLC	DECREASED	7,461	9,063	-1,602	-18%	$369.0K	$256.3K	-$112.8K	2026-10-29
Investors Research Corp	UNCHANGED	7,077	7,077	0	0%	$288.2K	$243.1K	-$45.1K	2026-10-07
RDA Financial Network	DECREASED	6,819	7,044	-225	-3%	$286.8K	$234.2K	-$52.6K	2026-10-15
D.A. Davidson & Co.	DECREASED	6,446	8,846	-2,400	-27%	$360.2K	$221.4K	-$138.8K	2026-10-28
Truist Financial Corp	DECREASED	6,194	6,567	-373	-6%	$267.4K	$212.8K	-$54.6K	2026-10-30
Penbrook Management LLC	UNCHANGED	6,125	6,125	0	0%	$249.4K	$210.4K	-$39.0K	2026-10-16
Ballew Advisors, Inc	INCREASED	6,123	6,019	+104	+2%	$239.9K	$216.0K	-$23.8K	2026-10-05
Blue Trust, Inc.	NEW	6,105	—	+6,105	—	—	$209.7K	—	2026-10-15
Hilton Head Capital Partners, LLC	UNCHANGED	5,215	5,215	0	0%	$212.4K	$179.1K	-$33.2K	2026-10-23
CoreCap Advisors, LLC	DECREASED	5,104	5,604	-500	-9%	$228.2K	$175.3K	-$52.9K	2026-10-08
Oakworth Capital, Inc.	UNCHANGED	4,500	4,500	0	0%	$179.7K	$154.6K	-$25.1K	2026-10-26
Signaturefd, LLC	UNCHANGED	4,000	4,000	0	0%	$162.9K	$137.4K	-$25.5K	2026-10-23
Spire Wealth Management	DECREASED	2,745	4,593	-1,848	-40%	$187.0K	$94.3K	-$92.7K	2026-10-30
Laurel Wealth Advisors LLC	NEW	2,500	—	+2,500	—	—	$85.9K	—	2026-10-27
IFP Advisors, Inc	DECREASED	2,472	3,157	-685	-22%	$128.6K	$84.9K	-$43.6K	2026-10-16
Cassaday & Co Wealth Management LLC	INCREASED	2,408	1,858	+550	+30%	$75.7K	$82.7K	+$7.1K	2026-10-27
MeadowBrook Investment Advisors LLC	NEW	2,310	—	+2,310	—	—	$78.7K	—	2026-10-29
Latitude Advisors, LLC	NEW	2,000	—	+2,000	—	—	$68.7K	—	2026-10-27
Nemes Rush Group LLC	UNCHANGED	2,000	2,000	0	0%	$81.4K	$68.7K	-$12.7K	2026-11-04
Assetmark, Inc	DECREASED	1,948	1,966	-18	-1%	$80.1K	$66.9K	-$13.1K	2026-10-21
Compass Financial Management LLC	DECREASED	1,800	2,780	-980	-35%	$109.9K	$61.8K	-$48.1K	2026-10-30
Creative Financial Designs Inc	DECREASED	1,709	3,146	-1,437	-46%	$128.1K	$58.7K	-$69.4K	2026-11-04
Centerpoint Advisors, LLC	UNCHANGED	1,700	1,700	0	0%	$69.0K	$58	-$68.9K	2026-11-05
Bank of New Hampshire	UNCHANGED	1,560	1,560	0	0%	$63.5K	$53.6K	-$9.9K	2026-10-06
Carnegie Lake Advisors LLC	DECREASED	1,496	26,296	-24,800	-94%	$1.1M	$905.4K	-$165.4K	2026-11-03
North Star Investment Management Corp.	UNCHANGED	1,450	1,450	0	0%	$59.0K	$49.8K	-$9.2K	2026-10-27
Larson Financial Group LLC	UNCHANGED	1,420	1,420	0	0%	$57.8K	$48.8K	-$9.0K	2026-11-05
Private Trust Co NA	UNCHANGED	1,000	1,000	0	0%	$40.7K	$34.4K	-$6.4K	2026-10-20
TD Waterhouse Canada Inc.	UNCHANGED	1,000	1,000	0	0%	$40.0K	$34.6K	-$5.4K	2026-10-16
Paladin Partners, LLC	UNCHANGED	969	969	0	0%	$39.5K	$33.3K	-$6.2K	2026-10-06
West Branch Capital LLC	INCREASED	874	862	+12	+1%	$35.1K	$30.0K	-$5.1K	2026-10-20
Caldwell Trust Co	UNCHANGED	825	825	0	0%	$33.6K	$28.3K	-$5.3K	2026-10-30
Quest 10 Wealth Builders, Inc.	UNCHANGED	687	687	0	0%	$28.0K	$23.6K	-$4.4K	2026-11-02
Hilltop National Bank	UNCHANGED	590	590	0	0%	$24.0K	$20.3K	-$3.8K	2026-10-14
Salomon & Ludwin, LLC	UNCHANGED	580	580	0	0%	$23.2K	$19.9K	-$3.2K	2026-10-29
Key FInancial Inc	UNCHANGED	554	554	0	0%	$22.6K	$19.0K	-$3.5K	2026-11-02
Financial Management Professionals, Inc.	NEW	522	—	+522	—	—	$17.9K	—	2026-10-23
Clearstead Advisors, LLC	NEW	420	—	+420	—	—	$14.4K	—	2026-11-06
JFS Wealth Advisors, LLC	UNCHANGED	410	410	0	0%	$16.7K	$14.1K	-$2.6K	2026-11-03
Harbor Investment Advisory, LLC	NEW	400	—	+400	—	—	$13.7K	—	2026-10-13
Parkside Financial Bank & Trust	UNCHANGED	363	363	0	0%	$14.8K	$12.5K	-$2.3K	2026-10-27
Tradewinds Capital Management, LLC	UNCHANGED	320	320	0	0%	$13.0K	$11.0K	-$2.0K	2026-10-23
Gilpin Wealth Management, LLC	UNCHANGED	297	297	0	0%	$12.1K	$10.2K	-$1.9K	2026-10-09
Armstrong Advisory Group, Inc	INCREASED	275	270	+5	+2%	$11.0K	$9.4K	-$1.6K	2026-10-09
Financial Consulate, Inc	UNCHANGED	250	250	0	0%	$10.2K	$8.6K	-$1.6K	2026-10-23
Signature Resources Capital Management, LLC	UNCHANGED	250	250	0	0%	$10.2K	$8.6K	-$1.6K	2026-10-16
Avion Wealth	UNCHANGED	250	250	0	0%	$10	$8	-$2	2026-11-04
GK Wealth Management LLC	NEW	143	—	+143	—	—	$4.9K	—	2026-10-09
Aspect Partners, LLC	UNCHANGED	100	100	0	0%	$4.1K	$3.4K	-$637	2026-10-20
Dhjj Financial Advisors, Ltd.	UNCHANGED	98	98	0	0%	$4.0K	$3.4K	-$624	2026-10-23
Mather Group, Llc.	NEW	97	—	+97	—	—	$3.3K	—	2026-10-14
Highline Wealth Partners LLC	UNCHANGED	75	75	0	0%	$3.1K	$2.6K	-$478	2026-10-19
Root Financial Partners, LLC	NEW	70	—	+70	—	—	$2.4K	—	2026-10-21
Versant Capital Management, Inc	NEW	29	—	+29	—	—	$1.0K	—	2026-10-02
IMG Wealth Management, Inc.	UNCHANGED	1	1	0	0%	$45	$38	-$7	2026-10-27
Jefferies Financial Group Inc.	CLOSED	0	68,546	-68,546	-100%	$2.8M	$0	-$2.8M	2026-11-05
Wolverine Asset Management LLC	CLOSED	0	29,012	-29,012	-100%	$1.2M	$0	-$1.2M	2026-11-02
Compound Planning, Inc.	CLOSED	0	17,202	-17,202	-100%	$700.5K	$0	-$700.5K	2026-11-05
City Center Advisors, LLC	CLOSED	0	9,692	-9,692	-100%	$394.7K	$0	-$394.7K	2026-10-08
Total Clarity Wealth Management, Inc.	CLOSED	0	8,432	-8,432	-100%	$343.4K	$0	-$343.4K	2026-10-26
Armor Investment Advisors, LLC	CLOSED	0	5,596	-5,596	-100%	$227.9K	$0	-$227.9K	2026-10-27
RMR Capital Management, LLC	CLOSED	0	5,373	-5,373	-100%	$218.8K	$0	-$218.8K	2026-10-23
Pinnacle Wealth Management Group, Inc.	CLOSED	0	5,350	-5,350	-100%	$217.9K	$0	-$217.9K	2026-10-15
Semus Wealth Partners LLC	CLOSED	0	5,227	-5,227	-100%	$212.9K	$0	-$212.9K	2026-10-22
Walker Asset Management, LLC	CLOSED	0	5,166	-5,166	-100%	$210.3K	$0	-$210.3K	2026-10-13
Nabity-Jensen Investment Management Inc	CLOSED	0	5,025	-5,025	-100%	$204.6K	$0	-$204.6K	2026-10-23
Post Resch Tallon Group Inc.	CLOSED	0	5,025	-5,025	-100%	$204.6K	$0	-$204.6K	2026-10-09
Foster Group, Inc.	CLOSED	0	5,000	-5,000	-100%	$203.6K	$0	-$203.6K	2026-10-13
Joseph P. Lucia & Associates, LLC	CLOSED	0	4,913	-4,913	-100%	$200.1K	$0	-$200.1K	2026-10-30
Kelleher Financial Advisors	CLOSED	0	4,542	-4,542	-100%	$185.0K	$0	-$185.0K	2026-10-30
International Assets Investment Management, LLC	CLOSED	0	2,780	-2,780	-100%	$111.0K	$0	-$111.0K	2026-11-02
EverSource Wealth Advisors, LLC	CLOSED	0	2,000	-2,000	-100%	$81.4K	$0	-$81.4K	2026-11-04
AdvisorNet Financial, Inc	CLOSED	0	1,747	-1,747	-100%	$71.1K	$0	-$71.1K	2026-10-15
Salem Investment Counselors Inc	CLOSED	0	1,246	-1,246	-100%	$50.7K	$0	-$50.7K	2026-10-13
Abound Wealth Management	CLOSED	0	797	-797	-100%	$32.5K	$0	-$32.5K	2026-10-26
Duncker Streett & Co Inc	CLOSED	0	300	-300	-100%	$12.2K	$0	-$12.2K	2026-10-27
Newton One Investments LLC	CLOSED	0	234	-234	-100%	$9.5K	$0	-$9.5K	2026-10-14
MCF Advisors LLC	CLOSED	0	125	-125	-100%	$5.1K	$0	-$5.1K	2026-10-28
LifeSteps Financial, Inc.	CLOSED	0	50	-50	-100%	$2.0K	$0	-$2.0K	2026-10-15
Islay Capital Management, LLC	CLOSED	0	0	0	—	$1	$0	-$1	2026-10-20
Bank of America Corp	N/A	—	1,307,405	-1,307,405	-100%	$53.2M	—	—	—
Morgan Stanley	N/A	—	1,205,092	-1,205,092	-100%	$49.1M	—	—	—
LPL Financial LLC	N/A	—	877,625	-877,625	-100%	$35.7M	—	—	—
Wells Fargo & Company	N/A	—	694,103	-694,103	-100%	$28.3M	—	—	—
Raymond James Financial Inc	N/A	—	548,908	-548,908	-100%	$22.4M	—	—	—
Royal Bank of Canada	N/A	—	532,580	-532,580	-100%	$21.7M	—	—	—
Captrust Financial Advisors	N/A	—	380,508	-380,508	-100%	$15.5M	—	—	—
Ameriprise Financial Inc	N/A	—	325,955	-325,955	-100%	$13.3M	—	—	—
Stifel Financial Corp	N/A	—	296,826	-296,826	-100%	$12.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	292,537	-292,537	-100%	$11.9M	—	—	—
UBS Group AG	N/A	—	287,252	-287,252	-100%	$11.7M	—	—	—
NewEdge Advisors, LLC	N/A	—	172,636	-172,636	-100%	$7.0M	—	—	—
Cetera Investment Advisers	N/A	—	161,288	-161,288	-100%	$6.6M	—	—	—
Wealthspire Advisors, LLC	N/A	—	159,511	-159,511	-100%	$6.5M	—	—	—
Private Advisor Group, LLC	N/A	—	140,096	-140,096	-100%	$5.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	123,766	-123,766	-100%	$5.0M	—	—	—
Mariner, LLC	N/A	—	108,647	-108,647	-100%	$4.4M	—	—	—
Tradition Wealth Management, LLC	N/A	—	94,789	-94,789	-100%	$3.9M	—	—	—
Guggenheim Capital LLC	N/A	—	82,301	-82,301	-100%	$3.4M	—	—	—
&partners	N/A	—	70,610	-70,610	-100%	$2.9M	—	—	—
Cohen & Steers, Inc.	N/A	—	58,000	-58,000	-100%	$2.4M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	56,442	-56,442	-100%	$2.3M	—	—	—
First Trust Advisors LP	N/A	—	56,303	-56,303	-100%	$2.3M	—	—	—
Centaurus Financial, Inc.	N/A	—	54,572	-54,572	-100%	$2.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	51,586	-51,586	-100%	$2.1M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	51,503	-51,503	-100%	$2.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	40,268	-40,268	-100%	$1.6M	—	—	—
XTX Topco Ltd	N/A	—	37,884	-37,884	-100%	$1.5M	—	—	—
MML Investors Services, LLC	N/A	—	35,583	-35,583	-100%	$1.4M	—	—	—
Red Door Wealth Management, LLC	N/A	—	35,128	-35,128	-100%	$1.4M	—	—	—
World Investment Advisors	N/A	—	32,275	-32,275	-100%	$1.3M	—	—	—
HighTower Advisors, LLC	N/A	—	31,870	-31,870	-100%	$1.3M	—	—	—
Stephens Inc	N/A	—	30,911	-30,911	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	29,456	-29,456	-100%	$1.2M	—	—	—
Mission Hills Financial Advisory, LLC	N/A	—	28,847	-28,847	-100%	$1.2M	—	—	—
Matrix Private Capital Group LLC	N/A	—	28,429	-28,429	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	26,288	-26,288	-100%	$1.1M	—	—	—
CreativeOne Wealth, LLC	N/A	—	23,284	-23,284	-100%	$948.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	22,294	-22,294	-100%	$907.8K	—	—	—
Monetary Management Group Inc	N/A	—	22,000	-22,000	-100%	$895.8K	—	—	—
Atlanta Consulting Group Advisors, LLC	N/A	—	20,938	-20,938	-100%	$852.6K	—	—	—
MAI Capital Management	N/A	—	19,856	-19,856	-100%	$808.5K	—	—	—
Advisory Services Network, LLC	N/A	—	19,393	-19,393	-100%	$789.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	19,387	-19,387	-100%	$789.4K	—	—	—
Focus Partners Wealth	N/A	—	18,558	-18,558	-100%	$755.7K	—	—	—
Belpointe Asset Management LLC	N/A	—	17,942	-17,942	-100%	$730.6K	—	—	—
Maridea Wealth Management LLC	N/A	—	17,096	-17,096	-100%	$696.2K	—	—	—
HBK Sorce Advisory LLC	N/A	—	17,068	-17,068	-100%	$663.4K	—	—	—
PFG Investments, LLC	N/A	—	17,064	-17,064	-100%	$694.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	16,920	-16,920	-100%	$689.0K	—	—	—
Allied Private Wealth LLC	N/A	—	16,422	-16,422	-100%	$653.5K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	16,394	-16,394	-100%	$667.6K	—	—	—
Cerity Partners LLC	N/A	—	15,596	-15,596	-100%	$635.1K	—	—	—
Readystate Asset Management LP	N/A	—	14,869	-14,869	-100%	$605.5K	—	—	—
Equitable Holdings, Inc.	N/A	—	14,484	-14,484	-100%	$589.8K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	14,085	-14,085	-100%	$573.5K	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	13,758	-13,758	-100%	$560.2K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	13,682	-13,682	-100%	$557.1K	—	—	—
Quantum Portfolio Management LLC	N/A	—	13,026	-13,026	-100%	$530.4K	—	—	—
AE Wealth Management LLC	N/A	—	12,641	-12,641	-100%	$514.7K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	11,809	-11,809	-100%	$480.9K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	11,684	-11,684	-100%	$475.8K	—	—	—
Graybill Wealth Management, Ltd.	N/A	—	11,326	-11,326	-100%	$461.2K	—	—	—
Marex Group Ltd	N/A	—	11,000	-11,000	-100%	$447.9K	—	—	—
Estate Planners Group, LLC	N/A	—	9,644	-9,644	-100%	$392.7K	—	—	—
EP Wealth Advisors, LLC	N/A	—	9,573	-9,573	-100%	$389.8K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	8,637	-8,637	-100%	$351.7K	—	—	—
Novak & Powell Financial Services, Inc.	N/A	—	8,338	-8,338	-100%	$339.5K	—	—	—
Benjamin Edwards Inc	N/A	—	8,291	-8,291	-100%	$337.6K	—	—	—
Western Wealth Management, LLC	N/A	—	7,927	-7,927	-100%	$322.8K	—	—	—
Nwam LLC	N/A	—	7,912	-7,912	-100%	$322.2K	—	—	—
Harbour Investments, Inc.	N/A	—	7,755	-7,755	-100%	$315.8K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	7,650	-7,650	-100%	$312.0K	—	—	—
Invesco Ltd.	N/A	—	7,316	-7,316	-100%	$297.9K	—	—	—
Two Sigma Securities, LLC	N/A	—	7,299	-7,299	-100%	$297.2K	—	—	—
Allworth Financial LP	N/A	—	7,076	-7,076	-100%	$288.2K	—	—	—
Principal Securities, Inc.	N/A	—	6,738	-6,738	-100%	$274.4K	—	—	—
Moors & Cabot, Inc.	N/A	—	6,617	-6,617	-100%	$269.4K	—	—	—
Cary Street Partners Financial LLC	N/A	—	6,542	-6,542	-100%	$266.4K	—	—	—
Hilltop Holdings Inc.	N/A	—	6,210	-6,210	-100%	$252.9K	—	—	—
Nomura Holdings Inc	N/A	—	6,000	-6,000	-100%	$244.3K	—	—	—
Nicolet Bankshares Inc	N/A	—	5,870	-5,870	-100%	$235.3K	—	—	—
49 Wealth Management, LLC	N/A	—	5,496	-5,496	-100%	$223.8K	—	—	—
Alongside, LLC	N/A	—	5,496	-5,496	-100%	$223.8K	—	—	—
Keystone Financial Group	N/A	—	5,475	-5,475	-100%	$222.9K	—	—	—
Everstar Asset Management, LLC	N/A	—	5,450	-5,450	-100%	$221.9K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	5,265	-5,265	-100%	$214.4K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	5,120	-5,120	-100%	$208.5K	—	—	—
Forty-three Eighteen Advisors, LLC	N/A	—	5,033	-5,033	-100%	$204.9K	—	—	—
GWN Securities Inc.	N/A	—	5,010	-5,010	-100%	$204.0K	—	—	—
Summit Financial, LLC	N/A	—	4,943	-4,943	-100%	$201.3K	—	—	—
IFG Advisory, LLC	N/A	—	4,918	-4,918	-100%	$200.3K	—	—	—
JPMorgan Chase & Co	N/A	—	4,793	-4,793	-100%	$195.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,466	-4,466	-100%	$181.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,937	-3,937	-100%	$160.3K	—	—	—
BFC Planning, Inc.	N/A	—	3,931	-3,931	-100%	$160.1K	—	—	—
Brown Brothers Harriman & Co	N/A	—	3,166	-3,166	-100%	$128.9K	—	—	—
Luminist Capital LLC	N/A	—	2,407	-2,407	-100%	$98.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	1,864	-1,864	-100%	$75.9K	—	—	—
Anchor Investment Management, LLC	N/A	—	1,724	-1,724	-100%	$70.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,692	-1,692	-100%	$68.9K	—	—	—
Colonial Trust Advisors	N/A	—	1,500	-1,500	-100%	$61.1K	—	—	—
LRI Investments, LLC	N/A	—	1,440	-1,440	-100%	$58.6K	—	—	—
Index Technologies Group LLC	N/A	—	1,190	-1,190	-100%	$48.5K	—	—	—
Huntington National Bank	N/A	—	1,001	-1,001	-100%	$40.8K	—	—	—
Logan Capital Management Inc	N/A	—	1,000	-1,000	-100%	$40.7K	—	—	—
Arax Advisory Partners	N/A	—	1,000	-1,000	-100%	$40.7K	—	—	—
Webster Bank, N. A.	N/A	—	744	-744	-100%	$30.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	625	-625	-100%	$25.5K	—	—	—
UMB Bank, n.a.	N/A	—	574	-574	-100%	$23.4K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	564	-564	-100%	$23.0K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	500	-500	-100%	$20.4K	—	—	—
Highland Investment Advisors LLC	N/A	—	402	-402	-100%	$16.4K	—	—	—
Basepoint Wealth LLC	N/A	—	395	-395	-100%	$16.1K	—	—	—
Hollencrest Capital Management	N/A	—	395	-395	-100%	$16.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	369	-369	-100%	$15.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	358	-358	-100%	$14.6K	—	—	—
Alerus Financial NA	N/A	—	267	-267	-100%	$10.9K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	200	-200	-100%	$387.4K	—	—	—
Roble, Belko & Company, Inc	N/A	—	126	-126	-100%	$5	—	—	—
Boyd Watterson Asset Management LLC	N/A	—	100	-100	-100%	$4.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	46	-46	-100%	$1.9K	—	—	—

Showing 282 of 282 institutions