State Street Spdr DOW Jones (RWO)

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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Bank of New York Mellon Corp

INCREASED

Shares1,753,653 from 1,593,539

Change+160,114 (+10%)

Value$81.4M (+$2.2M)

Filed 2026-11-05

Brighton Jones LLC

DECREASED

Shares278,976 from 282,843

Change-3,867 (-1%)

Value$12.9M (-$1.1M)

Filed 2026-11-03

Modera Wealth Management, LLC

DECREASED

Shares196,330 from 197,929

Change-1,599 (-1%)

Value$9.1M (-$729.4K)

Filed 2026-10-28

Addis & Hill, Inc

UNCHANGED

Shares145,643 from 145,643

Change0 (0%)

Value$7.2M ($0)

Filed 2026-10-19

Avidian Wealth Enterprises, LLC

DECREASED

Shares141,835 from 153,219

Change-11,384 (-7%)

Value$6.6M (-$1.0M)

Filed 2026-10-08

White & Co Financial Planning Inc

INCREASED

Shares131,399 from 131,163

Change+236 (+0%)

Value$6.0M (-$506.0K)

Filed 2026-10-16

Orin Green Financial, LLC

DECREASED

Shares116,260 from 116,451

Change-191 (0%)

Value$5.4M (-$394.3K)

Filed 2026-10-19

Waldron Private Wealth LLC

DECREASED

Shares102,927 from 103,511

Change-584 (-1%)

Value$4.8M (-$369.7K)

Filed 2026-11-02

JFS Wealth Advisors, LLC

DECREASED

Shares92,887 from 94,538

Change-1,651 (-2%)

Value$4.3M (-$389.5K)

Filed 2026-11-03

Brooklyn FI, LLC

INCREASED

Shares92,220 from 91,936

Change+284 (+0%)

Value$4.6M (-$111.9K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares85,435 from 87,164

Change-1,729 (-2%)

Value$4.0K (-$4.3M)

Filed 2026-11-02

Park Avenue Securities LLC

INCREASED

Shares80,751 from 80,259

Change+492 (+1%)

Value$3.7K (-$4.0M)

Filed 2026-10-26

Moss Adams Wealth Advisors LLC

DECREASED

Shares53,105 from 55,783

Change-2,678 (-5%)

Value$2.5M (-$308.9K)

Filed 2026-10-28

Simplicity Wealth,LLC

INCREASED

Shares44,923 from 42,319

Change+2,604 (+6%)

Value$2.1M (-$19.3K)

Filed 2026-10-23

FSM Wealth Advisors, LLC

DECREASED

Shares43,988 from 45,668

Change-1,680 (-4%)

Value$2.0M (-$244.9K)

Filed 2026-10-27

Boltwood Capital Management

INCREASED

Shares39,785 from 30,925

Change+8,860 (+29%)

Value$1.8M (+$308.7K)

Filed 2026-10-02

Altfest L J & Co Inc

DECREASED

Shares35,021 from 39,817

Change-4,796 (-12%)

Value$1.6M (-$354.3K)

Filed 2026-10-27

Concurrent Investment Advisors, LLC

INCREASED

Shares33,521 from 19,425

Change+14,096 (+73%)

Value$1.6M (+$589.8K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares29,359 from 17,246

Change+12,113 (+70%)

Value$1.4M (+$485.6K)

Filed 2026-10-13

Abacus Planning Group, Inc.

DECREASED

Shares28,141 from 28,975

Change-834 (-3%)

Value$1.3M (-$134.6K)

Filed 2026-11-02

New England Private Wealth Advisors LLC

INCREASED

Shares26,610 from 26,372

Change+238 (+1%)

Value$1.2M (-$76.2K)

Filed 2026-10-19

Lanark Financial, Inc.

INCREASED

Shares24,934 from 23,449

Change+1,485 (+6%)

Value$1.2M (-$8.8K)

Filed 2026-10-26

RFG Advisory, LLC

INCREASED

Shares21,324 from 20,882

Change+442 (+2%)

Value$989.4K (-$48.6K)

Filed 2026-11-03

BIP Wealth, LLC

DECREASED

Shares21,060 from 21,701

Change-641 (-3%)

Value$977.2K (-$101.6K)

Filed 2026-10-22

Aspire Private Capital, LLC

INCREASED

Shares20,875 from 20,454

Change+421 (+2%)

Value$968.6K (-$48.1K)

Filed 2026-11-05

Creative Planning

DECREASED

Shares20,289 from 20,802

Change-513 (-2%)

Value$941.4K (-$92.6K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares20,084 from 17,326

Change+2,758 (+16%)

Value$931.9K (+$70.6K)

Filed 2026-10-30

Fiduciary Financial Group, LLC

INCREASED

Shares20,072 from 13,635

Change+6,437 (+47%)

Value$931.3K (+$253.5K)

Filed 2026-10-13

Orba Wealth Advisors, L.L.C.

DECREASED

Shares18,430 from 19,203

Change-773 (-4%)

Value$855.1K (-$99.4K)

Filed 2026-10-23

Sincerus Advisory, LLC

INCREASED

Shares17,081 from 8,561

Change+8,520 (+100%)

Value$792.6K (+$367.0K)

Filed 2026-10-09

Old National Bancorp

INCREASED

Shares16,383 from 13,303

Change+3,080 (+23%)

Value$760.2K (+$98.9K)

Filed 2026-10-20

MPS Loria Financial Planners, LLC

INCREASED

Shares16,142 from 12,493

Change+3,649 (+29%)

Value$749.0K (+$128.0K)

Filed 2026-10-14

Fifth Third Bancorp

DECREASED

Shares16,031 from 16,202

Change-171 (-1%)

Value$743.8K (-$61.6K)

Filed 2026-11-05

XML Financial, LLC

INCREASED

Shares15,278 from 15,076

Change+202 (+1%)

Value$708.9K (-$40.5K)

Filed 2026-10-29

Family Office Research LLC

INCREASED

Shares13,739 from 13,678

Change+61 (+0%)

Value$637.5K (-$42.4K)

Filed 2026-10-14

Apella Capital, LLC

DECREASED

Shares12,437 from 13,794

Change-1,357 (-10%)

Value$568.8K (-$131.3K)

Filed 2026-10-08

US Bancorp \de\

INCREASED

Shares11,345 from 10,344

Change+1,001 (+10%)

Value$526.4K (+$12.2K)

Filed 2026-11-05

FDx Advisors, Inc.

INCREASED

Shares11,061 from 10,961

Change+100 (+1%)

Value$513 (-$544.5K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

INCREASED

Shares10,717 from 10,053

Change+664 (+7%)

Value$497.2K (-$2.5K)

Filed 2026-11-05

Courier Capital LLC

UNCHANGED

Shares10,125 from 10,125

Change0 (0%)

Value$469.8K (-$33.5K)

Filed 2026-10-19

Innealta Capital, LLC

INCREASED

Shares9,684 from 9,157

Change+527 (+6%)

Value$449.3K (-$5.9K)

Filed 2026-11-02

StoneX Group Inc.

NEW

Shares9,610

Change+9,610

Value$477.1K

Filed 2026-11-03

BlueChip Wealth Advisors LLC

INCREASED

Shares9,589 from 8,414

Change+1,175 (+14%)

Value$444.9K (+$26.7K)

Filed 2026-11-03

Assetmark, Inc

DECREASED

Shares7,650 from 8,012

Change-362 (-5%)

Value$355.0K (-$43.3K)

Filed 2026-10-21

FC Advisory LLC

INCREASED

Shares7,538 from 7,493

Change+45 (+1%)

Value$349.7K (-$22.7K)

Filed 2026-10-05

Joseph Group Capital Management

INCREASED

Shares7,030 from 3,091

Change+3,939 (+127%)

Value$326.2K (+$172.5K)

Filed 2026-11-04

Endowment Wealth Management, Inc.

INCREASED

Shares7,028 from 5,310

Change+1,718 (+32%)

Value$326.1K (+$62.1K)

Filed 2026-11-03

Aquire Wealth Advisors, LLC

DECREASED

Shares7,008 from 7,378

Change-370 (-5%)

Value$325.2K (-$41.6K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

DECREASED

Shares6,943 from 7,132

Change-189 (-3%)

Value$322.1K (-$32.4K)

Filed 2026-11-02

Atria Investments, Inc

DECREASED

Shares5,635 from 5,700

Change-65 (-1%)

Value$261.5K (-$21.9K)

Filed 2026-10-15

Pacific Capital Wealth Advisors, Inc.

UNCHANGED

Shares5,372 from 5,372

Change0 (0%)

Value$249.3K (-$17.8K)

Filed 2026-10-22

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

DECREASED

Shares5,179 from 5,197

Change-18 (0%)

Value$240.3K (-$18.0K)

Filed 2026-10-27

Emerald Advisors, LLC

DECREASED

Shares5,033 from 5,236

Change-203 (-4%)

Value$233.5K (-$26.8K)

Filed 2026-10-13

Integrated Advisors Network LLC

DECREASED

Shares4,995 from 5,859

Change-864 (-15%)

Value$231.8K (-$59.5K)

Filed 2026-10-20

Kondo Wealth Advisors, Inc.

INCREASED

Shares4,951 from 4,906

Change+45 (+1%)

Value$229.8K (-$14.2K)

Filed 2026-10-19

USAdvisors Wealth Management, LLC

INCREASED

Shares4,872 from 4,854

Change+18 (+0%)

Value$226 (-$240.8K)

Filed 2026-10-21

Hoge Financial Services, LLC

INCREASED

Shares4,786 from 4,743

Change+43 (+1%)

Value$222.1K (-$13.7K)

Filed 2026-11-05

Walkner Condon Financial Advisors LLC

INCREASED

Shares4,725 from 4,499

Change+226 (+5%)

Value$219.3K (-$4.4K)

Filed 2026-11-02

Sowell Financial Services LLC

DECREASED

Shares4,562 from 5,445

Change-883 (-16%)

Value$211.7K (-$59.0K)

Filed 2026-10-23

Creative Financial Designs Inc

INCREASED

Shares3,973 from 3,895

Change+78 (+2%)

Value$184.3K (-$9.3K)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares2,571 from 2,571

Change0 (0%)

Value$119.3K (-$8.5K)

Filed 2026-10-16

CoreCap Advisors, LLC

DECREASED

Shares2,570 from 2,577

Change-7 (0%)

Value$119.2K (-$8.9K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

UNCHANGED

Shares1,970 from 1,970

Change0 (0%)

Value$91.4K (-$6.5K)

Filed 2026-11-04

Parallel Advisors, LLC

INCREASED

Shares1,644 from 1,594

Change+50 (+3%)

Value$76.3K (-$3.0K)

Filed 2026-11-03

First Community Trust NA

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$41.8K (-$3.0K)

Filed 2026-10-07

Larson Financial Group LLC

DECREASED

Shares782 from 953

Change-171 (-18%)

Value$36.3K (-$11.1K)

Filed 2026-11-05

Brown, Lisle Ings, Inc.

INCREASED

Shares753 from 676

Change+77 (+11%)

Value$34.9K (+$1.3K)

Filed 2026-10-16

Balance Wealth Partners LLC

NEW

Shares625

Change+625

Value$29.0K

Filed 2026-10-27

Buck Wealth Strategies, LLC

UNCHANGED

Shares361 from 361

Change0 (0%)

Value$16.8K (-$1.2K)

Filed 2026-10-28

Wilkerson Advisory Group LLC

INCREASED

Shares358 from 355

Change+3 (+1%)

Value$16.6K (-$1.0K)

Filed 2026-10-20

Trust Co of Toledo NA

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$13.9K (-$993)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares292 from 205

Change+87 (+42%)

Value$13.5K (+$3.4K)

Filed 2026-10-08

First Command Advisory Services, Inc.

DECREASED

Shares190 from 1,995

Change-1,805 (-90%)

Value$8.8K (-$90.4K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares179

Change+179

Value$8.3K

Filed 2026-10-21

Physician Wealth Advisors, Inc.

UNCHANGED

Shares151 from 151

Change0 (0%)

Value$7.0K (-$500)

Filed 2026-10-20

Mcdonald Partners LLC

UNCHANGED

Shares139 from 139

Change0 (0%)

Value$6.5K (-$460)

Filed 2026-11-03

Jacobi Capital Management LLC

NEW

Shares110

Change+110

Value$5.1K

Filed 2026-11-05

Main Street Group, LTD

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$4.2K (-$294)

Filed 2026-10-28

Trust Co of Vermont

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$4.1K (-$291)

Filed 2026-10-21

Cherry Tree Wealth Management, LLC

DECREASED

Shares87 from 106

Change-19 (-18%)

Value$4.0K (-$1.2K)

Filed 2026-10-15

Golden State Wealth Management, LLC

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$4.0K (-$288)

Filed 2026-11-02

Realta Investment Advisors

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$3.9K (-$275)

Filed 2026-10-14

Tsfg, LLC

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$4 ($0)

Filed 2026-10-23

Arlington Trust Co LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$3.6K (-$258)

Filed 2026-10-20

Elevated Capital Advisors, LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$3.6K (-$258)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$3.1K (-$219)

Filed 2026-10-30

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$2.9K (-$205)

Filed 2026-11-02

Heritage Family Offices, LLP

NEW

Shares59

Change+59

Value$2.7K

Filed 2026-11-02

Foster Dykema Cabot & Partners, LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$2.5K (-$176)

Filed 2026-10-30

Private Trust Co NA

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$1.8K (-$126)

Filed 2026-10-20

Tradewinds Capital Management, LLC

INCREASED

Shares37 from 10

Change+27 (+270%)

Value$1.7K (+$1.2K)

Filed 2026-10-23

Vima LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$1.5K (-$109)

Filed 2026-10-23

Rossby Financial, LCC

INCREASED

Shares31 from 27

Change+4 (+15%)

Value$1.4K (+$97)

Filed 2026-11-05

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.4K (-$100)

Filed 2026-10-26

Ascentis Wealth Management, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$788 (-$57)

Filed 2026-11-03

Citigroup Inc

NEW

Shares2

Change+2

Value$93

Filed 2026-11-04

NBT Bank, N.A.

DECREASED

Shares1 from 346

Change-345 (-100%)

Value$46 (-$17.2K)

Filed 2026-10-21

Foster Victor Wealth Advisors, LLC

CLOSED

Shares0 from 83,132

Change-83,132 (-100%)

Value$0 (-$4.2M)

Filed 2026-10-21

Wlth Capital Management, LLC

CLOSED

Shares0 from 24,417

Change-24,417 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-20

Evanson Financial, LLC

CLOSED

Shares0 from 6,467

Change-6,467 (-100%)

Value$0 (-$321.5K)

Filed 2026-10-23

Envision Financial LLC

CLOSED

Shares0 from 5,494

Change-5,494 (-100%)

Value$0 (-$273.1K)

Filed 2026-10-15

Ironwood Wealth Management, Llc.

CLOSED

Shares0 from 847

Change-847 (-100%)

Value$0 (-$42.1K)

Filed 2026-10-28

AdvisorNet Financial, Inc

CLOSED

Shares0 from 534

Change-534 (-100%)

Value$0 (-$26.5K)

Filed 2026-10-15

Pinnacle Wealth Planning Services, Inc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$9.9K)

Filed 2026-10-27

International Assets Investment Management, LLC

CLOSED

Shares0 from 62

Change-62 (-100%)

Value$0 (-$3.1K)

Filed 2026-11-02

Avion Wealth

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 ($0)

Filed 2026-11-04

Key FInancial Inc

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$249)

Filed 2026-11-02

Signaturefd, LLC

UNCHANGED

Shares0 from 0

Change0

Value$4 (-$1)

Filed 2026-10-23

State Street Corp

N/A

Shares— from 6,029,648

Change-6,029,648 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,603,812

Change-1,603,812 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,569,638

Change-1,569,638 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 739,570

Change-739,570 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 618,775

Change-618,775 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 568,290

Change-568,290 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 507,082

Change-507,082 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 471,704

Change-471,704 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 396,342

Change-396,342 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 305,084

Change-305,084 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 268,246

Change-268,246 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 237,463

Change-237,463 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 218,126

Change-218,126 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 212,429

Change-212,429 (-100%)

Value—

Odyssey Group, LLC

N/A

Shares— from 133,745

Change-133,745 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 105,432

Change-105,432 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 103,257

Change-103,257 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 102,355

Change-102,355 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 96,038

Change-96,038 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 89,554

Change-89,554 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 72,840

Change-72,840 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 70,138

Change-70,138 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 69,784

Change-69,784 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 67,316

Change-67,316 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 65,997

Change-65,997 (-100%)

Value—

Capstone Financial Advisors, Inc.

N/A

Shares— from 63,134

Change-63,134 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 59,277

Change-59,277 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 55,826

Change-55,826 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 54,995

Change-54,995 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 54,249

Change-54,249 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 53,317

Change-53,317 (-100%)

Value—

Capital Investment Management, Inc.

N/A

Shares— from 47,107

Change-47,107 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 39,652

Change-39,652 (-100%)

Value—

Columbia River Financial Group, LLC

N/A

Shares— from 38,733

Change-38,733 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 38,044

Change-38,044 (-100%)

Value—

Blair William & Co

N/A

Shares— from 36,881

Change-36,881 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 35,871

Change-35,871 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 35,291

Change-35,291 (-100%)

Value—

Barclays PLC

N/A

Shares— from 31,371

Change-31,371 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 28,747

Change-28,747 (-100%)

Value—

Brand Asset Management Group, Inc.

N/A

Shares— from 26,089

Change-26,089 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 25,858

Change-25,858 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 25,270

Change-25,270 (-100%)

Value—

UBS Group AG

N/A

Shares— from 24,418

Change-24,418 (-100%)

Value—

Lester Murray Antman dba SimplyRich

N/A

Shares— from 23,237

Change-23,237 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 22,494

Change-22,494 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 22,007

Change-22,007 (-100%)

Value—

Matrix Private Capital Group LLC

N/A

Shares— from 20,050

Change-20,050 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 18,330

Change-18,330 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 15,740

Change-15,740 (-100%)

Value—

Arkos Global Advisors

N/A

Shares— from 14,701

Change-14,701 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 14,191

Change-14,191 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 12,650

Change-12,650 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 11,528

Change-11,528 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 10,060

Change-10,060 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 9,255

Change-9,255 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 9,169

Change-9,169 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Tilson Financial Group, Inc.

N/A

Shares— from 6,467

Change-6,467 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 6,131

Change-6,131 (-100%)

Value—

PCB Capital LLC

N/A

Shares— from 6,115

Change-6,115 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 5,460

Change-5,460 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,436

Change-5,436 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 5,360

Change-5,360 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 4,563

Change-4,563 (-100%)

Value—

Sky-Mountain Capital Management, Inc.

N/A

Shares— from 4,246

Change-4,246 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 4,201

Change-4,201 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,099

Change-4,099 (-100%)

Value—

Vertex Planning Partners, LLC

N/A

Shares— from 4,086

Change-4,086 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 3,805

Change-3,805 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 3,664

Change-3,664 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 3,570

Change-3,570 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 2,965

Change-2,965 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,743

Change-2,743 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 2,554

Change-2,554 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 2,387

Change-2,387 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1,827

Change-1,827 (-100%)

Value—

Cardiff Park Advisors, LLC

N/A

Shares— from 1,591

Change-1,591 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,497

Change-1,497 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 1,382

Change-1,382 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,255

Change-1,255 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,221

Change-1,221 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,126

Change-1,126 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 940

Change-940 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 732

Change-732 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 705

Change-705 (-100%)

Value—

Coston, McIsaac & Partners

N/A

Shares— from 397

Change-397 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 392

Change-392 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 332

Change-332 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 327

Change-327 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 287

Change-287 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 267

Change-267 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 267

Change-267 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 215

Change-215 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 200

Change-200 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 180

Change-180 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 166

Change-166 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 162

Change-162 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 156

Change-156 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 139

Change-139 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 120

Change-120 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 81

Change-81 (-100%)

Value—

Longview Financial Advisors LLC

N/A

Shares— from 81

Change-81 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 68

Change-68 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 62

Change-62 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 21

Change-21 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	1,753,653	1,593,539	+160,114	+10%	$79.2M	$81.4M	+$2.2M	2026-11-05
Brighton Jones LLC	DECREASED	278,976	282,843	-3,867	-1%	$14.1M	$12.9M	-$1.1M	2026-11-03
Modera Wealth Management, LLC	DECREASED	196,330	197,929	-1,599	-1%	$9.8M	$9.1M	-$729.4K	2026-10-28
Addis & Hill, Inc	UNCHANGED	145,643	145,643	0	0%	$7.2M	$7.2M	$0	2026-10-19
Avidian Wealth Enterprises, LLC	DECREASED	141,835	153,219	-11,384	-7%	$7.6M	$6.6M	-$1.0M	2026-10-08
White & Co Financial Planning Inc	INCREASED	131,399	131,163	+236	+0%	$6.5M	$6.0M	-$506.0K	2026-10-16
Orin Green Financial, LLC	DECREASED	116,260	116,451	-191	0%	$5.8M	$5.4M	-$394.3K	2026-10-19
Waldron Private Wealth LLC	DECREASED	102,927	103,511	-584	-1%	$5.1M	$4.8M	-$369.7K	2026-11-02
JFS Wealth Advisors, LLC	DECREASED	92,887	94,538	-1,651	-2%	$4.7M	$4.3M	-$389.5K	2026-11-03
Brooklyn FI, LLC	INCREASED	92,220	91,936	+284	+0%	$4.7M	$4.6M	-$111.9K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	85,435	87,164	-1,729	-2%	$4.3M	$4.0K	-$4.3M	2026-11-02
Park Avenue Securities LLC	INCREASED	80,751	80,259	+492	+1%	$4.0M	$3.7K	-$4.0M	2026-10-26
Moss Adams Wealth Advisors LLC	DECREASED	53,105	55,783	-2,678	-5%	$2.8M	$2.5M	-$308.9K	2026-10-28
Simplicity Wealth,LLC	INCREASED	44,923	42,319	+2,604	+6%	$2.1M	$2.1M	-$19.3K	2026-10-23
FSM Wealth Advisors, LLC	DECREASED	43,988	45,668	-1,680	-4%	$2.3M	$2.0M	-$244.9K	2026-10-27
Boltwood Capital Management	INCREASED	39,785	30,925	+8,860	+29%	$1.5M	$1.8M	+$308.7K	2026-10-02
Altfest L J & Co Inc	DECREASED	35,021	39,817	-4,796	-12%	$2.0M	$1.6M	-$354.3K	2026-10-27
Concurrent Investment Advisors, LLC	INCREASED	33,521	19,425	+14,096	+73%	$965.6K	$1.6M	+$589.8K	2026-10-16
Wealth Enhancement Advisory Services, LLC	INCREASED	29,359	17,246	+12,113	+70%	$866.1K	$1.4M	+$485.6K	2026-10-13
Abacus Planning Group, Inc.	DECREASED	28,141	28,975	-834	-3%	$1.4M	$1.3M	-$134.6K	2026-11-02
New England Private Wealth Advisors LLC	INCREASED	26,610	26,372	+238	+1%	$1.3M	$1.2M	-$76.2K	2026-10-19
Lanark Financial, Inc.	INCREASED	24,934	23,449	+1,485	+6%	$1.2M	$1.2M	-$8.8K	2026-10-26
RFG Advisory, LLC	INCREASED	21,324	20,882	+442	+2%	$1.0M	$989.4K	-$48.6K	2026-11-03
BIP Wealth, LLC	DECREASED	21,060	21,701	-641	-3%	$1.1M	$977.2K	-$101.6K	2026-10-22
Aspire Private Capital, LLC	INCREASED	20,875	20,454	+421	+2%	$1.0M	$968.6K	-$48.1K	2026-11-05
Creative Planning	DECREASED	20,289	20,802	-513	-2%	$1.0M	$941.4K	-$92.6K	2026-11-02
Truist Financial Corp	INCREASED	20,084	17,326	+2,758	+16%	$861.3K	$931.9K	+$70.6K	2026-10-30
Fiduciary Financial Group, LLC	INCREASED	20,072	13,635	+6,437	+47%	$677.8K	$931.3K	+$253.5K	2026-10-13
Orba Wealth Advisors, L.L.C.	DECREASED	18,430	19,203	-773	-4%	$954.6K	$855.1K	-$99.4K	2026-10-23
Sincerus Advisory, LLC	INCREASED	17,081	8,561	+8,520	+100%	$425.6K	$792.6K	+$367.0K	2026-10-09
Old National Bancorp	INCREASED	16,383	13,303	+3,080	+23%	$661.3K	$760.2K	+$98.9K	2026-10-20
MPS Loria Financial Planners, LLC	INCREASED	16,142	12,493	+3,649	+29%	$621.0K	$749.0K	+$128.0K	2026-10-14
Fifth Third Bancorp	DECREASED	16,031	16,202	-171	-1%	$805.4K	$743.8K	-$61.6K	2026-11-05
XML Financial, LLC	INCREASED	15,278	15,076	+202	+1%	$749.4K	$708.9K	-$40.5K	2026-10-29
Family Office Research LLC	INCREASED	13,739	13,678	+61	+0%	$679.9K	$637.5K	-$42.4K	2026-10-14
Apella Capital, LLC	DECREASED	12,437	13,794	-1,357	-10%	$700.0K	$568.8K	-$131.3K	2026-10-08
US Bancorp \de\	INCREASED	11,345	10,344	+1,001	+10%	$514.2K	$526.4K	+$12.2K	2026-11-05
FDx Advisors, Inc.	INCREASED	11,061	10,961	+100	+1%	$545.0K	$513	-$544.5K	2026-11-05
J.W. Cole Advisors, Inc.	INCREASED	10,717	10,053	+664	+7%	$499.8K	$497.2K	-$2.5K	2026-11-05
Courier Capital LLC	UNCHANGED	10,125	10,125	0	0%	$503.3K	$469.8K	-$33.5K	2026-10-19
Innealta Capital, LLC	INCREASED	9,684	9,157	+527	+6%	$455.2K	$449.3K	-$5.9K	2026-11-02
StoneX Group Inc.	NEW	9,610	—	+9,610	—	—	$477.1K	—	2026-11-03
BlueChip Wealth Advisors LLC	INCREASED	9,589	8,414	+1,175	+14%	$418.3K	$444.9K	+$26.7K	2026-11-03
Assetmark, Inc	DECREASED	7,650	8,012	-362	-5%	$398.3K	$355.0K	-$43.3K	2026-10-21
FC Advisory LLC	INCREASED	7,538	7,493	+45	+1%	$372.5K	$349.7K	-$22.7K	2026-10-05
Joseph Group Capital Management	INCREASED	7,030	3,091	+3,939	+127%	$153.7K	$326.2K	+$172.5K	2026-11-04
Endowment Wealth Management, Inc.	INCREASED	7,028	5,310	+1,718	+32%	$264.0K	$326.1K	+$62.1K	2026-11-03
Aquire Wealth Advisors, LLC	DECREASED	7,008	7,378	-370	-5%	$366.8K	$325.2K	-$41.6K	2026-10-23
Commonwealth Equity Services, LLC	DECREASED	6,943	7,132	-189	-3%	$354.5K	$322.1K	-$32.4K	2026-11-02
Atria Investments, Inc	DECREASED	5,635	5,700	-65	-1%	$283.3K	$261.5K	-$21.9K	2026-10-15
Pacific Capital Wealth Advisors, Inc.	UNCHANGED	5,372	5,372	0	0%	$267.0K	$249.3K	-$17.8K	2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	DECREASED	5,179	5,197	-18	0%	$258.3K	$240.3K	-$18.0K	2026-10-27
Emerald Advisors, LLC	DECREASED	5,033	5,236	-203	-4%	$260.3K	$233.5K	-$26.8K	2026-10-13
Integrated Advisors Network LLC	DECREASED	4,995	5,859	-864	-15%	$291.2K	$231.8K	-$59.5K	2026-10-20
Kondo Wealth Advisors, Inc.	INCREASED	4,951	4,906	+45	+1%	$244.0K	$229.8K	-$14.2K	2026-10-19
USAdvisors Wealth Management, LLC	INCREASED	4,872	4,854	+18	+0%	$241.0K	$226	-$240.8K	2026-10-21
Hoge Financial Services, LLC	INCREASED	4,786	4,743	+43	+1%	$235.8K	$222.1K	-$13.7K	2026-11-05
Walkner Condon Financial Advisors LLC	INCREASED	4,725	4,499	+226	+5%	$223.6K	$219.3K	-$4.4K	2026-11-02
Sowell Financial Services LLC	DECREASED	4,562	5,445	-883	-16%	$270.7K	$211.7K	-$59.0K	2026-10-23
Creative Financial Designs Inc	INCREASED	3,973	3,895	+78	+2%	$193.6K	$184.3K	-$9.3K	2026-11-04
IFP Advisors, Inc	UNCHANGED	2,571	2,571	0	0%	$127.8K	$119.3K	-$8.5K	2026-10-16
CoreCap Advisors, LLC	DECREASED	2,570	2,577	-7	0%	$128.1K	$119.2K	-$8.9K	2026-10-08
EverSource Wealth Advisors, LLC	UNCHANGED	1,970	1,970	0	0%	$97.9K	$91.4K	-$6.5K	2026-11-04
Parallel Advisors, LLC	INCREASED	1,644	1,594	+50	+3%	$79.3K	$76.3K	-$3.0K	2026-11-03
First Community Trust NA	UNCHANGED	900	900	0	0%	$44.7K	$41.8K	-$3.0K	2026-10-07
Larson Financial Group LLC	DECREASED	782	953	-171	-18%	$47.4K	$36.3K	-$11.1K	2026-11-05
Brown, Lisle Ings, Inc.	INCREASED	753	676	+77	+11%	$33.6K	$34.9K	+$1.3K	2026-10-16
Balance Wealth Partners LLC	NEW	625	—	+625	—	—	$29.0K	—	2026-10-27
Buck Wealth Strategies, LLC	UNCHANGED	361	361	0	0%	$17.9K	$16.8K	-$1.2K	2026-10-28
Wilkerson Advisory Group LLC	INCREASED	358	355	+3	+1%	$17.7K	$16.6K	-$1.0K	2026-10-20
Trust Co of Toledo NA	UNCHANGED	300	300	0	0%	$14.9K	$13.9K	-$993	2026-10-16
Farther Finance Advisors, LLC	INCREASED	292	205	+87	+42%	$10.2K	$13.5K	+$3.4K	2026-10-08
First Command Advisory Services, Inc.	DECREASED	190	1,995	-1,805	-90%	$99.2K	$8.8K	-$90.4K	2026-11-05
Root Financial Partners, LLC	NEW	179	—	+179	—	—	$8.3K	—	2026-10-21
Physician Wealth Advisors, Inc.	UNCHANGED	151	151	0	0%	$7.5K	$7.0K	-$500	2026-10-20
Mcdonald Partners LLC	UNCHANGED	139	139	0	0%	$6.9K	$6.5K	-$460	2026-11-03
Jacobi Capital Management LLC	NEW	110	—	+110	—	—	$5.1K	—	2026-11-05
Main Street Group, LTD	UNCHANGED	90	90	0	0%	$4.5K	$4.2K	-$294	2026-10-28
Trust Co of Vermont	UNCHANGED	88	88	0	0%	$4.4K	$4.1K	-$291	2026-10-21
Cherry Tree Wealth Management, LLC	DECREASED	87	106	-19	-18%	$5.3K	$4.0K	-$1.2K	2026-10-15
Golden State Wealth Management, LLC	UNCHANGED	87	87	0	0%	$4.3K	$4.0K	-$288	2026-11-02
Realta Investment Advisors	UNCHANGED	83	83	0	0%	$4.1K	$3.9K	-$275	2026-10-14
Tsfg, LLC	UNCHANGED	79	79	0	0%	$4	$4	$0	2026-10-23
Arlington Trust Co LLC	UNCHANGED	78	78	0	0%	$3.9K	$3.6K	-$258	2026-10-20
Elevated Capital Advisors, LLC	UNCHANGED	78	78	0	0%	$3.9K	$3.6K	-$258	2026-11-04
Capital Investment Advisory Services, LLC	UNCHANGED	66	66	0	0%	$3.3K	$3.1K	-$219	2026-10-30
Murphy & Mullick Capital Management Corp	UNCHANGED	62	62	0	0%	$3.1K	$2.9K	-$205	2026-11-02
Heritage Family Offices, LLP	NEW	59	—	+59	—	—	$2.7K	—	2026-11-02
Foster Dykema Cabot & Partners, LLC	UNCHANGED	53	53	0	0%	$2.6K	$2.5K	-$176	2026-10-30
Private Trust Co NA	UNCHANGED	38	38	0	0%	$1.9K	$1.8K	-$126	2026-10-20
Tradewinds Capital Management, LLC	INCREASED	37	10	+27	+270%	$498	$1.7K	+$1.2K	2026-10-23
Vima LLC	UNCHANGED	33	33	0	0%	$1.6K	$1.5K	-$109	2026-10-23
Rossby Financial, LCC	INCREASED	31	27	+4	+15%	$1.3K	$1.4K	+$97	2026-11-05
Glass Jacobson Investment Advisors llc	UNCHANGED	30	30	0	0%	$1.5K	$1.4K	-$100	2026-10-26
Ascentis Wealth Management, LLC	UNCHANGED	17	17	0	0%	$845	$788	-$57	2026-11-03
Citigroup Inc	NEW	2	—	+2	—	—	$93	—	2026-11-04
NBT Bank, N.A.	DECREASED	1	346	-345	-100%	$17.2K	$46	-$17.2K	2026-10-21
Foster Victor Wealth Advisors, LLC	CLOSED	0	83,132	-83,132	-100%	$4.2M	$0	-$4.2M	2026-10-21
Wlth Capital Management, LLC	CLOSED	0	24,417	-24,417	-100%	$1.2M	$0	-$1.2M	2026-10-20
Evanson Financial, LLC	CLOSED	0	6,467	-6,467	-100%	$321.5K	$0	-$321.5K	2026-10-23
Envision Financial LLC	CLOSED	0	5,494	-5,494	-100%	$273.1K	$0	-$273.1K	2026-10-15
Ironwood Wealth Management, Llc.	CLOSED	0	847	-847	-100%	$42.1K	$0	-$42.1K	2026-10-28
AdvisorNet Financial, Inc	CLOSED	0	534	-534	-100%	$26.5K	$0	-$26.5K	2026-10-15
Pinnacle Wealth Planning Services, Inc.	CLOSED	0	200	-200	-100%	$9.9K	$0	-$9.9K	2026-10-27
International Assets Investment Management, LLC	CLOSED	0	62	-62	-100%	$3.1K	$0	-$3.1K	2026-11-02
Avion Wealth	CLOSED	0	6	-6	-100%	$0	$0	$0	2026-11-04
Key FInancial Inc	CLOSED	0	5	-5	-100%	$249	$0	-$249	2026-11-02
Signaturefd, LLC	UNCHANGED	0	0	0	—	$5	$4	-$1	2026-10-23
State Street Corp	N/A	—	6,029,648	-6,029,648	-100%	$299.7M	—	—	—
Huntington National Bank	N/A	—	1,603,812	-1,603,812	-100%	$79.7M	—	—	—
Bank of America Corp	N/A	—	1,569,638	-1,569,638	-100%	$78.0M	—	—	—
Glenmede Trust Co NA	N/A	—	739,570	-739,570	-100%	$36.8M	—	—	—
Quent Capital, LLC	N/A	—	618,775	-618,775	-100%	$30.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	568,290	-568,290	-100%	$28.2M	—	—	—
Morgan Stanley	N/A	—	507,082	-507,082	-100%	$25.2M	—	—	—
Raymond James Financial Inc	N/A	—	471,704	-471,704	-100%	$23.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	396,342	-396,342	-100%	$19.7M	—	—	—
Mariner, LLC	N/A	—	305,084	-305,084	-100%	$15.2M	—	—	—
LPL Financial LLC	N/A	—	268,246	-268,246	-100%	$13.3M	—	—	—
Cerity Partners LLC	N/A	—	237,463	-237,463	-100%	$11.8M	—	—	—
Jones Financial Companies Lllp	N/A	—	218,126	-218,126	-100%	$11.0M	—	—	—
HSBC Holdings PLC	N/A	—	212,429	-212,429	-100%	$10.6M	—	—	—
Odyssey Group, LLC	N/A	—	133,745	-133,745	-100%	$6.6M	—	—	—
Valmark Advisers, Inc.	N/A	—	105,432	-105,432	-100%	$5.2M	—	—	—
HighTower Advisors, LLC	N/A	—	103,257	-103,257	-100%	$5.1M	—	—	—
MML Investors Services, LLC	N/A	—	102,355	-102,355	-100%	$5.1M	—	—	—
OneAscent Financial Services LLC	N/A	—	96,038	-96,038	-100%	$4.8M	—	—	—
Hills Bank & Trust Co	N/A	—	89,554	-89,554	-100%	$4.5M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	72,840	-72,840	-100%	$3.6M	—	—	—
Natixis Advisors, LLC	N/A	—	70,138	-70,138	-100%	$3.5M	—	—	—
Cetera Investment Advisers	N/A	—	69,784	-69,784	-100%	$3.5M	—	—	—
M&T Bank Corp	N/A	—	67,316	-67,316	-100%	$3.3M	—	—	—
Sanctuary Advisors, LLC	N/A	—	65,997	-65,997	-100%	$3.3M	—	—	—
Capstone Financial Advisors, Inc.	N/A	—	63,134	-63,134	-100%	$3.1M	—	—	—
Focus Partners Wealth	N/A	—	59,277	-59,277	-100%	$2.9M	—	—	—
EP Wealth Advisors, LLC	N/A	—	55,826	-55,826	-100%	$2.8M	—	—	—
Mercer Global Advisors Inc	N/A	—	54,995	-54,995	-100%	$2.7M	—	—	—
Royal Bank of Canada	N/A	—	54,249	-54,249	-100%	$2.7M	—	—	—
Banque Cantonale Vaudoise	N/A	—	53,317	-53,317	-100%	$2.7M	—	—	—
Capital Investment Management, Inc.	N/A	—	47,107	-47,107	-100%	$2.3M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	39,652	-39,652	-100%	$2.0M	—	—	—
Columbia River Financial Group, LLC	N/A	—	38,733	-38,733	-100%	$1.9M	—	—	—
Savant Capital, LLC	N/A	—	38,044	-38,044	-100%	$1.8M	—	—	—
Blair William & Co	N/A	—	36,881	-36,881	-100%	$1.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	35,871	-35,871	-100%	$1.8M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	35,291	-35,291	-100%	$1.8M	—	—	—
Barclays PLC	N/A	—	31,371	-31,371	-100%	$1.6M	—	—	—
Wells Fargo & Company	N/A	—	28,747	-28,747	-100%	$1.4M	—	—	—
Brand Asset Management Group, Inc.	N/A	—	26,089	-26,089	-100%	$1.3M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	25,858	-25,858	-100%	$1.3M	—	—	—
IFG Advisory, LLC	N/A	—	25,270	-25,270	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	24,418	-24,418	-100%	$1.2M	—	—	—
Lester Murray Antman dba SimplyRich	N/A	—	23,237	-23,237	-100%	$1.2M	—	—	—
HHM Wealth Advisors, LLC	N/A	—	22,494	-22,494	-100%	$1.1M	—	—	—
Independent Advisor Alliance	N/A	—	22,007	-22,007	-100%	$1.1M	—	—	—
Matrix Private Capital Group LLC	N/A	—	20,050	-20,050	-100%	$996.7K	—	—	—
One Capital Management, LLC	N/A	—	18,330	-18,330	-100%	$839.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	15,740	-15,740	-100%	$782.4K	—	—	—
Arkos Global Advisors	N/A	—	14,701	-14,701	-100%	$731.0K	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	14,191	-14,191	-100%	$705.4K	—	—	—
Private Advisor Group, LLC	N/A	—	12,650	-12,650	-100%	$628.8K	—	—	—
Harbour Investments, Inc.	N/A	—	11,528	-11,528	-100%	$573.0K	—	—	—
Belpointe Asset Management LLC	N/A	—	10,060	-10,060	-100%	$500.1K	—	—	—
SageView Advisory Group, LLC	N/A	—	9,255	-9,255	-100%	$460.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	9,169	-9,169	-100%	$455.8K	—	—	—
Nomura Asset Management Co LTD	N/A	—	7,000	-7,000	-100%	$348.0K	—	—	—
Tilson Financial Group, Inc.	N/A	—	6,467	-6,467	-100%	$321.5K	—	—	—
Nicolet Bankshares Inc	N/A	—	6,131	-6,131	-100%	$308.0K	—	—	—
PCB Capital LLC	N/A	—	6,115	-6,115	-100%	$304.0K	—	—	—
Keystone Financial Group	N/A	—	5,460	-5,460	-100%	$271.4K	—	—	—
JPMorgan Chase & Co	N/A	—	5,436	-5,436	-100%	$273.8K	—	—	—
Lifeworks Advisors, LLC	N/A	—	5,360	-5,360	-100%	$266.4K	—	—	—
MAI Capital Management	N/A	—	4,563	-4,563	-100%	$226.8K	—	—	—
Sky-Mountain Capital Management, Inc.	N/A	—	4,246	-4,246	-100%	$211.1K	—	—	—
AE Wealth Management LLC	N/A	—	4,201	-4,201	-100%	$208.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,099	-4,099	-100%	$203.8K	—	—	—
Vertex Planning Partners, LLC	N/A	—	4,086	-4,086	-100%	$203.1K	—	—	—
GW&K Investment Management, LLC	N/A	—	3,805	-3,805	-100%	$189.0K	—	—	—
Smithfield Trust Co	N/A	—	3,664	-3,664	-100%	$182.0K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	3,570	-3,570	-100%	$177.5K	—	—	—
Ancora Advisors LLCA	N/A	—	2,965	-2,965	-100%	$147.4K	—	—	—
FMR LLC	N/A	—	2,743	-2,743	-100%	$136.4K	—	—	—
National Bank of Canada	N/A	—	2,554	-2,554	-100%	$126.7K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	2,387	-2,387	-100%	$118.7K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1,827	-1,827	-100%	$90.8K	—	—	—
Cardiff Park Advisors, LLC	N/A	—	1,591	-1,591	-100%	$79.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,497	-1,497	-100%	$74.4K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	1,382	-1,382	-100%	$68.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,255	-1,255	-100%	$62.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,221	-1,221	-100%	$61.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,126	-1,126	-100%	$56.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	940	-940	-100%	$46.7K	—	—	—
Bank of Montreal	N/A	—	732	-732	-100%	$36.4K	—	—	—
Clearstead Advisors, LLC	N/A	—	705	-705	-100%	$35.0K	—	—	—
Coston, McIsaac & Partners	N/A	—	397	-397	-100%	$19	—	—	—
Capital Analysts, LLC	N/A	—	392	-392	-100%	$19	—	—	—
Crews Bank & Trust	N/A	—	332	-332	-100%	$16.5K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	327	-327	-100%	$16.3K	—	—	—
Qube Research & Technologies Ltd	N/A	—	287	-287	-100%	$14.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	267	-267	-100%	$13.3K	—	—	—
BFC Planning, Inc.	N/A	—	267	-267	-100%	$13.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	215	-215	-100%	$10.7K	—	—	—
Allworth Financial LP	N/A	—	200	-200	-100%	$9.9K	—	—	—
IMA Advisory Services, Inc.	N/A	—	180	-180	-100%	$8.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	166	-166	-100%	$8.3K	—	—	—
LRI Investments, LLC	N/A	—	162	-162	-100%	$8.1K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	156	-156	-100%	$7.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	150	-150	-100%	$7.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	139	-139	-100%	$6.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	120	-120	-100%	$6.0K	—	—	—
Russell Investments Group, Ltd.	N/A	—	81	-81	-100%	$4.0K	—	—	—
Longview Financial Advisors LLC	N/A	—	81	-81	-100%	$4.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	70	-70	-100%	$3.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	68	-68	-100%	$3.4K	—	—	—
Arax Advisory Partners	N/A	—	62	-62	-100%	$3.1K	—	—	—
Front Row Advisors LLC	N/A	—	43	-43	-100%	$2.1K	—	—	—
Heritage Wealth Advisors	N/A	—	21	-21	-100%	$1.1K	—	—	—
Continuum Advisory, LLC	N/A	—	10	-10	-100%	$497	—	—	—
Bogart Wealth, LLC	N/A	—	6	-6	-100%	$298	—	—	—

Showing 219 of 219 institutions