SS Spdr N ICE Muni Bond ETF (TFI)

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

Shares1,693,542 from 1,784,663

Change-91,121 (-5%)

Value$72.4M (-$9.3M)

Filed 2026-11-06

Truist Financial Corp

INCREASED

Shares656,022 from 514,739

Change+141,283 (+27%)

Value$28.1M (+$4.5M)

Filed 2026-10-30

Assetmark, Inc

DECREASED

Shares647,260 from 680,591

Change-33,331 (-5%)

Value$27.7M (-$3.5M)

Filed 2026-10-21

Park Avenue Securities LLC

INCREASED

Shares535,718 from 499,621

Change+36,097 (+7%)

Value$22.9K (-$22.9M)

Filed 2026-10-26

Wealthcare Advisory Partners LLC

INCREASED

Shares520,101 from 487,611

Change+32,490 (+7%)

Value$22.2M (-$87.9K)

Filed 2026-10-21

Foster Group, Inc.

DECREASED

Shares455,724 from 468,265

Change-12,541 (-3%)

Value$19.5M (-$2.0M)

Filed 2026-10-13

Allworth Financial LP

INCREASED

Shares366,848 from 320,319

Change+46,529 (+15%)

Value$16.8M (+$2.1M)

Filed 2026-11-06

Revolve Wealth Partners, LLC

DECREASED

Shares315,113 from 449,303

Change-134,190 (-30%)

Value$13.5M (-$7.1M)

Filed 2026-10-23

OpenArc Corporate Advisory, LLC

DECREASED

Shares307,916 from 394,142

Change-86,226 (-22%)

Value$13.2M (-$4.9M)

Filed 2026-10-21

Fisher Asset Management, LLC

DECREASED

Shares307,554 from 2,325,206

Change-2,017,652 (-87%)

Value$13.2M (-$93.3M)

Filed 2026-11-06

TD Private Client Wealth LLC

DECREASED

Shares291,820 from 350,211

Change-58,391 (-17%)

Value$12.5M (-$3.6M)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares257,158 from 139,786

Change+117,372 (+84%)

Value$11.0M (+$4.6M)

Filed 2026-11-02

Cliftonlarsonallen Wealth Advisors, LLC

DECREASED

Shares239,311 from 271,971

Change-32,660 (-12%)

Value$10.2M (-$2.2M)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares201,335 from 245,232

Change-43,897 (-18%)

Value$8.6K (-$11.2M)

Filed 2026-11-02

Vise Technologies, Inc.

INCREASED

Shares182,888 from 49,686

Change+133,202 (+268%)

Value$7.8M (+$5.5M)

Filed 2026-10-29

Wealthcare Capital Management LLC

DECREASED

Shares155,422 from 170,695

Change-15,273 (-9%)

Value$6.6M (-$1.2M)

Filed 2026-10-21

JFS Wealth Advisors, LLC

DECREASED

Shares151,080 from 153,591

Change-2,511 (-2%)

Value$6.5M (-$572.8K)

Filed 2026-11-03

Avidian Wealth Enterprises, LLC

DECREASED

Shares141,386 from 206,923

Change-65,537 (-32%)

Value$6.0M (-$3.4M)

Filed 2026-10-08

Crestwood Advisors Group, LLC

DECREASED

Shares137,364 from 154,646

Change-17,282 (-11%)

Value$5.9M (-$1.2M)

Filed 2026-10-27

Collective Family Office LLC

INCREASED

Shares132,159 from 112,560

Change+19,599 (+17%)

Value$5.7M (+$497.2K)

Filed 2026-10-05

Gamma Investing LLC

INCREASED

Shares130,519 from 26,664

Change+103,855 (+390%)

Value$5.6M (+$4.4M)

Filed 2026-10-08

Cullen T Bankers, Inc.

DECREASED

Shares124,665 from 124,708

Change-43 (0%)

Value$5.3M (-$379.7K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares114,992 from 69,306

Change+45,686 (+66%)

Value$4.9M (+$1.7M)

Filed 2026-10-13

Mather Group, Llc.

DECREASED

Shares110,239 from 116,324

Change-6,085 (-5%)

Value$4.7M (-$612.7K)

Filed 2026-10-14

Archer Investment Management, LLC

NEW

Shares104,861

Change+104,861

Value$4.5M

Filed 2026-10-13

Ascent Group, LLC

INCREASED

Shares98,004 from 94,240

Change+3,764 (+4%)

Value$4.2M (-$124.6K)

Filed 2026-10-30

Ashton Thomas Securities, LLC

INCREASED

Shares95,190 from 91,788

Change+3,402 (+4%)

Value$4.1M (-$132.6K)

Filed 2026-10-26

Citigroup Inc

INCREASED

Shares88,195 from 28,695

Change+59,500 (+207%)

Value$3.8M (+$2.5M)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares82,488 from 89,797

Change-7,309 (-8%)

Value$3.5M (-$584.7K)

Filed 2026-11-05

BlueChip Wealth Advisors LLC

INCREASED

Shares79,171 from 60,552

Change+18,619 (+31%)

Value$3.4M (+$612.9K)

Filed 2026-11-03

Quadrant Private Wealth Management, LLC

INCREASED

Shares74,914 from 40,439

Change+34,475 (+85%)

Value$3.2M (+$1.4M)

Filed 2026-11-04

Versant Capital Management, Inc

INCREASED

Shares74,253 from 73,964

Change+289 (+0%)

Value$3.2M (-$211.8K)

Filed 2026-10-02

Evensky & Katz LLC

INCREASED

Shares67,850 from 66,957

Change+893 (+1%)

Value$2.9K (-$3.1M)

Filed 2026-10-27

Breakwater Investment Management

INCREASED

Shares67,225 from 10,613

Change+56,612 (+533%)

Value$2.9M (+$2.4M)

Filed 2026-10-20

TruNorth Capital Management, LLC

DECREASED

Shares62,222 from 154,027

Change-91,805 (-60%)

Value$2.7M (-$4.4M)

Filed 2026-10-14

Integrated Capital Management, Inc.

DECREASED

Shares61,083 from 61,160

Change-77 (0%)

Value$2.6M (-$188.6K)

Filed 2026-10-09

Towercrest Capital Management

INCREASED

Shares58,216 from 55,947

Change+2,269 (+4%)

Value$2.5M (-$72.5K)

Filed 2026-10-23

Aquire Wealth Advisors, LLC

DECREASED

Shares56,899 from 60,099

Change-3,200 (-5%)

Value$2.4M (-$319.0K)

Filed 2026-10-23

Foronjy Financial LLC

INCREASED

Shares55,745 from 50,950

Change+4,795 (+9%)

Value$2.4M (+$50.7K)

Filed 2026-10-14

Johnson Financial Group, LLC

INCREASED

Shares54,117 from 53,344

Change+773 (+1%)

Value$2.3M (-$128.6K)

Filed 2026-11-03

A4 Wealth Advisors LLC

INCREASED

Shares52,334 from 51,827

Change+507 (+1%)

Value$2.2M (-$135.4K)

Filed 2026-10-20

ShoreHaven Wealth Partners, LLC

INCREASED

Shares50,362 from 36,217

Change+14,145 (+39%)

Value$2.2M (+$495.2K)

Filed 2026-10-16

Advisor OS, LLC

INCREASED

Shares48,499 from 47,417

Change+1,082 (+2%)

Value$2.1M (-$97.4K)

Filed 2026-11-03

Cornerstone Wealth Management, LLC

UNCHANGED

Shares48,237 from 48,237

Change0 (0%)

Value$2.1M (-$146.2K)

Filed 2026-11-04

SAX Wealth Advisors, LLC

DECREASED

Shares47,262 from 47,630

Change-368 (-1%)

Value$2.0M (-$138.2K)

Filed 2026-10-13

Steele Capital Management, Inc.

DECREASED

Shares46,466 from 52,476

Change-6,010 (-11%)

Value$2.0M (-$416.1K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares46,215 from 32,604

Change+13,611 (+42%)

Value$2.0M (+$483.3K)

Filed 2026-10-08

Alliance Wealth Management Group

INCREASED

Shares43,410 from 41,200

Change+2,210 (+5%)

Value$1.9M (-$30.3K)

Filed 2026-10-29

CFS Investment Advisory Services, LLC

INCREASED

Shares42,892 from 42,619

Change+273 (+1%)

Value$1.8M (-$115.8K)

Filed 2026-10-19

Advus Financial Partners, LLC

DECREASED

Shares42,495 from 43,631

Change-1,136 (-3%)

Value$1.8M (-$180.8K)

Filed 2026-10-20

CX Institutional

DECREASED

Shares40,568 from 87,482

Change-46,914 (-54%)

Value$1.7K (-$2.3K)

Filed 2026-10-02

Perigon Wealth Management, LLC

INCREASED

Shares38,358 from 31,962

Change+6,396 (+20%)

Value$1.6M (+$176.7K)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares36,735 from 32,429

Change+4,306 (+13%)

Value$1.6M (+$85.9K)

Filed 2026-10-16

SWS Partners

DECREASED

Shares33,556 from 33,631

Change-75 (0%)

Value$1.4M (-$105.1K)

Filed 2026-10-26

SwitchPoint Financial Planning, LLC

NEW

Shares33,164

Change+33,164

Value$1.4M

Filed 2026-11-02

McAdam, LLC

DECREASED

Shares32,891 from 86,268

Change-53,377 (-62%)

Value$1.4M (-$2.5M)

Filed 2026-10-21

Eagle Strategies LLC

DECREASED

Shares27,701 from 29,757

Change-2,056 (-7%)

Value$1.2M (-$178.1K)

Filed 2026-10-16

Signal Advisors Wealth, LLC

INCREASED

Shares27,405 from 21,189

Change+6,216 (+29%)

Value$1.2M (+$201.6K)

Filed 2026-10-13

Eagle Rock Investment Company, LLC

UNCHANGED

Shares27,383 from 27,383

Change0 (0%)

Value$1.2M (-$83.0K)

Filed 2026-10-21

Midwest Financial Network, LLC

DECREASED

Shares27,059 from 27,545

Change-486 (-2%)

Value$1.2M (-$104.3K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

DECREASED

Shares26,810 from 30,769

Change-3,959 (-13%)

Value$1.1M (-$262.6K)

Filed 2026-10-16

Retirement Wealth Solutions LLC

INCREASED

Shares26,651 from 7,173

Change+19,478 (+272%)

Value$1.1M (+$811.3K)

Filed 2026-10-07

Cumberland Advisors Inc

INCREASED

Shares26,355 from 25,260

Change+1,095 (+4%)

Value$1.1M (-$29.7K)

Filed 2026-10-30

Choreo, LLC

DECREASED

Shares25,687 from 68,608

Change-42,921 (-63%)

Value$1.1M (-$2.0M)

Filed 2026-10-28

Fiduciary Alliance LLC

UNCHANGED

Shares25,223 from 25,223

Change0 (0%)

Value$1.1M (-$76.4K)

Filed 2026-10-13

Signature Estate & Investment Advisors LLC

NEW

Shares24,834

Change+24,834

Value$1.1M

Filed 2026-10-13

Brucke Financial, Inc.

INCREASED

Shares23,962 from 10,339

Change+13,623 (+132%)

Value$1.0M (+$551.3K)

Filed 2026-10-23

Gradient Investments LLC

DECREASED

Shares23,809 from 32,498

Change-8,689 (-27%)

Value$1.0M (-$470.1K)

Filed 2026-10-08

1900 Wealth Management LLC

INCREASED

Shares23,452 from 23,448

Change+4 (+0%)

Value$1.0M (-$70.9K)

Filed 2026-10-13

Claro Advisors Inc.

INCREASED

Shares23,031 from 10,695

Change+12,336 (+115%)

Value$985.0K (+$495.2K)

Filed 2026-11-02

Idaho Trust Co

DECREASED

Shares22,877 from 24,883

Change-2,006 (-8%)

Value$978.4K (-$160.9K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares21,982 from 14,798

Change+7,184 (+49%)

Value$940.2K (+$262.4K)

Filed 2026-11-06

Sanchez Gaunt Capital Management, LLC

INCREASED

Shares21,521 from 20,155

Change+1,366 (+7%)

Value$920.5K (-$2.6K)

Filed 2026-11-03

Facet Wealth, Inc.

DECREASED

Shares21,434 from 22,209

Change-775 (-3%)

Value$916.8K (-$100.4K)

Filed 2026-11-04

Focus Wealth Advisors, LLC

DECREASED

Shares20,949 from 23,220

Change-2,271 (-10%)

Value$896.0K (-$167.5K)

Filed 2026-10-14

Skyline Advisors, Inc.

NEW

Shares19,108

Change+19,108

Value$817.2K

Filed 2026-11-03

Atria Investments, Inc

INCREASED

Shares18,040 from 17,844

Change+196 (+1%)

Value$771.6K (-$45.7K)

Filed 2026-10-15

Destiny Wealth Partners, LLC

NEW

Shares17,770

Change+17,770

Value$781.9K

Filed 2026-11-05

AdvisorNet Financial, Inc

UNCHANGED

Shares17,033 from 17,033

Change0 (0%)

Value$732.2K (-$47.9K)

Filed 2026-10-15

Zenith Solutions, Inc.

NEW

Shares16,620

Change+16,620

Value$710.8K

Filed 2026-10-19

Linscomb Wealth, Inc.

INCREASED

Shares16,397 from 16,365

Change+32 (+0%)

Value$701.3K (-$48.2K)

Filed 2026-11-05

Kestra Advisory Services, LLC

DECREASED

Shares15,985 from 21,605

Change-5,620 (-26%)

Value$683.7K (-$305.8K)

Filed 2026-11-02

Uptick Partners, LLC

NEW

Shares15,347

Change+15,347

Value$656.4K

Filed 2026-11-04

Fairway Wealth LLC

DECREASED

Shares15,111 from 15,113

Change-2 (0%)

Value$646.3K (-$45.9K)

Filed 2026-10-30

Aprio Wealth Management, LLC

DECREASED

Shares15,070 from 15,657

Change-587 (-4%)

Value$644.6K (-$72.5K)

Filed 2026-10-28

Independent Wealth Network Inc.

INCREASED

Shares14,650 from 14,222

Change+428 (+3%)

Value$626.6K (-$24.8K)

Filed 2026-10-19

Wealthcare Capital Partners, LLC

INCREASED

Shares14,545 from 14,049

Change+496 (+4%)

Value$622.1K (-$21.4K)

Filed 2026-10-21

Level Four Advisory Services, LLC

INCREASED

Shares14,543 from 13,438

Change+1,105 (+8%)

Value$622.0K (+$6.6K)

Filed 2026-11-06

Private Trust Co NA

DECREASED

Shares14,407 from 16,676

Change-2,269 (-14%)

Value$616.2K (-$147.6K)

Filed 2026-10-20

Kingswood Wealth Advisors, LLC

INCREASED

Shares13,471 from 12,464

Change+1,007 (+8%)

Value$576.2K (+$5.3K)

Filed 2026-10-23

Avantax Planning Partners, Inc.

UNCHANGED

Shares12,707 from 12,707

Change0 (0%)

Value$543.5K (-$38.5K)

Filed 2026-11-03

StoneX Group Inc.

INCREASED

Shares12,255 from 6,259

Change+5,996 (+96%)

Value$541.1K (+$254.4K)

Filed 2026-11-03

Diversify Advisory Services, LLC

NEW

Shares12,238

Change+12,238

Value$530.0K

Filed 2026-10-20

Diversify Wealth Management, LLC

NEW

Shares12,238

Change+12,238

Value$530.0K

Filed 2026-10-20

Creative Planning

DECREASED

Shares12,214 from 15,160

Change-2,946 (-19%)

Value$522.4K (-$172.0K)

Filed 2026-11-02

Cypress Financial Planning LLC

DECREASED

Shares12,026 from 21,002

Change-8,976 (-43%)

Value$514.4K (-$447.5K)

Filed 2026-10-09

US Bancorp \de\

INCREASED

Shares11,366 from 2,396

Change+8,970 (+374%)

Value$486.1K (+$376.4K)

Filed 2026-11-05

Founders Financial Securities LLC

INCREASED

Shares11,340 from 8,008

Change+3,332 (+42%)

Value$485.0K (+$118.2K)

Filed 2026-10-28

Uniting Wealth Partners, LLC

UNCHANGED

Shares10,950 from 10,950

Change0 (0%)

Value$468.3K (-$33.2K)

Filed 2026-11-06

Dorval Corp

DECREASED

Shares10,646 from 11,141

Change-495 (-4%)

Value$455.3K (-$54.9K)

Filed 2026-10-29

Collaborative Wealth Managment Inc.

NEW

Shares10,325

Change+10,325

Value$441.6K

Filed 2026-11-06

Simplicity Wealth,LLC

INCREASED

Shares9,997 from 9,424

Change+573 (+6%)

Value$427.6K (-$4.0K)

Filed 2026-10-23

Colton Groome Financial Advisors, LLC

DECREASED

Shares9,970 from 16,175

Change-6,205 (-38%)

Value$426.4K (-$314.4K)

Filed 2026-10-06

Transcendent Capital Group LLC

DECREASED

Shares9,880 from 17,434

Change-7,554 (-43%)

Value$422.6K (-$375.9K)

Filed 2026-10-28

Forvis Mazars Wealth Advisors, LLC

DECREASED

Shares9,558 from 9,870

Change-312 (-3%)

Value$408.8K (-$43.3K)

Filed 2026-10-13

Florida Trust Wealth Management Co

NEW

Shares9,196

Change+9,196

Value$393.3K

Filed 2026-11-05

Tenet Wealth Partners, LLC

NEW

Shares9,192

Change+9,192

Value$393.1K

Filed 2026-10-19

Balentine LLC

DECREASED

Shares9,191 from 14,740

Change-5,549 (-38%)

Value$393.1K (-$282.0K)

Filed 2026-11-03

Friedenthal Financial

INCREASED

Shares8,574 from 8,215

Change+359 (+4%)

Value$366.7K (-$9.5K)

Filed 2026-10-27

Juncture Wealth Strategies, LLC

INCREASED

Shares8,419 from 8,303

Change+116 (+1%)

Value$360.1K (-$20.2K)

Filed 2026-10-06

RFG Advisory, LLC

NEW

Shares8,240

Change+8,240

Value$352.4K

Filed 2026-11-03

Victory Financial Group, LLC

NEW

Shares8,237

Change+8,237

Value$352.3K

Filed 2026-10-27

Walkner Condon Financial Advisors LLC

NEW

Shares8,181

Change+8,181

Value$349.9K

Filed 2026-11-02

One Day In July LLC

UNCHANGED

Shares8,174 from 8,174

Change0 (0%)

Value$349.6K (-$24.8K)

Filed 2026-10-30

Omega Financial Group, LLC

DECREASED

Shares8,046 from 8,232

Change-186 (-2%)

Value$344.1K (-$32.9K)

Filed 2026-10-29

Tanager Wealth Management LLP

UNCHANGED

Shares8,022 from 8,022

Change0 (0%)

Value$343.1K (-$24.3K)

Filed 2026-10-19

Sawgrass Asset Management LLC

UNCHANGED

Shares7,876 from 7,876

Change0 (0%)

Value$336.9K (-$23.9K)

Filed 2026-11-03

Apollon Financial, LLC

NEW

Shares7,672

Change+7,672

Value$328.2K

Filed 2026-10-23

Parkway Wealth Management Group, LLC

INCREASED

Shares7,569 from 6,840

Change+729 (+11%)

Value$323.7K (+$10.5K)

Filed 2026-10-20

Compound Planning, Inc.

DECREASED

Shares7,461 from 14,115

Change-6,654 (-47%)

Value$319.1K (-$327.4K)

Filed 2026-11-05

Sowell Financial Services LLC

INCREASED

Shares7,229 from 6,768

Change+461 (+7%)

Value$309.2K (-$797)

Filed 2026-10-23

Stablepoint Partners, LLC

DECREASED

Shares6,835 from 9,301

Change-2,466 (-27%)

Value$292.3K (-$133.7K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

DECREASED

Shares6,451 from 6,636

Change-185 (-3%)

Value$275.9K (-$28.0K)

Filed 2026-11-04

SigFig Wealth Management, LLC

DECREASED

Shares6,418 from 7,003

Change-585 (-8%)

Value$274.5K (-$46.3K)

Filed 2026-10-07

Thrivent Financial for Lutherans

INCREASED

Shares6,380 from 6,325

Change+55 (+1%)

Value$273 (-$289.7K)

Filed 2026-11-05

Guided Capital Wealth Management, LLC

NEW

Shares6,296

Change+6,296

Value$269.3K

Filed 2026-10-21

Pacific Park Financial, Inc.

INCREASED

Shares6,295 from 5,265

Change+1,030 (+20%)

Value$269.2K (+$28.1K)

Filed 2026-10-13

WBH Advisory Inc

DECREASED

Shares6,294 from 21,829

Change-15,535 (-71%)

Value$269.2K (-$730.6K)

Filed 2026-11-05

Balefire, LLC

INCREASED

Shares5,916 from 4,926

Change+990 (+20%)

Value$253.0K (+$27.4K)

Filed 2026-10-09

Kestra Investment Management, LLC

NEW

Shares5,852

Change+5,852

Value$250.3K

Filed 2026-11-04

Beaumont Financial Advisors, LLC

UNCHANGED

Shares5,846 from 5,846

Change0 (0%)

Value$250.0K (-$17.7K)

Filed 2026-10-22

Braun-Bostich & Associates Inc.

INCREASED

Shares5,835 from 5,512

Change+323 (+6%)

Value$249.6K (-$2.9K)

Filed 2026-10-20

Rare Wolf Capital LLC

INCREASED

Shares5,801 from 5,467

Change+334 (+6%)

Value$248.1K (-$2.3K)

Filed 2026-10-20

Citizens National Bank Trust Department

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$235.2K (-$16.7K)

Filed 2026-11-04

Tortoise Investment Management, LLC

DECREASED

Shares5,357 from 8,607

Change-3,250 (-38%)

Value$229.1K (-$165.1K)

Filed 2026-11-06

Elevation Point Wealth Partners, LLC

UNCHANGED

Shares5,294 from 5,294

Change0 (0%)

Value$226.4K (-$16.0K)

Filed 2026-11-05

Investment Planning Advisors, Inc.

INCREASED

Shares5,240 from 4,808

Change+432 (+9%)

Value$224.1K (+$3.9K)

Filed 2026-10-14

International Assets Investment Management, LLC

NEW

Shares5,051

Change+5,051

Value$216.7K

Filed 2026-11-02

CRA Financial Services, LLC

UNCHANGED

Shares5,021 from 5,021

Change0 (0%)

Value$214.7K (-$15.2K)

Filed 2026-10-16

Inscription Capital, LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$213.9K (-$15.2K)

Filed 2026-11-02

Total Clarity Wealth Management, Inc.

NEW

Shares4,935

Change+4,935

Value$211.1K

Filed 2026-10-26

Oppenheimer & Co Inc

DECREASED

Shares4,811 from 14,115

Change-9,304 (-66%)

Value$205.8K (-$440.7K)

Filed 2026-10-26

Ridgeline Wealth, LLC

UNCHANGED

Shares4,729 from 4,729

Change0 (0%)

Value$203.6K (-$13.0K)

Filed 2026-10-14

Capital Advisors, Ltd. LLC

UNCHANGED

Shares4,426 from 4,426

Change0 (0%)

Value$189 (-$14)

Filed 2026-10-27

Blueline Advisors LLC

DECREASED

Shares4,137 from 4,235

Change-98 (-2%)

Value$177.0K (-$17.0K)

Filed 2026-10-15

Root Financial Partners, LLC

NEW

Shares2,592

Change+2,592

Value$110.9K

Filed 2026-10-21

Community Bank, N.A.

NEW

Shares2,500

Change+2,500

Value$106.9K

Filed 2026-11-06

Richardson Financial Services Inc.

INCREASED

Shares2,245 from 2,174

Change+71 (+3%)

Value$96.0K (-$3.6K)

Filed 2026-10-30

1620 Investment Advisors, Inc.

UNCHANGED

Shares2,049 from 2,049

Change0 (0%)

Value$87.6K (-$6.2K)

Filed 2026-11-04

Lanark Financial, Inc.

DECREASED

Shares1,500 from 3,500

Change-2,000 (-57%)

Value$64.2K (-$96.1K)

Filed 2026-10-26

Blue Trust, Inc.

UNCHANGED

Shares1,497 from 1,497

Change0 (0%)

Value$64.0K (-$4.5K)

Filed 2026-10-15

Hurley Capital, LLC

UNCHANGED

Shares1,168 from 1,168

Change0 (0%)

Value$50.0K (-$3.5K)

Filed 2026-11-05

Laurel Wealth Advisors LLC

NEW

Shares1,000

Change+1,000

Value$42.8K

Filed 2026-10-27

UMB Bank, n.a.

UNCHANGED

Shares986 from 986

Change0 (0%)

Value$42.2K (-$3.0K)

Filed 2026-11-06

Signature Equity Partners, LLC

DECREASED

Shares850 from 879

Change-29 (-3%)

Value$36.3K (-$3.9K)

Filed 2026-10-29

Capital Investment Advisory Services, LLC

INCREASED

Shares846 from 840

Change+6 (+1%)

Value$36.0K (-$2.4K)

Filed 2026-10-30

Parkside Financial Bank & Trust

UNCHANGED

Shares812 from 812

Change0 (0%)

Value$34.7K (-$2.5K)

Filed 2026-10-27

Pinnacle Bancorp, Inc.

UNCHANGED

Shares793 from 793

Change0 (0%)

Value$33.9K (-$2.4K)

Filed 2026-10-21

Salomon & Ludwin, LLC

UNCHANGED

Shares731 from 731

Change0 (0%)

Value$31.3K (-$2.1K)

Filed 2026-10-29

Beacon Financial Strategies Corp

NEW

Shares712

Change+712

Value$30.5K

Filed 2026-10-14

Spire Wealth Management

INCREASED

Shares692 from 293

Change+399 (+136%)

Value$29.6K (+$16.2K)

Filed 2026-10-30

Coston, McIsaac & Partners

UNCHANGED

Shares609 from 609

Change0 (0%)

Value$26.0K (+$26.0K)

Filed 2026-11-06

Nvest Wealth Strategies, Inc.

UNCHANGED

Shares554 from 554

Change0 (0%)

Value$23.7K (-$1.7K)

Filed 2026-10-14

Plante Moran Financial Advisors, LLC

NEW

Shares552

Change+552

Value$23.6K

Filed 2026-11-04

Creative Financial Designs Inc

NEW

Shares412

Change+412

Value$17.6K

Filed 2026-11-04

CoreCap Advisors, LLC

INCREASED

Shares378 from 86

Change+292 (+340%)

Value$16.2K (+$12.2K)

Filed 2026-10-08

Parallel Advisors, LLC

UNCHANGED

Shares376 from 376

Change0 (0%)

Value$16.1K (-$1.1K)

Filed 2026-11-03

Rossby Financial, LCC

INCREASED

Shares318 from 8

Change+310 (+3875%)

Value$13.6K (+$13.2K)

Filed 2026-11-05

Clearstead Advisors, LLC

NEW

Shares262

Change+262

Value$11.2K

Filed 2026-11-06

Nova Financial LLC

NEW

Shares250

Change+250

Value$10.7K

Filed 2026-11-04

Rachor Investment Advisory Services, LLC

UNCHANGED

Shares207 from 207

Change0 (0%)

Value$8.8K (-$626)

Filed 2026-10-29

Ashton Thomas Private Wealth, LLC

DECREASED

Shares125 from 11,371

Change-11,246 (-99%)

Value$5.3K (-$515.4K)

Filed 2026-11-03

Quaker Wealth Management, LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$4.2K (-$300)

Filed 2026-10-22

Farmers & Merchants Investments Inc

NEW

Shares91

Change+91

Value$3.9K

Filed 2026-10-22

Private Wealth Management Group, LLC

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$3.0K (-$212)

Filed 2026-10-19

Caldwell Trust Co

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$1.8K (-$124)

Filed 2026-10-30

Reyes Financial Architecture, Inc.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$1.5K (-$109)

Filed 2026-10-22

Russell Investments Group, Ltd.

INCREASED

Shares26 from 16

Change+10 (+63%)

Value$1.1K (+$385)

Filed 2026-11-06

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.1K (-$75)

Filed 2026-10-27

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$787 (-$49)

Filed 2026-11-04

Cape Investment Advisory, Inc.

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$566 (-$40)

Filed 2026-10-13

Silver Grove Financial Group, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$275 (-$19)

Filed 2026-11-05

Networth Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$216 (-$13)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$43 (-$3)

Filed 2026-10-27

Little House Capital LLC

CLOSED

Shares0 from 22,105

Change-22,105 (-100%)

Value$0 (-$1.0M)

Filed 2026-11-06

Financial Life Advisors

CLOSED

Shares0 from 17,905

Change-17,905 (-100%)

Value$0 (-$820.0K)

Filed 2026-10-14

Hazlett, Burt & Watson, Inc.

CLOSED

Shares0 from 16,739

Change-16,739 (-100%)

Value$0 (-$767.0K)

Filed 2026-11-04

Mainsail Financial Group, LLC

CLOSED

Shares0 from 10,273

Change-10,273 (-100%)

Value$0 (-$470.5K)

Filed 2026-10-23

PFW Advisors LLC

CLOSED

Shares0 from 9,268

Change-9,268 (-100%)

Value$0 (-$424.5K)

Filed 2026-10-07

Strategic Blueprint, LLC

CLOSED

Shares0 from 8,625

Change-8,625 (-100%)

Value$0 (-$395.0K)

Filed 2026-10-22

HBK Sorce Advisory LLC

CLOSED

Shares0 from 8,602

Change-8,602 (-100%)

Value$0 (-$386.9K)

Filed 2026-11-06

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 7,619

Change-7,619 (-100%)

Value$0 (-$349.0K)

Filed 2026-10-13

Savant Capital, LLC

CLOSED

Shares0 from 5,846

Change-5,846 (-100%)

Value$0 (-$267.1K)

Filed 2026-11-06

Brooklyn FI, LLC

CLOSED

Shares0 from 5,463

Change-5,463 (-100%)

Value$0 (-$246.4K)

Filed 2026-11-05

GLR Partners, LLC

CLOSED

Shares0 from 4,781

Change-4,781 (-100%)

Value$0 (-$219.0K)

Filed 2026-11-04

Arista Wealth Management, LLC

CLOSED

Shares0 from 4,662

Change-4,662 (-100%)

Value$0 (-$213.5K)

Filed 2026-10-29

Exchange Bank

CLOSED

Shares0 from 4,622

Change-4,622 (-100%)

Value$0 (-$211.7K)

Filed 2026-10-07

Cornerstone Planning Group LLC

CLOSED

Shares0 from 3,358

Change-3,358 (-100%)

Value$0 (-$151.4K)

Filed 2026-10-16

Bank of New Hampshire

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$137.4K)

Filed 2026-10-06

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 2,299

Change-2,299 (-100%)

Value$0 (-$105.3K)

Filed 2026-10-14

MCF Advisors LLC

CLOSED

Shares0 from 1,447

Change-1,447 (-100%)

Value$0 (-$66.3K)

Filed 2026-10-28

Angeles Wealth Management, LLC

CLOSED

Shares0 from 561

Change-561 (-100%)

Value$0 (-$25.7K)

Filed 2026-10-26

Navigoe, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$9)

Filed 2026-11-04

Country Trust Bank

CLOSED

Shares0 from 120

Change-120 (-100%)

Value$0 (-$5.5K)

Filed 2026-10-30

Beacon Investment Advisory Services, Inc.

CLOSED

Shares0 from 105

Change-105 (-100%)

Value$0 (-$4.8K)

Filed 2026-10-13

Downshift Financial, LLC

CLOSED

Shares0 from 78

Change-78 (-100%)

Value$0 (-$3.6K)

Filed 2026-10-13

Betterment LLC

N/A

Shares— from 11,029,685

Change-11,029,685 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 8,827,168

Change-8,827,168 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,815,223

Change-5,815,223 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,935,958

Change-2,935,958 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,525,765

Change-2,525,765 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,450,023

Change-2,450,023 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,538,717

Change-1,538,717 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,348,815

Change-1,348,815 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,173,043

Change-1,173,043 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,112,505

Change-1,112,505 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 1,028,763

Change-1,028,763 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,003,300

Change-1,003,300 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 973,365

Change-973,365 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 765,849

Change-765,849 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 589,288

Change-589,288 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 416,214

Change-416,214 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 382,516

Change-382,516 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 357,460

Change-357,460 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 335,216

Change-335,216 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 285,800

Change-285,800 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 235,362

Change-235,362 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 234,345

Change-234,345 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 202,055

Change-202,055 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 201,233

Change-201,233 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 190,199

Change-190,199 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 187,562

Change-187,562 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 175,357

Change-175,357 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 174,969

Change-174,969 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 149,733

Change-149,733 (-100%)

Value—

&partners

N/A

Shares— from 147,924

Change-147,924 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 133,649

Change-133,649 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 122,441

Change-122,441 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 117,063

Change-117,063 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 114,540

Change-114,540 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 111,420

Change-111,420 (-100%)

Value—

Capital Investment Management, Inc.

N/A

Shares— from 109,860

Change-109,860 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 103,847

Change-103,847 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 95,982

Change-95,982 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 91,901

Change-91,901 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 83,221

Change-83,221 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 80,122

Change-80,122 (-100%)

Value—

Invst, LLC

N/A

Shares— from 77,279

Change-77,279 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 75,517

Change-75,517 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 72,219

Change-72,219 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 71,658

Change-71,658 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 66,250

Change-66,250 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 65,728

Change-65,728 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 63,387

Change-63,387 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 63,076

Change-63,076 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 62,805

Change-62,805 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 45,615

Change-45,615 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 44,034

Change-44,034 (-100%)

Value—

EFG International AG

N/A

Shares— from 43,134

Change-43,134 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 39,997

Change-39,997 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 38,892

Change-38,892 (-100%)

Value—

Bcgm Wealth Management, LLC

N/A

Shares— from 35,358

Change-35,358 (-100%)

Value—

FMR LLC

N/A

Shares— from 35,298

Change-35,298 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 30,915

Change-30,915 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 28,321

Change-28,321 (-100%)

Value—

Novus Advisors, LLC

N/A

Shares— from 27,789

Change-27,789 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 26,329

Change-26,329 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 26,322

Change-26,322 (-100%)

Value—

Olde Wealth Management, LLC

N/A

Shares— from 26,309

Change-26,309 (-100%)

Value—

Tilson Financial Group, Inc.

N/A

Shares— from 25,239

Change-25,239 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 23,935

Change-23,935 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 23,481

Change-23,481 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 22,029

Change-22,029 (-100%)

Value—

Crabel Capital Management, LLC

N/A

Shares— from 21,553

Change-21,553 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 21,231

Change-21,231 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 21,055

Change-21,055 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 20,962

Change-20,962 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 20,937

Change-20,937 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 20,858

Change-20,858 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 20,417

Change-20,417 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 19,810

Change-19,810 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 18,464

Change-18,464 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 18,419

Change-18,419 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 17,603

Change-17,603 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 17,288

Change-17,288 (-100%)

Value—

Meadowbrook Advisors Group, LLC

N/A

Shares— from 16,996

Change-16,996 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 16,226

Change-16,226 (-100%)

Value—

Dopkins Wealth Management, LLC

N/A

Shares— from 15,732

Change-15,732 (-100%)

Value—

Stokes Family Office, LLC

N/A

Shares— from 15,479

Change-15,479 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 15,208

Change-15,208 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 12,999

Change-12,999 (-100%)

Value—

M1 Capital Management LLC

N/A

Shares— from 12,687

Change-12,687 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 12,144

Change-12,144 (-100%)

Value—

AFT, Forsyth & Company, Inc.

N/A

Shares— from 11,750

Change-11,750 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 11,717

Change-11,717 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 10,743

Change-10,743 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 10,444

Change-10,444 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 10,393

Change-10,393 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 10,312

Change-10,312 (-100%)

Value—

Vertex Planning Partners, LLC

N/A

Shares— from 10,171

Change-10,171 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 9,282

Change-9,282 (-100%)

Value—

West Michigan Advisors, LLC

N/A

Shares— from 9,107

Change-9,107 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 9,046

Change-9,046 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 8,863

Change-8,863 (-100%)

Value—

Hexagon Capital Partners LLC

N/A

Shares— from 8,814

Change-8,814 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 8,802

Change-8,802 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 8,787

Change-8,787 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 7,954

Change-7,954 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 7,951

Change-7,951 (-100%)

Value—

Alesco Advisors, LLC, An ESL Co

N/A

Shares— from 7,841

Change-7,841 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 7,673

Change-7,673 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 7,414

Change-7,414 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 7,267

Change-7,267 (-100%)

Value—

Mattson Financial Services, LLC

N/A

Shares— from 6,801

Change-6,801 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 6,462

Change-6,462 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 6,330

Change-6,330 (-100%)

Value—

Strathmore Capital Advisors, Inc.

N/A

Shares— from 6,327

Change-6,327 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 6,321

Change-6,321 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 5,993

Change-5,993 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,777

Change-5,777 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 5,673

Change-5,673 (-100%)

Value—

Resolute Wealth Advisor, Inc.

N/A

Shares— from 5,623

Change-5,623 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 5,614

Change-5,614 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 5,079

Change-5,079 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 5,045

Change-5,045 (-100%)

Value—

Burling Wealth Partners, LLC

N/A

Shares— from 4,879

Change-4,879 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 4,849

Change-4,849 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 4,741

Change-4,741 (-100%)

Value—

Taylor Hoffman Capital Management LLC

N/A

Shares— from 4,656

Change-4,656 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 4,637

Change-4,637 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 3,913

Change-3,913 (-100%)

Value—

Blair William & Co

N/A

Shares— from 3,804

Change-3,804 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,777

Change-2,777 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 2,738

Change-2,738 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 2,600

Change-2,600 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 2,600

Change-2,600 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 2,280

Change-2,280 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,978

Change-1,978 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,688

Change-1,688 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 1,675

Change-1,675 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,633

Change-1,633 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 1,148

Change-1,148 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 948

Change-948 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 937

Change-937 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 732

Change-732 (-100%)

Value—

Ballast Advisors LLC

N/A

Shares— from 647

Change-647 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 555

Change-555 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 439

Change-439 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 280

Change-280 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 268

Change-268 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 225

Change-225 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 205

Change-205 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 169

Change-169 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 122

Change-122 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 82

Change-82 (-100%)

Value—

Delos Wealth Advisors, LLC

N/A

Shares— from 81

Change-81 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 69

Change-69 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 52

Change-52 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Longview Financial Advisors LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	1,693,542	1,784,663	-91,121	-5%	$81.7M	$72.4M	-$9.3M	2026-11-06
Truist Financial Corp	INCREASED	656,022	514,739	+141,283	+27%	$23.6M	$28.1M	+$4.5M	2026-10-30
Assetmark, Inc	DECREASED	647,260	680,591	-33,331	-5%	$31.2M	$27.7M	-$3.5M	2026-10-21
Park Avenue Securities LLC	INCREASED	535,718	499,621	+36,097	+7%	$22.9M	$22.9K	-$22.9M	2026-10-26
Wealthcare Advisory Partners LLC	INCREASED	520,101	487,611	+32,490	+7%	$22.3M	$22.2M	-$87.9K	2026-10-21
Foster Group, Inc.	DECREASED	455,724	468,265	-12,541	-3%	$21.4M	$19.5M	-$2.0M	2026-10-13
Allworth Financial LP	INCREASED	366,848	320,319	+46,529	+15%	$14.7M	$16.8M	+$2.1M	2026-11-06
Revolve Wealth Partners, LLC	DECREASED	315,113	449,303	-134,190	-30%	$20.6M	$13.5M	-$7.1M	2026-10-23
OpenArc Corporate Advisory, LLC	DECREASED	307,916	394,142	-86,226	-22%	$18.1M	$13.2M	-$4.9M	2026-10-21
Fisher Asset Management, LLC	DECREASED	307,554	2,325,206	-2,017,652	-87%	$106.5M	$13.2M	-$93.3M	2026-11-06
TD Private Client Wealth LLC	DECREASED	291,820	350,211	-58,391	-17%	$16.0M	$12.5M	-$3.6M	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	257,158	139,786	+117,372	+84%	$6.4M	$11.0M	+$4.6M	2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC	DECREASED	239,311	271,971	-32,660	-12%	$12.5M	$10.2M	-$2.2M	2026-10-14
Cambridge Investment Research Advisors, Inc.	DECREASED	201,335	245,232	-43,897	-18%	$11.2M	$8.6K	-$11.2M	2026-11-02
Vise Technologies, Inc.	INCREASED	182,888	49,686	+133,202	+268%	$2.3M	$7.8M	+$5.5M	2026-10-29
Wealthcare Capital Management LLC	DECREASED	155,422	170,695	-15,273	-9%	$7.8M	$6.6M	-$1.2M	2026-10-21
JFS Wealth Advisors, LLC	DECREASED	151,080	153,591	-2,511	-2%	$7.0M	$6.5M	-$572.8K	2026-11-03
Avidian Wealth Enterprises, LLC	DECREASED	141,386	206,923	-65,537	-32%	$9.5M	$6.0M	-$3.4M	2026-10-08
Crestwood Advisors Group, LLC	DECREASED	137,364	154,646	-17,282	-11%	$7.1M	$5.9M	-$1.2M	2026-10-27
Collective Family Office LLC	INCREASED	132,159	112,560	+19,599	+17%	$5.2M	$5.7M	+$497.2K	2026-10-05
Gamma Investing LLC	INCREASED	130,519	26,664	+103,855	+390%	$1.2M	$5.6M	+$4.4M	2026-10-08
Cullen T Bankers, Inc.	DECREASED	124,665	124,708	-43	0%	$5.7M	$5.3M	-$379.7K	2026-10-28
Wealth Enhancement Advisory Services, LLC	INCREASED	114,992	69,306	+45,686	+66%	$3.2M	$4.9M	+$1.7M	2026-10-13
Mather Group, Llc.	DECREASED	110,239	116,324	-6,085	-5%	$5.3M	$4.7M	-$612.7K	2026-10-14
Archer Investment Management, LLC	NEW	104,861	—	+104,861	—	—	$4.5M	—	2026-10-13
Ascent Group, LLC	INCREASED	98,004	94,240	+3,764	+4%	$4.3M	$4.2M	-$124.6K	2026-10-30
Ashton Thomas Securities, LLC	INCREASED	95,190	91,788	+3,402	+4%	$4.2M	$4.1M	-$132.6K	2026-10-26
Citigroup Inc	INCREASED	88,195	28,695	+59,500	+207%	$1.3M	$3.8M	+$2.5M	2026-11-04
Fifth Third Bancorp	DECREASED	82,488	89,797	-7,309	-8%	$4.1M	$3.5M	-$584.7K	2026-11-05
BlueChip Wealth Advisors LLC	INCREASED	79,171	60,552	+18,619	+31%	$2.8M	$3.4M	+$612.9K	2026-11-03
Quadrant Private Wealth Management, LLC	INCREASED	74,914	40,439	+34,475	+85%	$1.9M	$3.2M	+$1.4M	2026-11-04
Versant Capital Management, Inc	INCREASED	74,253	73,964	+289	+0%	$3.4M	$3.2M	-$211.8K	2026-10-02
Evensky & Katz LLC	INCREASED	67,850	66,957	+893	+1%	$3.1M	$2.9K	-$3.1M	2026-10-27
Breakwater Investment Management	INCREASED	67,225	10,613	+56,612	+533%	$486.1K	$2.9M	+$2.4M	2026-10-20
TruNorth Capital Management, LLC	DECREASED	62,222	154,027	-91,805	-60%	$7.1M	$2.7M	-$4.4M	2026-10-14
Integrated Capital Management, Inc.	DECREASED	61,083	61,160	-77	0%	$2.8M	$2.6M	-$188.6K	2026-10-09
Towercrest Capital Management	INCREASED	58,216	55,947	+2,269	+4%	$2.6M	$2.5M	-$72.5K	2026-10-23
Aquire Wealth Advisors, LLC	DECREASED	56,899	60,099	-3,200	-5%	$2.8M	$2.4M	-$319.0K	2026-10-23
Foronjy Financial LLC	INCREASED	55,745	50,950	+4,795	+9%	$2.3M	$2.4M	+$50.7K	2026-10-14
Johnson Financial Group, LLC	INCREASED	54,117	53,344	+773	+1%	$2.4M	$2.3M	-$128.6K	2026-11-03
A4 Wealth Advisors LLC	INCREASED	52,334	51,827	+507	+1%	$2.4M	$2.2M	-$135.4K	2026-10-20
ShoreHaven Wealth Partners, LLC	INCREASED	50,362	36,217	+14,145	+39%	$1.7M	$2.2M	+$495.2K	2026-10-16
Advisor OS, LLC	INCREASED	48,499	47,417	+1,082	+2%	$2.2M	$2.1M	-$97.4K	2026-11-03
Cornerstone Wealth Management, LLC	UNCHANGED	48,237	48,237	0	0%	$2.2M	$2.1M	-$146.2K	2026-11-04
SAX Wealth Advisors, LLC	DECREASED	47,262	47,630	-368	-1%	$2.2M	$2.0M	-$138.2K	2026-10-13
Steele Capital Management, Inc.	DECREASED	46,466	52,476	-6,010	-11%	$2.4M	$2.0M	-$416.1K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	46,215	32,604	+13,611	+42%	$1.5M	$2.0M	+$483.3K	2026-10-08
Alliance Wealth Management Group	INCREASED	43,410	41,200	+2,210	+5%	$1.9M	$1.9M	-$30.3K	2026-10-29
CFS Investment Advisory Services, LLC	INCREASED	42,892	42,619	+273	+1%	$1.9M	$1.8M	-$115.8K	2026-10-19
Advus Financial Partners, LLC	DECREASED	42,495	43,631	-1,136	-3%	$2.0M	$1.8M	-$180.8K	2026-10-20
CX Institutional	DECREASED	40,568	87,482	-46,914	-54%	$4.0K	$1.7K	-$2.3K	2026-10-02
Perigon Wealth Management, LLC	INCREASED	38,358	31,962	+6,396	+20%	$1.5M	$1.6M	+$176.7K	2026-10-22
IFP Advisors, Inc	INCREASED	36,735	32,429	+4,306	+13%	$1.5M	$1.6M	+$85.9K	2026-10-16
SWS Partners	DECREASED	33,556	33,631	-75	0%	$1.5M	$1.4M	-$105.1K	2026-10-26
SwitchPoint Financial Planning, LLC	NEW	33,164	—	+33,164	—	—	$1.4M	—	2026-11-02
McAdam, LLC	DECREASED	32,891	86,268	-53,377	-62%	$4.0M	$1.4M	-$2.5M	2026-10-21
Eagle Strategies LLC	DECREASED	27,701	29,757	-2,056	-7%	$1.4M	$1.2M	-$178.1K	2026-10-16
Signal Advisors Wealth, LLC	INCREASED	27,405	21,189	+6,216	+29%	$970.5K	$1.2M	+$201.6K	2026-10-13
Eagle Rock Investment Company, LLC	UNCHANGED	27,383	27,383	0	0%	$1.3M	$1.2M	-$83.0K	2026-10-21
Midwest Financial Network, LLC	DECREASED	27,059	27,545	-486	-2%	$1.3M	$1.2M	-$104.3K	2026-10-13
Concurrent Investment Advisors, LLC	DECREASED	26,810	30,769	-3,959	-13%	$1.4M	$1.1M	-$262.6K	2026-10-16
Retirement Wealth Solutions LLC	INCREASED	26,651	7,173	+19,478	+272%	$328.5K	$1.1M	+$811.3K	2026-10-07
Cumberland Advisors Inc	INCREASED	26,355	25,260	+1,095	+4%	$1.2M	$1.1M	-$29.7K	2026-10-30
Choreo, LLC	DECREASED	25,687	68,608	-42,921	-63%	$3.1M	$1.1M	-$2.0M	2026-10-28
Fiduciary Alliance LLC	UNCHANGED	25,223	25,223	0	0%	$1.2M	$1.1M	-$76.4K	2026-10-13
Signature Estate & Investment Advisors LLC	NEW	24,834	—	+24,834	—	—	$1.1M	—	2026-10-13
Brucke Financial, Inc.	INCREASED	23,962	10,339	+13,623	+132%	$473.5K	$1.0M	+$551.3K	2026-10-23
Gradient Investments LLC	DECREASED	23,809	32,498	-8,689	-27%	$1.5M	$1.0M	-$470.1K	2026-10-08
1900 Wealth Management LLC	INCREASED	23,452	23,448	+4	+0%	$1.1M	$1.0M	-$70.9K	2026-10-13
Claro Advisors Inc.	INCREASED	23,031	10,695	+12,336	+115%	$489.8K	$985.0K	+$495.2K	2026-11-02
Idaho Trust Co	DECREASED	22,877	24,883	-2,006	-8%	$1.1M	$978.4K	-$160.9K	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	21,982	14,798	+7,184	+49%	$677.7K	$940.2K	+$262.4K	2026-11-06
Sanchez Gaunt Capital Management, LLC	INCREASED	21,521	20,155	+1,366	+7%	$923.1K	$920.5K	-$2.6K	2026-11-03
Facet Wealth, Inc.	DECREASED	21,434	22,209	-775	-3%	$1.0M	$916.8K	-$100.4K	2026-11-04
Focus Wealth Advisors, LLC	DECREASED	20,949	23,220	-2,271	-10%	$1.1M	$896.0K	-$167.5K	2026-10-14
Skyline Advisors, Inc.	NEW	19,108	—	+19,108	—	—	$817.2K	—	2026-11-03
Atria Investments, Inc	INCREASED	18,040	17,844	+196	+1%	$817.3K	$771.6K	-$45.7K	2026-10-15
Destiny Wealth Partners, LLC	NEW	17,770	—	+17,770	—	—	$781.9K	—	2026-11-05
AdvisorNet Financial, Inc	UNCHANGED	17,033	17,033	0	0%	$780.1K	$732.2K	-$47.9K	2026-10-15
Zenith Solutions, Inc.	NEW	16,620	—	+16,620	—	—	$710.8K	—	2026-10-19
Linscomb Wealth, Inc.	INCREASED	16,397	16,365	+32	+0%	$749.5K	$701.3K	-$48.2K	2026-11-05
Kestra Advisory Services, LLC	DECREASED	15,985	21,605	-5,620	-26%	$989.5K	$683.7K	-$305.8K	2026-11-02
Uptick Partners, LLC	NEW	15,347	—	+15,347	—	—	$656.4K	—	2026-11-04
Fairway Wealth LLC	DECREASED	15,111	15,113	-2	0%	$692.2K	$646.3K	-$45.9K	2026-10-30
Aprio Wealth Management, LLC	DECREASED	15,070	15,657	-587	-4%	$717.1K	$644.6K	-$72.5K	2026-10-28
Independent Wealth Network Inc.	INCREASED	14,650	14,222	+428	+3%	$651.4K	$626.6K	-$24.8K	2026-10-19
Wealthcare Capital Partners, LLC	INCREASED	14,545	14,049	+496	+4%	$643.4K	$622.1K	-$21.4K	2026-10-21
Level Four Advisory Services, LLC	INCREASED	14,543	13,438	+1,105	+8%	$615.5K	$622.0K	+$6.6K	2026-11-06
Private Trust Co NA	DECREASED	14,407	16,676	-2,269	-14%	$763.8K	$616.2K	-$147.6K	2026-10-20
Kingswood Wealth Advisors, LLC	INCREASED	13,471	12,464	+1,007	+8%	$570.9K	$576.2K	+$5.3K	2026-10-23
Avantax Planning Partners, Inc.	UNCHANGED	12,707	12,707	0	0%	$582.0K	$543.5K	-$38.5K	2026-11-03
StoneX Group Inc.	INCREASED	12,255	6,259	+5,996	+96%	$286.7K	$541.1K	+$254.4K	2026-11-03
Diversify Advisory Services, LLC	NEW	12,238	—	+12,238	—	—	$530.0K	—	2026-10-20
Diversify Wealth Management, LLC	NEW	12,238	—	+12,238	—	—	$530.0K	—	2026-10-20
Creative Planning	DECREASED	12,214	15,160	-2,946	-19%	$694.3K	$522.4K	-$172.0K	2026-11-02
Cypress Financial Planning LLC	DECREASED	12,026	21,002	-8,976	-43%	$961.9K	$514.4K	-$447.5K	2026-10-09
US Bancorp \de\	INCREASED	11,366	2,396	+8,970	+374%	$109.7K	$486.1K	+$376.4K	2026-11-05
Founders Financial Securities LLC	INCREASED	11,340	8,008	+3,332	+42%	$366.8K	$485.0K	+$118.2K	2026-10-28
Uniting Wealth Partners, LLC	UNCHANGED	10,950	10,950	0	0%	$501.5K	$468.3K	-$33.2K	2026-11-06
Dorval Corp	DECREASED	10,646	11,141	-495	-4%	$510.3K	$455.3K	-$54.9K	2026-10-29
Collaborative Wealth Managment Inc.	NEW	10,325	—	+10,325	—	—	$441.6K	—	2026-11-06
Simplicity Wealth,LLC	INCREASED	9,997	9,424	+573	+6%	$431.6K	$427.6K	-$4.0K	2026-10-23
Colton Groome Financial Advisors, LLC	DECREASED	9,970	16,175	-6,205	-38%	$740.8K	$426.4K	-$314.4K	2026-10-06
Transcendent Capital Group LLC	DECREASED	9,880	17,434	-7,554	-43%	$798.5K	$422.6K	-$375.9K	2026-10-28
Forvis Mazars Wealth Advisors, LLC	DECREASED	9,558	9,870	-312	-3%	$452.0K	$408.8K	-$43.3K	2026-10-13
Florida Trust Wealth Management Co	NEW	9,196	—	+9,196	—	—	$393.3K	—	2026-11-05
Tenet Wealth Partners, LLC	NEW	9,192	—	+9,192	—	—	$393.1K	—	2026-10-19
Balentine LLC	DECREASED	9,191	14,740	-5,549	-38%	$675.1K	$393.1K	-$282.0K	2026-11-03
Friedenthal Financial	INCREASED	8,574	8,215	+359	+4%	$376.2K	$366.7K	-$9.5K	2026-10-27
Juncture Wealth Strategies, LLC	INCREASED	8,419	8,303	+116	+1%	$380.3K	$360.1K	-$20.2K	2026-10-06
RFG Advisory, LLC	NEW	8,240	—	+8,240	—	—	$352.4K	—	2026-11-03
Victory Financial Group, LLC	NEW	8,237	—	+8,237	—	—	$352.3K	—	2026-10-27
Walkner Condon Financial Advisors LLC	NEW	8,181	—	+8,181	—	—	$349.9K	—	2026-11-02
One Day In July LLC	UNCHANGED	8,174	8,174	0	0%	$374.4K	$349.6K	-$24.8K	2026-10-30
Omega Financial Group, LLC	DECREASED	8,046	8,232	-186	-2%	$377.0K	$344.1K	-$32.9K	2026-10-29
Tanager Wealth Management LLP	UNCHANGED	8,022	8,022	0	0%	$367.4K	$343.1K	-$24.3K	2026-10-19
Sawgrass Asset Management LLC	UNCHANGED	7,876	7,876	0	0%	$360.7K	$336.9K	-$23.9K	2026-11-03
Apollon Financial, LLC	NEW	7,672	—	+7,672	—	—	$328.2K	—	2026-10-23
Parkway Wealth Management Group, LLC	INCREASED	7,569	6,840	+729	+11%	$313.3K	$323.7K	+$10.5K	2026-10-20
Compound Planning, Inc.	DECREASED	7,461	14,115	-6,654	-47%	$646.5K	$319.1K	-$327.4K	2026-11-05
Sowell Financial Services LLC	INCREASED	7,229	6,768	+461	+7%	$310.0K	$309.2K	-$797	2026-10-23
Stablepoint Partners, LLC	DECREASED	6,835	9,301	-2,466	-27%	$426.0K	$292.3K	-$133.7K	2026-11-03
EverSource Wealth Advisors, LLC	DECREASED	6,451	6,636	-185	-3%	$303.9K	$275.9K	-$28.0K	2026-11-04
SigFig Wealth Management, LLC	DECREASED	6,418	7,003	-585	-8%	$320.8K	$274.5K	-$46.3K	2026-10-07
Thrivent Financial for Lutherans	INCREASED	6,380	6,325	+55	+1%	$290.0K	$273	-$289.7K	2026-11-05
Guided Capital Wealth Management, LLC	NEW	6,296	—	+6,296	—	—	$269.3K	—	2026-10-21
Pacific Park Financial, Inc.	INCREASED	6,295	5,265	+1,030	+20%	$241.1K	$269.2K	+$28.1K	2026-10-13
WBH Advisory Inc	DECREASED	6,294	21,829	-15,535	-71%	$999.8K	$269.2K	-$730.6K	2026-11-05
Balefire, LLC	INCREASED	5,916	4,926	+990	+20%	$225.6K	$253.0K	+$27.4K	2026-10-09
Kestra Investment Management, LLC	NEW	5,852	—	+5,852	—	—	$250.3K	—	2026-11-04
Beaumont Financial Advisors, LLC	UNCHANGED	5,846	5,846	0	0%	$267.7K	$250.0K	-$17.7K	2026-10-22
Braun-Bostich & Associates Inc.	INCREASED	5,835	5,512	+323	+6%	$252.5K	$249.6K	-$2.9K	2026-10-20
Rare Wolf Capital LLC	INCREASED	5,801	5,467	+334	+6%	$250.4K	$248.1K	-$2.3K	2026-10-20
Citizens National Bank Trust Department	UNCHANGED	5,500	5,500	0	0%	$251.9K	$235.2K	-$16.7K	2026-11-04
Tortoise Investment Management, LLC	DECREASED	5,357	8,607	-3,250	-38%	$394.2K	$229.1K	-$165.1K	2026-11-06
Elevation Point Wealth Partners, LLC	UNCHANGED	5,294	5,294	0	0%	$242.5K	$226.4K	-$16.0K	2026-11-05
Investment Planning Advisors, Inc.	INCREASED	5,240	4,808	+432	+9%	$220.2K	$224.1K	+$3.9K	2026-10-14
International Assets Investment Management, LLC	NEW	5,051	—	+5,051	—	—	$216.7K	—	2026-11-02
CRA Financial Services, LLC	UNCHANGED	5,021	5,021	0	0%	$230.0K	$214.7K	-$15.2K	2026-10-16
Inscription Capital, LLC	UNCHANGED	5,000	5,000	0	0%	$229.0K	$213.9K	-$15.2K	2026-11-02
Total Clarity Wealth Management, Inc.	NEW	4,935	—	+4,935	—	—	$211.1K	—	2026-10-26
Oppenheimer & Co Inc	DECREASED	4,811	14,115	-9,304	-66%	$646.5K	$205.8K	-$440.7K	2026-10-26
Ridgeline Wealth, LLC	UNCHANGED	4,729	4,729	0	0%	$216.6K	$203.6K	-$13.0K	2026-10-14
Capital Advisors, Ltd. LLC	UNCHANGED	4,426	4,426	0	0%	$203	$189	-$14	2026-10-27
Blueline Advisors LLC	DECREASED	4,137	4,235	-98	-2%	$194.0K	$177.0K	-$17.0K	2026-10-15
Root Financial Partners, LLC	NEW	2,592	—	+2,592	—	—	$110.9K	—	2026-10-21
Community Bank, N.A.	NEW	2,500	—	+2,500	—	—	$106.9K	—	2026-11-06
Richardson Financial Services Inc.	INCREASED	2,245	2,174	+71	+3%	$99.6K	$96.0K	-$3.6K	2026-10-30
1620 Investment Advisors, Inc.	UNCHANGED	2,049	2,049	0	0%	$93.8K	$87.6K	-$6.2K	2026-11-04
Lanark Financial, Inc.	DECREASED	1,500	3,500	-2,000	-57%	$160.3K	$64.2K	-$96.1K	2026-10-26
Blue Trust, Inc.	UNCHANGED	1,497	1,497	0	0%	$68.6K	$64.0K	-$4.5K	2026-10-15
Hurley Capital, LLC	UNCHANGED	1,168	1,168	0	0%	$53.5K	$50.0K	-$3.5K	2026-11-05
Laurel Wealth Advisors LLC	NEW	1,000	—	+1,000	—	—	$42.8K	—	2026-10-27
UMB Bank, n.a.	UNCHANGED	986	986	0	0%	$45.2K	$42.2K	-$3.0K	2026-11-06
Signature Equity Partners, LLC	DECREASED	850	879	-29	-3%	$40.2K	$36.3K	-$3.9K	2026-10-29
Capital Investment Advisory Services, LLC	INCREASED	846	840	+6	+1%	$38.5K	$36.0K	-$2.4K	2026-10-30
Parkside Financial Bank & Trust	UNCHANGED	812	812	0	0%	$37.2K	$34.7K	-$2.5K	2026-10-27
Pinnacle Bancorp, Inc.	UNCHANGED	793	793	0	0%	$36.3K	$33.9K	-$2.4K	2026-10-21
Salomon & Ludwin, LLC	UNCHANGED	731	731	0	0%	$33.4K	$31.3K	-$2.1K	2026-10-29
Beacon Financial Strategies Corp	NEW	712	—	+712	—	—	$30.5K	—	2026-10-14
Spire Wealth Management	INCREASED	692	293	+399	+136%	$13.4K	$29.6K	+$16.2K	2026-10-30
Coston, McIsaac & Partners	UNCHANGED	609	609	0	0%	$27	$26.0K	+$26.0K	2026-11-06
Nvest Wealth Strategies, Inc.	UNCHANGED	554	554	0	0%	$25.4K	$23.7K	-$1.7K	2026-10-14
Plante Moran Financial Advisors, LLC	NEW	552	—	+552	—	—	$23.6K	—	2026-11-04
Creative Financial Designs Inc	NEW	412	—	+412	—	—	$17.6K	—	2026-11-04
CoreCap Advisors, LLC	INCREASED	378	86	+292	+340%	$3.9K	$16.2K	+$12.2K	2026-10-08
Parallel Advisors, LLC	UNCHANGED	376	376	0	0%	$17.2K	$16.1K	-$1.1K	2026-11-03
Rossby Financial, LCC	INCREASED	318	8	+310	+3875%	$366	$13.6K	+$13.2K	2026-11-05
Clearstead Advisors, LLC	NEW	262	—	+262	—	—	$11.2K	—	2026-11-06
Nova Financial LLC	NEW	250	—	+250	—	—	$10.7K	—	2026-11-04
Rachor Investment Advisory Services, LLC	UNCHANGED	207	207	0	0%	$9.5K	$8.8K	-$626	2026-10-29
Ashton Thomas Private Wealth, LLC	DECREASED	125	11,371	-11,246	-99%	$520.8K	$5.3K	-$515.4K	2026-11-03
Quaker Wealth Management, LLC	UNCHANGED	99	99	0	0%	$4.5K	$4.2K	-$300	2026-10-22
Farmers & Merchants Investments Inc	NEW	91	—	+91	—	—	$3.9K	—	2026-10-22
Private Wealth Management Group, LLC	UNCHANGED	70	70	0	0%	$3.2K	$3.0K	-$212	2026-10-19
Caldwell Trust Co	UNCHANGED	41	41	0	0%	$1.9K	$1.8K	-$124	2026-10-30
Reyes Financial Architecture, Inc.	UNCHANGED	36	36	0	0%	$1.6K	$1.5K	-$109	2026-10-22
Russell Investments Group, Ltd.	INCREASED	26	16	+10	+63%	$713	$1.1K	+$385	2026-11-06
Cassaday & Co Wealth Management LLC	UNCHANGED	25	25	0	0%	$1.1K	$1.1K	-$75	2026-10-27
Allspring Global Investments Holdings, LLC	UNCHANGED	18	18	0	0%	$836	$787	-$49	2026-11-04
Cape Investment Advisory, Inc.	UNCHANGED	13	13	0	0%	$606	$566	-$40	2026-10-13
Silver Grove Financial Group, Inc.	UNCHANGED	6	6	0	0%	$294	$275	-$19	2026-11-05
Networth Advisors, LLC	UNCHANGED	5	5	0	0%	$229	$216	-$13	2026-11-03
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1	1	0	0%	$46	$43	-$3	2026-10-27
Little House Capital LLC	CLOSED	0	22,105	-22,105	-100%	$1.0M	$0	-$1.0M	2026-11-06
Financial Life Advisors	CLOSED	0	17,905	-17,905	-100%	$820.0K	$0	-$820.0K	2026-10-14
Hazlett, Burt & Watson, Inc.	CLOSED	0	16,739	-16,739	-100%	$767.0K	$0	-$767.0K	2026-11-04
Mainsail Financial Group, LLC	CLOSED	0	10,273	-10,273	-100%	$470.5K	$0	-$470.5K	2026-10-23
PFW Advisors LLC	CLOSED	0	9,268	-9,268	-100%	$424.5K	$0	-$424.5K	2026-10-07
Strategic Blueprint, LLC	CLOSED	0	8,625	-8,625	-100%	$395.0K	$0	-$395.0K	2026-10-22
HBK Sorce Advisory LLC	CLOSED	0	8,602	-8,602	-100%	$386.9K	$0	-$386.9K	2026-11-06
B. Riley Wealth Advisors, Inc.	CLOSED	0	7,619	-7,619	-100%	$349.0K	$0	-$349.0K	2026-10-13
Savant Capital, LLC	CLOSED	0	5,846	-5,846	-100%	$267.1K	$0	-$267.1K	2026-11-06
Brooklyn FI, LLC	CLOSED	0	5,463	-5,463	-100%	$246.4K	$0	-$246.4K	2026-11-05
GLR Partners, LLC	CLOSED	0	4,781	-4,781	-100%	$219.0K	$0	-$219.0K	2026-11-04
Arista Wealth Management, LLC	CLOSED	0	4,662	-4,662	-100%	$213.5K	$0	-$213.5K	2026-10-29
Exchange Bank	CLOSED	0	4,622	-4,622	-100%	$211.7K	$0	-$211.7K	2026-10-07
Cornerstone Planning Group LLC	CLOSED	0	3,358	-3,358	-100%	$151.4K	$0	-$151.4K	2026-10-16
Bank of New Hampshire	CLOSED	0	3,000	-3,000	-100%	$137.4K	$0	-$137.4K	2026-10-06
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	2,299	-2,299	-100%	$105.3K	$0	-$105.3K	2026-10-14
MCF Advisors LLC	CLOSED	0	1,447	-1,447	-100%	$66.3K	$0	-$66.3K	2026-10-28
Angeles Wealth Management, LLC	CLOSED	0	561	-561	-100%	$25.7K	$0	-$25.7K	2026-10-26
Navigoe, LLC	CLOSED	0	200	-200	-100%	$9	$0	-$9	2026-11-04
Country Trust Bank	CLOSED	0	120	-120	-100%	$5.5K	$0	-$5.5K	2026-10-30
Beacon Investment Advisory Services, Inc.	CLOSED	0	105	-105	-100%	$4.8K	$0	-$4.8K	2026-10-13
Downshift Financial, LLC	CLOSED	0	78	-78	-100%	$3.6K	$0	-$3.6K	2026-10-13
Betterment LLC	N/A	—	11,029,685	-11,029,685	-100%	$505.2M	—	—	—
Bank of America Corp	N/A	—	8,827,168	-8,827,168	-100%	$404.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,815,223	-5,815,223	-100%	$266.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	2,935,958	-2,935,958	-100%	$134.5M	—	—	—
UBS Group AG	N/A	—	2,525,765	-2,525,765	-100%	$115.7M	—	—	—
Morgan Stanley	N/A	—	2,450,023	-2,450,023	-100%	$112.2M	—	—	—
Bank of Montreal	N/A	—	1,538,717	-1,538,717	-100%	$70.5M	—	—	—
Arax Advisory Partners	N/A	—	1,348,815	-1,348,815	-100%	$61.8M	—	—	—
Raymond James Financial Inc	N/A	—	1,173,043	-1,173,043	-100%	$53.7M	—	—	—
JPMorgan Chase & Co	N/A	—	1,112,505	-1,112,505	-100%	$51.0M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	1,028,763	-1,028,763	-100%	$47.1M	—	—	—
Wells Fargo & Company	N/A	—	1,003,300	-1,003,300	-100%	$46.0M	—	—	—
Cerity Partners LLC	N/A	—	973,365	-973,365	-100%	$44.6M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	765,849	-765,849	-100%	$35.1M	—	—	—
Stifel Financial Corp	N/A	—	589,288	-589,288	-100%	$27.0M	—	—	—
One Capital Management, LLC	N/A	—	416,214	-416,214	-100%	$18.9M	—	—	—
Cetera Investment Advisers	N/A	—	382,516	-382,516	-100%	$17.5M	—	—	—
Jane Street Group, LLC	N/A	—	357,460	-357,460	-100%	$16.4M	—	—	—
Dynasty Wealth Management, LLC	N/A	—	335,216	-335,216	-100%	$15.4M	—	—	—
State of Wisconsin Investment Board	N/A	—	285,800	-285,800	-100%	$13.1M	—	—	—
MML Investors Services, LLC	N/A	—	235,362	-235,362	-100%	$10.8M	—	—	—
UBS Asset Management Americas LLC	N/A	—	234,345	-234,345	-100%	$10.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	202,055	-202,055	-100%	$9.3M	—	—	—
Mariner, LLC	N/A	—	201,233	-201,233	-100%	$9.2M	—	—	—
HighTower Advisors, LLC	N/A	—	190,199	-190,199	-100%	$8.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	187,562	-187,562	-100%	$8.6M	—	—	—
Keebeck Wealth Management	N/A	—	175,357	-175,357	-100%	$8.0M	—	—	—
Citadel Advisors LLC	N/A	—	174,969	-174,969	-100%	$8.0M	—	—	—
Seeds Investor LLC	N/A	—	149,733	-149,733	-100%	$6.9M	—	—	—
&partners	N/A	—	147,924	-147,924	-100%	$6.8M	—	—	—
Waverly Advisors, LLC	N/A	—	133,649	-133,649	-100%	$6.1M	—	—	—
Ameriprise Financial Inc	N/A	—	122,441	-122,441	-100%	$5.6M	—	—	—
Wealthspire Advisors, LLC	N/A	—	117,063	-117,063	-100%	$5.4M	—	—	—
Savvy Advisors, Inc.	N/A	—	114,540	-114,540	-100%	$5.2M	—	—	—
Renaissance Technologies LLC	N/A	—	111,420	-111,420	-100%	$5.1M	—	—	—
Capital Investment Management, Inc.	N/A	—	109,860	-109,860	-100%	$5.0M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	103,847	-103,847	-100%	$4.8M	—	—	—
Royal Bank of Canada	N/A	—	95,982	-95,982	-100%	$4.4M	—	—	—
Manning & Napier Advisors LLC	N/A	—	91,901	-91,901	-100%	$4.2M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	83,221	-83,221	-100%	$3.8M	—	—	—
Logan Stone Capital, LLC	N/A	—	80,122	-80,122	-100%	$3.7M	—	—	—
Invst, LLC	N/A	—	77,279	-77,279	-100%	$3.5M	—	—	—
Bleakley Financial Group, LLC	N/A	—	75,517	-75,517	-100%	$3.5M	—	—	—
Private Advisor Group, LLC	N/A	—	72,219	-72,219	-100%	$3.3M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	71,658	-71,658	-100%	$3.3M	—	—	—
Elequin Capital, LP	N/A	—	66,250	-66,250	-100%	$3.0M	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	65,728	-65,728	-100%	$3.0M	—	—	—
Harbour Investments, Inc.	N/A	—	63,387	-63,387	-100%	$2.9M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	63,076	-63,076	-100%	$2.9M	—	—	—
HHM Wealth Advisors, LLC	N/A	—	62,805	-62,805	-100%	$2.9M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	45,615	-45,615	-100%	$2.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	44,034	-44,034	-100%	$2.0M	—	—	—
EFG International AG	N/A	—	43,134	-43,134	-100%	$2.0M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	39,997	-39,997	-100%	$1.8M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	38,892	-38,892	-100%	$1.8M	—	—	—
Bcgm Wealth Management, LLC	N/A	—	35,358	-35,358	-100%	$1.6M	—	—	—
FMR LLC	N/A	—	35,298	-35,298	-100%	$1.6M	—	—	—
Nicolet Bankshares Inc	N/A	—	30,915	-30,915	-100%	$1.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	28,321	-28,321	-100%	$1.3M	—	—	—
Novus Advisors, LLC	N/A	—	27,789	-27,789	-100%	$1.3M	—	—	—
Global Retirement Partners, LLC	N/A	—	26,329	-26,329	-100%	$1.2M	—	—	—
SEI Investments Co	N/A	—	26,322	-26,322	-100%	$1.2M	—	—	—
Olde Wealth Management, LLC	N/A	—	26,309	-26,309	-100%	$1.2M	—	—	—
Tilson Financial Group, Inc.	N/A	—	25,239	-25,239	-100%	$1.2M	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	23,935	-23,935	-100%	$1.1M	—	—	—
World Investment Advisors	N/A	—	23,481	-23,481	-100%	$1.1M	—	—	—
IHT Wealth Management, LLC	N/A	—	22,029	-22,029	-100%	$1.0M	—	—	—
Crabel Capital Management, LLC	N/A	—	21,553	-21,553	-100%	$987.1K	—	—	—
Flow Traders U.S. LLC	N/A	—	21,231	-21,231	-100%	$972.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	21,055	-21,055	-100%	$964.3K	—	—	—
Bragg Financial Advisors, Inc	N/A	—	20,962	-20,962	-100%	$960.1K	—	—	—
WealthShield Partners, LLC	N/A	—	20,937	-20,937	-100%	$958.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	20,858	-20,858	-100%	$955.3K	—	—	—
Legacy Wealth Managment, LLC	N/A	—	20,417	-20,417	-100%	$935.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	19,810	-19,810	-100%	$907.3K	—	—	—
RWA Wealth Partners, LLC	N/A	—	18,464	-18,464	-100%	$845.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	18,419	-18,419	-100%	$843.6K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	17,603	-17,603	-100%	$806.2K	—	—	—
ST Germain D J Co Inc	N/A	—	17,288	-17,288	-100%	$791.8K	—	—	—
Meadowbrook Advisors Group, LLC	N/A	—	16,996	-16,996	-100%	$778.4K	—	—	—
BlackRock, Inc.	N/A	—	16,226	-16,226	-100%	$743.1K	—	—	—
Dopkins Wealth Management, LLC	N/A	—	15,732	-15,732	-100%	$720.5K	—	—	—
Stokes Family Office, LLC	N/A	—	15,479	-15,479	-100%	$708.9K	—	—	—
Captrust Financial Advisors	N/A	—	15,208	-15,208	-100%	$696.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	12,999	-12,999	-100%	$595.4K	—	—	—
M1 Capital Management LLC	N/A	—	12,687	-12,687	-100%	$581.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	12,144	-12,144	-100%	$556.2K	—	—	—
AFT, Forsyth & Company, Inc.	N/A	—	11,750	-11,750	-100%	$538.2K	—	—	—
First Trust Advisors LP	N/A	—	11,717	-11,717	-100%	$536.6K	—	—	—
Quantinno Capital Management LP	N/A	—	10,743	-10,743	-100%	$492.0K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	10,444	-10,444	-100%	$478.3K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	10,393	-10,393	-100%	$476.0K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	10,312	-10,312	-100%	$472.3K	—	—	—
Vertex Planning Partners, LLC	N/A	—	10,171	-10,171	-100%	$465.8K	—	—	—
Focus Partners Wealth	N/A	—	9,282	-9,282	-100%	$425.1K	—	—	—
West Michigan Advisors, LLC	N/A	—	9,107	-9,107	-100%	$417.1K	—	—	—
Wealth Alliance, LLC	N/A	—	9,046	-9,046	-100%	$414.3K	—	—	—
Venturi Wealth Management, LLC	N/A	—	8,863	-8,863	-100%	$405.9K	—	—	—
Hexagon Capital Partners LLC	N/A	—	8,814	-8,814	-100%	$403.7K	—	—	—
Edgestream Partners, L.P.	N/A	—	8,802	-8,802	-100%	$403.1K	—	—	—
Quadrature Capital Ltd	N/A	—	8,787	-8,787	-100%	$402.4K	—	—	—
Aventura Private Wealth, LLC	N/A	—	7,954	-7,954	-100%	$364.3K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	7,951	-7,951	-100%	$364.1K	—	—	—
Alesco Advisors, LLC, An ESL Co	N/A	—	7,841	-7,841	-100%	$359.1K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	7,673	-7,673	-100%	$351.4K	—	—	—
Composition Wealth, LLC	N/A	—	7,414	-7,414	-100%	$339.6K	—	—	—
One Wealth Advisors, LLC	N/A	—	7,267	-7,267	-100%	$332.8K	—	—	—
Mattson Financial Services, LLC	N/A	—	6,801	-6,801	-100%	$308.9K	—	—	—
Wealthgarden F.S. LLC	N/A	—	6,462	-6,462	-100%	$296.0K	—	—	—
Crews Bank & Trust	N/A	—	6,330	-6,330	-100%	$289.9K	—	—	—
Strathmore Capital Advisors, Inc.	N/A	—	6,327	-6,327	-100%	$286.2K	—	—	—
AQR Capital Management LLC	N/A	—	6,321	-6,321	-100%	$289.5K	—	—	—
AE Wealth Management LLC	N/A	—	5,993	-5,993	-100%	$274.5K	—	—	—
Equitable Holdings, Inc.	N/A	—	5,777	-5,777	-100%	$264.6K	—	—	—
MAI Capital Management	N/A	—	5,673	-5,673	-100%	$259.8K	—	—	—
Resolute Wealth Advisor, Inc.	N/A	—	5,623	-5,623	-100%	$254.9K	—	—	—
XTX Topco Ltd	N/A	—	5,614	-5,614	-100%	$257.1K	—	—	—
WealthTrust Axiom LLC	N/A	—	5,500	-5,500	-100%	$251.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	5,079	-5,079	-100%	$232.6K	—	—	—
EP Wealth Advisors, LLC	N/A	—	5,045	-5,045	-100%	$231.1K	—	—	—
Burling Wealth Partners, LLC	N/A	—	4,879	-4,879	-100%	$223.5K	—	—	—
Johnson Investment Counsel Inc	N/A	—	4,849	-4,849	-100%	$222.1K	—	—	—
Qube Research & Technologies Ltd	N/A	—	4,741	-4,741	-100%	$217.1K	—	—	—
Taylor Hoffman Capital Management LLC	N/A	—	4,656	-4,656	-100%	$213.2K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	4,637	-4,637	-100%	$212.4K	—	—	—
GeoWealth Management, LLC	N/A	—	3,913	-3,913	-100%	$179.2K	—	—	—
Blair William & Co	N/A	—	3,804	-3,804	-100%	$174.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,777	-2,777	-100%	$127.2K	—	—	—
Crewe Advisors LLC	N/A	—	2,738	-2,738	-100%	$125.4K	—	—	—
Delta Asset Management LLC	N/A	—	2,600	-2,600	-100%	$119.1K	—	—	—
Brown Brothers Harriman & Co	N/A	—	2,600	-2,600	-100%	$119.1K	—	—	—
Park Place Capital Corp	N/A	—	2,280	-2,280	-100%	$104.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,978	-1,978	-100%	$90.6K	—	—	—
Huntington National Bank	N/A	—	1,688	-1,688	-100%	$77.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	1,675	-1,675	-100%	$76.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,633	-1,633	-100%	$74.5K	—	—	—
Sittner & Nelson, LLC	N/A	—	1,148	-1,148	-100%	$52.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	948	-948	-100%	$43.4K	—	—	—
Founders Financial Alliance, LLC	N/A	—	937	-937	-100%	$42.9K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	732	-732	-100%	$33.5K	—	—	—
Ballast Advisors LLC	N/A	—	647	-647	-100%	$29.6K	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	555	-555	-100%	$25.4K	—	—	—
Caitlin John, LLC	N/A	—	500	-500	-100%	$22.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	439	-439	-100%	$20.1K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	280	-280	-100%	$12.8K	—	—	—
Vanguard Advisers Inc	N/A	—	268	-268	-100%	$12.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	225	-225	-100%	$10.3K	—	—	—
HFM Investment Advisors, LLC	N/A	—	205	-205	-100%	$9.4K	—	—	—
Rothschild Investment LLC	N/A	—	169	-169	-100%	$7.7K	—	—	—
BFC Planning, Inc.	N/A	—	122	-122	-100%	$5.6K	—	—	—
Strive Financial Group,LLC	N/A	—	82	-82	-100%	$3.8K	—	—	—
Delos Wealth Advisors, LLC	N/A	—	81	-81	-100%	$3.7K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	74	-74	-100%	$3.4K	—	—	—
Anchor Investment Management, LLC	N/A	—	69	-69	-100%	$3.2K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	60	-60	-100%	$2.7K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	52	-52	-100%	$2.4K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	40	-40	-100%	$1.8K	—	—	—
IFG Advisory, LLC	N/A	—	30	-30	-100%	$1.4K	—	—	—
Providence Capital Advisors, LLC	N/A	—	29	-29	-100%	$1.3K	—	—	—
Longview Financial Advisors LLC	N/A	—	21	-21	-100%	$962	—	—	—
LRI Investments, LLC	N/A	—	12	-12	-100%	$550	—	—	—
WealthCollab, LLC	N/A	—	2	-2	-100%	$92	—	—	—
Bessemer Group Inc	N/A	—	1	-1	-100%	$0	—	—	—

Showing 369 of 369 institutions