United States Oil Fund LP (USO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Citigroup Inc

DECREASED

Shares222,106 from 311,726

Change-89,620 (-29%)

Value$32.4M (-$828.2K)

Filed 2026-11-04

Simplex Trading, LLC

DECREASED

Shares118,399 from 490,737

Change-372,338 (-76%)

Value$17.2M (-$35.0M)

Filed 2026-11-04

Mirae Asset Securities (USA) Inc.

DECREASED

Shares100,287 from 150,438

Change-50,151 (-33%)

Value$14.6M (-$1.4M)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares73,781 from 69,834

Change+3,947 (+6%)

Value$10.7K (-$7.4M)

Filed 2026-11-02

Verde Servicos Internacionais S.A.

NEW

Shares63,000

Change+63,000

Value$9.2K

Filed 2026-10-26

Franchise GP Ltd

NEW

Shares40,870

Change+40,870

Value$6.0M

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares36,732 from 33,950

Change+2,782 (+8%)

Value$5.4M (+$1.7M)

Filed 2026-11-02

Barclays PLC

DECREASED

Shares34,156 from 92,918

Change-58,762 (-63%)

Value$5.0M (-$4.9M)

Filed 2026-11-06

WealthCare Asset Management, LLC

DECREASED

Shares25,501 from 36,274

Change-10,773 (-30%)

Value$3.7M (-$146.5K)

Filed 2026-10-26

Daiwa Securities Group Inc.

DECREASED

Shares21,300 from 22,800

Change-1,500 (-7%)

Value$3.1M (+$675.7K)

Filed 2026-10-29

Roan Capital Partners

INCREASED

Shares16,844 from 14,486

Change+2,358 (+16%)

Value$2.5M (+$911.6K)

Filed 2026-10-09

FNY Investment Advisers, LLC

NEW

Shares16,487

Change+16,487

Value$2.4K

Filed 2026-10-16

LPL Financial LLC

DECREASED

Shares13,151 from 13,195

Change-44 (0%)

Value$1.9M (+$511.1K)

Filed 2026-11-06

Professional Financial Advisors, LLC

INCREASED

Shares11,692 from 11,069

Change+623 (+6%)

Value$1.7M (+$524.9K)

Filed 2026-10-13

Lido Advisors, LLC

UNCHANGED

Shares11,359 from 11,359

Change0 (0%)

Value$1.7M (+$445.5K)

Filed 2026-11-04

Truist Financial Corp

DECREASED

Shares11,071 from 12,735

Change-1,664 (-13%)

Value$1.6M (+$257.1K)

Filed 2026-10-30

Gruss & Co., LLC

INCREASED

Shares11,000 from 4,000

Change+7,000 (+175%)

Value$1.6M (+$1.2M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares10,352 from 12,664

Change-2,312 (-18%)

Value$1.5M (+$159.9K)

Filed 2026-11-02

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares9,800 from 10,900

Change-1,100 (-10%)

Value$1.4M (+$267.3K)

Filed 2026-11-03

MGO One Seven LLC

DECREASED

Shares9,395 from 9,423

Change-28 (0%)

Value$1.4M (+$365.5K)

Filed 2026-10-28

CenterStar Asset Management, LLC

INCREASED

Shares8,370 from 7,700

Change+670 (+9%)

Value$1.2M (+$398.6K)

Filed 2026-10-09

Roman Butler Fullerton & Co

NEW

Shares7,065

Change+7,065

Value$1.1M

Filed 2026-10-27

MSH Capital Advisors LLC

NEW

Shares7,039

Change+7,039

Value$1.0M

Filed 2026-11-03

Security National Bank

UNCHANGED

Shares5,938 from 5,938

Change0 (0%)

Value$864.9K (+$232.9K)

Filed 2026-10-26

Ignite Planners, LLC

DECREASED

Shares5,828 from 5,918

Change-90 (-2%)

Value$848.9K (+$219.0K)

Filed 2026-10-14

Bison Wealth, LLC

INCREASED

Shares5,809 from 4,769

Change+1,040 (+22%)

Value$877.3K (+$379.7K)

Filed 2026-10-13

Blue Capital, Inc.

DECREASED

Shares5,645 from 14,239

Change-8,594 (-60%)

Value$822.2K (-$693.4K)

Filed 2026-10-13

WealthPlan Investment Management, LLC

UNCHANGED

Shares5,250 from 5,250

Change0 (0%)

Value$764.7K (+$205.9K)

Filed 2026-10-15

Three Seasons Wealth, LLC

INCREASED

Shares5,233 from 5,227

Change+6 (+0%)

Value$762.2K (+$205.9K)

Filed 2026-11-03

Ehrlich Financial Group

DECREASED

Shares4,982 from 6,371

Change-1,389 (-22%)

Value$725.7K (+$47.5K)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

INCREASED

Shares4,506 from 4,159

Change+347 (+8%)

Value$656.3K (+$213.7K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares4,425 from 4,104

Change+321 (+8%)

Value$644.5K (+$207.7K)

Filed 2026-11-02

CoreCap Advisors, LLC

INCREASED

Shares4,271 from 2,544

Change+1,727 (+68%)

Value$622.2K (+$351.5K)

Filed 2026-10-08

HB Wealth Management, LLC

DECREASED

Shares4,189 from 4,194

Change-5 (0%)

Value$610.2K (+$163.8K)

Filed 2026-10-23

Metatron Capital Sicav plc - Metatron Long Term Equity Fund

NEW

Shares4,000

Change+4,000

Value$582.6K

Filed 2026-11-04

Ascentis Independent Advisors

INCREASED

Shares3,991 from 589

Change+3,402 (+578%)

Value$581.3K (+$518.6K)

Filed 2026-11-03

Integrity Advisory Solutions, LLC

NEW

Shares3,891

Change+3,891

Value$566.8K

Filed 2026-10-29

Sunpointe, LLC

NEW

Shares3,267

Change+3,267

Value$475.9K

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares3,173 from 3,928

Change-755 (-19%)

Value$462.2K (+$44.1K)

Filed 2026-10-08

National Wealth Management Group, LLC

INCREASED

Shares3,067 from 2,524

Change+543 (+22%)

Value$446.7K (+$178.1K)

Filed 2026-10-26

Tactive Advisors, LLC

DECREASED

Shares2,979 from 3,312

Change-333 (-10%)

Value$433.9K (+$81.3K)

Filed 2026-10-08

Founders Financial Securities LLC

UNCHANGED

Shares2,606 from 2,606

Change0 (0%)

Value$379.6K (+$102.2K)

Filed 2026-10-28

Clearstead Advisors, LLC

UNCHANGED

Shares2,566 from 2,566

Change0 (0%)

Value$373.8K (+$100.6K)

Filed 2026-11-06

Coldstream Capital Management Inc

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$364.2K (+$98.1K)

Filed 2026-11-09

Wilkerson Advisory Group LLC

DECREASED

Shares2,424 from 2,524

Change-100 (-4%)

Value$353.1K (+$84.4K)

Filed 2026-10-20

Sepio Capital, LP

INCREASED

Shares2,181 from 2,000

Change+181 (+9%)

Value$317.7K (+$104.8K)

Filed 2026-10-22

RFG Advisory, LLC

DECREASED

Shares2,171 from 3,156

Change-985 (-31%)

Value$316.2K (-$19.7K)

Filed 2026-11-03

Finer Wealth Management, Inc.

DECREASED

Shares2,108 from 2,358

Change-250 (-11%)

Value$307.0K (+$56.0K)

Filed 2026-10-16

Elevation Point Wealth Partners, LLC

DECREASED

Shares2,094 from 2,488

Change-394 (-16%)

Value$305.0K (+$40.2K)

Filed 2026-11-05

Pettinga Financial Advisors LLC

NEW

Shares2,005

Change+2,005

Value$292.0K

Filed 2026-10-13

Concurrent Investment Advisors, LLC

NEW

Shares1,938

Change+1,938

Value$282.2K

Filed 2026-10-16

Quent Capital, LLC

INCREASED

Shares1,879 from 1,866

Change+13 (+1%)

Value$278.6K (+$80.0K)

Filed 2026-11-09

Jacobi Capital Management LLC

NEW

Shares1,848

Change+1,848

Value$269.2K

Filed 2026-11-05

Sowell Financial Services LLC

NEW

Shares1,743

Change+1,743

Value$253.8K

Filed 2026-10-23

Triad Wealth Partners, LLC

UNCHANGED

Shares1,650 from 1,650

Change0 (0%)

Value$240.4K (+$38.8K)

Filed 2026-10-26

Tucker Asset Management LLC

NEW

Shares1,627

Change+1,627

Value$237.0K

Filed 2026-10-29

Moors & Cabot, Inc.

NEW

Shares1,525

Change+1,525

Value$222.1K

Filed 2026-11-06

Herold Advisors, Inc.

NEW

Shares1,500

Change+1,500

Value$218.5K

Filed 2026-10-19

Greenfield Seitz Capital Management, LLC

NEW

Shares1,480

Change+1,480

Value$215.6K

Filed 2026-10-29

Cheviot Value Management, LLC

UNCHANGED

Shares1,430 from 1,430

Change0 (0%)

Value$208.3K (+$56.1K)

Filed 2026-11-09

Arlington Trust Co LLC

UNCHANGED

Shares1,356 from 1,356

Change0 (0%)

Value$197.5K (+$53.2K)

Filed 2026-10-20

Main Street Group, LTD

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$189.4K (+$51.0K)

Filed 2026-10-28

US Bancorp \de\

UNCHANGED

Shares1,076 from 1,076

Change0 (0%)

Value$156.7K (+$42.2K)

Filed 2026-11-05

Harbour Investments, Inc.

DECREASED

Shares1,072 from 1,497

Change-425 (-28%)

Value$156.2K (-$3.2K)

Filed 2026-11-09

Fifth Third Bancorp

UNCHANGED

Shares1,028 from 1,028

Change0 (0%)

Value$149.7K (+$40.3K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares806 from 806

Change0 (0%)

Value$85.8K ($0)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

NEW

Shares723

Change+723

Value$106.7K

Filed 2026-10-13

Natixis

DECREASED

Shares665 from 22,665

Change-22,000 (-97%)

Value$96.9K (-$2.3M)

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares618 from 281

Change+337 (+120%)

Value$90.0K (+$60.1K)

Filed 2026-11-05

Signature Equity Partners, LLC

INCREASED

Shares579 from 170

Change+409 (+241%)

Value$84.3K (+$66.2K)

Filed 2026-10-29

Signaturefd, LLC

UNCHANGED

Shares540 from 540

Change0 (0%)

Value$78.7K (+$21.2K)

Filed 2026-10-23

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares437 from 437

Change0 (0%)

Value$63.7K (+$17.1K)

Filed 2026-10-23

Parallel Advisors, LLC

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$54.6K (+$14.7K)

Filed 2026-11-03

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares326 from 326

Change0 (0%)

Value$47.5K (+$12.8K)

Filed 2026-11-02

Cape Investment Advisory, Inc.

UNCHANGED

Shares305 from 305

Change0 (0%)

Value$44.4K (+$12.0K)

Filed 2026-10-13

SJS Investment Consulting Inc.

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$36.4K (+$9.8K)

Filed 2026-10-26

Hager Investment Management Services, LLC

UNCHANGED

Shares244 from 244

Change0 (0%)

Value$35.5K (+$9.6K)

Filed 2026-11-04

IFS Advisors, LLC

UNCHANGED

Shares186 from 186

Change0 (0%)

Value$27.1K (+$7.3K)

Filed 2026-10-14

Nfsg Corp

DECREASED

Shares178 from 403

Change-225 (-56%)

Value$25.9K (-$17.0K)

Filed 2026-10-15

IFG Advisory, LLC

UNCHANGED

Shares162 from 162

Change0 (0%)

Value$23.6K (+$6.4K)

Filed 2026-11-09

Westside Investment Management, Inc.

UNCHANGED

Shares162 from 162

Change0 (0%)

Value$23.6K (+$6.4K)

Filed 2026-11-02

Asset Dedication, LLC

NEW

Shares156

Change+156

Value$22.7K

Filed 2026-11-03

Cedar Mountain Advisors, LLC

INCREASED

Shares135 from 50

Change+85 (+170%)

Value$19.7K (+$14.3K)

Filed 2026-10-15

TD Waterhouse Canada Inc.

DECREASED

Shares131 from 371

Change-240 (-65%)

Value$18.9K (-$18.3K)

Filed 2026-10-16

Blue Trust, Inc.

DECREASED

Shares125 from 150

Change-25 (-17%)

Value$18.2K (+$2.2K)

Filed 2026-10-15

Parkside Financial Bank & Trust

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$18.2K (+$4.9K)

Filed 2026-10-27

Acumen Wealth Advisors, LLC

UNCHANGED

Shares113 from 113

Change0 (0%)

Value$16.5K (+$4.4K)

Filed 2026-11-05

Russell Investments Group, Ltd.

NEW

Shares110

Change+110

Value$16.0K

Filed 2026-11-06

Nova Financial LLC

NEW

Shares100

Change+100

Value$14.6K

Filed 2026-11-04

Country Trust Bank

UNCHANGED

Shares94 from 94

Change0 (0%)

Value$13.7K (+$3.7K)

Filed 2026-10-30

Canton Hathaway, LLC

NEW

Shares68

Change+68

Value$9.9K

Filed 2026-10-23

Geneos Wealth Management Inc.

NEW

Shares68

Change+68

Value$9.9K

Filed 2026-11-09

Archer Investment Corp

INCREASED

Shares62 from 40

Change+22 (+55%)

Value$9.0K (+$4.8K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$7.7K (+$2.1K)

Filed 2026-10-16

GK Wealth Management LLC

NEW

Shares52

Change+52

Value$7.6K

Filed 2026-10-09

Physician Wealth Advisors, Inc.

NEW

Shares50

Change+50

Value$7.3K

Filed 2026-10-20

Mainstream Capital Management LLC

NEW

Shares41

Change+41

Value$6.0K

Filed 2026-10-23

PNC Financial Services Group, Inc.

NEW

Shares32

Change+32

Value$4.7K

Filed 2026-11-06

Sunrise Financial Services, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$3.4K (+$902)

Filed 2026-10-21

Creative Financial Designs Inc

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$2.2K (+$588)

Filed 2026-11-04

Strategic Advocates LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.9K (+$510)

Filed 2026-11-03

West Paces Advisors Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.7K (+$471)

Filed 2026-10-13

Assetmark, Inc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.5K (+$393)

Filed 2026-10-21

SouthState Bank Corp

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$437 (+$117)

Filed 2026-11-09

Compass Financial Management LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$291 (+$78)

Filed 2026-10-30

Fortitude Family Office, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$291 (+$78)

Filed 2026-10-14

Belvedere Trading LLC

CLOSED

Shares0 from 18,829

Change-18,829 (-100%)

Value$0 (-$2.0M)

Filed 2026-11-05

T3 Companies, LLC

CLOSED

Shares0 from 10,209

Change-10,209 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-22

Money Concepts Capital Corp

CLOSED

Shares0 from 9,372

Change-9,372 (-100%)

Value$0 (-$997.6K)

Filed 2026-11-06

Integrated Advisors Network LLC

CLOSED

Shares0 from 3,072

Change-3,072 (-100%)

Value$0 (-$327.0K)

Filed 2026-10-20

PUREfi Wealth, LLC

CLOSED

Shares0 from 2,350

Change-2,350 (-100%)

Value$0 (-$250.1K)

Filed 2026-10-19

StoneX Group Inc.

CLOSED

Shares0 from 2,246

Change-2,246 (-100%)

Value$0 (-$239.3K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,315

Change-1,315 (-100%)

Value$0 (-$135.8K)

Filed 2026-11-02

Gables Capital Management Inc.

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$53.2K)

Filed 2026-11-04

Solstein Capital, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$21.3K)

Filed 2026-11-02

Quaker Wealth Management, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$746)

Filed 2026-10-22

Activest Wealth Management

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-15

Goldman Sachs Group Inc

N/A

Shares— from 6,670,175

Change-6,670,175 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,424,493

Change-3,424,493 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 1,100,000

Change-1,100,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 569,929

Change-569,929 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 550,337

Change-550,337 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 511,482

Change-511,482 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 400,788

Change-400,788 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 388,647

Change-388,647 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 329,759

Change-329,759 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 311,082

Change-311,082 (-100%)

Value—

E Fund Management Co., Ltd.

N/A

Shares— from 152,170

Change-152,170 (-100%)

Value—

Divisadero Street Capital Management, LP

N/A

Shares— from 142,500

Change-142,500 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 99,337

Change-99,337 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 74,260

Change-74,260 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 53,218

Change-53,218 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 48,438

Change-48,438 (-100%)

Value—

Marathon Trading Investment Management LLC

N/A

Shares— from 42,797

Change-42,797 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 39,800

Change-39,800 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 39,084

Change-39,084 (-100%)

Value—

Irenic Capital Management LPA

N/A

Shares— from 38,500

Change-38,500 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 35,068

Change-35,068 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 34,912

Change-34,912 (-100%)

Value—

Exit Wealth Advisors, Llc.

N/A

Shares— from 23,587

Change-23,587 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 17,824

Change-17,824 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 16,082

Change-16,082 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 13,633

Change-13,633 (-100%)

Value—

SIG Brokerage, LP

N/A

Shares— from 13,351

Change-13,351 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 13,100

Change-13,100 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 12,105

Change-12,105 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,167

Change-11,167 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 10,722

Change-10,722 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 9,411

Change-9,411 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,950

Change-8,950 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 8,651

Change-8,651 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 7,670

Change-7,670 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 7,655

Change-7,655 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 7,332

Change-7,332 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 7,044

Change-7,044 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,850

Change-5,850 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 5,294

Change-5,294 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 5,255

Change-5,255 (-100%)

Value—

Anther Capital Ltd

N/A

Shares— from 4,350

Change-4,350 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 4,031

Change-4,031 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 3,962

Change-3,962 (-100%)

Value—

Scientech Research LLC

N/A

Shares— from 3,954

Change-3,954 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 3,892

Change-3,892 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,852

Change-3,852 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 3,755

Change-3,755 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,655

Change-3,655 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 3,493

Change-3,493 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,365

Change-3,365 (-100%)

Value—

Blair William & Co

N/A

Shares— from 3,361

Change-3,361 (-100%)

Value—

Bulltick Wealth Management, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Daiichi Life International Holdings LLC

N/A

Shares— from 2,794

Change-2,794 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Commerce Bank

N/A

Shares— from 2,435

Change-2,435 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,429

Change-2,429 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 2,275

Change-2,275 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 2,077

Change-2,077 (-100%)

Value—

Second Half Financial Partners, LLC

N/A

Shares— from 2,061

Change-2,061 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 1,798

Change-1,798 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,734

Change-1,734 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 1,528

Change-1,528 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 1,473

Change-1,473 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,307

Change-1,307 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 487

Change-487 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 477

Change-477 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 434

Change-434 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 357

Change-357 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 300

Change-300 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 193

Change-193 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 132

Change-132 (-100%)

Value—

Timbuktu Capital Management, LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 100

Change-100 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 100

Change-100 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 53

Change-53 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 21

Change-21 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Citigroup Inc	DECREASED	222,106	311,726	-89,620	-29%	$33.2M	$32.4M	-$828.2K	2026-11-04
Simplex Trading, LLC	DECREASED	118,399	490,737	-372,338	-76%	$52.2M	$17.2M	-$35.0M	2026-11-04
Mirae Asset Securities (USA) Inc.	DECREASED	100,287	150,438	-50,151	-33%	$16.0M	$14.6M	-$1.4M	2026-10-15
Cambridge Investment Research Advisors, Inc.	INCREASED	73,781	69,834	+3,947	+6%	$7.4M	$10.7K	-$7.4M	2026-11-02
Verde Servicos Internacionais S.A.	NEW	63,000	—	+63,000	—	—	$9.2K	—	2026-10-26
Franchise GP Ltd	NEW	40,870	—	+40,870	—	—	$6.0M	—	2026-10-16
Kestra Advisory Services, LLC	INCREASED	36,732	33,950	+2,782	+8%	$3.6M	$5.4M	+$1.7M	2026-11-02
Barclays PLC	DECREASED	34,156	92,918	-58,762	-63%	$9.9M	$5.0M	-$4.9M	2026-11-06
WealthCare Asset Management, LLC	DECREASED	25,501	36,274	-10,773	-30%	$3.9M	$3.7M	-$146.5K	2026-10-26
Daiwa Securities Group Inc.	DECREASED	21,300	22,800	-1,500	-7%	$2.4M	$3.1M	+$675.7K	2026-10-29
Roan Capital Partners	INCREASED	16,844	14,486	+2,358	+16%	$1.5M	$2.5M	+$911.6K	2026-10-09
FNY Investment Advisers, LLC	NEW	16,487	—	+16,487	—	—	$2.4K	—	2026-10-16
LPL Financial LLC	DECREASED	13,151	13,195	-44	0%	$1.4M	$1.9M	+$511.1K	2026-11-06
Professional Financial Advisors, LLC	INCREASED	11,692	11,069	+623	+6%	$1.2M	$1.7M	+$524.9K	2026-10-13
Lido Advisors, LLC	UNCHANGED	11,359	11,359	0	0%	$1.2M	$1.7M	+$445.5K	2026-11-04
Truist Financial Corp	DECREASED	11,071	12,735	-1,664	-13%	$1.4M	$1.6M	+$257.1K	2026-10-30
Gruss & Co., LLC	INCREASED	11,000	4,000	+7,000	+175%	$425.8K	$1.6M	+$1.2M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	10,352	12,664	-2,312	-18%	$1.3M	$1.5M	+$159.9K	2026-11-02
Mirae Asset Global Investments Co., Ltd.	DECREASED	9,800	10,900	-1,100	-10%	$1.2M	$1.4M	+$267.3K	2026-11-03
MGO One Seven LLC	DECREASED	9,395	9,423	-28	0%	$1.0M	$1.4M	+$365.5K	2026-10-28
CenterStar Asset Management, LLC	INCREASED	8,370	7,700	+670	+9%	$819.7K	$1.2M	+$398.6K	2026-10-09
Roman Butler Fullerton & Co	NEW	7,065	—	+7,065	—	—	$1.1M	—	2026-10-27
MSH Capital Advisors LLC	NEW	7,039	—	+7,039	—	—	$1.0M	—	2026-11-03
Security National Bank	UNCHANGED	5,938	5,938	0	0%	$632.0K	$864.9K	+$232.9K	2026-10-26
Ignite Planners, LLC	DECREASED	5,828	5,918	-90	-2%	$629.9K	$848.9K	+$219.0K	2026-10-14
Bison Wealth, LLC	INCREASED	5,809	4,769	+1,040	+22%	$497.6K	$877.3K	+$379.7K	2026-10-13
Blue Capital, Inc.	DECREASED	5,645	14,239	-8,594	-60%	$1.5M	$822.2K	-$693.4K	2026-10-13
WealthPlan Investment Management, LLC	UNCHANGED	5,250	5,250	0	0%	$558.8K	$764.7K	+$205.9K	2026-10-15
Three Seasons Wealth, LLC	INCREASED	5,233	5,227	+6	+0%	$556.4K	$762.2K	+$205.9K	2026-11-03
Ehrlich Financial Group	DECREASED	4,982	6,371	-1,389	-22%	$678.1K	$725.7K	+$47.5K	2026-10-20
EverSource Wealth Advisors, LLC	INCREASED	4,506	4,159	+347	+8%	$442.7K	$656.3K	+$213.7K	2026-11-04
Creative Planning	INCREASED	4,425	4,104	+321	+8%	$436.8K	$644.5K	+$207.7K	2026-11-02
CoreCap Advisors, LLC	INCREASED	4,271	2,544	+1,727	+68%	$270.8K	$622.2K	+$351.5K	2026-10-08
HB Wealth Management, LLC	DECREASED	4,189	4,194	-5	0%	$446.4K	$610.2K	+$163.8K	2026-10-23
Metatron Capital Sicav plc - Metatron Long Term Equity Fund	NEW	4,000	—	+4,000	—	—	$582.6K	—	2026-11-04
Ascentis Independent Advisors	INCREASED	3,991	589	+3,402	+578%	$62.7K	$581.3K	+$518.6K	2026-11-03
Integrity Advisory Solutions, LLC	NEW	3,891	—	+3,891	—	—	$566.8K	—	2026-10-29
Sunpointe, LLC	NEW	3,267	—	+3,267	—	—	$475.9K	—	2026-10-22
Farther Finance Advisors, LLC	DECREASED	3,173	3,928	-755	-19%	$418.1K	$462.2K	+$44.1K	2026-10-08
National Wealth Management Group, LLC	INCREASED	3,067	2,524	+543	+22%	$268.7K	$446.7K	+$178.1K	2026-10-26
Tactive Advisors, LLC	DECREASED	2,979	3,312	-333	-10%	$352.5K	$433.9K	+$81.3K	2026-10-08
Founders Financial Securities LLC	UNCHANGED	2,606	2,606	0	0%	$277.4K	$379.6K	+$102.2K	2026-10-28
Clearstead Advisors, LLC	UNCHANGED	2,566	2,566	0	0%	$273.1K	$373.8K	+$100.6K	2026-11-06
Coldstream Capital Management Inc	UNCHANGED	2,500	2,500	0	0%	$266.1K	$364.2K	+$98.1K	2026-11-09
Wilkerson Advisory Group LLC	DECREASED	2,424	2,524	-100	-4%	$268.7K	$353.1K	+$84.4K	2026-10-20
Sepio Capital, LP	INCREASED	2,181	2,000	+181	+9%	$212.9K	$317.7K	+$104.8K	2026-10-22
RFG Advisory, LLC	DECREASED	2,171	3,156	-985	-31%	$335.9K	$316.2K	-$19.7K	2026-11-03
Finer Wealth Management, Inc.	DECREASED	2,108	2,358	-250	-11%	$251.0K	$307.0K	+$56.0K	2026-10-16
Elevation Point Wealth Partners, LLC	DECREASED	2,094	2,488	-394	-16%	$264.8K	$305.0K	+$40.2K	2026-11-05
Pettinga Financial Advisors LLC	NEW	2,005	—	+2,005	—	—	$292.0K	—	2026-10-13
Concurrent Investment Advisors, LLC	NEW	1,938	—	+1,938	—	—	$282.2K	—	2026-10-16
Quent Capital, LLC	INCREASED	1,879	1,866	+13	+1%	$198.6K	$278.6K	+$80.0K	2026-11-09
Jacobi Capital Management LLC	NEW	1,848	—	+1,848	—	—	$269.2K	—	2026-11-05
Sowell Financial Services LLC	NEW	1,743	—	+1,743	—	—	$253.8K	—	2026-10-23
Triad Wealth Partners, LLC	UNCHANGED	1,650	1,650	0	0%	$201.5K	$240.4K	+$38.8K	2026-10-26
Tucker Asset Management LLC	NEW	1,627	—	+1,627	—	—	$237.0K	—	2026-10-29
Moors & Cabot, Inc.	NEW	1,525	—	+1,525	—	—	$222.1K	—	2026-11-06
Herold Advisors, Inc.	NEW	1,500	—	+1,500	—	—	$218.5K	—	2026-10-19
Greenfield Seitz Capital Management, LLC	NEW	1,480	—	+1,480	—	—	$215.6K	—	2026-10-29
Cheviot Value Management, LLC	UNCHANGED	1,430	1,430	0	0%	$152.2K	$208.3K	+$56.1K	2026-11-09
Arlington Trust Co LLC	UNCHANGED	1,356	1,356	0	0%	$144.3K	$197.5K	+$53.2K	2026-10-20
Main Street Group, LTD	UNCHANGED	1,300	1,300	0	0%	$138.4K	$189.4K	+$51.0K	2026-10-28
US Bancorp \de\	UNCHANGED	1,076	1,076	0	0%	$114.5K	$156.7K	+$42.2K	2026-11-05
Harbour Investments, Inc.	DECREASED	1,072	1,497	-425	-28%	$159.4K	$156.2K	-$3.2K	2026-11-09
Fifth Third Bancorp	UNCHANGED	1,028	1,028	0	0%	$109.4K	$149.7K	+$40.3K	2026-11-05
Allworth Financial LP	UNCHANGED	806	806	0	0%	$85.8K	$85.8K	$0	2026-11-06
Wealth Enhancement Advisory Services, LLC	NEW	723	—	+723	—	—	$106.7K	—	2026-10-13
Natixis	DECREASED	665	22,665	-22,000	-97%	$2.4M	$96.9K	-$2.3M	2026-11-06
Larson Financial Group LLC	INCREASED	618	281	+337	+120%	$29.9K	$90.0K	+$60.1K	2026-11-05
Signature Equity Partners, LLC	INCREASED	579	170	+409	+241%	$18.1K	$84.3K	+$66.2K	2026-10-29
Signaturefd, LLC	UNCHANGED	540	540	0	0%	$57.5K	$78.7K	+$21.2K	2026-10-23
Wilmington Savings Fund Society, FSB	UNCHANGED	437	437	0	0%	$46.5K	$63.7K	+$17.1K	2026-10-23
Parallel Advisors, LLC	UNCHANGED	375	375	0	0%	$39.9K	$54.6K	+$14.7K	2026-11-03
Murphy & Mullick Capital Management Corp	UNCHANGED	326	326	0	0%	$34.7K	$47.5K	+$12.8K	2026-11-02
Cape Investment Advisory, Inc.	UNCHANGED	305	305	0	0%	$32.5K	$44.4K	+$12.0K	2026-10-13
SJS Investment Consulting Inc.	UNCHANGED	250	250	0	0%	$26.6K	$36.4K	+$9.8K	2026-10-26
Hager Investment Management Services, LLC	UNCHANGED	244	244	0	0%	$26.0K	$35.5K	+$9.6K	2026-11-04
IFS Advisors, LLC	UNCHANGED	186	186	0	0%	$19.8K	$27.1K	+$7.3K	2026-10-14
Nfsg Corp	DECREASED	178	403	-225	-56%	$42.9K	$25.9K	-$17.0K	2026-10-15
IFG Advisory, LLC	UNCHANGED	162	162	0	0%	$17.2K	$23.6K	+$6.4K	2026-11-09
Westside Investment Management, Inc.	UNCHANGED	162	162	0	0%	$17.2K	$23.6K	+$6.4K	2026-11-02
Asset Dedication, LLC	NEW	156	—	+156	—	—	$22.7K	—	2026-11-03
Cedar Mountain Advisors, LLC	INCREASED	135	50	+85	+170%	$5.3K	$19.7K	+$14.3K	2026-10-15
TD Waterhouse Canada Inc.	DECREASED	131	371	-240	-65%	$37.3K	$18.9K	-$18.3K	2026-10-16
Blue Trust, Inc.	DECREASED	125	150	-25	-17%	$16.0K	$18.2K	+$2.2K	2026-10-15
Parkside Financial Bank & Trust	UNCHANGED	125	125	0	0%	$13.3K	$18.2K	+$4.9K	2026-10-27
Acumen Wealth Advisors, LLC	UNCHANGED	113	113	0	0%	$12.0K	$16.5K	+$4.4K	2026-11-05
Russell Investments Group, Ltd.	NEW	110	—	+110	—	—	$16.0K	—	2026-11-06
Nova Financial LLC	NEW	100	—	+100	—	—	$14.6K	—	2026-11-04
Country Trust Bank	UNCHANGED	94	94	0	0%	$10.0K	$13.7K	+$3.7K	2026-10-30
Canton Hathaway, LLC	NEW	68	—	+68	—	—	$9.9K	—	2026-10-23
Geneos Wealth Management Inc.	NEW	68	—	+68	—	—	$9.9K	—	2026-11-09
Archer Investment Corp	INCREASED	62	40	+22	+55%	$4.3K	$9.0K	+$4.8K	2026-11-05
IFP Advisors, Inc	UNCHANGED	53	53	0	0%	$5.6K	$7.7K	+$2.1K	2026-10-16
GK Wealth Management LLC	NEW	52	—	+52	—	—	$7.6K	—	2026-10-09
Physician Wealth Advisors, Inc.	NEW	50	—	+50	—	—	$7.3K	—	2026-10-20
Mainstream Capital Management LLC	NEW	41	—	+41	—	—	$6.0K	—	2026-10-23
PNC Financial Services Group, Inc.	NEW	32	—	+32	—	—	$4.7K	—	2026-11-06
Sunrise Financial Services, LLC	UNCHANGED	23	23	0	0%	$2.4K	$3.4K	+$902	2026-10-21
Creative Financial Designs Inc	UNCHANGED	15	15	0	0%	$1.6K	$2.2K	+$588	2026-11-04
Strategic Advocates LLC	UNCHANGED	13	13	0	0%	$1.4K	$1.9K	+$510	2026-11-03
West Paces Advisors Inc.	UNCHANGED	12	12	0	0%	$1.3K	$1.7K	+$471	2026-10-13
Assetmark, Inc	UNCHANGED	10	10	0	0%	$1.1K	$1.5K	+$393	2026-10-21
SouthState Bank Corp	UNCHANGED	3	3	0	0%	$320	$437	+$117	2026-11-09
Compass Financial Management LLC	UNCHANGED	2	2	0	0%	$213	$291	+$78	2026-10-30
Fortitude Family Office, LLC	UNCHANGED	2	2	0	0%	$213	$291	+$78	2026-10-14
Belvedere Trading LLC	CLOSED	0	18,829	-18,829	-100%	$2.0M	$0	-$2.0M	2026-11-05
T3 Companies, LLC	CLOSED	0	10,209	-10,209	-100%	$1.1M	$0	-$1.1M	2026-10-22
Money Concepts Capital Corp	CLOSED	0	9,372	-9,372	-100%	$997.6K	$0	-$997.6K	2026-11-06
Integrated Advisors Network LLC	CLOSED	0	3,072	-3,072	-100%	$327.0K	$0	-$327.0K	2026-10-20
PUREfi Wealth, LLC	CLOSED	0	2,350	-2,350	-100%	$250.1K	$0	-$250.1K	2026-10-19
StoneX Group Inc.	CLOSED	0	2,246	-2,246	-100%	$239.3K	$0	-$239.3K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	1,315	-1,315	-100%	$135.8K	$0	-$135.8K	2026-11-02
Gables Capital Management Inc.	CLOSED	0	500	-500	-100%	$53.2K	$0	-$53.2K	2026-11-04
Solstein Capital, LLC	CLOSED	0	200	-200	-100%	$21.3K	$0	-$21.3K	2026-11-02
Quaker Wealth Management, LLC	CLOSED	0	7	-7	-100%	$746	$0	-$746	2026-10-22
Activest Wealth Management	CLOSED	0	0	0	—	$0	$0	$0	2026-10-15
Goldman Sachs Group Inc	N/A	—	6,670,175	-6,670,175	-100%	$710.0M	—	—	—
Morgan Stanley	N/A	—	3,424,493	-3,424,493	-100%	$364.5M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	1,100,000	-1,100,000	-100%	$117.1M	—	—	—
UBS Group AG	N/A	—	569,929	-569,929	-100%	$60.7M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	550,337	-550,337	-100%	$58.6M	—	—	—
HRT Financial LP	N/A	—	511,482	-511,482	-100%	$54.4M	—	—	—
CIBC World Market Inc.	N/A	—	400,788	-400,788	-100%	$42.7M	—	—	—
Bank of America Corp	N/A	—	388,647	-388,647	-100%	$41.4M	—	—	—
Quadrature Capital Ltd	N/A	—	329,759	-329,759	-100%	$35.1M	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	311,082	-311,082	-100%	$33.1M	—	—	—
E Fund Management Co., Ltd.	N/A	—	152,170	-152,170	-100%	$16.2M	—	—	—
Divisadero Street Capital Management, LP	N/A	—	142,500	-142,500	-100%	$15.2M	—	—	—
Jane Street Group, LLC	N/A	—	99,337	-99,337	-100%	$10.6M	—	—	—
Cetera Investment Advisers	N/A	—	74,260	-74,260	-100%	$7.9M	—	—	—
Group One Trading LLC	N/A	—	53,218	-53,218	-100%	$5.7M	—	—	—
Royal Bank of Canada	N/A	—	48,438	-48,438	-100%	$5.2M	—	—	—
Marathon Trading Investment Management LLC	N/A	—	42,797	-42,797	-100%	$4.6M	—	—	—
Centiva Capital, LP	N/A	—	39,800	-39,800	-100%	$4.2M	—	—	—
Victory Capital Management Inc	N/A	—	39,084	-39,084	-100%	$4.2M	—	—	—
Irenic Capital Management LPA	N/A	—	38,500	-38,500	-100%	$4.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	35,068	-35,068	-100%	$3.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	34,912	-34,912	-100%	$3.7M	—	—	—
Exit Wealth Advisors, Llc.	N/A	—	23,587	-23,587	-100%	$2.5M	—	—	—
Marex Group Ltd	N/A	—	17,824	-17,824	-100%	$1.9M	—	—	—
Northern Trust Corp	N/A	—	16,082	-16,082	-100%	$1.7M	—	—	—
Peak6 LLC	N/A	—	13,633	-13,633	-100%	$1.5M	—	—	—
SIG Brokerage, LP	N/A	—	13,351	-13,351	-100%	$1.4M	—	—	—
Polymer Capital Management (US) LLC	N/A	—	13,100	-13,100	-100%	$1.4M	—	—	—
Millennium Management LLC	N/A	—	12,105	-12,105	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	11,167	-11,167	-100%	$1.2M	—	—	—
Waverly Advisors, LLC	N/A	—	10,722	-10,722	-100%	$1.1M	—	—	—
Empowered Funds, LLC	N/A	—	9,411	-9,411	-100%	$1.0M	—	—	—
Mariner, LLC	N/A	—	8,950	-8,950	-100%	$952.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	8,651	-8,651	-100%	$920.8K	—	—	—
MML Investors Services, LLC	N/A	—	7,670	-7,670	-100%	$816.4K	—	—	—
Keel Point, LLC	N/A	—	7,655	-7,655	-100%	$814.8K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	7,332	-7,332	-100%	$780.4K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	7,044	-7,044	-100%	$749.8K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	7,000	-7,000	-100%	$745.1K	—	—	—
HighTower Advisors, LLC	N/A	—	5,850	-5,850	-100%	$622.6K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	5,294	-5,294	-100%	$563.5K	—	—	—
Wells Fargo & Company	N/A	—	5,255	-5,255	-100%	$559.3K	—	—	—
Anther Capital Ltd	N/A	—	4,350	-4,350	-100%	$463.0K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	4,031	-4,031	-100%	$429.1K	—	—	—
Scotia Capital Inc.	N/A	—	3,962	-3,962	-100%	$421.7K	—	—	—
Scientech Research LLC	N/A	—	3,954	-3,954	-100%	$420.9K	—	—	—
SG Americas Securities, LLC	N/A	—	3,892	-3,892	-100%	$414.0K	—	—	—
Citadel Advisors LLC	N/A	—	3,852	-3,852	-100%	$410.0K	—	—	—
Arkadios Wealth Advisors	N/A	—	3,755	-3,755	-100%	$399.7K	—	—	—
JPMorgan Chase & Co	N/A	—	3,655	-3,655	-100%	$391.4K	—	—	—
Lazard Asset Management LLC	N/A	—	3,493	-3,493	-100%	$371.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,365	-3,365	-100%	$358.1K	—	—	—
Blair William & Co	N/A	—	3,361	-3,361	-100%	$357.7K	—	—	—
Bulltick Wealth Management, LLC	N/A	—	3,000	-3,000	-100%	$319.3K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	3,000	-3,000	-100%	$319.3K	—	—	—
Daiichi Life International Holdings LLC	N/A	—	2,794	-2,794	-100%	$297.4K	—	—	—
Keebeck Wealth Management	N/A	—	2,500	-2,500	-100%	$266.1K	—	—	—
Commerce Bank	N/A	—	2,435	-2,435	-100%	$259.2K	—	—	—
Arax Advisory Partners	N/A	—	2,429	-2,429	-100%	$258.5K	—	—	—
Focus Partners Wealth	N/A	—	2,275	-2,275	-100%	$242.2K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	2,077	-2,077	-100%	$221.1K	—	—	—
Second Half Financial Partners, LLC	N/A	—	2,061	-2,061	-100%	$219.4K	—	—	—
Advisory Services Network, LLC	N/A	—	1,798	-1,798	-100%	$191.4K	—	—	—
Cerity Partners LLC	N/A	—	1,734	-1,734	-100%	$184.6K	—	—	—
MAI Capital Management	N/A	—	1,528	-1,528	-100%	$162.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	1,473	-1,473	-100%	$156.8K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,307	-1,307	-100%	$139.1K	—	—	—
WealthCollab, LLC	N/A	—	487	-487	-100%	$51.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	477	-477	-100%	$50.8K	—	—	—
BFC Planning, Inc.	N/A	—	434	-434	-100%	$46.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	357	-357	-100%	$38.0K	—	—	—
ST Germain D J Co Inc	N/A	—	300	-300	-100%	$31.9K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	250	-250	-100%	$26.6K	—	—	—
National Bank of Canada	N/A	—	193	-193	-100%	$19.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	132	-132	-100%	$14.1K	—	—	—
Timbuktu Capital Management, LLC	N/A	—	125	-125	-100%	$13.3K	—	—	—
Huntington National Bank	N/A	—	100	-100	-100%	$10.6K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	100	-100	-100%	$10.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	53	-53	-100%	$5.6K	—	—	—
Rothschild Investment LLC	N/A	—	37	-37	-100%	$3.9K	—	—	—
Continuum Advisory, LLC	N/A	—	36	-36	-100%	$3.8K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	21	-21	-100%	$2.2K	—	—	—
Caitlin John, LLC	N/A	—	6	-6	-100%	$639	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	2	-2	-100%	$213	—	—	—

Showing 201 of 201 institutions