Vaneck Real Assets ETF (RAAX)

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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Assetmark, Inc

INCREASED

Shares928,407 from 563,664

Change+364,743 (+65%)

Value$37.0M (+$14.6M)

Filed 2026-10-21

Beam Wealth Advisors, Inc.

INCREASED

Shares724,423 from 717,249

Change+7,174 (+1%)

Value$28.9M (+$400.5K)

Filed 2026-11-03

New England Private Wealth Advisors LLC

INCREASED

Shares692,344 from 604,674

Change+87,670 (+15%)

Value$27.6M (+$3.3M)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares676,731 from 457,656

Change+219,075 (+48%)

Value$27.0M (+$8.8M)

Filed 2026-11-02

Beaumont Financial Advisors, LLC

DECREASED

Shares342,327 from 352,968

Change-10,641 (-3%)

Value$13.6M (-$367.4K)

Filed 2026-10-22

Bayshore Capital Advisors, LLC

DECREASED

Shares309,203 from 323,122

Change-13,919 (-4%)

Value$12.3M (-$502.7K)

Filed 2026-11-02

Ferguson Shapiro LLC

INCREASED

Shares272,877 from 205,545

Change+67,332 (+33%)

Value$10.9M (+$2.7M)

Filed 2026-10-16

Wilmington Savings Fund Society, FSB

DECREASED

Shares270,447 from 274,516

Change-4,069 (-1%)

Value$10.8M (-$118.1K)

Filed 2026-10-23

MinichMacGregor Wealth Management, LLC

INCREASED

Shares269,560 from 265,617

Change+3,943 (+1%)

Value$10.7M (+$199.5K)

Filed 2026-10-14

ERn Financial, LLC

INCREASED

Shares226,965 from 218,783

Change+8,182 (+4%)

Value$9.0M (+$360.9K)

Filed 2026-10-28

Encompass More Asset Management

NEW

Shares195,737

Change+195,737

Value$7.8M

Filed 2026-10-16

Norden Group LLC

INCREASED

Shares183,067 from 95,114

Change+87,953 (+92%)

Value$7.3M (+$3.5M)

Filed 2026-10-20

Kestra Advisory Services, LLC

INCREASED

Shares180,318 from 45,671

Change+134,647 (+295%)

Value$7.2M (+$5.4M)

Filed 2026-11-02

Bryn Mawr Trust Advisors, LLC

INCREASED

Shares180,198 from 148,441

Change+31,757 (+21%)

Value$7.2M (+$1.3M)

Filed 2026-11-04

Riversedge Advisors, LLC

INCREASED

Shares167,730 from 158,232

Change+9,498 (+6%)

Value$6.7M (+$403.6K)

Filed 2026-10-09

Snider Financial Group

INCREASED

Shares144,328 from 138,891

Change+5,437 (+4%)

Value$5.7M (+$238.8K)

Filed 2026-10-16

Beacon Bank & Trust

INCREASED

Shares135,214 from 127,182

Change+8,032 (+6%)

Value$5.4M (+$340.3K)

Filed 2026-10-27

Sound Portfolio Advisors, LLC

INCREASED

Shares132,160 from 92,438

Change+39,722 (+43%)

Value$5.3M (+$1.6M)

Filed 2026-11-05

Magnus Financial Group LLC

INCREASED

Shares119,825 from 98,355

Change+21,470 (+22%)

Value$4.8M (+$870.9K)

Filed 2026-10-21

Visionary Wealth Advisors

DECREASED

Shares110,758 from 175,740

Change-64,982 (-37%)

Value$4.4M (-$2.6M)

Filed 2026-11-04

Accurate Wealth Management, LLC

INCREASED

Shares94,090 from 82,201

Change+11,889 (+14%)

Value$3.8M (+$599.1K)

Filed 2026-10-20

Sunrise Financial Services, LLC

INCREASED

Shares93,486 from 82,363

Change+11,123 (+14%)

Value$3.7M (+$456.2K)

Filed 2026-10-21

Avalon Capital Management

DECREASED

Shares91,381 from 92,066

Change-685 (-1%)

Value$3.6M (-$12.6K)

Filed 2026-11-04

Principle Wealth Partners LLC

INCREASED

Shares90,667 from 83,963

Change+6,704 (+8%)

Value$3.6M (+$280.5K)

Filed 2026-11-02

Aureum Wealth Management, LLC

NEW

Shares86,401

Change+86,401

Value$3.4M

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares84,164 from 54,217

Change+29,947 (+55%)

Value$3.4K (-$2.1M)

Filed 2026-11-02

First Hawaiian Bank

NEW

Shares77,992

Change+77,992

Value$3.1M

Filed 2026-10-14

Castleview Partners, LLC

INCREASED

Shares75,106 from 56,092

Change+19,014 (+34%)

Value$3.0M (+$766.3K)

Filed 2026-10-09

HUB Investment Partners, LLC

INCREASED

Shares71,011 from 70,901

Change+110 (+0%)

Value$2.8M (+$15.7K)

Filed 2026-11-03

WealthPlan Investment Management, LLC

DECREASED

Shares68,394 from 74,149

Change-5,755 (-8%)

Value$2.7M (-$217.4K)

Filed 2026-10-15

Archford Capital Strategies, LLC

INCREASED

Shares67,332 from 64,908

Change+2,424 (+4%)

Value$2.7M (+$106.9K)

Filed 2026-10-19

Prevail Innovative Wealth Advisors, LLC

INCREASED

Shares63,225 from 52,375

Change+10,850 (+21%)

Value$2.5M (+$469.6K)

Filed 2026-10-20

Flynn Zito Capital Management, LLC

INCREASED

Shares56,593 from 54,851

Change+1,742 (+3%)

Value$2.3M (+$78.2K)

Filed 2026-11-04

D.A. Davidson & Co.

INCREASED

Shares49,562 from 36,612

Change+12,950 (+35%)

Value$2.0M (+$521.7K)

Filed 2026-10-28

Wealthcare Advisory Partners LLC

INCREASED

Shares48,681 from 47,537

Change+1,144 (+2%)

Value$1.9M (+$53.2K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares48,616 from 64,640

Change-16,024 (-25%)

Value$2.0M (-$582.9K)

Filed 2026-10-13

Optima Capital LLC

DECREASED

Shares44,906 from 46,778

Change-1,872 (-4%)

Value$1.8M (-$67.1K)

Filed 2026-10-29

Cornerstone Wealth Management, LLC

INCREASED

Shares44,818 from 44,044

Change+774 (+2%)

Value$1.8M (+$37.9K)

Filed 2026-11-04

Boyce & Associates Wealth Consulting, Inc.

NEW

Shares40,254

Change+40,254

Value$1.6M

Filed 2026-10-14

Entrewealth, LLC

INCREASED

Shares39,266 from 36,966

Change+2,300 (+6%)

Value$1.6M (+$78.7K)

Filed 2026-10-14

Cascade Investment Group, Inc.

INCREASED

Shares38,831 from 36,709

Change+2,122 (+6%)

Value$1.5M (+$90.4K)

Filed 2026-10-13

Tucker Asset Management LLC

INCREASED

Shares36,259 from 14,300

Change+21,959 (+154%)

Value$1.4M (+$876.9K)

Filed 2026-10-29

Visionary Horizons, LLC

DECREASED

Shares32,941 from 34,548

Change-1,607 (-5%)

Value$1.3M (-$58.5K)

Filed 2026-10-22

Global Assets Advisory, LLC

INCREASED

Shares29,435 from 28,416

Change+1,019 (+4%)

Value$1.2M (+$72.6K)

Filed 2026-10-28

Rede Wealth, LLC

INCREASED

Shares28,420 from 24,029

Change+4,391 (+18%)

Value$1.1M (+$178.7K)

Filed 2026-10-22

Echo45 Advisors LLC

INCREASED

Shares27,754 from 26,359

Change+1,395 (+5%)

Value$1.1M (+$59.8K)

Filed 2026-10-07

Tassel Capital Management, Inc.

DECREASED

Shares27,546 from 27,620

Change-74 (0%)

Value$1.1M (+$1.5K)

Filed 2026-10-20

Financial Partners Group, Inc

INCREASED

Shares27,528 from 22,120

Change+5,408 (+24%)

Value$1.1M (+$218.9K)

Filed 2026-10-19

Capital Investment Advisors, LLC

INCREASED

Shares27,083 from 21,828

Change+5,255 (+24%)

Value$1.1M (+$212.8K)

Filed 2026-10-22

Oppenheimer & Co Inc

INCREASED

Shares25,341 from 10,219

Change+15,122 (+148%)

Value$1.0M (+$603.9K)

Filed 2026-10-26

Sovran Advisors, LLC

NEW

Shares23,808

Change+23,808

Value$958.5K

Filed 2026-11-02

Global Wealth Management Investment Advisory, Inc.

INCREASED

Shares23,705 from 22,531

Change+1,174 (+5%)

Value$944.2K (+$50.4K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares23,202

Change+23,202

Value$924.1K

Filed 2026-10-21

Atria Investments, Inc

INCREASED

Shares22,941 from 22,280

Change+661 (+3%)

Value$913.7K (+$29.9K)

Filed 2026-10-15

Mascagni Wealth Management, Inc.

INCREASED

Shares22,283 from 20,744

Change+1,539 (+7%)

Value$887.5K (+$64.6K)

Filed 2026-10-23

Ascentis Independent Advisors

NEW

Shares20,637

Change+20,637

Value$822.0K

Filed 2026-11-03

True Private Wealth Advisors

INCREASED

Shares20,300 from 18,877

Change+1,423 (+8%)

Value$808.6K (+$59.7K)

Filed 2026-10-19

Virtue Capital Management, LLC

NEW

Shares20,022

Change+20,022

Value$797.5K

Filed 2026-10-29

Wespac Advisors, LLC

INCREASED

Shares19,164 from 18,160

Change+1,004 (+6%)

Value$763.3K (+$42.9K)

Filed 2026-10-26

Center For Asset Management LLC

NEW

Shares18,971

Change+18,971

Value$755.6K

Filed 2026-10-16

Cliftonlarsonallen Wealth Advisors, LLC

NEW

Shares18,836

Change+18,836

Value$750.2K

Filed 2026-10-14

Brookstone Capital Management

INCREASED

Shares18,240 from 17,645

Change+595 (+3%)

Value$726.5K (+$26.5K)

Filed 2026-10-22

Sowell Financial Services LLC

NEW

Shares15,670

Change+15,670

Value$624.1K

Filed 2026-10-23

Diversified Enterprises, LLC

UNCHANGED

Shares14,389 from 14,389

Change0 (0%)

Value$573.1K (+$2.3K)

Filed 2026-10-19

Kraematon Investment Advisors, Inc

INCREASED

Shares13,341 from 11,741

Change+1,600 (+14%)

Value$531.4K (+$65.6K)

Filed 2026-11-02

Independent Financial Group, LLC

UNCHANGED

Shares12,626 from 12,626

Change0 (0%)

Value$502.9K (+$2.0K)

Filed 2026-10-13

Citizens Financial Group Inc

NEW

Shares12,250

Change+12,250

Value$487.9K

Filed 2026-10-23

Sentinel Pension Advisors, LLC

DECREASED

Shares11,295 from 11,307

Change-12 (0%)

Value$449.9K (+$5.2K)

Filed 2026-11-02

Partners Wealth Management, LLC

NEW

Shares11,141

Change+11,141

Value$443.7K

Filed 2026-10-28

Realta Investment Advisors

INCREASED

Shares11,135 from 9,320

Change+1,815 (+19%)

Value$443.5K (+$73.8K)

Filed 2026-10-14

Triumph Capital Management

INCREASED

Shares10,918 from 2,099

Change+8,819 (+420%)

Value$434.9K (+$351.6K)

Filed 2026-10-14

Creative Planning

NEW

Shares10,874

Change+10,874

Value$433.1K

Filed 2026-11-02

Creekside Partners

DECREASED

Shares10,816 from 11,144

Change-328 (-3%)

Value$430.8K (-$11.3K)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

INCREASED

Shares10,621 from 8,609

Change+2,012 (+23%)

Value$423.1K (+$81.6K)

Filed 2026-10-30

Weaver Consulting Group

INCREASED

Shares10,537 from 5,772

Change+4,765 (+83%)

Value$419.7K (+$190.7K)

Filed 2026-10-07

YHB Investment Advisors, Inc.

INCREASED

Shares8,640 from 7,137

Change+1,503 (+21%)

Value$344.1K (+$61.0K)

Filed 2026-10-08

Mayfair Advisory Group, LLC

INCREASED

Shares8,465 from 5,160

Change+3,305 (+64%)

Value$337.2K (+$130.1K)

Filed 2026-10-20

Willner & Heller, LLC

UNCHANGED

Shares7,715 from 7,715

Change0 (0%)

Value$307.3K (+$1.2K)

Filed 2026-10-28

SteelPeak Wealth, LLC

INCREASED

Shares7,681 from 5,643

Change+2,038 (+36%)

Value$305.9K (+$82.1K)

Filed 2026-10-16

Vise Technologies, Inc.

NEW

Shares7,616

Change+7,616

Value$303.3K

Filed 2026-10-29

Professional Financial Advisors, LLC

DECREASED

Shares7,404 from 7,541

Change-137 (-2%)

Value$294.9K (-$4.3K)

Filed 2026-10-13

Etesian Wealth Advisors, Inc.

UNCHANGED

Shares7,385 from 7,385

Change0 (0%)

Value$294.1K (+$1.2K)

Filed 2026-10-27

Diversify Advisory Services, LLC

NEW

Shares6,561

Change+6,561

Value$264.7K

Filed 2026-10-20

Diversify Wealth Management, LLC

NEW

Shares6,561

Change+6,561

Value$264.7K

Filed 2026-10-20

First Growth Capital LLC

INCREASED

Shares5,850 from 5,779

Change+71 (+1%)

Value$233.0K (+$3.8K)

Filed 2026-10-15

Private Trust Co NA

UNCHANGED

Shares5,272 from 5,272

Change0 (0%)

Value$210.0K (+$844)

Filed 2026-10-20

Bluesphere Advisors LLC

UNCHANGED

Shares5,119 from 5,119

Change0 (0%)

Value$203.9K (+$819)

Filed 2026-10-19

Farther Finance Advisors, LLC

INCREASED

Shares4,983 from 4,491

Change+492 (+11%)

Value$198.5K (+$20.3K)

Filed 2026-10-08

Provenance Wealth Advisors, LLC

NEW

Shares4,442

Change+4,442

Value$176.9K

Filed 2026-10-30

Cape Investment Advisory, Inc.

INCREASED

Shares3,296 from 1,185

Change+2,111 (+178%)

Value$131.3K (+$84.3K)

Filed 2026-10-13

Spire Wealth Management

DECREASED

Shares2,551 from 2,644

Change-93 (-4%)

Value$101.6K (-$3.3K)

Filed 2026-10-30

Jacobi Capital Management LLC

NEW

Shares2,453

Change+2,453

Value$97.7K

Filed 2026-11-05

Elevation Wealth Partners, LLC

UNCHANGED

Shares1,514 from 1,514

Change0 (0%)

Value$60.3K (+$242)

Filed 2026-10-07

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$47.8K (+$192)

Filed 2026-10-16

Rossby Financial, LCC

INCREASED

Shares1,084 from 346

Change+738 (+213%)

Value$43.2K (+$29.5K)

Filed 2026-11-05

SJS Investment Consulting Inc.

UNCHANGED

Shares808 from 808

Change0 (0%)

Value$32.2K (+$129)

Filed 2026-10-26

Simplex Trading, LLC

INCREASED

Shares541 from 89

Change+452 (+508%)

Value$21.5K (+$18.0K)

Filed 2026-11-04

Archer Investment Corp

UNCHANGED

Shares457 from 457

Change0 (0%)

Value$18.2K (+$73)

Filed 2026-11-05

Key FInancial Inc

NEW

Shares405

Change+405

Value$16.1K

Filed 2026-11-02

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares374 from 374

Change0 (0%)

Value$14.9K (+$59)

Filed 2026-11-03

GK Wealth Management LLC

NEW

Shares253

Change+253

Value$10.1K

Filed 2026-10-09

Jnba Financial Advisors

INCREASED

Shares204 from 173

Change+31 (+18%)

Value$8.1K (+$1.3K)

Filed 2026-11-03

IFP Advisors, Inc

INCREASED

Shares184 from 135

Change+49 (+36%)

Value$7.3K (+$2.0K)

Filed 2026-10-16

Armstrong Advisory Group, Inc

NEW

Shares154

Change+154

Value$6.1K

Filed 2026-10-09

Creative Financial Designs Inc

NEW

Shares66

Change+66

Value$2.6K

Filed 2026-11-04

US Bancorp \de\

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$2.4K (+$10)

Filed 2026-11-05

Balance Wealth Partners LLC

NEW

Shares5

Change+5

Value$199

Filed 2026-10-27

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 126,231

Change-126,231 (-100%)

Value$0 (-$5.0M)

Filed 2026-10-21

NBT Bank, N.A.

CLOSED

Shares0 from 4,195

Change-4,195 (-100%)

Value$0 (-$166.4K)

Filed 2026-10-21

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 2,135

Change-2,135 (-100%)

Value$0 (-$84.7K)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 767

Change-767 (-100%)

Value$0 (-$31.0K)

Filed 2026-10-16

AdvisorNet Financial, Inc

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$2.4K)

Filed 2026-10-15

LPL Financial LLC

N/A

Shares— from 4,526,966

Change-4,526,966 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,287,857

Change-1,287,857 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 955,885

Change-955,885 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 807,584

Change-807,584 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 626,119

Change-626,119 (-100%)

Value—

Straightline Group LLC

N/A

Shares— from 491,811

Change-491,811 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 319,970

Change-319,970 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 242,156

Change-242,156 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 226,418

Change-226,418 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 204,413

Change-204,413 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 147,451

Change-147,451 (-100%)

Value—

Black Swift Group, LLC

N/A

Shares— from 146,695

Change-146,695 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 145,792

Change-145,792 (-100%)

Value—

New Republic Capital, LLC

N/A

Shares— from 130,639

Change-130,639 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 126,231

Change-126,231 (-100%)

Value—

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

N/A

Shares— from 118,067

Change-118,067 (-100%)

Value—

PCG Wealth Advisors, LLC

N/A

Shares— from 99,818

Change-99,818 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 96,448

Change-96,448 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 83,513

Change-83,513 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 75,428

Change-75,428 (-100%)

Value—

FWG Holdings, LLC

N/A

Shares— from 71,357

Change-71,357 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 62,844

Change-62,844 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 62,580

Change-62,580 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 61,173

Change-61,173 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 57,384

Change-57,384 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 54,585

Change-54,585 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 54,117

Change-54,117 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 46,855

Change-46,855 (-100%)

Value—

Clarendon Private LLC

N/A

Shares— from 44,932

Change-44,932 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 44,211

Change-44,211 (-100%)

Value—

Ascent Advisors, LLC

N/A

Shares— from 44,018

Change-44,018 (-100%)

Value—

Collaborative Wealth Managment Inc.

N/A

Shares— from 33,596

Change-33,596 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 31,375

Change-31,375 (-100%)

Value—

Daybright Advisory Services, Inc.

N/A

Shares— from 30,237

Change-30,237 (-100%)

Value—

Pursue Wealth Partners LLC

N/A

Shares— from 29,615

Change-29,615 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 29,489

Change-29,489 (-100%)

Value—

Austin Wealth Management, LLC

N/A

Shares— from 29,343

Change-29,343 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 28,603

Change-28,603 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 27,308

Change-27,308 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 27,201

Change-27,201 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 23,832

Change-23,832 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Purkiss Capital Advisors LLC

N/A

Shares— from 13,600

Change-13,600 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 12,349

Change-12,349 (-100%)

Value—

Summit Wealth Partners, LLC

N/A

Shares— from 11,553

Change-11,553 (-100%)

Value—

Copley Financial Group, Inc.

N/A

Shares— from 11,139

Change-11,139 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 10,543

Change-10,543 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,364

Change-10,364 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 9,180

Change-9,180 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 8,411

Change-8,411 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,325

Change-8,325 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 8,198

Change-8,198 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 7,934

Change-7,934 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 7,625

Change-7,625 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 6,718

Change-6,718 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 5,925

Change-5,925 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,872

Change-5,872 (-100%)

Value—

Betterment LLC

N/A

Shares— from 5,816

Change-5,816 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 5,289

Change-5,289 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 5,224

Change-5,224 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 4,624

Change-4,624 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,577

Change-4,577 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,160

Change-4,160 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 3,749

Change-3,749 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,829

Change-1,829 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,403

Change-1,403 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 1,015

Change-1,015 (-100%)

Value—

Brentview Investment Management LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 816

Change-816 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 541

Change-541 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 492

Change-492 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 371

Change-371 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 288

Change-288 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

FMR LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Assetmark, Inc	INCREASED	928,407	563,664	+364,743	+65%	$22.4M	$37.0M	+$14.6M	2026-10-21
Beam Wealth Advisors, Inc.	INCREASED	724,423	717,249	+7,174	+1%	$28.5M	$28.9M	+$400.5K	2026-11-03
New England Private Wealth Advisors LLC	INCREASED	692,344	604,674	+87,670	+15%	$24.3M	$27.6M	+$3.3M	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	676,731	457,656	+219,075	+48%	$18.2M	$27.0M	+$8.8M	2026-11-02
Beaumont Financial Advisors, LLC	DECREASED	342,327	352,968	-10,641	-3%	$14.0M	$13.6M	-$367.4K	2026-10-22
Bayshore Capital Advisors, LLC	DECREASED	309,203	323,122	-13,919	-4%	$12.8M	$12.3M	-$502.7K	2026-11-02
Ferguson Shapiro LLC	INCREASED	272,877	205,545	+67,332	+33%	$8.2M	$10.9M	+$2.7M	2026-10-16
Wilmington Savings Fund Society, FSB	DECREASED	270,447	274,516	-4,069	-1%	$10.9M	$10.8M	-$118.1K	2026-10-23
MinichMacGregor Wealth Management, LLC	INCREASED	269,560	265,617	+3,943	+1%	$10.5M	$10.7M	+$199.5K	2026-10-14
ERn Financial, LLC	INCREASED	226,965	218,783	+8,182	+4%	$8.7M	$9.0M	+$360.9K	2026-10-28
Encompass More Asset Management	NEW	195,737	—	+195,737	—	—	$7.8M	—	2026-10-16
Norden Group LLC	INCREASED	183,067	95,114	+87,953	+92%	$3.8M	$7.3M	+$3.5M	2026-10-20
Kestra Advisory Services, LLC	INCREASED	180,318	45,671	+134,647	+295%	$1.8M	$7.2M	+$5.4M	2026-11-02
Bryn Mawr Trust Advisors, LLC	INCREASED	180,198	148,441	+31,757	+21%	$5.9M	$7.2M	+$1.3M	2026-11-04
Riversedge Advisors, LLC	INCREASED	167,730	158,232	+9,498	+6%	$6.3M	$6.7M	+$403.6K	2026-10-09
Snider Financial Group	INCREASED	144,328	138,891	+5,437	+4%	$5.5M	$5.7M	+$238.8K	2026-10-16
Beacon Bank & Trust	INCREASED	135,214	127,182	+8,032	+6%	$5.0M	$5.4M	+$340.3K	2026-10-27
Sound Portfolio Advisors, LLC	INCREASED	132,160	92,438	+39,722	+43%	$3.7M	$5.3M	+$1.6M	2026-11-05
Magnus Financial Group LLC	INCREASED	119,825	98,355	+21,470	+22%	$3.9M	$4.8M	+$870.9K	2026-10-21
Visionary Wealth Advisors	DECREASED	110,758	175,740	-64,982	-37%	$7.0M	$4.4M	-$2.6M	2026-11-04
Accurate Wealth Management, LLC	INCREASED	94,090	82,201	+11,889	+14%	$3.2M	$3.8M	+$599.1K	2026-10-20
Sunrise Financial Services, LLC	INCREASED	93,486	82,363	+11,123	+14%	$3.3M	$3.7M	+$456.2K	2026-10-21
Avalon Capital Management	DECREASED	91,381	92,066	-685	-1%	$3.7M	$3.6M	-$12.6K	2026-11-04
Principle Wealth Partners LLC	INCREASED	90,667	83,963	+6,704	+8%	$3.3M	$3.6M	+$280.5K	2026-11-02
Aureum Wealth Management, LLC	NEW	86,401	—	+86,401	—	—	$3.4M	—	2026-10-15
Cambridge Investment Research Advisors, Inc.	INCREASED	84,164	54,217	+29,947	+55%	$2.2M	$3.4K	-$2.1M	2026-11-02
First Hawaiian Bank	NEW	77,992	—	+77,992	—	—	$3.1M	—	2026-10-14
Castleview Partners, LLC	INCREASED	75,106	56,092	+19,014	+34%	$2.2M	$3.0M	+$766.3K	2026-10-09
HUB Investment Partners, LLC	INCREASED	71,011	70,901	+110	+0%	$2.8M	$2.8M	+$15.7K	2026-11-03
WealthPlan Investment Management, LLC	DECREASED	68,394	74,149	-5,755	-8%	$2.9M	$2.7M	-$217.4K	2026-10-15
Archford Capital Strategies, LLC	INCREASED	67,332	64,908	+2,424	+4%	$2.6M	$2.7M	+$106.9K	2026-10-19
Prevail Innovative Wealth Advisors, LLC	INCREASED	63,225	52,375	+10,850	+21%	$2.1M	$2.5M	+$469.6K	2026-10-20
Flynn Zito Capital Management, LLC	INCREASED	56,593	54,851	+1,742	+3%	$2.2M	$2.3M	+$78.2K	2026-11-04
D.A. Davidson & Co.	INCREASED	49,562	36,612	+12,950	+35%	$1.5M	$2.0M	+$521.7K	2026-10-28
Wealthcare Advisory Partners LLC	INCREASED	48,681	47,537	+1,144	+2%	$1.9M	$1.9M	+$53.2K	2026-10-21
Wealth Enhancement Advisory Services, LLC	DECREASED	48,616	64,640	-16,024	-25%	$2.6M	$2.0M	-$582.9K	2026-10-13
Optima Capital LLC	DECREASED	44,906	46,778	-1,872	-4%	$1.9M	$1.8M	-$67.1K	2026-10-29
Cornerstone Wealth Management, LLC	INCREASED	44,818	44,044	+774	+2%	$1.7M	$1.8M	+$37.9K	2026-11-04
Boyce & Associates Wealth Consulting, Inc.	NEW	40,254	—	+40,254	—	—	$1.6M	—	2026-10-14
Entrewealth, LLC	INCREASED	39,266	36,966	+2,300	+6%	$1.5M	$1.6M	+$78.7K	2026-10-14
Cascade Investment Group, Inc.	INCREASED	38,831	36,709	+2,122	+6%	$1.5M	$1.5M	+$90.4K	2026-10-13
Tucker Asset Management LLC	INCREASED	36,259	14,300	+21,959	+154%	$567.3K	$1.4M	+$876.9K	2026-10-29
Visionary Horizons, LLC	DECREASED	32,941	34,548	-1,607	-5%	$1.4M	$1.3M	-$58.5K	2026-10-22
Global Assets Advisory, LLC	INCREASED	29,435	28,416	+1,019	+4%	$1.1M	$1.2M	+$72.6K	2026-10-28
Rede Wealth, LLC	INCREASED	28,420	24,029	+4,391	+18%	$953.2K	$1.1M	+$178.7K	2026-10-22
Echo45 Advisors LLC	INCREASED	27,754	26,359	+1,395	+5%	$1.0M	$1.1M	+$59.8K	2026-10-07
Tassel Capital Management, Inc.	DECREASED	27,546	27,620	-74	0%	$1.1M	$1.1M	+$1.5K	2026-10-20
Financial Partners Group, Inc	INCREASED	27,528	22,120	+5,408	+24%	$877.5K	$1.1M	+$218.9K	2026-10-19
Capital Investment Advisors, LLC	INCREASED	27,083	21,828	+5,255	+24%	$865.9K	$1.1M	+$212.8K	2026-10-22
Oppenheimer & Co Inc	INCREASED	25,341	10,219	+15,122	+148%	$405.4K	$1.0M	+$603.9K	2026-10-26
Sovran Advisors, LLC	NEW	23,808	—	+23,808	—	—	$958.5K	—	2026-11-02
Global Wealth Management Investment Advisory, Inc.	INCREASED	23,705	22,531	+1,174	+5%	$893.8K	$944.2K	+$50.4K	2026-11-04
Root Financial Partners, LLC	NEW	23,202	—	+23,202	—	—	$924.1K	—	2026-10-21
Atria Investments, Inc	INCREASED	22,941	22,280	+661	+3%	$883.8K	$913.7K	+$29.9K	2026-10-15
Mascagni Wealth Management, Inc.	INCREASED	22,283	20,744	+1,539	+7%	$822.9K	$887.5K	+$64.6K	2026-10-23
Ascentis Independent Advisors	NEW	20,637	—	+20,637	—	—	$822.0K	—	2026-11-03
True Private Wealth Advisors	INCREASED	20,300	18,877	+1,423	+8%	$748.9K	$808.6K	+$59.7K	2026-10-19
Virtue Capital Management, LLC	NEW	20,022	—	+20,022	—	—	$797.5K	—	2026-10-29
Wespac Advisors, LLC	INCREASED	19,164	18,160	+1,004	+6%	$720.4K	$763.3K	+$42.9K	2026-10-26
Center For Asset Management LLC	NEW	18,971	—	+18,971	—	—	$755.6K	—	2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC	NEW	18,836	—	+18,836	—	—	$750.2K	—	2026-10-14
Brookstone Capital Management	INCREASED	18,240	17,645	+595	+3%	$700.0K	$726.5K	+$26.5K	2026-10-22
Sowell Financial Services LLC	NEW	15,670	—	+15,670	—	—	$624.1K	—	2026-10-23
Diversified Enterprises, LLC	UNCHANGED	14,389	14,389	0	0%	$570.8K	$573.1K	+$2.3K	2026-10-19
Kraematon Investment Advisors, Inc	INCREASED	13,341	11,741	+1,600	+14%	$465.8K	$531.4K	+$65.6K	2026-11-02
Independent Financial Group, LLC	UNCHANGED	12,626	12,626	0	0%	$500.9K	$502.9K	+$2.0K	2026-10-13
Citizens Financial Group Inc	NEW	12,250	—	+12,250	—	—	$487.9K	—	2026-10-23
Sentinel Pension Advisors, LLC	DECREASED	11,295	11,307	-12	0%	$444.7K	$449.9K	+$5.2K	2026-11-02
Partners Wealth Management, LLC	NEW	11,141	—	+11,141	—	—	$443.7K	—	2026-10-28
Realta Investment Advisors	INCREASED	11,135	9,320	+1,815	+19%	$369.7K	$443.5K	+$73.8K	2026-10-14
Triumph Capital Management	INCREASED	10,918	2,099	+8,819	+420%	$83.3K	$434.9K	+$351.6K	2026-10-14
Creative Planning	NEW	10,874	—	+10,874	—	—	$433.1K	—	2026-11-02
Creekside Partners	DECREASED	10,816	11,144	-328	-3%	$442.1K	$430.8K	-$11.3K	2026-11-04
Capital Investment Advisory Services, LLC	INCREASED	10,621	8,609	+2,012	+23%	$341.5K	$423.1K	+$81.6K	2026-10-30
Weaver Consulting Group	INCREASED	10,537	5,772	+4,765	+83%	$229.0K	$419.7K	+$190.7K	2026-10-07
YHB Investment Advisors, Inc.	INCREASED	8,640	7,137	+1,503	+21%	$283.1K	$344.1K	+$61.0K	2026-10-08
Mayfair Advisory Group, LLC	INCREASED	8,465	5,160	+3,305	+64%	$207.0K	$337.2K	+$130.1K	2026-10-20
Willner & Heller, LLC	UNCHANGED	7,715	7,715	0	0%	$306.1K	$307.3K	+$1.2K	2026-10-28
SteelPeak Wealth, LLC	INCREASED	7,681	5,643	+2,038	+36%	$223.9K	$305.9K	+$82.1K	2026-10-16
Vise Technologies, Inc.	NEW	7,616	—	+7,616	—	—	$303.3K	—	2026-10-29
Professional Financial Advisors, LLC	DECREASED	7,404	7,541	-137	-2%	$299.2K	$294.9K	-$4.3K	2026-10-13
Etesian Wealth Advisors, Inc.	UNCHANGED	7,385	7,385	0	0%	$293.0K	$294.1K	+$1.2K	2026-10-27
Diversify Advisory Services, LLC	NEW	6,561	—	+6,561	—	—	$264.7K	—	2026-10-20
Diversify Wealth Management, LLC	NEW	6,561	—	+6,561	—	—	$264.7K	—	2026-10-20
First Growth Capital LLC	INCREASED	5,850	5,779	+71	+1%	$229.3K	$233.0K	+$3.8K	2026-10-15
Private Trust Co NA	UNCHANGED	5,272	5,272	0	0%	$209.1K	$210.0K	+$844	2026-10-20
Bluesphere Advisors LLC	UNCHANGED	5,119	5,119	0	0%	$203.1K	$203.9K	+$819	2026-10-19
Farther Finance Advisors, LLC	INCREASED	4,983	4,491	+492	+11%	$178.2K	$198.5K	+$20.3K	2026-10-08
Provenance Wealth Advisors, LLC	NEW	4,442	—	+4,442	—	—	$176.9K	—	2026-10-30
Cape Investment Advisory, Inc.	INCREASED	3,296	1,185	+2,111	+178%	$47.0K	$131.3K	+$84.3K	2026-10-13
Spire Wealth Management	DECREASED	2,551	2,644	-93	-4%	$104.9K	$101.6K	-$3.3K	2026-10-30
Jacobi Capital Management LLC	NEW	2,453	—	+2,453	—	—	$97.7K	—	2026-11-05
Elevation Wealth Partners, LLC	UNCHANGED	1,514	1,514	0	0%	$60.1K	$60.3K	+$242	2026-10-07
Pension & Wealth Management Advisors, Inc.	UNCHANGED	1,200	1,200	0	0%	$47.6K	$47.8K	+$192	2026-10-16
Rossby Financial, LCC	INCREASED	1,084	346	+738	+213%	$13.7K	$43.2K	+$29.5K	2026-11-05
SJS Investment Consulting Inc.	UNCHANGED	808	808	0	0%	$32.1K	$32.2K	+$129	2026-10-26
Simplex Trading, LLC	INCREASED	541	89	+452	+508%	$3.5K	$21.5K	+$18.0K	2026-11-04
Archer Investment Corp	UNCHANGED	457	457	0	0%	$18.1K	$18.2K	+$73	2026-11-05
Key FInancial Inc	NEW	405	—	+405	—	—	$16.1K	—	2026-11-02
Ashton Thomas Private Wealth, LLC	UNCHANGED	374	374	0	0%	$14.8K	$14.9K	+$59	2026-11-03
GK Wealth Management LLC	NEW	253	—	+253	—	—	$10.1K	—	2026-10-09
Jnba Financial Advisors	INCREASED	204	173	+31	+18%	$6.9K	$8.1K	+$1.3K	2026-11-03
IFP Advisors, Inc	INCREASED	184	135	+49	+36%	$5.4K	$7.3K	+$2.0K	2026-10-16
Armstrong Advisory Group, Inc	NEW	154	—	+154	—	—	$6.1K	—	2026-10-09
Creative Financial Designs Inc	NEW	66	—	+66	—	—	$2.6K	—	2026-11-04
US Bancorp \de\	UNCHANGED	60	60	0	0%	$2.4K	$2.4K	+$10	2026-11-05
Balance Wealth Partners LLC	NEW	5	—	+5	—	—	$199	—	2026-10-27
Axxcess Wealth Management, LLC	CLOSED	0	126,231	-126,231	-100%	$5.0M	$0	-$5.0M	2026-10-21
NBT Bank, N.A.	CLOSED	0	4,195	-4,195	-100%	$166.4K	$0	-$166.4K	2026-10-21
Plante Moran Financial Advisors, LLC	CLOSED	0	2,135	-2,135	-100%	$84.7K	$0	-$84.7K	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	767	-767	-100%	$31.0K	$0	-$31.0K	2026-10-16
AdvisorNet Financial, Inc	CLOSED	0	60	-60	-100%	$2.4K	$0	-$2.4K	2026-10-15
LPL Financial LLC	N/A	—	4,526,966	-4,526,966	-100%	$179.6M	—	—	—
Cetera Investment Advisers	N/A	—	1,287,857	-1,287,857	-100%	$51.1M	—	—	—
Berger Financial Group, Inc	N/A	—	955,885	-955,885	-100%	$37.9M	—	—	—
Raymond James Financial Inc	N/A	—	807,584	-807,584	-100%	$32.0M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	626,119	-626,119	-100%	$24.8M	—	—	—
Straightline Group LLC	N/A	—	491,811	-491,811	-100%	$19.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	319,970	-319,970	-100%	$12.7M	—	—	—
Royal Bank of Canada	N/A	—	242,156	-242,156	-100%	$9.6M	—	—	—
Ancora Advisors LLCA	N/A	—	226,418	-226,418	-100%	$9.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	204,413	-204,413	-100%	$8.1M	—	—	—
Jane Street Group, LLC	N/A	—	200,000	-200,000	-100%	$7.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	147,451	-147,451	-100%	$5.8M	—	—	—
Black Swift Group, LLC	N/A	—	146,695	-146,695	-100%	$5.8M	—	—	—
Main Street Financial Solutions, LLC	N/A	—	145,792	-145,792	-100%	$5.8M	—	—	—
New Republic Capital, LLC	N/A	—	130,639	-130,639	-100%	$5.2M	—	—	—
Darwin Wealth Management, LLC	N/A	—	126,231	-126,231	-100%	$5.0M	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	118,067	-118,067	-100%	$4.7M	—	—	—
PCG Wealth Advisors, LLC	N/A	—	99,818	-99,818	-100%	$4.0M	—	—	—
Private Advisor Group, LLC	N/A	—	96,448	-96,448	-100%	$3.8M	—	—	—
Bank of Montreal	N/A	—	83,513	-83,513	-100%	$3.3M	—	—	—
FAS Wealth Partners, Inc.	N/A	—	75,428	-75,428	-100%	$3.0M	—	—	—
FWG Holdings, LLC	N/A	—	71,357	-71,357	-100%	$2.9M	—	—	—
Essex Financial Services, Inc.	N/A	—	62,844	-62,844	-100%	$2.5M	—	—	—
Composition Wealth, LLC	N/A	—	62,580	-62,580	-100%	$2.5M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	61,173	-61,173	-100%	$2.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	57,384	-57,384	-100%	$2.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	54,585	-54,585	-100%	$2.2M	—	—	—
Baird Financial Group, Inc.	N/A	—	54,117	-54,117	-100%	$2.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	46,855	-46,855	-100%	$1.9M	—	—	—
Clarendon Private LLC	N/A	—	44,932	-44,932	-100%	$1.8M	—	—	—
Western Wealth Management, LLC	N/A	—	44,211	-44,211	-100%	$1.8M	—	—	—
Ascent Advisors, LLC	N/A	—	44,018	-44,018	-100%	$1.7M	—	—	—
Collaborative Wealth Managment Inc.	N/A	—	33,596	-33,596	-100%	$1.3M	—	—	—
Waterloo Capital, L.P.	N/A	—	31,375	-31,375	-100%	$1.2M	—	—	—
Daybright Advisory Services, Inc.	N/A	—	30,237	-30,237	-100%	$1.2M	—	—	—
Pursue Wealth Partners LLC	N/A	—	29,615	-29,615	-100%	$1.2M	—	—	—
HighTower Advisors, LLC	N/A	—	29,489	-29,489	-100%	$1.2M	—	—	—
Austin Wealth Management, LLC	N/A	—	29,343	-29,343	-100%	$1.2M	—	—	—
MML Investors Services, LLC	N/A	—	28,603	-28,603	-100%	$1.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	27,308	-27,308	-100%	$1.1M	—	—	—
IHT Wealth Management, LLC	N/A	—	27,201	-27,201	-100%	$1.1M	—	—	—
Arete Wealth Advisors, LLC	N/A	—	23,832	-23,832	-100%	$945.4K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	18,000	-18,000	-100%	$714.1K	—	—	—
Purkiss Capital Advisors LLC	N/A	—	13,600	-13,600	-100%	$539.5K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	12,349	-12,349	-100%	$489.9K	—	—	—
Summit Wealth Partners, LLC	N/A	—	11,553	-11,553	-100%	$458.3K	—	—	—
Copley Financial Group, Inc.	N/A	—	11,139	-11,139	-100%	$441.9K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	10,543	-10,543	-100%	$418.2K	—	—	—
Mariner, LLC	N/A	—	10,364	-10,364	-100%	$411.1K	—	—	—
Leavell Investment Management, Inc.	N/A	—	9,180	-9,180	-100%	$364.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	8,411	-8,411	-100%	$333.7K	—	—	—
Citadel Advisors LLC	N/A	—	8,325	-8,325	-100%	$330.3K	—	—	—
Benjamin Edwards Inc	N/A	—	8,198	-8,198	-100%	$325.3K	—	—	—
PFG Investments, LLC	N/A	—	7,934	-7,934	-100%	$314.7K	—	—	—
Bluespring Wealth Management, LLC	N/A	—	7,625	-7,625	-100%	$302.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	6,718	-6,718	-100%	$266.5K	—	—	—
Kovack Advisors, Inc.	N/A	—	5,925	-5,925	-100%	$233.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,872	-5,872	-100%	$232.9K	—	—	—
Betterment LLC	N/A	—	5,816	-5,816	-100%	$231.0K	—	—	—
Legacy Wealth Managment, LLC	N/A	—	5,289	-5,289	-100%	$209.8K	—	—	—
Calton & Associates, Inc.	N/A	—	5,224	-5,224	-100%	$207.2K	—	—	—
Capital Analysts, LLC	N/A	—	4,624	-4,624	-100%	$184.0K	—	—	—
Harbour Investments, Inc.	N/A	—	4,577	-4,577	-100%	$181.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,160	-4,160	-100%	$165.0K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	3,749	-3,749	-100%	$148.7K	—	—	—
UBS Group AG	N/A	—	1,829	-1,829	-100%	$72.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,403	-1,403	-100%	$55.7K	—	—	—
Van Eck Associates Corp	N/A	—	1,015	-1,015	-100%	$40.3K	—	—	—
Brentview Investment Management LLC	N/A	—	1,000	-1,000	-100%	$39.7K	—	—	—
Wells Fargo & Company	N/A	—	816	-816	-100%	$32.4K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	541	-541	-100%	$21.5K	—	—	—
Morgan Stanley	N/A	—	492	-492	-100%	$19.5K	—	—	—
JPMorgan Chase & Co	N/A	—	371	-371	-100%	$14.6K	—	—	—
IFG Advisory, LLC	N/A	—	288	-288	-100%	$11.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	150	-150	-100%	$6.0K	—	—	—
Continuum Advisory, LLC	N/A	—	80	-80	-100%	$3.2K	—	—	—
FMR LLC	N/A	—	75	-75	-100%	$3.0K	—	—	—
AE Wealth Management LLC	N/A	—	17	-17	-100%	$667	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1	-1	-100%	$40	—	—	—

Showing 191 of 191 institutions