Vanguard Russell 1000 (VONE)

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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RED Cedar Investment Management, LLC

INCREASED

Shares509,700 from 507,403

Change+2,297 (+0%)

Value$175.3M (+$3.5M)

Filed 2026-11-04

Apella Capital, LLC

INCREASED

Shares473,977 from 359,515

Change+114,462 (+32%)

Value$166.3M (+$44.5M)

Filed 2026-10-08

Bank of New York Mellon Corp

DECREASED

Shares456,816 from 483,139

Change-26,323 (-5%)

Value$157.1M (-$6.5M)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares409,499 from 459,097

Change-49,598 (-11%)

Value$140.9M (-$14.6M)

Filed 2026-11-04

Flower City Capital

INCREASED

Shares251,479 from 244,063

Change+7,416 (+3%)

Value$86.5M (+$3.8M)

Filed 2026-10-15

Sherrill & Hutchins Financial Advisory, Inc

DECREASED

Shares152,949 from 155,798

Change-2,849 (-2%)

Value$52.6M (-$157.5K)

Filed 2026-10-14

Heartwood Wealth Advisors LLC

DECREASED

Shares149,728 from 150,400

Change-672 (0%)

Value$51.5M (+$562.9K)

Filed 2026-10-05

Old National Bancorp

DECREASED

Shares106,185 from 111,935

Change-5,750 (-5%)

Value$36.5M (-$1.4M)

Filed 2026-10-20

Aprio Wealth Management, LLC

NEW

Shares93,069

Change+93,069

Value$32.0M

Filed 2026-10-28

Keybank National Association

DECREASED

Shares80,717 from 85,086

Change-4,369 (-5%)

Value$27.8M (-$1.1M)

Filed 2026-11-04

Choreo, LLC

INCREASED

Shares80,692 from 77,331

Change+3,361 (+4%)

Value$27.8M (+$1.6M)

Filed 2026-10-28

Cherrydale Wealth Management, LLC

INCREASED

Shares76,961 from 75,506

Change+1,455 (+2%)

Value$26.5M (+$899.9K)

Filed 2026-10-20

1900 Wealth Management LLC

INCREASED

Shares74,487 from 74,306

Change+181 (+0%)

Value$25.6M (+$454.6K)

Filed 2026-10-13

Parkside Financial Bank & Trust

INCREASED

Shares72,140 from 69,377

Change+2,763 (+4%)

Value$24.8M (+$1.3M)

Filed 2026-10-27

Stegner Investment Associates Inc.

INCREASED

Shares67,327 from 67,323

Change+4 (+0%)

Value$23.2M (+$356.9K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares65,798 from 62,305

Change+3,493 (+6%)

Value$23.0M (+$1.7M)

Filed 2026-10-13

Opus Capital Group, LLC

DECREASED

Shares62,123 from 62,628

Change-505 (-1%)

Value$21.4K (-$21.2M)

Filed 2026-10-30

Arbor Investment Advisors, LLC

DECREASED

Shares52,257 from 53,349

Change-1,092 (-2%)

Value$18.0M (-$94.1K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares45,295 from 45,145

Change+150 (+0%)

Value$15.6K (-$15.3M)

Filed 2026-11-02

Fort Washington Investment Advisors Inc

INCREASED

Shares40,642 from 26,626

Change+14,016 (+53%)

Value$14.0M (+$5.0M)

Filed 2026-10-15

Thrivent Financial for Lutherans

INCREASED

Shares35,882 from 29,211

Change+6,671 (+23%)

Value$12.3K (-$9.9M)

Filed 2026-11-05

Creative Planning

INCREASED

Shares33,510 from 32,384

Change+1,126 (+3%)

Value$11.5M (+$558.5K)

Filed 2026-11-02

Thrive Wealth Management, LLC

DECREASED

Shares30,433 from 30,625

Change-192 (-1%)

Value$10.5M (+$95.6K)

Filed 2026-10-13

Founders Capital Management, LLC

UNCHANGED

Shares30,204 from 30,204

Change0 (0%)

Value$10.4M (+$159.5K)

Filed 2026-10-23

Halbert Hargrove Global Advisors, LLC

DECREASED

Shares29,845 from 30,154

Change-309 (-1%)

Value$10.3M (+$53.2K)

Filed 2026-10-16

Owl Creek Wealth Partners LLC

DECREASED

Shares29,531 from 29,573

Change-42 (0%)

Value$10.2M (+$141.8K)

Filed 2026-10-20

Crusonia Wealth Advisors LLC

DECREASED

Shares26,956 from 27,524

Change-568 (-2%)

Value$9.3M (-$50.1K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

INCREASED

Shares26,606 from 25,789

Change+817 (+3%)

Value$9.2M (+$417.2K)

Filed 2026-11-02

Navigate Wealth Management, LLC

INCREASED

Shares26,574 from 26,535

Change+39 (+0%)

Value$9.3M (+$413.9K)

Filed 2026-10-14

Nova R Wealth, Inc.

DECREASED

Shares26,118 from 26,655

Change-537 (-2%)

Value$9.0M (-$43.8K)

Filed 2026-10-26

SoundView Advisors Inc.

DECREASED

Shares22,476 from 22,491

Change-15 (0%)

Value$7.7K (-$7.6M)

Filed 2026-11-04

Precedent Wealth Partners, LLC

INCREASED

Shares22,427 from 21,793

Change+634 (+3%)

Value$7.7M (+$333.2K)

Filed 2026-10-21

Hapanowicz & Associates Financial Services, Inc

DECREASED

Shares20,308 from 21,485

Change-1,177 (-5%)

Value$7.0M (-$291.0K)

Filed 2026-10-29

Truist Financial Corp

INCREASED

Shares17,864 from 15,459

Change+2,405 (+16%)

Value$6.1M (+$909.2K)

Filed 2026-10-30

Lpwm LLC

INCREASED

Shares17,126 from 16,780

Change+346 (+2%)

Value$5.9M (+$207.6K)

Filed 2026-10-20

CMH Wealth Management LLC

INCREASED

Shares16,329 from 15,258

Change+1,071 (+7%)

Value$5.6M (+$449.0K)

Filed 2026-10-22

Brooklyn FI, LLC

DECREASED

Shares16,282 from 19,425

Change-3,143 (-16%)

Value$5.6M (-$920.7K)

Filed 2026-11-05

Aaron Wealth Advisors LLC

DECREASED

Shares16,027 from 17,861

Change-1,834 (-10%)

Value$5.5M (-$536.5K)

Filed 2026-10-13

Regions Financial Corp

UNCHANGED

Shares15,137 from 15,137

Change0 (0%)

Value$5.2M (+$79.9K)

Filed 2026-11-05

Nadler Financial Group, Inc.

DECREASED

Shares11,560 from 11,725

Change-165 (-1%)

Value$4.0M (+$5.1K)

Filed 2026-10-23

Sapient Capital LLC

DECREASED

Shares11,291 from 13,229

Change-1,938 (-15%)

Value$3.9M (-$596.8K)

Filed 2026-10-08

Sachem Hill LLC

INCREASED

Shares11,271 from 9,846

Change+1,425 (+14%)

Value$3.9M (+$542.2K)

Filed 2026-10-14

Sigma Planning Corp

INCREASED

Shares10,963 from 10,468

Change+495 (+5%)

Value$3.8M (+$225.6K)

Filed 2026-10-23

Parallel Advisors, LLC

UNCHANGED

Shares10,235 from 10,235

Change0 (0%)

Value$3.5M (+$54.0K)

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares9,907 from 9,588

Change+319 (+3%)

Value$3.4M (+$160.4K)

Filed 2026-11-02

AMG National Trust Bank

INCREASED

Shares9,842 from 9,527

Change+315 (+3%)

Value$3.4M (+$158.7K)

Filed 2026-11-05

Ballast Rock Private Wealth LLC

INCREASED

Shares9,470 from 8,279

Change+1,191 (+14%)

Value$3.3M (+$453.4K)

Filed 2026-10-26

Vigilare Wealth Management

INCREASED

Shares9,143 from 8,771

Change+372 (+4%)

Value$3.1M (+$174.3K)

Filed 2026-10-29

Enclave Advisors LLC

UNCHANGED

Shares9,051 from 9,051

Change0 (0%)

Value$3.1M (+$47.8K)

Filed 2026-10-14

Arsenal Capital Advisors LLC

INCREASED

Shares8,875 from 8,183

Change+692 (+8%)

Value$3.1M (+$281.2K)

Filed 2026-11-02

Fifth Third Wealth Advisors LLC

DECREASED

Shares8,715 from 8,825

Change-110 (-1%)

Value$3.0M (+$8.8K)

Filed 2026-10-22

JFS Wealth Advisors, LLC

UNCHANGED

Shares8,595 from 8,595

Change0 (0%)

Value$3.0M (+$45.4K)

Filed 2026-11-03

Carroll Advisory Group, LLC

DECREASED

Shares8,115 from 8,151

Change-36 (0%)

Value$2.8M (+$30.8K)

Filed 2026-10-16

Flagship Harbor Advisors, LLC

INCREASED

Shares7,199 from 7,127

Change+72 (+1%)

Value$2.5M (+$62.4K)

Filed 2026-10-26

Lotus Asset Management LLC

UNCHANGED

Shares7,198 from 7,198

Change0 (0%)

Value$2.5M (+$38.0K)

Filed 2026-10-14

Wealthcare Advisory Partners LLC

INCREASED

Shares7,134 from 6,909

Change+225 (+3%)

Value$2.5M (+$113.9K)

Filed 2026-10-21

Landmark Wealth Management, LLC

DECREASED

Shares7,040 from 7,152

Change-112 (-2%)

Value$2.4M (-$792)

Filed 2026-11-03

AdvisorNet Financial, Inc

DECREASED

Shares6,609 from 6,754

Change-145 (-2%)

Value$2.3M (+$8.2K)

Filed 2026-10-15

Parsons Capital Management Inc

INCREASED

Shares5,887 from 5,610

Change+277 (+5%)

Value$2.0M (+$124.8K)

Filed 2026-10-28

TD Private Client Wealth LLC

DECREASED

Shares5,694 from 6,219

Change-525 (-8%)

Value$2.0M (-$147.8K)

Filed 2026-10-28

Verus Wealth Management, LLC

DECREASED

Shares5,584 from 5,729

Change-145 (-3%)

Value$1.9M (-$19.6K)

Filed 2026-10-13

Royal Fund Management, LLC

DECREASED

Shares5,499 from 5,566

Change-67 (-1%)

Value$1.9M (+$6.1K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

INCREASED

Shares5,450 from 5,274

Change+176 (+3%)

Value$1.9M (+$88.2K)

Filed 2026-10-16

Indivisible Partners

UNCHANGED

Shares5,338 from 5,338

Change0 (0%)

Value$1.8M (+$28.2K)

Filed 2026-10-26

Atria Investments, Inc

INCREASED

Shares5,304 from 4,595

Change+709 (+15%)

Value$1.8M (+$268.2K)

Filed 2026-10-15

ETF Portfolio Partners, Inc.

UNCHANGED

Shares5,225 from 5,225

Change0 (0%)

Value$1.8M (+$27.6K)

Filed 2026-10-22

Vise Technologies, Inc.

INCREASED

Shares4,956 from 4,754

Change+202 (+4%)

Value$1.7M (+$94.7K)

Filed 2026-10-29

MGO One Seven LLC

INCREASED

Shares4,819 from 4,761

Change+58 (+1%)

Value$1.7M (+$45.1K)

Filed 2026-10-28

Berkshire Money Management, Inc.

NEW

Shares4,777

Change+4,777

Value$1.6M

Filed 2026-10-21

Anson Capital, Inc.

DECREASED

Shares4,594 from 4,632

Change-38 (-1%)

Value$1.6M (+$11.5K)

Filed 2026-10-23

Welch Group, LLC

UNCHANGED

Shares4,222 from 4,222

Change0 (0%)

Value$1.5M (+$22.3K)

Filed 2026-10-29

PFW Advisors LLC

DECREASED

Shares4,144 from 4,227

Change-83 (-2%)

Value$1.4M (-$6.2K)

Filed 2026-10-07

Blackston Financial Advisory Group, LLC

DECREASED

Shares4,107 from 4,516

Change-409 (-9%)

Value$1.4M (-$116.8K)

Filed 2026-11-04

Indiana Trust & Investment Management Co

UNCHANGED

Shares4,075 from 4,075

Change0 (0%)

Value$1.4M (+$21.5K)

Filed 2026-10-22

Compass Financial Group, Inc

UNCHANGED

Shares4,069 from 4,069

Change0 (0%)

Value$1.4M (+$21.5K)

Filed 2026-10-13

Accurate Wealth Management, LLC

INCREASED

Shares3,790 from 3,087

Change+703 (+23%)

Value$1.3M (+$276.8K)

Filed 2026-10-20

Foster Dykema Cabot & Partners, LLC

NEW

Shares3,634

Change+3,634

Value$1.3M

Filed 2026-10-30

Kestra Private Wealth Services, LLC

INCREASED

Shares3,622 from 2,348

Change+1,274 (+54%)

Value$1.2M (+$450.8K)

Filed 2026-10-30

Crane Advisory, LLC

UNCHANGED

Shares3,468 from 3,468

Change0 (0%)

Value$1.2M (+$35.8K)

Filed 2026-10-13

Segment Wealth Management, LLC

UNCHANGED

Shares3,424 from 3,424

Change0 (0%)

Value$1.2M (+$18.1K)

Filed 2026-10-26

Daymark Wealth Partners, LLC

UNCHANGED

Shares3,358 from 3,358

Change0 (0%)

Value$1.2M (+$17.7K)

Filed 2026-11-04

River's Edge Wealth Management, LLC

INCREASED

Shares3,202 from 3,186

Change+16 (+1%)

Value$1.1M (+$16.0K)

Filed 2026-10-19

Compass Wealth Management LLC

UNCHANGED

Shares3,125 from 3,125

Change0 (0%)

Value$1.1M (+$16.5K)

Filed 2026-10-22

Certuity, LLC

INCREASED

Shares3,119 from 3,111

Change+8 (+0%)

Value$1.1M (+$19.2K)

Filed 2026-11-02

Midwest Trust Co

INCREASED

Shares2,988 from 2,796

Change+192 (+7%)

Value$1.0M (+$80.8K)

Filed 2026-10-22

Blue Trust, Inc.

DECREASED

Shares2,895 from 3,014

Change-119 (-4%)

Value$995.8K (-$25.0K)

Filed 2026-10-15

Citizens Financial Group Inc

INCREASED

Shares2,798 from 2,796

Change+2 (+0%)

Value$962.4K (+$15.3K)

Filed 2026-10-23

BXM Wealth LLC

UNCHANGED

Shares2,707 from 2,707

Change0 (0%)

Value$931.2K (+$14.3K)

Filed 2026-11-03

Studio Investment Management LLC

DECREASED

Shares2,696 from 3,307

Change-611 (-18%)

Value$927.4K (-$192.7K)

Filed 2026-10-22

Downshift Financial, LLC

UNCHANGED

Shares2,633 from 2,633

Change0 (0%)

Value$905.8K (+$13.9K)

Filed 2026-10-13

Retirement Financial Solutions, LLC

INCREASED

Shares2,500 from 2,493

Change+7 (+0%)

Value$859.9K (+$15.4K)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares2,479 from 2,479

Change0 (0%)

Value$852.8K (+$13.1K)

Filed 2026-11-05

Michels Family Financial, LLC

DECREASED

Shares2,438 from 2,489

Change-51 (-2%)

Value$838.6K (-$4.6K)

Filed 2026-11-02

Modera Wealth Management, LLC

UNCHANGED

Shares2,400 from 2,400

Change0 (0%)

Value$825.7K (+$12.7K)

Filed 2026-10-28

Chicago Partners Investment Group LLC

INCREASED

Shares2,295 from 2,294

Change+1 (+0%)

Value$788.3K (+$22.2K)

Filed 2026-10-27

Park Avenue Securities LLC

DECREASED

Shares2,211 from 2,213

Change-2 (0%)

Value$761 (-$749.2K)

Filed 2026-10-26

HB Wealth Management, LLC

INCREASED

Shares2,211 from 2,210

Change+1 (+0%)

Value$760.5K (+$11.7K)

Filed 2026-10-23

Avior Wealth Management, LLC

UNCHANGED

Shares2,103 from 2,103

Change0 (0%)

Value$723.4K (+$11.1K)

Filed 2026-10-13

Next Level Wealth Planning, LLC

UNCHANGED

Shares2,100 from 2,100

Change0 (0%)

Value$722.4K (+$11.1K)

Filed 2026-10-29

Highland Financial Advisors, LLC

UNCHANGED

Shares2,050 from 2,050

Change0 (0%)

Value$705.2K (+$10.8K)

Filed 2026-10-19

Spectrum Asset Management, Inc. (NB )

UNCHANGED

Shares2,009 from 2,009

Change0 (0%)

Value$691.1K (+$10.6K)

Filed 2026-10-19

Ullmann Wealth Partners Group, LLC

UNCHANGED

Shares1,930 from 1,930

Change0 (0%)

Value$663.9K (+$10.2K)

Filed 2026-11-02

Retirement Planning Group, LLC

UNCHANGED

Shares1,910 from 1,910

Change0 (0%)

Value$657.0K (+$10.1K)

Filed 2026-10-19

Base Wealth Management LLC

INCREASED

Shares1,908 from 1,904

Change+4 (+0%)

Value$656.4K (+$11.6K)

Filed 2026-10-21

Assetmark, Inc

INCREASED

Shares1,678 from 768

Change+910 (+118%)

Value$577.2K (+$317.1K)

Filed 2026-10-21

McKinley Carter Wealth Services, Inc.

UNCHANGED

Shares1,630 from 1,630

Change0 (0%)

Value$560.7K (+$8.6K)

Filed 2026-10-16

Fulton Bank, N.A.

DECREASED

Shares1,615 from 1,616

Change-1 (0%)

Value$555.6K (+$8.2K)

Filed 2026-10-14

TritonPoint Partners, LLC

DECREASED

Shares1,609 from 1,709

Change-100 (-6%)

Value$553.5K (-$25.4K)

Filed 2026-11-05

Narwhal Capital Management

UNCHANGED

Shares1,568 from 1,568

Change0 (0%)

Value$539.4K (+$8.3K)

Filed 2026-11-04

B. Riley Wealth Advisors, Inc.

INCREASED

Shares1,555 from 1,480

Change+75 (+5%)

Value$534.8K (+$37.4K)

Filed 2026-10-13

GC Wealth Management RIA, LLC

NEW

Shares1,524

Change+1,524

Value$524.3K

Filed 2026-11-02

M Holdings Securities, Inc.

NEW

Shares1,476

Change+1,476

Value$502

Filed 2026-11-03

Oakworth Capital, Inc.

UNCHANGED

Shares1,404 from 1,404

Change0 (0%)

Value$483.0K (+$8.4K)

Filed 2026-10-26

AA Financial Advisors, LLC

UNCHANGED

Shares1,388 from 1,388

Change0 (0%)

Value$477.4K (+$7.4K)

Filed 2026-10-19

W Advisors, LLC

UNCHANGED

Shares1,377 from 1,377

Change0 (0%)

Value$473.7K (+$7.3K)

Filed 2026-11-02

Destiny Wealth Partners, LLC

INCREASED

Shares1,375 from 1,371

Change+4 (+0%)

Value$467.8K (+$4.8K)

Filed 2026-11-05

Alliance Private Wealth, LLC

UNCHANGED

Shares1,351 from 1,351

Change0 (0%)

Value$464.7K (+$7.1K)

Filed 2026-10-20

Wilkins Investment Counsel Inc

UNCHANGED

Shares1,340 from 1,340

Change0 (0%)

Value$461.0K (+$7.1K)

Filed 2026-11-03

Oppenheimer & Co Inc

INCREASED

Shares1,339 from 1,180

Change+159 (+13%)

Value$460.6K (+$60.9K)

Filed 2026-10-26

Fifth Third Securities, Inc.

NEW

Shares1,320

Change+1,320

Value$454.1K

Filed 2026-10-21

Goelzer Investment Management, Inc.

DECREASED

Shares1,301 from 1,365

Change-64 (-5%)

Value$447.6K (-$14.8K)

Filed 2026-10-16

BIP Wealth, LLC

UNCHANGED

Shares1,296 from 1,296

Change0 (0%)

Value$445.8K (+$6.9K)

Filed 2026-10-22

Cooper S Advisors, LLC

UNCHANGED

Shares1,285 from 1,285

Change0 (0%)

Value$442.0K (+$6.8K)

Filed 2026-11-03

Deroy & Devereaux Private Investment Counsel Inc

UNCHANGED

Shares1,270 from 1,270

Change0 (0%)

Value$437 (-$429.6K)

Filed 2026-10-26

Tlwm

DECREASED

Shares1,237 from 1,309

Change-72 (-5%)

Value$425.5K (-$17.9K)

Filed 2026-10-09

Tranquility Partners, LLC

INCREASED

Shares1,204 from 1,201

Change+3 (+0%)

Value$414.2K (+$7.4K)

Filed 2026-10-20

J.W. Cole Advisors, Inc.

DECREASED

Shares1,200 from 1,221

Change-21 (-2%)

Value$412.8K (-$625)

Filed 2026-11-05

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$412.8K (+$6.3K)

Filed 2026-10-23

West Branch Capital LLC

UNCHANGED

Shares1,177 from 1,177

Change0 (0%)

Value$404.9K (+$6.2K)

Filed 2026-10-20

Mather Group, Llc.

UNCHANGED

Shares1,168 from 1,168

Change0 (0%)

Value$401.6K (+$6.2K)

Filed 2026-10-14

Williams & Novak Wealth Management, LLC

DECREASED

Shares1,137 from 1,222

Change-85 (-7%)

Value$391.2K (-$22.8K)

Filed 2026-10-09

Hendershot Investments Inc.

NEW

Shares1,136

Change+1,136

Value$390.8K

Filed 2026-11-05

Nemes Rush Group LLC

INCREASED

Shares1,133 from 1,130

Change+3 (+0%)

Value$389.8K (+$7.0K)

Filed 2026-11-04

KTF Investments, LLC

DECREASED

Shares1,132 from 1,172

Change-40 (-3%)

Value$389.4K (-$7.6K)

Filed 2026-10-23

Aerodigm Wealth, LLC

UNCHANGED

Shares1,130 from 1,130

Change0 (0%)

Value$388.7K (+$6.0K)

Filed 2026-10-16

Simplicity Wealth,LLC

NEW

Shares1,103

Change+1,103

Value$379.5K

Filed 2026-10-23

Zenith Solutions, Inc.

UNCHANGED

Shares1,090 from 1,090

Change0 (0%)

Value$374.9K (+$5.8K)

Filed 2026-10-19

Cyndeo Wealth Partners, LLC

UNCHANGED

Shares1,087 from 1,087

Change0 (0%)

Value$373.8K (+$5.7K)

Filed 2026-10-16

Prospera Capital Management, LLC

UNCHANGED

Shares1,084 from 1,084

Change0 (0%)

Value$372.9K (+$3.8K)

Filed 2026-10-19

Farther Finance Advisors, LLC

UNCHANGED

Shares1,082 from 1,082

Change0 (0%)

Value$372.2K (+$5.7K)

Filed 2026-10-08

Prospera Financial Services Inc

DECREASED

Shares1,035 from 1,393

Change-358 (-26%)

Value$355.2K (-$118.4K)

Filed 2026-11-04

Global Strategic Investment Solutions, LLC

INCREASED

Shares1,028 from 1,026

Change+2 (+0%)

Value$353.6K (+$5.9K)

Filed 2026-10-16

Heritage Family Offices, LLP

UNCHANGED

Shares1,002 from 1,002

Change0 (0%)

Value$344.7K (+$5.3K)

Filed 2026-11-02

Ellis Investment Partners, LLC

INCREASED

Shares980 from 887

Change+93 (+10%)

Value$337.5K (+$37.0K)

Filed 2026-10-21

TD Waterhouse Canada Inc.

INCREASED

Shares942 from 784

Change+158 (+20%)

Value$325.0K (+$59.9K)

Filed 2026-10-16

CoreCap Advisors, LLC

INCREASED

Shares915 from 793

Change+122 (+15%)

Value$314.9K (+$46.2K)

Filed 2026-10-08

Redhawk Wealth Advisors, Inc.

UNCHANGED

Shares910 from 910

Change0 (0%)

Value$313.2K (+$4.8K)

Filed 2026-10-14

Snider Financial Group

DECREASED

Shares905 from 1,440

Change-535 (-37%)

Value$311.3K (-$176.4K)

Filed 2026-10-16

MMA Asset Management LLC

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$309.6K (+$4.8K)

Filed 2026-11-02

Hazlett, Burt & Watson, Inc.

DECREASED

Shares896 from 901

Change-5 (-1%)

Value$307 (-$287.7K)

Filed 2026-11-04

One Day In July LLC

UNCHANGED

Shares892 from 892

Change0 (0%)

Value$306.8K (+$4.7K)

Filed 2026-10-30

Advisory Solutions Group, LLC

NEW

Shares883

Change+883

Value$303.8K

Filed 2026-10-14

Northwest Wealth Advisors, LLC

INCREASED

Shares881 from 879

Change+2 (+0%)

Value$303.0K (+$5.4K)

Filed 2026-11-02

Emergent Wealth Advisors, LLC

UNCHANGED

Shares865 from 865

Change0 (0%)

Value$297.6K (+$4.6K)

Filed 2026-10-09

Private Management Group Inc

UNCHANGED

Shares844 from 844

Change0 (0%)

Value$290.3K (+$4.5K)

Filed 2026-11-04

Stanich Group LLC

UNCHANGED

Shares841 from 841

Change0 (0%)

Value$289.3K (+$4.4K)

Filed 2026-10-16

Aspiriant, LLC

INCREASED

Shares835 from 635

Change+200 (+32%)

Value$287.2K (+$72.2K)

Filed 2026-10-16

Brookstone Capital Management

INCREASED

Shares825 from 824

Change+1 (+0%)

Value$283.7K (+$4.5K)

Filed 2026-10-22

Solidarity Wealth, LLC

UNCHANGED

Shares824 from 824

Change0 (0%)

Value$283.5K (+$4.4K)

Filed 2026-10-15

Abacus Planning Group, Inc.

UNCHANGED

Shares807 from 807

Change0 (0%)

Value$277.6K (+$4.3K)

Filed 2026-11-02

Berkeley, Inc

UNCHANGED

Shares806 from 806

Change0 (0%)

Value$277.3K (+$4.3K)

Filed 2026-10-20

Matauro, LLC

INCREASED

Shares795 from 787

Change+8 (+1%)

Value$273.5K (+$6.9K)

Filed 2026-11-03

Inspirion Wealth Advisors, LLC

UNCHANGED

Shares787 from 787

Change0 (0%)

Value$270.7K (+$4.7K)

Filed 2026-10-09

S.E.E.D. Planning Group LLC

NEW

Shares772

Change+772

Value$265.6K

Filed 2026-10-07

Fragasso Financial Advisors Inc

NEW

Shares768

Change+768

Value$270.0K

Filed 2026-10-13

Capital Investment Advisory Services, LLC

DECREASED

Shares767 from 1,016

Change-249 (-25%)

Value$263.7K (-$80.4K)

Filed 2026-10-30

Beaumont Asset Management, L.L.C.

UNCHANGED

Shares748 from 748

Change0 (0%)

Value$257.3K (+$3.9K)

Filed 2026-10-16

Tenzing Financial LLC

INCREASED

Shares745 from 742

Change+3 (+0%)

Value$257.7K (+$5.1K)

Filed 2026-11-03

Adirondack Trust Co

UNCHANGED

Shares734 from 734

Change0 (0%)

Value$252.5K (+$3.9K)

Filed 2026-10-14

Intrua Financial, LLC

DECREASED

Shares696 from 796

Change-100 (-13%)

Value$239.4K (-$30.2K)

Filed 2026-10-28

Lido Advisors, LLC

NEW

Shares691

Change+691

Value$237.9K

Filed 2026-11-04

DeLarme Wealth Management, Inc.

UNCHANGED

Shares679 from 679

Change0 (0%)

Value$233.6K (+$3.6K)

Filed 2026-10-30

OpenArc Corporate Advisory, LLC

INCREASED

Shares675 from 674

Change+1 (+0%)

Value$232.4K (+$4.0K)

Filed 2026-10-21

American Capital Advisory, LLC

INCREASED

Shares655 from 654

Change+1 (+0%)

Value$225.2K (+$3.5K)

Filed 2026-10-28

Sowell Financial Services LLC

UNCHANGED

Shares652 from 652

Change0 (0%)

Value$224.3K (+$3.4K)

Filed 2026-10-23

Access Investment Management LLC

UNCHANGED

Shares642 from 642

Change0 (0%)

Value$220.8K (+$3.4K)

Filed 2026-10-23

Postrock Partners LLC

NEW

Shares630

Change+630

Value$216.7K

Filed 2026-11-02

Belvedere Trading LLC

NEW

Shares625

Change+625

Value$215.0K

Filed 2026-11-05

Everett Harris & Co

UNCHANGED

Shares625 from 625

Change0 (0%)

Value$215.0K (+$3.3K)

Filed 2026-10-28

DT Investment Partners, LLC

UNCHANGED

Shares621 from 621

Change0 (0%)

Value$213.6K (+$3.3K)

Filed 2026-10-27

RDA Financial Network

DECREASED

Shares596 from 660

Change-64 (-10%)

Value$205.0K (-$18.7K)

Filed 2026-10-15

JIM Saulnier & Associates, LLC

NEW

Shares590

Change+590

Value$202.9K

Filed 2026-11-04

Financial Management Professionals, Inc.

UNCHANGED

Shares569 from 569

Change0 (0%)

Value$195.7K (+$3.0K)

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

DECREASED

Shares547 from 550

Change-3 (-1%)

Value$188.2K (+$1.9K)

Filed 2026-11-03

Cullen T Bankers, Inc.

INCREASED

Shares507 from 345

Change+162 (+47%)

Value$174.4K (+$57.6K)

Filed 2026-10-28

SBI Securities Co., Ltd.

INCREASED

Shares254 from 222

Change+32 (+14%)

Value$87.4K (+$12.2K)

Filed 2026-10-22

Root Financial Partners, LLC

NEW

Shares156

Change+156

Value$53.8K

Filed 2026-10-21

Ashton Thomas Securities, LLC

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$53.3K (+$818)

Filed 2026-10-26

Biltmore Family Office, LLC

UNCHANGED

Shares133 from 133

Change0 (0%)

Value$45.8K (+$702)

Filed 2026-11-03

Ascentis Independent Advisors

NEW

Shares108

Change+108

Value$37.2K

Filed 2026-11-03

AlphaCore Capital LLC

UNCHANGED

Shares105 from 105

Change0 (0%)

Value$36.1K (+$554)

Filed 2026-11-04

Farmers & Merchants Investments Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$34.4K (+$528)

Filed 2026-10-22

Simplex Trading, LLC

NEW

Shares68

Change+68

Value$23.4K

Filed 2026-11-04

Elevation Wealth Partners, LLC

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$21.0K (+$375)

Filed 2026-10-07

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$17.5K (+$269)

Filed 2026-10-27

City State Bank

NEW

Shares35

Change+35

Value$12.0K

Filed 2026-10-20

Trust Co of Vermont

NEW

Shares33

Change+33

Value$11.4K

Filed 2026-10-21

Central Pacific Bank - Trust Division

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$10.7K (+$164)

Filed 2026-10-06

Tounjian Advisory Partners, LLC

NEW

Shares25

Change+25

Value$8.6K

Filed 2026-11-04

Center for Financial Planning, Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$8.6K (+$132)

Filed 2026-10-26

Capital Advisors, Ltd. LLC

INCREASED

Shares24 from 2

Change+22 (+1100%)

Value$8 (+$7)

Filed 2026-10-27

Maseco LLP

DECREASED

Shares24 from 36

Change-12 (-33%)

Value$8.3K (-$3.9K)

Filed 2026-10-27

Kings Path Partners LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$7.2K (+$128)

Filed 2026-10-21

Rossby Financial, LCC

NEW

Shares20

Change+20

Value$6.9K

Filed 2026-11-05

Nfsg Corp

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$6.9K (+$106)

Filed 2026-10-15

Abound Wealth Management

NEW

Shares15

Change+15

Value$5.2K

Filed 2026-10-26

Trust Co

NEW

Shares13

Change+13

Value$4.5K

Filed 2026-10-09

Pflug Koory, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$4.2K (+$65)

Filed 2026-10-26

Signaturefd, LLC

NEW

Shares6

Change+6

Value$2.1K

Filed 2026-10-23

Balance Wealth Partners LLC

NEW

Shares3

Change+3

Value$1.0K

Filed 2026-10-27

Friedenthal Financial

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$701 (+$12)

Filed 2026-10-27

Independent Wealth Network Inc.

CLOSED

Shares0 from 1,988

Change-1,988 (-100%)

Value$0 (-$673.4K)

Filed 2026-10-19

Fortitude Family Office, LLC

CLOSED

Shares0 from 1,483

Change-1,483 (-100%)

Value$0 (-$502.3K)

Filed 2026-10-14

Pacific Excel Wealth Advisors, Inc.

CLOSED

Shares0 from 1,002

Change-1,002 (-100%)

Value$0 (-$339.4K)

Filed 2026-10-27

WBI Investments, LLC

CLOSED

Shares0 from 892

Change-892 (-100%)

Value$0 (-$302.3K)

Filed 2026-11-05

Krilogy Financial LLC

CLOSED

Shares0 from 722

Change-722 (-100%)

Value$0 (-$244.6K)

Filed 2026-10-13

International Assets Investment Management, LLC

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$15.9K)

Filed 2026-11-02

Elevate Wealth Advisory, Inc

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$2.7K)

Filed 2026-10-29

Robinswood Financial LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-20

Morgan Stanley

N/A

Shares— from 1,447,810

Change-1,447,810 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 834,987

Change-834,987 (-100%)

Value—

FMR LLC

N/A

Shares— from 727,608

Change-727,608 (-100%)

Value—

UBS Group AG

N/A

Shares— from 679,587

Change-679,587 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 519,135

Change-519,135 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 472,836

Change-472,836 (-100%)

Value—

Jordan Park Group LLC

N/A

Shares— from 432,391

Change-432,391 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 320,828

Change-320,828 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 294,301

Change-294,301 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 287,674

Change-287,674 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 256,565

Change-256,565 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 250,978

Change-250,978 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 223,611

Change-223,611 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 212,940

Change-212,940 (-100%)

Value—

Colter Lewis Investment Partners LLC

N/A

Shares— from 185,576

Change-185,576 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 176,755

Change-176,755 (-100%)

Value—

Hilltop Partners LLC

N/A

Shares— from 138,127

Change-138,127 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 126,472

Change-126,472 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 125,051

Change-125,051 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 116,860

Change-116,860 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 112,042

Change-112,042 (-100%)

Value—

Hirtle & Co., LLC

N/A

Shares— from 105,694

Change-105,694 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 99,482

Change-99,482 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 96,431

Change-96,431 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 80,637

Change-80,637 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 76,622

Change-76,622 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 76,260

Change-76,260 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 73,816

Change-73,816 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 69,623

Change-69,623 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 64,114

Change-64,114 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 60,641

Change-60,641 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 50,499

Change-50,499 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 45,225

Change-45,225 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 44,773

Change-44,773 (-100%)

Value—

Pitcairn Wealth Advisors LLC

N/A

Shares— from 42,892

Change-42,892 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 40,358

Change-40,358 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 38,925

Change-38,925 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 33,698

Change-33,698 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 33,694

Change-33,694 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 31,881

Change-31,881 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 31,718

Change-31,718 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 30,880

Change-30,880 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 30,736

Change-30,736 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 29,929

Change-29,929 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 29,688

Change-29,688 (-100%)

Value—

FourThought Financial Partners, LLC

N/A

Shares— from 28,769

Change-28,769 (-100%)

Value—

Commerce Bank

N/A

Shares— from 27,318

Change-27,318 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 25,435

Change-25,435 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 25,254

Change-25,254 (-100%)

Value—

Capstone Financial Advisors, Inc.

N/A

Shares— from 22,634

Change-22,634 (-100%)

Value—

Alesco Advisors, LLC, An ESL Co

N/A

Shares— from 22,119

Change-22,119 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 21,917

Change-21,917 (-100%)

Value—

Note Advisors, LLC

N/A

Shares— from 21,373

Change-21,373 (-100%)

Value—

Brown Financial Advisory

N/A

Shares— from 21,172

Change-21,172 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 20,394

Change-20,394 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 19,114

Change-19,114 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 17,674

Change-17,674 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 17,633

Change-17,633 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 17,451

Change-17,451 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 17,412

Change-17,412 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 16,786

Change-16,786 (-100%)

Value—

Francis Financial, Inc.

N/A

Shares— from 16,268

Change-16,268 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 15,448

Change-15,448 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 14,048

Change-14,048 (-100%)

Value—

Cambridge Associates LLC

N/A

Shares— from 13,818

Change-13,818 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 12,654

Change-12,654 (-100%)

Value—

Tradewinds, Llc.

N/A

Shares— from 12,404

Change-12,404 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 11,471

Change-11,471 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 10,126

Change-10,126 (-100%)

Value—

Brio Consultants, LLC

N/A

Shares— from 9,915

Change-9,915 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 9,881

Change-9,881 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 9,090

Change-9,090 (-100%)

Value—

Quantum Capital Management, LLC / NJ

N/A

Shares— from 8,578

Change-8,578 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 8,140

Change-8,140 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 7,840

Change-7,840 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 7,827

Change-7,827 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 7,495

Change-7,495 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 7,479

Change-7,479 (-100%)

Value—

Retirement Planning Group, LLC / NY

N/A

Shares— from 7,470

Change-7,470 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 7,361

Change-7,361 (-100%)

Value—

Blair William & Co

N/A

Shares— from 7,289

Change-7,289 (-100%)

Value—

Formulate Financial LLC

N/A

Shares— from 7,262

Change-7,262 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 7,259

Change-7,259 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 6,926

Change-6,926 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,395

Change-6,395 (-100%)

Value—

Mitchell Mcleod Pugh & Williams Inc

N/A

Shares— from 6,177

Change-6,177 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,043

Change-6,043 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,039

Change-6,039 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 5,979

Change-5,979 (-100%)

Value—

Twin Focus Capital Partners, LLC

N/A

Shares— from 5,565

Change-5,565 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 5,238

Change-5,238 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 5,106

Change-5,106 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 5,009

Change-5,009 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 4,939

Change-4,939 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 4,912

Change-4,912 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 4,686

Change-4,686 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 4,680

Change-4,680 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 4,250

Change-4,250 (-100%)

Value—

American Investment Services, Inc.

N/A

Shares— from 4,240

Change-4,240 (-100%)

Value—

Endeavor Private Wealth, Inc.

N/A

Shares— from 4,160

Change-4,160 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,838

Change-3,838 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 3,836

Change-3,836 (-100%)

Value—

Wick Capital Partners, LLC

N/A

Shares— from 3,728

Change-3,728 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,673

Change-3,673 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,649

Change-3,649 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 3,579

Change-3,579 (-100%)

Value—

Golden Road Advisors LLC

N/A

Shares— from 3,520

Change-3,520 (-100%)

Value—

Becker Capital Management Inc

N/A

Shares— from 3,480

Change-3,480 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,370

Change-3,370 (-100%)

Value—

Mairs & Power Inc

N/A

Shares— from 3,270

Change-3,270 (-100%)

Value—

Bawa N Mallick Trust

N/A

Shares— from 3,250

Change-3,250 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 3,172

Change-3,172 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 3,151

Change-3,151 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 2,870

Change-2,870 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,775

Change-2,775 (-100%)

Value—

&partners

N/A

Shares— from 2,768

Change-2,768 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 2,758

Change-2,758 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,714

Change-2,714 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 2,692

Change-2,692 (-100%)

Value—

Heartland Bank & Trust Co

N/A

Shares— from 2,684

Change-2,684 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 2,663

Change-2,663 (-100%)

Value—

Fiducient Advisors LLC

N/A

Shares— from 2,458

Change-2,458 (-100%)

Value—

Betterment LLC

N/A

Shares— from 2,441

Change-2,441 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 2,405

Change-2,405 (-100%)

Value—

Madden Advisory Services, Inc.

N/A

Shares— from 2,346

Change-2,346 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 2,291

Change-2,291 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 2,040

Change-2,040 (-100%)

Value—

HBK Sorce Advisory LLC

N/A

Shares— from 1,885

Change-1,885 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 1,858

Change-1,858 (-100%)

Value—

Monograph Wealth Advisors, LLC

N/A

Shares— from 1,855

Change-1,855 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 1,854

Change-1,854 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,833

Change-1,833 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 1,719

Change-1,719 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 1,714

Change-1,714 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 1,658

Change-1,658 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 1,657

Change-1,657 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 1,643

Change-1,643 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 1,588

Change-1,588 (-100%)

Value—

Vermillion & White Wealth Management Group, LLC

N/A

Shares— from 1,544

Change-1,544 (-100%)

Value—

Osborne Partners Capital Management, LLC

N/A

Shares— from 1,514

Change-1,514 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 1,493

Change-1,493 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,478

Change-1,478 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 1,463

Change-1,463 (-100%)

Value—

Strategic Financial Services, Inc.

N/A

Shares— from 1,425

Change-1,425 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 1,390

Change-1,390 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 1,382

Change-1,382 (-100%)

Value—

Cabot Wealth Management Inc

N/A

Shares— from 1,382

Change-1,382 (-100%)

Value—

BBR Partners, LLC

N/A

Shares— from 1,373

Change-1,373 (-100%)

Value—

Marble Wealth, LLC

N/A

Shares— from 1,367

Change-1,367 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 1,343

Change-1,343 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 1,337

Change-1,337 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 1,277

Change-1,277 (-100%)

Value—

Brogan Financial, Inc.

N/A

Shares— from 1,274

Change-1,274 (-100%)

Value—

Teachers Insurance & Annuity Association of America

N/A

Shares— from 1,248

Change-1,248 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 1,209

Change-1,209 (-100%)

Value—

Hardy Reed LLC

N/A

Shares— from 1,205

Change-1,205 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 1,136

Change-1,136 (-100%)

Value—

Tandem Financial, LLC

N/A

Shares— from 1,124

Change-1,124 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 1,119

Change-1,119 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 1,054

Change-1,054 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 960

Change-960 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 959

Change-959 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 933

Change-933 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 916

Change-916 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 885

Change-885 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 845

Change-845 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 840

Change-840 (-100%)

Value—

Headinvest, LLC

N/A

Shares— from 825

Change-825 (-100%)

Value—

Nicholson Meyer Capital Management, Inc.

N/A

Shares— from 820

Change-820 (-100%)

Value—

Okabena Investment Services Inc

N/A

Shares— from 805

Change-805 (-100%)

Value—

Valtrion Capital Management, LLC

N/A

Shares— from 784

Change-784 (-100%)

Value—

1ST Source Bank

N/A

Shares— from 778

Change-778 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 776

Change-776 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 770

Change-770 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 765

Change-765 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 760

Change-760 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 714

Change-714 (-100%)

Value—

Chevy Chase Trust Holdings, LLC

N/A

Shares— from 705

Change-705 (-100%)

Value—

Astra Wealth Partners LLC

N/A

Shares— from 701

Change-701 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 701

Change-701 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Fort Sheridan Advisors LLC

N/A

Shares— from 696

Change-696 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 690

Change-690 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 686

Change-686 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 685

Change-685 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 680

Change-680 (-100%)

Value—

Range Advisory, LLC

N/A

Shares— from 660

Change-660 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 656

Change-656 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 629

Change-629 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 621

Change-621 (-100%)

Value—

Baltimore-Washington Financial Advisors, Inc.

N/A

Shares— from 605

Change-605 (-100%)

Value—

Alpha Zero LLC

N/A

Shares— from 597

Change-597 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 549

Change-549 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 531

Change-531 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 509

Change-509 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 496

Change-496 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 426

Change-426 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 392

Change-392 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 389

Change-389 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 350

Change-350 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 348

Change-348 (-100%)

Value—

Rice Partnership, LLC

N/A

Shares— from 243

Change-243 (-100%)

Value—

Fort Vancouver Investment Management, LLC

N/A

Shares— from 214

Change-214 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 158

Change-158 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 145

Change-145 (-100%)

Value—

Westend Capital Management, LLC

N/A

Shares— from 110

Change-110 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 100

Change-100 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 68

Change-68 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 34

Change-34 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 20

Change-20 (-100%)

Value—

Merrithew & Thorsten Inc

N/A

Shares— from 19

Change-19 (-100%)

Value—

Matrix Private Capital Group LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
RED Cedar Investment Management, LLC	INCREASED	509,700	507,403	+2,297	+0%	$171.9M	$175.3M	+$3.5M	2026-11-04
Apella Capital, LLC	INCREASED	473,977	359,515	+114,462	+32%	$121.8M	$166.3M	+$44.5M	2026-10-08
Bank of New York Mellon Corp	DECREASED	456,816	483,139	-26,323	-5%	$163.6M	$157.1M	-$6.5M	2026-11-05
Citigroup Inc	DECREASED	409,499	459,097	-49,598	-11%	$155.5M	$140.9M	-$14.6M	2026-11-04
Flower City Capital	INCREASED	251,479	244,063	+7,416	+3%	$82.7M	$86.5M	+$3.8M	2026-10-15
Sherrill & Hutchins Financial Advisory, Inc	DECREASED	152,949	155,798	-2,849	-2%	$52.8M	$52.6M	-$157.5K	2026-10-14
Heartwood Wealth Advisors LLC	DECREASED	149,728	150,400	-672	0%	$50.9M	$51.5M	+$562.9K	2026-10-05
Old National Bancorp	DECREASED	106,185	111,935	-5,750	-5%	$37.9M	$36.5M	-$1.4M	2026-10-20
Aprio Wealth Management, LLC	NEW	93,069	—	+93,069	—	—	$32.0M	—	2026-10-28
Keybank National Association	DECREASED	80,717	85,086	-4,369	-5%	$28.8M	$27.8M	-$1.1M	2026-11-04
Choreo, LLC	INCREASED	80,692	77,331	+3,361	+4%	$26.2M	$27.8M	+$1.6M	2026-10-28
Cherrydale Wealth Management, LLC	INCREASED	76,961	75,506	+1,455	+2%	$25.6M	$26.5M	+$899.9K	2026-10-20
1900 Wealth Management LLC	INCREASED	74,487	74,306	+181	+0%	$25.2M	$25.6M	+$454.6K	2026-10-13
Parkside Financial Bank & Trust	INCREASED	72,140	69,377	+2,763	+4%	$23.5M	$24.8M	+$1.3M	2026-10-27
Stegner Investment Associates Inc.	INCREASED	67,327	67,323	+4	+0%	$22.8M	$23.2M	+$356.9K	2026-10-15
Wealth Enhancement Advisory Services, LLC	INCREASED	65,798	62,305	+3,493	+6%	$21.3M	$23.0M	+$1.7M	2026-10-13
Opus Capital Group, LLC	DECREASED	62,123	62,628	-505	-1%	$21.2M	$21.4K	-$21.2M	2026-10-30
Arbor Investment Advisors, LLC	DECREASED	52,257	53,349	-1,092	-2%	$18.1M	$18.0M	-$94.1K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	45,295	45,145	+150	+0%	$15.3M	$15.6K	-$15.3M	2026-11-02
Fort Washington Investment Advisors Inc	INCREASED	40,642	26,626	+14,016	+53%	$9.0M	$14.0M	+$5.0M	2026-10-15
Thrivent Financial for Lutherans	INCREASED	35,882	29,211	+6,671	+23%	$9.9M	$12.3K	-$9.9M	2026-11-05
Creative Planning	INCREASED	33,510	32,384	+1,126	+3%	$11.0M	$11.5M	+$558.5K	2026-11-02
Thrive Wealth Management, LLC	DECREASED	30,433	30,625	-192	-1%	$10.4M	$10.5M	+$95.6K	2026-10-13
Founders Capital Management, LLC	UNCHANGED	30,204	30,204	0	0%	$10.2M	$10.4M	+$159.5K	2026-10-23
Halbert Hargrove Global Advisors, LLC	DECREASED	29,845	30,154	-309	-1%	$10.2M	$10.3M	+$53.2K	2026-10-16
Owl Creek Wealth Partners LLC	DECREASED	29,531	29,573	-42	0%	$10.0M	$10.2M	+$141.8K	2026-10-20
Crusonia Wealth Advisors LLC	DECREASED	26,956	27,524	-568	-2%	$9.3M	$9.3M	-$50.1K	2026-10-26
Commonwealth Equity Services, LLC	INCREASED	26,606	25,789	+817	+3%	$8.7M	$9.2M	+$417.2K	2026-11-02
Navigate Wealth Management, LLC	INCREASED	26,574	26,535	+39	+0%	$8.9M	$9.3M	+$413.9K	2026-10-14
Nova R Wealth, Inc.	DECREASED	26,118	26,655	-537	-2%	$9.0M	$9.0M	-$43.8K	2026-10-26
SoundView Advisors Inc.	DECREASED	22,476	22,491	-15	0%	$7.6M	$7.7K	-$7.6M	2026-11-04
Precedent Wealth Partners, LLC	INCREASED	22,427	21,793	+634	+3%	$7.4M	$7.7M	+$333.2K	2026-10-21
Hapanowicz & Associates Financial Services, Inc	DECREASED	20,308	21,485	-1,177	-5%	$7.3M	$7.0M	-$291.0K	2026-10-29
Truist Financial Corp	INCREASED	17,864	15,459	+2,405	+16%	$5.2M	$6.1M	+$909.2K	2026-10-30
Lpwm LLC	INCREASED	17,126	16,780	+346	+2%	$5.7M	$5.9M	+$207.6K	2026-10-20
CMH Wealth Management LLC	INCREASED	16,329	15,258	+1,071	+7%	$5.2M	$5.6M	+$449.0K	2026-10-22
Brooklyn FI, LLC	DECREASED	16,282	19,425	-3,143	-16%	$6.6M	$5.6M	-$920.7K	2026-11-05
Aaron Wealth Advisors LLC	DECREASED	16,027	17,861	-1,834	-10%	$6.0M	$5.5M	-$536.5K	2026-10-13
Regions Financial Corp	UNCHANGED	15,137	15,137	0	0%	$5.1M	$5.2M	+$79.9K	2026-11-05
Nadler Financial Group, Inc.	DECREASED	11,560	11,725	-165	-1%	$4.0M	$4.0M	+$5.1K	2026-10-23
Sapient Capital LLC	DECREASED	11,291	13,229	-1,938	-15%	$4.5M	$3.9M	-$596.8K	2026-10-08
Sachem Hill LLC	INCREASED	11,271	9,846	+1,425	+14%	$3.3M	$3.9M	+$542.2K	2026-10-14
Sigma Planning Corp	INCREASED	10,963	10,468	+495	+5%	$3.5M	$3.8M	+$225.6K	2026-10-23
Parallel Advisors, LLC	UNCHANGED	10,235	10,235	0	0%	$3.5M	$3.5M	+$54.0K	2026-11-03
Kestra Advisory Services, LLC	INCREASED	9,907	9,588	+319	+3%	$3.2M	$3.4M	+$160.4K	2026-11-02
AMG National Trust Bank	INCREASED	9,842	9,527	+315	+3%	$3.2M	$3.4M	+$158.7K	2026-11-05
Ballast Rock Private Wealth LLC	INCREASED	9,470	8,279	+1,191	+14%	$2.8M	$3.3M	+$453.4K	2026-10-26
Vigilare Wealth Management	INCREASED	9,143	8,771	+372	+4%	$3.0M	$3.1M	+$174.3K	2026-10-29
Enclave Advisors LLC	UNCHANGED	9,051	9,051	0	0%	$3.1M	$3.1M	+$47.8K	2026-10-14
Arsenal Capital Advisors LLC	INCREASED	8,875	8,183	+692	+8%	$2.8M	$3.1M	+$281.2K	2026-11-02
Fifth Third Wealth Advisors LLC	DECREASED	8,715	8,825	-110	-1%	$3.0M	$3.0M	+$8.8K	2026-10-22
JFS Wealth Advisors, LLC	UNCHANGED	8,595	8,595	0	0%	$2.9M	$3.0M	+$45.4K	2026-11-03
Carroll Advisory Group, LLC	DECREASED	8,115	8,151	-36	0%	$2.8M	$2.8M	+$30.8K	2026-10-16
Flagship Harbor Advisors, LLC	INCREASED	7,199	7,127	+72	+1%	$2.4M	$2.5M	+$62.4K	2026-10-26
Lotus Asset Management LLC	UNCHANGED	7,198	7,198	0	0%	$2.4M	$2.5M	+$38.0K	2026-10-14
Wealthcare Advisory Partners LLC	INCREASED	7,134	6,909	+225	+3%	$2.3M	$2.5M	+$113.9K	2026-10-21
Landmark Wealth Management, LLC	DECREASED	7,040	7,152	-112	-2%	$2.4M	$2.4M	-$792	2026-11-03
AdvisorNet Financial, Inc	DECREASED	6,609	6,754	-145	-2%	$2.3M	$2.3M	+$8.2K	2026-10-15
Parsons Capital Management Inc	INCREASED	5,887	5,610	+277	+5%	$1.9M	$2.0M	+$124.8K	2026-10-28
TD Private Client Wealth LLC	DECREASED	5,694	6,219	-525	-8%	$2.1M	$2.0M	-$147.8K	2026-10-28
Verus Wealth Management, LLC	DECREASED	5,584	5,729	-145	-3%	$1.9M	$1.9M	-$19.6K	2026-10-13
Royal Fund Management, LLC	DECREASED	5,499	5,566	-67	-1%	$1.9M	$1.9M	+$6.1K	2026-10-22
Concurrent Investment Advisors, LLC	INCREASED	5,450	5,274	+176	+3%	$1.8M	$1.9M	+$88.2K	2026-10-16
Indivisible Partners	UNCHANGED	5,338	5,338	0	0%	$1.8M	$1.8M	+$28.2K	2026-10-26
Atria Investments, Inc	INCREASED	5,304	4,595	+709	+15%	$1.6M	$1.8M	+$268.2K	2026-10-15
ETF Portfolio Partners, Inc.	UNCHANGED	5,225	5,225	0	0%	$1.8M	$1.8M	+$27.6K	2026-10-22
Vise Technologies, Inc.	INCREASED	4,956	4,754	+202	+4%	$1.6M	$1.7M	+$94.7K	2026-10-29
MGO One Seven LLC	INCREASED	4,819	4,761	+58	+1%	$1.6M	$1.7M	+$45.1K	2026-10-28
Berkshire Money Management, Inc.	NEW	4,777	—	+4,777	—	—	$1.6M	—	2026-10-21
Anson Capital, Inc.	DECREASED	4,594	4,632	-38	-1%	$1.6M	$1.6M	+$11.5K	2026-10-23
Welch Group, LLC	UNCHANGED	4,222	4,222	0	0%	$1.4M	$1.5M	+$22.3K	2026-10-29
PFW Advisors LLC	DECREASED	4,144	4,227	-83	-2%	$1.4M	$1.4M	-$6.2K	2026-10-07
Blackston Financial Advisory Group, LLC	DECREASED	4,107	4,516	-409	-9%	$1.5M	$1.4M	-$116.8K	2026-11-04
Indiana Trust & Investment Management Co	UNCHANGED	4,075	4,075	0	0%	$1.4M	$1.4M	+$21.5K	2026-10-22
Compass Financial Group, Inc	UNCHANGED	4,069	4,069	0	0%	$1.4M	$1.4M	+$21.5K	2026-10-13
Accurate Wealth Management, LLC	INCREASED	3,790	3,087	+703	+23%	$1.1M	$1.3M	+$276.8K	2026-10-20
Foster Dykema Cabot & Partners, LLC	NEW	3,634	—	+3,634	—	—	$1.3M	—	2026-10-30
Kestra Private Wealth Services, LLC	INCREASED	3,622	2,348	+1,274	+54%	$795.3K	$1.2M	+$450.8K	2026-10-30
Crane Advisory, LLC	UNCHANGED	3,468	3,468	0	0%	$1.2M	$1.2M	+$35.8K	2026-10-13
Segment Wealth Management, LLC	UNCHANGED	3,424	3,424	0	0%	$1.2M	$1.2M	+$18.1K	2026-10-26
Daymark Wealth Partners, LLC	UNCHANGED	3,358	3,358	0	0%	$1.1M	$1.2M	+$17.7K	2026-11-04
River's Edge Wealth Management, LLC	INCREASED	3,202	3,186	+16	+1%	$1.1M	$1.1M	+$16.0K	2026-10-19
Compass Wealth Management LLC	UNCHANGED	3,125	3,125	0	0%	$1.1M	$1.1M	+$16.5K	2026-10-22
Certuity, LLC	INCREASED	3,119	3,111	+8	+0%	$1.1M	$1.1M	+$19.2K	2026-11-02
Midwest Trust Co	INCREASED	2,988	2,796	+192	+7%	$947.1K	$1.0M	+$80.8K	2026-10-22
Blue Trust, Inc.	DECREASED	2,895	3,014	-119	-4%	$1.0M	$995.8K	-$25.0K	2026-10-15
Citizens Financial Group Inc	INCREASED	2,798	2,796	+2	+0%	$947.1K	$962.4K	+$15.3K	2026-10-23
BXM Wealth LLC	UNCHANGED	2,707	2,707	0	0%	$916.9K	$931.2K	+$14.3K	2026-11-03
Studio Investment Management LLC	DECREASED	2,696	3,307	-611	-18%	$1.1M	$927.4K	-$192.7K	2026-10-22
Downshift Financial, LLC	UNCHANGED	2,633	2,633	0	0%	$891.9K	$905.8K	+$13.9K	2026-10-13
Retirement Financial Solutions, LLC	INCREASED	2,500	2,493	+7	+0%	$844.5K	$859.9K	+$15.4K	2026-10-20
US Bancorp \de\	UNCHANGED	2,479	2,479	0	0%	$839.7K	$852.8K	+$13.1K	2026-11-05
Michels Family Financial, LLC	DECREASED	2,438	2,489	-51	-2%	$843.2K	$838.6K	-$4.6K	2026-11-02
Modera Wealth Management, LLC	UNCHANGED	2,400	2,400	0	0%	$813.0K	$825.7K	+$12.7K	2026-10-28
Chicago Partners Investment Group LLC	INCREASED	2,295	2,294	+1	+0%	$766.1K	$788.3K	+$22.2K	2026-10-27
Park Avenue Securities LLC	DECREASED	2,211	2,213	-2	0%	$750.0K	$761	-$749.2K	2026-10-26
HB Wealth Management, LLC	INCREASED	2,211	2,210	+1	+0%	$748.9K	$760.5K	+$11.7K	2026-10-23
Avior Wealth Management, LLC	UNCHANGED	2,103	2,103	0	0%	$712.3K	$723.4K	+$11.1K	2026-10-13
Next Level Wealth Planning, LLC	UNCHANGED	2,100	2,100	0	0%	$711.3K	$722.4K	+$11.1K	2026-10-29
Highland Financial Advisors, LLC	UNCHANGED	2,050	2,050	0	0%	$694.4K	$705.2K	+$10.8K	2026-10-19
Spectrum Asset Management, Inc. (NB )	UNCHANGED	2,009	2,009	0	0%	$680.5K	$691.1K	+$10.6K	2026-10-19
Ullmann Wealth Partners Group, LLC	UNCHANGED	1,930	1,930	0	0%	$653.7K	$663.9K	+$10.2K	2026-11-02
Retirement Planning Group, LLC	UNCHANGED	1,910	1,910	0	0%	$647.0K	$657.0K	+$10.1K	2026-10-19
Base Wealth Management LLC	INCREASED	1,908	1,904	+4	+0%	$644.8K	$656.4K	+$11.6K	2026-10-21
Assetmark, Inc	INCREASED	1,678	768	+910	+118%	$260.1K	$577.2K	+$317.1K	2026-10-21
McKinley Carter Wealth Services, Inc.	UNCHANGED	1,630	1,630	0	0%	$552.1K	$560.7K	+$8.6K	2026-10-16
Fulton Bank, N.A.	DECREASED	1,615	1,616	-1	0%	$547.4K	$555.6K	+$8.2K	2026-10-14
TritonPoint Partners, LLC	DECREASED	1,609	1,709	-100	-6%	$578.9K	$553.5K	-$25.4K	2026-11-05
Narwhal Capital Management	UNCHANGED	1,568	1,568	0	0%	$531.1K	$539.4K	+$8.3K	2026-11-04
B. Riley Wealth Advisors, Inc.	INCREASED	1,555	1,480	+75	+5%	$497.4K	$534.8K	+$37.4K	2026-10-13
GC Wealth Management RIA, LLC	NEW	1,524	—	+1,524	—	—	$524.3K	—	2026-11-02
M Holdings Securities, Inc.	NEW	1,476	—	+1,476	—	—	$502	—	2026-11-03
Oakworth Capital, Inc.	UNCHANGED	1,404	1,404	0	0%	$474.6K	$483.0K	+$8.4K	2026-10-26
AA Financial Advisors, LLC	UNCHANGED	1,388	1,388	0	0%	$470.1K	$477.4K	+$7.4K	2026-10-19
W Advisors, LLC	UNCHANGED	1,377	1,377	0	0%	$466.4K	$473.7K	+$7.3K	2026-11-02
Destiny Wealth Partners, LLC	INCREASED	1,375	1,371	+4	+0%	$463.0K	$467.8K	+$4.8K	2026-11-05
Alliance Private Wealth, LLC	UNCHANGED	1,351	1,351	0	0%	$457.6K	$464.7K	+$7.1K	2026-10-20
Wilkins Investment Counsel Inc	UNCHANGED	1,340	1,340	0	0%	$453.9K	$461.0K	+$7.1K	2026-11-03
Oppenheimer & Co Inc	INCREASED	1,339	1,180	+159	+13%	$399.7K	$460.6K	+$60.9K	2026-10-26
Fifth Third Securities, Inc.	NEW	1,320	—	+1,320	—	—	$454.1K	—	2026-10-21
Goelzer Investment Management, Inc.	DECREASED	1,301	1,365	-64	-5%	$462.4K	$447.6K	-$14.8K	2026-10-16
BIP Wealth, LLC	UNCHANGED	1,296	1,296	0	0%	$439.0K	$445.8K	+$6.9K	2026-10-22
Cooper S Advisors, LLC	UNCHANGED	1,285	1,285	0	0%	$435.3K	$442.0K	+$6.8K	2026-11-03
Deroy & Devereaux Private Investment Counsel Inc	UNCHANGED	1,270	1,270	0	0%	$430.0K	$437	-$429.6K	2026-10-26
Tlwm	DECREASED	1,237	1,309	-72	-5%	$443.4K	$425.5K	-$17.9K	2026-10-09
Tranquility Partners, LLC	INCREASED	1,204	1,201	+3	+0%	$406.8K	$414.2K	+$7.4K	2026-10-20
J.W. Cole Advisors, Inc.	DECREASED	1,200	1,221	-21	-2%	$413.4K	$412.8K	-$625	2026-11-05
Wilmington Savings Fund Society, FSB	UNCHANGED	1,200	1,200	0	0%	$406.5K	$412.8K	+$6.3K	2026-10-23
West Branch Capital LLC	UNCHANGED	1,177	1,177	0	0%	$398.7K	$404.9K	+$6.2K	2026-10-20
Mather Group, Llc.	UNCHANGED	1,168	1,168	0	0%	$395.5K	$401.6K	+$6.2K	2026-10-14
Williams & Novak Wealth Management, LLC	DECREASED	1,137	1,222	-85	-7%	$414.0K	$391.2K	-$22.8K	2026-10-09
Hendershot Investments Inc.	NEW	1,136	—	+1,136	—	—	$390.8K	—	2026-11-05
Nemes Rush Group LLC	INCREASED	1,133	1,130	+3	+0%	$382.8K	$389.8K	+$7.0K	2026-11-04
KTF Investments, LLC	DECREASED	1,132	1,172	-40	-3%	$397.0K	$389.4K	-$7.6K	2026-10-23
Aerodigm Wealth, LLC	UNCHANGED	1,130	1,130	0	0%	$382.8K	$388.7K	+$6.0K	2026-10-16
Simplicity Wealth,LLC	NEW	1,103	—	+1,103	—	—	$379.5K	—	2026-10-23
Zenith Solutions, Inc.	UNCHANGED	1,090	1,090	0	0%	$369.2K	$374.9K	+$5.8K	2026-10-19
Cyndeo Wealth Partners, LLC	UNCHANGED	1,087	1,087	0	0%	$368.0K	$373.8K	+$5.7K	2026-10-16
Prospera Capital Management, LLC	UNCHANGED	1,084	1,084	0	0%	$369.1K	$372.9K	+$3.8K	2026-10-19
Farther Finance Advisors, LLC	UNCHANGED	1,082	1,082	0	0%	$366.5K	$372.2K	+$5.7K	2026-10-08
Prospera Financial Services Inc	DECREASED	1,035	1,393	-358	-26%	$473.7K	$355.2K	-$118.4K	2026-11-04
Global Strategic Investment Solutions, LLC	INCREASED	1,028	1,026	+2	+0%	$347.7K	$353.6K	+$5.9K	2026-10-16
Heritage Family Offices, LLP	UNCHANGED	1,002	1,002	0	0%	$339.4K	$344.7K	+$5.3K	2026-11-02
Ellis Investment Partners, LLC	INCREASED	980	887	+93	+10%	$300.5K	$337.5K	+$37.0K	2026-10-21
TD Waterhouse Canada Inc.	INCREASED	942	784	+158	+20%	$265.1K	$325.0K	+$59.9K	2026-10-16
CoreCap Advisors, LLC	INCREASED	915	793	+122	+15%	$268.7K	$314.9K	+$46.2K	2026-10-08
Redhawk Wealth Advisors, Inc.	UNCHANGED	910	910	0	0%	$308.4K	$313.2K	+$4.8K	2026-10-14
Snider Financial Group	DECREASED	905	1,440	-535	-37%	$487.8K	$311.3K	-$176.4K	2026-10-16
MMA Asset Management LLC	UNCHANGED	900	900	0	0%	$304.8K	$309.6K	+$4.8K	2026-11-02
Hazlett, Burt & Watson, Inc.	DECREASED	896	901	-5	-1%	$288.0K	$307	-$287.7K	2026-11-04
One Day In July LLC	UNCHANGED	892	892	0	0%	$302.1K	$306.8K	+$4.7K	2026-10-30
Advisory Solutions Group, LLC	NEW	883	—	+883	—	—	$303.8K	—	2026-10-14
Northwest Wealth Advisors, LLC	INCREASED	881	879	+2	+0%	$297.6K	$303.0K	+$5.4K	2026-11-02
Emergent Wealth Advisors, LLC	UNCHANGED	865	865	0	0%	$293.0K	$297.6K	+$4.6K	2026-10-09
Private Management Group Inc	UNCHANGED	844	844	0	0%	$285.9K	$290.3K	+$4.5K	2026-11-04
Stanich Group LLC	UNCHANGED	841	841	0	0%	$284.9K	$289.3K	+$4.4K	2026-10-16
Aspiriant, LLC	INCREASED	835	635	+200	+32%	$215.1K	$287.2K	+$72.2K	2026-10-16
Brookstone Capital Management	INCREASED	825	824	+1	+0%	$279.2K	$283.7K	+$4.5K	2026-10-22
Solidarity Wealth, LLC	UNCHANGED	824	824	0	0%	$279.1K	$283.5K	+$4.4K	2026-10-15
Abacus Planning Group, Inc.	UNCHANGED	807	807	0	0%	$273.3K	$277.6K	+$4.3K	2026-11-02
Berkeley, Inc	UNCHANGED	806	806	0	0%	$273.0K	$277.3K	+$4.3K	2026-10-20
Matauro, LLC	INCREASED	795	787	+8	+1%	$266.5K	$273.5K	+$6.9K	2026-11-03
Inspirion Wealth Advisors, LLC	UNCHANGED	787	787	0	0%	$266.0K	$270.7K	+$4.7K	2026-10-09
S.E.E.D. Planning Group LLC	NEW	772	—	+772	—	—	$265.6K	—	2026-10-07
Fragasso Financial Advisors Inc	NEW	768	—	+768	—	—	$270.0K	—	2026-10-13
Capital Investment Advisory Services, LLC	DECREASED	767	1,016	-249	-25%	$344.2K	$263.7K	-$80.4K	2026-10-30
Beaumont Asset Management, L.L.C.	UNCHANGED	748	748	0	0%	$253.4K	$257.3K	+$3.9K	2026-10-16
Tenzing Financial LLC	INCREASED	745	742	+3	+0%	$252.7K	$257.7K	+$5.1K	2026-11-03
Adirondack Trust Co	UNCHANGED	734	734	0	0%	$248.6K	$252.5K	+$3.9K	2026-10-14
Intrua Financial, LLC	DECREASED	696	796	-100	-13%	$269.6K	$239.4K	-$30.2K	2026-10-28
Lido Advisors, LLC	NEW	691	—	+691	—	—	$237.9K	—	2026-11-04
DeLarme Wealth Management, Inc.	UNCHANGED	679	679	0	0%	$230.0K	$233.6K	+$3.6K	2026-10-30
OpenArc Corporate Advisory, LLC	INCREASED	675	674	+1	+0%	$228.3K	$232.4K	+$4.0K	2026-10-21
American Capital Advisory, LLC	INCREASED	655	654	+1	+0%	$221.7K	$225.2K	+$3.5K	2026-10-28
Sowell Financial Services LLC	UNCHANGED	652	652	0	0%	$220.8K	$224.3K	+$3.4K	2026-10-23
Access Investment Management LLC	UNCHANGED	642	642	0	0%	$217.5K	$220.8K	+$3.4K	2026-10-23
Postrock Partners LLC	NEW	630	—	+630	—	—	$216.7K	—	2026-11-02
Belvedere Trading LLC	NEW	625	—	+625	—	—	$215.0K	—	2026-11-05
Everett Harris & Co	UNCHANGED	625	625	0	0%	$211.7K	$215.0K	+$3.3K	2026-10-28
DT Investment Partners, LLC	UNCHANGED	621	621	0	0%	$210.3K	$213.6K	+$3.3K	2026-10-27
RDA Financial Network	DECREASED	596	660	-64	-10%	$223.7K	$205.0K	-$18.7K	2026-10-15
JIM Saulnier & Associates, LLC	NEW	590	—	+590	—	—	$202.9K	—	2026-11-04
Financial Management Professionals, Inc.	UNCHANGED	569	569	0	0%	$192.7K	$195.7K	+$3.0K	2026-10-23
Ashton Thomas Private Wealth, LLC	DECREASED	547	550	-3	-1%	$186.3K	$188.2K	+$1.9K	2026-11-03
Cullen T Bankers, Inc.	INCREASED	507	345	+162	+47%	$116.9K	$174.4K	+$57.6K	2026-10-28
SBI Securities Co., Ltd.	INCREASED	254	222	+32	+14%	$75.2K	$87.4K	+$12.2K	2026-10-22
Root Financial Partners, LLC	NEW	156	—	+156	—	—	$53.8K	—	2026-10-21
Ashton Thomas Securities, LLC	UNCHANGED	155	155	0	0%	$52.5K	$53.3K	+$818	2026-10-26
Biltmore Family Office, LLC	UNCHANGED	133	133	0	0%	$45.1K	$45.8K	+$702	2026-11-03
Ascentis Independent Advisors	NEW	108	—	+108	—	—	$37.2K	—	2026-11-03
AlphaCore Capital LLC	UNCHANGED	105	105	0	0%	$35.6K	$36.1K	+$554	2026-11-04
Farmers & Merchants Investments Inc	UNCHANGED	100	100	0	0%	$33.9K	$34.4K	+$528	2026-10-22
Simplex Trading, LLC	NEW	68	—	+68	—	—	$23.4K	—	2026-11-04
Elevation Wealth Partners, LLC	UNCHANGED	61	61	0	0%	$20.6K	$21.0K	+$375	2026-10-07
Comprehensive Financial Planning, Inc.	UNCHANGED	51	51	0	0%	$17.3K	$17.5K	+$269	2026-10-27
City State Bank	NEW	35	—	+35	—	—	$12.0K	—	2026-10-20
Trust Co of Vermont	NEW	33	—	+33	—	—	$11.4K	—	2026-10-21
Central Pacific Bank - Trust Division	UNCHANGED	31	31	0	0%	$10.5K	$10.7K	+$164	2026-10-06
Tounjian Advisory Partners, LLC	NEW	25	—	+25	—	—	$8.6K	—	2026-11-04
Center for Financial Planning, Inc.	UNCHANGED	25	25	0	0%	$8.5K	$8.6K	+$132	2026-10-26
Capital Advisors, Ltd. LLC	INCREASED	24	2	+22	+1100%	$1	$8	+$7	2026-10-27
Maseco LLP	DECREASED	24	36	-12	-33%	$12.2K	$8.3K	-$3.9K	2026-10-27
Kings Path Partners LLC	UNCHANGED	21	21	0	0%	$7.0K	$7.2K	+$128	2026-10-21
Rossby Financial, LCC	NEW	20	—	+20	—	—	$6.9K	—	2026-11-05
Nfsg Corp	UNCHANGED	20	20	0	0%	$6.8K	$6.9K	+$106	2026-10-15
Abound Wealth Management	NEW	15	—	+15	—	—	$5.2K	—	2026-10-26
Trust Co	NEW	13	—	+13	—	—	$4.5K	—	2026-10-09
Pflug Koory, LLC	UNCHANGED	12	12	0	0%	$4.2K	$4.2K	+$65	2026-10-26
Signaturefd, LLC	NEW	6	—	+6	—	—	$2.1K	—	2026-10-23
Balance Wealth Partners LLC	NEW	3	—	+3	—	—	$1.0K	—	2026-10-27
Friedenthal Financial	UNCHANGED	2	2	0	0%	$689	$701	+$12	2026-10-27
Independent Wealth Network Inc.	CLOSED	0	1,988	-1,988	-100%	$673.4K	$0	-$673.4K	2026-10-19
Fortitude Family Office, LLC	CLOSED	0	1,483	-1,483	-100%	$502.3K	$0	-$502.3K	2026-10-14
Pacific Excel Wealth Advisors, Inc.	CLOSED	0	1,002	-1,002	-100%	$339.4K	$0	-$339.4K	2026-10-27
WBI Investments, LLC	CLOSED	0	892	-892	-100%	$302.3K	$0	-$302.3K	2026-11-05
Krilogy Financial LLC	CLOSED	0	722	-722	-100%	$244.6K	$0	-$244.6K	2026-10-13
International Assets Investment Management, LLC	CLOSED	0	47	-47	-100%	$15.9K	$0	-$15.9K	2026-11-02
Elevate Wealth Advisory, Inc	CLOSED	0	8	-8	-100%	$2.7K	$0	-$2.7K	2026-10-29
Robinswood Financial LLC	CLOSED	0	5	-5	-100%	$1.7K	$0	-$1.7K	2026-10-20
Morgan Stanley	N/A	—	1,447,810	-1,447,810	-100%	$490.4M	—	—	—
Ameriprise Financial Inc	N/A	—	834,987	-834,987	-100%	$282.8M	—	—	—
FMR LLC	N/A	—	727,608	-727,608	-100%	$246.5M	—	—	—
UBS Group AG	N/A	—	679,587	-679,587	-100%	$230.2M	—	—	—
Stifel Financial Corp	N/A	—	519,135	-519,135	-100%	$175.8M	—	—	—
Bank of America Corp	N/A	—	472,836	-472,836	-100%	$160.2M	—	—	—
Jordan Park Group LLC	N/A	—	432,391	-432,391	-100%	$146.5M	—	—	—
Raymond James Financial Inc	N/A	—	320,828	-320,828	-100%	$108.7M	—	—	—
Waverly Advisors, LLC	N/A	—	294,301	-294,301	-100%	$99.7M	—	—	—
Cerity Partners LLC	N/A	—	287,674	-287,674	-100%	$97.4M	—	—	—
MAI Capital Management	N/A	—	256,565	-256,565	-100%	$86.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	250,978	-250,978	-100%	$85.0M	—	—	—
Wells Fargo & Company	N/A	—	223,611	-223,611	-100%	$75.7M	—	—	—
Summit Trail Advisors, LLC	N/A	—	212,940	-212,940	-100%	$72.1M	—	—	—
Colter Lewis Investment Partners LLC	N/A	—	185,576	-185,576	-100%	$62.9M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	176,755	-176,755	-100%	$59.9M	—	—	—
Hilltop Partners LLC	N/A	—	138,127	-138,127	-100%	$46.8M	—	—	—
Jones Financial Companies Lllp	N/A	—	126,472	-126,472	-100%	$41.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	125,051	-125,051	-100%	$42.4M	—	—	—
HighTower Advisors, LLC	N/A	—	116,860	-116,860	-100%	$39.6M	—	—	—
Vanguard Advisers Inc	N/A	—	112,042	-112,042	-100%	$38.0M	—	—	—
Hirtle & Co., LLC	N/A	—	105,694	-105,694	-100%	$35.8M	—	—	—
Cetera Investment Advisers	N/A	—	99,482	-99,482	-100%	$33.7M	—	—	—
Pathstone Holdings, LLC	N/A	—	96,431	-96,431	-100%	$32.7M	—	—	—
AQR Capital Management LLC	N/A	—	80,637	-80,637	-100%	$27.3M	—	—	—
MML Investors Services, LLC	N/A	—	76,622	-76,622	-100%	$26.0M	—	—	—
LPL Financial LLC	N/A	—	76,260	-76,260	-100%	$25.8M	—	—	—
JPMorgan Chase & Co	N/A	—	73,816	-73,816	-100%	$24.8M	—	—	—
Zhang Financial LLC	N/A	—	69,623	-69,623	-100%	$23.6M	—	—	—
Nicolet Bankshares Inc	N/A	—	64,114	-64,114	-100%	$21.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	60,641	-60,641	-100%	$20.5M	—	—	—
Modern Wealth Management, LLC	N/A	—	50,499	-50,499	-100%	$17.1M	—	—	—
Focus Partners Wealth	N/A	—	45,225	-45,225	-100%	$15.3M	—	—	—
Savant Capital, LLC	N/A	—	44,773	-44,773	-100%	$14.2M	—	—	—
Pitcairn Wealth Advisors LLC	N/A	—	42,892	-42,892	-100%	$14.5M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	40,358	-40,358	-100%	$13.7M	—	—	—
Rhumbline Advisers	N/A	—	38,925	-38,925	-100%	$13.2M	—	—	—
Mariner, LLC	N/A	—	33,698	-33,698	-100%	$11.4M	—	—	—
Northern Trust Corp	N/A	—	33,694	-33,694	-100%	$11.4M	—	—	—
Cozad Asset Management Inc	N/A	—	31,881	-31,881	-100%	$10.8M	—	—	—
Coldstream Capital Management Inc	N/A	—	31,718	-31,718	-100%	$10.7M	—	—	—
M&T Bank Corp	N/A	—	30,880	-30,880	-100%	$10.5M	—	—	—
Royal Bank of Canada	N/A	—	30,736	-30,736	-100%	$10.4M	—	—	—
Captrust Financial Advisors	N/A	—	29,929	-29,929	-100%	$10.1M	—	—	—
Rialto Wealth Management, LLC	N/A	—	29,688	-29,688	-100%	$10.1M	—	—	—
FourThought Financial Partners, LLC	N/A	—	28,769	-28,769	-100%	$9.7M	—	—	—
Commerce Bank	N/A	—	27,318	-27,318	-100%	$9.3M	—	—	—
Fifth Third Bancorp	N/A	—	25,435	-25,435	-100%	$8.6M	—	—	—
Roble, Belko & Company, Inc	N/A	—	25,254	-25,254	-100%	$8.6M	—	—	—
Capstone Financial Advisors, Inc.	N/A	—	22,634	-22,634	-100%	$7.7M	—	—	—
Alesco Advisors, LLC, An ESL Co	N/A	—	22,119	-22,119	-100%	$7.5M	—	—	—
Allworth Financial LP	N/A	—	21,917	-21,917	-100%	$7.4M	—	—	—
Note Advisors, LLC	N/A	—	21,373	-21,373	-100%	$7.2M	—	—	—
Brown Financial Advisory	N/A	—	21,172	-21,172	-100%	$7.2M	—	—	—
SouthState Bank Corp	N/A	—	20,394	-20,394	-100%	$6.9M	—	—	—
Napier Financial, LLC	N/A	—	19,114	-19,114	-100%	$6.5M	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	17,674	-17,674	-100%	$5.2M	—	—	—
First Manhattan Co. Llc.	N/A	—	17,633	-17,633	-100%	$6.0M	—	—	—
Arax Advisory Partners	N/A	—	17,451	-17,451	-100%	$5.9M	—	—	—
Gotham Asset Management, LLC	N/A	—	17,412	-17,412	-100%	$5.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	16,786	-16,786	-100%	$5.7M	—	—	—
Francis Financial, Inc.	N/A	—	16,268	-16,268	-100%	$5.5M	—	—	—
Baird Financial Group, Inc.	N/A	—	15,448	-15,448	-100%	$5.2M	—	—	—
Keystone Financial Group	N/A	—	14,048	-14,048	-100%	$4.8M	—	—	—
Cambridge Associates LLC	N/A	—	13,818	-13,818	-100%	$4.7M	—	—	—
Clearstead Advisors, LLC	N/A	—	12,654	-12,654	-100%	$4.3M	—	—	—
Tradewinds, Llc.	N/A	—	12,404	-12,404	-100%	$371.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	11,471	-11,471	-100%	$3.9M	—	—	—
Arete Wealth Advisors, LLC	N/A	—	10,126	-10,126	-100%	$3.4M	—	—	—
Brio Consultants, LLC	N/A	—	9,915	-9,915	-100%	$3.4M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	9,881	-9,881	-100%	$3.3M	—	—	—
Rehmann Capital Advisory Group	N/A	—	9,090	-9,090	-100%	$3.1M	—	—	—
Quantum Capital Management, LLC / NJ	N/A	—	8,578	-8,578	-100%	$2.9M	—	—	—
Wealthspire Advisors, LLC	N/A	—	8,140	-8,140	-100%	$2.8M	—	—	—
Renaissance Technologies LLC	N/A	—	7,840	-7,840	-100%	$2.7M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	7,827	-7,827	-100%	$2.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	7,495	-7,495	-100%	$2.5M	—	—	—
Glenmede Trust Co NA	N/A	—	7,479	-7,479	-100%	$2.5M	—	—	—
Retirement Planning Group, LLC / NY	N/A	—	7,470	-7,470	-100%	$2.5M	—	—	—
Pgim Custom Harvest LLC	N/A	—	7,361	-7,361	-100%	$2.5M	—	—	—
Blair William & Co	N/A	—	7,289	-7,289	-100%	$2.5M	—	—	—
Formulate Financial LLC	N/A	—	7,262	-7,262	-100%	$2.5M	—	—	—
Vanguard National Trust Co	N/A	—	7,259	-7,259	-100%	$2.5M	—	—	—
Foster & Motley Inc	N/A	—	6,926	-6,926	-100%	$2.3M	—	—	—
Bank of Montreal	N/A	—	6,395	-6,395	-100%	$2.2M	—	—	—
Mitchell Mcleod Pugh & Williams Inc	N/A	—	6,177	-6,177	-100%	$2.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	6,043	-6,043	-100%	$2.0M	—	—	—
Private Advisor Group, LLC	N/A	—	6,039	-6,039	-100%	$2.0M	—	—	—
Neuberger Berman Group LLC	N/A	—	5,979	-5,979	-100%	$2.0M	—	—	—
Twin Focus Capital Partners, LLC	N/A	—	5,565	-5,565	-100%	$1.9M	—	—	—
Bragg Financial Advisors, Inc	N/A	—	5,238	-5,238	-100%	$1.8M	—	—	—
Smartleaf Asset Management LLC	N/A	—	5,106	-5,106	-100%	$1.7M	—	—	—
Shelton Capital Management	N/A	—	5,009	-5,009	-100%	$1.7M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	4,939	-4,939	-100%	$1.7M	—	—	—
Mutual Advisors, LLC	N/A	—	4,912	-4,912	-100%	$1.7M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	4,686	-4,686	-100%	$1.6M	—	—	—
EP Wealth Advisors, LLC	N/A	—	4,680	-4,680	-100%	$1.6M	—	—	—
Curi Capital, LLC	N/A	—	4,250	-4,250	-100%	$1.4M	—	—	—
American Investment Services, Inc.	N/A	—	4,240	-4,240	-100%	$1.4M	—	—	—
Endeavor Private Wealth, Inc.	N/A	—	4,160	-4,160	-100%	$1.4M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,838	-3,838	-100%	$1.3M	—	—	—
Continuum Advisory, LLC	N/A	—	3,836	-3,836	-100%	$1.3M	—	—	—
Wick Capital Partners, LLC	N/A	—	3,728	-3,728	-100%	$1.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,673	-3,673	-100%	$1.2M	—	—	—
AE Wealth Management LLC	N/A	—	3,649	-3,649	-100%	$1.2M	—	—	—
Advyzon Investment Management, LLC	N/A	—	3,579	-3,579	-100%	$1.2M	—	—	—
Golden Road Advisors LLC	N/A	—	3,520	-3,520	-100%	$1.2M	—	—	—
Becker Capital Management Inc	N/A	—	3,480	-3,480	-100%	$1.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,370	-3,370	-100%	$1.1M	—	—	—
Mairs & Power Inc	N/A	—	3,270	-3,270	-100%	$1.1M	—	—	—
Bawa N Mallick Trust	N/A	—	3,250	-3,250	-100%	$1.1M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	3,172	-3,172	-100%	$1.1M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	3,151	-3,151	-100%	$1.1M	—	—	—
Retirement Income Solutions, Inc	N/A	—	2,870	-2,870	-100%	$847.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,775	-2,775	-100%	$940.1K	—	—	—
&partners	N/A	—	2,768	-2,768	-100%	$937.7K	—	—	—
Composition Wealth, LLC	N/A	—	2,758	-2,758	-100%	$934.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,714	-2,714	-100%	$919.3K	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	2,692	-2,692	-100%	$911.8K	—	—	—
Heartland Bank & Trust Co	N/A	—	2,684	-2,684	-100%	$909.1K	—	—	—
Ethos Financial Group, LLC	N/A	—	2,663	-2,663	-100%	$880.0K	—	—	—
Fiducient Advisors LLC	N/A	—	2,458	-2,458	-100%	$832.6K	—	—	—
Betterment LLC	N/A	—	2,441	-2,441	-100%	$827.0K	—	—	—
Johnson Investment Counsel Inc	N/A	—	2,405	-2,405	-100%	$814.6K	—	—	—
Madden Advisory Services, Inc.	N/A	—	2,346	-2,346	-100%	$794.8K	—	—	—
WealthShield Partners, LLC	N/A	—	2,291	-2,291	-100%	$776.0K	—	—	—
Operose Advisors LLC	N/A	—	2,040	-2,040	-100%	$691.1K	—	—	—
HBK Sorce Advisory LLC	N/A	—	1,885	-1,885	-100%	$656.3K	—	—	—
Quantinno Capital Management LP	N/A	—	1,858	-1,858	-100%	$629.3K	—	—	—
Monograph Wealth Advisors, LLC	N/A	—	1,855	-1,855	-100%	$628.3K	—	—	—
National Philanthropic Trust	N/A	—	1,854	-1,854	-100%	$628.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,833	-1,833	-100%	$620.9K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	1,719	-1,719	-100%	$582.3K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	1,714	-1,714	-100%	$580.6K	—	—	—
SageView Advisory Group, LLC	N/A	—	1,658	-1,658	-100%	$561.6K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	1,657	-1,657	-100%	$561.3K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	1,643	-1,643	-100%	$556.8K	—	—	—
Glassman Wealth Services	N/A	—	1,588	-1,588	-100%	$537.8K	—	—	—
Vermillion & White Wealth Management Group, LLC	N/A	—	1,544	-1,544	-100%	$523.0K	—	—	—
Osborne Partners Capital Management, LLC	N/A	—	1,514	-1,514	-100%	$512.8K	—	—	—
Brown Advisory Inc	N/A	—	1,493	-1,493	-100%	$505.7K	—	—	—
Harbour Investments, Inc.	N/A	—	1,478	-1,478	-100%	$500.6K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	1,463	-1,463	-100%	$495.5K	—	—	—
Strategic Financial Services, Inc.	N/A	—	1,425	-1,425	-100%	$482.7K	—	—	—
Argent Trust Co	N/A	—	1,390	-1,390	-100%	$470.8K	—	—	—
GTS Securities LLC	N/A	—	1,382	-1,382	-100%	$468.1K	—	—	—
Cabot Wealth Management Inc	N/A	—	1,382	-1,382	-100%	$468.1K	—	—	—
BBR Partners, LLC	N/A	—	1,373	-1,373	-100%	$465.1K	—	—	—
Marble Wealth, LLC	N/A	—	1,367	-1,367	-100%	$463.0K	—	—	—
Advisory Services Network, LLC	N/A	—	1,343	-1,343	-100%	$454.9K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	1,337	-1,337	-100%	$452.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	1,277	-1,277	-100%	$432.5K	—	—	—
Brogan Financial, Inc.	N/A	—	1,274	-1,274	-100%	$431.5K	—	—	—
Teachers Insurance & Annuity Association of America	N/A	—	1,248	-1,248	-100%	$422.7K	—	—	—
Two Sigma Securities, LLC	N/A	—	1,209	-1,209	-100%	$409.5K	—	—	—
Hardy Reed LLC	N/A	—	1,205	-1,205	-100%	$408.2K	—	—	—
CVA Family Office, LLC	N/A	—	1,136	-1,136	-100%	$384.8K	—	—	—
Tandem Financial, LLC	N/A	—	1,124	-1,124	-100%	$380.7K	—	—	—
Independent Advisor Alliance	N/A	—	1,119	-1,119	-100%	$379.0K	—	—	—
Moors & Cabot, Inc.	N/A	—	1,054	-1,054	-100%	$357.1K	—	—	—
Flow Traders U.S. LLC	N/A	—	960	-960	-100%	$325.0K	—	—	—
Trexquant Investment LP	N/A	—	959	-959	-100%	$324.8K	—	—	—
BlackRock, Inc.	N/A	—	933	-933	-100%	$315.9K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	916	-916	-100%	$310.3K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	885	-885	-100%	$299.7K	—	—	—
Ancora Advisors LLCA	N/A	—	845	-845	-100%	$286.2K	—	—	—
Valmark Advisers, Inc.	N/A	—	840	-840	-100%	$284.5K	—	—	—
Headinvest, LLC	N/A	—	825	-825	-100%	$279.4K	—	—	—
Nicholson Meyer Capital Management, Inc.	N/A	—	820	-820	-100%	$277.8K	—	—	—
Okabena Investment Services Inc	N/A	—	805	-805	-100%	$272.7K	—	—	—
Valtrion Capital Management, LLC	N/A	—	784	-784	-100%	$265.6K	—	—	—
1ST Source Bank	N/A	—	778	-778	-100%	$263.5K	—	—	—
IHT Wealth Management, LLC	N/A	—	776	-776	-100%	$262.8K	—	—	—
Kovack Advisors, Inc.	N/A	—	770	-770	-100%	$260.3K	—	—	—
SEI Investments Co	N/A	—	765	-765	-100%	$259.1K	—	—	—
World Investment Advisors	N/A	—	760	-760	-100%	$229.1K	—	—	—
Klcm Advisors, Inc.	N/A	—	714	-714	-100%	$241.8K	—	—	—
Chevy Chase Trust Holdings, LLC	N/A	—	705	-705	-100%	$238.8K	—	—	—
Astra Wealth Partners LLC	N/A	—	701	-701	-100%	$237.4K	—	—	—
Huntington National Bank	N/A	—	701	-701	-100%	$237.4K	—	—	—
Caprock Group, LLC	N/A	—	700	-700	-100%	$237.1K	—	—	—
Callan Family Office, LLC	N/A	—	700	-700	-100%	$237.1K	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	700	-700	-100%	$237.1K	—	—	—
Fort Sheridan Advisors LLC	N/A	—	696	-696	-100%	$235.7K	—	—	—
OneAscent Financial Services LLC	N/A	—	690	-690	-100%	$233.6K	—	—	—
Alliancebernstein L.P.	N/A	—	686	-686	-100%	$202.5K	—	—	—
PCM Encore, LLC	N/A	—	685	-685	-100%	$232.0K	—	—	—
Dakota Wealth Management	N/A	—	680	-680	-100%	$230.3K	—	—	—
Range Advisory, LLC	N/A	—	660	-660	-100%	$223.4K	—	—	—
Oxbow Advisors, LLC	N/A	—	656	-656	-100%	$222.2K	—	—	—
Nuveen, LLC	N/A	—	629	-629	-100%	$213.1K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	621	-621	-100%	$210.4K	—	—	—
Baltimore-Washington Financial Advisors, Inc.	N/A	—	605	-605	-100%	$204.9K	—	—	—
Alpha Zero LLC	N/A	—	597	-597	-100%	$202.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	549	-549	-100%	$185.8K	—	—	—
Russell Investments Group, Ltd.	N/A	—	531	-531	-100%	$179.9K	—	—	—
IFG Advisory, LLC	N/A	—	509	-509	-100%	$172.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	496	-496	-100%	$168.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	426	-426	-100%	$144.3K	—	—	—
Qube Research & Technologies Ltd	N/A	—	392	-392	-100%	$132.8K	—	—	—
Capital Analysts, LLC	N/A	—	389	-389	-100%	$132.0K	—	—	—
Franklin Resources Inc	N/A	—	350	-350	-100%	$118.6K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	348	-348	-100%	$117.9K	—	—	—
Rice Partnership, LLC	N/A	—	243	-243	-100%	$82.3K	—	—	—
Fort Vancouver Investment Management, LLC	N/A	—	214	-214	-100%	$72.5K	—	—	—
IAG Wealth Partners, LLC	N/A	—	158	-158	-100%	$53.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	145	-145	-100%	$49.1K	—	—	—
Westend Capital Management, LLC	N/A	—	110	-110	-100%	$37.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	105	-105	-100%	$35.6K	—	—	—
National Bank of Canada	N/A	—	100	-100	-100%	$33.9K	—	—	—
Atomic Invest LLC	N/A	—	68	-68	-100%	$22.8K	—	—	—
Westfuller Advisors, LLC	N/A	—	36	-36	-100%	$12.1K	—	—	—
BFC Planning, Inc.	N/A	—	34	-34	-100%	$11.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	20	-20	-100%	$6.8K	—	—	—
Merrithew & Thorsten Inc	N/A	—	19	-19	-100%	$6	—	—	—
Matrix Private Capital Group LLC	N/A	—	17	-17	-100%	$5.8K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	10	-10	-100%	$3.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	10	-10	-100%	$3.4K	—	—	—

Showing 437 of 437 institutions