Wisdomtree US Midcap Fund (EZM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Davenport & Co LLC

INCREASED

Shares1,054,847 from 889,118

Change+165,729 (+19%)

Value$75.6M (+$8.2M)

Filed 2026-10-14

Truist Financial Corp

INCREASED

Shares480,702 from 461,410

Change+19,292 (+4%)

Value$34.4M (-$529.9K)

Filed 2026-10-30

LPL Financial LLC

INCREASED

Shares465,444 from 446,533

Change+18,911 (+4%)

Value$33.3M (-$495.5K)

Filed 2026-11-06

Freedom Investment Management, Inc.

INCREASED

Shares297,379 from 284,274

Change+13,105 (+5%)

Value$21.3M (-$239.1K)

Filed 2026-11-09

CPC Advisors, LLC

INCREASED

Shares271,392 from 267,688

Change+3,704 (+1%)

Value$19.4M (-$843.8K)

Filed 2026-10-21

Clearwater Capital Advisors, LLC

INCREASED

Shares194,573 from 192,023

Change+2,550 (+1%)

Value$13.9M (-$612.9K)

Filed 2026-11-06

HighTower Advisors, LLC

INCREASED

Shares136,096 from 114,614

Change+21,482 (+19%)

Value$9.7M (+$1.1M)

Filed 2026-11-10

Theory Financial LLC

INCREASED

Shares112,190 from 109,393

Change+2,797 (+3%)

Value$8.0M (-$252.9K)

Filed 2026-11-09

Breakwater Capital Group

INCREASED

Shares81,381 from 77,786

Change+3,595 (+5%)

Value$5.8M (-$64.8K)

Filed 2026-10-09

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares75,299 from 78,199

Change-2,900 (-4%)

Value$5.4K (-$5.9M)

Filed 2026-11-02

Provident Wealth Management, LLC

DECREASED

Shares72,188 from 101,898

Change-29,710 (-29%)

Value$5.2M (-$2.6M)

Filed 2026-10-20

Davidson Kahn Capital Management, LLC

DECREASED

Shares68,304 from 79,471

Change-11,167 (-14%)

Value$4.9M (-$1.1M)

Filed 2026-10-26

Sylvest Advisors, LLC

INCREASED

Shares64,130 from 62,150

Change+1,980 (+3%)

Value$4.6M (-$115.7K)

Filed 2026-10-26

TopTier Wealth Management, LLC

DECREASED

Shares59,804 from 60,687

Change-883 (-1%)

Value$4.3M (-$314.8K)

Filed 2026-10-16

Central Trust Co

INCREASED

Shares53,636 from 48,505

Change+5,131 (+11%)

Value$3.8M (+$166.6K)

Filed 2026-11-05

NewSquare Capital LLC

INCREASED

Shares50,000 from 48,657

Change+1,343 (+3%)

Value$3.6M (-$105.4K)

Filed 2026-11-06

Roan Capital Partners

INCREASED

Shares49,158 from 47,952

Change+1,206 (+3%)

Value$3.5M (-$112.3K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares47,051 from 48,355

Change-1,304 (-3%)

Value$3.4M (-$293.8K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares44,594 from 39,836

Change+4,758 (+12%)

Value$3.2M (+$175.8K)

Filed 2026-11-02

Culbertson A N & Co Inc

DECREASED

Shares44,045 from 45,015

Change-970 (-2%)

Value$3.2M (-$256.0K)

Filed 2026-10-21

Great Point Wealth Advisors, LLC

DECREASED

Shares41,031 from 46,770

Change-5,739 (-12%)

Value$2.9M (-$605.0K)

Filed 2026-10-15

Lionshead Wealth Management, LLC

DECREASED

Shares40,660 from 41,401

Change-741 (-2%)

Value$2.9M (-$224.7K)

Filed 2026-10-21

GHP Investment Advisors, Inc.

DECREASED

Shares38,240 from 38,393

Change-153 (0%)

Value$2.7M (-$170.0K)

Filed 2026-10-15

Lauer Wealth, LLC

DECREASED

Shares35,590 from 35,976

Change-386 (-1%)

Value$2.6M (-$111.6K)

Filed 2026-10-13

Flagship Harbor Advisors, LLC

INCREASED

Shares24,479 from 24,478

Change+1 (0%)

Value$1.8M (-$101.4K)

Filed 2026-10-26

Envision Financial LLC

INCREASED

Shares21,986 from 8,368

Change+13,618 (+163%)

Value$1.9M (+$1.3M)

Filed 2026-10-15

Apella Capital, LLC

UNCHANGED

Shares20,925 from 20,925

Change0 (0%)

Value$1.5M (-$59.6K)

Filed 2026-10-08

Mather Group, Llc.

INCREASED

Shares20,243 from 20,169

Change+74 (+0%)

Value$1.5M (-$78.2K)

Filed 2026-10-14

Diversified Trust Co

NEW

Shares17,661

Change+17,661

Value$1.3M

Filed 2026-11-06

Savant Capital, LLC

DECREASED

Shares16,566 from 29,160

Change-12,594 (-43%)

Value$1.2M (-$906.6K)

Filed 2026-11-06

RVW Wealth, LLC

UNCHANGED

Shares16,165 from 16,165

Change0 (0%)

Value$1.2M (-$67.0K)

Filed 2026-10-06

Institute for Wealth Management, Llc.

UNCHANGED

Shares12,490 from 12,490

Change0 (0%)

Value$894.8K (-$51.8K)

Filed 2026-11-06

Aurora Private Wealth, Inc.

INCREASED

Shares11,114 from 11,080

Change+34 (+0%)

Value$796 (-$839.2K)

Filed 2026-10-20

LBJ Family Wealth Advisors, Ltd.

INCREASED

Shares10,495 from 10,471

Change+24 (+0%)

Value$752 (-$38)

Filed 2026-10-01

Western Wealth Management, LLC

DECREASED

Shares10,263 from 10,428

Change-165 (-2%)

Value$735.2K (-$55.0K)

Filed 2026-11-09

Amplius Wealth Advisors, LLC

DECREASED

Shares9,965 from 13,382

Change-3,417 (-26%)

Value$713.9K (-$300.2K)

Filed 2026-10-20

Creative Planning

UNCHANGED

Shares9,050 from 9,050

Change0 (0%)

Value$648.3K (-$37.5K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares8,555 from 8,570

Change-15 (0%)

Value$620.5K (-$22.6K)

Filed 2026-10-13

Ascentis Independent Advisors

INCREASED

Shares8,113 from 368

Change+7,745 (+2105%)

Value$581.3K (+$553.4K)

Filed 2026-11-03

Cathy Pareto & Associates, Inc

DECREASED

Shares7,622 from 7,870

Change-248 (-3%)

Value$546.1K (-$50.3K)

Filed 2026-10-15

Team Financial Group, LLC

DECREASED

Shares6,193 from 6,576

Change-383 (-6%)

Value$443.7K (-$54.7K)

Filed 2026-10-30

S.A. Mason LLC

UNCHANGED

Shares6,079 from 6,079

Change0 (0%)

Value$435.5K (-$25.2K)

Filed 2026-10-13

Asset Dedication, LLC

DECREASED

Shares6,030 from 11,963

Change-5,933 (-50%)

Value$432.0K (-$474.6K)

Filed 2026-11-03

Sensible Money, LLC

DECREASED

Shares5,933 from 11,866

Change-5,933 (-50%)

Value$425.0K (-$474.2K)

Filed 2026-10-20

Bridgelight Financial Advisors, Inc.

INCREASED

Shares5,676 from 5,659

Change+17 (+0%)

Value$406.6K (-$22.2K)

Filed 2026-10-20

Laurel OAK Wealth Management, LLC

UNCHANGED

Shares5,538 from 5,538

Change0 (0%)

Value$396.7K (-$22.9K)

Filed 2026-10-19

HighPoint Advisor Group LLC

DECREASED

Shares5,384 from 5,424

Change-40 (-1%)

Value$385.7K (-$25.3K)

Filed 2026-11-09

Cornerstone Wealth Management, LLC

DECREASED

Shares5,308 from 5,346

Change-38 (-1%)

Value$380.3K (-$24.8K)

Filed 2026-11-04

Wealthcare Advisory Partners LLC

INCREASED

Shares4,916 from 4,904

Change+12 (+0%)

Value$352.1K (-$19.5K)

Filed 2026-10-21

Merit Financial Group, LLC

DECREASED

Shares4,718 from 6,013

Change-1,295 (-22%)

Value$338.0K (-$117.7K)

Filed 2026-11-06

Fulton Bank, N.A.

UNCHANGED

Shares4,698 from 4,698

Change0 (0%)

Value$336.6K (-$19.5K)

Filed 2026-10-14

Vicus Capital

DECREASED

Shares4,442 from 4,877

Change-435 (-9%)

Value$318.2K (-$51.4K)

Filed 2026-11-05

Midwest Trust Co

DECREASED

Shares4,324 from 4,483

Change-159 (-4%)

Value$309.8K (-$30.0K)

Filed 2026-10-22

Howard Wealth Management, LLC

UNCHANGED

Shares4,317 from 4,317

Change0 (0%)

Value$309.3K (-$17.9K)

Filed 2026-10-28

M Holdings Securities, Inc.

NEW

Shares4,258

Change+4,258

Value$321

Filed 2026-11-03

Vise Technologies, Inc.

INCREASED

Shares4,237 from 3,745

Change+492 (+13%)

Value$303.5K (+$19.7K)

Filed 2026-10-29

Simplicity Wealth,LLC

INCREASED

Shares4,234 from 4,226

Change+8 (+0%)

Value$303.4K (-$16.9K)

Filed 2026-10-23

Capital Management Corp

INCREASED

Shares4,050 from 4,045

Change+5 (+0%)

Value$290.1K (-$16.4K)

Filed 2026-10-29

Koshinski Asset Management, Inc.

INCREASED

Shares3,923 from 3,922

Change+1 (+0%)

Value$281.0K (-$16.2K)

Filed 2026-10-29

Acorn Wealth Advisors, LLC

UNCHANGED

Shares3,916 from 3,916

Change0 (0%)

Value$296.8K ($0)

Filed 2026-10-19

Stanich Group LLC

DECREASED

Shares3,904 from 3,973

Change-69 (-2%)

Value$279.7K (-$21.4K)

Filed 2026-10-16

Colonial River Investments, LLC

DECREASED

Shares3,737 from 4,091

Change-354 (-9%)

Value$267.7K (-$42.3K)

Filed 2026-10-19

BlueChip Wealth Advisors LLC

NEW

Shares3,639

Change+3,639

Value$260.7K

Filed 2026-11-03

Financial Insights, Inc.

UNCHANGED

Shares3,563 from 3,563

Change0 (0%)

Value$255.3K (-$14.8K)

Filed 2026-10-27

Principle Wealth Partners LLC

INCREASED

Shares3,482 from 3,472

Change+10 (+0%)

Value$249.5K (-$13.6K)

Filed 2026-11-02

Kaydan Wealth Management, Inc.

UNCHANGED

Shares3,450 from 3,450

Change0 (0%)

Value$247.2K (-$14.3K)

Filed 2026-10-08

McKinley Carter Wealth Services, Inc.

UNCHANGED

Shares3,410 from 3,410

Change0 (0%)

Value$244.3K (-$14.1K)

Filed 2026-10-16

Post Resch Tallon Group Inc.

UNCHANGED

Shares3,240 from 3,240

Change0 (0%)

Value$232.1K (-$13.4K)

Filed 2026-10-09

SeaCrest Wealth Management, LLC

INCREASED

Shares3,103 from 3,085

Change+18 (+1%)

Value$222.3K (-$11.5K)

Filed 2026-10-21

Align Financial, LLC

UNCHANGED

Shares3,103 from 3,103

Change0 (0%)

Value$222.3K (-$12.9K)

Filed 2026-10-16

RTD Financial Advisors, Inc.

UNCHANGED

Shares2,842 from 2,842

Change0 (0%)

Value$203.6K (-$11.8K)

Filed 2026-10-09

Chicago Partners Investment Group LLC

INCREASED

Shares2,736 from 2,728

Change+8 (+0%)

Value$201.3K (-$3.9K)

Filed 2026-10-27

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares2,370 from 2,370

Change0 (0%)

Value$169.8K (-$9.8K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares2,367 from 2,106

Change+261 (+12%)

Value$169.6K (+$10.0K)

Filed 2026-10-08

Fifth Third Bancorp

INCREASED

Shares2,258 from 2,094

Change+164 (+8%)

Value$161.8K (+$3.1K)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares1,955 from 1,955

Change0 (0%)

Value$140.1K (-$8.1K)

Filed 2026-11-05

William Mack & Associates, Inc.

NEW

Shares1,930

Change+1,930

Value$138.3K

Filed 2026-10-27

Allworth Financial LP

UNCHANGED

Shares1,739 from 1,739

Change0 (0%)

Value$131.8K ($0)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares1,731 from 1,354

Change+377 (+28%)

Value$124.0K (+$21.4K)

Filed 2026-11-06

Ashton Thomas Private Wealth, LLC

DECREASED

Shares1,547 from 3,345

Change-1,798 (-54%)

Value$110.8K (-$142.7K)

Filed 2026-11-03

SBK Financial, Inc.

UNCHANGED

Shares1,467 from 1,467

Change0 (0%)

Value$105.1K (-$6.1K)

Filed 2026-11-02

Horizons Wealth Management

NEW

Shares1,233

Change+1,233

Value$88.3K

Filed 2026-10-05

Capital Advisors, Ltd. LLC

UNCHANGED

Shares1,232 from 1,232

Change0 (0%)

Value$88 (-$5)

Filed 2026-10-27

Financial Freedom, LLC

NEW

Shares1,071

Change+1,071

Value$76.7K

Filed 2026-11-06

Golden State Wealth Management, LLC

UNCHANGED

Shares1,050 from 1,050

Change0 (0%)

Value$75.2K (-$4.4K)

Filed 2026-11-02

Assetmark, Inc

UNCHANGED

Shares1,008 from 1,008

Change0 (0%)

Value$72.2K (-$4.2K)

Filed 2026-10-21

Investors Research Corp

DECREASED

Shares917 from 1,799

Change-882 (-49%)

Value$65.7K (-$70.6K)

Filed 2026-10-07

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares744 from 744

Change0 (0%)

Value$53.3K (-$3.1K)

Filed 2026-10-27

Lowe Brockenbrough & Co Inc

NEW

Shares730

Change+730

Value$52.3K

Filed 2026-11-09

Nfsg Corp

UNCHANGED

Shares632 from 632

Change0 (0%)

Value$45.3K (-$2.6K)

Filed 2026-10-15

EPG Wealth Management LLC

UNCHANGED

Shares569 from 569

Change0 (0%)

Value$40.8K (-$2.4K)

Filed 2026-11-03

Oakworth Capital, Inc.

UNCHANGED

Shares554 from 554

Change0 (0%)

Value$39.7K (-$2.3K)

Filed 2026-10-26

Creative Financial Designs Inc

UNCHANGED

Shares547 from 547

Change0 (0%)

Value$39.2K (-$2.3K)

Filed 2026-11-04

Quaker Wealth Management, LLC

UNCHANGED

Shares440 from 440

Change0 (0%)

Value$31.5K (-$1.8K)

Filed 2026-10-22

Trust Co of Vermont

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$28.7K (-$1.7K)

Filed 2026-10-21

James T. Borello RIA

UNCHANGED

Shares387 from 387

Change0 (0%)

Value$27.7K (-$1.6K)

Filed 2026-10-16

Lanark Financial, Inc.

INCREASED

Shares292 from 291

Change+1 (+0%)

Value$20.9K (-$1.2K)

Filed 2026-10-26

Allspring Global Investments Holdings, LLC

NEW

Shares282

Change+282

Value$20.6K

Filed 2026-11-04

RMG Wealth Management LLC

NEW

Shares265

Change+265

Value$19.6K

Filed 2026-10-26

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares228 from 228

Change0 (0%)

Value$16.3K (-$945)

Filed 2026-11-04

Evolution Wealth Management Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$14.3K (-$829)

Filed 2026-10-28

Provenance Wealth Advisors, LLC

NEW

Shares129

Change+129

Value$9.2K

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$6.1K (-$353)

Filed 2026-10-27

Atlantic Edge Private Wealth Management, LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$3.2K (-$187)

Filed 2026-10-20

Strategic Advocates LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$573 (-$33)

Filed 2026-11-03

Oxler Private Wealth LLC

CLOSED

Shares0 from 8,366

Change-8,366 (-100%)

Value$0 (-$634.0K)

Filed 2026-10-21

Dana Investment Advisors, Inc.

CLOSED

Shares0 from 5,484

Change-5,484 (-100%)

Value$0 (-$415.6K)

Filed 2026-11-06

Florida Financial Advisors, LLC

CLOSED

Shares0 from 2,825

Change-2,825 (-100%)

Value$0 (-$214.1K)

Filed 2026-11-09

IFP Advisors, Inc

CLOSED

Shares0 from 343

Change-343 (-100%)

Value$0 (-$26.0K)

Filed 2026-10-16

Gill Capital Partners, LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$11.4K)

Filed 2026-10-13

Quent Capital, LLC

CLOSED

Shares0 from 84

Change-84 (-100%)

Value$0 (-$6.4K)

Filed 2026-11-09

UBS Group AG

N/A

Shares— from 526,139

Change-526,139 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 469,226

Change-469,226 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 464,685

Change-464,685 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 222,376

Change-222,376 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 203,578

Change-203,578 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 176,452

Change-176,452 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 141,949

Change-141,949 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 141,724

Change-141,724 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 121,786

Change-121,786 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 114,836

Change-114,836 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 104,998

Change-104,998 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 84,755

Change-84,755 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 84,335

Change-84,335 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 66,417

Change-66,417 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 59,953

Change-59,953 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 41,046

Change-41,046 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 37,457

Change-37,457 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 36,465

Change-36,465 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 34,118

Change-34,118 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 30,660

Change-30,660 (-100%)

Value—

L & S Advisors Inc

N/A

Shares— from 30,276

Change-30,276 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 27,447

Change-27,447 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 23,555

Change-23,555 (-100%)

Value—

Ridge Creek Global, Inc

N/A

Shares— from 22,676

Change-22,676 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 21,066

Change-21,066 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 19,317

Change-19,317 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 18,392

Change-18,392 (-100%)

Value—

Mason Investment Advisory Services, Inc.

N/A

Shares— from 17,434

Change-17,434 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 16,290

Change-16,290 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 14,651

Change-14,651 (-100%)

Value—

Centric Wealth Management

N/A

Shares— from 14,140

Change-14,140 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 12,555

Change-12,555 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 10,945

Change-10,945 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 10,667

Change-10,667 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 10,005

Change-10,005 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 9,021

Change-9,021 (-100%)

Value—

PSI Advisors, LLC

N/A

Shares— from 7,331

Change-7,331 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 6,975

Change-6,975 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 6,927

Change-6,927 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 6,912

Change-6,912 (-100%)

Value—

Blair William & Co

N/A

Shares— from 6,682

Change-6,682 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 6,423

Change-6,423 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,313

Change-6,313 (-100%)

Value—

Sargent Investment Group, LLC

N/A

Shares— from 6,075

Change-6,075 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 5,784

Change-5,784 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,577

Change-5,577 (-100%)

Value—

&partners

N/A

Shares— from 5,394

Change-5,394 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 5,207

Change-5,207 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 5,149

Change-5,149 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,912

Change-4,912 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 4,254

Change-4,254 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 4,191

Change-4,191 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,170

Change-4,170 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,124

Change-4,124 (-100%)

Value—

RiverFront Investment Group, LLC

N/A

Shares— from 3,962

Change-3,962 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 3,953

Change-3,953 (-100%)

Value—

IF Advisors, LLC

N/A

Shares— from 3,765

Change-3,765 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 3,732

Change-3,732 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3,588

Change-3,588 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 3,420

Change-3,420 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 3,377

Change-3,377 (-100%)

Value—

Ascension Capital Advisors, Inc.

N/A

Shares— from 3,300

Change-3,300 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 3,221

Change-3,221 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 3,198

Change-3,198 (-100%)

Value—

Bantamac Capital, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 2,995

Change-2,995 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 2,735

Change-2,735 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,642

Change-2,642 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 2,173

Change-2,173 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,705

Change-1,705 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 1,640

Change-1,640 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,532

Change-1,532 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 900

Change-900 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 812

Change-812 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 788

Change-788 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 719

Change-719 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 465

Change-465 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 455

Change-455 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 306

Change-306 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 228

Change-228 (-100%)

Value—

Chesapeake Asset Management LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

Tiaa Wealth Investment Management LLC

N/A

Shares— from 162

Change-162 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 153

Change-153 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 110

Change-110 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

	Status
Davenport & Co LLC	INCREASED	1,054,847	889,118	+165,729	+19%	$67.4M	$75.6M	+$8.2M	2026-10-14
Truist Financial Corp	INCREASED	480,702	461,410	+19,292	+4%	$35.0M	$34.4M	-$529.9K	2026-10-30
LPL Financial LLC	INCREASED	465,444	446,533	+18,911	+4%	$33.8M	$33.3M	-$495.5K	2026-11-06
Freedom Investment Management, Inc.	INCREASED	297,379	284,274	+13,105	+5%	$21.5M	$21.3M	-$239.1K	2026-11-09
CPC Advisors, LLC	INCREASED	271,392	267,688	+3,704	+1%	$20.3M	$19.4M	-$843.8K	2026-10-21
Clearwater Capital Advisors, LLC	INCREASED	194,573	192,023	+2,550	+1%	$14.6M	$13.9M	-$612.9K	2026-11-06
HighTower Advisors, LLC	INCREASED	136,096	114,614	+21,482	+19%	$8.7M	$9.7M	+$1.1M	2026-11-10
Theory Financial LLC	INCREASED	112,190	109,393	+2,797	+3%	$8.3M	$8.0M	-$252.9K	2026-11-09
Breakwater Capital Group	INCREASED	81,381	77,786	+3,595	+5%	$5.9M	$5.8M	-$64.8K	2026-10-09
Cambridge Investment Research Advisors, Inc.	DECREASED	75,299	78,199	-2,900	-4%	$5.9M	$5.4K	-$5.9M	2026-11-02
Provident Wealth Management, LLC	DECREASED	72,188	101,898	-29,710	-29%	$7.7M	$5.2M	-$2.6M	2026-10-20
Davidson Kahn Capital Management, LLC	DECREASED	68,304	79,471	-11,167	-14%	$6.0M	$4.9M	-$1.1M	2026-10-26
Sylvest Advisors, LLC	INCREASED	64,130	62,150	+1,980	+3%	$4.7M	$4.6M	-$115.7K	2026-10-26
TopTier Wealth Management, LLC	DECREASED	59,804	60,687	-883	-1%	$4.6M	$4.3M	-$314.8K	2026-10-16
Central Trust Co	INCREASED	53,636	48,505	+5,131	+11%	$3.7M	$3.8M	+$166.6K	2026-11-05
NewSquare Capital LLC	INCREASED	50,000	48,657	+1,343	+3%	$3.7M	$3.6M	-$105.4K	2026-11-06
Roan Capital Partners	INCREASED	49,158	47,952	+1,206	+3%	$3.6M	$3.5M	-$112.3K	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	47,051	48,355	-1,304	-3%	$3.7M	$3.4M	-$293.8K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	44,594	39,836	+4,758	+12%	$3.0M	$3.2M	+$175.8K	2026-11-02
Culbertson A N & Co Inc	DECREASED	44,045	45,015	-970	-2%	$3.4M	$3.2M	-$256.0K	2026-10-21
Great Point Wealth Advisors, LLC	DECREASED	41,031	46,770	-5,739	-12%	$3.5M	$2.9M	-$605.0K	2026-10-15
Lionshead Wealth Management, LLC	DECREASED	40,660	41,401	-741	-2%	$3.1M	$2.9M	-$224.7K	2026-10-21
GHP Investment Advisors, Inc.	DECREASED	38,240	38,393	-153	0%	$2.9M	$2.7M	-$170.0K	2026-10-15
Lauer Wealth, LLC	DECREASED	35,590	35,976	-386	-1%	$2.7M	$2.6M	-$111.6K	2026-10-13
Flagship Harbor Advisors, LLC	INCREASED	24,479	24,478	+1	0%	$1.9M	$1.8M	-$101.4K	2026-10-26
Envision Financial LLC	INCREASED	21,986	8,368	+13,618	+163%	$634.1K	$1.9M	+$1.3M	2026-10-15
Apella Capital, LLC	UNCHANGED	20,925	20,925	0	0%	$1.6M	$1.5M	-$59.6K	2026-10-08
Mather Group, Llc.	INCREASED	20,243	20,169	+74	+0%	$1.5M	$1.5M	-$78.2K	2026-10-14
Diversified Trust Co	NEW	17,661	—	+17,661	—	—	$1.3M	—	2026-11-06
Savant Capital, LLC	DECREASED	16,566	29,160	-12,594	-43%	$2.1M	$1.2M	-$906.6K	2026-11-06
RVW Wealth, LLC	UNCHANGED	16,165	16,165	0	0%	$1.2M	$1.2M	-$67.0K	2026-10-06
Institute for Wealth Management, Llc.	UNCHANGED	12,490	12,490	0	0%	$946.5K	$894.8K	-$51.8K	2026-11-06
Aurora Private Wealth, Inc.	INCREASED	11,114	11,080	+34	+0%	$840.0K	$796	-$839.2K	2026-10-20
LBJ Family Wealth Advisors, Ltd.	INCREASED	10,495	10,471	+24	+0%	$790	$752	-$38	2026-10-01
Western Wealth Management, LLC	DECREASED	10,263	10,428	-165	-2%	$790.2K	$735.2K	-$55.0K	2026-11-09
Amplius Wealth Advisors, LLC	DECREASED	9,965	13,382	-3,417	-26%	$1.0M	$713.9K	-$300.2K	2026-10-20
Creative Planning	UNCHANGED	9,050	9,050	0	0%	$685.8K	$648.3K	-$37.5K	2026-11-02
Wealth Enhancement Advisory Services, LLC	DECREASED	8,555	8,570	-15	0%	$643.1K	$620.5K	-$22.6K	2026-10-13
Ascentis Independent Advisors	INCREASED	8,113	368	+7,745	+2105%	$27.9K	$581.3K	+$553.4K	2026-11-03
Cathy Pareto & Associates, Inc	DECREASED	7,622	7,870	-248	-3%	$596.4K	$546.1K	-$50.3K	2026-10-15
Team Financial Group, LLC	DECREASED	6,193	6,576	-383	-6%	$498.4K	$443.7K	-$54.7K	2026-10-30
S.A. Mason LLC	UNCHANGED	6,079	6,079	0	0%	$460.7K	$435.5K	-$25.2K	2026-10-13
Asset Dedication, LLC	DECREASED	6,030	11,963	-5,933	-50%	$906.6K	$432.0K	-$474.6K	2026-11-03
Sensible Money, LLC	DECREASED	5,933	11,866	-5,933	-50%	$899.2K	$425.0K	-$474.2K	2026-10-20
Bridgelight Financial Advisors, Inc.	INCREASED	5,676	5,659	+17	+0%	$428.8K	$406.6K	-$22.2K	2026-10-20
Laurel OAK Wealth Management, LLC	UNCHANGED	5,538	5,538	0	0%	$419.7K	$396.7K	-$22.9K	2026-10-19
HighPoint Advisor Group LLC	DECREASED	5,384	5,424	-40	-1%	$411.1K	$385.7K	-$25.3K	2026-11-09
Cornerstone Wealth Management, LLC	DECREASED	5,308	5,346	-38	-1%	$405.1K	$380.3K	-$24.8K	2026-11-04
Wealthcare Advisory Partners LLC	INCREASED	4,916	4,904	+12	+0%	$371.6K	$352.1K	-$19.5K	2026-10-21
Merit Financial Group, LLC	DECREASED	4,718	6,013	-1,295	-22%	$455.7K	$338.0K	-$117.7K	2026-11-06
Fulton Bank, N.A.	UNCHANGED	4,698	4,698	0	0%	$356.0K	$336.6K	-$19.5K	2026-10-14
Vicus Capital	DECREASED	4,442	4,877	-435	-9%	$369.6K	$318.2K	-$51.4K	2026-11-05
Midwest Trust Co	DECREASED	4,324	4,483	-159	-4%	$339.7K	$309.8K	-$30.0K	2026-10-22
Howard Wealth Management, LLC	UNCHANGED	4,317	4,317	0	0%	$327.2K	$309.3K	-$17.9K	2026-10-28
M Holdings Securities, Inc.	NEW	4,258	—	+4,258	—	—	$321	—	2026-11-03
Vise Technologies, Inc.	INCREASED	4,237	3,745	+492	+13%	$283.8K	$303.5K	+$19.7K	2026-10-29
Simplicity Wealth,LLC	INCREASED	4,234	4,226	+8	+0%	$320.2K	$303.4K	-$16.9K	2026-10-23
Capital Management Corp	INCREASED	4,050	4,045	+5	+0%	$306.5K	$290.1K	-$16.4K	2026-10-29
Koshinski Asset Management, Inc.	INCREASED	3,923	3,922	+1	+0%	$297.3K	$281.0K	-$16.2K	2026-10-29
Acorn Wealth Advisors, LLC	UNCHANGED	3,916	3,916	0	0%	$296.8K	$296.8K	$0	2026-10-19
Stanich Group LLC	DECREASED	3,904	3,973	-69	-2%	$301.1K	$279.7K	-$21.4K	2026-10-16
Colonial River Investments, LLC	DECREASED	3,737	4,091	-354	-9%	$310.0K	$267.7K	-$42.3K	2026-10-19
BlueChip Wealth Advisors LLC	NEW	3,639	—	+3,639	—	—	$260.7K	—	2026-11-03
Financial Insights, Inc.	UNCHANGED	3,563	3,563	0	0%	$270.0K	$255.3K	-$14.8K	2026-10-27
Principle Wealth Partners LLC	INCREASED	3,482	3,472	+10	+0%	$263.1K	$249.5K	-$13.6K	2026-11-02
Kaydan Wealth Management, Inc.	UNCHANGED	3,450	3,450	0	0%	$261.5K	$247.2K	-$14.3K	2026-10-08
McKinley Carter Wealth Services, Inc.	UNCHANGED	3,410	3,410	0	0%	$258.4K	$244.3K	-$14.1K	2026-10-16
Post Resch Tallon Group Inc.	UNCHANGED	3,240	3,240	0	0%	$245.5K	$232.1K	-$13.4K	2026-10-09
SeaCrest Wealth Management, LLC	INCREASED	3,103	3,085	+18	+1%	$233.8K	$222.3K	-$11.5K	2026-10-21
Align Financial, LLC	UNCHANGED	3,103	3,103	0	0%	$235.2K	$222.3K	-$12.9K	2026-10-16
RTD Financial Advisors, Inc.	UNCHANGED	2,842	2,842	0	0%	$215.4K	$203.6K	-$11.8K	2026-10-09
Chicago Partners Investment Group LLC	INCREASED	2,736	2,728	+8	+0%	$205.2K	$201.3K	-$3.9K	2026-10-27
Dhjj Financial Advisors, Ltd.	UNCHANGED	2,370	2,370	0	0%	$179.6K	$169.8K	-$9.8K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	2,367	2,106	+261	+12%	$159.6K	$169.6K	+$10.0K	2026-10-08
Fifth Third Bancorp	INCREASED	2,258	2,094	+164	+8%	$158.7K	$161.8K	+$3.1K	2026-11-05
US Bancorp \de\	UNCHANGED	1,955	1,955	0	0%	$148.2K	$140.1K	-$8.1K	2026-11-05
William Mack & Associates, Inc.	NEW	1,930	—	+1,930	—	—	$138.3K	—	2026-10-27
Allworth Financial LP	UNCHANGED	1,739	1,739	0	0%	$131.8K	$131.8K	$0	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	1,731	1,354	+377	+28%	$102.6K	$124.0K	+$21.4K	2026-11-06
Ashton Thomas Private Wealth, LLC	DECREASED	1,547	3,345	-1,798	-54%	$253.5K	$110.8K	-$142.7K	2026-11-03
SBK Financial, Inc.	UNCHANGED	1,467	1,467	0	0%	$111.2K	$105.1K	-$6.1K	2026-11-02
Horizons Wealth Management	NEW	1,233	—	+1,233	—	—	$88.3K	—	2026-10-05
Capital Advisors, Ltd. LLC	UNCHANGED	1,232	1,232	0	0%	$93	$88	-$5	2026-10-27
Financial Freedom, LLC	NEW	1,071	—	+1,071	—	—	$76.7K	—	2026-11-06
Golden State Wealth Management, LLC	UNCHANGED	1,050	1,050	0	0%	$79.6K	$75.2K	-$4.4K	2026-11-02
Assetmark, Inc	UNCHANGED	1,008	1,008	0	0%	$76.4K	$72.2K	-$4.2K	2026-10-21
Investors Research Corp	DECREASED	917	1,799	-882	-49%	$136.3K	$65.7K	-$70.6K	2026-10-07
Cassaday & Co Wealth Management LLC	UNCHANGED	744	744	0	0%	$56.4K	$53.3K	-$3.1K	2026-10-27
Lowe Brockenbrough & Co Inc	NEW	730	—	+730	—	—	$52.3K	—	2026-11-09
Nfsg Corp	UNCHANGED	632	632	0	0%	$47.9K	$45.3K	-$2.6K	2026-10-15
EPG Wealth Management LLC	UNCHANGED	569	569	0	0%	$43.1K	$40.8K	-$2.4K	2026-11-03
Oakworth Capital, Inc.	UNCHANGED	554	554	0	0%	$42.0K	$39.7K	-$2.3K	2026-10-26
Creative Financial Designs Inc	UNCHANGED	547	547	0	0%	$41.5K	$39.2K	-$2.3K	2026-11-04
Quaker Wealth Management, LLC	UNCHANGED	440	440	0	0%	$33.3K	$31.5K	-$1.8K	2026-10-22
Trust Co of Vermont	UNCHANGED	400	400	0	0%	$30.3K	$28.7K	-$1.7K	2026-10-21
James T. Borello RIA	UNCHANGED	387	387	0	0%	$29.3K	$27.7K	-$1.6K	2026-10-16
Lanark Financial, Inc.	INCREASED	292	291	+1	+0%	$22.1K	$20.9K	-$1.2K	2026-10-26
Allspring Global Investments Holdings, LLC	NEW	282	—	+282	—	—	$20.6K	—	2026-11-04
RMG Wealth Management LLC	NEW	265	—	+265	—	—	$19.6K	—	2026-10-26
Plante Moran Financial Advisors, LLC	UNCHANGED	228	228	0	0%	$17.3K	$16.3K	-$945	2026-11-04
Evolution Wealth Management Inc.	UNCHANGED	200	200	0	0%	$15.2K	$14.3K	-$829	2026-10-28
Provenance Wealth Advisors, LLC	NEW	129	—	+129	—	—	$9.2K	—	2026-10-30
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	85	85	0	0%	$6.4K	$6.1K	-$353	2026-10-27
Atlantic Edge Private Wealth Management, LLC	UNCHANGED	45	45	0	0%	$3.4K	$3.2K	-$187	2026-10-20
Strategic Advocates LLC	UNCHANGED	8	8	0	0%	$606	$573	-$33	2026-11-03
Oxler Private Wealth LLC	CLOSED	0	8,366	-8,366	-100%	$634.0K	$0	-$634.0K	2026-10-21
Dana Investment Advisors, Inc.	CLOSED	0	5,484	-5,484	-100%	$415.6K	$0	-$415.6K	2026-11-06
Florida Financial Advisors, LLC	CLOSED	0	2,825	-2,825	-100%	$214.1K	$0	-$214.1K	2026-11-09
IFP Advisors, Inc	CLOSED	0	343	-343	-100%	$26.0K	$0	-$26.0K	2026-10-16
Gill Capital Partners, LLC	CLOSED	0	150	-150	-100%	$11.4K	$0	-$11.4K	2026-10-13
Quent Capital, LLC	CLOSED	0	84	-84	-100%	$6.4K	$0	-$6.4K	2026-11-09
UBS Group AG	N/A	—	526,139	-526,139	-100%	$39.9M	—	—	—
Morgan Stanley	N/A	—	469,226	-469,226	-100%	$35.6M	—	—	—
Bank of America Corp	N/A	—	464,685	-464,685	-100%	$35.2M	—	—	—
Baird Financial Group, Inc.	N/A	—	222,376	-222,376	-100%	$16.9M	—	—	—
IEQ Capital, LLC	N/A	—	203,578	-203,578	-100%	$15.4M	—	—	—
Private Advisor Group, LLC	N/A	—	176,452	-176,452	-100%	$13.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	141,949	-141,949	-100%	$10.8M	—	—	—
Royal Bank of Canada	N/A	—	141,724	-141,724	-100%	$10.7M	—	—	—
JPMorgan Chase & Co	N/A	—	121,786	-121,786	-100%	$9.2M	—	—	—
Wells Fargo & Company	N/A	—	114,836	-114,836	-100%	$8.7M	—	—	—
Raymond James Financial Inc	N/A	—	104,998	-104,998	-100%	$8.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	84,755	-84,755	-100%	$6.4M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	84,335	-84,335	-100%	$6.4M	—	—	—
Ameriprise Financial Inc	N/A	—	66,417	-66,417	-100%	$5.0M	—	—	—
Cetera Investment Advisers	N/A	—	59,953	-59,953	-100%	$4.5M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	41,046	-41,046	-100%	$3.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	37,457	-37,457	-100%	$2.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	36,465	-36,465	-100%	$2.8M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	34,118	-34,118	-100%	$2.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	30,660	-30,660	-100%	$2.3M	—	—	—
L & S Advisors Inc	N/A	—	30,276	-30,276	-100%	$2.3M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	27,447	-27,447	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	23,555	-23,555	-100%	$1.8M	—	—	—
Ridge Creek Global, Inc	N/A	—	22,676	-22,676	-100%	$1.7M	—	—	—
Crux Wealth Advisors	N/A	—	21,066	-21,066	-100%	$1.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	19,317	-19,317	-100%	$1.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	18,392	-18,392	-100%	$1.4M	—	—	—
Mason Investment Advisory Services, Inc.	N/A	—	17,434	-17,434	-100%	$1.3M	—	—	—
Summit Financial, LLC	N/A	—	16,290	-16,290	-100%	$1.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	14,651	-14,651	-100%	$1.1M	—	—	—
Centric Wealth Management	N/A	—	14,140	-14,140	-100%	$1.1M	—	—	—
World Investment Advisors	N/A	—	12,555	-12,555	-100%	$843.9K	—	—	—
Pacific SUN Financial Corp	N/A	—	10,945	-10,945	-100%	$829.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	10,667	-10,667	-100%	$808.4K	—	—	—
Waverly Advisors, LLC	N/A	—	10,005	-10,005	-100%	$758.2K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	9,021	-9,021	-100%	$683.6K	—	—	—
PSI Advisors, LLC	N/A	—	7,331	-7,331	-100%	$555.6K	—	—	—
Cresset Asset Management, LLC	N/A	—	6,975	-6,975	-100%	$528.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	6,927	-6,927	-100%	$525.0K	—	—	—
CVA Family Office, LLC	N/A	—	6,912	-6,912	-100%	$523.8K	—	—	—
Blair William & Co	N/A	—	6,682	-6,682	-100%	$506.4K	—	—	—
Wealthspire Advisors, LLC	N/A	—	6,423	-6,423	-100%	$486.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,313	-6,313	-100%	$478.4K	—	—	—
Sargent Investment Group, LLC	N/A	—	6,075	-6,075	-100%	$460.4K	—	—	—
Bragg Financial Advisors, Inc	N/A	—	5,784	-5,784	-100%	$438.3K	—	—	—
Stifel Financial Corp	N/A	—	5,577	-5,577	-100%	$422.7K	—	—	—
&partners	N/A	—	5,394	-5,394	-100%	$408.8K	—	—	—
Composition Wealth, LLC	N/A	—	5,207	-5,207	-100%	$394.6K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	5,149	-5,149	-100%	$390.2K	—	—	—
MML Investors Services, LLC	N/A	—	4,912	-4,912	-100%	$372.2K	—	—	—
Mariner, LLC	N/A	—	4,254	-4,254	-100%	$322.4K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	4,191	-4,191	-100%	$317.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,170	-4,170	-100%	$316.0K	—	—	—
FMR LLC	N/A	—	4,124	-4,124	-100%	$312.5K	—	—	—
RiverFront Investment Group, LLC	N/A	—	3,962	-3,962	-100%	$300.3K	—	—	—
Focus Partners Wealth	N/A	—	3,953	-3,953	-100%	$299.6K	—	—	—
IF Advisors, LLC	N/A	—	3,765	-3,765	-100%	$285.3K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	3,732	-3,732	-100%	$282.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	3,588	-3,588	-100%	$269.6K	—	—	—
Neuberger Berman Group LLC	N/A	—	3,420	-3,420	-100%	$259.2K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	3,377	-3,377	-100%	$255.9K	—	—	—
Ascension Capital Advisors, Inc.	N/A	—	3,300	-3,300	-100%	$250.1K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	3,221	-3,221	-100%	$244.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	3,198	-3,198	-100%	$242.4K	—	—	—
Bantamac Capital, LLC	N/A	—	3,000	-3,000	-100%	$227.4K	—	—	—
Captrust Financial Advisors	N/A	—	2,995	-2,995	-100%	$227.0K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	2,735	-2,735	-100%	$207.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,642	-2,642	-100%	$200.2K	—	—	—
EP Wealth Advisors, LLC	N/A	—	2,173	-2,173	-100%	$164.7K	—	—	—
Franklin Resources Inc	N/A	—	1,705	-1,705	-100%	$129.2K	—	—	—
Ancora Advisors LLCA	N/A	—	1,640	-1,640	-100%	$124.3K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,532	-1,532	-100%	$116.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	900	-900	-100%	$67.4K	—	—	—
BFC Planning, Inc.	N/A	—	812	-812	-100%	$61.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	788	-788	-100%	$59.7K	—	—	—
AE Wealth Management LLC	N/A	—	719	-719	-100%	$54.5K	—	—	—
BlackRock, Inc.	N/A	—	465	-465	-100%	$35.2K	—	—	—
Continuum Advisory, LLC	N/A	—	455	-455	-100%	$34.5K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	306	-306	-100%	$23.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	228	-228	-100%	$17.3K	—	—	—
Chesapeake Asset Management LLC	N/A	—	175	-175	-100%	$13.3K	—	—	—
Tiaa Wealth Investment Management LLC	N/A	—	162	-162	-100%	$12.2K	—	—	—
Johnson Financial Group, Inc.	N/A	—	153	-153	-100%	$11.6K	—	—	—
Vanguard Advisers Inc	N/A	—	110	-110	-100%	$8.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	92	-92	-100%	$7.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	60	-60	-100%	$4.5K	—	—	—
Operose Advisors LLC	N/A	—	24	-24	-100%	$1.8K	—	—	—

Showing 198 of 198 institutions