Woodside Energy Group (WOP)

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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Creative Planning

INCREASED

Shares677,511 from 591,873

Change+85,638 (+14%)

Value$15.0M (+$3.6M)

Filed 2026-11-02

Dimensional Fund Advisors LP

INCREASED

Shares638,880 from 630,667

Change+8,213 (+1%)

Value$14.2M (+$2.0M)

Filed 2026-11-04

Hourglass Capital, LLC

INCREASED

Shares329,668 from 326,760

Change+2,908 (+1%)

Value$7.3M (+$995.7K)

Filed 2026-10-26

Barclays PLC

DECREASED

Shares260,030 from 371,214

Change-111,184 (-30%)

Value$5.8M (-$1.4M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares138,768 from 135,571

Change+3,197 (+2%)

Value$3.1M (+$457.3K)

Filed 2026-11-05

Nichols & Pratt Advisers LLP

INCREASED

Shares135,356 from 135,281

Change+75 (+0%)

Value$3.0M (+$337.1K)

Filed 2026-10-13

Ethic Inc.

INCREASED

Shares129,681 from 127,281

Change+2,400 (+2%)

Value$2.9M (+$416.0K)

Filed 2026-11-03

U S Global Investors Inc

UNCHANGED

Shares125,000 from 125,000

Change0 (0%)

Value$2.8M (+$356.3K)

Filed 2026-10-22

Confluence Investment Management LLC

INCREASED

Shares114,832 from 90,282

Change+24,550 (+27%)

Value$2.5M (+$801.6K)

Filed 2026-10-01

US Bancorp \de\

INCREASED

Shares110,968 from 106,975

Change+3,993 (+4%)

Value$2.5M (+$393.4K)

Filed 2026-11-05

McAlvany Wealth Management LLC

INCREASED

Shares110,407 from 110,051

Change+356 (+0%)

Value$2.4M (+$321.5K)

Filed 2026-10-29

Truist Financial Corp

INCREASED

Shares107,335 from 106,663

Change+672 (+1%)

Value$2.4M (+$318.9K)

Filed 2026-10-30

Perpetual Ltd

INCREASED

Shares94,336 from 81,067

Change+13,269 (+16%)

Value$2.1M (+$525.2K)

Filed 2026-10-13

Citigroup Inc

INCREASED

Shares75,311 from 75,062

Change+249 (+0%)

Value$1.7M (+$219.4K)

Filed 2026-11-04

Oppenheimer & Co Inc

DECREASED

Shares71,449 from 78,462

Change-7,013 (-9%)

Value$1.6M (+$68.1K)

Filed 2026-10-26

Quadrant Capital Group LLC

INCREASED

Shares68,732 from 68,203

Change+529 (+1%)

Value$1.6M (+$276.9K)

Filed 2026-10-20

Signaturefd, LLC

INCREASED

Shares67,656 from 63,235

Change+4,421 (+7%)

Value$1.5M (+$278.2K)

Filed 2026-10-23

PKO Investment Management Joint-Stock Co

UNCHANGED

Shares58,500 from 58,500

Change0 (0%)

Value$1.3M (+$166.7K)

Filed 2026-10-19

Michael J. Porro & Co. Financial Advisors, Inc.

DECREASED

Shares56,221 from 57,081

Change-860 (-2%)

Value$1.2M (+$143.6K)

Filed 2026-10-16

Evergreen Capital Management LLC

DECREASED

Shares55,895 from 56,595

Change-700 (-1%)

Value$1.2M (+$145.8K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

DECREASED

Shares50,299 from 54,234

Change-3,935 (-7%)

Value$1.1M (+$67.3K)

Filed 2026-11-06

Kornitzer Capital Management Inc

INCREASED

Shares47,893 from 44,413

Change+3,480 (+8%)

Value$1.1M (+$203.7K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares47,873 from 37,689

Change+10,184 (+27%)

Value$1.1K (-$726.9K)

Filed 2026-11-02

180 Wealth Advisors, LLC

DECREASED

Shares45,485 from 45,825

Change-340 (-1%)

Value$1.0M (+$123.1K)

Filed 2026-11-03

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares42,089 from 28,825

Change+13,264 (+46%)

Value$933.1K (+$376.2K)

Filed 2026-10-27

Savant Capital, LLC

DECREASED

Shares37,655 from 51,796

Change-14,141 (-27%)

Value$834.8K (-$281.0K)

Filed 2026-11-06

Associated Banc-Corp

DECREASED

Shares36,067 from 41,628

Change-5,561 (-13%)

Value$799.6K (-$4.6K)

Filed 2026-10-30

Vise Technologies, Inc.

INCREASED

Shares34,316 from 32,949

Change+1,367 (+4%)

Value$760.8K (+$124.2K)

Filed 2026-10-29

Oppenheimer Asset Management Inc.

DECREASED

Shares28,318 from 29,555

Change-1,237 (-4%)

Value$627.8K (+$56.8K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

INCREASED

Shares27,501 from 24,848

Change+2,653 (+11%)

Value$609.7K (+$129.6K)

Filed 2026-11-02

Aaron Wealth Advisors LLC

INCREASED

Shares24,976 from 22,221

Change+2,755 (+12%)

Value$553.7K (+$124.4K)

Filed 2026-10-13

BankChampaign, National Association

DECREASED

Shares24,961 from 27,586

Change-2,625 (-10%)

Value$553.4K (+$20.4K)

Filed 2026-10-19

Versant Capital Management, Inc

INCREASED

Shares24,394 from 24,075

Change+319 (+1%)

Value$540.8K (+$75.7K)

Filed 2026-10-02

Compound Planning, Inc.

INCREASED

Shares23,777 from 23,482

Change+295 (+1%)

Value$527.1K (+$73.4K)

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

INCREASED

Shares21,467 from 19,442

Change+2,025 (+10%)

Value$466.4K (+$88.0K)

Filed 2026-11-04

Cambiar Investors LLC

NEW

Shares19,795

Change+19,795

Value$438.9K

Filed 2026-11-04

Keybank National Association

INCREASED

Shares19,190 from 16,427

Change+2,763 (+17%)

Value$425.4K (+$108.1K)

Filed 2026-11-04

Moody National Bank Trust Division

INCREASED

Shares17,723 from 16,125

Change+1,598 (+10%)

Value$392.9K (+$81.4K)

Filed 2026-10-06

Choreo, LLC

INCREASED

Shares16,909 from 14,213

Change+2,696 (+19%)

Value$374.9K (+$100.3K)

Filed 2026-10-28

Atria Investments, Inc

NEW

Shares15,883

Change+15,883

Value$352.1K

Filed 2026-10-15

Park Avenue Securities LLC

INCREASED

Shares15,813 from 12,709

Change+3,104 (+24%)

Value$351 (-$245.6K)

Filed 2026-10-26

Abel Hall, LLC

INCREASED

Shares15,787 from 15,710

Change+77 (+0%)

Value$350.0K (+$46.5K)

Filed 2026-10-19

Marks Group Wealth Management, Inc

INCREASED

Shares14,536 from 13,924

Change+612 (+4%)

Value$322.3K (+$53.3K)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares14,159 from 13,815

Change+344 (+2%)

Value$313.9K (+$47.0K)

Filed 2026-11-03

Summit Global Investments

DECREASED

Shares13,429 from 19,872

Change-6,443 (-32%)

Value$298 (-$383.7K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

NEW

Shares13,251

Change+13,251

Value$299.3K

Filed 2026-10-13

PDS Planning, Inc

DECREASED

Shares12,852 from 13,331

Change-479 (-4%)

Value$284.9K (+$27.4K)

Filed 2026-11-03

HUB Investment Partners, LLC

INCREASED

Shares12,623 from 11,202

Change+1,421 (+13%)

Value$279.9K (+$63.4K)

Filed 2026-11-03

Anchyra Partners LLC

INCREASED

Shares12,444 from 10,969

Change+1,475 (+13%)

Value$275.9K (+$64.0K)

Filed 2026-10-13

Thrivent Financial for Lutherans

INCREASED

Shares11,693 from 11,411

Change+282 (+2%)

Value$259 (-$219.7K)

Filed 2026-11-05

Cullen T Bankers, Inc.

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$243.9K (+$31.4K)

Filed 2026-10-28

Meriwether Wealth & Planning, LLC

DECREASED

Shares10,874 from 13,474

Change-2,600 (-19%)

Value$241.1K (-$19.2K)

Filed 2026-10-13

Portside Wealth Group, LLC

NEW

Shares10,591

Change+10,591

Value$234.8K

Filed 2026-10-20

Legacy Advisors, LLC

NEW

Shares9,846

Change+9,846

Value$218.3K

Filed 2026-10-19

Merit Financial Group, LLC

NEW

Shares9,845

Change+9,845

Value$218.3K

Filed 2026-11-06

Gibbs Wealth Management

NEW

Shares9,782

Change+9,782

Value$216.9K

Filed 2026-10-22

Clearstead Advisors, LLC

INCREASED

Shares9,655 from 7,614

Change+2,041 (+27%)

Value$214.0K (+$66.9K)

Filed 2026-11-06

Sage Rhino Capital LLC

NEW

Shares9,588

Change+9,588

Value$212.6K

Filed 2026-10-28

HB Wealth Management, LLC

NEW

Shares9,321

Change+9,321

Value$206.6K

Filed 2026-10-23

Park Capital Management, LLC / WI

NEW

Shares9,275

Change+9,275

Value$205.6K

Filed 2026-10-13

Greenleaf Trust

DECREASED

Shares9,033 from 11,521

Change-2,488 (-22%)

Value$200.3K (-$22.3K)

Filed 2026-10-29

Gamma Investing LLC

INCREASED

Shares8,853 from 6,649

Change+2,204 (+33%)

Value$196.3K (+$67.8K)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares7,942 from 6,607

Change+1,335 (+20%)

Value$176.1K (+$48.6K)

Filed 2026-10-08

Kelleher Financial Advisors

UNCHANGED

Shares7,915 from 7,915

Change0 (0%)

Value$175.5K (+$22.6K)

Filed 2026-10-30

V-Square Quantitative Management LLC

DECREASED

Shares6,313 from 6,720

Change-407 (-6%)

Value$140.0K (+$10.1K)

Filed 2026-10-15

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares5,470 from 5,582

Change-112 (-2%)

Value$121.3K (+$13.4K)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

INCREASED

Shares4,713 from 3,690

Change+1,023 (+28%)

Value$104.5K (+$33.2K)

Filed 2026-11-04

Cromwell Holdings LLC

INCREASED

Shares4,461 from 4,451

Change+10 (+0%)

Value$98.9K (+$12.9K)

Filed 2026-10-28

Assetmark, Inc

INCREASED

Shares4,339 from 1,467

Change+2,872 (+196%)

Value$96.2K (+$67.9K)

Filed 2026-10-21

Eastern Bank

UNCHANGED

Shares4,011 from 4,011

Change0 (0%)

Value$88.9K (+$11.4K)

Filed 2026-10-05

Blue Trust, Inc.

DECREASED

Shares3,895 from 9,137

Change-5,242 (-57%)

Value$86.4K (-$90.2K)

Filed 2026-10-15

Manchester Capital Management LLC

UNCHANGED

Shares3,443 from 3,443

Change0 (0%)

Value$76.3K (+$9.8K)

Filed 2026-10-22

Fifth Third Bancorp

INCREASED

Shares3,335 from 3,200

Change+135 (+4%)

Value$73.9K (+$12.1K)

Filed 2026-11-05

SBI Securities Co., Ltd.

INCREASED

Shares3,030 from 2,826

Change+204 (+7%)

Value$67.2K (+$12.6K)

Filed 2026-10-22

Salomon & Ludwin, LLC

DECREASED

Shares2,432 from 2,443

Change-11 (0%)

Value$53.9K (+$6.7K)

Filed 2026-10-29

Owl Creek Wealth Partners LLC

INCREASED

Shares2,374 from 2,319

Change+55 (+2%)

Value$52.6K (+$7.8K)

Filed 2026-10-20

Nisa Investment Advisors, LLC

INCREASED

Shares2,113 from 2,053

Change+60 (+3%)

Value$46.8K (+$7.2K)

Filed 2026-10-20

Grove Bank & Trust

DECREASED

Shares1,926 from 1,932

Change-6 (0%)

Value$42.7K (+$5.4K)

Filed 2026-10-08

TD Waterhouse Canada Inc.

INCREASED

Shares1,616 from 1,394

Change+222 (+16%)

Value$35.2K (+$8.3K)

Filed 2026-10-16

Stone House Investment Management, LLC

INCREASED

Shares1,612 from 1,503

Change+109 (+7%)

Value$35.7K (+$6.7K)

Filed 2026-10-23

James T. Borello RIA

INCREASED

Shares1,441 from 811

Change+630 (+78%)

Value$31.9K (+$16.3K)

Filed 2026-10-16

Parkside Financial Bank & Trust

INCREASED

Shares1,044 from 1,000

Change+44 (+4%)

Value$23.1K (+$3.8K)

Filed 2026-10-27

Silver Grove Financial Group, Inc.

INCREASED

Shares1,031 from 836

Change+195 (+23%)

Value$22.9K (+$6.7K)

Filed 2026-11-05

Financial Consulate, Inc

INCREASED

Shares977 from 704

Change+273 (+39%)

Value$21.7K (+$8.1K)

Filed 2026-10-23

Provenance Wealth Advisors, LLC

NEW

Shares963

Change+963

Value$21.4K

Filed 2026-10-30

Larson Financial Group LLC

INCREASED

Shares803 from 530

Change+273 (+52%)

Value$17.8K (+$7.6K)

Filed 2026-11-05

Trust Co of Toledo NA

UNCHANGED

Shares796 from 796

Change0 (0%)

Value$17.6K (+$2.3K)

Filed 2026-10-16

Bell Investment Advisors, Inc

UNCHANGED

Shares731 from 731

Change0 (0%)

Value$16.2K (+$2.1K)

Filed 2026-10-29

Private Trust Co NA

INCREASED

Shares689 from 644

Change+45 (+7%)

Value$15.3K (+$2.8K)

Filed 2026-10-20

Bare Financial Services, Inc

INCREASED

Shares674 from 655

Change+19 (+3%)

Value$14.9K (+$2.3K)

Filed 2026-11-04

TD Private Client Wealth LLC

INCREASED

Shares649 from 595

Change+54 (+9%)

Value$14.4K (+$2.9K)

Filed 2026-10-28

JFS Wealth Advisors, LLC

UNCHANGED

Shares641 from 641

Change0 (0%)

Value$14.2K (+$1.8K)

Filed 2026-11-03

Signature Equity Partners, LLC

DECREASED

Shares574 from 591

Change-17 (-3%)

Value$12.7K (+$1.3K)

Filed 2026-10-29

Westside Investment Management, Inc.

UNCHANGED

Shares506 from 506

Change0 (0%)

Value$11.0K (+$1.3K)

Filed 2026-11-02

True Wealth Design, LLC

DECREASED

Shares459 from 512

Change-53 (-10%)

Value$10.2K (+$285)

Filed 2026-10-13

Nova Financial LLC

NEW

Shares452

Change+452

Value$10.0K

Filed 2026-11-04

First Command Advisory Services, Inc.

NEW

Shares373

Change+373

Value$8.3K

Filed 2026-11-05

West Financial Advisors, LLC

NEW

Shares371

Change+371

Value$8.2K

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares338 from 144

Change+194 (+135%)

Value$7.5K (+$4.7K)

Filed 2026-10-16

GHP Investment Advisors, Inc.

INCREASED

Shares323 from 319

Change+4 (+1%)

Value$7.2K (+$986)

Filed 2026-10-15

SJS Investment Consulting Inc.

UNCHANGED

Shares318 from 318

Change0 (0%)

Value$7.1K (+$907)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares284

Change+284

Value$6.3K

Filed 2026-10-21

North Star Investment Management Corp.

UNCHANGED

Shares188 from 188

Change0 (0%)

Value$4.2K (+$536)

Filed 2026-10-27

Gleason Group, Inc.

UNCHANGED

Shares187 from 187

Change0 (0%)

Value$4.1K (+$533)

Filed 2026-10-15

Elyxium Wealth, LLC

NEW

Shares182

Change+182

Value$4.0K

Filed 2026-10-27

Bangor Savings Bank

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$3.6K (+$458)

Filed 2026-10-06

UMB Private Wealth Management, LLC

NEW

Shares148

Change+148

Value$3.3K

Filed 2026-10-19

Archer Investment Corp

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$3.2K (+$410)

Filed 2026-11-05

Arlington Trust Co LLC

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$3.0K (+$390)

Filed 2026-10-20

Costello Asset Management, Inc

UNCHANGED

Shares136 from 136

Change0 (0%)

Value$3.0K (+$387)

Filed 2026-10-30

Heritage Family Offices, LLP

NEW

Shares134

Change+134

Value$3.0K

Filed 2026-11-02

Financial Perspectives, Inc

UNCHANGED

Shares131 from 131

Change0 (0%)

Value$2.9K (+$373)

Filed 2026-11-03

Physician Wealth Advisors, Inc.

INCREASED

Shares121 from 75

Change+46 (+61%)

Value$2.7K (+$1.2K)

Filed 2026-10-20

Hilltop National Bank

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$2.4K (+$307)

Filed 2026-10-14

Pinnacle Bancorp, Inc.

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$2.4K (+$307)

Filed 2026-10-21

MV Capital Management, Inc.

INCREASED

Shares106 from 102

Change+4 (+4%)

Value$2.4K (+$380)

Filed 2026-10-29

Creative Financial Designs Inc

UNCHANGED

Shares106 from 106

Change0 (0%)

Value$2.4K (+$302)

Filed 2026-11-04

American Capital Advisory, LLC

DECREASED

Shares104 from 124

Change-20 (-16%)

Value$2.3K (-$90)

Filed 2026-10-28

Mather Group, Llc.

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$2.3K (+$297)

Filed 2026-10-14

Montag A & Associates Inc

NEW

Shares102

Change+102

Value$2.3K

Filed 2026-10-29

Planning Strategies Inc.

NEW

Shares102

Change+102

Value$2.3K

Filed 2026-10-02

Hickory Point Bank & Trust

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$2.2K (+$285)

Filed 2026-10-01

GK Wealth Management LLC

NEW

Shares89

Change+89

Value$2.0K

Filed 2026-10-09

Livelsberger Financial Advisory

NEW

Shares77

Change+77

Value$1.7K

Filed 2026-10-28

Spire Wealth Management

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$1.4K (+$185)

Filed 2026-10-30

Burk Holdings LLC

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$1.4K (+$180)

Filed 2026-11-05

Triumph Capital Management

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$1.4K (+$173)

Filed 2026-10-14

Rossby Financial, LCC

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$1.3K (+$165)

Filed 2026-11-05

Highline Wealth Partners LLC

DECREASED

Shares57 from 151

Change-94 (-62%)

Value$1.3K (-$1.7K)

Filed 2026-10-19

Armstrong Advisory Group, Inc

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$1.3K (+$162)

Filed 2026-10-09

Proathlete Wealth Management LLC

NEW

Shares56

Change+56

Value$1.2K

Filed 2026-10-15

Community Bank, N.A.

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$1.2K (+$154)

Filed 2026-11-06

Clark Wealth Partners

NEW

Shares41

Change+41

Value$909

Filed 2026-10-19

Golden State Wealth Management, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$886 (+$114)

Filed 2026-11-02

Hilton Head Capital Partners, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$798 (+$102)

Filed 2026-10-23

Signature Resources Capital Management, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$798 (+$102)

Filed 2026-10-16

Rosenberg Matthew Hamilton

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$798 (+$102)

Filed 2026-10-05

Olistico Wealth, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$798 (+$102)

Filed 2026-10-05

Breakwater Investment Management

NEW

Shares35

Change+35

Value$776

Filed 2026-10-20

Monetary Solutions, Ltd

INCREASED

Shares33 from 22

Change+11 (+50%)

Value$732 (+$307)

Filed 2026-10-22

Abound Wealth Management

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$510 (+$65)

Filed 2026-10-26

Lanark Financial, Inc.

DECREASED

Shares19 from 38

Change-19 (-50%)

Value$421 (-$313)

Filed 2026-10-26

First Horizon Corp

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$399 (+$51)

Filed 2026-10-26

Cassaday & Co Wealth Management LLC

DECREASED

Shares14 from 52

Change-38 (-73%)

Value$311 (-$694)

Filed 2026-10-27

Jacobi Capital Management LLC

NEW

Shares13

Change+13

Value$295

Filed 2026-11-05

Gilpin Wealth Management, LLC

NEW

Shares10

Change+10

Value$222

Filed 2026-10-09

Financial Management Professionals, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$222 (+$29)

Filed 2026-10-23

City State Bank

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$200 (+$26)

Filed 2026-10-20

Bayban

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$106 ($0)

Filed 2026-11-05

Elevated Capital Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$133 (+$17)

Filed 2026-11-04

Retirement Wealth Solutions LLC

NEW

Shares4

Change+4

Value$89

Filed 2026-10-07

Inspire Investing, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$65 (+$10)

Filed 2026-10-22

Summit Securities Group LLC

CLOSED

Shares0 from 3,690

Change-3,690 (-100%)

Value$0 (-$71.3K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 555

Change-555 (-100%)

Value$0 (-$12.4K)

Filed 2026-10-16

Salem Investment Counselors Inc

CLOSED

Shares0 from 159

Change-159 (-100%)

Value$0 (-$3.1K)

Filed 2026-10-13

Nemes Rush Group LLC

CLOSED

Shares0 from 140

Change-140 (-100%)

Value$0 (-$2.7K)

Filed 2026-11-04

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 134

Change-134 (-100%)

Value$0 (-$2.6K)

Filed 2026-11-04

Ares Financial Consulting, LLC

CLOSED

Shares0 from 119

Change-119 (-100%)

Value$0 (-$2.3K)

Filed 2026-10-19

Central Trust Co

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$657)

Filed 2026-11-05

Nvest Wealth Strategies, Inc.

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$657)

Filed 2026-10-14

CoreCap Advisors, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$290)

Filed 2026-10-08

Nvwm, LLC

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-14

Morgan Stanley

N/A

Shares— from 5,265,345

Change-5,265,345 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 3,744,323

Change-3,744,323 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,860,793

Change-2,860,793 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,713,530

Change-1,713,530 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 1,551,115

Change-1,551,115 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 848,103

Change-848,103 (-100%)

Value—

FMR LLC

N/A

Shares— from 694,480

Change-694,480 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 654,779

Change-654,779 (-100%)

Value—

UBS Group AG

N/A

Shares— from 522,176

Change-522,176 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 517,684

Change-517,684 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 515,463

Change-515,463 (-100%)

Value—

State Farm Mutual Automobile Insurance Co

N/A

Shares— from 487,503

Change-487,503 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 415,076

Change-415,076 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 368,611

Change-368,611 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 341,025

Change-341,025 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 336,891

Change-336,891 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 325,448

Change-325,448 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 290,035

Change-290,035 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 272,652

Change-272,652 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 205,879

Change-205,879 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 193,269

Change-193,269 (-100%)

Value—

XY Capital Ltd

N/A

Shares— from 178,011

Change-178,011 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 147,262

Change-147,262 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 139,472

Change-139,472 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 139,021

Change-139,021 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 127,789

Change-127,789 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 126,209

Change-126,209 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 121,729

Change-121,729 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 116,848

Change-116,848 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 114,295

Change-114,295 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 114,295

Change-114,295 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 106,921

Change-106,921 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 106,330

Change-106,330 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 105,529

Change-105,529 (-100%)

Value—

&partners

N/A

Shares— from 103,323

Change-103,323 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 102,932

Change-102,932 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 98,042

Change-98,042 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 92,952

Change-92,952 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 92,702

Change-92,702 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 89,638

Change-89,638 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 87,538

Change-87,538 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 81,074

Change-81,074 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 79,952

Change-79,952 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 78,467

Change-78,467 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 75,877

Change-75,877 (-100%)

Value—

Barometer Capital Management Inc.

N/A

Shares— from 71,600

Change-71,600 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 68,917

Change-68,917 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 66,397

Change-66,397 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 66,264

Change-66,264 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 65,899

Change-65,899 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 62,580

Change-62,580 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 62,477

Change-62,477 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 62,187

Change-62,187 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 55,175

Change-55,175 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 54,950

Change-54,950 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 51,246

Change-51,246 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 51,021

Change-51,021 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 49,664

Change-49,664 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 48,685

Change-48,685 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 46,760

Change-46,760 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 45,456

Change-45,456 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 44,606

Change-44,606 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 43,231

Change-43,231 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 41,351

Change-41,351 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 41,002

Change-41,002 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 40,905

Change-40,905 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 40,383

Change-40,383 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 39,636

Change-39,636 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 38,824

Change-38,824 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 35,995

Change-35,995 (-100%)

Value—

Hikari Tsushin, Inc.

N/A

Shares— from 35,381

Change-35,381 (-100%)

Value—

Nine Masts Capital Ltd

N/A

Shares— from 34,317

Change-34,317 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 33,583

Change-33,583 (-100%)

Value—

Naviter Wealth, LLC

N/A

Shares— from 33,349

Change-33,349 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 33,339

Change-33,339 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 32,452

Change-32,452 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 31,301

Change-31,301 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 30,570

Change-30,570 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 30,284

Change-30,284 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 30,156

Change-30,156 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 27,727

Change-27,727 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 27,450

Change-27,450 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 26,772

Change-26,772 (-100%)

Value—

Salt Holding Corp.

N/A

Shares— from 23,908

Change-23,908 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 23,834

Change-23,834 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 21,707

Change-21,707 (-100%)

Value—

Steadtrust LLC

N/A

Shares— from 21,500

Change-21,500 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 19,873

Change-19,873 (-100%)

Value—

Cedar Wealth Management, LLC

N/A

Shares— from 19,481

Change-19,481 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 19,146

Change-19,146 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 18,703

Change-18,703 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 18,051

Change-18,051 (-100%)

Value—

New Vernon Capital Holdings II LLC

N/A

Shares— from 17,927

Change-17,927 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 16,210

Change-16,210 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 15,400

Change-15,400 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 14,838

Change-14,838 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 13,816

Change-13,816 (-100%)

Value—

Balanced Rock Investment Advisors LLC

N/A

Shares— from 13,033

Change-13,033 (-100%)

Value—

Choate Investment Advisors

N/A

Shares— from 12,708

Change-12,708 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,662

Change-12,662 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 12,451

Change-12,451 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 12,417

Change-12,417 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 12,111

Change-12,111 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 11,283

Change-11,283 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 10,970

Change-10,970 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 10,701

Change-10,701 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 10,547

Change-10,547 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 9,675

Change-9,675 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 9,295

Change-9,295 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 7,144

Change-7,144 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,368

Change-5,368 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 3,746

Change-3,746 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 3,745

Change-3,745 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,721

Change-2,721 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 2,630

Change-2,630 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 2,565

Change-2,565 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,530

Change-2,530 (-100%)

Value—

EFG International AG

N/A

Shares— from 2,059

Change-2,059 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 1,360

Change-1,360 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 1,296

Change-1,296 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,214

Change-1,214 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 1,123

Change-1,123 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,045

Change-1,045 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 875

Change-875 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 862

Change-862 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 804

Change-804 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 752

Change-752 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 502

Change-502 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 498

Change-498 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 454

Change-454 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 437

Change-437 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 420

Change-420 (-100%)

Value—

Motco

N/A

Shares— from 340

Change-340 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 313

Change-313 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 286

Change-286 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 255

Change-255 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 227

Change-227 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 199

Change-199 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 193

Change-193 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 182

Change-182 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 170

Change-170 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 153

Change-153 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 145

Change-145 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 132

Change-132 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 128

Change-128 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 122

Change-122 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 114

Change-114 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 108

Change-108 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 107

Change-107 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 90

Change-90 (-100%)

Value—

Boyd Watterson Asset Management LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 78

Change-78 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 72

Change-72 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 70

Change-70 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 61

Change-61 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 48

Change-48 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 36

Change-36 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 34

Change-34 (-100%)

Value—

Allianz SE

N/A

Shares— from 28

Change-28 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 28

Change-28 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 21

Change-21 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 13

Change-13 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

	Status
Creative Planning	INCREASED	677,511	591,873	+85,638	+14%	$11.4M	$15.0M	+$3.6M	2026-11-02
Dimensional Fund Advisors LP	INCREASED	638,880	630,667	+8,213	+1%	$12.2M	$14.2M	+$2.0M	2026-11-04
Hourglass Capital, LLC	INCREASED	329,668	326,760	+2,908	+1%	$6.3M	$7.3M	+$995.7K	2026-10-26
Barclays PLC	DECREASED	260,030	371,214	-111,184	-30%	$7.2M	$5.8M	-$1.4M	2026-11-06
Bank of New York Mellon Corp	INCREASED	138,768	135,571	+3,197	+2%	$2.6M	$3.1M	+$457.3K	2026-11-05
Nichols & Pratt Advisers LLP	INCREASED	135,356	135,281	+75	+0%	$2.6M	$3.0M	+$337.1K	2026-10-13
Ethic Inc.	INCREASED	129,681	127,281	+2,400	+2%	$2.5M	$2.9M	+$416.0K	2026-11-03
U S Global Investors Inc	UNCHANGED	125,000	125,000	0	0%	$2.4M	$2.8M	+$356.3K	2026-10-22
Confluence Investment Management LLC	INCREASED	114,832	90,282	+24,550	+27%	$1.7M	$2.5M	+$801.6K	2026-10-01
US Bancorp \de\	INCREASED	110,968	106,975	+3,993	+4%	$2.1M	$2.5M	+$393.4K	2026-11-05
McAlvany Wealth Management LLC	INCREASED	110,407	110,051	+356	+0%	$2.1M	$2.4M	+$321.5K	2026-10-29
Truist Financial Corp	INCREASED	107,335	106,663	+672	+1%	$2.1M	$2.4M	+$318.9K	2026-10-30
Perpetual Ltd	INCREASED	94,336	81,067	+13,269	+16%	$1.6M	$2.1M	+$525.2K	2026-10-13
Citigroup Inc	INCREASED	75,311	75,062	+249	+0%	$1.5M	$1.7M	+$219.4K	2026-11-04
Oppenheimer & Co Inc	DECREASED	71,449	78,462	-7,013	-9%	$1.5M	$1.6M	+$68.1K	2026-10-26
Quadrant Capital Group LLC	INCREASED	68,732	68,203	+529	+1%	$1.3M	$1.6M	+$276.9K	2026-10-20
Signaturefd, LLC	INCREASED	67,656	63,235	+4,421	+7%	$1.2M	$1.5M	+$278.2K	2026-10-23
PKO Investment Management Joint-Stock Co	UNCHANGED	58,500	58,500	0	0%	$1.1M	$1.3M	+$166.7K	2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.	DECREASED	56,221	57,081	-860	-2%	$1.1M	$1.2M	+$143.6K	2026-10-16
Evergreen Capital Management LLC	DECREASED	55,895	56,595	-700	-1%	$1.1M	$1.2M	+$145.8K	2026-10-23
PNC Financial Services Group, Inc.	DECREASED	50,299	54,234	-3,935	-7%	$1.0M	$1.1M	+$67.3K	2026-11-06
Kornitzer Capital Management Inc	INCREASED	47,893	44,413	+3,480	+8%	$858.1K	$1.1M	+$203.7K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	47,873	37,689	+10,184	+27%	$728.0K	$1.1K	-$726.9K	2026-11-02
180 Wealth Advisors, LLC	DECREASED	45,485	45,825	-340	-1%	$885.3K	$1.0M	+$123.1K	2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	42,089	28,825	+13,264	+46%	$556.9K	$933.1K	+$376.2K	2026-10-27
Savant Capital, LLC	DECREASED	37,655	51,796	-14,141	-27%	$1.1M	$834.8K	-$281.0K	2026-11-06
Associated Banc-Corp	DECREASED	36,067	41,628	-5,561	-13%	$804.3K	$799.6K	-$4.6K	2026-10-30
Vise Technologies, Inc.	INCREASED	34,316	32,949	+1,367	+4%	$636.6K	$760.8K	+$124.2K	2026-10-29
Oppenheimer Asset Management Inc.	DECREASED	28,318	29,555	-1,237	-4%	$571.0K	$627.8K	+$56.8K	2026-10-27
Commonwealth Equity Services, LLC	INCREASED	27,501	24,848	+2,653	+11%	$480.1K	$609.7K	+$129.6K	2026-11-02
Aaron Wealth Advisors LLC	INCREASED	24,976	22,221	+2,755	+12%	$429.3K	$553.7K	+$124.4K	2026-10-13
BankChampaign, National Association	DECREASED	24,961	27,586	-2,625	-10%	$533.0K	$553.4K	+$20.4K	2026-10-19
Versant Capital Management, Inc	INCREASED	24,394	24,075	+319	+1%	$465.1K	$540.8K	+$75.7K	2026-10-02
Compound Planning, Inc.	INCREASED	23,777	23,482	+295	+1%	$453.7K	$527.1K	+$73.4K	2026-11-05
Allspring Global Investments Holdings, LLC	INCREASED	21,467	19,442	+2,025	+10%	$378.3K	$466.4K	+$88.0K	2026-11-04
Cambiar Investors LLC	NEW	19,795	—	+19,795	—	—	$438.9K	—	2026-11-04
Keybank National Association	INCREASED	19,190	16,427	+2,763	+17%	$317.4K	$425.4K	+$108.1K	2026-11-04
Moody National Bank Trust Division	INCREASED	17,723	16,125	+1,598	+10%	$311.5K	$392.9K	+$81.4K	2026-10-06
Choreo, LLC	INCREASED	16,909	14,213	+2,696	+19%	$274.6K	$374.9K	+$100.3K	2026-10-28
Atria Investments, Inc	NEW	15,883	—	+15,883	—	—	$352.1K	—	2026-10-15
Park Avenue Securities LLC	INCREASED	15,813	12,709	+3,104	+24%	$246.0K	$351	-$245.6K	2026-10-26
Abel Hall, LLC	INCREASED	15,787	15,710	+77	+0%	$303.5K	$350.0K	+$46.5K	2026-10-19
Marks Group Wealth Management, Inc	INCREASED	14,536	13,924	+612	+4%	$269.0K	$322.3K	+$53.3K	2026-11-05
Parallel Advisors, LLC	INCREASED	14,159	13,815	+344	+2%	$266.9K	$313.9K	+$47.0K	2026-11-03
Summit Global Investments	DECREASED	13,429	19,872	-6,443	-32%	$384.0K	$298	-$383.7K	2026-10-28
Wealth Enhancement Advisory Services, LLC	NEW	13,251	—	+13,251	—	—	$299.3K	—	2026-10-13
PDS Planning, Inc	DECREASED	12,852	13,331	-479	-4%	$257.6K	$284.9K	+$27.4K	2026-11-03
HUB Investment Partners, LLC	INCREASED	12,623	11,202	+1,421	+13%	$216.4K	$279.9K	+$63.4K	2026-11-03
Anchyra Partners LLC	INCREASED	12,444	10,969	+1,475	+13%	$211.9K	$275.9K	+$64.0K	2026-10-13
Thrivent Financial for Lutherans	INCREASED	11,693	11,411	+282	+2%	$220.0K	$259	-$219.7K	2026-11-05
Cullen T Bankers, Inc.	UNCHANGED	11,000	11,000	0	0%	$212.5K	$243.9K	+$31.4K	2026-10-28
Meriwether Wealth & Planning, LLC	DECREASED	10,874	13,474	-2,600	-19%	$260.3K	$241.1K	-$19.2K	2026-10-13
Portside Wealth Group, LLC	NEW	10,591	—	+10,591	—	—	$234.8K	—	2026-10-20
Legacy Advisors, LLC	NEW	9,846	—	+9,846	—	—	$218.3K	—	2026-10-19
Merit Financial Group, LLC	NEW	9,845	—	+9,845	—	—	$218.3K	—	2026-11-06
Gibbs Wealth Management	NEW	9,782	—	+9,782	—	—	$216.9K	—	2026-10-22
Clearstead Advisors, LLC	INCREASED	9,655	7,614	+2,041	+27%	$147.1K	$214.0K	+$66.9K	2026-11-06
Sage Rhino Capital LLC	NEW	9,588	—	+9,588	—	—	$212.6K	—	2026-10-28
HB Wealth Management, LLC	NEW	9,321	—	+9,321	—	—	$206.6K	—	2026-10-23
Park Capital Management, LLC / WI	NEW	9,275	—	+9,275	—	—	$205.6K	—	2026-10-13
Greenleaf Trust	DECREASED	9,033	11,521	-2,488	-22%	$222.6K	$200.3K	-$22.3K	2026-10-29
Gamma Investing LLC	INCREASED	8,853	6,649	+2,204	+33%	$128.5K	$196.3K	+$67.8K	2026-10-08
Farther Finance Advisors, LLC	INCREASED	7,942	6,607	+1,335	+20%	$127.4K	$176.1K	+$48.6K	2026-10-08
Kelleher Financial Advisors	UNCHANGED	7,915	7,915	0	0%	$152.9K	$175.5K	+$22.6K	2026-10-30
V-Square Quantitative Management LLC	DECREASED	6,313	6,720	-407	-6%	$129.8K	$140.0K	+$10.1K	2026-10-15
Pinnacle Wealth Planning Services, Inc.	DECREASED	5,470	5,582	-112	-2%	$107.8K	$121.3K	+$13.4K	2026-10-27
EverSource Wealth Advisors, LLC	INCREASED	4,713	3,690	+1,023	+28%	$71.3K	$104.5K	+$33.2K	2026-11-04
Cromwell Holdings LLC	INCREASED	4,461	4,451	+10	+0%	$86.0K	$98.9K	+$12.9K	2026-10-28
Assetmark, Inc	INCREASED	4,339	1,467	+2,872	+196%	$28.3K	$96.2K	+$67.9K	2026-10-21
Eastern Bank	UNCHANGED	4,011	4,011	0	0%	$77.5K	$88.9K	+$11.4K	2026-10-05
Blue Trust, Inc.	DECREASED	3,895	9,137	-5,242	-57%	$176.5K	$86.4K	-$90.2K	2026-10-15
Manchester Capital Management LLC	UNCHANGED	3,443	3,443	0	0%	$66.5K	$76.3K	+$9.8K	2026-10-22
Fifth Third Bancorp	INCREASED	3,335	3,200	+135	+4%	$61.8K	$73.9K	+$12.1K	2026-11-05
SBI Securities Co., Ltd.	INCREASED	3,030	2,826	+204	+7%	$54.6K	$67.2K	+$12.6K	2026-10-22
Salomon & Ludwin, LLC	DECREASED	2,432	2,443	-11	0%	$47.2K	$53.9K	+$6.7K	2026-10-29
Owl Creek Wealth Partners LLC	INCREASED	2,374	2,319	+55	+2%	$44.8K	$52.6K	+$7.8K	2026-10-20
Nisa Investment Advisors, LLC	INCREASED	2,113	2,053	+60	+3%	$39.7K	$46.8K	+$7.2K	2026-10-20
Grove Bank & Trust	DECREASED	1,926	1,932	-6	0%	$37.3K	$42.7K	+$5.4K	2026-10-08
TD Waterhouse Canada Inc.	INCREASED	1,616	1,394	+222	+16%	$27.0K	$35.2K	+$8.3K	2026-10-16
Stone House Investment Management, LLC	INCREASED	1,612	1,503	+109	+7%	$29.0K	$35.7K	+$6.7K	2026-10-23
James T. Borello RIA	INCREASED	1,441	811	+630	+78%	$15.7K	$31.9K	+$16.3K	2026-10-16
Parkside Financial Bank & Trust	INCREASED	1,044	1,000	+44	+4%	$19.3K	$23.1K	+$3.8K	2026-10-27
Silver Grove Financial Group, Inc.	INCREASED	1,031	836	+195	+23%	$16.2K	$22.9K	+$6.7K	2026-11-05
Financial Consulate, Inc	INCREASED	977	704	+273	+39%	$13.6K	$21.7K	+$8.1K	2026-10-23
Provenance Wealth Advisors, LLC	NEW	963	—	+963	—	—	$21.4K	—	2026-10-30
Larson Financial Group LLC	INCREASED	803	530	+273	+52%	$10.2K	$17.8K	+$7.6K	2026-11-05
Trust Co of Toledo NA	UNCHANGED	796	796	0	0%	$15.4K	$17.6K	+$2.3K	2026-10-16
Bell Investment Advisors, Inc	UNCHANGED	731	731	0	0%	$14.1K	$16.2K	+$2.1K	2026-10-29
Private Trust Co NA	INCREASED	689	644	+45	+7%	$12.4K	$15.3K	+$2.8K	2026-10-20
Bare Financial Services, Inc	INCREASED	674	655	+19	+3%	$12.7K	$14.9K	+$2.3K	2026-11-04
TD Private Client Wealth LLC	INCREASED	649	595	+54	+9%	$11.5K	$14.4K	+$2.9K	2026-10-28
JFS Wealth Advisors, LLC	UNCHANGED	641	641	0	0%	$12.4K	$14.2K	+$1.8K	2026-11-03
Signature Equity Partners, LLC	DECREASED	574	591	-17	-3%	$11.4K	$12.7K	+$1.3K	2026-10-29
Westside Investment Management, Inc.	UNCHANGED	506	506	0	0%	$9.8K	$11.0K	+$1.3K	2026-11-02
True Wealth Design, LLC	DECREASED	459	512	-53	-10%	$9.9K	$10.2K	+$285	2026-10-13
Nova Financial LLC	NEW	452	—	+452	—	—	$10.0K	—	2026-11-04
First Command Advisory Services, Inc.	NEW	373	—	+373	—	—	$8.3K	—	2026-11-05
West Financial Advisors, LLC	NEW	371	—	+371	—	—	$8.2K	—	2026-10-22
IFP Advisors, Inc	INCREASED	338	144	+194	+135%	$2.8K	$7.5K	+$4.7K	2026-10-16
GHP Investment Advisors, Inc.	INCREASED	323	319	+4	+1%	$6.2K	$7.2K	+$986	2026-10-15
SJS Investment Consulting Inc.	UNCHANGED	318	318	0	0%	$6.1K	$7.1K	+$907	2026-10-26
Root Financial Partners, LLC	NEW	284	—	+284	—	—	$6.3K	—	2026-10-21
North Star Investment Management Corp.	UNCHANGED	188	188	0	0%	$3.6K	$4.2K	+$536	2026-10-27
Gleason Group, Inc.	UNCHANGED	187	187	0	0%	$3.6K	$4.1K	+$533	2026-10-15
Elyxium Wealth, LLC	NEW	182	—	+182	—	—	$4.0K	—	2026-10-27
Bangor Savings Bank	UNCHANGED	161	161	0	0%	$3.1K	$3.6K	+$458	2026-10-06
UMB Private Wealth Management, LLC	NEW	148	—	+148	—	—	$3.3K	—	2026-10-19
Archer Investment Corp	UNCHANGED	144	144	0	0%	$2.8K	$3.2K	+$410	2026-11-05
Arlington Trust Co LLC	UNCHANGED	137	137	0	0%	$2.6K	$3.0K	+$390	2026-10-20
Costello Asset Management, Inc	UNCHANGED	136	136	0	0%	$2.6K	$3.0K	+$387	2026-10-30
Heritage Family Offices, LLP	NEW	134	—	+134	—	—	$3.0K	—	2026-11-02
Financial Perspectives, Inc	UNCHANGED	131	131	0	0%	$2.5K	$2.9K	+$373	2026-11-03
Physician Wealth Advisors, Inc.	INCREASED	121	75	+46	+61%	$1.4K	$2.7K	+$1.2K	2026-10-20
Hilltop National Bank	UNCHANGED	108	108	0	0%	$2.1K	$2.4K	+$307	2026-10-14
Pinnacle Bancorp, Inc.	UNCHANGED	108	108	0	0%	$2.1K	$2.4K	+$307	2026-10-21
MV Capital Management, Inc.	INCREASED	106	102	+4	+4%	$2.0K	$2.4K	+$380	2026-10-29
Creative Financial Designs Inc	UNCHANGED	106	106	0	0%	$2.0K	$2.4K	+$302	2026-11-04
American Capital Advisory, LLC	DECREASED	104	124	-20	-16%	$2.4K	$2.3K	-$90	2026-10-28
Mather Group, Llc.	UNCHANGED	104	104	0	0%	$2.0K	$2.3K	+$297	2026-10-14
Montag A & Associates Inc	NEW	102	—	+102	—	—	$2.3K	—	2026-10-29
Planning Strategies Inc.	NEW	102	—	+102	—	—	$2.3K	—	2026-10-02
Hickory Point Bank & Trust	UNCHANGED	100	100	0	0%	$1.9K	$2.2K	+$285	2026-10-01
GK Wealth Management LLC	NEW	89	—	+89	—	—	$2.0K	—	2026-10-09
Livelsberger Financial Advisory	NEW	77	—	+77	—	—	$1.7K	—	2026-10-28
Spire Wealth Management	UNCHANGED	65	65	0	0%	$1.3K	$1.4K	+$185	2026-10-30
Burk Holdings LLC	UNCHANGED	63	63	0	0%	$1.2K	$1.4K	+$180	2026-11-05
Triumph Capital Management	UNCHANGED	61	61	0	0%	$1.2K	$1.4K	+$173	2026-10-14
Rossby Financial, LCC	UNCHANGED	58	58	0	0%	$1.1K	$1.3K	+$165	2026-11-05
Highline Wealth Partners LLC	DECREASED	57	151	-94	-62%	$2.9K	$1.3K	-$1.7K	2026-10-19
Armstrong Advisory Group, Inc	UNCHANGED	57	57	0	0%	$1.1K	$1.3K	+$162	2026-10-09
Proathlete Wealth Management LLC	NEW	56	—	+56	—	—	$1.2K	—	2026-10-15
Community Bank, N.A.	UNCHANGED	54	54	0	0%	$1.0K	$1.2K	+$154	2026-11-06
Clark Wealth Partners	NEW	41	—	+41	—	—	$909	—	2026-10-19
Golden State Wealth Management, LLC	UNCHANGED	40	40	0	0%	$772	$886	+$114	2026-11-02
Hilton Head Capital Partners, LLC	UNCHANGED	36	36	0	0%	$696	$798	+$102	2026-10-23
Signature Resources Capital Management, LLC	UNCHANGED	36	36	0	0%	$696	$798	+$102	2026-10-16
Rosenberg Matthew Hamilton	UNCHANGED	36	36	0	0%	$696	$798	+$102	2026-10-05
Olistico Wealth, LLC	UNCHANGED	36	36	0	0%	$696	$798	+$102	2026-10-05
Breakwater Investment Management	NEW	35	—	+35	—	—	$776	—	2026-10-20
Monetary Solutions, Ltd	INCREASED	33	22	+11	+50%	$425	$732	+$307	2026-10-22
Abound Wealth Management	UNCHANGED	23	23	0	0%	$445	$510	+$65	2026-10-26
Lanark Financial, Inc.	DECREASED	19	38	-19	-50%	$734	$421	-$313	2026-10-26
First Horizon Corp	UNCHANGED	18	18	0	0%	$348	$399	+$51	2026-10-26
Cassaday & Co Wealth Management LLC	DECREASED	14	52	-38	-73%	$1.0K	$311	-$694	2026-10-27
Jacobi Capital Management LLC	NEW	13	—	+13	—	—	$295	—	2026-11-05
Gilpin Wealth Management, LLC	NEW	10	—	+10	—	—	$222	—	2026-10-09
Financial Management Professionals, Inc.	UNCHANGED	10	10	0	0%	$193	$222	+$29	2026-10-23
City State Bank	UNCHANGED	9	9	0	0%	$174	$200	+$26	2026-10-20
Bayban	UNCHANGED	6	6	0	0%	$106	$106	$0	2026-11-05
Elevated Capital Advisors, LLC	UNCHANGED	6	6	0	0%	$116	$133	+$17	2026-11-04
Retirement Wealth Solutions LLC	NEW	4	—	+4	—	—	$89	—	2026-10-07
Inspire Investing, LLC	UNCHANGED	3	3	0	0%	$55	$65	+$10	2026-10-22
Summit Securities Group LLC	CLOSED	0	3,690	-3,690	-100%	$71.3K	$0	-$71.3K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	555	-555	-100%	$12.4K	$0	-$12.4K	2026-10-16
Salem Investment Counselors Inc	CLOSED	0	159	-159	-100%	$3.1K	$0	-$3.1K	2026-10-13
Nemes Rush Group LLC	CLOSED	0	140	-140	-100%	$2.7K	$0	-$2.7K	2026-11-04
Plante Moran Financial Advisors, LLC	CLOSED	0	134	-134	-100%	$2.6K	$0	-$2.6K	2026-11-04
Ares Financial Consulting, LLC	CLOSED	0	119	-119	-100%	$2.3K	$0	-$2.3K	2026-10-19
Central Trust Co	CLOSED	0	34	-34	-100%	$657	$0	-$657	2026-11-05
Nvest Wealth Strategies, Inc.	CLOSED	0	34	-34	-100%	$657	$0	-$657	2026-10-14
CoreCap Advisors, LLC	CLOSED	0	15	-15	-100%	$290	$0	-$290	2026-10-08
Nvwm, LLC	CLOSED	0	0	0	—	$0	$0	$0	2026-10-14
Morgan Stanley	N/A	—	5,265,345	-5,265,345	-100%	$101.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	3,744,323	-3,744,323	-100%	$72.3M	—	—	—
BlackRock, Inc.	N/A	—	2,860,793	-2,860,793	-100%	$55.3M	—	—	—
Northern Trust Corp	N/A	—	1,713,530	-1,713,530	-100%	$33.1M	—	—	—
Clearbridge Investments, LLC	N/A	—	1,551,115	-1,551,115	-100%	$30.0M	—	—	—
First Trust Advisors LP	N/A	—	848,103	-848,103	-100%	$16.4M	—	—	—
FMR LLC	N/A	—	694,480	-694,480	-100%	$13.4M	—	—	—
Quantinno Capital Management LP	N/A	—	654,779	-654,779	-100%	$12.7M	—	—	—
UBS Group AG	N/A	—	522,176	-522,176	-100%	$10.1M	—	—	—
JPMorgan Chase & Co	N/A	—	517,684	-517,684	-100%	$9.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	515,463	-515,463	-100%	$10.0M	—	—	—
State Farm Mutual Automobile Insurance Co	N/A	—	487,503	-487,503	-100%	$9.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	415,076	-415,076	-100%	$8.0M	—	—	—
Earnest Partners LLC	N/A	—	368,611	-368,611	-100%	$7.1M	—	—	—
Wells Fargo & Company	N/A	—	341,025	-341,025	-100%	$6.6M	—	—	—
Bank of Montreal	N/A	—	336,891	-336,891	-100%	$6.8M	—	—	—
BNP Paribas Financial Markets	N/A	—	325,448	-325,448	-100%	$6.3M	—	—	—
Raymond James Financial Inc	N/A	—	290,035	-290,035	-100%	$5.6M	—	—	—
Stifel Financial Corp	N/A	—	272,652	-272,652	-100%	$5.3M	—	—	—
AQR Capital Management LLC	N/A	—	205,879	-205,879	-100%	$4.0M	—	—	—
Nuveen, LLC	N/A	—	193,269	-193,269	-100%	$3.7M	—	—	—
XY Capital Ltd	N/A	—	178,011	-178,011	-100%	$3.4M	—	—	—
Jane Street Group, LLC	N/A	—	147,262	-147,262	-100%	$2.8M	—	—	—
LPL Financial LLC	N/A	—	139,472	-139,472	-100%	$2.7M	—	—	—
Vident Advisory, LLC	N/A	—	139,021	-139,021	-100%	$2.7M	—	—	—
Millennium Management LLC	N/A	—	127,789	-127,789	-100%	$2.5M	—	—	—
Royal Bank of Canada	N/A	—	126,209	-126,209	-100%	$2.4M	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	121,729	-121,729	-100%	$2.4M	—	—	—
Cerity Partners LLC	N/A	—	116,848	-116,848	-100%	$2.3M	—	—	—
MML Investors Services, LLC	N/A	—	114,295	-114,295	-100%	$2.2M	—	—	—
SEI Investments Co	N/A	—	114,295	-114,295	-100%	$2.2M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	106,921	-106,921	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	106,330	-106,330	-100%	$2.1M	—	—	—
HRT Financial LP	N/A	—	105,529	-105,529	-100%	$2.0M	—	—	—
&partners	N/A	—	103,323	-103,323	-100%	$2.0M	—	—	—
Mariner, LLC	N/A	—	102,932	-102,932	-100%	$2.0M	—	—	—
Fisher Asset Management, LLC	N/A	—	98,042	-98,042	-100%	$1.9M	—	—	—
Benjamin Edwards Inc	N/A	—	92,952	-92,952	-100%	$1.8M	—	—	—
Natixis Advisors, LLC	N/A	—	92,702	-92,702	-100%	$1.8M	—	—	—
Voleon Capital Management LP	N/A	—	89,638	-89,638	-100%	$1.7M	—	—	—
Bank of America Corp	N/A	—	87,538	-87,538	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	81,074	-81,074	-100%	$1.6M	—	—	—
Russell Investments Group, Ltd.	N/A	—	79,952	-79,952	-100%	$1.5M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	78,467	-78,467	-100%	$1.5M	—	—	—
American Century Companies Inc	N/A	—	75,877	-75,877	-100%	$1.5M	—	—	—
Barometer Capital Management Inc.	N/A	—	71,600	-71,600	-100%	$1.4M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	68,917	-68,917	-100%	$1.3M	—	—	—
IEQ Capital, LLC	N/A	—	66,397	-66,397	-100%	$1.3M	—	—	—
QRG Capital Management, Inc.	N/A	—	66,264	-66,264	-100%	$1.3M	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	65,899	-65,899	-100%	$1.3M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	62,580	-62,580	-100%	$1.2M	—	—	—
Schroder Investment Management Group	N/A	—	62,477	-62,477	-100%	$1.2M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	62,187	-62,187	-100%	$1.2M	—	—	—
Old Mission Capital LLC	N/A	—	55,175	-55,175	-100%	$1.1M	—	—	—
Guggenheim Capital LLC	N/A	—	54,950	-54,950	-100%	$1.1M	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	51,246	-51,246	-100%	$990.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	51,021	-51,021	-100%	$985.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	49,664	-49,664	-100%	$959.5K	—	—	—
HighTower Advisors, LLC	N/A	—	48,685	-48,685	-100%	$940.6K	—	—	—
GTS Securities LLC	N/A	—	46,760	-46,760	-100%	$903.4K	—	—	—
Van Eck Associates Corp	N/A	—	45,456	-45,456	-100%	$878.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	44,606	-44,606	-100%	$861.8K	—	—	—
Callan Family Office, LLC	N/A	—	43,231	-43,231	-100%	$835.2K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	41,351	-41,351	-100%	$798.9K	—	—	—
Syon Capital LLC	N/A	—	41,002	-41,002	-100%	$792.2K	—	—	—
Ameriprise Financial Inc	N/A	—	40,905	-40,905	-100%	$790.3K	—	—	—
XTX Topco Ltd	N/A	—	40,383	-40,383	-100%	$780.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	39,636	-39,636	-100%	$765.8K	—	—	—
Captrust Financial Advisors	N/A	—	38,824	-38,824	-100%	$750.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	35,995	-35,995	-100%	$681.8K	—	—	—
Hikari Tsushin, Inc.	N/A	—	35,381	-35,381	-100%	$683.6K	—	—	—
Nine Masts Capital Ltd	N/A	—	34,317	-34,317	-100%	$663.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	33,583	-33,583	-100%	$648.8K	—	—	—
Naviter Wealth, LLC	N/A	—	33,349	-33,349	-100%	$644.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	33,339	-33,339	-100%	$644.1K	—	—	—
Jain Global LLC	N/A	—	32,452	-32,452	-100%	$627.0K	—	—	—
Rhumbline Advisers	N/A	—	31,301	-31,301	-100%	$604.7K	—	—	—
Waverly Advisors, LLC	N/A	—	30,570	-30,570	-100%	$590.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	30,284	-30,284	-100%	$585.1K	—	—	—
Hantz Financial Services, Inc.	N/A	—	30,156	-30,156	-100%	$583.0K	—	—	—
Dynasty Wealth Management, LLC	N/A	—	27,727	-27,727	-100%	$535.7K	—	—	—
DRW Securities, LLC	N/A	—	27,450	-27,450	-100%	$530.3K	—	—	—
Focus Partners Wealth	N/A	—	26,772	-26,772	-100%	$517.3K	—	—	—
Salt Holding Corp.	N/A	—	23,908	-23,908	-100%	$461.9K	—	—	—
M&T Bank Corp	N/A	—	23,834	-23,834	-100%	$460.5K	—	—	—
Summit Trail Advisors, LLC	N/A	—	21,707	-21,707	-100%	$419.4K	—	—	—
Steadtrust LLC	N/A	—	21,500	-21,500	-100%	$415.4K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	19,873	-19,873	-100%	$384.0K	—	—	—
Cedar Wealth Management, LLC	N/A	—	19,481	-19,481	-100%	$376.4K	—	—	—
Caprock Group, LLC	N/A	—	19,146	-19,146	-100%	$369.9K	—	—	—
Franklin Resources Inc	N/A	—	18,703	-18,703	-100%	$361.3K	—	—	—
Ballentine Partners, LLC	N/A	—	18,051	-18,051	-100%	$348.7K	—	—	—
New Vernon Capital Holdings II LLC	N/A	—	17,927	-17,927	-100%	$346.4K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	16,210	-16,210	-100%	$313.2K	—	—	—
Argent Trust Co	N/A	—	15,400	-15,400	-100%	$297.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	14,838	-14,838	-100%	$286.7K	—	—	—
Advisors Asset Management, Inc.	N/A	—	13,816	-13,816	-100%	$266.9K	—	—	—
Balanced Rock Investment Advisors LLC	N/A	—	13,033	-13,033	-100%	$251.8K	—	—	—
Choate Investment Advisors	N/A	—	12,708	-12,708	-100%	$245.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	12,662	-12,662	-100%	$244.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	12,451	-12,451	-100%	$240.6K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	12,417	-12,417	-100%	$239.9K	—	—	—
Glenmede Trust Co NA	N/A	—	12,111	-12,111	-100%	$234.0K	—	—	—
Checchi Capital Advisers, LLC	N/A	—	11,283	-11,283	-100%	$218.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	10,970	-10,970	-100%	$211.9K	—	—	—
Composition Wealth, LLC	N/A	—	10,701	-10,701	-100%	$206.7K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	10,547	-10,547	-100%	$203.8K	—	—	—
Bridgewater Advisors Inc.	N/A	—	9,675	-9,675	-100%	$219.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	9,295	-9,295	-100%	$177.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	7,144	-7,144	-100%	$138.0K	—	—	—
Arax Advisory Partners	N/A	—	5,368	-5,368	-100%	$103.7K	—	—	—
Allworth Financial LP	N/A	—	3,746	-3,746	-100%	$72.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	3,745	-3,745	-100%	$72.4K	—	—	—
Huntington National Bank	N/A	—	2,721	-2,721	-100%	$52.6K	—	—	—
Rothschild Investment LLC	N/A	—	2,630	-2,630	-100%	$50.8K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	2,565	-2,565	-100%	$49.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,530	-2,530	-100%	$48.9K	—	—	—
EFG International AG	N/A	—	2,059	-2,059	-100%	$39.8K	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	1,360	-1,360	-100%	$26.3K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	1,296	-1,296	-100%	$25.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,214	-1,214	-100%	$23.5K	—	—	—
Quantum Portfolio Management LLC	N/A	—	1,123	-1,123	-100%	$21.7K	—	—	—
WealthCollab, LLC	N/A	—	1,045	-1,045	-100%	$20.2K	—	—	—
UMB Bank, n.a.	N/A	—	875	-875	-100%	$16.9K	—	—	—
Regatta Research & Money Management	N/A	—	862	-862	-100%	$16.7K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	804	-804	-100%	$15.5K	—	—	—
National Bank of Canada	N/A	—	752	-752	-100%	$14.5K	—	—	—
Bessemer Group Inc	N/A	—	502	-502	-100%	$10	—	—	—
Dunhill Financial, LLC	N/A	—	498	-498	-100%	$9.6K	—	—	—
Cornerstone Financial Management LLC	N/A	—	454	-454	-100%	$8.8K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	437	-437	-100%	$8.4K	—	—	—
GW&K Investment Management, LLC	N/A	—	420	-420	-100%	$8	—	—	—
Motco	N/A	—	340	-340	-100%	$6.6K	—	—	—
Kilter Group LLC	N/A	—	313	-313	-100%	$6.0K	—	—	—
Harbour Investments, Inc.	N/A	—	286	-286	-100%	$5.5K	—	—	—
Crewe Advisors LLC	N/A	—	255	-255	-100%	$4.9K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	227	-227	-100%	$4.4K	—	—	—
BFC Planning, Inc.	N/A	—	199	-199	-100%	$3.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	193	-193	-100%	$3.7K	—	—	—
SHP Wealth Management	N/A	—	182	-182	-100%	$3.5K	—	—	—
Continuum Advisory, LLC	N/A	—	175	-175	-100%	$3.4K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	170	-170	-100%	$3.3K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	153	-153	-100%	$3.0K	—	—	—
Smithfield Trust Co	N/A	—	145	-145	-100%	$3	—	—	—
Bellevue Asset Management, LLC	N/A	—	132	-132	-100%	$2.6K	—	—	—
Dogwood Wealth Management LLC	N/A	—	128	-128	-100%	$2.5K	—	—	—
CVA Family Office, LLC	N/A	—	122	-122	-100%	$2.4K	—	—	—
LRI Investments, LLC	N/A	—	120	-120	-100%	$2.3K	—	—	—
Raffa Wealth Management, LLC	N/A	—	114	-114	-100%	$2.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	108	-108	-100%	$2.1K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	108	-108	-100%	$2.1K	—	—	—
Addison Advisors LLC	N/A	—	107	-107	-100%	$2.1K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	90	-90	-100%	$1.7K	—	—	—
Boyd Watterson Asset Management LLC	N/A	—	89	-89	-100%	$1.7K	—	—	—
Zions Bancorporation, National Association	N/A	—	78	-78	-100%	$1.5K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	72	-72	-100%	$1.4K	—	—	—
Manning & Napier Advisors LLC	N/A	—	72	-72	-100%	$1.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	72	-72	-100%	$1.4K	—	—	—
Deutsche Bank Ag\	N/A	—	70	-70	-100%	$1.4K	—	—	—
Basepoint Wealth LLC	N/A	—	61	-61	-100%	$1.2K	—	—	—
Vanguard National Trust Co	N/A	—	48	-48	-100%	$927	—	—	—
Boreal Capital Management LLC	N/A	—	46	-46	-100%	$889	—	—	—
Operose Advisors LLC	N/A	—	41	-41	-100%	$792	—	—	—
Synergy Investment Management, LLC	N/A	—	40	-40	-100%	$929	—	—	—
IMA Advisory Services, Inc.	N/A	—	36	-36	-100%	$696	—	—	—
Prestige Wealth Management Group LLC	N/A	—	36	-36	-100%	$696	—	—	—
TD Capital Management LLC	N/A	—	35	-35	-100%	$672	—	—	—
Highland Investment Advisors LLC	N/A	—	35	-35	-100%	$676	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	34	-34	-100%	$657	—	—	—
Allianz SE	N/A	—	28	-28	-100%	$541	—	—	—
MidFirst Bank	N/A	—	28	-28	-100%	$541	—	—	—
Bogart Wealth, LLC	N/A	—	22	-22	-100%	$425	—	—	—
Webster Bank, N. A.	N/A	—	21	-21	-100%	$406	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	13	-13	-100%	$251	—	—	—
Meramec Financial Planners, LLC	N/A	—	11	-11	-100%	$240	—	—	—

Showing 337 of 337 institutions