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Ishares U.S. Carbon Transiti (LCTU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
DECREASED
Shares391,010 from 419,357
Change-28,347 (-7%)
Value$31.9M (-$1.7M)
Filed 2026-10-26
Sofi Wealth, LLC
INCREASED
Shares168,336 from 148,576
Change+19,760 (+13%)
Value$13.7M (+$1.8M)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares111,494 from 124,466
Change-12,972 (-10%)
Value$9.1M (-$831.0K)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares100,659 from 112,781
Change-12,122 (-11%)
Value$8.2M (-$819.7K)
Filed 2026-10-21
Archer Investment Management, LLC
DECREASED
Shares65,705 from 73,549
Change-7,844 (-11%)
Value$5.4M (-$529.6K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares60,995 from 38,218
Change+22,777 (+60%)
Value$5.0M (+$1.9M)
Filed 2026-10-29
Sharkey, Howes & Javer
INCREASED
Shares56,336 from 55,810
Change+526 (+1%)
Value$4.6M (+$127.2K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares51,614 from 56,764
Change-5,150 (-9%)
Value$4.2M (-$334.9K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares51,143 from 54,128
Change-2,985 (-6%)
Value$4.2M (-$162.0K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares50,116 from 50,370
Change-254 (0%)
Value$4.1M (+$55.4K)
Filed 2026-11-05
Horst & Graben Wealth Management LLC
DECREASED
Shares49,842 from 58,722
Change-8,880 (-15%)
Value$4.1M (-$638.3K)
Filed 2026-11-02
SigFig Wealth Management, LLC
DECREASED
Shares44,425 from 45,034
Change-609 (-1%)
Value$3.6M (+$44.2K)
Filed 2026-10-07
MGO One Seven LLC
DECREASED
Shares40,110 from 42,703
Change-2,593 (-6%)
Value$3.3M (-$147.3K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares39,767 from 41,482
Change-1,715 (-4%)
Value$3.2M (-$77.5K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares29,988 from 32,407
Change-2,419 (-7%)
Value$2.4M (-$148.6K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares28,271 from 31,598
Change-3,327 (-11%)
Value$2.3M (-$223.5K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares23,765 from 29,806
Change-6,041 (-20%)
Value$1.9M (-$448.3K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares23,078 from 22,932
Change+146 (+1%)
Value$1.9M (+$46.6K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED
Shares20,668 from 22,123
Change-1,455 (-7%)
Value$1.7M (-$85.4K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
DECREASED
Shares20,435 from 22,907
Change-2,472 (-11%)
Value$1.7M (-$167.3K)
Filed 2026-10-22
Skyline Advisors, Inc.
DECREASED
Shares18,787 from 21,141
Change-2,354 (-11%)
Value$1.5M (-$160.4K)
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares17,982 from 12,879
Change+5,103 (+40%)
Value$1.5M (+$461.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares17,982 from 12,879
Change+5,103 (+40%)
Value$1.5M (+$461.7K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares17,514 from 19,984
Change-2,470 (-12%)
Value$1.4M (-$171.6K)
Filed 2026-10-30
RCS Financial Planning, LLC
INCREASED
Shares16,253 from 15,806
Change+447 (+3%)
Value$1.3M (+$60.4K)
Filed 2026-10-14
Zenith Solutions, Inc.
DECREASED
Shares15,839 from 16,521
Change-682 (-4%)
Value$1.3M (-$30.7K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,164 from 14,882
Change+282 (+2%)
Value$1.2M (+$45.5K)
Filed 2026-11-03
Navigation Group, LLC
INCREASED
Shares14,225 from 14,220
Change+5 (+0%)
Value$1.2M (+$21.9K)
Filed 2026-10-28
Lifelong Wealth Advisors, Inc.
DECREASED
Shares14,084 from 14,367
Change-283 (-2%)
Value$1.2M (-$1.4K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares13,257 from 15,036
Change-1,779 (-12%)
Value$1.1M (-$122.6K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares11,891 from 12,447
Change-556 (-4%)
Value$971.2K (-$26.5K)
Filed 2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares11,747 from 12,979
Change-1,232 (-9%)
Value$959.4K (-$81.0K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
DECREASED
Shares11,485 from 12,560
Change-1,075 (-9%)
Value$938.0K (-$68.8K)
Filed 2026-10-15
One Wealth Capital Management, LLC
DECREASED
Shares11,362 from 16,886
Change-5,524 (-33%)
Value$927.9K (-$425.6K)
Filed 2026-10-23
Asempa Wealth Advisors
DECREASED
Shares11,315 from 11,393
Change-78 (-1%)
Value$925.3K (+$12.1K)
Filed 2026-10-07
Kestra Advisory Services, LLC
INCREASED
Shares10,762 from 3,210
Change+7,552 (+235%)
Value$879.0K (+$621.6K)
Filed 2026-11-02
Cornerstone Planning Group LLC
DECREASED
Shares10,622 from 10,920
Change-298 (-3%)
Value$885.1K (+$7.6K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares10,551 from 11,747
Change-1,196 (-10%)
Value$861.7K (-$79.9K)
Filed 2026-10-15
West Wealth Group, LLC
DECREASED
Shares9,978 from 9,994
Change-16 (0%)
Value$814.9K (+$13.7K)
Filed 2026-10-14
Tempus Wealth Planning, LLC
INCREASED
Shares9,153 from 9,020
Change+133 (+1%)
Value$747.5K (+$24.4K)
Filed 2026-10-14
Bestgate Wealth Advisors, LLC
NEW
Shares9,115
Change+9,115
Value$744.4K
Filed 2026-10-13
Beacon Financial Group
INCREASED
Shares8,872 from 8,711
Change+161 (+2%)
Value$724.6K (+$26.3K)
Filed 2026-10-19
Maia Wealth LLC
INCREASED
Shares8,504 from 7,304
Change+1,200 (+16%)
Value$694.5K (+$109.0K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares8,165 from 8,944
Change-779 (-9%)
Value$666.8K (-$50.1K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares7,989 from 8,369
Change-380 (-5%)
Value$652.4K (-$18.5K)
Filed 2026-10-14
Oregon Pacific Wealth Management, LLC
DECREASED
Shares7,882 from 8,609
Change-727 (-8%)
Value$643.7K (-$46.4K)
Filed 2026-10-20
Traveka Wealth, LLC
DECREASED
Shares7,858 from 9,152
Change-1,294 (-14%)
Value$641.8K (-$91.9K)
Filed 2026-10-19
Bison Wealth, LLC
DECREASED
Shares7,703 from 7,738
Change-35 (0%)
Value$641.3K (+$15.9K)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares7,690 from 8,247
Change-557 (-7%)
Value$628.0K (-$33.0K)
Filed 2026-11-05
Cypress Wealth Services, LLC
DECREASED
Shares7,528 from 8,088
Change-560 (-7%)
Value$628.1K (-$20.2K)
Filed 2026-10-21
Trilogy Capital Inc.
DECREASED
Shares7,497 from 8,384
Change-887 (-11%)
Value$612.3K (-$59.8K)
Filed 2026-10-20
Guardian Financial Partners, LLC
NEW
Shares7,472
Change+7,472
Value$610.2K
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares6,975 from 7,653
Change-678 (-9%)
Value$569.6K (-$43.8K)
Filed 2026-10-30
JB Capital LLC
INCREASED
Shares6,758 from 6,215
Change+543 (+9%)
Value$552.0K (+$53.8K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
DECREASED
Shares6,738 from 7,027
Change-289 (-4%)
Value$562.2K (-$1.2K)
Filed 2026-10-19
Gen-Wealth Partners Inc
DECREASED
Shares6,513 from 8,041
Change-1,528 (-19%)
Value$531.9K (-$112.7K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares6,465 from 6,678
Change-213 (-3%)
Value$528.0K (-$7.3K)
Filed 2026-11-05
MBE Wealth Management, LLC
DECREASED
Shares6,313 from 6,676
Change-363 (-5%)
Value$515.6K (-$19.6K)
Filed 2026-10-26
Absolute Capital Management, LLC
DECREASED
Shares6,295 from 7,067
Change-772 (-11%)
Value$514.1K (-$52.4K)
Filed 2026-10-16
Capital Asset Advisory Services LLC
DECREASED
Shares6,261 from 7,671
Change-1,410 (-18%)
Value$512.0K (-$102.9K)
Filed 2026-10-30
Endeavor Private Wealth, Inc.
DECREASED
Shares5,618 from 5,792
Change-174 (-3%)
Value$458.8K (-$5.5K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares5,271 from 3,020
Change+2,251 (+75%)
Value$430.5K (+$188.4K)
Filed 2026-11-05
Insight Wealth Strategies, LLC
DECREASED
Shares5,185 from 5,199
Change-14 (0%)
Value$423.5K (+$6.6K)
Filed 2026-10-09
Kestra Investment Management, LLC
DECREASED
Shares5,174 from 5,657
Change-483 (-9%)
Value$422.6K (-$30.9K)
Filed 2026-11-04
Soltis Investment Advisors LLC
NEW
Shares4,986
Change+4,986
Value$407.2K
Filed 2026-10-28
Sovran Advisors, LLC
DECREASED
Shares4,916 from 5,634
Change-718 (-13%)
Value$404.6K (-$45.3K)
Filed 2026-11-02
PW Nova Financial Services LLC
UNCHANGED
Shares4,883 from 4,883
Change0 (0%)
Value$398.8K (+$7.4K)
Filed 2026-10-15
Braun-Bostich & Associates Inc.
DECREASED
Shares4,773 from 5,127
Change-354 (-7%)
Value$389.8K (-$21.2K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares4,480 from 6,647
Change-2,167 (-33%)
Value$365.9K (-$166.9K)
Filed 2026-10-14
Buttonwood Financial Group, LLC
DECREASED
Shares4,372 from 4,910
Change-538 (-11%)
Value$364.8K (-$28.8K)
Filed 2026-10-16
Williams Financial, LLC
DECREASED
Shares4,191 from 4,463
Change-272 (-6%)
Value$342.3K (-$15.5K)
Filed 2026-10-19
Ehrlich Financial Group
INCREASED
Shares4,126 from 3,244
Change+882 (+27%)
Value$337.0K (+$76.9K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares4,031 from 4,026
Change+5 (+0%)
Value$329.2K (+$6.5K)
Filed 2026-10-23
Csenge Advisory Group
INCREASED
Shares4,021 from 3,455
Change+566 (+16%)
Value$328.4K (+$51.4K)
Filed 2026-11-04
Integrity Alliance, Llc.
NEW
Shares3,945
Change+3,945
Value$322.2K
Filed 2026-10-29
Northland Securities, Inc.
UNCHANGED
Shares3,898 from 3,898
Change0 (0%)
Value$318.3K (+$5.9K)
Filed 2026-11-02
Centurion Wealth Management LLC
DECREASED
Shares3,860 from 6,220
Change-2,360 (-38%)
Value$315.2K (-$183.4K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED
Shares3,848 from 3,914
Change-66 (-2%)
Value$314.3K (+$560)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED
Shares3,781 from 3,926
Change-145 (-4%)
Value$308.8K (-$5.9K)
Filed 2026-11-02
Sterling Manor Financial, LLC
NEW
Shares3,752
Change+3,752
Value$306.4K
Filed 2026-10-21
Meridian Wealth Management, LLC
UNCHANGED
Shares3,668 from 3,668
Change0 (0%)
Value$299.6K (+$5.5K)
Filed 2026-11-05
Urban Wealth Management, LLC
DECREASED
Shares3,347 from 3,713
Change-366 (-10%)
Value$273.3K (-$24.3K)
Filed 2026-10-21
MKT Advisors LLC
DECREASED
Shares3,272 from 3,451
Change-179 (-5%)
Value$271.1K (-$6.6K)
Filed 2026-10-20
Uptick Partners, LLC
DECREASED
Shares3,269 from 3,754
Change-485 (-13%)
Value$267.0K (-$33.9K)
Filed 2026-11-04
Goldstein Advisors, LLC
INCREASED
Shares3,120 from 3,118
Change+2 (+0%)
Value$254.8K (+$4.9K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares3,101 from 3,491
Change-390 (-11%)
Value$253.0K (-$27.0K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares3,064 from 3,448
Change-384 (-11%)
Value$250.2K (-$26.2K)
Filed 2026-11-05
Financial Architects, LLC
NEW
Shares2,875
Change+2,875
Value$234.8K
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares2,751 from 3,004
Change-253 (-8%)
Value$224.7K (+$14.0K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
DECREASED
Shares2,730 from 3,200
Change-470 (-15%)
Value$223.0K (-$33.6K)
Filed 2026-11-03
Two West Capital Advisors LLC
DECREASED
Shares2,601 from 3,031
Change-430 (-14%)
Value$212.8K (-$29.3K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares2,511 from 2,611
Change-100 (-4%)
Value$205.0K (-$4.2K)
Filed 2026-10-23
Plan Group Financial, LLC
DECREASED
Shares2,485 from 2,661
Change-176 (-7%)
Value$204.4K (-$8.9K)
Filed 2026-10-22
Kelly Financial Group LLC
DECREASED
Shares2,462 from 2,644
Change-182 (-7%)
Value$201.1K (-$10.9K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares2,377 from 2,898
Change-521 (-18%)
Value$194.1K (-$38.2K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
DECREASED
Shares2,147 from 2,416
Change-269 (-11%)
Value$175.4K (-$18.3K)
Filed 2026-10-20
Evolution Wealth Management Inc.
DECREASED
Shares2,068 from 2,308
Change-240 (-10%)
Value$168.9K (-$16.1K)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares1,740
Change+1,740
Value$142.1K
Filed 2026-10-27
Birchwood Financial Partners, Inc.
INCREASED
Shares1,318 from 1,315
Change+3 (+0%)
Value$107.7K (+$2.3K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares1,057 from 1,021
Change+36 (+4%)
Value$86.3K (+$4.4K)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares718
Change+718
Value$58.7K
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$52.6K (+$972)
Filed 2026-10-26
Buck Wealth Strategies, LLC
DECREASED
Shares514 from 632
Change-118 (-19%)
Value$41.9K (-$8.7K)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares476 from 3,189
Change-2,713 (-85%)
Value$38.9K (-$216.7K)
Filed 2026-11-02
Olistico Wealth, LLC
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$37.2K (+$687)
Filed 2026-10-05
Barrett & Company, Inc.
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$36.3K (+$672)
Filed 2026-10-22
Clean Yield Group
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$34.0K (+$628)
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares341 from 389
Change-48 (-12%)
Value$27.8K (-$3.3K)
Filed 2026-11-04
Milestone Investment Advisors LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$27.2K (+$503)
Filed 2026-11-05
West Branch Capital LLC
NEW
Shares306
Change+306
Value$25.0K
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares305 from 310
Change-5 (-2%)
Value$24.9K (+$59)
Filed 2026-10-14
Hanson & Doremus Investment Management
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$22 (+$1)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares252 from 276
Change-24 (-9%)
Value$20.6K (-$1.5K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$18.5K (+$343)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares109
Change+109
Value$8.9K
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares75 from 86
Change-11 (-13%)
Value$6.1K (-$769)
Filed 2026-10-20
Key Capital Management, Inc
DECREASED
Shares47 from 54
Change-7 (-13%)
Value$3.8K (-$491)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
NEW
Shares1
Change+1
Value$82
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 7,671
Change-7,671 (-100%)
Value$0 (-$614.9K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 2,720
Change-2,720 (-100%)
Value$0 (-$218.0K)
Filed 2026-11-05
NBT Bank, N.A.
CLOSED
Shares0 from 736
Change-736 (-100%)
Value$0 (-$59.0K)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$47.7K)
Filed 2026-10-26
Tucker Asset Management LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-29
Varma Mutual Pension Insurance Co
N/A
Shares— from 4,814,000
Change-4,814,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,217,213
Change-4,217,213 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,232,880
Change-1,232,880 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 803,987
Change-803,987 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 730,454
Change-730,454 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 280,587
Change-280,587 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 232,617
Change-232,617 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 142,890
Change-142,890 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 131,079
Change-131,079 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 101,940
Change-101,940 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 99,006
Change-99,006 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 80,709
Change-80,709 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 80,398
Change-80,398 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 66,569
Change-66,569 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 65,142
Change-65,142 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 63,936
Change-63,936 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 58,519
Change-58,519 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 58,362
Change-58,362 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 55,958
Change-55,958 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 54,877
Change-54,877 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 54,788
Change-54,788 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 53,797
Change-53,797 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 49,761
Change-49,761 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 49,046
Change-49,046 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,397
Change-41,397 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,718
Change-37,718 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 28,310
Change-28,310 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 28,211
Change-28,211 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,534
Change-23,534 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,451
Change-23,451 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 21,770
Change-21,770 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 21,563
Change-21,563 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,167
Change-21,167 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 20,391
Change-20,391 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 19,546
Change-19,546 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,628
Change-17,628 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 16,608
Change-16,608 (-100%)
Value—
&partners
N/A
Shares— from 14,656
Change-14,656 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 14,107
Change-14,107 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,083
Change-14,083 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 13,720
Change-13,720 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 13,448
Change-13,448 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,214
Change-13,214 (-100%)
Value—
EQ LLC
N/A
Shares— from 12,325
Change-12,325 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,198
Change-11,198 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,668
Change-10,668 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 10,411
Change-10,411 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,154
Change-10,154 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 8,882
Change-8,882 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,287
Change-8,287 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,739
Change-7,739 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,884
Change-5,884 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,448
Change-5,448 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 5,044
Change-5,044 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 2,943
Change-2,943 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
EFG International AG
N/A
Shares— from 942
Change-942 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 903
Change-903 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 473
Change-473 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 206
Change-206 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16
Change-16 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Park Avenue Securities LLC
DECREASED391,010419,357-28,347-7%$33.6M$31.9M-$1.7M2026-10-26
Sofi Wealth, LLC
INCREASED168,336148,576+19,760+13%$11.9M$13.7M+$1.8M2026-10-27
Thrivent Financial for Lutherans
DECREASED111,494124,466-12,972-10%$9.9M$9.1M-$831.0K2026-11-05
Assetmark, Inc
DECREASED100,659112,781-12,122-11%$9.0M$8.2M-$819.7K2026-10-21
Archer Investment Management, LLC
DECREASED65,70573,549-7,844-11%$5.9M$5.4M-$529.6K2026-10-13
Vise Technologies, Inc.
INCREASED60,99538,218+22,777+60%$3.1M$5.0M+$1.9M2026-10-29
Sharkey, Howes & Javer
INCREASED56,33655,810+526+1%$4.5M$4.6M+$127.2K2026-10-22
Perigon Wealth Management, LLC
DECREASED51,61456,764-5,150-9%$4.6M$4.2M-$334.9K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED51,14354,128-2,985-6%$4.3M$4.2M-$162.0K2026-11-02
Bank of New York Mellon Corp
DECREASED50,11650,370-2540%$4.0M$4.1M+$55.4K2026-11-05
Horst & Graben Wealth Management LLC
DECREASED49,84258,722-8,880-15%$4.7M$4.1M-$638.3K2026-11-02
SigFig Wealth Management, LLC
DECREASED44,42545,034-609-1%$3.6M$3.6M+$44.2K2026-10-07
MGO One Seven LLC
DECREASED40,11042,703-2,593-6%$3.4M$3.3M-$147.3K2026-10-28
Commonwealth Equity Services, LLC
DECREASED39,76741,482-1,715-4%$3.3M$3.2M-$77.5K2026-11-02
Farther Finance Advisors, LLC
DECREASED29,98832,407-2,419-7%$2.6M$2.4M-$148.6K2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED28,27131,598-3,327-11%$2.6M$2.3M-$223.5K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED23,76529,806-6,041-20%$2.4M$1.9M-$448.3K2026-10-16
RFG Advisory, LLC
INCREASED23,07822,932+146+1%$1.8M$1.9M+$46.6K2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED20,66822,123-1,455-7%$1.8M$1.7M-$85.4K2026-10-21
Sagespring Wealth Partners, LLC
DECREASED20,43522,907-2,472-11%$1.8M$1.7M-$167.3K2026-10-22
Skyline Advisors, Inc.
DECREASED18,78721,141-2,354-11%$1.7M$1.5M-$160.4K2026-11-03
Diversify Advisory Services, LLC
INCREASED17,98212,879+5,103+40%$1.0M$1.5M+$461.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED17,98212,879+5,103+40%$1.0M$1.5M+$461.7K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED17,51419,984-2,470-12%$1.6M$1.4M-$171.6K2026-10-30
RCS Financial Planning, LLC
INCREASED16,25315,806+447+3%$1.3M$1.3M+$60.4K2026-10-14
Zenith Solutions, Inc.
DECREASED15,83916,521-682-4%$1.3M$1.3M-$30.7K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED15,16414,882+282+2%$1.2M$1.2M+$45.5K2026-11-03
Navigation Group, LLC
INCREASED14,22514,220+5+0%$1.1M$1.2M+$21.9K2026-10-28
Lifelong Wealth Advisors, Inc.
DECREASED14,08414,367-283-2%$1.2M$1.2M-$1.4K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED13,25715,036-1,779-12%$1.2M$1.1M-$122.6K2026-11-04
CoreCap Advisors, LLC
DECREASED11,89112,447-556-4%$997.7K$971.2K-$26.5K2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED11,74712,979-1,232-9%$1.0M$959.4K-$81.0K2026-10-13
Hoxton Planning & Management, LLC
DECREASED11,48512,560-1,075-9%$1.0M$938.0K-$68.8K2026-10-15
One Wealth Capital Management, LLC
DECREASED11,36216,886-5,524-33%$1.4M$927.9K-$425.6K2026-10-23
Asempa Wealth Advisors
DECREASED11,31511,393-78-1%$913.3K$925.3K+$12.1K2026-10-07
Kestra Advisory Services, LLC
INCREASED10,7623,210+7,552+235%$257.3K$879.0K+$621.6K2026-11-02
Cornerstone Planning Group LLC
DECREASED10,62210,920-298-3%$877.5K$885.1K+$7.6K2026-10-16
Atria Investments, Inc
DECREASED10,55111,747-1,196-10%$941.6K$861.7K-$79.9K2026-10-15
West Wealth Group, LLC
DECREASED9,9789,994-160%$801.2K$814.9K+$13.7K2026-10-14
Tempus Wealth Planning, LLC
INCREASED9,1539,020+133+1%$723.1K$747.5K+$24.4K2026-10-14
Bestgate Wealth Advisors, LLC
NEW9,115—+9,115——$744.4K—2026-10-13
Beacon Financial Group
INCREASED8,8728,711+161+2%$698.3K$724.6K+$26.3K2026-10-19
Maia Wealth LLC
INCREASED8,5047,304+1,200+16%$585.5K$694.5K+$109.0K2026-10-19
Strategic Blueprint, LLC
DECREASED8,1658,944-779-9%$717.0K$666.8K-$50.1K2026-10-22
Focus Financial Network, Inc.
DECREASED7,9898,369-380-5%$670.9K$652.4K-$18.5K2026-10-14
Oregon Pacific Wealth Management, LLC
DECREASED7,8828,609-727-8%$690.1K$643.7K-$46.4K2026-10-20
Traveka Wealth, LLC
DECREASED7,8589,152-1,294-14%$733.6K$641.8K-$91.9K2026-10-19
Bison Wealth, LLC
DECREASED7,7037,738-350%$625.3K$641.3K+$15.9K2026-10-13
WBH Advisory Inc
DECREASED7,6908,247-557-7%$661.1K$628.0K-$33.0K2026-11-05
Cypress Wealth Services, LLC
DECREASED7,5288,088-560-7%$648.3K$628.1K-$20.2K2026-10-21
Trilogy Capital Inc.
DECREASED7,4978,384-887-11%$672.1K$612.3K-$59.8K2026-10-20
Guardian Financial Partners, LLC
NEW7,472—+7,472——$610.2K—2026-11-04
Ascent Group, LLC
DECREASED6,9757,653-678-9%$613.5K$569.6K-$43.8K2026-10-30
JB Capital LLC
INCREASED6,7586,215+543+9%$498.2K$552.0K+$53.8K2026-10-19
CFS Investment Advisory Services, LLC
DECREASED6,7387,027-289-4%$563.4K$562.2K-$1.2K2026-10-19
Gen-Wealth Partners Inc
DECREASED6,5138,041-1,528-19%$644.6K$531.9K-$112.7K2026-11-04
Spectrum Planning & Advisory Services Inc.
DECREASED6,4656,678-213-3%$535.3K$528.0K-$7.3K2026-11-05
MBE Wealth Management, LLC
DECREASED6,3136,676-363-5%$535.1K$515.6K-$19.6K2026-10-26
Absolute Capital Management, LLC
DECREASED6,2957,067-772-11%$566.6K$514.1K-$52.4K2026-10-16
Capital Asset Advisory Services LLC
DECREASED6,2617,671-1,410-18%$614.9K$512.0K-$102.9K2026-10-30
Endeavor Private Wealth, Inc.
DECREASED5,6185,792-174-3%$464.3K$458.8K-$5.5K2026-11-05
Rossby Financial, LCC
INCREASED5,2713,020+2,251+75%$242.1K$430.5K+$188.4K2026-11-05
Insight Wealth Strategies, LLC
DECREASED5,1855,199-140%$416.9K$423.5K+$6.6K2026-10-09
Kestra Investment Management, LLC
DECREASED5,1745,657-483-9%$453.4K$422.6K-$30.9K2026-11-04
Soltis Investment Advisors LLC
NEW4,986—+4,986——$407.2K—2026-10-28
Sovran Advisors, LLC
DECREASED4,9165,634-718-13%$449.8K$404.6K-$45.3K2026-11-02
PW Nova Financial Services LLC
UNCHANGED4,8834,88300%$391.4K$398.8K+$7.4K2026-10-15
Braun-Bostich & Associates Inc.
DECREASED4,7735,127-354-7%$411.0K$389.8K-$21.2K2026-10-20
Patriot Financial Group Insurance Agency, LLC
DECREASED4,4806,647-2,167-33%$532.8K$365.9K-$166.9K2026-10-14
Buttonwood Financial Group, LLC
DECREASED4,3724,910-538-11%$393.6K$364.8K-$28.8K2026-10-16
Williams Financial, LLC
DECREASED4,1914,463-272-6%$357.8K$342.3K-$15.5K2026-10-19
Ehrlich Financial Group
INCREASED4,1263,244+882+27%$260.0K$337.0K+$76.9K2026-10-20
Apollon Wealth Management, LLC
INCREASED4,0314,026+5+0%$322.7K$329.2K+$6.5K2026-10-23
Csenge Advisory Group
INCREASED4,0213,455+566+16%$277.0K$328.4K+$51.4K2026-11-04
Integrity Alliance, Llc.
NEW3,945—+3,945——$322.2K—2026-10-29
Northland Securities, Inc.
UNCHANGED3,8983,89800%$312.5K$318.3K+$5.9K2026-11-02
Centurion Wealth Management LLC
DECREASED3,8606,220-2,360-38%$498.6K$315.2K-$183.4K2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED3,8483,914-66-2%$313.7K$314.3K+$5602026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED3,7813,926-145-4%$314.7K$308.8K-$5.9K2026-11-02
Sterling Manor Financial, LLC
NEW3,752—+3,752——$306.4K—2026-10-21
Meridian Wealth Management, LLC
UNCHANGED3,6683,66800%$294.0K$299.6K+$5.5K2026-11-05
Urban Wealth Management, LLC
DECREASED3,3473,713-366-10%$297.6K$273.3K-$24.3K2026-10-21
MKT Advisors LLC
DECREASED3,2723,451-179-5%$277.7K$271.1K-$6.6K2026-10-20
Uptick Partners, LLC
DECREASED3,2693,754-485-13%$300.9K$267.0K-$33.9K2026-11-04
Goldstein Advisors, LLC
INCREASED3,1203,118+2+0%$249.9K$254.8K+$4.9K2026-10-15
Wedbush Securities Inc
DECREASED3,1013,491-390-11%$280.0K$253.0K-$27.0K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED3,0643,448-384-11%$276.4K$250.2K-$26.2K2026-11-05
Financial Architects, LLC
NEW2,875—+2,875——$234.8K—2026-10-13
SAX Wealth Advisors, LLC
DECREASED2,7513,004-253-8%$210.7K$224.7K+$14.0K2026-10-13
JFS Wealth Advisors, LLC
DECREASED2,7303,200-470-15%$256.5K$223.0K-$33.6K2026-11-03
Two West Capital Advisors LLC
DECREASED2,6013,031-430-14%$242.1K$212.8K-$29.3K2026-10-15
Sigma Planning Corp
DECREASED2,5112,611-100-4%$209.3K$205.0K-$4.2K2026-10-23
Plan Group Financial, LLC
DECREASED2,4852,661-176-7%$213.3K$204.4K-$8.9K2026-10-22
Kelly Financial Group LLC
DECREASED2,4622,644-182-7%$211.9K$201.1K-$10.9K2026-10-16
Fifth Third Bancorp
DECREASED2,3772,898-521-18%$232.3K$194.1K-$38.2K2026-11-05
Physician Wealth Advisors, Inc.
DECREASED2,1472,416-269-11%$193.7K$175.4K-$18.3K2026-10-20
Evolution Wealth Management Inc.
DECREASED2,0682,308-240-10%$185.0K$168.9K-$16.1K2026-10-28
Balance Wealth Partners LLC
NEW1,740—+1,740——$142.1K—2026-10-27
Birchwood Financial Partners, Inc.
INCREASED1,3181,315+3+0%$105.4K$107.7K+$2.3K2026-11-02
Parallel Advisors, LLC
INCREASED1,0571,021+36+4%$81.9K$86.3K+$4.4K2026-11-03
Birch Financial Group, LLC
NEW718—+718——$58.7K—2026-10-27
First Bancorp, Inc
UNCHANGED64464400%$51.6K$52.6K+$9722026-10-26
Buck Wealth Strategies, LLC
DECREASED514632-118-19%$50.6K$41.9K-$8.7K2026-10-28
Golden State Wealth Management, LLC
DECREASED4763,189-2,713-85%$255.6K$38.9K-$216.7K2026-11-02
Olistico Wealth, LLC
UNCHANGED45545500%$36.5K$37.2K+$6872026-10-05
Barrett & Company, Inc.
UNCHANGED44544500%$35.7K$36.3K+$6722026-10-22
Clean Yield Group
UNCHANGED41641600%$33.3K$34.0K+$6282026-10-28
Creative Financial Designs Inc
DECREASED341389-48-12%$31.2K$27.8K-$3.3K2026-11-04
Milestone Investment Advisors LLC
UNCHANGED33333300%$26.7K$27.2K+$5032026-11-05
West Branch Capital LLC
NEW306—+306——$25.0K—2026-10-20
Mather Group, Llc.
DECREASED305310-5-2%$24.9K$24.9K+$592026-10-14
Hanson & Doremus Investment Management
UNCHANGED26626600%$21$22+$12026-10-16
IFP Advisors, Inc
DECREASED252276-24-9%$22.1K$20.6K-$1.5K2026-10-16
Archer Investment Corp
UNCHANGED22722700%$18.2K$18.5K+$3432026-11-05
Latitude Advisors, LLC
NEW109—+109——$8.9K—2026-10-27
Portfolio Resources Advisor Group, Inc.
DECREASED7586-11-13%$6.9K$6.1K-$7692026-10-20
Key Capital Management, Inc
DECREASED4754-7-13%$4.3K$3.8K-$4912026-11-03
Silver Grove Financial Group, Inc.
NEW1—+1——$82—2026-11-05
Axxcess Wealth Management, LLC
CLOSED07,671-7,671-100%$614.9K$0-$614.9K2026-10-21
Elevation Point Wealth Partners, LLC
CLOSED02,720-2,720-100%$218.0K$0-$218.0K2026-11-05
NBT Bank, N.A.
CLOSED0736-736-100%$59.0K$0-$59.0K2026-10-21
Commonwealth Retirement Investments LLC
CLOSED0595-595-100%$47.7K$0-$47.7K2026-10-26
Tucker Asset Management LLC
CLOSED048-48-100%$3.8K$0-$3.8K2026-10-29
Varma Mutual Pension Insurance Co
N/A—4,814,000-4,814,000-100%$385.9M———
Envestnet Asset Management Inc
N/A—4,217,213-4,217,213-100%$338.1M———
LPL Financial LLC
N/A—1,232,880-1,232,880-100%$98.8M———
Envestnet Portfolio Solutions, Inc.
N/A—803,987-803,987-100%$64.4M———
JPMorgan Chase & Co
N/A—730,454-730,454-100%$58.1M———
Cetera Investment Advisers
N/A—280,587-280,587-100%$22.5M———
MML Investors Services, LLC
N/A—232,617-232,617-100%$18.6M———
Janney Montgomery Scott LLC
N/A—142,890-142,890-100%$11.5M———
One Wealth Advisors, LLC
N/A—131,079-131,079-100%$10.5M———
Royal Bank of Canada
N/A—101,940-101,940-100%$8.2M———
Avise Financial Cooperative, Inc.
N/A—99,006-99,006-100%$7.9M———
GeoWealth Management, LLC
N/A—80,709-80,709-100%$6.5M———
Advisory Services Network, LLC
N/A—80,398-80,398-100%$6.4M———
OneDigital Investment Advisors LLC
N/A—66,569-66,569-100%$5.3M———
Cerity Partners LLC
N/A—65,142-65,142-100%$5.2M———
Sanctuary Advisors, LLC
N/A—63,936-63,936-100%$5.1M———
Integrated Wealth Concepts LLC
N/A—58,519-58,519-100%$4.7M———
Equitable Holdings, Inc.
N/A—58,362-58,362-100%$4.7M———
Merit Financial Group, LLC
N/A—55,958-55,958-100%$4.5M———
Steward Partners Investment Advisory, LLC
N/A—54,877-54,877-100%$4.4M———
United Capital Financial Advisors, LLC
N/A—54,788-54,788-100%$4.4M———
NewEdge Advisors, LLC
N/A—53,797-53,797-100%$4.3M———
Orion Porfolio Solutions, LLC
N/A—49,761-49,761-100%$4.0M———
Davis Wealth Advisors, LLC
N/A—49,046-49,046-100%$3.9M———
Raymond James Financial Inc
N/A—41,397-41,397-100%$3.3M———
Osaic Holdings, Inc.
N/A—37,718-37,718-100%$3.0M———
MA Private Wealth
N/A—28,310-28,310-100%$2.3M———
World Investment Advisors
N/A—28,211-28,211-100%$2.0M———
Susquehanna International Group, LLP
N/A—23,534-23,534-100%$1.9M———
HighTower Advisors, LLC
N/A—23,451-23,451-100%$1.9M———
Aptus Capital Advisors, LLC
N/A—21,770-21,770-100%$1.7M———
Regal Investment Advisors LLC
N/A—21,563-21,563-100%$1.7M———
Snowden Capital Advisors LLC
N/A—21,167-21,167-100%$1.7M———
O'shaughnessy Asset Management, LLC
N/A—20,391-20,391-100%$1.6M———
Wealth Alliance, LLC
N/A—19,546-19,546-100%$1.6M———
Savvy Advisors, Inc.
N/A—17,628-17,628-100%$1.4M———
Keystone Financial Services
N/A—16,608-16,608-100%$1.3M———
&partners
N/A—14,656-14,656-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—14,107-14,107-100%$1.1M———
Mercer Global Advisors Inc
N/A—14,083-14,083-100%$1.1M———
Theory Financial LLC
N/A—13,720-13,720-100%$1.1M———
LifePlan Investment Advisors, Inc.
N/A—13,448-13,448-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—13,214-13,214-100%$1.1M———
EQ LLC
N/A—12,325-12,325-100%$988.0K———
CreativeOne Wealth, LLC
N/A—11,198-11,198-100%$897.7K———
Venturi Wealth Management, LLC
N/A—10,668-10,668-100%$855.1K———
Sound View Wealth Advisors Group, LLC
N/A—10,411-10,411-100%$834.5K———
Capital Analysts, LLC
N/A—10,154-10,154-100%$814.0K———
Wealthgarden F.S. LLC
N/A—8,882-8,882-100%$712.0K———
UBS Group AG
N/A—8,772-8,772-100%$703.2K———
AE Wealth Management LLC
N/A—8,287-8,287-100%$664.3K———
Arax Advisory Partners
N/A—7,739-7,739-100%$620.4K———
Van Hulzen Asset Management, LLC
N/A—6,069-6,069-100%$486.5K———
Harbour Investments, Inc.
N/A—5,884-5,884-100%$471.7K———
Vantus Wealth LLC
N/A—5,603-5,603-100%$449.1K———
Sovereign Financial Group, Inc.
N/A—5,509-5,509-100%$441.6K———
Advyzon Investment Management, LLC
N/A—5,448-5,448-100%$436.7K———
GTS Financial, LLC
N/A—5,214-5,214-100%$350.8K———
Ally Invest Advisors Inc.
N/A—5,044-5,044-100%$404.3K———
Wrapmanager Inc
N/A—5,000-5,000-100%$400.8K———
Godfrey Financial Associates, Inc.
N/A—4,675-4,675-100%$374.7K———
Perennial Investment Advisors, LLC
N/A—4,655-4,655-100%$373.1K———
Legacy Financial Group LLC
N/A—4,491-4,491-100%$360.0K———
Transamerica Financial Advisors, LLC
N/A—4,489-4,489-100%$359.9K———
Twin Peaks Wealth Advisors, LLC
N/A—4,421-4,421-100%$354.4K———
Russell Investments Group, Ltd.
N/A—4,260-4,260-100%$341.5K———
Hopwood Nicholas Hunter
N/A—4,091-4,091-100%$328.0K———
Vestmark Advisory Solutions, Inc.
N/A—4,013-4,013-100%$321.7K———
Bank of Hawaii
N/A—3,974-3,974-100%$318.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—3,971-3,971-100%$318.0K———
Curtis Wealth Management LLC
N/A—3,862-3,862-100%$309.6K———
IHT Wealth Management, LLC
N/A—3,812-3,812-100%$305.6K———
Cary Street Partners Investment Advisory LLC
N/A—3,774-3,774-100%$302.5K———
AQR Capital Management LLC
N/A—3,521-3,521-100%$282.2K———
Baron Silver Stevens Financial Advisors, LLC
N/A—3,503-3,503-100%$280.8K———
Rockefeller Capital Management L.P.
N/A—3,382-3,382-100%$271.1K———
Vertex Planning Partners, LLC
N/A—3,243-3,243-100%$260.0K———
Freedom Investment Management, Inc.
N/A—2,943-2,943-100%$235.9K———
Founders Financial Alliance, LLC
N/A—2,651-2,651-100%$212.5K———
Drucker Wealth 3.0, LLC
N/A—2,645-2,645-100%$212.0K———
Range Advisory, LLC
N/A—2,627-2,627-100%$210.6K———
BlackRock, Inc.
N/A—1,852-1,852-100%$148.5K———
Global Retirement Partners, LLC
N/A—1,845-1,845-100%$147.9K———
Continuum Advisory, LLC
N/A—1,731-1,731-100%$138.8K———
Morgan Stanley
N/A—1,292-1,292-100%$103.6K———
PNC Financial Services Group, Inc.
N/A—1,127-1,127-100%$90.3K———
EFG International AG
N/A—942-942-100%$75.5K———
Northwestern Mutual Wealth Management Co
N/A—903-903-100%$72.4K———
IFG Advisory, LLC
N/A—691-691-100%$55.4K———
WealthShield Partners, LLC
N/A—478-478-100%$38.3K———
Wells Fargo & Company
N/A—473-473-100%$37.9K———
Timbuktu Capital Management, LLC
N/A—458-458-100%$36.7K———
Kilter Group LLC
N/A—388-388-100%$31.1K———
Wellington Grp LLC
N/A—382-382-100%$26.8K———
Jones Financial Companies Lllp
N/A—206-206-100%$16.2K———
Clearstead Advisors, LLC
N/A—162-162-100%$13.0K———
UBS Asset Management Americas LLC
N/A—25-25-100%$2.0K———
Allworth Financial LP
N/A—16-16-100%$1.3K———
Vanguard Advisers Inc
N/A—14-14-100%$1.1K———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$45———
Showing 223 of 223 institutions