Ishares World EX U.S. Carbon (LCTD)

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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LPL Financial LLC

INCREASED

Shares292,654 from 257,495

Change+35,159 (+14%)

Value$17.0M (+$2.1M)

Filed 2026-11-06

Park Avenue Securities LLC

INCREASED

Shares96,316 from 79,965

Change+16,351 (+20%)

Value$5.6M (+$971.0K)

Filed 2026-10-26

Sofi Wealth, LLC

INCREASED

Shares41,972 from 33,437

Change+8,535 (+26%)

Value$2.4M (+$504.8K)

Filed 2026-10-27

Archer Investment Management, LLC

INCREASED

Shares27,663 from 25,705

Change+1,958 (+8%)

Value$1.6M (+$121.3K)

Filed 2026-10-13

Thrivent Financial for Lutherans

INCREASED

Shares27,076 from 24,223

Change+2,853 (+12%)

Value$1.6M (+$160.0K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares26,606 from 24,517

Change+2,089 (+9%)

Value$1.5M (+$128.5K)

Filed 2026-10-21

Vise Technologies, Inc.

INCREASED

Shares15,004 from 8,451

Change+6,553 (+78%)

Value$869.6K (+$382.4K)

Filed 2026-10-29

Merit Financial Group, LLC

INCREASED

Shares12,967 from 11,448

Change+1,519 (+13%)

Value$751.5K (+$91.5K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares12,259 from 10,925

Change+1,334 (+12%)

Value$711.0K (+$81.0K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares12,114 from 10,311

Change+1,803 (+17%)

Value$702.1K (+$107.6K)

Filed 2026-11-05

Horst & Graben Wealth Management LLC

DECREASED

Shares11,990 from 12,635

Change-645 (-5%)

Value$695.0K (-$28.5K)

Filed 2026-11-02

Perigon Wealth Management, LLC

DECREASED

Shares11,433 from 11,527

Change-94 (-1%)

Value$662.7K (-$1.9K)

Filed 2026-10-22

Sharkey, Howes & Javer

INCREASED

Shares10,881 from 10,709

Change+172 (+2%)

Value$630.7K (+$13.2K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares10,759 from 10,605

Change+154 (+1%)

Value$623.6K (+$12.1K)

Filed 2026-11-02

SigFig Wealth Management, LLC

INCREASED

Shares9,049 from 8,864

Change+185 (+2%)

Value$524.5K (+$15.4K)

Filed 2026-10-07

Farther Finance Advisors, LLC

INCREASED

Shares7,506 from 7,427

Change+79 (+1%)

Value$435.1K (+$6.8K)

Filed 2026-10-08

MGO One Seven LLC

INCREASED

Shares6,818 from 6,476

Change+342 (+5%)

Value$395.2K (+$21.8K)

Filed 2026-10-28

Concurrent Investment Advisors, LLC

INCREASED

Shares6,380 from 5,337

Change+1,043 (+20%)

Value$369.8K (+$62.1K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares5,831 from 6,366

Change-535 (-8%)

Value$333.5K (-$35.8K)

Filed 2026-10-13

Sagespring Wealth Partners, LLC

INCREASED

Shares5,336 from 4,741

Change+595 (+13%)

Value$309.3K (+$35.9K)

Filed 2026-10-22

Bestgate Wealth Advisors, LLC

NEW

Shares4,592

Change+4,592

Value$266.1K

Filed 2026-10-13

RFG Advisory, LLC

INCREASED

Shares4,390 from 4,348

Change+42 (+1%)

Value$254.5K (+$3.8K)

Filed 2026-11-03

OpenArc Corporate Advisory, LLC

INCREASED

Shares4,312 from 3,818

Change+494 (+13%)

Value$249.9K (+$29.8K)

Filed 2026-10-21

Kestra Private Wealth Services, LLC

DECREASED

Shares3,975 from 4,029

Change-54 (-1%)

Value$230.4K (-$1.9K)

Filed 2026-11-06

Zenith Solutions, Inc.

NEW

Shares3,947

Change+3,947

Value$228.7K

Filed 2026-10-19

Diversify Advisory Services, LLC

NEW

Shares3,882

Change+3,882

Value$225.7K

Filed 2026-10-20

Diversify Wealth Management, LLC

NEW

Shares3,882

Change+3,882

Value$225.7K

Filed 2026-10-20

RCS Financial Planning, LLC

NEW

Shares3,710

Change+3,710

Value$215.0K

Filed 2026-10-14

CoreCap Advisors, LLC

DECREASED

Shares2,555 from 2,596

Change-41 (-2%)

Value$148.1K (-$1.6K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares2,491 from 2,573

Change-82 (-3%)

Value$144.4K (-$4.0K)

Filed 2026-11-04

Ashton Thomas Private Wealth, LLC

INCREASED

Shares2,432 from 2,355

Change+77 (+3%)

Value$141.0K (+$5.2K)

Filed 2026-11-03

Gen-Wealth Partners Inc

DECREASED

Shares1,522 from 1,582

Change-60 (-4%)

Value$88.2K (-$3.0K)

Filed 2026-11-04

Rossby Financial, LCC

INCREASED

Shares1,258 from 623

Change+635 (+102%)

Value$72.9K (+$37.0K)

Filed 2026-11-05

Clearstead Advisors, LLC

NEW

Shares651

Change+651

Value$37.7K

Filed 2026-11-06

JFS Wealth Advisors, LLC

DECREASED

Shares630 from 657

Change-27 (-4%)

Value$36.5K (-$1.4K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares568 from 587

Change-19 (-3%)

Value$32.9K (-$924)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

INCREASED

Shares513 from 488

Change+25 (+5%)

Value$29.7K (+$1.6K)

Filed 2026-10-20

Evolution Wealth Management Inc.

DECREASED

Shares384 from 533

Change-149 (-28%)

Value$22.3K (-$8.5K)

Filed 2026-10-28

Birchwood Financial Partners, Inc.

UNCHANGED

Shares296 from 296

Change0 (0%)

Value$17.1K (+$90)

Filed 2026-11-02

Milestone Investment Advisors LLC

UNCHANGED

Shares281 from 281

Change0 (0%)

Value$16.3K (+$85)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares242 from 182

Change+60 (+33%)

Value$14.1K (+$3.5K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

DECREASED

Shares226 from 236

Change-10 (-4%)

Value$13.1K (-$508)

Filed 2026-11-06

Birch Financial Group, LLC

NEW

Shares171

Change+171

Value$9.9K

Filed 2026-10-27

First Bancorp, Inc

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$8.3K (+$43)

Filed 2026-10-26

Mather Group, Llc.

INCREASED

Shares123 from 80

Change+43 (+54%)

Value$7.1K (+$2.5K)

Filed 2026-10-14

Buck Wealth Strategies, LLC

DECREASED

Shares118 from 132

Change-14 (-11%)

Value$6.8K (-$771)

Filed 2026-10-28

Golden State Wealth Management, LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$5.7K (+$30)

Filed 2026-11-02

Hanson & Doremus Investment Management

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$4 ($0)

Filed 2026-10-16

West Branch Capital LLC

NEW

Shares70

Change+70

Value$4.1K

Filed 2026-10-20

Balance Wealth Partners LLC

NEW

Shares55

Change+55

Value$3.2K

Filed 2026-10-27

Creative Financial Designs Inc

DECREASED

Shares49 from 53

Change-4 (-8%)

Value$2.8K (-$216)

Filed 2026-11-04

IFP Advisors, Inc

DECREASED

Shares35 from 70

Change-35 (-50%)

Value$2.0K (-$2.0K)

Filed 2026-10-16

Latitude Advisors, LLC

NEW

Shares26

Change+26

Value$1.5K

Filed 2026-10-27

Portfolio Resources Advisor Group, Inc.

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1.3K (+$7)

Filed 2026-10-20

Arlington Trust Co LLC

NEW

Shares11

Change+11

Value$638

Filed 2026-10-20

Key Capital Management, Inc

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$638 (+$4)

Filed 2026-11-03

Cornerstone Planning Group LLC

CLOSED

Shares0 from 2,079

Change-2,079 (-100%)

Value$0 (-$120.9K)

Filed 2026-10-16

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 137

Change-137 (-100%)

Value$0 (-$7.9K)

Filed 2026-10-26

NBT Bank, N.A.

CLOSED

Shares0 from 107

Change-107 (-100%)

Value$0 (-$6.2K)

Filed 2026-10-21

Tucker Asset Management LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$634)

Filed 2026-10-29

JPMorgan Chase & Co

N/A

Shares— from 973,651

Change-973,651 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 823,081

Change-823,081 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 156,288

Change-156,288 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 56,446

Change-56,446 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 44,546

Change-44,546 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 37,556

Change-37,556 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 35,413

Change-35,413 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 34,998

Change-34,998 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 31,894

Change-31,894 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 29,483

Change-29,483 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 28,435

Change-28,435 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 26,312

Change-26,312 (-100%)

Value—

Avise Financial Cooperative, Inc.

N/A

Shares— from 21,741

Change-21,741 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 18,452

Change-18,452 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 17,771

Change-17,771 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,828

Change-12,828 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 12,217

Change-12,217 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 12,125

Change-12,125 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 11,097

Change-11,097 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,736

Change-10,736 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 9,956

Change-9,956 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 9,902

Change-9,902 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 9,764

Change-9,764 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 9,316

Change-9,316 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 9,288

Change-9,288 (-100%)

Value—

Davis Wealth Advisors, LLC

N/A

Shares— from 9,110

Change-9,110 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 6,810

Change-6,810 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 6,743

Change-6,743 (-100%)

Value—

MA Private Wealth

N/A

Shares— from 5,694

Change-5,694 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 4,939

Change-4,939 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 4,456

Change-4,456 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 4,350

Change-4,350 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 3,926

Change-3,926 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 3,668

Change-3,668 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,012

Change-2,012 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,992

Change-1,992 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 1,709

Change-1,709 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,356

Change-1,356 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,311

Change-1,311 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,192

Change-1,192 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 858

Change-858 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 793

Change-793 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 524

Change-524 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 451

Change-451 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 347

Change-347 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 345

Change-345 (-100%)

Value—

EFG International AG

N/A

Shares— from 197

Change-197 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 187

Change-187 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 167

Change-167 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 139

Change-139 (-100%)

Value—

1 North Wealth Services LLC

N/A

Shares— from 130

Change-130 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 104

Change-104 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Timbuktu Capital Management, LLC

N/A

Shares— from 97

Change-97 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 79

Change-79 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 36

Change-36 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	292,654	257,495	+35,159	+14%	$14.8M	$17.0M	+$2.1M	2026-11-06
Park Avenue Securities LLC	INCREASED	96,316	79,965	+16,351	+20%	$4.6M	$5.6M	+$971.0K	2026-10-26
Sofi Wealth, LLC	INCREASED	41,972	33,437	+8,535	+26%	$1.9M	$2.4M	+$504.8K	2026-10-27
Archer Investment Management, LLC	INCREASED	27,663	25,705	+1,958	+8%	$1.5M	$1.6M	+$121.3K	2026-10-13
Thrivent Financial for Lutherans	INCREASED	27,076	24,223	+2,853	+12%	$1.4M	$1.6M	+$160.0K	2026-11-05
Assetmark, Inc	INCREASED	26,606	24,517	+2,089	+9%	$1.4M	$1.5M	+$128.5K	2026-10-21
Vise Technologies, Inc.	INCREASED	15,004	8,451	+6,553	+78%	$487.3K	$869.6K	+$382.4K	2026-10-29
Merit Financial Group, LLC	INCREASED	12,967	11,448	+1,519	+13%	$660.1K	$751.5K	+$91.5K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	12,259	10,925	+1,334	+12%	$630.0K	$711.0K	+$81.0K	2026-11-02
Bank of New York Mellon Corp	INCREASED	12,114	10,311	+1,803	+17%	$594.5K	$702.1K	+$107.6K	2026-11-05
Horst & Graben Wealth Management LLC	DECREASED	11,990	12,635	-645	-5%	$723.5K	$695.0K	-$28.5K	2026-11-02
Perigon Wealth Management, LLC	DECREASED	11,433	11,527	-94	-1%	$664.6K	$662.7K	-$1.9K	2026-10-22
Sharkey, Howes & Javer	INCREASED	10,881	10,709	+172	+2%	$617.5K	$630.7K	+$13.2K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	10,759	10,605	+154	+1%	$611.5K	$623.6K	+$12.1K	2026-11-02
SigFig Wealth Management, LLC	INCREASED	9,049	8,864	+185	+2%	$509.1K	$524.5K	+$15.4K	2026-10-07
Farther Finance Advisors, LLC	INCREASED	7,506	7,427	+79	+1%	$428.2K	$435.1K	+$6.8K	2026-10-08
MGO One Seven LLC	INCREASED	6,818	6,476	+342	+5%	$373.4K	$395.2K	+$21.8K	2026-10-28
Concurrent Investment Advisors, LLC	INCREASED	6,380	5,337	+1,043	+20%	$307.7K	$369.8K	+$62.1K	2026-10-16
Wealth Enhancement Advisory Services, LLC	DECREASED	5,831	6,366	-535	-8%	$369.3K	$333.5K	-$35.8K	2026-10-13
Sagespring Wealth Partners, LLC	INCREASED	5,336	4,741	+595	+13%	$273.4K	$309.3K	+$35.9K	2026-10-22
Bestgate Wealth Advisors, LLC	NEW	4,592	—	+4,592	—	—	$266.1K	—	2026-10-13
RFG Advisory, LLC	INCREASED	4,390	4,348	+42	+1%	$250.7K	$254.5K	+$3.8K	2026-11-03
OpenArc Corporate Advisory, LLC	INCREASED	4,312	3,818	+494	+13%	$220.1K	$249.9K	+$29.8K	2026-10-21
Kestra Private Wealth Services, LLC	DECREASED	3,975	4,029	-54	-1%	$232.3K	$230.4K	-$1.9K	2026-11-06
Zenith Solutions, Inc.	NEW	3,947	—	+3,947	—	—	$228.7K	—	2026-10-19
Diversify Advisory Services, LLC	NEW	3,882	—	+3,882	—	—	$225.7K	—	2026-10-20
Diversify Wealth Management, LLC	NEW	3,882	—	+3,882	—	—	$225.7K	—	2026-10-20
RCS Financial Planning, LLC	NEW	3,710	—	+3,710	—	—	$215.0K	—	2026-10-14
CoreCap Advisors, LLC	DECREASED	2,555	2,596	-41	-2%	$149.7K	$148.1K	-$1.6K	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	2,491	2,573	-82	-3%	$148.4K	$144.4K	-$4.0K	2026-11-04
Ashton Thomas Private Wealth, LLC	INCREASED	2,432	2,355	+77	+3%	$135.8K	$141.0K	+$5.2K	2026-11-03
Gen-Wealth Partners Inc	DECREASED	1,522	1,582	-60	-4%	$91.2K	$88.2K	-$3.0K	2026-11-04
Rossby Financial, LCC	INCREASED	1,258	623	+635	+102%	$35.9K	$72.9K	+$37.0K	2026-11-05
Clearstead Advisors, LLC	NEW	651	—	+651	—	—	$37.7K	—	2026-11-06
JFS Wealth Advisors, LLC	DECREASED	630	657	-27	-4%	$37.9K	$36.5K	-$1.4K	2026-11-03
Fifth Third Bancorp	DECREASED	568	587	-19	-3%	$33.8K	$32.9K	-$924	2026-11-05
Physician Wealth Advisors, Inc.	INCREASED	513	488	+25	+5%	$28.1K	$29.7K	+$1.6K	2026-10-20
Evolution Wealth Management Inc.	DECREASED	384	533	-149	-28%	$30.7K	$22.3K	-$8.5K	2026-10-28
Birchwood Financial Partners, Inc.	UNCHANGED	296	296	0	0%	$17.1K	$17.1K	+$90	2026-11-02
Milestone Investment Advisors LLC	UNCHANGED	281	281	0	0%	$16.2K	$16.3K	+$85	2026-11-05
Parallel Advisors, LLC	INCREASED	242	182	+60	+33%	$10.5K	$14.1K	+$3.5K	2026-11-03
PNC Financial Services Group, Inc.	DECREASED	226	236	-10	-4%	$13.6K	$13.1K	-$508	2026-11-06
Birch Financial Group, LLC	NEW	171	—	+171	—	—	$9.9K	—	2026-10-27
First Bancorp, Inc	UNCHANGED	144	144	0	0%	$8.3K	$8.3K	+$43	2026-10-26
Mather Group, Llc.	INCREASED	123	80	+43	+54%	$4.6K	$7.1K	+$2.5K	2026-10-14
Buck Wealth Strategies, LLC	DECREASED	118	132	-14	-11%	$7.6K	$6.8K	-$771	2026-10-28
Golden State Wealth Management, LLC	UNCHANGED	99	99	0	0%	$5.7K	$5.7K	+$30	2026-11-02
Hanson & Doremus Investment Management	UNCHANGED	77	77	0	0%	$4	$4	$0	2026-10-16
West Branch Capital LLC	NEW	70	—	+70	—	—	$4.1K	—	2026-10-20
Balance Wealth Partners LLC	NEW	55	—	+55	—	—	$3.2K	—	2026-10-27
Creative Financial Designs Inc	DECREASED	49	53	-4	-8%	$3.1K	$2.8K	-$216	2026-11-04
IFP Advisors, Inc	DECREASED	35	70	-35	-50%	$4.0K	$2.0K	-$2.0K	2026-10-16
Latitude Advisors, LLC	NEW	26	—	+26	—	—	$1.5K	—	2026-10-27
Portfolio Resources Advisor Group, Inc.	UNCHANGED	22	22	0	0%	$1.3K	$1.3K	+$7	2026-10-20
Arlington Trust Co LLC	NEW	11	—	+11	—	—	$638	—	2026-10-20
Key Capital Management, Inc	UNCHANGED	11	11	0	0%	$634	$638	+$4	2026-11-03
Cornerstone Planning Group LLC	CLOSED	0	2,079	-2,079	-100%	$120.9K	$0	-$120.9K	2026-10-16
Commonwealth Retirement Investments LLC	CLOSED	0	137	-137	-100%	$7.9K	$0	-$7.9K	2026-10-26
NBT Bank, N.A.	CLOSED	0	107	-107	-100%	$6.2K	$0	-$6.2K	2026-10-21
Tucker Asset Management LLC	CLOSED	0	11	-11	-100%	$634	$0	-$634	2026-10-29
JPMorgan Chase & Co	N/A	—	973,651	-973,651	-100%	$55.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	823,081	-823,081	-100%	$47.5M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	156,288	-156,288	-100%	$9.0M	—	—	—
Cetera Investment Advisers	N/A	—	56,446	-56,446	-100%	$3.3M	—	—	—
MML Investors Services, LLC	N/A	—	44,546	-44,546	-100%	$2.6M	—	—	—
Flow Traders U.S. LLC	N/A	—	37,556	-37,556	-100%	$2.2M	—	—	—
Royal Bank of Canada	N/A	—	35,413	-35,413	-100%	$2.0M	—	—	—
Cerity Partners LLC	N/A	—	34,998	-34,998	-100%	$2.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	31,894	-31,894	-100%	$1.8M	—	—	—
Raymond James Financial Inc	N/A	—	29,483	-29,483	-100%	$1.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	28,435	-28,435	-100%	$1.6M	—	—	—
Advisory Services Network, LLC	N/A	—	26,312	-26,312	-100%	$1.5M	—	—	—
Avise Financial Cooperative, Inc.	N/A	—	21,741	-21,741	-100%	$1.3M	—	—	—
GeoWealth Management, LLC	N/A	—	18,452	-18,452	-100%	$1.1M	—	—	—
One Wealth Advisors, LLC	N/A	—	17,771	-17,771	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	12,828	-12,828	-100%	$740.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	12,217	-12,217	-100%	$704.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	12,125	-12,125	-100%	$699.1K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	11,097	-11,097	-100%	$640.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,736	-10,736	-100%	$619.0K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	9,956	-9,956	-100%	$574.0K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	9,902	-9,902	-100%	$570.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	9,764	-9,764	-100%	$563.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	9,316	-9,316	-100%	$537.1K	—	—	—
AE Wealth Management LLC	N/A	—	9,288	-9,288	-100%	$535.5K	—	—	—
Davis Wealth Advisors, LLC	N/A	—	9,110	-9,110	-100%	$525.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	6,810	-6,810	-100%	$392.6K	—	—	—
HighTower Advisors, LLC	N/A	—	6,743	-6,743	-100%	$388.8K	—	—	—
MA Private Wealth	N/A	—	5,694	-5,694	-100%	$328.3K	—	—	—
Jane Street Group, LLC	N/A	—	4,939	-4,939	-100%	$284.8K	—	—	—
Snowden Capital Advisors LLC	N/A	—	4,456	-4,456	-100%	$256.9K	—	—	—
Regal Investment Advisors LLC	N/A	—	4,350	-4,350	-100%	$250.8K	—	—	—
World Investment Advisors	N/A	—	3,926	-3,926	-100%	$217.5K	—	—	—
Savvy Advisors, Inc.	N/A	—	3,668	-3,668	-100%	$211.5K	—	—	—
Capital Analysts, LLC	N/A	—	2,012	-2,012	-100%	$116.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,992	-1,992	-100%	$114.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	1,709	-1,709	-100%	$98.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,356	-1,356	-100%	$78.2K	—	—	—
UBS Group AG	N/A	—	1,311	-1,311	-100%	$75.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,192	-1,192	-100%	$68.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	858	-858	-100%	$49.5K	—	—	—
Harbour Investments, Inc.	N/A	—	793	-793	-100%	$45.7K	—	—	—
Founders Financial Alliance, LLC	N/A	—	524	-524	-100%	$30.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	451	-451	-100%	$26.0K	—	—	—
BlackRock, Inc.	N/A	—	347	-347	-100%	$20.0K	—	—	—
Continuum Advisory, LLC	N/A	—	345	-345	-100%	$19.9K	—	—	—
EFG International AG	N/A	—	197	-197	-100%	$11.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	187	-187	-100%	$10.8K	—	—	—
Morgan Stanley	N/A	—	167	-167	-100%	$9.6K	—	—	—
IFG Advisory, LLC	N/A	—	139	-139	-100%	$8.0K	—	—	—
1 North Wealth Services LLC	N/A	—	130	-130	-100%	$7.5K	—	—	—
Wells Fargo & Company	N/A	—	104	-104	-100%	$6.0K	—	—	—
WealthShield Partners, LLC	N/A	—	100	-100	-100%	$5.8K	—	—	—
Timbuktu Capital Management, LLC	N/A	—	97	-97	-100%	$5.6K	—	—	—
Arax Advisory Partners	N/A	—	79	-79	-100%	$4.6K	—	—	—
Kilter Group LLC	N/A	—	74	-74	-100%	$4.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	36	-36	-100%	$2.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	6	-6	-100%	$346	—	—	—

Showing 118 of 118 institutions