Ishares DV Equity Active ETF (BDVL)

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

Shares14,323,946 from 13,770,668

Change+553,278 (+4%)

Value$374.1M (+$16.4M)

Filed 2026-11-06

Park Avenue Securities LLC

INCREASED

Shares2,318,961 from 2,306,714

Change+12,247 (+1%)

Value$60.6M (+$643.0K)

Filed 2026-10-26

WBH Advisory Inc

INCREASED

Shares806,347 from 802,839

Change+3,508 (+0%)

Value$21.1M (+$204.0K)

Filed 2026-11-05

Silverlake Wealth Management LLC

DECREASED

Shares115,032 from 123,131

Change-8,099 (-7%)

Value$3.0M (-$194.3K)

Filed 2026-10-21

Founders Financial Securities LLC

NEW

Shares111,344

Change+111,344

Value$2.9M

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares107,474 from 97,883

Change+9,591 (+10%)

Value$2.8M (+$264.0K)

Filed 2026-11-02

B. Riley Wealth Advisors, Inc.

INCREASED

Shares83,390 from 57,797

Change+25,593 (+44%)

Value$2.2M (+$683.5K)

Filed 2026-10-13

RDA Financial Network

DECREASED

Shares78,154 from 79,923

Change-1,769 (-2%)

Value$2.0M (-$35.0K)

Filed 2026-10-15

Strategic Blueprint, LLC

DECREASED

Shares68,814 from 71,287

Change-2,473 (-3%)

Value$1.8M (-$54.6K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares58,103 from 63,911

Change-5,808 (-9%)

Value$1.5M (-$142.8K)

Filed 2026-11-02

Vise Technologies, Inc.

INCREASED

Shares57,269 from 27,157

Change+30,112 (+111%)

Value$1.5M (+$790.3K)

Filed 2026-10-29

Claro Advisors Inc.

DECREASED

Shares49,460 from 54,112

Change-4,652 (-9%)

Value$1.3M (-$113.9K)

Filed 2026-11-02

Two West Capital Advisors LLC

INCREASED

Shares48,782 from 47,957

Change+825 (+2%)

Value$1.3M (+$39.6K)

Filed 2026-10-15

LongView Wealth Management

INCREASED

Shares48,675 from 47,957

Change+718 (+2%)

Value$1.3M (+$25.5K)

Filed 2026-10-19

Milestone Asset Management Group, LLC

UNCHANGED

Shares48,595 from 48,595

Change0 (0%)

Value$1.3M (+$6.8K)

Filed 2026-10-20

Cpwa, LLC

DECREASED

Shares28,536 from 29,925

Change-1,389 (-5%)

Value$756.8K (-$20.7K)

Filed 2026-11-04

Legacy Edge Advisors, LLC

INCREASED

Shares27,468 from 27,250

Change+218 (+1%)

Value$717.5K (+$9.5K)

Filed 2026-11-06

MSH Capital Advisors LLC

UNCHANGED

Shares26,317 from 26,317

Change0 (0%)

Value$687.4K (+$3.7K)

Filed 2026-11-03

Private Trust Co NA

INCREASED

Shares25,678 from 17,851

Change+7,827 (+44%)

Value$670.7K (+$206.9K)

Filed 2026-10-20

Prospera Financial Services Inc

INCREASED

Shares24,894 from 18,379

Change+6,515 (+35%)

Value$659.2K (+$181.7K)

Filed 2026-11-04

Aegis Wealth Management, Inc.

INCREASED

Shares22,636 from 18,759

Change+3,877 (+21%)

Value$591.2K (+$103.9K)

Filed 2026-10-26

Merit Financial Group, LLC

DECREASED

Shares21,633 from 22,143

Change-510 (-2%)

Value$565.1K (-$10.2K)

Filed 2026-11-06

Fifth Third Securities, Inc.

NEW

Shares18,494

Change+18,494

Value$483.1K

Filed 2026-10-21

Advisory Solutions Group, LLC

DECREASED

Shares17,097 from 18,589

Change-1,492 (-8%)

Value$446.6K (-$36.3K)

Filed 2026-10-14

Creative Financial Designs Inc

INCREASED

Shares11,729 from 10,332

Change+1,397 (+14%)

Value$306.4K (+$37.9K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares10,796 from 8,467

Change+2,329 (+28%)

Value$282.0K (+$62.0K)

Filed 2026-11-06

Fifth Third Bancorp

DECREASED

Shares9,888 from 10,036

Change-148 (-1%)

Value$258.3K (-$2.5K)

Filed 2026-11-05

Elevation Wealth Management LLC

INCREASED

Shares9,883 from 8,408

Change+1,475 (+18%)

Value$258.1K (+$39.7K)

Filed 2026-11-02

Magnus Financial Group LLC

DECREASED

Shares9,851 from 11,536

Change-1,685 (-15%)

Value$257.3K (-$42.4K)

Filed 2026-10-21

Valmark Advisers, Inc.

INCREASED

Shares9,123 from 9,023

Change+100 (+1%)

Value$238.3K (+$3.9K)

Filed 2026-11-06

Kestra Advisory Services, LLC

NEW

Shares9,070

Change+9,070

Value$236.9K

Filed 2026-11-02

Fiduciary Family Office, LLC

DECREASED

Shares8,838 from 9,012

Change-174 (-2%)

Value$230.8K (-$3.3K)

Filed 2026-11-04

J.W. Cole Advisors, Inc.

DECREASED

Shares7,931 from 8,131

Change-200 (-2%)

Value$207.2K (-$4.1K)

Filed 2026-11-05

Allworth Financial LP

INCREASED

Shares4,295 from 448

Change+3,847 (+859%)

Value$111.6K (+$99.9K)

Filed 2026-11-06

Signature Equity Partners, LLC

INCREASED

Shares4,034 from 3,142

Change+892 (+28%)

Value$105.4K (+$23.7K)

Filed 2026-10-29

Assetmark, Inc

DECREASED

Shares2,040 from 3,414

Change-1,374 (-40%)

Value$53.3K (-$35.4K)

Filed 2026-10-21

Farther Finance Advisors, LLC

INCREASED

Shares682 from 546

Change+136 (+25%)

Value$17.8K (+$3.6K)

Filed 2026-10-08

StoneX Group Inc.

CLOSED

Shares0 from 18,714

Change-18,714 (-100%)

Value$0 (-$486.4K)

Filed 2026-11-03

Atria Investments, Inc

CLOSED

Shares0 from 15,869

Change-15,869 (-100%)

Value$0 (-$412.3K)

Filed 2026-10-15

One Wealth Capital Management, LLC

CLOSED

Shares0 from 9,980

Change-9,980 (-100%)

Value$0 (-$259.3K)

Filed 2026-10-23

Elevated Financial Group LLC

CLOSED

Shares0 from 8,696

Change-8,696 (-100%)

Value$0 (-$225.9K)

Filed 2026-10-16

Cornerstone Planning Group LLC

CLOSED

Shares0 from 1,870

Change-1,870 (-100%)

Value$0 (-$48.5K)

Filed 2026-10-16

Envestnet Asset Management Inc

N/A

Shares— from 34,369,707

Change-34,369,707 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 7,403,309

Change-7,403,309 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 5,281,647

Change-5,281,647 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,461,669

Change-3,461,669 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,955,468

Change-2,955,468 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,058,489

Change-2,058,489 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 852,768

Change-852,768 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 496,841

Change-496,841 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 479,625

Change-479,625 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 388,782

Change-388,782 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 378,158

Change-378,158 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 365,322

Change-365,322 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 345,448

Change-345,448 (-100%)

Value—

Invst, LLC

N/A

Shares— from 339,287

Change-339,287 (-100%)

Value—

Beacon Bridge Wealth Partners, LLC

N/A

Shares— from 207,920

Change-207,920 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 167,905

Change-167,905 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 165,768

Change-165,768 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 140,966

Change-140,966 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 83,456

Change-83,456 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 82,117

Change-82,117 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 76,772

Change-76,772 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 71,645

Change-71,645 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 54,136

Change-54,136 (-100%)

Value—

Frisch Financial Group, Inc.

N/A

Shares— from 45,741

Change-45,741 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 42,925

Change-42,925 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 35,468

Change-35,468 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 30,243

Change-30,243 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 27,979

Change-27,979 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 27,181

Change-27,181 (-100%)

Value—

Fortis Advisors, LLC

N/A

Shares— from 26,518

Change-26,518 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 24,419

Change-24,419 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 22,798

Change-22,798 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 22,543

Change-22,543 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 22,270

Change-22,270 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 21,582

Change-21,582 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 20,634

Change-20,634 (-100%)

Value—

Vantus Wealth LLC

N/A

Shares— from 20,139

Change-20,139 (-100%)

Value—

Financial Sense Advisors, Inc.

N/A

Shares— from 15,457

Change-15,457 (-100%)

Value—

Vertex Planning Partners, LLC

N/A

Shares— from 15,448

Change-15,448 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 13,411

Change-13,411 (-100%)

Value—

Resolute Wealth Advisor, Inc.

N/A

Shares— from 13,394

Change-13,394 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 13,312

Change-13,312 (-100%)

Value—

Freedom Investment Management, Inc.

N/A

Shares— from 11,663

Change-11,663 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 10,550

Change-10,550 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 9,676

Change-9,676 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 8,618

Change-8,618 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,067

Change-8,067 (-100%)

Value—

UBS Group AG

N/A

Shares— from 7,110

Change-7,110 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 5,739

Change-5,739 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 5,101

Change-5,101 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 4,483

Change-4,483 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,764

Change-3,764 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,509

Change-3,509 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,136

Change-3,136 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 2,309

Change-2,309 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,005

Change-2,005 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,587

Change-1,587 (-100%)

Value—

Windsor Advisory Group, LLC

N/A

Shares— from 1,467

Change-1,467 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,040

Change-1,040 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 535

Change-535 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 328

Change-328 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 217

Change-217 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	14,323,946	13,770,668	+553,278	+4%	$357.8M	$374.1M	+$16.4M	2026-11-06
Park Avenue Securities LLC	INCREASED	2,318,961	2,306,714	+12,247	+1%	$59.9M	$60.6M	+$643.0K	2026-10-26
WBH Advisory Inc	INCREASED	806,347	802,839	+3,508	+0%	$20.9M	$21.1M	+$204.0K	2026-11-05
Silverlake Wealth Management LLC	DECREASED	115,032	123,131	-8,099	-7%	$3.2M	$3.0M	-$194.3K	2026-10-21
Founders Financial Securities LLC	NEW	111,344	—	+111,344	—	—	$2.9M	—	2026-10-28
Cambridge Investment Research Advisors, Inc.	INCREASED	107,474	97,883	+9,591	+10%	$2.5M	$2.8M	+$264.0K	2026-11-02
B. Riley Wealth Advisors, Inc.	INCREASED	83,390	57,797	+25,593	+44%	$1.5M	$2.2M	+$683.5K	2026-10-13
RDA Financial Network	DECREASED	78,154	79,923	-1,769	-2%	$2.1M	$2.0M	-$35.0K	2026-10-15
Strategic Blueprint, LLC	DECREASED	68,814	71,287	-2,473	-3%	$1.9M	$1.8M	-$54.6K	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	58,103	63,911	-5,808	-9%	$1.7M	$1.5M	-$142.8K	2026-11-02
Vise Technologies, Inc.	INCREASED	57,269	27,157	+30,112	+111%	$705.5K	$1.5M	+$790.3K	2026-10-29
Claro Advisors Inc.	DECREASED	49,460	54,112	-4,652	-9%	$1.4M	$1.3M	-$113.9K	2026-11-02
Two West Capital Advisors LLC	INCREASED	48,782	47,957	+825	+2%	$1.2M	$1.3M	+$39.6K	2026-10-15
LongView Wealth Management	INCREASED	48,675	47,957	+718	+2%	$1.2M	$1.3M	+$25.5K	2026-10-19
Milestone Asset Management Group, LLC	UNCHANGED	48,595	48,595	0	0%	$1.3M	$1.3M	+$6.8K	2026-10-20
Cpwa, LLC	DECREASED	28,536	29,925	-1,389	-5%	$777.5K	$756.8K	-$20.7K	2026-11-04
Legacy Edge Advisors, LLC	INCREASED	27,468	27,250	+218	+1%	$708.0K	$717.5K	+$9.5K	2026-11-06
MSH Capital Advisors LLC	UNCHANGED	26,317	26,317	0	0%	$683.7K	$687.4K	+$3.7K	2026-11-03
Private Trust Co NA	INCREASED	25,678	17,851	+7,827	+44%	$463.8K	$670.7K	+$206.9K	2026-10-20
Prospera Financial Services Inc	INCREASED	24,894	18,379	+6,515	+35%	$477.5K	$659.2K	+$181.7K	2026-11-04
Aegis Wealth Management, Inc.	INCREASED	22,636	18,759	+3,877	+21%	$487.4K	$591.2K	+$103.9K	2026-10-26
Merit Financial Group, LLC	DECREASED	21,633	22,143	-510	-2%	$575.3K	$565.1K	-$10.2K	2026-11-06
Fifth Third Securities, Inc.	NEW	18,494	—	+18,494	—	—	$483.1K	—	2026-10-21
Advisory Solutions Group, LLC	DECREASED	17,097	18,589	-1,492	-8%	$482.9K	$446.6K	-$36.3K	2026-10-14
Creative Financial Designs Inc	INCREASED	11,729	10,332	+1,397	+14%	$268.4K	$306.4K	+$37.9K	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	10,796	8,467	+2,329	+28%	$220.0K	$282.0K	+$62.0K	2026-11-06
Fifth Third Bancorp	DECREASED	9,888	10,036	-148	-1%	$260.7K	$258.3K	-$2.5K	2026-11-05
Elevation Wealth Management LLC	INCREASED	9,883	8,408	+1,475	+18%	$218.4K	$258.1K	+$39.7K	2026-11-02
Magnus Financial Group LLC	DECREASED	9,851	11,536	-1,685	-15%	$299.7K	$257.3K	-$42.4K	2026-10-21
Valmark Advisers, Inc.	INCREASED	9,123	9,023	+100	+1%	$234.4K	$238.3K	+$3.9K	2026-11-06
Kestra Advisory Services, LLC	NEW	9,070	—	+9,070	—	—	$236.9K	—	2026-11-02
Fiduciary Family Office, LLC	DECREASED	8,838	9,012	-174	-2%	$234.1K	$230.8K	-$3.3K	2026-11-04
J.W. Cole Advisors, Inc.	DECREASED	7,931	8,131	-200	-2%	$211.2K	$207.2K	-$4.1K	2026-11-05
Allworth Financial LP	INCREASED	4,295	448	+3,847	+859%	$11.6K	$111.6K	+$99.9K	2026-11-06
Signature Equity Partners, LLC	INCREASED	4,034	3,142	+892	+28%	$81.6K	$105.4K	+$23.7K	2026-10-29
Assetmark, Inc	DECREASED	2,040	3,414	-1,374	-40%	$88.7K	$53.3K	-$35.4K	2026-10-21
Farther Finance Advisors, LLC	INCREASED	682	546	+136	+25%	$14.2K	$17.8K	+$3.6K	2026-10-08
StoneX Group Inc.	CLOSED	0	18,714	-18,714	-100%	$486.4K	$0	-$486.4K	2026-11-03
Atria Investments, Inc	CLOSED	0	15,869	-15,869	-100%	$412.3K	$0	-$412.3K	2026-10-15
One Wealth Capital Management, LLC	CLOSED	0	9,980	-9,980	-100%	$259.3K	$0	-$259.3K	2026-10-23
Elevated Financial Group LLC	CLOSED	0	8,696	-8,696	-100%	$225.9K	$0	-$225.9K	2026-10-16
Cornerstone Planning Group LLC	CLOSED	0	1,870	-1,870	-100%	$48.5K	$0	-$48.5K	2026-10-16
Envestnet Asset Management Inc	N/A	—	34,369,707	-34,369,707	-100%	$892.9M	—	—	—
MML Investors Services, LLC	N/A	—	7,403,309	-7,403,309	-100%	$192.3M	—	—	—
Wells Fargo & Company	N/A	—	5,281,647	-5,281,647	-100%	$137.2M	—	—	—
JPMorgan Chase & Co	N/A	—	3,461,669	-3,461,669	-100%	$89.5M	—	—	—
Cetera Investment Advisers	N/A	—	2,955,468	-2,955,468	-100%	$76.8M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,058,489	-2,058,489	-100%	$53.5M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	852,768	-852,768	-100%	$22.2M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	496,841	-496,841	-100%	$12.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	479,625	-479,625	-100%	$12.5M	—	—	—
Waverly Advisors, LLC	N/A	—	388,782	-388,782	-100%	$10.1M	—	—	—
NorthRock Partners, LLC	N/A	—	378,158	-378,158	-100%	$9.8M	—	—	—
Sanctuary Advisors, LLC	N/A	—	365,322	-365,322	-100%	$9.5M	—	—	—
World Investment Advisors	N/A	—	345,448	-345,448	-100%	$9.0M	—	—	—
Invst, LLC	N/A	—	339,287	-339,287	-100%	$8.8M	—	—	—
Beacon Bridge Wealth Partners, LLC	N/A	—	207,920	-207,920	-100%	$5.4M	—	—	—
Regal Investment Advisors LLC	N/A	—	167,905	-167,905	-100%	$4.4M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	165,768	-165,768	-100%	$4.3M	—	—	—
Legacy Wealth Managment, LLC	N/A	—	140,966	-140,966	-100%	$3.7M	—	—	—
Citadel Advisors LLC	N/A	—	83,456	-83,456	-100%	$2.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	82,117	-82,117	-100%	$2.1M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	76,772	-76,772	-100%	$2.0M	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	71,645	-71,645	-100%	$1.9M	—	—	—
GeoWealth Management, LLC	N/A	—	54,136	-54,136	-100%	$1.4M	—	—	—
Frisch Financial Group, Inc.	N/A	—	45,741	-45,741	-100%	$1.2M	—	—	—
OneAscent Financial Services LLC	N/A	—	42,925	-42,925	-100%	$1.1M	—	—	—
Wealthgarden F.S. LLC	N/A	—	35,468	-35,468	-100%	$921.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	30,243	-30,243	-100%	$785.7K	—	—	—
BlackRock, Inc.	N/A	—	27,979	-27,979	-100%	$726.9K	—	—	—
Advisory Services Network, LLC	N/A	—	27,181	-27,181	-100%	$706.2K	—	—	—
Fortis Advisors, LLC	N/A	—	26,518	-26,518	-100%	$688.9K	—	—	—
WCG Wealth Advisors LLC	N/A	—	24,419	-24,419	-100%	$634.4K	—	—	—
Private Advisor Group, LLC	N/A	—	22,798	-22,798	-100%	$592.3K	—	—	—
Advisors Capital Management, LLC	N/A	—	22,543	-22,543	-100%	$585.7K	—	—	—
Advyzon Investment Management, LLC	N/A	—	22,270	-22,270	-100%	$578.6K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	21,582	-21,582	-100%	$560.7K	—	—	—
Wealthspire Advisors, LLC	N/A	—	20,634	-20,634	-100%	$536.1K	—	—	—
Vantus Wealth LLC	N/A	—	20,139	-20,139	-100%	$523.2K	—	—	—
Financial Sense Advisors, Inc.	N/A	—	15,457	-15,457	-100%	$401.6K	—	—	—
Vertex Planning Partners, LLC	N/A	—	15,448	-15,448	-100%	$401.3K	—	—	—
GTS Securities LLC	N/A	—	13,411	-13,411	-100%	$348.4K	—	—	—
Resolute Wealth Advisor, Inc.	N/A	—	13,394	-13,394	-100%	$330.2K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	13,312	-13,312	-100%	$345.8K	—	—	—
Freedom Investment Management, Inc.	N/A	—	11,663	-11,663	-100%	$303.0K	—	—	—
Ameriprise Financial Inc	N/A	—	10,550	-10,550	-100%	$274.1K	—	—	—
Equitable Holdings, Inc.	N/A	—	9,676	-9,676	-100%	$251.4K	—	—	—
IFG Advisory, LLC	N/A	—	8,618	-8,618	-100%	$223.9K	—	—	—
Raymond James Financial Inc	N/A	—	8,067	-8,067	-100%	$209.6K	—	—	—
UBS Group AG	N/A	—	7,110	-7,110	-100%	$184.7K	—	—	—
Continuum Advisory, LLC	N/A	—	5,739	-5,739	-100%	$149.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	5,101	-5,101	-100%	$131.9K	—	—	—
Park Place Capital Corp	N/A	—	4,483	-4,483	-100%	$116.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,764	-3,764	-100%	$97.8K	—	—	—
Royal Bank of Canada	N/A	—	3,509	-3,509	-100%	$91.0K	—	—	—
FMR LLC	N/A	—	3,136	-3,136	-100%	$81.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	2,309	-2,309	-100%	$60.0K	—	—	—
Bank of Montreal	N/A	—	2,005	-2,005	-100%	$52.1K	—	—	—
Morgan Stanley	N/A	—	1,587	-1,587	-100%	$41.2K	—	—	—
Windsor Advisory Group, LLC	N/A	—	1,467	-1,467	-100%	$38.1K	—	—	—
Harbour Investments, Inc.	N/A	—	1,040	-1,040	-100%	$27.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	535	-535	-100%	$13.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	328	-328	-100%	$8.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	217	-217	-100%	$5.6K	—	—	—

Showing 104 of 104 institutions