Xtrackers Msci Eafe High DIV (HDEF)

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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Wealth Enhancement Advisory Services, LLC

INCREASED

Shares1,557,709 from 1,424,752

Change+132,957 (+9%)

Value$49.8M (+$3.8M)

Filed 2026-10-13

Allen Investment Management, LLC

UNCHANGED

Shares596,285 from 596,285

Change0 (0%)

Value$19.3M (+$137.1K)

Filed 2026-11-03

Columbus Macro, LLC

INCREASED

Shares404,273 from 402,360

Change+1,913 (+0%)

Value$13.1M (+$146.4K)

Filed 2026-10-14

15 Wealth Advisors LLC

NEW

Shares356,786

Change+356,786

Value$11.5M

Filed 2026-10-14

ETF Portfolio Partners, Inc.

INCREASED

Shares303,177 from 302,668

Change+509 (+0%)

Value$9.8M (+$80.0K)

Filed 2026-10-22

White Pine Investment Co

INCREASED

Shares246,104 from 245,428

Change+676 (+0%)

Value$8.0M (+$73.0K)

Filed 2026-10-15

Assetmark, Inc

DECREASED

Shares193,331 from 197,077

Change-3,746 (-2%)

Value$6.3M (-$79.8K)

Filed 2026-10-21

Paller Financial Services Inc

INCREASED

Shares183,434 from 136,113

Change+47,321 (+35%)

Value$5.9M (+$1.6M)

Filed 2026-10-13

Tsfg, LLC

DECREASED

Shares148,752 from 491,833

Change-343,081 (-70%)

Value$4.8M (-$11.0M)

Filed 2026-10-23

Rose Capital Advisors LLC

NEW

Shares134,328

Change+134,328

Value$4.3M

Filed 2026-11-04

Aprio Wealth Management, LLC

DECREASED

Shares124,667 from 183,752

Change-59,085 (-32%)

Value$4.0M (-$1.9M)

Filed 2026-10-28

SWS Partners

DECREASED

Shares123,824 from 125,266

Change-1,442 (-1%)

Value$4.0M (-$20.3K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

DECREASED

Shares117,157 from 125,033

Change-7,876 (-6%)

Value$3.8M (-$228.5K)

Filed 2026-11-02

Investment Partners, Ltd.

INCREASED

Shares103,610 from 51,942

Change+51,668 (+99%)

Value$3.4M (+$1.7M)

Filed 2026-10-29

Regions Financial Corp

INCREASED

Shares100,991 from 96,818

Change+4,173 (+4%)

Value$3.3M (+$155.3K)

Filed 2026-11-05

Indivisible Partners

DECREASED

Shares96,985 from 100,648

Change-3,663 (-4%)

Value$3.1M (-$97.4K)

Filed 2026-10-26

Dynamic Advisor Solutions LLC

INCREASED

Shares79,158 from 74,970

Change+4,188 (+6%)

Value$2.6M (+$151.3K)

Filed 2026-10-13

Creative Planning

INCREASED

Shares64,814 from 63,914

Change+900 (+1%)

Value$2.1M (+$42.5K)

Filed 2026-11-02

AlphaCore Capital LLC

UNCHANGED

Shares37,667 from 37,667

Change0 (0%)

Value$1.2M (+$7.9K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares35,367 from 34,597

Change+770 (+2%)

Value$1.1M (+$32.2K)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares33,918 from 31,875

Change+2,043 (+6%)

Value$1.1M (+$72.8K)

Filed 2026-10-08

Orgel Wealth Management, LLC

DECREASED

Shares28,902 from 29,766

Change-864 (-3%)

Value$935.0K (-$21.7K)

Filed 2026-10-14

One Way Holdings LLC

UNCHANGED

Shares22,826 from 22,826

Change0 (0%)

Value$738.4K (+$4.8K)

Filed 2026-10-29

NorthCrest Asset Manangement, LLC

INCREASED

Shares22,562 from 19,628

Change+2,934 (+15%)

Value$731.5K (+$90.8K)

Filed 2026-10-13

Crescent Grove Advisors, LLC

DECREASED

Shares18,043 from 18,116

Change-73 (0%)

Value$583.7K (+$1.4K)

Filed 2026-10-21

Wetzel Investment Advisors, Inc.

DECREASED

Shares17,376 from 17,716

Change-340 (-2%)

Value$562.1K (-$7.3K)

Filed 2026-10-13

Redw Wealth LLC

INCREASED

Shares15,594 from 11,070

Change+4,524 (+41%)

Value$504.5K (+$148.7K)

Filed 2026-11-02

DeLarme Wealth Management, Inc.

INCREASED

Shares14,654 from 11,481

Change+3,173 (+28%)

Value$474.1K (+$105.1K)

Filed 2026-10-30

Focused Alpha, LLC

INCREASED

Shares13,583 from 13,491

Change+92 (+1%)

Value$439.4K (+$5.8K)

Filed 2026-10-20

Vise Technologies, Inc.

NEW

Shares12,389

Change+12,389

Value$400.8K

Filed 2026-10-29

Robertson Stephens Wealth Management, LLC

UNCHANGED

Shares10,655 from 10,655

Change0 (0%)

Value$344.7K (+$2.2K)

Filed 2026-10-16

HB Wealth Management, LLC

UNCHANGED

Shares10,523 from 10,523

Change0 (0%)

Value$340.4K (+$2.2K)

Filed 2026-10-23

Entrewealth, LLC

UNCHANGED

Shares10,423 from 10,423

Change0 (0%)

Value$337.2K (-$15.4K)

Filed 2026-10-14

Patten Group, Inc.

DECREASED

Shares10,247 from 10,342

Change-95 (-1%)

Value$331.5K (-$902)

Filed 2026-10-26

Brighton Jones LLC

INCREASED

Shares9,905 from 9,837

Change+68 (+1%)

Value$320.4K (+$4.2K)

Filed 2026-11-03

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

DECREASED

Shares9,309 from 9,935

Change-626 (-6%)

Value$301.1K (-$18.2K)

Filed 2026-10-27

Signal Advisors Wealth, LLC

UNCHANGED

Shares8,130 from 8,130

Change0 (0%)

Value$263.0K (+$1.7K)

Filed 2026-10-13

Private Wealth Group, LLC

UNCHANGED

Shares7,739 from 7,739

Change0 (0%)

Value$250.4K (+$1.6K)

Filed 2026-10-19

Capital Investment Advisors, LLC

UNCHANGED

Shares6,408 from 6,408

Change0 (0%)

Value$207.3K (+$1.3K)

Filed 2026-10-22

Sovran Advisors, LLC

DECREASED

Shares6,310 from 6,661

Change-351 (-5%)

Value$215.4K (-$10.8K)

Filed 2026-11-02

Brookstone Capital Management

NEW

Shares6,284

Change+6,284

Value$203.3K

Filed 2026-10-22

Lodestone Wealth Management LLC

INCREASED

Shares5,400 from 5,321

Change+79 (+1%)

Value$174.7K (+$3.7K)

Filed 2026-10-14

Private Trust Co NA

INCREASED

Shares4,882 from 4,392

Change+490 (+11%)

Value$157.9K (+$16.8K)

Filed 2026-10-20

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares4,189 from 4,189

Change0 (0%)

Value$135.5K (+$880)

Filed 2026-10-07

CGC Financial Services, LLC

UNCHANGED

Shares3,948 from 3,948

Change0 (0%)

Value$127.7K (+$829)

Filed 2026-10-13

CoreCap Advisors, LLC

UNCHANGED

Shares1,750 from 1,750

Change0 (0%)

Value$56.6K (+$368)

Filed 2026-10-08

North Star Investment Management Corp.

UNCHANGED

Shares1,621 from 1,621

Change0 (0%)

Value$52.4K (+$340)

Filed 2026-10-27

Elevation Wealth Partners, LLC

NEW

Shares858

Change+858

Value$27.7K

Filed 2026-10-07

GGM Financial LLC

INCREASED

Shares630 from 626

Change+4 (+1%)

Value$20.4K (+$270)

Filed 2026-11-05

Harbor Investment Advisory, LLC

INCREASED

Shares513 from 151

Change+362 (+240%)

Value$16.6K (+$11.7K)

Filed 2026-10-13

Financial Perspectives, Inc

UNCHANGED

Shares409 from 409

Change0 (0%)

Value$13.2K (+$86)

Filed 2026-11-03

Parallel Advisors, LLC

UNCHANGED

Shares266 from 266

Change0 (0%)

Value$8.6K (+$56)

Filed 2026-11-03

Key FInancial Inc

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$4.6K (+$30)

Filed 2026-11-02

Silver Grove Financial Group, Inc.

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$2.9K (+$19)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares37

Change+37

Value$1.2K

Filed 2026-10-21

Ashton Thomas Private Wealth, LLC

NEW

Shares27

Change+27

Value$873

Filed 2026-11-03

KWB Wealth

CLOSED

Shares0 from 6,322

Change-6,322 (-100%)

Value$0 (-$203.2K)

Filed 2026-10-16

Robinswood Financial LLC

CLOSED

Shares0 from 677

Change-677 (-100%)

Value$0 (-$21.8K)

Filed 2026-10-20

Bullseye Investment Management, LLC

CLOSED

Shares0 from 282

Change-282 (-100%)

Value$0 (-$9.1K)

Filed 2026-10-29

LifeSteps Financial, Inc.

CLOSED

Shares0 from 210

Change-210 (-100%)

Value$0 (-$6.7K)

Filed 2026-10-15

True Wealth Design, LLC

CLOSED

Shares0 from 195

Change-195 (-100%)

Value$0 (-$6.3K)

Filed 2026-10-13

Gill Capital Partners, LLC

CLOSED

Shares0 from 179

Change-179 (-100%)

Value$0 (-$5.8K)

Filed 2026-10-13

Simplex Trading, LLC

CLOSED

Shares0 from 104

Change-104 (-100%)

Value$0 (-$3.3K)

Filed 2026-11-04

Charles Schwab Investment Management Inc

N/A

Shares— from 23,761,393

Change-23,761,393 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,835,059

Change-2,835,059 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,769,198

Change-1,769,198 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,242,881

Change-1,242,881 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 1,136,736

Change-1,136,736 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,015,884

Change-1,015,884 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,006,549

Change-1,006,549 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 952,348

Change-952,348 (-100%)

Value—

UBS Group AG

N/A

Shares— from 635,354

Change-635,354 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 613,126

Change-613,126 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 583,660

Change-583,660 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 532,574

Change-532,574 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 415,793

Change-415,793 (-100%)

Value—

RiverFront Investment Group, LLC

N/A

Shares— from 392,423

Change-392,423 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 381,715

Change-381,715 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 371,777

Change-371,777 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 348,223

Change-348,223 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 330,212

Change-330,212 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 330,063

Change-330,063 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 297,930

Change-297,930 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 189,021

Change-189,021 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 158,113

Change-158,113 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 150,453

Change-150,453 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 101,610

Change-101,610 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 100,451

Change-100,451 (-100%)

Value—

Larson Financial Group LLC

N/A

Shares— from 99,033

Change-99,033 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 65,661

Change-65,661 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 55,899

Change-55,899 (-100%)

Value—

Shepherd Kaplan Krochuk, LLC

N/A

Shares— from 51,877

Change-51,877 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 41,650

Change-41,650 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 37,391

Change-37,391 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 36,750

Change-36,750 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 35,722

Change-35,722 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,442

Change-33,442 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 32,653

Change-32,653 (-100%)

Value—

FMR LLC

N/A

Shares— from 32,428

Change-32,428 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 31,511

Change-31,511 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 31,457

Change-31,457 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 28,702

Change-28,702 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 27,198

Change-27,198 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 23,900

Change-23,900 (-100%)

Value—

Kavar Capital Partners Group, LLC

N/A

Shares— from 21,026

Change-21,026 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 20,746

Change-20,746 (-100%)

Value—

Austin Wealth Management, LLC

N/A

Shares— from 20,239

Change-20,239 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 15,663

Change-15,663 (-100%)

Value—

Perspective Wealth Advisors LLC

N/A

Shares— from 15,270

Change-15,270 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 14,996

Change-14,996 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 14,238

Change-14,238 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 12,540

Change-12,540 (-100%)

Value—

FDx Advisors, Inc.

N/A

Shares— from 12,369

Change-12,369 (-100%)

Value—

Headland Capital, LLC

N/A

Shares— from 12,090

Change-12,090 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 11,644

Change-11,644 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 10,859

Change-10,859 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 10,622

Change-10,622 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 10,340

Change-10,340 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 9,521

Change-9,521 (-100%)

Value—

Bernicke Wealth Management, Ltd.

N/A

Shares— from 8,667

Change-8,667 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 8,130

Change-8,130 (-100%)

Value—

Betterment LLC

N/A

Shares— from 7,756

Change-7,756 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5,933

Change-5,933 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 5,814

Change-5,814 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 5,746

Change-5,746 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 5,648

Change-5,648 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 5,302

Change-5,302 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,865

Change-3,865 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 2,963

Change-2,963 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 2,756

Change-2,756 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,504

Change-2,504 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 1,667

Change-1,667 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,601

Change-1,601 (-100%)

Value—

Knuff & Co LLC

N/A

Shares— from 1,030

Change-1,030 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 788

Change-788 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 714

Change-714 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 525

Change-525 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 505

Change-505 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 504

Change-504 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 356

Change-356 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 255

Change-255 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 214

Change-214 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 211

Change-211 (-100%)

Value—

US Bancorp \de\

N/A

Shares— from 118

Change-118 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 26

Change-26 (-100%)

Value—

	Status
Wealth Enhancement Advisory Services, LLC	INCREASED	1,557,709	1,424,752	+132,957	+9%	$46.0M	$49.8M	+$3.8M	2026-10-13
Allen Investment Management, LLC	UNCHANGED	596,285	596,285	0	0%	$19.2M	$19.3M	+$137.1K	2026-11-03
Columbus Macro, LLC	INCREASED	404,273	402,360	+1,913	+0%	$12.9M	$13.1M	+$146.4K	2026-10-14
15 Wealth Advisors LLC	NEW	356,786	—	+356,786	—	—	$11.5M	—	2026-10-14
ETF Portfolio Partners, Inc.	INCREASED	303,177	302,668	+509	+0%	$9.7M	$9.8M	+$80.0K	2026-10-22
White Pine Investment Co	INCREASED	246,104	245,428	+676	+0%	$7.9M	$8.0M	+$73.0K	2026-10-15
Assetmark, Inc	DECREASED	193,331	197,077	-3,746	-2%	$6.3M	$6.3M	-$79.8K	2026-10-21
Paller Financial Services Inc	INCREASED	183,434	136,113	+47,321	+35%	$4.4M	$5.9M	+$1.6M	2026-10-13
Tsfg, LLC	DECREASED	148,752	491,833	-343,081	-70%	$15.8M	$4.8M	-$11.0M	2026-10-23
Rose Capital Advisors LLC	NEW	134,328	—	+134,328	—	—	$4.3M	—	2026-11-04
Aprio Wealth Management, LLC	DECREASED	124,667	183,752	-59,085	-32%	$5.9M	$4.0M	-$1.9M	2026-10-28
SWS Partners	DECREASED	123,824	125,266	-1,442	-1%	$4.0M	$4.0M	-$20.3K	2026-10-26
Commonwealth Equity Services, LLC	DECREASED	117,157	125,033	-7,876	-6%	$4.0M	$3.8M	-$228.5K	2026-11-02
Investment Partners, Ltd.	INCREASED	103,610	51,942	+51,668	+99%	$1.7M	$3.4M	+$1.7M	2026-10-29
Regions Financial Corp	INCREASED	100,991	96,818	+4,173	+4%	$3.1M	$3.3M	+$155.3K	2026-11-05
Indivisible Partners	DECREASED	96,985	100,648	-3,663	-4%	$3.2M	$3.1M	-$97.4K	2026-10-26
Dynamic Advisor Solutions LLC	INCREASED	79,158	74,970	+4,188	+6%	$2.4M	$2.6M	+$151.3K	2026-10-13
Creative Planning	INCREASED	64,814	63,914	+900	+1%	$2.1M	$2.1M	+$42.5K	2026-11-02
AlphaCore Capital LLC	UNCHANGED	37,667	37,667	0	0%	$1.2M	$1.2M	+$7.9K	2026-11-04
IFP Advisors, Inc	INCREASED	35,367	34,597	+770	+2%	$1.1M	$1.1M	+$32.2K	2026-10-16
Farther Finance Advisors, LLC	INCREASED	33,918	31,875	+2,043	+6%	$1.0M	$1.1M	+$72.8K	2026-10-08
Orgel Wealth Management, LLC	DECREASED	28,902	29,766	-864	-3%	$956.7K	$935.0K	-$21.7K	2026-10-14
One Way Holdings LLC	UNCHANGED	22,826	22,826	0	0%	$733.6K	$738.4K	+$4.8K	2026-10-29
NorthCrest Asset Manangement, LLC	INCREASED	22,562	19,628	+2,934	+15%	$640.7K	$731.5K	+$90.8K	2026-10-13
Crescent Grove Advisors, LLC	DECREASED	18,043	18,116	-73	0%	$582.2K	$583.7K	+$1.4K	2026-10-21
Wetzel Investment Advisors, Inc.	DECREASED	17,376	17,716	-340	-2%	$569.4K	$562.1K	-$7.3K	2026-10-13
Redw Wealth LLC	INCREASED	15,594	11,070	+4,524	+41%	$355.8K	$504.5K	+$148.7K	2026-11-02
DeLarme Wealth Management, Inc.	INCREASED	14,654	11,481	+3,173	+28%	$369.0K	$474.1K	+$105.1K	2026-10-30
Focused Alpha, LLC	INCREASED	13,583	13,491	+92	+1%	$433.6K	$439.4K	+$5.8K	2026-10-20
Vise Technologies, Inc.	NEW	12,389	—	+12,389	—	—	$400.8K	—	2026-10-29
Robertson Stephens Wealth Management, LLC	UNCHANGED	10,655	10,655	0	0%	$342.5K	$344.7K	+$2.2K	2026-10-16
HB Wealth Management, LLC	UNCHANGED	10,523	10,523	0	0%	$338.2K	$340.4K	+$2.2K	2026-10-23
Entrewealth, LLC	UNCHANGED	10,423	10,423	0	0%	$352.6K	$337.2K	-$15.4K	2026-10-14
Patten Group, Inc.	DECREASED	10,247	10,342	-95	-1%	$332.4K	$331.5K	-$902	2026-10-26
Brighton Jones LLC	INCREASED	9,905	9,837	+68	+1%	$316.2K	$320.4K	+$4.2K	2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	DECREASED	9,309	9,935	-626	-6%	$319.3K	$301.1K	-$18.2K	2026-10-27
Signal Advisors Wealth, LLC	UNCHANGED	8,130	8,130	0	0%	$261.3K	$263.0K	+$1.7K	2026-10-13
Private Wealth Group, LLC	UNCHANGED	7,739	7,739	0	0%	$248.7K	$250.4K	+$1.6K	2026-10-19
Capital Investment Advisors, LLC	UNCHANGED	6,408	6,408	0	0%	$206.0K	$207.3K	+$1.3K	2026-10-22
Sovran Advisors, LLC	DECREASED	6,310	6,661	-351	-5%	$226.2K	$215.4K	-$10.8K	2026-11-02
Brookstone Capital Management	NEW	6,284	—	+6,284	—	—	$203.3K	—	2026-10-22
Lodestone Wealth Management LLC	INCREASED	5,400	5,321	+79	+1%	$171.0K	$174.7K	+$3.7K	2026-10-14
Private Trust Co NA	INCREASED	4,882	4,392	+490	+11%	$141.2K	$157.9K	+$16.8K	2026-10-20
Wealth Enhancement Trust Services, Inc.	UNCHANGED	4,189	4,189	0	0%	$134.6K	$135.5K	+$880	2026-10-07
CGC Financial Services, LLC	UNCHANGED	3,948	3,948	0	0%	$126.9K	$127.7K	+$829	2026-10-13
CoreCap Advisors, LLC	UNCHANGED	1,750	1,750	0	0%	$56.2K	$56.6K	+$368	2026-10-08
North Star Investment Management Corp.	UNCHANGED	1,621	1,621	0	0%	$52.1K	$52.4K	+$340	2026-10-27
Elevation Wealth Partners, LLC	NEW	858	—	+858	—	—	$27.7K	—	2026-10-07
GGM Financial LLC	INCREASED	630	626	+4	+1%	$20.1K	$20.4K	+$270	2026-11-05
Harbor Investment Advisory, LLC	INCREASED	513	151	+362	+240%	$4.9K	$16.6K	+$11.7K	2026-10-13
Financial Perspectives, Inc	UNCHANGED	409	409	0	0%	$13.1K	$13.2K	+$86	2026-11-03
Parallel Advisors, LLC	UNCHANGED	266	266	0	0%	$8.5K	$8.6K	+$56	2026-11-03
Key FInancial Inc	UNCHANGED	143	143	0	0%	$4.6K	$4.6K	+$30	2026-11-02
Silver Grove Financial Group, Inc.	UNCHANGED	91	91	0	0%	$2.9K	$2.9K	+$19	2026-11-05
Root Financial Partners, LLC	NEW	37	—	+37	—	—	$1.2K	—	2026-10-21
Ashton Thomas Private Wealth, LLC	NEW	27	—	+27	—	—	$873	—	2026-11-03
KWB Wealth	CLOSED	0	6,322	-6,322	-100%	$203.2K	$0	-$203.2K	2026-10-16
Robinswood Financial LLC	CLOSED	0	677	-677	-100%	$21.8K	$0	-$21.8K	2026-10-20
Bullseye Investment Management, LLC	CLOSED	0	282	-282	-100%	$9.1K	$0	-$9.1K	2026-10-29
LifeSteps Financial, Inc.	CLOSED	0	210	-210	-100%	$6.7K	$0	-$6.7K	2026-10-15
True Wealth Design, LLC	CLOSED	0	195	-195	-100%	$6.3K	$0	-$6.3K	2026-10-13
Gill Capital Partners, LLC	CLOSED	0	179	-179	-100%	$5.8K	$0	-$5.8K	2026-10-13
Simplex Trading, LLC	CLOSED	0	104	-104	-100%	$3.3K	$0	-$3.3K	2026-11-04
Charles Schwab Investment Management Inc	N/A	—	23,761,393	-23,761,393	-100%	$763.7M	—	—	—
Morgan Stanley	N/A	—	2,835,059	-2,835,059	-100%	$91.1M	—	—	—
Allworth Financial LP	N/A	—	1,769,198	-1,769,198	-100%	$56.9M	—	—	—
Bank of America Corp	N/A	—	1,242,881	-1,242,881	-100%	$39.9M	—	—	—
WCG Wealth Advisors LLC	N/A	—	1,136,736	-1,136,736	-100%	$36.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	1,015,884	-1,015,884	-100%	$32.7M	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,006,549	-1,006,549	-100%	$32.4M	—	—	—
LPL Financial LLC	N/A	—	952,348	-952,348	-100%	$30.6M	—	—	—
UBS Group AG	N/A	—	635,354	-635,354	-100%	$20.4M	—	—	—
Wells Fargo & Company	N/A	—	613,126	-613,126	-100%	$19.7M	—	—	—
Coldstream Capital Management Inc	N/A	—	583,660	-583,660	-100%	$18.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	532,574	-532,574	-100%	$17.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	415,793	-415,793	-100%	$13.4M	—	—	—
RiverFront Investment Group, LLC	N/A	—	392,423	-392,423	-100%	$12.6M	—	—	—
Royal Bank of Canada	N/A	—	381,715	-381,715	-100%	$12.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	371,777	-371,777	-100%	$11.9M	—	—	—
JPMorgan Chase & Co	N/A	—	348,223	-348,223	-100%	$11.3M	—	—	—
Cetera Investment Advisers	N/A	—	330,212	-330,212	-100%	$10.6M	—	—	—
Valmark Advisers, Inc.	N/A	—	330,063	-330,063	-100%	$10.6M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	297,930	-297,930	-100%	$9.6M	—	—	—
Raymond James Financial Inc	N/A	—	189,021	-189,021	-100%	$6.1M	—	—	—
HighTower Advisors, LLC	N/A	—	158,113	-158,113	-100%	$5.1M	—	—	—
Nicolet Bankshares Inc	N/A	—	150,453	-150,453	-100%	$4.8M	—	—	—
Stifel Financial Corp	N/A	—	101,610	-101,610	-100%	$3.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	100,451	-100,451	-100%	$3.2M	—	—	—
Larson Financial Group LLC	N/A	—	99,033	-99,033	-100%	$3.2M	—	—	—
Tradition Wealth Management, LLC	N/A	—	65,661	-65,661	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	55,899	-55,899	-100%	$1.8M	—	—	—
Shepherd Kaplan Krochuk, LLC	N/A	—	51,877	-51,877	-100%	$1.7M	—	—	—
Captrust Financial Advisors	N/A	—	41,650	-41,650	-100%	$1.3M	—	—	—
Mariner, LLC	N/A	—	37,391	-37,391	-100%	$1.2M	—	—	—
Mutual Advisors, LLC	N/A	—	36,750	-36,750	-100%	$1.2M	—	—	—
World Investment Advisors	N/A	—	35,722	-35,722	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	33,442	-33,442	-100%	$1.1M	—	—	—
MAI Capital Management	N/A	—	32,653	-32,653	-100%	$1.0M	—	—	—
FMR LLC	N/A	—	32,428	-32,428	-100%	$1.0M	—	—	—
5T Wealth, LLC	N/A	—	31,511	-31,511	-100%	$1.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	31,457	-31,457	-100%	$1.0M	—	—	—
Fifth Third Bancorp	N/A	—	28,702	-28,702	-100%	$922.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	27,198	-27,198	-100%	$874.1K	—	—	—
Glenmede Trust Co NA	N/A	—	23,900	-23,900	-100%	$768.1K	—	—	—
Kavar Capital Partners Group, LLC	N/A	—	21,026	-21,026	-100%	$675.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	20,746	-20,746	-100%	$666.8K	—	—	—
Austin Wealth Management, LLC	N/A	—	20,239	-20,239	-100%	$673.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	15,663	-15,663	-100%	$503.4K	—	—	—
Perspective Wealth Advisors LLC	N/A	—	15,270	-15,270	-100%	$490.8K	—	—	—
HRT Financial LP	N/A	—	14,996	-14,996	-100%	$481.0K	—	—	—
Focus Partners Wealth	N/A	—	14,238	-14,238	-100%	$457.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	12,540	-12,540	-100%	$403.0K	—	—	—
FDx Advisors, Inc.	N/A	—	12,369	-12,369	-100%	$398.0K	—	—	—
Headland Capital, LLC	N/A	—	12,090	-12,090	-100%	$388.6K	—	—	—
Wealthspire Advisors, LLC	N/A	—	11,644	-11,644	-100%	$374.2K	—	—	—
SEI Investments Co	N/A	—	10,859	-10,859	-100%	$349.0K	—	—	—
Quantinno Capital Management LP	N/A	—	10,622	-10,622	-100%	$341.4K	—	—	—
Essex Financial Services, Inc.	N/A	—	10,340	-10,340	-100%	$332.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	9,521	-9,521	-100%	$306.0K	—	—	—
Bernicke Wealth Management, Ltd.	N/A	—	8,667	-8,667	-100%	$278.6K	—	—	—
Maripau Wealth Management LLC	N/A	—	8,130	-8,130	-100%	$261.3K	—	—	—
Betterment LLC	N/A	—	7,756	-7,756	-100%	$249.0K	—	—	—
Bank of Montreal	N/A	—	5,933	-5,933	-100%	$190.7K	—	—	—
Whittier Trust Co	N/A	—	5,814	-5,814	-100%	$189.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	5,746	-5,746	-100%	$184.7K	—	—	—
EP Wealth Advisors, LLC	N/A	—	5,648	-5,648	-100%	$181.5K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	5,302	-5,302	-100%	$170.4K	—	—	—
BlackRock, Inc.	N/A	—	3,865	-3,865	-100%	$124.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	2,963	-2,963	-100%	$95.2K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	2,756	-2,756	-100%	$88.6K	—	—	—
AE Wealth Management LLC	N/A	—	2,504	-2,504	-100%	$80.5K	—	—	—
IMA Advisory Services, Inc.	N/A	—	1,700	-1,700	-100%	$54.6K	—	—	—
Vanguard Advisers Inc	N/A	—	1,667	-1,667	-100%	$53.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,601	-1,601	-100%	$51.5K	—	—	—
Knuff & Co LLC	N/A	—	1,030	-1,030	-100%	$33.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	788	-788	-100%	$25.3K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	714	-714	-100%	$22.9K	—	—	—
Addison Advisors LLC	N/A	—	525	-525	-100%	$16.9K	—	—	—
LGT Financial Advisors LLC	N/A	—	505	-505	-100%	$16.2K	—	—	—
Cornerstone Financial Management LLC	N/A	—	504	-504	-100%	$16.2K	—	—	—
Synergy Investment Management, LLC	N/A	—	356	-356	-100%	$12.1K	—	—	—
Harbour Investments, Inc.	N/A	—	255	-255	-100%	$8.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	214	-214	-100%	$6.9K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	211	-211	-100%	$1.7M	—	—	—
US Bancorp \de\	N/A	—	118	-118	-100%	$3.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	26	-26	-100%	$836	—	—	—

Showing 146 of 146 institutions