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Flexshares High Yield Value (HYGV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
United Bank
INCREASED
Shares254,313 from 250,116
Change+4,197 (+2%)
Value$9.9M (-$189.6K)
Filed 2026-11-06
Boltwood Capital Management
DECREASED
Shares158,159 from 180,790
Change-22,631 (-13%)
Value$6.1M (-$1.1M)
Filed 2026-10-02
LPL Financial LLC
DECREASED
Shares121,903 from 127,803
Change-5,900 (-5%)
Value$4.7M (-$409.4K)
Filed 2026-11-06
Thrive Capital Management, LLC
INCREASED
Shares110,390 from 107,269
Change+3,121 (+3%)
Value$4.3M (-$30.0K)
Filed 2026-10-28
First United Bank & Trust
DECREASED
Shares109,834 from 111,774
Change-1,940 (-2%)
Value$4.3M (-$233.0K)
Filed 2026-10-22
Park National Corp
INCREASED
Shares79,747 from 78,507
Change+1,240 (+2%)
Value$3.1M (-$62.5K)
Filed 2026-10-05
Ejmk Ventures LLC
INCREASED
Shares54,077 from 49,757
Change+4,320 (+9%)
Value$2.1M (+$97.7K)
Filed 2026-10-21
Jefferies Financial Group Inc.
DECREASED
Shares40,035 from 350,000
Change-309,965 (-89%)
Value$1.6M (-$12.5M)
Filed 2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED
Shares29,099 from 29,154
Change-55 (0%)
Value$1.1M (-$43.2K)
Filed 2026-10-27
Redw Wealth LLC
DECREASED
Shares22,229 from 24,758
Change-2,529 (-10%)
Value$863.6K (-$133.2K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares18,268 from 18,205
Change+63 (+0%)
Value$709.7K (-$23.2K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares16,918 from 16,855
Change+63 (+0%)
Value$657.3K (-$21.3K)
Filed 2026-10-08
Quad-Cities Investment Group, LLC
INCREASED
Shares15,766 from 13,949
Change+1,817 (+13%)
Value$612.5K (+$51.0K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
INCREASED
Shares14,719 from 14,503
Change+216 (+1%)
Value$571.8K (-$12.1K)
Filed 2026-10-15
Herold Advisors, Inc.
INCREASED
Shares10,926 from 10,903
Change+23 (+0%)
Value$424.5K (-$13.5K)
Filed 2026-10-19
Tactive Advisors, LLC
INCREASED
Shares10,804 from 8,569
Change+2,235 (+26%)
Value$419.7K (+$74.7K)
Filed 2026-10-08
Kuhn & Co Investment Counsel
DECREASED
Shares10,470 from 16,456
Change-5,986 (-36%)
Value$406.8K (-$255.8K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
DECREASED
Shares10,463 from 10,488
Change-25 (0%)
Value$406.5K (-$15.8K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares10,290 from 12,802
Change-2,512 (-20%)
Value$399.8K (-$115.6K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,144 from 8,016
Change+2,128 (+27%)
Value$394.0K (+$71.0K)
Filed 2026-11-02
RVW Wealth, LLC
UNCHANGED
Shares8,509 from 8,509
Change0 (0%)
Value$330.6K (-$12.0K)
Filed 2026-10-06
Essex Bank
UNCHANGED
Shares8,431 from 8,431
Change0 (0%)
Value$327.5K (-$11.9K)
Filed 2026-10-16
Rossmore Private Capital
DECREASED
Shares8,050 from 11,850
Change-3,800 (-32%)
Value$312.7K (-$164.3K)
Filed 2026-10-27
Sky Investment Group LLC
NEW
Shares7,970
Change+7,970
Value$309.6K
Filed 2026-10-30
AlphaCentric Advisors LLC
DECREASED
Shares7,483 from 8,201
Change-718 (-9%)
Value$290.7K (-$39.5K)
Filed 2026-11-03
WealthPoint Financial, LLC
DECREASED
Shares7,036 from 7,059
Change-23 (0%)
Value$273.3K (-$10.8K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares6,783 from 9,979
Change-3,196 (-32%)
Value$263.5K (-$138.2K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares6,736 from 6,461
Change+275 (+4%)
Value$261.7K (+$1.5K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares6,720 from 6,720
Change0 (0%)
Value$270.5K ($0)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares6,309 from 6,169
Change+140 (+2%)
Value$245.1K (-$3.3K)
Filed 2026-10-30
Occidental Asset Management, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$233.1K (-$8.5K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
DECREASED
Shares5,457 from 6,369
Change-912 (-14%)
Value$212.0K (-$44.4K)
Filed 2026-11-06
Lewis Asset Management, LLC
INCREASED
Shares5,398 from 5,036
Change+362 (+7%)
Value$209.7K (+$6.9K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares4,205 from 4,163
Change+42 (+1%)
Value$163.4K (-$4.2K)
Filed 2026-10-16
Steph & Co
DECREASED
Shares3,525 from 4,613
Change-1,088 (-24%)
Value$136.9K (-$48.8K)
Filed 2026-10-07
PNC Financial Services Group, Inc.
INCREASED
Shares3,347 from 3,107
Change+240 (+8%)
Value$130.0K (+$4.9K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares2,330 from 2,077
Change+253 (+12%)
Value$90.5K (+$6.9K)
Filed 2026-10-08
KFG LLC
NEW
Shares1,975
Change+1,975
Value$76.7K
Filed 2026-11-02
Grove Bank & Trust
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$22.1K (-$802)
Filed 2026-10-08
First Bancorp, Inc
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$21.0K (-$761)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$20.1K (-$731)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares202 from 201
Change+1 (+1%)
Value$7.8K (-$244)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares142 from 342
Change-200 (-58%)
Value$5.5K (-$8.3K)
Filed 2026-10-08
Caldwell Trust Co
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$5.2K (-$190)
Filed 2026-10-30
Signature Equity Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$159 (-$3)
Filed 2026-10-29
Assetmark, Inc
DECREASED
Shares1 from 3
Change-2 (-67%)
Value$39 (-$82)
Filed 2026-10-21
VestGen Advisors, LLC
CLOSED
Shares0 from 52,113
Change-52,113 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-27
Clear Point Advisors Inc.
CLOSED
Shares0 from 19,086
Change-19,086 (-100%)
Value$0 (-$768.4K)
Filed 2026-10-30
Balentine LLC
CLOSED
Shares0 from 16,232
Change-16,232 (-100%)
Value$0 (-$653.5K)
Filed 2026-11-03
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 9,082
Change-9,082 (-100%)
Value$0 (-$365.6K)
Filed 2026-11-03
Absolute Capital Management, LLC
CLOSED
Shares0 from 5,655
Change-5,655 (-100%)
Value$0 (-$227.7K)
Filed 2026-10-16
Waters Parkerson & Co., LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$201.3K)
Filed 2026-11-04
Cullen T Bankers, Inc.
CLOSED
Shares0 from 2,505
Change-2,505 (-100%)
Value$0 (-$100.9K)
Filed 2026-10-28
Decker Retirement Planning Inc.
CLOSED
Shares0 from 1,231
Change-1,231 (-100%)
Value$0 (-$49.6K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$44.1K)
Filed 2026-11-02
Angeles Wealth Management, LLC
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
DECREASED
Shares0 from 93
Change-93 (-100%)
Value$15 (-$3.7K)
Filed 2026-10-30
Northern Trust Corp
N/A
Shares— from 16,668,771
Change-16,668,771 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 691,820
Change-691,820 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 628,188
Change-628,188 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 480,989
Change-480,989 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 349,826
Change-349,826 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 268,295
Change-268,295 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 200,799
Change-200,799 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 191,495
Change-191,495 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 184,892
Change-184,892 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 127,621
Change-127,621 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 76,590
Change-76,590 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 73,594
Change-73,594 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 62,618
Change-62,618 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 58,170
Change-58,170 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 54,798
Change-54,798 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 54,004
Change-54,004 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 49,746
Change-49,746 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 45,174
Change-45,174 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,680
Change-40,680 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 32,144
Change-32,144 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 29,970
Change-29,970 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 29,609
Change-29,609 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 27,833
Change-27,833 (-100%)
Value—
Blair William & Co
N/A
Shares— from 24,653
Change-24,653 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 24,239
Change-24,239 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,943
Change-18,943 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 13,386
Change-13,386 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 12,546
Change-12,546 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,464
Change-12,464 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 11,246
Change-11,246 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,830
Change-10,830 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,447
Change-9,447 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,821
Change-8,821 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
&partners
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 260
Change-260 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 57
Change-57 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11
Change-11 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
United Bank
INCREASED254,313250,116+4,197+2%$10.1M$9.9M-$189.6K2026-11-06
Boltwood Capital Management
DECREASED158,159180,790-22,631-13%$7.3M$6.1M-$1.1M2026-10-02
LPL Financial LLC
DECREASED121,903127,803-5,900-5%$5.1M$4.7M-$409.4K2026-11-06
Thrive Capital Management, LLC
INCREASED110,390107,269+3,121+3%$4.3M$4.3M-$30.0K2026-10-28
First United Bank & Trust
DECREASED109,834111,774-1,940-2%$4.5M$4.3M-$233.0K2026-10-22
Park National Corp
INCREASED79,74778,507+1,240+2%$3.2M$3.1M-$62.5K2026-10-05
Ejmk Ventures LLC
INCREASED54,07749,757+4,320+9%$2.0M$2.1M+$97.7K2026-10-21
Jefferies Financial Group Inc.
DECREASED40,035350,000-309,965-89%$14.1M$1.6M-$12.5M2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED29,09929,154-550%$1.2M$1.1M-$43.2K2026-10-27
Redw Wealth LLC
DECREASED22,22924,758-2,529-10%$996.8K$863.6K-$133.2K2026-11-02
Atria Investments, Inc
INCREASED18,26818,205+63+0%$732.9K$709.7K-$23.2K2026-10-15
First Heartland Consultants, Inc.
INCREASED16,91816,855+63+0%$678.6K$657.3K-$21.3K2026-10-08
Quad-Cities Investment Group, LLC
INCREASED15,76613,949+1,817+13%$561.6K$612.5K+$51.0K2026-10-16
WealthPlan Investment Management, LLC
INCREASED14,71914,503+216+1%$583.9K$571.8K-$12.1K2026-10-15
Herold Advisors, Inc.
INCREASED10,92610,903+23+0%$438.0K$424.5K-$13.5K2026-10-19
Tactive Advisors, LLC
INCREASED10,8048,569+2,235+26%$345.0K$419.7K+$74.7K2026-10-08
Kuhn & Co Investment Counsel
DECREASED10,47016,456-5,986-36%$662.5K$406.8K-$255.8K2026-10-29
Acorn Wealth Advisors, LLC
DECREASED10,46310,488-250%$422.3K$406.5K-$15.8K2026-10-19
Axxcess Wealth Management, LLC
DECREASED10,29012,802-2,512-20%$515.4K$399.8K-$115.6K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED10,1448,016+2,128+27%$323.0K$394.0K+$71.0K2026-11-02
RVW Wealth, LLC
UNCHANGED8,5098,50900%$342.6K$330.6K-$12.0K2026-10-06
Essex Bank
UNCHANGED8,4318,43100%$339.3K$327.5K-$11.9K2026-10-16
Rossmore Private Capital
DECREASED8,05011,850-3,800-32%$477.1K$312.7K-$164.3K2026-10-27
Sky Investment Group LLC
NEW7,970—+7,970——$309.6K—2026-10-30
AlphaCentric Advisors LLC
DECREASED7,4838,201-718-9%$330.2K$290.7K-$39.5K2026-11-03
WealthPoint Financial, LLC
DECREASED7,0367,059-230%$284.2K$273.3K-$10.8K2026-11-03
Commonwealth Equity Services, LLC
DECREASED6,7839,979-3,196-32%$401.8K$263.5K-$138.2K2026-11-02
Kestra Advisory Services, LLC
INCREASED6,7366,461+275+4%$260.1K$261.7K+$1.5K2026-11-02
Allworth Financial LP
UNCHANGED6,7206,72000%$270.5K$270.5K$02026-11-06
Spire Wealth Management
INCREASED6,3096,169+140+2%$248.4K$245.1K-$3.3K2026-10-30
Occidental Asset Management, LLC
UNCHANGED6,0006,00000%$241.6K$233.1K-$8.5K2026-11-05
Institute for Wealth Management, Llc.
DECREASED5,4576,369-912-14%$256.4K$212.0K-$44.4K2026-11-06
Lewis Asset Management, LLC
INCREASED5,3985,036+362+7%$202.8K$209.7K+$6.9K2026-10-14
IFP Advisors, Inc
INCREASED4,2054,163+42+1%$167.6K$163.4K-$4.2K2026-10-16
Steph & Co
DECREASED3,5254,613-1,088-24%$185.7K$136.9K-$48.8K2026-10-07
PNC Financial Services Group, Inc.
INCREASED3,3473,107+240+8%$125.1K$130.0K+$4.9K2026-11-06
CoreCap Advisors, LLC
INCREASED2,3302,077+253+12%$83.6K$90.5K+$6.9K2026-10-08
KFG LLC
NEW1,975—+1,975——$76.7K—2026-11-02
Grove Bank & Trust
UNCHANGED56956900%$22.9K$22.1K-$8022026-10-08
First Bancorp, Inc
UNCHANGED54054000%$21.7K$21.0K-$7612026-10-26
Triumph Capital Management
UNCHANGED51851800%$20.9K$20.1K-$7312026-10-14
Creative Financial Designs Inc
INCREASED202201+1+1%$8.1K$7.8K-$2442026-11-04
Farther Finance Advisors, LLC
DECREASED142342-200-58%$13.8K$5.5K-$8.3K2026-10-08
Caldwell Trust Co
UNCHANGED13513500%$5.4K$5.2K-$1902026-10-30
Signature Equity Partners, LLC
UNCHANGED4400%$162$159-$32026-10-29
Assetmark, Inc
DECREASED13-2-67%$121$39-$822026-10-21
VestGen Advisors, LLC
CLOSED052,113-52,113-100%$2.1M$0-$2.1M2026-10-27
Clear Point Advisors Inc.
CLOSED019,086-19,086-100%$768.4K$0-$768.4K2026-10-30
Balentine LLC
CLOSED016,232-16,232-100%$653.5K$0-$653.5K2026-11-03
Uhlmann Price Securities, LLC
CLOSED09,082-9,082-100%$365.6K$0-$365.6K2026-11-03
Absolute Capital Management, LLC
CLOSED05,655-5,655-100%$227.7K$0-$227.7K2026-10-16
Waters Parkerson & Co., LLC
CLOSED05,000-5,000-100%$201.3K$0-$201.3K2026-11-04
Cullen T Bankers, Inc.
CLOSED02,505-2,505-100%$100.9K$0-$100.9K2026-10-28
Decker Retirement Planning Inc.
CLOSED01,231-1,231-100%$49.6K$0-$49.6K2026-10-19
International Assets Investment Management, LLC
CLOSED01,100-1,100-100%$44.1K$0-$44.1K2026-11-02
Angeles Wealth Management, LLC
CLOSED0475-475-100%$19.1K$0-$19.1K2026-10-26
Harbor Investment Advisory, LLC
CLOSED0138-138-100%$5.6K$0-$5.6K2026-10-13
Capital Investment Advisory Services, LLC
DECREASED093-93-100%$3.7K$15-$3.7K2026-10-30
Northern Trust Corp
N/A—16,668,771-16,668,771-100%$671.1M———
Envestnet Asset Management Inc
N/A—691,820-691,820-100%$27.9M———
Morgan Stanley
N/A—628,188-628,188-100%$25.3M———
Bank of America Corp
N/A—480,989-480,989-100%$19.4M———
Envestnet Portfolio Solutions, Inc.
N/A—349,826-349,826-100%$14.1M———
MML Investors Services, LLC
N/A—268,295-268,295-100%$10.8M———
Olde Wealth Management, LLC
N/A—200,799-200,799-100%$8.1M———
Spartan Wealth Advisory Services LLC
N/A—191,495-191,495-100%$7.7M———
Pinnacle Financial Partners, Inc.
N/A—184,892-184,892-100%$7.4M———
Horizon Bancorp Inc
N/A—127,621-127,621-100%$5.1M———
TRB Wealth Management, LLC
N/A—76,590-76,590-100%$3.1M———
Impact Partnership Wealth, LLC
N/A—73,594-73,594-100%$3.0M———
Anchor Bay Capital, Inc.
N/A—62,618-62,618-100%$2.5M———
Jane Street Group, LLC
N/A—58,170-58,170-100%$2.3M———
Mount Lucas Management LP
N/A—54,798-54,798-100%$2.2M———
Granite Harbor Advisors, Inc.
N/A—54,004-54,004-100%$2.2M———
VestGen Investment Management
N/A—49,746-49,746-100%$2.0M———
Dogwood Wealth Management LLC
N/A—45,174-45,174-100%$1.8M———
Citadel Advisors LLC
N/A—40,680-40,680-100%$1.6M———
Osaic Holdings, Inc.
N/A—32,144-32,144-100%$1.3M———
Baird Financial Group, Inc.
N/A—29,970-29,970-100%$1.2M———
CreativeOne Wealth, LLC
N/A—29,609-29,609-100%$1.2M———
Cetera Investment Advisers
N/A—27,833-27,833-100%$1.1M———
Blair William & Co
N/A—24,653-24,653-100%$992.5K———
Raymond James Financial Inc
N/A—24,239-24,239-100%$975.9K———
Principal Securities, Inc.
N/A—18,943-18,943-100%$762.6K———
Rothschild Wealth LLC
N/A—15,400-15,400-100%$620.0K———
L & S Advisors Inc
N/A—13,386-13,386-100%$538.9K———
Transcend Capital Advisors, LLC
N/A—12,546-12,546-100%$505.1K———
Stratos Wealth Advisors, LLC
N/A—12,464-12,464-100%$501.8K———
Oakmont Advisory Group, LLC
N/A—11,246-11,246-100%$452.8K———
Regal Investment Advisors LLC
N/A—10,830-10,830-100%$436.0K———
Painted Porch Advisors LLC
N/A—9,500-9,500-100%$382.5K———
Mariner, LLC
N/A—9,447-9,447-100%$380.3K———
Stifel Financial Corp
N/A—8,821-8,821-100%$355.1K———
Keynote Financial Services LLC
N/A—7,840-7,840-100%$315.6K———
BlackRock, Inc.
N/A—7,411-7,411-100%$298.4K———
Advisory Services Network, LLC
N/A—7,344-7,344-100%$295.7K———
World Investment Advisors
N/A—6,925-6,925-100%$278.4K———
&partners
N/A—6,385-6,385-100%$257.0K———
Wealthspire Advisors, LLC
N/A—5,192-5,192-100%$209.0K———
National Bank of Canada
N/A—4,974-4,974-100%$200.3K———
Kerr Financial Planning Corp
N/A—3,720-3,720-100%$149.8K———
Rockefeller Capital Management L.P.
N/A—3,460-3,460-100%$139.3K———
SG Americas Securities, LLC
N/A—3,070-3,070-100%$124.0K———
Bank of Montreal
N/A—2,231-2,231-100%$89.8K———
Harbour Investments, Inc.
N/A—2,171-2,171-100%$87.4K———
Royal Bank of Canada
N/A—1,783-1,783-100%$72.0K———
Ankerstar Wealth, LLC
N/A—690-690-100%$27.8K———
Highland Investment Advisors LLC
N/A—599-599-100%$24.1K———
CVA Family Office, LLC
N/A—366-366-100%$14.7K———
AE Wealth Management LLC
N/A—278-278-100%$11.2K———
Franklin Resources Inc
N/A—260-260-100%$10.5K———
Cambient Family Office, LLC
N/A—247-247-100%$9.9K———
Marquette Associates, Inc.
N/A—145-145-100%$5.8K———
JPMorgan Chase & Co
N/A—57-57-100%$2.3K———
BNP Paribas Financial Markets
N/A—11-11-100%$443———
Wells Fargo & Company
N/A—00—$6———
Showing 116 of 116 institutions