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Franklin International Core (DIVI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Retirement Planning Group, LLC
INCREASED
Shares6,363,692 from 6,100,216
Change+263,476 (+4%)
Value$271.5M (+$10.9M)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares5,043,670 from 5,368,764
Change-325,094 (-6%)
Value$215.2M (-$14.2M)
Filed 2026-11-06
MCF Advisors LLC
DECREASED
Shares802,478 from 808,938
Change-6,460 (-1%)
Value$34.2M (-$858.8K)
Filed 2026-10-28
Baron Wealth Management LLC
INCREASED
Shares757,436 from 748,975
Change+8,461 (+1%)
Value$32.3M (+$316.0K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares683,880 from 641,960
Change+41,920 (+7%)
Value$29.2M (+$1.7M)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares623,044 from 508,257
Change+114,787 (+23%)
Value$26.6M (+$4.9M)
Filed 2026-11-05
TriaGen Wealth Management LLC
INCREASED
Shares618,810 from 610,254
Change+8,556 (+1%)
Value$26.4M (+$328.4K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
DECREASED
Shares455,014 from 596,243
Change-141,229 (-24%)
Value$19.4M (-$6.1M)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares453,054 from 157,947
Change+295,107 (+187%)
Value$19.3M (+$12.6M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares385,819 from 389,743
Change-3,924 (-1%)
Value$16.5M (-$190.8K)
Filed 2026-11-06
LMG Wealth Partners, LLC
INCREASED
Shares275,710 from 271,790
Change+3,920 (+1%)
Value$11.8M (+$150.9K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares235,922 from 241,190
Change-5,268 (-2%)
Value$10.1M (-$239.2K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares221,304 from 292,855
Change-71,551 (-24%)
Value$9.4M (-$3.1M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares215,396 from 208,293
Change+7,103 (+3%)
Value$9.2M (+$290.5K)
Filed 2026-11-02
First Hawaiian Bank
INCREASED
Shares191,891 from 186,865
Change+5,026 (+3%)
Value$8.2M (+$203.2K)
Filed 2026-10-14
Joseph Group Capital Management
INCREASED
Shares174,424 from 173,555
Change+869 (+1%)
Value$7.4M (+$26.7K)
Filed 2026-11-04
Mirador Capital Partners LP
INCREASED
Shares161,944 from 156,800
Change+5,144 (+3%)
Value$6.9M (+$210.0K)
Filed 2026-10-09
Ridgeline Wealth Planning, LLC
INCREASED
Shares138,881 from 136,735
Change+2,146 (+2%)
Value$5.9M (+$83.4K)
Filed 2026-10-29
Midwest Financial Group LLC
INCREASED
Shares133,463 from 109,924
Change+23,539 (+21%)
Value$5.7M (+$997.6K)
Filed 2026-10-15
Vise Technologies, Inc.
DECREASED
Shares117,802 from 118,704
Change-902 (-1%)
Value$5.0M (-$45.6K)
Filed 2026-10-29
Powers Advisory Group, LLC
INCREASED
Shares117,240 from 99,984
Change+17,256 (+17%)
Value$5.0M (+$730.1K)
Filed 2026-10-14
Defined Wealth Management, LLC
INCREASED
Shares117,106 from 116,835
Change+271 (+0%)
Value$5.0M (+$4.5K)
Filed 2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED
Shares112,433 from 53,747
Change+58,686 (+109%)
Value$4.8M (+$2.5M)
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares98,204 from 93,058
Change+5,146 (+6%)
Value$4.2M (+$214.0K)
Filed 2026-11-04
HBW Advisory Services LLC
INCREASED
Shares96,735 from 94,753
Change+1,982 (+2%)
Value$4.1M (+$78.9K)
Filed 2026-10-15
Capital Investment Counsel, LLC
INCREASED
Shares82,277 from 81,816
Change+461 (+1%)
Value$3.5M (+$14.8K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares64,017 from 60,601
Change+3,416 (+6%)
Value$2.7M (+$142.1K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares58,424 from 55,752
Change+2,672 (+5%)
Value$2.5M (+$110.7K)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares52,009 from 55,466
Change-3,457 (-6%)
Value$2.2M (-$165.9K)
Filed 2026-11-04
First Bank & Trust
INCREASED
Shares48,847 from 41,254
Change+7,593 (+18%)
Value$2.1M (+$321.4K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares47,269 from 42,988
Change+4,281 (+10%)
Value$2.0M (+$180.0K)
Filed 2026-10-28
Lane Brothers & Co Inc
DECREASED
Shares46,092 from 53,708
Change-7,616 (-14%)
Value$2.0M (-$328.1K)
Filed 2026-11-02
Absolute Capital Management, LLC
UNCHANGED
Shares45,000 from 45,000
Change0 (0%)
Value$1.9M (-$2.7K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares43,085 from 42,632
Change+453 (+1%)
Value$1.8M (+$16.8K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares42,129 from 35,683
Change+6,446 (+18%)
Value$1.8M (+$272.8K)
Filed 2026-11-04
Kelly Financial Services LLC
DECREASED
Shares39,797 from 44,422
Change-4,625 (-10%)
Value$1.7M (-$199.9K)
Filed 2026-10-20
Southland Equity Partners LLC
DECREASED
Shares39,526 from 39,565
Change-39 (0%)
Value$1.7M (-$4.0K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares36,310 from 31,853
Change+4,457 (+14%)
Value$1.5M (+$188.2K)
Filed 2026-10-21
OxenFree Capital LLC
INCREASED
Shares35,128 from 34,169
Change+959 (+3%)
Value$1.5M (+$41.7K)
Filed 2026-10-07
Forza Wealth Management, LLC
INCREASED
Shares35,000 from 12,900
Change+22,100 (+171%)
Value$1.5M (+$942.0K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares34,241 from 33,131
Change+1,110 (+3%)
Value$1.5M (+$45.4K)
Filed 2026-11-05
Prota Financial, LLC
DECREASED
Shares33,416 from 34,732
Change-1,316 (-4%)
Value$1.4M (-$62.7K)
Filed 2026-10-08
Fortitude Financial, LLC
NEW
Shares29,427
Change+29,427
Value$1.3M
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares23,718 from 19,421
Change+4,297 (+22%)
Value$1.0M (+$182.2K)
Filed 2026-11-05
Oasis Advisors, LLC
NEW
Shares23,682
Change+23,682
Value$1.0M
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares23,457 from 21,876
Change+1,581 (+7%)
Value$1.0M (+$51.6K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares21,965 from 17,820
Change+4,145 (+23%)
Value$937.0K (+$175.7K)
Filed 2026-10-30
Professional Financial Advisors, LLC
INCREASED
Shares21,431 from 18,946
Change+2,485 (+13%)
Value$914.2K (+$104.9K)
Filed 2026-10-13
Iron Financial LLC
INCREASED
Shares20,917 from 20,681
Change+236 (+1%)
Value$892.3K (+$8.8K)
Filed 2026-10-23
Advisor OS, LLC
NEW
Shares20,661
Change+20,661
Value$881.4K
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares20,457 from 20,180
Change+277 (+1%)
Value$872.7K (+$10.6K)
Filed 2026-10-08
MGO One Seven LLC
NEW
Shares19,926
Change+19,926
Value$850.0K
Filed 2026-10-28
Avantax Planning Partners, Inc.
INCREASED
Shares19,388 from 18,997
Change+391 (+2%)
Value$827.1K (+$15.5K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares17,983 from 21,418
Change-3,435 (-16%)
Value$767.2K (-$149.4K)
Filed 2026-10-23
Goldstein Advisors, LLC
DECREASED
Shares17,516 from 17,541
Change-25 (0%)
Value$747.2K (-$2.1K)
Filed 2026-10-15
Cap Partners, LLC
INCREASED
Shares16,938 from 16,799
Change+139 (+1%)
Value$722.6K (+$4.9K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares16,888 from 19,152
Change-2,264 (-12%)
Value$720.4K (-$97.7K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
DECREASED
Shares16,710 from 17,557
Change-847 (-5%)
Value$712.9K (-$37.2K)
Filed 2026-10-16
Moors & Cabot, Inc.
DECREASED
Shares16,250 from 22,070
Change-5,820 (-26%)
Value$693.2K (-$249.6K)
Filed 2026-11-06
Royal Fund Management, LLC
INCREASED
Shares14,818 from 14,649
Change+169 (+1%)
Value$632.1K (+$6.3K)
Filed 2026-10-22
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares14,246 from 14,247
Change-1 (0%)
Value$607.7K (-$931)
Filed 2026-10-09
Wedmont Private Capital
UNCHANGED
Shares14,021 from 14,021
Change0 (0%)
Value$590.6K (-$10.8K)
Filed 2026-10-09
Meridian Financial Advisors, LLC
INCREASED
Shares13,955 from 13,540
Change+415 (+3%)
Value$595.3K (+$16.9K)
Filed 2026-10-14
Argyle Capital Partners, LLC
INCREASED
Shares13,150 from 9,096
Change+4,054 (+45%)
Value$561.0K (+$172.4K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares12,801 from 9,027
Change+3,774 (+42%)
Value$546.1K (+$160.5K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares11,094 from 10,416
Change+678 (+7%)
Value$473.3K (+$28.3K)
Filed 2026-11-04
Herold Advisors, Inc.
DECREASED
Shares11,092 from 11,191
Change-99 (-1%)
Value$473.2K (-$4.8K)
Filed 2026-10-19
apricus wealth, LLC
INCREASED
Shares10,670 from 9,556
Change+1,114 (+12%)
Value$455.2K (+$47.0K)
Filed 2026-10-26
HB Wealth Management, LLC
NEW
Shares10,292
Change+10,292
Value$439.1K
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares10,185 from 6,444
Change+3,741 (+58%)
Value$434.5K (+$159.2K)
Filed 2026-10-22
Creative Planning
NEW
Shares9,833
Change+9,833
Value$419.5K
Filed 2026-11-02
First Command Advisory Services, Inc.
UNCHANGED
Shares9,645 from 9,645
Change0 (0%)
Value$411.5K (-$7.0K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares8,917 from 9,316
Change-399 (-4%)
Value$380 (-$18)
Filed 2026-10-02
Novem Group
DECREASED
Shares8,809 from 24,917
Change-16,108 (-65%)
Value$375.8K (-$688.7K)
Filed 2026-10-19
Prosperity Financial Group, Inc.
INCREASED
Shares8,576 from 7,476
Change+1,100 (+15%)
Value$365.9K (+$46.5K)
Filed 2026-10-29
Burns Matteson Capital Management, LLC
INCREASED
Shares8,340 from 8,302
Change+38 (+0%)
Value$355.8K (+$1.1K)
Filed 2026-10-16
Lantern Wealth Advisors, LLC
INCREASED
Shares6,442 from 6,392
Change+50 (+1%)
Value$274.8K (+$1.8K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares6,357 from 5,783
Change+574 (+10%)
Value$271.2K (+$24.1K)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares6,299 from 6,210
Change+89 (+1%)
Value$268.7K (+$3.4K)
Filed 2026-11-05
Ridgecrest Wealth Partners, LLC
NEW
Shares6,150
Change+6,150
Value$262.4K
Filed 2026-10-19
Advisory Solutions Group, LLC
NEW
Shares6,000
Change+6,000
Value$256.0K
Filed 2026-10-14
Apollon Wealth Management, LLC
DECREASED
Shares5,821 from 5,966
Change-145 (-2%)
Value$248.3K (-$6.6K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares5,600 from 5,596
Change+4 (+0%)
Value$238.9K (-$164)
Filed 2026-10-21
Merit Financial Group, LLC
NEW
Shares5,059
Change+5,059
Value$215.8K
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares5,022 from 3,735
Change+1,287 (+34%)
Value$214.2K (+$54.7K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares3,123
Change+3,123
Value$133.2K
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares2,690 from 2,690
Change0 (0%)
Value$114.9K ($0)
Filed 2026-11-06
Signature Equity Partners, LLC
INCREASED
Shares2,685 from 354
Change+2,331 (+658%)
Value$114.6K (+$99.4K)
Filed 2026-10-29
Hartford Financial Management Inc.
INCREASED
Shares1,837 from 1,834
Change+3 (+0%)
Value$78.4K (+$23)
Filed 2026-10-21
Knuff & Co LLC
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$60.9K (-$86)
Filed 2026-11-06
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$56.1K (-$79)
Filed 2026-10-13
CoreCap Advisors, LLC
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$42.2K (-$59)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares855 from 945
Change-90 (-10%)
Value$36.5K (-$3.9K)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares832
Change+832
Value$35.5K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares656 from 354
Change+302 (+85%)
Value$28.0K (+$12.9K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
INCREASED
Shares636 from 465
Change+171 (+37%)
Value$27.1K (+$7.3K)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$26.8K (-$38)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$20.0K (-$29)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$16.2K (-$23)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares350 from 59
Change+291 (+493%)
Value$14.9K (+$12.4K)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$11.5K (-$16)
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$10.7K (-$15)
Filed 2026-10-15
Winch Advisory Services, LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$10.5K (-$15)
Filed 2026-11-06
Lodestone Wealth Management LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$8.1K (-$11)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares126 from 123
Change+3 (+2%)
Value$5.4K (+$101)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares70 from 770
Change-700 (-91%)
Value$3.0K (-$29.9K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
NEW
Shares56
Change+56
Value$2.4K
Filed 2026-10-16
Cullen T Bankers, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.3K (+$8)
Filed 2026-10-28
StoneX Group Inc.
CLOSED
Shares0 from 6,221
Change-6,221 (-100%)
Value$0 (-$268.3K)
Filed 2026-11-03
Nfsg Corp
CLOSED
Shares0 from 5,195
Change-5,195 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-15
Blackston Financial Advisory Group, LLC
CLOSED
Shares0 from 4,949
Change-4,949 (-100%)
Value$0 (-$211.4K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,010
Change-3,010 (-100%)
Value$0 (-$128.6K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,077
Change-1,077 (-100%)
Value$0 (-$46.0K)
Filed 2026-11-06
Brooklyn FI, LLC
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$16.8K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 228
Change-228 (-100%)
Value$0 (-$9.7K)
Filed 2026-11-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 2,725,704
Change-2,725,704 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,619,997
Change-1,619,997 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,609,833
Change-1,609,833 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 957,291
Change-957,291 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 944,961
Change-944,961 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 876,397
Change-876,397 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 860,443
Change-860,443 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 812,033
Change-812,033 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 756,101
Change-756,101 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 491,712
Change-491,712 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 435,715
Change-435,715 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 414,857
Change-414,857 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 378,323
Change-378,323 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 357,350
Change-357,350 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 318,793
Change-318,793 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 290,417
Change-290,417 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 284,038
Change-284,038 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 273,180
Change-273,180 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 227,460
Change-227,460 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 213,232
Change-213,232 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 202,440
Change-202,440 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 196,385
Change-196,385 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 181,281
Change-181,281 (-100%)
Value—
&partners
N/A
Shares— from 175,627
Change-175,627 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 170,042
Change-170,042 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 136,030
Change-136,030 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 134,473
Change-134,473 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 132,173
Change-132,173 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 130,864
Change-130,864 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 122,443
Change-122,443 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 119,398
Change-119,398 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 118,852
Change-118,852 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 117,400
Change-117,400 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 112,613
Change-112,613 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 109,897
Change-109,897 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 95,223
Change-95,223 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 88,019
Change-88,019 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 65,615
Change-65,615 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 52,290
Change-52,290 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 50,621
Change-50,621 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 45,172
Change-45,172 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 41,467
Change-41,467 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 39,410
Change-39,410 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 36,914
Change-36,914 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 31,700
Change-31,700 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 27,655
Change-27,655 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,473
Change-26,473 (-100%)
Value—
Betterment LLC
N/A
Shares— from 23,102
Change-23,102 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 22,951
Change-22,951 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,539
Change-21,539 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,321
Change-21,321 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 20,950
Change-20,950 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 19,836
Change-19,836 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 19,522
Change-19,522 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 18,274
Change-18,274 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 17,267
Change-17,267 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 16,233
Change-16,233 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 14,890
Change-14,890 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 14,503
Change-14,503 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,860
Change-12,860 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,548
Change-12,548 (-100%)
Value—
Commerce Bank
N/A
Shares— from 12,048
Change-12,048 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,505
Change-11,505 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 10,139
Change-10,139 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,854
Change-9,854 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,243
Change-9,243 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,179
Change-9,179 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 9,161
Change-9,161 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 7,594
Change-7,594 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,113
Change-7,113 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,847
Change-6,847 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 841
Change-841 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 715
Change-715 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 525
Change-525 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 67
Change-67 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 0
Change0
Value—
Status
Retirement Planning Group, LLC
INCREASED6,363,6926,100,216+263,476+4%$260.6M$271.5M+$10.9M2026-10-19
LPL Financial LLC
DECREASED5,043,6705,368,764-325,094-6%$229.4M$215.2M-$14.2M2026-11-06
MCF Advisors LLC
DECREASED802,478808,938-6,460-1%$35.1M$34.2M-$858.8K2026-10-28
Baron Wealth Management LLC
INCREASED757,436748,975+8,461+1%$32.0M$32.3M+$316.0K2026-10-27
Koshinski Asset Management, Inc.
INCREASED683,880641,960+41,920+7%$27.4M$29.2M+$1.7M2026-10-29
Bank of New York Mellon Corp
INCREASED623,044508,257+114,787+23%$21.7M$26.6M+$4.9M2026-11-05
TriaGen Wealth Management LLC
INCREASED618,810610,254+8,556+1%$26.1M$26.4M+$328.4K2026-10-14
Flagship Harbor Advisors, LLC
DECREASED455,014596,243-141,229-24%$25.5M$19.4M-$6.1M2026-10-26
RFG Advisory, LLC
INCREASED453,054157,947+295,107+187%$6.7M$19.3M+$12.6M2026-11-03
Kestra Private Wealth Services, LLC
DECREASED385,819389,743-3,924-1%$16.6M$16.5M-$190.8K2026-11-06
LMG Wealth Partners, LLC
INCREASED275,710271,790+3,920+1%$11.6M$11.8M+$150.9K2026-11-05
Kestra Advisory Services, LLC
DECREASED235,922241,190-5,268-2%$10.3M$10.1M-$239.2K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED221,304292,855-71,551-24%$12.5M$9.4M-$3.1M2026-11-02
Commonwealth Equity Services, LLC
INCREASED215,396208,293+7,103+3%$8.9M$9.2M+$290.5K2026-11-02
First Hawaiian Bank
INCREASED191,891186,865+5,026+3%$8.0M$8.2M+$203.2K2026-10-14
Joseph Group Capital Management
INCREASED174,424173,555+869+1%$7.4M$7.4M+$26.7K2026-11-04
Mirador Capital Partners LP
INCREASED161,944156,800+5,144+3%$6.7M$6.9M+$210.0K2026-10-09
Ridgeline Wealth Planning, LLC
INCREASED138,881136,735+2,146+2%$5.8M$5.9M+$83.4K2026-10-29
Midwest Financial Group LLC
INCREASED133,463109,924+23,539+21%$4.7M$5.7M+$997.6K2026-10-15
Vise Technologies, Inc.
DECREASED117,802118,704-902-1%$5.1M$5.0M-$45.6K2026-10-29
Powers Advisory Group, LLC
INCREASED117,24099,984+17,256+17%$4.3M$5.0M+$730.1K2026-10-14
Defined Wealth Management, LLC
INCREASED117,106116,835+271+0%$5.0M$5.0M+$4.5K2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED112,43353,747+58,686+109%$2.3M$4.8M+$2.5M2026-11-03
Visionary Wealth Advisors
INCREASED98,20493,058+5,146+6%$4.0M$4.2M+$214.0K2026-11-04
HBW Advisory Services LLC
INCREASED96,73594,753+1,982+2%$4.0M$4.1M+$78.9K2026-10-15
Capital Investment Counsel, LLC
INCREASED82,27781,816+461+1%$3.5M$3.5M+$14.8K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED64,01760,601+3,416+6%$2.6M$2.7M+$142.1K2026-10-13
Sowell Financial Services LLC
INCREASED58,42455,752+2,672+5%$2.4M$2.5M+$110.7K2026-10-23
Prospera Financial Services Inc
DECREASED52,00955,466-3,457-6%$2.4M$2.2M-$165.9K2026-11-04
First Bank & Trust
INCREASED48,84741,254+7,593+18%$1.8M$2.1M+$321.4K2026-10-19
D.A. Davidson & Co.
INCREASED47,26942,988+4,281+10%$1.8M$2.0M+$180.0K2026-10-28
Lane Brothers & Co Inc
DECREASED46,09253,708-7,616-14%$2.3M$2.0M-$328.1K2026-11-02
Absolute Capital Management, LLC
UNCHANGED45,00045,00000%$1.9M$1.9M-$2.7K2026-10-16
Oppenheimer & Co Inc
INCREASED43,08542,632+453+1%$1.8M$1.8M+$16.8K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED42,12935,683+6,446+18%$1.5M$1.8M+$272.8K2026-11-04
Kelly Financial Services LLC
DECREASED39,79744,422-4,625-10%$1.9M$1.7M-$199.9K2026-10-20
Southland Equity Partners LLC
DECREASED39,52639,565-390%$1.7M$1.7M-$4.0K2026-10-14
Silverlake Wealth Management LLC
INCREASED36,31031,853+4,457+14%$1.4M$1.5M+$188.2K2026-10-21
OxenFree Capital LLC
INCREASED35,12834,169+959+3%$1.5M$1.5M+$41.7K2026-10-07
Forza Wealth Management, LLC
INCREASED35,00012,900+22,100+171%$551.1K$1.5M+$942.0K2026-10-20
Meridian Wealth Management, LLC
INCREASED34,24133,131+1,110+3%$1.4M$1.5M+$45.4K2026-11-05
Prota Financial, LLC
DECREASED33,41634,732-1,316-4%$1.5M$1.4M-$62.7K2026-10-08
Fortitude Financial, LLC
NEW29,427—+29,427——$1.3M—2026-10-19
J.W. Cole Advisors, Inc.
INCREASED23,71819,421+4,297+22%$829.7K$1.0M+$182.2K2026-11-05
Oasis Advisors, LLC
NEW23,682—+23,682——$1.0M—2026-10-16
Lido Advisors, LLC
INCREASED23,45721,876+1,581+7%$949.1K$1.0M+$51.6K2026-11-04
Truist Financial Corp
INCREASED21,96517,820+4,145+23%$761.3K$937.0K+$175.7K2026-10-30
Professional Financial Advisors, LLC
INCREASED21,43118,946+2,485+13%$809.4K$914.2K+$104.9K2026-10-13
Iron Financial LLC
INCREASED20,91720,681+236+1%$883.5K$892.3K+$8.8K2026-10-23
Advisor OS, LLC
NEW20,661—+20,661——$881.4K—2026-11-03
Titleist Asset Management, LLC
INCREASED20,45720,180+277+1%$862.1K$872.7K+$10.6K2026-10-08
MGO One Seven LLC
NEW19,926—+19,926——$850.0K—2026-10-28
Avantax Planning Partners, Inc.
INCREASED19,38818,997+391+2%$811.6K$827.1K+$15.5K2026-11-03
Sigma Planning Corp
DECREASED17,98321,418-3,435-16%$916.5K$767.2K-$149.4K2026-10-23
Goldstein Advisors, LLC
DECREASED17,51617,541-250%$749.4K$747.2K-$2.1K2026-10-15
Cap Partners, LLC
INCREASED16,93816,799+139+1%$717.7K$722.6K+$4.9K2026-10-19
Atria Investments, Inc
DECREASED16,88819,152-2,264-12%$818.2K$720.4K-$97.7K2026-10-15
Concurrent Investment Advisors, LLC
DECREASED16,71017,557-847-5%$750.0K$712.9K-$37.2K2026-10-16
Moors & Cabot, Inc.
DECREASED16,25022,070-5,820-26%$942.8K$693.2K-$249.6K2026-11-06
Royal Fund Management, LLC
INCREASED14,81814,649+169+1%$625.8K$632.1K+$6.3K2026-10-22
Whitaker-Myers Wealth Managers, Ltd.
DECREASED14,24614,247-10%$608.6K$607.7K-$9312026-10-09
Wedmont Private Capital
UNCHANGED14,02114,02100%$601.4K$590.6K-$10.8K2026-10-09
Meridian Financial Advisors, LLC
INCREASED13,95513,540+415+3%$578.4K$595.3K+$16.9K2026-10-14
Argyle Capital Partners, LLC
INCREASED13,1509,096+4,054+45%$388.6K$561.0K+$172.4K2026-10-23
Independent Financial Group, LLC
INCREASED12,8019,027+3,774+42%$385.7K$546.1K+$160.5K2026-10-13
Creative Financial Designs Inc
INCREASED11,09410,416+678+7%$445.0K$473.3K+$28.3K2026-11-04
Herold Advisors, Inc.
DECREASED11,09211,191-99-1%$478.0K$473.2K-$4.8K2026-10-19
apricus wealth, LLC
INCREASED10,6709,556+1,114+12%$408.2K$455.2K+$47.0K2026-10-26
HB Wealth Management, LLC
NEW10,292—+10,292——$439.1K—2026-10-23
Perigon Wealth Management, LLC
INCREASED10,1856,444+3,741+58%$275.3K$434.5K+$159.2K2026-10-22
Creative Planning
NEW9,833—+9,833——$419.5K—2026-11-02
First Command Advisory Services, Inc.
UNCHANGED9,6459,64500%$418.4K$411.5K-$7.0K2026-11-05
CX Institutional
DECREASED8,9179,316-399-4%$398$380-$182026-10-02
Novem Group
DECREASED8,80924,917-16,108-65%$1.1M$375.8K-$688.7K2026-10-19
Prosperity Financial Group, Inc.
INCREASED8,5767,476+1,100+15%$319.4K$365.9K+$46.5K2026-10-29
Burns Matteson Capital Management, LLC
INCREASED8,3408,302+38+0%$354.6K$355.8K+$1.1K2026-10-16
Lantern Wealth Advisors, LLC
INCREASED6,4426,392+50+1%$273.0K$274.8K+$1.8K2026-10-22
IFP Advisors, Inc
INCREASED6,3575,783+574+10%$247.1K$271.2K+$24.1K2026-10-16
Moneco Advisors, LLC
INCREASED6,2996,210+89+1%$265.3K$268.7K+$3.4K2026-11-05
Ridgecrest Wealth Partners, LLC
NEW6,150—+6,150——$262.4K—2026-10-19
Advisory Solutions Group, LLC
NEW6,000—+6,000——$256.0K—2026-10-14
Apollon Wealth Management, LLC
DECREASED5,8215,966-145-2%$254.9K$248.3K-$6.6K2026-10-23
Wealthcare Advisory Partners LLC
INCREASED5,6005,596+4+0%$239.1K$238.9K-$1642026-10-21
Merit Financial Group, LLC
NEW5,059—+5,059——$215.8K—2026-11-06
Private Trust Co NA
INCREASED5,0223,735+1,287+34%$159.6K$214.2K+$54.7K2026-10-20
Root Financial Partners, LLC
NEW3,123—+3,123——$133.2K—2026-10-21
Allworth Financial LP
UNCHANGED2,6902,69000%$114.9K$114.9K$02026-11-06
Signature Equity Partners, LLC
INCREASED2,685354+2,331+658%$15.1K$114.6K+$99.4K2026-10-29
Hartford Financial Management Inc.
INCREASED1,8371,834+3+0%$78.3K$78.4K+$232026-10-21
Knuff & Co LLC
UNCHANGED1,4281,42800%$61.0K$60.9K-$862026-11-06
Cape Investment Advisory, Inc.
UNCHANGED1,3161,31600%$56.2K$56.1K-$792026-10-13
CoreCap Advisors, LLC
UNCHANGED98998900%$42.3K$42.2K-$592026-10-08
Assetmark, Inc
DECREASED855945-90-10%$40.4K$36.5K-$3.9K2026-10-21
Latitude Advisors, LLC
NEW832—+832——$35.5K—2026-10-27
Silver Grove Financial Group, Inc.
INCREASED656354+302+85%$15.1K$28.0K+$12.9K2026-11-05
Pinnacle Bancorp, Inc.
INCREASED636465+171+37%$19.9K$27.1K+$7.3K2026-10-21
Farther Finance Advisors, LLC
UNCHANGED62862800%$26.8K$26.8K-$382026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED46946900%$20.0K$20.0K-$292026-10-26
Sage Mountain Advisors LLC
UNCHANGED37937900%$16.2K$16.2K-$232026-11-02
Citigroup Inc
INCREASED35059+291+493%$2.5K$14.9K+$12.4K2026-11-04
Sunrise Financial Services, LLC
UNCHANGED27027000%$11.5K$11.5K-$162026-10-21
Blue Trust, Inc.
UNCHANGED25025000%$10.7K$10.7K-$152026-10-15
Winch Advisory Services, LLC
UNCHANGED24624600%$10.5K$10.5K-$152026-11-06
Lodestone Wealth Management LLC
UNCHANGED18918900%$8.1K$8.1K-$112026-10-14
Parallel Advisors, LLC
INCREASED126123+3+2%$5.3K$5.4K+$1012026-11-03
Capital Investment Advisory Services, LLC
DECREASED70770-700-91%$32.9K$3.0K-$29.9K2026-10-30
Brown, Lisle Ings, Inc.
NEW56—+56——$2.4K—2026-10-16
Cullen T Bankers, Inc.
UNCHANGED545400%$2.3K$2.3K+$82026-10-28
StoneX Group Inc.
CLOSED06,221-6,221-100%$268.3K$0-$268.3K2026-11-03
Nfsg Corp
CLOSED05,195-5,195-100%$221.9K$0-$221.9K2026-10-15
Blackston Financial Advisory Group, LLC
CLOSED04,949-4,949-100%$211.4K$0-$211.4K2026-11-04
AdvisorNet Financial, Inc
CLOSED03,010-3,010-100%$128.6K$0-$128.6K2026-10-15
Institute for Wealth Management, Llc.
CLOSED01,077-1,077-100%$46.0K$0-$46.0K2026-11-06
Brooklyn FI, LLC
CLOSED0389-389-100%$16.8K$0-$16.8K2026-11-05
PNC Financial Services Group, Inc.
CLOSED0228-228-100%$9.7K$0-$9.7K2026-11-06
Evolution Advisers, Inc.
CLOSED02-2-100%$0$0$02026-11-06
Bank of America Corp
N/A—2,725,704-2,725,704-100%$116.4M———
Capital Analysts, LLC
N/A—1,619,997-1,619,997-100%$69.2M———
Raymond James Financial Inc
N/A—1,609,833-1,609,833-100%$68.8M———
Sanctuary Advisors, LLC
N/A—957,291-957,291-100%$40.9M———
Northwestern Mutual Wealth Management Co
N/A—944,961-944,961-100%$40.4M———
NewEdge Advisors, LLC
N/A—876,397-876,397-100%$37.4M———
Legacy Financial Advisors, Inc.
N/A—860,443-860,443-100%$36.8M———
Cetera Investment Advisers
N/A—812,033-812,033-100%$34.7M———
Envestnet Asset Management Inc
N/A—756,101-756,101-100%$32.3M———
Harbour Investments, Inc.
N/A—491,712-491,712-100%$21.0M———
Franklin Resources Inc
N/A—435,715-435,715-100%$18.6M———
AllGen Financial Advisors, Inc.
N/A—414,857-414,857-100%$17.7M———
Stifel Financial Corp
N/A—378,323-378,323-100%$16.2M———
Vickerman Investment Advisors, Inc.
N/A—357,350-357,350-100%$15.3M———
Jones Financial Companies Lllp
N/A—318,793-318,793-100%$13.5M———
Equitable Holdings, Inc.
N/A—290,417-290,417-100%$12.4M———
Janney Montgomery Scott LLC
N/A—284,038-284,038-100%$12.1M———
Mariner, LLC
N/A—273,180-273,180-100%$11.7M———
Ameriprise Financial Inc
N/A—227,460-227,460-100%$9.7M———
JPMorgan Chase & Co
N/A—213,232-213,232-100%$9.1M———
Integrated Wealth Concepts LLC
N/A—202,440-202,440-100%$8.6M———
Jane Street Group, LLC
N/A—200,000-200,000-100%$8.5M———
Prepared Retirement Institute LLC
N/A—196,385-196,385-100%$8.4M———
Osaic Holdings, Inc.
N/A—181,281-181,281-100%$7.7M———
&partners
N/A—175,627-175,627-100%$7.5M———
Flow Traders U.S. LLC
N/A—170,042-170,042-100%$7.3M———
Cary Street Partners Financial LLC
N/A—136,030-136,030-100%$5.8M———
Steward Partners Investment Advisory, LLC
N/A—134,473-134,473-100%$5.7M———
Great Valley Advisor Group, Inc.
N/A—132,173-132,173-100%$5.6M———
Thoroughbred Financial Services, LLC
N/A—130,864-130,864-100%$5.6M———
Sequent Planning LLC
N/A—122,443-122,443-100%$5.2M———
Castle Wealth Management LLC
N/A—119,398-119,398-100%$5.1M———
MML Investors Services, LLC
N/A—118,852-118,852-100%$5.1M———
Prostatis Group LLC
N/A—117,400-117,400-100%$5.0M———
Owen LaRue, LLC
N/A—112,613-112,613-100%$4.8M———
Private Advisor Group, LLC
N/A—109,897-109,897-100%$4.7M———
Smartleaf Asset Management LLC
N/A—95,223-95,223-100%$4.1M———
CreativeOne Wealth, LLC
N/A—88,019-88,019-100%$3.8M———
Keating Financial Advisory Services, Inc.
N/A—65,615-65,615-100%$2.8M———
Wells Fargo & Company
N/A—52,290-52,290-100%$2.2M———
AQR Capital Management LLC
N/A—50,621-50,621-100%$2.2M———
Entelevest, LLC
N/A—45,172-45,172-100%$1.9M———
Slagle Financial, LLC
N/A—41,467-41,467-100%$1.8M———
IHT Wealth Management, LLC
N/A—39,410-39,410-100%$1.7M———
Orion Porfolio Solutions, LLC
N/A—36,914-36,914-100%$1.6M———
Western Wealth Management, LLC
N/A—31,700-31,700-100%$1.4M———
BFC Planning, Inc.
N/A—27,655-27,655-100%$1.2M———
Benjamin Edwards Inc
N/A—26,473-26,473-100%$1.1M———
Betterment LLC
N/A—23,102-23,102-100%$987.0K———
Kingsview Wealth Management, LLC
N/A—22,951-22,951-100%$980.5K———
Natixis Advisors, LLC
N/A—21,539-21,539-100%$920.0K———
Mutual Advisors, LLC
N/A—21,321-21,321-100%$910.8K———
Envestnet Portfolio Solutions, Inc.
N/A—20,950-20,950-100%$895.0K———
Geneos Wealth Management Inc.
N/A—19,836-19,836-100%$847.4K———
Empower Advisory Group, LLC
N/A—19,522-19,522-100%$834.0K———
Regal Investment Advisors LLC
N/A—18,274-18,274-100%$780.7K———
Stratos Investment Management, LLC
N/A—17,267-17,267-100%$737.7K———
Perspective Wealth Advisors LLC
N/A—16,233-16,233-100%$693.5K———
WCG Wealth Advisors LLC
N/A—14,890-14,890-100%$636.1K———
Kovack Advisors, Inc.
N/A—14,503-14,503-100%$619.6K———
Susquehanna International Group, LLP
N/A—12,860-12,860-100%$549.4K———
FMR LLC
N/A—12,548-12,548-100%$536.1K———
Commerce Bank
N/A—12,048-12,048-100%$514.7K———
Savvy Advisors, Inc.
N/A—11,505-11,505-100%$491.5K———
Barnes Wealth Management Group, Inc
N/A—10,139-10,139-100%$433.1K———
Royal Bank of Canada
N/A—9,854-9,854-100%$421.0K———
Two Sigma Securities, LLC
N/A—9,359-9,359-100%$399.8K———
Advisory Services Network, LLC
N/A—9,243-9,243-100%$394.9K———
Bank of Montreal
N/A—9,179-9,179-100%$392.1K———
LOM Asset Management Ltd
N/A—9,161-9,161-100%$391.4K———
Cascade Wealth Advisors, Inc
N/A—8,720-8,720-100%$390.2K———
Tidemark, LLC
N/A—8,295-8,295-100%$354.4K———
Cornerstone Financial Group, LLC
N/A—7,594-7,594-100%$324.4K———
Stratos Wealth Partners, Ltd.
N/A—7,113-7,113-100%$303.9K———
Bcgm Wealth Management, LLC
N/A—7,084-7,084-100%$302.6K———
World Investment Advisors
N/A—6,847-6,847-100%$292.6K———
Mercer Global Advisors Inc
N/A—5,253-5,253-100%$224.4K———
Morgan Stanley
N/A—3,803-3,803-100%$162.5K———
EP Wealth Advisors, LLC
N/A—3,712-3,712-100%$158.6K———
Rockefeller Capital Management L.P.
N/A—2,817-2,817-100%$120.4K———
O'shaughnessy Asset Management, LLC
N/A—2,802-2,802-100%$119.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,375-2,375-100%$101.5K———
Global Retirement Partners, LLC
N/A—2,344-2,344-100%$100.1K———
Aptus Capital Advisors, LLC
N/A—2,062-2,062-100%$88.1K———
Crewe Advisors LLC
N/A—1,592-1,592-100%$68.0K———
Johnson Financial Group, Inc.
N/A—841-841-100%$36.5K———
Federation des caisses Desjardins du Quebec
N/A—715-715-100%$30.5K———
Vanguard Advisers Inc
N/A—525-525-100%$22.4K———
Sachetta, LLC
N/A—442-442-100%$18.9K———
Transamerica Financial Advisors, LLC
N/A—165-165-100%$7.1K———
Fiduciary Financial Advisors
N/A—67-67-100%$2.9K———
Logan Capital Management Inc
N/A—00—$7———
Showing 208 of 208 institutions