Inovio Pharmaceuticals Inc (INO)

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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Geode Capital Management, LLC

INCREASED

Shares1,000,027 from 802,751

Change+197,276 (+25%)

Value$1.2M (+$337.1K)

Filed 2026-11-06

Green Alpha Advisors, LLC

INCREASED

Shares114,857 from 68,055

Change+46,802 (+69%)

Value$140.1K (+$65.3K)

Filed 2026-10-08

LexAurum Advisors, LLC

NEW

Shares97,100

Change+97,100

Value$118.5K

Filed 2026-10-19

Prime Capital Investment Advisors, LLC

INCREASED

Shares70,636 from 17,126

Change+53,510 (+312%)

Value$86.2K (+$67.3K)

Filed 2026-10-20

Elevation Point Wealth Partners, LLC

NEW

Shares38,761

Change+38,761

Value$47.3K

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares23,227 from 17,114

Change+6,113 (+36%)

Value$28.3K (+$9.5K)

Filed 2026-11-06

StoneX Group Inc.

INCREASED

Shares17,134 from 14,252

Change+2,882 (+20%)

Value$15.3K (-$2.8K)

Filed 2026-11-03

SBI Securities Co., Ltd.

INCREASED

Shares11,328 from 6,814

Change+4,514 (+66%)

Value$13.8K (+$6.3K)

Filed 2026-10-22

Signature Estate & Investment Advisors LLC

UNCHANGED

Shares11,028 from 11,028

Change0 (0%)

Value$13.5K (+$1.3K)

Filed 2026-10-13

Covestor Ltd

UNCHANGED

Shares5,120 from 5,120

Change0 (0%)

Value$6 ($0)

Filed 2026-10-30

Simplex Trading, LLC

NEW

Shares3,609

Change+3,609

Value$4.4K

Filed 2026-11-04

Barclays PLC

DECREASED

Shares2,826 from 3,487

Change-661 (-19%)

Value$3.4K (-$388)

Filed 2026-11-06

Citigroup Inc

NEW

Shares1,502

Change+1,502

Value$1.8K

Filed 2026-11-04

Activest Wealth Management

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$1.8K (+$180)

Filed 2026-10-15

Nfsg Corp

UNCHANGED

Shares359 from 359

Change0 (0%)

Value$437 (+$43)

Filed 2026-10-15

PNC Financial Services Group, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$366 (+$36)

Filed 2026-11-06

Pioneer Family Office, LLC

UNCHANGED

Shares291 from 291

Change0 (0%)

Value$355 (+$35)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares210

Change+210

Value$256

Filed 2026-10-21

Decker Retirement Planning Inc.

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$205 (+$20)

Filed 2026-10-19

Farther Finance Advisors, LLC

UNCHANGED

Shares111 from 111

Change0 (0%)

Value$135 (+$13)

Filed 2026-10-08

Rydar Equities, Inc.

NEW

Shares83

Change+83

Value$96

Filed 2026-10-13

Blume Capital Management, Inc.

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$102 (+$10)

Filed 2026-10-26

Pittenger & Anderson Inc

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$94 (+$9)

Filed 2026-11-02

Mcdonald Partners LLC

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$71 (+$7)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$52 ($0)

Filed 2026-11-06

Nova Financial LLC

NEW

Shares41

Change+41

Value$51

Filed 2026-11-04

TD Waterhouse Canada Inc.

DECREASED

Shares41 from 2,383

Change-2,342 (-98%)

Value$49 (-$2.8K)

Filed 2026-10-16

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$50 (+$5)

Filed 2026-10-27

Valley National Advisers Inc

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$30 (+$3)

Filed 2026-10-23

Atwood & Palmer Inc

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$22 (+$2)

Filed 2026-10-08

CoreCap Advisors, LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$20 (+$2)

Filed 2026-10-08

Key FInancial Inc

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$17 (+$2)

Filed 2026-11-02

Thompson Investment Management, Inc.

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$16 (+$2)

Filed 2026-10-14

Golden State Wealth Management, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$12 (+$1)

Filed 2026-11-02

Caitong International Asset Management Co., Ltd

DECREASED

Shares7 from 10,022

Change-10,015 (-100%)

Value$9 (-$11.0K)

Filed 2026-10-29

North Star Investment Management Corp.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$9 (+$1)

Filed 2026-10-27

IFP Advisors, Inc

NEW

Shares6

Change+6

Value$7

Filed 2026-10-16

Albion Financial Group

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$7 (+$1)

Filed 2026-10-21

Silver Grove Financial Group, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$6 ($0)

Filed 2026-11-05

Deutsche Bank Ag\

NEW

Shares4

Change+4

Value$5

Filed 2026-11-06

Rothwell Investment Advisors, LLC

NEW

Shares4

Change+4

Value$5

Filed 2026-11-06

Cassaday & Co Wealth Management LLC

NEW

Shares1

Change+1

Value$2

Filed 2026-10-27

MCF Advisors LLC

CLOSED

Shares0 from 11,274

Change-11,274 (-100%)

Value$0 (-$12.4K)

Filed 2026-10-28

MJT & Associates Financial Advisory Group, Inc.

CLOSED

Shares0 from 325

Change-325 (-100%)

Value$0 (-$358)

Filed 2026-10-07

International Assets Investment Management, LLC

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$43)

Filed 2026-11-02

FMR LLC

N/A

Shares— from 8,454,797

Change-8,454,797 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 5,171,053

Change-5,171,053 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,650,562

Change-3,650,562 (-100%)

Value—

Boxer Capital Management, LLC

N/A

Shares— from 2,844,994

Change-2,844,994 (-100%)

Value—

Adar1 Capital Management, LLC

N/A

Shares— from 2,143,910

Change-2,143,910 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,351,656

Change-1,351,656 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,239,778

Change-1,239,778 (-100%)

Value—

Eversept Partners, LP

N/A

Shares— from 1,035,360

Change-1,035,360 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 796,107

Change-796,107 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 779,057

Change-779,057 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 480,769

Change-480,769 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 478,950

Change-478,950 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 361,339

Change-361,339 (-100%)

Value—

State Street Corp

N/A

Shares— from 336,610

Change-336,610 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 265,011

Change-265,011 (-100%)

Value—

UBS Group AG

N/A

Shares— from 262,320

Change-262,320 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 258,928

Change-258,928 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 241,775

Change-241,775 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 174,394

Change-174,394 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 173,000

Change-173,000 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 140,432

Change-140,432 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 133,648

Change-133,648 (-100%)

Value—

GMT Capital Corp

N/A

Shares— from 126,119

Change-126,119 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 124,525

Change-124,525 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 105,833

Change-105,833 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 93,720

Change-93,720 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 80,338

Change-80,338 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 50,256

Change-50,256 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 42,286

Change-42,286 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 36,391

Change-36,391 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 33,691

Change-33,691 (-100%)

Value—

Greenwich Wealth Management LLC

N/A

Shares— from 31,999

Change-31,999 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 30,235

Change-30,235 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 29,889

Change-29,889 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 26,435

Change-26,435 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 15,958

Change-15,958 (-100%)

Value—

Stephens Inc

N/A

Shares— from 15,500

Change-15,500 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 13,863

Change-13,863 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 13,301

Change-13,301 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,730

Change-12,730 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 12,559

Change-12,559 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,252

Change-4,252 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,260

Change-3,260 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,103

Change-2,103 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,381

Change-1,381 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 1,325

Change-1,325 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 951

Change-951 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 951

Change-951 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 933

Change-933 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 833

Change-833 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 641

Change-641 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 352

Change-352 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 240

Change-240 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 237

Change-237 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 103

Change-103 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 64

Change-64 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 58

Change-58 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 46

Change-46 (-100%)

Value—

1 North Wealth Services LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 14

Change-14 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8

Change-8 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1

Change-1 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 0

Change0

Value—

	Status
Geode Capital Management, LLC	INCREASED	1,000,027	802,751	+197,276	+25%	$883.7K	$1.2M	+$337.1K	2026-11-06
Green Alpha Advisors, LLC	INCREASED	114,857	68,055	+46,802	+69%	$74.9K	$140.1K	+$65.3K	2026-10-08
LexAurum Advisors, LLC	NEW	97,100	—	+97,100	—	—	$118.5K	—	2026-10-19
Prime Capital Investment Advisors, LLC	INCREASED	70,636	17,126	+53,510	+312%	$18.8K	$86.2K	+$67.3K	2026-10-20
Elevation Point Wealth Partners, LLC	NEW	38,761	—	+38,761	—	—	$47.3K	—	2026-11-05
LPL Financial LLC	INCREASED	23,227	17,114	+6,113	+36%	$18.8K	$28.3K	+$9.5K	2026-11-06
StoneX Group Inc.	INCREASED	17,134	14,252	+2,882	+20%	$18.1K	$15.3K	-$2.8K	2026-11-03
SBI Securities Co., Ltd.	INCREASED	11,328	6,814	+4,514	+66%	$7.5K	$13.8K	+$6.3K	2026-10-22
Signature Estate & Investment Advisors LLC	UNCHANGED	11,028	11,028	0	0%	$12.1K	$13.5K	+$1.3K	2026-10-13
Covestor Ltd	UNCHANGED	5,120	5,120	0	0%	$6	$6	$0	2026-10-30
Simplex Trading, LLC	NEW	3,609	—	+3,609	—	—	$4.4K	—	2026-11-04
Barclays PLC	DECREASED	2,826	3,487	-661	-19%	$3.8K	$3.4K	-$388	2026-11-06
Citigroup Inc	NEW	1,502	—	+1,502	—	—	$1.8K	—	2026-11-04
Activest Wealth Management	UNCHANGED	1,500	1,500	0	0%	$1.7K	$1.8K	+$180	2026-10-15
Nfsg Corp	UNCHANGED	359	359	0	0%	$394	$437	+$43	2026-10-15
PNC Financial Services Group, Inc.	UNCHANGED	300	300	0	0%	$330	$366	+$36	2026-11-06
Pioneer Family Office, LLC	UNCHANGED	291	291	0	0%	$320	$355	+$35	2026-10-30
Root Financial Partners, LLC	NEW	210	—	+210	—	—	$256	—	2026-10-21
Decker Retirement Planning Inc.	UNCHANGED	168	168	0	0%	$185	$205	+$20	2026-10-19
Farther Finance Advisors, LLC	UNCHANGED	111	111	0	0%	$122	$135	+$13	2026-10-08
Rydar Equities, Inc.	NEW	83	—	+83	—	—	$96	—	2026-10-13
Blume Capital Management, Inc.	UNCHANGED	83	83	0	0%	$92	$102	+$10	2026-10-26
Pittenger & Anderson Inc	UNCHANGED	77	77	0	0%	$85	$94	+$9	2026-11-02
Mcdonald Partners LLC	UNCHANGED	58	58	0	0%	$64	$71	+$7	2026-11-03
Allworth Financial LP	UNCHANGED	47	47	0	0%	$52	$52	$0	2026-11-06
Nova Financial LLC	NEW	41	—	+41	—	—	$51	—	2026-11-04
TD Waterhouse Canada Inc.	DECREASED	41	2,383	-2,342	-98%	$2.8K	$49	-$2.8K	2026-10-16
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	41	41	0	0%	$45	$50	+$5	2026-10-27
Valley National Advisers Inc	UNCHANGED	24	24	0	0%	$27	$30	+$3	2026-10-23
Atwood & Palmer Inc	UNCHANGED	18	18	0	0%	$20	$22	+$2	2026-10-08
CoreCap Advisors, LLC	UNCHANGED	16	16	0	0%	$18	$20	+$2	2026-10-08
Key FInancial Inc	UNCHANGED	14	14	0	0%	$15	$17	+$2	2026-11-02
Thompson Investment Management, Inc.	UNCHANGED	13	13	0	0%	$14	$16	+$2	2026-10-14
Golden State Wealth Management, LLC	UNCHANGED	10	10	0	0%	$11	$12	+$1	2026-11-02
Caitong International Asset Management Co., Ltd	DECREASED	7	10,022	-10,015	-100%	$11.0K	$9	-$11.0K	2026-10-29
North Star Investment Management Corp.	UNCHANGED	7	7	0	0%	$8	$9	+$1	2026-10-27
IFP Advisors, Inc	NEW	6	—	+6	—	—	$7	—	2026-10-16
Albion Financial Group	UNCHANGED	5	5	0	0%	$6	$7	+$1	2026-10-21
Silver Grove Financial Group, Inc.	UNCHANGED	5	5	0	0%	$6	$6	$0	2026-11-05
Deutsche Bank Ag\	NEW	4	—	+4	—	—	$5	—	2026-11-06
Rothwell Investment Advisors, LLC	NEW	4	—	+4	—	—	$5	—	2026-11-06
Cassaday & Co Wealth Management LLC	NEW	1	—	+1	—	—	$2	—	2026-10-27
MCF Advisors LLC	CLOSED	0	11,274	-11,274	-100%	$12.4K	$0	-$12.4K	2026-10-28
MJT & Associates Financial Advisory Group, Inc.	CLOSED	0	325	-325	-100%	$358	$0	-$358	2026-10-07
International Assets Investment Management, LLC	CLOSED	0	36	-36	-100%	$43	$0	-$43	2026-11-02
FMR LLC	N/A	—	8,454,797	-8,454,797	-100%	$9.3M	—	—	—
Jupiter Topco LLC	N/A	—	5,171,053	-5,171,053	-100%	$5.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,650,562	-3,650,562	-100%	$4.0M	—	—	—
Boxer Capital Management, LLC	N/A	—	2,844,994	-2,844,994	-100%	$3.1M	—	—	—
Adar1 Capital Management, LLC	N/A	—	2,143,910	-2,143,910	-100%	$2.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,351,656	-1,351,656	-100%	$1.5M	—	—	—
Two Sigma Investments, LP	N/A	—	1,239,778	-1,239,778	-100%	$1.4M	—	—	—
Eversept Partners, LP	N/A	—	1,035,360	-1,035,360	-100%	$1.1M	—	—	—
Millennium Management LLC	N/A	—	796,107	-796,107	-100%	$875.7K	—	—	—
BlackRock, Inc.	N/A	—	779,057	-779,057	-100%	$857.0K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	480,769	-480,769	-100%	$528.8K	—	—	—
Caption Management, LLC	N/A	—	478,950	-478,950	-100%	$526.8K	—	—	—
Renaissance Technologies LLC	N/A	—	361,339	-361,339	-100%	$397.5K	—	—	—
State Street Corp	N/A	—	336,610	-336,610	-100%	$370.3K	—	—	—
GSA Capital Partners LLP	N/A	—	265,011	-265,011	-100%	$292.0K	—	—	—
UBS Group AG	N/A	—	262,320	-262,320	-100%	$288.6K	—	—	—
Quadrature Capital Ltd	N/A	—	258,928	-258,928	-100%	$284.8K	—	—	—
Citadel Advisors LLC	N/A	—	241,775	-241,775	-100%	$266.0K	—	—	—
Northern Trust Corp	N/A	—	174,394	-174,394	-100%	$191.8K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	173,000	-173,000	-100%	$190.3K	—	—	—
Nomura Holdings Inc	N/A	—	150,000	-150,000	-100%	$165.0K	—	—	—
HRT Financial LP	N/A	—	140,432	-140,432	-100%	$154.0K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	133,648	-133,648	-100%	$147.0K	—	—	—
GMT Capital Corp	N/A	—	126,119	-126,119	-100%	$138.7K	—	—	—
Jane Street Group, LLC	N/A	—	124,525	-124,525	-100%	$137.0K	—	—	—
XTX Topco Ltd	N/A	—	105,833	-105,833	-100%	$116.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	93,720	-93,720	-100%	$103.1K	—	—	—
Invesco Ltd.	N/A	—	80,338	-80,338	-100%	$88.4K	—	—	—
Morgan Stanley	N/A	—	50,256	-50,256	-100%	$55.3K	—	—	—
Raymond James Financial Inc	N/A	—	42,286	-42,286	-100%	$46.5K	—	—	—
Squarepoint Ops LLC	N/A	—	36,391	-36,391	-100%	$40.0K	—	—	—
Engineers Gate Manager LP	N/A	—	33,691	-33,691	-100%	$37.1K	—	—	—
Greenwich Wealth Management LLC	N/A	—	31,999	-31,999	-100%	$35.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	30,235	-30,235	-100%	$33.3K	—	—	—
Headlands Technologies LLC	N/A	—	29,889	-29,889	-100%	$32.9K	—	—	—
Zacks Investment Management	N/A	—	26,435	-26,435	-100%	$29.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	15,958	-15,958	-100%	$17.6K	—	—	—
Stephens Inc	N/A	—	15,500	-15,500	-100%	$17.1K	—	—	—
AXQ Capital, LP	N/A	—	13,863	-13,863	-100%	$15.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	13,301	-13,301	-100%	$14.6K	—	—	—
HighTower Advisors, LLC	N/A	—	12,730	-12,730	-100%	$14.0K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	12,559	-12,559	-100%	$13.8K	—	—	—
Royal Bank of Canada	N/A	—	4,252	-4,252	-100%	$4.0K	—	—	—
Wells Fargo & Company	N/A	—	3,260	-3,260	-100%	$3.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,103	-2,103	-100%	$2.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,381	-1,381	-100%	$1.5K	—	—	—
Optiver Holding B.V.	N/A	—	1,325	-1,325	-100%	$1.5K	—	—	—
BFC Planning, Inc.	N/A	—	951	-951	-100%	$1.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	951	-951	-100%	$1.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	933	-933	-100%	$1.0K	—	—	—
IFG Advisory, LLC	N/A	—	833	-833	-100%	$917	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	641	-641	-100%	$705	—	—	—
BNP Paribas Financial Markets	N/A	—	352	-352	-100%	$387	—	—	—
VSM Wealth Advisory, LLC	N/A	—	250	-250	-100%	$275	—	—	—
Jones Financial Companies Lllp	N/A	—	240	-240	-100%	$264	—	—	—
Harbour Investments, Inc.	N/A	—	237	-237	-100%	$261	—	—	—
Aberdeen Wealth Management LLC	N/A	—	200	-200	-100%	$220	—	—	—
Arax Advisory Partners	N/A	—	103	-103	-100%	$113	—	—	—
Smartleaf Asset Management LLC	N/A	—	83	-83	-100%	$93	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	64	-64	-100%	$70	—	—	—
National Bank of Canada	N/A	—	58	-58	-100%	$64	—	—	—
JPMorgan Chase & Co	N/A	—	46	-46	-100%	$52	—	—	—
1 North Wealth Services LLC	N/A	—	41	-41	-100%	$45	—	—	—
Allied Private Wealth LLC	N/A	—	33	-33	-100%	$39	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	14	-14	-100%	$15	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8	-8	-100%	$9	—	—	—
Hantz Financial Services, Inc.	N/A	—	8	-8	-100%	$0	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1	-1	-100%	$1	—	—	—
Strive Financial Group,LLC	N/A	—	1	-1	-100%	$1	—	—	—
Persistent Asset Partners Ltd	N/A	—	0	0	—	$0	—	—	—

Showing 115 of 115 institutions