Invesco S&P 500 Equal Weight (RSPF)

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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Joseph Group Capital Management

INCREASED

Shares110,351 from 108,498

Change+1,853 (+2%)

Value$8.5M (+$127.7K)

Filed 2026-11-04

Joseph P. Lucia & Associates, LLC

DECREASED

Shares78,533 from 78,992

Change-459 (-1%)

Value$6.1M (-$46.9K)

Filed 2026-10-30

Davis Investment Partners, LLC

DECREASED

Shares66,598 from 66,724

Change-126 (0%)

Value$5.2M (-$19.4K)

Filed 2026-11-05

Allen Capital Group, LLC

DECREASED

Shares50,216 from 50,839

Change-623 (-1%)

Value$3.9M (-$55.6K)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares48,242 from 50,118

Change-1,876 (-4%)

Value$3.7M (-$152.5K)

Filed 2026-10-08

Yoder Wealth Management, Inc.

INCREASED

Shares45,773 from 45,649

Change+124 (+0%)

Value$3.5M (+$3.0K)

Filed 2026-10-13

Arkansas Financial Group, Inc.

DECREASED

Shares35,454 from 36,356

Change-902 (-2%)

Value$2.7M (-$75.1K)

Filed 2026-10-26

WestEnd Advisors, LLC

NEW

Shares32,577

Change+32,577

Value$2.5M

Filed 2026-10-27

Walker Asset Management, LLC

DECREASED

Shares21,177 from 22,712

Change-1,535 (-7%)

Value$1.6M (-$122.1K)

Filed 2026-10-13

Lido Advisors, LLC

DECREASED

Shares13,261 from 14,093

Change-832 (-6%)

Value$1.0M (-$66.4K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares12,612 from 13,065

Change-453 (-3%)

Value$976.3K (-$36.9K)

Filed 2026-11-02

Focus Financial Network, Inc.

DECREASED

Shares10,324 from 11,513

Change-1,189 (-10%)

Value$799.1K (-$93.7K)

Filed 2026-10-14

Mission Wealth Management, LP

DECREASED

Shares9,127 from 12,912

Change-3,785 (-29%)

Value$706.5K (-$294.9K)

Filed 2026-10-15

Bank of New York Mellon Corp

NEW

Shares8,682

Change+8,682

Value$672.1K

Filed 2026-11-05

Creative Planning

DECREASED

Shares7,994 from 8,299

Change-305 (-4%)

Value$618.8K (-$24.8K)

Filed 2026-11-02

Perryman Financial Advisory Inc

DECREASED

Shares7,953 from 9,272

Change-1,319 (-14%)

Value$615.6K (-$103.4K)

Filed 2026-10-16

Friedenthal Financial

INCREASED

Shares7,873 from 7,663

Change+210 (+3%)

Value$609.4K (+$15.1K)

Filed 2026-10-27

Kestra Advisory Services, LLC

DECREASED

Shares5,942 from 6,547

Change-605 (-9%)

Value$459.9K (-$47.8K)

Filed 2026-11-02

BIP Wealth, LLC

DECREASED

Shares5,223 from 5,298

Change-75 (-1%)

Value$404.3K (-$6.6K)

Filed 2026-10-22

Asset One Wealth Management LLC

UNCHANGED

Shares4,935 from 4,935

Change0 (0%)

Value$382.0K (-$24.1K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares4,835 from 6,531

Change-1,696 (-26%)

Value$374.0K (-$133.0K)

Filed 2026-11-02

Harbor Asset Planning, Inc.

INCREASED

Shares4,795 from 4,776

Change+19 (+0%)

Value$371.1K (+$607)

Filed 2026-10-23

Axxcess Wealth Management, LLC

NEW

Shares4,131

Change+4,131

Value$319.8K

Filed 2026-10-21

Indivisible Partners

NEW

Shares3,598

Change+3,598

Value$278.5K

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

NEW

Shares3,205

Change+3,205

Value$252.2K

Filed 2026-10-13

MGO One Seven LLC

DECREASED

Shares2,973 from 2,983

Change-10 (0%)

Value$230.1K (-$1.2K)

Filed 2026-10-28

Wealthcare Advisory Partners LLC

DECREASED

Shares2,768 from 3,161

Change-393 (-12%)

Value$214.3K (-$30.9K)

Filed 2026-10-21

Fifth Third Bancorp

INCREASED

Shares2,737 from 27

Change+2,710 (+10037%)

Value$211.8K (+$209.8K)

Filed 2026-11-05

McAdam, LLC

UNCHANGED

Shares2,718 from 2,718

Change0 (0%)

Value$210.4K (-$394)

Filed 2026-10-21

Vaquero Private Wealth, LTD

DECREASED

Shares1,957 from 2,816

Change-859 (-30%)

Value$151.5K (-$66.9K)

Filed 2026-10-27

Mondrian Investment Partners LTD

INCREASED

Shares1,752 from 177

Change+1,575 (+890%)

Value$139.3K (+$125.6K)

Filed 2026-10-23

AlphaCore Capital LLC

UNCHANGED

Shares798 from 798

Change0 (0%)

Value$61.8K (-$116)

Filed 2026-11-04

Private Trust Co NA

UNCHANGED

Shares564 from 564

Change0 (0%)

Value$43.7K (-$82)

Filed 2026-10-20

CX Institutional

INCREASED

Shares515 from 514

Change+1 (+0%)

Value$40 ($0)

Filed 2026-10-02

Reicon Wealth Advisors, LLC

UNCHANGED

Shares344 from 344

Change0 (0%)

Value$26.6K (-$50)

Filed 2026-11-04

IFP Advisors, Inc

DECREASED

Shares331 from 371

Change-40 (-11%)

Value$25.6K (-$3.2K)

Filed 2026-10-16

Mcdonald Partners LLC

UNCHANGED

Shares314 from 314

Change0 (0%)

Value$24.3K (-$46)

Filed 2026-11-03

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$20.9K (-$39)

Filed 2026-10-23

Princeton Global Asset Management LLC

INCREASED

Shares137 from 136

Change+1 (+1%)

Value$10.6K (+$19)

Filed 2026-10-21

Signaturefd, LLC

UNCHANGED

Shares131 from 131

Change0 (0%)

Value$10.1K (-$19)

Filed 2026-10-23

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$8.4K (-$16)

Filed 2026-10-27

City State Bank

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.2K (-$2)

Filed 2026-10-20

Moisand Fitzgerald Tamayo, LLC

NEW

Shares3

Change+3

Value$233

Filed 2026-10-15

Dumont & Blake Investment Advisors LLC

CLOSED

Shares0 from 11,986

Change-11,986 (-100%)

Value$0 (-$929.5K)

Filed 2026-10-28

StoneX Group Inc.

CLOSED

Shares0 from 3,143

Change-3,143 (-100%)

Value$0 (-$240.5K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 491

Change-491 (-100%)

Value$0 (-$39.1K)

Filed 2026-11-02

Bank of America Corp

N/A

Shares— from 247,166

Change-247,166 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 187,386

Change-187,386 (-100%)

Value—

Blue Chip Partners, LLC

N/A

Shares— from 65,648

Change-65,648 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 63,988

Change-63,988 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 45,367

Change-45,367 (-100%)

Value—

UBS Group AG

N/A

Shares— from 41,067

Change-41,067 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 39,668

Change-39,668 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 37,840

Change-37,840 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 32,434

Change-32,434 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 30,514

Change-30,514 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 25,920

Change-25,920 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 20,741

Change-20,741 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 18,777

Change-18,777 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 18,573

Change-18,573 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 18,210

Change-18,210 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,633

Change-17,633 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 17,573

Change-17,573 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 16,697

Change-16,697 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,432

Change-15,432 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 14,195

Change-14,195 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 14,121

Change-14,121 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 13,997

Change-13,997 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 13,620

Change-13,620 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,701

Change-12,701 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 12,520

Change-12,520 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 12,217

Change-12,217 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 9,166

Change-9,166 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 6,985

Change-6,985 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 6,680

Change-6,680 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,322

Change-6,322 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,406

Change-5,406 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 5,025

Change-5,025 (-100%)

Value—

One Charles Private Wealth Services, LLC

N/A

Shares— from 4,718

Change-4,718 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,275

Change-4,275 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 3,985

Change-3,985 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,703

Change-3,703 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 3,253

Change-3,253 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 3,142

Change-3,142 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 2,873

Change-2,873 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,597

Change-2,597 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,891

Change-1,891 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,691

Change-1,691 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 1,625

Change-1,625 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,168

Change-1,168 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,163

Change-1,163 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 777

Change-777 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 708

Change-708 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 681

Change-681 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 572

Change-572 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 449

Change-449 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 395

Change-395 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 372

Change-372 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 243

Change-243 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 232

Change-232 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 224

Change-224 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 125

Change-125 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 82

Change-82 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 60

Change-60 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 49

Change-49 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 12

Change-12 (-100%)

Value—

Aristotle Capital Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Joseph Group Capital Management	INCREASED	110,351	108,498	+1,853	+2%	$8.4M	$8.5M	+$127.7K	2026-11-04
Joseph P. Lucia & Associates, LLC	DECREASED	78,533	78,992	-459	-1%	$6.1M	$6.1M	-$46.9K	2026-10-30
Davis Investment Partners, LLC	DECREASED	66,598	66,724	-126	0%	$5.2M	$5.2M	-$19.4K	2026-11-05
Allen Capital Group, LLC	DECREASED	50,216	50,839	-623	-1%	$3.9M	$3.9M	-$55.6K	2026-10-27
Farther Finance Advisors, LLC	DECREASED	48,242	50,118	-1,876	-4%	$3.9M	$3.7M	-$152.5K	2026-10-08
Yoder Wealth Management, Inc.	INCREASED	45,773	45,649	+124	+0%	$3.5M	$3.5M	+$3.0K	2026-10-13
Arkansas Financial Group, Inc.	DECREASED	35,454	36,356	-902	-2%	$2.8M	$2.7M	-$75.1K	2026-10-26
WestEnd Advisors, LLC	NEW	32,577	—	+32,577	—	—	$2.5M	—	2026-10-27
Walker Asset Management, LLC	DECREASED	21,177	22,712	-1,535	-7%	$1.8M	$1.6M	-$122.1K	2026-10-13
Lido Advisors, LLC	DECREASED	13,261	14,093	-832	-6%	$1.1M	$1.0M	-$66.4K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	12,612	13,065	-453	-3%	$1.0M	$976.3K	-$36.9K	2026-11-02
Focus Financial Network, Inc.	DECREASED	10,324	11,513	-1,189	-10%	$892.8K	$799.1K	-$93.7K	2026-10-14
Mission Wealth Management, LP	DECREASED	9,127	12,912	-3,785	-29%	$1.0M	$706.5K	-$294.9K	2026-10-15
Bank of New York Mellon Corp	NEW	8,682	—	+8,682	—	—	$672.1K	—	2026-11-05
Creative Planning	DECREASED	7,994	8,299	-305	-4%	$643.6K	$618.8K	-$24.8K	2026-11-02
Perryman Financial Advisory Inc	DECREASED	7,953	9,272	-1,319	-14%	$719.0K	$615.6K	-$103.4K	2026-10-16
Friedenthal Financial	INCREASED	7,873	7,663	+210	+3%	$594.3K	$609.4K	+$15.1K	2026-10-27
Kestra Advisory Services, LLC	DECREASED	5,942	6,547	-605	-9%	$507.7K	$459.9K	-$47.8K	2026-11-02
BIP Wealth, LLC	DECREASED	5,223	5,298	-75	-1%	$410.9K	$404.3K	-$6.6K	2026-10-22
Asset One Wealth Management LLC	UNCHANGED	4,935	4,935	0	0%	$406.1K	$382.0K	-$24.1K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	4,835	6,531	-1,696	-26%	$507.0K	$374.0K	-$133.0K	2026-11-02
Harbor Asset Planning, Inc.	INCREASED	4,795	4,776	+19	+0%	$370.5K	$371.1K	+$607	2026-10-23
Axxcess Wealth Management, LLC	NEW	4,131	—	+4,131	—	—	$319.8K	—	2026-10-21
Indivisible Partners	NEW	3,598	—	+3,598	—	—	$278.5K	—	2026-10-26
Wealth Enhancement Advisory Services, LLC	NEW	3,205	—	+3,205	—	—	$252.2K	—	2026-10-13
MGO One Seven LLC	DECREASED	2,973	2,983	-10	0%	$231.3K	$230.1K	-$1.2K	2026-10-28
Wealthcare Advisory Partners LLC	DECREASED	2,768	3,161	-393	-12%	$245.1K	$214.3K	-$30.9K	2026-10-21
Fifth Third Bancorp	INCREASED	2,737	27	+2,710	+10037%	$2.1K	$211.8K	+$209.8K	2026-11-05
McAdam, LLC	UNCHANGED	2,718	2,718	0	0%	$210.8K	$210.4K	-$394	2026-10-21
Vaquero Private Wealth, LTD	DECREASED	1,957	2,816	-859	-30%	$218.4K	$151.5K	-$66.9K	2026-10-27
Mondrian Investment Partners LTD	INCREASED	1,752	177	+1,575	+890%	$13.7K	$139.3K	+$125.6K	2026-10-23
AlphaCore Capital LLC	UNCHANGED	798	798	0	0%	$61.9K	$61.8K	-$116	2026-11-04
Private Trust Co NA	UNCHANGED	564	564	0	0%	$43.7K	$43.7K	-$82	2026-10-20
CX Institutional	INCREASED	515	514	+1	+0%	$40	$40	$0	2026-10-02
Reicon Wealth Advisors, LLC	UNCHANGED	344	344	0	0%	$26.7K	$26.6K	-$50	2026-11-04
IFP Advisors, Inc	DECREASED	331	371	-40	-11%	$28.8K	$25.6K	-$3.2K	2026-10-16
Mcdonald Partners LLC	UNCHANGED	314	314	0	0%	$24.4K	$24.3K	-$46	2026-11-03
Dhjj Financial Advisors, Ltd.	UNCHANGED	270	270	0	0%	$20.9K	$20.9K	-$39	2026-10-23
Princeton Global Asset Management LLC	INCREASED	137	136	+1	+1%	$10.6K	$10.6K	+$19	2026-10-21
Signaturefd, LLC	UNCHANGED	131	131	0	0%	$10.2K	$10.1K	-$19	2026-10-23
Comprehensive Financial Planning, Inc.	UNCHANGED	108	108	0	0%	$8.4K	$8.4K	-$16	2026-10-27
City State Bank	UNCHANGED	15	15	0	0%	$1.2K	$1.2K	-$2	2026-10-20
Moisand Fitzgerald Tamayo, LLC	NEW	3	—	+3	—	—	$233	—	2026-10-15
Dumont & Blake Investment Advisors LLC	CLOSED	0	11,986	-11,986	-100%	$929.5K	$0	-$929.5K	2026-10-28
StoneX Group Inc.	CLOSED	0	3,143	-3,143	-100%	$240.5K	$0	-$240.5K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	491	-491	-100%	$39.1K	$0	-$39.1K	2026-11-02
Bank of America Corp	N/A	—	247,166	-247,166	-100%	$19.2M	—	—	—
Morgan Stanley	N/A	—	187,386	-187,386	-100%	$14.5M	—	—	—
Blue Chip Partners, LLC	N/A	—	65,648	-65,648	-100%	$5.1M	—	—	—
JPMorgan Chase & Co	N/A	—	63,988	-63,988	-100%	$5.0M	—	—	—
Cetera Investment Advisers	N/A	—	45,367	-45,367	-100%	$3.5M	—	—	—
UBS Group AG	N/A	—	41,067	-41,067	-100%	$3.2M	—	—	—
Pgim Custom Harvest LLC	N/A	—	39,668	-39,668	-100%	$3.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	37,840	-37,840	-100%	$2.9M	—	—	—
Wells Fargo & Company	N/A	—	32,434	-32,434	-100%	$2.5M	—	—	—
LPL Financial LLC	N/A	—	30,514	-30,514	-100%	$2.4M	—	—	—
Raymond James Financial Inc	N/A	—	25,920	-25,920	-100%	$2.0M	—	—	—
MAI Capital Management	N/A	—	20,741	-20,741	-100%	$1.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	18,777	-18,777	-100%	$1.5M	—	—	—
Harbour Investments, Inc.	N/A	—	18,573	-18,573	-100%	$1.4M	—	—	—
Two Sigma Investments, LP	N/A	—	18,210	-18,210	-100%	$1.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	17,633	-17,633	-100%	$1.4M	—	—	—
HighTower Advisors, LLC	N/A	—	17,573	-17,573	-100%	$1.4M	—	—	—
Arkadios Wealth Advisors	N/A	—	16,697	-16,697	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	15,432	-15,432	-100%	$1.2M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	14,195	-14,195	-100%	$1.1M	—	—	—
Stifel Financial Corp	N/A	—	14,121	-14,121	-100%	$1.1M	—	—	—
Hills Bank & Trust Co	N/A	—	13,997	-13,997	-100%	$1.1M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	13,620	-13,620	-100%	$1.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	12,701	-12,701	-100%	$986.3K	—	—	—
Pacific SUN Financial Corp	N/A	—	12,520	-12,520	-100%	$970.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	12,217	-12,217	-100%	$947.4K	—	—	—
Private Advisor Group, LLC	N/A	—	9,166	-9,166	-100%	$710.8K	—	—	—
Empirical Asset Management, LLC	N/A	—	6,985	-6,985	-100%	$541.7K	—	—	—
Berger Financial Group, Inc	N/A	—	6,680	-6,680	-100%	$518.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,322	-6,322	-100%	$490.3K	—	—	—
MML Investors Services, LLC	N/A	—	5,406	-5,406	-100%	$419.2K	—	—	—
Regal Investment Advisors LLC	N/A	—	5,025	-5,025	-100%	$389.7K	—	—	—
One Charles Private Wealth Services, LLC	N/A	—	4,718	-4,718	-100%	$365.9K	—	—	—
Royal Bank of Canada	N/A	—	4,275	-4,275	-100%	$331.0K	—	—	—
IMA Advisory Services, Inc.	N/A	—	3,985	-3,985	-100%	$309.0K	—	—	—
FMR LLC	N/A	—	3,703	-3,703	-100%	$287.2K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	3,253	-3,253	-100%	$252.2K	—	—	—
Ameriprise Financial Inc	N/A	—	3,142	-3,142	-100%	$243.7K	—	—	—
Snowden Capital Advisors LLC	N/A	—	2,873	-2,873	-100%	$222.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,597	-2,597	-100%	$201.4K	—	—	—
Huntington National Bank	N/A	—	1,891	-1,891	-100%	$146.6K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	1,800	-1,800	-100%	$139.6K	—	—	—
National Bank of Canada	N/A	—	1,691	-1,691	-100%	$131.2K	—	—	—
Waverly Advisors, LLC	N/A	—	1,625	-1,625	-100%	$126.0K	—	—	—
Blair William & Co	N/A	—	1,200	-1,200	-100%	$93.1K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,200	-1,200	-100%	$93.1K	—	—	—
Allworth Financial LP	N/A	—	1,168	-1,168	-100%	$90.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,163	-1,163	-100%	$90.2K	—	—	—
AE Wealth Management LLC	N/A	—	777	-777	-100%	$60.3K	—	—	—
Bank of Montreal	N/A	—	708	-708	-100%	$54.9K	—	—	—
Clearstead Advisors, LLC	N/A	—	681	-681	-100%	$52.8K	—	—	—
Banque Transatlantique SA	N/A	—	572	-572	-100%	$44.4K	—	—	—
Arax Advisory Partners	N/A	—	449	-449	-100%	$34.8K	—	—	—
Regatta Research & Money Management	N/A	—	395	-395	-100%	$30.6K	—	—	—
Tidemark, LLC	N/A	—	372	-372	-100%	$28.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	243	-243	-100%	$18.8K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	232	-232	-100%	$18.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	224	-224	-100%	$17.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	125	-125	-100%	$9.7K	—	—	—
Ancora Advisors LLCA	N/A	—	82	-82	-100%	$6.4K	—	—	—
Qube Research & Technologies Ltd	N/A	—	60	-60	-100%	$4.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	49	-49	-100%	$3.8K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	15	-15	-100%	$1.2K	—	—	—
Victory Capital Management Inc	N/A	—	12	-12	-100%	$965	—	—	—
Aristotle Capital Management, LLC	N/A	—	4	-4	-100%	$284	—	—	—

Showing 111 of 111 institutions