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Invesco S&P 100 Equal Weight (EQWL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,104,989 from 2,001,311
Change+103,678 (+5%)
Value$271.6M (+$13.4M)
Filed 2026-11-06
Reicon Wealth Advisors, LLC
INCREASED
Shares401,690 from 349,630
Change+52,060 (+15%)
Value$51.8M (+$6.7M)
Filed 2026-11-04
Bond & Devick Financial Network, Inc.
DECREASED
Shares319,112 from 319,663
Change-551 (0%)
Value$41.2M (-$61.5K)
Filed 2026-10-23
Altus Wealth Management, LLC
INCREASED
Shares318,394 from 313,710
Change+4,684 (+1%)
Value$41.1M (+$613.9K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares288,976 from 181,975
Change+107,001 (+59%)
Value$37.3M (+$13.8M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares220,153 from 221,316
Change-1,163 (-1%)
Value$28.4M (-$142.0K)
Filed 2026-11-05
Prentice Wealth Management LLC
INCREASED
Shares143,064 from 142,645
Change+419 (+0%)
Value$18.5M (+$58.4K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares141,339 from 126,024
Change+15,315 (+12%)
Value$18.2M (+$2.0M)
Filed 2026-11-02
Schorn Wealth LLC
INCREASED
Shares140,909 from 138,770
Change+2,139 (+2%)
Value$18.2M (+$280.2K)
Filed 2026-10-14
YHB Investment Advisors, Inc.
INCREASED
Shares110,179 from 90,021
Change+20,158 (+22%)
Value$14.2M (+$2.6M)
Filed 2026-10-08
Forza Wealth Management, LLC
INCREASED
Shares98,772 from 84,287
Change+14,485 (+17%)
Value$12.7M (+$1.9M)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares89,343 from 86,061
Change+3,282 (+4%)
Value$11.5M (+$426.1K)
Filed 2026-10-30
Saxon Interests, Inc.
INCREASED
Shares80,324 from 79,387
Change+937 (+1%)
Value$10.4M (+$123.3K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares57,563 from 69,209
Change-11,646 (-17%)
Value$7.5M (-$1.5M)
Filed 2026-10-13
Merit Financial Group, LLC
DECREASED
Shares55,995 from 56,517
Change-522 (-1%)
Value$7.2M (-$65.6K)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares53,770 from 53,357
Change+413 (+1%)
Value$6.9M (+$54.9K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares46,529 from 40,270
Change+6,259 (+16%)
Value$6.0M (+$809.0K)
Filed 2026-11-02
Able Wealth Management LLC
DECREASED
Shares42,954 from 43,169
Change-215 (0%)
Value$5.6M (+$16.5K)
Filed 2026-10-13
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares38,000 from 15,610
Change+22,390 (+143%)
Value$4.9M (+$2.9M)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares33,909 from 30,222
Change+3,687 (+12%)
Value$4.4M (+$476.7K)
Filed 2026-10-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares31,667 from 31,254
Change+413 (+1%)
Value$4.1M (+$54.3K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares27,893 from 28,005
Change-112 (0%)
Value$3.6M (-$13.6K)
Filed 2026-10-28
Steele Capital Management, Inc.
DECREASED
Shares26,689 from 26,797
Change-108 (0%)
Value$3.4M (-$13.1K)
Filed 2026-11-02
Redw Wealth LLC
INCREASED
Shares25,914 from 25,261
Change+653 (+3%)
Value$3.3M (+$85.0K)
Filed 2026-11-02
National Wealth Management Group, LLC
DECREASED
Shares22,130 from 22,436
Change-306 (-1%)
Value$2.9M (-$38.8K)
Filed 2026-10-26
Patten & Patten Inc
INCREASED
Shares19,832 from 18,660
Change+1,172 (+6%)
Value$2.6M (+$151.8K)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares18,295 from 14,282
Change+4,013 (+28%)
Value$2.4M (+$518.2K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares14,107 from 14,112
Change-5 (0%)
Value$1.8M ($0)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares13,203 from 12,141
Change+1,062 (+9%)
Value$1.7M (+$178.2K)
Filed 2026-11-04
Lodestar Private Asset Management LLC
NEW
Shares12,719
Change+12,719
Value$1.6M
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares12,101 from 19,479
Change-7,378 (-38%)
Value$1.6M (-$951.6K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares11,870 from 8,489
Change+3,381 (+40%)
Value$1.6M (+$472.6K)
Filed 2026-10-27
Perryman Financial Advisory Inc
INCREASED
Shares11,298 from 10,421
Change+877 (+8%)
Value$1.5M (+$113.4K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares9,912 from 10,185
Change-273 (-3%)
Value$1.3M (-$35.0K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares9,299 from 9,039
Change+260 (+3%)
Value$1.2M (+$33.8K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED
Shares9,200 from 9,200
Change0 (0%)
Value$1.2M (+$276)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares8,856 from 18,852
Change-9,996 (-53%)
Value$1.1M (-$1.3M)
Filed 2026-10-07
Carnegie Investment Counsel
INCREASED
Shares8,694 from 8,686
Change+8 (+0%)
Value$1.1M (+$1.2K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares8,169 from 7,798
Change+371 (+5%)
Value$1.1M (+$48.2K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares7,982 from 8,668
Change-686 (-8%)
Value$1.0M (-$88.2K)
Filed 2026-10-23
Allegheny Financial Group
INCREASED
Shares7,430 from 7,401
Change+29 (+0%)
Value$958.9K (+$3.9K)
Filed 2026-11-05
Michels Family Financial, LLC
INCREASED
Shares7,205 from 6,171
Change+1,034 (+17%)
Value$929.9K (+$133.6K)
Filed 2026-11-02
Nations Financial Group Inc,
DECREASED
Shares6,970 from 7,603
Change-633 (-8%)
Value$899.5K (-$81.5K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares6,847 from 9,395
Change-2,548 (-27%)
Value$883.6K (-$328.6K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
INCREASED
Shares6,021 from 5,446
Change+575 (+11%)
Value$777.0K (+$74.4K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
NEW
Shares6,010
Change+6,010
Value$795.3K
Filed 2026-11-05
HUB Investment Partners, LLC
DECREASED
Shares5,725 from 5,853
Change-128 (-2%)
Value$738.8K (-$16.4K)
Filed 2026-11-03
Winthrop Capital Management, LLC
DECREASED
Shares5,103 from 5,382
Change-279 (-5%)
Value$658.5K (-$35.5K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED
Shares4,559 from 4,635
Change-76 (-2%)
Value$588.3K (-$9.7K)
Filed 2026-10-26
QTR Family Wealth, LLC
DECREASED
Shares4,345 from 4,390
Change-45 (-1%)
Value$560.7K (-$5.7K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares4,040 from 2,483
Change+1,557 (+63%)
Value$521.4K (+$201.0K)
Filed 2026-10-28
Ullmann Wealth Partners Group, LLC
DECREASED
Shares3,832 from 4,110
Change-278 (-7%)
Value$494.5K (-$35.8K)
Filed 2026-11-02
D.A. Davidson & Co.
UNCHANGED
Shares3,783 from 3,783
Change0 (0%)
Value$488.2K (+$113)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares3,414 from 3,414
Change0 (0%)
Value$440.6K (+$103)
Filed 2026-11-05
Carolina Wealth Management Inc
INCREASED
Shares3,351 from 3,349
Change+2 (+0%)
Value$432.4K (+$365)
Filed 2026-10-29
Uniting Wealth Partners, LLC
UNCHANGED
Shares3,192 from 3,192
Change0 (0%)
Value$411.9K (+$96)
Filed 2026-11-06
Princeton Global Asset Management LLC
DECREASED
Shares3,191 from 3,204
Change-13 (0%)
Value$411.8K (-$1.6K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares3,107 from 3,103
Change+4 (+0%)
Value$401.0K (+$653)
Filed 2026-10-14
StoneX Group Inc.
DECREASED
Shares2,958 from 7,431
Change-4,473 (-60%)
Value$381.7K (-$576.6K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares2,920 from 2,843
Change+77 (+3%)
Value$376.8K (+$10.0K)
Filed 2026-10-08
Brighton Jones LLC
DECREASED
Shares2,684 from 3,194
Change-510 (-16%)
Value$346.4K (-$65.7K)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares2,611 from 2,225
Change+386 (+17%)
Value$337.0K (+$49.9K)
Filed 2026-10-22
USAdvisors Wealth Management, LLC
INCREASED
Shares2,575 from 2,547
Change+28 (+1%)
Value$332 (-$327.7K)
Filed 2026-10-21
Wedbush Securities Inc
DECREASED
Shares2,420 from 3,070
Change-650 (-21%)
Value$312 (-$395.7K)
Filed 2026-10-22
Keybank National Association
INCREASED
Shares2,195 from 1,751
Change+444 (+25%)
Value$283.3K (+$57.4K)
Filed 2026-11-04
ATX Financial Planning, LLC
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$273.6K (+$64)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares2,118 from 3,235
Change-1,117 (-35%)
Value$273.3K (-$144.1K)
Filed 2026-11-03
Atria Investments, Inc
NEW
Shares2,067
Change+2,067
Value$266.7K
Filed 2026-10-15
Apollon Financial, LLC
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$263.6K (+$61)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares2,028 from 1,106
Change+922 (+83%)
Value$261.7K (+$119.0K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares1,920 from 1,919
Change+1 (+0%)
Value$247.7K (+$122)
Filed 2026-10-23
South Shore Capital Advisors
INCREASED
Shares1,833 from 1,749
Change+84 (+5%)
Value$236.5K (+$10.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares1,820 from 1,798
Change+22 (+1%)
Value$240.0K (+$6.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares1,820 from 1,798
Change+22 (+1%)
Value$240.0K (+$6.0K)
Filed 2026-10-20
Sloy Dahl & Holst, LLC
NEW
Shares1,801
Change+1,801
Value$232.4K
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares1,771 from 1,733
Change+38 (+2%)
Value$228.5K (+$4.8K)
Filed 2026-11-06
International Assets Investment Management, LLC
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$224.8K (-$122)
Filed 2026-11-02
Harbor Asset Planning, Inc.
INCREASED
Shares1,663 from 1,657
Change+6 (+0%)
Value$214.6K (+$878)
Filed 2026-10-23
Letson Investment Management, Inc.
NEW
Shares1,576
Change+1,576
Value$203.4K
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares1,560 from 1,554
Change+6 (+0%)
Value$203.2K (+$147)
Filed 2026-10-08
Vise Technologies, Inc.
DECREASED
Shares1,559 from 1,853
Change-294 (-16%)
Value$201.2K (-$37.9K)
Filed 2026-10-29
Spire Wealth Management
DECREASED
Shares773 from 793
Change-20 (-3%)
Value$99.8K (-$2.6K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$98.9K (+$23)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares753 from 759
Change-6 (-1%)
Value$97.2K (-$751)
Filed 2026-11-04
United Community Bank
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$71.6K (+$17)
Filed 2026-10-28
Archer Investment Corp
INCREASED
Shares485 from 405
Change+80 (+20%)
Value$62.6K (+$10.3K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$62.1K (+$14)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares391 from 379
Change+12 (+3%)
Value$50.5K (+$1.6K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares324 from 322
Change+2 (+1%)
Value$41.8K (+$171)
Filed 2026-10-16
Citigroup Inc
NEW
Shares264
Change+264
Value$34.1K
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares200
Change+200
Value$25.8K
Filed 2026-10-27
Biltmore Family Office, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$17.9K (+$4)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares80 from 10
Change+70 (+700%)
Value$10.3K (+$9.0K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares45 from 39
Change+6 (+15%)
Value$5.8K (+$775)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$4.8K (+$1)
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.0K (+$1)
Filed 2026-10-08
KPP Advisory Services LLC
CLOSED
Shares0 from 54,405
Change-54,405 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-26
Foronjy Financial LLC
CLOSED
Shares0 from 1,909
Change-1,909 (-100%)
Value$0 (-$246.2K)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 1,802
Change-1,802 (-100%)
Value$0 (-$232.5K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$51.6K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 1,069,858
Change-1,069,858 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 781,550
Change-781,550 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 638,963
Change-638,963 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 522,810
Change-522,810 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 522,262
Change-522,262 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 395,132
Change-395,132 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 359,357
Change-359,357 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 257,710
Change-257,710 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 232,199
Change-232,199 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 189,430
Change-189,430 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 157,710
Change-157,710 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 157,623
Change-157,623 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 157,285
Change-157,285 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 152,334
Change-152,334 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 146,007
Change-146,007 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 133,882
Change-133,882 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 116,756
Change-116,756 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 96,380
Change-96,380 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 71,578
Change-71,578 (-100%)
Value—
UBS Group AG
N/A
Shares— from 66,683
Change-66,683 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 57,360
Change-57,360 (-100%)
Value—
&partners
N/A
Shares— from 55,957
Change-55,957 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 55,697
Change-55,697 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 55,372
Change-55,372 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 50,977
Change-50,977 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,254
Change-50,254 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 47,991
Change-47,991 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 47,736
Change-47,736 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 44,950
Change-44,950 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 39,897
Change-39,897 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,904
Change-38,904 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 35,451
Change-35,451 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 35,228
Change-35,228 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,425
Change-29,425 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 29,272
Change-29,272 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 26,674
Change-26,674 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,997
Change-20,997 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 20,249
Change-20,249 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 18,232
Change-18,232 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,411
Change-17,411 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,332
Change-17,332 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 16,709
Change-16,709 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,545
Change-16,545 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 16,285
Change-16,285 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 15,801
Change-15,801 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,072
Change-15,072 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,036
Change-15,036 (-100%)
Value—
Blair William & Co
N/A
Shares— from 14,478
Change-14,478 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 12,714
Change-12,714 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,422
Change-12,422 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,322
Change-12,322 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 11,685
Change-11,685 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,406
Change-11,406 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 11,054
Change-11,054 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,036
Change-11,036 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 10,829
Change-10,829 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,513
Change-10,513 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,374
Change-9,374 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,306
Change-9,306 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,954
Change-8,954 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,925
Change-8,925 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,742
Change-7,742 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,019
Change-7,019 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,778
Change-6,778 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,363
Change-6,363 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 6,041
Change-6,041 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 958
Change-958 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 790
Change-790 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 281
Change-281 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 222
Change-222 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 99
Change-99 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 80
Change-80 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 50
Change-50 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED2,104,9892,001,311+103,678+5%$258.2M$271.6M+$13.4M2026-11-06
Reicon Wealth Advisors, LLC
INCREASED401,690349,630+52,060+15%$45.1M$51.8M+$6.7M2026-11-04
Bond & Devick Financial Network, Inc.
DECREASED319,112319,663-5510%$41.2M$41.2M-$61.5K2026-10-23
Altus Wealth Management, LLC
INCREASED318,394313,710+4,684+1%$40.5M$41.1M+$613.9K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED288,976181,975+107,001+59%$23.5M$37.3M+$13.8M2026-11-02
Thrivent Financial for Lutherans
DECREASED220,153221,316-1,163-1%$28.6M$28.4M-$142.0K2026-11-05
Prentice Wealth Management LLC
INCREASED143,064142,645+419+0%$18.4M$18.5M+$58.4K2026-10-20
Commonwealth Equity Services, LLC
INCREASED141,339126,024+15,315+12%$16.3M$18.2M+$2.0M2026-11-02
Schorn Wealth LLC
INCREASED140,909138,770+2,139+2%$17.9M$18.2M+$280.2K2026-10-14
YHB Investment Advisors, Inc.
INCREASED110,17990,021+20,158+22%$11.6M$14.2M+$2.6M2026-10-08
Forza Wealth Management, LLC
INCREASED98,77284,287+14,485+17%$10.9M$12.7M+$1.9M2026-10-20
Truist Financial Corp
INCREASED89,34386,061+3,282+4%$11.1M$11.5M+$426.1K2026-10-30
Saxon Interests, Inc.
INCREASED80,32479,387+937+1%$10.2M$10.4M+$123.3K2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED57,56369,209-11,646-17%$9.0M$7.5M-$1.5M2026-10-13
Merit Financial Group, LLC
DECREASED55,99556,517-522-1%$7.3M$7.2M-$65.6K2026-11-06
Fifth Third Securities, Inc.
INCREASED53,77053,357+413+1%$6.9M$6.9M+$54.9K2026-10-21
Kestra Advisory Services, LLC
INCREASED46,52940,270+6,259+16%$5.2M$6.0M+$809.0K2026-11-02
Able Wealth Management LLC
DECREASED42,95443,169-2150%$5.6M$5.6M+$16.5K2026-10-13
Paradigm, Strategies in Wealth Management, LLC
INCREASED38,00015,610+22,390+143%$2.0M$4.9M+$2.9M2026-10-16
Planning Strategies Inc.
INCREASED33,90930,222+3,687+12%$3.9M$4.4M+$476.7K2026-10-02
Signature Estate & Investment Advisors LLC
INCREASED31,66731,254+413+1%$4.0M$4.1M+$54.3K2026-10-13
First National Trust Co
DECREASED27,89328,005-1120%$3.6M$3.6M-$13.6K2026-10-28
Steele Capital Management, Inc.
DECREASED26,68926,797-1080%$3.5M$3.4M-$13.1K2026-11-02
Redw Wealth LLC
INCREASED25,91425,261+653+3%$3.3M$3.3M+$85.0K2026-11-02
National Wealth Management Group, LLC
DECREASED22,13022,436-306-1%$2.9M$2.9M-$38.8K2026-10-26
Patten & Patten Inc
INCREASED19,83218,660+1,172+6%$2.4M$2.6M+$151.8K2026-10-26
Bank of New York Mellon Corp
INCREASED18,29514,282+4,013+28%$1.8M$2.4M+$518.2K2026-11-05
Park Avenue Securities LLC
DECREASED14,10714,112-50%$1.8M$1.8M$02026-10-26
Prospera Financial Services Inc
INCREASED13,20312,141+1,062+9%$1.6M$1.7M+$178.2K2026-11-04
Lodestar Private Asset Management LLC
NEW12,719—+12,719——$1.6M—2026-10-26
Creative Financial Designs Inc
DECREASED12,10119,479-7,378-38%$2.5M$1.6M-$951.6K2026-11-04
Chicago Partners Investment Group LLC
INCREASED11,8708,489+3,381+40%$1.1M$1.6M+$472.6K2026-10-27
Perryman Financial Advisory Inc
INCREASED11,29810,421+877+8%$1.3M$1.5M+$113.4K2026-10-16
Fifth Third Bancorp
DECREASED9,91210,185-273-3%$1.3M$1.3M-$35.0K2026-11-05
SeaCrest Wealth Management, LLC
INCREASED9,2999,039+260+3%$1.2M$1.2M+$33.8K2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED9,2009,20000%$1.2M$1.2M+$2762026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED8,85618,852-9,996-53%$2.4M$1.1M-$1.3M2026-10-07
Carnegie Investment Counsel
INCREASED8,6948,686+8+0%$1.1M$1.1M+$1.2K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED8,1697,798+371+5%$1.0M$1.1M+$48.2K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED7,9828,668-686-8%$1.1M$1.0M-$88.2K2026-10-23
Allegheny Financial Group
INCREASED7,4307,401+29+0%$955.0K$958.9K+$3.9K2026-11-05
Michels Family Financial, LLC
INCREASED7,2056,171+1,034+17%$796.2K$929.9K+$133.6K2026-11-02
Nations Financial Group Inc,
DECREASED6,9707,603-633-8%$981.0K$899.5K-$81.5K2026-11-05
US Bancorp \de\
DECREASED6,8479,395-2,548-27%$1.2M$883.6K-$328.6K2026-11-05
Clear Harbor Asset Management, LLC
INCREASED6,0215,446+575+11%$702.6K$777.0K+$74.4K2026-11-05
Destiny Wealth Partners, LLC
NEW6,010—+6,010——$795.3K—2026-11-05
HUB Investment Partners, LLC
DECREASED5,7255,853-128-2%$755.2K$738.8K-$16.4K2026-11-03
Winthrop Capital Management, LLC
DECREASED5,1035,382-279-5%$694.0K$658.5K-$35.5K2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED4,5594,635-76-2%$598.1K$588.3K-$9.7K2026-10-26
QTR Family Wealth, LLC
DECREASED4,3454,390-45-1%$566.4K$560.7K-$5.7K2026-11-02
Founders Financial Securities LLC
INCREASED4,0402,483+1,557+63%$320.4K$521.4K+$201.0K2026-10-28
Ullmann Wealth Partners Group, LLC
DECREASED3,8324,110-278-7%$530.3K$494.5K-$35.8K2026-11-02
D.A. Davidson & Co.
UNCHANGED3,7833,78300%$488.1K$488.2K+$1132026-10-28
Elevation Point Wealth Partners, LLC
UNCHANGED3,4143,41400%$440.5K$440.6K+$1032026-11-05
Carolina Wealth Management Inc
INCREASED3,3513,349+2+0%$432.1K$432.4K+$3652026-10-29
Uniting Wealth Partners, LLC
UNCHANGED3,1923,19200%$411.8K$411.9K+$962026-11-06
Princeton Global Asset Management LLC
DECREASED3,1913,204-130%$413.4K$411.8K-$1.6K2026-10-21
Focus Financial Network, Inc.
INCREASED3,1073,103+4+0%$400.3K$401.0K+$6532026-10-14
StoneX Group Inc.
DECREASED2,9587,431-4,473-60%$958.3K$381.7K-$576.6K2026-11-03
Farther Finance Advisors, LLC
INCREASED2,9202,843+77+3%$366.8K$376.8K+$10.0K2026-10-08
Brighton Jones LLC
DECREASED2,6843,194-510-16%$412.1K$346.4K-$65.7K2026-11-03
Brookstone Capital Management
INCREASED2,6112,225+386+17%$287.1K$337.0K+$49.9K2026-10-22
USAdvisors Wealth Management, LLC
INCREASED2,5752,547+28+1%$328.0K$332-$327.7K2026-10-21
Wedbush Securities Inc
DECREASED2,4203,070-650-21%$396.0K$312-$395.7K2026-10-22
Keybank National Association
INCREASED2,1951,751+444+25%$225.9K$283.3K+$57.4K2026-11-04
ATX Financial Planning, LLC
UNCHANGED2,1202,12000%$273.5K$273.6K+$642026-10-14
RFG Advisory, LLC
DECREASED2,1183,235-1,117-35%$417.4K$273.3K-$144.1K2026-11-03
Atria Investments, Inc
NEW2,067—+2,067——$266.7K—2026-10-15
Apollon Financial, LLC
UNCHANGED2,0432,04300%$263.6K$263.6K+$612026-10-23
IFP Advisors, Inc
INCREASED2,0281,106+922+83%$142.7K$261.7K+$119.0K2026-10-16
Sigma Planning Corp
INCREASED1,9201,919+1+0%$247.6K$247.7K+$1222026-10-23
South Shore Capital Advisors
INCREASED1,8331,749+84+5%$225.6K$236.5K+$10.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED1,8201,798+22+1%$234.1K$240.0K+$6.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED1,8201,798+22+1%$234.1K$240.0K+$6.0K2026-10-20
Sloy Dahl & Holst, LLC
NEW1,801—+1,801——$232.4K—2026-10-14
Level Four Advisory Services, LLC
INCREASED1,7711,733+38+2%$223.7K$228.5K+$4.8K2026-11-06
International Assets Investment Management, LLC
UNCHANGED1,7401,74000%$225.0K$224.8K-$1222026-11-02
Harbor Asset Planning, Inc.
INCREASED1,6631,657+6+0%$213.7K$214.6K+$8782026-10-23
Letson Investment Management, Inc.
NEW1,576—+1,576——$203.4K—2026-11-05
Apella Capital, LLC
INCREASED1,5601,554+6+0%$203.1K$203.2K+$1472026-10-08
Vise Technologies, Inc.
DECREASED1,5591,853-294-16%$239.1K$201.2K-$37.9K2026-10-29
Spire Wealth Management
DECREASED773793-20-3%$102.3K$99.8K-$2.6K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED76676600%$98.8K$98.9K+$232026-10-21
EverSource Wealth Advisors, LLC
DECREASED753759-6-1%$97.9K$97.2K-$7512026-11-04
United Community Bank
UNCHANGED55555500%$71.6K$71.6K+$172026-10-28
Archer Investment Corp
INCREASED485405+80+20%$52.3K$62.6K+$10.3K2026-11-05
Private Trust Co NA
UNCHANGED48148100%$62.1K$62.1K+$142026-10-20
PNC Financial Services Group, Inc.
INCREASED391379+12+3%$48.9K$50.5K+$1.6K2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED324322+2+1%$41.6K$41.8K+$1712026-10-16
Citigroup Inc
NEW264—+264——$34.1K—2026-11-04
Latitude Advisors, LLC
NEW200—+200——$25.8K—2026-10-27
Biltmore Family Office, LLC
UNCHANGED13913900%$17.9K$17.9K+$42026-11-03
Clearstead Advisors, LLC
INCREASED8010+70+700%$1.3K$10.3K+$9.0K2026-11-06
Assetmark, Inc
INCREASED4539+6+15%$5.0K$5.8K+$7752026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED373700%$4.8K$4.8K+$12026-10-14
CoreCap Advisors, LLC
UNCHANGED232300%$3.0K$3.0K+$12026-10-08
KPP Advisory Services LLC
CLOSED054,405-54,405-100%$7.0M$0-$7.0M2026-10-26
Foronjy Financial LLC
CLOSED01,909-1,909-100%$246.2K$0-$246.2K2026-10-14
KMG Fiduciary Partners, LLC
CLOSED01,802-1,802-100%$232.5K$0-$232.5K2026-10-14
Institute for Wealth Management, Llc.
CLOSED0400-400-100%$51.6K$0-$51.6K2026-11-06
LifeSteps Financial, Inc.
CLOSED068-68-100%$8.8K$0-$8.8K2026-10-15
Envestnet Asset Management Inc
N/A—1,069,858-1,069,858-100%$138.0M———
Morgan Stanley
N/A—781,550-781,550-100%$100.8M———
Cetera Investment Advisers
N/A—638,963-638,963-100%$82.4M———
Ameriprise Financial Inc
N/A—522,810-522,810-100%$67.4M———
Osaic Holdings, Inc.
N/A—522,262-522,262-100%$67.4M———
Jones Financial Companies Lllp
N/A—395,132-395,132-100%$50.8M———
Bank of America Corp
N/A—359,357-359,357-100%$46.4M———
Raymond James Financial Inc
N/A—257,710-257,710-100%$33.2M———
Private Advisor Group, LLC
N/A—232,199-232,199-100%$30.0M———
NewEdge Advisors, LLC
N/A—189,430-189,430-100%$24.4M———
CM Wealth Advisors LLC
N/A—157,710-157,710-100%$20.3M———
EP Wealth Advisors, LLC
N/A—157,623-157,623-100%$20.3M———
RFP Financial Group LLC
N/A—157,285-157,285-100%$20.3M———
Stifel Financial Corp
N/A—152,334-152,334-100%$19.7M———
Goldman Sachs Group Inc
N/A—146,007-146,007-100%$18.8M———
Northwestern Mutual Wealth Management Co
N/A—133,882-133,882-100%$17.3M———
Principal Securities, Inc.
N/A—116,756-116,756-100%$15.1M———
Argent Advisors, Inc.
N/A—96,380-96,380-100%$12.4M———
Royal Bank of Canada
N/A—71,578-71,578-100%$9.2M———
UBS Group AG
N/A—66,683-66,683-100%$8.6M———
Advisory Services Network, LLC
N/A—57,360-57,360-100%$7.4M———
&partners
N/A—55,957-55,957-100%$7.3M———
Integrated Wealth Concepts LLC
N/A—55,697-55,697-100%$7.2M———
MML Investors Services, LLC
N/A—55,372-55,372-100%$7.1M———
Rothschild Wealth LLC
N/A—50,977-50,977-100%$6.6M———
Equitable Holdings, Inc.
N/A—50,254-50,254-100%$6.5M———
Highview Capital Management LLC
N/A—47,991-47,991-100%$6.2M———
PCG Wealth Advisors, LLC
N/A—47,736-47,736-100%$6.2M———
Sykon Capital LLC
N/A—44,950-44,950-100%$5.8M———
Columbia River Financial Group, LLC
N/A—39,897-39,897-100%$5.1M———
Janney Montgomery Scott LLC
N/A—38,904-38,904-100%$5.0M———
Stratos Wealth Partners, Ltd.
N/A—35,451-35,451-100%$4.6M———
Beck Capital Management, LLC
N/A—35,228-35,228-100%$4.5M———
JPMorgan Chase & Co
N/A—29,425-29,425-100%$3.8M———
Conscious Wealth Investments, LLC
N/A—29,272-29,272-100%$3.8M———
Foundations Investment Advisors, LLC
N/A—26,674-26,674-100%$3.4M———
Belpointe Asset Management LLC
N/A—20,997-20,997-100%$2.7M———
Vestmark Advisory Solutions, Inc.
N/A—20,249-20,249-100%$2.6M———
CoreFirst Bank & Trust
N/A—18,232-18,232-100%$2.4M———
Great Valley Advisor Group, Inc.
N/A—17,411-17,411-100%$2.2M———
Capital Analysts, LLC
N/A—17,332-17,332-100%$2.2M———
Thoroughbred Financial Services, LLC
N/A—16,709-16,709-100%$2.2M———
Kovack Advisors, Inc.
N/A—16,545-16,545-100%$2.1M———
Aptus Capital Advisors, LLC
N/A—16,285-16,285-100%$2.1M———
Private Capital Management, LLC
N/A—15,801-15,801-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—15,072-15,072-100%$1.9M———
Arkadios Wealth Advisors
N/A—15,036-15,036-100%$1.9M———
Blair William & Co
N/A—14,478-14,478-100%$1.9M———
Marshall Wace, LLP
N/A—12,714-12,714-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—12,422-12,422-100%$1.6M———
Susquehanna International Group, LLP
N/A—12,322-12,322-100%$1.6M———
Sovereign Financial Group, Inc.
N/A—11,685-11,685-100%$1.5M———
Regal Investment Advisors LLC
N/A—11,406-11,406-100%$1.5M———
PSI Advisors, LLC
N/A—11,054-11,054-100%$1.4M———
WCG Wealth Advisors LLC
N/A—11,036-11,036-100%$1.4M———
Goodwin Investment Advisory
N/A—10,829-10,829-100%$1.4M———
Jane Street Group, LLC
N/A—10,513-10,513-100%$1.4M———
Mariner, LLC
N/A—9,374-9,374-100%$1.2M———
HighTower Advisors, LLC
N/A—9,306-9,306-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—8,981-8,981-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—8,954-8,954-100%$1.2M———
Smith, Moore & Co.
N/A—8,925-8,925-100%$1.2M———
Gotham Asset Management, LLC
N/A—7,742-7,742-100%$998.9K———
Ameritas Advisory Services, LLC
N/A—7,019-7,019-100%$905.6K———
Wealthspire Advisors, LLC
N/A—6,778-6,778-100%$874.5K———
Qube Research & Technologies Ltd
N/A—6,363-6,363-100%$821.0K———
Balanced Wealth Group LLC
N/A—6,041-6,041-100%$779.5K———
GTS Securities LLC
N/A—5,515-5,515-100%$711.5K———
Zhang Financial LLC
N/A—5,429-5,429-100%$700.5K———
Sanctuary Advisors, LLC
N/A—4,964-4,964-100%$640.5K———
Mercer Global Advisors Inc
N/A—4,820-4,820-100%$621.9K———
FMR LLC
N/A—4,564-4,564-100%$588.9K———
HRT Financial LP
N/A—4,126-4,126-100%$532.0K———
Atlanta Consulting Group Advisors, LLC
N/A—4,095-4,095-100%$528.3K———
Avant Capital LLC
N/A—4,001-4,001-100%$516.1K———
Captrust Financial Advisors
N/A—3,914-3,914-100%$505.0K———
Blue Chip Partners, LLC
N/A—3,427-3,427-100%$442.2K———
Cahill Financial Advisors Inc
N/A—3,191-3,191-100%$411.7K———
Focus Partners Wealth
N/A—3,143-3,143-100%$405.6K———
Independent Advisor Alliance
N/A—2,863-2,863-100%$369.4K———
FLC Capital Advisors
N/A—2,800-2,800-100%$361.3K———
Orion Capital Management LLC
N/A—2,770-2,770-100%$357.4K———
Signal Tree Financial Partners LLC
N/A—2,710-2,710-100%$349.6K———
Wells Fargo & Company
N/A—2,672-2,672-100%$344.8K———
Fiduciary Financial Advisors
N/A—2,416-2,416-100%$311.9K———
LaSalle St. Investment Advisors, LLC
N/A—2,260-2,260-100%$291.6K———
Bradley Foster & Sargent Inc
N/A—1,996-1,996-100%$257.5K———
Thompson David Blair
N/A—1,728-1,728-100%$223.0K———
Quantinno Capital Management LP
N/A—1,722-1,722-100%$222.2K———
Nuveen, LLC
N/A—1,634-1,634-100%$210.8K———
Ankerstar Wealth, LLC
N/A—1,457-1,457-100%$188.0K———
BlackRock, Inc.
N/A—1,378-1,378-100%$177.8K———
Regatta Research & Money Management
N/A—1,163-1,163-100%$150.0K———
Nova Wealth Management, Inc.
N/A—958-958-100%$123.6K———
Brown Brothers Harriman & Co
N/A—790-790-100%$101.9K———
Graney & King, LLC
N/A—762-762-100%$98.3K———
Tanglewood Legacy Advisors, LLC
N/A—570-570-100%$73.5K———
BFC Planning, Inc.
N/A—328-328-100%$42.3K———
Ameritas Investment Partners, Inc.
N/A—281-281-100%$36.3K———
Tower Research Capital LLC (TRC)
N/A—222-222-100%$28.6K———
Providence Capital Advisors, LLC
N/A—111-111-100%$14.3K———
Vanguard Advisers Inc
N/A—99-99-100%$12.8K———
National Bank of Canada
N/A—80-80-100%$10.3K———
Harbour Investments, Inc.
N/A—55-55-100%$7.1K———
Federation des caisses Desjardins du Quebec
N/A—50-50-100%$6.5K———
HHM Wealth Advisors, LLC
N/A—50-50-100%$6.5K———
Kiker Wealth Management, LLC
N/A—46-46-100%$5.9K———
Basepoint Wealth LLC
N/A—00—$53———
Showing 209 of 209 institutions