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Invesco S&P International de (IDHQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,932,521 from 1,929,261
Change+3,260 (+0%)
Value$83.3M (-$978.4K)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares1,077,082 from 160,463
Change+916,619 (+571%)
Value$46.3M (+$39.3M)
Filed 2026-11-05
Berkeley, Inc
INCREASED
Shares676,287 from 664,929
Change+11,358 (+2%)
Value$29.2M (+$104.2K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares426,012 from 230,779
Change+195,233 (+85%)
Value$18.4M (+$8.3M)
Filed 2026-10-16
Integrated Capital Management, LLC
DECREASED
Shares376,873 from 377,231
Change-358 (0%)
Value$16.3M (-$234.2K)
Filed 2026-10-23
KWB Wealth
DECREASED
Shares340,589 from 542,925
Change-202,336 (-37%)
Value$14.7M (-$9.0M)
Filed 2026-10-16
Marks Group Wealth Management, Inc
DECREASED
Shares314,027 from 322,617
Change-8,590 (-3%)
Value$13.5M (-$557.6K)
Filed 2026-11-05
Elevated Financial Group LLC
INCREASED
Shares301,595 from 261,428
Change+40,167 (+15%)
Value$13.0M (+$1.6M)
Filed 2026-10-16
Heck Capital Advisors, LLC
INCREASED
Shares298,921 from 298,391
Change+530 (+0%)
Value$12.9M (-$150.2K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares282,309 from 127,962
Change+154,347 (+121%)
Value$12.2M (+$6.6M)
Filed 2026-11-02
BOS Asset Management, LLC
INCREASED
Shares246,776 from 239,408
Change+7,368 (+3%)
Value$10.6M (+$178.9K)
Filed 2026-10-09
Destiny Wealth Partners, LLC
INCREASED
Shares236,134 from 217,494
Change+18,640 (+9%)
Value$10.4M (+$916.4K)
Filed 2026-11-05
Well Done, LLC
UNCHANGED
Shares205,312 from 205,312
Change0 (0%)
Value$8.9M (-$119.1K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares153,130 from 154,725
Change-1,595 (-1%)
Value$6.6M (-$158.5K)
Filed 2026-11-04
Falcon Wealth Planning
DECREASED
Shares105,056 from 107,492
Change-2,436 (-2%)
Value$4.5M (-$167.4K)
Filed 2026-11-06
Councilor Wealth, LLC
NEW
Shares90,510
Change+90,510
Value$3.9M
Filed 2026-10-09
Truist Financial Corp
UNCHANGED
Shares77,555 from 77,555
Change0 (0%)
Value$3.3M (-$45.0K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares68,422 from 60,800
Change+7,622 (+13%)
Value$3.0M (+$293.5K)
Filed 2026-11-02
Breakwater Capital Group
DECREASED
Shares64,368 from 65,396
Change-1,028 (-2%)
Value$2.8M (-$82.3K)
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares56,588 from 54,062
Change+2,526 (+5%)
Value$2.4M (+$77.6K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares45,262 from 42,916
Change+2,346 (+5%)
Value$2.0M (+$90.1K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares44,415 from 44,753
Change-338 (-1%)
Value$1.9M (-$40.6K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares41,268 from 24,776
Change+16,492 (+67%)
Value$1.8M (+$696.9K)
Filed 2026-11-06
Lighthouse Wealth Management Inc.
INCREASED
Shares34,155 from 24,874
Change+9,281 (+37%)
Value$1.5M (+$385.9K)
Filed 2026-10-13
IFP Advisors, Inc
NEW
Shares25,286
Change+25,286
Value$1.1M
Filed 2026-10-16
Align Financial, LLC
DECREASED
Shares24,443 from 24,854
Change-411 (-2%)
Value$1.1M (-$32.1K)
Filed 2026-10-16
Compound Planning, Inc.
NEW
Shares23,235
Change+23,235
Value$1.0M
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares22,172 from 21,338
Change+834 (+4%)
Value$956.3K (+$23.6K)
Filed 2026-11-06
Unique Wealth Strategies, LLC
NEW
Shares21,886
Change+21,886
Value$956.7K
Filed 2026-10-13
Meridian Financial Advisors, LLC
INCREASED
Shares20,352 from 19,643
Change+709 (+4%)
Value$877.8K (+$19.2K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
NEW
Shares19,777
Change+19,777
Value$853.0K
Filed 2026-11-03
American Financial & TAX Strategies Inc
DECREASED
Shares19,364 from 20,761
Change-1,397 (-7%)
Value$835.2K (-$72.3K)
Filed 2026-10-16
OmniStar Financial Group, Inc.
DECREASED
Shares17,988 from 22,052
Change-4,064 (-18%)
Value$775.8K (-$188.1K)
Filed 2026-10-26
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares12,870 from 12,870
Change0 (0%)
Value$555.1K (-$7.5K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
NEW
Shares11,942
Change+11,942
Value$515.1K
Filed 2026-10-23
Daymark Wealth Partners, LLC
DECREASED
Shares11,785 from 12,428
Change-643 (-5%)
Value$508.3K (-$34.9K)
Filed 2026-11-04
Ballast Rock Private Wealth LLC
INCREASED
Shares11,037 from 10,345
Change+692 (+7%)
Value$476.0K (+$23.8K)
Filed 2026-10-26
Regions Financial Corp
UNCHANGED
Shares10,529 from 10,529
Change0 (0%)
Value$454.1K (-$6.1K)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED
Shares10,032 from 10,029
Change+3 (+0%)
Value$432.7K (-$5.7K)
Filed 2026-11-02
Fifth Third Securities, Inc.
DECREASED
Shares9,808 from 10,167
Change-359 (-4%)
Value$423.0K (-$21.4K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares9,707 from 5,656
Change+4,051 (+72%)
Value$418.6K (+$171.4K)
Filed 2026-11-02
Valued Retirements, Inc.
INCREASED
Shares9,372 from 7,555
Change+1,817 (+24%)
Value$404.2K (+$74.0K)
Filed 2026-11-06
Centerpoint Advisory Group
UNCHANGED
Shares8,347 from 8,347
Change0 (0%)
Value$360.0K (-$4.8K)
Filed 2026-10-23
Sterling Financial Planning, Inc.
INCREASED
Shares8,190 from 8,109
Change+81 (+1%)
Value$353.2K (-$1.2K)
Filed 2026-10-28
Absolute Capital Management, LLC
NEW
Shares7,797
Change+7,797
Value$336.3K
Filed 2026-10-16
Maia Wealth LLC
DECREASED
Shares7,437 from 7,836
Change-399 (-5%)
Value$320.8K (-$21.8K)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares6,834 from 5,292
Change+1,542 (+29%)
Value$295.0K (+$64.0K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares6,761 from 6,760
Change+1 (+0%)
Value$291.6K (-$3.9K)
Filed 2026-10-26
Secure Asset Management, LLC
INCREASED
Shares6,266 from 6,135
Change+131 (+2%)
Value$270.3K (+$2.1K)
Filed 2026-10-19
Retirement Planning Group, LLC
NEW
Shares6,037
Change+6,037
Value$260.4K
Filed 2026-10-19
Lakeside Advisors, Inc.
NEW
Shares6,000
Change+6,000
Value$258.8K
Filed 2026-10-20
Meitav Investment House LTD
DECREASED
Shares5,981 from 6,487
Change-506 (-8%)
Value$256.8K (-$25.8K)
Filed 2026-10-28
Matauro, LLC
DECREASED
Shares5,694 from 7,009
Change-1,315 (-19%)
Value$245.6K (-$60.8K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares5,316 from 5,788
Change-472 (-8%)
Value$229.3K (-$23.7K)
Filed 2026-10-13
Chemistry Wealth Management LLC
UNCHANGED
Shares5,075 from 5,075
Change0 (0%)
Value$218.9K (-$2.9K)
Filed 2026-10-16
Csenge Advisory Group
UNCHANGED
Shares4,683 from 4,683
Change0 (0%)
Value$202.0K (-$2.7K)
Filed 2026-11-04
TCP Asset Management, LLC
UNCHANGED
Shares4,648 from 4,648
Change0 (0%)
Value$202.2K (-$976)
Filed 2026-10-14
True Wealth Design, LLC
DECREASED
Shares4,641 from 4,768
Change-127 (-3%)
Value$200.2K (-$8.2K)
Filed 2026-10-13
Financial Perspectives, Inc
UNCHANGED
Shares4,220 from 4,220
Change0 (0%)
Value$182.0K (-$2.4K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares4,091 from 4,049
Change+42 (+1%)
Value$176.5K (-$513)
Filed 2026-10-08
Capital Advisors, Ltd. LLC
INCREASED
Shares3,946 from 3,810
Change+136 (+4%)
Value$170.0K (+$169.8K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares3,657 from 3,653
Change+4 (+0%)
Value$157.7K (-$1.7K)
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares2,917 from 3,804
Change-887 (-23%)
Value$125.8K (-$40.5K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares2,617 from 2,618
Change-1 (0%)
Value$112.9K (-$1.6K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares2,156 from 686
Change+1,470 (+214%)
Value$93.0K (+$63.0K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$90.6K (-$1.2K)
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares1,022 from 5,744
Change-4,722 (-82%)
Value$44.1K (-$207.0K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED
Shares955 from 1,280
Change-325 (-25%)
Value$41.2K (-$14.8K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$18.0K (-$242)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares389 from 138
Change+251 (+182%)
Value$16.8K (+$10.7K)
Filed 2026-10-22
Mather Group, Llc.
NEW
Shares341
Change+341
Value$14.7K
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$7.1K (-$96)
Filed 2026-10-27
Allworth Financial LP
NEW
Shares152
Change+152
Value$6.6K
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.3K (-$31)
Filed 2026-11-06
TBH Global Asset Management, LLC
CLOSED
Shares0 from 5,880
Change-5,880 (-100%)
Value$0 (-$257.0K)
Filed 2026-11-03
Sovran Advisors, LLC
CLOSED
Shares0 from 4,772
Change-4,772 (-100%)
Value$0 (-$207.1K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 4,526
Change-4,526 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 3,913
Change-3,913 (-100%)
Value$0 (-$171.0K)
Filed 2026-11-06
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,341,835
Change-1,341,835 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 830,442
Change-830,442 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 827,604
Change-827,604 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 682,386
Change-682,386 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 519,665
Change-519,665 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 515,296
Change-515,296 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 411,887
Change-411,887 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 244,324
Change-244,324 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 233,756
Change-233,756 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 230,478
Change-230,478 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 146,855
Change-146,855 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 141,784
Change-141,784 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 113,106
Change-113,106 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 94,855
Change-94,855 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 93,380
Change-93,380 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 90,548
Change-90,548 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 89,650
Change-89,650 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 58,864
Change-58,864 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 55,032
Change-55,032 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 53,221
Change-53,221 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,051
Change-41,051 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 37,942
Change-37,942 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 37,246
Change-37,246 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 35,100
Change-35,100 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,904
Change-30,904 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 28,039
Change-28,039 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 27,732
Change-27,732 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,744
Change-17,744 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 17,112
Change-17,112 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 17,107
Change-17,107 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 15,878
Change-15,878 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,032
Change-15,032 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 14,814
Change-14,814 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,631
Change-14,631 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 12,226
Change-12,226 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 12,066
Change-12,066 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 11,941
Change-11,941 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 10,732
Change-10,732 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 7,678
Change-7,678 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,329
Change-7,329 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 6,373
Change-6,373 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 641
Change-641 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 641
Change-641 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 617
Change-617 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 405
Change-405 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 152
Change-152 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 78
Change-78 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,932,5211,929,261+3,260+0%$84.3M$83.3M-$978.4K2026-11-06
Thrivent Financial for Lutherans
INCREASED1,077,082160,463+916,619+571%$7.0M$46.3M+$39.3M2026-11-05
Berkeley, Inc
INCREASED676,287664,929+11,358+2%$29.1M$29.2M+$104.2K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED426,012230,779+195,233+85%$10.1M$18.4M+$8.3M2026-10-16
Integrated Capital Management, LLC
DECREASED376,873377,231-3580%$16.5M$16.3M-$234.2K2026-10-23
KWB Wealth
DECREASED340,589542,925-202,336-37%$23.7M$14.7M-$9.0M2026-10-16
Marks Group Wealth Management, Inc
DECREASED314,027322,617-8,590-3%$14.1M$13.5M-$557.6K2026-11-05
Elevated Financial Group LLC
INCREASED301,595261,428+40,167+15%$11.4M$13.0M+$1.6M2026-10-16
Heck Capital Advisors, LLC
INCREASED298,921298,391+530+0%$13.0M$12.9M-$150.2K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED282,309127,962+154,347+121%$5.6M$12.2M+$6.6M2026-11-02
BOS Asset Management, LLC
INCREASED246,776239,408+7,368+3%$10.5M$10.6M+$178.9K2026-10-09
Destiny Wealth Partners, LLC
INCREASED236,134217,494+18,640+9%$9.5M$10.4M+$916.4K2026-11-05
Well Done, LLC
UNCHANGED205,312205,31200%$9.0M$8.9M-$119.1K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED153,130154,725-1,595-1%$6.8M$6.6M-$158.5K2026-11-04
Falcon Wealth Planning
DECREASED105,056107,492-2,436-2%$4.7M$4.5M-$167.4K2026-11-06
Councilor Wealth, LLC
NEW90,510—+90,510——$3.9M—2026-10-09
Truist Financial Corp
UNCHANGED77,55577,55500%$3.4M$3.3M-$45.0K2026-10-30
Commonwealth Equity Services, LLC
INCREASED68,42260,800+7,622+13%$2.7M$3.0M+$293.5K2026-11-02
Breakwater Capital Group
DECREASED64,36865,396-1,028-2%$2.9M$2.8M-$82.3K2026-10-09
Creative Financial Designs Inc
INCREASED56,58854,062+2,526+5%$2.4M$2.4M+$77.6K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED45,26242,916+2,346+5%$1.9M$2.0M+$90.1K2026-10-13
1900 Wealth Management LLC
DECREASED44,41544,753-338-1%$2.0M$1.9M-$40.6K2026-10-13
Merit Financial Group, LLC
INCREASED41,26824,776+16,492+67%$1.1M$1.8M+$696.9K2026-11-06
Lighthouse Wealth Management Inc.
INCREASED34,15524,874+9,281+37%$1.1M$1.5M+$385.9K2026-10-13
IFP Advisors, Inc
NEW25,286—+25,286——$1.1M—2026-10-16
Align Financial, LLC
DECREASED24,44324,854-411-2%$1.1M$1.1M-$32.1K2026-10-16
Compound Planning, Inc.
NEW23,235—+23,235——$1.0M—2026-11-05
Kestra Private Wealth Services, LLC
INCREASED22,17221,338+834+4%$932.7K$956.3K+$23.6K2026-11-06
Unique Wealth Strategies, LLC
NEW21,886—+21,886——$956.7K—2026-10-13
Meridian Financial Advisors, LLC
INCREASED20,35219,643+709+4%$858.6K$877.8K+$19.2K2026-10-14
Ashton Thomas Private Wealth, LLC
NEW19,777—+19,777——$853.0K—2026-11-03
American Financial & TAX Strategies Inc
DECREASED19,36420,761-1,397-7%$907.5K$835.2K-$72.3K2026-10-16
OmniStar Financial Group, Inc.
DECREASED17,98822,052-4,064-18%$963.9K$775.8K-$188.1K2026-10-26
McKinley Carter Wealth Services, Inc.
UNCHANGED12,87012,87000%$562.5K$555.1K-$7.5K2026-10-16
Kingswood Wealth Advisors, LLC
NEW11,942—+11,942——$515.1K—2026-10-23
Daymark Wealth Partners, LLC
DECREASED11,78512,428-643-5%$543.2K$508.3K-$34.9K2026-11-04
Ballast Rock Private Wealth LLC
INCREASED11,03710,345+692+7%$452.2K$476.0K+$23.8K2026-10-26
Regions Financial Corp
UNCHANGED10,52910,52900%$460.2K$454.1K-$6.1K2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED10,03210,029+3+0%$438.4K$432.7K-$5.7K2026-11-02
Fifth Third Securities, Inc.
DECREASED9,80810,167-359-4%$444.4K$423.0K-$21.4K2026-10-21
Kestra Advisory Services, LLC
INCREASED9,7075,656+4,051+72%$247.2K$418.6K+$171.4K2026-11-02
Valued Retirements, Inc.
INCREASED9,3727,555+1,817+24%$330.2K$404.2K+$74.0K2026-11-06
Centerpoint Advisory Group
UNCHANGED8,3478,34700%$364.8K$360.0K-$4.8K2026-10-23
Sterling Financial Planning, Inc.
INCREASED8,1908,109+81+1%$354.4K$353.2K-$1.2K2026-10-28
Absolute Capital Management, LLC
NEW7,797—+7,797——$336.3K—2026-10-16
Maia Wealth LLC
DECREASED7,4377,836-399-5%$342.5K$320.8K-$21.8K2026-10-19
Park Avenue Securities LLC
INCREASED6,8345,292+1,542+29%$231.0K$295.0K+$64.0K2026-10-26
Flagship Harbor Advisors, LLC
INCREASED6,7616,760+1+0%$295.5K$291.6K-$3.9K2026-10-26
Secure Asset Management, LLC
INCREASED6,2666,135+131+2%$268.2K$270.3K+$2.1K2026-10-19
Retirement Planning Group, LLC
NEW6,037—+6,037——$260.4K—2026-10-19
Lakeside Advisors, Inc.
NEW6,000—+6,000——$258.8K—2026-10-20
Meitav Investment House LTD
DECREASED5,9816,487-506-8%$282.7K$256.8K-$25.8K2026-10-28
Matauro, LLC
DECREASED5,6947,009-1,315-19%$306.3K$245.6K-$60.8K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED5,3165,788-472-8%$253.0K$229.3K-$23.7K2026-10-13
Chemistry Wealth Management LLC
UNCHANGED5,0755,07500%$221.8K$218.9K-$2.9K2026-10-16
Csenge Advisory Group
UNCHANGED4,6834,68300%$204.7K$202.0K-$2.7K2026-11-04
TCP Asset Management, LLC
UNCHANGED4,6484,64800%$203.2K$202.2K-$9762026-10-14
True Wealth Design, LLC
DECREASED4,6414,768-127-3%$208.4K$200.2K-$8.2K2026-10-13
Financial Perspectives, Inc
UNCHANGED4,2204,22000%$184.5K$182.0K-$2.4K2026-11-03
CoreCap Advisors, LLC
INCREASED4,0914,049+42+1%$177.0K$176.5K-$5132026-10-08
Capital Advisors, Ltd. LLC
INCREASED3,9463,810+136+4%$167$170.0K+$169.8K2026-10-27
Farther Finance Advisors, LLC
INCREASED3,6573,653+4+0%$159.4K$157.7K-$1.7K2026-10-08
Private Trust Co NA
DECREASED2,9173,804-887-23%$166.3K$125.8K-$40.5K2026-10-20
Parallel Advisors, LLC
DECREASED2,6172,618-10%$114.4K$112.9K-$1.6K2026-11-03
Fifth Third Bancorp
INCREASED2,156686+1,470+214%$30.0K$93.0K+$63.0K2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED2,1002,10000%$91.8K$90.6K-$1.2K2026-10-30
Cullen T Bankers, Inc.
DECREASED1,0225,744-4,722-82%$251.1K$44.1K-$207.0K2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED9551,280-325-25%$56.0K$41.2K-$14.8K2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED41841800%$18.3K$18.0K-$2422026-10-26
SBI Securities Co., Ltd.
INCREASED389138+251+182%$6.0K$16.8K+$10.7K2026-10-22
Mather Group, Llc.
NEW341—+341——$14.7K—2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED16516500%$7.2K$7.1K-$962026-10-27
Allworth Financial LP
NEW152—+152——$6.6K—2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED535300%$2.3K$2.3K-$312026-11-06
TBH Global Asset Management, LLC
CLOSED05,880-5,880-100%$257.0K$0-$257.0K2026-11-03
Sovran Advisors, LLC
CLOSED04,772-4,772-100%$207.1K$0-$207.1K2026-11-02
Legacy Wealth Partners, LLC
CLOSED04,526-4,526-100%$3.3M$0-$3.3M2026-10-15
Institute for Wealth Management, Llc.
CLOSED03,913-3,913-100%$171.0K$0-$171.0K2026-11-06
Northwestern Mutual Wealth Management Co
N/A—1,341,835-1,341,835-100%$58.7M———
Cedar Wealth Management, LLC
N/A—830,442-830,442-100%$36.3M———
WCG Wealth Advisors LLC
N/A—827,604-827,604-100%$36.2M———
Morgan Stanley
N/A—682,386-682,386-100%$29.8M———
Cetera Investment Advisers
N/A—519,665-519,665-100%$22.7M———
Osaic Holdings, Inc.
N/A—515,296-515,296-100%$22.5M———
Chaney Capital Management, Inc.
N/A—411,887-411,887-100%$18.0M———
Principal Securities, Inc.
N/A—244,324-244,324-100%$10.7M———
Bank of America Corp
N/A—233,756-233,756-100%$10.2M———
Raymond James Financial Inc
N/A—230,478-230,478-100%$10.1M———
Stifel Financial Corp
N/A—146,855-146,855-100%$6.4M———
EP Wealth Advisors, LLC
N/A—141,784-141,784-100%$6.2M———
Jones Financial Companies Lllp
N/A—113,106-113,106-100%$4.8M———
Royal Bank of Canada
N/A—94,855-94,855-100%$4.1M———
Leavell Investment Management, Inc.
N/A—93,380-93,380-100%$4.1M———
JPMorgan Chase & Co
N/A—90,548-90,548-100%$3.9M———
Envestnet Asset Management Inc
N/A—89,650-89,650-100%$3.9M———
Jane Street Group, LLC
N/A—58,864-58,864-100%$2.6M———
Sanctuary Advisors, LLC
N/A—55,032-55,032-100%$2.4M———
Legacy Financial Advisors, Inc.
N/A—53,221-53,221-100%$2.3M———
Steward Partners Investment Advisory, LLC
N/A—41,051-41,051-100%$1.8M———
NorthStar Asset Management LLC
N/A—37,942-37,942-100%$1.7M———
Perspective Wealth Advisors LLC
N/A—37,246-37,246-100%$1.6M———
Wealth High Governance Asset Management Ltda.
N/A—35,100-35,100-100%$1.5M———
Private Advisor Group, LLC
N/A—30,904-30,904-100%$1.4M———
Interactive Financial Advisors, Inc.
N/A—28,039-28,039-100%$1.2M———
Octavia Wealth Advisors, LLC
N/A—27,732-27,732-100%$1.2M———
HighTower Advisors, LLC
N/A—17,744-17,744-100%$775.6K———
MAI Capital Management
N/A—17,112-17,112-100%$748.0K———
New Insight Wealth Advisors
N/A—17,107-17,107-100%$747.7K———
CIBC World Market Inc.
N/A—15,878-15,878-100%$694.0K———
MML Investors Services, LLC
N/A—15,032-15,032-100%$657.0K———
Cerity Partners LLC
N/A—14,814-14,814-100%$648.0K———
Equitable Holdings, Inc.
N/A—14,631-14,631-100%$639.5K———
Marshall Wace, LLP
N/A—12,226-12,226-100%$534.4K———
Madison Wealth Partners, Inc
N/A—12,066-12,066-100%$527.4K———
Paladin Advisory Group, LLC
N/A—11,941-11,941-100%$521.9K———
Cascades Capital Asset Management, LLC
N/A—10,732-10,732-100%$469.1K———
Mariner, LLC
N/A—8,975-8,975-100%$392.3K———
Avise Financial Cooperative, Inc.
N/A—7,678-7,678-100%$335.6K———
FMR LLC
N/A—7,329-7,329-100%$320.4K———
Delta Investment Management, LLC
N/A—6,373-6,373-100%$278.6K———
HighPoint Advisor Group LLC
N/A—5,627-5,627-100%$246.0K———
Gateway Wealth Partners, LLC
N/A—5,066-5,066-100%$221.5K———
IMA Advisory Services, Inc.
N/A—3,313-3,313-100%$144.8K———
Global Retirement Partners, LLC
N/A—2,546-2,546-100%$111.3K———
Medallion Wealth Advisors, LLC
N/A—1,743-1,743-100%$163.9K———
Front Row Advisors LLC
N/A—1,092-1,092-100%$49.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—641-641-100%$28.0K———
BFC Planning, Inc.
N/A—641-641-100%$28.0K———
Harbour Investments, Inc.
N/A—617-617-100%$27.0K———
Strive Financial Group,LLC
N/A—537-537-100%$23.5K———
PlanVest Financial, Inc
N/A—405-405-100%$17.7K———
Aptus Capital Advisors, LLC
N/A—297-297-100%$13.0K———
Geneos Wealth Management Inc.
N/A—155-155-100%$6.8K———
Logan Capital Management Inc
N/A—152-152-100%$6.6K———
C M Bidwell & Associates LTD
N/A—78-78-100%$3.4K———
Keating Financial Advisory Services, Inc.
N/A—64-64-100%$2.8K———
Wells Fargo & Company
N/A—1-1-100%$34———
Showing 137 of 137 institutions