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Invesco S&P Global Water IND (CGW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Weatherly Asset Management L. P.
INCREASED
Shares400,848 from 400,837
Change+11 (0%)
Value$25.0M (-$1.4M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares105,996 from 105,718
Change+278 (+0%)
Value$6.6M (-$341.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares94,709 from 100,763
Change-6,054 (-6%)
Value$5.9M (-$719.0K)
Filed 2026-11-02
Baron Financial Group, LLC
DECREASED
Shares82,603 from 82,725
Change-122 (0%)
Value$5.1M (-$288.0K)
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
DECREASED
Shares53,266 from 56,412
Change-3,146 (-6%)
Value$3.3M (-$387.3K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares41,018 from 40,163
Change+855 (+2%)
Value$2.6M (-$82.9K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares32,688 from 32,408
Change+280 (+1%)
Value$2.0M (-$92.4K)
Filed 2026-11-04
Lynx Investment Advisory
INCREASED
Shares30,089 from 25,625
Change+4,464 (+17%)
Value$1.9M (+$191.4K)
Filed 2026-10-27
FIG Financial Advisory Services Inc
INCREASED
Shares27,964 from 24,216
Change+3,748 (+15%)
Value$1.7M (+$151.5K)
Filed 2026-10-07
Meridian Wealth Management, LLC
UNCHANGED
Shares21,742 from 21,742
Change0 (0%)
Value$1.4M (-$73.7K)
Filed 2026-11-05
Prism Advisors, Inc.
DECREASED
Shares20,890 from 20,990
Change-100 (0%)
Value$1.3M (-$50.0K)
Filed 2026-10-09
US Bancorp \de\
UNCHANGED
Shares17,134 from 17,134
Change0 (0%)
Value$1.1M (-$58.1K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares16,406 from 15,336
Change+1,070 (+7%)
Value$1.0M (+$31.4K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares15,005 from 15,223
Change-218 (-1%)
Value$935.4K (-$65.2K)
Filed 2026-11-05
Phoenix Wealth Advisors
DECREASED
Shares14,421 from 14,770
Change-349 (-2%)
Value$899.0K (-$71.8K)
Filed 2026-11-03
Allodium Investment Consultants, LLC
INCREASED
Shares14,304 from 13,068
Change+1,236 (+9%)
Value$891.7K (+$32.8K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,101 from 10,257
Change+844 (+8%)
Value$706.6K (+$33.8K)
Filed 2026-10-13
Wealth Advisory Team LLC
UNCHANGED
Shares10,443 from 10,443
Change0 (0%)
Value$651.0K (-$35.4K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares9,518 from 10,311
Change-793 (-8%)
Value$593.3K (-$84.4K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares9,206 from 9,376
Change-170 (-2%)
Value$573.9K (-$42.4K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares9,187 from 20,085
Change-10,898 (-54%)
Value$572.7K (-$747.5K)
Filed 2026-10-22
Middleton & Co Inc
UNCHANGED
Shares8,418 from 8,418
Change0 (0%)
Value$524.8K (-$28.5K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares8,208 from 8,071
Change+137 (+2%)
Value$511.7K (-$18.8K)
Filed 2026-10-08
Verity Asset Management, Inc.
NEW
Shares7,888
Change+7,888
Value$491.7K
Filed 2026-10-30
TPG Advisors LLC
INCREASED
Shares7,878 from 7,473
Change+405 (+5%)
Value$491.1K (-$85)
Filed 2026-10-16
New England Private Wealth Advisors LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$467.6K (-$25.4K)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares7,009 from 7,009
Change0 (0%)
Value$436.9K (-$23.8K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares6,936
Change+6,936
Value$433.3K
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares6,883 from 6,583
Change+300 (+5%)
Value$429.1K (-$3.6K)
Filed 2026-11-03
VestGen Advisors, LLC
UNCHANGED
Shares6,520 from 6,520
Change0 (0%)
Value$406.5K (-$22.1K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares5,980 from 6,254
Change-274 (-4%)
Value$373.2K (-$37.9K)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
UNCHANGED
Shares5,746 from 5,746
Change0 (0%)
Value$358.2K (-$19.5K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$352.2K (-$19.2K)
Filed 2026-10-14
Trust Point Inc.
NEW
Shares5,612
Change+5,612
Value$349.9K
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares5,285 from 5,103
Change+182 (+4%)
Value$329.5K (-$6.0K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$317.9K (-$17.3K)
Filed 2026-10-22
Nations Financial Group Inc,
DECREASED
Shares5,034 from 5,634
Change-600 (-11%)
Value$313.8K (-$56.5K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares4,994 from 4,994
Change0 (0%)
Value$311.3K (-$16.9K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares4,730
Change+4,730
Value$294.9K
Filed 2026-10-21
Washington Trust Advisors, Inc.
DECREASED
Shares4,493 from 4,679
Change-186 (-4%)
Value$280.1K (-$27.5K)
Filed 2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares4,317 from 4,317
Change0 (0%)
Value$269.1K (-$14.6K)
Filed 2026-10-15
Castle Rock Wealth Management, LLC
DECREASED
Shares4,217 from 5,150
Change-933 (-18%)
Value$270.0K (-$66.7K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
DECREASED
Shares4,030 from 4,144
Change-114 (-3%)
Value$251.2K (-$21.1K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$249.4K (-$13.6K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares3,840 from 3,940
Change-100 (-3%)
Value$239.4K (-$19.6K)
Filed 2026-11-05
Concord Wealth Partners
DECREASED
Shares3,596 from 3,624
Change-28 (-1%)
Value$224.2K (-$14.0K)
Filed 2026-11-02
Lido Advisors, LLC
NEW
Shares3,545
Change+3,545
Value$221.0K
Filed 2026-11-04
Choreo, LLC
UNCHANGED
Shares3,319 from 3,319
Change0 (0%)
Value$206.9K (-$11.3K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares3,285 from 2,905
Change+380 (+13%)
Value$203.3K (+$13.8K)
Filed 2026-10-16
Accurate Wealth Management, LLC
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$208.3K (-$5.5K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,584 from 2,275
Change+309 (+14%)
Value$161.6K (+$11.5K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares2,539 from 2,391
Change+148 (+6%)
Value$158.3K (+$1.1K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares2,071 from 2,071
Change0 (0%)
Value$129.1K (-$7.0K)
Filed 2026-10-27
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$104.2K (-$5.7K)
Filed 2026-10-28
Versant Capital Management, Inc
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$78.9K (-$4.3K)
Filed 2026-10-02
Monetary Solutions, Ltd
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$78.1K (-$4.2K)
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$68.6K (-$3.7K)
Filed 2026-11-03
United Community Bank
DECREASED
Shares1,075 from 1,275
Change-200 (-16%)
Value$67.0K (-$16.8K)
Filed 2026-10-28
United Financial Planning Group LLC
NEW
Shares1,060
Change+1,060
Value$66.1K
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$61.0K (-$3.3K)
Filed 2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$60.6K (-$3.3K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares793 from 786
Change+7 (+1%)
Value$49.4K (-$2.2K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$47.8K (-$2.6K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$39.4K (-$2.1K)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares618
Change+618
Value$38.5K
Filed 2026-10-27
Friedenthal Financial
NEW
Shares600
Change+600
Value$37.4K
Filed 2026-10-27
Hanson & Doremus Investment Management
INCREASED
Shares599 from 534
Change+65 (+12%)
Value$37 (-$35.0K)
Filed 2026-10-16
John Boyer, Inc.
NEW
Shares524
Change+524
Value$32.7K
Filed 2026-10-27
Legacy Bridge, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$31.2K (-$1.7K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$28.2K (-$1.5K)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$26.5K (-$1.4K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$25.6K (-$1.4K)
Filed 2026-10-05
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$24.9K (-$1.4K)
Filed 2026-10-30
Carolina Wealth Advisors, LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$24.6K (-$1.3K)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$18.4K (-$1.0K)
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$16.5K (-$898)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$12.5K (-$681)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.5K (-$678)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$12.3K (-$672)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$11.9K (-$648)
Filed 2026-10-23
Golden State Wealth Management, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$11.8K (-$641)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$9.8K (-$530)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.4K (-$509)
Filed 2026-10-13
Sage Mountain Advisors LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$9.2K (-$498)
Filed 2026-11-02
Archer Investment Corp
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$8.4K (-$458)
Filed 2026-11-05
Costello Asset Management, Inc
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$8.4K (-$456)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$8.1K (-$441)
Filed 2026-10-21
AlphaCore Capital LLC
NEW
Shares100
Change+100
Value$6.2K
Filed 2026-11-04
Pflug Koory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.2K (-$339)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares64 from 50
Change+14 (+28%)
Value$4.0K (+$703)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares58
Change+58
Value$3.7K
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$3.5K (-$190)
Filed 2026-10-27
Laurel Wealth Advisors LLC
NEW
Shares55
Change+55
Value$3.4K
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.3K (-$123)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.9K (-$102)
Filed 2026-11-02
Trust Co
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$499 (-$27)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 4,441
Change-4,441 (-100%)
Value$0 (-$291.9K)
Filed 2026-11-05
Greenspring Advisors, LLC
CLOSED
Shares0 from 4,234
Change-4,234 (-100%)
Value$0 (-$278.3K)
Filed 2026-11-05
Mission Wealth Management, LP
CLOSED
Shares0 from 3,844
Change-3,844 (-100%)
Value$0 (-$252.7K)
Filed 2026-10-15
RFG Advisory, LLC
CLOSED
Shares0 from 3,263
Change-3,263 (-100%)
Value$0 (-$214.5K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 3,151
Change-3,151 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,142
Change-2,142 (-100%)
Value$0 (-$140.0K)
Filed 2026-11-02
TD Private Client Wealth LLC
CLOSED
Shares0 from 1,715
Change-1,715 (-100%)
Value$0 (-$112.7K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,171
Change-1,171 (-100%)
Value$0 (-$77.0K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$67.4K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$65.7K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 467
Change-467 (-100%)
Value$0 (-$30.7K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 1,030,712
Change-1,030,712 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 510,148
Change-510,148 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 507,320
Change-507,320 (-100%)
Value—
UBS Group AG
N/A
Shares— from 481,635
Change-481,635 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 344,081
Change-344,081 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 343,468
Change-343,468 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 190,656
Change-190,656 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 174,424
Change-174,424 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 158,422
Change-158,422 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 144,267
Change-144,267 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 137,966
Change-137,966 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 135,389
Change-135,389 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 118,299
Change-118,299 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 84,852
Change-84,852 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 64,989
Change-64,989 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 61,557
Change-61,557 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 61,397
Change-61,397 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 59,787
Change-59,787 (-100%)
Value—
FCA Corp
N/A
Shares— from 54,537
Change-54,537 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 51,045
Change-51,045 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 50,881
Change-50,881 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 42,997
Change-42,997 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 41,763
Change-41,763 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 38,713
Change-38,713 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 37,295
Change-37,295 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 36,639
Change-36,639 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 36,639
Change-36,639 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 32,299
Change-32,299 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,523
Change-30,523 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 29,462
Change-29,462 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 28,393
Change-28,393 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 22,714
Change-22,714 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 22,491
Change-22,491 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 20,394
Change-20,394 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 19,300
Change-19,300 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,086
Change-19,086 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 17,161
Change-17,161 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,516
Change-16,516 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 15,851
Change-15,851 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 15,418
Change-15,418 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,651
Change-14,651 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,877
Change-13,877 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,844
Change-13,844 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,241
Change-13,241 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 12,634
Change-12,634 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 11,350
Change-11,350 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,523
Change-9,523 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 9,171
Change-9,171 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,966
Change-8,966 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 8,375
Change-8,375 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 8,215
Change-8,215 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,175
Change-8,175 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,631
Change-7,631 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 6,507
Change-6,507 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,869
Change-5,869 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 5,213
Change-5,213 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 4,607
Change-4,607 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
&partners
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 798
Change-798 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 735
Change-735 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 519
Change-519 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 508
Change-508 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 406
Change-406 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 370
Change-370 (-100%)
Value—
EFG International AG
N/A
Shares— from 360
Change-360 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 160
Change-160 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 20
Change-20 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
Weatherly Asset Management L. P.
INCREASED400,848400,837+110%$26.3M$25.0M-$1.4M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED105,996105,718+278+0%$6.9M$6.6M-$341.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED94,709100,763-6,054-6%$6.6M$5.9M-$719.0K2026-11-02
Baron Financial Group, LLC
DECREASED82,60382,725-1220%$5.4M$5.1M-$288.0K2026-10-09
Grimes & Co Wealth Management, LLC
DECREASED53,26656,412-3,146-6%$3.7M$3.3M-$387.3K2026-10-29
Wealthcare Advisory Partners LLC
INCREASED41,01840,163+855+2%$2.6M$2.6M-$82.9K2026-10-21
Creative Financial Designs Inc
INCREASED32,68832,408+280+1%$2.1M$2.0M-$92.4K2026-11-04
Lynx Investment Advisory
INCREASED30,08925,625+4,464+17%$1.7M$1.9M+$191.4K2026-10-27
FIG Financial Advisory Services Inc
INCREASED27,96424,216+3,748+15%$1.6M$1.7M+$151.5K2026-10-07
Meridian Wealth Management, LLC
UNCHANGED21,74221,74200%$1.4M$1.4M-$73.7K2026-11-05
Prism Advisors, Inc.
DECREASED20,89020,990-1000%$1.4M$1.3M-$50.0K2026-10-09
US Bancorp \de\
UNCHANGED17,13417,13400%$1.1M$1.1M-$58.1K2026-11-05
Apella Capital, LLC
INCREASED16,40615,336+1,070+7%$1.0M$1.0M+$31.4K2026-10-08
Fifth Third Bancorp
DECREASED15,00515,223-218-1%$1.0M$935.4K-$65.2K2026-11-05
Phoenix Wealth Advisors
DECREASED14,42114,770-349-2%$970.8K$899.0K-$71.8K2026-11-03
Allodium Investment Consultants, LLC
INCREASED14,30413,068+1,236+9%$859.0K$891.7K+$32.8K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED11,10110,257+844+8%$672.8K$706.6K+$33.8K2026-10-13
Wealth Advisory Team LLC
UNCHANGED10,44310,44300%$686.4K$651.0K-$35.4K2026-11-05
Kestra Advisory Services, LLC
DECREASED9,51810,311-793-8%$677.8K$593.3K-$84.4K2026-11-02
Creative Planning
DECREASED9,2069,376-170-2%$616.3K$573.9K-$42.4K2026-11-02
Perigon Wealth Management, LLC
DECREASED9,18720,085-10,898-54%$1.3M$572.7K-$747.5K2026-10-22
Middleton & Co Inc
UNCHANGED8,4188,41800%$553.3K$524.8K-$28.5K2026-10-23
Farther Finance Advisors, LLC
INCREASED8,2088,071+137+2%$530.5K$511.7K-$18.8K2026-10-08
Verity Asset Management, Inc.
NEW7,888—+7,888——$491.7K—2026-10-30
TPG Advisors LLC
INCREASED7,8787,473+405+5%$491.2K$491.1K-$852026-10-16
New England Private Wealth Advisors LLC
UNCHANGED7,5007,50000%$493.0K$467.6K-$25.4K2026-10-19
Financial Perspectives, Inc
UNCHANGED7,0097,00900%$460.7K$436.9K-$23.8K2026-11-03
StoneX Group Inc.
NEW6,936—+6,936——$433.3K—2026-11-03
Parallel Advisors, LLC
INCREASED6,8836,583+300+5%$432.7K$429.1K-$3.6K2026-11-03
VestGen Advisors, LLC
UNCHANGED6,5206,52000%$428.6K$406.5K-$22.1K2026-10-27
Sigma Planning Corp
DECREASED5,9806,254-274-4%$411.1K$373.2K-$37.9K2026-10-23
Key Client Fiduciary Advisors, LLC
UNCHANGED5,7465,74600%$377.7K$358.2K-$19.5K2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED5,6505,65000%$371.4K$352.2K-$19.2K2026-10-14
Trust Point Inc.
NEW5,612—+5,612——$349.9K—2026-10-27
Citigroup Inc
INCREASED5,2855,103+182+4%$335.4K$329.5K-$6.0K2026-11-04
Lantern Wealth Advisors, LLC
UNCHANGED5,1005,10000%$335.2K$317.9K-$17.3K2026-10-22
Nations Financial Group Inc,
DECREASED5,0345,634-600-11%$370.3K$313.8K-$56.5K2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED4,9944,99400%$328.3K$311.3K-$16.9K2026-11-03
First Affirmative Financial Network
NEW4,730—+4,730——$294.9K—2026-10-21
Washington Trust Advisors, Inc.
DECREASED4,4934,679-186-4%$307.6K$280.1K-$27.5K2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED4,3174,31700%$283.8K$269.1K-$14.6K2026-10-15
Castle Rock Wealth Management, LLC
DECREASED4,2175,150-933-18%$336.7K$270.0K-$66.7K2026-10-09
Concurrent Investment Advisors, LLC
DECREASED4,0304,144-114-3%$272.4K$251.2K-$21.1K2026-10-16
Joel Isaacson & Co., LLC
UNCHANGED4,0004,00000%$262.9K$249.4K-$13.6K2026-11-05
Compound Planning, Inc.
DECREASED3,8403,940-100-3%$259.0K$239.4K-$19.6K2026-11-05
Concord Wealth Partners
DECREASED3,5963,624-28-1%$238.2K$224.2K-$14.0K2026-11-02
Lido Advisors, LLC
NEW3,545—+3,545——$221.0K—2026-11-04
Choreo, LLC
UNCHANGED3,3193,31900%$218.1K$206.9K-$11.3K2026-10-28
TD Waterhouse Canada Inc.
INCREASED3,2852,905+380+13%$189.5K$203.3K+$13.8K2026-10-16
Accurate Wealth Management, LLC
UNCHANGED3,2603,26000%$213.8K$208.3K-$5.5K2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED2,5842,275+309+14%$150.2K$161.6K+$11.5K2026-11-04
Larson Financial Group LLC
INCREASED2,5392,391+148+6%$157.1K$158.3K+$1.1K2026-11-05
North Star Investment Management Corp.
UNCHANGED2,0712,07100%$136.1K$129.1K-$7.0K2026-10-27
Intesa Sanpaolo Wealth Management
UNCHANGED1,6721,67200%$109.9K$104.2K-$5.7K2026-10-28
Versant Capital Management, Inc
UNCHANGED1,2661,26600%$83.2K$78.9K-$4.3K2026-10-02
Monetary Solutions, Ltd
UNCHANGED1,2531,25300%$82.4K$78.1K-$4.2K2026-10-22
Mcdonald Partners LLC
UNCHANGED1,1001,10000%$72.3K$68.6K-$3.7K2026-11-03
United Community Bank
DECREASED1,0751,275-200-16%$83.8K$67.0K-$16.8K2026-10-28
United Financial Planning Group LLC
NEW1,060—+1,060——$66.1K—2026-11-04
Mather Group, Llc.
UNCHANGED97997900%$64.4K$61.0K-$3.3K2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED97397300%$63.9K$60.6K-$3.3K2026-11-03
IFP Advisors, Inc
INCREASED793786+7+1%$51.7K$49.4K-$2.2K2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED76776700%$50.4K$47.8K-$2.6K2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED63263200%$41.5K$39.4K-$2.1K2026-10-13
Balance Wealth Partners LLC
NEW618—+618——$38.5K—2026-10-27
Friedenthal Financial
NEW600—+600——$37.4K—2026-10-27
Hanson & Doremus Investment Management
INCREASED599534+65+12%$35.0K$37-$35.0K2026-10-16
John Boyer, Inc.
NEW524—+524——$32.7K—2026-10-27
Legacy Bridge, LLC
UNCHANGED50050000%$32.9K$31.2K-$1.7K2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED45345300%$29.8K$28.2K-$1.5K2026-10-27
Trust Co of Vermont
UNCHANGED42542500%$27.9K$26.5K-$1.4K2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED41041000%$26.9K$25.6K-$1.4K2026-10-05
Smallwood Wealth Investment Management, LLC
UNCHANGED40040000%$26.3K$24.9K-$1.4K2026-10-30
Carolina Wealth Advisors, LLC
UNCHANGED39539500%$26.0K$24.6K-$1.3K2026-10-23
CoreCap Advisors, LLC
UNCHANGED29529500%$19.4K$18.4K-$1.0K2026-10-08
Wolff Wiese Magana LLC
UNCHANGED26526500%$17.4K$16.5K-$8982026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED20120100%$13.2K$12.5K-$6812026-10-16
Silver Grove Financial Group, Inc.
UNCHANGED20020000%$13.1K$12.5K-$6782026-11-05
Ares Financial Consulting, LLC
UNCHANGED19819800%$13.0K$12.3K-$6722026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED19119100%$12.6K$11.9K-$6482026-10-23
Golden State Wealth Management, LLC
UNCHANGED18918900%$12.4K$11.8K-$6412026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED15615600%$10.3K$9.8K-$5302026-10-28
Harbor Investment Advisory, LLC
UNCHANGED15015000%$9.9K$9.4K-$5092026-10-13
Sage Mountain Advisors LLC
UNCHANGED14714700%$9.7K$9.2K-$4982026-11-02
Archer Investment Corp
UNCHANGED13513500%$8.9K$8.4K-$4582026-11-05
Costello Asset Management, Inc
UNCHANGED13413400%$8.8K$8.4K-$4562026-10-30
Assetmark, Inc
UNCHANGED13013000%$8.5K$8.1K-$4412026-10-21
AlphaCore Capital LLC
NEW100—+100——$6.2K—2026-11-04
Pflug Koory, LLC
UNCHANGED10010000%$6.6K$6.2K-$3392026-10-26
Spire Wealth Management
INCREASED6450+14+28%$3.3K$4.0K+$7032026-10-30
Ascentis Independent Advisors
NEW58—+58——$3.7K—2026-11-03
Duncker Streett & Co Inc
UNCHANGED565600%$3.7K$3.5K-$1902026-10-27
Laurel Wealth Advisors LLC
NEW55—+55——$3.4K—2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED363600%$2.4K$2.3K-$1232026-10-23
Key FInancial Inc
UNCHANGED303000%$2.0K$1.9K-$1022026-11-02
Trust Co
UNCHANGED8800%$526$499-$272026-10-09
J.W. Cole Advisors, Inc.
CLOSED04,441-4,441-100%$291.9K$0-$291.9K2026-11-05
Greenspring Advisors, LLC
CLOSED04,234-4,234-100%$278.3K$0-$278.3K2026-11-05
Mission Wealth Management, LP
CLOSED03,844-3,844-100%$252.7K$0-$252.7K2026-10-15
RFG Advisory, LLC
CLOSED03,263-3,263-100%$214.5K$0-$214.5K2026-11-03
Dynamic Advisor Solutions LLC
CLOSED03,151-3,151-100%$207.1K$0-$207.1K2026-10-13
International Assets Investment Management, LLC
CLOSED02,142-2,142-100%$140.0K$0-$140.0K2026-11-02
TD Private Client Wealth LLC
CLOSED01,715-1,715-100%$112.7K$0-$112.7K2026-10-28
Salem Investment Counselors Inc
CLOSED01,171-1,171-100%$77.0K$0-$77.0K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED01,025-1,025-100%$67.4K$0-$67.4K2026-10-26
AdvisorNet Financial, Inc
CLOSED01,000-1,000-100%$65.7K$0-$65.7K2026-10-15
MCF Advisors LLC
CLOSED0467-467-100%$30.7K$0-$30.7K2026-10-28
Tucker Asset Management LLC
CLOSED0250-250-100%$16.4K$0-$16.4K2026-10-29
Morgan Stanley
N/A—1,030,712-1,030,712-100%$67.7M———
Conservest Capital Advisors, Inc.
N/A—510,148-510,148-100%$33.5M———
Bank of America Corp
N/A—507,320-507,320-100%$33.3M———
UBS Group AG
N/A—481,635-481,635-100%$31.7M———
TriCert Investment Counsel Inc.
N/A—344,081-344,081-100%$22.6M———
1832 Asset Management L.P.
N/A—343,468-343,468-100%$22.6M———
Cetera Investment Advisers
N/A—190,656-190,656-100%$12.5M———
Ameriprise Financial Inc
N/A—174,424-174,424-100%$11.5M———
Wells Fargo & Company
N/A—158,422-158,422-100%$10.4M———
Raymond James Financial Inc
N/A—144,267-144,267-100%$9.5M———
LPL Financial LLC
N/A—137,966-137,966-100%$9.1M———
Northwestern Mutual Wealth Management Co
N/A—135,389-135,389-100%$8.9M———
HighTower Advisors, LLC
N/A—118,299-118,299-100%$7.8M———
Steward Partners Investment Advisory, LLC
N/A—84,852-84,852-100%$5.6M———
Bleakley Financial Group, LLC
N/A—64,989-64,989-100%$4.3M———
Royal Bank of Canada
N/A—61,557-61,557-100%$4.0M———
Rockefeller Capital Management L.P.
N/A—61,397-61,397-100%$4.0M———
Fiduciary Trust Co
N/A—59,787-59,787-100%$3.9M———
FCA Corp
N/A—54,537-54,537-100%$3.6M———
Envestnet Asset Management Inc
N/A—51,045-51,045-100%$3.4M———
National Bank of Canada
N/A—50,881-50,881-100%$3.3M———
Addison Advisors LLC
N/A—42,997-42,997-100%$2.8M———
Jones Financial Companies Lllp
N/A—41,763-41,763-100%$2.7M———
Beacon Pointe Advisors, LLC
N/A—38,713-38,713-100%$2.5M———
BNP Paribas Financial Markets
N/A—37,295-37,295-100%$2.5M———
Empowered Funds, LLC
N/A—36,639-36,639-100%$2.4M———
Cambria Investment Management, L.P.
N/A—36,639-36,639-100%$2.4M———
1 North Wealth Services LLC
N/A—32,299-32,299-100%$2.1M———
Osaic Holdings, Inc.
N/A—30,523-30,523-100%$2.0M———
Principal Securities, Inc.
N/A—29,462-29,462-100%$1.9M———
Koss-Olinger Consulting, LLC
N/A—28,393-28,393-100%$1.9M———
Hilltop Holdings Inc.
N/A—22,714-22,714-100%$1.5M———
MAI Capital Management
N/A—22,491-22,491-100%$1.5M———
Wealthspire Retirement, LLC
N/A—20,394-20,394-100%$1.3M———
Northern Trust Corp
N/A—19,300-19,300-100%$1.3M———
Citadel Advisors LLC
N/A—19,086-19,086-100%$1.3M———
Widmann Financial Services, Inc.
N/A—17,161-17,161-100%$1.1M———
Susquehanna International Group, LLP
N/A—16,516-16,516-100%$1.1M———
Comprehensive Money Management Services LLC
N/A—15,851-15,851-100%$1.0M———
Flow Traders U.S. LLC
N/A—15,418-15,418-100%$1.0M———
Mariner, LLC
N/A—14,651-14,651-100%$963.0K———
Cerity Partners LLC
N/A—13,877-13,877-100%$912.1K———
Arax Advisory Partners
N/A—13,844-13,844-100%$910.0K———
FMR LLC
N/A—13,241-13,241-100%$870.3K———
Balanced Rock Investment Advisors LLC
N/A—12,634-12,634-100%$830.4K———
Nalls Sherbakoff Group, LLC
N/A—11,350-11,350-100%$746.0K———
Aptus Capital Advisors, LLC
N/A—10,731-10,731-100%$705.3K———
Sequoia Financial Advisors, LLC
N/A—9,523-9,523-100%$626.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—9,171-9,171-100%$602.8K———
NorthRock Partners, LLC
N/A—8,966-8,966-100%$589.3K———
BlackRock, Inc.
N/A—8,571-8,571-100%$563.4K———
Savant Capital, LLC
N/A—8,375-8,375-100%$554.7K———
Diversified Trust Co
N/A—8,215-8,215-100%$540.0K———
JPMorgan Chase & Co
N/A—8,175-8,175-100%$535.1K———
Mosaic Financial Group, LLC
N/A—7,919-7,919-100%$521.0K———
Janney Montgomery Scott LLC
N/A—7,631-7,631-100%$502.0K———
Composition Wealth, LLC
N/A—7,500-7,500-100%$493.0K———
Keel Point, LLC
N/A—7,486-7,486-100%$492.1K———
Blair William & Co
N/A—7,434-7,434-100%$488.7K———
CIBC Bancorp USA Inc.
N/A—7,199-7,199-100%$473.2K———
Beta Wealth Group, Inc.
N/A—6,966-6,966-100%$457.9K———
Glen Eagle Advisors, LLC
N/A—6,507-6,507-100%$427.7K———
Scotia Capital Inc.
N/A—6,451-6,451-100%$424.0K———
Advyzon Investment Management, LLC
N/A—6,023-6,023-100%$395.9K———
Mercer Global Advisors Inc
N/A—5,869-5,869-100%$385.8K———
Bank of Montreal
N/A—5,463-5,463-100%$359.1K———
Gould Asset Management LLC
N/A—5,300-5,300-100%$348.4K———
Rothschild Capital Partners, LLC
N/A—5,213-5,213-100%$342.6K———
Clearstead Advisors, LLC
N/A—5,125-5,125-100%$336.9K———
LRI Investments, LLC
N/A—4,835-4,835-100%$317.8K———
Meramec Financial Planners, LLC
N/A—4,607-4,607-100%$297.8K———
PFG Investments, LLC
N/A—4,382-4,382-100%$288.0K———
NCM Capital Management, LLC
N/A—4,259-4,259-100%$279.9K———
Silver OAK Securities, Incorporated
N/A—4,094-4,094-100%$269.1K———
Nwam LLC
N/A—4,073-4,073-100%$267.7K———
Stifel Financial Corp
N/A—3,883-3,883-100%$255.2K———
Private Advisor Group, LLC
N/A—3,870-3,870-100%$254.4K———
UBS Asset Management Americas LLC
N/A—3,865-3,865-100%$254.0K———
Modern Wealth Management, LLC
N/A—3,860-3,860-100%$253.7K———
&partners
N/A—3,597-3,597-100%$236.4K———
Summit Financial, LLC
N/A—3,503-3,503-100%$230.2K———
Alaethes Wealth, LLC
N/A—3,497-3,497-100%$229.9K———
EP Wealth Advisors, LLC
N/A—3,439-3,439-100%$226.0K———
Pathstone Holdings, LLC
N/A—3,262-3,262-100%$214.4K———
Clifford Group, LLC
N/A—3,188-3,188-100%$209.5K———
Transcend Capital Advisors, LLC
N/A—3,175-3,175-100%$208.7K———
Laird Norton Wetherby Trust Company, LLC
N/A—3,091-3,091-100%$203.2K———
Integrated Wealth Concepts LLC
N/A—3,066-3,066-100%$201.5K———
Glassman Wealth Services
N/A—2,934-2,934-100%$192.9K———
Heritage Wealth Advisors
N/A—2,924-2,924-100%$192.2K———
Whittier Trust Co of Nevada Inc
N/A—2,480-2,480-100%$162.3K———
NewEdge Advisors, LLC
N/A—2,276-2,276-100%$98.6K———
Bernard Wealth Management Corp.
N/A—1,454-1,454-100%$95.6K———
Longview Financial Advisors LLC
N/A—1,070-1,070-100%$70.3K———
Lowe Brockenbrough & Co Inc
N/A—1,047-1,047-100%$68.8K———
Institute for Wealth Management, Llc.
N/A—798-798-100%$52.5K———
PNC Financial Services Group, Inc.
N/A—735-735-100%$48.3K———
AE Wealth Management LLC
N/A—540-540-100%$35.5K———
Federation des caisses Desjardins du Quebec
N/A—519-519-100%$34.1K———
Geneos Wealth Management Inc.
N/A—508-508-100%$33.4K———
LGT Financial Advisors LLC
N/A—500-500-100%$32.9K———
IFG Advisory, LLC
N/A—496-496-100%$32.6K———
Whittier Trust Co
N/A—406-406-100%$26.8K———
Toronto Dominion Bank
N/A—370-370-100%$24.3K———
EFG International AG
N/A—360-360-100%$23.7K———
O'shaughnessy Asset Management, LLC
N/A—307-307-100%$20.2K———
Chesapeake Asset Management LLC
N/A—295-295-100%$19.4K———
Fourth Dimension Wealth, LLC
N/A—288-288-100%$18.9K———
Russell Investments Group, Ltd.
N/A—250-250-100%$16.4K———
Fortis Group Advisors, LLC
N/A—244-244-100%$16.0K———
Millstone Evans Group, LLC
N/A—241-241-100%$15.8K———
Timbuktu Capital Management, LLC
N/A—200-200-100%$13.1K———
Founders Financial Alliance, LLC
N/A—184-184-100%$12.1K———
Sittner & Nelson, LLC
N/A—170-170-100%$11.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—160-160-100%$10.5K———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$6.6K———
BFC Planning, Inc.
N/A—94-94-100%$6.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—94-94-100%$6.2K———
Smartleaf Asset Management LLC
N/A—40-40-100%$2.6K———
Global Retirement Partners, LLC
N/A—36-36-100%$2.3K———
Harbour Investments, Inc.
N/A—27-27-100%$1.8K———
Fiduciary Financial Advisors
N/A—20-20-100%$1.3K———
Napier Financial, LLC
N/A—14-14-100%$920———
Showing 231 of 231 institutions