IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Inves Rafi Emer Mrkt-Usd Inc (PXH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,769,932 from 1,634,942
Change+134,990 (+8%)
Value$51.5M (+$5.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares1,113,686 from 939,735
Change+173,951 (+19%)
Value$32.4M (+$6.2M)
Filed 2026-11-05
Daiwa Securities Group Inc.
DECREASED
Shares1,020,500 from 1,040,500
Change-20,000 (-2%)
Value$29.7M (+$656.8K)
Filed 2026-10-29
Cidel Asset Management Inc
INCREASED
Shares736,910 from 658,764
Change+78,146 (+12%)
Value$21.4M (+$3.1M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares519,018 from 502,972
Change+16,046 (+3%)
Value$15.1M (+$1.1M)
Filed 2026-10-30
Johnson & White Wealth Management, LLC
INCREASED
Shares309,471 from 307,636
Change+1,835 (+1%)
Value$9.0M (+$419.4K)
Filed 2026-11-03
HB Wealth Management, LLC
NEW
Shares307,300
Change+307,300
Value$8.9M
Filed 2026-10-23
Virtus Family Office LLC
INCREASED
Shares288,389 from 279,203
Change+9,186 (+3%)
Value$8.4M (+$599.3K)
Filed 2026-10-30
Aries Wealth Management
DECREASED
Shares209,863 from 215,564
Change-5,701 (-3%)
Value$6.1M (+$90.8K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares171,405 from 148,211
Change+23,194 (+16%)
Value$5.0M (+$850.6K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares158,718 from 140,355
Change+18,363 (+13%)
Value$4.6M (+$700.8K)
Filed 2026-11-02
Lmcg Investments, LLC
DECREASED
Shares130,150 from 149,270
Change-19,120 (-13%)
Value$3.8M (-$378.2K)
Filed 2026-10-21
Trademark Financial Management, LLC
INCREASED
Shares115,290 from 113,392
Change+1,898 (+2%)
Value$3.4M (+$190.1K)
Filed 2026-10-23
Professional Financial Management, Inc.
DECREASED
Shares107,962 from 161,390
Change-53,428 (-33%)
Value$3.1M (-$1.4M)
Filed 2026-10-22
Kathmere Capital Management, LLC
DECREASED
Shares107,288 from 108,673
Change-1,385 (-1%)
Value$3.1M (+$89.1K)
Filed 2026-10-20
SigFig Wealth Management, LLC
DECREASED
Shares105,583 from 106,364
Change-781 (-1%)
Value$3.1M (+$115.6K)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares96,933 from 92,820
Change+4,113 (+4%)
Value$2.8M (+$189.9K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares88,143
Change+88,143
Value$2.6M
Filed 2026-11-03
Sepio Capital, LP
INCREASED
Shares87,331 from 87,307
Change+24 (+0%)
Value$2.5M (+$104.6K)
Filed 2026-10-22
KWB Wealth
DECREASED
Shares84,652 from 85,697
Change-1,045 (-1%)
Value$2.5M (+$71.6K)
Filed 2026-10-16
Connecticut Capital Management Group, LLC
DECREASED
Shares71,488 from 72,585
Change-1,097 (-2%)
Value$2.1M (+$54.5K)
Filed 2026-10-29
TrueMark Investments, LLC
INCREASED
Shares66,583 from 62,713
Change+3,870 (+6%)
Value$1.9M (+$187.1K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares66,391 from 72,610
Change-6,219 (-9%)
Value$1.9M (-$94.4K)
Filed 2026-10-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares52,517 from 48,397
Change+4,120 (+9%)
Value$1.5M (+$178.0K)
Filed 2026-11-02
TopTier Wealth Management, LLC
INCREASED
Shares51,971 from 45,148
Change+6,823 (+15%)
Value$1.5M (+$252.1K)
Filed 2026-10-16
Integrated Advisors Network LLC
INCREASED
Shares50,771 from 49,397
Change+1,374 (+3%)
Value$1.5M (+$98.7K)
Filed 2026-10-20
Layline Advisors, LLC
INCREASED
Shares47,029 from 46,558
Change+471 (+1%)
Value$1.4M (+$69.1K)
Filed 2026-11-02
Goldstein Advisors, LLC
DECREASED
Shares40,520 from 40,643
Change-123 (0%)
Value$1.2M (+$44.8K)
Filed 2026-10-15
AlphaCore Capital LLC
DECREASED
Shares37,664 from 57,157
Change-19,493 (-34%)
Value$1.1M (-$498.6K)
Filed 2026-11-04
Accel Wealth Management
INCREASED
Shares36,317 from 32,812
Change+3,505 (+11%)
Value$1.1M (+$140.9K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares36,020 from 35,686
Change+334 (+1%)
Value$1.0M (+$52.2K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares33,822 from 22,929
Change+10,893 (+48%)
Value$983.2K (+$343.9K)
Filed 2026-11-03
Net Worth Advisory Group
INCREASED
Shares33,304 from 31,004
Change+2,300 (+7%)
Value$963.2K (+$98.8K)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
NEW
Shares33,273
Change+33,273
Value$967.2K
Filed 2026-10-14
Key FInancial Inc
INCREASED
Shares29,847 from 25,714
Change+4,133 (+16%)
Value$867.7K (+$150.7K)
Filed 2026-11-02
Charles Schwab Trust Co
DECREASED
Shares29,517 from 72,375
Change-42,858 (-59%)
Value$858.0K (-$1.2M)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
INCREASED
Shares29,012 from 28,861
Change+151 (+1%)
Value$843.4K (+$38.7K)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares28,030 from 26,308
Change+1,722 (+7%)
Value$814.8K (+$81.4K)
Filed 2026-10-09
BIP Wealth, LLC
DECREASED
Shares26,938 from 27,593
Change-655 (-2%)
Value$783.1K (+$13.8K)
Filed 2026-10-22
Titleist Asset Management, LLC
INCREASED
Shares26,677 from 9,642
Change+17,035 (+177%)
Value$775.5K (+$506.7K)
Filed 2026-10-08
Davenport & Co LLC
UNCHANGED
Shares26,512 from 26,512
Change0 (0%)
Value$770.7K (+$31.5K)
Filed 2026-10-14
Sard Wealth Management Group, LLC
INCREASED
Shares24,006 from 23,742
Change+264 (+1%)
Value$697.9K (+$35.9K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares23,906 from 28,019
Change-4,113 (-15%)
Value$694.9K (-$86.2K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares22,491 from 21,335
Change+1,156 (+5%)
Value$653.8K (+$59.0K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares22,085 from 23,529
Change-1,444 (-6%)
Value$642.0K (-$14.0K)
Filed 2026-10-27
Flagstar Securities, Inc
INCREASED
Shares21,381 from 21,157
Change+224 (+1%)
Value$621.5K (+$31.7K)
Filed 2026-10-15
Prairiewood Capital, LLC
UNCHANGED
Shares20,705 from 20,705
Change0 (0%)
Value$601.9K (+$24.6K)
Filed 2026-10-16
Redwood Financial Network Corp
DECREASED
Shares19,989 from 20,032
Change-43 (0%)
Value$581.1K (+$22.6K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
UNCHANGED
Shares17,471 from 17,471
Change0 (0%)
Value$507.9K (+$20.8K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
INCREASED
Shares16,935 from 16,787
Change+148 (+1%)
Value$492.3K (+$24.3K)
Filed 2026-10-16
Lido Advisors, LLC
DECREASED
Shares14,797 from 15,825
Change-1,028 (-6%)
Value$430.1K (-$11.1K)
Filed 2026-11-04
Austin Wealth Management, LLC
UNCHANGED
Shares12,854 from 12,854
Change0 (0%)
Value$376.0K (+$14.9K)
Filed 2026-11-06
HUB Investment Partners, LLC
UNCHANGED
Shares12,571 from 12,571
Change0 (0%)
Value$365.4K (+$15.0K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares11,897 from 7,456
Change+4,441 (+60%)
Value$345.9K (+$132.0K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares11,422 from 11,158
Change+264 (+2%)
Value$332.1K (+$21.0K)
Filed 2026-10-29
Freedom Day Solutions, LLC
UNCHANGED
Shares11,353 from 11,353
Change0 (0%)
Value$330.0K (+$13.5K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
DECREASED
Shares11,338 from 14,147
Change-2,809 (-20%)
Value$329.6K (-$64.8K)
Filed 2026-11-03
Paragon Capital Management Ltd
INCREASED
Shares11,027 from 10,899
Change+128 (+1%)
Value$320.6K (+$16.7K)
Filed 2026-10-09
Navigate Wealth Management, LLC
UNCHANGED
Shares10,974 from 10,974
Change0 (0%)
Value$324.9K (+$16.7K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares10,332 from 9,631
Change+701 (+7%)
Value$300.4K (+$31.8K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares9,653 from 9,076
Change+577 (+6%)
Value$280.6K (+$27.6K)
Filed 2026-10-08
Brighton Jones LLC
INCREASED
Shares9,312 from 9,300
Change+12 (+0%)
Value$270.7K (+$11.4K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares8,187
Change+8,187
Value$238.0K
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares8,155 from 8,155
Change0 (0%)
Value$237.1K (+$9.7K)
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares8,092 from 10,602
Change-2,510 (-24%)
Value$235.2K (-$60.3K)
Filed 2026-11-03
KCM Investment Advisors LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$232.6K (+$9.5K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares7,611 from 7,270
Change+341 (+5%)
Value$221.2K (+$18.5K)
Filed 2026-10-30
Penobscot Wealth Management
INCREASED
Shares7,609 from 7,526
Change+83 (+1%)
Value$221.2K (+$11.4K)
Filed 2026-10-21
Facet Wealth, Inc.
NEW
Shares7,581
Change+7,581
Value$220.4K
Filed 2026-11-04
Gradient Investments LLC
NEW
Shares7,172
Change+7,172
Value$208.5K
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares6,997 from 6,996
Change+1 (+0%)
Value$203.4K (+$8.4K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares6,664 from 7,799
Change-1,135 (-15%)
Value$193.7K (-$23.7K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares5,011 from 2,008
Change+3,003 (+150%)
Value$145.7K (+$89.7K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares3,187
Change+3,187
Value$92.6K
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares2,946 from 2,944
Change+2 (+0%)
Value$85.6K (+$3.6K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares2,688 from 2,684
Change+4 (+0%)
Value$78.1K (+$3.3K)
Filed 2026-11-05
First Horizon Corp
UNCHANGED
Shares2,513 from 2,513
Change0 (0%)
Value$73.1K (+$3.0K)
Filed 2026-10-26
Three Bridge Wealth Advisors, LLC
NEW
Shares2,505
Change+2,505
Value$72.8K
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares2,101 from 739
Change+1,362 (+184%)
Value$61.1K (+$40.5K)
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares1,895 from 3,044
Change-1,149 (-38%)
Value$55.1K (-$29.8K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$43.6K (+$1.8K)
Filed 2026-10-20
Versant Capital Management, Inc
INCREASED
Shares1,379 from 1,365
Change+14 (+1%)
Value$40.1K (+$2.0K)
Filed 2026-10-02
Allworth Financial LP
INCREASED
Shares1,241 from 940
Change+301 (+32%)
Value$34.6K (+$8.4K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares993 from 406
Change+587 (+145%)
Value$28.9K (+$17.5K)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares755 from 262
Change+493 (+188%)
Value$21.9K (+$14.6K)
Filed 2026-10-14
Valued Wealth Advisors LLC
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$21.0K (+$860)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares551 from 413
Change+138 (+33%)
Value$16.0K (+$4.5K)
Filed 2026-11-05
Godsey & Gibb, Inc
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$15.7K (+$643)
Filed 2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$11.0K (+$453)
Filed 2026-10-13
Clean Yield Group
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$11.0K (+$448)
Filed 2026-10-28
Abound Wealth Management
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$10.9K (+$445)
Filed 2026-10-26
Downshift Financial, LLC
INCREASED
Shares365 from 361
Change+4 (+1%)
Value$10.6K (+$546)
Filed 2026-10-13
Blue Trust, Inc.
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$9.7K (+$396)
Filed 2026-10-15
Bell Investment Advisors, Inc
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$7.6K (+$313)
Filed 2026-10-29
Chilton Capital Management LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$5.2K (+$214)
Filed 2026-10-28
Community Bank, N.A.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$4.9K (+$203)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares111
Change+111
Value$3.2K
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$3.0K (+$122)
Filed 2026-10-30
Clearstead Advisors, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$2.7K (+$112)
Filed 2026-11-06
Gamma Investing LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.3K (+$96)
Filed 2026-10-08
Navigoe, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2 (+$1)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.5K (+$60)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares44
Change+44
Value$1.3K
Filed 2026-10-29
Carolina Wealth Advisors, LLC
NEW
Shares35
Change+35
Value$1.0K
Filed 2026-10-23
Signature Resources Capital Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$116 (+$4)
Filed 2026-10-16
Highline Wealth Partners LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$87 (+$3)
Filed 2026-10-19
PFS Partners, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$88 (+$4)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$65 (+$4)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$58 (+$2)
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$59 (+$3)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
NEW
Shares1
Change+1
Value$30
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares1
Change+1
Value$29
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$30 (+$2)
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$30 (+$2)
Filed 2026-10-29
Mosley Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$30 (+$2)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$29 (+$1)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$29 (+$1)
Filed 2026-10-29
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 188,532
Change-188,532 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-21
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 61,577
Change-61,577 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-21
Apeiron RIA LLC
CLOSED
Shares0 from 13,137
Change-13,137 (-100%)
Value$0 (-$366.3K)
Filed 2026-10-08
Mission Wealth Management, LP
CLOSED
Shares0 from 8,714
Change-8,714 (-100%)
Value$0 (-$243.0K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,887
Change-2,887 (-100%)
Value$0 (-$80.5K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 1,193
Change-1,193 (-100%)
Value$0 (-$34.2K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 835
Change-835 (-100%)
Value$0 (-$23.3K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 569
Change-569 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 536
Change-536 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-02
Charles Schwab Investment Management Inc
N/A
Shares— from 22,449,418
Change-22,449,418 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,697,374
Change-3,697,374 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,296,679
Change-3,296,679 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,782,825
Change-2,782,825 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,165,758
Change-2,165,758 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,659,271
Change-1,659,271 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,626,753
Change-1,626,753 (-100%)
Value—
UBS Group AG
N/A
Shares— from 676,784
Change-676,784 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 647,334
Change-647,334 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 613,565
Change-613,565 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 599,415
Change-599,415 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 570,132
Change-570,132 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 517,258
Change-517,258 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 507,955
Change-507,955 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 460,425
Change-460,425 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 408,545
Change-408,545 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 399,445
Change-399,445 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 352,045
Change-352,045 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 330,254
Change-330,254 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 268,027
Change-268,027 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 225,495
Change-225,495 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 208,006
Change-208,006 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 207,554
Change-207,554 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 175,489
Change-175,489 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 173,244
Change-173,244 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 156,476
Change-156,476 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 146,110
Change-146,110 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 141,208
Change-141,208 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 140,179
Change-140,179 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 132,000
Change-132,000 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 108,254
Change-108,254 (-100%)
Value—
&partners
N/A
Shares— from 106,548
Change-106,548 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 90,060
Change-90,060 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 89,439
Change-89,439 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 85,411
Change-85,411 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 81,575
Change-81,575 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 77,141
Change-77,141 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 76,174
Change-76,174 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 66,246
Change-66,246 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 62,713
Change-62,713 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 61,678
Change-61,678 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 50,687
Change-50,687 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 49,252
Change-49,252 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 42,680
Change-42,680 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 42,301
Change-42,301 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39,547
Change-39,547 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 32,180
Change-32,180 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,860
Change-30,860 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 30,246
Change-30,246 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 29,584
Change-29,584 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 29,523
Change-29,523 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 27,443
Change-27,443 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 26,023
Change-26,023 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 23,899
Change-23,899 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,522
Change-23,522 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 22,897
Change-22,897 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 22,098
Change-22,098 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 21,642
Change-21,642 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 21,513
Change-21,513 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 20,107
Change-20,107 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 19,488
Change-19,488 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,618
Change-18,618 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,206
Change-18,206 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 13,958
Change-13,958 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,765
Change-12,765 (-100%)
Value—
American Trust
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,057
Change-12,057 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,985
Change-11,985 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,779
Change-11,779 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 11,404
Change-11,404 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 11,353
Change-11,353 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,199
Change-9,199 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,033
Change-9,033 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,717
Change-7,717 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,334
Change-7,334 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,798
Change-6,798 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,581
Change-6,581 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,834
Change-5,834 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 609
Change-609 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 333
Change-333 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 312
Change-312 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 287
Change-287 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 177
Change-177 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 144
Change-144 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 51
Change-51 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5
Change-5 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 4
Change-4 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,769,9321,634,942+134,990+8%$45.6M$51.5M+$5.9M2026-11-06
Bank of New York Mellon Corp
INCREASED1,113,686939,735+173,951+19%$26.2M$32.4M+$6.2M2026-11-05
Daiwa Securities Group Inc.
DECREASED1,020,5001,040,500-20,000-2%$29.0M$29.7M+$656.8K2026-10-29
Cidel Asset Management Inc
INCREASED736,910658,764+78,146+12%$18.4M$21.4M+$3.1M2026-10-29
Truist Financial Corp
INCREASED519,018502,972+16,046+3%$14.0M$15.1M+$1.1M2026-10-30
Johnson & White Wealth Management, LLC
INCREASED309,471307,636+1,835+1%$8.6M$9.0M+$419.4K2026-11-03
HB Wealth Management, LLC
NEW307,300—+307,300——$8.9M—2026-10-23
Virtus Family Office LLC
INCREASED288,389279,203+9,186+3%$7.8M$8.4M+$599.3K2026-10-30
Aries Wealth Management
DECREASED209,863215,564-5,701-3%$6.0M$6.1M+$90.8K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED171,405148,211+23,194+16%$4.1M$5.0M+$850.6K2026-11-03
Creative Planning
INCREASED158,718140,355+18,363+13%$3.9M$4.6M+$700.8K2026-11-02
Lmcg Investments, LLC
DECREASED130,150149,270-19,120-13%$4.2M$3.8M-$378.2K2026-10-21
Trademark Financial Management, LLC
INCREASED115,290113,392+1,898+2%$3.2M$3.4M+$190.1K2026-10-23
Professional Financial Management, Inc.
DECREASED107,962161,390-53,428-33%$4.5M$3.1M-$1.4M2026-10-22
Kathmere Capital Management, LLC
DECREASED107,288108,673-1,385-1%$3.0M$3.1M+$89.1K2026-10-20
SigFig Wealth Management, LLC
DECREASED105,583106,364-781-1%$3.0M$3.1M+$115.6K2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED96,93392,820+4,113+4%$2.6M$2.8M+$189.9K2026-10-13
Ascentis Independent Advisors
NEW88,143—+88,143——$2.6M—2026-11-03
Sepio Capital, LP
INCREASED87,33187,307+24+0%$2.4M$2.5M+$104.6K2026-10-22
KWB Wealth
DECREASED84,65285,697-1,045-1%$2.4M$2.5M+$71.6K2026-10-16
Connecticut Capital Management Group, LLC
DECREASED71,48872,585-1,097-2%$2.0M$2.1M+$54.5K2026-10-29
TrueMark Investments, LLC
INCREASED66,58362,713+3,870+6%$1.7M$1.9M+$187.1K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED66,39172,610-6,219-9%$2.0M$1.9M-$94.4K2026-10-05
Cambridge Investment Research Advisors, Inc.
INCREASED52,51748,397+4,120+9%$1.3M$1.5M+$178.0K2026-11-02
TopTier Wealth Management, LLC
INCREASED51,97145,148+6,823+15%$1.3M$1.5M+$252.1K2026-10-16
Integrated Advisors Network LLC
INCREASED50,77149,397+1,374+3%$1.4M$1.5M+$98.7K2026-10-20
Layline Advisors, LLC
INCREASED47,02946,558+471+1%$1.3M$1.4M+$69.1K2026-11-02
Goldstein Advisors, LLC
DECREASED40,52040,643-1230%$1.1M$1.2M+$44.8K2026-10-15
AlphaCore Capital LLC
DECREASED37,66457,157-19,493-34%$1.6M$1.1M-$498.6K2026-11-04
Accel Wealth Management
INCREASED36,31732,812+3,505+11%$914.8K$1.1M+$140.9K2026-10-13
Apollon Wealth Management, LLC
INCREASED36,02035,686+334+1%$994.9K$1.0M+$52.2K2026-10-23
Parallel Advisors, LLC
INCREASED33,82222,929+10,893+48%$639.3K$983.2K+$343.9K2026-11-03
Net Worth Advisory Group
INCREASED33,30431,004+2,300+7%$864.4K$963.2K+$98.8K2026-10-20
Firethorn Wealth Partners, LLC
NEW33,273—+33,273——$967.2K—2026-10-14
Key FInancial Inc
INCREASED29,84725,714+4,133+16%$716.9K$867.7K+$150.7K2026-11-02
Charles Schwab Trust Co
DECREASED29,51772,375-42,858-59%$2.0M$858.0K-$1.2M2026-10-15
Crusonia Wealth Advisors LLC
INCREASED29,01228,861+151+1%$804.6K$843.4K+$38.7K2026-10-26
Breakwater Capital Group
INCREASED28,03026,308+1,722+7%$733.5K$814.8K+$81.4K2026-10-09
BIP Wealth, LLC
DECREASED26,93827,593-655-2%$769.3K$783.1K+$13.8K2026-10-22
Titleist Asset Management, LLC
INCREASED26,6779,642+17,035+177%$268.8K$775.5K+$506.7K2026-10-08
Davenport & Co LLC
UNCHANGED26,51226,51200%$739.1K$770.7K+$31.5K2026-10-14
Sard Wealth Management Group, LLC
INCREASED24,00623,742+264+1%$661.9K$697.9K+$35.9K2026-10-16
Commonwealth Equity Services, LLC
DECREASED23,90628,019-4,113-15%$781.2K$694.9K-$86.2K2026-11-02
IFP Advisors, Inc
INCREASED22,49121,335+1,156+5%$594.8K$653.8K+$59.0K2026-10-16
VestGen Advisors, LLC
DECREASED22,08523,529-1,444-6%$656.0K$642.0K-$14.0K2026-10-27
Flagstar Securities, Inc
INCREASED21,38121,157+224+1%$589.9K$621.5K+$31.7K2026-10-15
Prairiewood Capital, LLC
UNCHANGED20,70520,70500%$577.3K$601.9K+$24.6K2026-10-16
Redwood Financial Network Corp
DECREASED19,98920,032-430%$558.5K$581.1K+$22.6K2026-11-03
Revolve Wealth Partners, LLC
UNCHANGED17,47117,47100%$487.1K$507.9K+$20.8K2026-10-23
Onyx Bridge Wealth Group LLC
INCREASED16,93516,787+148+1%$468.0K$492.3K+$24.3K2026-10-16
Lido Advisors, LLC
DECREASED14,79715,825-1,028-6%$441.2K$430.1K-$11.1K2026-11-04
Austin Wealth Management, LLC
UNCHANGED12,85412,85400%$361.1K$376.0K+$14.9K2026-11-06
HUB Investment Partners, LLC
UNCHANGED12,57112,57100%$350.5K$365.4K+$15.0K2026-11-03
Savant Capital, LLC
INCREASED11,8977,456+4,441+60%$213.9K$345.9K+$132.0K2026-11-06
Vise Technologies, Inc.
INCREASED11,42211,158+264+2%$311.1K$332.1K+$21.0K2026-10-29
Freedom Day Solutions, LLC
UNCHANGED11,35311,35300%$316.5K$330.0K+$13.5K2026-10-20
JFS Wealth Advisors, LLC
DECREASED11,33814,147-2,809-20%$394.4K$329.6K-$64.8K2026-11-03
Paragon Capital Management Ltd
INCREASED11,02710,899+128+1%$303.9K$320.6K+$16.7K2026-10-09
Navigate Wealth Management, LLC
UNCHANGED10,97410,97400%$308.3K$324.9K+$16.7K2026-10-14
Capital Investment Advisors, LLC
INCREASED10,3329,631+701+7%$268.5K$300.4K+$31.8K2026-10-22
CoreCap Advisors, LLC
INCREASED9,6539,076+577+6%$253.0K$280.6K+$27.6K2026-10-08
Brighton Jones LLC
INCREASED9,3129,300+12+0%$259.3K$270.7K+$11.4K2026-11-03
Root Financial Partners, LLC
NEW8,187—+8,187——$238.0K—2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED8,1558,15500%$227.4K$237.1K+$9.7K2026-10-27
Asset Dedication, LLC
DECREASED8,09210,602-2,510-24%$295.6K$235.2K-$60.3K2026-11-03
KCM Investment Advisors LLC
UNCHANGED8,0008,00000%$223.0K$232.6K+$9.5K2026-10-27
Capital Investment Advisory Services, LLC
INCREASED7,6117,270+341+5%$202.7K$221.2K+$18.5K2026-10-30
Penobscot Wealth Management
INCREASED7,6097,526+83+1%$209.8K$221.2K+$11.4K2026-10-21
Facet Wealth, Inc.
NEW7,581—+7,581——$220.4K—2026-11-04
Gradient Investments LLC
NEW7,172—+7,172——$208.5K—2026-10-08
Larson Financial Group LLC
INCREASED6,9976,996+1+0%$195.0K$203.4K+$8.4K2026-11-05
Fifth Third Bancorp
DECREASED6,6647,799-1,135-15%$217.4K$193.7K-$23.7K2026-11-05
Farther Finance Advisors, LLC
INCREASED5,0112,008+3,003+150%$56.0K$145.7K+$89.7K2026-10-08
EverSource Wealth Advisors, LLC
NEW3,187—+3,187——$92.6K—2026-11-04
PNC Financial Services Group, Inc.
INCREASED2,9462,944+2+0%$82.1K$85.6K+$3.6K2026-11-06
US Bancorp \de\
INCREASED2,6882,684+4+0%$74.8K$78.1K+$3.3K2026-11-05
First Horizon Corp
UNCHANGED2,5132,51300%$70.1K$73.1K+$3.0K2026-10-26
Three Bridge Wealth Advisors, LLC
NEW2,505—+2,505——$72.8K—2026-11-05
Russell Investments Group, Ltd.
INCREASED2,101739+1,362+184%$20.6K$61.1K+$40.5K2026-11-06
Golden State Wealth Management, LLC
DECREASED1,8953,044-1,149-38%$84.9K$55.1K-$29.8K2026-11-02
Private Trust Co NA
UNCHANGED1,5001,50000%$41.8K$43.6K+$1.8K2026-10-20
Versant Capital Management, Inc
INCREASED1,3791,365+14+1%$38.0K$40.1K+$2.0K2026-10-02
Allworth Financial LP
INCREASED1,241940+301+32%$26.2K$34.6K+$8.4K2026-11-06
Assetmark, Inc
INCREASED993406+587+145%$11.3K$28.9K+$17.5K2026-10-21
Mather Group, Llc.
INCREASED755262+493+188%$7.3K$21.9K+$14.6K2026-10-14
Valued Wealth Advisors LLC
UNCHANGED72372300%$20.2K$21.0K+$8602026-11-05
Silver Grove Financial Group, Inc.
INCREASED551413+138+33%$11.5K$16.0K+$4.5K2026-11-05
Godsey & Gibb, Inc
UNCHANGED54154100%$15.1K$15.7K+$6432026-10-14
Cape Investment Advisory, Inc.
UNCHANGED38038000%$10.6K$11.0K+$4532026-10-13
Clean Yield Group
UNCHANGED37737700%$10.5K$11.0K+$4482026-10-28
Abound Wealth Management
UNCHANGED37437400%$10.4K$10.9K+$4452026-10-26
Downshift Financial, LLC
INCREASED365361+4+1%$10.1K$10.6K+$5462026-10-13
Blue Trust, Inc.
UNCHANGED33333300%$9.3K$9.7K+$3962026-10-15
Bell Investment Advisors, Inc
UNCHANGED26226200%$7.3K$7.6K+$3132026-10-29
Chilton Capital Management LLC
UNCHANGED18018000%$5.0K$5.2K+$2142026-10-28
Community Bank, N.A.
UNCHANGED17017000%$4.7K$4.9K+$2032026-11-06
Latitude Advisors, LLC
NEW111—+111——$3.2K—2026-10-27
Spire Wealth Management
UNCHANGED10210200%$2.9K$3.0K+$1222026-10-30
Clearstead Advisors, LLC
UNCHANGED949400%$2.6K$2.7K+$1122026-11-06
Gamma Investing LLC
UNCHANGED808000%$2.2K$2.3K+$962026-10-08
Navigoe, LLC
UNCHANGED808000%$2$2$02026-11-04
Avion Wealth
UNCHANGED707000%$1$2+$12026-11-04
Triumph Capital Management
UNCHANGED505000%$1.4K$1.5K+$602026-10-14
Next Level Wealth Planning, LLC
NEW44—+44——$1.3K—2026-10-29
Carolina Wealth Advisors, LLC
NEW35—+35——$1.0K—2026-10-23
Signature Resources Capital Management, LLC
UNCHANGED4400%$112$116+$42026-10-16
Highline Wealth Partners LLC
UNCHANGED3300%$84$87+$32026-10-19
PFS Partners, LLC
UNCHANGED3300%$84$88+$42026-10-21
Archer Investment Corp
UNCHANGED2200%$61$65+$42026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2200%$56$58+$22026-10-27
Quaker Wealth Management, LLC
UNCHANGED2200%$56$59+$32026-10-22
Owl Creek Wealth Partners LLC
NEW1—+1——$30—2026-10-20
Jacobi Capital Management LLC
NEW1—+1——$29—2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED1100%$28$30+$22026-10-27
Hoey Investments, Inc
UNCHANGED1100%$28$30+$22026-10-29
Mosley Wealth Management
UNCHANGED1100%$28$30+$22026-10-16
Signaturefd, LLC
UNCHANGED1100%$28$29+$12026-10-23
Salomon & Ludwin, LLC
UNCHANGED1100%$28$29+$12026-10-29
Axxcess Wealth Management, LLC
CLOSED0188,532-188,532-100%$5.3M$0-$5.3M2026-10-21
Sightline Wealth Advisors, LLC
CLOSED061,577-61,577-100%$1.7M$0-$1.7M2026-10-21
Apeiron RIA LLC
CLOSED013,137-13,137-100%$366.3K$0-$366.3K2026-10-08
Mission Wealth Management, LP
CLOSED08,714-8,714-100%$243.0K$0-$243.0K2026-10-15
Gill Capital Partners, LLC
CLOSED02,887-2,887-100%$80.5K$0-$80.5K2026-10-13
Brooklyn FI, LLC
CLOSED01,193-1,193-100%$34.2K$0-$34.2K2026-11-05
Institute for Wealth Management, Llc.
CLOSED0835-835-100%$23.3K$0-$23.3K2026-11-06
Founders Capital Management
CLOSED0569-569-100%$15.9K$0-$15.9K2026-10-13
MCF Advisors LLC
CLOSED0536-536-100%$14.9K$0-$14.9K2026-10-28
International Assets Investment Management, LLC
CLOSED0400-400-100%$11.1K$0-$11.1K2026-11-02
Charles Schwab Investment Management Inc
N/A—22,449,418-22,449,418-100%$625.9M———
Ameriprise Financial Inc
N/A—3,697,374-3,697,374-100%$103.1M———
FMR LLC
N/A—3,296,679-3,296,679-100%$91.9M———
Wells Fargo & Company
N/A—2,782,825-2,782,825-100%$77.6M———
Morgan Stanley
N/A—2,165,758-2,165,758-100%$60.4M———
Bank of America Corp
N/A—1,659,271-1,659,271-100%$46.3M———
Victory Capital Management Inc
N/A—1,626,753-1,626,753-100%$45.4M———
UBS Group AG
N/A—676,784-676,784-100%$18.9M———
Old Mission Capital LLC
N/A—647,334-647,334-100%$18.0M———
Invesco Ltd.
N/A—613,565-613,565-100%$17.1M———
Envestnet Asset Management Inc
N/A—599,415-599,415-100%$16.7M———
Osaic Holdings, Inc.
N/A—570,132-570,132-100%$15.9M———
HighTower Advisors, LLC
N/A—517,258-517,258-100%$14.4M———
Axiom Financial Strategies, LLC
N/A—507,955-507,955-100%$14.2M———
State of Wisconsin Investment Board
N/A—460,425-460,425-100%$12.8M———
Captrust Financial Advisors
N/A—408,545-408,545-100%$11.4M———
Raymond James Financial Inc
N/A—399,445-399,445-100%$11.1M———
Cetera Investment Advisers
N/A—352,045-352,045-100%$9.8M———
Goldman Sachs Group Inc
N/A—330,254-330,254-100%$9.2M———
Atlas Legacy Advisors, LLC
N/A—268,027-268,027-100%$7.5M———
Marshall Wace, LLP
N/A—225,495-225,495-100%$6.3M———
Royal Bank of Canada
N/A—208,006-208,006-100%$5.8M———
Baird Financial Group, Inc.
N/A—207,554-207,554-100%$5.8M———
National Bank of Canada
N/A—175,489-175,489-100%$4.9M———
Rothschild Investment LLC
N/A—173,244-173,244-100%$4.8M———
MAI Capital Management
N/A—156,476-156,476-100%$4.4M———
Citadel Advisors LLC
N/A—146,110-146,110-100%$4.1M———
Advisory Services Network, LLC
N/A—141,208-141,208-100%$3.9M———
Mariner, LLC
N/A—140,179-140,179-100%$3.9M———
Foster & Motley Inc
N/A—132,000-132,000-100%$3.7M———
Orion Porfolio Solutions, LLC
N/A—108,254-108,254-100%$3.0M———
&partners
N/A—106,548-106,548-100%$3.0M———
Integrated Wealth Concepts LLC
N/A—90,060-90,060-100%$2.5M———
Jones Financial Companies Lllp
N/A—89,439-89,439-100%$2.5M———
Northwestern Mutual Wealth Management Co
N/A—85,411-85,411-100%$2.4M———
Drive Wealth Management, LLC
N/A—81,575-81,575-100%$2.3M———
NewEdge Advisors, LLC
N/A—77,141-77,141-100%$2.2M———
Waverly Advisors, LLC
N/A—76,174-76,174-100%$2.1M———
Rollins Financial Advisors, LLC
N/A—66,246-66,246-100%$1.8M———
Rivernorth Capital Management, LLC
N/A—62,713-62,713-100%$1.7M———
Mercer Global Advisors Inc
N/A—61,678-61,678-100%$1.7M———
Sequoia Financial Advisors, LLC
N/A—50,687-50,687-100%$1.4M———
Wealthfront Advisers LLC
N/A—49,252-49,252-100%$1.4M———
Cerity Partners LLC
N/A—42,680-42,680-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—42,301-42,301-100%$1.2M———
JPMorgan Chase & Co
N/A—39,547-39,547-100%$1.1M———
Rathbones Group PLC
N/A—32,180-32,180-100%$897.2K———
Private Advisor Group, LLC
N/A—30,860-30,860-100%$860.4K———
Kinetic Wealth Investment Advisors LLC
N/A—30,246-30,246-100%$843.2K———
AQR Capital Management LLC
N/A—29,584-29,584-100%$824.8K———
Rockefeller Capital Management L.P.
N/A—29,523-29,523-100%$823.1K———
Quantinno Capital Management LP
N/A—27,443-27,443-100%$765.1K———
Maridea Wealth Management LLC
N/A—26,023-26,023-100%$725.5K———
IFG Advisory, LLC
N/A—23,899-23,899-100%$666.3K———
Focus Partners Wealth
N/A—23,522-23,522-100%$655.8K———
Pacific Financial Group Inc
N/A—22,897-22,897-100%$638.4K———
IEQ Capital, LLC
N/A—22,098-22,098-100%$616.1K———
BlackRock, Inc.
N/A—21,642-21,642-100%$603.4K———
MML Investors Services, LLC
N/A—21,513-21,513-100%$599.8K———
Westmount Partners, LLC
N/A—20,107-20,107-100%$560.6K———
Fiduciary Trust Co
N/A—19,488-19,488-100%$543.3K———
Steward Partners Investment Advisory, LLC
N/A—18,618-18,618-100%$519.1K———
Great Valley Advisor Group, Inc.
N/A—18,206-18,206-100%$507.4K———
GeoWealth Management, LLC
N/A—13,958-13,958-100%$389.1K———
Summit Financial, LLC
N/A—12,765-12,765-100%$355.9K———
American Trust
N/A—12,313-12,313-100%$343.3K———
Susquehanna International Group, LLP
N/A—12,057-12,057-100%$336.1K———
Sanctuary Advisors, LLC
N/A—11,985-11,985-100%$334.1K———
Qube Research & Technologies Ltd
N/A—11,779-11,779-100%$328.4K———
Nuveen, LLC
N/A—11,404-11,404-100%$317.9K———
Freestone Capital Holdings, LLC
N/A—11,353-11,353-100%$316.5K———
CIBC World Market Inc.
N/A—10,845-10,845-100%$302.4K———
CIBC Bancorp USA Inc.
N/A—9,509-9,509-100%$265.1K———
Beacon Pointe Advisors, LLC
N/A—9,199-9,199-100%$256.5K———
Two Sigma Securities, LLC
N/A—9,033-9,033-100%$251.8K———
Modern Wealth Management, LLC
N/A—7,717-7,717-100%$215.2K———
Stifel Financial Corp
N/A—7,334-7,334-100%$204.5K———
EP Wealth Advisors, LLC
N/A—6,798-6,798-100%$189.5K———
O'shaughnessy Asset Management, LLC
N/A—6,674-6,674-100%$186.1K———
Federation des caisses Desjardins du Quebec
N/A—6,664-6,664-100%$185.8K———
Capital Analysts, LLC
N/A—6,581-6,581-100%$183.0K———
Bank of Montreal
N/A—5,834-5,834-100%$162.7K———
Blair William & Co
N/A—3,222-3,222-100%$89.8K———
WealthCollab, LLC
N/A—2,712-2,712-100%$75.6K———
Johnson Financial Group, Inc.
N/A—2,634-2,634-100%$73.4K———
Vanguard Advisers Inc
N/A—2,494-2,494-100%$69.5K———
Crewe Advisors LLC
N/A—2,256-2,256-100%$62.9K———
AE Wealth Management LLC
N/A—2,136-2,136-100%$59.6K———
UBS Asset Management Americas LLC
N/A—1,839-1,839-100%$51.3K———
C M Bidwell & Associates LTD
N/A—1,825-1,825-100%$50.9K———
Oakmont Advisory Group, LLC
N/A—1,512-1,512-100%$42.1K———
Ancora Advisors LLCA
N/A—1,281-1,281-100%$35.7K———
Harbour Investments, Inc.
N/A—1,217-1,217-100%$33.9K———
Vanguard National Trust Co
N/A—1,194-1,194-100%$33.3K———
Brown Brothers Harriman & Co
N/A—1,053-1,053-100%$29.4K———
Cbiz Investment Advisory Services, LLC
N/A—1,000-1,000-100%$26.9K———
Dunhill Financial, LLC
N/A—804-804-100%$22.4K———
Highland Investment Advisors LLC
N/A—651-651-100%$18.1K———
Aptus Capital Advisors, LLC
N/A—614-614-100%$17.1K———
SouthState Bank Corp
N/A—609-609-100%$17.0K———
Strategic Wealth Partners, Ltd.
N/A—540-540-100%$15.1K———
Fiduciary Financial Advisors
N/A—333-333-100%$9.3K———
Atlantic Union Bankshares Corp
N/A—312-312-100%$8.7K———
Anchor Bay Capital, Inc.
N/A—287-287-100%$8.4K———
Global Retirement Partners, LLC
N/A—247-247-100%$6.9K———
Geneos Wealth Management Inc.
N/A—177-177-100%$4.9K———
Paladin Advisory Group, LLC
N/A—175-175-100%$4.9K———
PIN OAK Investment Advisors Inc
N/A—144-144-100%$4.0K———
JPL Wealth Management, LLC
N/A—134-134-100%$3.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—51-51-100%$1.4K———
Napier Financial, LLC
N/A—37-37-100%$1.0K———
Bartlett & Co. Wealth Management LLC
N/A—29-29-100%$809———
BNP Paribas Financial Markets
N/A—5-5-100%$139———
Smartleaf Asset Management LLC
N/A—5-5-100%$139———
Toronto Dominion Bank
N/A—4-4-100%$112———
HM Payson & Co
N/A—2-2-100%$56———
Mcguire Capital Advisors Inc
N/A—1-1-100%$28———
Showing 245 of 245 institutions