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Invesco Dorsey Wright Smallc (DWAS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares293,562 from 321,789
Change-28,227 (-9%)
Value$31.0M (-$7.4M)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares151,645 from 164,316
Change-12,671 (-8%)
Value$16.4M (-$4.5M)
Filed 2026-11-06
Vise Technologies, Inc.
DECREASED
Shares28,965 from 34,817
Change-5,852 (-17%)
Value$3.1M (-$1.3M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares27,317 from 27,345
Change-28 (0%)
Value$3.0M (-$519.0K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares25,749 from 26,259
Change-510 (-2%)
Value$2.7M (-$649.3K)
Filed 2026-11-04
Sound Income Strategies, LLC
INCREASED
Shares19,199 from 14,266
Change+4,933 (+35%)
Value$2.0M (+$214.3K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares16,691 from 16,826
Change-135 (-1%)
Value$1.8M (-$332.6K)
Filed 2026-11-02
1900 Wealth Management LLC
DECREASED
Shares15,731 from 16,082
Change-351 (-2%)
Value$1.7M (-$341.9K)
Filed 2026-10-13
Colonial River Investments, LLC
INCREASED
Shares14,758 from 12,620
Change+2,138 (+17%)
Value$1.6M (-$6.7K)
Filed 2026-10-19
Nottingham Advisors, Inc.
UNCHANGED
Shares13,149 from 13,149
Change0 (0%)
Value$1.4M (-$93.5K)
Filed 2026-10-29
Family Capital Trust Co
UNCHANGED
Shares11,999 from 11,999
Change0 (0%)
Value$1.3M (-$226.8K)
Filed 2026-10-22
Geneos Wealth Management Inc.
INCREASED
Shares9,249 from 8,295
Change+954 (+12%)
Value$1.0M (-$53.3K)
Filed 2026-11-09
Trueblood Wealth Management, LLC
DECREASED
Shares9,182 from 9,256
Change-74 (-1%)
Value$995.5K (-$182.9K)
Filed 2026-10-23
Partners Wealth Management, LLC
INCREASED
Shares7,602 from 7,349
Change+253 (+3%)
Value$824.2K (-$111.4K)
Filed 2026-10-28
Financial Partners Group, Inc
UNCHANGED
Shares7,473 from 7,473
Change0 (0%)
Value$810.3K (-$141.2K)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares7,141 from 3,245
Change+3,896 (+120%)
Value$774.2K (+$361.1K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares5,215 from 4,993
Change+222 (+4%)
Value$565.4K (-$70.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares5,125 from 5,205
Change-80 (-2%)
Value$555.6K (-$107.0K)
Filed 2026-10-08
Nemes Rush Group LLC
INCREASED
Shares4,532 from 4,503
Change+29 (+1%)
Value$491.3K (-$82.0K)
Filed 2026-11-04
Strid Group, LLC
INCREASED
Shares4,008 from 4,007
Change+1 (+0%)
Value$434.5K (-$75.6K)
Filed 2026-10-28
Great Valley Advisor Group, Inc.
INCREASED
Shares3,943 from 3,305
Change+638 (+19%)
Value$427.4K (+$6.7K)
Filed 2026-11-09
Belpointe Asset Management LLC
NEW
Shares3,775
Change+3,775
Value$409.3K
Filed 2026-11-09
Fortis Capital Advisors, LLC
NEW
Shares3,775
Change+3,775
Value$409.3K
Filed 2026-11-09
CoreCap Advisors, LLC
INCREASED
Shares3,617 from 2,432
Change+1,185 (+49%)
Value$392.1K (+$82.5K)
Filed 2026-10-08
Creative Planning
DECREASED
Shares2,690 from 3,863
Change-1,173 (-30%)
Value$291.6K (-$200.2K)
Filed 2026-11-02
Focus Financial Network, Inc.
UNCHANGED
Shares2,459 from 2,459
Change0 (0%)
Value$266.6K (-$46.4K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares2,309 from 2,118
Change+191 (+9%)
Value$250.3K (-$19.3K)
Filed 2026-10-16
Nations Financial Group Inc,
UNCHANGED
Shares2,287 from 2,287
Change0 (0%)
Value$248.0K (-$43.2K)
Filed 2026-11-05
Soltis Investment Advisors LLC
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$245.4K (-$42.8K)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$234.6K (-$40.9K)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$217.9K (-$38.0K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
NEW
Shares1,904
Change+1,904
Value$206.4K
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares1,879 from 1,779
Change+100 (+6%)
Value$203.8K (-$22.7K)
Filed 2026-10-22
Citigroup Inc
NEW
Shares1,718
Change+1,718
Value$186.3K
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares1,178 from 1,064
Change+114 (+11%)
Value$127.7K (-$7.7K)
Filed 2026-10-07
Sankala Group LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$78.9K (-$5.7K)
Filed 2026-11-09
Nfsg Corp
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$46.6K (-$8.1K)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares365 from 375
Change-10 (-3%)
Value$39.6K (-$8.2K)
Filed 2026-10-21
Harbour Investments, Inc.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$39.0K (-$6.8K)
Filed 2026-11-09
Register Financial Advisors LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$30.7K (-$5.3K)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$11.7K (-$2.0K)
Filed 2026-11-02
Fifth Third Bancorp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$11.4K (-$2.0K)
Filed 2026-11-05
Bessemer Group Inc
NEW
Shares100
Change+100
Value$11
Filed 2026-11-09
Russell Investments Group, Ltd.
DECREASED
Shares65 from 96
Change-31 (-32%)
Value$7.0K (-$5.2K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.4K (-$945)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$6.1K ($0)
Filed 2026-11-06
Investors Research Corp
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.8K (-$832)
Filed 2026-10-07
Private Trust Co NA
DECREASED
Shares21 from 23
Change-2 (-9%)
Value$2.3K (-$651)
Filed 2026-10-20
Golden State Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$542 (-$95)
Filed 2026-11-02
SFG Wealth Management, Llc.
CLOSED
Shares0 from 5,338
Change-5,338 (-100%)
Value$0 (-$679.6K)
Filed 2026-10-23
Pine Valley Investments Ltd Liability Co
CLOSED
Shares0 from 1,804
Change-1,804 (-100%)
Value$0 (-$229.7K)
Filed 2026-11-09
Integrity Alliance, Llc.
CLOSED
Shares0 from 1,626
Change-1,626 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$121.5K)
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$38.2K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 357,203
Change-357,203 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 219,771
Change-219,771 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 144,270
Change-144,270 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 130,951
Change-130,951 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 130,356
Change-130,356 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 98,175
Change-98,175 (-100%)
Value—
UBS Group AG
N/A
Shares— from 79,987
Change-79,987 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 69,519
Change-69,519 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 65,464
Change-65,464 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 63,855
Change-63,855 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 46,538
Change-46,538 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 29,822
Change-29,822 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,907
Change-23,907 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,708
Change-14,708 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,545
Change-13,545 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,230
Change-12,230 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,151
Change-11,151 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,762
Change-9,762 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,882
Change-8,882 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,999
Change-7,999 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,199
Change-6,199 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 659
Change-659 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 443
Change-443 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 108
Change-108 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 64
Change-64 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
DECREASED293,562321,789-28,227-9%$38.5M$31.0M-$7.4M2026-10-13
LPL Financial LLC
DECREASED151,645164,316-12,671-8%$20.9M$16.4M-$4.5M2026-11-06
Vise Technologies, Inc.
DECREASED28,96534,817-5,852-17%$4.4M$3.1M-$1.3M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED27,31727,345-280%$3.5M$3.0M-$519.0K2026-11-02
Prospera Financial Services Inc
DECREASED25,74926,259-510-2%$3.3M$2.7M-$649.3K2026-11-04
Sound Income Strategies, LLC
INCREASED19,19914,266+4,933+35%$1.8M$2.0M+$214.3K2026-10-09
Commonwealth Equity Services, LLC
DECREASED16,69116,826-135-1%$2.1M$1.8M-$332.6K2026-11-02
1900 Wealth Management LLC
DECREASED15,73116,082-351-2%$2.0M$1.7M-$341.9K2026-10-13
Colonial River Investments, LLC
INCREASED14,75812,620+2,138+17%$1.6M$1.6M-$6.7K2026-10-19
Nottingham Advisors, Inc.
UNCHANGED13,14913,14900%$1.5M$1.4M-$93.5K2026-10-29
Family Capital Trust Co
UNCHANGED11,99911,99900%$1.5M$1.3M-$226.8K2026-10-22
Geneos Wealth Management Inc.
INCREASED9,2498,295+954+12%$1.1M$1.0M-$53.3K2026-11-09
Trueblood Wealth Management, LLC
DECREASED9,1829,256-74-1%$1.2M$995.5K-$182.9K2026-10-23
Partners Wealth Management, LLC
INCREASED7,6027,349+253+3%$935.6K$824.2K-$111.4K2026-10-28
Financial Partners Group, Inc
UNCHANGED7,4737,47300%$951.5K$810.3K-$141.2K2026-10-19
Davenport & Co LLC
INCREASED7,1413,245+3,896+120%$413.1K$774.2K+$361.1K2026-10-14
Kestra Advisory Services, LLC
INCREASED5,2154,993+222+4%$635.6K$565.4K-$70.2K2026-11-02
Farther Finance Advisors, LLC
DECREASED5,1255,205-80-2%$662.7K$555.6K-$107.0K2026-10-08
Nemes Rush Group LLC
INCREASED4,5324,503+29+1%$573.4K$491.3K-$82.0K2026-11-04
Strid Group, LLC
INCREASED4,0084,007+1+0%$510.1K$434.5K-$75.6K2026-10-28
Great Valley Advisor Group, Inc.
INCREASED3,9433,305+638+19%$420.7K$427.4K+$6.7K2026-11-09
Belpointe Asset Management LLC
NEW3,775—+3,775——$409.3K—2026-11-09
Fortis Capital Advisors, LLC
NEW3,775—+3,775——$409.3K—2026-11-09
CoreCap Advisors, LLC
INCREASED3,6172,432+1,185+49%$309.6K$392.1K+$82.5K2026-10-08
Creative Planning
DECREASED2,6903,863-1,173-30%$491.8K$291.6K-$200.2K2026-11-02
Focus Financial Network, Inc.
UNCHANGED2,4592,45900%$313.0K$266.6K-$46.4K2026-10-14
IFP Advisors, Inc
INCREASED2,3092,118+191+9%$269.7K$250.3K-$19.3K2026-10-16
Nations Financial Group Inc,
UNCHANGED2,2872,28700%$291.2K$248.0K-$43.2K2026-11-05
Soltis Investment Advisors LLC
UNCHANGED2,2632,26300%$288.1K$245.4K-$42.8K2026-10-28
MTM Investment Management, LLC
UNCHANGED2,1642,16400%$275.5K$234.6K-$40.9K2026-10-30
Spire Wealth Management
UNCHANGED2,0102,01000%$255.9K$217.9K-$38.0K2026-10-30
Concurrent Investment Advisors, LLC
NEW1,904—+1,904——$206.4K—2026-10-16
Brookstone Capital Management
INCREASED1,8791,779+100+6%$226.5K$203.8K-$22.7K2026-10-22
Citigroup Inc
NEW1,718—+1,718——$186.3K—2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED1,1781,064+114+11%$135.5K$127.7K-$7.7K2026-10-07
Sankala Group LLC
UNCHANGED72572500%$84.6K$78.9K-$5.7K2026-11-09
Nfsg Corp
UNCHANGED43043000%$54.7K$46.6K-$8.1K2026-10-15
Assetmark, Inc
DECREASED365375-10-3%$47.7K$39.6K-$8.2K2026-10-21
Harbour Investments, Inc.
UNCHANGED36036000%$45.8K$39.0K-$6.8K2026-11-09
Register Financial Advisors LLC
UNCHANGED28328300%$36.0K$30.7K-$5.3K2026-10-23
Key FInancial Inc
UNCHANGED10810800%$13.8K$11.7K-$2.0K2026-11-02
Fifth Third Bancorp
UNCHANGED10510500%$13.4K$11.4K-$2.0K2026-11-05
Bessemer Group Inc
NEW100—+100——$11—2026-11-09
Russell Investments Group, Ltd.
DECREASED6596-31-32%$12.2K$7.0K-$5.2K2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED505000%$6.4K$5.4K-$9452026-11-06
Allworth Financial LP
UNCHANGED484800%$6.1K$6.1K$02026-11-06
Investors Research Corp
UNCHANGED444400%$5.6K$4.8K-$8322026-10-07
Private Trust Co NA
DECREASED2123-2-9%$2.9K$2.3K-$6512026-10-20
Golden State Wealth Management, LLC
UNCHANGED5500%$637$542-$952026-11-02
SFG Wealth Management, Llc.
CLOSED05,338-5,338-100%$679.6K$0-$679.6K2026-10-23
Pine Valley Investments Ltd Liability Co
CLOSED01,804-1,804-100%$229.7K$0-$229.7K2026-11-09
Integrity Alliance, Llc.
CLOSED01,626-1,626-100%$207.0K$0-$207.0K2026-10-29
Cornerstone Planning Group LLC
CLOSED01,033-1,033-100%$121.5K$0-$121.5K2026-10-16
Institute for Wealth Management, Llc.
CLOSED0300-300-100%$38.2K$0-$38.2K2026-11-06
Morgan Stanley
N/A—357,203-357,203-100%$45.5M———
Goldman Sachs Group Inc
N/A—219,771-219,771-100%$28.0M———
Bank of America Corp
N/A—144,270-144,270-100%$18.4M———
Wells Fargo & Company
N/A—130,951-130,951-100%$16.7M———
Royal Bank of Canada
N/A—130,356-130,356-100%$16.6M———
Stifel Financial Corp
N/A—98,175-98,175-100%$12.5M———
UBS Group AG
N/A—79,987-79,987-100%$10.2M———
BNP Paribas Financial Markets
N/A—69,519-69,519-100%$8.9M———
Raymond James Financial Inc
N/A—65,464-65,464-100%$8.3M———
Sanctuary Advisors, LLC
N/A—63,855-63,855-100%$8.1M———
HighMark Wealth Management LLC
N/A—46,538-46,538-100%$5.9M———
Biondo Investment Advisors, LLC
N/A—29,822-29,822-100%$3.8M———
Janney Montgomery Scott LLC
N/A—23,907-23,907-100%$3.0M———
Cetera Investment Advisers
N/A—19,067-19,067-100%$2.4M———
Snowden Capital Advisors LLC
N/A—14,708-14,708-100%$1.9M———
Northwestern Mutual Wealth Management Co
N/A—13,545-13,545-100%$1.7M———
Private Advisor Group, LLC
N/A—12,230-12,230-100%$1.6M———
AQR Capital Management LLC
N/A—11,151-11,151-100%$1.4M———
MML Investors Services, LLC
N/A—9,762-9,762-100%$1.2M———
Two Sigma Investments, LP
N/A—9,500-9,500-100%$1.2M———
EP Wealth Advisors, LLC
N/A—8,882-8,882-100%$1.1M———
Osaic Holdings, Inc.
N/A—7,999-7,999-100%$1.0M———
JPMorgan Chase & Co
N/A—7,764-7,764-100%$974.4K———
Quantinno Capital Management LP
N/A—7,533-7,533-100%$959.1K———
Benjamin Edwards Inc
N/A—6,199-6,199-100%$789.2K———
MorganRosel Wealth Management, LLC
N/A—6,054-6,054-100%$770.8K———
Citadel Advisors LLC
N/A—4,702-4,702-100%$598.6K———
NewEdge Advisors, LLC
N/A—4,131-4,131-100%$525.9K———
Stratos Wealth Partners, Ltd.
N/A—4,048-4,048-100%$515.4K———
Baird Financial Group, Inc.
N/A—3,718-3,718-100%$473.4K———
Scotia Capital Inc.
N/A—3,557-3,557-100%$452.9K———
Envestnet Asset Management Inc
N/A—3,464-3,464-100%$441.0K———
Focus Partners Wealth
N/A—3,452-3,452-100%$439.6K———
Mercer Global Advisors Inc
N/A—3,043-3,043-100%$387.4K———
Mariner, LLC
N/A—2,712-2,712-100%$345.3K———
Susquehanna International Group, LLP
N/A—2,652-2,652-100%$337.6K———
Waverly Advisors, LLC
N/A—2,601-2,601-100%$331.1K———
Steward Partners Investment Advisory, LLC
N/A—2,579-2,579-100%$328.3K———
National Bank of Canada
N/A—2,550-2,550-100%$324.2K———
CIBC World Market Inc.
N/A—2,467-2,467-100%$314.1K———
BlackRock, Inc.
N/A—2,274-2,274-100%$289.5K———
FMR LLC
N/A—2,134-2,134-100%$271.7K———
Caprock Group, LLC
N/A—1,907-1,907-100%$242.8K———
IHT Wealth Management, LLC
N/A—1,643-1,643-100%$209.2K———
Jones Financial Companies Lllp
N/A—1,178-1,178-100%$145.6K———
Founders Financial Alliance, LLC
N/A—1,064-1,064-100%$135.4K———
Huntington National Bank
N/A—1,000-1,000-100%$127.3K———
Pursuit Wealth Strategies, LLC
N/A—737-737-100%$93.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—659-659-100%$83.9K———
Rockefeller Capital Management L.P.
N/A—443-443-100%$56.4K———
UBS Asset Management Americas LLC
N/A—366-366-100%$46.6K———
FWL Investment Management, LLC
N/A—332-332-100%$42.3K———
LRI Investments, LLC
N/A—200-200-100%$25.5K———
AE Wealth Management LLC
N/A—185-185-100%$23.6K———
Qube Research & Technologies Ltd
N/A—108-108-100%$13.8K———
Tower Research Capital LLC (TRC)
N/A—64-64-100%$8.1K———
Global Retirement Partners, LLC
N/A—37-37-100%$4.7K———
BFC Planning, Inc.
N/A—20-20-100%$2.5K———
Showing 112 of 112 institutions