Invesco Dorsey Wright Develo (PIZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares805,586 from 966,882

Change-161,296 (-17%)

Value$42.7M (-$11.3M)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares314,189 from 313,971

Change+218 (+0%)

Value$16.0M (-$1.0M)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares227,602 from 168,347

Change+59,255 (+35%)

Value$12.1M (+$2.7M)

Filed 2026-11-02

NewSquare Capital LLC

DECREASED

Shares179,632 from 183,637

Change-4,005 (-2%)

Value$9.5M (-$737.6K)

Filed 2026-11-06

Systelligence, LLC

DECREASED

Shares156,413 from 335,628

Change-179,215 (-53%)

Value$9.6M (-$9.2M)

Filed 2026-11-05

Creative Financial Designs Inc

INCREASED

Shares156,179 from 149,786

Change+6,393 (+4%)

Value$8.3M (-$89.3K)

Filed 2026-11-04

Redstone Wealth Management, LLC

INCREASED

Shares88,782 from 84,712

Change+4,070 (+5%)

Value$4.7M (-$26.4K)

Filed 2026-10-20

Wagner Wealth Management, Corp

INCREASED

Shares68,006 from 62,710

Change+5,296 (+8%)

Value$3.6M (+$101.6K)

Filed 2026-10-20

Truist Financial Corp

INCREASED

Shares65,824 from 61,747

Change+4,077 (+7%)

Value$3.5M (+$39.7K)

Filed 2026-10-30

Genesee Capital Advisors, LLC

DECREASED

Shares53,084 from 53,585

Change-501 (-1%)

Value$2.8M (-$179.8K)

Filed 2026-10-20

Kestra Private Wealth Services, LLC

INCREASED

Shares42,925 from 42,595

Change+330 (+1%)

Value$2.3M (-$104.3K)

Filed 2026-11-06

PFG Advisors

INCREASED

Shares39,217 from 36,657

Change+2,560 (+7%)

Value$2.1M (+$30.9K)

Filed 2026-10-16

Prospera Financial Services Inc

DECREASED

Shares38,211 from 80,972

Change-42,761 (-53%)

Value$1.9M (-$2.7M)

Filed 2026-11-04

Vista Investment Partners II, LLC

INCREASED

Shares36,958 from 32,122

Change+4,836 (+15%)

Value$2.0M (+$164.7K)

Filed 2026-10-15

Del-Sette Capital Management, LLC

INCREASED

Shares28,896 from 24,320

Change+4,576 (+19%)

Value$1.5M (+$173.2K)

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares28,455 from 6,775

Change+21,680 (+320%)

Value$1.5M (+$1.1M)

Filed 2026-10-16

Blueprint Investment Partners LLC

DECREASED

Shares28,072 from 36,573

Change-8,501 (-23%)

Value$1.5M (-$555.5K)

Filed 2026-10-28

Blueprint Financial Advisors LLC

DECREASED

Shares28,072 from 36,573

Change-8,501 (-23%)

Value$1.5M (-$555.5K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares27,255 from 69,871

Change-42,616 (-61%)

Value$1.4M (-$2.5M)

Filed 2026-11-02

Thrivent Financial for Lutherans

NEW

Shares26,663

Change+26,663

Value$1.4M

Filed 2026-11-05

Atria Investments, Inc

INCREASED

Shares21,054 from 13,862

Change+7,192 (+52%)

Value$1.1M (+$341.8K)

Filed 2026-10-15

Formidable Asset Management, LLC

DECREASED

Shares19,455 from 19,642

Change-187 (-1%)

Value$1.1M (+$114.9K)

Filed 2026-11-03

Trueblood Wealth Management, LLC

DECREASED

Shares19,298 from 19,979

Change-681 (-3%)

Value$1.0M (-$93.2K)

Filed 2026-10-23

Cyndeo Wealth Partners, LLC

DECREASED

Shares19,057 from 20,629

Change-1,572 (-8%)

Value$1.0M (-$142.4K)

Filed 2026-10-16

Steinberganna Wealth Management

DECREASED

Shares13,828 from 14,049

Change-221 (-2%)

Value$733.4K (-$51.9K)

Filed 2026-10-23

Fifth Third Bancorp

UNCHANGED

Shares10,582 from 10,582

Change0 (0%)

Value$561.3K (-$30.3K)

Filed 2026-11-05

Darden Wealth Group Inc

INCREASED

Shares8,665 from 7,796

Change+869 (+11%)

Value$459.6K (+$23.8K)

Filed 2026-11-06

Bensler, LLC

INCREASED

Shares8,320 from 7,348

Change+972 (+13%)

Value$441.3K (+$30.5K)

Filed 2026-11-05

Riggs Asset Managment Co. Inc.

UNCHANGED

Shares7,378 from 7,378

Change0 (0%)

Value$391.3K (-$21.1K)

Filed 2026-11-05

FAI Advisors, Inc.

UNCHANGED

Shares6,200 from 6,200

Change0 (0%)

Value$328.8K (-$17.7K)

Filed 2026-10-27

Willner & Heller, LLC

DECREASED

Shares6,058 from 8,992

Change-2,934 (-33%)

Value$321.3K (-$181.4K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares5,794 from 5,468

Change+326 (+6%)

Value$307.3K (+$1.7K)

Filed 2026-11-02

Heirloom Wealth Management

UNCHANGED

Shares5,657 from 5,657

Change0 (0%)

Value$300.0K (-$16.2K)

Filed 2026-10-14

Capital Investment Advisory Services, LLC

UNCHANGED

Shares5,325 from 5,325

Change0 (0%)

Value$282.4K (-$15.2K)

Filed 2026-10-30

Vise Technologies, Inc.

UNCHANGED

Shares5,225 from 5,225

Change0 (0%)

Value$277.1K (-$14.9K)

Filed 2026-10-29

Apollon Wealth Management, LLC

UNCHANGED

Shares5,214 from 5,214

Change0 (0%)

Value$276.6K (-$14.9K)

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares5,196 from 5,627

Change-431 (-8%)

Value$275.6K (-$39.0K)

Filed 2026-10-08

Kingswood Wealth Advisors, LLC

NEW

Shares4,044

Change+4,044

Value$214.5K

Filed 2026-10-23

Flagship Wealth Advisors, LLC

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$132.6K (-$7.2K)

Filed 2026-11-03

Spire Wealth Management

UNCHANGED

Shares1,637 from 1,637

Change0 (0%)

Value$86.8K (-$4.7K)

Filed 2026-10-30

Dhjj Financial Advisors, Ltd.

DECREASED

Shares1,444 from 1,534

Change-90 (-6%)

Value$76.6K (-$9.2K)

Filed 2026-10-23

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares1,296 from 1,296

Change0 (0%)

Value$68.7K (-$3.7K)

Filed 2026-10-07

Cape Investment Advisory, Inc.

UNCHANGED

Shares950 from 950

Change0 (0%)

Value$50.4K (-$2.7K)

Filed 2026-10-13

Key FInancial Inc

UNCHANGED

Shares406 from 406

Change0 (0%)

Value$21.5K (-$1.2K)

Filed 2026-11-02

Caldwell Trust Co

DECREASED

Shares250 from 280

Change-30 (-11%)

Value$13.3K (-$2.4K)

Filed 2026-10-30

Lanark Financial, Inc.

DECREASED

Shares241 from 1,360

Change-1,119 (-82%)

Value$12.8K (-$63.3K)

Filed 2026-10-26

Foresight Capital Management Advisors, Inc.

NEW

Shares52

Change+52

Value$2.8K

Filed 2026-10-27

Realta Investment Advisors

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$2.1K (-$114)

Filed 2026-10-14

Assetmark, Inc

NEW

Shares19

Change+19

Value$1.0K

Filed 2026-10-21

Farmers & Merchants Investments Inc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$530 (-$29)

Filed 2026-10-22

Private Advisory Group LLC

CLOSED

Shares0 from 25,915

Change-25,915 (-100%)

Value$0 (-$1.4M)

Filed 2026-11-06

Citigroup Inc

CLOSED

Shares0 from 15,684

Change-15,684 (-100%)

Value$0 (-$876.8K)

Filed 2026-11-04

RiverTree Advisors, LLC

CLOSED

Shares0 from 15,374

Change-15,374 (-100%)

Value$0 (-$859.4K)

Filed 2026-10-13

Private Client Services, LLC

CLOSED

Shares0 from 4,950

Change-4,950 (-100%)

Value$0 (-$276.7K)

Filed 2026-10-02

International Assets Investment Management, LLC

CLOSED

Shares0 from 294

Change-294 (-100%)

Value$0 (-$16.3K)

Filed 2026-11-02

Wells Fargo & Company

N/A

Shares— from 1,967,432

Change-1,967,432 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,193,152

Change-1,193,152 (-100%)

Value—

Affinity Wealth Management LLC

N/A

Shares— from 849,910

Change-849,910 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 648,239

Change-648,239 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 484,715

Change-484,715 (-100%)

Value—

Axiom Financial Strategies, LLC

N/A

Shares— from 407,770

Change-407,770 (-100%)

Value—

UBS Group AG

N/A

Shares— from 345,711

Change-345,711 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 284,922

Change-284,922 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 165,178

Change-165,178 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 136,806

Change-136,806 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 86,557

Change-86,557 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 81,777

Change-81,777 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 71,781

Change-71,781 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 68,647

Change-68,647 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 67,081

Change-67,081 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 61,337

Change-61,337 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 54,692

Change-54,692 (-100%)

Value—

&partners

N/A

Shares— from 49,478

Change-49,478 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 46,737

Change-46,737 (-100%)

Value—

Bellars Harris Wealth Management, LLC

N/A

Shares— from 46,389

Change-46,389 (-100%)

Value—

Greenline Wealth Management LLC

N/A

Shares— from 44,020

Change-44,020 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 39,806

Change-39,806 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 36,302

Change-36,302 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 33,455

Change-33,455 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 29,819

Change-29,819 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 23,150

Change-23,150 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 20,683

Change-20,683 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 20,475

Change-20,475 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 19,849

Change-19,849 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 13,975

Change-13,975 (-100%)

Value—

Petra Financial Advisors Inc

N/A

Shares— from 13,853

Change-13,853 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 13,685

Change-13,685 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 12,061

Change-12,061 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 10,712

Change-10,712 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 9,867

Change-9,867 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 9,855

Change-9,855 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 8,646

Change-8,646 (-100%)

Value—

Kane Investment Management, Inc.

N/A

Shares— from 8,216

Change-8,216 (-100%)

Value—

Nicholson Wealth Management Group, LLC

N/A

Shares— from 8,073

Change-8,073 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 7,945

Change-7,945 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 7,271

Change-7,271 (-100%)

Value—

Stelac Advisory Services LLC

N/A

Shares— from 7,250

Change-7,250 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 7,083

Change-7,083 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 7,079

Change-7,079 (-100%)

Value—

Mainstay Capital Management LLC

N/A

Shares— from 6,507

Change-6,507 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 6,378

Change-6,378 (-100%)

Value—

MorganRosel Wealth Management, LLC

N/A

Shares— from 6,331

Change-6,331 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,217

Change-6,217 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 5,674

Change-5,674 (-100%)

Value—

EWA, LLC

N/A

Shares— from 5,536

Change-5,536 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 5,523

Change-5,523 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 5,218

Change-5,218 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 4,628

Change-4,628 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 4,239

Change-4,239 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,879

Change-3,879 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 3,772

Change-3,772 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,699

Change-2,699 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,958

Change-1,958 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,149

Change-1,149 (-100%)

Value—

Pursuit Wealth Strategies, LLC

N/A

Shares— from 990

Change-990 (-100%)

Value—

FMR LLC

N/A

Shares— from 715

Change-715 (-100%)

Value—

Blair William & Co

N/A

Shares— from 600

Change-600 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 476

Change-476 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 327

Change-327 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 283

Change-283 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 125

Change-125 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 110

Change-110 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 21

Change-21 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	805,586	966,882	-161,296	-17%	$54.0M	$42.7M	-$11.3M	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	314,189	313,971	+218	+0%	$17.0M	$16.0M	-$1.0M	2026-10-13
Cambridge Investment Research Advisors, Inc.	INCREASED	227,602	168,347	+59,255	+35%	$9.4M	$12.1M	+$2.7M	2026-11-02
NewSquare Capital LLC	DECREASED	179,632	183,637	-4,005	-2%	$10.3M	$9.5M	-$737.6K	2026-11-06
Systelligence, LLC	DECREASED	156,413	335,628	-179,215	-53%	$18.8M	$9.6M	-$9.2M	2026-11-05
Creative Financial Designs Inc	INCREASED	156,179	149,786	+6,393	+4%	$8.4M	$8.3M	-$89.3K	2026-11-04
Redstone Wealth Management, LLC	INCREASED	88,782	84,712	+4,070	+5%	$4.7M	$4.7M	-$26.4K	2026-10-20
Wagner Wealth Management, Corp	INCREASED	68,006	62,710	+5,296	+8%	$3.5M	$3.6M	+$101.6K	2026-10-20
Truist Financial Corp	INCREASED	65,824	61,747	+4,077	+7%	$3.5M	$3.5M	+$39.7K	2026-10-30
Genesee Capital Advisors, LLC	DECREASED	53,084	53,585	-501	-1%	$3.0M	$2.8M	-$179.8K	2026-10-20
Kestra Private Wealth Services, LLC	INCREASED	42,925	42,595	+330	+1%	$2.4M	$2.3M	-$104.3K	2026-11-06
PFG Advisors	INCREASED	39,217	36,657	+2,560	+7%	$2.0M	$2.1M	+$30.9K	2026-10-16
Prospera Financial Services Inc	DECREASED	38,211	80,972	-42,761	-53%	$4.5M	$1.9M	-$2.7M	2026-11-04
Vista Investment Partners II, LLC	INCREASED	36,958	32,122	+4,836	+15%	$1.8M	$2.0M	+$164.7K	2026-10-15
Del-Sette Capital Management, LLC	INCREASED	28,896	24,320	+4,576	+19%	$1.4M	$1.5M	+$173.2K	2026-10-23
IFP Advisors, Inc	INCREASED	28,455	6,775	+21,680	+320%	$378.7K	$1.5M	+$1.1M	2026-10-16
Blueprint Investment Partners LLC	DECREASED	28,072	36,573	-8,501	-23%	$2.0M	$1.5M	-$555.5K	2026-10-28
Blueprint Financial Advisors LLC	DECREASED	28,072	36,573	-8,501	-23%	$2.0M	$1.5M	-$555.5K	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	27,255	69,871	-42,616	-61%	$3.9M	$1.4M	-$2.5M	2026-11-02
Thrivent Financial for Lutherans	NEW	26,663	—	+26,663	—	—	$1.4M	—	2026-11-05
Atria Investments, Inc	INCREASED	21,054	13,862	+7,192	+52%	$774.9K	$1.1M	+$341.8K	2026-10-15
Formidable Asset Management, LLC	DECREASED	19,455	19,642	-187	-1%	$972.7K	$1.1M	+$114.9K	2026-11-03
Trueblood Wealth Management, LLC	DECREASED	19,298	19,979	-681	-3%	$1.1M	$1.0M	-$93.2K	2026-10-23
Cyndeo Wealth Partners, LLC	DECREASED	19,057	20,629	-1,572	-8%	$1.2M	$1.0M	-$142.4K	2026-10-16
Steinberganna Wealth Management	DECREASED	13,828	14,049	-221	-2%	$785.4K	$733.4K	-$51.9K	2026-10-23
Fifth Third Bancorp	UNCHANGED	10,582	10,582	0	0%	$591.5K	$561.3K	-$30.3K	2026-11-05
Darden Wealth Group Inc	INCREASED	8,665	7,796	+869	+11%	$435.8K	$459.6K	+$23.8K	2026-11-06
Bensler, LLC	INCREASED	8,320	7,348	+972	+13%	$410.7K	$441.3K	+$30.5K	2026-11-05
Riggs Asset Managment Co. Inc.	UNCHANGED	7,378	7,378	0	0%	$412.4K	$391.3K	-$21.1K	2026-11-05
FAI Advisors, Inc.	UNCHANGED	6,200	6,200	0	0%	$346.6K	$328.8K	-$17.7K	2026-10-27
Willner & Heller, LLC	DECREASED	6,058	8,992	-2,934	-33%	$502.7K	$321.3K	-$181.4K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	5,794	5,468	+326	+6%	$305.6K	$307.3K	+$1.7K	2026-11-02
Heirloom Wealth Management	UNCHANGED	5,657	5,657	0	0%	$316.2K	$300.0K	-$16.2K	2026-10-14
Capital Investment Advisory Services, LLC	UNCHANGED	5,325	5,325	0	0%	$297.7K	$282.4K	-$15.2K	2026-10-30
Vise Technologies, Inc.	UNCHANGED	5,225	5,225	0	0%	$292.1K	$277.1K	-$14.9K	2026-10-29
Apollon Wealth Management, LLC	UNCHANGED	5,214	5,214	0	0%	$291.5K	$276.6K	-$14.9K	2026-10-23
Farther Finance Advisors, LLC	DECREASED	5,196	5,627	-431	-8%	$314.5K	$275.6K	-$39.0K	2026-10-08
Kingswood Wealth Advisors, LLC	NEW	4,044	—	+4,044	—	—	$214.5K	—	2026-10-23
Flagship Wealth Advisors, LLC	UNCHANGED	2,500	2,500	0	0%	$139.8K	$132.6K	-$7.2K	2026-11-03
Spire Wealth Management	UNCHANGED	1,637	1,637	0	0%	$91.5K	$86.8K	-$4.7K	2026-10-30
Dhjj Financial Advisors, Ltd.	DECREASED	1,444	1,534	-90	-6%	$85.8K	$76.6K	-$9.2K	2026-10-23
Wealth Enhancement Trust Services, Inc.	UNCHANGED	1,296	1,296	0	0%	$72.4K	$68.7K	-$3.7K	2026-10-07
Cape Investment Advisory, Inc.	UNCHANGED	950	950	0	0%	$53.1K	$50.4K	-$2.7K	2026-10-13
Key FInancial Inc	UNCHANGED	406	406	0	0%	$22.7K	$21.5K	-$1.2K	2026-11-02
Caldwell Trust Co	DECREASED	250	280	-30	-11%	$15.7K	$13.3K	-$2.4K	2026-10-30
Lanark Financial, Inc.	DECREASED	241	1,360	-1,119	-82%	$76.1K	$12.8K	-$63.3K	2026-10-26
Foresight Capital Management Advisors, Inc.	NEW	52	—	+52	—	—	$2.8K	—	2026-10-27
Realta Investment Advisors	UNCHANGED	40	40	0	0%	$2.2K	$2.1K	-$114	2026-10-14
Assetmark, Inc	NEW	19	—	+19	—	—	$1.0K	—	2026-10-21
Farmers & Merchants Investments Inc	UNCHANGED	10	10	0	0%	$559	$530	-$29	2026-10-22
Private Advisory Group LLC	CLOSED	0	25,915	-25,915	-100%	$1.4M	$0	-$1.4M	2026-11-06
Citigroup Inc	CLOSED	0	15,684	-15,684	-100%	$876.8K	$0	-$876.8K	2026-11-04
RiverTree Advisors, LLC	CLOSED	0	15,374	-15,374	-100%	$859.4K	$0	-$859.4K	2026-10-13
Private Client Services, LLC	CLOSED	0	4,950	-4,950	-100%	$276.7K	$0	-$276.7K	2026-10-02
International Assets Investment Management, LLC	CLOSED	0	294	-294	-100%	$16.3K	$0	-$16.3K	2026-11-02
Wells Fargo & Company	N/A	—	1,967,432	-1,967,432	-100%	$110.0M	—	—	—
Morgan Stanley	N/A	—	1,193,152	-1,193,152	-100%	$66.7M	—	—	—
Affinity Wealth Management LLC	N/A	—	849,910	-849,910	-100%	$47.5M	—	—	—
Royal Bank of Canada	N/A	—	648,239	-648,239	-100%	$36.2M	—	—	—
Raymond James Financial Inc	N/A	—	484,715	-484,715	-100%	$27.1M	—	—	—
Axiom Financial Strategies, LLC	N/A	—	407,770	-407,770	-100%	$22.8M	—	—	—
UBS Group AG	N/A	—	345,711	-345,711	-100%	$19.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	284,922	-284,922	-100%	$15.9M	—	—	—
Cetera Investment Advisers	N/A	—	165,178	-165,178	-100%	$9.2M	—	—	—
Jones Financial Companies Lllp	N/A	—	136,806	-136,806	-100%	$7.5M	—	—	—
MML Investors Services, LLC	N/A	—	86,557	-86,557	-100%	$4.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	81,777	-81,777	-100%	$4.6M	—	—	—
Jane Street Group, LLC	N/A	—	71,781	-71,781	-100%	$4.0M	—	—	—
Equitable Holdings, Inc.	N/A	—	68,647	-68,647	-100%	$3.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	67,081	-67,081	-100%	$3.7M	—	—	—
Baird Financial Group, Inc.	N/A	—	61,337	-61,337	-100%	$3.4M	—	—	—
Stifel Financial Corp	N/A	—	54,692	-54,692	-100%	$3.1M	—	—	—
&partners	N/A	—	49,478	-49,478	-100%	$2.8M	—	—	—
HighTower Advisors, LLC	N/A	—	46,737	-46,737	-100%	$2.6M	—	—	—
Bellars Harris Wealth Management, LLC	N/A	—	46,389	-46,389	-100%	$2.6M	—	—	—
Greenline Wealth Management LLC	N/A	—	44,020	-44,020	-100%	$2.5M	—	—	—
Flow Traders U.S. LLC	N/A	—	39,806	-39,806	-100%	$2.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	36,302	-36,302	-100%	$2.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	33,455	-33,455	-100%	$1.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	29,819	-29,819	-100%	$1.7M	—	—	—
CreativeOne Wealth, LLC	N/A	—	23,150	-23,150	-100%	$1.3M	—	—	—
Bank of America Corp	N/A	—	20,683	-20,683	-100%	$1.2M	—	—	—
GTS Securities LLC	N/A	—	20,475	-20,475	-100%	$1.1M	—	—	—
PFG Investments, LLC	N/A	—	19,849	-19,849	-100%	$1.1M	—	—	—
Geneos Wealth Management Inc.	N/A	—	13,975	-13,975	-100%	$781.2K	—	—	—
Petra Financial Advisors Inc	N/A	—	13,853	-13,853	-100%	$774.4K	—	—	—
Quantinno Capital Management LP	N/A	—	13,685	-13,685	-100%	$765.0K	—	—	—
Natixis Advisors, LLC	N/A	—	12,061	-12,061	-100%	$674.0K	—	—	—
JPMorgan Chase & Co	N/A	—	10,712	-10,712	-100%	$590.7K	—	—	—
Advisory Services Network, LLC	N/A	—	9,867	-9,867	-100%	$551.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	9,855	-9,855	-100%	$550.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	8,646	-8,646	-100%	$483.3K	—	—	—
Kane Investment Management, Inc.	N/A	—	8,216	-8,216	-100%	$459.3K	—	—	—
Nicholson Wealth Management Group, LLC	N/A	—	8,073	-8,073	-100%	$451.3K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	7,945	-7,945	-100%	$444.1K	—	—	—
CIBC World Market Inc.	N/A	—	7,271	-7,271	-100%	$406.4K	—	—	—
Stelac Advisory Services LLC	N/A	—	7,250	-7,250	-100%	$405.3K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	7,083	-7,083	-100%	$395.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	7,079	-7,079	-100%	$395.7K	—	—	—
Mainstay Capital Management LLC	N/A	—	6,507	-6,507	-100%	$363.7K	—	—	—
Drive Wealth Management, LLC	N/A	—	6,378	-6,378	-100%	$356.5K	—	—	—
MorganRosel Wealth Management, LLC	N/A	—	6,331	-6,331	-100%	$353.9K	—	—	—
Private Advisor Group, LLC	N/A	—	6,217	-6,217	-100%	$347.5K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	5,674	-5,674	-100%	$317.0K	—	—	—
EWA, LLC	N/A	—	5,536	-5,536	-100%	$309.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	5,523	-5,523	-100%	$308.7K	—	—	—
Benjamin Edwards Inc	N/A	—	5,218	-5,218	-100%	$291.8K	—	—	—
BFC Planning, Inc.	N/A	—	4,628	-4,628	-100%	$258.7K	—	—	—
AQR Capital Management LLC	N/A	—	4,239	-4,239	-100%	$237.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,879	-3,879	-100%	$216.8K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	3,772	-3,772	-100%	$210.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,699	-2,699	-100%	$150.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,958	-1,958	-100%	$109.4K	—	—	—
Arax Advisory Partners	N/A	—	1,149	-1,149	-100%	$64.2K	—	—	—
Pursuit Wealth Strategies, LLC	N/A	—	990	-990	-100%	$55.3K	—	—	—
FMR LLC	N/A	—	715	-715	-100%	$40.0K	—	—	—
Blair William & Co	N/A	—	600	-600	-100%	$33.5K	—	—	—
Glenmede Trust Co NA	N/A	—	476	-476	-100%	$26.6K	—	—	—
AE Wealth Management LLC	N/A	—	327	-327	-100%	$18.3K	—	—	—
Qube Research & Technologies Ltd	N/A	—	283	-283	-100%	$15.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	125	-125	-100%	$7.0K	—	—	—
Aventura Private Wealth, LLC	N/A	—	110	-110	-100%	$6.1K	—	—	—
Harbour Investments, Inc.	N/A	—	21	-21	-100%	$1.2K	—	—	—

Showing 123 of 123 institutions