Invesco Rafi Strategic US ET (IUS)

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

INCREASED

Shares1,810,755 from 1,784,665

Change+26,090 (+1%)

Value$122.8M (+$5.8M)

Filed 2026-11-06

Alpine Bank Wealth Management

INCREASED

Shares609,925 from 590,590

Change+19,335 (+3%)

Value$41.4M (+$2.6M)

Filed 2026-10-16

Intelligence Driven Advisers, LLC

INCREASED

Shares565,669 from 559,703

Change+5,966 (+1%)

Value$38.4M (+$1.7M)

Filed 2026-10-09

Berkeley, Inc

INCREASED

Shares264,245 from 233,733

Change+30,512 (+13%)

Value$17.9M (+$2.6M)

Filed 2026-10-20

Merit Financial Group, LLC

INCREASED

Shares248,425 from 246,487

Change+1,938 (+1%)

Value$16.8M (+$681.9K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares245,434 from 242,705

Change+2,729 (+1%)

Value$16.6M (+$727.0K)

Filed 2026-11-02

ARQ Wealth Advisors, LLC

DECREASED

Shares237,804 from 247,525

Change-9,721 (-4%)

Value$16.1M (-$448.4K)

Filed 2026-10-29

Lighthouse Wealth Management Inc.

DECREASED

Shares167,563 from 171,964

Change-4,401 (-3%)

Value$11.4M (+$85.5K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares135,109 from 137,761

Change-2,652 (-2%)

Value$9.2M (+$127.8K)

Filed 2026-11-02

PFG Advisors

INCREASED

Shares133,219 from 124,271

Change+8,948 (+7%)

Value$9.0M (+$884.3K)

Filed 2026-10-16

Concurrent Investment Advisors, LLC

NEW

Shares121,189

Change+121,189

Value$8.2M

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares97,248 from 96,203

Change+1,045 (+1%)

Value$6.6M (+$286.0K)

Filed 2026-11-02

Professional Financial Advisors, LLC

INCREASED

Shares78,413 from 75,825

Change+2,588 (+3%)

Value$5.3M (+$344.8K)

Filed 2026-10-13

Eagle Strategies LLC

INCREASED

Shares38,523 from 36,301

Change+2,222 (+6%)

Value$2.6M (+$231.8K)

Filed 2026-10-16

Rose Capital Advisors LLC

NEW

Shares36,551

Change+36,551

Value$2.5M

Filed 2026-11-04

Tempus Wealth Planning, LLC

INCREASED

Shares31,440 from 14,530

Change+16,910 (+116%)

Value$2.1M (+$1.2M)

Filed 2026-10-14

Breakwater Capital Group

INCREASED

Shares28,865 from 25,072

Change+3,793 (+15%)

Value$2.0M (+$313.2K)

Filed 2026-10-09

Larson Financial Group LLC

INCREASED

Shares26,163 from 25,667

Change+496 (+2%)

Value$1.8M (+$90.9K)

Filed 2026-11-05

CoreCap Advisors, LLC

DECREASED

Shares25,011 from 27,009

Change-1,998 (-7%)

Value$1.7M (-$75.2K)

Filed 2026-10-08

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares22,536 from 22,536

Change0 (0%)

Value$1.6M (+$53.4K)

Filed 2026-10-13

RFG - Bristol Wealth Advisors, LLC

INCREASED

Shares19,854 from 19,791

Change+63 (+0%)

Value$1.3M (+$48.5K)

Filed 2026-10-09

Centerpoint Advisory Group

DECREASED

Shares18,518 from 18,683

Change-165 (-1%)

Value$1.3M (+$30.5K)

Filed 2026-10-23

Foguth Wealth Management, Llc.

DECREASED

Shares14,888 from 19,675

Change-4,787 (-24%)

Value$1.0M (-$268.3K)

Filed 2026-10-19

RVW Wealth, LLC

INCREASED

Shares14,134 from 14,024

Change+110 (+1%)

Value$958.5K (+$38.8K)

Filed 2026-10-06

Prospera Financial Services Inc

INCREASED

Shares13,781 from 8,392

Change+5,389 (+64%)

Value$969.0K (+$418.4K)

Filed 2026-11-04

Sigma Planning Corp

INCREASED

Shares11,078 from 11,076

Change+2 (+0%)

Value$751.2K (+$24.9K)

Filed 2026-10-23

Assetmark, Inc

INCREASED

Shares8,323 from 205

Change+8,118 (+3960%)

Value$564.4K (+$551.0K)

Filed 2026-10-21

Fermata Advisors, LLC

INCREASED

Shares7,636 from 7,397

Change+239 (+3%)

Value$517.8K (+$32.7K)

Filed 2026-10-13

Well Done, LLC

INCREASED

Shares6,969 from 6,631

Change+338 (+5%)

Value$472.6K (+$37.7K)

Filed 2026-10-20

Allworth Financial LP

UNCHANGED

Shares6,817 from 6,817

Change0 (0%)

Value$447.0K ($0)

Filed 2026-11-06

Parallel Advisors, LLC

NEW

Shares6,720

Change+6,720

Value$455.7K

Filed 2026-11-03

Titleist Asset Management, LLC

DECREASED

Shares6,282 from 6,323

Change-41 (-1%)

Value$426.0K (+$11.3K)

Filed 2026-10-08

Sound Income Strategies, LLC

UNCHANGED

Shares5,261 from 5,261

Change0 (0%)

Value$364.5K (+$19.5K)

Filed 2026-10-09

Onyx Bridge Wealth Group LLC

DECREASED

Shares5,207 from 12,596

Change-7,389 (-59%)

Value$353.1K (-$472.9K)

Filed 2026-10-16

Dynamic Advisor Solutions LLC

INCREASED

Shares5,015 from 4,033

Change+982 (+24%)

Value$340.1K (+$75.6K)

Filed 2026-10-13

Sunrise Financial Services, LLC

DECREASED

Shares4,704 from 5,159

Change-455 (-9%)

Value$319.0K (-$19.4K)

Filed 2026-10-21

Independent Financial Group, LLC

UNCHANGED

Shares4,329 from 4,329

Change0 (0%)

Value$293.6K (+$9.7K)

Filed 2026-10-13

Raub Brock Capital Management LP

INCREASED

Shares4,066 from 4,053

Change+13 (+0%)

Value$275.8K (+$10.0K)

Filed 2026-10-21

Redhawk Wealth Advisors, Inc.

DECREASED

Shares3,924 from 4,306

Change-382 (-9%)

Value$266.1K (-$16.3K)

Filed 2026-10-14

IFC & Insurance Marketing, Inc.

UNCHANGED

Shares3,856 from 3,856

Change0 (0%)

Value$261.5K (+$8.6K)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares3,806 from 3,764

Change+42 (+1%)

Value$258.1K (+$11.3K)

Filed 2026-10-08

M.E. Allison & Co., Inc.

UNCHANGED

Shares3,663 from 3,663

Change0 (0%)

Value$248.4K (+$8.2K)

Filed 2026-10-09

Hughes Financial Services, LLC

UNCHANGED

Shares2,553 from 2,553

Change0 (0%)

Value$180.2K (+$12.8K)

Filed 2026-10-30

Heritage Family Offices, LLP

NEW

Shares1,355

Change+1,355

Value$91.9K

Filed 2026-11-02

Knuff & Co LLC

INCREASED

Shares743 from 723

Change+20 (+3%)

Value$50.4K (+$3.0K)

Filed 2026-11-06

Pinnacle Wealth Planning Services, Inc.

NEW

Shares673

Change+673

Value$45.7K

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares493 from 493

Change0 (0%)

Value$33.4K (+$1.1K)

Filed 2026-10-19

Signature Equity Partners, LLC

DECREASED

Shares246 from 268

Change-22 (-8%)

Value$16.7K (-$906)

Filed 2026-10-29

Jacobi Capital Management LLC

NEW

Shares155

Change+155

Value$10.5K

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares2 from 49

Change-47 (-96%)

Value$136 (-$3.1K)

Filed 2026-11-06

Narus Financial Partners, LLC

CLOSED

Shares0 from 4,296

Change-4,296 (-100%)

Value$0 (-$281.7K)

Filed 2026-10-19

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$49.2K)

Filed 2026-11-06

Envestnet Asset Management Inc

N/A

Shares— from 859,466

Change-859,466 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 695,790

Change-695,790 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 446,010

Change-446,010 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 251,557

Change-251,557 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 225,295

Change-225,295 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 221,390

Change-221,390 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 187,449

Change-187,449 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 174,426

Change-174,426 (-100%)

Value—

Byrne Financial Freedom, LLC

N/A

Shares— from 124,932

Change-124,932 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 103,084

Change-103,084 (-100%)

Value—

Tandem Financial, LLC

N/A

Shares— from 93,281

Change-93,281 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 69,973

Change-69,973 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 59,091

Change-59,091 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 57,670

Change-57,670 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 56,618

Change-56,618 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 50,115

Change-50,115 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 48,940

Change-48,940 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 39,988

Change-39,988 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 33,282

Change-33,282 (-100%)

Value—

Vantus Wealth LLC

N/A

Shares— from 29,059

Change-29,059 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 29,030

Change-29,030 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 27,743

Change-27,743 (-100%)

Value—

CCG Wealth Management, LLC

N/A

Shares— from 26,991

Change-26,991 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,401

Change-15,401 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 15,366

Change-15,366 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 12,283

Change-12,283 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 11,552

Change-11,552 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,541

Change-9,541 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,518

Change-8,518 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 8,118

Change-8,118 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,054

Change-8,054 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,284

Change-7,284 (-100%)

Value—

Eaton Financial Holdings Company, LLC

N/A

Shares— from 7,035

Change-7,035 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 6,381

Change-6,381 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 5,866

Change-5,866 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 5,763

Change-5,763 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 5,557

Change-5,557 (-100%)

Value—

Centric Wealth Management

N/A

Shares— from 5,303

Change-5,303 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 5,246

Change-5,246 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 5,030

Change-5,030 (-100%)

Value—

Florida Financial Advisors, LLC

N/A

Shares— from 4,811

Change-4,811 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,783

Change-4,783 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 4,652

Change-4,652 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 4,590

Change-4,590 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 3,646

Change-3,646 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 2,390

Change-2,390 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,304

Change-2,304 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,288

Change-2,288 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,154

Change-2,154 (-100%)

Value—

Parvin Asset Management, LLC

N/A

Shares— from 1,305

Change-1,305 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,293

Change-1,293 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 940

Change-940 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 781

Change-781 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 288

Change-288 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 260

Change-260 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 135

Change-135 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 3

Change-3 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,810,755	1,784,665	+26,090	+1%	$117.0M	$122.8M	+$5.8M	2026-11-06
Alpine Bank Wealth Management	INCREASED	609,925	590,590	+19,335	+3%	$38.7M	$41.4M	+$2.6M	2026-10-16
Intelligence Driven Advisers, LLC	INCREASED	565,669	559,703	+5,966	+1%	$36.7M	$38.4M	+$1.7M	2026-10-09
Berkeley, Inc	INCREASED	264,245	233,733	+30,512	+13%	$15.3M	$17.9M	+$2.6M	2026-10-20
Merit Financial Group, LLC	INCREASED	248,425	246,487	+1,938	+1%	$16.2M	$16.8M	+$681.9K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	245,434	242,705	+2,729	+1%	$15.9M	$16.6M	+$727.0K	2026-11-02
ARQ Wealth Advisors, LLC	DECREASED	237,804	247,525	-9,721	-4%	$16.6M	$16.1M	-$448.4K	2026-10-29
Lighthouse Wealth Management Inc.	DECREASED	167,563	171,964	-4,401	-3%	$11.3M	$11.4M	+$85.5K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	135,109	137,761	-2,652	-2%	$9.0M	$9.2M	+$127.8K	2026-11-02
PFG Advisors	INCREASED	133,219	124,271	+8,948	+7%	$8.1M	$9.0M	+$884.3K	2026-10-16
Concurrent Investment Advisors, LLC	NEW	121,189	—	+121,189	—	—	$8.2M	—	2026-10-16
Cambridge Investment Research Advisors, Inc.	INCREASED	97,248	96,203	+1,045	+1%	$6.3M	$6.6M	+$286.0K	2026-11-02
Professional Financial Advisors, LLC	INCREASED	78,413	75,825	+2,588	+3%	$5.0M	$5.3M	+$344.8K	2026-10-13
Eagle Strategies LLC	INCREASED	38,523	36,301	+2,222	+6%	$2.4M	$2.6M	+$231.8K	2026-10-16
Rose Capital Advisors LLC	NEW	36,551	—	+36,551	—	—	$2.5M	—	2026-11-04
Tempus Wealth Planning, LLC	INCREASED	31,440	14,530	+16,910	+116%	$952.9K	$2.1M	+$1.2M	2026-10-14
Breakwater Capital Group	INCREASED	28,865	25,072	+3,793	+15%	$1.6M	$2.0M	+$313.2K	2026-10-09
Larson Financial Group LLC	INCREASED	26,163	25,667	+496	+2%	$1.7M	$1.8M	+$90.9K	2026-11-05
CoreCap Advisors, LLC	DECREASED	25,011	27,009	-1,998	-7%	$1.8M	$1.7M	-$75.2K	2026-10-08
Wealth Enhancement Advisory Services, LLC	UNCHANGED	22,536	22,536	0	0%	$1.5M	$1.6M	+$53.4K	2026-10-13
RFG - Bristol Wealth Advisors, LLC	INCREASED	19,854	19,791	+63	+0%	$1.3M	$1.3M	+$48.5K	2026-10-09
Centerpoint Advisory Group	DECREASED	18,518	18,683	-165	-1%	$1.2M	$1.3M	+$30.5K	2026-10-23
Foguth Wealth Management, Llc.	DECREASED	14,888	19,675	-4,787	-24%	$1.3M	$1.0M	-$268.3K	2026-10-19
RVW Wealth, LLC	INCREASED	14,134	14,024	+110	+1%	$919.7K	$958.5K	+$38.8K	2026-10-06
Prospera Financial Services Inc	INCREASED	13,781	8,392	+5,389	+64%	$550.6K	$969.0K	+$418.4K	2026-11-04
Sigma Planning Corp	INCREASED	11,078	11,076	+2	+0%	$726.3K	$751.2K	+$24.9K	2026-10-23
Assetmark, Inc	INCREASED	8,323	205	+8,118	+3960%	$13.4K	$564.4K	+$551.0K	2026-10-21
Fermata Advisors, LLC	INCREASED	7,636	7,397	+239	+3%	$485.1K	$517.8K	+$32.7K	2026-10-13
Well Done, LLC	INCREASED	6,969	6,631	+338	+5%	$434.9K	$472.6K	+$37.7K	2026-10-20
Allworth Financial LP	UNCHANGED	6,817	6,817	0	0%	$447.0K	$447.0K	$0	2026-11-06
Parallel Advisors, LLC	NEW	6,720	—	+6,720	—	—	$455.7K	—	2026-11-03
Titleist Asset Management, LLC	DECREASED	6,282	6,323	-41	-1%	$414.7K	$426.0K	+$11.3K	2026-10-08
Sound Income Strategies, LLC	UNCHANGED	5,261	5,261	0	0%	$345.0K	$364.5K	+$19.5K	2026-10-09
Onyx Bridge Wealth Group LLC	DECREASED	5,207	12,596	-7,389	-59%	$826.0K	$353.1K	-$472.9K	2026-10-16
Dynamic Advisor Solutions LLC	INCREASED	5,015	4,033	+982	+24%	$264.5K	$340.1K	+$75.6K	2026-10-13
Sunrise Financial Services, LLC	DECREASED	4,704	5,159	-455	-9%	$338.3K	$319.0K	-$19.4K	2026-10-21
Independent Financial Group, LLC	UNCHANGED	4,329	4,329	0	0%	$283.9K	$293.6K	+$9.7K	2026-10-13
Raub Brock Capital Management LP	INCREASED	4,066	4,053	+13	+0%	$265.8K	$275.8K	+$10.0K	2026-10-21
Redhawk Wealth Advisors, Inc.	DECREASED	3,924	4,306	-382	-9%	$282.4K	$266.1K	-$16.3K	2026-10-14
IFC & Insurance Marketing, Inc.	UNCHANGED	3,856	3,856	0	0%	$252.9K	$261.5K	+$8.6K	2026-10-16
Farther Finance Advisors, LLC	INCREASED	3,806	3,764	+42	+1%	$246.8K	$258.1K	+$11.3K	2026-10-08
M.E. Allison & Co., Inc.	UNCHANGED	3,663	3,663	0	0%	$240.2K	$248.4K	+$8.2K	2026-10-09
Hughes Financial Services, LLC	UNCHANGED	2,553	2,553	0	0%	$167.4K	$180.2K	+$12.8K	2026-10-30
Heritage Family Offices, LLP	NEW	1,355	—	+1,355	—	—	$91.9K	—	2026-11-02
Knuff & Co LLC	INCREASED	743	723	+20	+3%	$47.4K	$50.4K	+$3.0K	2026-11-06
Pinnacle Wealth Planning Services, Inc.	NEW	673	—	+673	—	—	$45.7K	—	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	493	493	0	0%	$32.3K	$33.4K	+$1.1K	2026-10-19
Signature Equity Partners, LLC	DECREASED	246	268	-22	-8%	$17.6K	$16.7K	-$906	2026-10-29
Jacobi Capital Management LLC	NEW	155	—	+155	—	—	$10.5K	—	2026-11-05
Russell Investments Group, Ltd.	DECREASED	2	49	-47	-96%	$3.2K	$136	-$3.1K	2026-11-06
Narus Financial Partners, LLC	CLOSED	0	4,296	-4,296	-100%	$281.7K	$0	-$281.7K	2026-10-19
PNC Financial Services Group, Inc.	CLOSED	0	750	-750	-100%	$49.2K	$0	-$49.2K	2026-11-06
Envestnet Asset Management Inc	N/A	—	859,466	-859,466	-100%	$56.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	695,790	-695,790	-100%	$45.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	446,010	-446,010	-100%	$29.3M	—	—	—
Raymond James Financial Inc	N/A	—	251,557	-251,557	-100%	$16.5M	—	—	—
HighPoint Advisor Group LLC	N/A	—	225,295	-225,295	-100%	$14.8M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	221,390	-221,390	-100%	$14.5M	—	—	—
MML Investors Services, LLC	N/A	—	187,449	-187,449	-100%	$12.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	174,426	-174,426	-100%	$11.4M	—	—	—
Byrne Financial Freedom, LLC	N/A	—	124,932	-124,932	-100%	$8.2M	—	—	—
Geneos Wealth Management Inc.	N/A	—	103,084	-103,084	-100%	$6.8M	—	—	—
Tandem Financial, LLC	N/A	—	93,281	-93,281	-100%	$6.1M	—	—	—
World Investment Advisors	N/A	—	69,973	-69,973	-100%	$4.1M	—	—	—
Synergy Investment Management, LLC	N/A	—	59,091	-59,091	-100%	$3.9M	—	—	—
Cetera Investment Advisers	N/A	—	57,670	-57,670	-100%	$3.8M	—	—	—
Nova Wealth Management, Inc.	N/A	—	56,618	-56,618	-100%	$3.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	50,115	-50,115	-100%	$3.3M	—	—	—
Bank of America Corp	N/A	—	48,940	-48,940	-100%	$3.2M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	39,988	-39,988	-100%	$2.6M	—	—	—
Sovereign Financial Group, Inc.	N/A	—	33,282	-33,282	-100%	$2.2M	—	—	—
Vantus Wealth LLC	N/A	—	29,059	-29,059	-100%	$1.9M	—	—	—
Advyzon Investment Management, LLC	N/A	—	29,030	-29,030	-100%	$1.9M	—	—	—
OneAscent Financial Services LLC	N/A	—	27,743	-27,743	-100%	$1.8M	—	—	—
CCG Wealth Management, LLC	N/A	—	26,991	-26,991	-100%	$1.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	15,401	-15,401	-100%	$1.0M	—	—	—
Advisory Alpha, LLC	N/A	—	15,366	-15,366	-100%	$1.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	12,283	-12,283	-100%	$805.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	11,552	-11,552	-100%	$757.6K	—	—	—
Citadel Advisors LLC	N/A	—	9,541	-9,541	-100%	$625.7K	—	—	—
FMR LLC	N/A	—	8,518	-8,518	-100%	$558.6K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	8,118	-8,118	-100%	$532.4K	—	—	—
Royal Bank of Canada	N/A	—	8,054	-8,054	-100%	$528.0K	—	—	—
HighTower Advisors, LLC	N/A	—	7,284	-7,284	-100%	$477.7K	—	—	—
Eaton Financial Holdings Company, LLC	N/A	—	7,035	-7,035	-100%	$461.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	6,381	-6,381	-100%	$418.5K	—	—	—
IFG Advisory, LLC	N/A	—	5,866	-5,866	-100%	$384.7K	—	—	—
Dakota Wealth Management	N/A	—	5,763	-5,763	-100%	$377.9K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	5,557	-5,557	-100%	$364.4K	—	—	—
Centric Wealth Management	N/A	—	5,303	-5,303	-100%	$333.1K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	5,246	-5,246	-100%	$344.0K	—	—	—
AQR Capital Management LLC	N/A	—	5,030	-5,030	-100%	$329.9K	—	—	—
Florida Financial Advisors, LLC	N/A	—	4,811	-4,811	-100%	$315.5K	—	—	—
Arax Advisory Partners	N/A	—	4,783	-4,783	-100%	$313.7K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	4,652	-4,652	-100%	$305.1K	—	—	—
Principal Securities, Inc.	N/A	—	4,590	-4,590	-100%	$301.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	3,646	-3,646	-100%	$239.1K	—	—	—
Centaurus Financial, Inc.	N/A	—	2,390	-2,390	-100%	$157.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,304	-2,304	-100%	$151.1K	—	—	—
Morgan Stanley	N/A	—	2,288	-2,288	-100%	$150.0K	—	—	—
JPMorgan Chase & Co	N/A	—	2,154	-2,154	-100%	$141.3K	—	—	—
Parvin Asset Management, LLC	N/A	—	1,305	-1,305	-100%	$85.6K	—	—	—
Harbour Investments, Inc.	N/A	—	1,293	-1,293	-100%	$84.8K	—	—	—
Anchor Investment Management, LLC	N/A	—	940	-940	-100%	$61.6K	—	—	—
AE Wealth Management LLC	N/A	—	781	-781	-100%	$51.2K	—	—	—
Vanguard Advisers Inc	N/A	—	288	-288	-100%	$18.9K	—	—	—
Millstone Evans Group, LLC	N/A	—	260	-260	-100%	$17.1K	—	—	—
Wells Fargo & Company	N/A	—	135	-135	-100%	$8.8K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	42	-42	-100%	$2.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	3	-3	-100%	$197	—	—	—
BlackRock, Inc.	N/A	—	1	-1	-100%	$36	—	—	—

Showing 111 of 111 institutions