Ishares Euro High Yield Corp (EUHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

LPL Financial LLC

INCREASED

Shares440,211 from 394,155

Change+46,056 (+12%)

Value$23.0M (+$1.8M)

Filed 2026-11-06

Assetmark, Inc

INCREASED

Shares343,083 from 304,427

Change+38,656 (+13%)

Value$17.9M (+$1.5M)

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares102,042 from 110,245

Change-8,203 (-7%)

Value$5.3M (-$607.6K)

Filed 2026-11-02

Kelly Financial Services LLC

DECREASED

Shares61,993 from 67,238

Change-5,245 (-8%)

Value$3.2M (-$383.2K)

Filed 2026-10-20

PNC Financial Services Group, Inc.

INCREASED

Shares60,752 from 32,941

Change+27,811 (+84%)

Value$3.2M (+$1.4M)

Filed 2026-11-06

Patriot Financial Group Insurance Agency, LLC

INCREASED

Shares49,841 from 48,868

Change+973 (+2%)

Value$2.6M (-$28.6K)

Filed 2026-10-14

Diversify Wealth Management, LLC

DECREASED

Shares45,193 from 54,223

Change-9,030 (-17%)

Value$2.3M (-$557.6K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares45,193 from 54,223

Change-9,030 (-17%)

Value$2.3M (-$557.6K)

Filed 2026-10-20

JB Capital LLC

INCREASED

Shares41,573 from 39,525

Change+2,048 (+5%)

Value$2.2M (+$42.8K)

Filed 2026-10-19

Park Avenue Securities LLC

INCREASED

Shares36,227 from 32,375

Change+3,852 (+12%)

Value$1.9M (+$148.0K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares28,833 from 19,387

Change+9,446 (+49%)

Value$1.5M (+$462.0K)

Filed 2026-11-02

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

INCREASED

Shares28,507 from 24,590

Change+3,917 (+16%)

Value$1.5M (+$164.7K)

Filed 2026-10-14

Triad Wealth Partners, LLC

INCREASED

Shares25,177 from 25,104

Change+73 (+0%)

Value$1.3M (-$22.4K)

Filed 2026-10-26

Breakwater Investment Management

DECREASED

Shares21,331 from 26,647

Change-5,316 (-20%)

Value$1.1M (-$321.0K)

Filed 2026-10-20

ShoreHaven Wealth Partners, LLC

INCREASED

Shares16,910 from 13,823

Change+3,087 (+22%)

Value$883.3K (+$138.8K)

Filed 2026-10-16

Quadrant Private Wealth Management, LLC

NEW

Shares13,620

Change+13,620

Value$711.4K

Filed 2026-11-04

Haven Private, LLC

INCREASED

Shares13,601 from 10,058

Change+3,543 (+35%)

Value$710.4K (+$168.7K)

Filed 2026-10-27

Synergy Asset Management, LLC

DECREASED

Shares9,659 from 9,887

Change-228 (-2%)

Value$504.5K (-$28.0K)

Filed 2026-11-05

Detalus Advisors, LLC

INCREASED

Shares9,500 from 4,899

Change+4,601 (+94%)

Value$496.2K (+$232.4K)

Filed 2026-10-15

Truist Financial Corp

DECREASED

Shares8,279 from 9,776

Change-1,497 (-15%)

Value$432.5K (-$94.1K)

Filed 2026-10-30

Integrated Advisors Network LLC

INCREASED

Shares8,052 from 7,330

Change+722 (+10%)

Value$420.6K (+$25.8K)

Filed 2026-10-20

Simplicity Wealth,LLC

DECREASED

Shares7,698 from 14,292

Change-6,594 (-46%)

Value$402.1K (-$367.7K)

Filed 2026-10-23

Insight Wealth Strategies, LLC

DECREASED

Shares6,608 from 7,969

Change-1,361 (-17%)

Value$345.2K (-$82.0K)

Filed 2026-10-09

Avantra Family Wealth, Inc.

INCREASED

Shares6,430 from 5,939

Change+491 (+8%)

Value$335.9K (+$16.0K)

Filed 2026-10-20

Ehrlich Financial Group

INCREASED

Shares5,173 from 5,168

Change+5 (+0%)

Value$270.2K (-$8.1K)

Filed 2026-10-20

Shepherd Financial Partners LLC

NEW

Shares4,946

Change+4,946

Value$258.3K

Filed 2026-11-03

Two West Capital Advisors LLC

INCREASED

Shares4,635 from 4,451

Change+184 (+4%)

Value$242.2K (+$4.4K)

Filed 2026-10-15

Wetzel Investment Advisors, Inc.

DECREASED

Shares4,486 from 4,493

Change-7 (0%)

Value$234.3K (-$7.7K)

Filed 2026-10-13

Invested Advisors

INCREASED

Shares3,850 from 3,808

Change+42 (+1%)

Value$201.1K (-$4.0K)

Filed 2026-10-23

Cambridge Financial Group, LLC

UNCHANGED

Shares3,762 from 3,762

Change0 (0%)

Value$202.6K ($0)

Filed 2026-10-06

Bank Julius Baer & Co. Ltd, Zurich

DECREASED

Shares2,640 from 3,495

Change-855 (-24%)

Value$137.9K (-$50.0K)

Filed 2026-10-29

Rossby Financial, LCC

INCREASED

Shares2,329 from 1,202

Change+1,127 (+94%)

Value$121.7K (+$56.9K)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares1,225 from 1,225

Change0 (0%)

Value$64.0K (-$2.0K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares1,071 from 1,045

Change+26 (+2%)

Value$55.9K (-$340)

Filed 2026-10-08

TD Waterhouse Canada Inc.

UNCHANGED

Shares568 from 568

Change0 (0%)

Value$29.4K (-$1.0K)

Filed 2026-10-16

IFP Advisors, Inc

INCREASED

Shares463 from 75

Change+388 (+517%)

Value$24.2K (+$20.1K)

Filed 2026-10-16

West Branch Capital LLC

NEW

Shares224

Change+224

Value$11.7K

Filed 2026-10-20

Private Trust Co NA

UNCHANGED

Shares184 from 184

Change0 (0%)

Value$9.6K (-$299)

Filed 2026-10-20

Nvwm, LLC

NEW

Shares144

Change+144

Value$7.5K

Filed 2026-10-14

Pflug Koory, LLC

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$4.5K (-$140)

Filed 2026-10-26

Compass Financial Management LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$3.4K (-$107)

Filed 2026-10-30

Signature Equity Partners, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$1.9K (-$59)

Filed 2026-10-29

Ashton Thomas Private Wealth, LLC

NEW

Shares25

Change+25

Value$1.3K

Filed 2026-11-03

Silver Grove Financial Group, Inc.

INCREASED

Shares19 from 18

Change+1 (+6%)

Value$992 (+$23)

Filed 2026-11-05

Kingdom Financial Group Llc.

NEW

Shares6

Change+6

Value$334

Filed 2026-11-04

Global View Capital Management LLC

CLOSED

Shares0 from 7,845

Change-7,845 (-100%)

Value$0 (-$422.5K)

Filed 2026-10-28

Wagner Wealth Management, Corp

CLOSED

Shares0 from 7,380

Change-7,380 (-100%)

Value$0 (-$397.5K)

Filed 2026-10-20

International Assets Investment Management, LLC

CLOSED

Shares0 from 736

Change-736 (-100%)

Value$0 (-$39.5K)

Filed 2026-11-02

LFA - Lugano Financial Advisors SA

CLOSED

Shares0 from 313

Change-313 (-100%)

Value$0 (-$16.9K)

Filed 2026-11-03

Cornerstone Planning Group LLC

CLOSED

Shares0 from 69

Change-69 (-100%)

Value$0 (-$3.7K)

Filed 2026-10-16

US Bancorp \de\

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$2.3K)

Filed 2026-11-05

SYM Financial Corp

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-26

Envestnet Asset Management Inc

N/A

Shares— from 1,000,791

Change-1,000,791 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 271,585

Change-271,585 (-100%)

Value—

Betterment LLC

N/A

Shares— from 224,944

Change-224,944 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 152,771

Change-152,771 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 147,734

Change-147,734 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 137,404

Change-137,404 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 114,757

Change-114,757 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 82,733

Change-82,733 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 80,620

Change-80,620 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 73,411

Change-73,411 (-100%)

Value—

NorthCoast Asset Management LLC

N/A

Shares— from 70,116

Change-70,116 (-100%)

Value—

Obsido Oy

N/A

Shares— from 60,933

Change-60,933 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 47,271

Change-47,271 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 36,829

Change-36,829 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 33,513

Change-33,513 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 24,276

Change-24,276 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 23,479

Change-23,479 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 21,246

Change-21,246 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 19,665

Change-19,665 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 17,199

Change-17,199 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 10,439

Change-10,439 (-100%)

Value—

Invst, LLC

N/A

Shares— from 10,108

Change-10,108 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 9,495

Change-9,495 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 9,344

Change-9,344 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 8,895

Change-8,895 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,451

Change-8,451 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 7,166

Change-7,166 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 6,873

Change-6,873 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 6,184

Change-6,184 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 5,741

Change-5,741 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5,458

Change-5,458 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,428

Change-5,428 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 5,376

Change-5,376 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 4,984

Change-4,984 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 4,865

Change-4,865 (-100%)

Value—

Beto Financial Group, LLC

N/A

Shares— from 4,705

Change-4,705 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 4,519

Change-4,519 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 4,067

Change-4,067 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 4,045

Change-4,045 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 3,907

Change-3,907 (-100%)

Value—

EFG International AG

N/A

Shares— from 3,179

Change-3,179 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 2,536

Change-2,536 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,173

Change-2,173 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,970

Change-1,970 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,435

Change-1,435 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 823

Change-823 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 817

Change-817 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 695

Change-695 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 658

Change-658 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 241

Change-241 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 151

Change-151 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 75

Change-75 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 34

Change-34 (-100%)

Value—

FMR LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4

Change-4 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	INCREASED	440,211	394,155	+46,056	+12%	$21.2M	$23.0M	+$1.8M	2026-11-06
Assetmark, Inc	INCREASED	343,083	304,427	+38,656	+13%	$16.4M	$17.9M	+$1.5M	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	102,042	110,245	-8,203	-7%	$5.9M	$5.3M	-$607.6K	2026-11-02
Kelly Financial Services LLC	DECREASED	61,993	67,238	-5,245	-8%	$3.6M	$3.2M	-$383.2K	2026-10-20
PNC Financial Services Group, Inc.	INCREASED	60,752	32,941	+27,811	+84%	$1.8M	$3.2M	+$1.4M	2026-11-06
Patriot Financial Group Insurance Agency, LLC	INCREASED	49,841	48,868	+973	+2%	$2.6M	$2.6M	-$28.6K	2026-10-14
Diversify Wealth Management, LLC	DECREASED	45,193	54,223	-9,030	-17%	$2.9M	$2.3M	-$557.6K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	45,193	54,223	-9,030	-17%	$2.9M	$2.3M	-$557.6K	2026-10-20
JB Capital LLC	INCREASED	41,573	39,525	+2,048	+5%	$2.1M	$2.2M	+$42.8K	2026-10-19
Park Avenue Securities LLC	INCREASED	36,227	32,375	+3,852	+12%	$1.7M	$1.9M	+$148.0K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	28,833	19,387	+9,446	+49%	$1.0M	$1.5M	+$462.0K	2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	INCREASED	28,507	24,590	+3,917	+16%	$1.3M	$1.5M	+$164.7K	2026-10-14
Triad Wealth Partners, LLC	INCREASED	25,177	25,104	+73	+0%	$1.3M	$1.3M	-$22.4K	2026-10-26
Breakwater Investment Management	DECREASED	21,331	26,647	-5,316	-20%	$1.4M	$1.1M	-$321.0K	2026-10-20
ShoreHaven Wealth Partners, LLC	INCREASED	16,910	13,823	+3,087	+22%	$744.5K	$883.3K	+$138.8K	2026-10-16
Quadrant Private Wealth Management, LLC	NEW	13,620	—	+13,620	—	—	$711.4K	—	2026-11-04
Haven Private, LLC	INCREASED	13,601	10,058	+3,543	+35%	$541.7K	$710.4K	+$168.7K	2026-10-27
Synergy Asset Management, LLC	DECREASED	9,659	9,887	-228	-2%	$532.5K	$504.5K	-$28.0K	2026-11-05
Detalus Advisors, LLC	INCREASED	9,500	4,899	+4,601	+94%	$263.9K	$496.2K	+$232.4K	2026-10-15
Truist Financial Corp	DECREASED	8,279	9,776	-1,497	-15%	$526.5K	$432.5K	-$94.1K	2026-10-30
Integrated Advisors Network LLC	INCREASED	8,052	7,330	+722	+10%	$394.8K	$420.6K	+$25.8K	2026-10-20
Simplicity Wealth,LLC	DECREASED	7,698	14,292	-6,594	-46%	$769.8K	$402.1K	-$367.7K	2026-10-23
Insight Wealth Strategies, LLC	DECREASED	6,608	7,969	-1,361	-17%	$427.1K	$345.2K	-$82.0K	2026-10-09
Avantra Family Wealth, Inc.	INCREASED	6,430	5,939	+491	+8%	$319.9K	$335.9K	+$16.0K	2026-10-20
Ehrlich Financial Group	INCREASED	5,173	5,168	+5	+0%	$278.3K	$270.2K	-$8.1K	2026-10-20
Shepherd Financial Partners LLC	NEW	4,946	—	+4,946	—	—	$258.3K	—	2026-11-03
Two West Capital Advisors LLC	INCREASED	4,635	4,451	+184	+4%	$237.8K	$242.2K	+$4.4K	2026-10-15
Wetzel Investment Advisors, Inc.	DECREASED	4,486	4,493	-7	0%	$242.0K	$234.3K	-$7.7K	2026-10-13
Invested Advisors	INCREASED	3,850	3,808	+42	+1%	$205.1K	$201.1K	-$4.0K	2026-10-23
Cambridge Financial Group, LLC	UNCHANGED	3,762	3,762	0	0%	$202.6K	$202.6K	$0	2026-10-06
Bank Julius Baer & Co. Ltd, Zurich	DECREASED	2,640	3,495	-855	-24%	$188.0K	$137.9K	-$50.0K	2026-10-29
Rossby Financial, LCC	INCREASED	2,329	1,202	+1,127	+94%	$64.7K	$121.7K	+$56.9K	2026-11-05
Fifth Third Bancorp	UNCHANGED	1,225	1,225	0	0%	$66.0K	$64.0K	-$2.0K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	1,071	1,045	+26	+2%	$56.3K	$55.9K	-$340	2026-10-08
TD Waterhouse Canada Inc.	UNCHANGED	568	568	0	0%	$30.4K	$29.4K	-$1.0K	2026-10-16
IFP Advisors, Inc	INCREASED	463	75	+388	+517%	$4.0K	$24.2K	+$20.1K	2026-10-16
West Branch Capital LLC	NEW	224	—	+224	—	—	$11.7K	—	2026-10-20
Private Trust Co NA	UNCHANGED	184	184	0	0%	$9.9K	$9.6K	-$299	2026-10-20
Nvwm, LLC	NEW	144	—	+144	—	—	$7.5K	—	2026-10-14
Pflug Koory, LLC	UNCHANGED	86	86	0	0%	$4.6K	$4.5K	-$140	2026-10-26
Compass Financial Management LLC	UNCHANGED	66	66	0	0%	$3.6K	$3.4K	-$107	2026-10-30
Signature Equity Partners, LLC	UNCHANGED	36	36	0	0%	$1.9K	$1.9K	-$59	2026-10-29
Ashton Thomas Private Wealth, LLC	NEW	25	—	+25	—	—	$1.3K	—	2026-11-03
Silver Grove Financial Group, Inc.	INCREASED	19	18	+1	+6%	$969	$992	+$23	2026-11-05
Kingdom Financial Group Llc.	NEW	6	—	+6	—	—	$334	—	2026-11-04
Global View Capital Management LLC	CLOSED	0	7,845	-7,845	-100%	$422.5K	$0	-$422.5K	2026-10-28
Wagner Wealth Management, Corp	CLOSED	0	7,380	-7,380	-100%	$397.5K	$0	-$397.5K	2026-10-20
International Assets Investment Management, LLC	CLOSED	0	736	-736	-100%	$39.5K	$0	-$39.5K	2026-11-02
LFA - Lugano Financial Advisors SA	CLOSED	0	313	-313	-100%	$16.9K	$0	-$16.9K	2026-11-03
Cornerstone Planning Group LLC	CLOSED	0	69	-69	-100%	$3.7K	$0	-$3.7K	2026-10-16
US Bancorp \de\	CLOSED	0	43	-43	-100%	$2.3K	$0	-$2.3K	2026-11-05
SYM Financial Corp	CLOSED	0	36	-36	-100%	$1.9K	$0	-$1.9K	2026-10-26
Envestnet Asset Management Inc	N/A	—	1,000,791	-1,000,791	-100%	$53.9M	—	—	—
Cetera Investment Advisers	N/A	—	271,585	-271,585	-100%	$14.6M	—	—	—
Betterment LLC	N/A	—	224,944	-224,944	-100%	$12.1M	—	—	—
MML Investors Services, LLC	N/A	—	152,771	-152,771	-100%	$8.2M	—	—	—
Morgan Stanley	N/A	—	147,734	-147,734	-100%	$8.0M	—	—	—
JPMorgan Chase & Co	N/A	—	137,404	-137,404	-100%	$7.4M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	114,757	-114,757	-100%	$6.2M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	82,733	-82,733	-100%	$4.5M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	80,620	-80,620	-100%	$4.3M	—	—	—
AE Wealth Management LLC	N/A	—	73,411	-73,411	-100%	$4.0M	—	—	—
NorthCoast Asset Management LLC	N/A	—	70,116	-70,116	-100%	$3.8M	—	—	—
Obsido Oy	N/A	—	60,933	-60,933	-100%	$3.3M	—	—	—
Jane Street Group, LLC	N/A	—	47,271	-47,271	-100%	$2.5M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	36,829	-36,829	-100%	$2.0M	—	—	—
Bank of America Corp	N/A	—	33,513	-33,513	-100%	$1.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	24,276	-24,276	-100%	$1.3M	—	—	—
CreativeOne Wealth, LLC	N/A	—	23,479	-23,479	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	21,246	-21,246	-100%	$1.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	19,665	-19,665	-100%	$1.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	17,199	-17,199	-100%	$926.3K	—	—	—
Summit Financial, LLC	N/A	—	10,439	-10,439	-100%	$562.2K	—	—	—
Invst, LLC	N/A	—	10,108	-10,108	-100%	$544.4K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	9,495	-9,495	-100%	$511.4K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	9,344	-9,344	-100%	$503.3K	—	—	—
World Investment Advisors	N/A	—	8,895	-8,895	-100%	$468.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,451	-8,451	-100%	$455.2K	—	—	—
Advyzon Investment Management, LLC	N/A	—	7,166	-7,166	-100%	$386.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	6,873	-6,873	-100%	$370.2K	—	—	—
Keystone Financial Group	N/A	—	6,184	-6,184	-100%	$333.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	5,741	-5,741	-100%	$308.3K	—	—	—
Bank of Montreal	N/A	—	5,458	-5,458	-100%	$294.0K	—	—	—
Arax Advisory Partners	N/A	—	5,428	-5,428	-100%	$292.4K	—	—	—
Arkadios Wealth Advisors	N/A	—	5,376	-5,376	-100%	$289.5K	—	—	—
Mutual Advisors, LLC	N/A	—	4,984	-4,984	-100%	$268.4K	—	—	—
Captrust Financial Advisors	N/A	—	4,865	-4,865	-100%	$262.0K	—	—	—
Beto Financial Group, LLC	N/A	—	4,705	-4,705	-100%	$251.3K	—	—	—
Synergy Investment Management, LLC	N/A	—	4,519	-4,519	-100%	$243.4K	—	—	—
Keebeck Wealth Management	N/A	—	4,067	-4,067	-100%	$219.0K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	4,045	-4,045	-100%	$217.8K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	3,907	-3,907	-100%	$210.4K	—	—	—
EFG International AG	N/A	—	3,179	-3,179	-100%	$171.2K	—	—	—
GeoWealth Management, LLC	N/A	—	2,536	-2,536	-100%	$136.6K	—	—	—
Royal Bank of Canada	N/A	—	2,173	-2,173	-100%	$117.0K	—	—	—
IFG Advisory, LLC	N/A	—	1,970	-1,970	-100%	$106.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,435	-1,435	-100%	$77.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	823	-823	-100%	$44.3K	—	—	—
BlackRock, Inc.	N/A	—	817	-817	-100%	$44.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	695	-695	-100%	$37.4K	—	—	—
Vision Retirement, LLC	N/A	—	658	-658	-100%	$35.4K	—	—	—
LGT Financial Advisors LLC	N/A	—	241	-241	-100%	$13.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	151	-151	-100%	$8.1K	—	—	—
Meramec Financial Planners, LLC	N/A	—	108	-108	-100%	$5.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	101	-101	-100%	$5.4K	—	—	—
Vanguard Advisers Inc	N/A	—	75	-75	-100%	$4.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	34	-34	-100%	$1.8K	—	—	—
FMR LLC	N/A	—	26	-26	-100%	$1.4K	—	—	—
Continuum Advisory, LLC	N/A	—	21	-21	-100%	$1.1K	—	—	—
UBS Group AG	N/A	—	4	-4	-100%	$215	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$26	—	—	—

Showing 111 of 111 institutions