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Ishares Msci USA Equal Weigh (EUSA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Henshaw Capital LLC
UNCHANGED
Shares772,000 from 772,000
Change0 (0%)
Value$86.0M (-$2.2M)
Filed 2026-11-03
GenTrust, LLC
INCREASED
Shares360,165 from 360,054
Change+111 (+0%)
Value$40.1M (-$1.0M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares355,381 from 348,434
Change+6,947 (+2%)
Value$39.6M (-$219.6K)
Filed 2026-11-06
Thrivent Financial for Lutherans
NEW
Shares354,119
Change+354,119
Value$39.7M
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares280,145 from 284,370
Change-4,225 (-1%)
Value$31.2M (-$1.3M)
Filed 2026-10-28
Davidson Investment Advisors
INCREASED
Shares265,991 from 251,532
Change+14,459 (+6%)
Value$29.6M (+$893.0K)
Filed 2026-10-20
Amundi
NEW
Shares201,569
Change+201,569
Value$22.4M
Filed 2026-11-06
Private Advisory Group LLC
DECREASED
Shares149,933 from 168,089
Change-18,156 (-11%)
Value$16.7M (-$2.5M)
Filed 2026-11-06
Ironwood Financial, llc
INCREASED
Shares117,652 from 115,285
Change+2,367 (+2%)
Value$13.1M (-$114.5K)
Filed 2026-10-20
Procyon Advisors, LLC
NEW
Shares108,438
Change+108,438
Value$12.1M
Filed 2026-10-21
Adventist Health System Sunbelt Healthcare Corp
UNCHANGED
Shares99,998 from 99,998
Change0 (0%)
Value$11.1M (-$285.0K)
Filed 2026-11-02
Financial Architects, LLC
INCREASED
Shares85,047 from 82,322
Change+2,725 (+3%)
Value$9.5M (+$68.8K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares63,567 from 67,089
Change-3,522 (-5%)
Value$7.1M (-$583.3K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares61,392 from 61,853
Change-461 (-1%)
Value$6.8M (-$227.5K)
Filed 2026-10-08
Bank of New York Mellon Corp
NEW
Shares47,912
Change+47,912
Value$5.3M
Filed 2026-11-05
Elmwood Wealth Management, Inc.
INCREASED
Shares46,456 from 45,476
Change+980 (+2%)
Value$5.2M (-$20.5K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
INCREASED
Shares43,039 from 9,850
Change+33,189 (+337%)
Value$4.9M (+$3.8M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares40,021 from 39,906
Change+115 (+0%)
Value$4.5M (-$101.0K)
Filed 2026-10-08
Sharkey, Howes & Javer
INCREASED
Shares35,385 from 9,974
Change+25,411 (+255%)
Value$3.9M (+$2.8M)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
INCREASED
Shares29,166 from 24,862
Change+4,304 (+17%)
Value$3.2M (+$408.4K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
INCREASED
Shares27,979 from 15,099
Change+12,880 (+85%)
Value$3.1M (+$1.4M)
Filed 2026-10-21
Pembroke Management, LTD
INCREASED
Shares25,442 from 23,623
Change+1,819 (+8%)
Value$2.8M (+$135.2K)
Filed 2026-10-21
Sage Advisory Services, Ltd.Co.
NEW
Shares24,637
Change+24,637
Value$2.7M
Filed 2026-10-29
ZWJ Investment Counsel Inc
INCREASED
Shares24,199 from 21,642
Change+2,557 (+12%)
Value$2.7M (+$223.0K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares21,504 from 20,498
Change+1,006 (+5%)
Value$2.4M (+$53.6K)
Filed 2026-10-14
GSG Advisors LLC
INCREASED
Shares21,254 from 15,414
Change+5,840 (+38%)
Value$2.4M (+$606.3K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,040 from 18,959
Change+1,081 (+6%)
Value$2.3M (+$98.8K)
Filed 2026-10-13
Unique Wealth, LLC
INCREASED
Shares20,030 from 18,606
Change+1,424 (+8%)
Value$2.2M (+$105.5K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares19,347 from 17,686
Change+1,661 (+9%)
Value$2.2M (+$134.5K)
Filed 2026-10-30
Selby Wealth Management, LLC
DECREASED
Shares15,971 from 16,499
Change-528 (-3%)
Value$1.8M (-$105.8K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares14,440 from 12,925
Change+1,515 (+12%)
Value$1.6M (+$131.8K)
Filed 2026-10-21
Buttonwood Financial Group, LLC
NEW
Shares12,292
Change+12,292
Value$1.4M
Filed 2026-10-16
Gilbert Capital Group, Inc.
DECREASED
Shares12,028 from 12,128
Change-100 (-1%)
Value$1.3M (-$45.7K)
Filed 2026-10-28
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares11,277 from 11,488
Change-211 (-2%)
Value$1.3M (-$56.2K)
Filed 2026-10-29
Sage Investment Counsel LLC
DECREASED
Shares10,396 from 10,812
Change-416 (-4%)
Value$1.2M (-$77.1K)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares10,262 from 10,953
Change-691 (-6%)
Value$1.1M (-$108.2K)
Filed 2026-10-06
Finley Financial, LLC
DECREASED
Shares9,620 from 9,960
Change-340 (-3%)
Value$1.1M (-$59.5K)
Filed 2026-10-28
McLean Asset Management Corp
UNCHANGED
Shares9,095 from 9,095
Change0 (0%)
Value$1.0M (-$8.0K)
Filed 2026-11-06
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares8,865 from 8,834
Change+31 (+0%)
Value$987.0K (-$21.8K)
Filed 2026-10-20
Delta Wealth Advisors LLC
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$868.5K (-$22.2K)
Filed 2026-10-09
YHB Investment Advisors, Inc.
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$857.3K (-$21.9K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares7,370 from 7,364
Change+6 (+0%)
Value$820.6K (-$20.3K)
Filed 2026-11-03
LCW Services, LLC
INCREASED
Shares6,676 from 6,675
Change+1 (+0%)
Value$743.3K (-$18.9K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,456 from 6,451
Change+5 (+0%)
Value$718.8K (-$17.9K)
Filed 2026-10-16
Evolution Wealth Advisors, LLC
UNCHANGED
Shares6,426 from 6,426
Change0 (0%)
Value$715.5K (-$18.3K)
Filed 2026-11-03
Farrell Financial LLC
DECREASED
Shares6,342 from 6,397
Change-55 (-1%)
Value$706.1K (-$24.3K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,135 from 5,851
Change+284 (+5%)
Value$683.0K (+$15.0K)
Filed 2026-11-02
Regatta Capital Group, LLC
UNCHANGED
Shares5,749 from 5,749
Change0 (0%)
Value$640.1K (-$16.4K)
Filed 2026-10-23
Bay Capital Advisors, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$612.4K (-$15.7K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares5,458 from 6,595
Change-1,137 (-17%)
Value$607.6K (-$145.4K)
Filed 2026-10-16
Centerline Wealth Advisors, LLC
INCREASED
Shares4,834 from 4,518
Change+316 (+7%)
Value$538.2K (+$22.3K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
INCREASED
Shares4,694 from 4,689
Change+5 (+0%)
Value$522.7K (-$12.8K)
Filed 2026-11-04
Savant Capital, LLC
NEW
Shares4,407
Change+4,407
Value$490.7K
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares3,388 from 3,577
Change-189 (-5%)
Value$377.2K (-$31.2K)
Filed 2026-11-05
Moors & Cabot, Inc.
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$374.1K (-$9.6K)
Filed 2026-11-06
Creekside Partners
UNCHANGED
Shares3,165 from 3,165
Change0 (0%)
Value$352.4K (-$9.0K)
Filed 2026-11-04
One Day In July LLC
UNCHANGED
Shares2,923 from 2,923
Change0 (0%)
Value$325.4K (-$8.3K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares2,840 from 2,640
Change+200 (+8%)
Value$316.2K (+$14.7K)
Filed 2026-11-02
Vontobel Holding Ltd.
UNCHANGED
Shares2,513 from 2,513
Change0 (0%)
Value$279.8K (-$7.2K)
Filed 2026-10-16
Davidson Trust Co
UNCHANGED
Shares2,502 from 2,502
Change0 (0%)
Value$278.6K (-$7.1K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares2,424 from 2,043
Change+381 (+19%)
Value$269.9K (+$36.6K)
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares2,306 from 2,306
Change0 (0%)
Value$256.8K (-$6.6K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
NEW
Shares2,170
Change+2,170
Value$243.2K
Filed 2026-10-16
RMR Wealth Builders
NEW
Shares2,060
Change+2,060
Value$229.4K
Filed 2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,965 from 1,835
Change+130 (+7%)
Value$218.8K (+$9.2K)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares1,814 from 1,919
Change-105 (-5%)
Value$202.0K (-$17.2K)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares1,608 from 1,111
Change+497 (+45%)
Value$179.0K (+$52.2K)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$167.0K (-$4.3K)
Filed 2026-11-02
Clearstead Advisors, LLC
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$161.2K (-$4.1K)
Filed 2026-11-06
Buck Wealth Strategies, LLC
INCREASED
Shares1,320 from 1,147
Change+173 (+15%)
Value$147.0K (+$16.0K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares980 from 976
Change+4 (+0%)
Value$109.1K (-$2.4K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares747 from 745
Change+2 (+0%)
Value$83.2K (-$1.9K)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares276 from 802
Change-526 (-66%)
Value$30.7K (-$60.9K)
Filed 2026-10-21
Piscataqua Savings Bank
NEW
Shares227
Change+227
Value$25.3K
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$13.0K (+$13.0K)
Filed 2026-11-04
Gamma Investing LLC
NEW
Shares189
Change+189
Value$21.0K
Filed 2026-10-08
Lanark Financial, Inc.
NEW
Shares137
Change+137
Value$15.3K
Filed 2026-10-26
Cape Investment Advisory, Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$9.2K (-$237)
Filed 2026-10-13
Allworth Financial LP
NEW
Shares40
Change+40
Value$4.6K
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares34 from 30
Change+4 (+13%)
Value$3.8K (+$372)
Filed 2026-11-05
US Bancorp \de\
NEW
Shares31
Change+31
Value$3.5K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares24
Change+24
Value$2.7K
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares20 from 15
Change+5 (+33%)
Value$2.2K (+$514)
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.1K (-$55)
Filed 2026-11-04
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$111 (-$3)
Filed 2026-11-06
John W. Brooker & Co., CPAs
CLOSED
Shares0 from 1,949
Change-1,949 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-21
Saxon Interests, Inc.
CLOSED
Shares0 from 1,759
Change-1,759 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-26
Merit Financial Group, LLC
CLOSED
Shares0 from 1,754
Change-1,754 (-100%)
Value$0 (-$200.3K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$5.7K)
Filed 2026-11-02
CoreCap Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-08
Stifel Financial Corp
N/A
Shares— from 2,222,997
Change-2,222,997 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,068,393
Change-1,068,393 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 390,238
Change-390,238 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 323,146
Change-323,146 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 304,748
Change-304,748 (-100%)
Value—
Calydon Capital
N/A
Shares— from 284,423
Change-284,423 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 264,950
Change-264,950 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 264,884
Change-264,884 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 252,790
Change-252,790 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 179,720
Change-179,720 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 173,882
Change-173,882 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 143,137
Change-143,137 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 83,605
Change-83,605 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 78,669
Change-78,669 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 78,386
Change-78,386 (-100%)
Value—
UBS Group AG
N/A
Shares— from 75,385
Change-75,385 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 70,423
Change-70,423 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 66,201
Change-66,201 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 50,101
Change-50,101 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 45,650
Change-45,650 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 42,411
Change-42,411 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 38,655
Change-38,655 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 29,032
Change-29,032 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 27,663
Change-27,663 (-100%)
Value—
FMR LLC
N/A
Shares— from 26,764
Change-26,764 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 26,621
Change-26,621 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 25,067
Change-25,067 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,847
Change-23,847 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 21,479
Change-21,479 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,971
Change-18,971 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 18,326
Change-18,326 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 18,084
Change-18,084 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 17,911
Change-17,911 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,115
Change-17,115 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 15,640
Change-15,640 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 13,936
Change-13,936 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,591
Change-13,591 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,679
Change-9,679 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,422
Change-9,422 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 8,884
Change-8,884 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,831
Change-8,831 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,278
Change-6,278 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,947
Change-5,947 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 950
Change-950 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 37
Change-37 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 30
Change-30 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Henshaw Capital LLC
UNCHANGED772,000772,00000%$88.2M$86.0M-$2.2M2026-11-03
GenTrust, LLC
INCREASED360,165360,054+111+0%$41.1M$40.1M-$1.0M2026-11-06
LPL Financial LLC
INCREASED355,381348,434+6,947+2%$39.8M$39.6M-$219.6K2026-11-06
Thrivent Financial for Lutherans
NEW354,119—+354,119——$39.7M—2026-11-05
D.A. Davidson & Co.
DECREASED280,145284,370-4,225-1%$32.5M$31.2M-$1.3M2026-10-28
Davidson Investment Advisors
INCREASED265,991251,532+14,459+6%$28.7M$29.6M+$893.0K2026-10-20
Amundi
NEW201,569—+201,569——$22.4M—2026-11-06
Private Advisory Group LLC
DECREASED149,933168,089-18,156-11%$19.2M$16.7M-$2.5M2026-11-06
Ironwood Financial, llc
INCREASED117,652115,285+2,367+2%$13.2M$13.1M-$114.5K2026-10-20
Procyon Advisors, LLC
NEW108,438—+108,438——$12.1M—2026-10-21
Adventist Health System Sunbelt Healthcare Corp
UNCHANGED99,99899,99800%$11.4M$11.1M-$285.0K2026-11-02
Financial Architects, LLC
INCREASED85,04782,322+2,725+3%$9.4M$9.5M+$68.8K2026-10-13
Commonwealth Equity Services, LLC
DECREASED63,56767,089-3,522-5%$7.7M$7.1M-$583.3K2026-11-02
First Heartland Consultants, Inc.
DECREASED61,39261,853-461-1%$7.1M$6.8M-$227.5K2026-10-08
Bank of New York Mellon Corp
NEW47,912—+47,912——$5.3M—2026-11-05
Elmwood Wealth Management, Inc.
INCREASED46,45645,476+980+2%$5.2M$5.2M-$20.5K2026-10-14
Affinity Capital Advisors, LLC
INCREASED43,0399,850+33,189+337%$1.1M$4.9M+$3.8M2026-10-13
Farther Finance Advisors, LLC
INCREASED40,02139,906+115+0%$4.6M$4.5M-$101.0K2026-10-08
Sharkey, Howes & Javer
INCREASED35,3859,974+25,411+255%$1.1M$3.9M+$2.8M2026-10-22
Sagespring Wealth Partners, LLC
INCREASED29,16624,862+4,304+17%$2.8M$3.2M+$408.4K2026-10-22
Crescent Grove Advisors, LLC
INCREASED27,97915,099+12,880+85%$1.7M$3.1M+$1.4M2026-10-21
Pembroke Management, LTD
INCREASED25,44223,623+1,819+8%$2.7M$2.8M+$135.2K2026-10-21
Sage Advisory Services, Ltd.Co.
NEW24,637—+24,637——$2.7M—2026-10-29
ZWJ Investment Counsel Inc
INCREASED24,19921,642+2,557+12%$2.5M$2.7M+$223.0K2026-10-15
XY Planning Network, Inc.
INCREASED21,50420,498+1,006+5%$2.3M$2.4M+$53.6K2026-10-14
GSG Advisors LLC
INCREASED21,25415,414+5,840+38%$1.8M$2.4M+$606.3K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED20,04018,959+1,081+6%$2.2M$2.3M+$98.8K2026-10-13
Unique Wealth, LLC
INCREASED20,03018,606+1,424+8%$2.1M$2.2M+$105.5K2026-10-16
Truist Financial Corp
INCREASED19,34717,686+1,661+9%$2.0M$2.2M+$134.5K2026-10-30
Selby Wealth Management, LLC
DECREASED15,97116,499-528-3%$1.9M$1.8M-$105.8K2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED14,44012,925+1,515+12%$1.5M$1.6M+$131.8K2026-10-21
Buttonwood Financial Group, LLC
NEW12,292—+12,292——$1.4M—2026-10-16
Gilbert Capital Group, Inc.
DECREASED12,02812,128-100-1%$1.4M$1.3M-$45.7K2026-10-28
Walled Lake Planning & Wealth Management, LLC
DECREASED11,27711,488-211-2%$1.3M$1.3M-$56.2K2026-10-29
Sage Investment Counsel LLC
DECREASED10,39610,812-416-4%$1.2M$1.2M-$77.1K2026-10-26
Bangor Savings Bank
DECREASED10,26210,953-691-6%$1.3M$1.1M-$108.2K2026-10-06
Finley Financial, LLC
DECREASED9,6209,960-340-3%$1.1M$1.1M-$59.5K2026-10-28
McLean Asset Management Corp
UNCHANGED9,0959,09500%$1.0M$1.0M-$8.0K2026-11-06
Benchmark Financial Wealth Advisors, LLC
INCREASED8,8658,834+31+0%$1.0M$987.0K-$21.8K2026-10-20
Delta Wealth Advisors LLC
UNCHANGED7,8007,80000%$890.7K$868.5K-$22.2K2026-10-09
YHB Investment Advisors, Inc.
UNCHANGED7,7007,70000%$879.3K$857.3K-$21.9K2026-10-08
Parallel Advisors, LLC
INCREASED7,3707,364+6+0%$840.9K$820.6K-$20.3K2026-11-03
LCW Services, LLC
INCREASED6,6766,675+1+0%$762.2K$743.3K-$18.9K2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED6,4566,451+5+0%$736.6K$718.8K-$17.9K2026-10-16
Evolution Wealth Advisors, LLC
UNCHANGED6,4266,42600%$733.8K$715.5K-$18.3K2026-11-03
Farrell Financial LLC
DECREASED6,3426,397-55-1%$730.4K$706.1K-$24.3K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED6,1355,851+284+5%$668.0K$683.0K+$15.0K2026-11-02
Regatta Capital Group, LLC
UNCHANGED5,7495,74900%$656.5K$640.1K-$16.4K2026-10-23
Bay Capital Advisors, LLC
UNCHANGED5,5005,50000%$628.0K$612.4K-$15.7K2026-10-16
PFG Advisors
DECREASED5,4586,595-1,137-17%$753.1K$607.6K-$145.4K2026-10-16
Centerline Wealth Advisors, LLC
INCREASED4,8344,518+316+7%$515.9K$538.2K+$22.3K2026-10-15
Cornerstone Wealth Management, LLC
INCREASED4,6944,689+5+0%$535.5K$522.7K-$12.8K2026-11-04
Savant Capital, LLC
NEW4,407—+4,407——$490.7K—2026-11-06
Fifth Third Bancorp
DECREASED3,3883,577-189-5%$408.5K$377.2K-$31.2K2026-11-05
Moors & Cabot, Inc.
UNCHANGED3,3603,36000%$383.7K$374.1K-$9.6K2026-11-06
Creekside Partners
UNCHANGED3,1653,16500%$361.4K$352.4K-$9.0K2026-11-04
One Day In July LLC
UNCHANGED2,9232,92300%$333.8K$325.4K-$8.3K2026-10-30
Creative Planning
INCREASED2,8402,640+200+8%$301.5K$316.2K+$14.7K2026-11-02
Vontobel Holding Ltd.
UNCHANGED2,5132,51300%$287.0K$279.8K-$7.2K2026-10-16
Davidson Trust Co
UNCHANGED2,5022,50200%$285.7K$278.6K-$7.1K2026-10-09
Kestra Advisory Services, LLC
INCREASED2,4242,043+381+19%$233.3K$269.9K+$36.6K2026-11-02
Cordgrass Capital Advisors, LLC
UNCHANGED2,3062,30600%$263.3K$256.8K-$6.6K2026-10-30
TD Waterhouse Canada Inc.
NEW2,170—+2,170——$243.2K—2026-10-16
RMR Wealth Builders
NEW2,060—+2,060——$229.4K—2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED1,9651,835+130+7%$209.5K$218.8K+$9.2K2026-10-22
HB Wealth Management, LLC
DECREASED1,8141,919-105-5%$219.1K$202.0K-$17.2K2026-10-23
Signaturefd, LLC
INCREASED1,6081,111+497+45%$126.9K$179.0K+$52.2K2026-10-23
Concord Wealth Partners
UNCHANGED1,5001,50000%$171.3K$167.0K-$4.3K2026-11-02
Clearstead Advisors, LLC
UNCHANGED1,4481,44800%$165.3K$161.2K-$4.1K2026-11-06
Buck Wealth Strategies, LLC
INCREASED1,3201,147+173+15%$131.0K$147.0K+$16.0K2026-10-28
AlphaCore Capital LLC
INCREASED980976+4+0%$111.5K$109.1K-$2.4K2026-11-04
Harbor Asset Planning, Inc.
INCREASED747745+2+0%$85.0K$83.2K-$1.9K2026-10-23
Assetmark, Inc
DECREASED276802-526-66%$91.6K$30.7K-$60.9K2026-10-21
Piscataqua Savings Bank
NEW227—+227——$25.3K—2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED19119100%$22$13.0K+$13.0K2026-11-04
Gamma Investing LLC
NEW189—+189——$21.0K—2026-10-08
Lanark Financial, Inc.
NEW137—+137——$15.3K—2026-10-26
Cape Investment Advisory, Inc.
UNCHANGED838300%$9.5K$9.2K-$2372026-10-13
Allworth Financial LP
NEW40—+40——$4.6K—2026-11-06
Larson Financial Group LLC
INCREASED3430+4+13%$3.4K$3.8K+$3722026-11-05
US Bancorp \de\
NEW31—+31——$3.5K—2026-11-05
Provenance Wealth Advisors, LLC
NEW24—+24——$2.7K—2026-10-30
Citigroup Inc
INCREASED2015+5+33%$1.7K$2.2K+$5142026-11-04
1620 Investment Advisors, Inc.
UNCHANGED191900%$2.2K$2.1K-$552026-11-04
Russell Investments Group, Ltd.
UNCHANGED1100%$114$111-$32026-11-06
John W. Brooker & Co., CPAs
CLOSED01,949-1,949-100%$222.6K$0-$222.6K2026-10-21
Saxon Interests, Inc.
CLOSED01,759-1,759-100%$200.9K$0-$200.9K2026-10-26
Merit Financial Group, LLC
CLOSED01,754-1,754-100%$200.3K$0-$200.3K2026-11-06
Vermillion Wealth Management, Inc.
CLOSED092-92-100%$10.5K$0-$10.5K2026-10-26
International Assets Investment Management, LLC
CLOSED050-50-100%$5.7K$0-$5.7K2026-11-02
CoreCap Advisors, LLC
CLOSED011-11-100%$1.3K$0-$1.3K2026-10-08
Stifel Financial Corp
N/A—2,222,997-2,222,997-100%$253.8M———
Bank of America Corp
N/A—1,068,393-1,068,393-100%$122.0M———
Strategic Financial Services, Inc.
N/A—390,238-390,238-100%$44.6M———
Morgan Stanley
N/A—323,146-323,146-100%$36.9M———
Envestnet Asset Management Inc
N/A—304,748-304,748-100%$34.8M———
Calydon Capital
N/A—284,423-284,423-100%$32.5M———
HighTower Advisors, LLC
N/A—264,950-264,950-100%$30.3M———
Arkadios Wealth Advisors
N/A—264,884-264,884-100%$30.2M———
Northwestern Mutual Wealth Management Co
N/A—252,790-252,790-100%$28.9M———
Cetera Investment Advisers
N/A—179,720-179,720-100%$20.5M———
Wells Fargo & Company
N/A—173,882-173,882-100%$19.9M———
Crews Bank & Trust
N/A—143,137-143,137-100%$16.3M———
Swisher Financial Concepts, Inc.
N/A—83,605-83,605-100%$9.5M———
JPMorgan Chase & Co
N/A—78,669-78,669-100%$9.0M———
Genesis Wealth Advisors, LLC
N/A—78,386-78,386-100%$9.0M———
UBS Group AG
N/A—75,385-75,385-100%$8.6M———
Dynasty Wealth Management, LLC
N/A—70,423-70,423-100%$8.0M———
Cerity Partners LLC
N/A—66,201-66,201-100%$7.6M———
Scotia Capital Inc.
N/A—50,101-50,101-100%$5.7M———
Royal Bank of Canada
N/A—45,650-45,650-100%$5.2M———
Advisory Services Network, LLC
N/A—42,411-42,411-100%$4.8M———
L2 Asset Management, LLC
N/A—38,655-38,655-100%$4.4M———
First Manhattan Co. Llc.
N/A—29,032-29,032-100%$3.3M———
Stratos Investment Management, LLC
N/A—27,663-27,663-100%$3.2M———
FMR LLC
N/A—26,764-26,764-100%$3.1M———
Mariner, LLC
N/A—26,621-26,621-100%$3.0M———
Lbmc Investment Advisors, LLC
N/A—25,067-25,067-100%$2.9M———
Goldman Sachs Group Inc
N/A—23,847-23,847-100%$2.7M———
Wescap Management Group, Inc.
N/A—21,479-21,479-100%$2.5M———
Jones Financial Companies Lllp
N/A—18,971-18,971-100%$2.2M———
Goodman Financial Corp
N/A—18,326-18,326-100%$2.1M———
Brown Brothers Harriman & Co
N/A—18,084-18,084-100%$2.1M———
Gotham Asset Management, LLC
N/A—17,911-17,911-100%$2.0M———
Cary Street Partners Financial LLC
N/A—17,115-17,115-100%$2.0M———
Klingenstein Fields & Co LP
N/A—16,000-16,000-100%$1.8M———
Shufro Rose & Co LLC
N/A—15,640-15,640-100%$1.8M———
Bessemer Group Inc
N/A—13,936-13,936-100%$1.6M———
Osaic Holdings, Inc.
N/A—13,591-13,591-100%$1.6M———
NewEdge Advisors, LLC
N/A—11,585-11,585-100%$1.3M———
Global Retirement Partners, LLC
N/A—9,679-9,679-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—9,422-9,422-100%$1.1M———
Webster Bank, N. A.
N/A—8,884-8,884-100%$1.0M———
OneDigital Investment Advisors LLC
N/A—8,831-8,831-100%$1.0M———
Capital Analysts, LLC
N/A—8,805-8,805-100%$1.0M———
Aspire Growth Partners LLC
N/A—8,288-8,288-100%$946.4K———
Tolleson Wealth Management, Inc.
N/A—7,978-7,978-100%$911.0K———
Miller Capital Partners, Inc.
N/A—6,626-6,626-100%$756.6K———
Ameriprise Financial Inc
N/A—6,593-6,593-100%$752.8K———
HRT Financial LP
N/A—6,278-6,278-100%$716.0K———
Equitable Holdings, Inc.
N/A—5,947-5,947-100%$679.1K———
Focus Partners Wealth
N/A—4,674-4,674-100%$533.7K———
Rockefeller Capital Management L.P.
N/A—4,525-4,525-100%$516.7K———
Raymond James Financial Inc
N/A—4,337-4,337-100%$495.3K———
Quantinno Capital Management LP
N/A—4,064-4,064-100%$464.1K———
Bank of Montreal
N/A—3,706-3,706-100%$423.2K———
Legacy PCG, LLC
N/A—3,511-3,511-100%$414.3K———
Integrated Wealth Concepts LLC
N/A—3,451-3,451-100%$394.1K———
Gallagher Fiduciary Advisors, LLC
N/A—3,225-3,225-100%$368.3K———
Strategic Investment Advisors / MI
N/A—3,032-3,032-100%$346.2K———
Wealthspire Advisors, LLC
N/A—2,946-2,946-100%$336.4K———
WealthTrust Axiom LLC
N/A—2,936-2,936-100%$335.3K———
Captrust Financial Advisors
N/A—2,041-2,041-100%$233.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,942-1,942-100%$221.8K———
Blair William & Co
N/A—1,925-1,925-100%$219.8K———
Essex Financial Services, Inc.
N/A—1,883-1,883-100%$215.0K———
UBS Asset Management Americas LLC
N/A—1,768-1,768-100%$201.9K———
Arax Advisory Partners
N/A—1,540-1,540-100%$175.8K———
Centaurus Financial, Inc.
N/A—1,145-1,145-100%$131.0K———
Caldwell Sutter Capital, Inc.
N/A—1,106-1,106-100%$126.3K———
FAS Wealth Partners, Inc.
N/A—1,090-1,090-100%$124.5K———
National Bank of Canada
N/A—950-950-100%$108.5K———
Lazard Asset Management LLC
N/A—404-404-100%$46.1K———
Aptus Capital Advisors, LLC
N/A—305-305-100%$34.8K———
Bogart Wealth, LLC
N/A—292-292-100%$33.3K———
Atomic Invest LLC
N/A—86-86-100%$9.8K———
Qube Research & Technologies Ltd
N/A—37-37-100%$4.2K———
Glassman Wealth Services
N/A—30-30-100%$3.4K———
BFC Planning, Inc.
N/A—7-7-100%$799———
AE Wealth Management LLC
N/A—00—$28———
Showing 170 of 170 institutions