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Ishares Global Healthcare ET (IXJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares271,805 from 786,480
Change-514,675 (-65%)
Value$27.8M (-$49.6M)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED
Shares110,183 from 115,873
Change-5,690 (-5%)
Value$11.3M (-$147.7K)
Filed 2026-10-16
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED
Shares104,285 from 104,285
Change0 (0%)
Value$10.6M (+$390.0K)
Filed 2026-10-15
Royal Fund Management, LLC
INCREASED
Shares101,993 from 97,325
Change+4,668 (+5%)
Value$10.4M (+$840.8K)
Filed 2026-10-22
Miller Howard Investments Inc
NEW
Shares86,136
Change+86,136
Value$8.8M
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares85,711 from 83,187
Change+2,524 (+3%)
Value$8.8M (+$568.9K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares47,800 from 47,800
Change0 (0%)
Value$4.9M (+$178.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares40,368 from 37,777
Change+2,591 (+7%)
Value$4.1M (+$405.8K)
Filed 2026-10-08
Leo Wealth, LLC
NEW
Shares39,363
Change+39,363
Value$4.0M
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares38,302 from 38,556
Change-254 (-1%)
Value$3.9M (+$118.3K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares32,703 from 30,196
Change+2,507 (+8%)
Value$3.3M (+$323.6K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares29,115 from 26,685
Change+2,430 (+9%)
Value$3.0M (+$348.0K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares28,136 from 28,669
Change-533 (-2%)
Value$2.9M (+$52.9K)
Filed 2026-11-02
Meridian Investment Counsel Inc.
INCREASED
Shares23,648 from 11,503
Change+12,145 (+106%)
Value$2.4M (+$1.3M)
Filed 2026-10-14
Legacy Wealth Partners, LLC
INCREASED
Shares22,761 from 21,367
Change+1,394 (+7%)
Value$2.3M (+$222.3K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares21,780 from 21,766
Change+14 (+0%)
Value$2.2M (+$82.9K)
Filed 2026-11-02
Equity Investment Corp
NEW
Shares20,556
Change+20,556
Value$2.1M
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares19,374 from 3,962
Change+15,412 (+389%)
Value$2.0M (+$1.6M)
Filed 2026-11-05
Marotta Asset Management
UNCHANGED
Shares18,891 from 18,891
Change0 (0%)
Value$1.9M (+$65.6K)
Filed 2026-10-02
Cambiar Investors LLC
NEW
Shares17,842
Change+17,842
Value$1.8M
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED
Shares17,344 from 18,516
Change-1,172 (-6%)
Value$1.8M (-$50.5K)
Filed 2026-10-13
City of London Investment Management Co LTD
NEW
Shares17,270
Change+17,270
Value$1.8M
Filed 2026-10-30
Clarity Wealth Advisors, LLC
DECREASED
Shares17,141 from 19,029
Change-1,888 (-10%)
Value$1.8M (-$121.6K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares16,929 from 16,991
Change-62 (0%)
Value$1.7M (+$57.2K)
Filed 2026-10-15
Vontobel Holding Ltd.
DECREASED
Shares16,700 from 26,700
Change-10,000 (-37%)
Value$1.7M (-$921.3K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
UNCHANGED
Shares16,125 from 16,125
Change0 (0%)
Value$1.6M (+$60.3K)
Filed 2026-10-21
Anson Capital, Inc.
DECREASED
Shares16,105 from 17,109
Change-1,004 (-6%)
Value$1.6M (-$38.6K)
Filed 2026-10-23
Decision Investments, Inc
DECREASED
Shares13,463 from 13,563
Change-100 (-1%)
Value$1.4M (+$40.5K)
Filed 2026-10-07
D.A. Davidson & Co.
INCREASED
Shares12,932 from 12,493
Change+439 (+4%)
Value$1.3M (+$91.5K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,913 from 13,328
Change-415 (-3%)
Value$1.3K (-$1.3M)
Filed 2026-11-02
Jefferies Financial Group Inc.
NEW
Shares12,500
Change+12,500
Value$1.3M
Filed 2026-11-05
Whalen Wealth Management Inc.
NEW
Shares12,127
Change+12,127
Value$1.2M
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares10,858 from 12,237
Change-1,379 (-11%)
Value$1.1K (-$1.2M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
NEW
Shares10,292
Change+10,292
Value$1.1M
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED
Shares10,235 from 4
Change+10,231 (+255775%)
Value$1.0M (+$1.0M)
Filed 2026-11-04
Partners Wealth Management, LLC
INCREASED
Shares9,938 from 9,931
Change+7 (+0%)
Value$1.0M (+$37.9K)
Filed 2026-10-28
Mondrian Investment Partners LTD
INCREASED
Shares9,833 from 62
Change+9,771 (+15760%)
Value$1.0M (+$1.0M)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares9,278 from 9,125
Change+153 (+2%)
Value$947.5K (+$49.7K)
Filed 2026-10-08
Maltin Wealth Management, Inc.
DECREASED
Shares9,100 from 9,150
Change-50 (-1%)
Value$929.3K (+$29.1K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares8,866 from 17,078
Change-8,212 (-48%)
Value$905.4K (-$774.7K)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares8,594 from 4,798
Change+3,796 (+79%)
Value$877.6K (+$405.6K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares8,300 from 8,300
Change0 (0%)
Value$847.6K (+$31.0K)
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares7,931 from 8,004
Change-73 (-1%)
Value$809.9K (+$22.5K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
INCREASED
Shares7,659 from 6,961
Change+698 (+10%)
Value$782.2K (+$97.3K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares6,811 from 5,271
Change+1,540 (+29%)
Value$695.5K (+$171.1K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares6,656 from 6,601
Change+55 (+1%)
Value$679.7K (+$30.2K)
Filed 2026-10-23
Elco Management Co., LLC
UNCHANGED
Shares6,627 from 6,627
Change0 (0%)
Value$676.7K (+$24.8K)
Filed 2026-10-14
Algorithmic Investment Models, LLC
DECREASED
Shares6,264 from 12,166
Change-5,902 (-49%)
Value$639.7K (-$557.2K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares6,098 from 2,906
Change+3,192 (+110%)
Value$622.7K (+$336.8K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares6,055 from 5,282
Change+773 (+15%)
Value$618.3K (+$98.7K)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares5,712 from 5,712
Change0 (0%)
Value$583.3K (+$21.4K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares5,418 from 5,390
Change+28 (+1%)
Value$553.3K (+$23.0K)
Filed 2026-10-14
Sovran Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$558.7K (+$44.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,938 from 4,495
Change+443 (+10%)
Value$502.6K (+$56.6K)
Filed 2026-10-13
KCM Investment Advisors LLC
UNCHANGED
Shares4,790 from 4,790
Change0 (0%)
Value$489.2K (+$17.9K)
Filed 2026-10-27
Everett Harris & Co
UNCHANGED
Shares4,630 from 4,630
Change0 (0%)
Value$472.8K (+$17.3K)
Filed 2026-10-28
Wealth Management Partners, LLC
NEW
Shares4,571
Change+4,571
Value$466.8K
Filed 2026-10-21
Barry Investment Advisors, LLC
DECREASED
Shares4,505 from 4,582
Change-77 (-2%)
Value$460.0K (+$9.3K)
Filed 2026-10-14
Patriot Investment Management Group, Inc.
UNCHANGED
Shares4,352 from 4,352
Change0 (0%)
Value$444.4K (+$16.3K)
Filed 2026-10-15
Tepp RIA, LLC
DECREASED
Shares4,298 from 4,588
Change-290 (-6%)
Value$439.0K (-$12.5K)
Filed 2026-10-14
Prospera Financial Services Inc
UNCHANGED
Shares3,858 from 3,858
Change0 (0%)
Value$434.7K (+$55.1K)
Filed 2026-11-04
Good Harbor Advisors, Inc.
UNCHANGED
Shares3,833 from 3,833
Change0 (0%)
Value$391.5K (+$14.3K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares3,538 from 3,539
Change-1 (0%)
Value$361.3K (+$13.1K)
Filed 2026-10-13
Waystone Advisors LLC
DECREASED
Shares3,488 from 3,557
Change-69 (-2%)
Value$343.2K (-$6.8K)
Filed 2026-10-16
Cordatus Wealth Management LLC
UNCHANGED
Shares3,338 from 3,338
Change0 (0%)
Value$340.9K (+$12.5K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares3,329 from 3,329
Change0 (0%)
Value$309.0K (+$30.0K)
Filed 2026-11-04
GFS Advisors, LLC
DECREASED
Shares3,217 from 6,981
Change-3,764 (-54%)
Value$329.0K (-$868)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares3,199 from 3,007
Change+192 (+6%)
Value$326.8K (+$30.9K)
Filed 2026-11-04
MGO One Seven LLC
UNCHANGED
Shares3,008 from 3,008
Change0 (0%)
Value$307.2K (+$11.3K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
NEW
Shares2,997
Change+2,997
Value$306.1K
Filed 2026-10-16
Continuum Wealth Advisors, LLC
UNCHANGED
Shares2,993 from 2,993
Change0 (0%)
Value$305.6K (+$11.2K)
Filed 2026-10-20
Interchange Capital Partners, LLC
DECREASED
Shares2,906 from 2,983
Change-77 (-3%)
Value$296.7K (+$3.3K)
Filed 2026-10-28
Strategic Blueprint, LLC
DECREASED
Shares2,834 from 3,563
Change-729 (-20%)
Value$289.4K (-$61.1K)
Filed 2026-10-22
Beacon Financial Advisory LLC
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$289.0K (+$10.6K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares2,789 from 2,256
Change+533 (+24%)
Value$284.8K (+$62.8K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$272.5K ($0)
Filed 2026-10-26
Wealthstar Advisors, LLC
DECREASED
Shares2,723 from 2,836
Change-113 (-4%)
Value$278.1K (-$932)
Filed 2026-10-19
LVW Advisors, LLC
NEW
Shares2,722
Change+2,722
Value$278.0K
Filed 2026-10-19
Carnegie Investment Counsel
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$260.4K (+$9.5K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares2,535 from 2,535
Change0 (0%)
Value$258.9K (+$9.5K)
Filed 2026-10-19
Courage Miller Partners, LLC
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$256.3K (+$9.4K)
Filed 2026-10-21
Viewpoint Investment Partners Corp
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$255.1K (+$7.6K)
Filed 2026-10-26
Tiller Private Wealth, Inc.
INCREASED
Shares2,465 from 2,445
Change+20 (+1%)
Value$251.7K (+$11.2K)
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares2,285 from 2,452
Change-167 (-7%)
Value$233.3K (-$7.9K)
Filed 2026-10-22
4Wealth Advisors, Inc.
NEW
Shares2,140
Change+2,140
Value$221.8K
Filed 2026-10-13
Segment Wealth Management, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$217.5K (+$8.0K)
Filed 2026-10-26
Investmark Advisory Group LLC
DECREASED
Shares2,125 from 2,126
Change-1 (0%)
Value$217.1K (+$8.0K)
Filed 2026-10-27
Courier Capital LLC
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$208.5K (+$7.6K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares2,024 from 3,635
Change-1,611 (-44%)
Value$206.7K (-$150.9K)
Filed 2026-10-30
Ehrlich Financial Group
NEW
Shares2,010
Change+2,010
Value$205.2K
Filed 2026-10-20
Gemmer Asset Management LLC
NEW
Shares2,000
Change+2,000
Value$204.2K
Filed 2026-10-16
Manchester Capital Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$204.2K (+$7.5K)
Filed 2026-10-22
US Bancorp \de\
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$185.8K (+$6.8K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,667 from 1,667
Change0 (0%)
Value$170 (-$163.8K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares1,658 from 1,575
Change+83 (+5%)
Value$169.3K (+$14.4K)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
DECREASED
Shares1,435 from 2,188
Change-753 (-34%)
Value$145.9K (-$59.6K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$118.8K (+$4.4K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares1,117
Change+1,117
Value$114.1K
Filed 2026-10-30
Breakwater Investment Management
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$105.8K (+$3.9K)
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares1,018 from 1,019
Change-1 (0%)
Value$104.0K (+$3.7K)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$89.1K (+$3.3K)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$84.8K (+$3.1K)
Filed 2026-10-26
Nfsg Corp
INCREASED
Shares723 from 190
Change+533 (+281%)
Value$73.8K (+$55.1K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares610 from 604
Change+6 (+1%)
Value$62.3K (+$2.9K)
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares596
Change+596
Value$60.9K
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$58.2K (+$2.1K)
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares533
Change+533
Value$54.4K
Filed 2026-11-02
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$53.1K (+$1.9K)
Filed 2026-10-28
Financial Consulate, Inc
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$50.6K (+$1.9K)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares440
Change+440
Value$44.9K
Filed 2026-10-27
Capital Investment Counsel, Inc
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$44.2K (+$1.6K)
Filed 2026-10-20
Country Trust Bank
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$35.7K (+$1.3K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$35.5K (+$1.3K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$34.8K (+$1.3K)
Filed 2026-10-20
Align Financial, LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$30.7K (+$1.1K)
Filed 2026-10-16
Activest Wealth Management
NEW
Shares234
Change+234
Value$23.9K
Filed 2026-10-15
Parallel Advisors, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$23.5K (+$861)
Filed 2026-11-03
Entrust Financial LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$22.4K (+$821)
Filed 2026-11-04
Grove Bank & Trust
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$21.6K (+$792)
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$20.6K (+$755)
Filed 2026-10-20
North Star Investment Management Corp.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$18.6K (+$681)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares180 from 186
Change-6 (-3%)
Value$18.5K (+$234)
Filed 2026-10-30
Downshift Financial, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$17.8K (+$651)
Filed 2026-10-13
Pittenger & Anderson Inc
NEW
Shares153
Change+153
Value$15.6K
Filed 2026-11-02
Y.D. More Investments Ltd
DECREASED
Shares140 from 312
Change-172 (-55%)
Value$14.3K (-$16.4K)
Filed 2026-11-02
Mather Group, Llc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$13.9K (+$508)
Filed 2026-10-14
AlphaCore Capital LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$13.8K (+$505)
Filed 2026-11-04
CX Institutional
DECREASED
Shares120 from 123
Change-3 (-2%)
Value$12 ($0)
Filed 2026-10-02
WestEnd Advisors, LLC
INCREASED
Shares115 from 16
Change+99 (+619%)
Value$11.8K (+$10.2K)
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$10.7K (+$393)
Filed 2026-10-08
Lanark Financial, Inc.
DECREASED
Shares101 from 156
Change-55 (-35%)
Value$10.3K (-$5.0K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
DECREASED
Shares96 from 105
Change-9 (-9%)
Value$9.8K (-$526)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
NEW
Shares94
Change+94
Value$9.6K
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$9.6K (+$352)
Filed 2026-10-29
Montag A & Associates Inc
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$9.1K (+$332)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares83
Change+83
Value$8.5K
Filed 2026-10-21
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.2K (+$299)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$6.3K (+$232)
Filed 2026-11-05
Quaker Wealth Management, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.6K (+$206)
Filed 2026-10-22
Caldwell Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.1K (+$187)
Filed 2026-10-30
Trust Co of Toledo NA
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.5K (+$164)
Filed 2026-10-16
Golden State Wealth Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.6K (+$167)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares32
Change+32
Value$3.3K
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.3K (+$120)
Filed 2026-11-02
Armstrong Advisory Group, Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.1K (+$112)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.3K (+$86)
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (+$73)
Filed 2026-10-21
Advanced Asset Management Advisors Inc
INCREASED
Shares18 from 16
Change+2 (+13%)
Value$1.8K (+$264)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.8K (+$67)
Filed 2026-10-23
Elevated Capital Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.2K (+$44)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares10
Change+10
Value$1.0K
Filed 2026-11-05
DecisionPoint Financial, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$606 (+$14)
Filed 2026-10-27
Ascent Group, LLC
CLOSED
Shares0 from 4,468
Change-4,468 (-100%)
Value$0 (-$439.6K)
Filed 2026-10-30
Ignite Planners, LLC
CLOSED
Shares0 from 3,228
Change-3,228 (-100%)
Value$0 (-$317.6K)
Filed 2026-10-14
Fulcrum Wealth Advisors, LLC
CLOSED
Shares0 from 2,610
Change-2,610 (-100%)
Value$0 (-$256.8K)
Filed 2026-10-16
Slow Capital, Inc.
CLOSED
Shares0 from 2,076
Change-2,076 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-23
Lynx Investment Advisory
CLOSED
Shares0 from 2,053
Change-2,053 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-27
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$137.7K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 441
Change-441 (-100%)
Value$0 (-$43.4K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$21.5K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-16
Creative Financial Designs Inc
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-13
Rossby Financial, LCC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$5.9K)
Filed 2026-11-05
Pflug Koory, LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-26
Evolution Wealth Management Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-28
Eastern Bank
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$885)
Filed 2026-10-05
BlackRock, Inc.
N/A
Shares— from 13,781,566
Change-13,781,566 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 2,684,000
Change-2,684,000 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,113,446
Change-2,113,446 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,030,212
Change-1,030,212 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 945,984
Change-945,984 (-100%)
Value—
FIL Ltd
N/A
Shares— from 776,264
Change-776,264 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 719,900
Change-719,900 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 310,990
Change-310,990 (-100%)
Value—
UBS Group AG
N/A
Shares— from 308,296
Change-308,296 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 231,651
Change-231,651 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 217,217
Change-217,217 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 183,020
Change-183,020 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 183,017
Change-183,017 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 166,548
Change-166,548 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 165,149
Change-165,149 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 148,494
Change-148,494 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 138,873
Change-138,873 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 127,640
Change-127,640 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 125,906
Change-125,906 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 118,275
Change-118,275 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 82,029
Change-82,029 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 78,965
Change-78,965 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 60,434
Change-60,434 (-100%)
Value—
FCA Corp
N/A
Shares— from 53,846
Change-53,846 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 49,180
Change-49,180 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 48,221
Change-48,221 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,105
Change-46,105 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 44,915
Change-44,915 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 44,273
Change-44,273 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 41,594
Change-41,594 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 41,137
Change-41,137 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 38,879
Change-38,879 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,985
Change-31,985 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 31,572
Change-31,572 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 27,984
Change-27,984 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 26,411
Change-26,411 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 24,303
Change-24,303 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 24,098
Change-24,098 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,952
Change-23,952 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 21,729
Change-21,729 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 21,133
Change-21,133 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 19,723
Change-19,723 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,703
Change-19,703 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,977
Change-18,977 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,820
Change-18,820 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,905
Change-17,905 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,921
Change-16,921 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,116
Change-16,116 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,503
Change-15,503 (-100%)
Value—
Invst, LLC
N/A
Shares— from 15,135
Change-15,135 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,959
Change-13,959 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 12,675
Change-12,675 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,129
Change-12,129 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,988
Change-11,988 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,951
Change-11,951 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,917
Change-11,917 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,744
Change-11,744 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 9,320
Change-9,320 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,784
Change-8,784 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,290
Change-7,290 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,946
Change-6,946 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,978
Change-5,978 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 945
Change-945 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 898
Change-898 (-100%)
Value—
EFG International AG
N/A
Shares— from 800
Change-800 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 469
Change-469 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 371
Change-371 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 315
Change-315 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 249
Change-249 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 200
Change-200 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 174
Change-174 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 125
Change-125 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 79
Change-79 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 73
Change-73 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Assetmark, Inc
DECREASED271,805786,480-514,675-65%$77.4M$27.8M-$49.6M2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED110,183115,873-5,690-5%$11.4M$11.3M-$147.7K2026-10-16
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED104,285104,28500%$10.3M$10.6M+$390.0K2026-10-15
Royal Fund Management, LLC
INCREASED101,99397,325+4,668+5%$9.6M$10.4M+$840.8K2026-10-22
Miller Howard Investments Inc
NEW86,136—+86,136——$8.8M—2026-10-26
Commonwealth Equity Services, LLC
INCREASED85,71183,187+2,524+3%$8.2M$8.8M+$568.9K2026-11-02
Mirae Asset Global Investments Co., Ltd.
UNCHANGED47,80047,80000%$4.7M$4.9M+$178.8K2026-11-03
Farther Finance Advisors, LLC
INCREASED40,36837,777+2,591+7%$3.7M$4.1M+$405.8K2026-10-08
Leo Wealth, LLC
NEW39,363—+39,363——$4.0M—2026-10-26
Citigroup Inc
DECREASED38,30238,556-254-1%$3.8M$3.9M+$118.3K2026-11-04
TD Waterhouse Canada Inc.
INCREASED32,70330,196+2,507+8%$3.0M$3.3M+$323.6K2026-10-16
Truist Financial Corp
INCREASED29,11526,685+2,430+9%$2.6M$3.0M+$348.0K2026-10-30
Creative Planning
DECREASED28,13628,669-533-2%$2.8M$2.9M+$52.9K2026-11-02
Meridian Investment Counsel Inc.
INCREASED23,64811,503+12,145+106%$1.1M$2.4M+$1.3M2026-10-14
Legacy Wealth Partners, LLC
INCREASED22,76121,367+1,394+7%$2.1M$2.3M+$222.3K2026-10-15
Kestra Advisory Services, LLC
INCREASED21,78021,766+14+0%$2.1M$2.2M+$82.9K2026-11-02
Equity Investment Corp
NEW20,556—+20,556——$2.1M—2026-11-04
Bank of New York Mellon Corp
INCREASED19,3743,962+15,412+389%$389.8K$2.0M+$1.6M2026-11-05
Marotta Asset Management
UNCHANGED18,89118,89100%$1.9M$1.9M+$65.6K2026-10-02
Cambiar Investors LLC
NEW17,842—+17,842——$1.8M—2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED17,34418,516-1,172-6%$1.8M$1.8M-$50.5K2026-10-13
City of London Investment Management Co LTD
NEW17,270—+17,270——$1.8M—2026-10-30
Clarity Wealth Advisors, LLC
DECREASED17,14119,029-1,888-10%$1.9M$1.8M-$121.6K2026-10-21
Atria Investments, Inc
DECREASED16,92916,991-620%$1.7M$1.7M+$57.2K2026-10-15
Vontobel Holding Ltd.
DECREASED16,70026,700-10,000-37%$2.6M$1.7M-$921.3K2026-10-16
White Lighthouse Investment Management Inc.
UNCHANGED16,12516,12500%$1.6M$1.6M+$60.3K2026-10-21
Anson Capital, Inc.
DECREASED16,10517,109-1,004-6%$1.7M$1.6M-$38.6K2026-10-23
Decision Investments, Inc
DECREASED13,46313,563-100-1%$1.3M$1.4M+$40.5K2026-10-07
D.A. Davidson & Co.
INCREASED12,93212,493+439+4%$1.2M$1.3M+$91.5K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED12,91313,328-415-3%$1.3M$1.3K-$1.3M2026-11-02
Jefferies Financial Group Inc.
NEW12,500—+12,500——$1.3M—2026-11-05
Whalen Wealth Management Inc.
NEW12,127—+12,127——$1.2M—2026-10-08
Park Avenue Securities LLC
DECREASED10,85812,237-1,379-11%$1.2M$1.1K-$1.2M2026-10-26
Concurrent Investment Advisors, LLC
NEW10,292—+10,292——$1.1M—2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED10,2354+10,231+255775%$405$1.0M+$1.0M2026-11-04
Partners Wealth Management, LLC
INCREASED9,9389,931+7+0%$977.0K$1.0M+$37.9K2026-10-28
Mondrian Investment Partners LTD
INCREASED9,83362+9,771+15760%$6.1K$1.0M+$1.0M2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED9,2789,125+153+2%$897.7K$947.5K+$49.7K2026-10-08
Maltin Wealth Management, Inc.
DECREASED9,1009,150-50-1%$900.2K$929.3K+$29.1K2026-10-13
Balefire, LLC
DECREASED8,86617,078-8,212-48%$1.7M$905.4K-$774.7K2026-10-09
Fifth Third Bancorp
INCREASED8,5944,798+3,796+79%$472.0K$877.6K+$405.6K2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED8,3008,30000%$816.6K$847.6K+$31.0K2026-10-27
Spire Wealth Management
DECREASED7,9318,004-73-1%$787.4K$809.9K+$22.5K2026-10-30
Elevation Point Wealth Partners, LLC
INCREASED7,6596,961+698+10%$684.9K$782.2K+$97.3K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED6,8115,271+1,540+29%$524.4K$695.5K+$171.1K2026-10-13
HB Wealth Management, LLC
INCREASED6,6566,601+55+1%$649.5K$679.7K+$30.2K2026-10-23
Elco Management Co., LLC
UNCHANGED6,6276,62700%$652.0K$676.7K+$24.8K2026-10-14
Algorithmic Investment Models, LLC
DECREASED6,26412,166-5,902-49%$1.2M$639.7K-$557.2K2026-11-04
Integrity Alliance, Llc.
INCREASED6,0982,906+3,192+110%$285.9K$622.7K+$336.8K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED6,0555,282+773+15%$519.6K$618.3K+$98.7K2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED5,7125,71200%$561.9K$583.3K+$21.4K2026-10-23
Davenport & Co LLC
INCREASED5,4185,390+28+1%$530.3K$553.3K+$23.0K2026-10-14
Sovran Advisors, LLC
UNCHANGED5,0005,00000%$514.3K$558.7K+$44.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED4,9384,495+443+10%$446.0K$502.6K+$56.6K2026-10-13
KCM Investment Advisors LLC
UNCHANGED4,7904,79000%$471.2K$489.2K+$17.9K2026-10-27
Everett Harris & Co
UNCHANGED4,6304,63000%$455.5K$472.8K+$17.3K2026-10-28
Wealth Management Partners, LLC
NEW4,571—+4,571——$466.8K—2026-10-21
Barry Investment Advisors, LLC
DECREASED4,5054,582-77-2%$450.7K$460.0K+$9.3K2026-10-14
Patriot Investment Management Group, Inc.
UNCHANGED4,3524,35200%$428.1K$444.4K+$16.3K2026-10-15
Tepp RIA, LLC
DECREASED4,2984,588-290-6%$451.4K$439.0K-$12.5K2026-10-14
Prospera Financial Services Inc
UNCHANGED3,8583,85800%$379.6K$434.7K+$55.1K2026-11-04
Good Harbor Advisors, Inc.
UNCHANGED3,8333,83300%$377.1K$391.5K+$14.3K2026-10-20
Fiduciary Alliance LLC
DECREASED3,5383,539-10%$348.1K$361.3K+$13.1K2026-10-13
Waystone Advisors LLC
DECREASED3,4883,557-69-2%$349.9K$343.2K-$6.8K2026-10-16
Cordatus Wealth Management LLC
UNCHANGED3,3383,33800%$328.4K$340.9K+$12.5K2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED3,3293,32900%$279.0K$309.0K+$30.0K2026-11-04
GFS Advisors, LLC
DECREASED3,2176,981-3,764-54%$329.9K$329.0K-$8682026-11-03
Lido Advisors, LLC
INCREASED3,1993,007+192+6%$295.8K$326.8K+$30.9K2026-11-04
MGO One Seven LLC
UNCHANGED3,0083,00800%$295.9K$307.2K+$11.3K2026-10-28
Y-Intercept (Hong Kong) Ltd
NEW2,997—+2,997——$306.1K—2026-10-16
Continuum Wealth Advisors, LLC
UNCHANGED2,9932,99300%$294.5K$305.6K+$11.2K2026-10-20
Interchange Capital Partners, LLC
DECREASED2,9062,983-77-3%$293.5K$296.7K+$3.3K2026-10-28
Strategic Blueprint, LLC
DECREASED2,8343,563-729-20%$350.5K$289.4K-$61.1K2026-10-22
Beacon Financial Advisory LLC
UNCHANGED2,8302,83000%$278.4K$289.0K+$10.6K2026-10-16
Brookstone Capital Management
INCREASED2,7892,256+533+24%$221.9K$284.8K+$62.8K2026-10-22
PKS Advisory Services, LLC
UNCHANGED2,7702,77000%$272.5K$272.5K$02026-10-26
Wealthstar Advisors, LLC
DECREASED2,7232,836-113-4%$279.0K$278.1K-$9322026-10-19
LVW Advisors, LLC
NEW2,722—+2,722——$278.0K—2026-10-19
Carnegie Investment Counsel
UNCHANGED2,5502,55000%$250.9K$260.4K+$9.5K2026-10-20
Laurel OAK Wealth Management, LLC
UNCHANGED2,5352,53500%$249.4K$258.9K+$9.5K2026-10-19
Courage Miller Partners, LLC
UNCHANGED2,5102,51000%$246.9K$256.3K+$9.4K2026-10-21
Viewpoint Investment Partners Corp
UNCHANGED2,5002,50000%$247.4K$255.1K+$7.6K2026-10-26
Tiller Private Wealth, Inc.
INCREASED2,4652,445+20+1%$240.5K$251.7K+$11.2K2026-10-26
SBI Securities Co., Ltd.
DECREASED2,2852,452-167-7%$241.2K$233.3K-$7.9K2026-10-22
4Wealth Advisors, Inc.
NEW2,140—+2,140——$221.8K—2026-10-13
Segment Wealth Management, LLC
UNCHANGED2,1302,13000%$209.5K$217.5K+$8.0K2026-10-26
Investmark Advisory Group LLC
DECREASED2,1252,126-10%$209.1K$217.1K+$8.0K2026-10-27
Courier Capital LLC
UNCHANGED2,0422,04200%$200.9K$208.5K+$7.6K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED2,0243,635-1,611-44%$357.6K$206.7K-$150.9K2026-10-30
Ehrlich Financial Group
NEW2,010—+2,010——$205.2K—2026-10-20
Gemmer Asset Management LLC
NEW2,000—+2,000——$204.2K—2026-10-16
Manchester Capital Management LLC
UNCHANGED2,0002,00000%$196.8K$204.2K+$7.5K2026-10-22
US Bancorp \de\
UNCHANGED1,8191,81900%$179.0K$185.8K+$6.8K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,6671,66700%$164.0K$170-$163.8K2026-11-02
IFP Advisors, Inc
INCREASED1,6581,575+83+5%$154.9K$169.3K+$14.4K2026-10-16
Union Bancaire Privee, UBP SA
DECREASED1,4352,188-753-34%$205.5K$145.9K-$59.6K2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED1,1631,16300%$114.4K$118.8K+$4.4K2026-10-23
Provenance Wealth Advisors, LLC
NEW1,117—+1,117——$114.1K—2026-10-30
Breakwater Investment Management
UNCHANGED1,0361,03600%$101.9K$105.8K+$3.9K2026-10-20
Blue Trust, Inc.
DECREASED1,0181,019-10%$100.2K$104.0K+$3.7K2026-10-15
Princeton Global Asset Management LLC
UNCHANGED87287200%$85.8K$89.1K+$3.3K2026-10-21
First Horizon Corp
UNCHANGED83083000%$81.7K$84.8K+$3.1K2026-10-26
Nfsg Corp
INCREASED723190+533+281%$18.7K$73.8K+$55.1K2026-10-15
Triumph Capital Management
INCREASED610604+6+1%$59.4K$62.3K+$2.9K2026-10-14
Jacobi Capital Management LLC
NEW596—+596——$60.9K—2026-11-05
Parkside Financial Bank & Trust
UNCHANGED57057000%$56.1K$58.2K+$2.1K2026-10-27
Heritage Family Offices, LLP
NEW533—+533——$54.4K—2026-11-02
Intesa Sanpaolo Wealth Management
UNCHANGED52052000%$51.2K$53.1K+$1.9K2026-10-28
Financial Consulate, Inc
UNCHANGED49549500%$48.7K$50.6K+$1.9K2026-10-23
Latitude Advisors, LLC
NEW440—+440——$44.9K—2026-10-27
Capital Investment Counsel, Inc
UNCHANGED43343300%$42.6K$44.2K+$1.6K2026-10-20
Country Trust Bank
UNCHANGED35035000%$34.4K$35.7K+$1.3K2026-10-30
Vermillion Wealth Management, Inc.
UNCHANGED34834800%$34.2K$35.5K+$1.3K2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED34134100%$33.5K$34.8K+$1.3K2026-10-20
Align Financial, LLC
UNCHANGED30130100%$29.6K$30.7K+$1.1K2026-10-16
Activest Wealth Management
NEW234—+234——$23.9K—2026-10-15
Parallel Advisors, LLC
UNCHANGED23023000%$22.6K$23.5K+$8612026-11-03
Entrust Financial LLC
UNCHANGED22022000%$21.6K$22.4K+$8212026-11-04
Grove Bank & Trust
UNCHANGED21221200%$20.9K$21.6K+$7922026-10-08
Private Trust Co NA
UNCHANGED20220200%$19.9K$20.6K+$7552026-10-20
North Star Investment Management Corp.
UNCHANGED18218200%$17.9K$18.6K+$6812026-10-27
Capital Investment Advisory Services, LLC
DECREASED180186-6-3%$18.3K$18.5K+$2342026-10-30
Downshift Financial, LLC
UNCHANGED17417400%$17.1K$17.8K+$6512026-10-13
Pittenger & Anderson Inc
NEW153—+153——$15.6K—2026-11-02
Y.D. More Investments Ltd
DECREASED140312-172-55%$30.7K$14.3K-$16.4K2026-11-02
Mather Group, Llc.
UNCHANGED13613600%$13.4K$13.9K+$5082026-10-14
AlphaCore Capital LLC
UNCHANGED13513500%$13.3K$13.8K+$5052026-11-04
CX Institutional
DECREASED120123-3-2%$12$12$02026-10-02
WestEnd Advisors, LLC
INCREASED11516+99+619%$1.6K$11.8K+$10.2K2026-10-27
CoreCap Advisors, LLC
UNCHANGED10510500%$10.3K$10.7K+$3932026-10-08
Lanark Financial, Inc.
DECREASED101156-55-35%$15.3K$10.3K-$5.0K2026-10-26
Cape Investment Advisory, Inc.
DECREASED96105-9-9%$10.3K$9.8K-$5262026-10-13
EverSource Wealth Advisors, LLC
NEW94—+94——$9.6K—2026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED949400%$9.2K$9.6K+$3522026-10-29
Montag A & Associates Inc
UNCHANGED898900%$8.7K$9.1K+$3322026-10-29
Root Financial Partners, LLC
NEW83—+83——$8.5K—2026-10-21
Nvest Wealth Strategies, Inc.
UNCHANGED808000%$7.9K$8.2K+$2992026-10-14
Central Trust Co
UNCHANGED626200%$6.1K$6.3K+$2322026-11-05
Quaker Wealth Management, LLC
UNCHANGED555500%$5.4K$5.6K+$2062026-10-22
Caldwell Trust Co
UNCHANGED505000%$4.9K$5.1K+$1872026-10-30
Trust Co of Toledo NA
UNCHANGED444400%$4.3K$4.5K+$1642026-10-16
Golden State Wealth Management, LLC
UNCHANGED444400%$4.4K$4.6K+$1672026-11-02
Balance Wealth Partners LLC
NEW32—+32——$3.3K—2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED323200%$3.1K$3.3K+$1202026-11-02
Armstrong Advisory Group, Inc
UNCHANGED303000%$3.0K$3.1K+$1122026-10-09
Murphy & Mullick Capital Management Corp
UNCHANGED232300%$2.3K$2.3K+$862026-11-02
PFS Partners, LLC
UNCHANGED202000%$1.9K$2.0K+$732026-10-21
Advanced Asset Management Advisors Inc
INCREASED1816+2+13%$1.6K$1.8K+$2642026-10-20
Signaturefd, LLC
UNCHANGED181800%$1.8K$1.8K+$672026-10-23
Elevated Capital Advisors, LLC
UNCHANGED121200%$1.2K$1.2K+$442026-11-04
Silver Grove Financial Group, Inc.
NEW10—+10——$1.0K—2026-11-05
DecisionPoint Financial, LLC
UNCHANGED6600%$592$606+$142026-10-27
Ascent Group, LLC
CLOSED04,468-4,468-100%$439.6K$0-$439.6K2026-10-30
Ignite Planners, LLC
CLOSED03,228-3,228-100%$317.6K$0-$317.6K2026-10-14
Fulcrum Wealth Advisors, LLC
CLOSED02,610-2,610-100%$256.8K$0-$256.8K2026-10-16
Slow Capital, Inc.
CLOSED02,076-2,076-100%$204.2K$0-$204.2K2026-10-23
Lynx Investment Advisory
CLOSED02,053-2,053-100%$202.0K$0-$202.0K2026-10-27
Salem Investment Counselors Inc
CLOSED01,400-1,400-100%$137.7K$0-$137.7K2026-10-13
LifeSteps Financial, Inc.
CLOSED0441-441-100%$43.4K$0-$43.4K2026-10-15
International Assets Investment Management, LLC
CLOSED0218-218-100%$21.5K$0-$21.5K2026-11-02
Gill Capital Partners, LLC
CLOSED0218-218-100%$21.5K$0-$21.5K2026-10-13
Halbert Hargrove Global Advisors, LLC
CLOSED0124-124-100%$12.2K$0-$12.2K2026-10-16
Creative Financial Designs Inc
CLOSED092-92-100%$9.1K$0-$9.1K2026-11-04
Founders Capital Management
CLOSED076-76-100%$7.5K$0-$7.5K2026-10-13
Rossby Financial, LCC
CLOSED060-60-100%$5.9K$0-$5.9K2026-11-05
Pflug Koory, LLC
CLOSED058-58-100%$5.7K$0-$5.7K2026-10-26
Evolution Wealth Management Inc.
CLOSED024-24-100%$2.4K$0-$2.4K2026-10-28
Eastern Bank
CLOSED09-9-100%$885$0-$8852026-10-05
BlackRock, Inc.
N/A—13,781,566-13,781,566-100%$1.4B———
Phoenix Financial Ltd.
N/A—2,684,000-2,684,000-100%$264.1M———
Fisher Asset Management, LLC
N/A—2,113,446-2,113,446-100%$207.9M———
Bank of America Corp
N/A—1,030,212-1,030,212-100%$101.4M———
Morgan Stanley
N/A—945,984-945,984-100%$93.1M———
FIL Ltd
N/A—776,264-776,264-100%$76.6M———
CI Investments Inc.
N/A—719,900-719,900-100%$70.8M———
JPMorgan Chase & Co
N/A—310,990-310,990-100%$30.9M———
UBS Group AG
N/A—308,296-308,296-100%$30.3M———
Wells Fargo & Company
N/A—231,651-231,651-100%$22.8M———
Royal Bank of Canada
N/A—217,217-217,217-100%$21.4M———
Jupiter Topco LLC
N/A—183,020-183,020-100%$18.0M———
Raymond James Financial Inc
N/A—183,017-183,017-100%$18.0M———
Bank of Montreal
N/A—166,548-166,548-100%$16.4M———
LPL Financial LLC
N/A—165,149-165,149-100%$16.2M———
Envestnet Asset Management Inc
N/A—148,494-148,494-100%$14.6M———
HighTower Advisors, LLC
N/A—138,873-138,873-100%$13.7M———
Jane Street Group, LLC
N/A—127,640-127,640-100%$12.6M———
Federation des caisses Desjardins du Quebec
N/A—125,906-125,906-100%$12.4M———
Banco Santander, S.A.
N/A—118,275-118,275-100%$11.6M———
SG Americas Securities, LLC
N/A—82,029-82,029-100%$8.1M———
Managed Asset Portfolios, LLC
N/A—78,965-78,965-100%$7.8M———
Pgim Custom Harvest LLC
N/A—60,434-60,434-100%$5.9M———
FCA Corp
N/A—53,846-53,846-100%$5.3M———
Cetera Investment Advisers
N/A—49,180-49,180-100%$4.8M———
Goldman Sachs Group Inc
N/A—48,221-48,221-100%$4.7M———
Osaic Holdings, Inc.
N/A—46,105-46,105-100%$4.5M———
BNP Paribas Financial Markets
N/A—44,915-44,915-100%$4.4M———
Banque Transatlantique SA
N/A—44,273-44,273-100%$4.4M———
United Capital Financial Advisors, LLC
N/A—41,594-41,594-100%$4.1M———
Scotia Capital Inc.
N/A—41,137-41,137-100%$4.0M———
Northwestern Mutual Wealth Management Co
N/A—38,879-38,879-100%$3.8M———
Janney Montgomery Scott LLC
N/A—31,985-31,985-100%$3.1M———
Franklin Resources Inc
N/A—31,572-31,572-100%$3.1M———
Rathbones Group PLC
N/A—27,984-27,984-100%$2.8M———
Viawealth, LLC
N/A—26,411-26,411-100%$2.6M———
Jones Financial Companies Lllp
N/A—24,303-24,303-100%$2.4M———
Equitable Holdings, Inc.
N/A—24,098-24,098-100%$2.4M———
Sanctuary Advisors, LLC
N/A—23,952-23,952-100%$2.4M———
Ameriprise Financial Inc
N/A—21,729-21,729-100%$2.1M———
Reyl & Cie S.A.
N/A—21,133-21,133-100%$2.0M———
Logan Stone Capital, LLC
N/A—19,723-19,723-100%$1.9M———
Harbour Investments, Inc.
N/A—19,703-19,703-100%$1.9M———
Flow Traders U.S. LLC
N/A—18,977-18,977-100%$1.9M———
Beacon Pointe Advisors, LLC
N/A—18,820-18,820-100%$1.9M———
Private Advisor Group, LLC
N/A—17,905-17,905-100%$1.8M———
Gladstone Institutional Advisory LLC
N/A—16,921-16,921-100%$1.7M———
FMR LLC
N/A—16,116-16,116-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—15,503-15,503-100%$1.5M———
Invst, LLC
N/A—15,135-15,135-100%$1.5M———
Captrust Financial Advisors
N/A—13,959-13,959-100%$1.4M———
Icici Prudential Asset Management Co Ltd
N/A—12,675-12,675-100%$1.3M———
Snowden Capital Advisors LLC
N/A—12,129-12,129-100%$1.2M———
Mercer Global Advisors Inc
N/A—11,988-11,988-100%$1.2M———
Qube Research & Technologies Ltd
N/A—11,951-11,951-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—11,917-11,917-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—11,781-11,781-100%$1.2M———
Sequoia Financial Advisors, LLC
N/A—11,744-11,744-100%$1.2M———
MAI Capital Management
N/A—11,003-11,003-100%$1.1M———
Stifel Financial Corp
N/A—10,236-10,236-100%$1.0M———
Clearstead Advisors, LLC
N/A—9,320-9,320-100%$916.9K———
PNC Financial Services Group, Inc.
N/A—8,784-8,784-100%$864.2K———
National Bank of Canada
N/A—8,465-8,465-100%$832.3K———
Cerity Partners LLC
N/A—7,954-7,954-100%$782.0K———
Pathstone Holdings, LLC
N/A—7,840-7,840-100%$771.3K———
Anchor Investment Management, LLC
N/A—7,486-7,486-100%$736.5K———
Kingsview Wealth Management, LLC
N/A—7,317-7,317-100%$719.8K———
CIBC World Market Inc.
N/A—7,290-7,290-100%$717.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—7,147-7,147-100%$703.0K———
Vestmark Advisory Solutions, Inc.
N/A—6,946-6,946-100%$683.4K———
Savvy Advisors, Inc.
N/A—6,815-6,815-100%$670.4K———
Fosun International Ltd
N/A—6,461-6,461-100%$635.6K———
MML Investors Services, LLC
N/A—6,276-6,276-100%$617.5K———
Mariner, LLC
N/A—6,116-6,116-100%$601.7K———
Advisory Services Network, LLC
N/A—5,978-5,978-100%$588.1K———
Collaborative Capital Advisors LLC
N/A—5,962-5,962-100%$586.5K———
Fortis Advisors, LLC
N/A—5,799-5,799-100%$570.5K———
AE Wealth Management LLC
N/A—5,774-5,774-100%$568.1K———
Integrated Wealth Concepts LLC
N/A—5,624-5,624-100%$553.3K———
Global Retirement Partners, LLC
N/A—5,283-5,283-100%$519.7K———
Nwam LLC
N/A—4,398-4,398-100%$432.7K———
EP Wealth Advisors, LLC
N/A—4,332-4,332-100%$426.2K———
East Coast Asset Management, Llc.
N/A—4,293-4,293-100%$422.4K———
Caprock Group, LLC
N/A—4,014-4,014-100%$394.9K———
Mmbg Investment Advisors Co.
N/A—3,900-3,900-100%$383.7K———
Bridgewater Advisors Inc.
N/A—3,748-3,748-100%$374.5K———
LM Advisors LLC
N/A—3,748-3,748-100%$370.0K———
AQR Capital Management LLC
N/A—3,721-3,721-100%$366.1K———
Patron Partners, LLC
N/A—3,719-3,719-100%$365.9K———
IHT Wealth Management, LLC
N/A—3,679-3,679-100%$361.9K———
Daybright Advisory Services, Inc.
N/A—3,408-3,408-100%$341.7K———
NewEdge Advisors, LLC
N/A—3,364-3,364-100%$331.0K———
Baird Financial Group, Inc.
N/A—3,278-3,278-100%$322.5K———
Bradley Foster & Sargent Inc
N/A—3,272-3,272-100%$321.9K———
Wharton Business Group, LLC
N/A—3,220-3,220-100%$316.8K———
First American Trust, FSB
N/A—3,212-3,212-100%$316.0K———
Glen Eagle Advisors, LLC
N/A—3,118-3,118-100%$306.7K———
Savant Capital, LLC
N/A—3,052-3,052-100%$303.3K———
Webster Bank, N. A.
N/A—2,975-2,975-100%$292.7K———
Western Wealth Management, LLC
N/A—2,942-2,942-100%$289.4K———
Cahill Financial Advisors Inc
N/A—2,922-2,922-100%$287.5K———
Waverly Advisors, LLC
N/A—2,877-2,877-100%$283.0K———
TriCert Investment Counsel Inc.
N/A—2,850-2,850-100%$280.4K———
Stonebridge Financial Planning Group, LLC
N/A—2,695-2,695-100%$265.1K———
Gotham Asset Management, LLC
N/A—2,580-2,580-100%$253.8K———
Blair William & Co
N/A—2,573-2,573-100%$253.1K———
Moneta Group Investment Advisors LLC
N/A—2,530-2,530-100%$248.9K———
Front Row Advisors LLC
N/A—2,443-2,443-100%$251.9K———
Insigneo Advisory Services, LLC
N/A—2,441-2,441-100%$240.1K———
Susquehanna International Group, LLP
N/A—2,421-2,421-100%$238.2K———
Intellectus Partners, LLC
N/A—2,400-2,400-100%$236.1K———
Valmark Advisers, Inc.
N/A—2,385-2,385-100%$234.6K———
Destination Wealth Management
N/A—2,360-2,360-100%$232.2K———
Moors & Cabot, Inc.
N/A—2,324-2,324-100%$228.7K———
Readystate Asset Management LP
N/A—2,298-2,298-100%$226.1K———
Chevy Chase Trust Holdings, LLC
N/A—2,267-2,267-100%$223.0K———
LaSalle St. Investment Advisors, LLC
N/A—2,250-2,250-100%$221.3K———
Nuveen, LLC
N/A—2,248-2,248-100%$221.2K———
Money Concepts Capital Corp
N/A—2,219-2,219-100%$218.3K———
Northern Trust Corp
N/A—2,218-2,218-100%$218.2K———
Ausdal Financial Partners, Inc.
N/A—2,181-2,181-100%$214.6K———
Vista Capital Partners, Inc.
N/A—2,153-2,153-100%$211.8K———
Harding Loevner LP
N/A—2,150-2,150-100%$215.5K———
O'shaughnessy Asset Management, LLC
N/A—2,109-2,109-100%$207.5K———
Bessemer Group Inc
N/A—2,106-2,106-100%$203.0K———
HRT Financial LP
N/A—2,072-2,072-100%$203.0K———
Allworth Financial LP
N/A—1,674-1,674-100%$164.7K———
Arax Advisory Partners
N/A—1,314-1,314-100%$129.3K———
IMA Advisory Services, Inc.
N/A—1,126-1,126-100%$110.8K———
Sankala Group LLC
N/A—1,123-1,123-100%$116.9K———
Huntington National Bank
N/A—1,088-1,088-100%$107.0K———
Titan Wealth (CI) Ltd
N/A—945-945-100%$93.0K———
Banque Cantonale Vaudoise
N/A—898-898-100%$88.0K———
EFG International AG
N/A—800-800-100%$78.7K———
Aptus Capital Advisors, LLC
N/A—732-732-100%$72.0K———
Dunhill Financial, LLC
N/A—729-729-100%$71.8K———
Sittner & Nelson, LLC
N/A—690-690-100%$67.9K———
Hantz Financial Services, Inc.
N/A—604-604-100%$59.0K———
Atlantic Union Bankshares Corp
N/A—469-469-100%$46.1K———
Paladin Advisory Group, LLC
N/A—420-420-100%$41.3K———
BFC Planning, Inc.
N/A—371-371-100%$36.5K———
UBS Asset Management Americas LLC
N/A—350-350-100%$34.4K———
Hollencrest Capital Management
N/A—315-315-100%$31.0K———
IFG Advisory, LLC
N/A—292-292-100%$28.8K———
Bogart Wealth, LLC
N/A—252-252-100%$24.8K———
LOM Asset Management Ltd
N/A—249-249-100%$24.5K———
Darwin Wealth Management, LLC
N/A—244-244-100%$24.0K———
Financial Gravity Companies, Inc.
N/A—230-230-100%$22.6K———
Strategic Wealth Partners, Ltd.
N/A—200-200-100%$19.7K———
ST Germain D J Co Inc
N/A—174-174-100%$17.1K———
Keating Financial Advisory Services, Inc.
N/A—150-150-100%$14.8K———
Lowe Brockenbrough & Co Inc
N/A—125-125-100%$12.3K———
Atomic Invest LLC
N/A—106-106-100%$10.5K———
Smartleaf Asset Management LLC
N/A—100-100-100%$10.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—91-91-100%$9.0K———
Heritage Wealth Advisors
N/A—79-79-100%$7.8K———
Fiduciary Financial Advisors
N/A—73-73-100%$7.2K———
HHM Wealth Advisors, LLC
N/A—61-61-100%$6.0K———
Geneos Wealth Management Inc.
N/A—60-60-100%$5.9K———
Aristotle Capital Management, LLC
N/A—48-48-100%$4.8K———
Continuum Advisory, LLC
N/A—30-30-100%$3.0K———
Strive Financial Group,LLC
N/A—12-12-100%$1.2K———
Frazier Financial Advisors, LLC
N/A—11-11-100%$1.1K———
Graney & King, LLC
N/A—10-10-100%$999———
Showing 332 of 332 institutions