Ishares US Dgtl Infra & R/E (IDGT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Aprio Wealth Management, LLC

INCREASED

Shares229,292 from 218,032

Change+11,260 (+5%)

Value$25.8M (-$327.8K)

Filed 2026-10-28

Prospera Financial Services Inc

INCREASED

Shares114,570 from 104,530

Change+10,040 (+10%)

Value$12.4M (-$93.6K)

Filed 2026-11-04

MinichMacGregor Wealth Management, LLC

INCREASED

Shares112,856 from 109,398

Change+3,458 (+3%)

Value$12.7M (-$410.9K)

Filed 2026-10-14

Well Done, LLC

INCREASED

Shares74,912 from 73,077

Change+1,835 (+3%)

Value$8.4M (-$327.9K)

Filed 2026-10-20

Thrivent Financial for Lutherans

INCREASED

Shares58,388 from 51,877

Change+6,511 (+13%)

Value$6.6M (+$353.0K)

Filed 2026-11-05

Monument Capital Management

NEW

Shares50,075

Change+50,075

Value$5.6M

Filed 2026-10-09

Cadent Capital Advisors, LLC

DECREASED

Shares35,213 from 48,313

Change-13,100 (-27%)

Value$4.0M (-$1.8M)

Filed 2026-10-09

VestGen Advisors, LLC

INCREASED

Shares33,172 from 29,564

Change+3,608 (+12%)

Value$3.7M (+$189.5K)

Filed 2026-10-27

Apollon Wealth Management, LLC

INCREASED

Shares18,282 from 17,592

Change+690 (+4%)

Value$2.1M (-$51.0K)

Filed 2026-10-23

Outlook Wealth Advisors, LLC

NEW

Shares14,364

Change+14,364

Value$1.6M

Filed 2026-10-28

Atria Investments, Inc

INCREASED

Shares13,149 from 11,234

Change+1,915 (+17%)

Value$1.5M (+$133.2K)

Filed 2026-10-15

Krilogy Financial LLC

INCREASED

Shares12,549 from 11,805

Change+744 (+6%)

Value$1.5M (+$60.6K)

Filed 2026-10-13

Haven Private, LLC

INCREASED

Shares11,314 from 6,513

Change+4,801 (+74%)

Value$1.3M (+$492.2K)

Filed 2026-10-27

High Point Wealth Management, LLC

INCREASED

Shares9,100 from 8,910

Change+190 (+2%)

Value$1.0M (-$43.8K)

Filed 2026-11-05

Davenport & Co LLC

UNCHANGED

Shares7,270 from 7,270

Change0 (0%)

Value$817.4K (-$53.1K)

Filed 2026-10-14

Harmony Asset Management LLC

DECREASED

Shares6,858 from 9,629

Change-2,771 (-29%)

Value$771.0K (-$381.9K)

Filed 2026-10-20

Truist Financial Corp

INCREASED

Shares6,347 from 5,223

Change+1,124 (+22%)

Value$713.6K (+$88.2K)

Filed 2026-10-30

Oppenheimer & Co Inc

NEW

Shares5,426

Change+5,426

Value$610.0K

Filed 2026-10-26

Bank of New York Mellon Corp

INCREASED

Shares4,159 from 3,238

Change+921 (+28%)

Value$467.6K (+$79.8K)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares3,728 from 2,006

Change+1,722 (+86%)

Value$419.1K (+$178.9K)

Filed 2026-11-04

DecisionMap Wealth Management, LLC

INCREASED

Shares3,310 from 2,437

Change+873 (+36%)

Value$372.2K (+$80.3K)

Filed 2026-10-29

Financial Partners Group, Inc

DECREASED

Shares3,290 from 3,340

Change-50 (-1%)

Value$369.9K (-$30.0K)

Filed 2026-10-19

Hennion & Walsh Asset Management, Inc.

NEW

Shares3,232

Change+3,232

Value$363.4K

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares3,218 from 3,284

Change-66 (-2%)

Value$362 (-$392.6K)

Filed 2026-11-02

Joseph P. Lucia & Associates, LLC

NEW

Shares3,073

Change+3,073

Value$345.5K

Filed 2026-10-30

Creative Planning

INCREASED

Shares2,995 from 1,846

Change+1,149 (+62%)

Value$336.7K (+$115.7K)

Filed 2026-11-02

TD Waterhouse Canada Inc.

UNCHANGED

Shares2,767 from 2,767

Change0 (0%)

Value$314.3K (-$10.5K)

Filed 2026-10-16

Parallel Advisors, LLC

INCREASED

Shares2,399 from 1,800

Change+599 (+33%)

Value$269.7K (+$54.2K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares2,366 from 2,489

Change-123 (-5%)

Value$266.0K (-$32.0K)

Filed 2026-11-02

Unique Wealth, LLC

NEW

Shares2,283

Change+2,283

Value$256.7K

Filed 2026-10-16

Manchester Capital Management LLC

UNCHANGED

Shares2,250 from 2,250

Change0 (0%)

Value$253.0K (-$16.4K)

Filed 2026-10-22

Belvedere Trading LLC

DECREASED

Shares2,061 from 3,507

Change-1,446 (-41%)

Value$231.7K (-$188.2K)

Filed 2026-11-05

Flagship Harbor Advisors, LLC

INCREASED

Shares2,018 from 1,890

Change+128 (+7%)

Value$226.9K (+$561)

Filed 2026-10-26

Fifth Third Bancorp

INCREASED

Shares1,533 from 1,242

Change+291 (+23%)

Value$172.4K (+$23.6K)

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares640 from 640

Change0 (0%)

Value$72.0K (-$4.7K)

Filed 2026-10-30

LFA - Lugano Financial Advisors SA

INCREASED

Shares522 from 80

Change+442 (+553%)

Value$58.7K (+$49.1K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares480 from 185

Change+295 (+159%)

Value$54.0K (+$31.8K)

Filed 2026-10-08

Go Invest LLC

INCREASED

Shares335 from 334

Change+1 (+0%)

Value$37.6K (-$2.4K)

Filed 2026-10-09

Provenance Wealth Advisors, LLC

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$18.9K (-$1.2K)

Filed 2026-10-30

City Holding Co

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$14.1K (-$914)

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$5.2K (-$336)

Filed 2026-10-20

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1.2K (-$81)

Filed 2026-10-15

Archer Investment Corp

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$955 (-$60)

Filed 2026-11-05

Wagner Wealth Management, Corp

CLOSED

Shares0 from 16,277

Change-16,277 (-100%)

Value$0 (-$1.9M)

Filed 2026-10-20

Nikulski Financial, Inc.

CLOSED

Shares0 from 6,836

Change-6,836 (-100%)

Value$0 (-$818.5K)

Filed 2026-11-06

Howard Capital Management Group, LLC

CLOSED

Shares0 from 1,753

Change-1,753 (-100%)

Value$0 (-$209.9K)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 673

Change-673 (-100%)

Value$0 (-$79.0K)

Filed 2026-11-02

Virginia Estate & Retirement Planning Advisors Inc.

CLOSED

Shares0 from 475

Change-475 (-100%)

Value$0 (-$36.6K)

Filed 2026-10-14

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-30

Signaturefd, LLC

UNCHANGED

Shares0 from 0

Change0

Value$44 (-$3)

Filed 2026-10-23

Bank of America Corp

N/A

Shares— from 470,458

Change-470,458 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 396,601

Change-396,601 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 112,530

Change-112,530 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 103,636

Change-103,636 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 100,526

Change-100,526 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 91,506

Change-91,506 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 91,208

Change-91,208 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 85,633

Change-85,633 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 72,847

Change-72,847 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 63,604

Change-63,604 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 52,140

Change-52,140 (-100%)

Value—

UBS Group AG

N/A

Shares— from 43,847

Change-43,847 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 40,271

Change-40,271 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 38,945

Change-38,945 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 36,904

Change-36,904 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 31,990

Change-31,990 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 27,204

Change-27,204 (-100%)

Value—

Wallace Hart LLC

N/A

Shares— from 27,107

Change-27,107 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 22,649

Change-22,649 (-100%)

Value—

Tudor Financial Inc.

N/A

Shares— from 21,929

Change-21,929 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 19,581

Change-19,581 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 19,022

Change-19,022 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 16,942

Change-16,942 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16,439

Change-16,439 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 15,734

Change-15,734 (-100%)

Value—

LEE Johnson Capital Management, LLC

N/A

Shares— from 12,864

Change-12,864 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 10,559

Change-10,559 (-100%)

Value—

Muirfield Wealth Advisors LLC

N/A

Shares— from 8,540

Change-8,540 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 8,308

Change-8,308 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 7,123

Change-7,123 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 5,460

Change-5,460 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,857

Change-4,857 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 4,765

Change-4,765 (-100%)

Value—

Kesler, Norman & Wride, LLC

N/A

Shares— from 4,127

Change-4,127 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,009

Change-3,009 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 3,008

Change-3,008 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 2,295

Change-2,295 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,162

Change-2,162 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 1,948

Change-1,948 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,225

Change-1,225 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,126

Change-1,126 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 700

Change-700 (-100%)

Value—

FMR LLC

N/A

Shares— from 636

Change-636 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 485

Change-485 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 272

Change-272 (-100%)

Value—

Estabrook Capital Management

N/A

Shares— from 265

Change-265 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 240

Change-240 (-100%)

Value—

Burnham & Co LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 178

Change-178 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 138

Change-138 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 116

Change-116 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 115

Change-115 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 111

Change-111 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 29

Change-29 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Aprio Wealth Management, LLC	INCREASED	229,292	218,032	+11,260	+5%	$26.1M	$25.8M	-$327.8K	2026-10-28
Prospera Financial Services Inc	INCREASED	114,570	104,530	+10,040	+10%	$12.5M	$12.4M	-$93.6K	2026-11-04
MinichMacGregor Wealth Management, LLC	INCREASED	112,856	109,398	+3,458	+3%	$13.1M	$12.7M	-$410.9K	2026-10-14
Well Done, LLC	INCREASED	74,912	73,077	+1,835	+3%	$8.8M	$8.4M	-$327.9K	2026-10-20
Thrivent Financial for Lutherans	INCREASED	58,388	51,877	+6,511	+13%	$6.2M	$6.6M	+$353.0K	2026-11-05
Monument Capital Management	NEW	50,075	—	+50,075	—	—	$5.6M	—	2026-10-09
Cadent Capital Advisors, LLC	DECREASED	35,213	48,313	-13,100	-27%	$5.8M	$4.0M	-$1.8M	2026-10-09
VestGen Advisors, LLC	INCREASED	33,172	29,564	+3,608	+12%	$3.5M	$3.7M	+$189.5K	2026-10-27
Apollon Wealth Management, LLC	INCREASED	18,282	17,592	+690	+4%	$2.1M	$2.1M	-$51.0K	2026-10-23
Outlook Wealth Advisors, LLC	NEW	14,364	—	+14,364	—	—	$1.6M	—	2026-10-28
Atria Investments, Inc	INCREASED	13,149	11,234	+1,915	+17%	$1.3M	$1.5M	+$133.2K	2026-10-15
Krilogy Financial LLC	INCREASED	12,549	11,805	+744	+6%	$1.4M	$1.5M	+$60.6K	2026-10-13
Haven Private, LLC	INCREASED	11,314	6,513	+4,801	+74%	$779.9K	$1.3M	+$492.2K	2026-10-27
High Point Wealth Management, LLC	INCREASED	9,100	8,910	+190	+2%	$1.1M	$1.0M	-$43.8K	2026-11-05
Davenport & Co LLC	UNCHANGED	7,270	7,270	0	0%	$870.5K	$817.4K	-$53.1K	2026-10-14
Harmony Asset Management LLC	DECREASED	6,858	9,629	-2,771	-29%	$1.2M	$771.0K	-$381.9K	2026-10-20
Truist Financial Corp	INCREASED	6,347	5,223	+1,124	+22%	$625.4K	$713.6K	+$88.2K	2026-10-30
Oppenheimer & Co Inc	NEW	5,426	—	+5,426	—	—	$610.0K	—	2026-10-26
Bank of New York Mellon Corp	INCREASED	4,159	3,238	+921	+28%	$387.8K	$467.6K	+$79.8K	2026-11-05
Citigroup Inc	INCREASED	3,728	2,006	+1,722	+86%	$240.2K	$419.1K	+$178.9K	2026-11-04
DecisionMap Wealth Management, LLC	INCREASED	3,310	2,437	+873	+36%	$291.8K	$372.2K	+$80.3K	2026-10-29
Financial Partners Group, Inc	DECREASED	3,290	3,340	-50	-1%	$399.9K	$369.9K	-$30.0K	2026-10-19
Hennion & Walsh Asset Management, Inc.	NEW	3,232	—	+3,232	—	—	$363.4K	—	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	3,218	3,284	-66	-2%	$393.0K	$362	-$392.6K	2026-11-02
Joseph P. Lucia & Associates, LLC	NEW	3,073	—	+3,073	—	—	$345.5K	—	2026-10-30
Creative Planning	INCREASED	2,995	1,846	+1,149	+62%	$221.0K	$336.7K	+$115.7K	2026-11-02
TD Waterhouse Canada Inc.	UNCHANGED	2,767	2,767	0	0%	$324.7K	$314.3K	-$10.5K	2026-10-16
Parallel Advisors, LLC	INCREASED	2,399	1,800	+599	+33%	$215.5K	$269.7K	+$54.2K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	2,366	2,489	-123	-5%	$298.0K	$266.0K	-$32.0K	2026-11-02
Unique Wealth, LLC	NEW	2,283	—	+2,283	—	—	$256.7K	—	2026-10-16
Manchester Capital Management LLC	UNCHANGED	2,250	2,250	0	0%	$269.4K	$253.0K	-$16.4K	2026-10-22
Belvedere Trading LLC	DECREASED	2,061	3,507	-1,446	-41%	$419.9K	$231.7K	-$188.2K	2026-11-05
Flagship Harbor Advisors, LLC	INCREASED	2,018	1,890	+128	+7%	$226.3K	$226.9K	+$561	2026-10-26
Fifth Third Bancorp	INCREASED	1,533	1,242	+291	+23%	$148.7K	$172.4K	+$23.6K	2026-11-05
Spire Wealth Management	UNCHANGED	640	640	0	0%	$76.6K	$72.0K	-$4.7K	2026-10-30
LFA - Lugano Financial Advisors SA	INCREASED	522	80	+442	+553%	$9.6K	$58.7K	+$49.1K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	480	185	+295	+159%	$22.2K	$54.0K	+$31.8K	2026-10-08
Go Invest LLC	INCREASED	335	334	+1	+0%	$40.0K	$37.6K	-$2.4K	2026-10-09
Provenance Wealth Advisors, LLC	UNCHANGED	168	168	0	0%	$20.1K	$18.9K	-$1.2K	2026-10-30
City Holding Co	UNCHANGED	125	125	0	0%	$15.0K	$14.1K	-$914	2026-10-19
Private Trust Co NA	UNCHANGED	46	46	0	0%	$5.5K	$5.2K	-$336	2026-10-20
Cherry Tree Wealth Management, LLC	UNCHANGED	11	11	0	0%	$1.3K	$1.2K	-$81	2026-10-15
Archer Investment Corp	UNCHANGED	8	8	0	0%	$1.0K	$955	-$60	2026-11-05
Wagner Wealth Management, Corp	CLOSED	0	16,277	-16,277	-100%	$1.9M	$0	-$1.9M	2026-10-20
Nikulski Financial, Inc.	CLOSED	0	6,836	-6,836	-100%	$818.5K	$0	-$818.5K	2026-11-06
Howard Capital Management Group, LLC	CLOSED	0	1,753	-1,753	-100%	$209.9K	$0	-$209.9K	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	673	-673	-100%	$79.0K	$0	-$79.0K	2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.	CLOSED	0	475	-475	-100%	$36.6K	$0	-$36.6K	2026-10-14
Capital Investment Advisory Services, LLC	CLOSED	0	12	-12	-100%	$1.4K	$0	-$1.4K	2026-10-30
Signaturefd, LLC	UNCHANGED	0	0	0	—	$47	$44	-$3	2026-10-23
Bank of America Corp	N/A	—	470,458	-470,458	-100%	$56.3M	—	—	—
MML Investors Services, LLC	N/A	—	396,601	-396,601	-100%	$47.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	112,530	-112,530	-100%	$13.5M	—	—	—
Advisory Services Network, LLC	N/A	—	103,636	-103,636	-100%	$12.4M	—	—	—
LPL Financial LLC	N/A	—	100,526	-100,526	-100%	$12.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	91,506	-91,506	-100%	$11.0M	—	—	—
Royal Bank of Canada	N/A	—	91,208	-91,208	-100%	$10.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	85,633	-85,633	-100%	$10.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	72,847	-72,847	-100%	$8.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	63,604	-63,604	-100%	$7.6M	—	—	—
Raymond James Financial Inc	N/A	—	52,140	-52,140	-100%	$6.2M	—	—	—
UBS Group AG	N/A	—	43,847	-43,847	-100%	$5.3M	—	—	—
Stifel Financial Corp	N/A	—	40,271	-40,271	-100%	$4.8M	—	—	—
Cetera Investment Advisers	N/A	—	38,945	-38,945	-100%	$4.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	36,904	-36,904	-100%	$4.4M	—	—	—
Jane Street Group, LLC	N/A	—	31,990	-31,990	-100%	$3.8M	—	—	—
Citadel Advisors LLC	N/A	—	27,204	-27,204	-100%	$3.3M	—	—	—
Wallace Hart LLC	N/A	—	27,107	-27,107	-100%	$3.2M	—	—	—
Waverly Advisors, LLC	N/A	—	22,649	-22,649	-100%	$2.7M	—	—	—
Tudor Financial Inc.	N/A	—	21,929	-21,929	-100%	$2.6M	—	—	—
Arax Advisory Partners	N/A	—	19,581	-19,581	-100%	$2.3M	—	—	—
Morgan Stanley	N/A	—	19,022	-19,022	-100%	$2.3M	—	—	—
Virtu Financial LLC	N/A	—	16,942	-16,942	-100%	$2.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	16,439	-16,439	-100%	$2.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	15,734	-15,734	-100%	$1.9M	—	—	—
LEE Johnson Capital Management, LLC	N/A	—	12,864	-12,864	-100%	$1.5M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	10,559	-10,559	-100%	$1.3M	—	—	—
Muirfield Wealth Advisors LLC	N/A	—	8,540	-8,540	-100%	$1.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	8,308	-8,308	-100%	$994.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	7,123	-7,123	-100%	$852.9K	—	—	—
KKM Financial LLC	N/A	—	5,460	-5,460	-100%	$653.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,857	-4,857	-100%	$582.0K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	4,765	-4,765	-100%	$570.6K	—	—	—
Kesler, Norman & Wride, LLC	N/A	—	4,127	-4,127	-100%	$494.2K	—	—	—
Captrust Financial Advisors	N/A	—	3,009	-3,009	-100%	$360.3K	—	—	—
Wealthspire Advisors, LLC	N/A	—	3,008	-3,008	-100%	$360.2K	—	—	—
Regal Investment Advisors LLC	N/A	—	2,295	-2,295	-100%	$274.8K	—	—	—
Wells Fargo & Company	N/A	—	2,162	-2,162	-100%	$258.9K	—	—	—
Western Wealth Management, LLC	N/A	—	1,948	-1,948	-100%	$233.3K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,225	-1,225	-100%	$146.7K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,126	-1,126	-100%	$134.8K	—	—	—
Allworth Financial LP	N/A	—	700	-700	-100%	$83.8K	—	—	—
FMR LLC	N/A	—	636	-636	-100%	$76.2K	—	—	—
Ameriflex Group, Inc.	N/A	—	485	-485	-100%	$58.1K	—	—	—
Continuum Advisory, LLC	N/A	—	272	-272	-100%	$32.6K	—	—	—
Estabrook Capital Management	N/A	—	265	-265	-100%	$31.7K	—	—	—
Tidemark, LLC	N/A	—	240	-240	-100%	$28.7K	—	—	—
Burnham & Co LLC	N/A	—	200	-200	-100%	$23.9K	—	—	—
Regatta Research & Money Management	N/A	—	178	-178	-100%	$21.3K	—	—	—
Capital Analysts, LLC	N/A	—	138	-138	-100%	$17	—	—	—
PNC Financial Services Group, Inc.	N/A	—	116	-116	-100%	$13.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	115	-115	-100%	$13.8K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	111	-111	-100%	$13.3K	—	—	—
Russell Investments Group, Ltd.	N/A	—	29	-29	-100%	$3.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2	-2	-100%	$239	—	—	—
Harbour Investments, Inc.	N/A	—	2	-2	-100%	$248	—	—	—

Showing 106 of 106 institutions