Ishares -3 Year Internationa (ISHG)

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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Inlight Wealth Management, LLC

INCREASED

Shares399,260 from 346,131

Change+53,129 (+15%)

Value$29.6M (+$3.9M)

Filed 2026-10-21

Compass Financial Management LLC

NEW

Shares140,740

Change+140,740

Value$10.4M

Filed 2026-10-30

Evergreen Capital Management LLC

INCREASED

Shares70,773 from 18,774

Change+51,999 (+277%)

Value$5.2M (+$3.8M)

Filed 2026-10-23

Outlook Wealth Advisors, LLC

INCREASED

Shares58,047 from 56,096

Change+1,951 (+3%)

Value$4.3M (+$134.3K)

Filed 2026-10-28

New Capital Management LP

INCREASED

Shares51,419 from 50,810

Change+609 (+1%)

Value$3.8M (+$35.8K)

Filed 2026-10-29

Alterna Wealth Management, Inc

INCREASED

Shares40,656 from 34,672

Change+5,984 (+17%)

Value$3.0M (+$436.9K)

Filed 2026-10-27

Fonville Wealth Management LLC

DECREASED

Shares40,211 from 40,955

Change-744 (-2%)

Value$3.0M (-$62.6K)

Filed 2026-10-28

Leuthold Group, LLC

DECREASED

Shares30,689 from 31,002

Change-313 (-1%)

Value$2.3M (-$28.8K)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares24,578 from 16,476

Change+8,102 (+49%)

Value$1.8M (+$597.1K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

DECREASED

Shares23,430 from 32,618

Change-9,188 (-28%)

Value$1.7M (-$686.4K)

Filed 2026-11-02

Middleton & Co Inc

DECREASED

Shares23,308 from 26,808

Change-3,500 (-13%)

Value$1.7M (-$264.1K)

Filed 2026-10-23

Financial Harvest, LLC

DECREASED

Shares16,631 from 16,759

Change-128 (-1%)

Value$1.2M (-$12.5K)

Filed 2026-10-15

BIP Wealth, LLC

UNCHANGED

Shares13,660 from 13,660

Change0 (0%)

Value$1.0M (-$2.5K)

Filed 2026-10-22

West Paces Advisors Inc.

INCREASED

Shares12,136 from 11,554

Change+582 (+5%)

Value$898.8K (+$41.0K)

Filed 2026-10-13

Crossmark Global Holdings, Inc.

DECREASED

Shares10,335 from 10,390

Change-55 (-1%)

Value$765.3K (-$6.0K)

Filed 2026-10-21

3 Factor Indexing, LLC

UNCHANGED

Shares10,104 from 10,104

Change0 (0%)

Value$748.3K (-$1.8K)

Filed 2026-10-15

Everett Harris & Co

UNCHANGED

Shares9,920 from 9,920

Change0 (0%)

Value$734.7K (-$1.8K)

Filed 2026-10-28

Creative Planning

DECREASED

Shares9,676 from 11,821

Change-2,145 (-18%)

Value$716.6K (-$161.0K)

Filed 2026-11-02

Evanson Financial, LLC

UNCHANGED

Shares9,537 from 9,537

Change0 (0%)

Value$706.4K (-$1.7K)

Filed 2026-10-23

Vise Technologies, Inc.

DECREASED

Shares8,928 from 12,210

Change-3,282 (-27%)

Value$661.2K (-$245.3K)

Filed 2026-10-29

One Plus One Wealth Management, LLC

NEW

Shares8,369

Change+8,369

Value$619.8K

Filed 2026-10-16

Old Peak Finance LLC

UNCHANGED

Shares7,826 from 7,826

Change0 (0%)

Value$579.6K (-$1.4K)

Filed 2026-11-02

SwitchPoint Financial Planning, LLC

UNCHANGED

Shares7,791 from 7,791

Change0 (0%)

Value$577.0K (-$1.4K)

Filed 2026-11-02

Bell Investment Advisors, Inc

NEW

Shares7,347

Change+7,347

Value$544.1K

Filed 2026-10-29

Signal Advisors Wealth, LLC

NEW

Shares6,607

Change+6,607

Value$489.3K

Filed 2026-10-13

Members Wealth LLC

INCREASED

Shares5,167 from 4,799

Change+368 (+8%)

Value$380.9K (+$24.7K)

Filed 2026-10-20

Beacon Financial Strategies Corp

UNCHANGED

Shares4,820 from 4,820

Change0 (0%)

Value$357.0K (-$879)

Filed 2026-10-14

Fifth Third Bancorp

DECREASED

Shares4,056 from 4,349

Change-293 (-7%)

Value$300.4K (-$22.5K)

Filed 2026-11-05

Pathway Financial Advisors LLC

INCREASED

Shares3,735 from 3,601

Change+134 (+4%)

Value$276.6K (+$8.7K)

Filed 2026-10-07

Greenspring Advisors, LLC

UNCHANGED

Shares3,339 from 3,339

Change0 (0%)

Value$247.3K (-$609)

Filed 2026-11-05

Wedbush Securities Inc

INCREASED

Shares3,323 from 3,205

Change+118 (+4%)

Value$246 (-$237.8K)

Filed 2026-10-22

Oppenheimer & Co Inc

DECREASED

Shares3,299 from 3,316

Change-17 (-1%)

Value$244.3K (-$1.9K)

Filed 2026-10-26

Walkner Condon Financial Advisors LLC

NEW

Shares2,960

Change+2,960

Value$219.2K

Filed 2026-11-02

BancFirst Trust & Investment Management

UNCHANGED

Shares2,801 from 2,801

Change0 (0%)

Value$207.2K (-$757)

Filed 2026-10-30

Creative Financial Designs Inc

INCREASED

Shares1,424 from 1,331

Change+93 (+7%)

Value$105.5K (+$6.6K)

Filed 2026-11-04

TFC Financial Management, Inc.

UNCHANGED

Shares727 from 727

Change0 (0%)

Value$53.8K (-$133)

Filed 2026-10-26

TD Private Client Wealth LLC

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$48.1K (-$118)

Filed 2026-10-28

US Bancorp \de\

NEW

Shares257

Change+257

Value$19.0K

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$16.3K (-$40)

Filed 2026-10-20

Golden State Wealth Management, LLC

UNCHANGED

Shares96 from 96

Change0 (0%)

Value$7.1K (-$18)

Filed 2026-11-02

Spire Wealth Management

UNCHANGED

Shares73 from 73

Change0 (0%)

Value$5.4K (-$13)

Filed 2026-10-30

Kingdom Financial Group Llc.

NEW

Shares16

Change+16

Value$1.2K

Filed 2026-11-04

Alpine Bank Wealth Management

CLOSED

Shares0 from 436,406

Change-436,406 (-100%)

Value$0 (-$32.4M)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 7,365

Change-7,365 (-100%)

Value$0 (-$547.0K)

Filed 2026-11-02

Keybank National Association

CLOSED

Shares0 from 3,724

Change-3,724 (-100%)

Value$0 (-$276.5K)

Filed 2026-11-04

Sowell Financial Services LLC

CLOSED

Shares0 from 2,759

Change-2,759 (-100%)

Value$0 (-$204.8K)

Filed 2026-10-23

Rock Creek Group LLC

N/A

Shares— from 1,114,285

Change-1,114,285 (-100%)

Value—

RiverFront Investment Group, LLC

N/A

Shares— from 761,074

Change-761,074 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 754,539

Change-754,539 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 722,409

Change-722,409 (-100%)

Value—

Turim 21 Investimentos Ltda.

N/A

Shares— from 476,912

Change-476,912 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 344,621

Change-344,621 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 295,388

Change-295,388 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 265,634

Change-265,634 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 254,554

Change-254,554 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 235,520

Change-235,520 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 227,206

Change-227,206 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 181,581

Change-181,581 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 171,289

Change-171,289 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 155,722

Change-155,722 (-100%)

Value—

Plum Street Advisors, LLC

N/A

Shares— from 104,941

Change-104,941 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 100,175

Change-100,175 (-100%)

Value—

UBS Group AG

N/A

Shares— from 95,828

Change-95,828 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 88,060

Change-88,060 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 80,595

Change-80,595 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 76,850

Change-76,850 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 66,345

Change-66,345 (-100%)

Value—

Octavia Wealth Advisors, LLC

N/A

Shares— from 64,896

Change-64,896 (-100%)

Value—

Mayport, LLC

N/A

Shares— from 59,894

Change-59,894 (-100%)

Value—

Bulltick Wealth Management, LLC

N/A

Shares— from 51,501

Change-51,501 (-100%)

Value—

Fairview Capital Investment Management, LLC

N/A

Shares— from 50,660

Change-50,660 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 49,868

Change-49,868 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 49,764

Change-49,764 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 43,389

Change-43,389 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 34,621

Change-34,621 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 33,347

Change-33,347 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,590

Change-28,590 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 28,421

Change-28,421 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 25,391

Change-25,391 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 21,420

Change-21,420 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 20,497

Change-20,497 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 20,123

Change-20,123 (-100%)

Value—

McCartney Wealth Management LLC

N/A

Shares— from 16,696

Change-16,696 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,885

Change-15,885 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 14,026

Change-14,026 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 13,300

Change-13,300 (-100%)

Value—

Verity Wealth Advisors

N/A

Shares— from 13,109

Change-13,109 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,366

Change-12,366 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 10,567

Change-10,567 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 9,950

Change-9,950 (-100%)

Value—

McLean Asset Management Corp

N/A

Shares— from 8,636

Change-8,636 (-100%)

Value—

Brand Asset Management Group, Inc.

N/A

Shares— from 8,575

Change-8,575 (-100%)

Value—

DF Dent & Co Inc

N/A

Shares— from 8,400

Change-8,400 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,247

Change-8,247 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 8,148

Change-8,148 (-100%)

Value—

Monograph Wealth Advisors, LLC

N/A

Shares— from 6,550

Change-6,550 (-100%)

Value—

&partners

N/A

Shares— from 6,285

Change-6,285 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 6,203

Change-6,203 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 5,551

Change-5,551 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 4,469

Change-4,469 (-100%)

Value—

Permanent Capital Management, LP

N/A

Shares— from 4,379

Change-4,379 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 4,252

Change-4,252 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 4,191

Change-4,191 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 4,081

Change-4,081 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 3,844

Change-3,844 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 3,769

Change-3,769 (-100%)

Value—

HTG Investment Advisors, Inc.

N/A

Shares— from 3,656

Change-3,656 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 3,364

Change-3,364 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 3,201

Change-3,201 (-100%)

Value—

Wisconsin Capital Management LLC

N/A

Shares— from 3,150

Change-3,150 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 3,010

Change-3,010 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 2,976

Change-2,976 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,382

Change-1,382 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 1,175

Change-1,175 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,116

Change-1,116 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 990

Change-990 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 915

Change-915 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 780

Change-780 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 450

Change-450 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 425

Change-425 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 299

Change-299 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 106

Change-106 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 14

Change-14 (-100%)

Value—

	Status
Inlight Wealth Management, LLC	INCREASED	399,260	346,131	+53,129	+15%	$25.7M	$29.6M	+$3.9M	2026-10-21
Compass Financial Management LLC	NEW	140,740	—	+140,740	—	—	$10.4M	—	2026-10-30
Evergreen Capital Management LLC	INCREASED	70,773	18,774	+51,999	+277%	$1.4M	$5.2M	+$3.8M	2026-10-23
Outlook Wealth Advisors, LLC	INCREASED	58,047	56,096	+1,951	+3%	$4.2M	$4.3M	+$134.3K	2026-10-28
New Capital Management LP	INCREASED	51,419	50,810	+609	+1%	$3.8M	$3.8M	+$35.8K	2026-10-29
Alterna Wealth Management, Inc	INCREASED	40,656	34,672	+5,984	+17%	$2.6M	$3.0M	+$436.9K	2026-10-27
Fonville Wealth Management LLC	DECREASED	40,211	40,955	-744	-2%	$3.0M	$3.0M	-$62.6K	2026-10-28
Leuthold Group, LLC	DECREASED	30,689	31,002	-313	-1%	$2.3M	$2.3M	-$28.8K	2026-11-04
Truist Financial Corp	INCREASED	24,578	16,476	+8,102	+49%	$1.2M	$1.8M	+$597.1K	2026-10-30
Commonwealth Equity Services, LLC	DECREASED	23,430	32,618	-9,188	-28%	$2.4M	$1.7M	-$686.4K	2026-11-02
Middleton & Co Inc	DECREASED	23,308	26,808	-3,500	-13%	$2.0M	$1.7M	-$264.1K	2026-10-23
Financial Harvest, LLC	DECREASED	16,631	16,759	-128	-1%	$1.2M	$1.2M	-$12.5K	2026-10-15
BIP Wealth, LLC	UNCHANGED	13,660	13,660	0	0%	$1.0M	$1.0M	-$2.5K	2026-10-22
West Paces Advisors Inc.	INCREASED	12,136	11,554	+582	+5%	$857.8K	$898.8K	+$41.0K	2026-10-13
Crossmark Global Holdings, Inc.	DECREASED	10,335	10,390	-55	-1%	$771.2K	$765.3K	-$6.0K	2026-10-21
3 Factor Indexing, LLC	UNCHANGED	10,104	10,104	0	0%	$750.2K	$748.3K	-$1.8K	2026-10-15
Everett Harris & Co	UNCHANGED	9,920	9,920	0	0%	$736.5K	$734.7K	-$1.8K	2026-10-28
Creative Planning	DECREASED	9,676	11,821	-2,145	-18%	$877.7K	$716.6K	-$161.0K	2026-11-02
Evanson Financial, LLC	UNCHANGED	9,537	9,537	0	0%	$708.1K	$706.4K	-$1.7K	2026-10-23
Vise Technologies, Inc.	DECREASED	8,928	12,210	-3,282	-27%	$906.5K	$661.2K	-$245.3K	2026-10-29
One Plus One Wealth Management, LLC	NEW	8,369	—	+8,369	—	—	$619.8K	—	2026-10-16
Old Peak Finance LLC	UNCHANGED	7,826	7,826	0	0%	$581.0K	$579.6K	-$1.4K	2026-11-02
SwitchPoint Financial Planning, LLC	UNCHANGED	7,791	7,791	0	0%	$578.4K	$577.0K	-$1.4K	2026-11-02
Bell Investment Advisors, Inc	NEW	7,347	—	+7,347	—	—	$544.1K	—	2026-10-29
Signal Advisors Wealth, LLC	NEW	6,607	—	+6,607	—	—	$489.3K	—	2026-10-13
Members Wealth LLC	INCREASED	5,167	4,799	+368	+8%	$356.3K	$380.9K	+$24.7K	2026-10-20
Beacon Financial Strategies Corp	UNCHANGED	4,820	4,820	0	0%	$357.9K	$357.0K	-$879	2026-10-14
Fifth Third Bancorp	DECREASED	4,056	4,349	-293	-7%	$322.9K	$300.4K	-$22.5K	2026-11-05
Pathway Financial Advisors LLC	INCREASED	3,735	3,601	+134	+4%	$267.9K	$276.6K	+$8.7K	2026-10-07
Greenspring Advisors, LLC	UNCHANGED	3,339	3,339	0	0%	$247.9K	$247.3K	-$609	2026-11-05
Wedbush Securities Inc	INCREASED	3,323	3,205	+118	+4%	$238.0K	$246	-$237.8K	2026-10-22
Oppenheimer & Co Inc	DECREASED	3,299	3,316	-17	-1%	$246.2K	$244.3K	-$1.9K	2026-10-26
Walkner Condon Financial Advisors LLC	NEW	2,960	—	+2,960	—	—	$219.2K	—	2026-11-02
BancFirst Trust & Investment Management	UNCHANGED	2,801	2,801	0	0%	$208.0K	$207.2K	-$757	2026-10-30
Creative Financial Designs Inc	INCREASED	1,424	1,331	+93	+7%	$98.8K	$105.5K	+$6.6K	2026-11-04
TFC Financial Management, Inc.	UNCHANGED	727	727	0	0%	$54.0K	$53.8K	-$133	2026-10-26
TD Private Client Wealth LLC	UNCHANGED	650	650	0	0%	$48.3K	$48.1K	-$118	2026-10-28
US Bancorp \de\	NEW	257	—	+257	—	—	$19.0K	—	2026-11-05
Private Trust Co NA	UNCHANGED	220	220	0	0%	$16.3K	$16.3K	-$40	2026-10-20
Golden State Wealth Management, LLC	UNCHANGED	96	96	0	0%	$7.1K	$7.1K	-$18	2026-11-02
Spire Wealth Management	UNCHANGED	73	73	0	0%	$5.4K	$5.4K	-$13	2026-10-30
Kingdom Financial Group Llc.	NEW	16	—	+16	—	—	$1.2K	—	2026-11-04
Alpine Bank Wealth Management	CLOSED	0	436,406	-436,406	-100%	$32.4M	$0	-$32.4M	2026-10-16
Cambridge Investment Research Advisors, Inc.	CLOSED	0	7,365	-7,365	-100%	$547.0K	$0	-$547.0K	2026-11-02
Keybank National Association	CLOSED	0	3,724	-3,724	-100%	$276.5K	$0	-$276.5K	2026-11-04
Sowell Financial Services LLC	CLOSED	0	2,759	-2,759	-100%	$204.8K	$0	-$204.8K	2026-10-23
Rock Creek Group LLC	N/A	—	1,114,285	-1,114,285	-100%	$82.7M	—	—	—
RiverFront Investment Group, LLC	N/A	—	761,074	-761,074	-100%	$56.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	754,539	-754,539	-100%	$56.0M	—	—	—
NewEdge Wealth, LLC	N/A	—	722,409	-722,409	-100%	$53.6M	—	—	—
Turim 21 Investimentos Ltda.	N/A	—	476,912	-476,912	-100%	$35.4M	—	—	—
Royal Bank of Canada	N/A	—	344,621	-344,621	-100%	$25.6M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	295,388	-295,388	-100%	$22.0M	—	—	—
Summit Trail Advisors, LLC	N/A	—	265,634	-265,634	-100%	$19.7M	—	—	—
Raymond James Financial Inc	N/A	—	254,554	-254,554	-100%	$18.9M	—	—	—
Mercer Global Advisors Inc	N/A	—	235,520	-235,520	-100%	$17.5M	—	—	—
Cascade Financial Partners, LLC	N/A	—	227,206	-227,206	-100%	$16.9M	—	—	—
Checchi Capital Advisers, LLC	N/A	—	181,581	-181,581	-100%	$13.5M	—	—	—
LPL Financial LLC	N/A	—	171,289	-171,289	-100%	$12.7M	—	—	—
Morgan Stanley	N/A	—	155,722	-155,722	-100%	$11.6M	—	—	—
Plum Street Advisors, LLC	N/A	—	104,941	-104,941	-100%	$7.8M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	100,175	-100,175	-100%	$7.4M	—	—	—
UBS Group AG	N/A	—	95,828	-95,828	-100%	$7.1M	—	—	—
Proficio Capital Partners LLC	N/A	—	88,060	-88,060	-100%	$6.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	80,595	-80,595	-100%	$6.0M	—	—	—
Bank of America Corp	N/A	—	76,850	-76,850	-100%	$5.7M	—	—	—
Cresset Asset Management, LLC	N/A	—	66,345	-66,345	-100%	$4.9M	—	—	—
Octavia Wealth Advisors, LLC	N/A	—	64,896	-64,896	-100%	$4.8M	—	—	—
Mayport, LLC	N/A	—	59,894	-59,894	-100%	$4.4M	—	—	—
Bulltick Wealth Management, LLC	N/A	—	51,501	-51,501	-100%	$3.8M	—	—	—
Fairview Capital Investment Management, LLC	N/A	—	50,660	-50,660	-100%	$3.8M	—	—	—
JPMorgan Chase & Co	N/A	—	49,868	-49,868	-100%	$3.7M	—	—	—
Gotham Asset Management, LLC	N/A	—	49,764	-49,764	-100%	$3.7M	—	—	—
Advisory Services Network, LLC	N/A	—	43,389	-43,389	-100%	$3.2M	—	—	—
Wealthspire Advisors, LLC	N/A	—	34,621	-34,621	-100%	$2.6M	—	—	—
AE Wealth Management LLC	N/A	—	33,347	-33,347	-100%	$2.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	28,590	-28,590	-100%	$2.1M	—	—	—
Stifel Financial Corp	N/A	—	28,421	-28,421	-100%	$2.1M	—	—	—
HighTower Advisors, LLC	N/A	—	25,391	-25,391	-100%	$1.9M	—	—	—
Cary Street Partners Financial LLC	N/A	—	21,420	-21,420	-100%	$1.6M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	20,497	-20,497	-100%	$1.5M	—	—	—
Focus Partners Wealth	N/A	—	20,123	-20,123	-100%	$1.5M	—	—	—
McCartney Wealth Management LLC	N/A	—	16,696	-16,696	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	15,885	-15,885	-100%	$1.2M	—	—	—
Wells Fargo & Company	N/A	—	14,026	-14,026	-100%	$1.0M	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	13,300	-13,300	-100%	$987.5K	—	—	—
Verity Wealth Advisors	N/A	—	13,109	-13,109	-100%	$973.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	12,366	-12,366	-100%	$915.3K	—	—	—
Composition Wealth, LLC	N/A	—	10,567	-10,567	-100%	$784.5K	—	—	—
HRT Financial LP	N/A	—	9,950	-9,950	-100%	$738.0K	—	—	—
McLean Asset Management Corp	N/A	—	8,636	-8,636	-100%	$648.3K	—	—	—
Brand Asset Management Group, Inc.	N/A	—	8,575	-8,575	-100%	$636.7K	—	—	—
DF Dent & Co Inc	N/A	—	8,400	-8,400	-100%	$623.7K	—	—	—
Cetera Investment Advisers	N/A	—	8,247	-8,247	-100%	$612.3K	—	—	—
Cerity Partners LLC	N/A	—	8,148	-8,148	-100%	$605.0K	—	—	—
Monograph Wealth Advisors, LLC	N/A	—	6,550	-6,550	-100%	$486.3K	—	—	—
&partners	N/A	—	6,285	-6,285	-100%	$466.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	6,203	-6,203	-100%	$460.5K	—	—	—
Captrust Financial Advisors	N/A	—	5,551	-5,551	-100%	$412.1K	—	—	—
RWA Wealth Partners, LLC	N/A	—	4,469	-4,469	-100%	$331.8K	—	—	—
Permanent Capital Management, LP	N/A	—	4,379	-4,379	-100%	$325.1K	—	—	—
Savant Capital, LLC	N/A	—	4,252	-4,252	-100%	$315.7K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	4,191	-4,191	-100%	$311.1K	—	—	—
Mutual Advisors, LLC	N/A	—	4,081	-4,081	-100%	$303.0K	—	—	—
Destination Wealth Management	N/A	—	3,844	-3,844	-100%	$285.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	3,769	-3,769	-100%	$279.8K	—	—	—
HTG Investment Advisors, Inc.	N/A	—	3,656	-3,656	-100%	$271.4K	—	—	—
MAI Capital Management	N/A	—	3,364	-3,364	-100%	$249.8K	—	—	—
IMA Advisory Services, Inc.	N/A	—	3,201	-3,201	-100%	$237.7K	—	—	—
Wisconsin Capital Management LLC	N/A	—	3,150	-3,150	-100%	$233.9K	—	—	—
AQR Capital Management LLC	N/A	—	3,010	-3,010	-100%	$223.5K	—	—	—
Pathstone Holdings, LLC	N/A	—	2,976	-2,976	-100%	$221.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,382	-1,382	-100%	$102.7K	—	—	—
Addison Advisors LLC	N/A	—	1,175	-1,175	-100%	$87.2K	—	—	—
National Bank of Canada	N/A	—	1,116	-1,116	-100%	$82.8K	—	—	—
Allworth Financial LP	N/A	—	990	-990	-100%	$73.5K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	915	-915	-100%	$67.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	780	-780	-100%	$57.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	500	-500	-100%	$37.1K	—	—	—
Kerr Financial Planning Corp	N/A	—	450	-450	-100%	$33.4K	—	—	—
Bank of Montreal	N/A	—	425	-425	-100%	$31.6K	—	—	—
Quent Capital, LLC	N/A	—	299	-299	-100%	$22.2K	—	—	—
Highland Investment Advisors LLC	N/A	—	106	-106	-100%	$7.9K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	14	-14	-100%	$1.0K	—	—	—

Showing 124 of 124 institutions