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Ishares Morningstar Small-Ca (ISCG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Atria Investments, Inc
INCREASED
Shares324,771 from 316,378
Change+8,393 (+3%)
Value$19.9M (-$866.2K)
Filed 2026-10-15
Black Diamond Financial, LLC
INCREASED
Shares205,513 from 192,806
Change+12,707 (+7%)
Value$12.6M (-$63.4K)
Filed 2026-10-26
Steele Capital Management, Inc.
DECREASED
Shares179,901 from 180,159
Change-258 (0%)
Value$11.0M (-$801.4K)
Filed 2026-11-02
Matrix Trust Co
DECREASED
Shares179,901 from 180,159
Change-258 (0%)
Value$11.0K (-$802)
Filed 2026-10-07
Certified Advisory Corp
INCREASED
Shares124,018 from 98,173
Change+25,845 (+26%)
Value$7.6M (+$1.2M)
Filed 2026-10-29
Ipsen Advisor Group LLC
DECREASED
Shares111,948 from 115,986
Change-4,038 (-3%)
Value$6.8M (-$752.9K)
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
DECREASED
Shares106,840 from 107,441
Change-601 (-1%)
Value$6.5M (-$505.3K)
Filed 2026-10-16
Beam Wealth Advisors, Inc.
INCREASED
Shares102,383 from 101,160
Change+1,223 (+1%)
Value$6.3M (-$366.3K)
Filed 2026-11-03
MRA Advisory Group
DECREASED
Shares84,769 from 110,815
Change-26,046 (-23%)
Value$5.2M (-$2.1M)
Filed 2026-10-07
Commonwealth Equity Services, LLC
DECREASED
Shares56,470 from 64,428
Change-7,958 (-12%)
Value$3.5M (-$767.9K)
Filed 2026-11-02
Steinberganna Wealth Management
DECREASED
Shares46,548 from 47,572
Change-1,024 (-2%)
Value$2.8M (-$270.1K)
Filed 2026-10-23
Key FInancial Inc
INCREASED
Shares38,442 from 36,255
Change+2,187 (+6%)
Value$2.4M (-$24.3K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares29,742 from 26,645
Change+3,097 (+12%)
Value$1.8M (+$73.3K)
Filed 2026-10-13
Rodgers & Associates, LTD
DECREASED
Shares29,540 from 29,855
Change-315 (-1%)
Value$1.8M (-$149.5K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares28,650 from 27,537
Change+1,113 (+4%)
Value$1.8M (-$52.0K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares28,540 from 14,578
Change+13,962 (+96%)
Value$1.7M (+$790.6K)
Filed 2026-10-07
Kendall Capital Management
DECREASED
Shares23,496 from 23,500
Change-4 (0%)
Value$1.4M (-$102.7K)
Filed 2026-10-23
Vaughan & Co Securities, Inc.
DECREASED
Shares23,298 from 23,597
Change-299 (-1%)
Value$1.4M (-$121.2K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares22,585 from 21,366
Change+1,219 (+6%)
Value$1.4M (-$18.6K)
Filed 2026-11-02
Phoenix Wealth Advisors
INCREASED
Shares20,841 from 20,541
Change+300 (+1%)
Value$1.3M (-$71.3K)
Filed 2026-11-03
Creekside Partners
DECREASED
Shares19,664 from 19,807
Change-143 (-1%)
Value$1.2M (-$95.1K)
Filed 2026-11-04
G&S Capital LLC
DECREASED
Shares18,878 from 19,860
Change-982 (-5%)
Value$1.2M (-$146.7K)
Filed 2026-10-23
Shelton Wealth Management, LLC
DECREASED
Shares18,379 from 18,403
Change-24 (0%)
Value$1.1M (-$81.7K)
Filed 2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED
Shares16,952 from 15,174
Change+1,778 (+12%)
Value$1.0M (+$42.6K)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares16,696 from 15,528
Change+1,168 (+8%)
Value$1.0M (+$3.7K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares16,667 from 15,661
Change+1,006 (+6%)
Value$1.0M (-$6.8K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
UNCHANGED
Shares14,337 from 14,337
Change0 (0%)
Value$877.1K (-$62.5K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,334 from 7,271
Change+7,063 (+97%)
Value$877 (-$476.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares11,317 from 11,674
Change-357 (-3%)
Value$692.4K (-$72.7K)
Filed 2026-11-02
Fifth Third Securities, Inc.
DECREASED
Shares10,442 from 10,573
Change-131 (-1%)
Value$638.8K (-$54.1K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares10,006 from 16,279
Change-6,273 (-39%)
Value$612.2K (-$454.7K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares9,520 from 9,594
Change-74 (-1%)
Value$585.4K (-$26.7K)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares8,873 from 8,932
Change-59 (-1%)
Value$542.8K (-$42.5K)
Filed 2026-10-13
Courage Miller Partners, LLC
DECREASED
Shares8,447 from 8,757
Change-310 (-4%)
Value$516.8K (-$57.2K)
Filed 2026-10-21
J.M. Arbour, LLC
DECREASED
Shares7,662 from 7,689
Change-27 (0%)
Value$468.8K (-$35.2K)
Filed 2026-11-05
Asset Allocation Strategies LLC
DECREASED
Shares7,430 from 7,951
Change-521 (-7%)
Value$454.6K (-$66.6K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
NEW
Shares7,367
Change+7,367
Value$450.3K
Filed 2026-11-05
Procyon Advisors, LLC
UNCHANGED
Shares7,139 from 7,139
Change0 (0%)
Value$436.7K (-$31.1K)
Filed 2026-10-21
River's Edge Wealth Management, LLC
DECREASED
Shares6,420 from 6,601
Change-181 (-3%)
Value$383.8K (-$34.7K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares6,260 from 5,466
Change+794 (+15%)
Value$383.0K (+$24.7K)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares5,941 from 5,699
Change+242 (+4%)
Value$363.5K (-$10.0K)
Filed 2026-11-04
Breakwater Capital Group
INCREASED
Shares5,693 from 5,691
Change+2 (+0%)
Value$348.3K (-$24.7K)
Filed 2026-10-09
Adell Harriman & Carpenter Inc
UNCHANGED
Shares5,396 from 5,396
Change0 (0%)
Value$330.1K (-$23.5K)
Filed 2026-11-02
TKG Advisors, LLC
INCREASED
Shares5,299 from 5,059
Change+240 (+5%)
Value$324.2K (-$7.4K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares5,129 from 4,356
Change+773 (+18%)
Value$314 (-$284.7K)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares4,945 from 4,938
Change+7 (+0%)
Value$297.4K (-$26.3K)
Filed 2026-10-15
Asempa Wealth Advisors
UNCHANGED
Shares4,305 from 4,305
Change0 (0%)
Value$265.3K (-$16.8K)
Filed 2026-10-07
Dahring | Cusmano LLC
DECREASED
Shares4,176 from 4,343
Change-167 (-4%)
Value$255.5K (-$29.1K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares4,172 from 4,072
Change+100 (+2%)
Value$255.2K (-$11.6K)
Filed 2026-10-29
Opulen Financial Group LLC
INCREASED
Shares4,034 from 4,026
Change+8 (+0%)
Value$246.8K (-$17.1K)
Filed 2026-10-22
Davenport & Co LLC
DECREASED
Shares4,000 from 6,200
Change-2,200 (-35%)
Value$244.7K (-$161.6K)
Filed 2026-10-14
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,820 from 3,820
Change0 (0%)
Value$233.7K (-$16.7K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares3,820 from 3,820
Change0 (0%)
Value$233.7K (-$16.7K)
Filed 2026-10-20
Connecticut Wealth Management, LLC
UNCHANGED
Shares3,440 from 3,440
Change0 (0%)
Value$210.5K (-$15.0K)
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares3,428
Change+3,428
Value$210.7K
Filed 2026-11-03
Everhart Financial Group, Inc.
UNCHANGED
Shares3,409 from 3,409
Change0 (0%)
Value$208.6K (-$14.9K)
Filed 2026-10-08
Towerpoint Wealth, LLC
UNCHANGED
Shares3,298 from 3,298
Change0 (0%)
Value$201.8K (-$14.4K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
UNCHANGED
Shares2,927 from 2,927
Change0 (0%)
Value$179.1K (-$12.7K)
Filed 2026-10-13
Tompkins Financial Corp
UNCHANGED
Shares1,944 from 1,944
Change0 (0%)
Value$118.9K (-$8.5K)
Filed 2026-10-05
Laurel Wealth Advisors LLC
NEW
Shares1,410
Change+1,410
Value$86.3K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares1,352 from 1,352
Change0 (0%)
Value$82.7K (-$5.9K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares1,103 from 1,277
Change-174 (-14%)
Value$67.5K (-$16.2K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$65.1K (-$4.6K)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares1,028 from 1,560
Change-532 (-34%)
Value$62.9K (-$39.4K)
Filed 2026-10-28
Asset Dedication, LLC
NEW
Shares884
Change+884
Value$54.1K
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares879 from 866
Change+13 (+2%)
Value$53.8K (-$3.0K)
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$52.1K (-$3.7K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares681 from 209
Change+472 (+226%)
Value$41.7K (+$28.0K)
Filed 2026-10-26
IFP Advisors, Inc
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$35.0K (-$2.5K)
Filed 2026-10-16
AlphaCore Capital LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$25.3K (-$1.8K)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$23.9K (-$1.7K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares344 from 343
Change+1 (+0%)
Value$21.0K (-$1.5K)
Filed 2026-10-27
IFS Advisors, LLC
NEW
Shares313
Change+313
Value$19.2K
Filed 2026-10-14
WPG Advisers, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$6.9K (-$479)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares100
Change+100
Value$6.1K
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$4.7K (-$332)
Filed 2026-10-15
Central Pacific Bank - Trust Division
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.9K (-$209)
Filed 2026-10-06
CoreCap Advisors, LLC
INCREASED
Shares30 from 14
Change+16 (+114%)
Value$1.8K (+$917)
Filed 2026-10-08
rebel Financial LLC
CLOSED
Shares0 from 7,317
Change-7,317 (-100%)
Value$0 (-$479.6K)
Filed 2026-11-04
Oppenheimer & Co Inc
CLOSED
Shares0 from 3,704
Change-3,704 (-100%)
Value$0 (-$242.8K)
Filed 2026-10-26
Flagstar Securities, Inc
CLOSED
Shares0 from 3,441
Change-3,441 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-15
Smith Chas P & Associates PA Cpas
CLOSED
Shares0 from 3,343
Change-3,343 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-22
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 3,146
Change-3,146 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-16
Wolff Financial Management LLC
CLOSED
Shares0 from 3,085
Change-3,085 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$195.3K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 343
Change-343 (-100%)
Value$0 (-$22.5K)
Filed 2026-10-28
Concord Wealth Partners
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$7.3K)
Filed 2026-11-02
Focus Partners Wealth
N/A
Shares— from 912,075
Change-912,075 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 841,940
Change-841,940 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 690,456
Change-690,456 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 560,178
Change-560,178 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 553,100
Change-553,100 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 410,071
Change-410,071 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 317,469
Change-317,469 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 316,433
Change-316,433 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 276,453
Change-276,453 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 264,025
Change-264,025 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 262,779
Change-262,779 (-100%)
Value—
UBS Group AG
N/A
Shares— from 166,628
Change-166,628 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 158,473
Change-158,473 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 154,376
Change-154,376 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 132,530
Change-132,530 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 128,722
Change-128,722 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 112,064
Change-112,064 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 84,793
Change-84,793 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 77,865
Change-77,865 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 66,058
Change-66,058 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 56,625
Change-56,625 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 50,882
Change-50,882 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 45,400
Change-45,400 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 44,948
Change-44,948 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 41,621
Change-41,621 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 39,034
Change-39,034 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 35,547
Change-35,547 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 33,999
Change-33,999 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,701
Change-33,701 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 30,678
Change-30,678 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,069
Change-28,069 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,304
Change-21,304 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 20,553
Change-20,553 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,230
Change-19,230 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,184
Change-16,184 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,545
Change-15,545 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,034
Change-13,034 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,651
Change-12,651 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,456
Change-12,456 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,488
Change-10,488 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,484
Change-10,484 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 9,745
Change-9,745 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,195
Change-9,195 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 8,373
Change-8,373 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,902
Change-7,902 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,901
Change-7,901 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,601
Change-3,601 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 542
Change-542 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 496
Change-496 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Central Trust Co
N/A
Shares— from 278
Change-278 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 186
Change-186 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 155
Change-155 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 76
Change-76 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 25
Change-25 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Atria Investments, Inc
INCREASED324,771316,378+8,393+3%$20.7M$19.9M-$866.2K2026-10-15
Black Diamond Financial, LLC
INCREASED205,513192,806+12,707+7%$12.6M$12.6M-$63.4K2026-10-26
Steele Capital Management, Inc.
DECREASED179,901180,159-2580%$11.8M$11.0M-$801.4K2026-11-02
Matrix Trust Co
DECREASED179,901180,159-2580%$11.8K$11.0K-$8022026-10-07
Certified Advisory Corp
INCREASED124,01898,173+25,845+26%$6.4M$7.6M+$1.2M2026-10-29
Ipsen Advisor Group LLC
DECREASED111,948115,986-4,038-3%$7.6M$6.8M-$752.9K2026-10-29
McKinley Carter Wealth Services, Inc.
DECREASED106,840107,441-601-1%$7.0M$6.5M-$505.3K2026-10-16
Beam Wealth Advisors, Inc.
INCREASED102,383101,160+1,223+1%$6.6M$6.3M-$366.3K2026-11-03
MRA Advisory Group
DECREASED84,769110,815-26,046-23%$7.3M$5.2M-$2.1M2026-10-07
Commonwealth Equity Services, LLC
DECREASED56,47064,428-7,958-12%$4.2M$3.5M-$767.9K2026-11-02
Steinberganna Wealth Management
DECREASED46,54847,572-1,024-2%$3.1M$2.8M-$270.1K2026-10-23
Key FInancial Inc
INCREASED38,44236,255+2,187+6%$2.4M$2.4M-$24.3K2026-11-02
Independent Financial Group, LLC
INCREASED29,74226,645+3,097+12%$1.7M$1.8M+$73.3K2026-10-13
Rodgers & Associates, LTD
DECREASED29,54029,855-315-1%$2.0M$1.8M-$149.5K2026-10-20
Creative Financial Designs Inc
INCREASED28,65027,537+1,113+4%$1.8M$1.8M-$52.0K2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED28,54014,578+13,962+96%$955.4K$1.7M+$790.6K2026-10-07
Kendall Capital Management
DECREASED23,49623,500-40%$1.5M$1.4M-$102.7K2026-10-23
Vaughan & Co Securities, Inc.
DECREASED23,29823,597-299-1%$1.5M$1.4M-$121.2K2026-10-23
Creative Planning
INCREASED22,58521,366+1,219+6%$1.4M$1.4M-$18.6K2026-11-02
Phoenix Wealth Advisors
INCREASED20,84120,541+300+1%$1.3M$1.3M-$71.3K2026-11-03
Creekside Partners
DECREASED19,66419,807-143-1%$1.3M$1.2M-$95.1K2026-11-04
G&S Capital LLC
DECREASED18,87819,860-982-5%$1.3M$1.2M-$146.7K2026-10-23
Shelton Wealth Management, LLC
DECREASED18,37918,403-240%$1.2M$1.1M-$81.7K2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED16,95215,174+1,778+12%$994.5K$1.0M+$42.6K2026-10-28
Visionary Wealth Advisors
INCREASED16,69615,528+1,168+8%$1.0M$1.0M+$3.7K2026-11-04
D.A. Davidson & Co.
INCREASED16,66715,661+1,006+6%$1.0M$1.0M-$6.8K2026-10-28
Crescent Grove Advisors, LLC
UNCHANGED14,33714,33700%$939.6K$877.1K-$62.5K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED14,3347,271+7,063+97%$477.0K$877-$476.1K2026-11-02
Kestra Advisory Services, LLC
DECREASED11,31711,674-357-3%$765.1K$692.4K-$72.7K2026-11-02
Fifth Third Securities, Inc.
DECREASED10,44210,573-131-1%$693.0K$638.8K-$54.1K2026-10-21
Farther Finance Advisors, LLC
DECREASED10,00616,279-6,273-39%$1.1M$612.2K-$454.7K2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED9,5209,594-74-1%$612.1K$585.4K-$26.7K2026-10-13
Avior Wealth Management, LLC
DECREASED8,8738,932-59-1%$585.4K$542.8K-$42.5K2026-10-13
Courage Miller Partners, LLC
DECREASED8,4478,757-310-4%$573.9K$516.8K-$57.2K2026-10-21
J.M. Arbour, LLC
DECREASED7,6627,689-270%$503.9K$468.8K-$35.2K2026-11-05
Asset Allocation Strategies LLC
DECREASED7,4307,951-521-7%$521.1K$454.6K-$66.6K2026-10-20
Destiny Wealth Partners, LLC
NEW7,367—+7,367——$450.3K—2026-11-05
Procyon Advisors, LLC
UNCHANGED7,1397,13900%$467.9K$436.7K-$31.1K2026-10-21
River's Edge Wealth Management, LLC
DECREASED6,4206,601-181-3%$418.5K$383.8K-$34.7K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED6,2605,466+794+15%$358.2K$383.0K+$24.7K2026-10-21
Citigroup Inc
INCREASED5,9415,699+242+4%$373.5K$363.5K-$10.0K2026-11-04
Breakwater Capital Group
INCREASED5,6935,691+2+0%$373.0K$348.3K-$24.7K2026-10-09
Adell Harriman & Carpenter Inc
UNCHANGED5,3965,39600%$353.7K$330.1K-$23.5K2026-11-02
TKG Advisors, LLC
INCREASED5,2995,059+240+5%$331.6K$324.2K-$7.4K2026-11-02
Park Avenue Securities LLC
INCREASED5,1294,356+773+18%$285.0K$314-$284.7K2026-10-26
AdvisorNet Financial, Inc
INCREASED4,9454,938+7+0%$323.6K$297.4K-$26.3K2026-10-15
Asempa Wealth Advisors
UNCHANGED4,3054,30500%$282.2K$265.3K-$16.8K2026-10-07
Dahring | Cusmano LLC
DECREASED4,1764,343-167-4%$284.6K$255.5K-$29.1K2026-11-03
Vise Technologies, Inc.
INCREASED4,1724,072+100+2%$266.9K$255.2K-$11.6K2026-10-29
Opulen Financial Group LLC
INCREASED4,0344,026+8+0%$263.9K$246.8K-$17.1K2026-10-22
Davenport & Co LLC
DECREASED4,0006,200-2,200-35%$406.3K$244.7K-$161.6K2026-10-14
Burke & Herbert Bank & Trust Co
UNCHANGED3,8203,82000%$250.4K$233.7K-$16.7K2026-11-02
Private Trust Co NA
UNCHANGED3,8203,82000%$250.4K$233.7K-$16.7K2026-10-20
Connecticut Wealth Management, LLC
UNCHANGED3,4403,44000%$225.5K$210.5K-$15.0K2026-10-13
StoneX Group Inc.
NEW3,428—+3,428——$210.7K—2026-11-03
Everhart Financial Group, Inc.
UNCHANGED3,4093,40900%$223.4K$208.6K-$14.9K2026-10-08
Towerpoint Wealth, LLC
UNCHANGED3,2983,29800%$216.1K$201.8K-$14.4K2026-10-13
Cape Investment Advisory, Inc.
UNCHANGED2,9272,92700%$191.8K$179.1K-$12.7K2026-10-13
Tompkins Financial Corp
UNCHANGED1,9441,94400%$127.4K$118.9K-$8.5K2026-10-05
Laurel Wealth Advisors LLC
NEW1,410—+1,410——$86.3K—2026-10-27
Archer Investment Corp
UNCHANGED1,3521,35200%$88.6K$82.7K-$5.9K2026-11-05
Parallel Advisors, LLC
DECREASED1,1031,277-174-14%$83.7K$67.5K-$16.2K2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED1,0631,06300%$69.7K$65.1K-$4.6K2026-10-20
TD Private Client Wealth LLC
DECREASED1,0281,560-532-34%$102.2K$62.9K-$39.4K2026-10-28
Asset Dedication, LLC
NEW884—+884——$54.1K—2026-11-03
Assetmark, Inc
INCREASED879866+13+2%$56.8K$53.8K-$3.0K2026-10-21
Mather Group, Llc.
UNCHANGED85285200%$55.8K$52.1K-$3.7K2026-10-14
Lanark Financial, Inc.
INCREASED681209+472+226%$13.7K$41.7K+$28.0K2026-10-26
IFP Advisors, Inc
UNCHANGED57257200%$37.5K$35.0K-$2.5K2026-10-16
AlphaCore Capital LLC
UNCHANGED41441400%$27.1K$25.3K-$1.8K2026-11-04
Manchester Capital Management LLC
UNCHANGED39039000%$25.6K$23.9K-$1.7K2026-10-22
North Star Investment Management Corp.
INCREASED344343+1+0%$22.5K$21.0K-$1.5K2026-10-27
IFS Advisors, LLC
NEW313—+313——$19.2K—2026-10-14
WPG Advisers, LLC
UNCHANGED11311300%$7.4K$6.9K-$4792026-10-27
Root Financial Partners, LLC
NEW100—+100——$6.1K—2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED767600%$5.0K$4.7K-$3322026-10-15
Central Pacific Bank - Trust Division
UNCHANGED484800%$3.1K$2.9K-$2092026-10-06
CoreCap Advisors, LLC
INCREASED3014+16+114%$918$1.8K+$9172026-10-08
rebel Financial LLC
CLOSED07,317-7,317-100%$479.6K$0-$479.6K2026-11-04
Oppenheimer & Co Inc
CLOSED03,704-3,704-100%$242.8K$0-$242.8K2026-10-26
Flagstar Securities, Inc
CLOSED03,441-3,441-100%$225.5K$0-$225.5K2026-10-15
Smith Chas P & Associates PA Cpas
CLOSED03,343-3,343-100%$219.1K$0-$219.1K2026-10-22
Opal Wealth Advisors, LLC
CLOSED03,146-3,146-100%$206.2K$0-$206.2K2026-10-16
Wolff Financial Management LLC
CLOSED03,085-3,085-100%$202.2K$0-$202.2K2026-10-23
International Assets Investment Management, LLC
CLOSED03,000-3,000-100%$195.3K$0-$195.3K2026-11-02
MCF Advisors LLC
CLOSED0343-343-100%$22.5K$0-$22.5K2026-10-28
Concord Wealth Partners
CLOSED0112-112-100%$7.3K$0-$7.3K2026-11-02
Focus Partners Wealth
N/A—912,075-912,075-100%$59.8M———
JPMorgan Chase & Co
N/A—841,940-841,940-100%$54.6M———
LPL Financial LLC
N/A—690,456-690,456-100%$45.3M———
Northwestern Mutual Wealth Management Co
N/A—560,178-560,178-100%$36.7M———
Osaic Holdings, Inc.
N/A—553,100-553,100-100%$36.3M———
Cetera Investment Advisers
N/A—410,071-410,071-100%$26.9M———
Gallagher Fiduciary Advisors, LLC
N/A—317,469-317,469-100%$20.8M———
Ameriprise Financial Inc
N/A—316,433-316,433-100%$20.7M———
Bank of America Corp
N/A—276,453-276,453-100%$18.1M———
Foundations Investment Advisors, LLC
N/A—264,025-264,025-100%$17.3M———
Morgan Stanley
N/A—262,779-262,779-100%$17.2M———
UBS Group AG
N/A—166,628-166,628-100%$10.9M———
Raymond James Financial Inc
N/A—158,473-158,473-100%$10.4M———
Wells Fargo & Company
N/A—154,376-154,376-100%$10.1M———
Mariner, LLC
N/A—132,530-132,530-100%$8.7M———
EP Wealth Advisors, LLC
N/A—128,722-128,722-100%$8.4M———
NorthStar Asset Management LLC
N/A—112,064-112,064-100%$7.3M———
Three Bearings Fiduciary Advisors, Inc.
N/A—84,793-84,793-100%$5.6M———
IAG Wealth Partners, LLC
N/A—77,865-77,865-100%$5.1M———
HighTower Advisors, LLC
N/A—66,058-66,058-100%$4.3M———
Royal Bank of Canada
N/A—56,625-56,625-100%$3.7M———
Atlanta Consulting Group Advisors, LLC
N/A—50,882-50,882-100%$3.3M———
LRI Investments, LLC
N/A—45,400-45,400-100%$3.0M———
Level Four Advisory Services, LLC
N/A—44,948-44,948-100%$2.9M———
Captrust Financial Advisors
N/A—41,621-41,621-100%$2.7M———
Van Diest Capital, LLC
N/A—39,034-39,034-100%$2.6M———
IEQ Capital, LLC
N/A—35,547-35,547-100%$2.3M———
Perennial Investment Advisors, LLC
N/A—33,999-33,999-100%$2.2M———
Envestnet Asset Management Inc
N/A—33,701-33,701-100%$2.2M———
Pathstone Holdings, LLC
N/A—30,678-30,678-100%$2.0M———
MML Investors Services, LLC
N/A—28,069-28,069-100%$1.8M———
Equitable Holdings, Inc.
N/A—21,304-21,304-100%$1.4M———
Gladstone Institutional Advisory LLC
N/A—20,553-20,553-100%$1.3M———
FMR LLC
N/A—19,230-19,230-100%$1.3M———
Stifel Financial Corp
N/A—16,184-16,184-100%$1.1M———
NewEdge Advisors, LLC
N/A—15,545-15,545-100%$1.0M———
Arkadios Wealth Advisors
N/A—13,034-13,034-100%$854.3K———
Jones Financial Companies Lllp
N/A—12,651-12,651-100%$813.9K———
Private Advisor Group, LLC
N/A—12,456-12,456-100%$816.4K———
Principal Securities, Inc.
N/A—10,488-10,488-100%$687.4K———
Northern Trust Corp
N/A—10,484-10,484-100%$687.1K———
GWN Securities Inc.
N/A—10,132-10,132-100%$664.1K———
Synergy Financial Group, LTD
N/A—9,745-9,745-100%$638.7K———
Madison Wealth Partners, Inc
N/A—9,195-9,195-100%$602.7K———
Basepoint Wealth LLC
N/A—8,373-8,373-100%$548.8K———
Financial Engines Advisors L.L.C.
N/A—7,926-7,926-100%$519.5K———
MAI Capital Management
N/A—7,902-7,902-100%$517.9K———
CIBC World Market Inc.
N/A—7,901-7,901-100%$517.8K———
Quantinno Capital Management LP
N/A—7,566-7,566-100%$495.9K———
Bluespring Wealth Management, LLC
N/A—6,640-6,640-100%$435.2K———
Moneta Group Investment Advisors LLC
N/A—6,256-6,256-100%$410.0K———
Keating Financial Advisory Services, Inc.
N/A—5,774-5,774-100%$378.4K———
Merit Financial Group, LLC
N/A—5,531-5,531-100%$362.5K———
Silver OAK Securities, Incorporated
N/A—5,405-5,405-100%$354.3K———
Ponta Wealth Partners, LLC
N/A—5,371-5,371-100%$352.0K———
Fifth Third Bancorp
N/A—5,003-5,003-100%$327.9K———
Benjamin Edwards Inc
N/A—4,882-4,882-100%$320.0K———
Global Retirement Partners, LLC
N/A—4,875-4,875-100%$319.5K———
Steward Partners Investment Advisory, LLC
N/A—4,791-4,791-100%$314.0K———
Independent Advisor Alliance
N/A—4,769-4,769-100%$312.6K———
Keel Point, LLC
N/A—3,613-3,613-100%$236.8K———
Advisory Services Network, LLC
N/A—3,601-3,601-100%$236.0K———
Sanctuary Advisors, LLC
N/A—3,538-3,538-100%$231.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,320-3,320-100%$217.6K———
Pinnacle Financial Partners, Inc.
N/A—3,277-3,277-100%$214.8K———
Compass Capital Management, Inc
N/A—3,210-3,210-100%$210.4K———
Harbour Investments, Inc.
N/A—2,837-2,837-100%$185.9K———
Rockefeller Capital Management L.P.
N/A—2,601-2,601-100%$170.5K———
Smartleaf Asset Management LLC
N/A—2,484-2,484-100%$161.1K———
Arax Advisory Partners
N/A—1,964-1,964-100%$128.7K———
O'shaughnessy Asset Management, LLC
N/A—1,741-1,741-100%$114.1K———
AE Wealth Management LLC
N/A—1,607-1,607-100%$105.3K———
Glassy Mountain Advisors, Inc.
N/A—1,264-1,264-100%$82.8K———
Blair William & Co
N/A—1,062-1,062-100%$69.6K———
Atomic Invest LLC
N/A—606-606-100%$39.2K———
BFC Planning, Inc.
N/A—542-542-100%$35.5K———
Geneos Wealth Management Inc.
N/A—496-496-100%$32.5K———
Westend Capital Management, LLC
N/A—310-310-100%$20.3K———
Millstone Evans Group, LLC
N/A—292-292-100%$19.1K———
Central Trust Co
N/A—278-278-100%$18.2K———
PlanVest Financial, Inc
N/A—250-250-100%$16.4K———
Bank of Montreal
N/A—186-186-100%$12.2K———
Qube Research & Technologies Ltd
N/A—155-155-100%$10.2K———
Colonial Trust Advisors
N/A—100-100-100%$6.6K———
Integrity Financial Corp
N/A—76-76-100%$5.0K———
GeoWealth Management, LLC
N/A—53-53-100%$3.5K———
Russell Investments Group, Ltd.
N/A—46-46-100%$3.0K———
Copia Wealth Management
N/A—25-25-100%$1.6K———
Huntington National Bank
N/A—1-1-100%$66———
Showing 176 of 176 institutions