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Ishares U.S. Healthcare Prov (IHF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,814,114 from 1,655,612
Change+158,502 (+10%)
Value$99.6M (+$8.0M)
Filed 2026-11-06
Sather Financial Group Inc
INCREASED
Shares1,181,642 from 1,069,109
Change+112,533 (+11%)
Value$64.9M (+$5.7M)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares187,078 from 215,721
Change-28,643 (-13%)
Value$10.3M (-$1.7M)
Filed 2026-11-05
Citigroup Inc
NEW
Shares109,990
Change+109,990
Value$6.0M
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares85,018 from 84,790
Change+228 (+0%)
Value$4.7M (-$24.8K)
Filed 2026-11-06
Sage Advisory Services, Ltd.Co.
DECREASED
Shares84,646 from 98,098
Change-13,452 (-14%)
Value$4.6M (-$782.0K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares52,067 from 56,626
Change-4,559 (-8%)
Value$2.9M (-$275.2K)
Filed 2026-11-02
Avior Wealth Management, LLC
NEW
Shares37,724
Change+37,724
Value$2.1M
Filed 2026-10-13
Leuthold Group, LLC
DECREASED
Shares35,000 from 38,245
Change-3,245 (-8%)
Value$1.9M (-$194.9K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares31,186 from 27,981
Change+3,205 (+11%)
Value$1.7M (+$163.6K)
Filed 2026-11-02
Robinson Value Management, Ltd.
NEW
Shares29,577
Change+29,577
Value$1.6M
Filed 2026-10-20
Creative Planning
INCREASED
Shares29,565 from 28,716
Change+849 (+3%)
Value$1.6M (+$34.0K)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares28,603 from 8,662
Change+19,941 (+230%)
Value$1.6M (+$1.1M)
Filed 2026-10-21
Barclays PLC
INCREASED
Shares26,338 from 2,225
Change+24,113 (+1084%)
Value$1.4M (+$1.3M)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares25,480 from 5,321
Change+20,159 (+379%)
Value$1.5M (+$1.2M)
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares23,714 from 23,714
Change0 (0%)
Value$1.3M (-$10.4K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares23,322 from 23,752
Change-430 (-2%)
Value$1.3M (-$34.1K)
Filed 2026-10-30
Sowell Financial Services LLC
INCREASED
Shares20,306 from 20,145
Change+161 (+1%)
Value$1.1M (-$69)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,779 from 20,256
Change-1,477 (-7%)
Value$1.0K (-$1.1M)
Filed 2026-11-02
Investment House LLC
INCREASED
Shares16,715 from 15,570
Change+1,145 (+7%)
Value$917.5K (+$56.0K)
Filed 2026-10-21
Dumont & Blake Investment Advisors LLC
INCREASED
Shares15,513 from 15,422
Change+91 (+1%)
Value$851.5K (-$1.8K)
Filed 2026-10-28
Level Four Advisory Services, LLC
DECREASED
Shares14,096 from 14,136
Change-40 (0%)
Value$773.7K (-$8.4K)
Filed 2026-11-06
Sava Infond d.o.o.
INCREASED
Shares14,000 from 13,580
Change+420 (+3%)
Value$768.5K (+$17.1K)
Filed 2026-10-28
Evanson Financial, LLC
INCREASED
Shares12,309 from 12,290
Change+19 (+0%)
Value$675.6K (-$4.4K)
Filed 2026-10-23
VestGen Advisors, LLC
INCREASED
Shares12,261 from 10,935
Change+1,326 (+12%)
Value$673.0K (+$68.0K)
Filed 2026-10-27
Northland Securities, Inc.
INCREASED
Shares11,371 from 10,802
Change+569 (+5%)
Value$624.2K (+$26.5K)
Filed 2026-11-02
Blue Capital, Inc.
NEW
Shares10,974
Change+10,974
Value$602.4K
Filed 2026-10-13
Iowa State Bank
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$548.9K (-$4.4K)
Filed 2026-10-06
Wisconsin Wealth Advisors, LLC
DECREASED
Shares9,902 from 12,772
Change-2,870 (-22%)
Value$543.5K (-$163.2K)
Filed 2026-10-08
Urban Wealth Management, LLC
UNCHANGED
Shares9,720 from 9,720
Change0 (0%)
Value$533.5K (-$4.3K)
Filed 2026-10-21
Wedbush Securities Inc
DECREASED
Shares9,305 from 9,476
Change-171 (-2%)
Value$511 (-$523.5K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares8,321 from 3,958
Change+4,363 (+110%)
Value$456.8K (+$237.8K)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
DECREASED
Shares7,851 from 9,085
Change-1,234 (-14%)
Value$462.3K (-$57.6K)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares7,641 from 7,165
Change+476 (+7%)
Value$419.0K (+$23.0K)
Filed 2026-11-05
First Heartland Consultants, Inc.
DECREASED
Shares7,636 from 10,072
Change-2,436 (-24%)
Value$419.1K (-$138.2K)
Filed 2026-10-08
Bensler, LLC
UNCHANGED
Shares7,310 from 7,310
Change0 (0%)
Value$401.2K (-$3.2K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
NEW
Shares7,307
Change+7,307
Value$401.1K
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,252 from 4,650
Change+2,602 (+56%)
Value$404.6K (+$139.6K)
Filed 2026-10-13
Purkiss Capital Advisors LLC
DECREASED
Shares7,146 from 7,196
Change-50 (-1%)
Value$392.3K (-$5.9K)
Filed 2026-11-06
KCM Investment Advisors LLC
UNCHANGED
Shares6,957 from 6,957
Change0 (0%)
Value$381.8K (-$3.1K)
Filed 2026-10-27
Creative Financial Designs Inc
NEW
Shares6,859
Change+6,859
Value$376.5K
Filed 2026-11-04
Crescent Grove Advisors, LLC
UNCHANGED
Shares6,591 from 6,591
Change0 (0%)
Value$361.8K (-$2.9K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
UNCHANGED
Shares6,490 from 6,490
Change0 (0%)
Value$356.2K (-$2.9K)
Filed 2026-10-08
Grimes & Co Wealth Management, LLC
DECREASED
Shares6,331 from 6,778
Change-447 (-7%)
Value$347.5K (-$27.5K)
Filed 2026-10-29
First Horizon Corp
UNCHANGED
Shares6,125 from 6,125
Change0 (0%)
Value$336.2K (-$2.7K)
Filed 2026-10-26
AlphaCore Capital LLC
UNCHANGED
Shares6,099 from 6,099
Change0 (0%)
Value$334.7K (-$2.7K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares5,904 from 6,255
Change-351 (-6%)
Value$324.1K (-$22.0K)
Filed 2026-10-08
Capital Square, LLC
DECREASED
Shares5,788 from 5,886
Change-98 (-2%)
Value$317.7K (-$17.7K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares5,701 from 8,526
Change-2,825 (-33%)
Value$312.9K (-$158.8K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares5,641 from 5,602
Change+39 (+1%)
Value$309.6K (-$325)
Filed 2026-10-22
Tritonpoint Wealth, LLC
UNCHANGED
Shares5,615 from 5,615
Change0 (0%)
Value$308.2K (-$2.5K)
Filed 2026-10-19
Glenview Trust Co
DECREASED
Shares5,439 from 6,089
Change-650 (-11%)
Value$298.5K (-$38.4K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED
Shares5,244 from 5,244
Change0 (0%)
Value$285.0K (-$14.1K)
Filed 2026-10-16
HBK Sorce Advisory LLC
DECREASED
Shares5,133 from 5,150
Change-17 (0%)
Value$305.5K (+$14.2K)
Filed 2026-11-06
Financial Solutions Advisory Group, Inc.
DECREASED
Shares4,856 from 4,880
Change-24 (0%)
Value$284.8K (+$5.0K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
DECREASED
Shares4,733 from 5,183
Change-450 (-9%)
Value$259.8K (-$27.0K)
Filed 2026-10-29
Primoris Wealth Advisors, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$247.0K (-$2.0K)
Filed 2026-10-28
Aviance Capital Partners, LLC
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$233.3K (-$1.9K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares4,220 from 4,220
Change0 (0%)
Value$231.6K (-$1.9K)
Filed 2026-10-30
TritonPoint Partners, LLC
DECREASED
Shares4,115 from 5,615
Change-1,500 (-27%)
Value$225.9K (-$84.8K)
Filed 2026-11-05
Weaver Capital Management LLC
DECREASED
Shares3,919 from 4,479
Change-560 (-12%)
Value$215.1K (+$27.7K)
Filed 2026-10-15
Symphony Financial, Ltd. Co.
NEW
Shares3,663
Change+3,663
Value$201.0K
Filed 2026-10-22
Bokf, NA
UNCHANGED
Shares3,595 from 3,595
Change0 (0%)
Value$197.3K (-$1.6K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares3,165 from 2,050
Change+1,115 (+54%)
Value$173.7K (+$60.3K)
Filed 2026-10-13
Financial Freedom, LLC
NEW
Shares2,539
Change+2,539
Value$139.3K
Filed 2026-11-06
Toth Financial Advisory Corp
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$129.0K (-$1.0K)
Filed 2026-10-08
10Elms LLP
INCREASED
Shares2,152 from 1,000
Change+1,152 (+115%)
Value$118.1K (+$62.8K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares1,966 from 1,993
Change-27 (-1%)
Value$107.9K (-$2.4K)
Filed 2026-11-05
Balentine LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$106.5K (-$853)
Filed 2026-11-03
Harbor Capital Advisors, Inc.
NEW
Shares1,913
Change+1,913
Value$105
Filed 2026-10-22
Powell Investment Advisors, LLC
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$95.8K (-$768)
Filed 2026-10-22
Tsfg, LLC
INCREASED
Shares1,598 from 1,596
Change+2 (+0%)
Value$88 (-$87.9K)
Filed 2026-10-23
Pathway Financial Advisers, LLC
NEW
Shares1,330
Change+1,330
Value$73.0K
Filed 2026-10-27
RMG Wealth Management LLC
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$70.2K (+$4.1K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,025 from 1,274
Change-249 (-20%)
Value$56.0K (-$1.0K)
Filed 2026-11-04
High Point Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$54.9K (-$440)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares993 from 940
Change+53 (+6%)
Value$54.5K (+$2.5K)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$50.8K (-$407)
Filed 2026-10-20
Ascentis Independent Advisors
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$47.5K (-$382)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$44.2K (-$355)
Filed 2026-10-13
Mondrian Investment Partners LTD
DECREASED
Shares741 from 2,973
Change-2,232 (-75%)
Value$43.6K (-$120.9K)
Filed 2026-10-23
City State Bank
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$34.3K (-$275)
Filed 2026-10-20
Chung Wu Investment Group, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27.4K (-$220)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27.4K (-$220)
Filed 2026-10-16
Harbor Asset Planning, Inc.
INCREASED
Shares478 from 476
Change+2 (+0%)
Value$26.2K (-$148)
Filed 2026-10-23
Register Financial Advisors LLC
DECREASED
Shares450 from 455
Change-5 (-1%)
Value$24.7K (-$474)
Filed 2026-10-23
Joseph Group Capital Management
DECREASED
Shares424 from 815
Change-391 (-48%)
Value$23.3K (-$21.8K)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$22.0K (-$180)
Filed 2026-10-21
Great Lakes Advisors, LLC
NEW
Shares340
Change+340
Value$18.7K
Filed 2026-11-06
Vima LLC
INCREASED
Shares340 from 265
Change+75 (+28%)
Value$18.7K (+$4.0K)
Filed 2026-10-23
IAG Wealth Partners, LLC
DECREASED
Shares300 from 390
Change-90 (-23%)
Value$16.5K (-$5.1K)
Filed 2026-11-06
Spire Wealth Management
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$14.4K (-$115)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
NEW
Shares255
Change+255
Value$13.9K
Filed 2026-11-04
Asset Dedication, LLC
NEW
Shares155
Change+155
Value$8.5K
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.2K (-$66)
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.2K (-$66)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$8.0K ($0)
Filed 2026-11-06
Bfsg, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$6.1K (-$49)
Filed 2026-10-30
Central Pacific Bank - Trust Division
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$6.0K (-$48)
Filed 2026-10-06
Realta Investment Advisors
DECREASED
Shares104 from 12,910
Change-12,806 (-99%)
Value$5.7K (-$708.6K)
Filed 2026-10-14
Bank of New Hampshire
NEW
Shares82
Change+82
Value$4.5K
Filed 2026-10-06
Rothwell Investment Advisors, LLC
NEW
Shares77
Change+77
Value$4.2K
Filed 2026-11-06
Team Financial Group, LLC
NEW
Shares53
Change+53
Value$2.9K
Filed 2026-10-30
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.5K (-$20)
Filed 2026-10-20
Covestor Ltd
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2 ($0)
Filed 2026-10-30
Global Trust Asset Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.4K (-$11)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares16
Change+16
Value$878
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$219 (-$1)
Filed 2026-10-26
Signature Equity Partners, LLC
NEW
Shares2
Change+2
Value$110
Filed 2026-10-29
Element Pointe Advisors, LLC
CLOSED
Shares0 from 482,108
Change-482,108 (-100%)
Value$0 (-$26.7M)
Filed 2026-10-21
FDx Advisors, Inc.
CLOSED
Shares0 from 48,388
Change-48,388 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 22,448
Change-22,448 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Equity Investment Corp
CLOSED
Shares0 from 6,961
Change-6,961 (-100%)
Value$0 (-$385.2K)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 6,468
Change-6,468 (-100%)
Value$0 (-$357.9K)
Filed 2026-11-05
Tlwm
CLOSED
Shares0 from 3,803
Change-3,803 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-09
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,280
Change-2,280 (-100%)
Value$0 (-$126.2K)
Filed 2026-11-06
Y.D. More Investments Ltd
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$82.4K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,048
Change-1,048 (-100%)
Value$0 (-$59.8K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$29.2K)
Filed 2026-10-26
SYM Financial Corp
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-26
Blueline Advisors LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$16.2K)
Filed 2026-10-15
JPMorgan Chase & Co
N/A
Shares— from 2,686,641
Change-2,686,641 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,025,353
Change-1,025,353 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 858,920
Change-858,920 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 484,617
Change-484,617 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 426,235
Change-426,235 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 378,026
Change-378,026 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 372,132
Change-372,132 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 358,093
Change-358,093 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 335,810
Change-335,810 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 333,171
Change-333,171 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 187,440
Change-187,440 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 178,672
Change-178,672 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 163,510
Change-163,510 (-100%)
Value—
UBS Group AG
N/A
Shares— from 147,434
Change-147,434 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 142,448
Change-142,448 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 123,051
Change-123,051 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 107,660
Change-107,660 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 106,851
Change-106,851 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 87,957
Change-87,957 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 50,022
Change-50,022 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 49,057
Change-49,057 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 42,382
Change-42,382 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 40,019
Change-40,019 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 39,630
Change-39,630 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 37,739
Change-37,739 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,537
Change-36,537 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 34,584
Change-34,584 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 30,973
Change-30,973 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 30,034
Change-30,034 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 28,211
Change-28,211 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,022
Change-27,022 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,591
Change-26,591 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 25,794
Change-25,794 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,667
Change-24,667 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,552
Change-20,552 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 20,260
Change-20,260 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 16,852
Change-16,852 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,529
Change-16,529 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 14,522
Change-14,522 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 14,314
Change-14,314 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,654
Change-13,654 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,298
Change-13,298 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 12,646
Change-12,646 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,851
Change-11,851 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 11,825
Change-11,825 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 10,583
Change-10,583 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,280
Change-10,280 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,765
Change-9,765 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 8,860
Change-8,860 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,047
Change-8,047 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 7,850
Change-7,850 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,328
Change-6,328 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 995
Change-995 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 735
Change-735 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
CNB Bank
N/A
Shares— from 610
Change-610 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 283
Change-283 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 272
Change-272 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 250
Change-250 (-100%)
Value—
Motco
N/A
Shares— from 250
Change-250 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 135
Change-135 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Blair William & Co
N/A
Shares— from 40
Change-40 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED1,814,1141,655,612+158,502+10%$91.6M$99.6M+$8.0M2026-11-06
Sather Financial Group Inc
INCREASED1,181,6421,069,109+112,533+11%$59.2M$64.9M+$5.7M2026-10-30
Bank of New York Mellon Corp
DECREASED187,078215,721-28,643-13%$11.9M$10.3M-$1.7M2026-11-05
Citigroup Inc
NEW109,990—+109,990——$6.0M—2026-11-04
Merit Financial Group, LLC
INCREASED85,01884,790+228+0%$4.7M$4.7M-$24.8K2026-11-06
Sage Advisory Services, Ltd.Co.
DECREASED84,64698,098-13,452-14%$5.4M$4.6M-$782.0K2026-10-29
Commonwealth Equity Services, LLC
DECREASED52,06756,626-4,559-8%$3.1M$2.9M-$275.2K2026-11-02
Avior Wealth Management, LLC
NEW37,724—+37,724——$2.1M—2026-10-13
Leuthold Group, LLC
DECREASED35,00038,245-3,245-8%$2.1M$1.9M-$194.9K2026-11-04
Kestra Advisory Services, LLC
INCREASED31,18627,981+3,205+11%$1.5M$1.7M+$163.6K2026-11-02
Robinson Value Management, Ltd.
NEW29,577—+29,577——$1.6M—2026-10-20
Creative Planning
INCREASED29,56528,716+849+3%$1.6M$1.6M+$34.0K2026-11-02
Fifth Third Securities, Inc.
INCREASED28,6038,662+19,941+230%$479.3K$1.6M+$1.1M2026-10-21
Barclays PLC
INCREASED26,3382,225+24,113+1084%$123.1K$1.4M+$1.3M2026-11-06
Prospera Financial Services Inc
INCREASED25,4805,321+20,159+379%$294.4K$1.5M+$1.2M2026-11-04
Trust Co of Toledo NA
UNCHANGED23,71423,71400%$1.3M$1.3M-$10.4K2026-10-16
Truist Financial Corp
DECREASED23,32223,752-430-2%$1.3M$1.3M-$34.1K2026-10-30
Sowell Financial Services LLC
INCREASED20,30620,145+161+1%$1.1M$1.1M-$692026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED18,77920,256-1,477-7%$1.1M$1.0K-$1.1M2026-11-02
Investment House LLC
INCREASED16,71515,570+1,145+7%$861.5K$917.5K+$56.0K2026-10-21
Dumont & Blake Investment Advisors LLC
INCREASED15,51315,422+91+1%$853.3K$851.5K-$1.8K2026-10-28
Level Four Advisory Services, LLC
DECREASED14,09614,136-400%$782.2K$773.7K-$8.4K2026-11-06
Sava Infond d.o.o.
INCREASED14,00013,580+420+3%$751.4K$768.5K+$17.1K2026-10-28
Evanson Financial, LLC
INCREASED12,30912,290+19+0%$680.0K$675.6K-$4.4K2026-10-23
VestGen Advisors, LLC
INCREASED12,26110,935+1,326+12%$605.0K$673.0K+$68.0K2026-10-27
Northland Securities, Inc.
INCREASED11,37110,802+569+5%$597.7K$624.2K+$26.5K2026-11-02
Blue Capital, Inc.
NEW10,974—+10,974——$602.4K—2026-10-13
Iowa State Bank
UNCHANGED10,00010,00000%$553.3K$548.9K-$4.4K2026-10-06
Wisconsin Wealth Advisors, LLC
DECREASED9,90212,772-2,870-22%$706.7K$543.5K-$163.2K2026-10-08
Urban Wealth Management, LLC
UNCHANGED9,7209,72000%$537.8K$533.5K-$4.3K2026-10-21
Wedbush Securities Inc
DECREASED9,3059,476-171-2%$524.0K$511-$523.5K2026-10-22
Fifth Third Bancorp
INCREASED8,3213,958+4,363+110%$219.0K$456.8K+$237.8K2026-11-05
Kraft, Davis & Associates, LLC
DECREASED7,8519,085-1,234-14%$519.8K$462.3K-$57.6K2026-10-21
Thrivent Financial for Lutherans
INCREASED7,6417,165+476+7%$396.0K$419.0K+$23.0K2026-11-05
First Heartland Consultants, Inc.
DECREASED7,63610,072-2,436-24%$557.3K$419.1K-$138.2K2026-10-08
Bensler, LLC
UNCHANGED7,3107,31000%$404.5K$401.2K-$3.2K2026-11-05
Baker Avenue Asset Management, LP
NEW7,307—+7,307——$401.1K—2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED7,2524,650+2,602+56%$265.0K$404.6K+$139.6K2026-10-13
Purkiss Capital Advisors LLC
DECREASED7,1467,196-50-1%$398.2K$392.3K-$5.9K2026-11-06
KCM Investment Advisors LLC
UNCHANGED6,9576,95700%$384.9K$381.8K-$3.1K2026-10-27
Creative Financial Designs Inc
NEW6,859—+6,859——$376.5K—2026-11-04
Crescent Grove Advisors, LLC
UNCHANGED6,5916,59100%$364.7K$361.8K-$2.9K2026-10-21
Valeo Financial Advisors, LLC
UNCHANGED6,4906,49000%$359.1K$356.2K-$2.9K2026-10-08
Grimes & Co Wealth Management, LLC
DECREASED6,3316,778-447-7%$375.0K$347.5K-$27.5K2026-10-29
First Horizon Corp
UNCHANGED6,1256,12500%$338.9K$336.2K-$2.7K2026-10-26
AlphaCore Capital LLC
UNCHANGED6,0996,09900%$337.4K$334.7K-$2.7K2026-11-04
Farther Finance Advisors, LLC
DECREASED5,9046,255-351-6%$346.1K$324.1K-$22.0K2026-10-08
Capital Square, LLC
DECREASED5,7885,886-98-2%$335.4K$317.7K-$17.7K2026-10-19
Lanark Financial, Inc.
DECREASED5,7018,526-2,825-33%$471.7K$312.9K-$158.8K2026-10-26
Perigon Wealth Management, LLC
INCREASED5,6415,602+39+1%$310.0K$309.6K-$3252026-10-22
Tritonpoint Wealth, LLC
UNCHANGED5,6155,61500%$310.7K$308.2K-$2.5K2026-10-19
Glenview Trust Co
DECREASED5,4396,089-650-11%$336.9K$298.5K-$38.4K2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED5,2445,24400%$299.1K$285.0K-$14.1K2026-10-16
HBK Sorce Advisory LLC
DECREASED5,1335,150-170%$291.2K$305.5K+$14.2K2026-11-06
Financial Solutions Advisory Group, Inc.
DECREASED4,8564,880-240%$279.8K$284.8K+$5.0K2026-10-28
Koshinski Asset Management, Inc.
DECREASED4,7335,183-450-9%$286.8K$259.8K-$27.0K2026-10-29
Primoris Wealth Advisors, LLC
UNCHANGED4,5004,50000%$249.0K$247.0K-$2.0K2026-10-28
Aviance Capital Partners, LLC
UNCHANGED4,2504,25000%$235.2K$233.3K-$1.9K2026-10-29
Joseph P. Lucia & Associates, LLC
UNCHANGED4,2204,22000%$233.5K$231.6K-$1.9K2026-10-30
TritonPoint Partners, LLC
DECREASED4,1155,615-1,500-27%$310.7K$225.9K-$84.8K2026-11-05
Weaver Capital Management LLC
DECREASED3,9194,479-560-12%$187.4K$215.1K+$27.7K2026-10-15
Symphony Financial, Ltd. Co.
NEW3,663—+3,663——$201.0K—2026-10-22
Bokf, NA
UNCHANGED3,5953,59500%$198.9K$197.3K-$1.6K2026-10-27
Harbor Investment Advisory, LLC
INCREASED3,1652,050+1,115+54%$113.4K$173.7K+$60.3K2026-10-13
Financial Freedom, LLC
NEW2,539—+2,539——$139.3K—2026-11-06
Toth Financial Advisory Corp
UNCHANGED2,3502,35000%$130.0K$129.0K-$1.0K2026-10-08
10Elms LLP
INCREASED2,1521,000+1,152+115%$55.3K$118.1K+$62.8K2026-11-06
US Bancorp \de\
DECREASED1,9661,993-27-1%$110.3K$107.9K-$2.4K2026-11-05
Balentine LLC
UNCHANGED1,9401,94000%$107.3K$106.5K-$8532026-11-03
Harbor Capital Advisors, Inc.
NEW1,913—+1,913——$105—2026-10-22
Powell Investment Advisors, LLC
UNCHANGED1,7451,74500%$96.6K$95.8K-$7682026-10-22
Tsfg, LLC
INCREASED1,5981,596+2+0%$88.0K$88-$87.9K2026-10-23
Pathway Financial Advisers, LLC
NEW1,330—+1,330——$73.0K—2026-10-27
RMG Wealth Management LLC
UNCHANGED1,1591,15900%$66.2K$70.2K+$4.1K2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED1,0251,274-249-20%$57.0K$56.0K-$1.0K2026-11-04
High Point Wealth Management, LLC
UNCHANGED1,0001,00000%$55.3K$54.9K-$4402026-11-05
PNC Financial Services Group, Inc.
INCREASED993940+53+6%$52.0K$54.5K+$2.5K2026-11-06
Private Trust Co NA
UNCHANGED92592500%$51.2K$50.8K-$4072026-10-20
Ascentis Independent Advisors
UNCHANGED86686600%$47.9K$47.5K-$3822026-11-03
Cape Investment Advisory, Inc.
UNCHANGED80580500%$44.5K$44.2K-$3552026-10-13
Mondrian Investment Partners LTD
DECREASED7412,973-2,232-75%$164.5K$43.6K-$120.9K2026-10-23
City State Bank
UNCHANGED62562500%$34.6K$34.3K-$2752026-10-20
Chung Wu Investment Group, LLC
UNCHANGED50050000%$27.7K$27.4K-$2202026-11-03
IFP Advisors, Inc
UNCHANGED50050000%$27.7K$27.4K-$2202026-10-16
Harbor Asset Planning, Inc.
INCREASED478476+2+0%$26.4K$26.2K-$1482026-10-23
Register Financial Advisors LLC
DECREASED450455-5-1%$25.2K$24.7K-$4742026-10-23
Joseph Group Capital Management
DECREASED424815-391-48%$45.1K$23.3K-$21.8K2026-11-04
Piscataqua Savings Bank
UNCHANGED40040000%$22.1K$22.0K-$1802026-10-21
Great Lakes Advisors, LLC
NEW340—+340——$18.7K—2026-11-06
Vima LLC
INCREASED340265+75+28%$14.7K$18.7K+$4.0K2026-10-23
IAG Wealth Partners, LLC
DECREASED300390-90-23%$21.6K$16.5K-$5.1K2026-11-06
Spire Wealth Management
UNCHANGED26226200%$14.5K$14.4K-$1152026-10-30
Allspring Global Investments Holdings, LLC
NEW255—+255——$13.9K—2026-11-04
Asset Dedication, LLC
NEW155—+155——$8.5K—2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED15015000%$8.3K$8.2K-$662026-10-27
Thompson Investment Management, Inc.
UNCHANGED15015000%$8.3K$8.2K-$662026-10-14
Allworth Financial LP
UNCHANGED14514500%$8.0K$8.0K$02026-11-06
Bfsg, LLC
UNCHANGED11211200%$6.2K$6.1K-$492026-10-30
Central Pacific Bank - Trust Division
UNCHANGED11011000%$6.1K$6.0K-$482026-10-06
Realta Investment Advisors
DECREASED10412,910-12,806-99%$714.3K$5.7K-$708.6K2026-10-14
Bank of New Hampshire
NEW82—+82——$4.5K—2026-10-06
Rothwell Investment Advisors, LLC
NEW77—+77——$4.2K—2026-11-06
Team Financial Group, LLC
NEW53—+53——$2.9K—2026-10-30
Portfolio Resources Advisor Group, Inc.
UNCHANGED454500%$2.5K$2.5K-$202026-10-20
Covestor Ltd
UNCHANGED404000%$2$2$02026-10-30
Global Trust Asset Management, LLC
UNCHANGED252500%$1.4K$1.4K-$112026-10-19
Root Financial Partners, LLC
NEW16—+16——$878—2026-10-21
Abound Wealth Management
UNCHANGED4400%$220$219-$12026-10-26
Signature Equity Partners, LLC
NEW2—+2——$110—2026-10-29
Element Pointe Advisors, LLC
CLOSED0482,108-482,108-100%$26.7M$0-$26.7M2026-10-21
FDx Advisors, Inc.
CLOSED048,388-48,388-100%$2.7M$0-$2.7M2026-11-05
Jefferies Financial Group Inc.
CLOSED022,448-22,448-100%$1.2M$0-$1.2M2026-11-05
Equity Investment Corp
CLOSED06,961-6,961-100%$385.2K$0-$385.2K2026-11-04
Imc-Chicago, LLC
CLOSED06,468-6,468-100%$357.9K$0-$357.9K2026-11-05
Tlwm
CLOSED03,803-3,803-100%$210.4K$0-$210.4K2026-10-09
Institute for Wealth Management, Llc.
CLOSED02,280-2,280-100%$126.2K$0-$126.2K2026-11-06
Y.D. More Investments Ltd
CLOSED01,490-1,490-100%$82.4K$0-$82.4K2026-11-02
International Assets Investment Management, LLC
CLOSED01,048-1,048-100%$59.8K$0-$59.8K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED0527-527-100%$29.2K$0-$29.2K2026-10-26
SYM Financial Corp
CLOSED0320-320-100%$17.7K$0-$17.7K2026-10-26
Blueline Advisors LLC
CLOSED061-61-100%$16.2K$0-$16.2K2026-10-15
JPMorgan Chase & Co
N/A—2,686,641-2,686,641-100%$148.7M———
Phoenix Financial Ltd.
N/A—1,025,353-1,025,353-100%$56.7M———
Morgan Stanley
N/A—858,920-858,920-100%$47.5M———
Royal Bank of Canada
N/A—484,617-484,617-100%$26.8M———
Bank of America Corp
N/A—426,235-426,235-100%$23.6M———
Tidal Investments LLC
N/A—378,026-378,026-100%$20.9M———
Wells Fargo & Company
N/A—372,132-372,132-100%$20.6M———
Kingsview Wealth Management, LLC
N/A—358,093-358,093-100%$19.8M———
Wharton Business Group, LLC
N/A—335,810-335,810-100%$18.6M———
Envestnet Asset Management Inc
N/A—333,171-333,171-100%$18.4M———
Goldman Sachs Group Inc
N/A—187,440-187,440-100%$10.4M———
Cetera Investment Advisers
N/A—178,672-178,672-100%$9.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—163,510-163,510-100%$9.0M———
UBS Group AG
N/A—147,434-147,434-100%$8.2M———
Raymond James Financial Inc
N/A—142,448-142,448-100%$7.9M———
Stifel Financial Corp
N/A—123,051-123,051-100%$6.8M———
Northwestern Mutual Wealth Management Co
N/A—107,660-107,660-100%$6.0M———
Mercer Global Advisors Inc
N/A—106,851-106,851-100%$5.9M———
Martin & Co Inc
N/A—87,957-87,957-100%$4.9M———
BNP Paribas Financial Markets
N/A—50,022-50,022-100%$2.8M———
Peapack Gladstone Financial Corp
N/A—49,057-49,057-100%$2.7M———
IFG Advisory, LLC
N/A—42,382-42,382-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—40,019-40,019-100%$2.2M———
Janney Montgomery Scott LLC
N/A—39,630-39,630-100%$2.2M———
Harbour Investments, Inc.
N/A—37,739-37,739-100%$2.1M———
Susquehanna International Group, LLP
N/A—36,537-36,537-100%$2.0M———
Beacon Pointe Advisors, LLC
N/A—34,584-34,584-100%$1.9M———
Wexford Capital LP
N/A—30,973-30,973-100%$1.7M———
Ameriprise Financial Inc
N/A—30,034-30,034-100%$1.7M———
Hills Bank & Trust Co
N/A—28,211-28,211-100%$1.6M———
Osaic Holdings, Inc.
N/A—27,022-27,022-100%$1.5M———
Jones Financial Companies Lllp
N/A—26,591-26,591-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—25,794-25,794-100%$1.4M———
HighTower Advisors, LLC
N/A—24,667-24,667-100%$1.4M———
FMR LLC
N/A—20,552-20,552-100%$1.1M———
Quadrature Capital Ltd
N/A—20,260-20,260-100%$1.1M———
GTS Securities LLC
N/A—16,852-16,852-100%$932.4K———
Tower Research Capital LLC (TRC)
N/A—16,529-16,529-100%$914.6K———
Two Sigma Investments, LP
N/A—14,522-14,522-100%$803.5K———
Scotia Capital Inc.
N/A—14,314-14,314-100%$792.1K———
Neuberger Berman Group LLC
N/A—13,654-13,654-100%$755.5K———
MML Investors Services, LLC
N/A—13,298-13,298-100%$735.8K———
Shelton Capital Management
N/A—12,646-12,646-100%$699.7K———
Principal Securities, Inc.
N/A—12,317-12,317-100%$681.5K———
Cerity Partners LLC
N/A—12,297-12,297-100%$680.4K———
Focus Partners Wealth
N/A—11,851-11,851-100%$655.8K———
Voya Financial Advisors, Inc.
N/A—11,825-11,825-100%$654.3K———
Caprock Group, LLC
N/A—11,450-11,450-100%$633.5K———
Federation des caisses Desjardins du Quebec
N/A—10,583-10,583-100%$585.6K———
Cresset Asset Management, LLC
N/A—10,280-10,280-100%$568.8K———
Arax Advisory Partners
N/A—9,765-9,765-100%$540.3K———
IEQ Capital, LLC
N/A—9,545-9,545-100%$528.1K———
Garrison Point Advisors, LLC
N/A—8,860-8,860-100%$490.2K———
MAI Capital Management
N/A—8,050-8,050-100%$445.4K———
Advisory Services Network, LLC
N/A—8,047-8,047-100%$445.3K———
First Foundation Advisors
N/A—7,850-7,850-100%$434.3K———
Haverford Trust Co
N/A—7,365-7,365-100%$407.5K———
Steward Partners Investment Advisory, LLC
N/A—6,772-6,772-100%$374.7K———
Captrust Financial Advisors
N/A—6,328-6,328-100%$350.1K———
PFG Investments, LLC
N/A—6,283-6,283-100%$347.7K———
UBS Asset Management Americas LLC
N/A—6,186-6,186-100%$342.3K———
Equitable Holdings, Inc.
N/A—5,929-5,929-100%$328.1K———
World Investment Advisors
N/A—5,766-5,766-100%$314.0K———
Mason & Associates Inc
N/A—5,485-5,485-100%$303.5K———
Envision Financial Transparency, LLC
N/A—5,262-5,262-100%$279.4K———
Waterloo Capital, L.P.
N/A—4,828-4,828-100%$267.1K———
Dakota Wealth Management
N/A—4,705-4,705-100%$260.3K———
Stephens Inc
N/A—4,685-4,685-100%$259.2K———
Bouchey Financial Group, Ltd.
N/A—4,591-4,591-100%$254.0K———
Arkadios Wealth Advisors
N/A—4,523-4,523-100%$250.3K———
Brown Advisory Inc
N/A—4,166-4,166-100%$230.5K———
Quantinno Capital Management LP
N/A—4,060-4,060-100%$224.6K———
BlackRock, Inc.
N/A—4,039-4,039-100%$223.5K———
V2 Financial group LLC
N/A—4,000-4,000-100%$221.3K———
Private Advisor Group, LLC
N/A—3,838-3,838-100%$212.4K———
Two Sigma Securities, LLC
N/A—3,807-3,807-100%$210.6K———
Laird Norton Wetherby Trust Company, LLC
N/A—3,756-3,756-100%$207.8K———
EP Wealth Advisors, LLC
N/A—2,910-2,910-100%$161.0K———
Global Retirement Partners, LLC
N/A—2,776-2,776-100%$153.6K———
Bank of Montreal
N/A—2,415-2,415-100%$133.6K———
N.E.W. Advisory Services LLC
N/A—1,845-1,845-100%$102.1K———
BFC Planning, Inc.
N/A—1,753-1,753-100%$97.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,620-1,620-100%$89.7K———
Smartleaf Asset Management LLC
N/A—1,200-1,200-100%$66.4K———
Founders Financial Alliance, LLC
N/A—1,182-1,182-100%$65.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,044-1,044-100%$57.8K———
Brentview Investment Management LLC
N/A—1,000-1,000-100%$55.3K———
HighMark Wealth Management LLC
N/A—1,000-1,000-100%$55.3K———
Keating Financial Advisory Services, Inc.
N/A—995-995-100%$55.1K———
Nalls Sherbakoff Group, LLC
N/A—866-866-100%$47.9K———
WealthShield Partners, LLC
N/A—781-781-100%$43.2K———
Top Private Wealth Llc.
N/A—735-735-100%$40.7K———
Strive Financial Group,LLC
N/A—670-670-100%$37.1K———
O'shaughnessy Asset Management, LLC
N/A—613-613-100%$33.9K———
CNB Bank
N/A—610-610-100%$33.8K———
Ameritas Investment Partners, Inc.
N/A—604-604-100%$33.4K———
Vanguard National Trust Co
N/A—500-500-100%$27.7K———
SOA Wealth Advisors, Llc.
N/A—500-500-100%$27.7K———
Cheviot Value Management, LLC
N/A—299-299-100%$16.5K———
Proffitt & Goodson Inc
N/A—283-283-100%$15.7K———
Mcguire Capital Advisors Inc
N/A—272-272-100%$15.1K———
Vision Retirement, LLC
N/A—250-250-100%$13.8K———
Steigerwald, Gordon & Koch Inc.
N/A—250-250-100%$13.8K———
National Bank of Canada
N/A—250-250-100%$13.8K———
Motco
N/A—250-250-100%$13.8K———
Cbiz Investment Advisory Services, LLC
N/A—164-164-100%$6.9K———
Broadwater Capital Management LLC
N/A—160-160-100%$8.9K———
NewEdge Advisors, LLC
N/A—150-150-100%$8.3K———
Hollencrest Capital Management
N/A—135-135-100%$7.5K———
Godfrey Financial Associates, Inc.
N/A—100-100-100%$5.5K———
Continuum Advisory, LLC
N/A—57-57-100%$3.2K———
Blair William & Co
N/A—40-40-100%$2.2K———
Tidemark, LLC
N/A—24-24-100%$1.3K———
Aptus Capital Advisors, LLC
N/A—11-11-100%$609———
Capital Advisor Network LLC
N/A—3-3-100%$166———
Huntington National Bank
N/A—1-1-100%$55———
Oakmont Advisory Group, LLC
N/A—00—$10———
Showing 238 of 238 institutions