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Ishares US Pharmaceuticals E (IHE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares2,704,418 from 2,732,837
Change-28,419 (-1%)
Value$271.8M (+$1.3M)
Filed 2026-11-06
MinichMacGregor Wealth Management, LLC
NEW
Shares319,306
Change+319,306
Value$32.1M
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares311,911 from 230,925
Change+80,986 (+35%)
Value$31.4M (+$8.5M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
NEW
Shares252,840
Change+252,840
Value$25.4M
Filed 2026-10-28
McElhenny Sheffield Capital Management, LLC
NEW
Shares131,327
Change+131,327
Value$13.2M
Filed 2026-11-06
Prospera Financial Services Inc
NEW
Shares130,953
Change+130,953
Value$14.1M
Filed 2026-11-04
Arkansas Financial Group, Inc.
INCREASED
Shares76,892 from 23,489
Change+53,403 (+227%)
Value$7.7M (+$5.4M)
Filed 2026-10-26
Well Done, LLC
NEW
Shares75,448
Change+75,448
Value$7.6M
Filed 2026-10-20
Virtue Capital Management, LLC
NEW
Shares62,063
Change+62,063
Value$6.2M
Filed 2026-10-29
Congress Asset Management Co
NEW
Shares55,779
Change+55,779
Value$55.8K
Filed 2026-10-06
AdvisorNet Financial, Inc
INCREASED
Shares52,512 from 493
Change+52,019 (+10552%)
Value$5.2M (+$5.2M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares43,494 from 9,721
Change+33,773 (+347%)
Value$4.4M (+$3.4M)
Filed 2026-10-30
VestGen Advisors, LLC
NEW
Shares37,263
Change+37,263
Value$3.7M
Filed 2026-10-27
FFG Partners, LLC
INCREASED
Shares36,478 from 35,599
Change+879 (+2%)
Value$3.7M (+$142.1K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares36,224 from 31,245
Change+4,979 (+16%)
Value$3.6M (+$547.7K)
Filed 2026-11-06
Cadent Capital Advisors, LLC
INCREASED
Shares35,010 from 2,503
Change+32,507 (+1299%)
Value$3.5M (+$3.3M)
Filed 2026-10-09
Patten & Patten Inc
INCREASED
Shares26,315 from 24,815
Change+1,500 (+6%)
Value$2.6M (+$188.3K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares23,820 from 25,914
Change-2,094 (-8%)
Value$2.4M (-$171.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares23,771 from 3,367
Change+20,404 (+606%)
Value$2.4K (-$330.6K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares23,689 from 5,627
Change+18,062 (+321%)
Value$2.4M (+$1.8M)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
DECREASED
Shares23,133 from 52,448
Change-29,315 (-56%)
Value$2.3M (-$2.9M)
Filed 2026-10-16
Wagner Wealth Management, Corp
INCREASED
Shares22,137 from 20,933
Change+1,204 (+6%)
Value$2.2M (+$152.6K)
Filed 2026-10-20
Thrivent Financial for Lutherans
NEW
Shares20,539
Change+20,539
Value$2.1M
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares19,633 from 19,008
Change+625 (+3%)
Value$2.0M (+$91.5K)
Filed 2026-10-28
Massachusetts Wealth Management
DECREASED
Shares14,480 from 14,625
Change-145 (-1%)
Value$1.5M (+$7.5K)
Filed 2026-10-21
Strategy Asset Managers LLC
INCREASED
Shares12,341 from 12,221
Change+120 (+1%)
Value$1.2M (+$30.5K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
DECREASED
Shares11,283 from 11,310
Change-27 (0%)
Value$1.1M (+$14.4K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares10,971 from 6,489
Change+4,482 (+69%)
Value$1.1M (+$460.3K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares10,026 from 6,916
Change+3,110 (+45%)
Value$1.0M (+$323.1K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,915 from 6,661
Change+3,254 (+49%)
Value$980.2K (+$310.7K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares9,837 from 9,262
Change+575 (+6%)
Value$988.9K (+$71.9K)
Filed 2026-11-02
Schuylkill Financial LLC
DECREASED
Shares9,770 from 10,018
Change-248 (-2%)
Value$982.1K (-$9.9K)
Filed 2026-10-21
SeaBridge Investment Advisors LLC
INCREASED
Shares9,351 from 9,341
Change+10 (+0%)
Value$940.0K (+$15.1K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
UNCHANGED
Shares9,093 from 9,093
Change0 (0%)
Value$914.0K (+$13.7K)
Filed 2026-10-21
Davenport & Co LLC
NEW
Shares8,746
Change+8,746
Value$879.1K
Filed 2026-10-14
Summit Global Investments
DECREASED
Shares8,580 from 8,822
Change-242 (-3%)
Value$862 (-$872.1K)
Filed 2026-10-28
Lynx Investment Advisory
INCREASED
Shares8,092 from 7,322
Change+770 (+11%)
Value$813.4K (+$88.5K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares7,898 from 6,773
Change+1,125 (+17%)
Value$793.9K (+$123.3K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares7,516 from 105
Change+7,411 (+7058%)
Value$744.1K (+$733.6K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares7,478 from 6,786
Change+692 (+10%)
Value$751.7K (+$79.8K)
Filed 2026-10-26
Atria Investments, Inc
NEW
Shares7,200
Change+7,200
Value$723.7K
Filed 2026-10-15
Raleigh Capital Management Inc.
INCREASED
Shares7,093 from 389
Change+6,704 (+1723%)
Value$713.0K (+$674.5K)
Filed 2026-10-28
Realta Investment Advisors
INCREASED
Shares6,870 from 144
Change+6,726 (+4671%)
Value$690.6K (+$676.3K)
Filed 2026-10-14
American Institute for Advanced Investment Management, LLP
INCREASED
Shares6,668 from 5,457
Change+1,211 (+22%)
Value$670.2K (+$129.9K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares6,265 from 6,415
Change-150 (-2%)
Value$629.8K (-$5.4K)
Filed 2026-10-22
Woodmont Investment Counsel LLC
UNCHANGED
Shares5,574 from 5,574
Change0 (0%)
Value$560.3K (+$8.4K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares5,489 from 4,976
Change+513 (+10%)
Value$551.8K (+$59.1K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
NEW
Shares5,312
Change+5,312
Value$533.9K
Filed 2026-11-06
Purewater Capital LLC
NEW
Shares5,224
Change+5,224
Value$525.1K
Filed 2026-10-23
Baker Avenue Asset Management, LP
DECREASED
Shares4,911 from 4,924
Change-13 (0%)
Value$493.7K (+$6.2K)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED
Shares4,498 from 4,567
Change-69 (-2%)
Value$452.1K (-$39)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,483 from 4,481
Change+2 (+0%)
Value$450.7K (+$7.0K)
Filed 2026-10-23
Capital Wealth Alliance, LLC
NEW
Shares4,285
Change+4,285
Value$430.7K
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares4,138 from 266
Change+3,872 (+1456%)
Value$416.0K (+$389.6K)
Filed 2026-11-04
Heritage OAK Wealth Advisors LLC
NEW
Shares4,014
Change+4,014
Value$403.5K
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares3,764 from 3,779
Change-15 (0%)
Value$378.4K (+$4.2K)
Filed 2026-11-02
Financial Partners Group, Inc
DECREASED
Shares3,679 from 3,765
Change-86 (-2%)
Value$369.8K (-$3.0K)
Filed 2026-10-19
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares3,615 from 3,615
Change0 (0%)
Value$363.4K (+$5.5K)
Filed 2026-10-13
Insight Wealth Strategies, LLC
DECREASED
Shares3,461 from 122,642
Change-119,181 (-97%)
Value$347.9K (-$11.7M)
Filed 2026-10-09
Essex Bank
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$331.7K (+$5.0K)
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$307.6K (+$4.6K)
Filed 2026-10-13
Hudock, Inc.
DECREASED
Shares3,056 from 3,234
Change-178 (-5%)
Value$307.3K (-$12.9K)
Filed 2026-10-14
Manchester Capital Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$301.6K (+$4.5K)
Filed 2026-10-22
Commonwealth Retirement Investments LLC
UNCHANGED
Shares2,967 from 2,967
Change0 (0%)
Value$298.2K (+$4.5K)
Filed 2026-10-26
StoneX Group Inc.
NEW
Shares2,833
Change+2,833
Value$286.0K
Filed 2026-11-03
Cornerstone Wealth Group, LLC
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$281.1K (+$4.2K)
Filed 2026-11-02
Y.D. More Investments Ltd
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$271.4K (+$4.1K)
Filed 2026-11-02
Ellerson Group Inc
DECREASED
Shares2,617 from 2,619
Change-2 (0%)
Value$279.3K (+$20.0K)
Filed 2026-11-04
Aviance Capital Partners, LLC
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$242.5K (+$3.6K)
Filed 2026-10-29
Bank of New York Mellon Corp
NEW
Shares2,409
Change+2,409
Value$242.2K
Filed 2026-11-05
Nova Financial LLC
NEW
Shares2,344
Change+2,344
Value$235.7K
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares2,234 from 2,158
Change+76 (+4%)
Value$224.6K (+$10.4K)
Filed 2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED
Shares2,196 from 2,196
Change0 (0%)
Value$220.7K (+$3.3K)
Filed 2026-10-16
Aprio Wealth Management, LLC
INCREASED
Shares2,110 from 2,100
Change+10 (+0%)
Value$212.1K (+$4.2K)
Filed 2026-10-28
Prism Advisors, Inc.
UNCHANGED
Shares2,108 from 2,108
Change0 (0%)
Value$208.4K (-$316)
Filed 2026-10-09
Chicago Partners Investment Group LLC
INCREASED
Shares2,049 from 2,045
Change+4 (+0%)
Value$210.0K (+$1.4K)
Filed 2026-10-27
Fulcrum Equity Management
NEW
Shares2,006
Change+2,006
Value$201.7K
Filed 2026-10-21
Kingdom Financial Group Llc.
NEW
Shares1,827
Change+1,827
Value$183.7K
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares1,589 from 1,490
Change+99 (+7%)
Value$157.3K (+$9.8K)
Filed 2026-11-06
AlphaCore Capital LLC
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$129.7K (+$1.9K)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
DECREASED
Shares1,141 from 1,364
Change-223 (-16%)
Value$114.7K (-$20.4K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$98.2K (+$1.5K)
Filed 2026-10-27
Valley Wealth Managers, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$90.5K (+$1.4K)
Filed 2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$86.1K (+$600)
Filed 2026-10-16
Simplex Trading, LLC
NEW
Shares809
Change+809
Value$81.3K
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$74.7K (+$1.1K)
Filed 2026-10-14
Lanark Financial, Inc.
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$68.9K (+$1.0K)
Filed 2026-10-26
Union Bancaire Privee, UBP SA
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$59.5K (+$1.7K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
NEW
Shares636
Change+636
Value$63.9K
Filed 2026-10-15
Trust Co of Vermont
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$61.2K (+$920)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares591 from 1,365
Change-774 (-57%)
Value$59.4K (-$75.7K)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$58.2K (+$874)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares510
Change+510
Value$51.3K
Filed 2026-10-21
Piscataqua Savings Bank
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$50.1K (+$752)
Filed 2026-10-21
Blueline Advisors LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$48.3K (+$725)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares467 from 188
Change+279 (+148%)
Value$46.9K (+$28.4K)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$45.2K (+$679)
Filed 2026-10-20
CX Institutional
INCREASED
Shares445 from 432
Change+13 (+3%)
Value$45 (+$2)
Filed 2026-10-02
Clearstead Advisors, LLC
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$43.1K (+$648)
Filed 2026-11-06
Balance Wealth Partners LLC
NEW
Shares420
Change+420
Value$42.2K
Filed 2026-10-27
Pittenger & Anderson Inc
NEW
Shares310
Change+310
Value$31.2K
Filed 2026-11-02
Fairscale Capital, LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$32.6K (+$2.6K)
Filed 2026-11-04
Duncker Streett & Co Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$30.2K (+$453)
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
NEW
Shares250
Change+250
Value$25.1K
Filed 2026-11-02
US Bancorp \de\
NEW
Shares235
Change+235
Value$23.6K
Filed 2026-11-05
Harbor Asset Planning, Inc.
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$23.4K (+$414)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares227 from 190
Change+37 (+19%)
Value$22.8K (+$4.0K)
Filed 2026-10-20
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$21.1K (+$317)
Filed 2026-10-30
Parallel Advisors, LLC
NEW
Shares190
Change+190
Value$19.1K
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$16.9K (+$254)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares154
Change+154
Value$15.4K
Filed 2026-10-27
High Point Wealth Management, LLC
INCREASED
Shares154 from 153
Change+1 (+1%)
Value$15.5K (+$273)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$15.1K (+$226)
Filed 2026-10-30
EPG Wealth Management LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$10.9K (+$193)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$10.2K (+$153)
Filed 2026-10-16
Evolution Wealth Management Inc.
NEW
Shares100
Change+100
Value$10.1K
Filed 2026-10-28
Larson Financial Group LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$9.7K (+$153)
Filed 2026-11-05
Yankcom Partnership
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$8.1K (+$122)
Filed 2026-10-15
James T. Borello RIA
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$7.2K (+$108)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$7.2K (+$108)
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.7K (+$86)
Filed 2026-11-02
IMG Wealth Management, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.7K (+$102)
Filed 2026-10-27
First Command Advisory Services, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$5.4K (+$81)
Filed 2026-11-05
Montag A & Associates Inc
NEW
Shares50
Change+50
Value$5.0K
Filed 2026-10-29
North Star Investment Management Corp.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.1K (+$19)
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares7
Change+7
Value$713
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 190,000
Change-190,000 (-100%)
Value$0 (-$18.8M)
Filed 2026-11-03
Monument Capital Management
CLOSED
Shares0 from 60,787
Change-60,787 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-09
Accurate Wealth Management, LLC
CLOSED
Shares0 from 47,786
Change-47,786 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-20
Highland Capital Management, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$990.1K)
Filed 2026-10-26
Kesler, Norman & Wride, LLC
CLOSED
Shares0 from 4,490
Change-4,490 (-100%)
Value$0 (-$444.6K)
Filed 2026-11-06
Avior Wealth Management, LLC
CLOSED
Shares0 from 4,271
Change-4,271 (-100%)
Value$0 (-$422.9K)
Filed 2026-10-13
Focus Financial Network, Inc.
CLOSED
Shares0 from 2,221
Change-2,221 (-100%)
Value$0 (-$219.9K)
Filed 2026-10-14
Islay Capital Management, LLC
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$62.4K)
Filed 2026-10-20
GFS Advisors, LLC
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-03
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$12.8K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$891)
Filed 2026-10-23
Bank of America Corp
N/A
Shares— from 862,713
Change-862,713 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 553,812
Change-553,812 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 457,623
Change-457,623 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 192,500
Change-192,500 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 185,841
Change-185,841 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 135,148
Change-135,148 (-100%)
Value—
UBS Group AG
N/A
Shares— from 110,100
Change-110,100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 75,451
Change-75,451 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 75,432
Change-75,432 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 71,836
Change-71,836 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 52,491
Change-52,491 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 49,456
Change-49,456 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,401
Change-43,401 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 41,731
Change-41,731 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 37,534
Change-37,534 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 35,469
Change-35,469 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 30,321
Change-30,321 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 26,020
Change-26,020 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,775
Change-24,775 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22,455
Change-22,455 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 20,360
Change-20,360 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,171
Change-20,171 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,565
Change-19,565 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,639
Change-18,639 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 17,707
Change-17,707 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 15,849
Change-15,849 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 13,205
Change-13,205 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 11,958
Change-11,958 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 11,525
Change-11,525 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,068
Change-10,068 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,572
Change-9,572 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,211
Change-9,211 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,820
Change-7,820 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,077
Change-7,077 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,215
Change-6,215 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
&partners
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 798
Change-798 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 480
Change-480 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 330
Change-330 (-100%)
Value—
Blair William & Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 291
Change-291 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 281
Change-281 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 231
Change-231 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 198
Change-198 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 178
Change-178 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 177
Change-177 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 144
Change-144 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 109
Change-109 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 92
Change-92 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 84
Change-84 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 54
Change-54 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED2,704,4182,732,837-28,419-1%$270.6M$271.8M+$1.3M2026-11-06
MinichMacGregor Wealth Management, LLC
NEW319,306—+319,306——$32.1M—2026-10-14
LPL Financial LLC
INCREASED311,911230,925+80,986+35%$22.9M$31.4M+$8.5M2026-11-06
Exchange Traded Concepts, LLC
NEW252,840—+252,840——$25.4M—2026-10-28
McElhenny Sheffield Capital Management, LLC
NEW131,327—+131,327——$13.2M—2026-11-06
Prospera Financial Services Inc
NEW130,953—+130,953——$14.1M—2026-11-04
Arkansas Financial Group, Inc.
INCREASED76,89223,489+53,403+227%$2.3M$7.7M+$5.4M2026-10-26
Well Done, LLC
NEW75,448—+75,448——$7.6M—2026-10-20
Virtue Capital Management, LLC
NEW62,063—+62,063——$6.2M—2026-10-29
Congress Asset Management Co
NEW55,779—+55,779——$55.8K—2026-10-06
AdvisorNet Financial, Inc
INCREASED52,512493+52,019+10552%$48.8K$5.2M+$5.2M2026-10-15
Truist Financial Corp
INCREASED43,4949,721+33,773+347%$962.5K$4.4M+$3.4M2026-10-30
VestGen Advisors, LLC
NEW37,263—+37,263——$3.7M—2026-10-27
FFG Partners, LLC
INCREASED36,47835,599+879+2%$3.5M$3.7M+$142.1K2026-10-15
Merit Financial Group, LLC
INCREASED36,22431,245+4,979+16%$3.1M$3.6M+$547.7K2026-11-06
Cadent Capital Advisors, LLC
INCREASED35,0102,503+32,507+1299%$247.8K$3.5M+$3.3M2026-10-09
Patten & Patten Inc
INCREASED26,31524,815+1,500+6%$2.5M$2.6M+$188.3K2026-10-26
Commonwealth Equity Services, LLC
DECREASED23,82025,914-2,094-8%$2.6M$2.4M-$171.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED23,7713,367+20,404+606%$333.0K$2.4K-$330.6K2026-11-02
Compass Financial Management LLC
INCREASED23,6895,627+18,062+321%$565.0K$2.4M+$1.8M2026-10-30
Concurrent Investment Advisors, LLC
DECREASED23,13352,448-29,315-56%$5.2M$2.3M-$2.9M2026-10-16
Wagner Wealth Management, Corp
INCREASED22,13720,933+1,204+6%$2.1M$2.2M+$152.6K2026-10-20
Thrivent Financial for Lutherans
NEW20,539—+20,539——$2.1M—2026-11-05
D.A. Davidson & Co.
INCREASED19,63319,008+625+3%$1.9M$2.0M+$91.5K2026-10-28
Massachusetts Wealth Management
DECREASED14,48014,625-145-1%$1.4M$1.5M+$7.5K2026-10-21
Strategy Asset Managers LLC
INCREASED12,34112,221+120+1%$1.2M$1.2M+$30.5K2026-10-14
Institute for Wealth Management, Llc.
DECREASED11,28311,310-270%$1.1M$1.1M+$14.4K2026-11-06
Kestra Advisory Services, LLC
INCREASED10,9716,489+4,482+69%$642.5K$1.1M+$460.3K2026-11-02
Moneco Advisors, LLC
INCREASED10,0266,916+3,110+45%$684.8K$1.0M+$323.1K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED9,9156,661+3,254+49%$669.5K$980.2K+$310.7K2026-10-13
Creative Planning
INCREASED9,8379,262+575+6%$917.0K$988.9K+$71.9K2026-11-02
Schuylkill Financial LLC
DECREASED9,77010,018-248-2%$991.9K$982.1K-$9.9K2026-10-21
SeaBridge Investment Advisors LLC
INCREASED9,3519,341+10+0%$924.9K$940.0K+$15.1K2026-11-02
Axxcess Wealth Management, LLC
UNCHANGED9,0939,09300%$900.3K$914.0K+$13.7K2026-10-21
Davenport & Co LLC
NEW8,746—+8,746——$879.1K—2026-10-14
Summit Global Investments
DECREASED8,5808,822-242-3%$873.0K$862-$872.1K2026-10-28
Lynx Investment Advisory
INCREASED8,0927,322+770+11%$724.9K$813.4K+$88.5K2026-10-27
Fifth Third Bancorp
INCREASED7,8986,773+1,125+17%$670.6K$793.9K+$123.3K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED7,516105+7,411+7058%$10.5K$744.1K+$733.6K2026-11-04
Oppenheimer & Co Inc
INCREASED7,4786,786+692+10%$671.9K$751.7K+$79.8K2026-10-26
Atria Investments, Inc
NEW7,200—+7,200——$723.7K—2026-10-15
Raleigh Capital Management Inc.
INCREASED7,093389+6,704+1723%$38.5K$713.0K+$674.5K2026-10-28
Realta Investment Advisors
INCREASED6,870144+6,726+4671%$14.3K$690.6K+$676.3K2026-10-14
American Institute for Advanced Investment Management, LLP
INCREASED6,6685,457+1,211+22%$540.3K$670.2K+$129.9K2026-11-03
Capital Investment Advisors, LLC
DECREASED6,2656,415-150-2%$635.1K$629.8K-$5.4K2026-10-22
Woodmont Investment Counsel LLC
UNCHANGED5,5745,57400%$551.9K$560.3K+$8.4K2026-10-29
Wealthcare Advisory Partners LLC
INCREASED5,4894,976+513+10%$492.7K$551.8K+$59.1K2026-10-21
Kestra Private Wealth Services, LLC
NEW5,312—+5,312——$533.9K—2026-11-06
Purewater Capital LLC
NEW5,224—+5,224——$525.1K—2026-10-23
Baker Avenue Asset Management, LP
DECREASED4,9114,924-130%$487.5K$493.7K+$6.2K2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED4,4984,567-69-2%$452.2K$452.1K-$392026-10-29
Kingswood Wealth Advisors, LLC
INCREASED4,4834,481+2+0%$443.7K$450.7K+$7.0K2026-10-23
Capital Wealth Alliance, LLC
NEW4,285—+4,285——$430.7K—2026-10-20
Creative Financial Designs Inc
INCREASED4,138266+3,872+1456%$26.4K$416.0K+$389.6K2026-11-04
Heritage OAK Wealth Advisors LLC
NEW4,014—+4,014——$403.5K—2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED3,7643,779-150%$374.2K$378.4K+$4.2K2026-11-02
Financial Partners Group, Inc
DECREASED3,6793,765-86-2%$372.7K$369.8K-$3.0K2026-10-19
Matthew Goff Investment Advisor, LLC
UNCHANGED3,6153,61500%$357.9K$363.4K+$5.5K2026-10-13
Insight Wealth Strategies, LLC
DECREASED3,461122,642-119,181-97%$12.1M$347.9K-$11.7M2026-10-09
Essex Bank
UNCHANGED3,3003,30000%$326.7K$331.7K+$5.0K2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED3,0603,06000%$303.0K$307.6K+$4.6K2026-10-13
Hudock, Inc.
DECREASED3,0563,234-178-5%$320.2K$307.3K-$12.9K2026-10-14
Manchester Capital Management LLC
UNCHANGED3,0003,00000%$297.0K$301.6K+$4.5K2026-10-22
Commonwealth Retirement Investments LLC
UNCHANGED2,9672,96700%$293.8K$298.2K+$4.5K2026-10-26
StoneX Group Inc.
NEW2,833—+2,833——$286.0K—2026-11-03
Cornerstone Wealth Group, LLC
UNCHANGED2,7962,79600%$276.9K$281.1K+$4.2K2026-11-02
Y.D. More Investments Ltd
UNCHANGED2,7002,70000%$267.3K$271.4K+$4.1K2026-11-02
Ellerson Group Inc
DECREASED2,6172,619-20%$259.3K$279.3K+$20.0K2026-11-04
Aviance Capital Partners, LLC
UNCHANGED2,4122,41200%$238.8K$242.5K+$3.6K2026-10-29
Bank of New York Mellon Corp
NEW2,409—+2,409——$242.2K—2026-11-05
Nova Financial LLC
NEW2,344—+2,344——$235.7K—2026-11-04
Farther Finance Advisors, LLC
INCREASED2,2342,158+76+4%$214.2K$224.6K+$10.4K2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED2,1962,19600%$217.4K$220.7K+$3.3K2026-10-16
Aprio Wealth Management, LLC
INCREASED2,1102,100+10+0%$207.9K$212.1K+$4.2K2026-10-28
Prism Advisors, Inc.
UNCHANGED2,1082,10800%$208.7K$208.4K-$3162026-10-09
Chicago Partners Investment Group LLC
INCREASED2,0492,045+4+0%$208.6K$210.0K+$1.4K2026-10-27
Fulcrum Equity Management
NEW2,006—+2,006——$201.7K—2026-10-21
Kingdom Financial Group Llc.
NEW1,827—+1,827——$183.7K—2026-11-04
Allworth Financial LP
INCREASED1,5891,490+99+7%$147.5K$157.3K+$9.8K2026-11-06
AlphaCore Capital LLC
UNCHANGED1,2901,29000%$127.7K$129.7K+$1.9K2026-11-04
Acumen Wealth Advisors, LLC
DECREASED1,1411,364-223-16%$135.1K$114.7K-$20.4K2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED97797700%$96.7K$98.2K+$1.5K2026-10-27
Valley Wealth Managers, Inc.
UNCHANGED90090000%$89.1K$90.5K+$1.4K2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED87087000%$85.5K$86.1K+$6002026-10-16
Simplex Trading, LLC
NEW809—+809——$81.3K—2026-11-04
Mather Group, Llc.
UNCHANGED74374300%$73.6K$74.7K+$1.1K2026-10-14
Lanark Financial, Inc.
UNCHANGED68568500%$67.8K$68.9K+$1.0K2026-10-26
Union Bancaire Privee, UBP SA
UNCHANGED66066000%$57.9K$59.5K+$1.7K2026-11-04
Turtle Creek Wealth Advisors, LLC
NEW636—+636——$63.9K—2026-10-15
Trust Co of Vermont
UNCHANGED60960900%$60.3K$61.2K+$9202026-10-21
PNC Financial Services Group, Inc.
DECREASED5911,365-774-57%$135.1K$59.4K-$75.7K2026-11-06
Assetmark, Inc
UNCHANGED57957900%$57.3K$58.2K+$8742026-10-21
Root Financial Partners, LLC
NEW510—+510——$51.3K—2026-10-21
Piscataqua Savings Bank
UNCHANGED49849800%$49.3K$50.1K+$7522026-10-21
Blueline Advisors LLC
UNCHANGED48048000%$47.5K$48.3K+$7252026-10-15
Russell Investments Group, Ltd.
INCREASED467188+279+148%$18.6K$46.9K+$28.4K2026-11-06
Arlington Trust Co LLC
UNCHANGED45045000%$44.6K$45.2K+$6792026-10-20
CX Institutional
INCREASED445432+13+3%$43$45+$22026-10-02
Clearstead Advisors, LLC
UNCHANGED42942900%$42.5K$43.1K+$6482026-11-06
Balance Wealth Partners LLC
NEW420—+420——$42.2K—2026-10-27
Pittenger & Anderson Inc
NEW310—+310——$31.2K—2026-11-02
Fairscale Capital, LLC
UNCHANGED30330300%$30.0K$32.6K+$2.6K2026-11-04
Duncker Streett & Co Inc
UNCHANGED30030000%$29.7K$30.2K+$4532026-10-27
Murphy & Mullick Capital Management Corp
NEW250—+250——$25.1K—2026-11-02
US Bancorp \de\
NEW235—+235——$23.6K—2026-11-05
Harbor Asset Planning, Inc.
UNCHANGED23323300%$23.0K$23.4K+$4142026-10-23
Private Trust Co NA
INCREASED227190+37+19%$18.8K$22.8K+$4.0K2026-10-20
Cordgrass Capital Advisors, LLC
UNCHANGED21021000%$20.8K$21.1K+$3172026-10-30
Parallel Advisors, LLC
NEW190—+190——$19.1K—2026-11-03
Abound Wealth Management
UNCHANGED16816800%$16.6K$16.9K+$2542026-10-26
Latitude Advisors, LLC
NEW154—+154——$15.4K—2026-10-27
High Point Wealth Management, LLC
INCREASED154153+1+1%$15.2K$15.5K+$2732026-11-05
Spire Wealth Management
UNCHANGED15015000%$14.9K$15.1K+$2262026-10-30
EPG Wealth Management LLC
UNCHANGED10810800%$10.7K$10.9K+$1932026-11-03
IFP Advisors, Inc
UNCHANGED10110100%$10.0K$10.2K+$1532026-10-16
Evolution Wealth Management Inc.
NEW100—+100——$10.1K—2026-10-28
Larson Financial Group LLC
UNCHANGED969600%$9.5K$9.7K+$1532026-11-05
Yankcom Partnership
UNCHANGED818100%$8.0K$8.1K+$1222026-10-15
James T. Borello RIA
UNCHANGED727200%$7.1K$7.2K+$1082026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED727200%$7.1K$7.2K+$1082026-10-27
Golden State Wealth Management, LLC
UNCHANGED575700%$5.6K$5.7K+$862026-11-02
IMG Wealth Management, Inc.
UNCHANGED575700%$5.6K$5.7K+$1022026-10-27
First Command Advisory Services, Inc.
UNCHANGED545400%$5.3K$5.4K+$812026-11-05
Montag A & Associates Inc
NEW50—+50——$5.0K—2026-10-29
North Star Investment Management Corp.
UNCHANGED111100%$1.1K$1.1K+$192026-10-27
Blue Trust, Inc.
NEW7—+7——$713—2026-10-15
Mirae Asset Global Investments Co., Ltd.
CLOSED0190,000-190,000-100%$18.8M$0-$18.8M2026-11-03
Monument Capital Management
CLOSED060,787-60,787-100%$6.0M$0-$6.0M2026-10-09
Accurate Wealth Management, LLC
CLOSED047,786-47,786-100%$4.8M$0-$4.8M2026-10-20
Highland Capital Management, LLC
CLOSED010,000-10,000-100%$990.1K$0-$990.1K2026-10-26
Kesler, Norman & Wride, LLC
CLOSED04,490-4,490-100%$444.6K$0-$444.6K2026-11-06
Avior Wealth Management, LLC
CLOSED04,271-4,271-100%$422.9K$0-$422.9K2026-10-13
Focus Financial Network, Inc.
CLOSED02,221-2,221-100%$219.9K$0-$219.9K2026-10-14
Islay Capital Management, LLC
CLOSED0630-630-100%$62.4K$0-$62.4K2026-10-20
GFS Advisors, LLC
CLOSED0270-270-100%$4.7M$0-$4.7M2026-11-03
JFS Wealth Advisors, LLC
CLOSED0129-129-100%$12.8K$0-$12.8K2026-11-03
Morton Brown Family Wealth, LLC
CLOSED09-9-100%$891$0-$8912026-10-23
Bank of America Corp
N/A—862,713-862,713-100%$85.4M———
JPMorgan Chase & Co
N/A—553,812-553,812-100%$55.5M———
Morgan Stanley
N/A—457,623-457,623-100%$45.3M———
TD Asset Management Inc
N/A—192,500-192,500-100%$19.1M———
Goldman Sachs Group Inc
N/A—185,841-185,841-100%$18.4M———
Royal Bank of Canada
N/A—135,148-135,148-100%$13.4M———
UBS Group AG
N/A—110,100-110,100-100%$10.9M———
Wells Fargo & Company
N/A—75,451-75,451-100%$7.5M———
Brown Advisory Inc
N/A—75,432-75,432-100%$7.5M———
Raymond James Financial Inc
N/A—71,836-71,836-100%$7.1M———
BNP Paribas Financial Markets
N/A—52,491-52,491-100%$5.2M———
Concord Investment Counsel Inc.
N/A—49,456-49,456-100%$4.9M———
Susquehanna International Group, LLP
N/A—43,401-43,401-100%$4.3M———
Ameriprise Financial Inc
N/A—41,731-41,731-100%$4.1M———
Tidal Investments LLC
N/A—37,534-37,534-100%$3.7M———
Beacon Pointe Advisors, LLC
N/A—35,469-35,469-100%$3.5M———
Peapack Gladstone Financial Corp
N/A—30,321-30,321-100%$3.0M———
Citadel Advisors LLC
N/A—26,020-26,020-100%$2.6M———
Mariner, LLC
N/A—24,775-24,775-100%$2.5M———
Tower Research Capital LLC (TRC)
N/A—22,455-22,455-100%$2.2M———
Cahill Financial Advisors Inc
N/A—20,360-20,360-100%$2.0M———
FMR LLC
N/A—20,171-20,171-100%$2.0M———
Cetera Investment Advisers
N/A—19,565-19,565-100%$1.9M———
Jones Financial Companies Lllp
N/A—18,639-18,639-100%$1.8M———
LEE Johnson Capital Management, LLC
N/A—17,707-17,707-100%$1.8M———
Spinnaker Trust
N/A—15,849-15,849-100%$1.6M———
One Capital Management, LLC
N/A—13,205-13,205-100%$1.1M———
Asset Management Group, Inc.
N/A—12,997-12,997-100%$1.3M———
Brendel Financial Advisors LLC
N/A—11,958-11,958-100%$1.2M———
Texas Yale Capital Corp.
N/A—11,525-11,525-100%$1.1M———
Arax Advisory Partners
N/A—10,068-10,068-100%$996.8K———
Osaic Holdings, Inc.
N/A—9,673-9,673-100%$958.2K———
HighTower Advisors, LLC
N/A—9,572-9,572-100%$947.7K———
MML Investors Services, LLC
N/A—9,211-9,211-100%$912.0K———
Stifel Financial Corp
N/A—8,510-8,510-100%$842.6K———
CIBC World Market Inc.
N/A—8,250-8,250-100%$816.8K———
Bank of Montreal
N/A—7,820-7,820-100%$774.3K———
Banque Transatlantique SA
N/A—7,587-7,587-100%$751.2K———
Harbour Investments, Inc.
N/A—7,077-7,077-100%$700.7K———
Rockefeller Capital Management L.P.
N/A—6,315-6,315-100%$625.3K———
Federation des caisses Desjardins du Quebec
N/A—6,215-6,215-100%$615.3K———
Janney Montgomery Scott LLC
N/A—6,138-6,138-100%$608.0K———
Private Advisor Group, LLC
N/A—6,077-6,077-100%$601.7K———
Mercer Global Advisors Inc
N/A—5,813-5,813-100%$575.5K———
Envestnet Asset Management Inc
N/A—5,770-5,770-100%$571.3K———
Captrust Financial Advisors
N/A—5,323-5,323-100%$527.0K———
SG Americas Securities, LLC
N/A—5,296-5,296-100%$524.0K———
Waverly Advisors, LLC
N/A—4,980-4,980-100%$493.1K———
Foundations Investment Advisors, LLC
N/A—4,029-4,029-100%$398.9K———
Madison Wealth Partners, Inc
N/A—3,748-3,748-100%$371.1K———
Thoroughbred Financial Services, LLC
N/A—3,674-3,674-100%$363.0K———
United Capital Financial Advisors, LLC
N/A—3,560-3,560-100%$352.3K———
AFT, Forsyth & Company, Inc.
N/A—3,454-3,454-100%$342.0K———
Cary Street Partners Financial LLC
N/A—3,327-3,327-100%$329.4K———
V2 Financial group LLC
N/A—3,300-3,300-100%$326.7K———
Private Capital Management, LLC
N/A—2,945-2,945-100%$291.6K———
Advisory Services Network, LLC
N/A—2,918-2,918-100%$288.9K———
Equitable Holdings, Inc.
N/A—2,860-2,860-100%$283.2K———
Lifeworks Advisors, LLC
N/A—2,813-2,813-100%$278.5K———
AQR Capital Management LLC
N/A—2,582-2,582-100%$255.6K———
Ameritas Advisory Services, LLC
N/A—2,571-2,571-100%$254.6K———
Focus Partners Wealth
N/A—2,510-2,510-100%$248.6K———
&partners
N/A—2,458-2,458-100%$243.4K———
Wealthspire Advisors, LLC
N/A—2,377-2,377-100%$235.3K———
Northwestern Mutual Wealth Management Co
N/A—2,336-2,336-100%$231.3K———
BFC Planning, Inc.
N/A—2,331-2,331-100%$230.8K———
Runnymede Capital Advisors, Inc.
N/A—2,310-2,310-100%$228.7K———
GeoWealth Management, LLC
N/A—1,511-1,511-100%$149.6K———
Integrity Financial Corp
N/A—1,434-1,434-100%$142.0K———
Bruce G. Allen Investments, LLC
N/A—1,429-1,429-100%$141.4K———
BlackRock, Inc.
N/A—1,416-1,416-100%$140.2K———
Rothschild Investment LLC
N/A—846-846-100%$83.8K———
Global Retirement Partners, LLC
N/A—841-841-100%$83.3K———
AE Wealth Management LLC
N/A—814-814-100%$80.6K———
Geneos Wealth Management Inc.
N/A—798-798-100%$79.0K———
NewEdge Advisors, LLC
N/A—762-762-100%$75.4K———
Capital Advisor Network LLC
N/A—713-713-100%$70.6K———
Steward Partners Investment Advisory, LLC
N/A—697-697-100%$69.0K———
Capital Analysts, LLC
N/A—642-642-100%$64.0K———
Accent Capital Management, LLC
N/A—500-500-100%$49.5K———
Regatta Research & Money Management
N/A—480-480-100%$47.5K———
O'shaughnessy Asset Management, LLC
N/A—463-463-100%$45.8K———
HHM Wealth Advisors, LLC
N/A—450-450-100%$44.6K———
Fiduciary Financial Advisors
N/A—330-330-100%$32.7K———
Blair William & Co
N/A—300-300-100%$29.7K———
Ameriflex Group, Inc.
N/A—291-291-100%$28.8K———
UBS Asset Management Americas LLC
N/A—288-288-100%$28.5K———
National Bank of Canada
N/A—281-281-100%$27.8K———
Qube Research & Technologies Ltd
N/A—231-231-100%$22.9K———
Meramec Financial Planners, LLC
N/A—212-212-100%$21.8K———
Franklin Resources Inc
N/A—198-198-100%$19.6K———
Huntington National Bank
N/A—178-178-100%$17.6K———
Godfrey Financial Associates, Inc.
N/A—177-177-100%$17.5K———
Private Wealth Asset Management, LLC
N/A—150-150-100%$14.9K———
ST Germain D J Co Inc
N/A—144-144-100%$14.3K———
Turim 21 Investimentos Ltda.
N/A—109-109-100%$10.8K———
Highland Investment Advisors LLC
N/A—105-105-100%$10.4K———
SHP Wealth Management
N/A—100-100-100%$9.9K———
Bravera Wealth
N/A—92-92-100%$9.1K———
Bartlett & Co. Wealth Management LLC
N/A—90-90-100%$8.9K———
N.E.W. Advisory Services LLC
N/A—87-87-100%$8.6K———
FWL Investment Management, LLC
N/A—84-84-100%$8.3K———
SOA Wealth Advisors, Llc.
N/A—84-84-100%$8.3K———
Ancora Advisors LLCA
N/A—54-54-100%$5.3K———
Bogart Wealth, LLC
N/A—51-51-100%$5.0K———
Kilter Group LLC
N/A—1-1-100%$85———
Showing 243 of 243 institutions