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Ishares International Equity (INTF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
INCREASED
Shares6,451,326 from 6,136,594
Change+314,732 (+5%)
Value$267.8M (+$16.4M)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares3,390,529 from 3,417,256
Change-26,727 (-1%)
Value$140.7M (+$770.1K)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares2,034,916 from 2,013,674
Change+21,242 (+1%)
Value$84.5M (+$2.0M)
Filed 2026-11-05
Clearwater Capital Advisors, LLC
INCREASED
Shares1,920,764 from 1,894,651
Change+26,113 (+1%)
Value$79.7M (+$2.1M)
Filed 2026-11-06
Kestra Investment Management, LLC
DECREASED
Shares760,277 from 768,961
Change-8,684 (-1%)
Value$31.6M (+$62.5K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED
Shares737,670 from 741,199
Change-3,529 (0%)
Value$30.4M (+$17.7K)
Filed 2026-11-05
Shah Wealth Advisors, LLC
INCREASED
Shares725,017 from 654,401
Change+70,616 (+11%)
Value$30.1M (+$3.3M)
Filed 2026-11-06
First Command Advisory Services, Inc.
INCREASED
Shares623,550 from 598,639
Change+24,911 (+4%)
Value$25.9M (+$1.4M)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares543,049 from 545,342
Change-2,293 (0%)
Value$22.5M (+$204.8K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares540,436 from 187,076
Change+353,360 (+189%)
Value$22.4M (+$14.8M)
Filed 2026-10-29
AlphaCore Capital LLC
DECREASED
Shares501,731 from 546,768
Change-45,037 (-8%)
Value$20.8M (-$1.6M)
Filed 2026-11-04
Thrive Wealth Management, LLC
DECREASED
Shares493,244 from 509,257
Change-16,013 (-3%)
Value$20.5M (-$384.6K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares492,649 from 422,185
Change+70,464 (+17%)
Value$20.4M (+$3.2M)
Filed 2026-11-06
Weil Company, Inc.
INCREASED
Shares491,443 from 480,001
Change+11,442 (+2%)
Value$20.4M (+$739.0K)
Filed 2026-10-14
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares393,824 from 360,909
Change+32,915 (+9%)
Value$16.3M (+$1.6M)
Filed 2026-10-08
Acropolis Investment Management, LLC
DECREASED
Shares350,768 from 358,978
Change-8,210 (-2%)
Value$14.6M (-$143.4K)
Filed 2026-10-08
Ddfg, Inc
INCREASED
Shares338,994 from 333,144
Change+5,850 (+2%)
Value$14.1M (+$426.0K)
Filed 2026-10-15
Heck Capital Advisors, LLC
INCREASED
Shares327,469 from 326,954
Change+515 (+0%)
Value$13.6M (+$201.2K)
Filed 2026-10-14
Exchange Traded Concepts, LLC
INCREASED
Shares284,892 from 280,971
Change+3,921 (+1%)
Value$11.8M (+$317.3K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares274,622 from 296,493
Change-21,871 (-7%)
Value$11.4M (-$744.8K)
Filed 2026-10-08
Northwest Wealth Advisors, LLC
INCREASED
Shares260,513 from 212,566
Change+47,947 (+23%)
Value$10.8M (+$2.1M)
Filed 2026-11-02
Meridian Management Co
DECREASED
Shares256,553 from 266,303
Change-9,750 (-4%)
Value$10.6M (-$258.3K)
Filed 2026-11-06
RHS Financial, LLC
INCREASED
Shares234,403 from 173,378
Change+61,025 (+35%)
Value$9.7M (+$2.6M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares204,094 from 133,292
Change+70,802 (+53%)
Value$8.5M (+$3.0M)
Filed 2026-11-02
YHB Investment Advisors, Inc.
INCREASED
Shares162,997 from 129,073
Change+33,924 (+26%)
Value$6.8M (+$1.5M)
Filed 2026-10-08
Phillips Financial Management, LLC
DECREASED
Shares159,077 from 160,285
Change-1,208 (-1%)
Value$6.6M (+$38.0K)
Filed 2026-10-19
Cabot Wealth Management Inc
INCREASED
Shares147,563 from 142,558
Change+5,005 (+4%)
Value$6.1M (+$286.2K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares146,461 from 151,210
Change-4,749 (-3%)
Value$6.1M (-$114.0K)
Filed 2026-11-02
Beirne Wealth Consulting Services, LLC
DECREASED
Shares146,047 from 155,260
Change-9,213 (-6%)
Value$6.1M (-$297.0K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
DECREASED
Shares137,873 from 148,915
Change-11,042 (-7%)
Value$5.7M (-$376.4K)
Filed 2026-10-22
Citizens National Bank Trust Department
INCREASED
Shares137,834 from 137,225
Change+609 (+0%)
Value$5.7M (+$100.8K)
Filed 2026-11-04
SigFig Wealth Management, LLC
DECREASED
Shares114,138 from 115,189
Change-1,051 (-1%)
Value$4.7M (+$27.8K)
Filed 2026-10-07
Ipsen Advisor Group LLC
DECREASED
Shares102,714 from 103,574
Change-860 (-1%)
Value$4.3M (+$21.3K)
Filed 2026-10-29
Alchemi Wealth, LLC
DECREASED
Shares92,040 from 93,062
Change-1,022 (-1%)
Value$3.8M (+$8.7K)
Filed 2026-11-04
AlTi Global, Inc.
DECREASED
Shares81,683 from 91,480
Change-9,797 (-11%)
Value$3.4M (-$356.4K)
Filed 2026-11-09
Creative Planning
DECREASED
Shares74,355 from 75,362
Change-1,007 (-1%)
Value$3.1M (-$346)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares68,436 from 65,560
Change+2,876 (+4%)
Value$2.8M (+$119.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares68,436 from 65,560
Change+2,876 (+4%)
Value$2.8M (+$119.8K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares61,303 from 58,421
Change+2,882 (+5%)
Value$2.5M (+$151.8K)
Filed 2026-10-16
Stonebridge Wealth Management, LLC
DECREASED
Shares57,869 from 59,716
Change-1,847 (-3%)
Value$2.4M (-$43.8K)
Filed 2026-10-09
Citigroup Inc
DECREASED
Shares55,344 from 97,314
Change-41,970 (-43%)
Value$2.3M (-$1.7M)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares48,671
Change+48,671
Value$2.0M
Filed 2026-10-14
Sage Mountain Advisors LLC
UNCHANGED
Shares42,634 from 42,634
Change0 (0%)
Value$1.8M (+$23.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares40,222 from 40,692
Change-470 (-1%)
Value$1.7K (-$1.7M)
Filed 2026-11-02
Lincoln Capital Corp
UNCHANGED
Shares39,344 from 39,344
Change0 (0%)
Value$1.6M (+$21.6K)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares37,226 from 40,156
Change-2,930 (-7%)
Value$1.5M (-$99.5K)
Filed 2026-11-06
Landmark Wealth Management, Inc.
UNCHANGED
Shares31,371 from 31,371
Change0 (0%)
Value$1.3M (+$17.3K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares30,940 from 28,157
Change+2,783 (+10%)
Value$1.3K (-$1.2M)
Filed 2026-10-26
Sigma Planning Corp
INCREASED
Shares30,741 from 30,564
Change+177 (+1%)
Value$1.3M (+$24.2K)
Filed 2026-10-23
Wedmont Private Capital
UNCHANGED
Shares30,281 from 30,281
Change0 (0%)
Value$1.2M (-$6.4K)
Filed 2026-10-09
BFI Wealth Solutions, LLC
DECREASED
Shares29,743 from 31,468
Change-1,725 (-5%)
Value$1.2M (-$54.3K)
Filed 2026-10-16
Armbruster Capital Management, Inc.
DECREASED
Shares29,175 from 29,375
Change-200 (-1%)
Value$1.2M (+$7.9K)
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares28,332 from 36,026
Change-7,694 (-21%)
Value$1.2M (-$299.6K)
Filed 2026-10-30
Parsons Capital Management Inc
INCREASED
Shares26,016 from 19,254
Change+6,762 (+35%)
Value$1.1M (+$291.3K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares24,458 from 69,932
Change-45,474 (-65%)
Value$1.0M (-$1.8M)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares23,631 from 21,783
Change+1,848 (+8%)
Value$980.9K (+$88.7K)
Filed 2026-11-05
Ascent Wealth Partners, LLC
INCREASED
Shares19,813 from 16,085
Change+3,728 (+23%)
Value$822.4K (+$163.6K)
Filed 2026-10-23
Sovran Advisors, LLC
INCREASED
Shares19,078 from 7,786
Change+11,292 (+145%)
Value$793.6K (+$471.6K)
Filed 2026-11-02
LexAurum Advisors, LLC
DECREASED
Shares16,549 from 17,012
Change-463 (-3%)
Value$686.9K (-$9.9K)
Filed 2026-10-19
Merit Financial Group, LLC
UNCHANGED
Shares16,150 from 16,150
Change0 (0%)
Value$670.4K (+$8.9K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares15,774 from 15,215
Change+559 (+4%)
Value$654.8K (+$31.6K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares15,579 from 15,579
Change0 (0%)
Value$646.7K (+$8.6K)
Filed 2026-10-13
Versant Capital Management, Inc
INCREASED
Shares13,489 from 4,207
Change+9,282 (+221%)
Value$559.9K (+$387.6K)
Filed 2026-10-02
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares13,097 from 13,097
Change0 (0%)
Value$540.0K (-$917)
Filed 2026-10-21
Summit Wealth Group LLC / Co
DECREASED
Shares12,840 from 12,894
Change-54 (0%)
Value$533.0K (+$4.9K)
Filed 2026-10-29
HB Wealth Management, LLC
UNCHANGED
Shares12,802 from 12,802
Change0 (0%)
Value$531.4K (+$7.0K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
DECREASED
Shares11,505 from 14,240
Change-2,735 (-19%)
Value$478 (-$105)
Filed 2026-10-27
Archer Investment Management, LLC
DECREASED
Shares11,321 from 12,916
Change-1,595 (-12%)
Value$469.9K (-$59.1K)
Filed 2026-10-13
TPG Financial Advisors, LLC
NEW
Shares10,477
Change+10,477
Value$434.9K
Filed 2026-11-09
Rockwood Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$415.1K (+$5.5K)
Filed 2026-10-27
ForthRight Wealth Management, LLC
UNCHANGED
Shares9,960 from 9,960
Change0 (0%)
Value$413.4K (+$5.5K)
Filed 2026-11-06
Orgel Wealth Management, LLC
UNCHANGED
Shares9,445 from 9,445
Change0 (0%)
Value$392.1K (+$5.2K)
Filed 2026-10-14
LCW Services, LLC
DECREASED
Shares8,501 from 8,856
Change-355 (-4%)
Value$352.9K (-$9.9K)
Filed 2026-10-21
Cowa, LLC
NEW
Shares8,454
Change+8,454
Value$350.9K
Filed 2026-10-30
Clifford Swan Investment Counsel LLC
NEW
Shares8,408
Change+8,408
Value$349.0K
Filed 2026-11-05
Avestar Capital, LLC
DECREASED
Shares8,271 from 151,417
Change-143,146 (-95%)
Value$343.3K (-$5.9M)
Filed 2026-10-28
Dala Group, LLC
UNCHANGED
Shares8,185 from 8,185
Change0 (0%)
Value$339.8K (+$4.5K)
Filed 2026-10-29
XML Financial, LLC
INCREASED
Shares7,982 from 6,912
Change+1,070 (+15%)
Value$331.3K (+$48.2K)
Filed 2026-10-29
IFG Advisory, LLC
INCREASED
Shares7,351 from 1,620
Change+5,731 (+354%)
Value$305.1K (+$238.8K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,729 from 6,572
Change+157 (+2%)
Value$276.6K (+$5.1K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares6,689 from 5,434
Change+1,255 (+23%)
Value$277.7K (+$55.1K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares6,426 from 6,575
Change-149 (-2%)
Value$266.8K (-$2.5K)
Filed 2026-10-30
D.A. Davidson & Co.
UNCHANGED
Shares6,276 from 6,276
Change0 (0%)
Value$260.5K (+$3.5K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
UNCHANGED
Shares5,764 from 5,764
Change0 (0%)
Value$239.3K (+$3.2K)
Filed 2026-10-21
MBE Wealth Management, LLC
UNCHANGED
Shares5,171 from 5,171
Change0 (0%)
Value$214.7K (+$2.8K)
Filed 2026-10-26
Wetzel Investment Advisors, Inc.
INCREASED
Shares5,164 from 5,063
Change+101 (+2%)
Value$214.4K (+$7.0K)
Filed 2026-10-13
James T. Borello RIA
UNCHANGED
Shares5,130 from 5,130
Change0 (0%)
Value$212.9K (+$2.8K)
Filed 2026-10-16
Tucker Asset Management LLC
UNCHANGED
Shares5,043 from 5,043
Change0 (0%)
Value$209.3K (+$2.8K)
Filed 2026-10-29
Lifelong Wealth Advisors, Inc.
NEW
Shares4,829
Change+4,829
Value$200.5K
Filed 2026-10-19
Russell Investments Group, Ltd.
INCREASED
Shares4,364 from 1,517
Change+2,847 (+188%)
Value$181.1K (+$119.0K)
Filed 2026-11-06
Parkside Financial Bank & Trust
UNCHANGED
Shares3,305 from 3,305
Change0 (0%)
Value$137.2K (+$1.8K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares2,783 from 500
Change+2,283 (+457%)
Value$115.5K (+$95.0K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares2,634 from 615
Change+2,019 (+328%)
Value$109.3K (+$84.1K)
Filed 2026-10-21
10Elms LLP
UNCHANGED
Shares2,503 from 2,503
Change0 (0%)
Value$103.9K (+$1.4K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
NEW
Shares2,396
Change+2,396
Value$99.5K
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares1,772 from 1,372
Change+400 (+29%)
Value$73.6K (+$17.4K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares1,629 from 1,629
Change0 (0%)
Value$66.7K ($0)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares1,309 from 1,367
Change-58 (-4%)
Value$54.3K (-$1.7K)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$43.4K (+$575)
Filed 2026-11-05
Gamma Investing LLC
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$41.8K (+$553)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares918
Change+918
Value$38.1K
Filed 2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$36.8K (+$488)
Filed 2026-10-23
Balentine LLC
NEW
Shares871
Change+871
Value$36.2K
Filed 2026-11-03
Hamilton Point Investment Advisors, LLC
NEW
Shares800
Change+800
Value$33.2K
Filed 2026-11-03
TD Waterhouse Canada Inc.
NEW
Shares671
Change+671
Value$27.6K
Filed 2026-10-16
Monetary Solutions, Ltd
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$27.9K (+$369)
Filed 2026-10-22
Signature Resources Capital Management, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$25.3K (+$335)
Filed 2026-10-16
Clearstead Advisors, LLC
NEW
Shares596
Change+596
Value$24.7K
Filed 2026-11-06
Bell Investment Advisors, Inc
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$21.8K (+$290)
Filed 2026-10-29
Pflug Koory, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$21.4K (+$283)
Filed 2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$20.5K (+$272)
Filed 2026-11-04
Maseco LLP
NEW
Shares488
Change+488
Value$20.3K
Filed 2026-10-27
Abound Wealth Management
NEW
Shares295
Change+295
Value$12.2K
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$6.5K (-$165)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares128 from 129
Change-1 (-1%)
Value$5.3K (+$29)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$4.8K (+$63)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$4.3K (+$57)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares30
Change+30
Value$1.2K
Filed 2026-10-27
Baker Ellis Asset Management LLC
CLOSED
Shares0 from 8,500
Change-8,500 (-100%)
Value$0 (-$348.2K)
Filed 2026-10-14
Larson Financial Group LLC
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$29.7K)
Filed 2026-11-05
Blue Trust, Inc.
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-15
Wagner Wealth Management, LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-21
Country Trust Bank
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-30
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,882,011
Change-21,882,011 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 8,625,214
Change-8,625,214 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,688,330
Change-4,688,330 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 3,078,519
Change-3,078,519 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,355,846
Change-2,355,846 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,324,191
Change-1,324,191 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,061,578
Change-1,061,578 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 843,379
Change-843,379 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 773,011
Change-773,011 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 714,191
Change-714,191 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 658,583
Change-658,583 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 630,132
Change-630,132 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 630,051
Change-630,051 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 419,425
Change-419,425 (-100%)
Value—
UBS Group AG
N/A
Shares— from 394,937
Change-394,937 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 371,000
Change-371,000 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 368,038
Change-368,038 (-100%)
Value—
Obsido Oy
N/A
Shares— from 308,413
Change-308,413 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 301,313
Change-301,313 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 222,095
Change-222,095 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 200,727
Change-200,727 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 172,164
Change-172,164 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 152,373
Change-152,373 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 127,235
Change-127,235 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 126,051
Change-126,051 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 112,257
Change-112,257 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 112,003
Change-112,003 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 109,092
Change-109,092 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 106,097
Change-106,097 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 104,474
Change-104,474 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 104,226
Change-104,226 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 97,257
Change-97,257 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 94,844
Change-94,844 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 94,579
Change-94,579 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 93,589
Change-93,589 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 78,037
Change-78,037 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 65,203
Change-65,203 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 64,221
Change-64,221 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 61,964
Change-61,964 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 61,167
Change-61,167 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 60,670
Change-60,670 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 59,467
Change-59,467 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 53,812
Change-53,812 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 50,167
Change-50,167 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 49,972
Change-49,972 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 39,582
Change-39,582 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 37,225
Change-37,225 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 35,220
Change-35,220 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 32,620
Change-32,620 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 29,659
Change-29,659 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,520
Change-26,520 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 25,321
Change-25,321 (-100%)
Value—
FMR LLC
N/A
Shares— from 24,955
Change-24,955 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 24,516
Change-24,516 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 22,320
Change-22,320 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,532
Change-20,532 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 17,935
Change-17,935 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 17,169
Change-17,169 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,139
Change-16,139 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,421
Change-15,421 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 15,341
Change-15,341 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,519
Change-11,519 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,392
Change-11,392 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,245
Change-11,245 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 10,208
Change-10,208 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,535
Change-9,535 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,438
Change-8,438 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,392
Change-8,392 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 973
Change-973 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 700
Change-700 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 669
Change-669 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 668
Change-668 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 563
Change-563 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 520
Change-520 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Blair William & Co
N/A
Shares— from 413
Change-413 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
INCREASED6,451,3266,136,594+314,732+5%$251.4M$267.8M+$16.4M2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED3,390,5293,417,256-26,727-1%$140.0M$140.7M+$770.1K2026-10-16
Compound Planning, Inc.
INCREASED2,034,9162,013,674+21,242+1%$82.5M$84.5M+$2.0M2026-11-05
Clearwater Capital Advisors, LLC
INCREASED1,920,7641,894,651+26,113+1%$77.6M$79.7M+$2.1M2026-11-06
Kestra Investment Management, LLC
DECREASED760,277768,961-8,684-1%$31.5M$31.6M+$62.5K2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED737,670741,199-3,5290%$30.4M$30.4M+$17.7K2026-11-05
Shah Wealth Advisors, LLC
INCREASED725,017654,401+70,616+11%$26.8M$30.1M+$3.3M2026-11-06
First Command Advisory Services, Inc.
INCREASED623,550598,639+24,911+4%$24.5M$25.9M+$1.4M2026-11-05
Winthrop Advisory Group LLC
DECREASED543,049545,342-2,2930%$22.3M$22.5M+$204.8K2026-10-22
Vise Technologies, Inc.
INCREASED540,436187,076+353,360+189%$7.7M$22.4M+$14.8M2026-10-29
AlphaCore Capital LLC
DECREASED501,731546,768-45,037-8%$22.4M$20.8M-$1.6M2026-11-04
Thrive Wealth Management, LLC
DECREASED493,244509,257-16,013-3%$20.9M$20.5M-$384.6K2026-10-13
LPL Financial LLC
INCREASED492,649422,185+70,464+17%$17.3M$20.4M+$3.2M2026-11-06
Weil Company, Inc.
INCREASED491,443480,001+11,442+2%$19.7M$20.4M+$739.0K2026-10-14
Conrad Siegel Investment Advisors, Inc.
INCREASED393,824360,909+32,915+9%$14.8M$16.3M+$1.6M2026-10-08
Acropolis Investment Management, LLC
DECREASED350,768358,978-8,210-2%$14.7M$14.6M-$143.4K2026-10-08
Ddfg, Inc
INCREASED338,994333,144+5,850+2%$13.6M$14.1M+$426.0K2026-10-15
Heck Capital Advisors, LLC
INCREASED327,469326,954+515+0%$13.4M$13.6M+$201.2K2026-10-14
Exchange Traded Concepts, LLC
INCREASED284,892280,971+3,921+1%$11.5M$11.8M+$317.3K2026-10-28
Farther Finance Advisors, LLC
DECREASED274,622296,493-21,871-7%$12.1M$11.4M-$744.8K2026-10-08
Northwest Wealth Advisors, LLC
INCREASED260,513212,566+47,947+23%$8.7M$10.8M+$2.1M2026-11-02
Meridian Management Co
DECREASED256,553266,303-9,750-4%$10.9M$10.6M-$258.3K2026-11-06
RHS Financial, LLC
INCREASED234,403173,378+61,025+35%$7.1M$9.7M+$2.6M2026-10-13
Kestra Advisory Services, LLC
INCREASED204,094133,292+70,802+53%$5.5M$8.5M+$3.0M2026-11-02
YHB Investment Advisors, Inc.
INCREASED162,997129,073+33,924+26%$5.3M$6.8M+$1.5M2026-10-08
Phillips Financial Management, LLC
DECREASED159,077160,285-1,208-1%$6.6M$6.6M+$38.0K2026-10-19
Cabot Wealth Management Inc
INCREASED147,563142,558+5,005+4%$5.8M$6.1M+$286.2K2026-11-05
Commonwealth Equity Services, LLC
DECREASED146,461151,210-4,749-3%$6.2M$6.1M-$114.0K2026-11-02
Beirne Wealth Consulting Services, LLC
DECREASED146,047155,260-9,213-6%$6.4M$6.1M-$297.0K2026-10-19
Sagespring Wealth Partners, LLC
DECREASED137,873148,915-11,042-7%$6.1M$5.7M-$376.4K2026-10-22
Citizens National Bank Trust Department
INCREASED137,834137,225+609+0%$5.6M$5.7M+$100.8K2026-11-04
SigFig Wealth Management, LLC
DECREASED114,138115,189-1,051-1%$4.7M$4.7M+$27.8K2026-10-07
Ipsen Advisor Group LLC
DECREASED102,714103,574-860-1%$4.2M$4.3M+$21.3K2026-10-29
Alchemi Wealth, LLC
DECREASED92,04093,062-1,022-1%$3.8M$3.8M+$8.7K2026-11-04
AlTi Global, Inc.
DECREASED81,68391,480-9,797-11%$3.7M$3.4M-$356.4K2026-11-09
Creative Planning
DECREASED74,35575,362-1,007-1%$3.1M$3.1M-$3462026-11-02
Diversify Advisory Services, LLC
INCREASED68,43665,560+2,876+4%$2.7M$2.8M+$119.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED68,43665,560+2,876+4%$2.7M$2.8M+$119.8K2026-10-20
IFP Advisors, Inc
INCREASED61,30358,421+2,882+5%$2.4M$2.5M+$151.8K2026-10-16
Stonebridge Wealth Management, LLC
DECREASED57,86959,716-1,847-3%$2.4M$2.4M-$43.8K2026-10-09
Citigroup Inc
DECREASED55,34497,314-41,970-43%$4.0M$2.3M-$1.7M2026-11-04
IFS Advisors, LLC
NEW48,671—+48,671——$2.0M—2026-10-14
Sage Mountain Advisors LLC
UNCHANGED42,63442,63400%$1.7M$1.8M+$23.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED40,22240,692-470-1%$1.7M$1.7K-$1.7M2026-11-02
Lincoln Capital Corp
UNCHANGED39,34439,34400%$1.6M$1.6M+$21.6K2026-10-13
Savant Capital, LLC
DECREASED37,22640,156-2,930-7%$1.6M$1.5M-$99.5K2026-11-06
Landmark Wealth Management, Inc.
UNCHANGED31,37131,37100%$1.3M$1.3M+$17.3K2026-11-04
Park Avenue Securities LLC
INCREASED30,94028,157+2,783+10%$1.2M$1.3K-$1.2M2026-10-26
Sigma Planning Corp
INCREASED30,74130,564+177+1%$1.3M$1.3M+$24.2K2026-10-23
Wedmont Private Capital
UNCHANGED30,28130,28100%$1.3M$1.2M-$6.4K2026-10-09
BFI Wealth Solutions, LLC
DECREASED29,74331,468-1,725-5%$1.3M$1.2M-$54.3K2026-10-16
Armbruster Capital Management, Inc.
DECREASED29,17529,375-200-1%$1.2M$1.2M+$7.9K2026-10-19
Gallacher Capital Management LLC
DECREASED28,33236,026-7,694-21%$1.5M$1.2M-$299.6K2026-10-30
Parsons Capital Management Inc
INCREASED26,01619,254+6,762+35%$788.7K$1.1M+$291.3K2026-10-28
Atria Investments, Inc
DECREASED24,45869,932-45,474-65%$2.9M$1.0M-$1.8M2026-10-15
J.W. Cole Advisors, Inc.
INCREASED23,63121,783+1,848+8%$892.2K$980.9K+$88.7K2026-11-05
Ascent Wealth Partners, LLC
INCREASED19,81316,085+3,728+23%$658.8K$822.4K+$163.6K2026-10-23
Sovran Advisors, LLC
INCREASED19,0787,786+11,292+145%$322.0K$793.6K+$471.6K2026-11-02
LexAurum Advisors, LLC
DECREASED16,54917,012-463-3%$696.8K$686.9K-$9.9K2026-10-19
Merit Financial Group, LLC
UNCHANGED16,15016,15000%$661.5K$670.4K+$8.9K2026-11-06
Fifth Third Bancorp
INCREASED15,77415,215+559+4%$623.2K$654.8K+$31.6K2026-11-05
Signature Estate & Investment Advisors LLC
UNCHANGED15,57915,57900%$638.1K$646.7K+$8.6K2026-10-13
Versant Capital Management, Inc
INCREASED13,4894,207+9,282+221%$172.3K$559.9K+$387.6K2026-10-02
Foster Victor Wealth Advisors, LLC
UNCHANGED13,09713,09700%$540.9K$540.0K-$9172026-10-21
Summit Wealth Group LLC / Co
DECREASED12,84012,894-540%$528.1K$533.0K+$4.9K2026-10-29
HB Wealth Management, LLC
UNCHANGED12,80212,80200%$524.4K$531.4K+$7.0K2026-10-23
Capital Advisors, Ltd. LLC
DECREASED11,50514,240-2,735-19%$583$478-$1052026-10-27
Archer Investment Management, LLC
DECREASED11,32112,916-1,595-12%$529.0K$469.9K-$59.1K2026-10-13
TPG Financial Advisors, LLC
NEW10,477—+10,477——$434.9K—2026-11-09
Rockwood Wealth Management, LLC
UNCHANGED10,00010,00000%$409.6K$415.1K+$5.5K2026-10-27
ForthRight Wealth Management, LLC
UNCHANGED9,9609,96000%$408.0K$413.4K+$5.5K2026-11-06
Orgel Wealth Management, LLC
UNCHANGED9,4459,44500%$386.9K$392.1K+$5.2K2026-10-14
LCW Services, LLC
DECREASED8,5018,856-355-4%$362.7K$352.9K-$9.9K2026-10-21
Cowa, LLC
NEW8,454—+8,454——$350.9K—2026-10-30
Clifford Swan Investment Counsel LLC
NEW8,408—+8,408——$349.0K—2026-11-05
Avestar Capital, LLC
DECREASED8,271151,417-143,146-95%$6.2M$343.3K-$5.9M2026-10-28
Dala Group, LLC
UNCHANGED8,1858,18500%$335.3K$339.8K+$4.5K2026-10-29
XML Financial, LLC
INCREASED7,9826,912+1,070+15%$283.1K$331.3K+$48.2K2026-10-29
IFG Advisory, LLC
INCREASED7,3511,620+5,731+354%$66.4K$305.1K+$238.8K2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED6,7296,572+157+2%$271.5K$276.6K+$5.1K2026-10-13
Magnus Financial Group LLC
INCREASED6,6895,434+1,255+23%$222.6K$277.7K+$55.1K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED6,4266,575-149-2%$269.3K$266.8K-$2.5K2026-10-30
D.A. Davidson & Co.
UNCHANGED6,2766,27600%$257.1K$260.5K+$3.5K2026-10-28
Wealthcare Advisory Partners LLC
UNCHANGED5,7645,76400%$236.1K$239.3K+$3.2K2026-10-21
MBE Wealth Management, LLC
UNCHANGED5,1715,17100%$211.8K$214.7K+$2.8K2026-10-26
Wetzel Investment Advisors, Inc.
INCREASED5,1645,063+101+2%$207.4K$214.4K+$7.0K2026-10-13
James T. Borello RIA
UNCHANGED5,1305,13000%$210.1K$212.9K+$2.8K2026-10-16
Tucker Asset Management LLC
UNCHANGED5,0435,04300%$206.6K$209.3K+$2.8K2026-10-29
Lifelong Wealth Advisors, Inc.
NEW4,829—+4,829——$200.5K—2026-10-19
Russell Investments Group, Ltd.
INCREASED4,3641,517+2,847+188%$62.1K$181.1K+$119.0K2026-11-06
Parkside Financial Bank & Trust
UNCHANGED3,3053,30500%$135.4K$137.2K+$1.8K2026-10-27
PNC Financial Services Group, Inc.
INCREASED2,783500+2,283+457%$20.5K$115.5K+$95.0K2026-11-06
Assetmark, Inc
INCREASED2,634615+2,019+328%$25.2K$109.3K+$84.1K2026-10-21
10Elms LLP
UNCHANGED2,5032,50300%$102.5K$103.9K+$1.4K2026-11-06
Ashton Thomas Securities, LLC
NEW2,396—+2,396——$99.5K—2026-10-26
Buck Wealth Strategies, LLC
INCREASED1,7721,372+400+29%$56.2K$73.6K+$17.4K2026-10-28
Allworth Financial LP
UNCHANGED1,6291,62900%$66.7K$66.7K$02026-11-06
US Bancorp \de\
DECREASED1,3091,367-58-4%$56.0K$54.3K-$1.7K2026-11-05
Central Trust Co
UNCHANGED1,0461,04600%$42.8K$43.4K+$5752026-11-05
Gamma Investing LLC
UNCHANGED1,0061,00600%$41.2K$41.8K+$5532026-10-08
Root Financial Partners, LLC
NEW918—+918——$38.1K—2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED88788700%$36.3K$36.8K+$4882026-10-23
Balentine LLC
NEW871—+871——$36.2K—2026-11-03
Hamilton Point Investment Advisors, LLC
NEW800—+800——$33.2K—2026-11-03
TD Waterhouse Canada Inc.
NEW671—+671——$27.6K—2026-10-16
Monetary Solutions, Ltd
UNCHANGED67167100%$27.5K$27.9K+$3692026-10-22
Signature Resources Capital Management, LLC
UNCHANGED61061000%$25.0K$25.3K+$3352026-10-16
Clearstead Advisors, LLC
NEW596—+596——$24.7K—2026-11-06
Bell Investment Advisors, Inc
UNCHANGED52652600%$21.5K$21.8K+$2902026-10-29
Pflug Koory, LLC
UNCHANGED51651600%$21.1K$21.4K+$2832026-10-26
1620 Investment Advisors, Inc.
UNCHANGED49549500%$20.3K$20.5K+$2722026-11-04
Maseco LLP
NEW488—+488——$20.3K—2026-10-27
Abound Wealth Management
NEW295—+295——$12.2K—2026-10-26
Compass Financial Management LLC
UNCHANGED15715700%$6.7K$6.5K-$1652026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED128129-1-1%$5.3K$5.3K+$292026-11-03
Piscataqua Savings Bank
UNCHANGED11511500%$4.7K$4.8K+$632026-10-21
Creative Financial Designs Inc
UNCHANGED10310300%$4.2K$4.3K+$572026-11-04
Balance Wealth Partners LLC
NEW30—+30——$1.2K—2026-10-27
Baker Ellis Asset Management LLC
CLOSED08,500-8,500-100%$348.2K$0-$348.2K2026-10-14
Larson Financial Group LLC
CLOSED0725-725-100%$29.7K$0-$29.7K2026-11-05
Blue Trust, Inc.
CLOSED0338-338-100%$13.8K$0-$13.8K2026-10-15
Wagner Wealth Management, LLC
CLOSED0170-170-100%$7.0K$0-$7.0K2026-10-21
Country Trust Bank
CLOSED072-72-100%$2.9K$0-$2.9K2026-10-30
Northwestern Mutual Wealth Management Co
N/A—21,882,011-21,882,011-100%$896.3M———
Strategic Financial Services, Inc.
N/A—8,625,214-8,625,214-100%$353.3M———
Invesco Ltd.
N/A—4,688,330-4,688,330-100%$192.0M———
Tolleson Wealth Management, Inc.
N/A—3,078,519-3,078,519-100%$126.1M———
Ameriprise Financial Inc
N/A—2,355,846-2,355,846-100%$95.5M———
Raymond James Financial Inc
N/A—1,324,191-1,324,191-100%$54.2M———
Envestnet Asset Management Inc
N/A—1,061,578-1,061,578-100%$43.5M———
Wells Fargo & Company
N/A—843,379-843,379-100%$34.5M———
JPMorgan Chase & Co
N/A—773,011-773,011-100%$31.6M———
Jones Financial Companies Lllp
N/A—714,191-714,191-100%$29.0M———
Morgan Stanley
N/A—658,583-658,583-100%$27.0M———
Modern Wealth Management, LLC
N/A—630,132-630,132-100%$25.8M———
Integrated Wealth Concepts LLC
N/A—630,051-630,051-100%$25.8M———
Bank of America Corp
N/A—419,425-419,425-100%$17.2M———
UBS Group AG
N/A—394,937-394,937-100%$16.2M———
Sequoia Financial Advisors, LLC
N/A—371,000-371,000-100%$15.2M———
Foster & Motley Inc
N/A—368,038-368,038-100%$15.1M———
Obsido Oy
N/A—308,413-308,413-100%$12.6M———
HighTower Advisors, LLC
N/A—301,313-301,313-100%$12.3M———
Jane Street Group, LLC
N/A—300,000-300,000-100%$12.3M———
Brio Consultants, LLC
N/A—222,095-222,095-100%$9.1M———
Janney Montgomery Scott LLC
N/A—200,727-200,727-100%$8.2M———
New Insight Wealth Advisors
N/A—172,164-172,164-100%$7.1M———
Osaic Holdings, Inc.
N/A—152,373-152,373-100%$6.2M———
Equitable Holdings, Inc.
N/A—127,235-127,235-100%$5.2M———
Goldman Sachs Group Inc
N/A—126,051-126,051-100%$5.2M———
Horizon Family Wealth, Inc.
N/A—112,257-112,257-100%$4.6M———
Evolve Private Wealth, LLC
N/A—112,003-112,003-100%$4.6M———
Natixis Advisors, LLC
N/A—109,092-109,092-100%$4.5M———
Quantinno Capital Management LP
N/A—106,097-106,097-100%$4.3M———
Focus Partners Wealth
N/A—104,474-104,474-100%$4.3M———
Cerity Partners LLC
N/A—104,226-104,226-100%$4.3M———
Mariner, LLC
N/A—97,257-97,257-100%$4.0M———
Cetera Investment Advisers
N/A—94,844-94,844-100%$3.9M———
Stokes Family Office, LLC
N/A—94,579-94,579-100%$3.9M———
Principal Securities, Inc.
N/A—93,589-93,589-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—78,037-78,037-100%$3.2M———
Old Mission Capital LLC
N/A—65,203-65,203-100%$2.7M———
AQR Capital Management LLC
N/A—64,221-64,221-100%$2.6M———
Western Wealth Management, LLC
N/A—61,964-61,964-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—61,167-61,167-100%$2.5M———
Daybright Advisory Services, Inc.
N/A—60,670-60,670-100%$2.5M———
Stratos Investment Management, LLC
N/A—59,467-59,467-100%$2.4M———
Magnolia Capital Advisors LLC
N/A—53,812-53,812-100%$2.2M———
Arax Advisory Partners
N/A—50,167-50,167-100%$2.1M———
Clark Capital Management Group, Inc.
N/A—49,972-49,972-100%$2.0M———
Private Advisor Group, LLC
N/A—39,582-39,582-100%$1.6M———
Maimon Wealth Management Ltd.
N/A—37,225-37,225-100%$1.5M———
SHP Wealth Management
N/A—35,220-35,220-100%$1.4M———
Bleakley Financial Group, LLC
N/A—32,620-32,620-100%$1.3M———
CIBC World Market Inc.
N/A—29,659-29,659-100%$1.2M———
NewEdge Advisors, LLC
N/A—26,520-26,520-100%$1.1M———
Royal Bank of Canada
N/A—25,321-25,321-100%$1.0M———
FMR LLC
N/A—24,955-24,955-100%$1.0M———
Composition Wealth, LLC
N/A—24,516-24,516-100%$1.0M———
Barnes Wealth Management Group, Inc
N/A—22,320-22,320-100%$914.3K———
Captrust Financial Advisors
N/A—20,532-20,532-100%$841.0K———
Wealthspire Advisors, LLC
N/A—17,935-17,935-100%$734.6K———
Seascape Capital Management
N/A—17,169-17,169-100%$703.0K———
MML Investors Services, LLC
N/A—16,139-16,139-100%$661.0K———
Beacon Pointe Advisors, LLC
N/A—15,421-15,421-100%$631.6K———
O'shaughnessy Asset Management, LLC
N/A—15,341-15,341-100%$628.4K———
Inspire Advisors, LLC
N/A—11,519-11,519-100%$471.8K———
Aptus Capital Advisors, LLC
N/A—11,392-11,392-100%$466.6K———
Summit Financial, LLC
N/A—11,245-11,245-100%$460.6K———
Wescott Financial Advisory Group, LLC
N/A—10,208-10,208-100%$418.1K———
Snowden Capital Advisors LLC
N/A—9,535-9,535-100%$390.6K———
National Bank of Canada
N/A—9,354-9,354-100%$383.2K———
Mercer Global Advisors Inc
N/A—8,438-8,438-100%$345.6K———
SageView Advisory Group, LLC
N/A—8,392-8,392-100%$343.7K———
EP Wealth Advisors, LLC
N/A—7,447-7,447-100%$305.0K———
Focus Partners Advisor Solutions, LLC
N/A—7,079-7,079-100%$289.9K———
Kiley Juergens Wealth Management, LLC
N/A—6,375-6,375-100%$261.1K———
Foundations Investment Advisors, LLC
N/A—6,280-6,280-100%$257.2K———
BlackRock, Inc.
N/A—5,988-5,988-100%$245.3K———
Advisory Services Network, LLC
N/A—5,215-5,215-100%$213.6K———
Mendel Capital Management LLC
N/A—5,078-5,078-100%$208.0K———
Global Retirement Partners, LLC
N/A—1,741-1,741-100%$71.3K———
Strategic Wealth Partners, Ltd.
N/A—973-973-100%$39.9K———
Operose Advisors LLC
N/A—800-800-100%$32.8K———
Whittier Trust Co of Nevada Inc
N/A—700-700-100%$28.9K———
BFC Planning, Inc.
N/A—669-669-100%$27.4K———
Vanguard Advisers Inc
N/A—668-668-100%$27.4K———
Ancora Advisors LLCA
N/A—563-563-100%$23.1K———
Colonial Trust Advisors
N/A—520-520-100%$21.3K———
Bartlett & Co. Wealth Management LLC
N/A—460-460-100%$18.8K———
Blair William & Co
N/A—413-413-100%$16.9K———
Smartleaf Asset Management LLC
N/A—405-405-100%$16.6K———
Atomic Invest LLC
N/A—164-164-100%$6.7K———
HighMark Wealth Management LLC
N/A—156-156-100%$6.4K———
Geneos Wealth Management Inc.
N/A—155-155-100%$6.3K———
Harbour Investments, Inc.
N/A—30-30-100%$1.2K———
AE Wealth Management LLC
N/A—11-11-100%$451———
Showing 216 of 216 institutions