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Ishares Intl DIV Growth ETF (IGRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares499,442 from 483,697
Change+15,745 (+3%)
Value$44.3M (+$1.8M)
Filed 2026-11-06
AJ Advisors, LLC
INCREASED
Shares468,235 from 462,543
Change+5,692 (+1%)
Value$41.6M (+$889.1K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares376,981 from 393,335
Change-16,354 (-4%)
Value$33.5M (-$1.1M)
Filed 2026-11-02
Fifth Third Securities, Inc.
DECREASED
Shares150,967 from 157,792
Change-6,825 (-4%)
Value$13.4M (-$474.9K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
INCREASED
Shares144,815 from 141,962
Change+2,853 (+2%)
Value$12.9M (+$371.1K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares118,684 from 116,883
Change+1,801 (+2%)
Value$10.4M (+$156.0K)
Filed 2026-11-05
Lynx Investment Advisory
INCREASED
Shares104,031 from 99,813
Change+4,218 (+4%)
Value$9.2M (+$457.3K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares103,100 from 94,273
Change+8,827 (+9%)
Value$9.2K (-$8.3M)
Filed 2026-11-02
Concord Wealth Partners
DECREASED
Shares89,522 from 90,312
Change-790 (-1%)
Value$7.9M (+$4.8K)
Filed 2026-11-02
Concord Asset Management, LLC
DECREASED
Shares88,315 from 88,570
Change-255 (0%)
Value$7.8M (+$50.8K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares84,226 from 85,001
Change-775 (-1%)
Value$7.5M (+$1.8K)
Filed 2026-10-15
River's Edge Wealth Management, LLC
INCREASED
Shares79,327 from 77,946
Change+1,381 (+2%)
Value$7.2M (+$175.7K)
Filed 2026-10-19
Bailard, Inc.
DECREASED
Shares76,751 from 76,869
Change-118 (0%)
Value$6.8M (+$53.3K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares70,228 from 71,587
Change-1,359 (-2%)
Value$6.2M (-$61.2K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
DECREASED
Shares65,762 from 77,215
Change-11,453 (-15%)
Value$5.8M (-$952.4K)
Filed 2026-10-15
ADG Wealth Management Group, LLC
INCREASED
Shares64,683 from 63,668
Change+1,015 (+2%)
Value$5.7M (+$142.9K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
DECREASED
Shares52,816 from 55,095
Change-2,279 (-4%)
Value$4.7M (-$156.6K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares45,556 from 44,963
Change+593 (+1%)
Value$4.0M (+$90.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares43,379 from 44,587
Change-1,208 (-3%)
Value$3.9M (-$114.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares43,379 from 44,587
Change-1,208 (-3%)
Value$3.9M (-$114.8K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED
Shares41,576 from 41,852
Change-276 (-1%)
Value$3.7M (+$10.2K)
Filed 2026-10-16
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares41,041 from 41,041
Change0 (0%)
Value$3.6M (+$34.1K)
Filed 2026-11-06
Good Harbor Advisors, Inc.
INCREASED
Shares40,841 from 39,342
Change+1,499 (+4%)
Value$3.6M (+$165.7K)
Filed 2026-10-20
WealthPLAN Partners, LLC
DECREASED
Shares37,648 from 47,586
Change-9,938 (-21%)
Value$3.3M (-$842.5K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares37,419 from 37,445
Change-26 (0%)
Value$3.3M (+$28.8K)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares36,179 from 36,425
Change-246 (-1%)
Value$3.2M (+$8.4K)
Filed 2026-10-22
Intrua Financial, LLC
DECREASED
Shares35,211 from 40,154
Change-4,943 (-12%)
Value$3.1M (-$405.4K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares34,119 from 33,850
Change+269 (+1%)
Value$3.0M (+$52.0K)
Filed 2026-11-05
LifeGoal Investments, LLC
INCREASED
Shares28,894 from 28,861
Change+33 (+0%)
Value$2.6M (+$26.9K)
Filed 2026-10-09
TrueWealth Advisors, LLC
DECREASED
Shares28,587 from 88,626
Change-60,039 (-68%)
Value$2.5M (-$5.3M)
Filed 2026-10-09
US Bancorp \de\
DECREASED
Shares25,512 from 26,180
Change-668 (-3%)
Value$2.3M (-$37.6K)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
DECREASED
Shares23,551 from 23,557
Change-6 (0%)
Value$2.1M (+$36.5K)
Filed 2026-10-21
Heck Capital Advisors, LLC
INCREASED
Shares22,584 from 22,015
Change+569 (+3%)
Value$2.0M (+$68.8K)
Filed 2026-10-14
Vaquero Private Wealth, LTD
DECREASED
Shares22,427 from 23,047
Change-620 (-3%)
Value$2.0M (-$35.9K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
NEW
Shares20,315
Change+20,315
Value$1.8M
Filed 2026-10-16
Creative Planning
INCREASED
Shares19,988 from 19,312
Change+676 (+4%)
Value$1.8M (+$76.1K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares18,571 from 16,601
Change+1,970 (+12%)
Value$1.6M (+$188.7K)
Filed 2026-11-05
Family Capital Management, Inc.
INCREASED
Shares18,120 from 17,944
Change+176 (+1%)
Value$1.6M (+$30.6K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares17,028 from 17,028
Change0 (0%)
Value$1.5M (+$14.1K)
Filed 2026-10-23
John W. Brooker & Co., CPAs
INCREASED
Shares16,655 from 14,231
Change+2,424 (+17%)
Value$1.5M (+$227.0K)
Filed 2026-10-21
Zenith Solutions, Inc.
INCREASED
Shares15,796 from 15,620
Change+176 (+1%)
Value$1.4M (+$28.5K)
Filed 2026-10-19
Detalus Advisors, LLC
INCREASED
Shares14,676 from 13,994
Change+682 (+5%)
Value$1.3M (+$72.2K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares13,863 from 13,853
Change+10 (+0%)
Value$1.2M (+$12.4K)
Filed 2026-11-04
Sweeney & Michel, LLC
INCREASED
Shares12,833 from 12,628
Change+205 (+2%)
Value$1.1M (-$39.7K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares12,785 from 13,064
Change-279 (-2%)
Value$1.1M (-$13.8K)
Filed 2026-11-06
Indivisible Partners
INCREASED
Shares12,605 from 12,506
Change+99 (+1%)
Value$1.1M (+$19.2K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares12,469 from 12,464
Change+5 (+0%)
Value$1.1K (+$11)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares11,219 from 8,285
Change+2,934 (+35%)
Value$995.8K (+$267.3K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares10,750 from 9,308
Change+1,442 (+15%)
Value$954.2K (+$135.7K)
Filed 2026-10-22
Schorn Wealth LLC
INCREASED
Shares10,638 from 10,628
Change+10 (+0%)
Value$944.2K (+$9.7K)
Filed 2026-10-14
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$887.6K (+$8.3K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares9,948 from 9,948
Change0 (0%)
Value$883.0K (+$8.3K)
Filed 2026-10-23
Beacon Financial Advisory LLC
DECREASED
Shares9,658 from 9,963
Change-305 (-3%)
Value$857.2K (-$18.8K)
Filed 2026-10-16
HB Wealth Management, LLC
NEW
Shares9,627
Change+9,627
Value$854.5K
Filed 2026-10-23
Bond & Devick Financial Network, Inc.
INCREASED
Shares9,220 from 9,206
Change+14 (+0%)
Value$818.4K (+$8.9K)
Filed 2026-10-23
Novem Group
INCREASED
Shares8,767 from 7,579
Change+1,188 (+16%)
Value$778.1K (+$111.7K)
Filed 2026-10-19
Unique Wealth, LLC
NEW
Shares7,902
Change+7,902
Value$701.4K
Filed 2026-10-16
Aspect Partners, LLC
UNCHANGED
Shares7,387 from 7,387
Change0 (0%)
Value$655.7K (+$6.1K)
Filed 2026-10-20
Bourgeon Capital Management LLC
DECREASED
Shares7,192 from 7,634
Change-442 (-6%)
Value$638.4K (-$32.9K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
NEW
Shares7,154
Change+7,154
Value$635.0K
Filed 2026-10-23
Guardian Asset Advisors, LLC
INCREASED
Shares7,137 from 7,110
Change+27 (+0%)
Value$633.5K (+$8.5K)
Filed 2026-10-16
Human Investing LLC
DECREASED
Shares7,010 from 7,096
Change-86 (-1%)
Value$622.2K (-$1.7K)
Filed 2026-10-19
Outlook Wealth Advisors, LLC
INCREASED
Shares6,913 from 5,230
Change+1,683 (+32%)
Value$613.6K (+$152.0K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
UNCHANGED
Shares6,764 from 6,764
Change0 (0%)
Value$600.4K (+$33.8K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares6,247 from 6,638
Change-391 (-6%)
Value$553.7K (-$37.9K)
Filed 2026-10-19
Financial Perspectives, Inc
INCREASED
Shares5,718 from 5,693
Change+25 (+0%)
Value$507.5K (+$6.9K)
Filed 2026-11-03
Schear Investment Advisers, LLC
NEW
Shares5,617
Change+5,617
Value$498.6K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares5,617 from 4,370
Change+1,247 (+29%)
Value$498.6K (+$114.3K)
Filed 2026-10-14
Security Financial Services, Inc.
DECREASED
Shares5,449 from 5,743
Change-294 (-5%)
Value$483.6K (-$21.4K)
Filed 2026-10-29
D.A. Davidson & Co.
DECREASED
Shares5,412 from 5,443
Change-31 (-1%)
Value$480.4K (+$1.8K)
Filed 2026-10-28
Ackerman Capital Advisors, LLC
UNCHANGED
Shares5,257 from 5,257
Change0 (0%)
Value$466.6K (+$4.4K)
Filed 2026-10-30
Orgel Wealth Management, LLC
INCREASED
Shares5,191 from 4,895
Change+296 (+6%)
Value$460.8K (+$30.3K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,182 from 5,166
Change+16 (+0%)
Value$459.9K (+$5.7K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares5,060 from 4,995
Change+65 (+1%)
Value$439.9K (+$712)
Filed 2026-10-23
ShoreHaven Wealth Partners, LLC
DECREASED
Shares4,889 from 6,555
Change-1,666 (-25%)
Value$434.0K (-$142.4K)
Filed 2026-10-16
Choreo, LLC
DECREASED
Shares4,665 from 4,669
Change-4 (0%)
Value$414.1K (+$3.5K)
Filed 2026-10-28
Opulen Financial Group LLC
DECREASED
Shares4,628 from 5,203
Change-575 (-11%)
Value$410.8K (-$46.8K)
Filed 2026-10-22
Pembroke Management, LTD
NEW
Shares4,572
Change+4,572
Value$405.8K
Filed 2026-10-21
Probity Advisors, Inc.
INCREASED
Shares4,066 from 4,007
Change+59 (+1%)
Value$360.9K (+$8.6K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW
Shares3,955
Change+3,955
Value$348.7K
Filed 2026-10-13
Occidental Asset Management, LLC
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$339.5K (+$3.2K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares3,818 from 4,188
Change-370 (-9%)
Value$335.6K (-$31.6K)
Filed 2026-11-02
Princeton Global Asset Management LLC
UNCHANGED
Shares3,816 from 3,816
Change0 (0%)
Value$338.7K (+$3.2K)
Filed 2026-10-21
Crescent Grove Advisors, LLC
UNCHANGED
Shares3,516 from 3,516
Change0 (0%)
Value$312.1K (+$2.9K)
Filed 2026-10-21
CWS Financial Advisors, LLC
INCREASED
Shares3,369 from 3,367
Change+2 (+0%)
Value$299.1K (+$3.0K)
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares3,346 from 3,326
Change+20 (+1%)
Value$297.0K (+$4.5K)
Filed 2026-11-06
Apollon Financial, LLC
UNCHANGED
Shares3,229 from 3,229
Change0 (0%)
Value$286.6K (+$2.7K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares3,227 from 3,232
Change-5 (0%)
Value$286.5K (+$2.3K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares3,194 from 2,834
Change+360 (+13%)
Value$283.5K (+$34.3K)
Filed 2026-10-08
Clarity Asset Management, Inc.
DECREASED
Shares3,152 from 3,193
Change-41 (-1%)
Value$279.8K (-$961)
Filed 2026-10-14
Channel Wealth LLC
INCREASED
Shares2,942 from 2,719
Change+223 (+8%)
Value$261.1K (+$22.1K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares2,914 from 2,657
Change+257 (+10%)
Value$258.6K (+$25.0K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares2,767 from 2,663
Change+104 (+4%)
Value$245.6K (+$11.4K)
Filed 2026-10-21
Annex Advisory Services, LLC
DECREASED
Shares2,681 from 2,987
Change-306 (-10%)
Value$238.0K (-$24.7K)
Filed 2026-10-16
Chatham Capital Group, Inc.
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$233.9K (+$2.2K)
Filed 2026-10-16
Tennessee Valley Asset Management Partners
DECREASED
Shares2,619 from 2,651
Change-32 (-1%)
Value$232.5K (-$627)
Filed 2026-11-03
McLean Asset Management Corp
UNCHANGED
Shares2,609 from 2,609
Change0 (0%)
Value$242.5K (+$3.5K)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares2,596 from 2,632
Change-36 (-1%)
Value$230 (-$230.8K)
Filed 2026-10-26
Arwa LLC
INCREASED
Shares2,508 from 2,504
Change+4 (+0%)
Value$224.5K (-$1.3K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
NEW
Shares2,471
Change+2,471
Value$219.3K
Filed 2026-11-04
Elevation Wealth Management LLC
UNCHANGED
Shares2,413 from 2,413
Change0 (0%)
Value$214.1K (+$2.0K)
Filed 2026-11-02
Exchange Traded Concepts, LLC
UNCHANGED
Shares2,041 from 2,041
Change0 (0%)
Value$181.2K (+$1.7K)
Filed 2026-10-28
MidAtlantic Capital Management, Inc.
NEW
Shares1,957
Change+1,957
Value$173.7K
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares1,628 from 305
Change+1,323 (+434%)
Value$144.5K (+$117.7K)
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares1,596 from 1,596
Change0 (0%)
Value$141.7K (+$1.3K)
Filed 2026-10-20
Clearstead Advisors, LLC
NEW
Shares1,296
Change+1,296
Value$115.1K
Filed 2026-11-06
Blue Trust, Inc.
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$113.2K (+$1.1K)
Filed 2026-10-15
Cullen T Bankers, Inc.
INCREASED
Shares814 from 811
Change+3 (+0%)
Value$72.3K (+$1.0K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares759 from 375
Change+384 (+102%)
Value$67.4K (+$34.4K)
Filed 2026-11-05
Lynch Investment Planning, LLC
NEW
Shares620
Change+620
Value$55.0K
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares541 from 1,694
Change-1,153 (-68%)
Value$48.0K (-$100.9K)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares443 from 438
Change+5 (+1%)
Value$39.3K (+$777)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
NEW
Shares400
Change+400
Value$35.5K
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$27.9K (+$261)
Filed 2026-10-16
AlphaCore Capital LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$26.6K (+$249)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$23.5K (+$220)
Filed 2026-10-27
Pacifica Partners Inc.
INCREASED
Shares240 from 239
Change+1 (+0%)
Value$21.1K (-$190)
Filed 2026-10-09
Spire Wealth Management
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$15.5K (+$145)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$15.4K (+$143)
Filed 2026-11-04
Bfsg, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$13.4K (+$125)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares105 from 53
Change+52 (+98%)
Value$9.3K (+$4.7K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
NEW
Shares100
Change+100
Value$8.9K
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.9K (+$83)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$6.1K (+$57)
Filed 2026-11-03
Gleason Group, Inc.
NEW
Shares65
Change+65
Value$5.8K
Filed 2026-10-15
First Bancorp, Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.7K (+$44)
Filed 2026-10-26
Birchbrook, Inc.
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4.4K (+$61)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$352 ($0)
Filed 2026-11-06
Triad Wealth Partners, LLC
CLOSED
Shares0 from 4,600
Change-4,600 (-100%)
Value$0 (-$421.8K)
Filed 2026-10-26
Harfst & Associates, Inc.
CLOSED
Shares0 from 3,630
Change-3,630 (-100%)
Value$0 (-$319.1K)
Filed 2026-10-20
CPC Advisors, LLC
CLOSED
Shares0 from 2,425
Change-2,425 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-21
StoneX Group Inc.
CLOSED
Shares0 from 2,292
Change-2,292 (-100%)
Value$0 (-$202.2K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$40.9K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-16
Morgan Stanley
N/A
Shares— from 835,440
Change-835,440 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 774,943
Change-774,943 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 627,160
Change-627,160 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 487,782
Change-487,782 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 227,356
Change-227,356 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 215,044
Change-215,044 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 196,083
Change-196,083 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 195,039
Change-195,039 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 172,637
Change-172,637 (-100%)
Value—
UBS Group AG
N/A
Shares— from 163,096
Change-163,096 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 137,484
Change-137,484 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 119,607
Change-119,607 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 107,530
Change-107,530 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 102,283
Change-102,283 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100,476
Change-100,476 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 99,079
Change-99,079 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 71,182
Change-71,182 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 58,211
Change-58,211 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 55,874
Change-55,874 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 51,509
Change-51,509 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 51,006
Change-51,006 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 44,933
Change-44,933 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 44,460
Change-44,460 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 42,746
Change-42,746 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 38,466
Change-38,466 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 37,294
Change-37,294 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 34,287
Change-34,287 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 28,601
Change-28,601 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 25,262
Change-25,262 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 25,242
Change-25,242 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 22,009
Change-22,009 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 20,921
Change-20,921 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 17,360
Change-17,360 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,181
Change-16,181 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 15,615
Change-15,615 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,308
Change-15,308 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,190
Change-14,190 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,455
Change-13,455 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,746
Change-12,746 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 12,589
Change-12,589 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,388
Change-12,388 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,924
Change-10,924 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,592
Change-10,592 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,541
Change-9,541 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 9,358
Change-9,358 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,259
Change-8,259 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,167
Change-8,167 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,085
Change-7,085 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 6,628
Change-6,628 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,437
Change-4,437 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 725
Change-725 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 481
Change-481 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 401
Change-401 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 376
Change-376 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 316
Change-316 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 127
Change-127 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 64
Change-64 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
INCREASED499,442483,697+15,745+3%$42.5M$44.3M+$1.8M2026-11-06
AJ Advisors, LLC
INCREASED468,235462,543+5,692+1%$40.7M$41.6M+$889.1K2026-10-29
Commonwealth Equity Services, LLC
DECREASED376,981393,335-16,354-4%$34.6M$33.5M-$1.1M2026-11-02
Fifth Third Securities, Inc.
DECREASED150,967157,792-6,825-4%$13.9M$13.4M-$474.9K2026-10-21
Confluence Wealth Services, Inc.
INCREASED144,815141,962+2,853+2%$12.5M$12.9M+$371.1K2026-11-05
Thrivent Financial for Lutherans
INCREASED118,684116,883+1,801+2%$10.3M$10.4M+$156.0K2026-11-05
Lynx Investment Advisory
INCREASED104,03199,813+4,218+4%$8.8M$9.2M+$457.3K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED103,10094,273+8,827+9%$8.3M$9.2K-$8.3M2026-11-02
Concord Wealth Partners
DECREASED89,52290,312-790-1%$7.9M$7.9M+$4.8K2026-11-02
Concord Asset Management, LLC
DECREASED88,31588,570-2550%$7.8M$7.8M+$50.8K2026-11-02
Atria Investments, Inc
DECREASED84,22685,001-775-1%$7.5M$7.5M+$1.8K2026-10-15
River's Edge Wealth Management, LLC
INCREASED79,32777,946+1,381+2%$7.0M$7.2M+$175.7K2026-10-19
Bailard, Inc.
DECREASED76,75176,869-1180%$6.8M$6.8M+$53.3K2026-10-13
Truist Financial Corp
DECREASED70,22871,587-1,359-2%$6.3M$6.2M-$61.2K2026-10-30
WealthPlan Investment Management, LLC
DECREASED65,76277,215-11,453-15%$6.8M$5.8M-$952.4K2026-10-15
ADG Wealth Management Group, LLC
INCREASED64,68363,668+1,015+2%$5.6M$5.7M+$142.9K2026-10-23
GHP Investment Advisors, Inc.
DECREASED52,81655,095-2,279-4%$4.8M$4.7M-$156.6K2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED45,55644,963+593+1%$4.0M$4.0M+$90.0K2026-10-20
Diversify Wealth Management, LLC
DECREASED43,37944,587-1,208-3%$4.0M$3.9M-$114.8K2026-10-20
Diversify Advisory Services, LLC
DECREASED43,37944,587-1,208-3%$4.0M$3.9M-$114.8K2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED41,57641,852-276-1%$3.7M$3.7M+$10.2K2026-10-16
Cornerstone Advisors Asset Management, LLC
UNCHANGED41,04141,04100%$3.6M$3.6M+$34.1K2026-11-06
Good Harbor Advisors, Inc.
INCREASED40,84139,342+1,499+4%$3.5M$3.6M+$165.7K2026-10-20
WealthPLAN Partners, LLC
DECREASED37,64847,586-9,938-21%$4.2M$3.3M-$842.5K2026-10-15
Kestra Advisory Services, LLC
DECREASED37,41937,445-260%$3.3M$3.3M+$28.8K2026-11-02
Capital Investment Advisors, LLC
DECREASED36,17936,425-246-1%$3.2M$3.2M+$8.4K2026-10-22
Intrua Financial, LLC
DECREASED35,21140,154-4,943-12%$3.5M$3.1M-$405.4K2026-10-28
Larson Financial Group LLC
INCREASED34,11933,850+269+1%$3.0M$3.0M+$52.0K2026-11-05
LifeGoal Investments, LLC
INCREASED28,89428,861+33+0%$2.5M$2.6M+$26.9K2026-10-09
TrueWealth Advisors, LLC
DECREASED28,58788,626-60,039-68%$7.8M$2.5M-$5.3M2026-10-09
US Bancorp \de\
DECREASED25,51226,180-668-3%$2.3M$2.3M-$37.6K2026-11-05
Kraft, Davis & Associates, LLC
DECREASED23,55123,557-60%$2.1M$2.1M+$36.5K2026-10-21
Heck Capital Advisors, LLC
INCREASED22,58422,015+569+3%$1.9M$2.0M+$68.8K2026-10-14
Vaquero Private Wealth, LTD
DECREASED22,42723,047-620-3%$2.0M$2.0M-$35.9K2026-10-27
Concurrent Investment Advisors, LLC
NEW20,315—+20,315——$1.8M—2026-10-16
Creative Planning
INCREASED19,98819,312+676+4%$1.7M$1.8M+$76.1K2026-11-02
Bank of New York Mellon Corp
INCREASED18,57116,601+1,970+12%$1.5M$1.6M+$188.7K2026-11-05
Family Capital Management, Inc.
INCREASED18,12017,944+176+1%$1.6M$1.6M+$30.6K2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED17,02817,02800%$1.5M$1.5M+$14.1K2026-10-23
John W. Brooker & Co., CPAs
INCREASED16,65514,231+2,424+17%$1.3M$1.5M+$227.0K2026-10-21
Zenith Solutions, Inc.
INCREASED15,79615,620+176+1%$1.4M$1.4M+$28.5K2026-10-19
Detalus Advisors, LLC
INCREASED14,67613,994+682+5%$1.2M$1.3M+$72.2K2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED13,86313,853+10+0%$1.2M$1.2M+$12.4K2026-11-04
Sweeney & Michel, LLC
INCREASED12,83312,628+205+2%$1.2M$1.1M-$39.7K2026-10-16
PNC Financial Services Group, Inc.
DECREASED12,78513,064-279-2%$1.1M$1.1M-$13.8K2026-11-06
Indivisible Partners
INCREASED12,60512,506+99+1%$1.1M$1.1M+$19.2K2026-10-26
Capital Advisors, Ltd. LLC
INCREASED12,46912,464+5+0%$1.1K$1.1K+$112026-10-27
OpenArc Corporate Advisory, LLC
INCREASED11,2198,285+2,934+35%$728.5K$995.8K+$267.3K2026-10-21
Sagespring Wealth Partners, LLC
INCREASED10,7509,308+1,442+15%$818.5K$954.2K+$135.7K2026-10-22
Schorn Wealth LLC
INCREASED10,63810,628+10+0%$934.5K$944.2K+$9.7K2026-10-14
Roof Eidam Maycock Peralta, LLC
UNCHANGED10,00010,00000%$879.3K$887.6K+$8.3K2026-10-15
Kingswood Wealth Advisors, LLC
UNCHANGED9,9489,94800%$874.7K$883.0K+$8.3K2026-10-23
Beacon Financial Advisory LLC
DECREASED9,6589,963-305-3%$876.1K$857.2K-$18.8K2026-10-16
HB Wealth Management, LLC
NEW9,627—+9,627——$854.5K—2026-10-23
Bond & Devick Financial Network, Inc.
INCREASED9,2209,206+14+0%$809.5K$818.4K+$8.9K2026-10-23
Novem Group
INCREASED8,7677,579+1,188+16%$666.4K$778.1K+$111.7K2026-10-19
Unique Wealth, LLC
NEW7,902—+7,902——$701.4K—2026-10-16
Aspect Partners, LLC
UNCHANGED7,3877,38700%$649.5K$655.7K+$6.1K2026-10-20
Bourgeon Capital Management LLC
DECREASED7,1927,634-442-6%$671.3K$638.4K-$32.9K2026-10-19
Bright Futures Wealth Management, Llc.
NEW7,154—+7,154——$635.0K—2026-10-23
Guardian Asset Advisors, LLC
INCREASED7,1377,110+27+0%$625.1K$633.5K+$8.5K2026-10-16
Human Investing LLC
DECREASED7,0107,096-86-1%$624.0K$622.2K-$1.7K2026-10-19
Outlook Wealth Advisors, LLC
INCREASED6,9135,230+1,683+32%$461.6K$613.6K+$152.0K2026-10-28
SAX Wealth Advisors, LLC
UNCHANGED6,7646,76400%$566.6K$600.4K+$33.8K2026-10-13
CFS Investment Advisory Services, LLC
DECREASED6,2476,638-391-6%$591.6K$553.7K-$37.9K2026-10-19
Financial Perspectives, Inc
INCREASED5,7185,693+25+0%$500.6K$507.5K+$6.9K2026-11-03
Schear Investment Advisers, LLC
NEW5,617—+5,617——$498.6K—2026-10-14
Tempo Wealth, LLC
INCREASED5,6174,370+1,247+29%$384.3K$498.6K+$114.3K2026-10-14
Security Financial Services, Inc.
DECREASED5,4495,743-294-5%$505.0K$483.6K-$21.4K2026-10-29
D.A. Davidson & Co.
DECREASED5,4125,443-31-1%$478.6K$480.4K+$1.8K2026-10-28
Ackerman Capital Advisors, LLC
UNCHANGED5,2575,25700%$462.2K$466.6K+$4.4K2026-10-30
Orgel Wealth Management, LLC
INCREASED5,1914,895+296+6%$430.4K$460.8K+$30.3K2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED5,1825,166+16+0%$454.2K$459.9K+$5.7K2026-10-13
Sigma Planning Corp
INCREASED5,0604,995+65+1%$439.2K$439.9K+$7122026-10-23
ShoreHaven Wealth Partners, LLC
DECREASED4,8896,555-1,666-25%$576.4K$434.0K-$142.4K2026-10-16
Choreo, LLC
DECREASED4,6654,669-40%$410.5K$414.1K+$3.5K2026-10-28
Opulen Financial Group LLC
DECREASED4,6285,203-575-11%$457.5K$410.8K-$46.8K2026-10-22
Pembroke Management, LTD
NEW4,572—+4,572——$405.8K—2026-10-21
Probity Advisors, Inc.
INCREASED4,0664,007+59+1%$352.3K$360.9K+$8.6K2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW3,955—+3,955——$348.7K—2026-10-13
Occidental Asset Management, LLC
UNCHANGED3,8253,82500%$336.3K$339.5K+$3.2K2026-11-05
International Assets Investment Management, LLC
DECREASED3,8184,188-370-9%$367.3K$335.6K-$31.6K2026-11-02
Princeton Global Asset Management LLC
UNCHANGED3,8163,81600%$335.5K$338.7K+$3.2K2026-10-21
Crescent Grove Advisors, LLC
UNCHANGED3,5163,51600%$309.2K$312.1K+$2.9K2026-10-21
CWS Financial Advisors, LLC
INCREASED3,3693,367+2+0%$296.1K$299.1K+$3.0K2026-10-16
Valmark Advisers, Inc.
INCREASED3,3463,326+20+1%$292.4K$297.0K+$4.5K2026-11-06
Apollon Financial, LLC
UNCHANGED3,2293,22900%$283.9K$286.6K+$2.7K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED3,2273,232-50%$284.2K$286.5K+$2.3K2026-10-21
Farther Finance Advisors, LLC
INCREASED3,1942,834+360+13%$249.2K$283.5K+$34.3K2026-10-08
Clarity Asset Management, Inc.
DECREASED3,1523,193-41-1%$280.7K$279.8K-$9612026-10-14
Channel Wealth LLC
INCREASED2,9422,719+223+8%$239.1K$261.1K+$22.1K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED2,9142,657+257+10%$233.6K$258.6K+$25.0K2026-11-05
Assetmark, Inc
INCREASED2,7672,663+104+4%$234.2K$245.6K+$11.4K2026-10-21
Annex Advisory Services, LLC
DECREASED2,6812,987-306-10%$262.7K$238.0K-$24.7K2026-10-16
Chatham Capital Group, Inc.
UNCHANGED2,6352,63500%$231.7K$233.9K+$2.2K2026-10-16
Tennessee Valley Asset Management Partners
DECREASED2,6192,651-32-1%$233.1K$232.5K-$6272026-11-03
McLean Asset Management Corp
UNCHANGED2,6092,60900%$239.0K$242.5K+$3.5K2026-11-06
Park Avenue Securities LLC
DECREASED2,5962,632-36-1%$231.0K$230-$230.8K2026-10-26
Arwa LLC
INCREASED2,5082,504+4+0%$225.9K$224.5K-$1.3K2026-10-21
Daymark Wealth Partners, LLC
NEW2,471—+2,471——$219.3K—2026-11-04
Elevation Wealth Management LLC
UNCHANGED2,4132,41300%$212.2K$214.1K+$2.0K2026-11-02
Exchange Traded Concepts, LLC
UNCHANGED2,0412,04100%$179.5K$181.2K+$1.7K2026-10-28
MidAtlantic Capital Management, Inc.
NEW1,957—+1,957——$173.7K—2026-11-05
IFP Advisors, Inc
INCREASED1,628305+1,323+434%$26.8K$144.5K+$117.7K2026-10-16
Private Trust Co NA
UNCHANGED1,5961,59600%$140.3K$141.7K+$1.3K2026-10-20
Clearstead Advisors, LLC
NEW1,296—+1,296——$115.1K—2026-11-06
Blue Trust, Inc.
UNCHANGED1,2751,27500%$112.1K$113.2K+$1.1K2026-10-15
Cullen T Bankers, Inc.
INCREASED814811+3+0%$71.3K$72.3K+$1.0K2026-10-28
Fifth Third Bancorp
INCREASED759375+384+102%$33.0K$67.4K+$34.4K2026-11-05
Lynch Investment Planning, LLC
NEW620—+620——$55.0K—2026-10-27
Lanark Financial, Inc.
DECREASED5411,694-1,153-68%$149.0K$48.0K-$100.9K2026-10-26
Triumph Capital Management
INCREASED443438+5+1%$38.5K$39.3K+$7772026-10-14
Cassaday & Co Wealth Management LLC
NEW400—+400——$35.5K—2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED31431400%$27.6K$27.9K+$2612026-10-16
AlphaCore Capital LLC
UNCHANGED30030000%$26.4K$26.6K+$2492026-11-04
North Star Investment Management Corp.
UNCHANGED26526500%$23.3K$23.5K+$2202026-10-27
Pacifica Partners Inc.
INCREASED240239+1+0%$21.3K$21.1K-$1902026-10-09
Spire Wealth Management
UNCHANGED17517500%$15.4K$15.5K+$1452026-10-30
Creative Financial Designs Inc
UNCHANGED17317300%$15.2K$15.4K+$1432026-11-04
Bfsg, LLC
UNCHANGED15115100%$13.3K$13.4K+$1252026-10-30
Golden State Wealth Management, LLC
INCREASED10553+52+98%$4.7K$9.3K+$4.7K2026-11-02
Ashton Thomas Securities, LLC
NEW100—+100——$8.9K—2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED10010000%$8.8K$8.9K+$832026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED696900%$6.1K$6.1K+$572026-11-03
Gleason Group, Inc.
NEW65—+65——$5.8K—2026-10-15
First Bancorp, Inc
UNCHANGED535300%$4.7K$4.7K+$442026-10-26
Birchbrook, Inc.
UNCHANGED494900%$4.3K$4.4K+$612026-10-14
Allworth Financial LP
UNCHANGED4400%$352$352$02026-11-06
Triad Wealth Partners, LLC
CLOSED04,600-4,600-100%$421.8K$0-$421.8K2026-10-26
Harfst & Associates, Inc.
CLOSED03,630-3,630-100%$319.1K$0-$319.1K2026-10-20
CPC Advisors, LLC
CLOSED02,425-2,425-100%$213.2K$0-$213.2K2026-10-21
StoneX Group Inc.
CLOSED02,292-2,292-100%$202.2K$0-$202.2K2026-11-03
Commonwealth Retirement Investments LLC
CLOSED0465-465-100%$40.9K$0-$40.9K2026-10-26
Cornerstone Planning Group LLC
CLOSED0137-137-100%$12.4K$0-$12.4K2026-10-16
Morgan Stanley
N/A—835,440-835,440-100%$73.5M———
Bank of America Corp
N/A—774,943-774,943-100%$68.1M———
Osaic Holdings, Inc.
N/A—627,160-627,160-100%$55.1M———
Raymond James Financial Inc
N/A—487,782-487,782-100%$42.9M———
JPMorgan Chase & Co
N/A—227,356-227,356-100%$20.1M———
Envestnet Asset Management Inc
N/A—215,044-215,044-100%$18.9M———
Janney Montgomery Scott LLC
N/A—196,083-196,083-100%$17.2M———
Baltimore-Washington Financial Advisors, Inc.
N/A—195,039-195,039-100%$17.1M———
Sanctuary Advisors, LLC
N/A—172,637-172,637-100%$15.2M———
UBS Group AG
N/A—163,096-163,096-100%$14.3M———
Beacon Pointe Advisors, LLC
N/A—137,484-137,484-100%$12.1M———
Rothschild Wealth LLC
N/A—119,607-119,607-100%$10.5M———
Cetera Investment Advisers
N/A—107,530-107,530-100%$9.5M———
Jane Street Group, LLC
N/A—102,283-102,283-100%$9.0M———
Royal Bank of Canada
N/A—100,476-100,476-100%$8.8M———
MAI Capital Management
N/A—99,079-99,079-100%$8.7M———
Captrust Financial Advisors
N/A—71,182-71,182-100%$6.3M———
Rockefeller Capital Management L.P.
N/A—58,211-58,211-100%$5.1M———
Jones Financial Companies Lllp
N/A—55,874-55,874-100%$4.9M———
MML Investors Services, LLC
N/A—51,509-51,509-100%$4.5M———
Citadel Advisors LLC
N/A—51,006-51,006-100%$4.5M———
Mariner, LLC
N/A—44,933-44,933-100%$4.0M———
Northwestern Mutual Wealth Management Co
N/A—44,460-44,460-100%$3.9M———
Goepper Burkhardt LLC
N/A—42,746-42,746-100%$3.8M———
Berkshire Asset Management LLC
N/A—38,466-38,466-100%$3.4M———
CreativeOne Wealth, LLC
N/A—37,294-37,294-100%$3.3M———
Capital Analysts, LLC
N/A—34,287-34,287-100%$3.0M———
Colonial Trust Co / SC
N/A—28,601-28,601-100%$2.5M———
Anchor Investment Management, LLC
N/A—25,262-25,262-100%$2.2M———
Aptus Capital Advisors, LLC
N/A—25,242-25,242-100%$2.2M———
Stifel Financial Corp
N/A—22,009-22,009-100%$1.9M———
Westfuller Advisors, LLC
N/A—20,921-20,921-100%$1.8M———
Stratos Wealth Advisors, LLC
N/A—17,360-17,360-100%$1.5M———
HighTower Advisors, LLC
N/A—16,181-16,181-100%$1.4M———
Dynasty Wealth Management, LLC
N/A—15,615-15,615-100%$1.4M———
Arax Advisory Partners
N/A—15,308-15,308-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—14,190-14,190-100%$1.2M———
Kovack Advisors, Inc.
N/A—13,455-13,455-100%$1.2M———
FMR LLC
N/A—13,400-13,400-100%$1.2M———
O'shaughnessy Asset Management, LLC
N/A—12,746-12,746-100%$1.1M———
Pine Harbor Wealth Management, LLC
N/A—12,589-12,589-100%$1.1M———
Vestmark Advisory Solutions, Inc.
N/A—12,388-12,388-100%$1.1M———
Advisory Services Network, LLC
N/A—10,924-10,924-100%$960.5K———
Integrated Wealth Concepts LLC
N/A—10,592-10,592-100%$931.4K———
Snowwater Investment Partners, LLC
N/A—9,939-9,939-100%$873.9K———
PFG Investments, LLC
N/A—9,541-9,541-100%$838.9K———
Icon Wealth Advisors, LLC
N/A—9,358-9,358-100%$822.8K———
Mercer Global Advisors Inc
N/A—8,259-8,259-100%$726.2K———
Stratos Wealth Partners, Ltd.
N/A—8,167-8,167-100%$718.2K———
Equitable Holdings, Inc.
N/A—7,815-7,815-100%$687.1K———
Wells Fargo & Company
N/A—7,391-7,391-100%$649.9K———
Goldman Sachs Group Inc
N/A—7,121-7,121-100%$626.2K———
Arkadios Wealth Advisors
N/A—7,085-7,085-100%$623.0K———
Guardian Wealth Advisors, LLC / NC
N/A—6,985-6,985-100%$614.2K———
First Manhattan Co. Llc.
N/A—6,628-6,628-100%$582.8K———
BFC Planning, Inc.
N/A—6,490-6,490-100%$570.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,812-5,812-100%$511.1K———
Private Advisor Group, LLC
N/A—5,503-5,503-100%$483.9K———
Cozad Asset Management Inc
N/A—5,475-5,475-100%$481.4K———
Susquehanna International Group, LLP
N/A—5,356-5,356-100%$471.0K———
Moneta Group Investment Advisors LLC
N/A—5,273-5,273-100%$463.7K———
Bull Harbor Capital LLC
N/A—5,224-5,224-100%$459.3K———
Principal Securities, Inc.
N/A—5,058-5,058-100%$444.8K———
HRT Financial LP
N/A—5,026-5,026-100%$441.0K———
Beacon Bridge Wealth Partners, LLC
N/A—4,643-4,643-100%$408.3K———
Regal Investment Advisors LLC
N/A—4,491-4,491-100%$394.9K———
Second Line Capital, LLC
N/A—4,437-4,437-100%$390.1K———
Ameritas Advisory Services, LLC
N/A—3,710-3,710-100%$326.3K———
Sfmg, LLC
N/A—3,622-3,622-100%$318.5K———
UBS Asset Management Americas LLC
N/A—3,436-3,436-100%$302.1K———
Mayflower Financial Advisors, LLC
N/A—3,218-3,218-100%$283.0K———
Quantinno Capital Management LP
N/A—3,154-3,154-100%$277.4K———
Ausdal Financial Partners, Inc.
N/A—2,831-2,831-100%$248.9K———
Foundations Investment Advisors, LLC
N/A—2,818-2,818-100%$247.8K———
Wellington-Altus USA Inc.
N/A—2,685-2,685-100%$224.9K———
Leavell Investment Management, Inc.
N/A—2,625-2,625-100%$230.8K———
Curi Capital, LLC
N/A—2,603-2,603-100%$228.9K———
Cerity Partners LLC
N/A—2,600-2,600-100%$228.6K———
Global Retirement Partners, LLC
N/A—2,569-2,569-100%$225.9K———
Delos Wealth Advisors, LLC
N/A—2,374-2,374-100%$208.7K———
Dorsey & Whitney Trust Co LLC
N/A—2,356-2,356-100%$207.2K———
Vision Retirement, LLC
N/A—2,333-2,333-100%$205.2K———
Kinetic Wealth Investment Advisors LLC
N/A—2,308-2,308-100%$203.0K———
Huntington National Bank
N/A—1,606-1,606-100%$141.2K———
Synergy Investment Management, LLC
N/A—1,493-1,493-100%$131.2K———
Godfrey Financial Associates, Inc.
N/A—1,307-1,307-100%$114.9K———
Franklin Resources Inc
N/A—1,044-1,044-100%$91.8K———
AE Wealth Management LLC
N/A—914-914-100%$80.4K———
Millstone Evans Group, LLC
N/A—875-875-100%$76.9K———
Glen Eagle Advisors, LLC
N/A—814-814-100%$71.6K———
National Bank of Canada
N/A—725-725-100%$63.7K———
Imprint Wealth LLC
N/A—723-723-100%$63.6K———
Steward Partners Investment Advisory, LLC
N/A—652-652-100%$57.3K———
IFG Advisory, LLC
N/A—539-539-100%$47.4K———
Federation des caisses Desjardins du Quebec
N/A—481-481-100%$42.3K———
BlackRock, Inc.
N/A—427-427-100%$37.5K———
CVA Family Office, LLC
N/A—420-420-100%$36.9K———
IMA Advisory Services, Inc.
N/A—401-401-100%$35.3K———
Bank of Montreal
N/A—376-376-100%$33.1K———
Smartleaf Asset Management LLC
N/A—358-358-100%$31.6K———
Three Bearings Fiduciary Advisors, Inc.
N/A—316-316-100%$27.8K———
Steigerwald, Gordon & Koch Inc.
N/A—305-305-100%$26.8K———
NewEdge Advisors, LLC
N/A—263-263-100%$23.1K———
Atomic Invest LLC
N/A—223-223-100%$19.7K———
Vanguard Advisers Inc
N/A—127-127-100%$11.2K———
Strive Financial Group,LLC
N/A—97-97-100%$8.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—64-64-100%$5.6K———
Geneos Wealth Management Inc.
N/A—50-50-100%$4.4K———
Providence Capital Advisors, LLC
N/A—44-44-100%$3.9K———
Hantz Financial Services, Inc.
N/A—7-7-100%$1———
Continuum Advisory, LLC
N/A—4-4-100%$352———
Showing 245 of 245 institutions