IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares TR

Q3 2022 vs Q4 2022

Comparing institutional holders between quarters

Quarters

Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares7,708 from 7,708
Change0 (0%)
Value$195 ($0)
Filed 2023-02-07
Coastal Capital Group, Inc.
INCREASED
Shares399 from 398
Change+1 (+0%)
Value$10.3K (+$10.3K)
Filed 2023-02-06
Wells Fargo & Company
CLOSED
Shares0 from 1,243,633
Change-1,243,633 (-100%)
Value$0 (-$32.2K)
Filed 2023-02-13
Bank of America Corp
CLOSED
Shares0 from 1,199,050
Change-1,199,050 (-100%)
Value$0 (-$31.1K)
Filed 2023-02-10
US Bancorp \de\
CLOSED
Shares0 from 1,153,823
Change-1,153,823 (-100%)
Value$0 (-$29.9K)
Filed 2023-02-13
Morgan Stanley
CLOSED
Shares0 from 408,538
Change-408,538 (-100%)
Value$0 (-$10.6K)
Filed 2023-02-14
NewEdge Advisors, LLC
CLOSED
Shares0 from 383,231
Change-383,231 (-100%)
Value$0 (-$9.9K)
Filed 2023-02-14
Leavell Investment Management, Inc.
CLOSED
Shares0 from 372,252
Change-372,252 (-100%)
Value$0 (-$9.6K)
Filed 2023-01-17
PFS Investments Inc.
CLOSED
Shares0 from 257,949
Change-257,949 (-100%)
Value$0 (-$6.7K)
Filed 2023-02-15
LPL Financial LLC
CLOSED
Shares0 from 256,505
Change-256,505 (-100%)
Value$0 (-$6.6K)
Filed 2023-02-07
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 234,988
Change-234,988 (-100%)
Value$0 (-$6.1K)
Filed 2023-02-08
Envestnet Asset Management Inc
CLOSED
Shares0 from 220,634
Change-220,634 (-100%)
Value$0 (-$5.7K)
Filed 2023-02-07
Truist Financial Corp
CLOSED
Shares0 from 195,712
Change-195,712 (-100%)
Value$0 (-$5.1K)
Filed 2023-02-17
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 185,494
Change-185,494 (-100%)
Value$0 (-$4.8K)
Filed 2023-02-07
Karlinski Andrew C
CLOSED
Shares0 from 183,082
Change-183,082 (-100%)
Value$0 (-$4.7K)
Filed 2023-02-17
Lincoln National Corp
CLOSED
Shares0 from 174,446
Change-174,446 (-100%)
Value$0 (-$4.5K)
Filed 2023-02-08
Mariner, LLC
CLOSED
Shares0 from 165,996
Change-165,996 (-100%)
Value$0 (-$4.3K)
Filed 2023-02-14
HighTower Advisors, LLC
CLOSED
Shares0 from 164,388
Change-164,388 (-100%)
Value$0 (-$4.3K)
Filed 2023-02-09
Raymond James & Associates
CLOSED
Shares0 from 162,006
Change-162,006 (-100%)
Value$0 (-$4.2K)
Filed 2023-02-08
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 161,547
Change-161,547 (-100%)
Value$0 (-$4.2K)
Filed 2023-02-21
Stonebridge Capital Advisors LLC
CLOSED
Shares0 from 160,546
Change-160,546 (-100%)
Value$0 (-$4.2K)
Filed 2023-02-14
Asset Dedication, LLC
CLOSED
Shares0 from 154,878
Change-154,878 (-100%)
Value$0 (-$4.0K)
Filed 2023-01-19
Legacy Private Trust Co.
CLOSED
Shares0 from 143,748
Change-143,748 (-100%)
Value$0 (-$3.7K)
Filed 2023-01-19
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 142,548
Change-142,548 (-100%)
Value$0 (-$3.7K)
Filed 2023-02-15
Ameriprise Financial Inc
CLOSED
Shares0 from 138,648
Change-138,648 (-100%)
Value$0 (-$3.6K)
Filed 2023-02-14
Spire Wealth Management
CLOSED
Shares0 from 120,964
Change-120,964 (-100%)
Value$0 (-$3.1K)
Filed 2023-02-03
Mercer Global Advisors Inc
CLOSED
Shares0 from 119,504
Change-119,504 (-100%)
Value$0 (-$3.1K)
Filed 2023-02-09
Gateway Advisory, LLC
CLOSED
Shares0 from 114,970
Change-114,970 (-100%)
Value$0 (-$3.0K)
Filed 2023-02-14
Sonata Capital Group Inc
CLOSED
Shares0 from 108,843
Change-108,843 (-100%)
Value$0 (-$2.8K)
Filed 2023-02-08
Royal Bank of Canada
CLOSED
Shares0 from 99,734
Change-99,734 (-100%)
Value$0 (-$2.6K)
Filed 2023-02-14
UBS Group AG
CLOSED
Shares0 from 96,660
Change-96,660 (-100%)
Value$0 (-$2.5K)
Filed 2023-02-08
Bank of Montreal
CLOSED
Shares0 from 96,462
Change-96,462 (-100%)
Value$0 (-$2.5K)
Filed 2023-02-01
Jane Street Group, LLC
CLOSED
Shares0 from 83,245
Change-83,245 (-100%)
Value$0 (-$2.2K)
Filed 2023-02-15
Vista Finance, LLC
CLOSED
Shares0 from 82,731
Change-82,731 (-100%)
Value$0 (-$2.1K)
Filed 2023-02-10
Paradigm, Strategies in Wealth Management, LLC
CLOSED
Shares0 from 76,991
Change-76,991 (-100%)
Value$0 (-$2.0K)
Filed 2023-01-20
Covington Investment Advisors Inc.
CLOSED
Shares0 from 76,955
Change-76,955 (-100%)
Value$0 (-$2.0K)
Filed 2023-02-10
Phillips Financial Management, LLC
CLOSED
Shares0 from 74,921
Change-74,921 (-100%)
Value$0 (-$1.9K)
Filed 2023-01-24
Praetorian Wealth Management, Inc.
CLOSED
Shares0 from 74,795
Change-74,795 (-100%)
Value$0 (-$1.9K)
Filed 2023-01-11
Private Advisor Group, LLC
CLOSED
Shares0 from 73,162
Change-73,162 (-100%)
Value$0 (-$1.9K)
Filed 2023-01-18
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 65,464
Change-65,464 (-100%)
Value$0 (-$1.7K)
Filed 2023-02-13
Susquehanna International Group, LLP
CLOSED
Shares0 from 63,037
Change-63,037 (-100%)
Value$0 (-$1.6K)
Filed 2023-02-14
Paradiem, LLC
CLOSED
Shares0 from 62,106
Change-62,106 (-100%)
Value$0 (-$1.6K)
Filed 2023-01-24
Sentinel Pension Advisors, LLC
CLOSED
Shares0 from 62,053
Change-62,053 (-100%)
Value$0 (-$1.6K)
Filed 2023-02-06
Sigma Investment Counselors Inc
CLOSED
Shares0 from 60,460
Change-60,460 (-100%)
Value$0 (-$1.6K)
Filed 2023-01-27
Donaldson Capital Management, LLC
CLOSED
Shares0 from 55,065
Change-55,065 (-100%)
Value$0 (-$1.4K)
Filed 2023-02-08
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 54,921
Change-54,921 (-100%)
Value$0 (-$1.4K)
Filed 2023-02-08
Osaic Holdings, Inc.
CLOSED
Shares0 from 48,841
Change-48,841 (-100%)
Value$0 (-$1.3K)
Filed 2023-02-10
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 48,627
Change-48,627 (-100%)
Value$0 (-$1.3K)
Filed 2023-02-06
Washington Trust Bank
CLOSED
Shares0 from 47,379
Change-47,379 (-100%)
Value$0 (-$1.2K)
Filed 2023-02-06
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 47,203
Change-47,203 (-100%)
Value$0 (-$1.2K)
Filed 2023-03-15
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 46,438
Change-46,438 (-100%)
Value$0 (-$1.2K)
Filed 2023-02-10
Central Trust Co
CLOSED
Shares0 from 45,625
Change-45,625 (-100%)
Value$0 (-$1.2K)
Filed 2023-01-26
Regions Financial Corp
CLOSED
Shares0 from 43,622
Change-43,622 (-100%)
Value$0 (-$1.1K)
Filed 2023-02-06
AMG National Trust Bank
CLOSED
Shares0 from 42,175
Change-42,175 (-100%)
Value$0 (-$1.1K)
Filed 2023-02-08
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 41,799
Change-41,799 (-100%)
Value$0 (-$1.1K)
Filed 2023-02-14
Captrust Financial Advisors
CLOSED
Shares0 from 41,392
Change-41,392 (-100%)
Value$0 (-$1.1K)
Filed 2023-02-15
Roof Eidam Maycock Peralta, LLC
CLOSED
Shares0 from 40,560
Change-40,560 (-100%)
Value$0 (-$1.1K)
Filed 2023-02-14
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 40,336
Change-40,336 (-100%)
Value$0 (-$1.0K)
Filed 2023-02-01
EP Wealth Advisors, LLC
CLOSED
Shares0 from 36,027
Change-36,027 (-100%)
Value$0 (-$933)
Filed 2023-06-12
Blue Square Asset Management, LLC
CLOSED
Shares0 from 35,942
Change-35,942 (-100%)
Value$0 (-$931)
Filed 2023-01-24
Forte Asset Management LLC
CLOSED
Shares0 from 35,400
Change-35,400 (-100%)
Value$0 (-$917)
Filed 2023-01-17
King Luther Capital Management Corp
CLOSED
Shares0 from 35,394
Change-35,394 (-100%)
Value$0 (-$917)
Filed 2023-02-13
Valmark Advisers, Inc.
CLOSED
Shares0 from 34,836
Change-34,836 (-100%)
Value$0 (-$902)
Filed 2023-02-07
Apollon Wealth Management, LLC
CLOSED
Shares0 from 34,400
Change-34,400 (-100%)
Value$0 (-$891)
Filed 2023-02-15
Prism Advisors, Inc.
CLOSED
Shares0 from 31,321
Change-31,321 (-100%)
Value$0 (-$811)
Filed 2023-01-31
Emerald Advisors, LLC
CLOSED
Shares0 from 27,420
Change-27,420 (-100%)
Value$0 (-$710)
Filed 2023-01-20
Janney Montgomery Scott LLC
CLOSED
Shares0 from 26,809
Change-26,809 (-100%)
Value$0 (-$694)
Filed 2023-02-01
Stifel Financial Corp
CLOSED
Shares0 from 25,620
Change-25,620 (-100%)
Value$0 (-$664)
Filed 2023-02-13
Sandy Spring Bank
CLOSED
Shares0 from 25,230
Change-25,230 (-100%)
Value$0 (-$653)
Filed 2023-02-10
ETF Portfolio Partners, Inc.
CLOSED
Shares0 from 24,746
Change-24,746 (-100%)
Value$0 (-$641)
Filed 2023-01-10
Tradition Wealth Management, LLC
CLOSED
Shares0 from 24,051
Change-24,051 (-100%)
Value$0 (-$623)
Filed 2023-02-03
Princeton Global Asset Management LLC
CLOSED
Shares0 from 23,265
Change-23,265 (-100%)
Value$0 (-$603)
Filed 2023-02-06
Seldon Capital LP
CLOSED
Shares0 from 23,197
Change-23,197 (-100%)
Value$0 (-$601)
Filed 2023-02-10
Royal Harbor Partners, LLC
CLOSED
Shares0 from 22,120
Change-22,120 (-100%)
Value$0 (-$573)
Filed 2023-01-24
SlateStone Wealth, LLC
CLOSED
Shares0 from 21,510
Change-21,510 (-100%)
Value$0 (-$557)
Filed 2023-02-01
Baird Financial Group, Inc.
CLOSED
Shares0 from 21,220
Change-21,220 (-100%)
Value$0 (-$550)
Filed 2023-02-13
MCF Advisors LLC
CLOSED
Shares0 from 20,666
Change-20,666 (-100%)
Value$0 (-$535)
Filed 2023-01-31
Creative Planning
CLOSED
Shares0 from 20,609
Change-20,609 (-100%)
Value$0 (-$534)
Filed 2023-02-10
Advisory Services Network, LLC
CLOSED
Shares0 from 18,483
Change-18,483 (-100%)
Value$0 (-$479)
Filed 2023-02-13
Rehmann Capital Advisory Group
CLOSED
Shares0 from 17,796
Change-17,796 (-100%)
Value$0 (-$460.9K)
Filed 2023-02-10
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 17,743
Change-17,743 (-100%)
Value$0 (-$459)
Filed 2023-02-13
CWM, LLC
CLOSED
Shares0 from 17,571
Change-17,571 (-100%)
Value$0 (-$455)
Filed 2023-02-01
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 17,376
Change-17,376 (-100%)
Value$0 (-$450)
Filed 2023-01-19
Lantz Financial LLC
CLOSED
Shares0 from 16,869
Change-16,869 (-100%)
Value$0 (-$437)
Filed 2023-01-23
D.A. Davidson & Co.
CLOSED
Shares0 from 16,477
Change-16,477 (-100%)
Value$0 (-$427)
Filed 2023-02-03
BCS Wealth Management
CLOSED
Shares0 from 14,347
Change-14,347 (-100%)
Value$0 (-$372)
Filed 2023-01-10
Cetera Advisor Networks LLC
CLOSED
Shares0 from 13,870
Change-13,870 (-100%)
Value$0 (-$359)
Filed 2023-02-14
Peloton Wealth Strategists
CLOSED
Shares0 from 13,500
Change-13,500 (-100%)
Value$0 (-$350)
Filed 2023-02-13
Cary Street Partners Asset Management LLC
CLOSED
Shares0 from 13,097
Change-13,097 (-100%)
Value$0 (-$339)
Filed 2023-02-14
Beacon Financial Group
CLOSED
Shares0 from 12,875
Change-12,875 (-100%)
Value$0 (-$333)
Filed 2023-01-19
Private Trust Co NA
CLOSED
Shares0 from 12,505
Change-12,505 (-100%)
Value$0 (-$324)
Filed 2023-01-18
GW Henssler & Associates LTD
CLOSED
Shares0 from 12,053
Change-12,053 (-100%)
Value$0 (-$312)
Filed 2023-02-03
Commerce Bank
CLOSED
Shares0 from 12,010
Change-12,010 (-100%)
Value$0 (-$311)
Filed 2023-02-10
Wealthstar Advisors, LLC
CLOSED
Shares0 from 11,893
Change-11,893 (-100%)
Value$0 (-$309)
Filed 2023-02-15
MML Investors Services, LLC
CLOSED
Shares0 from 11,844
Change-11,844 (-100%)
Value$0 (-$307)
Filed 2023-02-13
Guidance Point Advisors, LLC
CLOSED
Shares0 from 11,008
Change-11,008 (-100%)
Value$0 (-$285)
Filed 2023-01-18
Archford Capital Strategies, LLC
CLOSED
Shares0 from 10,946
Change-10,946 (-100%)
Value$0 (-$284)
Filed 2023-01-26
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 10,729
Change-10,729 (-100%)
Value$0 (-$277.9K)
Filed 2023-07-20
Childress Capital Advisors, LLC
CLOSED
Shares0 from 10,320
Change-10,320 (-100%)
Value$0 (-$267)
Filed 2023-02-03
IHT Wealth Management, LLC
CLOSED
Shares0 from 10,311
Change-10,311 (-100%)
Value$0 (-$267)
Filed 2023-02-15
Lee Financial Co
CLOSED
Shares0 from 10,183
Change-10,183 (-100%)
Value$0 (-$264)
Filed 2023-02-09
New Perspectives, Inc
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$259)
Filed 2023-01-24
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 9,596
Change-9,596 (-100%)
Value$0 (-$249)
Filed 2023-02-14
Madden Advisory Services, Inc.
CLOSED
Shares0 from 9,547
Change-9,547 (-100%)
Value$0 (-$247)
Filed 2023-02-14
Carnegie Investment Counsel
CLOSED
Shares0 from 9,500
Change-9,500 (-100%)
Value$0 (-$246)
Filed 2023-01-24
Capital Investment Advisors, LLC
CLOSED
Shares0 from 9,323
Change-9,323 (-100%)
Value$0 (-$241)
Filed 2023-01-05
Brookstone Capital Management
CLOSED
Shares0 from 9,077
Change-9,077 (-100%)
Value$0 (-$235)
Filed 2023-01-09
Laurel Wealth Advisors LLC
CLOSED
Shares0 from 8,852
Change-8,852 (-100%)
Value$0 (-$229)
Filed 2023-02-07
Kathmere Capital Management, LLC
CLOSED
Shares0 from 8,297
Change-8,297 (-100%)
Value$0 (-$215)
Filed 2023-01-24
Eldridge Investment Advisors, Inc.
CLOSED
Shares0 from 8,200
Change-8,200 (-100%)
Value$0 (-$212)
Filed 2023-02-03
W.H. Cornerstone Investments Inc.
CLOSED
Shares0 from 8,117
Change-8,117 (-100%)
Value$0 (-$210)
Filed 2023-02-02
NovaPoint Capital, LLC
CLOSED
Shares0 from 7,900
Change-7,900 (-100%)
Value$0 (-$205)
Filed 2023-02-07
HB Wealth Management, LLC
CLOSED
Shares0 from 7,795
Change-7,795 (-100%)
Value$0 (-$202)
Filed 2023-01-20
Front Row Advisors LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$155)
Filed 2023-02-15
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 5,038
Change-5,038 (-100%)
Value$0 (-$130)
Filed 2023-01-24
Bessemer Group Inc
CLOSED
Shares0 from 5,022
Change-5,022 (-100%)
Value$0 (-$130)
Filed 2023-02-13
Vigilant Capital Management, LLC
CLOSED
Shares0 from 4,526
Change-4,526 (-100%)
Value$0 (-$117)
Filed 2023-01-26
Bank of New Hampshire
CLOSED
Shares0 from 4,500
Change-4,500 (-100%)
Value$0 (-$117)
Filed 2023-01-10
Harbour Investments, Inc.
CLOSED
Shares0 from 2,854
Change-2,854 (-100%)
Value$0 (-$74)
Filed 2023-02-16
Jnba Financial Advisors
CLOSED
Shares0 from 2,577
Change-2,577 (-100%)
Value$0 (-$67)
Filed 2023-02-07
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 2,005
Change-2,005 (-100%)
Value$0 (-$51)
Filed 2023-03-06
Archer Investment Corp
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$51.8K)
Filed 2023-02-13
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 1,948
Change-1,948 (-100%)
Value$0 (-$50)
Filed 2023-02-15
Bogart Wealth, LLC
CLOSED
Shares0 from 1,322
Change-1,322 (-100%)
Value$0 (-$34)
Filed 2023-02-06
Horan Securities, Inc.
CLOSED
Shares0 from 1,286
Change-1,286 (-100%)
Value$0 (-$33)
Filed 2023-01-17
Parallel Advisors, LLC
CLOSED
Shares0 from 1,157
Change-1,157 (-100%)
Value$0 (-$30)
Filed 2023-02-06
Allworth Financial LP
CLOSED
Shares0 from 894
Change-894 (-100%)
Value$0 (-$23)
Filed 2023-01-13
Founders Financial Alliance, LLC
CLOSED
Shares0 from 408
Change-408 (-100%)
Value$0 (-$11)
Filed 2023-02-15
Cary Street Partners Investment Advisory LLC
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$10)
Filed 2023-02-14
FMR LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-05
BlackRock Inc.
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$4)
Filed 2023-02-13
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3)
Filed 2023-02-10
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-01-30
Capital Directions Investment Advisors, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$728)
Filed 2023-02-01
American Portfolios Advisors
N/A
Shares— from 20,480
Change-20,480 (-100%)
Value—
Status
IFP Advisors, Inc
UNCHANGED7,7087,70800%$195$195$02023-02-07
Coastal Capital Group, Inc.
INCREASED399398+1+0%$10$10.3K+$10.3K2023-02-06
Wells Fargo & Company
CLOSED01,243,633-1,243,633-100%$32.2K$0-$32.2K2023-02-13
Bank of America Corp
CLOSED01,199,050-1,199,050-100%$31.1K$0-$31.1K2023-02-10
US Bancorp \de\
CLOSED01,153,823-1,153,823-100%$29.9K$0-$29.9K2023-02-13
Morgan Stanley
CLOSED0408,538-408,538-100%$10.6K$0-$10.6K2023-02-14
NewEdge Advisors, LLC
CLOSED0383,231-383,231-100%$9.9K$0-$9.9K2023-02-14
Leavell Investment Management, Inc.
CLOSED0372,252-372,252-100%$9.6K$0-$9.6K2023-01-17
PFS Investments Inc.
CLOSED0257,949-257,949-100%$6.7K$0-$6.7K2023-02-15
LPL Financial LLC
CLOSED0256,505-256,505-100%$6.6K$0-$6.6K2023-02-07
Raymond James Financial Services Advisors, Inc.
CLOSED0234,988-234,988-100%$6.1K$0-$6.1K2023-02-08
Envestnet Asset Management Inc
CLOSED0220,634-220,634-100%$5.7K$0-$5.7K2023-02-07
Truist Financial Corp
CLOSED0195,712-195,712-100%$5.1K$0-$5.1K2023-02-17
Commonwealth Equity Services, LLC
CLOSED0185,494-185,494-100%$4.8K$0-$4.8K2023-02-07
Karlinski Andrew C
CLOSED0183,082-183,082-100%$4.7K$0-$4.7K2023-02-17
Lincoln National Corp
CLOSED0174,446-174,446-100%$4.5K$0-$4.5K2023-02-08
Mariner, LLC
CLOSED0165,996-165,996-100%$4.3K$0-$4.3K2023-02-14
HighTower Advisors, LLC
CLOSED0164,388-164,388-100%$4.3K$0-$4.3K2023-02-09
Raymond James & Associates
CLOSED0162,006-162,006-100%$4.2K$0-$4.2K2023-02-08
Northwestern Mutual Wealth Management Co
CLOSED0161,547-161,547-100%$4.2K$0-$4.2K2023-02-21
Stonebridge Capital Advisors LLC
CLOSED0160,546-160,546-100%$4.2K$0-$4.2K2023-02-14
Asset Dedication, LLC
CLOSED0154,878-154,878-100%$4.0K$0-$4.0K2023-01-19
Legacy Private Trust Co.
CLOSED0143,748-143,748-100%$3.7K$0-$3.7K2023-01-19
United Capital Financial Advisors, LLC
CLOSED0142,548-142,548-100%$3.7K$0-$3.7K2023-02-15
Ameriprise Financial Inc
CLOSED0138,648-138,648-100%$3.6K$0-$3.6K2023-02-14
Spire Wealth Management
CLOSED0120,964-120,964-100%$3.1K$0-$3.1K2023-02-03
Mercer Global Advisors Inc
CLOSED0119,504-119,504-100%$3.1K$0-$3.1K2023-02-09
Gateway Advisory, LLC
CLOSED0114,970-114,970-100%$3.0K$0-$3.0K2023-02-14
Sonata Capital Group Inc
CLOSED0108,843-108,843-100%$2.8K$0-$2.8K2023-02-08
Royal Bank of Canada
CLOSED099,734-99,734-100%$2.6K$0-$2.6K2023-02-14
UBS Group AG
CLOSED096,660-96,660-100%$2.5K$0-$2.5K2023-02-08
Bank of Montreal
CLOSED096,462-96,462-100%$2.5K$0-$2.5K2023-02-01
Jane Street Group, LLC
CLOSED083,245-83,245-100%$2.2K$0-$2.2K2023-02-15
Vista Finance, LLC
CLOSED082,731-82,731-100%$2.1K$0-$2.1K2023-02-10
Paradigm, Strategies in Wealth Management, LLC
CLOSED076,991-76,991-100%$2.0K$0-$2.0K2023-01-20
Covington Investment Advisors Inc.
CLOSED076,955-76,955-100%$2.0K$0-$2.0K2023-02-10
Phillips Financial Management, LLC
CLOSED074,921-74,921-100%$1.9K$0-$1.9K2023-01-24
Praetorian Wealth Management, Inc.
CLOSED074,795-74,795-100%$1.9K$0-$1.9K2023-01-11
Private Advisor Group, LLC
CLOSED073,162-73,162-100%$1.9K$0-$1.9K2023-01-18
CFS Investment Advisory Services, LLC
CLOSED065,464-65,464-100%$1.7K$0-$1.7K2023-02-13
Susquehanna International Group, LLP
CLOSED063,037-63,037-100%$1.6K$0-$1.6K2023-02-14
Paradiem, LLC
CLOSED062,106-62,106-100%$1.6K$0-$1.6K2023-01-24
Sentinel Pension Advisors, LLC
CLOSED062,053-62,053-100%$1.6K$0-$1.6K2023-02-06
Sigma Investment Counselors Inc
CLOSED060,460-60,460-100%$1.6K$0-$1.6K2023-01-27
Donaldson Capital Management, LLC
CLOSED055,065-55,065-100%$1.4K$0-$1.4K2023-02-08
Cambridge Investment Research Advisors, Inc.
CLOSED054,921-54,921-100%$1.4K$0-$1.4K2023-02-08
Osaic Holdings, Inc.
CLOSED048,841-48,841-100%$1.3K$0-$1.3K2023-02-10
Brandywine OAK Private Wealth LLC
CLOSED048,627-48,627-100%$1.3K$0-$1.3K2023-02-06
Washington Trust Bank
CLOSED047,379-47,379-100%$1.2K$0-$1.2K2023-02-06
B. Riley Wealth Advisors, Inc.
CLOSED047,203-47,203-100%$1.2K$0-$1.2K2023-03-15
Avantax Planning Partners, Inc.
CLOSED046,438-46,438-100%$1.2K$0-$1.2K2023-02-10
Central Trust Co
CLOSED045,625-45,625-100%$1.2K$0-$1.2K2023-01-26
Regions Financial Corp
CLOSED043,622-43,622-100%$1.1K$0-$1.1K2023-02-06
AMG National Trust Bank
CLOSED042,175-42,175-100%$1.1K$0-$1.1K2023-02-08
Beacon Pointe Advisors, LLC
CLOSED041,799-41,799-100%$1.1K$0-$1.1K2023-02-14
Captrust Financial Advisors
CLOSED041,392-41,392-100%$1.1K$0-$1.1K2023-02-15
Roof Eidam Maycock Peralta, LLC
CLOSED040,560-40,560-100%$1.1K$0-$1.1K2023-02-14
Kestra Private Wealth Services, LLC
CLOSED040,336-40,336-100%$1.0K$0-$1.0K2023-02-01
EP Wealth Advisors, LLC
CLOSED036,027-36,027-100%$933$0-$9332023-06-12
Blue Square Asset Management, LLC
CLOSED035,942-35,942-100%$931$0-$9312023-01-24
Forte Asset Management LLC
CLOSED035,400-35,400-100%$917$0-$9172023-01-17
King Luther Capital Management Corp
CLOSED035,394-35,394-100%$917$0-$9172023-02-13
Valmark Advisers, Inc.
CLOSED034,836-34,836-100%$902$0-$9022023-02-07
Apollon Wealth Management, LLC
CLOSED034,400-34,400-100%$891$0-$8912023-02-15
Prism Advisors, Inc.
CLOSED031,321-31,321-100%$811$0-$8112023-01-31
Emerald Advisors, LLC
CLOSED027,420-27,420-100%$710$0-$7102023-01-20
Janney Montgomery Scott LLC
CLOSED026,809-26,809-100%$694$0-$6942023-02-01
Stifel Financial Corp
CLOSED025,620-25,620-100%$664$0-$6642023-02-13
Sandy Spring Bank
CLOSED025,230-25,230-100%$653$0-$6532023-02-10
ETF Portfolio Partners, Inc.
CLOSED024,746-24,746-100%$641$0-$6412023-01-10
Tradition Wealth Management, LLC
CLOSED024,051-24,051-100%$623$0-$6232023-02-03
Princeton Global Asset Management LLC
CLOSED023,265-23,265-100%$603$0-$6032023-02-06
Seldon Capital LP
CLOSED023,197-23,197-100%$601$0-$6012023-02-10
Royal Harbor Partners, LLC
CLOSED022,120-22,120-100%$573$0-$5732023-01-24
SlateStone Wealth, LLC
CLOSED021,510-21,510-100%$557$0-$5572023-02-01
Baird Financial Group, Inc.
CLOSED021,220-21,220-100%$550$0-$5502023-02-13
MCF Advisors LLC
CLOSED020,666-20,666-100%$535$0-$5352023-01-31
Creative Planning
CLOSED020,609-20,609-100%$534$0-$5342023-02-10
Advisory Services Network, LLC
CLOSED018,483-18,483-100%$479$0-$4792023-02-13
Rehmann Capital Advisory Group
CLOSED017,796-17,796-100%$460.9K$0-$460.9K2023-02-10
Ameritas Investment Partners, Inc.
CLOSED017,743-17,743-100%$459$0-$4592023-02-13
CWM, LLC
CLOSED017,571-17,571-100%$455$0-$4552023-02-01
Stratos Wealth Partners, Ltd.
CLOSED017,376-17,376-100%$450$0-$4502023-01-19
Lantz Financial LLC
CLOSED016,869-16,869-100%$437$0-$4372023-01-23
D.A. Davidson & Co.
CLOSED016,477-16,477-100%$427$0-$4272023-02-03
BCS Wealth Management
CLOSED014,347-14,347-100%$372$0-$3722023-01-10
Cetera Advisor Networks LLC
CLOSED013,870-13,870-100%$359$0-$3592023-02-14
Peloton Wealth Strategists
CLOSED013,500-13,500-100%$350$0-$3502023-02-13
Cary Street Partners Asset Management LLC
CLOSED013,097-13,097-100%$339$0-$3392023-02-14
Beacon Financial Group
CLOSED012,875-12,875-100%$333$0-$3332023-01-19
Private Trust Co NA
CLOSED012,505-12,505-100%$324$0-$3242023-01-18
GW Henssler & Associates LTD
CLOSED012,053-12,053-100%$312$0-$3122023-02-03
Commerce Bank
CLOSED012,010-12,010-100%$311$0-$3112023-02-10
Wealthstar Advisors, LLC
CLOSED011,893-11,893-100%$309$0-$3092023-02-15
MML Investors Services, LLC
CLOSED011,844-11,844-100%$307$0-$3072023-02-13
Guidance Point Advisors, LLC
CLOSED011,008-11,008-100%$285$0-$2852023-01-18
Archford Capital Strategies, LLC
CLOSED010,946-10,946-100%$284$0-$2842023-01-26
Rockwood Wealth Management, LLC
CLOSED010,729-10,729-100%$277.9K$0-$277.9K2023-07-20
Childress Capital Advisors, LLC
CLOSED010,320-10,320-100%$267$0-$2672023-02-03
IHT Wealth Management, LLC
CLOSED010,311-10,311-100%$267$0-$2672023-02-15
Lee Financial Co
CLOSED010,183-10,183-100%$264$0-$2642023-02-09
New Perspectives, Inc
CLOSED010,000-10,000-100%$259$0-$2592023-01-24
J.W. Cole Advisors, Inc.
CLOSED09,596-9,596-100%$249$0-$2492023-02-14
Madden Advisory Services, Inc.
CLOSED09,547-9,547-100%$247$0-$2472023-02-14
Carnegie Investment Counsel
CLOSED09,500-9,500-100%$246$0-$2462023-01-24
Capital Investment Advisors, LLC
CLOSED09,323-9,323-100%$241$0-$2412023-01-05
Brookstone Capital Management
CLOSED09,077-9,077-100%$235$0-$2352023-01-09
Laurel Wealth Advisors LLC
CLOSED08,852-8,852-100%$229$0-$2292023-02-07
Kathmere Capital Management, LLC
CLOSED08,297-8,297-100%$215$0-$2152023-01-24
Eldridge Investment Advisors, Inc.
CLOSED08,200-8,200-100%$212$0-$2122023-02-03
W.H. Cornerstone Investments Inc.
CLOSED08,117-8,117-100%$210$0-$2102023-02-02
NovaPoint Capital, LLC
CLOSED07,900-7,900-100%$205$0-$2052023-02-07
HB Wealth Management, LLC
CLOSED07,795-7,795-100%$202$0-$2022023-01-20
Front Row Advisors LLC
CLOSED06,000-6,000-100%$155$0-$1552023-02-15
Harbor Investment Advisory, LLC
CLOSED05,038-5,038-100%$130$0-$1302023-01-24
Bessemer Group Inc
CLOSED05,022-5,022-100%$130$0-$1302023-02-13
Vigilant Capital Management, LLC
CLOSED04,526-4,526-100%$117$0-$1172023-01-26
Bank of New Hampshire
CLOSED04,500-4,500-100%$117$0-$1172023-01-10
Harbour Investments, Inc.
CLOSED02,854-2,854-100%$74$0-$742023-02-16
Jnba Financial Advisors
CLOSED02,577-2,577-100%$67$0-$672023-02-07
Rockefeller Capital Management L.P.
CLOSED02,005-2,005-100%$51$0-$512023-03-06
Archer Investment Corp
CLOSED02,000-2,000-100%$51.8K$0-$51.8K2023-02-13
Steward Partners Investment Advisory, LLC
CLOSED01,948-1,948-100%$50$0-$502023-02-15
Bogart Wealth, LLC
CLOSED01,322-1,322-100%$34$0-$342023-02-06
Horan Securities, Inc.
CLOSED01,286-1,286-100%$33$0-$332023-01-17
Parallel Advisors, LLC
CLOSED01,157-1,157-100%$30$0-$302023-02-06
Allworth Financial LP
CLOSED0894-894-100%$23$0-$232023-01-13
Founders Financial Alliance, LLC
CLOSED0408-408-100%$11$0-$112023-02-15
Cary Street Partners Investment Advisory LLC
CLOSED0380-380-100%$10$0-$102023-02-14
FMR LLC
CLOSED0195-195-100%$5.1K$0-$5.1K2026-11-05
BlackRock Inc.
CLOSED0138-138-100%$4$0-$42023-02-13
Tower Research Capital LLC (TRC)
CLOSED0100-100-100%$3$0-$32023-02-10
Proequities, Inc.
CLOSED000—$0$0$02023-01-30
Capital Directions Investment Advisors, LLC
CLOSED000—$728$0-$7282023-02-01
American Portfolios Advisors
N/A—20,480-20,480-100%$530.4K———
Showing 135 of 135 institutions