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Ishares TR

Q3 2021 vs Q4 2021

Comparing institutional holders between quarters

Quarters

Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mercer Global Advisors Inc
DECREASED
Shares8,760 from 47,528
Change-38,768 (-82%)
Value$224 (-$992)
Filed 2022-02-04
Morgan Stanley
CLOSED
Shares0 from 597,990
Change-597,990 (-100%)
Value$0 (-$15.3K)
Filed 2022-02-14
US Bancorp \de\
CLOSED
Shares0 from 561,385
Change-561,385 (-100%)
Value$0 (-$14.4K)
Filed 2022-02-11
Bank of America Corp
CLOSED
Shares0 from 537,142
Change-537,142 (-100%)
Value$0 (-$13.7K)
Filed 2022-02-08
Wells Fargo & Company
CLOSED
Shares0 from 480,859
Change-480,859 (-100%)
Value$0 (-$12.3K)
Filed 2022-02-14
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 333,575
Change-333,575 (-100%)
Value$0 (-$8.5K)
Filed 2022-01-26
HighTower Advisors, LLC
CLOSED
Shares0 from 331,162
Change-331,162 (-100%)
Value$0 (-$8.5K)
Filed 2022-02-10
Leavell Investment Management, Inc.
CLOSED
Shares0 from 323,828
Change-323,828 (-100%)
Value$0 (-$8.3K)
Filed 2022-01-20
Private Advisor Group, LLC
CLOSED
Shares0 from 213,659
Change-213,659 (-100%)
Value$0 (-$5.5K)
Filed 2022-02-10
Stonebridge Capital Advisors LLC
CLOSED
Shares0 from 205,340
Change-205,340 (-100%)
Value$0 (-$5.3K)
Filed 2022-02-14
Gateway Advisory, LLC
CLOSED
Shares0 from 202,242
Change-202,242 (-100%)
Value$0 (-$5.2K)
Filed 2022-01-14
Envestnet Asset Management Inc
CLOSED
Shares0 from 196,708
Change-196,708 (-100%)
Value$0 (-$5.0K)
Filed 2022-02-04
LPL Financial LLC
CLOSED
Shares0 from 196,076
Change-196,076 (-100%)
Value$0 (-$5.0K)
Filed 2022-02-14
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 168,423
Change-168,423 (-100%)
Value$0 (-$4.3K)
Filed 2022-02-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 134,411
Change-134,411 (-100%)
Value$0 (-$3.4K)
Filed 2022-01-31
Legacy Private Trust Co.
CLOSED
Shares0 from 131,488
Change-131,488 (-100%)
Value$0 (-$3.4K)
Filed 2022-01-12
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 124,563
Change-124,563 (-100%)
Value$0 (-$3.2K)
Filed 2022-02-03
Mariner, LLC
CLOSED
Shares0 from 122,080
Change-122,080 (-100%)
Value$0 (-$3.1K)
Filed 2022-02-14
Royal Bank of Canada
CLOSED
Shares0 from 119,807
Change-119,807 (-100%)
Value$0 (-$3.1K)
Filed 2022-02-14
Phillips Financial Management, LLC
CLOSED
Shares0 from 110,229
Change-110,229 (-100%)
Value$0 (-$2.8K)
Filed 2022-02-07
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 99,147
Change-99,147 (-100%)
Value$0 (-$2.5K)
Filed 2022-02-08
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 85,064
Change-85,064 (-100%)
Value$0 (-$2.2K)
Filed 2022-02-07
UBS Group AG
CLOSED
Shares0 from 79,961
Change-79,961 (-100%)
Value$0 (-$2.0K)
Filed 2022-02-14
Thomas J. Herzfeld Advisors, Inc.
CLOSED
Shares0 from 78,690
Change-78,690 (-100%)
Value$0 (-$2.0K)
Filed 2022-02-14
Paradigm, Strategies in Wealth Management, LLC
CLOSED
Shares0 from 78,525
Change-78,525 (-100%)
Value$0 (-$2.0K)
Filed 2022-02-08
Fieldpoint Private Securities, LLC
CLOSED
Shares0 from 69,432
Change-69,432 (-100%)
Value$0 (-$1.8K)
Filed 2022-01-24
Paradiem, LLC
CLOSED
Shares0 from 66,538
Change-66,538 (-100%)
Value$0 (-$1.7K)
Filed 2022-02-03
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 64,786
Change-64,786 (-100%)
Value$0 (-$1.7K)
Filed 2022-02-14
Wealthquest Corp
CLOSED
Shares0 from 63,198
Change-63,198 (-100%)
Value$0 (-$1.6K)
Filed 2022-02-14
Sonata Capital Group Inc
CLOSED
Shares0 from 57,465
Change-57,465 (-100%)
Value$0 (-$1.5K)
Filed 2022-02-11
Jane Street Group, LLC
CLOSED
Shares0 from 56,603
Change-56,603 (-100%)
Value$0 (-$1.4K)
Filed 2022-02-15
Ferris Capital, LLC
CLOSED
Shares0 from 51,563
Change-51,563 (-100%)
Value$0 (-$1.3K)
Filed 2022-02-11
Praetorian Wealth Management, Inc.
CLOSED
Shares0 from 51,175
Change-51,175 (-100%)
Value$0 (-$1.3K)
Filed 2022-01-14
EP Wealth Advisors, LLC
CLOSED
Shares0 from 50,116
Change-50,116 (-100%)
Value$0 (-$1.3K)
Filed 2022-02-17
Raymond James & Associates
CLOSED
Shares0 from 48,929
Change-48,929 (-100%)
Value$0 (-$1.3K)
Filed 2022-02-08
Ameriprise Financial Inc
CLOSED
Shares0 from 48,264
Change-48,264 (-100%)
Value$0 (-$1.2K)
Filed 2022-02-14
Sentinel Pension Advisors, LLC
CLOSED
Shares0 from 48,028
Change-48,028 (-100%)
Value$0 (-$1.2K)
Filed 2022-02-08
Stifel Financial Corp
CLOSED
Shares0 from 46,764
Change-46,764 (-100%)
Value$0 (-$1.2K)
Filed 2022-02-14
Valmark Advisers, Inc.
CLOSED
Shares0 from 45,053
Change-45,053 (-100%)
Value$0 (-$1.2K)
Filed 2022-02-02
Apollon Wealth Management, LLC
CLOSED
Shares0 from 44,901
Change-44,901 (-100%)
Value$0 (-$1.1K)
Filed 2022-02-14
Global Financial Private Client, LLC
CLOSED
Shares0 from 43,827
Change-43,827 (-100%)
Value$0 (-$1.1M)
Filed 2024-05-16
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 43,772
Change-43,772 (-100%)
Value$0 (-$1.1K)
Filed 2022-01-28
AMG National Trust Bank
CLOSED
Shares0 from 42,668
Change-42,668 (-100%)
Value$0 (-$1.1K)
Filed 2022-02-04
Paulson Wealth Management Inc.
CLOSED
Shares0 from 41,830
Change-41,830 (-100%)
Value$0 (-$1.1K)
Filed 2022-01-28
Capital Directions Investment Advisors, LLC
CLOSED
Shares0 from 40,670
Change-40,670 (-100%)
Value$0 (-$1.0K)
Filed 2022-02-22
Roof Eidam Maycock Peralta, LLC
CLOSED
Shares0 from 40,510
Change-40,510 (-100%)
Value$0 (-$1.0K)
Filed 2022-02-10
Carnegie Investment Counsel
CLOSED
Shares0 from 36,430
Change-36,430 (-100%)
Value$0 (-$932)
Filed 2022-01-21
Guidance Point Advisors, LLC
CLOSED
Shares0 from 36,307
Change-36,307 (-100%)
Value$0 (-$927)
Filed 2022-01-28
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 36,053
Change-36,053 (-100%)
Value$0 (-$922)
Filed 2022-07-21
American Portfolios Advisors
CLOSED
Shares0 from 35,790
Change-35,790 (-100%)
Value$0 (-$915.5K)
Filed 2023-03-21
Covington Investment Advisors Inc.
CLOSED
Shares0 from 35,358
Change-35,358 (-100%)
Value$0 (-$904)
Filed 2022-02-10
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 34,836
Change-34,836 (-100%)
Value$0 (-$891)
Filed 2022-02-15
Wilbanks Smith & Thomas Asset Management LLC
CLOSED
Shares0 from 30,676
Change-30,676 (-100%)
Value$0 (-$785)
Filed 2022-02-08
Truist Financial Corp
CLOSED
Shares0 from 29,180
Change-29,180 (-100%)
Value$0 (-$746)
Filed 2022-02-14
Cary Street Partners Asset Management LLC
CLOSED
Shares0 from 28,967
Change-28,967 (-100%)
Value$0 (-$741)
Filed 2022-02-14
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 28,852
Change-28,852 (-100%)
Value$0 (-$738)
Filed 2022-02-03
Gofen & Glossberg LLC
CLOSED
Shares0 from 28,800
Change-28,800 (-100%)
Value$0 (-$737)
Filed 2022-01-25
Rehmann Capital Advisory Group
CLOSED
Shares0 from 26,114
Change-26,114 (-100%)
Value$0 (-$679.9K)
Filed 2022-03-02
ETF Portfolio Partners, Inc.
CLOSED
Shares0 from 24,933
Change-24,933 (-100%)
Value$0 (-$638)
Filed 2022-01-18
MCF Advisors LLC
CLOSED
Shares0 from 24,348
Change-24,348 (-100%)
Value$0 (-$623)
Filed 2022-02-14
Advisory Services Network, LLC
CLOSED
Shares0 from 24,258
Change-24,258 (-100%)
Value$0 (-$621)
Filed 2022-02-14
Janney Montgomery Scott LLC
CLOSED
Shares0 from 24,254
Change-24,254 (-100%)
Value$0 (-$620)
Filed 2022-01-27
IHT Wealth Management, LLC
CLOSED
Shares0 from 23,378
Change-23,378 (-100%)
Value$0 (-$598)
Filed 2022-02-14
Princeton Global Asset Management LLC
CLOSED
Shares0 from 23,297
Change-23,297 (-100%)
Value$0 (-$596)
Filed 2022-02-02
Osaic Holdings, Inc.
CLOSED
Shares0 from 23,136
Change-23,136 (-100%)
Value$0 (-$591)
Filed 2022-02-03
Whitegate Investment Counselors, Inc.
CLOSED
Shares0 from 22,795
Change-22,795 (-100%)
Value$0 (-$583)
Filed 2022-02-03
Sigma Investment Counselors Inc
CLOSED
Shares0 from 22,195
Change-22,195 (-100%)
Value$0 (-$568)
Filed 2022-02-08
King Luther Capital Management Corp
CLOSED
Shares0 from 22,036
Change-22,036 (-100%)
Value$0 (-$564)
Filed 2022-02-14
Central Trust Co
CLOSED
Shares0 from 22,000
Change-22,000 (-100%)
Value$0 (-$562)
Filed 2022-02-08
Flow Traders U.S. LLC
CLOSED
Shares0 from 21,934
Change-21,934 (-100%)
Value$0 (-$561)
Filed 2022-02-16
SlateStone Wealth, LLC
CLOSED
Shares0 from 21,914
Change-21,914 (-100%)
Value$0 (-$561)
Filed 2022-02-02
D.A. Davidson & Co.
CLOSED
Shares0 from 21,475
Change-21,475 (-100%)
Value$0 (-$549)
Filed 2022-01-31
Asset Dedication, LLC
CLOSED
Shares0 from 21,275
Change-21,275 (-100%)
Value$0 (-$544)
Filed 2022-01-21
Regions Financial Corp
CLOSED
Shares0 from 19,698
Change-19,698 (-100%)
Value$0 (-$504)
Filed 2022-01-31
Bokf, NA
CLOSED
Shares0 from 19,670
Change-19,670 (-100%)
Value$0 (-$503)
Filed 2022-03-11
NewEdge Advisors, LLC
CLOSED
Shares0 from 19,287
Change-19,287 (-100%)
Value$0 (-$493)
Filed 2022-02-17
Ausdal Financial Partners, Inc.
CLOSED
Shares0 from 17,488
Change-17,488 (-100%)
Value$0 (-$447)
Filed 2022-02-08
First Affirmative Financial Network
CLOSED
Shares0 from 17,482
Change-17,482 (-100%)
Value$0 (-$447)
Filed 2022-02-15
First National Corp
CLOSED
Shares0 from 17,025
Change-17,025 (-100%)
Value$0 (-$435)
Filed 2022-01-28
Childress Capital Advisors, LLC
CLOSED
Shares0 from 16,870
Change-16,870 (-100%)
Value$0 (-$431)
Filed 2022-01-26
Donaldson Capital Management, LLC
CLOSED
Shares0 from 16,708
Change-16,708 (-100%)
Value$0 (-$427)
Filed 2022-01-21
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 15,966
Change-15,966 (-100%)
Value$0 (-$409)
Filed 2022-01-28
Kestra Advisory Services, LLC
CLOSED
Shares0 from 15,700
Change-15,700 (-100%)
Value$0 (-$402)
Filed 2022-07-25
Sandy Spring Bank
CLOSED
Shares0 from 14,555
Change-14,555 (-100%)
Value$0 (-$372)
Filed 2022-02-11
BCS Wealth Management
CLOSED
Shares0 from 14,489
Change-14,489 (-100%)
Value$0 (-$371)
Filed 2022-01-18
Flaharty Asset Management, LLC
CLOSED
Shares0 from 14,090
Change-14,090 (-100%)
Value$0 (-$360)
Filed 2022-02-15
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 13,732
Change-13,732 (-100%)
Value$0 (-$351)
Filed 2022-02-11
Estate Counselors, LLC
CLOSED
Shares0 from 13,675
Change-13,675 (-100%)
Value$0 (-$349)
Filed 2022-02-14
Prism Advisors, Inc.
CLOSED
Shares0 from 13,544
Change-13,544 (-100%)
Value$0 (-$346)
Filed 2022-02-11
Davenport & Co LLC
CLOSED
Shares0 from 13,395
Change-13,395 (-100%)
Value$0 (-$343)
Filed 2022-02-10
Annapolis Financial Services, LLC
CLOSED
Shares0 from 12,646
Change-12,646 (-100%)
Value$0 (-$323)
Filed 2022-02-11
Kathmere Capital Management, LLC
CLOSED
Shares0 from 12,290
Change-12,290 (-100%)
Value$0 (-$314)
Filed 2022-01-27
Lincoln National Corp
CLOSED
Shares0 from 11,710
Change-11,710 (-100%)
Value$0 (-$300)
Filed 2022-01-26
Autus Asset Management, LLC
CLOSED
Shares0 from 11,500
Change-11,500 (-100%)
Value$0 (-$294)
Filed 2022-01-14
Creative Planning
CLOSED
Shares0 from 10,479
Change-10,479 (-100%)
Value$0 (-$268)
Filed 2022-02-11
Lee Financial Co
CLOSED
Shares0 from 10,221
Change-10,221 (-100%)
Value$0 (-$261)
Filed 2022-02-08
Altium Wealth Management LLC
CLOSED
Shares0 from 10,151
Change-10,151 (-100%)
Value$0 (-$260)
Filed 2022-01-31
MML Investors Services, LLC
CLOSED
Shares0 from 10,150
Change-10,150 (-100%)
Value$0 (-$260)
Filed 2022-02-14
Emerald Advisors, LLC
CLOSED
Shares0 from 10,045
Change-10,045 (-100%)
Value$0 (-$257)
Filed 2022-01-19
Cetera Advisor Networks LLC
CLOSED
Shares0 from 9,795
Change-9,795 (-100%)
Value$0 (-$251)
Filed 2022-02-14
Archford Capital Strategies, LLC
CLOSED
Shares0 from 9,431
Change-9,431 (-100%)
Value$0 (-$241)
Filed 2022-01-20
New Perspectives, Inc
CLOSED
Shares0 from 9,000
Change-9,000 (-100%)
Value$0 (-$230)
Filed 2022-02-09
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 8,925
Change-8,925 (-100%)
Value$0 (-$228)
Filed 2022-01-14
Old Mission Capital LLC
CLOSED
Shares0 from 8,391
Change-8,391 (-100%)
Value$0 (-$215)
Filed 2022-02-10
Laurel Wealth Advisors LLC
CLOSED
Shares0 from 8,216
Change-8,216 (-100%)
Value$0 (-$210)
Filed 2022-02-01
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 8,004
Change-8,004 (-100%)
Value$0 (-$205)
Filed 2022-01-14
Peloton Wealth Strategists
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$205)
Filed 2022-02-10
Capital One Financial Corp
CLOSED
Shares0 from 7,999
Change-7,999 (-100%)
Value$0 (-$205)
Filed 2022-02-09
Blair William & Co
CLOSED
Shares0 from 7,950
Change-7,950 (-100%)
Value$0 (-$203)
Filed 2022-02-14
Tlwm
CLOSED
Shares0 from 7,923
Change-7,923 (-100%)
Value$0 (-$203)
Filed 2022-02-04
Captrust Financial Advisors
CLOSED
Shares0 from 4,218
Change-4,218 (-100%)
Value$0 (-$108)
Filed 2022-02-14
Tradition Wealth Management, LLC
CLOSED
Shares0 from 2,660
Change-2,660 (-100%)
Value$0 (-$68)
Filed 2022-02-14
Harbour Investments, Inc.
CLOSED
Shares0 from 2,426
Change-2,426 (-100%)
Value$0 (-$62)
Filed 2022-02-16
Vigilant Capital Management, LLC
CLOSED
Shares0 from 2,355
Change-2,355 (-100%)
Value$0 (-$60)
Filed 2022-01-06
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 1,962
Change-1,962 (-100%)
Value$0 (-$50)
Filed 2022-02-08
1834 Investment Advisors Co
CLOSED
Shares0 from 1,730
Change-1,730 (-100%)
Value$0 (-$44)
Filed 2022-02-16
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 1,364
Change-1,364 (-100%)
Value$0 (-$35)
Filed 2022-02-04
Whittier Trust Co of Nevada Inc
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$26)
Filed 2022-01-19
Rockbridge Investment Management, LCC
CLOSED
Shares0 from 970
Change-970 (-100%)
Value$0 (-$25)
Filed 2022-02-14
Parallel Advisors, LLC
CLOSED
Shares0 from 902
Change-902 (-100%)
Value$0 (-$23)
Filed 2022-01-20
Allworth Financial LP
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$23)
Filed 2022-01-21
Founders Financial Alliance, LLC
CLOSED
Shares0 from 407
Change-407 (-100%)
Value$0 (-$10)
Filed 2022-02-14
Coastal Capital Group, Inc.
CLOSED
Shares0 from 397
Change-397 (-100%)
Value$0 (-$10)
Filed 2022-01-19
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 388
Change-388 (-100%)
Value$0 (-$10)
Filed 2022-02-09
BlackRock Inc.
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$4)
Filed 2022-02-23
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-02-07
Eudaimonia Partners, LLC
N/A
Shares— from 32,536
Change-32,536 (-100%)
Value—
Managed Account Services Inc
N/A
Shares— from 17,398
Change-17,398 (-100%)
Value—
Homrich & Berg
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Status
Mercer Global Advisors Inc
DECREASED8,76047,528-38,768-82%$1.2K$224-$9922022-02-04
Morgan Stanley
CLOSED0597,990-597,990-100%$15.3K$0-$15.3K2022-02-14
US Bancorp \de\
CLOSED0561,385-561,385-100%$14.4K$0-$14.4K2022-02-11
Bank of America Corp
CLOSED0537,142-537,142-100%$13.7K$0-$13.7K2022-02-08
Wells Fargo & Company
CLOSED0480,859-480,859-100%$12.3K$0-$12.3K2022-02-14
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED0333,575-333,575-100%$8.5K$0-$8.5K2022-01-26
HighTower Advisors, LLC
CLOSED0331,162-331,162-100%$8.5K$0-$8.5K2022-02-10
Leavell Investment Management, Inc.
CLOSED0323,828-323,828-100%$8.3K$0-$8.3K2022-01-20
Private Advisor Group, LLC
CLOSED0213,659-213,659-100%$5.5K$0-$5.5K2022-02-10
Stonebridge Capital Advisors LLC
CLOSED0205,340-205,340-100%$5.3K$0-$5.3K2022-02-14
Gateway Advisory, LLC
CLOSED0202,242-202,242-100%$5.2K$0-$5.2K2022-01-14
Envestnet Asset Management Inc
CLOSED0196,708-196,708-100%$5.0K$0-$5.0K2022-02-04
LPL Financial LLC
CLOSED0196,076-196,076-100%$5.0K$0-$5.0K2022-02-14
United Capital Financial Advisors, LLC
CLOSED0168,423-168,423-100%$4.3K$0-$4.3K2022-02-14
Commonwealth Equity Services, LLC
CLOSED0134,411-134,411-100%$3.4K$0-$3.4K2022-01-31
Legacy Private Trust Co.
CLOSED0131,488-131,488-100%$3.4K$0-$3.4K2022-01-12
Northwestern Mutual Wealth Management Co
CLOSED0124,563-124,563-100%$3.2K$0-$3.2K2022-02-03
Mariner, LLC
CLOSED0122,080-122,080-100%$3.1K$0-$3.1K2022-02-14
Royal Bank of Canada
CLOSED0119,807-119,807-100%$3.1K$0-$3.1K2022-02-14
Phillips Financial Management, LLC
CLOSED0110,229-110,229-100%$2.8K$0-$2.8K2022-02-07
Raymond James Financial Services Advisors, Inc.
CLOSED099,147-99,147-100%$2.5K$0-$2.5K2022-02-08
Brandywine OAK Private Wealth LLC
CLOSED085,064-85,064-100%$2.2K$0-$2.2K2022-02-07
UBS Group AG
CLOSED079,961-79,961-100%$2.0K$0-$2.0K2022-02-14
Thomas J. Herzfeld Advisors, Inc.
CLOSED078,690-78,690-100%$2.0K$0-$2.0K2022-02-14
Paradigm, Strategies in Wealth Management, LLC
CLOSED078,525-78,525-100%$2.0K$0-$2.0K2022-02-08
Fieldpoint Private Securities, LLC
CLOSED069,432-69,432-100%$1.8K$0-$1.8K2022-01-24
Paradiem, LLC
CLOSED066,538-66,538-100%$1.7K$0-$1.7K2022-02-03
CFS Investment Advisory Services, LLC
CLOSED064,786-64,786-100%$1.7K$0-$1.7K2022-02-14
Wealthquest Corp
CLOSED063,198-63,198-100%$1.6K$0-$1.6K2022-02-14
Sonata Capital Group Inc
CLOSED057,465-57,465-100%$1.5K$0-$1.5K2022-02-11
Jane Street Group, LLC
CLOSED056,603-56,603-100%$1.4K$0-$1.4K2022-02-15
Ferris Capital, LLC
CLOSED051,563-51,563-100%$1.3K$0-$1.3K2022-02-11
Praetorian Wealth Management, Inc.
CLOSED051,175-51,175-100%$1.3K$0-$1.3K2022-01-14
EP Wealth Advisors, LLC
CLOSED050,116-50,116-100%$1.3K$0-$1.3K2022-02-17
Raymond James & Associates
CLOSED048,929-48,929-100%$1.3K$0-$1.3K2022-02-08
Ameriprise Financial Inc
CLOSED048,264-48,264-100%$1.2K$0-$1.2K2022-02-14
Sentinel Pension Advisors, LLC
CLOSED048,028-48,028-100%$1.2K$0-$1.2K2022-02-08
Stifel Financial Corp
CLOSED046,764-46,764-100%$1.2K$0-$1.2K2022-02-14
Valmark Advisers, Inc.
CLOSED045,053-45,053-100%$1.2K$0-$1.2K2022-02-02
Apollon Wealth Management, LLC
CLOSED044,901-44,901-100%$1.1K$0-$1.1K2022-02-14
Global Financial Private Client, LLC
CLOSED043,827-43,827-100%$1.1M$0-$1.1M2024-05-16
Avantax Planning Partners, Inc.
CLOSED043,772-43,772-100%$1.1K$0-$1.1K2022-01-28
AMG National Trust Bank
CLOSED042,668-42,668-100%$1.1K$0-$1.1K2022-02-04
Paulson Wealth Management Inc.
CLOSED041,830-41,830-100%$1.1K$0-$1.1K2022-01-28
Capital Directions Investment Advisors, LLC
CLOSED040,670-40,670-100%$1.0K$0-$1.0K2022-02-22
Roof Eidam Maycock Peralta, LLC
CLOSED040,510-40,510-100%$1.0K$0-$1.0K2022-02-10
Carnegie Investment Counsel
CLOSED036,430-36,430-100%$932$0-$9322022-01-21
Guidance Point Advisors, LLC
CLOSED036,307-36,307-100%$927$0-$9272022-01-28
Kestra Private Wealth Services, LLC
CLOSED036,053-36,053-100%$922$0-$9222022-07-21
American Portfolios Advisors
CLOSED035,790-35,790-100%$915.5K$0-$915.5K2023-03-21
Covington Investment Advisors Inc.
CLOSED035,358-35,358-100%$904$0-$9042022-02-10
Integrated Wealth Concepts LLC
CLOSED034,836-34,836-100%$891$0-$8912022-02-15
Wilbanks Smith & Thomas Asset Management LLC
CLOSED030,676-30,676-100%$785$0-$7852022-02-08
Truist Financial Corp
CLOSED029,180-29,180-100%$746$0-$7462022-02-14
Cary Street Partners Asset Management LLC
CLOSED028,967-28,967-100%$741$0-$7412022-02-14
Cambridge Investment Research Advisors, Inc.
CLOSED028,852-28,852-100%$738$0-$7382022-02-03
Gofen & Glossberg LLC
CLOSED028,800-28,800-100%$737$0-$7372022-01-25
Rehmann Capital Advisory Group
CLOSED026,114-26,114-100%$679.9K$0-$679.9K2022-03-02
ETF Portfolio Partners, Inc.
CLOSED024,933-24,933-100%$638$0-$6382022-01-18
MCF Advisors LLC
CLOSED024,348-24,348-100%$623$0-$6232022-02-14
Advisory Services Network, LLC
CLOSED024,258-24,258-100%$621$0-$6212022-02-14
Janney Montgomery Scott LLC
CLOSED024,254-24,254-100%$620$0-$6202022-01-27
IHT Wealth Management, LLC
CLOSED023,378-23,378-100%$598$0-$5982022-02-14
Princeton Global Asset Management LLC
CLOSED023,297-23,297-100%$596$0-$5962022-02-02
Osaic Holdings, Inc.
CLOSED023,136-23,136-100%$591$0-$5912022-02-03
Whitegate Investment Counselors, Inc.
CLOSED022,795-22,795-100%$583$0-$5832022-02-03
Sigma Investment Counselors Inc
CLOSED022,195-22,195-100%$568$0-$5682022-02-08
King Luther Capital Management Corp
CLOSED022,036-22,036-100%$564$0-$5642022-02-14
Central Trust Co
CLOSED022,000-22,000-100%$562$0-$5622022-02-08
Flow Traders U.S. LLC
CLOSED021,934-21,934-100%$561$0-$5612022-02-16
SlateStone Wealth, LLC
CLOSED021,914-21,914-100%$561$0-$5612022-02-02
D.A. Davidson & Co.
CLOSED021,475-21,475-100%$549$0-$5492022-01-31
Asset Dedication, LLC
CLOSED021,275-21,275-100%$544$0-$5442022-01-21
Regions Financial Corp
CLOSED019,698-19,698-100%$504$0-$5042022-01-31
Bokf, NA
CLOSED019,670-19,670-100%$503$0-$5032022-03-11
NewEdge Advisors, LLC
CLOSED019,287-19,287-100%$493$0-$4932022-02-17
Ausdal Financial Partners, Inc.
CLOSED017,488-17,488-100%$447$0-$4472022-02-08
First Affirmative Financial Network
CLOSED017,482-17,482-100%$447$0-$4472022-02-15
First National Corp
CLOSED017,025-17,025-100%$435$0-$4352022-01-28
Childress Capital Advisors, LLC
CLOSED016,870-16,870-100%$431$0-$4312022-01-26
Donaldson Capital Management, LLC
CLOSED016,708-16,708-100%$427$0-$4272022-01-21
B. Riley Wealth Advisors, Inc.
CLOSED015,966-15,966-100%$409$0-$4092022-01-28
Kestra Advisory Services, LLC
CLOSED015,700-15,700-100%$402$0-$4022022-07-25
Sandy Spring Bank
CLOSED014,555-14,555-100%$372$0-$3722022-02-11
BCS Wealth Management
CLOSED014,489-14,489-100%$371$0-$3712022-01-18
Flaharty Asset Management, LLC
CLOSED014,090-14,090-100%$360$0-$3602022-02-15
Ameritas Investment Partners, Inc.
CLOSED013,732-13,732-100%$351$0-$3512022-02-11
Estate Counselors, LLC
CLOSED013,675-13,675-100%$349$0-$3492022-02-14
Prism Advisors, Inc.
CLOSED013,544-13,544-100%$346$0-$3462022-02-11
Davenport & Co LLC
CLOSED013,395-13,395-100%$343$0-$3432022-02-10
Annapolis Financial Services, LLC
CLOSED012,646-12,646-100%$323$0-$3232022-02-11
Kathmere Capital Management, LLC
CLOSED012,290-12,290-100%$314$0-$3142022-01-27
Lincoln National Corp
CLOSED011,710-11,710-100%$300$0-$3002022-01-26
Autus Asset Management, LLC
CLOSED011,500-11,500-100%$294$0-$2942022-01-14
Creative Planning
CLOSED010,479-10,479-100%$268$0-$2682022-02-11
Lee Financial Co
CLOSED010,221-10,221-100%$261$0-$2612022-02-08
Altium Wealth Management LLC
CLOSED010,151-10,151-100%$260$0-$2602022-01-31
MML Investors Services, LLC
CLOSED010,150-10,150-100%$260$0-$2602022-02-14
Emerald Advisors, LLC
CLOSED010,045-10,045-100%$257$0-$2572022-01-19
Cetera Advisor Networks LLC
CLOSED09,795-9,795-100%$251$0-$2512022-02-14
Archford Capital Strategies, LLC
CLOSED09,431-9,431-100%$241$0-$2412022-01-20
New Perspectives, Inc
CLOSED09,000-9,000-100%$230$0-$2302022-02-09
Stratos Wealth Partners, Ltd.
CLOSED08,925-8,925-100%$228$0-$2282022-01-14
Old Mission Capital LLC
CLOSED08,391-8,391-100%$215$0-$2152022-02-10
Laurel Wealth Advisors LLC
CLOSED08,216-8,216-100%$210$0-$2102022-02-01
Forvis Mazars Wealth Advisors, LLC
CLOSED08,004-8,004-100%$205$0-$2052022-01-14
Peloton Wealth Strategists
CLOSED08,000-8,000-100%$205$0-$2052022-02-10
Capital One Financial Corp
CLOSED07,999-7,999-100%$205$0-$2052022-02-09
Blair William & Co
CLOSED07,950-7,950-100%$203$0-$2032022-02-14
Tlwm
CLOSED07,923-7,923-100%$203$0-$2032022-02-04
Captrust Financial Advisors
CLOSED04,218-4,218-100%$108$0-$1082022-02-14
Tradition Wealth Management, LLC
CLOSED02,660-2,660-100%$68$0-$682022-02-14
Harbour Investments, Inc.
CLOSED02,426-2,426-100%$62$0-$622022-02-16
Vigilant Capital Management, LLC
CLOSED02,355-2,355-100%$60$0-$602022-01-06
Steward Partners Investment Advisory, LLC
CLOSED01,962-1,962-100%$50$0-$502022-02-08
1834 Investment Advisors Co
CLOSED01,730-1,730-100%$44$0-$442022-02-16
Capital Asset Advisory Services LLC
CLOSED01,364-1,364-100%$35$0-$352022-02-04
Whittier Trust Co of Nevada Inc
CLOSED01,033-1,033-100%$26$0-$262022-01-19
Rockbridge Investment Management, LCC
CLOSED0970-970-100%$25$0-$252022-02-14
Parallel Advisors, LLC
CLOSED0902-902-100%$23$0-$232022-01-20
Allworth Financial LP
CLOSED0900-900-100%$23$0-$232022-01-21
Founders Financial Alliance, LLC
CLOSED0407-407-100%$10$0-$102022-02-14
Coastal Capital Group, Inc.
CLOSED0397-397-100%$10$0-$102022-01-19
Klaas Financial Asset Advisors, LLC
CLOSED0388-388-100%$10$0-$102022-02-09
BlackRock Inc.
CLOSED0141-141-100%$4$0-$42022-02-23
Proequities, Inc.
CLOSED000—$0$0$02022-02-07
Eudaimonia Partners, LLC
N/A—32,536-32,536-100%$832———
Managed Account Services Inc
N/A—17,398-17,398-100%$445———
Homrich & Berg
N/A—7,846-7,846-100%$201———
Showing 129 of 129 institutions