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Ishares Msci USA Quality GAR (GARP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares5,512,263 from 3,891,813
Change+1,620,450 (+42%)
Value$470.0M (+$148.7M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares850,752 from 322,337
Change+528,415 (+164%)
Value$72.5M (+$45.9M)
Filed 2026-11-02
Resonant Capital Advisors, LLC
INCREASED
Shares821,730 from 791,780
Change+29,950 (+4%)
Value$70.1M (+$4.7M)
Filed 2026-10-15
Landaas & Co
INCREASED
Shares567,029 from 507,447
Change+59,582 (+12%)
Value$48.3M (+$6.5M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares521,149 from 559,897
Change-38,748 (-7%)
Value$44.4K (-$46.2M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares456,267 from 458,581
Change-2,314 (0%)
Value$39.7M (+$1.9M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares450,302 from 446,543
Change+3,759 (+1%)
Value$38.8M (+$2.4M)
Filed 2026-10-13
First Community Trust NA
INCREASED
Shares423,820 from 36,380
Change+387,440 (+1065%)
Value$36.1M (+$33.1M)
Filed 2026-10-07
Creative Financial Designs Inc
INCREASED
Shares414,613 from 403,015
Change+11,598 (+3%)
Value$35.3M (+$2.1M)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares368,415 from 374,524
Change-6,109 (-2%)
Value$31.4M (+$494.1K)
Filed 2026-10-13
Insight Wealth Strategies, LLC
INCREASED
Shares345,059 from 255,947
Change+89,112 (+35%)
Value$29.4M (+$8.5M)
Filed 2026-10-09
Thrivent Financial for Lutherans
NEW
Shares313,089
Change+313,089
Value$26.7M
Filed 2026-11-05
ARQ Wealth Advisors, LLC
DECREASED
Shares309,890 from 311,203
Change-1,313 (0%)
Value$26.4M (+$1.7M)
Filed 2026-10-29
Park National Corp
DECREASED
Shares275,251 from 288,365
Change-13,114 (-5%)
Value$23.5M (-$336.6K)
Filed 2026-10-05
Lakeshore Capital Group, Inc.
INCREASED
Shares225,520 from 111,760
Change+113,760 (+102%)
Value$19.2M (+$10.0M)
Filed 2026-10-20
Base Wealth Management LLC
INCREASED
Shares210,894 from 114,188
Change+96,706 (+85%)
Value$18.0M (+$8.6M)
Filed 2026-10-21
D'Orazio & Associates, Inc.
INCREASED
Shares210,344 from 187,575
Change+22,769 (+12%)
Value$17.9M (+$2.4M)
Filed 2026-11-04
Sound Income Strategies, LLC
NEW
Shares195,613
Change+195,613
Value$16.8M
Filed 2026-10-09
Saxon Interests, Inc.
INCREASED
Shares195,180 from 194,568
Change+612 (+0%)
Value$16.6M (+$579.5K)
Filed 2026-10-26
Embree Financial Group
INCREASED
Shares192,888 from 158,151
Change+34,737 (+22%)
Value$16.4M (+$3.4M)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares187,495 from 25,353
Change+162,142 (+640%)
Value$16.0K (-$2.1M)
Filed 2026-10-26
Planned Solutions, Inc.
DECREASED
Shares183,341 from 243,037
Change-59,696 (-25%)
Value$15.6M (-$4.4M)
Filed 2026-10-19
Certified Advisory Corp
INCREASED
Shares179,958 from 151,403
Change+28,555 (+19%)
Value$15.3M (+$2.8M)
Filed 2026-10-29
Ocean Park Asset Management, LLC
NEW
Shares178,236
Change+178,236
Value$15.2M
Filed 2026-10-21
Valley National Advisers Inc
INCREASED
Shares160,983 from 160,609
Change+374 (+0%)
Value$13.7M (+$467.1K)
Filed 2026-10-23
Bauman Advisory Group, LLC
INCREASED
Shares148,589 from 139,714
Change+8,875 (+6%)
Value$12.7M (+$1.1M)
Filed 2026-10-29
CGN Advisors LLC
INCREASED
Shares146,491 from 141,881
Change+4,610 (+3%)
Value$12.5M (+$777.5K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares130,796 from 71,243
Change+59,553 (+84%)
Value$11.2M (+$5.3M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares124,749 from 126,294
Change-1,545 (-1%)
Value$10.6M (+$210.5K)
Filed 2026-10-30
WJ Wealth Management, LLC
INCREASED
Shares117,640 from 54,133
Change+63,507 (+117%)
Value$10.0M (+$5.6M)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares115,102 from 62,663
Change+52,439 (+84%)
Value$9.8M (+$4.6M)
Filed 2026-11-06
Optima Capital LLC
INCREASED
Shares105,786 from 73,227
Change+32,559 (+44%)
Value$9.0M (+$3.0M)
Filed 2026-10-29
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares105,445 from 212,535
Change-107,090 (-50%)
Value$9.0M (-$8.6M)
Filed 2026-11-06
GW Henssler & Associates LTD
INCREASED
Shares103,947 from 99,178
Change+4,769 (+5%)
Value$8.9M (+$675.4K)
Filed 2026-10-26
Key Client Fiduciary Advisors, LLC
INCREASED
Shares100,238 from 92,535
Change+7,703 (+8%)
Value$8.5M (+$907.5K)
Filed 2026-10-19
Milestones Private Investment Advisors LLC
INCREASED
Shares99,989 from 99,259
Change+730 (+1%)
Value$8.5M (+$331.2K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares88,993 from 69,655
Change+19,338 (+28%)
Value$7.6M (+$1.8M)
Filed 2026-11-04
Cadent Capital Advisors, LLC
NEW
Shares88,523
Change+88,523
Value$7.5M
Filed 2026-10-09
Empire Life Investments Inc.
NEW
Shares71,600
Change+71,600
Value$6.1M
Filed 2026-11-06
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares60,609 from 63,815
Change-3,206 (-5%)
Value$5.2M (-$100.4K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW
Shares60,440
Change+60,440
Value$5.2M
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares58,372 from 60,888
Change-2,516 (-4%)
Value$5.0M (-$49.6K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
NEW
Shares41,022
Change+41,022
Value$3.5M
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares37,169 from 23,661
Change+13,508 (+57%)
Value$2.9M (+$932.4K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares32,921 from 32,623
Change+298 (+1%)
Value$2.8M (+$113.8K)
Filed 2026-10-23
Synergy Asset Management, LLC
NEW
Shares28,230
Change+28,230
Value$2.4M
Filed 2026-11-05
Stonebridge Wealth Management, LLC
DECREASED
Shares28,014 from 29,683
Change-1,669 (-6%)
Value$2.4M (-$61.9K)
Filed 2026-10-09
William John Sempolinski
INCREASED
Shares27,840 from 23,390
Change+4,450 (+19%)
Value$2.4M (+$442.8K)
Filed 2026-10-20
Wavvest Wealth LLC
NEW
Shares26,840
Change+26,840
Value$2.3M
Filed 2026-10-21
Nations Financial Group Inc,
INCREASED
Shares24,615 from 23,988
Change+627 (+3%)
Value$2.1M (+$118.5K)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares23,117 from 8,155
Change+14,962 (+183%)
Value$2.0M (+$1.3M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares22,815 from 19,200
Change+3,615 (+19%)
Value$1.9M (+$360.3K)
Filed 2026-11-05
Convergence Financial, LLC
INCREASED
Shares22,093 from 5,398
Change+16,695 (+309%)
Value$1.9M (+$1.4M)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares21,627 from 22,622
Change-995 (-4%)
Value$1.8M (-$23.5K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares21,342 from 30,596
Change-9,254 (-30%)
Value$1.8M (-$706.1K)
Filed 2026-10-07
Henderson Brothers Financial Partners, LLC
INCREASED
Shares18,881 from 10,561
Change+8,320 (+79%)
Value$1.6M (+$738.0K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
NEW
Shares18,065
Change+18,065
Value$1.5M
Filed 2026-10-14
Concurrent Investment Advisors, LLC
NEW
Shares17,767
Change+17,767
Value$1.5M
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares17,712 from 16,699
Change+1,013 (+6%)
Value$1.5M (+$131.6K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares16,938 from 16,554
Change+384 (+2%)
Value$1.4M (+$77.6K)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares15,661
Change+15,661
Value$1.3M
Filed 2026-10-21
Smith Shellnut Wilson LLC
DECREASED
Shares15,459 from 16,189
Change-730 (-5%)
Value$1.3M (-$18.4K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares14,533 from 5,755
Change+8,778 (+153%)
Value$1.2M (+$764.0K)
Filed 2026-11-02
Breakwater Capital Group
INCREASED
Shares13,728 from 11,740
Change+1,988 (+17%)
Value$1.2M (+$201.3K)
Filed 2026-10-09
Saxony Capital Management, LLC
INCREASED
Shares11,384 from 8,355
Change+3,029 (+36%)
Value$970.6K (+$280.9K)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares11,112 from 60,758
Change-49,646 (-82%)
Value$947.4K (-$4.1M)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
NEW
Shares9,941
Change+9,941
Value$847.6K
Filed 2026-10-26
Integrated Advisors Network LLC
INCREASED
Shares9,155 from 4,415
Change+4,740 (+107%)
Value$780.6K (+$416.1K)
Filed 2026-10-20
Impact Capital Partners LLC
INCREASED
Shares8,933 from 8,180
Change+753 (+9%)
Value$761.6K (+$86.3K)
Filed 2026-10-22
TCV Trust & Wealth Management, Inc.
INCREASED
Shares8,690 from 8,224
Change+466 (+6%)
Value$740.9K (+$62.0K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares8,664 from 2,667
Change+5,997 (+225%)
Value$738.7K (+$518.5K)
Filed 2026-10-16
Moors & Cabot, Inc.
INCREASED
Shares8,605 from 6,284
Change+2,321 (+37%)
Value$733.7K (+$214.9K)
Filed 2026-11-06
Verdence Capital Advisors LLC
DECREASED
Shares8,062 from 8,267
Change-205 (-2%)
Value$687.3K (+$4.9K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares8,041 from 6,563
Change+1,478 (+23%)
Value$685.5K (+$143.7K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
INCREASED
Shares7,994 from 3,739
Change+4,255 (+114%)
Value$681.6K (+$372.9K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$639.5K (+$20.3K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares6,200 from 5,130
Change+1,070 (+21%)
Value$528.6K (+$105.1K)
Filed 2026-10-28
Carolina Wealth Management Inc
INCREASED
Shares5,500 from 2,500
Change+3,000 (+120%)
Value$468.9K (+$262.6K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
NEW
Shares5,460
Change+5,460
Value$465.5K
Filed 2026-10-23
Csenge Advisory Group
UNCHANGED
Shares4,915 from 4,915
Change0 (0%)
Value$419.1K (+$13.3K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares4,834 from 3,326
Change+1,508 (+45%)
Value$412.1K (+$137.6K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
DECREASED
Shares4,660 from 4,760
Change-100 (-2%)
Value$397.3K (+$4.4K)
Filed 2026-11-03
Citizens Financial Group Inc
NEW
Shares4,560
Change+4,560
Value$388.8K
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares4,242 from 4,442
Change-200 (-4%)
Value$361.7K (-$5.0K)
Filed 2026-11-05
Redwood Financial Network Corp
NEW
Shares4,002
Change+4,002
Value$341.2K
Filed 2026-11-03
Prosperitas Financial LLC
NEW
Shares3,866
Change+3,866
Value$329.6K
Filed 2026-10-28
Wagner Wealth Management, LLC
UNCHANGED
Shares3,570 from 3,570
Change0 (0%)
Value$304.4K (+$9.7K)
Filed 2026-10-21
Ring Mountain Capital, LLC
INCREASED
Shares3,354 from 3,125
Change+229 (+7%)
Value$286.0K (+$28.0K)
Filed 2026-10-13
City Center Advisors, LLC
INCREASED
Shares3,244 from 2,962
Change+282 (+10%)
Value$276.6K (+$32.1K)
Filed 2026-10-08
NWF Advisory Services Inc.
UNCHANGED
Shares3,151 from 3,151
Change0 (0%)
Value$268.7K (+$8.6K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares3,075 from 4,461
Change-1,386 (-31%)
Value$262.2K (-$106.0K)
Filed 2026-11-03
Founders Financial Securities LLC
NEW
Shares2,832
Change+2,832
Value$241.5K
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
DECREASED
Shares2,451 from 2,601
Change-150 (-6%)
Value$209.0K (-$5.7K)
Filed 2026-10-27
Tableaux LLC
NEW
Shares2,445
Change+2,445
Value$208.5K
Filed 2026-10-23
Opus Financial Solutions LLC
NEW
Shares2,360
Change+2,360
Value$201.2K
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares1,214 from 1,394
Change-180 (-13%)
Value$103.5K (-$11.6K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
NEW
Shares1,132
Change+1,132
Value$96.5K
Filed 2026-11-05
New England Capital Financial Advisors LLC
INCREASED
Shares1,021 from 1,020
Change+1 (+0%)
Value$87.0K (+$2.8K)
Filed 2026-11-03
Trust Co
INCREASED
Shares911 from 280
Change+631 (+225%)
Value$77.7K (+$54.6K)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares612
Change+612
Value$52.2K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares546
Change+546
Value$46.6K
Filed 2026-10-21
Jnba Financial Advisors
INCREASED
Shares491 from 366
Change+125 (+34%)
Value$41.8K (+$11.6K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$40.3K ($0)
Filed 2026-11-06
Private Trust Co NA
NEW
Shares382
Change+382
Value$32.6K
Filed 2026-10-20
Farther Finance Advisors, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$30.0K (+$954)
Filed 2026-10-08
Westside Investment Management, Inc.
NEW
Shares295
Change+295
Value$25.2K
Filed 2026-11-02
Arvest Investments, Inc.
NEW
Shares254
Change+254
Value$21.7K
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$17.6K (+$561)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$13.6K (+$431)
Filed 2026-10-26
Clearstead Advisors, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$8.1K (+$257)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
NEW
Shares75
Change+75
Value$6.4K
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4 ($0)
Filed 2026-11-04
StrongBox Wealth, LLC
NEW
Shares45
Change+45
Value$3.8K
Filed 2026-11-02
Nfsg Corp
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.5K (+$49)
Filed 2026-10-15
Concord Wealth Partners
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.5K (+$47)
Filed 2026-11-02
Golden State Wealth Management, LLC
CLOSED
Shares0 from 39,009
Change-39,009 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-02
WIN Advisors, Inc
CLOSED
Shares0 from 38,098
Change-38,098 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-06
MKT Advisors LLC
CLOSED
Shares0 from 7,243
Change-7,243 (-100%)
Value$0 (-$580.5K)
Filed 2026-10-20
Sigma Planning Corp
CLOSED
Shares0 from 6,121
Change-6,121 (-100%)
Value$0 (-$505.3K)
Filed 2026-10-23
Sowell Financial Services LLC
CLOSED
Shares0 from 4,474
Change-4,474 (-100%)
Value$0 (-$369.3K)
Filed 2026-10-23
LongView Wealth Management
CLOSED
Shares0 from 4,305
Change-4,305 (-100%)
Value$0 (-$355.4K)
Filed 2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 901
Change-901 (-100%)
Value$0 (-$74.4K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$11.7K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 1,833,873
Change-1,833,873 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,271,276
Change-1,271,276 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,121,645
Change-1,121,645 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 674,962
Change-674,962 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 545,252
Change-545,252 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 446,128
Change-446,128 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 414,235
Change-414,235 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 398,187
Change-398,187 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 341,897
Change-341,897 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 335,370
Change-335,370 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 325,453
Change-325,453 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 268,505
Change-268,505 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 184,986
Change-184,986 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 164,064
Change-164,064 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 143,651
Change-143,651 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 113,680
Change-113,680 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 76,464
Change-76,464 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 68,507
Change-68,507 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 59,606
Change-59,606 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 58,724
Change-58,724 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 51,118
Change-51,118 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 34,860
Change-34,860 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 34,630
Change-34,630 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 33,934
Change-33,934 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 33,633
Change-33,633 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,079
Change-32,079 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 28,386
Change-28,386 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 28,085
Change-28,085 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,486
Change-27,486 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,833
Change-22,833 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 22,704
Change-22,704 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,446
Change-22,446 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 21,819
Change-21,819 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,714
Change-21,714 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,938
Change-20,938 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 20,599
Change-20,599 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 20,285
Change-20,285 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 19,832
Change-19,832 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 19,505
Change-19,505 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,110
Change-18,110 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 17,995
Change-17,995 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 16,766
Change-16,766 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,999
Change-15,999 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,867
Change-14,867 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,762
Change-13,762 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13,111
Change-13,111 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,550
Change-8,550 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,175
Change-8,175 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,168
Change-7,168 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 5,703
Change-5,703 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,507
Change-5,507 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 348
Change-348 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 217
Change-217 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13
Change-13 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
LPL Financial LLC
INCREASED5,512,2633,891,813+1,620,450+42%$321.3M$470.0M+$148.7M2026-11-06
Commonwealth Equity Services, LLC
INCREASED850,752322,337+528,415+164%$26.6M$72.5M+$45.9M2026-11-02
Resonant Capital Advisors, LLC
INCREASED821,730791,780+29,950+4%$65.4M$70.1M+$4.7M2026-10-15
Landaas & Co
INCREASED567,029507,447+59,582+12%$41.9M$48.3M+$6.5M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED521,149559,897-38,748-7%$46.2M$44.4K-$46.2M2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED456,267458,581-2,3140%$37.9M$39.7M+$1.9M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED450,302446,543+3,759+1%$36.4M$38.8M+$2.4M2026-10-13
First Community Trust NA
INCREASED423,82036,380+387,440+1065%$3.0M$36.1M+$33.1M2026-10-07
Creative Financial Designs Inc
INCREASED414,613403,015+11,598+3%$33.3M$35.3M+$2.1M2026-11-04
Independent Financial Group, LLC
DECREASED368,415374,524-6,109-2%$30.9M$31.4M+$494.1K2026-10-13
Insight Wealth Strategies, LLC
INCREASED345,059255,947+89,112+35%$20.9M$29.4M+$8.5M2026-10-09
Thrivent Financial for Lutherans
NEW313,089—+313,089——$26.7M—2026-11-05
ARQ Wealth Advisors, LLC
DECREASED309,890311,203-1,3130%$24.8M$26.4M+$1.7M2026-10-29
Park National Corp
DECREASED275,251288,365-13,114-5%$23.8M$23.5M-$336.6K2026-10-05
Lakeshore Capital Group, Inc.
INCREASED225,520111,760+113,760+102%$9.2M$19.2M+$10.0M2026-10-20
Base Wealth Management LLC
INCREASED210,894114,188+96,706+85%$9.4M$18.0M+$8.6M2026-10-21
D'Orazio & Associates, Inc.
INCREASED210,344187,575+22,769+12%$15.5M$17.9M+$2.4M2026-11-04
Sound Income Strategies, LLC
NEW195,613—+195,613——$16.8M—2026-10-09
Saxon Interests, Inc.
INCREASED195,180194,568+612+0%$16.1M$16.6M+$579.5K2026-10-26
Embree Financial Group
INCREASED192,888158,151+34,737+22%$13.1M$16.4M+$3.4M2026-10-22
Park Avenue Securities LLC
INCREASED187,49525,353+162,142+640%$2.1M$16.0K-$2.1M2026-10-26
Planned Solutions, Inc.
DECREASED183,341243,037-59,696-25%$20.1M$15.6M-$4.4M2026-10-19
Certified Advisory Corp
INCREASED179,958151,403+28,555+19%$12.5M$15.3M+$2.8M2026-10-29
Ocean Park Asset Management, LLC
NEW178,236—+178,236——$15.2M—2026-10-21
Valley National Advisers Inc
INCREASED160,983160,609+374+0%$13.3M$13.7M+$467.1K2026-10-23
Bauman Advisory Group, LLC
INCREASED148,589139,714+8,875+6%$11.5M$12.7M+$1.1M2026-10-29
CGN Advisors LLC
INCREASED146,491141,881+4,610+3%$11.7M$12.5M+$777.5K2026-10-21
Kestra Advisory Services, LLC
INCREASED130,79671,243+59,553+84%$5.9M$11.2M+$5.3M2026-11-02
Truist Financial Corp
DECREASED124,749126,294-1,545-1%$10.4M$10.6M+$210.5K2026-10-30
WJ Wealth Management, LLC
INCREASED117,64054,133+63,507+117%$4.5M$10.0M+$5.6M2026-11-03
Merit Financial Group, LLC
INCREASED115,10262,663+52,439+84%$5.2M$9.8M+$4.6M2026-11-06
Optima Capital LLC
INCREASED105,78673,227+32,559+44%$6.0M$9.0M+$3.0M2026-10-29
Cornerstone Advisors Asset Management, LLC
DECREASED105,445212,535-107,090-50%$17.5M$9.0M-$8.6M2026-11-06
GW Henssler & Associates LTD
INCREASED103,94799,178+4,769+5%$8.2M$8.9M+$675.4K2026-10-26
Key Client Fiduciary Advisors, LLC
INCREASED100,23892,535+7,703+8%$7.6M$8.5M+$907.5K2026-10-19
Milestones Private Investment Advisors LLC
INCREASED99,98999,259+730+1%$8.2M$8.5M+$331.2K2026-10-19
Uptick Partners, LLC
INCREASED88,99369,655+19,338+28%$5.8M$7.6M+$1.8M2026-11-04
Cadent Capital Advisors, LLC
NEW88,523—+88,523——$7.5M—2026-10-09
Empire Life Investments Inc.
NEW71,600—+71,600——$6.1M—2026-11-06
Marshall & Sterling Wealth Advisors Inc.
DECREASED60,60963,815-3,206-5%$5.3M$5.2M-$100.4K2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW60,440—+60,440——$5.2M—2026-10-14
Kestra Private Wealth Services, LLC
DECREASED58,37260,888-2,516-4%$5.0M$5.0M-$49.6K2026-11-06
B. Riley Wealth Advisors, Inc.
NEW41,022—+41,022——$3.5M—2026-10-13
Prospera Financial Services Inc
INCREASED37,16923,661+13,508+57%$2.0M$2.9M+$932.4K2026-11-04
HB Wealth Management, LLC
INCREASED32,92132,623+298+1%$2.7M$2.8M+$113.8K2026-10-23
Synergy Asset Management, LLC
NEW28,230—+28,230——$2.4M—2026-11-05
Stonebridge Wealth Management, LLC
DECREASED28,01429,683-1,669-6%$2.5M$2.4M-$61.9K2026-10-09
William John Sempolinski
INCREASED27,84023,390+4,450+19%$1.9M$2.4M+$442.8K2026-10-20
Wavvest Wealth LLC
NEW26,840—+26,840——$2.3M—2026-10-21
Nations Financial Group Inc,
INCREASED24,61523,988+627+3%$2.0M$2.1M+$118.5K2026-11-05
Parsons Capital Management Inc
INCREASED23,1178,155+14,962+183%$673.2K$2.0M+$1.3M2026-10-28
Bank of New York Mellon Corp
INCREASED22,81519,200+3,615+19%$1.6M$1.9M+$360.3K2026-11-05
Convergence Financial, LLC
INCREASED22,0935,398+16,695+309%$445.6K$1.9M+$1.4M2026-10-27
Dynamic Advisor Solutions LLC
DECREASED21,62722,622-995-4%$1.9M$1.8M-$23.5K2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED21,34230,596-9,254-30%$2.5M$1.8M-$706.1K2026-10-07
Henderson Brothers Financial Partners, LLC
INCREASED18,88110,561+8,320+79%$871.8K$1.6M+$738.0K2026-11-03
Tempus Wealth Planning, LLC
NEW18,065—+18,065——$1.5M—2026-10-14
Concurrent Investment Advisors, LLC
NEW17,767—+17,767——$1.5M—2026-10-16
Spire Wealth Management
INCREASED17,71216,699+1,013+6%$1.4M$1.5M+$131.6K2026-10-30
Rossby Financial, LCC
INCREASED16,93816,554+384+2%$1.4M$1.4M+$77.6K2026-11-05
Assetmark, Inc
NEW15,661—+15,661——$1.3M—2026-10-21
Smith Shellnut Wilson LLC
DECREASED15,45916,189-730-5%$1.3M$1.3M-$18.4K2026-10-21
Creative Planning
INCREASED14,5335,755+8,778+153%$475.1K$1.2M+$764.0K2026-11-02
Breakwater Capital Group
INCREASED13,72811,740+1,988+17%$969.2K$1.2M+$201.3K2026-10-09
Saxony Capital Management, LLC
INCREASED11,3848,355+3,029+36%$689.7K$970.6K+$280.9K2026-10-15
Avior Wealth Management, LLC
DECREASED11,11260,758-49,646-82%$5.0M$947.4K-$4.1M2026-10-13
Flagship Harbor Advisors, LLC
NEW9,941—+9,941——$847.6K—2026-10-26
Integrated Advisors Network LLC
INCREASED9,1554,415+4,740+107%$364.5K$780.6K+$416.1K2026-10-20
Impact Capital Partners LLC
INCREASED8,9338,180+753+9%$675.3K$761.6K+$86.3K2026-10-22
TCV Trust & Wealth Management, Inc.
INCREASED8,6908,224+466+6%$678.9K$740.9K+$62.0K2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED8,6642,667+5,997+225%$220.2K$738.7K+$518.5K2026-10-16
Moors & Cabot, Inc.
INCREASED8,6056,284+2,321+37%$518.7K$733.7K+$214.9K2026-11-06
Verdence Capital Advisors LLC
DECREASED8,0628,267-205-2%$682.4K$687.3K+$4.9K2026-10-26
Brookstone Capital Management
INCREASED8,0416,563+1,478+23%$541.8K$685.5K+$143.7K2026-10-22
WealthBridge Capital Management, LLC
INCREASED7,9943,739+4,255+114%$308.7K$681.6K+$372.9K2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED7,5007,50000%$619.1K$639.5K+$20.3K2026-11-03
D.A. Davidson & Co.
INCREASED6,2005,130+1,070+21%$423.5K$528.6K+$105.1K2026-10-28
Carolina Wealth Management Inc
INCREASED5,5002,500+3,000+120%$206.4K$468.9K+$262.6K2026-10-29
Kingswood Wealth Advisors, LLC
NEW5,460—+5,460——$465.5K—2026-10-23
Csenge Advisory Group
UNCHANGED4,9154,91500%$405.7K$419.1K+$13.3K2026-11-04
Fifth Third Bancorp
INCREASED4,8343,326+1,508+45%$274.5K$412.1K+$137.6K2026-11-05
LFA - Lugano Financial Advisors SA
DECREASED4,6604,760-100-2%$392.9K$397.3K+$4.4K2026-11-03
Citizens Financial Group Inc
NEW4,560—+4,560——$388.8K—2026-10-23
US Bancorp \de\
DECREASED4,2424,442-200-4%$366.7K$361.7K-$5.0K2026-11-05
Redwood Financial Network Corp
NEW4,002—+4,002——$341.2K—2026-11-03
Prosperitas Financial LLC
NEW3,866—+3,866——$329.6K—2026-10-28
Wagner Wealth Management, LLC
UNCHANGED3,5703,57000%$294.7K$304.4K+$9.7K2026-10-21
Ring Mountain Capital, LLC
INCREASED3,3543,125+229+7%$258.0K$286.0K+$28.0K2026-10-13
City Center Advisors, LLC
INCREASED3,2442,962+282+10%$244.5K$276.6K+$32.1K2026-10-08
NWF Advisory Services Inc.
UNCHANGED3,1513,15100%$260.1K$268.7K+$8.6K2026-10-19
RFG Advisory, LLC
DECREASED3,0754,461-1,386-31%$368.3K$262.2K-$106.0K2026-11-03
Founders Financial Securities LLC
NEW2,832—+2,832——$241.5K—2026-10-28
Comprehensive Financial Planning, Inc.
DECREASED2,4512,601-150-6%$214.7K$209.0K-$5.7K2026-10-27
Tableaux LLC
NEW2,445—+2,445——$208.5K—2026-10-23
Opus Financial Solutions LLC
NEW2,360—+2,360——$201.2K—2026-11-06
Larson Financial Group LLC
DECREASED1,2141,394-180-13%$115.0K$103.5K-$11.6K2026-11-05
Silver Grove Financial Group, Inc.
NEW1,132—+1,132——$96.5K—2026-11-05
New England Capital Financial Advisors LLC
INCREASED1,0211,020+1+0%$84.2K$87.0K+$2.8K2026-11-03
Trust Co
INCREASED911280+631+225%$23.1K$77.7K+$54.6K2026-10-09
Latitude Advisors, LLC
NEW612—+612——$52.2K—2026-10-27
Root Financial Partners, LLC
NEW546—+546——$46.6K—2026-10-21
Jnba Financial Advisors
INCREASED491366+125+34%$30.3K$41.8K+$11.6K2026-11-03
Allworth Financial LP
UNCHANGED48848800%$40.3K$40.3K$02026-11-06
Private Trust Co NA
NEW382—+382——$32.6K—2026-10-20
Farther Finance Advisors, LLC
UNCHANGED35235200%$29.1K$30.0K+$9542026-10-08
Westside Investment Management, Inc.
NEW295—+295——$25.2K—2026-11-02
Arvest Investments, Inc.
NEW254—+254——$21.7K—2026-10-21
Archer Investment Corp
UNCHANGED20720700%$17.1K$17.6K+$5612026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED15915900%$13.1K$13.6K+$4312026-10-26
Clearstead Advisors, LLC
UNCHANGED959500%$7.8K$8.1K+$2572026-11-06
Pinnacle Wealth Planning Services, Inc.
NEW75—+75——$6.4K—2026-10-27
Avion Wealth
UNCHANGED545400%$4$4$02026-11-04
StrongBox Wealth, LLC
NEW45—+45——$3.8K—2026-11-02
Nfsg Corp
UNCHANGED181800%$1.5K$1.5K+$492026-10-15
Concord Wealth Partners
UNCHANGED171700%$1.4K$1.5K+$472026-11-02
Golden State Wealth Management, LLC
CLOSED039,009-39,009-100%$3.2M$0-$3.2M2026-11-02
WIN Advisors, Inc
CLOSED038,098-38,098-100%$3.1M$0-$3.1M2026-11-06
MKT Advisors LLC
CLOSED07,243-7,243-100%$580.5K$0-$580.5K2026-10-20
Sigma Planning Corp
CLOSED06,121-6,121-100%$505.3K$0-$505.3K2026-10-23
Sowell Financial Services LLC
CLOSED04,474-4,474-100%$369.3K$0-$369.3K2026-10-23
LongView Wealth Management
CLOSED04,305-4,305-100%$355.4K$0-$355.4K2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED0901-901-100%$74.4K$0-$74.4K2026-10-29
PNC Financial Services Group, Inc.
CLOSED0142-142-100%$11.7K$0-$11.7K2026-11-06
Morgan Stanley
N/A—1,833,873-1,833,873-100%$151.4M———
Bank of America Corp
N/A—1,271,276-1,271,276-100%$104.9M———
Raymond James Financial Inc
N/A—1,121,645-1,121,645-100%$92.6M———
Cetera Investment Advisers
N/A—674,962-674,962-100%$55.7M———
Envestnet Asset Management Inc
N/A—545,252-545,252-100%$45.0M———
MML Investors Services, LLC
N/A—446,128-446,128-100%$36.8M———
Osaic Holdings, Inc.
N/A—414,235-414,235-100%$34.2M———
Great Valley Advisor Group, Inc.
N/A—398,187-398,187-100%$32.9M———
Equitable Holdings, Inc.
N/A—341,897-341,897-100%$28.2M———
Capital Analysts, LLC
N/A—335,370-335,370-100%$27.7M———
Northwestern Mutual Wealth Management Co
N/A—325,453-325,453-100%$26.9M———
Stifel Financial Corp
N/A—268,505-268,505-100%$22.2M———
Carr Financial Group Corp
N/A—184,986-184,986-100%$15.3M———
HighTower Advisors, LLC
N/A—164,064-164,064-100%$13.5M———
Olde Wealth Management, LLC
N/A—143,651-143,651-100%$11.9M———
Principal Securities, Inc.
N/A—113,680-113,680-100%$9.4M———
First Trust Advisors LP
N/A—76,464-76,464-100%$6.3M———
Stratos Wealth Advisors, LLC
N/A—68,507-68,507-100%$5.7M———
Stratos Wealth Partners, Ltd.
N/A—59,606-59,606-100%$4.9M———
Leavell Investment Management, Inc.
N/A—58,724-58,724-100%$4.8M———
Strategic Financial Concepts, LLC
N/A—51,118-51,118-100%$4.3M———
Calton & Associates, Inc.
N/A—34,860-34,860-100%$2.9M———
Keating Financial Advisory Services, Inc.
N/A—34,630-34,630-100%$2.9M———
Royal Bank of Canada
N/A—33,934-33,934-100%$2.8M———
Cedar Wealth Management, LLC
N/A—33,633-33,633-100%$2.8M———
Belpointe Asset Management LLC
N/A—32,079-32,079-100%$2.6M———
Thoroughbred Financial Services, LLC
N/A—28,386-28,386-100%$2.3M———
Fiduciary Financial Advisors
N/A—28,085-28,085-100%$2.3M———
Susquehanna International Group, LLP
N/A—27,486-27,486-100%$2.3M———
Geneos Wealth Management Inc.
N/A—22,833-22,833-100%$1.9M———
LaSalle St. Investment Advisors, LLC
N/A—22,704-22,704-100%$1.9M———
Goldman Sachs Group Inc
N/A—22,446-22,446-100%$1.9M———
Nova Wealth Management, Inc.
N/A—21,819-21,819-100%$1.8M———
JPMorgan Chase & Co
N/A—21,714-21,714-100%$1.8M———
Kingsview Wealth Management, LLC
N/A—20,938-20,938-100%$1.7M———
Foundations Investment Advisors, LLC
N/A—20,599-20,599-100%$1.7M———
XTX Topco Ltd
N/A—20,285-20,285-100%$1.7M———
Adapt Wealth Advisors, LLC
N/A—19,832-19,832-100%$1.6M———
Retirement Capital Strategies
N/A—19,505-19,505-100%$1.6M———
Flow Traders U.S. LLC
N/A—18,110-18,110-100%$1.5M———
CIBC Bancorp USA Inc.
N/A—17,995-17,995-100%$1.5M———
Disciplined Investments, LLC
N/A—16,766-16,766-100%$1.4M———
Citadel Advisors LLC
N/A—15,999-15,999-100%$1.3M———
CIBC World Market Inc.
N/A—14,867-14,867-100%$1.2M———
NewEdge Advisors, LLC
N/A—13,762-13,762-100%$1.1M———
Tower Research Capital LLC (TRC)
N/A—13,111-13,111-100%$1.1M———
GWN Securities Inc.
N/A—8,550-8,550-100%$705.8K———
Advyzon Investment Management, LLC
N/A—8,175-8,175-100%$674.9K———
Jane Street Group, LLC
N/A—7,467-7,467-100%$616.4K———
Brown Advisory Inc
N/A—7,168-7,168-100%$591.7K———
Thompson David Blair
N/A—7,075-7,075-100%$584.1K———
Integrated Wealth Concepts LLC
N/A—6,829-6,829-100%$563.7K———
AQR Capital Management LLC
N/A—6,441-6,441-100%$531.7K———
Kane Investment Management, Inc.
N/A—5,857-5,857-100%$483.5K———
Forefront Wealth Partners, LLC
N/A—5,703-5,703-100%$470.8K———
Harbour Investments, Inc.
N/A—5,690-5,690-100%$469.7K———
Qube Research & Technologies Ltd
N/A—5,507-5,507-100%$454.6K———
Janney Montgomery Scott LLC
N/A—5,249-5,249-100%$433.0K———
SHP Wealth Management
N/A—5,146-5,146-100%$424.8K———
Global Retirement Partners, LLC
N/A—4,787-4,787-100%$395.1K———
Boston Partners
N/A—3,905-3,905-100%$322.3K———
Sankala Group LLC
N/A—3,870-3,870-100%$321.7K———
Scotia Capital Inc.
N/A—3,654-3,654-100%$301.6K———
Private Advisor Group, LLC
N/A—3,379-3,379-100%$278.9K———
FMR LLC
N/A—3,372-3,372-100%$278.3K———
Astoria Portfolio Advisors Llc.
N/A—3,366-3,366-100%$277.9K———
Ameritas Advisory Services, LLC
N/A—3,187-3,187-100%$263.1K———
Florida Financial Advisors, LLC
N/A—3,049-3,049-100%$251.7K———
Keyvantage Wealth, LLC
N/A—2,641-2,641-100%$218.0K———
Focus Partners Advisor Solutions, LLC
N/A—2,624-2,624-100%$216.6K———
Quantinno Capital Management LP
N/A—2,580-2,580-100%$213.0K———
Mercer Global Advisors Inc
N/A—2,445-2,445-100%$201.8K———
Bogart Wealth, LLC
N/A—1,200-1,200-100%$99.1K———
Regatta Research & Money Management
N/A—1,071-1,071-100%$88.3K———
O'shaughnessy Asset Management, LLC
N/A—419-419-100%$34.6K———
Ancora Advisors LLCA
N/A—400-400-100%$33.0K———
Bank of Montreal
N/A—348-348-100%$28.7K———
TD Capital Management LLC
N/A—341-341-100%$28.1K———
BFC Planning, Inc.
N/A—217-217-100%$17.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—62-62-100%$5.1K———
Aptus Capital Advisors, LLC
N/A—44-44-100%$3.6K———
UBS Group AG
N/A—13-13-100%$1.1K———
Mcguire Capital Advisors Inc
N/A—10-10-100%$826———
Showing 206 of 206 institutions