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Ishr ESG SS S&P Smal-Cap-Usd (XJR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Keybank National Association
INCREASED
Shares118,264 from 109,527
Change+8,737 (+8%)
Value$5.7M (-$67.8K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares88,090 from 75,072
Change+13,018 (+17%)
Value$4.3M (+$292.8K)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares82,600 from 85,084
Change-2,484 (-3%)
Value$4.0M (-$500.3K)
Filed 2026-10-13
Highland Financial Advisors, LLC
INCREASED
Shares68,134 from 57,493
Change+10,641 (+19%)
Value$3.3M (+$256.7K)
Filed 2026-10-19
Invera Wealth Advisors, LLC
INCREASED
Shares62,328 from 58,124
Change+4,204 (+7%)
Value$3.0M (-$56.9K)
Filed 2026-10-28
Thrivent Financial for Lutherans
NEW
Shares36,689
Change+36,689
Value$1.8M
Filed 2026-11-05
Biltmore Family Office, LLC
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$1.5M (-$143.1K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares30,162 from 29,144
Change+1,018 (+3%)
Value$1.5M (-$81.1K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares24,835 from 25,654
Change-819 (-3%)
Value$1.2M (-$154.2K)
Filed 2026-11-02
Jnba Financial Advisors
DECREASED
Shares16,524 from 17,447
Change-923 (-5%)
Value$797.7K (-$122.6K)
Filed 2026-11-03
Atlantic Private Wealth, LLC
UNCHANGED
Shares16,494 from 16,494
Change0 (0%)
Value$796.3K (-$73.7K)
Filed 2026-11-09
Pathway Financial Advisors LLC
DECREASED
Shares16,011 from 16,309
Change-298 (-2%)
Value$773.0K (-$74.6K)
Filed 2026-10-07
Magnus Financial Group LLC
INCREASED
Shares14,909 from 14,867
Change+42 (+0%)
Value$719.7K (-$64.4K)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares13,420 from 14,669
Change-1,249 (-9%)
Value$647.9K (-$125.9K)
Filed 2026-10-05
Eley Financial Management, Inc
DECREASED
Shares13,166 from 13,203
Change-37 (0%)
Value$635.6K (-$60.8K)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares12,548 from 13,384
Change-836 (-6%)
Value$605.8K (-$100.2K)
Filed 2026-10-28
Asset Dedication, LLC
INCREASED
Shares12,520 from 10,756
Change+1,764 (+16%)
Value$604.4K (+$37.1K)
Filed 2026-11-03
Cambridge Financial Group, LLC
UNCHANGED
Shares12,161 from 12,161
Change0 (0%)
Value$641.4K ($0)
Filed 2026-10-06
Lido Advisors, LLC
INCREASED
Shares11,743 from 11,662
Change+81 (+1%)
Value$566.9K (-$48.2K)
Filed 2026-11-04
Birchbrook, Inc.
DECREASED
Shares11,601 from 11,617
Change-16 (0%)
Value$560.0K (-$52.7K)
Filed 2026-10-14
Gould Asset Management LLC
INCREASED
Shares10,735 from 9,650
Change+1,085 (+11%)
Value$518.2K (+$9.2K)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED
Shares10,492 from 10,517
Change-25 (0%)
Value$506.5K (-$48.2K)
Filed 2026-10-16
Tarbox Family Office, Inc.
UNCHANGED
Shares10,013 from 10,013
Change0 (0%)
Value$483.4K (-$44.8K)
Filed 2026-10-23
Natural Investments, LLC
NEW
Shares8,436
Change+8,436
Value$407.3K
Filed 2026-11-06
Sprinkle Financial Consultants LLC
INCREASED
Shares7,934 from 7,912
Change+22 (+0%)
Value$383.0K (-$34.3K)
Filed 2026-10-09
WestHill Financial Advisors, Inc.
NEW
Shares7,750
Change+7,750
Value$374.1K
Filed 2026-10-14
Armbruster Capital Management, Inc.
UNCHANGED
Shares7,546 from 7,546
Change0 (0%)
Value$364.3K (-$33.7K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
INCREASED
Shares6,660 from 6,653
Change+7 (+0%)
Value$321.5K (-$29.4K)
Filed 2026-10-08
Heck Capital Advisors, LLC
DECREASED
Shares6,444 from 6,462
Change-18 (0%)
Value$311.1K (-$29.8K)
Filed 2026-10-14
Legacy Edge Advisors, LLC
DECREASED
Shares5,752 from 5,971
Change-219 (-4%)
Value$277.7K (-$37.3K)
Filed 2026-11-06
Mission Wealth Management, LP
UNCHANGED
Shares5,703 from 5,703
Change0 (0%)
Value$275.3K (-$25.5K)
Filed 2026-10-15
Horizon Wealth Management, LLC
INCREASED
Shares5,653 from 5,643
Change+10 (+0%)
Value$272.9K (-$24.7K)
Filed 2026-11-02
Veracity Capital LLC
INCREASED
Shares4,889 from 4,884
Change+5 (+0%)
Value$236.0K (-$21.6K)
Filed 2026-10-08
Birchwood Financial Partners, Inc.
INCREASED
Shares4,423 from 3,033
Change+1,390 (+46%)
Value$213.5K (+$53.5K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares4,167 from 5,590
Change-1,423 (-25%)
Value$201.2K (-$93.7K)
Filed 2026-11-06
GGM Financial LLC
INCREASED
Shares4,075 from 2,002
Change+2,073 (+104%)
Value$196.7K (+$91.2K)
Filed 2026-11-05
Smithfield Trust Co
UNCHANGED
Shares3,682 from 3,682
Change0 (0%)
Value$177.0K (-$18.0K)
Filed 2026-11-09
Blair William & Co
UNCHANGED
Shares2,753 from 2,753
Change0 (0%)
Value$132.9K (-$12.3K)
Filed 2026-11-10
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,351 from 2,351
Change0 (0%)
Value$113.5K (-$10.5K)
Filed 2026-10-15
Clearstead Advisors, LLC
INCREASED
Shares2,288 from 386
Change+1,902 (+493%)
Value$110.5K (+$90.1K)
Filed 2026-11-06
Milestone Investment Advisors LLC
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$104.8K (-$9.7K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$71.7K (-$6.6K)
Filed 2026-10-08
FMR LLC
DECREASED
Shares1,331 from 1,342
Change-11 (-1%)
Value$64.3K (-$6.5K)
Filed 2026-11-10
Meramec Financial Planners, LLC
INCREASED
Shares1,013 from 1,010
Change+3 (+0%)
Value$49.5K (-$2.6K)
Filed 2026-11-09
Golden State Wealth Management, LLC
INCREASED
Shares1,009 from 1,007
Change+2 (+0%)
Value$48.8K (-$4.4K)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$39.1K (-$3.6K)
Filed 2026-10-19
Compass Wealth Management LLC
NEW
Shares800
Change+800
Value$38.6K
Filed 2026-10-22
StrongBox Wealth, LLC
INCREASED
Shares625 from 482
Change+143 (+30%)
Value$30.2K (+$4.7K)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$29.4K (-$2.7K)
Filed 2026-11-02
Hanson & Doremus Investment Management
INCREASED
Shares462 from 458
Change+4 (+1%)
Value$22 (-$24.0K)
Filed 2026-10-16
Godfrey Financial Associates, Inc.
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$16.5K (-$1.5K)
Filed 2026-11-10
Triumph Capital Management
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$5.9K (-$550)
Filed 2026-10-14
Covestor Ltd
DECREASED
Shares81 from 88
Change-7 (-8%)
Value$4 (-$1)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.9K (-$174)
Filed 2026-10-30
Hurley Capital, LLC
NEW
Shares33
Change+33
Value$1.6K
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$386 (-$36)
Filed 2026-10-21
DeDora Capital, Inc.
CLOSED
Shares0 from 9,857
Change-9,857 (-100%)
Value$0 (-$519.9K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 5,392
Change-5,392 (-100%)
Value$0 (-$284.4K)
Filed 2026-11-02
Tribridge Partners Financial LLC
CLOSED
Shares0 from 4,352
Change-4,352 (-100%)
Value$0 (-$224.3K)
Filed 2026-11-09
MCF Advisors LLC
CLOSED
Shares0 from 2,280
Change-2,280 (-100%)
Value$0 (-$120.3K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$29.2K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 129,428
Change-129,428 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 77,488
Change-77,488 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 55,782
Change-55,782 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 42,464
Change-42,464 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,729
Change-25,729 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,940
Change-17,940 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 17,560
Change-17,560 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,169
Change-16,169 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,832
Change-15,832 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 14,694
Change-14,694 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 14,309
Change-14,309 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,437
Change-13,437 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 12,505
Change-12,505 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,444
Change-11,444 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,380
Change-11,380 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,466
Change-10,466 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,875
Change-9,875 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,152
Change-8,152 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 7,613
Change-7,613 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,495
Change-7,495 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,835
Change-6,835 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 919
Change-919 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 714
Change-714 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 407
Change-407 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 144
Change-144 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 86
Change-86 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2
Change-2 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Keybank National Association
INCREASED118,264109,527+8,737+8%$5.8M$5.7M-$67.8K2026-11-04
LPL Financial LLC
INCREASED88,09075,072+13,018+17%$4.0M$4.3M+$292.8K2026-11-06
Bailard, Inc.
DECREASED82,60085,084-2,484-3%$4.5M$4.0M-$500.3K2026-10-13
Highland Financial Advisors, LLC
INCREASED68,13457,493+10,641+19%$3.0M$3.3M+$256.7K2026-10-19
Invera Wealth Advisors, LLC
INCREASED62,32858,124+4,204+7%$3.1M$3.0M-$56.9K2026-10-28
Thrivent Financial for Lutherans
NEW36,689—+36,689——$1.8M—2026-11-05
Biltmore Family Office, LLC
UNCHANGED32,00032,00000%$1.7M$1.5M-$143.1K2026-11-03
Bank of New York Mellon Corp
INCREASED30,16229,144+1,018+3%$1.5M$1.5M-$81.1K2026-11-05
Creative Planning
DECREASED24,83525,654-819-3%$1.4M$1.2M-$154.2K2026-11-02
Jnba Financial Advisors
DECREASED16,52417,447-923-5%$920.3K$797.7K-$122.6K2026-11-03
Atlantic Private Wealth, LLC
UNCHANGED16,49416,49400%$870.0K$796.3K-$73.7K2026-11-09
Pathway Financial Advisors LLC
DECREASED16,01116,309-298-2%$847.6K$773.0K-$74.6K2026-10-07
Magnus Financial Group LLC
INCREASED14,90914,867+42+0%$784.2K$719.7K-$64.4K2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED13,42014,669-1,249-9%$773.7K$647.9K-$125.9K2026-10-05
Eley Financial Management, Inc
DECREASED13,16613,203-370%$696.4K$635.6K-$60.8K2026-11-03
D.A. Davidson & Co.
DECREASED12,54813,384-836-6%$706.0K$605.8K-$100.2K2026-10-28
Asset Dedication, LLC
INCREASED12,52010,756+1,764+16%$567.3K$604.4K+$37.1K2026-11-03
Cambridge Financial Group, LLC
UNCHANGED12,16112,16100%$641.4K$641.4K$02026-10-06
Lido Advisors, LLC
INCREASED11,74311,662+81+1%$615.1K$566.9K-$48.2K2026-11-04
Birchbrook, Inc.
DECREASED11,60111,617-160%$612.8K$560.0K-$52.7K2026-10-14
Gould Asset Management LLC
INCREASED10,7359,650+1,085+11%$509.0K$518.2K+$9.2K2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED10,49210,517-250%$554.7K$506.5K-$48.2K2026-10-16
Tarbox Family Office, Inc.
UNCHANGED10,01310,01300%$528.2K$483.4K-$44.8K2026-10-23
Natural Investments, LLC
NEW8,436—+8,436——$407.3K—2026-11-06
Sprinkle Financial Consultants LLC
INCREASED7,9347,912+22+0%$417.3K$383.0K-$34.3K2026-10-09
WestHill Financial Advisors, Inc.
NEW7,750—+7,750——$374.1K—2026-10-14
Armbruster Capital Management, Inc.
UNCHANGED7,5467,54600%$398.0K$364.3K-$33.7K2026-10-19
Valeo Financial Advisors, LLC
INCREASED6,6606,653+7+0%$350.9K$321.5K-$29.4K2026-10-08
Heck Capital Advisors, LLC
DECREASED6,4446,462-180%$340.8K$311.1K-$29.8K2026-10-14
Legacy Edge Advisors, LLC
DECREASED5,7525,971-219-4%$314.9K$277.7K-$37.3K2026-11-06
Mission Wealth Management, LP
UNCHANGED5,7035,70300%$300.8K$275.3K-$25.5K2026-10-15
Horizon Wealth Management, LLC
INCREASED5,6535,643+10+0%$297.6K$272.9K-$24.7K2026-11-02
Veracity Capital LLC
INCREASED4,8894,884+5+0%$257.6K$236.0K-$21.6K2026-10-08
Birchwood Financial Partners, Inc.
INCREASED4,4233,033+1,390+46%$160.0K$213.5K+$53.5K2026-11-02
Savant Capital, LLC
DECREASED4,1675,590-1,423-25%$294.8K$201.2K-$93.7K2026-11-06
GGM Financial LLC
INCREASED4,0752,002+2,073+104%$105.6K$196.7K+$91.2K2026-11-05
Smithfield Trust Co
UNCHANGED3,6823,68200%$195.0K$177.0K-$18.0K2026-11-09
Blair William & Co
UNCHANGED2,7532,75300%$145.2K$132.9K-$12.3K2026-11-10
Cherry Tree Wealth Management, LLC
UNCHANGED2,3512,35100%$124.0K$113.5K-$10.5K2026-10-15
Clearstead Advisors, LLC
INCREASED2,288386+1,902+493%$20.4K$110.5K+$90.1K2026-11-06
Milestone Investment Advisors LLC
UNCHANGED2,1702,17000%$114.5K$104.8K-$9.7K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED1,4851,48500%$78.3K$71.7K-$6.6K2026-10-08
FMR LLC
DECREASED1,3311,342-11-1%$70.8K$64.3K-$6.5K2026-11-10
Meramec Financial Planners, LLC
INCREASED1,0131,010+3+0%$52.0K$49.5K-$2.6K2026-11-09
Golden State Wealth Management, LLC
INCREASED1,0091,007+2+0%$53.1K$48.8K-$4.4K2026-11-02
Highline Wealth Partners LLC
UNCHANGED81081000%$42.7K$39.1K-$3.6K2026-10-19
Compass Wealth Management LLC
NEW800—+800——$38.6K—2026-10-22
StrongBox Wealth, LLC
INCREASED625482+143+30%$25.4K$30.2K+$4.7K2026-11-02
Key FInancial Inc
UNCHANGED61061000%$32.2K$29.4K-$2.7K2026-11-02
Hanson & Doremus Investment Management
INCREASED462458+4+1%$24.0K$22-$24.0K2026-10-16
Godfrey Financial Associates, Inc.
UNCHANGED34234200%$18.0K$16.5K-$1.5K2026-11-10
Triumph Capital Management
UNCHANGED12312300%$6.5K$5.9K-$5502026-10-14
Covestor Ltd
DECREASED8188-7-8%$5$4-$12026-10-30
Spire Wealth Management
UNCHANGED393900%$2.1K$1.9K-$1742026-10-30
Hurley Capital, LLC
NEW33—+33——$1.6K—2026-11-05
Assetmark, Inc
UNCHANGED8800%$422$386-$362026-10-21
DeDora Capital, Inc.
CLOSED09,857-9,857-100%$519.9K$0-$519.9K2026-10-26
Commonwealth Equity Services, LLC
CLOSED05,392-5,392-100%$284.4K$0-$284.4K2026-11-02
Tribridge Partners Financial LLC
CLOSED04,352-4,352-100%$224.3K$0-$224.3K2026-11-09
MCF Advisors LLC
CLOSED02,280-2,280-100%$120.3K$0-$120.3K2026-10-28
GHP Investment Advisors, Inc.
CLOSED0553-553-100%$29.2K$0-$29.2K2026-10-15
Bank of America Corp
N/A—129,428-129,428-100%$6.8M———
Focus Partners Wealth
N/A—77,488-77,488-100%$4.1M———
Franklin Resources Inc
N/A—55,782-55,782-100%$2.9M———
Brown Advisory Inc
N/A—42,464-42,464-100%$2.2M———
Flow Traders U.S. LLC
N/A—25,729-25,729-100%$1.4M———
Susquehanna International Group, LLP
N/A—17,940-17,940-100%$946.3K———
SageView Advisory Group, LLC
N/A—17,560-17,560-100%$926.2K———
Advisory Services Network, LLC
N/A—16,169-16,169-100%$852.9K———
Quantinno Capital Management LP
N/A—15,832-15,832-100%$835.1K———
MainStreet Investment Advisors LLC
N/A—14,694-14,694-100%$775.1K———
Beta Wealth Group, Inc.
N/A—14,309-14,309-100%$754.7K———
EP Wealth Advisors, LLC
N/A—13,437-13,437-100%$708.7K———
Raymond James Financial Inc
N/A—12,750-12,750-100%$672.5K———
Headinvest, LLC
N/A—12,505-12,505-100%$659.6K———
Jane Street Group, LLC
N/A—11,444-11,444-100%$603.6K———
Goldman Sachs Group Inc
N/A—11,380-11,380-100%$600.2K———
Cetera Investment Advisers
N/A—10,466-10,466-100%$552.0K———
MAI Capital Management
N/A—9,875-9,875-100%$520.9K———
Ellenbecker Investment Group
N/A—9,484-9,484-100%$500.2K———
Private Advisor Group, LLC
N/A—8,347-8,347-100%$440.3K———
Osaic Holdings, Inc.
N/A—8,152-8,152-100%$430.0K———
Balanced Rock Investment Advisors LLC
N/A—8,019-8,019-100%$423.0K———
NorthRock Partners, LLC
N/A—7,613-7,613-100%$401.6K———
Envestnet Asset Management Inc
N/A—7,495-7,495-100%$395.3K———
Bartlett & Co. Wealth Management LLC
N/A—6,835-6,835-100%$360.5K———
MML Investors Services, LLC
N/A—6,818-6,818-100%$359.6K———
PFG Investments, LLC
N/A—6,451-6,451-100%$340.3K———
Stratos Wealth Partners, Ltd.
N/A—3,942-3,942-100%$207.9K———
Rockefeller Capital Management L.P.
N/A—3,827-3,827-100%$201.9K———
Steward Partners Investment Advisory, LLC
N/A—3,000-3,000-100%$158.2K———
Global Retirement Partners, LLC
N/A—1,956-1,956-100%$103.2K———
Rogco, LP
N/A—1,338-1,338-100%$70.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—919-919-100%$48.5K———
Oakmont Advisory Group, LLC
N/A—882-882-100%$46.5K———
Medallion Wealth Advisors, LLC
N/A—714-714-100%$42.4K———
GW&K Investment Management, LLC
N/A—631-631-100%$33.0K———
Dunhill Financial, LLC
N/A—413-413-100%$21.8K———
Arax Advisory Partners
N/A—407-407-100%$21.5K———
1 North Wealth Services LLC
N/A—190-190-100%$10.0K———
Smartleaf Asset Management LLC
N/A—146-146-100%$7.6K———
Whittier Trust Co
N/A—144-144-100%$7.5K———
Royal Bank of Canada
N/A—86-86-100%$5.0K———
NewEdge Advisors, LLC
N/A—73-73-100%$3.9K———
Millstone Evans Group, LLC
N/A—49-49-100%$2.6K———
UBS Group AG
N/A—2-2-100%$105———
Morgan Stanley
N/A—1-1-100%$103———
Showing 107 of 107 institutions