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Ishare ESG SS S&P Midcap ETF (XJH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares444,598 from 405,292
Change+39,306 (+10%)
Value$21.7M (+$551.5K)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares220,000 from 222,809
Change-2,809 (-1%)
Value$10.7M (-$887.9K)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares146,276 from 138,637
Change+7,639 (+6%)
Value$7.1M (-$94.6K)
Filed 2026-11-04
Harbour Investments, Inc.
INCREASED
Shares142,504 from 136,740
Change+5,764 (+4%)
Value$7.0M (-$179.6K)
Filed 2026-11-09
Thrivent Financial for Lutherans
NEW
Shares86,583
Change+86,583
Value$4.2M
Filed 2026-11-05
Jnba Financial Advisors
INCREASED
Shares84,855 from 82,878
Change+1,977 (+2%)
Value$4.1M (-$182.9K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares63,532 from 60,395
Change+3,137 (+5%)
Value$3.1M (+$38.8K)
Filed 2026-10-13
Francis Financial, Inc.
INCREASED
Shares59,987 from 52,629
Change+7,358 (+14%)
Value$2.9M (+$181.6K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares52,336 from 41,331
Change+11,005 (+27%)
Value$2.6M (+$397.6K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares40,059 from 41,291
Change-1,232 (-3%)
Value$2.0M (-$199.2K)
Filed 2026-11-02
Gould Asset Management LLC
INCREASED
Shares39,600 from 35,965
Change+3,635 (+10%)
Value$1.9M (+$56.1K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares37,791 from 32,636
Change+5,155 (+16%)
Value$1.8M (+$141.5K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares35,845 from 36,048
Change-203 (-1%)
Value$1.7M (-$131.4K)
Filed 2026-10-16
Sage Financial Group Inc
INCREASED
Shares34,308 from 33,606
Change+702 (+2%)
Value$1.7M (-$79.0K)
Filed 2026-10-27
Trilogy Capital Inc.
INCREASED
Shares31,707 from 30,195
Change+1,512 (+5%)
Value$1.5M (-$28.0K)
Filed 2026-10-20
RTD Financial Advisors, Inc.
DECREASED
Shares31,501 from 32,103
Change-602 (-2%)
Value$1.5M (-$137.6K)
Filed 2026-10-09
Biltmore Family Office, LLC
UNCHANGED
Shares31,248 from 31,248
Change0 (0%)
Value$1.5M (-$105.3K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares30,460 from 30,317
Change+143 (+0%)
Value$1.5M (-$95.0K)
Filed 2026-11-02
Affiance Financial, LLC
INCREASED
Shares24,692 from 23,840
Change+852 (+4%)
Value$1.2M (-$38.8K)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares24,322 from 24,036
Change+286 (+1%)
Value$1.2M (-$67.1K)
Filed 2026-10-28
Eley Financial Management, Inc
DECREASED
Shares23,998 from 24,321
Change-323 (-1%)
Value$1.2M (-$97.7K)
Filed 2026-11-03
Coldstream Capital Management Inc
DECREASED
Shares22,147 from 23,225
Change-1,078 (-5%)
Value$1.1M (-$130.9K)
Filed 2026-11-09
Values Added Financial LLC
INCREASED
Shares21,792 from 20,190
Change+1,602 (+8%)
Value$1.1M (+$10.1K)
Filed 2026-10-28
Shira Ridge Wealth Management
DECREASED
Shares21,095 from 22,896
Change-1,801 (-8%)
Value$1.0M (-$165.0K)
Filed 2026-10-09
Birchbrook, Inc.
INCREASED
Shares20,742 from 20,730
Change+12 (+0%)
Value$1.0M (-$69.3K)
Filed 2026-10-14
Eastern Bank
DECREASED
Shares20,685 from 24,110
Change-3,425 (-14%)
Value$1.0M (-$248.3K)
Filed 2026-10-05
HighTower Advisors, LLC
DECREASED
Shares20,338 from 28,306
Change-7,968 (-28%)
Value$992.1K (-$484.1K)
Filed 2026-11-10
Caliber Wealth Management, LLC / KS
DECREASED
Shares20,322 from 20,394
Change-72 (0%)
Value$991.3K (-$72.2K)
Filed 2026-11-04
Wealth Advisory Team LLC
DECREASED
Shares19,707 from 20,016
Change-309 (-2%)
Value$961.3K (-$82.5K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares19,465 from 20,270
Change-805 (-4%)
Value$949.5K (-$107.6K)
Filed 2026-10-05
Truist Financial Corp
DECREASED
Shares18,788 from 19,490
Change-702 (-4%)
Value$916.5K (-$99.9K)
Filed 2026-10-30
Topel & Distasi Wealth Management, LLC
INCREASED
Shares17,238 from 16,903
Change+335 (+2%)
Value$840.9K (-$40.6K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares17,082 from 17,561
Change-479 (-3%)
Value$833.3K (-$82.5K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares16,345 from 17,377
Change-1,032 (-6%)
Value$797.3K (-$108.9K)
Filed 2026-10-08
Atlantic Private Wealth, LLC
INCREASED
Shares15,827 from 15,826
Change+1 (+0%)
Value$772.0K (-$53.3K)
Filed 2026-11-09
RVW Wealth, LLC
UNCHANGED
Shares13,663 from 13,663
Change0 (0%)
Value$666.5K (-$46.0K)
Filed 2026-10-06
Stordahl Capital Management, Inc.
UNCHANGED
Shares13,152 from 13,152
Change0 (0%)
Value$641.6K (-$44.3K)
Filed 2026-10-22
BLB&B Advisors, LLC
INCREASED
Shares12,562 from 12,382
Change+180 (+1%)
Value$612.8K (-$32.9K)
Filed 2026-10-27
Tarbox Family Office, Inc.
UNCHANGED
Shares11,593 from 11,593
Change0 (0%)
Value$565.5K (-$39.1K)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares11,317 from 11,290
Change+27 (+0%)
Value$552.0K (-$36.7K)
Filed 2026-10-21
Davenport & Co LLC
DECREASED
Shares11,099 from 11,163
Change-64 (-1%)
Value$541.4K (-$40.7K)
Filed 2026-10-14
Pathway Financial Advisors LLC
UNCHANGED
Shares10,778 from 10,778
Change0 (0%)
Value$525.8K (-$29.5K)
Filed 2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED
Shares10,425 from 10,526
Change-101 (-1%)
Value$508.5K (-$40.4K)
Filed 2026-10-16
Nadler Financial Group, Inc.
INCREASED
Shares9,690 from 9,390
Change+300 (+3%)
Value$472.7K (-$17.0K)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares9,564 from 7,292
Change+2,272 (+31%)
Value$466.5K (+$86.3K)
Filed 2026-11-03
Armbruster Capital Management, Inc.
UNCHANGED
Shares9,425 from 9,425
Change0 (0%)
Value$459.8K (-$31.8K)
Filed 2026-10-19
Hunter Associates Investment Management LLC
UNCHANGED
Shares9,200 from 9,200
Change0 (0%)
Value$449.0K (-$31.0K)
Filed 2026-10-26
Weil Company, Inc.
DECREASED
Shares9,081 from 9,987
Change-906 (-9%)
Value$443.0K (-$77.8K)
Filed 2026-10-14
Weinberger Asset Management, Inc
INCREASED
Shares8,881 from 8,357
Change+524 (+6%)
Value$433.2K (+$6.6K)
Filed 2026-10-28
WestHill Financial Advisors, Inc.
NEW
Shares8,844
Change+8,844
Value$431.4K
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares8,718 from 8,648
Change+70 (+1%)
Value$424.9K (-$16.2K)
Filed 2026-10-27
Lodestar Private Asset Management LLC
INCREASED
Shares8,670 from 6,221
Change+2,449 (+39%)
Value$422.9K (+$98.5K)
Filed 2026-10-26
TPG Financial Advisors, LLC
INCREASED
Shares7,791 from 5,088
Change+2,703 (+53%)
Value$380.0K (+$114.7K)
Filed 2026-11-09
HighPoint Advisor Group LLC
DECREASED
Shares7,780 from 7,797
Change-17 (0%)
Value$379.5K (-$27.1K)
Filed 2026-11-09
Westview Management dba Westview Investment Advisors
INCREASED
Shares7,735 from 7,694
Change+41 (+1%)
Value$377.3K (-$23.9K)
Filed 2026-11-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares6,815 from 6,915
Change-100 (-1%)
Value$332.4K (-$28.2K)
Filed 2026-10-21
Cape ANN Savings Bank
UNCHANGED
Shares6,689 from 6,689
Change0 (0%)
Value$326.3K (-$22.5K)
Filed 2026-11-09
Fortress Financial Solutions, LLC
NEW
Shares6,574
Change+6,574
Value$320.7K
Filed 2026-10-14
Natural Investments, LLC
NEW
Shares6,547
Change+6,547
Value$319.4K
Filed 2026-11-06
Joel Adams & Associates, Inc.
INCREASED
Shares6,506 from 6,342
Change+164 (+3%)
Value$317.4K (-$13.3K)
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares5,823 from 5,449
Change+374 (+7%)
Value$284.0K (-$140)
Filed 2026-10-28
Capital Advantage, Inc.
INCREASED
Shares5,610 from 5,546
Change+64 (+1%)
Value$273.6K (-$15.6K)
Filed 2026-10-14
Heritage Family Offices, LLP
UNCHANGED
Shares5,532 from 5,532
Change0 (0%)
Value$269.9K (-$18.6K)
Filed 2026-11-02
Fortis Capital Advisors, LLC
UNCHANGED
Shares5,498 from 5,498
Change0 (0%)
Value$268.2K (-$18.5K)
Filed 2026-11-09
Mccarter Private Wealth Services LLC
UNCHANGED
Shares5,498 from 5,498
Change0 (0%)
Value$268.2K (-$18.5K)
Filed 2026-10-22
Belpointe Asset Management LLC
UNCHANGED
Shares5,498 from 5,498
Change0 (0%)
Value$268.2K (-$18.5K)
Filed 2026-11-09
Horizon Wealth Management, LLC
INCREASED
Shares5,483 from 5,473
Change+10 (+0%)
Value$267.5K (-$17.9K)
Filed 2026-11-02
Freedom Financial Partners LLC
INCREASED
Shares5,478 from 4,934
Change+544 (+11%)
Value$267.2K (+$9.9K)
Filed 2026-10-19
Optas, LLC
DECREASED
Shares5,375 from 5,418
Change-43 (-1%)
Value$262.2K (-$20.4K)
Filed 2026-11-09
Financial Council, LLC
INCREASED
Shares5,174 from 5,171
Change+3 (+0%)
Value$252.4K (-$17.3K)
Filed 2026-11-02
Sound Stewardship, LLC
INCREASED
Shares5,155 from 5,146
Change+9 (+0%)
Value$251.5K (-$16.9K)
Filed 2026-10-14
Rede Wealth, LLC
UNCHANGED
Shares4,864 from 4,864
Change0 (0%)
Value$237.3K (-$16.4K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares4,813 from 3,934
Change+879 (+22%)
Value$234.8K (+$29.6K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
NEW
Shares4,759
Change+4,759
Value$232.1K
Filed 2026-10-16
Burns J W & Co Inc
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$212.2K (-$14.7K)
Filed 2026-10-20
Whitegate Investment Counselors, Inc.
INCREASED
Shares4,212 from 4,200
Change+12 (+0%)
Value$205.5K (-$13.6K)
Filed 2026-11-02
ETF Portfolio Partners, Inc.
INCREASED
Shares4,199 from 4,197
Change+2 (+0%)
Value$204.8K (-$14.0K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
NEW
Shares4,189
Change+4,189
Value$204.3K
Filed 2026-10-13
Laurel Wealth Planning LLC
UNCHANGED
Shares4,174 from 4,174
Change0 (0%)
Value$203.6K (-$14.1K)
Filed 2026-11-02
Elevatus Welath Management
NEW
Shares4,111
Change+4,111
Value$200.5K
Filed 2026-10-19
Impact Investors, Inc
DECREASED
Shares4,103 from 5,929
Change-1,826 (-31%)
Value$200.1K (-$109.1K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares3,262 from 3,245
Change+17 (+1%)
Value$159.1K (-$10.1K)
Filed 2026-11-05
Mascoma Wealth Management LLC
INCREASED
Shares3,208 from 3,206
Change+2 (+0%)
Value$156.5K (-$10.7K)
Filed 2026-10-23
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$146.3K (-$10.1K)
Filed 2026-10-13
Arcadia Investment Advisors LLC
UNCHANGED
Shares2,848 from 2,848
Change0 (0%)
Value$138.9K (-$9.6K)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares2,596
Change+2,596
Value$126.6K
Filed 2026-10-27
Birchwood Financial Partners, Inc.
INCREASED
Shares2,247 from 584
Change+1,663 (+285%)
Value$109.6K (+$79.2K)
Filed 2026-11-02
Blueline Advisors LLC
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$103.7K (-$7.2K)
Filed 2026-10-15
Hanson & Doremus Investment Management
INCREASED
Shares1,874 from 1,854
Change+20 (+1%)
Value$91.0K (-$6.0K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares1,854 from 1,810
Change+44 (+2%)
Value$90.4K (-$4.0K)
Filed 2026-10-09
IFG Advisory, LLC
NEW
Shares1,584
Change+1,584
Value$77.3K
Filed 2026-11-09
Armor Investment Advisors, LLC
DECREASED
Shares1,481 from 2,103
Change-622 (-30%)
Value$72.2K (-$37.4K)
Filed 2026-10-27
Smithfield Trust Co
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$59.0K (-$4.0K)
Filed 2026-11-09
Nemes Rush Group LLC
INCREASED
Shares1,190 from 1,189
Change+1 (+0%)
Value$58.0K (-$3.9K)
Filed 2026-11-04
Caldwell Sutter Capital, Inc.
INCREASED
Shares1,034 from 991
Change+43 (+4%)
Value$50.4K (-$1.2K)
Filed 2026-11-09
GGM Financial LLC
INCREASED
Shares983 from 981
Change+2 (+0%)
Value$48.0K (-$3.2K)
Filed 2026-11-05
Valley National Advisers Inc
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$47.4K (-$3.3K)
Filed 2026-10-23
First United Bank & Trust
DECREASED
Shares935 from 2,965
Change-2,030 (-68%)
Value$45.6K (-$109.0K)
Filed 2026-10-22
StrongBox Wealth, LLC
DECREASED
Shares868 from 889
Change-21 (-2%)
Value$42.3K (-$4.0K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$42.3K (-$2.9K)
Filed 2026-11-05
Harbor Asset Planning, Inc.
INCREASED
Shares835 from 833
Change+2 (+0%)
Value$40.7K (-$2.7K)
Filed 2026-10-23
Addison Advisors LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$34.1K (-$2.4K)
Filed 2026-11-06
Sherman Asset Management, Inc.
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$33.2K (-$2.3K)
Filed 2026-11-05
Meramec Financial Planners, LLC
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$26.7K (-$1.5K)
Filed 2026-11-09
Provenance Wealth Advisors, LLC
NEW
Shares523
Change+523
Value$25.5K
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$16.1K (-$1.1K)
Filed 2026-11-02
Godfrey Financial Associates, Inc.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$10.5K (-$725)
Filed 2026-11-10
Redwood Park Advisors LLC
INCREASED
Shares213 from 212
Change+1 (+0%)
Value$10.4K (-$686)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$10.2K (-$704)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
NEW
Shares202
Change+202
Value$9.9K
Filed 2026-10-07
Deutsche Bank Ag\
DECREASED
Shares200 from 325
Change-125 (-38%)
Value$9.8K (-$7.2K)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$6.5K ($0)
Filed 2026-11-06
Milestone Investment Advisors LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$5.9K (-$404)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$5.9K (-$404)
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$4.1K (-$283)
Filed 2026-10-30
Community Bank, N.A.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.8K (-$196)
Filed 2026-11-06
Avion Wealth
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.5K (-$102)
Filed 2026-10-21
Tribridge Partners Financial LLC
CLOSED
Shares0 from 7,449
Change-7,449 (-100%)
Value$0 (-$384.0K)
Filed 2026-11-09
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 5,532
Change-5,532 (-100%)
Value$0 (-$288.5K)
Filed 2026-10-27
Sigma Planning Corp
CLOSED
Shares0 from 5,461
Change-5,461 (-100%)
Value$0 (-$284.8K)
Filed 2026-10-23
Kestra Advisory Services, LLC
CLOSED
Shares0 from 4,664
Change-4,664 (-100%)
Value$0 (-$243.2K)
Filed 2026-11-02
DeDora Capital, Inc.
CLOSED
Shares0 from 4,406
Change-4,406 (-100%)
Value$0 (-$229.8K)
Filed 2026-10-26
Dorval Corp
CLOSED
Shares0 from 4,098
Change-4,098 (-100%)
Value$0 (-$213.7K)
Filed 2026-10-29
Amara Financial, Llc.
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$203.4K)
Filed 2026-11-09
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 686
Change-686 (-100%)
Value$0 (-$35.8K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 579,546
Change-579,546 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 477,855
Change-477,855 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 382,793
Change-382,793 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 248,821
Change-248,821 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 221,075
Change-221,075 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 165,083
Change-165,083 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 140,062
Change-140,062 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 119,351
Change-119,351 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 95,824
Change-95,824 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 95,161
Change-95,161 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 76,192
Change-76,192 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 68,684
Change-68,684 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 63,182
Change-63,182 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 62,396
Change-62,396 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 56,057
Change-56,057 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 55,574
Change-55,574 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 51,016
Change-51,016 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 47,253
Change-47,253 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 41,740
Change-41,740 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 41,096
Change-41,096 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 34,939
Change-34,939 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 29,570
Change-29,570 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 25,861
Change-25,861 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 24,054
Change-24,054 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 21,876
Change-21,876 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 21,640
Change-21,640 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,328
Change-21,328 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,672
Change-20,672 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 20,435
Change-20,435 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 20,309
Change-20,309 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 19,111
Change-19,111 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,665
Change-15,665 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,635
Change-15,635 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,864
Change-13,864 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 13,768
Change-13,768 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 13,535
Change-13,535 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,301
Change-12,301 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,021
Change-12,021 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 10,837
Change-10,837 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 8,978
Change-8,978 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,542
Change-8,542 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,219
Change-8,219 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,719
Change-7,719 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 5,389
Change-5,389 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Rogco, LP
N/A
Shares— from 4,706
Change-4,706 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
FMR LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 964
Change-964 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 915
Change-915 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 710
Change-710 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 288
Change-288 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
LPL Financial LLC
INCREASED444,598405,292+39,306+10%$21.1M$21.7M+$551.5K2026-11-06
Bailard, Inc.
DECREASED220,000222,809-2,809-1%$11.6M$10.7M-$887.9K2026-10-13
Keybank National Association
INCREASED146,276138,637+7,639+6%$7.2M$7.1M-$94.6K2026-11-04
Harbour Investments, Inc.
INCREASED142,504136,740+5,764+4%$7.1M$7.0M-$179.6K2026-11-09
Thrivent Financial for Lutherans
NEW86,583—+86,583——$4.2M—2026-11-05
Jnba Financial Advisors
INCREASED84,85582,878+1,977+2%$4.3M$4.1M-$182.9K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED63,53260,395+3,137+5%$3.1M$3.1M+$38.8K2026-10-13
Francis Financial, Inc.
INCREASED59,98752,629+7,358+14%$2.7M$2.9M+$181.6K2026-11-09
Commonwealth Equity Services, LLC
INCREASED52,33641,331+11,005+27%$2.2M$2.6M+$397.6K2026-11-02
Creative Planning
DECREASED40,05941,291-1,232-3%$2.2M$2.0M-$199.2K2026-11-02
Gould Asset Management LLC
INCREASED39,60035,965+3,635+10%$1.9M$1.9M+$56.1K2026-11-06
Bank of New York Mellon Corp
INCREASED37,79132,636+5,155+16%$1.7M$1.8M+$141.5K2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED35,84536,048-203-1%$1.9M$1.7M-$131.4K2026-10-16
Sage Financial Group Inc
INCREASED34,30833,606+702+2%$1.8M$1.7M-$79.0K2026-10-27
Trilogy Capital Inc.
INCREASED31,70730,195+1,512+5%$1.6M$1.5M-$28.0K2026-10-20
RTD Financial Advisors, Inc.
DECREASED31,50132,103-602-2%$1.7M$1.5M-$137.6K2026-10-09
Biltmore Family Office, LLC
UNCHANGED31,24831,24800%$1.6M$1.5M-$105.3K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED30,46030,317+143+0%$1.6M$1.5M-$95.0K2026-11-02
Affiance Financial, LLC
INCREASED24,69223,840+852+4%$1.2M$1.2M-$38.8K2026-10-15
D.A. Davidson & Co.
INCREASED24,32224,036+286+1%$1.3M$1.2M-$67.1K2026-10-28
Eley Financial Management, Inc
DECREASED23,99824,321-323-1%$1.3M$1.2M-$97.7K2026-11-03
Coldstream Capital Management Inc
DECREASED22,14723,225-1,078-5%$1.2M$1.1M-$130.9K2026-11-09
Values Added Financial LLC
INCREASED21,79220,190+1,602+8%$1.1M$1.1M+$10.1K2026-10-28
Shira Ridge Wealth Management
DECREASED21,09522,896-1,801-8%$1.2M$1.0M-$165.0K2026-10-09
Birchbrook, Inc.
INCREASED20,74220,730+12+0%$1.1M$1.0M-$69.3K2026-10-14
Eastern Bank
DECREASED20,68524,110-3,425-14%$1.3M$1.0M-$248.3K2026-10-05
HighTower Advisors, LLC
DECREASED20,33828,306-7,968-28%$1.5M$992.1K-$484.1K2026-11-10
Caliber Wealth Management, LLC / KS
DECREASED20,32220,394-720%$1.1M$991.3K-$72.2K2026-11-04
Wealth Advisory Team LLC
DECREASED19,70720,016-309-2%$1.0M$961.3K-$82.5K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED19,46520,270-805-4%$1.1M$949.5K-$107.6K2026-10-05
Truist Financial Corp
DECREASED18,78819,490-702-4%$1.0M$916.5K-$99.9K2026-10-30
Topel & Distasi Wealth Management, LLC
INCREASED17,23816,903+335+2%$881.5K$840.9K-$40.6K2026-11-05
MGO One Seven LLC
DECREASED17,08217,561-479-3%$915.8K$833.3K-$82.5K2026-10-28
Farther Finance Advisors, LLC
DECREASED16,34517,377-1,032-6%$906.2K$797.3K-$108.9K2026-10-08
Atlantic Private Wealth, LLC
INCREASED15,82715,826+1+0%$825.3K$772.0K-$53.3K2026-11-09
RVW Wealth, LLC
UNCHANGED13,66313,66300%$712.5K$666.5K-$46.0K2026-10-06
Stordahl Capital Management, Inc.
UNCHANGED13,15213,15200%$685.9K$641.6K-$44.3K2026-10-22
BLB&B Advisors, LLC
INCREASED12,56212,382+180+1%$645.7K$612.8K-$32.9K2026-10-27
Tarbox Family Office, Inc.
UNCHANGED11,59311,59300%$604.6K$565.5K-$39.1K2026-10-23
Magnus Financial Group LLC
INCREASED11,31711,290+27+0%$588.8K$552.0K-$36.7K2026-10-21
Davenport & Co LLC
DECREASED11,09911,163-64-1%$582.2K$541.4K-$40.7K2026-10-14
Pathway Financial Advisors LLC
UNCHANGED10,77810,77800%$555.3K$525.8K-$29.5K2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED10,42510,526-101-1%$548.9K$508.5K-$40.4K2026-10-16
Nadler Financial Group, Inc.
INCREASED9,6909,390+300+3%$489.7K$472.7K-$17.0K2026-10-23
Asset Dedication, LLC
INCREASED9,5647,292+2,272+31%$380.3K$466.5K+$86.3K2026-11-03
Armbruster Capital Management, Inc.
UNCHANGED9,4259,42500%$491.5K$459.8K-$31.8K2026-10-19
Hunter Associates Investment Management LLC
UNCHANGED9,2009,20000%$480.0K$449.0K-$31.0K2026-10-26
Weil Company, Inc.
DECREASED9,0819,987-906-9%$520.8K$443.0K-$77.8K2026-10-14
Weinberger Asset Management, Inc
INCREASED8,8818,357+524+6%$426.6K$433.2K+$6.6K2026-10-28
WestHill Financial Advisors, Inc.
NEW8,844—+8,844——$431.4K—2026-10-14
Chicago Partners Investment Group LLC
INCREASED8,7188,648+70+1%$441.0K$424.9K-$16.2K2026-10-27
Lodestar Private Asset Management LLC
INCREASED8,6706,221+2,449+39%$324.4K$422.9K+$98.5K2026-10-26
TPG Financial Advisors, LLC
INCREASED7,7915,088+2,703+53%$265.3K$380.0K+$114.7K2026-11-09
HighPoint Advisor Group LLC
DECREASED7,7807,797-170%$406.6K$379.5K-$27.1K2026-11-09
Westview Management dba Westview Investment Advisors
INCREASED7,7357,694+41+1%$401.2K$377.3K-$23.9K2026-11-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED6,8156,915-100-1%$360.6K$332.4K-$28.2K2026-10-21
Cape ANN Savings Bank
UNCHANGED6,6896,68900%$348.8K$326.3K-$22.5K2026-11-09
Fortress Financial Solutions, LLC
NEW6,574—+6,574——$320.7K—2026-10-14
Natural Investments, LLC
NEW6,547—+6,547——$319.4K—2026-11-06
Joel Adams & Associates, Inc.
INCREASED6,5066,342+164+3%$330.7K$317.4K-$13.3K2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED5,8235,449+374+7%$284.2K$284.0K-$1402026-10-28
Capital Advantage, Inc.
INCREASED5,6105,546+64+1%$289.2K$273.6K-$15.6K2026-10-14
Heritage Family Offices, LLP
UNCHANGED5,5325,53200%$288.5K$269.9K-$18.6K2026-11-02
Fortis Capital Advisors, LLC
UNCHANGED5,4985,49800%$286.7K$268.2K-$18.5K2026-11-09
Mccarter Private Wealth Services LLC
UNCHANGED5,4985,49800%$286.7K$268.2K-$18.5K2026-10-22
Belpointe Asset Management LLC
UNCHANGED5,4985,49800%$286.7K$268.2K-$18.5K2026-11-09
Horizon Wealth Management, LLC
INCREASED5,4835,473+10+0%$285.4K$267.5K-$17.9K2026-11-02
Freedom Financial Partners LLC
INCREASED5,4784,934+544+11%$257.3K$267.2K+$9.9K2026-10-19
Optas, LLC
DECREASED5,3755,418-43-1%$282.6K$262.2K-$20.4K2026-11-09
Financial Council, LLC
INCREASED5,1745,171+3+0%$269.6K$252.4K-$17.3K2026-11-02
Sound Stewardship, LLC
INCREASED5,1555,146+9+0%$268.4K$251.5K-$16.9K2026-10-14
Rede Wealth, LLC
UNCHANGED4,8644,86400%$253.7K$237.3K-$16.4K2026-10-22
Rossby Financial, LCC
INCREASED4,8133,934+879+22%$205.2K$234.8K+$29.6K2026-11-05
Concurrent Investment Advisors, LLC
NEW4,759—+4,759——$232.1K—2026-10-16
Burns J W & Co Inc
UNCHANGED4,3504,35000%$226.9K$212.2K-$14.7K2026-10-20
Whitegate Investment Counselors, Inc.
INCREASED4,2124,200+12+0%$219.1K$205.5K-$13.6K2026-11-02
ETF Portfolio Partners, Inc.
INCREASED4,1994,197+2+0%$218.9K$204.8K-$14.0K2026-10-22
SAX Wealth Advisors, LLC
NEW4,189—+4,189——$204.3K—2026-10-13
Laurel Wealth Planning LLC
UNCHANGED4,1744,17400%$217.7K$203.6K-$14.1K2026-11-02
Elevatus Welath Management
NEW4,111—+4,111——$200.5K—2026-10-19
Impact Investors, Inc
DECREASED4,1035,929-1,826-31%$309.2K$200.1K-$109.1K2026-11-02
Larson Financial Group LLC
INCREASED3,2623,245+17+1%$169.2K$159.1K-$10.1K2026-11-05
Mascoma Wealth Management LLC
INCREASED3,2083,206+2+0%$167.2K$156.5K-$10.7K2026-10-23
Mogy Joel R Investment Counsel Inc
UNCHANGED3,0003,00000%$156.5K$146.3K-$10.1K2026-10-13
Arcadia Investment Advisors LLC
UNCHANGED2,8482,84800%$148.5K$138.9K-$9.6K2026-10-13
Balance Wealth Partners LLC
NEW2,596—+2,596——$126.6K—2026-10-27
Birchwood Financial Partners, Inc.
INCREASED2,247584+1,663+285%$30.4K$109.6K+$79.2K2026-11-02
Blueline Advisors LLC
UNCHANGED2,1262,12600%$110.9K$103.7K-$7.2K2026-10-15
Hanson & Doremus Investment Management
INCREASED1,8741,854+20+1%$97.0K$91.0K-$6.0K2026-10-16
Armstrong Advisory Group, Inc
INCREASED1,8541,810+44+2%$94.4K$90.4K-$4.0K2026-10-09
IFG Advisory, LLC
NEW1,584—+1,584——$77.3K—2026-11-09
Armor Investment Advisors, LLC
DECREASED1,4812,103-622-30%$109.7K$72.2K-$37.4K2026-10-27
Smithfield Trust Co
UNCHANGED1,2161,21600%$63.0K$59.0K-$4.0K2026-11-09
Nemes Rush Group LLC
INCREASED1,1901,189+1+0%$62.0K$58.0K-$3.9K2026-11-04
Caldwell Sutter Capital, Inc.
INCREASED1,034991+43+4%$51.7K$50.4K-$1.2K2026-11-09
GGM Financial LLC
INCREASED983981+2+0%$51.2K$48.0K-$3.2K2026-11-05
Valley National Advisers Inc
UNCHANGED97197100%$50.6K$47.4K-$3.3K2026-10-23
First United Bank & Trust
DECREASED9352,965-2,030-68%$154.6K$45.6K-$109.0K2026-10-22
StrongBox Wealth, LLC
DECREASED868889-21-2%$46.4K$42.3K-$4.0K2026-11-02
US Bancorp \de\
UNCHANGED86786700%$45.2K$42.3K-$2.9K2026-11-05
Harbor Asset Planning, Inc.
INCREASED835833+2+0%$43.4K$40.7K-$2.7K2026-10-23
Addison Advisors LLC
UNCHANGED70070000%$36.5K$34.1K-$2.4K2026-11-06
Sherman Asset Management, Inc.
UNCHANGED68068000%$35.5K$33.2K-$2.3K2026-11-05
Meramec Financial Planners, LLC
UNCHANGED54854800%$28.3K$26.7K-$1.5K2026-11-09
Provenance Wealth Advisors, LLC
NEW523—+523——$25.5K—2026-10-30
Key FInancial Inc
UNCHANGED33033000%$17.2K$16.1K-$1.1K2026-11-02
Godfrey Financial Associates, Inc.
UNCHANGED21621600%$11.3K$10.5K-$7252026-11-10
Redwood Park Advisors LLC
INCREASED213212+1+0%$11.1K$10.4K-$6862026-11-02
IFP Advisors, Inc
UNCHANGED20920900%$10.9K$10.2K-$7042026-10-16
Wealth Enhancement Trust Services, Inc.
NEW202—+202——$9.9K—2026-10-07
Deutsche Bank Ag\
DECREASED200325-125-38%$16.9K$9.8K-$7.2K2026-11-06
Allworth Financial LP
UNCHANGED12412400%$6.5K$6.5K$02026-11-06
Milestone Investment Advisors LLC
UNCHANGED12012000%$6.3K$5.9K-$4042026-11-05
Triumph Capital Management
UNCHANGED12012000%$6.3K$5.9K-$4042026-10-14
Spire Wealth Management
UNCHANGED848400%$4.4K$4.1K-$2832026-10-30
Community Bank, N.A.
UNCHANGED585800%$3.0K$2.8K-$1962026-11-06
Avion Wealth
UNCHANGED363600%$1$1$02026-11-04
Assetmark, Inc
UNCHANGED303000%$1.6K$1.5K-$1022026-10-21
Tribridge Partners Financial LLC
CLOSED07,449-7,449-100%$384.0K$0-$384.0K2026-11-09
Pacific Excel Wealth Advisors, Inc.
CLOSED05,532-5,532-100%$288.5K$0-$288.5K2026-10-27
Sigma Planning Corp
CLOSED05,461-5,461-100%$284.8K$0-$284.8K2026-10-23
Kestra Advisory Services, LLC
CLOSED04,664-4,664-100%$243.2K$0-$243.2K2026-11-02
DeDora Capital, Inc.
CLOSED04,406-4,406-100%$229.8K$0-$229.8K2026-10-26
Dorval Corp
CLOSED04,098-4,098-100%$213.7K$0-$213.7K2026-10-29
Amara Financial, Llc.
CLOSED03,900-3,900-100%$203.4K$0-$203.4K2026-11-09
GHP Investment Advisors, Inc.
CLOSED0686-686-100%$35.8K$0-$35.8K2026-10-15
Bank of America Corp
N/A—579,546-579,546-100%$30.2M———
Raymond James Financial Inc
N/A—477,855-477,855-100%$24.9M———
Mariner, LLC
N/A—382,793-382,793-100%$20.0M———
Flputnam Investment Management Co
N/A—248,821-248,821-100%$13.0M———
IMA Advisory Services, Inc.
N/A—221,075-221,075-100%$11.5M———
Composition Wealth, LLC
N/A—165,083-165,083-100%$8.6M———
Koss-Olinger Consulting, LLC
N/A—140,062-140,062-100%$7.3M———
Beacon Pointe Advisors, LLC
N/A—119,351-119,351-100%$6.2M———
Franklin Resources Inc
N/A—95,824-95,824-100%$5.0M———
CIBC Bancorp USA Inc.
N/A—95,161-95,161-100%$5.0M———
Cary Street Partners Financial LLC
N/A—76,192-76,192-100%$4.0M———
Advisory Services Network, LLC
N/A—68,684-68,684-100%$3.6M———
Northwestern Mutual Wealth Management Co
N/A—63,182-63,182-100%$3.3M———
World Investment Advisors
N/A—62,396-62,396-100%$2.8M———
Cetera Investment Advisers
N/A—56,057-56,057-100%$2.9M———
EP Wealth Advisors, LLC
N/A—55,574-55,574-100%$2.9M———
Seeds Investor LLC
N/A—51,016-51,016-100%$2.7M———
Osaic Holdings, Inc.
N/A—47,253-47,253-100%$2.5M———
Hilltop Wealth Advisors, LLC
N/A—41,740-41,740-100%$2.2M———
Sanchez Levi Garrett
N/A—41,096-41,096-100%$2.1M———
Royal Bank of Canada
N/A—34,939-34,939-100%$1.8M———
Balanced Rock Investment Advisors LLC
N/A—29,570-29,570-100%$1.5M———
SageView Advisory Group, LLC
N/A—25,861-25,861-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—24,054-24,054-100%$1.3M———
Susquehanna International Group, LLP
N/A—24,000-24,000-100%$1.3M———
Aptus Capital Advisors, LLC
N/A—21,876-21,876-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—21,640-21,640-100%$1.1M———
Envestnet Asset Management Inc
N/A—21,328-21,328-100%$1.1M———
Private Advisor Group, LLC
N/A—20,672-20,672-100%$1.1M———
MainStreet Investment Advisors LLC
N/A—20,435-20,435-100%$1.1M———
Whittier Trust Co
N/A—20,309-20,309-100%$1.1M———
NorthRock Partners, LLC
N/A—19,111-19,111-100%$996.6K———
Focus Partners Wealth
N/A—15,665-15,665-100%$816.9K———
Integrated Wealth Concepts LLC
N/A—15,635-15,635-100%$815.4K———
Baird Financial Group, Inc.
N/A—13,864-13,864-100%$723.0K———
Beta Wealth Group, Inc.
N/A—13,768-13,768-100%$718.0K———
Portland Global Advisors LLC
N/A—13,535-13,535-100%$705.9K———
Stratos Wealth Partners, Ltd.
N/A—12,301-12,301-100%$641.5K———
Capital Analysts, LLC
N/A—12,021-12,021-100%$627.0K———
Bartlett & Co. Wealth Management LLC
N/A—10,837-10,837-100%$565.2K———
Ellenbecker Investment Group
N/A—9,775-9,775-100%$509.8K———
Bradley Foster & Sargent Inc
N/A—8,978-8,978-100%$468.2K———
Estate Counselors, LLC
N/A—8,825-8,825-100%$460.2K———
McNamara Financial Services, Inc.
N/A—8,628-8,628-100%$450.0K———
Cerity Partners LLC
N/A—8,542-8,542-100%$445.5K———
MML Investors Services, LLC
N/A—8,219-8,219-100%$428.6K———
Mercer Global Advisors Inc
N/A—8,177-8,177-100%$426.4K———
Citadel Advisors LLC
N/A—8,068-8,068-100%$420.7K———
PFG Investments, LLC
N/A—7,719-7,719-100%$402.5K———
MAI Capital Management
N/A—7,600-7,600-100%$396.3K———
Mutual Advisors, LLC
N/A—7,332-7,332-100%$382.4K———
Jane Street Group, LLC
N/A—6,228-6,228-100%$324.8K———
Peak Retirement Planning, Inc.
N/A—5,389-5,389-100%$281.0K———
Coastal Bridge Advisors, LLC
N/A—4,925-4,925-100%$256.8K———
Rogco, LP
N/A—4,706-4,706-100%$245.4K———
Prosperity Consulting Group, LLC
N/A—4,421-4,421-100%$230.6K———
Novare Capital Management LLC
N/A—3,931-3,931-100%$205.0K———
Hills Bank & Trust Co
N/A—3,126-3,126-100%$163.0K———
Arax Advisory Partners
N/A—2,801-2,801-100%$146.1K———
Urban Financial Advisory Corp
N/A—2,781-2,781-100%$145.0K———
Global Retirement Partners, LLC
N/A—2,463-2,463-100%$128.4K———
JPMorgan Chase & Co
N/A—2,179-2,179-100%$112.8K———
Morgan Stanley
N/A—1,619-1,619-100%$84.4K———
Medallion Wealth Advisors, LLC
N/A—1,328-1,328-100%$69.4K———
GW&K Investment Management, LLC
N/A—1,318-1,318-100%$69.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,316-1,316-100%$68.6K———
FMR LLC
N/A—999-999-100%$52.1K———
Fiduciary Financial Advisors
N/A—964-964-100%$50.3K———
FAS Wealth Partners, Inc.
N/A—915-915-100%$47.7K———
Fort Vancouver Investment Management, LLC
N/A—780-780-100%$40.7K———
Whittier Trust Co of Nevada Inc
N/A—710-710-100%$36.3K———
Oakmont Advisory Group, LLC
N/A—595-595-100%$31.0K———
BlackRock, Inc.
N/A—427-427-100%$22.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—288-288-100%$15.0K———
1 North Wealth Services LLC
N/A—245-245-100%$12.8K———
Millstone Evans Group, LLC
N/A—143-143-100%$7.5K———
Front Row Advisors LLC
N/A—100-100-100%$5.3K———
Cbiz Investment Advisory Services, LLC
N/A—25-25-100%$1.1K———
Showing 204 of 204 institutions