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Ishares Top 20 US Stocks ETF (TOPT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,693,195 from 1,208,160
Change+485,035 (+40%)
Value$59.1M (+$19.3M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares476,949 from 393,116
Change+83,833 (+21%)
Value$16.6M (+$3.7M)
Filed 2026-11-03
Ceera Investments, LLC
INCREASED
Shares253,469 from 191,319
Change+62,150 (+32%)
Value$8.8M (+$2.5M)
Filed 2026-11-02
Goodman Advisory Group, LLC
DECREASED
Shares245,607 from 388,708
Change-143,101 (-37%)
Value$8.6M (-$4.2M)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares163,910 from 174,117
Change-10,207 (-6%)
Value$5.7M (-$11.5K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares141,192 from 39,182
Change+102,010 (+260%)
Value$4.9M (+$3.6M)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares140,654 from 189,977
Change-49,323 (-26%)
Value$4.9M (-$1.3M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares83,646 from 61,154
Change+22,492 (+37%)
Value$2.9M (+$906.0K)
Filed 2026-11-02
Midwest Financial Network, LLC
INCREASED
Shares68,755 from 29,462
Change+39,293 (+133%)
Value$2.4M (+$1.4M)
Filed 2026-10-13
ATX Financial Planning, LLC
INCREASED
Shares61,563 from 54,670
Change+6,893 (+13%)
Value$2.1M (+$348.8K)
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares61,261 from 61,936
Change-675 (-1%)
Value$2.1M (+$99.1K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares48,712 from 42,346
Change+6,366 (+15%)
Value$1.7M (+$306.0K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares40,015 from 40,005
Change+10 (+0%)
Value$1.4M (+$76.8K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares39,638 from 40,952
Change-1,314 (-3%)
Value$1.3M (+$733)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED
Shares35,520 from 38,730
Change-3,210 (-8%)
Value$1.2M (-$35.3K)
Filed 2026-10-21
Integrity Alliance, Llc.
NEW
Shares32,735
Change+32,735
Value$1.1M
Filed 2026-10-29
RIA Advisory Group LLC
DECREASED
Shares31,749 from 40,559
Change-8,810 (-22%)
Value$1.1M (-$227.2K)
Filed 2026-10-15
Core Wealth Partners LLC
INCREASED
Shares28,759 from 28,651
Change+108 (+0%)
Value$1.0M (+$60.5K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares26,484 from 28,953
Change-2,469 (-9%)
Value$924.3K (-$28.8K)
Filed 2026-11-05
CPC Advisors, LLC
UNCHANGED
Shares22,340 from 22,340
Change0 (0%)
Value$779.7K (+$44.2K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,102 from 23,628
Change-4,526 (-19%)
Value$667 (-$777.3K)
Filed 2026-11-02
Optivise Advisory Services LLC
NEW
Shares18,350
Change+18,350
Value$640.4K
Filed 2026-10-19
WealthPlan Investment Management, LLC
INCREASED
Shares13,248 from 12,922
Change+326 (+3%)
Value$462.4K (+$37.0K)
Filed 2026-10-15
Atria Investments, Inc
NEW
Shares9,581
Change+9,581
Value$334.4K
Filed 2026-10-15
SkyOak Wealth, LLC
UNCHANGED
Shares9,560 from 9,560
Change0 (0%)
Value$333.6K (+$18.9K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares9,277 from 9,229
Change+48 (+1%)
Value$323.8K (+$19.9K)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares9,125 from 10,113
Change-988 (-10%)
Value$318.5K (-$14.4K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares7,564 from 7,224
Change+340 (+5%)
Value$264.0K (+$26.2K)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares7,385 from 7,385
Change0 (0%)
Value$257.7K (+$14.6K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
UNCHANGED
Shares7,025 from 7,025
Change0 (0%)
Value$245.2K (+$13.9K)
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares6,901 from 6,901
Change0 (0%)
Value$240.8K (+$13.7K)
Filed 2026-10-20
Guardian Capital, LLC
DECREASED
Shares6,900 from 7,900
Change-1,000 (-13%)
Value$240.8K (-$19.3K)
Filed 2026-11-06
Sowell Financial Services LLC
NEW
Shares5,867
Change+5,867
Value$204.8K
Filed 2026-10-23
Nfsg Corp
UNCHANGED
Shares5,625 from 5,625
Change0 (0%)
Value$196.3K (+$11.1K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares2,085
Change+2,085
Value$72.8K
Filed 2026-10-09
Private Wealth Management Group, LLC
INCREASED
Shares1,311 from 1,310
Change+1 (+0%)
Value$45.8K (+$2.6K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares891 from 447
Change+444 (+99%)
Value$31.1K (+$16.4K)
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares498 from 1,340
Change-842 (-63%)
Value$17.4K (-$26.7K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW
Shares325
Change+325
Value$11.3K
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
DECREASED
Shares180 from 300
Change-120 (-40%)
Value$6 (-$4)
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$6.1K (+$347)
Filed 2026-10-08
Concord Wealth Partners
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$6.1K (+$347)
Filed 2026-11-02
Financial Perspectives, Inc
NEW
Shares51
Change+51
Value$1.8K
Filed 2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$768 (+$44)
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares12
Change+12
Value$407
Filed 2026-10-15
Founders Financial Securities LLC
CLOSED
Shares0 from 109,205
Change-109,205 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-28
Kestra Investment Management, LLC
CLOSED
Shares0 from 25,052
Change-25,052 (-100%)
Value$0 (-$824.7K)
Filed 2026-11-04
RCS Financial Planning, LLC
CLOSED
Shares0 from 19,683
Change-19,683 (-100%)
Value$0 (-$648.0K)
Filed 2026-10-14
Quattro Financial Advisors LLC
CLOSED
Shares0 from 14,585
Change-14,585 (-100%)
Value$0 (-$480.1K)
Filed 2026-10-15
Wedbush Securities Inc
CLOSED
Shares0 from 6,105
Change-6,105 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,206
Change-1,206 (-100%)
Value$0 (-$40.2K)
Filed 2026-10-16
Archer Investment Corp
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$31.1K)
Filed 2026-11-05
Mather Group, Llc.
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-14
Kozak & Associates, Inc.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$296)
Filed 2026-10-29
Envestnet Asset Management Inc
N/A
Shares— from 788,413
Change-788,413 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 689,021
Change-689,021 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 518,627
Change-518,627 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 425,075
Change-425,075 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 224,723
Change-224,723 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 204,325
Change-204,325 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 185,392
Change-185,392 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 154,200
Change-154,200 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 113,950
Change-113,950 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 109,239
Change-109,239 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 88,139
Change-88,139 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 84,069
Change-84,069 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 82,873
Change-82,873 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 82,470
Change-82,470 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 68,863
Change-68,863 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 44,091
Change-44,091 (-100%)
Value—
&partners
N/A
Shares— from 33,057
Change-33,057 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 25,331
Change-25,331 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 25,068
Change-25,068 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 24,623
Change-24,623 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,736
Change-22,736 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 21,604
Change-21,604 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 18,459
Change-18,459 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,417
Change-18,417 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 17,669
Change-17,669 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 16,284
Change-16,284 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 14,565
Change-14,565 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 14,528
Change-14,528 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 11,515
Change-11,515 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,480
Change-10,480 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,669
Change-9,669 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,225
Change-9,225 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,195
Change-9,195 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 8,781
Change-8,781 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,645
Change-7,645 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,838
Change-6,838 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,460
Change-6,460 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 555
Change-555 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 340
Change-340 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 262
Change-262 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 172
Change-172 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,693,1951,208,160+485,035+40%$39.8M$59.1M+$19.3M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED476,949393,116+83,833+21%$12.9M$16.6M+$3.7M2026-11-03
Ceera Investments, LLC
INCREASED253,469191,319+62,150+32%$6.3M$8.8M+$2.5M2026-11-02
Goodman Advisory Group, LLC
DECREASED245,607388,708-143,101-37%$12.8M$8.6M-$4.2M2026-11-02
Clear Creek Financial Management, LLC
DECREASED163,910174,117-10,207-6%$5.7M$5.7M-$11.5K2026-10-28
Signal Advisors Wealth, LLC
INCREASED141,19239,182+102,010+260%$1.3M$4.9M+$3.6M2026-10-13
Independent Financial Group, LLC
DECREASED140,654189,977-49,323-26%$6.3M$4.9M-$1.3M2026-10-13
Kestra Advisory Services, LLC
INCREASED83,64661,154+22,492+37%$2.0M$2.9M+$906.0K2026-11-02
Midwest Financial Network, LLC
INCREASED68,75529,462+39,293+133%$969.9K$2.4M+$1.4M2026-10-13
ATX Financial Planning, LLC
INCREASED61,56354,670+6,893+13%$1.8M$2.1M+$348.8K2026-10-14
Oppenheimer & Co Inc
DECREASED61,26161,936-675-1%$2.0M$2.1M+$99.1K2026-10-26
Commonwealth Equity Services, LLC
INCREASED48,71242,346+6,366+15%$1.4M$1.7M+$306.0K2026-11-02
Keystone Wealth Services, LLC
INCREASED40,01540,005+10+0%$1.3M$1.4M+$76.8K2026-11-03
Prospera Financial Services Inc
DECREASED39,63840,952-1,314-3%$1.3M$1.3M+$7332026-11-04
OpenArc Corporate Advisory, LLC
DECREASED35,52038,730-3,210-8%$1.3M$1.2M-$35.3K2026-10-21
Integrity Alliance, Llc.
NEW32,735—+32,735——$1.1M—2026-10-29
RIA Advisory Group LLC
DECREASED31,74940,559-8,810-22%$1.3M$1.1M-$227.2K2026-10-15
Core Wealth Partners LLC
INCREASED28,75928,651+108+0%$943.2K$1.0M+$60.5K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED26,48428,953-2,469-9%$953.1K$924.3K-$28.8K2026-11-05
CPC Advisors, LLC
UNCHANGED22,34022,34000%$735.4K$779.7K+$44.2K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED19,10223,628-4,526-19%$778.0K$667-$777.3K2026-11-02
Optivise Advisory Services LLC
NEW18,350—+18,350——$640.4K—2026-10-19
WealthPlan Investment Management, LLC
INCREASED13,24812,922+326+3%$425.4K$462.4K+$37.0K2026-10-15
Atria Investments, Inc
NEW9,581—+9,581——$334.4K—2026-10-15
SkyOak Wealth, LLC
UNCHANGED9,5609,56000%$314.7K$333.6K+$18.9K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED9,2779,229+48+1%$303.8K$323.8K+$19.9K2026-10-16
Creative Financial Designs Inc
DECREASED9,12510,113-988-10%$332.9K$318.5K-$14.4K2026-11-04
Flagship Harbor Advisors, LLC
INCREASED7,5647,224+340+5%$237.8K$264.0K+$26.2K2026-10-26
Laurel OAK Wealth Management, LLC
UNCHANGED7,3857,38500%$243.1K$257.7K+$14.6K2026-10-19
Valeo Financial Advisors, LLC
UNCHANGED7,0257,02500%$231.3K$245.2K+$13.9K2026-10-08
Private Trust Co NA
UNCHANGED6,9016,90100%$227.2K$240.8K+$13.7K2026-10-20
Guardian Capital, LLC
DECREASED6,9007,900-1,000-13%$260.1K$240.8K-$19.3K2026-11-06
Sowell Financial Services LLC
NEW5,867—+5,867——$204.8K—2026-10-23
Nfsg Corp
UNCHANGED5,6255,62500%$185.2K$196.3K+$11.1K2026-10-15
GK Wealth Management LLC
NEW2,085—+2,085——$72.8K—2026-10-09
Private Wealth Management Group, LLC
INCREASED1,3111,310+1+0%$43.1K$45.8K+$2.6K2026-10-19
IFP Advisors, Inc
INCREASED891447+444+99%$14.7K$31.1K+$16.4K2026-10-16
Simplex Trading, LLC
DECREASED4981,340-842-63%$44.1K$17.4K-$26.7K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW325—+325——$11.3K—2026-10-14
Hazlett, Burt & Watson, Inc.
DECREASED180300-120-40%$10$6-$42026-11-04
Farther Finance Advisors, LLC
UNCHANGED17517500%$5.8K$6.1K+$3472026-10-08
Concord Wealth Partners
UNCHANGED17517500%$5.8K$6.1K+$3472026-11-02
Financial Perspectives, Inc
NEW51—+51——$1.8K—2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED222200%$724$768+$442026-11-04
Blue Trust, Inc.
NEW12—+12——$407—2026-10-15
Founders Financial Securities LLC
CLOSED0109,205-109,205-100%$3.6M$0-$3.6M2026-10-28
Kestra Investment Management, LLC
CLOSED025,052-25,052-100%$824.7K$0-$824.7K2026-11-04
RCS Financial Planning, LLC
CLOSED019,683-19,683-100%$648.0K$0-$648.0K2026-10-14
Quattro Financial Advisors LLC
CLOSED014,585-14,585-100%$480.1K$0-$480.1K2026-10-15
Wedbush Securities Inc
CLOSED06,105-6,105-100%$201.0K$0-$201.0K2026-10-22
Cornerstone Planning Group LLC
CLOSED01,206-1,206-100%$40.2K$0-$40.2K2026-10-16
Archer Investment Corp
CLOSED0946-946-100%$31.1K$0-$31.1K2026-11-05
Mather Group, Llc.
CLOSED0325-325-100%$10.7K$0-$10.7K2026-10-14
Kozak & Associates, Inc.
CLOSED09-9-100%$296$0-$2962026-10-29
Envestnet Asset Management Inc
N/A—788,413-788,413-100%$26.0M———
Victory Capital Management Inc
N/A—689,021-689,021-100%$22.7M———
Raymond James Financial Inc
N/A—518,627-518,627-100%$17.1M———
BlackRock, Inc.
N/A—425,075-425,075-100%$14.0M———
IHT Wealth Management, LLC
N/A—224,723-224,723-100%$7.4M———
Cetera Investment Advisers
N/A—204,325-204,325-100%$6.7M———
Atomic Invest LLC
N/A—185,392-185,392-100%$6.0M———
Two Sigma Investments, LP
N/A—154,200-154,200-100%$5.1M———
Osaic Holdings, Inc.
N/A—113,950-113,950-100%$3.8M———
Horizon Investments, LLC
N/A—109,239-109,239-100%$3.6M———
JPMorgan Chase & Co
N/A—88,139-88,139-100%$2.9M———
Goldman Sachs Group Inc
N/A—84,069-84,069-100%$2.8M———
Bradley Foster & Sargent Inc
N/A—82,873-82,873-100%$2.7M———
Janney Montgomery Scott LLC
N/A—82,470-82,470-100%$2.7M———
HighTower Advisors, LLC
N/A—68,863-68,863-100%$2.3M———
D. E. Shaw & Co., Inc.
N/A—44,091-44,091-100%$1.5M———
&partners
N/A—33,057-33,057-100%$1.0M———
Bank of Montreal
N/A—25,331-25,331-100%$833.9K———
CreativeOne Wealth, LLC
N/A—25,068-25,068-100%$825.2K———
Mmbg Investment Advisors Co.
N/A—25,000-25,000-100%$823.0K———
Bank of America Corp
N/A—24,623-24,623-100%$810.6K———
Savvy Advisors, Inc.
N/A—22,736-22,736-100%$748.5K———
Geneos Wealth Management Inc.
N/A—21,604-21,604-100%$711.2K———
Legacy Financial Group LLC
N/A—18,459-18,459-100%$607.7K———
Envestnet Portfolio Solutions, Inc.
N/A—18,417-18,417-100%$606.3K———
Tranquilli Financial Advisor LLC
N/A—17,669-17,669-100%$581.7K———
Private Advisor Group, LLC
N/A—16,284-16,284-100%$536.1K———
Thoroughbred Financial Services, LLC
N/A—14,565-14,565-100%$479.0K———
Leavell Investment Management, Inc.
N/A—14,528-14,528-100%$478.3K———
Mutual Advisors, LLC
N/A—12,371-12,371-100%$407.3K———
GatePass Capital, LLC
N/A—11,515-11,515-100%$379.1K———
Harbour Investments, Inc.
N/A—10,480-10,480-100%$345.0K———
HRT Financial LP
N/A—9,669-9,669-100%$318.0K———
Strategic Financial Concepts, LLC
N/A—9,300-9,300-100%$306.2K———
Rothschild Investment LLC
N/A—9,225-9,225-100%$303.7K———
MML Investors Services, LLC
N/A—9,195-9,195-100%$302.7K———
Norris Financial Group, LLC
N/A—8,781-8,781-100%$289.1K———
Focus Partners Advisor Solutions, LLC
N/A—7,645-7,645-100%$251.7K———
Fiduciary Financial Advisors
N/A—6,961-6,961-100%$229.2K———
Mariner, LLC
N/A—6,838-6,838-100%$225.1K———
Advisory Services Network, LLC
N/A—6,460-6,460-100%$212.7K———
Twin Peaks Wealth Advisors, LLC
N/A—6,395-6,395-100%$210.5K———
Cvfg LLC
N/A—6,305-6,305-100%$207.6K———
Keating Financial Advisory Services, Inc.
N/A—3,507-3,507-100%$115.5K———
FMR LLC
N/A—3,226-3,226-100%$106.2K———
Steward Partners Investment Advisory, LLC
N/A—2,940-2,940-100%$96.8K———
Global Retirement Partners, LLC
N/A—2,243-2,243-100%$73.8K———
UBS Group AG
N/A—2,088-2,088-100%$68.7K———
Northwestern Mutual Wealth Management Co
N/A—1,963-1,963-100%$64.6K———
Tower Research Capital LLC (TRC)
N/A—1,461-1,461-100%$48.1K———
IFG Advisory, LLC
N/A—1,039-1,039-100%$34.2K———
Rockefeller Capital Management L.P.
N/A—555-555-100%$18.3K———
Qube Research & Technologies Ltd
N/A—340-340-100%$11.2K———
Godfrey Financial Associates, Inc.
N/A—262-262-100%$8.6K———
Wells Fargo & Company
N/A—172-172-100%$5.7K———
AE Wealth Management LLC
N/A—55-55-100%$1.8K———
NewEdge Advisors, LLC
N/A—47-47-100%$1.5K———
Vanguard Advisers Inc
N/A—4-4-100%$132———
Morgan Stanley
N/A—1-1-100%$34———
Showing 113 of 113 institutions