JPM Diversified RET Intl EQ (JPIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Wealth Enhancement Advisory Services, LLC

DECREASED

Shares279,689 from 280,697

Change-1,008 (0%)

Value$20.4M (-$209.6K)

Filed 2026-10-13

RHS Financial, LLC

INCREASED

Shares60,358 from 16,765

Change+43,593 (+260%)

Value$4.5M (+$3.2M)

Filed 2026-10-13

MCF Advisors LLC

DECREASED

Shares39,858 from 40,655

Change-797 (-2%)

Value$2.9M (+$2.0K)

Filed 2026-10-28

Mendel Money Management

INCREASED

Shares26,786 from 23,956

Change+2,830 (+12%)

Value$2.0M (+$244.7K)

Filed 2026-11-02

AlphaCore Capital LLC

DECREASED

Shares21,007 from 21,257

Change-250 (-1%)

Value$1.6M (+$13.3K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares20,384 from 20,212

Change+172 (+1%)

Value$1.5K (-$1.5M)

Filed 2026-11-02

Sherman Wealth Management LLC

DECREASED

Shares19,090 from 19,387

Change-297 (-2%)

Value$1.4M (+$7.1K)

Filed 2026-10-16

Apella Capital, LLC

DECREASED

Shares16,906 from 17,544

Change-638 (-4%)

Value$1.2M (-$50.8K)

Filed 2026-10-08

Concurrent Investment Advisors, LLC

NEW

Shares16,045

Change+16,045

Value$1.2M

Filed 2026-10-16

LexAurum Advisors, LLC

DECREASED

Shares14,586 from 15,651

Change-1,065 (-7%)

Value$1.1M (-$55.2K)

Filed 2026-10-19

Spire Wealth Management

INCREASED

Shares13,953 from 12,149

Change+1,804 (+15%)

Value$1.0M (+$151.4K)

Filed 2026-10-30

RVW Wealth, LLC

INCREASED

Shares13,907 from 13,864

Change+43 (+0%)

Value$1.0M (+$23.9K)

Filed 2026-10-06

Stonehearth Capital Management, LLC

UNCHANGED

Shares13,767 from 13,767

Change0 (0%)

Value$1.0M (+$20.6K)

Filed 2026-10-13

Kathmere Capital Management, LLC

UNCHANGED

Shares13,698 from 13,698

Change0 (0%)

Value$1.0M (+$20.5K)

Filed 2026-10-20

Independent Wealth Network Inc.

INCREASED

Shares13,314 from 12,397

Change+917 (+7%)

Value$982.7K (+$86.2K)

Filed 2026-10-19

Vise Technologies, Inc.

DECREASED

Shares11,307 from 11,867

Change-560 (-5%)

Value$834.5K (-$23.6K)

Filed 2026-10-29

Kestra Private Wealth Services, LLC

INCREASED

Shares10,430 from 5,808

Change+4,622 (+80%)

Value$769.8K (+$349.8K)

Filed 2026-10-30

Farther Finance Advisors, LLC

DECREASED

Shares8,192 from 9,306

Change-1,114 (-12%)

Value$604.6K (-$68.4K)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares8,080 from 7,999

Change+81 (+1%)

Value$596.4K (+$18.0K)

Filed 2026-11-02

Gimbal Financial

UNCHANGED

Shares7,946 from 7,946

Change0 (0%)

Value$586.5K (+$11.9K)

Filed 2026-10-19

Worth Financial Advisory Group, LLC

INCREASED

Shares7,240 from 7,099

Change+141 (+2%)

Value$534.3K (+$21.0K)

Filed 2026-10-19

Lodestar Private Asset Management LLC

DECREASED

Shares6,619 from 6,991

Change-372 (-5%)

Value$488.5K (-$17.0K)

Filed 2026-10-26

MN Wealth Advisors, LLC

DECREASED

Shares5,970 from 6,546

Change-576 (-9%)

Value$440.7K (-$32.7K)

Filed 2026-10-23

Daymark Wealth Partners, LLC

DECREASED

Shares5,201 from 5,306

Change-105 (-2%)

Value$383.9K (+$183)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares4,954 from 5,542

Change-588 (-11%)

Value$365.7K (-$35.1K)

Filed 2026-11-02

Trilogy Capital Inc.

INCREASED

Shares3,929 from 3,501

Change+428 (+12%)

Value$290.0K (+$36.8K)

Filed 2026-10-20

MLG Wealth Management DBA Pine Grove Financial Group

DECREASED

Shares3,922 from 4,082

Change-160 (-4%)

Value$289.5K (-$5.7K)

Filed 2026-10-13

Facet Wealth, Inc.

INCREASED

Shares3,579 from 3,564

Change+15 (+0%)

Value$264.1K (+$6.4K)

Filed 2026-11-04

3Chopt Investment Partners, LLC

DECREASED

Shares3,258 from 3,325

Change-67 (-2%)

Value$240.5K (+$26)

Filed 2026-10-30

RFG Advisory, LLC

NEW

Shares2,798

Change+2,798

Value$206.5K

Filed 2026-11-03

Assetmark, Inc

NEW

Shares1,374

Change+1,374

Value$101.4K

Filed 2026-10-21

Lodestone Wealth Management LLC

UNCHANGED

Shares1,356 from 1,356

Change0 (0%)

Value$100.0K (+$2.0K)

Filed 2026-10-14

GK Wealth Management LLC

NEW

Shares936

Change+936

Value$69.1K

Filed 2026-10-09

IFP Advisors, Inc

UNCHANGED

Shares732 from 732

Change0 (0%)

Value$54.0K (+$1.1K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

DECREASED

Shares409 from 431

Change-22 (-5%)

Value$30.2K (-$932)

Filed 2026-11-04

John Boyer, Inc.

NEW

Shares320

Change+320

Value$23.6K

Filed 2026-10-27

Fifth Third Bancorp

DECREASED

Shares309 from 6,052

Change-5,743 (-95%)

Value$22.8K (-$414.8K)

Filed 2026-11-05

SYM Financial Corp

DECREASED

Shares235 from 466

Change-231 (-50%)

Value$17.3K (-$16.4K)

Filed 2026-10-26

Kingdom Financial Group Llc.

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$5.8K (+$119)

Filed 2026-11-04

Richards, Merrill & Peterson, Inc.

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$3.8K (+$78)

Filed 2026-10-19

Triumph Capital Management

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$2.6K (+$52)

Filed 2026-10-14

International Assets Investment Management, LLC

CLOSED

Shares0 from 240

Change-240 (-100%)

Value$0 (-$17.3K)

Filed 2026-11-02

Citigroup Inc

CLOSED

Shares0 from 120

Change-120 (-100%)

Value$0 (-$8.7K)

Filed 2026-11-04

UBS Group AG

N/A

Shares— from 457,583

Change-457,583 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 313,726

Change-313,726 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 204,172

Change-204,172 (-100%)

Value—

Sterneck Capital Management, LLC

N/A

Shares— from 169,134

Change-169,134 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 168,438

Change-168,438 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 126,310

Change-126,310 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 117,809

Change-117,809 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 115,977

Change-115,977 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 114,178

Change-114,178 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 102,273

Change-102,273 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 92,614

Change-92,614 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 91,976

Change-91,976 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 87,159

Change-87,159 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 82,184

Change-82,184 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 61,793

Change-61,793 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 49,506

Change-49,506 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 48,109

Change-48,109 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 46,495

Change-46,495 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 29,596

Change-29,596 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 27,770

Change-27,770 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 25,579

Change-25,579 (-100%)

Value—

Wealthedge Investment Advisors, LLC

N/A

Shares— from 21,505

Change-21,505 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 17,803

Change-17,803 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 16,447

Change-16,447 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 16,203

Change-16,203 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 15,610

Change-15,610 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 14,478

Change-14,478 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 13,811

Change-13,811 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 12,576

Change-12,576 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 12,327

Change-12,327 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,308

Change-12,308 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 11,931

Change-11,931 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 10,664

Change-10,664 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,071

Change-10,071 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 9,556

Change-9,556 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 9,079

Change-9,079 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 9,066

Change-9,066 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 8,758

Change-8,758 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 7,585

Change-7,585 (-100%)

Value—

Vawter Financial, Ltd.

N/A

Shares— from 7,311

Change-7,311 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 7,201

Change-7,201 (-100%)

Value—

Schiavi & Co LLC

N/A

Shares— from 7,076

Change-7,076 (-100%)

Value—

Empire Financial Management Company, LLC

N/A

Shares— from 6,755

Change-6,755 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 6,526

Change-6,526 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,912

Change-5,912 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 4,306

Change-4,306 (-100%)

Value—

Summit Wealth Partners, LLC

N/A

Shares— from 3,159

Change-3,159 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,155

Change-3,155 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,052

Change-3,052 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 2,916

Change-2,916 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 2,764

Change-2,764 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,705

Change-2,705 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 2,660

Change-2,660 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,476

Change-1,476 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,331

Change-1,331 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 681

Change-681 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 487

Change-487 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 455

Change-455 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 400

Change-400 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 350

Change-350 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 335

Change-335 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 323

Change-323 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 319

Change-319 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 139

Change-139 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 107

Change-107 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 80

Change-80 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Leo H. Evart, Inc.

N/A

Shares— from 27

Change-27 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

	Status
Wealth Enhancement Advisory Services, LLC	DECREASED	279,689	280,697	-1,008	0%	$20.6M	$20.4M	-$209.6K	2026-10-13
RHS Financial, LLC	INCREASED	60,358	16,765	+43,593	+260%	$1.2M	$4.5M	+$3.2M	2026-10-13
MCF Advisors LLC	DECREASED	39,858	40,655	-797	-2%	$2.9M	$2.9M	+$2.0K	2026-10-28
Mendel Money Management	INCREASED	26,786	23,956	+2,830	+12%	$1.7M	$2.0M	+$244.7K	2026-11-02
AlphaCore Capital LLC	DECREASED	21,007	21,257	-250	-1%	$1.5M	$1.6M	+$13.3K	2026-11-04
Cambridge Investment Research Advisors, Inc.	INCREASED	20,384	20,212	+172	+1%	$1.5M	$1.5K	-$1.5M	2026-11-02
Sherman Wealth Management LLC	DECREASED	19,090	19,387	-297	-2%	$1.4M	$1.4M	+$7.1K	2026-10-16
Apella Capital, LLC	DECREASED	16,906	17,544	-638	-4%	$1.3M	$1.2M	-$50.8K	2026-10-08
Concurrent Investment Advisors, LLC	NEW	16,045	—	+16,045	—	—	$1.2M	—	2026-10-16
LexAurum Advisors, LLC	DECREASED	14,586	15,651	-1,065	-7%	$1.1M	$1.1M	-$55.2K	2026-10-19
Spire Wealth Management	INCREASED	13,953	12,149	+1,804	+15%	$878.5K	$1.0M	+$151.4K	2026-10-30
RVW Wealth, LLC	INCREASED	13,907	13,864	+43	+0%	$1.0M	$1.0M	+$23.9K	2026-10-06
Stonehearth Capital Management, LLC	UNCHANGED	13,767	13,767	0	0%	$995.5K	$1.0M	+$20.6K	2026-10-13
Kathmere Capital Management, LLC	UNCHANGED	13,698	13,698	0	0%	$990.5K	$1.0M	+$20.5K	2026-10-20
Independent Wealth Network Inc.	INCREASED	13,314	12,397	+917	+7%	$896.5K	$982.7K	+$86.2K	2026-10-19
Vise Technologies, Inc.	DECREASED	11,307	11,867	-560	-5%	$858.1K	$834.5K	-$23.6K	2026-10-29
Kestra Private Wealth Services, LLC	INCREASED	10,430	5,808	+4,622	+80%	$420.0K	$769.8K	+$349.8K	2026-10-30
Farther Finance Advisors, LLC	DECREASED	8,192	9,306	-1,114	-12%	$673.0K	$604.6K	-$68.4K	2026-10-08
Kestra Advisory Services, LLC	INCREASED	8,080	7,999	+81	+1%	$578.4K	$596.4K	+$18.0K	2026-11-02
Gimbal Financial	UNCHANGED	7,946	7,946	0	0%	$574.6K	$586.5K	+$11.9K	2026-10-19
Worth Financial Advisory Group, LLC	INCREASED	7,240	7,099	+141	+2%	$513.3K	$534.3K	+$21.0K	2026-10-19
Lodestar Private Asset Management LLC	DECREASED	6,619	6,991	-372	-5%	$505.5K	$488.5K	-$17.0K	2026-10-26
MN Wealth Advisors, LLC	DECREASED	5,970	6,546	-576	-9%	$473.4K	$440.7K	-$32.7K	2026-10-23
Daymark Wealth Partners, LLC	DECREASED	5,201	5,306	-105	-2%	$383.7K	$383.9K	+$183	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	4,954	5,542	-588	-11%	$400.7K	$365.7K	-$35.1K	2026-11-02
Trilogy Capital Inc.	INCREASED	3,929	3,501	+428	+12%	$253.2K	$290.0K	+$36.8K	2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group	DECREASED	3,922	4,082	-160	-4%	$295.2K	$289.5K	-$5.7K	2026-10-13
Facet Wealth, Inc.	INCREASED	3,579	3,564	+15	+0%	$257.7K	$264.1K	+$6.4K	2026-11-04
3Chopt Investment Partners, LLC	DECREASED	3,258	3,325	-67	-2%	$240.4K	$240.5K	+$26	2026-10-30
RFG Advisory, LLC	NEW	2,798	—	+2,798	—	—	$206.5K	—	2026-11-03
Assetmark, Inc	NEW	1,374	—	+1,374	—	—	$101.4K	—	2026-10-21
Lodestone Wealth Management LLC	UNCHANGED	1,356	1,356	0	0%	$98.0K	$100.0K	+$2.0K	2026-10-14
GK Wealth Management LLC	NEW	936	—	+936	—	—	$69.1K	—	2026-10-09
IFP Advisors, Inc	UNCHANGED	732	732	0	0%	$52.9K	$54.0K	+$1.1K	2026-10-16
EverSource Wealth Advisors, LLC	DECREASED	409	431	-22	-5%	$31.1K	$30.2K	-$932	2026-11-04
John Boyer, Inc.	NEW	320	—	+320	—	—	$23.6K	—	2026-10-27
Fifth Third Bancorp	DECREASED	309	6,052	-5,743	-95%	$437.6K	$22.8K	-$414.8K	2026-11-05
SYM Financial Corp	DECREASED	235	466	-231	-50%	$33.7K	$17.3K	-$16.4K	2026-10-26
Kingdom Financial Group Llc.	UNCHANGED	79	79	0	0%	$5.7K	$5.8K	+$119	2026-11-04
Richards, Merrill & Peterson, Inc.	UNCHANGED	52	52	0	0%	$3.8K	$3.8K	+$78	2026-10-19
Triumph Capital Management	UNCHANGED	35	35	0	0%	$2.5K	$2.6K	+$52	2026-10-14
International Assets Investment Management, LLC	CLOSED	0	240	-240	-100%	$17.3K	$0	-$17.3K	2026-11-02
Citigroup Inc	CLOSED	0	120	-120	-100%	$8.7K	$0	-$8.7K	2026-11-04
UBS Group AG	N/A	—	457,583	-457,583	-100%	$33.1M	—	—	—
Morgan Stanley	N/A	—	313,726	-313,726	-100%	$22.7M	—	—	—
Cerity Partners LLC	N/A	—	204,172	-204,172	-100%	$14.8M	—	—	—
Sterneck Capital Management, LLC	N/A	—	169,134	-169,134	-100%	$12.2M	—	—	—
Captrust Financial Advisors	N/A	—	168,438	-168,438	-100%	$12.2M	—	—	—
Focus Partners Wealth	N/A	—	126,310	-126,310	-100%	$9.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	117,809	-117,809	-100%	$8.5M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	115,977	-115,977	-100%	$8.4M	—	—	—
Raymond James Financial Inc	N/A	—	114,178	-114,178	-100%	$8.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	102,273	-102,273	-100%	$7.4M	—	—	—
Royal Bank of Canada	N/A	—	92,614	-92,614	-100%	$6.7M	—	—	—
LPL Financial LLC	N/A	—	91,976	-91,976	-100%	$6.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	87,159	-87,159	-100%	$6.3M	—	—	—
JPMorgan Chase & Co	N/A	—	82,184	-82,184	-100%	$6.0M	—	—	—
Bank of America Corp	N/A	—	61,793	-61,793	-100%	$4.5M	—	—	—
Allworth Financial LP	N/A	—	49,506	-49,506	-100%	$3.6M	—	—	—
Wells Fargo & Company	N/A	—	48,109	-48,109	-100%	$3.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	46,495	-46,495	-100%	$3.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	29,596	-29,596	-100%	$2.1M	—	—	—
5T Wealth, LLC	N/A	—	27,770	-27,770	-100%	$2.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	25,579	-25,579	-100%	$1.8M	—	—	—
Wealthedge Investment Advisors, LLC	N/A	—	21,505	-21,505	-100%	$1.6M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	17,803	-17,803	-100%	$1.3M	—	—	—
Advisory Services Network, LLC	N/A	—	16,447	-16,447	-100%	$1.2M	—	—	—
Quantinno Capital Management LP	N/A	—	16,203	-16,203	-100%	$1.2M	—	—	—
CreativeOne Wealth, LLC	N/A	—	15,610	-15,610	-100%	$1.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	14,478	-14,478	-100%	$1.0M	—	—	—
Ameriprise Financial Inc	N/A	—	13,811	-13,811	-100%	$998.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	12,576	-12,576	-100%	$909.4K	—	—	—
AQR Capital Management LLC	N/A	—	12,327	-12,327	-100%	$891.4K	—	—	—
Jane Street Group, LLC	N/A	—	12,308	-12,308	-100%	$890.0K	—	—	—
BlackRock, Inc.	N/A	—	11,931	-11,931	-100%	$862.8K	—	—	—
Summit Financial, LLC	N/A	—	10,664	-10,664	-100%	$771.1K	—	—	—
Cetera Investment Advisers	N/A	—	10,071	-10,071	-100%	$728.3K	—	—	—
Composition Wealth, LLC	N/A	—	9,556	-9,556	-100%	$691.0K	—	—	—
Private Advisor Group, LLC	N/A	—	9,079	-9,079	-100%	$656.5K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	9,066	-9,066	-100%	$655.6K	—	—	—
AlTi Global, Inc.	N/A	—	8,758	-8,758	-100%	$633.3K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	7,585	-7,585	-100%	$548.5K	—	—	—
Vawter Financial, Ltd.	N/A	—	7,311	-7,311	-100%	$528.7K	—	—	—
First Commonwealth Financial Corp	N/A	—	7,201	-7,201	-100%	$520.7K	—	—	—
Schiavi & Co LLC	N/A	—	7,076	-7,076	-100%	$511.7K	—	—	—
Empire Financial Management Company, LLC	N/A	—	6,755	-6,755	-100%	$488.5K	—	—	—
Vident Advisory, LLC	N/A	—	6,526	-6,526	-100%	$471.9K	—	—	—
MML Investors Services, LLC	N/A	—	5,912	-5,912	-100%	$427.5K	—	—	—
Modern Wealth Management, LLC	N/A	—	5,500	-5,500	-100%	$397.7K	—	—	—
NorthRock Partners, LLC	N/A	—	4,306	-4,306	-100%	$311.4K	—	—	—
Summit Wealth Partners, LLC	N/A	—	3,159	-3,159	-100%	$228.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,155	-3,155	-100%	$228.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,052	-3,052	-100%	$220.7K	—	—	—
Bellevue Asset Management, LLC	N/A	—	2,916	-2,916	-100%	$210.9K	—	—	—
Virtu Financial LLC	N/A	—	2,764	-2,764	-100%	$200.0K	—	—	—
Arax Advisory Partners	N/A	—	2,705	-2,705	-100%	$195.6K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	2,660	-2,660	-100%	$192.3K	—	—	—
Capital Analysts, LLC	N/A	—	1,476	-1,476	-100%	$107.0K	—	—	—
FMR LLC	N/A	—	1,331	-1,331	-100%	$96.2K	—	—	—
Smithfield Trust Co	N/A	—	681	-681	-100%	$49.0K	—	—	—
Horizon Investments, LLC	N/A	—	487	-487	-100%	$35.2K	—	—	—
AE Wealth Management LLC	N/A	—	455	-455	-100%	$32.9K	—	—	—
Ancora Advisors LLCA	N/A	—	400	-400	-100%	$28.9K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	350	-350	-100%	$25.3K	—	—	—
Founders Financial Alliance, LLC	N/A	—	335	-335	-100%	$24.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	323	-323	-100%	$23.4K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	319	-319	-100%	$23.1K	—	—	—
Vanguard Advisers Inc	N/A	—	139	-139	-100%	$10.1K	—	—	—
Qube Research & Technologies Ltd	N/A	—	107	-107	-100%	$7.7K	—	—	—
Harbour Investments, Inc.	N/A	—	80	-80	-100%	$5.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	27	-27	-100%	$2.0K	—	—	—
Leo H. Evart, Inc.	N/A	—	27	-27	-100%	$2.0K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	13	-13	-100%	$936	—	—	—

Showing 113 of 113 institutions