JPMorgan International Growt (JIG)

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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Cornerstone Wealth Management, LLC

INCREASED

Shares164,369 from 141,126

Change+23,243 (+16%)

Value$13.8M (+$1.5M)

Filed 2026-11-04

Key FInancial Inc

DECREASED

Shares100,736 from 102,869

Change-2,133 (-2%)

Value$8.4M (-$523.9K)

Filed 2026-11-02

Fidelity D & D Bancorp Inc

DECREASED

Shares92,100 from 92,813

Change-713 (-1%)

Value$7.7M (-$371.2K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares90,322 from 91,292

Change-970 (-1%)

Value$7.6K (-$8.0M)

Filed 2026-11-02

Assetmark, Inc

DECREASED

Shares90,000 from 92,445

Change-2,445 (-3%)

Value$7.5M (-$515.1K)

Filed 2026-10-21

Schwallier Wealth Management LLC

INCREASED

Shares60,915 from 59,168

Change+1,747 (+3%)

Value$5.1M (-$52.1K)

Filed 2026-11-05

Prism Advisors, Inc.

DECREASED

Shares50,417 from 52,102

Change-1,685 (-3%)

Value$4.2M (-$309.0K)

Filed 2026-10-09

Sagespring Wealth Partners, LLC

INCREASED

Shares44,493 from 42,408

Change+2,085 (+5%)

Value$3.7M (+$32.5K)

Filed 2026-10-22

Park Avenue Securities LLC

DECREASED

Shares30,676 from 32,333

Change-1,657 (-5%)

Value$2.6K (-$2.8M)

Filed 2026-10-26

Saxon Interests, Inc.

DECREASED

Shares15,081 from 15,133

Change-52 (0%)

Value$1.3M (-$55.1K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

DECREASED

Shares12,795 from 22,453

Change-9,658 (-43%)

Value$1.1M (-$884.9K)

Filed 2026-11-02

Thrivent Financial for Lutherans

INCREASED

Shares12,515 from 12,246

Change+269 (+2%)

Value$1.0M (-$19.0K)

Filed 2026-11-05

Unique Wealth, LLC

INCREASED

Shares9,788 from 9,479

Change+309 (+3%)

Value$820.4K (-$5.9K)

Filed 2026-10-16

Accelerate Investment Advisors LLC

NEW

Shares8,352

Change+8,352

Value$700.1K

Filed 2026-11-02

MLG Wealth Management DBA Pine Grove Financial Group

INCREASED

Shares7,490 from 7,278

Change+212 (+3%)

Value$627.8K (-$6.7K)

Filed 2026-10-13

VestGen Advisors, LLC

DECREASED

Shares7,034 from 8,222

Change-1,188 (-14%)

Value$589.6K (-$127.2K)

Filed 2026-10-27

Dominguez Wealth Management Solutions, Inc.

DECREASED

Shares6,552 from 6,610

Change-58 (-1%)

Value$549.2K (-$27.0K)

Filed 2026-10-07

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares6,467 from 7,054

Change-587 (-8%)

Value$542.1K (-$72.9K)

Filed 2026-10-05

IFP Advisors, Inc

INCREASED

Shares5,871 from 5,684

Change+187 (+3%)

Value$492.1K (-$3.4K)

Filed 2026-10-16

Ascentis Independent Advisors

NEW

Shares5,108

Change+5,108

Value$428.3K

Filed 2026-11-03

Lockerman Financial Group, Inc.

DECREASED

Shares4,688 from 4,827

Change-139 (-3%)

Value$392.9K (-$27.8K)

Filed 2026-10-19

Lake Street Private Wealth, LLC

DECREASED

Shares4,501 from 4,525

Change-24 (-1%)

Value$377.3K (-$17.2K)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares4,422 from 4,399

Change+23 (+1%)

Value$370.6K (-$12.8K)

Filed 2026-10-08

Ascent Group, LLC

DECREASED

Shares4,331 from 4,426

Change-95 (-2%)

Value$363.0K (-$22.8K)

Filed 2026-10-30

Eagle Wealth Strategies LLC

NEW

Shares3,383

Change+3,383

Value$283.6K

Filed 2026-10-20

Elevation Wealth Management LLC

INCREASED

Shares3,356 from 3,354

Change+2 (+0%)

Value$281.3K (-$11.1K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,798 from 2,501

Change+297 (+12%)

Value$234.9K (+$23.8K)

Filed 2026-10-13

AdvisorNet Financial, Inc

INCREASED

Shares2,501 from 2,356

Change+145 (+6%)

Value$205.5K (+$73)

Filed 2026-10-15

Luts & Greenleigh Group, Inc.

INCREASED

Shares2,422 from 2,307

Change+115 (+5%)

Value$203.0K (+$1.9K)

Filed 2026-11-05

Private Trust Co NA

INCREASED

Shares2,420 from 2,012

Change+408 (+20%)

Value$202.8K (+$27.4K)

Filed 2026-10-20

3Chopt Investment Partners, LLC

INCREASED

Shares2,293 from 2,267

Change+26 (+1%)

Value$192.2K (-$5.4K)

Filed 2026-10-30

Richardson Financial Services Inc.

INCREASED

Shares1,401 from 1,372

Change+29 (+2%)

Value$117.4K (-$2.2K)

Filed 2026-10-30

Capital Investment Advisory Services, LLC

INCREASED

Shares768 from 765

Change+3 (+0%)

Value$64.6K (-$2.1K)

Filed 2026-10-30

Cordgrass Capital Advisors, LLC

INCREASED

Shares251 from 248

Change+3 (+1%)

Value$21.0K (-$580)

Filed 2026-10-30

Horizon Financial Services, LLC

NEW

Shares135

Change+135

Value$11.3K

Filed 2026-11-04

Noble Wealth Management PBC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$3.4K (-$137)

Filed 2026-10-01

Fifth Third Bancorp

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$3.4K (-$137)

Filed 2026-11-05

Godsey & Gibb, Inc

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$3.3K (-$131)

Filed 2026-10-14

Bare Financial Services, Inc

NEW

Shares32

Change+32

Value$2.7K

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares24

Change+24

Value$2.0K

Filed 2026-10-27

MJT & Associates Financial Advisory Group, Inc.

NEW

Shares24

Change+24

Value$2.0K

Filed 2026-10-07

US Bancorp \de\

NEW

Shares19

Change+19

Value$1.6K

Filed 2026-11-05

Nemes Rush Group LLC

NEW

Shares10

Change+10

Value$838

Filed 2026-11-04

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$168 (-$7)

Filed 2026-10-16

A4 Wealth Advisors LLC

CLOSED

Shares0 from 29,248

Change-29,248 (-100%)

Value$0 (-$2.5M)

Filed 2026-10-20

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 3,736

Change-3,736 (-100%)

Value$0 (-$325.7K)

Filed 2026-10-16

Amplius Wealth Advisors, LLC

CLOSED

Shares0 from 2,879

Change-2,879 (-100%)

Value$0 (-$251.0K)

Filed 2026-10-20

Firethorn Wealth Partners, LLC

CLOSED

Shares0 from 2,495

Change-2,495 (-100%)

Value$0 (-$217.5K)

Filed 2026-10-14

Cornerstone Planning Group LLC

CLOSED

Shares0 from 88

Change-88 (-100%)

Value$0 (-$7.3K)

Filed 2026-10-16

LPL Financial LLC

N/A

Shares— from 816,714

Change-816,714 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 654,379

Change-654,379 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 345,588

Change-345,588 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 313,705

Change-313,705 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 280,224

Change-280,224 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 212,913

Change-212,913 (-100%)

Value—

First American Trust, FSB

N/A

Shares— from 200,823

Change-200,823 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 184,479

Change-184,479 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 124,207

Change-124,207 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 51,663

Change-51,663 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 50,474

Change-50,474 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 50,187

Change-50,187 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 44,795

Change-44,795 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 38,574

Change-38,574 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 36,999

Change-36,999 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 30,838

Change-30,838 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 24,334

Change-24,334 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 19,192

Change-19,192 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 19,106

Change-19,106 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 15,779

Change-15,779 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 14,532

Change-14,532 (-100%)

Value—

Hopwood Nicholas Hunter

N/A

Shares— from 12,750

Change-12,750 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 10,584

Change-10,584 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 10,240

Change-10,240 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 9,703

Change-9,703 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 9,675

Change-9,675 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 8,006

Change-8,006 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,102

Change-6,102 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 5,562

Change-5,562 (-100%)

Value—

Wayfinding Financial, LLC

N/A

Shares— from 4,952

Change-4,952 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 4,938

Change-4,938 (-100%)

Value—

Freedom Investment Management, Inc.

N/A

Shares— from 4,602

Change-4,602 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 3,445

Change-3,445 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 3,395

Change-3,395 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 3,101

Change-3,101 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,032

Change-3,032 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 2,925

Change-2,925 (-100%)

Value—

Bedel Financial Consulting, Inc.

N/A

Shares— from 2,899

Change-2,899 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 2,175

Change-2,175 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,897

Change-1,897 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,122

Change-1,122 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 759

Change-759 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 720

Change-720 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 444

Change-444 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 349

Change-349 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 195

Change-195 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 179

Change-179 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 169

Change-169 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 133

Change-133 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 28

Change-28 (-100%)

Value—

	Status
Cornerstone Wealth Management, LLC	INCREASED	164,369	141,126	+23,243	+16%	$12.3M	$13.8M	+$1.5M	2026-11-04
Key FInancial Inc	DECREASED	100,736	102,869	-2,133	-2%	$9.0M	$8.4M	-$523.9K	2026-11-02
Fidelity D & D Bancorp Inc	DECREASED	92,100	92,813	-713	-1%	$8.1M	$7.7M	-$371.2K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	90,322	91,292	-970	-1%	$8.0M	$7.6K	-$8.0M	2026-11-02
Assetmark, Inc	DECREASED	90,000	92,445	-2,445	-3%	$8.1M	$7.5M	-$515.1K	2026-10-21
Schwallier Wealth Management LLC	INCREASED	60,915	59,168	+1,747	+3%	$5.2M	$5.1M	-$52.1K	2026-11-05
Prism Advisors, Inc.	DECREASED	50,417	52,102	-1,685	-3%	$4.5M	$4.2M	-$309.0K	2026-10-09
Sagespring Wealth Partners, LLC	INCREASED	44,493	42,408	+2,085	+5%	$3.7M	$3.7M	+$32.5K	2026-10-22
Park Avenue Securities LLC	DECREASED	30,676	32,333	-1,657	-5%	$2.8M	$2.6K	-$2.8M	2026-10-26
Saxon Interests, Inc.	DECREASED	15,081	15,133	-52	0%	$1.3M	$1.3M	-$55.1K	2026-10-26
Commonwealth Equity Services, LLC	DECREASED	12,795	22,453	-9,658	-43%	$2.0M	$1.1M	-$884.9K	2026-11-02
Thrivent Financial for Lutherans	INCREASED	12,515	12,246	+269	+2%	$1.1M	$1.0M	-$19.0K	2026-11-05
Unique Wealth, LLC	INCREASED	9,788	9,479	+309	+3%	$826.3K	$820.4K	-$5.9K	2026-10-16
Accelerate Investment Advisors LLC	NEW	8,352	—	+8,352	—	—	$700.1K	—	2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group	INCREASED	7,490	7,278	+212	+3%	$634.5K	$627.8K	-$6.7K	2026-10-13
VestGen Advisors, LLC	DECREASED	7,034	8,222	-1,188	-14%	$716.8K	$589.6K	-$127.2K	2026-10-27
Dominguez Wealth Management Solutions, Inc.	DECREASED	6,552	6,610	-58	-1%	$576.2K	$549.2K	-$27.0K	2026-10-07
MassMutual Private Wealth & Trust, FSB	DECREASED	6,467	7,054	-587	-8%	$614.9K	$542.1K	-$72.9K	2026-10-05
IFP Advisors, Inc	INCREASED	5,871	5,684	+187	+3%	$495.5K	$492.1K	-$3.4K	2026-10-16
Ascentis Independent Advisors	NEW	5,108	—	+5,108	—	—	$428.3K	—	2026-11-03
Lockerman Financial Group, Inc.	DECREASED	4,688	4,827	-139	-3%	$420.8K	$392.9K	-$27.8K	2026-10-19
Lake Street Private Wealth, LLC	DECREASED	4,501	4,525	-24	-1%	$394.5K	$377.3K	-$17.2K	2026-10-22
Farther Finance Advisors, LLC	INCREASED	4,422	4,399	+23	+1%	$383.4K	$370.6K	-$12.8K	2026-10-08
Ascent Group, LLC	DECREASED	4,331	4,426	-95	-2%	$385.8K	$363.0K	-$22.8K	2026-10-30
Eagle Wealth Strategies LLC	NEW	3,383	—	+3,383	—	—	$283.6K	—	2026-10-20
Elevation Wealth Management LLC	INCREASED	3,356	3,354	+2	+0%	$292.4K	$281.3K	-$11.1K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	2,798	2,501	+297	+12%	$211.2K	$234.9K	+$23.8K	2026-10-13
AdvisorNet Financial, Inc	INCREASED	2,501	2,356	+145	+6%	$205.4K	$205.5K	+$73	2026-10-15
Luts & Greenleigh Group, Inc.	INCREASED	2,422	2,307	+115	+5%	$201.1K	$203.0K	+$1.9K	2026-11-05
Private Trust Co NA	INCREASED	2,420	2,012	+408	+20%	$175.4K	$202.8K	+$27.4K	2026-10-20
3Chopt Investment Partners, LLC	INCREASED	2,293	2,267	+26	+1%	$197.6K	$192.2K	-$5.4K	2026-10-30
Richardson Financial Services Inc.	INCREASED	1,401	1,372	+29	+2%	$119.6K	$117.4K	-$2.2K	2026-10-30
Capital Investment Advisory Services, LLC	INCREASED	768	765	+3	+0%	$66.7K	$64.6K	-$2.1K	2026-10-30
Cordgrass Capital Advisors, LLC	INCREASED	251	248	+3	+1%	$21.6K	$21.0K	-$580	2026-10-30
Horizon Financial Services, LLC	NEW	135	—	+135	—	—	$11.3K	—	2026-11-04
Noble Wealth Management PBC	UNCHANGED	41	41	0	0%	$3.6K	$3.4K	-$137	2026-10-01
Fifth Third Bancorp	UNCHANGED	41	41	0	0%	$3.6K	$3.4K	-$137	2026-11-05
Godsey & Gibb, Inc	UNCHANGED	39	39	0	0%	$3.4K	$3.3K	-$131	2026-10-14
Bare Financial Services, Inc	NEW	32	—	+32	—	—	$2.7K	—	2026-11-04
Latitude Advisors, LLC	NEW	24	—	+24	—	—	$2.0K	—	2026-10-27
MJT & Associates Financial Advisory Group, Inc.	NEW	24	—	+24	—	—	$2.0K	—	2026-10-07
US Bancorp \de\	NEW	19	—	+19	—	—	$1.6K	—	2026-11-05
Nemes Rush Group LLC	NEW	10	—	+10	—	—	$838	—	2026-11-04
Halbert Hargrove Global Advisors, LLC	UNCHANGED	2	2	0	0%	$175	$168	-$7	2026-10-16
A4 Wealth Advisors LLC	CLOSED	0	29,248	-29,248	-100%	$2.5M	$0	-$2.5M	2026-10-20
Concurrent Investment Advisors, LLC	CLOSED	0	3,736	-3,736	-100%	$325.7K	$0	-$325.7K	2026-10-16
Amplius Wealth Advisors, LLC	CLOSED	0	2,879	-2,879	-100%	$251.0K	$0	-$251.0K	2026-10-20
Firethorn Wealth Partners, LLC	CLOSED	0	2,495	-2,495	-100%	$217.5K	$0	-$217.5K	2026-10-14
Cornerstone Planning Group LLC	CLOSED	0	88	-88	-100%	$7.3K	$0	-$7.3K	2026-10-16
LPL Financial LLC	N/A	—	816,714	-816,714	-100%	$71.2M	—	—	—
Bank of America Corp	N/A	—	654,379	-654,379	-100%	$57.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	345,588	-345,588	-100%	$29.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	313,705	-313,705	-100%	$27.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	280,224	-280,224	-100%	$24.4M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	212,913	-212,913	-100%	$18.6M	—	—	—
First American Trust, FSB	N/A	—	200,823	-200,823	-100%	$17.5M	—	—	—
Cetera Investment Advisers	N/A	—	184,479	-184,479	-100%	$16.1M	—	—	—
JPMorgan Chase & Co	N/A	—	124,207	-124,207	-100%	$10.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	51,663	-51,663	-100%	$4.5M	—	—	—
UBS Asset Management Americas LLC	N/A	—	50,474	-50,474	-100%	$4.4M	—	—	—
Raymond James Financial Inc	N/A	—	50,187	-50,187	-100%	$4.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	44,795	-44,795	-100%	$3.9M	—	—	—
Natixis Advisors, LLC	N/A	—	38,574	-38,574	-100%	$3.4M	—	—	—
MML Investors Services, LLC	N/A	—	36,999	-36,999	-100%	$3.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	30,838	-30,838	-100%	$2.7M	—	—	—
Abound Financial, LLC	N/A	—	24,334	-24,334	-100%	$2.1M	—	—	—
Merit Financial Group, LLC	N/A	—	19,192	-19,192	-100%	$1.7M	—	—	—
Stifel Financial Corp	N/A	—	19,106	-19,106	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	15,779	-15,779	-100%	$1.4M	—	—	—
Sanctuary Advisors, LLC	N/A	—	14,532	-14,532	-100%	$1.3M	—	—	—
Hopwood Nicholas Hunter	N/A	—	12,750	-12,750	-100%	$1.1M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	10,584	-10,584	-100%	$922.7K	—	—	—
Cerity Partners LLC	N/A	—	10,240	-10,240	-100%	$893.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	9,703	-9,703	-100%	$845.9K	—	—	—
Private Advisor Group, LLC	N/A	—	9,675	-9,675	-100%	$843.4K	—	—	—
Morgan Stanley	N/A	—	8,006	-8,006	-100%	$698.0K	—	—	—
Jane Street Group, LLC	N/A	—	6,102	-6,102	-100%	$531.9K	—	—	—
Tidemark, LLC	N/A	—	5,562	-5,562	-100%	$484.8K	—	—	—
Wayfinding Financial, LLC	N/A	—	4,952	-4,952	-100%	$431.0K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	4,938	-4,938	-100%	$430.5K	—	—	—
Freedom Investment Management, Inc.	N/A	—	4,602	-4,602	-100%	$401.2K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	3,445	-3,445	-100%	$300.3K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	3,395	-3,395	-100%	$296.0K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	3,101	-3,101	-100%	$270.3K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,032	-3,032	-100%	$264.3K	—	—	—
Citadel Advisors LLC	N/A	—	2,925	-2,925	-100%	$255.0K	—	—	—
Bedel Financial Consulting, Inc.	N/A	—	2,899	-2,899	-100%	$252.7K	—	—	—
GeoWealth Management, LLC	N/A	—	2,175	-2,175	-100%	$189.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,897	-1,897	-100%	$165.4K	—	—	—
UBS Group AG	N/A	—	1,122	-1,122	-100%	$97.8K	—	—	—
Wells Fargo & Company	N/A	—	759	-759	-100%	$66.2K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	720	-720	-100%	$61.3K	—	—	—
Capital Analysts, LLC	N/A	—	444	-444	-100%	$39.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	349	-349	-100%	$30.4K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	195	-195	-100%	$17.0K	—	—	—
UMB Bank, n.a.	N/A	—	179	-179	-100%	$15.6K	—	—	—
Harbour Investments, Inc.	N/A	—	169	-169	-100%	$14.7K	—	—	—
Orion Capital Management LLC	N/A	—	133	-133	-100%	$11.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	105	-105	-100%	$9.2K	—	—	—
Kerr Financial Planning Corp	N/A	—	28	-28	-100%	$2.4K	—	—	—

Showing 100 of 100 institutions