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Alerian Energy Infrastructur (ENFR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares419,510 from 389,363
Change+30,147 (+8%)
Value$15.4M (+$540.3K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares150,666 from 142,363
Change+8,303 (+6%)
Value$5.5M (+$97.9K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
DECREASED
Shares94,200 from 97,339
Change-3,139 (-3%)
Value$3.6M (-$72.3K)
Filed 2026-10-09
Congress Asset Management Co
NEW
Shares92,527
Change+92,527
Value$92.5K
Filed 2026-10-06
Kraematon Investment Advisors, Inc
INCREASED
Shares64,904 from 62,444
Change+2,460 (+4%)
Value$2.4M (-$385)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares60,446 from 61,311
Change-865 (-1%)
Value$2.3M (-$77.1K)
Filed 2026-10-13
Keystone Financial Group, Inc.
INCREASED
Shares59,196 from 6,883
Change+52,313 (+760%)
Value$2.2M (+$1.9M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares58,590 from 45,530
Change+13,060 (+29%)
Value$2.1M (+$412.0K)
Filed 2026-11-02
Tenzing Financial LLC
INCREASED
Shares55,151 from 53,034
Change+2,117 (+4%)
Value$2.1M (+$99.6K)
Filed 2026-11-03
Valen Private Capital, LLC
NEW
Shares52,026
Change+52,026
Value$1.9M
Filed 2026-10-23
XML Financial, LLC
DECREASED
Shares46,932 from 47,146
Change-214 (0%)
Value$1.7M (-$76.2K)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
INCREASED
Shares44,683 from 43,333
Change+1,350 (+3%)
Value$1.6M (-$13.4K)
Filed 2026-10-20
Meixler Investment Management, Ltd.
NEW
Shares43,749
Change+43,749
Value$1.6M
Filed 2026-11-03
Mills Wealth Advisors LLC
DECREASED
Shares42,309 from 42,428
Change-119 (0%)
Value$1.6M (-$65.6K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED
Shares38,858 from 38,643
Change+215 (+1%)
Value$1.4M (-$48.2K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares37,394 from 11,117
Change+26,277 (+236%)
Value$1.4M (+$946.9K)
Filed 2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED
Shares34,767 from 34,931
Change-164 (0%)
Value$1.3M (-$56.7K)
Filed 2026-10-28
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares28,994 from 28,994
Change0 (0%)
Value$1.1M (-$42.0K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
INCREASED
Shares27,352 from 26,992
Change+360 (+1%)
Value$1.0M (-$26.0K)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares24,852 from 24,829
Change+23 (+0%)
Value$910.8K (-$35.2K)
Filed 2026-10-28
Sanders Morris Harris LLC
NEW
Shares20,000
Change+20,000
Value$747.2K
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares19,932 from 19,269
Change+663 (+3%)
Value$730.5K (-$3.6K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares17,735 from 24,080
Change-6,345 (-26%)
Value$650.0K (-$267.5K)
Filed 2026-10-15
Artesa Financial Group, LLC
INCREASED
Shares16,482 from 8,485
Change+7,997 (+94%)
Value$604.1K (+$280.8K)
Filed 2026-10-29
Puff Wealth Management, LLC
INCREASED
Shares15,710 from 13,254
Change+2,456 (+19%)
Value$575.8K (+$70.8K)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED
Shares15,688 from 15,572
Change+116 (+1%)
Value$575.0K (-$18.3K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares15,378 from 14,722
Change+656 (+4%)
Value$563.6K (+$2.7K)
Filed 2026-11-05
10Elms LLP
DECREASED
Shares14,604 from 16,742
Change-2,138 (-13%)
Value$535.2K (-$102.6K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares13,775 from 13,737
Change+38 (+0%)
Value$504.8K (-$18.5K)
Filed 2026-11-05
Venture Visionary Partners LLC
NEW
Shares12,867
Change+12,867
Value$471.6K
Filed 2026-10-07
Sowell Financial Services LLC
DECREASED
Shares11,054 from 11,192
Change-138 (-1%)
Value$405.1K (-$21.3K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED
Shares9,183 from 10,660
Change-1,477 (-14%)
Value$336.5K (-$69.6K)
Filed 2026-10-26
D.A. Davidson & Co.
DECREASED
Shares8,550 from 12,850
Change-4,300 (-33%)
Value$313.4K (-$176.2K)
Filed 2026-10-28
Miller Howard Investments Inc
NEW
Shares8,473
Change+8,473
Value$310.5K
Filed 2026-10-26
Kestra Advisory Services, LLC
DECREASED
Shares8,447 from 9,776
Change-1,329 (-14%)
Value$309.6K (-$62.9K)
Filed 2026-11-02
Bulwark Capital Corp
UNCHANGED
Shares8,255 from 8,255
Change0 (0%)
Value$302.5K (-$12.0K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares8,113 from 5,985
Change+2,128 (+36%)
Value$297.3K (+$69.3K)
Filed 2026-10-28
Northwest Wealth Management, LLC
DECREASED
Shares7,926 from 8,542
Change-616 (-7%)
Value$290.5K (-$35.0K)
Filed 2026-10-30
Keudell ison Wealth Management
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$247.4K (-$9.8K)
Filed 2026-10-16
Bright Futures Wealth Management, Llc.
INCREASED
Shares6,691 from 6,640
Change+51 (+1%)
Value$245.2K (-$7.8K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
NEW
Shares5,979
Change+5,979
Value$222.1K
Filed 2026-11-04
LVW Advisors, LLC
DECREASED
Shares5,889 from 6,235
Change-346 (-6%)
Value$215.8K (-$21.7K)
Filed 2026-10-19
Fermata Advisors, LLC
DECREASED
Shares5,806 from 10,482
Change-4,676 (-45%)
Value$212.8K (-$186.6K)
Filed 2026-10-13
Visionary Wealth Advisors
NEW
Shares5,565
Change+5,565
Value$204.0K
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares5,311 from 5,293
Change+18 (+0%)
Value$194.6K (-$7.0K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares4,828 from 4,828
Change0 (0%)
Value$184.0K ($0)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares4,758
Change+4,758
Value$174.4K
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares4,589 from 3,588
Change+1,001 (+28%)
Value$168.2K (+$31.5K)
Filed 2026-11-06
Valley National Advisers Inc
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$114.7K (-$4.5K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,502 from 2,613
Change-111 (-4%)
Value$91.7K (-$7.9K)
Filed 2026-11-03
EPG Wealth Management LLC
UNCHANGED
Shares1,684 from 1,684
Change0 (0%)
Value$61.7K (-$2.4K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$38.0K (-$1.0K)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares540
Change+540
Value$19.8K
Filed 2026-10-09
Spire Wealth Management
INCREASED
Shares524 from 519
Change+5 (+1%)
Value$19.2K (-$567)
Filed 2026-10-30
Farther Finance Advisors, LLC
NEW
Shares500
Change+500
Value$18.3K
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$18.3K (-$725)
Filed 2026-10-15
Triumph Capital Management
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$12.0K (-$476)
Filed 2026-10-14
Strengthening Families & Communities, LLC
DECREASED
Shares326 from 916
Change-590 (-64%)
Value$11.9K (-$23.0K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares310 from 307
Change+3 (+1%)
Value$11 (-$1)
Filed 2026-10-02
Covestor Ltd
DECREASED
Shares246 from 254
Change-8 (-3%)
Value$9.0K (+$9.0K)
Filed 2026-10-30
GoalVest Advisory LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$8.4K (-$333)
Filed 2026-10-02
Rossby Financial, LCC
NEW
Shares125
Change+125
Value$4.6K
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$4.3K (-$171)
Filed 2026-10-15
Assetmark, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$367 (-$14)
Filed 2026-10-21
GFS Advisors, LLC
CLOSED
Shares0 from 13,500
Change-13,500 (-100%)
Value$0 (-$80.0K)
Filed 2026-11-03
Prospera Financial Services Inc
CLOSED
Shares0 from 13,105
Change-13,105 (-100%)
Value$0 (-$499.3K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 1,247
Change-1,247 (-100%)
Value$0 (-$47.0K)
Filed 2026-10-16
Raymond James Financial Inc
N/A
Shares— from 584,387
Change-584,387 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 500,813
Change-500,813 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 389,675
Change-389,675 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 356,235
Change-356,235 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 252,052
Change-252,052 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 249,802
Change-249,802 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 212,479
Change-212,479 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 203,211
Change-203,211 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 190,492
Change-190,492 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 185,174
Change-185,174 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 151,816
Change-151,816 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 115,428
Change-115,428 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 111,189
Change-111,189 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 107,865
Change-107,865 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 100,117
Change-100,117 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 97,898
Change-97,898 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 96,419
Change-96,419 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 87,894
Change-87,894 (-100%)
Value—
UBS Group AG
N/A
Shares— from 76,305
Change-76,305 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 70,212
Change-70,212 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 68,131
Change-68,131 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 56,064
Change-56,064 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 51,121
Change-51,121 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 49,690
Change-49,690 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 34,180
Change-34,180 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 32,408
Change-32,408 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 27,652
Change-27,652 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 25,259
Change-25,259 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 25,230
Change-25,230 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 25,214
Change-25,214 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 24,854
Change-24,854 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,617
Change-24,617 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,629
Change-19,629 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 19,573
Change-19,573 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 16,313
Change-16,313 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 15,384
Change-15,384 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,507
Change-14,507 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,368
Change-14,368 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,125
Change-12,125 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,133
Change-10,133 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,933
Change-9,933 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9,345
Change-9,345 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,913
Change-8,913 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,576
Change-8,576 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,197
Change-8,197 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,060
Change-8,060 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,382
Change-7,382 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,382
Change-7,382 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 7,316
Change-7,316 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 584
Change-584 (-100%)
Value—
Blair William & Co
N/A
Shares— from 475
Change-475 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 278
Change-278 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 96
Change-96 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Status
LPL Financial LLC
INCREASED419,510389,363+30,147+8%$14.8M$15.4M+$540.3K2026-11-06
Independent Financial Group, LLC
INCREASED150,666142,363+8,303+6%$5.4M$5.5M+$97.9K2026-10-13
Castle Rock Wealth Management, LLC
DECREASED94,20097,339-3,139-3%$3.7M$3.6M-$72.3K2026-10-09
Congress Asset Management Co
NEW92,527—+92,527——$92.5K—2026-10-06
Kraematon Investment Advisors, Inc
INCREASED64,90462,444+2,460+4%$2.4M$2.4M-$3852026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED60,44661,311-865-1%$2.4M$2.3M-$77.1K2026-10-13
Keystone Financial Group, Inc.
INCREASED59,1966,883+52,313+760%$262.2K$2.2M+$1.9M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED58,59045,530+13,060+29%$1.7M$2.1M+$412.0K2026-11-02
Tenzing Financial LLC
INCREASED55,15153,034+2,117+4%$2.0M$2.1M+$99.6K2026-11-03
Valen Private Capital, LLC
NEW52,026—+52,026——$1.9M—2026-10-23
XML Financial, LLC
DECREASED46,93247,146-2140%$1.8M$1.7M-$76.2K2026-10-29
Tcfg Investment Advisors, LLC
INCREASED44,68343,333+1,350+3%$1.7M$1.6M-$13.4K2026-10-20
Meixler Investment Management, Ltd.
NEW43,749—+43,749——$1.6M—2026-11-03
Mills Wealth Advisors LLC
DECREASED42,30942,428-1190%$1.6M$1.6M-$65.6K2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED38,85838,643+215+1%$1.5M$1.4M-$48.2K2026-10-15
Commonwealth Equity Services, LLC
INCREASED37,39411,117+26,277+236%$423.6K$1.4M+$946.9K2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED34,76734,931-1640%$1.3M$1.3M-$56.7K2026-10-28
Rainey & Randall Wealth Advisors Inc.
UNCHANGED28,99428,99400%$1.1M$1.1M-$42.0K2026-10-26
Dynamic Advisor Solutions LLC
INCREASED27,35226,992+360+1%$1.0M$1.0M-$26.0K2026-10-13
Choreo, LLC
INCREASED24,85224,829+23+0%$946.0K$910.8K-$35.2K2026-10-28
Sanders Morris Harris LLC
NEW20,000—+20,000——$747.2K—2026-10-14
Compound Planning, Inc.
INCREASED19,93219,269+663+3%$734.2K$730.5K-$3.6K2026-11-05
Atria Investments, Inc
DECREASED17,73524,080-6,345-26%$917.4K$650.0K-$267.5K2026-10-15
Artesa Financial Group, LLC
INCREASED16,4828,485+7,997+94%$323.3K$604.1K+$280.8K2026-10-29
Puff Wealth Management, LLC
INCREASED15,71013,254+2,456+19%$505.0K$575.8K+$70.8K2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED15,68815,572+116+1%$593.3K$575.0K-$18.3K2026-10-16
Fifth Third Bancorp
INCREASED15,37814,722+656+4%$560.9K$563.6K+$2.7K2026-11-05
10Elms LLP
DECREASED14,60416,742-2,138-13%$637.9K$535.2K-$102.6K2026-11-06
Bank of New York Mellon Corp
INCREASED13,77513,737+38+0%$523.4K$504.8K-$18.5K2026-11-05
Venture Visionary Partners LLC
NEW12,867—+12,867——$471.6K—2026-10-07
Sowell Financial Services LLC
DECREASED11,05411,192-138-1%$426.4K$405.1K-$21.3K2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED9,18310,660-1,477-14%$406.1K$336.5K-$69.6K2026-10-26
D.A. Davidson & Co.
DECREASED8,55012,850-4,300-33%$489.6K$313.4K-$176.2K2026-10-28
Miller Howard Investments Inc
NEW8,473—+8,473——$310.5K—2026-10-26
Kestra Advisory Services, LLC
DECREASED8,4479,776-1,329-14%$372.5K$309.6K-$62.9K2026-11-02
Bulwark Capital Corp
UNCHANGED8,2558,25500%$314.5K$302.5K-$12.0K2026-10-13
MGO One Seven LLC
INCREASED8,1135,985+2,128+36%$228.0K$297.3K+$69.3K2026-10-28
Northwest Wealth Management, LLC
DECREASED7,9268,542-616-7%$325.5K$290.5K-$35.0K2026-10-30
Keudell ison Wealth Management
UNCHANGED6,7506,75000%$257.2K$247.4K-$9.8K2026-10-16
Bright Futures Wealth Management, Llc.
INCREASED6,6916,640+51+1%$253.0K$245.2K-$7.8K2026-10-23
Allspring Global Investments Holdings, LLC
NEW5,979—+5,979——$222.1K—2026-11-04
LVW Advisors, LLC
DECREASED5,8896,235-346-6%$237.6K$215.8K-$21.7K2026-10-19
Fermata Advisors, LLC
DECREASED5,80610,482-4,676-45%$399.4K$212.8K-$186.6K2026-10-13
Visionary Wealth Advisors
NEW5,565—+5,565——$204.0K—2026-11-04
IFP Advisors, Inc
INCREASED5,3115,293+18+0%$201.7K$194.6K-$7.0K2026-10-16
Allworth Financial LP
UNCHANGED4,8284,82800%$184.0K$184.0K$02026-11-06
Latitude Advisors, LLC
NEW4,758—+4,758——$174.4K—2026-10-27
PNC Financial Services Group, Inc.
INCREASED4,5893,588+1,001+28%$136.7K$168.2K+$31.5K2026-11-06
Valley National Advisers Inc
UNCHANGED3,1303,13000%$119.3K$114.7K-$4.5K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED2,5022,613-111-4%$99.6K$91.7K-$7.9K2026-11-03
EPG Wealth Management LLC
UNCHANGED1,6841,68400%$64.2K$61.7K-$2.4K2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED1,0301,03000%$39.0K$38.0K-$1.0K2026-10-27
GK Wealth Management LLC
NEW540—+540——$19.8K—2026-10-09
Spire Wealth Management
INCREASED524519+5+1%$19.8K$19.2K-$5672026-10-30
Farther Finance Advisors, LLC
NEW500—+500——$18.3K—2026-10-08
Moisand Fitzgerald Tamayo, LLC
UNCHANGED50050000%$19.1K$18.3K-$7252026-10-15
Triumph Capital Management
UNCHANGED32832800%$12.5K$12.0K-$4762026-10-14
Strengthening Families & Communities, LLC
DECREASED326916-590-64%$34.9K$11.9K-$23.0K2026-10-21
CX Institutional
INCREASED310307+3+1%$12$11-$12026-10-02
Covestor Ltd
DECREASED246254-8-3%$10$9.0K+$9.0K2026-10-30
GoalVest Advisory LLC
UNCHANGED23023000%$8.8K$8.4K-$3332026-10-02
Rossby Financial, LCC
NEW125—+125——$4.6K—2026-11-05
Wolff Wiese Magana LLC
UNCHANGED11811800%$4.5K$4.3K-$1712026-10-15
Assetmark, Inc
UNCHANGED101000%$381$367-$142026-10-21
GFS Advisors, LLC
CLOSED013,500-13,500-100%$80.0K$0-$80.0K2026-11-03
Prospera Financial Services Inc
CLOSED013,105-13,105-100%$499.3K$0-$499.3K2026-11-04
TD Waterhouse Canada Inc.
CLOSED01,247-1,247-100%$47.0K$0-$47.0K2026-10-16
Raymond James Financial Inc
N/A—584,387-584,387-100%$22.3M———
Morgan Stanley
N/A—500,813-500,813-100%$19.1M———
Wells Fargo & Company
N/A—389,675-389,675-100%$14.8M———
Gross & Hartman Investments LLC
N/A—356,235-356,235-100%$13.6M———
Safe Harbor Family Capital, LLC
N/A—252,052-252,052-100%$9.6M———
Advisors Asset Management, Inc.
N/A—249,802-249,802-100%$9.5M———
HighTower Advisors, LLC
N/A—212,479-212,479-100%$8.1M———
Goldman Sachs Group Inc
N/A—203,211-203,211-100%$7.7M———
Bank of America Corp
N/A—190,492-190,492-100%$7.3M———
Mariner, LLC
N/A—185,174-185,174-100%$7.1M———
Ameriprise Financial Inc
N/A—151,816-151,816-100%$5.8M———
Osaic Holdings, Inc.
N/A—115,428-115,428-100%$4.4M———
Brasada Capital Management, LP
N/A—111,189-111,189-100%$4.2M———
Aspire Capital Advisors LLC
N/A—107,865-107,865-100%$4.1M———
Private Wealth Advisors, LLC
N/A—100,117-100,117-100%$3.8M———
Envestnet Asset Management Inc
N/A—97,898-97,898-100%$3.7M———
Stifel Financial Corp
N/A—96,419-96,419-100%$3.7M———
Cetera Investment Advisers
N/A—87,894-87,894-100%$3.3M———
UBS Group AG
N/A—76,305-76,305-100%$2.9M———
Arax Advisory Partners
N/A—70,212-70,212-100%$2.7M———
Sanctuary Advisors, LLC
N/A—68,131-68,131-100%$2.6M———
Beacon Pointe Advisors, LLC
N/A—56,064-56,064-100%$2.1M———
TFO Wealth Partners, LLC
N/A—51,121-51,121-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—49,690-49,690-100%$1.9M———
Astoria Portfolio Advisors Llc.
N/A—34,180-34,180-100%$1.3M———
Greenline Partners, LLC
N/A—32,408-32,408-100%$1.2M———
NewEdge Advisors, LLC
N/A—27,652-27,652-100%$1.1M———
Wealthfront Advisers LLC
N/A—25,259-25,259-100%$962.4K———
IHT Wealth Management, LLC
N/A—25,230-25,230-100%$961.2K———
Dakota Wealth Management
N/A—25,214-25,214-100%$960.7K———
GTS Securities LLC
N/A—24,854-24,854-100%$946.9K———
Citadel Advisors LLC
N/A—24,617-24,617-100%$937.9K———
Windsor Advisory Group, LLC
N/A—23,000-23,000-100%$876.3K———
Summit Financial, LLC
N/A—19,629-19,629-100%$747.9K———
WNY Asset Management, LLC
N/A—19,573-19,573-100%$745.7K———
Fielder Capital Group LLC
N/A—16,313-16,313-100%$621.5K———
CIBC Bancorp USA Inc.
N/A—15,384-15,384-100%$586.1K———
Mercer Global Advisors Inc
N/A—14,507-14,507-100%$552.7K———
Envision Financial Transparency, LLC
N/A—14,400-14,400-100%$548.6K———
Private Advisor Group, LLC
N/A—14,368-14,368-100%$547.4K———
Cresset Asset Management, LLC
N/A—12,125-12,125-100%$462.0K———
Rothschild Wealth LLC
N/A—10,240-10,240-100%$390.1K———
MAI Capital Management
N/A—10,133-10,133-100%$386.1K———
Insigneo Advisory Services, LLC
N/A—9,933-9,933-100%$378.4K———
Jones Financial Companies Lllp
N/A—9,345-9,345-100%$362.8K———
Royal Bank of Canada
N/A—8,913-8,913-100%$340.0K———
Focus Partners Advisor Solutions, LLC
N/A—8,576-8,576-100%$326.7K———
AQR Capital Management LLC
N/A—8,197-8,197-100%$312.3K———
MML Investors Services, LLC
N/A—8,060-8,060-100%$307.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,382-7,382-100%$281.3K———
BFC Planning, Inc.
N/A—7,382-7,382-100%$281.3K———
Evolve Private Wealth, LLC
N/A—7,316-7,316-100%$278.7K———
Savvy Advisors, Inc.
N/A—6,631-6,631-100%$252.6K———
Norris Financial Group, LLC
N/A—5,525-5,525-100%$210.5K———
Susquehanna International Group, LLP
N/A—5,376-5,376-100%$204.8K———
BlackRock, Inc.
N/A—3,800-3,800-100%$144.8K———
Anchor Investment Management, LLC
N/A—3,376-3,376-100%$128.6K———
JPMorgan Chase & Co
N/A—3,272-3,272-100%$125.7K———
Mcguire Capital Advisors Inc
N/A—3,214-3,214-100%$122.5K———
FMR LLC
N/A—2,993-2,993-100%$114.0K———
Quantum Portfolio Management LLC
N/A—2,804-2,804-100%$106.8K———
Index Technologies Group LLC
N/A—2,283-2,283-100%$87.0K———
Fiduciary Financial Advisors
N/A—1,727-1,727-100%$65.8K———
Medallion Wealth Advisors, LLC
N/A—1,350-1,350-100%$51.4K———
Steward Partners Investment Advisory, LLC
N/A—1,200-1,200-100%$45.7K———
O'shaughnessy Asset Management, LLC
N/A—1,131-1,131-100%$43.1K———
Innovative Asset Advisors Group, LLC
N/A—1,100-1,100-100%$41.9K———
ST Germain D J Co Inc
N/A—584-584-100%$22.3K———
Blair William & Co
N/A—475-475-100%$18.1K———
Horizon Kinetics Asset Management LLC
N/A—465-465-100%$17.7K———
SHP Wealth Management
N/A—278-278-100%$10.6K———
Global Retirement Partners, LLC
N/A—273-273-100%$10.4K———
Geneos Wealth Management Inc.
N/A—140-140-100%$5.3K———
Bogart Wealth, LLC
N/A—110-110-100%$4.2K———
Northwestern Mutual Wealth Management Co
N/A—96-96-100%$3.7K———
IFG Advisory, LLC
N/A—42-42-100%$1.6K———
Showing 143 of 143 institutions