BNY Mellon US LRG Cap COR (BKLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Rpoa Advisors, Inc.

INCREASED

Shares30,295,291 from 10,957,162

Change+19,338,129 (+176%)

Value$1.5B (-$90.9M)

Filed 2026-10-19

Bank of New York Mellon Corp

INCREASED

Shares5,420,021 from 1,798,540

Change+3,621,481 (+201%)

Value$264.8M (+$6.9M)

Filed 2026-11-05

Sentinel Pension Advisors, LLC

INCREASED

Shares3,173,430 from 3,089,007

Change+84,423 (+3%)

Value$155.1M (+$8.4M)

Filed 2026-11-02

Cornerstone Advisors Asset Management, LLC

INCREASED

Shares1,329,483 from 7,501

Change+1,321,982 (+17624%)

Value$65.0M (+$63.9M)

Filed 2026-11-06

Woodard & Co Asset Management Group Inc

INCREASED

Shares1,072,400 from 390,319

Change+682,081 (+175%)

Value$52.4M (-$3.6M)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares1,025,439 from 367,942

Change+657,497 (+179%)

Value$50.1M (-$2.7M)

Filed 2026-11-06

Elevation Point Wealth Partners, LLC

INCREASED

Shares879,936 from 11,580

Change+868,356 (+7499%)

Value$43.0M (+$41.3M)

Filed 2026-11-05

WealthBridge Capital Management, LLC

INCREASED

Shares479,096 from 155,823

Change+323,273 (+207%)

Value$23.4M (+$1.1M)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares462,399 from 152,466

Change+309,933 (+203%)

Value$22.6M (+$730.8K)

Filed 2026-11-02

MGO One Seven LLC

INCREASED

Shares441,659 from 146,767

Change+294,892 (+201%)

Value$21.6M (+$534.5K)

Filed 2026-10-28

Carolina Wealth Advisors, LLC

INCREASED

Shares388,536 from 118,144

Change+270,392 (+229%)

Value$19.0M (+$2.0M)

Filed 2026-10-23

Vaquero Private Wealth, LTD

INCREASED

Shares357,005 from 126,339

Change+230,666 (+183%)

Value$17.4M (-$672.4K)

Filed 2026-10-27

Advisors Preferred, LLC

INCREASED

Shares268,929 from 89,643

Change+179,286 (+200%)

Value$13.2M (+$423.1K)

Filed 2026-11-09

Davenport & Co LLC

INCREASED

Shares203,375 from 47,477

Change+155,898 (+328%)

Value$9.9M (+$3.1M)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares183,174 from 50,408

Change+132,766 (+263%)

Value$8.9M (+$1.7M)

Filed 2026-10-16

Belpointe Asset Management LLC

NEW

Shares181,639

Change+181,639

Value$8.9M

Filed 2026-11-09

Fortis Capital Advisors, LLC

NEW

Shares177,514

Change+177,514

Value$8.7M

Filed 2026-11-09

Park Avenue Securities LLC

INCREASED

Shares129,975 from 37,418

Change+92,557 (+247%)

Value$6.4M (+$986.0K)

Filed 2026-10-26

Wealth Forward, LLC

INCREASED

Shares78,033 from 35,865

Change+42,168 (+118%)

Value$3.8M (-$1.3M)

Filed 2026-10-14

Symphony Financial, Ltd. Co.

INCREASED

Shares65,184 from 22,695

Change+42,489 (+187%)

Value$3.2M (-$28.3K)

Filed 2026-10-22

David Kennon Inc

INCREASED

Shares61,250 from 20,115

Change+41,135 (+205%)

Value$3.0M (+$108.4K)

Filed 2026-10-13

Sigma Planning Corp

INCREASED

Shares60,965 from 20,942

Change+40,023 (+191%)

Value$3.0M (-$24.1K)

Filed 2026-10-23

Wealth Group Ltd

INCREASED

Shares46,598 from 14,058

Change+32,540 (+231%)

Value$2.3M (+$278.2K)

Filed 2026-10-07

Andina Capital Management, LLC

INCREASED

Shares42,120 from 9,976

Change+32,144 (+322%)

Value$2.1M (+$627.5K)

Filed 2026-10-21

Silver OAK Securities, Incorporated

NEW

Shares37,770

Change+37,770

Value$1.8M

Filed 2026-11-09

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares35,252 from 11,067

Change+24,185 (+219%)

Value$1.7M (+$143.1K)

Filed 2026-10-13

Collective Family Office LLC

INCREASED

Shares33,548 from 11,657

Change+21,891 (+188%)

Value$1.6M (-$32.3K)

Filed 2026-10-05

Stiles Financial Services Inc

INCREASED

Shares33,050 from 11,474

Change+21,576 (+188%)

Value$1.6M (-$30.4K)

Filed 2026-10-30

GenTrust, LLC

INCREASED

Shares29,463 from 24,351

Change+5,112 (+21%)

Value$1.4M (-$2.1M)

Filed 2026-11-06

Herold Advisors, Inc.

INCREASED

Shares28,760 from 11,174

Change+17,586 (+157%)

Value$1.4M (-$197.8K)

Filed 2026-10-19

Single Point Partners, LLC

INCREASED

Shares27,498 from 9,142

Change+18,356 (+201%)

Value$1.3M (+$35.8K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares24,199 from 8,380

Change+15,819 (+189%)

Value$1.2M (-$19.3K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares23,182 from 2,875

Change+20,307 (+706%)

Value$1.1M (+$721.0K)

Filed 2026-11-02

Lantern Wealth Advisors, LLC

INCREASED

Shares21,363 from 6,890

Change+14,473 (+210%)

Value$1.0M (+$55.9K)

Filed 2026-10-22

Krilogy Financial LLC

INCREASED

Shares20,853 from 6,968

Change+13,885 (+199%)

Value$1.0M (+$39.1K)

Filed 2026-10-13

Western Wealth Management, LLC

INCREASED

Shares17,704 from 5,317

Change+12,387 (+233%)

Value$865.0K (+$102.6K)

Filed 2026-11-09

E6 Portfolios, LLC

INCREASED

Shares15,649 from 5,148

Change+10,501 (+204%)

Value$764.6K (+$26.4K)

Filed 2026-10-26

Penobscot Investment Management Company, Inc.

INCREASED

Shares14,247 from 4,749

Change+9,498 (+200%)

Value$696.1K (+$15.1K)

Filed 2026-10-26

Independent Financial Group, LLC

INCREASED

Shares13,683 from 4,146

Change+9,537 (+230%)

Value$668.6K (+$74.1K)

Filed 2026-10-13

Capital Investment Advisory Services, LLC

INCREASED

Shares12,631 from 4,211

Change+8,420 (+200%)

Value$617.1K (+$13.4K)

Filed 2026-10-30

Concurrent Investment Advisors, LLC

INCREASED

Shares12,094 from 5,986

Change+6,108 (+102%)

Value$590.9K (-$267.5K)

Filed 2026-10-16

Choreo, LLC

INCREASED

Shares11,208 from 3,925

Change+7,283 (+186%)

Value$547.6K (-$15.2K)

Filed 2026-10-28

Brighton Jones LLC

INCREASED

Shares9,417 from 3,139

Change+6,278 (+200%)

Value$460.1K (+$10.0K)

Filed 2026-11-03

Quadcap Wealth Management, LLC

INCREASED

Shares9,228 from 3,481

Change+5,747 (+165%)

Value$450.9K (-$48.2K)

Filed 2026-11-02

Accredited Investors Inc.

INCREASED

Shares9,210 from 3,070

Change+6,140 (+200%)

Value$450.0K (+$9.8K)

Filed 2026-11-03

626 Financial, LLC

INCREASED

Shares8,989 from 2,872

Change+6,117 (+213%)

Value$439.2K (+$27.5K)

Filed 2026-11-04

Outlook Wealth Advisors, LLC

INCREASED

Shares8,877 from 2,959

Change+5,918 (+200%)

Value$433.7K (+$9.4K)

Filed 2026-10-28

Keyes, Stange & Wooten Wealth Management, LLC

INCREASED

Shares8,871 from 2,957

Change+5,914 (+200%)

Value$433.4K (+$9.4K)

Filed 2026-11-03

Peterson Wealth Advisors, LLC

INCREASED

Shares8,800 from 2,928

Change+5,872 (+201%)

Value$430.0K (+$10.1K)

Filed 2026-10-08

Fiduciary Alliance LLC

INCREASED

Shares8,789 from 2,868

Change+5,921 (+206%)

Value$429.4K (+$18.2K)

Filed 2026-10-13

WealthCare Investment Partners, LLC

INCREASED

Shares8,667 from 2,882

Change+5,785 (+201%)

Value$423.5K (+$10.3K)

Filed 2026-11-05

Integrity Alliance, Llc.

INCREASED

Shares7,734 from 2,705

Change+5,029 (+186%)

Value$377.9K (-$10.0K)

Filed 2026-10-29

Kickstand Ventures, Llc.

INCREASED

Shares6,875 from 2,347

Change+4,528 (+193%)

Value$335.9K (-$623)

Filed 2026-11-09

Sowell Financial Services LLC

INCREASED

Shares6,795 from 2,265

Change+4,530 (+200%)

Value$332.0K (+$7.2K)

Filed 2026-10-23

HUB Investment Partners, LLC

INCREASED

Shares6,177 from 2,059

Change+4,118 (+200%)

Value$301.8K (+$6.6K)

Filed 2026-11-03

Tidemark, LLC

INCREASED

Shares5,988 from 1,991

Change+3,997 (+201%)

Value$292.6K (+$7.1K)

Filed 2026-11-09

Geneos Wealth Management Inc.

INCREASED

Shares5,841 from 1,947

Change+3,894 (+200%)

Value$285.4K (+$6.2K)

Filed 2026-11-09

Forvis Mazars Wealth Advisors, LLC

INCREASED

Shares5,658 from 1,886

Change+3,772 (+200%)

Value$276.5K (+$6.0K)

Filed 2026-10-13

Define Financial, LLC

INCREASED

Shares5,183 from 1,723

Change+3,460 (+201%)

Value$253.2K (+$6.2K)

Filed 2026-10-14

Y-Intercept (Hong Kong) Ltd

NEW

Shares5,071

Change+5,071

Value$247.8K

Filed 2026-10-16

BXM Wealth LLC

INCREASED

Shares4,350 from 1,405

Change+2,945 (+210%)

Value$212.5K (+$11.1K)

Filed 2026-11-03

Fifth Third Wealth Advisors LLC

INCREASED

Shares4,290 from 1,430

Change+2,860 (+200%)

Value$209.6K (+$4.6K)

Filed 2026-10-22

Balance Wealth Partners LLC

NEW

Shares3,198

Change+3,198

Value$156.3K

Filed 2026-10-27

Assetmark, Inc

INCREASED

Shares3,171 from 422

Change+2,749 (+651%)

Value$155.0K (+$94.4K)

Filed 2026-10-21

Triumph Capital Management

INCREASED

Shares2,400 from 800

Change+1,600 (+200%)

Value$117.3K (+$2.6K)

Filed 2026-10-14

Reap Financial Group, LLC

INCREASED

Shares2,280 from 760

Change+1,520 (+200%)

Value$111.4K (+$2.4K)

Filed 2026-11-02

Harbour Investments, Inc.

INCREASED

Shares2,198 from 775

Change+1,423 (+184%)

Value$107.4K (-$3.7K)

Filed 2026-11-09

Kings Path Partners LLC

INCREASED

Shares1,767 from 589

Change+1,178 (+200%)

Value$86.3K (+$1.9K)

Filed 2026-10-21

PNC Financial Services Group, Inc.

INCREASED

Shares1,638 from 589

Change+1,049 (+178%)

Value$80.0K (-$4.4K)

Filed 2026-11-06

Bessemer Group Inc

NEW

Shares1,500

Change+1,500

Value$73.0K

Filed 2026-11-09

Citigroup Inc

DECREASED

Shares1,338 from 3,864

Change-2,526 (-65%)

Value$65.4K (-$488.7K)

Filed 2026-11-04

Financial Management Professionals, Inc.

INCREASED

Shares1,152 from 384

Change+768 (+200%)

Value$56.3K (+$1.2K)

Filed 2026-10-23

Abound Wealth Management

INCREASED

Shares945 from 315

Change+630 (+200%)

Value$46.2K (+$1.0K)

Filed 2026-10-26

Cape Investment Advisory, Inc.

INCREASED

Shares750 from 250

Change+500 (+200%)

Value$36.6K (+$797)

Filed 2026-10-13

Ascentis Independent Advisors

NEW

Shares600

Change+600

Value$29.3K

Filed 2026-11-03

Key FInancial Inc

INCREASED

Shares417 from 139

Change+278 (+200%)

Value$20.4K (+$444)

Filed 2026-11-02

Noble Wealth Management PBC

INCREASED

Shares360 from 120

Change+240 (+200%)

Value$17.6K (+$383)

Filed 2026-10-01

Larson Financial Group LLC

DECREASED

Shares302 from 400

Change-98 (-24%)

Value$14.7K (-$42.6K)

Filed 2026-11-05

Rothwell Investment Advisors, LLC

NEW

Shares220

Change+220

Value$10.7K

Filed 2026-11-06

Parallel Advisors, LLC

INCREASED

Shares150 from 50

Change+100 (+200%)

Value$7.3K (+$159)

Filed 2026-11-03

Allworth Financial LP

NEW

Shares145

Change+145

Value$20.8K

Filed 2026-11-06

Simplex Trading, LLC

NEW

Shares132

Change+132

Value$6.4K

Filed 2026-11-04

Farther Finance Advisors, LLC

NEW

Shares3

Change+3

Value$149

Filed 2026-10-08

Arlington Trust Co LLC

CLOSED

Shares0 from 5,675

Change-5,675 (-100%)

Value$0 (-$813.7K)

Filed 2026-10-20

Oath Planning, LLC

CLOSED

Shares0 from 3,166

Change-3,166 (-100%)

Value$0 (-$453.9K)

Filed 2026-10-20

Creative Planning

CLOSED

Shares0 from 2,925

Change-2,925 (-100%)

Value$0 (-$419.5K)

Filed 2026-11-02

StoneX Group Inc.

CLOSED

Shares0 from 2,129

Change-2,129 (-100%)

Value$0 (-$295.0K)

Filed 2026-11-03

KMG Fiduciary Partners, LLC

CLOSED

Shares0 from 1,814

Change-1,814 (-100%)

Value$0 (-$260.1K)

Filed 2026-10-14

Watchman Group, Inc.

CLOSED

Shares0 from 1,653

Change-1,653 (-100%)

Value$0 (-$237.0K)

Filed 2026-10-16

Integrated Wealth Concepts LLC

N/A

Shares— from 2,945,201

Change-2,945,201 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,591,662

Change-1,591,662 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 815,965

Change-815,965 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 687,689

Change-687,689 (-100%)

Value—

Stadion Money Management, LLC

N/A

Shares— from 574,513

Change-574,513 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 519,190

Change-519,190 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 409,475

Change-409,475 (-100%)

Value—

JDM Financial Group LLC

N/A

Shares— from 343,702

Change-343,702 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 324,262

Change-324,262 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 290,869

Change-290,869 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 280,378

Change-280,378 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 211,293

Change-211,293 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 141,380

Change-141,380 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 128,639

Change-128,639 (-100%)

Value—

UBS Group AG

N/A

Shares— from 99,349

Change-99,349 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 82,378

Change-82,378 (-100%)

Value—

Khazanah Nasional Berhad

N/A

Shares— from 77,000

Change-77,000 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 69,947

Change-69,947 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 69,204

Change-69,204 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 41,123

Change-41,123 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 39,043

Change-39,043 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 34,326

Change-34,326 (-100%)

Value—

Strategic Financial Planning, Inc.

N/A

Shares— from 32,027

Change-32,027 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 29,561

Change-29,561 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 26,625

Change-26,625 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 26,560

Change-26,560 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 23,275

Change-23,275 (-100%)

Value—

FMR LLC

N/A

Shares— from 22,180

Change-22,180 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 21,511

Change-21,511 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 21,241

Change-21,241 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 21,000

Change-21,000 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 20,969

Change-20,969 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 15,654

Change-15,654 (-100%)

Value—

Prudential PLC

N/A

Shares— from 13,700

Change-13,700 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 12,705

Change-12,705 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 11,580

Change-11,580 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 10,573

Change-10,573 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 9,987

Change-9,987 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 9,574

Change-9,574 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 9,154

Change-9,154 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 9,132

Change-9,132 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 7,460

Change-7,460 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 6,505

Change-6,505 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,848

Change-5,848 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,580

Change-5,580 (-100%)

Value—

Betterment LLC

N/A

Shares— from 5,243

Change-5,243 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 4,628

Change-4,628 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 4,591

Change-4,591 (-100%)

Value—

BBR Partners, LLC

N/A

Shares— from 4,517

Change-4,517 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 4,271

Change-4,271 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 4,101

Change-4,101 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 2,877

Change-2,877 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,668

Change-2,668 (-100%)

Value—

Fiducient Advisors LLC

N/A

Shares— from 2,495

Change-2,495 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 2,492

Change-2,492 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,308

Change-2,308 (-100%)

Value—

Twin Focus Capital Partners, LLC

N/A

Shares— from 2,257

Change-2,257 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 2,237

Change-2,237 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,213

Change-2,213 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 2,134

Change-2,134 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,905

Change-1,905 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 1,905

Change-1,905 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 1,817

Change-1,817 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 1,754

Change-1,754 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 1,704

Change-1,704 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,699

Change-1,699 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,484

Change-1,484 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 1,426

Change-1,426 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 789

Change-789 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 613

Change-613 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 249

Change-249 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 202

Change-202 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 141

Change-141 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 100

Change-100 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 9

Change-9 (-100%)

Value—

	Status
Rpoa Advisors, Inc.	INCREASED	30,295,291	10,957,162	+19,338,129	+176%	$1.6B	$1.5B	-$90.9M	2026-10-19
Bank of New York Mellon Corp	INCREASED	5,420,021	1,798,540	+3,621,481	+201%	$257.9M	$264.8M	+$6.9M	2026-11-05
Sentinel Pension Advisors, LLC	INCREASED	3,173,430	3,089,007	+84,423	+3%	$146.6M	$155.1M	+$8.4M	2026-11-02
Cornerstone Advisors Asset Management, LLC	INCREASED	1,329,483	7,501	+1,321,982	+17624%	$1.1M	$65.0M	+$63.9M	2026-11-06
Woodard & Co Asset Management Group Inc	INCREASED	1,072,400	390,319	+682,081	+175%	$56.0M	$52.4M	-$3.6M	2026-11-03
LPL Financial LLC	INCREASED	1,025,439	367,942	+657,497	+179%	$52.8M	$50.1M	-$2.7M	2026-11-06
Elevation Point Wealth Partners, LLC	INCREASED	879,936	11,580	+868,356	+7499%	$1.7M	$43.0M	+$41.3M	2026-11-05
WealthBridge Capital Management, LLC	INCREASED	479,096	155,823	+323,273	+207%	$22.3M	$23.4M	+$1.1M	2026-10-16
Kestra Advisory Services, LLC	INCREASED	462,399	152,466	+309,933	+203%	$21.9M	$22.6M	+$730.8K	2026-11-02
MGO One Seven LLC	INCREASED	441,659	146,767	+294,892	+201%	$21.0M	$21.6M	+$534.5K	2026-10-28
Carolina Wealth Advisors, LLC	INCREASED	388,536	118,144	+270,392	+229%	$16.9M	$19.0M	+$2.0M	2026-10-23
Vaquero Private Wealth, LTD	INCREASED	357,005	126,339	+230,666	+183%	$18.1M	$17.4M	-$672.4K	2026-10-27
Advisors Preferred, LLC	INCREASED	268,929	89,643	+179,286	+200%	$12.8M	$13.2M	+$423.1K	2026-11-09
Davenport & Co LLC	INCREASED	203,375	47,477	+155,898	+328%	$6.8M	$9.9M	+$3.1M	2026-10-14
IFP Advisors, Inc	INCREASED	183,174	50,408	+132,766	+263%	$7.2M	$8.9M	+$1.7M	2026-10-16
Belpointe Asset Management LLC	NEW	181,639	—	+181,639	—	—	$8.9M	—	2026-11-09
Fortis Capital Advisors, LLC	NEW	177,514	—	+177,514	—	—	$8.7M	—	2026-11-09
Park Avenue Securities LLC	INCREASED	129,975	37,418	+92,557	+247%	$5.4M	$6.4M	+$986.0K	2026-10-26
Wealth Forward, LLC	INCREASED	78,033	35,865	+42,168	+118%	$5.1M	$3.8M	-$1.3M	2026-10-14
Symphony Financial, Ltd. Co.	INCREASED	65,184	22,695	+42,489	+187%	$3.2M	$3.2M	-$28.3K	2026-10-22
David Kennon Inc	INCREASED	61,250	20,115	+41,135	+205%	$2.9M	$3.0M	+$108.4K	2026-10-13
Sigma Planning Corp	INCREASED	60,965	20,942	+40,023	+191%	$3.0M	$3.0M	-$24.1K	2026-10-23
Wealth Group Ltd	INCREASED	46,598	14,058	+32,540	+231%	$2.0M	$2.3M	+$278.2K	2026-10-07
Andina Capital Management, LLC	INCREASED	42,120	9,976	+32,144	+322%	$1.4M	$2.1M	+$627.5K	2026-10-21
Silver OAK Securities, Incorporated	NEW	37,770	—	+37,770	—	—	$1.8M	—	2026-11-09
Wealth Enhancement Advisory Services, LLC	INCREASED	35,252	11,067	+24,185	+219%	$1.6M	$1.7M	+$143.1K	2026-10-13
Collective Family Office LLC	INCREASED	33,548	11,657	+21,891	+188%	$1.7M	$1.6M	-$32.3K	2026-10-05
Stiles Financial Services Inc	INCREASED	33,050	11,474	+21,576	+188%	$1.6M	$1.6M	-$30.4K	2026-10-30
GenTrust, LLC	INCREASED	29,463	24,351	+5,112	+21%	$3.5M	$1.4M	-$2.1M	2026-11-06
Herold Advisors, Inc.	INCREASED	28,760	11,174	+17,586	+157%	$1.6M	$1.4M	-$197.8K	2026-10-19
Single Point Partners, LLC	INCREASED	27,498	9,142	+18,356	+201%	$1.3M	$1.3M	+$35.8K	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	24,199	8,380	+15,819	+189%	$1.2M	$1.2M	-$19.3K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	23,182	2,875	+20,307	+706%	$412.0K	$1.1M	+$721.0K	2026-11-02
Lantern Wealth Advisors, LLC	INCREASED	21,363	6,890	+14,473	+210%	$987.9K	$1.0M	+$55.9K	2026-10-22
Krilogy Financial LLC	INCREASED	20,853	6,968	+13,885	+199%	$999.1K	$1.0M	+$39.1K	2026-10-13
Western Wealth Management, LLC	INCREASED	17,704	5,317	+12,387	+233%	$762.4K	$865.0K	+$102.6K	2026-11-09
E6 Portfolios, LLC	INCREASED	15,649	5,148	+10,501	+204%	$738.2K	$764.6K	+$26.4K	2026-10-26
Penobscot Investment Management Company, Inc.	INCREASED	14,247	4,749	+9,498	+200%	$681.0K	$696.1K	+$15.1K	2026-10-26
Independent Financial Group, LLC	INCREASED	13,683	4,146	+9,537	+230%	$594.5K	$668.6K	+$74.1K	2026-10-13
Capital Investment Advisory Services, LLC	INCREASED	12,631	4,211	+8,420	+200%	$603.8K	$617.1K	+$13.4K	2026-10-30
Concurrent Investment Advisors, LLC	INCREASED	12,094	5,986	+6,108	+102%	$858.4K	$590.9K	-$267.5K	2026-10-16
Choreo, LLC	INCREASED	11,208	3,925	+7,283	+186%	$562.8K	$547.6K	-$15.2K	2026-10-28
Brighton Jones LLC	INCREASED	9,417	3,139	+6,278	+200%	$450.1K	$460.1K	+$10.0K	2026-11-03
Quadcap Wealth Management, LLC	INCREASED	9,228	3,481	+5,747	+165%	$499.1K	$450.9K	-$48.2K	2026-11-02
Accredited Investors Inc.	INCREASED	9,210	3,070	+6,140	+200%	$440.2K	$450.0K	+$9.8K	2026-11-03
626 Financial, LLC	INCREASED	8,989	2,872	+6,117	+213%	$411.8K	$439.2K	+$27.5K	2026-11-04
Outlook Wealth Advisors, LLC	INCREASED	8,877	2,959	+5,918	+200%	$424.3K	$433.7K	+$9.4K	2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC	INCREASED	8,871	2,957	+5,914	+200%	$424.0K	$433.4K	+$9.4K	2026-11-03
Peterson Wealth Advisors, LLC	INCREASED	8,800	2,928	+5,872	+201%	$419.8K	$430.0K	+$10.1K	2026-10-08
Fiduciary Alliance LLC	INCREASED	8,789	2,868	+5,921	+206%	$411.2K	$429.4K	+$18.2K	2026-10-13
WealthCare Investment Partners, LLC	INCREASED	8,667	2,882	+5,785	+201%	$413.2K	$423.5K	+$10.3K	2026-11-05
Integrity Alliance, Llc.	INCREASED	7,734	2,705	+5,029	+186%	$387.9K	$377.9K	-$10.0K	2026-10-29
Kickstand Ventures, Llc.	INCREASED	6,875	2,347	+4,528	+193%	$336.5K	$335.9K	-$623	2026-11-09
Sowell Financial Services LLC	INCREASED	6,795	2,265	+4,530	+200%	$324.8K	$332.0K	+$7.2K	2026-10-23
HUB Investment Partners, LLC	INCREASED	6,177	2,059	+4,118	+200%	$295.2K	$301.8K	+$6.6K	2026-11-03
Tidemark, LLC	INCREASED	5,988	1,991	+3,997	+201%	$285.5K	$292.6K	+$7.1K	2026-11-09
Geneos Wealth Management Inc.	INCREASED	5,841	1,947	+3,894	+200%	$279.2K	$285.4K	+$6.2K	2026-11-09
Forvis Mazars Wealth Advisors, LLC	INCREASED	5,658	1,886	+3,772	+200%	$270.4K	$276.5K	+$6.0K	2026-10-13
Define Financial, LLC	INCREASED	5,183	1,723	+3,460	+201%	$247.1K	$253.2K	+$6.2K	2026-10-14
Y-Intercept (Hong Kong) Ltd	NEW	5,071	—	+5,071	—	—	$247.8K	—	2026-10-16
BXM Wealth LLC	INCREASED	4,350	1,405	+2,945	+210%	$201.5K	$212.5K	+$11.1K	2026-11-03
Fifth Third Wealth Advisors LLC	INCREASED	4,290	1,430	+2,860	+200%	$205.0K	$209.6K	+$4.6K	2026-10-22
Balance Wealth Partners LLC	NEW	3,198	—	+3,198	—	—	$156.3K	—	2026-10-27
Assetmark, Inc	INCREASED	3,171	422	+2,749	+651%	$60.5K	$155.0K	+$94.4K	2026-10-21
Triumph Capital Management	INCREASED	2,400	800	+1,600	+200%	$114.7K	$117.3K	+$2.6K	2026-10-14
Reap Financial Group, LLC	INCREASED	2,280	760	+1,520	+200%	$109.0K	$111.4K	+$2.4K	2026-11-02
Harbour Investments, Inc.	INCREASED	2,198	775	+1,423	+184%	$111.1K	$107.4K	-$3.7K	2026-11-09
Kings Path Partners LLC	INCREASED	1,767	589	+1,178	+200%	$84.5K	$86.3K	+$1.9K	2026-10-21
PNC Financial Services Group, Inc.	INCREASED	1,638	589	+1,049	+178%	$84.5K	$80.0K	-$4.4K	2026-11-06
Bessemer Group Inc	NEW	1,500	—	+1,500	—	—	$73.0K	—	2026-11-09
Citigroup Inc	DECREASED	1,338	3,864	-2,526	-65%	$554.1K	$65.4K	-$488.7K	2026-11-04
Financial Management Professionals, Inc.	INCREASED	1,152	384	+768	+200%	$55.1K	$56.3K	+$1.2K	2026-10-23
Abound Wealth Management	INCREASED	945	315	+630	+200%	$45.2K	$46.2K	+$1.0K	2026-10-26
Cape Investment Advisory, Inc.	INCREASED	750	250	+500	+200%	$35.8K	$36.6K	+$797	2026-10-13
Ascentis Independent Advisors	NEW	600	—	+600	—	—	$29.3K	—	2026-11-03
Key FInancial Inc	INCREASED	417	139	+278	+200%	$19.9K	$20.4K	+$444	2026-11-02
Noble Wealth Management PBC	INCREASED	360	120	+240	+200%	$17.2K	$17.6K	+$383	2026-10-01
Larson Financial Group LLC	DECREASED	302	400	-98	-24%	$57.4K	$14.7K	-$42.6K	2026-11-05
Rothwell Investment Advisors, LLC	NEW	220	—	+220	—	—	$10.7K	—	2026-11-06
Parallel Advisors, LLC	INCREASED	150	50	+100	+200%	$7.2K	$7.3K	+$159	2026-11-03
Allworth Financial LP	NEW	145	—	+145	—	—	$20.8K	—	2026-11-06
Simplex Trading, LLC	NEW	132	—	+132	—	—	$6.4K	—	2026-11-04
Farther Finance Advisors, LLC	NEW	3	—	+3	—	—	$149	—	2026-10-08
Arlington Trust Co LLC	CLOSED	0	5,675	-5,675	-100%	$813.7K	$0	-$813.7K	2026-10-20
Oath Planning, LLC	CLOSED	0	3,166	-3,166	-100%	$453.9K	$0	-$453.9K	2026-10-20
Creative Planning	CLOSED	0	2,925	-2,925	-100%	$419.5K	$0	-$419.5K	2026-11-02
StoneX Group Inc.	CLOSED	0	2,129	-2,129	-100%	$295.0K	$0	-$295.0K	2026-11-03
KMG Fiduciary Partners, LLC	CLOSED	0	1,814	-1,814	-100%	$260.1K	$0	-$260.1K	2026-10-14
Watchman Group, Inc.	CLOSED	0	1,653	-1,653	-100%	$237.0K	$0	-$237.0K	2026-10-16
Integrated Wealth Concepts LLC	N/A	—	2,945,201	-2,945,201	-100%	$422.3M	—	—	—
Morgan Stanley	N/A	—	1,591,662	-1,591,662	-100%	$228.2M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	815,965	-815,965	-100%	$117.0M	—	—	—
Wealthspire Advisors, LLC	N/A	—	687,689	-687,689	-100%	$98.6M	—	—	—
Stadion Money Management, LLC	N/A	—	574,513	-574,513	-100%	$82.2M	—	—	—
Ameriprise Financial Inc	N/A	—	519,190	-519,190	-100%	$74.4M	—	—	—
Tidal Investments LLC	N/A	—	409,475	-409,475	-100%	$58.5M	—	—	—
JDM Financial Group LLC	N/A	—	343,702	-343,702	-100%	$34.5M	—	—	—
Royal Bank of Canada	N/A	—	324,262	-324,262	-100%	$46.5M	—	—	—
Zhang Financial LLC	N/A	—	290,869	-290,869	-100%	$41.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	280,378	-280,378	-100%	$40.2M	—	—	—
HighTower Advisors, LLC	N/A	—	211,293	-211,293	-100%	$30.3M	—	—	—
Cetera Investment Advisers	N/A	—	141,380	-141,380	-100%	$20.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	128,639	-128,639	-100%	$18.4M	—	—	—
UBS Group AG	N/A	—	99,349	-99,349	-100%	$14.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	82,378	-82,378	-100%	$11.8M	—	—	—
Khazanah Nasional Berhad	N/A	—	77,000	-77,000	-100%	$11.0M	—	—	—
Crux Wealth Advisors	N/A	—	69,947	-69,947	-100%	$10.0M	—	—	—
JPMorgan Chase & Co	N/A	—	69,204	-69,204	-100%	$9.9M	—	—	—
NewEdge Advisors, LLC	N/A	—	41,123	-41,123	-100%	$5.9M	—	—	—
Equitable Holdings, Inc.	N/A	—	39,043	-39,043	-100%	$5.6M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	34,326	-34,326	-100%	$4.9M	—	—	—
Strategic Financial Planning, Inc.	N/A	—	32,027	-32,027	-100%	$4.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	29,561	-29,561	-100%	$4.2M	—	—	—
AQR Capital Management LLC	N/A	—	26,625	-26,625	-100%	$3.8M	—	—	—
Sanctuary Advisors, LLC	N/A	—	26,560	-26,560	-100%	$3.8M	—	—	—
Vanguard National Trust Co	N/A	—	23,275	-23,275	-100%	$3.3M	—	—	—
FMR LLC	N/A	—	22,180	-22,180	-100%	$3.2M	—	—	—
Advisory Services Network, LLC	N/A	—	21,511	-21,511	-100%	$3.1M	—	—	—
Raymond James Financial Inc	N/A	—	21,241	-21,241	-100%	$3.0M	—	—	—
Optiver Holding B.V.	N/A	—	21,000	-21,000	-100%	$3.0M	—	—	—
MML Investors Services, LLC	N/A	—	20,969	-20,969	-100%	$3.0M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	15,654	-15,654	-100%	$2.2M	—	—	—
Prudential PLC	N/A	—	13,700	-13,700	-100%	$2.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	12,705	-12,705	-100%	$1.8M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	11,580	-11,580	-100%	$1.7M	—	—	—
Bank of America Corp	N/A	—	10,573	-10,573	-100%	$1.5M	—	—	—
HRT Financial LP	N/A	—	9,987	-9,987	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	9,574	-9,574	-100%	$1.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	9,154	-9,154	-100%	$1.3M	—	—	—
Insigneo Advisory Services, LLC	N/A	—	9,132	-9,132	-100%	$1.3M	—	—	—
Retirement Income Solutions, Inc	N/A	—	7,460	-7,460	-100%	$931.1K	—	—	—
Capital Analysts, LLC	N/A	—	6,505	-6,505	-100%	$933.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,848	-5,848	-100%	$838.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,580	-5,580	-100%	$800.1K	—	—	—
Betterment LLC	N/A	—	5,243	-5,243	-100%	$752.0K	—	—	—
First Trust Advisors LP	N/A	—	4,628	-4,628	-100%	$663.6K	—	—	—
Savvy Advisors, Inc.	N/A	—	4,591	-4,591	-100%	$658.3K	—	—	—
BBR Partners, LLC	N/A	—	4,517	-4,517	-100%	$647.7K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	4,271	-4,271	-100%	$612.4K	—	—	—
Principal Securities, Inc.	N/A	—	4,101	-4,101	-100%	$588.0K	—	—	—
Cerity Partners LLC	N/A	—	2,877	-2,877	-100%	$412.6K	—	—	—
Wells Fargo & Company	N/A	—	2,668	-2,668	-100%	$382.6K	—	—	—
Fiducient Advisors LLC	N/A	—	2,495	-2,495	-100%	$357.8K	—	—	—
M&T Bank Corp	N/A	—	2,492	-2,492	-100%	$357.3K	—	—	—
BlackRock, Inc.	N/A	—	2,308	-2,308	-100%	$330.9K	—	—	—
Twin Focus Capital Partners, LLC	N/A	—	2,257	-2,257	-100%	$323.6K	—	—	—
Summit Financial, LLC	N/A	—	2,237	-2,237	-100%	$320.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,213	-2,213	-100%	$317.3K	—	—	—
Mariner, LLC	N/A	—	2,134	-2,134	-100%	$305.9K	—	—	—
Northern Trust Corp	N/A	—	1,905	-1,905	-100%	$273.2K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	1,905	-1,905	-100%	$273.2K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	1,817	-1,817	-100%	$260.5K	—	—	—
Vanguard Advisers Inc	N/A	—	1,754	-1,754	-100%	$251.5K	—	—	—
One Wealth Advisors, LLC	N/A	—	1,704	-1,704	-100%	$244.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,699	-1,699	-100%	$243.7K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,484	-1,484	-100%	$212.8K	—	—	—
Dakota Wealth Management	N/A	—	1,426	-1,426	-100%	$204.5K	—	—	—
Regatta Research & Money Management	N/A	—	789	-789	-100%	$113.1K	—	—	—
Whittier Trust Co	N/A	—	613	-613	-100%	$88.4K	—	—	—
AE Wealth Management LLC	N/A	—	249	-249	-100%	$35.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	202	-202	-100%	$29.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	141	-141	-100%	$20.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	100	-100	-100%	$14.0K	—	—	—
SHP Wealth Management	N/A	—	9	-9	-100%	$1.2K	—	—	—

Showing 164 of 164 institutions