Fidelity Value Factor ETF (FVAL)

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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High Probability Advisors, LLC

INCREASED

Shares460,446 from 443,665

Change+16,781 (+4%)

Value$37.2M (+$2.6M)

Filed 2026-10-19

Dynamic Advisor Solutions LLC

INCREASED

Shares340,415 from 331,727

Change+8,688 (+3%)

Value$27.5M (+$1.6M)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares314,540 from 307,043

Change+7,497 (+2%)

Value$25.4M (+$1.5M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares295,974 from 290,288

Change+5,686 (+2%)

Value$23.9M (+$1.3M)

Filed 2026-11-02

B. Riley Wealth Advisors, Inc.

INCREASED

Shares264,270 from 24,937

Change+239,333 (+960%)

Value$21.3M (+$19.4M)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares234,149 from 145,218

Change+88,931 (+61%)

Value$18.9M (+$7.6M)

Filed 2026-11-02

Merit Financial Group, LLC

DECREASED

Shares206,205 from 211,220

Change-5,015 (-2%)

Value$16.7M (+$191.8K)

Filed 2026-11-06

Beacon Advisors Holdings, LLC

INCREASED

Shares184,928 from 183,209

Change+1,719 (+1%)

Value$14.9M (+$656.5K)

Filed 2026-10-27

Kestra Private Wealth Services, LLC

DECREASED

Shares127,107 from 128,094

Change-987 (-1%)

Value$10.3M (+$282.2K)

Filed 2026-11-06

Condor Capital Management

INCREASED

Shares120,313 from 118,961

Change+1,352 (+1%)

Value$9.7M (+$445.3K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares107,956 from 106,907

Change+1,049 (+1%)

Value$8.7M (+$386.8K)

Filed 2026-11-02

SAX Wealth Advisors, LLC

DECREASED

Shares104,010 from 110,577

Change-6,567 (-6%)

Value$8.4M (+$725.8K)

Filed 2026-10-13

Thrivent Financial for Lutherans

DECREASED

Shares72,859 from 76,964

Change-4,105 (-5%)

Value$5.9M (-$93.0K)

Filed 2026-11-05

Cedar Point Capital Partners, LLC

INCREASED

Shares66,559 from 65,137

Change+1,422 (+2%)

Value$5.4M (+$298.9K)

Filed 2026-10-29

Certified Advisory Corp

DECREASED

Shares49,983 from 50,093

Change-110 (0%)

Value$4.0M (+$132.7K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares48,940 from 50,033

Change-1,093 (-2%)

Value$4.0M (+$53.0K)

Filed 2026-11-02

Primoris Wealth Advisors, LLC

DECREASED

Shares45,803 from 46,798

Change-995 (-2%)

Value$3.7M (+$51.9K)

Filed 2026-10-28

Altfest L J & Co Inc

INCREASED

Shares44,749 from 44,159

Change+590 (+1%)

Value$3.6M (+$172.4K)

Filed 2026-10-27

Bouvel Investment Partners, LLC

INCREASED

Shares40,948 from 39,349

Change+1,599 (+4%)

Value$3.3M (+$240.3K)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares35,019 from 39,278

Change-4,259 (-11%)

Value$2.8M (-$233.0K)

Filed 2026-10-08

Prism Advisors, Inc.

UNCHANGED

Shares33,185 from 33,185

Change0 (0%)

Value$2.7M (+$139.2K)

Filed 2026-10-09

Strategic Blueprint, LLC

INCREASED

Shares27,407 from 26,665

Change+742 (+3%)

Value$2.2M (+$135.3K)

Filed 2026-10-22

PFG Advisors

DECREASED

Shares26,816 from 29,263

Change-2,447 (-8%)

Value$2.2M (-$114.9K)

Filed 2026-10-16

Forbes Financial Planning, Inc.

DECREASED

Shares23,538 from 24,627

Change-1,089 (-4%)

Value$1.9M (-$18.3K)

Filed 2026-10-23

Midwest Financial Network, LLC

INCREASED

Shares20,714 from 8,070

Change+12,644 (+157%)

Value$1.7M (+$1.0M)

Filed 2026-10-13

J.W. Cole Advisors, Inc.

DECREASED

Shares19,098 from 19,203

Change-105 (-1%)

Value$1.5M (+$45.7K)

Filed 2026-11-05

LVZ, Inc.

DECREASED

Shares16,803 from 17,433

Change-630 (-4%)

Value$1.4M (-$1.7K)

Filed 2026-10-20

Sigma Planning Corp

INCREASED

Shares16,759 from 16,308

Change+451 (+3%)

Value$1.4M (+$82.5K)

Filed 2026-10-23

Schmidt P J Investment Management Inc

DECREASED

Shares14,306 from 17,062

Change-2,756 (-16%)

Value$1.2M (-$174.3K)

Filed 2026-11-02

Flagship Wealth Advisors, LLC

INCREASED

Shares13,889 from 10,120

Change+3,769 (+37%)

Value$1.1M (+$333.0K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares12,616 from 11,372

Change+1,244 (+11%)

Value$1.0M (+$133.2K)

Filed 2026-10-13

Montis Financial, LLC

UNCHANGED

Shares12,473 from 12,473

Change0 (0%)

Value$1.0M (+$35.2K)

Filed 2026-11-04

Cullen T Bankers, Inc.

INCREASED

Shares10,703 from 10,653

Change+50 (+0%)

Value$864.4K (+$34.1K)

Filed 2026-10-28

Ballast Financial Advisors LLC

INCREASED

Shares10,336 from 9,716

Change+620 (+6%)

Value$834.7K (+$77.5K)

Filed 2026-10-26

Ethos Capital Management, Inc.

DECREASED

Shares10,198 from 11,976

Change-1,778 (-15%)

Value$823.6K (-$109.8K)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares9,932 from 9,932

Change0 (0%)

Value$774.0K ($0)

Filed 2026-11-06

Assetmark, Inc

INCREASED

Shares9,583 from 8,611

Change+972 (+11%)

Value$774.0K (+$102.8K)

Filed 2026-10-21

Partners Wealth Management, LLC

NEW

Shares9,193

Change+9,193

Value$742.4K

Filed 2026-10-28

Samalin Investment Counsel, LLC

DECREASED

Shares9,191 from 9,246

Change-55 (-1%)

Value$742.3K (+$21.7K)

Filed 2026-10-23

UMB Private Wealth Management, LLC

NEW

Shares8,008

Change+8,008

Value$646.7K

Filed 2026-10-19

Valmark Advisers, Inc.

DECREASED

Shares7,885 from 14,807

Change-6,922 (-47%)

Value$636.8K (-$517.2K)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

NEW

Shares7,558

Change+7,558

Value$610.3K

Filed 2026-10-16

Diversify Wealth Management, LLC

DECREASED

Shares6,271 from 8,281

Change-2,010 (-24%)

Value$518.5K (-$140.8K)

Filed 2026-10-20

Diversify Advisory Services, LLC

DECREASED

Shares6,271 from 8,281

Change-2,010 (-24%)

Value$518.5K (-$140.8K)

Filed 2026-10-20

Concord Wealth Partners

INCREASED

Shares6,270 from 6,250

Change+20 (+0%)

Value$506.3K (+$19.2K)

Filed 2026-11-02

Principle Wealth Partners LLC

UNCHANGED

Shares6,167 from 6,167

Change0 (0%)

Value$498.0K (+$17.4K)

Filed 2026-11-02

Ascent Group, LLC

DECREASED

Shares6,019 from 6,087

Change-68 (-1%)

Value$486.1K (+$11.7K)

Filed 2026-10-30

Integrity Wealth Partners, LLC

NEW

Shares5,813

Change+5,813

Value$469.5K

Filed 2026-10-14

IFS Advisors, LLC

NEW

Shares5,720

Change+5,720

Value$462.0K

Filed 2026-10-14

StoneX Group Inc.

NEW

Shares4,924

Change+4,924

Value$397.7K

Filed 2026-11-03

Cyndeo Wealth Partners, LLC

DECREASED

Shares4,912 from 5,141

Change-229 (-4%)

Value$396.7K (-$4.0K)

Filed 2026-10-16

New England Private Wealth Advisors LLC

INCREASED

Shares4,354 from 4,348

Change+6 (+0%)

Value$351.6K (+$7.1K)

Filed 2026-10-19

Avaii Wealth Management, LLC

DECREASED

Shares4,305 from 4,392

Change-87 (-2%)

Value$350.7K (+$8.4K)

Filed 2026-10-09

CoreCap Advisors, LLC

DECREASED

Shares4,265 from 4,377

Change-112 (-3%)

Value$344.4K (+$3.3K)

Filed 2026-10-08

Avidian Wealth Enterprises, LLC

DECREASED

Shares3,307 from 129,437

Change-126,130 (-97%)

Value$267.1K (-$9.8M)

Filed 2026-10-08

Silver Grove Financial Group, Inc.

DECREASED

Shares3,145 from 3,279

Change-134 (-4%)

Value$254.0K (-$1.6K)

Filed 2026-11-05

WealthPlan Investment Management, LLC

DECREASED

Shares3,082 from 3,103

Change-21 (-1%)

Value$248.9K (+$7.1K)

Filed 2026-10-15

Onyx Bridge Wealth Group LLC

UNCHANGED

Shares3,044 from 3,044

Change0 (0%)

Value$245.8K (+$8.6K)

Filed 2026-10-16

LJI Wealth Management, LLC

UNCHANGED

Shares2,650 from 2,650

Change0 (0%)

Value$214.0K (+$7.5K)

Filed 2026-10-28

Foronjy Financial LLC

DECREASED

Shares2,602 from 3,456

Change-854 (-25%)

Value$210.1K (-$59.2K)

Filed 2026-10-14

Brighton Jones LLC

NEW

Shares2,584

Change+2,584

Value$208.7K

Filed 2026-11-03

HUB Investment Partners, LLC

DECREASED

Shares2,575 from 2,675

Change-100 (-4%)

Value$207.9K (-$501)

Filed 2026-11-03

Landaas & Co

NEW

Shares2,560

Change+2,560

Value$206.7K

Filed 2026-10-29

Savant Capital, LLC

NEW

Shares2,517

Change+2,517

Value$203.2K

Filed 2026-11-06

Sunrise Financial Services, LLC

UNCHANGED

Shares2,326 from 2,326

Change0 (0%)

Value$187.8K (+$6.6K)

Filed 2026-10-21

Capital Investment Counsel, Inc

UNCHANGED

Shares2,230 from 2,230

Change0 (0%)

Value$180.1K (+$6.3K)

Filed 2026-10-20

Fifth Third Bancorp

UNCHANGED

Shares2,182 from 2,182

Change0 (0%)

Value$176.3K (+$6.2K)

Filed 2026-11-05

Portfolio Resources Advisor Group, Inc.

UNCHANGED

Shares2,125 from 2,125

Change0 (0%)

Value$171.6K (+$6.0K)

Filed 2026-10-20

Glass Jacobson Investment Advisors llc

DECREASED

Shares2,068 from 2,398

Change-330 (-14%)

Value$167.0K (-$19.9K)

Filed 2026-10-26

Compass Financial Management LLC

DECREASED

Shares774 from 836

Change-62 (-7%)

Value$62.5K (-$2.9K)

Filed 2026-10-30

Harbor Asset Planning, Inc.

INCREASED

Shares548 from 546

Change+2 (+0%)

Value$44.2K (+$1.7K)

Filed 2026-10-23

Latitude Advisors, LLC

NEW

Shares307

Change+307

Value$24.8K

Filed 2026-10-27

Spire Wealth Management

UNCHANGED

Shares282 from 282

Change0 (0%)

Value$22.8K (+$807)

Filed 2026-10-30

Thurston, Springer, Miller, Herd & Titak, Inc.

UNCHANGED

Shares245 from 245

Change0 (0%)

Value$19.8K (+$693)

Filed 2026-10-14

Parkside Financial Bank & Trust

UNCHANGED

Shares202 from 202

Change0 (0%)

Value$16.3K (+$571)

Filed 2026-10-27

Your Advocates Ltd., LLP

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$8.0K (+$280)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares92 from 95

Change-3 (-3%)

Value$7.4K (+$26)

Filed 2026-11-05

Creative Financial Designs Inc

NEW

Shares87

Change+87

Value$7.0K

Filed 2026-11-04

CGC Financial Services, LLC

UNCHANGED

Shares73 from 73

Change0 (0%)

Value$5.9K (+$206)

Filed 2026-10-13

PNC Financial Services Group, Inc.

DECREASED

Shares59 from 251

Change-192 (-76%)

Value$4.8K (-$14.8K)

Filed 2026-11-06

Ascentis Wealth Management, LLC

NEW

Shares53

Change+53

Value$4.3K

Filed 2026-11-03

IFP Advisors, Inc

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$3.4K (+$119)

Filed 2026-10-16

Buck Wealth Strategies, LLC

NEW

Shares30

Change+30

Value$2.5K

Filed 2026-10-28

Golden State Wealth Management, LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$2.3K (+$79)

Filed 2026-11-02

Central Pacific Bank - Trust Division

NEW

Shares12

Change+12

Value$969

Filed 2026-10-06

SteelPeak Wealth, LLC

CLOSED

Shares0 from 42,247

Change-42,247 (-100%)

Value$0 (-$3.3M)

Filed 2026-10-16

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 27,147

Change-27,147 (-100%)

Value$0 (-$2.1M)

Filed 2026-10-21

RCS Financial Planning, LLC

CLOSED

Shares0 from 5,218

Change-5,218 (-100%)

Value$0 (-$406.7K)

Filed 2026-10-14

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,261

Change-1,261 (-100%)

Value$0 (-$98.3K)

Filed 2026-10-15

Cornerstone Planning Group LLC

CLOSED

Shares0 from 310

Change-310 (-100%)

Value$0 (-$24.8K)

Filed 2026-10-16

Woodard & Co Asset Management Group Inc

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$2.4K)

Filed 2026-11-03

Envestnet Asset Management Inc

N/A

Shares— from 1,772,697

Change-1,772,697 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,637,699

Change-1,637,699 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 330,809

Change-330,809 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 306,081

Change-306,081 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 294,572

Change-294,572 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 254,515

Change-254,515 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 222,606

Change-222,606 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 179,343

Change-179,343 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 136,513

Change-136,513 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 131,305

Change-131,305 (-100%)

Value—

Custos Family Office, LLC

N/A

Shares— from 123,100

Change-123,100 (-100%)

Value—

Goodwin Investment Advisory

N/A

Shares— from 89,747

Change-89,747 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 61,226

Change-61,226 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 47,384

Change-47,384 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 47,384

Change-47,384 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 38,175

Change-38,175 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 27,146

Change-27,146 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 24,599

Change-24,599 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 22,894

Change-22,894 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 22,080

Change-22,080 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 20,341

Change-20,341 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 20,241

Change-20,241 (-100%)

Value—

Spectrum Investment Advisors, Inc.

N/A

Shares— from 18,860

Change-18,860 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 18,709

Change-18,709 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 18,192

Change-18,192 (-100%)

Value—

Traub Capital Management LLC

N/A

Shares— from 17,605

Change-17,605 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 17,151

Change-17,151 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 15,023

Change-15,023 (-100%)

Value—

&partners

N/A

Shares— from 9,517

Change-9,517 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 8,797

Change-8,797 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 8,411

Change-8,411 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 8,212

Change-8,212 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,166

Change-8,166 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 8,095

Change-8,095 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 8,045

Change-8,045 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 6,969

Change-6,969 (-100%)

Value—

Storen Legacy Partners, LLC

N/A

Shares— from 6,693

Change-6,693 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 6,663

Change-6,663 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,486

Change-6,486 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 6,403

Change-6,403 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 6,182

Change-6,182 (-100%)

Value—

Prepared Retirement Institute LLC

N/A

Shares— from 6,157

Change-6,157 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,564

Change-5,564 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,384

Change-5,384 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 5,374

Change-5,374 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 5,306

Change-5,306 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 4,756

Change-4,756 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,718

Change-4,718 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 4,619

Change-4,619 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 4,494

Change-4,494 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 4,217

Change-4,217 (-100%)

Value—

CFO4Life Group, LLC

N/A

Shares— from 4,137

Change-4,137 (-100%)

Value—

Wood Tarver Financial Group, LLC

N/A

Shares— from 4,084

Change-4,084 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 4,007

Change-4,007 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 3,859

Change-3,859 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 3,637

Change-3,637 (-100%)

Value—

Madison Wealth Partners, Inc

N/A

Shares— from 3,233

Change-3,233 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,038

Change-3,038 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 2,832

Change-2,832 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 2,742

Change-2,742 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,657

Change-2,657 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 2,593

Change-2,593 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,673

Change-1,673 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,417

Change-1,417 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,003

Change-1,003 (-100%)

Value—

Lavaca Capital LLC

N/A

Shares— from 933

Change-933 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 869

Change-869 (-100%)

Value—

UBS Group AG

N/A

Shares— from 732

Change-732 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 726

Change-726 (-100%)

Value—

CNB Bank

N/A

Shares— from 686

Change-686 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 640

Change-640 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 504

Change-504 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 448

Change-448 (-100%)

Value—

Corsicana & Co.

N/A

Shares— from 360

Change-360 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 273

Change-273 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 251

Change-251 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 223

Change-223 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 173

Change-173 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 129

Change-129 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 91

Change-91 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 91

Change-91 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 59

Change-59 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 13

Change-13 (-100%)

Value—

	Status
High Probability Advisors, LLC	INCREASED	460,446	443,665	+16,781	+4%	$34.6M	$37.2M	+$2.6M	2026-10-19
Dynamic Advisor Solutions LLC	INCREASED	340,415	331,727	+8,688	+3%	$25.9M	$27.5M	+$1.6M	2026-10-13
LPL Financial LLC	INCREASED	314,540	307,043	+7,497	+2%	$23.9M	$25.4M	+$1.5M	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	295,974	290,288	+5,686	+2%	$22.6M	$23.9M	+$1.3M	2026-11-02
B. Riley Wealth Advisors, Inc.	INCREASED	264,270	24,937	+239,333	+960%	$1.9M	$21.3M	+$19.4M	2026-10-13
Kestra Advisory Services, LLC	INCREASED	234,149	145,218	+88,931	+61%	$11.3M	$18.9M	+$7.6M	2026-11-02
Merit Financial Group, LLC	DECREASED	206,205	211,220	-5,015	-2%	$16.5M	$16.7M	+$191.8K	2026-11-06
Beacon Advisors Holdings, LLC	INCREASED	184,928	183,209	+1,719	+1%	$14.3M	$14.9M	+$656.5K	2026-10-27
Kestra Private Wealth Services, LLC	DECREASED	127,107	128,094	-987	-1%	$10.0M	$10.3M	+$282.2K	2026-11-06
Condor Capital Management	INCREASED	120,313	118,961	+1,352	+1%	$9.3M	$9.7M	+$445.3K	2026-11-06
Creative Planning	INCREASED	107,956	106,907	+1,049	+1%	$8.3M	$8.7M	+$386.8K	2026-11-02
SAX Wealth Advisors, LLC	DECREASED	104,010	110,577	-6,567	-6%	$7.7M	$8.4M	+$725.8K	2026-10-13
Thrivent Financial for Lutherans	DECREASED	72,859	76,964	-4,105	-5%	$6.0M	$5.9M	-$93.0K	2026-11-05
Cedar Point Capital Partners, LLC	INCREASED	66,559	65,137	+1,422	+2%	$5.1M	$5.4M	+$298.9K	2026-10-29
Certified Advisory Corp	DECREASED	49,983	50,093	-110	0%	$3.9M	$4.0M	+$132.7K	2026-10-29
Cambridge Investment Research Advisors, Inc.	DECREASED	48,940	50,033	-1,093	-2%	$3.9M	$4.0M	+$53.0K	2026-11-02
Primoris Wealth Advisors, LLC	DECREASED	45,803	46,798	-995	-2%	$3.6M	$3.7M	+$51.9K	2026-10-28
Altfest L J & Co Inc	INCREASED	44,749	44,159	+590	+1%	$3.4M	$3.6M	+$172.4K	2026-10-27
Bouvel Investment Partners, LLC	INCREASED	40,948	39,349	+1,599	+4%	$3.1M	$3.3M	+$240.3K	2026-10-13
Farther Finance Advisors, LLC	DECREASED	35,019	39,278	-4,259	-11%	$3.1M	$2.8M	-$233.0K	2026-10-08
Prism Advisors, Inc.	UNCHANGED	33,185	33,185	0	0%	$2.6M	$2.7M	+$139.2K	2026-10-09
Strategic Blueprint, LLC	INCREASED	27,407	26,665	+742	+3%	$2.1M	$2.2M	+$135.3K	2026-10-22
PFG Advisors	DECREASED	26,816	29,263	-2,447	-8%	$2.3M	$2.2M	-$114.9K	2026-10-16
Forbes Financial Planning, Inc.	DECREASED	23,538	24,627	-1,089	-4%	$1.9M	$1.9M	-$18.3K	2026-10-23
Midwest Financial Network, LLC	INCREASED	20,714	8,070	+12,644	+157%	$629.3K	$1.7M	+$1.0M	2026-10-13
J.W. Cole Advisors, Inc.	DECREASED	19,098	19,203	-105	-1%	$1.5M	$1.5M	+$45.7K	2026-11-05
LVZ, Inc.	DECREASED	16,803	17,433	-630	-4%	$1.4M	$1.4M	-$1.7K	2026-10-20
Sigma Planning Corp	INCREASED	16,759	16,308	+451	+3%	$1.3M	$1.4M	+$82.5K	2026-10-23
Schmidt P J Investment Management Inc	DECREASED	14,306	17,062	-2,756	-16%	$1.3M	$1.2M	-$174.3K	2026-11-02
Flagship Wealth Advisors, LLC	INCREASED	13,889	10,120	+3,769	+37%	$788.7K	$1.1M	+$333.0K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	12,616	11,372	+1,244	+11%	$903.0K	$1.0M	+$133.2K	2026-10-13
Montis Financial, LLC	UNCHANGED	12,473	12,473	0	0%	$972.1K	$1.0M	+$35.2K	2026-11-04
Cullen T Bankers, Inc.	INCREASED	10,703	10,653	+50	+0%	$830.2K	$864.4K	+$34.1K	2026-10-28
Ballast Financial Advisors LLC	INCREASED	10,336	9,716	+620	+6%	$757.2K	$834.7K	+$77.5K	2026-10-26
Ethos Capital Management, Inc.	DECREASED	10,198	11,976	-1,778	-15%	$933.3K	$823.6K	-$109.8K	2026-11-03
Allworth Financial LP	UNCHANGED	9,932	9,932	0	0%	$774.0K	$774.0K	$0	2026-11-06
Assetmark, Inc	INCREASED	9,583	8,611	+972	+11%	$671.1K	$774.0K	+$102.8K	2026-10-21
Partners Wealth Management, LLC	NEW	9,193	—	+9,193	—	—	$742.4K	—	2026-10-28
Samalin Investment Counsel, LLC	DECREASED	9,191	9,246	-55	-1%	$720.6K	$742.3K	+$21.7K	2026-10-23
UMB Private Wealth Management, LLC	NEW	8,008	—	+8,008	—	—	$646.7K	—	2026-10-19
Valmark Advisers, Inc.	DECREASED	7,885	14,807	-6,922	-47%	$1.2M	$636.8K	-$517.2K	2026-11-06
Concurrent Investment Advisors, LLC	NEW	7,558	—	+7,558	—	—	$610.3K	—	2026-10-16
Diversify Wealth Management, LLC	DECREASED	6,271	8,281	-2,010	-24%	$659.3K	$518.5K	-$140.8K	2026-10-20
Diversify Advisory Services, LLC	DECREASED	6,271	8,281	-2,010	-24%	$659.3K	$518.5K	-$140.8K	2026-10-20
Concord Wealth Partners	INCREASED	6,270	6,250	+20	+0%	$487.1K	$506.3K	+$19.2K	2026-11-02
Principle Wealth Partners LLC	UNCHANGED	6,167	6,167	0	0%	$480.6K	$498.0K	+$17.4K	2026-11-02
Ascent Group, LLC	DECREASED	6,019	6,087	-68	-1%	$474.4K	$486.1K	+$11.7K	2026-10-30
Integrity Wealth Partners, LLC	NEW	5,813	—	+5,813	—	—	$469.5K	—	2026-10-14
IFS Advisors, LLC	NEW	5,720	—	+5,720	—	—	$462.0K	—	2026-10-14
StoneX Group Inc.	NEW	4,924	—	+4,924	—	—	$397.7K	—	2026-11-03
Cyndeo Wealth Partners, LLC	DECREASED	4,912	5,141	-229	-4%	$400.7K	$396.7K	-$4.0K	2026-10-16
New England Private Wealth Advisors LLC	INCREASED	4,354	4,348	+6	+0%	$344.5K	$351.6K	+$7.1K	2026-10-19
Avaii Wealth Management, LLC	DECREASED	4,305	4,392	-87	-2%	$342.3K	$350.7K	+$8.4K	2026-10-09
CoreCap Advisors, LLC	DECREASED	4,265	4,377	-112	-3%	$341.1K	$344.4K	+$3.3K	2026-10-08
Avidian Wealth Enterprises, LLC	DECREASED	3,307	129,437	-126,130	-97%	$10.1M	$267.1K	-$9.8M	2026-10-08
Silver Grove Financial Group, Inc.	DECREASED	3,145	3,279	-134	-4%	$255.5K	$254.0K	-$1.6K	2026-11-05
WealthPlan Investment Management, LLC	DECREASED	3,082	3,103	-21	-1%	$241.8K	$248.9K	+$7.1K	2026-10-15
Onyx Bridge Wealth Group LLC	UNCHANGED	3,044	3,044	0	0%	$237.2K	$245.8K	+$8.6K	2026-10-16
LJI Wealth Management, LLC	UNCHANGED	2,650	2,650	0	0%	$206.5K	$214.0K	+$7.5K	2026-10-28
Foronjy Financial LLC	DECREASED	2,602	3,456	-854	-25%	$269.3K	$210.1K	-$59.2K	2026-10-14
Brighton Jones LLC	NEW	2,584	—	+2,584	—	—	$208.7K	—	2026-11-03
HUB Investment Partners, LLC	DECREASED	2,575	2,675	-100	-4%	$208.4K	$207.9K	-$501	2026-11-03
Landaas & Co	NEW	2,560	—	+2,560	—	—	$206.7K	—	2026-10-29
Savant Capital, LLC	NEW	2,517	—	+2,517	—	—	$203.2K	—	2026-11-06
Sunrise Financial Services, LLC	UNCHANGED	2,326	2,326	0	0%	$181.3K	$187.8K	+$6.6K	2026-10-21
Capital Investment Counsel, Inc	UNCHANGED	2,230	2,230	0	0%	$173.8K	$180.1K	+$6.3K	2026-10-20
Fifth Third Bancorp	UNCHANGED	2,182	2,182	0	0%	$170.1K	$176.3K	+$6.2K	2026-11-05
Portfolio Resources Advisor Group, Inc.	UNCHANGED	2,125	2,125	0	0%	$165.6K	$171.6K	+$6.0K	2026-10-20
Glass Jacobson Investment Advisors llc	DECREASED	2,068	2,398	-330	-14%	$186.9K	$167.0K	-$19.9K	2026-10-26
Compass Financial Management LLC	DECREASED	774	836	-62	-7%	$65.5K	$62.5K	-$2.9K	2026-10-30
Harbor Asset Planning, Inc.	INCREASED	548	546	+2	+0%	$42.6K	$44.2K	+$1.7K	2026-10-23
Latitude Advisors, LLC	NEW	307	—	+307	—	—	$24.8K	—	2026-10-27
Spire Wealth Management	UNCHANGED	282	282	0	0%	$21.9K	$22.8K	+$807	2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.	UNCHANGED	245	245	0	0%	$19.1K	$19.8K	+$693	2026-10-14
Parkside Financial Bank & Trust	UNCHANGED	202	202	0	0%	$15.7K	$16.3K	+$571	2026-10-27
Your Advocates Ltd., LLP	UNCHANGED	99	99	0	0%	$7.7K	$8.0K	+$280	2026-11-03
US Bancorp \de\	DECREASED	92	95	-3	-3%	$7.4K	$7.4K	+$26	2026-11-05
Creative Financial Designs Inc	NEW	87	—	+87	—	—	$7.0K	—	2026-11-04
CGC Financial Services, LLC	UNCHANGED	73	73	0	0%	$5.7K	$5.9K	+$206	2026-10-13
PNC Financial Services Group, Inc.	DECREASED	59	251	-192	-76%	$19.6K	$4.8K	-$14.8K	2026-11-06
Ascentis Wealth Management, LLC	NEW	53	—	+53	—	—	$4.3K	—	2026-11-03
IFP Advisors, Inc	UNCHANGED	42	42	0	0%	$3.3K	$3.4K	+$119	2026-10-16
Buck Wealth Strategies, LLC	NEW	30	—	+30	—	—	$2.5K	—	2026-10-28
Golden State Wealth Management, LLC	UNCHANGED	28	28	0	0%	$2.2K	$2.3K	+$79	2026-11-02
Central Pacific Bank - Trust Division	NEW	12	—	+12	—	—	$969	—	2026-10-06
SteelPeak Wealth, LLC	CLOSED	0	42,247	-42,247	-100%	$3.3M	$0	-$3.3M	2026-10-16
Axxcess Wealth Management, LLC	CLOSED	0	27,147	-27,147	-100%	$2.1M	$0	-$2.1M	2026-10-21
RCS Financial Planning, LLC	CLOSED	0	5,218	-5,218	-100%	$406.7K	$0	-$406.7K	2026-10-14
AdvisorNet Financial, Inc	CLOSED	0	1,261	-1,261	-100%	$98.3K	$0	-$98.3K	2026-10-15
Cornerstone Planning Group LLC	CLOSED	0	310	-310	-100%	$24.8K	$0	-$24.8K	2026-10-16
Woodard & Co Asset Management Group Inc	CLOSED	0	31	-31	-100%	$2.4K	$0	-$2.4K	2026-11-03
Envestnet Asset Management Inc	N/A	—	1,772,697	-1,772,697	-100%	$138.2M	—	—	—
FMR LLC	N/A	—	1,637,699	-1,637,699	-100%	$127.6M	—	—	—
Cetera Investment Advisers	N/A	—	330,809	-330,809	-100%	$25.8M	—	—	—
Royal Bank of Canada	N/A	—	306,081	-306,081	-100%	$23.9M	—	—	—
MAI Capital Management	N/A	—	294,572	-294,572	-100%	$23.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	254,515	-254,515	-100%	$19.8M	—	—	—
JPMorgan Chase & Co	N/A	—	222,606	-222,606	-100%	$17.3M	—	—	—
Bank of America Corp	N/A	—	179,343	-179,343	-100%	$14.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	136,513	-136,513	-100%	$10.6M	—	—	—
Morgan Stanley	N/A	—	131,305	-131,305	-100%	$10.2M	—	—	—
Custos Family Office, LLC	N/A	—	123,100	-123,100	-100%	$9.6M	—	—	—
Goodwin Investment Advisory	N/A	—	89,747	-89,747	-100%	$7.0M	—	—	—
Raymond James Financial Inc	N/A	—	61,226	-61,226	-100%	$4.8M	—	—	—
Empowered Funds, LLC	N/A	—	47,384	-47,384	-100%	$3.7M	—	—	—
Cambria Investment Management, L.P.	N/A	—	47,384	-47,384	-100%	$3.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	38,175	-38,175	-100%	$3.0M	—	—	—
Darwin Wealth Management, LLC	N/A	—	27,146	-27,146	-100%	$2.1M	—	—	—
MML Investors Services, LLC	N/A	—	24,599	-24,599	-100%	$1.9M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	22,894	-22,894	-100%	$1.8M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	22,080	-22,080	-100%	$1.7M	—	—	—
AE Wealth Management LLC	N/A	—	20,341	-20,341	-100%	$1.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	20,241	-20,241	-100%	$1.6M	—	—	—
Spectrum Investment Advisors, Inc.	N/A	—	18,860	-18,860	-100%	$1.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	18,709	-18,709	-100%	$1.5M	—	—	—
GTS Securities LLC	N/A	—	18,192	-18,192	-100%	$1.4M	—	—	—
Traub Capital Management LLC	N/A	—	17,605	-17,605	-100%	$1.4M	—	—	—
BlackRock, Inc.	N/A	—	17,151	-17,151	-100%	$1.3M	—	—	—
AQR Capital Management LLC	N/A	—	15,023	-15,023	-100%	$1.2M	—	—	—
&partners	N/A	—	9,517	-9,517	-100%	$768.3K	—	—	—
GWN Securities Inc.	N/A	—	8,797	-8,797	-100%	$685.6K	—	—	—
Cerity Partners LLC	N/A	—	8,411	-8,411	-100%	$655.5K	—	—	—
Kovack Advisors, Inc.	N/A	—	8,212	-8,212	-100%	$640.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,166	-8,166	-100%	$636.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	8,095	-8,095	-100%	$630.8K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	8,045	-8,045	-100%	$626.9K	—	—	—
World Investment Advisors	N/A	—	6,969	-6,969	-100%	$542.0K	—	—	—
Storen Legacy Partners, LLC	N/A	—	6,693	-6,693	-100%	$521.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	6,663	-6,663	-100%	$519.3K	—	—	—
Mariner, LLC	N/A	—	6,486	-6,486	-100%	$505.4K	—	—	—
Mutual Advisors, LLC	N/A	—	6,403	-6,403	-100%	$499.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	6,182	-6,182	-100%	$481.8K	—	—	—
Prepared Retirement Institute LLC	N/A	—	6,157	-6,157	-100%	$479.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,564	-5,564	-100%	$433.7K	—	—	—
Harbour Investments, Inc.	N/A	—	5,384	-5,384	-100%	$419.6K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	5,374	-5,374	-100%	$418.0K	—	—	—
Capital Analysts, LLC	N/A	—	5,306	-5,306	-100%	$368.0K	—	—	—
Quantinno Capital Management LP	N/A	—	4,756	-4,756	-100%	$370.7K	—	—	—
Advisory Services Network, LLC	N/A	—	4,718	-4,718	-100%	$367.7K	—	—	—
Arkadios Wealth Advisors	N/A	—	4,619	-4,619	-100%	$360.0K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	4,494	-4,494	-100%	$350.2K	—	—	—
Wellington-Altus USA Inc.	N/A	—	4,217	-4,217	-100%	$292.7K	—	—	—
CFO4Life Group, LLC	N/A	—	4,137	-4,137	-100%	$322.4K	—	—	—
Wood Tarver Financial Group, LLC	N/A	—	4,084	-4,084	-100%	$318.0K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	4,007	-4,007	-100%	$312.3K	—	—	—
CreativeOne Wealth, LLC	N/A	—	3,859	-3,859	-100%	$300.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	3,637	-3,637	-100%	$283.5K	—	—	—
Madison Wealth Partners, Inc	N/A	—	3,233	-3,233	-100%	$251.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,038	-3,038	-100%	$236.8K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	2,832	-2,832	-100%	$220.7K	—	—	—
Private Advisor Group, LLC	N/A	—	2,742	-2,742	-100%	$213.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,657	-2,657	-100%	$207.1K	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	2,593	-2,593	-100%	$202.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,673	-1,673	-100%	$130.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,417	-1,417	-100%	$110.4K	—	—	—
Arax Advisory Partners	N/A	—	1,003	-1,003	-100%	$78.2K	—	—	—
Lavaca Capital LLC	N/A	—	933	-933	-100%	$72.7K	—	—	—
Regatta Research & Money Management	N/A	—	869	-869	-100%	$67.6K	—	—	—
UBS Group AG	N/A	—	732	-732	-100%	$57.0K	—	—	—
BFC Planning, Inc.	N/A	—	726	-726	-100%	$56.5K	—	—	—
CNB Bank	N/A	—	686	-686	-100%	$53.5K	—	—	—
Wells Fargo & Company	N/A	—	640	-640	-100%	$49.9K	—	—	—
Ancora Advisors LLCA	N/A	—	504	-504	-100%	$39.3K	—	—	—
IFG Advisory, LLC	N/A	—	448	-448	-100%	$34.9K	—	—	—
Corsicana & Co.	N/A	—	360	-360	-100%	$28.1K	—	—	—
Bank of Montreal	N/A	—	273	-273	-100%	$21.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	251	-251	-100%	$19.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	223	-223	-100%	$17.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	173	-173	-100%	$13.5K	—	—	—
SHP Wealth Management	N/A	—	129	-129	-100%	$10.1K	—	—	—
Vanguard Advisers Inc	N/A	—	91	-91	-100%	$7.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	91	-91	-100%	$7.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	59	-59	-100%	$4.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	50	-50	-100%	$3.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	28	-28	-100%	$2.2K	—	—	—
Hantz Financial Services, Inc.	N/A	—	13	-13	-100%	$1	—	—	—

Showing 176 of 176 institutions