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Franklin Income Focus ETF (INCM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Larson Financial Group LLC
INCREASED
Shares1,188,298 from 1,074,484
Change+113,814 (+11%)
Value$33.8M (+$2.8M)
Filed 2026-11-05
Summit Investment Advisory Services, LLC
INCREASED
Shares1,137,829 from 1,105,667
Change+32,162 (+3%)
Value$32.4M (+$478.6K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares693,314 from 625,441
Change+67,873 (+11%)
Value$19.9M (+$1.7M)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares470,403 from 439,360
Change+31,043 (+7%)
Value$13.4M (+$709.9K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares435,583 from 425,647
Change+9,936 (+2%)
Value$12.4M (+$114.6K)
Filed 2026-10-23
Base Wealth Management LLC
INCREASED
Shares372,535 from 356,455
Change+16,080 (+5%)
Value$10.6M (+$316.8K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares315,152 from 285,802
Change+29,350 (+10%)
Value$9.0M (+$722.4K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares198,987 from 171,518
Change+27,469 (+16%)
Value$5.7M (+$714.0K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares174,719 from 157,925
Change+16,794 (+11%)
Value$5.0M (+$415.6K)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares171,533 from 165,320
Change+6,213 (+4%)
Value$4.9M (+$111.5K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares171,215 from 138,194
Change+33,021 (+24%)
Value$4.9M (+$890.0K)
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares155,921 from 160,362
Change-4,441 (-3%)
Value$4.4M (-$189.7K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares140,583 from 132,436
Change+8,147 (+6%)
Value$4.0M (+$180.0K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares138,815 from 110,145
Change+28,670 (+26%)
Value$4.0M (+$772.4K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares135,021 from 133,379
Change+1,642 (+1%)
Value$3.8M (-$21.9K)
Filed 2026-11-04
Kennedy Investment Group, Inc.
INCREASED
Shares128,944 from 120,396
Change+8,548 (+7%)
Value$3.7M (+$195.7K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
NEW
Shares108,492
Change+108,492
Value$3.1M
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares102,258 from 36,447
Change+65,811 (+181%)
Value$3.0M (+$1.9M)
Filed 2026-11-04
LVZ, Inc.
INCREASED
Shares99,573 from 95,599
Change+3,974 (+4%)
Value$2.8M (+$75.3K)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED
Shares90,798 from 87,828
Change+2,970 (+3%)
Value$2.6M (+$49.8K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares85,100 from 40,920
Change+44,180 (+108%)
Value$2.4M (+$1.2M)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares70,556 from 63,623
Change+6,933 (+11%)
Value$2.0M (+$172.2K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares65,825 from 62,293
Change+3,532 (+6%)
Value$1.9M (+$75.9K)
Filed 2026-10-22
HBW Advisory Services LLC
INCREASED
Shares52,797 from 51,684
Change+1,113 (+2%)
Value$1.5M (+$11.3K)
Filed 2026-10-15
Secure Asset Management, LLC
DECREASED
Shares39,976 from 41,563
Change-1,587 (-4%)
Value$1.1M (-$61.6K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares39,293 from 37,418
Change+1,875 (+5%)
Value$1.1M (+$38.6K)
Filed 2026-10-26
Carlson Financial, Inc.
INCREASED
Shares38,250 from 36,705
Change+1,545 (+4%)
Value$1.1M (+$29.5K)
Filed 2026-11-05
Innovative Wealth Building LLC
INCREASED
Shares34,969 from 32,773
Change+2,196 (+7%)
Value$995.2K (+$49.6K)
Filed 2026-10-14
Jacobi Capital Management LLC
INCREASED
Shares32,064 from 30,681
Change+1,383 (+5%)
Value$912.6K (+$27.3K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares31,333 from 18,282
Change+13,051 (+71%)
Value$891.7K (+$364.2K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares28,555 from 21,913
Change+6,642 (+30%)
Value$812.7K (+$180.4K)
Filed 2026-10-16
XML Financial, LLC
UNCHANGED
Shares25,865 from 25,865
Change0 (0%)
Value$736.1K (-$10.2K)
Filed 2026-10-29
Visionary Wealth Advisors
INCREASED
Shares25,830 from 25,559
Change+271 (+1%)
Value$735.1K (-$2.4K)
Filed 2026-11-04
Verus Capital Partners, LLC
DECREASED
Shares24,852 from 26,222
Change-1,370 (-5%)
Value$707.3K (-$49.3K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares23,992 from 19,387
Change+4,605 (+24%)
Value$682.8K (+$123.4K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares23,042 from 18,330
Change+4,712 (+26%)
Value$655.8K (+$126.9K)
Filed 2026-10-20
Plus Group Wealth Advisors LLC
INCREASED
Shares22,617 from 20,516
Change+2,101 (+10%)
Value$643.7K (+$51.7K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares20,175 from 11,555
Change+8,620 (+75%)
Value$574.2K (+$240.7K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares18,297 from 18,725
Change-428 (-2%)
Value$520.7K (-$19.6K)
Filed 2026-10-22
Demars Financial Group, LLC
INCREASED
Shares17,564 from 10,596
Change+6,968 (+66%)
Value$499.9K (+$194.1K)
Filed 2026-10-22
Asset Allocation Strategies LLC
INCREASED
Shares17,221 from 17,008
Change+213 (+1%)
Value$490.1K (-$660)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares15,861 from 15,640
Change+221 (+1%)
Value$451.4K (+$112)
Filed 2026-10-26
C2c Wealth Management, LLC
UNCHANGED
Shares15,500 from 15,500
Change0 (0%)
Value$441.1K (-$6.1K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares15,354 from 15,184
Change+170 (+1%)
Value$437.0K (-$1.2K)
Filed 2026-10-30
Bill Few Associates, Inc.
INCREASED
Shares14,981 from 14,273
Change+708 (+5%)
Value$426.4K (+$14.5K)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares12,783 from 12,666
Change+117 (+1%)
Value$363.8K (-$1.7K)
Filed 2026-10-15
AlphaStar Capital Management, LLC
NEW
Shares12,050
Change+12,050
Value$342.9K
Filed 2026-10-16
Koshinski Asset Management, Inc.
UNCHANGED
Shares10,841 from 10,841
Change0 (0%)
Value$308.5K (-$4.3K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
UNCHANGED
Shares9,865 from 9,865
Change0 (0%)
Value$280.8K (-$3.9K)
Filed 2026-11-04
Avaii Wealth Management, LLC
INCREASED
Shares9,405 from 8,713
Change+692 (+8%)
Value$268.1K (+$16.7K)
Filed 2026-10-09
KWB Wealth
DECREASED
Shares9,041 from 11,253
Change-2,212 (-20%)
Value$257.3K (-$67.4K)
Filed 2026-10-16
Arrien Investments, Inc.
INCREASED
Shares8,939 from 7,791
Change+1,148 (+15%)
Value$254.4K (+$29.6K)
Filed 2026-10-30
Prosperity Financial Group, Inc.
INCREASED
Shares8,015 from 7,665
Change+350 (+5%)
Value$228.1K (+$6.9K)
Filed 2026-10-29
Titleist Asset Management, LLC
INCREASED
Shares7,820 from 7,175
Change+645 (+9%)
Value$222.6K (+$15.5K)
Filed 2026-10-08
Wedbush Securities Inc
INCREASED
Shares7,672 from 7,609
Change+63 (+1%)
Value$218.0K (-$2.0K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares7,475 from 7,475
Change0 (0%)
Value$212.7K (-$4.9K)
Filed 2026-10-13
Williams & Novak Wealth Management, LLC
NEW
Shares7,300
Change+7,300
Value$207.8K
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares6,543 from 19,664
Change-13,121 (-67%)
Value$186.2K (-$381.2K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares5,349 from 4,101
Change+1,248 (+30%)
Value$152.2K (+$33.9K)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares5,134 from 3,901
Change+1,233 (+32%)
Value$146.1K (+$33.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$113.8K (-$1.6K)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares1,797 from 1,797
Change0 (0%)
Value$51.1K (-$709)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,748 from 2,044
Change-296 (-14%)
Value$49.7K (-$9.2K)
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares1,566
Change+1,566
Value$44.6K
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares1,500 from 5,000
Change-3,500 (-70%)
Value$42.7K (-$101.6K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$42.7K (-$593)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares405 from 400
Change+5 (+1%)
Value$11.5K (-$13)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.0K (-$28)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,204
Change-3,204 (-100%)
Value$0 (-$92.9K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$10.2K)
Filed 2026-10-26
LPL Financial LLC
N/A
Shares— from 6,291,989
Change-6,291,989 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,674,253
Change-2,674,253 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,532,563
Change-2,532,563 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,761,130
Change-1,761,130 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,733,867
Change-1,733,867 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,573,628
Change-1,573,628 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,452,297
Change-1,452,297 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 723,833
Change-723,833 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 639,048
Change-639,048 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 392,293
Change-392,293 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 322,675
Change-322,675 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 319,480
Change-319,480 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 305,934
Change-305,934 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 187,796
Change-187,796 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 181,408
Change-181,408 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 139,230
Change-139,230 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 132,531
Change-132,531 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 116,926
Change-116,926 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 111,839
Change-111,839 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 99,935
Change-99,935 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 86,837
Change-86,837 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 70,700
Change-70,700 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 69,694
Change-69,694 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 69,498
Change-69,498 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 62,192
Change-62,192 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 61,064
Change-61,064 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 58,719
Change-58,719 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 51,403
Change-51,403 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 42,856
Change-42,856 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 38,458
Change-38,458 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 38,152
Change-38,152 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 38,126
Change-38,126 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 37,543
Change-37,543 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 32,200
Change-32,200 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 29,914
Change-29,914 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 26,343
Change-26,343 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 26,084
Change-26,084 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,051
Change-20,051 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,269
Change-16,269 (-100%)
Value—
X Advisors, LLC
N/A
Shares— from 16,009
Change-16,009 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 9,488
Change-9,488 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,060
Change-9,060 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,702
Change-8,702 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,996
Change-7,996 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 7,807
Change-7,807 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,198
Change-7,198 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 283
Change-283 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Larson Financial Group LLC
INCREASED1,188,2981,074,484+113,814+11%$31.0M$33.8M+$2.8M2026-11-05
Summit Investment Advisory Services, LLC
INCREASED1,137,8291,105,667+32,162+3%$31.9M$32.4M+$478.6K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED693,314625,441+67,873+11%$18.2M$19.9M+$1.7M2026-10-13
Next Level Private LLC
INCREASED470,403439,360+31,043+7%$12.7M$13.4M+$709.9K2026-10-20
Sowell Financial Services LLC
INCREASED435,583425,647+9,936+2%$12.3M$12.4M+$114.6K2026-10-23
Base Wealth Management LLC
INCREASED372,535356,455+16,080+5%$10.3M$10.6M+$316.8K2026-10-21
Commonwealth Equity Services, LLC
INCREASED315,152285,802+29,350+10%$8.2M$9.0M+$722.4K2026-11-02
Bank of New York Mellon Corp
INCREASED198,987171,518+27,469+16%$4.9M$5.7M+$714.0K2026-11-05
Davenport & Co LLC
INCREASED174,719157,925+16,794+11%$4.6M$5.0M+$415.6K2026-10-14
D.A. Davidson & Co.
INCREASED171,533165,320+6,213+4%$4.8M$4.9M+$111.5K2026-10-28
Kestra Advisory Services, LLC
INCREASED171,215138,194+33,021+24%$4.0M$4.9M+$890.0K2026-11-02
Intrua Financial, LLC
DECREASED155,921160,362-4,441-3%$4.6M$4.4M-$189.7K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED140,583132,436+8,147+6%$3.8M$4.0M+$180.0K2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED138,815110,145+28,670+26%$3.2M$4.0M+$772.4K2026-10-19
Lido Advisors, LLC
INCREASED135,021133,379+1,642+1%$3.9M$3.8M-$21.9K2026-11-04
Kennedy Investment Group, Inc.
INCREASED128,944120,396+8,548+7%$3.5M$3.7M+$195.7K2026-10-21
Wealthcare Advisory Partners LLC
NEW108,492—+108,492——$3.1M—2026-10-21
Prospera Financial Services Inc
INCREASED102,25836,447+65,811+181%$1.1M$3.0M+$1.9M2026-11-04
LVZ, Inc.
INCREASED99,57395,599+3,974+4%$2.8M$2.8M+$75.3K2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED90,79887,828+2,970+3%$2.5M$2.6M+$49.8K2026-10-29
Truist Financial Corp
INCREASED85,10040,920+44,180+108%$1.2M$2.4M+$1.2M2026-10-30
Nations Financial Group Inc,
INCREASED70,55663,623+6,933+11%$1.8M$2.0M+$172.2K2026-11-05
Brookstone Capital Management
INCREASED65,82562,293+3,532+6%$1.8M$1.9M+$75.9K2026-10-22
HBW Advisory Services LLC
INCREASED52,79751,684+1,113+2%$1.5M$1.5M+$11.3K2026-10-15
Secure Asset Management, LLC
DECREASED39,97641,563-1,587-4%$1.2M$1.1M-$61.6K2026-10-19
Flagship Harbor Advisors, LLC
INCREASED39,29337,418+1,875+5%$1.1M$1.1M+$38.6K2026-10-26
Carlson Financial, Inc.
INCREASED38,25036,705+1,545+4%$1.1M$1.1M+$29.5K2026-11-05
Innovative Wealth Building LLC
INCREASED34,96932,773+2,196+7%$945.7K$995.2K+$49.6K2026-10-14
Jacobi Capital Management LLC
INCREASED32,06430,681+1,383+5%$885.3K$912.6K+$27.3K2026-11-05
Citigroup Inc
INCREASED31,33318,282+13,051+71%$527.5K$891.7K+$364.2K2026-11-04
PFG Advisors
INCREASED28,55521,913+6,642+30%$632.3K$812.7K+$180.4K2026-10-16
XML Financial, LLC
UNCHANGED25,86525,86500%$746.3K$736.1K-$10.2K2026-10-29
Visionary Wealth Advisors
INCREASED25,83025,559+271+1%$737.5K$735.1K-$2.4K2026-11-04
Verus Capital Partners, LLC
DECREASED24,85226,222-1,370-5%$756.6K$707.3K-$49.3K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED23,99219,387+4,605+24%$559.4K$682.8K+$123.4K2026-11-05
Private Trust Co NA
INCREASED23,04218,330+4,712+26%$528.9K$655.8K+$126.9K2026-10-20
Plus Group Wealth Advisors LLC
INCREASED22,61720,516+2,101+10%$592.0K$643.7K+$51.7K2026-10-19
Sigma Planning Corp
INCREASED20,17511,555+8,620+75%$333.5K$574.2K+$240.7K2026-10-23
Perigon Wealth Management, LLC
DECREASED18,29718,725-428-2%$540.3K$520.7K-$19.6K2026-10-22
Demars Financial Group, LLC
INCREASED17,56410,596+6,968+66%$305.7K$499.9K+$194.1K2026-10-22
Asset Allocation Strategies LLC
INCREASED17,22117,008+213+1%$490.8K$490.1K-$6602026-10-20
Oppenheimer & Co Inc
INCREASED15,86115,640+221+1%$451.3K$451.4K+$1122026-10-26
C2c Wealth Management, LLC
UNCHANGED15,50015,50000%$447.3K$441.1K-$6.1K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED15,35415,184+170+1%$438.1K$437.0K-$1.2K2026-10-30
Bill Few Associates, Inc.
INCREASED14,98114,273+708+5%$411.8K$426.4K+$14.5K2026-10-09
Atria Investments, Inc
INCREASED12,78312,666+117+1%$365.5K$363.8K-$1.7K2026-10-15
AlphaStar Capital Management, LLC
NEW12,050—+12,050——$342.9K—2026-10-16
Koshinski Asset Management, Inc.
UNCHANGED10,84110,84100%$312.8K$308.5K-$4.3K2026-10-29
Cornerstone Wealth Management, LLC
UNCHANGED9,8659,86500%$284.7K$280.8K-$3.9K2026-11-04
Avaii Wealth Management, LLC
INCREASED9,4058,713+692+8%$251.4K$268.1K+$16.7K2026-10-09
KWB Wealth
DECREASED9,04111,253-2,212-20%$324.7K$257.3K-$67.4K2026-10-16
Arrien Investments, Inc.
INCREASED8,9397,791+1,148+15%$224.8K$254.4K+$29.6K2026-10-30
Prosperity Financial Group, Inc.
INCREASED8,0157,665+350+5%$221.2K$228.1K+$6.9K2026-10-29
Titleist Asset Management, LLC
INCREASED7,8207,175+645+9%$207.0K$222.6K+$15.5K2026-10-08
Wedbush Securities Inc
INCREASED7,6727,609+63+1%$220.0K$218.0K-$2.0K2026-10-22
B. Riley Wealth Advisors, Inc.
UNCHANGED7,4757,47500%$217.7K$212.7K-$4.9K2026-10-13
Williams & Novak Wealth Management, LLC
NEW7,300—+7,300——$207.8K—2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6,54319,664-13,121-67%$567.4K$186.2K-$381.2K2026-10-14
Lanark Financial, Inc.
INCREASED5,3494,101+1,248+30%$118.3K$152.2K+$33.9K2026-10-26
US Bancorp \de\
INCREASED5,1343,901+1,233+32%$112.6K$146.1K+$33.6K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED4,0004,00000%$115.4K$113.8K-$1.6K2026-10-08
Assetmark, Inc
UNCHANGED1,7971,79700%$51.9K$51.1K-$7092026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED1,7482,044-296-14%$59.0K$49.7K-$9.2K2026-10-07
Latitude Advisors, LLC
NEW1,566—+1,566——$44.6K—2026-10-27
Fifth Third Bancorp
DECREASED1,5005,000-3,500-70%$144.3K$42.7K-$101.6K2026-11-05
Barrett & Company, Inc.
UNCHANGED1,5001,50000%$43.3K$42.7K-$5932026-10-22
Silver Grove Financial Group, Inc.
INCREASED405400+5+1%$11.5K$11.5K-$132026-11-05
IFP Advisors, Inc
UNCHANGED707000%$2.0K$2.0K-$282026-10-16
International Assets Investment Management, LLC
CLOSED03,204-3,204-100%$92.9K$0-$92.9K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED0355-355-100%$10.2K$0-$10.2K2026-10-26
LPL Financial LLC
N/A—6,291,989-6,291,989-100%$181.6M———
Wells Fargo & Company
N/A—2,674,253-2,674,253-100%$77.2M———
Raymond James Financial Inc
N/A—2,532,563-2,532,563-100%$73.1M———
Royal Bank of Canada
N/A—1,761,130-1,761,130-100%$50.8M———
Ameriprise Financial Inc
N/A—1,733,867-1,733,867-100%$50.1M———
Morgan Stanley
N/A—1,573,628-1,573,628-100%$45.4M———
Bank of America Corp
N/A—1,452,297-1,452,297-100%$41.9M———
Cetera Investment Advisers
N/A—723,833-723,833-100%$20.9M———
Osaic Holdings, Inc.
N/A—639,048-639,048-100%$18.4M———
Harbour Investments, Inc.
N/A—392,293-392,293-100%$11.3M———
Equitable Holdings, Inc.
N/A—322,675-322,675-100%$9.3M———
Stifel Financial Corp
N/A—319,480-319,480-100%$9.2M———
Jones Financial Companies Lllp
N/A—305,934-305,934-100%$8.9M———
Janney Montgomery Scott LLC
N/A—187,796-187,796-100%$5.4M———
Steward Partners Investment Advisory, LLC
N/A—181,408-181,408-100%$5.2M———
Smith, Moore & Co.
N/A—139,230-139,230-100%$4.0M———
Tulsa Wealth Advisors, Inc
N/A—132,531-132,531-100%$3.8M———
NewEdge Advisors, LLC
N/A—116,926-116,926-100%$3.4M———
Envestnet Asset Management Inc
N/A—111,839-111,839-100%$3.2M———
Private Advisor Group, LLC
N/A—99,935-99,935-100%$2.9M———
Benjamin Edwards Inc
N/A—86,837-86,837-100%$2.5M———
Spartan Wealth Advisory Services LLC
N/A—70,700-70,700-100%$2.0M———
Gateway Wealth Partners, LLC
N/A—69,694-69,694-100%$2.0M———
Advisory Services Network, LLC
N/A—69,498-69,498-100%$2.0M———
Arkadios Wealth Advisors
N/A—62,192-62,192-100%$1.8M———
Capital Analysts, LLC
N/A—61,064-61,064-100%$1.8M———
Sanctuary Advisors, LLC
N/A—58,719-58,719-100%$1.7M———
World Investment Advisors
N/A—51,403-51,403-100%$1.5M———
Citadel Advisors LLC
N/A—42,856-42,856-100%$1.2M———
Vienna Asset Management LLC
N/A—38,458-38,458-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—38,152-38,152-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—38,126-38,126-100%$1.1M———
Arrowroot Family Office, LLC
N/A—37,543-37,543-100%$1.1M———
Global Retirement Partners, LLC
N/A—32,200-32,200-100%$929.1K———
Old Mission Capital LLC
N/A—29,914-29,914-100%$863.2K———
Stratos Wealth Partners, Ltd.
N/A—26,343-26,343-100%$760.2K———
JPMorgan Chase & Co
N/A—26,084-26,084-100%$759.6K———
Level Four Advisory Services, LLC
N/A—25,475-25,475-100%$735.1K———
Ameritas Advisory Services, LLC
N/A—20,051-20,051-100%$578.6K———
WCG Wealth Advisors LLC
N/A—16,269-16,269-100%$469.4K———
X Advisors, LLC
N/A—16,009-16,009-100%$467.8K———
Allworth Financial LP
N/A—14,861-14,861-100%$428.8K———
Mariner, LLC
N/A—10,500-10,500-100%$303.0K———
Arete Wealth Advisors, LLC
N/A—10,207-10,207-100%$294.5K———
Franklin Resources Inc
N/A—9,488-9,488-100%$273.8K———
Jane Street Group, LLC
N/A—9,060-9,060-100%$261.4K———
Captrust Financial Advisors
N/A—8,702-8,702-100%$251.1K———
Savvy Advisors, Inc.
N/A—7,996-7,996-100%$230.7K———
Beckerman Institutional, LLC
N/A—7,807-7,807-100%$225.3K———
Western Wealth Management, LLC
N/A—7,198-7,198-100%$207.7K———
BFC Planning, Inc.
N/A—6,107-6,107-100%$176.2K———
AE Wealth Management LLC
N/A—4,787-4,787-100%$138.1K———
Geneos Wealth Management Inc.
N/A—4,762-4,762-100%$137.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,209-4,209-100%$121.5K———
Wellington-Altus USA Inc.
N/A—2,398-2,398-100%$68.9K———
Delos Wealth Advisors, LLC
N/A—1,000-1,000-100%$28.9K———
UBS Group AG
N/A—283-283-100%$8.2K———
Tower Research Capital LLC (TRC)
N/A—100-100-100%$2.9K———
Showing 128 of 128 institutions