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Hartford Municipal OPP ETF (HMOP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avantax Planning Partners, Inc.
INCREASED
Shares896,816 from 282,628
Change+614,188 (+217%)
Value$33.0M (+$22.0M)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares697,712 from 574,747
Change+122,965 (+21%)
Value$25.7M (+$3.2M)
Filed 2026-10-23
Goldstein Advisors, LLC
INCREASED
Shares553,698 from 546,282
Change+7,416 (+1%)
Value$20.4M (-$980.4K)
Filed 2026-10-15
Legacy Wealth Management, LLC
DECREASED
Shares512,834 from 617,517
Change-104,683 (-17%)
Value$18.9M (-$5.3M)
Filed 2026-10-22
Johnson & White Wealth Management, LLC
INCREASED
Shares335,319 from 314,557
Change+20,762 (+7%)
Value$12.4M (+$43.2K)
Filed 2026-11-03
Sepio Capital, LP
INCREASED
Shares314,277 from 290,404
Change+23,873 (+8%)
Value$11.6M (+$213.3K)
Filed 2026-10-22
Bernardo Wealth Planning LLC
INCREASED
Shares239,860 from 134,295
Change+105,565 (+79%)
Value$8.8M (+$3.6M)
Filed 2026-10-23
Fragasso Financial Advisors Inc
DECREASED
Shares213,591 from 296,157
Change-82,566 (-28%)
Value$7.9M (-$3.7M)
Filed 2026-10-13
ERn Financial, LLC
DECREASED
Shares207,156 from 208,729
Change-1,573 (-1%)
Value$7.6M (-$537.0K)
Filed 2026-10-28
Verus Capital Partners, LLC
INCREASED
Shares191,963 from 150,118
Change+41,845 (+28%)
Value$7.1M (+$1.2M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares190,956 from 189,048
Change+1,908 (+1%)
Value$7.1M (-$340.5K)
Filed 2026-11-02
Blue Water Asset Management
DECREASED
Shares188,317 from 206,678
Change-18,361 (-9%)
Value$6.9M (-$1.2M)
Filed 2026-11-04
GGM Financial LLC
DECREASED
Shares185,508 from 248,505
Change-62,997 (-25%)
Value$6.8M (-$2.9M)
Filed 2026-11-05
Henderson Brothers Financial Partners, LLC
INCREASED
Shares152,518 from 131,048
Change+21,470 (+16%)
Value$5.6M (+$490.4K)
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares133,504 from 122,346
Change+11,158 (+9%)
Value$4.9M (+$130.4K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
DECREASED
Shares131,446 from 141,018
Change-9,572 (-7%)
Value$4.8M (-$676.3K)
Filed 2026-10-21
Strid Group, LLC
INCREASED
Shares113,409 from 106,597
Change+6,812 (+6%)
Value$4.2M (+$6.4K)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
NEW
Shares110,996
Change+110,996
Value$4.1M
Filed 2026-10-14
RTD Financial Advisors, Inc.
INCREASED
Shares103,705 from 71,176
Change+32,529 (+46%)
Value$3.8M (+$1.0M)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares101,774 from 105,123
Change-3,349 (-3%)
Value$3.8M (-$364.7K)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares74,665 from 67,639
Change+7,026 (+10%)
Value$2.8M (+$103.7K)
Filed 2026-10-08
Apollon Financial, LLC
INCREASED
Shares74,507 from 69,161
Change+5,346 (+8%)
Value$2.7M (+$38.3K)
Filed 2026-10-23
Thrive Wealth Management, LLC
INCREASED
Shares71,281 from 55,560
Change+15,721 (+28%)
Value$2.6M (+$451.8K)
Filed 2026-10-13
Uniting Wealth Partners, LLC
DECREASED
Shares65,524 from 115,131
Change-49,607 (-43%)
Value$2.4M (-$2.1M)
Filed 2026-11-06
Landmark Wealth Management, LLC
DECREASED
Shares63,917 from 66,532
Change-2,615 (-4%)
Value$2.4M (-$249.1K)
Filed 2026-11-03
Arkansas Financial Group, Inc.
INCREASED
Shares62,641 from 33,375
Change+29,266 (+88%)
Value$2.3M (+$1.0M)
Filed 2026-10-26
Vicus Capital
INCREASED
Shares56,636 from 24,822
Change+31,814 (+128%)
Value$2.1M (+$1.1M)
Filed 2026-11-05
Richard P Slaughter Associates Inc
DECREASED
Shares55,438 from 56,538
Change-1,100 (-2%)
Value$2.0M (-$170.3K)
Filed 2026-10-13
Stonehearth Capital Management, LLC
INCREASED
Shares51,891 from 23,451
Change+28,440 (+121%)
Value$1.9M (+$994.2K)
Filed 2026-10-13
Fifth Third Securities, Inc.
INCREASED
Shares47,294 from 46,987
Change+307 (+1%)
Value$1.7M (-$96.5K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares44,145 from 42,568
Change+1,577 (+4%)
Value$1.6M (-$39.6K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares33,883 from 33,386
Change+497 (+1%)
Value$1.2M (-$58.3K)
Filed 2026-11-02
Magnus Financial Group LLC
DECREASED
Shares29,108 from 29,991
Change-883 (-3%)
Value$1.1M (-$101.4K)
Filed 2026-10-21
Westside Investment Management, Inc.
UNCHANGED
Shares26,329 from 26,329
Change0 (0%)
Value$971.3K (-$59.3K)
Filed 2026-11-02
Montis Financial, LLC
DECREASED
Shares26,323 from 31,716
Change-5,393 (-17%)
Value$970.0K (-$271.5K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares24,392 from 22,378
Change+2,014 (+9%)
Value$898.8K (+$22.9K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares23,839 from 16,288
Change+7,551 (+46%)
Value$878.5K (+$240.8K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares22,690 from 16,045
Change+6,645 (+41%)
Value$836.1K (+$208.1K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares21,925 from 25,202
Change-3,277 (-13%)
Value$813.0K (-$174.0K)
Filed 2026-11-05
Prairie Advisory, LLC
INCREASED
Shares21,356 from 10,645
Change+10,711 (+101%)
Value$786.9K (+$370.2K)
Filed 2026-10-19
Sage Private Wealth Group, LLC
NEW
Shares20,130
Change+20,130
Value$741.8K
Filed 2026-10-21
Merit Financial Group, LLC
DECREASED
Shares15,491 from 18,302
Change-2,811 (-15%)
Value$570.9K (-$145.6K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,579 from 55,272
Change-40,693 (-74%)
Value$537.0K (-$1.6M)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares14,577 from 14,527
Change+50 (+0%)
Value$537.2K (-$31.5K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares13,413
Change+13,413
Value$510
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares12,956 from 23,928
Change-10,972 (-46%)
Value$477.4K (-$459.2K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares12,830 from 11,802
Change+1,028 (+9%)
Value$472.8K (+$10.8K)
Filed 2026-11-05
Davenport & Co LLC
NEW
Shares11,169
Change+11,169
Value$411.6K
Filed 2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED
Shares10,350 from 10,350
Change0 (0%)
Value$381.4K (-$23.8K)
Filed 2026-10-09
Amplius Wealth Advisors, LLC
DECREASED
Shares9,773 from 11,298
Change-1,525 (-13%)
Value$360.1K (-$82.1K)
Filed 2026-10-20
Evolution Wealth Management Inc.
INCREASED
Shares8,858 from 8,529
Change+329 (+4%)
Value$326.4K (-$7.5K)
Filed 2026-10-28
Princeton Global Asset Management LLC
DECREASED
Shares8,684 from 10,007
Change-1,323 (-13%)
Value$320.0K (-$71.7K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
NEW
Shares8,326
Change+8,326
Value$306.8K
Filed 2026-10-26
SAX Wealth Advisors, LLC
NEW
Shares7,830
Change+7,830
Value$288.5K
Filed 2026-10-13
Urban Wealth Management, LLC
NEW
Shares7,777
Change+7,777
Value$286.6K
Filed 2026-10-21
Legacy CG, LLC
NEW
Shares7,594
Change+7,594
Value$279.8K
Filed 2026-10-30
Symphony Financial, Ltd. Co.
NEW
Shares7,290
Change+7,290
Value$268.6K
Filed 2026-10-22
Kestra Private Wealth Services, LLC
NEW
Shares6,719
Change+6,719
Value$247.6K
Filed 2026-11-06
AdvisorNet Financial, Inc
DECREASED
Shares6,693 from 7,030
Change-337 (-5%)
Value$249.1K (-$26.1K)
Filed 2026-10-15
StoneX Group Inc.
NEW
Shares6,480
Change+6,480
Value$243.6K
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares6,329 from 6,276
Change+53 (+1%)
Value$233.2K (-$12.4K)
Filed 2026-10-14
Strategic Blueprint, LLC
DECREASED
Shares6,050 from 13,700
Change-7,650 (-56%)
Value$222.9K (-$313.3K)
Filed 2026-10-22
Vise Technologies, Inc.
DECREASED
Shares5,837 from 8,097
Change-2,260 (-28%)
Value$215.1K (-$101.9K)
Filed 2026-10-29
Cedar Point Capital Partners, LLC
INCREASED
Shares5,707 from 5,607
Change+100 (+2%)
Value$210.3K (-$9.2K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
UNCHANGED
Shares5,577 from 5,577
Change0 (0%)
Value$205.5K (-$12.8K)
Filed 2026-10-01
Hill Island Financial LLC
DECREASED
Shares5,477 from 5,713
Change-236 (-4%)
Value$201.8K (-$21.8K)
Filed 2026-10-20
United Community Bank
INCREASED
Shares3,090 from 3,060
Change+30 (+1%)
Value$113.9K (-$5.9K)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares3,042 from 3,042
Change0 (0%)
Value$112.1K (-$7.0K)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$17.4K (-$1.1K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares322
Change+322
Value$11.9K
Filed 2026-11-04
PNC Financial Services Group, Inc.
NEW
Shares284
Change+284
Value$10.5K
Filed 2026-11-06
Balance Wealth Partners LLC
NEW
Shares68
Change+68
Value$2.5K
Filed 2026-10-27
HB Wealth Management, LLC
CLOSED
Shares0 from 7,793
Change-7,793 (-100%)
Value$0 (-$305.1K)
Filed 2026-10-23
Ascentis Independent Advisors
CLOSED
Shares0 from 471
Change-471 (-100%)
Value$0 (-$18.4K)
Filed 2026-11-03
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,693,868
Change-1,693,868 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,641,662
Change-1,641,662 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,286,412
Change-1,286,412 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,122,049
Change-1,122,049 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 807,346
Change-807,346 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 406,292
Change-406,292 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 371,241
Change-371,241 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 293,030
Change-293,030 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 253,027
Change-253,027 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 245,363
Change-245,363 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 202,754
Change-202,754 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 167,888
Change-167,888 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 167,183
Change-167,183 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 160,753
Change-160,753 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 141,826
Change-141,826 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 123,363
Change-123,363 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 120,221
Change-120,221 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 85,193
Change-85,193 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,138
Change-85,138 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 75,032
Change-75,032 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 73,506
Change-73,506 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 70,406
Change-70,406 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 65,989
Change-65,989 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 64,004
Change-64,004 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 63,229
Change-63,229 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 62,992
Change-62,992 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 60,864
Change-60,864 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 60,366
Change-60,366 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 50,281
Change-50,281 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 48,520
Change-48,520 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 43,792
Change-43,792 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 39,882
Change-39,882 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,894
Change-34,894 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 31,084
Change-31,084 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 27,982
Change-27,982 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 26,673
Change-26,673 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 22,765
Change-22,765 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 20,652
Change-20,652 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 20,361
Change-20,361 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,694
Change-19,694 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 19,290
Change-19,290 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 19,138
Change-19,138 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 16,788
Change-16,788 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,589
Change-14,589 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 14,298
Change-14,298 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 12,665
Change-12,665 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,925
Change-11,925 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 8,092
Change-8,092 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 8,073
Change-8,073 (-100%)
Value—
&partners
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 279
Change-279 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Avantax Planning Partners, Inc.
INCREASED896,816282,628+614,188+217%$11.1M$33.0M+$22.0M2026-11-03
Apollon Wealth Management, LLC
INCREASED697,712574,747+122,965+21%$22.5M$25.7M+$3.2M2026-10-23
Goldstein Advisors, LLC
INCREASED553,698546,282+7,416+1%$21.4M$20.4M-$980.4K2026-10-15
Legacy Wealth Management, LLC
DECREASED512,834617,517-104,683-17%$24.2M$18.9M-$5.3M2026-10-22
Johnson & White Wealth Management, LLC
INCREASED335,319314,557+20,762+7%$12.3M$12.4M+$43.2K2026-11-03
Sepio Capital, LP
INCREASED314,277290,404+23,873+8%$11.4M$11.6M+$213.3K2026-10-22
Bernardo Wealth Planning LLC
INCREASED239,860134,295+105,565+79%$5.3M$8.8M+$3.6M2026-10-23
Fragasso Financial Advisors Inc
DECREASED213,591296,157-82,566-28%$11.6M$7.9M-$3.7M2026-10-13
ERn Financial, LLC
DECREASED207,156208,729-1,573-1%$8.2M$7.6M-$537.0K2026-10-28
Verus Capital Partners, LLC
INCREASED191,963150,118+41,845+28%$5.9M$7.1M+$1.2M2026-11-03
Kestra Advisory Services, LLC
INCREASED190,956189,048+1,908+1%$7.4M$7.1M-$340.5K2026-11-02
Blue Water Asset Management
DECREASED188,317206,678-18,361-9%$8.1M$6.9M-$1.2M2026-11-04
GGM Financial LLC
DECREASED185,508248,505-62,997-25%$9.7M$6.8M-$2.9M2026-11-05
Henderson Brothers Financial Partners, LLC
INCREASED152,518131,048+21,470+16%$5.1M$5.6M+$490.4K2026-11-03
Retirement Planning Group, LLC
INCREASED133,504122,346+11,158+9%$4.8M$4.9M+$130.4K2026-10-19
Wealthcare Advisory Partners LLC
DECREASED131,446141,018-9,572-7%$5.5M$4.8M-$676.3K2026-10-21
Strid Group, LLC
INCREASED113,409106,597+6,812+6%$4.2M$4.2M+$6.4K2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
NEW110,996—+110,996——$4.1M—2026-10-14
RTD Financial Advisors, Inc.
INCREASED103,70571,176+32,529+46%$2.8M$3.8M+$1.0M2026-10-09
Commonwealth Equity Services, LLC
DECREASED101,774105,123-3,349-3%$4.1M$3.8M-$364.7K2026-11-02
Gamma Investing LLC
INCREASED74,66567,639+7,026+10%$2.6M$2.8M+$103.7K2026-10-08
Apollon Financial, LLC
INCREASED74,50769,161+5,346+8%$2.7M$2.7M+$38.3K2026-10-23
Thrive Wealth Management, LLC
INCREASED71,28155,560+15,721+28%$2.2M$2.6M+$451.8K2026-10-13
Uniting Wealth Partners, LLC
DECREASED65,524115,131-49,607-43%$4.5M$2.4M-$2.1M2026-11-06
Landmark Wealth Management, LLC
DECREASED63,91766,532-2,615-4%$2.6M$2.4M-$249.1K2026-11-03
Arkansas Financial Group, Inc.
INCREASED62,64133,375+29,266+88%$1.3M$2.3M+$1.0M2026-10-26
Vicus Capital
INCREASED56,63624,822+31,814+128%$971.7K$2.1M+$1.1M2026-11-05
Richard P Slaughter Associates Inc
DECREASED55,43856,538-1,100-2%$2.2M$2.0M-$170.3K2026-10-13
Stonehearth Capital Management, LLC
INCREASED51,89123,451+28,440+121%$918.0K$1.9M+$994.2K2026-10-13
Fifth Third Securities, Inc.
INCREASED47,29446,987+307+1%$1.8M$1.7M-$96.5K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED44,14542,568+1,577+4%$1.7M$1.6M-$39.6K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED33,88333,386+497+1%$1.3M$1.2M-$58.3K2026-11-02
Magnus Financial Group LLC
DECREASED29,10829,991-883-3%$1.2M$1.1M-$101.4K2026-10-21
Westside Investment Management, Inc.
UNCHANGED26,32926,32900%$1.0M$971.3K-$59.3K2026-11-02
Montis Financial, LLC
DECREASED26,32331,716-5,393-17%$1.2M$970.0K-$271.5K2026-11-04
Axxcess Wealth Management, LLC
INCREASED24,39222,378+2,014+9%$876.0K$898.8K+$22.9K2026-10-21
Sigma Planning Corp
INCREASED23,83916,288+7,551+46%$637.6K$878.5K+$240.8K2026-10-23
Truist Financial Corp
INCREASED22,69016,045+6,645+41%$628.1K$836.1K+$208.1K2026-10-30
Thrivent Financial for Lutherans
DECREASED21,92525,202-3,277-13%$987.0K$813.0K-$174.0K2026-11-05
Prairie Advisory, LLC
INCREASED21,35610,645+10,711+101%$416.7K$786.9K+$370.2K2026-10-19
Sage Private Wealth Group, LLC
NEW20,130—+20,130——$741.8K—2026-10-21
Merit Financial Group, LLC
DECREASED15,49118,302-2,811-15%$716.4K$570.9K-$145.6K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED14,57955,272-40,693-74%$2.2M$537.0K-$1.6M2026-11-02
Private Trust Co NA
INCREASED14,57714,527+50+0%$568.7K$537.2K-$31.5K2026-10-20
M Holdings Securities, Inc.
NEW13,413—+13,413——$510—2026-11-03
Farther Finance Advisors, LLC
DECREASED12,95623,928-10,972-46%$936.6K$477.4K-$459.2K2026-10-08
J.W. Cole Advisors, Inc.
INCREASED12,83011,802+1,028+9%$462.0K$472.8K+$10.8K2026-11-05
Davenport & Co LLC
NEW11,169—+11,169——$411.6K—2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED10,35010,35000%$405.2K$381.4K-$23.8K2026-10-09
Amplius Wealth Advisors, LLC
DECREASED9,77311,298-1,525-13%$442.3K$360.1K-$82.1K2026-10-20
Evolution Wealth Management Inc.
INCREASED8,8588,529+329+4%$333.9K$326.4K-$7.5K2026-10-28
Princeton Global Asset Management LLC
DECREASED8,68410,007-1,323-13%$391.7K$320.0K-$71.7K2026-10-21
Flagship Harbor Advisors, LLC
NEW8,326—+8,326——$306.8K—2026-10-26
SAX Wealth Advisors, LLC
NEW7,830—+7,830——$288.5K—2026-10-13
Urban Wealth Management, LLC
NEW7,777—+7,777——$286.6K—2026-10-21
Legacy CG, LLC
NEW7,594—+7,594——$279.8K—2026-10-30
Symphony Financial, Ltd. Co.
NEW7,290—+7,290——$268.6K—2026-10-22
Kestra Private Wealth Services, LLC
NEW6,719—+6,719——$247.6K—2026-11-06
AdvisorNet Financial, Inc
DECREASED6,6937,030-337-5%$275.2K$249.1K-$26.1K2026-10-15
StoneX Group Inc.
NEW6,480—+6,480——$243.6K—2026-11-03
XY Planning Network, Inc.
INCREASED6,3296,276+53+1%$245.7K$233.2K-$12.4K2026-10-14
Strategic Blueprint, LLC
DECREASED6,05013,700-7,650-56%$536.3K$222.9K-$313.3K2026-10-22
Vise Technologies, Inc.
DECREASED5,8378,097-2,260-28%$317.0K$215.1K-$101.9K2026-10-29
Cedar Point Capital Partners, LLC
INCREASED5,7075,607+100+2%$219.5K$210.3K-$9.2K2026-10-29
Stonebridge Financial Group, LLC
UNCHANGED5,5775,57700%$218.3K$205.5K-$12.8K2026-10-01
Hill Island Financial LLC
DECREASED5,4775,713-236-4%$223.6K$201.8K-$21.8K2026-10-20
United Community Bank
INCREASED3,0903,060+30+1%$119.8K$113.9K-$5.9K2026-10-28
Fifth Third Bancorp
UNCHANGED3,0423,04200%$119.1K$112.1K-$7.0K2026-11-05
Parallel Advisors, LLC
UNCHANGED47347300%$18.5K$17.4K-$1.1K2026-11-03
Nova Financial LLC
NEW322—+322——$11.9K—2026-11-04
PNC Financial Services Group, Inc.
NEW284—+284——$10.5K—2026-11-06
Balance Wealth Partners LLC
NEW68—+68——$2.5K—2026-10-27
HB Wealth Management, LLC
CLOSED07,793-7,793-100%$305.1K$0-$305.1K2026-10-23
Ascentis Independent Advisors
CLOSED0471-471-100%$18.4K$0-$18.4K2026-11-03
Northwestern Mutual Wealth Management Co
N/A—1,693,868-1,693,868-100%$66.3M———
Raymond James Financial Inc
N/A—1,641,662-1,641,662-100%$64.3M———
LPL Financial LLC
N/A—1,286,412-1,286,412-100%$50.4M———
Bank of America Corp
N/A—1,122,049-1,122,049-100%$43.9M———
Steward Partners Investment Advisory, LLC
N/A—807,346-807,346-100%$31.6M———
Jones Financial Companies Lllp
N/A—406,292-406,292-100%$16.0M———
Focus Partners Wealth
N/A—371,241-371,241-100%$14.5M———
Cetera Investment Advisers
N/A—293,030-293,030-100%$11.5M———
Integrated Wealthcare, LLC
N/A—253,027-253,027-100%$9.9M———
JPMorgan Chase & Co
N/A—245,363-245,363-100%$9.6M———
Per Stirling Capital Management, Llc.
N/A—202,754-202,754-100%$7.9M———
HighTower Advisors, LLC
N/A—167,888-167,888-100%$6.6M———
Janney Montgomery Scott LLC
N/A—167,183-167,183-100%$6.5M———
RiverFront Investment Group, LLC
N/A—160,753-160,753-100%$6.3M———
Anderson Financial Strategies, LLC
N/A—141,826-141,826-100%$5.5M———
Osaic Holdings, Inc.
N/A—123,363-123,363-100%$4.8M———
Consilio Wealth Advisors, LLC
N/A—120,221-120,221-100%$4.7M———
EP Wealth Advisors, LLC
N/A—85,193-85,193-100%$3.3M———
NewEdge Advisors, LLC
N/A—85,138-85,138-100%$3.3M———
Jane Street Group, LLC
N/A—75,032-75,032-100%$2.9M———
MML Investors Services, LLC
N/A—73,506-73,506-100%$2.9M———
Mariner, LLC
N/A—70,406-70,406-100%$2.8M———
Envestnet Asset Management Inc
N/A—65,989-65,989-100%$2.6M———
Natixis Advisors, LLC
N/A—64,004-64,004-100%$2.5M———
World Investment Advisors
N/A—63,229-63,229-100%$2.4M———
Elequin Capital, LP
N/A—62,992-62,992-100%$2.5M———
Private Advisor Group, LLC
N/A—60,864-60,864-100%$2.4M———
Crux Wealth Advisors
N/A—60,366-60,366-100%$2.4M———
IHT Wealth Management, LLC
N/A—50,281-50,281-100%$2.0M———
Wells Fargo & Company
N/A—48,520-48,520-100%$1.9M———
Wiser Advisor Group LLC
N/A—43,792-43,792-100%$1.7M———
Sanctuary Advisors, LLC
N/A—39,882-39,882-100%$1.6M———
Citadel Advisors LLC
N/A—34,894-34,894-100%$1.4M———
Evolve Private Wealth, LLC
N/A—31,084-31,084-100%$1.2M———
OneAscent Financial Services LLC
N/A—27,982-27,982-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—26,673-26,673-100%$1.0M———
Old Mission Capital LLC
N/A—22,765-22,765-100%$891.1K———
Summit Financial, LLC
N/A—20,652-20,652-100%$810.8K———
Bleakley Financial Group, LLC
N/A—20,361-20,361-100%$797.0K———
Advyzon Investment Management, LLC
N/A—19,694-19,694-100%$770.9K———
Captrust Financial Advisors
N/A—19,290-19,290-100%$755.1K———
Donaldson Capital Management, LLC
N/A—19,138-19,138-100%$749.2K———
Capital Analysts, LLC
N/A—16,788-16,788-100%$657.0K———
Kingsview Wealth Management, LLC
N/A—14,589-14,589-100%$571.1K———
Barnes Pettey Financial Advisors, LLC
N/A—14,298-14,298-100%$559.7K———
West Michigan Advisors, LLC
N/A—12,665-12,665-100%$496.9K———
Savvy Advisors, Inc.
N/A—11,925-11,925-100%$466.8K———
Benjamin Edwards Inc
N/A—9,377-9,377-100%$367.3K———
Wealthspire Retirement, LLC
N/A—8,092-8,092-100%$315.7K———
Argent Trust Co
N/A—8,073-8,073-100%$316.0K———
&partners
N/A—7,560-7,560-100%$295.9K———
Nicolet Bankshares Inc
N/A—7,098-7,098-100%$278.1K———
Focus Partners Advisor Solutions, LLC
N/A—5,681-5,681-100%$222.4K———
Trajan Wealth LLC
N/A—5,552-5,552-100%$217.3K———
Harbour Investments, Inc.
N/A—4,854-4,854-100%$190.0K———
Royal Bank of Canada
N/A—4,184-4,184-100%$164.0K———
Longview Financial Advisors LLC
N/A—3,030-3,030-100%$118.6K———
Harborfront Financial Group LLC
N/A—2,482-2,482-100%$97.2K———
Rockefeller Capital Management L.P.
N/A—2,388-2,388-100%$93.5K———
Abound Financial, LLC
N/A—698-698-100%$27.3K———
AE Wealth Management LLC
N/A—324-324-100%$12.7K———
FWL Investment Management, LLC
N/A—281-281-100%$11.0K———
Morgan Stanley
N/A—279-279-100%$11.0K———
Quent Capital, LLC
N/A—50-50-100%$2.0K———
Smartleaf Asset Management LLC
N/A—9-9-100%$353———
Showing 139 of 139 institutions