Invesco S&P Midcap 400 Pure (RFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

LPL Financial LLC

DECREASED

Shares213,426 from 225,864

Change-12,438 (-6%)

Value$12.6M (-$2.0M)

Filed 2026-11-06

New England Private Wealth Advisors LLC

DECREASED

Shares182,628 from 185,596

Change-2,968 (-2%)

Value$10.8M (-$446.9K)

Filed 2026-10-19

Twelve Points Wealth Management LLC

DECREASED

Shares66,294 from 68,091

Change-1,797 (-3%)

Value$3.8M (-$633.7K)

Filed 2026-11-03

Compton Wealth Advisory Group, LLC

UNCHANGED

Shares47,500 from 47,500

Change0 (0%)

Value$2.8M (-$184.3K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares43,311 from 42,823

Change+488 (+1%)

Value$2.6M (-$202.1K)

Filed 2026-11-02

KPP Advisory Services LLC

DECREASED

Shares26,385 from 28,545

Change-2,160 (-8%)

Value$1.6M (-$281.7K)

Filed 2026-10-26

Kestra Advisory Services, LLC

INCREASED

Shares23,286 from 21,832

Change+1,454 (+7%)

Value$1.4M (-$31.8K)

Filed 2026-11-02

Independent Financial Group, LLC

INCREASED

Shares18,605 from 18,490

Change+115 (+1%)

Value$1.1M (-$92.9K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares17,769 from 21,326

Change-3,557 (-17%)

Value$1.1M (-$325.0K)

Filed 2026-11-02

Integrity Alliance, Llc.

UNCHANGED

Shares15,868 from 15,868

Change0 (0%)

Value$938.4K (-$85.6K)

Filed 2026-10-29

Schear Investment Advisers, LLC

NEW

Shares15,327

Change+15,327

Value$906.4K

Filed 2026-10-14

Tempo Wealth, LLC

INCREASED

Shares15,327 from 15,323

Change+4 (+0%)

Value$906.4K (-$82.4K)

Filed 2026-10-14

Vista Investment Partners LLC

INCREASED

Shares13,837 from 11,870

Change+1,967 (+17%)

Value$818.3K (+$52.3K)

Filed 2026-10-08

M Holdings Securities, Inc.

DECREASED

Shares13,063 from 14,099

Change-1,036 (-7%)

Value$747 (-$148)

Filed 2026-11-03

Willner & Heller, LLC

INCREASED

Shares11,555 from 11,552

Change+3 (+0%)

Value$683.3K (-$62.1K)

Filed 2026-10-28

Connecticut Wealth Management, LLC

UNCHANGED

Shares11,325 from 11,325

Change0 (0%)

Value$669.7K (-$61.1K)

Filed 2026-10-13

Sowell Financial Services LLC

DECREASED

Shares10,783 from 14,664

Change-3,881 (-26%)

Value$637.7K (-$308.6K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares9,715 from 9,540

Change+175 (+2%)

Value$578.3K (-$8.0K)

Filed 2026-10-13

Dale Q Rice Investment Management Ltd

DECREASED

Shares8,567 from 8,601

Change-34 (0%)

Value$506.6K (-$48.4K)

Filed 2026-10-09

Financial Synergies Wealth Advisors, Inc.

INCREASED

Shares8,051 from 6,388

Change+1,663 (+26%)

Value$476.1K (+$63.9K)

Filed 2026-10-16

Fiduciary Alliance LLC

INCREASED

Shares7,519 from 7,159

Change+360 (+5%)

Value$444.7K (-$17.3K)

Filed 2026-10-13

Jacobi Capital Management LLC

INCREASED

Shares6,944 from 6,942

Change+2 (+0%)

Value$410.6K (-$37.3K)

Filed 2026-11-05

Merit Financial Group, LLC

INCREASED

Shares6,891 from 6,890

Change+1 (+0%)

Value$407.5K (-$37.1K)

Filed 2026-11-06

American Institute for Advanced Investment Management, LLP

UNCHANGED

Shares6,872 from 6,872

Change0 (0%)

Value$406.4K (-$37.1K)

Filed 2026-11-03

Oppenheimer & Co Inc

DECREASED

Shares6,532 from 6,672

Change-140 (-2%)

Value$386.3K (-$44.3K)

Filed 2026-10-26

Citizens Financial Group Inc

UNCHANGED

Shares5,471 from 5,471

Change0 (0%)

Value$323.6K (-$29.5K)

Filed 2026-10-23

Wesbanco Bank Inc

UNCHANGED

Shares4,995 from 4,995

Change0 (0%)

Value$295.4K (-$26.9K)

Filed 2026-11-04

Fifth Third Bancorp

UNCHANGED

Shares4,850 from 4,850

Change0 (0%)

Value$286.8K (-$26.2K)

Filed 2026-11-05

Segment Wealth Management, LLC

UNCHANGED

Shares4,830 from 4,830

Change0 (0%)

Value$285.6K (-$26.1K)

Filed 2026-10-26

Badgley Phelps Wealth Managers, LLC

UNCHANGED

Shares4,823 from 4,823

Change0 (0%)

Value$285.2K (-$26.0K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

NEW

Shares4,137

Change+4,137

Value$244.6K

Filed 2026-10-16

Greenleaf Trust

UNCHANGED

Shares3,975 from 3,975

Change0 (0%)

Value$235.1K (-$21.4K)

Filed 2026-10-29

Creative Planning

UNCHANGED

Shares3,858 from 3,858

Change0 (0%)

Value$228.2K (-$20.8K)

Filed 2026-11-02

Flagship Harbor Advisors, LLC

DECREASED

Shares3,727 from 3,802

Change-75 (-2%)

Value$220.4K (-$24.9K)

Filed 2026-10-26

J.W. Cole Advisors, Inc.

UNCHANGED

Shares3,581 from 3,581

Change0 (0%)

Value$211.7K (-$19.3K)

Filed 2026-11-05

Brighton Jones LLC

UNCHANGED

Shares3,574 from 3,574

Change0 (0%)

Value$211.4K (-$19.3K)

Filed 2026-11-03

Goelzer Investment Management, Inc.

UNCHANGED

Shares3,514 from 3,514

Change0 (0%)

Value$207.8K (-$19.0K)

Filed 2026-10-16

RMR Wealth Builders

INCREASED

Shares3,513 from 3,512

Change+1 (+0%)

Value$207.8K (-$18.9K)

Filed 2026-10-22

Spire Wealth Management

UNCHANGED

Shares3,155 from 3,155

Change0 (0%)

Value$186.6K (-$17.0K)

Filed 2026-10-30

Caldwell Trust Co

UNCHANGED

Shares2,850 from 2,850

Change0 (0%)

Value$168.5K (-$15.4K)

Filed 2026-10-30

Trust Co

UNCHANGED

Shares2,268 from 2,268

Change0 (0%)

Value$134.1K (-$12.2K)

Filed 2026-10-09

GHP Investment Advisors, Inc.

UNCHANGED

Shares1,735 from 1,735

Change0 (0%)

Value$102.6K (-$9.4K)

Filed 2026-10-15

Hughes Financial Services, LLC

UNCHANGED

Shares1,615 from 1,615

Change0 (0%)

Value$93.6K (-$10.6K)

Filed 2026-10-30

Horizons Wealth Management

NEW

Shares1,297

Change+1,297

Value$76.7K

Filed 2026-10-05

Citigroup Inc

DECREASED

Shares1,240 from 1,719

Change-479 (-28%)

Value$73.3K (-$37.6K)

Filed 2026-11-04

Farther Finance Advisors, LLC

UNCHANGED

Shares1,038 from 1,038

Change0 (0%)

Value$61.4K (-$5.6K)

Filed 2026-10-08

Trust Co of Toledo NA

UNCHANGED

Shares1,020 from 1,020

Change0 (0%)

Value$60.3K (-$5.5K)

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares878 from 878

Change0 (0%)

Value$51.9K (-$4.7K)

Filed 2026-11-06

Toth Financial Advisory Corp

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$44.4K (-$4.0K)

Filed 2026-10-08

IFP Advisors, Inc

UNCHANGED

Shares676 from 676

Change0 (0%)

Value$40.0K (-$3.6K)

Filed 2026-10-16

Evolution Wealth Management Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$29.6K (-$2.7K)

Filed 2026-10-28

Valley National Advisers Inc

DECREASED

Shares393 from 540

Change-147 (-27%)

Value$23.2K (-$11.6K)

Filed 2026-10-23

Parallel Advisors, LLC

UNCHANGED

Shares342 from 342

Change0 (0%)

Value$20.2K (-$1.8K)

Filed 2026-11-03

Main Street Group, LTD

UNCHANGED

Shares325 from 325

Change0 (0%)

Value$19.2K (-$1.8K)

Filed 2026-10-28

Pflug Koory, LLC

UNCHANGED

Shares311 from 311

Change0 (0%)

Value$18.4K (-$1.7K)

Filed 2026-10-26

Rossby Financial, LCC

UNCHANGED

Shares280 from 280

Change0 (0%)

Value$16.6K (-$1.5K)

Filed 2026-11-05

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares260 from 260

Change0 (0%)

Value$15.4K (-$1.4K)

Filed 2026-10-23

Kings Path Partners LLC

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$13.6K (-$1.2K)

Filed 2026-10-21

Commonwealth Financial Services, LLC

CLOSED

Shares0 from 17,132

Change-17,132 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-20

Fortitude Advisory Group L.L.C.

CLOSED

Shares0 from 3,303

Change-3,303 (-100%)

Value$0 (-$213.1K)

Filed 2026-10-15

Members Wealth LLC

CLOSED

Shares0 from 3,272

Change-3,272 (-100%)

Value$0 (-$211.1K)

Filed 2026-10-20

Sage Rhino Capital LLC

CLOSED

Shares0 from 3,165

Change-3,165 (-100%)

Value$0 (-$204.2K)

Filed 2026-10-28

Salem Investment Counselors Inc

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$161.3K)

Filed 2026-10-13

Robinswood Financial LLC

CLOSED

Shares0 from 765

Change-765 (-100%)

Value$0 (-$49.4K)

Filed 2026-10-20

International Assets Investment Management, LLC

CLOSED

Shares0 from 88

Change-88 (-100%)

Value$0 (-$5.6K)

Filed 2026-11-02

Morgan Stanley

N/A

Shares— from 228,910

Change-228,910 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 79,512

Change-79,512 (-100%)

Value—

Tradewinds, Llc.

N/A

Shares— from 74,955

Change-74,955 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 74,539

Change-74,539 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 54,494

Change-54,494 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 48,128

Change-48,128 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 40,211

Change-40,211 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 39,947

Change-39,947 (-100%)

Value—

UBS Group AG

N/A

Shares— from 36,579

Change-36,579 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 30,005

Change-30,005 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 29,778

Change-29,778 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 26,793

Change-26,793 (-100%)

Value—

Cornerstone Financial Group, LLC

N/A

Shares— from 25,680

Change-25,680 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 25,384

Change-25,384 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 24,681

Change-24,681 (-100%)

Value—

FMR LLC

N/A

Shares— from 23,873

Change-23,873 (-100%)

Value—

Stephens Inc

N/A

Shares— from 23,700

Change-23,700 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 18,543

Change-18,543 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 11,375

Change-11,375 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,312

Change-10,312 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 9,011

Change-9,011 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 8,730

Change-8,730 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,716

Change-8,716 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,146

Change-8,146 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 7,325

Change-7,325 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 7,230

Change-7,230 (-100%)

Value—

Ironwood Investment Counsel, LLC

N/A

Shares— from 6,903

Change-6,903 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 6,676

Change-6,676 (-100%)

Value—

Commerce Bank

N/A

Shares— from 6,510

Change-6,510 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 6,253

Change-6,253 (-100%)

Value—

Genesis Wealth Advisors, LLC

N/A

Shares— from 5,570

Change-5,570 (-100%)

Value—

Heritage Trust Co

N/A

Shares— from 5,273

Change-5,273 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 5,205

Change-5,205 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,178

Change-5,178 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,129

Change-5,129 (-100%)

Value—

Cahill Financial Advisors Inc

N/A

Shares— from 4,920

Change-4,920 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 4,637

Change-4,637 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 4,635

Change-4,635 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 4,308

Change-4,308 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 3,987

Change-3,987 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 3,777

Change-3,777 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Truepoint, Inc.

N/A

Shares— from 3,266

Change-3,266 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 1,875

Change-1,875 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 1,106

Change-1,106 (-100%)

Value—

Blair William & Co

N/A

Shares— from 859

Change-859 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 755

Change-755 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 750

Change-750 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 500

Change-500 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 430

Change-430 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 250

Change-250 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 248

Change-248 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 193

Change-193 (-100%)

Value—

Marshall Investment Management, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	213,426	225,864	-12,438	-6%	$14.6M	$12.6M	-$2.0M	2026-11-06
New England Private Wealth Advisors LLC	DECREASED	182,628	185,596	-2,968	-2%	$11.2M	$10.8M	-$446.9K	2026-10-19
Twelve Points Wealth Management LLC	DECREASED	66,294	68,091	-1,797	-3%	$4.4M	$3.8M	-$633.7K	2026-11-03
Compton Wealth Advisory Group, LLC	UNCHANGED	47,500	47,500	0	0%	$3.0M	$2.8M	-$184.3K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	43,311	42,823	+488	+1%	$2.8M	$2.6M	-$202.1K	2026-11-02
KPP Advisory Services LLC	DECREASED	26,385	28,545	-2,160	-8%	$1.8M	$1.6M	-$281.7K	2026-10-26
Kestra Advisory Services, LLC	INCREASED	23,286	21,832	+1,454	+7%	$1.4M	$1.4M	-$31.8K	2026-11-02
Independent Financial Group, LLC	INCREASED	18,605	18,490	+115	+1%	$1.2M	$1.1M	-$92.9K	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	17,769	21,326	-3,557	-17%	$1.4M	$1.1M	-$325.0K	2026-11-02
Integrity Alliance, Llc.	UNCHANGED	15,868	15,868	0	0%	$1.0M	$938.4K	-$85.6K	2026-10-29
Schear Investment Advisers, LLC	NEW	15,327	—	+15,327	—	—	$906.4K	—	2026-10-14
Tempo Wealth, LLC	INCREASED	15,327	15,323	+4	+0%	$988.8K	$906.4K	-$82.4K	2026-10-14
Vista Investment Partners LLC	INCREASED	13,837	11,870	+1,967	+17%	$766.0K	$818.3K	+$52.3K	2026-10-08
M Holdings Securities, Inc.	DECREASED	13,063	14,099	-1,036	-7%	$895	$747	-$148	2026-11-03
Willner & Heller, LLC	INCREASED	11,555	11,552	+3	+0%	$745.4K	$683.3K	-$62.1K	2026-10-28
Connecticut Wealth Management, LLC	UNCHANGED	11,325	11,325	0	0%	$730.8K	$669.7K	-$61.1K	2026-10-13
Sowell Financial Services LLC	DECREASED	10,783	14,664	-3,881	-26%	$946.3K	$637.7K	-$308.6K	2026-10-23
Wealth Enhancement Advisory Services, LLC	INCREASED	9,715	9,540	+175	+2%	$586.3K	$578.3K	-$8.0K	2026-10-13
Dale Q Rice Investment Management Ltd	DECREASED	8,567	8,601	-34	0%	$555.0K	$506.6K	-$48.4K	2026-10-09
Financial Synergies Wealth Advisors, Inc.	INCREASED	8,051	6,388	+1,663	+26%	$412.2K	$476.1K	+$63.9K	2026-10-16
Fiduciary Alliance LLC	INCREASED	7,519	7,159	+360	+5%	$462.0K	$444.7K	-$17.3K	2026-10-13
Jacobi Capital Management LLC	INCREASED	6,944	6,942	+2	+0%	$448.0K	$410.6K	-$37.3K	2026-11-05
Merit Financial Group, LLC	INCREASED	6,891	6,890	+1	+0%	$444.6K	$407.5K	-$37.1K	2026-11-06
American Institute for Advanced Investment Management, LLP	UNCHANGED	6,872	6,872	0	0%	$443.5K	$406.4K	-$37.1K	2026-11-03
Oppenheimer & Co Inc	DECREASED	6,532	6,672	-140	-2%	$430.5K	$386.3K	-$44.3K	2026-10-26
Citizens Financial Group Inc	UNCHANGED	5,471	5,471	0	0%	$353.1K	$323.6K	-$29.5K	2026-10-23
Wesbanco Bank Inc	UNCHANGED	4,995	4,995	0	0%	$322.3K	$295.4K	-$26.9K	2026-11-04
Fifth Third Bancorp	UNCHANGED	4,850	4,850	0	0%	$313.0K	$286.8K	-$26.2K	2026-11-05
Segment Wealth Management, LLC	UNCHANGED	4,830	4,830	0	0%	$311.7K	$285.6K	-$26.1K	2026-10-26
Badgley Phelps Wealth Managers, LLC	UNCHANGED	4,823	4,823	0	0%	$311.2K	$285.2K	-$26.0K	2026-10-22
Concurrent Investment Advisors, LLC	NEW	4,137	—	+4,137	—	—	$244.6K	—	2026-10-16
Greenleaf Trust	UNCHANGED	3,975	3,975	0	0%	$256.5K	$235.1K	-$21.4K	2026-10-29
Creative Planning	UNCHANGED	3,858	3,858	0	0%	$249.0K	$228.2K	-$20.8K	2026-11-02
Flagship Harbor Advisors, LLC	DECREASED	3,727	3,802	-75	-2%	$245.4K	$220.4K	-$24.9K	2026-10-26
J.W. Cole Advisors, Inc.	UNCHANGED	3,581	3,581	0	0%	$231.1K	$211.7K	-$19.3K	2026-11-05
Brighton Jones LLC	UNCHANGED	3,574	3,574	0	0%	$230.6K	$211.4K	-$19.3K	2026-11-03
Goelzer Investment Management, Inc.	UNCHANGED	3,514	3,514	0	0%	$226.8K	$207.8K	-$19.0K	2026-10-16
RMR Wealth Builders	INCREASED	3,513	3,512	+1	+0%	$226.7K	$207.8K	-$18.9K	2026-10-22
Spire Wealth Management	UNCHANGED	3,155	3,155	0	0%	$203.6K	$186.6K	-$17.0K	2026-10-30
Caldwell Trust Co	UNCHANGED	2,850	2,850	0	0%	$183.9K	$168.5K	-$15.4K	2026-10-30
Trust Co	UNCHANGED	2,268	2,268	0	0%	$146.4K	$134.1K	-$12.2K	2026-10-09
GHP Investment Advisors, Inc.	UNCHANGED	1,735	1,735	0	0%	$111.9K	$102.6K	-$9.4K	2026-10-15
Hughes Financial Services, LLC	UNCHANGED	1,615	1,615	0	0%	$104.2K	$93.6K	-$10.6K	2026-10-30
Horizons Wealth Management	NEW	1,297	—	+1,297	—	—	$76.7K	—	2026-10-05
Citigroup Inc	DECREASED	1,240	1,719	-479	-28%	$110.9K	$73.3K	-$37.6K	2026-11-04
Farther Finance Advisors, LLC	UNCHANGED	1,038	1,038	0	0%	$67.0K	$61.4K	-$5.6K	2026-10-08
Trust Co of Toledo NA	UNCHANGED	1,020	1,020	0	0%	$65.8K	$60.3K	-$5.5K	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	878	878	0	0%	$56.7K	$51.9K	-$4.7K	2026-11-06
Toth Financial Advisory Corp	UNCHANGED	750	750	0	0%	$48.4K	$44.4K	-$4.0K	2026-10-08
IFP Advisors, Inc	UNCHANGED	676	676	0	0%	$43.6K	$40.0K	-$3.6K	2026-10-16
Evolution Wealth Management Inc.	UNCHANGED	500	500	0	0%	$32.3K	$29.6K	-$2.7K	2026-10-28
Valley National Advisers Inc	DECREASED	393	540	-147	-27%	$34.8K	$23.2K	-$11.6K	2026-10-23
Parallel Advisors, LLC	UNCHANGED	342	342	0	0%	$22.1K	$20.2K	-$1.8K	2026-11-03
Main Street Group, LTD	UNCHANGED	325	325	0	0%	$21.0K	$19.2K	-$1.8K	2026-10-28
Pflug Koory, LLC	UNCHANGED	311	311	0	0%	$20.1K	$18.4K	-$1.7K	2026-10-26
Rossby Financial, LCC	UNCHANGED	280	280	0	0%	$18.1K	$16.6K	-$1.5K	2026-11-05
Dhjj Financial Advisors, Ltd.	UNCHANGED	260	260	0	0%	$16.8K	$15.4K	-$1.4K	2026-10-23
Kings Path Partners LLC	UNCHANGED	230	230	0	0%	$14.8K	$13.6K	-$1.2K	2026-10-21
Commonwealth Financial Services, LLC	CLOSED	0	17,132	-17,132	-100%	$1.1M	$0	-$1.1M	2026-10-20
Fortitude Advisory Group L.L.C.	CLOSED	0	3,303	-3,303	-100%	$213.1K	$0	-$213.1K	2026-10-15
Members Wealth LLC	CLOSED	0	3,272	-3,272	-100%	$211.1K	$0	-$211.1K	2026-10-20
Sage Rhino Capital LLC	CLOSED	0	3,165	-3,165	-100%	$204.2K	$0	-$204.2K	2026-10-28
Salem Investment Counselors Inc	CLOSED	0	2,500	-2,500	-100%	$161.3K	$0	-$161.3K	2026-10-13
Robinswood Financial LLC	CLOSED	0	765	-765	-100%	$49.4K	$0	-$49.4K	2026-10-20
International Assets Investment Management, LLC	CLOSED	0	88	-88	-100%	$5.6K	$0	-$5.6K	2026-11-02
Morgan Stanley	N/A	—	228,910	-228,910	-100%	$14.8M	—	—	—
Wells Fargo & Company	N/A	—	79,512	-79,512	-100%	$5.1M	—	—	—
Tradewinds, Llc.	N/A	—	74,955	-74,955	-100%	$394.8K	—	—	—
Coldstream Capital Management Inc	N/A	—	74,539	-74,539	-100%	$4.8M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	54,494	-54,494	-100%	$3.5M	—	—	—
Bank of America Corp	N/A	—	48,128	-48,128	-100%	$3.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	40,211	-40,211	-100%	$2.6M	—	—	—
Prosperity Consulting Group, LLC	N/A	—	39,947	-39,947	-100%	$2.6M	—	—	—
UBS Group AG	N/A	—	36,579	-36,579	-100%	$2.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	30,005	-30,005	-100%	$1.9M	—	—	—
Royal Bank of Canada	N/A	—	29,778	-29,778	-100%	$1.9M	—	—	—
Cetera Investment Advisers	N/A	—	26,793	-26,793	-100%	$1.7M	—	—	—
Cornerstone Financial Group, LLC	N/A	—	25,680	-25,680	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	25,384	-25,384	-100%	$1.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	24,681	-24,681	-100%	$1.6M	—	—	—
FMR LLC	N/A	—	23,873	-23,873	-100%	$1.5M	—	—	—
Stephens Inc	N/A	—	23,700	-23,700	-100%	$1.5M	—	—	—
HighTower Advisors, LLC	N/A	—	18,543	-18,543	-100%	$1.2M	—	—	—
Pacific SUN Financial Corp	N/A	—	11,375	-11,375	-100%	$734.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,312	-10,312	-100%	$665.4K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	9,011	-9,011	-100%	$581.5K	—	—	—
Ballentine Partners, LLC	N/A	—	8,730	-8,730	-100%	$563.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	8,716	-8,716	-100%	$548.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,146	-8,146	-100%	$525.6K	—	—	—
Goldman Sachs Group Inc	N/A	—	7,325	-7,325	-100%	$472.7K	—	—	—
HighPoint Advisor Group LLC	N/A	—	7,230	-7,230	-100%	$466.6K	—	—	—
Ironwood Investment Counsel, LLC	N/A	—	6,903	-6,903	-100%	$445.5K	—	—	—
Stifel Financial Corp	N/A	—	6,676	-6,676	-100%	$430.8K	—	—	—
Commerce Bank	N/A	—	6,510	-6,510	-100%	$420.1K	—	—	—
Cary Street Partners Financial LLC	N/A	—	6,253	-6,253	-100%	$403.5K	—	—	—
Genesis Wealth Advisors, LLC	N/A	—	5,570	-5,570	-100%	$359.4K	—	—	—
Heritage Trust Co	N/A	—	5,273	-5,273	-100%	$340.3K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	5,205	-5,205	-100%	$335.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,178	-5,178	-100%	$334.2K	—	—	—
Private Advisor Group, LLC	N/A	—	5,129	-5,129	-100%	$331.0K	—	—	—
Cahill Financial Advisors Inc	N/A	—	4,920	-4,920	-100%	$317.5K	—	—	—
Captrust Financial Advisors	N/A	—	4,637	-4,637	-100%	$299.2K	—	—	—
Glassman Wealth Services	N/A	—	4,635	-4,635	-100%	$299.1K	—	—	—
Focus Partners Wealth	N/A	—	4,308	-4,308	-100%	$278.0K	—	—	—
Ameriprise Financial Inc	N/A	—	3,987	-3,987	-100%	$257.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	3,777	-3,777	-100%	$243.7K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	3,500	-3,500	-100%	$225.9K	—	—	—
Truepoint, Inc.	N/A	—	3,266	-3,266	-100%	$210.8K	—	—	—
Howe & Rusling Inc	N/A	—	1,875	-1,875	-100%	$121.0K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	1,106	-1,106	-100%	$71.4K	—	—	—
Blair William & Co	N/A	—	859	-859	-100%	$55.4K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	755	-755	-100%	$48.7K	—	—	—
Topsail Wealth Management, LLC	N/A	—	750	-750	-100%	$48.4K	—	—	—
JPMorgan Chase & Co	N/A	—	500	-500	-100%	$31.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	430	-430	-100%	$27.7K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	250	-250	-100%	$16.1K	—	—	—
AE Wealth Management LLC	N/A	—	248	-248	-100%	$16.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	193	-193	-100%	$12.4K	—	—	—
Marshall Investment Management, LLC	N/A	—	47	-47	-100%	$3.0K	—	—	—

Showing 119 of 119 institutions