Invesco S&P 500 Equal Weight (RSPG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Matauro, LLC

INCREASED

Shares326,097 from 311,503

Change+14,594 (+5%)

Value$35.0M (+$4.5M)

Filed 2026-11-03

Stonebridge Financial Group, LLC

INCREASED

Shares73,216 from 70,793

Change+2,423 (+3%)

Value$7.9M (+$933.0K)

Filed 2026-10-01

Farther Finance Advisors, LLC

DECREASED

Shares68,170 from 71,506

Change-3,336 (-5%)

Value$7.3M (+$320.8K)

Filed 2026-10-08

Valley Wealth Managers, Inc.

NEW

Shares56,077

Change+56,077

Value$6.0M

Filed 2026-10-09

Guild Investment Management, Inc.

DECREASED

Shares55,590 from 58,760

Change-3,170 (-5%)

Value$6.0M (+$217.6K)

Filed 2026-11-03

Oarsman Capital, Inc.

DECREASED

Shares52,553 from 56,517

Change-3,964 (-7%)

Value$5.6M (+$110.9K)

Filed 2026-11-05

Arkfeld Wealth Strategies, L.L.C.

DECREASED

Shares44,162 from 69,392

Change-25,230 (-36%)

Value$4.9M (-$1.8M)

Filed 2026-10-19

Financial Guidance Group, Inc.

INCREASED

Shares34,698 from 32,024

Change+2,674 (+8%)

Value$3.7M (+$591.6K)

Filed 2026-10-21

Joseph P. Lucia & Associates, LLC

DECREASED

Shares25,228 from 25,677

Change-449 (-2%)

Value$2.7M (+$195.7K)

Filed 2026-10-30

Davis Investment Partners, LLC

DECREASED

Shares25,080 from 30,053

Change-4,973 (-17%)

Value$2.7M (-$248.9K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares24,672 from 24,341

Change+331 (+1%)

Value$2.7M (+$266.9K)

Filed 2026-11-02

Tableaux LLC

INCREASED

Shares23,612 from 22,800

Change+812 (+4%)

Value$2.5M (+$303.9K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

DECREASED

Shares20,225 from 20,326

Change-101 (0%)

Value$2.2M (+$182.3K)

Filed 2026-11-02

Courage Miller Partners, LLC

DECREASED

Shares19,840 from 20,472

Change-632 (-3%)

Value$2.1M (+$126.6K)

Filed 2026-10-21

Shaker Investments LLC

INCREASED

Shares18,117 from 18,110

Change+7 (+0%)

Value$1.9M (+$172.8K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares15,989 from 16,500

Change-511 (-3%)

Value$1.7M (+$102.0K)

Filed 2026-11-02

Somerset Trust Co

INCREASED

Shares14,201 from 13,982

Change+219 (+2%)

Value$1.5M (+$156.4K)

Filed 2026-10-13

Northwest Wealth Advisors, LLC

INCREASED

Shares7,815 from 7,662

Change+153 (+2%)

Value$839.8K (+$89.3K)

Filed 2026-11-02

Walker Asset Management, LLC

DECREASED

Shares6,533 from 6,698

Change-165 (-2%)

Value$702.0K (+$45.9K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares6,339 from 5,862

Change+477 (+8%)

Value$681.2K (+$106.9K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares6,225 from 7,483

Change-1,258 (-17%)

Value$715.8K (-$37.3K)

Filed 2026-10-13

Friedenthal Financial

DECREASED

Shares6,216 from 6,416

Change-200 (-3%)

Value$668.0K (+$39.5K)

Filed 2026-10-27

McKinley Carter Wealth Services, Inc.

UNCHANGED

Shares5,694 from 5,694

Change0 (0%)

Value$611.9K (+$54.1K)

Filed 2026-10-16

Longview Financial Advisors, Inc.

DECREASED

Shares5,669 from 6,039

Change-370 (-6%)

Value$609.3K (+$17.7K)

Filed 2026-10-09

Howard Financial Services, Ltd.

INCREASED

Shares5,379 from 4,767

Change+612 (+13%)

Value$578.0K (+$111.0K)

Filed 2026-10-15

Centurion Wealth Management LLC

INCREASED

Shares5,200 from 4,600

Change+600 (+13%)

Value$558.8K (+$108.2K)

Filed 2026-10-13

Citigroup Inc

INCREASED

Shares4,278 from 3,937

Change+341 (+9%)

Value$459.7K (+$74.0K)

Filed 2026-11-04

Vanguard Capital Wealth Advisors

DECREASED

Shares4,217 from 11,242

Change-7,025 (-62%)

Value$453.1K (-$648.1K)

Filed 2026-10-16

Indivisible Partners

INCREASED

Shares3,932 from 3,729

Change+203 (+5%)

Value$422.5K (+$57.1K)

Filed 2026-10-26

WealthPlan Investment Management, LLC

DECREASED

Shares3,912 from 3,971

Change-59 (-1%)

Value$420.4K (+$31.4K)

Filed 2026-10-15

Wealthcare Advisory Partners LLC

INCREASED

Shares3,353 from 3,342

Change+11 (+0%)

Value$360.3K (+$32.9K)

Filed 2026-10-21

Lido Advisors, LLC

DECREASED

Shares3,233 from 3,460

Change-227 (-7%)

Value$347.4K (+$8.5K)

Filed 2026-11-04

Flaharty Asset Management, LLC

DECREASED

Shares3,053 from 16,436

Change-13,383 (-81%)

Value$337.4K (-$1.3M)

Filed 2026-11-02

Strategic Advisors LLC

UNCHANGED

Shares2,986 from 2,986

Change0 (0%)

Value$320.9K (+$28.4K)

Filed 2026-10-13

Yoder Wealth Management, Inc.

DECREASED

Shares2,809 from 2,898

Change-89 (-3%)

Value$301.9K (+$18.0K)

Filed 2026-10-13

First Heartland Consultants, Inc.

INCREASED

Shares2,769 from 2,501

Change+268 (+11%)

Value$297.5K (+$52.5K)

Filed 2026-10-08

Balboa Wealth Partners

NEW

Shares2,668

Change+2,668

Value$286.7K

Filed 2026-10-20

Northwest Financial Advisors

UNCHANGED

Shares2,347 from 2,347

Change0 (0%)

Value$252.2K (+$22.3K)

Filed 2026-10-27

Crescent Grove Advisors, LLC

UNCHANGED

Shares2,337 from 2,337

Change0 (0%)

Value$251.1K (+$22.2K)

Filed 2026-10-21

Fifth Third Bancorp

INCREASED

Shares2,298 from 2,172

Change+126 (+6%)

Value$246.9K (+$34.2K)

Filed 2026-11-05

MGO One Seven LLC

DECREASED

Shares2,206 from 2,235

Change-29 (-1%)

Value$237.1K (+$18.1K)

Filed 2026-10-28

Reicon Wealth Advisors, LLC

DECREASED

Shares2,183 from 2,412

Change-229 (-9%)

Value$234.6K (-$1.7K)

Filed 2026-11-04

Activest Wealth Management

UNCHANGED

Shares1,374 from 1,374

Change0 (0%)

Value$147.7K (+$13.1K)

Filed 2026-10-15

Cape Investment Advisory, Inc.

UNCHANGED

Shares1,317 from 1,317

Change0 (0%)

Value$141.5K (+$12.5K)

Filed 2026-10-13

CX Institutional

INCREASED

Shares523 from 522

Change+1 (+0%)

Value$56 (+$5)

Filed 2026-10-02

Capital Investment Advisory Services, LLC

DECREASED

Shares428 from 520

Change-92 (-18%)

Value$46.0K (-$5.0K)

Filed 2026-10-30

IFP Advisors, Inc

UNCHANGED

Shares286 from 286

Change0 (0%)

Value$30.7K (+$2.7K)

Filed 2026-10-16

US Bancorp \de\

UNCHANGED

Shares201 from 201

Change0 (0%)

Value$21.6K (+$1.9K)

Filed 2026-11-05

Harbor Investment Advisory, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$21.5K (+$1.9K)

Filed 2026-10-13

Beutel, Goodman & Co Ltd.

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$18 (-$17.0K)

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares57

Change+57

Value$6.1K

Filed 2026-10-27

Trust Co

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$3.9K (+$342)

Filed 2026-10-09

AlphaCore Capital LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$3.2K (+$285)

Filed 2026-11-04

Bank of New Hampshire

NEW

Shares25

Change+25

Value$2.7K

Filed 2026-10-06

Simplex Trading, LLC

NEW

Shares9

Change+9

Value$967

Filed 2026-11-04

StoneX Group Inc.

CLOSED

Shares0 from 5,326

Change-5,326 (-100%)

Value$0 (-$524.2K)

Filed 2026-11-03

Capital Wealth Alliance, LLC

CLOSED

Shares0 from 4,508

Change-4,508 (-100%)

Value$0 (-$441.6K)

Filed 2026-10-20

Ashton Thomas Private Wealth, LLC

CLOSED

Shares0 from 1,172

Change-1,172 (-100%)

Value$0 (-$114.8K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 565

Change-565 (-100%)

Value$0 (-$54.7K)

Filed 2026-11-02

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 30

Change-30 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-26

Morgan Stanley

N/A

Shares— from 345,657

Change-345,657 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 242,859

Change-242,859 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 220,963

Change-220,963 (-100%)

Value—

UBS Group AG

N/A

Shares— from 197,562

Change-197,562 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 146,920

Change-146,920 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 122,886

Change-122,886 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 108,806

Change-108,806 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 49,545

Change-49,545 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 41,717

Change-41,717 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 39,268

Change-39,268 (-100%)

Value—

Private Advisory Group LLC

N/A

Shares— from 37,376

Change-37,376 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 34,792

Change-34,792 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 32,074

Change-32,074 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 30,842

Change-30,842 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 29,975

Change-29,975 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 29,921

Change-29,921 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,922

Change-28,922 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 28,414

Change-28,414 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 27,185

Change-27,185 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 23,993

Change-23,993 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 23,858

Change-23,858 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 20,008

Change-20,008 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 18,500

Change-18,500 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 16,395

Change-16,395 (-100%)

Value—

Lane Generational LLC

N/A

Shares— from 13,586

Change-13,586 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 13,317

Change-13,317 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,931

Change-12,931 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,814

Change-12,814 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 12,659

Change-12,659 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 11,781

Change-11,781 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 10,542

Change-10,542 (-100%)

Value—

Stephens Inc

N/A

Shares— from 9,638

Change-9,638 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 8,850

Change-8,850 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 8,351

Change-8,351 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 8,258

Change-8,258 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 7,408

Change-7,408 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 7,305

Change-7,305 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 7,169

Change-7,169 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 6,111

Change-6,111 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 5,891

Change-5,891 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,491

Change-5,491 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 5,443

Change-5,443 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 5,404

Change-5,404 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 5,387

Change-5,387 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,288

Change-5,288 (-100%)

Value—

Vista Investment Management

N/A

Shares— from 5,240

Change-5,240 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,219

Change-5,219 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,068

Change-5,068 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 4,471

Change-4,471 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 4,382

Change-4,382 (-100%)

Value—

EQ Wealth Advisors, LLC

N/A

Shares— from 4,355

Change-4,355 (-100%)

Value—

Sfmg, LLC

N/A

Shares— from 4,211

Change-4,211 (-100%)

Value—

Nwam LLC

N/A

Shares— from 3,842

Change-3,842 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 3,728

Change-3,728 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,629

Change-3,629 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 3,621

Change-3,621 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 3,550

Change-3,550 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 3,489

Change-3,489 (-100%)

Value—

&partners

N/A

Shares— from 3,292

Change-3,292 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,216

Change-3,216 (-100%)

Value—

LM Advisors LLC

N/A

Shares— from 3,066

Change-3,066 (-100%)

Value—

Capital Advisors Inc

N/A

Shares— from 3,060

Change-3,060 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 3,012

Change-3,012 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 2,794

Change-2,794 (-100%)

Value—

AMJ Financial Wealth Management

N/A

Shares— from 2,751

Change-2,751 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 2,654

Change-2,654 (-100%)

Value—

Harbour Investment Management LLC

N/A

Shares— from 2,571

Change-2,571 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 2,509

Change-2,509 (-100%)

Value—

Novak & Powell Financial Services, Inc.

N/A

Shares— from 2,461

Change-2,461 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,399

Change-2,399 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,358

Change-2,358 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 2,343

Change-2,343 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 2,042

Change-2,042 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 1,676

Change-1,676 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,234

Change-1,234 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,226

Change-1,226 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,151

Change-1,151 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,056

Change-1,056 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 972

Change-972 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 695

Change-695 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 678

Change-678 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 659

Change-659 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 615

Change-615 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 427

Change-427 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 397

Change-397 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 346

Change-346 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 234

Change-234 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 143

Change-143 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 103

Change-103 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 68

Change-68 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 53

Change-53 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 30

Change-30 (-100%)

Value—

Leo H. Evart, Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 4

Change-4 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Matauro, LLC	INCREASED	326,097	311,503	+14,594	+5%	$30.5M	$35.0M	+$4.5M	2026-11-03
Stonebridge Financial Group, LLC	INCREASED	73,216	70,793	+2,423	+3%	$6.9M	$7.9M	+$933.0K	2026-10-01
Farther Finance Advisors, LLC	DECREASED	68,170	71,506	-3,336	-5%	$7.0M	$7.3M	+$320.8K	2026-10-08
Valley Wealth Managers, Inc.	NEW	56,077	—	+56,077	—	—	$6.0M	—	2026-10-09
Guild Investment Management, Inc.	DECREASED	55,590	58,760	-3,170	-5%	$5.8M	$6.0M	+$217.6K	2026-11-03
Oarsman Capital, Inc.	DECREASED	52,553	56,517	-3,964	-7%	$5.5M	$5.6M	+$110.9K	2026-11-05
Arkfeld Wealth Strategies, L.L.C.	DECREASED	44,162	69,392	-25,230	-36%	$6.7M	$4.9M	-$1.8M	2026-10-19
Financial Guidance Group, Inc.	INCREASED	34,698	32,024	+2,674	+8%	$3.1M	$3.7M	+$591.6K	2026-10-21
Joseph P. Lucia & Associates, LLC	DECREASED	25,228	25,677	-449	-2%	$2.5M	$2.7M	+$195.7K	2026-10-30
Davis Investment Partners, LLC	DECREASED	25,080	30,053	-4,973	-17%	$2.9M	$2.7M	-$248.9K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	24,672	24,341	+331	+1%	$2.4M	$2.7M	+$266.9K	2026-11-02
Tableaux LLC	INCREASED	23,612	22,800	+812	+4%	$2.2M	$2.5M	+$303.9K	2026-10-23
Commonwealth Equity Services, LLC	DECREASED	20,225	20,326	-101	0%	$2.0M	$2.2M	+$182.3K	2026-11-02
Courage Miller Partners, LLC	DECREASED	19,840	20,472	-632	-3%	$2.0M	$2.1M	+$126.6K	2026-10-21
Shaker Investments LLC	INCREASED	18,117	18,110	+7	+0%	$1.8M	$1.9M	+$172.8K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	15,989	16,500	-511	-3%	$1.6M	$1.7M	+$102.0K	2026-11-02
Somerset Trust Co	INCREASED	14,201	13,982	+219	+2%	$1.4M	$1.5M	+$156.4K	2026-10-13
Northwest Wealth Advisors, LLC	INCREASED	7,815	7,662	+153	+2%	$750.5K	$839.8K	+$89.3K	2026-11-02
Walker Asset Management, LLC	DECREASED	6,533	6,698	-165	-2%	$656.1K	$702.0K	+$45.9K	2026-10-13
Truist Financial Corp	INCREASED	6,339	5,862	+477	+8%	$574.3K	$681.2K	+$106.9K	2026-10-30
Wealth Enhancement Advisory Services, LLC	DECREASED	6,225	7,483	-1,258	-17%	$753.0K	$715.8K	-$37.3K	2026-10-13
Friedenthal Financial	DECREASED	6,216	6,416	-200	-3%	$628.5K	$668.0K	+$39.5K	2026-10-27
McKinley Carter Wealth Services, Inc.	UNCHANGED	5,694	5,694	0	0%	$557.8K	$611.9K	+$54.1K	2026-10-16
Longview Financial Advisors, Inc.	DECREASED	5,669	6,039	-370	-6%	$591.6K	$609.3K	+$17.7K	2026-10-09
Howard Financial Services, Ltd.	INCREASED	5,379	4,767	+612	+13%	$467.0K	$578.0K	+$111.0K	2026-10-15
Centurion Wealth Management LLC	INCREASED	5,200	4,600	+600	+13%	$450.6K	$558.8K	+$108.2K	2026-10-13
Citigroup Inc	INCREASED	4,278	3,937	+341	+9%	$385.7K	$459.7K	+$74.0K	2026-11-04
Vanguard Capital Wealth Advisors	DECREASED	4,217	11,242	-7,025	-62%	$1.1M	$453.1K	-$648.1K	2026-10-16
Indivisible Partners	INCREASED	3,932	3,729	+203	+5%	$365.3K	$422.5K	+$57.1K	2026-10-26
WealthPlan Investment Management, LLC	DECREASED	3,912	3,971	-59	-1%	$389.0K	$420.4K	+$31.4K	2026-10-15
Wealthcare Advisory Partners LLC	INCREASED	3,353	3,342	+11	+0%	$327.4K	$360.3K	+$32.9K	2026-10-21
Lido Advisors, LLC	DECREASED	3,233	3,460	-227	-7%	$338.9K	$347.4K	+$8.5K	2026-11-04
Flaharty Asset Management, LLC	DECREASED	3,053	16,436	-13,383	-81%	$1.6M	$337.4K	-$1.3M	2026-11-02
Strategic Advisors LLC	UNCHANGED	2,986	2,986	0	0%	$292.5K	$320.9K	+$28.4K	2026-10-13
Yoder Wealth Management, Inc.	DECREASED	2,809	2,898	-89	-3%	$283.9K	$301.9K	+$18.0K	2026-10-13
First Heartland Consultants, Inc.	INCREASED	2,769	2,501	+268	+11%	$245.0K	$297.5K	+$52.5K	2026-10-08
Balboa Wealth Partners	NEW	2,668	—	+2,668	—	—	$286.7K	—	2026-10-20
Northwest Financial Advisors	UNCHANGED	2,347	2,347	0	0%	$229.9K	$252.2K	+$22.3K	2026-10-27
Crescent Grove Advisors, LLC	UNCHANGED	2,337	2,337	0	0%	$228.9K	$251.1K	+$22.2K	2026-10-21
Fifth Third Bancorp	INCREASED	2,298	2,172	+126	+6%	$212.8K	$246.9K	+$34.2K	2026-11-05
MGO One Seven LLC	DECREASED	2,206	2,235	-29	-1%	$218.9K	$237.1K	+$18.1K	2026-10-28
Reicon Wealth Advisors, LLC	DECREASED	2,183	2,412	-229	-9%	$236.3K	$234.6K	-$1.7K	2026-11-04
Activest Wealth Management	UNCHANGED	1,374	1,374	0	0%	$134.6K	$147.7K	+$13.1K	2026-10-15
Cape Investment Advisory, Inc.	UNCHANGED	1,317	1,317	0	0%	$129.0K	$141.5K	+$12.5K	2026-10-13
CX Institutional	INCREASED	523	522	+1	+0%	$51	$56	+$5	2026-10-02
Capital Investment Advisory Services, LLC	DECREASED	428	520	-92	-18%	$51.0K	$46.0K	-$5.0K	2026-10-30
IFP Advisors, Inc	UNCHANGED	286	286	0	0%	$28.0K	$30.7K	+$2.7K	2026-10-16
US Bancorp \de\	UNCHANGED	201	201	0	0%	$19.7K	$21.6K	+$1.9K	2026-11-05
Harbor Investment Advisory, LLC	UNCHANGED	200	200	0	0%	$19.6K	$21.5K	+$1.9K	2026-10-13
Beutel, Goodman & Co Ltd.	UNCHANGED	175	175	0	0%	$17.0K	$18	-$17.0K	2026-11-04
Latitude Advisors, LLC	NEW	57	—	+57	—	—	$6.1K	—	2026-10-27
Trust Co	UNCHANGED	36	36	0	0%	$3.5K	$3.9K	+$342	2026-10-09
AlphaCore Capital LLC	UNCHANGED	30	30	0	0%	$2.9K	$3.2K	+$285	2026-11-04
Bank of New Hampshire	NEW	25	—	+25	—	—	$2.7K	—	2026-10-06
Simplex Trading, LLC	NEW	9	—	+9	—	—	$967	—	2026-11-04
StoneX Group Inc.	CLOSED	0	5,326	-5,326	-100%	$524.2K	$0	-$524.2K	2026-11-03
Capital Wealth Alliance, LLC	CLOSED	0	4,508	-4,508	-100%	$441.6K	$0	-$441.6K	2026-10-20
Ashton Thomas Private Wealth, LLC	CLOSED	0	1,172	-1,172	-100%	$114.8K	$0	-$114.8K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	565	-565	-100%	$54.7K	$0	-$54.7K	2026-11-02
Vermillion Wealth Management, Inc.	CLOSED	0	30	-30	-100%	$2.9K	$0	-$2.9K	2026-10-26
Morgan Stanley	N/A	—	345,657	-345,657	-100%	$33.9M	—	—	—
Bank of America Corp	N/A	—	242,859	-242,859	-100%	$23.8M	—	—	—
Modern Wealth Management, LLC	N/A	—	220,963	-220,963	-100%	$21.6M	—	—	—
UBS Group AG	N/A	—	197,562	-197,562	-100%	$19.4M	—	—	—
LPL Financial LLC	N/A	—	146,920	-146,920	-100%	$14.4M	—	—	—
Cresset Asset Management, LLC	N/A	—	122,886	-122,886	-100%	$12.0M	—	—	—
Raymond James Financial Inc	N/A	—	108,806	-108,806	-100%	$10.7M	—	—	—
Wells Fargo & Company	N/A	—	49,545	-49,545	-100%	$4.9M	—	—	—
Sanctuary Advisors, LLC	N/A	—	41,717	-41,717	-100%	$4.1M	—	—	—
JPMorgan Chase & Co	N/A	—	39,268	-39,268	-100%	$3.9M	—	—	—
Private Advisory Group LLC	N/A	—	37,376	-37,376	-100%	$3.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	34,792	-34,792	-100%	$3.4M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	32,074	-32,074	-100%	$3.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	30,842	-30,842	-100%	$3.0M	—	—	—
Cetera Investment Advisers	N/A	—	29,975	-29,975	-100%	$2.9M	—	—	—
Ethos Financial Group, LLC	N/A	—	29,921	-29,921	-100%	$2.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	28,922	-28,922	-100%	$2.8M	—	—	—
Baird Financial Group, Inc.	N/A	—	28,414	-28,414	-100%	$2.8M	—	—	—
Royal Bank of Canada	N/A	—	27,185	-27,185	-100%	$2.7M	—	—	—
IHT Wealth Management, LLC	N/A	—	23,993	-23,993	-100%	$2.4M	—	—	—
HighTower Advisors, LLC	N/A	—	23,858	-23,858	-100%	$2.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	20,008	-20,008	-100%	$2.0M	—	—	—
Two Sigma Investments, LP	N/A	—	18,500	-18,500	-100%	$1.8M	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	16,395	-16,395	-100%	$1.6M	—	—	—
Lane Generational LLC	N/A	—	13,586	-13,586	-100%	$1.3M	—	—	—
Pgim Custom Harvest LLC	N/A	—	13,317	-13,317	-100%	$1.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	12,931	-12,931	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	12,814	-12,814	-100%	$1.3M	—	—	—
Hills Bank & Trust Co	N/A	—	12,659	-12,659	-100%	$1.2M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	11,781	-11,781	-100%	$1.2M	—	—	—
Ameriprise Financial Inc	N/A	—	10,542	-10,542	-100%	$1.0M	—	—	—
Stephens Inc	N/A	—	9,638	-9,638	-100%	$944.1K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	8,850	-8,850	-100%	$867.0K	—	—	—
HRT Financial LP	N/A	—	8,351	-8,351	-100%	$818.0K	—	—	—
Gotham Asset Management, LLC	N/A	—	8,258	-8,258	-100%	$809.0K	—	—	—
Rothschild Investment LLC	N/A	—	7,408	-7,408	-100%	$725.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	7,305	-7,305	-100%	$715.6K	—	—	—
Arkadios Wealth Advisors	N/A	—	7,169	-7,169	-100%	$702.3K	—	—	—
Flow Traders U.S. LLC	N/A	—	6,111	-6,111	-100%	$599.0K	—	—	—
XTX Topco Ltd	N/A	—	5,891	-5,891	-100%	$577.1K	—	—	—
Private Advisor Group, LLC	N/A	—	5,491	-5,491	-100%	$537.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	5,443	-5,443	-100%	$533.2K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	5,404	-5,404	-100%	$529.4K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	5,387	-5,387	-100%	$527.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,288	-5,288	-100%	$518.1K	—	—	—
Vista Investment Management	N/A	—	5,240	-5,240	-100%	$513.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,219	-5,219	-100%	$511.3K	—	—	—
FMR LLC	N/A	—	5,068	-5,068	-100%	$496.5K	—	—	—
MAI Capital Management	N/A	—	4,471	-4,471	-100%	$438.0K	—	—	—
Summit Financial, LLC	N/A	—	4,382	-4,382	-100%	$429.3K	—	—	—
EQ Wealth Advisors, LLC	N/A	—	4,355	-4,355	-100%	$426.6K	—	—	—
Sfmg, LLC	N/A	—	4,211	-4,211	-100%	$412.5K	—	—	—
Nwam LLC	N/A	—	3,842	-3,842	-100%	$376.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	3,728	-3,728	-100%	$365.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,629	-3,629	-100%	$355.5K	—	—	—
Allied Private Wealth LLC	N/A	—	3,621	-3,621	-100%	$368.8K	—	—	—
CIBC World Market Inc.	N/A	—	3,550	-3,550	-100%	$347.8K	—	—	—
Advisory Services Network, LLC	N/A	—	3,489	-3,489	-100%	$341.8K	—	—	—
&partners	N/A	—	3,292	-3,292	-100%	$322.5K	—	—	—
Bank of Montreal	N/A	—	3,216	-3,216	-100%	$315.0K	—	—	—
LM Advisors LLC	N/A	—	3,066	-3,066	-100%	$300.0K	—	—	—
Capital Advisors Inc	N/A	—	3,060	-3,060	-100%	$299.8K	—	—	—
Essex Financial Services, Inc.	N/A	—	3,012	-3,012	-100%	$295.1K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	3,000	-3,000	-100%	$293.9K	—	—	—
Anchor Investment Management, LLC	N/A	—	2,794	-2,794	-100%	$273.7K	—	—	—
AMJ Financial Wealth Management	N/A	—	2,751	-2,751	-100%	$301.2K	—	—	—
Stifel Financial Corp	N/A	—	2,654	-2,654	-100%	$259.9K	—	—	—
Harbour Investment Management LLC	N/A	—	2,571	-2,571	-100%	$251.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	2,509	-2,509	-100%	$245.8K	—	—	—
Novak & Powell Financial Services, Inc.	N/A	—	2,461	-2,461	-100%	$241.1K	—	—	—
Harbour Investments, Inc.	N/A	—	2,399	-2,399	-100%	$235.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,358	-2,358	-100%	$231.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	2,343	-2,343	-100%	$230.0K	—	—	—
Tradition Wealth Management, LLC	N/A	—	2,042	-2,042	-100%	$200.1K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	1,676	-1,676	-100%	$164.2K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,234	-1,234	-100%	$121.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,226	-1,226	-100%	$120.1K	—	—	—
AE Wealth Management LLC	N/A	—	1,151	-1,151	-100%	$112.7K	—	—	—
Blair William & Co	N/A	—	1,056	-1,056	-100%	$103.4K	—	—	—
Regatta Research & Money Management	N/A	—	972	-972	-100%	$95.1K	—	—	—
Brown Brothers Harriman & Co	N/A	—	695	-695	-100%	$68.1K	—	—	—
Founders Financial Alliance, LLC	N/A	—	678	-678	-100%	$66.4K	—	—	—
Howe & Rusling Inc	N/A	—	659	-659	-100%	$64.6K	—	—	—
BlackRock, Inc.	N/A	—	615	-615	-100%	$60.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	427	-427	-100%	$41.8K	—	—	—
National Bank of Canada	N/A	—	397	-397	-100%	$41.0K	—	—	—
Ancora Advisors LLCA	N/A	—	346	-346	-100%	$33.9K	—	—	—
Waverly Advisors, LLC	N/A	—	234	-234	-100%	$22.9K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	200	-200	-100%	$19.6K	—	—	—
HighMark Wealth Management LLC	N/A	—	200	-200	-100%	$19.6K	—	—	—
Banque Transatlantique SA	N/A	—	143	-143	-100%	$14.0K	—	—	—
Allworth Financial LP	N/A	—	103	-103	-100%	$10.1K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	68	-68	-100%	$6.7K	—	—	—
IFG Advisory, LLC	N/A	—	53	-53	-100%	$5.2K	—	—	—
Glenmede Trust Co NA	N/A	—	30	-30	-100%	$2.9K	—	—	—
Leo H. Evart, Inc.	N/A	—	30	-30	-100%	$2.9K	—	—	—
Clearstead Advisors, LLC	N/A	—	30	-30	-100%	$2.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	29	-29	-100%	$2.8K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	4	-4	-100%	$392	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	3	-3	-100%	$294	—	—	—

Showing 160 of 160 institutions