Invesco S&P Smallcap Value W (XSVM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Altman Advisors, Inc.

INCREASED

Shares139,671 from 139,180

Change+491 (+0%)

Value$9.1M (-$593.0K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares87,878 from 115,397

Change-27,519 (-24%)

Value$5.7M (-$2.3M)

Filed 2026-11-02

Premier Path Wealth Partners, LLC

INCREASED

Shares71,039 from 49,922

Change+21,117 (+42%)

Value$4.6M (+$1.2M)

Filed 2026-10-16

Kellett Wealth Advisors, LLC

DECREASED

Shares66,293 from 71,282

Change-4,989 (-7%)

Value$4.3M (-$644.8K)

Filed 2026-10-15

Bestgate Wealth Advisors, LLC

INCREASED

Shares66,155 from 24,275

Change+41,880 (+173%)

Value$4.3M (+$2.6M)

Filed 2026-10-13

Moneco Advisors, LLC

DECREASED

Shares54,046 from 54,532

Change-486 (-1%)

Value$3.5M (-$276.5K)

Filed 2026-11-05

Fermata Advisors, LLC

INCREASED

Shares53,469 from 52,280

Change+1,189 (+2%)

Value$3.5M (-$157.3K)

Filed 2026-10-13

Cooper Financial Group

DECREASED

Shares44,417 from 72,107

Change-27,690 (-38%)

Value$2.9M (-$2.1M)

Filed 2026-10-07

Williams & Novak Wealth Management, LLC

INCREASED

Shares40,351 from 35,073

Change+5,278 (+15%)

Value$2.6M (+$186.1K)

Filed 2026-10-09

Citigroup Inc

DECREASED

Shares36,693 from 37,995

Change-1,302 (-3%)

Value$2.4M (-$255.4K)

Filed 2026-11-04

Apex Wealth Management, LLC

INCREASED

Shares35,090 from 34,873

Change+217 (+1%)

Value$2.3M (-$142.4K)

Filed 2026-10-20

Farther Finance Advisors, LLC

DECREASED

Shares30,682 from 30,707

Change-25 (0%)

Value$2.0M (-$139.5K)

Filed 2026-10-08

New Wave Wealth Advisors LLC

INCREASED

Shares29,310 from 29,121

Change+189 (+1%)

Value$1.9M (-$90.6K)

Filed 2026-10-19

Spire Wealth Management

INCREASED

Shares25,883 from 25,756

Change+127 (+0%)

Value$1.7M (-$107.4K)

Filed 2026-10-30

Savant Capital, LLC

DECREASED

Shares23,880 from 26,208

Change-2,328 (-9%)

Value$1.6M (-$269.5K)

Filed 2026-11-06

OxenFree Capital LLC

INCREASED

Shares19,063 from 18,423

Change+640 (+3%)

Value$1.3M (-$12.8K)

Filed 2026-10-07

Valued Wealth Advisors LLC

INCREASED

Shares18,903 from 7,625

Change+11,278 (+148%)

Value$1.2M (+$699.9K)

Filed 2026-11-05

Eagle Strategies LLC

INCREASED

Shares14,780 from 14,352

Change+428 (+3%)

Value$962.2K (-$36.6K)

Filed 2026-10-16

SFM, LLC d/b/a Sweeney Financial Advisors

DECREASED

Shares14,447 from 17,617

Change-3,170 (-18%)

Value$940.5K (-$285.5K)

Filed 2026-10-14

Asset Allocation Strategies LLC

DECREASED

Shares13,586 from 14,249

Change-663 (-5%)

Value$884.4K (-$107.2K)

Filed 2026-10-20

Del-Sette Capital Management, LLC

INCREASED

Shares12,925 from 12,298

Change+627 (+5%)

Value$841.4K (-$14.4K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares11,569 from 12,049

Change-480 (-4%)

Value$753.0K (-$85.0K)

Filed 2026-11-02

Visionary Wealth Advisors

INCREASED

Shares10,997 from 9,099

Change+1,898 (+21%)

Value$715.9K (+$82.7K)

Filed 2026-11-04

Armbruster Capital Management, Inc.

UNCHANGED

Shares9,094 from 9,094

Change0 (0%)

Value$592.0K (-$40.8K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares9,089 from 9,120

Change-31 (0%)

Value$591.7K (-$42.9K)

Filed 2026-11-02

Southland Equity Partners LLC

DECREASED

Shares8,858 from 8,938

Change-80 (-1%)

Value$576.6K (-$45.4K)

Filed 2026-10-14

Sigma Planning Corp

INCREASED

Shares7,294 from 5,642

Change+1,652 (+29%)

Value$474.8K (+$82.2K)

Filed 2026-10-23

Truist Financial Corp

INCREASED

Shares7,076 from 6,189

Change+887 (+14%)

Value$460.7K (+$30.0K)

Filed 2026-10-30

CoreCap Advisors, LLC

INCREASED

Shares7,021 from 5,089

Change+1,932 (+38%)

Value$457.1K (+$102.9K)

Filed 2026-10-08

Maia Wealth LLC

DECREASED

Shares6,936 from 8,339

Change-1,403 (-17%)

Value$451.5K (-$128.8K)

Filed 2026-10-19

Creative Financial Designs Inc

DECREASED

Shares6,320 from 6,561

Change-241 (-4%)

Value$411.5K (-$45.1K)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares6,001 from 6,001

Change0 (0%)

Value$390.7K (-$26.9K)

Filed 2026-11-03

RFG Advisory, LLC

DECREASED

Shares5,911 from 6,370

Change-459 (-7%)

Value$384.8K (-$58.4K)

Filed 2026-11-03

Independent Financial Group, LLC

INCREASED

Shares5,531 from 5,428

Change+103 (+2%)

Value$360.1K (-$17.7K)

Filed 2026-10-13

Lyell Wealth Management, LP

UNCHANGED

Shares5,331 from 5,331

Change0 (0%)

Value$347.0K (-$23.9K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares5,123 from 5,095

Change+28 (+1%)

Value$338.0K (-$18.6K)

Filed 2026-10-13

Evanson Financial, LLC

UNCHANGED

Shares4,455 from 4,455

Change0 (0%)

Value$290.0K (-$20.0K)

Filed 2026-10-23

Concurrent Investment Advisors, LLC

NEW

Shares4,410

Change+4,410

Value$287.1K

Filed 2026-10-16

Oath Planning, LLC

DECREASED

Shares4,324 from 4,825

Change-501 (-10%)

Value$281.5K (-$54.3K)

Filed 2026-10-20

Sunrise Financial Services, LLC

DECREASED

Shares4,276 from 4,462

Change-186 (-4%)

Value$278.4K (-$32.1K)

Filed 2026-10-21

Silverlake Wealth Management LLC

INCREASED

Shares3,817 from 3,807

Change+10 (+0%)

Value$248.5K (-$16.5K)

Filed 2026-10-21

SYM Financial Corp

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$130.2K (-$9.0K)

Filed 2026-10-26

Private Trust Co NA

UNCHANGED

Shares1,797 from 1,797

Change0 (0%)

Value$117.0K (-$8.1K)

Filed 2026-10-20

Richards, Merrill & Peterson, Inc.

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$97.7K (-$6.7K)

Filed 2026-10-19

Harbor Asset Planning, Inc.

INCREASED

Shares980 from 973

Change+7 (+1%)

Value$63.8K (-$4.0K)

Filed 2026-10-23

Jacobi Capital Management LLC

NEW

Shares903

Change+903

Value$58.8K

Filed 2026-11-05

Harbor Investment Advisory, LLC

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$42.3K (-$2.9K)

Filed 2026-10-13

Beacon Capital Management, Inc.

UNCHANGED

Shares543 from 543

Change0 (0%)

Value$35.3K (-$2.4K)

Filed 2026-10-13

Wagner Wealth Management, LLC

INCREASED

Shares490 from 294

Change+196 (+67%)

Value$31.9K (+$11.5K)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares328 from 328

Change0 (0%)

Value$21.4K (-$1.5K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares234 from 169

Change+65 (+38%)

Value$15.2K (+$3.5K)

Filed 2026-10-21

CFG Wealth Management Services, Inc.

NEW

Shares177

Change+177

Value$11.6K

Filed 2026-10-21

Main Street Group, LTD

UNCHANGED

Shares79 from 79

Change0 (0%)

Value$5.1K (-$355)

Filed 2026-10-28

Sheets Smith Wealth Management

CLOSED

Shares0 from 3,740

Change-3,740 (-100%)

Value$0 (-$260.3K)

Filed 2026-10-16

Ullmann Wealth Partners Group, LLC

CLOSED

Shares0 from 3,195

Change-3,195 (-100%)

Value$0 (-$222.3K)

Filed 2026-11-02

Cornerstone Planning Group LLC

CLOSED

Shares0 from 145

Change-145 (-100%)

Value$0 (-$10.3K)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 117

Change-117 (-100%)

Value$0 (-$8.2K)

Filed 2026-11-02

Blue Trust, Inc.

CLOSED

Shares0 from 107

Change-107 (-100%)

Value$0 (-$7.4K)

Filed 2026-10-15

WPG Advisers, LLC

CLOSED

Shares0 from 77

Change-77 (-100%)

Value$0 (-$5.4K)

Filed 2026-10-27

Key Capital Management, Inc

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$1.7K)

Filed 2026-11-03

LPL Financial LLC

N/A

Shares— from 814,637

Change-814,637 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 457,363

Change-457,363 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 379,962

Change-379,962 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 358,096

Change-358,096 (-100%)

Value—

360 Financial, Inc.

N/A

Shares— from 331,398

Change-331,398 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 197,040

Change-197,040 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 157,803

Change-157,803 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 139,733

Change-139,733 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 134,789

Change-134,789 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 123,847

Change-123,847 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 119,498

Change-119,498 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 119,124

Change-119,124 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 102,638

Change-102,638 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 86,371

Change-86,371 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 61,141

Change-61,141 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 50,140

Change-50,140 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 49,673

Change-49,673 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 46,343

Change-46,343 (-100%)

Value—

Dopkins Wealth Management, LLC

N/A

Shares— from 45,814

Change-45,814 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 34,143

Change-34,143 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 30,772

Change-30,772 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 30,260

Change-30,260 (-100%)

Value—

Tolleson Wealth Management, Inc.

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Lowery Thomas, LLC

N/A

Shares— from 26,088

Change-26,088 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 24,094

Change-24,094 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,574

Change-21,574 (-100%)

Value—

Traction Financial Partners, LLC

N/A

Shares— from 21,436

Change-21,436 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 19,173

Change-19,173 (-100%)

Value—

Marshall Financial Group, LLC

N/A

Shares— from 16,900

Change-16,900 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 16,535

Change-16,535 (-100%)

Value—

UBS Group AG

N/A

Shares— from 14,433

Change-14,433 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 14,300

Change-14,300 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 14,204

Change-14,204 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 12,724

Change-12,724 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 10,978

Change-10,978 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,781

Change-10,781 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 10,743

Change-10,743 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 9,240

Change-9,240 (-100%)

Value—

Barometer Capital Management Inc.

N/A

Shares— from 8,200

Change-8,200 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 8,151

Change-8,151 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 8,104

Change-8,104 (-100%)

Value—

&partners

N/A

Shares— from 7,507

Change-7,507 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 7,381

Change-7,381 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 6,870

Change-6,870 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 6,517

Change-6,517 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 6,075

Change-6,075 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,871

Change-5,871 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 4,834

Change-4,834 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,794

Change-4,794 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 4,600

Change-4,600 (-100%)

Value—

Wescap Management Group, Inc.

N/A

Shares— from 4,398

Change-4,398 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 3,797

Change-3,797 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 3,405

Change-3,405 (-100%)

Value—

Greenline Wealth Management LLC

N/A

Shares— from 3,333

Change-3,333 (-100%)

Value—

Madison Wealth Partners, Inc

N/A

Shares— from 3,178

Change-3,178 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 3,094

Change-3,094 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 2,962

Change-2,962 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 2,941

Change-2,941 (-100%)

Value—

Swisher Financial Concepts, Inc.

N/A

Shares— from 2,598

Change-2,598 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,455

Change-2,455 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,602

Change-1,602 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,053

Change-1,053 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 971

Change-971 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 647

Change-647 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 560

Change-560 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 503

Change-503 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 344

Change-344 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 261

Change-261 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 255

Change-255 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 106

Change-106 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 90

Change-90 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 7

Change-7 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Altman Advisors, Inc.	INCREASED	139,671	139,180	+491	+0%	$9.7M	$9.1M	-$593.0K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	87,878	115,397	-27,519	-24%	$8.0M	$5.7M	-$2.3M	2026-11-02
Premier Path Wealth Partners, LLC	INCREASED	71,039	49,922	+21,117	+42%	$3.5M	$4.6M	+$1.2M	2026-10-16
Kellett Wealth Advisors, LLC	DECREASED	66,293	71,282	-4,989	-7%	$5.0M	$4.3M	-$644.8K	2026-10-15
Bestgate Wealth Advisors, LLC	INCREASED	66,155	24,275	+41,880	+173%	$1.7M	$4.3M	+$2.6M	2026-10-13
Moneco Advisors, LLC	DECREASED	54,046	54,532	-486	-1%	$3.8M	$3.5M	-$276.5K	2026-11-05
Fermata Advisors, LLC	INCREASED	53,469	52,280	+1,189	+2%	$3.6M	$3.5M	-$157.3K	2026-10-13
Cooper Financial Group	DECREASED	44,417	72,107	-27,690	-38%	$5.0M	$2.9M	-$2.1M	2026-10-07
Williams & Novak Wealth Management, LLC	INCREASED	40,351	35,073	+5,278	+15%	$2.4M	$2.6M	+$186.1K	2026-10-09
Citigroup Inc	DECREASED	36,693	37,995	-1,302	-3%	$2.6M	$2.4M	-$255.4K	2026-11-04
Apex Wealth Management, LLC	INCREASED	35,090	34,873	+217	+1%	$2.4M	$2.3M	-$142.4K	2026-10-20
Farther Finance Advisors, LLC	DECREASED	30,682	30,707	-25	0%	$2.1M	$2.0M	-$139.5K	2026-10-08
New Wave Wealth Advisors LLC	INCREASED	29,310	29,121	+189	+1%	$2.0M	$1.9M	-$90.6K	2026-10-19
Spire Wealth Management	INCREASED	25,883	25,756	+127	+0%	$1.8M	$1.7M	-$107.4K	2026-10-30
Savant Capital, LLC	DECREASED	23,880	26,208	-2,328	-9%	$1.8M	$1.6M	-$269.5K	2026-11-06
OxenFree Capital LLC	INCREASED	19,063	18,423	+640	+3%	$1.3M	$1.3M	-$12.8K	2026-10-07
Valued Wealth Advisors LLC	INCREASED	18,903	7,625	+11,278	+148%	$530.7K	$1.2M	+$699.9K	2026-11-05
Eagle Strategies LLC	INCREASED	14,780	14,352	+428	+3%	$998.8K	$962.2K	-$36.6K	2026-10-16
SFM, LLC d/b/a Sweeney Financial Advisors	DECREASED	14,447	17,617	-3,170	-18%	$1.2M	$940.5K	-$285.5K	2026-10-14
Asset Allocation Strategies LLC	DECREASED	13,586	14,249	-663	-5%	$991.6K	$884.4K	-$107.2K	2026-10-20
Del-Sette Capital Management, LLC	INCREASED	12,925	12,298	+627	+5%	$855.8K	$841.4K	-$14.4K	2026-10-23
Cambridge Investment Research Advisors, Inc.	DECREASED	11,569	12,049	-480	-4%	$838.0K	$753.0K	-$85.0K	2026-11-02
Visionary Wealth Advisors	INCREASED	10,997	9,099	+1,898	+21%	$633.2K	$715.9K	+$82.7K	2026-11-04
Armbruster Capital Management, Inc.	UNCHANGED	9,094	9,094	0	0%	$632.9K	$592.0K	-$40.8K	2026-10-19
Creative Planning	DECREASED	9,089	9,120	-31	0%	$634.6K	$591.7K	-$42.9K	2026-11-02
Southland Equity Partners LLC	DECREASED	8,858	8,938	-80	-1%	$622.0K	$576.6K	-$45.4K	2026-10-14
Sigma Planning Corp	INCREASED	7,294	5,642	+1,652	+29%	$392.6K	$474.8K	+$82.2K	2026-10-23
Truist Financial Corp	INCREASED	7,076	6,189	+887	+14%	$430.7K	$460.7K	+$30.0K	2026-10-30
CoreCap Advisors, LLC	INCREASED	7,021	5,089	+1,932	+38%	$354.1K	$457.1K	+$102.9K	2026-10-08
Maia Wealth LLC	DECREASED	6,936	8,339	-1,403	-17%	$580.3K	$451.5K	-$128.8K	2026-10-19
Creative Financial Designs Inc	DECREASED	6,320	6,561	-241	-4%	$456.6K	$411.5K	-$45.1K	2026-11-04
Parallel Advisors, LLC	UNCHANGED	6,001	6,001	0	0%	$417.6K	$390.7K	-$26.9K	2026-11-03
RFG Advisory, LLC	DECREASED	5,911	6,370	-459	-7%	$443.3K	$384.8K	-$58.4K	2026-11-03
Independent Financial Group, LLC	INCREASED	5,531	5,428	+103	+2%	$377.7K	$360.1K	-$17.7K	2026-10-13
Lyell Wealth Management, LP	UNCHANGED	5,331	5,331	0	0%	$371.0K	$347.0K	-$23.9K	2026-10-30
Wealth Enhancement Advisory Services, LLC	INCREASED	5,123	5,095	+28	+1%	$356.5K	$338.0K	-$18.6K	2026-10-13
Evanson Financial, LLC	UNCHANGED	4,455	4,455	0	0%	$310.0K	$290.0K	-$20.0K	2026-10-23
Concurrent Investment Advisors, LLC	NEW	4,410	—	+4,410	—	—	$287.1K	—	2026-10-16
Oath Planning, LLC	DECREASED	4,324	4,825	-501	-10%	$335.7K	$281.5K	-$54.3K	2026-10-20
Sunrise Financial Services, LLC	DECREASED	4,276	4,462	-186	-4%	$310.5K	$278.4K	-$32.1K	2026-10-21
Silverlake Wealth Management LLC	INCREASED	3,817	3,807	+10	+0%	$265.0K	$248.5K	-$16.5K	2026-10-21
SYM Financial Corp	UNCHANGED	2,000	2,000	0	0%	$139.2K	$130.2K	-$9.0K	2026-10-26
Private Trust Co NA	UNCHANGED	1,797	1,797	0	0%	$125.1K	$117.0K	-$8.1K	2026-10-20
Richards, Merrill & Peterson, Inc.	UNCHANGED	1,500	1,500	0	0%	$104.4K	$97.7K	-$6.7K	2026-10-19
Harbor Asset Planning, Inc.	INCREASED	980	973	+7	+1%	$67.8K	$63.8K	-$4.0K	2026-10-23
Jacobi Capital Management LLC	NEW	903	—	+903	—	—	$58.8K	—	2026-11-05
Harbor Investment Advisory, LLC	UNCHANGED	650	650	0	0%	$45.2K	$42.3K	-$2.9K	2026-10-13
Beacon Capital Management, Inc.	UNCHANGED	543	543	0	0%	$37.8K	$35.3K	-$2.4K	2026-10-13
Wagner Wealth Management, LLC	INCREASED	490	294	+196	+67%	$20.5K	$31.9K	+$11.5K	2026-10-21
US Bancorp \de\	UNCHANGED	328	328	0	0%	$22.8K	$21.4K	-$1.5K	2026-11-05
Assetmark, Inc	INCREASED	234	169	+65	+38%	$11.8K	$15.2K	+$3.5K	2026-10-21
CFG Wealth Management Services, Inc.	NEW	177	—	+177	—	—	$11.6K	—	2026-10-21
Main Street Group, LTD	UNCHANGED	79	79	0	0%	$5.5K	$5.1K	-$355	2026-10-28
Sheets Smith Wealth Management	CLOSED	0	3,740	-3,740	-100%	$260.3K	$0	-$260.3K	2026-10-16
Ullmann Wealth Partners Group, LLC	CLOSED	0	3,195	-3,195	-100%	$222.3K	$0	-$222.3K	2026-11-02
Cornerstone Planning Group LLC	CLOSED	0	145	-145	-100%	$10.3K	$0	-$10.3K	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	117	-117	-100%	$8.2K	$0	-$8.2K	2026-11-02
Blue Trust, Inc.	CLOSED	0	107	-107	-100%	$7.4K	$0	-$7.4K	2026-10-15
WPG Advisers, LLC	CLOSED	0	77	-77	-100%	$5.4K	$0	-$5.4K	2026-10-27
Key Capital Management, Inc	CLOSED	0	25	-25	-100%	$1.7K	$0	-$1.7K	2026-11-03
LPL Financial LLC	N/A	—	814,637	-814,637	-100%	$56.7M	—	—	—
Bank of America Corp	N/A	—	457,363	-457,363	-100%	$31.8M	—	—	—
Morgan Stanley	N/A	—	379,962	-379,962	-100%	$26.4M	—	—	—
CIBC World Market Inc.	N/A	—	358,096	-358,096	-100%	$24.9M	—	—	—
360 Financial, Inc.	N/A	—	331,398	-331,398	-100%	$23.1M	—	—	—
Banco Santander, S.A.	N/A	—	197,040	-197,040	-100%	$13.7M	—	—	—
Raymond James Financial Inc	N/A	—	157,803	-157,803	-100%	$11.0M	—	—	—
Cetera Investment Advisers	N/A	—	139,733	-139,733	-100%	$9.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	134,789	-134,789	-100%	$9.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	123,847	-123,847	-100%	$8.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	119,498	-119,498	-100%	$8.3M	—	—	—
Private Advisor Group, LLC	N/A	—	119,124	-119,124	-100%	$8.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	102,638	-102,638	-100%	$7.1M	—	—	—
MML Investors Services, LLC	N/A	—	86,371	-86,371	-100%	$6.0M	—	—	—
Royal Bank of Canada	N/A	—	61,141	-61,141	-100%	$4.3M	—	—	—
Ameriprise Financial Inc	N/A	—	50,140	-50,140	-100%	$3.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	49,673	-49,673	-100%	$3.5M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	46,343	-46,343	-100%	$3.2M	—	—	—
Dopkins Wealth Management, LLC	N/A	—	45,814	-45,814	-100%	$3.2M	—	—	—
Wells Fargo & Company	N/A	—	34,143	-34,143	-100%	$2.4M	—	—	—
IHT Wealth Management, LLC	N/A	—	30,772	-30,772	-100%	$2.1M	—	—	—
Mariner, LLC	N/A	—	30,260	-30,260	-100%	$2.1M	—	—	—
Tolleson Wealth Management, Inc.	N/A	—	30,000	-30,000	-100%	$2.1M	—	—	—
Lowery Thomas, LLC	N/A	—	26,088	-26,088	-100%	$1.8M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	24,094	-24,094	-100%	$1.7M	—	—	—
Stifel Financial Corp	N/A	—	21,574	-21,574	-100%	$1.5M	—	—	—
Traction Financial Partners, LLC	N/A	—	21,436	-21,436	-100%	$1.5M	—	—	—
JPMorgan Chase & Co	N/A	—	19,173	-19,173	-100%	$1.3M	—	—	—
Marshall Financial Group, LLC	N/A	—	16,900	-16,900	-100%	$1.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	16,535	-16,535	-100%	$1.2M	—	—	—
UBS Group AG	N/A	—	14,433	-14,433	-100%	$1.0M	—	—	—
Two Sigma Investments, LP	N/A	—	14,300	-14,300	-100%	$995.1K	—	—	—
Goldman Sachs Group Inc	N/A	—	14,204	-14,204	-100%	$988.5K	—	—	—
AQR Capital Management LLC	N/A	—	12,724	-12,724	-100%	$885.5K	—	—	—
Arax Advisory Partners	N/A	—	10,978	-10,978	-100%	$763.9K	—	—	—
Citadel Advisors LLC	N/A	—	10,781	-10,781	-100%	$750.3K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	10,743	-10,743	-100%	$747.6K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	9,240	-9,240	-100%	$643.0K	—	—	—
Barometer Capital Management Inc.	N/A	—	8,200	-8,200	-100%	$570.6K	—	—	—
HighTower Advisors, LLC	N/A	—	8,151	-8,151	-100%	$567.2K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	8,104	-8,104	-100%	$563.0K	—	—	—
&partners	N/A	—	7,507	-7,507	-100%	$522.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	7,381	-7,381	-100%	$513.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	6,870	-6,870	-100%	$478.0K	—	—	—
Captrust Financial Advisors	N/A	—	6,517	-6,517	-100%	$453.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	6,075	-6,075	-100%	$422.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	5,871	-5,871	-100%	$408.6K	—	—	—
Waverly Advisors, LLC	N/A	—	4,834	-4,834	-100%	$336.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,794	-4,794	-100%	$333.6K	—	—	—
Pacific SUN Financial Corp	N/A	—	4,600	-4,600	-100%	$320.1K	—	—	—
Wescap Management Group, Inc.	N/A	—	4,398	-4,398	-100%	$306.1K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	3,797	-3,797	-100%	$264.3K	—	—	—
GWN Securities Inc.	N/A	—	3,405	-3,405	-100%	$237.0K	—	—	—
Greenline Wealth Management LLC	N/A	—	3,333	-3,333	-100%	$231.9K	—	—	—
Madison Wealth Partners, Inc	N/A	—	3,178	-3,178	-100%	$221.2K	—	—	—
Valmark Advisers, Inc.	N/A	—	3,094	-3,094	-100%	$215.3K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	2,962	-2,962	-100%	$206.1K	—	—	—
Independent Advisor Alliance	N/A	—	2,941	-2,941	-100%	$204.7K	—	—	—
Swisher Financial Concepts, Inc.	N/A	—	2,598	-2,598	-100%	$180.8K	—	—	—
FMR LLC	N/A	—	2,455	-2,455	-100%	$170.9K	—	—	—
Capital Analysts, LLC	N/A	—	1,602	-1,602	-100%	$111.0K	—	—	—
Blair William & Co	N/A	—	1,053	-1,053	-100%	$73.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	971	-971	-100%	$67.6K	—	—	—
AE Wealth Management LLC	N/A	—	647	-647	-100%	$45.0K	—	—	—
UMB Bank, n.a.	N/A	—	560	-560	-100%	$39.0K	—	—	—
BlackRock, Inc.	N/A	—	503	-503	-100%	$35.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	344	-344	-100%	$24.0K	—	—	—
Vanguard Advisers Inc	N/A	—	261	-261	-100%	$18.1K	—	—	—
Allworth Financial LP	N/A	—	255	-255	-100%	$17.7K	—	—	—
Basepoint Wealth LLC	N/A	—	140	-140	-100%	$9.7K	—	—	—
BFC Planning, Inc.	N/A	—	106	-106	-100%	$7.4K	—	—	—
Harbour Investments, Inc.	N/A	—	90	-90	-100%	$6.3K	—	—	—
Roble, Belko & Company, Inc	N/A	—	7	-7	-100%	$0	—	—	—
Financial Gravity Companies, Inc.	N/A	—	6	-6	-100%	$418	—	—	—

Showing 134 of 134 institutions