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Invesco Dividend Achievers E (PFM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,762,508 from 1,810,945
Change-48,437 (-3%)
Value$96.7M (-$3.7M)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares180,081 from 216,816
Change-36,735 (-17%)
Value$9.9M (-$2.1M)
Filed 2026-11-06
Focus Financial Network, Inc.
INCREASED
Shares113,692 from 113,600
Change+92 (+0%)
Value$6.2M (-$60.2K)
Filed 2026-10-14
Citizens Financial Group Inc
DECREASED
Shares83,918 from 95,589
Change-11,671 (-12%)
Value$4.6M (-$695.4K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares79,314 from 81,858
Change-2,544 (-3%)
Value$4.4M (-$186.6K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares76,178 from 77,041
Change-863 (-1%)
Value$4.2M (-$89.0K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares60,059 from 75,672
Change-15,613 (-21%)
Value$3.3M (-$900.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares55,855 from 55,423
Change+432 (+1%)
Value$3.1M (-$8.0K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED
Shares49,892 from 50,861
Change-969 (-2%)
Value$2.7M (-$82.4K)
Filed 2026-10-23
Nestegg Advisors, Inc.
DECREASED
Shares46,466 from 49,277
Change-2,811 (-6%)
Value$2.6M (-$182.5K)
Filed 2026-10-21
Atlas Private Wealth Advisors
DECREASED
Shares40,040 from 41,162
Change-1,122 (-3%)
Value$2.2M (-$85.2K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
INCREASED
Shares38,930 from 38,929
Change+1 (0%)
Value$2.1M (-$22.3K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares32,217 from 32,289
Change-72 (0%)
Value$1.8M (-$22.5K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares23,609 from 23,619
Change-10 (0%)
Value$1.3M (-$14.1K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares21,530 from 15,230
Change+6,300 (+41%)
Value$1.2M (+$337.0K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
INCREASED
Shares18,358 from 18,349
Change+9 (+0%)
Value$1.0M (-$902)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares17,244 from 17,242
Change+2 (+0%)
Value$946.3K (-$9.8K)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$878.1K (-$9.2K)
Filed 2026-11-06
Eastern Bank
INCREASED
Shares15,885 from 12,569
Change+3,316 (+26%)
Value$871.8K (+$174.8K)
Filed 2026-10-05
Flaharty Asset Management, LLC
DECREASED
Shares15,879 from 47,080
Change-31,201 (-66%)
Value$877.5K (-$1.8M)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares15,772 from 16,169
Change-397 (-2%)
Value$865.6K (-$31.0K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
DECREASED
Shares15,631 from 16,167
Change-536 (-3%)
Value$857.8K (-$38.7K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares15,250 from 11,220
Change+4,030 (+36%)
Value$836.9K (+$214.8K)
Filed 2026-11-02
Deutsche Bank Ag\
UNCHANGED
Shares14,988 from 14,988
Change0 (0%)
Value$822.5K (-$8.5K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
UNCHANGED
Shares14,170 from 14,170
Change0 (0%)
Value$777.7K (-$8.1K)
Filed 2026-10-29
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares13,561 from 13,561
Change0 (0%)
Value$744.2K (-$7.8K)
Filed 2026-10-23
GreatBanc Trust Co
UNCHANGED
Shares12,150 from 12,150
Change0 (0%)
Value$666.8K (-$7.0K)
Filed 2026-11-04
SteelPeak Wealth, LLC
NEW
Shares11,616
Change+11,616
Value$637.5K
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares10,699 from 5,913
Change+4,786 (+81%)
Value$602.9K (+$271.8K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares10,505 from 10,295
Change+210 (+2%)
Value$576.5K (+$5.6K)
Filed 2026-11-02
Florida Trust Wealth Management Co
DECREASED
Shares10,000 from 10,550
Change-550 (-5%)
Value$548.8K (-$36.2K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares9,850 from 9,850
Change0 (0%)
Value$543.5K (-$5.4K)
Filed 2026-11-04
WBH Advisory Inc
UNCHANGED
Shares9,007 from 9,007
Change0 (0%)
Value$494.3K (-$5.2K)
Filed 2026-11-05
Prospera Financial Services Inc
NEW
Shares7,909
Change+7,909
Value$461.8K
Filed 2026-11-04
Summit Wealth Group LLC / Co
INCREASED
Shares7,142 from 7,119
Change+23 (+0%)
Value$392.0K (-$2.8K)
Filed 2026-10-29
Carret Asset Management, LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$356.7K (-$3.7K)
Filed 2026-11-04
Ibex Wealth Advisors
INCREASED
Shares6,445 from 6,428
Change+17 (+0%)
Value$353.7K (-$2.7K)
Filed 2026-11-06
Savant Capital, LLC
NEW
Shares6,368
Change+6,368
Value$349.5K
Filed 2026-11-06
Caldwell Trust Co
UNCHANGED
Shares6,148 from 6,148
Change0 (0%)
Value$337.4K (-$3.5K)
Filed 2026-10-30
Rodgers & Associates, LTD
UNCHANGED
Shares5,894 from 5,894
Change0 (0%)
Value$323.5K (-$3.4K)
Filed 2026-10-20
Private Trust Co NA
UNCHANGED
Shares5,866 from 5,866
Change0 (0%)
Value$321.9K (-$3.4K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares5,782 from 6,003
Change-221 (-4%)
Value$339.1K (-$2.9K)
Filed 2026-11-02
CPC Advisors, LLC
DECREASED
Shares5,545 from 49,813
Change-44,268 (-89%)
Value$304.3K (-$2.5M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,120 from 4,154
Change+966 (+23%)
Value$286.0K (+$53.4K)
Filed 2026-10-13
Financial Guidance Group, Inc.
UNCHANGED
Shares5,120 from 5,120
Change0 (0%)
Value$281.0K (-$2.9K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$274.4K (-$2.9K)
Filed 2026-10-13
Revisor Wealth Management LLC
UNCHANGED
Shares4,664 from 4,664
Change0 (0%)
Value$265.7K (+$7.0K)
Filed 2026-10-20
Retireful, LLC
NEW
Shares4,661
Change+4,661
Value$255.8K
Filed 2026-10-09
Briaud Financial Planning Inc
UNCHANGED
Shares4,574 from 4,574
Change0 (0%)
Value$251.0K (-$2.6K)
Filed 2026-10-20
Financial Council, LLC
NEW
Shares4,414
Change+4,414
Value$242.2K
Filed 2026-11-02
Modera Wealth Management, LLC
UNCHANGED
Shares4,355 from 4,355
Change0 (0%)
Value$239.0K (-$2.5K)
Filed 2026-10-28
HB Wealth Management, LLC
UNCHANGED
Shares4,235 from 4,235
Change0 (0%)
Value$232.4K (-$2.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
UNCHANGED
Shares3,786 from 3,786
Change0 (0%)
Value$207.8K (-$2.2K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares3,205 from 3,205
Change0 (0%)
Value$177.7K ($0)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,871 from 2,871
Change0 (0%)
Value$157.6K (-$1.6K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$107.0K (-$1.1K)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares1,937 from 1,930
Change+7 (+0%)
Value$106.3K (-$766)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$90.6K (-$947)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$78.5K (-$822)
Filed 2026-11-03
American Capital Advisory, LLC
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$74.5K (-$780)
Filed 2026-10-28
Tsfg, LLC
INCREASED
Shares1,234 from 1,230
Change+4 (+0%)
Value$68 (-$67.9K)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$61.0K (-$638)
Filed 2026-10-21
City Holding Co
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$57.3K (-$595)
Filed 2026-10-19
Advanced Asset Management Advisors Inc
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$37.9K (-$396)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares680
Change+680
Value$37.3K
Filed 2026-10-29
Spire Wealth Management
DECREASED
Shares641 from 688
Change-47 (-7%)
Value$35.2K (-$3.0K)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$32.4K (-$339)
Filed 2026-11-02
Fifth Third Bancorp
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$30.0K (-$315)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$12.3K (-$130)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares200 from 198
Change+2 (+1%)
Value$11.0K (-$79)
Filed 2026-11-03
Capital Investment Counsel, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.0K (-$115)
Filed 2026-10-20
Russell Investments Group, Ltd.
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$9.5K (-$100)
Filed 2026-11-06
Compass Financial Management LLC
DECREASED
Shares112 from 150
Change-38 (-25%)
Value$6.2K (-$2.1K)
Filed 2026-10-30
Bfsg, LLC
DECREASED
Shares78 from 148
Change-70 (-47%)
Value$4.3K (-$3.9K)
Filed 2026-10-30
Blue Trust, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.1K (-$15)
Filed 2026-10-15
Wagner Wealth Management, LLC
DECREASED
Shares17 from 18
Change-1 (-6%)
Value$933 (-$65)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,425
Change-2,425 (-100%)
Value$0 (-$134.3K)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 1,020
Change-1,020 (-100%)
Value$0 (-$56.6K)
Filed 2026-11-04
Raymond James Financial Inc
N/A
Shares— from 910,245
Change-910,245 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 625,664
Change-625,664 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 466,295
Change-466,295 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 271,219
Change-271,219 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 231,529
Change-231,529 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 225,099
Change-225,099 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 193,562
Change-193,562 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 113,785
Change-113,785 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 99,575
Change-99,575 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 85,974
Change-85,974 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 85,292
Change-85,292 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 77,461
Change-77,461 (-100%)
Value—
UBS Group AG
N/A
Shares— from 75,525
Change-75,525 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 75,326
Change-75,326 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 75,264
Change-75,264 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 63,337
Change-63,337 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 56,783
Change-56,783 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 50,542
Change-50,542 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 50,537
Change-50,537 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 46,970
Change-46,970 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 45,523
Change-45,523 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 38,392
Change-38,392 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 33,045
Change-33,045 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 23,508
Change-23,508 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 23,178
Change-23,178 (-100%)
Value—
FMR LLC
N/A
Shares— from 22,982
Change-22,982 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 18,690
Change-18,690 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 16,446
Change-16,446 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 15,266
Change-15,266 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,155
Change-15,155 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,832
Change-14,832 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,709
Change-14,709 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,149
Change-12,149 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,042
Change-12,042 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,014
Change-12,014 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,292
Change-11,292 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,305
Change-10,305 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,646
Change-9,646 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,243
Change-9,243 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,270
Change-8,270 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 6,485
Change-6,485 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,445
Change-6,445 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 777
Change-777 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 299
Change-299 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,762,5081,810,945-48,437-3%$100.4M$96.7M-$3.7M2026-11-06
Clearstead Advisors, LLC
DECREASED180,081216,816-36,735-17%$12.0M$9.9M-$2.1M2026-11-06
Focus Financial Network, Inc.
INCREASED113,692113,600+92+0%$6.3M$6.2M-$60.2K2026-10-14
Citizens Financial Group Inc
DECREASED83,91895,589-11,671-12%$5.3M$4.6M-$695.4K2026-10-23
Choreo, LLC
DECREASED79,31481,858-2,544-3%$4.5M$4.4M-$186.6K2026-10-28
TD Waterhouse Canada Inc.
DECREASED76,17877,041-863-1%$4.3M$4.2M-$89.0K2026-10-16
Commonwealth Equity Services, LLC
DECREASED60,05975,672-15,613-21%$4.2M$3.3M-$900.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED55,85555,423+432+1%$3.1M$3.1M-$8.0K2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED49,89250,861-969-2%$2.8M$2.7M-$82.4K2026-10-23
Nestegg Advisors, Inc.
DECREASED46,46649,277-2,811-6%$2.7M$2.6M-$182.5K2026-10-21
Atlas Private Wealth Advisors
DECREASED40,04041,162-1,122-3%$2.3M$2.2M-$85.2K2026-10-23
Institute for Wealth Management, Llc.
INCREASED38,93038,929+10%$2.2M$2.1M-$22.3K2026-11-06
J.W. Cole Advisors, Inc.
DECREASED32,21732,289-720%$1.8M$1.8M-$22.5K2026-11-05
Independent Financial Group, LLC
DECREASED23,60923,619-100%$1.3M$1.3M-$14.1K2026-10-13
Bank of New York Mellon Corp
INCREASED21,53015,230+6,300+41%$844.6K$1.2M+$337.0K2026-11-05
CFS Investment Advisory Services, LLC
INCREASED18,35818,349+9+0%$1.0M$1.0M-$9022026-10-19
Lido Advisors, LLC
INCREASED17,24417,242+2+0%$956.2K$946.3K-$9.8K2026-11-04
UMB Bank, n.a.
UNCHANGED16,00016,00000%$887.3K$878.1K-$9.2K2026-11-06
Eastern Bank
INCREASED15,88512,569+3,316+26%$697.0K$871.8K+$174.8K2026-10-05
Flaharty Asset Management, LLC
DECREASED15,87947,080-31,201-66%$2.6M$877.5K-$1.8M2026-11-02
Merit Financial Group, LLC
DECREASED15,77216,169-397-2%$896.6K$865.6K-$31.0K2026-11-06
Flagship Harbor Advisors, LLC
DECREASED15,63116,167-536-3%$896.5K$857.8K-$38.7K2026-10-26
Kestra Advisory Services, LLC
INCREASED15,25011,220+4,030+36%$622.2K$836.9K+$214.8K2026-11-02
Deutsche Bank Ag\
UNCHANGED14,98814,98800%$831.1K$822.5K-$8.5K2026-11-06
Koshinski Asset Management, Inc.
UNCHANGED14,17014,17000%$785.8K$777.7K-$8.1K2026-10-29
Bond & Devick Financial Network, Inc.
UNCHANGED13,56113,56100%$752.0K$744.2K-$7.8K2026-10-23
GreatBanc Trust Co
UNCHANGED12,15012,15000%$673.8K$666.8K-$7.0K2026-11-04
SteelPeak Wealth, LLC
NEW11,616—+11,616——$637.5K—2026-10-16
Accurate Wealth Management, LLC
INCREASED10,6995,913+4,786+81%$331.1K$602.9K+$271.8K2026-10-20
Creative Planning
INCREASED10,50510,295+210+2%$570.9K$576.5K+$5.6K2026-11-02
Florida Trust Wealth Management Co
DECREASED10,00010,550-550-5%$585.0K$548.8K-$36.2K2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED9,8509,85000%$548.9K$543.5K-$5.4K2026-11-04
WBH Advisory Inc
UNCHANGED9,0079,00700%$499.5K$494.3K-$5.2K2026-11-05
Prospera Financial Services Inc
NEW7,909—+7,909——$461.8K—2026-11-04
Summit Wealth Group LLC / Co
INCREASED7,1427,119+23+0%$394.8K$392.0K-$2.8K2026-10-29
Carret Asset Management, LLC
UNCHANGED6,5006,50000%$360.5K$356.7K-$3.7K2026-11-04
Ibex Wealth Advisors
INCREASED6,4456,428+17+0%$356.5K$353.7K-$2.7K2026-11-06
Savant Capital, LLC
NEW6,368—+6,368——$349.5K—2026-11-06
Caldwell Trust Co
UNCHANGED6,1486,14800%$340.9K$337.4K-$3.5K2026-10-30
Rodgers & Associates, LTD
UNCHANGED5,8945,89400%$326.8K$323.5K-$3.4K2026-10-20
Private Trust Co NA
UNCHANGED5,8665,86600%$325.3K$321.9K-$3.4K2026-10-20
Sovran Advisors, LLC
DECREASED5,7826,003-221-4%$342.0K$339.1K-$2.9K2026-11-02
CPC Advisors, LLC
DECREASED5,54549,813-44,268-89%$2.8M$304.3K-$2.5M2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED5,1204,154+966+23%$232.6K$286.0K+$53.4K2026-10-13
Financial Guidance Group, Inc.
UNCHANGED5,1205,12000%$283.9K$281.0K-$2.9K2026-10-21
Connecticut Wealth Management, LLC
UNCHANGED5,0005,00000%$277.3K$274.4K-$2.9K2026-10-13
Revisor Wealth Management LLC
UNCHANGED4,6644,66400%$258.6K$265.7K+$7.0K2026-10-20
Retireful, LLC
NEW4,661—+4,661——$255.8K—2026-10-09
Briaud Financial Planning Inc
UNCHANGED4,5744,57400%$253.6K$251.0K-$2.6K2026-10-20
Financial Council, LLC
NEW4,414—+4,414——$242.2K—2026-11-02
Modera Wealth Management, LLC
UNCHANGED4,3554,35500%$241.5K$239.0K-$2.5K2026-10-28
HB Wealth Management, LLC
UNCHANGED4,2354,23500%$234.8K$232.4K-$2.4K2026-10-23
Farther Finance Advisors, LLC
UNCHANGED3,7863,78600%$210.0K$207.8K-$2.2K2026-10-08
Allworth Financial LP
UNCHANGED3,2053,20500%$177.7K$177.7K$02026-11-06
PNC Financial Services Group, Inc.
UNCHANGED2,8712,87100%$159.2K$157.6K-$1.6K2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED1,9501,95000%$108.1K$107.0K-$1.1K2026-10-30
AlphaCore Capital LLC
INCREASED1,9371,930+7+0%$107.1K$106.3K-$7662026-11-04
Lanark Financial, Inc.
UNCHANGED1,6501,65000%$91.5K$90.6K-$9472026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED1,4301,43000%$79.3K$78.5K-$8222026-11-03
American Capital Advisory, LLC
UNCHANGED1,3581,35800%$75.3K$74.5K-$7802026-10-28
Tsfg, LLC
INCREASED1,2341,230+4+0%$68.0K$68-$67.9K2026-10-23
Assetmark, Inc
UNCHANGED1,1111,11100%$61.6K$61.0K-$6382026-10-21
City Holding Co
UNCHANGED1,0441,04400%$57.9K$57.3K-$5952026-10-19
Advanced Asset Management Advisors Inc
UNCHANGED69069000%$38.3K$37.9K-$3962026-10-20
Next Level Wealth Planning, LLC
NEW680—+680——$37.3K—2026-10-29
Spire Wealth Management
DECREASED641688-47-7%$38.1K$35.2K-$3.0K2026-10-30
Golden State Wealth Management, LLC
UNCHANGED59159100%$32.8K$32.4K-$3392026-11-02
Fifth Third Bancorp
UNCHANGED54754700%$30.3K$30.0K-$3152026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED22522500%$12.5K$12.3K-$1302026-10-13
Parallel Advisors, LLC
INCREASED200198+2+1%$11.0K$11.0K-$792026-11-03
Capital Investment Counsel, Inc
UNCHANGED20020000%$11.1K$11.0K-$1152026-10-20
Russell Investments Group, Ltd.
UNCHANGED17317300%$9.6K$9.5K-$1002026-11-06
Compass Financial Management LLC
DECREASED112150-38-25%$8.3K$6.2K-$2.1K2026-10-30
Bfsg, LLC
DECREASED78148-70-47%$8.2K$4.3K-$3.9K2026-10-30
Blue Trust, Inc.
UNCHANGED383800%$2.1K$2.1K-$152026-10-15
Wagner Wealth Management, LLC
DECREASED1718-1-6%$998$933-$652026-10-21
International Assets Investment Management, LLC
CLOSED02,425-2,425-100%$134.3K$0-$134.3K2026-11-02
Citigroup Inc
CLOSED01,020-1,020-100%$56.6K$0-$56.6K2026-11-04
Raymond James Financial Inc
N/A—910,245-910,245-100%$50.5M———
Morgan Stanley
N/A—625,664-625,664-100%$34.7M———
Modern Wealth Management, LLC
N/A—466,295-466,295-100%$25.9M———
Bank of America Corp
N/A—271,219-271,219-100%$15.0M———
Jones Financial Companies Lllp
N/A—231,529-231,529-100%$12.8M———
Wells Fargo & Company
N/A—225,099-225,099-100%$12.5M———
Royal Bank of Canada
N/A—193,562-193,562-100%$10.7M———
Wealthspire Retirement, LLC
N/A—113,785-113,785-100%$6.3M———
Rockefeller Capital Management L.P.
N/A—99,575-99,575-100%$5.5M———
Baird Financial Group, Inc.
N/A—85,974-85,974-100%$4.8M———
Cetera Investment Advisers
N/A—85,292-85,292-100%$4.7M———
CreativeOne Wealth, LLC
N/A—77,461-77,461-100%$4.3M———
UBS Group AG
N/A—75,525-75,525-100%$4.2M———
Everstar Asset Management, LLC
N/A—75,326-75,326-100%$4.2M———
Equitable Holdings, Inc.
N/A—75,264-75,264-100%$4.2M———
Osaic Holdings, Inc.
N/A—63,337-63,337-100%$3.5M———
HighTower Advisors, LLC
N/A—56,783-56,783-100%$3.1M———
Private Advisor Group, LLC
N/A—50,542-50,542-100%$2.8M———
JPMorgan Chase & Co
N/A—50,537-50,537-100%$2.8M———
Steward Partners Investment Advisory, LLC
N/A—46,970-46,970-100%$2.6M———
Waverly Advisors, LLC
N/A—45,523-45,523-100%$2.5M———
MAI Capital Management
N/A—38,392-38,392-100%$2.1M———
MML Investors Services, LLC
N/A—33,045-33,045-100%$1.8M———
Strategies Wealth Advisors, LLC
N/A—23,508-23,508-100%$1.3M———
Bank of Montreal
N/A—23,178-23,178-100%$1.3M———
FMR LLC
N/A—22,982-22,982-100%$1.3M———
Composition Wealth, LLC
N/A—18,690-18,690-100%$1.0M———
Truvestments Capital LLC
N/A—16,446-16,446-100%$912.0K———
Cape ANN Savings Bank
N/A—15,266-15,266-100%$846.6K———
Mercer Global Advisors Inc
N/A—15,155-15,155-100%$840.4K———
EP Wealth Advisors, LLC
N/A—14,832-14,832-100%$822.5K———
Susquehanna International Group, LLP
N/A—14,709-14,709-100%$815.7K———
Brown Advisory Inc
N/A—12,149-12,149-100%$673.7K———
Envestnet Asset Management Inc
N/A—12,042-12,042-100%$667.8K———
Advisory Services Network, LLC
N/A—12,014-12,014-100%$666.2K———
Goldman Sachs Group Inc
N/A—11,684-11,684-100%$647.9K———
Stifel Financial Corp
N/A—11,292-11,292-100%$626.1K———
Captrust Financial Advisors
N/A—10,305-10,305-100%$571.5K———
Stratos Wealth Partners, Ltd.
N/A—9,646-9,646-100%$535.0K———
Citadel Advisors LLC
N/A—9,243-9,243-100%$512.6K———
Aptus Capital Advisors, LLC
N/A—9,040-9,040-100%$501.3K———
Janney Montgomery Scott LLC
N/A—8,270-8,270-100%$459.0K———
Northwestern Mutual Wealth Management Co
N/A—7,372-7,372-100%$408.8K———
PMG Wealth Management, Inc.
N/A—6,485-6,485-100%$359.6K———
GTS Securities LLC
N/A—6,445-6,445-100%$357.4K———
First Manhattan Co. Llc.
N/A—6,400-6,400-100%$354.9K———
Sanctuary Advisors, LLC
N/A—5,811-5,811-100%$322.2K———
Charles Schwab Investment Management Inc
N/A—5,811-5,811-100%$322.2K———
Gotham Asset Management, LLC
N/A—5,649-5,649-100%$313.3K———
NewEdge Advisors, LLC
N/A—5,553-5,553-100%$307.9K———
New Insight Wealth Advisors
N/A—4,942-4,942-100%$274.1K———
IHT Wealth Management, LLC
N/A—4,681-4,681-100%$259.6K———
Integrated Wealth Concepts LLC
N/A—4,537-4,537-100%$251.6K———
Goodwin Investment Advisory
N/A—4,255-4,255-100%$236.0K———
Haverford Trust Co
N/A—4,170-4,170-100%$231.2K———
HRT Financial LP
N/A—4,144-4,144-100%$229.0K———
BlackRock, Inc.
N/A—3,978-3,978-100%$220.6K———
Belpointe Asset Management LLC
N/A—3,941-3,941-100%$218.5K———
O'shaughnessy Asset Management, LLC
N/A—2,715-2,715-100%$150.6K———
Tower Research Capital LLC (TRC)
N/A—2,641-2,641-100%$146.5K———
National Bank of Canada
N/A—2,591-2,591-100%$143.6K———
Blair William & Co
N/A—2,343-2,343-100%$129.9K———
Nova Wealth Management, Inc.
N/A—2,258-2,258-100%$125.2K———
Founders Financial Alliance, LLC
N/A—1,571-1,571-100%$87.1K———
Geneos Wealth Management Inc.
N/A—1,425-1,425-100%$79.0K———
Federation des caisses Desjardins du Quebec
N/A—1,175-1,175-100%$65.2K———
Harbour Investments, Inc.
N/A—777-777-100%$43.1K———
Webster Bank, N. A.
N/A—570-570-100%$31.6K———
Tidemark, LLC
N/A—541-541-100%$30.0K———
LGT Financial Advisors LLC
N/A—500-500-100%$27.7K———
Global Retirement Partners, LLC
N/A—404-404-100%$22.4K———
Vanguard Advisers Inc
N/A—299-299-100%$16.6K———
Glen Eagle Advisors, LLC
N/A—270-270-100%$15.0K———
AE Wealth Management LLC
N/A—25-25-100%$1.4K———
Showing 152 of 152 institutions