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Invesco Rafi Developed Marke (PXF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,024,563 from 951,359
Change+73,204 (+8%)
Value$78.1M (+$6.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares885,333 from 924,845
Change-39,512 (-4%)
Value$67.5M (-$2.5M)
Filed 2026-11-05
Johnson & White Wealth Management, LLC
INCREASED
Shares394,530 from 392,494
Change+2,036 (+1%)
Value$30.1M (+$386.7K)
Filed 2026-11-03
Charles Schwab Trust Co
DECREASED
Shares207,519 from 326,302
Change-118,783 (-36%)
Value$15.8M (-$8.9M)
Filed 2026-10-15
Maltin Wealth Management, Inc.
INCREASED
Shares188,561 from 181,827
Change+6,734 (+4%)
Value$14.4M (+$620.7K)
Filed 2026-10-13
Arlington Financial Advisors, LLC
DECREASED
Shares186,514 from 192,286
Change-5,772 (-3%)
Value$14.2M (-$326.6K)
Filed 2026-10-19
Breakwater Capital Group
INCREASED
Shares130,622 from 118,700
Change+11,922 (+10%)
Value$10.0M (+$978.9K)
Filed 2026-10-09
RTD Financial Advisors, Inc.
DECREASED
Shares126,061 from 126,990
Change-929 (-1%)
Value$9.6M (+$4.1K)
Filed 2026-10-09
Creative Planning
INCREASED
Shares101,227 from 93,213
Change+8,014 (+9%)
Value$7.7M (+$665.9K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares99,400 from 84,622
Change+14,778 (+17%)
Value$7.6M (+$1.2M)
Filed 2026-11-04
Retirement Planning Group, LLC
INCREASED
Shares89,665 from 88,860
Change+805 (+1%)
Value$6.8M (+$113.8K)
Filed 2026-10-19
HighTower Advisors, LLC
DECREASED
Shares86,260 from 87,009
Change-749 (-1%)
Value$6.6M (-$5.8K)
Filed 2026-11-10
Three Bridge Wealth Advisors, LLC
INCREASED
Shares79,921 from 79,227
Change+694 (+1%)
Value$6.1M (+$99.6K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares76,363 from 90,300
Change-13,937 (-15%)
Value$5.8M (-$1.0M)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares75,256 from 77,294
Change-2,038 (-3%)
Value$5.7M (-$109.8K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares66,701 from 58,572
Change+8,129 (+14%)
Value$5.0M (+$587.6K)
Filed 2026-10-13
Verum Partners LLC
INCREASED
Shares64,750 from 64,459
Change+291 (+0%)
Value$4.9M (+$60.2K)
Filed 2026-10-21
Archer Investment Corp
DECREASED
Shares64,694 from 66,433
Change-1,739 (-3%)
Value$4.9M (-$93.3K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares57,066 from 57,546
Change-480 (-1%)
Value$4.4M (-$2.6K)
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
NEW
Shares52,149
Change+52,149
Value$4.0M
Filed 2026-10-21
KWB Wealth
DECREASED
Shares45,534 from 45,541
Change-7 (0%)
Value$3.5M (+$26.4K)
Filed 2026-10-16
Cedar Point Capital Partners, LLC
INCREASED
Shares43,997 from 43,538
Change+459 (+1%)
Value$3.4M (+$60.7K)
Filed 2026-10-29
BIP Wealth, LLC
INCREASED
Shares43,264 from 43,077
Change+187 (+0%)
Value$3.3M (+$39.6K)
Filed 2026-10-22
FMR LLC
INCREASED
Shares40,837 from 38,093
Change+2,744 (+7%)
Value$3.1M (+$231.6K)
Filed 2026-11-10
Drive Wealth Management, LLC
DECREASED
Shares33,687 from 35,536
Change-1,849 (-5%)
Value$2.6M (-$120.0K)
Filed 2026-11-09
Cidel Asset Management Inc
INCREASED
Shares32,132 from 31,366
Change+766 (+2%)
Value$2.4M (+$76.9K)
Filed 2026-10-29
Centurion Wealth Management LLC
DECREASED
Shares31,451 from 41,829
Change-10,378 (-25%)
Value$2.4M (-$766.4K)
Filed 2026-10-13
Basso Capital Management, L.P.
INCREASED
Shares30,866 from 29,466
Change+1,400 (+5%)
Value$2.4M (+$124.1K)
Filed 2026-10-30
Flagstar Securities, Inc
INCREASED
Shares28,918 from 28,289
Change+629 (+2%)
Value$2.2M (+$64.7K)
Filed 2026-10-15
Atlas Capital Advisors Inc.
INCREASED
Shares26,736 from 24,033
Change+2,703 (+11%)
Value$715.0K (-$1.1M)
Filed 2026-11-09
Citigroup Inc
INCREASED
Shares25,583 from 12,309
Change+13,274 (+108%)
Value$2.0M (+$1.0M)
Filed 2026-11-04
Riverchase Wealth Management, LLC
UNCHANGED
Shares25,378 from 25,378
Change0 (0%)
Value$1.9M (+$15.0K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares24,494 from 22,021
Change+2,473 (+11%)
Value$1.9M (+$201.5K)
Filed 2026-10-29
Crusonia Wealth Advisors LLC
INCREASED
Shares22,958 from 22,001
Change+957 (+4%)
Value$1.8M (+$85.9K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares22,835 from 38,484
Change-15,649 (-41%)
Value$1.7M (-$1.2M)
Filed 2026-10-15
Integrated Advisors Network LLC
DECREASED
Shares21,984 from 22,922
Change-938 (-4%)
Value$1.7M (-$58.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares21,727 from 20,814
Change+913 (+4%)
Value$1.7M (+$81.9K)
Filed 2026-10-08
Aries Wealth Management
DECREASED
Shares20,936 from 22,316
Change-1,380 (-6%)
Value$1.6M (-$92.0K)
Filed 2026-10-23
Blackhawk Capital Partners, LLC
NEW
Shares20,276
Change+20,276
Value$1.5M
Filed 2026-11-10
Kathmere Capital Management, LLC
DECREASED
Shares19,618 from 19,670
Change-52 (0%)
Value$1.5M (+$7.6K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares17,478 from 15,726
Change+1,752 (+11%)
Value$1.3M (+$142.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,365 from 43,415
Change-27,050 (-62%)
Value$1.2M (-$2.0M)
Filed 2026-11-02
Colonial River Investments, LLC
INCREASED
Shares15,350 from 12,533
Change+2,817 (+22%)
Value$1.2M (+$222.2K)
Filed 2026-10-19
Savant Capital, LLC
DECREASED
Shares15,116 from 15,503
Change-387 (-2%)
Value$1.2M (-$21.0K)
Filed 2026-11-06
Targeted Financial Services LLC
DECREASED
Shares14,679 from 14,867
Change-188 (-1%)
Value$1.1M (-$5.6K)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares13,424 from 13,424
Change0 (0%)
Value$1.0M (+$7.9K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares12,725 from 12,616
Change+109 (+1%)
Value$970.1K (+$15.8K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares12,701 from 13,414
Change-713 (-5%)
Value$968.2K (-$46.4K)
Filed 2026-11-02
PDS Planning, Inc
INCREASED
Shares11,875 from 11,665
Change+210 (+2%)
Value$905.3K (+$22.9K)
Filed 2026-11-03
Atlas Legacy Advisors, LLC
DECREASED
Shares11,338 from 11,751
Change-413 (-4%)
Value$864.3K (-$24.6K)
Filed 2026-11-10
Mather Group, Llc.
UNCHANGED
Shares10,894 from 10,894
Change0 (0%)
Value$830.5K (+$6.4K)
Filed 2026-10-14
Wealthfront Advisers LLC
INCREASED
Shares10,660 from 10,571
Change+89 (+1%)
Value$812.6K (+$13.0K)
Filed 2026-11-09
Richmond Investment Services, LLC
INCREASED
Shares10,184 from 10,066
Change+118 (+1%)
Value$776.3K (+$14.9K)
Filed 2026-10-29
Scotia Capital Inc.
DECREASED
Shares9,610 from 9,746
Change-136 (-1%)
Value$732.6K (-$4.6K)
Filed 2026-11-10
Revolve Wealth Partners, LLC
UNCHANGED
Shares9,485 from 9,485
Change0 (0%)
Value$723.0K (+$5.6K)
Filed 2026-10-23
Phillip James Consulting Co.
NEW
Shares9,323
Change+9,323
Value$710.7K
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares9,233 from 11,450
Change-2,217 (-19%)
Value$703.8K (-$162.2K)
Filed 2026-11-03
Prairiewood Capital, LLC
UNCHANGED
Shares9,157 from 9,157
Change0 (0%)
Value$698.0K (+$5.4K)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares9,151 from 9,151
Change0 (0%)
Value$697.6K (+$5.4K)
Filed 2026-11-04
Freedom Day Solutions, LLC
UNCHANGED
Shares8,816 from 8,816
Change0 (0%)
Value$672.0K (+$5.2K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
NEW
Shares8,568
Change+8,568
Value$653.2K
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares8,375 from 8,212
Change+163 (+2%)
Value$638.4K (+$17.3K)
Filed 2026-11-05
Hardy Reed LLC
DECREASED
Shares7,796 from 10,346
Change-2,550 (-25%)
Value$594.3K (-$188.3K)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares7,770 from 7,618
Change+152 (+2%)
Value$592.3K (+$16.1K)
Filed 2026-10-22
Markowski Investments
UNCHANGED
Shares7,351 from 7,351
Change0 (0%)
Value$560.4K (+$4.3K)
Filed 2026-10-30
Geneos Wealth Management Inc.
INCREASED
Shares7,332 from 7,272
Change+60 (+1%)
Value$559.0K (+$8.9K)
Filed 2026-11-09
Birchwood Financial Partners, Inc.
INCREASED
Shares7,271 from 7,220
Change+51 (+1%)
Value$554.3K (+$8.2K)
Filed 2026-11-02
Align Financial, LLC
UNCHANGED
Shares6,613 from 6,613
Change0 (0%)
Value$504.1K (+$3.9K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares6,498 from 6,221
Change+277 (+4%)
Value$495.3K (+$24.8K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares6,428 from 6,097
Change+331 (+5%)
Value$490.0K (+$28.8K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares6,057 from 6,057
Change0 (0%)
Value$458.2K ($0)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares5,766 from 5,078
Change+688 (+14%)
Value$439.5K (+$55.4K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
NEW
Shares5,672
Change+5,672
Value$432.4K
Filed 2026-11-03
KFA Private Wealth Group, LLC
DECREASED
Shares5,264 from 5,272
Change-8 (0%)
Value$401.3K (+$2.5K)
Filed 2026-10-07
TopTier Wealth Management, LLC
DECREASED
Shares5,236 from 5,413
Change-177 (-3%)
Value$399.1K (-$10.3K)
Filed 2026-10-16
Paragon Capital Management Ltd
UNCHANGED
Shares5,086 from 5,086
Change0 (0%)
Value$387.7K (+$3.0K)
Filed 2026-10-09
Bank of Montreal
INCREASED
Shares4,926 from 4,807
Change+119 (+2%)
Value$375.5K (+$11.9K)
Filed 2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares4,895 from 5,199
Change-304 (-6%)
Value$373.2K (-$20.1K)
Filed 2026-10-27
Castle Wealth Management LLC
UNCHANGED
Shares4,831 from 4,831
Change0 (0%)
Value$368.3K (+$2.9K)
Filed 2026-11-10
CoreCap Advisors, LLC
INCREASED
Shares4,766 from 4,668
Change+98 (+2%)
Value$363.3K (+$10.2K)
Filed 2026-10-08
Modera Wealth Management, LLC
UNCHANGED
Shares4,690 from 4,690
Change0 (0%)
Value$357.5K (+$2.8K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares4,656 from 4,225
Change+431 (+10%)
Value$354.9K (+$35.3K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares4,343 from 4,385
Change-42 (-1%)
Value$331.0K (-$744)
Filed 2026-11-04
Austin Wealth Management, LLC
UNCHANGED
Shares4,084 from 4,084
Change0 (0%)
Value$308.8K (+$939)
Filed 2026-11-06
Darden Wealth Group Inc
INCREASED
Shares4,066 from 4,065
Change+1 (+0%)
Value$310.0K (+$2.5K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares3,967 from 2,980
Change+987 (+33%)
Value$302.4K (+$77.0K)
Filed 2026-10-16
Perigon Wealth Management, LLC
UNCHANGED
Shares3,915 from 3,915
Change0 (0%)
Value$298.5K (+$2.3K)
Filed 2026-10-22
Sentinel Pension Advisors, LLC
UNCHANGED
Shares3,805 from 3,805
Change0 (0%)
Value$290.1K (+$3.2K)
Filed 2026-11-02
Cutler Investment Counsel LLC
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$281.7K (+$2.2K)
Filed 2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares3,570 from 3,570
Change0 (0%)
Value$272.0K (+$2.0K)
Filed 2026-10-26
71 West Capital Partners
UNCHANGED
Shares3,453 from 3,453
Change0 (0%)
Value$263.2K (+$2.0K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares3,417 from 6,652
Change-3,235 (-49%)
Value$260.5K (-$242.7K)
Filed 2026-10-15
HUB Investment Partners, LLC
NEW
Shares3,255
Change+3,255
Value$248.1K
Filed 2026-11-03
Tennessee Valley Asset Management Partners
DECREASED
Shares3,050 from 3,098
Change-48 (-2%)
Value$232.5K (-$1.8K)
Filed 2026-11-03
Security Financial Services, Inc.
DECREASED
Shares3,022 from 3,028
Change-6 (0%)
Value$230.4K (+$1.3K)
Filed 2026-10-29
Joel Isaacson & Co., LLC
UNCHANGED
Shares2,823 from 2,823
Change0 (0%)
Value$215.2K (+$1.7K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,818 from 2,818
Change0 (0%)
Value$214.8K (+$1.7K)
Filed 2026-10-27
Midwest Trust Co
UNCHANGED
Shares2,693 from 2,693
Change0 (0%)
Value$205.3K (+$1.6K)
Filed 2026-10-22
Merit Financial Group, LLC
NEW
Shares2,626
Change+2,626
Value$200.2K
Filed 2026-11-06
Blair William & Co
INCREASED
Shares2,611 from 2,609
Change+2 (+0%)
Value$199.1K (+$1.7K)
Filed 2026-11-10
Spire Wealth Management
DECREASED
Shares2,453 from 2,471
Change-18 (-1%)
Value$187.0K (+$85)
Filed 2026-10-30
Blue Trust, Inc.
INCREASED
Shares2,108 from 791
Change+1,317 (+167%)
Value$160.7K (+$100.9K)
Filed 2026-10-15
First Pacific Financial
INCREASED
Shares2,043 from 2,029
Change+14 (+1%)
Value$155.8K (+$2.3K)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares1,960 from 254
Change+1,706 (+672%)
Value$149.2K (+$130.0K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,572 from 1,572
Change0 (0%)
Value$119.8K (+$928)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,372 from 1,372
Change0 (0%)
Value$104.6K (+$810)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares1,332 from 1,031
Change+301 (+29%)
Value$101.5K (+$23.6K)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares1,305 from 1,304
Change+1 (+0%)
Value$99.5K (+$835)
Filed 2026-10-26
Assetmark, Inc
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$98.6K (+$764)
Filed 2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$86.8K (+$672)
Filed 2026-10-23
Harbour Investments, Inc.
DECREASED
Shares992 from 1,367
Change-375 (-27%)
Value$75.6K (-$27.8K)
Filed 2026-11-09
Triumph Capital Management
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$74.2K (+$574)
Filed 2026-10-14
Versant Capital Management, Inc
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$61.2K (+$474)
Filed 2026-10-02
Capital Investment Advisory Services, LLC
NEW
Shares638
Change+638
Value$49.3K
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$47.9K ($0)
Filed 2026-11-06
Ashton Thomas Securities, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$47.3K (+$366)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares602 from 600
Change+2 (+0%)
Value$45.9K (+$498)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$43.1K (+$333)
Filed 2026-10-20
Nuveen, LLC
NEW
Shares536
Change+536
Value$41.2K
Filed 2026-11-10
Fairway Wealth LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$39.0K (+$302)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$36.4K (+$281)
Filed 2026-10-15
Russell Investments Group, Ltd.
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$36.0K (+$229)
Filed 2026-11-06
Bell Investment Advisors, Inc
DECREASED
Shares426 from 494
Change-68 (-14%)
Value$32.5K (-$4.9K)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares419 from 333
Change+86 (+26%)
Value$31.9K (+$6.8K)
Filed 2026-10-22
Tidemark, LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$31.5K (+$244)
Filed 2026-11-09
McCarley & Cook Financial Planners
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$30.0K (+$233)
Filed 2026-10-21
IFG Advisory, LLC
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$29.7K (+$230)
Filed 2026-11-09
UMB Bank, n.a.
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$27.6K (+$213)
Filed 2026-11-06
SYM Financial Corp
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$24.2K (+$187)
Filed 2026-10-26
Godsey & Gibb, Inc
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$23.7K (+$183)
Filed 2026-10-14
Investment Research & Advisory Group, Inc.
INCREASED
Shares286 from 284
Change+2 (+1%)
Value$21.8K (+$321)
Filed 2026-10-19
Valued Wealth Advisors LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$20.7K (+$160)
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$19.1K (+$148)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares237 from 235
Change+2 (+1%)
Value$18.0K (+$267)
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$15.6K (+$121)
Filed 2026-10-23
Coston, McIsaac & Partners
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$11.4K (+$11.4K)
Filed 2026-11-06
Elevation Wealth Partners, LLC
INCREASED
Shares135 from 134
Change+1 (+1%)
Value$10.3K (+$152)
Filed 2026-10-07
Creative Capital Management Investments LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$8.8K (+$69)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$8.0K (+$62)
Filed 2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$7.7K (+$59)
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$7.2K (+$56)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
NEW
Shares50
Change+50
Value$3.8K
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares47
Change+47
Value$3.6K
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares36
Change+36
Value$2.7K
Filed 2026-10-27
First Command Advisory Services, Inc.
DECREASED
Shares29 from 34
Change-5 (-15%)
Value$2.2K (-$361)
Filed 2026-11-05
Gamma Investing LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$305 (+$2)
Filed 2026-10-08
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 7,296
Change-7,296 (-100%)
Value$0 (-$551.9K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 5,649
Change-5,649 (-100%)
Value$0 (-$427.3K)
Filed 2026-10-08
McKinley Carter Wealth Services, Inc.
CLOSED
Shares0 from 4,272
Change-4,272 (-100%)
Value$0 (-$323.1K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 770
Change-770 (-100%)
Value$0 (-$58.2K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 523
Change-523 (-100%)
Value$0 (-$39.6K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-29
Gill Capital Partners, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-15
Hara Capital LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-30
Quent Capital, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-09
Charles Schwab Investment Management Inc
N/A
Shares— from 9,433,390
Change-9,433,390 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,796,563
Change-5,796,563 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,392,160
Change-1,392,160 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 974,901
Change-974,901 (-100%)
Value—
UBS Group AG
N/A
Shares— from 702,113
Change-702,113 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 687,127
Change-687,127 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 590,254
Change-590,254 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 441,718
Change-441,718 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 378,090
Change-378,090 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 290,102
Change-290,102 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 243,782
Change-243,782 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 241,543
Change-241,543 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 211,863
Change-211,863 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 190,060
Change-190,060 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 177,551
Change-177,551 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 145,105
Change-145,105 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 144,507
Change-144,507 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 133,057
Change-133,057 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 124,982
Change-124,982 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 120,271
Change-120,271 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 95,495
Change-95,495 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 92,199
Change-92,199 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 76,892
Change-76,892 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 74,595
Change-74,595 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 69,433
Change-69,433 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 67,457
Change-67,457 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 67,414
Change-67,414 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 62,800
Change-62,800 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 61,220
Change-61,220 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 58,700
Change-58,700 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 57,217
Change-57,217 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 52,354
Change-52,354 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 50,493
Change-50,493 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 45,894
Change-45,894 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 37,707
Change-37,707 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 35,393
Change-35,393 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 31,595
Change-31,595 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,440
Change-26,440 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 25,210
Change-25,210 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 25,025
Change-25,025 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,440
Change-23,440 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,864
Change-22,864 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 22,140
Change-22,140 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,364
Change-20,364 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 16,554
Change-16,554 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 16,070
Change-16,070 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 15,727
Change-15,727 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 14,766
Change-14,766 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 13,971
Change-13,971 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,939
Change-12,939 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,907
Change-12,907 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,084
Change-12,084 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,009
Change-12,009 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 11,710
Change-11,710 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 11,528
Change-11,528 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 10,685
Change-10,685 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,458
Change-10,458 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 10,377
Change-10,377 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 9,323
Change-9,323 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 7,887
Change-7,887 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,779
Change-7,779 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 7,773
Change-7,773 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 7,180
Change-7,180 (-100%)
Value—
&partners
N/A
Shares— from 6,997
Change-6,997 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,854
Change-6,854 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,579
Change-6,579 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,367
Change-6,367 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,693
Change-5,693 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,749
Change-3,749 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 204
Change-204 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 125
Change-125 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 113
Change-113 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,024,563951,359+73,204+8%$72.0M$78.1M+$6.1M2026-11-06
Bank of New York Mellon Corp
DECREASED885,333924,845-39,512-4%$70.0M$67.5M-$2.5M2026-11-05
Johnson & White Wealth Management, LLC
INCREASED394,530392,494+2,036+1%$29.7M$30.1M+$386.7K2026-11-03
Charles Schwab Trust Co
DECREASED207,519326,302-118,783-36%$24.7M$15.8M-$8.9M2026-10-15
Maltin Wealth Management, Inc.
INCREASED188,561181,827+6,734+4%$13.8M$14.4M+$620.7K2026-10-13
Arlington Financial Advisors, LLC
DECREASED186,514192,286-5,772-3%$14.5M$14.2M-$326.6K2026-10-19
Breakwater Capital Group
INCREASED130,622118,700+11,922+10%$9.0M$10.0M+$978.9K2026-10-09
RTD Financial Advisors, Inc.
DECREASED126,061126,990-929-1%$9.6M$9.6M+$4.1K2026-10-09
Creative Planning
INCREASED101,22793,213+8,014+9%$7.1M$7.7M+$665.9K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED99,40084,622+14,778+17%$6.4M$7.6M+$1.2M2026-11-04
Retirement Planning Group, LLC
INCREASED89,66588,860+805+1%$6.7M$6.8M+$113.8K2026-10-19
HighTower Advisors, LLC
DECREASED86,26087,009-749-1%$6.6M$6.6M-$5.8K2026-11-10
Three Bridge Wealth Advisors, LLC
INCREASED79,92179,227+694+1%$6.0M$6.1M+$99.6K2026-11-05
Commonwealth Equity Services, LLC
DECREASED76,36390,300-13,937-15%$6.8M$5.8M-$1.0M2026-11-02
AlphaCore Capital LLC
DECREASED75,25677,294-2,038-3%$5.8M$5.7M-$109.8K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED66,70158,572+8,129+14%$4.5M$5.0M+$587.6K2026-10-13
Verum Partners LLC
INCREASED64,75064,459+291+0%$4.9M$4.9M+$60.2K2026-10-21
Archer Investment Corp
DECREASED64,69466,433-1,739-3%$5.0M$4.9M-$93.3K2026-11-05
US Bancorp \de\
DECREASED57,06657,546-480-1%$4.4M$4.4M-$2.6K2026-11-05
Foster Victor Wealth Advisors, LLC
NEW52,149—+52,149——$4.0M—2026-10-21
KWB Wealth
DECREASED45,53445,541-70%$3.4M$3.5M+$26.4K2026-10-16
Cedar Point Capital Partners, LLC
INCREASED43,99743,538+459+1%$3.3M$3.4M+$60.7K2026-10-29
BIP Wealth, LLC
INCREASED43,26443,077+187+0%$3.3M$3.3M+$39.6K2026-10-22
FMR LLC
INCREASED40,83738,093+2,744+7%$2.9M$3.1M+$231.6K2026-11-10
Drive Wealth Management, LLC
DECREASED33,68735,536-1,849-5%$2.7M$2.6M-$120.0K2026-11-09
Cidel Asset Management Inc
INCREASED32,13231,366+766+2%$2.4M$2.4M+$76.9K2026-10-29
Centurion Wealth Management LLC
DECREASED31,45141,829-10,378-25%$3.2M$2.4M-$766.4K2026-10-13
Basso Capital Management, L.P.
INCREASED30,86629,466+1,400+5%$2.2M$2.4M+$124.1K2026-10-30
Flagstar Securities, Inc
INCREASED28,91828,289+629+2%$2.1M$2.2M+$64.7K2026-10-15
Atlas Capital Advisors Inc.
INCREASED26,73624,033+2,703+11%$1.8M$715.0K-$1.1M2026-11-09
Citigroup Inc
INCREASED25,58312,309+13,274+108%$931.1K$2.0M+$1.0M2026-11-04
Riverchase Wealth Management, LLC
UNCHANGED25,37825,37800%$1.9M$1.9M+$15.0K2026-10-28
Vise Technologies, Inc.
INCREASED24,49422,021+2,473+11%$1.7M$1.9M+$201.5K2026-10-29
Crusonia Wealth Advisors LLC
INCREASED22,95822,001+957+4%$1.7M$1.8M+$85.9K2026-10-26
Atria Investments, Inc
DECREASED22,83538,484-15,649-41%$2.9M$1.7M-$1.2M2026-10-15
Integrated Advisors Network LLC
DECREASED21,98422,922-938-4%$1.7M$1.7M-$58.0K2026-10-20
Farther Finance Advisors, LLC
INCREASED21,72720,814+913+4%$1.6M$1.7M+$81.9K2026-10-08
Aries Wealth Management
DECREASED20,93622,316-1,380-6%$1.7M$1.6M-$92.0K2026-10-23
Blackhawk Capital Partners, LLC
NEW20,276—+20,276——$1.5M—2026-11-10
Kathmere Capital Management, LLC
DECREASED19,61819,670-520%$1.5M$1.5M+$7.6K2026-10-20
Key FInancial Inc
INCREASED17,47815,726+1,752+11%$1.2M$1.3M+$142.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED16,36543,415-27,050-62%$3.3M$1.2M-$2.0M2026-11-02
Colonial River Investments, LLC
INCREASED15,35012,533+2,817+22%$948.0K$1.2M+$222.2K2026-10-19
Savant Capital, LLC
DECREASED15,11615,503-387-2%$1.2M$1.2M-$21.0K2026-11-06
Targeted Financial Services LLC
DECREASED14,67914,867-188-1%$1.1M$1.1M-$5.6K2026-10-19
Mesirow Financial Investment Management, Inc.
UNCHANGED13,42413,42400%$1.0M$1.0M+$7.9K2026-11-05
Lido Advisors, LLC
INCREASED12,72512,616+109+1%$954.3K$970.1K+$15.8K2026-11-04
Kestra Advisory Services, LLC
DECREASED12,70113,414-713-5%$1.0M$968.2K-$46.4K2026-11-02
PDS Planning, Inc
INCREASED11,87511,665+210+2%$882.3K$905.3K+$22.9K2026-11-03
Atlas Legacy Advisors, LLC
DECREASED11,33811,751-413-4%$888.8K$864.3K-$24.6K2026-11-10
Mather Group, Llc.
UNCHANGED10,89410,89400%$824.0K$830.5K+$6.4K2026-10-14
Wealthfront Advisers LLC
INCREASED10,66010,571+89+1%$799.6K$812.6K+$13.0K2026-11-09
Richmond Investment Services, LLC
INCREASED10,18410,066+118+1%$761.4K$776.3K+$14.9K2026-10-29
Scotia Capital Inc.
DECREASED9,6109,746-136-1%$737.2K$732.6K-$4.6K2026-11-10
Revolve Wealth Partners, LLC
UNCHANGED9,4859,48500%$717.4K$723.0K+$5.6K2026-10-23
Phillip James Consulting Co.
NEW9,323—+9,323——$710.7K—2026-11-03
JFS Wealth Advisors, LLC
DECREASED9,23311,450-2,217-19%$866.0K$703.8K-$162.2K2026-11-03
Prairiewood Capital, LLC
UNCHANGED9,1579,15700%$692.6K$698.0K+$5.4K2026-10-16
Quadrant Private Wealth Management, LLC
UNCHANGED9,1519,15100%$692.2K$697.6K+$5.4K2026-11-04
Freedom Day Solutions, LLC
UNCHANGED8,8168,81600%$666.8K$672.0K+$5.2K2026-10-20
Concurrent Investment Advisors, LLC
NEW8,568—+8,568——$653.2K—2026-10-16
Fifth Third Bancorp
INCREASED8,3758,212+163+2%$621.2K$638.4K+$17.3K2026-11-05
Hardy Reed LLC
DECREASED7,79610,346-2,550-25%$782.6K$594.3K-$188.3K2026-11-06
Capital Investment Advisors, LLC
INCREASED7,7707,618+152+2%$576.2K$592.3K+$16.1K2026-10-22
Markowski Investments
UNCHANGED7,3517,35100%$556.0K$560.4K+$4.3K2026-10-30
Geneos Wealth Management Inc.
INCREASED7,3327,272+60+1%$550.1K$559.0K+$8.9K2026-11-09
Birchwood Financial Partners, Inc.
INCREASED7,2717,220+51+1%$546.1K$554.3K+$8.2K2026-11-02
Align Financial, LLC
UNCHANGED6,6136,61300%$500.2K$504.1K+$3.9K2026-10-16
Parallel Advisors, LLC
INCREASED6,4986,221+277+4%$470.6K$495.3K+$24.8K2026-11-03
Larson Financial Group LLC
INCREASED6,4286,097+331+5%$461.2K$490.0K+$28.8K2026-11-05
PKS Advisory Services, LLC
UNCHANGED6,0576,05700%$458.2K$458.2K$02026-10-26
Root Financial Partners, LLC
INCREASED5,7665,078+688+14%$384.1K$439.5K+$55.4K2026-10-21
Ashton Thomas Private Wealth, LLC
NEW5,672—+5,672——$432.4K—2026-11-03
KFA Private Wealth Group, LLC
DECREASED5,2645,272-80%$398.8K$401.3K+$2.5K2026-10-07
TopTier Wealth Management, LLC
DECREASED5,2365,413-177-3%$409.4K$399.1K-$10.3K2026-10-16
Paragon Capital Management Ltd
UNCHANGED5,0865,08600%$384.7K$387.7K+$3.0K2026-10-09
Bank of Montreal
INCREASED4,9264,807+119+2%$363.6K$375.5K+$11.9K2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED4,8955,199-304-6%$393.2K$373.2K-$20.1K2026-10-27
Castle Wealth Management LLC
UNCHANGED4,8314,83100%$365.4K$368.3K+$2.9K2026-11-10
CoreCap Advisors, LLC
INCREASED4,7664,668+98+2%$353.1K$363.3K+$10.2K2026-10-08
Modera Wealth Management, LLC
UNCHANGED4,6904,69000%$354.8K$357.5K+$2.8K2026-10-28
Facet Wealth, Inc.
INCREASED4,6564,225+431+10%$319.6K$354.9K+$35.3K2026-11-04
Prospera Financial Services Inc
DECREASED4,3434,385-42-1%$331.7K$331.0K-$7442026-11-04
Austin Wealth Management, LLC
UNCHANGED4,0844,08400%$307.9K$308.8K+$9392026-11-06
Darden Wealth Group Inc
INCREASED4,0664,065+1+0%$307.5K$310.0K+$2.5K2026-11-06
IFP Advisors, Inc
INCREASED3,9672,980+987+33%$225.4K$302.4K+$77.0K2026-10-16
Perigon Wealth Management, LLC
UNCHANGED3,9153,91500%$296.2K$298.5K+$2.3K2026-10-22
Sentinel Pension Advisors, LLC
UNCHANGED3,8053,80500%$286.8K$290.1K+$3.2K2026-11-02
Cutler Investment Counsel LLC
UNCHANGED3,6953,69500%$279.5K$281.7K+$2.2K2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED3,5703,57000%$270.0K$272.0K+$2.0K2026-10-26
71 West Capital Partners
UNCHANGED3,4533,45300%$261.2K$263.2K+$2.0K2026-11-04
Mission Wealth Management, LP
DECREASED3,4176,652-3,235-49%$503.2K$260.5K-$242.7K2026-10-15
HUB Investment Partners, LLC
NEW3,255—+3,255——$248.1K—2026-11-03
Tennessee Valley Asset Management Partners
DECREASED3,0503,098-48-2%$234.3K$232.5K-$1.8K2026-11-03
Security Financial Services, Inc.
DECREASED3,0223,028-60%$229.0K$230.4K+$1.3K2026-10-29
Joel Isaacson & Co., LLC
UNCHANGED2,8232,82300%$213.5K$215.2K+$1.7K2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,8182,81800%$213.2K$214.8K+$1.7K2026-10-27
Midwest Trust Co
UNCHANGED2,6932,69300%$203.7K$205.3K+$1.6K2026-10-22
Merit Financial Group, LLC
NEW2,626—+2,626——$200.2K—2026-11-06
Blair William & Co
INCREASED2,6112,609+2+0%$197.4K$199.1K+$1.7K2026-11-10
Spire Wealth Management
DECREASED2,4532,471-18-1%$186.9K$187.0K+$852026-10-30
Blue Trust, Inc.
INCREASED2,108791+1,317+167%$59.8K$160.7K+$100.9K2026-10-15
First Pacific Financial
INCREASED2,0432,029+14+1%$153.5K$155.8K+$2.3K2026-10-14
Mosley Wealth Management
INCREASED1,960254+1,706+672%$19.2K$149.2K+$130.0K2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED1,5721,57200%$118.9K$119.8K+$9282026-11-04
PNC Financial Services Group, Inc.
UNCHANGED1,3721,37200%$103.8K$104.6K+$8102026-11-06
Private Trust Co NA
INCREASED1,3321,031+301+29%$78.0K$101.5K+$23.6K2026-10-20
Abound Wealth Management
INCREASED1,3051,304+1+0%$98.7K$99.5K+$8352026-10-26
Assetmark, Inc
UNCHANGED1,2941,29400%$97.9K$98.6K+$7642026-10-21
Harbor Asset Planning, Inc.
UNCHANGED1,1381,13800%$86.1K$86.8K+$6722026-10-23
Harbour Investments, Inc.
DECREASED9921,367-375-27%$103.4K$75.6K-$27.8K2026-11-09
Triumph Capital Management
UNCHANGED97397300%$73.6K$74.2K+$5742026-10-14
Versant Capital Management, Inc
UNCHANGED80380300%$60.7K$61.2K+$4742026-10-02
Capital Investment Advisory Services, LLC
NEW638—+638——$49.3K—2026-10-30
Allworth Financial LP
UNCHANGED63363300%$47.9K$47.9K$02026-11-06
Ashton Thomas Securities, LLC
UNCHANGED62062000%$46.9K$47.3K+$3662026-10-26
Clearstead Advisors, LLC
INCREASED602600+2+0%$45.4K$45.9K+$4982026-11-06
Arlington Trust Co LLC
UNCHANGED56556500%$42.7K$43.1K+$3332026-10-20
Nuveen, LLC
NEW536—+536——$41.2K—2026-11-10
Fairway Wealth LLC
UNCHANGED51151100%$38.7K$39.0K+$3022026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED47747700%$36.1K$36.4K+$2812026-10-15
Russell Investments Group, Ltd.
UNCHANGED47347300%$35.8K$36.0K+$2292026-11-06
Bell Investment Advisors, Inc
DECREASED426494-68-14%$37.4K$32.5K-$4.9K2026-10-29
SBI Securities Co., Ltd.
INCREASED419333+86+26%$25.2K$31.9K+$6.8K2026-10-22
Tidemark, LLC
UNCHANGED41341300%$31.2K$31.5K+$2442026-11-09
McCarley & Cook Financial Planners
UNCHANGED39439400%$29.8K$30.0K+$2332026-10-21
IFG Advisory, LLC
UNCHANGED39039000%$29.5K$29.7K+$2302026-11-09
UMB Bank, n.a.
UNCHANGED36236200%$27.4K$27.6K+$2132026-11-06
SYM Financial Corp
UNCHANGED31831800%$24.1K$24.2K+$1872026-10-26
Godsey & Gibb, Inc
UNCHANGED31131100%$23.5K$23.7K+$1832026-10-14
Investment Research & Advisory Group, Inc.
INCREASED286284+2+1%$21.5K$21.8K+$3212026-10-19
Valued Wealth Advisors LLC
UNCHANGED27227200%$20.6K$20.7K+$1602026-11-05
Chilton Capital Management LLC
UNCHANGED25025000%$18.9K$19.1K+$1482026-10-28
Cullen T Bankers, Inc.
INCREASED237235+2+1%$17.8K$18.0K+$2672026-10-28
Signaturefd, LLC
UNCHANGED20520500%$15.5K$15.6K+$1212026-10-23
Coston, McIsaac & Partners
UNCHANGED15015000%$11$11.4K+$11.4K2026-11-06
Elevation Wealth Partners, LLC
INCREASED135134+1+1%$10.2K$10.3K+$1522026-10-07
Creative Capital Management Investments LLC
UNCHANGED11611600%$8.8K$8.8K+$692026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED10510500%$7.9K$8.0K+$622026-10-20
Signature Resources Capital Management, LLC
UNCHANGED10110100%$7.6K$7.7K+$592026-10-16
Maryland Capital Advisors Inc.
UNCHANGED959500%$7.2K$7.2K+$562026-10-15
Silver Grove Financial Group, Inc.
NEW50—+50——$3.8K—2026-11-05
Next Level Wealth Planning, LLC
NEW47—+47——$3.6K—2026-10-29
Latitude Advisors, LLC
NEW36—+36——$2.7K—2026-10-27
First Command Advisory Services, Inc.
DECREASED2934-5-15%$2.6K$2.2K-$3612026-11-05
Gamma Investing LLC
UNCHANGED4400%$303$305+$22026-10-08
Axxcess Wealth Management, LLC
CLOSED07,296-7,296-100%$551.9K$0-$551.9K2026-10-21
Avidian Wealth Enterprises, LLC
CLOSED05,649-5,649-100%$427.3K$0-$427.3K2026-10-08
McKinley Carter Wealth Services, Inc.
CLOSED04,272-4,272-100%$323.1K$0-$323.1K2026-10-16
MCF Advisors LLC
CLOSED0770-770-100%$58.2K$0-$58.2K2026-10-28
Robinswood Financial LLC
CLOSED0523-523-100%$39.6K$0-$39.6K2026-10-20
LifeSteps Financial, Inc.
CLOSED0116-116-100%$8.8K$0-$8.8K2026-10-15
Tucker Asset Management LLC
CLOSED0100-100-100%$7.6K$0-$7.6K2026-10-29
Gill Capital Partners, LLC
CLOSED070-70-100%$5.3K$0-$5.3K2026-10-13
AdvisorNet Financial, Inc
CLOSED046-46-100%$3.5K$0-$3.5K2026-10-15
Hara Capital LLC
CLOSED000—$0$0$02026-10-30
Quent Capital, LLC
UNCHANGED000—$0$0$02026-11-09
Charles Schwab Investment Management Inc
N/A—9,433,390-9,433,390-100%$713.5M———
Invesco Ltd.
N/A—5,796,563-5,796,563-100%$438.5M———
Morgan Stanley
N/A—1,392,160-1,392,160-100%$105.3M———
Bank of America Corp
N/A—974,901-974,901-100%$73.7M———
UBS Group AG
N/A—702,113-702,113-100%$53.1M———
Wells Fargo & Company
N/A—687,127-687,127-100%$52.0M———
Sanctuary Advisors, LLC
N/A—590,254-590,254-100%$44.6M———
Ameriprise Financial Inc
N/A—441,718-441,718-100%$33.3M———
First American Trust, FSB
N/A—378,090-378,090-100%$28.6M———
JPMorgan Chase & Co
N/A—290,102-290,102-100%$21.8M———
Royal Bank of Canada
N/A—243,782-243,782-100%$18.4M———
Equitable Holdings, Inc.
N/A—241,543-241,543-100%$18.3M———
Cetera Investment Advisers
N/A—211,863-211,863-100%$16.0M———
National Bank of Canada
N/A—190,060-190,060-100%$14.4M———
Victory Capital Management Inc
N/A—177,551-177,551-100%$13.4M———
Northwestern Mutual Wealth Management Co
N/A—145,105-145,105-100%$11.0M———
Captrust Financial Advisors
N/A—144,507-144,507-100%$10.9M———
CIBC Bancorp USA Inc.
N/A—133,057-133,057-100%$10.1M———
UBS Asset Management Americas LLC
N/A—124,982-124,982-100%$9.5M———
Osaic Holdings, Inc.
N/A—120,271-120,271-100%$9.1M———
Envestnet Asset Management Inc
N/A—95,495-95,495-100%$7.2M———
HRT Financial LP
N/A—92,199-92,199-100%$7.0M———
Garden State Investment Advisory Services LLC
N/A—76,892-76,892-100%$5.8M———
Mariner, LLC
N/A—74,595-74,595-100%$5.6M———
Jones Financial Companies Lllp
N/A—69,433-69,433-100%$5.2M———
Stifel Financial Corp
N/A—67,457-67,457-100%$5.1M———
Waverly Advisors, LLC
N/A—67,414-67,414-100%$5.1M———
Glenmede Trust Co NA
N/A—62,800-62,800-100%$4.8M———
Rothschild Investment LLC
N/A—61,220-61,220-100%$4.6M———
Proficio Capital Partners LLC
N/A—58,700-58,700-100%$4.4M———
Rockefeller Capital Management L.P.
N/A—57,217-57,217-100%$4.3M———
Quantinno Capital Management LP
N/A—52,354-52,354-100%$4.0M———
MAI Capital Management
N/A—50,493-50,493-100%$3.8M———
Goldman Sachs Group Inc
N/A—45,894-45,894-100%$3.5M———
Mercer Global Advisors Inc
N/A—37,707-37,707-100%$2.9M———
Jane Street Group, LLC
N/A—35,393-35,393-100%$2.7M———
Wealthspire Advisors, LLC
N/A—31,595-31,595-100%$2.4M———
AQR Capital Management LLC
N/A—26,440-26,440-100%$2.0M———
Meeder Advisory Services, Inc.
N/A—25,210-25,210-100%$1.9M———
Nalls Sherbakoff Group, LLC
N/A—25,025-25,025-100%$1.9M———
MML Investors Services, LLC
N/A—23,440-23,440-100%$1.8M———
Cerity Partners LLC
N/A—22,864-22,864-100%$1.7M———
IHT Wealth Management, LLC
N/A—22,140-22,140-100%$1.7M———
Focus Partners Wealth
N/A—20,364-20,364-100%$1.5M———
Rollins Financial Advisors, LLC
N/A—16,554-16,554-100%$1.3M———
Main Street Financial Solutions, LLC
N/A—16,070-16,070-100%$1.2M———
Foster & Motley Inc
N/A—15,727-15,727-100%$1.2M———
Rather & Kittrell, Inc.
N/A—14,766-14,766-100%$1.1M———
Rathbones Group PLC
N/A—14,600-14,600-100%$1.1M———
Vanguard National Trust Co
N/A—13,971-13,971-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—12,939-12,939-100%$978.7K———
Sequoia Financial Advisors, LLC
N/A—12,907-12,907-100%$976.3K———
EP Wealth Advisors, LLC
N/A—12,084-12,084-100%$914.1K———
Raymond James Financial Inc
N/A—12,009-12,009-100%$908.4K———
Octavia Wealth Advisors, LLC
N/A—11,710-11,710-100%$885.7K———
BlackRock, Inc.
N/A—11,528-11,528-100%$872.0K———
WFA of San Diego, LLC
N/A—10,685-10,685-100%$848.5K———
Snowden Capital Advisors LLC
N/A—10,458-10,458-100%$791.0K———
IEQ Capital, LLC
N/A—10,377-10,377-100%$784.9K———
Flatrock Wealth Partners LLC
N/A—9,323-9,323-100%$705.2K———
Arkadios Wealth Advisors
N/A—8,679-8,679-100%$656.5K———
Harbour Investment Management LLC
N/A—7,887-7,887-100%$596.6K———
Advisory Services Network, LLC
N/A—7,779-7,779-100%$588.4K———
RiverFront Investment Group, LLC
N/A—7,773-7,773-100%$588.0K———
Vertex Planning Partners, LLC
N/A—7,180-7,180-100%$543.1K———
&partners
N/A—6,997-6,997-100%$529.2K———
Maridea Wealth Management LLC
N/A—6,854-6,854-100%$518.5K———
OneDigital Investment Advisors LLC
N/A—6,579-6,579-100%$497.6K———
Essex Financial Services, Inc.
N/A—6,367-6,367-100%$481.6K———
Gotham Asset Management, LLC
N/A—6,207-6,207-100%$469.5K———
Cresset Asset Management, LLC
N/A—5,761-5,761-100%$435.8K———
Peapack Gladstone Financial Corp
N/A—5,693-5,693-100%$431.0K———
Betterment LLC
N/A—5,249-5,249-100%$397.0K———
CIBC World Market Inc.
N/A—5,120-5,120-100%$387.3K———
Orion Porfolio Solutions, LLC
N/A—4,831-4,831-100%$365.4K———
Regal Investment Advisors LLC
N/A—4,772-4,772-100%$360.9K———
AE Wealth Management LLC
N/A—4,665-4,665-100%$352.8K———
Northern Trust Corp
N/A—3,948-3,948-100%$298.6K———
Integrated Wealth Concepts LLC
N/A—3,826-3,826-100%$289.4K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,785-3,785-100%$286.3K———
Federation des caisses Desjardins du Quebec
N/A—3,749-3,749-100%$283.6K———
McNamara Financial Services, Inc.
N/A—3,548-3,548-100%$268.4K———
Baird Financial Group, Inc.
N/A—3,493-3,493-100%$264.2K———
Vident Advisory, LLC
N/A—3,141-3,141-100%$237.6K———
Wealthspire Retirement, LLC
N/A—3,020-3,020-100%$228.4K———
Private Advisor Group, LLC
N/A—2,967-2,967-100%$224.4K———
Aptus Capital Advisors, LLC
N/A—2,942-2,942-100%$222.5K———
Range Advisory, LLC
N/A—2,821-2,821-100%$213.4K———
Vanguard Advisers Inc
N/A—2,162-2,162-100%$163.5K———
Crewe Advisors LLC
N/A—1,841-1,841-100%$139.3K———
Brown Brothers Harriman & Co
N/A—1,642-1,642-100%$124.2K———
Huntington National Bank
N/A—1,537-1,537-100%$116.3K———
Capital Analysts, LLC
N/A—1,185-1,185-100%$90.0K———
Qube Research & Technologies Ltd
N/A—1,073-1,073-100%$81.2K———
Bellevue Asset Management, LLC
N/A—675-675-100%$51.1K———
Bogart Wealth, LLC
N/A—612-612-100%$46.3K———
NewEdge Advisors, LLC
N/A—502-502-100%$38.0K———
Osbon Capital Management LLC
N/A—406-406-100%$30.7K———
Tiaa Wealth Investment Management LLC
N/A—295-295-100%$22.2K———
PIN OAK Investment Advisors Inc
N/A—204-204-100%$15———
Bartlett & Co. Wealth Management LLC
N/A—165-165-100%$12.5K———
Keating Financial Advisory Services, Inc.
N/A—146-146-100%$11.0K———
Cordant, Inc.
N/A—141-141-100%$10.7K———
Prosperity Bancshares Inc
N/A—125-125-100%$9.5K———
Atlantic Union Bankshares Corp
N/A—113-113-100%$8.5K———
Global Retirement Partners, LLC
N/A—112-112-100%$8.5K———
Steward Partners Investment Advisory, LLC
N/A—83-83-100%$6.3K———
Webster Bank, N. A.
N/A—61-61-100%$4.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—16-16-100%$1.2K———
Showing 266 of 266 institutions