IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco S&P Smallcap 600 (RWJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,138,339 from 2,919,275
Change+219,064 (+8%)
Value$176.4M (+$2.7M)
Filed 2026-11-06
Fusion Family Wealth, LLC
DECREASED
Shares1,453,941 from 1,471,806
Change-17,865 (-1%)
Value$81.7M (-$5.8M)
Filed 2026-11-02
Wellington Grp LLC
INCREASED
Shares534,493 from 508,130
Change+26,363 (+5%)
Value$30.0M (-$184.5K)
Filed 2026-11-06
CPC Advisors, LLC
INCREASED
Shares324,761 from 322,099
Change+2,662 (+1%)
Value$18.3M (-$906.8K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares233,870 from 244,270
Change-10,400 (-4%)
Value$13.1M (-$1.4M)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares202,969 from 204,873
Change-1,904 (-1%)
Value$11.4M (-$779.0K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares150,991 from 133,669
Change+17,322 (+13%)
Value$8.5M (+$535.4K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares147,791 from 149,274
Change-1,483 (-1%)
Value$8.5M (-$419.3K)
Filed 2026-10-13
Cyr Financial Inc.
INCREASED
Shares144,684 from 136,063
Change+8,621 (+6%)
Value$8.1M (+$38.4K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares133,160 from 130,190
Change+2,970 (+2%)
Value$7.5M (-$260.1K)
Filed 2026-10-16
FSA Wealth Partners, Inc.
DECREASED
Shares119,468 from 182,083
Change-62,615 (-34%)
Value$6.7M (-$4.1M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares100,468 from 104,681
Change-4,213 (-4%)
Value$5.6M (-$581.0K)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares94,925 from 91,826
Change+3,099 (+3%)
Value$5.3M (-$126.9K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares65,457 from 61,854
Change+3,603 (+6%)
Value$3.7M (-$302)
Filed 2026-10-08
Valued Retirements, Inc.
INCREASED
Shares62,110 from 58,175
Change+3,935 (+7%)
Value$3.5M (+$30.4K)
Filed 2026-11-06
Guidance Capital, Inc
INCREASED
Shares57,689 from 56,940
Change+749 (+1%)
Value$3.4M (-$49.8K)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares48,743 from 50,145
Change-1,402 (-3%)
Value$2.7M (-$243.3K)
Filed 2026-11-05
Carolina Wealth Management Inc
DECREASED
Shares47,918 from 48,365
Change-447 (-1%)
Value$2.7M (-$183.8K)
Filed 2026-10-29
Main Street Group, LTD
INCREASED
Shares46,915 from 41,284
Change+5,631 (+14%)
Value$2.6M (+$181.1K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares42,063 from 40,218
Change+1,845 (+5%)
Value$2.4M (-$28.2K)
Filed 2026-10-14
First Bank & Trust
INCREASED
Shares41,482 from 36,569
Change+4,913 (+13%)
Value$2.3M (+$156.3K)
Filed 2026-10-19
James Investment Research, Inc.
DECREASED
Shares39,545 from 41,039
Change-1,494 (-4%)
Value$2.2M (-$218.6K)
Filed 2026-10-22
Opinicus Capital, Inc.
DECREASED
Shares37,027 from 37,075
Change-48 (0%)
Value$2.1M (-$124.3K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares33,802 from 34,437
Change-635 (-2%)
Value$1.9M (-$148.7K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares32,675 from 31,357
Change+1,318 (+4%)
Value$1.8M (-$28.7K)
Filed 2026-11-02
Klingman & Associates, LLC
DECREASED
Shares28,103 from 28,269
Change-166 (-1%)
Value$1.6M (-$102.1K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares27,564 from 26,897
Change+667 (+2%)
Value$1.5M (-$50.7K)
Filed 2026-10-23
Nottingham Advisors, Inc.
UNCHANGED
Shares26,680 from 26,680
Change0 (0%)
Value$1.5M (-$92.6K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares23,797 from 23,305
Change+492 (+2%)
Value$1.3M (-$48.8K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares20,549 from 20,278
Change+271 (+1%)
Value$1.2M (-$51.3K)
Filed 2026-10-30
Citizens Financial Group Inc
DECREASED
Shares19,916 from 21,077
Change-1,161 (-6%)
Value$1.1M (-$134.4K)
Filed 2026-10-23
Cathy Pareto & Associates, Inc
DECREASED
Shares19,742 from 19,749
Change-7 (0%)
Value$1.1M (-$65.2K)
Filed 2026-10-15
Obermeyer Wealth Partners
INCREASED
Shares17,103 from 17,094
Change+9 (+0%)
Value$961.6K (-$55.6K)
Filed 2026-10-21
Carlson Financial, Inc.
DECREASED
Shares16,208 from 18,700
Change-2,492 (-13%)
Value$911.2K (-$201.6K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares15,820 from 18,028
Change-2,208 (-12%)
Value$889.4K (-$183.3K)
Filed 2026-10-15
Sowell Financial Services LLC
INCREASED
Shares14,918 from 14,635
Change+283 (+2%)
Value$838.7K (-$32.1K)
Filed 2026-10-23
Avior Wealth Management, LLC
UNCHANGED
Shares13,878 from 13,878
Change0 (0%)
Value$780.2K (-$45.5K)
Filed 2026-10-13
Sensible Money, LLC
INCREASED
Shares13,809 from 13,487
Change+322 (+2%)
Value$776.4K (-$26.1K)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares13,809 from 13,487
Change+322 (+2%)
Value$776.4K (-$26.1K)
Filed 2026-11-03
Key FInancial Inc
DECREASED
Shares12,642 from 13,182
Change-540 (-4%)
Value$710.7K (-$73.6K)
Filed 2026-11-02
Tsfg, LLC
INCREASED
Shares12,200 from 12,186
Change+14 (+0%)
Value$686 (-$724.3K)
Filed 2026-10-23
Claro Advisors Inc.
INCREASED
Shares11,093 from 11,085
Change+8 (+0%)
Value$623.7K (-$35.9K)
Filed 2026-11-02
S.A. Mason LLC
UNCHANGED
Shares10,825 from 10,825
Change0 (0%)
Value$608.6K (-$35.5K)
Filed 2026-10-13
Collaborative Capital Advisors LLC
UNCHANGED
Shares10,507 from 10,507
Change0 (0%)
Value$590.7K (-$34.5K)
Filed 2026-11-06
Sunrise Financial Services, LLC
DECREASED
Shares10,288 from 11,691
Change-1,403 (-12%)
Value$578.4K (-$117.2K)
Filed 2026-10-21
Meridian Financial Advisors, LLC
INCREASED
Shares9,828 from 7,105
Change+2,723 (+38%)
Value$552.5K (+$129.8K)
Filed 2026-10-14
Nations Financial Group Inc,
DECREASED
Shares9,266 from 10,503
Change-1,237 (-12%)
Value$520.9K (-$104.0K)
Filed 2026-11-05
Moors & Cabot, Inc.
DECREASED
Shares7,893 from 7,927
Change-34 (0%)
Value$443.7K (-$27.9K)
Filed 2026-11-06
Fiera Capital Corp
UNCHANGED
Shares7,851 from 7,851
Change0 (0%)
Value$441.4K (-$25.8K)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares7,323 from 9,344
Change-2,021 (-22%)
Value$411.7K (-$144.3K)
Filed 2026-11-06
Annex Advisory Services, LLC
INCREASED
Shares7,170 from 7,146
Change+24 (+0%)
Value$403.1K (-$22.1K)
Filed 2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED
Shares7,090 from 7,358
Change-268 (-4%)
Value$404.3K (-$31.0K)
Filed 2026-10-28
Larson Financial Group LLC
UNCHANGED
Shares6,727 from 6,727
Change0 (0%)
Value$378.2K (-$22.1K)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares6,365 from 6,365
Change0 (0%)
Value$357.8K (-$20.9K)
Filed 2026-10-16
Prospera Financial Services Inc
NEW
Shares5,885
Change+5,885
Value$346.0K
Filed 2026-11-04
Parsons Capital Management Inc
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$328.9K (-$19.2K)
Filed 2026-10-28
Red Mountain Financial, LLC
INCREASED
Shares5,130 from 4,950
Change+180 (+4%)
Value$288.4K (-$6.1K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,986 from 4,760
Change+226 (+5%)
Value$280.3K (-$2.9K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares4,814 from 5,097
Change-283 (-6%)
Value$270.6K (-$32.6K)
Filed 2026-10-08
Creative Financial Designs Inc
DECREASED
Shares4,740 from 5,852
Change-1,112 (-19%)
Value$266.5K (-$81.7K)
Filed 2026-11-04
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares4,726 from 4,726
Change0 (0%)
Value$265.7K (-$15.5K)
Filed 2026-11-02
Titleist Asset Management, LLC
UNCHANGED
Shares4,719 from 4,719
Change0 (0%)
Value$265.3K (-$15.5K)
Filed 2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares4,702 from 5,039
Change-337 (-7%)
Value$264.3K (-$35.5K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares4,620
Change+4,620
Value$259.7K
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares4,416 from 4,315
Change+101 (+2%)
Value$248.3K (-$8.5K)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares4,389 from 4,671
Change-282 (-6%)
Value$246.8K (-$31.2K)
Filed 2026-10-26
WBI Investments, LLC
DECREASED
Shares4,194 from 4,319
Change-125 (-3%)
Value$235.8K (-$21.2K)
Filed 2026-11-05
Balboa Wealth Partners
INCREASED
Shares4,181 from 4,178
Change+3 (+0%)
Value$235.0K (-$13.5K)
Filed 2026-10-20
Aviance Capital Partners, LLC
UNCHANGED
Shares4,062 from 4,062
Change0 (0%)
Value$228.4K (-$13.3K)
Filed 2026-10-29
Savant Capital, LLC
UNCHANGED
Shares4,043 from 4,043
Change0 (0%)
Value$227.3K (-$13.3K)
Filed 2026-11-06
Lodestone Wealth Management LLC
UNCHANGED
Shares3,925 from 3,925
Change0 (0%)
Value$220.7K (-$12.9K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares3,856 from 3,904
Change-48 (-1%)
Value$216.8K (-$15.5K)
Filed 2026-11-05
Opulen Financial Group LLC
INCREASED
Shares3,852 from 3,840
Change+12 (+0%)
Value$216.6K (-$11.9K)
Filed 2026-10-22
Unique Wealth, LLC
UNCHANGED
Shares3,598 from 3,598
Change0 (0%)
Value$202.3K (-$11.8K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares3,510 from 3,606
Change-96 (-3%)
Value$197.4K (-$17.2K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
UNCHANGED
Shares2,921 from 2,921
Change0 (0%)
Value$164.2K (-$9.6K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares2,397 from 2,397
Change0 (0%)
Value$142.6K ($0)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares2,380 from 2,891
Change-511 (-18%)
Value$133.8K (-$38.2K)
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$128.9K (-$7.5K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,173 from 2,013
Change+160 (+8%)
Value$122.2K (+$2.4K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,922 from 1,922
Change0 (0%)
Value$108.1K (-$6.3K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares1,704 from 1,125
Change+579 (+51%)
Value$95.8K (+$28.9K)
Filed 2026-11-06
Friedenthal Financial
NEW
Shares1,192
Change+1,192
Value$67.0K
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares851 from 751
Change+100 (+13%)
Value$47.8K (+$3.2K)
Filed 2026-11-06
AlphaCore Capital LLC
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$40.3K (-$2.4K)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$35.0K (-$2.0K)
Filed 2026-10-20
Tompkins Financial Corp
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$25.6K (-$1.5K)
Filed 2026-10-05
Signature Equity Partners, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$20.2K (-$1.2K)
Filed 2026-10-29
Lanark Financial, Inc.
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$15.1K (-$879)
Filed 2026-10-26
RMG Wealth Management LLC
NEW
Shares261
Change+261
Value$15.2K
Filed 2026-10-26
Kingdom Financial Group Llc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$13.8K (-$804)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares177 from 176
Change+1 (+1%)
Value$9.9K (-$527)
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares153 from 152
Change+1 (+1%)
Value$8.6K (-$470)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$6.1K (-$354)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.7K (-$159)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.1K (-$26)
Filed 2026-11-04
Rydar Equities, Inc.
NEW
Shares35
Change+35
Value$2.0K
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares30
Change+30
Value$1.7K
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares17
Change+17
Value$958
Filed 2026-10-15
IFS Advisors, LLC
NEW
Shares11
Change+11
Value$620
Filed 2026-10-14
Citigroup Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$56 (-$4)
Filed 2026-11-04
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 8,542
Change-8,542 (-100%)
Value$0 (-$508.3K)
Filed 2026-10-14
RFG Advisory, LLC
CLOSED
Shares0 from 7,441
Change-7,441 (-100%)
Value$0 (-$442.7K)
Filed 2026-11-03
World Equity Group, Inc.
CLOSED
Shares0 from 6,278
Change-6,278 (-100%)
Value$0 (-$373.6K)
Filed 2026-10-14
Montis Financial, LLC
CLOSED
Shares0 from 3,783
Change-3,783 (-100%)
Value$0 (-$225.1K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 3,567
Change-3,567 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-26
J. Derek Lewis & Associates Inc.
CLOSED
Shares0 from 3,531
Change-3,531 (-100%)
Value$0 (-$210.1K)
Filed 2026-11-03
Hudock, Inc.
CLOSED
Shares0 from 3,514
Change-3,514 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-14
First Command Advisory Services, Inc.
CLOSED
Shares0 from 1,195
Change-1,195 (-100%)
Value$0 (-$71.1K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 795
Change-795 (-100%)
Value$0 (-$47.3K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$6.6K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-20
Covestor Ltd
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-30
Morgan Stanley
N/A
Shares— from 2,786,387
Change-2,786,387 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,484,573
Change-1,484,573 (-100%)
Value—
UBS Group AG
N/A
Shares— from 830,176
Change-830,176 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 803,936
Change-803,936 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 777,580
Change-777,580 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 608,257
Change-608,257 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 572,104
Change-572,104 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 438,051
Change-438,051 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 423,305
Change-423,305 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 415,422
Change-415,422 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 234,519
Change-234,519 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 221,981
Change-221,981 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 176,877
Change-176,877 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 145,182
Change-145,182 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 138,125
Change-138,125 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 136,371
Change-136,371 (-100%)
Value—
&partners
N/A
Shares— from 135,350
Change-135,350 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 125,860
Change-125,860 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 124,882
Change-124,882 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 68,317
Change-68,317 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 59,207
Change-59,207 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 58,914
Change-58,914 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 56,915
Change-56,915 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 54,935
Change-54,935 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 47,471
Change-47,471 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 46,711
Change-46,711 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 45,571
Change-45,571 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 44,583
Change-44,583 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 43,919
Change-43,919 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 42,006
Change-42,006 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 39,349
Change-39,349 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 38,982
Change-38,982 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 37,543
Change-37,543 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 37,331
Change-37,331 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 36,937
Change-36,937 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 34,209
Change-34,209 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 33,935
Change-33,935 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 31,987
Change-31,987 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 29,509
Change-29,509 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 28,083
Change-28,083 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 25,553
Change-25,553 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 24,861
Change-24,861 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 22,723
Change-22,723 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 21,935
Change-21,935 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 18,342
Change-18,342 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 17,722
Change-17,722 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 17,651
Change-17,651 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 16,937
Change-16,937 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 14,690
Change-14,690 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,621
Change-14,621 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 13,838
Change-13,838 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,454
Change-13,454 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 12,886
Change-12,886 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 12,202
Change-12,202 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,543
Change-11,543 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,537
Change-11,537 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,563
Change-9,563 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,757
Change-8,757 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,726
Change-8,726 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,395
Change-8,395 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,314
Change-8,314 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,115
Change-8,115 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,252
Change-7,252 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,187
Change-7,187 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,832
Change-6,832 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,303
Change-6,303 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 5,662
Change-5,662 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 427
Change-427 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 425
Change-425 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,138,3392,919,275+219,064+8%$173.7M$176.4M+$2.7M2026-11-06
Fusion Family Wealth, LLC
DECREASED1,453,9411,471,806-17,865-1%$87.6M$81.7M-$5.8M2026-11-02
Wellington Grp LLC
INCREASED534,493508,130+26,363+5%$30.2M$30.0M-$184.5K2026-11-06
CPC Advisors, LLC
INCREASED324,761322,099+2,662+1%$19.2M$18.3M-$906.8K2026-10-21
Commonwealth Equity Services, LLC
DECREASED233,870244,270-10,400-4%$14.5M$13.1M-$1.4M2026-11-02
Independent Financial Group, LLC
DECREASED202,969204,873-1,904-1%$12.2M$11.4M-$779.0K2026-10-13
Koshinski Asset Management, Inc.
INCREASED150,991133,669+17,322+13%$8.0M$8.5M+$535.4K2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED147,791149,274-1,483-1%$8.9M$8.5M-$419.3K2026-10-13
Cyr Financial Inc.
INCREASED144,684136,063+8,621+6%$8.1M$8.1M+$38.4K2026-10-16
IFP Advisors, Inc
INCREASED133,160130,190+2,970+2%$7.7M$7.5M-$260.1K2026-10-16
FSA Wealth Partners, Inc.
DECREASED119,468182,083-62,615-34%$10.8M$6.7M-$4.1M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED100,468104,681-4,213-4%$6.2M$5.6M-$581.0K2026-11-02
Advisor OS, LLC
INCREASED94,92591,826+3,099+3%$5.5M$5.3M-$126.9K2026-11-03
CoreCap Advisors, LLC
INCREASED65,45761,854+3,603+6%$3.7M$3.7M-$3022026-10-08
Valued Retirements, Inc.
INCREASED62,11058,175+3,935+7%$3.5M$3.5M+$30.4K2026-11-06
Guidance Capital, Inc
INCREASED57,68956,940+749+1%$3.5M$3.4M-$49.8K2026-11-03
Moneco Advisors, LLC
DECREASED48,74350,145-1,402-3%$3.0M$2.7M-$243.3K2026-11-05
Carolina Wealth Management Inc
DECREASED47,91848,365-447-1%$2.9M$2.7M-$183.8K2026-10-29
Main Street Group, LTD
INCREASED46,91541,284+5,631+14%$2.5M$2.6M+$181.1K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED42,06340,218+1,845+5%$2.4M$2.4M-$28.2K2026-10-14
First Bank & Trust
INCREASED41,48236,569+4,913+13%$2.2M$2.3M+$156.3K2026-10-19
James Investment Research, Inc.
DECREASED39,54541,039-1,494-4%$2.4M$2.2M-$218.6K2026-10-22
Opinicus Capital, Inc.
DECREASED37,02737,075-480%$2.2M$2.1M-$124.3K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED33,80234,437-635-2%$2.0M$1.9M-$148.7K2026-10-20
Creative Planning
INCREASED32,67531,357+1,318+4%$1.9M$1.8M-$28.7K2026-11-02
Klingman & Associates, LLC
DECREASED28,10328,269-166-1%$1.7M$1.6M-$102.1K2026-10-20
Sigma Planning Corp
INCREASED27,56426,897+667+2%$1.6M$1.5M-$50.7K2026-10-23
Nottingham Advisors, Inc.
UNCHANGED26,68026,68000%$1.6M$1.5M-$92.6K2026-10-29
Kestra Advisory Services, LLC
INCREASED23,79723,305+492+2%$1.4M$1.3M-$48.8K2026-11-02
Truist Financial Corp
INCREASED20,54920,278+271+1%$1.2M$1.2M-$51.3K2026-10-30
Citizens Financial Group Inc
DECREASED19,91621,077-1,161-6%$1.3M$1.1M-$134.4K2026-10-23
Cathy Pareto & Associates, Inc
DECREASED19,74219,749-70%$1.2M$1.1M-$65.2K2026-10-15
Obermeyer Wealth Partners
INCREASED17,10317,094+9+0%$1.0M$961.6K-$55.6K2026-10-21
Carlson Financial, Inc.
DECREASED16,20818,700-2,492-13%$1.1M$911.2K-$201.6K2026-11-05
Atria Investments, Inc
DECREASED15,82018,028-2,208-12%$1.1M$889.4K-$183.3K2026-10-15
Sowell Financial Services LLC
INCREASED14,91814,635+283+2%$870.8K$838.7K-$32.1K2026-10-23
Avior Wealth Management, LLC
UNCHANGED13,87813,87800%$825.7K$780.2K-$45.5K2026-10-13
Sensible Money, LLC
INCREASED13,80913,487+322+2%$802.5K$776.4K-$26.1K2026-10-20
Asset Dedication, LLC
INCREASED13,80913,487+322+2%$802.5K$776.4K-$26.1K2026-11-03
Key FInancial Inc
DECREASED12,64213,182-540-4%$784.3K$710.7K-$73.6K2026-11-02
Tsfg, LLC
INCREASED12,20012,186+14+0%$725.0K$686-$724.3K2026-10-23
Claro Advisors Inc.
INCREASED11,09311,085+8+0%$659.6K$623.7K-$35.9K2026-11-02
S.A. Mason LLC
UNCHANGED10,82510,82500%$644.1K$608.6K-$35.5K2026-10-13
Collaborative Capital Advisors LLC
UNCHANGED10,50710,50700%$625.2K$590.7K-$34.5K2026-11-06
Sunrise Financial Services, LLC
DECREASED10,28811,691-1,403-12%$695.6K$578.4K-$117.2K2026-10-21
Meridian Financial Advisors, LLC
INCREASED9,8287,105+2,723+38%$422.7K$552.5K+$129.8K2026-10-14
Nations Financial Group Inc,
DECREASED9,26610,503-1,237-12%$624.9K$520.9K-$104.0K2026-11-05
Moors & Cabot, Inc.
DECREASED7,8937,927-340%$471.7K$443.7K-$27.9K2026-11-06
Fiera Capital Corp
UNCHANGED7,8517,85100%$467.1K$441.4K-$25.8K2026-11-06
Merit Financial Group, LLC
DECREASED7,3239,344-2,021-22%$556.0K$411.7K-$144.3K2026-11-06
Annex Advisory Services, LLC
INCREASED7,1707,146+24+0%$425.2K$403.1K-$22.1K2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED7,0907,358-268-4%$435.3K$404.3K-$31.0K2026-10-28
Larson Financial Group LLC
UNCHANGED6,7276,72700%$400.2K$378.2K-$22.1K2026-11-05
Trust Co of Toledo NA
UNCHANGED6,3656,36500%$378.7K$357.8K-$20.9K2026-10-16
Prospera Financial Services Inc
NEW5,885—+5,885——$346.0K—2026-11-04
Parsons Capital Management Inc
UNCHANGED5,8505,85000%$348.1K$328.9K-$19.2K2026-10-28
Red Mountain Financial, LLC
INCREASED5,1304,950+180+4%$294.5K$288.4K-$6.1K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED4,9864,760+226+5%$283.2K$280.3K-$2.9K2026-10-13
Farther Finance Advisors, LLC
DECREASED4,8145,097-283-6%$303.2K$270.6K-$32.6K2026-10-08
Creative Financial Designs Inc
DECREASED4,7405,852-1,112-19%$348.2K$266.5K-$81.7K2026-11-04
Burke & Herbert Bank & Trust Co
UNCHANGED4,7264,72600%$281.2K$265.7K-$15.5K2026-11-02
Titleist Asset Management, LLC
UNCHANGED4,7194,71900%$280.8K$265.3K-$15.5K2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
DECREASED4,7025,039-337-7%$299.8K$264.3K-$35.5K2026-10-09
Ascentis Independent Advisors
NEW4,620—+4,620——$259.7K—2026-11-03
Kestra Private Wealth Services, LLC
INCREASED4,4164,315+101+2%$256.7K$248.3K-$8.5K2026-11-06
Oppenheimer & Co Inc
DECREASED4,3894,671-282-6%$277.9K$246.8K-$31.2K2026-10-26
WBI Investments, LLC
DECREASED4,1944,319-125-3%$257.0K$235.8K-$21.2K2026-11-05
Balboa Wealth Partners
INCREASED4,1814,178+3+0%$248.6K$235.0K-$13.5K2026-10-20
Aviance Capital Partners, LLC
UNCHANGED4,0624,06200%$241.7K$228.4K-$13.3K2026-10-29
Savant Capital, LLC
UNCHANGED4,0434,04300%$240.6K$227.3K-$13.3K2026-11-06
Lodestone Wealth Management LLC
UNCHANGED3,9253,92500%$233.5K$220.7K-$12.9K2026-10-14
J.W. Cole Advisors, Inc.
DECREASED3,8563,904-48-1%$232.3K$216.8K-$15.5K2026-11-05
Opulen Financial Group LLC
INCREASED3,8523,840+12+0%$228.5K$216.6K-$11.9K2026-10-22
Unique Wealth, LLC
UNCHANGED3,5983,59800%$214.1K$202.3K-$11.8K2026-10-16
Fifth Third Bancorp
DECREASED3,5103,606-96-3%$214.5K$197.4K-$17.2K2026-11-05
Ashton Thomas Securities, LLC
UNCHANGED2,9212,92100%$173.8K$164.2K-$9.6K2026-10-26
Allworth Financial LP
UNCHANGED2,3972,39700%$142.6K$142.6K$02026-11-06
US Bancorp \de\
DECREASED2,3802,891-511-18%$172.0K$133.8K-$38.2K2026-11-05
Register Financial Advisors LLC
UNCHANGED2,2922,29200%$136.4K$128.9K-$7.5K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED2,1732,013+160+8%$119.8K$122.2K+$2.4K2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED1,9221,92200%$114.4K$108.1K-$6.3K2026-10-13
PNC Financial Services Group, Inc.
INCREASED1,7041,125+579+51%$66.9K$95.8K+$28.9K2026-11-06
Friedenthal Financial
NEW1,192—+1,192——$67.0K—2026-10-27
Russell Investments Group, Ltd.
INCREASED851751+100+13%$44.7K$47.8K+$3.2K2026-11-06
AlphaCore Capital LLC
UNCHANGED71771700%$42.7K$40.3K-$2.4K2026-11-04
Private Trust Co NA
UNCHANGED62262200%$37.0K$35.0K-$2.0K2026-10-20
Tompkins Financial Corp
UNCHANGED45645600%$27.1K$25.6K-$1.5K2026-10-05
Signature Equity Partners, LLC
UNCHANGED36036000%$21.4K$20.2K-$1.2K2026-10-29
Lanark Financial, Inc.
UNCHANGED26826800%$15.9K$15.1K-$8792026-10-26
RMG Wealth Management LLC
NEW261—+261——$15.2K—2026-10-26
Kingdom Financial Group Llc.
UNCHANGED24524500%$14.6K$13.8K-$8042026-11-04
Assetmark, Inc
INCREASED177176+1+1%$10.5K$9.9K-$5272026-10-21
Signaturefd, LLC
INCREASED153152+1+1%$9.0K$8.6K-$4702026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED10810800%$6.4K$6.1K-$3542026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED484800%$2.9K$2.7K-$1592026-10-26
Fairscale Capital, LLC
UNCHANGED363600%$2.1K$2.1K-$262026-11-04
Rydar Equities, Inc.
NEW35—+35——$2.0K—2026-10-13
Latitude Advisors, LLC
NEW30—+30——$1.7K—2026-10-27
Blue Trust, Inc.
NEW17—+17——$958—2026-10-15
IFS Advisors, LLC
NEW11—+11——$620—2026-10-14
Citigroup Inc
UNCHANGED1100%$60$56-$42026-11-04
KMG Fiduciary Partners, LLC
CLOSED08,542-8,542-100%$508.3K$0-$508.3K2026-10-14
RFG Advisory, LLC
CLOSED07,441-7,441-100%$442.7K$0-$442.7K2026-11-03
World Equity Group, Inc.
CLOSED06,278-6,278-100%$373.6K$0-$373.6K2026-10-14
Montis Financial, LLC
CLOSED03,783-3,783-100%$225.1K$0-$225.1K2026-11-04
Flagship Harbor Advisors, LLC
CLOSED03,567-3,567-100%$212.3K$0-$212.3K2026-10-26
J. Derek Lewis & Associates Inc.
CLOSED03,531-3,531-100%$210.1K$0-$210.1K2026-11-03
Hudock, Inc.
CLOSED03,514-3,514-100%$209.1K$0-$209.1K2026-10-14
First Command Advisory Services, Inc.
CLOSED01,195-1,195-100%$71.1K$0-$71.1K2026-11-05
Institute for Wealth Management, Llc.
CLOSED0795-795-100%$47.3K$0-$47.3K2026-11-06
International Assets Investment Management, LLC
CLOSED0110-110-100%$6.6K$0-$6.6K2026-11-02
Robinswood Financial LLC
CLOSED060-60-100%$3.6K$0-$3.6K2026-10-20
Covestor Ltd
UNCHANGED000—$0$0$02026-10-30
Morgan Stanley
N/A—2,786,387-2,786,387-100%$165.8M———
Bank of America Corp
N/A—1,484,573-1,484,573-100%$88.3M———
UBS Group AG
N/A—830,176-830,176-100%$49.4M———
Ameriprise Financial Inc
N/A—803,936-803,936-100%$47.8M———
Raymond James Financial Inc
N/A—777,580-777,580-100%$46.3M———
Osaic Holdings, Inc.
N/A—608,257-608,257-100%$36.2M———
Focus Partners Wealth
N/A—572,104-572,104-100%$34.0M———
MAI Capital Management
N/A—438,051-438,051-100%$26.1M———
Northwestern Mutual Wealth Management Co
N/A—423,305-423,305-100%$25.2M———
Wells Fargo & Company
N/A—415,422-415,422-100%$24.7M———
Ancora Advisors LLCA
N/A—234,519-234,519-100%$14.0M———
Private Advisor Group, LLC
N/A—221,981-221,981-100%$13.2M———
Jones Financial Companies Lllp
N/A—176,877-176,877-100%$10.6M———
Royal Bank of Canada
N/A—145,182-145,182-100%$8.6M———
Cetera Investment Advisers
N/A—138,125-138,125-100%$8.2M———
Harbour Investments, Inc.
N/A—136,371-136,371-100%$8.1M———
&partners
N/A—135,350-135,350-100%$8.0M———
Oxford Wealth Group, LLC
N/A—125,860-125,860-100%$7.5M———
Envestnet Asset Management Inc
N/A—124,882-124,882-100%$7.4M———
MML Investors Services, LLC
N/A—68,317-68,317-100%$4.1M———
Goldman Sachs Group Inc
N/A—60,000-60,000-100%$3.6M———
Fortis Capital Management LLC
N/A—59,207-59,207-100%$3.5M———
Bellars Harris Wealth Management, LLC
N/A—58,914-58,914-100%$3.5M———
Potentia Wealth
N/A—56,915-56,915-100%$3.4M———
Belpointe Asset Management LLC
N/A—54,935-54,935-100%$3.3M———
NewEdge Advisors, LLC
N/A—47,471-47,471-100%$2.8M———
Steward Partners Investment Advisory, LLC
N/A—46,711-46,711-100%$2.8M———
Stifel Financial Corp
N/A—45,571-45,571-100%$2.7M———
Rockefeller Capital Management L.P.
N/A—44,583-44,583-100%$2.7M———
Sanctuary Advisors, LLC
N/A—43,919-43,919-100%$2.6M———
JPMorgan Chase & Co
N/A—42,006-42,006-100%$2.5M———
Perspective Wealth Advisors LLC
N/A—39,349-39,349-100%$2.3M———
Cerity Partners LLC
N/A—38,982-38,982-100%$2.3M———
Ausdal Financial Partners, Inc.
N/A—37,543-37,543-100%$2.2M———
Pacific SUN Financial Corp
N/A—37,331-37,331-100%$2.2M———
Legacy Financial Advisors, Inc.
N/A—36,937-36,937-100%$2.2M———
Strive Financial Group,LLC
N/A—34,209-34,209-100%$2.0M———
Gladstone Institutional Advisory LLC
N/A—33,935-33,935-100%$2.0M———
Western Wealth Management, LLC
N/A—31,987-31,987-100%$1.9M———
Citadel Advisors LLC
N/A—29,509-29,509-100%$1.8M———
Thoroughbred Financial Services, LLC
N/A—28,083-28,083-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—25,553-25,553-100%$1.5M———
Natixis Advisors, LLC
N/A—24,861-24,861-100%$1.5M———
Two Sigma Investments, LP
N/A—23,000-23,000-100%$1.4M———
AQR Capital Management LLC
N/A—22,723-22,723-100%$1.4M———
Global Retirement Partners, LLC
N/A—21,935-21,935-100%$1.3M———
Hilltop Holdings Inc.
N/A—18,342-18,342-100%$1.1M———
Janney Montgomery Scott LLC
N/A—17,722-17,722-100%$1.1M———
Wealthspire Advisors, LLC
N/A—17,651-17,651-100%$1.1M———
GTS Securities LLC
N/A—16,937-16,937-100%$1.0M———
SK Wealth Management, LLC
N/A—14,690-14,690-100%$903.4K———
Geneos Wealth Management Inc.
N/A—14,621-14,621-100%$870.0K———
Brown Advisory Inc
N/A—13,838-13,838-100%$823.4K———
Stratos Wealth Partners, Ltd.
N/A—13,454-13,454-100%$800.5K———
Copia Wealth Management
N/A—12,886-12,886-100%$766.7K———
Proactive Wealth Strategies LLC
N/A—12,202-12,202-100%$726.0K———
Marshall Financial Group, LLC
N/A—12,015-12,015-100%$714.9K———
Equitable Holdings, Inc.
N/A—11,543-11,543-100%$686.8K———
FMR LLC
N/A—11,537-11,537-100%$686.4K———
Retirement Planning Group, LLC / NY
N/A—11,530-11,530-100%$686.1K———
Nicolet Bankshares Inc
N/A—11,083-11,083-100%$660.6K———
Composition Wealth, LLC
N/A—9,563-9,563-100%$569.0K———
Integrated Wealth Concepts LLC
N/A—8,757-8,757-100%$521.0K———
Susquehanna International Group, LLP
N/A—8,726-8,726-100%$519.2K———
IFG Advisory, LLC
N/A—8,395-8,395-100%$499.5K———
Quantinno Capital Management LP
N/A—8,314-8,314-100%$494.7K———
Fiduciary Financial Advisors
N/A—8,115-8,115-100%$482.8K———
Captrust Financial Advisors
N/A—8,005-8,005-100%$476.3K———
Cornerstone Financial Group, LLC
N/A—7,397-7,397-100%$440.1K———
Beacon Pointe Advisors, LLC
N/A—7,252-7,252-100%$431.5K———
New Insight Wealth Advisors
N/A—7,230-7,230-100%$430.2K———
OneDigital Investment Advisors LLC
N/A—7,187-7,187-100%$427.6K———
Insigneo Advisory Services, LLC
N/A—6,991-6,991-100%$416.0K———
Pine Harbor Wealth Management, LLC
N/A—6,909-6,909-100%$411.1K———
Bank of Montreal
N/A—6,832-6,832-100%$406.5K———
HighTower Advisors, LLC
N/A—6,800-6,800-100%$404.6K———
Hall Capital Management Co Inc
N/A—6,700-6,700-100%$398.7K———
Mercer Global Advisors Inc
N/A—6,656-6,656-100%$396.1K———
Waverly Advisors, LLC
N/A—6,566-6,566-100%$390.7K———
Principal Securities, Inc.
N/A—6,360-6,360-100%$378.4K———
OneAscent Financial Services LLC
N/A—6,303-6,303-100%$375.0K———
MWA Asset Management
N/A—6,042-6,042-100%$359.5K———
Nova Wealth Management, Inc.
N/A—5,662-5,662-100%$336.9K———
Swisher Financial Concepts, Inc.
N/A—4,869-4,869-100%$289.7K———
Kingsview Wealth Management, LLC
N/A—4,674-4,674-100%$278.1K———
Byrne Financial Freedom, LLC
N/A—4,370-4,370-100%$260.0K———
Mariner, LLC
N/A—4,296-4,296-100%$255.6K———
EP Wealth Advisors, LLC
N/A—4,286-4,286-100%$255.0K———
Moneta Group Investment Advisors LLC
N/A—3,975-3,975-100%$236.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—3,416-3,416-100%$203.0K———
Ameriflex Group, Inc.
N/A—2,250-2,250-100%$133.9K———
HM Payson & Co
N/A—1,254-1,254-100%$74.6K———
Bank of the Bluegrass & Trust Co.
N/A—1,081-1,081-100%$60.8K———
Aptus Capital Advisors, LLC
N/A—1,056-1,056-100%$62.8K———
Anchor Investment Management, LLC
N/A—777-777-100%$46.2K———
Capital Analysts, LLC
N/A—645-645-100%$38.0K———
UBS Asset Management Americas LLC
N/A—552-552-100%$32.8K———
Vanguard Advisers Inc
N/A—427-427-100%$25.4K———
Ogorek Anthony Joseph
N/A—425-425-100%$25———
Tidemark, LLC
N/A—350-350-100%$20.8K———
Synergy Investment Management, LLC
N/A—240-240-100%$14.3K———
AE Wealth Management LLC
N/A—21-21-100%$1.3K———
Bartlett & Co. Wealth Management LLC
N/A—15-15-100%$893———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$60———
Showing 217 of 217 institutions