Invesco S&P Midcap 400 REV (RWK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Vantagepoint Investment Advisers LLC

INCREASED

Shares552,944 from 537,216

Change+15,728 (+3%)

Value$76.5M (-$2.0M)

Filed 2026-10-26

LPL Financial LLC

DECREASED

Shares546,240 from 642,574

Change-96,334 (-15%)

Value$75.6M (-$18.4M)

Filed 2026-11-06

Fusion Family Wealth, LLC

INCREASED

Shares545,823 from 545,385

Change+438 (+0%)

Value$75.5M (-$4.2M)

Filed 2026-11-02

Resonant Capital Advisors, LLC

DECREASED

Shares171,809 from 172,713

Change-904 (-1%)

Value$23.8M (-$1.5M)

Filed 2026-10-15

RVW Wealth, LLC

DECREASED

Shares128,109 from 128,463

Change-354 (0%)

Value$17.7M (-$1.1M)

Filed 2026-10-06

Commonwealth Equity Services, LLC

INCREASED

Shares107,003 from 95,551

Change+11,452 (+12%)

Value$14.8M (+$834.1K)

Filed 2026-11-02

Sound Income Strategies, LLC

NEW

Shares105,679

Change+105,679

Value$15.0M

Filed 2026-10-09

EverSource Wealth Advisors, LLC

DECREASED

Shares47,595 from 47,603

Change-8 (0%)

Value$6.6M (-$375.1K)

Filed 2026-11-04

Ipsen Advisor Group LLC

DECREASED

Shares43,929 from 45,186

Change-1,257 (-3%)

Value$6.1M (-$529.1K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares41,267 from 39,065

Change+2,202 (+6%)

Value$5.8M (+$118.6K)

Filed 2026-10-13

Marshall & Sterling Wealth Advisors Inc.

INCREASED

Shares35,138 from 34,972

Change+166 (+0%)

Value$4.9M (-$251.8K)

Filed 2026-10-28

GHP Investment Advisors, Inc.

DECREASED

Shares23,286 from 24,075

Change-789 (-3%)

Value$3.2M (-$298.4K)

Filed 2026-10-15

Perigon Wealth Management, LLC

DECREASED

Shares23,115 from 23,387

Change-272 (-1%)

Value$3.2M (-$221.4K)

Filed 2026-10-22

Kestra Advisory Services, LLC

INCREASED

Shares21,208 from 19,286

Change+1,922 (+10%)

Value$2.9M (+$114.4K)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares16,049 from 16,241

Change-192 (-1%)

Value$2.2M (-$154.3K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares15,949 from 15,816

Change+133 (+1%)

Value$2.2M (-$106.0K)

Filed 2026-11-02

Patriot Financial Group Insurance Agency, LLC

INCREASED

Shares15,842 from 15,175

Change+667 (+4%)

Value$2.2M (-$27.0K)

Filed 2026-10-14

Independent Wealth Network Inc.

INCREASED

Shares13,612 from 3,748

Change+9,864 (+263%)

Value$1.9M (+$1.3M)

Filed 2026-10-19

Klingman & Associates, LLC

UNCHANGED

Shares12,934 from 12,934

Change0 (0%)

Value$1.8M (-$101.6K)

Filed 2026-10-20

Prism Advisors, Inc.

DECREASED

Shares7,081 from 7,263

Change-182 (-3%)

Value$1.0M (-$59.7K)

Filed 2026-10-09

Sigma Planning Corp

DECREASED

Shares6,750 from 14,259

Change-7,509 (-53%)

Value$934.2K (-$1.2M)

Filed 2026-10-23

J.W. Cole Advisors, Inc.

INCREASED

Shares5,992 from 5,110

Change+882 (+17%)

Value$829.2K (+$81.9K)

Filed 2026-11-05

J. Derek Lewis & Associates Inc.

DECREASED

Shares5,906 from 10,968

Change-5,062 (-46%)

Value$817.5K (-$786.4K)

Filed 2026-11-03

Signature Estate & Investment Advisors LLC

INCREASED

Shares5,698 from 5,682

Change+16 (+0%)

Value$788.7K (-$42.4K)

Filed 2026-10-13

Claro Advisors Inc.

INCREASED

Shares5,608 from 5,605

Change+3 (+0%)

Value$776.2K (-$43.6K)

Filed 2026-11-02

Anson Capital, Inc.

DECREASED

Shares4,131 from 4,177

Change-46 (-1%)

Value$571.7K (-$39.2K)

Filed 2026-10-23

Nations Financial Group Inc,

INCREASED

Shares4,021 from 3,080

Change+941 (+31%)

Value$556.5K (+$106.0K)

Filed 2026-11-05

Willner & Heller, LLC

INCREASED

Shares3,775 from 3,765

Change+10 (+0%)

Value$522.5K (-$28.2K)

Filed 2026-10-28

Collaborative Capital Advisors LLC

UNCHANGED

Shares3,717 from 3,717

Change0 (0%)

Value$514.4K (-$29.2K)

Filed 2026-11-06

Investors Research Corp

DECREASED

Shares3,609 from 4,099

Change-490 (-12%)

Value$499.4K (-$100.0K)

Filed 2026-10-07

Guidance Capital, Inc

INCREASED

Shares3,508 from 2,174

Change+1,334 (+61%)

Value$517.5K (+$193.8K)

Filed 2026-11-03

BAM Wealth Management, LLC

INCREASED

Shares3,403 from 3,371

Change+32 (+1%)

Value$471.0K (-$22.1K)

Filed 2026-10-15

Fiera Capital Corp

UNCHANGED

Shares3,384 from 3,384

Change0 (0%)

Value$468.3K (-$26.6K)

Filed 2026-11-06

Avestar Capital, LLC

UNCHANGED

Shares3,022 from 3,022

Change0 (0%)

Value$418.2K (-$23.7K)

Filed 2026-10-28

Advisor OS, LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$415.2K (-$23.6K)

Filed 2026-11-03

Miramontes Capital, LLC

UNCHANGED

Shares2,660 from 2,660

Change0 (0%)

Value$368.2K (-$20.9K)

Filed 2026-10-19

Fifth Third Bancorp

DECREASED

Shares2,646 from 2,849

Change-203 (-7%)

Value$366.2K (-$50.5K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares2,584 from 2,584

Change0 (0%)

Value$357.6K (-$20.3K)

Filed 2026-10-16

HUB Investment Partners, LLC

INCREASED

Shares2,561 from 2,537

Change+24 (+1%)

Value$354.5K (-$16.6K)

Filed 2026-11-03

Colonial River Investments, LLC

DECREASED

Shares2,367 from 2,532

Change-165 (-7%)

Value$327.6K (-$42.8K)

Filed 2026-10-19

Parsons Capital Management Inc

UNCHANGED

Shares2,175 from 2,175

Change0 (0%)

Value$301.0K (-$17.1K)

Filed 2026-10-28

United Advisor Group, LLC

UNCHANGED

Shares1,974 from 1,974

Change0 (0%)

Value$273.2K (-$15.5K)

Filed 2026-11-03

Parallel Advisors, LLC

DECREASED

Shares1,961 from 2,086

Change-125 (-6%)

Value$271.4K (-$33.7K)

Filed 2026-11-03

Burke & Herbert Bank & Trust Co

UNCHANGED

Shares1,885 from 1,885

Change0 (0%)

Value$260.9K (-$14.8K)

Filed 2026-11-02

Wedbush Securities Inc

UNCHANGED

Shares1,846 from 1,846

Change0 (0%)

Value$255 (-$269.7K)

Filed 2026-10-22

US Bancorp \de\

DECREASED

Shares1,758 from 2,009

Change-251 (-12%)

Value$243.3K (-$50.5K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares1,714 from 1,714

Change0 (0%)

Value$250.6K ($0)

Filed 2026-11-06

Integrated Advisors Network LLC

DECREASED

Shares1,701 from 2,219

Change-518 (-23%)

Value$235.4K (-$89.1K)

Filed 2026-10-20

Prospera Financial Services Inc

NEW

Shares1,655

Change+1,655

Value$240.8K

Filed 2026-11-04

Mascagni Wealth Management, Inc.

INCREASED

Shares1,628 from 1,623

Change+5 (+0%)

Value$225.3K (-$12.1K)

Filed 2026-10-23

First Financial Corp

DECREASED

Shares1,608 from 1,881

Change-273 (-15%)

Value$222.5K (-$52.6K)

Filed 2026-10-13

Balboa Wealth Partners

UNCHANGED

Shares1,541 from 1,541

Change0 (0%)

Value$213.3K (-$12.1K)

Filed 2026-10-20

Simplicity Wealth,LLC

UNCHANGED

Shares1,492 from 1,492

Change0 (0%)

Value$206.5K (-$11.7K)

Filed 2026-10-23

Private Trust Co NA

UNCHANGED

Shares1,189 from 1,189

Change0 (0%)

Value$164.6K (-$9.3K)

Filed 2026-10-20

Trust Co of Vermont

UNCHANGED

Shares921 from 921

Change0 (0%)

Value$127.5K (-$7.2K)

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares294 from 491

Change-197 (-40%)

Value$40.7K (-$31.1K)

Filed 2026-10-08

Heritage Family Offices, LLP

NEW

Shares193

Change+193

Value$26.7K

Filed 2026-11-02

AlphaCore Capital LLC

UNCHANGED

Shares182 from 182

Change0 (0%)

Value$25.2K (-$1.4K)

Filed 2026-11-04

Key FInancial Inc

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$23.3K (-$1.3K)

Filed 2026-11-02

Valley National Advisers Inc

UNCHANGED

Shares156 from 156

Change0 (0%)

Value$21.6K (-$1.2K)

Filed 2026-10-23

RMG Wealth Management LLC

NEW

Shares154

Change+154

Value$22.2K

Filed 2026-10-26

Caldwell Trust Co

NEW

Shares152

Change+152

Value$21.0K

Filed 2026-10-30

Planning Strategies Inc.

UNCHANGED

Shares92 from 92

Change0 (0%)

Value$12.7K (-$721)

Filed 2026-10-02

Spire Wealth Management

DECREASED

Shares85 from 86

Change-1 (-1%)

Value$11.8K (-$757)

Filed 2026-10-30

Morton Brown Family Wealth, LLC

NEW

Shares60

Change+60

Value$8.3K

Filed 2026-10-23

Latitude Advisors, LLC

NEW

Shares36

Change+36

Value$5.0K

Filed 2026-10-27

Avion Wealth

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$3 ($0)

Filed 2026-11-04

Richardson Capital Management LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.3K (-$129)

Filed 2026-10-23

Russell Investments Group, Ltd.

DECREASED

Shares3 from 64

Change-61 (-95%)

Value$458 (-$8.9K)

Filed 2026-11-06

Capital Investment Advisory Services, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$297 (-$16)

Filed 2026-10-30

Dynamic Advisor Solutions LLC

CLOSED

Shares0 from 2,151

Change-2,151 (-100%)

Value$0 (-$314.5K)

Filed 2026-10-13

Seros Financial, LLC

CLOSED

Shares0 from 1,391

Change-1,391 (-100%)

Value$0 (-$203.4K)

Filed 2026-10-21

Private Wealth Management Group, LLC

CLOSED

Shares0 from 900

Change-900 (-100%)

Value$0 (-$131.6K)

Filed 2026-10-19

First Command Advisory Services, Inc.

CLOSED

Shares0 from 648

Change-648 (-100%)

Value$0 (-$94.8K)

Filed 2026-11-05

Citigroup Inc

CLOSED

Shares0 from 566

Change-566 (-100%)

Value$0 (-$82.8K)

Filed 2026-11-04

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 525

Change-525 (-100%)

Value$0 (-$76.8K)

Filed 2026-11-06

Cornerstone Planning Group LLC

CLOSED

Shares0 from 184

Change-184 (-100%)

Value$0 (-$27.2K)

Filed 2026-10-16

Morgan Stanley

N/A

Shares— from 1,025,573

Change-1,025,573 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 575,480

Change-575,480 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 322,875

Change-322,875 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 255,166

Change-255,166 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 213,037

Change-213,037 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 145,721

Change-145,721 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 127,415

Change-127,415 (-100%)

Value—

UBS Group AG

N/A

Shares— from 119,152

Change-119,152 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 82,709

Change-82,709 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 76,802

Change-76,802 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 41,746

Change-41,746 (-100%)

Value—

Nwam LLC

N/A

Shares— from 39,343

Change-39,343 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 35,265

Change-35,265 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 32,777

Change-32,777 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 30,677

Change-30,677 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 27,964

Change-27,964 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 27,472

Change-27,472 (-100%)

Value—

Perspective Wealth Advisors LLC

N/A

Shares— from 20,755

Change-20,755 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 17,445

Change-17,445 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 16,631

Change-16,631 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 14,478

Change-14,478 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 12,201

Change-12,201 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,062

Change-12,062 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 11,726

Change-11,726 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 11,308

Change-11,308 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 10,616

Change-10,616 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,014

Change-10,014 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 9,848

Change-9,848 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 9,097

Change-9,097 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,967

Change-8,967 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 8,737

Change-8,737 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 7,104

Change-7,104 (-100%)

Value—

Marshall Financial Group, LLC

N/A

Shares— from 7,034

Change-7,034 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 6,435

Change-6,435 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 6,357

Change-6,357 (-100%)

Value—

Keystone Financial Services, LLC

N/A

Shares— from 6,223

Change-6,223 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 5,823

Change-5,823 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,463

Change-5,463 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 5,399

Change-5,399 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 5,069

Change-5,069 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 4,878

Change-4,878 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,643

Change-4,643 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 4,407

Change-4,407 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 3,896

Change-3,896 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 3,360

Change-3,360 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 3,304

Change-3,304 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 3,095

Change-3,095 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 3,078

Change-3,078 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 2,960

Change-2,960 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,418

Change-2,418 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,261

Change-2,261 (-100%)

Value—

New Insight Wealth Advisors

N/A

Shares— from 2,255

Change-2,255 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 1,985

Change-1,985 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 1,856

Change-1,856 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 1,782

Change-1,782 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,743

Change-1,743 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 1,572

Change-1,572 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 1,511

Change-1,511 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,486

Change-1,486 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 1,453

Change-1,453 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 1,451

Change-1,451 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 1,394

Change-1,394 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 1,391

Change-1,391 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 887

Change-887 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 881

Change-881 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 747

Change-747 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 747

Change-747 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 410

Change-410 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 352

Change-352 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 337

Change-337 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 299

Change-299 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 178

Change-178 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 48

Change-48 (-100%)

Value—

	Status
Vantagepoint Investment Advisers LLC	INCREASED	552,944	537,216	+15,728	+3%	$78.6M	$76.5M	-$2.0M	2026-10-26
LPL Financial LLC	DECREASED	546,240	642,574	-96,334	-15%	$94.0M	$75.6M	-$18.4M	2026-11-06
Fusion Family Wealth, LLC	INCREASED	545,823	545,385	+438	+0%	$79.8M	$75.5M	-$4.2M	2026-11-02
Resonant Capital Advisors, LLC	DECREASED	171,809	172,713	-904	-1%	$25.3M	$23.8M	-$1.5M	2026-10-15
RVW Wealth, LLC	DECREASED	128,109	128,463	-354	0%	$18.8M	$17.7M	-$1.1M	2026-10-06
Commonwealth Equity Services, LLC	INCREASED	107,003	95,551	+11,452	+12%	$14.0M	$14.8M	+$834.1K	2026-11-02
Sound Income Strategies, LLC	NEW	105,679	—	+105,679	—	—	$15.0M	—	2026-10-09
EverSource Wealth Advisors, LLC	DECREASED	47,595	47,603	-8	0%	$7.0M	$6.6M	-$375.1K	2026-11-04
Ipsen Advisor Group LLC	DECREASED	43,929	45,186	-1,257	-3%	$6.6M	$6.1M	-$529.1K	2026-10-29
Wealth Enhancement Advisory Services, LLC	INCREASED	41,267	39,065	+2,202	+6%	$5.7M	$5.8M	+$118.6K	2026-10-13
Marshall & Sterling Wealth Advisors Inc.	INCREASED	35,138	34,972	+166	+0%	$5.1M	$4.9M	-$251.8K	2026-10-28
GHP Investment Advisors, Inc.	DECREASED	23,286	24,075	-789	-3%	$3.5M	$3.2M	-$298.4K	2026-10-15
Perigon Wealth Management, LLC	DECREASED	23,115	23,387	-272	-1%	$3.4M	$3.2M	-$221.4K	2026-10-22
Kestra Advisory Services, LLC	INCREASED	21,208	19,286	+1,922	+10%	$2.8M	$2.9M	+$114.4K	2026-11-02
Truist Financial Corp	DECREASED	16,049	16,241	-192	-1%	$2.4M	$2.2M	-$154.3K	2026-10-30
Cambridge Investment Research Advisors, Inc.	INCREASED	15,949	15,816	+133	+1%	$2.3M	$2.2M	-$106.0K	2026-11-02
Patriot Financial Group Insurance Agency, LLC	INCREASED	15,842	15,175	+667	+4%	$2.2M	$2.2M	-$27.0K	2026-10-14
Independent Wealth Network Inc.	INCREASED	13,612	3,748	+9,864	+263%	$548.2K	$1.9M	+$1.3M	2026-10-19
Klingman & Associates, LLC	UNCHANGED	12,934	12,934	0	0%	$1.9M	$1.8M	-$101.6K	2026-10-20
Prism Advisors, Inc.	DECREASED	7,081	7,263	-182	-3%	$1.1M	$1.0M	-$59.7K	2026-10-09
Sigma Planning Corp	DECREASED	6,750	14,259	-7,509	-53%	$2.1M	$934.2K	-$1.2M	2026-10-23
J.W. Cole Advisors, Inc.	INCREASED	5,992	5,110	+882	+17%	$747.3K	$829.2K	+$81.9K	2026-11-05
J. Derek Lewis & Associates Inc.	DECREASED	5,906	10,968	-5,062	-46%	$1.6M	$817.5K	-$786.4K	2026-11-03
Signature Estate & Investment Advisors LLC	INCREASED	5,698	5,682	+16	+0%	$831.1K	$788.7K	-$42.4K	2026-10-13
Claro Advisors Inc.	INCREASED	5,608	5,605	+3	+0%	$819.8K	$776.2K	-$43.6K	2026-11-02
Anson Capital, Inc.	DECREASED	4,131	4,177	-46	-1%	$610.9K	$571.7K	-$39.2K	2026-10-23
Nations Financial Group Inc,	INCREASED	4,021	3,080	+941	+31%	$450.5K	$556.5K	+$106.0K	2026-11-05
Willner & Heller, LLC	INCREASED	3,775	3,765	+10	+0%	$550.7K	$522.5K	-$28.2K	2026-10-28
Collaborative Capital Advisors LLC	UNCHANGED	3,717	3,717	0	0%	$543.6K	$514.4K	-$29.2K	2026-11-06
Investors Research Corp	DECREASED	3,609	4,099	-490	-12%	$599.5K	$499.4K	-$100.0K	2026-10-07
Guidance Capital, Inc	INCREASED	3,508	2,174	+1,334	+61%	$323.7K	$517.5K	+$193.8K	2026-11-03
BAM Wealth Management, LLC	INCREASED	3,403	3,371	+32	+1%	$493.0K	$471.0K	-$22.1K	2026-10-15
Fiera Capital Corp	UNCHANGED	3,384	3,384	0	0%	$494.9K	$468.3K	-$26.6K	2026-11-06
Avestar Capital, LLC	UNCHANGED	3,022	3,022	0	0%	$442.0K	$418.2K	-$23.7K	2026-10-28
Advisor OS, LLC	UNCHANGED	3,000	3,000	0	0%	$438.8K	$415.2K	-$23.6K	2026-11-03
Miramontes Capital, LLC	UNCHANGED	2,660	2,660	0	0%	$389.1K	$368.2K	-$20.9K	2026-10-19
Fifth Third Bancorp	DECREASED	2,646	2,849	-203	-7%	$416.7K	$366.2K	-$50.5K	2026-11-05
IFP Advisors, Inc	UNCHANGED	2,584	2,584	0	0%	$377.9K	$357.6K	-$20.3K	2026-10-16
HUB Investment Partners, LLC	INCREASED	2,561	2,537	+24	+1%	$371.0K	$354.5K	-$16.6K	2026-11-03
Colonial River Investments, LLC	DECREASED	2,367	2,532	-165	-7%	$370.4K	$327.6K	-$42.8K	2026-10-19
Parsons Capital Management Inc	UNCHANGED	2,175	2,175	0	0%	$318.1K	$301.0K	-$17.1K	2026-10-28
United Advisor Group, LLC	UNCHANGED	1,974	1,974	0	0%	$288.7K	$273.2K	-$15.5K	2026-11-03
Parallel Advisors, LLC	DECREASED	1,961	2,086	-125	-6%	$305.1K	$271.4K	-$33.7K	2026-11-03
Burke & Herbert Bank & Trust Co	UNCHANGED	1,885	1,885	0	0%	$275.7K	$260.9K	-$14.8K	2026-11-02
Wedbush Securities Inc	UNCHANGED	1,846	1,846	0	0%	$270.0K	$255	-$269.7K	2026-10-22
US Bancorp \de\	DECREASED	1,758	2,009	-251	-12%	$293.9K	$243.3K	-$50.5K	2026-11-05
Allworth Financial LP	UNCHANGED	1,714	1,714	0	0%	$250.6K	$250.6K	$0	2026-11-06
Integrated Advisors Network LLC	DECREASED	1,701	2,219	-518	-23%	$324.5K	$235.4K	-$89.1K	2026-10-20
Prospera Financial Services Inc	NEW	1,655	—	+1,655	—	—	$240.8K	—	2026-11-04
Mascagni Wealth Management, Inc.	INCREASED	1,628	1,623	+5	+0%	$237.4K	$225.3K	-$12.1K	2026-10-23
First Financial Corp	DECREASED	1,608	1,881	-273	-15%	$275.1K	$222.5K	-$52.6K	2026-10-13
Balboa Wealth Partners	UNCHANGED	1,541	1,541	0	0%	$225.4K	$213.3K	-$12.1K	2026-10-20
Simplicity Wealth,LLC	UNCHANGED	1,492	1,492	0	0%	$218.2K	$206.5K	-$11.7K	2026-10-23
Private Trust Co NA	UNCHANGED	1,189	1,189	0	0%	$173.9K	$164.6K	-$9.3K	2026-10-20
Trust Co of Vermont	UNCHANGED	921	921	0	0%	$134.7K	$127.5K	-$7.2K	2026-10-21
Farther Finance Advisors, LLC	DECREASED	294	491	-197	-40%	$71.8K	$40.7K	-$31.1K	2026-10-08
Heritage Family Offices, LLP	NEW	193	—	+193	—	—	$26.7K	—	2026-11-02
AlphaCore Capital LLC	UNCHANGED	182	182	0	0%	$26.6K	$25.2K	-$1.4K	2026-11-04
Key FInancial Inc	UNCHANGED	168	168	0	0%	$24.6K	$23.3K	-$1.3K	2026-11-02
Valley National Advisers Inc	UNCHANGED	156	156	0	0%	$22.8K	$21.6K	-$1.2K	2026-10-23
RMG Wealth Management LLC	NEW	154	—	+154	—	—	$22.2K	—	2026-10-26
Caldwell Trust Co	NEW	152	—	+152	—	—	$21.0K	—	2026-10-30
Planning Strategies Inc.	UNCHANGED	92	92	0	0%	$13.4K	$12.7K	-$721	2026-10-02
Spire Wealth Management	DECREASED	85	86	-1	-1%	$12.5K	$11.8K	-$757	2026-10-30
Morton Brown Family Wealth, LLC	NEW	60	—	+60	—	—	$8.3K	—	2026-10-23
Latitude Advisors, LLC	NEW	36	—	+36	—	—	$5.0K	—	2026-10-27
Avion Wealth	UNCHANGED	25	25	0	0%	$3	$3	$0	2026-11-04
Richardson Capital Management LLC	UNCHANGED	16	16	0	0%	$2.4K	$2.3K	-$129	2026-10-23
Russell Investments Group, Ltd.	DECREASED	3	64	-61	-95%	$9.4K	$458	-$8.9K	2026-11-06
Capital Investment Advisory Services, LLC	UNCHANGED	2	2	0	0%	$313	$297	-$16	2026-10-30
Dynamic Advisor Solutions LLC	CLOSED	0	2,151	-2,151	-100%	$314.5K	$0	-$314.5K	2026-10-13
Seros Financial, LLC	CLOSED	0	1,391	-1,391	-100%	$203.4K	$0	-$203.4K	2026-10-21
Private Wealth Management Group, LLC	CLOSED	0	900	-900	-100%	$131.6K	$0	-$131.6K	2026-10-19
First Command Advisory Services, Inc.	CLOSED	0	648	-648	-100%	$94.8K	$0	-$94.8K	2026-11-05
Citigroup Inc	CLOSED	0	566	-566	-100%	$82.8K	$0	-$82.8K	2026-11-04
Institute for Wealth Management, Llc.	CLOSED	0	525	-525	-100%	$76.8K	$0	-$76.8K	2026-11-06
Cornerstone Planning Group LLC	CLOSED	0	184	-184	-100%	$27.2K	$0	-$27.2K	2026-10-16
Morgan Stanley	N/A	—	1,025,573	-1,025,573	-100%	$150.0M	—	—	—
Ameriprise Financial Inc	N/A	—	575,480	-575,480	-100%	$84.2M	—	—	—
Bank of America Corp	N/A	—	322,875	-322,875	-100%	$47.2M	—	—	—
Wells Fargo & Company	N/A	—	255,166	-255,166	-100%	$37.3M	—	—	—
Bleakley Financial Group, LLC	N/A	—	213,037	-213,037	-100%	$31.2M	—	—	—
Raymond James Financial Inc	N/A	—	145,721	-145,721	-100%	$21.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	127,415	-127,415	-100%	$18.6M	—	—	—
UBS Group AG	N/A	—	119,152	-119,152	-100%	$17.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	82,709	-82,709	-100%	$12.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	76,802	-76,802	-100%	$11.2M	—	—	—
Royal Bank of Canada	N/A	—	41,746	-41,746	-100%	$6.1M	—	—	—
Nwam LLC	N/A	—	39,343	-39,343	-100%	$5.8M	—	—	—
Private Advisor Group, LLC	N/A	—	35,265	-35,265	-100%	$5.2M	—	—	—
Cetera Investment Advisers	N/A	—	32,777	-32,777	-100%	$4.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	30,677	-30,677	-100%	$4.5M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	27,964	-27,964	-100%	$4.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	27,472	-27,472	-100%	$4.0M	—	—	—
Perspective Wealth Advisors LLC	N/A	—	20,755	-20,755	-100%	$3.0M	—	—	—
Western Wealth Management, LLC	N/A	—	17,445	-17,445	-100%	$2.6M	—	—	—
Geneos Wealth Management Inc.	N/A	—	16,631	-16,631	-100%	$2.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	14,478	-14,478	-100%	$2.1M	—	—	—
Waverly Advisors, LLC	N/A	—	12,201	-12,201	-100%	$1.8M	—	—	—
MML Investors Services, LLC	N/A	—	12,062	-12,062	-100%	$1.8M	—	—	—
JPMorgan Chase & Co	N/A	—	11,726	-11,726	-100%	$1.7M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	11,308	-11,308	-100%	$1.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	10,616	-10,616	-100%	$1.6M	—	—	—
Stifel Financial Corp	N/A	—	10,014	-10,014	-100%	$1.5M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	9,848	-9,848	-100%	$1.4M	—	—	—
Snowden Capital Advisors LLC	N/A	—	9,097	-9,097	-100%	$1.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	8,967	-8,967	-100%	$1.3M	—	—	—
Ancora Advisors LLCA	N/A	—	8,737	-8,737	-100%	$1.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	7,104	-7,104	-100%	$1.0M	—	—	—
Marshall Financial Group, LLC	N/A	—	7,034	-7,034	-100%	$1.0M	—	—	—
HighTower Advisors, LLC	N/A	—	6,435	-6,435	-100%	$941.2K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	6,357	-6,357	-100%	$929.8K	—	—	—
Keystone Financial Services, LLC	N/A	—	6,223	-6,223	-100%	$910.2K	—	—	—
AQR Capital Management LLC	N/A	—	5,823	-5,823	-100%	$851.6K	—	—	—
Harbour Investments, Inc.	N/A	—	5,463	-5,463	-100%	$799.0K	—	—	—
Advisory Services Network, LLC	N/A	—	5,399	-5,399	-100%	$789.7K	—	—	—
Smith, Moore & Co.	N/A	—	5,069	-5,069	-100%	$741.5K	—	—	—
Citadel Advisors LLC	N/A	—	4,878	-4,878	-100%	$713.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,643	-4,643	-100%	$679.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	4,407	-4,407	-100%	$644.6K	—	—	—
Wealthspire Advisors, LLC	N/A	—	3,896	-3,896	-100%	$569.9K	—	—	—
GTS Securities LLC	N/A	—	3,360	-3,360	-100%	$491.4K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	3,304	-3,304	-100%	$483.2K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	3,095	-3,095	-100%	$452.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	3,078	-3,078	-100%	$450.2K	—	—	—
Equitable Holdings, Inc.	N/A	—	2,960	-2,960	-100%	$432.9K	—	—	—
Bank of Montreal	N/A	—	2,418	-2,418	-100%	$353.7K	—	—	—
FMR LLC	N/A	—	2,261	-2,261	-100%	$330.7K	—	—	—
New Insight Wealth Advisors	N/A	—	2,255	-2,255	-100%	$329.8K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	1,985	-1,985	-100%	$290.4K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	1,856	-1,856	-100%	$271.5K	—	—	—
IHT Wealth Management, LLC	N/A	—	1,782	-1,782	-100%	$260.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,743	-1,743	-100%	$254.9K	—	—	—
Essex Financial Services, Inc.	N/A	—	1,572	-1,572	-100%	$229.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	1,511	-1,511	-100%	$221.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	1,486	-1,486	-100%	$217.4K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	1,453	-1,453	-100%	$212.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	1,451	-1,451	-100%	$212.3K	—	—	—
Mariner, LLC	N/A	—	1,394	-1,394	-100%	$203.9K	—	—	—
Brown Advisory Inc	N/A	—	1,391	-1,391	-100%	$203.1K	—	—	—
Tidemark, LLC	N/A	—	887	-887	-100%	$129.7K	—	—	—
Crewe Advisors LLC	N/A	—	881	-881	-100%	$128.9K	—	—	—
BFC Planning, Inc.	N/A	—	747	-747	-100%	$109.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	747	-747	-100%	$109.2K	—	—	—
HM Payson & Co	N/A	—	410	-410	-100%	$60.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	352	-352	-100%	$51.5K	—	—	—
Arax Advisory Partners	N/A	—	337	-337	-100%	$49.3K	—	—	—
Copia Wealth Management	N/A	—	299	-299	-100%	$43.7K	—	—	—
Financial Life Planners	N/A	—	178	-178	-100%	$26.0K	—	—	—
Vanguard Advisers Inc	N/A	—	48	-48	-100%	$7.0K	—	—	—

Showing 150 of 150 institutions