IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JPM SMA & Mid Cap EN EQ ET (JMEE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Crestwood Advisors Group, LLC
INCREASED
Shares1,029,917 from 1,023,610
Change+6,307 (+1%)
Value$75.8M (-$4.1M)
Filed 2026-10-27
Syntegra Private Wealth Group, LLC
INCREASED
Shares641,438 from 633,091
Change+8,347 (+1%)
Value$47.2M (-$2.2M)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares579,534 from 580,188
Change-654 (0%)
Value$42.6M (-$2.6M)
Filed 2026-11-05
Wagner Wealth Management, LLC
INCREASED
Shares443,738 from 440,073
Change+3,665 (+1%)
Value$32.7M (-$1.7M)
Filed 2026-10-21
Meridian Financial Partners LLC
INCREASED
Shares358,457 from 347,624
Change+10,833 (+3%)
Value$26.6M (-$31.3K)
Filed 2026-10-23
CGC Financial Services, LLC
INCREASED
Shares329,108 from 324,194
Change+4,914 (+2%)
Value$24.2M (-$1.1M)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares278,597 from 278,665
Change-68 (0%)
Value$20.5M (-$1.2M)
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares241,121 from 224,405
Change+16,716 (+7%)
Value$17.7M (+$231.4K)
Filed 2026-10-15
Advisory Resource Group
DECREASED
Shares238,921 from 258,935
Change-20,014 (-8%)
Value$17.6M (-$2.6M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares200,698 from 191,937
Change+8,761 (+5%)
Value$14.8M (-$209.5K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
DECREASED
Shares182,713 from 182,754
Change-41 (0%)
Value$13.4M (-$816.3K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares161,563 from 156,363
Change+5,200 (+3%)
Value$11.9M (-$313.1K)
Filed 2026-11-02
Allegheny Financial Group
INCREASED
Shares161,153 from 72,421
Change+88,732 (+123%)
Value$11.9M (+$6.2M)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares121,998 from 117,476
Change+4,522 (+4%)
Value$9.0M (-$190.0K)
Filed 2026-11-04
Macco Financial Group, Inc.
DECREASED
Shares115,330 from 138,964
Change-23,634 (-17%)
Value$8.5M (-$2.4M)
Filed 2026-11-05
Plan Group Financial, LLC
INCREASED
Shares91,113 from 77,375
Change+13,738 (+18%)
Value$6.8M (+$723.9K)
Filed 2026-10-22
Legacy Private Trust Co.
INCREASED
Shares90,444 from 90,326
Change+118 (+0%)
Value$6.7M (-$393.3K)
Filed 2026-10-06
Stewardship Advisors, LLC
INCREASED
Shares89,846 from 89,802
Change+44 (+0%)
Value$6.6M (-$396.4K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares88,358 from 95,365
Change-7,007 (-7%)
Value$6.5M (-$939.9K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
INCREASED
Shares87,987 from 78,882
Change+9,105 (+12%)
Value$6.5M (+$310.7K)
Filed 2026-10-26
Platform Technology Partners
INCREASED
Shares81,812 from 78,189
Change+3,623 (+5%)
Value$6.0M (-$81.4K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
INCREASED
Shares66,347 from 62,829
Change+3,518 (+6%)
Value$5.0M (+$202.1K)
Filed 2026-11-05
Integrity Wealth Advisors, Inc.
NEW
Shares55,084
Change+55,084
Value$4.1M
Filed 2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares54,261 from 53,206
Change+1,055 (+2%)
Value$4.0M (-$167.6K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
DECREASED
Shares52,827 from 56,697
Change-3,870 (-7%)
Value$3.9M (-$537.1K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares50,127 from 46,413
Change+3,714 (+8%)
Value$3.7K (-$3.6M)
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
INCREASED
Shares49,959 from 48,412
Change+1,547 (+3%)
Value$3.7M (-$101.6K)
Filed 2026-10-26
Greenwood Capital Associates LLC
INCREASED
Shares49,470 from 44,165
Change+5,305 (+12%)
Value$3.6M (+$193.8K)
Filed 2026-10-27
Thrivent Financial for Lutherans
NEW
Shares47,714
Change+47,714
Value$3.5M
Filed 2026-11-05
SilverOak Wealth Management LLC
INCREASED
Shares41,470 from 38,225
Change+3,245 (+8%)
Value$3.1M (+$68.7K)
Filed 2026-10-29
Planning Strategies Inc.
INCREASED
Shares40,486 from 39,448
Change+1,038 (+3%)
Value$3.0M (-$99.2K)
Filed 2026-10-02
Avestar Capital, LLC
INCREASED
Shares40,428 from 29,215
Change+11,213 (+38%)
Value$3.0M (+$695.0K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares40,031 from 103,466
Change-63,435 (-61%)
Value$2.9M (-$5.1M)
Filed 2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED
Shares39,874 from 39,874
Change0 (0%)
Value$3.1M ($0)
Filed 2026-10-22
Fortitude Financial, LLC
INCREASED
Shares39,052 from 23,946
Change+15,106 (+63%)
Value$2.9M (+$1.0M)
Filed 2026-10-19
WealthPLAN Partners, LLC
INCREASED
Shares38,618 from 30,032
Change+8,586 (+29%)
Value$2.8M (+$498.1K)
Filed 2026-10-15
Fifth Third Securities, Inc.
DECREASED
Shares34,378 from 40,140
Change-5,762 (-14%)
Value$2.5M (-$602.6K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares32,976 from 33,123
Change-147 (0%)
Value$2.5M (-$75.5K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares32,972 from 31,866
Change+1,106 (+3%)
Value$2.4M (-$60.4K)
Filed 2026-11-04
Choice Wealth Advisors LLC
DECREASED
Shares31,426 from 31,697
Change-271 (-1%)
Value$2.3M (-$161.0K)
Filed 2026-10-16
Asset Allocation Strategies LLC
INCREASED
Shares29,897 from 29,154
Change+743 (+3%)
Value$2.2M (-$75.0K)
Filed 2026-10-20
WBH Advisory Inc
INCREASED
Shares28,643 from 26,481
Change+2,162 (+8%)
Value$2.1M (+$41.2K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares26,936 from 26,902
Change+34 (+0%)
Value$2.0M (-$117.2K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares20,814 from 19,863
Change+951 (+5%)
Value$1.5M (-$18.4K)
Filed 2026-10-09
Fermata Advisors, LLC
DECREASED
Shares18,398 from 28,688
Change-10,290 (-36%)
Value$1.4M (-$884.8K)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED
Shares17,398 from 18,102
Change-704 (-4%)
Value$1.3M (-$132.4K)
Filed 2026-10-30
MGO One Seven LLC
DECREASED
Shares16,576 from 17,005
Change-429 (-3%)
Value$1.2M (-$107.2K)
Filed 2026-10-28
Rockland Trust Co
INCREASED
Shares14,592 from 10,821
Change+3,771 (+35%)
Value$1.1M (+$229.3K)
Filed 2026-10-05
United Advisor Group, LLC
INCREASED
Shares13,348 from 13,328
Change+20 (+0%)
Value$982.2K (-$57.8K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
INCREASED
Shares11,219 from 9,466
Change+1,753 (+19%)
Value$825.5K (+$86.9K)
Filed 2026-10-28
Harbor Asset Planning, Inc.
UNCHANGED
Shares10,008 from 10,008
Change0 (0%)
Value$736.4K (-$44.5K)
Filed 2026-10-23
Freedom Financial Partners LLC
INCREASED
Shares9,024 from 8,855
Change+169 (+2%)
Value$664.0K (-$27.0K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares7,921 from 7,906
Change+15 (+0%)
Value$582.8K (-$34.1K)
Filed 2026-11-04
Independence Asset Advisors, LLC
NEW
Shares7,671
Change+7,671
Value$564.4K
Filed 2026-10-23
Creative Planning
INCREASED
Shares7,654 from 5,209
Change+2,445 (+47%)
Value$563.2K (+$156.7K)
Filed 2026-11-02
Avaii Wealth Management, LLC
UNCHANGED
Shares6,873 from 6,873
Change0 (0%)
Value$516.1K (-$20.1K)
Filed 2026-10-09
Schwallier Wealth Management LLC
DECREASED
Shares6,531 from 7,945
Change-1,414 (-18%)
Value$480.6K (-$139.4K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares6,126 from 4,585
Change+1,541 (+34%)
Value$450.8K (+$93.0K)
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares6,124 from 6,416
Change-292 (-5%)
Value$450.6K (-$50.1K)
Filed 2026-10-29
Krilogy Financial LLC
DECREASED
Shares5,863 from 5,969
Change-106 (-2%)
Value$436.9K (-$28.9K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares5,808 from 5,829
Change-21 (0%)
Value$427.4K (-$27.4K)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares5,805 from 5,822
Change-17 (0%)
Value$427.1K (-$27.2K)
Filed 2026-10-21
HBW Advisory Services LLC
INCREASED
Shares5,783 from 5,014
Change+769 (+15%)
Value$425.5K (+$34.3K)
Filed 2026-10-15
Dynamic Financial Group
INCREASED
Shares5,719 from 4,614
Change+1,105 (+24%)
Value$420.8K (+$60.8K)
Filed 2026-10-28
Luts & Greenleigh Group, Inc.
INCREASED
Shares5,315 from 5,115
Change+200 (+4%)
Value$391.1K (-$8.0K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares5,293 from 4,136
Change+1,157 (+28%)
Value$389.5K (+$66.7K)
Filed 2026-10-09
Sfam, LLC
UNCHANGED
Shares5,220 from 5,220
Change0 (0%)
Value$384.1K (-$23.2K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares5,012 from 4,990
Change+22 (+0%)
Value$368.8K (-$20.6K)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares4,686 from 5,263
Change-577 (-11%)
Value$344.8K (-$62.4K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares4,161 from 4,166
Change-5 (0%)
Value$306.1K (-$18.9K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares4,051 from 4,072
Change-21 (-1%)
Value$298.1K (-$19.7K)
Filed 2026-10-23
Americana Partners, LLC
INCREASED
Shares3,955 from 3,954
Change+1 (+0%)
Value$291.0K (-$17.6K)
Filed 2026-10-28
Nestegg Advisors, Inc.
UNCHANGED
Shares3,870 from 3,870
Change0 (0%)
Value$284.8K (-$17.2K)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares3,630 from 3,231
Change+399 (+12%)
Value$267.1K (+$15.0K)
Filed 2026-10-23
Intrua Financial, LLC
UNCHANGED
Shares3,593 from 3,593
Change0 (0%)
Value$264.4K (-$16.0K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
NEW
Shares3,406
Change+3,406
Value$250.6K
Filed 2026-11-02
Bluesphere Advisors LLC
INCREASED
Shares3,135 from 2,615
Change+520 (+20%)
Value$230.6K (+$26.6K)
Filed 2026-10-19
Liberty Atlantic Advisors LLC
NEW
Shares3,083
Change+3,083
Value$226.9K
Filed 2026-10-14
Riversedge Advisors, LLC
UNCHANGED
Shares2,918 from 2,918
Change0 (0%)
Value$214.7K (-$13.0K)
Filed 2026-10-09
Stone House Investment Management, LLC
DECREASED
Shares2,590 from 3,729
Change-1,139 (-31%)
Value$190.6K (-$100.4K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$154.5K (-$9.3K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,600 from 1,735
Change-135 (-8%)
Value$85.0K (+$982)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares1,596 from 783
Change+813 (+104%)
Value$117.4K (+$56.3K)
Filed 2026-11-05
Center for Financial Planning, Inc.
UNCHANGED
Shares1,223 from 1,223
Change0 (0%)
Value$90.0K (-$5.4K)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$82.8K (-$5.0K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares936 from 747
Change+189 (+25%)
Value$68.9K (+$10.6K)
Filed 2026-10-16
Godsey & Gibb, Inc
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$51.1K (-$3.1K)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares645
Change+645
Value$47.5K
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares592 from 229
Change+363 (+159%)
Value$43.5K (+$25.7K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
NEW
Shares572
Change+572
Value$42.1K
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares543 from 600
Change-57 (-9%)
Value$40.0K (-$6.9K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares323 from 186
Change+137 (+74%)
Value$23.8K (+$9.3K)
Filed 2026-10-08
SJS Investment Consulting Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$22.1K (-$1.3K)
Filed 2026-10-26
Blue Trust, Inc.
NEW
Shares242
Change+242
Value$17.8K
Filed 2026-10-15
Pinnacle Bancorp, Inc.
DECREASED
Shares145 from 565
Change-420 (-74%)
Value$10.7K (-$33.4K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$5.7K (-$342)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.5K (-$333)
Filed 2026-11-02
Larson Financial Group LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$4.2K (-$254)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares54
Change+54
Value$4.0K
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares47 from 25
Change+22 (+88%)
Value$3.5K (+$1.5K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$3.4K (-$204)
Filed 2026-10-13
Abound Wealth Management
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.2K (-$196)
Filed 2026-10-26
Financial Management Professionals, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.4K (-$142)
Filed 2026-10-23
Compass Financial Management LLC
DECREASED
Shares28 from 48
Change-20 (-42%)
Value$2.1K (-$1.7K)
Filed 2026-10-30
Scarborough Advisors, LLC
CLOSED
Shares0 from 121,721
Change-121,721 (-100%)
Value$0 (-$9.3M)
Filed 2026-10-16
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 43,432
Change-43,432 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-21
Integrated Advisors Network LLC
CLOSED
Shares0 from 2,821
Change-2,821 (-100%)
Value$0 (-$220.1K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 534
Change-534 (-100%)
Value$0 (-$41.7K)
Filed 2026-10-16
Markowski Investments
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-22
JPMorgan Chase & Co
N/A
Shares— from 9,782,654
Change-9,782,654 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,088,420
Change-3,088,420 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,260,945
Change-2,260,945 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 702,324
Change-702,324 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 618,478
Change-618,478 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 571,576
Change-571,576 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 463,387
Change-463,387 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 455,639
Change-455,639 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 231,431
Change-231,431 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 228,395
Change-228,395 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 209,506
Change-209,506 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 190,278
Change-190,278 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 143,634
Change-143,634 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 134,663
Change-134,663 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 124,966
Change-124,966 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 124,441
Change-124,441 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 123,055
Change-123,055 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 117,247
Change-117,247 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 110,138
Change-110,138 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 82,410
Change-82,410 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 81,030
Change-81,030 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 72,790
Change-72,790 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 64,586
Change-64,586 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 54,691
Change-54,691 (-100%)
Value—
American Trust
N/A
Shares— from 53,695
Change-53,695 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 51,422
Change-51,422 (-100%)
Value—
UBS Group AG
N/A
Shares— from 46,410
Change-46,410 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 45,519
Change-45,519 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 41,917
Change-41,917 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 40,086
Change-40,086 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,052
Change-40,052 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35,305
Change-35,305 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 28,071
Change-28,071 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 26,476
Change-26,476 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,401
Change-26,401 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 26,179
Change-26,179 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 24,689
Change-24,689 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 23,912
Change-23,912 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 23,839
Change-23,839 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 20,021
Change-20,021 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 18,751
Change-18,751 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 16,177
Change-16,177 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,442
Change-15,442 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 15,393
Change-15,393 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 14,263
Change-14,263 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 12,573
Change-12,573 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,374
Change-11,374 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,167
Change-8,167 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,094
Change-7,094 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 6,879
Change-6,879 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,635
Change-6,635 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
&partners
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 757
Change-757 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 611
Change-611 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 517
Change-517 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 377
Change-377 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 230
Change-230 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 216
Change-216 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 74
Change-74 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Crestwood Advisors Group, LLC
INCREASED1,029,9171,023,610+6,307+1%$79.9M$75.8M-$4.1M2026-10-27
Syntegra Private Wealth Group, LLC
INCREASED641,438633,091+8,347+1%$49.4M$47.2M-$2.2M2026-10-13
Bank of New York Mellon Corp
DECREASED579,534580,188-6540%$45.3M$42.6M-$2.6M2026-11-05
Wagner Wealth Management, LLC
INCREASED443,738440,073+3,665+1%$34.3M$32.7M-$1.7M2026-10-21
Meridian Financial Partners LLC
INCREASED358,457347,624+10,833+3%$26.6M$26.6M-$31.3K2026-10-23
CGC Financial Services, LLC
INCREASED329,108324,194+4,914+2%$25.3M$24.2M-$1.1M2026-10-13
Verus Capital Partners, LLC
DECREASED278,597278,665-680%$21.7M$20.5M-$1.2M2026-11-03
WealthPlan Investment Management, LLC
INCREASED241,121224,405+16,716+7%$17.5M$17.7M+$231.4K2026-10-15
Advisory Resource Group
DECREASED238,921258,935-20,014-8%$20.2M$17.6M-$2.6M2026-10-26
Commonwealth Equity Services, LLC
INCREASED200,698191,937+8,761+5%$15.0M$14.8M-$209.5K2026-11-02
Bond & Devick Financial Network, Inc.
DECREASED182,713182,754-410%$14.3M$13.4M-$816.3K2026-10-23
Kestra Advisory Services, LLC
INCREASED161,563156,363+5,200+3%$12.2M$11.9M-$313.1K2026-11-02
Allegheny Financial Group
INCREASED161,15372,421+88,732+123%$5.7M$11.9M+$6.2M2026-11-05
Creative Financial Designs Inc
INCREASED121,998117,476+4,522+4%$9.2M$9.0M-$190.0K2026-11-04
Macco Financial Group, Inc.
DECREASED115,330138,964-23,634-17%$10.8M$8.5M-$2.4M2026-11-05
Plan Group Financial, LLC
INCREASED91,11377,375+13,738+18%$6.0M$6.8M+$723.9K2026-10-22
Legacy Private Trust Co.
INCREASED90,44490,326+118+0%$7.0M$6.7M-$393.3K2026-10-06
Stewardship Advisors, LLC
INCREASED89,84689,802+44+0%$7.0M$6.6M-$396.4K2026-10-20
Commonwealth Financial Services, LLC
DECREASED88,35895,365-7,007-7%$7.4M$6.5M-$939.9K2026-10-20
Ashton Thomas Securities, LLC
INCREASED87,98778,882+9,105+12%$6.2M$6.5M+$310.7K2026-10-26
Platform Technology Partners
INCREASED81,81278,189+3,623+5%$6.1M$6.0M-$81.4K2026-11-02
Destiny Wealth Partners, LLC
INCREASED66,34762,829+3,518+6%$4.8M$5.0M+$202.1K2026-11-05
Integrity Wealth Advisors, Inc.
NEW55,084—+55,084——$4.1M—2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED54,26153,206+1,055+2%$4.2M$4.0M-$167.6K2026-10-13
Flynn Zito Capital Management, LLC
DECREASED52,82756,697-3,870-7%$4.4M$3.9M-$537.1K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED50,12746,413+3,714+8%$3.6M$3.7K-$3.6M2026-11-02
Total Clarity Wealth Management, Inc.
INCREASED49,95948,412+1,547+3%$3.8M$3.7M-$101.6K2026-10-26
Greenwood Capital Associates LLC
INCREASED49,47044,165+5,305+12%$3.4M$3.6M+$193.8K2026-10-27
Thrivent Financial for Lutherans
NEW47,714—+47,714——$3.5M—2026-11-05
SilverOak Wealth Management LLC
INCREASED41,47038,225+3,245+8%$3.0M$3.1M+$68.7K2026-10-29
Planning Strategies Inc.
INCREASED40,48639,448+1,038+3%$3.1M$3.0M-$99.2K2026-10-02
Avestar Capital, LLC
INCREASED40,42829,215+11,213+38%$2.3M$3.0M+$695.0K2026-10-28
Concurrent Investment Advisors, LLC
DECREASED40,031103,466-63,435-61%$8.1M$2.9M-$5.1M2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED39,87439,87400%$3.1M$3.1M$02026-10-22
Fortitude Financial, LLC
INCREASED39,05223,946+15,106+63%$1.9M$2.9M+$1.0M2026-10-19
WealthPLAN Partners, LLC
INCREASED38,61830,032+8,586+29%$2.3M$2.8M+$498.1K2026-10-15
Fifth Third Securities, Inc.
DECREASED34,37840,140-5,762-14%$3.1M$2.5M-$602.6K2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED32,97633,123-1470%$2.5M$2.5M-$75.5K2026-10-13
Daymark Wealth Partners, LLC
INCREASED32,97231,866+1,106+3%$2.5M$2.4M-$60.4K2026-11-04
Choice Wealth Advisors LLC
DECREASED31,42631,697-271-1%$2.5M$2.3M-$161.0K2026-10-16
Asset Allocation Strategies LLC
INCREASED29,89729,154+743+3%$2.3M$2.2M-$75.0K2026-10-20
WBH Advisory Inc
INCREASED28,64326,481+2,162+8%$2.1M$2.1M+$41.2K2026-11-05
US Bancorp \de\
INCREASED26,93626,902+34+0%$2.1M$2.0M-$117.2K2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED20,81419,863+951+5%$1.5M$1.5M-$18.4K2026-10-09
Fermata Advisors, LLC
DECREASED18,39828,688-10,290-36%$2.2M$1.4M-$884.8K2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED17,39818,102-704-4%$1.4M$1.3M-$132.4K2026-10-30
MGO One Seven LLC
DECREASED16,57617,005-429-3%$1.3M$1.2M-$107.2K2026-10-28
Rockland Trust Co
INCREASED14,59210,821+3,771+35%$844.4K$1.1M+$229.3K2026-10-05
United Advisor Group, LLC
INCREASED13,34813,328+20+0%$1.0M$982.2K-$57.8K2026-11-03
Heritage Wealth Management, Inc.
INCREASED11,2199,466+1,753+19%$738.6K$825.5K+$86.9K2026-10-28
Harbor Asset Planning, Inc.
UNCHANGED10,00810,00800%$781.0K$736.4K-$44.5K2026-10-23
Freedom Financial Partners LLC
INCREASED9,0248,855+169+2%$690.9K$664.0K-$27.0K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED7,9217,906+15+0%$616.9K$582.8K-$34.1K2026-11-04
Independence Asset Advisors, LLC
NEW7,671—+7,671——$564.4K—2026-10-23
Creative Planning
INCREASED7,6545,209+2,445+47%$406.5K$563.2K+$156.7K2026-11-02
Avaii Wealth Management, LLC
UNCHANGED6,8736,87300%$536.3K$516.1K-$20.1K2026-10-09
Schwallier Wealth Management LLC
DECREASED6,5317,945-1,414-18%$620.0K$480.6K-$139.4K2026-11-05
Signal Advisors Wealth, LLC
INCREASED6,1264,585+1,541+34%$357.8K$450.8K+$93.0K2026-10-13
Vise Technologies, Inc.
DECREASED6,1246,416-292-5%$500.7K$450.6K-$50.1K2026-10-29
Krilogy Financial LLC
DECREASED5,8635,969-106-2%$465.8K$436.9K-$28.9K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED5,8085,829-210%$454.8K$427.4K-$27.4K2026-10-30
Assetmark, Inc
DECREASED5,8055,822-170%$454.3K$427.1K-$27.2K2026-10-21
HBW Advisory Services LLC
INCREASED5,7835,014+769+15%$391.2K$425.5K+$34.3K2026-10-15
Dynamic Financial Group
INCREASED5,7194,614+1,105+24%$360.0K$420.8K+$60.8K2026-10-28
Luts & Greenleigh Group, Inc.
INCREASED5,3155,115+200+4%$399.1K$391.1K-$8.0K2026-11-05
Breakwater Capital Group
INCREASED5,2934,136+1,157+28%$322.7K$389.5K+$66.7K2026-10-09
Sfam, LLC
UNCHANGED5,2205,22000%$407.3K$384.1K-$23.2K2026-11-03
Dynamic Advisor Solutions LLC
INCREASED5,0124,990+22+0%$389.3K$368.8K-$20.6K2026-10-13
Triad Wealth Partners, LLC
DECREASED4,6865,263-577-11%$407.2K$344.8K-$62.4K2026-10-26
Private Trust Co NA
DECREASED4,1614,166-50%$325.0K$306.1K-$18.9K2026-10-20
Sowell Financial Services LLC
DECREASED4,0514,072-21-1%$317.7K$298.1K-$19.7K2026-10-23
Americana Partners, LLC
INCREASED3,9553,954+1+0%$308.6K$291.0K-$17.6K2026-10-28
Nestegg Advisors, Inc.
UNCHANGED3,8703,87000%$302.0K$284.8K-$17.2K2026-10-21
Simplicity Wealth,LLC
INCREASED3,6303,231+399+12%$252.1K$267.1K+$15.0K2026-10-23
Intrua Financial, LLC
UNCHANGED3,5933,59300%$280.4K$264.4K-$16.0K2026-10-28
GC Wealth Management RIA, LLC
NEW3,406—+3,406——$250.6K—2026-11-02
Bluesphere Advisors LLC
INCREASED3,1352,615+520+20%$204.0K$230.6K+$26.6K2026-10-19
Liberty Atlantic Advisors LLC
NEW3,083—+3,083——$226.9K—2026-10-14
Riversedge Advisors, LLC
UNCHANGED2,9182,91800%$227.7K$214.7K-$13.0K2026-10-09
Stone House Investment Management, LLC
DECREASED2,5903,729-1,139-31%$291.0K$190.6K-$100.4K2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED2,1002,10000%$163.9K$154.5K-$9.3K2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED1,6001,735-135-8%$84.1K$85.0K+$9822026-11-04
Fifth Third Bancorp
INCREASED1,596783+813+104%$61.1K$117.4K+$56.3K2026-11-05
Center for Financial Planning, Inc.
UNCHANGED1,2231,22300%$95.4K$90.0K-$5.4K2026-10-26
Triumph Capital Management
UNCHANGED1,1251,12500%$87.8K$82.8K-$5.0K2026-10-14
IFP Advisors, Inc
INCREASED936747+189+25%$58.3K$68.9K+$10.6K2026-10-16
Godsey & Gibb, Inc
UNCHANGED69569500%$54.2K$51.1K-$3.1K2026-10-14
Nova Financial LLC
NEW645—+645——$47.5K—2026-11-04
Capital Investment Advisory Services, LLC
INCREASED592229+363+159%$17.8K$43.5K+$25.7K2026-10-30
Ashton Thomas Private Wealth, LLC
NEW572—+572——$42.1K—2026-11-03
Golden State Wealth Management, LLC
DECREASED543600-57-9%$46.8K$40.0K-$6.9K2026-11-02
Farther Finance Advisors, LLC
INCREASED323186+137+74%$14.5K$23.8K+$9.3K2026-10-08
SJS Investment Consulting Inc.
UNCHANGED30030000%$23.4K$22.1K-$1.3K2026-10-26
Blue Trust, Inc.
NEW242—+242——$17.8K—2026-10-15
Pinnacle Bancorp, Inc.
DECREASED145565-420-74%$44.1K$10.7K-$33.4K2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED777700%$6.0K$5.7K-$3422026-10-28
Concord Wealth Partners
UNCHANGED757500%$5.9K$5.5K-$3332026-11-02
Larson Financial Group LLC
UNCHANGED575700%$4.4K$4.2K-$2542026-11-05
Root Financial Partners, LLC
NEW54—+54——$4.0K—2026-10-21
CoreCap Advisors, LLC
INCREASED4725+22+88%$2.0K$3.5K+$1.5K2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED464600%$3.6K$3.4K-$2042026-10-13
Abound Wealth Management
UNCHANGED444400%$3.4K$3.2K-$1962026-10-26
Financial Management Professionals, Inc.
UNCHANGED323200%$2.5K$2.4K-$1422026-10-23
Compass Financial Management LLC
DECREASED2848-20-42%$3.8K$2.1K-$1.7K2026-10-30
Scarborough Advisors, LLC
CLOSED0121,721-121,721-100%$9.3M$0-$9.3M2026-10-16
Axxcess Wealth Management, LLC
CLOSED043,432-43,432-100%$3.4M$0-$3.4M2026-10-21
Integrated Advisors Network LLC
CLOSED02,821-2,821-100%$220.1K$0-$220.1K2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED0534-534-100%$41.7K$0-$41.7K2026-10-16
Markowski Investments
CLOSED0168-168-100%$13.1K$0-$13.1K2026-10-30
International Assets Investment Management, LLC
CLOSED050-50-100%$3.9K$0-$3.9K2026-11-02
Farmers & Merchants Investments Inc
CLOSED013-13-100%$1.0K$0-$1.0K2026-10-22
JPMorgan Chase & Co
N/A—9,782,654-9,782,654-100%$757.9M———
FMR LLC
N/A—3,088,420-3,088,420-100%$241.0M———
LPL Financial LLC
N/A—2,260,945-2,260,945-100%$176.4M———
Cetera Investment Advisers
N/A—702,324-702,324-100%$54.8M———
Jones Financial Companies Lllp
N/A—618,478-618,478-100%$47.8M———
Great Valley Advisor Group, Inc.
N/A—571,576-571,576-100%$44.6M———
Osaic Holdings, Inc.
N/A—463,387-463,387-100%$36.2M———
Raymond James Financial Inc
N/A—455,639-455,639-100%$35.6M———
Northwestern Mutual Wealth Management Co
N/A—231,431-231,431-100%$18.1M———
Retirement Management Systems Inc.
N/A—228,395-228,395-100%$17.8M———
B & T Capital Management DBA Alpha Capital Management
N/A—209,506-209,506-100%$16.3M———
Royal Bank of Canada
N/A—190,278-190,278-100%$14.8M———
Envestnet Asset Management Inc
N/A—143,634-143,634-100%$11.2M———
Tradition Wealth Management, LLC
N/A—134,663-134,663-100%$10.5M———
Stifel Financial Corp
N/A—124,966-124,966-100%$9.8M———
Barnes Pettey Financial Advisors, LLC
N/A—124,441-124,441-100%$9.7M———
Private Advisor Group, LLC
N/A—123,055-123,055-100%$9.6M———
MML Investors Services, LLC
N/A—117,247-117,247-100%$9.1M———
Integrated Wealth Concepts LLC
N/A—110,138-110,138-100%$8.6M———
Lakeridge Wealth Management LLC
N/A—82,410-82,410-100%$6.4M———
Modern Wealth Management, LLC
N/A—81,030-81,030-100%$6.3M———
Kingsview Wealth Management, LLC
N/A—72,790-72,790-100%$5.7M———
Natixis Advisors, LLC
N/A—64,586-64,586-100%$5.0M———
Atlas Legacy Advisors, LLC
N/A—54,691-54,691-100%$4.3M———
American Trust
N/A—53,695-53,695-100%$4.2M———
Baird Financial Group, Inc.
N/A—51,422-51,422-100%$4.0M———
UBS Group AG
N/A—46,410-46,410-100%$3.6M———
Pinnacle Financial Partners, Inc.
N/A—45,519-45,519-100%$3.6M———
Goldman Sachs Group Inc
N/A—41,917-41,917-100%$3.3M———
Ameriprise Financial Inc
N/A—40,086-40,086-100%$3.1M———
Susquehanna International Group, LLP
N/A—40,052-40,052-100%$3.1M———
National Bank of Canada
N/A—35,305-35,305-100%$2.8M———
IFG Advisory, LLC
N/A—28,071-28,071-100%$2.2M———
Ruggaard & Associates LLC
N/A—26,476-26,476-100%$2.1M———
NewEdge Advisors, LLC
N/A—26,401-26,401-100%$2.1M———
McLaughlin Asset Management, Inc.
N/A—26,179-26,179-100%$2.0M———
West Michigan Advisors, LLC
N/A—24,689-24,689-100%$1.9M———
Arete Wealth Advisors, LLC
N/A—23,912-23,912-100%$1.9M———
Merit Financial Group, LLC
N/A—23,839-23,839-100%$1.9M———
Rothschild Wealth LLC
N/A—20,021-20,021-100%$1.6M———
Benjamin Edwards Inc
N/A—18,751-18,751-100%$1.5M———
Keating Financial Advisory Services, Inc.
N/A—16,177-16,177-100%$1.3M———
Global Retirement Partners, LLC
N/A—15,442-15,442-100%$1.2M———
Independent Advisor Alliance
N/A—15,393-15,393-100%$1.2M———
PAX Financial Group, LLC
N/A—14,263-14,263-100%$1.1M———
Garden State Investment Advisory Services LLC
N/A—12,573-12,573-100%$981.1K———
Summit Wealth Partners, LLC
N/A—11,475-11,475-100%$895.4K———
Western Wealth Management, LLC
N/A—11,374-11,374-100%$887.5K———
MTM Financial Group, LLC
N/A—9,700-9,700-100%$756.9K———
Two Sigma Investments, LP
N/A—8,500-8,500-100%$663.3K———
Advisory Services Network, LLC
N/A—8,454-8,454-100%$659.7K———
Morgan Stanley
N/A—8,167-8,167-100%$637.3K———
Cozad Asset Management Inc
N/A—7,094-7,094-100%$553.6K———
Stratos Wealth Partners, Ltd.
N/A—6,985-6,985-100%$545.1K———
Earned Wealth Advisors, LLC
N/A—6,879-6,879-100%$536.8K———
American Trust Investment Advisors, LLC
N/A—6,640-6,640-100%$518.1K———
Steward Partners Investment Advisory, LLC
N/A—6,635-6,635-100%$517.7K———
HighTower Advisors, LLC
N/A—6,426-6,426-100%$501.4K———
Everest Financial Group LLC
N/A—6,338-6,338-100%$494.5K———
Sequent Planning LLC
N/A—6,095-6,095-100%$475.6K———
SHP Wealth Management
N/A—5,956-5,956-100%$464.7K———
Leavell Investment Management, Inc.
N/A—5,858-5,858-100%$457.1K———
HighPoint Advisor Group LLC
N/A—5,853-5,853-100%$456.7K———
&partners
N/A—5,722-5,722-100%$444.2K———
Mercer Global Advisors Inc
N/A—5,308-5,308-100%$414.2K———
Brown Brothers Harriman & Co
N/A—5,083-5,083-100%$396.6K———
Gateway Wealth Partners, LLC
N/A—4,797-4,797-100%$374.3K———
PNC Financial Services Group, Inc.
N/A—4,517-4,517-100%$352.5K———
World Investment Advisors
N/A—4,311-4,311-100%$287.8K———
Smith, Moore & Co.
N/A—4,009-4,009-100%$312.8K———
PCG Wealth Advisors, LLC
N/A—4,008-4,008-100%$312.7K———
Ausdal Financial Partners, Inc.
N/A—3,986-3,986-100%$311.0K———
MAI Capital Management
N/A—3,942-3,942-100%$307.6K———
BlackRock, Inc.
N/A—3,687-3,687-100%$287.7K———
Spinnaker Trust
N/A—3,554-3,554-100%$277.3K———
Alteri Wealth LLC
N/A—3,445-3,445-100%$268.8K———
Janney Montgomery Scott LLC
N/A—3,135-3,135-100%$245.0K———
Jane Street Group, LLC
N/A—3,038-3,038-100%$237.1K———
Tower Research Capital LLC (TRC)
N/A—1,748-1,748-100%$136.4K———
Capital Analysts, LLC
N/A—1,068-1,068-100%$52.0K———
Fiduciary Financial Advisors
N/A—1,038-1,038-100%$80.9K———
Wells Fargo & Company
N/A—757-757-100%$59.0K———
Bank of Montreal
N/A—611-611-100%$36.1K———
Banco de Sabadell, S.a
N/A—517-517-100%$40.0K———
BFC Planning, Inc.
N/A—377-377-100%$29.4K———
Harbour Investments, Inc.
N/A—351-351-100%$27.4K———
AE Wealth Management LLC
N/A—325-325-100%$25.4K———
Aptus Capital Advisors, LLC
N/A—267-267-100%$20.8K———
Smartleaf Asset Management LLC
N/A—243-243-100%$18.8K———
Private Wealth Asset Management, LLC
N/A—238-238-100%$18.6K———
Arax Advisory Partners
N/A—230-230-100%$18.0K———
Strategic Investment Solutions, Inc.
N/A—216-216-100%$16.9K———
Allworth Financial LP
N/A—74-74-100%$5.8K———
O'shaughnessy Asset Management, LLC
N/A—33-33-100%$2.6K———
Crews Bank & Trust
N/A—19-19-100%$1.5K———
Showing 206 of 206 institutions