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JPMorgan Short Duration Core (JSCP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Roberts Wealth Advisors, LLC
INCREASED
Shares676,668 from 626,222
Change+50,446 (+8%)
Value$31.1M (+$1.6M)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares654,714 from 11,227
Change+643,487 (+5732%)
Value$30.1M (+$29.6M)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares539,157 from 666,586
Change-127,429 (-19%)
Value$24.8M (-$6.6M)
Filed 2026-10-23
MCF Advisors LLC
DECREASED
Shares506,075 from 514,151
Change-8,076 (-2%)
Value$23.3M (-$970.3K)
Filed 2026-10-28
CGN Advisors LLC
INCREASED
Shares464,945 from 445,972
Change+18,973 (+4%)
Value$21.4M (+$352.8K)
Filed 2026-10-21
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares416,624 from 312,314
Change+104,310 (+33%)
Value$19.2M (+$4.4M)
Filed 2026-10-13
5th Street Advisors, LLC
INCREASED
Shares407,958 from 396,649
Change+11,309 (+3%)
Value$18.8M (+$57.9K)
Filed 2026-11-04
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares345,932 from 347,102
Change-1,170 (0%)
Value$15.9M (-$458.2K)
Filed 2026-10-15
SkyOak Wealth, LLC
DECREASED
Shares310,025 from 313,090
Change-3,065 (-1%)
Value$14.3M (-$505.7K)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares284,305 from 414,958
Change-130,653 (-31%)
Value$13.1M (-$6.4M)
Filed 2026-10-08
Waterway Wealth Management, LLC
NEW
Shares272,951
Change+272,951
Value$12.6M
Filed 2026-10-28
Thrivent Financial for Lutherans
NEW
Shares260,208
Change+260,208
Value$12.0M
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares181,299 from 145,674
Change+35,625 (+24%)
Value$8.3M (+$1.5M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares153,104 from 127,950
Change+25,154 (+20%)
Value$7.0M (+$1.0M)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares148,792 from 138,292
Change+10,500 (+8%)
Value$6.8M (+$321.7K)
Filed 2026-10-22
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares148,475 from 122,458
Change+26,017 (+21%)
Value$6.8M (+$1.1M)
Filed 2026-10-14
Noesis Capital Mangement Corp
INCREASED
Shares113,396 from 102,715
Change+10,681 (+10%)
Value$5.2M (+$371.4K)
Filed 2026-10-26
Milestone Investment Advisors LLC
INCREASED
Shares100,659 from 92,768
Change+7,891 (+9%)
Value$4.6M (+$254.8K)
Filed 2026-11-05
WBH Advisory Inc
NEW
Shares89,370
Change+89,370
Value$4.1M
Filed 2026-11-05
21 West Wealth Management LLC
INCREASED
Shares82,866 from 76,794
Change+6,072 (+8%)
Value$3.8M (+$189.7K)
Filed 2026-10-13
Promethium Advisors,llc
INCREASED
Shares62,530 from 57,265
Change+5,265 (+9%)
Value$2.9M (+$175.4K)
Filed 2026-10-19
Curry Webb Wealth Management LLC
UNCHANGED
Shares59,320 from 59,320
Change0 (0%)
Value$2.8M ($0)
Filed 2026-10-22
Heritage Wealth Management, Inc.
DECREASED
Shares51,137 from 52,686
Change-1,549 (-3%)
Value$2.4M (-$132.6K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
DECREASED
Shares50,082 from 50,862
Change-780 (-2%)
Value$2.3M (-$95.1K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares45,996 from 40,549
Change+5,447 (+13%)
Value$2.1M (+$203.2K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares45,074 from 24,749
Change+20,325 (+82%)
Value$2.1K (-$1.2M)
Filed 2026-11-02
Diversified Portfolios, Inc.
INCREASED
Shares38,726 from 31,248
Change+7,478 (+24%)
Value$1.8M (+$307.4K)
Filed 2026-11-04
LexAurum Advisors, LLC
DECREASED
Shares37,612 from 37,824
Change-212 (-1%)
Value$1.7M (-$53.8K)
Filed 2026-10-19
Fagan Associates, Inc.
DECREASED
Shares36,200 from 38,750
Change-2,550 (-7%)
Value$1.7M (-$162.4K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
INCREASED
Shares34,233 from 22,362
Change+11,871 (+53%)
Value$1.6M (+$519.8K)
Filed 2026-10-26
Blueprint Financial Advisors LLC
DECREASED
Shares31,035 from 31,817
Change-782 (-2%)
Value$1.4M (-$73.0K)
Filed 2026-10-28
Blueprint Investment Partners LLC
DECREASED
Shares31,035 from 31,817
Change-782 (-2%)
Value$1.4M (-$73.0K)
Filed 2026-10-28
Mccarter Private Wealth Services LLC
INCREASED
Shares30,553 from 28,695
Change+1,858 (+6%)
Value$1.4M (+$52.0K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares29,232 from 30,015
Change-783 (-3%)
Value$1.3M (-$71.0K)
Filed 2026-10-28
Beam Wealth Advisors, Inc.
DECREASED
Shares25,452 from 27,027
Change-1,575 (-6%)
Value$1.2M (-$103.9K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares24,331 from 21,399
Change+2,932 (+14%)
Value$1.1M (+$109.9K)
Filed 2026-10-08
Clear Point Advisors Inc.
DECREASED
Shares23,755 from 37,040
Change-13,285 (-36%)
Value$1.1M (-$654.0K)
Filed 2026-10-30
USAdvisors Wealth Management, LLC
DECREASED
Shares22,591 from 22,674
Change-83 (0%)
Value$1.0K (-$1.1M)
Filed 2026-10-21
CRA Financial Services, LLC
UNCHANGED
Shares17,631 from 17,631
Change0 (0%)
Value$810.7K (-$20.5K)
Filed 2026-10-16
Tempus Wealth Planning, LLC
INCREASED
Shares16,578 from 13,202
Change+3,376 (+26%)
Value$762.3K (+$139.8K)
Filed 2026-10-14
Interchange Capital Partners, LLC
DECREASED
Shares16,026 from 16,091
Change-65 (0%)
Value$736.9K (-$21.7K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares15,037 from 13,755
Change+1,282 (+9%)
Value$691.4K (+$43.0K)
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
DECREASED
Shares14,367 from 14,657
Change-290 (-2%)
Value$660.6K (-$30.4K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares14,297 from 5,953
Change+8,344 (+140%)
Value$657.4K (+$376.7K)
Filed 2026-10-16
Lodestone Wealth Management LLC
INCREASED
Shares14,135 from 13,977
Change+158 (+1%)
Value$649.9K (-$9.0K)
Filed 2026-10-14
Peck Wealth Management, LLC
DECREASED
Shares13,336 from 16,362
Change-3,026 (-18%)
Value$613.2K (-$158.2K)
Filed 2026-10-29
Bluedoor Private Wealth, LLC
INCREASED
Shares11,164 from 8,360
Change+2,804 (+34%)
Value$513.3K (+$119.2K)
Filed 2026-11-05
Professional Financial Advisors, LLC
INCREASED
Shares10,796 from 10,694
Change+102 (+1%)
Value$496.4K (-$7.8K)
Filed 2026-10-13
Oppenheimer & Co Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$459.8K (-$11.7K)
Filed 2026-10-26
Invenio Wealth Partners LLC
UNCHANGED
Shares9,978 from 9,978
Change0 (0%)
Value$458.8K (-$11.6K)
Filed 2026-10-20
Flagship Capital Management Inc.
DECREASED
Shares8,150 from 8,620
Change-470 (-5%)
Value$374.7K (-$31.7K)
Filed 2026-10-20
Bank of New Hampshire
INCREASED
Shares5,990 from 3,075
Change+2,915 (+95%)
Value$275.4K (+$130.4K)
Filed 2026-10-06
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares5,947 from 5,947
Change0 (0%)
Value$273.4K (-$6.9K)
Filed 2026-11-02
Whitegate Investment Counselors, Inc.
INCREASED
Shares5,937 from 5,484
Change+453 (+8%)
Value$273.0K (+$14.5K)
Filed 2026-11-02
Trust Co
INCREASED
Shares5,515 from 2,151
Change+3,364 (+156%)
Value$253.6K (+$152.2K)
Filed 2026-10-09
Shulman DeMeo Asset Management LLC
NEW
Shares5,178
Change+5,178
Value$237.6K
Filed 2026-10-09
Beaumont Financial Advisors, LLC
DECREASED
Shares4,923 from 5,007
Change-84 (-2%)
Value$226.4K (-$9.7K)
Filed 2026-10-22
XML Financial, LLC
NEW
Shares4,684
Change+4,684
Value$215.4K
Filed 2026-10-29
Prospera Financial Services Inc
DECREASED
Shares4,500 from 5,370
Change-870 (-16%)
Value$208.7K (-$44.5K)
Filed 2026-11-04
Gradient Capital Advisors, LLC
UNCHANGED
Shares4,478 from 4,478
Change0 (0%)
Value$205.9K (-$5.2K)
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares3,655 from 3,655
Change0 (0%)
Value$168.1K (-$3.4K)
Filed 2026-10-29
Putney Financial Group LLC
NEW
Shares2,095
Change+2,095
Value$96.3K
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares1,801
Change+1,801
Value$82.8K
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
NEW
Shares525
Change+525
Value$24.1K
Filed 2026-11-03
Abound Wealth Management
NEW
Shares496
Change+496
Value$22.8K
Filed 2026-10-26
Brown, Lisle Ings, Inc.
NEW
Shares359
Change+359
Value$16.5K
Filed 2026-10-16
Wilkerson Advisory Group LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$9.3K (-$235)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares190
Change+190
Value$8.7K
Filed 2026-11-04
Visionary Wealth Advisors
CLOSED
Shares0 from 5,484
Change-5,484 (-100%)
Value$0 (-$258.5K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 2,939
Change-2,939 (-100%)
Value$0 (-$138.6K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-02
JPMorgan Chase & Co
N/A
Shares— from 2,659,489
Change-2,659,489 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,173,607
Change-2,173,607 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 387,797
Change-387,797 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 373,551
Change-373,551 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 372,471
Change-372,471 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 343,466
Change-343,466 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 294,935
Change-294,935 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 278,885
Change-278,885 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 256,767
Change-256,767 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 209,110
Change-209,110 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 189,754
Change-189,754 (-100%)
Value—
UBS Group AG
N/A
Shares— from 186,871
Change-186,871 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 173,527
Change-173,527 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 133,923
Change-133,923 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 133,167
Change-133,167 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 120,108
Change-120,108 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 119,228
Change-119,228 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 103,714
Change-103,714 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 102,898
Change-102,898 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 97,376
Change-97,376 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 83,297
Change-83,297 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 74,686
Change-74,686 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 71,860
Change-71,860 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 66,366
Change-66,366 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 65,624
Change-65,624 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 54,636
Change-54,636 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 39,515
Change-39,515 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 35,391
Change-35,391 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 32,962
Change-32,962 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 31,176
Change-31,176 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 29,957
Change-29,957 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,401
Change-29,401 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,258
Change-28,258 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 23,452
Change-23,452 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,266
Change-23,266 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 23,140
Change-23,140 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 21,431
Change-21,431 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 20,629
Change-20,629 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,826
Change-17,826 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,821
Change-15,821 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,159
Change-14,159 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 13,209
Change-13,209 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,362
Change-12,362 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 9,364
Change-9,364 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
&partners
N/A
Shares— from 8,236
Change-8,236 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,540
Change-7,540 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,694
Change-6,694 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,237
Change-6,237 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 701
Change-701 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 437
Change-437 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Status
Roberts Wealth Advisors, LLC
INCREASED676,668626,222+50,446+8%$29.5M$31.1M+$1.6M2026-10-14
Krilogy Financial LLC
INCREASED654,71411,227+643,487+5732%$529.3K$30.1M+$29.6M2026-10-13
HB Wealth Management, LLC
DECREASED539,157666,586-127,429-19%$31.4M$24.8M-$6.6M2026-10-23
MCF Advisors LLC
DECREASED506,075514,151-8,076-2%$24.2M$23.3M-$970.3K2026-10-28
CGN Advisors LLC
INCREASED464,945445,972+18,973+4%$21.0M$21.4M+$352.8K2026-10-21
Hennion & Walsh Asset Management, Inc.
INCREASED416,624312,314+104,310+33%$14.7M$19.2M+$4.4M2026-10-13
5th Street Advisors, LLC
INCREASED407,958396,649+11,309+3%$18.7M$18.8M+$57.9K2026-11-04
Roof Eidam Maycock Peralta, LLC
DECREASED345,932347,102-1,1700%$16.4M$15.9M-$458.2K2026-10-15
SkyOak Wealth, LLC
DECREASED310,025313,090-3,065-1%$14.8M$14.3M-$505.7K2026-10-28
Apella Capital, LLC
DECREASED284,305414,958-130,653-31%$19.5M$13.1M-$6.4M2026-10-08
Waterway Wealth Management, LLC
NEW272,951—+272,951——$12.6M—2026-10-28
Thrivent Financial for Lutherans
NEW260,208—+260,208——$12.0M—2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED181,299145,674+35,625+24%$6.8M$8.3M+$1.5M2026-10-13
Commonwealth Equity Services, LLC
INCREASED153,104127,950+25,154+20%$6.0M$7.0M+$1.0M2026-11-02
Perigon Wealth Management, LLC
INCREASED148,792138,292+10,500+8%$6.5M$6.8M+$321.7K2026-10-22
Boyce & Associates Wealth Consulting, Inc.
INCREASED148,475122,458+26,017+21%$5.8M$6.8M+$1.1M2026-10-14
Noesis Capital Mangement Corp
INCREASED113,396102,715+10,681+10%$4.8M$5.2M+$371.4K2026-10-26
Milestone Investment Advisors LLC
INCREASED100,65992,768+7,891+9%$4.4M$4.6M+$254.8K2026-11-05
WBH Advisory Inc
NEW89,370—+89,370——$4.1M—2026-11-05
21 West Wealth Management LLC
INCREASED82,86676,794+6,072+8%$3.6M$3.8M+$189.7K2026-10-13
Promethium Advisors,llc
INCREASED62,53057,265+5,265+9%$2.7M$2.9M+$175.4K2026-10-19
Curry Webb Wealth Management LLC
UNCHANGED59,32059,32000%$2.8M$2.8M$02026-10-22
Heritage Wealth Management, Inc.
DECREASED51,13752,686-1,549-3%$2.5M$2.4M-$132.6K2026-10-28
Clear Creek Financial Management, LLC
DECREASED50,08250,862-780-2%$2.4M$2.3M-$95.1K2026-10-28
Farther Finance Advisors, LLC
INCREASED45,99640,549+5,447+13%$1.9M$2.1M+$203.2K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED45,07424,749+20,325+82%$1.2M$2.1K-$1.2M2026-11-02
Diversified Portfolios, Inc.
INCREASED38,72631,248+7,478+24%$1.5M$1.8M+$307.4K2026-11-04
LexAurum Advisors, LLC
DECREASED37,61237,824-212-1%$1.8M$1.7M-$53.8K2026-10-19
Fagan Associates, Inc.
DECREASED36,20038,750-2,550-7%$1.8M$1.7M-$162.4K2026-10-13
Lodestar Private Asset Management LLC
INCREASED34,23322,362+11,871+53%$1.1M$1.6M+$519.8K2026-10-26
Blueprint Financial Advisors LLC
DECREASED31,03531,817-782-2%$1.5M$1.4M-$73.0K2026-10-28
Blueprint Investment Partners LLC
DECREASED31,03531,817-782-2%$1.5M$1.4M-$73.0K2026-10-28
Mccarter Private Wealth Services LLC
INCREASED30,55328,695+1,858+6%$1.4M$1.4M+$52.0K2026-10-22
D.A. Davidson & Co.
DECREASED29,23230,015-783-3%$1.4M$1.3M-$71.0K2026-10-28
Beam Wealth Advisors, Inc.
DECREASED25,45227,027-1,575-6%$1.3M$1.2M-$103.9K2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED24,33121,399+2,932+14%$1.0M$1.1M+$109.9K2026-10-08
Clear Point Advisors Inc.
DECREASED23,75537,040-13,285-36%$1.7M$1.1M-$654.0K2026-10-30
USAdvisors Wealth Management, LLC
DECREASED22,59122,674-830%$1.1M$1.0K-$1.1M2026-10-21
CRA Financial Services, LLC
UNCHANGED17,63117,63100%$831.2K$810.7K-$20.5K2026-10-16
Tempus Wealth Planning, LLC
INCREASED16,57813,202+3,376+26%$622.4K$762.3K+$139.8K2026-10-14
Interchange Capital Partners, LLC
DECREASED16,02616,091-650%$758.6K$736.9K-$21.7K2026-10-28
Kestra Advisory Services, LLC
INCREASED15,03713,755+1,282+9%$648.5K$691.4K+$43.0K2026-11-02
MidAtlantic Capital Management, Inc.
DECREASED14,36714,657-290-2%$691.0K$660.6K-$30.4K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED14,2975,953+8,344+140%$280.7K$657.4K+$376.7K2026-10-16
Lodestone Wealth Management LLC
INCREASED14,13513,977+158+1%$658.9K$649.9K-$9.0K2026-10-14
Peck Wealth Management, LLC
DECREASED13,33616,362-3,026-18%$771.4K$613.2K-$158.2K2026-10-29
Bluedoor Private Wealth, LLC
INCREASED11,1648,360+2,804+34%$394.1K$513.3K+$119.2K2026-11-05
Professional Financial Advisors, LLC
INCREASED10,79610,694+102+1%$504.2K$496.4K-$7.8K2026-10-13
Oppenheimer & Co Inc
UNCHANGED10,00010,00000%$471.5K$459.8K-$11.7K2026-10-26
Invenio Wealth Partners LLC
UNCHANGED9,9789,97800%$470.4K$458.8K-$11.6K2026-10-20
Flagship Capital Management Inc.
DECREASED8,1508,620-470-5%$406.4K$374.7K-$31.7K2026-10-20
Bank of New Hampshire
INCREASED5,9903,075+2,915+95%$145.0K$275.4K+$130.4K2026-10-06
Wealth Dimensions Group, Ltd.
UNCHANGED5,9475,94700%$280.4K$273.4K-$6.9K2026-11-02
Whitegate Investment Counselors, Inc.
INCREASED5,9375,484+453+8%$258.5K$273.0K+$14.5K2026-11-02
Trust Co
INCREASED5,5152,151+3,364+156%$101.4K$253.6K+$152.2K2026-10-09
Shulman DeMeo Asset Management LLC
NEW5,178—+5,178——$237.6K—2026-10-09
Beaumont Financial Advisors, LLC
DECREASED4,9235,007-84-2%$236.1K$226.4K-$9.7K2026-10-22
XML Financial, LLC
NEW4,684—+4,684——$215.4K—2026-10-29
Prospera Financial Services Inc
DECREASED4,5005,370-870-16%$253.2K$208.7K-$44.5K2026-11-04
Gradient Capital Advisors, LLC
UNCHANGED4,4784,47800%$211.1K$205.9K-$5.2K2026-10-21
Salomon & Ludwin, LLC
UNCHANGED3,6553,65500%$171.5K$168.1K-$3.4K2026-10-29
Putney Financial Group LLC
NEW2,095—+2,095——$96.3K—2026-10-30
Clayton Financial Group LLC
NEW1,801—+1,801——$82.8K—2026-10-13
Ashton Thomas Private Wealth, LLC
NEW525—+525——$24.1K—2026-11-03
Abound Wealth Management
NEW496—+496——$22.8K—2026-10-26
Brown, Lisle Ings, Inc.
NEW359—+359——$16.5K—2026-10-16
Wilkerson Advisory Group LLC
UNCHANGED20220200%$9.5K$9.3K-$2352026-10-20
Nova Financial LLC
NEW190—+190——$8.7K—2026-11-04
Visionary Wealth Advisors
CLOSED05,484-5,484-100%$258.5K$0-$258.5K2026-11-04
Cedar Mountain Advisors, LLC
CLOSED02,939-2,939-100%$138.6K$0-$138.6K2026-10-15
International Assets Investment Management, LLC
CLOSED084-84-100%$4.0K$0-$4.0K2026-11-02
JPMorgan Chase & Co
N/A—2,659,489-2,659,489-100%$125.5M———
EP Wealth Advisors, LLC
N/A—2,173,607-2,173,607-100%$102.5M———
Bridgewealth Advisory Group, LLC
N/A—387,797-387,797-100%$18.3M———
HighTower Advisors, LLC
N/A—373,551-373,551-100%$17.6M———
TD Capital Management LLC
N/A—372,471-372,471-100%$17.6M———
Integrated Wealth Concepts LLC
N/A—343,466-343,466-100%$16.2M———
Summit Financial, LLC
N/A—294,935-294,935-100%$13.9M———
Raymond James Financial Inc
N/A—278,885-278,885-100%$13.1M———
Focus Partners Wealth
N/A—256,767-256,767-100%$12.1M———
Global Retirement Partners, LLC
N/A—209,110-209,110-100%$9.9M———
Main Street Financial Solutions, LLC
N/A—189,754-189,754-100%$8.9M———
UBS Group AG
N/A—186,871-186,871-100%$8.8M———
Osaic Holdings, Inc.
N/A—173,527-173,527-100%$8.2M———
Waverly Advisors, LLC
N/A—133,923-133,923-100%$6.3M———
MAI Capital Management
N/A—133,167-133,167-100%$6.3M———
Jones Financial Companies Lllp
N/A—120,108-120,108-100%$5.7M———
Legacy Edge Advisors, LLC
N/A—119,228-119,228-100%$5.6M———
New Insight Wealth Advisors
N/A—103,714-103,714-100%$4.9M———
Cary Street Partners Financial LLC
N/A—102,898-102,898-100%$4.9M———
LPL Financial LLC
N/A—97,376-97,376-100%$4.6M———
Bellevue Asset Management, LLC
N/A—83,297-83,297-100%$3.9M———
Captrust Financial Advisors
N/A—74,686-74,686-100%$3.5M———
Harbour Investment Management LLC
N/A—71,860-71,860-100%$3.4M———
Wealthspire Advisors, LLC
N/A—66,366-66,366-100%$3.1M———
Stifel Financial Corp
N/A—65,624-65,624-100%$3.1M———
Tradition Wealth Management, LLC
N/A—54,636-54,636-100%$2.6M———
Ameritas Advisory Services, LLC
N/A—39,515-39,515-100%$1.9M———
Barnes Pettey Financial Advisors, LLC
N/A—35,391-35,391-100%$1.7M———
BBR Partners, LLC
N/A—32,962-32,962-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—31,176-31,176-100%$1.5M———
Sanctuary Advisors, LLC
N/A—29,957-29,957-100%$1.4M———
Cetera Investment Advisers
N/A—29,401-29,401-100%$1.4M———
MML Investors Services, LLC
N/A—28,258-28,258-100%$1.3M———
Southeast Asset Advisors, LLC
N/A—23,452-23,452-100%$1.1M———
Susquehanna International Group, LLP
N/A—23,266-23,266-100%$1.1M———
Legacy Wealth Managment, LLC
N/A—23,140-23,140-100%$1.1M———
Capstone Wealth Management, Inc.
N/A—21,431-21,431-100%$1.0M———
Natixis Advisors, LLC
N/A—20,629-20,629-100%$972.0K———
Envestnet Asset Management Inc
N/A—17,826-17,826-100%$840.4K———
Northwestern Mutual Wealth Management Co
N/A—15,821-15,821-100%$745.9K———
GeoWealth Management, LLC
N/A—14,159-14,159-100%$667.5K———
Merit Financial Group, LLC
N/A—13,209-13,209-100%$622.7K———
Citadel Advisors LLC
N/A—12,362-12,362-100%$582.8K———
Vawter Financial, Ltd.
N/A—9,364-9,364-100%$441.5K———
Magnolia Capital Advisors LLC
N/A—8,990-8,990-100%$423.9K———
Bcgm Wealth Management, LLC
N/A—8,748-8,748-100%$412.4K———
&partners
N/A—8,236-8,236-100%$388.3K———
Summit Wealth Partners, LLC
N/A—7,540-7,540-100%$355.5K———
PNC Financial Services Group, Inc.
N/A—6,694-6,694-100%$315.6K———
Benjamin Edwards Inc
N/A—6,237-6,237-100%$294.0K———
Mosaic Financial Group, LLC
N/A—5,313-5,313-100%$250.0K———
Barnes Wealth Management Group, Inc
N/A—4,626-4,626-100%$218.1K———
Mercer Global Advisors Inc
N/A—4,465-4,465-100%$210.5K———
IMA Advisory Services, Inc.
N/A—4,290-4,290-100%$202.2K———
Geneos Wealth Management Inc.
N/A—3,400-3,400-100%$160.3K———
Morgan Stanley
N/A—2,901-2,901-100%$136.8K———
HFM Investment Advisors, LLC
N/A—2,381-2,381-100%$112.3K———
Wells Fargo & Company
N/A—2,270-2,270-100%$107.0K———
IFG Advisory, LLC
N/A—2,130-2,130-100%$100.4K———
Royal Bank of Canada
N/A—1,250-1,250-100%$59.0K———
Colonial Trust Advisors
N/A—701-701-100%$33.0K———
Ameriflex Group, Inc.
N/A—437-437-100%$20.6K———
NewEdge Advisors, LLC
N/A—215-215-100%$10.1K———
Showing 134 of 134 institutions