JPM Diversified RT Small Cap (JPSE)

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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Hartford Financial Management Inc.

INCREASED

Shares324,968 from 322,294

Change+2,674 (+1%)

Value$18.3M (-$1.1M)

Filed 2026-10-21

Aprio Wealth Management, LLC

DECREASED

Shares249,437 from 257,360

Change-7,923 (-3%)

Value$14.0M (-$1.4M)

Filed 2026-10-28

Goldstein Advisors, LLC

DECREASED

Shares230,303 from 230,728

Change-425 (0%)

Value$13.0M (-$911.1K)

Filed 2026-10-15

Truist Financial Corp

INCREASED

Shares197,344 from 182,399

Change+14,945 (+8%)

Value$11.1M (+$140.4K)

Filed 2026-10-30

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares193,222 from 189,522

Change+3,700 (+2%)

Value$10.9M (-$520.3K)

Filed 2026-10-29

Sprinkle Financial Consultants LLC

INCREASED

Shares188,526 from 179,745

Change+8,781 (+5%)

Value$10.6M (-$196.7K)

Filed 2026-10-09

Financial Solutions Advisory Group, Inc.

INCREASED

Shares149,455 from 145,788

Change+3,667 (+3%)

Value$8.5M (-$218.3K)

Filed 2026-10-28

Ipsen Advisor Group LLC

DECREASED

Shares112,506 from 116,107

Change-3,601 (-3%)

Value$6.3M (-$649.3K)

Filed 2026-10-29

Davenport & Co LLC

DECREASED

Shares93,298 from 94,588

Change-1,290 (-1%)

Value$5.3M (-$436.3K)

Filed 2026-10-14

Capital Advisors Wealth Management, LLC

INCREASED

Shares92,167 from 91,151

Change+1,016 (+1%)

Value$5.2M (-$293.2K)

Filed 2026-10-09

First Pacific Financial

DECREASED

Shares70,146 from 70,723

Change-577 (-1%)

Value$4.0M (-$304.5K)

Filed 2026-10-14

Family Capital Management, Inc.

INCREASED

Shares65,363 from 65,362

Change+1 (0%)

Value$3.7M (-$251.3K)

Filed 2026-11-03

Quantum Financial Partners LLC

DECREASED

Shares55,946 from 56,119

Change-173 (0%)

Value$3.2M (-$225.5K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares43,646 from 43,455

Change+191 (+0%)

Value$2.5M (-$156.3K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares38,841 from 42,802

Change-3,961 (-9%)

Value$2.2K (-$2.6M)

Filed 2026-11-02

LexAurum Advisors, LLC

DECREASED

Shares35,105 from 35,118

Change-13 (0%)

Value$2.0M (-$135.8K)

Filed 2026-10-19

J.W. Cole Advisors, Inc.

INCREASED

Shares34,445 from 31,825

Change+2,620 (+8%)

Value$1.9M (+$25.2K)

Filed 2026-11-05

Stonehaven Wealth & TAX Solutions, LLC

DECREASED

Shares30,882 from 41,525

Change-10,643 (-26%)

Value$1.7M (-$759.1K)

Filed 2026-10-22

Fifth Third Securities, Inc.

DECREASED

Shares29,264 from 30,136

Change-872 (-3%)

Value$1.6M (-$165.0K)

Filed 2026-10-21

Cornerstone Wealth Management, LLC

DECREASED

Shares25,784 from 25,823

Change-39 (0%)

Value$1.5M (-$101.5K)

Filed 2026-11-04

Appleton Partners Inc

DECREASED

Shares24,945 from 35,055

Change-10,110 (-29%)

Value$1.4K (-$2.1M)

Filed 2026-10-30

KWB Wealth

DECREASED

Shares18,491 from 27,808

Change-9,317 (-33%)

Value$1.0M (-$631.7K)

Filed 2026-10-16

Gallacher Capital Management LLC

DECREASED

Shares14,337 from 15,047

Change-710 (-5%)

Value$807.5K (-$97.8K)

Filed 2026-10-30

Cordgrass Capital Advisors, LLC

DECREASED

Shares12,914 from 13,478

Change-564 (-4%)

Value$727.3K (-$83.6K)

Filed 2026-10-30

Go Invest LLC

INCREASED

Shares11,922 from 10,462

Change+1,460 (+14%)

Value$671.5K (+$42.0K)

Filed 2026-10-09

Independent Financial Group, LLC

DECREASED

Shares11,197 from 13,336

Change-2,139 (-16%)

Value$630.6K (-$171.7K)

Filed 2026-10-13

Nottingham Advisors, Inc.

UNCHANGED

Shares11,034 from 11,034

Change0 (0%)

Value$624.7K (-$30.5K)

Filed 2026-10-29

Schmidt P J Investment Management Inc

DECREASED

Shares9,369 from 18,980

Change-9,611 (-51%)

Value$527.7K (-$614.3K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares9,138 from 5,318

Change+3,820 (+72%)

Value$522.4K (+$205.7K)

Filed 2026-10-13

KPP Advisory Services LLC

DECREASED

Shares8,726 from 8,926

Change-200 (-2%)

Value$491.4K (-$45.6K)

Filed 2026-10-26

Miller Global Investments, LLC

DECREASED

Shares8,279 from 8,365

Change-86 (-1%)

Value$466.3K (-$37.0K)

Filed 2026-10-02

Pinnacle Wealth Management Advisory Group, LLC

DECREASED

Shares7,910 from 7,975

Change-65 (-1%)

Value$445.5K (-$34.3K)

Filed 2026-10-23

Pinnacle Associates LTD

DECREASED

Shares7,910 from 7,975

Change-65 (-1%)

Value$445.5K (-$34.3K)

Filed 2026-10-20

Aviance Capital Partners, LLC

UNCHANGED

Shares7,113 from 7,113

Change0 (0%)

Value$400.6K (-$27.4K)

Filed 2026-10-29

Titleist Asset Management, LLC

DECREASED

Shares7,027 from 7,391

Change-364 (-5%)

Value$395.8K (-$48.9K)

Filed 2026-10-08

Kestra Private Wealth Services, LLC

INCREASED

Shares6,420 from 6,393

Change+27 (+0%)

Value$361.6K (-$23.1K)

Filed 2026-10-30

Intrua Financial, LLC

UNCHANGED

Shares5,498 from 5,498

Change0 (0%)

Value$309.6K (-$21.1K)

Filed 2026-10-28

Trademark Financial Management, LLC

INCREASED

Shares5,400 from 5,060

Change+340 (+7%)

Value$304.1K (-$307)

Filed 2026-10-23

WealthPlan Investment Management, LLC

INCREASED

Shares5,380 from 4,807

Change+573 (+12%)

Value$303.0K (+$13.8K)

Filed 2026-10-15

Redwood Financial Network Corp

DECREASED

Shares4,980 from 5,816

Change-836 (-14%)

Value$280.5K (-$69.5K)

Filed 2026-11-03

Creative Planning

DECREASED

Shares4,495 from 4,498

Change-3 (0%)

Value$253.1K (-$17.5K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares3,776 from 3,705

Change+71 (+2%)

Value$212.7K (-$10.2K)

Filed 2026-11-02

Nations Financial Group Inc,

DECREASED

Shares3,586 from 4,159

Change-573 (-14%)

Value$202.0K (-$48.3K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares2,010 from 620

Change+1,390 (+224%)

Value$113.2K (+$75.9K)

Filed 2026-10-08

Albion Financial Group

UNCHANGED

Shares1,573 from 1,573

Change0 (0%)

Value$88.6K (-$6.0K)

Filed 2026-10-21

Private Wealth Management Group, LLC

UNCHANGED

Shares1,253 from 1,253

Change0 (0%)

Value$70.6K (-$4.8K)

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares837 from 837

Change0 (0%)

Value$47.1K (-$3.2K)

Filed 2026-10-20

Lodestone Wealth Management LLC

DECREASED

Shares441 from 661

Change-220 (-33%)

Value$24.9K (-$14.9K)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares370 from 369

Change+1 (+0%)

Value$20.8K (-$1.4K)

Filed 2026-10-16

Rossby Financial, LCC

INCREASED

Shares178 from 152

Change+26 (+17%)

Value$10.0K (+$863)

Filed 2026-11-05

Bell Investment Advisors, Inc

UNCHANGED

Shares174 from 174

Change0 (0%)

Value$9.8K (-$669)

Filed 2026-10-29

Signaturefd, LLC

UNCHANGED

Shares130 from 130

Change0 (0%)

Value$7.3K (-$499)

Filed 2026-10-23

Parallel Advisors, LLC

NEW

Shares29

Change+29

Value$1.6K

Filed 2026-11-03

Creative Capital Management Investments LLC

NEW

Shares25

Change+25

Value$1.4K

Filed 2026-10-28

Creative Financial Designs Inc

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$957 (-$66)

Filed 2026-11-04

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

Daymark Wealth Partners, LLC

CLOSED

Shares0 from 3,530

Change-3,530 (-100%)

Value$0 (-$212.4K)

Filed 2026-11-04

Centerpoint Advisory Group

CLOSED

Shares0 from 3,384

Change-3,384 (-100%)

Value$0 (-$203.6K)

Filed 2026-10-23

Sagespring Wealth Partners, LLC

CLOSED

Shares0 from 3,370

Change-3,370 (-100%)

Value$0 (-$202.7K)

Filed 2026-10-22

US Bancorp \de\

CLOSED

Shares0 from 72

Change-72 (-100%)

Value$0 (-$4.3K)

Filed 2026-11-05

AdvisorNet Financial, Inc

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$3.6K)

Filed 2026-10-15

Koss-Olinger Consulting, LLC

N/A

Shares— from 1,075,753

Change-1,075,753 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 866,298

Change-866,298 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 475,290

Change-475,290 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 415,702

Change-415,702 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 309,893

Change-309,893 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 294,425

Change-294,425 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 219,139

Change-219,139 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 194,646

Change-194,646 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 177,474

Change-177,474 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 165,572

Change-165,572 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 161,891

Change-161,891 (-100%)

Value—

Keystone Financial Services, LLC

N/A

Shares— from 161,413

Change-161,413 (-100%)

Value—

Magnolia Capital Advisors LLC

N/A

Shares— from 149,258

Change-149,258 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 141,751

Change-141,751 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 92,253

Change-92,253 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 73,986

Change-73,986 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 53,531

Change-53,531 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 44,845

Change-44,845 (-100%)

Value—

Vantus Wealth LLC

N/A

Shares— from 34,408

Change-34,408 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 33,839

Change-33,839 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 23,531

Change-23,531 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 18,972

Change-18,972 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 14,285

Change-14,285 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 13,267

Change-13,267 (-100%)

Value—

McLaughlin Asset Management, Inc.

N/A

Shares— from 11,863

Change-11,863 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 11,300

Change-11,300 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 11,157

Change-11,157 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 10,634

Change-10,634 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 10,554

Change-10,554 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 10,454

Change-10,454 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 10,434

Change-10,434 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 9,681

Change-9,681 (-100%)

Value—

Compass Capital Management, Inc

N/A

Shares— from 9,225

Change-9,225 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 8,573

Change-8,573 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 8,546

Change-8,546 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 7,440

Change-7,440 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 7,359

Change-7,359 (-100%)

Value—

LWM Advisory Services, LLC

N/A

Shares— from 7,091

Change-7,091 (-100%)

Value—

Interactive Financial Advisors, Inc.

N/A

Shares— from 6,056

Change-6,056 (-100%)

Value—

Stephens Inc

N/A

Shares— from 5,654

Change-5,654 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 5,263

Change-5,263 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,452

Change-4,452 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,383

Change-4,383 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,432

Change-3,432 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 3,048

Change-3,048 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,120

Change-2,120 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 1,272

Change-1,272 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 1,170

Change-1,170 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 795

Change-795 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 407

Change-407 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 352

Change-352 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 155

Change-155 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 110

Change-110 (-100%)

Value—

UBS Group AG

N/A

Shares— from 8

Change-8 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 7

Change-7 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Hartford Financial Management Inc.	INCREASED	324,968	322,294	+2,674	+1%	$19.4M	$18.3M	-$1.1M	2026-10-21
Aprio Wealth Management, LLC	DECREASED	249,437	257,360	-7,923	-3%	$15.5M	$14.0M	-$1.4M	2026-10-28
Goldstein Advisors, LLC	DECREASED	230,303	230,728	-425	0%	$13.9M	$13.0M	-$911.1K	2026-10-15
Truist Financial Corp	INCREASED	197,344	182,399	+14,945	+8%	$11.0M	$11.1M	+$140.4K	2026-10-30
Gerber Kawasaki Wealth & Investment Management	INCREASED	193,222	189,522	+3,700	+2%	$11.4M	$10.9M	-$520.3K	2026-10-29
Sprinkle Financial Consultants LLC	INCREASED	188,526	179,745	+8,781	+5%	$10.8M	$10.6M	-$196.7K	2026-10-09
Financial Solutions Advisory Group, Inc.	INCREASED	149,455	145,788	+3,667	+3%	$8.7M	$8.5M	-$218.3K	2026-10-28
Ipsen Advisor Group LLC	DECREASED	112,506	116,107	-3,601	-3%	$7.0M	$6.3M	-$649.3K	2026-10-29
Davenport & Co LLC	DECREASED	93,298	94,588	-1,290	-1%	$5.7M	$5.3M	-$436.3K	2026-10-14
Capital Advisors Wealth Management, LLC	INCREASED	92,167	91,151	+1,016	+1%	$5.5M	$5.2M	-$293.2K	2026-10-09
First Pacific Financial	DECREASED	70,146	70,723	-577	-1%	$4.3M	$4.0M	-$304.5K	2026-10-14
Family Capital Management, Inc.	INCREASED	65,363	65,362	+1	0%	$3.9M	$3.7M	-$251.3K	2026-11-03
Quantum Financial Partners LLC	DECREASED	55,946	56,119	-173	0%	$3.4M	$3.2M	-$225.5K	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	43,646	43,455	+191	+0%	$2.6M	$2.5M	-$156.3K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	38,841	42,802	-3,961	-9%	$2.6M	$2.2K	-$2.6M	2026-11-02
LexAurum Advisors, LLC	DECREASED	35,105	35,118	-13	0%	$2.1M	$2.0M	-$135.8K	2026-10-19
J.W. Cole Advisors, Inc.	INCREASED	34,445	31,825	+2,620	+8%	$1.9M	$1.9M	+$25.2K	2026-11-05
Stonehaven Wealth & TAX Solutions, LLC	DECREASED	30,882	41,525	-10,643	-26%	$2.5M	$1.7M	-$759.1K	2026-10-22
Fifth Third Securities, Inc.	DECREASED	29,264	30,136	-872	-3%	$1.8M	$1.6M	-$165.0K	2026-10-21
Cornerstone Wealth Management, LLC	DECREASED	25,784	25,823	-39	0%	$1.6M	$1.5M	-$101.5K	2026-11-04
Appleton Partners Inc	DECREASED	24,945	35,055	-10,110	-29%	$2.1M	$1.4K	-$2.1M	2026-10-30
KWB Wealth	DECREASED	18,491	27,808	-9,317	-33%	$1.7M	$1.0M	-$631.7K	2026-10-16
Gallacher Capital Management LLC	DECREASED	14,337	15,047	-710	-5%	$905.3K	$807.5K	-$97.8K	2026-10-30
Cordgrass Capital Advisors, LLC	DECREASED	12,914	13,478	-564	-4%	$810.9K	$727.3K	-$83.6K	2026-10-30
Go Invest LLC	INCREASED	11,922	10,462	+1,460	+14%	$629.4K	$671.5K	+$42.0K	2026-10-09
Independent Financial Group, LLC	DECREASED	11,197	13,336	-2,139	-16%	$802.4K	$630.6K	-$171.7K	2026-10-13
Nottingham Advisors, Inc.	UNCHANGED	11,034	11,034	0	0%	$655.2K	$624.7K	-$30.5K	2026-10-29
Schmidt P J Investment Management Inc	DECREASED	9,369	18,980	-9,611	-51%	$1.1M	$527.7K	-$614.3K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	9,138	5,318	+3,820	+72%	$316.7K	$522.4K	+$205.7K	2026-10-13
KPP Advisory Services LLC	DECREASED	8,726	8,926	-200	-2%	$537.0K	$491.4K	-$45.6K	2026-10-26
Miller Global Investments, LLC	DECREASED	8,279	8,365	-86	-1%	$503.3K	$466.3K	-$37.0K	2026-10-02
Pinnacle Wealth Management Advisory Group, LLC	DECREASED	7,910	7,975	-65	-1%	$479.8K	$445.5K	-$34.3K	2026-10-23
Pinnacle Associates LTD	DECREASED	7,910	7,975	-65	-1%	$479.8K	$445.5K	-$34.3K	2026-10-20
Aviance Capital Partners, LLC	UNCHANGED	7,113	7,113	0	0%	$428.0K	$400.6K	-$27.4K	2026-10-29
Titleist Asset Management, LLC	DECREASED	7,027	7,391	-364	-5%	$444.7K	$395.8K	-$48.9K	2026-10-08
Kestra Private Wealth Services, LLC	INCREASED	6,420	6,393	+27	+0%	$384.7K	$361.6K	-$23.1K	2026-10-30
Intrua Financial, LLC	UNCHANGED	5,498	5,498	0	0%	$330.8K	$309.6K	-$21.1K	2026-10-28
Trademark Financial Management, LLC	INCREASED	5,400	5,060	+340	+7%	$304.4K	$304.1K	-$307	2026-10-23
WealthPlan Investment Management, LLC	INCREASED	5,380	4,807	+573	+12%	$289.2K	$303.0K	+$13.8K	2026-10-15
Redwood Financial Network Corp	DECREASED	4,980	5,816	-836	-14%	$349.9K	$280.5K	-$69.5K	2026-11-03
Creative Planning	DECREASED	4,495	4,498	-3	0%	$270.6K	$253.1K	-$17.5K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	3,776	3,705	+71	+2%	$222.9K	$212.7K	-$10.2K	2026-11-02
Nations Financial Group Inc,	DECREASED	3,586	4,159	-573	-14%	$250.3K	$202.0K	-$48.3K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	2,010	620	+1,390	+224%	$37.3K	$113.2K	+$75.9K	2026-10-08
Albion Financial Group	UNCHANGED	1,573	1,573	0	0%	$94.6K	$88.6K	-$6.0K	2026-10-21
Private Wealth Management Group, LLC	UNCHANGED	1,253	1,253	0	0%	$75.4K	$70.6K	-$4.8K	2026-10-19
Private Trust Co NA	UNCHANGED	837	837	0	0%	$50.4K	$47.1K	-$3.2K	2026-10-20
Lodestone Wealth Management LLC	DECREASED	441	661	-220	-33%	$39.8K	$24.9K	-$14.9K	2026-10-14
IFP Advisors, Inc	INCREASED	370	369	+1	+0%	$22.2K	$20.8K	-$1.4K	2026-10-16
Rossby Financial, LCC	INCREASED	178	152	+26	+17%	$9.1K	$10.0K	+$863	2026-11-05
Bell Investment Advisors, Inc	UNCHANGED	174	174	0	0%	$10.5K	$9.8K	-$669	2026-10-29
Signaturefd, LLC	UNCHANGED	130	130	0	0%	$7.8K	$7.3K	-$499	2026-10-23
Parallel Advisors, LLC	NEW	29	—	+29	—	—	$1.6K	—	2026-11-03
Creative Capital Management Investments LLC	NEW	25	—	+25	—	—	$1.4K	—	2026-10-28
Creative Financial Designs Inc	UNCHANGED	17	17	0	0%	$1.0K	$957	-$66	2026-11-04
Hazlett, Burt & Watson, Inc.	UNCHANGED	11	11	0	0%	$1	$1	$0	2026-11-04
Daymark Wealth Partners, LLC	CLOSED	0	3,530	-3,530	-100%	$212.4K	$0	-$212.4K	2026-11-04
Centerpoint Advisory Group	CLOSED	0	3,384	-3,384	-100%	$203.6K	$0	-$203.6K	2026-10-23
Sagespring Wealth Partners, LLC	CLOSED	0	3,370	-3,370	-100%	$202.7K	$0	-$202.7K	2026-10-22
US Bancorp \de\	CLOSED	0	72	-72	-100%	$4.3K	$0	-$4.3K	2026-11-05
AdvisorNet Financial, Inc	CLOSED	0	60	-60	-100%	$3.6K	$0	-$3.6K	2026-10-15
Koss-Olinger Consulting, LLC	N/A	—	1,075,753	-1,075,753	-100%	$64.7M	—	—	—
LPL Financial LLC	N/A	—	866,298	-866,298	-100%	$52.1M	—	—	—
Raymond James Financial Inc	N/A	—	475,290	-475,290	-100%	$28.6M	—	—	—
Bank of America Corp	N/A	—	415,702	-415,702	-100%	$25.0M	—	—	—
Morgan Stanley	N/A	—	309,893	-309,893	-100%	$18.6M	—	—	—
Royal Bank of Canada	N/A	—	294,425	-294,425	-100%	$17.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	219,139	-219,139	-100%	$13.2M	—	—	—
JPMorgan Chase & Co	N/A	—	194,646	-194,646	-100%	$11.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	177,474	-177,474	-100%	$10.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	165,572	-165,572	-100%	$10.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	161,891	-161,891	-100%	$9.7M	—	—	—
Keystone Financial Services, LLC	N/A	—	161,413	-161,413	-100%	$9.7M	—	—	—
Magnolia Capital Advisors LLC	N/A	—	149,258	-149,258	-100%	$9.0M	—	—	—
Tocqueville Asset Management L.P.	N/A	—	141,751	-141,751	-100%	$8.5M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	92,253	-92,253	-100%	$5.6M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	73,986	-73,986	-100%	$4.5M	—	—	—
Cetera Investment Advisers	N/A	—	53,531	-53,531	-100%	$3.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	44,845	-44,845	-100%	$2.7M	—	—	—
Vantus Wealth LLC	N/A	—	34,408	-34,408	-100%	$2.1M	—	—	—
Advyzon Investment Management, LLC	N/A	—	33,839	-33,839	-100%	$2.0M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	23,531	-23,531	-100%	$1.4M	—	—	—
GTS Securities LLC	N/A	—	18,972	-18,972	-100%	$1.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	14,285	-14,285	-100%	$859.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	13,267	-13,267	-100%	$798.5K	—	—	—
McLaughlin Asset Management, Inc.	N/A	—	11,863	-11,863	-100%	$713.7K	—	—	—
Two Sigma Investments, LP	N/A	—	11,300	-11,300	-100%	$679.9K	—	—	—
MML Investors Services, LLC	N/A	—	11,157	-11,157	-100%	$671.2K	—	—	—
Modern Wealth Management, LLC	N/A	—	10,634	-10,634	-100%	$639.8K	—	—	—
Western Wealth Management, LLC	N/A	—	10,554	-10,554	-100%	$635.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	10,454	-10,454	-100%	$629.0K	—	—	—
Private Advisor Group, LLC	N/A	—	10,434	-10,434	-100%	$627.8K	—	—	—
Money Concepts Capital Corp	N/A	—	9,681	-9,681	-100%	$582.5K	—	—	—
Compass Capital Management, Inc	N/A	—	9,225	-9,225	-100%	$555.0K	—	—	—
HighTower Advisors, LLC	N/A	—	8,573	-8,573	-100%	$515.8K	—	—	—
Stifel Financial Corp	N/A	—	8,546	-8,546	-100%	$514.2K	—	—	—
Focus Partners Wealth	N/A	—	7,440	-7,440	-100%	$447.6K	—	—	—
Summit Financial, LLC	N/A	—	7,359	-7,359	-100%	$442.8K	—	—	—
LWM Advisory Services, LLC	N/A	—	7,091	-7,091	-100%	$426.7K	—	—	—
Interactive Financial Advisors, Inc.	N/A	—	6,056	-6,056	-100%	$361.8K	—	—	—
Stephens Inc	N/A	—	5,654	-5,654	-100%	$340.2K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	5,263	-5,263	-100%	$316.0K	—	—	—
Harbour Investments, Inc.	N/A	—	4,452	-4,452	-100%	$267.9K	—	—	—
Ameriprise Financial Inc	N/A	—	4,383	-4,383	-100%	$263.7K	—	—	—
Citadel Advisors LLC	N/A	—	3,432	-3,432	-100%	$206.5K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	3,048	-3,048	-100%	$149.2K	—	—	—
FMR LLC	N/A	—	2,120	-2,120	-100%	$127.6K	—	—	—
Founders Financial Alliance, LLC	N/A	—	1,600	-1,600	-100%	$96.3K	—	—	—
Horizon Investments, LLC	N/A	—	1,272	-1,272	-100%	$76.5K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	1,170	-1,170	-100%	$70.4K	—	—	—
AE Wealth Management LLC	N/A	—	795	-795	-100%	$47.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	407	-407	-100%	$24.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	352	-352	-100%	$21.2K	—	—	—
Russell Investments Group, Ltd.	N/A	—	155	-155	-100%	$9.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	110	-110	-100%	$6.6K	—	—	—
UBS Group AG	N/A	—	8	-8	-100%	$481	—	—	—
Wells Fargo & Company	N/A	—	7	-7	-100%	$446	—	—	—
Hantz Financial Services, Inc.	N/A	—	3	-3	-100%	$0	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1	-1	-100%	$60	—	—	—

Showing 119 of 119 institutions