Janus Small Mid Cap GR ALP (JSMD)

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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Southern Financial Group, LLC

INCREASED

Shares458,442 from 439,966

Change+18,476 (+4%)

Value$40.9M (-$3.6M)

Filed 2026-10-30

Leelyn Smith, LLC

INCREASED

Shares377,403 from 370,965

Change+6,438 (+2%)

Value$33.7M (-$3.9M)

Filed 2026-11-03

Rise Advisors, LLC

INCREASED

Shares264,671 from 257,207

Change+7,464 (+3%)

Value$23.6M (-$2.4M)

Filed 2026-10-16

Resonant Capital Advisors, LLC

INCREASED

Shares256,732 from 256,416

Change+316 (+0%)

Value$22.9M (-$3.0M)

Filed 2026-10-15

Thrivent Financial for Lutherans

INCREASED

Shares220,343 from 214,062

Change+6,281 (+3%)

Value$19.7M (-$2.0M)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares128,215 from 130,650

Change-2,435 (-2%)

Value$11.4K (-$13.2M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares72,449 from 138,326

Change-65,877 (-48%)

Value$6.5M (-$7.5M)

Filed 2026-11-02

Three Magnolias Financial Advisors, LLC

INCREASED

Shares66,013 from 65,881

Change+132 (+0%)

Value$5.9M (-$774.9K)

Filed 2026-10-14

Worth Financial Advisory Group, LLC

INCREASED

Shares63,627 from 60,332

Change+3,295 (+5%)

Value$5.7M (-$426.2K)

Filed 2026-10-19

Truist Financial Corp

INCREASED

Shares62,201 from 59,807

Change+2,394 (+4%)

Value$5.6M (-$500.4K)

Filed 2026-10-30

Mcdonald Partners LLC

INCREASED

Shares55,553 from 47,967

Change+7,586 (+16%)

Value$5.0M (+$104.7K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

INCREASED

Shares51,647 from 15,058

Change+36,589 (+243%)

Value$4.6M (+$3.1M)

Filed 2026-11-06

Oppenheimer & Co Inc

INCREASED

Shares51,078 from 45,265

Change+5,813 (+13%)

Value$4.6M (-$21.4K)

Filed 2026-10-26

Breakwater Capital Group

INCREASED

Shares34,842 from 33,997

Change+845 (+2%)

Value$3.1M (-$330.5K)

Filed 2026-10-09

Kestra Advisory Services, LLC

INCREASED

Shares34,072 from 24,664

Change+9,408 (+38%)

Value$3.0M (+$547.2K)

Filed 2026-11-02

Visionary Wealth Advisors

INCREASED

Shares32,616 from 31,829

Change+787 (+2%)

Value$2.9M (-$309.8K)

Filed 2026-11-04

Focused Alpha, LLC

INCREASED

Shares26,833 from 9,879

Change+16,954 (+172%)

Value$2.4M (+$1.4M)

Filed 2026-10-20

Unique Wealth, LLC

INCREASED

Shares24,440 from 20,953

Change+3,487 (+17%)

Value$2.2M (+$61.2K)

Filed 2026-10-16

Pension & Wealth Management Advisors, Inc.

INCREASED

Shares23,265 from 22,689

Change+576 (+3%)

Value$2.1M (-$219.5K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares20,494 from 16,669

Change+3,825 (+23%)

Value$1.9M (+$227.5K)

Filed 2026-10-13

Stonebridge Wealth Management, LLC

INCREASED

Shares17,095 from 15,109

Change+1,986 (+13%)

Value$1.5M (-$3.1K)

Filed 2026-10-09

Blue Jean Financial LLC

DECREASED

Shares16,642 from 17,335

Change-693 (-4%)

Value$1.5M (-$268.9K)

Filed 2026-10-20

Concurrent Investment Advisors, LLC

INCREASED

Shares15,857 from 4,902

Change+10,955 (+223%)

Value$1.4M (+$919.7K)

Filed 2026-10-16

IFP Advisors, Inc

INCREASED

Shares15,197 from 14,303

Change+894 (+6%)

Value$1.4M (-$91.0K)

Filed 2026-10-16

MGO One Seven LLC

INCREASED

Shares15,155 from 13,699

Change+1,456 (+11%)

Value$1.4M (-$33.5K)

Filed 2026-10-28

Ashton Thomas Private Wealth, LLC

INCREASED

Shares13,546 from 13,184

Change+362 (+3%)

Value$1.2M (-$125.1K)

Filed 2026-11-03

Burke & Herbert Bank & Trust Co

INCREASED

Shares13,008 from 10,543

Change+2,465 (+23%)

Value$1.2M (+$94.2K)

Filed 2026-11-02

PFG Advisors

DECREASED

Shares12,946 from 15,317

Change-2,371 (-15%)

Value$1.2M (-$394.7K)

Filed 2026-10-16

Kestra Private Wealth Services, LLC

DECREASED

Shares11,875 from 12,064

Change-189 (-2%)

Value$1.1M (-$160.8K)

Filed 2026-10-30

Park Avenue Securities LLC

DECREASED

Shares11,538 from 11,705

Change-167 (-1%)

Value$1.0K (-$1.2M)

Filed 2026-10-26

Central Trust Co

DECREASED

Shares11,055 from 11,477

Change-422 (-4%)

Value$987.2K (-$174.7K)

Filed 2026-11-05

Cyndeo Wealth Partners, LLC

INCREASED

Shares9,198 from 7,307

Change+1,891 (+26%)

Value$821.4K (+$81.6K)

Filed 2026-10-16

Horizon Advisory Services, Inc.

INCREASED

Shares8,602 from 8,098

Change+504 (+6%)

Value$768.2K (-$51.6K)

Filed 2026-10-29

Allegheny Financial Group

INCREASED

Shares7,977 from 6,825

Change+1,152 (+17%)

Value$712.4K (+$21.4K)

Filed 2026-11-05

Investors Research Corp

DECREASED

Shares6,856 from 7,827

Change-971 (-12%)

Value$612.2K (-$180.2K)

Filed 2026-10-07

Merit Financial Group, LLC

DECREASED

Shares6,645 from 6,668

Change-23 (0%)

Value$593.4K (-$81.7K)

Filed 2026-11-06

J.W. Cole Advisors, Inc.

INCREASED

Shares5,511 from 4,728

Change+783 (+17%)

Value$492.1K (+$13.4K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares4,707 from 8,714

Change-4,007 (-46%)

Value$420.3K (-$461.9K)

Filed 2026-11-05

Main Line Retirement Advisors, LLC

INCREASED

Shares3,542 from 3,539

Change+3 (+0%)

Value$316.3K (-$42.0K)

Filed 2026-10-14

Cornerstone Wealth Management, LLC

INCREASED

Shares2,967 from 2,634

Change+333 (+13%)

Value$265.0K (-$1.7K)

Filed 2026-11-04

Stronghold Wealth Management L.L.C.

NEW

Shares2,898

Change+2,898

Value$258.8K

Filed 2026-10-16

Highline Wealth Partners LLC

NEW

Shares2,835

Change+2,835

Value$253.2K

Filed 2026-10-19

Titleist Asset Management, LLC

NEW

Shares2,642

Change+2,642

Value$236.0K

Filed 2026-10-08

Innova Wealth Partners

INCREASED

Shares2,480 from 2,478

Change+2 (+0%)

Value$221.4K (-$29.4K)

Filed 2026-10-21

Goelzer Investment Management, Inc.

UNCHANGED

Shares2,263 from 2,263

Change0 (0%)

Value$202.1K (-$27.0K)

Filed 2026-10-16

Flaharty Asset Management, LLC

DECREASED

Shares2,256 from 7,272

Change-5,016 (-69%)

Value$205.5K (-$509.9K)

Filed 2026-11-02

Capital Advisors, Ltd. LLC

UNCHANGED

Shares1,787 from 1,787

Change0 (0%)

Value$160 (-$21)

Filed 2026-10-27

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares1,771 from 1,771

Change0 (0%)

Value$158.1K (-$21.1K)

Filed 2026-10-23

US Bancorp \de\

UNCHANGED

Shares1,590 from 1,590

Change0 (0%)

Value$142.0K (-$19.0K)

Filed 2026-11-05

Creative Financial Designs Inc

UNCHANGED

Shares1,419 from 1,419

Change0 (0%)

Value$126.7K (-$16.9K)

Filed 2026-11-04

Private Trust Co NA

INCREASED

Shares1,109 from 297

Change+812 (+273%)

Value$99.1K (+$69.0K)

Filed 2026-10-20

Golden State Wealth Management, LLC

DECREASED

Shares1,109 from 1,839

Change-730 (-40%)

Value$99.1K (-$87.1K)

Filed 2026-11-02

Thurston, Springer, Miller, Herd & Titak, Inc.

DECREASED

Shares1,072 from 11,319

Change-10,247 (-91%)

Value$95.7K (-$1.1M)

Filed 2026-10-14

Triumph Capital Management

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$62.5K (-$8.4K)

Filed 2026-10-14

Trust Co of Vermont

UNCHANGED

Shares662 from 662

Change0 (0%)

Value$59.1K (-$7.9K)

Filed 2026-10-21

Bokf, NA

UNCHANGED

Shares535 from 535

Change0 (0%)

Value$47.8K (-$6.4K)

Filed 2026-10-27

Assetmark, Inc

INCREASED

Shares525 from 378

Change+147 (+39%)

Value$46.9K (+$8.6K)

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares416 from 439

Change-23 (-5%)

Value$37.1K (-$7.3K)

Filed 2026-10-08

Independence Bank of Kentucky

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$31.3K (-$4.2K)

Filed 2026-10-26

Trust Co of Toledo NA

UNCHANGED

Shares173 from 173

Change0 (0%)

Value$15.4K (-$2.1K)

Filed 2026-10-16

Balance Wealth Partners LLC

NEW

Shares94

Change+94

Value$8.4K

Filed 2026-10-27

Pinnacle Bancorp, Inc.

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$7.6K (-$1.0K)

Filed 2026-10-21

Jacobi Capital Management LLC

NEW

Shares50

Change+50

Value$4.5K

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$3.9K (-$308)

Filed 2026-11-04

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$3.3K (-$441)

Filed 2026-10-15

Bullock Wealth Management Group

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$2.8K (-$322)

Filed 2026-10-09

Richardson Financial Services Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$2.1K (-$288)

Filed 2026-10-30

Signature Equity Partners, LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$2.1K (-$287)

Filed 2026-10-29

D.A. Davidson & Co.

CLOSED

Shares0 from 118,322

Change-118,322 (-100%)

Value$0 (-$12.0M)

Filed 2026-10-28

Altus Wealth Group LLC

CLOSED

Shares0 from 5,884

Change-5,884 (-100%)

Value$0 (-$595.7K)

Filed 2026-10-20

Sigma Planning Corp

CLOSED

Shares0 from 4,157

Change-4,157 (-100%)

Value$0 (-$421.0K)

Filed 2026-10-23

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,250

Change-2,250 (-100%)

Value$0 (-$225.0K)

Filed 2026-11-02

Redhawk Wealth Advisors, Inc.

CLOSED

Shares0 from 1,996

Change-1,996 (-100%)

Value$0 (-$202.1K)

Filed 2026-10-14

Cornerstone Planning Group LLC

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-16

LPL Financial LLC

N/A

Shares— from 1,053,754

Change-1,053,754 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 714,191

Change-714,191 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 660,060

Change-660,060 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 538,409

Change-538,409 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 448,611

Change-448,611 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 383,975

Change-383,975 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 260,789

Change-260,789 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 225,082

Change-225,082 (-100%)

Value—

&partners

N/A

Shares— from 213,856

Change-213,856 (-100%)

Value—

Mars Jewett Financial Group, Inc.

N/A

Shares— from 197,267

Change-197,267 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 162,525

Change-162,525 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 150,818

Change-150,818 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 139,068

Change-139,068 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 106,983

Change-106,983 (-100%)

Value—

UBS Group AG

N/A

Shares— from 99,655

Change-99,655 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 98,644

Change-98,644 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 83,319

Change-83,319 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 81,210

Change-81,210 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 75,487

Change-75,487 (-100%)

Value—

Z3 Capital Partners, LLC

N/A

Shares— from 73,727

Change-73,727 (-100%)

Value—

Symphony Financial Services, Inc.

N/A

Shares— from 64,552

Change-64,552 (-100%)

Value—

Harbour Wealth Management Group, Inc.

N/A

Shares— from 51,753

Change-51,753 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 49,300

Change-49,300 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 44,937

Change-44,937 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 40,666

Change-40,666 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 31,434

Change-31,434 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 27,631

Change-27,631 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 25,726

Change-25,726 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 23,964

Change-23,964 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 23,094

Change-23,094 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 22,509

Change-22,509 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 22,193

Change-22,193 (-100%)

Value—

AssuredPartners Investment Advisors, LLC

N/A

Shares— from 22,054

Change-22,054 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 19,031

Change-19,031 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 18,745

Change-18,745 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 18,560

Change-18,560 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 18,545

Change-18,545 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 15,801

Change-15,801 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,327

Change-13,327 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 13,205

Change-13,205 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 13,072

Change-13,072 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 11,446

Change-11,446 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 9,635

Change-9,635 (-100%)

Value—

Balanced Rock Investment Advisors LLC

N/A

Shares— from 9,181

Change-9,181 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 7,784

Change-7,784 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 7,676

Change-7,676 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 7,119

Change-7,119 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 6,675

Change-6,675 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,812

Change-5,812 (-100%)

Value—

1015 Capital Partners, LLC

N/A

Shares— from 5,310

Change-5,310 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 5,296

Change-5,296 (-100%)

Value—

Fortis Capital Advisors, LLC

N/A

Shares— from 3,986

Change-3,986 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 3,986

Change-3,986 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 3,865

Change-3,865 (-100%)

Value—

Wealthspan Partners, LLC

N/A

Shares— from 3,526

Change-3,526 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 3,515

Change-3,515 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,969

Change-2,969 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 2,969

Change-2,969 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 2,919

Change-2,919 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 2,787

Change-2,787 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,730

Change-2,730 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 2,729

Change-2,729 (-100%)

Value—

Liberty Square Wealth Partners LLC

N/A

Shares— from 2,559

Change-2,559 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 2,506

Change-2,506 (-100%)

Value—

HFG Advisors, Inc.

N/A

Shares— from 2,328

Change-2,328 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 2,274

Change-2,274 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,234

Change-2,234 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,195

Change-2,195 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 2,027

Change-2,027 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,622

Change-1,622 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,306

Change-1,306 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 636

Change-636 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 550

Change-550 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 520

Change-520 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 446

Change-446 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 318

Change-318 (-100%)

Value—

Philadelphia Investment Partners, LLC

N/A

Shares— from 209

Change-209 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 167

Change-167 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 162

Change-162 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 155

Change-155 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 148

Change-148 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 95

Change-95 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 85

Change-85 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

	Status
Southern Financial Group, LLC	INCREASED	458,442	439,966	+18,476	+4%	$44.5M	$40.9M	-$3.6M	2026-10-30
Leelyn Smith, LLC	INCREASED	377,403	370,965	+6,438	+2%	$37.6M	$33.7M	-$3.9M	2026-11-03
Rise Advisors, LLC	INCREASED	264,671	257,207	+7,464	+3%	$26.0M	$23.6M	-$2.4M	2026-10-16
Resonant Capital Advisors, LLC	INCREASED	256,732	256,416	+316	+0%	$26.0M	$22.9M	-$3.0M	2026-10-15
Thrivent Financial for Lutherans	INCREASED	220,343	214,062	+6,281	+3%	$21.7M	$19.7M	-$2.0M	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	128,215	130,650	-2,435	-2%	$13.2M	$11.4K	-$13.2M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	72,449	138,326	-65,877	-48%	$14.0M	$6.5M	-$7.5M	2026-11-02
Three Magnolias Financial Advisors, LLC	INCREASED	66,013	65,881	+132	+0%	$6.7M	$5.9M	-$774.9K	2026-10-14
Worth Financial Advisory Group, LLC	INCREASED	63,627	60,332	+3,295	+5%	$6.1M	$5.7M	-$426.2K	2026-10-19
Truist Financial Corp	INCREASED	62,201	59,807	+2,394	+4%	$6.1M	$5.6M	-$500.4K	2026-10-30
Mcdonald Partners LLC	INCREASED	55,553	47,967	+7,586	+16%	$4.9M	$5.0M	+$104.7K	2026-11-03
PNC Financial Services Group, Inc.	INCREASED	51,647	15,058	+36,589	+243%	$1.5M	$4.6M	+$3.1M	2026-11-06
Oppenheimer & Co Inc	INCREASED	51,078	45,265	+5,813	+13%	$4.6M	$4.6M	-$21.4K	2026-10-26
Breakwater Capital Group	INCREASED	34,842	33,997	+845	+2%	$3.4M	$3.1M	-$330.5K	2026-10-09
Kestra Advisory Services, LLC	INCREASED	34,072	24,664	+9,408	+38%	$2.5M	$3.0M	+$547.2K	2026-11-02
Visionary Wealth Advisors	INCREASED	32,616	31,829	+787	+2%	$3.2M	$2.9M	-$309.8K	2026-11-04
Focused Alpha, LLC	INCREASED	26,833	9,879	+16,954	+172%	$1.0M	$2.4M	+$1.4M	2026-10-20
Unique Wealth, LLC	INCREASED	24,440	20,953	+3,487	+17%	$2.1M	$2.2M	+$61.2K	2026-10-16
Pension & Wealth Management Advisors, Inc.	INCREASED	23,265	22,689	+576	+3%	$2.3M	$2.1M	-$219.5K	2026-10-16
Wealth Enhancement Advisory Services, LLC	INCREASED	20,494	16,669	+3,825	+23%	$1.6M	$1.9M	+$227.5K	2026-10-13
Stonebridge Wealth Management, LLC	INCREASED	17,095	15,109	+1,986	+13%	$1.5M	$1.5M	-$3.1K	2026-10-09
Blue Jean Financial LLC	DECREASED	16,642	17,335	-693	-4%	$1.8M	$1.5M	-$268.9K	2026-10-20
Concurrent Investment Advisors, LLC	INCREASED	15,857	4,902	+10,955	+223%	$496.3K	$1.4M	+$919.7K	2026-10-16
IFP Advisors, Inc	INCREASED	15,197	14,303	+894	+6%	$1.4M	$1.4M	-$91.0K	2026-10-16
MGO One Seven LLC	INCREASED	15,155	13,699	+1,456	+11%	$1.4M	$1.4M	-$33.5K	2026-10-28
Ashton Thomas Private Wealth, LLC	INCREASED	13,546	13,184	+362	+3%	$1.3M	$1.2M	-$125.1K	2026-11-03
Burke & Herbert Bank & Trust Co	INCREASED	13,008	10,543	+2,465	+23%	$1.1M	$1.2M	+$94.2K	2026-11-02
PFG Advisors	DECREASED	12,946	15,317	-2,371	-15%	$1.6M	$1.2M	-$394.7K	2026-10-16
Kestra Private Wealth Services, LLC	DECREASED	11,875	12,064	-189	-2%	$1.2M	$1.1M	-$160.8K	2026-10-30
Park Avenue Securities LLC	DECREASED	11,538	11,705	-167	-1%	$1.2M	$1.0K	-$1.2M	2026-10-26
Central Trust Co	DECREASED	11,055	11,477	-422	-4%	$1.2M	$987.2K	-$174.7K	2026-11-05
Cyndeo Wealth Partners, LLC	INCREASED	9,198	7,307	+1,891	+26%	$739.8K	$821.4K	+$81.6K	2026-10-16
Horizon Advisory Services, Inc.	INCREASED	8,602	8,098	+504	+6%	$819.8K	$768.2K	-$51.6K	2026-10-29
Allegheny Financial Group	INCREASED	7,977	6,825	+1,152	+17%	$691.0K	$712.4K	+$21.4K	2026-11-05
Investors Research Corp	DECREASED	6,856	7,827	-971	-12%	$792.4K	$612.2K	-$180.2K	2026-10-07
Merit Financial Group, LLC	DECREASED	6,645	6,668	-23	0%	$675.0K	$593.4K	-$81.7K	2026-11-06
J.W. Cole Advisors, Inc.	INCREASED	5,511	4,728	+783	+17%	$478.7K	$492.1K	+$13.4K	2026-11-05
Fifth Third Bancorp	DECREASED	4,707	8,714	-4,007	-46%	$882.2K	$420.3K	-$461.9K	2026-11-05
Main Line Retirement Advisors, LLC	INCREASED	3,542	3,539	+3	+0%	$358.3K	$316.3K	-$42.0K	2026-10-14
Cornerstone Wealth Management, LLC	INCREASED	2,967	2,634	+333	+13%	$266.6K	$265.0K	-$1.7K	2026-11-04
Stronghold Wealth Management L.L.C.	NEW	2,898	—	+2,898	—	—	$258.8K	—	2026-10-16
Highline Wealth Partners LLC	NEW	2,835	—	+2,835	—	—	$253.2K	—	2026-10-19
Titleist Asset Management, LLC	NEW	2,642	—	+2,642	—	—	$236.0K	—	2026-10-08
Innova Wealth Partners	INCREASED	2,480	2,478	+2	+0%	$250.8K	$221.4K	-$29.4K	2026-10-21
Goelzer Investment Management, Inc.	UNCHANGED	2,263	2,263	0	0%	$229.1K	$202.1K	-$27.0K	2026-10-16
Flaharty Asset Management, LLC	DECREASED	2,256	7,272	-5,016	-69%	$715.4K	$205.5K	-$509.9K	2026-11-02
Capital Advisors, Ltd. LLC	UNCHANGED	1,787	1,787	0	0%	$181	$160	-$21	2026-10-27
Dhjj Financial Advisors, Ltd.	UNCHANGED	1,771	1,771	0	0%	$179.3K	$158.1K	-$21.1K	2026-10-23
US Bancorp \de\	UNCHANGED	1,590	1,590	0	0%	$161.0K	$142.0K	-$19.0K	2026-11-05
Creative Financial Designs Inc	UNCHANGED	1,419	1,419	0	0%	$143.6K	$126.7K	-$16.9K	2026-11-04
Private Trust Co NA	INCREASED	1,109	297	+812	+273%	$30.1K	$99.1K	+$69.0K	2026-10-20
Golden State Wealth Management, LLC	DECREASED	1,109	1,839	-730	-40%	$186.2K	$99.1K	-$87.1K	2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	1,072	11,319	-10,247	-91%	$1.1M	$95.7K	-$1.1M	2026-10-14
Triumph Capital Management	UNCHANGED	700	700	0	0%	$70.9K	$62.5K	-$8.4K	2026-10-14
Trust Co of Vermont	UNCHANGED	662	662	0	0%	$67.0K	$59.1K	-$7.9K	2026-10-21
Bokf, NA	UNCHANGED	535	535	0	0%	$54.2K	$47.8K	-$6.4K	2026-10-27
Assetmark, Inc	INCREASED	525	378	+147	+39%	$38.3K	$46.9K	+$8.6K	2026-10-21
Farther Finance Advisors, LLC	DECREASED	416	439	-23	-5%	$44.4K	$37.1K	-$7.3K	2026-10-08
Independence Bank of Kentucky	UNCHANGED	350	350	0	0%	$35.4K	$31.3K	-$4.2K	2026-10-26
Trust Co of Toledo NA	UNCHANGED	173	173	0	0%	$17.5K	$15.4K	-$2.1K	2026-10-16
Balance Wealth Partners LLC	NEW	94	—	+94	—	—	$8.4K	—	2026-10-27
Pinnacle Bancorp, Inc.	UNCHANGED	85	85	0	0%	$8.6K	$7.6K	-$1.0K	2026-10-21
Jacobi Capital Management LLC	NEW	50	—	+50	—	—	$4.5K	—	2026-11-05
Allspring Global Investments Holdings, LLC	UNCHANGED	43	43	0	0%	$4.2K	$3.9K	-$308	2026-11-04
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	37	37	0	0%	$3.7K	$3.3K	-$441	2026-10-15
Bullock Wealth Management Group	UNCHANGED	32	32	0	0%	$3.2K	$2.8K	-$322	2026-10-09
Richardson Financial Services Inc.	UNCHANGED	24	24	0	0%	$2.4K	$2.1K	-$288	2026-10-30
Signature Equity Partners, LLC	UNCHANGED	24	24	0	0%	$2.4K	$2.1K	-$287	2026-10-29
D.A. Davidson & Co.	CLOSED	0	118,322	-118,322	-100%	$12.0M	$0	-$12.0M	2026-10-28
Altus Wealth Group LLC	CLOSED	0	5,884	-5,884	-100%	$595.7K	$0	-$595.7K	2026-10-20
Sigma Planning Corp	CLOSED	0	4,157	-4,157	-100%	$421.0K	$0	-$421.0K	2026-10-23
International Assets Investment Management, LLC	CLOSED	0	2,250	-2,250	-100%	$225.0K	$0	-$225.0K	2026-11-02
Redhawk Wealth Advisors, Inc.	CLOSED	0	1,996	-1,996	-100%	$202.1K	$0	-$202.1K	2026-10-14
Cornerstone Planning Group LLC	CLOSED	0	16	-16	-100%	$1.5K	$0	-$1.5K	2026-10-16
LPL Financial LLC	N/A	—	1,053,754	-1,053,754	-100%	$106.7M	—	—	—
Morgan Stanley	N/A	—	714,191	-714,191	-100%	$72.3M	—	—	—
Bank of America Corp	N/A	—	660,060	-660,060	-100%	$66.8M	—	—	—
Private Advisor Group, LLC	N/A	—	538,409	-538,409	-100%	$54.5M	—	—	—
Royal Bank of Canada	N/A	—	448,611	-448,611	-100%	$45.4M	—	—	—
Raymond James Financial Inc	N/A	—	383,975	-383,975	-100%	$38.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	260,789	-260,789	-100%	$26.4M	—	—	—
Ameriprise Financial Inc	N/A	—	225,082	-225,082	-100%	$22.8M	—	—	—
&partners	N/A	—	213,856	-213,856	-100%	$21.7M	—	—	—
Mars Jewett Financial Group, Inc.	N/A	—	197,267	-197,267	-100%	$20.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	162,525	-162,525	-100%	$16.5M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	150,818	-150,818	-100%	$15.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	139,068	-139,068	-100%	$14.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	106,983	-106,983	-100%	$10.8M	—	—	—
UBS Group AG	N/A	—	99,655	-99,655	-100%	$10.1M	—	—	—
HighTower Advisors, LLC	N/A	—	98,644	-98,644	-100%	$10.0M	—	—	—
Peapack Gladstone Financial Corp	N/A	—	83,319	-83,319	-100%	$8.4M	—	—	—
Modern Wealth Management, LLC	N/A	—	81,210	-81,210	-100%	$8.2M	—	—	—
Clark Capital Management Group, Inc.	N/A	—	75,487	-75,487	-100%	$7.6M	—	—	—
Z3 Capital Partners, LLC	N/A	—	73,727	-73,727	-100%	$7.5M	—	—	—
Symphony Financial Services, Inc.	N/A	—	64,552	-64,552	-100%	$6.5M	—	—	—
Harbour Wealth Management Group, Inc.	N/A	—	51,753	-51,753	-100%	$5.2M	—	—	—
Cetera Investment Advisers	N/A	—	49,300	-49,300	-100%	$5.0M	—	—	—
Stifel Financial Corp	N/A	—	44,937	-44,937	-100%	$4.5M	—	—	—
Kintra Wealth, LLC	N/A	—	40,666	-40,666	-100%	$4.0M	—	—	—
Baird Financial Group, Inc.	N/A	—	31,434	-31,434	-100%	$3.2M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	27,631	-27,631	-100%	$2.8M	—	—	—
IAG Wealth Partners, LLC	N/A	—	25,726	-25,726	-100%	$2.6M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	23,964	-23,964	-100%	$2.4M	—	—	—
Wealthspire Advisors, LLC	N/A	—	23,094	-23,094	-100%	$2.3M	—	—	—
Western Wealth Management, LLC	N/A	—	22,509	-22,509	-100%	$2.3M	—	—	—
Allied Private Wealth LLC	N/A	—	22,193	-22,193	-100%	$2.1M	—	—	—
AssuredPartners Investment Advisors, LLC	N/A	—	22,054	-22,054	-100%	$2.2M	—	—	—
Principal Securities, Inc.	N/A	—	19,031	-19,031	-100%	$1.9M	—	—	—
Nova Wealth Management, Inc.	N/A	—	18,745	-18,745	-100%	$1.9M	—	—	—
Mutual Advisors, LLC	N/A	—	18,560	-18,560	-100%	$1.9M	—	—	—
Cary Street Partners Financial LLC	N/A	—	18,545	-18,545	-100%	$1.9M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	15,801	-15,801	-100%	$1.6M	—	—	—
Citadel Advisors LLC	N/A	—	13,327	-13,327	-100%	$1.3M	—	—	—
NewEdge Wealth, LLC	N/A	—	13,205	-13,205	-100%	$1.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	13,072	-13,072	-100%	$1.3M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	11,446	-11,446	-100%	$1.2M	—	—	—
IHT Wealth Management, LLC	N/A	—	9,635	-9,635	-100%	$975.4K	—	—	—
Balanced Rock Investment Advisors LLC	N/A	—	9,181	-9,181	-100%	$929.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	7,784	-7,784	-100%	$788.0K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	7,676	-7,676	-100%	$777.1K	—	—	—
Arkadios Wealth Advisors	N/A	—	7,119	-7,119	-100%	$720.7K	—	—	—
Advisory Services Network, LLC	N/A	—	6,675	-6,675	-100%	$675.8K	—	—	—
MML Investors Services, LLC	N/A	—	5,812	-5,812	-100%	$588.4K	—	—	—
1015 Capital Partners, LLC	N/A	—	5,310	-5,310	-100%	$537.6K	—	—	—
Graney & King, LLC	N/A	—	5,296	-5,296	-100%	$536.1K	—	—	—
Fortis Capital Advisors, LLC	N/A	—	3,986	-3,986	-100%	$403.5K	—	—	—
Belpointe Asset Management LLC	N/A	—	3,986	-3,986	-100%	$403.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	3,865	-3,865	-100%	$391.3K	—	—	—
Wealthspan Partners, LLC	N/A	—	3,526	-3,526	-100%	$357.0K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	3,515	-3,515	-100%	$355.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,969	-2,969	-100%	$300.6K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	2,969	-2,969	-100%	$300.6K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	2,919	-2,919	-100%	$295.5K	—	—	—
World Investment Advisors	N/A	—	2,787	-2,787	-100%	$229.1K	—	—	—
FMR LLC	N/A	—	2,730	-2,730	-100%	$276.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	2,729	-2,729	-100%	$276.2K	—	—	—
Liberty Square Wealth Partners LLC	N/A	—	2,559	-2,559	-100%	$259.1K	—	—	—
Benjamin Edwards Inc	N/A	—	2,506	-2,506	-100%	$253.6K	—	—	—
HFG Advisors, Inc.	N/A	—	2,328	-2,328	-100%	$235.7K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	2,274	-2,274	-100%	$230.2K	—	—	—
BFC Planning, Inc.	N/A	—	2,234	-2,234	-100%	$226.2K	—	—	—
IFG Advisory, LLC	N/A	—	2,195	-2,195	-100%	$222.2K	—	—	—
Cresset Asset Management, LLC	N/A	—	2,027	-2,027	-100%	$205.4K	—	—	—
Jupiter Topco LLC	N/A	—	2,000	-2,000	-100%	$202.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,622	-1,622	-100%	$164.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,306	-1,306	-100%	$132.3K	—	—	—
Harbour Investments, Inc.	N/A	—	636	-636	-100%	$64.4K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	550	-550	-100%	$55.7K	—	—	—
Wells Fargo & Company	N/A	—	520	-520	-100%	$52.6K	—	—	—
Capital Analysts, LLC	N/A	—	446	-446	-100%	$45.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	318	-318	-100%	$32.2K	—	—	—
Philadelphia Investment Partners, LLC	N/A	—	209	-209	-100%	$21.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	167	-167	-100%	$16.9K	—	—	—
Bank of Montreal	N/A	—	162	-162	-100%	$13.4K	—	—	—
Bogart Wealth, LLC	N/A	—	155	-155	-100%	$15.7K	—	—	—
AE Wealth Management LLC	N/A	—	148	-148	-100%	$15.0K	—	—	—
Huntington National Bank	N/A	—	95	-95	-100%	$9.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	85	-85	-100%	$8.6K	—	—	—
Russell Investments Group, Ltd.	N/A	—	50	-50	-100%	$5.1K	—	—	—
Continuum Advisory, LLC	N/A	—	23	-23	-100%	$2.3K	—	—	—

Showing 160 of 160 institutions