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John Hancock Multi Fact LRG (JHML)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Grimes & Co Wealth Management, LLC
DECREASED
Shares1,312,514 from 1,515,219
Change-202,705 (-13%)
Value$117.0M (-$18.1M)
Filed 2026-10-29
LPL Financial LLC
DECREASED
Shares992,971 from 994,624
Change-1,653 (0%)
Value$88.5M (-$197.0K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares493,087 from 479,583
Change+13,504 (+3%)
Value$43.9M (+$1.2M)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares342,125 from 195,142
Change+146,983 (+75%)
Value$30.5M (+$13.1M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares298,086 from 297,061
Change+1,025 (+0%)
Value$26.6M (+$76.5K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares155,597 from 157,809
Change-2,212 (-1%)
Value$13.9M (-$205.0K)
Filed 2026-11-05
ERn Financial, LLC
INCREASED
Shares141,178 from 135,558
Change+5,620 (+4%)
Value$12.6M (+$494.1K)
Filed 2026-10-28
Cooper Financial Group
DECREASED
Shares138,558 from 140,536
Change-1,978 (-1%)
Value$12.3M (-$183.3K)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
NEW
Shares121,779
Change+121,779
Value$10.9M
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares76,224 from 65,438
Change+10,786 (+16%)
Value$6.8M (+$958.1K)
Filed 2026-10-08
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares67,538 from 64,641
Change+2,897 (+4%)
Value$6.0M (+$255.0K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares62,797 from 63,299
Change-502 (-1%)
Value$5.6M (-$47.9K)
Filed 2026-10-30
Parsons Capital Management Inc
DECREASED
Shares43,951 from 44,357
Change-406 (-1%)
Value$3.9M (-$38.4K)
Filed 2026-10-28
Sanchez Wealth Management Group
DECREASED
Shares32,738 from 519,367
Change-486,629 (-94%)
Value$2.9M (-$43.4M)
Filed 2026-11-02
International Assets Investment Management, LLC
UNCHANGED
Shares20,463 from 20,463
Change0 (0%)
Value$1.8M (+$9.8K)
Filed 2026-11-02
SigFig Wealth Management, LLC
DECREASED
Shares16,136 from 16,386
Change-250 (-2%)
Value$1.4M (-$15.6K)
Filed 2026-10-07
Oppenheimer & Co Inc
INCREASED
Shares15,361 from 15,351
Change+10 (+0%)
Value$1.4M (+$124)
Filed 2026-10-26
Foundry Financial Group, Inc.
DECREASED
Shares14,804 from 17,407
Change-2,603 (-15%)
Value$1.3M (-$232.9K)
Filed 2026-10-28
Rossmore Private Capital
DECREASED
Shares14,200 from 21,550
Change-7,350 (-34%)
Value$1.3M (-$656.2K)
Filed 2026-10-27
Goodman Advisory Group, LLC
DECREASED
Shares13,586 from 14,304
Change-718 (-5%)
Value$1.2M (-$64.7K)
Filed 2026-11-02
Advisory Solutions Group, LLC
UNCHANGED
Shares11,923 from 11,923
Change0 (0%)
Value$1.1M (-$596)
Filed 2026-10-14
Amplius Wealth Advisors, LLC
UNCHANGED
Shares11,750 from 11,750
Change0 (0%)
Value$1.0M (-$587)
Filed 2026-10-20
Chilton Capital Management LLC
DECREASED
Shares9,423 from 10,304
Change-881 (-9%)
Value$839.9K (-$79.0K)
Filed 2026-10-28
Columbia Advisory Partners LLC
DECREASED
Shares7,944 from 7,954
Change-10 (0%)
Value$708.0K (-$1.3K)
Filed 2026-10-15
Venture Visionary Partners LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$579.3K (-$325)
Filed 2026-10-07
Sageworth Trust Co of South Dakota
UNCHANGED
Shares6,147 from 6,147
Change0 (0%)
Value$547.9K (-$307)
Filed 2026-10-30
James J. Burns & Company, LLC
UNCHANGED
Shares6,040 from 6,040
Change0 (0%)
Value$538.3K (-$302)
Filed 2026-10-22
Ebert Capital Management Inc.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$534.8K (-$300)
Filed 2026-10-08
Kraft, Davis & Associates, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$469.5K (+$9.4K)
Filed 2026-10-21
VestGen Advisors, LLC
UNCHANGED
Shares5,039 from 5,039
Change0 (0%)
Value$449.1K (-$252)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares5,003 from 4,065
Change+938 (+23%)
Value$445.9K (+$83.4K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares4,909
Change+4,909
Value$437.5K
Filed 2026-11-03
Beirne Wealth Consulting Services, LLC
DECREASED
Shares4,858 from 5,345
Change-487 (-9%)
Value$433.1K (-$43.7K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED
Shares4,482 from 4,482
Change0 (0%)
Value$399 (-$1)
Filed 2026-10-27
Thrivent Financial for Lutherans
UNCHANGED
Shares4,461 from 4,461
Change0 (0%)
Value$399.0K (+$1.0K)
Filed 2026-11-05
Trust Point Inc.
UNCHANGED
Shares4,188 from 4,188
Change0 (0%)
Value$373.3K (-$210)
Filed 2026-10-27
Park Avenue Securities LLC
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$353 (-$352.6K)
Filed 2026-10-26
StoneX Group Inc.
NEW
Shares3,489
Change+3,489
Value$311.4K
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares3,461 from 2,511
Change+950 (+38%)
Value$308.5K (+$84.5K)
Filed 2026-11-05
Arlington Financial Advisors, LLC
DECREASED
Shares3,369 from 3,408
Change-39 (-1%)
Value$300.3K (-$3.6K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,177 from 3,749
Change-572 (-15%)
Value$283 (-$333.7K)
Filed 2026-11-02
Independent Financial Group, LLC
UNCHANGED
Shares3,019 from 3,019
Change0 (0%)
Value$269.1K (-$151)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares2,961 from 729
Change+2,232 (+306%)
Value$263.9K (+$198.9K)
Filed 2026-10-16
Hill Island Financial LLC
UNCHANGED
Shares2,892 from 2,892
Change0 (0%)
Value$257.8K (-$144)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares2,768 from 3,200
Change-432 (-13%)
Value$246.7K (-$38.7K)
Filed 2026-11-06
Private Client Services, LLC
UNCHANGED
Shares2,734 from 2,734
Change0 (0%)
Value$243.7K (-$137)
Filed 2026-10-02
Private Trust Co NA
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$235.3K (-$132)
Filed 2026-10-20
Segment Wealth Management, LLC
UNCHANGED
Shares2,630 from 2,630
Change0 (0%)
Value$234.4K (-$131)
Filed 2026-10-26
Prosperity Financial Group, Inc.
UNCHANGED
Shares2,571 from 2,571
Change0 (0%)
Value$229.2K (-$129)
Filed 2026-10-29
Allen Capital Group, LLC
NEW
Shares2,389
Change+2,389
Value$212.9K
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares1,673 from 1,673
Change0 (0%)
Value$149.1K (-$84)
Filed 2026-10-21
Bank & Trust Co
UNCHANGED
Shares1,419 from 1,419
Change0 (0%)
Value$126.5K (-$71)
Filed 2026-10-07
Trust Co of Vermont
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$69.3K (-$39)
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares469
Change+469
Value$41.8K
Filed 2026-11-05
Reap Financial Group, LLC
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$40.0K (-$22)
Filed 2026-11-02
Pittenger & Anderson Inc
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$35.9K (-$20)
Filed 2026-11-02
Armstrong Advisory Group, Inc
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$14.4K (-$8)
Filed 2026-10-09
Independence Bank of Kentucky
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.9K (-$5)
Filed 2026-10-26
US Bancorp \de\
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$45.0K)
Filed 2026-11-05
Sims Investment Management, LLC
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$32.6K)
Filed 2026-10-13
Ameriprise Financial Inc
N/A
Shares— from 1,335,826
Change-1,335,826 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 834,416
Change-834,416 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 499,785
Change-499,785 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 422,593
Change-422,593 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 341,695
Change-341,695 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 281,652
Change-281,652 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 250,753
Change-250,753 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 206,700
Change-206,700 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 160,632
Change-160,632 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 157,753
Change-157,753 (-100%)
Value—
UBS Group AG
N/A
Shares— from 92,408
Change-92,408 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 83,677
Change-83,677 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 64,118
Change-64,118 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 62,769
Change-62,769 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 43,101
Change-43,101 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,985
Change-38,985 (-100%)
Value—
FCA Corp
N/A
Shares— from 37,446
Change-37,446 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 37,189
Change-37,189 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26,828
Change-26,828 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,840
Change-23,840 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,710
Change-20,710 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,305
Change-19,305 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,765
Change-15,765 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 14,517
Change-14,517 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,627
Change-13,627 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,306
Change-10,306 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 9,925
Change-9,925 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,147
Change-9,147 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 6,527
Change-6,527 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 6,278
Change-6,278 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Blair William & Co
N/A
Shares— from 650
Change-650 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 294
Change-294 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 96
Change-96 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Status
Grimes & Co Wealth Management, LLC
DECREASED1,312,5141,515,219-202,705-13%$135.1M$117.0M-$18.1M2026-10-29
LPL Financial LLC
DECREASED992,971994,624-1,6530%$88.7M$88.5M-$197.0K2026-11-06
Commonwealth Equity Services, LLC
INCREASED493,087479,583+13,504+3%$42.8M$43.9M+$1.2M2026-11-02
Simplicity Wealth,LLC
INCREASED342,125195,142+146,983+75%$17.4M$30.5M+$13.1M2026-10-23
Kestra Advisory Services, LLC
INCREASED298,086297,061+1,025+0%$26.5M$26.6M+$76.5K2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED155,597157,809-2,212-1%$14.1M$13.9M-$205.0K2026-11-05
ERn Financial, LLC
INCREASED141,178135,558+5,620+4%$12.1M$12.6M+$494.1K2026-10-28
Cooper Financial Group
DECREASED138,558140,536-1,978-1%$12.5M$12.3M-$183.3K2026-10-07
Wealthcare Advisory Partners LLC
NEW121,779—+121,779——$10.9M—2026-10-21
CoreCap Advisors, LLC
INCREASED76,22465,438+10,786+16%$5.8M$6.8M+$958.1K2026-10-08
Schneider Downs Wealth Management Advisors, LP
INCREASED67,53864,641+2,897+4%$5.8M$6.0M+$255.0K2026-10-27
Capital Investment Advisory Services, LLC
DECREASED62,79763,299-502-1%$5.6M$5.6M-$47.9K2026-10-30
Parsons Capital Management Inc
DECREASED43,95144,357-406-1%$4.0M$3.9M-$38.4K2026-10-28
Sanchez Wealth Management Group
DECREASED32,738519,367-486,629-94%$46.3M$2.9M-$43.4M2026-11-02
International Assets Investment Management, LLC
UNCHANGED20,46320,46300%$1.8M$1.8M+$9.8K2026-11-02
SigFig Wealth Management, LLC
DECREASED16,13616,386-250-2%$1.5M$1.4M-$15.6K2026-10-07
Oppenheimer & Co Inc
INCREASED15,36115,351+10+0%$1.4M$1.4M+$1242026-10-26
Foundry Financial Group, Inc.
DECREASED14,80417,407-2,603-15%$1.6M$1.3M-$232.9K2026-10-28
Rossmore Private Capital
DECREASED14,20021,550-7,350-34%$1.9M$1.3M-$656.2K2026-10-27
Goodman Advisory Group, LLC
DECREASED13,58614,304-718-5%$1.3M$1.2M-$64.7K2026-11-02
Advisory Solutions Group, LLC
UNCHANGED11,92311,92300%$1.1M$1.1M-$5962026-10-14
Amplius Wealth Advisors, LLC
UNCHANGED11,75011,75000%$1.0M$1.0M-$5872026-10-20
Chilton Capital Management LLC
DECREASED9,42310,304-881-9%$918.9K$839.9K-$79.0K2026-10-28
Columbia Advisory Partners LLC
DECREASED7,9447,954-100%$709.3K$708.0K-$1.3K2026-10-15
Venture Visionary Partners LLC
UNCHANGED6,5006,50000%$579.7K$579.3K-$3252026-10-07
Sageworth Trust Co of South Dakota
UNCHANGED6,1476,14700%$548.2K$547.9K-$3072026-10-30
James J. Burns & Company, LLC
UNCHANGED6,0406,04000%$538.6K$538.3K-$3022026-10-22
Ebert Capital Management Inc.
UNCHANGED6,0006,00000%$535.1K$534.8K-$3002026-10-08
Kraft, Davis & Associates, LLC
UNCHANGED5,2005,20000%$460.1K$469.5K+$9.4K2026-10-21
VestGen Advisors, LLC
UNCHANGED5,0395,03900%$449.4K$449.1K-$2522026-10-27
Farther Finance Advisors, LLC
INCREASED5,0034,065+938+23%$362.5K$445.9K+$83.4K2026-10-08
Ascentis Independent Advisors
NEW4,909—+4,909——$437.5K—2026-11-03
Beirne Wealth Consulting Services, LLC
DECREASED4,8585,345-487-9%$476.7K$433.1K-$43.7K2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED4,4824,48200%$400$399-$12026-10-27
Thrivent Financial for Lutherans
UNCHANGED4,4614,46100%$398.0K$399.0K+$1.0K2026-11-05
Trust Point Inc.
UNCHANGED4,1884,18800%$373.5K$373.3K-$2102026-10-27
Park Avenue Securities LLC
UNCHANGED3,9563,95600%$353.0K$353-$352.6K2026-10-26
StoneX Group Inc.
NEW3,489—+3,489——$311.4K—2026-11-03
J.W. Cole Advisors, Inc.
INCREASED3,4612,511+950+38%$223.9K$308.5K+$84.5K2026-11-05
Arlington Financial Advisors, LLC
DECREASED3,3693,408-39-1%$303.9K$300.3K-$3.6K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED3,1773,749-572-15%$334.0K$283-$333.7K2026-11-02
Independent Financial Group, LLC
UNCHANGED3,0193,01900%$269.2K$269.1K-$1512026-10-13
IFP Advisors, Inc
INCREASED2,961729+2,232+306%$65.0K$263.9K+$198.9K2026-10-16
Hill Island Financial LLC
UNCHANGED2,8922,89200%$257.9K$257.8K-$1442026-10-20
Kestra Private Wealth Services, LLC
DECREASED2,7683,200-432-13%$285.4K$246.7K-$38.7K2026-11-06
Private Client Services, LLC
UNCHANGED2,7342,73400%$243.8K$243.7K-$1372026-10-02
Private Trust Co NA
UNCHANGED2,6402,64000%$235.4K$235.3K-$1322026-10-20
Segment Wealth Management, LLC
UNCHANGED2,6302,63000%$234.5K$234.4K-$1312026-10-26
Prosperity Financial Group, Inc.
UNCHANGED2,5712,57100%$229.3K$229.2K-$1292026-10-29
Allen Capital Group, LLC
NEW2,389—+2,389——$212.9K—2026-10-27
Assetmark, Inc
UNCHANGED1,6731,67300%$149.2K$149.1K-$842026-10-21
Bank & Trust Co
UNCHANGED1,4191,41900%$126.5K$126.5K-$712026-10-07
Trust Co of Vermont
UNCHANGED77777700%$69.3K$69.3K-$392026-10-21
Jacobi Capital Management LLC
NEW469—+469——$41.8K—2026-11-05
Reap Financial Group, LLC
UNCHANGED44944900%$40.0K$40.0K-$222026-11-02
Pittenger & Anderson Inc
UNCHANGED40340300%$35.9K$35.9K-$202026-11-02
Armstrong Advisory Group, Inc
UNCHANGED16116100%$14.4K$14.4K-$82026-10-09
Independence Bank of Kentucky
UNCHANGED10010000%$8.9K$8.9K-$52026-10-26
US Bancorp \de\
CLOSED0505-505-100%$45.0K$0-$45.0K2026-11-05
Sims Investment Management, LLC
CLOSED0365-365-100%$32.6K$0-$32.6K2026-10-13
Ameriprise Financial Inc
N/A—1,335,826-1,335,826-100%$119.1M———
Wells Fargo & Company
N/A—834,416-834,416-100%$74.4M———
Raymond James Financial Inc
N/A—499,785-499,785-100%$44.6M———
Morgan Stanley
N/A—422,593-422,593-100%$37.7M———
Envestnet Asset Management Inc
N/A—341,695-341,695-100%$30.5M———
Bank of America Corp
N/A—281,652-281,652-100%$25.1M———
Cetera Investment Advisers
N/A—250,753-250,753-100%$22.4M———
Jones Financial Companies Lllp
N/A—206,700-206,700-100%$18.1M———
IAM Advisory, LLC
N/A—160,632-160,632-100%$14.3M———
Vestmark Advisory Solutions, Inc.
N/A—157,753-157,753-100%$14.1M———
UBS Group AG
N/A—92,408-92,408-100%$8.2M———
PMG Wealth Management, Inc.
N/A—83,677-83,677-100%$7.5M———
HighTower Advisors, LLC
N/A—64,118-64,118-100%$5.7M———
Northwestern Mutual Wealth Management Co
N/A—62,769-62,769-100%$5.6M———
Private Advisor Group, LLC
N/A—43,101-43,101-100%$3.8M———
Mercer Global Advisors Inc
N/A—38,985-38,985-100%$3.5M———
FCA Corp
N/A—37,446-37,446-100%$3.3M———
Rockefeller Capital Management L.P.
N/A—37,189-37,189-100%$3.3M———
Osaic Holdings, Inc.
N/A—26,828-26,828-100%$2.4M———
Sanctuary Advisors, LLC
N/A—23,840-23,840-100%$2.1M———
Goldman Sachs Group Inc
N/A—20,710-20,710-100%$1.8M———
BFC Planning, Inc.
N/A—19,305-19,305-100%$1.7M———
JPMorgan Chase & Co
N/A—15,765-15,765-100%$1.4M———
Envestnet Portfolio Solutions, Inc.
N/A—14,517-14,517-100%$1.3M———
Equitable Holdings, Inc.
N/A—13,627-13,627-100%$1.2M———
Arkadios Wealth Advisors
N/A—10,306-10,306-100%$919.0K———
Perennial Investment Advisors, LLC
N/A—9,925-9,925-100%$885.2K———
Mariner, LLC
N/A—9,560-9,560-100%$852.6K———
Beacon Pointe Advisors, LLC
N/A—9,147-9,147-100%$815.7K———
NewEdge Advisors, LLC
N/A—8,459-8,459-100%$754.4K———
Royal Bank of Canada
N/A—6,841-6,841-100%$610.0K———
Avant Capital LLC
N/A—6,527-6,527-100%$582.1K———
Orion Porfolio Solutions, LLC
N/A—6,278-6,278-100%$559.9K———
IHT Wealth Management, LLC
N/A—4,532-4,532-100%$404.2K———
Harbour Investments, Inc.
N/A—4,452-4,452-100%$397.1K———
OneAscent Wealth Management LLC
N/A—3,987-3,987-100%$355.6K———
FMR LLC
N/A—3,521-3,521-100%$314.0K———
Stifel Financial Corp
N/A—3,407-3,407-100%$303.8K———
OneAscent Family Office, LLC
N/A—3,134-3,134-100%$279.5K———
Gilbert & Cook, Inc.
N/A—2,824-2,824-100%$251.8K———
Susquehanna International Group, LLP
N/A—2,410-2,410-100%$214.9K———
Godfrey Financial Associates, Inc.
N/A—1,817-1,817-100%$160.2K———
Bank of Montreal
N/A—1,331-1,331-100%$118.7K———
Aptus Capital Advisors, LLC
N/A—1,235-1,235-100%$110.1K———
Smartleaf Asset Management LLC
N/A—1,031-1,031-100%$91.5K———
Blair William & Co
N/A—650-650-100%$58.0K———
Bellevue Asset Management, LLC
N/A—593-593-100%$52.9K———
Tidemark, LLC
N/A—588-588-100%$52.5K———
AE Wealth Management LLC
N/A—334-334-100%$29.8K———
SHP Wealth Management
N/A—294-294-100%$26.2K———
Vanguard Advisers Inc
N/A—96-96-100%$8.6K———
Dunhill Financial, LLC
N/A—79-79-100%$7.0K———
Global Retirement Partners, LLC
N/A—75-75-100%$6.7K———
Medallion Wealth Advisors, LLC
N/A—69-69-100%$6.2K———
Showing 114 of 114 institutions