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Hartford Multifact DEV Mrkt (RODM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,047,835 from 1,080,964
Change-33,129 (-3%)
Value$42.7M (-$982.5K)
Filed 2026-11-06
Goldstein Advisors, LLC
INCREASED
Shares473,459 from 471,735
Change+1,724 (+0%)
Value$19.3M (+$230.6K)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares236,259 from 227,379
Change+8,880 (+4%)
Value$9.6M (+$439.2K)
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares178,203 from 178,203
Change0 (0%)
Value$7.3M (+$60.6K)
Filed 2026-11-06
Evergreen Capital Management LLC
DECREASED
Shares154,995 from 156,845
Change-1,850 (-1%)
Value$6.3M (-$22.1K)
Filed 2026-10-23
IAG Wealth Partners, LLC
DECREASED
Shares112,920 from 115,710
Change-2,790 (-2%)
Value$4.6M (-$74.3K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares99,609 from 97,610
Change+1,999 (+2%)
Value$4.1M (+$114.6K)
Filed 2026-10-30
Howard Financial Services, Ltd.
DECREASED
Shares87,962 from 88,816
Change-854 (-1%)
Value$3.6M (-$4.6K)
Filed 2026-10-15
Trilogy Capital Inc.
DECREASED
Shares69,599 from 74,625
Change-5,026 (-7%)
Value$2.8M (-$179.4K)
Filed 2026-10-20
First Premier Bank
DECREASED
Shares68,520 from 71,020
Change-2,500 (-4%)
Value$2.8K (-$78)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares49,925 from 51,262
Change-1,337 (-3%)
Value$2.0M (-$37.0K)
Filed 2026-11-02
Flagstar Securities, Inc
INCREASED
Shares46,868 from 46,867
Change+1 (0%)
Value$1.9M (+$15.9K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares46,808 from 50,573
Change-3,765 (-7%)
Value$1.9K (-$2.0M)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares44,923 from 38,596
Change+6,327 (+16%)
Value$1.8M (+$270.9K)
Filed 2026-10-23
Fermata Advisors, LLC
DECREASED
Shares23,371 from 25,988
Change-2,617 (-10%)
Value$952.4K (-$97.8K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares23,311 from 23,161
Change+150 (+1%)
Value$949.9K (+$14.0K)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares20,557 from 20,557
Change0 (0%)
Value$830.7K ($0)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,319 from 19,363
Change+956 (+5%)
Value$827.4K (+$34.5K)
Filed 2026-10-13
Eagle Strategies LLC
INCREASED
Shares19,742 from 19,344
Change+398 (+2%)
Value$804.5K (+$22.8K)
Filed 2026-10-16
CLG LLC
DECREASED
Shares19,441 from 20,092
Change-651 (-3%)
Value$792.2K (-$19.7K)
Filed 2026-10-13
White Pine Investment Co
DECREASED
Shares18,081 from 18,129
Change-48 (0%)
Value$737 (-$732.3K)
Filed 2026-10-15
Client 1ST Advisory Group, LLC
DECREASED
Shares17,887 from 18,014
Change-127 (-1%)
Value$728.9K (+$949)
Filed 2026-10-19
Sowa Financial Group, Inc.
DECREASED
Shares15,235 from 15,963
Change-728 (-5%)
Value$621 (-$644.4K)
Filed 2026-10-26
Clearview Wealth Management LLC
UNCHANGED
Shares15,015 from 15,015
Change0 (0%)
Value$620.3K (+$13.5K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares14,921 from 14,945
Change-24 (0%)
Value$608.0K (+$4.1K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares14,782 from 11,677
Change+3,105 (+27%)
Value$602.4K (+$130.5K)
Filed 2026-11-06
Cranbrook Wealth Management, LLC
UNCHANGED
Shares13,893 from 13,893
Change0 (0%)
Value$566.2K (+$4.7K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares13,314 from 13,364
Change-50 (0%)
Value$542.5K (+$2.5K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares12,657 from 13,651
Change-994 (-7%)
Value$515.8K (-$35.9K)
Filed 2026-10-29
Sovran Advisors, LLC
DECREASED
Shares11,206 from 11,804
Change-598 (-5%)
Value$472.6K (-$14.1K)
Filed 2026-11-02
Encompass Wealth Advisors, LLC
INCREASED
Shares10,802 from 5,551
Change+5,251 (+95%)
Value$440.2K (+$215.9K)
Filed 2026-10-15
Carlson Financial, Inc.
INCREASED
Shares10,059 from 9,796
Change+263 (+3%)
Value$409.9K (+$14.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares9,822 from 5,669
Change+4,153 (+73%)
Value$400.6K (+$171.5K)
Filed 2026-10-08
AdvisorNet Financial, Inc
INCREASED
Shares8,747 from 8,597
Change+150 (+2%)
Value$360.0K (+$12.6K)
Filed 2026-10-15
James T. Borello RIA
UNCHANGED
Shares8,526 from 8,526
Change0 (0%)
Value$347.4K (+$2.9K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares8,505 from 8,469
Change+36 (+0%)
Value$346.6K (+$4.4K)
Filed 2026-11-02
BKM Wealth Management, LLC
NEW
Shares7,774
Change+7,774
Value$316.8K
Filed 2026-10-22
Catalyst Financial Partners LLC
NEW
Shares6,179
Change+6,179
Value$251.8K
Filed 2026-11-06
Creative Planning
UNCHANGED
Shares6,166 from 6,166
Change0 (0%)
Value$251.3K (+$2.1K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares6,036 from 6,276
Change-240 (-4%)
Value$253.6K (-$95)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares5,927 from 5,928
Change-1 (0%)
Value$241.5K (+$2.0K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares5,510 from 5,710
Change-200 (-3%)
Value$224.5K (-$6.2K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares5,416 from 5,243
Change+173 (+3%)
Value$220.7K (+$8.8K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares5,239 from 5,097
Change+142 (+3%)
Value$212.3K (+$7.9K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares4,753 from 3,110
Change+1,643 (+53%)
Value$193.7K (+$68.0K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares3,020 from 2,892
Change+128 (+4%)
Value$123.1K (+$6.2K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares2,426
Change+2,426
Value$98.9K
Filed 2026-10-21
Private Trust Co NA
UNCHANGED
Shares1,807 from 1,807
Change0 (0%)
Value$73.6K (+$614)
Filed 2026-10-20
Evermay Wealth Management LLC
DECREASED
Shares1,418 from 2,093
Change-675 (-32%)
Value$57.8K (-$26.8K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$49.7K (+$415)
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$48.3K (+$770)
Filed 2026-10-26
Ascentis Independent Advisors
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$40.6K (+$339)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares954 from 6,391
Change-5,437 (-85%)
Value$38.9K (-$219.4K)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares855
Change+855
Value$34.8K
Filed 2026-11-02
Gen-Wealth Partners Inc
UNCHANGED
Shares811 from 811
Change0 (0%)
Value$33.0K (+$275)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares614
Change+614
Value$25.0K
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.4K (+$170)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$17.2K (+$144)
Filed 2026-10-21
Bank & Trust Co
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$16.5K (+$138)
Filed 2026-10-07
CoreCap Advisors, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$11.3K (+$94)
Filed 2026-10-08
Downshift Financial, LLC
INCREASED
Shares245 from 53
Change+192 (+362%)
Value$10.0K (+$7.8K)
Filed 2026-10-13
First Command Advisory Services, Inc.
NEW
Shares66
Change+66
Value$2.7K
Filed 2026-11-05
Wagner Wealth Management, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$937 (+$8)
Filed 2026-10-21
Citigroup Inc
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$21.0K)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-29
Cerity Partners LLC
N/A
Shares— from 5,164,485
Change-5,164,485 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,235,045
Change-3,235,045 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 2,571,292
Change-2,571,292 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,559,938
Change-2,559,938 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,776,976
Change-1,776,976 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 1,773,405
Change-1,773,405 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,052,032
Change-1,052,032 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,016,714
Change-1,016,714 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 944,022
Change-944,022 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 925,808
Change-925,808 (-100%)
Value—
UBS Group AG
N/A
Shares— from 771,110
Change-771,110 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 485,554
Change-485,554 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 457,926
Change-457,926 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 439,216
Change-439,216 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 424,032
Change-424,032 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 417,097
Change-417,097 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 379,827
Change-379,827 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 234,496
Change-234,496 (-100%)
Value—
&partners
N/A
Shares— from 180,696
Change-180,696 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 115,207
Change-115,207 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 103,657
Change-103,657 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 98,787
Change-98,787 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 97,775
Change-97,775 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 94,461
Change-94,461 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 86,176
Change-86,176 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 83,846
Change-83,846 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 75,502
Change-75,502 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 61,174
Change-61,174 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 60,219
Change-60,219 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 51,539
Change-51,539 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 43,708
Change-43,708 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 42,931
Change-42,931 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 41,112
Change-41,112 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 39,663
Change-39,663 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 35,355
Change-35,355 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 35,257
Change-35,257 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 34,054
Change-34,054 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 25,121
Change-25,121 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 21,166
Change-21,166 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,034
Change-21,034 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,836
Change-20,836 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 18,727
Change-18,727 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,309
Change-17,309 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 16,235
Change-16,235 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 16,235
Change-16,235 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,803
Change-15,803 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,995
Change-14,995 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,986
Change-13,986 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,458
Change-11,458 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,777
Change-10,777 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,227
Change-10,227 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 9,732
Change-9,732 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,662
Change-9,662 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 8,799
Change-8,799 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,497
Change-6,497 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,455
Change-6,455 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 6,303
Change-6,303 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,672
Change-5,672 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 617
Change-617 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,047,8351,080,964-33,129-3%$43.7M$42.7M-$982.5K2026-11-06
Goldstein Advisors, LLC
INCREASED473,459471,735+1,724+0%$19.1M$19.3M+$230.6K2026-10-15
Lido Advisors, LLC
INCREASED236,259227,379+8,880+4%$9.2M$9.6M+$439.2K2026-11-04
Clearstead Advisors, LLC
UNCHANGED178,203178,20300%$7.2M$7.3M+$60.6K2026-11-06
Evergreen Capital Management LLC
DECREASED154,995156,845-1,850-1%$6.3M$6.3M-$22.1K2026-10-23
IAG Wealth Partners, LLC
DECREASED112,920115,710-2,790-2%$4.7M$4.6M-$74.3K2026-11-06
Truist Financial Corp
INCREASED99,60997,610+1,999+2%$3.9M$4.1M+$114.6K2026-10-30
Howard Financial Services, Ltd.
DECREASED87,96288,816-854-1%$3.6M$3.6M-$4.6K2026-10-15
Trilogy Capital Inc.
DECREASED69,59974,625-5,026-7%$3.0M$2.8M-$179.4K2026-10-20
First Premier Bank
DECREASED68,52071,020-2,500-4%$2.9K$2.8K-$782026-10-13
Commonwealth Equity Services, LLC
DECREASED49,92551,262-1,337-3%$2.1M$2.0M-$37.0K2026-11-02
Flagstar Securities, Inc
INCREASED46,86846,867+10%$1.9M$1.9M+$15.9K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED46,80850,573-3,765-7%$2.0M$1.9K-$2.0M2026-11-02
Apollon Financial, LLC
INCREASED44,92338,596+6,327+16%$1.6M$1.8M+$270.9K2026-10-23
Fermata Advisors, LLC
DECREASED23,37125,988-2,617-10%$1.1M$952.4K-$97.8K2026-10-13
Independent Financial Group, LLC
INCREASED23,31123,161+150+1%$935.9K$949.9K+$14.0K2026-10-13
Allworth Financial LP
UNCHANGED20,55720,55700%$830.7K$830.7K$02026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED20,31919,363+956+5%$792.9K$827.4K+$34.5K2026-10-13
Eagle Strategies LLC
INCREASED19,74219,344+398+2%$781.7K$804.5K+$22.8K2026-10-16
CLG LLC
DECREASED19,44120,092-651-3%$811.9K$792.2K-$19.7K2026-10-13
White Pine Investment Co
DECREASED18,08118,129-480%$733.0K$737-$732.3K2026-10-15
Client 1ST Advisory Group, LLC
DECREASED17,88718,014-127-1%$727.9K$728.9K+$9492026-10-19
Sowa Financial Group, Inc.
DECREASED15,23515,963-728-5%$645.0K$621-$644.4K2026-10-26
Clearview Wealth Management LLC
UNCHANGED15,01515,01500%$606.8K$620.3K+$13.5K2026-10-16
D.A. Davidson & Co.
DECREASED14,92114,945-240%$603.9K$608.0K+$4.1K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED14,78211,677+3,105+27%$471.9K$602.4K+$130.5K2026-11-06
Cranbrook Wealth Management, LLC
UNCHANGED13,89313,89300%$561.4K$566.2K+$4.7K2026-10-28
Larson Financial Group LLC
DECREASED13,31413,364-500%$540.0K$542.5K+$2.5K2026-11-05
Vise Technologies, Inc.
DECREASED12,65713,651-994-7%$551.6K$515.8K-$35.9K2026-10-29
Sovran Advisors, LLC
DECREASED11,20611,804-598-5%$486.7K$472.6K-$14.1K2026-11-02
Encompass Wealth Advisors, LLC
INCREASED10,8025,551+5,251+95%$224.3K$440.2K+$215.9K2026-10-15
Carlson Financial, Inc.
INCREASED10,0599,796+263+3%$395.9K$409.9K+$14.0K2026-11-05
Farther Finance Advisors, LLC
INCREASED9,8225,669+4,153+73%$229.1K$400.6K+$171.5K2026-10-08
AdvisorNet Financial, Inc
INCREASED8,7478,597+150+2%$347.4K$360.0K+$12.6K2026-10-15
James T. Borello RIA
UNCHANGED8,5268,52600%$344.5K$347.4K+$2.9K2026-10-16
Golden State Wealth Management, LLC
INCREASED8,5058,469+36+0%$342.3K$346.6K+$4.4K2026-11-02
BKM Wealth Management, LLC
NEW7,774—+7,774——$316.8K—2026-10-22
Catalyst Financial Partners LLC
NEW6,179—+6,179——$251.8K—2026-11-06
Creative Planning
UNCHANGED6,1666,16600%$249.2K$251.3K+$2.1K2026-11-02
Prospera Financial Services Inc
DECREASED6,0366,276-240-4%$253.6K$253.6K-$952026-11-04
Bank of New York Mellon Corp
DECREASED5,9275,928-10%$239.5K$241.5K+$2.0K2026-11-05
IFP Advisors, Inc
DECREASED5,5105,710-200-3%$230.7K$224.5K-$6.2K2026-10-16
Parallel Advisors, LLC
INCREASED5,4165,243+173+3%$211.9K$220.7K+$8.8K2026-11-03
International Assets Investment Management, LLC
INCREASED5,2395,097+142+3%$204.4K$212.3K+$7.9K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED4,7533,110+1,643+53%$125.7K$193.7K+$68.0K2026-10-30
Fifth Third Bancorp
INCREASED3,0202,892+128+4%$116.9K$123.1K+$6.2K2026-11-05
Root Financial Partners, LLC
NEW2,426—+2,426——$98.9K—2026-10-21
Private Trust Co NA
UNCHANGED1,8071,80700%$73.0K$73.6K+$6142026-10-20
Evermay Wealth Management LLC
DECREASED1,4182,093-675-32%$84.6K$57.8K-$26.8K2026-11-05
US Bancorp \de\
UNCHANGED1,2201,22000%$49.3K$49.7K+$4152026-11-05
Oakworth Capital, Inc.
UNCHANGED1,1851,18500%$47.5K$48.3K+$7702026-10-26
Ascentis Independent Advisors
UNCHANGED99699600%$40.2K$40.6K+$3392026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9546,391-5,437-85%$258.3K$38.9K-$219.4K2026-10-14
Heritage Family Offices, LLP
NEW855—+855——$34.8K—2026-11-02
Gen-Wealth Partners Inc
UNCHANGED81181100%$32.8K$33.0K+$2752026-11-04
Team Financial Group, LLC
NEW614—+614——$25.0K—2026-10-30
Creative Financial Designs Inc
UNCHANGED50050000%$20.2K$20.4K+$1702026-11-04
Assetmark, Inc
UNCHANGED42242200%$17.0K$17.2K+$1442026-10-21
Bank & Trust Co
UNCHANGED40540500%$16.4K$16.5K+$1382026-10-07
CoreCap Advisors, LLC
UNCHANGED27727700%$11.2K$11.3K+$942026-10-08
Downshift Financial, LLC
INCREASED24553+192+362%$2.1K$10.0K+$7.8K2026-10-13
First Command Advisory Services, Inc.
NEW66—+66——$2.7K—2026-11-05
Wagner Wealth Management, LLC
UNCHANGED232300%$929$937+$82026-10-21
Citigroup Inc
CLOSED0520-520-100%$21.0K$0-$21.0K2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED0184-184-100%$7.4K$0-$7.4K2026-10-29
Cerity Partners LLC
N/A—5,164,485-5,164,485-100%$208.7M———
Morgan Stanley
N/A—3,235,045-3,235,045-100%$130.7M———
Hartford Funds Management Co LLC
N/A—2,571,292-2,571,292-100%$103.9M———
Bank of America Corp
N/A—2,559,938-2,559,938-100%$103.4M———
Pathstone Holdings, LLC
N/A—1,776,976-1,776,976-100%$71.8M———
WCG Wealth Advisors LLC
N/A—1,773,405-1,773,405-100%$71.7M———
Intellus Advisors LLC
N/A—1,052,032-1,052,032-100%$42.5M———
Foster & Motley Inc
N/A—1,016,714-1,016,714-100%$41.1M———
Mariner, LLC
N/A—944,022-944,022-100%$38.1M———
Raymond James Financial Inc
N/A—925,808-925,808-100%$37.4M———
UBS Group AG
N/A—771,110-771,110-100%$31.2M———
Ameriprise Financial Inc
N/A—485,554-485,554-100%$19.6M———
Bearing Point Capital, LLC
N/A—457,926-457,926-100%$18.5M———
Private Advisor Group, LLC
N/A—439,216-439,216-100%$17.7M———
Captrust Financial Advisors
N/A—424,032-424,032-100%$17.1M———
Jones Financial Companies Lllp
N/A—417,097-417,097-100%$16.8M———
Cetera Investment Advisers
N/A—379,827-379,827-100%$15.3M———
Royal Bank of Canada
N/A—234,496-234,496-100%$9.5M———
&partners
N/A—180,696-180,696-100%$7.3M———
Stifel Financial Corp
N/A—115,207-115,207-100%$4.7M———
Wells Fargo & Company
N/A—103,657-103,657-100%$4.2M———
Wescap Management Group, Inc.
N/A—98,787-98,787-100%$4.0M———
Jane Street Group, LLC
N/A—97,775-97,775-100%$4.0M———
Steward Partners Investment Advisory, LLC
N/A—94,461-94,461-100%$3.8M———
Modern Wealth Management, LLC
N/A—86,176-86,176-100%$3.5M———
Vawter Financial, Ltd.
N/A—83,846-83,846-100%$3.4M———
NewEdge Advisors, LLC
N/A—80,000-80,000-100%$3.2M———
World Investment Advisors
N/A—75,502-75,502-100%$3.0M———
Envestnet Asset Management Inc
N/A—61,174-61,174-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—60,219-60,219-100%$2.4M———
Rockefeller Capital Management L.P.
N/A—51,539-51,539-100%$2.1M———
Equitable Holdings, Inc.
N/A—43,708-43,708-100%$1.8M———
HRT Financial LP
N/A—42,931-42,931-100%$1.7M———
Empirical Asset Management, LLC
N/A—41,112-41,112-100%$1.7M———
Crux Wealth Advisors
N/A—39,663-39,663-100%$1.6M———
Coldstream Capital Management Inc
N/A—35,355-35,355-100%$1.4M———
MAI Capital Management
N/A—35,257-35,257-100%$1.4M———
West Michigan Advisors, LLC
N/A—34,054-34,054-100%$1.4M———
AQR Capital Management LLC
N/A—25,121-25,121-100%$1.0M———
Ethos Financial Group, LLC
N/A—21,166-21,166-100%$872.7K———
Natixis Advisors, LLC
N/A—21,034-21,034-100%$850.0K———
HighTower Advisors, LLC
N/A—20,836-20,836-100%$842.0K———
Northwestern Mutual Wealth Management Co
N/A—18,727-18,727-100%$756.7K———
Osaic Holdings, Inc.
N/A—17,309-17,309-100%$699.5K———
Aptus Capital Advisors, LLC
N/A—16,235-16,235-100%$656.1K———
Guardian Wealth Advisors, LLC / NC
N/A—16,235-16,235-100%$656.1K———
MML Investors Services, LLC
N/A—15,803-15,803-100%$638.6K———
BlackRock, Inc.
N/A—14,995-14,995-100%$606.0K———
Principal Securities, Inc.
N/A—13,986-13,986-100%$565.2K———
UBS Asset Management Americas LLC
N/A—11,458-11,458-100%$463.0K———
Arkadios Wealth Advisors
N/A—10,777-10,777-100%$435.5K———
Brown Brothers Harriman & Co
N/A—10,227-10,227-100%$413.3K———
Cerity Partners Retirement Plan Advisors LLC
N/A—9,732-9,732-100%$393.3K———
JPMorgan Chase & Co
N/A—9,662-9,662-100%$390.7K———
Gotham Asset Management, LLC
N/A—8,799-8,799-100%$355.6K———
Mercer Global Advisors Inc
N/A—8,670-8,670-100%$350.4K———
Janney Montgomery Scott LLC
N/A—6,710-6,710-100%$271.0K———
FMR LLC
N/A—6,538-6,538-100%$264.2K———
Insigneo Advisory Services, LLC
N/A—6,497-6,497-100%$262.5K———
Sanctuary Advisors, LLC
N/A—6,455-6,455-100%$260.8K———
Yarger Wealth Strategies, LLC
N/A—6,303-6,303-100%$258.1K———
Western Wealth Management, LLC
N/A—6,079-6,079-100%$245.7K———
Kingsview Wealth Management, LLC
N/A—5,672-5,672-100%$229.2K———
Goldman Sachs Group Inc
N/A—5,235-5,235-100%$211.5K———
NorthRock Partners, LLC
N/A—5,108-5,108-100%$206.4K———
Global Retirement Partners, LLC
N/A—3,964-3,964-100%$160.2K———
Harbour Investments, Inc.
N/A—3,386-3,386-100%$136.8K———
Arax Advisory Partners
N/A—1,790-1,790-100%$72.3K———
GW&K Investment Management, LLC
N/A—724-724-100%$29.0K———
Vanguard Advisers Inc
N/A—617-617-100%$24.9K———
Highland Investment Advisors LLC
N/A—353-353-100%$14.2K———
Miller Capital Partners, Inc.
N/A—141-141-100%$5.7K———
Dunhill Financial, LLC
N/A—16-16-100%$646———
Showing 138 of 138 institutions