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Pacer Trendpilot 100 ETF (PTNQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,408,710 from 1,330,177
Change+78,533 (+6%)
Value$125.6M (+$7.7M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares425,994 from 422,014
Change+3,980 (+1%)
Value$38.0K (-$37.4M)
Filed 2026-11-02
Bullock Wealth Management Group
INCREASED
Shares115,878 from 99,592
Change+16,286 (+16%)
Value$10.4M (+$1.7M)
Filed 2026-10-09
Level Four Advisory Services, LLC
DECREASED
Shares114,452 from 117,178
Change-2,726 (-2%)
Value$10.2M (-$179.9K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares89,343 from 91,208
Change-1,865 (-2%)
Value$8.0M (-$117.1K)
Filed 2026-11-02
MY Wealth Management Inc.
DECREASED
Shares72,962 from 123,970
Change-51,008 (-41%)
Value$6.5M (-$4.5M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares66,185 from 65,941
Change+244 (+0%)
Value$5.9M (+$57.4K)
Filed 2026-11-02
MBL Wealth, LLC
DECREASED
Shares63,309 from 63,893
Change-584 (-1%)
Value$5.6M (-$17.6K)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares42,590 from 56,452
Change-13,862 (-25%)
Value$3.5M (-$1.5M)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares40,219 from 40,082
Change+137 (+0%)
Value$3.6M (+$33.9K)
Filed 2026-11-04
Moneco Advisors, LLC
DECREASED
Shares39,889 from 40,872
Change-983 (-2%)
Value$3.6M (-$65.6K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
NEW
Shares38,217
Change+38,217
Value$3.4M
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares33,494 from 37,168
Change-3,674 (-10%)
Value$3.0M (-$307.6K)
Filed 2026-11-04
Financial Management Network Inc
DECREASED
Shares31,783 from 33,867
Change-2,084 (-6%)
Value$2.9M (+$28.3K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
DECREASED
Shares27,256 from 28,926
Change-1,670 (-6%)
Value$2.4M (-$133.3K)
Filed 2026-10-16
Dedeker Financial LLC
DECREASED
Shares26,574 from 26,982
Change-408 (-2%)
Value$2.4M (-$21.8K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares19,539 from 21,301
Change-1,762 (-8%)
Value$1.7M (-$145.7K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,809 from 18,332
Change-523 (-3%)
Value$1.6M (+$1.7K)
Filed 2026-10-13
JBR Co Financial Management Inc
DECREASED
Shares16,315 from 16,704
Change-389 (-2%)
Value$1.4M (-$53.9K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares16,295 from 16,520
Change-225 (-1%)
Value$1.5M (-$11.1K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares15,642 from 15,467
Change+175 (+1%)
Value$1.4M (+$24.0K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares13,085 from 13,650
Change-565 (-4%)
Value$1.2M (-$43.0K)
Filed 2026-10-26
Unique Wealth, LLC
UNCHANGED
Shares12,913 from 12,913
Change0 (0%)
Value$1.2M (+$7.0K)
Filed 2026-10-16
Gimbal Financial
INCREASED
Shares12,522 from 8,572
Change+3,950 (+46%)
Value$1.1M (+$356.9K)
Filed 2026-10-19
Southland Equity Partners LLC
DECREASED
Shares12,080 from 12,085
Change-5 (0%)
Value$1.1M (+$6.1K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares11,719 from 11,971
Change-252 (-2%)
Value$1.0M (-$16.0K)
Filed 2026-10-28
Strategic Blueprint, LLC
INCREASED
Shares11,032 from 10,374
Change+658 (+6%)
Value$983.9K (+$64.3K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares10,619 from 11,112
Change-493 (-4%)
Value$935.5K (-$49.6K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares10,109 from 9,689
Change+420 (+4%)
Value$901.6K (+$42.7K)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
DECREASED
Shares9,660 from 9,785
Change-125 (-1%)
Value$861.6K (-$5.9K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares9,521 from 9,667
Change-146 (-2%)
Value$849.2K (-$7.8K)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares9,228 from 9,306
Change-78 (-1%)
Value$823.1K (-$1.9K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares9,223 from 9,346
Change-123 (-1%)
Value$822.6K (-$5.9K)
Filed 2026-11-06
Alchemi Wealth, LLC
DECREASED
Shares9,202 from 9,352
Change-150 (-2%)
Value$820.7K (-$8.3K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
DECREASED
Shares8,864 from 8,866
Change-2 (0%)
Value$790.8K (+$4.8K)
Filed 2026-10-27
Confluence Wealth Services, Inc.
DECREASED
Shares8,208 from 9,544
Change-1,336 (-14%)
Value$732.1K (-$114.0K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares7,098 from 6,523
Change+575 (+9%)
Value$633.1K (+$54.8K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares6,972 from 5,395
Change+1,577 (+29%)
Value$621.8K (+$143.6K)
Filed 2026-10-13
Legacy Trust
UNCHANGED
Shares6,683 from 6,683
Change0 (0%)
Value$555.7K (-$36.8K)
Filed 2026-11-06
Retirement Planning Group, LLC
DECREASED
Shares6,453 from 7,282
Change-829 (-11%)
Value$575.5K (-$70.0K)
Filed 2026-10-19
Private Trust Co NA
UNCHANGED
Shares6,075 from 6,075
Change0 (0%)
Value$541.8K (+$3.3K)
Filed 2026-10-20
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares5,858 from 5,712
Change+146 (+3%)
Value$522.5K (+$16.1K)
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares5,025 from 4,967
Change+58 (+1%)
Value$448.2K (+$7.9K)
Filed 2026-10-29
Money Concepts Capital Corp
INCREASED
Shares4,991 from 4,202
Change+789 (+19%)
Value$445.2K (+$72.6K)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares4,966 from 4,999
Change-33 (-1%)
Value$442.9K (-$243)
Filed 2026-10-21
Miramontes Capital, LLC
UNCHANGED
Shares4,897 from 4,897
Change0 (0%)
Value$436.8K (+$2.6K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares4,726 from 3,746
Change+980 (+26%)
Value$421.5K (+$89.4K)
Filed 2026-10-15
Family Office Research LLC
DECREASED
Shares4,669 from 6,311
Change-1,642 (-26%)
Value$416.5K (-$143.0K)
Filed 2026-10-14
Clark Asset Management, LLC
UNCHANGED
Shares4,478 from 4,478
Change0 (0%)
Value$399.4K (+$2.4K)
Filed 2026-10-19
Clarus Group, Inc.
UNCHANGED
Shares3,818 from 3,818
Change0 (0%)
Value$340.5K (+$2.1K)
Filed 2026-10-21
StoneX Group Inc.
NEW
Shares3,606
Change+3,606
Value$315.0K
Filed 2026-11-03
Bank of New York Mellon Corp
DECREASED
Shares3,555 from 4,933
Change-1,378 (-28%)
Value$317.1K (-$120.3K)
Filed 2026-11-05
SWS Partners
UNCHANGED
Shares3,515 from 3,515
Change0 (0%)
Value$313.5K (+$1.9K)
Filed 2026-10-26
Tompkins Financial Corp
NEW
Shares3,410
Change+3,410
Value$304.1K
Filed 2026-10-05
Mascagni Wealth Management, Inc.
UNCHANGED
Shares3,272 from 3,272
Change0 (0%)
Value$291.8K (+$1.8K)
Filed 2026-10-23
Stegent Equity Advisors, Inc.
UNCHANGED
Shares3,197 from 3,197
Change0 (0%)
Value$285.1K (+$1.7K)
Filed 2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED
Shares3,178 from 3,830
Change-652 (-17%)
Value$283.4K (-$56.1K)
Filed 2026-10-06
Jacobi Capital Management LLC
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$271.1K (+$1.6K)
Filed 2026-11-05
Keybank National Association
NEW
Shares2,833
Change+2,833
Value$252.7K
Filed 2026-11-04
Creative Planning
NEW
Shares2,750
Change+2,750
Value$245.3K
Filed 2026-11-02
Hegarty Advisors, LLC
UNCHANGED
Shares2,732 from 2,732
Change0 (0%)
Value$243.7K (+$1.5K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,700 from 1,400
Change+1,300 (+93%)
Value$240.8K (+$116.7K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares2,509 from 2,509
Change0 (0%)
Value$223.8K (+$1.4K)
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares2,465 from 2,465
Change0 (0%)
Value$219.9K (+$1.3K)
Filed 2026-10-27
Victory Financial Group, LLC
NEW
Shares2,323
Change+2,323
Value$207.2K
Filed 2026-10-27
Focused Alpha, LLC
DECREASED
Shares2,247 from 6,165
Change-3,918 (-64%)
Value$200.4K (-$346.1K)
Filed 2026-10-20
Quantum Financial Partners LLC
NEW
Shares2,243
Change+2,243
Value$200.0K
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares2,163 from 2,165
Change-2 (0%)
Value$192.9K (+$991)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$149.9K (+$907)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
DECREASED
Shares1,277 from 1,402
Change-125 (-9%)
Value$113.9K (-$10.4K)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$107.0K (+$648)
Filed 2026-10-01
Farther Finance Advisors, LLC
INCREASED
Shares1,129 from 686
Change+443 (+65%)
Value$100.7K (+$39.9K)
Filed 2026-10-08
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares1,052
Change+1,052
Value$93.8K
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$89.1K (+$539)
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares879 from 879
Change0 (0%)
Value$78.4K (+$475)
Filed 2026-10-23
Midwest Capital Advisors, LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$76.5K (+$463)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares795
Change+795
Value$70.9K
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$61.7K (+$373)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$59.1K ($0)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares619 from 599
Change+20 (+3%)
Value$55.2K (+$2.1K)
Filed 2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$53.5K (+$324)
Filed 2026-10-28
Towne Trust Company, N.a
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$40.3K (+$244)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares265
Change+265
Value$23.7K
Filed 2026-10-27
Gamma Investing LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.1K (+$43)
Filed 2026-10-08
GK Wealth Management LLC
NEW
Shares30
Change+30
Value$2.7K
Filed 2026-10-09
Advisor Resource Council
CLOSED
Shares0 from 11,125
Change-11,125 (-100%)
Value$0 (-$986.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,394
Change-1,394 (-100%)
Value$0 (-$121.9K)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$47.0K)
Filed 2026-11-04
Balentine LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$14.9K)
Filed 2026-11-03
Raymond James Financial Inc
N/A
Shares— from 1,010,716
Change-1,010,716 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 882,447
Change-882,447 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 881,718
Change-881,718 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 505,099
Change-505,099 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 448,548
Change-448,548 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 266,942
Change-266,942 (-100%)
Value—
UBS Group AG
N/A
Shares— from 212,251
Change-212,251 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 190,230
Change-190,230 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 158,702
Change-158,702 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 150,030
Change-150,030 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 148,597
Change-148,597 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 145,423
Change-145,423 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 130,523
Change-130,523 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 129,221
Change-129,221 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 66,984
Change-66,984 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 58,881
Change-58,881 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 56,625
Change-56,625 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 53,629
Change-53,629 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 45,505
Change-45,505 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 43,254
Change-43,254 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 41,564
Change-41,564 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 39,813
Change-39,813 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,532
Change-37,532 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 37,480
Change-37,480 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 36,578
Change-36,578 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 33,381
Change-33,381 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 30,606
Change-30,606 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 23,753
Change-23,753 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,614
Change-19,614 (-100%)
Value—
&partners
N/A
Shares— from 17,676
Change-17,676 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,306
Change-17,306 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,975
Change-15,975 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,294
Change-14,294 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,493
Change-12,493 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,472
Change-12,472 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,063
Change-12,063 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,105
Change-10,105 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 9,988
Change-9,988 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 9,883
Change-9,883 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,452
Change-8,452 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 8,253
Change-8,253 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,527
Change-7,527 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,404
Change-6,404 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,046
Change-6,046 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,975
Change-5,975 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,794
Change-3,794 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 927
Change-927 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 607
Change-607 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 237
Change-237 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,408,7101,330,177+78,533+6%$117.9M$125.6M+$7.7M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED425,994422,014+3,980+1%$37.4M$38.0K-$37.4M2026-11-02
Bullock Wealth Management Group
INCREASED115,87899,592+16,286+16%$8.7M$10.4M+$1.7M2026-10-09
Level Four Advisory Services, LLC
DECREASED114,452117,178-2,726-2%$10.4M$10.2M-$179.9K2026-11-06
Commonwealth Equity Services, LLC
DECREASED89,34391,208-1,865-2%$8.1M$8.0M-$117.1K2026-11-02
MY Wealth Management Inc.
DECREASED72,962123,970-51,008-41%$11.0M$6.5M-$4.5M2026-10-21
Kestra Advisory Services, LLC
INCREASED66,18565,941+244+0%$5.8M$5.9M+$57.4K2026-11-02
MBL Wealth, LLC
DECREASED63,30963,893-584-1%$5.7M$5.6M-$17.6K2026-10-22
Prospera Financial Services Inc
DECREASED42,59056,452-13,862-25%$5.0M$3.5M-$1.5M2026-11-04
Creative Financial Designs Inc
INCREASED40,21940,082+137+0%$3.6M$3.6M+$33.9K2026-11-04
Moneco Advisors, LLC
DECREASED39,88940,872-983-2%$3.6M$3.6M-$65.6K2026-11-05
Ashton Thomas Securities, LLC
NEW38,217—+38,217——$3.4M—2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED33,49437,168-3,674-10%$3.3M$3.0M-$307.6K2026-11-04
Financial Management Network Inc
DECREASED31,78333,867-2,084-6%$2.8M$2.9M+$28.3K2026-10-09
Concurrent Investment Advisors, LLC
DECREASED27,25628,926-1,670-6%$2.6M$2.4M-$133.3K2026-10-16
Dedeker Financial LLC
DECREASED26,57426,982-408-2%$2.4M$2.4M-$21.8K2026-10-23
Truist Financial Corp
DECREASED19,53921,301-1,762-8%$1.9M$1.7M-$145.7K2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED17,80918,332-523-3%$1.6M$1.6M+$1.7K2026-10-13
JBR Co Financial Management Inc
DECREASED16,31516,704-389-2%$1.5M$1.4M-$53.9K2026-10-13
Mather Group, Llc.
DECREASED16,29516,520-225-1%$1.5M$1.5M-$11.1K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED15,64215,467+175+1%$1.4M$1.4M+$24.0K2026-11-05
Oppenheimer & Co Inc
DECREASED13,08513,650-565-4%$1.2M$1.2M-$43.0K2026-10-26
Unique Wealth, LLC
UNCHANGED12,91312,91300%$1.1M$1.2M+$7.0K2026-10-16
Gimbal Financial
INCREASED12,5228,572+3,950+46%$759.9K$1.1M+$356.9K2026-10-19
Southland Equity Partners LLC
DECREASED12,08012,085-50%$1.1M$1.1M+$6.1K2026-10-14
Clear Creek Financial Management, LLC
DECREASED11,71911,971-252-2%$1.1M$1.0M-$16.0K2026-10-28
Strategic Blueprint, LLC
INCREASED11,03210,374+658+6%$919.6K$983.9K+$64.3K2026-10-22
Sigma Planning Corp
DECREASED10,61911,112-493-4%$985.1K$935.5K-$49.6K2026-10-23
XML Financial, LLC
INCREASED10,1099,689+420+4%$859.0K$901.6K+$42.7K2026-10-29
Tcfg Investment Advisors, LLC
DECREASED9,6609,785-125-1%$867.5K$861.6K-$5.9K2026-10-20
Fifth Third Bancorp
DECREASED9,5219,667-146-2%$857.0K$849.2K-$7.8K2026-11-05
Integrity Alliance, Llc.
DECREASED9,2289,306-78-1%$825.0K$823.1K-$1.9K2026-10-29
Kestra Private Wealth Services, LLC
DECREASED9,2239,346-123-1%$828.5K$822.6K-$5.9K2026-11-06
Alchemi Wealth, LLC
DECREASED9,2029,352-150-2%$829.1K$820.7K-$8.3K2026-11-04
Tortuga Wealth Management, Inc
DECREASED8,8648,866-20%$786.0K$790.8K+$4.8K2026-10-27
Confluence Wealth Services, Inc.
DECREASED8,2089,544-1,336-14%$846.1K$732.1K-$114.0K2026-11-05
IFP Advisors, Inc
INCREASED7,0986,523+575+9%$578.3K$633.1K+$54.8K2026-10-16
Independent Financial Group, LLC
INCREASED6,9725,395+1,577+29%$478.3K$621.8K+$143.6K2026-10-13
Legacy Trust
UNCHANGED6,6836,68300%$592.4K$555.7K-$36.8K2026-11-06
Retirement Planning Group, LLC
DECREASED6,4537,282-829-11%$645.5K$575.5K-$70.0K2026-10-19
Private Trust Co NA
UNCHANGED6,0756,07500%$538.5K$541.8K+$3.3K2026-10-20
Gaddis Premier Wealth Advisors LLC
INCREASED5,8585,712+146+3%$506.4K$522.5K+$16.1K2026-10-29
Signature Equity Partners, LLC
INCREASED5,0254,967+58+1%$440.3K$448.2K+$7.9K2026-10-29
Money Concepts Capital Corp
INCREASED4,9914,202+789+19%$372.5K$445.2K+$72.6K2026-11-06
Assetmark, Inc
DECREASED4,9664,999-33-1%$443.2K$442.9K-$2432026-10-21
Miramontes Capital, LLC
UNCHANGED4,8974,89700%$434.1K$436.8K+$2.6K2026-10-19
HBW Advisory Services LLC
INCREASED4,7263,746+980+26%$332.1K$421.5K+$89.4K2026-10-15
Family Office Research LLC
DECREASED4,6696,311-1,642-26%$559.5K$416.5K-$143.0K2026-10-14
Clark Asset Management, LLC
UNCHANGED4,4784,47800%$397.0K$399.4K+$2.4K2026-10-19
Clarus Group, Inc.
UNCHANGED3,8183,81800%$338.5K$340.5K+$2.1K2026-10-21
StoneX Group Inc.
NEW3,606—+3,606——$315.0K—2026-11-03
Bank of New York Mellon Corp
DECREASED3,5554,933-1,378-28%$437.3K$317.1K-$120.3K2026-11-05
SWS Partners
UNCHANGED3,5153,51500%$311.6K$313.5K+$1.9K2026-10-26
Tompkins Financial Corp
NEW3,410—+3,410——$304.1K—2026-10-05
Mascagni Wealth Management, Inc.
UNCHANGED3,2723,27200%$290.1K$291.8K+$1.8K2026-10-23
Stegent Equity Advisors, Inc.
UNCHANGED3,1973,19700%$283.4K$285.1K+$1.7K2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED3,1783,830-652-17%$339.5K$283.4K-$56.1K2026-10-06
Jacobi Capital Management LLC
UNCHANGED3,0403,04000%$269.5K$271.1K+$1.6K2026-11-05
Keybank National Association
NEW2,833—+2,833——$252.7K—2026-11-04
Creative Planning
NEW2,750—+2,750——$245.3K—2026-11-02
Hegarty Advisors, LLC
UNCHANGED2,7322,73200%$242.2K$243.7K+$1.5K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED2,7001,400+1,300+93%$124.1K$240.8K+$116.7K2026-11-03
Cyndeo Wealth Partners, LLC
UNCHANGED2,5092,50900%$222.4K$223.8K+$1.4K2026-10-16
Parkside Financial Bank & Trust
UNCHANGED2,4652,46500%$218.6K$219.9K+$1.3K2026-10-27
Victory Financial Group, LLC
NEW2,323—+2,323——$207.2K—2026-10-27
Focused Alpha, LLC
DECREASED2,2476,165-3,918-64%$546.5K$200.4K-$346.1K2026-10-20
Quantum Financial Partners LLC
NEW2,243—+2,243——$200.0K—2026-10-19
Lanark Financial, Inc.
DECREASED2,1632,165-20%$191.9K$192.9K+$9912026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED1,6811,68100%$149.0K$149.9K+$9072026-11-04
Silver Grove Financial Group, Inc.
DECREASED1,2771,402-125-9%$124.3K$113.9K-$10.4K2026-11-05
Noble Wealth Management PBC
UNCHANGED1,2001,20000%$106.4K$107.0K+$6482026-10-01
Farther Finance Advisors, LLC
INCREASED1,129686+443+65%$60.9K$100.7K+$39.9K2026-10-08
Virginia Estate & Retirement Planning Advisors Inc.
NEW1,052—+1,052——$93.8K—2026-10-14
Larson Financial Group LLC
UNCHANGED99999900%$88.6K$89.1K+$5392026-11-05
Register Financial Advisors LLC
UNCHANGED87987900%$77.9K$78.4K+$4752026-10-23
Midwest Capital Advisors, LLC
UNCHANGED85885800%$76.1K$76.5K+$4632026-11-04
Root Financial Partners, LLC
NEW795—+795——$70.9K—2026-10-21
Trust Co of Vermont
UNCHANGED69269200%$61.3K$61.7K+$3732026-10-21
Allworth Financial LP
UNCHANGED66766700%$59.1K$59.1K$02026-11-06
CoreCap Advisors, LLC
INCREASED619599+20+3%$53.1K$55.2K+$2.1K2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED60060000%$53.2K$53.5K+$3242026-10-28
Towne Trust Company, N.a
UNCHANGED45245200%$40.1K$40.3K+$2442026-10-28
Latitude Advisors, LLC
NEW265—+265——$23.7K—2026-10-27
Gamma Investing LLC
UNCHANGED808000%$7.1K$7.1K+$432026-10-08
GK Wealth Management LLC
NEW30—+30——$2.7K—2026-10-09
Advisor Resource Council
CLOSED011,125-11,125-100%$986.3K$0-$986.3K2026-11-05
International Assets Investment Management, LLC
CLOSED01,394-1,394-100%$121.9K$0-$121.9K2026-11-02
Citigroup Inc
CLOSED0530-530-100%$47.0K$0-$47.0K2026-11-04
Balentine LLC
CLOSED0168-168-100%$14.9K$0-$14.9K2026-11-03
Raymond James Financial Inc
N/A—1,010,716-1,010,716-100%$89.6M———
Bank of America Corp
N/A—882,447-882,447-100%$78.2M———
Morgan Stanley
N/A—881,718-881,718-100%$78.2M———
Wells Fargo & Company
N/A—505,099-505,099-100%$44.8M———
Cetera Investment Advisers
N/A—448,548-448,548-100%$39.8M———
One Capital Management, LLC
N/A—266,942-266,942-100%$19.5M———
UBS Group AG
N/A—212,251-212,251-100%$18.8M———
Geneos Wealth Management Inc.
N/A—190,230-190,230-100%$16.9M———
NewEdge Advisors, LLC
N/A—158,702-158,702-100%$14.1M———
Osaic Holdings, Inc.
N/A—150,030-150,030-100%$13.3M———
Royal Bank of Canada
N/A—148,597-148,597-100%$13.2M———
Pacer Advisors, Inc.
N/A—145,423-145,423-100%$12.9M———
Rockefeller Capital Management L.P.
N/A—130,523-130,523-100%$11.6M———
Steward Partners Investment Advisory, LLC
N/A—129,221-129,221-100%$11.5M———
Envestnet Asset Management Inc
N/A—66,984-66,984-100%$5.9M———
Stifel Financial Corp
N/A—58,881-58,881-100%$5.2M———
Aft, Forsyth & Sober, LLC
N/A—56,625-56,625-100%$4.1M———
Private Advisor Group, LLC
N/A—53,629-53,629-100%$4.8M———
ODonnell Financial Services, LLC
N/A—45,505-45,505-100%$4.0M———
Western Wealth Management, LLC
N/A—43,254-43,254-100%$3.8M———
Vienna Asset Management LLC
N/A—41,564-41,564-100%$3.7M———
Janney Montgomery Scott LLC
N/A—39,813-39,813-100%$3.5M———
Sanctuary Advisors, LLC
N/A—37,532-37,532-100%$3.3M———
Empirical Finance, LLC
N/A—37,480-37,480-100%$3.3M———
Citadel Advisors LLC
N/A—36,578-36,578-100%$3.2M———
MML Investors Services, LLC
N/A—33,381-33,381-100%$3.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—30,606-30,606-100%$2.7M———
Proactive Wealth Strategies LLC
N/A—23,753-23,753-100%$2.1M———
Stratos Wealth Partners, Ltd.
N/A—19,614-19,614-100%$1.7M———
&partners
N/A—17,676-17,676-100%$1.6M———
Susquehanna International Group, LLP
N/A—17,306-17,306-100%$1.5M———
Harbour Investments, Inc.
N/A—15,975-15,975-100%$1.4M———
BFC Planning, Inc.
N/A—14,294-14,294-100%$1.3M———
Arkadios Wealth Advisors
N/A—12,493-12,493-100%$1.1M———
Equitable Holdings, Inc.
N/A—12,472-12,472-100%$1.1M———
HRT Financial LP
N/A—12,063-12,063-100%$1.1M———
Ameriprise Financial Inc
N/A—10,445-10,445-100%$926.0K———
HighTower Advisors, LLC
N/A—10,105-10,105-100%$895.8K———
Oder Investment Management, LLC
N/A—9,988-9,988-100%$885.4K———
Regatta Research & Money Management
N/A—9,883-9,883-100%$869.7K———
Jones Financial Companies Lllp
N/A—8,571-8,571-100%$733.0K———
HighPoint Advisor Group LLC
N/A—8,452-8,452-100%$749.3K———
Camarda Financial Advisors, LLC
N/A—8,253-8,253-100%$731.6K———
Jane Street Group, LLC
N/A—7,527-7,527-100%$667.3K———
Stratos Wealth Advisors, LLC
N/A—7,275-7,275-100%$644.9K———
Hilltop Holdings Inc.
N/A—6,404-6,404-100%$567.7K———
Silver OAK Securities, Incorporated
N/A—6,206-6,206-100%$550.1K———
Ameritas Advisory Services, LLC
N/A—6,046-6,046-100%$536.0K———
Xcelsior Advisor Partners LLC
N/A—5,975-5,975-100%$529.7K———
Belpointe Asset Management LLC
N/A—5,417-5,417-100%$480.3K———
Thoroughbred Financial Services, LLC
N/A—5,342-5,342-100%$473.0K———
Sequoia Financial Advisors, LLC
N/A—5,135-5,135-100%$455.2K———
Insigneo Advisory Services, LLC
N/A—4,261-4,261-100%$377.7K———
Focus Partners Wealth
N/A—3,926-3,926-100%$348.1K———
FMR LLC
N/A—3,893-3,893-100%$345.1K———
Aptus Capital Advisors, LLC
N/A—3,818-3,818-100%$338.5K———
Wealthspire Retirement, LLC
N/A—3,794-3,794-100%$336.3K———
CreativeOne Wealth, LLC
N/A—3,737-3,737-100%$331.3K———
Bank of Montreal
N/A—3,665-3,665-100%$324.9K———
Focus Partners Advisor Solutions, LLC
N/A—3,589-3,589-100%$318.2K———
JPMorgan Chase & Co
N/A—3,392-3,392-100%$296.4K———
Baird Financial Group, Inc.
N/A—3,358-3,358-100%$297.7K———
Ameriflex Group, Inc.
N/A—3,215-3,215-100%$285.0K———
Calton & Associates, Inc.
N/A—3,165-3,165-100%$280.5K———
Mutual Advisors, LLC
N/A—2,980-2,980-100%$264.2K———
Trustmark Bank Trust Department
N/A—2,927-2,927-100%$259.5K———
QRG Capital Management, Inc.
N/A—2,858-2,858-100%$253.4K———
Tyche Wealth Partners LLC
N/A—2,799-2,799-100%$248.1K———
IHT Wealth Management, LLC
N/A—2,685-2,685-100%$238.0K———
Pursuit Wealth Strategies, LLC
N/A—2,613-2,613-100%$231.7K———
Argent Trust Co
N/A—2,477-2,477-100%$219.6K———
Flow Traders U.S. LLC
N/A—2,360-2,360-100%$209.0K———
Foundations Investment Advisors, LLC
N/A—2,348-2,348-100%$208.2K———
Pinnacle Financial Partners, Inc.
N/A—2,326-2,326-100%$206.2K———
Northern Trust Corp
N/A—2,322-2,322-100%$205.8K———
Huntington National Bank
N/A—2,000-2,000-100%$177.3K———
Keating Financial Advisory Services, Inc.
N/A—1,756-1,756-100%$155.7K———
Continuum Advisory, LLC
N/A—1,059-1,059-100%$93.9K———
AE Wealth Management LLC
N/A—1,056-1,056-100%$93.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—927-927-100%$82.2K———
Northwestern Mutual Wealth Management Co
N/A—607-607-100%$53.8K———
Arax Advisory Partners
N/A—237-237-100%$21.0K———
Global Retirement Partners, LLC
N/A—14-14-100%$1.2K———
Vanguard National Trust Co
N/A—1-1-100%$89———
Showing 173 of 173 institutions