Proshrs RSL 2000 DVD GRW ETF (SMDV)

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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Capital Investment Advisors, LLC

DECREASED

Shares390,840 from 395,360

Change-4,520 (-1%)

Value$28.0M (-$2.4M)

Filed 2026-10-22

Toth Financial Advisory Corp

DECREASED

Shares183,739 from 187,697

Change-3,958 (-2%)

Value$13.2M (-$1.3M)

Filed 2026-10-08

Arlington Trust Co LLC

INCREASED

Shares130,072 from 126,427

Change+3,645 (+3%)

Value$9.3M (-$409.9K)

Filed 2026-10-20

Landmark Wealth Management, LLC

INCREASED

Shares68,193 from 67,861

Change+332 (+0%)

Value$4.9M (-$336.5K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares54,441 from 60,212

Change-5,771 (-10%)

Value$3.9K (-$4.6M)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares39,222 from 76,536

Change-37,314 (-49%)

Value$2.8M (-$3.1M)

Filed 2026-10-30

Commonwealth Equity Services, LLC

DECREASED

Shares34,478 from 35,270

Change-792 (-2%)

Value$2.5M (-$244.1K)

Filed 2026-11-02

United Advisor Group, LLC

DECREASED

Shares30,935 from 32,426

Change-1,491 (-5%)

Value$2.2M (-$279.1K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares26,034 from 22,857

Change+3,177 (+14%)

Value$1.9M (+$132.2K)

Filed 2026-10-13

New England Private Wealth Advisors LLC

DECREASED

Shares25,673 from 30,197

Change-4,524 (-15%)

Value$1.8M (-$505.4K)

Filed 2026-10-19

Parcion Private Wealth LLC

UNCHANGED

Shares24,893 from 24,893

Change0 (0%)

Value$1.8M (-$132.2K)

Filed 2026-10-28

United Asset Strategies, Inc.

INCREASED

Shares18,990 from 18,624

Change+366 (+2%)

Value$1.4M (-$72.6K)

Filed 2026-10-28

Compass Financial Management LLC

DECREASED

Shares16,984 from 17,537

Change-553 (-3%)

Value$1.2M (-$132.8K)

Filed 2026-10-30

Trueblood Wealth Management, LLC

DECREASED

Shares15,498 from 15,610

Change-112 (-1%)

Value$1.1M (-$90.9K)

Filed 2026-10-23

Wedbush Securities Inc

INCREASED

Shares14,232 from 14,191

Change+41 (+0%)

Value$1.0K (-$1.1M)

Filed 2026-10-22

Northwest Financial Advisors

INCREASED

Shares9,680 from 9,668

Change+12 (+0%)

Value$694.2K (-$50.5K)

Filed 2026-10-27

Davenport & Co LLC

INCREASED

Shares8,629 from 5,239

Change+3,390 (+65%)

Value$618.9K (+$215.3K)

Filed 2026-10-14

Dynamic Advisor Solutions LLC

DECREASED

Shares7,695 from 7,970

Change-275 (-3%)

Value$551.9K (-$62.0K)

Filed 2026-10-13

Anson Capital, Inc.

INCREASED

Shares7,133 from 6,460

Change+673 (+10%)

Value$511.5K (+$14.0K)

Filed 2026-10-23

Primoris Wealth Advisors, LLC

NEW

Shares7,076

Change+7,076

Value$511.1K

Filed 2026-10-28

Lewis Asset Management, LLC

DECREASED

Shares6,266 from 6,491

Change-225 (-3%)

Value$449.4K (-$50.6K)

Filed 2026-10-14

Total Clarity Wealth Management, Inc.

INCREASED

Shares6,009 from 5,887

Change+122 (+2%)

Value$431.0K (-$22.5K)

Filed 2026-10-26

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$430.3K (-$31.9K)

Filed 2026-10-16

Creekside Partners

INCREASED

Shares5,499 from 5,497

Change+2 (+0%)

Value$394.4K (-$29.0K)

Filed 2026-11-04

CFS Investment Advisory Services, LLC

DECREASED

Shares5,330 from 5,475

Change-145 (-3%)

Value$387.4K (-$34.2K)

Filed 2026-10-19

Gilpin Wealth Management, LLC

UNCHANGED

Shares5,136 from 5,136

Change0 (0%)

Value$368.4K (-$27.3K)

Filed 2026-10-09

B. Riley Wealth Advisors, Inc.

DECREASED

Shares5,121 from 5,148

Change-27 (-1%)

Value$367.3K (-$29.0K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares5,060 from 4,598

Change+462 (+10%)

Value$362.9K (+$8.7K)

Filed 2026-11-02

Kraematon Investment Advisors, Inc

DECREASED

Shares4,636 from 4,898

Change-262 (-5%)

Value$332.5K (-$44.8K)

Filed 2026-11-02

Integrity Alliance, Llc.

INCREASED

Shares4,488 from 4,485

Change+3 (+0%)

Value$321.9K (-$23.6K)

Filed 2026-10-29

Bay Capital Advisors, LLC

UNCHANGED

Shares4,400 from 4,400

Change0 (0%)

Value$315.6K (-$23.4K)

Filed 2026-10-16

Acorn Wealth Advisors, LLC

INCREASED

Shares4,271 from 4,255

Change+16 (+0%)

Value$306.3K (-$21.4K)

Filed 2026-10-19

Heritage Wealth Management, Inc.

UNCHANGED

Shares4,149 from 4,149

Change0 (0%)

Value$297.6K (-$22.0K)

Filed 2026-10-28

WBI Investments, LLC

DECREASED

Shares4,145 from 4,241

Change-96 (-2%)

Value$297.3K (-$29.4K)

Filed 2026-11-05

Mlp3, LLC

NEW

Shares4,120

Change+4,120

Value$295.5K

Filed 2026-10-22

Redwood Financial Network Corp

INCREASED

Shares4,043 from 3,939

Change+104 (+3%)

Value$289.9K (-$13.5K)

Filed 2026-11-03

Wesbanco Bank Inc

UNCHANGED

Shares3,934 from 3,934

Change0 (0%)

Value$282.1K (-$20.9K)

Filed 2026-11-04

Atlas Brown,Inc.

DECREASED

Shares3,510 from 3,534

Change-24 (-1%)

Value$251.7K (-$20.5K)

Filed 2026-10-09

KPP Advisory Services LLC

DECREASED

Shares3,369 from 3,404

Change-35 (-1%)

Value$241.6K (-$20.6K)

Filed 2026-10-26

Pinnacle Associates LTD

NEW

Shares3,133

Change+3,133

Value$224.7K

Filed 2026-10-20

Citigroup Inc

DECREASED

Shares3,120 from 3,381

Change-261 (-8%)

Value$223.8K (-$36.7K)

Filed 2026-11-04

Atria Investments, Inc

INCREASED

Shares2,815 from 2,664

Change+151 (+6%)

Value$201.9K (-$3.3K)

Filed 2026-10-15

Gen-Wealth Partners Inc

DECREASED

Shares2,431 from 7,565

Change-5,134 (-68%)

Value$174.3K (-$408.4K)

Filed 2026-11-04

Harbor Investment Advisory, LLC

UNCHANGED

Shares2,280 from 2,280

Change0 (0%)

Value$163.5K (-$12.1K)

Filed 2026-10-13

Capital Advisors, Ltd. LLC

INCREASED

Shares1,757 from 1,754

Change+3 (+0%)

Value$126 (-$9)

Filed 2026-10-27

Blue Trust, Inc.

UNCHANGED

Shares1,070 from 1,070

Change0 (0%)

Value$76.7K (-$5.7K)

Filed 2026-10-15

Ameliora Wealth Management Ltd.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$35.9K (-$2.7K)

Filed 2026-10-23

Ascentis Independent Advisors

NEW

Shares392

Change+392

Value$28.1K

Filed 2026-11-03

Mainstream Capital Management LLC

NEW

Shares369

Change+369

Value$26.5K

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares292 from 28

Change+264 (+943%)

Value$20.9K (+$18.8K)

Filed 2026-10-08

Sunrise Financial Services, LLC

UNCHANGED

Shares272 from 272

Change0 (0%)

Value$19.5K (-$1.4K)

Filed 2026-10-21

Assetmark, Inc

INCREASED

Shares161 from 3

Change+158 (+5267%)

Value$11.5K (+$11.3K)

Filed 2026-10-21

Spire Wealth Management

INCREASED

Shares111 from 110

Change+1 (+1%)

Value$8.0K (-$541)

Filed 2026-10-30

Lanark Financial, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$7.2K (-$531)

Filed 2026-10-26

Private Trust Co NA

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$6.4K (-$473)

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares57

Change+57

Value$4.1K

Filed 2026-10-21

Simplex Trading, LLC

NEW

Shares50

Change+50

Value$3.6K

Filed 2026-11-04

GK Wealth Management LLC

NEW

Shares17

Change+17

Value$1.2K

Filed 2026-10-09

First Heartland Consultants, Inc.

CLOSED

Shares0 from 2,832

Change-2,832 (-100%)

Value$0 (-$218.1K)

Filed 2026-10-08

Wealthcare Capital Partners, LLC

CLOSED

Shares0 from 2,618

Change-2,618 (-100%)

Value$0 (-$201.7K)

Filed 2026-10-21

International Assets Investment Management, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$1.2K)

Filed 2026-11-02

Morgan Stanley

N/A

Shares— from 914,888

Change-914,888 (-100%)

Value—

UBS Group AG

N/A

Shares— from 432,214

Change-432,214 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 321,080

Change-321,080 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 284,372

Change-284,372 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 276,290

Change-276,290 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 254,825

Change-254,825 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 186,954

Change-186,954 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 134,083

Change-134,083 (-100%)

Value—

&partners

N/A

Shares— from 115,635

Change-115,635 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 59,646

Change-59,646 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 59,144

Change-59,144 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 54,810

Change-54,810 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 53,185

Change-53,185 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 51,872

Change-51,872 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 41,104

Change-41,104 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 35,289

Change-35,289 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 34,857

Change-34,857 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,112

Change-33,112 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 32,100

Change-32,100 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 31,780

Change-31,780 (-100%)

Value—

Jacobi Capital Management LLC

N/A

Shares— from 27,854

Change-27,854 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 22,151

Change-22,151 (-100%)

Value—

ForthRight Wealth Management, LLC

N/A

Shares— from 18,354

Change-18,354 (-100%)

Value—

Nations Financial Group Inc,

N/A

Shares— from 18,047

Change-18,047 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 17,343

Change-17,343 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 17,050

Change-17,050 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 16,329

Change-16,329 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 15,830

Change-15,830 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 13,854

Change-13,854 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 13,603

Change-13,603 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,915

Change-12,915 (-100%)

Value—

Royal Capital Wealth Management, LLC

N/A

Shares— from 12,498

Change-12,498 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 12,138

Change-12,138 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 11,404

Change-11,404 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,336

Change-10,336 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 9,912

Change-9,912 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,466

Change-7,466 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 6,745

Change-6,745 (-100%)

Value—

Blair William & Co

N/A

Shares— from 6,106

Change-6,106 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 5,252

Change-5,252 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,890

Change-4,890 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,676

Change-4,676 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,381

Change-4,381 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 4,291

Change-4,291 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 4,207

Change-4,207 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 4,198

Change-4,198 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 3,896

Change-3,896 (-100%)

Value—

Legacy Trust

N/A

Shares— from 3,880

Change-3,880 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 3,749

Change-3,749 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 3,700

Change-3,700 (-100%)

Value—

J.W. Cole Advisors, Inc.

N/A

Shares— from 3,626

Change-3,626 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,487

Change-3,487 (-100%)

Value—

Jackson, Grant Investment Advisers, Inc.

N/A

Shares— from 3,444

Change-3,444 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 3,227

Change-3,227 (-100%)

Value—

MWA Asset Management

N/A

Shares— from 3,221

Change-3,221 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 3,205

Change-3,205 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 2,926

Change-2,926 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 2,886

Change-2,886 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 2,627

Change-2,627 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,111

Change-2,111 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,312

Change-1,312 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 1,283

Change-1,283 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,169

Change-1,169 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 1,135

Change-1,135 (-100%)

Value—

US Bancorp \de\

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 976

Change-976 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 790

Change-790 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 735

Change-735 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 735

Change-735 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 622

Change-622 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 573

Change-573 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 445

Change-445 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 281

Change-281 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 248

Change-248 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 222

Change-222 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 167

Change-167 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 165

Change-165 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 140

Change-140 (-100%)

Value—

Paladin Advisory Group, LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 99

Change-99 (-100%)

Value—

Rexford Capital Inc

N/A

Shares— from 64

Change-64 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 30

Change-30 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
Capital Investment Advisors, LLC	DECREASED	390,840	395,360	-4,520	-1%	$30.5M	$28.0M	-$2.4M	2026-10-22
Toth Financial Advisory Corp	DECREASED	183,739	187,697	-3,958	-2%	$14.5M	$13.2M	-$1.3M	2026-10-08
Arlington Trust Co LLC	INCREASED	130,072	126,427	+3,645	+3%	$9.7M	$9.3M	-$409.9K	2026-10-20
Landmark Wealth Management, LLC	INCREASED	68,193	67,861	+332	+0%	$5.2M	$4.9M	-$336.5K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	54,441	60,212	-5,771	-10%	$4.6M	$3.9K	-$4.6M	2026-11-02
Truist Financial Corp	DECREASED	39,222	76,536	-37,314	-49%	$5.9M	$2.8M	-$3.1M	2026-10-30
Commonwealth Equity Services, LLC	DECREASED	34,478	35,270	-792	-2%	$2.7M	$2.5M	-$244.1K	2026-11-02
United Advisor Group, LLC	DECREASED	30,935	32,426	-1,491	-5%	$2.5M	$2.2M	-$279.1K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	26,034	22,857	+3,177	+14%	$1.8M	$1.9M	+$132.2K	2026-10-13
New England Private Wealth Advisors LLC	DECREASED	25,673	30,197	-4,524	-15%	$2.3M	$1.8M	-$505.4K	2026-10-19
Parcion Private Wealth LLC	UNCHANGED	24,893	24,893	0	0%	$1.9M	$1.8M	-$132.2K	2026-10-28
United Asset Strategies, Inc.	INCREASED	18,990	18,624	+366	+2%	$1.4M	$1.4M	-$72.6K	2026-10-28
Compass Financial Management LLC	DECREASED	16,984	17,537	-553	-3%	$1.4M	$1.2M	-$132.8K	2026-10-30
Trueblood Wealth Management, LLC	DECREASED	15,498	15,610	-112	-1%	$1.2M	$1.1M	-$90.9K	2026-10-23
Wedbush Securities Inc	INCREASED	14,232	14,191	+41	+0%	$1.1M	$1.0K	-$1.1M	2026-10-22
Northwest Financial Advisors	INCREASED	9,680	9,668	+12	+0%	$744.7K	$694.2K	-$50.5K	2026-10-27
Davenport & Co LLC	INCREASED	8,629	5,239	+3,390	+65%	$403.5K	$618.9K	+$215.3K	2026-10-14
Dynamic Advisor Solutions LLC	DECREASED	7,695	7,970	-275	-3%	$613.9K	$551.9K	-$62.0K	2026-10-13
Anson Capital, Inc.	INCREASED	7,133	6,460	+673	+10%	$497.6K	$511.5K	+$14.0K	2026-10-23
Primoris Wealth Advisors, LLC	NEW	7,076	—	+7,076	—	—	$511.1K	—	2026-10-28
Lewis Asset Management, LLC	DECREASED	6,266	6,491	-225	-3%	$500.0K	$449.4K	-$50.6K	2026-10-14
Total Clarity Wealth Management, Inc.	INCREASED	6,009	5,887	+122	+2%	$453.5K	$431.0K	-$22.5K	2026-10-26
Pension & Wealth Management Advisors, Inc.	UNCHANGED	6,000	6,000	0	0%	$462.2K	$430.3K	-$31.9K	2026-10-16
Creekside Partners	INCREASED	5,499	5,497	+2	+0%	$423.4K	$394.4K	-$29.0K	2026-11-04
CFS Investment Advisory Services, LLC	DECREASED	5,330	5,475	-145	-3%	$421.6K	$387.4K	-$34.2K	2026-10-19
Gilpin Wealth Management, LLC	UNCHANGED	5,136	5,136	0	0%	$395.6K	$368.4K	-$27.3K	2026-10-09
B. Riley Wealth Advisors, Inc.	DECREASED	5,121	5,148	-27	-1%	$396.3K	$367.3K	-$29.0K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	5,060	4,598	+462	+10%	$354.2K	$362.9K	+$8.7K	2026-11-02
Kraematon Investment Advisors, Inc	DECREASED	4,636	4,898	-262	-5%	$377.3K	$332.5K	-$44.8K	2026-11-02
Integrity Alliance, Llc.	INCREASED	4,488	4,485	+3	+0%	$345.5K	$321.9K	-$23.6K	2026-10-29
Bay Capital Advisors, LLC	UNCHANGED	4,400	4,400	0	0%	$338.9K	$315.6K	-$23.4K	2026-10-16
Acorn Wealth Advisors, LLC	INCREASED	4,271	4,255	+16	+0%	$327.8K	$306.3K	-$21.4K	2026-10-19
Heritage Wealth Management, Inc.	UNCHANGED	4,149	4,149	0	0%	$319.6K	$297.6K	-$22.0K	2026-10-28
WBI Investments, LLC	DECREASED	4,145	4,241	-96	-2%	$326.7K	$297.3K	-$29.4K	2026-11-05
Mlp3, LLC	NEW	4,120	—	+4,120	—	—	$295.5K	—	2026-10-22
Redwood Financial Network Corp	INCREASED	4,043	3,939	+104	+3%	$303.4K	$289.9K	-$13.5K	2026-11-03
Wesbanco Bank Inc	UNCHANGED	3,934	3,934	0	0%	$303.0K	$282.1K	-$20.9K	2026-11-04
Atlas Brown,Inc.	DECREASED	3,510	3,534	-24	-1%	$272.2K	$251.7K	-$20.5K	2026-10-09
KPP Advisory Services LLC	DECREASED	3,369	3,404	-35	-1%	$262.2K	$241.6K	-$20.6K	2026-10-26
Pinnacle Associates LTD	NEW	3,133	—	+3,133	—	—	$224.7K	—	2026-10-20
Citigroup Inc	DECREASED	3,120	3,381	-261	-8%	$260.4K	$223.8K	-$36.7K	2026-11-04
Atria Investments, Inc	INCREASED	2,815	2,664	+151	+6%	$205.2K	$201.9K	-$3.3K	2026-10-15
Gen-Wealth Partners Inc	DECREASED	2,431	7,565	-5,134	-68%	$582.7K	$174.3K	-$408.4K	2026-11-04
Harbor Investment Advisory, LLC	UNCHANGED	2,280	2,280	0	0%	$175.6K	$163.5K	-$12.1K	2026-10-13
Capital Advisors, Ltd. LLC	INCREASED	1,757	1,754	+3	+0%	$135	$126	-$9	2026-10-27
Blue Trust, Inc.	UNCHANGED	1,070	1,070	0	0%	$82.4K	$76.7K	-$5.7K	2026-10-15
Ameliora Wealth Management Ltd.	UNCHANGED	500	500	0	0%	$38.5K	$35.9K	-$2.7K	2026-10-23
Ascentis Independent Advisors	NEW	392	—	+392	—	—	$28.1K	—	2026-11-03
Mainstream Capital Management LLC	NEW	369	—	+369	—	—	$26.5K	—	2026-10-23
Farther Finance Advisors, LLC	INCREASED	292	28	+264	+943%	$2.2K	$20.9K	+$18.8K	2026-10-08
Sunrise Financial Services, LLC	UNCHANGED	272	272	0	0%	$21.0K	$19.5K	-$1.4K	2026-10-21
Assetmark, Inc	INCREASED	161	3	+158	+5267%	$231	$11.5K	+$11.3K	2026-10-21
Spire Wealth Management	INCREASED	111	110	+1	+1%	$8.5K	$8.0K	-$541	2026-10-30
Lanark Financial, Inc.	UNCHANGED	100	100	0	0%	$7.7K	$7.2K	-$531	2026-10-26
Private Trust Co NA	UNCHANGED	89	89	0	0%	$6.9K	$6.4K	-$473	2026-10-20
Root Financial Partners, LLC	NEW	57	—	+57	—	—	$4.1K	—	2026-10-21
Simplex Trading, LLC	NEW	50	—	+50	—	—	$3.6K	—	2026-11-04
GK Wealth Management LLC	NEW	17	—	+17	—	—	$1.2K	—	2026-10-09
First Heartland Consultants, Inc.	CLOSED	0	2,832	-2,832	-100%	$218.1K	$0	-$218.1K	2026-10-08
Wealthcare Capital Partners, LLC	CLOSED	0	2,618	-2,618	-100%	$201.7K	$0	-$201.7K	2026-10-21
International Assets Investment Management, LLC	CLOSED	0	15	-15	-100%	$1.2K	$0	-$1.2K	2026-11-02
Morgan Stanley	N/A	—	914,888	-914,888	-100%	$70.5M	—	—	—
UBS Group AG	N/A	—	432,214	-432,214	-100%	$33.3M	—	—	—
Raymond James Financial Inc	N/A	—	321,080	-321,080	-100%	$24.7M	—	—	—
Wells Fargo & Company	N/A	—	284,372	-284,372	-100%	$21.9M	—	—	—
Bank of America Corp	N/A	—	276,290	-276,290	-100%	$21.3M	—	—	—
LPL Financial LLC	N/A	—	254,825	-254,825	-100%	$19.6M	—	—	—
Royal Bank of Canada	N/A	—	186,954	-186,954	-100%	$14.4M	—	—	—
Baird Financial Group, Inc.	N/A	—	134,083	-134,083	-100%	$10.3M	—	—	—
&partners	N/A	—	115,635	-115,635	-100%	$8.9M	—	—	—
Sanctuary Advisors, LLC	N/A	—	59,646	-59,646	-100%	$4.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	59,144	-59,144	-100%	$4.6M	—	—	—
Smith, Moore & Co.	N/A	—	54,810	-54,810	-100%	$4.2M	—	—	—
Stifel Financial Corp	N/A	—	53,185	-53,185	-100%	$4.1M	—	—	—
Ameriprise Financial Inc	N/A	—	51,872	-51,872	-100%	$4.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	41,104	-41,104	-100%	$3.2M	—	—	—
Equitable Holdings, Inc.	N/A	—	35,289	-35,289	-100%	$2.7M	—	—	—
Cetera Investment Advisers	N/A	—	34,857	-34,857	-100%	$2.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	33,112	-33,112	-100%	$2.6M	—	—	—
Two Sigma Investments, LP	N/A	—	32,100	-32,100	-100%	$2.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	31,780	-31,780	-100%	$2.5M	—	—	—
Jacobi Capital Management LLC	N/A	—	27,854	-27,854	-100%	$2.1M	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	22,151	-22,151	-100%	$1.7M	—	—	—
ForthRight Wealth Management, LLC	N/A	—	18,354	-18,354	-100%	$1.4M	—	—	—
Nations Financial Group Inc,	N/A	—	18,047	-18,047	-100%	$1.4M	—	—	—
BFC Planning, Inc.	N/A	—	17,343	-17,343	-100%	$1.3M	—	—	—
Essex Financial Services, Inc.	N/A	—	17,050	-17,050	-100%	$1.3M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	16,329	-16,329	-100%	$1.3M	—	—	—
Geneos Wealth Management Inc.	N/A	—	15,830	-15,830	-100%	$1.2M	—	—	—
PFG Investments, LLC	N/A	—	13,854	-13,854	-100%	$1.1M	—	—	—
Harvest Investment Services, LLC	N/A	—	13,603	-13,603	-100%	$1.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	12,915	-12,915	-100%	$1.0M	—	—	—
Royal Capital Wealth Management, LLC	N/A	—	12,498	-12,498	-100%	$962.7K	—	—	—
Cascade Financial Partners, LLC	N/A	—	12,138	-12,138	-100%	$935.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	11,404	-11,404	-100%	$878.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,336	-10,336	-100%	$796.2K	—	—	—
Fifth Third Bancorp	N/A	—	9,912	-9,912	-100%	$763.5K	—	—	—
Private Advisor Group, LLC	N/A	—	7,466	-7,466	-100%	$575.1K	—	—	—
World Investment Advisors	N/A	—	6,745	-6,745	-100%	$464.0K	—	—	—
Blair William & Co	N/A	—	6,106	-6,106	-100%	$470.3K	—	—	—
HighPoint Advisor Group LLC	N/A	—	5,252	-5,252	-100%	$404.6K	—	—	—
HighTower Advisors, LLC	N/A	—	4,890	-4,890	-100%	$376.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,676	-4,676	-100%	$360.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,381	-4,381	-100%	$337.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	4,291	-4,291	-100%	$330.6K	—	—	—
Round Rock Advisors LLC	N/A	—	4,207	-4,207	-100%	$324.1K	—	—	—
Howe & Rusling Inc	N/A	—	4,198	-4,198	-100%	$323.4K	—	—	—
Arkadios Wealth Advisors	N/A	—	3,896	-3,896	-100%	$300.1K	—	—	—
Legacy Trust	N/A	—	3,880	-3,880	-100%	$298.9K	—	—	—
Waverly Advisors, LLC	N/A	—	3,749	-3,749	-100%	$288.8K	—	—	—
Western Wealth Management, LLC	N/A	—	3,700	-3,700	-100%	$285.0K	—	—	—
J.W. Cole Advisors, Inc.	N/A	—	3,626	-3,626	-100%	$279.3K	—	—	—
Citadel Advisors LLC	N/A	—	3,487	-3,487	-100%	$268.6K	—	—	—
Jackson, Grant Investment Advisers, Inc.	N/A	—	3,444	-3,444	-100%	$265.3K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	3,227	-3,227	-100%	$248.6K	—	—	—
MWA Asset Management	N/A	—	3,221	-3,221	-100%	$248.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	3,205	-3,205	-100%	$246.9K	—	—	—
MAI Capital Management	N/A	—	2,926	-2,926	-100%	$225.4K	—	—	—
Belpointe Asset Management LLC	N/A	—	2,886	-2,886	-100%	$222.3K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	2,627	-2,627	-100%	$202.4K	—	—	—
FMR LLC	N/A	—	2,111	-2,111	-100%	$162.6K	—	—	—
IFG Advisory, LLC	N/A	—	1,312	-1,312	-100%	$101.1K	—	—	—
Anchor Investment Management, LLC	N/A	—	1,283	-1,283	-100%	$98.8K	—	—	—
Harbour Investments, Inc.	N/A	—	1,169	-1,169	-100%	$90.0K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	1,135	-1,135	-100%	$87.4K	—	—	—
US Bancorp \de\	N/A	—	1,000	-1,000	-100%	$77.0K	—	—	—
JPMorgan Chase & Co	N/A	—	976	-976	-100%	$75.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	790	-790	-100%	$60.9K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	735	-735	-100%	$56.6K	—	—	—
Franklin Resources Inc	N/A	—	735	-735	-100%	$56.6K	—	—	—
Arax Advisory Partners	N/A	—	622	-622	-100%	$47.9K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	573	-573	-100%	$44.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	445	-445	-100%	$34.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	300	-300	-100%	$23.1K	—	—	—
Aventura Private Wealth, LLC	N/A	—	281	-281	-100%	$21.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	248	-248	-100%	$19.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	222	-222	-100%	$17.1K	—	—	—
Allworth Financial LP	N/A	—	167	-167	-100%	$12.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	165	-165	-100%	$12.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	140	-140	-100%	$10.8K	—	—	—
Paladin Advisory Group, LLC	N/A	—	101	-101	-100%	$7.8K	—	—	—
Clearstead Advisors, LLC	N/A	—	100	-100	-100%	$7.7K	—	—	—
MidFirst Bank	N/A	—	99	-99	-100%	$7.6K	—	—	—
Rexford Capital Inc	N/A	—	64	-64	-100%	$4.9K	—	—	—
Colonial Trust Co / SC	N/A	—	31	-31	-100%	$2.4K	—	—	—
Park Place Capital Corp	N/A	—	30	-30	-100%	$2.3K	—	—	—
Napier Financial, LLC	N/A	—	18	-18	-100%	$1.4K	—	—	—
Bank of Montreal	N/A	—	5	-5	-100%	$332	—	—	—

Showing 148 of 148 institutions