Vaneck SH HI YLD Muni (SHYD)

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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Fragasso Financial Advisors Inc

INCREASED

Shares455,973 from 267,021

Change+188,952 (+71%)

Value$10.1M (+$4.0M)

Filed 2026-10-13

Waterway Wealth Management, LLC

NEW

Shares357,822

Change+357,822

Value$7.8M

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares259,471 from 258,202

Change+1,269 (+0%)

Value$5.7M (-$225.2K)

Filed 2026-11-02

Vaquero Private Wealth, LTD

DECREASED

Shares185,642 from 194,902

Change-9,260 (-5%)

Value$4.1M (-$394.0K)

Filed 2026-10-27

Truist Financial Corp

INCREASED

Shares129,905 from 127,132

Change+2,773 (+2%)

Value$2.8M (-$63.8K)

Filed 2026-10-30

Dynamic Advisor Solutions LLC

INCREASED

Shares116,470 from 116,190

Change+280 (+0%)

Value$2.6M (-$107.7K)

Filed 2026-10-13

Sage Financial Group Inc

INCREASED

Shares101,736 from 22,324

Change+79,412 (+356%)

Value$2.2M (+$1.7M)

Filed 2026-10-27

High Net Worth Advisory Group LLC

UNCHANGED

Shares100,000 from 100,000

Change0 (0%)

Value$2.2M (-$98.0K)

Filed 2026-10-26

Cliftonlarsonallen Wealth Advisors, LLC

INCREASED

Shares90,951 from 48,306

Change+42,645 (+88%)

Value$2.0M (+$887.4K)

Filed 2026-10-14

Willis Johnson Wealth, Inc.

DECREASED

Shares67,465 from 70,393

Change-2,928 (-4%)

Value$1.5M (-$133.2K)

Filed 2026-11-03

RMR Wealth Builders

INCREASED

Shares60,444 from 59,951

Change+493 (+1%)

Value$1.3M (-$47.9K)

Filed 2026-10-22

Eagle Global Advisors LLC

UNCHANGED

Shares58,714 from 58,714

Change0 (0%)

Value$1.3M (-$57.5K)

Filed 2026-11-02

Breakwater Capital Group

INCREASED

Shares53,850 from 53,200

Change+650 (+1%)

Value$1.2M (-$37.9K)

Filed 2026-10-09

Oasis Advisors, LLC

NEW

Shares50,185

Change+50,185

Value$1.1M

Filed 2026-10-16

Blake Schutter Theil Wealth Advisors, LLC

UNCHANGED

Shares41,000 from 41,000

Change0 (0%)

Value$898.7K (-$40.2K)

Filed 2026-11-02

Syntegra Private Wealth Group, LLC

INCREASED

Shares40,888 from 40,658

Change+230 (+1%)

Value$896.3K (-$34.8K)

Filed 2026-10-13

Davenport & Co LLC

INCREASED

Shares39,328 from 35,339

Change+3,989 (+11%)

Value$862.1K (+$52.8K)

Filed 2026-10-14

Fifth Third Securities, Inc.

INCREASED

Shares37,900 from 37,406

Change+494 (+1%)

Value$830.8K (-$25.8K)

Filed 2026-10-21

Diversify Advisory Services, LLC

DECREASED

Shares33,189 from 36,452

Change-3,263 (-9%)

Value$741.4K (-$85.3K)

Filed 2026-10-20

Diversify Wealth Management, LLC

DECREASED

Shares33,189 from 36,452

Change-3,263 (-9%)

Value$741.4K (-$85.3K)

Filed 2026-10-20

Naples Global Advisors, LLC

DECREASED

Shares32,975 from 35,075

Change-2,100 (-6%)

Value$722.8K (-$80.4K)

Filed 2026-11-05

Occidental Asset Management, LLC

INCREASED

Shares32,130 from 32,010

Change+120 (+0%)

Value$704.3K (-$28.7K)

Filed 2026-11-05

HB Wealth Management, LLC

INCREASED

Shares31,086 from 22,007

Change+9,079 (+41%)

Value$681.4K (+$177.4K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares30,916 from 21,220

Change+9,696 (+46%)

Value$678 (-$485.3K)

Filed 2026-11-02

Regions Financial Corp

UNCHANGED

Shares29,286 from 29,286

Change0 (0%)

Value$641.9K (-$28.7K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares24,475 from 21,375

Change+3,100 (+15%)

Value$536.5K (+$47.0K)

Filed 2026-11-02

Bison Wealth, LLC

INCREASED

Shares24,271 from 22,671

Change+1,600 (+7%)

Value$535.7K (+$18.1K)

Filed 2026-10-13

R2 Capital Strategies, LLC

DECREASED

Shares22,427 from 22,576

Change-149 (-1%)

Value$491.6K (-$25.4K)

Filed 2026-10-15

Curtis Advisory Group, LLC

UNCHANGED

Shares21,511 from 21,511

Change0 (0%)

Value$471.5K (-$21.1K)

Filed 2026-10-28

Concurrent Investment Advisors, LLC

INCREASED

Shares19,903 from 16,645

Change+3,258 (+20%)

Value$436.3K (+$55.1K)

Filed 2026-10-16

QP Wealth Management, LLC

UNCHANGED

Shares19,599 from 19,599

Change0 (0%)

Value$429.6K (-$19.2K)

Filed 2026-10-20

Allen Capital Group, LLC

DECREASED

Shares19,291 from 19,863

Change-572 (-3%)

Value$422.9K (-$32.0K)

Filed 2026-10-27

Valeo Financial Advisors, LLC

UNCHANGED

Shares18,610 from 18,610

Change0 (0%)

Value$407.9K (-$18.2K)

Filed 2026-10-08

Flagship Harbor Advisors, LLC

INCREASED

Shares17,775 from 16,875

Change+900 (+5%)

Value$389.6K (+$3.2K)

Filed 2026-10-26

Capital Advisors Wealth Management, LLC

DECREASED

Shares17,413 from 19,310

Change-1,897 (-10%)

Value$381.7K (-$60.5K)

Filed 2026-10-09

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares17,203 from 19,858

Change-2,655 (-13%)

Value$378.6K (-$74.7K)

Filed 2026-10-13

Keudell ison Wealth Management

INCREASED

Shares17,022 from 13,878

Change+3,144 (+23%)

Value$373.1K (+$55.3K)

Filed 2026-10-16

Elevation Point Wealth Partners, LLC

INCREASED

Shares16,742 from 16,585

Change+157 (+1%)

Value$367.0K (-$12.8K)

Filed 2026-11-05

Laurel OAK Wealth Management, LLC

INCREASED

Shares16,581 from 11,156

Change+5,425 (+49%)

Value$363.5K (+$108.0K)

Filed 2026-10-19

Formidable Asset Management, LLC

UNCHANGED

Shares15,938 from 15,938

Change0 (0%)

Value$365.0K (+$3.8K)

Filed 2026-11-03

Private Client Services, LLC

NEW

Shares15,935

Change+15,935

Value$349.3K

Filed 2026-10-02

J.W. Cole Advisors, Inc.

INCREASED

Shares15,554 from 15,522

Change+32 (+0%)

Value$340.9K (-$14.5K)

Filed 2026-11-05

Signature Equity Partners, LLC

INCREASED

Shares15,060 from 1,300

Change+13,760 (+1058%)

Value$330.1K (+$300.3K)

Filed 2026-10-29

Roman Butler Fullerton & Co

DECREASED

Shares13,949 from 15,967

Change-2,018 (-13%)

Value$311.2K (-$52.8K)

Filed 2026-10-27

Brandywine OAK Private Wealth LLC

UNCHANGED

Shares13,404 from 13,404

Change0 (0%)

Value$293.8K (-$13.1K)

Filed 2026-10-23

IFP Advisors, Inc

DECREASED

Shares13,318 from 15,318

Change-2,000 (-13%)

Value$291.9K (-$58.9K)

Filed 2026-10-16

Blueline Advisors LLC

INCREASED

Shares13,222 from 12,922

Change+300 (+2%)

Value$289.8K (-$6.1K)

Filed 2026-10-15

Brookstone Capital Management

INCREASED

Shares12,993 from 12,982

Change+11 (+0%)

Value$284.8K (-$12.5K)

Filed 2026-10-22

Penobscot Wealth Management

DECREASED

Shares12,918 from 15,047

Change-2,129 (-14%)

Value$283.2K (-$61.4K)

Filed 2026-10-21

Kestra Private Wealth Services, LLC

DECREASED

Shares12,485 from 29,617

Change-17,132 (-58%)

Value$273.7K (-$404.6K)

Filed 2026-10-30

Bryn Mawr Trust Advisors, LLC

DECREASED

Shares12,466 from 12,596

Change-130 (-1%)

Value$273.3K (-$15.2K)

Filed 2026-11-04

CoreCap Advisors, LLC

INCREASED

Shares12,043 from 10,535

Change+1,508 (+14%)

Value$264.0K (+$22.7K)

Filed 2026-10-08

Arwa LLC

DECREASED

Shares11,312 from 12,516

Change-1,204 (-10%)

Value$251.0K (-$34.0K)

Filed 2026-10-21

Innova Wealth Partners

UNCHANGED

Shares11,150 from 11,150

Change0 (0%)

Value$244.4K (-$10.9K)

Filed 2026-10-21

Integrity Alliance, Llc.

UNCHANGED

Shares10,994 from 10,994

Change0 (0%)

Value$241.0K (-$10.8K)

Filed 2026-10-29

PFG Advisors

INCREASED

Shares10,805 from 10,789

Change+16 (+0%)

Value$236.8K (-$10.2K)

Filed 2026-10-16

FC Advisory LLC

INCREASED

Shares10,423 from 10,377

Change+46 (+0%)

Value$228.5K (-$9.2K)

Filed 2026-10-05

Integrity Advisory Solutions, LLC

UNCHANGED

Shares10,331 from 10,331

Change0 (0%)

Value$226.5K (-$10.1K)

Filed 2026-10-29

McAdam, LLC

INCREASED

Shares10,114 from 8,824

Change+1,290 (+15%)

Value$221.7K (+$19.6K)

Filed 2026-10-21

B. Riley Wealth Advisors, Inc.

NEW

Shares9,959

Change+9,959

Value$218.3K

Filed 2026-10-13

1620 Investment Advisors, Inc.

DECREASED

Shares9,848 from 10,023

Change-175 (-2%)

Value$215.9K (-$13.7K)

Filed 2026-11-04

Family Capital Management, Inc.

UNCHANGED

Shares9,373 from 9,373

Change0 (0%)

Value$205.5K (-$9.2K)

Filed 2026-11-03

Richard P Slaughter Associates Inc

DECREASED

Shares9,218 from 13,126

Change-3,908 (-30%)

Value$202.1K (-$98.5K)

Filed 2026-10-13

Hobart Private Capital, LLC

NEW

Shares9,174

Change+9,174

Value$201.1K

Filed 2026-10-19

Gilpin Wealth Management, LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$153.4K (-$6.9K)

Filed 2026-10-09

Farther Finance Advisors, LLC

DECREASED

Shares6,102 from 7,174

Change-1,072 (-15%)

Value$133.8K (-$30.5K)

Filed 2026-10-08

Capital Investment Advisory Services, LLC

INCREASED

Shares4,335 from 4,292

Change+43 (+1%)

Value$94.8K (-$3.4K)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

INCREASED

Shares3,954 from 3,915

Change+39 (+1%)

Value$86.7K (-$3.0K)

Filed 2026-11-04

Ashton Thomas Private Wealth, LLC

INCREASED

Shares3,950 from 2,950

Change+1,000 (+34%)

Value$86.6K (+$19.0K)

Filed 2026-11-03

Latitude Advisors, LLC

NEW

Shares1,993

Change+1,993

Value$43.7K

Filed 2026-10-27

Assetmark, Inc

INCREASED

Shares1,693 from 1,406

Change+287 (+20%)

Value$37.1K (+$4.9K)

Filed 2026-10-21

Lanark Financial, Inc.

UNCHANGED

Shares1,320 from 1,320

Change0 (0%)

Value$28.9K (-$1.3K)

Filed 2026-10-26

Private Trust Co NA

UNCHANGED

Shares416 from 416

Change0 (0%)

Value$9.1K (-$407)

Filed 2026-10-20

Farmers & Merchants Trust Co of Chambersburg PA

NEW

Shares295

Change+295

Value$6

Filed 2026-10-14

Reap Financial Group, LLC

UNCHANGED

Shares241 from 241

Change0 (0%)

Value$5.3K (-$236)

Filed 2026-11-02

Nfsg Corp

UNCHANGED

Shares241 from 241

Change0 (0%)

Value$5.3K (-$236)

Filed 2026-10-15

Wedmont Private Capital

CLOSED

Shares0 from 13,315

Change-13,315 (-100%)

Value$0 (-$304.0K)

Filed 2026-10-09

Cullen T Bankers, Inc.

CLOSED

Shares0 from 9,779

Change-9,779 (-100%)

Value$0 (-$223.9K)

Filed 2026-10-28

Sowell Financial Services LLC

CLOSED

Shares0 from 9,393

Change-9,393 (-100%)

Value$0 (-$215.1K)

Filed 2026-10-23

Johnson Bixby & Associates, LLC

CLOSED

Shares0 from 8,846

Change-8,846 (-100%)

Value$0 (-$202.6K)

Filed 2026-10-14

Bell Investment Advisors, Inc

CLOSED

Shares0 from 94

Change-94 (-100%)

Value$0 (-$2.2K)

Filed 2026-10-29

Wells Fargo & Company

N/A

Shares— from 1,802,842

Change-1,802,842 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,664,379

Change-1,664,379 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 985,273

Change-985,273 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 763,347

Change-763,347 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 450,693

Change-450,693 (-100%)

Value—

Sykon Capital LLC

N/A

Shares— from 427,956

Change-427,956 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 316,390

Change-316,390 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 289,216

Change-289,216 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 236,317

Change-236,317 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 226,100

Change-226,100 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 194,909

Change-194,909 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 191,833

Change-191,833 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 162,009

Change-162,009 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 136,132

Change-136,132 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 130,349

Change-130,349 (-100%)

Value—

Midwestern Financial, LLC

N/A

Shares— from 124,317

Change-124,317 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 120,135

Change-120,135 (-100%)

Value—

UBS Group AG

N/A

Shares— from 110,316

Change-110,316 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 96,066

Change-96,066 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 73,520

Change-73,520 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 72,357

Change-72,357 (-100%)

Value—

Hamilton Wealth, LLC

N/A

Shares— from 71,478

Change-71,478 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 65,662

Change-65,662 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 62,205

Change-62,205 (-100%)

Value—

Croban

N/A

Shares— from 61,276

Change-61,276 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 58,799

Change-58,799 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 57,081

Change-57,081 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 56,039

Change-56,039 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 54,597

Change-54,597 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 49,361

Change-49,361 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 47,354

Change-47,354 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 46,667

Change-46,667 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 45,010

Change-45,010 (-100%)

Value—

Dean Investment Associates, LLC

N/A

Shares— from 41,000

Change-41,000 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 40,918

Change-40,918 (-100%)

Value—

Jacobson & Schmitt Advisors, LLC

N/A

Shares— from 39,549

Change-39,549 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 35,927

Change-35,927 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 30,403

Change-30,403 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 30,239

Change-30,239 (-100%)

Value—

NewSquare Capital LLC

N/A

Shares— from 28,643

Change-28,643 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 28,532

Change-28,532 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 26,829

Change-26,829 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 24,800

Change-24,800 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 24,119

Change-24,119 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 22,316

Change-22,316 (-100%)

Value—

Capital Financial Group Inc\co\

N/A

Shares— from 19,766

Change-19,766 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 19,680

Change-19,680 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 19,102

Change-19,102 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 18,610

Change-18,610 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 18,557

Change-18,557 (-100%)

Value—

Trustmark Bank Trust Department

N/A

Shares— from 18,138

Change-18,138 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 16,585

Change-16,585 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 16,435

Change-16,435 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 14,760

Change-14,760 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,770

Change-13,770 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 13,582

Change-13,582 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 13,404

Change-13,404 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 13,126

Change-13,126 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 11,828

Change-11,828 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 11,770

Change-11,770 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 11,601

Change-11,601 (-100%)

Value—

Aspen Wealth Strategies, LLC

N/A

Shares— from 11,335

Change-11,335 (-100%)

Value—

Tortoise Investment Management, LLC

N/A

Shares— from 11,065

Change-11,065 (-100%)

Value—

American Money Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Trajan Wealth LLC

N/A

Shares— from 9,547

Change-9,547 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 6,349

Change-6,349 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 6,178

Change-6,178 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 4,292

Change-4,292 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 3,878

Change-3,878 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 3,621

Change-3,621 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,450

Change-3,450 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,178

Change-2,178 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,258

Change-1,258 (-100%)

Value—

1015 Capital Partners, LLC

N/A

Shares— from 1,105

Change-1,105 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,040

Change-1,040 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 880

Change-880 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 787

Change-787 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 787

Change-787 (-100%)

Value—

	Status
Fragasso Financial Advisors Inc	INCREASED	455,973	267,021	+188,952	+71%	$6.1M	$10.1M	+$4.0M	2026-10-13
Waterway Wealth Management, LLC	NEW	357,822	—	+357,822	—	—	$7.8M	—	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	259,471	258,202	+1,269	+0%	$5.9M	$5.7M	-$225.2K	2026-11-02
Vaquero Private Wealth, LTD	DECREASED	185,642	194,902	-9,260	-5%	$4.5M	$4.1M	-$394.0K	2026-10-27
Truist Financial Corp	INCREASED	129,905	127,132	+2,773	+2%	$2.9M	$2.8M	-$63.8K	2026-10-30
Dynamic Advisor Solutions LLC	INCREASED	116,470	116,190	+280	+0%	$2.7M	$2.6M	-$107.7K	2026-10-13
Sage Financial Group Inc	INCREASED	101,736	22,324	+79,412	+356%	$511.2K	$2.2M	+$1.7M	2026-10-27
High Net Worth Advisory Group LLC	UNCHANGED	100,000	100,000	0	0%	$2.3M	$2.2M	-$98.0K	2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC	INCREASED	90,951	48,306	+42,645	+88%	$1.1M	$2.0M	+$887.4K	2026-10-14
Willis Johnson Wealth, Inc.	DECREASED	67,465	70,393	-2,928	-4%	$1.6M	$1.5M	-$133.2K	2026-11-03
RMR Wealth Builders	INCREASED	60,444	59,951	+493	+1%	$1.4M	$1.3M	-$47.9K	2026-10-22
Eagle Global Advisors LLC	UNCHANGED	58,714	58,714	0	0%	$1.3M	$1.3M	-$57.5K	2026-11-02
Breakwater Capital Group	INCREASED	53,850	53,200	+650	+1%	$1.2M	$1.2M	-$37.9K	2026-10-09
Oasis Advisors, LLC	NEW	50,185	—	+50,185	—	—	$1.1M	—	2026-10-16
Blake Schutter Theil Wealth Advisors, LLC	UNCHANGED	41,000	41,000	0	0%	$938.9K	$898.7K	-$40.2K	2026-11-02
Syntegra Private Wealth Group, LLC	INCREASED	40,888	40,658	+230	+1%	$931.1K	$896.3K	-$34.8K	2026-10-13
Davenport & Co LLC	INCREASED	39,328	35,339	+3,989	+11%	$809.3K	$862.1K	+$52.8K	2026-10-14
Fifth Third Securities, Inc.	INCREASED	37,900	37,406	+494	+1%	$856.6K	$830.8K	-$25.8K	2026-10-21
Diversify Advisory Services, LLC	DECREASED	33,189	36,452	-3,263	-9%	$826.7K	$741.4K	-$85.3K	2026-10-20
Diversify Wealth Management, LLC	DECREASED	33,189	36,452	-3,263	-9%	$826.7K	$741.4K	-$85.3K	2026-10-20
Naples Global Advisors, LLC	DECREASED	32,975	35,075	-2,100	-6%	$803.2K	$722.8K	-$80.4K	2026-11-05
Occidental Asset Management, LLC	INCREASED	32,130	32,010	+120	+0%	$733.0K	$704.3K	-$28.7K	2026-11-05
HB Wealth Management, LLC	INCREASED	31,086	22,007	+9,079	+41%	$504.0K	$681.4K	+$177.4K	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	30,916	21,220	+9,696	+46%	$486.0K	$678	-$485.3K	2026-11-02
Regions Financial Corp	UNCHANGED	29,286	29,286	0	0%	$670.6K	$641.9K	-$28.7K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	24,475	21,375	+3,100	+15%	$489.5K	$536.5K	+$47.0K	2026-11-02
Bison Wealth, LLC	INCREASED	24,271	22,671	+1,600	+7%	$517.6K	$535.7K	+$18.1K	2026-10-13
R2 Capital Strategies, LLC	DECREASED	22,427	22,576	-149	-1%	$517.0K	$491.6K	-$25.4K	2026-10-15
Curtis Advisory Group, LLC	UNCHANGED	21,511	21,511	0	0%	$492.6K	$471.5K	-$21.1K	2026-10-28
Concurrent Investment Advisors, LLC	INCREASED	19,903	16,645	+3,258	+20%	$381.2K	$436.3K	+$55.1K	2026-10-16
QP Wealth Management, LLC	UNCHANGED	19,599	19,599	0	0%	$448.8K	$429.6K	-$19.2K	2026-10-20
Allen Capital Group, LLC	DECREASED	19,291	19,863	-572	-3%	$454.9K	$422.9K	-$32.0K	2026-10-27
Valeo Financial Advisors, LLC	UNCHANGED	18,610	18,610	0	0%	$426.2K	$407.9K	-$18.2K	2026-10-08
Flagship Harbor Advisors, LLC	INCREASED	17,775	16,875	+900	+5%	$386.4K	$389.6K	+$3.2K	2026-10-26
Capital Advisors Wealth Management, LLC	DECREASED	17,413	19,310	-1,897	-10%	$442.2K	$381.7K	-$60.5K	2026-10-09
Wealth Enhancement Advisory Services, LLC	DECREASED	17,203	19,858	-2,655	-13%	$453.4K	$378.6K	-$74.7K	2026-10-13
Keudell ison Wealth Management	INCREASED	17,022	13,878	+3,144	+23%	$317.8K	$373.1K	+$55.3K	2026-10-16
Elevation Point Wealth Partners, LLC	INCREASED	16,742	16,585	+157	+1%	$379.8K	$367.0K	-$12.8K	2026-11-05
Laurel OAK Wealth Management, LLC	INCREASED	16,581	11,156	+5,425	+49%	$255.5K	$363.5K	+$108.0K	2026-10-19
Formidable Asset Management, LLC	UNCHANGED	15,938	15,938	0	0%	$361.2K	$365.0K	+$3.8K	2026-11-03
Private Client Services, LLC	NEW	15,935	—	+15,935	—	—	$349.3K	—	2026-10-02
J.W. Cole Advisors, Inc.	INCREASED	15,554	15,522	+32	+0%	$355.5K	$340.9K	-$14.5K	2026-11-05
Signature Equity Partners, LLC	INCREASED	15,060	1,300	+13,760	+1058%	$29.8K	$330.1K	+$300.3K	2026-10-29
Roman Butler Fullerton & Co	DECREASED	13,949	15,967	-2,018	-13%	$364.0K	$311.2K	-$52.8K	2026-10-27
Brandywine OAK Private Wealth LLC	UNCHANGED	13,404	13,404	0	0%	$307.0K	$293.8K	-$13.1K	2026-10-23
IFP Advisors, Inc	DECREASED	13,318	15,318	-2,000	-13%	$350.8K	$291.9K	-$58.9K	2026-10-16
Blueline Advisors LLC	INCREASED	13,222	12,922	+300	+2%	$295.9K	$289.8K	-$6.1K	2026-10-15
Brookstone Capital Management	INCREASED	12,993	12,982	+11	+0%	$297.3K	$284.8K	-$12.5K	2026-10-22
Penobscot Wealth Management	DECREASED	12,918	15,047	-2,129	-14%	$344.6K	$283.2K	-$61.4K	2026-10-21
Kestra Private Wealth Services, LLC	DECREASED	12,485	29,617	-17,132	-58%	$678.2K	$273.7K	-$404.6K	2026-10-30
Bryn Mawr Trust Advisors, LLC	DECREASED	12,466	12,596	-130	-1%	$288.4K	$273.3K	-$15.2K	2026-11-04
CoreCap Advisors, LLC	INCREASED	12,043	10,535	+1,508	+14%	$241.3K	$264.0K	+$22.7K	2026-10-08
Arwa LLC	DECREASED	11,312	12,516	-1,204	-10%	$285.0K	$251.0K	-$34.0K	2026-10-21
Innova Wealth Partners	UNCHANGED	11,150	11,150	0	0%	$255.3K	$244.4K	-$10.9K	2026-10-21
Integrity Alliance, Llc.	UNCHANGED	10,994	10,994	0	0%	$251.8K	$241.0K	-$10.8K	2026-10-29
PFG Advisors	INCREASED	10,805	10,789	+16	+0%	$247.1K	$236.8K	-$10.2K	2026-10-16
FC Advisory LLC	INCREASED	10,423	10,377	+46	+0%	$237.6K	$228.5K	-$9.2K	2026-10-05
Integrity Advisory Solutions, LLC	UNCHANGED	10,331	10,331	0	0%	$236.6K	$226.5K	-$10.1K	2026-10-29
McAdam, LLC	INCREASED	10,114	8,824	+1,290	+15%	$202.1K	$221.7K	+$19.6K	2026-10-21
B. Riley Wealth Advisors, Inc.	NEW	9,959	—	+9,959	—	—	$218.3K	—	2026-10-13
1620 Investment Advisors, Inc.	DECREASED	9,848	10,023	-175	-2%	$229.5K	$215.9K	-$13.7K	2026-11-04
Family Capital Management, Inc.	UNCHANGED	9,373	9,373	0	0%	$214.6K	$205.5K	-$9.2K	2026-11-03
Richard P Slaughter Associates Inc	DECREASED	9,218	13,126	-3,908	-30%	$300.6K	$202.1K	-$98.5K	2026-10-13
Hobart Private Capital, LLC	NEW	9,174	—	+9,174	—	—	$201.1K	—	2026-10-19
Gilpin Wealth Management, LLC	UNCHANGED	7,000	7,000	0	0%	$160.3K	$153.4K	-$6.9K	2026-10-09
Farther Finance Advisors, LLC	DECREASED	6,102	7,174	-1,072	-15%	$164.3K	$133.8K	-$30.5K	2026-10-08
Capital Investment Advisory Services, LLC	INCREASED	4,335	4,292	+43	+1%	$98.3K	$94.8K	-$3.4K	2026-10-30
EverSource Wealth Advisors, LLC	INCREASED	3,954	3,915	+39	+1%	$89.7K	$86.7K	-$3.0K	2026-11-04
Ashton Thomas Private Wealth, LLC	INCREASED	3,950	2,950	+1,000	+34%	$67.6K	$86.6K	+$19.0K	2026-11-03
Latitude Advisors, LLC	NEW	1,993	—	+1,993	—	—	$43.7K	—	2026-10-27
Assetmark, Inc	INCREASED	1,693	1,406	+287	+20%	$32.2K	$37.1K	+$4.9K	2026-10-21
Lanark Financial, Inc.	UNCHANGED	1,320	1,320	0	0%	$30.2K	$28.9K	-$1.3K	2026-10-26
Private Trust Co NA	UNCHANGED	416	416	0	0%	$9.5K	$9.1K	-$407	2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA	NEW	295	—	+295	—	—	$6	—	2026-10-14
Reap Financial Group, LLC	UNCHANGED	241	241	0	0%	$5.5K	$5.3K	-$236	2026-11-02
Nfsg Corp	UNCHANGED	241	241	0	0%	$5.5K	$5.3K	-$236	2026-10-15
Wedmont Private Capital	CLOSED	0	13,315	-13,315	-100%	$304.0K	$0	-$304.0K	2026-10-09
Cullen T Bankers, Inc.	CLOSED	0	9,779	-9,779	-100%	$223.9K	$0	-$223.9K	2026-10-28
Sowell Financial Services LLC	CLOSED	0	9,393	-9,393	-100%	$215.1K	$0	-$215.1K	2026-10-23
Johnson Bixby & Associates, LLC	CLOSED	0	8,846	-8,846	-100%	$202.6K	$0	-$202.6K	2026-10-14
Bell Investment Advisors, Inc	CLOSED	0	94	-94	-100%	$2.2K	$0	-$2.2K	2026-10-29
Wells Fargo & Company	N/A	—	1,802,842	-1,802,842	-100%	$41.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	1,664,379	-1,664,379	-100%	$38.1M	—	—	—
Morgan Stanley	N/A	—	985,273	-985,273	-100%	$22.6M	—	—	—
Bank of America Corp	N/A	—	763,347	-763,347	-100%	$17.5M	—	—	—
LPL Financial LLC	N/A	—	450,693	-450,693	-100%	$10.3M	—	—	—
Sykon Capital LLC	N/A	—	427,956	-427,956	-100%	$9.8M	—	—	—
First Foundation Advisors	N/A	—	316,390	-316,390	-100%	$7.2M	—	—	—
Ameriprise Financial Inc	N/A	—	289,216	-289,216	-100%	$6.6M	—	—	—
Raymond James Financial Inc	N/A	—	236,317	-236,317	-100%	$5.4M	—	—	—
HighTower Advisors, LLC	N/A	—	226,100	-226,100	-100%	$5.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	194,909	-194,909	-100%	$4.5M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	191,833	-191,833	-100%	$4.4M	—	—	—
Royal Bank of Canada	N/A	—	162,009	-162,009	-100%	$3.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	136,132	-136,132	-100%	$3.1M	—	—	—
Waverly Advisors, LLC	N/A	—	130,349	-130,349	-100%	$3.0M	—	—	—
Midwestern Financial, LLC	N/A	—	124,317	-124,317	-100%	$2.8M	—	—	—
Cetera Investment Advisers	N/A	—	120,135	-120,135	-100%	$2.8M	—	—	—
UBS Group AG	N/A	—	110,316	-110,316	-100%	$2.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	96,066	-96,066	-100%	$2.2M	—	—	—
Mariner, LLC	N/A	—	73,520	-73,520	-100%	$1.7M	—	—	—
Wealthspire Advisors, LLC	N/A	—	72,357	-72,357	-100%	$1.7M	—	—	—
Hamilton Wealth, LLC	N/A	—	71,478	-71,478	-100%	$1.6M	—	—	—
Elequin Capital, LP	N/A	—	65,662	-65,662	-100%	$1.5M	—	—	—
Rehmann Capital Advisory Group	N/A	—	62,205	-62,205	-100%	$1.4M	—	—	—
Croban	N/A	—	61,276	-61,276	-100%	$1.4M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	58,799	-58,799	-100%	$1.3M	—	—	—
Pure Financial Advisors, LLC	N/A	—	57,081	-57,081	-100%	$1.3M	—	—	—
Equitable Holdings, Inc.	N/A	—	56,039	-56,039	-100%	$1.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	54,597	-54,597	-100%	$1.3M	—	—	—
Cary Street Partners Financial LLC	N/A	—	49,361	-49,361	-100%	$1.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	47,354	-47,354	-100%	$1.1M	—	—	—
Cascade Financial Partners, LLC	N/A	—	46,667	-46,667	-100%	$1.1M	—	—	—
GWN Securities Inc.	N/A	—	45,010	-45,010	-100%	$1.0M	—	—	—
Dean Investment Associates, LLC	N/A	—	41,000	-41,000	-100%	$938.9K	—	—	—
Dakota Wealth Management	N/A	—	40,918	-40,918	-100%	$937.0K	—	—	—
Jacobson & Schmitt Advisors, LLC	N/A	—	39,549	-39,549	-100%	$905.7K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	35,927	-35,927	-100%	$822.7K	—	—	—
Citadel Advisors LLC	N/A	—	30,403	-30,403	-100%	$696.2K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	30,239	-30,239	-100%	$692.5K	—	—	—
NewSquare Capital LLC	N/A	—	28,643	-28,643	-100%	$655.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	28,532	-28,532	-100%	$653.4K	—	—	—
Stifel Financial Corp	N/A	—	26,829	-26,829	-100%	$614.4K	—	—	—
MML Investors Services, LLC	N/A	—	24,800	-24,800	-100%	$567.9K	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	24,119	-24,119	-100%	$552.3K	—	—	—
Private Advisor Group, LLC	N/A	—	22,316	-22,316	-100%	$511.0K	—	—	—
Capital Financial Group Inc\co\	N/A	—	19,766	-19,766	-100%	$452.6K	—	—	—
Arkadios Wealth Advisors	N/A	—	19,680	-19,680	-100%	$450.7K	—	—	—
Jane Street Group, LLC	N/A	—	19,102	-19,102	-100%	$437.4K	—	—	—
Fifth Third Bancorp	N/A	—	18,610	-18,610	-100%	$426.2K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	18,557	-18,557	-100%	$425.0K	—	—	—
Trustmark Bank Trust Department	N/A	—	18,138	-18,138	-100%	$415.4K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	16,585	-16,585	-100%	$379.8K	—	—	—
Summit Financial, LLC	N/A	—	16,435	-16,435	-100%	$376.4K	—	—	—
Keebeck Wealth Management	N/A	—	14,760	-14,760	-100%	$338.0K	—	—	—
JPMorgan Chase & Co	N/A	—	13,770	-13,770	-100%	$315.1K	—	—	—
Baird Financial Group, Inc.	N/A	—	13,582	-13,582	-100%	$311.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	13,404	-13,404	-100%	$307.0K	—	—	—
Argent Trust Co	N/A	—	13,126	-13,126	-100%	$300.6K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	11,828	-11,828	-100%	$270.9K	—	—	—
Belpointe Asset Management LLC	N/A	—	11,770	-11,770	-100%	$269.5K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	11,601	-11,601	-100%	$264.9K	—	—	—
Aspen Wealth Strategies, LLC	N/A	—	11,335	-11,335	-100%	$259.6K	—	—	—
Tortoise Investment Management, LLC	N/A	—	11,065	-11,065	-100%	$253.4K	—	—	—
American Money Management, LLC	N/A	—	10,000	-10,000	-100%	$229.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	10,000	-10,000	-100%	$229.0K	—	—	—
Trajan Wealth LLC	N/A	—	9,547	-9,547	-100%	$218.6K	—	—	—
IFG Advisory, LLC	N/A	—	6,349	-6,349	-100%	$145.4K	—	—	—
Capital Analysts, LLC	N/A	—	6,178	-6,178	-100%	$141.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	4,292	-4,292	-100%	$98.3K	—	—	—
Allworth Financial LP	N/A	—	3,878	-3,878	-100%	$88.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	3,621	-3,621	-100%	$82.9K	—	—	—
FMR LLC	N/A	—	3,450	-3,450	-100%	$79.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	3,000	-3,000	-100%	$68.7K	—	—	—
AE Wealth Management LLC	N/A	—	2,178	-2,178	-100%	$49.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,258	-1,258	-100%	$28.8K	—	—	—
1015 Capital Partners, LLC	N/A	—	1,105	-1,105	-100%	$25.3K	—	—	—
BlackRock, Inc.	N/A	—	1,040	-1,040	-100%	$23.8K	—	—	—
Continuum Advisory, LLC	N/A	—	880	-880	-100%	$20.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	787	-787	-100%	$18.0K	—	—	—
BFC Planning, Inc.	N/A	—	787	-787	-100%	$18.0K	—	—	—

Showing 161 of 161 institutions