American Century Diver Muni (TAXF)

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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LPL Financial LLC

INCREASED

Shares716,107 from 690,054

Change+26,053 (+4%)

Value$33.9M (-$1.1M)

Filed 2026-11-06

Goldstein Advisors, LLC

INCREASED

Shares439,195 from 436,469

Change+2,726 (+1%)

Value$20.8M (-$1.4M)

Filed 2026-10-15

CX Institutional

DECREASED

Shares358,295 from 428,304

Change-70,009 (-16%)

Value$17.0K (-$21.8M)

Filed 2026-10-02

Prime Capital Investment Advisors, LLC

DECREASED

Shares340,957 from 351,005

Change-10,048 (-3%)

Value$16.2M (-$1.7M)

Filed 2026-10-20

Condor Capital Management

DECREASED

Shares177,573 from 177,881

Change-308 (0%)

Value$8.4M (-$628.2K)

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares154,511 from 148,181

Change+6,330 (+4%)

Value$7.3M (-$211.3K)

Filed 2026-10-16

First Affirmative Financial Network

NEW

Shares140,393

Change+140,393

Value$6.7M

Filed 2026-10-21

ARQ Wealth Advisors, LLC

INCREASED

Shares136,207 from 65,474

Change+70,733 (+108%)

Value$6.5M (+$3.2M)

Filed 2026-10-29

McAdam, LLC

NEW

Shares125,031

Change+125,031

Value$5.9M

Filed 2026-10-21

Dynamic Advisor Solutions LLC

INCREASED

Shares124,440 from 123,317

Change+1,123 (+1%)

Value$5.9M (-$372.2K)

Filed 2026-10-13

Henderson Brothers Financial Partners, LLC

INCREASED

Shares112,178 from 96,635

Change+15,543 (+16%)

Value$5.3M (+$403.1K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares87,057 from 94,628

Change-7,571 (-8%)

Value$4.1M (-$685.2K)

Filed 2026-11-02

GEM Asset Management, LLC

DECREASED

Shares84,145 from 87,210

Change-3,065 (-4%)

Value$4.0M (-$446.1K)

Filed 2026-10-13

Kestra Advisory Services, LLC

DECREASED

Shares79,594 from 89,298

Change-9,704 (-11%)

Value$3.8M (-$767.9K)

Filed 2026-11-02

Visionary Wealth Advisors

INCREASED

Shares74,629 from 74,571

Change+58 (+0%)

Value$3.5M (-$254.5K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares69,239 from 70,928

Change-1,689 (-2%)

Value$3.3M (-$325.0K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

INCREASED

Shares46,389 from 33,846

Change+12,543 (+37%)

Value$2.2M (+$477.6K)

Filed 2026-11-06

Mather Group, Llc.

INCREASED

Shares44,562 from 28,833

Change+15,729 (+55%)

Value$2.1M (+$645.9K)

Filed 2026-10-14

Landmark Wealth Management, LLC

DECREASED

Shares43,853 from 57,033

Change-13,180 (-23%)

Value$2.1M (-$821.3K)

Filed 2026-11-03

Melone Private Wealth, LLC

INCREASED

Shares27,792 from 27,646

Change+146 (+1%)

Value$1.3M (-$88.4K)

Filed 2026-10-16

Concurrent Investment Advisors, LLC

INCREASED

Shares18,851 from 18,829

Change+22 (+0%)

Value$893.2K (-$63.9K)

Filed 2026-10-16

Aprio Wealth Management, LLC

DECREASED

Shares16,732 from 17,234

Change-502 (-3%)

Value$792.8K (-$83.2K)

Filed 2026-10-28

Westside Investment Management, Inc.

UNCHANGED

Shares16,200 from 16,200

Change0 (0%)

Value$767.6K (-$55.9K)

Filed 2026-11-02

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares15,122 from 14,140

Change+982 (+7%)

Value$716.6K (-$2.2K)

Filed 2026-10-29

ERn Financial, LLC

DECREASED

Shares15,095 from 16,170

Change-1,075 (-7%)

Value$715.3K (-$106.7K)

Filed 2026-10-28

Clearview Wealth Management LLC

INCREASED

Shares14,929 from 13,001

Change+1,928 (+15%)

Value$708.7K (+$47.8K)

Filed 2026-10-16

PFG Advisors

INCREASED

Shares14,390 from 14,232

Change+158 (+1%)

Value$681.9K (-$41.6K)

Filed 2026-10-16

marrick wealth, LLC

INCREASED

Shares13,429 from 13,266

Change+163 (+1%)

Value$636.3K (-$38.1K)

Filed 2026-10-20

Portfolio Resources Advisor Group, Inc.

UNCHANGED

Shares12,948 from 12,948

Change0 (0%)

Value$658.2K (+$10.2K)

Filed 2026-10-20

Fifth Third Bancorp

INCREASED

Shares12,573 from 11,021

Change+1,552 (+14%)

Value$595.8K (+$35.5K)

Filed 2026-11-05

First Heartland Consultants, Inc.

DECREASED

Shares12,404 from 27,520

Change-15,116 (-55%)

Value$587.8K (-$811.2K)

Filed 2026-10-08

Equity Wealth Partners, LLC

DECREASED

Shares11,417 from 16,649

Change-5,232 (-31%)

Value$541.0K (-$305.4K)

Filed 2026-10-26

Palatine Hill Wealth Management, LLC

INCREASED

Shares9,863 from 9,506

Change+357 (+4%)

Value$467.4K (-$15.9K)

Filed 2026-11-03

Trilogy Capital Inc.

INCREASED

Shares9,525 from 8,625

Change+900 (+10%)

Value$451.3K (+$12.9K)

Filed 2026-10-20

Merit Financial Group, LLC

INCREASED

Shares8,994 from 8,982

Change+12 (+0%)

Value$426.2K (-$30.4K)

Filed 2026-11-06

Stewardship Advisors, LLC

UNCHANGED

Shares7,925 from 7,925

Change0 (0%)

Value$375.5K (-$27.3K)

Filed 2026-10-20

Unique Wealth, LLC

UNCHANGED

Shares7,310 from 7,310

Change0 (0%)

Value$346.4K (-$25.2K)

Filed 2026-10-16

Creative Planning

DECREASED

Shares5,234 from 6,117

Change-883 (-14%)

Value$248.0K (-$62.9K)

Filed 2026-11-02

Bill Few Associates, Inc.

UNCHANGED

Shares5,040 from 5,040

Change0 (0%)

Value$238.8K (-$17.4K)

Filed 2026-10-09

Avidian Wealth Enterprises, LLC

INCREASED

Shares4,963 from 3,987

Change+976 (+24%)

Value$235.2K (+$32.5K)

Filed 2026-10-08

Private Trust Co NA

DECREASED

Shares4,849 from 5,498

Change-649 (-12%)

Value$229.8K (-$49.7K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,680 from 4,678

Change+2 (+0%)

Value$220.6K (-$15.9K)

Filed 2026-10-13

Lodestone Wealth Management LLC

DECREASED

Shares3,369 from 3,415

Change-46 (-1%)

Value$159.7K (-$13.9K)

Filed 2026-10-14

Assetmark, Inc

INCREASED

Shares2,218 from 887

Change+1,331 (+150%)

Value$105.1K (+$60.0K)

Filed 2026-10-21

Caldwell Trust Co

UNCHANGED

Shares770 from 770

Change0 (0%)

Value$36.5K (-$2.7K)

Filed 2026-10-30

Eukles Asset Management

NEW

Shares301

Change+301

Value$14.3K

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares61 from 461

Change-400 (-87%)

Value$2.9K (-$20.5K)

Filed 2026-10-08

Signaturefd, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$567 (-$36)

Filed 2026-10-23

Larson Financial Group LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$33 (-$2)

Filed 2026-11-05

Cooper Capital Advisors LLC

CLOSED

Shares0 from 34,400

Change-34,400 (-100%)

Value$0 (-$1.7M)

Filed 2026-10-29

Altus Wealth Group LLC

CLOSED

Shares0 from 15,237

Change-15,237 (-100%)

Value$0 (-$774.6K)

Filed 2026-10-20

Fortis Group Advisors, LLC

CLOSED

Shares0 from 4,216

Change-4,216 (-100%)

Value$0 (-$214.3K)

Filed 2026-11-06

Frederick Financial Consultants, LLC

CLOSED

Shares0 from 4,058

Change-4,058 (-100%)

Value$0 (-$206.3K)

Filed 2026-10-29

Financial Management Professionals, Inc.

DECREASED

Shares0 from 65

Change-65 (-100%)

Value$6 (-$3.3K)

Filed 2026-10-23

Envestnet Asset Management Inc

N/A

Shares— from 2,446,137

Change-2,446,137 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 457,043

Change-457,043 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 353,825

Change-353,825 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 276,068

Change-276,068 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 239,548

Change-239,548 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 117,636

Change-117,636 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 116,750

Change-116,750 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 105,053

Change-105,053 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 83,501

Change-83,501 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 83,147

Change-83,147 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 65,573

Change-65,573 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 64,028

Change-64,028 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 62,424

Change-62,424 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 61,786

Change-61,786 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 60,815

Change-60,815 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 58,481

Change-58,481 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 52,823

Change-52,823 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 48,477

Change-48,477 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 47,529

Change-47,529 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 44,151

Change-44,151 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 43,894

Change-43,894 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 39,738

Change-39,738 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 38,074

Change-38,074 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 33,796

Change-33,796 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 25,595

Change-25,595 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 24,958

Change-24,958 (-100%)

Value—

Midwestern Financial, LLC

N/A

Shares— from 23,160

Change-23,160 (-100%)

Value—

CNB Bank

N/A

Shares— from 20,451

Change-20,451 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 17,452

Change-17,452 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 17,235

Change-17,235 (-100%)

Value—

Regimen Wealth, LLC

N/A

Shares— from 15,577

Change-15,577 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 14,517

Change-14,517 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 13,384

Change-13,384 (-100%)

Value—

Core Wealth Advisors, Inc.

N/A

Shares— from 13,160

Change-13,160 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,945

Change-10,945 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,695

Change-10,695 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 10,058

Change-10,058 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,961

Change-9,961 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 8,327

Change-8,327 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 8,024

Change-8,024 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 7,439

Change-7,439 (-100%)

Value—

Arrowroot Family Office, LLC

N/A

Shares— from 7,121

Change-7,121 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 6,658

Change-6,658 (-100%)

Value—

UBS Group AG

N/A

Shares— from 6,524

Change-6,524 (-100%)

Value—

Castle Wealth Management LLC

N/A

Shares— from 6,332

Change-6,332 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 6,180

Change-6,180 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 6,140

Change-6,140 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 5,379

Change-5,379 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 4,573

Change-4,573 (-100%)

Value—

Investment Advisory Group, LLC

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 4,100

Change-4,100 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 4,001

Change-4,001 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,446

Change-1,446 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,386

Change-1,386 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 899

Change-899 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 790

Change-790 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 750

Change-750 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 424

Change-424 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 423

Change-423 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	716,107	690,054	+26,053	+4%	$35.1M	$33.9M	-$1.1M	2026-11-06
Goldstein Advisors, LLC	INCREASED	439,195	436,469	+2,726	+1%	$22.2M	$20.8M	-$1.4M	2026-10-15
CX Institutional	DECREASED	358,295	428,304	-70,009	-16%	$21.8M	$17.0K	-$21.8M	2026-10-02
Prime Capital Investment Advisors, LLC	DECREASED	340,957	351,005	-10,048	-3%	$17.8M	$16.2M	-$1.7M	2026-10-20
Condor Capital Management	DECREASED	177,573	177,881	-308	0%	$9.0M	$8.4M	-$628.2K	2026-11-06
IFP Advisors, Inc	INCREASED	154,511	148,181	+6,330	+4%	$7.5M	$7.3M	-$211.3K	2026-10-16
First Affirmative Financial Network	NEW	140,393	—	+140,393	—	—	$6.7M	—	2026-10-21
ARQ Wealth Advisors, LLC	INCREASED	136,207	65,474	+70,733	+108%	$3.3M	$6.5M	+$3.2M	2026-10-29
McAdam, LLC	NEW	125,031	—	+125,031	—	—	$5.9M	—	2026-10-21
Dynamic Advisor Solutions LLC	INCREASED	124,440	123,317	+1,123	+1%	$6.3M	$5.9M	-$372.2K	2026-10-13
Henderson Brothers Financial Partners, LLC	INCREASED	112,178	96,635	+15,543	+16%	$4.9M	$5.3M	+$403.1K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	87,057	94,628	-7,571	-8%	$4.8M	$4.1M	-$685.2K	2026-11-02
GEM Asset Management, LLC	DECREASED	84,145	87,210	-3,065	-4%	$4.4M	$4.0M	-$446.1K	2026-10-13
Kestra Advisory Services, LLC	DECREASED	79,594	89,298	-9,704	-11%	$4.5M	$3.8M	-$767.9K	2026-11-02
Visionary Wealth Advisors	INCREASED	74,629	74,571	+58	+0%	$3.8M	$3.5M	-$254.5K	2026-11-04
Cambridge Investment Research Advisors, Inc.	DECREASED	69,239	70,928	-1,689	-2%	$3.6M	$3.3M	-$325.0K	2026-11-02
PNC Financial Services Group, Inc.	INCREASED	46,389	33,846	+12,543	+37%	$1.7M	$2.2M	+$477.6K	2026-11-06
Mather Group, Llc.	INCREASED	44,562	28,833	+15,729	+55%	$1.5M	$2.1M	+$645.9K	2026-10-14
Landmark Wealth Management, LLC	DECREASED	43,853	57,033	-13,180	-23%	$2.9M	$2.1M	-$821.3K	2026-11-03
Melone Private Wealth, LLC	INCREASED	27,792	27,646	+146	+1%	$1.4M	$1.3M	-$88.4K	2026-10-16
Concurrent Investment Advisors, LLC	INCREASED	18,851	18,829	+22	+0%	$957.2K	$893.2K	-$63.9K	2026-10-16
Aprio Wealth Management, LLC	DECREASED	16,732	17,234	-502	-3%	$876.1K	$792.8K	-$83.2K	2026-10-28
Westside Investment Management, Inc.	UNCHANGED	16,200	16,200	0	0%	$823.5K	$767.6K	-$55.9K	2026-11-02
Gerber Kawasaki Wealth & Investment Management	INCREASED	15,122	14,140	+982	+7%	$718.8K	$716.6K	-$2.2K	2026-10-29
ERn Financial, LLC	DECREASED	15,095	16,170	-1,075	-7%	$822.0K	$715.3K	-$106.7K	2026-10-28
Clearview Wealth Management LLC	INCREASED	14,929	13,001	+1,928	+15%	$660.9K	$708.7K	+$47.8K	2026-10-16
PFG Advisors	INCREASED	14,390	14,232	+158	+1%	$723.5K	$681.9K	-$41.6K	2026-10-16
marrick wealth, LLC	INCREASED	13,429	13,266	+163	+1%	$674.4K	$636.3K	-$38.1K	2026-10-20
Portfolio Resources Advisor Group, Inc.	UNCHANGED	12,948	12,948	0	0%	$648.0K	$658.2K	+$10.2K	2026-10-20
Fifth Third Bancorp	INCREASED	12,573	11,021	+1,552	+14%	$560.2K	$595.8K	+$35.5K	2026-11-05
First Heartland Consultants, Inc.	DECREASED	12,404	27,520	-15,116	-55%	$1.4M	$587.8K	-$811.2K	2026-10-08
Equity Wealth Partners, LLC	DECREASED	11,417	16,649	-5,232	-31%	$846.4K	$541.0K	-$305.4K	2026-10-26
Palatine Hill Wealth Management, LLC	INCREASED	9,863	9,506	+357	+4%	$483.2K	$467.4K	-$15.9K	2026-11-03
Trilogy Capital Inc.	INCREASED	9,525	8,625	+900	+10%	$438.5K	$451.3K	+$12.9K	2026-10-20
Merit Financial Group, LLC	INCREASED	8,994	8,982	+12	+0%	$456.6K	$426.2K	-$30.4K	2026-11-06
Stewardship Advisors, LLC	UNCHANGED	7,925	7,925	0	0%	$402.9K	$375.5K	-$27.3K	2026-10-20
Unique Wealth, LLC	UNCHANGED	7,310	7,310	0	0%	$371.6K	$346.4K	-$25.2K	2026-10-16
Creative Planning	DECREASED	5,234	6,117	-883	-14%	$311.0K	$248.0K	-$62.9K	2026-11-02
Bill Few Associates, Inc.	UNCHANGED	5,040	5,040	0	0%	$256.2K	$238.8K	-$17.4K	2026-10-09
Avidian Wealth Enterprises, LLC	INCREASED	4,963	3,987	+976	+24%	$202.7K	$235.2K	+$32.5K	2026-10-08
Private Trust Co NA	DECREASED	4,849	5,498	-649	-12%	$279.5K	$229.8K	-$49.7K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	4,680	4,678	+2	+0%	$236.5K	$220.6K	-$15.9K	2026-10-13
Lodestone Wealth Management LLC	DECREASED	3,369	3,415	-46	-1%	$173.6K	$159.7K	-$13.9K	2026-10-14
Assetmark, Inc	INCREASED	2,218	887	+1,331	+150%	$45.1K	$105.1K	+$60.0K	2026-10-21
Caldwell Trust Co	UNCHANGED	770	770	0	0%	$39.1K	$36.5K	-$2.7K	2026-10-30
Eukles Asset Management	NEW	301	—	+301	—	—	$14.3K	—	2026-11-04
Farther Finance Advisors, LLC	DECREASED	61	461	-400	-87%	$23.4K	$2.9K	-$20.5K	2026-10-08
Signaturefd, LLC	UNCHANGED	12	12	0	0%	$603	$567	-$36	2026-10-23
Larson Financial Group LLC	UNCHANGED	1	1	0	0%	$35	$33	-$2	2026-11-05
Cooper Capital Advisors LLC	CLOSED	0	34,400	-34,400	-100%	$1.7M	$0	-$1.7M	2026-10-29
Altus Wealth Group LLC	CLOSED	0	15,237	-15,237	-100%	$774.6K	$0	-$774.6K	2026-10-20
Fortis Group Advisors, LLC	CLOSED	0	4,216	-4,216	-100%	$214.3K	$0	-$214.3K	2026-11-06
Frederick Financial Consultants, LLC	CLOSED	0	4,058	-4,058	-100%	$206.3K	$0	-$206.3K	2026-10-29
Financial Management Professionals, Inc.	DECREASED	0	65	-65	-100%	$3.3K	$6	-$3.3K	2026-10-23
Envestnet Asset Management Inc	N/A	—	2,446,137	-2,446,137	-100%	$124.3M	—	—	—
Morgan Stanley	N/A	—	457,043	-457,043	-100%	$23.2M	—	—	—
Ameriprise Financial Inc	N/A	—	353,825	-353,825	-100%	$18.0M	—	—	—
Raymond James Financial Inc	N/A	—	276,068	-276,068	-100%	$14.0M	—	—	—
Private Advisor Group, LLC	N/A	—	239,548	-239,548	-100%	$12.2M	—	—	—
Arax Advisory Partners	N/A	—	117,636	-117,636	-100%	$6.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	116,750	-116,750	-100%	$5.9M	—	—	—
FAS Wealth Partners, Inc.	N/A	—	105,053	-105,053	-100%	$5.3M	—	—	—
Elequin Capital, LP	N/A	—	83,501	-83,501	-100%	$4.2M	—	—	—
Jane Street Group, LLC	N/A	—	83,147	-83,147	-100%	$4.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	65,573	-65,573	-100%	$3.3M	—	—	—
JPMorgan Chase & Co	N/A	—	64,028	-64,028	-100%	$3.3M	—	—	—
IHT Wealth Management, LLC	N/A	—	62,424	-62,424	-100%	$3.2M	—	—	—
HighTower Advisors, LLC	N/A	—	61,786	-61,786	-100%	$3.1M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	60,815	-60,815	-100%	$3.1M	—	—	—
Cary Street Partners Financial LLC	N/A	—	58,481	-58,481	-100%	$3.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	52,823	-52,823	-100%	$2.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	48,477	-48,477	-100%	$2.5M	—	—	—
Royal Bank of Canada	N/A	—	47,529	-47,529	-100%	$2.4M	—	—	—
GWN Securities Inc.	N/A	—	44,151	-44,151	-100%	$2.2M	—	—	—
Allied Private Wealth LLC	N/A	—	43,894	-43,894	-100%	$2.2M	—	—	—
OneAscent Financial Services LLC	N/A	—	39,738	-39,738	-100%	$2.0M	—	—	—
Mutual Advisors, LLC	N/A	—	38,074	-38,074	-100%	$1.9M	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	33,796	-33,796	-100%	$1.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	25,595	-25,595	-100%	$1.3M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	24,958	-24,958	-100%	$1.3M	—	—	—
Midwestern Financial, LLC	N/A	—	23,160	-23,160	-100%	$1.2M	—	—	—
CNB Bank	N/A	—	20,451	-20,451	-100%	$1.0M	—	—	—
Equitable Holdings, Inc.	N/A	—	17,452	-17,452	-100%	$887.2K	—	—	—
Stifel Financial Corp	N/A	—	17,235	-17,235	-100%	$876.2K	—	—	—
Regimen Wealth, LLC	N/A	—	15,577	-15,577	-100%	$791.8K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	14,517	-14,517	-100%	$738.0K	—	—	—
SageView Advisory Group, LLC	N/A	—	13,384	-13,384	-100%	$680.4K	—	—	—
Core Wealth Advisors, Inc.	N/A	—	13,160	-13,160	-100%	$669.0K	—	—	—
Citadel Advisors LLC	N/A	—	10,945	-10,945	-100%	$556.4K	—	—	—
Cetera Investment Advisers	N/A	—	10,695	-10,695	-100%	$543.7K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	10,058	-10,058	-100%	$511.3K	—	—	—
MML Investors Services, LLC	N/A	—	9,961	-9,961	-100%	$506.3K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	8,327	-8,327	-100%	$423.3K	—	—	—
Captrust Financial Advisors	N/A	—	8,024	-8,024	-100%	$407.9K	—	—	—
Lifeworks Advisors, LLC	N/A	—	7,439	-7,439	-100%	$378.2K	—	—	—
Arrowroot Family Office, LLC	N/A	—	7,121	-7,121	-100%	$362.0K	—	—	—
Savvy Advisors, Inc.	N/A	—	6,658	-6,658	-100%	$338.5K	—	—	—
UBS Group AG	N/A	—	6,524	-6,524	-100%	$331.6K	—	—	—
Castle Wealth Management LLC	N/A	—	6,332	-6,332	-100%	$321.9K	—	—	—
C M Bidwell & Associates LTD	N/A	—	6,180	-6,180	-100%	$314.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	6,140	-6,140	-100%	$312.0K	—	—	—
Inspire Advisors, LLC	N/A	—	5,379	-5,379	-100%	$273.4K	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	4,573	-4,573	-100%	$232.5K	—	—	—
Investment Advisory Group, LLC	N/A	—	4,500	-4,500	-100%	$228.8K	—	—	—
Pure Financial Advisors, LLC	N/A	—	4,100	-4,100	-100%	$208.4K	—	—	—
PFG Investments, LLC	N/A	—	4,001	-4,001	-100%	$203.4K	—	—	—
Capital Analysts, LLC	N/A	—	1,446	-1,446	-100%	$74.0K	—	—	—
Bessemer Group Inc	N/A	—	1,386	-1,386	-100%	$70.0K	—	—	—
Harbour Investments, Inc.	N/A	—	899	-899	-100%	$45.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	790	-790	-100%	$40.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	750	-750	-100%	$38.1K	—	—	—
IFG Advisory, LLC	N/A	—	424	-424	-100%	$21.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	423	-423	-100%	$21.5K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$44	—	—	—
BlackRock, Inc.	N/A	—	1	-1	-100%	$35	—	—	—

Showing 115 of 115 institutions