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Ishares Intermediate Muni in (INMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,937,823 from 2,896,977
Change+1,040,846 (+36%)
Value$90.1M (+$19.9M)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
DECREASED
Shares1,948,707 from 2,129,632
Change-180,925 (-8%)
Value$44.6M (-$7.0M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,567,198 from 1,354,996
Change+212,202 (+16%)
Value$35.9M (+$3.0M)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares1,258,191 from 1,132,001
Change+126,190 (+11%)
Value$28.8M (+$1.3M)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares542,398 from 481,235
Change+61,163 (+13%)
Value$12.4M (+$745.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares463,889 from 965,914
Change-502,025 (-52%)
Value$10.6M (-$12.8M)
Filed 2026-11-02
Vise Technologies, Inc.
NEW
Shares353,101
Change+353,101
Value$8.1M
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares350,140 from 75,367
Change+274,773 (+365%)
Value$8.0M (+$6.2M)
Filed 2026-11-02
Resonant Capital Advisors, LLC
DECREASED
Shares304,042 from 391,176
Change-87,134 (-22%)
Value$7.0M (-$2.5M)
Filed 2026-10-15
Unique Wealth, LLC
DECREASED
Shares265,247 from 274,022
Change-8,775 (-3%)
Value$6.1M (-$573.5K)
Filed 2026-10-16
Paulson Wealth Management Inc.
INCREASED
Shares241,673 from 225,374
Change+16,299 (+7%)
Value$5.5M (+$66.6K)
Filed 2026-11-02
Skyline Advisors, Inc.
INCREASED
Shares240,018 from 232,920
Change+7,098 (+3%)
Value$5.5M (-$154.3K)
Filed 2026-11-03
Advisory Resource Group
INCREASED
Shares224,820 from 174,726
Change+50,094 (+29%)
Value$5.1M (+$909.0K)
Filed 2026-10-26
Keystone Financial Group, Inc.
DECREASED
Shares190,432 from 244,206
Change-53,774 (-22%)
Value$4.4M (-$1.6M)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED
Shares189,572 from 142,620
Change+46,952 (+33%)
Value$4.3M (+$880.8K)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
NEW
Shares180,578
Change+180,578
Value$4.1M
Filed 2026-10-20
Elevated Financial Group LLC
NEW
Shares176,728
Change+176,728
Value$4.0M
Filed 2026-10-16
Archer Investment Management, LLC
INCREASED
Shares173,896 from 145,722
Change+28,174 (+19%)
Value$4.0M (+$446.7K)
Filed 2026-10-13
Forte Asset Management LLC
UNCHANGED
Shares170,000 from 170,000
Change0 (0%)
Value$3.9M (-$231.2K)
Filed 2026-10-13
TrustWell Financial Advisors, LLC
INCREASED
Shares118,585 from 112,886
Change+5,699 (+5%)
Value$2.7M (-$23.1K)
Filed 2026-10-15
Diversify Advisory Services, LLC
INCREASED
Shares115,230 from 59,241
Change+55,989 (+95%)
Value$2.7M (+$1.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares115,230 from 59,241
Change+55,989 (+95%)
Value$2.7M (+$1.3M)
Filed 2026-10-20
Novem Group
INCREASED
Shares114,630 from 62,077
Change+52,553 (+85%)
Value$2.6M (+$1.1M)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares112,833 from 108,067
Change+4,766 (+4%)
Value$2.6M (-$37.9K)
Filed 2026-10-28
Centerline Wealth Advisors, LLC
DECREASED
Shares100,098 from 115,952
Change-15,854 (-14%)
Value$2.3M (-$520.6K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares87,580 from 8,693
Change+78,887 (+907%)
Value$2.0M (+$1.8M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares79,550 from 80,965
Change-1,415 (-2%)
Value$1.8M (-$142.5K)
Filed 2026-11-05
Financial Partners Group, Inc
INCREASED
Shares77,329 from 10,671
Change+66,658 (+625%)
Value$1.8M (+$1.5M)
Filed 2026-10-19
Gray Private Wealth, LLC
NEW
Shares74,069
Change+74,069
Value$1.7M
Filed 2026-10-28
Intrua Financial, LLC
INCREASED
Shares66,716 from 62,166
Change+4,550 (+7%)
Value$1.5M (+$19.6K)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED
Shares65,184 from 90,967
Change-25,783 (-28%)
Value$1.5M (-$713.9K)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares64,314 from 63,485
Change+829 (+1%)
Value$1.5M (-$67.4K)
Filed 2026-10-08
LongView Wealth Management
DECREASED
Shares58,311 from 59,636
Change-1,325 (-2%)
Value$1.3M (-$111.4K)
Filed 2026-10-19
Compass Financial Group, Inc
INCREASED
Shares58,013 from 49,463
Change+8,550 (+17%)
Value$1.3M (+$128.4K)
Filed 2026-10-13
RTD Financial Advisors, Inc.
NEW
Shares56,304
Change+56,304
Value$1.3M
Filed 2026-10-09
Landmark Wealth Management, LLC
INCREASED
Shares50,453 from 49,926
Change+527 (+1%)
Value$1.2M (-$55.8K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares48,875 from 62,960
Change-14,085 (-22%)
Value$1.1M (-$408.0K)
Filed 2026-10-13
SimpliFi, Inc.
INCREASED
Shares45,243 from 44,856
Change+387 (+1%)
Value$1.0M (-$52.1K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
INCREASED
Shares40,496 from 37,932
Change+2,564 (+7%)
Value$927.0K (+$7.1K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares39,253 from 34,848
Change+4,405 (+13%)
Value$899.0K (+$54.0K)
Filed 2026-11-02
MMA Asset Management LLC
UNCHANGED
Shares38,780 from 38,780
Change0 (0%)
Value$887.7K (-$52.7K)
Filed 2026-11-02
Peoples Bank
NEW
Shares38,002
Change+38,002
Value$869.9K
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares32,619 from 29,630
Change+2,989 (+10%)
Value$747.0K (+$28.0K)
Filed 2026-10-26
Capital Planning LLC
NEW
Shares32,046
Change+32,046
Value$733.5K
Filed 2026-10-09
Silverlake Wealth Management LLC
DECREASED
Shares30,777 from 39,580
Change-8,803 (-22%)
Value$704.5K (-$255.3K)
Filed 2026-10-21
Daviman Financial, LLC
INCREASED
Shares28,507 from 11,284
Change+17,223 (+153%)
Value$652.5K (+$378.9K)
Filed 2026-11-06
Parsons Capital Management Inc
INCREASED
Shares28,452 from 25,754
Change+2,698 (+10%)
Value$651.3K (+$26.7K)
Filed 2026-10-28
Atwater Malick LLC
INCREASED
Shares28,307 from 21,337
Change+6,970 (+33%)
Value$647.9K (+$130.5K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares28,302 from 17,119
Change+11,183 (+65%)
Value$653.2K (+$238.1K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares27,817 from 28,810
Change-993 (-3%)
Value$636.7K (-$61.9K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares27,554 from 17,388
Change+10,166 (+58%)
Value$630.7K (+$209.1K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares23,933 from 11,062
Change+12,871 (+116%)
Value$547.8K (+$279.6K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares21,606 from 14,606
Change+7,000 (+48%)
Value$494.6K (+$140.4K)
Filed 2026-10-23
Tennessee Valley Asset Management Partners
INCREASED
Shares20,027 from 19,993
Change+34 (+0%)
Value$458.4K (-$26.4K)
Filed 2026-11-03
Syverson Strege & Co
UNCHANGED
Shares19,822 from 19,822
Change0 (0%)
Value$453.7K (-$27.0K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares18,984 from 3,517
Change+15,467 (+440%)
Value$434.5K (+$349.3K)
Filed 2026-11-06
Marino, Stram & Associates LLC
INCREASED
Shares18,107 from 9,000
Change+9,107 (+101%)
Value$414.5K (+$196.2K)
Filed 2026-10-22
Winthrop Advisory Group LLC
NEW
Shares17,708
Change+17,708
Value$405.3K
Filed 2026-10-22
Urban Wealth Management, LLC
NEW
Shares17,181
Change+17,181
Value$393.3K
Filed 2026-10-21
Objective Capital Management, LLC
INCREASED
Shares16,500 from 15,300
Change+1,200 (+8%)
Value$377.7K (+$6.7K)
Filed 2026-10-13
Fifth Third Securities, Inc.
NEW
Shares15,810
Change+15,810
Value$361.9K
Filed 2026-10-21
McNaughton Wealth Management, LLC
NEW
Shares15,529
Change+15,529
Value$355.5K
Filed 2026-10-09
Saxon Interests, Inc.
NEW
Shares15,375
Change+15,375
Value$351.9K
Filed 2026-10-26
Mattern Capital Management, LLC
DECREASED
Shares15,253 from 15,418
Change-165 (-1%)
Value$349.1K (-$24.7K)
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares13,299 from 14,661
Change-1,362 (-9%)
Value$304.4K (-$51.1K)
Filed 2026-10-05
Concurrent Investment Advisors, LLC
UNCHANGED
Shares11,260 from 11,260
Change0 (0%)
Value$257.7K (-$15.3K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares11,045 from 9,895
Change+1,150 (+12%)
Value$252.8K (+$12.9K)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
NEW
Shares11,021
Change+11,021
Value$252.3K
Filed 2026-10-09
Axxcess Wealth Management, LLC
NEW
Shares10,745
Change+10,745
Value$246.0K
Filed 2026-10-21
Charis Legacy Partners, LLC
INCREASED
Shares10,495 from 10,406
Change+89 (+1%)
Value$240.2K (-$12.1K)
Filed 2026-10-22
ERn Financial, LLC
INCREASED
Shares9,884 from 9,200
Change+684 (+7%)
Value$226.2K (+$3.1K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares8,990 from 9,399
Change-409 (-4%)
Value$205.4K (-$21.4K)
Filed 2026-10-13
Creative Financial Designs Inc
NEW
Shares7,235
Change+7,235
Value$165.6K
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares6,140 from 7,475
Change-1,335 (-18%)
Value$140.5K (-$40.7K)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares5,004 from 5,004
Change0 (0%)
Value$114.5K (-$6.8K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares3,412 from 232,339
Change-228,927 (-99%)
Value$78.1K (-$5.6M)
Filed 2026-10-08
Blue Trust, Inc.
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$60.3K (-$3.6K)
Filed 2026-10-15
Fifth Third Bancorp
UNCHANGED
Shares1,956 from 1,956
Change0 (0%)
Value$44.8K (-$2.7K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,402 from 1,402
Change0 (0%)
Value$32.1K (-$1.9K)
Filed 2026-10-21
Rossby Financial, LCC
NEW
Shares958
Change+958
Value$21.9K
Filed 2026-11-05
Clayton Financial Group LLC
NEW
Shares838
Change+838
Value$19.2K
Filed 2026-10-13
Assetmark, Inc
NEW
Shares364
Change+364
Value$8.3K
Filed 2026-10-21
Allworth Financial LP
NEW
Shares323
Change+323
Value$7.8K
Filed 2026-11-06
Foresight Capital Management Advisors, Inc.
NEW
Shares146
Change+146
Value$3.3K
Filed 2026-10-27
IFP Advisors, Inc
NEW
Shares105
Change+105
Value$2.4K
Filed 2026-10-16
Signature Equity Partners, LLC
INCREASED
Shares77 from 76
Change+1 (+1%)
Value$1.8K (-$88)
Filed 2026-10-29
Boyum Wealth Architects LLC
CLOSED
Shares0 from 25,132
Change-25,132 (-100%)
Value$0 (-$605.7K)
Filed 2026-10-06
Fairvoy Private Wealth, LLC
CLOSED
Shares0 from 8,461
Change-8,461 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-19
Apollon Financial, LLC
CLOSED
Shares0 from 8,460
Change-8,460 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 8,355
Change-8,355 (-100%)
Value$0 (-$202.6K)
Filed 2026-11-04
Dynasty Wealth Management, LLC
N/A
Shares— from 3,921,776
Change-3,921,776 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,674,126
Change-2,674,126 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,463,671
Change-2,463,671 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,861,458
Change-1,861,458 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 507,001
Change-507,001 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 387,172
Change-387,172 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 329,844
Change-329,844 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 277,765
Change-277,765 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 166,220
Change-166,220 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 142,128
Change-142,128 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 129,128
Change-129,128 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 122,259
Change-122,259 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 105,011
Change-105,011 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 83,562
Change-83,562 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 83,177
Change-83,177 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 80,637
Change-80,637 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 72,546
Change-72,546 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 66,878
Change-66,878 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 64,428
Change-64,428 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 50,807
Change-50,807 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 48,091
Change-48,091 (-100%)
Value—
&partners
N/A
Shares— from 43,113
Change-43,113 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 40,454
Change-40,454 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 37,937
Change-37,937 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 35,653
Change-35,653 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,083
Change-34,083 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 29,086
Change-29,086 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 25,311
Change-25,311 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 24,793
Change-24,793 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 20,804
Change-20,804 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,930
Change-12,930 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,684
Change-12,684 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,523
Change-12,523 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 12,234
Change-12,234 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 12,030
Change-12,030 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,969
Change-10,969 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 10,783
Change-10,783 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 10,758
Change-10,758 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,430
Change-10,430 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 9,115
Change-9,115 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 6,855
Change-6,855 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,937,8232,896,977+1,040,846+36%$70.3M$90.1M+$19.9M2026-11-06
Sagespring Wealth Partners, LLC
DECREASED1,948,7072,129,632-180,925-8%$51.6M$44.6M-$7.0M2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED1,567,1981,354,996+212,202+16%$32.9M$35.9M+$3.0M2026-10-21
Larson Financial Group LLC
INCREASED1,258,1911,132,001+126,190+11%$27.5M$28.8M+$1.3M2026-11-05
Merit Financial Group, LLC
INCREASED542,398481,235+61,163+13%$11.7M$12.4M+$745.5K2026-11-06
Commonwealth Equity Services, LLC
DECREASED463,889965,914-502,025-52%$23.4M$10.6M-$12.8M2026-11-02
Vise Technologies, Inc.
NEW353,101—+353,101——$8.1M—2026-10-29
Golden State Wealth Management, LLC
INCREASED350,14075,367+274,773+365%$1.8M$8.0M+$6.2M2026-11-02
Resonant Capital Advisors, LLC
DECREASED304,042391,176-87,134-22%$9.5M$7.0M-$2.5M2026-10-15
Unique Wealth, LLC
DECREASED265,247274,022-8,775-3%$6.6M$6.1M-$573.5K2026-10-16
Paulson Wealth Management Inc.
INCREASED241,673225,374+16,299+7%$5.5M$5.5M+$66.6K2026-11-02
Skyline Advisors, Inc.
INCREASED240,018232,920+7,098+3%$5.6M$5.5M-$154.3K2026-11-03
Advisory Resource Group
INCREASED224,820174,726+50,094+29%$4.2M$5.1M+$909.0K2026-10-26
Keystone Financial Group, Inc.
DECREASED190,432244,206-53,774-22%$5.9M$4.4M-$1.6M2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED189,572142,620+46,952+33%$3.5M$4.3M+$880.8K2026-10-16
Benchmark Financial Wealth Advisors, LLC
NEW180,578—+180,578——$4.1M—2026-10-20
Elevated Financial Group LLC
NEW176,728—+176,728——$4.0M—2026-10-16
Archer Investment Management, LLC
INCREASED173,896145,722+28,174+19%$3.5M$4.0M+$446.7K2026-10-13
Forte Asset Management LLC
UNCHANGED170,000170,00000%$4.1M$3.9M-$231.2K2026-10-13
TrustWell Financial Advisors, LLC
INCREASED118,585112,886+5,699+5%$2.7M$2.7M-$23.1K2026-10-15
Diversify Advisory Services, LLC
INCREASED115,23059,241+55,989+95%$1.4M$2.7M+$1.3M2026-10-20
Diversify Wealth Management, LLC
INCREASED115,23059,241+55,989+95%$1.4M$2.7M+$1.3M2026-10-20
Novem Group
INCREASED114,63062,077+52,553+85%$1.5M$2.6M+$1.1M2026-10-19
MGO One Seven LLC
INCREASED112,833108,067+4,766+4%$2.6M$2.6M-$37.9K2026-10-28
Centerline Wealth Advisors, LLC
DECREASED100,098115,952-15,854-14%$2.8M$2.3M-$520.6K2026-10-15
Kestra Advisory Services, LLC
INCREASED87,5808,693+78,887+907%$210.8K$2.0M+$1.8M2026-11-02
Bank of New York Mellon Corp
DECREASED79,55080,965-1,415-2%$2.0M$1.8M-$142.5K2026-11-05
Financial Partners Group, Inc
INCREASED77,32910,671+66,658+625%$258.8K$1.8M+$1.5M2026-10-19
Gray Private Wealth, LLC
NEW74,069—+74,069——$1.7M—2026-10-28
Intrua Financial, LLC
INCREASED66,71662,166+4,550+7%$1.5M$1.5M+$19.6K2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED65,18490,967-25,783-28%$2.2M$1.5M-$713.9K2026-10-16
Apella Capital, LLC
INCREASED64,31463,485+829+1%$1.5M$1.5M-$67.4K2026-10-08
LongView Wealth Management
DECREASED58,31159,636-1,325-2%$1.4M$1.3M-$111.4K2026-10-19
Compass Financial Group, Inc
INCREASED58,01349,463+8,550+17%$1.2M$1.3M+$128.4K2026-10-13
RTD Financial Advisors, Inc.
NEW56,304—+56,304——$1.3M—2026-10-09
Landmark Wealth Management, LLC
INCREASED50,45349,926+527+1%$1.2M$1.2M-$55.8K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED48,87562,960-14,085-22%$1.5M$1.1M-$408.0K2026-10-13
SimpliFi, Inc.
INCREASED45,24344,856+387+1%$1.1M$1.0M-$52.1K2026-10-28
Redhawk Wealth Advisors, Inc.
INCREASED40,49637,932+2,564+7%$919.9K$927.0K+$7.1K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED39,25334,848+4,405+13%$845.0K$899.0K+$54.0K2026-11-02
MMA Asset Management LLC
UNCHANGED38,78038,78000%$940.4K$887.7K-$52.7K2026-11-02
Peoples Bank
NEW38,002—+38,002——$869.9K—2026-10-26
Park Avenue Securities LLC
INCREASED32,61929,630+2,989+10%$719.0K$747.0K+$28.0K2026-10-26
Capital Planning LLC
NEW32,046—+32,046——$733.5K—2026-10-09
Silverlake Wealth Management LLC
DECREASED30,77739,580-8,803-22%$959.8K$704.5K-$255.3K2026-10-21
Daviman Financial, LLC
INCREASED28,50711,284+17,223+153%$273.6K$652.5K+$378.9K2026-11-06
Parsons Capital Management Inc
INCREASED28,45225,754+2,698+10%$624.5K$651.3K+$26.7K2026-10-28
Atwater Malick LLC
INCREASED28,30721,337+6,970+33%$517.4K$647.9K+$130.5K2026-10-15
AdvisorNet Financial, Inc
INCREASED28,30217,119+11,183+65%$415.1K$653.2K+$238.1K2026-10-15
Sigma Planning Corp
DECREASED27,81728,810-993-3%$698.6K$636.7K-$61.9K2026-10-23
Truist Financial Corp
INCREASED27,55417,388+10,166+58%$421.7K$630.7K+$209.1K2026-10-30
Private Trust Co NA
INCREASED23,93311,062+12,871+116%$268.3K$547.8K+$279.6K2026-10-20
Apollon Wealth Management, LLC
INCREASED21,60614,606+7,000+48%$354.2K$494.6K+$140.4K2026-10-23
Tennessee Valley Asset Management Partners
INCREASED20,02719,993+34+0%$484.8K$458.4K-$26.4K2026-11-03
Syverson Strege & Co
UNCHANGED19,82219,82200%$480.7K$453.7K-$27.0K2026-11-02
PNC Financial Services Group, Inc.
INCREASED18,9843,517+15,467+440%$85.3K$434.5K+$349.3K2026-11-06
Marino, Stram & Associates LLC
INCREASED18,1079,000+9,107+101%$218.3K$414.5K+$196.2K2026-10-22
Winthrop Advisory Group LLC
NEW17,708—+17,708——$405.3K—2026-10-22
Urban Wealth Management, LLC
NEW17,181—+17,181——$393.3K—2026-10-21
Objective Capital Management, LLC
INCREASED16,50015,300+1,200+8%$371.0K$377.7K+$6.7K2026-10-13
Fifth Third Securities, Inc.
NEW15,810—+15,810——$361.9K—2026-10-21
McNaughton Wealth Management, LLC
NEW15,529—+15,529——$355.5K—2026-10-09
Saxon Interests, Inc.
NEW15,375—+15,375——$351.9K—2026-10-26
Mattern Capital Management, LLC
DECREASED15,25315,418-165-1%$373.9K$349.1K-$24.7K2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED13,29914,661-1,362-9%$355.5K$304.4K-$51.1K2026-10-05
Concurrent Investment Advisors, LLC
UNCHANGED11,26011,26000%$273.1K$257.7K-$15.3K2026-10-16
Davenport & Co LLC
INCREASED11,0459,895+1,150+12%$240.0K$252.8K+$12.9K2026-10-14
Capital Advisors Wealth Management, LLC
NEW11,021—+11,021——$252.3K—2026-10-09
Axxcess Wealth Management, LLC
NEW10,745—+10,745——$246.0K—2026-10-21
Charis Legacy Partners, LLC
INCREASED10,49510,406+89+1%$252.3K$240.2K-$12.1K2026-10-22
ERn Financial, LLC
INCREASED9,8849,200+684+7%$223.1K$226.2K+$3.1K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED8,9909,399-409-4%$226.8K$205.4K-$21.4K2026-10-13
Creative Financial Designs Inc
NEW7,235—+7,235——$165.6K—2026-11-04
Parallel Advisors, LLC
DECREASED6,1407,475-1,335-18%$181.3K$140.5K-$40.7K2026-11-03
US Bancorp \de\
UNCHANGED5,0045,00400%$121.3K$114.5K-$6.8K2026-11-05
Farther Finance Advisors, LLC
DECREASED3,412232,339-228,927-99%$5.6M$78.1K-$5.6M2026-10-08
Blue Trust, Inc.
UNCHANGED2,6332,63300%$63.9K$60.3K-$3.6K2026-10-15
Fifth Third Bancorp
UNCHANGED1,9561,95600%$47.4K$44.8K-$2.7K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED1,4021,40200%$34.0K$32.1K-$1.9K2026-10-21
Rossby Financial, LCC
NEW958—+958——$21.9K—2026-11-05
Clayton Financial Group LLC
NEW838—+838——$19.2K—2026-10-13
Assetmark, Inc
NEW364—+364——$8.3K—2026-10-21
Allworth Financial LP
NEW323—+323——$7.8K—2026-11-06
Foresight Capital Management Advisors, Inc.
NEW146—+146——$3.3K—2026-10-27
IFP Advisors, Inc
NEW105—+105——$2.4K—2026-10-16
Signature Equity Partners, LLC
INCREASED7776+1+1%$1.8K$1.8K-$882026-10-29
Boyum Wealth Architects LLC
CLOSED025,132-25,132-100%$605.7K$0-$605.7K2026-10-06
Fairvoy Private Wealth, LLC
CLOSED08,461-8,461-100%$205.2K$0-$205.2K2026-10-19
Apollon Financial, LLC
CLOSED08,460-8,460-100%$205.2K$0-$205.2K2026-10-23
Cornerstone Wealth Management, LLC
CLOSED08,355-8,355-100%$202.6K$0-$202.6K2026-11-04
Dynasty Wealth Management, LLC
N/A—3,921,776-3,921,776-100%$95.1M———
JPMorgan Chase & Co
N/A—2,674,126-2,674,126-100%$64.8M———
Arax Advisory Partners
N/A—2,463,671-2,463,671-100%$59.7M———
Vestmark Advisory Solutions, Inc.
N/A—1,861,458-1,861,458-100%$45.1M———
Envestnet Asset Management Inc
N/A—507,001-507,001-100%$12.3M———
Cetera Investment Advisers
N/A—387,172-387,172-100%$9.4M———
Janney Montgomery Scott LLC
N/A—329,844-329,844-100%$8.0M———
Osaic Holdings, Inc.
N/A—277,765-277,765-100%$6.7M———
Summit Financial, LLC
N/A—166,220-166,220-100%$4.0M———
NewEdge Advisors, LLC
N/A—142,128-142,128-100%$3.4M———
Frisch Financial Group, Inc.
N/A—129,128-129,128-100%$3.1M———
Geneos Wealth Management Inc.
N/A—122,259-122,259-100%$3.0M———
MML Investors Services, LLC
N/A—105,011-105,011-100%$2.5M———
Jane Street Group, LLC
N/A—83,562-83,562-100%$2.0M———
HighTower Advisors, LLC
N/A—83,177-83,177-100%$2.0M———
IHT Wealth Management, LLC
N/A—80,637-80,637-100%$2.0M———
Lansing Street Advisors
N/A—72,546-72,546-100%$1.8M———
Strategies Wealth Advisors, LLC
N/A—66,878-66,878-100%$1.6M———
Citadel Advisors LLC
N/A—64,428-64,428-100%$1.6M———
Goldman Sachs Group Inc
N/A—50,807-50,807-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—48,091-48,091-100%$1.2M———
&partners
N/A—43,113-43,113-100%$1.0M———
Magnolia Private Wealth, LLC
N/A—40,454-40,454-100%$981.0K———
Beto Financial Group, LLC
N/A—37,937-37,937-100%$910.9K———
IMA Advisory Services, Inc.
N/A—35,653-35,653-100%$864.6K———
Private Advisor Group, LLC
N/A—34,083-34,083-100%$826.5K———
Focus Partners Wealth
N/A—29,086-29,086-100%$705.3K———
Wealth Alliance, LLC
N/A—25,311-25,311-100%$613.8K———
Wealthspire Retirement, LLC
N/A—24,793-24,793-100%$597.0K———
Evergreen Wealth Partners LLC
N/A—20,804-20,804-100%$504.5K———
Kingsview Wealth Management, LLC
N/A—12,930-12,930-100%$313.6K———
Wells Fargo & Company
N/A—12,684-12,684-100%$307.6K———
Quantinno Capital Management LP
N/A—12,523-12,523-100%$303.7K———
Viawealth, LLC
N/A—12,234-12,234-100%$296.7K———
Equitable Holdings, Inc.
N/A—12,198-12,198-100%$295.8K———
Trajan Wealth LLC
N/A—12,030-12,030-100%$291.7K———
Principal Securities, Inc.
N/A—11,855-11,855-100%$287.5K———
Northwestern Mutual Wealth Management Co
N/A—10,969-10,969-100%$266.0K———
CFO4Life Group, LLC
N/A—10,783-10,783-100%$261.5K———
Liberty Square Wealth Partners LLC
N/A—10,758-10,758-100%$260.9K———
Belpointe Asset Management LLC
N/A—10,430-10,430-100%$252.9K———
Chatterton & Associates Inc.
N/A—9,115-9,115-100%$219.9K———
Fidelis Capital Partners, LLC
N/A—8,865-8,865-100%$215.0K———
PlanVest Financial, Inc
N/A—6,855-6,855-100%$166.2K———
Elequin Capital, LP
N/A—5,425-5,425-100%$131.6K———
Tower Research Capital LLC (TRC)
N/A—5,010-5,010-100%$121.5K———
Crews Bank & Trust
N/A—4,300-4,300-100%$104.3K———
BlackRock, Inc.
N/A—3,362-3,362-100%$81.5K———
Logan Capital Management Inc
N/A—2,139-2,139-100%$51.8K———
Park Place Capital Corp
N/A—1,590-1,590-100%$38.6K———
IFG Advisory, LLC
N/A—1,515-1,515-100%$36.7K———
BFC Planning, Inc.
N/A—1,500-1,500-100%$36.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,500-1,500-100%$36.4K———
Global Retirement Partners, LLC
N/A—845-845-100%$20.5K———
Aptus Capital Advisors, LLC
N/A—701-701-100%$17.0K———
Capital Analysts, LLC
N/A—290-290-100%$7.0K———
Harbour Investments, Inc.
N/A—11-11-100%$267———
Smartleaf Asset Management LLC
N/A—8-8-100%$194———
Showing 148 of 148 institutions