Ishrs Secur Incom ACT ETF (SECU)

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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State of Michigan Retirement System

UNCHANGED

Shares1,900,000 from 1,900,000

Change0 (0%)

Value$92.3M (-$2.5M)

Filed 2026-10-27

LPL Financial LLC

INCREASED

Shares1,014,553 from 885,051

Change+129,502 (+15%)

Value$49.3M (+$5.1M)

Filed 2026-11-06

Assetmark, Inc

INCREASED

Shares314,516 from 243,814

Change+70,702 (+29%)

Value$15.3M (+$3.1M)

Filed 2026-10-21

PNC Financial Services Group, Inc.

DECREASED

Shares243,816 from 252,901

Change-9,085 (-4%)

Value$11.8M (-$770.7K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares215,805 from 139,892

Change+75,913 (+54%)

Value$10.5M (+$3.5M)

Filed 2026-11-02

Diversify Advisory Services, LLC

INCREASED

Shares128,366 from 110,772

Change+17,594 (+16%)

Value$6.3M (+$761.9K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares128,366 from 110,772

Change+17,594 (+16%)

Value$6.3M (+$761.9K)

Filed 2026-10-20

Kelly Financial Services LLC

DECREASED

Shares116,283 from 117,403

Change-1,120 (-1%)

Value$5.6M (-$207.3K)

Filed 2026-10-20

Cabot Wealth Management Inc

NEW

Shares92,456

Change+92,456

Value$4.5M

Filed 2026-11-05

JB Capital LLC

INCREASED

Shares89,605 from 85,247

Change+4,358 (+5%)

Value$4.4M (+$100.6K)

Filed 2026-10-19

Saxony Capital Management, LLC

DECREASED

Shares89,487 from 89,886

Change-399 (0%)

Value$4.3M (-$136.5K)

Filed 2026-10-15

Park Avenue Securities LLC

INCREASED

Shares84,780 from 74,822

Change+9,958 (+13%)

Value$4.1M (+$386.0K)

Filed 2026-10-26

Tennessee Valley Asset Management Partners

INCREASED

Shares73,808 from 70,414

Change+3,394 (+5%)

Value$3.6M (+$73.0K)

Filed 2026-11-03

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

INCREASED

Shares67,728 from 58,133

Change+9,595 (+17%)

Value$3.3M (+$390.2K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

NEW

Shares57,926

Change+57,926

Value$2.8M

Filed 2026-11-02

TCP Asset Management, LLC

INCREASED

Shares54,204 from 35,079

Change+19,125 (+55%)

Value$2.6M (+$870.1K)

Filed 2026-10-14

Bulwark Capital Corp

INCREASED

Shares53,065 from 405

Change+52,660 (+13002%)

Value$2.6M (+$2.6M)

Filed 2026-10-13

Triad Wealth Partners, LLC

INCREASED

Shares46,880 from 45,041

Change+1,839 (+4%)

Value$2.3M (+$46.8K)

Filed 2026-10-26

Independent Financial Group, LLC

DECREASED

Shares36,026 from 36,057

Change-31 (0%)

Value$1.7M (-$48.5K)

Filed 2026-10-13

ShoreHaven Wealth Partners, LLC

INCREASED

Shares35,917 from 16,889

Change+19,028 (+113%)

Value$1.7M (+$902.0K)

Filed 2026-10-16

Truist Financial Corp

INCREASED

Shares29,694 from 23,599

Change+6,095 (+26%)

Value$1.4M (+$265.2K)

Filed 2026-10-30

Beacon Financial Group

INCREASED

Shares22,247 from 19,834

Change+2,413 (+12%)

Value$1.1M (+$91.3K)

Filed 2026-10-19

Detalus Advisors, LLC

INCREASED

Shares19,705 from 7,435

Change+12,270 (+165%)

Value$956.8K (+$586.1K)

Filed 2026-10-15

Canandaigua National Trust Co of Florida

NEW

Shares16,027

Change+16,027

Value$778.2K

Filed 2026-10-07

Avantra Family Wealth, Inc.

INCREASED

Shares15,002 from 6,958

Change+8,044 (+116%)

Value$728.5K (+$381.5K)

Filed 2026-10-20

Simplicity Wealth,LLC

DECREASED

Shares14,342 from 15,646

Change-1,304 (-8%)

Value$696.4K (-$83.7K)

Filed 2026-10-23

Integrated Advisors Network LLC

INCREASED

Shares13,997 from 13,020

Change+977 (+8%)

Value$679.7K (+$30.5K)

Filed 2026-10-20

Two West Capital Advisors LLC

INCREASED

Shares11,818 from 5,621

Change+6,197 (+110%)

Value$574.5K (+$295.0K)

Filed 2026-10-15

OpenArc Corporate Advisory, LLC

INCREASED

Shares11,744 from 4,796

Change+6,948 (+145%)

Value$570.3K (+$331.1K)

Filed 2026-10-21

Shepherd Financial Partners LLC

NEW

Shares10,550

Change+10,550

Value$512.3K

Filed 2026-11-03

Ehrlich Financial Group

INCREASED

Shares9,026 from 5,654

Change+3,372 (+60%)

Value$438.3K (+$156.4K)

Filed 2026-10-20

IFP Advisors, Inc

INCREASED

Shares8,830 from 171

Change+8,659 (+5064%)

Value$428.8K (+$420.2K)

Filed 2026-10-16

Sagespring Wealth Partners, LLC

INCREASED

Shares8,379 from 4,509

Change+3,870 (+86%)

Value$406.9K (+$182.0K)

Filed 2026-10-22

SigFig Wealth Management, LLC

NEW

Shares8,228

Change+8,228

Value$399.5K

Filed 2026-10-07

Skyline Advisors, Inc.

INCREASED

Shares7,555 from 5,736

Change+1,819 (+32%)

Value$366.9K (+$80.9K)

Filed 2026-11-03

Lockerman Financial Group, Inc.

INCREASED

Shares6,507 from 5,968

Change+539 (+9%)

Value$316.0K (+$18.4K)

Filed 2026-10-19

Security Financial Services, Inc.

INCREASED

Shares6,024 from 4,700

Change+1,324 (+28%)

Value$292.5K (+$58.1K)

Filed 2026-10-29

Asset One Wealth Management LLC

NEW

Shares5,910

Change+5,910

Value$287.0K

Filed 2026-11-02

Strategic Blueprint, LLC

INCREASED

Shares5,868 from 5,775

Change+93 (+2%)

Value$284.9K (-$3.0K)

Filed 2026-10-22

Embree Financial Group

NEW

Shares5,177

Change+5,177

Value$251.4K

Filed 2026-10-22

Perigon Wealth Management, LLC

DECREASED

Shares4,620 from 105,067

Change-100,447 (-96%)

Value$224.3K (-$5.0M)

Filed 2026-10-22

Town Capital LLC

NEW

Shares4,497

Change+4,497

Value$218.4K

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares4,397 from 2,722

Change+1,675 (+62%)

Value$213.5K (+$77.8K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares2,304 from 1,127

Change+1,177 (+104%)

Value$111.9K (+$55.7K)

Filed 2026-10-08

Rossby Financial, LCC

INCREASED

Shares2,162 from 1,310

Change+852 (+65%)

Value$105.0K (+$39.7K)

Filed 2026-11-05

West Branch Capital LLC

NEW

Shares497

Change+497

Value$24.1K

Filed 2026-10-20

Private Trust Co NA

INCREASED

Shares466 from 190

Change+276 (+145%)

Value$22.6K (+$13.2K)

Filed 2026-10-20

Compass Financial Management LLC

NEW

Shares173

Change+173

Value$8.4K

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

NEW

Shares169

Change+169

Value$8.2K

Filed 2026-11-03

Signature Equity Partners, LLC

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$3.7K (-$100)

Filed 2026-10-29

Creative Financial Designs Inc

NEW

Shares67

Change+67

Value$3.3K

Filed 2026-11-04

Silver Grove Financial Group, Inc.

INCREASED

Shares53 from 50

Change+3 (+6%)

Value$2.6K (+$81)

Filed 2026-11-05

Capital Investment Advisory Services, LLC

NEW

Shares18

Change+18

Value$875

Filed 2026-10-30

Lanark Financial, Inc.

DECREASED

Shares12 from 17

Change-5 (-29%)

Value$565 (-$300)

Filed 2026-10-26

Scarborough Advisors, LLC

CLOSED

Shares0 from 63,913

Change-63,913 (-100%)

Value$0 (-$3.2M)

Filed 2026-10-16

RFG Advisory, LLC

CLOSED

Shares0 from 39,677

Change-39,677 (-100%)

Value$0 (-$2.0M)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 5,768

Change-5,768 (-100%)

Value$0 (-$287.6K)

Filed 2026-10-16

MCF Advisors LLC

CLOSED

Shares0 from 142

Change-142 (-100%)

Value$0 (-$7.1K)

Filed 2026-10-28

BlackRock, Inc.

N/A

Shares— from 4,182,224

Change-4,182,224 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,416,325

Change-2,416,325 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 1,332,817

Change-1,332,817 (-100%)

Value—

Permanens Capital L.P.

N/A

Shares— from 1,103,409

Change-1,103,409 (-100%)

Value—

FMR LLC

N/A

Shares— from 744,112

Change-744,112 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 401,449

Change-401,449 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 369,449

Change-369,449 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 279,511

Change-279,511 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 276,466

Change-276,466 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 196,050

Change-196,050 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 175,940

Change-175,940 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 149,693

Change-149,693 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 144,480

Change-144,480 (-100%)

Value—

All Terrain Financial Advisors, LLC

N/A

Shares— from 122,105

Change-122,105 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 77,243

Change-77,243 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 35,241

Change-35,241 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 32,697

Change-32,697 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 29,513

Change-29,513 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 29,314

Change-29,314 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 24,563

Change-24,563 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 22,088

Change-22,088 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 20,519

Change-20,519 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 19,285

Change-19,285 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 17,014

Change-17,014 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 15,966

Change-15,966 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 15,676

Change-15,676 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 14,556

Change-14,556 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 14,012

Change-14,012 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 13,065

Change-13,065 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 12,459

Change-12,459 (-100%)

Value—

Invst, LLC

N/A

Shares— from 10,934

Change-10,934 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 9,073

Change-9,073 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 8,937

Change-8,937 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 8,922

Change-8,922 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 8,792

Change-8,792 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 8,487

Change-8,487 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 7,567

Change-7,567 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 6,916

Change-6,916 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 6,892

Change-6,892 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 6,599

Change-6,599 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 6,402

Change-6,402 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 5,255

Change-5,255 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 4,795

Change-4,795 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 4,167

Change-4,167 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,154

Change-4,154 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,043

Change-4,043 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 3,646

Change-3,646 (-100%)

Value—

EFG International AG

N/A

Shares— from 3,412

Change-3,412 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,131

Change-3,131 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 2,596

Change-2,596 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 1,702

Change-1,702 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 880

Change-880 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 560

Change-560 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 558

Change-558 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 334

Change-334 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 323

Change-323 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 86

Change-86 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 80

Change-80 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 28

Change-28 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

UBS Group AG

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
State of Michigan Retirement System	UNCHANGED	1,900,000	1,900,000	0	0%	$94.7M	$92.3M	-$2.5M	2026-10-27
LPL Financial LLC	INCREASED	1,014,553	885,051	+129,502	+15%	$44.1M	$49.3M	+$5.1M	2026-11-06
Assetmark, Inc	INCREASED	314,516	243,814	+70,702	+29%	$12.2M	$15.3M	+$3.1M	2026-10-21
PNC Financial Services Group, Inc.	DECREASED	243,816	252,901	-9,085	-4%	$12.6M	$11.8M	-$770.7K	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	215,805	139,892	+75,913	+54%	$7.0M	$10.5M	+$3.5M	2026-11-02
Diversify Advisory Services, LLC	INCREASED	128,366	110,772	+17,594	+16%	$5.5M	$6.3M	+$761.9K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	128,366	110,772	+17,594	+16%	$5.5M	$6.3M	+$761.9K	2026-10-20
Kelly Financial Services LLC	DECREASED	116,283	117,403	-1,120	-1%	$5.9M	$5.6M	-$207.3K	2026-10-20
Cabot Wealth Management Inc	NEW	92,456	—	+92,456	—	—	$4.5M	—	2026-11-05
JB Capital LLC	INCREASED	89,605	85,247	+4,358	+5%	$4.3M	$4.4M	+$100.6K	2026-10-19
Saxony Capital Management, LLC	DECREASED	89,487	89,886	-399	0%	$4.5M	$4.3M	-$136.5K	2026-10-15
Park Avenue Securities LLC	INCREASED	84,780	74,822	+9,958	+13%	$3.7M	$4.1M	+$386.0K	2026-10-26
Tennessee Valley Asset Management Partners	INCREASED	73,808	70,414	+3,394	+5%	$3.5M	$3.6M	+$73.0K	2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	INCREASED	67,728	58,133	+9,595	+17%	$2.9M	$3.3M	+$390.2K	2026-10-14
Cambridge Investment Research Advisors, Inc.	NEW	57,926	—	+57,926	—	—	$2.8M	—	2026-11-02
TCP Asset Management, LLC	INCREASED	54,204	35,079	+19,125	+55%	$1.7M	$2.6M	+$870.1K	2026-10-14
Bulwark Capital Corp	INCREASED	53,065	405	+52,660	+13002%	$20.2K	$2.6M	+$2.6M	2026-10-13
Triad Wealth Partners, LLC	INCREASED	46,880	45,041	+1,839	+4%	$2.2M	$2.3M	+$46.8K	2026-10-26
Independent Financial Group, LLC	DECREASED	36,026	36,057	-31	0%	$1.8M	$1.7M	-$48.5K	2026-10-13
ShoreHaven Wealth Partners, LLC	INCREASED	35,917	16,889	+19,028	+113%	$842.1K	$1.7M	+$902.0K	2026-10-16
Truist Financial Corp	INCREASED	29,694	23,599	+6,095	+26%	$1.2M	$1.4M	+$265.2K	2026-10-30
Beacon Financial Group	INCREASED	22,247	19,834	+2,413	+12%	$988.9K	$1.1M	+$91.3K	2026-10-19
Detalus Advisors, LLC	INCREASED	19,705	7,435	+12,270	+165%	$370.7K	$956.8K	+$586.1K	2026-10-15
Canandaigua National Trust Co of Florida	NEW	16,027	—	+16,027	—	—	$778.2K	—	2026-10-07
Avantra Family Wealth, Inc.	INCREASED	15,002	6,958	+8,044	+116%	$346.9K	$728.5K	+$381.5K	2026-10-20
Simplicity Wealth,LLC	DECREASED	14,342	15,646	-1,304	-8%	$780.1K	$696.4K	-$83.7K	2026-10-23
Integrated Advisors Network LLC	INCREASED	13,997	13,020	+977	+8%	$649.2K	$679.7K	+$30.5K	2026-10-20
Two West Capital Advisors LLC	INCREASED	11,818	5,621	+6,197	+110%	$279.5K	$574.5K	+$295.0K	2026-10-15
OpenArc Corporate Advisory, LLC	INCREASED	11,744	4,796	+6,948	+145%	$239.1K	$570.3K	+$331.1K	2026-10-21
Shepherd Financial Partners LLC	NEW	10,550	—	+10,550	—	—	$512.3K	—	2026-11-03
Ehrlich Financial Group	INCREASED	9,026	5,654	+3,372	+60%	$281.9K	$438.3K	+$156.4K	2026-10-20
IFP Advisors, Inc	INCREASED	8,830	171	+8,659	+5064%	$8.5K	$428.8K	+$420.2K	2026-10-16
Sagespring Wealth Partners, LLC	INCREASED	8,379	4,509	+3,870	+86%	$224.8K	$406.9K	+$182.0K	2026-10-22
SigFig Wealth Management, LLC	NEW	8,228	—	+8,228	—	—	$399.5K	—	2026-10-07
Skyline Advisors, Inc.	INCREASED	7,555	5,736	+1,819	+32%	$286.0K	$366.9K	+$80.9K	2026-11-03
Lockerman Financial Group, Inc.	INCREASED	6,507	5,968	+539	+9%	$297.6K	$316.0K	+$18.4K	2026-10-19
Security Financial Services, Inc.	INCREASED	6,024	4,700	+1,324	+28%	$234.3K	$292.5K	+$58.1K	2026-10-29
Asset One Wealth Management LLC	NEW	5,910	—	+5,910	—	—	$287.0K	—	2026-11-02
Strategic Blueprint, LLC	INCREASED	5,868	5,775	+93	+2%	$287.9K	$284.9K	-$3.0K	2026-10-22
Embree Financial Group	NEW	5,177	—	+5,177	—	—	$251.4K	—	2026-10-22
Perigon Wealth Management, LLC	DECREASED	4,620	105,067	-100,447	-96%	$5.2M	$224.3K	-$5.0M	2026-10-22
Town Capital LLC	NEW	4,497	—	+4,497	—	—	$218.4K	—	2026-11-03
Fifth Third Bancorp	INCREASED	4,397	2,722	+1,675	+62%	$135.7K	$213.5K	+$77.8K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	2,304	1,127	+1,177	+104%	$56.2K	$111.9K	+$55.7K	2026-10-08
Rossby Financial, LCC	INCREASED	2,162	1,310	+852	+65%	$65.3K	$105.0K	+$39.7K	2026-11-05
West Branch Capital LLC	NEW	497	—	+497	—	—	$24.1K	—	2026-10-20
Private Trust Co NA	INCREASED	466	190	+276	+145%	$9.5K	$22.6K	+$13.2K	2026-10-20
Compass Financial Management LLC	NEW	173	—	+173	—	—	$8.4K	—	2026-10-30
Ashton Thomas Private Wealth, LLC	NEW	169	—	+169	—	—	$8.2K	—	2026-11-03
Signature Equity Partners, LLC	UNCHANGED	77	77	0	0%	$3.8K	$3.7K	-$100	2026-10-29
Creative Financial Designs Inc	NEW	67	—	+67	—	—	$3.3K	—	2026-11-04
Silver Grove Financial Group, Inc.	INCREASED	53	50	+3	+6%	$2.5K	$2.6K	+$81	2026-11-05
Capital Investment Advisory Services, LLC	NEW	18	—	+18	—	—	$875	—	2026-10-30
Lanark Financial, Inc.	DECREASED	12	17	-5	-29%	$865	$565	-$300	2026-10-26
Scarborough Advisors, LLC	CLOSED	0	63,913	-63,913	-100%	$3.2M	$0	-$3.2M	2026-10-16
RFG Advisory, LLC	CLOSED	0	39,677	-39,677	-100%	$2.0M	$0	-$2.0M	2026-11-03
Concurrent Investment Advisors, LLC	CLOSED	0	5,768	-5,768	-100%	$287.6K	$0	-$287.6K	2026-10-16
MCF Advisors LLC	CLOSED	0	142	-142	-100%	$7.1K	$0	-$7.1K	2026-10-28
BlackRock, Inc.	N/A	—	4,182,224	-4,182,224	-100%	$208.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	2,416,325	-2,416,325	-100%	$120.5M	—	—	—
Captrust Financial Advisors	N/A	—	1,332,817	-1,332,817	-100%	$66.5M	—	—	—
Permanens Capital L.P.	N/A	—	1,103,409	-1,103,409	-100%	$55.0M	—	—	—
FMR LLC	N/A	—	744,112	-744,112	-100%	$37.1M	—	—	—
Cetera Investment Advisers	N/A	—	401,449	-401,449	-100%	$20.0M	—	—	—
Bank of America Corp	N/A	—	369,449	-369,449	-100%	$18.4M	—	—	—
Morgan Stanley	N/A	—	279,511	-279,511	-100%	$13.9M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	276,466	-276,466	-100%	$13.8M	—	—	—
JPMorgan Chase & Co	N/A	—	196,050	-196,050	-100%	$9.8M	—	—	—
MML Investors Services, LLC	N/A	—	175,940	-175,940	-100%	$8.8M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	149,693	-149,693	-100%	$7.5M	—	—	—
Citadel Advisors LLC	N/A	—	144,480	-144,480	-100%	$7.2M	—	—	—
All Terrain Financial Advisors, LLC	N/A	—	122,105	-122,105	-100%	$6.1M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	77,243	-77,243	-100%	$3.8M	—	—	—
Private Advisor Group, LLC	N/A	—	35,241	-35,241	-100%	$1.8M	—	—	—
Mercer Global Advisors Inc	N/A	—	32,697	-32,697	-100%	$1.6M	—	—	—
IHT Wealth Management, LLC	N/A	—	29,513	-29,513	-100%	$1.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	29,314	-29,314	-100%	$1.5M	—	—	—
CreativeOne Wealth, LLC	N/A	—	24,563	-24,563	-100%	$1.2M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	22,088	-22,088	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	20,519	-20,519	-100%	$1.0M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	19,285	-19,285	-100%	$961.6K	—	—	—
Goldman Sachs Group Inc	N/A	—	17,014	-17,014	-100%	$848.3K	—	—	—
Old Mission Capital LLC	N/A	—	15,966	-15,966	-100%	$796.1K	—	—	—
Arkadios Wealth Advisors	N/A	—	15,676	-15,676	-100%	$781.6K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	14,556	-14,556	-100%	$725.8K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	14,012	-14,012	-100%	$698.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	13,065	-13,065	-100%	$651.4K	—	—	—
Ameriprise Financial Inc	N/A	—	12,459	-12,459	-100%	$621.2K	—	—	—
Invst, LLC	N/A	—	10,934	-10,934	-100%	$545.2K	—	—	—
Arax Advisory Partners	N/A	—	9,073	-9,073	-100%	$452.4K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	8,937	-8,937	-100%	$445.6K	—	—	—
Advyzon Investment Management, LLC	N/A	—	8,922	-8,922	-100%	$444.9K	—	—	—
Keebeck Wealth Management	N/A	—	8,792	-8,792	-100%	$438.4K	—	—	—
Benjamin Edwards Inc	N/A	—	8,487	-8,487	-100%	$423.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	7,567	-7,567	-100%	$377.3K	—	—	—
Raymond James Financial Inc	N/A	—	6,916	-6,916	-100%	$344.8K	—	—	—
Dynasty Wealth Management, LLC	N/A	—	6,892	-6,892	-100%	$343.6K	—	—	—
Keystone Financial Group	N/A	—	6,599	-6,599	-100%	$329.0K	—	—	—
Summit Financial, LLC	N/A	—	6,402	-6,402	-100%	$319.2K	—	—	—
GTS Securities LLC	N/A	—	5,255	-5,255	-100%	$262.0K	—	—	—
Synergy Investment Management, LLC	N/A	—	4,795	-4,795	-100%	$239.1K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	4,167	-4,167	-100%	$207.8K	—	—	—
Stifel Financial Corp	N/A	—	4,154	-4,154	-100%	$207.1K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,043	-4,043	-100%	$201.6K	—	—	—
GeoWealth Management, LLC	N/A	—	3,646	-3,646	-100%	$181.8K	—	—	—
EFG International AG	N/A	—	3,412	-3,412	-100%	$170.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,131	-3,131	-100%	$156.1K	—	—	—
Rialto Wealth Management, LLC	N/A	—	2,596	-2,596	-100%	$129.4K	—	—	—
Colonial Trust Co / SC	N/A	—	1,702	-1,702	-100%	$84.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	880	-880	-100%	$43.9K	—	—	—
IFG Advisory, LLC	N/A	—	560	-560	-100%	$27.9K	—	—	—
AE Wealth Management LLC	N/A	—	558	-558	-100%	$27.8K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	334	-334	-100%	$16.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	323	-323	-100%	$16.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	108	-108	-100%	$5.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	86	-86	-100%	$4.3K	—	—	—
Vanguard Advisers Inc	N/A	—	80	-80	-100%	$4.0K	—	—	—
Meramec Financial Planners, LLC	N/A	—	47	-47	-100%	$2.3K	—	—	—
Wells Fargo & Company	N/A	—	28	-28	-100%	$1.4K	—	—	—
Continuum Advisory, LLC	N/A	—	23	-23	-100%	$1.1K	—	—	—
UBS Group AG	N/A	—	8	-8	-100%	$399	—	—	—

Showing 121 of 121 institutions