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Bondbloxx BBG 1 DUR US Treas (XONE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tanager Wealth Management LLP
INCREASED
Shares1,260,741 from 943,490
Change+317,251 (+34%)
Value$62.0M (+$15.4M)
Filed 2026-10-19
Victory Financial Group, LLC
INCREASED
Shares411,789 from 389,679
Change+22,110 (+6%)
Value$20.3M (+$1.0M)
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares374,842 from 316,178
Change+58,664 (+19%)
Value$18.4M (+$2.8M)
Filed 2026-10-28
eCIO, Inc.
INCREASED
Shares323,681 from 171,397
Change+152,284 (+89%)
Value$15.9M (+$7.4M)
Filed 2026-11-02
Warren Street Wealth Advisors, LLC
INCREASED
Shares244,225 from 125,987
Change+118,238 (+94%)
Value$12.0M (+$5.8M)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares189,045
Change+189,045
Value$9.3M
Filed 2026-10-28
Financial Guidance Group, Inc.
DECREASED
Shares121,967 from 127,971
Change-6,004 (-5%)
Value$6.0M (-$318.4K)
Filed 2026-10-21
North Forty Two & Co.
INCREASED
Shares102,520 from 97,920
Change+4,600 (+5%)
Value$5.0M (+$208.6K)
Filed 2026-10-19
Midland Wealth Advisors, LLC
INCREASED
Shares96,089 from 88,582
Change+7,507 (+8%)
Value$4.7M (+$353.3K)
Filed 2026-10-26
S&A Financial Services, Inc.
DECREASED
Shares95,370 from 97,673
Change-2,303 (-2%)
Value$4.7M (-$130.9K)
Filed 2026-11-03
Mendel Money Management
INCREASED
Shares92,243 from 66,004
Change+26,239 (+40%)
Value$4.5M (+$1.3M)
Filed 2026-11-02
Courier Capital LLC
INCREASED
Shares64,800 from 50,790
Change+14,010 (+28%)
Value$3.2M (+$680.0K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
INCREASED
Shares62,180 from 55,340
Change+6,840 (+12%)
Value$3.1M (+$326.5K)
Filed 2026-10-27
Confluence Investment Management LLC
DECREASED
Shares60,423 from 60,474
Change-51 (0%)
Value$3.0M (-$13.4K)
Filed 2026-10-01
Spectrum Advisors, Inc.
INCREASED
Shares54,293 from 47,286
Change+7,007 (+15%)
Value$2.7M (+$336.2K)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares48,797 from 67,924
Change-19,127 (-28%)
Value$2.4M (-$953.1K)
Filed 2026-11-04
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares43,410 from 56,899
Change-13,489 (-24%)
Value$2.1M (-$673.8K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares39,876 from 43,070
Change-3,194 (-7%)
Value$2.0M (-$164.9K)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares31,803 from 33,958
Change-2,155 (-6%)
Value$1.6M (-$111.6K)
Filed 2026-10-23
Bulwark Capital Corp
DECREASED
Shares26,379 from 26,824
Change-445 (-2%)
Value$1.3M (-$26.7K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
NEW
Shares20,986
Change+20,986
Value$1.0M
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares18,622 from 25,496
Change-6,874 (-27%)
Value$916.0K (-$342.7K)
Filed 2026-10-13
Zega Investments, LLC
DECREASED
Shares14,359 from 20,062
Change-5,703 (-28%)
Value$706.3K (-$284.2K)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares13,626 from 13,546
Change+80 (+1%)
Value$669.7K (+$1.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares13,626 from 13,546
Change+80 (+1%)
Value$669.7K (+$1.7K)
Filed 2026-10-20
Valmark Advisers, Inc.
NEW
Shares13,381
Change+13,381
Value$658.2K
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares12,077 from 24,636
Change-12,559 (-51%)
Value$593.2K (-$620.6K)
Filed 2026-10-13
Dutch Asset Corp
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$491.9K (-$1.8K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares9,231 from 22,576
Change-13,345 (-59%)
Value$454.1K (-$660.5K)
Filed 2026-10-16
Elm3 Financial Group, LLC
INCREASED
Shares7,535 from 5,517
Change+2,018 (+37%)
Value$370.7K (+$98.3K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,093 from 4,598
Change+2,495 (+54%)
Value$349.0K (+$122.0K)
Filed 2026-11-02
Old National Bancorp
NEW
Shares7,008
Change+7,008
Value$344.7K
Filed 2026-10-20
Holcombe Financial, Inc.
UNCHANGED
Shares6,765 from 6,765
Change0 (0%)
Value$332.8K (-$1.2K)
Filed 2026-10-16
Oasis Advisors, LLC
DECREASED
Shares6,523 from 23,422
Change-16,899 (-72%)
Value$320.9K (-$835.5K)
Filed 2026-10-16
Indivisible Partners
NEW
Shares6,050
Change+6,050
Value$297.6K
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares5,890 from 6,254
Change-364 (-6%)
Value$289.7K (-$18.5K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares5,597 from 6,526
Change-929 (-14%)
Value$275.3K (-$46.9K)
Filed 2026-11-06
Ellis Investment Partners, LLC
INCREASED
Shares5,498 from 5,304
Change+194 (+4%)
Value$270.5K (+$8.6K)
Filed 2026-10-21
Sugar Maple Asset Management, LLC
DECREASED
Shares5,380 from 7,711
Change-2,331 (-30%)
Value$264.6K (-$116.1K)
Filed 2026-10-13
Formidable Asset Management, LLC
NEW
Shares4,620
Change+4,620
Value$228.1K
Filed 2026-11-03
Measured Risk Portfolios, Inc.
DECREASED
Shares4,486 from 4,608
Change-122 (-3%)
Value$220.7K (-$6.8K)
Filed 2026-10-21
Beacon Capital Management, Inc.
INCREASED
Shares2,988 from 2,127
Change+861 (+40%)
Value$147.0K (+$42.0K)
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares1,480
Change+1,480
Value$72.8K
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED
Shares331 from 336
Change-5 (-1%)
Value$16.3K (-$306)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
INCREASED
Shares270 from 1
Change+269 (+26900%)
Value$13.3K (+$13.2K)
Filed 2026-11-04
Kingdom Financial Group Llc.
NEW
Shares161
Change+161
Value$7.9K
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$7.9K (-$29)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares128 from 126
Change+2 (+2%)
Value$6.3K (+$37)
Filed 2026-10-29
Evolution Wealth Management Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$5.6K (-$20)
Filed 2026-10-28
Peck Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.9K (-$18)
Filed 2026-10-29
Rossby Financial, LCC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2.9K (-$11)
Filed 2026-11-05
Key Capital Management, Inc
DECREASED
Shares51 from 235
Change-184 (-78%)
Value$2.5K (-$9.1K)
Filed 2026-11-03
Nemes Rush Group LLC
CLOSED
Shares0 from 281,252
Change-281,252 (-100%)
Value$0 (-$13.9M)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 23,044
Change-23,044 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Legacy CG, LLC
CLOSED
Shares0 from 10,078
Change-10,078 (-100%)
Value$0 (-$497.6K)
Filed 2026-10-30
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 7,255
Change-7,255 (-100%)
Value$0 (-$357.5K)
Filed 2026-10-19
Capital Investment Counsel, LLC
CLOSED
Shares0 from 5,155
Change-5,155 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-04
Parallel Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$444)
Filed 2026-11-03
Larson Financial Group LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$3)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 2,130,117
Change-2,130,117 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,368,842
Change-1,368,842 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 906,468
Change-906,468 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 809,753
Change-809,753 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 489,580
Change-489,580 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 256,126
Change-256,126 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 224,932
Change-224,932 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 213,600
Change-213,600 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 201,207
Change-201,207 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 184,131
Change-184,131 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 127,971
Change-127,971 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 121,762
Change-121,762 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 105,029
Change-105,029 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 85,813
Change-85,813 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 71,858
Change-71,858 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,470
Change-57,470 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 43,828
Change-43,828 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 40,544
Change-40,544 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 35,206
Change-35,206 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 22,431
Change-22,431 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,269
Change-22,269 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,125
Change-19,125 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,027
Change-18,027 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,123
Change-16,123 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,707
Change-15,707 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,293
Change-15,293 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 15,135
Change-15,135 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 14,375
Change-14,375 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 13,100
Change-13,100 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,826
Change-12,826 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,924
Change-10,924 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 10,778
Change-10,778 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,617
Change-10,617 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 10,253
Change-10,253 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,155
Change-8,155 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 4,283
Change-4,283 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 543
Change-543 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 211
Change-211 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 39
Change-39 (-100%)
Value—
Status
Tanager Wealth Management LLP
INCREASED1,260,741943,490+317,251+34%$46.6M$62.0M+$15.4M2026-10-19
Victory Financial Group, LLC
INCREASED411,789389,679+22,110+6%$19.2M$20.3M+$1.0M2026-10-27
Buck Wealth Strategies, LLC
INCREASED374,842316,178+58,664+19%$15.6M$18.4M+$2.8M2026-10-28
eCIO, Inc.
INCREASED323,681171,397+152,284+89%$8.5M$15.9M+$7.4M2026-11-02
Warren Street Wealth Advisors, LLC
INCREASED244,225125,987+118,238+94%$6.2M$12.0M+$5.8M2026-11-04
Partners Wealth Management, LLC
NEW189,045—+189,045——$9.3M—2026-10-28
Financial Guidance Group, Inc.
DECREASED121,967127,971-6,004-5%$6.3M$6.0M-$318.4K2026-10-21
North Forty Two & Co.
INCREASED102,52097,920+4,600+5%$4.8M$5.0M+$208.6K2026-10-19
Midland Wealth Advisors, LLC
INCREASED96,08988,582+7,507+8%$4.4M$4.7M+$353.3K2026-10-26
S&A Financial Services, Inc.
DECREASED95,37097,673-2,303-2%$4.8M$4.7M-$130.9K2026-11-03
Mendel Money Management
INCREASED92,24366,004+26,239+40%$3.3M$4.5M+$1.3M2026-11-02
Courier Capital LLC
INCREASED64,80050,790+14,010+28%$2.5M$3.2M+$680.0K2026-10-19
Laurel Wealth Advisors LLC
INCREASED62,18055,340+6,840+12%$2.7M$3.1M+$326.5K2026-10-27
Confluence Investment Management LLC
DECREASED60,42360,474-510%$3.0M$3.0M-$13.4K2026-10-01
Spectrum Advisors, Inc.
INCREASED54,29347,286+7,007+15%$2.3M$2.7M+$336.2K2026-11-03
Lido Advisors, LLC
DECREASED48,79767,924-19,127-28%$3.4M$2.4M-$953.1K2026-11-04
Compass Financial Group, Inc. (Ohio)
DECREASED43,41056,899-13,489-24%$2.8M$2.1M-$673.8K2026-10-19
Farther Finance Advisors, LLC
DECREASED39,87643,070-3,194-7%$2.1M$2.0M-$164.9K2026-10-08
Sigma Planning Corp
DECREASED31,80333,958-2,155-6%$1.7M$1.6M-$111.6K2026-10-23
Bulwark Capital Corp
DECREASED26,37926,824-445-2%$1.3M$1.3M-$26.7K2026-10-13
Ashton Thomas Private Wealth, LLC
NEW20,986—+20,986——$1.0M—2026-11-03
Dynamic Advisor Solutions LLC
DECREASED18,62225,496-6,874-27%$1.3M$916.0K-$342.7K2026-10-13
Zega Investments, LLC
DECREASED14,35920,062-5,703-28%$990.5K$706.3K-$284.2K2026-11-04
Diversify Wealth Management, LLC
INCREASED13,62613,546+80+1%$668.0K$669.7K+$1.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED13,62613,546+80+1%$668.0K$669.7K+$1.7K2026-10-20
Valmark Advisers, Inc.
NEW13,381—+13,381——$658.2K—2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED12,07724,636-12,559-51%$1.2M$593.2K-$620.6K2026-10-13
Dutch Asset Corp
UNCHANGED10,00010,00000%$493.7K$491.9K-$1.8K2026-10-20
IFP Advisors, Inc
DECREASED9,23122,576-13,345-59%$1.1M$454.1K-$660.5K2026-10-16
Elm3 Financial Group, LLC
INCREASED7,5355,517+2,018+37%$272.4K$370.7K+$98.3K2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED7,0934,598+2,495+54%$227.0K$349.0K+$122.0K2026-11-02
Old National Bancorp
NEW7,008—+7,008——$344.7K—2026-10-20
Holcombe Financial, Inc.
UNCHANGED6,7656,76500%$334.0K$332.8K-$1.2K2026-10-16
Oasis Advisors, LLC
DECREASED6,52323,422-16,899-72%$1.2M$320.9K-$835.5K2026-10-16
Indivisible Partners
NEW6,050—+6,050——$297.6K—2026-10-26
Compass Financial Management LLC
DECREASED5,8906,254-364-6%$308.2K$289.7K-$18.5K2026-10-30
LPL Financial LLC
DECREASED5,5976,526-929-14%$322.2K$275.3K-$46.9K2026-11-06
Ellis Investment Partners, LLC
INCREASED5,4985,304+194+4%$261.9K$270.5K+$8.6K2026-10-21
Sugar Maple Asset Management, LLC
DECREASED5,3807,711-2,331-30%$380.7K$264.6K-$116.1K2026-10-13
Formidable Asset Management, LLC
NEW4,620—+4,620——$228.1K—2026-11-03
Measured Risk Portfolios, Inc.
DECREASED4,4864,608-122-3%$227.5K$220.7K-$6.8K2026-10-21
Beacon Capital Management, Inc.
INCREASED2,9882,127+861+40%$105.0K$147.0K+$42.0K2026-10-13
Latitude Advisors, LLC
NEW1,480—+1,480——$72.8K—2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED331336-5-1%$16.6K$16.3K-$3062026-11-02
Tounjian Advisory Partners, LLC
INCREASED2701+269+26900%$41$13.3K+$13.2K2026-11-04
Kingdom Financial Group Llc.
NEW161—+161——$7.9K—2026-11-04
Creative Financial Designs Inc
UNCHANGED16116100%$7.9K$7.9K-$292026-11-04
Signature Equity Partners, LLC
INCREASED128126+2+2%$6.2K$6.3K+$372026-10-29
Evolution Wealth Management Inc.
UNCHANGED11411400%$5.6K$5.6K-$202026-10-28
Peck Wealth Management, LLC
UNCHANGED10010000%$4.9K$4.9K-$182026-10-29
Rossby Financial, LCC
UNCHANGED595900%$2.9K$2.9K-$112026-11-05
Key Capital Management, Inc
DECREASED51235-184-78%$11.6K$2.5K-$9.1K2026-11-03
Nemes Rush Group LLC
CLOSED0281,252-281,252-100%$13.9M$0-$13.9M2026-11-04
Wealthcare Advisory Partners LLC
CLOSED023,044-23,044-100%$1.1M$0-$1.1M2026-10-21
Legacy CG, LLC
CLOSED010,078-10,078-100%$497.6K$0-$497.6K2026-10-30
CFS Investment Advisory Services, LLC
CLOSED07,255-7,255-100%$357.5K$0-$357.5K2026-10-19
Capital Investment Counsel, LLC
CLOSED05,155-5,155-100%$254.5K$0-$254.5K2026-10-14
Elevated Capital Advisors, LLC
CLOSED076-76-100%$3.8K$0-$3.8K2026-11-04
Parallel Advisors, LLC
CLOSED09-9-100%$444$0-$4442026-11-03
Larson Financial Group LLC
CLOSED000—$3$0-$32026-11-05
Bank of America Corp
N/A—2,130,117-2,130,117-100%$105.2M———
AE Wealth Management LLC
N/A—1,368,842-1,368,842-100%$67.6M———
Smith, Moore & Co.
N/A—906,468-906,468-100%$44.8M———
Focus Partners Wealth
N/A—809,753-809,753-100%$40.0M———
Access Financial Services, Inc.
N/A—489,580-489,580-100%$24.2M———
EP Wealth Advisors, LLC
N/A—256,126-256,126-100%$12.6M———
Cetera Investment Advisers
N/A—224,932-224,932-100%$11.1M———
Empowered Funds, LLC
N/A—213,600-213,600-100%$10.5M———
Goldman Sachs Group Inc
N/A—201,207-201,207-100%$9.9M———
Janney Montgomery Scott LLC
N/A—184,131-184,131-100%$9.1M———
Aptus Capital Advisors, LLC
N/A—127,971-127,971-100%$6.3M———
Morgan Stanley
N/A—121,762-121,762-100%$6.0M———
Envestnet Asset Management Inc
N/A—105,029-105,029-100%$5.2M———
Baird Financial Group, Inc.
N/A—85,813-85,813-100%$4.2M———
Strait & Sound Wealth Management LLC
N/A—71,858-71,858-100%$3.5M———
NewEdge Advisors, LLC
N/A—57,470-57,470-100%$2.8M———
Orion Porfolio Solutions, LLC
N/A—43,828-43,828-100%$2.2M———
Hobbs Group Advisors, LLC
N/A—40,544-40,544-100%$2.0M———
HighTower Advisors, LLC
N/A—35,206-35,206-100%$1.7M———
West Michigan Advisors, LLC
N/A—22,431-22,431-100%$1.1M———
Royal Bank of Canada
N/A—22,269-22,269-100%$1.1M———
MML Investors Services, LLC
N/A—19,125-19,125-100%$944.2K———
Quantinno Capital Management LP
N/A—18,027-18,027-100%$890.0K———
Citadel Advisors LLC
N/A—16,123-16,123-100%$796.0K———
Cary Street Partners Financial LLC
N/A—15,707-15,707-100%$775.5K———
Raymond James Financial Inc
N/A—15,293-15,293-100%$755.0K———
Fairlight Advisors
N/A—15,135-15,135-100%$747.2K———
Harvest Investment Services, LLC
N/A—14,375-14,375-100%$709.7K———
GatePass Capital, LLC
N/A—13,100-13,100-100%$646.7K———
Global Retirement Partners, LLC
N/A—12,826-12,826-100%$633.2K———
Regal Investment Advisors LLC
N/A—10,924-10,924-100%$539.3K———
Astoria Portfolio Advisors Llc.
N/A—10,778-10,778-100%$532.1K———
Stifel Financial Corp
N/A—10,617-10,617-100%$524.2K———
Silver OAK Securities, Incorporated
N/A—10,253-10,253-100%$506.2K———
Greenline Partners, LLC
N/A—8,198-8,198-100%$404.7K———
Mutual Advisors, LLC
N/A—8,155-8,155-100%$402.6K———
Vermillion & White Wealth Management Group, LLC
N/A—7,889-7,889-100%$389.5K———
Summitpoint Capital Management
N/A—5,226-5,226-100%$258.0K———
Inspire Advisors, LLC
N/A—5,121-5,121-100%$252.8K———
Legacy Capital Group California, Inc.
N/A—4,283-4,283-100%$211.5K———
Waverly Advisors, LLC
N/A—4,280-4,280-100%$211.3K———
Purpose Unlimited Inc.
N/A—4,000-4,000-100%$197.4K———
Northwestern Mutual Wealth Management Co
N/A—3,136-3,136-100%$154.8K———
Rothschild Investment LLC
N/A—1,800-1,800-100%$88.9K———
Osaic Holdings, Inc.
N/A—1,213-1,213-100%$59.9K———
IFG Advisory, LLC
N/A—735-735-100%$36.3K———
Fiduciary Financial Advisors
N/A—543-543-100%$26.8K———
Mpwm Advisory Solutions, LLC
N/A—367-367-100%$18.1K———
Steward Partners Investment Advisory, LLC
N/A—213-213-100%$10.5K———
JPMorgan Chase & Co
N/A—211-211-100%$10.4K———
Wells Fargo & Company
N/A—39-39-100%$1.9K———
Showing 111 of 111 institutions