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Invesco Bulletshares 2034 CB (BSCY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,748,762 from 1,410,677
Change+338,085 (+24%)
Value$34.1M (+$5.0M)
Filed 2026-11-06
Cookson Peirce & Co Inc
INCREASED
Shares548,969 from 521,282
Change+27,687 (+5%)
Value$10.7M (-$58.0K)
Filed 2026-10-30
Clark Asset Management, LLC
INCREASED
Shares474,769 from 404,980
Change+69,789 (+17%)
Value$9.3M (+$897.2K)
Filed 2026-10-19
BCS Wealth Management
INCREASED
Shares355,198 from 346,682
Change+8,516 (+2%)
Value$6.9M (-$231.7K)
Filed 2026-11-03
DWM Financial Group, Inc.
INCREASED
Shares337,776 from 314,148
Change+23,628 (+8%)
Value$6.6M (-$10.9K)
Filed 2026-10-28
Gill Capital Partners, LLC
INCREASED
Shares254,104 from 246,767
Change+7,337 (+3%)
Value$5.0M (-$140.0K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares206,476 from 186,136
Change+20,340 (+11%)
Value$4.0M (+$183.3K)
Filed 2026-11-03
NorthAvenue LLC
INCREASED
Shares160,644 from 140,671
Change+19,973 (+14%)
Value$3.1M (+$228.4K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares158,678 from 142,653
Change+16,025 (+11%)
Value$3.1M (+$149.0K)
Filed 2026-10-30
Sigma Investment Counselors Inc
NEW
Shares148,946
Change+148,946
Value$2.9M
Filed 2026-10-27
Addison Advisors LLC
INCREASED
Shares145,502 from 141,877
Change+3,625 (+3%)
Value$2.8M (-$92.1K)
Filed 2026-11-06
Carroll Advisory Group, LLC
INCREASED
Shares144,029 from 123,009
Change+21,020 (+17%)
Value$2.8M (+$269.0K)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares114,791 from 42,246
Change+72,545 (+172%)
Value$2.2M (+$1.4M)
Filed 2026-10-13
Infinity Wealth Counsel, LLC
INCREASED
Shares111,430 from 107,600
Change+3,830 (+4%)
Value$2.2M (-$48.8K)
Filed 2026-10-15
Moneco Advisors, LLC
UNCHANGED
Shares87,578 from 87,578
Change0 (0%)
Value$1.7M (-$100.5K)
Filed 2026-11-05
Butensky & Cohen Financial Security, Inc
INCREASED
Shares79,722 from 73,979
Change+5,743 (+8%)
Value$1.6M (+$27.2K)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares73,882 from 77,526
Change-3,644 (-5%)
Value$1.4M (-$160.1K)
Filed 2026-11-03
Golden Reserve Retirement LLC
DECREASED
Shares71,135 from 71,515
Change-380 (-1%)
Value$1.4M (-$89.5K)
Filed 2026-11-02
Farnam Financial LLC
INCREASED
Shares65,675 from 62,665
Change+3,010 (+5%)
Value$1.3M (+$5.1K)
Filed 2026-10-21
G2 Capital Management, LLC / OH
INCREASED
Shares50,547 from 49,896
Change+651 (+1%)
Value$986.5K (-$44.6K)
Filed 2026-10-23
Sawgrass Asset Management LLC
INCREASED
Shares48,588 from 47,378
Change+1,210 (+3%)
Value$948.3K (-$30.8K)
Filed 2026-11-03
Lido Advisors, LLC
UNCHANGED
Shares48,157 from 48,157
Change0 (0%)
Value$939.9K (-$55.3K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares47,924 from 38,231
Change+9,693 (+25%)
Value$935.0K (+$145.0K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares47,176 from 46,993
Change+183 (+0%)
Value$920.7K (-$50.4K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares46,436 from 31,883
Change+14,553 (+46%)
Value$906.3K (+$247.4K)
Filed 2026-10-16
Independence Bank of Kentucky
INCREASED
Shares45,653 from 39,461
Change+6,192 (+16%)
Value$891.0K (+$75.6K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares39,693 from 41,918
Change-2,225 (-5%)
Value$774.7K (-$91.5K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares39,362 from 42,046
Change-2,684 (-6%)
Value$768.2K (-$100.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares35,753 from 35,207
Change+546 (+2%)
Value$697.8K (-$29.7K)
Filed 2026-11-02
Wilkins Miller Wealth Management, LLC
INCREASED
Shares30,497 from 29,112
Change+1,385 (+5%)
Value$595.2K (-$6.4K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares28,869 from 23,139
Change+5,730 (+25%)
Value$567.6K (+$92.3K)
Filed 2026-10-13
Redmond Asset Management, LLC
INCREASED
Shares25,089 from 17,101
Change+7,988 (+47%)
Value$489.7K (+$136.3K)
Filed 2026-10-27
Opulen Financial Group LLC
DECREASED
Shares24,477 from 24,756
Change-279 (-1%)
Value$477.7K (-$33.9K)
Filed 2026-10-22
Allen Capital Group, LLC
INCREASED
Shares22,175 from 20,259
Change+1,916 (+9%)
Value$432.8K (+$14.1K)
Filed 2026-10-27
Nestegg Advisors, Inc.
NEW
Shares21,785
Change+21,785
Value$425.2K
Filed 2026-10-21
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares20,100 from 18,823
Change+1,277 (+7%)
Value$392.3K (+$3.3K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares17,703 from 17,414
Change+289 (+2%)
Value$345.5K (-$14.3K)
Filed 2026-10-26
ETF Store, Inc.
INCREASED
Shares16,912 from 14,355
Change+2,557 (+18%)
Value$330.1K (+$33.4K)
Filed 2026-10-19
Yankcom Partnership
DECREASED
Shares16,743 from 19,121
Change-2,378 (-12%)
Value$326.8K (-$68.4K)
Filed 2026-10-15
Jacobi Capital Management LLC
DECREASED
Shares14,556 from 22,055
Change-7,499 (-34%)
Value$284.1K (-$171.7K)
Filed 2026-11-05
Aprio Wealth Management, LLC
UNCHANGED
Shares14,435 from 14,435
Change0 (0%)
Value$281.7K (-$16.6K)
Filed 2026-10-28
Global Wealth Strategies & Associates
DECREASED
Shares12,847 from 13,078
Change-231 (-2%)
Value$250.7K (-$19.5K)
Filed 2026-10-02
Legacy Wealth Partners, LLC
DECREASED
Shares12,847 from 12,977
Change-130 (-1%)
Value$250.7K (-$17.4K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares11,801 from 30,955
Change-19,154 (-62%)
Value$230.3K (-$409.4K)
Filed 2026-11-06
Cypress Financial Planning LLC
NEW
Shares11,070
Change+11,070
Value$216.1K
Filed 2026-10-09
Somerset Trust Co
NEW
Shares10,530
Change+10,530
Value$205.5K
Filed 2026-10-13
Davis Capital Management
INCREASED
Shares6,726 from 6,621
Change+105 (+2%)
Value$131.3K (-$5.6K)
Filed 2026-10-08
Marquette Asset Management, LLC
UNCHANGED
Shares4,668 from 4,668
Change0 (0%)
Value$91.1K (-$5.4K)
Filed 2026-10-09
Bank of New Hampshire
NEW
Shares3,715
Change+3,715
Value$72.5K
Filed 2026-10-06
Private Trust Co NA
INCREASED
Shares2,408 from 1,178
Change+1,230 (+104%)
Value$47.0K (+$22.7K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares1,030 from 445
Change+585 (+131%)
Value$20.1K (+$10.9K)
Filed 2026-11-05
Financial Consulate, Inc
NEW
Shares295
Change+295
Value$5.8K
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.0K (-$114)
Filed 2026-11-02
Atria Investments, Inc
CLOSED
Shares0 from 52,500
Change-52,500 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
First Command Advisory Services, Inc.
CLOSED
Shares0 from 9,996
Change-9,996 (-100%)
Value$0 (-$206.6K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$13.6K)
Filed 2026-11-02
Aptus Capital Advisors, LLC
N/A
Shares— from 3,513,762
Change-3,513,762 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,876,236
Change-2,876,236 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,323,555
Change-1,323,555 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,196,292
Change-1,196,292 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 929,003
Change-929,003 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 420,637
Change-420,637 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 384,106
Change-384,106 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 363,902
Change-363,902 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 314,604
Change-314,604 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 293,939
Change-293,939 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 273,065
Change-273,065 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 258,153
Change-258,153 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 244,503
Change-244,503 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 240,123
Change-240,123 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 229,802
Change-229,802 (-100%)
Value—
Stephens Inc
N/A
Shares— from 216,612
Change-216,612 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 208,785
Change-208,785 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 188,296
Change-188,296 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 164,306
Change-164,306 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 158,649
Change-158,649 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 137,380
Change-137,380 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 118,822
Change-118,822 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 95,323
Change-95,323 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 92,302
Change-92,302 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 85,986
Change-85,986 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 73,793
Change-73,793 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 69,456
Change-69,456 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 67,041
Change-67,041 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 55,100
Change-55,100 (-100%)
Value—
FCA Corp
N/A
Shares— from 46,184
Change-46,184 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 43,723
Change-43,723 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 35,264
Change-35,264 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 23,364
Change-23,364 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,156
Change-23,156 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 20,130
Change-20,130 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,833
Change-17,833 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 16,358
Change-16,358 (-100%)
Value—
&partners
N/A
Shares— from 11,568
Change-11,568 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,178
Change-11,178 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 497
Change-497 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
FMR LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,748,7621,410,677+338,085+24%$29.2M$34.1M+$5.0M2026-11-06
Cookson Peirce & Co Inc
INCREASED548,969521,282+27,687+5%$10.8M$10.7M-$58.0K2026-10-30
Clark Asset Management, LLC
INCREASED474,769404,980+69,789+17%$8.4M$9.3M+$897.2K2026-10-19
BCS Wealth Management
INCREASED355,198346,682+8,516+2%$7.2M$6.9M-$231.7K2026-11-03
DWM Financial Group, Inc.
INCREASED337,776314,148+23,628+8%$6.6M$6.6M-$10.9K2026-10-28
Gill Capital Partners, LLC
INCREASED254,104246,767+7,337+3%$5.1M$5.0M-$140.0K2026-10-13
Asset Dedication, LLC
INCREASED206,476186,136+20,340+11%$3.8M$4.0M+$183.3K2026-11-03
NorthAvenue LLC
INCREASED160,644140,671+19,973+14%$2.9M$3.1M+$228.4K2026-10-29
Truist Financial Corp
INCREASED158,678142,653+16,025+11%$2.9M$3.1M+$149.0K2026-10-30
Sigma Investment Counselors Inc
NEW148,946—+148,946——$2.9M—2026-10-27
Addison Advisors LLC
INCREASED145,502141,877+3,625+3%$2.9M$2.8M-$92.1K2026-11-06
Carroll Advisory Group, LLC
INCREASED144,029123,009+21,020+17%$2.5M$2.8M+$269.0K2026-10-16
Avior Wealth Management, LLC
INCREASED114,79142,246+72,545+172%$873.0K$2.2M+$1.4M2026-10-13
Infinity Wealth Counsel, LLC
INCREASED111,430107,600+3,830+4%$2.2M$2.2M-$48.8K2026-10-15
Moneco Advisors, LLC
UNCHANGED87,57887,57800%$1.8M$1.7M-$100.5K2026-11-05
Butensky & Cohen Financial Security, Inc
INCREASED79,72273,979+5,743+8%$1.5M$1.6M+$27.2K2026-10-13
HUB Investment Partners, LLC
DECREASED73,88277,526-3,644-5%$1.6M$1.4M-$160.1K2026-11-03
Golden Reserve Retirement LLC
DECREASED71,13571,515-380-1%$1.5M$1.4M-$89.5K2026-11-02
Farnam Financial LLC
INCREASED65,67562,665+3,010+5%$1.3M$1.3M+$5.1K2026-10-21
G2 Capital Management, LLC / OH
INCREASED50,54749,896+651+1%$1.0M$986.5K-$44.6K2026-10-23
Sawgrass Asset Management LLC
INCREASED48,58847,378+1,210+3%$979.1K$948.3K-$30.8K2026-11-03
Lido Advisors, LLC
UNCHANGED48,15748,15700%$995.2K$939.9K-$55.3K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED47,92438,231+9,693+25%$790.0K$935.0K+$145.0K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED47,17646,993+183+0%$971.1K$920.7K-$50.4K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED46,43631,883+14,553+46%$658.9K$906.3K+$247.4K2026-10-16
Independence Bank of Kentucky
INCREASED45,65339,461+6,192+16%$815.5K$891.0K+$75.6K2026-10-26
Farther Finance Advisors, LLC
DECREASED39,69341,918-2,225-5%$866.2K$774.7K-$91.5K2026-10-08
Commonwealth Equity Services, LLC
DECREASED39,36242,046-2,684-6%$868.9K$768.2K-$100.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED35,75335,207+546+2%$727.5K$697.8K-$29.7K2026-11-02
Wilkins Miller Wealth Management, LLC
INCREASED30,49729,112+1,385+5%$601.6K$595.2K-$6.4K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED28,86923,139+5,730+25%$475.3K$567.6K+$92.3K2026-10-13
Redmond Asset Management, LLC
INCREASED25,08917,101+7,988+47%$353.4K$489.7K+$136.3K2026-10-27
Opulen Financial Group LLC
DECREASED24,47724,756-279-1%$511.6K$477.7K-$33.9K2026-10-22
Allen Capital Group, LLC
INCREASED22,17520,259+1,916+9%$418.7K$432.8K+$14.1K2026-10-27
Nestegg Advisors, Inc.
NEW21,785—+21,785——$425.2K—2026-10-21
Paradigm, Strategies in Wealth Management, LLC
INCREASED20,10018,823+1,277+7%$389.0K$392.3K+$3.3K2026-10-16
Oppenheimer & Co Inc
INCREASED17,70317,414+289+2%$359.9K$345.5K-$14.3K2026-10-26
ETF Store, Inc.
INCREASED16,91214,355+2,557+18%$296.7K$330.1K+$33.4K2026-10-19
Yankcom Partnership
DECREASED16,74319,121-2,378-12%$395.1K$326.8K-$68.4K2026-10-15
Jacobi Capital Management LLC
DECREASED14,55622,055-7,499-34%$455.8K$284.1K-$171.7K2026-11-05
Aprio Wealth Management, LLC
UNCHANGED14,43514,43500%$298.3K$281.7K-$16.6K2026-10-28
Global Wealth Strategies & Associates
DECREASED12,84713,078-231-2%$270.3K$250.7K-$19.5K2026-10-02
Legacy Wealth Partners, LLC
DECREASED12,84712,977-130-1%$268.2K$250.7K-$17.4K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED11,80130,955-19,154-62%$639.7K$230.3K-$409.4K2026-11-06
Cypress Financial Planning LLC
NEW11,070—+11,070——$216.1K—2026-10-09
Somerset Trust Co
NEW10,530—+10,530——$205.5K—2026-10-13
Davis Capital Management
INCREASED6,7266,621+105+2%$136.8K$131.3K-$5.6K2026-10-08
Marquette Asset Management, LLC
UNCHANGED4,6684,66800%$96.5K$91.1K-$5.4K2026-10-09
Bank of New Hampshire
NEW3,715—+3,715——$72.5K—2026-10-06
Private Trust Co NA
INCREASED2,4081,178+1,230+104%$24.3K$47.0K+$22.7K2026-10-20
Fifth Third Bancorp
INCREASED1,030445+585+131%$9.2K$20.1K+$10.9K2026-11-05
Financial Consulate, Inc
NEW295—+295——$5.8K—2026-10-23
Key FInancial Inc
UNCHANGED10010000%$2.1K$2.0K-$1142026-11-02
Atria Investments, Inc
CLOSED052,500-52,500-100%$1.1M$0-$1.1M2026-10-15
First Command Advisory Services, Inc.
CLOSED09,996-9,996-100%$206.6K$0-$206.6K2026-11-05
International Assets Investment Management, LLC
CLOSED0657-657-100%$13.6K$0-$13.6K2026-11-02
Aptus Capital Advisors, LLC
N/A—3,513,762-3,513,762-100%$72.6M———
Raymond James Financial Inc
N/A—2,876,236-2,876,236-100%$59.4M———
UBS Group AG
N/A—1,323,555-1,323,555-100%$27.4M———
Wells Fargo & Company
N/A—1,196,292-1,196,292-100%$24.7M———
Invesco Ltd.
N/A—929,003-929,003-100%$19.2M———
Morgan Stanley
N/A—420,637-420,637-100%$8.7M———
Jones Financial Companies Lllp
N/A—384,106-384,106-100%$8.0M———
Citadel Advisors LLC
N/A—363,902-363,902-100%$7.5M———
Modern Wealth Management, LLC
N/A—314,604-314,604-100%$6.5M———
Jane Street Group, LLC
N/A—293,939-293,939-100%$6.1M———
Janney Montgomery Scott LLC
N/A—273,065-273,065-100%$5.6M———
Bank of America Corp
N/A—258,153-258,153-100%$5.3M———
Northwestern Mutual Wealth Management Co
N/A—244,503-244,503-100%$5.1M———
Equitable Holdings, Inc.
N/A—240,123-240,123-100%$5.0M———
MAI Capital Management
N/A—229,802-229,802-100%$4.7M———
Stephens Inc
N/A—216,612-216,612-100%$4.5M———
Osaic Holdings, Inc.
N/A—208,785-208,785-100%$4.3M———
Royal Bank of Canada
N/A—188,296-188,296-100%$3.9M———
Envestnet Asset Management Inc
N/A—164,306-164,306-100%$3.4M———
Cetera Investment Advisers
N/A—158,649-158,649-100%$3.3M———
Savvy Advisors, Inc.
N/A—137,380-137,380-100%$2.8M———
LeClair Wealth Partners LLC
N/A—118,822-118,822-100%$2.5M———
Ellevest, Inc.
N/A—95,323-95,323-100%$2.0M———
Ameriprise Financial Inc
N/A—92,302-92,302-100%$1.9M———
Novare Capital Management LLC
N/A—85,986-85,986-100%$1.8M———
River Wealth Advisors LLC
N/A—73,793-73,793-100%$1.5M———
Private Advisor Group, LLC
N/A—69,456-69,456-100%$1.4M———
MML Investors Services, LLC
N/A—67,041-67,041-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—55,100-55,100-100%$1.1M———
FCA Corp
N/A—46,184-46,184-100%$954.4K———
Davis R M Inc
N/A—43,723-43,723-100%$903.5K———
Huntington National Bank
N/A—35,264-35,264-100%$728.7K———
Stifel Financial Corp
N/A—23,364-23,364-100%$482.8K———
Captrust Financial Advisors
N/A—23,156-23,156-100%$478.5K———
Hobbs Group Advisors, LLC
N/A—20,130-20,130-100%$416.0K———
Sanctuary Advisors, LLC
N/A—17,833-17,833-100%$368.5K———
Sequoia Financial Advisors, LLC
N/A—16,358-16,358-100%$338.0K———
&partners
N/A—11,568-11,568-100%$239.1K———
Vestmark Advisory Solutions, Inc.
N/A—11,178-11,178-100%$231.0K———
Beacon Pointe Advisors, LLC
N/A—11,125-11,125-100%$229.9K———
Waverly Advisors, LLC
N/A—10,217-10,217-100%$211.1K———
Keating Financial Advisory Services, Inc.
N/A—1,335-1,335-100%$27.6K———
Smithfield Trust Co
N/A—1,031-1,031-100%$21———
Atlantic Union Bankshares Corp
N/A—497-497-100%$10.3K———
BFC Planning, Inc.
N/A—257-257-100%$5.3K———
Steward Partners Investment Advisory, LLC
N/A—255-255-100%$5.3K———
FMR LLC
N/A—231-231-100%$4.8K———
Showing 103 of 103 institutions