Ishares Agency Bond ETF (AGZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Bank of New York Mellon Corp

INCREASED

Shares379,068 from 344,348

Change+34,720 (+10%)

Value$40.4M (+$2.8M)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares279,344 from 230

Change+279,114 (+121354%)

Value$29.8M (+$29.7M)

Filed 2026-10-21

Asset Management One Co., Ltd.

DECREASED

Shares127,579 from 128,946

Change-1,367 (-1%)

Value$13.6M (-$498.5K)

Filed 2026-10-27

Bailard, Inc.

DECREASED

Shares124,154 from 125,583

Change-1,429 (-1%)

Value$13.2M (-$495.9K)

Filed 2026-10-13

Keybank National Association

DECREASED

Shares98,232 from 99,598

Change-1,366 (-1%)

Value$10.5M (-$418.1K)

Filed 2026-11-04

Arvest Investments, Inc.

INCREASED

Shares88,212 from 83,419

Change+4,793 (+6%)

Value$9.4M (+$282.3K)

Filed 2026-10-21

Great Diamond Partners, LLC

INCREASED

Shares77,613 from 74,286

Change+3,327 (+4%)

Value$8.3M (+$151.2K)

Filed 2026-10-13

RKL Wealth Management LLC

DECREASED

Shares72,353 from 74,091

Change-1,738 (-2%)

Value$7.7M (-$387.9K)

Filed 2026-10-16

Total Investment Management Inc

NEW

Shares49,808

Change+49,808

Value$5.3M

Filed 2026-10-22

Lido Advisors, LLC

NEW

Shares44,027

Change+44,027

Value$4.7M

Filed 2026-11-04

Fluent Financial, LLC

INCREASED

Shares41,175 from 38,521

Change+2,654 (+7%)

Value$4.4M (+$177.3K)

Filed 2026-10-13

US Bancorp \de\

DECREASED

Shares35,137 from 36,977

Change-1,840 (-5%)

Value$3.7M (-$297.2K)

Filed 2026-11-05

Focus Financial Network, Inc.

INCREASED

Shares24,636 from 24,394

Change+242 (+1%)

Value$2.6M (-$41.0K)

Filed 2026-10-14

Legacy Wealth Partners, LLC

NEW

Shares23,167

Change+23,167

Value$2.5M

Filed 2026-10-15

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares18,768 from 26,099

Change-7,331 (-28%)

Value$2.0M (-$852.5K)

Filed 2026-10-13

True Private Wealth Advisors

DECREASED

Shares17,050 from 18,258

Change-1,208 (-7%)

Value$1.8M (-$178.6K)

Filed 2026-10-19

Mirae Asset Global Investments Co., Ltd.

UNCHANGED

Shares16,090 from 16,090

Change0 (0%)

Value$1.7M (-$44.0K)

Filed 2026-11-03

Insight Advisors, LLC/ PA

INCREASED

Shares14,854 from 14,225

Change+629 (+4%)

Value$1.6M (+$28.1K)

Filed 2026-10-22

Glass Jacobson Investment Advisors llc

INCREASED

Shares12,675 from 11,701

Change+974 (+8%)

Value$1.4M (+$71.8K)

Filed 2026-10-26

Atria Investments, Inc

NEW

Shares12,485

Change+12,485

Value$1.3M

Filed 2026-10-15

James Investment Research, Inc.

INCREASED

Shares12,051 from 11,720

Change+331 (+3%)

Value$1.3M (+$3.2K)

Filed 2026-10-22

Citizens Financial Group Inc

INCREASED

Shares11,353 from 11,037

Change+316 (+3%)

Value$1.2M (+$3.5K)

Filed 2026-10-23

Goelzer Investment Management, Inc.

DECREASED

Shares10,764 from 10,783

Change-19 (0%)

Value$1.1M (-$31.5K)

Filed 2026-10-16

Creative Financial Designs Inc

INCREASED

Shares10,733 from 5,455

Change+5,278 (+97%)

Value$1.1M (+$547.4K)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

NEW

Shares10,001

Change+10,001

Value$1.1M

Filed 2026-10-05

Cambiar Investors LLC

UNCHANGED

Shares9,818 from 9,818

Change0 (0%)

Value$1.0M (-$26.9K)

Filed 2026-11-04

Sharper & Granite LLC

DECREASED

Shares9,345 from 9,370

Change-25 (0%)

Value$1.0M (+$1.3K)

Filed 2026-11-02

Balefire, LLC

NEW

Shares7,983

Change+7,983

Value$850.5K

Filed 2026-10-09

WBI Investments, LLC

INCREASED

Shares7,938 from 7,899

Change+39 (+0%)

Value$845.7K (-$17.5K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

DECREASED

Shares6,906 from 7,290

Change-384 (-5%)

Value$735.8K (-$60.9K)

Filed 2026-11-05

Narus Financial Partners, LLC

DECREASED

Shares6,603 from 6,613

Change-10 (0%)

Value$703.5K (-$19.2K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares5,965 from 7,039

Change-1,074 (-15%)

Value$635.5K (-$133.7K)

Filed 2026-11-02

Algorithmic Investment Models, LLC

NEW

Shares5,863

Change+5,863

Value$624.6K

Filed 2026-11-04

Novem Group

INCREASED

Shares5,726 from 5,466

Change+260 (+5%)

Value$610.1K (+$12.8K)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares5,407 from 5,245

Change+162 (+3%)

Value$576 (-$572.4K)

Filed 2026-11-02

Impact Investors, Inc

DECREASED

Shares4,799 from 5,050

Change-251 (-5%)

Value$511.3K (-$40.6K)

Filed 2026-11-02

Elevation Point Wealth Partners, LLC

INCREASED

Shares4,566 from 4,526

Change+40 (+1%)

Value$486.4K (-$8.1K)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

DECREASED

Shares3,960 from 5,390

Change-1,430 (-27%)

Value$421.9K (-$167.1K)

Filed 2026-11-03

Ignite Planners, LLC

DECREASED

Shares3,506 from 9,320

Change-5,814 (-62%)

Value$373.4K (-$647.1K)

Filed 2026-10-14

United Asset Strategies, Inc.

DECREASED

Shares3,255 from 3,268

Change-13 (0%)

Value$346.7K (-$10.4K)

Filed 2026-10-28

Shayne & Jacobs, LLC

UNCHANGED

Shares2,945 from 2,945

Change0 (0%)

Value$313.8K (-$8.1K)

Filed 2026-10-21

Gibraltar Capital Management, Inc.

NEW

Shares2,855

Change+2,855

Value$304.2K

Filed 2026-10-27

Avior Wealth Management, LLC

INCREASED

Shares2,707 from 2,682

Change+25 (+1%)

Value$288.4K (-$4.6K)

Filed 2026-10-13

Fiduciary Financial Group, LLC

UNCHANGED

Shares2,509 from 2,509

Change0 (0%)

Value$267.3K (-$6.9K)

Filed 2026-10-13

Stablepoint Partners, LLC

INCREASED

Shares2,477 from 2,456

Change+21 (+1%)

Value$263.9K (-$4.4K)

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares2,374 from 2,199

Change+175 (+8%)

Value$252.9K (+$12.6K)

Filed 2026-11-02

Legacy Private Trust Co.

NEW

Shares2,300

Change+2,300

Value$245.0K

Filed 2026-10-06

Acorn Financial Advisory Services Inc

INCREASED

Shares2,285 from 2,283

Change+2 (+0%)

Value$243.5K (-$5.9K)

Filed 2026-11-02

Private Trust Co NA

DECREASED

Shares2,172 from 2,874

Change-702 (-24%)

Value$231.4K (-$82.7K)

Filed 2026-10-20

Apollon Wealth Management, LLC

NEW

Shares2,060

Change+2,060

Value$219.5K

Filed 2026-10-23

StoneX Group Inc.

INCREASED

Shares2,027 from 1,997

Change+30 (+2%)

Value$216.0K (-$2.2K)

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares1,748 from 1,204

Change+544 (+45%)

Value$186.2K (+$54.7K)

Filed 2026-11-05

Three Bridge Wealth Advisors, LLC

NEW

Shares411

Change+411

Value$43.8K

Filed 2026-11-05

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$37.3K (-$958)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares147 from 125

Change+22 (+18%)

Value$15.7K (+$2.0K)

Filed 2026-10-08

Latitude Advisors, LLC

NEW

Shares121

Change+121

Value$12.9K

Filed 2026-10-27

Rossby Financial, LCC

NEW

Shares112

Change+112

Value$11.9K

Filed 2026-11-05

Parallel Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$10.7K (-$274)

Filed 2026-11-03

Physician Wealth Advisors, Inc.

INCREASED

Shares98 from 97

Change+1 (+1%)

Value$10.5K (-$175)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

INCREASED

Shares92 from 21

Change+71 (+338%)

Value$9.8K (+$7.5K)

Filed 2026-10-30

Clean Yield Group

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$6.5K (-$167)

Filed 2026-10-28

Ascentis Independent Advisors

NEW

Shares58

Change+58

Value$6.2K

Filed 2026-11-03

Richardson Financial Services Inc.

NEW

Shares38

Change+38

Value$4.0K

Filed 2026-10-30

Reicon Wealth Advisors, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$3.8K (-$99)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares27 from 17

Change+10 (+59%)

Value$2.9K (+$1.0K)

Filed 2026-10-16

AlphaCore Capital LLC

NEW

Shares19

Change+19

Value$2.0K

Filed 2026-11-04

Archer Investment Corp

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$2.0K (-$34)

Filed 2026-11-05

Heritage Family Offices, LLP

NEW

Shares16

Change+16

Value$1.7K

Filed 2026-11-02

CoreCap Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$107 (-$2)

Filed 2026-10-08

Heck Capital Advisors, LLC

CLOSED

Shares0 from 9,797

Change-9,797 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-14

Detalus Advisors, LLC

CLOSED

Shares0 from 1,933

Change-1,933 (-100%)

Value$0 (-$211.2K)

Filed 2026-10-15

Tompkins Financial Corp

CLOSED

Shares0 from 245

Change-245 (-100%)

Value$0 (-$26.8K)

Filed 2026-10-05

International Assets Investment Management, LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$6.5K)

Filed 2026-11-02

Axiom Investment Management LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$6.6K)

Filed 2026-11-03

Wolff Wiese Magana LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$875)

Filed 2026-10-15

HighTower Advisors, LLC

N/A

Shares— from 503,184

Change-503,184 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 478,573

Change-478,573 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 328,763

Change-328,763 (-100%)

Value—

TRB Wealth Management, LLC

N/A

Shares— from 138,548

Change-138,548 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 132,626

Change-132,626 (-100%)

Value—

UBS Group AG

N/A

Shares— from 104,837

Change-104,837 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 69,654

Change-69,654 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 69,239

Change-69,239 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 67,367

Change-67,367 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 66,716

Change-66,716 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 63,120

Change-63,120 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 53,257

Change-53,257 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 51,679

Change-51,679 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 50,780

Change-50,780 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 46,486

Change-46,486 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 41,173

Change-41,173 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 34,601

Change-34,601 (-100%)

Value—

Sunflower Bank, N.A.

N/A

Shares— from 23,035

Change-23,035 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 22,835

Change-22,835 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,532

Change-19,532 (-100%)

Value—

Vista Cima Wealth Management LLC

N/A

Shares— from 17,873

Change-17,873 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 17,153

Change-17,153 (-100%)

Value—

Fiducient Advisors LLC

N/A

Shares— from 14,577

Change-14,577 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 11,853

Change-11,853 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,746

Change-11,746 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 10,487

Change-10,487 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,019

Change-9,019 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 8,220

Change-8,220 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,472

Change-6,472 (-100%)

Value—

BTS Asset Management, Inc.

N/A

Shares— from 6,028

Change-6,028 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,012

Change-6,012 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 5,836

Change-5,836 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 5,694

Change-5,694 (-100%)

Value—

Triton Financial Group Inc

N/A

Shares— from 5,432

Change-5,432 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,227

Change-5,227 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 4,718

Change-4,718 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 4,526

Change-4,526 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 4,438

Change-4,438 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,831

Change-3,831 (-100%)

Value—

Pacific Financial Group Inc

N/A

Shares— from 3,582

Change-3,582 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 3,381

Change-3,381 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,006

Change-3,006 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 2,954

Change-2,954 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 2,932

Change-2,932 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 2,798

Change-2,798 (-100%)

Value—

Evercore Wealth Management, LLC

N/A

Shares— from 2,765

Change-2,765 (-100%)

Value—

Portland Global Advisors LLC

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,729

Change-2,729 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,470

Change-2,470 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 2,394

Change-2,394 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 2,324

Change-2,324 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 2,254

Change-2,254 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,197

Change-2,197 (-100%)

Value—

Daviman Financial, LLC

N/A

Shares— from 2,156

Change-2,156 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 2,074

Change-2,074 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 1,872

Change-1,872 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,414

Change-1,414 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 819

Change-819 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 786

Change-786 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 677

Change-677 (-100%)

Value—

Anchor Bay Capital, Inc.

N/A

Shares— from 510

Change-510 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 475

Change-475 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 456

Change-456 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 441

Change-441 (-100%)

Value—

FMR LLC

N/A

Shares— from 270

Change-270 (-100%)

Value—

Fort Vancouver Investment Management, LLC

N/A

Shares— from 210

Change-210 (-100%)

Value—

Rogco, LP

N/A

Shares— from 153

Change-153 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 149

Change-149 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 116

Change-116 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 110

Change-110 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 98

Change-98 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 85

Change-85 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 65

Change-65 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 5

Change-5 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 1

Change-1 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1

Change-1 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	379,068	344,348	+34,720	+10%	$37.6M	$40.4M	+$2.8M	2026-11-05
Assetmark, Inc	INCREASED	279,344	230	+279,114	+121354%	$25.1K	$29.8M	+$29.7M	2026-10-21
Asset Management One Co., Ltd.	DECREASED	127,579	128,946	-1,367	-1%	$14.1M	$13.6M	-$498.5K	2026-10-27
Bailard, Inc.	DECREASED	124,154	125,583	-1,429	-1%	$13.7M	$13.2M	-$495.9K	2026-10-13
Keybank National Association	DECREASED	98,232	99,598	-1,366	-1%	$10.9M	$10.5M	-$418.1K	2026-11-04
Arvest Investments, Inc.	INCREASED	88,212	83,419	+4,793	+6%	$9.1M	$9.4M	+$282.3K	2026-10-21
Great Diamond Partners, LLC	INCREASED	77,613	74,286	+3,327	+4%	$8.1M	$8.3M	+$151.2K	2026-10-13
RKL Wealth Management LLC	DECREASED	72,353	74,091	-1,738	-2%	$8.1M	$7.7M	-$387.9K	2026-10-16
Total Investment Management Inc	NEW	49,808	—	+49,808	—	—	$5.3M	—	2026-10-22
Lido Advisors, LLC	NEW	44,027	—	+44,027	—	—	$4.7M	—	2026-11-04
Fluent Financial, LLC	INCREASED	41,175	38,521	+2,654	+7%	$4.2M	$4.4M	+$177.3K	2026-10-13
US Bancorp \de\	DECREASED	35,137	36,977	-1,840	-5%	$4.0M	$3.7M	-$297.2K	2026-11-05
Focus Financial Network, Inc.	INCREASED	24,636	24,394	+242	+1%	$2.7M	$2.6M	-$41.0K	2026-10-14
Legacy Wealth Partners, LLC	NEW	23,167	—	+23,167	—	—	$2.5M	—	2026-10-15
Hennion & Walsh Asset Management, Inc.	DECREASED	18,768	26,099	-7,331	-28%	$2.9M	$2.0M	-$852.5K	2026-10-13
True Private Wealth Advisors	DECREASED	17,050	18,258	-1,208	-7%	$2.0M	$1.8M	-$178.6K	2026-10-19
Mirae Asset Global Investments Co., Ltd.	UNCHANGED	16,090	16,090	0	0%	$1.8M	$1.7M	-$44.0K	2026-11-03
Insight Advisors, LLC/ PA	INCREASED	14,854	14,225	+629	+4%	$1.6M	$1.6M	+$28.1K	2026-10-22
Glass Jacobson Investment Advisors llc	INCREASED	12,675	11,701	+974	+8%	$1.3M	$1.4M	+$71.8K	2026-10-26
Atria Investments, Inc	NEW	12,485	—	+12,485	—	—	$1.3M	—	2026-10-15
James Investment Research, Inc.	INCREASED	12,051	11,720	+331	+3%	$1.3M	$1.3M	+$3.2K	2026-10-22
Citizens Financial Group Inc	INCREASED	11,353	11,037	+316	+3%	$1.2M	$1.2M	+$3.5K	2026-10-23
Goelzer Investment Management, Inc.	DECREASED	10,764	10,783	-19	0%	$1.2M	$1.1M	-$31.5K	2026-10-16
Creative Financial Designs Inc	INCREASED	10,733	5,455	+5,278	+97%	$596.1K	$1.1M	+$547.4K	2026-11-04
MassMutual Private Wealth & Trust, FSB	NEW	10,001	—	+10,001	—	—	$1.1M	—	2026-10-05
Cambiar Investors LLC	UNCHANGED	9,818	9,818	0	0%	$1.1M	$1.0M	-$26.9K	2026-11-04
Sharper & Granite LLC	DECREASED	9,345	9,370	-25	0%	$1.0M	$1.0M	+$1.3K	2026-11-02
Balefire, LLC	NEW	7,983	—	+7,983	—	—	$850.5K	—	2026-10-09
WBI Investments, LLC	INCREASED	7,938	7,899	+39	+0%	$863.2K	$845.7K	-$17.5K	2026-11-05
J.W. Cole Advisors, Inc.	DECREASED	6,906	7,290	-384	-5%	$796.6K	$735.8K	-$60.9K	2026-11-05
Narus Financial Partners, LLC	DECREASED	6,603	6,613	-10	0%	$722.6K	$703.5K	-$19.2K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	5,965	7,039	-1,074	-15%	$769.2K	$635.5K	-$133.7K	2026-11-02
Algorithmic Investment Models, LLC	NEW	5,863	—	+5,863	—	—	$624.6K	—	2026-11-04
Novem Group	INCREASED	5,726	5,466	+260	+5%	$597.3K	$610.1K	+$12.8K	2026-10-19
Cambridge Investment Research Advisors, Inc.	INCREASED	5,407	5,245	+162	+3%	$573.0K	$576	-$572.4K	2026-11-02
Impact Investors, Inc	DECREASED	4,799	5,050	-251	-5%	$551.8K	$511.3K	-$40.6K	2026-11-02
Elevation Point Wealth Partners, LLC	INCREASED	4,566	4,526	+40	+1%	$494.6K	$486.4K	-$8.1K	2026-11-05
Ashton Thomas Private Wealth, LLC	DECREASED	3,960	5,390	-1,430	-27%	$589.0K	$421.9K	-$167.1K	2026-11-03
Ignite Planners, LLC	DECREASED	3,506	9,320	-5,814	-62%	$1.0M	$373.4K	-$647.1K	2026-10-14
United Asset Strategies, Inc.	DECREASED	3,255	3,268	-13	0%	$357.1K	$346.7K	-$10.4K	2026-10-28
Shayne & Jacobs, LLC	UNCHANGED	2,945	2,945	0	0%	$321.8K	$313.8K	-$8.1K	2026-10-21
Gibraltar Capital Management, Inc.	NEW	2,855	—	+2,855	—	—	$304.2K	—	2026-10-27
Avior Wealth Management, LLC	INCREASED	2,707	2,682	+25	+1%	$293.1K	$288.4K	-$4.6K	2026-10-13
Fiduciary Financial Group, LLC	UNCHANGED	2,509	2,509	0	0%	$274.2K	$267.3K	-$6.9K	2026-10-13
Stablepoint Partners, LLC	INCREASED	2,477	2,456	+21	+1%	$268.4K	$263.9K	-$4.4K	2026-11-03
Kestra Advisory Services, LLC	INCREASED	2,374	2,199	+175	+8%	$240.3K	$252.9K	+$12.6K	2026-11-02
Legacy Private Trust Co.	NEW	2,300	—	+2,300	—	—	$245.0K	—	2026-10-06
Acorn Financial Advisory Services Inc	INCREASED	2,285	2,283	+2	+0%	$249.5K	$243.5K	-$5.9K	2026-11-02
Private Trust Co NA	DECREASED	2,172	2,874	-702	-24%	$314.1K	$231.4K	-$82.7K	2026-10-20
Apollon Wealth Management, LLC	NEW	2,060	—	+2,060	—	—	$219.5K	—	2026-10-23
StoneX Group Inc.	INCREASED	2,027	1,997	+30	+2%	$218.2K	$216.0K	-$2.2K	2026-11-03
Fifth Third Bancorp	INCREASED	1,748	1,204	+544	+45%	$131.6K	$186.2K	+$54.7K	2026-11-05
Three Bridge Wealth Advisors, LLC	NEW	411	—	+411	—	—	$43.8K	—	2026-11-05
Wilmington Savings Fund Society, FSB	UNCHANGED	350	350	0	0%	$38.2K	$37.3K	-$958	2026-10-23
Farther Finance Advisors, LLC	INCREASED	147	125	+22	+18%	$13.7K	$15.7K	+$2.0K	2026-10-08
Latitude Advisors, LLC	NEW	121	—	+121	—	—	$12.9K	—	2026-10-27
Rossby Financial, LCC	NEW	112	—	+112	—	—	$11.9K	—	2026-11-05
Parallel Advisors, LLC	UNCHANGED	100	100	0	0%	$10.9K	$10.7K	-$274	2026-11-03
Physician Wealth Advisors, Inc.	INCREASED	98	97	+1	+1%	$10.7K	$10.5K	-$175	2026-10-20
Capital Investment Advisory Services, LLC	INCREASED	92	21	+71	+338%	$2.3K	$9.8K	+$7.5K	2026-10-30
Clean Yield Group	UNCHANGED	61	61	0	0%	$6.7K	$6.5K	-$167	2026-10-28
Ascentis Independent Advisors	NEW	58	—	+58	—	—	$6.2K	—	2026-11-03
Richardson Financial Services Inc.	NEW	38	—	+38	—	—	$4.0K	—	2026-10-30
Reicon Wealth Advisors, LLC	UNCHANGED	36	36	0	0%	$3.9K	$3.8K	-$99	2026-11-04
IFP Advisors, Inc	INCREASED	27	17	+10	+59%	$1.9K	$2.9K	+$1.0K	2026-10-16
AlphaCore Capital LLC	NEW	19	—	+19	—	—	$2.0K	—	2026-11-04
Archer Investment Corp	UNCHANGED	19	19	0	0%	$2.1K	$2.0K	-$34	2026-11-05
Heritage Family Offices, LLP	NEW	16	—	+16	—	—	$1.7K	—	2026-11-02
CoreCap Advisors, LLC	UNCHANGED	1	1	0	0%	$109	$107	-$2	2026-10-08
Heck Capital Advisors, LLC	CLOSED	0	9,797	-9,797	-100%	$1.1M	$0	-$1.1M	2026-10-14
Detalus Advisors, LLC	CLOSED	0	1,933	-1,933	-100%	$211.2K	$0	-$211.2K	2026-10-15
Tompkins Financial Corp	CLOSED	0	245	-245	-100%	$26.8K	$0	-$26.8K	2026-10-05
International Assets Investment Management, LLC	CLOSED	0	60	-60	-100%	$6.5K	$0	-$6.5K	2026-11-02
Axiom Investment Management LLC	CLOSED	0	60	-60	-100%	$6.6K	$0	-$6.6K	2026-11-03
Wolff Wiese Magana LLC	CLOSED	0	8	-8	-100%	$875	$0	-$875	2026-10-15
HighTower Advisors, LLC	N/A	—	503,184	-503,184	-100%	$55.0M	—	—	—
Stifel Financial Corp	N/A	—	478,573	-478,573	-100%	$52.3M	—	—	—
Raymond James Financial Inc	N/A	—	328,763	-328,763	-100%	$35.9M	—	—	—
TRB Wealth Management, LLC	N/A	—	138,548	-138,548	-100%	$15.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	132,626	-132,626	-100%	$14.5M	—	—	—
UBS Group AG	N/A	—	104,837	-104,837	-100%	$11.5M	—	—	—
Morgan Stanley	N/A	—	69,654	-69,654	-100%	$7.6M	—	—	—
EP Wealth Advisors, LLC	N/A	—	69,239	-69,239	-100%	$7.6M	—	—	—
Ameriprise Financial Inc	N/A	—	67,367	-67,367	-100%	$7.4M	—	—	—
Bank of America Corp	N/A	—	66,716	-66,716	-100%	$7.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	63,120	-63,120	-100%	$6.9M	—	—	—
Wells Fargo & Company	N/A	—	53,257	-53,257	-100%	$5.8M	—	—	—
Summit Financial, LLC	N/A	—	51,679	-51,679	-100%	$5.6M	—	—	—
LPL Financial LLC	N/A	—	50,780	-50,780	-100%	$5.5M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	46,486	-46,486	-100%	$5.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	41,173	-41,173	-100%	$4.5M	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	34,601	-34,601	-100%	$3.8M	—	—	—
Sunflower Bank, N.A.	N/A	—	23,035	-23,035	-100%	$2.5M	—	—	—
CVA Family Office, LLC	N/A	—	22,835	-22,835	-100%	$2.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	19,532	-19,532	-100%	$2.1M	—	—	—
Vista Cima Wealth Management LLC	N/A	—	17,873	-17,873	-100%	$2.0M	—	—	—
Tidal Investments LLC	N/A	—	17,153	-17,153	-100%	$1.9M	—	—	—
Fiducient Advisors LLC	N/A	—	14,577	-14,577	-100%	$1.6M	—	—	—
Rehmann Capital Advisory Group	N/A	—	11,853	-11,853	-100%	$1.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	11,746	-11,746	-100%	$1.3M	—	—	—
Moors & Cabot, Inc.	N/A	—	10,487	-10,487	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	9,019	-9,019	-100%	$985.5K	—	—	—
Guggenheim Capital LLC	N/A	—	8,220	-8,220	-100%	$898.3K	—	—	—
JPMorgan Chase & Co	N/A	—	6,472	-6,472	-100%	$708.8K	—	—	—
BTS Asset Management, Inc.	N/A	—	6,028	-6,028	-100%	$658.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,012	-6,012	-100%	$657.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	5,836	-5,836	-100%	$639.1K	—	—	—
Maridea Wealth Management LLC	N/A	—	5,694	-5,694	-100%	$622.2K	—	—	—
Triton Financial Group Inc	N/A	—	5,432	-5,432	-100%	$593.6K	—	—	—
Private Advisor Group, LLC	N/A	—	5,227	-5,227	-100%	$571.2K	—	—	—
Baird Financial Group, Inc.	N/A	—	4,718	-4,718	-100%	$515.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	4,526	-4,526	-100%	$494.6K	—	—	—
Checchi Capital Advisers, LLC	N/A	—	4,438	-4,438	-100%	$485.0K	—	—	—
Jane Street Group, LLC	N/A	—	3,831	-3,831	-100%	$418.6K	—	—	—
Pacific Financial Group Inc	N/A	—	3,582	-3,582	-100%	$391.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	3,381	-3,381	-100%	$369.5K	—	—	—
Arax Advisory Partners	N/A	—	3,006	-3,006	-100%	$328.5K	—	—	—
Citadel Advisors LLC	N/A	—	2,954	-2,954	-100%	$322.8K	—	—	—
Sequent Planning LLC	N/A	—	2,932	-2,932	-100%	$320.4K	—	—	—
Deutsche Bank Ag\	N/A	—	2,798	-2,798	-100%	$305.8K	—	—	—
Evercore Wealth Management, LLC	N/A	—	2,765	-2,765	-100%	$302.2K	—	—	—
Portland Global Advisors LLC	N/A	—	2,750	-2,750	-100%	$300.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,729	-2,729	-100%	$298.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,470	-2,470	-100%	$269.9K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	2,394	-2,394	-100%	$261.6K	—	—	—
Captrust Financial Advisors	N/A	—	2,324	-2,324	-100%	$253.9K	—	—	—
Argent Trust Co	N/A	—	2,254	-2,254	-100%	$246.3K	—	—	—
Royal Bank of Canada	N/A	—	2,197	-2,197	-100%	$241.0K	—	—	—
Daviman Financial, LLC	N/A	—	2,156	-2,156	-100%	$235.6K	—	—	—
Mariner, LLC	N/A	—	2,074	-2,074	-100%	$226.6K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	1,872	-1,872	-100%	$204.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,414	-1,414	-100%	$154.8K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	819	-819	-100%	$89.5K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	786	-786	-100%	$85.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	677	-677	-100%	$74.0K	—	—	—
Anchor Bay Capital, Inc.	N/A	—	510	-510	-100%	$55.3K	—	—	—
ST Germain D J Co Inc	N/A	—	475	-475	-100%	$51.9K	—	—	—
BFC Planning, Inc.	N/A	—	456	-456	-100%	$49.8K	—	—	—
Whittier Trust Co	N/A	—	441	-441	-100%	$48.1K	—	—	—
FMR LLC	N/A	—	270	-270	-100%	$29.5K	—	—	—
Fort Vancouver Investment Management, LLC	N/A	—	210	-210	-100%	$22.9K	—	—	—
Rogco, LP	N/A	—	153	-153	-100%	$16.7K	—	—	—
Park Place Capital Corp	N/A	—	149	-149	-100%	$16.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	116	-116	-100%	$12.7K	—	—	—
AE Wealth Management LLC	N/A	—	110	-110	-100%	$12.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	98	-98	-100%	$10.7K	—	—	—
LRI Investments, LLC	N/A	—	85	-85	-100%	$9.3K	—	—	—
Bogart Wealth, LLC	N/A	—	66	-66	-100%	$7.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	65	-65	-100%	$7.1K	—	—	—
Capital Analysts, LLC	N/A	—	45	-45	-100%	$5	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	40	-40	-100%	$4.4K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	5	-5	-100%	$547	—	—	—
Capital Advisor Network LLC	N/A	—	2	-2	-100%	$219	—	—	—
Vanguard Advisers Inc	N/A	—	1	-1	-100%	$109	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1	-1	-100%	$109	—	—	—
Allworth Financial LP	N/A	—	1	-1	-100%	$110	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$109	—	—	—

Showing 157 of 157 institutions