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Ishares Ibonds DEC 2027 Term (IBMP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Heartwood Wealth Advisors LLC
INCREASED
Shares703,566 from 697,944
Change+5,622 (+1%)
Value$17.8M (+$16.3K)
Filed 2026-10-05
US Bancorp \de\
DECREASED
Shares703,024 from 745,224
Change-42,200 (-6%)
Value$17.7M (-$1.2M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares630,093 from 547,234
Change+82,859 (+15%)
Value$15.9M (+$2.0M)
Filed 2026-11-04
Kathmere Capital Management, LLC
DECREASED
Shares468,805 from 498,643
Change-29,838 (-6%)
Value$11.8M (-$842.9K)
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares351,742 from 309,899
Change+41,843 (+14%)
Value$8.9M (+$1.0M)
Filed 2026-10-14
Praetorian Wealth Management, Inc.
DECREASED
Shares277,599 from 285,165
Change-7,566 (-3%)
Value$7.0M (-$242.3K)
Filed 2026-10-16
Howland Capital Management LLC
INCREASED
Shares269,545 from 247,525
Change+22,020 (+9%)
Value$6.8M (+$511.2K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares210,042 from 204,049
Change+5,993 (+3%)
Value$5.3M (+$114.5K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares186,594 from 174,701
Change+11,893 (+7%)
Value$4.7M (+$268.7K)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares149,424 from 157,338
Change-7,914 (-5%)
Value$3.8M (-$228.1K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares130,603 from 117,182
Change+13,421 (+11%)
Value$3.3M (+$317.7K)
Filed 2026-10-21
Quantum Financial Advisors, LLC
DECREASED
Shares121,002 from 123,842
Change-2,840 (-2%)
Value$3.1M (-$94.0K)
Filed 2026-11-03
Atwater Malick LLC
INCREASED
Shares101,793 from 99,822
Change+1,971 (+2%)
Value$2.6M (+$31.8K)
Filed 2026-10-15
Sonata Capital Group Inc
DECREASED
Shares101,741 from 106,489
Change-4,748 (-4%)
Value$2.6M (-$139.0K)
Filed 2026-10-19
Titleist Asset Management, LLC
DECREASED
Shares99,456 from 101,032
Change-1,576 (-2%)
Value$2.5M (-$58.0K)
Filed 2026-10-08
Postrock Partners LLC
DECREASED
Shares96,626 from 98,576
Change-1,950 (-2%)
Value$2.4M (-$67.0K)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares95,250 from 95,174
Change+76 (+0%)
Value$2.4M (-$15.2K)
Filed 2026-10-28
Parkway Wealth Management Group, LLC
DECREASED
Shares94,412 from 101,149
Change-6,737 (-7%)
Value$2.4M (-$188.3K)
Filed 2026-10-20
Blue Square Asset Management, LLC
INCREASED
Shares74,755 from 74,339
Change+416 (+1%)
Value$1.9M (-$2.9K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares69,447 from 65,737
Change+3,710 (+6%)
Value$1.8M (+$81.8K)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares64,020 from 56,740
Change+7,280 (+13%)
Value$1.6M (+$173.5K)
Filed 2026-11-05
True Private Wealth Advisors
UNCHANGED
Shares61,037 from 61,037
Change0 (0%)
Value$1.5M (-$11.0K)
Filed 2026-10-19
RIA Advisory Group LLC
DECREASED
Shares60,785 from 73,065
Change-12,280 (-17%)
Value$1.5M (-$323.1K)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
INCREASED
Shares60,260 from 60,012
Change+248 (+0%)
Value$1.5M (-$3.3K)
Filed 2026-11-02
Choreo, LLC
NEW
Shares58,938
Change+58,938
Value$1.5M
Filed 2026-10-28
Capital Investment Advisors, LLC
DECREASED
Shares55,542 from 56,609
Change-1,067 (-2%)
Value$1.4M (-$37.1K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
INCREASED
Shares54,416 from 46,775
Change+7,641 (+16%)
Value$1.4M (+$184.4K)
Filed 2026-11-02
Phillips Financial Management, LLC
UNCHANGED
Shares53,650 from 53,650
Change0 (0%)
Value$1.4M (-$9.7K)
Filed 2026-10-19
Aspen Wealth Management LLC
INCREASED
Shares53,351 from 35,051
Change+18,300 (+52%)
Value$1.3M (+$455.6K)
Filed 2026-10-14
O'Domhnaill Enterprises, Inc.
INCREASED
Shares51,513 from 47,633
Change+3,880 (+8%)
Value$1.3M (+$89.4K)
Filed 2026-10-29
Evergreen Private Wealth LLC
DECREASED
Shares51,513 from 52,013
Change-500 (-1%)
Value$1.3M (-$22.0K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
INCREASED
Shares50,196 from 44,182
Change+6,014 (+14%)
Value$1.3M (+$143.9K)
Filed 2026-10-30
Lantz Financial LLC
INCREASED
Shares46,952 from 42,353
Change+4,599 (+11%)
Value$1.2M (+$108.4K)
Filed 2026-10-15
Prism Advisors, Inc.
UNCHANGED
Shares44,715 from 44,715
Change0 (0%)
Value$1.1M (-$9.4K)
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares37,713 from 31,674
Change+6,039 (+19%)
Value$951.9K (+$146.7K)
Filed 2026-11-03
Jacobi Capital Management LLC
UNCHANGED
Shares37,031 from 37,031
Change0 (0%)
Value$934.7K (-$6.7K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares36,372 from 29,189
Change+7,183 (+25%)
Value$918 (-$741.1K)
Filed 2026-11-02
Droms Strauss Advisors Inc
INCREASED
Shares35,361 from 22,376
Change+12,985 (+58%)
Value$892.5K (+$323.7K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares35,184 from 34,242
Change+942 (+3%)
Value$888.0K (+$17.6K)
Filed 2026-10-16
Financial Advisory Corp
INCREASED
Shares33,620 from 29,360
Change+4,260 (+15%)
Value$848.6K (+$102.2K)
Filed 2026-10-14
Newman Dignan & Sheerar, Inc.
DECREASED
Shares33,259 from 39,265
Change-6,006 (-15%)
Value$839.5K (-$158.7K)
Filed 2026-10-21
Heffernan Advisory, Inc
UNCHANGED
Shares33,092 from 33,092
Change0 (0%)
Value$835.2K (-$6.0K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares32,433 from 32,380
Change+53 (+0%)
Value$818.6K (-$4.5K)
Filed 2026-10-15
Curbstone Financial Management Corp
INCREASED
Shares32,060 from 30,060
Change+2,000 (+7%)
Value$809.2K (+$45.1K)
Filed 2026-10-21
First National Trust Co
INCREASED
Shares30,311 from 28,726
Change+1,585 (+6%)
Value$765.0K (+$34.8K)
Filed 2026-10-28
WJ Wealth Management, LLC
UNCHANGED
Shares30,182 from 30,182
Change0 (0%)
Value$761.8K (-$5.4K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares30,086 from 25,128
Change+4,958 (+20%)
Value$759.4K (+$120.6K)
Filed 2026-11-02
Confluence Investment Management LLC
DECREASED
Shares27,520 from 31,836
Change-4,316 (-14%)
Value$694.6K (-$114.7K)
Filed 2026-10-01
Strid Group, LLC
UNCHANGED
Shares25,530 from 25,530
Change0 (0%)
Value$644.4K (-$4.6K)
Filed 2026-10-28
Great Diamond Partners, LLC
NEW
Shares24,954
Change+24,954
Value$629.8K
Filed 2026-10-13
Rossby Financial, LCC
NEW
Shares23,857
Change+23,857
Value$602.2K
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares23,141 from 24,141
Change-1,000 (-4%)
Value$583.4K (-$29.2K)
Filed 2026-10-19
New England Private Wealth Advisors LLC
NEW
Shares22,700
Change+22,700
Value$572.9K
Filed 2026-10-19
Cove Private Wealth, LLC
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$555.3K (-$4.0K)
Filed 2026-10-28
Woodmont Investment Counsel LLC
UNCHANGED
Shares21,829 from 21,829
Change0 (0%)
Value$551.0K (-$3.9K)
Filed 2026-10-29
James Investment Research, Inc.
UNCHANGED
Shares20,676 from 20,676
Change0 (0%)
Value$521.9K (-$3.7K)
Filed 2026-10-22
Foundry Financial Group, Inc.
DECREASED
Shares19,321 from 20,502
Change-1,181 (-6%)
Value$487.7K (-$33.5K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
NEW
Shares19,120
Change+19,120
Value$482.0K
Filed 2026-10-13
PFG Private Wealth Management, LLC
INCREASED
Shares18,513 from 17,827
Change+686 (+4%)
Value$467.3K (+$14.1K)
Filed 2026-10-15
Rossmore Private Capital
INCREASED
Shares17,477 from 9,071
Change+8,406 (+93%)
Value$441.1K (+$210.5K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares16,963
Change+16,963
Value$428.1K
Filed 2026-10-21
JIM Saulnier & Associates, LLC
INCREASED
Shares16,503 from 16,398
Change+105 (+1%)
Value$416.5K (-$296)
Filed 2026-11-04
WealthBridge Capital Management, LLC
DECREASED
Shares16,475 from 16,663
Change-188 (-1%)
Value$415.8K (-$7.7K)
Filed 2026-10-16
Avail Investment Partners, LLC
DECREASED
Shares15,612 from 25,602
Change-9,990 (-39%)
Value$394.0K (-$256.8K)
Filed 2026-10-16
Investment Research Partners LLC
DECREASED
Shares15,612 from 25,602
Change-9,990 (-39%)
Value$394.0K (-$256.8K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
UNCHANGED
Shares15,089 from 15,089
Change0 (0%)
Value$380.8K (-$3.0K)
Filed 2026-10-13
Atria Investments, Inc
UNCHANGED
Shares15,049 from 15,049
Change0 (0%)
Value$379.8K (-$2.7K)
Filed 2026-10-15
Cascade Investment Group, Inc.
NEW
Shares14,793
Change+14,793
Value$373.4K
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares14,670 from 14,455
Change+215 (+1%)
Value$370.3K (+$2.8K)
Filed 2026-11-05
MV Capital Management, Inc.
UNCHANGED
Shares14,457 from 14,457
Change0 (0%)
Value$364.9K (-$2.6K)
Filed 2026-10-29
Princeton Global Asset Management LLC
INCREASED
Shares14,407 from 14,394
Change+13 (+0%)
Value$363.6K (-$2.3K)
Filed 2026-10-21
Balefire, LLC
UNCHANGED
Shares12,879 from 12,879
Change0 (0%)
Value$325.1K (-$2.3K)
Filed 2026-10-09
Farnam Financial LLC
NEW
Shares12,755
Change+12,755
Value$322.2K
Filed 2026-10-21
Hengehold Capital Management LLC
INCREASED
Shares12,613 from 12,571
Change+42 (+0%)
Value$318.4K (-$1.2K)
Filed 2026-10-16
Compton Wealth Advisory Group, LLC
NEW
Shares11,850
Change+11,850
Value$298.5K
Filed 2026-10-13
Trust Co
UNCHANGED
Shares11,841 from 11,841
Change0 (0%)
Value$298.9K (-$2.1K)
Filed 2026-10-09
Heritage Family Offices, LLP
UNCHANGED
Shares11,136 from 11,136
Change0 (0%)
Value$281.1K (-$2.0K)
Filed 2026-11-02
Baring Financial LLC
NEW
Shares11,076
Change+11,076
Value$279.6K
Filed 2026-10-07
Hughes Financial Services, LLC
INCREASED
Shares11,008 from 8,270
Change+2,738 (+33%)
Value$279.1K (+$68.8K)
Filed 2026-10-30
Moneco Advisors, LLC
UNCHANGED
Shares10,943 from 10,943
Change0 (0%)
Value$276.2K (-$2.0K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
NEW
Shares10,463
Change+10,463
Value$264.7K
Filed 2026-10-30
Juno Financial Group LLC
INCREASED
Shares10,316 from 10,250
Change+66 (+1%)
Value$260.4K (-$185)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares10,008 from 11,983
Change-1,975 (-16%)
Value$252.6K (-$52.0K)
Filed 2026-10-20
Aspen Private Advisors, LLC
NEW
Shares10,000
Change+10,000
Value$252.4K
Filed 2026-10-27
Resonant Capital Advisors, LLC
DECREASED
Shares9,934 from 13,914
Change-3,980 (-29%)
Value$250.7K (-$103.0K)
Filed 2026-10-15
Arrow Financial Corp
UNCHANGED
Shares9,517 from 9,517
Change0 (0%)
Value$240.2K (-$1.7K)
Filed 2026-10-26
Cora Capital Advisors LLC
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$239.8K (-$1.7K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares9,481 from 9,481
Change0 (0%)
Value$239.3K (-$1.7K)
Filed 2026-10-08
Legacy Private Trust Co.
UNCHANGED
Shares9,395 from 9,395
Change0 (0%)
Value$237.1K (-$1.7K)
Filed 2026-10-06
Archford Capital Strategies, LLC
UNCHANGED
Shares9,391 from 9,391
Change0 (0%)
Value$237.0K (-$1.7K)
Filed 2026-10-19
Silverlake Wealth Management LLC
DECREASED
Shares9,210 from 24,960
Change-15,750 (-63%)
Value$232.5K (-$402.0K)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares9,130 from 9,130
Change0 (0%)
Value$230.4K (-$1.6K)
Filed 2026-11-05
TPG Advisors LLC
UNCHANGED
Shares9,116 from 9,116
Change0 (0%)
Value$230.1K (-$1.6K)
Filed 2026-10-16
Penobscot Investment Management Company, Inc.
DECREASED
Shares9,000 from 10,000
Change-1,000 (-10%)
Value$227.2K (-$27.0K)
Filed 2026-10-26
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares8,935 from 9,070
Change-135 (-1%)
Value$225.5K (-$5.0K)
Filed 2026-10-19
Members Wealth LLC
DECREASED
Shares8,698 from 43,516
Change-34,818 (-80%)
Value$219.3K (-$886.9K)
Filed 2026-10-20
Strategic Blueprint, LLC
UNCHANGED
Shares8,633 from 8,633
Change0 (0%)
Value$217.9K (-$1.6K)
Filed 2026-10-22
Carnegie Investment Counsel
DECREASED
Shares8,625 from 10,600
Change-1,975 (-19%)
Value$217.7K (-$51.8K)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares8,134 from 8,134
Change0 (0%)
Value$205.3K (-$1.5K)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED
Shares8,057 from 11,931
Change-3,874 (-32%)
Value$203.4K (-$99.9K)
Filed 2026-10-14
Farther Finance Advisors, LLC
UNCHANGED
Shares7,701 from 7,701
Change0 (0%)
Value$194.4K (-$1.4K)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares4,975 from 4,975
Change0 (0%)
Value$125.6K (-$895)
Filed 2026-11-02
Coastline Trust Co
UNCHANGED
Shares4,716 from 4,716
Change0 (0%)
Value$119.0K (-$849)
Filed 2026-10-01
Community Financial Services Group, LLC
INCREASED
Shares3,352 from 2,167
Change+1,185 (+55%)
Value$84.4K (+$29.5K)
Filed 2026-10-15
American Capital Advisory, LLC
UNCHANGED
Shares2,231 from 2,231
Change0 (0%)
Value$56.3K (-$402)
Filed 2026-10-28
Bullock Wealth Management Group
INCREASED
Shares2,028 from 2,016
Change+12 (+1%)
Value$51.1K (-$7)
Filed 2026-10-09
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$28.1K (-$200)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$23.4K (-$167)
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$21.1K (-$151)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$9.5K (-$67)
Filed 2026-10-29
Ashton Thomas Securities, LLC
NEW
Shares173
Change+173
Value$4.4K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares131
Change+131
Value$3.3K
Filed 2026-10-21
Caldwell Trust Co
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.1K (-$7)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$959 (-$7)
Filed 2026-10-28
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 13,043
Change-13,043 (-100%)
Value$0 (-$331.6K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 11,408
Change-11,408 (-100%)
Value$0 (-$290.0K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 11,136
Change-11,136 (-100%)
Value$0 (-$283.1K)
Filed 2026-10-27
Klingman & Associates, LLC
CLOSED
Shares0 from 10,960
Change-10,960 (-100%)
Value$0 (-$278.6K)
Filed 2026-10-20
FF Advisors,LLC
CLOSED
Shares0 from 8,249
Change-8,249 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,988
Change-1,988 (-100%)
Value$0 (-$50.4K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 2,660,591
Change-2,660,591 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,841,644
Change-1,841,644 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,062,105
Change-1,062,105 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,001,027
Change-1,001,027 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 584,924
Change-584,924 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 550,178
Change-550,178 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 525,026
Change-525,026 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 523,606
Change-523,606 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 508,428
Change-508,428 (-100%)
Value—
UBS Group AG
N/A
Shares— from 413,349
Change-413,349 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 390,504
Change-390,504 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 378,345
Change-378,345 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 248,470
Change-248,470 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 206,724
Change-206,724 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 201,861
Change-201,861 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 200,570
Change-200,570 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 198,399
Change-198,399 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 186,296
Change-186,296 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 180,734
Change-180,734 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 153,021
Change-153,021 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 141,199
Change-141,199 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 138,170
Change-138,170 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 135,194
Change-135,194 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 120,344
Change-120,344 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 118,304
Change-118,304 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 109,890
Change-109,890 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 107,271
Change-107,271 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 97,017
Change-97,017 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 88,899
Change-88,899 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 88,719
Change-88,719 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 86,880
Change-86,880 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 85,265
Change-85,265 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 84,490
Change-84,490 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 76,411
Change-76,411 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 74,959
Change-74,959 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 60,236
Change-60,236 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 50,607
Change-50,607 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 50,479
Change-50,479 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 49,405
Change-49,405 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 48,855
Change-48,855 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 46,777
Change-46,777 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 45,725
Change-45,725 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 45,049
Change-45,049 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 42,554
Change-42,554 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 41,673
Change-41,673 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 40,327
Change-40,327 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 37,540
Change-37,540 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 35,693
Change-35,693 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,400
Change-31,400 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 30,886
Change-30,886 (-100%)
Value—
10Elms LLP
N/A
Shares— from 28,194
Change-28,194 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 23,456
Change-23,456 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 22,945
Change-22,945 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 22,941
Change-22,941 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 22,280
Change-22,280 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 19,685
Change-19,685 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 16,921
Change-16,921 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,142
Change-16,142 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,032
Change-15,032 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,826
Change-13,826 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,473
Change-12,473 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,783
Change-11,783 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,203
Change-11,203 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 9,099
Change-9,099 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
CNB Bank
N/A
Shares— from 7,594
Change-7,594 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,248
Change-6,248 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 812
Change-812 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 800
Change-800 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 740
Change-740 (-100%)
Value—
Status
Heartwood Wealth Advisors LLC
INCREASED703,566697,944+5,622+1%$17.7M$17.8M+$16.3K2026-10-05
US Bancorp \de\
DECREASED703,024745,224-42,200-6%$18.9M$17.7M-$1.2M2026-11-05
Lido Advisors, LLC
INCREASED630,093547,234+82,859+15%$13.9M$15.9M+$2.0M2026-11-04
Kathmere Capital Management, LLC
DECREASED468,805498,643-29,838-6%$12.7M$11.8M-$842.9K2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED351,742309,899+41,843+14%$7.9M$8.9M+$1.0M2026-10-14
Praetorian Wealth Management, Inc.
DECREASED277,599285,165-7,566-3%$7.2M$7.0M-$242.3K2026-10-16
Howland Capital Management LLC
INCREASED269,545247,525+22,020+9%$6.3M$6.8M+$511.2K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED210,042204,049+5,993+3%$5.2M$5.3M+$114.5K2026-10-16
Commonwealth Equity Services, LLC
INCREASED186,594174,701+11,893+7%$4.4M$4.7M+$268.7K2026-11-02
Central Trust Co
DECREASED149,424157,338-7,914-5%$4.0M$3.8M-$228.1K2026-11-05
Assetmark, Inc
INCREASED130,603117,182+13,421+11%$3.0M$3.3M+$317.7K2026-10-21
Quantum Financial Advisors, LLC
DECREASED121,002123,842-2,840-2%$3.1M$3.1M-$94.0K2026-11-03
Atwater Malick LLC
INCREASED101,79399,822+1,971+2%$2.5M$2.6M+$31.8K2026-10-15
Sonata Capital Group Inc
DECREASED101,741106,489-4,748-4%$2.7M$2.6M-$139.0K2026-10-19
Titleist Asset Management, LLC
DECREASED99,456101,032-1,576-2%$2.6M$2.5M-$58.0K2026-10-08
Postrock Partners LLC
DECREASED96,62698,576-1,950-2%$2.5M$2.4M-$67.0K2026-11-02
Glenview Trust Co
INCREASED95,25095,174+76+0%$2.4M$2.4M-$15.2K2026-10-28
Parkway Wealth Management Group, LLC
DECREASED94,412101,149-6,737-7%$2.6M$2.4M-$188.3K2026-10-20
Blue Square Asset Management, LLC
INCREASED74,75574,339+416+1%$1.9M$1.9M-$2.9K2026-11-02
Brookstone Capital Management
INCREASED69,44765,737+3,710+6%$1.7M$1.8M+$81.8K2026-10-22
Regions Financial Corp
INCREASED64,02056,740+7,280+13%$1.4M$1.6M+$173.5K2026-11-05
True Private Wealth Advisors
UNCHANGED61,03761,03700%$1.6M$1.5M-$11.0K2026-10-19
RIA Advisory Group LLC
DECREASED60,78573,065-12,280-17%$1.9M$1.5M-$323.1K2026-10-15
Sentinel Pension Advisors, LLC
INCREASED60,26060,012+248+0%$1.5M$1.5M-$3.3K2026-11-02
Choreo, LLC
NEW58,938—+58,938——$1.5M—2026-10-28
Capital Investment Advisors, LLC
DECREASED55,54256,609-1,067-2%$1.4M$1.4M-$37.1K2026-10-22
GC Wealth Management RIA, LLC
INCREASED54,41646,775+7,641+16%$1.2M$1.4M+$184.4K2026-11-02
Phillips Financial Management, LLC
UNCHANGED53,65053,65000%$1.4M$1.4M-$9.7K2026-10-19
Aspen Wealth Management LLC
INCREASED53,35135,051+18,300+52%$891.0K$1.3M+$455.6K2026-10-14
O'Domhnaill Enterprises, Inc.
INCREASED51,51347,633+3,880+8%$1.2M$1.3M+$89.4K2026-10-29
Evergreen Private Wealth LLC
DECREASED51,51352,013-500-1%$1.3M$1.3M-$22.0K2026-10-30
Kestra Private Wealth Services, LLC
INCREASED50,19644,182+6,014+14%$1.1M$1.3M+$143.9K2026-10-30
Lantz Financial LLC
INCREASED46,95242,353+4,599+11%$1.1M$1.2M+$108.4K2026-10-15
Prism Advisors, Inc.
UNCHANGED44,71544,71500%$1.1M$1.1M-$9.4K2026-10-09
Parallel Advisors, LLC
INCREASED37,71331,674+6,039+19%$805.2K$951.9K+$146.7K2026-11-03
Jacobi Capital Management LLC
UNCHANGED37,03137,03100%$941.3K$934.7K-$6.7K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED36,37229,189+7,183+25%$742.0K$918-$741.1K2026-11-02
Droms Strauss Advisors Inc
INCREASED35,36122,376+12,985+58%$568.8K$892.5K+$323.7K2026-11-03
IFP Advisors, Inc
INCREASED35,18434,242+942+3%$870.4K$888.0K+$17.6K2026-10-16
Financial Advisory Corp
INCREASED33,62029,360+4,260+15%$746.3K$848.6K+$102.2K2026-10-14
Newman Dignan & Sheerar, Inc.
DECREASED33,25939,265-6,006-15%$998.1K$839.5K-$158.7K2026-10-21
Heffernan Advisory, Inc
UNCHANGED33,09233,09200%$841.2K$835.2K-$6.0K2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED32,43332,380+53+0%$823.1K$818.6K-$4.5K2026-10-15
Curbstone Financial Management Corp
INCREASED32,06030,060+2,000+7%$764.1K$809.2K+$45.1K2026-10-21
First National Trust Co
INCREASED30,31128,726+1,585+6%$730.2K$765.0K+$34.8K2026-10-28
WJ Wealth Management, LLC
UNCHANGED30,18230,18200%$767.2K$761.8K-$5.4K2026-11-03
Creative Planning
INCREASED30,08625,128+4,958+20%$638.8K$759.4K+$120.6K2026-11-02
Confluence Investment Management LLC
DECREASED27,52031,836-4,316-14%$809.3K$694.6K-$114.7K2026-10-01
Strid Group, LLC
UNCHANGED25,53025,53000%$649.0K$644.4K-$4.6K2026-10-28
Great Diamond Partners, LLC
NEW24,954—+24,954——$629.8K—2026-10-13
Rossby Financial, LCC
NEW23,857—+23,857——$602.2K—2026-11-05
CFS Investment Advisory Services, LLC
DECREASED23,14124,141-1,000-4%$612.6K$583.4K-$29.2K2026-10-19
New England Private Wealth Advisors LLC
NEW22,700—+22,700——$572.9K—2026-10-19
Cove Private Wealth, LLC
UNCHANGED22,00022,00000%$559.2K$555.3K-$4.0K2026-10-28
Woodmont Investment Counsel LLC
UNCHANGED21,82921,82900%$554.9K$551.0K-$3.9K2026-10-29
James Investment Research, Inc.
UNCHANGED20,67620,67600%$525.6K$521.9K-$3.7K2026-10-22
Foundry Financial Group, Inc.
DECREASED19,32120,502-1,181-6%$521.2K$487.7K-$33.5K2026-10-28
Wealth Enhancement Advisory Services, LLC
NEW19,120—+19,120——$482.0K—2026-10-13
PFG Private Wealth Management, LLC
INCREASED18,51317,827+686+4%$453.2K$467.3K+$14.1K2026-10-15
Rossmore Private Capital
INCREASED17,4779,071+8,406+93%$230.6K$441.1K+$210.5K2026-10-27
First Affirmative Financial Network
NEW16,963—+16,963——$428.1K—2026-10-21
JIM Saulnier & Associates, LLC
INCREASED16,50316,398+105+1%$416.8K$416.5K-$2962026-11-04
WealthBridge Capital Management, LLC
DECREASED16,47516,663-188-1%$423.6K$415.8K-$7.7K2026-10-16
Avail Investment Partners, LLC
DECREASED15,61225,602-9,990-39%$650.8K$394.0K-$256.8K2026-10-16
Investment Research Partners LLC
DECREASED15,61225,602-9,990-39%$650.8K$394.0K-$256.8K2026-10-19
SAX Wealth Advisors, LLC
UNCHANGED15,08915,08900%$383.9K$380.8K-$3.0K2026-10-13
Atria Investments, Inc
UNCHANGED15,04915,04900%$382.5K$379.8K-$2.7K2026-10-15
Cascade Investment Group, Inc.
NEW14,793—+14,793——$373.4K—2026-10-13
Fifth Third Bancorp
INCREASED14,67014,455+215+1%$367.4K$370.3K+$2.8K2026-11-05
MV Capital Management, Inc.
UNCHANGED14,45714,45700%$367.5K$364.9K-$2.6K2026-10-29
Princeton Global Asset Management LLC
INCREASED14,40714,394+13+0%$365.9K$363.6K-$2.3K2026-10-21
Balefire, LLC
UNCHANGED12,87912,87900%$327.4K$325.1K-$2.3K2026-10-09
Farnam Financial LLC
NEW12,755—+12,755——$322.2K—2026-10-21
Hengehold Capital Management LLC
INCREASED12,61312,571+42+0%$319.5K$318.4K-$1.2K2026-10-16
Compton Wealth Advisory Group, LLC
NEW11,850—+11,850——$298.5K—2026-10-13
Trust Co
UNCHANGED11,84111,84100%$301.0K$298.9K-$2.1K2026-10-09
Heritage Family Offices, LLP
UNCHANGED11,13611,13600%$283.1K$281.1K-$2.0K2026-11-02
Baring Financial LLC
NEW11,076—+11,076——$279.6K—2026-10-07
Hughes Financial Services, LLC
INCREASED11,0088,270+2,738+33%$210.2K$279.1K+$68.8K2026-10-30
Moneco Advisors, LLC
UNCHANGED10,94310,94300%$278.2K$276.2K-$2.0K2026-11-05
Capital Asset Advisory Services LLC
NEW10,463—+10,463——$264.7K—2026-10-30
Juno Financial Group LLC
INCREASED10,31610,250+66+1%$260.6K$260.4K-$1852026-10-27
Private Trust Co NA
DECREASED10,00811,983-1,975-16%$304.6K$252.6K-$52.0K2026-10-20
Aspen Private Advisors, LLC
NEW10,000—+10,000——$252.4K—2026-10-27
Resonant Capital Advisors, LLC
DECREASED9,93413,914-3,980-29%$353.7K$250.7K-$103.0K2026-10-15
Arrow Financial Corp
UNCHANGED9,5179,51700%$241.9K$240.2K-$1.7K2026-10-26
Cora Capital Advisors LLC
UNCHANGED9,5009,50000%$241.5K$239.8K-$1.7K2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED9,4819,48100%$241.0K$239.3K-$1.7K2026-10-08
Legacy Private Trust Co.
UNCHANGED9,3959,39500%$238.8K$237.1K-$1.7K2026-10-06
Archford Capital Strategies, LLC
UNCHANGED9,3919,39100%$238.7K$237.0K-$1.7K2026-10-19
Silverlake Wealth Management LLC
DECREASED9,21024,960-15,750-63%$634.5K$232.5K-$402.0K2026-10-21
Mesirow Financial Investment Management, Inc.
UNCHANGED9,1309,13000%$232.1K$230.4K-$1.6K2026-11-05
TPG Advisors LLC
UNCHANGED9,1169,11600%$231.7K$230.1K-$1.6K2026-10-16
Penobscot Investment Management Company, Inc.
DECREASED9,00010,000-1,000-10%$254.2K$227.2K-$27.0K2026-10-26
Cornell Pochily Investment Advisors, Inc.
DECREASED8,9359,070-135-1%$230.6K$225.5K-$5.0K2026-10-19
Members Wealth LLC
DECREASED8,69843,516-34,818-80%$1.1M$219.3K-$886.9K2026-10-20
Strategic Blueprint, LLC
UNCHANGED8,6338,63300%$219.5K$217.9K-$1.6K2026-10-22
Carnegie Investment Counsel
DECREASED8,62510,600-1,975-19%$269.5K$217.7K-$51.8K2026-10-20
Signaturefd, LLC
UNCHANGED8,1348,13400%$206.8K$205.3K-$1.5K2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED8,05711,931-3,874-32%$303.3K$203.4K-$99.9K2026-10-14
Farther Finance Advisors, LLC
UNCHANGED7,7017,70100%$195.8K$194.4K-$1.4K2026-10-08
Key FInancial Inc
UNCHANGED4,9754,97500%$126.5K$125.6K-$8952026-11-02
Coastline Trust Co
UNCHANGED4,7164,71600%$119.9K$119.0K-$8492026-10-01
Community Financial Services Group, LLC
INCREASED3,3522,167+1,185+55%$54.9K$84.4K+$29.5K2026-10-15
American Capital Advisory, LLC
UNCHANGED2,2312,23100%$56.7K$56.3K-$4022026-10-28
Bullock Wealth Management Group
INCREASED2,0282,016+12+1%$51.1K$51.1K-$72026-10-09
Harbor Investment Advisory, LLC
UNCHANGED1,1151,11500%$28.3K$28.1K-$2002026-10-13
Spire Wealth Management
UNCHANGED92792700%$23.6K$23.4K-$1672026-10-30
Asset Dedication, LLC
UNCHANGED83783700%$21.3K$21.1K-$1512026-11-03
NorthAvenue LLC
UNCHANGED37637600%$9.6K$9.5K-$672026-10-29
Ashton Thomas Securities, LLC
NEW173—+173——$4.4K—2026-10-26
Root Financial Partners, LLC
NEW131—+131——$3.3K—2026-10-21
Caldwell Trust Co
UNCHANGED444400%$1.1K$1.1K-$72026-10-30
Evolution Wealth Management Inc.
UNCHANGED383800%$966$959-$72026-10-28
Avantax Planning Partners, Inc.
CLOSED013,043-13,043-100%$331.6K$0-$331.6K2026-11-03
Commonwealth Financial Services, LLC
CLOSED011,408-11,408-100%$290.0K$0-$290.0K2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED011,136-11,136-100%$283.1K$0-$283.1K2026-10-27
Klingman & Associates, LLC
CLOSED010,960-10,960-100%$278.6K$0-$278.6K2026-10-20
FF Advisors,LLC
CLOSED08,249-8,249-100%$209.7K$0-$209.7K2026-10-21
International Assets Investment Management, LLC
CLOSED01,988-1,988-100%$50.4K$0-$50.4K2026-11-02
Bank of America Corp
N/A—2,660,591-2,660,591-100%$67.6M———
Mercer Global Advisors Inc
N/A—1,841,644-1,841,644-100%$46.8M———
Wells Fargo & Company
N/A—1,062,105-1,062,105-100%$27.0M———
Clearstead Advisors, LLC
N/A—1,001,027-1,001,027-100%$25.4M———
Lbmc Investment Advisors, LLC
N/A—584,924-584,924-100%$14.9M———
HighTower Advisors, LLC
N/A—550,178-550,178-100%$14.0M———
LPL Financial LLC
N/A—525,026-525,026-100%$13.3M———
NewEdge Advisors, LLC
N/A—523,606-523,606-100%$13.3M———
Hills Bank & Trust Co
N/A—508,428-508,428-100%$12.9M———
UBS Group AG
N/A—413,349-413,349-100%$10.5M———
Morgan Stanley
N/A—390,504-390,504-100%$9.9M———
Covington Investment Advisors Inc.
N/A—378,345-378,345-100%$9.6M———
Paradiem, LLC
N/A—248,470-248,470-100%$6.3M———
Northwestern Mutual Wealth Management Co
N/A—206,724-206,724-100%$5.3M———
Integrated Wealth Concepts LLC
N/A—201,861-201,861-100%$5.1M———
Envestnet Asset Management Inc
N/A—200,570-200,570-100%$5.1M———
Sound View Wealth Advisors Group, LLC
N/A—198,399-198,399-100%$5.0M———
United Capital Financial Advisors, LLC
N/A—186,296-186,296-100%$4.7M———
Leavell Investment Management, Inc.
N/A—180,734-180,734-100%$4.6M———
Raymond James Financial Inc
N/A—153,021-153,021-100%$3.9M———
Odyssey Group, LLC
N/A—141,199-141,199-100%$3.6M———
Beacon Pointe Advisors, LLC
N/A—138,170-138,170-100%$3.5M———
Stifel Financial Corp
N/A—135,194-135,194-100%$3.4M———
Sanctuary Advisors, LLC
N/A—120,344-120,344-100%$3.1M———
Royal Bank of Canada
N/A—118,304-118,304-100%$3.0M———
Coldstream Capital Management Inc
N/A—109,890-109,890-100%$2.8M———
NorthCoast Asset Management LLC
N/A—107,271-107,271-100%$2.7M———
Summit Financial, LLC
N/A—97,017-97,017-100%$2.5M———
Ameriprise Financial Inc
N/A—88,899-88,899-100%$2.3M———
Valmark Advisers, Inc.
N/A—88,719-88,719-100%$2.3M———
Osaic Holdings, Inc.
N/A—86,880-86,880-100%$2.2M———
Cetera Investment Advisers
N/A—85,265-85,265-100%$2.2M———
Spinnaker Trust
N/A—84,490-84,490-100%$2.1M———
Granite Harbor Advisors, Inc.
N/A—76,411-76,411-100%$1.9M———
Kastel Capital Advisors, LLC
N/A—74,959-74,959-100%$1.9M———
Focus Partners Wealth
N/A—60,236-60,236-100%$1.5M———
Atlantic Union Bankshares Corp
N/A—50,607-50,607-100%$1.3M———
Captrust Financial Advisors
N/A—50,479-50,479-100%$1.3M———
PSI Advisors, LLC
N/A—49,405-49,405-100%$1.3M———
Mariner, LLC
N/A—48,855-48,855-100%$1.2M———
Summitpoint Capital Management
N/A—46,777-46,777-100%$1.2M———
Financial Engines Advisors L.L.C.
N/A—45,725-45,725-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—45,049-45,049-100%$1.1M———
Godshalk Welsh Capital Management, Inc.
N/A—45,000-45,000-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—42,554-42,554-100%$1.1M———
Benjamin Edwards Inc
N/A—41,673-41,673-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—40,327-40,327-100%$1.0M———
Baird Financial Group, Inc.
N/A—37,540-37,540-100%$954.3K———
Crews Bank & Trust
N/A—35,693-35,693-100%$907.3K———
Snowden Capital Advisors LLC
N/A—31,400-31,400-100%$798.2K———
Beto Financial Group, LLC
N/A—30,886-30,886-100%$784.5K———
10Elms LLP
N/A—28,194-28,194-100%$716.7K———
Smith, Moore & Co.
N/A—23,456-23,456-100%$596.2K———
Gould Asset Management LLC
N/A—22,945-22,945-100%$583.3K———
Modern Wealth Management, LLC
N/A—22,941-22,941-100%$583.2K———
Envision Financial Planning, LLC
N/A—22,280-22,280-100%$566.4K———
Sovereign Financial Group, Inc.
N/A—19,685-19,685-100%$500.4K———
OneAscent Financial Services LLC
N/A—16,921-16,921-100%$430.1K———
Arax Advisory Partners
N/A—16,142-16,142-100%$410.3K———
Jones Financial Companies Lllp
N/A—15,032-15,032-100%$382.1K———
Janney Montgomery Scott LLC
N/A—13,826-13,826-100%$351.0K———
Eldridge Investment Advisors, Inc.
N/A—12,900-12,900-100%$327.9K———
Citadel Advisors LLC
N/A—12,473-12,473-100%$317.1K———
Susquehanna International Group, LLP
N/A—11,783-11,783-100%$299.5K———
Ausdal Financial Partners, Inc.
N/A—11,203-11,203-100%$284.8K———
Peloton Wealth Strategists
N/A—10,000-10,000-100%$254.0K———
Advisory Services Network, LLC
N/A—10,000-10,000-100%$254.2K———
Composition Wealth, LLC
N/A—9,322-9,322-100%$237.0K———
Accretive Wealth Partners, LLC
N/A—9,099-9,099-100%$231.3K———
ArborFi Advisors, LLC
N/A—8,320-8,320-100%$211.5K———
PNC Financial Services Group, Inc.
N/A—8,304-8,304-100%$211.1K———
CNB Bank
N/A—7,594-7,594-100%$193.0K———
Rockefeller Capital Management L.P.
N/A—7,550-7,550-100%$191.9K———
Ameritas Investment Partners, Inc.
N/A—6,248-6,248-100%$158.8K———
FMR LLC
N/A—4,823-4,823-100%$122.6K———
Addison Advisors LLC
N/A—3,480-3,480-100%$88.5K———
Glen Eagle Advisors, LLC
N/A—2,725-2,725-100%$69.3K———
BFC Planning, Inc.
N/A—2,000-2,000-100%$50.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,000-2,000-100%$50.8K———
HM Payson & Co
N/A—1,963-1,963-100%$49.9K———
Global Retirement Partners, LLC
N/A—1,159-1,159-100%$29.5K———
Rialto Wealth Management, LLC
N/A—962-962-100%$24.5K———
Allworth Financial LP
N/A—812-812-100%$20.6K———
MidFirst Bank
N/A—800-800-100%$20.3K———
BlackRock, Inc.
N/A—740-740-100%$18.8K———
Showing 205 of 205 institutions