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Ishares Ibonds DEC 2028 Muni (IBMQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Clearstead Advisors, LLC
INCREASED
Shares1,070,186 from 1,011,284
Change+58,902 (+6%)
Value$26.9M (+$1.0M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares722,492 from 729,690
Change-7,198 (-1%)
Value$18.2M (-$502.0K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares635,301 from 550,670
Change+84,631 (+15%)
Value$16.0M (+$1.9M)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
INCREASED
Shares623,294 from 617,758
Change+5,536 (+1%)
Value$15.7M (-$132.6K)
Filed 2026-10-05
Hengehold Capital Management LLC
DECREASED
Shares453,090 from 461,878
Change-8,788 (-2%)
Value$11.4M (-$424.2K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares452,744 from 445,124
Change+7,620 (+2%)
Value$11.4M (-$4.3K)
Filed 2026-11-06
Howland Capital Management LLC
INCREASED
Shares401,073 from 375,297
Change+25,776 (+7%)
Value$10.1M (+$482.9K)
Filed 2026-10-22
Kathmere Capital Management, LLC
DECREASED
Shares361,046 from 403,121
Change-42,075 (-10%)
Value$9.1M (-$1.2M)
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares331,471 from 298,060
Change+33,411 (+11%)
Value$8.3M (+$708.8K)
Filed 2026-10-14
Praetorian Wealth Management, Inc.
INCREASED
Shares303,408 from 302,556
Change+852 (+0%)
Value$7.6M (-$111.7K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares188,114 from 179,513
Change+8,601 (+5%)
Value$4.7M (+$137.3K)
Filed 2026-10-16
Central Trust Co
DECREASED
Shares144,506 from 154,066
Change-9,560 (-6%)
Value$3.6M (-$308.1K)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares133,756 from 87,768
Change+45,988 (+52%)
Value$3.4M (+$1.1M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares124,761 from 118,317
Change+6,444 (+5%)
Value$3.1M (+$109.9K)
Filed 2026-10-21
Quantum Financial Advisors, LLC
DECREASED
Shares121,924 from 123,149
Change-1,225 (-1%)
Value$3.1M (-$85.0K)
Filed 2026-11-03
Cypress Point Wealth Management, LLC
UNCHANGED
Shares119,536 from 119,536
Change0 (0%)
Value$3.0M (-$52.6K)
Filed 2026-11-03
Sonata Capital Group Inc
INCREASED
Shares104,737 from 104,442
Change+295 (+0%)
Value$2.6M (-$38.5K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares103,981 from 87,590
Change+16,391 (+19%)
Value$2.6M (+$373.5K)
Filed 2026-11-02
Atwater Malick LLC
INCREASED
Shares103,577 from 101,618
Change+1,959 (+2%)
Value$2.6M (+$4.5K)
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares99,639 from 99,285
Change+354 (+0%)
Value$2.5M (-$34.8K)
Filed 2026-10-08
Choreo, LLC
NEW
Shares96,476
Change+96,476
Value$2.4M
Filed 2026-10-28
Parkway Wealth Management Group, LLC
DECREASED
Shares93,781 from 100,372
Change-6,591 (-7%)
Value$2.4M (-$209.9K)
Filed 2026-10-20
Blue Square Asset Management, LLC
INCREASED
Shares74,896 from 74,490
Change+406 (+1%)
Value$1.9M (-$22.6K)
Filed 2026-11-02
Regions Financial Corp
INCREASED
Shares73,109 from 32,371
Change+40,738 (+126%)
Value$1.8M (+$1.0M)
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares71,470 from 72,148
Change-678 (-1%)
Value$1.8M (-$48.8K)
Filed 2026-10-21
Curbstone Financial Management Corp
INCREASED
Shares66,200 from 34,800
Change+31,400 (+90%)
Value$1.7M (+$774.1K)
Filed 2026-10-21
Rossmore Private Capital
INCREASED
Shares65,096 from 45,940
Change+19,156 (+42%)
Value$1.6M (+$461.4K)
Filed 2026-10-27
Brookstone Capital Management
INCREASED
Shares61,463 from 57,736
Change+3,727 (+6%)
Value$1.5M (+$68.3K)
Filed 2026-10-22
RIA Advisory Group LLC
DECREASED
Shares56,472 from 70,243
Change-13,771 (-20%)
Value$1.4M (-$377.1K)
Filed 2026-10-15
True Private Wealth Advisors
UNCHANGED
Shares56,019 from 56,019
Change0 (0%)
Value$1.4M (-$24.6K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
INCREASED
Shares54,107 from 46,522
Change+7,585 (+16%)
Value$1.4M (+$170.2K)
Filed 2026-11-02
Lantz Financial LLC
INCREASED
Shares53,620 from 49,307
Change+4,313 (+9%)
Value$1.3M (+$86.7K)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
INCREASED
Shares52,816 from 52,596
Change+220 (+0%)
Value$1.3M (-$15.2K)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares51,945 from 52,576
Change-631 (-1%)
Value$1.3M (-$39.0K)
Filed 2026-10-22
Evergreen Private Wealth LLC
DECREASED
Shares51,419 from 51,630
Change-211 (0%)
Value$1.3M (-$28.0K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
DECREASED
Shares51,133 from 55,832
Change-4,699 (-8%)
Value$1.3M (-$142.7K)
Filed 2026-10-29
Aspen Wealth Management LLC
INCREASED
Shares49,696 from 31,435
Change+18,261 (+58%)
Value$1.2M (+$445.2K)
Filed 2026-10-14
Phillips Financial Management, LLC
UNCHANGED
Shares49,154 from 49,154
Change0 (0%)
Value$1.2M (-$21.6K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares46,359 from 40,422
Change+5,937 (+15%)
Value$1.2M (+$131.5K)
Filed 2026-11-06
Glenview Trust Co
INCREASED
Shares42,429 from 40,929
Change+1,500 (+4%)
Value$1.1M (+$19.7K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares41,118 from 31,772
Change+9,346 (+29%)
Value$1.0M (+$221.0K)
Filed 2026-10-16
Legacy Private Trust Co.
UNCHANGED
Shares39,523 from 39,523
Change0 (0%)
Value$993.6K (-$17.4K)
Filed 2026-10-06
Jacobi Capital Management LLC
UNCHANGED
Shares36,927 from 36,927
Change0 (0%)
Value$928.3K (-$16.2K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares35,930 from 29,923
Change+6,007 (+20%)
Value$903.3K (+$137.9K)
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares35,597 from 20,100
Change+15,497 (+77%)
Value$894.9K (+$380.8K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares35,089 from 28,799
Change+6,290 (+22%)
Value$882 (-$736.1K)
Filed 2026-11-02
First National Trust Co
INCREASED
Shares34,122 from 32,552
Change+1,570 (+5%)
Value$857.8K (+$25.1K)
Filed 2026-10-28
Financial Advisory Corp
INCREASED
Shares33,648 from 29,511
Change+4,137 (+14%)
Value$845.9K (+$91.0K)
Filed 2026-10-14
Heffernan Advisory, Inc
UNCHANGED
Shares33,148 from 33,148
Change0 (0%)
Value$833.3K (-$14.6K)
Filed 2026-10-13
Droms Strauss Advisors Inc
INCREASED
Shares32,705 from 22,268
Change+10,437 (+47%)
Value$822.2K (+$252.6K)
Filed 2026-11-03
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares32,016 from 31,969
Change+47 (+0%)
Value$804.9K (-$12.9K)
Filed 2026-10-15
Members Wealth LLC
DECREASED
Shares31,742 from 33,385
Change-1,643 (-5%)
Value$796.7K (-$57.2K)
Filed 2026-10-20
Confluence Investment Management LLC
DECREASED
Shares31,705 from 64,602
Change-32,897 (-51%)
Value$797.1K (-$855.5K)
Filed 2026-10-01
Creative Planning
INCREASED
Shares29,194 from 24,229
Change+4,965 (+20%)
Value$733.9K (+$114.2K)
Filed 2026-11-02
10Elms LLP
INCREASED
Shares28,310 from 28,060
Change+250 (+1%)
Value$711.7K (-$6.1K)
Filed 2026-11-06
Cove Private Wealth, LLC
INCREASED
Shares26,000 from 22,000
Change+4,000 (+18%)
Value$653.6K (+$90.9K)
Filed 2026-10-28
Gould Asset Management LLC
INCREASED
Shares25,040 from 22,565
Change+2,475 (+11%)
Value$629.5K (+$52.3K)
Filed 2026-11-06
PFG Private Wealth Management, LLC
INCREASED
Shares25,027 from 17,165
Change+7,862 (+46%)
Value$629.2K (+$190.1K)
Filed 2026-10-15
Great Diamond Partners, LLC
NEW
Shares23,749
Change+23,749
Value$597.1K
Filed 2026-10-13
Rossby Financial, LCC
NEW
Shares23,454
Change+23,454
Value$589.6K
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares21,662 from 22,962
Change-1,300 (-6%)
Value$544.8K (-$41.4K)
Filed 2026-10-19
Strid Group, LLC
UNCHANGED
Shares21,500 from 21,500
Change0 (0%)
Value$540.5K (-$9.5K)
Filed 2026-10-28
FF Advisors,LLC
DECREASED
Shares20,647 from 23,867
Change-3,220 (-13%)
Value$519.1K (-$91.5K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares19,168 from 19,153
Change+15 (+0%)
Value$481.9K (-$8.0K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares18,371 from 17,997
Change+374 (+2%)
Value$461.8K (+$1.5K)
Filed 2026-10-21
Newman Dignan & Sheerar, Inc.
DECREASED
Shares18,118 from 22,563
Change-4,445 (-20%)
Value$455.5K (-$121.7K)
Filed 2026-10-21
JIM Saulnier & Associates, LLC
INCREASED
Shares17,430 from 17,321
Change+109 (+1%)
Value$438.2K (-$4.9K)
Filed 2026-11-04
Postrock Partners LLC
DECREASED
Shares17,231 from 19,181
Change-1,950 (-10%)
Value$433.2K (-$57.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares16,992
Change+16,992
Value$426.8K
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares15,824 from 14,707
Change+1,117 (+8%)
Value$397.8K (+$22.4K)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares15,750 from 15,750
Change0 (0%)
Value$396.0K (-$6.9K)
Filed 2026-10-26
WealthBridge Capital Management, LLC
DECREASED
Shares14,552 from 14,609
Change-57 (0%)
Value$365.8K (-$7.9K)
Filed 2026-10-16
MV Capital Management, Inc.
UNCHANGED
Shares14,375 from 14,375
Change0 (0%)
Value$361.4K (-$6.3K)
Filed 2026-10-29
James Investment Research, Inc.
INCREASED
Shares14,306 from 13,800
Change+506 (+4%)
Value$359.7K (+$6.6K)
Filed 2026-10-22
First Affirmative Financial Network
NEW
Shares13,670
Change+13,670
Value$343.7K
Filed 2026-10-21
Fifth Third Bancorp
UNCHANGED
Shares13,533 from 13,533
Change0 (0%)
Value$340.2K (-$6.0K)
Filed 2026-11-05
Avail Investment Partners, LLC
DECREASED
Shares13,293 from 14,156
Change-863 (-6%)
Value$334.2K (-$27.9K)
Filed 2026-10-16
Investment Research Partners LLC
DECREASED
Shares13,293 from 14,156
Change-863 (-6%)
Value$334.2K (-$27.9K)
Filed 2026-10-19
TPG Advisors LLC
DECREASED
Shares13,063 from 21,049
Change-7,986 (-38%)
Value$328.4K (-$210.0K)
Filed 2026-10-16
Balefire, LLC
UNCHANGED
Shares12,843 from 12,843
Change0 (0%)
Value$322.9K (-$5.7K)
Filed 2026-10-09
Meridian Wealth Management, LLC
INCREASED
Shares12,472 from 8,687
Change+3,785 (+44%)
Value$313.5K (+$91.3K)
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares12,099 from 27,739
Change-15,640 (-56%)
Value$304.2K (-$405.4K)
Filed 2026-10-21
Compton Wealth Advisory Group, LLC
NEW
Shares11,808
Change+11,808
Value$297.0K
Filed 2026-10-13
Trust Co
UNCHANGED
Shares11,788 from 11,788
Change0 (0%)
Value$296.4K (-$5.2K)
Filed 2026-10-09
Heritage Family Offices, LLP
UNCHANGED
Shares11,073 from 11,073
Change0 (0%)
Value$278.4K (-$4.9K)
Filed 2026-11-02
Moneco Advisors, LLC
UNCHANGED
Shares10,933 from 10,933
Change0 (0%)
Value$274.9K (-$4.8K)
Filed 2026-11-05
Bradley & Co. Private Wealth Management, LLC
NEW
Shares10,682
Change+10,682
Value$268.5K
Filed 2026-10-23
Capital Asset Advisory Services LLC
NEW
Shares10,533
Change+10,533
Value$267.3K
Filed 2026-10-30
Leo Wealth, LLC
NEW
Shares10,112
Change+10,112
Value$254.2K
Filed 2026-10-26
Schmidt P J Investment Management Inc
UNCHANGED
Shares10,112 from 10,112
Change0 (0%)
Value$254.2K (-$4.4K)
Filed 2026-11-02
Aspen Private Advisors, LLC
NEW
Shares10,000
Change+10,000
Value$251.4K
Filed 2026-10-27
Archford Capital Strategies, LLC
UNCHANGED
Shares9,740 from 9,740
Change0 (0%)
Value$244.9K (-$4.3K)
Filed 2026-10-19
Gryphon Financial Partners LLC
DECREASED
Shares9,545 from 34,485
Change-24,940 (-72%)
Value$240.0K (-$642.2K)
Filed 2026-11-04
Segment Wealth Management, LLC
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$238.8K (-$4.2K)
Filed 2026-10-26
Hughes Financial Services, LLC
INCREASED
Shares9,492 from 6,761
Change+2,731 (+40%)
Value$241.1K (+$68.2K)
Filed 2026-10-30
Arrow Financial Corp
UNCHANGED
Shares9,448 from 9,448
Change0 (0%)
Value$237.5K (-$4.2K)
Filed 2026-10-26
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares9,055 from 9,055
Change0 (0%)
Value$227.6K (-$4.0K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares9,049 from 2,738
Change+6,311 (+231%)
Value$227.5K (+$157.5K)
Filed 2026-10-08
Farnam Financial LLC
NEW
Shares8,865
Change+8,865
Value$224.0K
Filed 2026-10-21
Private Trust Co NA
UNCHANGED
Shares8,809 from 8,809
Change0 (0%)
Value$221.5K (-$3.9K)
Filed 2026-10-20
Princeton Global Asset Management LLC
INCREASED
Shares8,638 from 8,633
Change+5 (+0%)
Value$217.2K (-$3.7K)
Filed 2026-10-21
Nestegg Advisors, Inc.
INCREASED
Shares8,285 from 8,264
Change+21 (+0%)
Value$208.3K (-$3.1K)
Filed 2026-10-21
WJ Wealth Management, LLC
DECREASED
Shares8,085 from 28,885
Change-20,800 (-72%)
Value$203.3K (-$535.6K)
Filed 2026-11-03
Beaumont Asset Management, L.L.C.
INCREASED
Shares8,070 from 8,030
Change+40 (+1%)
Value$202.9K (-$2.5K)
Filed 2026-10-16
Diversify Wealth Management, LLC
NEW
Shares8,000
Change+8,000
Value$202.1K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares8,000
Change+8,000
Value$202.1K
Filed 2026-10-20
Physician Wealth Advisors, Inc.
NEW
Shares6,500
Change+6,500
Value$163.4K
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$130.7K (-$2.3K)
Filed 2026-11-02
Addison Advisors LLC
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$84.5K (-$1.5K)
Filed 2026-11-06
Community Financial Services Group, LLC
UNCHANGED
Shares2,939 from 2,939
Change0 (0%)
Value$73.9K (-$1.1K)
Filed 2026-10-15
American Capital Advisory, LLC
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$55.7K (-$975)
Filed 2026-10-28
Bullock Wealth Management Group
INCREASED
Shares2,020 from 2,007
Change+13 (+1%)
Value$50.8K (-$425)
Filed 2026-10-09
Bank of New Hampshire
DECREASED
Shares1,950 from 3,770
Change-1,820 (-48%)
Value$49.0K (-$47.4K)
Filed 2026-10-06
Barrett & Company, Inc.
UNCHANGED
Shares1,794 from 1,794
Change0 (0%)
Value$45.1K (-$790)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares1,624
Change+1,624
Value$40.8K
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares1,603 from 1,570
Change+33 (+2%)
Value$40.3K (+$139)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$20.8K ($0)
Filed 2026-11-06
Asset Dedication, LLC
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$20.2K (-$353)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$9.7K (-$170)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$3.4K (-$59)
Filed 2026-10-05
Root Financial Partners, LLC
NEW
Shares131
Change+131
Value$3.3K
Filed 2026-10-21
Caldwell Trust Co
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.0K (-$17)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$955 (-$17)
Filed 2026-10-28
Paradigm, Strategies in Wealth Management, LLC
CLOSED
Shares0 from 24,511
Change-24,511 (-100%)
Value$0 (-$627.0K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 12,459
Change-12,459 (-100%)
Value$0 (-$318.7K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 11,345
Change-11,345 (-100%)
Value$0 (-$290.2K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 11,073
Change-11,073 (-100%)
Value$0 (-$283.2K)
Filed 2026-10-27
Klingman & Associates, LLC
CLOSED
Shares0 from 9,620
Change-9,620 (-100%)
Value$0 (-$246.1K)
Filed 2026-10-20
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 9,424
Change-9,424 (-100%)
Value$0 (-$241.1K)
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 2,545,675
Change-2,545,675 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,063,596
Change-2,063,596 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 760,012
Change-760,012 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 577,987
Change-577,987 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 543,687
Change-543,687 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 532,337
Change-532,337 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 464,604
Change-464,604 (-100%)
Value—
UBS Group AG
N/A
Shares— from 436,913
Change-436,913 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 402,305
Change-402,305 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 395,462
Change-395,462 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 301,334
Change-301,334 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 284,461
Change-284,461 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 272,284
Change-272,284 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 266,886
Change-266,886 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 187,694
Change-187,694 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 184,153
Change-184,153 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 175,777
Change-175,777 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 164,866
Change-164,866 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 145,032
Change-145,032 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 142,123
Change-142,123 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 132,560
Change-132,560 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 127,204
Change-127,204 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 126,845
Change-126,845 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 123,766
Change-123,766 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 87,419
Change-87,419 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 86,695
Change-86,695 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 82,605
Change-82,605 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 80,729
Change-80,729 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 78,570
Change-78,570 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 72,126
Change-72,126 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 71,357
Change-71,357 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 68,363
Change-68,363 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 63,025
Change-63,025 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 54,340
Change-54,340 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 50,029
Change-50,029 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 49,500
Change-49,500 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 48,131
Change-48,131 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 46,358
Change-46,358 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 45,927
Change-45,927 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 43,133
Change-43,133 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 42,792
Change-42,792 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 42,300
Change-42,300 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 40,217
Change-40,217 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 37,858
Change-37,858 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 37,621
Change-37,621 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 36,736
Change-36,736 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 35,234
Change-35,234 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 33,664
Change-33,664 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,400
Change-31,400 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,228
Change-30,228 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 29,796
Change-29,796 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 27,300
Change-27,300 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 26,027
Change-26,027 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 23,394
Change-23,394 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 23,077
Change-23,077 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 22,586
Change-22,586 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 21,962
Change-21,962 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 21,916
Change-21,916 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 19,561
Change-19,561 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,903
Change-18,903 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 18,323
Change-18,323 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16,914
Change-16,914 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 13,803
Change-13,803 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,918
Change-11,918 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,086
Change-9,086 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,886
Change-8,886 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 8,282
Change-8,282 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,819
Change-7,819 (-100%)
Value—
CNB Bank
N/A
Shares— from 7,637
Change-7,637 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Status
Clearstead Advisors, LLC
INCREASED1,070,1861,011,284+58,902+6%$25.9M$26.9M+$1.0M2026-11-06
US Bancorp \de\
DECREASED722,492729,690-7,198-1%$18.7M$18.2M-$502.0K2026-11-05
Lido Advisors, LLC
INCREASED635,301550,670+84,631+15%$14.1M$16.0M+$1.9M2026-11-04
Heartwood Wealth Advisors LLC
INCREASED623,294617,758+5,536+1%$15.8M$15.7M-$132.6K2026-10-05
Hengehold Capital Management LLC
DECREASED453,090461,878-8,788-2%$11.8M$11.4M-$424.2K2026-10-16
LPL Financial LLC
INCREASED452,744445,124+7,620+2%$11.4M$11.4M-$4.3K2026-11-06
Howland Capital Management LLC
INCREASED401,073375,297+25,776+7%$9.6M$10.1M+$482.9K2026-10-22
Kathmere Capital Management, LLC
DECREASED361,046403,121-42,075-10%$10.3M$9.1M-$1.2M2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED331,471298,060+33,411+11%$7.6M$8.3M+$708.8K2026-10-14
Praetorian Wealth Management, Inc.
INCREASED303,408302,556+852+0%$7.7M$7.6M-$111.7K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED188,114179,513+8,601+5%$4.6M$4.7M+$137.3K2026-10-16
Central Trust Co
DECREASED144,506154,066-9,560-6%$3.9M$3.6M-$308.1K2026-11-05
Valmark Advisers, Inc.
INCREASED133,75687,768+45,988+52%$2.2M$3.4M+$1.1M2026-11-06
Assetmark, Inc
INCREASED124,761118,317+6,444+5%$3.0M$3.1M+$109.9K2026-10-21
Quantum Financial Advisors, LLC
DECREASED121,924123,149-1,225-1%$3.2M$3.1M-$85.0K2026-11-03
Cypress Point Wealth Management, LLC
UNCHANGED119,536119,53600%$3.1M$3.0M-$52.6K2026-11-03
Sonata Capital Group Inc
INCREASED104,737104,442+295+0%$2.7M$2.6M-$38.5K2026-10-19
Commonwealth Equity Services, LLC
INCREASED103,98187,590+16,391+19%$2.2M$2.6M+$373.5K2026-11-02
Atwater Malick LLC
INCREASED103,577101,618+1,959+2%$2.6M$2.6M+$4.5K2026-10-15
Titleist Asset Management, LLC
INCREASED99,63999,285+354+0%$2.5M$2.5M-$34.8K2026-10-08
Choreo, LLC
NEW96,476—+96,476——$2.4M—2026-10-28
Parkway Wealth Management Group, LLC
DECREASED93,781100,372-6,591-7%$2.6M$2.4M-$209.9K2026-10-20
Blue Square Asset Management, LLC
INCREASED74,89674,490+406+1%$1.9M$1.9M-$22.6K2026-11-02
Regions Financial Corp
INCREASED73,10932,371+40,738+126%$828.1K$1.8M+$1.0M2026-11-05
Ellis Investment Partners, LLC
DECREASED71,47072,148-678-1%$1.8M$1.8M-$48.8K2026-10-21
Curbstone Financial Management Corp
INCREASED66,20034,800+31,400+90%$890.2K$1.7M+$774.1K2026-10-21
Rossmore Private Capital
INCREASED65,09645,940+19,156+42%$1.2M$1.6M+$461.4K2026-10-27
Brookstone Capital Management
INCREASED61,46357,736+3,727+6%$1.5M$1.5M+$68.3K2026-10-22
RIA Advisory Group LLC
DECREASED56,47270,243-13,771-20%$1.8M$1.4M-$377.1K2026-10-15
True Private Wealth Advisors
UNCHANGED56,01956,01900%$1.4M$1.4M-$24.6K2026-10-19
GC Wealth Management RIA, LLC
INCREASED54,10746,522+7,585+16%$1.2M$1.4M+$170.2K2026-11-02
Lantz Financial LLC
INCREASED53,62049,307+4,313+9%$1.3M$1.3M+$86.7K2026-10-15
Sentinel Pension Advisors, LLC
INCREASED52,81652,596+220+0%$1.3M$1.3M-$15.2K2026-11-02
Capital Investment Advisors, LLC
DECREASED51,94552,576-631-1%$1.3M$1.3M-$39.0K2026-10-22
Evergreen Private Wealth LLC
DECREASED51,41951,630-2110%$1.3M$1.3M-$28.0K2026-10-30
Woodmont Investment Counsel LLC
DECREASED51,13355,832-4,699-8%$1.4M$1.3M-$142.7K2026-10-29
Aspen Wealth Management LLC
INCREASED49,69631,435+18,261+58%$804.1K$1.2M+$445.2K2026-10-14
Phillips Financial Management, LLC
UNCHANGED49,15449,15400%$1.3M$1.2M-$21.6K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED46,35940,422+5,937+15%$1.0M$1.2M+$131.5K2026-11-06
Glenview Trust Co
INCREASED42,42940,929+1,500+4%$1.0M$1.1M+$19.7K2026-10-28
IFP Advisors, Inc
INCREASED41,11831,772+9,346+29%$812.7K$1.0M+$221.0K2026-10-16
Legacy Private Trust Co.
UNCHANGED39,52339,52300%$1.0M$993.6K-$17.4K2026-10-06
Jacobi Capital Management LLC
UNCHANGED36,92736,92700%$944.6K$928.3K-$16.2K2026-11-05
Parallel Advisors, LLC
INCREASED35,93029,923+6,007+20%$765.4K$903.3K+$137.9K2026-11-03
Carnegie Investment Counsel
INCREASED35,59720,100+15,497+77%$514.2K$894.9K+$380.8K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED35,08928,799+6,290+22%$737.0K$882-$736.1K2026-11-02
First National Trust Co
INCREASED34,12232,552+1,570+5%$832.7K$857.8K+$25.1K2026-10-28
Financial Advisory Corp
INCREASED33,64829,511+4,137+14%$754.9K$845.9K+$91.0K2026-10-14
Heffernan Advisory, Inc
UNCHANGED33,14833,14800%$847.9K$833.3K-$14.6K2026-10-13
Droms Strauss Advisors Inc
INCREASED32,70522,268+10,437+47%$569.6K$822.2K+$252.6K2026-11-03
Roof Eidam Maycock Peralta, LLC
INCREASED32,01631,969+47+0%$817.8K$804.9K-$12.9K2026-10-15
Members Wealth LLC
DECREASED31,74233,385-1,643-5%$854.0K$796.7K-$57.2K2026-10-20
Confluence Investment Management LLC
DECREASED31,70564,602-32,897-51%$1.7M$797.1K-$855.5K2026-10-01
Creative Planning
INCREASED29,19424,229+4,965+20%$619.8K$733.9K+$114.2K2026-11-02
10Elms LLP
INCREASED28,31028,060+250+1%$717.8K$711.7K-$6.1K2026-11-06
Cove Private Wealth, LLC
INCREASED26,00022,000+4,000+18%$562.8K$653.6K+$90.9K2026-10-28
Gould Asset Management LLC
INCREASED25,04022,565+2,475+11%$577.2K$629.5K+$52.3K2026-11-06
PFG Private Wealth Management, LLC
INCREASED25,02717,165+7,862+46%$439.1K$629.2K+$190.1K2026-10-15
Great Diamond Partners, LLC
NEW23,749—+23,749——$597.1K—2026-10-13
Rossby Financial, LCC
NEW23,454—+23,454——$589.6K—2026-11-05
CFS Investment Advisory Services, LLC
DECREASED21,66222,962-1,300-6%$586.2K$544.8K-$41.4K2026-10-19
Strid Group, LLC
UNCHANGED21,50021,50000%$550.0K$540.5K-$9.5K2026-10-28
FF Advisors,LLC
DECREASED20,64723,867-3,220-13%$610.5K$519.1K-$91.5K2026-10-21
Kestra Advisory Services, LLC
INCREASED19,16819,153+15+0%$489.9K$481.9K-$8.0K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED18,37117,997+374+2%$460.4K$461.8K+$1.5K2026-10-21
Newman Dignan & Sheerar, Inc.
DECREASED18,11822,563-4,445-20%$577.2K$455.5K-$121.7K2026-10-21
JIM Saulnier & Associates, LLC
INCREASED17,43017,321+109+1%$443.1K$438.2K-$4.9K2026-11-04
Postrock Partners LLC
DECREASED17,23119,181-1,950-10%$490.7K$433.2K-$57.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW16,992—+16,992——$426.8K—2026-10-13
SAX Wealth Advisors, LLC
INCREASED15,82414,707+1,117+8%$375.5K$397.8K+$22.4K2026-10-13
Penobscot Investment Management Company, Inc.
UNCHANGED15,75015,75000%$402.9K$396.0K-$6.9K2026-10-26
WealthBridge Capital Management, LLC
DECREASED14,55214,609-570%$373.7K$365.8K-$7.9K2026-10-16
MV Capital Management, Inc.
UNCHANGED14,37514,37500%$367.7K$361.4K-$6.3K2026-10-29
James Investment Research, Inc.
INCREASED14,30613,800+506+4%$353.0K$359.7K+$6.6K2026-10-22
First Affirmative Financial Network
NEW13,670—+13,670——$343.7K—2026-10-21
Fifth Third Bancorp
UNCHANGED13,53313,53300%$346.2K$340.2K-$6.0K2026-11-05
Avail Investment Partners, LLC
DECREASED13,29314,156-863-6%$362.1K$334.2K-$27.9K2026-10-16
Investment Research Partners LLC
DECREASED13,29314,156-863-6%$362.1K$334.2K-$27.9K2026-10-19
TPG Advisors LLC
DECREASED13,06321,049-7,986-38%$538.4K$328.4K-$210.0K2026-10-16
Balefire, LLC
UNCHANGED12,84312,84300%$328.5K$322.9K-$5.7K2026-10-09
Meridian Wealth Management, LLC
INCREASED12,4728,687+3,785+44%$222.2K$313.5K+$91.3K2026-11-05
Silverlake Wealth Management LLC
DECREASED12,09927,739-15,640-56%$709.6K$304.2K-$405.4K2026-10-21
Compton Wealth Advisory Group, LLC
NEW11,808—+11,808——$297.0K—2026-10-13
Trust Co
UNCHANGED11,78811,78800%$301.5K$296.4K-$5.2K2026-10-09
Heritage Family Offices, LLP
UNCHANGED11,07311,07300%$283.2K$278.4K-$4.9K2026-11-02
Moneco Advisors, LLC
UNCHANGED10,93310,93300%$279.7K$274.9K-$4.8K2026-11-05
Bradley & Co. Private Wealth Management, LLC
NEW10,682—+10,682——$268.5K—2026-10-23
Capital Asset Advisory Services LLC
NEW10,533—+10,533——$267.3K—2026-10-30
Leo Wealth, LLC
NEW10,112—+10,112——$254.2K—2026-10-26
Schmidt P J Investment Management Inc
UNCHANGED10,11210,11200%$258.7K$254.2K-$4.4K2026-11-02
Aspen Private Advisors, LLC
NEW10,000—+10,000——$251.4K—2026-10-27
Archford Capital Strategies, LLC
UNCHANGED9,7409,74000%$249.1K$244.9K-$4.3K2026-10-19
Gryphon Financial Partners LLC
DECREASED9,54534,485-24,940-72%$882.1K$240.0K-$642.2K2026-11-04
Segment Wealth Management, LLC
UNCHANGED9,5009,50000%$243.0K$238.8K-$4.2K2026-10-26
Hughes Financial Services, LLC
INCREASED9,4926,761+2,731+40%$172.9K$241.1K+$68.2K2026-10-30
Arrow Financial Corp
UNCHANGED9,4489,44800%$241.7K$237.5K-$4.2K2026-10-26
Cornell Pochily Investment Advisors, Inc.
UNCHANGED9,0559,05500%$231.6K$227.6K-$4.0K2026-10-19
Farther Finance Advisors, LLC
INCREASED9,0492,738+6,311+231%$70.0K$227.5K+$157.5K2026-10-08
Farnam Financial LLC
NEW8,865—+8,865——$224.0K—2026-10-21
Private Trust Co NA
UNCHANGED8,8098,80900%$225.3K$221.5K-$3.9K2026-10-20
Princeton Global Asset Management LLC
INCREASED8,6388,633+5+0%$220.8K$217.2K-$3.7K2026-10-21
Nestegg Advisors, Inc.
INCREASED8,2858,264+21+0%$211.4K$208.3K-$3.1K2026-10-21
WJ Wealth Management, LLC
DECREASED8,08528,885-20,800-72%$738.9K$203.3K-$535.6K2026-11-03
Beaumont Asset Management, L.L.C.
INCREASED8,0708,030+40+1%$205.4K$202.9K-$2.5K2026-10-16
Diversify Wealth Management, LLC
NEW8,000—+8,000——$202.1K—2026-10-20
Diversify Advisory Services, LLC
NEW8,000—+8,000——$202.1K—2026-10-20
Physician Wealth Advisors, Inc.
NEW6,500—+6,500——$163.4K—2026-10-20
Key FInancial Inc
UNCHANGED5,2005,20000%$133.0K$130.7K-$2.3K2026-11-02
Addison Advisors LLC
UNCHANGED3,3603,36000%$85.9K$84.5K-$1.5K2026-11-06
Community Financial Services Group, LLC
UNCHANGED2,9392,93900%$75.0K$73.9K-$1.1K2026-10-15
American Capital Advisory, LLC
UNCHANGED2,2172,21700%$56.7K$55.7K-$9752026-10-28
Bullock Wealth Management Group
INCREASED2,0202,007+13+1%$51.2K$50.8K-$4252026-10-09
Bank of New Hampshire
DECREASED1,9503,770-1,820-48%$96.4K$49.0K-$47.4K2026-10-06
Barrett & Company, Inc.
UNCHANGED1,7941,79400%$45.9K$45.1K-$7902026-10-22
Birch Financial Group, LLC
NEW1,624—+1,624——$40.8K—2026-10-27
PNC Financial Services Group, Inc.
INCREASED1,6031,570+33+2%$40.2K$40.3K+$1392026-11-06
Allworth Financial LP
UNCHANGED81381300%$20.8K$20.8K$02026-11-06
Asset Dedication, LLC
UNCHANGED80380300%$20.5K$20.2K-$3532026-11-03
NorthAvenue LLC
UNCHANGED38738700%$9.9K$9.7K-$1702026-10-29
MassMutual Private Wealth & Trust, FSB
UNCHANGED13513500%$3.5K$3.4K-$592026-10-05
Root Financial Partners, LLC
NEW131—+131——$3.3K—2026-10-21
Caldwell Trust Co
UNCHANGED404000%$1.0K$1.0K-$172026-10-30
Evolution Wealth Management Inc.
UNCHANGED383800%$972$955-$172026-10-28
Paradigm, Strategies in Wealth Management, LLC
CLOSED024,511-24,511-100%$627.0K$0-$627.0K2026-10-16
Avantax Planning Partners, Inc.
CLOSED012,459-12,459-100%$318.7K$0-$318.7K2026-11-03
Commonwealth Financial Services, LLC
CLOSED011,345-11,345-100%$290.2K$0-$290.2K2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED011,073-11,073-100%$283.2K$0-$283.2K2026-10-27
Klingman & Associates, LLC
CLOSED09,620-9,620-100%$246.1K$0-$246.1K2026-10-20
Accretive Wealth Partners, LLC
CLOSED09,424-9,424-100%$241.1K$0-$241.1K2026-11-06
Bank of America Corp
N/A—2,545,675-2,545,675-100%$65.1M———
Mercer Global Advisors Inc
N/A—2,063,596-2,063,596-100%$52.8M———
HighTower Advisors, LLC
N/A—760,012-760,012-100%$19.4M———
Lbmc Investment Advisors, LLC
N/A—577,987-577,987-100%$14.8M———
Wells Fargo & Company
N/A—543,687-543,687-100%$13.9M———
NewEdge Advisors, LLC
N/A—532,337-532,337-100%$13.6M———
Hills Bank & Trust Co
N/A—464,604-464,604-100%$11.9M———
UBS Group AG
N/A—436,913-436,913-100%$11.2M———
Covington Investment Advisors Inc.
N/A—402,305-402,305-100%$10.3M———
Paradiem, LLC
N/A—395,462-395,462-100%$10.1M———
Northwestern Mutual Wealth Management Co
N/A—301,334-301,334-100%$7.7M———
Stratos Wealth Advisors, LLC
N/A—284,461-284,461-100%$7.3M———
Morgan Stanley
N/A—272,284-272,284-100%$7.0M———
Envestnet Asset Management Inc
N/A—266,886-266,886-100%$6.8M———
United Capital Financial Advisors, LLC
N/A—187,694-187,694-100%$4.8M———
Royal Bank of Canada
N/A—184,153-184,153-100%$4.7M———
Stifel Financial Corp
N/A—175,777-175,777-100%$4.5M———
Sound View Wealth Advisors Group, LLC
N/A—164,866-164,866-100%$4.2M———
Integrated Wealth Concepts LLC
N/A—145,032-145,032-100%$3.7M———
Beacon Pointe Advisors, LLC
N/A—142,123-142,123-100%$3.6M———
Leavell Investment Management, Inc.
N/A—132,560-132,560-100%$3.4M———
Raymond James Financial Inc
N/A—127,204-127,204-100%$3.3M———
Ameriprise Financial Inc
N/A—126,845-126,845-100%$3.2M———
Coldstream Capital Management Inc
N/A—123,766-123,766-100%$3.2M———
Cetera Investment Advisers
N/A—87,419-87,419-100%$2.2M———
Summit Financial, LLC
N/A—86,695-86,695-100%$2.2M———
MML Investors Services, LLC
N/A—82,605-82,605-100%$2.1M———
Spinnaker Trust
N/A—80,729-80,729-100%$2.1M———
Sanctuary Advisors, LLC
N/A—78,570-78,570-100%$2.0M———
Granite Harbor Advisors, Inc.
N/A—72,126-72,126-100%$1.8M———
Benjamin Edwards Inc
N/A—71,357-71,357-100%$1.8M———
Atlantic Union Bankshares Corp
N/A—68,363-68,363-100%$1.7M———
Focus Partners Wealth
N/A—63,025-63,025-100%$1.6M———
Kastel Capital Advisors, LLC
N/A—54,340-54,340-100%$1.4M———
Captrust Financial Advisors
N/A—50,029-50,029-100%$1.3M———
Godshalk Welsh Capital Management, Inc.
N/A—49,500-49,500-100%$1.3M———
Envision Financial Planning, LLC
N/A—48,131-48,131-100%$1.2M———
Mariner, LLC
N/A—46,358-46,358-100%$1.2M———
Summitpoint Capital Management
N/A—45,927-45,927-100%$1.2M———
Quantinno Capital Management LP
N/A—43,133-43,133-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—42,792-42,792-100%$1.1M———
PSI Advisors, LLC
N/A—42,300-42,300-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—40,217-40,217-100%$1.0M———
EP Wealth Advisors, LLC
N/A—37,858-37,858-100%$968.4K———
Crews Bank & Trust
N/A—37,621-37,621-100%$962.3K———
IHT Wealth Management, LLC
N/A—36,736-36,736-100%$939.7K———
Stratos Wealth Partners, Ltd.
N/A—35,234-35,234-100%$901.3K———
Baird Financial Group, Inc.
N/A—35,000-35,000-100%$895.3K———
Wick Capital Partners, LLC
N/A—33,664-33,664-100%$861.1K———
Snowden Capital Advisors LLC
N/A—31,400-31,400-100%$803.2K———
Osaic Holdings, Inc.
N/A—30,228-30,228-100%$773.2K———
Goldman Sachs Group Inc
N/A—29,796-29,796-100%$762.2K———
Jones Financial Companies Lllp
N/A—27,300-27,300-100%$698.1K———
Johnson Investment Counsel Inc
N/A—26,027-26,027-100%$665.8K———
Modern Wealth Management, LLC
N/A—23,394-23,394-100%$598.4K———
Smith, Moore & Co.
N/A—23,077-23,077-100%$590.3K———
Janney Montgomery Scott LLC
N/A—22,586-22,586-100%$578.0K———
OneAscent Financial Services LLC
N/A—21,962-21,962-100%$561.8K———
Beto Financial Group, LLC
N/A—21,916-21,916-100%$559.7K———
Sovereign Financial Group, Inc.
N/A—19,561-19,561-100%$500.4K———
JPMorgan Chase & Co
N/A—18,903-18,903-100%$483.4K———
Ameritas Investment Partners, Inc.
N/A—18,323-18,323-100%$468.7K———
Rockefeller Capital Management L.P.
N/A—16,914-16,914-100%$432.7K———
Passive Capital Management, Llc.
N/A—13,803-13,803-100%$353.0K———
Peloton Wealth Strategists
N/A—13,000-13,000-100%$333.0K———
Citadel Advisors LLC
N/A—11,918-11,918-100%$304.9K———
Cary Street Partners Financial LLC
N/A—9,086-9,086-100%$232.4K———
Arax Advisory Partners
N/A—8,886-8,886-100%$227.3K———
ArborFi Advisors, LLC
N/A—8,282-8,282-100%$211.9K———
Composition Wealth, LLC
N/A—8,271-8,271-100%$211.6K———
Wealthspire Advisors, LLC
N/A—7,819-7,819-100%$200.0K———
CNB Bank
N/A—7,637-7,637-100%$195.4K———
Elequin Capital, LP
N/A—7,228-7,228-100%$184.9K———
FMR LLC
N/A—6,378-6,378-100%$163.2K———
Steward Partners Investment Advisory, LLC
N/A—3,028-3,028-100%$77.5K———
Global Retirement Partners, LLC
N/A—2,748-2,748-100%$70.3K———
Glen Eagle Advisors, LLC
N/A—2,725-2,725-100%$69.7K———
HM Payson & Co
N/A—1,949-1,949-100%$49.9K———
IFG Advisory, LLC
N/A—1,555-1,555-100%$39.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,450-1,450-100%$37.1K———
BFC Planning, Inc.
N/A—1,450-1,450-100%$37.1K———
Harbour Investments, Inc.
N/A—1,026-1,026-100%$26.2K———
MidFirst Bank
N/A—1,000-1,000-100%$25.6K———
Rialto Wealth Management, LLC
N/A—828-828-100%$21.2K———
BlackRock, Inc.
N/A—590-590-100%$15.1K———
Showing 214 of 214 institutions