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Ishares Ibonds DEC 2029 M BD (IBMR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Clearstead Advisors, LLC
INCREASED
Shares1,068,055 from 1,006,875
Change+61,180 (+6%)
Value$26.4M (+$848.4K)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares810,440 from 736,560
Change+73,880 (+10%)
Value$20.0M (+$1.3M)
Filed 2026-11-10
US Bancorp \de\
INCREASED
Shares455,471 from 423,777
Change+31,694 (+7%)
Value$11.3M (+$504.1K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares386,023 from 338,574
Change+47,449 (+14%)
Value$9.5M (+$950.0K)
Filed 2026-11-04
Novem Group
NEW
Shares371,342
Change+371,342
Value$8.4M
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares331,319 from 250,503
Change+80,816 (+32%)
Value$8.2M (+$1.8M)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares291,365 from 281,078
Change+10,287 (+4%)
Value$7.2M (+$68.9K)
Filed 2026-11-06
Kathmere Capital Management, LLC
DECREASED
Shares272,064 from 347,332
Change-75,268 (-22%)
Value$6.7M (-$2.1M)
Filed 2026-10-20
Praetorian Wealth Management, Inc.
INCREASED
Shares259,842 from 253,195
Change+6,647 (+3%)
Value$6.4M (-$2.7K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares193,513 from 175,874
Change+17,639 (+10%)
Value$4.8M (+$320.1K)
Filed 2026-10-16
Howland Capital Management LLC
INCREASED
Shares159,795 from 134,931
Change+24,864 (+18%)
Value$4.0M (+$525.8K)
Filed 2026-10-22
Coldstream Capital Management Inc
DECREASED
Shares131,574 from 135,517
Change-3,943 (-3%)
Value$3.3M (-$187.0K)
Filed 2026-11-09
Leavell Investment Management, Inc.
INCREASED
Shares131,415 from 92,949
Change+38,466 (+41%)
Value$3.2M (+$889.9K)
Filed 2026-11-09
Assetmark, Inc
DECREASED
Shares129,743 from 133,266
Change-3,523 (-3%)
Value$3.2M (-$175.1K)
Filed 2026-10-21
Valmark Advisers, Inc.
INCREASED
Shares129,097 from 82,750
Change+46,347 (+56%)
Value$3.2M (+$1.1M)
Filed 2026-11-06
Central Trust Co
DECREASED
Shares123,365 from 131,688
Change-8,323 (-6%)
Value$3.1M (-$292.7K)
Filed 2026-11-05
Cypress Point Wealth Management, LLC
UNCHANGED
Shares119,718 from 119,718
Change0 (0%)
Value$3.0M (-$79.0K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares111,191 from 88,291
Change+22,900 (+26%)
Value$2.7M (+$508.1K)
Filed 2026-11-02
Choreo, LLC
NEW
Shares106,150
Change+106,150
Value$2.6M
Filed 2026-10-28
Parkway Wealth Management Group, LLC
DECREASED
Shares94,196 from 100,692
Change-6,496 (-6%)
Value$2.3M (-$227.1K)
Filed 2026-10-20
Confluence Investment Management LLC
DECREASED
Shares87,116 from 87,480
Change-364 (0%)
Value$2.2M (-$66.7K)
Filed 2026-10-01
Kestra Advisory Services, LLC
INCREASED
Shares86,546 from 84,962
Change+1,584 (+2%)
Value$2.1M (-$16.9K)
Filed 2026-11-02
Curbstone Financial Management Corp
INCREASED
Shares78,120 from 66,170
Change+11,950 (+18%)
Value$1.9M (+$251.9K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
DECREASED
Shares76,669 from 81,260
Change-4,591 (-6%)
Value$1.9M (-$167.2K)
Filed 2026-10-29
Ellis Investment Partners, LLC
DECREASED
Shares71,836 from 72,517
Change-681 (-1%)
Value$1.8M (-$64.7K)
Filed 2026-10-21
Members Wealth LLC
INCREASED
Shares68,473 from 44,171
Change+24,302 (+55%)
Value$1.7M (+$572.2K)
Filed 2026-10-20
Rossmore Private Capital
INCREASED
Shares65,379 from 47,408
Change+17,971 (+38%)
Value$1.6M (+$413.1K)
Filed 2026-10-27
True Private Wealth Advisors
DECREASED
Shares63,569 from 63,570
Change-1 (0%)
Value$1.6M (-$42.0K)
Filed 2026-10-19
Blue Square Asset Management, LLC
INCREASED
Shares63,418 from 62,894
Change+524 (+1%)
Value$1.6M (-$28.6K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares61,983 from 58,090
Change+3,893 (+7%)
Value$1.5M (+$58.0K)
Filed 2026-10-22
RIA Advisory Group LLC
DECREASED
Shares56,538 from 68,631
Change-12,093 (-18%)
Value$1.4M (-$344.3K)
Filed 2026-10-15
GC Wealth Management RIA, LLC
INCREASED
Shares54,219 from 46,789
Change+7,430 (+16%)
Value$1.3M (+$152.9K)
Filed 2026-11-02
Evergreen Private Wealth LLC
NEW
Shares51,932
Change+51,932
Value$1.3M
Filed 2026-10-30
Sentinel Pension Advisors, LLC
INCREASED
Shares51,704 from 51,487
Change+217 (+0%)
Value$1.3M (-$24.2K)
Filed 2026-11-02
Aspen Wealth Management LLC
INCREASED
Shares48,103 from 29,757
Change+18,346 (+62%)
Value$1.2M (+$434.1K)
Filed 2026-10-14
Regions Financial Corp
INCREASED
Shares44,949 from 13,276
Change+31,673 (+239%)
Value$1.1M (+$774.5K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares41,654 from 41,892
Change-238 (-1%)
Value$1.0M (-$33.5K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares41,647 from 33,100
Change+8,547 (+26%)
Value$1.0M (+$189.5K)
Filed 2026-10-16
Jacobi Capital Management LLC
UNCHANGED
Shares37,128 from 37,128
Change0 (0%)
Value$918.2K (-$24.5K)
Filed 2026-11-05
10Elms LLP
INCREASED
Shares35,150 from 34,600
Change+550 (+2%)
Value$869.3K (-$9.2K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares34,306 from 28,227
Change+6,079 (+22%)
Value$848.4K (+$131.7K)
Filed 2026-11-03
Financial Advisory Corp
INCREASED
Shares33,993 from 26,067
Change+7,926 (+30%)
Value$840.6K (+$178.8K)
Filed 2026-10-14
James Investment Research, Inc.
INCREASED
Shares33,768 from 33,371
Change+397 (+1%)
Value$835.1K (-$12.2K)
Filed 2026-10-22
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares33,100 from 33,100
Change0 (0%)
Value$818.6K (-$21.8K)
Filed 2026-10-15
Phillips Financial Management, LLC
UNCHANGED
Shares31,792 from 31,792
Change0 (0%)
Value$786.2K (-$21.0K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares31,379 from 26,384
Change+4,995 (+19%)
Value$776.0K (+$106.1K)
Filed 2026-11-02
Carnegie Investment Counsel
INCREASED
Shares31,000 from 16,000
Change+15,000 (+94%)
Value$766.6K (+$360.4K)
Filed 2026-10-20
Droms Strauss Advisors Inc
INCREASED
Shares29,789 from 19,104
Change+10,685 (+56%)
Value$736.7K (+$251.6K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares29,483 from 27,847
Change+1,636 (+6%)
Value$729.0K (+$22.0K)
Filed 2026-11-02
Sonata Capital Group Inc
INCREASED
Shares28,808 from 19,673
Change+9,135 (+46%)
Value$712.4K (+$212.9K)
Filed 2026-10-19
Rossby Financial, LCC
NEW
Shares23,548
Change+23,548
Value$582.3K
Filed 2026-11-05
CFS Investment Advisory Services, LLC
INCREASED
Shares23,143 from 23,134
Change+9 (+0%)
Value$573.1K (-$13.4K)
Filed 2026-10-19
Great Diamond Partners, LLC
NEW
Shares22,895
Change+22,895
Value$566.2K
Filed 2026-10-13
FF Advisors,LLC
DECREASED
Shares22,408 from 42,640
Change-20,232 (-47%)
Value$554.2K (-$528.5K)
Filed 2026-10-21
Strid Group, LLC
UNCHANGED
Shares21,500 from 21,500
Change0 (0%)
Value$531.7K (-$14.2K)
Filed 2026-10-28
Atwater Malick LLC
INCREASED
Shares21,243 from 19,265
Change+1,978 (+10%)
Value$525.3K (+$36.2K)
Filed 2026-10-15
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares20,342 from 20,342
Change0 (0%)
Value$503.1K (-$13.4K)
Filed 2026-10-21
Glenview Trust Co
UNCHANGED
Shares19,019 from 19,019
Change0 (0%)
Value$470.3K (-$12.6K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares17,233
Change+17,233
Value$426.2K
Filed 2026-10-26
Balefire, LLC
NEW
Shares12,915
Change+12,915
Value$319.4K
Filed 2026-10-09
First National Trust Co
INCREASED
Shares12,168 from 8,759
Change+3,409 (+39%)
Value$300.9K (+$78.5K)
Filed 2026-10-28
Compton Wealth Advisory Group, LLC
NEW
Shares11,940
Change+11,940
Value$295.8K
Filed 2026-10-13
Trust Co
UNCHANGED
Shares11,863 from 11,863
Change0 (0%)
Value$293.4K (-$7.8K)
Filed 2026-10-09
Freestone Capital Holdings, LLC
UNCHANGED
Shares11,700 from 11,700
Change0 (0%)
Value$289.3K (-$7.7K)
Filed 2026-11-09
Penobscot Investment Management Company, Inc.
INCREASED
Shares11,550 from 10,550
Change+1,000 (+9%)
Value$285.6K (+$17.8K)
Filed 2026-10-26
Park Avenue Securities LLC
UNCHANGED
Shares11,516 from 11,516
Change0 (0%)
Value$285.0K (-$7.0K)
Filed 2026-10-26
Heritage Family Offices, LLP
UNCHANGED
Shares11,117 from 11,117
Change0 (0%)
Value$274.9K (-$7.3K)
Filed 2026-11-02
Schmidt P J Investment Management Inc
UNCHANGED
Shares10,940 from 10,940
Change0 (0%)
Value$270.5K (-$7.2K)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW
Shares10,818
Change+10,818
Value$267.5K
Filed 2026-10-23
Capital Asset Advisory Services LLC
NEW
Shares10,664
Change+10,664
Value$267.6K
Filed 2026-10-30
Archford Capital Strategies, LLC
UNCHANGED
Shares10,407 from 10,407
Change0 (0%)
Value$257.4K (-$6.9K)
Filed 2026-10-19
Aspen Private Advisors, LLC
NEW
Shares10,000
Change+10,000
Value$247.3K
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
NEW
Shares9,960
Change+9,960
Value$226.0K
Filed 2026-10-08
Klingman & Associates, LLC
DECREASED
Shares9,923 from 13,490
Change-3,567 (-26%)
Value$245.4K (-$97.1K)
Filed 2026-10-20
Segment Wealth Management, LLC
UNCHANGED
Shares9,720 from 9,720
Change0 (0%)
Value$240.4K (-$6.4K)
Filed 2026-10-26
Meridian Wealth Management, LLC
NEW
Shares9,532
Change+9,532
Value$235.7K
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares9,175 from 28,905
Change-19,730 (-68%)
Value$226.9K (-$507.0K)
Filed 2026-10-21
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares9,115 from 9,115
Change0 (0%)
Value$225.4K (-$6.0K)
Filed 2026-10-19
Princeton Global Asset Management LLC
INCREASED
Shares9,095 from 5,145
Change+3,950 (+77%)
Value$224.9K (+$94.3K)
Filed 2026-10-21
WealthBridge Capital Management, LLC
DECREASED
Shares8,633 from 8,772
Change-139 (-2%)
Value$213.5K (-$9.2K)
Filed 2026-10-16
Farnam Financial LLC
NEW
Shares8,600
Change+8,600
Value$214.7K
Filed 2026-10-21
Oliver Luxxe Assets LLC
NEW
Shares8,354
Change+8,354
Value$206.6K
Filed 2026-10-14
Foundry Financial Group, Inc.
DECREASED
Shares8,196 from 9,393
Change-1,197 (-13%)
Value$202.7K (-$35.8K)
Filed 2026-10-28
Farther Finance Advisors, LLC
NEW
Shares6,385
Change+6,385
Value$157.9K
Filed 2026-10-08
IFG Advisory, LLC
INCREASED
Shares5,930 from 4,018
Change+1,912 (+48%)
Value$146.7K (+$44.6K)
Filed 2026-11-09
Hughes Financial Services, LLC
INCREASED
Shares3,485 from 720
Change+2,765 (+384%)
Value$87.7K (+$69.4K)
Filed 2026-10-30
Addison Advisors LLC
UNCHANGED
Shares3,395 from 3,395
Change0 (0%)
Value$84.0K (-$2.2K)
Filed 2026-11-06
Harbour Investments, Inc.
INCREASED
Shares2,681 from 2,670
Change+11 (+0%)
Value$66.3K (-$1.5K)
Filed 2026-11-09
American Capital Advisory, LLC
UNCHANGED
Shares2,219 from 2,219
Change0 (0%)
Value$54.9K (-$1.5K)
Filed 2026-10-28
Bullock Wealth Management Group
INCREASED
Shares2,038 from 2,025
Change+13 (+1%)
Value$50.5K (-$836)
Filed 2026-10-09
Barrett & Company, Inc.
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$44.8K (-$1.2K)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares1,642
Change+1,642
Value$40.6K
Filed 2026-10-27
Noble Wealth Management PBC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$27.2K (-$726)
Filed 2026-10-01
Community Financial Services Group, LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$24.4K (-$562)
Filed 2026-10-15
Allworth Financial LP
NEW
Shares829
Change+829
Value$21.0K
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares132
Change+132
Value$3.3K
Filed 2026-10-21
Nuveen, LLC
NEW
Shares0
Change0
Value$7
Filed 2026-11-10
Kesler, Norman & Wride, LLC
CLOSED
Shares0 from 165,926
Change-165,926 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-06
Littlejohn Financial Services, Inc.
CLOSED
Shares0 from 142,624
Change-142,624 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-06
Paradigm, Strategies in Wealth Management, LLC
CLOSED
Shares0 from 20,170
Change-20,170 (-100%)
Value$0 (-$512.1K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 11,117
Change-11,117 (-100%)
Value$0 (-$282.3K)
Filed 2026-10-27
Daviman Financial, LLC
CLOSED
Shares0 from 9,743
Change-9,743 (-100%)
Value$0 (-$247.4K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 8,333
Change-8,333 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 8,023
Change-8,023 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-20
TPG Advisors LLC
CLOSED
Shares0 from 8,013
Change-8,013 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 7,977
Change-7,977 (-100%)
Value$0 (-$202.5K)
Filed 2026-11-03
Archer Investment Corp
CLOSED
Shares0 from 1,123
Change-1,123 (-100%)
Value$0 (-$28.5K)
Filed 2026-11-05
AlphaCore Capital LLC
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$20.1K)
Filed 2026-11-04
Mercer Global Advisors Inc
N/A
Shares— from 1,740,491
Change-1,740,491 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,706,589
Change-1,706,589 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 520,275
Change-520,275 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 438,879
Change-438,879 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 396,376
Change-396,376 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 319,610
Change-319,610 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 266,224
Change-266,224 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 262,751
Change-262,751 (-100%)
Value—
UBS Group AG
N/A
Shares— from 233,264
Change-233,264 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 197,333
Change-197,333 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 185,667
Change-185,667 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 171,140
Change-171,140 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 141,310
Change-141,310 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 115,242
Change-115,242 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 113,280
Change-113,280 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 99,608
Change-99,608 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 95,506
Change-95,506 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 82,839
Change-82,839 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 78,598
Change-78,598 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 77,650
Change-77,650 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 75,855
Change-75,855 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 74,499
Change-74,499 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 73,068
Change-73,068 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 72,120
Change-72,120 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 70,078
Change-70,078 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 63,985
Change-63,985 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 48,500
Change-48,500 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 46,216
Change-46,216 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 44,807
Change-44,807 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 44,351
Change-44,351 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,157
Change-43,157 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,715
Change-32,715 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 26,531
Change-26,531 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,809
Change-25,809 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 23,299
Change-23,299 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 23,253
Change-23,253 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 22,604
Change-22,604 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 19,654
Change-19,654 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 18,125
Change-18,125 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,583
Change-13,583 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 13,491
Change-13,491 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 13,428
Change-13,428 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,764
Change-12,764 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,032
Change-12,032 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 9,858
Change-9,858 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,920
Change-7,920 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 151
Change-151 (-100%)
Value—
Status
Clearstead Advisors, LLC
INCREASED1,068,0551,006,875+61,180+6%$25.6M$26.4M+$848.4K2026-11-06
HighTower Advisors, LLC
INCREASED810,440736,560+73,880+10%$18.7M$20.0M+$1.3M2026-11-10
US Bancorp \de\
INCREASED455,471423,777+31,694+7%$10.8M$11.3M+$504.1K2026-11-05
Lido Advisors, LLC
INCREASED386,023338,574+47,449+14%$8.6M$9.5M+$950.0K2026-11-04
Novem Group
NEW371,342—+371,342——$8.4M—2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED331,319250,503+80,816+32%$6.4M$8.2M+$1.8M2026-10-14
LPL Financial LLC
INCREASED291,365281,078+10,287+4%$7.1M$7.2M+$68.9K2026-11-06
Kathmere Capital Management, LLC
DECREASED272,064347,332-75,268-22%$8.8M$6.7M-$2.1M2026-10-20
Praetorian Wealth Management, Inc.
INCREASED259,842253,195+6,647+3%$6.4M$6.4M-$2.7K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED193,513175,874+17,639+10%$4.5M$4.8M+$320.1K2026-10-16
Howland Capital Management LLC
INCREASED159,795134,931+24,864+18%$3.4M$4.0M+$525.8K2026-10-22
Coldstream Capital Management Inc
DECREASED131,574135,517-3,943-3%$3.4M$3.3M-$187.0K2026-11-09
Leavell Investment Management, Inc.
INCREASED131,41592,949+38,466+41%$2.4M$3.2M+$889.9K2026-11-09
Assetmark, Inc
DECREASED129,743133,266-3,523-3%$3.4M$3.2M-$175.1K2026-10-21
Valmark Advisers, Inc.
INCREASED129,09782,750+46,347+56%$2.1M$3.2M+$1.1M2026-11-06
Central Trust Co
DECREASED123,365131,688-8,323-6%$3.3M$3.1M-$292.7K2026-11-05
Cypress Point Wealth Management, LLC
UNCHANGED119,718119,71800%$3.0M$3.0M-$79.0K2026-11-03
Commonwealth Equity Services, LLC
INCREASED111,19188,291+22,900+26%$2.2M$2.7M+$508.1K2026-11-02
Choreo, LLC
NEW106,150—+106,150——$2.6M—2026-10-28
Parkway Wealth Management Group, LLC
DECREASED94,196100,692-6,496-6%$2.6M$2.3M-$227.1K2026-10-20
Confluence Investment Management LLC
DECREASED87,11687,480-3640%$2.2M$2.2M-$66.7K2026-10-01
Kestra Advisory Services, LLC
INCREASED86,54684,962+1,584+2%$2.2M$2.1M-$16.9K2026-11-02
Curbstone Financial Management Corp
INCREASED78,12066,170+11,950+18%$1.7M$1.9M+$251.9K2026-10-21
Woodmont Investment Counsel LLC
DECREASED76,66981,260-4,591-6%$2.1M$1.9M-$167.2K2026-10-29
Ellis Investment Partners, LLC
DECREASED71,83672,517-681-1%$1.8M$1.8M-$64.7K2026-10-21
Members Wealth LLC
INCREASED68,47344,171+24,302+55%$1.1M$1.7M+$572.2K2026-10-20
Rossmore Private Capital
INCREASED65,37947,408+17,971+38%$1.2M$1.6M+$413.1K2026-10-27
True Private Wealth Advisors
DECREASED63,56963,570-10%$1.6M$1.6M-$42.0K2026-10-19
Blue Square Asset Management, LLC
INCREASED63,41862,894+524+1%$1.6M$1.6M-$28.6K2026-11-02
Brookstone Capital Management
INCREASED61,98358,090+3,893+7%$1.5M$1.5M+$58.0K2026-10-22
RIA Advisory Group LLC
DECREASED56,53868,631-12,093-18%$1.7M$1.4M-$344.3K2026-10-15
GC Wealth Management RIA, LLC
INCREASED54,21946,789+7,430+16%$1.2M$1.3M+$152.9K2026-11-02
Evergreen Private Wealth LLC
NEW51,932—+51,932——$1.3M—2026-10-30
Sentinel Pension Advisors, LLC
INCREASED51,70451,487+217+0%$1.3M$1.3M-$24.2K2026-11-02
Aspen Wealth Management LLC
INCREASED48,10329,757+18,346+62%$755.5K$1.2M+$434.1K2026-10-14
Regions Financial Corp
INCREASED44,94913,276+31,673+239%$337.1K$1.1M+$774.5K2026-11-05
Capital Investment Advisors, LLC
DECREASED41,65441,892-238-1%$1.1M$1.0M-$33.5K2026-10-22
IFP Advisors, Inc
INCREASED41,64733,100+8,547+26%$840.4K$1.0M+$189.5K2026-10-16
Jacobi Capital Management LLC
UNCHANGED37,12837,12800%$942.7K$918.2K-$24.5K2026-11-05
10Elms LLP
INCREASED35,15034,600+550+2%$878.5K$869.3K-$9.2K2026-11-06
Parallel Advisors, LLC
INCREASED34,30628,227+6,079+22%$716.7K$848.4K+$131.7K2026-11-03
Financial Advisory Corp
INCREASED33,99326,067+7,926+30%$661.8K$840.6K+$178.8K2026-10-14
James Investment Research, Inc.
INCREASED33,76833,371+397+1%$847.3K$835.1K-$12.2K2026-10-22
Roof Eidam Maycock Peralta, LLC
UNCHANGED33,10033,10000%$840.4K$818.6K-$21.8K2026-10-15
Phillips Financial Management, LLC
UNCHANGED31,79231,79200%$807.2K$786.2K-$21.0K2026-10-19
Creative Planning
INCREASED31,37926,384+4,995+19%$669.9K$776.0K+$106.1K2026-11-02
Carnegie Investment Counsel
INCREASED31,00016,000+15,000+94%$406.2K$766.6K+$360.4K2026-10-20
Droms Strauss Advisors Inc
INCREASED29,78919,104+10,685+56%$485.1K$736.7K+$251.6K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED29,48327,847+1,636+6%$707.0K$729.0K+$22.0K2026-11-02
Sonata Capital Group Inc
INCREASED28,80819,673+9,135+46%$499.5K$712.4K+$212.9K2026-10-19
Rossby Financial, LCC
NEW23,548—+23,548——$582.3K—2026-11-05
CFS Investment Advisory Services, LLC
INCREASED23,14323,134+9+0%$586.6K$573.1K-$13.4K2026-10-19
Great Diamond Partners, LLC
NEW22,895—+22,895——$566.2K—2026-10-13
FF Advisors,LLC
DECREASED22,40842,640-20,232-47%$1.1M$554.2K-$528.5K2026-10-21
Strid Group, LLC
UNCHANGED21,50021,50000%$545.9K$531.7K-$14.2K2026-10-28
Atwater Malick LLC
INCREASED21,24319,265+1,978+10%$489.1K$525.3K+$36.2K2026-10-15
Newman Dignan & Sheerar, Inc.
UNCHANGED20,34220,34200%$516.5K$503.1K-$13.4K2026-10-21
Glenview Trust Co
UNCHANGED19,01919,01900%$482.9K$470.3K-$12.6K2026-10-28
Leo Wealth, LLC
NEW17,233—+17,233——$426.2K—2026-10-26
Balefire, LLC
NEW12,915—+12,915——$319.4K—2026-10-09
First National Trust Co
INCREASED12,1688,759+3,409+39%$222.4K$300.9K+$78.5K2026-10-28
Compton Wealth Advisory Group, LLC
NEW11,940—+11,940——$295.8K—2026-10-13
Trust Co
UNCHANGED11,86311,86300%$301.2K$293.4K-$7.8K2026-10-09
Freestone Capital Holdings, LLC
UNCHANGED11,70011,70000%$297.1K$289.3K-$7.7K2026-11-09
Penobscot Investment Management Company, Inc.
INCREASED11,55010,550+1,000+9%$267.9K$285.6K+$17.8K2026-10-26
Park Avenue Securities LLC
UNCHANGED11,51611,51600%$292.0K$285.0K-$7.0K2026-10-26
Heritage Family Offices, LLP
UNCHANGED11,11711,11700%$282.3K$274.9K-$7.3K2026-11-02
Schmidt P J Investment Management Inc
UNCHANGED10,94010,94000%$277.8K$270.5K-$7.2K2026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW10,818—+10,818——$267.5K—2026-10-23
Capital Asset Advisory Services LLC
NEW10,664—+10,664——$267.6K—2026-10-30
Archford Capital Strategies, LLC
UNCHANGED10,40710,40700%$264.2K$257.4K-$6.9K2026-10-19
Aspen Private Advisors, LLC
NEW10,000—+10,000——$247.3K—2026-10-27
Avidian Wealth Enterprises, LLC
NEW9,960—+9,960——$226.0K—2026-10-08
Klingman & Associates, LLC
DECREASED9,92313,490-3,567-26%$342.5K$245.4K-$97.1K2026-10-20
Segment Wealth Management, LLC
UNCHANGED9,7209,72000%$246.8K$240.4K-$6.4K2026-10-26
Meridian Wealth Management, LLC
NEW9,532—+9,532——$235.7K—2026-11-05
Silverlake Wealth Management LLC
DECREASED9,17528,905-19,730-68%$733.9K$226.9K-$507.0K2026-10-21
Cornell Pochily Investment Advisors, Inc.
UNCHANGED9,1159,11500%$231.4K$225.4K-$6.0K2026-10-19
Princeton Global Asset Management LLC
INCREASED9,0955,145+3,950+77%$130.6K$224.9K+$94.3K2026-10-21
WealthBridge Capital Management, LLC
DECREASED8,6338,772-139-2%$222.7K$213.5K-$9.2K2026-10-16
Farnam Financial LLC
NEW8,600—+8,600——$214.7K—2026-10-21
Oliver Luxxe Assets LLC
NEW8,354—+8,354——$206.6K—2026-10-14
Foundry Financial Group, Inc.
DECREASED8,1969,393-1,197-13%$238.5K$202.7K-$35.8K2026-10-28
Farther Finance Advisors, LLC
NEW6,385—+6,385——$157.9K—2026-10-08
IFG Advisory, LLC
INCREASED5,9304,018+1,912+48%$102.0K$146.7K+$44.6K2026-11-09
Hughes Financial Services, LLC
INCREASED3,485720+2,765+384%$18.3K$87.7K+$69.4K2026-10-30
Addison Advisors LLC
UNCHANGED3,3953,39500%$86.2K$84.0K-$2.2K2026-11-06
Harbour Investments, Inc.
INCREASED2,6812,670+11+0%$67.8K$66.3K-$1.5K2026-11-09
American Capital Advisory, LLC
UNCHANGED2,2192,21900%$56.3K$54.9K-$1.5K2026-10-28
Bullock Wealth Management Group
INCREASED2,0382,025+13+1%$51.3K$50.5K-$8362026-10-09
Barrett & Company, Inc.
UNCHANGED1,8101,81000%$46.0K$44.8K-$1.2K2026-10-22
Birch Financial Group, LLC
NEW1,642—+1,642——$40.6K—2026-10-27
Noble Wealth Management PBC
UNCHANGED1,1001,10000%$27.9K$27.2K-$7262026-10-01
Community Financial Services Group, LLC
UNCHANGED98698600%$25.0K$24.4K-$5622026-10-15
Allworth Financial LP
NEW829—+829——$21.0K—2026-11-06
Root Financial Partners, LLC
NEW132—+132——$3.3K—2026-10-21
Nuveen, LLC
NEW0—0——$7—2026-11-10
Kesler, Norman & Wride, LLC
CLOSED0165,926-165,926-100%$3.8M$0-$3.8M2026-11-06
Littlejohn Financial Services, Inc.
CLOSED0142,624-142,624-100%$3.3M$0-$3.3M2026-11-06
Paradigm, Strategies in Wealth Management, LLC
CLOSED020,170-20,170-100%$512.1K$0-$512.1K2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED011,117-11,117-100%$282.3K$0-$282.3K2026-10-27
Daviman Financial, LLC
CLOSED09,743-9,743-100%$247.4K$0-$247.4K2026-11-06
Dynamic Advisor Solutions LLC
CLOSED08,333-8,333-100%$211.6K$0-$211.6K2026-10-13
Prime Capital Investment Advisors, LLC
CLOSED08,023-8,023-100%$203.7K$0-$203.7K2026-10-20
TPG Advisors LLC
CLOSED08,013-8,013-100%$203.4K$0-$203.4K2026-10-16
Avantax Planning Partners, Inc.
CLOSED07,977-7,977-100%$202.5K$0-$202.5K2026-11-03
Archer Investment Corp
CLOSED01,123-1,123-100%$28.5K$0-$28.5K2026-11-05
AlphaCore Capital LLC
CLOSED0870-870-100%$20.1K$0-$20.1K2026-11-04
Mercer Global Advisors Inc
N/A—1,740,491-1,740,491-100%$44.2M———
Bank of America Corp
N/A—1,706,589-1,706,589-100%$43.3M———
Lbmc Investment Advisors, LLC
N/A—520,275-520,275-100%$13.2M———
Wells Fargo & Company
N/A—438,879-438,879-100%$11.1M———
Paradiem, LLC
N/A—396,376-396,376-100%$10.1M———
Covington Investment Advisors Inc.
N/A—319,610-319,610-100%$8.1M———
Raymond James Financial Inc
N/A—266,224-266,224-100%$6.8M———
Envestnet Asset Management Inc
N/A—262,751-262,751-100%$6.7M———
UBS Group AG
N/A—233,264-233,264-100%$5.9M———
Morgan Stanley
N/A—197,333-197,333-100%$5.0M———
United Capital Financial Advisors, LLC
N/A—185,667-185,667-100%$4.7M———
Stifel Financial Corp
N/A—171,140-171,140-100%$4.3M———
Odyssey Group, LLC
N/A—141,310-141,310-100%$3.6M———
Integrated Wealth Concepts LLC
N/A—115,242-115,242-100%$2.9M———
Royal Bank of Canada
N/A—113,280-113,280-100%$2.9M———
Summit Financial, LLC
N/A—99,608-99,608-100%$2.5M———
Northwestern Mutual Wealth Management Co
N/A—95,506-95,506-100%$2.4M———
Cetera Investment Advisers
N/A—82,839-82,839-100%$2.1M———
Benjamin Edwards Inc
N/A—78,598-78,598-100%$2.0M———
Sound View Wealth Advisors Group, LLC
N/A—77,650-77,650-100%$2.0M———
MML Investors Services, LLC
N/A—75,855-75,855-100%$1.9M———
Spinnaker Trust
N/A—74,499-74,499-100%$1.9M———
Atlantic Union Bankshares Corp
N/A—73,068-73,068-100%$1.9M———
Hills Bank & Trust Co
N/A—72,120-72,120-100%$1.8M———
Granite Harbor Advisors, Inc.
N/A—70,078-70,078-100%$1.8M———
NewEdge Advisors, LLC
N/A—63,985-63,985-100%$1.6M———
Godshalk Welsh Capital Management, Inc.
N/A—48,500-48,500-100%$1.2M———
Elequin Capital, LP
N/A—46,216-46,216-100%$1.2M———
Osaic Holdings, Inc.
N/A—44,807-44,807-100%$1.1M———
Envision Financial Planning, LLC
N/A—44,351-44,351-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—43,157-43,157-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—32,715-32,715-100%$830.7K———
Snowden Capital Advisors LLC
N/A—31,000-31,000-100%$787.1K———
Citadel Advisors LLC
N/A—26,531-26,531-100%$673.6K———
OneDigital Investment Advisors LLC
N/A—25,809-25,809-100%$655.3K———
OneAscent Financial Services LLC
N/A—23,299-23,299-100%$591.6K———
Smith, Moore & Co.
N/A—23,253-23,253-100%$590.4K———
Modern Wealth Management, LLC
N/A—22,604-22,604-100%$573.9K———
Sovereign Financial Group, Inc.
N/A—19,654-19,654-100%$499.0K———
Crews Bank & Trust
N/A—18,125-18,125-100%$460.2K———
PSI Advisors, LLC
N/A—13,800-13,800-100%$350.4K———
Captrust Financial Advisors
N/A—13,583-13,583-100%$344.9K———
Financial Engines Advisors L.L.C.
N/A—13,491-13,491-100%$342.5K———
Wick Capital Partners, LLC
N/A—13,428-13,428-100%$340.9K———
Jones Financial Companies Lllp
N/A—12,764-12,764-100%$323.8K———
EP Wealth Advisors, LLC
N/A—12,032-12,032-100%$305.5K———
Pgim Custom Harvest LLC
N/A—9,858-9,858-100%$250.3K———
Cary Street Partners Financial LLC
N/A—8,686-8,686-100%$220.5K———
Quantinno Capital Management LP
N/A—7,920-7,920-100%$201.1K———
FMR LLC
N/A—4,240-4,240-100%$107.7K———
MidFirst Bank
N/A—3,100-3,100-100%$78.7K———
Steward Partners Investment Advisory, LLC
N/A—3,048-3,048-100%$77.4K———
Global Retirement Partners, LLC
N/A—2,505-2,505-100%$63.6K———
Glen Eagle Advisors, LLC
N/A—2,250-2,250-100%$57.1K———
BlackRock, Inc.
N/A—151-151-100%$3.8K———
Showing 163 of 163 institutions