Ishares Ibnds DEC 2032 TT (IBTM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Krilogy Financial LLC

DECREASED

Shares2,550,327 from 2,618,176

Change-67,849 (-3%)

Value$55.5M (-$3.9M)

Filed 2026-10-13

Parcion Private Wealth LLC

NEW

Shares1,181,630

Change+1,181,630

Value$25.7M

Filed 2026-10-28

Confluence Investment Management LLC

DECREASED

Shares703,031 from 735,847

Change-32,816 (-4%)

Value$15.3M (-$1.4M)

Filed 2026-10-01

D.A. Davidson & Co.

INCREASED

Shares539,402 from 463,113

Change+76,289 (+16%)

Value$11.7M (+$1.2M)

Filed 2026-10-28

Probity Advisors, Inc.

INCREASED

Shares512,727 from 434,420

Change+78,307 (+18%)

Value$11.1M (+$1.3M)

Filed 2026-10-23

Titleist Asset Management, LLC

INCREASED

Shares485,641 from 439,395

Change+46,246 (+11%)

Value$10.6M (+$583.9K)

Filed 2026-10-08

Truist Financial Corp

INCREASED

Shares476,731 from 449,649

Change+27,082 (+6%)

Value$10.4M (+$157.5K)

Filed 2026-10-30

Legacy Private Trust Co.

INCREASED

Shares381,845 from 376,158

Change+5,687 (+2%)

Value$8.3M (-$237.1K)

Filed 2026-10-06

Yoder Wealth Management, Inc.

INCREASED

Shares268,144 from 216,814

Change+51,330 (+24%)

Value$5.8M (+$907.8K)

Filed 2026-10-13

Asset Dedication, LLC

INCREASED

Shares245,639 from 220,155

Change+25,484 (+12%)

Value$5.3M (+$342.8K)

Filed 2026-11-03

Parallel Advisors, LLC

INCREASED

Shares242,444 from 177,585

Change+64,859 (+37%)

Value$5.3M (+$1.2M)

Filed 2026-11-03

Stockman Wealth Management, Inc.

INCREASED

Shares235,483 from 218,588

Change+16,895 (+8%)

Value$5.1M (+$157.6K)

Filed 2026-10-27

Accretive Wealth Partners, LLC

INCREASED

Shares231,340 from 182,878

Change+48,462 (+27%)

Value$5.0M (+$878.0K)

Filed 2026-11-06

Park Avenue Securities LLC

INCREASED

Shares194,862 from 177,908

Change+16,954 (+10%)

Value$4.2K (-$4.0M)

Filed 2026-10-26

James Investment Research, Inc.

DECREASED

Shares162,249 from 164,188

Change-1,939 (-1%)

Value$3.5M (-$199.6K)

Filed 2026-10-22

LPL Financial LLC

DECREASED

Shares161,944 from 169,364

Change-7,420 (-4%)

Value$3.5M (-$323.7K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares159,087 from 156,395

Change+2,692 (+2%)

Value$3.5K (-$3.5M)

Filed 2026-11-02

Choreo, LLC

NEW

Shares138,159

Change+138,159

Value$3.0M

Filed 2026-10-28

Central Trust Co

INCREASED

Shares135,761 from 118,224

Change+17,537 (+15%)

Value$3.0M (+$267.8K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares59,996 from 53,019

Change+6,977 (+13%)

Value$1.3M (+$100.8K)

Filed 2026-10-16

Cushing Capital Partners, LLC

DECREASED

Shares52,409 from 53,932

Change-1,523 (-3%)

Value$1.1M (-$84.8K)

Filed 2026-10-20

Visionary Wealth Advisors

DECREASED

Shares51,355 from 52,951

Change-1,596 (-3%)

Value$1.1M (-$85.5K)

Filed 2026-11-04

Allworth Financial LP

NEW

Shares49,631

Change+49,631

Value$1.1M

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

NEW

Shares46,472

Change+46,472

Value$1.0M

Filed 2026-10-13

Verus Capital Partners, LLC

DECREASED

Shares45,868 from 49,452

Change-3,584 (-7%)

Value$997.0K (-$125.3K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares35,153 from 35,972

Change-819 (-2%)

Value$764.1K (-$52.3K)

Filed 2026-11-02

4Wealth Advisors, Inc.

INCREASED

Shares31,167 from 26,386

Change+4,781 (+18%)

Value$678.1K (+$76.9K)

Filed 2026-10-13

Associated Banc-Corp

INCREASED

Shares28,177 from 22,670

Change+5,507 (+24%)

Value$612.5K (+$98.0K)

Filed 2026-10-30

XY Planning Network, Inc.

NEW

Shares20,965

Change+20,965

Value$455.7K

Filed 2026-10-14

Moulton Wealth Management, Inc

DECREASED

Shares19,891 from 20,401

Change-510 (-2%)

Value$432.3K (-$28.8K)

Filed 2026-10-13

Jacobi Capital Management LLC

INCREASED

Shares17,693 from 17,574

Change+119 (+1%)

Value$384.6K (-$14.3K)

Filed 2026-11-05

MBA Advisors LLC

NEW

Shares17,270

Change+17,270

Value$375.4K

Filed 2026-10-29

Great Diamond Partners, LLC

INCREASED

Shares15,973 from 11,852

Change+4,121 (+35%)

Value$347.2K (+$78.2K)

Filed 2026-10-13

Kestra Investment Management, LLC

UNCHANGED

Shares15,822 from 15,822

Change0 (0%)

Value$343.9K (-$15.2K)

Filed 2026-11-04

Hyposwiss Advisors SA

UNCHANGED

Shares15,190 from 15,190

Change0 (0%)

Value$330.2K (-$14.6K)

Filed 2026-10-26

Guidance Point Advisors, LLC

INCREASED

Shares15,160 from 15,121

Change+39 (+0%)

Value$329.5K (-$13.7K)

Filed 2026-10-15

Single Point Partners, LLC

UNCHANGED

Shares14,585 from 14,585

Change0 (0%)

Value$317.0K (-$14.0K)

Filed 2026-10-19

Brookstone Capital Management

DECREASED

Shares14,006 from 15,477

Change-1,471 (-9%)

Value$304.4K (-$46.8K)

Filed 2026-10-22

Lido Advisors, LLC

INCREASED

Shares13,961 from 11,724

Change+2,237 (+19%)

Value$303.5K (+$37.4K)

Filed 2026-11-04

Greater Midwest Financial Group, LLC

DECREASED

Shares13,258 from 13,476

Change-218 (-2%)

Value$288.2K (-$17.7K)

Filed 2026-10-13

Kestra Advisory Services, LLC

DECREASED

Shares12,851 from 26,736

Change-13,885 (-52%)

Value$279.3K (-$327.4K)

Filed 2026-11-02

Old Mission Investment Co LLC

INCREASED

Shares11,940 from 10,485

Change+1,455 (+14%)

Value$259.5K (+$21.6K)

Filed 2026-10-22

Physician Wealth Advisors, Inc.

INCREASED

Shares11,729 from 8,082

Change+3,647 (+45%)

Value$254.9K (+$71.5K)

Filed 2026-10-20

Mlp3, LLC

NEW

Shares11,273

Change+11,273

Value$245.0K

Filed 2026-10-22

Compass Ion Advisors, LLC

UNCHANGED

Shares11,200 from 11,200

Change0 (0%)

Value$243.4K (-$10.7K)

Filed 2026-10-23

JIM Saulnier & Associates, LLC

INCREASED

Shares11,032 from 10,923

Change+109 (+1%)

Value$239.8K (-$8.1K)

Filed 2026-11-04

Signaturefd, LLC

UNCHANGED

Shares11,010 from 11,010

Change0 (0%)

Value$239.3K (-$10.6K)

Filed 2026-10-23

Cliftonlarsonallen Wealth Advisors, LLC

UNCHANGED

Shares10,073 from 10,073

Change0 (0%)

Value$218.9K (-$9.7K)

Filed 2026-10-14

DecisionMap Wealth Management, LLC

NEW

Shares9,259

Change+9,259

Value$201.3K

Filed 2026-10-29

Clearstead Advisors, LLC

NEW

Shares5,737

Change+5,737

Value$124.7K

Filed 2026-11-06

Clayton Financial Group LLC

NEW

Shares5,637

Change+5,637

Value$122.5K

Filed 2026-10-13

US Bancorp \de\

INCREASED

Shares4,615 from 2,635

Change+1,980 (+75%)

Value$100.3K (+$40.5K)

Filed 2026-11-05

Concord Wealth Partners

NEW

Shares3,343

Change+3,343

Value$72.7K

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares2,774 from 2,780

Change-6 (0%)

Value$60.3K (-$2.8K)

Filed 2026-11-05

Citigroup Inc

NEW

Shares2,476

Change+2,476

Value$53.8K

Filed 2026-11-04

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares2,365 from 2,365

Change0 (0%)

Value$51.4K (-$2.3K)

Filed 2026-10-15

Laurel Wealth Advisors LLC

NEW

Shares2,100

Change+2,100

Value$45.6K

Filed 2026-10-27

Clearstead Trust, LLC

UNCHANGED

Shares1,954 from 1,954

Change0 (0%)

Value$42.5K (-$1.9K)

Filed 2026-11-06

Bank of New Hampshire

INCREASED

Shares1,000 from 800

Change+200 (+25%)

Value$21.7K (+$3.6K)

Filed 2026-10-06

First Premier Bank

UNCHANGED

Shares667 from 667

Change0 (0%)

Value$14 (-$1)

Filed 2026-10-13

High Note Wealth, LLC

NEW

Shares478

Change+478

Value$10.4K

Filed 2026-10-27

NBH Bank

UNCHANGED

Shares249 from 249

Change0 (0%)

Value$5.4K (-$239)

Filed 2026-11-05

Parkside Financial Bank & Trust

UNCHANGED

Shares202 from 202

Change0 (0%)

Value$4.4K (-$194)

Filed 2026-10-27

Moneco Advisors, LLC

CLOSED

Shares0 from 10,223

Change-10,223 (-100%)

Value$0 (-$257.5K)

Filed 2026-11-05

Mather Group, Llc.

CLOSED

Shares0 from 3,788

Change-3,788 (-100%)

Value$0 (-$86.0K)

Filed 2026-10-14

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,300

Change-1,300 (-100%)

Value$0 (-$29.4K)

Filed 2026-11-02

UBS Group AG

N/A

Shares— from 976,161

Change-976,161 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 885,349

Change-885,349 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 532,804

Change-532,804 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 394,282

Change-394,282 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 374,409

Change-374,409 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 362,730

Change-362,730 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 345,777

Change-345,777 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 328,090

Change-328,090 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 312,533

Change-312,533 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 300,781

Change-300,781 (-100%)

Value—

Atlantic Private Wealth, LLC

N/A

Shares— from 293,989

Change-293,989 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 220,616

Change-220,616 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 203,434

Change-203,434 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 183,319

Change-183,319 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 157,946

Change-157,946 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 125,114

Change-125,114 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 121,448

Change-121,448 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 119,249

Change-119,249 (-100%)

Value—

Boston Family Office LLC

N/A

Shares— from 81,786

Change-81,786 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 66,535

Change-66,535 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 54,947

Change-54,947 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 47,922

Change-47,922 (-100%)

Value—

Reliant Wealth Planning

N/A

Shares— from 40,753

Change-40,753 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 31,918

Change-31,918 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 30,150

Change-30,150 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 29,537

Change-29,537 (-100%)

Value—

L2 Asset Management, LLC

N/A

Shares— from 29,150

Change-29,150 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 27,249

Change-27,249 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 27,226

Change-27,226 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 26,985

Change-26,985 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 26,230

Change-26,230 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 23,976

Change-23,976 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 23,189

Change-23,189 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 22,689

Change-22,689 (-100%)

Value—

Headinvest, LLC

N/A

Shares— from 20,602

Change-20,602 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 16,695

Change-16,695 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 16,387

Change-16,387 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 14,208

Change-14,208 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,098

Change-14,098 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 12,174

Change-12,174 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 11,934

Change-11,934 (-100%)

Value—

Strait & Sound Wealth Management LLC

N/A

Shares— from 11,702

Change-11,702 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 10,126

Change-10,126 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 9,152

Change-9,152 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 6,729

Change-6,729 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 6,653

Change-6,653 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 3,689

Change-3,689 (-100%)

Value—

CNB Bank

N/A

Shares— from 3,599

Change-3,599 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,925

Change-1,925 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,775

Change-1,775 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 900

Change-900 (-100%)

Value—

Logan Capital Management Inc

N/A

Shares— from 609

Change-609 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 555

Change-555 (-100%)

Value—

	Status
Krilogy Financial LLC	DECREASED	2,550,327	2,618,176	-67,849	-3%	$59.4M	$55.5M	-$3.9M	2026-10-13
Parcion Private Wealth LLC	NEW	1,181,630	—	+1,181,630	—	—	$25.7M	—	2026-10-28
Confluence Investment Management LLC	DECREASED	703,031	735,847	-32,816	-4%	$16.7M	$15.3M	-$1.4M	2026-10-01
D.A. Davidson & Co.	INCREASED	539,402	463,113	+76,289	+16%	$10.5M	$11.7M	+$1.2M	2026-10-28
Probity Advisors, Inc.	INCREASED	512,727	434,420	+78,307	+18%	$9.9M	$11.1M	+$1.3M	2026-10-23
Titleist Asset Management, LLC	INCREASED	485,641	439,395	+46,246	+11%	$10.0M	$10.6M	+$583.9K	2026-10-08
Truist Financial Corp	INCREASED	476,731	449,649	+27,082	+6%	$10.2M	$10.4M	+$157.5K	2026-10-30
Legacy Private Trust Co.	INCREASED	381,845	376,158	+5,687	+2%	$8.5M	$8.3M	-$237.1K	2026-10-06
Yoder Wealth Management, Inc.	INCREASED	268,144	216,814	+51,330	+24%	$4.9M	$5.8M	+$907.8K	2026-10-13
Asset Dedication, LLC	INCREASED	245,639	220,155	+25,484	+12%	$5.0M	$5.3M	+$342.8K	2026-11-03
Parallel Advisors, LLC	INCREASED	242,444	177,585	+64,859	+37%	$4.0M	$5.3M	+$1.2M	2026-11-03
Stockman Wealth Management, Inc.	INCREASED	235,483	218,588	+16,895	+8%	$5.0M	$5.1M	+$157.6K	2026-10-27
Accretive Wealth Partners, LLC	INCREASED	231,340	182,878	+48,462	+27%	$4.2M	$5.0M	+$878.0K	2026-11-06
Park Avenue Securities LLC	INCREASED	194,862	177,908	+16,954	+10%	$4.0M	$4.2K	-$4.0M	2026-10-26
James Investment Research, Inc.	DECREASED	162,249	164,188	-1,939	-1%	$3.7M	$3.5M	-$199.6K	2026-10-22
LPL Financial LLC	DECREASED	161,944	169,364	-7,420	-4%	$3.8M	$3.5M	-$323.7K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	159,087	156,395	+2,692	+2%	$3.5M	$3.5K	-$3.5M	2026-11-02
Choreo, LLC	NEW	138,159	—	+138,159	—	—	$3.0M	—	2026-10-28
Central Trust Co	INCREASED	135,761	118,224	+17,537	+15%	$2.7M	$3.0M	+$267.8K	2026-11-05
IFP Advisors, Inc	INCREASED	59,996	53,019	+6,977	+13%	$1.2M	$1.3M	+$100.8K	2026-10-16
Cushing Capital Partners, LLC	DECREASED	52,409	53,932	-1,523	-3%	$1.2M	$1.1M	-$84.8K	2026-10-20
Visionary Wealth Advisors	DECREASED	51,355	52,951	-1,596	-3%	$1.2M	$1.1M	-$85.5K	2026-11-04
Allworth Financial LP	NEW	49,631	—	+49,631	—	—	$1.1M	—	2026-11-06
Wealth Enhancement Advisory Services, LLC	NEW	46,472	—	+46,472	—	—	$1.0M	—	2026-10-13
Verus Capital Partners, LLC	DECREASED	45,868	49,452	-3,584	-7%	$1.1M	$997.0K	-$125.3K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	35,153	35,972	-819	-2%	$816.4K	$764.1K	-$52.3K	2026-11-02
4Wealth Advisors, Inc.	INCREASED	31,167	26,386	+4,781	+18%	$601.2K	$678.1K	+$76.9K	2026-10-13
Associated Banc-Corp	INCREASED	28,177	22,670	+5,507	+24%	$514.5K	$612.5K	+$98.0K	2026-10-30
XY Planning Network, Inc.	NEW	20,965	—	+20,965	—	—	$455.7K	—	2026-10-14
Moulton Wealth Management, Inc	DECREASED	19,891	20,401	-510	-2%	$461.2K	$432.3K	-$28.8K	2026-10-13
Jacobi Capital Management LLC	INCREASED	17,693	17,574	+119	+1%	$398.8K	$384.6K	-$14.3K	2026-11-05
MBA Advisors LLC	NEW	17,270	—	+17,270	—	—	$375.4K	—	2026-10-29
Great Diamond Partners, LLC	INCREASED	15,973	11,852	+4,121	+35%	$269.0K	$347.2K	+$78.2K	2026-10-13
Kestra Investment Management, LLC	UNCHANGED	15,822	15,822	0	0%	$359.1K	$343.9K	-$15.2K	2026-11-04
Hyposwiss Advisors SA	UNCHANGED	15,190	15,190	0	0%	$344.7K	$330.2K	-$14.6K	2026-10-26
Guidance Point Advisors, LLC	INCREASED	15,160	15,121	+39	+0%	$343.2K	$329.5K	-$13.7K	2026-10-15
Single Point Partners, LLC	UNCHANGED	14,585	14,585	0	0%	$331.0K	$317.0K	-$14.0K	2026-10-19
Brookstone Capital Management	DECREASED	14,006	15,477	-1,471	-9%	$351.3K	$304.4K	-$46.8K	2026-10-22
Lido Advisors, LLC	INCREASED	13,961	11,724	+2,237	+19%	$266.1K	$303.5K	+$37.4K	2026-11-04
Greater Midwest Financial Group, LLC	DECREASED	13,258	13,476	-218	-2%	$305.8K	$288.2K	-$17.7K	2026-10-13
Kestra Advisory Services, LLC	DECREASED	12,851	26,736	-13,885	-52%	$606.8K	$279.3K	-$327.4K	2026-11-02
Old Mission Investment Co LLC	INCREASED	11,940	10,485	+1,455	+14%	$238.0K	$259.5K	+$21.6K	2026-10-22
Physician Wealth Advisors, Inc.	INCREASED	11,729	8,082	+3,647	+45%	$183.4K	$254.9K	+$71.5K	2026-10-20
Mlp3, LLC	NEW	11,273	—	+11,273	—	—	$245.0K	—	2026-10-22
Compass Ion Advisors, LLC	UNCHANGED	11,200	11,200	0	0%	$254.2K	$243.4K	-$10.7K	2026-10-23
JIM Saulnier & Associates, LLC	INCREASED	11,032	10,923	+109	+1%	$247.9K	$239.8K	-$8.1K	2026-11-04
Signaturefd, LLC	UNCHANGED	11,010	11,010	0	0%	$249.9K	$239.3K	-$10.6K	2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC	UNCHANGED	10,073	10,073	0	0%	$228.6K	$218.9K	-$9.7K	2026-10-14
DecisionMap Wealth Management, LLC	NEW	9,259	—	+9,259	—	—	$201.3K	—	2026-10-29
Clearstead Advisors, LLC	NEW	5,737	—	+5,737	—	—	$124.7K	—	2026-11-06
Clayton Financial Group LLC	NEW	5,637	—	+5,637	—	—	$122.5K	—	2026-10-13
US Bancorp \de\	INCREASED	4,615	2,635	+1,980	+75%	$59.8K	$100.3K	+$40.5K	2026-11-05
Concord Wealth Partners	NEW	3,343	—	+3,343	—	—	$72.7K	—	2026-11-02
Fifth Third Bancorp	DECREASED	2,774	2,780	-6	0%	$63.1K	$60.3K	-$2.8K	2026-11-05
Citigroup Inc	NEW	2,476	—	+2,476	—	—	$53.8K	—	2026-11-04
Cherry Tree Wealth Management, LLC	UNCHANGED	2,365	2,365	0	0%	$53.7K	$51.4K	-$2.3K	2026-10-15
Laurel Wealth Advisors LLC	NEW	2,100	—	+2,100	—	—	$45.6K	—	2026-10-27
Clearstead Trust, LLC	UNCHANGED	1,954	1,954	0	0%	$44.3K	$42.5K	-$1.9K	2026-11-06
Bank of New Hampshire	INCREASED	1,000	800	+200	+25%	$18.2K	$21.7K	+$3.6K	2026-10-06
First Premier Bank	UNCHANGED	667	667	0	0%	$15	$14	-$1	2026-10-13
High Note Wealth, LLC	NEW	478	—	+478	—	—	$10.4K	—	2026-10-27
NBH Bank	UNCHANGED	249	249	0	0%	$5.7K	$5.4K	-$239	2026-11-05
Parkside Financial Bank & Trust	UNCHANGED	202	202	0	0%	$4.6K	$4.4K	-$194	2026-10-27
Moneco Advisors, LLC	CLOSED	0	10,223	-10,223	-100%	$257.5K	$0	-$257.5K	2026-11-05
Mather Group, Llc.	CLOSED	0	3,788	-3,788	-100%	$86.0K	$0	-$86.0K	2026-10-14
International Assets Investment Management, LLC	CLOSED	0	1,300	-1,300	-100%	$29.4K	$0	-$29.4K	2026-11-02
UBS Group AG	N/A	—	976,161	-976,161	-100%	$22.2M	—	—	—
Morgan Stanley	N/A	—	885,349	-885,349	-100%	$20.1M	—	—	—
Raymond James Financial Inc	N/A	—	532,804	-532,804	-100%	$12.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	394,282	-394,282	-100%	$8.9M	—	—	—
Snowden Capital Advisors LLC	N/A	—	374,409	-374,409	-100%	$8.5M	—	—	—
Wells Fargo & Company	N/A	—	362,730	-362,730	-100%	$8.2M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	345,777	-345,777	-100%	$7.8M	—	—	—
Ameriprise Financial Inc	N/A	—	328,090	-328,090	-100%	$7.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	312,533	-312,533	-100%	$7.1M	—	—	—
HighTower Advisors, LLC	N/A	—	300,781	-300,781	-100%	$6.8M	—	—	—
Atlantic Private Wealth, LLC	N/A	—	293,989	-293,989	-100%	$6.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	220,616	-220,616	-100%	$5.0M	—	—	—
Bank of America Corp	N/A	—	203,434	-203,434	-100%	$4.6M	—	—	—
Royal Bank of Canada	N/A	—	183,319	-183,319	-100%	$4.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	157,946	-157,946	-100%	$3.6M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	125,114	-125,114	-100%	$2.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	121,448	-121,448	-100%	$2.8M	—	—	—
Stifel Financial Corp	N/A	—	119,249	-119,249	-100%	$2.7M	—	—	—
Boston Family Office LLC	N/A	—	81,786	-81,786	-100%	$1.9M	—	—	—
Cetera Investment Advisers	N/A	—	66,535	-66,535	-100%	$1.5M	—	—	—
Private Advisor Group, LLC	N/A	—	54,947	-54,947	-100%	$1.2M	—	—	—
First National Bank of Omaha	N/A	—	47,922	-47,922	-100%	$1.1M	—	—	—
Reliant Wealth Planning	N/A	—	40,753	-40,753	-100%	$924.9K	—	—	—
Benjamin Edwards Inc	N/A	—	31,918	-31,918	-100%	$724.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	30,150	-30,150	-100%	$684.3K	—	—	—
Captrust Financial Advisors	N/A	—	29,537	-29,537	-100%	$670.3K	—	—	—
L2 Asset Management, LLC	N/A	—	29,150	-29,150	-100%	$661.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	27,249	-27,249	-100%	$618.4K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	27,226	-27,226	-100%	$617.9K	—	—	—
Leavell Investment Management, Inc.	N/A	—	26,985	-26,985	-100%	$612.4K	—	—	—
AQR Capital Management LLC	N/A	—	26,230	-26,230	-100%	$595.3K	—	—	—
Modern Wealth Management, LLC	N/A	—	23,976	-23,976	-100%	$544.1K	—	—	—
Jane Street Group, LLC	N/A	—	23,189	-23,189	-100%	$526.3K	—	—	—
MML Investors Services, LLC	N/A	—	22,689	-22,689	-100%	$514.9K	—	—	—
Headinvest, LLC	N/A	—	20,602	-20,602	-100%	$467.6K	—	—	—
Belpointe Asset Management LLC	N/A	—	16,695	-16,695	-100%	$378.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	16,387	-16,387	-100%	$371.9K	—	—	—
Cary Street Partners Financial LLC	N/A	—	14,208	-14,208	-100%	$322.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	14,098	-14,098	-100%	$320.0K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	12,174	-12,174	-100%	$276.3K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	11,934	-11,934	-100%	$270.8K	—	—	—
Strait & Sound Wealth Management LLC	N/A	—	11,702	-11,702	-100%	$265.6K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	10,126	-10,126	-100%	$229.8K	—	—	—
Coldstream Capital Management Inc	N/A	—	9,152	-9,152	-100%	$207.7K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	6,729	-6,729	-100%	$152.7K	—	—	—
JPL Wealth Management, LLC	N/A	—	6,653	-6,653	-100%	$151.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	3,689	-3,689	-100%	$83.7K	—	—	—
CNB Bank	N/A	—	3,599	-3,599	-100%	$81.7K	—	—	—
FMR LLC	N/A	—	2,750	-2,750	-100%	$62.4K	—	—	—
Harbour Investments, Inc.	N/A	—	1,925	-1,925	-100%	$43.7K	—	—	—
Bogart Wealth, LLC	N/A	—	1,775	-1,775	-100%	$40.3K	—	—	—
Crews Bank & Trust	N/A	—	1,100	-1,100	-100%	$25.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	900	-900	-100%	$20.4K	—	—	—
Logan Capital Management Inc	N/A	—	609	-609	-100%	$13.8K	—	—	—
Bank of Montreal	N/A	—	555	-555	-100%	$12.6K	—	—	—

Showing 121 of 121 institutions