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Ishares Ibonds 2029 TM HY in (IBHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighTower Advisors, LLC
INCREASED
Shares1,028,420 from 964,286
Change+64,134 (+7%)
Value$23.5M (+$924.2K)
Filed 2026-11-10
LPL Financial LLC
INCREASED
Shares560,786 from 488,748
Change+72,038 (+15%)
Value$12.8M (+$1.4M)
Filed 2026-11-06
Littlejohn Financial Services, Inc.
INCREASED
Shares548,368 from 285,227
Change+263,141 (+92%)
Value$12.5M (+$5.8M)
Filed 2026-11-06
Scissortail Wealth Management, LLC
INCREASED
Shares510,793 from 494,248
Change+16,545 (+3%)
Value$11.7M (+$101.0K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares458,379 from 515,401
Change-57,022 (-11%)
Value$10.5M (-$1.6M)
Filed 2026-11-02
Ironwood Financial, llc
INCREASED
Shares354,860 from 222,822
Change+132,038 (+59%)
Value$8.1M (+$2.9M)
Filed 2026-10-20
Marathon Mission, Inc.
INCREASED
Shares236,578 from 220,063
Change+16,515 (+8%)
Value$5.4M (+$253.8K)
Filed 2026-10-01
Delta Wealth Advisors LLC
INCREASED
Shares233,879 from 232,059
Change+1,820 (+1%)
Value$5.3M (-$88.4K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares156,003 from 140,866
Change+15,137 (+11%)
Value$3.6M (+$267.0K)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares144,942 from 144,942
Change0 (0%)
Value$3.3M (-$81.2K)
Filed 2026-10-23
Straight Path Wealth Management
INCREASED
Shares130,451 from 128,362
Change+2,089 (+2%)
Value$3.0M (-$24.2K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED
Shares93,935 from 77,785
Change+16,150 (+21%)
Value$2.1M (+$325.1K)
Filed 2026-10-26
Sigma Planning Corp
INCREASED
Shares85,752 from 82,373
Change+3,379 (+4%)
Value$2.0M (+$31.0K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares73,690 from 54,010
Change+19,680 (+36%)
Value$1.7M (+$419.0K)
Filed 2026-10-16
Whalen Wealth Management Inc.
NEW
Shares72,525
Change+72,525
Value$1.7M
Filed 2026-10-08
High Note Wealth, LLC
INCREASED
Shares55,837 from 35,547
Change+20,290 (+57%)
Value$1.3M (+$443.3K)
Filed 2026-10-27
Focused Alpha, LLC
INCREASED
Shares44,802 from 39,247
Change+5,555 (+14%)
Value$1.0M (+$104.8K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares44,000 from 99,393
Change-55,393 (-56%)
Value$1.0M (-$1.3M)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
INCREASED
Shares40,778 from 23,065
Change+17,713 (+77%)
Value$931.0K (+$391.5K)
Filed 2026-10-16
Bullock Wealth Management Group
INCREASED
Shares37,800 from 35,995
Change+1,805 (+5%)
Value$858.1K (+$19.4K)
Filed 2026-10-09
Cyr Financial Inc.
DECREASED
Shares34,816 from 35,657
Change-841 (-2%)
Value$794.8K (-$39.2K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares33,658 from 22,550
Change+11,108 (+49%)
Value$764.0K (+$237.0K)
Filed 2026-11-05
Guidance Point Advisors, LLC
INCREASED
Shares32,284 from 20,925
Change+11,359 (+54%)
Value$737.3K (+$247.7K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares30,926 from 29,718
Change+1,208 (+4%)
Value$706.0K (+$10.9K)
Filed 2026-11-06
Lido Advisors, LLC
DECREASED
Shares25,033 from 44,828
Change-19,795 (-44%)
Value$571.5K (-$477.0K)
Filed 2026-11-04
Aspen Wealth Management LLC
DECREASED
Shares20,821 from 33,329
Change-12,508 (-38%)
Value$475.3K (-$304.2K)
Filed 2026-10-14
Occidental Asset Management, LLC
INCREASED
Shares18,471 from 14,871
Change+3,600 (+24%)
Value$421.7K (+$73.9K)
Filed 2026-11-05
Segment Wealth Management, LLC
INCREASED
Shares16,755 from 16,215
Change+540 (+3%)
Value$382.5K (+$3.2K)
Filed 2026-10-26
River's Edge Wealth Management, LLC
INCREASED
Shares15,317 from 15,228
Change+89 (+1%)
Value$349.2K (-$5.6K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
NEW
Shares14,500
Change+14,500
Value$331.0K
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares14,129 from 12,725
Change+1,404 (+11%)
Value$322.6K (+$24.9K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares13,728 from 15,046
Change-1,318 (-9%)
Value$313.4K (-$38.5K)
Filed 2026-10-16
Windsor Capital Management, LLC
INCREASED
Shares13,114 from 11,330
Change+1,784 (+16%)
Value$299.4K (+$34.4K)
Filed 2026-10-13
Belpointe Asset Management LLC
UNCHANGED
Shares12,730 from 12,730
Change0 (0%)
Value$290.6K (-$7.1K)
Filed 2026-11-09
Daviman Financial, LLC
INCREASED
Shares12,089 from 9,769
Change+2,320 (+24%)
Value$276.0K (+$47.5K)
Filed 2026-11-06
Ellis Investment Partners, LLC
INCREASED
Shares11,254 from 11,187
Change+67 (+1%)
Value$256.9K (-$4.7K)
Filed 2026-10-21
1900 Wealth Management LLC
INCREASED
Shares10,937 from 9,817
Change+1,120 (+11%)
Value$249.7K (+$20.1K)
Filed 2026-10-13
Freestone Capital Holdings, LLC
DECREASED
Shares10,717 from 11,245
Change-528 (-5%)
Value$244.7K (-$18.4K)
Filed 2026-11-09
Tableaux LLC
DECREASED
Shares9,174 from 9,224
Change-50 (-1%)
Value$209.4K (-$6.3K)
Filed 2026-10-23
Alaska Permanent Capital Management, LLC
INCREASED
Shares7,072 from 6,956
Change+116 (+2%)
Value$161.2K (-$1.0K)
Filed 2026-11-09
Activest Wealth Management
UNCHANGED
Shares6,510 from 6,510
Change0 (0%)
Value$148.6K (-$3.6K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares5,400 from 1,350
Change+4,050 (+300%)
Value$123.3K (+$91.7K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares4,514 from 4,514
Change0 (0%)
Value$103.1K (-$2.5K)
Filed 2026-11-03
Barrett & Company, Inc.
INCREASED
Shares3,869 from 1,944
Change+1,925 (+99%)
Value$88.9K (+$43.4K)
Filed 2026-10-22
CNB Bank
UNCHANGED
Shares3,724 from 3,724
Change0 (0%)
Value$85.0K (-$2.1K)
Filed 2026-11-09
Allworth Financial LP
NEW
Shares2,302
Change+2,302
Value$53.9K
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,018 from 2,018
Change0 (0%)
Value$46.1K (-$1.1K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares1,558 from 1,532
Change+26 (+2%)
Value$35.6K (-$278)
Filed 2026-11-02
Clearstead Advisors, LLC
NEW
Shares1,547
Change+1,547
Value$35.3K
Filed 2026-11-06
10Elms LLP
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$28.6K (-$701)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares863 from 849
Change+14 (+2%)
Value$19.7K (-$154)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares750
Change+750
Value$17.1K
Filed 2026-11-03
J. R. Prunier Capital Management LLC
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$13.7K (-$337)
Filed 2026-11-09
Rossby Financial, LCC
NEW
Shares503
Change+503
Value$11.5K
Filed 2026-11-05
Financial Consulate, Inc
NEW
Shares288
Change+288
Value$6.6K
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares230
Change+230
Value$5.3K
Filed 2026-11-05
Keeler Thomas Management LLC
CLOSED
Shares0 from 56,038
Change-56,038 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Legacy Trust
CLOSED
Shares0 from 11,339
Change-11,339 (-100%)
Value$0 (-$265.2K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 7,217
Change-7,217 (-100%)
Value$0 (-$168.8K)
Filed 2026-10-28
Farther Finance Advisors, LLC
CLOSED
Shares0 from 699
Change-699 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-08
Harbour Investments, Inc.
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-09
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,709,445
Change-1,709,445 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,687,300
Change-1,687,300 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,556,885
Change-1,556,885 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 907,747
Change-907,747 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 710,128
Change-710,128 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 442,891
Change-442,891 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 292,785
Change-292,785 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 220,854
Change-220,854 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 185,493
Change-185,493 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 152,594
Change-152,594 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 146,393
Change-146,393 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 132,704
Change-132,704 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 123,525
Change-123,525 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 120,176
Change-120,176 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 71,612
Change-71,612 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 69,368
Change-69,368 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 59,886
Change-59,886 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,551
Change-43,551 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 36,954
Change-36,954 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 31,776
Change-31,776 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 31,383
Change-31,383 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 31,369
Change-31,369 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 30,962
Change-30,962 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,123
Change-21,123 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,423
Change-19,423 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,431
Change-18,431 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 18,431
Change-18,431 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,116
Change-18,116 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 17,947
Change-17,947 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,539
Change-16,539 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,913
Change-14,913 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 11,610
Change-11,610 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,505
Change-11,505 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,086
Change-11,086 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,364
Change-10,364 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 9,303
Change-9,303 (-100%)
Value—
Summitry LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 446
Change-446 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
HighTower Advisors, LLC
INCREASED1,028,420964,286+64,134+7%$22.6M$23.5M+$924.2K2026-11-10
LPL Financial LLC
INCREASED560,786488,748+72,038+15%$11.4M$12.8M+$1.4M2026-11-06
Littlejohn Financial Services, Inc.
INCREASED548,368285,227+263,141+92%$6.7M$12.5M+$5.8M2026-11-06
Scissortail Wealth Management, LLC
INCREASED510,793494,248+16,545+3%$11.6M$11.7M+$101.0K2026-11-03
Commonwealth Equity Services, LLC
DECREASED458,379515,401-57,022-11%$12.1M$10.5M-$1.6M2026-11-02
Ironwood Financial, llc
INCREASED354,860222,822+132,038+59%$5.2M$8.1M+$2.9M2026-10-20
Marathon Mission, Inc.
INCREASED236,578220,063+16,515+8%$5.1M$5.4M+$253.8K2026-10-01
Delta Wealth Advisors LLC
INCREASED233,879232,059+1,820+1%$5.4M$5.3M-$88.4K2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED156,003140,866+15,137+11%$3.3M$3.6M+$267.0K2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED144,942144,94200%$3.4M$3.3M-$81.2K2026-10-23
Straight Path Wealth Management
INCREASED130,451128,362+2,089+2%$3.0M$3.0M-$24.2K2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED93,93577,785+16,150+21%$1.8M$2.1M+$325.1K2026-10-26
Sigma Planning Corp
INCREASED85,75282,373+3,379+4%$1.9M$2.0M+$31.0K2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED73,69054,010+19,680+36%$1.3M$1.7M+$419.0K2026-10-16
Whalen Wealth Management Inc.
NEW72,525—+72,525——$1.7M—2026-10-08
High Note Wealth, LLC
INCREASED55,83735,547+20,290+57%$831.4K$1.3M+$443.3K2026-10-27
Focused Alpha, LLC
INCREASED44,80239,247+5,555+14%$918.0K$1.0M+$104.8K2026-10-20
Commonwealth Financial Services, LLC
DECREASED44,00099,393-55,393-56%$2.3M$1.0M-$1.3M2026-10-20
Quad-Cities Investment Group, LLC
INCREASED40,77823,065+17,713+77%$539.5K$931.0K+$391.5K2026-10-16
Bullock Wealth Management Group
INCREASED37,80035,995+1,805+5%$838.7K$858.1K+$19.4K2026-10-09
Cyr Financial Inc.
DECREASED34,81635,657-841-2%$834.0K$794.8K-$39.2K2026-10-16
Thrivent Financial for Lutherans
INCREASED33,65822,550+11,108+49%$527.0K$764.0K+$237.0K2026-11-05
Guidance Point Advisors, LLC
INCREASED32,28420,925+11,359+54%$489.6K$737.3K+$247.7K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED30,92629,718+1,208+4%$695.1K$706.0K+$10.9K2026-11-06
Lido Advisors, LLC
DECREASED25,03344,828-19,795-44%$1.0M$571.5K-$477.0K2026-11-04
Aspen Wealth Management LLC
DECREASED20,82133,329-12,508-38%$779.6K$475.3K-$304.2K2026-10-14
Occidental Asset Management, LLC
INCREASED18,47114,871+3,600+24%$347.8K$421.7K+$73.9K2026-11-05
Segment Wealth Management, LLC
INCREASED16,75516,215+540+3%$379.3K$382.5K+$3.2K2026-10-26
River's Edge Wealth Management, LLC
INCREASED15,31715,228+89+1%$354.8K$349.2K-$5.6K2026-10-19
Amplius Wealth Advisors, LLC
NEW14,500—+14,500——$331.0K—2026-10-20
Gamma Investing LLC
INCREASED14,12912,725+1,404+11%$297.6K$322.6K+$24.9K2026-10-08
IFP Advisors, Inc
DECREASED13,72815,046-1,318-9%$351.9K$313.4K-$38.5K2026-10-16
Windsor Capital Management, LLC
INCREASED13,11411,330+1,784+16%$265.0K$299.4K+$34.4K2026-10-13
Belpointe Asset Management LLC
UNCHANGED12,73012,73000%$297.8K$290.6K-$7.1K2026-11-09
Daviman Financial, LLC
INCREASED12,0899,769+2,320+24%$228.5K$276.0K+$47.5K2026-11-06
Ellis Investment Partners, LLC
INCREASED11,25411,187+67+1%$261.7K$256.9K-$4.7K2026-10-21
1900 Wealth Management LLC
INCREASED10,9379,817+1,120+11%$229.6K$249.7K+$20.1K2026-10-13
Freestone Capital Holdings, LLC
DECREASED10,71711,245-528-5%$263.0K$244.7K-$18.4K2026-11-09
Tableaux LLC
DECREASED9,1749,224-50-1%$215.7K$209.4K-$6.3K2026-10-23
Alaska Permanent Capital Management, LLC
INCREASED7,0726,956+116+2%$162.2K$161.2K-$1.0K2026-11-09
Activest Wealth Management
UNCHANGED6,5106,51000%$152.3K$148.6K-$3.6K2026-10-15
Parallel Advisors, LLC
INCREASED5,4001,350+4,050+300%$31.6K$123.3K+$91.7K2026-11-03
Ashton Thomas Private Wealth, LLC
UNCHANGED4,5144,51400%$105.6K$103.1K-$2.5K2026-11-03
Barrett & Company, Inc.
INCREASED3,8691,944+1,925+99%$45.5K$88.9K+$43.4K2026-10-22
CNB Bank
UNCHANGED3,7243,72400%$87.1K$85.0K-$2.1K2026-11-09
Allworth Financial LP
NEW2,302—+2,302——$53.9K—2026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED2,0182,01800%$47.2K$46.1K-$1.1K2026-10-15
Golden State Wealth Management, LLC
INCREASED1,5581,532+26+2%$35.9K$35.6K-$2782026-11-02
Clearstead Advisors, LLC
NEW1,547—+1,547——$35.3K—2026-11-06
10Elms LLP
UNCHANGED1,2511,25100%$29.3K$28.6K-$7012026-11-06
Blue Trust, Inc.
INCREASED863849+14+2%$19.8K$19.7K-$1542026-10-15
Ascentis Independent Advisors
NEW750—+750——$17.1K—2026-11-03
J. R. Prunier Capital Management LLC
UNCHANGED60160100%$14.1K$13.7K-$3372026-11-09
Rossby Financial, LCC
NEW503—+503——$11.5K—2026-11-05
Financial Consulate, Inc
NEW288—+288——$6.6K—2026-10-23
Jacobi Capital Management LLC
NEW230—+230——$5.3K—2026-11-05
Keeler Thomas Management LLC
CLOSED056,038-56,038-100%$1.3M$0-$1.3M2026-10-29
Legacy Trust
CLOSED011,339-11,339-100%$265.2K$0-$265.2K2026-11-06
MCF Advisors LLC
CLOSED07,217-7,217-100%$168.8K$0-$168.8K2026-10-28
Farther Finance Advisors, LLC
CLOSED0699-699-100%$16.4K$0-$16.4K2026-10-08
Harbour Investments, Inc.
CLOSED067-67-100%$1.6K$0-$1.6K2026-11-09
Lbmc Investment Advisors, LLC
N/A—1,709,445-1,709,445-100%$40.0M———
Northwestern Mutual Wealth Management Co
N/A—1,687,300-1,687,300-100%$39.5M———
Morgan Stanley
N/A—1,556,885-1,556,885-100%$36.4M———
NewEdge Advisors, LLC
N/A—907,747-907,747-100%$21.2M———
Baltimore-Washington Financial Advisors, Inc.
N/A—710,128-710,128-100%$16.6M———
Bank of America Corp
N/A—442,891-442,891-100%$10.4M———
Mutual Advisors, LLC
N/A—292,785-292,785-100%$6.8M———
Stratos Wealth Partners, Ltd.
N/A—220,854-220,854-100%$5.2M———
BlackRock, Inc.
N/A—185,493-185,493-100%$4.3M———
Raymond James Financial Inc
N/A—152,594-152,594-100%$3.6M———
Envestnet Asset Management Inc
N/A—146,393-146,393-100%$3.4M———
Wells Fargo & Company
N/A—132,704-132,704-100%$3.1M———
Integrated Wealth Concepts LLC
N/A—123,525-123,525-100%$2.9M———
Mercer Global Advisors Inc
N/A—120,176-120,176-100%$2.8M———
First Western Trust Bank
N/A—71,612-71,612-100%$1.7M———
Beacon Pointe Advisors, LLC
N/A—69,368-69,368-100%$1.6M———
Jane Street Group, LLC
N/A—59,886-59,886-100%$1.4M———
UBS Group AG
N/A—43,551-43,551-100%$1.0M———
Royal Bank of Canada
N/A—36,954-36,954-100%$865.0K———
Cetera Investment Advisers
N/A—31,776-31,776-100%$743.2K———
Wrapmanager Inc
N/A—31,383-31,383-100%$734.0K———
Insigneo Advisory Services, LLC
N/A—31,369-31,369-100%$733.7K———
Heartland Bank & Trust Co
N/A—30,962-30,962-100%$724.2K———
Osaic Holdings, Inc.
N/A—21,123-21,123-100%$494.1K———
Stifel Financial Corp
N/A—19,423-19,423-100%$454.3K———
BFC Planning, Inc.
N/A—18,431-18,431-100%$431.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—18,431-18,431-100%$431.1K———
Snowden Capital Advisors LLC
N/A—18,116-18,116-100%$423.7K———
Ruggaard & Associates LLC
N/A—17,947-17,947-100%$419.8K———
Captrust Financial Advisors
N/A—16,539-16,539-100%$386.8K———
Private Advisor Group, LLC
N/A—14,913-14,913-100%$348.8K———
Madden Advisory Services, Inc.
N/A—11,610-11,610-100%$271.6K———
Waverly Advisors, LLC
N/A—11,505-11,505-100%$269.1K———
Citadel Advisors LLC
N/A—11,086-11,086-100%$259.3K———
Cerity Partners LLC
N/A—10,364-10,364-100%$242.4K———
Headinvest, LLC
N/A—9,303-9,303-100%$217.6K———
Summitry LLC
N/A—8,865-8,865-100%$207.4K———
Global Retirement Partners, LLC
N/A—6,586-6,586-100%$154.0K———
Orion Capital Management LLC
N/A—5,000-5,000-100%$117.0K———
Fiduciary Financial Advisors
N/A—2,751-2,751-100%$64.3K———
Napier Financial, LLC
N/A—2,222-2,222-100%$52.0K———
Atomic Invest LLC
N/A—750-750-100%$17.5K———
Bogart Wealth, LLC
N/A—634-634-100%$14.8K———
HM Payson & Co
N/A—446-446-100%$10.4K———
Basepoint Wealth LLC
N/A—50-50-100%$1.2K———
Showing 106 of 106 institutions