IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishr ESG Advn Universal Bd-$ (EUSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IMPACTfolio, LLC
INCREASED
Shares685,732 from 638,127
Change+47,605 (+7%)
Value$28.5M (+$779.3K)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares570,552 from 545,647
Change+24,905 (+5%)
Value$23.7M (+$9.5K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares275,210 from 272,256
Change+2,954 (+1%)
Value$12.0M (+$128.4K)
Filed 2026-11-06
Sofi Wealth, LLC
INCREASED
Shares223,965 from 93,698
Change+130,267 (+139%)
Value$9.3M (+$5.2M)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares216,191 from 376,418
Change-160,227 (-43%)
Value$9.0M (-$7.4M)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
INCREASED
Shares169,727 from 152,643
Change+17,084 (+11%)
Value$7.1M (+$423.2K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares111,230 from 99,965
Change+11,265 (+11%)
Value$4.6M (+$280.3K)
Filed 2026-10-22
Stewardship Advisors, LLC
DECREASED
Shares86,279 from 87,081
Change-802 (-1%)
Value$3.6M (-$197.1K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares76,519 from 73,634
Change+2,885 (+4%)
Value$3.2M (-$18.5K)
Filed 2026-11-05
Jordan Park Group LLC
UNCHANGED
Shares74,646 from 74,646
Change0 (0%)
Value$3.1M (-$140.3K)
Filed 2026-11-06
Xena Financial Planning, LLC
DECREASED
Shares72,015 from 76,669
Change-4,654 (-6%)
Value$3.0M (-$337.6K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares64,240 from 30,971
Change+33,269 (+107%)
Value$2.7M (+$1.3M)
Filed 2026-10-29
Archer Investment Management, LLC
DECREASED
Shares54,885 from 76,663
Change-21,778 (-28%)
Value$2.3M (-$1.0M)
Filed 2026-10-13
Accredited Investors Inc.
INCREASED
Shares51,448 from 51,114
Change+334 (+1%)
Value$2.1M (-$82.2K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares51,130 from 50,814
Change+316 (+1%)
Value$2.1M (-$82.4K)
Filed 2026-11-06
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares42,836 from 40,628
Change+2,208 (+5%)
Value$1.8M (+$15.4K)
Filed 2026-10-15
Johnson Bixby & Associates, LLC
INCREASED
Shares37,517 from 31,489
Change+6,028 (+19%)
Value$1.6M (+$191.4K)
Filed 2026-10-14
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares36,633 from 38,808
Change-2,175 (-6%)
Value$1.5M (-$163.4K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares33,807 from 31,054
Change+2,753 (+9%)
Value$1.4M (+$56.1K)
Filed 2026-11-02
Bfsg, LLC
DECREASED
Shares30,482 from 31,335
Change-853 (-3%)
Value$1.3M (-$94.4K)
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares26,079 from 21,935
Change+4,144 (+19%)
Value$1.1M (+$131.0K)
Filed 2026-10-22
Central Pacific Bank - Trust Division
INCREASED
Shares24,818 from 23,547
Change+1,271 (+5%)
Value$1.0M (+$8.6K)
Filed 2026-10-06
Grimes & Co Wealth Management, LLC
NEW
Shares23,226
Change+23,226
Value$965.5K
Filed 2026-10-29
Sharkey, Howes & Javer
INCREASED
Shares20,693 from 20,640
Change+53 (+0%)
Value$860.2K (-$36.6K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
DECREASED
Shares20,612 from 21,324
Change-712 (-3%)
Value$856.8K (-$66.3K)
Filed 2026-11-02
Tarbox Family Office, Inc.
DECREASED
Shares18,368 from 42,320
Change-23,952 (-57%)
Value$763.5K (-$1.1M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,801 from 18,843
Change-1,042 (-6%)
Value$740.0K (-$79.0K)
Filed 2026-11-02
Valley National Advisers Inc
INCREASED
Shares17,606 from 15,727
Change+1,879 (+12%)
Value$731.9K (+$48.6K)
Filed 2026-10-23
Goldstein Advisors, LLC
INCREASED
Shares15,355 from 14,497
Change+858 (+6%)
Value$638.3K (+$8.4K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares15,339 from 14,184
Change+1,155 (+8%)
Value$637.6K (+$21.4K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
NEW
Shares14,509
Change+14,509
Value$603.1K
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares14,258 from 15,977
Change-1,719 (-11%)
Value$592.7K (-$101.5K)
Filed 2026-10-21
Rockport Wealth LLC
UNCHANGED
Shares14,080 from 14,080
Change0 (0%)
Value$585.3K (-$26.5K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares13,817 from 19,463
Change-5,646 (-29%)
Value$574.4K (-$271.3K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
DECREASED
Shares13,658 from 13,844
Change-186 (-1%)
Value$567.8K (-$33.8K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares13,291 from 16,888
Change-3,597 (-21%)
Value$552.5K (-$181.3K)
Filed 2026-11-06
Essential Planning, Llc.
DECREASED
Shares13,113 from 13,177
Change-64 (0%)
Value$545.1K (-$27.4K)
Filed 2026-10-21
Milestone Investment Advisors LLC
DECREASED
Shares12,930 from 13,060
Change-130 (-1%)
Value$537.5K (-$30.0K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares12,873 from 20,941
Change-8,068 (-39%)
Value$535.0K (-$375.0K)
Filed 2026-10-26
Theory Financial LLC
INCREASED
Shares12,676 from 12,220
Change+456 (+4%)
Value$526.9K (-$4.0K)
Filed 2026-11-09
Traveka Wealth, LLC
INCREASED
Shares12,321 from 11,899
Change+422 (+4%)
Value$512.2K (-$4.8K)
Filed 2026-10-19
Keener Financial Planning LLC
INCREASED
Shares11,969 from 11,142
Change+827 (+7%)
Value$497.6K (+$13.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares11,752 from 12,059
Change-307 (-3%)
Value$488.5K (-$35.4K)
Filed 2026-10-08
Hofer & Associates. Inc
NEW
Shares10,791
Change+10,791
Value$448.6K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares10,791 from 10,772
Change+19 (+0%)
Value$448.6K (-$19.5K)
Filed 2026-10-14
Avise Financial Cooperative, Inc.
INCREASED
Shares10,352 from 10,319
Change+33 (+0%)
Value$430.3K (-$18.0K)
Filed 2026-11-09
Walkner Condon Financial Advisors LLC
INCREASED
Shares10,145 from 9,922
Change+223 (+2%)
Value$421.7K (-$9.4K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares9,820 from 9,735
Change+85 (+1%)
Value$407.5K (-$12.4K)
Filed 2026-10-08
Balance Wealth Partners LLC
INCREASED
Shares9,313 from 9,275
Change+38 (+0%)
Value$387.2K (-$15.9K)
Filed 2026-10-27
Endeavor Private Wealth, Inc.
INCREASED
Shares9,292 from 9,224
Change+68 (+1%)
Value$386.3K (-$14.5K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares9,187 from 7,992
Change+1,195 (+15%)
Value$381.9K (+$34.7K)
Filed 2026-10-16
Valmark Advisers, Inc.
UNCHANGED
Shares9,066 from 9,066
Change0 (0%)
Value$376.9K (-$17.0K)
Filed 2026-11-06
Schmidt P J Investment Management Inc
UNCHANGED
Shares8,713 from 8,713
Change0 (0%)
Value$362.2K (-$16.4K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares8,672 from 9,025
Change-353 (-4%)
Value$360.5K (-$31.7K)
Filed 2026-11-06
Western Wealth Management, LLC
INCREASED
Shares8,648 from 7,504
Change+1,144 (+15%)
Value$359.5K (+$33.5K)
Filed 2026-11-09
SigFig Wealth Management, LLC
INCREASED
Shares8,362 from 7,835
Change+527 (+7%)
Value$347.6K (+$5.9K)
Filed 2026-10-07
HighTower Advisors, LLC
DECREASED
Shares8,183 from 8,203
Change-20 (0%)
Value$340.2K (-$16.3K)
Filed 2026-11-10
Brewster Financial Planning LLC
INCREASED
Shares7,945 from 7,431
Change+514 (+7%)
Value$330.3K (+$7.4K)
Filed 2026-10-13
Advisory Solutions Group, LLC
DECREASED
Shares7,895 from 8,023
Change-128 (-2%)
Value$328.2K (-$20.4K)
Filed 2026-10-14
Harbour Investments, Inc.
INCREASED
Shares7,833 from 7,177
Change+656 (+9%)
Value$325.6K (+$13.8K)
Filed 2026-11-09
Two West Capital Advisors LLC
INCREASED
Shares7,364 from 7,323
Change+41 (+1%)
Value$306.3K (-$9.0K)
Filed 2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED
Shares7,277 from 7,209
Change+68 (+1%)
Value$302.5K (-$10.7K)
Filed 2026-11-03
Whitegate Investment Counselors, Inc.
INCREASED
Shares6,981 from 6,379
Change+602 (+9%)
Value$290.2K (+$13.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares6,928 from 6,908
Change+20 (+0%)
Value$288.0K (-$12.1K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
NEW
Shares6,397
Change+6,397
Value$265.9K
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares6,148 from 6,307
Change-159 (-3%)
Value$255.6K (-$18.5K)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares6,130 from 6,117
Change+13 (+0%)
Value$254.8K (-$11.0K)
Filed 2026-10-28
Skyline Advisors, Inc.
DECREASED
Shares6,045 from 9,678
Change-3,633 (-38%)
Value$251.3K (-$169.2K)
Filed 2026-11-03
Bestgate Wealth Advisors, LLC
NEW
Shares5,869
Change+5,869
Value$244.0K
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares5,729 from 5,634
Change+95 (+2%)
Value$238.1K (-$6.6K)
Filed 2026-11-05
Key FInancial Inc
INCREASED
Shares4,405 from 3,630
Change+775 (+21%)
Value$183.1K (+$25.4K)
Filed 2026-11-02
Godfrey Financial Associates, Inc.
INCREASED
Shares4,107 from 3,239
Change+868 (+27%)
Value$170.7K (+$30.0K)
Filed 2026-11-10
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,057 from 4,159
Change-102 (-2%)
Value$168.6K (-$12.1K)
Filed 2026-11-03
Hanson & Doremus Investment Management
INCREASED
Shares2,822 from 2,796
Change+26 (+1%)
Value$117.0K (-$4.0K)
Filed 2026-10-16
Armor Investment Advisors, LLC
DECREASED
Shares2,043 from 2,051
Change-8 (0%)
Value$84.9K (-$4.2K)
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$38.7K (-$1.8K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares864 from 1,164
Change-300 (-26%)
Value$35.9K (-$14.7K)
Filed 2026-10-28
Triumph Capital Management
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$25.2K (-$1.1K)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$17.8K (-$805)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares368 from 293
Change+75 (+26%)
Value$15.3K (+$2.6K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
DECREASED
Shares358 from 369
Change-11 (-3%)
Value$14.9K (-$1.2K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares308 from 157
Change+151 (+96%)
Value$12.8K (+$6.0K)
Filed 2026-10-16
Bare Financial Services, Inc
NEW
Shares288
Change+288
Value$12.0K
Filed 2026-11-04
Decker Retirement Planning Inc.
DECREASED
Shares278 from 103,122
Change-102,844 (-100%)
Value$11.6K (-$4.5M)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares256 from 253
Change+3 (+1%)
Value$10.6K (-$370)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares219
Change+219
Value$9.1K
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$4.4K (-$197)
Filed 2026-11-02
Barrett & Company, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.9K (-$131)
Filed 2026-10-22
CoreCap Advisors, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$2.7K (-$124)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares58
Change+58
Value$2.4K
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares48 from 42
Change+6 (+14%)
Value$2.0K (+$170)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$333 (-$15)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
NEW
Shares1
Change+1
Value$42
Filed 2026-11-05
One Wealth Capital Management, LLC
CLOSED
Shares0 from 4,915
Change-4,915 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 4,768
Change-4,768 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 817
Change-817 (-100%)
Value$0 (-$35.5K)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 5,803,299
Change-5,803,299 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 525,409
Change-525,409 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 412,309
Change-412,309 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 366,740
Change-366,740 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 314,386
Change-314,386 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 173,077
Change-173,077 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 161,071
Change-161,071 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 160,267
Change-160,267 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 96,390
Change-96,390 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 93,372
Change-93,372 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 78,761
Change-78,761 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 76,171
Change-76,171 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 72,905
Change-72,905 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 71,252
Change-71,252 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 70,839
Change-70,839 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 67,315
Change-67,315 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 65,555
Change-65,555 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 58,916
Change-58,916 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 52,950
Change-52,950 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 51,593
Change-51,593 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 48,694
Change-48,694 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 47,230
Change-47,230 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 46,283
Change-46,283 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 41,300
Change-41,300 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 36,760
Change-36,760 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,334
Change-36,334 (-100%)
Value—
UBS Group AG
N/A
Shares— from 36,187
Change-36,187 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 35,865
Change-35,865 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 34,335
Change-34,335 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,401
Change-30,401 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 29,562
Change-29,562 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 24,635
Change-24,635 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,237
Change-24,237 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 22,360
Change-22,360 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 22,260
Change-22,260 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 22,135
Change-22,135 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,116
Change-20,116 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 17,402
Change-17,402 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 16,584
Change-16,584 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,843
Change-15,843 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 14,585
Change-14,585 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 14,274
Change-14,274 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,099
Change-14,099 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 13,553
Change-13,553 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,486
Change-9,486 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,918
Change-8,918 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,469
Change-7,469 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,137
Change-7,137 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,762
Change-6,762 (-100%)
Value—
&partners
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 354
Change-354 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 350
Change-350 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 227
Change-227 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 68
Change-68 (-100%)
Value—
FMR LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8
Change-8 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
IMPACTfolio, LLC
INCREASED685,732638,127+47,605+7%$27.7M$28.5M+$779.3K2026-10-28
LPL Financial LLC
INCREASED570,552545,647+24,905+5%$23.7M$23.7M+$9.5K2026-11-06
Allworth Financial LP
INCREASED275,210272,256+2,954+1%$11.8M$12.0M+$128.4K2026-11-06
Sofi Wealth, LLC
INCREASED223,96593,698+130,267+139%$4.1M$9.3M+$5.2M2026-10-27
Thrivent Financial for Lutherans
DECREASED216,191376,418-160,227-43%$16.4M$9.0M-$7.4M2026-11-05
Bond & Devick Financial Network, Inc.
INCREASED169,727152,643+17,084+11%$6.6M$7.1M+$423.2K2026-10-23
Perigon Wealth Management, LLC
INCREASED111,23099,965+11,265+11%$4.3M$4.6M+$280.3K2026-10-22
Stewardship Advisors, LLC
DECREASED86,27987,081-802-1%$3.8M$3.6M-$197.1K2026-10-20
US Bancorp \de\
INCREASED76,51973,634+2,885+4%$3.2M$3.2M-$18.5K2026-11-05
Jordan Park Group LLC
UNCHANGED74,64674,64600%$3.2M$3.1M-$140.3K2026-11-06
Xena Financial Planning, LLC
DECREASED72,01576,669-4,654-6%$3.3M$3.0M-$337.6K2026-10-13
Vise Technologies, Inc.
INCREASED64,24030,971+33,269+107%$1.3M$2.7M+$1.3M2026-10-29
Archer Investment Management, LLC
DECREASED54,88576,663-21,778-28%$3.3M$2.3M-$1.0M2026-10-13
Accredited Investors Inc.
INCREASED51,44851,114+334+1%$2.2M$2.1M-$82.2K2026-11-03
Baker Avenue Asset Management, LP
INCREASED51,13050,814+316+1%$2.2M$2.1M-$82.4K2026-11-06
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED42,83640,628+2,208+5%$1.8M$1.8M+$15.4K2026-10-15
Johnson Bixby & Associates, LLC
INCREASED37,51731,489+6,028+19%$1.4M$1.6M+$191.4K2026-10-14
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED36,63338,808-2,175-6%$1.7M$1.5M-$163.4K2026-10-29
Commonwealth Equity Services, LLC
INCREASED33,80731,054+2,753+9%$1.3M$1.4M+$56.1K2026-11-02
Bfsg, LLC
DECREASED30,48231,335-853-3%$1.4M$1.3M-$94.4K2026-10-30
Brookstone Capital Management
INCREASED26,07921,935+4,144+19%$953.1K$1.1M+$131.0K2026-10-22
Central Pacific Bank - Trust Division
INCREASED24,81823,547+1,271+5%$1.0M$1.0M+$8.6K2026-10-06
Grimes & Co Wealth Management, LLC
NEW23,226—+23,226——$965.5K—2026-10-29
Sharkey, Howes & Javer
INCREASED20,69320,640+53+0%$896.8K$860.2K-$36.6K2026-10-22
Horst & Graben Wealth Management LLC
DECREASED20,61221,324-712-3%$923.1K$856.8K-$66.3K2026-11-02
Tarbox Family Office, Inc.
DECREASED18,36842,320-23,952-57%$1.8M$763.5K-$1.1M2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED17,80118,843-1,042-6%$819.0K$740.0K-$79.0K2026-11-02
Valley National Advisers Inc
INCREASED17,60615,727+1,879+12%$683.3K$731.9K+$48.6K2026-10-23
Goldstein Advisors, LLC
INCREASED15,35514,497+858+6%$629.9K$638.3K+$8.4K2026-10-15
Rossby Financial, LCC
INCREASED15,33914,184+1,155+8%$616.3K$637.6K+$21.4K2026-11-05
Capital Investment Advisory Services, LLC
NEW14,509—+14,509——$603.1K—2026-10-30
Assetmark, Inc
DECREASED14,25815,977-1,719-11%$694.2K$592.7K-$101.5K2026-10-21
Rockport Wealth LLC
UNCHANGED14,08014,08000%$611.8K$585.3K-$26.5K2026-11-03
Apollon Wealth Management, LLC
DECREASED13,81719,463-5,646-29%$845.7K$574.4K-$271.3K2026-10-23
GC Wealth Management RIA, LLC
DECREASED13,65813,844-186-1%$601.5K$567.8K-$33.8K2026-11-02
Savant Capital, LLC
DECREASED13,29116,888-3,597-21%$733.8K$552.5K-$181.3K2026-11-06
Essential Planning, Llc.
DECREASED13,11313,177-640%$572.5K$545.1K-$27.4K2026-10-21
Milestone Investment Advisors LLC
DECREASED12,93013,060-130-1%$567.5K$537.5K-$30.0K2026-11-05
Park Avenue Securities LLC
DECREASED12,87320,941-8,068-39%$910.0K$535.0K-$375.0K2026-10-26
Theory Financial LLC
INCREASED12,67612,220+456+4%$531.0K$526.9K-$4.0K2026-11-09
Traveka Wealth, LLC
INCREASED12,32111,899+422+4%$517.0K$512.2K-$4.8K2026-10-19
Keener Financial Planning LLC
INCREASED11,96911,142+827+7%$484.0K$497.6K+$13.6K2026-11-06
Farther Finance Advisors, LLC
DECREASED11,75212,059-307-3%$524.0K$488.5K-$35.4K2026-10-08
Hofer & Associates. Inc
NEW10,791—+10,791——$448.6K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED10,79110,772+19+0%$468.0K$448.6K-$19.5K2026-10-14
Avise Financial Cooperative, Inc.
INCREASED10,35210,319+33+0%$448.4K$430.3K-$18.0K2026-11-09
Walkner Condon Financial Advisors LLC
INCREASED10,1459,922+223+2%$431.1K$421.7K-$9.4K2026-11-02
Apella Capital, LLC
INCREASED9,8209,735+85+1%$420.0K$407.5K-$12.4K2026-10-08
Balance Wealth Partners LLC
INCREASED9,3139,275+38+0%$403.0K$387.2K-$15.9K2026-10-27
Endeavor Private Wealth, Inc.
INCREASED9,2929,224+68+1%$400.8K$386.3K-$14.5K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED9,1877,992+1,195+15%$347.3K$381.9K+$34.7K2026-10-16
Valmark Advisers, Inc.
UNCHANGED9,0669,06600%$393.9K$376.9K-$17.0K2026-11-06
Schmidt P J Investment Management Inc
UNCHANGED8,7138,71300%$378.6K$362.2K-$16.4K2026-11-02
Merit Financial Group, LLC
DECREASED8,6729,025-353-4%$392.2K$360.5K-$31.7K2026-11-06
Western Wealth Management, LLC
INCREASED8,6487,504+1,144+15%$326.0K$359.5K+$33.5K2026-11-09
SigFig Wealth Management, LLC
INCREASED8,3627,835+527+7%$341.8K$347.6K+$5.9K2026-10-07
HighTower Advisors, LLC
DECREASED8,1838,203-200%$356.4K$340.2K-$16.3K2026-11-10
Brewster Financial Planning LLC
INCREASED7,9457,431+514+7%$322.9K$330.3K+$7.4K2026-10-13
Advisory Solutions Group, LLC
DECREASED7,8958,023-128-2%$348.6K$328.2K-$20.4K2026-10-14
Harbour Investments, Inc.
INCREASED7,8337,177+656+9%$311.8K$325.6K+$13.8K2026-11-09
Two West Capital Advisors LLC
INCREASED7,3647,323+41+1%$315.3K$306.3K-$9.0K2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED7,2777,209+68+1%$313.2K$302.5K-$10.7K2026-11-03
Whitegate Investment Counselors, Inc.
INCREASED6,9816,379+602+9%$277.2K$290.2K+$13.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED6,9286,908+20+0%$300.2K$288.0K-$12.1K2026-11-02
Sagespring Wealth Partners, LLC
NEW6,397—+6,397——$265.9K—2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED6,1486,307-159-3%$274.0K$255.6K-$18.5K2026-10-13
Choreo, LLC
INCREASED6,1306,117+13+0%$265.8K$254.8K-$11.0K2026-10-28
Skyline Advisors, Inc.
DECREASED6,0459,678-3,633-38%$420.5K$251.3K-$169.2K2026-11-03
Bestgate Wealth Advisors, LLC
NEW5,869—+5,869——$244.0K—2026-10-13
Bank of New York Mellon Corp
INCREASED5,7295,634+95+2%$244.8K$238.1K-$6.6K2026-11-05
Key FInancial Inc
INCREASED4,4053,630+775+21%$157.7K$183.1K+$25.4K2026-11-02
Godfrey Financial Associates, Inc.
INCREASED4,1073,239+868+27%$140.7K$170.7K+$30.0K2026-11-10
Ashton Thomas Private Wealth, LLC
DECREASED4,0574,159-102-2%$180.7K$168.6K-$12.1K2026-11-03
Hanson & Doremus Investment Management
INCREASED2,8222,796+26+1%$121.0K$117.0K-$4.0K2026-10-16
Armor Investment Advisors, LLC
DECREASED2,0432,051-80%$89.1K$84.9K-$4.2K2026-10-27
Gen-Wealth Partners Inc
UNCHANGED93193100%$40.5K$38.7K-$1.8K2026-11-04
Evolution Wealth Management Inc.
DECREASED8641,164-300-26%$50.6K$35.9K-$14.7K2026-10-28
Triumph Capital Management
UNCHANGED60560500%$26.3K$25.2K-$1.1K2026-10-14
Creative Financial Designs Inc
UNCHANGED42842800%$18.6K$17.8K-$8052026-11-04
Spire Wealth Management
INCREASED368293+75+26%$12.7K$15.3K+$2.6K2026-10-30
Physician Wealth Advisors, Inc.
DECREASED358369-11-3%$16.0K$14.9K-$1.2K2026-10-20
IFP Advisors, Inc
INCREASED308157+151+96%$6.8K$12.8K+$6.0K2026-10-16
Bare Financial Services, Inc
NEW288—+288——$12.0K—2026-11-04
Decker Retirement Planning Inc.
DECREASED278103,122-102,844-100%$4.5M$11.6K-$4.5M2026-10-19
Parallel Advisors, LLC
INCREASED256253+3+1%$11.0K$10.6K-$3702026-11-03
Birch Financial Group, LLC
NEW219—+219——$9.1K—2026-10-27
Golden State Wealth Management, LLC
UNCHANGED10510500%$4.6K$4.4K-$1972026-11-02
Barrett & Company, Inc.
UNCHANGED707000%$3.0K$2.9K-$1312026-10-22
CoreCap Advisors, LLC
UNCHANGED666600%$2.9K$2.7K-$1242026-10-08
Latitude Advisors, LLC
NEW58—+58——$2.4K—2026-10-27
Mather Group, Llc.
INCREASED4842+6+14%$1.8K$2.0K+$1702026-10-14
Larson Financial Group LLC
UNCHANGED8800%$348$333-$152026-11-05
Silver Grove Financial Group, Inc.
NEW1—+1——$42—2026-11-05
One Wealth Capital Management, LLC
CLOSED04,915-4,915-100%$213.6K$0-$213.6K2026-10-23
Dynamic Advisor Solutions LLC
CLOSED04,768-4,768-100%$207.2K$0-$207.2K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0817-817-100%$35.5K$0-$35.5K2026-11-06
BlackRock, Inc.
N/A—5,803,299-5,803,299-100%$252.2M———
Envestnet Asset Management Inc
N/A—525,409-525,409-100%$22.8M———
Jones Financial Companies Lllp
N/A—412,309-412,309-100%$18.0M———
Seeds Investor LLC
N/A—366,740-366,740-100%$15.9M———
JPMorgan Chase & Co
N/A—314,386-314,386-100%$13.7M———
Advisory Services Network, LLC
N/A—173,077-173,077-100%$7.5M———
Goldman Sachs Group Inc
N/A—161,071-161,071-100%$7.0M———
Morgan Stanley
N/A—160,267-160,267-100%$7.0M———
Envestnet Portfolio Solutions, Inc.
N/A—96,390-96,390-100%$4.2M———
One Wealth Advisors, LLC
N/A—93,372-93,372-100%$4.1M———
Susquehanna International Group, LLP
N/A—78,761-78,761-100%$3.4M———
Bank of America Corp
N/A—76,171-76,171-100%$3.3M———
Cetera Investment Advisers
N/A—72,905-72,905-100%$3.2M———
Retirement Capital Strategies
N/A—71,252-71,252-100%$3.1M———
Balanced Rock Investment Advisors LLC
N/A—70,839-70,839-100%$3.1M———
NewEdge Advisors, LLC
N/A—67,315-67,315-100%$2.9M———
Osaic Holdings, Inc.
N/A—65,555-65,555-100%$2.8M———
Mercer Global Advisors Inc
N/A—58,916-58,916-100%$2.6M———
OneDigital Investment Advisors LLC
N/A—52,950-52,950-100%$2.3M———
Fiduciary Financial Advisors
N/A—51,593-51,593-100%$2.2M———
Wells Fargo & Company
N/A—48,694-48,694-100%$2.1M———
Royal Bank of Canada
N/A—47,230-47,230-100%$2.1M———
Stratos Wealth Partners, Ltd.
N/A—46,283-46,283-100%$2.0M———
MML Investors Services, LLC
N/A—41,300-41,300-100%$1.8M———
HSBC Holdings PLC
N/A—36,760-36,760-100%$1.6M———
Raymond James Financial Inc
N/A—36,334-36,334-100%$1.6M———
UBS Group AG
N/A—36,187-36,187-100%$1.6M———
Haverford Trust Co
N/A—35,865-35,865-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—34,335-34,335-100%$1.5M———
Baird Financial Group, Inc.
N/A—30,401-30,401-100%$1.3M———
GeoWealth Management, LLC
N/A—29,562-29,562-100%$1.3M———
Van Hulzen Asset Management, LLC
N/A—24,635-24,635-100%$1.1M———
United Capital Financial Advisors, LLC
N/A—24,237-24,237-100%$1.1M———
Equitable Holdings, Inc.
N/A—22,360-22,360-100%$971.5K———
Davis Wealth Advisors, LLC
N/A—22,260-22,260-100%$967.2K———
Natixis Advisors, LLC
N/A—22,135-22,135-100%$961.0K———
Private Advisor Group, LLC
N/A—20,116-20,116-100%$874.0K———
Steward Partners Investment Advisory, LLC
N/A—17,600-17,600-100%$764.7K———
Mason & Associates Inc
N/A—17,402-17,402-100%$756.1K———
Ally Invest Advisors Inc.
N/A—16,584-16,584-100%$720.6K———
Janney Montgomery Scott LLC
N/A—15,843-15,843-100%$688.0K———
FSB Premier Wealth Management, Inc.
N/A—14,585-14,585-100%$633.7K———
Shared Vision Wealth Group LLC
N/A—14,274-14,274-100%$620.2K———
Jane Street Group, LLC
N/A—14,099-14,099-100%$612.6K———
Pinnacle Financial Partners, Inc.
N/A—13,553-13,553-100%$588.9K———
Guardian Capital LP
N/A—12,600-12,600-100%$547.5K———
Integrated Wealth Concepts LLC
N/A—9,486-9,486-100%$412.1K———
Summit Financial, LLC
N/A—8,918-8,918-100%$387.5K———
Stratos Investment Management, LLC
N/A—7,782-7,782-100%$338.1K———
Citadel Advisors LLC
N/A—7,469-7,469-100%$324.5K———
Beacon Pointe Advisors, LLC
N/A—7,137-7,137-100%$310.1K———
Bartlett & Co. Wealth Management LLC
N/A—6,762-6,762-100%$293.8K———
&partners
N/A—6,673-6,673-100%$289.7K———
Mariner, LLC
N/A—6,233-6,233-100%$270.8K———
Keyvantage Wealth, LLC
N/A—5,177-5,177-100%$224.9K———
LifePlan Investment Advisors, Inc.
N/A—4,628-4,628-100%$201.1K———
Capital Analysts, LLC
N/A—4,576-4,576-100%$198.0K———
Transamerica Financial Advisors, LLC
N/A—3,280-3,280-100%$142.5K———
Ameritas Investment Partners, Inc.
N/A—1,755-1,755-100%$76.3K———
AE Wealth Management LLC
N/A—853-853-100%$37.1K———
Oakmont Advisory Group, LLC
N/A—805-805-100%$35.0K———
CVA Family Office, LLC
N/A—601-601-100%$26.1K———
Ameriflex Group, Inc.
N/A—354-354-100%$15.4K———
Franklin Resources Inc
N/A—350-350-100%$15.2K———
1 North Wealth Services LLC
N/A—310-310-100%$13.5K———
Rockefeller Capital Management L.P.
N/A—268-268-100%$11.7K———
Fort Vancouver Investment Management, LLC
N/A—256-256-100%$11.1K———
Arax Advisory Partners
N/A—227-227-100%$9.9K———
Qube Research & Technologies Ltd
N/A—68-68-100%$3.0K———
FMR LLC
N/A—21-21-100%$925———
Northwestern Mutual Wealth Management Co
N/A—8-8-100%$348———
Kilter Group LLC
N/A—4-4-100%$174———
Showing 168 of 168 institutions