Ishares Ibonds DEC 2035 TC (IBCA)

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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Capital Investment Advisors, LLC

INCREASED

Shares2,774,379 from 2,536,059

Change+238,320 (+9%)

Value$66.8M (+$1.8M)

Filed 2026-10-22

Arrow Financial Corp

DECREASED

Shares615,326 from 615,529

Change-203 (0%)

Value$14.8M (-$952.8K)

Filed 2026-10-26

MB, Levis & Associates, LLC

DECREASED

Shares531,639 from 542,068

Change-10,429 (-2%)

Value$12.8M (-$1.1M)

Filed 2026-10-16

MV Capital Management, Inc.

INCREASED

Shares486,396 from 473,436

Change+12,960 (+3%)

Value$11.7M (-$417.2K)

Filed 2026-10-29

Guidance Point Advisors, LLC

INCREASED

Shares302,404 from 278,043

Change+24,361 (+9%)

Value$7.3M (+$158.2K)

Filed 2026-10-15

Krilogy Financial LLC

INCREASED

Shares220,429 from 201,612

Change+18,817 (+9%)

Value$5.3M (+$164.5K)

Filed 2026-10-13

Lido Advisors, LLC

DECREASED

Shares215,206 from 249,475

Change-34,269 (-14%)

Value$5.2M (-$1.2M)

Filed 2026-11-04

Probity Advisors, Inc.

INCREASED

Shares206,553 from 179,280

Change+27,273 (+15%)

Value$5.0M (+$380.4K)

Filed 2026-10-23

4Thought Financial Group Inc.

INCREASED

Shares187,650 from 187,049

Change+601 (+0%)

Value$4.5M (-$273.6K)

Filed 2026-11-02

Paradigm, Strategies in Wealth Management, LLC

DECREASED

Shares187,270 from 194,436

Change-7,166 (-4%)

Value$4.5M (-$471.9K)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares146,546 from 85,992

Change+60,554 (+70%)

Value$3.5M (+$1.3M)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares123,475 from 111,642

Change+11,833 (+11%)

Value$3.0M (+$152.6K)

Filed 2026-10-13

US Bancorp \de\

INCREASED

Shares122,754 from 120,419

Change+2,335 (+2%)

Value$3.0M (-$129.2K)

Filed 2026-11-05

Instrumental Wealth, LLC

INCREASED

Shares97,102 from 91,787

Change+5,315 (+6%)

Value$2.3M (-$13.4K)

Filed 2026-10-20

Adirondack Trust Co

INCREASED

Shares96,173 from 92,232

Change+3,941 (+4%)

Value$2.3M (-$48.1K)

Filed 2026-10-14

LPL Financial LLC

INCREASED

Shares89,343 from 86,839

Change+2,504 (+3%)

Value$2.2M (-$73.4K)

Filed 2026-11-06

Lyell Wealth Management, LP

INCREASED

Shares86,600 from 42,150

Change+44,450 (+105%)

Value$2.1M (+$1.0M)

Filed 2026-10-30

Marathon Mission, Inc.

INCREASED

Shares84,698 from 70,199

Change+14,499 (+21%)

Value$2.0M (+$240.9K)

Filed 2026-10-01

J.W. Cole Advisors, Inc.

INCREASED

Shares82,939 from 77,812

Change+5,127 (+7%)

Value$2.0M (+$3.6K)

Filed 2026-11-05

Archford Capital Strategies, LLC

DECREASED

Shares74,781 from 76,143

Change-1,362 (-2%)

Value$1.8M (-$150.0K)

Filed 2026-10-19

Segment Wealth Management, LLC

INCREASED

Shares56,595 from 39,000

Change+17,595 (+45%)

Value$1.4M (+$363.5K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

INCREASED

Shares54,194 from 52,166

Change+2,028 (+4%)

Value$1.3M (-$31.5K)

Filed 2026-11-02

Associated Banc-Corp

INCREASED

Shares52,215 from 37,731

Change+14,484 (+38%)

Value$1.3M (+$290.5K)

Filed 2026-10-30

MCF Advisors LLC

UNCHANGED

Shares47,419 from 47,419

Change0 (0%)

Value$1.1M (-$73.0K)

Filed 2026-10-28

Daviman Financial, LLC

INCREASED

Shares43,682 from 32,932

Change+10,750 (+33%)

Value$1.1M (+$208.0K)

Filed 2026-11-06

Little House Capital LLC

INCREASED

Shares38,456 from 32,669

Change+5,787 (+18%)

Value$925.6K (+$89.0K)

Filed 2026-11-06

Cliftonlarsonallen Wealth Advisors, LLC

INCREASED

Shares37,755 from 37,673

Change+82 (+0%)

Value$908.8K (-$56.0K)

Filed 2026-10-14

Parallel Advisors, LLC

INCREASED

Shares36,977 from 34,141

Change+2,836 (+8%)

Value$890.0K (+$15.7K)

Filed 2026-11-03

Cowa, LLC

INCREASED

Shares32,435 from 19,700

Change+12,735 (+65%)

Value$780.7K (+$276.2K)

Filed 2026-10-30

CFG Wealth Management Services, Inc.

UNCHANGED

Shares30,042 from 30,042

Change0 (0%)

Value$722.0K (-$48.2K)

Filed 2026-10-21

Koesten, Hirschmann & Crabtree, Inc.

INCREASED

Shares20,558 from 20,218

Change+340 (+2%)

Value$494.8K (-$23.0K)

Filed 2026-10-13

Howland Capital Management LLC

NEW

Shares19,069

Change+19,069

Value$459.0K

Filed 2026-10-22

Romano Brothers and Company

INCREASED

Shares16,908 from 9,242

Change+7,666 (+83%)

Value$407.0K (+$170.3K)

Filed 2026-10-22

Creative Planning

DECREASED

Shares15,549 from 16,451

Change-902 (-5%)

Value$374.3K (-$47.0K)

Filed 2026-11-02

Quantum Financial Advisors, LLC

INCREASED

Shares14,925 from 10,604

Change+4,321 (+41%)

Value$359.3K (+$87.7K)

Filed 2026-11-03

Fulton Breakefield Broenniman LLC

INCREASED

Shares12,875 from 9,275

Change+3,600 (+39%)

Value$309.9K (+$72.4K)

Filed 2026-11-03

Sigma Investment Counselors Inc

NEW

Shares12,520

Change+12,520

Value$301.4K

Filed 2026-10-27

Atria Investments, Inc

INCREASED

Shares11,845 from 11,708

Change+137 (+1%)

Value$285.1K (-$14.7K)

Filed 2026-10-15

Truist Financial Corp

INCREASED

Shares11,455 from 11,061

Change+394 (+4%)

Value$275.7K (-$7.6K)

Filed 2026-10-30

Sarver Vrooman Wealth Advisors

UNCHANGED

Shares10,124 from 10,124

Change0 (0%)

Value$243.7K (-$14.3K)

Filed 2026-10-01

Choreo, LLC

INCREASED

Shares9,543 from 7,846

Change+1,697 (+22%)

Value$229.7K (+$28.8K)

Filed 2026-10-28

First National Trust Co

INCREASED

Shares9,351 from 8,196

Change+1,155 (+14%)

Value$225.1K (+$15.2K)

Filed 2026-10-28

Gradient Capital Advisors, LLC

UNCHANGED

Shares8,733 from 8,733

Change0 (0%)

Value$210.2K (-$13.4K)

Filed 2026-10-21

IFP Advisors, Inc

UNCHANGED

Shares5,218 from 5,218

Change0 (0%)

Value$125.6K (-$8.0K)

Filed 2026-10-16

Hyposwiss Advisors SA

UNCHANGED

Shares4,105 from 4,105

Change0 (0%)

Value$98.8K (-$6.3K)

Filed 2026-10-26

Cherry Tree Wealth Management, LLC

INCREASED

Shares2,244 from 1,000

Change+1,244 (+124%)

Value$54.0K (+$28.4K)

Filed 2026-10-15

Signaturefd, LLC

UNCHANGED

Shares1,952 from 1,952

Change0 (0%)

Value$47.0K (-$3.0K)

Filed 2026-10-23

Blue Trust, Inc.

INCREASED

Shares875 from 729

Change+146 (+20%)

Value$21.1K (+$2.4K)

Filed 2026-10-15

Fifth Third Bancorp

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$19.3K (-$1.2K)

Filed 2026-11-05

Central Trust Co

DECREASED

Shares648 from 745

Change-97 (-13%)

Value$15.6K (-$3.5K)

Filed 2026-11-05

Bullock Wealth Management Group

INCREASED

Shares538 from 531

Change+7 (+1%)

Value$12.9K (-$605)

Filed 2026-10-09

High Note Wealth, LLC

NEW

Shares377

Change+377

Value$9.1K

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares63

Change+63

Value$1.5K

Filed 2026-10-21

Bank of America Corp

N/A

Shares— from 935,348

Change-935,348 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 526,169

Change-526,169 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 402,155

Change-402,155 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 392,949

Change-392,949 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 269,611

Change-269,611 (-100%)

Value—

UBS Group AG

N/A

Shares— from 226,928

Change-226,928 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 157,496

Change-157,496 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 150,100

Change-150,100 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 101,327

Change-101,327 (-100%)

Value—

Stonebrook Private Inc.

N/A

Shares— from 93,687

Change-93,687 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 80,457

Change-80,457 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 75,050

Change-75,050 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 60,871

Change-60,871 (-100%)

Value—

Stokes Family Office, LLC

N/A

Shares— from 44,950

Change-44,950 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 38,447

Change-38,447 (-100%)

Value—

Gilbert & Cook, Inc.

N/A

Shares— from 38,270

Change-38,270 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 37,447

Change-37,447 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 36,809

Change-36,809 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 31,973

Change-31,973 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 28,752

Change-28,752 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 25,299

Change-25,299 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 22,193

Change-22,193 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 19,553

Change-19,553 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 19,116

Change-19,116 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 16,794

Change-16,794 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 14,014

Change-14,014 (-100%)

Value—

Reliant Wealth Planning

N/A

Shares— from 13,580

Change-13,580 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 13,554

Change-13,554 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 13,264

Change-13,264 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 12,257

Change-12,257 (-100%)

Value—

Dearborn Partners LLC

N/A

Shares— from 11,640

Change-11,640 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 11,025

Change-11,025 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 10,180

Change-10,180 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,011

Change-10,011 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 9,500

Change-9,500 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 9,152

Change-9,152 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,074

Change-8,074 (-100%)

Value—

CNB Bank

N/A

Shares— from 5,946

Change-5,946 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,264

Change-3,264 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,259

Change-2,259 (-100%)

Value—

10Elms LLP

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,153

Change-1,153 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 980

Change-980 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 749

Change-749 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 565

Change-565 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 52

Change-52 (-100%)

Value—

	Status
Capital Investment Advisors, LLC	INCREASED	2,774,379	2,536,059	+238,320	+9%	$64.9M	$66.8M	+$1.8M	2026-10-22
Arrow Financial Corp	DECREASED	615,326	615,529	-203	0%	$15.8M	$14.8M	-$952.8K	2026-10-26
MB, Levis & Associates, LLC	DECREASED	531,639	542,068	-10,429	-2%	$13.9M	$12.8M	-$1.1M	2026-10-16
MV Capital Management, Inc.	INCREASED	486,396	473,436	+12,960	+3%	$12.1M	$11.7M	-$417.2K	2026-10-29
Guidance Point Advisors, LLC	INCREASED	302,404	278,043	+24,361	+9%	$7.1M	$7.3M	+$158.2K	2026-10-15
Krilogy Financial LLC	INCREASED	220,429	201,612	+18,817	+9%	$5.2M	$5.3M	+$164.5K	2026-10-13
Lido Advisors, LLC	DECREASED	215,206	249,475	-34,269	-14%	$6.4M	$5.2M	-$1.2M	2026-11-04
Probity Advisors, Inc.	INCREASED	206,553	179,280	+27,273	+15%	$4.6M	$5.0M	+$380.4K	2026-10-23
4Thought Financial Group Inc.	INCREASED	187,650	187,049	+601	+0%	$4.8M	$4.5M	-$273.6K	2026-11-02
Paradigm, Strategies in Wealth Management, LLC	DECREASED	187,270	194,436	-7,166	-4%	$5.0M	$4.5M	-$471.9K	2026-10-16
Kestra Advisory Services, LLC	INCREASED	146,546	85,992	+60,554	+70%	$2.2M	$3.5M	+$1.3M	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	123,475	111,642	+11,833	+11%	$2.8M	$3.0M	+$152.6K	2026-10-13
US Bancorp \de\	INCREASED	122,754	120,419	+2,335	+2%	$3.1M	$3.0M	-$129.2K	2026-11-05
Instrumental Wealth, LLC	INCREASED	97,102	91,787	+5,315	+6%	$2.4M	$2.3M	-$13.4K	2026-10-20
Adirondack Trust Co	INCREASED	96,173	92,232	+3,941	+4%	$2.4M	$2.3M	-$48.1K	2026-10-14
LPL Financial LLC	INCREASED	89,343	86,839	+2,504	+3%	$2.2M	$2.2M	-$73.4K	2026-11-06
Lyell Wealth Management, LP	INCREASED	86,600	42,150	+44,450	+105%	$1.1M	$2.1M	+$1.0M	2026-10-30
Marathon Mission, Inc.	INCREASED	84,698	70,199	+14,499	+21%	$1.8M	$2.0M	+$240.9K	2026-10-01
J.W. Cole Advisors, Inc.	INCREASED	82,939	77,812	+5,127	+7%	$2.0M	$2.0M	+$3.6K	2026-11-05
Archford Capital Strategies, LLC	DECREASED	74,781	76,143	-1,362	-2%	$2.0M	$1.8M	-$150.0K	2026-10-19
Segment Wealth Management, LLC	INCREASED	56,595	39,000	+17,595	+45%	$998.8K	$1.4M	+$363.5K	2026-10-26
Commonwealth Equity Services, LLC	INCREASED	54,194	52,166	+2,028	+4%	$1.3M	$1.3M	-$31.5K	2026-11-02
Associated Banc-Corp	INCREASED	52,215	37,731	+14,484	+38%	$966.3K	$1.3M	+$290.5K	2026-10-30
MCF Advisors LLC	UNCHANGED	47,419	47,419	0	0%	$1.2M	$1.1M	-$73.0K	2026-10-28
Daviman Financial, LLC	INCREASED	43,682	32,932	+10,750	+33%	$843.4K	$1.1M	+$208.0K	2026-11-06
Little House Capital LLC	INCREASED	38,456	32,669	+5,787	+18%	$836.6K	$925.6K	+$89.0K	2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC	INCREASED	37,755	37,673	+82	+0%	$964.8K	$908.8K	-$56.0K	2026-10-14
Parallel Advisors, LLC	INCREASED	36,977	34,141	+2,836	+8%	$874.4K	$890.0K	+$15.7K	2026-11-03
Cowa, LLC	INCREASED	32,435	19,700	+12,735	+65%	$504.5K	$780.7K	+$276.2K	2026-10-30
CFG Wealth Management Services, Inc.	UNCHANGED	30,042	30,042	0	0%	$770.3K	$722.0K	-$48.2K	2026-10-21
Koesten, Hirschmann & Crabtree, Inc.	INCREASED	20,558	20,218	+340	+2%	$517.8K	$494.8K	-$23.0K	2026-10-13
Howland Capital Management LLC	NEW	19,069	—	+19,069	—	—	$459.0K	—	2026-10-22
Romano Brothers and Company	INCREASED	16,908	9,242	+7,666	+83%	$236.7K	$407.0K	+$170.3K	2026-10-22
Creative Planning	DECREASED	15,549	16,451	-902	-5%	$421.3K	$374.3K	-$47.0K	2026-11-02
Quantum Financial Advisors, LLC	INCREASED	14,925	10,604	+4,321	+41%	$271.6K	$359.3K	+$87.7K	2026-11-03
Fulton Breakefield Broenniman LLC	INCREASED	12,875	9,275	+3,600	+39%	$237.5K	$309.9K	+$72.4K	2026-11-03
Sigma Investment Counselors Inc	NEW	12,520	—	+12,520	—	—	$301.4K	—	2026-10-27
Atria Investments, Inc	INCREASED	11,845	11,708	+137	+1%	$299.8K	$285.1K	-$14.7K	2026-10-15
Truist Financial Corp	INCREASED	11,455	11,061	+394	+4%	$283.3K	$275.7K	-$7.6K	2026-10-30
Sarver Vrooman Wealth Advisors	UNCHANGED	10,124	10,124	0	0%	$258.0K	$243.7K	-$14.3K	2026-10-01
Choreo, LLC	INCREASED	9,543	7,846	+1,697	+22%	$200.9K	$229.7K	+$28.8K	2026-10-28
First National Trust Co	INCREASED	9,351	8,196	+1,155	+14%	$209.9K	$225.1K	+$15.2K	2026-10-28
Gradient Capital Advisors, LLC	UNCHANGED	8,733	8,733	0	0%	$223.7K	$210.2K	-$13.4K	2026-10-21
IFP Advisors, Inc	UNCHANGED	5,218	5,218	0	0%	$133.6K	$125.6K	-$8.0K	2026-10-16
Hyposwiss Advisors SA	UNCHANGED	4,105	4,105	0	0%	$105.1K	$98.8K	-$6.3K	2026-10-26
Cherry Tree Wealth Management, LLC	INCREASED	2,244	1,000	+1,244	+124%	$25.6K	$54.0K	+$28.4K	2026-10-15
Signaturefd, LLC	UNCHANGED	1,952	1,952	0	0%	$50.0K	$47.0K	-$3.0K	2026-10-23
Blue Trust, Inc.	INCREASED	875	729	+146	+20%	$18.7K	$21.1K	+$2.4K	2026-10-15
Fifth Third Bancorp	UNCHANGED	800	800	0	0%	$20.5K	$19.3K	-$1.2K	2026-11-05
Central Trust Co	DECREASED	648	745	-97	-13%	$19.1K	$15.6K	-$3.5K	2026-11-05
Bullock Wealth Management Group	INCREASED	538	531	+7	+1%	$13.5K	$12.9K	-$605	2026-10-09
High Note Wealth, LLC	NEW	377	—	+377	—	—	$9.1K	—	2026-10-27
Root Financial Partners, LLC	NEW	63	—	+63	—	—	$1.5K	—	2026-10-21
Bank of America Corp	N/A	—	935,348	-935,348	-100%	$24.0M	—	—	—
Morgan Stanley	N/A	—	526,169	-526,169	-100%	$13.5M	—	—	—
HighTower Advisors, LLC	N/A	—	402,155	-402,155	-100%	$10.3M	—	—	—
Ameriprise Financial Inc	N/A	—	392,949	-392,949	-100%	$10.1M	—	—	—
Raymond James Financial Inc	N/A	—	269,611	-269,611	-100%	$6.9M	—	—	—
UBS Group AG	N/A	—	226,928	-226,928	-100%	$5.8M	—	—	—
Benjamin Edwards Inc	N/A	—	157,496	-157,496	-100%	$4.0M	—	—	—
Hancock Whitney Corp	N/A	—	150,100	-150,100	-100%	$3.8M	—	—	—
Addison Advisors LLC	N/A	—	101,327	-101,327	-100%	$2.6M	—	—	—
Stonebrook Private Inc.	N/A	—	93,687	-93,687	-100%	$2.4M	—	—	—
Royal Bank of Canada	N/A	—	80,457	-80,457	-100%	$2.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	75,050	-75,050	-100%	$1.9M	—	—	—
Atlantic Union Bankshares Corp	N/A	—	60,871	-60,871	-100%	$1.6M	—	—	—
Stokes Family Office, LLC	N/A	—	44,950	-44,950	-100%	$1.2M	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	38,447	-38,447	-100%	$984.6K	—	—	—
Gilbert & Cook, Inc.	N/A	—	38,270	-38,270	-100%	$980.1K	—	—	—
BFC Planning, Inc.	N/A	—	37,447	-37,447	-100%	$959.0K	—	—	—
Coldstream Capital Management Inc	N/A	—	36,809	-36,809	-100%	$942.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	31,973	-31,973	-100%	$818.8K	—	—	—
Jane Street Group, LLC	N/A	—	28,752	-28,752	-100%	$736.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	25,299	-25,299	-100%	$647.9K	—	—	—
Cetera Investment Advisers	N/A	—	22,193	-22,193	-100%	$568.4K	—	—	—
Advisory Services Network, LLC	N/A	—	19,553	-19,553	-100%	$500.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	19,116	-19,116	-100%	$489.6K	—	—	—
Valmark Advisers, Inc.	N/A	—	16,794	-16,794	-100%	$430.1K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	14,014	-14,014	-100%	$358.9K	—	—	—
Reliant Wealth Planning	N/A	—	13,580	-13,580	-100%	$347.8K	—	—	—
Captrust Financial Advisors	N/A	—	13,554	-13,554	-100%	$347.1K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	13,264	-13,264	-100%	$339.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	12,257	-12,257	-100%	$313.9K	—	—	—
Dearborn Partners LLC	N/A	—	11,640	-11,640	-100%	$298.1K	—	—	—
Belpointe Asset Management LLC	N/A	—	11,025	-11,025	-100%	$282.4K	—	—	—
Mutual Advisors, LLC	N/A	—	10,180	-10,180	-100%	$260.7K	—	—	—
Wells Fargo & Company	N/A	—	10,011	-10,011	-100%	$256.4K	—	—	—
Arkadios Wealth Advisors	N/A	—	10,000	-10,000	-100%	$256.1K	—	—	—
CVA Family Office, LLC	N/A	—	9,500	-9,500	-100%	$243.3K	—	—	—
Snowden Capital Advisors LLC	N/A	—	9,152	-9,152	-100%	$234.4K	—	—	—
Private Advisor Group, LLC	N/A	—	8,074	-8,074	-100%	$206.8K	—	—	—
CNB Bank	N/A	—	5,946	-5,946	-100%	$152.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,264	-3,264	-100%	$83.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,259	-2,259	-100%	$57.9K	—	—	—
10Elms LLP	N/A	—	1,400	-1,400	-100%	$35.9K	—	—	—
Bogart Wealth, LLC	N/A	—	1,153	-1,153	-100%	$29.5K	—	—	—
Capital Analysts, LLC	N/A	—	980	-980	-100%	$25.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	749	-749	-100%	$19.2K	—	—	—
MidFirst Bank	N/A	—	565	-565	-100%	$14.5K	—	—	—
BlackRock, Inc.	N/A	—	52	-52	-100%	$1.3K	—	—	—

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