JPMorgan Betabuilders US AGG (BBAG)

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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Heck Capital Advisors, LLC

INCREASED

Shares255,804 from 236,638

Change+19,166 (+8%)

Value$11.2M (+$337.1K)

Filed 2026-10-14

Apella Capital, LLC

DECREASED

Shares217,920 from 322,153

Change-104,233 (-32%)

Value$9.5M (-$5.2M)

Filed 2026-10-08

Marks Group Wealth Management, Inc

NEW

Shares148,170

Change+148,170

Value$6.5M

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares91,563 from 87,577

Change+3,986 (+5%)

Value$4.0M (-$11.4K)

Filed 2026-11-02

Eagle Harbor Asset Management Inc

DECREASED

Shares66,487 from 67,768

Change-1,281 (-2%)

Value$2.9M (-$200.5K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares56,130 from 67,393

Change-11,263 (-17%)

Value$2.5K (-$3.1M)

Filed 2026-11-02

Bailard, Inc.

INCREASED

Shares53,785 from 47,985

Change+5,800 (+12%)

Value$2.4M (+$152.2K)

Filed 2026-10-13

Ascent Group, LLC

DECREASED

Shares52,301 from 54,228

Change-1,927 (-4%)

Value$2.3M (-$199.7K)

Filed 2026-10-30

Arlington Financial Advisors, LLC

INCREASED

Shares48,875 from 25,461

Change+23,414 (+92%)

Value$2.1M (+$972.0K)

Filed 2026-10-19

CGN Advisors LLC

DECREASED

Shares46,439 from 53,662

Change-7,223 (-13%)

Value$2.0M (-$430.6K)

Filed 2026-10-21

Ascentis Independent Advisors

NEW

Shares45,057

Change+45,057

Value$2.0M

Filed 2026-11-03

ACT Advisors, Llc.

DECREASED

Shares44,313 from 46,841

Change-2,528 (-5%)

Value$1.9M (-$210.3K)

Filed 2026-10-15

Independent Wealth Network Inc.

INCREASED

Shares42,072 from 40,733

Change+1,339 (+3%)

Value$1.8M (-$27.9K)

Filed 2026-10-19

Prime Capital Investment Advisors, LLC

INCREASED

Shares30,812 from 23,101

Change+7,711 (+33%)

Value$1.4M (+$288.8K)

Filed 2026-10-20

WBH Advisory Inc

INCREASED

Shares29,724 from 6,400

Change+23,324 (+364%)

Value$1.3M (+$1.0M)

Filed 2026-11-05

Triad Wealth Partners, LLC

DECREASED

Shares29,242 from 49,531

Change-20,289 (-41%)

Value$1.3M (-$951.8K)

Filed 2026-10-26

Legacy Private Trust Co.

DECREASED

Shares26,038 from 51,796

Change-25,758 (-50%)

Value$1.1M (-$1.2M)

Filed 2026-10-06

Rosenberg Matthew Hamilton

INCREASED

Shares23,920 from 3,065

Change+20,855 (+680%)

Value$1.0M (+$907.5K)

Filed 2026-10-05

Park Avenue Securities LLC

DECREASED

Shares23,507 from 24,659

Change-1,152 (-5%)

Value$1.0K (-$1.1M)

Filed 2026-10-26

MLG Wealth Management DBA Pine Grove Financial Group

DECREASED

Shares21,946 from 54,633

Change-32,687 (-60%)

Value$961.8K (-$1.5M)

Filed 2026-10-13

Cobblestone Asset Management LLC

INCREASED

Shares21,100 from 20,879

Change+221 (+1%)

Value$924.7K (-$34.7K)

Filed 2026-10-13

WealthPlan Investment Management, LLC

NEW

Shares16,645

Change+16,645

Value$729.5K

Filed 2026-10-15

Northbridge Financial Group, LLC

DECREASED

Shares15,553 from 16,280

Change-727 (-4%)

Value$679.8K (-$68.2K)

Filed 2026-11-05

Sharkey, Howes & Javer

DECREASED

Shares15,411 from 16,678

Change-1,267 (-8%)

Value$675.4K (-$91.0K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares13,785 from 14,203

Change-418 (-3%)

Value$604.1K (-$48.5K)

Filed 2026-11-02

Avestar Capital, LLC

INCREASED

Shares13,404 from 10,878

Change+2,526 (+23%)

Value$587.4K (+$87.6K)

Filed 2026-10-28

Schear Investment Advisers, LLC

NEW

Shares12,687

Change+12,687

Value$556.0K

Filed 2026-10-14

Tempo Wealth, LLC

NEW

Shares12,687

Change+12,687

Value$556.0K

Filed 2026-10-14

Alpha Omega Wealth Management LLC

INCREASED

Shares12,190 from 12,133

Change+57 (+0%)

Value$534.2K (-$23.3K)

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares11,742 from 5,201

Change+6,541 (+126%)

Value$514.6K (+$275.6K)

Filed 2026-10-16

MN Wealth Advisors, LLC

DECREASED

Shares10,682 from 13,182

Change-2,500 (-19%)

Value$468.1K (-$137.6K)

Filed 2026-10-23

Elevation Wealth Management LLC

DECREASED

Shares9,266 from 9,875

Change-609 (-6%)

Value$406.1K (-$47.7K)

Filed 2026-11-02

StoneX Group Inc.

INCREASED

Shares8,801 from 7,957

Change+844 (+11%)

Value$386.8K (+$21.0K)

Filed 2026-11-03

Sutton Place Investors LLC

DECREASED

Shares8,084 from 8,363

Change-279 (-3%)

Value$354.3K (-$30.0K)

Filed 2026-10-20

XY Planning Network, Inc.

UNCHANGED

Shares7,732 from 7,732

Change0 (0%)

Value$338.9K (-$16.4K)

Filed 2026-10-14

WealthPLAN Partners, LLC

NEW

Shares6,632

Change+6,632

Value$290.7K

Filed 2026-10-15

Kelly Financial Group LLC

DECREASED

Shares6,435 from 64,944

Change-58,509 (-90%)

Value$282.0K (-$2.7M)

Filed 2026-10-16

Plan Group Financial, LLC

DECREASED

Shares6,017 from 7,568

Change-1,551 (-20%)

Value$265.7K (-$82.0K)

Filed 2026-10-22

Ignite Planners, LLC

INCREASED

Shares5,883 from 5,729

Change+154 (+3%)

Value$257.8K (-$5.4K)

Filed 2026-10-14

Wealth Alliance Advisory Group, LLC

DECREASED

Shares5,220 from 326,085

Change-320,865 (-98%)

Value$228.7K (-$14.8M)

Filed 2026-10-14

Ashton Thomas Securities, LLC

UNCHANGED

Shares3,070 from 3,070

Change0 (0%)

Value$134.5K (-$6.5K)

Filed 2026-10-26

Private Trust Co NA

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$39.4K (-$1.9K)

Filed 2026-10-20

Farther Finance Advisors, LLC

DECREASED

Shares780 from 1,326

Change-546 (-41%)

Value$34.2K (-$26.8K)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares573 from 3

Change+570 (+19000%)

Value$25.1K (+$25.0K)

Filed 2026-11-03

Nova Financial LLC

NEW

Shares237

Change+237

Value$10.4K

Filed 2026-11-04

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$8.8K (-$425)

Filed 2026-11-03

Lodestone Wealth Management LLC

DECREASED

Shares132 from 138

Change-6 (-4%)

Value$5.8K (-$534)

Filed 2026-10-14

Spire Wealth Management

INCREASED

Shares86 from 82

Change+4 (+5%)

Value$3.8K (+$1)

Filed 2026-10-30

SBI Securities Co., Ltd.

INCREASED

Shares10 from 9

Change+1 (+11%)

Value$438 (+$24)

Filed 2026-10-22

Perigon Wealth Management, LLC

CLOSED

Shares0 from 8,286

Change-8,286 (-100%)

Value$0 (-$380.7K)

Filed 2026-10-22

Lockerman Financial Group, Inc.

CLOSED

Shares0 from 5,035

Change-5,035 (-100%)

Value$0 (-$231.4K)

Filed 2026-10-19

Atria Investments, Inc

CLOSED

Shares0 from 5,004

Change-5,004 (-100%)

Value$0 (-$229.9K)

Filed 2026-10-15

Cornerstone Planning Group LLC

CLOSED

Shares0 from 732

Change-732 (-100%)

Value$0 (-$33.1K)

Filed 2026-10-16

Assetmark, Inc

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$827)

Filed 2026-10-21

JPMorgan Chase & Co

N/A

Shares— from 4,869,136

Change-4,869,136 (-100%)

Value—

Clearwater Capital Advisors, LLC

N/A

Shares— from 1,290,839

Change-1,290,839 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 744,331

Change-744,331 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 615,885

Change-615,885 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 450,990

Change-450,990 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 332,333

Change-332,333 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 229,355

Change-229,355 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 164,897

Change-164,897 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 131,345

Change-131,345 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 110,943

Change-110,943 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 78,493

Change-78,493 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 55,916

Change-55,916 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 45,166

Change-45,166 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 34,391

Change-34,391 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,892

Change-33,892 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 22,633

Change-22,633 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 19,895

Change-19,895 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 14,812

Change-14,812 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 13,509

Change-13,509 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 11,775

Change-11,775 (-100%)

Value—

Shelter Mutual Insurance Co

N/A

Shares— from 10,400

Change-10,400 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 9,713

Change-9,713 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 9,067

Change-9,067 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,027

Change-8,027 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 7,990

Change-7,990 (-100%)

Value—

Ascension Capital Advisors, Inc.

N/A

Shares— from 7,401

Change-7,401 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 7,271

Change-7,271 (-100%)

Value—

Stephens Inc

N/A

Shares— from 7,035

Change-7,035 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 6,753

Change-6,753 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 6,664

Change-6,664 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 6,136

Change-6,136 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 6,131

Change-6,131 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 5,992

Change-5,992 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 5,922

Change-5,922 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,367

Change-5,367 (-100%)

Value—

Shared Vision Wealth Group LLC

N/A

Shares— from 4,731

Change-4,731 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 4,687

Change-4,687 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,602

Change-4,602 (-100%)

Value—

US Bancorp \de\

N/A

Shares— from 2,185

Change-2,185 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 2,083

Change-2,083 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,091

Change-1,091 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 996

Change-996 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 750

Change-750 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 537

Change-537 (-100%)

Value—

FMR LLC

N/A

Shares— from 442

Change-442 (-100%)

Value—

UBS Group AG

N/A

Shares— from 385

Change-385 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 360

Change-360 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 325

Change-325 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 274

Change-274 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 270

Change-270 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 239

Change-239 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 237

Change-237 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 165

Change-165 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 146

Change-146 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 136

Change-136 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 74

Change-74 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 65

Change-65 (-100%)

Value—

Central Trust Co

N/A

Shares— from 25

Change-25 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 0

Change0

Value—

	Status
Heck Capital Advisors, LLC	INCREASED	255,804	236,638	+19,166	+8%	$10.9M	$11.2M	+$337.1K	2026-10-14
Apella Capital, LLC	DECREASED	217,920	322,153	-104,233	-32%	$14.7M	$9.5M	-$5.2M	2026-10-08
Marks Group Wealth Management, Inc	NEW	148,170	—	+148,170	—	—	$6.5M	—	2026-11-05
Kestra Advisory Services, LLC	INCREASED	91,563	87,577	+3,986	+5%	$4.0M	$4.0M	-$11.4K	2026-11-02
Eagle Harbor Asset Management Inc	DECREASED	66,487	67,768	-1,281	-2%	$3.1M	$2.9M	-$200.5K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	56,130	67,393	-11,263	-17%	$3.1M	$2.5K	-$3.1M	2026-11-02
Bailard, Inc.	INCREASED	53,785	47,985	+5,800	+12%	$2.2M	$2.4M	+$152.2K	2026-10-13
Ascent Group, LLC	DECREASED	52,301	54,228	-1,927	-4%	$2.5M	$2.3M	-$199.7K	2026-10-30
Arlington Financial Advisors, LLC	INCREASED	48,875	25,461	+23,414	+92%	$1.2M	$2.1M	+$972.0K	2026-10-19
CGN Advisors LLC	DECREASED	46,439	53,662	-7,223	-13%	$2.5M	$2.0M	-$430.6K	2026-10-21
Ascentis Independent Advisors	NEW	45,057	—	+45,057	—	—	$2.0M	—	2026-11-03
ACT Advisors, Llc.	DECREASED	44,313	46,841	-2,528	-5%	$2.2M	$1.9M	-$210.3K	2026-10-15
Independent Wealth Network Inc.	INCREASED	42,072	40,733	+1,339	+3%	$1.9M	$1.8M	-$27.9K	2026-10-19
Prime Capital Investment Advisors, LLC	INCREASED	30,812	23,101	+7,711	+33%	$1.1M	$1.4M	+$288.8K	2026-10-20
WBH Advisory Inc	INCREASED	29,724	6,400	+23,324	+364%	$294.1K	$1.3M	+$1.0M	2026-11-05
Triad Wealth Partners, LLC	DECREASED	29,242	49,531	-20,289	-41%	$2.2M	$1.3M	-$951.8K	2026-10-26
Legacy Private Trust Co.	DECREASED	26,038	51,796	-25,758	-50%	$2.4M	$1.1M	-$1.2M	2026-10-06
Rosenberg Matthew Hamilton	INCREASED	23,920	3,065	+20,855	+680%	$140.8K	$1.0M	+$907.5K	2026-10-05
Park Avenue Securities LLC	DECREASED	23,507	24,659	-1,152	-5%	$1.1M	$1.0K	-$1.1M	2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group	DECREASED	21,946	54,633	-32,687	-60%	$2.5M	$961.8K	-$1.5M	2026-10-13
Cobblestone Asset Management LLC	INCREASED	21,100	20,879	+221	+1%	$959.4K	$924.7K	-$34.7K	2026-10-13
WealthPlan Investment Management, LLC	NEW	16,645	—	+16,645	—	—	$729.5K	—	2026-10-15
Northbridge Financial Group, LLC	DECREASED	15,553	16,280	-727	-4%	$748.1K	$679.8K	-$68.2K	2026-11-05
Sharkey, Howes & Javer	DECREASED	15,411	16,678	-1,267	-8%	$766.4K	$675.4K	-$91.0K	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	13,785	14,203	-418	-3%	$652.6K	$604.1K	-$48.5K	2026-11-02
Avestar Capital, LLC	INCREASED	13,404	10,878	+2,526	+23%	$499.8K	$587.4K	+$87.6K	2026-10-28
Schear Investment Advisers, LLC	NEW	12,687	—	+12,687	—	—	$556.0K	—	2026-10-14
Tempo Wealth, LLC	NEW	12,687	—	+12,687	—	—	$556.0K	—	2026-10-14
Alpha Omega Wealth Management LLC	INCREASED	12,190	12,133	+57	+0%	$557.5K	$534.2K	-$23.3K	2026-10-23
IFP Advisors, Inc	INCREASED	11,742	5,201	+6,541	+126%	$239.0K	$514.6K	+$275.6K	2026-10-16
MN Wealth Advisors, LLC	DECREASED	10,682	13,182	-2,500	-19%	$605.7K	$468.1K	-$137.6K	2026-10-23
Elevation Wealth Management LLC	DECREASED	9,266	9,875	-609	-6%	$453.8K	$406.1K	-$47.7K	2026-11-02
StoneX Group Inc.	INCREASED	8,801	7,957	+844	+11%	$365.8K	$386.8K	+$21.0K	2026-11-03
Sutton Place Investors LLC	DECREASED	8,084	8,363	-279	-3%	$384.3K	$354.3K	-$30.0K	2026-10-20
XY Planning Network, Inc.	UNCHANGED	7,732	7,732	0	0%	$355.3K	$338.9K	-$16.4K	2026-10-14
WealthPLAN Partners, LLC	NEW	6,632	—	+6,632	—	—	$290.7K	—	2026-10-15
Kelly Financial Group LLC	DECREASED	6,435	64,944	-58,509	-90%	$3.0M	$282.0K	-$2.7M	2026-10-16
Plan Group Financial, LLC	DECREASED	6,017	7,568	-1,551	-20%	$347.7K	$265.7K	-$82.0K	2026-10-22
Ignite Planners, LLC	INCREASED	5,883	5,729	+154	+3%	$263.2K	$257.8K	-$5.4K	2026-10-14
Wealth Alliance Advisory Group, LLC	DECREASED	5,220	326,085	-320,865	-98%	$15.0M	$228.7K	-$14.8M	2026-10-14
Ashton Thomas Securities, LLC	UNCHANGED	3,070	3,070	0	0%	$141.1K	$134.5K	-$6.5K	2026-10-26
Private Trust Co NA	UNCHANGED	900	900	0	0%	$41.4K	$39.4K	-$1.9K	2026-10-20
Farther Finance Advisors, LLC	DECREASED	780	1,326	-546	-41%	$61.0K	$34.2K	-$26.8K	2026-10-08
Parallel Advisors, LLC	INCREASED	573	3	+570	+19000%	$138	$25.1K	+$25.0K	2026-11-03
Nova Financial LLC	NEW	237	—	+237	—	—	$10.4K	—	2026-11-04
Ashton Thomas Private Wealth, LLC	UNCHANGED	200	200	0	0%	$9.2K	$8.8K	-$425	2026-11-03
Lodestone Wealth Management LLC	DECREASED	132	138	-6	-4%	$6.3K	$5.8K	-$534	2026-10-14
Spire Wealth Management	INCREASED	86	82	+4	+5%	$3.8K	$3.8K	+$1	2026-10-30
SBI Securities Co., Ltd.	INCREASED	10	9	+1	+11%	$414	$438	+$24	2026-10-22
Perigon Wealth Management, LLC	CLOSED	0	8,286	-8,286	-100%	$380.7K	$0	-$380.7K	2026-10-22
Lockerman Financial Group, Inc.	CLOSED	0	5,035	-5,035	-100%	$231.4K	$0	-$231.4K	2026-10-19
Atria Investments, Inc	CLOSED	0	5,004	-5,004	-100%	$229.9K	$0	-$229.9K	2026-10-15
Cornerstone Planning Group LLC	CLOSED	0	732	-732	-100%	$33.1K	$0	-$33.1K	2026-10-16
Assetmark, Inc	CLOSED	0	18	-18	-100%	$827	$0	-$827	2026-10-21
JPMorgan Chase & Co	N/A	—	4,869,136	-4,869,136	-100%	$224.6M	—	—	—
Clearwater Capital Advisors, LLC	N/A	—	1,290,839	-1,290,839	-100%	$59.3M	—	—	—
LPL Financial LLC	N/A	—	744,331	-744,331	-100%	$34.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	615,885	-615,885	-100%	$28.3M	—	—	—
Tradition Wealth Management, LLC	N/A	—	450,990	-450,990	-100%	$20.7M	—	—	—
Morgan Stanley	N/A	—	332,333	-332,333	-100%	$15.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	229,355	-229,355	-100%	$10.5M	—	—	—
HighTower Advisors, LLC	N/A	—	164,897	-164,897	-100%	$7.6M	—	—	—
Cetera Investment Advisers	N/A	—	131,345	-131,345	-100%	$6.0M	—	—	—
Citadel Advisors LLC	N/A	—	110,943	-110,943	-100%	$5.1M	—	—	—
Bank of America Corp	N/A	—	78,493	-78,493	-100%	$3.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	55,916	-55,916	-100%	$2.6M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	45,166	-45,166	-100%	$2.1M	—	—	—
Kovack Advisors, Inc.	N/A	—	34,391	-34,391	-100%	$1.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	33,892	-33,892	-100%	$1.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	22,633	-22,633	-100%	$1.0M	—	—	—
Raymond James Financial Inc	N/A	—	19,895	-19,895	-100%	$914.2K	—	—	—
Berger Financial Group, Inc	N/A	—	14,812	-14,812	-100%	$680.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	13,509	-13,509	-100%	$620.7K	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	11,775	-11,775	-100%	$541.1K	—	—	—
Shelter Mutual Insurance Co	N/A	—	10,400	-10,400	-100%	$477.9K	—	—	—
National Bank of Canada	N/A	—	9,713	-9,713	-100%	$449.3K	—	—	—
5T Wealth, LLC	N/A	—	9,067	-9,067	-100%	$416.6K	—	—	—
MML Investors Services, LLC	N/A	—	8,027	-8,027	-100%	$368.9K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	7,990	-7,990	-100%	$367.1K	—	—	—
Ascension Capital Advisors, Inc.	N/A	—	7,401	-7,401	-100%	$340.1K	—	—	—
Jane Street Group, LLC	N/A	—	7,271	-7,271	-100%	$334.1K	—	—	—
Stephens Inc	N/A	—	7,035	-7,035	-100%	$323.3K	—	—	—
Composition Wealth, LLC	N/A	—	6,753	-6,753	-100%	$310.3K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	6,664	-6,664	-100%	$306.3K	—	—	—
CreativeOne Wealth, LLC	N/A	—	6,136	-6,136	-100%	$282.0K	—	—	—
Fifth Third Bancorp	N/A	—	6,131	-6,131	-100%	$281.7K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	5,992	-5,992	-100%	$275.3K	—	—	—
HRT Financial LP	N/A	—	5,922	-5,922	-100%	$272.0K	—	—	—
Private Advisor Group, LLC	N/A	—	5,367	-5,367	-100%	$246.6K	—	—	—
Shared Vision Wealth Group LLC	N/A	—	4,731	-4,731	-100%	$217.4K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	4,687	-4,687	-100%	$215.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,602	-4,602	-100%	$211.5K	—	—	—
US Bancorp \de\	N/A	—	2,185	-2,185	-100%	$100.4K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	2,083	-2,083	-100%	$197.7K	—	—	—
Allworth Financial LP	N/A	—	1,091	-1,091	-100%	$50.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	996	-996	-100%	$45.8K	—	—	—
LGT Financial Advisors LLC	N/A	—	750	-750	-100%	$34.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	537	-537	-100%	$24.7K	—	—	—
FMR LLC	N/A	—	442	-442	-100%	$20.3K	—	—	—
UBS Group AG	N/A	—	385	-385	-100%	$17.7K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	360	-360	-100%	$16.5K	—	—	—
Founders Financial Alliance, LLC	N/A	—	325	-325	-100%	$14.9K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	274	-274	-100%	$12.6K	—	—	—
Capital Analysts, LLC	N/A	—	270	-270	-100%	$12	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	239	-239	-100%	$11.0K	—	—	—
Bank of Montreal	N/A	—	237	-237	-100%	$10.9K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	165	-165	-100%	$7.6K	—	—	—
Vanguard Advisers Inc	N/A	—	146	-146	-100%	$6.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	136	-136	-100%	$6.2K	—	—	—
Royal Bank of Canada	N/A	—	74	-74	-100%	$3.0K	—	—	—
Wells Fargo & Company	N/A	—	65	-65	-100%	$3.0K	—	—	—
Central Trust Co	N/A	—	25	-25	-100%	$1.1K	—	—	—
Russell Investments Group, Ltd.	N/A	—	3	-3	-100%	$138	—	—	—
Harbour Investments, Inc.	N/A	—	1	-1	-100%	$46	—	—	—
SHP Wealth Management	N/A	—	0	0	—	$3	—	—	—

Showing 115 of 115 institutions