JPMorgan Betabuilders USD HI (BBHY)

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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Ocean Park Asset Management, LLC

UNCHANGED

Shares265,700 from 265,700

Change0 (0%)

Value$11.8M (-$458.3K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares168,260 from 129,768

Change+38,492 (+30%)

Value$7.5K (-$6.0M)

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares151,606 from 91,277

Change+60,329 (+66%)

Value$6.7M (+$2.5M)

Filed 2026-10-21

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares131,333 from 126,774

Change+4,559 (+4%)

Value$5.8M (-$16.4K)

Filed 2026-10-27

Royal Fund Management, LLC

INCREASED

Shares120,767 from 116,306

Change+4,461 (+4%)

Value$5.4M (-$2.7K)

Filed 2026-10-22

Windsor Capital Management, LLC

DECREASED

Shares104,899 from 105,925

Change-1,026 (-1%)

Value$4.7M (-$228.3K)

Filed 2026-10-13

Mission Wealth Management, LP

DECREASED

Shares103,877 from 120,802

Change-16,925 (-14%)

Value$4.6M (-$959.4K)

Filed 2026-10-15

Albion Financial Group

INCREASED

Shares54,860 from 52,785

Change+2,075 (+4%)

Value$2.4M (+$1.0K)

Filed 2026-10-21

Fifth Third Securities, Inc.

INCREASED

Shares52,772 from 36,533

Change+16,239 (+44%)

Value$2.3M (+$657.5K)

Filed 2026-10-21

Investment Partners Asset Management, Inc.

INCREASED

Shares48,981 from 48,060

Change+921 (+2%)

Value$2.2M (-$42.0K)

Filed 2026-10-09

MN Wealth Advisors, LLC

INCREASED

Shares33,545 from 17,142

Change+16,403 (+96%)

Value$1.5M (+$698.2K)

Filed 2026-10-23

Park Avenue Securities LLC

DECREASED

Shares33,354 from 37,026

Change-3,672 (-10%)

Value$1.5K (-$1.7M)

Filed 2026-10-26

Sigma Planning Corp

INCREASED

Shares26,584 from 25,319

Change+1,265 (+5%)

Value$1.2M (+$12.4K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares23,402 from 13,672

Change+9,730 (+71%)

Value$1.0M (+$408.1K)

Filed 2026-11-02

Nolet Wealth Management, LLC

DECREASED

Shares22,500 from 23,506

Change-1,006 (-4%)

Value$998.3K (-$85.2K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares21,772 from 16,158

Change+5,614 (+35%)

Value$966.0K (+$221.2K)

Filed 2026-10-08

MLG Wealth Management DBA Pine Grove Financial Group

INCREASED

Shares17,356 from 10,193

Change+7,163 (+70%)

Value$770.1K (+$307.9K)

Filed 2026-10-13

Lido Advisors, LLC

INCREASED

Shares16,367 from 15,845

Change+522 (+3%)

Value$726.2K (-$4.2K)

Filed 2026-11-04

Dynamic Advisor Solutions LLC

DECREASED

Shares15,776 from 16,569

Change-793 (-5%)

Value$700.0K (-$63.8K)

Filed 2026-10-13

Ascent Group, LLC

INCREASED

Shares15,490 from 10,327

Change+5,163 (+50%)

Value$687.3K (+$211.3K)

Filed 2026-10-30

Independent Wealth Network Inc.

INCREASED

Shares13,599 from 13,154

Change+445 (+3%)

Value$603.4K (-$2.9K)

Filed 2026-10-19

Bank of New York Mellon Corp

INCREASED

Shares10,903 from 6,571

Change+4,332 (+66%)

Value$483.8K (+$180.9K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares9,536 from 7,263

Change+2,273 (+31%)

Value$423.1K (+$88.3K)

Filed 2026-10-16

Commonwealth Equity Services, LLC

INCREASED

Shares9,008 from 5,054

Change+3,954 (+78%)

Value$399.7K (+$166.7K)

Filed 2026-11-02

Thrivent Financial for Lutherans

DECREASED

Shares8,358 from 17,724

Change-9,366 (-53%)

Value$369.0K (-$448.0K)

Filed 2026-11-05

Lockerman Financial Group, Inc.

INCREASED

Shares7,950 from 6,040

Change+1,910 (+32%)

Value$352.7K (+$74.3K)

Filed 2026-10-19

Truist Financial Corp

INCREASED

Shares7,549 from 6,798

Change+751 (+11%)

Value$334.9K (+$21.6K)

Filed 2026-10-30

M Holdings Securities, Inc.

NEW

Shares6,760

Change+6,760

Value$299.0K

Filed 2026-11-03

Acorn Wealth Advisors, LLC

DECREASED

Shares6,335 from 6,722

Change-387 (-6%)

Value$281.1K (-$28.8K)

Filed 2026-10-19

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares5,358 from 6,085

Change-727 (-12%)

Value$237.7K (-$42.8K)

Filed 2026-10-05

J.W. Cole Advisors, Inc.

NEW

Shares5,060

Change+5,060

Value$224.5K

Filed 2026-11-05

Acorn Financial Advisory Services Inc

DECREASED

Shares4,798 from 5,057

Change-259 (-5%)

Value$212.9K (-$20.2K)

Filed 2026-11-02

Unique Wealth, LLC

NEW

Shares4,547

Change+4,547

Value$201.8K

Filed 2026-10-16

Ascentis Independent Advisors

NEW

Shares4,198

Change+4,198

Value$186.3K

Filed 2026-11-03

Rosenberg Matthew Hamilton

UNCHANGED

Shares3,416 from 3,416

Change0 (0%)

Value$151.6K (-$5.9K)

Filed 2026-10-05

Richardson Financial Services Inc.

INCREASED

Shares1,826 from 893

Change+933 (+104%)

Value$81.0K (+$39.9K)

Filed 2026-10-30

SBI Securities Co., Ltd.

INCREASED

Shares1,201 from 475

Change+726 (+153%)

Value$53.3K (+$31.4K)

Filed 2026-10-22

Private Trust Co NA

DECREASED

Shares1,085 from 1,528

Change-443 (-29%)

Value$48.1K (-$22.3K)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

DECREASED

Shares760 from 886

Change-126 (-14%)

Value$33.8K (-$7.0K)

Filed 2026-10-30

Nfsg Corp

UNCHANGED

Shares760 from 760

Change0 (0%)

Value$33.7K (-$1.3K)

Filed 2026-10-15

Cordgrass Capital Advisors, LLC

DECREASED

Shares332 from 344

Change-12 (-3%)

Value$14.7K (-$1.1K)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

INCREASED

Shares252 from 197

Change+55 (+28%)

Value$11.2K (+$2.1K)

Filed 2026-11-03

Harbor Investment Advisory, LLC

INCREASED

Shares180 from 30

Change+150 (+500%)

Value$8.0K (+$6.6K)

Filed 2026-10-13

Rossby Financial, LCC

UNCHANGED

Shares124 from 124

Change0 (0%)

Value$5.5K (-$214)

Filed 2026-11-05

Horizon Financial Services, LLC

NEW

Shares120

Change+120

Value$5.3K

Filed 2026-11-04

Triumph Capital Management

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$4.8K (-$186)

Filed 2026-10-14

Fifth Third Bancorp

DECREASED

Shares64 from 76

Change-12 (-16%)

Value$2.9K (-$652)

Filed 2026-11-05

Latitude Advisors, LLC

NEW

Shares61

Change+61

Value$2.7K

Filed 2026-10-27

Nova Financial LLC

NEW

Shares21

Change+21

Value$932

Filed 2026-11-04

US Bancorp \de\

NEW

Shares20

Change+20

Value$887

Filed 2026-11-05

Spire Wealth Management

INCREASED

Shares16 from 15

Change+1 (+7%)

Value$710 (+$19)

Filed 2026-10-30

Halbert Hargrove Global Advisors, LLC

INCREASED

Shares5 from 2

Change+3 (+150%)

Value$222 (+$129)

Filed 2026-10-16

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$221 (-$9)

Filed 2026-11-04

TBH Global Asset Management, LLC

CLOSED

Shares0 from 8,773

Change-8,773 (-100%)

Value$0 (-$404.4K)

Filed 2026-11-03

Daymark Wealth Partners, LLC

CLOSED

Shares0 from 4,912

Change-4,912 (-100%)

Value$0 (-$226.4K)

Filed 2026-11-04

CGN Advisors LLC

CLOSED

Shares0 from 4,552

Change-4,552 (-100%)

Value$0 (-$209.8K)

Filed 2026-10-21

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,446

Change-1,446 (-100%)

Value$0 (-$66.7K)

Filed 2026-10-15

Cornerstone Planning Group LLC

CLOSED

Shares0 from 198

Change-198 (-100%)

Value$0 (-$9.1K)

Filed 2026-10-16

Larson Financial Group LLC

CLOSED

Shares0 from 42

Change-42 (-100%)

Value$0 (-$1.9K)

Filed 2026-11-05

JPMorgan Chase & Co

N/A

Shares— from 2,075,605

Change-2,075,605 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,522,723

Change-1,522,723 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 950,580

Change-950,580 (-100%)

Value—

Bernicke Wealth Management, Ltd.

N/A

Shares— from 644,153

Change-644,153 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 602,055

Change-602,055 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 486,981

Change-486,981 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 402,794

Change-402,794 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 344,224

Change-344,224 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 186,314

Change-186,314 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 135,992

Change-135,992 (-100%)

Value—

Vawter Financial, Ltd.

N/A

Shares— from 135,858

Change-135,858 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 133,282

Change-133,282 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 119,600

Change-119,600 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 105,010

Change-105,010 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 95,936

Change-95,936 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 78,028

Change-78,028 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 73,232

Change-73,232 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 62,060

Change-62,060 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 54,541

Change-54,541 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 51,130

Change-51,130 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 43,860

Change-43,860 (-100%)

Value—

Menard Financial Group LLC

N/A

Shares— from 36,093

Change-36,093 (-100%)

Value—

Portfolio Strategies, Inc.

N/A

Shares— from 32,239

Change-32,239 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 29,684

Change-29,684 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 26,774

Change-26,774 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 22,298

Change-22,298 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 20,665

Change-20,665 (-100%)

Value—

Simmons Bank

N/A

Shares— from 17,779

Change-17,779 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 14,504

Change-14,504 (-100%)

Value—

Legacy Edge Advisors, LLC

N/A

Shares— from 14,316

Change-14,316 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 12,104

Change-12,104 (-100%)

Value—

Midwestern Financial, LLC

N/A

Shares— from 11,015

Change-11,015 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,912

Change-10,912 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 9,673

Change-9,673 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 8,345

Change-8,345 (-100%)

Value—

Hopwood Nicholas Hunter

N/A

Shares— from 7,897

Change-7,897 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 7,114

Change-7,114 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 5,421

Change-5,421 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 5,402

Change-5,402 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,862

Change-4,862 (-100%)

Value—

Cape COD Five Cents Savings Bank

N/A

Shares— from 4,844

Change-4,844 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,573

Change-4,573 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 1,493

Change-1,493 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 1,422

Change-1,422 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,417

Change-1,417 (-100%)

Value—

UBS Group AG

N/A

Shares— from 857

Change-857 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 856

Change-856 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 813

Change-813 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 775

Change-775 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 621

Change-621 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 559

Change-559 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 452

Change-452 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 425

Change-425 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 398

Change-398 (-100%)

Value—

FMR LLC

N/A

Shares— from 368

Change-368 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 341

Change-341 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 247

Change-247 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 183

Change-183 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 42

Change-42 (-100%)

Value—

	Status
Ocean Park Asset Management, LLC	UNCHANGED	265,700	265,700	0	0%	$12.2M	$11.8M	-$458.3K	2026-10-21
Cambridge Investment Research Advisors, Inc.	INCREASED	168,260	129,768	+38,492	+30%	$6.0M	$7.5K	-$6.0M	2026-11-02
Assetmark, Inc	INCREASED	151,606	91,277	+60,329	+66%	$4.2M	$6.7M	+$2.5M	2026-10-21
Pinnacle Wealth Planning Services, Inc.	INCREASED	131,333	126,774	+4,559	+4%	$5.8M	$5.8M	-$16.4K	2026-10-27
Royal Fund Management, LLC	INCREASED	120,767	116,306	+4,461	+4%	$5.4M	$5.4M	-$2.7K	2026-10-22
Windsor Capital Management, LLC	DECREASED	104,899	105,925	-1,026	-1%	$4.9M	$4.7M	-$228.3K	2026-10-13
Mission Wealth Management, LP	DECREASED	103,877	120,802	-16,925	-14%	$5.6M	$4.6M	-$959.4K	2026-10-15
Albion Financial Group	INCREASED	54,860	52,785	+2,075	+4%	$2.4M	$2.4M	+$1.0K	2026-10-21
Fifth Third Securities, Inc.	INCREASED	52,772	36,533	+16,239	+44%	$1.7M	$2.3M	+$657.5K	2026-10-21
Investment Partners Asset Management, Inc.	INCREASED	48,981	48,060	+921	+2%	$2.2M	$2.2M	-$42.0K	2026-10-09
MN Wealth Advisors, LLC	INCREASED	33,545	17,142	+16,403	+96%	$790.2K	$1.5M	+$698.2K	2026-10-23
Park Avenue Securities LLC	DECREASED	33,354	37,026	-3,672	-10%	$1.7M	$1.5K	-$1.7M	2026-10-26
Sigma Planning Corp	INCREASED	26,584	25,319	+1,265	+5%	$1.2M	$1.2M	+$12.4K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	23,402	13,672	+9,730	+71%	$630.2K	$1.0M	+$408.1K	2026-11-02
Nolet Wealth Management, LLC	DECREASED	22,500	23,506	-1,006	-4%	$1.1M	$998.3K	-$85.2K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	21,772	16,158	+5,614	+35%	$744.8K	$966.0K	+$221.2K	2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group	INCREASED	17,356	10,193	+7,163	+70%	$462.1K	$770.1K	+$307.9K	2026-10-13
Lido Advisors, LLC	INCREASED	16,367	15,845	+522	+3%	$730.4K	$726.2K	-$4.2K	2026-11-04
Dynamic Advisor Solutions LLC	DECREASED	15,776	16,569	-793	-5%	$763.7K	$700.0K	-$63.8K	2026-10-13
Ascent Group, LLC	INCREASED	15,490	10,327	+5,163	+50%	$476.0K	$687.3K	+$211.3K	2026-10-30
Independent Wealth Network Inc.	INCREASED	13,599	13,154	+445	+3%	$606.3K	$603.4K	-$2.9K	2026-10-19
Bank of New York Mellon Corp	INCREASED	10,903	6,571	+4,332	+66%	$302.9K	$483.8K	+$180.9K	2026-11-05
IFP Advisors, Inc	INCREASED	9,536	7,263	+2,273	+31%	$334.8K	$423.1K	+$88.3K	2026-10-16
Commonwealth Equity Services, LLC	INCREASED	9,008	5,054	+3,954	+78%	$233.0K	$399.7K	+$166.7K	2026-11-02
Thrivent Financial for Lutherans	DECREASED	8,358	17,724	-9,366	-53%	$817.0K	$369.0K	-$448.0K	2026-11-05
Lockerman Financial Group, Inc.	INCREASED	7,950	6,040	+1,910	+32%	$278.4K	$352.7K	+$74.3K	2026-10-19
Truist Financial Corp	INCREASED	7,549	6,798	+751	+11%	$313.4K	$334.9K	+$21.6K	2026-10-30
M Holdings Securities, Inc.	NEW	6,760	—	+6,760	—	—	$299.0K	—	2026-11-03
Acorn Wealth Advisors, LLC	DECREASED	6,335	6,722	-387	-6%	$309.9K	$281.1K	-$28.8K	2026-10-19
MassMutual Private Wealth & Trust, FSB	DECREASED	5,358	6,085	-727	-12%	$280.5K	$237.7K	-$42.8K	2026-10-05
J.W. Cole Advisors, Inc.	NEW	5,060	—	+5,060	—	—	$224.5K	—	2026-11-05
Acorn Financial Advisory Services Inc	DECREASED	4,798	5,057	-259	-5%	$233.1K	$212.9K	-$20.2K	2026-11-02
Unique Wealth, LLC	NEW	4,547	—	+4,547	—	—	$201.8K	—	2026-10-16
Ascentis Independent Advisors	NEW	4,198	—	+4,198	—	—	$186.3K	—	2026-11-03
Rosenberg Matthew Hamilton	UNCHANGED	3,416	3,416	0	0%	$157.5K	$151.6K	-$5.9K	2026-10-05
Richardson Financial Services Inc.	INCREASED	1,826	893	+933	+104%	$41.2K	$81.0K	+$39.9K	2026-10-30
SBI Securities Co., Ltd.	INCREASED	1,201	475	+726	+153%	$21.9K	$53.3K	+$31.4K	2026-10-22
Private Trust Co NA	DECREASED	1,085	1,528	-443	-29%	$70.4K	$48.1K	-$22.3K	2026-10-20
Capital Investment Advisory Services, LLC	DECREASED	760	886	-126	-14%	$40.8K	$33.8K	-$7.0K	2026-10-30
Nfsg Corp	UNCHANGED	760	760	0	0%	$35.0K	$33.7K	-$1.3K	2026-10-15
Cordgrass Capital Advisors, LLC	DECREASED	332	344	-12	-3%	$15.9K	$14.7K	-$1.1K	2026-10-30
Ashton Thomas Private Wealth, LLC	INCREASED	252	197	+55	+28%	$9.1K	$11.2K	+$2.1K	2026-11-03
Harbor Investment Advisory, LLC	INCREASED	180	30	+150	+500%	$1.4K	$8.0K	+$6.6K	2026-10-13
Rossby Financial, LCC	UNCHANGED	124	124	0	0%	$5.7K	$5.5K	-$214	2026-11-05
Horizon Financial Services, LLC	NEW	120	—	+120	—	—	$5.3K	—	2026-11-04
Triumph Capital Management	UNCHANGED	108	108	0	0%	$5.0K	$4.8K	-$186	2026-10-14
Fifth Third Bancorp	DECREASED	64	76	-12	-16%	$3.5K	$2.9K	-$652	2026-11-05
Latitude Advisors, LLC	NEW	61	—	+61	—	—	$2.7K	—	2026-10-27
Nova Financial LLC	NEW	21	—	+21	—	—	$932	—	2026-11-04
US Bancorp \de\	NEW	20	—	+20	—	—	$887	—	2026-11-05
Spire Wealth Management	INCREASED	16	15	+1	+7%	$691	$710	+$19	2026-10-30
Halbert Hargrove Global Advisors, LLC	INCREASED	5	2	+3	+150%	$93	$222	+$129	2026-10-16
Allspring Global Investments Holdings, LLC	UNCHANGED	5	5	0	0%	$230	$221	-$9	2026-11-04
TBH Global Asset Management, LLC	CLOSED	0	8,773	-8,773	-100%	$404.4K	$0	-$404.4K	2026-11-03
Daymark Wealth Partners, LLC	CLOSED	0	4,912	-4,912	-100%	$226.4K	$0	-$226.4K	2026-11-04
CGN Advisors LLC	CLOSED	0	4,552	-4,552	-100%	$209.8K	$0	-$209.8K	2026-10-21
AdvisorNet Financial, Inc	CLOSED	0	1,446	-1,446	-100%	$66.7K	$0	-$66.7K	2026-10-15
Cornerstone Planning Group LLC	CLOSED	0	198	-198	-100%	$9.1K	$0	-$9.1K	2026-10-16
Larson Financial Group LLC	CLOSED	0	42	-42	-100%	$1.9K	$0	-$1.9K	2026-11-05
JPMorgan Chase & Co	N/A	—	2,075,605	-2,075,605	-100%	$95.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,522,723	-1,522,723	-100%	$70.2M	—	—	—
LPL Financial LLC	N/A	—	950,580	-950,580	-100%	$43.8M	—	—	—
Bernicke Wealth Management, Ltd.	N/A	—	644,153	-644,153	-100%	$29.7M	—	—	—
Morgan Stanley	N/A	—	602,055	-602,055	-100%	$27.8M	—	—	—
Bank of America Corp	N/A	—	486,981	-486,981	-100%	$22.4M	—	—	—
HighTower Advisors, LLC	N/A	—	402,794	-402,794	-100%	$18.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	344,224	-344,224	-100%	$15.9M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	186,314	-186,314	-100%	$8.6M	—	—	—
Empowered Funds, LLC	N/A	—	135,992	-135,992	-100%	$6.2M	—	—	—
Vawter Financial, Ltd.	N/A	—	135,858	-135,858	-100%	$6.3M	—	—	—
WCG Wealth Advisors LLC	N/A	—	133,282	-133,282	-100%	$6.1M	—	—	—
Highland Investment Advisors LLC	N/A	—	119,600	-119,600	-100%	$5.5M	—	—	—
BlackRock, Inc.	N/A	—	105,010	-105,010	-100%	$4.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	95,936	-95,936	-100%	$4.4M	—	—	—
Cetera Investment Advisers	N/A	—	78,028	-78,028	-100%	$3.6M	—	—	—
Raymond James Financial Inc	N/A	—	73,232	-73,232	-100%	$3.4M	—	—	—
Summit Financial, LLC	N/A	—	62,060	-62,060	-100%	$2.9M	—	—	—
Principal Securities, Inc.	N/A	—	54,541	-54,541	-100%	$2.5M	—	—	—
CreativeOne Wealth, LLC	N/A	—	51,130	-51,130	-100%	$2.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	43,860	-43,860	-100%	$2.0M	—	—	—
Menard Financial Group LLC	N/A	—	36,093	-36,093	-100%	$1.7M	—	—	—
Portfolio Strategies, Inc.	N/A	—	32,239	-32,239	-100%	$1.5M	—	—	—
MML Investors Services, LLC	N/A	—	29,684	-29,684	-100%	$1.4M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	26,774	-26,774	-100%	$1.2M	—	—	—
5T Wealth, LLC	N/A	—	22,298	-22,298	-100%	$1.0M	—	—	—
Cerity Partners LLC	N/A	—	20,665	-20,665	-100%	$952.6K	—	—	—
Simmons Bank	N/A	—	17,779	-17,779	-100%	$819.5K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	14,504	-14,504	-100%	$668.9K	—	—	—
Legacy Edge Advisors, LLC	N/A	—	14,316	-14,316	-100%	$659.9K	—	—	—
Capital Analysts, LLC	N/A	—	12,104	-12,104	-100%	$558.0K	—	—	—
Midwestern Financial, LLC	N/A	—	11,015	-11,015	-100%	$507.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,912	-10,912	-100%	$503.0K	—	—	—
MAI Capital Management	N/A	—	9,673	-9,673	-100%	$445.9K	—	—	—
Advisory Services Network, LLC	N/A	—	8,345	-8,345	-100%	$384.6K	—	—	—
Hopwood Nicholas Hunter	N/A	—	7,897	-7,897	-100%	$364.0K	—	—	—
Composition Wealth, LLC	N/A	—	7,114	-7,114	-100%	$327.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	5,421	-5,421	-100%	$249.9K	—	—	—
WNY Asset Management, LLC	N/A	—	5,402	-5,402	-100%	$249.0K	—	—	—
Royal Bank of Canada	N/A	—	4,862	-4,862	-100%	$224.0K	—	—	—
Cape COD Five Cents Savings Bank	N/A	—	4,844	-4,844	-100%	$223.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,573	-4,573	-100%	$210.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,800	-1,800	-100%	$83.0K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	1,493	-1,493	-100%	$68.8K	—	—	—
Glassman Wealth Services	N/A	—	1,422	-1,422	-100%	$65.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,417	-1,417	-100%	$65.3K	—	—	—
UBS Group AG	N/A	—	857	-857	-100%	$39.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	856	-856	-100%	$39.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	813	-813	-100%	$37.5K	—	—	—
Huntington National Bank	N/A	—	775	-775	-100%	$35.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	621	-621	-100%	$28.5K	—	—	—
Harbour Investments, Inc.	N/A	—	559	-559	-100%	$25.8K	—	—	—
Wells Fargo & Company	N/A	—	452	-452	-100%	$20.8K	—	—	—
Vision Retirement, LLC	N/A	—	425	-425	-100%	$19.6K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	398	-398	-100%	$18.3K	—	—	—
FMR LLC	N/A	—	368	-368	-100%	$17.0K	—	—	—
Continuum Advisory, LLC	N/A	—	341	-341	-100%	$15.7K	—	—	—
LGT Financial Advisors LLC	N/A	—	250	-250	-100%	$11.5K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	247	-247	-100%	$11.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	183	-183	-100%	$8.4K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	42	-42	-100%	$1.9K	—	—	—

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