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Nuveen ESG US Aggregate Bond (NUBD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares1,716,807 from 1,726,746
Change-9,939 (-1%)
Value$36.3M (-$1.9M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,006,001 from 945,022
Change+60,979 (+6%)
Value$21.3K (-$20.9M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares519,961 from 519,090
Change+871 (+0%)
Value$11.0M (-$482.5K)
Filed 2026-11-06
CGN Advisors LLC
DECREASED
Shares297,487 from 452,900
Change-155,413 (-34%)
Value$6.3M (-$3.7M)
Filed 2026-10-21
rebel Financial LLC
INCREASED
Shares200,507 from 112,923
Change+87,584 (+78%)
Value$4.2M (+$1.7M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares199,460 from 179,602
Change+19,858 (+11%)
Value$4.2M (+$247.1K)
Filed 2026-10-21
Stanich Group LLC
NEW
Shares192,574
Change+192,574
Value$4.1M
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares178,919 from 184,954
Change-6,035 (-3%)
Value$3.8M (-$306.3K)
Filed 2026-10-22
Colorado Capital Management, Inc.
INCREASED
Shares169,926 from 161,515
Change+8,411 (+5%)
Value$3.6K (+$22)
Filed 2026-10-15
Boston Standard Wealth Management, LLC
INCREASED
Shares152,962 from 149,955
Change+3,007 (+2%)
Value$3.2M (-$66.8K)
Filed 2026-10-07
Park Avenue Securities LLC
INCREASED
Shares140,600 from 134,567
Change+6,033 (+4%)
Value$3.0K (-$3.0M)
Filed 2026-10-26
Evolution Advisers, Inc.
DECREASED
Shares121,259 from 125,902
Change-4,643 (-4%)
Value$2.6M (-$213.5K)
Filed 2026-11-06
Integrated Advisors Network LLC
INCREASED
Shares108,910 from 30,214
Change+78,696 (+260%)
Value$2.3M (+$1.6M)
Filed 2026-10-20
XY Planning Network, Inc.
DECREASED
Shares105,673 from 143,312
Change-37,639 (-26%)
Value$2.2M (-$935.1K)
Filed 2026-10-14
Silver Oak Advisory Group, Inc.
INCREASED
Shares102,531 from 101,739
Change+792 (+1%)
Value$2.2M (-$80.4K)
Filed 2026-11-06
UMB Bank, n.a.
INCREASED
Shares91,184 from 87,833
Change+3,351 (+4%)
Value$1.9M (-$13.8K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares70,730 from 68,207
Change+2,523 (+4%)
Value$1.5M (-$12.4K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
NEW
Shares62,059
Change+62,059
Value$1.3M
Filed 2026-10-13
A&I Financial Services, LLC
INCREASED
Shares57,226 from 55,431
Change+1,795 (+3%)
Value$1.2M (-$15.5K)
Filed 2026-10-15
Coldstream Capital Management Inc
DECREASED
Shares53,911 from 54,996
Change-1,085 (-2%)
Value$1.1M (-$76.0K)
Filed 2026-11-09
Wealthfront Advisers LLC
INCREASED
Shares44,292 from 44,238
Change+54 (+0%)
Value$937.7K (-$41.5K)
Filed 2026-11-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares40,268 from 42,379
Change-2,111 (-5%)
Value$852.5K (-$85.6K)
Filed 2026-10-21
US Bancorp \de\
DECREASED
Shares37,851 from 38,284
Change-433 (-1%)
Value$801.3K (-$46.1K)
Filed 2026-11-05
BayBridge Capital Group, LLC
INCREASED
Shares36,447 from 33,836
Change+2,611 (+8%)
Value$771.6K (+$22.6K)
Filed 2026-10-13
D.A. Davidson & Co.
UNCHANGED
Shares36,291 from 36,291
Change0 (0%)
Value$768.3K (-$35.0K)
Filed 2026-10-28
Creative Planning
DECREASED
Shares35,744 from 46,058
Change-10,314 (-22%)
Value$756.7K (-$262.8K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares35,110 from 34,419
Change+691 (+2%)
Value$743.3K (-$18.6K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares32,871 from 32,844
Change+27 (+0%)
Value$727.6K (+$598)
Filed 2026-11-06
Kelman-Lazarov, Inc.
INCREASED
Shares31,944 from 31,920
Change+24 (+0%)
Value$676.3K (-$30.3K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
DECREASED
Shares31,126 from 32,499
Change-1,373 (-4%)
Value$658.9K (-$60.4K)
Filed 2026-10-21
Townsend Financial Planning, LLC
INCREASED
Shares29,756 from 29,214
Change+542 (+2%)
Value$629.9K (-$16.7K)
Filed 2026-11-02
JGP Wealth Management, LLC
INCREASED
Shares27,825 from 17,581
Change+10,244 (+58%)
Value$589.1K (+$199.9K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares25,415 from 24,170
Change+1,245 (+5%)
Value$538.0K (+$3.0K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares22,801 from 32,062
Change-9,261 (-29%)
Value$482.7K (-$227.0K)
Filed 2026-10-15
Avantax Planning Partners, Inc.
INCREASED
Shares22,688 from 19,941
Change+2,747 (+14%)
Value$480.3K (+$38.9K)
Filed 2026-11-03
Vise Technologies, Inc.
NEW
Shares20,775
Change+20,775
Value$439.8K
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,472 from 12,403
Change+8,069 (+65%)
Value$433.4K (+$161.2K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
INCREASED
Shares19,976 from 12,003
Change+7,973 (+66%)
Value$422.9K (+$157.2K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED
Shares18,730 from 21,530
Change-2,800 (-13%)
Value$396.5K (-$80.1K)
Filed 2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED
Shares18,202 from 17,438
Change+764 (+4%)
Value$385.3K (-$654)
Filed 2026-10-19
Natural Investments, LLC
INCREASED
Shares16,825 from 15,300
Change+1,525 (+10%)
Value$356.2K (+$18.2K)
Filed 2026-11-06
Etesian Wealth Advisors, Inc.
DECREASED
Shares16,792 from 18,549
Change-1,757 (-9%)
Value$355.5K (-$55.1K)
Filed 2026-10-27
SGL Investment Advisors, Inc.
INCREASED
Shares16,512 from 15,276
Change+1,236 (+8%)
Value$356.0K (+$23.7K)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
INCREASED
Shares15,783 from 13,028
Change+2,755 (+21%)
Value$334.1K (+$45.8K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares15,101 from 22,942
Change-7,841 (-34%)
Value$319.7K (-$188.1K)
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares14,850 from 14,850
Change0 (0%)
Value$314.4K (-$14.3K)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED
Shares13,315 from 13,319
Change-4 (0%)
Value$281.9K (-$12.9K)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares12,411 from 11,901
Change+510 (+4%)
Value$262.7K (+$3.8K)
Filed 2026-10-26
McAdam, LLC
INCREASED
Shares11,825 from 11,813
Change+12 (+0%)
Value$250.3K (-$11.2K)
Filed 2026-10-21
Avior Wealth Management, LLC
INCREASED
Shares11,322 from 11,206
Change+116 (+1%)
Value$239.7K (-$8.4K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares11,101 from 10,994
Change+107 (+1%)
Value$235.0K (-$8.3K)
Filed 2026-11-03
LexAurum Advisors, LLC
NEW
Shares11,014
Change+11,014
Value$233.2K
Filed 2026-10-19
Alpha Financial Advisors, LLC
NEW
Shares10,899
Change+10,899
Value$230.7K
Filed 2026-11-09
Johnson Financial Group, LLC
UNCHANGED
Shares10,682 from 10,682
Change0 (0%)
Value$226.1K (-$10.3K)
Filed 2026-11-03
Lockerman Financial Group, Inc.
DECREASED
Shares10,652 from 10,778
Change-126 (-1%)
Value$225.5K (-$13.1K)
Filed 2026-10-19
Chesley Taft & Associates LLC
NEW
Shares10,200
Change+10,200
Value$215.9K
Filed 2026-10-13
Clearview Wealth Management LLC
UNCHANGED
Shares10,047 from 10,047
Change0 (0%)
Value$212.9K (-$9.5K)
Filed 2026-10-16
Tcfg Investment Advisors, LLC
UNCHANGED
Shares9,680 from 9,680
Change0 (0%)
Value$204.7K (-$8.9K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares9,613 from 9,613
Change0 (0%)
Value$203.5K (-$9.3K)
Filed 2026-10-07
First Pacific Financial
INCREASED
Shares8,949 from 8,360
Change+589 (+7%)
Value$189.4K (+$4.4K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares7,016 from 6,550
Change+466 (+7%)
Value$148.5K (+$3.5K)
Filed 2026-11-05
J. R. Prunier Capital Management LLC
DECREASED
Shares6,278 from 8,489
Change-2,211 (-26%)
Value$132.9K (-$55.0K)
Filed 2026-11-09
IAG Wealth Partners, LLC
UNCHANGED
Shares5,380 from 5,380
Change0 (0%)
Value$113.9K (-$5.2K)
Filed 2026-11-06
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares4,080 from 3,852
Change+228 (+6%)
Value$86.4K (+$1.1K)
Filed 2026-10-07
Birchwood Financial Partners, Inc.
INCREASED
Shares3,649 from 3,612
Change+37 (+1%)
Value$77.3K (-$2.7K)
Filed 2026-11-02
Blue Trust, Inc.
NEW
Shares2,732
Change+2,732
Value$57.8K
Filed 2026-10-15
Quaker Wealth Management, LLC
INCREASED
Shares2,707 from 2,704
Change+3 (+0%)
Value$57.3K (-$2.6K)
Filed 2026-10-22
Hickory Point Bank & Trust
NEW
Shares2,202
Change+2,202
Value$46.6K
Filed 2026-10-01
Tidemark, LLC
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$40.8K (-$1.9K)
Filed 2026-11-09
TFC Financial Management, Inc.
UNCHANGED
Shares1,777 from 1,777
Change0 (0%)
Value$37.6K (-$1.7K)
Filed 2026-10-26
Kingdom Financial Group Llc.
INCREASED
Shares1,760 from 1,754
Change+6 (+0%)
Value$37.3K (-$1.6K)
Filed 2026-11-04
Covestor Ltd
INCREASED
Shares1,676 from 1,280
Change+396 (+31%)
Value$35 (+$7)
Filed 2026-10-30
Buck Wealth Strategies, LLC
DECREASED
Shares1,519 from 2,663
Change-1,144 (-43%)
Value$32.2K (-$26.8K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares1,237 from 1,198
Change+39 (+3%)
Value$26.2K (-$331)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$21.7K (-$989)
Filed 2026-11-02
Bank of New Hampshire
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$16.5K (-$752)
Filed 2026-10-06
Harbour Investments, Inc.
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$9.8K (-$445)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$8.8K (-$400)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares274 from 1
Change+273 (+27300%)
Value$5.8K (+$5.8K)
Filed 2026-10-08
Smithfield Trust Co
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$4 ($0)
Filed 2026-11-09
Sensenig Capital Advisors, Inc
CLOSED
Shares0 from 9,861
Change-9,861 (-100%)
Value$0 (-$218.3K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 2,073,233
Change-2,073,233 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,662,364
Change-1,662,364 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 539,366
Change-539,366 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 426,103
Change-426,103 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 313,124
Change-313,124 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 310,210
Change-310,210 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 302,281
Change-302,281 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 261,325
Change-261,325 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 236,677
Change-236,677 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 204,117
Change-204,117 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 143,046
Change-143,046 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 127,066
Change-127,066 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 125,258
Change-125,258 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 115,102
Change-115,102 (-100%)
Value—
UBS Group AG
N/A
Shares— from 114,583
Change-114,583 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 111,560
Change-111,560 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 94,104
Change-94,104 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 89,440
Change-89,440 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 75,742
Change-75,742 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 71,710
Change-71,710 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 66,242
Change-66,242 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 59,927
Change-59,927 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 51,664
Change-51,664 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,251
Change-44,251 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 42,748
Change-42,748 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 39,255
Change-39,255 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,363
Change-37,363 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 33,651
Change-33,651 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 32,669
Change-32,669 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 26,374
Change-26,374 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 25,436
Change-25,436 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 24,134
Change-24,134 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 20,915
Change-20,915 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 19,934
Change-19,934 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 19,753
Change-19,753 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 19,609
Change-19,609 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 19,440
Change-19,440 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,394
Change-10,394 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,635
Change-9,635 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 453
Change-453 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED1,716,8071,726,746-9,939-1%$38.2M$36.3M-$1.9M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED1,006,001945,022+60,979+6%$20.9M$21.3K-$20.9M2026-11-02
LPL Financial LLC
INCREASED519,961519,090+871+0%$11.5M$11.0M-$482.5K2026-11-06
CGN Advisors LLC
DECREASED297,487452,900-155,413-34%$10.0M$6.3M-$3.7M2026-10-21
rebel Financial LLC
INCREASED200,507112,923+87,584+78%$2.5M$4.2M+$1.7M2026-11-04
Assetmark, Inc
INCREASED199,460179,602+19,858+11%$4.0M$4.2M+$247.1K2026-10-21
Stanich Group LLC
NEW192,574—+192,574——$4.1M—2026-10-16
Perigon Wealth Management, LLC
DECREASED178,919184,954-6,035-3%$4.1M$3.8M-$306.3K2026-10-22
Colorado Capital Management, Inc.
INCREASED169,926161,515+8,411+5%$3.6K$3.6K+$222026-10-15
Boston Standard Wealth Management, LLC
INCREASED152,962149,955+3,007+2%$3.3M$3.2M-$66.8K2026-10-07
Park Avenue Securities LLC
INCREASED140,600134,567+6,033+4%$3.0M$3.0K-$3.0M2026-10-26
Evolution Advisers, Inc.
DECREASED121,259125,902-4,643-4%$2.8M$2.6M-$213.5K2026-11-06
Integrated Advisors Network LLC
INCREASED108,91030,214+78,696+260%$668.8K$2.3M+$1.6M2026-10-20
XY Planning Network, Inc.
DECREASED105,673143,312-37,639-26%$3.2M$2.2M-$935.1K2026-10-14
Silver Oak Advisory Group, Inc.
INCREASED102,531101,739+792+1%$2.3M$2.2M-$80.4K2026-11-06
UMB Bank, n.a.
INCREASED91,18487,833+3,351+4%$1.9M$1.9M-$13.8K2026-11-06
Citigroup Inc
INCREASED70,73068,207+2,523+4%$1.5M$1.5M-$12.4K2026-11-04
SAX Wealth Advisors, LLC
NEW62,059—+62,059——$1.3M—2026-10-13
A&I Financial Services, LLC
INCREASED57,22655,431+1,795+3%$1.2M$1.2M-$15.5K2026-10-15
Coldstream Capital Management Inc
DECREASED53,91154,996-1,085-2%$1.2M$1.1M-$76.0K2026-11-09
Wealthfront Advisers LLC
INCREASED44,29244,238+54+0%$979.2K$937.7K-$41.5K2026-11-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED40,26842,379-2,111-5%$938.1K$852.5K-$85.6K2026-10-21
US Bancorp \de\
DECREASED37,85138,284-433-1%$847.4K$801.3K-$46.1K2026-11-05
BayBridge Capital Group, LLC
INCREASED36,44733,836+2,611+8%$749.0K$771.6K+$22.6K2026-10-13
D.A. Davidson & Co.
UNCHANGED36,29136,29100%$803.3K$768.3K-$35.0K2026-10-28
Creative Planning
DECREASED35,74446,058-10,314-22%$1.0M$756.7K-$262.8K2026-11-02
Atria Investments, Inc
INCREASED35,11034,419+691+2%$761.9K$743.3K-$18.6K2026-10-15
Allworth Financial LP
INCREASED32,87132,844+27+0%$727.0K$727.6K+$5982026-11-06
Kelman-Lazarov, Inc.
INCREASED31,94431,920+24+0%$706.5K$676.3K-$30.3K2026-11-09
Wealthcare Advisory Partners LLC
DECREASED31,12632,499-1,373-4%$719.4K$658.9K-$60.4K2026-10-21
Townsend Financial Planning, LLC
INCREASED29,75629,214+542+2%$646.7K$629.9K-$16.7K2026-11-02
JGP Wealth Management, LLC
INCREASED27,82517,581+10,244+58%$389.2K$589.1K+$199.9K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED25,41524,170+1,245+5%$535.0K$538.0K+$3.0K2026-10-29
Mission Wealth Management, LP
DECREASED22,80132,062-9,261-29%$709.7K$482.7K-$227.0K2026-10-15
Avantax Planning Partners, Inc.
INCREASED22,68819,941+2,747+14%$441.4K$480.3K+$38.9K2026-11-03
Vise Technologies, Inc.
NEW20,775—+20,775——$439.8K—2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED20,47212,403+8,069+65%$272.2K$433.4K+$161.2K2026-10-13
Aaron Wealth Advisors LLC
INCREASED19,97612,003+7,973+66%$265.7K$422.9K+$157.2K2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED18,73021,530-2,800-13%$476.6K$396.5K-$80.1K2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED18,20217,438+764+4%$386.0K$385.3K-$6542026-10-19
Natural Investments, LLC
INCREASED16,82515,300+1,525+10%$338.0K$356.2K+$18.2K2026-11-06
Etesian Wealth Advisors, Inc.
DECREASED16,79218,549-1,757-9%$410.6K$355.5K-$55.1K2026-10-27
SGL Investment Advisors, Inc.
INCREASED16,51215,276+1,236+8%$332.3K$356.0K+$23.7K2026-11-09
Cherry Tree Wealth Management, LLC
INCREASED15,78313,028+2,755+21%$288.4K$334.1K+$45.8K2026-10-15
Commonwealth Equity Services, LLC
DECREASED15,10122,942-7,841-34%$507.8K$319.7K-$188.1K2026-11-02
Parallel Advisors, LLC
UNCHANGED14,85014,85000%$328.7K$314.4K-$14.3K2026-11-03
Valtinson Bruner Financial Planning LLC
DECREASED13,31513,319-40%$294.8K$281.9K-$12.9K2026-11-02
Triad Wealth Partners, LLC
INCREASED12,41111,901+510+4%$258.9K$262.7K+$3.8K2026-10-26
McAdam, LLC
INCREASED11,82511,813+12+0%$261.5K$250.3K-$11.2K2026-10-21
Avior Wealth Management, LLC
INCREASED11,32211,206+116+1%$248.1K$239.7K-$8.4K2026-10-13
Brighton Jones LLC
INCREASED11,10110,994+107+1%$243.3K$235.0K-$8.3K2026-11-03
LexAurum Advisors, LLC
NEW11,014—+11,014——$233.2K—2026-10-19
Alpha Financial Advisors, LLC
NEW10,899—+10,899——$230.7K—2026-11-09
Johnson Financial Group, LLC
UNCHANGED10,68210,68200%$236.4K$226.1K-$10.3K2026-11-03
Lockerman Financial Group, Inc.
DECREASED10,65210,778-126-1%$238.6K$225.5K-$13.1K2026-10-19
Chesley Taft & Associates LLC
NEW10,200—+10,200——$215.9K—2026-10-13
Clearview Wealth Management LLC
UNCHANGED10,04710,04700%$222.4K$212.9K-$9.5K2026-10-16
Tcfg Investment Advisors, LLC
UNCHANGED9,6809,68000%$213.6K$204.7K-$8.9K2026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED9,6139,61300%$212.8K$203.5K-$9.3K2026-10-07
First Pacific Financial
INCREASED8,9498,360+589+7%$185.0K$189.4K+$4.4K2026-10-14
Rossby Financial, LCC
INCREASED7,0166,550+466+7%$145.0K$148.5K+$3.5K2026-11-05
J. R. Prunier Capital Management LLC
DECREASED6,2788,489-2,211-26%$187.9K$132.9K-$55.0K2026-11-09
IAG Wealth Partners, LLC
UNCHANGED5,3805,38000%$119.1K$113.9K-$5.2K2026-11-06
MJT & Associates Financial Advisory Group, Inc.
INCREASED4,0803,852+228+6%$85.3K$86.4K+$1.1K2026-10-07
Birchwood Financial Partners, Inc.
INCREASED3,6493,612+37+1%$80.0K$77.3K-$2.7K2026-11-02
Blue Trust, Inc.
NEW2,732—+2,732——$57.8K—2026-10-15
Quaker Wealth Management, LLC
INCREASED2,7072,704+3+0%$59.9K$57.3K-$2.6K2026-10-22
Hickory Point Bank & Trust
NEW2,202—+2,202——$46.6K—2026-10-01
Tidemark, LLC
UNCHANGED1,9251,92500%$42.6K$40.8K-$1.9K2026-11-09
TFC Financial Management, Inc.
UNCHANGED1,7771,77700%$39.3K$37.6K-$1.7K2026-10-26
Kingdom Financial Group Llc.
INCREASED1,7601,754+6+0%$38.8K$37.3K-$1.6K2026-11-04
Covestor Ltd
INCREASED1,6761,280+396+31%$28$35+$72026-10-30
Buck Wealth Strategies, LLC
DECREASED1,5192,663-1,144-43%$58.9K$32.2K-$26.8K2026-10-28
Creative Financial Designs Inc
INCREASED1,2371,198+39+3%$26.5K$26.2K-$3312026-11-04
Westside Investment Management, Inc.
UNCHANGED1,0251,02500%$22.7K$21.7K-$9892026-11-02
Bank of New Hampshire
UNCHANGED78078000%$17.3K$16.5K-$7522026-10-06
Harbour Investments, Inc.
UNCHANGED46146100%$10.2K$9.8K-$4452026-11-09
EverSource Wealth Advisors, LLC
UNCHANGED41541500%$9.2K$8.8K-$4002026-11-04
Farther Finance Advisors, LLC
INCREASED2741+273+27300%$22$5.8K+$5.8K2026-10-08
Smithfield Trust Co
UNCHANGED21121100%$4$4$02026-11-09
Sensenig Capital Advisors, Inc
CLOSED09,861-9,861-100%$218.3K$0-$218.3K2026-10-23
Morgan Stanley
N/A—2,073,233-2,073,233-100%$45.9M———
Envestnet Asset Management Inc
N/A—1,662,364-1,662,364-100%$36.8M———
WCG Wealth Advisors LLC
N/A—539,366-539,366-100%$11.9M———
Composition Wealth, LLC
N/A—426,103-426,103-100%$9.4M———
Westfuller Advisors, LLC
N/A—313,124-313,124-100%$6.9M———
Focus Partners Wealth
N/A—310,210-310,210-100%$6.9M———
Koss-Olinger Consulting, LLC
N/A—302,281-302,281-100%$6.7M———
Bank of America Corp
N/A—261,325-261,325-100%$5.8M———
Mercer Global Advisors Inc
N/A—236,677-236,677-100%$5.2M———
JPMorgan Chase & Co
N/A—204,117-204,117-100%$4.5M———
Vestmark Advisory Solutions, Inc.
N/A—143,046-143,046-100%$3.2M———
Beacon Pointe Advisors, LLC
N/A—127,066-127,066-100%$2.8M———
Retirement Capital Strategies
N/A—125,258-125,258-100%$2.8M———
Wells Fargo & Company
N/A—115,102-115,102-100%$2.5M———
UBS Group AG
N/A—114,583-114,583-100%$2.5M———
Royal Bank of Canada
N/A—111,560-111,560-100%$2.5M———
Mayport, LLC
N/A—94,104-94,104-100%$2.1M———
Olde Wealth Management, LLC
N/A—89,440-89,440-100%$2.0M———
HighTower Advisors, LLC
N/A—75,742-75,742-100%$1.7M———
MML Investors Services, LLC
N/A—71,710-71,710-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—66,242-66,242-100%$1.5M———
Cetera Investment Advisers
N/A—59,927-59,927-100%$1.3M———
Citadel Advisors LLC
N/A—51,664-51,664-100%$1.1M———
NewEdge Advisors, LLC
N/A—44,251-44,251-100%$979.5K———
OneDigital Investment Advisors LLC
N/A—42,748-42,748-100%$946.2K———
Private Advisor Group, LLC
N/A—39,255-39,255-100%$868.9K———
Osaic Holdings, Inc.
N/A—37,363-37,363-100%$827.1K———
WNY Asset Management, LLC
N/A—33,651-33,651-100%$744.9K———
Goldman Sachs Group Inc
N/A—32,669-32,669-100%$723.1K———
SageView Advisory Group, LLC
N/A—26,374-26,374-100%$583.8K———
Stifel Financial Corp
N/A—25,436-25,436-100%$563.0K———
Raymond James Financial Inc
N/A—24,134-24,134-100%$534.2K———
Evolve Private Wealth, LLC
N/A—20,915-20,915-100%$463.0K———
Canal Capital Management, LLC
N/A—19,934-19,934-100%$441.2K———
Sound View Wealth Advisors Group, LLC
N/A—19,753-19,753-100%$437.2K———
Orion Porfolio Solutions, LLC
N/A—19,609-19,609-100%$434.0K———
Sanctuary Advisors, LLC
N/A—19,440-19,440-100%$430.3K———
Legacy Financial Group LLC
N/A—11,910-11,910-100%$263.6K———
Jane Street Group, LLC
N/A—10,394-10,394-100%$230.1K———
Stratos Wealth Partners, Ltd.
N/A—9,635-9,635-100%$213.3K———
Millstone Evans Group, LLC
N/A—8,097-8,097-100%$179.2K———
Ameritas Investment Partners, Inc.
N/A—7,580-7,580-100%$167.8K———
Financial Gravity Companies, Inc.
N/A—3,720-3,720-100%$82.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—3,320-3,320-100%$73.5K———
Measured Wealth Private Client Group, LLC
N/A—2,736-2,736-100%$60.6K———
Atlantic Union Bankshares Corp
N/A—2,090-2,090-100%$46.3K———
FMR LLC
N/A—2,006-2,006-100%$44.4K———
Franklin Resources Inc
N/A—1,773-1,773-100%$39.2K———
Orion Capital Management LLC
N/A—1,597-1,597-100%$35.4K———
Smartleaf Asset Management LLC
N/A—1,409-1,409-100%$31.3K———
Fiduciary Financial Advisors
N/A—1,000-1,000-100%$22.1K———
Aptus Capital Advisors, LLC
N/A—562-562-100%$12.4K———
Proffitt & Goodson Inc
N/A—453-453-100%$10.0K———
Showing 134 of 134 institutions