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F/M US Treasury 6 Month Bill (XBIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,822,252 from 2,275,618
Change+546,634 (+24%)
Value$141.1M (+$27.3M)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares202,324 from 256,402
Change-54,078 (-21%)
Value$10.1M (-$2.7M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares185,629 from 116,302
Change+69,327 (+60%)
Value$9.3M (+$3.5M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares179,575 from 203,711
Change-24,136 (-12%)
Value$9.0M (-$1.2M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares174,635 from 167,133
Change+7,502 (+4%)
Value$8.7M (+$369.5K)
Filed 2026-10-13
Alpine Bank Wealth Management
INCREASED
Shares163,512 from 147,870
Change+15,642 (+11%)
Value$8.2M (+$778.8K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
DECREASED
Shares86,408 from 86,853
Change-445 (-1%)
Value$4.3M (-$24.0K)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
DECREASED
Shares80,363 from 137,990
Change-57,627 (-42%)
Value$4.0M (-$2.9M)
Filed 2026-11-02
Sterling Group Wealth Management, LLC
INCREASED
Shares78,714 from 42,952
Change+35,762 (+83%)
Value$3.9M (+$1.8M)
Filed 2026-11-03
Fonville Wealth Management LLC
DECREASED
Shares61,245 from 61,502
Change-257 (0%)
Value$3.1M (-$14.1K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares40,619 from 40,159
Change+460 (+1%)
Value$2.0M (+$22.2K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
DECREASED
Shares32,187 from 35,305
Change-3,118 (-9%)
Value$1.6M (-$156.5K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares30,324 from 37,378
Change-7,054 (-19%)
Value$1.5M (-$352.1K)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares22,644 from 21,432
Change+1,212 (+6%)
Value$1.1M (+$60.1K)
Filed 2026-10-28
Money Concepts Capital Corp
DECREASED
Shares21,534 from 24,242
Change-2,708 (-11%)
Value$1.1M (-$135.8K)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares18,015 from 18,862
Change-847 (-4%)
Value$900.4K (-$42.7K)
Filed 2026-10-28
HighRoad Wealth Advisors, LLC
NEW
Shares17,787
Change+17,787
Value$889.0K
Filed 2026-10-14
Curran Financial Partners, LLC
DECREASED
Shares16,590 from 17,781
Change-1,191 (-7%)
Value$829.2K (-$59.9K)
Filed 2026-11-04
KPP Advisory Services LLC
DECREASED
Shares14,080 from 14,580
Change-500 (-3%)
Value$703.7K (-$25.3K)
Filed 2026-10-26
International Assets Investment Management, LLC
DECREASED
Shares12,560 from 13,280
Change-720 (-5%)
Value$628.0K (-$36.1K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
NEW
Shares11,951
Change+11,951
Value$597.3K
Filed 2026-11-05
Milestone Asset Management, LLC
DECREASED
Shares11,102 from 12,132
Change-1,030 (-8%)
Value$554.9K (-$51.7K)
Filed 2026-10-15
Ibex Wealth Advisors
INCREASED
Shares10,055 from 9,934
Change+121 (+1%)
Value$502.6K (+$5.9K)
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares9,897 from 10,497
Change-600 (-6%)
Value$494.7K (-$30.2K)
Filed 2026-10-20
Global View Capital Management LLC
DECREASED
Shares9,746 from 11,187
Change-1,441 (-13%)
Value$487.1K (-$72.2K)
Filed 2026-10-28
FIG Financial Advisory Services Inc
NEW
Shares9,125
Change+9,125
Value$456.0K
Filed 2026-10-07
Concurrent Investment Advisors, LLC
NEW
Shares8,407
Change+8,407
Value$420.2K
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares8,407 from 11,488
Change-3,081 (-27%)
Value$420.2K (-$154.2K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares8,400 from 12,450
Change-4,050 (-33%)
Value$419.8K (-$202.7K)
Filed 2026-11-05
Unique Wealth, LLC
INCREASED
Shares8,379 from 7,306
Change+1,073 (+15%)
Value$418.8K (+$53.5K)
Filed 2026-10-16
Carlson Financial, Inc.
DECREASED
Shares8,369 from 8,618
Change-249 (-3%)
Value$418.3K (-$12.8K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares7,910 from 21,143
Change-13,233 (-63%)
Value$395.3K (-$661.8K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
DECREASED
Shares7,417 from 9,693
Change-2,276 (-23%)
Value$370.7K (-$114.3K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,355 from 5,849
Change+1,506 (+26%)
Value$368 (-$291.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares6,253 from 5,712
Change+541 (+9%)
Value$312.5K (+$26.9K)
Filed 2026-11-02
Atticus Wealth Management, LLC
DECREASED
Shares5,777 from 5,858
Change-81 (-1%)
Value$288.7K (-$4.2K)
Filed 2026-10-20
David Kennon Inc
INCREASED
Shares5,698 from 5,440
Change+258 (+5%)
Value$284.8K (+$12.8K)
Filed 2026-10-13
Portland Financial Advisors Inc
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$272.4K (-$109)
Filed 2026-10-26
Lynch Investment Planning, LLC
INCREASED
Shares5,080 from 5,073
Change+7 (+0%)
Value$253.9K (+$244)
Filed 2026-10-27
Flynn Zito Capital Management, LLC
INCREASED
Shares4,899 from 4,859
Change+40 (+1%)
Value$244.9K (+$1.9K)
Filed 2026-11-04
Royal Fund Management, LLC
INCREASED
Shares4,894 from 4,886
Change+8 (+0%)
Value$244.6K (+$298)
Filed 2026-10-22
Creative Planning
UNCHANGED
Shares4,546 from 4,546
Change0 (0%)
Value$227.2K (-$91)
Filed 2026-11-02
Atlas Private Wealth Advisors
NEW
Shares4,300
Change+4,300
Value$214.9K
Filed 2026-10-23
Verus Financial Partners, Inc.
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$204.9K (-$82)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$49.7K (-$20)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares546
Change+546
Value$27.3K
Filed 2026-10-27
Lanark Financial, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$25.0K (-$10)
Filed 2026-10-26
Rossby Financial, LCC
NEW
Shares2
Change+2
Value$100
Filed 2026-11-05
Manchester Financial Inc
CLOSED
Shares0 from 15,220
Change-15,220 (-100%)
Value$0 (-$761.0K)
Filed 2026-10-15
Farther Finance Advisors, LLC
CLOSED
Shares0 from 4,994
Change-4,994 (-100%)
Value$0 (-$249.7K)
Filed 2026-10-08
Revolve Wealth Partners, LLC
CLOSED
Shares0 from 4,797
Change-4,797 (-100%)
Value$0 (-$239.8K)
Filed 2026-10-23
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-23
Sims Investment Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$30.0K)
Filed 2026-10-13
Assetmark, Inc
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$27.6K)
Filed 2026-10-21
Networth Advisors, LLC
CLOSED
Shares0 from 514
Change-514 (-100%)
Value$0 (-$25.7K)
Filed 2026-11-03
LifeSteps Financial, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-15
UBS Group AG
N/A
Shares— from 530,016
Change-530,016 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 410,810
Change-410,810 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 308,833
Change-308,833 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 287,345
Change-287,345 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 238,737
Change-238,737 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 233,333
Change-233,333 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 167,120
Change-167,120 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 142,958
Change-142,958 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 117,560
Change-117,560 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 103,730
Change-103,730 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 78,289
Change-78,289 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 71,809
Change-71,809 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 67,008
Change-67,008 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 65,991
Change-65,991 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 60,674
Change-60,674 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 51,222
Change-51,222 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 49,220
Change-49,220 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 46,523
Change-46,523 (-100%)
Value—
FMR LLC
N/A
Shares— from 34,604
Change-34,604 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 32,627
Change-32,627 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 32,230
Change-32,230 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 23,844
Change-23,844 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 21,568
Change-21,568 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 19,585
Change-19,585 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 19,386
Change-19,386 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,560
Change-18,560 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,675
Change-15,675 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 14,621
Change-14,621 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,995
Change-10,995 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 10,259
Change-10,259 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 6,015
Change-6,015 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 856
Change-856 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED2,822,2522,275,618+546,634+24%$113.8M$141.1M+$27.3M2026-11-06
Moors & Cabot, Inc.
DECREASED202,324256,402-54,078-21%$12.8M$10.1M-$2.7M2026-11-06
Commonwealth Equity Services, LLC
INCREASED185,629116,302+69,327+60%$5.8M$9.3M+$3.5M2026-11-02
Truist Financial Corp
DECREASED179,575203,711-24,136-12%$10.2M$9.0M-$1.2M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED174,635167,133+7,502+4%$8.4M$8.7M+$369.5K2026-10-13
Alpine Bank Wealth Management
INCREASED163,512147,870+15,642+11%$7.4M$8.2M+$778.8K2026-10-16
Spinnaker Investment Group, LLC
DECREASED86,40886,853-445-1%$4.3M$4.3M-$24.0K2026-10-13
Acorn Financial Advisory Services Inc
DECREASED80,363137,990-57,627-42%$6.9M$4.0M-$2.9M2026-11-02
Sterling Group Wealth Management, LLC
INCREASED78,71442,952+35,762+83%$2.1M$3.9M+$1.8M2026-11-03
Fonville Wealth Management LLC
DECREASED61,24561,502-2570%$3.1M$3.1M-$14.1K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED40,61940,159+460+1%$2.0M$2.0M+$22.2K2026-10-21
Harbor Investment Advisory, LLC
DECREASED32,18735,305-3,118-9%$1.8M$1.6M-$156.5K2026-10-13
Prospera Financial Services Inc
DECREASED30,32437,378-7,054-19%$1.9M$1.5M-$352.1K2026-11-04
Marshall & Sterling Wealth Advisors Inc.
INCREASED22,64421,432+1,212+6%$1.1M$1.1M+$60.1K2026-10-28
Money Concepts Capital Corp
DECREASED21,53424,242-2,708-11%$1.2M$1.1M-$135.8K2026-11-06
MGO One Seven LLC
DECREASED18,01518,862-847-4%$943.1K$900.4K-$42.7K2026-10-28
HighRoad Wealth Advisors, LLC
NEW17,787—+17,787——$889.0K—2026-10-14
Curran Financial Partners, LLC
DECREASED16,59017,781-1,191-7%$889.1K$829.2K-$59.9K2026-11-04
KPP Advisory Services LLC
DECREASED14,08014,580-500-3%$729.0K$703.7K-$25.3K2026-10-26
International Assets Investment Management, LLC
DECREASED12,56013,280-720-5%$664.1K$628.0K-$36.1K2026-11-02
J.W. Cole Advisors, Inc.
NEW11,951—+11,951——$597.3K—2026-11-05
Milestone Asset Management, LLC
DECREASED11,10212,132-1,030-8%$606.6K$554.9K-$51.7K2026-10-15
Ibex Wealth Advisors
INCREASED10,0559,934+121+1%$496.7K$502.6K+$5.9K2026-11-06
Private Trust Co NA
DECREASED9,89710,497-600-6%$524.9K$494.7K-$30.2K2026-10-20
Global View Capital Management LLC
DECREASED9,74611,187-1,441-13%$559.4K$487.1K-$72.2K2026-10-28
FIG Financial Advisory Services Inc
NEW9,125—+9,125——$456.0K—2026-10-07
Concurrent Investment Advisors, LLC
NEW8,407—+8,407——$420.2K—2026-10-16
Spire Wealth Management
DECREASED8,40711,488-3,081-27%$574.4K$420.2K-$154.2K2026-10-30
Fifth Third Bancorp
DECREASED8,40012,450-4,050-33%$622.5K$419.8K-$202.7K2026-11-05
Unique Wealth, LLC
INCREASED8,3797,306+1,073+15%$365.3K$418.8K+$53.5K2026-10-16
Carlson Financial, Inc.
DECREASED8,3698,618-249-3%$431.0K$418.3K-$12.8K2026-11-05
IFP Advisors, Inc
DECREASED7,91021,143-13,233-63%$1.1M$395.3K-$661.8K2026-10-16
SAX Wealth Advisors, LLC
DECREASED7,4179,693-2,276-23%$485.0K$370.7K-$114.3K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED7,3555,849+1,506+26%$292.0K$368-$291.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED6,2535,712+541+9%$285.6K$312.5K+$26.9K2026-11-02
Atticus Wealth Management, LLC
DECREASED5,7775,858-81-1%$292.9K$288.7K-$4.2K2026-10-20
David Kennon Inc
INCREASED5,6985,440+258+5%$272.0K$284.8K+$12.8K2026-10-13
Portland Financial Advisors Inc
UNCHANGED5,4505,45000%$272.5K$272.4K-$1092026-10-26
Lynch Investment Planning, LLC
INCREASED5,0805,073+7+0%$253.7K$253.9K+$2442026-10-27
Flynn Zito Capital Management, LLC
INCREASED4,8994,859+40+1%$243.0K$244.9K+$1.9K2026-11-04
Royal Fund Management, LLC
INCREASED4,8944,886+8+0%$244.3K$244.6K+$2982026-10-22
Creative Planning
UNCHANGED4,5464,54600%$227.3K$227.2K-$912026-11-02
Atlas Private Wealth Advisors
NEW4,300—+4,300——$214.9K—2026-10-23
Verus Financial Partners, Inc.
UNCHANGED4,1004,10000%$205.0K$204.9K-$822026-10-29
Ashton Thomas Private Wealth, LLC
UNCHANGED99499400%$49.7K$49.7K-$202026-11-03
Latitude Advisors, LLC
NEW546—+546——$27.3K—2026-10-27
Lanark Financial, Inc.
UNCHANGED50050000%$25.0K$25.0K-$102026-10-26
Rossby Financial, LCC
NEW2—+2——$100—2026-11-05
Manchester Financial Inc
CLOSED015,220-15,220-100%$761.0K$0-$761.0K2026-10-15
Farther Finance Advisors, LLC
CLOSED04,994-4,994-100%$249.7K$0-$249.7K2026-10-08
Revolve Wealth Partners, LLC
CLOSED04,797-4,797-100%$239.8K$0-$239.8K2026-10-23
Bright Futures Wealth Management, Llc.
CLOSED04,000-4,000-100%$200.0K$0-$200.0K2026-10-23
Sims Investment Management, LLC
CLOSED0600-600-100%$30.0K$0-$30.0K2026-10-13
Assetmark, Inc
CLOSED0552-552-100%$27.6K$0-$27.6K2026-10-21
Networth Advisors, LLC
CLOSED0514-514-100%$25.7K$0-$25.7K2026-11-03
LifeSteps Financial, Inc.
CLOSED0100-100-100%$5.0K$0-$5.0K2026-10-15
UBS Group AG
N/A—530,016-530,016-100%$26.5M———
Stifel Financial Corp
N/A—410,810-410,810-100%$20.5M———
Morgan Stanley
N/A—308,833-308,833-100%$15.4M———
Raymond James Financial Inc
N/A—287,345-287,345-100%$14.4M———
MML Investors Services, LLC
N/A—238,737-238,737-100%$11.9M———
IHT Wealth Management, LLC
N/A—233,333-233,333-100%$11.7M———
Cetera Investment Advisers
N/A—167,120-167,120-100%$8.4M———
Goldman Sachs Group Inc
N/A—142,958-142,958-100%$7.1M———
Integrated Wealth Concepts LLC
N/A—117,560-117,560-100%$5.9M———
Envestnet Asset Management Inc
N/A—103,730-103,730-100%$5.2M———
Benjamin Edwards Inc
N/A—78,289-78,289-100%$3.9M———
Equitable Holdings, Inc.
N/A—71,809-71,809-100%$3.6M———
Private Advisor Group, LLC
N/A—67,008-67,008-100%$3.4M———
Wells Fargo & Company
N/A—65,991-65,991-100%$3.3M———
Emerald Investment Advisers, LLC
N/A—60,674-60,674-100%$3.0M———
Jaffetilchin Investment Partners, LLC
N/A—51,222-51,222-100%$2.6M———
Arax Advisory Partners
N/A—49,220-49,220-100%$2.5M———
Copia Wealth Management
N/A—46,523-46,523-100%$2.3M———
FMR LLC
N/A—34,604-34,604-100%$1.7M———
Founders Financial Alliance, LLC
N/A—32,627-32,627-100%$1.6M———
Gateway Wealth Partners, LLC
N/A—32,230-32,230-100%$1.6M———
World Investment Advisors
N/A—23,844-23,844-100%$1.2M———
Retirement Capital Strategies
N/A—21,568-21,568-100%$1.1M———
Belpointe Asset Management LLC
N/A—19,585-19,585-100%$979.3K———
F/m Investments LLC
N/A—19,386-19,386-100%$969.4K———
Citadel Advisors LLC
N/A—18,560-18,560-100%$928.0K———
Stratos Wealth Partners, Ltd.
N/A—15,675-15,675-100%$783.8K———
Flow Traders U.S. LLC
N/A—14,621-14,621-100%$731.0K———
Great Valley Advisor Group, Inc.
N/A—10,995-10,995-100%$549.7K———
Sun Financial Inc
N/A—10,678-10,678-100%$534.7K———
Denver Wealth Management, Inc.
N/A—10,259-10,259-100%$513.0K———
Janney Montgomery Scott LLC
N/A—7,175-7,175-100%$359.0K———
Principal Securities, Inc.
N/A—7,154-7,154-100%$357.7K———
B & T Capital Management DBA Alpha Capital Management
N/A—6,015-6,015-100%$300.8K———
Geneos Wealth Management Inc.
N/A—5,957-5,957-100%$297.9K———
Bull Harbor Capital LLC
N/A—5,377-5,377-100%$268.8K———
Pitcairn Wealth Advisors LLC
N/A—5,146-5,146-100%$257.3K———
Fortress Private Ledger, LLC
N/A—4,748-4,748-100%$237.4K———
Steward Partners Investment Advisory, LLC
N/A—4,610-4,610-100%$230.5K———
Global Retirement Partners, LLC
N/A—4,065-4,065-100%$203.3K———
Northwestern Mutual Wealth Management Co
N/A—3,025-3,025-100%$151.3K———
NewEdge Advisors, LLC
N/A—2,145-2,145-100%$107.3K———
Jones Financial Companies Lllp
N/A—1,533-1,533-100%$76.9K———
Royal Bank of Canada
N/A—1,184-1,184-100%$59.0K———
Osaic Holdings, Inc.
N/A—1,000-1,000-100%$50.0K———
JPMorgan Chase & Co
N/A—856-856-100%$42.8K———
Financial Gravity Companies, Inc.
N/A—5-5-100%$250———
Strive Financial Group,LLC
N/A—00—$19———
Showing 104 of 104 institutions