Schwab High Yield Bond ETF (SCYB)

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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Cornerstone Enterprises, LLC

DECREASED

Shares570,725 from 638,592

Change-67,867 (-11%)

Value$14.4M (-$2.3M)

Filed 2026-10-15

Charles Schwab Trust Co

DECREASED

Shares474,720 from 509,261

Change-34,541 (-7%)

Value$12.0M (-$1.4M)

Filed 2026-10-15

Dahring | Cusmano LLC

INCREASED

Shares396,358 from 383,073

Change+13,285 (+3%)

Value$10.0M (-$24.8K)

Filed 2026-11-03

Rational Advisors, Inc.

INCREASED

Shares310,986 from 302,994

Change+7,992 (+3%)

Value$7.8M (-$83.1K)

Filed 2026-11-02

CFG Wealth Management Services, Inc.

INCREASED

Shares250,759 from 228,118

Change+22,641 (+10%)

Value$6.3M (+$330.8K)

Filed 2026-10-21

Hidden Cove Wealth Management, LLC

INCREASED

Shares199,556 from 36,329

Change+163,227 (+449%)

Value$5.0M (+$4.1M)

Filed 2026-10-19

Columbus Macro, LLC

NEW

Shares194,535

Change+194,535

Value$4.9M

Filed 2026-10-14

MMA Asset Management LLC

DECREASED

Shares151,105 from 158,200

Change-7,095 (-4%)

Value$3.8M (-$327.8K)

Filed 2026-11-02

MFG Wealth Management, Inc.

DECREASED

Shares149,989 from 150,197

Change-208 (0%)

Value$3.8M (-$146.4K)

Filed 2026-10-09

Elm3 Financial Group, LLC

INCREASED

Shares137,835 from 93,577

Change+44,258 (+47%)

Value$3.5M (+$1.0M)

Filed 2026-10-07

FF Advisors,LLC

INCREASED

Shares132,801 from 128,326

Change+4,475 (+3%)

Value$3.4M (-$7.7K)

Filed 2026-10-21

Prospera Financial Services Inc

INCREASED

Shares111,112 from 103,105

Change+8,007 (+8%)

Value$2.8M (+$104.1K)

Filed 2026-11-04

IFC & Insurance Marketing, Inc.

INCREASED

Shares101,563 from 87,241

Change+14,322 (+16%)

Value$2.6M (+$281.8K)

Filed 2026-10-16

Solutions 4 Wealth, Ltd

INCREASED

Shares97,584 from 80,816

Change+16,768 (+21%)

Value$2.5M (+$347.2K)

Filed 2026-11-03

Larson Financial Group LLC

DECREASED

Shares88,400 from 89,887

Change-1,487 (-2%)

Value$2.2M (-$122.0K)

Filed 2026-11-05

Perigon Wealth Management, LLC

INCREASED

Shares82,945 from 79,682

Change+3,263 (+4%)

Value$2.1M (+$7.5K)

Filed 2026-10-22

Prairiewood Capital, LLC

INCREASED

Shares74,443 from 66,521

Change+7,922 (+12%)

Value$1.9M (+$137.4K)

Filed 2026-10-16

Davenport & Co LLC

INCREASED

Shares71,706 from 16,106

Change+55,600 (+345%)

Value$1.8M (+$1.4M)

Filed 2026-10-14

Brookstone Capital Management

INCREASED

Shares66,965 from 57,253

Change+9,712 (+17%)

Value$1.7M (+$191.3K)

Filed 2026-10-22

Wealth Forward, LLC

NEW

Shares63,402

Change+63,402

Value$1.6M

Filed 2026-10-14

BlueSky Wealth Advisors, LLC

INCREASED

Shares63,127 from 53,264

Change+9,863 (+19%)

Value$1.6M (+$198.9K)

Filed 2026-10-29

Balboa Wealth Partners

INCREASED

Shares57,511 from 20,431

Change+37,080 (+181%)

Value$1.5M (+$916.7K)

Filed 2026-10-20

StoneX Group Inc.

NEW

Shares49,092

Change+49,092

Value$1.3M

Filed 2026-11-03

Csenge Advisory Group

NEW

Shares47,690

Change+47,690

Value$1.2M

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares38,517 from 38,889

Change-372 (-1%)

Value$972.2K (-$45.9K)

Filed 2026-10-08

Joseph P. Lucia & Associates, LLC

INCREASED

Shares38,096 from 37,512

Change+584 (+2%)

Value$961.5K (-$20.5K)

Filed 2026-10-30

Carnegie Investment Counsel

DECREASED

Shares32,821 from 32,861

Change-40 (0%)

Value$828.4K (-$31.9K)

Filed 2026-10-20

Sterling Wealth Management, Inc.

UNCHANGED

Shares31,485 from 31,485

Change0 (0%)

Value$794.7K (-$29.6K)

Filed 2026-10-23

Asset Allocation Strategies LLC

INCREASED

Shares31,191 from 29,242

Change+1,949 (+7%)

Value$787.3K (+$21.7K)

Filed 2026-10-20

Omni 360 Wealth, Inc.

INCREASED

Shares30,389 from 29,040

Change+1,349 (+5%)

Value$767.0K (+$6.8K)

Filed 2026-10-13

Grantvest Financial Group LLC

DECREASED

Shares29,601 from 33,022

Change-3,421 (-10%)

Value$747.1K (-$117.4K)

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares28,830 from 24,253

Change+4,577 (+19%)

Value$727.7K (+$92.7K)

Filed 2026-10-16

Citizens Financial Group Inc

UNCHANGED

Shares28,254 from 28,254

Change0 (0%)

Value$713.1K (-$26.6K)

Filed 2026-10-23

Accurate Wealth Management, LLC

INCREASED

Shares28,133 from 27,051

Change+1,082 (+4%)

Value$708.3K (+$3.0K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

INCREASED

Shares26,518 from 15,069

Change+11,449 (+76%)

Value$669.3K (+$274.8K)

Filed 2026-11-02

Kohmann Bosshard Financial Services, LLC

INCREASED

Shares25,596 from 22,226

Change+3,370 (+15%)

Value$646.0K (+$64.2K)

Filed 2026-11-04

Integral Investment Advisors, Inc.

INCREASED

Shares25,004 from 22,729

Change+2,275 (+10%)

Value$631.1K (+$36.1K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares24,916 from 17,983

Change+6,933 (+39%)

Value$629 (-$470.4K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

INCREASED

Shares24,003 from 18,918

Change+5,085 (+27%)

Value$605.8K (+$110.6K)

Filed 2026-10-16

Mann Financial Group, Inc.

NEW

Shares23,992

Change+23,992

Value$605.6K

Filed 2026-10-15

Meridian Wealth Management, LLC

DECREASED

Shares20,839 from 23,493

Change-2,654 (-11%)

Value$526.0K (-$89.1K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares19,450 from 16,222

Change+3,228 (+20%)

Value$490.9K (+$66.2K)

Filed 2026-11-06

WealthBridge Capital Management, LLC

INCREASED

Shares19,212 from 19,204

Change+8 (+0%)

Value$484.9K (-$17.9K)

Filed 2026-10-16

Naples Global Advisors, LLC

INCREASED

Shares17,875 from 16,375

Change+1,500 (+9%)

Value$451.2K (+$22.5K)

Filed 2026-11-05

Diversify Wealth Management, LLC

NEW

Shares16,705

Change+16,705

Value$420.3K

Filed 2026-10-20

Diversify Advisory Services, LLC

NEW

Shares16,705

Change+16,705

Value$420.3K

Filed 2026-10-20

Walser Wealth Management Company, A Ltd Liability Co

DECREASED

Shares16,627 from 17,733

Change-1,106 (-6%)

Value$419.7K (-$44.6K)

Filed 2026-10-15

Creative Planning

INCREASED

Shares16,511 from 11,825

Change+4,686 (+40%)

Value$416.7K (+$107.2K)

Filed 2026-11-02

Spire Wealth Management

INCREASED

Shares16,076 from 14,076

Change+2,000 (+14%)

Value$405.8K (+$37.2K)

Filed 2026-10-30

Insight Wealth Partners, LLC

NEW

Shares15,195

Change+15,195

Value$383.5K

Filed 2026-10-26

TT Capital Management LLC

DECREASED

Shares14,600 from 15,000

Change-400 (-3%)

Value$368.5K (-$24.2K)

Filed 2026-10-15

Capital Investment Advisory Services, LLC

INCREASED

Shares14,111 from 10,262

Change+3,849 (+38%)

Value$356.2K (+$87.5K)

Filed 2026-10-30

Creative Financial Designs Inc

INCREASED

Shares13,246 from 12,019

Change+1,227 (+10%)

Value$334.3K (+$19.7K)

Filed 2026-11-04

Avior Wealth Management, LLC

INCREASED

Shares12,794 from 11,816

Change+978 (+8%)

Value$322.9K (+$13.6K)

Filed 2026-10-13

Kestra Advisory Services, LLC

NEW

Shares11,748

Change+11,748

Value$296.5K

Filed 2026-11-02

WJ Interests, LLC

UNCHANGED

Shares11,445 from 11,445

Change0 (0%)

Value$288.9K (-$10.8K)

Filed 2026-10-14

Monetary Solutions, Ltd

UNCHANGED

Shares10,982 from 10,982

Change0 (0%)

Value$277.2K (-$10.3K)

Filed 2026-10-22

Tempus Wealth Planning, LLC

NEW

Shares10,739

Change+10,739

Value$271.1K

Filed 2026-10-14

Wealthcare Advisory Partners LLC

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$265.0K (-$9.9K)

Filed 2026-10-21

Bennett Selby Investments LP

DECREASED

Shares10,353 from 11,263

Change-910 (-8%)

Value$261.3K (-$33.6K)

Filed 2026-10-19

Stirlingshire Investments, Inc.

INCREASED

Shares10,070 from 9,235

Change+835 (+9%)

Value$254.2K (+$12.4K)

Filed 2026-11-05

Portfolio Strategies, Inc.

NEW

Shares9,950

Change+9,950

Value$251.1K

Filed 2026-11-06

Plancorp, LLC

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$201.8K (-$6.2K)

Filed 2026-11-03

Compass Financial Management LLC

DECREASED

Shares5,638 from 5,747

Change-109 (-2%)

Value$142.3K (-$8.1K)

Filed 2026-10-30

Fairscale Capital, LLC

UNCHANGED

Shares4,811 from 4,811

Change0 (0%)

Value$121.4K (-$4.6K)

Filed 2026-11-04

Rossby Financial, LCC

NEW

Shares3,800

Change+3,800

Value$95.9K

Filed 2026-11-05

1620 Investment Advisors, Inc.

DECREASED

Shares3,550 from 3,950

Change-400 (-10%)

Value$89.6K (-$13.8K)

Filed 2026-11-04

StrongBox Wealth, LLC

NEW

Shares2,741

Change+2,741

Value$69.2K

Filed 2026-11-02

Davis Capital Management

NEW

Shares1,897

Change+1,897

Value$47.9K

Filed 2026-10-08

CoreCap Advisors, LLC

INCREASED

Shares1,890 from 1,039

Change+851 (+82%)

Value$47.7K (+$20.5K)

Filed 2026-10-08

Align Financial, LLC

NEW

Shares1,097

Change+1,097

Value$27.7K

Filed 2026-10-16

Triumph Capital Management

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$22.7K (-$846)

Filed 2026-10-14

AlphaCore Capital LLC

INCREASED

Shares798 from 598

Change+200 (+33%)

Value$20.1K (+$4.5K)

Filed 2026-11-04

Golden State Wealth Management, LLC

UNCHANGED

Shares770 from 770

Change0 (0%)

Value$19.4K (-$724)

Filed 2026-11-02

Peachtree Investment Partners, LLC

INCREASED

Shares359 from 353

Change+6 (+2%)

Value$9.1K (-$179)

Filed 2026-11-05

Clearstead Advisors, LLC

INCREASED

Shares345 from 104

Change+241 (+232%)

Value$8.7K (+$6.0K)

Filed 2026-11-06

Creative Capital Management Investments LLC

NEW

Shares249

Change+249

Value$6.3K

Filed 2026-10-28

Root Financial Partners, LLC

NEW

Shares242

Change+242

Value$6.1K

Filed 2026-10-21

PFS Partners, LLC

UNCHANGED

Shares221 from 221

Change0 (0%)

Value$5.6K (-$207)

Filed 2026-10-21

PNC Financial Services Group, Inc.

NEW

Shares149

Change+149

Value$3.8K

Filed 2026-11-06

Buck Wealth Strategies, LLC

NEW

Shares148

Change+148

Value$3.7K

Filed 2026-10-28

Breakwater Investment Management

UNCHANGED

Shares147 from 147

Change0 (0%)

Value$3.7K (-$138)

Filed 2026-10-20

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$3.6K (-$135)

Filed 2026-10-27

Mather Group, Llc.

NEW

Shares111

Change+111

Value$2.8K

Filed 2026-10-14

Latitude Advisors, LLC

NEW

Shares100

Change+100

Value$2.5K

Filed 2026-10-27

Tsfg, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3 ($0)

Filed 2026-10-23

Glass Jacobson Investment Advisors llc

NEW

Shares98

Change+98

Value$2.5K

Filed 2026-10-26

Blue Trust, Inc.

NEW

Shares76

Change+76

Value$1.9K

Filed 2026-10-15

Silver Grove Financial Group, Inc.

NEW

Shares76

Change+76

Value$1.9K

Filed 2026-11-05

Beacon Investment Advisory Services, Inc.

NEW

Shares73

Change+73

Value$1.8K

Filed 2026-10-13

Cape Investment Advisory, Inc.

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$1.4K (-$53)

Filed 2026-10-13

Assetmark, Inc

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.3K (-$47)

Filed 2026-10-21

Addison Advisors LLC

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$1.2K (-$44)

Filed 2026-11-06

Allworth Financial LP

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$1.1K ($0)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares26 from 19

Change+7 (+37%)

Value$659 (+$171)

Filed 2026-10-23

Financial Management Professionals, Inc.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$353 (-$14)

Filed 2026-10-23

US Bancorp \de\

DECREASED

Shares13 from 292

Change-279 (-96%)

Value$328 (-$7.3K)

Filed 2026-11-05

Canton Hathaway, LLC

NEW

Shares6

Change+6

Value$151

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

NEW

Shares6

Change+6

Value$151

Filed 2026-11-03

PFG Advisors

CLOSED

Shares0 from 52,260

Change-52,260 (-100%)

Value$0 (-$1.4M)

Filed 2026-10-16

Savant Capital, LLC

CLOSED

Shares0 from 24,118

Change-24,118 (-100%)

Value$0 (-$627.8K)

Filed 2026-11-06

Forum Financial Management, LP

CLOSED

Shares0 from 20,276

Change-20,276 (-100%)

Value$0 (-$530.8K)

Filed 2026-10-16

WealthCare Asset Management, LLC

CLOSED

Shares0 from 11,810

Change-11,810 (-100%)

Value$0 (-$309.2K)

Filed 2026-10-26

Breakthru Advisory Services, LLC

CLOSED

Shares0 from 9,993

Change-9,993 (-100%)

Value$0 (-$261.6K)

Filed 2026-10-13

Chicago Partners Investment Group LLC

CLOSED

Shares0 from 8,143

Change-8,143 (-100%)

Value$0 (-$211.3K)

Filed 2026-10-27

Concord Wealth Partners

CLOSED

Shares0 from 3,105

Change-3,105 (-100%)

Value$0 (-$81.3K)

Filed 2026-11-02

SJS Investment Consulting Inc.

CLOSED

Shares0 from 205

Change-205 (-100%)

Value$0 (-$5.4K)

Filed 2026-10-26

True Wealth Design, LLC

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$576)

Filed 2026-10-13

Gill Capital Partners, LLC

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$497)

Filed 2026-10-13

Tidal Investments LLC

N/A

Shares— from 1,345,265

Change-1,345,265 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 592,892

Change-592,892 (-100%)

Value—

L2 Asset Management, LLC

N/A

Shares— from 240,495

Change-240,495 (-100%)

Value—

Strategic Financial Planning, Inc.

N/A

Shares— from 234,403

Change-234,403 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 221,825

Change-221,825 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 174,002

Change-174,002 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 139,854

Change-139,854 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 112,647

Change-112,647 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 90,829

Change-90,829 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 86,618

Change-86,618 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 69,528

Change-69,528 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 66,524

Change-66,524 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 60,974

Change-60,974 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 58,150

Change-58,150 (-100%)

Value—

Texas Capital Bank Wealth Management Services Inc

N/A

Shares— from 34,488

Change-34,488 (-100%)

Value—

Betterment LLC

N/A

Shares— from 30,074

Change-30,074 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 29,903

Change-29,903 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 29,793

Change-29,793 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 28,745

Change-28,745 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 27,308

Change-27,308 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 26,415

Change-26,415 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 24,657

Change-24,657 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 21,419

Change-21,419 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 19,821

Change-19,821 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 17,502

Change-17,502 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 14,297

Change-14,297 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 13,529

Change-13,529 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 13,144

Change-13,144 (-100%)

Value—

Wealth Management Associates, Inc.

N/A

Shares— from 12,600

Change-12,600 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,101

Change-12,101 (-100%)

Value—

Fairfield, Bush & Co.

N/A

Shares— from 10,321

Change-10,321 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 10,106

Change-10,106 (-100%)

Value—

Axis Wealth Partners, LLC

N/A

Shares— from 9,093

Change-9,093 (-100%)

Value—

Wellspring Financial Advisors, LLC

N/A

Shares— from 8,612

Change-8,612 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 8,148

Change-8,148 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,132

Change-8,132 (-100%)

Value—

Jacobs Equity LLC

N/A

Shares— from 7,884

Change-7,884 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 7,831

Change-7,831 (-100%)

Value—

Windsor Advisory Group, LLC

N/A

Shares— from 5,422

Change-5,422 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 5,337

Change-5,337 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 4,069

Change-4,069 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 4,039

Change-4,039 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,468

Change-3,468 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,342

Change-3,342 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 2,622

Change-2,622 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,911

Change-1,911 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,773

Change-1,773 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1,745

Change-1,745 (-100%)

Value—

Teachers Insurance & Annuity Association of America

N/A

Shares— from 1,710

Change-1,710 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,539

Change-1,539 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,479

Change-1,479 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 933

Change-933 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 752

Change-752 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 747

Change-747 (-100%)

Value—

FMR LLC

N/A

Shares— from 564

Change-564 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 551

Change-551 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 339

Change-339 (-100%)

Value—

UBS Group AG

N/A

Shares— from 317

Change-317 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 274

Change-274 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 215

Change-215 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 167

Change-167 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 103

Change-103 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 99

Change-99 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 83

Change-83 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 11

Change-11 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Cornerstone Enterprises, LLC	DECREASED	570,725	638,592	-67,867	-11%	$16.7M	$14.4M	-$2.3M	2026-10-15
Charles Schwab Trust Co	DECREASED	474,720	509,261	-34,541	-7%	$13.3M	$12.0M	-$1.4M	2026-10-15
Dahring \| Cusmano LLC	INCREASED	396,358	383,073	+13,285	+3%	$10.0M	$10.0M	-$24.8K	2026-11-03
Rational Advisors, Inc.	INCREASED	310,986	302,994	+7,992	+3%	$7.9M	$7.8M	-$83.1K	2026-11-02
CFG Wealth Management Services, Inc.	INCREASED	250,759	228,118	+22,641	+10%	$6.0M	$6.3M	+$330.8K	2026-10-21
Hidden Cove Wealth Management, LLC	INCREASED	199,556	36,329	+163,227	+449%	$951.1K	$5.0M	+$4.1M	2026-10-19
Columbus Macro, LLC	NEW	194,535	—	+194,535	—	—	$4.9M	—	2026-10-14
MMA Asset Management LLC	DECREASED	151,105	158,200	-7,095	-4%	$4.1M	$3.8M	-$327.8K	2026-11-02
MFG Wealth Management, Inc.	DECREASED	149,989	150,197	-208	0%	$3.9M	$3.8M	-$146.4K	2026-10-09
Elm3 Financial Group, LLC	INCREASED	137,835	93,577	+44,258	+47%	$2.4M	$3.5M	+$1.0M	2026-10-07
FF Advisors,LLC	INCREASED	132,801	128,326	+4,475	+3%	$3.4M	$3.4M	-$7.7K	2026-10-21
Prospera Financial Services Inc	INCREASED	111,112	103,105	+8,007	+8%	$2.7M	$2.8M	+$104.1K	2026-11-04
IFC & Insurance Marketing, Inc.	INCREASED	101,563	87,241	+14,322	+16%	$2.3M	$2.6M	+$281.8K	2026-10-16
Solutions 4 Wealth, Ltd	INCREASED	97,584	80,816	+16,768	+21%	$2.1M	$2.5M	+$347.2K	2026-11-03
Larson Financial Group LLC	DECREASED	88,400	89,887	-1,487	-2%	$2.4M	$2.2M	-$122.0K	2026-11-05
Perigon Wealth Management, LLC	INCREASED	82,945	79,682	+3,263	+4%	$2.1M	$2.1M	+$7.5K	2026-10-22
Prairiewood Capital, LLC	INCREASED	74,443	66,521	+7,922	+12%	$1.7M	$1.9M	+$137.4K	2026-10-16
Davenport & Co LLC	INCREASED	71,706	16,106	+55,600	+345%	$421.7K	$1.8M	+$1.4M	2026-10-14
Brookstone Capital Management	INCREASED	66,965	57,253	+9,712	+17%	$1.5M	$1.7M	+$191.3K	2026-10-22
Wealth Forward, LLC	NEW	63,402	—	+63,402	—	—	$1.6M	—	2026-10-14
BlueSky Wealth Advisors, LLC	INCREASED	63,127	53,264	+9,863	+19%	$1.4M	$1.6M	+$198.9K	2026-10-29
Balboa Wealth Partners	INCREASED	57,511	20,431	+37,080	+181%	$534.9K	$1.5M	+$916.7K	2026-10-20
StoneX Group Inc.	NEW	49,092	—	+49,092	—	—	$1.3M	—	2026-11-03
Csenge Advisory Group	NEW	47,690	—	+47,690	—	—	$1.2M	—	2026-11-04
Farther Finance Advisors, LLC	DECREASED	38,517	38,889	-372	-1%	$1.0M	$972.2K	-$45.9K	2026-10-08
Joseph P. Lucia & Associates, LLC	INCREASED	38,096	37,512	+584	+2%	$982.1K	$961.5K	-$20.5K	2026-10-30
Carnegie Investment Counsel	DECREASED	32,821	32,861	-40	0%	$860.3K	$828.4K	-$31.9K	2026-10-20
Sterling Wealth Management, Inc.	UNCHANGED	31,485	31,485	0	0%	$824.3K	$794.7K	-$29.6K	2026-10-23
Asset Allocation Strategies LLC	INCREASED	31,191	29,242	+1,949	+7%	$765.5K	$787.3K	+$21.7K	2026-10-20
Omni 360 Wealth, Inc.	INCREASED	30,389	29,040	+1,349	+5%	$760.3K	$767.0K	+$6.8K	2026-10-13
Grantvest Financial Group LLC	DECREASED	29,601	33,022	-3,421	-10%	$864.5K	$747.1K	-$117.4K	2026-10-21
IFP Advisors, Inc	INCREASED	28,830	24,253	+4,577	+19%	$634.9K	$727.7K	+$92.7K	2026-10-16
Citizens Financial Group Inc	UNCHANGED	28,254	28,254	0	0%	$739.7K	$713.1K	-$26.6K	2026-10-23
Accurate Wealth Management, LLC	INCREASED	28,133	27,051	+1,082	+4%	$705.4K	$708.3K	+$3.0K	2026-10-20
Commonwealth Equity Services, LLC	INCREASED	26,518	15,069	+11,449	+76%	$394.5K	$669.3K	+$274.8K	2026-11-02
Kohmann Bosshard Financial Services, LLC	INCREASED	25,596	22,226	+3,370	+15%	$581.9K	$646.0K	+$64.2K	2026-11-04
Integral Investment Advisors, Inc.	INCREASED	25,004	22,729	+2,275	+10%	$595.0K	$631.1K	+$36.1K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	24,916	17,983	+6,933	+39%	$471.0K	$629	-$470.4K	2026-11-02
Concurrent Investment Advisors, LLC	INCREASED	24,003	18,918	+5,085	+27%	$495.3K	$605.8K	+$110.6K	2026-10-16
Mann Financial Group, Inc.	NEW	23,992	—	+23,992	—	—	$605.6K	—	2026-10-15
Meridian Wealth Management, LLC	DECREASED	20,839	23,493	-2,654	-11%	$615.0K	$526.0K	-$89.1K	2026-11-05
LPL Financial LLC	INCREASED	19,450	16,222	+3,228	+20%	$424.7K	$490.9K	+$66.2K	2026-11-06
WealthBridge Capital Management, LLC	INCREASED	19,212	19,204	+8	+0%	$502.8K	$484.9K	-$17.9K	2026-10-16
Naples Global Advisors, LLC	INCREASED	17,875	16,375	+1,500	+9%	$428.7K	$451.2K	+$22.5K	2026-11-05
Diversify Wealth Management, LLC	NEW	16,705	—	+16,705	—	—	$420.3K	—	2026-10-20
Diversify Advisory Services, LLC	NEW	16,705	—	+16,705	—	—	$420.3K	—	2026-10-20
Walser Wealth Management Company, A Ltd Liability Co	DECREASED	16,627	17,733	-1,106	-6%	$464.3K	$419.7K	-$44.6K	2026-10-15
Creative Planning	INCREASED	16,511	11,825	+4,686	+40%	$309.6K	$416.7K	+$107.2K	2026-11-02
Spire Wealth Management	INCREASED	16,076	14,076	+2,000	+14%	$368.5K	$405.8K	+$37.2K	2026-10-30
Insight Wealth Partners, LLC	NEW	15,195	—	+15,195	—	—	$383.5K	—	2026-10-26
TT Capital Management LLC	DECREASED	14,600	15,000	-400	-3%	$392.7K	$368.5K	-$24.2K	2026-10-15
Capital Investment Advisory Services, LLC	INCREASED	14,111	10,262	+3,849	+38%	$268.7K	$356.2K	+$87.5K	2026-10-30
Creative Financial Designs Inc	INCREASED	13,246	12,019	+1,227	+10%	$314.7K	$334.3K	+$19.7K	2026-11-04
Avior Wealth Management, LLC	INCREASED	12,794	11,816	+978	+8%	$309.4K	$322.9K	+$13.6K	2026-10-13
Kestra Advisory Services, LLC	NEW	11,748	—	+11,748	—	—	$296.5K	—	2026-11-02
WJ Interests, LLC	UNCHANGED	11,445	11,445	0	0%	$299.6K	$288.9K	-$10.8K	2026-10-14
Monetary Solutions, Ltd	UNCHANGED	10,982	10,982	0	0%	$287.5K	$277.2K	-$10.3K	2026-10-22
Tempus Wealth Planning, LLC	NEW	10,739	—	+10,739	—	—	$271.1K	—	2026-10-14
Wealthcare Advisory Partners LLC	UNCHANGED	10,500	10,500	0	0%	$274.9K	$265.0K	-$9.9K	2026-10-21
Bennett Selby Investments LP	DECREASED	10,353	11,263	-910	-8%	$294.9K	$261.3K	-$33.6K	2026-10-19
Stirlingshire Investments, Inc.	INCREASED	10,070	9,235	+835	+9%	$241.8K	$254.2K	+$12.4K	2026-11-05
Portfolio Strategies, Inc.	NEW	9,950	—	+9,950	—	—	$251.1K	—	2026-11-06
Plancorp, LLC	UNCHANGED	8,000	8,000	0	0%	$208.1K	$201.8K	-$6.2K	2026-11-03
Compass Financial Management LLC	DECREASED	5,638	5,747	-109	-2%	$150.4K	$142.3K	-$8.1K	2026-10-30
Fairscale Capital, LLC	UNCHANGED	4,811	4,811	0	0%	$126.0K	$121.4K	-$4.6K	2026-11-04
Rossby Financial, LCC	NEW	3,800	—	+3,800	—	—	$95.9K	—	2026-11-05
1620 Investment Advisors, Inc.	DECREASED	3,550	3,950	-400	-10%	$103.4K	$89.6K	-$13.8K	2026-11-04
StrongBox Wealth, LLC	NEW	2,741	—	+2,741	—	—	$69.2K	—	2026-11-02
Davis Capital Management	NEW	1,897	—	+1,897	—	—	$47.9K	—	2026-10-08
CoreCap Advisors, LLC	INCREASED	1,890	1,039	+851	+82%	$27.2K	$47.7K	+$20.5K	2026-10-08
Align Financial, LLC	NEW	1,097	—	+1,097	—	—	$27.7K	—	2026-10-16
Triumph Capital Management	UNCHANGED	900	900	0	0%	$23.6K	$22.7K	-$846	2026-10-14
AlphaCore Capital LLC	INCREASED	798	598	+200	+33%	$15.7K	$20.1K	+$4.5K	2026-11-04
Golden State Wealth Management, LLC	UNCHANGED	770	770	0	0%	$20.2K	$19.4K	-$724	2026-11-02
Peachtree Investment Partners, LLC	INCREASED	359	353	+6	+2%	$9.2K	$9.1K	-$179	2026-11-05
Clearstead Advisors, LLC	INCREASED	345	104	+241	+232%	$2.7K	$8.7K	+$6.0K	2026-11-06
Creative Capital Management Investments LLC	NEW	249	—	+249	—	—	$6.3K	—	2026-10-28
Root Financial Partners, LLC	NEW	242	—	+242	—	—	$6.1K	—	2026-10-21
PFS Partners, LLC	UNCHANGED	221	221	0	0%	$5.8K	$5.6K	-$207	2026-10-21
PNC Financial Services Group, Inc.	NEW	149	—	+149	—	—	$3.8K	—	2026-11-06
Buck Wealth Strategies, LLC	NEW	148	—	+148	—	—	$3.7K	—	2026-10-28
Breakwater Investment Management	UNCHANGED	147	147	0	0%	$3.8K	$3.7K	-$138	2026-10-20
Cassaday & Co Wealth Management LLC	UNCHANGED	144	144	0	0%	$3.8K	$3.6K	-$135	2026-10-27
Mather Group, Llc.	NEW	111	—	+111	—	—	$2.8K	—	2026-10-14
Latitude Advisors, LLC	NEW	100	—	+100	—	—	$2.5K	—	2026-10-27
Tsfg, LLC	UNCHANGED	100	100	0	0%	$3	$3	$0	2026-10-23
Glass Jacobson Investment Advisors llc	NEW	98	—	+98	—	—	$2.5K	—	2026-10-26
Blue Trust, Inc.	NEW	76	—	+76	—	—	$1.9K	—	2026-10-15
Silver Grove Financial Group, Inc.	NEW	76	—	+76	—	—	$1.9K	—	2026-11-05
Beacon Investment Advisory Services, Inc.	NEW	73	—	+73	—	—	$1.8K	—	2026-10-13
Cape Investment Advisory, Inc.	UNCHANGED	56	56	0	0%	$1.5K	$1.4K	-$53	2026-10-13
Assetmark, Inc	UNCHANGED	50	50	0	0%	$1.3K	$1.3K	-$47	2026-10-21
Addison Advisors LLC	UNCHANGED	47	47	0	0%	$1.2K	$1.2K	-$44	2026-11-06
Allworth Financial LP	UNCHANGED	42	42	0	0%	$1.1K	$1.1K	$0	2026-11-06
Signaturefd, LLC	INCREASED	26	19	+7	+37%	$488	$659	+$171	2026-10-23
Financial Management Professionals, Inc.	UNCHANGED	14	14	0	0%	$367	$353	-$14	2026-10-23
US Bancorp \de\	DECREASED	13	292	-279	-96%	$7.6K	$328	-$7.3K	2026-11-05
Canton Hathaway, LLC	NEW	6	—	+6	—	—	$151	—	2026-10-23
Ashton Thomas Private Wealth, LLC	NEW	6	—	+6	—	—	$151	—	2026-11-03
PFG Advisors	CLOSED	0	52,260	-52,260	-100%	$1.4M	$0	-$1.4M	2026-10-16
Savant Capital, LLC	CLOSED	0	24,118	-24,118	-100%	$627.8K	$0	-$627.8K	2026-11-06
Forum Financial Management, LP	CLOSED	0	20,276	-20,276	-100%	$530.8K	$0	-$530.8K	2026-10-16
WealthCare Asset Management, LLC	CLOSED	0	11,810	-11,810	-100%	$309.2K	$0	-$309.2K	2026-10-26
Breakthru Advisory Services, LLC	CLOSED	0	9,993	-9,993	-100%	$261.6K	$0	-$261.6K	2026-10-13
Chicago Partners Investment Group LLC	CLOSED	0	8,143	-8,143	-100%	$211.3K	$0	-$211.3K	2026-10-27
Concord Wealth Partners	CLOSED	0	3,105	-3,105	-100%	$81.3K	$0	-$81.3K	2026-11-02
SJS Investment Consulting Inc.	CLOSED	0	205	-205	-100%	$5.4K	$0	-$5.4K	2026-10-26
True Wealth Design, LLC	CLOSED	0	22	-22	-100%	$576	$0	-$576	2026-10-13
Gill Capital Partners, LLC	CLOSED	0	19	-19	-100%	$497	$0	-$497	2026-10-13
Tidal Investments LLC	N/A	—	1,345,265	-1,345,265	-100%	$35.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	592,892	-592,892	-100%	$15.5M	—	—	—
L2 Asset Management, LLC	N/A	—	240,495	-240,495	-100%	$6.3M	—	—	—
Strategic Financial Planning, Inc.	N/A	—	234,403	-234,403	-100%	$6.1M	—	—	—
Summit Financial, LLC	N/A	—	221,825	-221,825	-100%	$5.8M	—	—	—
Harbour Investments, Inc.	N/A	—	174,002	-174,002	-100%	$4.6M	—	—	—
Cetera Investment Advisers	N/A	—	139,854	-139,854	-100%	$3.7M	—	—	—
Bank of America Corp	N/A	—	112,647	-112,647	-100%	$2.9M	—	—	—
JT Stratford LLC	N/A	—	90,829	-90,829	-100%	$2.4M	—	—	—
Empowered Funds, LLC	N/A	—	86,618	-86,618	-100%	$2.3M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	69,528	-69,528	-100%	$1.8M	—	—	—
World Investment Advisors	N/A	—	66,524	-66,524	-100%	$1.7M	—	—	—
Baird Financial Group, Inc.	N/A	—	60,974	-60,974	-100%	$1.6M	—	—	—
Gotham Asset Management, LLC	N/A	—	58,150	-58,150	-100%	$1.5M	—	—	—
Texas Capital Bank Wealth Management Services Inc	N/A	—	34,488	-34,488	-100%	$902.9K	—	—	—
Betterment LLC	N/A	—	30,074	-30,074	-100%	$787.0K	—	—	—
Bogart Wealth, LLC	N/A	—	29,903	-29,903	-100%	$782.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	29,793	-29,793	-100%	$780.0K	—	—	—
Wealthgarden F.S. LLC	N/A	—	28,745	-28,745	-100%	$752.5K	—	—	—
Mariner, LLC	N/A	—	27,308	-27,308	-100%	$714.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	26,415	-26,415	-100%	$691.5K	—	—	—
Natixis Advisors, LLC	N/A	—	24,657	-24,657	-100%	$645.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	21,419	-21,419	-100%	$560.7K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	19,821	-19,821	-100%	$518.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	17,502	-17,502	-100%	$458.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	14,297	-14,297	-100%	$374.3K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	13,529	-13,529	-100%	$354.2K	—	—	—
Savvy Advisors, Inc.	N/A	—	13,144	-13,144	-100%	$344.1K	—	—	—
Wealth Management Associates, Inc.	N/A	—	12,600	-12,600	-100%	$329.9K	—	—	—
HighTower Advisors, LLC	N/A	—	12,101	-12,101	-100%	$316.8K	—	—	—
Fairfield, Bush & Co.	N/A	—	10,321	-10,321	-100%	$270.2K	—	—	—
Cerity Partners LLC	N/A	—	10,106	-10,106	-100%	$264.6K	—	—	—
Axis Wealth Partners, LLC	N/A	—	9,093	-9,093	-100%	$238.1K	—	—	—
Wellspring Financial Advisors, LLC	N/A	—	8,612	-8,612	-100%	$225.5K	—	—	—
Klcm Advisors, Inc.	N/A	—	8,148	-8,148	-100%	$213.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,132	-8,132	-100%	$212.9K	—	—	—
Jacobs Equity LLC	N/A	—	7,884	-7,884	-100%	$206.4K	—	—	—
JPMorgan Chase & Co	N/A	—	7,831	-7,831	-100%	$205.1K	—	—	—
Windsor Advisory Group, LLC	N/A	—	5,422	-5,422	-100%	$141.9K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	5,337	-5,337	-100%	$139.7K	—	—	—
Glassman Wealth Services	N/A	—	4,069	-4,069	-100%	$106.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	4,039	-4,039	-100%	$105.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,468	-3,468	-100%	$90.8K	—	—	—
BFC Planning, Inc.	N/A	—	3,342	-3,342	-100%	$87.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	2,622	-2,622	-100%	$68.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,911	-1,911	-100%	$50.0K	—	—	—
Arax Advisory Partners	N/A	—	1,773	-1,773	-100%	$46.4K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1,745	-1,745	-100%	$45.9K	—	—	—
Teachers Insurance & Annuity Association of America	N/A	—	1,710	-1,710	-100%	$44.8K	—	—	—
Bank of Montreal	N/A	—	1,539	-1,539	-100%	$40.3K	—	—	—
Morgan Stanley	N/A	—	1,479	-1,479	-100%	$38.7K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	933	-933	-100%	$24.4K	—	—	—
SHP Wealth Management	N/A	—	752	-752	-100%	$19.7K	—	—	—
Wells Fargo & Company	N/A	—	747	-747	-100%	$19.6K	—	—	—
FMR LLC	N/A	—	564	-564	-100%	$14.8K	—	—	—
BlackRock, Inc.	N/A	—	551	-551	-100%	$14.4K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	339	-339	-100%	$8.9K	—	—	—
UBS Group AG	N/A	—	317	-317	-100%	$8.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	274	-274	-100%	$7.2K	—	—	—
AE Wealth Management LLC	N/A	—	215	-215	-100%	$5.6K	—	—	—
Vision Retirement, LLC	N/A	—	175	-175	-100%	$4.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	167	-167	-100%	$4.4K	—	—	—
Franklin Resources Inc	N/A	—	103	-103	-100%	$2.7K	—	—	—
HM Payson & Co	N/A	—	99	-99	-100%	$2.6K	—	—	—
Ameriflex Group, Inc.	N/A	—	83	-83	-100%	$2.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	15	-15	-100%	$395	—	—	—
Royal Bank of Canada	N/A	—	11	-11	-100%	$0	—	—	—
GW&K Investment Management, LLC	N/A	—	4	-4	-100%	$0	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1	-1	-100%	$26	—	—	—

Showing 178 of 178 institutions