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Schwab Municipal Bond ETF (SCMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,232,098 from 1,483,825
Change+748,273 (+50%)
Value$53.9M (+$15.6M)
Filed 2026-10-08
Crestwood Advisors Group, LLC
NEW
Shares982,371
Change+982,371
Value$23.7M
Filed 2026-10-27
Wedmont Private Capital
DECREASED
Shares471,085 from 494,540
Change-23,455 (-5%)
Value$11.3M (-$1.4M)
Filed 2026-10-09
Resonant Capital Advisors, LLC
INCREASED
Shares420,371 from 8,349
Change+412,022 (+4935%)
Value$10.2M (+$9.9M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares390,225 from 385,679
Change+4,546 (+1%)
Value$9.4M (-$546.6K)
Filed 2026-10-13
Charles Schwab Trust Co
DECREASED
Shares254,695 from 1,055,202
Change-800,507 (-76%)
Value$6.2M (-$21.1M)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares253,615 from 147,243
Change+106,372 (+72%)
Value$6.1M (+$2.3M)
Filed 2026-11-06
Vise Technologies, Inc.
NEW
Shares243,912
Change+243,912
Value$5.9M
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares237,644 from 223,357
Change+14,287 (+6%)
Value$5.7M (-$25.6K)
Filed 2026-10-22
Compound Planning, Inc.
NEW
Shares219,719
Change+219,719
Value$5.3M
Filed 2026-11-05
Myecfo, LLC
INCREASED
Shares186,910 from 167,230
Change+19,680 (+12%)
Value$4.5M (+$197.9K)
Filed 2026-10-14
Values Added Financial LLC
INCREASED
Shares173,170 from 11,549
Change+161,621 (+1399%)
Value$4.2M (+$3.9M)
Filed 2026-10-28
Compass Financial Group, Inc
INCREASED
Shares160,078 from 149,926
Change+10,152 (+7%)
Value$3.9M (-$3.6K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
INCREASED
Shares157,341 from 11,013
Change+146,328 (+1329%)
Value$3.8M (+$3.5M)
Filed 2026-10-05
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares125,439 from 95,092
Change+30,347 (+32%)
Value$3.0M (+$575.3K)
Filed 2026-11-06
Merit Financial Group, LLC
NEW
Shares122,757
Change+122,757
Value$3.0M
Filed 2026-11-06
Archer Investment Management, LLC
INCREASED
Shares108,963 from 48,787
Change+60,176 (+123%)
Value$2.6M (+$1.4M)
Filed 2026-10-13
Liberty Capital Management, Inc.
NEW
Shares108,450
Change+108,450
Value$2.6M
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED
Shares103,116 from 112,247
Change-9,131 (-8%)
Value$2.5M (-$406.9K)
Filed 2026-10-05
Vested Financial Planning, LLC
NEW
Shares85,980
Change+85,980
Value$2.1M
Filed 2026-10-28
Creative Planning
INCREASED
Shares84,518 from 71,878
Change+12,640 (+18%)
Value$2.0M (+$186.1K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares80,874 from 60,614
Change+20,260 (+33%)
Value$2.0M (+$388.9K)
Filed 2026-11-04
CGN Advisors LLC
DECREASED
Shares74,717 from 225,093
Change-150,376 (-67%)
Value$1.8M (-$4.0M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares54,078 from 38,322
Change+15,756 (+41%)
Value$1.3M (+$317.1K)
Filed 2026-11-02
Choreo, LLC
DECREASED
Shares53,717 from 54,135
Change-418 (-1%)
Value$1.3M (-$99.9K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares53,641 from 11,823
Change+41,818 (+354%)
Value$1.3M (+$990.7K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares52,675 from 52,784
Change-109 (0%)
Value$1.3M (-$90.3K)
Filed 2026-11-05
Ackerman Capital Advisors, LLC
UNCHANGED
Shares51,039 from 51,039
Change0 (0%)
Value$1.2M (-$84.7K)
Filed 2026-10-30
Columbus Macro, LLC
DECREASED
Shares50,943 from 53,282
Change-2,339 (-4%)
Value$1.2M (-$145.0K)
Filed 2026-10-14
Stolz & Associates, PS
INCREASED
Shares50,490 from 38,590
Change+11,900 (+31%)
Value$1.2M (+$223.4K)
Filed 2026-11-05
Torrey Growth & Income Advisors
DECREASED
Shares49,874 from 52,690
Change-2,816 (-5%)
Value$1.2M (-$155.6K)
Filed 2026-11-04
Verus Financial Partners, Inc.
NEW
Shares48,690
Change+48,690
Value$1.2M
Filed 2026-10-29
Family Capital Management, Inc.
INCREASED
Shares47,894 from 41,166
Change+6,728 (+16%)
Value$1.2M (+$94.2K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
NEW
Shares43,561
Change+43,561
Value$1.1M
Filed 2026-11-04
Asset Allocation Strategies LLC
INCREASED
Shares43,367 from 33,610
Change+9,757 (+29%)
Value$1.0M (+$179.9K)
Filed 2026-10-20
Acorn Wealth Advisors, LLC
INCREASED
Shares40,619 from 40,395
Change+224 (+1%)
Value$981.4K (-$61.6K)
Filed 2026-10-19
Breakwater Investment Management
DECREASED
Shares38,983 from 75,456
Change-36,473 (-48%)
Value$941.8K (-$1.0M)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares37,653 from 38,942
Change-1,289 (-3%)
Value$909.7K (-$95.8K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares36,848 from 33,112
Change+3,736 (+11%)
Value$890 (-$854.1K)
Filed 2026-11-02
Aprio Wealth Management, LLC
NEW
Shares35,671
Change+35,671
Value$861.8K
Filed 2026-10-28
TSA Wealth Managment LLC
DECREASED
Shares34,766 from 62,130
Change-27,364 (-44%)
Value$839.9K (-$764.3K)
Filed 2026-10-22
MGO One Seven LLC
NEW
Shares34,000
Change+34,000
Value$821.4K
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares33,357 from 40,046
Change-6,689 (-17%)
Value$805.9K (-$228.1K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares33,316 from 16,699
Change+16,617 (+100%)
Value$804.9K (+$373.8K)
Filed 2026-10-23
Gleason Group, Inc.
INCREASED
Shares31,010 from 28,005
Change+3,005 (+11%)
Value$749.2K (+$26.1K)
Filed 2026-10-15
Cap Partners, LLC
INCREASED
Shares29,253 from 26,235
Change+3,018 (+12%)
Value$706.7K (+$29.4K)
Filed 2026-10-19
RMG Wealth Management LLC
NEW
Shares27,676
Change+27,676
Value$680.3K
Filed 2026-10-26
Cypress Wealth Services, LLC
INCREASED
Shares27,645 from 27,402
Change+243 (+1%)
Value$665.1K (-$42.4K)
Filed 2026-10-21
Legacy Wealth Management, LLC
DECREASED
Shares27,045 from 36,507
Change-9,462 (-26%)
Value$653.4K (-$289.2K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
INCREASED
Shares26,458 from 25,515
Change+943 (+4%)
Value$639.2K (-$19.6K)
Filed 2026-10-28
Accredited Investors Inc.
UNCHANGED
Shares25,674 from 25,674
Change0 (0%)
Value$620.3K (-$42.6K)
Filed 2026-11-03
SigFig Wealth Management, LLC
NEW
Shares25,585
Change+25,585
Value$618.1K
Filed 2026-10-07
Symmetry Partners, LLC
INCREASED
Shares25,266 from 24,341
Change+925 (+4%)
Value$610.4K (-$18.1K)
Filed 2026-10-27
Hoxton Planning & Management, LLC
INCREASED
Shares23,933 from 22,573
Change+1,360 (+6%)
Value$578.2K (-$4.6K)
Filed 2026-10-15
Blueprint Investment Partners LLC
DECREASED
Shares23,345 from 23,595
Change-250 (-1%)
Value$564.0K (-$45.2K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares23,345 from 23,595
Change-250 (-1%)
Value$564.0K (-$45.2K)
Filed 2026-10-28
Breakwater Capital Group
INCREASED
Shares22,272 from 11,309
Change+10,963 (+97%)
Value$538.1K (+$246.1K)
Filed 2026-10-09
Procyon Advisors, LLC
NEW
Shares20,773
Change+20,773
Value$501.9K
Filed 2026-10-21
Kestra Investment Management, LLC
NEW
Shares20,584
Change+20,584
Value$497.3K
Filed 2026-11-04
Daymark Wealth Partners, LLC
NEW
Shares20,283
Change+20,283
Value$490.0K
Filed 2026-11-04
Altiora Financial Group, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$483.2K (-$33.2K)
Filed 2026-11-04
West Paces Advisors Inc.
INCREASED
Shares19,570 from 1,950
Change+17,620 (+904%)
Value$472.8K (+$422.5K)
Filed 2026-10-13
Gill Capital Partners, LLC
UNCHANGED
Shares19,351 from 19,351
Change0 (0%)
Value$467.5K (-$32.1K)
Filed 2026-10-13
Brookstone Capital Management
NEW
Shares19,293
Change+19,293
Value$466.1K
Filed 2026-10-22
Roan Capital Partners
DECREASED
Shares19,221 from 21,064
Change-1,843 (-9%)
Value$464.4K (-$79.5K)
Filed 2026-10-09
LifeGoal Investments, LLC
NEW
Shares18,732
Change+18,732
Value$452.6K
Filed 2026-10-09
Golden Bell Financial Planning LLC
INCREASED
Shares18,231 from 18,077
Change+154 (+1%)
Value$440.5K (-$26.3K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares17,400 from 17,400
Change0 (0%)
Value$420.4K (-$28.9K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares17,122 from 17,101
Change+21 (+0%)
Value$413.7K (-$27.9K)
Filed 2026-10-08
Unify Financial Advisors
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$410.7K (-$28.2K)
Filed 2026-11-03
Websterrogers Financial Advisors, LLC
NEW
Shares16,631
Change+16,631
Value$401.8K
Filed 2026-11-02
Grant Street Asset Management, Inc.
INCREASED
Shares16,489 from 16,344
Change+145 (+1%)
Value$398.4K (-$23.6K)
Filed 2026-10-26
Morton Brown Family Wealth, LLC
NEW
Shares16,291
Change+16,291
Value$393.6K
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
NEW
Shares16,220
Change+16,220
Value$391.9K
Filed 2026-10-23
Chapman Financial Group, LLC
UNCHANGED
Shares16,100 from 16,100
Change0 (0%)
Value$389.0K (-$26.7K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares16,054 from 15,115
Change+939 (+6%)
Value$387.9K (-$2.4K)
Filed 2026-10-30
Carrera Capital Advisors
UNCHANGED
Shares15,898 from 15,898
Change0 (0%)
Value$384.1K (-$26.4K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
INCREASED
Shares14,888 from 10,224
Change+4,664 (+46%)
Value$359.7K (+$95.7K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares14,868 from 20,475
Change-5,607 (-27%)
Value$359.2K (-$169.4K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares14,787 from 8,265
Change+6,522 (+79%)
Value$357.3K (+$143.9K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares14,680 from 15,421
Change-741 (-5%)
Value$354.7K (-$43.5K)
Filed 2026-10-08
Brighton Jones LLC
NEW
Shares14,257
Change+14,257
Value$344.5K
Filed 2026-11-03
Revisor Wealth Management LLC
UNCHANGED
Shares14,120 from 14,120
Change0 (0%)
Value$345.8K (-$18.8K)
Filed 2026-10-20
Hurlow Wealth Management Group, Inc.
NEW
Shares13,957
Change+13,957
Value$337.2K
Filed 2026-10-29
AdvisorNet Financial, Inc
DECREASED
Shares13,208 from 26,313
Change-13,105 (-50%)
Value$321.1K (-$358.3K)
Filed 2026-10-15
Old National Bancorp
NEW
Shares13,000
Change+13,000
Value$314.1K
Filed 2026-10-20
McAdam, LLC
NEW
Shares12,889
Change+12,889
Value$311.4K
Filed 2026-10-21
Financial Life Advisors
NEW
Shares12,776
Change+12,776
Value$308.7K
Filed 2026-10-14
Landmark Wealth Management, LLC
NEW
Shares11,574
Change+11,574
Value$279.6K
Filed 2026-11-03
Cape Investment Advisory, Inc.
INCREASED
Shares11,549 from 11,449
Change+100 (+1%)
Value$279.0K (-$16.6K)
Filed 2026-10-13
FF Advisors,LLC
DECREASED
Shares10,434 from 16,819
Change-6,385 (-38%)
Value$252.1K (-$182.2K)
Filed 2026-10-21
Thrivent Financial for Lutherans
UNCHANGED
Shares10,374 from 10,374
Change0 (0%)
Value$251 (-$267.7K)
Filed 2026-11-05
Balboa Wealth Partners
NEW
Shares10,045
Change+10,045
Value$242.7K
Filed 2026-10-20
Greenspring Advisors, LLC
UNCHANGED
Shares9,740 from 9,740
Change0 (0%)
Value$235.3K (-$16.2K)
Filed 2026-11-05
Bedel Financial Consulting, Inc.
UNCHANGED
Shares9,729 from 9,729
Change0 (0%)
Value$235.1K (-$16.2K)
Filed 2026-11-06
Heartwood Wealth Advisors LLC
UNCHANGED
Shares9,243 from 9,243
Change0 (0%)
Value$223.3K (-$15.3K)
Filed 2026-10-05
Key Client Fiduciary Advisors, LLC
NEW
Shares8,950
Change+8,950
Value$216.2K
Filed 2026-10-19
Northern Lights Advisors, Inc.
UNCHANGED
Shares8,907 from 8,907
Change0 (0%)
Value$215.2K (-$14.8K)
Filed 2026-10-21
Fairway Wealth LLC
NEW
Shares7,430
Change+7,430
Value$179.5K
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares7,292 from 6,161
Change+1,131 (+18%)
Value$176.2K (+$17.1K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares4,728 from 4,687
Change+41 (+1%)
Value$113.4K (-$7.6K)
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares4,701 from 5,186
Change-485 (-9%)
Value$113.6K (-$20.3K)
Filed 2026-11-06
Next Level Wealth Planning, LLC
NEW
Shares3,957
Change+3,957
Value$95.6K
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares3,647 from 3,647
Change0 (0%)
Value$94.2K ($0)
Filed 2026-11-06
Trust Co
INCREASED
Shares2,403 from 1,532
Change+871 (+57%)
Value$58.0K (+$18.5K)
Filed 2026-10-09
Community Bank, N.A.
UNCHANGED
Shares2,281 from 2,281
Change0 (0%)
Value$55.1K (-$3.8K)
Filed 2026-11-06
Central Trust Co
INCREASED
Shares2,112 from 22
Change+2,090 (+9500%)
Value$51.0K (+$50.5K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares1,917 from 1,900
Change+17 (+1%)
Value$46.3K (-$2.7K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares1,858
Change+1,858
Value$44.9K
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares1,295 from 1,459
Change-164 (-11%)
Value$31.3K (-$6.4K)
Filed 2026-10-15
Friedenthal Financial
DECREASED
Shares1,170 from 1,366
Change-196 (-14%)
Value$28.3K (-$7.0K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,101 from 1,101
Change0 (0%)
Value$26.6K (-$1.8K)
Filed 2026-10-16
EPG Wealth Management LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$18.1K (-$1.2K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares481
Change+481
Value$11.6K
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$8.3K (-$572)
Filed 2026-10-26
Chilton Capital Management LLC
NEW
Shares327
Change+327
Value$7.9K
Filed 2026-10-28
Maryland Capital Advisors Inc.
DECREASED
Shares45 from 139
Change-94 (-68%)
Value$1.1K (-$2.5K)
Filed 2026-10-15
High Note Wealth, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$821 (-$57)
Filed 2026-10-27
Investment Planning Advisors, Inc.
CLOSED
Shares0 from 90,645
Change-90,645 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-14
Copper Harbor Investment Advisors, LLC
CLOSED
Shares0 from 62,983
Change-62,983 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-16
Core Wealth Advisors, LLC
CLOSED
Shares0 from 49,904
Change-49,904 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 16,667
Change-16,667 (-100%)
Value$0 (-$430.4K)
Filed 2026-10-08
Spire Wealth Management
CLOSED
Shares0 from 15,627
Change-15,627 (-100%)
Value$0 (-$403.5K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 15,271
Change-15,271 (-100%)
Value$0 (-$394.3K)
Filed 2026-10-13
Gemmer Asset Management LLC
CLOSED
Shares0 from 14,491
Change-14,491 (-100%)
Value$0 (-$374.2K)
Filed 2026-10-16
Certuity, LLC
CLOSED
Shares0 from 12,001
Change-12,001 (-100%)
Value$0 (-$309.9K)
Filed 2026-11-02
Keystone Wealth Services, LLC
CLOSED
Shares0 from 10,894
Change-10,894 (-100%)
Value$0 (-$281.3K)
Filed 2026-11-03
VCI Wealth Management LLC
CLOSED
Shares0 from 8,971
Change-8,971 (-100%)
Value$0 (-$231.6K)
Filed 2026-10-29
Fisher Asset Management, LLC
CLOSED
Shares0 from 8,726
Change-8,726 (-100%)
Value$0 (-$225.3K)
Filed 2026-11-06
Mission Wealth Management, LP
CLOSED
Shares0 from 7,775
Change-7,775 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-15
Assetmark, Inc
CLOSED
Shares0 from 809
Change-809 (-100%)
Value$0 (-$20.9K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 399
Change-399 (-100%)
Value$0 (-$10.3K)
Filed 2026-11-02
Russell Investments Group, Ltd.
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$9.2K)
Filed 2026-11-06
True Wealth Design, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-13
Charles Schwab Investment Management Inc
N/A
Shares— from 74,885,347
Change-74,885,347 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,333,836
Change-23,333,836 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,475,683
Change-3,475,683 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,014,596
Change-1,014,596 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 918,625
Change-918,625 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 903,490
Change-903,490 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 860,999
Change-860,999 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 329,854
Change-329,854 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 306,190
Change-306,190 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 279,549
Change-279,549 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 276,100
Change-276,100 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 221,635
Change-221,635 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 216,721
Change-216,721 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 176,935
Change-176,935 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 166,612
Change-166,612 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 156,452
Change-156,452 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 153,858
Change-153,858 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 148,808
Change-148,808 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 135,900
Change-135,900 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 125,140
Change-125,140 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 118,406
Change-118,406 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 116,462
Change-116,462 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 114,711
Change-114,711 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 85,248
Change-85,248 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 71,792
Change-71,792 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 70,567
Change-70,567 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 67,723
Change-67,723 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 65,957
Change-65,957 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 57,515
Change-57,515 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 56,529
Change-56,529 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 53,356
Change-53,356 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 44,784
Change-44,784 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 43,446
Change-43,446 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 42,974
Change-42,974 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 42,330
Change-42,330 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 39,878
Change-39,878 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 37,927
Change-37,927 (-100%)
Value—
FMR LLC
N/A
Shares— from 33,578
Change-33,578 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 32,282
Change-32,282 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 32,081
Change-32,081 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 31,268
Change-31,268 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 25,866
Change-25,866 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 25,590
Change-25,590 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 25,418
Change-25,418 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 21,716
Change-21,716 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 20,717
Change-20,717 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 19,773
Change-19,773 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,410
Change-19,410 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 17,098
Change-17,098 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 15,908
Change-15,908 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,636
Change-15,636 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 15,467
Change-15,467 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,035
Change-15,035 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 14,455
Change-14,455 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 13,614
Change-13,614 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 13,564
Change-13,564 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 12,607
Change-12,607 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 12,026
Change-12,026 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 12,001
Change-12,001 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,510
Change-9,510 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,064
Change-9,064 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 749
Change-749 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 156
Change-156 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
UBS Group AG
N/A
Shares— from 134
Change-134 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Avidian Wealth Enterprises, LLC
INCREASED2,232,0981,483,825+748,273+50%$38.3M$53.9M+$15.6M2026-10-08
Crestwood Advisors Group, LLC
NEW982,371—+982,371——$23.7M—2026-10-27
Wedmont Private Capital
DECREASED471,085494,540-23,455-5%$12.7M$11.3M-$1.4M2026-10-09
Resonant Capital Advisors, LLC
INCREASED420,3718,349+412,022+4935%$215.6K$10.2M+$9.9M2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED390,225385,679+4,546+1%$9.9M$9.4M-$546.6K2026-10-13
Charles Schwab Trust Co
DECREASED254,6951,055,202-800,507-76%$27.2M$6.2M-$21.1M2026-10-15
LPL Financial LLC
INCREASED253,615147,243+106,372+72%$3.8M$6.1M+$2.3M2026-11-06
Vise Technologies, Inc.
NEW243,912—+243,912——$5.9M—2026-10-29
Perigon Wealth Management, LLC
INCREASED237,644223,357+14,287+6%$5.8M$5.7M-$25.6K2026-10-22
Compound Planning, Inc.
NEW219,719—+219,719——$5.3M—2026-11-05
Myecfo, LLC
INCREASED186,910167,230+19,680+12%$4.3M$4.5M+$197.9K2026-10-14
Values Added Financial LLC
INCREASED173,17011,549+161,621+1399%$298.2K$4.2M+$3.9M2026-10-28
Compass Financial Group, Inc
INCREASED160,078149,926+10,152+7%$3.9M$3.9M-$3.6K2026-10-13
Rosenberg Matthew Hamilton
INCREASED157,34111,013+146,328+1329%$284.4K$3.8M+$3.5M2026-10-05
Cornerstone Advisors Asset Management, LLC
INCREASED125,43995,092+30,347+32%$2.5M$3.0M+$575.3K2026-11-06
Merit Financial Group, LLC
NEW122,757—+122,757——$3.0M—2026-11-06
Archer Investment Management, LLC
INCREASED108,96348,787+60,176+123%$1.3M$2.6M+$1.4M2026-10-13
Liberty Capital Management, Inc.
NEW108,450—+108,450——$2.6M—2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED103,116112,247-9,131-8%$2.9M$2.5M-$406.9K2026-10-05
Vested Financial Planning, LLC
NEW85,980—+85,980——$2.1M—2026-10-28
Creative Planning
INCREASED84,51871,878+12,640+18%$1.9M$2.0M+$186.1K2026-11-02
Creative Financial Designs Inc
INCREASED80,87460,614+20,260+33%$1.6M$2.0M+$388.9K2026-11-04
CGN Advisors LLC
DECREASED74,717225,093-150,376-67%$5.8M$1.8M-$4.0M2026-10-21
Kestra Advisory Services, LLC
INCREASED54,07838,322+15,756+41%$989.5K$1.3M+$317.1K2026-11-02
Choreo, LLC
DECREASED53,71754,135-418-1%$1.4M$1.3M-$99.9K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED53,64111,823+41,818+354%$305.3K$1.3M+$990.7K2026-10-16
Meridian Wealth Management, LLC
DECREASED52,67552,784-1090%$1.4M$1.3M-$90.3K2026-11-05
Ackerman Capital Advisors, LLC
UNCHANGED51,03951,03900%$1.3M$1.2M-$84.7K2026-10-30
Columbus Macro, LLC
DECREASED50,94353,282-2,339-4%$1.4M$1.2M-$145.0K2026-10-14
Stolz & Associates, PS
INCREASED50,49038,590+11,900+31%$996.4K$1.2M+$223.4K2026-11-05
Torrey Growth & Income Advisors
DECREASED49,87452,690-2,816-5%$1.4M$1.2M-$155.6K2026-11-04
Verus Financial Partners, Inc.
NEW48,690—+48,690——$1.2M—2026-10-29
Family Capital Management, Inc.
INCREASED47,89441,166+6,728+16%$1.1M$1.2M+$94.2K2026-11-03
EverSource Wealth Advisors, LLC
NEW43,561—+43,561——$1.1M—2026-11-04
Asset Allocation Strategies LLC
INCREASED43,36733,610+9,757+29%$867.8K$1.0M+$179.9K2026-10-20
Acorn Wealth Advisors, LLC
INCREASED40,61940,395+224+1%$1.0M$981.4K-$61.6K2026-10-19
Breakwater Investment Management
DECREASED38,98375,456-36,473-48%$1.9M$941.8K-$1.0M2026-10-20
Integrity Alliance, Llc.
DECREASED37,65338,942-1,289-3%$1.0M$909.7K-$95.8K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED36,84833,112+3,736+11%$855.0K$890-$854.1K2026-11-02
Aprio Wealth Management, LLC
NEW35,671—+35,671——$861.8K—2026-10-28
TSA Wealth Managment LLC
DECREASED34,76662,130-27,364-44%$1.6M$839.9K-$764.3K2026-10-22
MGO One Seven LLC
NEW34,000—+34,000——$821.4K—2026-10-28
IFP Advisors, Inc
DECREASED33,35740,046-6,689-17%$1.0M$805.9K-$228.1K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED33,31616,699+16,617+100%$431.2K$804.9K+$373.8K2026-10-23
Gleason Group, Inc.
INCREASED31,01028,005+3,005+11%$723.1K$749.2K+$26.1K2026-10-15
Cap Partners, LLC
INCREASED29,25326,235+3,018+12%$677.4K$706.7K+$29.4K2026-10-19
RMG Wealth Management LLC
NEW27,676—+27,676——$680.3K—2026-10-26
Cypress Wealth Services, LLC
INCREASED27,64527,402+243+1%$707.5K$665.1K-$42.4K2026-10-21
Legacy Wealth Management, LLC
DECREASED27,04536,507-9,462-26%$942.6K$653.4K-$289.2K2026-10-22
Clear Creek Financial Management, LLC
INCREASED26,45825,515+943+4%$658.8K$639.2K-$19.6K2026-10-28
Accredited Investors Inc.
UNCHANGED25,67425,67400%$662.9K$620.3K-$42.6K2026-11-03
SigFig Wealth Management, LLC
NEW25,585—+25,585——$618.1K—2026-10-07
Symmetry Partners, LLC
INCREASED25,26624,341+925+4%$628.5K$610.4K-$18.1K2026-10-27
Hoxton Planning & Management, LLC
INCREASED23,93322,573+1,360+6%$582.8K$578.2K-$4.6K2026-10-15
Blueprint Investment Partners LLC
DECREASED23,34523,595-250-1%$609.2K$564.0K-$45.2K2026-10-28
Blueprint Financial Advisors LLC
DECREASED23,34523,595-250-1%$609.2K$564.0K-$45.2K2026-10-28
Breakwater Capital Group
INCREASED22,27211,309+10,963+97%$292.0K$538.1K+$246.1K2026-10-09
Procyon Advisors, LLC
NEW20,773—+20,773——$501.9K—2026-10-21
Kestra Investment Management, LLC
NEW20,584—+20,584——$497.3K—2026-11-04
Daymark Wealth Partners, LLC
NEW20,283—+20,283——$490.0K—2026-11-04
Altiora Financial Group, LLC
UNCHANGED20,00020,00000%$516.4K$483.2K-$33.2K2026-11-04
West Paces Advisors Inc.
INCREASED19,5701,950+17,620+904%$50.3K$472.8K+$422.5K2026-10-13
Gill Capital Partners, LLC
UNCHANGED19,35119,35100%$499.6K$467.5K-$32.1K2026-10-13
Brookstone Capital Management
NEW19,293—+19,293——$466.1K—2026-10-22
Roan Capital Partners
DECREASED19,22121,064-1,843-9%$543.9K$464.4K-$79.5K2026-10-09
LifeGoal Investments, LLC
NEW18,732—+18,732——$452.6K—2026-10-09
Golden Bell Financial Planning LLC
INCREASED18,23118,077+154+1%$466.7K$440.5K-$26.3K2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED17,40017,40000%$449.3K$420.4K-$28.9K2026-10-13
CoreCap Advisors, LLC
INCREASED17,12217,101+21+0%$441.5K$413.7K-$27.9K2026-10-08
Unify Financial Advisors
UNCHANGED17,00017,00000%$438.9K$410.7K-$28.2K2026-11-03
Websterrogers Financial Advisors, LLC
NEW16,631—+16,631——$401.8K—2026-11-02
Grant Street Asset Management, Inc.
INCREASED16,48916,344+145+1%$422.0K$398.4K-$23.6K2026-10-26
Morton Brown Family Wealth, LLC
NEW16,291—+16,291——$393.6K—2026-10-23
Beese Fulmer Investment Management, Inc.
NEW16,220—+16,220——$391.9K—2026-10-23
Chapman Financial Group, LLC
UNCHANGED16,10016,10000%$415.7K$389.0K-$26.7K2026-10-26
Compass Financial Management LLC
INCREASED16,05415,115+939+6%$390.3K$387.9K-$2.4K2026-10-30
Carrera Capital Advisors
UNCHANGED15,89815,89800%$410.5K$384.1K-$26.4K2026-11-03
Pinnacle Bancorp, Inc.
INCREASED14,88810,224+4,664+46%$264.0K$359.7K+$95.7K2026-10-21
Commonwealth Equity Services, LLC
DECREASED14,86820,475-5,607-27%$528.7K$359.2K-$169.4K2026-11-02
Lido Advisors, LLC
INCREASED14,7878,265+6,522+79%$213.4K$357.3K+$143.9K2026-11-04
Farther Finance Advisors, LLC
DECREASED14,68015,421-741-5%$398.2K$354.7K-$43.5K2026-10-08
Brighton Jones LLC
NEW14,257—+14,257——$344.5K—2026-11-03
Revisor Wealth Management LLC
UNCHANGED14,12014,12000%$364.6K$345.8K-$18.8K2026-10-20
Hurlow Wealth Management Group, Inc.
NEW13,957—+13,957——$337.2K—2026-10-29
AdvisorNet Financial, Inc
DECREASED13,20826,313-13,105-50%$679.4K$321.1K-$358.3K2026-10-15
Old National Bancorp
NEW13,000—+13,000——$314.1K—2026-10-20
McAdam, LLC
NEW12,889—+12,889——$311.4K—2026-10-21
Financial Life Advisors
NEW12,776—+12,776——$308.7K—2026-10-14
Landmark Wealth Management, LLC
NEW11,574—+11,574——$279.6K—2026-11-03
Cape Investment Advisory, Inc.
INCREASED11,54911,449+100+1%$295.6K$279.0K-$16.6K2026-10-13
FF Advisors,LLC
DECREASED10,43416,819-6,385-38%$434.3K$252.1K-$182.2K2026-10-21
Thrivent Financial for Lutherans
UNCHANGED10,37410,37400%$268.0K$251-$267.7K2026-11-05
Balboa Wealth Partners
NEW10,045—+10,045——$242.7K—2026-10-20
Greenspring Advisors, LLC
UNCHANGED9,7409,74000%$251.5K$235.3K-$16.2K2026-11-05
Bedel Financial Consulting, Inc.
UNCHANGED9,7299,72900%$251.2K$235.1K-$16.2K2026-11-06
Heartwood Wealth Advisors LLC
UNCHANGED9,2439,24300%$238.7K$223.3K-$15.3K2026-10-05
Key Client Fiduciary Advisors, LLC
NEW8,950—+8,950——$216.2K—2026-10-19
Northern Lights Advisors, Inc.
UNCHANGED8,9078,90700%$230.0K$215.2K-$14.8K2026-10-21
Fairway Wealth LLC
NEW7,430—+7,430——$179.5K—2026-10-30
Larson Financial Group LLC
INCREASED7,2926,161+1,131+18%$159.1K$176.2K+$17.1K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED4,7284,687+41+1%$121.0K$113.4K-$7.6K2026-10-30
Clearstead Advisors, LLC
DECREASED4,7015,186-485-9%$133.9K$113.6K-$20.3K2026-11-06
Next Level Wealth Planning, LLC
NEW3,957—+3,957——$95.6K—2026-10-29
Allworth Financial LP
UNCHANGED3,6473,64700%$94.2K$94.2K$02026-11-06
Trust Co
INCREASED2,4031,532+871+57%$39.5K$58.0K+$18.5K2026-10-09
Community Bank, N.A.
UNCHANGED2,2812,28100%$58.9K$55.1K-$3.8K2026-11-06
Central Trust Co
INCREASED2,11222+2,090+9500%$569$51.0K+$50.5K2026-11-05
Buck Wealth Strategies, LLC
INCREASED1,9171,900+17+1%$49.1K$46.3K-$2.7K2026-10-28
Root Financial Partners, LLC
NEW1,858—+1,858——$44.9K—2026-10-21
Blue Trust, Inc.
DECREASED1,2951,459-164-11%$37.7K$31.3K-$6.4K2026-10-15
Friedenthal Financial
DECREASED1,1701,366-196-14%$35.3K$28.3K-$7.0K2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED1,1011,10100%$28.4K$26.6K-$1.8K2026-10-16
EPG Wealth Management LLC
UNCHANGED75075000%$19.4K$18.1K-$1.2K2026-11-03
Latitude Advisors, LLC
NEW481—+481——$11.6K—2026-10-27
Abound Wealth Management
UNCHANGED34534500%$8.9K$8.3K-$5722026-10-26
Chilton Capital Management LLC
NEW327—+327——$7.9K—2026-10-28
Maryland Capital Advisors Inc.
DECREASED45139-94-68%$3.6K$1.1K-$2.5K2026-10-15
High Note Wealth, LLC
UNCHANGED343400%$878$821-$572026-10-27
Investment Planning Advisors, Inc.
CLOSED090,645-90,645-100%$2.3M$0-$2.3M2026-10-14
Copper Harbor Investment Advisors, LLC
CLOSED062,983-62,983-100%$1.6M$0-$1.6M2026-10-16
Core Wealth Advisors, LLC
CLOSED049,904-49,904-100%$1.3M$0-$1.3M2026-11-05
Galvin, Gaustad & Stein, LLC
CLOSED016,667-16,667-100%$430.4K$0-$430.4K2026-10-08
Spire Wealth Management
CLOSED015,627-15,627-100%$403.5K$0-$403.5K2026-10-30
Fiduciary Financial Group, LLC
CLOSED015,271-15,271-100%$394.3K$0-$394.3K2026-10-13
Gemmer Asset Management LLC
CLOSED014,491-14,491-100%$374.2K$0-$374.2K2026-10-16
Certuity, LLC
CLOSED012,001-12,001-100%$309.9K$0-$309.9K2026-11-02
Keystone Wealth Services, LLC
CLOSED010,894-10,894-100%$281.3K$0-$281.3K2026-11-03
VCI Wealth Management LLC
CLOSED08,971-8,971-100%$231.6K$0-$231.6K2026-10-29
Fisher Asset Management, LLC
CLOSED08,726-8,726-100%$225.3K$0-$225.3K2026-11-06
Mission Wealth Management, LP
CLOSED07,775-7,775-100%$200.8K$0-$200.8K2026-10-15
Assetmark, Inc
CLOSED0809-809-100%$20.9K$0-$20.9K2026-10-21
International Assets Investment Management, LLC
CLOSED0399-399-100%$10.3K$0-$10.3K2026-11-02
Russell Investments Group, Ltd.
CLOSED0357-357-100%$9.2K$0-$9.2K2026-11-06
True Wealth Design, LLC
CLOSED067-67-100%$1.7K$0-$1.7K2026-10-13
Charles Schwab Investment Management Inc
N/A—74,885,347-74,885,347-100%$1.9B———
Bank of America Corp
N/A—23,333,836-23,333,836-100%$602.5M———
Jones Financial Companies Lllp
N/A—3,475,683-3,475,683-100%$89.6M———
Fort Point Capital Partners LLC
N/A—1,014,596-1,014,596-100%$26.2M———
Pallas Capital Advisors LLC
N/A—918,625-918,625-100%$23.7M———
United Capital Financial Advisors, LLC
N/A—903,490-903,490-100%$23.4M———
Envestnet Asset Management Inc
N/A—860,999-860,999-100%$22.2M———
Smith, Moore & Co.
N/A—329,854-329,854-100%$8.5M———
Quantinno Capital Management LP
N/A—306,190-306,190-100%$7.9M———
RWA Wealth Partners, LLC
N/A—279,549-279,549-100%$7.2M———
Renaissance Technologies LLC
N/A—276,100-276,100-100%$7.1M———
Citadel Advisors LLC
N/A—221,635-221,635-100%$5.7M———
JPMorgan Chase & Co
N/A—216,721-216,721-100%$5.6M———
MML Investors Services, LLC
N/A—176,935-176,935-100%$4.6M———
Beaird Harris Wealth Management, LLC
N/A—166,612-166,612-100%$4.3M———
Manning & Napier Advisors LLC
N/A—156,452-156,452-100%$4.0M———
Waverly Advisors, LLC
N/A—153,858-153,858-100%$4.0M———
Raymond James Financial Inc
N/A—148,808-148,808-100%$3.8M———
Northwestern Mutual Wealth Management Co
N/A—135,900-135,900-100%$3.5M———
Natixis Advisors, LLC
N/A—125,140-125,140-100%$3.2M———
Shared Vision Wealth Group LLC
N/A—118,406-118,406-100%$3.1M———
Mariner, LLC
N/A—116,462-116,462-100%$3.0M———
Captrust Financial Advisors
N/A—114,711-114,711-100%$3.0M———
Goldman Sachs Group Inc
N/A—100,000-100,000-100%$2.6M———
Osaic Holdings, Inc.
N/A—85,248-85,248-100%$2.2M———
Janney Montgomery Scott LLC
N/A—80,000-80,000-100%$2.1M———
Donaldson Capital Management, LLC
N/A—71,792-71,792-100%$1.9M———
O'rourke & Company, Inc
N/A—70,567-70,567-100%$1.8M———
Cetera Investment Advisers
N/A—67,723-67,723-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—65,957-65,957-100%$1.7M———
AQR Capital Management LLC
N/A—57,515-57,515-100%$1.5M———
Old Mission Capital LLC
N/A—56,529-56,529-100%$1.5M———
NewEdge Wealth, LLC
N/A—53,356-53,356-100%$1.4M———
Pasadena Private Wealth, LLC
N/A—44,784-44,784-100%$1.2M———
Mercer Global Advisors Inc
N/A—43,446-43,446-100%$1.1M———
Royal Bank of Canada
N/A—42,974-42,974-100%$1.1M———
Francis Financial, Inc.
N/A—42,330-42,330-100%$1.1M———
Stonebridge Financial Group, LLC
N/A—39,878-39,878-100%$1.0M———
Harbour Investments, Inc.
N/A—37,927-37,927-100%$979.3K———
FMR LLC
N/A—33,578-33,578-100%$867.0K———
Sequoia Financial Advisors, LLC
N/A—32,282-32,282-100%$833.5K———
Alteri Wealth LLC
N/A—32,081-32,081-100%$828.3K———
Wescott Financial Advisory Group, LLC
N/A—31,268-31,268-100%$807.3K———
MAI Capital Management
N/A—25,866-25,866-100%$667.9K———
Advyzon Investment Management, LLC
N/A—25,590-25,590-100%$660.7K———
Coastal Bridge Advisors, LLC
N/A—25,418-25,418-100%$656.3K———
CreativeOne Wealth, LLC
N/A—21,716-21,716-100%$560.7K———
Berger Financial Group, Inc
N/A—20,717-20,717-100%$534.9K———
HighTower Advisors, LLC
N/A—19,773-19,773-100%$510.5K———
Advisory Services Network, LLC
N/A—19,410-19,410-100%$501.2K———
Peapack Gladstone Financial Corp
N/A—17,098-17,098-100%$441.0K———
Continuum Advisory, LLC
N/A—15,908-15,908-100%$410.7K———
Cerity Partners LLC
N/A—15,636-15,636-100%$403.7K———
Fiduciary Financial Advisors
N/A—15,467-15,467-100%$399.4K———
SageView Advisory Group, LLC
N/A—15,035-15,035-100%$388.2K———
Nalls Sherbakoff Group, LLC
N/A—14,455-14,455-100%$373.2K———
Advisory Alpha, LLC
N/A—13,614-13,614-100%$351.5K———
Intentional Wealth Strategies, LLC
N/A—13,564-13,564-100%$350.2K———
Focus Partners Wealth
N/A—12,945-12,945-100%$334.2K———
Canal Capital Management, LLC
N/A—12,607-12,607-100%$325.5K———
Savvy Advisors, Inc.
N/A—12,200-12,200-100%$315.0K———
January Capital Advisors LLC
N/A—12,026-12,026-100%$310.5K———
IEQ Capital, LLC
N/A—12,001-12,001-100%$309.9K———
Foundations Investment Advisors, LLC
N/A—10,674-10,674-100%$275.6K———
Johnson Investment Counsel Inc
N/A—9,510-9,510-100%$245.5K———
XTX Topco Ltd
N/A—9,064-9,064-100%$234.0K———
Ameriprise Financial Inc
N/A—8,625-8,625-100%$222.7K———
Hayek Kallen Investment Management
N/A—8,000-8,000-100%$207.0K———
AE Wealth Management LLC
N/A—7,925-7,925-100%$204.6K———
Aptus Capital Advisors, LLC
N/A—6,413-6,413-100%$165.6K———
Ancora Advisors LLCA
N/A—5,761-5,761-100%$148.7K———
Morgan Stanley
N/A—5,715-5,715-100%$147.6K———
Capital Analysts, LLC
N/A—5,404-5,404-100%$140.0K———
Global Retirement Partners, LLC
N/A—4,753-4,753-100%$122.7K———
Wells Fargo & Company
N/A—3,526-3,526-100%$91.0K———
Tower Research Capital LLC (TRC)
N/A—3,004-3,004-100%$77.6K———
Brown Brothers Harriman & Co
N/A—2,691-2,691-100%$69.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,508-2,508-100%$64.8K———
BFC Planning, Inc.
N/A—2,508-2,508-100%$64.8K———
Steward Partners Investment Advisory, LLC
N/A—1,739-1,739-100%$44.9K———
JDM Financial Group LLC
N/A—1,480-1,480-100%$38.2K———
Arax Advisory Partners
N/A—1,134-1,134-100%$29.3K———
Atlantic Union Bankshares Corp
N/A—1,034-1,034-100%$26.7K———
Bank of Montreal
N/A—749-749-100%$19.3K———
CVA Family Office, LLC
N/A—700-700-100%$18.1K———
Delos Wealth Advisors, LLC
N/A—178-178-100%$4.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—156-156-100%$4.0K———
Hantz Financial Services, Inc.
N/A—153-153-100%$4———
UBS Group AG
N/A—134-134-100%$3.5K———
Vanguard Advisers Inc
N/A—47-47-100%$1.2K———
BlackRock, Inc.
N/A—25-25-100%$646———
Frazier Financial Advisors, LLC
N/A—15-15-100%$395———
GW&K Investment Management, LLC
N/A—15-15-100%$0———
Mcguire Capital Advisors Inc
N/A—7-7-100%$181———
Ameriflex Group, Inc.
N/A—1-1-100%$26———
Showing 229 of 229 institutions