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Schwab Long-Term US Treasury (SCHQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares759,000 from 742,964
Change+16,036 (+2%)
Value$21.6M (-$1.7M)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
INCREASED
Shares633,300 from 579,543
Change+53,757 (+9%)
Value$18.0M (-$116.0K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares293,310 from 74,473
Change+218,837 (+294%)
Value$8.3K (-$2.3M)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares289,852 from 320,135
Change-30,283 (-9%)
Value$8.2M (-$1.8M)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares198,781 from 25,991
Change+172,790 (+665%)
Value$5.7M (+$4.8M)
Filed 2026-11-05
Thrivent Financial for Lutherans
NEW
Shares194,787
Change+194,787
Value$5.5K
Filed 2026-11-05
Attessa Capital LLC
INCREASED
Shares133,022 from 132,650
Change+372 (+0%)
Value$3.8M (-$366.1K)
Filed 2026-10-09
Professional Financial Management, Inc.
INCREASED
Shares115,378 from 111,214
Change+4,164 (+4%)
Value$3.3M (-$197.3K)
Filed 2026-10-22
WBH Advisory Inc
INCREASED
Shares87,954 from 35,637
Change+52,317 (+147%)
Value$2.5M (+$1.4M)
Filed 2026-11-05
MFG Wealth Management, Inc.
INCREASED
Shares80,002 from 78,530
Change+1,472 (+2%)
Value$2.3M (-$181.1K)
Filed 2026-10-09
Compound Planning, Inc.
INCREASED
Shares71,281 from 12,076
Change+59,205 (+490%)
Value$2.0M (+$1.7M)
Filed 2026-11-05
Fermata Advisors, LLC
DECREASED
Shares67,260 from 98,434
Change-31,174 (-32%)
Value$1.9M (-$1.2M)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED
Shares61,915 from 50,726
Change+11,189 (+22%)
Value$1.8M (+$174.4K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares60,568 from 55,172
Change+5,396 (+10%)
Value$1.7M (-$3.1K)
Filed 2026-10-16
Barden Capital Management, Inc.
INCREASED
Shares44,671 from 43,414
Change+1,257 (+3%)
Value$1.3M (-$87.5K)
Filed 2026-10-09
Compass Financial Management LLC
DECREASED
Shares37,884 from 50,314
Change-12,430 (-25%)
Value$1.1M (-$496.6K)
Filed 2026-10-30
Seek First Inc.
DECREASED
Shares34,162 from 34,831
Change-669 (-2%)
Value$972.3K (-$118.0K)
Filed 2026-10-27
DKM Wealth Management, Inc.
NEW
Shares30,298
Change+30,298
Value$862.3K
Filed 2026-10-09
Sagespring Wealth Partners, LLC
NEW
Shares30,162
Change+30,162
Value$858.4K
Filed 2026-10-22
Granville Capital, Inc.
INCREASED
Shares27,955 from 26,302
Change+1,653 (+6%)
Value$795.6K (-$27.6K)
Filed 2026-11-05
Sellwood Investment Partners LLC
INCREASED
Shares24,901 from 23,510
Change+1,391 (+6%)
Value$708.7K (-$27.2K)
Filed 2026-11-03
Silverlake Wealth Management LLC
NEW
Shares17,497
Change+17,497
Value$498.0K
Filed 2026-10-21
Collective Family Office LLC
DECREASED
Shares16,928 from 56,305
Change-39,377 (-70%)
Value$481.8K (-$1.3M)
Filed 2026-10-05
Downshift Financial, LLC
DECREASED
Shares16,022 from 23,079
Change-7,057 (-31%)
Value$456.0K (-$266.4K)
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares15,465
Change+15,465
Value$440.1K
Filed 2026-10-28
Ascent Group, LLC
INCREASED
Shares14,741 from 9,121
Change+5,620 (+62%)
Value$419.5K (+$134.0K)
Filed 2026-10-30
HUB Investment Partners, LLC
NEW
Shares14,738
Change+14,738
Value$419.4K
Filed 2026-11-03
Total Investment Management Inc
INCREASED
Shares14,614 from 14,613
Change+1 (+0%)
Value$415.9K (-$21.6K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares13,862 from 13,398
Change+464 (+3%)
Value$394.5K (-$24.8K)
Filed 2026-11-04
Vise Technologies, Inc.
DECREASED
Shares13,132 from 13,837
Change-705 (-5%)
Value$373.7K (-$59.4K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
NEW
Shares12,980
Change+12,980
Value$369
Filed 2026-11-02
Milestones Private Investment Advisors LLC
UNCHANGED
Shares12,588 from 12,588
Change0 (0%)
Value$358.3K (-$35.8K)
Filed 2026-10-19
Premier Path Wealth Partners, LLC
NEW
Shares11,214
Change+11,214
Value$319.2K
Filed 2026-10-16
Charles Schwab Trust Co
DECREASED
Shares11,039 from 89,892
Change-78,853 (-88%)
Value$314.2K (-$2.5M)
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED
Shares10,364 from 6,772
Change+3,592 (+53%)
Value$295.0K (+$83.0K)
Filed 2026-10-16
Antonelli Financial Advisors, LLC
DECREASED
Shares9,708 from 27,301
Change-17,593 (-64%)
Value$276.0K (-$579.0K)
Filed 2026-10-13
Intergy Private Wealth, LLC
NEW
Shares9,637
Change+9,637
Value$274.3K
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares9,605 from 6,534
Change+3,071 (+47%)
Value$273.4K (+$68.8K)
Filed 2026-10-20
RDA Financial Network
NEW
Shares9,571
Change+9,571
Value$272.4K
Filed 2026-10-15
Strategic Blueprint, LLC
DECREASED
Shares9,375 from 12,677
Change-3,302 (-26%)
Value$266.8K (-$130.0K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
NEW
Shares8,609
Change+8,609
Value$245.0K
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares8,391 from 1,203
Change+7,188 (+598%)
Value$238.8K (+$201.2K)
Filed 2026-10-14
LongView Wealth Management
NEW
Shares7,851
Change+7,851
Value$223.4K
Filed 2026-10-19
MBE Wealth Management, LLC
NEW
Shares7,588
Change+7,588
Value$216.0K
Filed 2026-10-26
Greenup Street Wealth Management LLC
INCREASED
Shares7,491 from 6,662
Change+829 (+12%)
Value$213.2K (+$4.7K)
Filed 2026-10-28
Strategic Advocates LLC
INCREASED
Shares5,802 from 5,757
Change+45 (+1%)
Value$165.1K (-$15.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares5,569 from 6,656
Change-1,087 (-16%)
Value$158.5K (-$49.8K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,851 from 3,851
Change0 (0%)
Value$109.6K (-$10.9K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares1,443 from 491
Change+952 (+194%)
Value$41.1K (+$25.7K)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$33.0K (-$3.3K)
Filed 2026-10-02
Larson Financial Group LLC
DECREASED
Shares879 from 2,118
Change-1,239 (-58%)
Value$25.0K (-$41.3K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares807 from 46
Change+761 (+1654%)
Value$23.0K (+$21.5K)
Filed 2026-10-19
Horizons Wealth Management
NEW
Shares777
Change+777
Value$22.1K
Filed 2026-10-05
Signature Equity Partners, LLC
INCREASED
Shares635 from 296
Change+339 (+115%)
Value$18.1K (+$8.8K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares574 from 2,701
Change-2,127 (-79%)
Value$16.3K (-$68.2K)
Filed 2026-11-04
Private Trust Co NA
NEW
Shares484
Change+484
Value$13.8K
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$10.1K (-$1.0K)
Filed 2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED
Shares340 from 161
Change+179 (+111%)
Value$9.7K (+$4.6K)
Filed 2026-10-14
WT Wealth Management
CLOSED
Shares0 from 103,757
Change-103,757 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-13
Sigma Planning Corp
CLOSED
Shares0 from 27,271
Change-27,271 (-100%)
Value$0 (-$853.6K)
Filed 2026-10-23
Keystone Global Partners, LLC
CLOSED
Shares0 from 26,006
Change-26,006 (-100%)
Value$0 (-$814.0K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 8,364
Change-8,364 (-100%)
Value$0 (-$256.5K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 8,267
Change-8,267 (-100%)
Value$0 (-$258.8K)
Filed 2026-11-02
Clark Asset Management, LLC
CLOSED
Shares0 from 6,636
Change-6,636 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-19
Zenith Solutions, Inc.
CLOSED
Shares0 from 6,530
Change-6,530 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-19
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,156
Change-2,156 (-100%)
Value$0 (-$67.5K)
Filed 2026-10-15
Assetmark, Inc
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$563)
Filed 2026-10-21
Tidal Investments LLC
N/A
Shares— from 1,394,729
Change-1,394,729 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,385,488
Change-1,385,488 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 621,809
Change-621,809 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 601,655
Change-601,655 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 465,471
Change-465,471 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 400,837
Change-400,837 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 263,799
Change-263,799 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 236,728
Change-236,728 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 221,736
Change-221,736 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 207,404
Change-207,404 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 169,913
Change-169,913 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 167,188
Change-167,188 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 165,654
Change-165,654 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 164,686
Change-164,686 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 159,441
Change-159,441 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 144,191
Change-144,191 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 108,731
Change-108,731 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 99,761
Change-99,761 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 88,477
Change-88,477 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 83,067
Change-83,067 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 71,265
Change-71,265 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 68,200
Change-68,200 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 53,140
Change-53,140 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 51,569
Change-51,569 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 51,095
Change-51,095 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 50,883
Change-50,883 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 37,103
Change-37,103 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 36,926
Change-36,926 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 35,714
Change-35,714 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 29,607
Change-29,607 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,299
Change-18,299 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 16,357
Change-16,357 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 16,265
Change-16,265 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,063
Change-15,063 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,916
Change-12,916 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,624
Change-12,624 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 12,277
Change-12,277 (-100%)
Value—
Invst, LLC
N/A
Shares— from 11,525
Change-11,525 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,116
Change-11,116 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,908
Change-10,908 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,099
Change-10,099 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 9,990
Change-9,990 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 8,450
Change-8,450 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 7,942
Change-7,942 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 973
Change-973 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 481
Change-481 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
FMR LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 81
Change-81 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 43
Change-43 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
Mirae Asset Global Investments Co., Ltd.
INCREASED759,000742,964+16,036+2%$23.3M$21.6M-$1.7M2026-11-03
Carolina Wealth Advisors, LLC
INCREASED633,300579,543+53,757+9%$18.1M$18.0M-$116.0K2026-10-23
Park Avenue Securities LLC
INCREASED293,31074,473+218,837+294%$2.3M$8.3K-$2.3M2026-10-26
Bank of New York Mellon Corp
DECREASED289,852320,135-30,283-9%$10.0M$8.2M-$1.8M2026-11-05
Ritholtz Wealth Management
INCREASED198,78125,991+172,790+665%$813.5K$5.7M+$4.8M2026-11-05
Thrivent Financial for Lutherans
NEW194,787—+194,787——$5.5K—2026-11-05
Attessa Capital LLC
INCREASED133,022132,650+372+0%$4.2M$3.8M-$366.1K2026-10-09
Professional Financial Management, Inc.
INCREASED115,378111,214+4,164+4%$3.5M$3.3M-$197.3K2026-10-22
WBH Advisory Inc
INCREASED87,95435,637+52,317+147%$1.1M$2.5M+$1.4M2026-11-05
MFG Wealth Management, Inc.
INCREASED80,00278,530+1,472+2%$2.5M$2.3M-$181.1K2026-10-09
Compound Planning, Inc.
INCREASED71,28112,076+59,205+490%$378.0K$2.0M+$1.7M2026-11-05
Fermata Advisors, LLC
DECREASED67,26098,434-31,174-32%$3.1M$1.9M-$1.2M2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED61,91550,726+11,189+22%$1.6M$1.8M+$174.4K2026-10-08
IFP Advisors, Inc
INCREASED60,56855,172+5,396+10%$1.7M$1.7M-$3.1K2026-10-16
Barden Capital Management, Inc.
INCREASED44,67143,414+1,257+3%$1.4M$1.3M-$87.5K2026-10-09
Compass Financial Management LLC
DECREASED37,88450,314-12,430-25%$1.6M$1.1M-$496.6K2026-10-30
Seek First Inc.
DECREASED34,16234,831-669-2%$1.1M$972.3K-$118.0K2026-10-27
DKM Wealth Management, Inc.
NEW30,298—+30,298——$862.3K—2026-10-09
Sagespring Wealth Partners, LLC
NEW30,162—+30,162——$858.4K—2026-10-22
Granville Capital, Inc.
INCREASED27,95526,302+1,653+6%$823.2K$795.6K-$27.6K2026-11-05
Sellwood Investment Partners LLC
INCREASED24,90123,510+1,391+6%$735.9K$708.7K-$27.2K2026-11-03
Silverlake Wealth Management LLC
NEW17,497—+17,497——$498.0K—2026-10-21
Collective Family Office LLC
DECREASED16,92856,305-39,377-70%$1.8M$481.8K-$1.3M2026-10-05
Downshift Financial, LLC
DECREASED16,02223,079-7,057-31%$722.4K$456.0K-$266.4K2026-10-13
Founders Financial Securities LLC
NEW15,465—+15,465——$440.1K—2026-10-28
Ascent Group, LLC
INCREASED14,7419,121+5,620+62%$285.5K$419.5K+$134.0K2026-10-30
HUB Investment Partners, LLC
NEW14,738—+14,738——$419.4K—2026-11-03
Total Investment Management Inc
INCREASED14,61414,613+1+0%$437.5K$415.9K-$21.6K2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED13,86213,398+464+3%$419.4K$394.5K-$24.8K2026-11-04
Vise Technologies, Inc.
DECREASED13,13213,837-705-5%$433.1K$373.7K-$59.4K2026-10-29
Cambridge Investment Research Advisors, Inc.
NEW12,980—+12,980——$369—2026-11-02
Milestones Private Investment Advisors LLC
UNCHANGED12,58812,58800%$394.0K$358.3K-$35.8K2026-10-19
Premier Path Wealth Partners, LLC
NEW11,214—+11,214——$319.2K—2026-10-16
Charles Schwab Trust Co
DECREASED11,03989,892-78,853-88%$2.8M$314.2K-$2.5M2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED10,3646,772+3,592+53%$212.0K$295.0K+$83.0K2026-10-16
Antonelli Financial Advisors, LLC
DECREASED9,70827,301-17,593-64%$855.0K$276.0K-$579.0K2026-10-13
Intergy Private Wealth, LLC
NEW9,637—+9,637——$274.3K—2026-10-16
Balboa Wealth Partners
INCREASED9,6056,534+3,071+47%$204.5K$273.4K+$68.8K2026-10-20
RDA Financial Network
NEW9,571—+9,571——$272.4K—2026-10-15
Strategic Blueprint, LLC
DECREASED9,37512,677-3,302-26%$396.8K$266.8K-$130.0K2026-10-22
B. Riley Wealth Advisors, Inc.
NEW8,609—+8,609——$245.0K—2026-10-13
Triumph Capital Management
INCREASED8,3911,203+7,188+598%$37.7K$238.8K+$201.2K2026-10-14
LongView Wealth Management
NEW7,851—+7,851——$223.4K—2026-10-19
MBE Wealth Management, LLC
NEW7,588—+7,588——$216.0K—2026-10-26
Greenup Street Wealth Management LLC
INCREASED7,4916,662+829+12%$208.5K$213.2K+$4.7K2026-10-28
Strategic Advocates LLC
INCREASED5,8025,757+45+1%$180.2K$165.1K-$15.1K2026-11-03
Farther Finance Advisors, LLC
DECREASED5,5696,656-1,087-16%$208.3K$158.5K-$49.8K2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED3,8513,85100%$120.5K$109.6K-$10.9K2026-11-04
Fifth Third Bancorp
INCREASED1,443491+952+194%$15.4K$41.1K+$25.7K2026-11-05
Versant Capital Management, Inc
UNCHANGED1,1611,16100%$36.3K$33.0K-$3.3K2026-10-02
Larson Financial Group LLC
DECREASED8792,118-1,239-58%$66.3K$25.0K-$41.3K2026-11-05
Highline Wealth Partners LLC
INCREASED80746+761+1654%$1.4K$23.0K+$21.5K2026-10-19
Horizons Wealth Management
NEW777—+777——$22.1K—2026-10-05
Signature Equity Partners, LLC
INCREASED635296+339+115%$9.3K$18.1K+$8.8K2026-10-29
Creative Financial Designs Inc
DECREASED5742,701-2,127-79%$84.5K$16.3K-$68.2K2026-11-04
Private Trust Co NA
NEW484—+484——$13.8K—2026-10-20
Trust Co of Vermont
UNCHANGED35535500%$11.1K$10.1K-$1.0K2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED340161+179+111%$5.0K$9.7K+$4.6K2026-10-14
WT Wealth Management
CLOSED0103,757-103,757-100%$3.2M$0-$3.2M2026-10-13
Sigma Planning Corp
CLOSED027,271-27,271-100%$853.6K$0-$853.6K2026-10-23
Keystone Global Partners, LLC
CLOSED026,006-26,006-100%$814.0K$0-$814.0K2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED08,364-8,364-100%$256.5K$0-$256.5K2026-10-13
Commonwealth Equity Services, LLC
CLOSED08,267-8,267-100%$258.8K$0-$258.8K2026-11-02
Clark Asset Management, LLC
CLOSED06,636-6,636-100%$207.7K$0-$207.7K2026-10-19
Zenith Solutions, Inc.
CLOSED06,530-6,530-100%$204.4K$0-$204.4K2026-10-19
AdvisorNet Financial, Inc
CLOSED02,156-2,156-100%$67.5K$0-$67.5K2026-10-15
Assetmark, Inc
CLOSED018-18-100%$563$0-$5632026-10-21
Tidal Investments LLC
N/A—1,394,729-1,394,729-100%$43.4M———
Envestnet Asset Management Inc
N/A—1,385,488-1,385,488-100%$43.4M———
Sfmg, LLC
N/A—621,809-621,809-100%$19.5M———
LPL Financial LLC
N/A—601,655-601,655-100%$18.8M———
Werba Rubin Papier Wealth Management
N/A—465,471-465,471-100%$14.6M———
MML Investors Services, LLC
N/A—400,837-400,837-100%$12.5M———
Wells Fargo & Company
N/A—263,799-263,799-100%$8.3M———
Cetera Investment Advisers
N/A—236,728-236,728-100%$7.4M———
AllGen Financial Advisors, Inc.
N/A—221,736-221,736-100%$6.9M———
Summit Financial, LLC
N/A—207,404-207,404-100%$6.5M———
Beacon Bridge Wealth Partners, LLC
N/A—169,913-169,913-100%$5.3M———
Ameriprise Financial Inc
N/A—167,188-167,188-100%$5.2M———
L2 Asset Management, LLC
N/A—165,654-165,654-100%$5.2M———
Centric Wealth Management
N/A—164,686-164,686-100%$5.1M———
Morgan Stanley
N/A—159,441-159,441-100%$5.0M———
Royal Bank of Canada
N/A—144,191-144,191-100%$4.5M———
JPMorgan Chase & Co
N/A—108,731-108,731-100%$3.4M———
O'shaughnessy Asset Management, LLC
N/A—99,761-99,761-100%$3.1M———
Goldman Sachs Group Inc
N/A—88,477-88,477-100%$2.8M———
Bank of America Corp
N/A—83,067-83,067-100%$2.6M———
Susquehanna International Group, LLP
N/A—71,265-71,265-100%$2.2M———
Bank of Nova Scotia
N/A—68,200-68,200-100%$2.1M———
Raymond James Financial Inc
N/A—53,140-53,140-100%$1.7M———
Quadrature Capital Ltd
N/A—51,569-51,569-100%$1.6M———
Foundations Investment Advisors, LLC
N/A—51,095-51,095-100%$1.6M———
Mutual Advisors, LLC
N/A—50,883-50,883-100%$1.6M———
Envestnet Portfolio Solutions, Inc.
N/A—37,103-37,103-100%$1.2M———
Smart Money Group LLC
N/A—36,926-36,926-100%$1.2M———
Faithward Advisors, LLC
N/A—35,714-35,714-100%$1.1M———
Frisch Financial Group, Inc.
N/A—29,607-29,607-100%$926.7K———
Waverly Advisors, LLC
N/A—18,299-18,299-100%$572.8K———
Savant Capital, LLC
N/A—16,357-16,357-100%$493.2K———
NorthRock Partners, LLC
N/A—16,265-16,265-100%$509.1K———
Citadel Advisors LLC
N/A—15,063-15,063-100%$471.5K———
Sanctuary Advisors, LLC
N/A—12,916-12,916-100%$404.3K———
World Investment Advisors
N/A—12,624-12,624-100%$395.1K———
Talisman Wealth Advisors LLC
N/A—12,277-12,277-100%$284.0K———
Invst, LLC
N/A—11,525-11,525-100%$360.7K———
Pathstone Holdings, LLC
N/A—11,116-11,116-100%$347.9K———
Sequoia Financial Advisors, LLC
N/A—10,908-10,908-100%$341.4K———
Integrated Wealth Concepts LLC
N/A—10,099-10,099-100%$316.1K———
Hayek Kallen Investment Management
N/A—9,990-9,990-100%$313.0K———
Madden Advisory Services, Inc.
N/A—8,450-8,450-100%$264.5K———
Blalock Williams, LLC
N/A—7,942-7,942-100%$248.6K———
Osaic Holdings, Inc.
N/A—6,913-6,913-100%$216.5K———
Transamerica Financial Advisors, LLC
N/A—6,852-6,852-100%$214.5K———
GTS Securities LLC
N/A—6,797-6,797-100%$212.7K———
SouthState Bank Corp
N/A—2,990-2,990-100%$93.6K———
Qube Research & Technologies Ltd
N/A—2,319-2,319-100%$72.6K———
Dogwood Wealth Management LLC
N/A—1,920-1,920-100%$60.1K———
Atlantic Union Bankshares Corp
N/A—1,744-1,744-100%$54.6K———
Smartleaf Asset Management LLC
N/A—1,354-1,354-100%$42.8K———
Cardiff Park Advisors, LLC
N/A—1,139-1,139-100%$35.7K———
BlackRock, Inc.
N/A—973-973-100%$30.5K———
Aptus Capital Advisors, LLC
N/A—731-731-100%$22.9K———
PNC Financial Services Group, Inc.
N/A—481-481-100%$15.0K———
Institute for Wealth Management, Llc.
N/A—290-290-100%$9.1K———
Global Retirement Partners, LLC
N/A—235-235-100%$7.4K———
Continuum Advisory, LLC
N/A—178-178-100%$5.6K———
FMR LLC
N/A—100-100-100%$3.1K———
UBS Group AG
N/A—81-81-100%$2.5K———
Harbour Investments, Inc.
N/A—69-69-100%$2.2K———
IFG Advisory, LLC
N/A—54-54-100%$1.7K———
Allworth Financial LP
N/A—43-43-100%$1.3K———
Fiduciary Financial Advisors
N/A—24-24-100%$751———
Showing 132 of 132 institutions