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Schwab 1-5 YR Corp BND ETF (SCHJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hartline Investment Corp/
DECREASED
Shares731,959 from 741,444
Change-9,485 (-1%)
Value$17.6M (-$643.8K)
Filed 2026-10-29
Bria Capital Group, LLC
DECREASED
Shares568,355 from 720,629
Change-152,274 (-21%)
Value$13.7M (-$4.1M)
Filed 2026-10-22
Columbus Macro, LLC
INCREASED
Shares430,664 from 418,460
Change+12,204 (+3%)
Value$10.4M (+$59.8K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares353,343 from 346,191
Change+7,152 (+2%)
Value$8.5M (-$21.5K)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares322,082 from 301,188
Change+20,894 (+7%)
Value$7.8M (+$334.9K)
Filed 2026-11-05
Compass Financial Group, Inc
INCREASED
Shares276,121 from 244,346
Change+31,775 (+13%)
Value$6.7M (+$628.9K)
Filed 2026-10-13
FF Advisors,LLC
INCREASED
Shares266,077 from 264,253
Change+1,824 (+1%)
Value$6.4M (-$104.0K)
Filed 2026-10-21
Modera Wealth Management, LLC
DECREASED
Shares163,672 from 165,267
Change-1,595 (-1%)
Value$3.9M (-$131.0K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares162,181 from 154,856
Change+7,325 (+5%)
Value$3.9M (+$111.6K)
Filed 2026-10-13
White & Co Financial Planning Inc
INCREASED
Shares161,288 from 141,293
Change+19,995 (+14%)
Value$4.0M (+$503.6K)
Filed 2026-10-16
Yanni & Associates Investment Advisors, LLC
INCREASED
Shares146,674 from 145,694
Change+980 (+1%)
Value$3.5M (-$58.0K)
Filed 2026-10-14
Kestra Advisory Services, LLC
DECREASED
Shares146,365 from 156,918
Change-10,553 (-7%)
Value$3.5M (-$342.2K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares142,666 from 84,322
Change+58,344 (+69%)
Value$3.4M (+$1.4M)
Filed 2026-11-02
MFG Wealth Management, Inc.
DECREASED
Shares123,656 from 124,377
Change-721 (-1%)
Value$3.0M (-$87.0K)
Filed 2026-10-09
Essex LLC
INCREASED
Shares86,099 from 69,134
Change+16,965 (+25%)
Value$2.1M (+$370.1K)
Filed 2026-10-14
Layline Advisors, LLC
DECREASED
Shares85,589 from 89,830
Change-4,241 (-5%)
Value$2.1M (-$152.5K)
Filed 2026-11-02
Sightline Wealth Advisors, LLC
DECREASED
Shares82,013 from 416,772
Change-334,759 (-80%)
Value$2.0M (-$8.3M)
Filed 2026-10-21
Rosenberg Matthew Hamilton
DECREASED
Shares77,727 from 78,990
Change-1,263 (-2%)
Value$1.9M (-$74.7K)
Filed 2026-10-05
Moneywise, Inc.
DECREASED
Shares76,274 from 82,313
Change-6,039 (-7%)
Value$1.8M (-$191.6K)
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares74,036 from 78,377
Change-4,341 (-6%)
Value$1.8M (-$148.5K)
Filed 2026-11-05
Altiora Financial Group, LLC
UNCHANGED
Shares69,420 from 69,420
Change0 (0%)
Value$1.7M (-$38.9K)
Filed 2026-11-04
First Financial Group Corp
DECREASED
Shares66,890 from 70,070
Change-3,180 (-5%)
Value$1.6M (-$115.9K)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares58,445 from 1,005
Change+57,440 (+5715%)
Value$1.4M (+$1.4M)
Filed 2026-10-15
Monetary Solutions, Ltd
DECREASED
Shares47,434 from 51,630
Change-4,196 (-8%)
Value$1.1M (-$130.0K)
Filed 2026-10-22
Cannon Financial Strategists, Inc.
DECREASED
Shares47,030 from 47,552
Change-522 (-1%)
Value$1.1M (-$39.2K)
Filed 2026-10-19
Gilpin Wealth Management, LLC
INCREASED
Shares43,250 from 41,925
Change+1,325 (+3%)
Value$1.0M (+$8.5K)
Filed 2026-10-09
Calamos Advisors LLC
UNCHANGED
Shares38,140 from 38,140
Change0 (0%)
Value$919.2K (-$21.4K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares37,821 from 36,619
Change+1,202 (+3%)
Value$911.5K (+$8.5K)
Filed 2026-11-05
Villere ST Denis J & Co LLC
INCREASED
Shares35,450 from 33,711
Change+1,739 (+5%)
Value$854.3K (+$23.0K)
Filed 2026-11-04
Seek First Inc.
INCREASED
Shares34,500 from 34,109
Change+391 (+1%)
Value$831.4K (-$9.7K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares31,386 from 31,769
Change-383 (-1%)
Value$756.4K (-$27.0K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares23,079
Change+23,079
Value$556.2K
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares22,391 from 4,436
Change+17,955 (+405%)
Value$539.6K (+$430.2K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,847 from 23,574
Change-1,727 (-7%)
Value$527 (-$580.5K)
Filed 2026-11-02
Fortis Group Advisors, LLC
INCREASED
Shares20,792 from 19,650
Change+1,142 (+6%)
Value$505.2K (+$20.7K)
Filed 2026-11-06
Lederer & Associates Investment Counsel
DECREASED
Shares19,474 from 19,604
Change-130 (-1%)
Value$469 (-$14)
Filed 2026-10-23
Steele Capital Management, Inc.
INCREASED
Shares19,414 from 19,214
Change+200 (+1%)
Value$467.9K (-$5.9K)
Filed 2026-11-02
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares19,226 from 18,203
Change+1,023 (+6%)
Value$463.3K (+$14.4K)
Filed 2026-10-22
Charles Schwab Trust Co
INCREASED
Shares19,049 from 18,804
Change+245 (+1%)
Value$459.1K (-$4.6K)
Filed 2026-10-15
Team Financial Group, LLC
INCREASED
Shares17,023 from 12,806
Change+4,217 (+33%)
Value$410.3K (+$94.5K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares15,530 from 15,669
Change-139 (-1%)
Value$374.3K (-$12.1K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares14,032 from 9,165
Change+4,867 (+53%)
Value$338.2K (+$112.1K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
DECREASED
Shares13,986 from 13,995
Change-9 (0%)
Value$337.1K (-$8.1K)
Filed 2026-10-16
Lodestone Wealth Management LLC
UNCHANGED
Shares13,870 from 13,870
Change0 (0%)
Value$334.3K (-$7.8K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
DECREASED
Shares13,460 from 17,380
Change-3,920 (-23%)
Value$324.4K (-$104.2K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares12,970 from 22,675
Change-9,705 (-43%)
Value$312.6K (-$246.6K)
Filed 2026-11-04
Bennett Selby Investments LP
DECREASED
Shares12,624 from 15,618
Change-2,994 (-19%)
Value$304.2K (-$80.9K)
Filed 2026-10-19
Plan A Wealth LLC
NEW
Shares10,996
Change+10,996
Value$265.0K
Filed 2026-10-08
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares9,968 from 9,968
Change0 (0%)
Value$240.2K (-$5.6K)
Filed 2026-11-02
D.B. Root & Company, LLC
DECREASED
Shares9,627 from 12,255
Change-2,628 (-21%)
Value$232.0K (-$70.2K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares9,265 from 9,321
Change-56 (-1%)
Value$223.3K (-$6.6K)
Filed 2026-10-26
RCS Financial Planning, LLC
DECREASED
Shares9,120 from 20,083
Change-10,963 (-55%)
Value$219.8K (-$275.5K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares9,000 from 7,000
Change+2,000 (+29%)
Value$216.9K (+$44.3K)
Filed 2026-11-05
Kwmg, LLC
UNCHANGED
Shares8,693 from 8,693
Change0 (0%)
Value$209.5K (-$4.9K)
Filed 2026-10-07
Worth Asset Management, LLC
UNCHANGED
Shares8,395 from 8,395
Change0 (0%)
Value$202.3K (-$4.7K)
Filed 2026-10-07
Crescent Sterling, Ltd.
NEW
Shares8,394
Change+8,394
Value$202.3K
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$162.7K (-$3.8K)
Filed 2026-10-23
Global Trust Asset Management, LLC
DECREASED
Shares6,500 from 8,500
Change-2,000 (-24%)
Value$156.7K (-$53.0K)
Filed 2026-10-19
Parallel Advisors, LLC
UNCHANGED
Shares5,998 from 5,998
Change0 (0%)
Value$144.6K (-$3.4K)
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$62.7K (-$1.5K)
Filed 2026-11-04
Compass Financial Management LLC
INCREASED
Shares2,042 from 229
Change+1,813 (+792%)
Value$49.2K (+$43.6K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$37.9K (-$881)
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$37.9K (-$881)
Filed 2026-10-08
Hamilton Point Investment Advisors, LLC
INCREASED
Shares1,395 from 1,380
Change+15 (+1%)
Value$33.6K (-$411)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares1,046
Change+1,046
Value$25.2K
Filed 2026-10-09
Heritage Family Offices, LLP
NEW
Shares734
Change+734
Value$17.7K
Filed 2026-11-02
US Bancorp \de\
NEW
Shares718
Change+718
Value$17.3K
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$17.1K (-$398)
Filed 2026-10-21
Blueline Advisors LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7.2K (-$168)
Filed 2026-10-15
Phillips Financial Management, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$4.6K (-$106)
Filed 2026-10-19
MB, Levis & Associates, LLC
NEW
Shares143
Change+143
Value$3.4K
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$1.5K (-$35)
Filed 2026-10-21
Wagner Wealth Management, LLC
NEW
Shares21
Change+21
Value$506
Filed 2026-10-21
VAN Strum & Towne Inc.
CLOSED
Shares0 from 218,661
Change-218,661 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-06
Park Avenue Securities LLC
CLOSED
Shares0 from 95,218
Change-95,218 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-26
Thrivent Financial for Lutherans
CLOSED
Shares0 from 67,476
Change-67,476 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-05
WBH Advisory Inc
CLOSED
Shares0 from 17,411
Change-17,411 (-100%)
Value$0 (-$429.4K)
Filed 2026-11-05
FDx Advisors, Inc.
CLOSED
Shares0 from 13,010
Change-13,010 (-100%)
Value$0 (-$321.0K)
Filed 2026-11-05
Focus Financial Network, Inc.
CLOSED
Shares0 from 11,472
Change-11,472 (-100%)
Value$0 (-$282.9K)
Filed 2026-10-14
Abacus Wealth Partners, LLC
CLOSED
Shares0 from 8,157
Change-8,157 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-03
Larson Financial Group LLC
CLOSED
Shares0 from 1,622
Change-1,622 (-100%)
Value$0 (-$40.0K)
Filed 2026-11-05
Fairscale Capital, LLC
CLOSED
Shares0 from 1,449
Change-1,449 (-100%)
Value$0 (-$35.7K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,074
Change-1,074 (-100%)
Value$0 (-$26.5K)
Filed 2026-11-06
Breakwater Investment Management
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-15
Signature Equity Partners, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$444)
Filed 2026-10-29
Envestnet Asset Management Inc
N/A
Shares— from 1,557,816
Change-1,557,816 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 746,160
Change-746,160 (-100%)
Value—
Allstate Corp
N/A
Shares— from 721,760
Change-721,760 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 456,337
Change-456,337 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 417,474
Change-417,474 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 412,877
Change-412,877 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 321,351
Change-321,351 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 305,331
Change-305,331 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 272,850
Change-272,850 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 205,206
Change-205,206 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 186,597
Change-186,597 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 186,053
Change-186,053 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 167,948
Change-167,948 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 162,493
Change-162,493 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 123,402
Change-123,402 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 113,223
Change-113,223 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 111,130
Change-111,130 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 83,507
Change-83,507 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 79,747
Change-79,747 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 68,658
Change-68,658 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 59,930
Change-59,930 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 56,710
Change-56,710 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 51,397
Change-51,397 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 41,048
Change-41,048 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 35,453
Change-35,453 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 34,740
Change-34,740 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 34,477
Change-34,477 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 34,466
Change-34,466 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,743
Change-26,743 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 26,246
Change-26,246 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,538
Change-24,538 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,036
Change-24,036 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 23,676
Change-23,676 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 22,462
Change-22,462 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,663
Change-21,663 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 21,529
Change-21,529 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,494
Change-21,494 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 20,993
Change-20,993 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,002
Change-19,002 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16,438
Change-16,438 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 15,190
Change-15,190 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,481
Change-14,481 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 13,695
Change-13,695 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,583
Change-13,583 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 13,075
Change-13,075 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 12,515
Change-12,515 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 11,981
Change-11,981 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,505
Change-11,505 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 11,220
Change-11,220 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,776
Change-10,776 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 9,472
Change-9,472 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 9,343
Change-9,343 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 9,240
Change-9,240 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,882
Change-8,882 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 925
Change-925 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 382
Change-382 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 274
Change-274 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 232
Change-232 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Hartline Investment Corp/
DECREASED731,959741,444-9,485-1%$18.3M$17.6M-$643.8K2026-10-29
Bria Capital Group, LLC
DECREASED568,355720,629-152,274-21%$17.8M$13.7M-$4.1M2026-10-22
Columbus Macro, LLC
INCREASED430,664418,460+12,204+3%$10.3M$10.4M+$59.8K2026-10-14
Cape Investment Advisory, Inc.
INCREASED353,343346,191+7,152+2%$8.5M$8.5M-$21.5K2026-10-13
Meridian Wealth Management, LLC
INCREASED322,082301,188+20,894+7%$7.4M$7.8M+$334.9K2026-11-05
Compass Financial Group, Inc
INCREASED276,121244,346+31,775+13%$6.0M$6.7M+$628.9K2026-10-13
FF Advisors,LLC
INCREASED266,077264,253+1,824+1%$6.5M$6.4M-$104.0K2026-10-21
Modera Wealth Management, LLC
DECREASED163,672165,267-1,595-1%$4.1M$3.9M-$131.0K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED162,181154,856+7,325+5%$3.8M$3.9M+$111.6K2026-10-13
White & Co Financial Planning Inc
INCREASED161,288141,293+19,995+14%$3.5M$4.0M+$503.6K2026-10-16
Yanni & Associates Investment Advisors, LLC
INCREASED146,674145,694+980+1%$3.6M$3.5M-$58.0K2026-10-14
Kestra Advisory Services, LLC
DECREASED146,365156,918-10,553-7%$3.9M$3.5M-$342.2K2026-11-02
Creative Planning
INCREASED142,66684,322+58,344+69%$2.1M$3.4M+$1.4M2026-11-02
MFG Wealth Management, Inc.
DECREASED123,656124,377-721-1%$3.1M$3.0M-$87.0K2026-10-09
Essex LLC
INCREASED86,09969,134+16,965+25%$1.7M$2.1M+$370.1K2026-10-14
Layline Advisors, LLC
DECREASED85,58989,830-4,241-5%$2.2M$2.1M-$152.5K2026-11-02
Sightline Wealth Advisors, LLC
DECREASED82,013416,772-334,759-80%$10.3M$2.0M-$8.3M2026-10-21
Rosenberg Matthew Hamilton
DECREASED77,72778,990-1,263-2%$1.9M$1.9M-$74.7K2026-10-05
Moneywise, Inc.
DECREASED76,27482,313-6,039-7%$2.0M$1.8M-$191.6K2026-10-30
Rossby Financial, LCC
DECREASED74,03678,377-4,341-6%$1.9M$1.8M-$148.5K2026-11-05
Altiora Financial Group, LLC
UNCHANGED69,42069,42000%$1.7M$1.7M-$38.9K2026-11-04
First Financial Group Corp
DECREASED66,89070,070-3,180-5%$1.7M$1.6M-$115.9K2026-10-22
Blue Trust, Inc.
INCREASED58,4451,005+57,440+5715%$24.8K$1.4M+$1.4M2026-10-15
Monetary Solutions, Ltd
DECREASED47,43451,630-4,196-8%$1.3M$1.1M-$130.0K2026-10-22
Cannon Financial Strategists, Inc.
DECREASED47,03047,552-522-1%$1.2M$1.1M-$39.2K2026-10-19
Gilpin Wealth Management, LLC
INCREASED43,25041,925+1,325+3%$1.0M$1.0M+$8.5K2026-10-09
Calamos Advisors LLC
UNCHANGED38,14038,14000%$940.5K$919.2K-$21.4K2026-11-02
Compound Planning, Inc.
INCREASED37,82136,619+1,202+3%$903.0K$911.5K+$8.5K2026-11-05
Villere ST Denis J & Co LLC
INCREASED35,45033,711+1,739+5%$831.3K$854.3K+$23.0K2026-11-04
Seek First Inc.
INCREASED34,50034,109+391+1%$841.1K$831.4K-$9.7K2026-10-27
Farther Finance Advisors, LLC
DECREASED31,38631,769-383-1%$783.4K$756.4K-$27.0K2026-10-08
Ascentis Independent Advisors
NEW23,079—+23,079——$556.2K—2026-11-03
IFP Advisors, Inc
INCREASED22,3914,436+17,955+405%$109.4K$539.6K+$430.2K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED21,84723,574-1,727-7%$581.0K$527-$580.5K2026-11-02
Fortis Group Advisors, LLC
INCREASED20,79219,650+1,142+6%$484.6K$505.2K+$20.7K2026-11-06
Lederer & Associates Investment Counsel
DECREASED19,47419,604-130-1%$483$469-$142026-10-23
Steele Capital Management, Inc.
INCREASED19,41419,214+200+1%$473.8K$467.9K-$5.9K2026-11-02
Christensen, King & Associates Investment Services, Inc.
INCREASED19,22618,203+1,023+6%$448.9K$463.3K+$14.4K2026-10-22
Charles Schwab Trust Co
INCREASED19,04918,804+245+1%$463.7K$459.1K-$4.6K2026-10-15
Team Financial Group, LLC
INCREASED17,02312,806+4,217+33%$315.8K$410.3K+$94.5K2026-10-30
Commonwealth Equity Services, LLC
DECREASED15,53015,669-139-1%$386.4K$374.3K-$12.1K2026-11-02
Brookstone Capital Management
INCREASED14,0329,165+4,867+53%$226.0K$338.2K+$112.1K2026-10-22
Concurrent Investment Advisors, LLC
DECREASED13,98613,995-90%$345.1K$337.1K-$8.1K2026-10-16
Lodestone Wealth Management LLC
UNCHANGED13,87013,87000%$342.0K$334.3K-$7.8K2026-10-14
Client 1ST Advisory Group, LLC
DECREASED13,46017,380-3,920-23%$428.6K$324.4K-$104.2K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED12,97022,675-9,705-43%$559.2K$312.6K-$246.6K2026-11-04
Bennett Selby Investments LP
DECREASED12,62415,618-2,994-19%$385.1K$304.2K-$80.9K2026-10-19
Plan A Wealth LLC
NEW10,996—+10,996——$265.0K—2026-10-08
Valtinson Bruner Financial Planning LLC
UNCHANGED9,9689,96800%$245.8K$240.2K-$5.6K2026-11-02
D.B. Root & Company, LLC
DECREASED9,62712,255-2,628-21%$302.2K$232.0K-$70.2K2026-11-04
Oppenheimer & Co Inc
DECREASED9,2659,321-56-1%$229.9K$223.3K-$6.6K2026-10-26
RCS Financial Planning, LLC
DECREASED9,12020,083-10,963-55%$495.2K$219.8K-$275.5K2026-10-14
Fifth Third Bancorp
INCREASED9,0007,000+2,000+29%$172.6K$216.9K+$44.3K2026-11-05
Kwmg, LLC
UNCHANGED8,6938,69300%$214.4K$209.5K-$4.9K2026-10-07
Worth Asset Management, LLC
UNCHANGED8,3958,39500%$207.0K$202.3K-$4.7K2026-10-07
Crescent Sterling, Ltd.
NEW8,394—+8,394——$202.3K—2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED6,7506,75000%$166.5K$162.7K-$3.8K2026-10-23
Global Trust Asset Management, LLC
DECREASED6,5008,500-2,000-24%$209.6K$156.7K-$53.0K2026-10-19
Parallel Advisors, LLC
UNCHANGED5,9985,99800%$147.9K$144.6K-$3.4K2026-11-03
Creative Financial Designs Inc
UNCHANGED2,6002,60000%$64.1K$62.7K-$1.5K2026-11-04
Compass Financial Management LLC
INCREASED2,042229+1,813+792%$5.6K$49.2K+$43.6K2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED1,5741,57400%$38.8K$37.9K-$8812026-10-27
CoreCap Advisors, LLC
UNCHANGED1,5741,57400%$38.8K$37.9K-$8812026-10-08
Hamilton Point Investment Advisors, LLC
INCREASED1,3951,380+15+1%$34.0K$33.6K-$4112026-11-03
GK Wealth Management LLC
NEW1,046—+1,046——$25.2K—2026-10-09
Heritage Family Offices, LLP
NEW734—+734——$17.7K—2026-11-02
US Bancorp \de\
NEW718—+718——$17.3K—2026-11-05
Piscataqua Savings Bank
UNCHANGED71171100%$17.5K$17.1K-$3982026-10-21
Blueline Advisors LLC
UNCHANGED30030000%$7.4K$7.2K-$1682026-10-15
Phillips Financial Management, LLC
UNCHANGED18918900%$4.7K$4.6K-$1062026-10-19
MB, Levis & Associates, LLC
NEW143—+143——$3.4K—2026-10-16
Assetmark, Inc
UNCHANGED626200%$1.5K$1.5K-$352026-10-21
Wagner Wealth Management, LLC
NEW21—+21——$506—2026-10-21
VAN Strum & Towne Inc.
CLOSED0218,661-218,661-100%$5.4M$0-$5.4M2026-11-06
Park Avenue Securities LLC
CLOSED095,218-95,218-100%$2.3M$0-$2.3M2026-10-26
Thrivent Financial for Lutherans
CLOSED067,476-67,476-100%$1.7M$0-$1.7M2026-11-05
WBH Advisory Inc
CLOSED017,411-17,411-100%$429.4K$0-$429.4K2026-11-05
FDx Advisors, Inc.
CLOSED013,010-13,010-100%$321.0K$0-$321.0K2026-11-05
Focus Financial Network, Inc.
CLOSED011,472-11,472-100%$282.9K$0-$282.9K2026-10-14
Abacus Wealth Partners, LLC
CLOSED08,157-8,157-100%$201.1K$0-$201.1K2026-11-03
Larson Financial Group LLC
CLOSED01,622-1,622-100%$40.0K$0-$40.0K2026-11-05
Fairscale Capital, LLC
CLOSED01,449-1,449-100%$35.7K$0-$35.7K2026-11-04
PNC Financial Services Group, Inc.
CLOSED01,074-1,074-100%$26.5K$0-$26.5K2026-11-06
Breakwater Investment Management
CLOSED0406-406-100%$10.0K$0-$10.0K2026-10-20
LifeSteps Financial, Inc.
CLOSED0200-200-100%$4.9K$0-$4.9K2026-10-15
Signature Equity Partners, LLC
CLOSED018-18-100%$444$0-$4442026-10-29
Envestnet Asset Management Inc
N/A—1,557,816-1,557,816-100%$38.4M———
Hamrick Investment Counsel, llc
N/A—746,160-746,160-100%$18.4M———
Allstate Corp
N/A—721,760-721,760-100%$17.8M———
Cetera Investment Advisers
N/A—456,337-456,337-100%$11.3M———
White Wing Wealth Management
N/A—417,474-417,474-100%$10.3M———
LPL Financial LLC
N/A—412,877-412,877-100%$10.2M———
SlateStone Wealth, LLC
N/A—321,351-321,351-100%$7.9M———
Bank of America Corp
N/A—305,331-305,331-100%$7.5M———
MML Investors Services, LLC
N/A—272,850-272,850-100%$6.7M———
Waverly Advisors, LLC
N/A—205,206-205,206-100%$5.1M———
HighTower Advisors, LLC
N/A—186,597-186,597-100%$4.6M———
Wells Fargo & Company
N/A—186,053-186,053-100%$4.6M———
JPMorgan Chase & Co
N/A—167,948-167,948-100%$4.1M———
Goldman Sachs Group Inc
N/A—162,493-162,493-100%$4.0M———
Summit Financial, LLC
N/A—123,402-123,402-100%$3.0M———
Mercer Global Advisors Inc
N/A—113,223-113,223-100%$2.8M———
Sanctuary Advisors, LLC
N/A—111,130-111,130-100%$2.7M———
Foundations Investment Advisors, LLC
N/A—83,507-83,507-100%$2.1M———
Brand Asset Management Group, Inc.
N/A—79,747-79,747-100%$2.0M———
Mariner, LLC
N/A—68,658-68,658-100%$1.7M———
Valmark Advisers, Inc.
N/A—59,930-59,930-100%$1.5M———
Mutual Advisors, LLC
N/A—56,710-56,710-100%$1.4M———
Ameriprise Financial Inc
N/A—51,397-51,397-100%$1.3M———
IMA Advisory Services, Inc.
N/A—41,048-41,048-100%$1.0M———
Cahill Financial Advisors Inc
N/A—35,453-35,453-100%$874.3K———
Napier Financial, LLC
N/A—34,740-34,740-100%$856.7K———
Clearwater Capital Advisors, LLC
N/A—34,477-34,477-100%$850.2K———
Cerity Partners LLC
N/A—34,466-34,466-100%$849.9K———
Jane Street Group, LLC
N/A—26,743-26,743-100%$659.5K———
Sequoia Financial Advisors, LLC
N/A—26,246-26,246-100%$647.2K———
Osaic Holdings, Inc.
N/A—24,538-24,538-100%$605.1K———
United Capital Financial Advisors, LLC
N/A—24,036-24,036-100%$592.5K———
Roundview Capital LLC
N/A—23,676-23,676-100%$583.9K———
Raymond James Financial Inc
N/A—22,462-22,462-100%$553.9K———
Royal Bank of Canada
N/A—21,663-21,663-100%$535.0K———
Morgan Stanley
N/A—21,529-21,529-100%$530.9K———
Envestnet Portfolio Solutions, Inc.
N/A—21,494-21,494-100%$530.0K———
Focus Partners Advisor Solutions, LLC
N/A—20,993-20,993-100%$517.7K———
Integrated Wealth Concepts LLC
N/A—19,002-19,002-100%$468.6K———
Rockefeller Capital Management L.P.
N/A—16,438-16,438-100%$405.4K———
Captrust Financial Advisors
N/A—15,190-15,190-100%$374.6K———
Savvy Advisors, Inc.
N/A—14,481-14,481-100%$357.1K———
NorthRock Partners, LLC
N/A—13,695-13,695-100%$337.7K———
Susquehanna International Group, LLP
N/A—13,583-13,583-100%$335.0K———
Cary Street Partners Financial LLC
N/A—13,075-13,075-100%$322.4K———
SouthState Bank Corp
N/A—12,515-12,515-100%$308.6K———
Mayflower Financial Advisors, LLC
N/A—11,981-11,981-100%$295.5K———
World Investment Advisors
N/A—11,505-11,505-100%$283.8K———
Peapack Gladstone Financial Corp
N/A—11,220-11,220-100%$277.0K———
Beacon Pointe Advisors, LLC
N/A—10,776-10,776-100%$265.7K———
Amara Financial, Llc.
N/A—9,472-9,472-100%$233.6K———
Northstar Advisory Group, LLC
N/A—9,343-9,343-100%$230.4K———
Burling Wealth Partners, LLC
N/A—9,240-9,240-100%$227.9K———
Kovack Advisors, Inc.
N/A—8,882-8,882-100%$218.1K———
FMR LLC
N/A—6,470-6,470-100%$159.6K———
Institute for Wealth Management, Llc.
N/A—6,280-6,280-100%$154.9K———
Harbour Investments, Inc.
N/A—5,058-5,058-100%$124.7K———
Aptus Capital Advisors, LLC
N/A—4,599-4,599-100%$113.4K———
Northwestern Mutual Wealth Management Co
N/A—3,051-3,051-100%$75.2K———
Howe & Rusling Inc
N/A—2,686-2,686-100%$66.2K———
Ancora Advisors LLCA
N/A—2,602-2,602-100%$64.2K———
Transamerica Financial Advisors, LLC
N/A—2,027-2,027-100%$50.0K———
VSM Wealth Advisory, LLC
N/A—1,964-1,964-100%$48.4K———
Strategic Wealth Partners, Ltd.
N/A—1,456-1,456-100%$35.9K———
Fiduciary Financial Advisors
N/A—1,400-1,400-100%$34.5K———
Geneos Wealth Management Inc.
N/A—1,000-1,000-100%$24.7K———
MidFirst Bank
N/A—925-925-100%$22.8K———
Nalls Sherbakoff Group, LLC
N/A—832-832-100%$20.5K———
IFG Advisory, LLC
N/A—824-824-100%$20.3K———
Global Retirement Partners, LLC
N/A—417-417-100%$10.3K———
AE Wealth Management LLC
N/A—400-400-100%$9.9K———
Anchor Investment Management, LLC
N/A—384-384-100%$9.5K———
Silicon Valley Capital Partners
N/A—382-382-100%$9.4K———
BlackRock, Inc.
N/A—274-274-100%$6.8K———
Franklin Resources Inc
N/A—232-232-100%$5.7K———
O'shaughnessy Asset Management, LLC
N/A—6-6-100%$148———
Allworth Financial LP
N/A—2-2-100%$54———
Showing 163 of 163 institutions