IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

T Rowe Price Ultra Short-Ter (TBUX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
ARS Wealth Advisors Group, LLC
INCREASED
Shares3,733,512 from 3,564,289
Change+169,223 (+5%)
Value$185.1M (+$7.7M)
Filed 2026-10-16
Pacific Center for Financial Services
NEW
Shares1,091,790
Change+1,091,790
Value$54.1M
Filed 2026-10-15
Peterson Wealth Advisors, LLC
NEW
Shares772,452
Change+772,452
Value$38.3M
Filed 2026-10-08
Harfst & Associates, Inc.
INCREASED
Shares584,210 from 509,707
Change+74,503 (+15%)
Value$29.0M (+$3.6M)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares477,557 from 459,368
Change+18,189 (+4%)
Value$23.7M (+$809.7K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares419,603 from 293,637
Change+125,966 (+43%)
Value$20.8M (+$6.2M)
Filed 2026-11-02
William John Sempolinski
INCREASED
Shares344,091 from 315,491
Change+28,600 (+9%)
Value$17.1M (+$1.4M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares291,523 from 178,838
Change+112,685 (+63%)
Value$14.5M (+$5.6M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares244,834 from 231,184
Change+13,650 (+6%)
Value$12.1K (-$11.5M)
Filed 2026-11-02
Professional Financial Management, Inc.
INCREASED
Shares165,750 from 102,592
Change+63,158 (+62%)
Value$8.2M (+$3.1M)
Filed 2026-10-22
Parsons Capital Management Inc
INCREASED
Shares158,609 from 51,130
Change+107,479 (+210%)
Value$7.9M (+$5.3M)
Filed 2026-10-28
Gaddis Premier Wealth Advisors LLC
NEW
Shares124,515
Change+124,515
Value$6.2M
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares106,767 from 102,384
Change+4,383 (+4%)
Value$5.3M (+$209.5K)
Filed 2026-11-02
3Edge Asset Management, LP
INCREASED
Shares98,273 from 47,127
Change+51,146 (+109%)
Value$4.9M (+$2.5M)
Filed 2026-10-30
Master's Wealth Management Inc.
NEW
Shares80,110
Change+80,110
Value$4.0M
Filed 2026-10-22
4J Wealth Management LLC
INCREASED
Shares77,962 from 64,295
Change+13,667 (+21%)
Value$3.9M (+$664.6K)
Filed 2026-11-02
CRA Financial Services, LLC
DECREASED
Shares72,623 from 72,719
Change-96 (0%)
Value$3.6M (-$19.3K)
Filed 2026-10-16
Mission Financial Group, LLC
DECREASED
Shares72,433 from 75,953
Change-3,520 (-5%)
Value$3.6M (-$189.7K)
Filed 2026-10-21
Walker Financial Services, Inc.
DECREASED
Shares72,384 from 116,637
Change-44,253 (-38%)
Value$3.6M (-$2.2M)
Filed 2026-10-26
Lawood & Co
DECREASED
Shares71,061 from 72,258
Change-1,197 (-2%)
Value$3.5M (-$73.8K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares65,563 from 59,421
Change+6,142 (+10%)
Value$3.2M (+$292.6K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares59,293 from 59,463
Change-170 (0%)
Value$2.9M (-$17.4K)
Filed 2026-10-13
Dahring | Cusmano LLC
INCREASED
Shares57,417 from 54,309
Change+3,108 (+6%)
Value$2.8M (+$143.2K)
Filed 2026-11-03
Armor Investment Advisors, LLC
INCREASED
Shares54,049 from 37,045
Change+17,004 (+46%)
Value$2.7M (+$835.5K)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares51,644 from 22,785
Change+28,859 (+127%)
Value$2.6M (+$1.4M)
Filed 2026-10-29
MidAtlantic Capital Management, Inc.
DECREASED
Shares48,016 from 53,579
Change-5,563 (-10%)
Value$2.4M (-$286.5K)
Filed 2026-11-05
Carolina Wealth Management Inc
INCREASED
Shares40,544 from 32,856
Change+7,688 (+23%)
Value$2.0M (+$374.5K)
Filed 2026-10-29
Investment Partners Asset Management, Inc.
INCREASED
Shares36,135 from 33,989
Change+2,146 (+6%)
Value$1.8M (+$99.6K)
Filed 2026-10-09
Entrewealth, LLC
DECREASED
Shares35,744 from 36,656
Change-912 (-2%)
Value$1.8M (-$54.5K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares30,897 from 29,137
Change+1,760 (+6%)
Value$1.5M (+$86.4K)
Filed 2026-11-04
Midwest Financial Group LLC
INCREASED
Shares29,485 from 18,957
Change+10,528 (+56%)
Value$1.5M (+$518.1K)
Filed 2026-10-15
Davenport & Co LLC
INCREASED
Shares26,173 from 11,024
Change+15,149 (+137%)
Value$1.3M (+$748.7K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares24,719 from 23,439
Change+1,280 (+5%)
Value$1.2M (+$58.7K)
Filed 2026-11-06
Benchmark Financial, LLC
DECREASED
Shares24,642 from 37,994
Change-13,352 (-35%)
Value$1.2M (-$669.5K)
Filed 2026-10-16
Sard Wealth Management Group, LLC
NEW
Shares23,231
Change+23,231
Value$1.2M
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares22,695 from 21,035
Change+1,660 (+8%)
Value$1.1M (+$78.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares22,531 from 19,939
Change+2,592 (+13%)
Value$1.1M (+$124.5K)
Filed 2026-10-08
Heritage Wealth Management, Inc.
INCREASED
Shares19,494 from 15,677
Change+3,817 (+24%)
Value$966.3K (+$186.1K)
Filed 2026-10-28
Lynch Investment Planning, LLC
INCREASED
Shares18,738 from 4,419
Change+14,319 (+324%)
Value$928.8K (+$708.9K)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares16,900 from 1,400
Change+15,500 (+1107%)
Value$837.7K (+$768.1K)
Filed 2026-10-27
Encompass More Asset Management
INCREASED
Shares15,805 from 8,839
Change+6,966 (+79%)
Value$783.5K (+$343.5K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares14,717 from 14,564
Change+153 (+1%)
Value$729.5K (+$4.6K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares14,560 from 16,504
Change-1,944 (-12%)
Value$721.7K (-$99.7K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
NEW
Shares13,214
Change+13,214
Value$655.0K
Filed 2026-10-21
Asset One Wealth Management LLC
INCREASED
Shares11,881 from 11,217
Change+664 (+6%)
Value$588.9K (+$29.4K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
NEW
Shares11,675
Change+11,675
Value$578.7K
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares11,540 from 13,379
Change-1,839 (-14%)
Value$573.5K (-$92.4K)
Filed 2026-10-15
Topor & Co. Korea
DECREASED
Shares11,008 from 13,531
Change-2,523 (-19%)
Value$545.7K (-$127.8K)
Filed 2026-10-22
BridgePort Financial Solutions, LLC
DECREASED
Shares10,619 from 11,549
Change-930 (-8%)
Value$526.4K (-$48.4K)
Filed 2026-11-02
Trademark Financial Management, LLC
INCREASED
Shares10,450 from 8,401
Change+2,049 (+24%)
Value$518.0K (+$99.9K)
Filed 2026-10-23
Austin Wealth Management, LLC
DECREASED
Shares8,816 from 9,627
Change-811 (-8%)
Value$438.1K (-$42.2K)
Filed 2026-11-06
Perigon Wealth Management, LLC
UNCHANGED
Shares8,155 from 8,155
Change0 (0%)
Value$404.2K (-$1.6K)
Filed 2026-10-22
Old Port Advisors
DECREASED
Shares6,750 from 7,000
Change-250 (-4%)
Value$334.6K (-$13.8K)
Filed 2026-10-23
Triumph Capital Management
DECREASED
Shares6,425 from 6,725
Change-300 (-4%)
Value$318.5K (-$16.2K)
Filed 2026-10-14
Ignite Planners, LLC
DECREASED
Shares5,887 from 7,475
Change-1,588 (-21%)
Value$282.9K (-$89.1K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
INCREASED
Shares5,585 from 5,571
Change+14 (+0%)
Value$276.9K (-$401)
Filed 2026-10-23
Family Investment Center, Inc.
INCREASED
Shares5,458 from 4,644
Change+814 (+18%)
Value$270.5K (+$39.4K)
Filed 2026-10-19
MCF Advisors LLC
DECREASED
Shares5,261 from 423,617
Change-418,356 (-99%)
Value$260.8K (-$20.8M)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares5,061 from 4,129
Change+932 (+23%)
Value$250.9K (+$45.4K)
Filed 2026-11-04
Altfest L J & Co Inc
UNCHANGED
Shares5,027 from 5,027
Change0 (0%)
Value$249.2K (-$1.0K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares4,950 from 4,637
Change+313 (+7%)
Value$245.4K (+$14.6K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares4,797 from 5,559
Change-762 (-14%)
Value$238.8K (-$37.9K)
Filed 2026-11-03
Southland Equity Partners LLC
NEW
Shares4,649
Change+4,649
Value$230.5K
Filed 2026-10-14
Sigma Planning Corp
NEW
Shares4,281
Change+4,281
Value$212.2K
Filed 2026-10-23
YHB Investment Advisors, Inc.
NEW
Shares4,208
Change+4,208
Value$208.6K
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares4,166
Change+4,166
Value$206.5K
Filed 2026-10-27
Krilogy Financial LLC
UNCHANGED
Shares4,124 from 4,124
Change0 (0%)
Value$205.0K (-$288)
Filed 2026-10-13
1620 Investment Advisors, Inc.
DECREASED
Shares2,926 from 3,009
Change-83 (-3%)
Value$145.0K (-$4.7K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares674 from 667
Change+7 (+1%)
Value$33.4K (+$218)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$19.8K (-$80)
Filed 2026-10-30
Vima LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$11.4K (-$46)
Filed 2026-10-23
Jnba Financial Advisors
INCREASED
Shares142 from 141
Change+1 (+1%)
Value$7.1K (+$46)
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$5.8K (-$24)
Filed 2026-11-05
GGM Financial LLC
NEW
Shares65
Change+65
Value$3.2K
Filed 2026-11-05
Wespac Advisors, LLC
CLOSED
Shares0 from 5,894
Change-5,894 (-100%)
Value$0 (-$293.3K)
Filed 2026-10-26
Tectonic Advisors LLC
CLOSED
Shares0 from 4,658
Change-4,658 (-100%)
Value$0 (-$231.9K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
CLOSED
Shares0 from 4,556
Change-4,556 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-13
Independent Financial Group, LLC
CLOSED
Shares0 from 4,208
Change-4,208 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-13
Raymond James Financial Inc
N/A
Shares— from 1,720,650
Change-1,720,650 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 485,703
Change-485,703 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 450,969
Change-450,969 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 287,348
Change-287,348 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 238,317
Change-238,317 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 179,524
Change-179,524 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 177,155
Change-177,155 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 164,710
Change-164,710 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 127,391
Change-127,391 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 110,063
Change-110,063 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 109,703
Change-109,703 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 102,616
Change-102,616 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 90,368
Change-90,368 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 88,530
Change-88,530 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 86,276
Change-86,276 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 77,708
Change-77,708 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 67,555
Change-67,555 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 66,733
Change-66,733 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 55,088
Change-55,088 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 49,502
Change-49,502 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 49,002
Change-49,002 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 40,321
Change-40,321 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 35,065
Change-35,065 (-100%)
Value—
Stephens Inc
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 32,436
Change-32,436 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 27,616
Change-27,616 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 26,684
Change-26,684 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 26,319
Change-26,319 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 26,234
Change-26,234 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 24,107
Change-24,107 (-100%)
Value—
&partners
N/A
Shares— from 23,885
Change-23,885 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 20,563
Change-20,563 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 16,148
Change-16,148 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,856
Change-15,856 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,489
Change-9,489 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,397
Change-9,397 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,264
Change-8,264 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 7,541
Change-7,541 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,384
Change-7,384 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,146
Change-6,146 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,142
Change-4,142 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 599
Change-599 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
FMR LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
ARS Wealth Advisors Group, LLC
INCREASED3,733,5123,564,289+169,223+5%$177.4M$185.1M+$7.7M2026-10-16
Pacific Center for Financial Services
NEW1,091,790—+1,091,790——$54.1M—2026-10-15
Peterson Wealth Advisors, LLC
NEW772,452—+772,452——$38.3M—2026-10-08
Harfst & Associates, Inc.
INCREASED584,210509,707+74,503+15%$25.4M$29.0M+$3.6M2026-10-20
Focus Financial Network, Inc.
INCREASED477,557459,368+18,189+4%$22.9M$23.7M+$809.7K2026-10-14
Commonwealth Equity Services, LLC
INCREASED419,603293,637+125,966+43%$14.6M$20.8M+$6.2M2026-11-02
William John Sempolinski
INCREASED344,091315,491+28,600+9%$15.7M$17.1M+$1.4M2026-10-20
Kestra Advisory Services, LLC
INCREASED291,523178,838+112,685+63%$8.9M$14.5M+$5.6M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED244,834231,184+13,650+6%$11.5M$12.1K-$11.5M2026-11-02
Professional Financial Management, Inc.
INCREASED165,750102,592+63,158+62%$5.1M$8.2M+$3.1M2026-10-22
Parsons Capital Management Inc
INCREASED158,60951,130+107,479+210%$2.5M$7.9M+$5.3M2026-10-28
Gaddis Premier Wealth Advisors LLC
NEW124,515—+124,515——$6.2M—2026-10-29
Sovran Advisors, LLC
INCREASED106,767102,384+4,383+4%$5.1M$5.3M+$209.5K2026-11-02
3Edge Asset Management, LP
INCREASED98,27347,127+51,146+109%$2.3M$4.9M+$2.5M2026-10-30
Master's Wealth Management Inc.
NEW80,110—+80,110——$4.0M—2026-10-22
4J Wealth Management LLC
INCREASED77,96264,295+13,667+21%$3.2M$3.9M+$664.6K2026-11-02
CRA Financial Services, LLC
DECREASED72,62372,719-960%$3.6M$3.6M-$19.3K2026-10-16
Mission Financial Group, LLC
DECREASED72,43375,953-3,520-5%$3.8M$3.6M-$189.7K2026-10-21
Walker Financial Services, Inc.
DECREASED72,384116,637-44,253-38%$5.8M$3.6M-$2.2M2026-10-26
Lawood & Co
DECREASED71,06172,258-1,197-2%$3.6M$3.5M-$73.8K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED65,56359,421+6,142+10%$3.0M$3.2M+$292.6K2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED59,29359,463-1700%$3.0M$2.9M-$17.4K2026-10-13
Dahring | Cusmano LLC
INCREASED57,41754,309+3,108+6%$2.7M$2.8M+$143.2K2026-11-03
Armor Investment Advisors, LLC
INCREASED54,04937,045+17,004+46%$1.8M$2.7M+$835.5K2026-10-27
Integrity Alliance, Llc.
INCREASED51,64422,785+28,859+127%$1.1M$2.6M+$1.4M2026-10-29
MidAtlantic Capital Management, Inc.
DECREASED48,01653,579-5,563-10%$2.7M$2.4M-$286.5K2026-11-05
Carolina Wealth Management Inc
INCREASED40,54432,856+7,688+23%$1.6M$2.0M+$374.5K2026-10-29
Investment Partners Asset Management, Inc.
INCREASED36,13533,989+2,146+6%$1.7M$1.8M+$99.6K2026-10-09
Entrewealth, LLC
DECREASED35,74436,656-912-2%$1.8M$1.8M-$54.5K2026-10-14
Prospera Financial Services Inc
INCREASED30,89729,137+1,760+6%$1.5M$1.5M+$86.4K2026-11-04
Midwest Financial Group LLC
INCREASED29,48518,957+10,528+56%$943.5K$1.5M+$518.1K2026-10-15
Davenport & Co LLC
INCREASED26,17311,024+15,149+137%$548.6K$1.3M+$748.7K2026-10-14
Level Four Advisory Services, LLC
INCREASED24,71923,439+1,280+5%$1.2M$1.2M+$58.7K2026-11-06
Benchmark Financial, LLC
DECREASED24,64237,994-13,352-35%$1.9M$1.2M-$669.5K2026-10-16
Sard Wealth Management Group, LLC
NEW23,231—+23,231——$1.2M—2026-10-16
United Advisor Group, LLC
INCREASED22,69521,035+1,660+8%$1.0M$1.1M+$78.1K2026-11-03
Farther Finance Advisors, LLC
INCREASED22,53119,939+2,592+13%$992.4K$1.1M+$124.5K2026-10-08
Heritage Wealth Management, Inc.
INCREASED19,49415,677+3,817+24%$780.2K$966.3K+$186.1K2026-10-28
Lynch Investment Planning, LLC
INCREASED18,7384,419+14,319+324%$219.9K$928.8K+$708.9K2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED16,9001,400+15,500+1107%$69.7K$837.7K+$768.1K2026-10-27
Encompass More Asset Management
INCREASED15,8058,839+6,966+79%$439.9K$783.5K+$343.5K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED14,71714,564+153+1%$724.9K$729.5K+$4.6K2026-11-06
Truist Financial Corp
DECREASED14,56016,504-1,944-12%$821.4K$721.7K-$99.7K2026-10-30
Axxcess Wealth Management, LLC
NEW13,214—+13,214——$655.0K—2026-10-21
Asset One Wealth Management LLC
INCREASED11,88111,217+664+6%$559.5K$588.9K+$29.4K2026-11-02
Flagship Harbor Advisors, LLC
NEW11,675—+11,675——$578.7K—2026-10-26
AdvisorNet Financial, Inc
DECREASED11,54013,379-1,839-14%$665.9K$573.5K-$92.4K2026-10-15
Topor & Co. Korea
DECREASED11,00813,531-2,523-19%$673.4K$545.7K-$127.8K2026-10-22
BridgePort Financial Solutions, LLC
DECREASED10,61911,549-930-8%$574.8K$526.4K-$48.4K2026-11-02
Trademark Financial Management, LLC
INCREASED10,4508,401+2,049+24%$418.1K$518.0K+$99.9K2026-10-23
Austin Wealth Management, LLC
DECREASED8,8169,627-811-8%$480.3K$438.1K-$42.2K2026-11-06
Perigon Wealth Management, LLC
UNCHANGED8,1558,15500%$405.9K$404.2K-$1.6K2026-10-22
Old Port Advisors
DECREASED6,7507,000-250-4%$348.4K$334.6K-$13.8K2026-10-23
Triumph Capital Management
DECREASED6,4256,725-300-4%$334.7K$318.5K-$16.2K2026-10-14
Ignite Planners, LLC
DECREASED5,8877,475-1,588-21%$372.0K$282.9K-$89.1K2026-10-14
L.K. Benson & Company, P.C.
INCREASED5,5855,571+14+0%$277.3K$276.9K-$4012026-10-23
Family Investment Center, Inc.
INCREASED5,4584,644+814+18%$231.1K$270.5K+$39.4K2026-10-19
MCF Advisors LLC
DECREASED5,261423,617-418,356-99%$21.1M$260.8K-$20.8M2026-10-28
Creative Financial Designs Inc
INCREASED5,0614,129+932+23%$205.5K$250.9K+$45.4K2026-11-04
Altfest L J & Co Inc
UNCHANGED5,0275,02700%$250.2K$249.2K-$1.0K2026-10-27
Financial Network Wealth Advisors LLC
INCREASED4,9504,637+313+7%$230.8K$245.4K+$14.6K2026-10-28
StoneX Group Inc.
DECREASED4,7975,559-762-14%$276.7K$238.8K-$37.9K2026-11-03
Southland Equity Partners LLC
NEW4,649—+4,649——$230.5K—2026-10-14
Sigma Planning Corp
NEW4,281—+4,281——$212.2K—2026-10-23
YHB Investment Advisors, Inc.
NEW4,208—+4,208——$208.6K—2026-10-08
Latitude Advisors, LLC
NEW4,166—+4,166——$206.5K—2026-10-27
Krilogy Financial LLC
UNCHANGED4,1244,12400%$205.3K$205.0K-$2882026-10-13
1620 Investment Advisors, Inc.
DECREASED2,9263,009-83-3%$149.8K$145.0K-$4.7K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED674667+7+1%$33.2K$33.4K+$2182026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED40040000%$19.9K$19.8K-$802026-10-30
Vima LLC
UNCHANGED23023000%$11.4K$11.4K-$462026-10-23
Jnba Financial Advisors
INCREASED142141+1+1%$7.0K$7.1K+$462026-11-03
Fifth Third Bancorp
UNCHANGED11811800%$5.9K$5.8K-$242026-11-05
GGM Financial LLC
NEW65—+65——$3.2K—2026-11-05
Wespac Advisors, LLC
CLOSED05,894-5,894-100%$293.3K$0-$293.3K2026-10-26
Tectonic Advisors LLC
CLOSED04,658-4,658-100%$231.9K$0-$231.9K2026-10-22
Lineweaver Wealth Advisors, LLC
CLOSED04,556-4,556-100%$226.7K$0-$226.7K2026-10-13
Independent Financial Group, LLC
CLOSED04,208-4,208-100%$209.4K$0-$209.4K2026-10-13
Raymond James Financial Inc
N/A—1,720,650-1,720,650-100%$85.6M———
Jones Financial Companies Lllp
N/A—485,703-485,703-100%$24.2M———
Osaic Holdings, Inc.
N/A—450,969-450,969-100%$22.4M———
Stifel Financial Corp
N/A—287,348-287,348-100%$14.3M———
Strategic Financial Concepts, LLC
N/A—238,317-238,317-100%$11.8M———
MML Investors Services, LLC
N/A—179,524-179,524-100%$8.9M———
Northwestern Mutual Wealth Management Co
N/A—177,155-177,155-100%$8.8M———
Envestnet Asset Management Inc
N/A—164,710-164,710-100%$8.2M———
LPL Financial LLC
N/A—127,391-127,391-100%$6.3M———
Citadel Advisors LLC
N/A—110,063-110,063-100%$5.5M———
Cetera Investment Advisers
N/A—109,703-109,703-100%$5.5M———
HighTower Advisors, LLC
N/A—102,616-102,616-100%$5.1M———
Janney Montgomery Scott LLC
N/A—90,368-90,368-100%$4.5M———
Fischer Investment Strategies, LLC
N/A—88,530-88,530-100%$4.4M———
JDM Financial Group LLC
N/A—86,276-86,276-100%$4.3M———
Essex Financial Services, Inc.
N/A—77,708-77,708-100%$3.9M———
Integrated Wealth Concepts LLC
N/A—67,555-67,555-100%$3.4M———
Blom & Howell Financial Planning, Inc.
N/A—66,733-66,733-100%$3.3M———
IHT Wealth Management, LLC
N/A—55,088-55,088-100%$2.7M———
Advisory Services Network, LLC
N/A—49,502-49,502-100%$2.5M———
9823 Capital, L.P.
N/A—49,002-49,002-100%$2.4M———
Ameritas Advisory Services, LLC
N/A—40,321-40,321-100%$2.0M———
Brookwood Investment Group LLC
N/A—35,065-35,065-100%$1.7M———
Stephens Inc
N/A—32,500-32,500-100%$1.6M———
Flow Traders U.S. LLC
N/A—32,436-32,436-100%$1.6M———
B & T Capital Management DBA Alpha Capital Management
N/A—31,000-31,000-100%$1.5M———
Atlas Wealth LLC
N/A—27,616-27,616-100%$1.4M———
Geneos Wealth Management Inc.
N/A—26,684-26,684-100%$1.3M———
Allworth Financial LP
N/A—26,319-26,319-100%$1.3M———
Turner Financial Group, Inc.
N/A—26,234-26,234-100%$1.3M———
Carson Advisory Inc.
N/A—24,107-24,107-100%$1.2M———
&partners
N/A—23,885-23,885-100%$1.2M———
MAI Capital Management
N/A—20,563-20,563-100%$1.0M———
Natixis Advisors, LLC
N/A—16,148-16,148-100%$803.0K———
Goldman Sachs Group Inc
N/A—15,856-15,856-100%$789.2K———
Savvy Advisors, Inc.
N/A—9,489-9,489-100%$472.3K———
Kingsview Wealth Management, LLC
N/A—9,397-9,397-100%$467.7K———
N.E.W. Advisory Services LLC
N/A—8,479-8,479-100%$422.0K———
Sanctuary Advisors, LLC
N/A—8,264-8,264-100%$411.3K———
Retirement Management Systems Inc.
N/A—7,541-7,541-100%$375.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—7,384-7,384-100%$367.0K———
World Investment Advisors
N/A—7,177-7,177-100%$357.2K———
Silver OAK Securities, Incorporated
N/A—6,512-6,512-100%$324.1K———
Kovack Advisors, Inc.
N/A—6,146-6,146-100%$306.0K———
Stratos Wealth Advisors, LLC
N/A—5,986-5,986-100%$297.9K———
IFG Advisory, LLC
N/A—5,220-5,220-100%$259.8K———
Capital Analysts, LLC
N/A—4,506-4,506-100%$224.0K———
Principal Securities, Inc.
N/A—4,289-4,289-100%$213.5K———
Price T Rowe Associates Inc
N/A—4,142-4,142-100%$207.0K———
Steward Partners Investment Advisory, LLC
N/A—2,747-2,747-100%$136.7K———
Global Retirement Partners, LLC
N/A—2,582-2,582-100%$128.5K———
Morgan Stanley
N/A—599-599-100%$29.8K———
Mark Sheptoff Financial Planning, LLC
N/A—510-510-100%$25.4K———
Leo H. Evart, Inc.
N/A—91-91-100%$4.5K———
FMR LLC
N/A—5-5-100%$249———
Wells Fargo & Company
N/A—1-1-100%$47———
Showing 134 of 134 institutions