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Victoryshares Short-Term BON (USTB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Merit Financial Group, LLC
INCREASED
Shares3,070,582 from 2,939,884
Change+130,698 (+4%)
Value$153.2M (+$4.3M)
Filed 2026-11-06
Go Invest LLC
INCREASED
Shares2,624,648 from 2,341,147
Change+283,501 (+12%)
Value$130.9M (+$12.4M)
Filed 2026-10-09
LPL Financial LLC
INCREASED
Shares2,021,973 from 1,594,959
Change+427,014 (+27%)
Value$100.9M (+$20.1M)
Filed 2026-11-06
Stonebridge Financial Group, LLC
INCREASED
Shares1,731,326 from 927,201
Change+804,125 (+87%)
Value$86.4M (+$39.4M)
Filed 2026-10-01
Pacific Center for Financial Services
NEW
Shares1,091,489
Change+1,091,489
Value$54.4M
Filed 2026-10-15
Broadway Wealth Solutions, Inc.
INCREASED
Shares612,191 from 578,799
Change+33,392 (+6%)
Value$30.5M (+$1.2M)
Filed 2026-10-21
Marquette Asset Management, LLC
INCREASED
Shares563,466 from 550,446
Change+13,020 (+2%)
Value$28.1M (+$242.1K)
Filed 2026-10-09
StoryOne LLC
INCREASED
Shares517,120 from 277,676
Change+239,444 (+86%)
Value$25.8M (+$11.7M)
Filed 2026-10-13
International City Management Association Retirement Corp
NEW
Shares457,609
Change+457,609
Value$22.8M
Filed 2026-10-26
Amplius Wealth Advisors, LLC
DECREASED
Shares435,437 from 790,733
Change-355,296 (-45%)
Value$21.7M (-$18.3M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares421,193 from 182,660
Change+238,533 (+131%)
Value$21.0M (+$11.8M)
Filed 2026-11-02
Motco
INCREASED
Shares403,541 from 379,986
Change+23,555 (+6%)
Value$20.1M (+$893.7K)
Filed 2026-11-09
Winter & Associates, Inc.
INCREASED
Shares398,865 from 355,616
Change+43,249 (+12%)
Value$19.9M (+$1.9M)
Filed 2026-10-23
ERn Financial, LLC
INCREASED
Shares372,558 from 349,663
Change+22,895 (+7%)
Value$18.6M (+$883.3K)
Filed 2026-10-28
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares345,231 from 180,560
Change+164,671 (+91%)
Value$17.2M (+$8.1M)
Filed 2026-10-15
Cornerstone Planning Group LLC
INCREASED
Shares319,504 from 302,568
Change+16,936 (+6%)
Value$15.9M (+$679.6K)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares315,669 from 242,085
Change+73,584 (+30%)
Value$15.8M (+$3.5M)
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED
Shares278,820 from 276,282
Change+2,538 (+1%)
Value$13.9M (-$77.8K)
Filed 2026-10-14
Uniting Wealth Partners, LLC
NEW
Shares238,333
Change+238,333
Value$11.9M
Filed 2026-11-06
Toth Financial Advisory Corp
INCREASED
Shares225,351 from 221,722
Change+3,629 (+2%)
Value$11.2M (+$16.9K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares207,805 from 217,002
Change-9,197 (-4%)
Value$10.4M (-$578.9K)
Filed 2026-10-13
Redw Wealth LLC
INCREASED
Shares196,806 from 157,490
Change+39,316 (+25%)
Value$9.8M (+$1.8M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares190,688 from 167,766
Change+22,922 (+14%)
Value$9.5K (-$8.5M)
Filed 2026-11-02
Avaii Wealth Management, LLC
INCREASED
Shares164,576 from 159,757
Change+4,819 (+3%)
Value$8.2M (+$135.3K)
Filed 2026-10-09
Smith Thornton Advisors LLC
INCREASED
Shares146,328 from 141,546
Change+4,782 (+3%)
Value$7.3M (+$169.2K)
Filed 2026-10-16
Trademark Financial Management, LLC
INCREASED
Shares133,985 from 131,815
Change+2,170 (+2%)
Value$6.7M (+$10.7K)
Filed 2026-10-23
Quadcap Wealth Management, LLC
INCREASED
Shares132,772 from 124,518
Change+8,254 (+7%)
Value$6.6M (+$319.6K)
Filed 2026-11-02
Darrow Company, Inc.
INCREASED
Shares130,688 from 118,115
Change+12,573 (+11%)
Value$6.5M (+$539.7K)
Filed 2026-10-22
Nations Financial Group Inc,
INCREASED
Shares127,232 from 94,788
Change+32,444 (+34%)
Value$6.3M (+$1.5M)
Filed 2026-11-05
Pine Valley Investments Ltd Liability Co
INCREASED
Shares122,864 from 119,596
Change+3,268 (+3%)
Value$6.1M (+$74.5K)
Filed 2026-11-09
Certified Advisory Corp
DECREASED
Shares121,837 from 269,658
Change-147,821 (-55%)
Value$6.1M (-$7.6M)
Filed 2026-10-29
Clarity Asset Management, Inc.
INCREASED
Shares119,184 from 117,432
Change+1,752 (+1%)
Value$5.9M (+$452)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares104,499 from 97,535
Change+6,964 (+7%)
Value$5.2M (+$275.2K)
Filed 2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares98,438 from 98,438
Change0 (0%)
Value$5.0M ($0)
Filed 2026-11-03
Thrivent Financial for Lutherans
NEW
Shares97,841
Change+97,841
Value$4.9K
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares94,491 from 84,062
Change+10,429 (+12%)
Value$4.7M (+$458.0K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares94,244 from 102,500
Change-8,256 (-8%)
Value$4.7M (-$487.6K)
Filed 2026-10-08
Allen Capital Group, LLC
INCREASED
Shares93,190 from 90,048
Change+3,142 (+3%)
Value$4.6M (+$90.1K)
Filed 2026-10-27
Bensler, LLC
DECREASED
Shares83,343 from 101,114
Change-17,771 (-18%)
Value$4.2M (-$961.2K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares74,717 from 63,142
Change+11,575 (+18%)
Value$3.7M (+$530.6K)
Filed 2026-11-05
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares66,532 from 20,581
Change+45,951 (+223%)
Value$3.3M (+$2.3M)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares55,690 from 66,235
Change-10,545 (-16%)
Value$2.8M (-$575.0K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
DECREASED
Shares53,664 from 54,969
Change-1,305 (-2%)
Value$2.7M (-$105.8K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares48,341 from 45,394
Change+2,947 (+6%)
Value$2.4M (+$113.4K)
Filed 2026-10-26
Comprehensive Wealth Management, LLC
DECREASED
Shares47,909 from 47,911
Change-2 (0%)
Value$2.4M (-$35.6K)
Filed 2026-11-02
Laurel Wealth Planning LLC
NEW
Shares46,101
Change+46,101
Value$2.3M
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares40,056 from 41,524
Change-1,468 (-4%)
Value$2.0M (-$103.9K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares39,944 from 28,879
Change+11,065 (+38%)
Value$2.0M (+$530.5K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares38,129 from 31,361
Change+6,768 (+22%)
Value$1.9M (+$314.4K)
Filed 2026-11-05
Wall Street Financial Group, Inc.
INCREASED
Shares37,491 from 28,823
Change+8,668 (+30%)
Value$1.9M (+$411.0K)
Filed 2026-11-09
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares37,482
Change+37,482
Value$1.9M
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares37,366 from 34,466
Change+2,900 (+8%)
Value$1.9M (+$119.1K)
Filed 2026-11-04
Miller Financial Services LLC
INCREASED
Shares35,321 from 29,301
Change+6,020 (+21%)
Value$1.8M (+$278.6K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares29,499 from 29,779
Change-280 (-1%)
Value$1.5M (-$36.0K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares25,198 from 18,555
Change+6,643 (+36%)
Value$1.3M (+$317.6K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares20,184 from 18,268
Change+1,916 (+10%)
Value$1.0M (+$82.0K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares19,478 from 18,394
Change+1,084 (+6%)
Value$971.6K (+$40.5K)
Filed 2026-10-23
Mainstay Capital Management LLC
DECREASED
Shares15,974 from 18,488
Change-2,514 (-14%)
Value$796.8K (-$139.1K)
Filed 2026-11-09
Swmg, LLC
INCREASED
Shares13,421 from 13,392
Change+29 (+0%)
Value$671.9K (-$3.5K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares12,501 from 5,397
Change+7,104 (+132%)
Value$623.6K (+$350.4K)
Filed 2026-10-28
M.E. Allison & Co., Inc.
INCREASED
Shares12,397 from 11,514
Change+883 (+8%)
Value$618.3K (+$35.5K)
Filed 2026-10-09
Claro Advisors Inc.
DECREASED
Shares11,860 from 15,525
Change-3,665 (-24%)
Value$591.6K (-$194.3K)
Filed 2026-11-02
Midwest Capital Advisors, LLC
DECREASED
Shares11,511 from 119,864
Change-108,353 (-90%)
Value$574.2K (-$5.5M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares8,637 from 7,734
Change+903 (+12%)
Value$430.8K (+$39.4K)
Filed 2026-11-02
Integras Partners LLC
INCREASED
Shares8,536 from 7,488
Change+1,048 (+14%)
Value$425.8K (+$46.7K)
Filed 2026-10-30
Financial Guidance Group, Inc.
UNCHANGED
Shares7,772 from 7,772
Change0 (0%)
Value$387.7K (-$5.8K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares7,146 from 7,099
Change+47 (+1%)
Value$356.4K (-$2.9K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares7,124 from 7,124
Change0 (0%)
Value$355.3K (-$5.3K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
DECREASED
Shares6,266 from 6,466
Change-200 (-3%)
Value$312.6K (-$14.8K)
Filed 2026-11-04
Silver OAK Securities, Incorporated
DECREASED
Shares6,225 from 25,947
Change-19,722 (-76%)
Value$311.8K (-$1.0M)
Filed 2026-11-09
Money Concepts Capital Corp
DECREASED
Shares5,849 from 5,998
Change-149 (-2%)
Value$291.7K (-$11.9K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares4,978
Change+4,978
Value$248.3K
Filed 2026-11-03
Private Client Services, LLC
NEW
Shares4,729
Change+4,729
Value$235.9K
Filed 2026-10-02
Kestra Investment Management, LLC
INCREASED
Shares4,723 from 4,593
Change+130 (+3%)
Value$235.6K (+$3.1K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
UNCHANGED
Shares4,285 from 4,285
Change0 (0%)
Value$213.7K (-$3.2K)
Filed 2026-11-05
Atwood & Palmer Inc
NEW
Shares2,193
Change+2,193
Value$109.4K
Filed 2026-10-08
J. R. Prunier Capital Management LLC
INCREASED
Shares824 from 817
Change+7 (+1%)
Value$41.1K (-$216)
Filed 2026-11-09
Private Trust Co NA
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$34.8K (-$516)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares570 from 435
Change+135 (+31%)
Value$28.4K (+$6.4K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
NEW
Shares457
Change+457
Value$22.8K
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$19.9K ($0)
Filed 2026-11-06
Signature Equity Partners, LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$16.8K (-$249)
Filed 2026-10-29
Blueline Advisors LLC
NEW
Shares299
Change+299
Value$14.9K
Filed 2026-10-15
Larson Financial Group LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$9.4K (-$141)
Filed 2026-11-05
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$8.3K (-$123)
Filed 2026-11-09
IFG Advisory, LLC
DECREASED
Shares141 from 205
Change-64 (-31%)
Value$7.0K (-$3.3K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares113 from 126
Change-13 (-10%)
Value$5.6K (-$742)
Filed 2026-11-09
Rossby Financial, LCC
INCREASED
Shares65 from 52
Change+13 (+25%)
Value$3.2K (+$629)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$499 (-$7)
Filed 2026-10-02
Assetmark, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$249 (-$4)
Filed 2026-10-21
RPS Advisory Solutions LLC
CLOSED
Shares0 from 11,549
Change-11,549 (-100%)
Value$0 (-$584.6K)
Filed 2026-11-09
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 4,810
Change-4,810 (-100%)
Value$0 (-$243.5K)
Filed 2026-10-07
Intrua Financial, LLC
CLOSED
Shares0 from 4,623
Change-4,623 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-28
NBH Bank
CLOSED
Shares0 from 428
Change-428 (-100%)
Value$0 (-$21.7K)
Filed 2026-11-05
Cullen T Bankers, Inc.
CLOSED
Shares0 from 367
Change-367 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-28
Blue Trust, Inc.
CLOSED
Shares0 from 262
Change-262 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-15
Victory Capital Management Inc
N/A
Shares— from 5,530,366
Change-5,530,366 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,960,883
Change-2,960,883 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,785,374
Change-1,785,374 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,740,024
Change-1,740,024 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 900,711
Change-900,711 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 699,421
Change-699,421 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 587,296
Change-587,296 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 516,643
Change-516,643 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 474,980
Change-474,980 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 464,325
Change-464,325 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 424,283
Change-424,283 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 343,042
Change-343,042 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 340,457
Change-340,457 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 270,638
Change-270,638 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 264,245
Change-264,245 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 258,893
Change-258,893 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 220,708
Change-220,708 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 218,055
Change-218,055 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 214,983
Change-214,983 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 214,309
Change-214,309 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 193,690
Change-193,690 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 182,656
Change-182,656 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 171,901
Change-171,901 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 147,246
Change-147,246 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 120,467
Change-120,467 (-100%)
Value—
UBS Group AG
N/A
Shares— from 119,371
Change-119,371 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 97,634
Change-97,634 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 85,198
Change-85,198 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 75,586
Change-75,586 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 67,190
Change-67,190 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 66,445
Change-66,445 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 64,761
Change-64,761 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 47,903
Change-47,903 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 41,897
Change-41,897 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 41,351
Change-41,351 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 39,393
Change-39,393 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 35,135
Change-35,135 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 27,780
Change-27,780 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 25,568
Change-25,568 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 24,127
Change-24,127 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 23,379
Change-23,379 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,510
Change-19,510 (-100%)
Value—
Betterment LLC
N/A
Shares— from 18,868
Change-18,868 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 18,158
Change-18,158 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,922
Change-17,922 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,941
Change-11,941 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,251
Change-11,251 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,496
Change-8,496 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 6,768
Change-6,768 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,965
Change-5,965 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
American Trust
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 94
Change-94 (-100%)
Value—
Status
Merit Financial Group, LLC
INCREASED3,070,5822,939,884+130,698+4%$148.8M$153.2M+$4.3M2026-11-06
Go Invest LLC
INCREASED2,624,6482,341,147+283,501+12%$118.5M$130.9M+$12.4M2026-10-09
LPL Financial LLC
INCREASED2,021,9731,594,959+427,014+27%$80.7M$100.9M+$20.1M2026-11-06
Stonebridge Financial Group, LLC
INCREASED1,731,326927,201+804,125+87%$46.9M$86.4M+$39.4M2026-10-01
Pacific Center for Financial Services
NEW1,091,489—+1,091,489——$54.4M—2026-10-15
Broadway Wealth Solutions, Inc.
INCREASED612,191578,799+33,392+6%$29.3M$30.5M+$1.2M2026-10-21
Marquette Asset Management, LLC
INCREASED563,466550,446+13,020+2%$27.9M$28.1M+$242.1K2026-10-09
StoryOne LLC
INCREASED517,120277,676+239,444+86%$14.1M$25.8M+$11.7M2026-10-13
International City Management Association Retirement Corp
NEW457,609—+457,609——$22.8M—2026-10-26
Amplius Wealth Advisors, LLC
DECREASED435,437790,733-355,296-45%$40.0M$21.7M-$18.3M2026-10-20
Commonwealth Equity Services, LLC
INCREASED421,193182,660+238,533+131%$9.2M$21.0M+$11.8M2026-11-02
Motco
INCREASED403,541379,986+23,555+6%$19.2M$20.1M+$893.7K2026-11-09
Winter & Associates, Inc.
INCREASED398,865355,616+43,249+12%$18.0M$19.9M+$1.9M2026-10-23
ERn Financial, LLC
INCREASED372,558349,663+22,895+7%$17.7M$18.6M+$883.3K2026-10-28
Pinnacle Wealth Management Group, Inc.
INCREASED345,231180,560+164,671+91%$9.1M$17.2M+$8.1M2026-10-15
Cornerstone Planning Group LLC
INCREASED319,504302,568+16,936+6%$15.3M$15.9M+$679.6K2026-10-16
Apella Capital, LLC
INCREASED315,669242,085+73,584+30%$12.3M$15.8M+$3.5M2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED278,820276,282+2,538+1%$14.0M$13.9M-$77.8K2026-10-14
Uniting Wealth Partners, LLC
NEW238,333—+238,333——$11.9M—2026-11-06
Toth Financial Advisory Corp
INCREASED225,351221,722+3,629+2%$11.2M$11.2M+$16.9K2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED207,805217,002-9,197-4%$10.9M$10.4M-$578.9K2026-10-13
Redw Wealth LLC
INCREASED196,806157,490+39,316+25%$8.0M$9.8M+$1.8M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED190,688167,766+22,922+14%$8.5M$9.5K-$8.5M2026-11-02
Avaii Wealth Management, LLC
INCREASED164,576159,757+4,819+3%$8.1M$8.2M+$135.3K2026-10-09
Smith Thornton Advisors LLC
INCREASED146,328141,546+4,782+3%$7.1M$7.3M+$169.2K2026-10-16
Trademark Financial Management, LLC
INCREASED133,985131,815+2,170+2%$6.7M$6.7M+$10.7K2026-10-23
Quadcap Wealth Management, LLC
INCREASED132,772124,518+8,254+7%$6.3M$6.6M+$319.6K2026-11-02
Darrow Company, Inc.
INCREASED130,688118,115+12,573+11%$6.0M$6.5M+$539.7K2026-10-22
Nations Financial Group Inc,
INCREASED127,23294,788+32,444+34%$4.8M$6.3M+$1.5M2026-11-05
Pine Valley Investments Ltd Liability Co
INCREASED122,864119,596+3,268+3%$6.1M$6.1M+$74.5K2026-11-09
Certified Advisory Corp
DECREASED121,837269,658-147,821-55%$13.7M$6.1M-$7.6M2026-10-29
Clarity Asset Management, Inc.
INCREASED119,184117,432+1,752+1%$5.9M$5.9M+$4522026-10-14
Creative Financial Designs Inc
INCREASED104,49997,535+6,964+7%$4.9M$5.2M+$275.2K2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED98,43898,43800%$5.0M$5.0M$02026-11-03
Thrivent Financial for Lutherans
NEW97,841—+97,841——$4.9K—2026-11-05
Valmark Advisers, Inc.
INCREASED94,49184,062+10,429+12%$4.3M$4.7M+$458.0K2026-11-06
Farther Finance Advisors, LLC
DECREASED94,244102,500-8,256-8%$5.2M$4.7M-$487.6K2026-10-08
Allen Capital Group, LLC
INCREASED93,19090,048+3,142+3%$4.6M$4.6M+$90.1K2026-10-27
Bensler, LLC
DECREASED83,343101,114-17,771-18%$5.1M$4.2M-$961.2K2026-11-05
Bank of New York Mellon Corp
INCREASED74,71763,142+11,575+18%$3.2M$3.7M+$530.6K2026-11-05
Fiscal Wisdom Wealth Management, LLC
INCREASED66,53220,581+45,951+223%$1.0M$3.3M+$2.3M2026-10-16
Patriot Financial Group Insurance Agency, LLC
DECREASED55,69066,235-10,545-16%$3.4M$2.8M-$575.0K2026-10-14
Samalin Investment Counsel, LLC
DECREASED53,66454,969-1,305-2%$2.8M$2.7M-$105.8K2026-10-23
Oppenheimer & Co Inc
INCREASED48,34145,394+2,947+6%$2.3M$2.4M+$113.4K2026-10-26
Comprehensive Wealth Management, LLC
DECREASED47,90947,911-20%$2.4M$2.4M-$35.6K2026-11-02
Laurel Wealth Planning LLC
NEW46,101—+46,101——$2.3M—2026-11-02
Perigon Wealth Management, LLC
DECREASED40,05641,524-1,468-4%$2.1M$2.0M-$103.9K2026-10-22
Kestra Advisory Services, LLC
INCREASED39,94428,879+11,065+38%$1.5M$2.0M+$530.5K2026-11-02
Fifth Third Bancorp
INCREASED38,12931,361+6,768+22%$1.6M$1.9M+$314.4K2026-11-05
Wall Street Financial Group, Inc.
INCREASED37,49128,823+8,668+30%$1.5M$1.9M+$411.0K2026-11-09
Marshall & Sterling Wealth Advisors Inc.
NEW37,482—+37,482——$1.9M—2026-10-28
AlphaCore Capital LLC
INCREASED37,36634,466+2,900+8%$1.7M$1.9M+$119.1K2026-11-04
Miller Financial Services LLC
INCREASED35,32129,301+6,020+21%$1.5M$1.8M+$278.6K2026-10-20
Flagship Harbor Advisors, LLC
DECREASED29,49929,779-280-1%$1.5M$1.5M-$36.0K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED25,19818,555+6,643+36%$939.3K$1.3M+$317.6K2026-11-06
Atria Investments, Inc
INCREASED20,18418,268+1,916+10%$924.7K$1.0M+$82.0K2026-10-15
Sigma Planning Corp
INCREASED19,47818,394+1,084+6%$931.1K$971.6K+$40.5K2026-10-23
Mainstay Capital Management LLC
DECREASED15,97418,488-2,514-14%$935.9K$796.8K-$139.1K2026-11-09
Swmg, LLC
INCREASED13,42113,392+29+0%$675.4K$671.9K-$3.5K2026-10-23
Choreo, LLC
INCREASED12,5015,397+7,104+132%$273.2K$623.6K+$350.4K2026-10-28
M.E. Allison & Co., Inc.
INCREASED12,39711,514+883+8%$582.8K$618.3K+$35.5K2026-10-09
Claro Advisors Inc.
DECREASED11,86015,525-3,665-24%$785.9K$591.6K-$194.3K2026-11-02
Midwest Capital Advisors, LLC
DECREASED11,511119,864-108,353-90%$6.1M$574.2K-$5.5M2026-11-04
Creative Planning
INCREASED8,6377,734+903+12%$391.5K$430.8K+$39.4K2026-11-02
Integras Partners LLC
INCREASED8,5367,488+1,048+14%$379.0K$425.8K+$46.7K2026-10-30
Financial Guidance Group, Inc.
UNCHANGED7,7727,77200%$393.4K$387.7K-$5.8K2026-10-21
Parallel Advisors, LLC
INCREASED7,1467,099+47+1%$359.4K$356.4K-$2.9K2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED7,1247,12400%$360.6K$355.3K-$5.3K2026-10-27
Daymark Wealth Partners, LLC
DECREASED6,2666,466-200-3%$327.3K$312.6K-$14.8K2026-11-04
Silver OAK Securities, Incorporated
DECREASED6,22525,947-19,722-76%$1.3M$311.8K-$1.0M2026-11-09
Money Concepts Capital Corp
DECREASED5,8495,998-149-2%$303.6K$291.7K-$11.9K2026-11-06
StoneX Group Inc.
NEW4,978—+4,978——$248.3K—2026-11-03
Private Client Services, LLC
NEW4,729—+4,729——$235.9K—2026-10-02
Kestra Investment Management, LLC
INCREASED4,7234,593+130+3%$232.5K$235.6K+$3.1K2026-11-04
Stirlingshire Investments, Inc.
UNCHANGED4,2854,28500%$216.9K$213.7K-$3.2K2026-11-05
Atwood & Palmer Inc
NEW2,193—+2,193——$109.4K—2026-10-08
J. R. Prunier Capital Management LLC
INCREASED824817+7+1%$41.3K$41.1K-$2162026-11-09
Private Trust Co NA
UNCHANGED69769700%$35.3K$34.8K-$5162026-10-20
Atlantic Edge Private Wealth Management, LLC
INCREASED570435+135+31%$22.0K$28.4K+$6.4K2026-10-20
TD Waterhouse Canada Inc.
NEW457—+457——$22.8K—2026-10-16
Allworth Financial LP
UNCHANGED39439400%$19.9K$19.9K$02026-11-06
Signature Equity Partners, LLC
UNCHANGED33733700%$17.1K$16.8K-$2492026-10-29
Blueline Advisors LLC
NEW299—+299——$14.9K—2026-10-15
Larson Financial Group LLC
UNCHANGED18918900%$9.6K$9.4K-$1412026-11-05
Caldwell Sutter Capital, Inc.
UNCHANGED16616600%$8.4K$8.3K-$1232026-11-09
IFG Advisory, LLC
DECREASED141205-64-31%$10.4K$7.0K-$3.3K2026-11-09
Harbour Investments, Inc.
DECREASED113126-13-10%$6.4K$5.6K-$7422026-11-09
Rossby Financial, LCC
INCREASED6552+13+25%$2.6K$3.2K+$6292026-11-05
Versant Capital Management, Inc
UNCHANGED101000%$506$499-$72026-10-02
Assetmark, Inc
UNCHANGED5500%$253$249-$42026-10-21
RPS Advisory Solutions LLC
CLOSED011,549-11,549-100%$584.6K$0-$584.6K2026-11-09
FIG Financial Advisory Services Inc
CLOSED04,810-4,810-100%$243.5K$0-$243.5K2026-10-07
Intrua Financial, LLC
CLOSED04,623-4,623-100%$234.0K$0-$234.0K2026-10-28
NBH Bank
CLOSED0428-428-100%$21.7K$0-$21.7K2026-11-05
Cullen T Bankers, Inc.
CLOSED0367-367-100%$18.6K$0-$18.6K2026-10-28
Blue Trust, Inc.
CLOSED0262-262-100%$13.3K$0-$13.3K2026-10-15
Victory Capital Management Inc
N/A—5,530,366-5,530,366-100%$279.9M———
Morgan Stanley
N/A—2,960,883-2,960,883-100%$149.9M———
SHP Wealth Management
N/A—1,785,374-1,785,374-100%$90.4M———
Bank of America Corp
N/A—1,740,024-1,740,024-100%$88.1M———
Wells Fargo & Company
N/A—900,711-900,711-100%$45.6M———
Raymond James Financial Inc
N/A—699,421-699,421-100%$35.4M———
Private Advisor Group, LLC
N/A—587,296-587,296-100%$29.7M———
Capital Analysts, LLC
N/A—516,643-516,643-100%$26.2M———
Waverly Advisors, LLC
N/A—474,980-474,980-100%$24.0M———
Janney Montgomery Scott LLC
N/A—464,325-464,325-100%$23.5M———
Kintra Wealth, LLC
N/A—424,283-424,283-100%$21.4M———
Stifel Financial Corp
N/A—343,042-343,042-100%$17.4M———
Focus Partners Advisor Solutions, LLC
N/A—340,457-340,457-100%$17.2M———
Royal Bank of Canada
N/A—270,638-270,638-100%$13.7M———
Northeast Planning Associates, Inc. / NH /
N/A—264,245-264,245-100%$12.2M———
Kirkwood Financial Services
N/A—258,893-258,893-100%$13.1M———
Northwestern Mutual Wealth Management Co
N/A—220,708-220,708-100%$11.2M———
Osaic Holdings, Inc.
N/A—218,055-218,055-100%$11.0M———
Steward Partners Investment Advisory, LLC
N/A—214,983-214,983-100%$10.9M———
Integrated Wealth Concepts LLC
N/A—214,309-214,309-100%$10.8M———
Summit Financial, LLC
N/A—193,690-193,690-100%$9.8M———
Adapt Wealth Advisors, LLC
N/A—182,656-182,656-100%$9.2M———
Envestnet Asset Management Inc
N/A—171,901-171,901-100%$8.7M———
MML Investors Services, LLC
N/A—147,246-147,246-100%$7.5M———
Cetera Investment Advisers
N/A—120,467-120,467-100%$6.1M———
UBS Group AG
N/A—119,371-119,371-100%$6.0M———
Equitable Holdings, Inc.
N/A—97,634-97,634-100%$4.9M———
Kingsview Wealth Management, LLC
N/A—85,198-85,198-100%$4.3M———
Tulsa Wealth Advisors, Inc
N/A—75,586-75,586-100%$3.8M———
Madison Wealth Partners, Inc
N/A—67,190-67,190-100%$3.4M———
Susquehanna International Group, LLP
N/A—66,445-66,445-100%$3.4M———
OneAscent Wealth Management LLC
N/A—64,761-64,761-100%$3.3M———
Citadel Advisors LLC
N/A—47,903-47,903-100%$2.4M———
Ameriprise Financial Inc
N/A—41,897-41,897-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—41,351-41,351-100%$2.1M———
Lakeridge Wealth Management LLC
N/A—39,393-39,393-100%$2.0M———
Elk River Wealth Management LLC
N/A—35,135-35,135-100%$1.8M———
Stratos Investment Management, LLC
N/A—27,780-27,780-100%$1.4M———
Axis Wealth Partners, LLC
N/A—25,568-25,568-100%$1.3M———
Maridea Wealth Management LLC
N/A—24,127-24,127-100%$1.2M———
Advisory Services Network, LLC
N/A—23,379-23,379-100%$1.2M———
Mariner, LLC
N/A—19,510-19,510-100%$987.6K———
Betterment LLC
N/A—18,868-18,868-100%$955.0K———
Centaurus Financial, Inc.
N/A—18,158-18,158-100%$919.0K———
Orion Porfolio Solutions, LLC
N/A—17,922-17,922-100%$907.2K———
Jane Street Group, LLC
N/A—11,941-11,941-100%$604.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—11,838-11,838-100%$599.2K———
Sanctuary Advisors, LLC
N/A—11,251-11,251-100%$569.5K———
Aptus Capital Advisors, LLC
N/A—8,496-8,496-100%$430.1K———
Flow Traders U.S. LLC
N/A—8,467-8,467-100%$429.0K———
Octavia Wealth Advisors, LLC
N/A—8,370-8,370-100%$423.7K———
OneAscent Family Office, LLC
N/A—7,509-7,509-100%$380.1K———
Planning Directions Inc
N/A—6,768-6,768-100%$342.6K———
MAI Capital Management
N/A—5,965-5,965-100%$301.9K———
BlackRock, Inc.
N/A—5,812-5,812-100%$294.2K———
Rockefeller Capital Management L.P.
N/A—5,710-5,710-100%$289.1K———
Prairieview Wealth Partners, LLC
N/A—4,905-4,905-100%$248.3K———
HRT Financial LP
N/A—4,571-4,571-100%$231.0K———
Hilltop Holdings Inc.
N/A—4,022-4,022-100%$203.6K———
American Trust
N/A—3,987-3,987-100%$201.8K———
Ameriflex Group, Inc.
N/A—800-800-100%$40.5K———
Modern Wealth Management, LLC
N/A—422-422-100%$21.4K———
AE Wealth Management LLC
N/A—391-391-100%$19.8K———
JPMorgan Chase & Co
N/A—94-94-100%$4.8K———
Showing 160 of 160 institutions