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Oakmark US Large Cap ETF (OAKM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,489,268 from 2,130,645
Change+358,623 (+17%)
Value$73.1M (+$13.1M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares993,111 from 935,881
Change+57,230 (+6%)
Value$29.7M (+$2.4M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares821,010 from 795,881
Change+25,129 (+3%)
Value$24.1M (+$1.7M)
Filed 2026-11-02
A&I Financial Services, LLC
INCREASED
Shares599,665 from 598,911
Change+754 (+0%)
Value$17.6M (+$734.8K)
Filed 2026-10-15
Beam Wealth Advisors, Inc.
INCREASED
Shares383,980 from 382,037
Change+1,943 (+1%)
Value$11.3M (+$511.7K)
Filed 2026-11-03
Cheviot Value Management, LLC
INCREASED
Shares376,917 from 192,975
Change+183,942 (+95%)
Value$11.1M (+$5.6M)
Filed 2026-11-09
Appalachian Capital Management Ltd
INCREASED
Shares307,001 from 304,967
Change+2,034 (+1%)
Value$9.0M (+$422.6K)
Filed 2026-10-14
NavPoint Financial, Inc.
INCREASED
Shares305,619 from 289,289
Change+16,330 (+6%)
Value$9.0M (+$823.7K)
Filed 2026-10-21
Three Magnolias Financial Advisors, LLC
DECREASED
Shares221,422 from 223,342
Change-1,920 (-1%)
Value$6.5M (+$209.4K)
Filed 2026-10-14
Western Pacific Wealth Management, LP
INCREASED
Shares215,493 from 163,865
Change+51,628 (+32%)
Value$6.3M (+$1.7M)
Filed 2026-10-16
Alliance Private Wealth, LLC
DECREASED
Shares197,646 from 207,457
Change-9,811 (-5%)
Value$5.8M (-$41.2K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares147,833 from 148,570
Change-737 (0%)
Value$4.3M (+$155.0K)
Filed 2026-11-02
Investment Planning Advisors, Inc.
DECREASED
Shares112,311 from 122,307
Change-9,996 (-8%)
Value$3.3M (-$147.9K)
Filed 2026-10-14
Sugar Maple Asset Management, LLC
INCREASED
Shares105,779 from 77,466
Change+28,313 (+37%)
Value$3.1M (+$923.5K)
Filed 2026-10-13
DKM Wealth Management, Inc.
INCREASED
Shares104,317 from 103,754
Change+563 (+1%)
Value$3.1M (+$140.0K)
Filed 2026-10-09
Valeo Financial Advisors, LLC
INCREASED
Shares91,657 from 82,091
Change+9,566 (+12%)
Value$2.7M (+$378.5K)
Filed 2026-10-08
Sprinkle Financial Consultants LLC
INCREASED
Shares79,385 from 69,650
Change+9,735 (+14%)
Value$2.3M (+$368.7K)
Filed 2026-10-09
IFP Advisors, Inc
INCREASED
Shares79,321 from 78,467
Change+854 (+1%)
Value$2.3M (+$118.5K)
Filed 2026-10-16
Alpha Advisors, LLC
INCREASED
Shares58,018 from 28,686
Change+29,332 (+102%)
Value$1.7M (+$895.3K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares55,674 from 50,367
Change+5,307 (+11%)
Value$1.6M (+$215.7K)
Filed 2026-11-05
Aprio Wealth Management, LLC
UNCHANGED
Shares42,606 from 42,606
Change0 (0%)
Value$1.3M (+$50.7K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares37,887 from 37,237
Change+650 (+2%)
Value$1.1M (+$63.4K)
Filed 2026-10-14
Legacy Trust
INCREASED
Shares34,933 from 20,493
Change+14,440 (+70%)
Value$1.1M (+$512.6K)
Filed 2026-11-06
Cabot Wealth Management Inc
NEW
Shares33,175
Change+33,175
Value$974.0K
Filed 2026-11-05
Associated Banc-Corp
INCREASED
Shares31,663 from 27,333
Change+4,330 (+16%)
Value$929.6K (+$159.7K)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares28,901 from 28,953
Change-52 (0%)
Value$848.5K (+$32.9K)
Filed 2026-11-02
Birchwood Financial Partners, Inc.
INCREASED
Shares26,927 from 22,812
Change+4,115 (+18%)
Value$790.6K (+$148.0K)
Filed 2026-11-02
Stone Wealth Partners
INCREASED
Shares25,924 from 12,962
Change+12,962 (+100%)
Value$763.9K (+$398.7K)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares25,287 from 21,237
Change+4,050 (+19%)
Value$742.4K (+$144.2K)
Filed 2026-11-05
Optivise Advisory Services LLC
NEW
Shares21,270
Change+21,270
Value$624.5K
Filed 2026-10-19
ARQ Wealth Advisors, LLC
DECREASED
Shares21,062 from 23,937
Change-2,875 (-12%)
Value$618.4K (-$78.2K)
Filed 2026-10-29
Merit Financial Group, LLC
NEW
Shares18,444
Change+18,444
Value$541.5K
Filed 2026-11-06
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares17,896 from 16,348
Change+1,548 (+9%)
Value$525.4K (+$64.9K)
Filed 2026-10-08
Horizon Wealth Management, LLC
DECREASED
Shares17,690 from 19,675
Change-1,985 (-10%)
Value$519.4K (-$34.9K)
Filed 2026-11-02
TrustWell Financial Advisors, LLC
INCREASED
Shares17,042 from 17,014
Change+28 (+0%)
Value$500.4K (+$21.1K)
Filed 2026-10-15
Next Level Private LLC
UNCHANGED
Shares16,309 from 16,309
Change0 (0%)
Value$478.8K (+$19.4K)
Filed 2026-10-20
Thrivent Financial for Lutherans
NEW
Shares15,630
Change+15,630
Value$459.0K
Filed 2026-11-05
1620 Investment Advisors, Inc.
INCREASED
Shares14,514 from 13,356
Change+1,158 (+9%)
Value$426.1K (+$49.9K)
Filed 2026-11-04
Hunter Associates Investment Management LLC
UNCHANGED
Shares13,300 from 13,300
Change0 (0%)
Value$391.0K (+$18.0K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares13,255 from 13,575
Change-320 (-2%)
Value$389.2K (+$6.8K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
UNCHANGED
Shares12,453 from 12,453
Change0 (0%)
Value$365.6K (+$14.8K)
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares12,199 from 12,199
Change0 (0%)
Value$358.2K (+$14.5K)
Filed 2026-10-27
Sage Capital Management, LLC
UNCHANGED
Shares11,800 from 11,800
Change0 (0%)
Value$346.4K (+$14.0K)
Filed 2026-10-20
Atria Investments, Inc
NEW
Shares11,088
Change+11,088
Value$325.5K
Filed 2026-10-15
SpringVest Wealth Management LLC
DECREASED
Shares10,932 from 11,333
Change-401 (-4%)
Value$321.0K (+$1.7K)
Filed 2026-10-27
Nautilus Advisors LLC
DECREASED
Shares10,384 from 17,830
Change-7,446 (-42%)
Value$304.9K (-$214.5K)
Filed 2026-10-07
McCarley & Cook Financial Planners
UNCHANGED
Shares10,218 from 10,218
Change0 (0%)
Value$300.0K (+$12.2K)
Filed 2026-10-21
WPG Advisers, LLC
INCREASED
Shares9,819 from 4,248
Change+5,571 (+131%)
Value$288.3K (+$168.6K)
Filed 2026-10-27
Manchester Financial Inc
DECREASED
Shares9,660 from 9,739
Change-79 (-1%)
Value$283.6K (+$9.3K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
NEW
Shares8,998
Change+8,998
Value$264.2K
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,065 from 8,000
Change+65 (+1%)
Value$236.8K (+$9.8K)
Filed 2026-10-13
Intrinsic Value Partners, LLC
NEW
Shares8,054
Change+8,054
Value$236.5K
Filed 2026-11-09
Soltis Investment Advisors LLC
NEW
Shares7,451
Change+7,451
Value$218.8K
Filed 2026-10-28
Mather Group, Llc.
NEW
Shares5,403
Change+5,403
Value$158.6K
Filed 2026-10-14
Holos Integrated Wealth LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$146.8K (+$6.0K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
NEW
Shares2,971
Change+2,971
Value$87.2K
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares1,678 from 1,985
Change-307 (-15%)
Value$49.3K (-$6.7K)
Filed 2026-10-20
Harbour Investments, Inc.
NEW
Shares857
Change+857
Value$25.2K
Filed 2026-11-09
Pinnacle Bancorp, Inc.
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$7.9K (+$318)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares47
Change+47
Value$1.4K
Filed 2026-11-03
KWB Wealth
CLOSED
Shares0 from 486,376
Change-486,376 (-100%)
Value$0 (-$13.7M)
Filed 2026-10-16
Greater Midwest Financial Group, LLC
CLOSED
Shares0 from 8,754
Change-8,754 (-100%)
Value$0 (-$246.6K)
Filed 2026-10-13
Oakworth Capital, Inc.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-26
Choate Investment Advisors
N/A
Shares— from 5,819,404
Change-5,819,404 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,359,852
Change-3,359,852 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,074,551
Change-1,074,551 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,062,060
Change-1,062,060 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 933,925
Change-933,925 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 925,844
Change-925,844 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 655,583
Change-655,583 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 403,016
Change-403,016 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 260,119
Change-260,119 (-100%)
Value—
&partners
N/A
Shares— from 227,913
Change-227,913 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 225,564
Change-225,564 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 195,673
Change-195,673 (-100%)
Value—
Jabodon PT Co
N/A
Shares— from 192,746
Change-192,746 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 173,702
Change-173,702 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 167,988
Change-167,988 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 117,400
Change-117,400 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 85,899
Change-85,899 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 84,622
Change-84,622 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 76,414
Change-76,414 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 73,485
Change-73,485 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 57,204
Change-57,204 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 51,506
Change-51,506 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 46,827
Change-46,827 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 43,216
Change-43,216 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,226
Change-30,226 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 28,343
Change-28,343 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 27,127
Change-27,127 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 21,787
Change-21,787 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 19,240
Change-19,240 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 18,840
Change-18,840 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 18,676
Change-18,676 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,619
Change-18,619 (-100%)
Value—
UBS Group AG
N/A
Shares— from 16,969
Change-16,969 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 14,904
Change-14,904 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 14,007
Change-14,007 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,793
Change-13,793 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 12,111
Change-12,111 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,878
Change-10,878 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,581
Change-9,581 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,444
Change-9,444 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 428
Change-428 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,489,2682,130,645+358,623+17%$60.0M$73.1M+$13.1M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED993,111935,881+57,230+6%$27.3M$29.7M+$2.4M2026-10-13
Commonwealth Equity Services, LLC
INCREASED821,010795,881+25,129+3%$22.4M$24.1M+$1.7M2026-11-02
A&I Financial Services, LLC
INCREASED599,665598,911+754+0%$16.9M$17.6M+$734.8K2026-10-15
Beam Wealth Advisors, Inc.
INCREASED383,980382,037+1,943+1%$10.8M$11.3M+$511.7K2026-11-03
Cheviot Value Management, LLC
INCREASED376,917192,975+183,942+95%$5.4M$11.1M+$5.6M2026-11-09
Appalachian Capital Management Ltd
INCREASED307,001304,967+2,034+1%$8.6M$9.0M+$422.6K2026-10-14
NavPoint Financial, Inc.
INCREASED305,619289,289+16,330+6%$8.1M$9.0M+$823.7K2026-10-21
Three Magnolias Financial Advisors, LLC
DECREASED221,422223,342-1,920-1%$6.3M$6.5M+$209.4K2026-10-14
Western Pacific Wealth Management, LP
INCREASED215,493163,865+51,628+32%$4.6M$6.3M+$1.7M2026-10-16
Alliance Private Wealth, LLC
DECREASED197,646207,457-9,811-5%$5.8M$5.8M-$41.2K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED147,833148,570-7370%$4.2M$4.3M+$155.0K2026-11-02
Investment Planning Advisors, Inc.
DECREASED112,311122,307-9,996-8%$3.4M$3.3M-$147.9K2026-10-14
Sugar Maple Asset Management, LLC
INCREASED105,77977,466+28,313+37%$2.2M$3.1M+$923.5K2026-10-13
DKM Wealth Management, Inc.
INCREASED104,317103,754+563+1%$2.9M$3.1M+$140.0K2026-10-09
Valeo Financial Advisors, LLC
INCREASED91,65782,091+9,566+12%$2.3M$2.7M+$378.5K2026-10-08
Sprinkle Financial Consultants LLC
INCREASED79,38569,650+9,735+14%$2.0M$2.3M+$368.7K2026-10-09
IFP Advisors, Inc
INCREASED79,32178,467+854+1%$2.2M$2.3M+$118.5K2026-10-16
Alpha Advisors, LLC
INCREASED58,01828,686+29,332+102%$808.1K$1.7M+$895.3K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED55,67450,367+5,307+11%$1.4M$1.6M+$215.7K2026-11-05
Aprio Wealth Management, LLC
UNCHANGED42,60642,60600%$1.2M$1.3M+$50.7K2026-10-28
Davenport & Co LLC
INCREASED37,88737,237+650+2%$1.0M$1.1M+$63.4K2026-10-14
Legacy Trust
INCREASED34,93320,493+14,440+70%$577.3K$1.1M+$512.6K2026-11-06
Cabot Wealth Management Inc
NEW33,175—+33,175——$974.0K—2026-11-05
Associated Banc-Corp
INCREASED31,66327,333+4,330+16%$770.0K$929.6K+$159.7K2026-10-30
Kestra Advisory Services, LLC
DECREASED28,90128,953-520%$815.6K$848.5K+$32.9K2026-11-02
Birchwood Financial Partners, Inc.
INCREASED26,92722,812+4,115+18%$642.6K$790.6K+$148.0K2026-11-02
Stone Wealth Partners
INCREASED25,92412,962+12,962+100%$365.1K$763.9K+$398.7K2026-11-05
Nations Financial Group Inc,
INCREASED25,28721,237+4,050+19%$598.2K$742.4K+$144.2K2026-11-05
Optivise Advisory Services LLC
NEW21,270—+21,270——$624.5K—2026-10-19
ARQ Wealth Advisors, LLC
DECREASED21,06223,937-2,875-12%$696.6K$618.4K-$78.2K2026-10-29
Merit Financial Group, LLC
NEW18,444—+18,444——$541.5K—2026-11-06
Dickmeyer Boyce Financial Management, Inc.
INCREASED17,89616,348+1,548+9%$460.5K$525.4K+$64.9K2026-10-08
Horizon Wealth Management, LLC
DECREASED17,69019,675-1,985-10%$554.2K$519.4K-$34.9K2026-11-02
TrustWell Financial Advisors, LLC
INCREASED17,04217,014+28+0%$479.3K$500.4K+$21.1K2026-10-15
Next Level Private LLC
UNCHANGED16,30916,30900%$459.4K$478.8K+$19.4K2026-10-20
Thrivent Financial for Lutherans
NEW15,630—+15,630——$459.0K—2026-11-05
1620 Investment Advisors, Inc.
INCREASED14,51413,356+1,158+9%$376.2K$426.1K+$49.9K2026-11-04
Hunter Associates Investment Management LLC
UNCHANGED13,30013,30000%$373.0K$391.0K+$18.0K2026-10-26
Capital Investment Advisory Services, LLC
DECREASED13,25513,575-320-2%$382.4K$389.2K+$6.8K2026-10-30
Concurrent Investment Advisors, LLC
UNCHANGED12,45312,45300%$350.8K$365.6K+$14.8K2026-10-16
Parkside Financial Bank & Trust
UNCHANGED12,19912,19900%$343.6K$358.2K+$14.5K2026-10-27
Sage Capital Management, LLC
UNCHANGED11,80011,80000%$332.4K$346.4K+$14.0K2026-10-20
Atria Investments, Inc
NEW11,088—+11,088——$325.5K—2026-10-15
SpringVest Wealth Management LLC
DECREASED10,93211,333-401-4%$319.3K$321.0K+$1.7K2026-10-27
Nautilus Advisors LLC
DECREASED10,38417,830-7,446-42%$519.4K$304.9K-$214.5K2026-10-07
McCarley & Cook Financial Planners
UNCHANGED10,21810,21800%$287.8K$300.0K+$12.2K2026-10-21
WPG Advisers, LLC
INCREASED9,8194,248+5,571+131%$119.7K$288.3K+$168.6K2026-10-27
Manchester Financial Inc
DECREASED9,6609,739-79-1%$274.4K$283.6K+$9.3K2026-10-15
PNC Financial Services Group, Inc.
NEW8,998—+8,998——$264.2K—2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED8,0658,000+65+1%$227.0K$236.8K+$9.8K2026-10-13
Intrinsic Value Partners, LLC
NEW8,054—+8,054——$236.5K—2026-11-09
Soltis Investment Advisors LLC
NEW7,451—+7,451——$218.8K—2026-10-28
Mather Group, Llc.
NEW5,403—+5,403——$158.6K—2026-10-14
Holos Integrated Wealth LLC
UNCHANGED4,8004,80000%$140.8K$146.8K+$6.0K2026-10-23
Plante Moran Financial Advisors, LLC
NEW2,971—+2,971——$87.2K—2026-11-04
Private Trust Co NA
DECREASED1,6781,985-307-15%$55.9K$49.3K-$6.7K2026-10-20
Harbour Investments, Inc.
NEW857—+857——$25.2K—2026-11-09
Pinnacle Bancorp, Inc.
UNCHANGED26826800%$7.6K$7.9K+$3182026-10-21
Ascentis Independent Advisors
NEW47—+47——$1.4K—2026-11-03
KWB Wealth
CLOSED0486,376-486,376-100%$13.7M$0-$13.7M2026-10-16
Greater Midwest Financial Group, LLC
CLOSED08,754-8,754-100%$246.6K$0-$246.6K2026-10-13
Oakworth Capital, Inc.
CLOSED0250-250-100%$7.2K$0-$7.2K2026-10-26
Choate Investment Advisors
N/A—5,819,404-5,819,404-100%$163.9M———
Cerity Partners LLC
N/A—3,359,852-3,359,852-100%$94.6M———
Osaic Holdings, Inc.
N/A—1,074,551-1,074,551-100%$30.3M———
Bank of America Corp
N/A—1,062,060-1,062,060-100%$29.9M———
Raymond James Financial Inc
N/A—933,925-933,925-100%$26.3M———
Abound Financial, LLC
N/A—925,844-925,844-100%$26.1M———
Royal Bank of Canada
N/A—655,583-655,583-100%$18.5M———
Steward Partners Investment Advisory, LLC
N/A—403,016-403,016-100%$11.4M———
Stratos Wealth Partners, Ltd.
N/A—260,119-260,119-100%$7.3M———
&partners
N/A—227,913-227,913-100%$6.4M———
Castlekeep Investment Advisors LLC
N/A—225,564-225,564-100%$6.4M———
Barnes Pettey Financial Advisors, LLC
N/A—195,673-195,673-100%$5.5M———
Jabodon PT Co
N/A—192,746-192,746-100%$5.4M———
Stifel Financial Corp
N/A—173,702-173,702-100%$4.9M———
Baird Financial Group, Inc.
N/A—167,988-167,988-100%$4.7M———
Two Sigma Investments, LP
N/A—117,400-117,400-100%$3.3M———
Maridea Wealth Management LLC
N/A—85,899-85,899-100%$2.4M———
Gateway Wealth Partners, LLC
N/A—84,622-84,622-100%$2.4M———
MAI Capital Management
N/A—76,414-76,414-100%$2.2M———
MML Investors Services, LLC
N/A—73,485-73,485-100%$2.1M———
Citadel Advisors LLC
N/A—57,204-57,204-100%$1.6M———
Morgan Stanley
N/A—51,506-51,506-100%$1.5M———
Focus Partners Wealth
N/A—46,827-46,827-100%$1.3M———
Cascades Capital Asset Management, LLC
N/A—43,216-43,216-100%$1.2M———
Susquehanna International Group, LLP
N/A—30,226-30,226-100%$851.5K———
Northern Trust Corp
N/A—28,343-28,343-100%$798.4K———
Envestnet Asset Management Inc
N/A—27,127-27,127-100%$764.2K———
Ehrenkranz Partners L.P.
N/A—21,787-21,787-100%$613.7K———
First Foundation Advisors
N/A—19,240-19,240-100%$542.0K———
Sittner & Nelson, LLC
N/A—18,840-18,840-100%$530.7K———
Southeast Asset Advisors, LLC
N/A—18,676-18,676-100%$526.1K———
Jones Financial Companies Lllp
N/A—18,619-18,619-100%$528.8K———
UBS Group AG
N/A—16,969-16,969-100%$478.0K———
Millstone Evans Group, LLC
N/A—14,904-14,904-100%$419.8K———
Dakota Wealth Management
N/A—14,007-14,007-100%$394.6K———
HighTower Advisors, LLC
N/A—13,793-13,793-100%$388.5K———
Smith, Moore & Co.
N/A—12,111-12,111-100%$341.2K———
Goldman Sachs Group Inc
N/A—10,878-10,878-100%$306.4K———
Janney Montgomery Scott LLC
N/A—9,828-9,828-100%$277.0K———
Captrust Financial Advisors
N/A—9,581-9,581-100%$269.9K———
Global Retirement Partners, LLC
N/A—9,444-9,444-100%$266.0K———
JPMorgan Chase & Co
N/A—2,051-2,051-100%$58.2K———
Rothschild Investment LLC
N/A—2,000-2,000-100%$56.3K———
BNP Paribas Financial Markets
N/A—428-428-100%$12.1K———
NewEdge Advisors, LLC
N/A—323-323-100%$9.1K———
Showing 108 of 108 institutions