Invesco Municipal Trust (VKQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

INCREASED

Shares986,211 from 940,068

Change+46,143 (+5%)

Value$8.4M (-$1.1M)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares430,549 from 537,435

Change-106,886 (-20%)

Value$3.7M (-$1.7M)

Filed 2026-11-06

JFS Wealth Advisors, LLC

INCREASED

Shares145,649 from 145,451

Change+198 (+0%)

Value$1.2M (-$225.2K)

Filed 2026-11-03

Wealth Alliance Advisory Group, LLC

DECREASED

Shares145,222 from 150,429

Change-5,207 (-3%)

Value$1.2M (-$278.8K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

DECREASED

Shares144,377 from 147,332

Change-2,955 (-2%)

Value$1.2M (-$254.9K)

Filed 2026-11-02

Capital Investment Advisors, LLC

DECREASED

Shares140,350 from 142,850

Change-2,500 (-2%)

Value$1.2M (-$244.0K)

Filed 2026-10-22

Whipplewood Advisors, LLC

INCREASED

Shares91,426 from 87,183

Change+4,243 (+5%)

Value$775.3K (-$100.0K)

Filed 2026-10-20

Ibex Wealth Advisors

DECREASED

Shares80,656 from 90,101

Change-9,445 (-10%)

Value$684.0K (-$220.7K)

Filed 2026-11-06

Seamount Financial Group Inc

DECREASED

Shares71,086 from 73,688

Change-2,602 (-4%)

Value$602.8K (-$137.0K)

Filed 2026-10-21

Oppenheimer & Co Inc

INCREASED

Shares52,421 from 51,829

Change+592 (+1%)

Value$444.5K (-$75.8K)

Filed 2026-10-26

Madison Park Capital Advisors, LLC

INCREASED

Shares46,087 from 17,115

Change+28,972 (+169%)

Value$390.8K (-$161.1K)

Filed 2026-10-28

Prospera Financial Services Inc

INCREASED

Shares41,097 from 32,821

Change+8,276 (+25%)

Value$373.2K (+$43.7K)

Filed 2026-11-04

Concurrent Investment Advisors, LLC

INCREASED

Shares40,919 from 40,019

Change+900 (+2%)

Value$347.0K (-$54.8K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares34,662 from 34,662

Change0 (0%)

Value$294.0K (-$54.0K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

UNCHANGED

Shares32,804 from 32,804

Change0 (0%)

Value$278.2K (-$51.2K)

Filed 2026-11-06

Melfa Wealth Management, Inc.

UNCHANGED

Shares31,343 from 31,343

Change0 (0%)

Value$265.8K (-$48.9K)

Filed 2026-11-06

Compass Financial Group, Inc

UNCHANGED

Shares24,349 from 24,349

Change0 (0%)

Value$206.5K (-$38.0K)

Filed 2026-10-13

Lido Advisors, LLC

INCREASED

Shares21,561 from 14,575

Change+6,986 (+48%)

Value$182.8K (+$36.5K)

Filed 2026-11-04

Fiera Capital Corp

DECREASED

Shares21,167 from 159,850

Change-138,683 (-87%)

Value$179.5K (-$1.4M)

Filed 2026-11-06

Penbrook Management LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$169.6K (-$31.2K)

Filed 2026-10-16

Fifth Third Bancorp

INCREASED

Shares17,693 from 118

Change+17,575 (+14894%)

Value$150.0K (+$148.8K)

Filed 2026-11-05

Institute for Wealth Management, Llc.

UNCHANGED

Shares15,400 from 15,400

Change0 (0%)

Value$130.6K (-$24.0K)

Filed 2026-11-06

Abel Hall, LLC

NEW

Shares15,000

Change+15,000

Value$127.2K

Filed 2026-10-19

Wealthcare Advisory Partners LLC

DECREASED

Shares14,990 from 18,025

Change-3,035 (-17%)

Value$127.1K (-$53.9K)

Filed 2026-10-21

Tradewinds Capital Management, LLC

DECREASED

Shares14,034 from 15,938

Change-1,904 (-12%)

Value$119.0K (-$41.0K)

Filed 2026-10-23

AlphaCore Capital LLC

INCREASED

Shares11,839 from 11,603

Change+236 (+2%)

Value$100.4K (-$16.1K)

Filed 2026-11-04

Choreo, LLC

DECREASED

Shares11,685 from 19,163

Change-7,478 (-39%)

Value$99.1K (-$93.3K)

Filed 2026-10-28

Accurate Wealth Management, LLC

NEW

Shares11,465

Change+11,465

Value$100.7K

Filed 2026-10-20

Accredited Investor Services, LLC

DECREASED

Shares10,267 from 12,569

Change-2,302 (-18%)

Value$87.1K (-$39.1K)

Filed 2026-10-22

Trust Co of Toledo NA

UNCHANGED

Shares4,119 from 4,119

Change0 (0%)

Value$34.9K (-$6.4K)

Filed 2026-10-16

Community Bank, N.A.

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$33.9K (-$6.2K)

Filed 2026-11-06

Private Trust Co NA

UNCHANGED

Shares2,536 from 2,536

Change0 (0%)

Value$21.5K (-$4.0K)

Filed 2026-10-20

Chung Wu Investment Group, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$17.0K (-$3.1K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares1,726 from 3,094

Change-1,368 (-44%)

Value$14.6K (-$16.4K)

Filed 2026-10-27

Stone House Investment Management, LLC

NEW

Shares1,096

Change+1,096

Value$9.3K

Filed 2026-10-23

Highline Wealth Partners LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$8.5K (-$1.6K)

Filed 2026-10-19

Allworth Financial LP

NEW

Shares850

Change+850

Value$8.5K

Filed 2026-11-06

Spire Wealth Management

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$6.8K (-$1.2K)

Filed 2026-10-30

WPG Advisers, LLC

DECREASED

Shares622 from 857

Change-235 (-27%)

Value$5.3K (-$3.3K)

Filed 2026-10-27

Richardson Financial Services Inc.

UNCHANGED

Shares595 from 595

Change0 (0%)

Value$5.0K (-$928)

Filed 2026-10-30

IFP Advisors, Inc

INCREASED

Shares566 from 305

Change+261 (+86%)

Value$4.8K (+$1.7K)

Filed 2026-10-16

Livelsberger Financial Advisory

NEW

Shares553

Change+553

Value$4.7K

Filed 2026-10-28

North Star Investment Management Corp.

INCREASED

Shares369 from 361

Change+8 (+2%)

Value$3.1K (-$501)

Filed 2026-10-27

CoreCap Advisors, LLC

DECREASED

Shares297 from 1,997

Change-1,700 (-85%)

Value$2.5K (-$17.5K)

Filed 2026-10-08

Assetmark, Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$5 (-$1)

Filed 2026-10-21

Worth Asset Management, LLC

CLOSED

Shares0 from 21,087

Change-21,087 (-100%)

Value$0 (-$211.7K)

Filed 2026-10-07

Vericrest Private Wealth

CLOSED

Shares0 from 11,308

Change-11,308 (-100%)

Value$0 (-$113.5K)

Filed 2026-10-21

Merit Financial Group, LLC

CLOSED

Shares0 from 11,080

Change-11,080 (-100%)

Value$0 (-$111.2K)

Filed 2026-11-06

Rivernorth Capital Management, LLC

N/A

Shares— from 2,749,965

Change-2,749,965 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,417,581

Change-2,417,581 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,131,919

Change-1,131,919 (-100%)

Value—

UBS Group AG

N/A

Shares— from 734,875

Change-734,875 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 715,977

Change-715,977 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 712,419

Change-712,419 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 504,066

Change-504,066 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 497,299

Change-497,299 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 453,003

Change-453,003 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 368,154

Change-368,154 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 199,809

Change-199,809 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 168,862

Change-168,862 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 140,481

Change-140,481 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 134,718

Change-134,718 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 128,947

Change-128,947 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 115,421

Change-115,421 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 110,301

Change-110,301 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 93,645

Change-93,645 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 72,406

Change-72,406 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 72,380

Change-72,380 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 69,405

Change-69,405 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 68,846

Change-68,846 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 47,156

Change-47,156 (-100%)

Value—

&partners

N/A

Shares— from 33,557

Change-33,557 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 32,624

Change-32,624 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 31,364

Change-31,364 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 25,664

Change-25,664 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 25,550

Change-25,550 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 24,060

Change-24,060 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 23,745

Change-23,745 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 22,314

Change-22,314 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 18,006

Change-18,006 (-100%)

Value—

Orleans Capital Management Corp

N/A

Shares— from 14,630

Change-14,630 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,882

Change-13,882 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,857

Change-13,857 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,873

Change-12,873 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 12,006

Change-12,006 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 11,202

Change-11,202 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,397

Change-10,397 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 10,116

Change-10,116 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,410

Change-7,410 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 4,558

Change-4,558 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 4,446

Change-4,446 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,977

Change-2,977 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 1,843

Change-1,843 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,150

Change-1,150 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 150

Change-150 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	986,211	940,068	+46,143	+5%	$9.4M	$8.4M	-$1.1M	2026-10-13
LPL Financial LLC	DECREASED	430,549	537,435	-106,886	-20%	$5.4M	$3.7M	-$1.7M	2026-11-06
JFS Wealth Advisors, LLC	INCREASED	145,649	145,451	+198	+0%	$1.5M	$1.2M	-$225.2K	2026-11-03
Wealth Alliance Advisory Group, LLC	DECREASED	145,222	150,429	-5,207	-3%	$1.5M	$1.2M	-$278.8K	2026-10-14
Commonwealth Equity Services, LLC	DECREASED	144,377	147,332	-2,955	-2%	$1.5M	$1.2M	-$254.9K	2026-11-02
Capital Investment Advisors, LLC	DECREASED	140,350	142,850	-2,500	-2%	$1.4M	$1.2M	-$244.0K	2026-10-22
Whipplewood Advisors, LLC	INCREASED	91,426	87,183	+4,243	+5%	$875.3K	$775.3K	-$100.0K	2026-10-20
Ibex Wealth Advisors	DECREASED	80,656	90,101	-9,445	-10%	$904.6K	$684.0K	-$220.7K	2026-11-06
Seamount Financial Group Inc	DECREASED	71,086	73,688	-2,602	-4%	$739.8K	$602.8K	-$137.0K	2026-10-21
Oppenheimer & Co Inc	INCREASED	52,421	51,829	+592	+1%	$520.4K	$444.5K	-$75.8K	2026-10-26
Madison Park Capital Advisors, LLC	INCREASED	46,087	17,115	+28,972	+169%	$552.0K	$390.8K	-$161.1K	2026-10-28
Prospera Financial Services Inc	INCREASED	41,097	32,821	+8,276	+25%	$329.5K	$373.2K	+$43.7K	2026-11-04
Concurrent Investment Advisors, LLC	INCREASED	40,919	40,019	+900	+2%	$401.8K	$347.0K	-$54.8K	2026-10-16
Cambridge Investment Research Advisors, Inc.	UNCHANGED	34,662	34,662	0	0%	$348.0K	$294.0K	-$54.0K	2026-11-02
PNC Financial Services Group, Inc.	UNCHANGED	32,804	32,804	0	0%	$329.4K	$278.2K	-$51.2K	2026-11-06
Melfa Wealth Management, Inc.	UNCHANGED	31,343	31,343	0	0%	$314.7K	$265.8K	-$48.9K	2026-11-06
Compass Financial Group, Inc	UNCHANGED	24,349	24,349	0	0%	$244.5K	$206.5K	-$38.0K	2026-10-13
Lido Advisors, LLC	INCREASED	21,561	14,575	+6,986	+48%	$146.3K	$182.8K	+$36.5K	2026-11-04
Fiera Capital Corp	DECREASED	21,167	159,850	-138,683	-87%	$1.6M	$179.5K	-$1.4M	2026-11-06
Penbrook Management LLC	UNCHANGED	20,000	20,000	0	0%	$200.8K	$169.6K	-$31.2K	2026-10-16
Fifth Third Bancorp	INCREASED	17,693	118	+17,575	+14894%	$1.2K	$150.0K	+$148.8K	2026-11-05
Institute for Wealth Management, Llc.	UNCHANGED	15,400	15,400	0	0%	$154.6K	$130.6K	-$24.0K	2026-11-06
Abel Hall, LLC	NEW	15,000	—	+15,000	—	—	$127.2K	—	2026-10-19
Wealthcare Advisory Partners LLC	DECREASED	14,990	18,025	-3,035	-17%	$181.0K	$127.1K	-$53.9K	2026-10-21
Tradewinds Capital Management, LLC	DECREASED	14,034	15,938	-1,904	-12%	$160.0K	$119.0K	-$41.0K	2026-10-23
AlphaCore Capital LLC	INCREASED	11,839	11,603	+236	+2%	$116.5K	$100.4K	-$16.1K	2026-11-04
Choreo, LLC	DECREASED	11,685	19,163	-7,478	-39%	$192.4K	$99.1K	-$93.3K	2026-10-28
Accurate Wealth Management, LLC	NEW	11,465	—	+11,465	—	—	$100.7K	—	2026-10-20
Accredited Investor Services, LLC	DECREASED	10,267	12,569	-2,302	-18%	$126.2K	$87.1K	-$39.1K	2026-10-22
Trust Co of Toledo NA	UNCHANGED	4,119	4,119	0	0%	$41.4K	$34.9K	-$6.4K	2026-10-16
Community Bank, N.A.	UNCHANGED	4,000	4,000	0	0%	$40.2K	$33.9K	-$6.2K	2026-11-06
Private Trust Co NA	UNCHANGED	2,536	2,536	0	0%	$25.5K	$21.5K	-$4.0K	2026-10-20
Chung Wu Investment Group, LLC	UNCHANGED	2,000	2,000	0	0%	$20.1K	$17.0K	-$3.1K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	DECREASED	1,726	3,094	-1,368	-44%	$31.1K	$14.6K	-$16.4K	2026-10-27
Stone House Investment Management, LLC	NEW	1,096	—	+1,096	—	—	$9.3K	—	2026-10-23
Highline Wealth Partners LLC	UNCHANGED	1,000	1,000	0	0%	$10.0K	$8.5K	-$1.6K	2026-10-19
Allworth Financial LP	NEW	850	—	+850	—	—	$8.5K	—	2026-11-06
Spire Wealth Management	UNCHANGED	800	800	0	0%	$8.0K	$6.8K	-$1.2K	2026-10-30
WPG Advisers, LLC	DECREASED	622	857	-235	-27%	$8.6K	$5.3K	-$3.3K	2026-10-27
Richardson Financial Services Inc.	UNCHANGED	595	595	0	0%	$6.0K	$5.0K	-$928	2026-10-30
IFP Advisors, Inc	INCREASED	566	305	+261	+86%	$3.1K	$4.8K	+$1.7K	2026-10-16
Livelsberger Financial Advisory	NEW	553	—	+553	—	—	$4.7K	—	2026-10-28
North Star Investment Management Corp.	INCREASED	369	361	+8	+2%	$3.6K	$3.1K	-$501	2026-10-27
CoreCap Advisors, LLC	DECREASED	297	1,997	-1,700	-85%	$20.1K	$2.5K	-$17.5K	2026-10-08
Assetmark, Inc	UNCHANGED	1	1	0	0%	$6	$5	-$1	2026-10-21
Worth Asset Management, LLC	CLOSED	0	21,087	-21,087	-100%	$211.7K	$0	-$211.7K	2026-10-07
Vericrest Private Wealth	CLOSED	0	11,308	-11,308	-100%	$113.5K	$0	-$113.5K	2026-10-21
Merit Financial Group, LLC	CLOSED	0	11,080	-11,080	-100%	$111.2K	$0	-$111.2K	2026-11-06
Rivernorth Capital Management, LLC	N/A	—	2,749,965	-2,749,965	-100%	$27.6M	—	—	—
Morgan Stanley	N/A	—	2,417,581	-2,417,581	-100%	$24.3M	—	—	—
Guggenheim Capital LLC	N/A	—	1,131,919	-1,131,919	-100%	$11.4M	—	—	—
UBS Group AG	N/A	—	734,875	-734,875	-100%	$7.4M	—	—	—
Raymond James Financial Inc	N/A	—	715,977	-715,977	-100%	$7.2M	—	—	—
SIT Investment Associates Inc	N/A	—	712,419	-712,419	-100%	$7.2M	—	—	—
Wells Fargo & Company	N/A	—	504,066	-504,066	-100%	$5.1M	—	—	—
Bank of America Corp	N/A	—	497,299	-497,299	-100%	$5.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	453,003	-453,003	-100%	$4.5M	—	—	—
Van Eck Associates Corp	N/A	—	368,154	-368,154	-100%	$3.7M	—	—	—
Advisors Asset Management, Inc.	N/A	—	199,809	-199,809	-100%	$2.0M	—	—	—
Baird Financial Group, Inc.	N/A	—	168,862	-168,862	-100%	$1.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	140,481	-140,481	-100%	$1.4M	—	—	—
Cetera Investment Advisers	N/A	—	134,718	-134,718	-100%	$1.4M	—	—	—
Stifel Financial Corp	N/A	—	128,947	-128,947	-100%	$1.3M	—	—	—
Invesco Ltd.	N/A	—	115,421	-115,421	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	110,301	-110,301	-100%	$1.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	93,645	-93,645	-100%	$940.2K	—	—	—
Smith, Moore & Co.	N/A	—	72,406	-72,406	-100%	$727.0K	—	—	—
Ameriprise Financial Inc	N/A	—	72,380	-72,380	-100%	$726.7K	—	—	—
Summit Trail Advisors, LLC	N/A	—	69,405	-69,405	-100%	$696.8K	—	—	—
Tyche Wealth Partners LLC	N/A	—	68,846	-68,846	-100%	$691.2K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	47,156	-47,156	-100%	$473.4K	—	—	—
&partners	N/A	—	33,557	-33,557	-100%	$336.9K	—	—	—
Nuveen, LLC	N/A	—	32,624	-32,624	-100%	$327.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	31,364	-31,364	-100%	$315.0K	—	—	—
Jane Street Group, LLC	N/A	—	25,664	-25,664	-100%	$257.7K	—	—	—
PFG Investments, LLC	N/A	—	25,550	-25,550	-100%	$256.5K	—	—	—
Cohen & Steers, Inc.	N/A	—	25,000	-25,000	-100%	$251.0K	—	—	—
Citadel Advisors LLC	N/A	—	24,060	-24,060	-100%	$241.6K	—	—	—
XTX Topco Ltd	N/A	—	23,745	-23,745	-100%	$238.4K	—	—	—
Harbour Investments, Inc.	N/A	—	22,314	-22,314	-100%	$224.0K	—	—	—
Rothschild Investment LLC	N/A	—	20,000	-20,000	-100%	$200.8K	—	—	—
Huntington National Bank	N/A	—	18,006	-18,006	-100%	$180.8K	—	—	—
Orleans Capital Management Corp	N/A	—	14,630	-14,630	-100%	$146.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	13,882	-13,882	-100%	$139.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	13,857	-13,857	-100%	$139.1K	—	—	—
Cresset Asset Management, LLC	N/A	—	13,500	-13,500	-100%	$135.5K	—	—	—
HighTower Advisors, LLC	N/A	—	12,873	-12,873	-100%	$129.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	12,006	-12,006	-100%	$120.5K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	11,202	-11,202	-100%	$112.5K	—	—	—
Mariner, LLC	N/A	—	10,397	-10,397	-100%	$104.4K	—	—	—
World Investment Advisors	N/A	—	10,116	-10,116	-100%	$101.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,410	-7,410	-100%	$74.4K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	4,558	-4,558	-100%	$45.8K	—	—	—
Penserra Capital Management LLC	N/A	—	4,446	-4,446	-100%	$44	—	—	—
IFG Advisory, LLC	N/A	—	2,977	-2,977	-100%	$29.9K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	1,843	-1,843	-100%	$18.5K	—	—	—
JPMorgan Chase & Co	N/A	—	1,400	-1,400	-100%	$14.1K	—	—	—
BFC Planning, Inc.	N/A	—	1,150	-1,150	-100%	$11.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	150	-150	-100%	$1.5K	—	—	—

Showing 99 of 99 institutions