Invesco Trust for Investmen (VGM)

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.

DECREASED

Shares1,234,470 from 1,247,281

Change-12,811 (-1%)

Value$10.7M (-$2.5M)

Filed 2026-10-13

Greatmark Investment Partners, Inc.

INCREASED

Shares259,750 from 248,750

Change+11,000 (+4%)

Value$2.2M (-$389.9K)

Filed 2026-10-28

Melone Private Wealth, LLC

DECREASED

Shares225,013 from 231,002

Change-5,989 (-3%)

Value$1.9M (-$502.3K)

Filed 2026-10-16

Commonwealth Equity Services, LLC

INCREASED

Shares215,024 from 205,552

Change+9,472 (+5%)

Value$1.9M (-$318.9K)

Filed 2026-11-02

Indiana Trust & Investment Management Co

UNCHANGED

Shares122,000 from 122,000

Change0 (0%)

Value$1.1M (-$237.9K)

Filed 2026-10-22

Truist Financial Corp

INCREASED

Shares101,904 from 96,104

Change+5,800 (+6%)

Value$881.5K (-$137.2K)

Filed 2026-10-30

Claro Advisors Inc.

UNCHANGED

Shares99,973 from 99,973

Change0 (0%)

Value$864.8K (-$194.9K)

Filed 2026-11-02

Capital Investment Advisory Services, LLC

INCREASED

Shares85,020 from 65,738

Change+19,282 (+29%)

Value$735.4K (+$38.6K)

Filed 2026-10-30

Whipplewood Advisors, LLC

INCREASED

Shares73,204 from 69,481

Change+3,723 (+5%)

Value$633.2K (-$103.3K)

Filed 2026-10-20

LexAurum Advisors, LLC

INCREASED

Shares57,100 from 55,976

Change+1,124 (+2%)

Value$493.9K (-$99.4K)

Filed 2026-10-19

Burford Brothers, Inc.

UNCHANGED

Shares46,421 from 46,421

Change0 (0%)

Value$401.5K (-$90.5K)

Filed 2026-10-21

Wealth Alliance Advisory Group, LLC

INCREASED

Shares46,125 from 44,891

Change+1,234 (+3%)

Value$399.0K (-$76.9K)

Filed 2026-10-14

Wolverine Asset Management LLC

NEW

Shares41,789

Change+41,789

Value$361.5K

Filed 2026-11-02

Vestor Capital, LLC

NEW

Shares35,066

Change+35,066

Value$9.2K

Filed 2026-11-04

Prospera Financial Services Inc

INCREASED

Shares32,306 from 29,606

Change+2,700 (+9%)

Value$303.7K (-$10.1K)

Filed 2026-11-04

Worth Asset Management, LLC

DECREASED

Shares31,009 from 50,005

Change-18,996 (-38%)

Value$268.2K (-$261.8K)

Filed 2026-10-07

Cornerstone Wealth Management, LLC

DECREASED

Shares29,582 from 33,238

Change-3,656 (-11%)

Value$255.9K (-$96.4K)

Filed 2026-11-04

Gridiron Partners, LLC

UNCHANGED

Shares27,029 from 27,029

Change0 (0%)

Value$233.8K (-$52.7K)

Filed 2026-10-08

Kercheville Advisors, LLC

INCREASED

Shares22,208 from 22,174

Change+34 (+0%)

Value$192.1K (-$42.9K)

Filed 2026-10-19

Kestra Advisory Services, LLC

DECREASED

Shares20,615 from 44,981

Change-24,366 (-54%)

Value$178.3K (-$298.5K)

Filed 2026-11-02

WealthBridge Capital Management, LLC

DECREASED

Shares20,500 from 22,500

Change-2,000 (-9%)

Value$177.3K (-$61.2K)

Filed 2026-10-16

Concurrent Investment Advisors, LLC

INCREASED

Shares19,606 from 13,826

Change+5,780 (+42%)

Value$169.6K (+$23.0K)

Filed 2026-10-16

Compound Planning, Inc.

INCREASED

Shares18,482 from 18,351

Change+131 (+1%)

Value$159.9K (-$34.7K)

Filed 2026-11-05

AlphaCore Capital LLC

INCREASED

Shares17,661 from 17,313

Change+348 (+2%)

Value$152.8K (-$30.8K)

Filed 2026-11-04

Abel Hall, LLC

NEW

Shares15,000

Change+15,000

Value$129.8K

Filed 2026-10-19

Fifth Third Bancorp

INCREASED

Shares14,700 from 5,370

Change+9,330 (+174%)

Value$127.2K (+$70.2K)

Filed 2026-11-05

Dynamic Advisor Solutions LLC

INCREASED

Shares14,400 from 14,050

Change+350 (+2%)

Value$124.6K (-$24.4K)

Filed 2026-10-13

Closed-End Fund Advisors, Inc.

UNCHANGED

Shares13,663 from 13,663

Change0 (0%)

Value$118.2K (-$26.6K)

Filed 2026-11-04

Capital Investment Advisors, LLC

DECREASED

Shares13,500 from 13,795

Change-295 (-2%)

Value$116.8K (-$29.5K)

Filed 2026-10-22

Zullo Investment Group, Inc.

UNCHANGED

Shares13,500 from 13,500

Change0 (0%)

Value$116.8K (-$26.3K)

Filed 2026-10-20

Quadcap Wealth Management, LLC

INCREASED

Shares12,739 from 12,488

Change+251 (+2%)

Value$110.2K (-$22.2K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares11,606 from 11,466

Change+140 (+1%)

Value$100.0K (-$22.0K)

Filed 2026-11-02

Private Client Services, LLC

NEW

Shares11,594

Change+11,594

Value$100.3K

Filed 2026-10-02

Wedbush Securities Inc

INCREASED

Shares11,500 from 11,000

Change+500 (+5%)

Value$99 (-$116.9K)

Filed 2026-10-22

WMG Financial Advisors, LLC

UNCHANGED

Shares10,948 from 10,948

Change0 (0%)

Value$116.0K ($0)

Filed 2026-10-28

Keybank National Association

UNCHANGED

Shares10,883 from 10,883

Change0 (0%)

Value$94.1K (-$21.2K)

Filed 2026-11-04

Mountain Hill Investment Partners Corp.

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$60.6K (-$13.7K)

Filed 2026-10-23

Lanark Financial, Inc.

UNCHANGED

Shares6,227 from 6,227

Change0 (0%)

Value$53.9K (-$12.1K)

Filed 2026-10-26

IFP Advisors, Inc

INCREASED

Shares3,031 from 3,009

Change+22 (+1%)

Value$26.2K (-$5.7K)

Filed 2026-10-16

High Note Wealth, LLC

UNCHANGED

Shares2,464 from 2,464

Change0 (0%)

Value$21.3K (-$4.8K)

Filed 2026-10-27

Eastern Bank

UNCHANGED

Shares2,186 from 2,186

Change0 (0%)

Value$18.9K (-$4.3K)

Filed 2026-10-05

US Bancorp \de\

UNCHANGED

Shares2,041 from 2,041

Change0 (0%)

Value$17.7K (-$4.0K)

Filed 2026-11-05

Private Trust Co NA

DECREASED

Shares1,728 from 1,915

Change-187 (-10%)

Value$14.9K (-$5.4K)

Filed 2026-10-20

City Holding Co

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$8.7K (-$2.0K)

Filed 2026-10-19

Essential Investment Partners LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$8.7K (-$2.0K)

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares570 from 570

Change0 (0%)

Value$4.9K (-$1.1K)

Filed 2026-10-19

Cullen T Bankers, Inc.

DECREASED

Shares500 from 1,000

Change-500 (-50%)

Value$4.3K (-$6.3K)

Filed 2026-10-28

CoreCap Advisors, LLC

UNCHANGED

Shares292 from 292

Change0 (0%)

Value$2.5K (-$569)

Filed 2026-10-08

Carroll Advisory Group, LLC

CLOSED

Shares0 from 23,329

Change-23,329 (-100%)

Value$0 (-$247.3K)

Filed 2026-10-16

Apella Capital, LLC

CLOSED

Shares0 from 13,000

Change-13,000 (-100%)

Value$0 (-$138.2K)

Filed 2026-10-08

Clark Asset Management, LLC

CLOSED

Shares0 from 11,633

Change-11,633 (-100%)

Value$0 (-$123.3K)

Filed 2026-10-19

Leading Edge Financial Planning LLC

CLOSED

Shares0 from 10,203

Change-10,203 (-100%)

Value$0 (-$108.2K)

Filed 2026-10-23

Gill Capital Partners, LLC

CLOSED

Shares0 from 9,991

Change-9,991 (-100%)

Value$0 (-$105.9K)

Filed 2026-10-13

Mascoma Wealth Management LLC

CLOSED

Shares0 from 320

Change-320 (-100%)

Value$0 (-$3.4K)

Filed 2026-10-23

Guggenheim Capital LLC

N/A

Shares— from 1,061,614

Change-1,061,614 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 768,111

Change-768,111 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 705,017

Change-705,017 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 625,750

Change-625,750 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 617,864

Change-617,864 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 603,608

Change-603,608 (-100%)

Value—

UBS Group AG

N/A

Shares— from 567,497

Change-567,497 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 501,856

Change-501,856 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 382,863

Change-382,863 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 373,821

Change-373,821 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 355,063

Change-355,063 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 249,317

Change-249,317 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 238,601

Change-238,601 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 194,328

Change-194,328 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 170,619

Change-170,619 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 168,142

Change-168,142 (-100%)

Value—

Fiera Capital Corp

N/A

Shares— from 154,641

Change-154,641 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 136,864

Change-136,864 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 113,376

Change-113,376 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 99,250

Change-99,250 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 97,276

Change-97,276 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 86,117

Change-86,117 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 84,821

Change-84,821 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 78,648

Change-78,648 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 67,090

Change-67,090 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 60,725

Change-60,725 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 56,200

Change-56,200 (-100%)

Value—

Wealth Care LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 48,373

Change-48,373 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 41,901

Change-41,901 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 37,360

Change-37,360 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 36,149

Change-36,149 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 30,892

Change-30,892 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 29,704

Change-29,704 (-100%)

Value—

&partners

N/A

Shares— from 29,208

Change-29,208 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 26,388

Change-26,388 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 24,672

Change-24,672 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 18,694

Change-18,694 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 15,429

Change-15,429 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 15,100

Change-15,100 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,949

Change-11,949 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,755

Change-11,755 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 11,010

Change-11,010 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 5,812

Change-5,812 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 4,150

Change-4,150 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 4,134

Change-4,134 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 2,850

Change-2,850 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,785

Change-2,785 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 982

Change-982 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 692

Change-692 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 386

Change-386 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 381

Change-381 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 206

Change-206 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	1,234,470	1,247,281	-12,811	-1%	$13.2M	$10.7M	-$2.5M	2026-10-13
Greatmark Investment Partners, Inc.	INCREASED	259,750	248,750	+11,000	+4%	$2.6M	$2.2M	-$389.9K	2026-10-28
Melone Private Wealth, LLC	DECREASED	225,013	231,002	-5,989	-3%	$2.4M	$1.9M	-$502.3K	2026-10-16
Commonwealth Equity Services, LLC	INCREASED	215,024	205,552	+9,472	+5%	$2.2M	$1.9M	-$318.9K	2026-11-02
Indiana Trust & Investment Management Co	UNCHANGED	122,000	122,000	0	0%	$1.3M	$1.1M	-$237.9K	2026-10-22
Truist Financial Corp	INCREASED	101,904	96,104	+5,800	+6%	$1.0M	$881.5K	-$137.2K	2026-10-30
Claro Advisors Inc.	UNCHANGED	99,973	99,973	0	0%	$1.1M	$864.8K	-$194.9K	2026-11-02
Capital Investment Advisory Services, LLC	INCREASED	85,020	65,738	+19,282	+29%	$696.8K	$735.4K	+$38.6K	2026-10-30
Whipplewood Advisors, LLC	INCREASED	73,204	69,481	+3,723	+5%	$736.5K	$633.2K	-$103.3K	2026-10-20
LexAurum Advisors, LLC	INCREASED	57,100	55,976	+1,124	+2%	$593.3K	$493.9K	-$99.4K	2026-10-19
Burford Brothers, Inc.	UNCHANGED	46,421	46,421	0	0%	$492.1K	$401.5K	-$90.5K	2026-10-21
Wealth Alliance Advisory Group, LLC	INCREASED	46,125	44,891	+1,234	+3%	$475.8K	$399.0K	-$76.9K	2026-10-14
Wolverine Asset Management LLC	NEW	41,789	—	+41,789	—	—	$361.5K	—	2026-11-02
Vestor Capital, LLC	NEW	35,066	—	+35,066	—	—	$9.2K	—	2026-11-04
Prospera Financial Services Inc	INCREASED	32,306	29,606	+2,700	+9%	$313.8K	$303.7K	-$10.1K	2026-11-04
Worth Asset Management, LLC	DECREASED	31,009	50,005	-18,996	-38%	$530.1K	$268.2K	-$261.8K	2026-10-07
Cornerstone Wealth Management, LLC	DECREASED	29,582	33,238	-3,656	-11%	$352.3K	$255.9K	-$96.4K	2026-11-04
Gridiron Partners, LLC	UNCHANGED	27,029	27,029	0	0%	$286.5K	$233.8K	-$52.7K	2026-10-08
Kercheville Advisors, LLC	INCREASED	22,208	22,174	+34	+0%	$235.0K	$192.1K	-$42.9K	2026-10-19
Kestra Advisory Services, LLC	DECREASED	20,615	44,981	-24,366	-54%	$476.8K	$178.3K	-$298.5K	2026-11-02
WealthBridge Capital Management, LLC	DECREASED	20,500	22,500	-2,000	-9%	$238.5K	$177.3K	-$61.2K	2026-10-16
Concurrent Investment Advisors, LLC	INCREASED	19,606	13,826	+5,780	+42%	$146.6K	$169.6K	+$23.0K	2026-10-16
Compound Planning, Inc.	INCREASED	18,482	18,351	+131	+1%	$194.5K	$159.9K	-$34.7K	2026-11-05
AlphaCore Capital LLC	INCREASED	17,661	17,313	+348	+2%	$183.5K	$152.8K	-$30.8K	2026-11-04
Abel Hall, LLC	NEW	15,000	—	+15,000	—	—	$129.8K	—	2026-10-19
Fifth Third Bancorp	INCREASED	14,700	5,370	+9,330	+174%	$56.9K	$127.2K	+$70.2K	2026-11-05
Dynamic Advisor Solutions LLC	INCREASED	14,400	14,050	+350	+2%	$148.9K	$124.6K	-$24.4K	2026-10-13
Closed-End Fund Advisors, Inc.	UNCHANGED	13,663	13,663	0	0%	$144.8K	$118.2K	-$26.6K	2026-11-04
Capital Investment Advisors, LLC	DECREASED	13,500	13,795	-295	-2%	$146.2K	$116.8K	-$29.5K	2026-10-22
Zullo Investment Group, Inc.	UNCHANGED	13,500	13,500	0	0%	$143.1K	$116.8K	-$26.3K	2026-10-20
Quadcap Wealth Management, LLC	INCREASED	12,739	12,488	+251	+2%	$132.4K	$110.2K	-$22.2K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	11,606	11,466	+140	+1%	$122.0K	$100.0K	-$22.0K	2026-11-02
Private Client Services, LLC	NEW	11,594	—	+11,594	—	—	$100.3K	—	2026-10-02
Wedbush Securities Inc	INCREASED	11,500	11,000	+500	+5%	$117.0K	$99	-$116.9K	2026-10-22
WMG Financial Advisors, LLC	UNCHANGED	10,948	10,948	0	0%	$116.0K	$116.0K	$0	2026-10-28
Keybank National Association	UNCHANGED	10,883	10,883	0	0%	$115.4K	$94.1K	-$21.2K	2026-11-04
Mountain Hill Investment Partners Corp.	UNCHANGED	7,000	7,000	0	0%	$74.2K	$60.6K	-$13.7K	2026-10-23
Lanark Financial, Inc.	UNCHANGED	6,227	6,227	0	0%	$66.0K	$53.9K	-$12.1K	2026-10-26
IFP Advisors, Inc	INCREASED	3,031	3,009	+22	+1%	$31.9K	$26.2K	-$5.7K	2026-10-16
High Note Wealth, LLC	UNCHANGED	2,464	2,464	0	0%	$26.1K	$21.3K	-$4.8K	2026-10-27
Eastern Bank	UNCHANGED	2,186	2,186	0	0%	$23.2K	$18.9K	-$4.3K	2026-10-05
US Bancorp \de\	UNCHANGED	2,041	2,041	0	0%	$21.6K	$17.7K	-$4.0K	2026-11-05
Private Trust Co NA	DECREASED	1,728	1,915	-187	-10%	$20.3K	$14.9K	-$5.4K	2026-10-20
City Holding Co	UNCHANGED	1,000	1,000	0	0%	$10.6K	$8.7K	-$2.0K	2026-10-19
Essential Investment Partners LLC	UNCHANGED	1,000	1,000	0	0%	$10.6K	$8.7K	-$2.0K	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	570	570	0	0%	$6.0K	$4.9K	-$1.1K	2026-10-19
Cullen T Bankers, Inc.	DECREASED	500	1,000	-500	-50%	$10.6K	$4.3K	-$6.3K	2026-10-28
CoreCap Advisors, LLC	UNCHANGED	292	292	0	0%	$3.1K	$2.5K	-$569	2026-10-08
Carroll Advisory Group, LLC	CLOSED	0	23,329	-23,329	-100%	$247.3K	$0	-$247.3K	2026-10-16
Apella Capital, LLC	CLOSED	0	13,000	-13,000	-100%	$138.2K	$0	-$138.2K	2026-10-08
Clark Asset Management, LLC	CLOSED	0	11,633	-11,633	-100%	$123.3K	$0	-$123.3K	2026-10-19
Leading Edge Financial Planning LLC	CLOSED	0	10,203	-10,203	-100%	$108.2K	$0	-$108.2K	2026-10-23
Gill Capital Partners, LLC	CLOSED	0	9,991	-9,991	-100%	$105.9K	$0	-$105.9K	2026-10-13
Mascoma Wealth Management LLC	CLOSED	0	320	-320	-100%	$3.4K	$0	-$3.4K	2026-10-23
Guggenheim Capital LLC	N/A	—	1,061,614	-1,061,614	-100%	$11.3M	—	—	—
Ameriprise Financial Inc	N/A	—	768,111	-768,111	-100%	$8.1M	—	—	—
Morgan Stanley	N/A	—	705,017	-705,017	-100%	$7.5M	—	—	—
LPL Financial LLC	N/A	—	625,750	-625,750	-100%	$6.6M	—	—	—
Wells Fargo & Company	N/A	—	617,864	-617,864	-100%	$6.5M	—	—	—
SIT Investment Associates Inc	N/A	—	603,608	-603,608	-100%	$6.4M	—	—	—
UBS Group AG	N/A	—	567,497	-567,497	-100%	$6.0M	—	—	—
Bank of America Corp	N/A	—	501,856	-501,856	-100%	$5.3M	—	—	—
Royal Bank of Canada	N/A	—	382,863	-382,863	-100%	$4.1M	—	—	—
N.E.W. Advisory Services LLC	N/A	—	373,821	-373,821	-100%	$4.0M	—	—	—
Van Eck Associates Corp	N/A	—	355,063	-355,063	-100%	$3.8M	—	—	—
Cetera Investment Advisers	N/A	—	249,317	-249,317	-100%	$2.6M	—	—	—
Stifel Financial Corp	N/A	—	238,601	-238,601	-100%	$2.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	194,328	-194,328	-100%	$2.1M	—	—	—
Raymond James Financial Inc	N/A	—	170,619	-170,619	-100%	$1.8M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	168,142	-168,142	-100%	$1.8M	—	—	—
Fiera Capital Corp	N/A	—	154,641	-154,641	-100%	$1.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	136,864	-136,864	-100%	$1.5M	—	—	—
Regatta Research & Money Management	N/A	—	113,376	-113,376	-100%	$1.2M	—	—	—
Harbour Investments, Inc.	N/A	—	99,250	-99,250	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	97,276	-97,276	-100%	$1.0M	—	—	—
Cutler Capital Management, LLC	N/A	—	86,117	-86,117	-100%	$912.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	84,821	-84,821	-100%	$899.1K	—	—	—
Tyche Wealth Partners LLC	N/A	—	78,648	-78,648	-100%	$833.7K	—	—	—
Summit Trail Advisors, LLC	N/A	—	67,090	-67,090	-100%	$711.2K	—	—	—
World Investment Advisors	N/A	—	60,725	-60,725	-100%	$599.4K	—	—	—
Baird Financial Group, Inc.	N/A	—	56,200	-56,200	-100%	$595.7K	—	—	—
Wealth Care LLC	N/A	—	50,000	-50,000	-100%	$530.0K	—	—	—
Private Advisor Group, LLC	N/A	—	48,373	-48,373	-100%	$512.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	41,901	-41,901	-100%	$444.2K	—	—	—
Melfa Wealth Management, Inc.	N/A	—	37,360	-37,360	-100%	$396.0K	—	—	—
Focus Partners Wealth	N/A	—	36,149	-36,149	-100%	$383.2K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	30,892	-30,892	-100%	$327.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	29,704	-29,704	-100%	$314.9K	—	—	—
&partners	N/A	—	29,208	-29,208	-100%	$309.6K	—	—	—
Jane Street Group, LLC	N/A	—	26,388	-26,388	-100%	$279.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	24,672	-24,672	-100%	$261.5K	—	—	—
Nuveen, LLC	N/A	—	18,694	-18,694	-100%	$198.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	15,429	-15,429	-100%	$164.0K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	15,100	-15,100	-100%	$160.1K	—	—	—
Wealthspire Advisors, LLC	N/A	—	15,000	-15,000	-100%	$159.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,949	-11,949	-100%	$126.7K	—	—	—
XTX Topco Ltd	N/A	—	11,755	-11,755	-100%	$124.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	11,010	-11,010	-100%	$116.7K	—	—	—
BFC Planning, Inc.	N/A	—	5,812	-5,812	-100%	$61.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	4,150	-4,150	-100%	$44.0K	—	—	—
Penserra Capital Management LLC	N/A	—	4,134	-4,134	-100%	$43	—	—	—
Aberdeen Wealth Management LLC	N/A	—	2,850	-2,850	-100%	$30.2K	—	—	—
IFG Advisory, LLC	N/A	—	2,785	-2,785	-100%	$29.5K	—	—	—
Ancora Advisors LLCA	N/A	—	982	-982	-100%	$10.4K	—	—	—
Rothschild Investment LLC	N/A	—	800	-800	-100%	$8.5K	—	—	—
Allworth Financial LP	N/A	—	692	-692	-100%	$7.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	386	-386	-100%	$4.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	381	-381	-100%	$4.0K	—	—	—
CVA Family Office, LLC	N/A	—	206	-206	-100%	$2.2K	—	—	—

Showing 109 of 109 institutions