Invesco Municipal Opport (VMO)

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

Shares1,272,539 from 1,277,578

Change-5,039 (0%)

Value$10.6M (-$2.0M)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares1,258,526 from 1,506,124

Change-247,598 (-16%)

Value$10.5M (-$4.4M)

Filed 2026-11-06

Kestra Advisory Services, LLC

DECREASED

Shares550,357 from 552,198

Change-1,841 (0%)

Value$4.6M (-$854.7K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares338,694 from 344,102

Change-5,408 (-2%)

Value$2.8M (-$568.0K)

Filed 2026-11-02

Wakefield Asset Management Lllp

INCREASED

Shares253,728 from 231,479

Change+22,249 (+10%)

Value$2.1M (-$166.1K)

Filed 2026-11-05

JFS Wealth Advisors, LLC

INCREASED

Shares146,354 from 146,154

Change+200 (+0%)

Value$1.2M (-$220.5K)

Filed 2026-11-03

Wealth Alliance Advisory Group, LLC

INCREASED

Shares102,151 from 95,961

Change+6,190 (+6%)

Value$853.0K (-$94.2K)

Filed 2026-10-14

Garner Asset Management Corp

DECREASED

Shares99,600 from 138,563

Change-38,963 (-28%)

Value$885.4K (-$482.2K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

INCREASED

Shares90,215 from 89,607

Change+608 (+1%)

Value$753.3K (-$131.1K)

Filed 2026-11-02

Worthington Financial Partners, LLC

DECREASED

Shares86,092 from 86,266

Change-174 (0%)

Value$718.9K (-$132.6K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

INCREASED

Shares67,929 from 53,559

Change+14,370 (+27%)

Value$567.2K (+$38.6K)

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares62,920 from 62,920

Change0 (0%)

Value$525.4K (-$95.6K)

Filed 2026-11-06

Burford Brothers, Inc.

UNCHANGED

Shares48,690 from 48,690

Change0 (0%)

Value$406.6K (-$74.0K)

Filed 2026-10-21

Live Oak Private Wealth LLC

UNCHANGED

Shares43,000 from 43,000

Change0 (0%)

Value$359.1K (-$65.4K)

Filed 2026-11-02

Choreo, LLC

INCREASED

Shares41,936 from 38,160

Change+3,776 (+10%)

Value$350.2K (-$26.5K)

Filed 2026-10-28

Melfa Wealth Management, Inc.

DECREASED

Shares36,295 from 42,828

Change-6,533 (-15%)

Value$303.1K (-$119.7K)

Filed 2026-11-06

AlphaCore Capital LLC

INCREASED

Shares35,730 from 35,014

Change+716 (+2%)

Value$298.3K (-$47.2K)

Filed 2026-11-04

HUB Investment Partners, LLC

INCREASED

Shares33,547 from 29,859

Change+3,688 (+12%)

Value$280.1K (-$14.6K)

Filed 2026-11-03

Insight Wealth Strategies, LLC

INCREASED

Shares29,145 from 28,558

Change+587 (+2%)

Value$243.4K (-$39.4K)

Filed 2026-10-09

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares27,700 from 27,700

Change0 (0%)

Value$231.3K (-$42.1K)

Filed 2026-11-03

Gridiron Partners, LLC

UNCHANGED

Shares27,298 from 27,298

Change0 (0%)

Value$227.9K (-$41.5K)

Filed 2026-10-08

StoneX Group Inc.

NEW

Shares24,660

Change+24,660

Value$219.8K

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares21,392 from 21,313

Change+79 (+0%)

Value$182.9K (-$27.5K)

Filed 2026-10-13

Fiera Capital Corp

DECREASED

Shares21,326 from 160,932

Change-139,606 (-87%)

Value$178.1K (-$1.4M)

Filed 2026-11-06

BAR Harbor Wealth Management

UNCHANGED

Shares19,795 from 19,795

Change0 (0%)

Value$165.3K (-$30.1K)

Filed 2026-10-21

Kercheville Advisors, LLC

UNCHANGED

Shares18,567 from 18,567

Change0 (0%)

Value$155.0K (-$28.2K)

Filed 2026-10-19

Formidable Asset Management, LLC

INCREASED

Shares15,000 from 13,250

Change+1,750 (+13%)

Value$148.1K (+$22.0K)

Filed 2026-11-03

Retirement Planning Group, LLC

NEW

Shares13,617

Change+13,617

Value$113.7K

Filed 2026-10-19

River Street Advisors LLC

UNCHANGED

Shares12,547 from 12,547

Change0 (0%)

Value$104.8K (-$19.1K)

Filed 2026-10-22

Ackerman Capital Advisors, LLC

NEW

Shares12,443

Change+12,443

Value$103.9K

Filed 2026-10-30

Geneos Wealth Management Inc.

INCREASED

Shares11,504 from 885

Change+10,619 (+1200%)

Value$96.1K (+$87.3K)

Filed 2026-11-09

Capital Investment Advisors, LLC

DECREASED

Shares11,500 from 13,500

Change-2,000 (-15%)

Value$96.0K (-$37.2K)

Filed 2026-10-22

US Bancorp \de\

UNCHANGED

Shares10,918 from 10,918

Change0 (0%)

Value$91.2K (-$16.6K)

Filed 2026-11-05

Gill Capital Partners, LLC

UNCHANGED

Shares10,189 from 10,189

Change0 (0%)

Value$85.1K (-$15.5K)

Filed 2026-10-13

Tradewinds Capital Management, LLC

UNCHANGED

Shares9,891 from 9,891

Change0 (0%)

Value$82.6K (-$15.0K)

Filed 2026-10-23

Spire Wealth Management

NEW

Shares7,409

Change+7,409

Value$61.9K

Filed 2026-10-30

Compass Wealth Management LLC

NEW

Shares6,831

Change+6,831

Value$57.0K

Filed 2026-10-22

Chung Wu Investment Group, LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$25.1K (-$4.6K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares2,537 from 3,855

Change-1,318 (-34%)

Value$21.2K (-$16.9K)

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$12.5K (-$2.3K)

Filed 2026-10-19

Buck Wealth Strategies, LLC

NEW

Shares1,487

Change+1,487

Value$12.4K

Filed 2026-10-28

Ascentis Wealth Management, LLC

UNCHANGED

Shares1,151 from 1,151

Change0 (0%)

Value$9.6K (-$1.8K)

Filed 2026-11-03

WPG Advisers, LLC

DECREASED

Shares915 from 1,066

Change-151 (-14%)

Value$7.6K (-$2.9K)

Filed 2026-10-27

Farther Finance Advisors, LLC

UNCHANGED

Shares886 from 886

Change0 (0%)

Value$7.4K (-$1.3K)

Filed 2026-10-08

Hantz Financial Services, Inc.

NEW

Shares469

Change+469

Value$4

Filed 2026-11-09

Fifth Third Bancorp

DECREASED

Shares129 from 145

Change-16 (-11%)

Value$1.1K (-$354)

Filed 2026-11-05

Clark Asset Management, LLC

CLOSED

Shares0 from 26,059

Change-26,059 (-100%)

Value$0 (-$257.2K)

Filed 2026-10-19

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 17,664

Change-17,664 (-100%)

Value$0 (-$174.3K)

Filed 2026-11-06

Pinnacle Bancorp, Inc.

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$148.1K)

Filed 2026-10-21

Worth Asset Management, LLC

CLOSED

Shares0 from 12,885

Change-12,885 (-100%)

Value$0 (-$127.2K)

Filed 2026-10-07

Collaborative Wealth Managment Inc.

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$108.6K)

Filed 2026-11-06

Encompass More Asset Management

CLOSED

Shares0 from 10,410

Change-10,410 (-100%)

Value$0 (-$102.7K)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,592

Change-2,592 (-100%)

Value$0 (-$25.7K)

Filed 2026-11-02

CoreCap Advisors, LLC

CLOSED

Shares0 from 1,700

Change-1,700 (-100%)

Value$0 (-$16.8K)

Filed 2026-10-08

Mascoma Wealth Management LLC

CLOSED

Shares0 from 1,411

Change-1,411 (-100%)

Value$0 (-$13.9K)

Filed 2026-10-23

Tsfg, LLC

CLOSED

Shares0 from 1,136

Change-1,136 (-100%)

Value$0 (-$11)

Filed 2026-10-23

Assetmark, Inc

CLOSED

Shares0 from 99

Change-99 (-100%)

Value$0 (-$977)

Filed 2026-10-21

Morgan Stanley

N/A

Shares— from 1,711,573

Change-1,711,573 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 1,703,324

Change-1,703,324 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,380,117

Change-1,380,117 (-100%)

Value—

UBS Group AG

N/A

Shares— from 999,416

Change-999,416 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 869,326

Change-869,326 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 799,317

Change-799,317 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 623,992

Change-623,992 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 613,958

Change-613,958 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 451,018

Change-451,018 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 345,925

Change-345,925 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 190,532

Change-190,532 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 185,817

Change-185,817 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 171,832

Change-171,832 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 137,771

Change-137,771 (-100%)

Value—

Planning Alternatives LTD

N/A

Shares— from 103,000

Change-103,000 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 76,465

Change-76,465 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 75,976

Change-75,976 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 69,850

Change-69,850 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 69,010

Change-69,010 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 65,322

Change-65,322 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 62,987

Change-62,987 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 60,091

Change-60,091 (-100%)

Value—

Petra Financial Advisors Inc

N/A

Shares— from 58,046

Change-58,046 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 51,706

Change-51,706 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 47,174

Change-47,174 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 42,217

Change-42,217 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 40,712

Change-40,712 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 37,859

Change-37,859 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 32,559

Change-32,559 (-100%)

Value—

Pursuit Wealth Strategies, LLC

N/A

Shares— from 32,081

Change-32,081 (-100%)

Value—

Alaska Wealth Advisors, LLC

N/A

Shares— from 28,550

Change-28,550 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 28,352

Change-28,352 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 26,761

Change-26,761 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 26,436

Change-26,436 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 26,348

Change-26,348 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 24,737

Change-24,737 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 20,500

Change-20,500 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 19,870

Change-19,870 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 16,363

Change-16,363 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 15,411

Change-15,411 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 14,925

Change-14,925 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 14,845

Change-14,845 (-100%)

Value—

&partners

N/A

Shares— from 14,661

Change-14,661 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 14,400

Change-14,400 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 14,078

Change-14,078 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,671

Change-13,671 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 13,650

Change-13,650 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 13,650

Change-13,650 (-100%)

Value—

Berkeley Capital Partners, LLC

N/A

Shares— from 12,387

Change-12,387 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 11,191

Change-11,191 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,419

Change-10,419 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 9,433

Change-9,433 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 7,148

Change-7,148 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 4,470

Change-4,470 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 4,325

Change-4,325 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 2,979

Change-2,979 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 2,567

Change-2,567 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 445

Change-445 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 254

Change-254 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 167

Change-167 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 164

Change-164 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	1,272,539	1,277,578	-5,039	0%	$12.6M	$10.6M	-$2.0M	2026-10-13
LPL Financial LLC	DECREASED	1,258,526	1,506,124	-247,598	-16%	$14.9M	$10.5M	-$4.4M	2026-11-06
Kestra Advisory Services, LLC	DECREASED	550,357	552,198	-1,841	0%	$5.5M	$4.6M	-$854.7K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	338,694	344,102	-5,408	-2%	$3.4M	$2.8M	-$568.0K	2026-11-02
Wakefield Asset Management Lllp	INCREASED	253,728	231,479	+22,249	+10%	$2.3M	$2.1M	-$166.1K	2026-11-05
JFS Wealth Advisors, LLC	INCREASED	146,354	146,154	+200	+0%	$1.4M	$1.2M	-$220.5K	2026-11-03
Wealth Alliance Advisory Group, LLC	INCREASED	102,151	95,961	+6,190	+6%	$947.1K	$853.0K	-$94.2K	2026-10-14
Garner Asset Management Corp	DECREASED	99,600	138,563	-38,963	-28%	$1.4M	$885.4K	-$482.2K	2026-10-30
Commonwealth Equity Services, LLC	INCREASED	90,215	89,607	+608	+1%	$884.4K	$753.3K	-$131.1K	2026-11-02
Worthington Financial Partners, LLC	DECREASED	86,092	86,266	-174	0%	$851.5K	$718.9K	-$132.6K	2026-10-13
Concurrent Investment Advisors, LLC	INCREASED	67,929	53,559	+14,370	+27%	$528.6K	$567.2K	+$38.6K	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	62,920	62,920	0	0%	$621.0K	$525.4K	-$95.6K	2026-11-06
Burford Brothers, Inc.	UNCHANGED	48,690	48,690	0	0%	$480.6K	$406.6K	-$74.0K	2026-10-21
Live Oak Private Wealth LLC	UNCHANGED	43,000	43,000	0	0%	$424.4K	$359.1K	-$65.4K	2026-11-02
Choreo, LLC	INCREASED	41,936	38,160	+3,776	+10%	$376.6K	$350.2K	-$26.5K	2026-10-28
Melfa Wealth Management, Inc.	DECREASED	36,295	42,828	-6,533	-15%	$422.7K	$303.1K	-$119.7K	2026-11-06
AlphaCore Capital LLC	INCREASED	35,730	35,014	+716	+2%	$345.6K	$298.3K	-$47.2K	2026-11-04
HUB Investment Partners, LLC	INCREASED	33,547	29,859	+3,688	+12%	$294.7K	$280.1K	-$14.6K	2026-11-03
Insight Wealth Strategies, LLC	INCREASED	29,145	28,558	+587	+2%	$282.7K	$243.4K	-$39.4K	2026-10-09
Ashton Thomas Private Wealth, LLC	UNCHANGED	27,700	27,700	0	0%	$273.4K	$231.3K	-$42.1K	2026-11-03
Gridiron Partners, LLC	UNCHANGED	27,298	27,298	0	0%	$269.4K	$227.9K	-$41.5K	2026-10-08
StoneX Group Inc.	NEW	24,660	—	+24,660	—	—	$219.8K	—	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	21,392	21,313	+79	+0%	$210.4K	$182.9K	-$27.5K	2026-10-13
Fiera Capital Corp	DECREASED	21,326	160,932	-139,606	-87%	$1.6M	$178.1K	-$1.4M	2026-11-06
BAR Harbor Wealth Management	UNCHANGED	19,795	19,795	0	0%	$195.4K	$165.3K	-$30.1K	2026-10-21
Kercheville Advisors, LLC	UNCHANGED	18,567	18,567	0	0%	$183.3K	$155.0K	-$28.2K	2026-10-19
Formidable Asset Management, LLC	INCREASED	15,000	13,250	+1,750	+13%	$126.0K	$148.1K	+$22.0K	2026-11-03
Retirement Planning Group, LLC	NEW	13,617	—	+13,617	—	—	$113.7K	—	2026-10-19
River Street Advisors LLC	UNCHANGED	12,547	12,547	0	0%	$123.8K	$104.8K	-$19.1K	2026-10-22
Ackerman Capital Advisors, LLC	NEW	12,443	—	+12,443	—	—	$103.9K	—	2026-10-30
Geneos Wealth Management Inc.	INCREASED	11,504	885	+10,619	+1200%	$8.7K	$96.1K	+$87.3K	2026-11-09
Capital Investment Advisors, LLC	DECREASED	11,500	13,500	-2,000	-15%	$133.2K	$96.0K	-$37.2K	2026-10-22
US Bancorp \de\	UNCHANGED	10,918	10,918	0	0%	$107.8K	$91.2K	-$16.6K	2026-11-05
Gill Capital Partners, LLC	UNCHANGED	10,189	10,189	0	0%	$100.6K	$85.1K	-$15.5K	2026-10-13
Tradewinds Capital Management, LLC	UNCHANGED	9,891	9,891	0	0%	$97.6K	$82.6K	-$15.0K	2026-10-23
Spire Wealth Management	NEW	7,409	—	+7,409	—	—	$61.9K	—	2026-10-30
Compass Wealth Management LLC	NEW	6,831	—	+6,831	—	—	$57.0K	—	2026-10-22
Chung Wu Investment Group, LLC	UNCHANGED	3,000	3,000	0	0%	$29.6K	$25.1K	-$4.6K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	DECREASED	2,537	3,855	-1,318	-34%	$38.0K	$21.2K	-$16.9K	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	1,500	1,500	0	0%	$14.8K	$12.5K	-$2.3K	2026-10-19
Buck Wealth Strategies, LLC	NEW	1,487	—	+1,487	—	—	$12.4K	—	2026-10-28
Ascentis Wealth Management, LLC	UNCHANGED	1,151	1,151	0	0%	$11.4K	$9.6K	-$1.8K	2026-11-03
WPG Advisers, LLC	DECREASED	915	1,066	-151	-14%	$10.5K	$7.6K	-$2.9K	2026-10-27
Farther Finance Advisors, LLC	UNCHANGED	886	886	0	0%	$8.7K	$7.4K	-$1.3K	2026-10-08
Hantz Financial Services, Inc.	NEW	469	—	+469	—	—	$4	—	2026-11-09
Fifth Third Bancorp	DECREASED	129	145	-16	-11%	$1.4K	$1.1K	-$354	2026-11-05
Clark Asset Management, LLC	CLOSED	0	26,059	-26,059	-100%	$257.2K	$0	-$257.2K	2026-10-19
Kestra Private Wealth Services, LLC	CLOSED	0	17,664	-17,664	-100%	$174.3K	$0	-$174.3K	2026-11-06
Pinnacle Bancorp, Inc.	CLOSED	0	15,000	-15,000	-100%	$148.1K	$0	-$148.1K	2026-10-21
Worth Asset Management, LLC	CLOSED	0	12,885	-12,885	-100%	$127.2K	$0	-$127.2K	2026-10-07
Collaborative Wealth Managment Inc.	CLOSED	0	11,000	-11,000	-100%	$108.6K	$0	-$108.6K	2026-11-06
Encompass More Asset Management	CLOSED	0	10,410	-10,410	-100%	$102.7K	$0	-$102.7K	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	2,592	-2,592	-100%	$25.7K	$0	-$25.7K	2026-11-02
CoreCap Advisors, LLC	CLOSED	0	1,700	-1,700	-100%	$16.8K	$0	-$16.8K	2026-10-08
Mascoma Wealth Management LLC	CLOSED	0	1,411	-1,411	-100%	$13.9K	$0	-$13.9K	2026-10-23
Tsfg, LLC	CLOSED	0	1,136	-1,136	-100%	$11	$0	-$11	2026-10-23
Assetmark, Inc	CLOSED	0	99	-99	-100%	$977	$0	-$977	2026-10-21
Morgan Stanley	N/A	—	1,711,573	-1,711,573	-100%	$16.9M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	1,703,324	-1,703,324	-100%	$16.8M	—	—	—
Guggenheim Capital LLC	N/A	—	1,380,117	-1,380,117	-100%	$13.6M	—	—	—
UBS Group AG	N/A	—	999,416	-999,416	-100%	$9.9M	—	—	—
Advisors Asset Management, Inc.	N/A	—	869,326	-869,326	-100%	$8.6M	—	—	—
Raymond James Financial Inc	N/A	—	799,317	-799,317	-100%	$7.9M	—	—	—
SIT Investment Associates Inc	N/A	—	623,992	-623,992	-100%	$6.2M	—	—	—
Wells Fargo & Company	N/A	—	613,958	-613,958	-100%	$6.1M	—	—	—
Van Eck Associates Corp	N/A	—	451,018	-451,018	-100%	$4.5M	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	345,925	-345,925	-100%	$3.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	190,532	-190,532	-100%	$1.9M	—	—	—
Royal Bank of Canada	N/A	—	185,817	-185,817	-100%	$1.8M	—	—	—
Stifel Financial Corp	N/A	—	171,832	-171,832	-100%	$1.7M	—	—	—
NewEdge Advisors, LLC	N/A	—	137,771	-137,771	-100%	$1.4M	—	—	—
Planning Alternatives LTD	N/A	—	103,000	-103,000	-100%	$1.0M	—	—	—
Robinson Capital Management, LLC	N/A	—	76,465	-76,465	-100%	$754.7K	—	—	—
Jane Street Group, LLC	N/A	—	75,976	-75,976	-100%	$749.9K	—	—	—
Summit Trail Advisors, LLC	N/A	—	69,850	-69,850	-100%	$689.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	69,010	-69,010	-100%	$681.1K	—	—	—
Bank of America Corp	N/A	—	65,322	-65,322	-100%	$644.7K	—	—	—
Ameriprise Financial Inc	N/A	—	62,987	-62,987	-100%	$616.7K	—	—	—
Invesco Ltd.	N/A	—	60,091	-60,091	-100%	$593.1K	—	—	—
Petra Financial Advisors Inc	N/A	—	58,046	-58,046	-100%	$572.9K	—	—	—
Goldman Sachs Group Inc	N/A	—	51,706	-51,706	-100%	$510.3K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	47,174	-47,174	-100%	$465.6K	—	—	—
Citadel Advisors LLC	N/A	—	42,217	-42,217	-100%	$416.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	40,712	-40,712	-100%	$402.0K	—	—	—
XTX Topco Ltd	N/A	—	37,859	-37,859	-100%	$373.7K	—	—	—
Nuveen, LLC	N/A	—	32,559	-32,559	-100%	$321.4K	—	—	—
Pursuit Wealth Strategies, LLC	N/A	—	32,081	-32,081	-100%	$316.6K	—	—	—
Alaska Wealth Advisors, LLC	N/A	—	28,550	-28,550	-100%	$281.8K	—	—	—
Harbour Investments, Inc.	N/A	—	28,352	-28,352	-100%	$279.8K	—	—	—
Brown Advisory Inc	N/A	—	26,761	-26,761	-100%	$264.1K	—	—	—
Cetera Investment Advisers	N/A	—	26,436	-26,436	-100%	$260.9K	—	—	—
Rothschild Investment LLC	N/A	—	26,348	-26,348	-100%	$260.1K	—	—	—
Baird Financial Group, Inc.	N/A	—	24,737	-24,737	-100%	$244.2K	—	—	—
Shufro Rose & Co LLC	N/A	—	20,500	-20,500	-100%	$202.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	19,870	-19,870	-100%	$196.1K	—	—	—
Focus Partners Wealth	N/A	—	16,363	-16,363	-100%	$161.5K	—	—	—
Hollencrest Capital Management	N/A	—	15,411	-15,411	-100%	$152.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	14,925	-14,925	-100%	$147.3K	—	—	—
Virtu Financial LLC	N/A	—	14,845	-14,845	-100%	$147.0K	—	—	—
&partners	N/A	—	14,661	-14,661	-100%	$144.7K	—	—	—
Cresset Asset Management, LLC	N/A	—	14,400	-14,400	-100%	$142.1K	—	—	—
Private Advisor Group, LLC	N/A	—	14,078	-14,078	-100%	$139.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	13,671	-13,671	-100%	$134.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	13,650	-13,650	-100%	$134.7K	—	—	—
BFC Planning, Inc.	N/A	—	13,650	-13,650	-100%	$134.7K	—	—	—
Berkeley Capital Partners, LLC	N/A	—	12,387	-12,387	-100%	$122.3K	—	—	—
Benjamin Edwards Inc	N/A	—	11,191	-11,191	-100%	$110.5K	—	—	—
Mariner, LLC	N/A	—	10,419	-10,419	-100%	$102.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	9,433	-9,433	-100%	$93.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	7,148	-7,148	-100%	$70.5K	—	—	—
Penserra Capital Management LLC	N/A	—	4,470	-4,470	-100%	$44.0K	—	—	—
Clear Street Group Inc.	N/A	—	4,325	-4,325	-100%	$42.7K	—	—	—
Ancora Advisors LLCA	N/A	—	2,979	-2,979	-100%	$29.4K	—	—	—
Vision Retirement, LLC	N/A	—	2,567	-2,567	-100%	$25.3K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	445	-445	-100%	$4.4K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	254	-254	-100%	$2.5K	—	—	—
Operose Advisors LLC	N/A	—	167	-167	-100%	$1.6K	—	—	—
IMA Advisory Services, Inc.	N/A	—	164	-164	-100%	$1.6K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$10	—	—	—

Showing 119 of 119 institutions