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Invesco Bulletshares 2024 HY (BSJO)

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
DECREASED
Shares1,000 from 97,461
Change-96,461 (-99%)
Value$22.7K (-$2.2M)
Filed 2025-02-04
Mattson Financial Services, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$2.2K ($0)
Filed 2025-03-10
Mirador Capital Partners LP
CLOSED
Shares0 from 1,721,843
Change-1,721,843 (-100%)
Value$0 (-$39.1M)
Filed 2025-01-15
Morgan Stanley
CLOSED
Shares0 from 1,067,793
Change-1,067,793 (-100%)
Value$0 (-$24.3M)
Filed 2025-05-15
Cetera Investment Advisers
CLOSED
Shares0 from 753,454
Change-753,454 (-100%)
Value$0 (-$17.1M)
Filed 2025-02-14
Envestnet Asset Management Inc
CLOSED
Shares0 from 633,868
Change-633,868 (-100%)
Value$0 (-$14.4M)
Filed 2025-02-13
LPL Financial LLC
CLOSED
Shares0 from 630,600
Change-630,600 (-100%)
Value$0 (-$14.3M)
Filed 2025-02-11
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 576,131
Change-576,131 (-100%)
Value$0 (-$13.1M)
Filed 2025-02-13
CWM, LLC
CLOSED
Shares0 from 441,953
Change-441,953 (-100%)
Value$0 (-$10.0K)
Filed 2025-02-04
Wells Fargo & Company
CLOSED
Shares0 from 436,437
Change-436,437 (-100%)
Value$0 (-$9.9M)
Filed 2025-02-13
Milestone Asset Management, LLC
CLOSED
Shares0 from 412,337
Change-412,337 (-100%)
Value$0 (-$9.4M)
Filed 2025-01-23
Advisory Alpha, LLC
CLOSED
Shares0 from 394,339
Change-394,339 (-100%)
Value$0 (-$9.0M)
Filed 2025-01-17
Asset Dedication, LLC
CLOSED
Shares0 from 349,850
Change-349,850 (-100%)
Value$0 (-$7.9M)
Filed 2025-01-23
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 331,044
Change-331,044 (-100%)
Value$0 (-$7.5M)
Filed 2025-02-14
Intrua Financial, LLC
CLOSED
Shares0 from 321,102
Change-321,102 (-100%)
Value$0 (-$7.3M)
Filed 2025-05-28
Kaye Capital Management
CLOSED
Shares0 from 278,130
Change-278,130 (-100%)
Value$0 (-$6.3M)
Filed 2025-01-15
Janney Montgomery Scott LLC
CLOSED
Shares0 from 218,021
Change-218,021 (-100%)
Value$0 (-$5.0K)
Filed 2025-01-17
GTS Securities LLC
CLOSED
Shares0 from 213,132
Change-213,132 (-100%)
Value$0 (-$4.8M)
Filed 2025-02-18
Thrivent Financial for Lutherans
CLOSED
Shares0 from 208,536
Change-208,536 (-100%)
Value$0 (-$4.7K)
Filed 2025-02-10
Susquehanna International Group, LLP
CLOSED
Shares0 from 183,126
Change-183,126 (-100%)
Value$0 (-$4.2M)
Filed 2025-02-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 179,020
Change-179,020 (-100%)
Value$0 (-$4.1K)
Filed 2025-02-10
Oder Investment Management, LLC
CLOSED
Shares0 from 163,463
Change-163,463 (-100%)
Value$0 (-$3.7M)
Filed 2025-02-13
Verity Asset Management, Inc.
CLOSED
Shares0 from 157,026
Change-157,026 (-100%)
Value$0 (-$3.6M)
Filed 2025-01-27
Evexia Wealth LLC
CLOSED
Shares0 from 139,780
Change-139,780 (-100%)
Value$0 (-$3.2M)
Filed 2025-02-13
Tyler-Stone Wealth Management
CLOSED
Shares0 from 134,845
Change-134,845 (-100%)
Value$0 (-$3.1M)
Filed 2025-02-12
UBS Group AG
CLOSED
Shares0 from 133,844
Change-133,844 (-100%)
Value$0 (-$3.0M)
Filed 2025-02-14
Prospera Financial Services Inc
CLOSED
Shares0 from 133,621
Change-133,621 (-100%)
Value$0 (-$3.0M)
Filed 2025-02-13
Kestra Advisory Services, LLC
CLOSED
Shares0 from 120,918
Change-120,918 (-100%)
Value$0 (-$2.7M)
Filed 2025-02-10
OneDigital Investment Advisors LLC
CLOSED
Shares0 from 119,196
Change-119,196 (-100%)
Value$0 (-$2.7M)
Filed 2025-02-13
Capital Analysts, LLC
CLOSED
Shares0 from 109,734
Change-109,734 (-100%)
Value$0 (-$2.5K)
Filed 2025-02-14
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 103,954
Change-103,954 (-100%)
Value$0 (-$2.4K)
Filed 2025-02-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 103,610
Change-103,610 (-100%)
Value$0 (-$2.4M)
Filed 2025-06-06
Northwest Bancshares, Inc.
CLOSED
Shares0 from 102,909
Change-102,909 (-100%)
Value$0 (-$2.3M)
Filed 2025-02-12
Paradiem, LLC
CLOSED
Shares0 from 101,836
Change-101,836 (-100%)
Value$0 (-$2.3M)
Filed 2025-01-17
Horizons Wealth Management
CLOSED
Shares0 from 99,114
Change-99,114 (-100%)
Value$0 (-$2.3M)
Filed 2025-01-07
Stifel Financial Corp
CLOSED
Shares0 from 91,830
Change-91,830 (-100%)
Value$0 (-$2.1M)
Filed 2025-02-13
S.E.E.D. Planning Group LLC
CLOSED
Shares0 from 86,908
Change-86,908 (-100%)
Value$0 (-$2.0M)
Filed 2025-01-14
JPMorgan Chase & Co
CLOSED
Shares0 from 85,928
Change-85,928 (-100%)
Value$0 (-$2.0M)
Filed 2025-02-12
Pacific Wealth Strategies Group, Inc.
CLOSED
Shares0 from 83,734
Change-83,734 (-100%)
Value$0 (-$1.9M)
Filed 2025-01-28
MML Investors Services, LLC
CLOSED
Shares0 from 83,232
Change-83,232 (-100%)
Value$0 (-$1.9K)
Filed 2025-02-13
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 78,617
Change-78,617 (-100%)
Value$0 (-$1.8M)
Filed 2025-02-13
Rebalance, LLC
CLOSED
Shares0 from 78,161
Change-78,161 (-100%)
Value$0 (-$1.8M)
Filed 2025-02-07
Werba Rubin Papier Wealth Management
CLOSED
Shares0 from 76,267
Change-76,267 (-100%)
Value$0 (-$1.7M)
Filed 2025-02-03
Invesco Ltd.
CLOSED
Shares0 from 71,773
Change-71,773 (-100%)
Value$0 (-$1.6M)
Filed 2025-02-13
Jane Street Group, LLC
CLOSED
Shares0 from 71,527
Change-71,527 (-100%)
Value$0 (-$1.6M)
Filed 2025-02-14
AA Financial Advisors, LLC
CLOSED
Shares0 from 71,133
Change-71,133 (-100%)
Value$0 (-$1.6M)
Filed 2025-01-23
MGO One Seven LLC
CLOSED
Shares0 from 69,390
Change-69,390 (-100%)
Value$0 (-$1.6M)
Filed 2025-02-14
Private Advisor Group, LLC
CLOSED
Shares0 from 67,620
Change-67,620 (-100%)
Value$0 (-$1.5M)
Filed 2025-02-03
Royal Bank of Canada
CLOSED
Shares0 from 65,411
Change-65,411 (-100%)
Value$0 (-$1.5M)
Filed 2025-02-14
Harbour Investments, Inc.
CLOSED
Shares0 from 61,124
Change-61,124 (-100%)
Value$0 (-$1.4M)
Filed 2025-02-10
NewEdge Advisors, LLC
CLOSED
Shares0 from 61,012
Change-61,012 (-100%)
Value$0 (-$1.4M)
Filed 2025-02-13
Leo Wealth, LLC
CLOSED
Shares0 from 59,422
Change-59,422 (-100%)
Value$0 (-$1.4M)
Filed 2025-01-28
Blue Barn Wealth, LLC
CLOSED
Shares0 from 57,496
Change-57,496 (-100%)
Value$0 (-$1.3M)
Filed 2025-02-06
Ballew Advisors, Inc
CLOSED
Shares0 from 55,928
Change-55,928 (-100%)
Value$0 (-$1.3M)
Filed 2025-01-15
Atria Wealth Solutions, Inc.
CLOSED
Shares0 from 48,115
Change-48,115 (-100%)
Value$0 (-$1.1M)
Filed 2025-01-31
Sound Stewardship, LLC
CLOSED
Shares0 from 47,252
Change-47,252 (-100%)
Value$0 (-$1.1M)
Filed 2025-01-22
Retirement Solution LLC
CLOSED
Shares0 from 45,457
Change-45,457 (-100%)
Value$0 (-$1.0M)
Filed 2025-02-07
Masso Torrence Wealth Management Inc.
CLOSED
Shares0 from 43,902
Change-43,902 (-100%)
Value$0 (-$997.5K)
Filed 2025-01-23
Compound Planning, Inc.
CLOSED
Shares0 from 43,863
Change-43,863 (-100%)
Value$0 (-$996.6K)
Filed 2025-01-17
Brown Advisory Inc
CLOSED
Shares0 from 39,118
Change-39,118 (-100%)
Value$0 (-$888.8K)
Filed 2025-02-14
Gradient Investments LLC
CLOSED
Shares0 from 36,205
Change-36,205 (-100%)
Value$0 (-$822.6K)
Filed 2025-01-21
4Thought Financial Group Inc.
CLOSED
Shares0 from 36,180
Change-36,180 (-100%)
Value$0 (-$822.0K)
Filed 2025-01-31
Brookstone Capital Management
CLOSED
Shares0 from 36,140
Change-36,140 (-100%)
Value$0 (-$821.1K)
Filed 2025-01-13
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 35,119
Change-35,119 (-100%)
Value$0 (-$797.9K)
Filed 2025-03-17
Key FInancial Inc
CLOSED
Shares0 from 34,154
Change-34,154 (-100%)
Value$0 (-$776.0K)
Filed 2025-01-31
Ameriprise Financial Inc
CLOSED
Shares0 from 34,152
Change-34,152 (-100%)
Value$0 (-$775.9K)
Filed 2025-02-14
Globalt Investments LLC / GA
CLOSED
Shares0 from 33,224
Change-33,224 (-100%)
Value$0 (-$754.8K)
Filed 2025-02-10
SFE Investment Counsel
CLOSED
Shares0 from 32,564
Change-32,564 (-100%)
Value$0 (-$739.9K)
Filed 2025-01-30
WealthBridge Capital Management, LLC
CLOSED
Shares0 from 32,235
Change-32,235 (-100%)
Value$0 (-$732.4K)
Filed 2025-02-03
Diversify Advisory Services, LLC
CLOSED
Shares0 from 31,960
Change-31,960 (-100%)
Value$0 (-$722.9K)
Filed 2025-01-16
Wealthspire Retirement, LLC
CLOSED
Shares0 from 31,576
Change-31,576 (-100%)
Value$0 (-$717.4K)
Filed 2025-02-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 30,026
Change-30,026 (-100%)
Value$0 (-$682.2K)
Filed 2025-01-22
Mercer Global Advisors Inc
CLOSED
Shares0 from 29,998
Change-29,998 (-100%)
Value$0 (-$681.5K)
Filed 2025-02-14
Stablepoint Partners, LLC
CLOSED
Shares0 from 29,816
Change-29,816 (-100%)
Value$0 (-$677.4K)
Filed 2025-01-21
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 29,784
Change-29,784 (-100%)
Value$0 (-$676.5K)
Filed 2025-02-13
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 29,458
Change-29,458 (-100%)
Value$0 (-$669.3K)
Filed 2025-01-27
Geneos Wealth Management Inc.
CLOSED
Shares0 from 29,407
Change-29,407 (-100%)
Value$0 (-$668.1K)
Filed 2025-01-21
Insight Wealth Partners, LLC
CLOSED
Shares0 from 29,049
Change-29,049 (-100%)
Value$0 (-$660.0K)
Filed 2025-02-14
Founders Financial Securities LLC
CLOSED
Shares0 from 27,133
Change-27,133 (-100%)
Value$0 (-$616.5K)
Filed 2025-02-10
Foundations Investment Advisors, LLC
CLOSED
Shares0 from 26,747
Change-26,747 (-100%)
Value$0 (-$607.7K)
Filed 2025-01-22
Kovack Advisors, Inc.
CLOSED
Shares0 from 26,160
Change-26,160 (-100%)
Value$0 (-$594.4K)
Filed 2025-02-05
CRA Financial Services, LLC
CLOSED
Shares0 from 25,164
Change-25,164 (-100%)
Value$0 (-$571.7K)
Filed 2025-01-31
Flaharty Asset Management, LLC
CLOSED
Shares0 from 24,015
Change-24,015 (-100%)
Value$0 (-$545.6K)
Filed 2025-02-05
Farther Finance Advisors, LLC
CLOSED
Shares0 from 23,788
Change-23,788 (-100%)
Value$0 (-$540.5K)
Filed 2025-02-10
BCS Wealth Management
CLOSED
Shares0 from 23,030
Change-23,030 (-100%)
Value$0 (-$523)
Filed 2025-01-13
Mutual Advisors, LLC
CLOSED
Shares0 from 22,952
Change-22,952 (-100%)
Value$0 (-$519.4K)
Filed 2025-01-17
Park Avenue Securities LLC
CLOSED
Shares0 from 22,085
Change-22,085 (-100%)
Value$0 (-$502)
Filed 2025-01-14
Private Advisory Group LLC
CLOSED
Shares0 from 22,067
Change-22,067 (-100%)
Value$0 (-$501.4K)
Filed 2025-04-11
Koss-Olinger Consulting, LLC
CLOSED
Shares0 from 20,764
Change-20,764 (-100%)
Value$0 (-$472.0K)
Filed 2025-02-11
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 20,128
Change-20,128 (-100%)
Value$0 (-$457.3K)
Filed 2025-01-28
Jones Financial Companies Lllp
CLOSED
Shares0 from 17,920
Change-17,920 (-100%)
Value$0 (-$407.0K)
Filed 2025-02-06
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 16,708
Change-16,708 (-100%)
Value$0 (-$379.6K)
Filed 2025-01-14
Straight Path Wealth Management
CLOSED
Shares0 from 16,451
Change-16,451 (-100%)
Value$0 (-$373.8K)
Filed 2025-02-06
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 15,766
Change-15,766 (-100%)
Value$0 (-$358.2K)
Filed 2025-01-31
Voisard Asset Management Group, Inc.
CLOSED
Shares0 from 15,670
Change-15,670 (-100%)
Value$0 (-$356.0K)
Filed 2025-02-07
Wespac Advisors, LLC
CLOSED
Shares0 from 15,509
Change-15,509 (-100%)
Value$0 (-$352.4K)
Filed 2025-02-04
RFG Advisory, LLC
CLOSED
Shares0 from 15,414
Change-15,414 (-100%)
Value$0 (-$350.2K)
Filed 2025-01-21
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 15,083
Change-15,083 (-100%)
Value$0 (-$342.7K)
Filed 2025-01-28
Stephens Inc
CLOSED
Shares0 from 14,635
Change-14,635 (-100%)
Value$0 (-$332.5K)
Filed 2025-01-28
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 14,582
Change-14,582 (-100%)
Value$0 (-$331.4K)
Filed 2025-02-25
Larson Financial Group LLC
CLOSED
Shares0 from 14,533
Change-14,533 (-100%)
Value$0 (-$330.2K)
Filed 2025-02-07
Patton Albertson Miller Group, LLC
CLOSED
Shares0 from 13,980
Change-13,980 (-100%)
Value$0 (-$317.6K)
Filed 2025-01-21
Arete Wealth Advisors, LLC
CLOSED
Shares0 from 13,887
Change-13,887 (-100%)
Value$0 (-$316)
Filed 2025-02-12
Iron Financial LLC
CLOSED
Shares0 from 13,571
Change-13,571 (-100%)
Value$0 (-$308.3K)
Filed 2025-01-22
Net Worth Advisory Group
CLOSED
Shares0 from 13,083
Change-13,083 (-100%)
Value$0 (-$297.2K)
Filed 2025-02-07
HUB Investment Partners, LLC
CLOSED
Shares0 from 13,066
Change-13,066 (-100%)
Value$0 (-$296.9K)
Filed 2025-02-11
Western Wealth Management, LLC
CLOSED
Shares0 from 12,430
Change-12,430 (-100%)
Value$0 (-$282.4K)
Filed 2025-04-16
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 12,147
Change-12,147 (-100%)
Value$0 (-$276.0K)
Filed 2025-02-06
Meridian Financial Advisors, LLC
CLOSED
Shares0 from 12,094
Change-12,094 (-100%)
Value$0 (-$274.8K)
Filed 2025-01-15
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 12,033
Change-12,033 (-100%)
Value$0 (-$273.4K)
Filed 2025-01-22
AQR Capital Management LLC
CLOSED
Shares0 from 12,003
Change-12,003 (-100%)
Value$0 (-$272.7K)
Filed 2025-02-14
CoreCap Advisors, LLC
CLOSED
Shares0 from 11,738
Change-11,738 (-100%)
Value$0 (-$266.7K)
Filed 2025-02-14
Leavell Investment Management, Inc.
CLOSED
Shares0 from 11,498
Change-11,498 (-100%)
Value$0 (-$261.2K)
Filed 2025-01-29
Horizon Financial Services, LLC
CLOSED
Shares0 from 11,074
Change-11,074 (-100%)
Value$0 (-$251.6K)
Filed 2025-02-12
Mariner, LLC
CLOSED
Shares0 from 10,625
Change-10,625 (-100%)
Value$0 (-$241.4K)
Filed 2025-02-13
Transcend Capital Advisors, LLC
CLOSED
Shares0 from 10,500
Change-10,500 (-100%)
Value$0 (-$238.6K)
Filed 2025-02-03
Evanson Asset Management, LLC
CLOSED
Shares0 from 10,060
Change-10,060 (-100%)
Value$0 (-$228.6K)
Filed 2025-01-16
Citadel Advisors LLC
CLOSED
Shares0 from 9,418
Change-9,418 (-100%)
Value$0 (-$214.0K)
Filed 2025-02-14
H D Vest Advisory Services
CLOSED
Shares0 from 9,138
Change-9,138 (-100%)
Value$0 (-$207.6K)
Filed 2025-02-10
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 9,138
Change-9,138 (-100%)
Value$0 (-$207.6K)
Filed 2025-02-12
Ti-Trust, Inc
CLOSED
Shares0 from 8,940
Change-8,940 (-100%)
Value$0 (-$203.1K)
Filed 2025-01-22
Carmel Capital Partners, LLC
CLOSED
Shares0 from 8,850
Change-8,850 (-100%)
Value$0 (-$201.1K)
Filed 2025-02-06
Gamma Investing LLC
CLOSED
Shares0 from 6,482
Change-6,482 (-100%)
Value$0 (-$147.3K)
Filed 2025-01-03
Comerica Bank
CLOSED
Shares0 from 4,927
Change-4,927 (-100%)
Value$0 (-$111.9K)
Filed 2025-02-14
Hobbs Group Advisors, LLC
CLOSED
Shares0 from 3,487
Change-3,487 (-100%)
Value$0 (-$79.2K)
Filed 2025-02-12
Global Retirement Partners, LLC
CLOSED
Shares0 from 3,035
Change-3,035 (-100%)
Value$0 (-$69.0K)
Filed 2025-01-31
Cbiz Investment Advisory Services, LLC
CLOSED
Shares0 from 2,792
Change-2,792 (-100%)
Value$0 (-$63.5K)
Filed 2025-02-10
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 2,291
Change-2,291 (-100%)
Value$0 (-$52.1K)
Filed 2025-02-11
Avior Wealth Management, LLC
CLOSED
Shares0 from 2,169
Change-2,169 (-100%)
Value$0 (-$49.3K)
Filed 2025-01-17
Migdal Insurance & Financial Holdings Ltd.
CLOSED
Shares0 from 1,220
Change-1,220 (-100%)
Value$0 (-$28)
Filed 2025-01-28
Principal Securities, Inc.
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$18.4K)
Filed 2025-01-30
Atwood & Palmer Inc
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$14.8K)
Filed 2025-01-16
Bokf, NA
CLOSED
Shares0 from 566
Change-566 (-100%)
Value$0 (-$12.9K)
Filed 2025-02-14
Householder Group Estate & Retirement Specialist, LLC
CLOSED
Shares0 from 395
Change-395 (-100%)
Value$0 (-$8)
Filed 2025-01-15
Private Trust Co NA
CLOSED
Shares0 from 382
Change-382 (-100%)
Value$0 (-$8.7K)
Filed 2025-02-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$7.2K)
Filed 2025-01-13
Aspect Partners, LLC
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$6.3K)
Filed 2025-02-03
Independence Bank of Kentucky
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$3.0K)
Filed 2025-01-24
FMR LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$727)
Filed 2026-11-05
Missouri Trust & Investment Co
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$500)
Filed 2025-01-17
Reston Wealth Management LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$15)
Filed 2025-01-23
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-02-13
Raymond James & Associates
N/A
Shares— from 164,899
Change-164,899 (-100%)
Value—
Raymond James Financial Services Advisors, Inc.
N/A
Shares— from 91,695
Change-91,695 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 21,123
Change-21,123 (-100%)
Value—
American Planning Services, Inc.
N/A
Shares— from 14,689
Change-14,689 (-100%)
Value—
Status
IFP Advisors, Inc
DECREASED1,00097,461-96,461-99%$2.2M$22.7K-$2.2M2025-02-04
Mattson Financial Services, LLC
UNCHANGED969600%$2.2K$2.2K$02025-03-10
Mirador Capital Partners LP
CLOSED01,721,843-1,721,843-100%$39.1M$0-$39.1M2025-01-15
Morgan Stanley
CLOSED01,067,793-1,067,793-100%$24.3M$0-$24.3M2025-05-15
Cetera Investment Advisers
CLOSED0753,454-753,454-100%$17.1M$0-$17.1M2025-02-14
Envestnet Asset Management Inc
CLOSED0633,868-633,868-100%$14.4M$0-$14.4M2025-02-13
LPL Financial LLC
CLOSED0630,600-630,600-100%$14.3M$0-$14.3M2025-02-11
United Capital Financial Advisors, LLC
CLOSED0576,131-576,131-100%$13.1M$0-$13.1M2025-02-13
CWM, LLC
CLOSED0441,953-441,953-100%$10.0K$0-$10.0K2025-02-04
Wells Fargo & Company
CLOSED0436,437-436,437-100%$9.9M$0-$9.9M2025-02-13
Milestone Asset Management, LLC
CLOSED0412,337-412,337-100%$9.4M$0-$9.4M2025-01-23
Advisory Alpha, LLC
CLOSED0394,339-394,339-100%$9.0M$0-$9.0M2025-01-17
Asset Dedication, LLC
CLOSED0349,850-349,850-100%$7.9M$0-$7.9M2025-01-23
Integrated Wealth Concepts LLC
CLOSED0331,044-331,044-100%$7.5M$0-$7.5M2025-02-14
Intrua Financial, LLC
CLOSED0321,102-321,102-100%$7.3M$0-$7.3M2025-05-28
Kaye Capital Management
CLOSED0278,130-278,130-100%$6.3M$0-$6.3M2025-01-15
Janney Montgomery Scott LLC
CLOSED0218,021-218,021-100%$5.0K$0-$5.0K2025-01-17
GTS Securities LLC
CLOSED0213,132-213,132-100%$4.8M$0-$4.8M2025-02-18
Thrivent Financial for Lutherans
CLOSED0208,536-208,536-100%$4.7K$0-$4.7K2025-02-10
Susquehanna International Group, LLP
CLOSED0183,126-183,126-100%$4.2M$0-$4.2M2025-02-14
Commonwealth Equity Services, LLC
CLOSED0179,020-179,020-100%$4.1K$0-$4.1K2025-02-10
Oder Investment Management, LLC
CLOSED0163,463-163,463-100%$3.7M$0-$3.7M2025-02-13
Verity Asset Management, Inc.
CLOSED0157,026-157,026-100%$3.6M$0-$3.6M2025-01-27
Evexia Wealth LLC
CLOSED0139,780-139,780-100%$3.2M$0-$3.2M2025-02-13
Tyler-Stone Wealth Management
CLOSED0134,845-134,845-100%$3.1M$0-$3.1M2025-02-12
UBS Group AG
CLOSED0133,844-133,844-100%$3.0M$0-$3.0M2025-02-14
Prospera Financial Services Inc
CLOSED0133,621-133,621-100%$3.0M$0-$3.0M2025-02-13
Kestra Advisory Services, LLC
CLOSED0120,918-120,918-100%$2.7M$0-$2.7M2025-02-10
OneDigital Investment Advisors LLC
CLOSED0119,196-119,196-100%$2.7M$0-$2.7M2025-02-13
Capital Analysts, LLC
CLOSED0109,734-109,734-100%$2.5K$0-$2.5K2025-02-14
Cambridge Investment Research Advisors, Inc.
CLOSED0103,954-103,954-100%$2.4K$0-$2.4K2025-02-14
Osaic Holdings, Inc.
CLOSED0103,610-103,610-100%$2.4M$0-$2.4M2025-06-06
Northwest Bancshares, Inc.
CLOSED0102,909-102,909-100%$2.3M$0-$2.3M2025-02-12
Paradiem, LLC
CLOSED0101,836-101,836-100%$2.3M$0-$2.3M2025-01-17
Horizons Wealth Management
CLOSED099,114-99,114-100%$2.3M$0-$2.3M2025-01-07
Stifel Financial Corp
CLOSED091,830-91,830-100%$2.1M$0-$2.1M2025-02-13
S.E.E.D. Planning Group LLC
CLOSED086,908-86,908-100%$2.0M$0-$2.0M2025-01-14
JPMorgan Chase & Co
CLOSED085,928-85,928-100%$2.0M$0-$2.0M2025-02-12
Pacific Wealth Strategies Group, Inc.
CLOSED083,734-83,734-100%$1.9M$0-$1.9M2025-01-28
MML Investors Services, LLC
CLOSED083,232-83,232-100%$1.9K$0-$1.9K2025-02-13
Glass Jacobson Investment Advisors llc
CLOSED078,617-78,617-100%$1.8M$0-$1.8M2025-02-13
Rebalance, LLC
CLOSED078,161-78,161-100%$1.8M$0-$1.8M2025-02-07
Werba Rubin Papier Wealth Management
CLOSED076,267-76,267-100%$1.7M$0-$1.7M2025-02-03
Invesco Ltd.
CLOSED071,773-71,773-100%$1.6M$0-$1.6M2025-02-13
Jane Street Group, LLC
CLOSED071,527-71,527-100%$1.6M$0-$1.6M2025-02-14
AA Financial Advisors, LLC
CLOSED071,133-71,133-100%$1.6M$0-$1.6M2025-01-23
MGO One Seven LLC
CLOSED069,390-69,390-100%$1.6M$0-$1.6M2025-02-14
Private Advisor Group, LLC
CLOSED067,620-67,620-100%$1.5M$0-$1.5M2025-02-03
Royal Bank of Canada
CLOSED065,411-65,411-100%$1.5M$0-$1.5M2025-02-14
Harbour Investments, Inc.
CLOSED061,124-61,124-100%$1.4M$0-$1.4M2025-02-10
NewEdge Advisors, LLC
CLOSED061,012-61,012-100%$1.4M$0-$1.4M2025-02-13
Leo Wealth, LLC
CLOSED059,422-59,422-100%$1.4M$0-$1.4M2025-01-28
Blue Barn Wealth, LLC
CLOSED057,496-57,496-100%$1.3M$0-$1.3M2025-02-06
Ballew Advisors, Inc
CLOSED055,928-55,928-100%$1.3M$0-$1.3M2025-01-15
Atria Wealth Solutions, Inc.
CLOSED048,115-48,115-100%$1.1M$0-$1.1M2025-01-31
Sound Stewardship, LLC
CLOSED047,252-47,252-100%$1.1M$0-$1.1M2025-01-22
Retirement Solution LLC
CLOSED045,457-45,457-100%$1.0M$0-$1.0M2025-02-07
Masso Torrence Wealth Management Inc.
CLOSED043,902-43,902-100%$997.5K$0-$997.5K2025-01-23
Compound Planning, Inc.
CLOSED043,863-43,863-100%$996.6K$0-$996.6K2025-01-17
Brown Advisory Inc
CLOSED039,118-39,118-100%$888.8K$0-$888.8K2025-02-14
Gradient Investments LLC
CLOSED036,205-36,205-100%$822.6K$0-$822.6K2025-01-21
4Thought Financial Group Inc.
CLOSED036,180-36,180-100%$822.0K$0-$822.0K2025-01-31
Brookstone Capital Management
CLOSED036,140-36,140-100%$821.1K$0-$821.1K2025-01-13
Wealth Enhancement Advisory Services, LLC
CLOSED035,119-35,119-100%$797.9K$0-$797.9K2025-03-17
Key FInancial Inc
CLOSED034,154-34,154-100%$776.0K$0-$776.0K2025-01-31
Ameriprise Financial Inc
CLOSED034,152-34,152-100%$775.9K$0-$775.9K2025-02-14
Globalt Investments LLC / GA
CLOSED033,224-33,224-100%$754.8K$0-$754.8K2025-02-10
SFE Investment Counsel
CLOSED032,564-32,564-100%$739.9K$0-$739.9K2025-01-30
WealthBridge Capital Management, LLC
CLOSED032,235-32,235-100%$732.4K$0-$732.4K2025-02-03
Diversify Advisory Services, LLC
CLOSED031,960-31,960-100%$722.9K$0-$722.9K2025-01-16
Wealthspire Retirement, LLC
CLOSED031,576-31,576-100%$717.4K$0-$717.4K2025-02-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED030,026-30,026-100%$682.2K$0-$682.2K2025-01-22
Mercer Global Advisors Inc
CLOSED029,998-29,998-100%$681.5K$0-$681.5K2025-02-14
Stablepoint Partners, LLC
CLOSED029,816-29,816-100%$677.4K$0-$677.4K2025-01-21
TD Waterhouse Canada Inc.
CLOSED029,784-29,784-100%$676.5K$0-$676.5K2025-02-13
Stratos Wealth Partners, Ltd.
CLOSED029,458-29,458-100%$669.3K$0-$669.3K2025-01-27
Geneos Wealth Management Inc.
CLOSED029,407-29,407-100%$668.1K$0-$668.1K2025-01-21
Insight Wealth Partners, LLC
CLOSED029,049-29,049-100%$660.0K$0-$660.0K2025-02-14
Founders Financial Securities LLC
CLOSED027,133-27,133-100%$616.5K$0-$616.5K2025-02-10
Foundations Investment Advisors, LLC
CLOSED026,747-26,747-100%$607.7K$0-$607.7K2025-01-22
Kovack Advisors, Inc.
CLOSED026,160-26,160-100%$594.4K$0-$594.4K2025-02-05
CRA Financial Services, LLC
CLOSED025,164-25,164-100%$571.7K$0-$571.7K2025-01-31
Flaharty Asset Management, LLC
CLOSED024,015-24,015-100%$545.6K$0-$545.6K2025-02-05
Farther Finance Advisors, LLC
CLOSED023,788-23,788-100%$540.5K$0-$540.5K2025-02-10
BCS Wealth Management
CLOSED023,030-23,030-100%$523$0-$5232025-01-13
Mutual Advisors, LLC
CLOSED022,952-22,952-100%$519.4K$0-$519.4K2025-01-17
Park Avenue Securities LLC
CLOSED022,085-22,085-100%$502$0-$5022025-01-14
Private Advisory Group LLC
CLOSED022,067-22,067-100%$501.4K$0-$501.4K2025-04-11
Koss-Olinger Consulting, LLC
CLOSED020,764-20,764-100%$472.0K$0-$472.0K2025-02-11
AlphaStar Capital Management, LLC
CLOSED020,128-20,128-100%$457.3K$0-$457.3K2025-01-28
Jones Financial Companies Lllp
CLOSED017,920-17,920-100%$407.0K$0-$407.0K2025-02-06
Quad-Cities Investment Group, LLC
CLOSED016,708-16,708-100%$379.6K$0-$379.6K2025-01-14
Straight Path Wealth Management
CLOSED016,451-16,451-100%$373.8K$0-$373.8K2025-02-06
J.W. Cole Advisors, Inc.
CLOSED015,766-15,766-100%$358.2K$0-$358.2K2025-01-31
Voisard Asset Management Group, Inc.
CLOSED015,670-15,670-100%$356.0K$0-$356.0K2025-02-07
Wespac Advisors, LLC
CLOSED015,509-15,509-100%$352.4K$0-$352.4K2025-02-04
RFG Advisory, LLC
CLOSED015,414-15,414-100%$350.2K$0-$350.2K2025-01-21
Kestra Private Wealth Services, LLC
CLOSED015,083-15,083-100%$342.7K$0-$342.7K2025-01-28
Stephens Inc
CLOSED014,635-14,635-100%$332.5K$0-$332.5K2025-01-28
B. Riley Wealth Advisors, Inc.
CLOSED014,582-14,582-100%$331.4K$0-$331.4K2025-02-25
Larson Financial Group LLC
CLOSED014,533-14,533-100%$330.2K$0-$330.2K2025-02-07
Patton Albertson Miller Group, LLC
CLOSED013,980-13,980-100%$317.6K$0-$317.6K2025-01-21
Arete Wealth Advisors, LLC
CLOSED013,887-13,887-100%$316$0-$3162025-02-12
Iron Financial LLC
CLOSED013,571-13,571-100%$308.3K$0-$308.3K2025-01-22
Net Worth Advisory Group
CLOSED013,083-13,083-100%$297.2K$0-$297.2K2025-02-07
HUB Investment Partners, LLC
CLOSED013,066-13,066-100%$296.9K$0-$296.9K2025-02-11
Western Wealth Management, LLC
CLOSED012,430-12,430-100%$282.4K$0-$282.4K2025-04-16
Steward Partners Investment Advisory, LLC
CLOSED012,147-12,147-100%$276.0K$0-$276.0K2025-02-06
Meridian Financial Advisors, LLC
CLOSED012,094-12,094-100%$274.8K$0-$274.8K2025-01-15
Tennessee Valley Asset Management Partners
CLOSED012,033-12,033-100%$273.4K$0-$273.4K2025-01-22
AQR Capital Management LLC
CLOSED012,003-12,003-100%$272.7K$0-$272.7K2025-02-14
CoreCap Advisors, LLC
CLOSED011,738-11,738-100%$266.7K$0-$266.7K2025-02-14
Leavell Investment Management, Inc.
CLOSED011,498-11,498-100%$261.2K$0-$261.2K2025-01-29
Horizon Financial Services, LLC
CLOSED011,074-11,074-100%$251.6K$0-$251.6K2025-02-12
Mariner, LLC
CLOSED010,625-10,625-100%$241.4K$0-$241.4K2025-02-13
Transcend Capital Advisors, LLC
CLOSED010,500-10,500-100%$238.6K$0-$238.6K2025-02-03
Evanson Asset Management, LLC
CLOSED010,060-10,060-100%$228.6K$0-$228.6K2025-01-16
Citadel Advisors LLC
CLOSED09,418-9,418-100%$214.0K$0-$214.0K2025-02-14
H D Vest Advisory Services
CLOSED09,138-9,138-100%$207.6K$0-$207.6K2025-02-10
Prime Capital Investment Advisors, LLC
CLOSED09,138-9,138-100%$207.6K$0-$207.6K2025-02-12
Ti-Trust, Inc
CLOSED08,940-8,940-100%$203.1K$0-$203.1K2025-01-22
Carmel Capital Partners, LLC
CLOSED08,850-8,850-100%$201.1K$0-$201.1K2025-02-06
Gamma Investing LLC
CLOSED06,482-6,482-100%$147.3K$0-$147.3K2025-01-03
Comerica Bank
CLOSED04,927-4,927-100%$111.9K$0-$111.9K2025-02-14
Hobbs Group Advisors, LLC
CLOSED03,487-3,487-100%$79.2K$0-$79.2K2025-02-12
Global Retirement Partners, LLC
CLOSED03,035-3,035-100%$69.0K$0-$69.0K2025-01-31
Cbiz Investment Advisory Services, LLC
CLOSED02,792-2,792-100%$63.5K$0-$63.5K2025-02-10
Ashton Thomas Securities, LLC
CLOSED02,291-2,291-100%$52.1K$0-$52.1K2025-02-11
Avior Wealth Management, LLC
CLOSED02,169-2,169-100%$49.3K$0-$49.3K2025-01-17
Migdal Insurance & Financial Holdings Ltd.
CLOSED01,220-1,220-100%$28$0-$282025-01-28
Principal Securities, Inc.
CLOSED0808-808-100%$18.4K$0-$18.4K2025-01-30
Atwood & Palmer Inc
CLOSED0650-650-100%$14.8K$0-$14.8K2025-01-16
Bokf, NA
CLOSED0566-566-100%$12.9K$0-$12.9K2025-02-14
Householder Group Estate & Retirement Specialist, LLC
CLOSED0395-395-100%$8$0-$82025-01-15
Private Trust Co NA
CLOSED0382-382-100%$8.7K$0-$8.7K2025-02-05
AdvisorNet Financial, Inc
CLOSED0315-315-100%$7.2K$0-$7.2K2025-01-13
Aspect Partners, LLC
CLOSED0278-278-100%$6.3K$0-$6.3K2025-02-03
Independence Bank of Kentucky
CLOSED0131-131-100%$3.0K$0-$3.0K2025-01-24
FMR LLC
CLOSED032-32-100%$727$0-$7272026-11-05
Missouri Trust & Investment Co
CLOSED022-22-100%$500$0-$5002025-01-17
Reston Wealth Management LLC
CLOSED01-1-100%$15$0-$152025-01-23
Proequities, Inc.
CLOSED000—$0$0$02025-02-13
Raymond James & Associates
N/A—164,899-164,899-100%$3.7M———
Raymond James Financial Services Advisors, Inc.
N/A—91,695-91,695-100%$2.1M———
WFA of San Diego, LLC
N/A—21,123-21,123-100%$479.9K———
American Planning Services, Inc.
N/A—14,689-14,689-100%$333.7K———
Showing 146 of 146 institutions