Managed Portfolio Series

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

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

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Mariner, LLC

DECREASED

Shares199,175 from 212,173

Change-12,998 (-6%)

Value$7.1M (-$600.2K)

Filed 2025-08-14

Smith & Howard Wealth Management, LLC

DECREASED

Shares105,829 from 107,539

Change-1,710 (-2%)

Value$3.8M (-$129.9K)

Filed 2025-07-15

Howard Financial Services, Ltd.

DECREASED

Shares10,726 from 11,017

Change-291 (-3%)

Value$383.2K (-$17.5K)

Filed 2025-07-02

Palisades Hudson Asset Management, L.P.

INCREASED

Shares7,252 from 7,183

Change+69 (+1%)

Value$259 (-$2)

Filed 2025-08-12

Geneos Wealth Management Inc.

DECREASED

Shares333 from 25,262

Change-24,929 (-99%)

Value$11.9K (-$906.9K)

Filed 2025-08-18

Morgan Stanley

CLOSED

Shares0 from 2,992,290

Change-2,992,290 (-100%)

Value$0 (-$108.8M)

Filed 2025-08-14

Bank of America Corp

CLOSED

Shares0 from 1,360,834

Change-1,360,834 (-100%)

Value$0 (-$49.5M)

Filed 2025-08-14

Arvest Bank Trust Division

CLOSED

Shares0 from 1,262,180

Change-1,262,180 (-100%)

Value$0 (-$45.9M)

Filed 2025-08-08

Magnus Financial Group LLC

CLOSED

Shares0 from 849,398

Change-849,398 (-100%)

Value$0 (-$30.9M)

Filed 2025-07-16

Traphagen Investment Advisors LLC

CLOSED

Shares0 from 692,171

Change-692,171 (-100%)

Value$0 (-$25.2M)

Filed 2025-07-23

Atwood & Palmer Inc

CLOSED

Shares0 from 656,996

Change-656,996 (-100%)

Value$0 (-$23.9M)

Filed 2025-07-08

Foster & Motley Inc

CLOSED

Shares0 from 649,290

Change-649,290 (-100%)

Value$0 (-$23.6K)

Filed 2025-07-29

Arvest Investments, Inc.

CLOSED

Shares0 from 421,932

Change-421,932 (-100%)

Value$0 (-$15.3M)

Filed 2025-07-03

Wells Fargo & Company

CLOSED

Shares0 from 393,565

Change-393,565 (-100%)

Value$0 (-$14.3M)

Filed 2025-08-14

UBS Group AG

CLOSED

Shares0 from 393,060

Change-393,060 (-100%)

Value$0 (-$14.3M)

Filed 2025-08-14

Busey Bank

CLOSED

Shares0 from 294,483

Change-294,483 (-100%)

Value$0 (-$10.7M)

Filed 2025-07-11

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 275,411

Change-275,411 (-100%)

Value$0 (-$10.0K)

Filed 2025-08-06

CWM, LLC

CLOSED

Shares0 from 270,834

Change-270,834 (-100%)

Value$0 (-$9.9K)

Filed 2025-07-25

Keudell ison Wealth Management

CLOSED

Shares0 from 267,390

Change-267,390 (-100%)

Value$0 (-$9.7M)

Filed 2025-07-22

Cerity Partners LLC

CLOSED

Shares0 from 244,436

Change-244,436 (-100%)

Value$0 (-$8.9M)

Filed 2025-08-13

Royal Bank of Canada

CLOSED

Shares0 from 243,687

Change-243,687 (-100%)

Value$0 (-$8.9M)

Filed 2025-11-21

Creative Planning

CLOSED

Shares0 from 241,665

Change-241,665 (-100%)

Value$0 (-$8.8M)

Filed 2025-08-08

Triangle Securities Wealth Management

CLOSED

Shares0 from 239,459

Change-239,459 (-100%)

Value$0 (-$8.7M)

Filed 2025-07-10

Raymond James Financial Inc

CLOSED

Shares0 from 228,686

Change-228,686 (-100%)

Value$0 (-$8.3M)

Filed 2025-08-14

Oxbow Advisors, LLC

CLOSED

Shares0 from 214,425

Change-214,425 (-100%)

Value$0 (-$7.8M)

Filed 2025-07-29

Parkside Financial Bank & Trust

CLOSED

Shares0 from 211,656

Change-211,656 (-100%)

Value$0 (-$7.7M)

Filed 2025-08-07

Castlekeep Investment Advisors LLC

CLOSED

Shares0 from 186,746

Change-186,746 (-100%)

Value$0 (-$6.8M)

Filed 2025-08-05

Icon Wealth Advisors, LLC

CLOSED

Shares0 from 144,710

Change-144,710 (-100%)

Value$0 (-$5.3M)

Filed 2025-08-14

FAS Wealth Partners, Inc.

CLOSED

Shares0 from 114,100

Change-114,100 (-100%)

Value$0 (-$4.1M)

Filed 2025-08-14

Janney Montgomery Scott LLC

CLOSED

Shares0 from 113,160

Change-113,160 (-100%)

Value$0 (-$4.1K)

Filed 2025-07-17

Country Club Bank

CLOSED

Shares0 from 104,952

Change-104,952 (-100%)

Value$0 (-$3.8M)

Filed 2025-07-23

HBK Sorce Advisory LLC

CLOSED

Shares0 from 101,545

Change-101,545 (-100%)

Value$0 (-$3.7M)

Filed 2025-08-04

LPL Financial LLC

CLOSED

Shares0 from 100,797

Change-100,797 (-100%)

Value$0 (-$3.7M)

Filed 2025-08-12

Quad-Cities Investment Group, LLC

CLOSED

Shares0 from 97,256

Change-97,256 (-100%)

Value$0 (-$3.5M)

Filed 2025-07-11

Marshall & Sterling Wealth Advisors Inc.

CLOSED

Shares0 from 77,048

Change-77,048 (-100%)

Value$0 (-$2.8M)

Filed 2025-08-12

Financial Enhancement Group LLC

CLOSED

Shares0 from 69,009

Change-69,009 (-100%)

Value$0 (-$2.4M)

Filed 2025-07-14

Battery Global Advisors, LLC

CLOSED

Shares0 from 68,388

Change-68,388 (-100%)

Value$0 (-$2.5M)

Filed 2025-08-11

Bollard Group LLC

CLOSED

Shares0 from 68,221

Change-68,221 (-100%)

Value$0 (-$2.5K)

Filed 2025-08-13

Financial Partners Group, Inc

CLOSED

Shares0 from 66,508

Change-66,508 (-100%)

Value$0 (-$2.4M)

Filed 2025-07-15

XML Financial, LLC

CLOSED

Shares0 from 63,968

Change-63,968 (-100%)

Value$0 (-$2.3M)

Filed 2025-07-17

Envestnet Asset Management Inc

CLOSED

Shares0 from 63,472

Change-63,472 (-100%)

Value$0 (-$2.3M)

Filed 2025-08-01

Sanctuary Advisors, LLC

CLOSED

Shares0 from 62,739

Change-62,739 (-100%)

Value$0 (-$2.3M)

Filed 2026-01-06

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 60,903

Change-60,903 (-100%)

Value$0 (-$2.2M)

Filed 2025-08-14

AlphaCore Capital LLC

CLOSED

Shares0 from 55,400

Change-55,400 (-100%)

Value$0 (-$2.0M)

Filed 2025-08-12

Stifel Financial Corp

CLOSED

Shares0 from 52,028

Change-52,028 (-100%)

Value$0 (-$1.9M)

Filed 2025-08-14

Captrust Financial Advisors

CLOSED

Shares0 from 49,209

Change-49,209 (-100%)

Value$0 (-$1.8M)

Filed 2025-08-15

HighTower Advisors, LLC

CLOSED

Shares0 from 48,493

Change-48,493 (-100%)

Value$0 (-$1.8M)

Filed 2025-08-11

Diversify Wealth Management, LLC

CLOSED

Shares0 from 36,466

Change-36,466 (-100%)

Value$0 (-$1.3M)

Filed 2025-08-14

Regions Financial Corp

CLOSED

Shares0 from 32,954

Change-32,954 (-100%)

Value$0 (-$1.2M)

Filed 2025-07-29

Capital Advisors, Ltd. LLC

CLOSED

Shares0 from 32,184

Change-32,184 (-100%)

Value$0 (-$1.2K)

Filed 2025-07-24

Heritage OAK Wealth Advisors LLC

CLOSED

Shares0 from 29,975

Change-29,975 (-100%)

Value$0 (-$1.1M)

Filed 2025-07-15

Wesbanco Bank Inc

CLOSED

Shares0 from 26,422

Change-26,422 (-100%)

Value$0 (-$961.0K)

Filed 2025-07-07

Summit Wealth Partners, LLC

CLOSED

Shares0 from 21,431

Change-21,431 (-100%)

Value$0 (-$779.5K)

Filed 2025-08-11

Cresset Asset Management, LLC

CLOSED

Shares0 from 20,730

Change-20,730 (-100%)

Value$0 (-$754.0K)

Filed 2026-01-22

Objectivity Squared, LLC

CLOSED

Shares0 from 20,035

Change-20,035 (-100%)

Value$0 (-$674.2K)

Filed 2025-07-23

Northern Trust Corp

CLOSED

Shares0 from 18,433

Change-18,433 (-100%)

Value$0 (-$670.4K)

Filed 2025-08-13

Atria Wealth Solutions, Inc.

CLOSED

Shares0 from 17,500

Change-17,500 (-100%)

Value$0 (-$636.5K)

Filed 2025-07-25

Investment Partners Asset Management, Inc.

CLOSED

Shares0 from 17,325

Change-17,325 (-100%)

Value$0 (-$630.1K)

Filed 2025-07-16

Black Swift Group, LLC

CLOSED

Shares0 from 16,970

Change-16,970 (-100%)

Value$0 (-$617.2K)

Filed 2025-08-06

CreativeOne Wealth, LLC

CLOSED

Shares0 from 16,557

Change-16,557 (-100%)

Value$0 (-$602.2K)

Filed 2025-08-12

NewEdge Advisors, LLC

CLOSED

Shares0 from 16,469

Change-16,469 (-100%)

Value$0 (-$599.0K)

Filed 2025-08-14

Truist Financial Corp

CLOSED

Shares0 from 16,432

Change-16,432 (-100%)

Value$0 (-$597.6K)

Filed 2025-07-18

IFP Advisors, Inc

CLOSED

Shares0 from 16,395

Change-16,395 (-100%)

Value$0 (-$596.3K)

Filed 2025-07-24

Stokes Capital Advisors, LLC

CLOSED

Shares0 from 14,534

Change-14,534 (-100%)

Value$0 (-$528.6K)

Filed 2025-07-09

WealthCare Investment Partners, LLC

CLOSED

Shares0 from 14,001

Change-14,001 (-100%)

Value$0 (-$477.7K)

Filed 2025-07-09

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 13,437

Change-13,437 (-100%)

Value$0 (-$488.7K)

Filed 2025-07-10

Silverlake Wealth Management LLC

CLOSED

Shares0 from 13,002

Change-13,002 (-100%)

Value$0 (-$472.9K)

Filed 2025-08-25

Cetera Investment Advisers

CLOSED

Shares0 from 12,014

Change-12,014 (-100%)

Value$0 (-$436.9K)

Filed 2025-08-08

West Michigan Advisors, LLC

CLOSED

Shares0 from 11,328

Change-11,328 (-100%)

Value$0 (-$412.0K)

Filed 2025-07-31

WealthTrust Axiom LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$400.1K)

Filed 2025-08-13

Mercer Global Advisors Inc

CLOSED

Shares0 from 9,978

Change-9,978 (-100%)

Value$0 (-$362.9K)

Filed 2025-08-14

Osaic Holdings, Inc.

CLOSED

Shares0 from 9,904

Change-9,904 (-100%)

Value$0 (-$360.2K)

Filed 2025-09-04

Comerica Bank

CLOSED

Shares0 from 9,763

Change-9,763 (-100%)

Value$0 (-$355.1K)

Filed 2025-08-14

SteelPeak Wealth, LLC

CLOSED

Shares0 from 9,750

Change-9,750 (-100%)

Value$0 (-$354.6K)

Filed 2025-07-23

Susquehanna International Group, LLP

CLOSED

Shares0 from 9,672

Change-9,672 (-100%)

Value$0 (-$351.8K)

Filed 2025-08-14

Diversify Advisory Services, LLC

CLOSED

Shares0 from 9,593

Change-9,593 (-100%)

Value$0 (-$340.8K)

Filed 2025-08-14

Leading Edge Financial Planning LLC

CLOSED

Shares0 from 9,280

Change-9,280 (-100%)

Value$0 (-$337.5K)

Filed 2025-07-16

Strategies Wealth Advisors, LLC

CLOSED

Shares0 from 8,895

Change-8,895 (-100%)

Value$0 (-$323.5K)

Filed 2025-08-08

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

CLOSED

Shares0 from 8,713

Change-8,713 (-100%)

Value$0 (-$316.4K)

Filed 2025-08-04

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 7,850

Change-7,850 (-100%)

Value$0 (-$286)

Filed 2025-07-31

Baird Financial Group, Inc.

CLOSED

Shares0 from 7,770

Change-7,770 (-100%)

Value$0 (-$282.6K)

Filed 2025-08-13

Onyx Bridge Wealth Group LLC

CLOSED

Shares0 from 7,506

Change-7,506 (-100%)

Value$0 (-$273.0K)

Filed 2025-07-30

Freedom Investment Management, Inc.

CLOSED

Shares0 from 7,302

Change-7,302 (-100%)

Value$0 (-$265.6K)

Filed 2025-07-30

MAI Capital Management

CLOSED

Shares0 from 6,876

Change-6,876 (-100%)

Value$0 (-$250.1K)

Filed 2025-08-12

UMB Bank, n.a.

CLOSED

Shares0 from 6,575

Change-6,575 (-100%)

Value$0 (-$239.1K)

Filed 2025-07-11

Sterneck Capital Management, LLC

CLOSED

Shares0 from 6,300

Change-6,300 (-100%)

Value$0 (-$229.1K)

Filed 2025-07-17

Baron Silver Stevens Financial Advisors, LLC

CLOSED

Shares0 from 6,219

Change-6,219 (-100%)

Value$0 (-$226.2K)

Filed 2025-07-17

Stratos Investment Management, LLC

CLOSED

Shares0 from 6,145

Change-6,145 (-100%)

Value$0 (-$223.5K)

Filed 2025-07-29

Allworth Financial LP

CLOSED

Shares0 from 6,135

Change-6,135 (-100%)

Value$0 (-$217.3K)

Filed 2025-08-07

Snowden Capital Advisors LLC

CLOSED

Shares0 from 6,073

Change-6,073 (-100%)

Value$0 (-$220.9K)

Filed 2025-08-14

Orion Porfolio Solutions, LLC

CLOSED

Shares0 from 5,888

Change-5,888 (-100%)

Value$0 (-$214.1K)

Filed 2025-08-27

Argent Trust Co

CLOSED

Shares0 from 5,782

Change-5,782 (-100%)

Value$0 (-$210.3K)

Filed 2025-08-12

Legacy Capital Wealth Partners, LLC

CLOSED

Shares0 from 5,621

Change-5,621 (-100%)

Value$0 (-$204.5K)

Filed 2025-08-13

Segment Wealth Management, LLC

CLOSED

Shares0 from 5,570

Change-5,570 (-100%)

Value$0 (-$202.6K)

Filed 2025-07-21

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 5,335

Change-5,335 (-100%)

Value$0 (-$194.0K)

Filed 2025-08-12

Mather Group, Llc.

CLOSED

Shares0 from 5,080

Change-5,080 (-100%)

Value$0 (-$184.8K)

Filed 2025-07-15

Private Trust Co NA

CLOSED

Shares0 from 4,600

Change-4,600 (-100%)

Value$0 (-$167.3K)

Filed 2025-07-29

Blume Capital Management, Inc.

CLOSED

Shares0 from 3,944

Change-3,944 (-100%)

Value$0 (-$143.4K)

Filed 2025-07-30

Citigroup Inc

CLOSED

Shares0 from 3,626

Change-3,626 (-100%)

Value$0 (-$131.9K)

Filed 2025-08-11

Principal Securities, Inc.

CLOSED

Shares0 from 3,463

Change-3,463 (-100%)

Value$0 (-$118.1K)

Filed 2025-08-11

UBS Asset Management Americas LLC

CLOSED

Shares0 from 3,460

Change-3,460 (-100%)

Value$0 (-$125.8K)

Filed 2025-08-14

City State Bank

CLOSED

Shares0 from 3,298

Change-3,298 (-100%)

Value$0 (-$119.9K)

Filed 2025-07-31

Principia Wealth Advisory, LLC

CLOSED

Shares0 from 3,186

Change-3,186 (-100%)

Value$0 (-$107.0K)

Filed 2025-08-14

Evermay Wealth Management LLC

CLOSED

Shares0 from 3,121

Change-3,121 (-100%)

Value$0 (-$113.5K)

Filed 2025-07-30

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 3,042

Change-3,042 (-100%)

Value$0 (-$110.6K)

Filed 2025-08-08

FMR LLC

CLOSED

Shares0 from 2,606

Change-2,606 (-100%)

Value$0 (-$94.8K)

Filed 2025-08-14

Valley National Advisers Inc

CLOSED

Shares0 from 2,505

Change-2,505 (-100%)

Value$0 (-$91)

Filed 2025-07-22

JPMorgan Chase & Co

CLOSED

Shares0 from 2,439

Change-2,439 (-100%)

Value$0 (-$88.7K)

Filed 2025-08-12

BNP Paribas Financial Markets

CLOSED

Shares0 from 1,115

Change-1,115 (-100%)

Value$0 (-$40.6K)

Filed 2025-08-14

Princeton Global Asset Management LLC

CLOSED

Shares0 from 1,005

Change-1,005 (-100%)

Value$0 (-$36.6K)

Filed 2025-07-30

Farther Finance Advisors, LLC

CLOSED

Shares0 from 910

Change-910 (-100%)

Value$0 (-$33.3K)

Filed 2025-07-11

Continuum Advisory, LLC

CLOSED

Shares0 from 883

Change-883 (-100%)

Value$0 (-$32.1K)

Filed 2025-08-13

Strategic Investment Solutions, Inc.

CLOSED

Shares0 from 705

Change-705 (-100%)

Value$0 (-$25.6K)

Filed 2025-07-16

Creative Financial Designs Inc

CLOSED

Shares0 from 630

Change-630 (-100%)

Value$0 (-$22.9K)

Filed 2025-08-04

Central Trust Co

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$21.8K)

Filed 2025-08-07

Smartleaf Asset Management LLC

CLOSED

Shares0 from 574

Change-574 (-100%)

Value$0 (-$20.8K)

Filed 2025-08-14

HM Payson & Co

CLOSED

Shares0 from 509

Change-509 (-100%)

Value$0 (-$18.5K)

Filed 2025-10-17

Salomon & Ludwin, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$18.2K)

Filed 2025-07-29

Chilton Capital Management LLC

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$14.5K)

Filed 2025-08-01

Wayfinding Financial, LLC

CLOSED

Shares0 from 305

Change-305 (-100%)

Value$0 (-$11)

Filed 2025-08-12

Jones Financial Companies Lllp

CLOSED

Shares0 from 294

Change-294 (-100%)

Value$0 (-$10.7K)

Filed 2025-08-13

Westside Investment Management, Inc.

CLOSED

Shares0 from 279

Change-279 (-100%)

Value$0 (-$10.1K)

Filed 2025-08-05

Bellevue Asset Management, LLC

CLOSED

Shares0 from 242

Change-242 (-100%)

Value$0 (-$8.8K)

Filed 2025-07-23

FTB Advisors, Inc.

CLOSED

Shares0 from 241

Change-241 (-100%)

Value$0 (-$8.8K)

Filed 2025-08-06

Asset Dedication, LLC

CLOSED

Shares0 from 218

Change-218 (-100%)

Value$0 (-$7.9K)

Filed 2025-08-19

Caldwell Trust Co

CLOSED

Shares0 from 112

Change-112 (-100%)

Value$0 (-$4.1K)

Filed 2025-09-22

Salem Investment Counselors Inc

CLOSED

Shares0 from 75

Change-75 (-100%)

Value$0 (-$2.7K)

Filed 2025-07-08

Transamerica Financial Advisors, LLC

CLOSED

Shares0 from 75

Change-75 (-100%)

Value$0 (-$3)

Filed 2025-08-14

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-08-12

Ocean Park Asset Management, LLC

N/A

Shares— from 107,700

Change-107,700 (-100%)

Value—

Sandy Spring Bank

N/A

Shares— from 41,715

Change-41,715 (-100%)

Value—

Orion Portfolio Solutions, LLC

N/A

Shares— from 5,888

Change-5,888 (-100%)

Value—

	Status
Mariner, LLC	DECREASED	199,175	212,173	-12,998	-6%	$7.7M	$7.1M	-$600.2K	2025-08-14
Smith & Howard Wealth Management, LLC	DECREASED	105,829	107,539	-1,710	-2%	$3.9M	$3.8M	-$129.9K	2025-07-15
Howard Financial Services, Ltd.	DECREASED	10,726	11,017	-291	-3%	$400.7K	$383.2K	-$17.5K	2025-07-02
Palisades Hudson Asset Management, L.P.	INCREASED	7,252	7,183	+69	+1%	$261	$259	-$2	2025-08-12
Geneos Wealth Management Inc.	DECREASED	333	25,262	-24,929	-99%	$918.8K	$11.9K	-$906.9K	2025-08-18
Morgan Stanley	CLOSED	0	2,992,290	-2,992,290	-100%	$108.8M	$0	-$108.8M	2025-08-14
Bank of America Corp	CLOSED	0	1,360,834	-1,360,834	-100%	$49.5M	$0	-$49.5M	2025-08-14
Arvest Bank Trust Division	CLOSED	0	1,262,180	-1,262,180	-100%	$45.9M	$0	-$45.9M	2025-08-08
Magnus Financial Group LLC	CLOSED	0	849,398	-849,398	-100%	$30.9M	$0	-$30.9M	2025-07-16
Traphagen Investment Advisors LLC	CLOSED	0	692,171	-692,171	-100%	$25.2M	$0	-$25.2M	2025-07-23
Atwood & Palmer Inc	CLOSED	0	656,996	-656,996	-100%	$23.9M	$0	-$23.9M	2025-07-08
Foster & Motley Inc	CLOSED	0	649,290	-649,290	-100%	$23.6K	$0	-$23.6K	2025-07-29
Arvest Investments, Inc.	CLOSED	0	421,932	-421,932	-100%	$15.3M	$0	-$15.3M	2025-07-03
Wells Fargo & Company	CLOSED	0	393,565	-393,565	-100%	$14.3M	$0	-$14.3M	2025-08-14
UBS Group AG	CLOSED	0	393,060	-393,060	-100%	$14.3M	$0	-$14.3M	2025-08-14
Busey Bank	CLOSED	0	294,483	-294,483	-100%	$10.7M	$0	-$10.7M	2025-07-11
Commonwealth Equity Services, LLC	CLOSED	0	275,411	-275,411	-100%	$10.0K	$0	-$10.0K	2025-08-06
CWM, LLC	CLOSED	0	270,834	-270,834	-100%	$9.9K	$0	-$9.9K	2025-07-25
Keudell ison Wealth Management	CLOSED	0	267,390	-267,390	-100%	$9.7M	$0	-$9.7M	2025-07-22
Cerity Partners LLC	CLOSED	0	244,436	-244,436	-100%	$8.9M	$0	-$8.9M	2025-08-13
Royal Bank of Canada	CLOSED	0	243,687	-243,687	-100%	$8.9M	$0	-$8.9M	2025-11-21
Creative Planning	CLOSED	0	241,665	-241,665	-100%	$8.8M	$0	-$8.8M	2025-08-08
Triangle Securities Wealth Management	CLOSED	0	239,459	-239,459	-100%	$8.7M	$0	-$8.7M	2025-07-10
Raymond James Financial Inc	CLOSED	0	228,686	-228,686	-100%	$8.3M	$0	-$8.3M	2025-08-14
Oxbow Advisors, LLC	CLOSED	0	214,425	-214,425	-100%	$7.8M	$0	-$7.8M	2025-07-29
Parkside Financial Bank & Trust	CLOSED	0	211,656	-211,656	-100%	$7.7M	$0	-$7.7M	2025-08-07
Castlekeep Investment Advisors LLC	CLOSED	0	186,746	-186,746	-100%	$6.8M	$0	-$6.8M	2025-08-05
Icon Wealth Advisors, LLC	CLOSED	0	144,710	-144,710	-100%	$5.3M	$0	-$5.3M	2025-08-14
FAS Wealth Partners, Inc.	CLOSED	0	114,100	-114,100	-100%	$4.1M	$0	-$4.1M	2025-08-14
Janney Montgomery Scott LLC	CLOSED	0	113,160	-113,160	-100%	$4.1K	$0	-$4.1K	2025-07-17
Country Club Bank	CLOSED	0	104,952	-104,952	-100%	$3.8M	$0	-$3.8M	2025-07-23
HBK Sorce Advisory LLC	CLOSED	0	101,545	-101,545	-100%	$3.7M	$0	-$3.7M	2025-08-04
LPL Financial LLC	CLOSED	0	100,797	-100,797	-100%	$3.7M	$0	-$3.7M	2025-08-12
Quad-Cities Investment Group, LLC	CLOSED	0	97,256	-97,256	-100%	$3.5M	$0	-$3.5M	2025-07-11
Marshall & Sterling Wealth Advisors Inc.	CLOSED	0	77,048	-77,048	-100%	$2.8M	$0	-$2.8M	2025-08-12
Financial Enhancement Group LLC	CLOSED	0	69,009	-69,009	-100%	$2.4M	$0	-$2.4M	2025-07-14
Battery Global Advisors, LLC	CLOSED	0	68,388	-68,388	-100%	$2.5M	$0	-$2.5M	2025-08-11
Bollard Group LLC	CLOSED	0	68,221	-68,221	-100%	$2.5K	$0	-$2.5K	2025-08-13
Financial Partners Group, Inc	CLOSED	0	66,508	-66,508	-100%	$2.4M	$0	-$2.4M	2025-07-15
XML Financial, LLC	CLOSED	0	63,968	-63,968	-100%	$2.3M	$0	-$2.3M	2025-07-17
Envestnet Asset Management Inc	CLOSED	0	63,472	-63,472	-100%	$2.3M	$0	-$2.3M	2025-08-01
Sanctuary Advisors, LLC	CLOSED	0	62,739	-62,739	-100%	$2.3M	$0	-$2.3M	2026-01-06
Rockefeller Capital Management L.P.	CLOSED	0	60,903	-60,903	-100%	$2.2M	$0	-$2.2M	2025-08-14
AlphaCore Capital LLC	CLOSED	0	55,400	-55,400	-100%	$2.0M	$0	-$2.0M	2025-08-12
Stifel Financial Corp	CLOSED	0	52,028	-52,028	-100%	$1.9M	$0	-$1.9M	2025-08-14
Captrust Financial Advisors	CLOSED	0	49,209	-49,209	-100%	$1.8M	$0	-$1.8M	2025-08-15
HighTower Advisors, LLC	CLOSED	0	48,493	-48,493	-100%	$1.8M	$0	-$1.8M	2025-08-11
Diversify Wealth Management, LLC	CLOSED	0	36,466	-36,466	-100%	$1.3M	$0	-$1.3M	2025-08-14
Regions Financial Corp	CLOSED	0	32,954	-32,954	-100%	$1.2M	$0	-$1.2M	2025-07-29
Capital Advisors, Ltd. LLC	CLOSED	0	32,184	-32,184	-100%	$1.2K	$0	-$1.2K	2025-07-24
Heritage OAK Wealth Advisors LLC	CLOSED	0	29,975	-29,975	-100%	$1.1M	$0	-$1.1M	2025-07-15
Wesbanco Bank Inc	CLOSED	0	26,422	-26,422	-100%	$961.0K	$0	-$961.0K	2025-07-07
Summit Wealth Partners, LLC	CLOSED	0	21,431	-21,431	-100%	$779.5K	$0	-$779.5K	2025-08-11
Cresset Asset Management, LLC	CLOSED	0	20,730	-20,730	-100%	$754.0K	$0	-$754.0K	2026-01-22
Objectivity Squared, LLC	CLOSED	0	20,035	-20,035	-100%	$674.2K	$0	-$674.2K	2025-07-23
Northern Trust Corp	CLOSED	0	18,433	-18,433	-100%	$670.4K	$0	-$670.4K	2025-08-13
Atria Wealth Solutions, Inc.	CLOSED	0	17,500	-17,500	-100%	$636.5K	$0	-$636.5K	2025-07-25
Investment Partners Asset Management, Inc.	CLOSED	0	17,325	-17,325	-100%	$630.1K	$0	-$630.1K	2025-07-16
Black Swift Group, LLC	CLOSED	0	16,970	-16,970	-100%	$617.2K	$0	-$617.2K	2025-08-06
CreativeOne Wealth, LLC	CLOSED	0	16,557	-16,557	-100%	$602.2K	$0	-$602.2K	2025-08-12
NewEdge Advisors, LLC	CLOSED	0	16,469	-16,469	-100%	$599.0K	$0	-$599.0K	2025-08-14
Truist Financial Corp	CLOSED	0	16,432	-16,432	-100%	$597.6K	$0	-$597.6K	2025-07-18
IFP Advisors, Inc	CLOSED	0	16,395	-16,395	-100%	$596.3K	$0	-$596.3K	2025-07-24
Stokes Capital Advisors, LLC	CLOSED	0	14,534	-14,534	-100%	$528.6K	$0	-$528.6K	2025-07-09
WealthCare Investment Partners, LLC	CLOSED	0	14,001	-14,001	-100%	$477.7K	$0	-$477.7K	2025-07-09
Wealth Enhancement Advisory Services, LLC	CLOSED	0	13,437	-13,437	-100%	$488.7K	$0	-$488.7K	2025-07-10
Silverlake Wealth Management LLC	CLOSED	0	13,002	-13,002	-100%	$472.9K	$0	-$472.9K	2025-08-25
Cetera Investment Advisers	CLOSED	0	12,014	-12,014	-100%	$436.9K	$0	-$436.9K	2025-08-08
West Michigan Advisors, LLC	CLOSED	0	11,328	-11,328	-100%	$412.0K	$0	-$412.0K	2025-07-31
WealthTrust Axiom LLC	CLOSED	0	11,000	-11,000	-100%	$400.1K	$0	-$400.1K	2025-08-13
Mercer Global Advisors Inc	CLOSED	0	9,978	-9,978	-100%	$362.9K	$0	-$362.9K	2025-08-14
Osaic Holdings, Inc.	CLOSED	0	9,904	-9,904	-100%	$360.2K	$0	-$360.2K	2025-09-04
Comerica Bank	CLOSED	0	9,763	-9,763	-100%	$355.1K	$0	-$355.1K	2025-08-14
SteelPeak Wealth, LLC	CLOSED	0	9,750	-9,750	-100%	$354.6K	$0	-$354.6K	2025-07-23
Susquehanna International Group, LLP	CLOSED	0	9,672	-9,672	-100%	$351.8K	$0	-$351.8K	2025-08-14
Diversify Advisory Services, LLC	CLOSED	0	9,593	-9,593	-100%	$340.8K	$0	-$340.8K	2025-08-14
Leading Edge Financial Planning LLC	CLOSED	0	9,280	-9,280	-100%	$337.5K	$0	-$337.5K	2025-07-16
Strategies Wealth Advisors, LLC	CLOSED	0	8,895	-8,895	-100%	$323.5K	$0	-$323.5K	2025-08-08
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	CLOSED	0	8,713	-8,713	-100%	$316.4K	$0	-$316.4K	2025-08-04
Cambridge Investment Research Advisors, Inc.	CLOSED	0	7,850	-7,850	-100%	$286	$0	-$286	2025-07-31
Baird Financial Group, Inc.	CLOSED	0	7,770	-7,770	-100%	$282.6K	$0	-$282.6K	2025-08-13
Onyx Bridge Wealth Group LLC	CLOSED	0	7,506	-7,506	-100%	$273.0K	$0	-$273.0K	2025-07-30
Freedom Investment Management, Inc.	CLOSED	0	7,302	-7,302	-100%	$265.6K	$0	-$265.6K	2025-07-30
MAI Capital Management	CLOSED	0	6,876	-6,876	-100%	$250.1K	$0	-$250.1K	2025-08-12
UMB Bank, n.a.	CLOSED	0	6,575	-6,575	-100%	$239.1K	$0	-$239.1K	2025-07-11
Sterneck Capital Management, LLC	CLOSED	0	6,300	-6,300	-100%	$229.1K	$0	-$229.1K	2025-07-17
Baron Silver Stevens Financial Advisors, LLC	CLOSED	0	6,219	-6,219	-100%	$226.2K	$0	-$226.2K	2025-07-17
Stratos Investment Management, LLC	CLOSED	0	6,145	-6,145	-100%	$223.5K	$0	-$223.5K	2025-07-29
Allworth Financial LP	CLOSED	0	6,135	-6,135	-100%	$217.3K	$0	-$217.3K	2025-08-07
Snowden Capital Advisors LLC	CLOSED	0	6,073	-6,073	-100%	$220.9K	$0	-$220.9K	2025-08-14
Orion Porfolio Solutions, LLC	CLOSED	0	5,888	-5,888	-100%	$214.1K	$0	-$214.1K	2025-08-27
Argent Trust Co	CLOSED	0	5,782	-5,782	-100%	$210.3K	$0	-$210.3K	2025-08-12
Legacy Capital Wealth Partners, LLC	CLOSED	0	5,621	-5,621	-100%	$204.5K	$0	-$204.5K	2025-08-13
Segment Wealth Management, LLC	CLOSED	0	5,570	-5,570	-100%	$202.6K	$0	-$202.6K	2025-07-21
Steward Partners Investment Advisory, LLC	CLOSED	0	5,335	-5,335	-100%	$194.0K	$0	-$194.0K	2025-08-12
Mather Group, Llc.	CLOSED	0	5,080	-5,080	-100%	$184.8K	$0	-$184.8K	2025-07-15
Private Trust Co NA	CLOSED	0	4,600	-4,600	-100%	$167.3K	$0	-$167.3K	2025-07-29
Blume Capital Management, Inc.	CLOSED	0	3,944	-3,944	-100%	$143.4K	$0	-$143.4K	2025-07-30
Citigroup Inc	CLOSED	0	3,626	-3,626	-100%	$131.9K	$0	-$131.9K	2025-08-11
Principal Securities, Inc.	CLOSED	0	3,463	-3,463	-100%	$118.1K	$0	-$118.1K	2025-08-11
UBS Asset Management Americas LLC	CLOSED	0	3,460	-3,460	-100%	$125.8K	$0	-$125.8K	2025-08-14
City State Bank	CLOSED	0	3,298	-3,298	-100%	$119.9K	$0	-$119.9K	2025-07-31
Principia Wealth Advisory, LLC	CLOSED	0	3,186	-3,186	-100%	$107.0K	$0	-$107.0K	2025-08-14
Evermay Wealth Management LLC	CLOSED	0	3,121	-3,121	-100%	$113.5K	$0	-$113.5K	2025-07-30
PNC Financial Services Group, Inc.	CLOSED	0	3,042	-3,042	-100%	$110.6K	$0	-$110.6K	2025-08-08
FMR LLC	CLOSED	0	2,606	-2,606	-100%	$94.8K	$0	-$94.8K	2025-08-14
Valley National Advisers Inc	CLOSED	0	2,505	-2,505	-100%	$91	$0	-$91	2025-07-22
JPMorgan Chase & Co	CLOSED	0	2,439	-2,439	-100%	$88.7K	$0	-$88.7K	2025-08-12
BNP Paribas Financial Markets	CLOSED	0	1,115	-1,115	-100%	$40.6K	$0	-$40.6K	2025-08-14
Princeton Global Asset Management LLC	CLOSED	0	1,005	-1,005	-100%	$36.6K	$0	-$36.6K	2025-07-30
Farther Finance Advisors, LLC	CLOSED	0	910	-910	-100%	$33.3K	$0	-$33.3K	2025-07-11
Continuum Advisory, LLC	CLOSED	0	883	-883	-100%	$32.1K	$0	-$32.1K	2025-08-13
Strategic Investment Solutions, Inc.	CLOSED	0	705	-705	-100%	$25.6K	$0	-$25.6K	2025-07-16
Creative Financial Designs Inc	CLOSED	0	630	-630	-100%	$22.9K	$0	-$22.9K	2025-08-04
Central Trust Co	CLOSED	0	600	-600	-100%	$21.8K	$0	-$21.8K	2025-08-07
Smartleaf Asset Management LLC	CLOSED	0	574	-574	-100%	$20.8K	$0	-$20.8K	2025-08-14
HM Payson & Co	CLOSED	0	509	-509	-100%	$18.5K	$0	-$18.5K	2025-10-17
Salomon & Ludwin, LLC	CLOSED	0	500	-500	-100%	$18.2K	$0	-$18.2K	2025-07-29
Chilton Capital Management LLC	CLOSED	0	400	-400	-100%	$14.5K	$0	-$14.5K	2025-08-01
Wayfinding Financial, LLC	CLOSED	0	305	-305	-100%	$11	$0	-$11	2025-08-12
Jones Financial Companies Lllp	CLOSED	0	294	-294	-100%	$10.7K	$0	-$10.7K	2025-08-13
Westside Investment Management, Inc.	CLOSED	0	279	-279	-100%	$10.1K	$0	-$10.1K	2025-08-05
Bellevue Asset Management, LLC	CLOSED	0	242	-242	-100%	$8.8K	$0	-$8.8K	2025-07-23
FTB Advisors, Inc.	CLOSED	0	241	-241	-100%	$8.8K	$0	-$8.8K	2025-08-06
Asset Dedication, LLC	CLOSED	0	218	-218	-100%	$7.9K	$0	-$7.9K	2025-08-19
Caldwell Trust Co	CLOSED	0	112	-112	-100%	$4.1K	$0	-$4.1K	2025-09-22
Salem Investment Counselors Inc	CLOSED	0	75	-75	-100%	$2.7K	$0	-$2.7K	2025-07-08
Transamerica Financial Advisors, LLC	CLOSED	0	75	-75	-100%	$3	$0	-$3	2025-08-14
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-08-12
Ocean Park Asset Management, LLC	N/A	—	107,700	-107,700	-100%	$3.9M	—	—	—
Sandy Spring Bank	N/A	—	41,715	-41,715	-100%	$1.5M	—	—	—
Orion Portfolio Solutions, LLC	N/A	—	5,888	-5,888	-100%	$214.1K	—	—	—

Showing 132 of 132 institutions