Eaton Vance Shrt DUR Muni (EVSM)

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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LPL Financial LLC

INCREASED

Shares867,189 from 735,098

Change+132,091 (+18%)

Value$42.6M (+$5.6M)

Filed 2026-11-06

Garrett Wealth Advisory Group, LLC

INCREASED

Shares304,682 from 279,990

Change+24,692 (+9%)

Value$15.0M (+$891.8K)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares241,341 from 208,495

Change+32,846 (+16%)

Value$11.9M (+$1.4M)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares210,582 from 27,671

Change+182,911 (+661%)

Value$10.4K (-$1.4M)

Filed 2026-11-02

Uniting Wealth Partners, LLC

NEW

Shares159,345

Change+159,345

Value$7.9M

Filed 2026-11-06

Diversified Portfolios, Inc.

DECREASED

Shares122,903 from 150,334

Change-27,431 (-18%)

Value$6.0M (-$1.5M)

Filed 2026-11-04

Commonwealth Equity Services, LLC

INCREASED

Shares100,961 from 68,417

Change+32,544 (+48%)

Value$5.0M (+$1.5M)

Filed 2026-11-02

Valmark Advisers, Inc.

INCREASED

Shares79,033 from 45,634

Change+33,399 (+73%)

Value$3.9M (+$1.6M)

Filed 2026-11-06

Certified Advisory Corp

NEW

Shares61,554

Change+61,554

Value$3.0M

Filed 2026-10-29

Peoples Bank

INCREASED

Shares52,047 from 4,313

Change+47,734 (+1107%)

Value$2.6M (+$2.3M)

Filed 2026-10-26

Parsons Capital Management Inc

INCREASED

Shares51,515 from 20,644

Change+30,871 (+150%)

Value$2.5M (+$1.5M)

Filed 2026-10-28

Rossby Financial, LCC

INCREASED

Shares48,810 from 47,335

Change+1,475 (+3%)

Value$2.4M (+$18.1K)

Filed 2026-11-05

Dynamic Advisor Solutions LLC

INCREASED

Shares42,316 from 36,678

Change+5,638 (+15%)

Value$2.1M (+$235.0K)

Filed 2026-10-13

Asset Allocation Strategies LLC

INCREASED

Shares42,230 from 40,614

Change+1,616 (+4%)

Value$2.1M (+$32.7K)

Filed 2026-10-20

Nemes Rush Group LLC

INCREASED

Shares40,549 from 39,137

Change+1,412 (+4%)

Value$2.0M (+$24.4K)

Filed 2026-11-04

Wealthcare Advisory Partners LLC

INCREASED

Shares32,897 from 30,244

Change+2,653 (+9%)

Value$1.6M (+$95.6K)

Filed 2026-10-21

Courier Capital LLC

NEW

Shares25,030

Change+25,030

Value$1.2M

Filed 2026-10-19

Baker Tilly Wealth Management, LLC

NEW

Shares21,213

Change+21,213

Value$1.0M

Filed 2026-10-05

Providence Financial Advisors, LLC

INCREASED

Shares19,878 from 12,124

Change+7,754 (+64%)

Value$977.2K (+$367.3K)

Filed 2026-11-06

Orba Wealth Advisors, L.L.C.

INCREASED

Shares19,572 from 18,223

Change+1,349 (+7%)

Value$962.2K (+$45.4K)

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares19,280 from 9,710

Change+9,570 (+99%)

Value$947.8K (+$459.3K)

Filed 2026-10-16

Oasis Advisors, LLC

INCREASED

Shares19,041 from 15,127

Change+3,914 (+26%)

Value$936.1K (+$175.1K)

Filed 2026-10-16

Shah Wealth Advisors, LLC

NEW

Shares18,337

Change+18,337

Value$901.4K

Filed 2026-11-06

MBA Advisors LLC

DECREASED

Shares16,336 from 20,186

Change-3,850 (-19%)

Value$803.1K (-$212.5K)

Filed 2026-10-29

Cooper Financial Group

NEW

Shares15,941

Change+15,941

Value$783.7K

Filed 2026-10-07

AdvisorNet Financial, Inc

INCREASED

Shares15,504 from 10,305

Change+5,199 (+50%)

Value$766.4K (+$247.9K)

Filed 2026-10-15

Milestones Private Investment Advisors LLC

DECREASED

Shares14,521 from 15,212

Change-691 (-5%)

Value$713.9K (-$51.5K)

Filed 2026-10-19

Kestra Private Wealth Services, LLC

DECREASED

Shares13,880 from 14,242

Change-362 (-3%)

Value$682.4K (-$34.2K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares13,714 from 772

Change+12,942 (+1676%)

Value$674.2K (+$635.3K)

Filed 2026-11-06

Financial Solutions Advisory Group, Inc.

UNCHANGED

Shares13,500 from 13,500

Change0 (0%)

Value$669.6K (-$9.5K)

Filed 2026-10-28

Genesis Private Wealth, LLC

INCREASED

Shares13,158 from 12,852

Change+306 (+2%)

Value$646.8K (+$259)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares13,080 from 12,980

Change+100 (+1%)

Value$643.0K (-$10.0K)

Filed 2026-11-02

New England Private Wealth Advisors LLC

INCREASED

Shares12,804 from 12,784

Change+20 (+0%)

Value$629.4K (-$10.4K)

Filed 2026-10-19

Quadcap Wealth Management, LLC

DECREASED

Shares12,776 from 13,054

Change-278 (-2%)

Value$628.1K (-$28.7K)

Filed 2026-11-02

Creative Financial Designs Inc

INCREASED

Shares12,464 from 4,845

Change+7,619 (+157%)

Value$612.7K (+$369.0K)

Filed 2026-11-04

Cornerstone Wealth Management, LLC

INCREASED

Shares11,253 from 11,242

Change+11 (+0%)

Value$553.2K (-$12.4K)

Filed 2026-11-04

Atria Investments, Inc

DECREASED

Shares10,311 from 14,005

Change-3,694 (-26%)

Value$506.9K (-$197.7K)

Filed 2026-10-15

Natural Investments, LLC

NEW

Shares9,408

Change+9,408

Value$462.5K

Filed 2026-11-06

BridgePort Financial Solutions, LLC

INCREASED

Shares7,282 from 6,997

Change+285 (+4%)

Value$358.0K (+$6.0K)

Filed 2026-11-02

Advisor Resource Council

NEW

Shares7,096

Change+7,096

Value$349.5K

Filed 2026-11-05

Urban Wealth Management, LLC

NEW

Shares6,417

Change+6,417

Value$315.5K

Filed 2026-10-21

Stronghold Wealth Management L.L.C.

NEW

Shares6,175

Change+6,175

Value$303.6K

Filed 2026-10-16

Howard Wealth Management, LLC

DECREASED

Shares5,591 from 5,638

Change-47 (-1%)

Value$274.9K (-$8.8K)

Filed 2026-10-28

Nations Financial Group Inc,

UNCHANGED

Shares4,925 from 4,925

Change0 (0%)

Value$242.1K (-$5.7K)

Filed 2026-11-05

Davenport & Co LLC

INCREASED

Shares4,685 from 4,180

Change+505 (+12%)

Value$230.3K (+$20.0K)

Filed 2026-10-14

IAG Wealth Partners, LLC

NEW

Shares4,412

Change+4,412

Value$216.9K

Filed 2026-11-06

Berkshire Money Management, Inc.

NEW

Shares4,077

Change+4,077

Value$200.4K

Filed 2026-10-21

Fifth Third Bancorp

DECREASED

Shares2,786 from 8,451

Change-5,665 (-67%)

Value$137.0K (-$288.2K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares1,499 from 1,499

Change0 (0%)

Value$75.4K ($0)

Filed 2026-11-06

Private Trust Co NA

INCREASED

Shares1,142 from 599

Change+543 (+91%)

Value$56.1K (+$26.0K)

Filed 2026-10-20

Princeton Global Asset Management LLC

INCREASED

Shares639 from 634

Change+5 (+1%)

Value$31.4K (-$489)

Filed 2026-10-21

Root Financial Partners, LLC

CLOSED

Shares0 from 37,663

Change-37,663 (-100%)

Value$0 (-$1.9M)

Filed 2026-10-21

Vise Technologies, Inc.

CLOSED

Shares0 from 37,663

Change-37,663 (-100%)

Value$0 (-$1.9M)

Filed 2026-10-29

Whitaker-Myers Wealth Managers, Ltd.

CLOSED

Shares0 from 6,627

Change-6,627 (-100%)

Value$0 (-$333.4K)

Filed 2026-10-09

Titleist Asset Management, LLC

CLOSED

Shares0 from 4,393

Change-4,393 (-100%)

Value$0 (-$221.0K)

Filed 2026-10-08

Morgan Stanley

N/A

Shares— from 3,549,162

Change-3,549,162 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 898,046

Change-898,046 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 313,014

Change-313,014 (-100%)

Value—

&partners

N/A

Shares— from 267,880

Change-267,880 (-100%)

Value—

Sunflower Bank, N.A.

N/A

Shares— from 196,868

Change-196,868 (-100%)

Value—

Tilson Financial Group, Inc.

N/A

Shares— from 180,493

Change-180,493 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 124,112

Change-124,112 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 105,711

Change-105,711 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 97,400

Change-97,400 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 86,721

Change-86,721 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 70,973

Change-70,973 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 67,820

Change-67,820 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 54,116

Change-54,116 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 53,927

Change-53,927 (-100%)

Value—

Wealthspan Partners, LLC

N/A

Shares— from 53,492

Change-53,492 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 50,358

Change-50,358 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 45,800

Change-45,800 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 45,336

Change-45,336 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 43,605

Change-43,605 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 41,226

Change-41,226 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 38,953

Change-38,953 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 36,200

Change-36,200 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 33,053

Change-33,053 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 32,044

Change-32,044 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 31,967

Change-31,967 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 24,010

Change-24,010 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 22,622

Change-22,622 (-100%)

Value—

Panoramic Investment Advisors, LLC

N/A

Shares— from 21,598

Change-21,598 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 21,477

Change-21,477 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 20,962

Change-20,962 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 17,272

Change-17,272 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 17,091

Change-17,091 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 16,097

Change-16,097 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 15,977

Change-15,977 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 15,617

Change-15,617 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 15,250

Change-15,250 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 11,025

Change-11,025 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,341

Change-9,341 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 8,898

Change-8,898 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 8,645

Change-8,645 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 7,751

Change-7,751 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 7,211

Change-7,211 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 7,100

Change-7,100 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 6,825

Change-6,825 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 6,609

Change-6,609 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 6,348

Change-6,348 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 6,235

Change-6,235 (-100%)

Value—

Denver Wealth Management, Inc.

N/A

Shares— from 5,535

Change-5,535 (-100%)

Value—

Coign Capital Advisors LLC

N/A

Shares— from 5,319

Change-5,319 (-100%)

Value—

Nvest Financial, LLC

N/A

Shares— from 5,070

Change-5,070 (-100%)

Value—

Chokshi & Queen Wealth Advisors, Inc

N/A

Shares— from 4,815

Change-4,815 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 4,588

Change-4,588 (-100%)

Value—

Lakeridge Wealth Management LLC

N/A

Shares— from 3,977

Change-3,977 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,900

Change-3,900 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,734

Change-3,734 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,411

Change-3,411 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,569

Change-2,569 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 2,282

Change-2,282 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,504

Change-1,504 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,499

Change-1,499 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 569

Change-569 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 526

Change-526 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	867,189	735,098	+132,091	+18%	$37.0M	$42.6M	+$5.6M	2026-11-06
Garrett Wealth Advisory Group, LLC	INCREASED	304,682	279,990	+24,692	+9%	$14.1M	$15.0M	+$891.8K	2026-10-22
Farther Finance Advisors, LLC	INCREASED	241,341	208,495	+32,846	+16%	$10.5M	$11.9M	+$1.4M	2026-10-08
Cambridge Investment Research Advisors, Inc.	INCREASED	210,582	27,671	+182,911	+661%	$1.4M	$10.4K	-$1.4M	2026-11-02
Uniting Wealth Partners, LLC	NEW	159,345	—	+159,345	—	—	$7.9M	—	2026-11-06
Diversified Portfolios, Inc.	DECREASED	122,903	150,334	-27,431	-18%	$7.6M	$6.0M	-$1.5M	2026-11-04
Commonwealth Equity Services, LLC	INCREASED	100,961	68,417	+32,544	+48%	$3.4M	$5.0M	+$1.5M	2026-11-02
Valmark Advisers, Inc.	INCREASED	79,033	45,634	+33,399	+73%	$2.3M	$3.9M	+$1.6M	2026-11-06
Certified Advisory Corp	NEW	61,554	—	+61,554	—	—	$3.0M	—	2026-10-29
Peoples Bank	INCREASED	52,047	4,313	+47,734	+1107%	$217.0K	$2.6M	+$2.3M	2026-10-26
Parsons Capital Management Inc	INCREASED	51,515	20,644	+30,871	+150%	$1.0M	$2.5M	+$1.5M	2026-10-28
Rossby Financial, LCC	INCREASED	48,810	47,335	+1,475	+3%	$2.4M	$2.4M	+$18.1K	2026-11-05
Dynamic Advisor Solutions LLC	INCREASED	42,316	36,678	+5,638	+15%	$1.8M	$2.1M	+$235.0K	2026-10-13
Asset Allocation Strategies LLC	INCREASED	42,230	40,614	+1,616	+4%	$2.0M	$2.1M	+$32.7K	2026-10-20
Nemes Rush Group LLC	INCREASED	40,549	39,137	+1,412	+4%	$2.0M	$2.0M	+$24.4K	2026-11-04
Wealthcare Advisory Partners LLC	INCREASED	32,897	30,244	+2,653	+9%	$1.5M	$1.6M	+$95.6K	2026-10-21
Courier Capital LLC	NEW	25,030	—	+25,030	—	—	$1.2M	—	2026-10-19
Baker Tilly Wealth Management, LLC	NEW	21,213	—	+21,213	—	—	$1.0M	—	2026-10-05
Providence Financial Advisors, LLC	INCREASED	19,878	12,124	+7,754	+64%	$610.0K	$977.2K	+$367.3K	2026-11-06
Orba Wealth Advisors, L.L.C.	INCREASED	19,572	18,223	+1,349	+7%	$916.8K	$962.2K	+$45.4K	2026-10-23
IFP Advisors, Inc	INCREASED	19,280	9,710	+9,570	+99%	$488.5K	$947.8K	+$459.3K	2026-10-16
Oasis Advisors, LLC	INCREASED	19,041	15,127	+3,914	+26%	$761.0K	$936.1K	+$175.1K	2026-10-16
Shah Wealth Advisors, LLC	NEW	18,337	—	+18,337	—	—	$901.4K	—	2026-11-06
MBA Advisors LLC	DECREASED	16,336	20,186	-3,850	-19%	$1.0M	$803.1K	-$212.5K	2026-10-29
Cooper Financial Group	NEW	15,941	—	+15,941	—	—	$783.7K	—	2026-10-07
AdvisorNet Financial, Inc	INCREASED	15,504	10,305	+5,199	+50%	$518.4K	$766.4K	+$247.9K	2026-10-15
Milestones Private Investment Advisors LLC	DECREASED	14,521	15,212	-691	-5%	$765.3K	$713.9K	-$51.5K	2026-10-19
Kestra Private Wealth Services, LLC	DECREASED	13,880	14,242	-362	-3%	$716.5K	$682.4K	-$34.2K	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	13,714	772	+12,942	+1676%	$38.8K	$674.2K	+$635.3K	2026-11-06
Financial Solutions Advisory Group, Inc.	UNCHANGED	13,500	13,500	0	0%	$679.1K	$669.6K	-$9.5K	2026-10-28
Genesis Private Wealth, LLC	INCREASED	13,158	12,852	+306	+2%	$646.6K	$646.8K	+$259	2026-11-02
Kestra Advisory Services, LLC	INCREASED	13,080	12,980	+100	+1%	$653.0K	$643.0K	-$10.0K	2026-11-02
New England Private Wealth Advisors LLC	INCREASED	12,804	12,784	+20	+0%	$639.9K	$629.4K	-$10.4K	2026-10-19
Quadcap Wealth Management, LLC	DECREASED	12,776	13,054	-278	-2%	$656.8K	$628.1K	-$28.7K	2026-11-02
Creative Financial Designs Inc	INCREASED	12,464	4,845	+7,619	+157%	$243.8K	$612.7K	+$369.0K	2026-11-04
Cornerstone Wealth Management, LLC	INCREASED	11,253	11,242	+11	+0%	$565.6K	$553.2K	-$12.4K	2026-11-04
Atria Investments, Inc	DECREASED	10,311	14,005	-3,694	-26%	$704.6K	$506.9K	-$197.7K	2026-10-15
Natural Investments, LLC	NEW	9,408	—	+9,408	—	—	$462.5K	—	2026-11-06
BridgePort Financial Solutions, LLC	INCREASED	7,282	6,997	+285	+4%	$352.0K	$358.0K	+$6.0K	2026-11-02
Advisor Resource Council	NEW	7,096	—	+7,096	—	—	$349.5K	—	2026-11-05
Urban Wealth Management, LLC	NEW	6,417	—	+6,417	—	—	$315.5K	—	2026-10-21
Stronghold Wealth Management L.L.C.	NEW	6,175	—	+6,175	—	—	$303.6K	—	2026-10-16
Howard Wealth Management, LLC	DECREASED	5,591	5,638	-47	-1%	$283.7K	$274.9K	-$8.8K	2026-10-28
Nations Financial Group Inc,	UNCHANGED	4,925	4,925	0	0%	$247.8K	$242.1K	-$5.7K	2026-11-05
Davenport & Co LLC	INCREASED	4,685	4,180	+505	+12%	$210.3K	$230.3K	+$20.0K	2026-10-14
IAG Wealth Partners, LLC	NEW	4,412	—	+4,412	—	—	$216.9K	—	2026-11-06
Berkshire Money Management, Inc.	NEW	4,077	—	+4,077	—	—	$200.4K	—	2026-10-21
Fifth Third Bancorp	DECREASED	2,786	8,451	-5,665	-67%	$425.2K	$137.0K	-$288.2K	2026-11-05
Allworth Financial LP	UNCHANGED	1,499	1,499	0	0%	$75.4K	$75.4K	$0	2026-11-06
Private Trust Co NA	INCREASED	1,142	599	+543	+91%	$30.1K	$56.1K	+$26.0K	2026-10-20
Princeton Global Asset Management LLC	INCREASED	639	634	+5	+1%	$31.9K	$31.4K	-$489	2026-10-21
Root Financial Partners, LLC	CLOSED	0	37,663	-37,663	-100%	$1.9M	$0	-$1.9M	2026-10-21
Vise Technologies, Inc.	CLOSED	0	37,663	-37,663	-100%	$1.9M	$0	-$1.9M	2026-10-29
Whitaker-Myers Wealth Managers, Ltd.	CLOSED	0	6,627	-6,627	-100%	$333.4K	$0	-$333.4K	2026-10-09
Titleist Asset Management, LLC	CLOSED	0	4,393	-4,393	-100%	$221.0K	$0	-$221.0K	2026-10-08
Morgan Stanley	N/A	—	3,549,162	-3,549,162	-100%	$178.6M	—	—	—
Ameriprise Financial Inc	N/A	—	898,046	-898,046	-100%	$45.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	313,014	-313,014	-100%	$15.7M	—	—	—
&partners	N/A	—	267,880	-267,880	-100%	$13.5M	—	—	—
Sunflower Bank, N.A.	N/A	—	196,868	-196,868	-100%	$9.9M	—	—	—
Tilson Financial Group, Inc.	N/A	—	180,493	-180,493	-100%	$9.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	124,112	-124,112	-100%	$6.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	105,711	-105,711	-100%	$5.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	97,400	-97,400	-100%	$4.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	86,721	-86,721	-100%	$4.4M	—	—	—
MML Investors Services, LLC	N/A	—	70,973	-70,973	-100%	$3.6M	—	—	—
Summit Financial, LLC	N/A	—	67,820	-67,820	-100%	$3.4M	—	—	—
Arkadios Wealth Advisors	N/A	—	54,116	-54,116	-100%	$2.7M	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	53,927	-53,927	-100%	$2.7M	—	—	—
Wealthspan Partners, LLC	N/A	—	53,492	-53,492	-100%	$2.7M	—	—	—
Raymond James Financial Inc	N/A	—	50,358	-50,358	-100%	$2.5M	—	—	—
Stratos Investment Management, LLC	N/A	—	45,800	-45,800	-100%	$2.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	45,336	-45,336	-100%	$2.3M	—	—	—
Citadel Advisors LLC	N/A	—	43,605	-43,605	-100%	$2.2M	—	—	—
Arax Advisory Partners	N/A	—	41,226	-41,226	-100%	$2.1M	—	—	—
Wells Fargo & Company	N/A	—	38,953	-38,953	-100%	$2.0M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	36,200	-36,200	-100%	$1.8M	—	—	—
Cetera Investment Advisers	N/A	—	33,053	-33,053	-100%	$1.7M	—	—	—
Savvy Advisors, Inc.	N/A	—	32,044	-32,044	-100%	$1.6M	—	—	—
Essex Financial Services, Inc.	N/A	—	31,967	-31,967	-100%	$1.6M	—	—	—
HighTower Advisors, LLC	N/A	—	24,010	-24,010	-100%	$1.2M	—	—	—
PCM Encore, LLC	N/A	—	22,622	-22,622	-100%	$1.1M	—	—	—
Panoramic Investment Advisors, LLC	N/A	—	21,598	-21,598	-100%	$1.1M	—	—	—
WNY Asset Management, LLC	N/A	—	21,477	-21,477	-100%	$1.1M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	20,962	-20,962	-100%	$1.1M	—	—	—
Jane Street Group, LLC	N/A	—	17,272	-17,272	-100%	$869.0K	—	—	—
Arete Wealth Advisors, LLC	N/A	—	17,091	-17,091	-100%	$859.8K	—	—	—
FSA Advisors, Inc.	N/A	—	16,097	-16,097	-100%	$809.8K	—	—	—
Private Advisor Group, LLC	N/A	—	15,977	-15,977	-100%	$803.8K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	15,617	-15,617	-100%	$785.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	15,250	-15,250	-100%	$767.3K	—	—	—
Advisory Services Network, LLC	N/A	—	11,025	-11,025	-100%	$554.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	9,341	-9,341	-100%	$471.2K	—	—	—
Elequin Capital, LP	N/A	—	8,898	-8,898	-100%	$447.7K	—	—	—
Inspire Advisors, LLC	N/A	—	8,645	-8,645	-100%	$434.9K	—	—	—
M&T Bank Corp	N/A	—	7,751	-7,751	-100%	$390.0K	—	—	—
Brookwood Investment Group LLC	N/A	—	7,211	-7,211	-100%	$362.8K	—	—	—
Western Wealth Management, LLC	N/A	—	7,100	-7,100	-100%	$357.2K	—	—	—
Benjamin Edwards Inc	N/A	—	6,825	-6,825	-100%	$343.8K	—	—	—
Cresset Asset Management, LLC	N/A	—	6,609	-6,609	-100%	$333.4K	—	—	—
IFG Advisory, LLC	N/A	—	6,348	-6,348	-100%	$319.3K	—	—	—
Waverly Advisors, LLC	N/A	—	6,235	-6,235	-100%	$313.7K	—	—	—
Denver Wealth Management, Inc.	N/A	—	5,535	-5,535	-100%	$278.5K	—	—	—
Coign Capital Advisors LLC	N/A	—	5,319	-5,319	-100%	$267.6K	—	—	—
Nvest Financial, LLC	N/A	—	5,070	-5,070	-100%	$255.1K	—	—	—
Chokshi & Queen Wealth Advisors, Inc	N/A	—	4,815	-4,815	-100%	$242.2K	—	—	—
Synergy Investment Management, LLC	N/A	—	4,588	-4,588	-100%	$230.8K	—	—	—
Lakeridge Wealth Management LLC	N/A	—	3,977	-3,977	-100%	$200.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,900	-3,900	-100%	$196.2K	—	—	—
Harbour Investments, Inc.	N/A	—	3,734	-3,734	-100%	$187.8K	—	—	—
AE Wealth Management LLC	N/A	—	3,411	-3,411	-100%	$171.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,569	-2,569	-100%	$129.2K	—	—	—
MidFirst Bank	N/A	—	2,282	-2,282	-100%	$114.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,504	-1,504	-100%	$75.7K	—	—	—
JPMorgan Chase & Co	N/A	—	1,499	-1,499	-100%	$75.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	569	-569	-100%	$28.6K	—	—	—
Royal Bank of Canada	N/A	—	526	-526	-100%	$26.0K	—	—	—

Showing 117 of 117 institutions