Nuveen Select Tax-Free Inc (NXP)

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.

INCREASED

Shares773,125 from 668,196

Change+104,929 (+16%)

Value$10.4M (+$821.2K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares373,274 from 395,696

Change-22,422 (-6%)

Value$5.0K (-$5.7M)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares294,020 from 287,254

Change+6,766 (+2%)

Value$3.9M (-$161.9K)

Filed 2026-11-06

Prospera Financial Services Inc

INCREASED

Shares209,931 from 209,878

Change+53 (+0%)

Value$2.8M (-$177.7K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares159,083 from 23,757

Change+135,326 (+570%)

Value$2.1M (+$1.7M)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares99,128 from 103,278

Change-4,150 (-4%)

Value$1.3M (-$146.6K)

Filed 2026-11-02

Melfa Wealth Management, Inc.

UNCHANGED

Shares97,604 from 97,604

Change0 (0%)

Value$1.3M (-$85.9K)

Filed 2026-11-06

Capital Advisors Wealth Management, LLC

DECREASED

Shares93,555 from 100,310

Change-6,755 (-7%)

Value$1.3M (-$179.0K)

Filed 2026-10-09

AdvisorNet Financial, Inc

INCREASED

Shares66,544 from 55,365

Change+11,179 (+20%)

Value$865.1K (+$72.8K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares51,471 from 43,459

Change+8,012 (+18%)

Value$691.3K (+$69.4K)

Filed 2026-11-02

Tiller Private Wealth, Inc.

INCREASED

Shares45,882 from 39,765

Change+6,117 (+15%)

Value$616.2K (+$47.2K)

Filed 2026-10-26

Wedbush Securities Inc

INCREASED

Shares43,385 from 43,382

Change+3 (+0%)

Value$583 (-$620.4K)

Filed 2026-10-22

Capital Investment Advisors, LLC

DECREASED

Shares38,012 from 38,937

Change-925 (-2%)

Value$510.5K (-$46.7K)

Filed 2026-10-22

Pinnacle Associates LTD

INCREASED

Shares33,985 from 30,500

Change+3,485 (+11%)

Value$456.4K (+$20.0K)

Filed 2026-10-20

Stronghold Wealth Management L.L.C.

UNCHANGED

Shares32,819 from 32,819

Change0 (0%)

Value$440.8K (-$28.9K)

Filed 2026-10-16

Omni 360 Wealth, Inc.

DECREASED

Shares32,340 from 33,540

Change-1,200 (-4%)

Value$434.3K (-$45.6K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

INCREASED

Shares31,926 from 31,581

Change+345 (+1%)

Value$428.8K (-$23.2K)

Filed 2026-10-16

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares31,826 from 31,826

Change0 (0%)

Value$427.4K (-$28.0K)

Filed 2026-10-15

Breakwater Capital Group

DECREASED

Shares31,368 from 50,337

Change-18,969 (-38%)

Value$421.3K (-$299.1K)

Filed 2026-10-09

ProVise Management Group, LLC

INCREASED

Shares28,417 from 27,467

Change+950 (+3%)

Value$381.6K (-$11.4K)

Filed 2026-11-06

WealthBridge Capital Management, LLC

INCREASED

Shares19,115 from 18,092

Change+1,023 (+6%)

Value$256.7K (-$2.2K)

Filed 2026-10-16

Blake Schutter Theil Wealth Advisors, LLC

UNCHANGED

Shares17,870 from 17,870

Change0 (0%)

Value$240.0K (-$15.7K)

Filed 2026-11-02

Clean Yield Group

INCREASED

Shares17,778 from 6,653

Change+11,125 (+167%)

Value$238.8K (+$143.6K)

Filed 2026-10-28

Keybank National Association

DECREASED

Shares15,152 from 22,727

Change-7,575 (-33%)

Value$203.5K (-$121.7K)

Filed 2026-11-04

Gerber Kawasaki Wealth & Investment Management

UNCHANGED

Shares15,050 from 15,050

Change0 (0%)

Value$202.1K (-$13.2K)

Filed 2026-10-29

Redwood Family Wealth LLC

INCREASED

Shares14,913 from 14,162

Change+751 (+5%)

Value$200.3K (-$2.4K)

Filed 2026-10-20

Great Lakes Retirement, Inc.

UNCHANGED

Shares14,260 from 14,260

Change0 (0%)

Value$192.3K (-$12.5K)

Filed 2026-10-26

Visionary Horizons, LLC

UNCHANGED

Shares13,980 from 13,980

Change0 (0%)

Value$187.8K (-$12.3K)

Filed 2026-10-22

Fifth Third Bancorp

UNCHANGED

Shares13,646 from 13,646

Change0 (0%)

Value$183.3K (-$12.0K)

Filed 2026-11-05

D.A. Davidson & Co.

DECREASED

Shares13,140 from 14,854

Change-1,714 (-12%)

Value$176.5K (-$36.1K)

Filed 2026-10-28

Summit Financial Wealth Advisors, LLC

UNCHANGED

Shares12,957 from 12,957

Change0 (0%)

Value$174.0K (-$11.4K)

Filed 2026-10-15

Realta Investment Advisors

UNCHANGED

Shares12,250 from 12,250

Change0 (0%)

Value$164.5K (-$10.8K)

Filed 2026-10-14

Sightline Wealth Advisors, LLC

DECREASED

Shares11,411 from 15,850

Change-4,439 (-28%)

Value$153.3K (-$73.6K)

Filed 2026-10-21

Avior Wealth Management, LLC

DECREASED

Shares10,728 from 16,388

Change-5,660 (-35%)

Value$144.1K (-$90.4K)

Filed 2026-10-13

Opal Wealth Advisors, LLC

UNCHANGED

Shares10,346 from 10,346

Change0 (0%)

Value$138.9K (-$9.1K)

Filed 2026-10-16

Williams Jones Wealth Management, Llc.

UNCHANGED

Shares10,305 from 10,305

Change0 (0%)

Value$138.4K (-$9.1K)

Filed 2026-11-05

Diligent Investors, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$134.3K (-$8.8K)

Filed 2026-10-21

Jacobi Capital Management LLC

NEW

Shares8,415

Change+8,415

Value$113.0K

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares5,928 from 6,428

Change-500 (-8%)

Value$79.6K (-$12.4K)

Filed 2026-10-08

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares5,914 from 5,914

Change0 (0%)

Value$79.4K (-$5.2K)

Filed 2026-10-15

Pinnacle Bancorp, Inc.

UNCHANGED

Shares4,491 from 4,491

Change0 (0%)

Value$60.3K (-$4.0K)

Filed 2026-10-21

Bayban

UNCHANGED

Shares4,371 from 4,371

Change0 (0%)

Value$62.5K ($0)

Filed 2026-11-05

Cullen T Bankers, Inc.

NEW

Shares4,323

Change+4,323

Value$58.1K

Filed 2026-10-28

IFP Advisors, Inc

UNCHANGED

Shares2,436 from 2,436

Change0 (0%)

Value$32.7K (-$2.1K)

Filed 2026-10-16

Tradewinds Capital Management, LLC

UNCHANGED

Shares2,394 from 2,394

Change0 (0%)

Value$32.2K (-$2.1K)

Filed 2026-10-23

US Bancorp \de\

UNCHANGED

Shares1,904 from 1,904

Change0 (0%)

Value$25.6K (-$1.7K)

Filed 2026-11-05

Wolff Wiese Magana LLC

UNCHANGED

Shares1,410 from 1,410

Change0 (0%)

Value$18.9K (-$1.2K)

Filed 2026-10-15

Noble Wealth Management PBC

UNCHANGED

Shares1,316 from 1,316

Change0 (0%)

Value$17.7K (-$1.2K)

Filed 2026-10-01

Ascentis Independent Advisors

NEW

Shares829

Change+829

Value$11.1K

Filed 2026-11-03

Ascentis Wealth Management, LLC

UNCHANGED

Shares788 from 788

Change0 (0%)

Value$10.6K (-$694)

Filed 2026-11-03

Mather Group, Llc.

DECREASED

Shares771 from 2,266

Change-1,495 (-66%)

Value$10.4K (-$22.1K)

Filed 2026-10-14

Entrust Financial LLC

UNCHANGED

Shares666 from 666

Change0 (0%)

Value$8.9K (-$586)

Filed 2026-11-04

Financial Management Professionals, Inc.

UNCHANGED

Shares666 from 666

Change0 (0%)

Value$9.0K (-$586)

Filed 2026-10-23

SRH Advisors, LLC

UNCHANGED

Shares510 from 510

Change0 (0%)

Value$6.8K (-$449)

Filed 2026-10-22

Thompson Investment Management, Inc.

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$5.0K (-$330)

Filed 2026-10-14

FNY Investment Advisers, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2 ($0)

Filed 2026-10-16

Trust Co of Toledo NA

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$739 (-$48)

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$94 (-$6)

Filed 2026-11-06

NWF Advisory Services Inc.

CLOSED

Shares0 from 19,300

Change-19,300 (-100%)

Value$0 (-$276.2K)

Filed 2026-10-19

Plan Group Financial, LLC

CLOSED

Shares0 from 16,540

Change-16,540 (-100%)

Value$0 (-$236.7K)

Filed 2026-10-22

HUB Investment Partners, LLC

CLOSED

Shares0 from 13,233

Change-13,233 (-100%)

Value$0 (-$189.4K)

Filed 2026-11-03

Wealth Dimensions Group, Ltd.

CLOSED

Shares0 from 11,521

Change-11,521 (-100%)

Value$0 (-$164.9K)

Filed 2026-11-02

International Assets Investment Management, LLC

CLOSED

Shares0 from 5,194

Change-5,194 (-100%)

Value$0 (-$74.5K)

Filed 2026-11-02

RHL Group, LLC

CLOSED

Shares0 from 3,456

Change-3,456 (-100%)

Value$0 (-$48.4K)

Filed 2026-11-04

First Horizon Corp

CLOSED

Shares0 from 556

Change-556 (-100%)

Value$0 (-$8.0K)

Filed 2026-10-26

Robinswood Financial LLC

CLOSED

Shares0 from 411

Change-411 (-100%)

Value$0 (-$5.9K)

Filed 2026-10-20

UBS Group AG

N/A

Shares— from 1,372,929

Change-1,372,929 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,160,084

Change-1,160,084 (-100%)

Value—

Stephens Inc

N/A

Shares— from 676,632

Change-676,632 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 575,151

Change-575,151 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 484,228

Change-484,228 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 396,676

Change-396,676 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 389,678

Change-389,678 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 367,456

Change-367,456 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 340,703

Change-340,703 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 145,694

Change-145,694 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 126,102

Change-126,102 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 115,433

Change-115,433 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 90,961

Change-90,961 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 63,026

Change-63,026 (-100%)

Value—

Access Financial Services, Inc.

N/A

Shares— from 54,191

Change-54,191 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 52,000

Change-52,000 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 47,233

Change-47,233 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 37,479

Change-37,479 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 36,825

Change-36,825 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 34,298

Change-34,298 (-100%)

Value—

Steadtrust LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 29,000

Change-29,000 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 28,297

Change-28,297 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 24,268

Change-24,268 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 23,215

Change-23,215 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 22,978

Change-22,978 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 22,669

Change-22,669 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 20,722

Change-20,722 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 19,958

Change-19,958 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 18,674

Change-18,674 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 17,831

Change-17,831 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 16,968

Change-16,968 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 15,613

Change-15,613 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 14,747

Change-14,747 (-100%)

Value—

First National Bank & Trust Co of Newtown

N/A

Shares— from 14,450

Change-14,450 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 12,942

Change-12,942 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,504

Change-12,504 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,084

Change-12,084 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 11,295

Change-11,295 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 10,504

Change-10,504 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 10,176

Change-10,176 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9,439

Change-9,439 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,708

Change-6,708 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 6,251

Change-6,251 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 5,822

Change-5,822 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 3,151

Change-3,151 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,634

Change-1,634 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 1,072

Change-1,072 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 855

Change-855 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 750

Change-750 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 492

Change-492 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 301

Change-301 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	773,125	668,196	+104,929	+16%	$9.6M	$10.4M	+$821.2K	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	373,274	395,696	-22,422	-6%	$5.7M	$5.0K	-$5.7M	2026-11-02
LPL Financial LLC	INCREASED	294,020	287,254	+6,766	+2%	$4.1M	$3.9M	-$161.9K	2026-11-06
Prospera Financial Services Inc	INCREASED	209,931	209,878	+53	+0%	$3.0M	$2.8M	-$177.7K	2026-11-04
Wealth Enhancement Advisory Services, LLC	INCREASED	159,083	23,757	+135,326	+570%	$339.5K	$2.1M	+$1.7M	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	99,128	103,278	-4,150	-4%	$1.5M	$1.3M	-$146.6K	2026-11-02
Melfa Wealth Management, Inc.	UNCHANGED	97,604	97,604	0	0%	$1.4M	$1.3M	-$85.9K	2026-11-06
Capital Advisors Wealth Management, LLC	DECREASED	93,555	100,310	-6,755	-7%	$1.4M	$1.3M	-$179.0K	2026-10-09
AdvisorNet Financial, Inc	INCREASED	66,544	55,365	+11,179	+20%	$792.3K	$865.1K	+$72.8K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	51,471	43,459	+8,012	+18%	$621.9K	$691.3K	+$69.4K	2026-11-02
Tiller Private Wealth, Inc.	INCREASED	45,882	39,765	+6,117	+15%	$569.0K	$616.2K	+$47.2K	2026-10-26
Wedbush Securities Inc	INCREASED	43,385	43,382	+3	+0%	$621.0K	$583	-$620.4K	2026-10-22
Capital Investment Advisors, LLC	DECREASED	38,012	38,937	-925	-2%	$557.2K	$510.5K	-$46.7K	2026-10-22
Pinnacle Associates LTD	INCREASED	33,985	30,500	+3,485	+11%	$436.5K	$456.4K	+$20.0K	2026-10-20
Stronghold Wealth Management L.L.C.	UNCHANGED	32,819	32,819	0	0%	$469.6K	$440.8K	-$28.9K	2026-10-16
Omni 360 Wealth, Inc.	DECREASED	32,340	33,540	-1,200	-4%	$480.0K	$434.3K	-$45.6K	2026-10-13
Concurrent Investment Advisors, LLC	INCREASED	31,926	31,581	+345	+1%	$451.9K	$428.8K	-$23.2K	2026-10-16
Fortitude Advisory Group L.L.C.	UNCHANGED	31,826	31,826	0	0%	$455.4K	$427.4K	-$28.0K	2026-10-15
Breakwater Capital Group	DECREASED	31,368	50,337	-18,969	-38%	$720.3K	$421.3K	-$299.1K	2026-10-09
ProVise Management Group, LLC	INCREASED	28,417	27,467	+950	+3%	$393.1K	$381.6K	-$11.4K	2026-11-06
WealthBridge Capital Management, LLC	INCREASED	19,115	18,092	+1,023	+6%	$258.9K	$256.7K	-$2.2K	2026-10-16
Blake Schutter Theil Wealth Advisors, LLC	UNCHANGED	17,870	17,870	0	0%	$255.7K	$240.0K	-$15.7K	2026-11-02
Clean Yield Group	INCREASED	17,778	6,653	+11,125	+167%	$95.2K	$238.8K	+$143.6K	2026-10-28
Keybank National Association	DECREASED	15,152	22,727	-7,575	-33%	$325.2K	$203.5K	-$121.7K	2026-11-04
Gerber Kawasaki Wealth & Investment Management	UNCHANGED	15,050	15,050	0	0%	$215.4K	$202.1K	-$13.2K	2026-10-29
Redwood Family Wealth LLC	INCREASED	14,913	14,162	+751	+5%	$202.7K	$200.3K	-$2.4K	2026-10-20
Great Lakes Retirement, Inc.	UNCHANGED	14,260	14,260	0	0%	$204.8K	$192.3K	-$12.5K	2026-10-26
Visionary Horizons, LLC	UNCHANGED	13,980	13,980	0	0%	$200.1K	$187.8K	-$12.3K	2026-10-22
Fifth Third Bancorp	UNCHANGED	13,646	13,646	0	0%	$195.3K	$183.3K	-$12.0K	2026-11-05
D.A. Davidson & Co.	DECREASED	13,140	14,854	-1,714	-12%	$212.6K	$176.5K	-$36.1K	2026-10-28
Summit Financial Wealth Advisors, LLC	UNCHANGED	12,957	12,957	0	0%	$185.4K	$174.0K	-$11.4K	2026-10-15
Realta Investment Advisors	UNCHANGED	12,250	12,250	0	0%	$175.3K	$164.5K	-$10.8K	2026-10-14
Sightline Wealth Advisors, LLC	DECREASED	11,411	15,850	-4,439	-28%	$226.8K	$153.3K	-$73.6K	2026-10-21
Avior Wealth Management, LLC	DECREASED	10,728	16,388	-5,660	-35%	$234.5K	$144.1K	-$90.4K	2026-10-13
Opal Wealth Advisors, LLC	UNCHANGED	10,346	10,346	0	0%	$148.1K	$138.9K	-$9.1K	2026-10-16
Williams Jones Wealth Management, Llc.	UNCHANGED	10,305	10,305	0	0%	$147.5K	$138.4K	-$9.1K	2026-11-05
Diligent Investors, LLC	UNCHANGED	10,000	10,000	0	0%	$143.1K	$134.3K	-$8.8K	2026-10-21
Jacobi Capital Management LLC	NEW	8,415	—	+8,415	—	—	$113.0K	—	2026-11-05
Farther Finance Advisors, LLC	DECREASED	5,928	6,428	-500	-8%	$92.0K	$79.6K	-$12.4K	2026-10-08
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	5,914	5,914	0	0%	$84.6K	$79.4K	-$5.2K	2026-10-15
Pinnacle Bancorp, Inc.	UNCHANGED	4,491	4,491	0	0%	$64.3K	$60.3K	-$4.0K	2026-10-21
Bayban	UNCHANGED	4,371	4,371	0	0%	$62.5K	$62.5K	$0	2026-11-05
Cullen T Bankers, Inc.	NEW	4,323	—	+4,323	—	—	$58.1K	—	2026-10-28
IFP Advisors, Inc	UNCHANGED	2,436	2,436	0	0%	$34.9K	$32.7K	-$2.1K	2026-10-16
Tradewinds Capital Management, LLC	UNCHANGED	2,394	2,394	0	0%	$34.3K	$32.2K	-$2.1K	2026-10-23
US Bancorp \de\	UNCHANGED	1,904	1,904	0	0%	$27.2K	$25.6K	-$1.7K	2026-11-05
Wolff Wiese Magana LLC	UNCHANGED	1,410	1,410	0	0%	$20.2K	$18.9K	-$1.2K	2026-10-15
Noble Wealth Management PBC	UNCHANGED	1,316	1,316	0	0%	$18.8K	$17.7K	-$1.2K	2026-10-01
Ascentis Independent Advisors	NEW	829	—	+829	—	—	$11.1K	—	2026-11-03
Ascentis Wealth Management, LLC	UNCHANGED	788	788	0	0%	$11.3K	$10.6K	-$694	2026-11-03
Mather Group, Llc.	DECREASED	771	2,266	-1,495	-66%	$32.4K	$10.4K	-$22.1K	2026-10-14
Entrust Financial LLC	UNCHANGED	666	666	0	0%	$9.5K	$8.9K	-$586	2026-11-04
Financial Management Professionals, Inc.	UNCHANGED	666	666	0	0%	$9.6K	$9.0K	-$586	2026-10-23
SRH Advisors, LLC	UNCHANGED	510	510	0	0%	$7.3K	$6.8K	-$449	2026-10-22
Thompson Investment Management, Inc.	UNCHANGED	375	375	0	0%	$5.4K	$5.0K	-$330	2026-10-14
FNY Investment Advisers, LLC	UNCHANGED	200	200	0	0%	$2	$2	$0	2026-10-16
Trust Co of Toledo NA	UNCHANGED	55	55	0	0%	$787	$739	-$48	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	7	7	0	0%	$100	$94	-$6	2026-11-06
NWF Advisory Services Inc.	CLOSED	0	19,300	-19,300	-100%	$276.2K	$0	-$276.2K	2026-10-19
Plan Group Financial, LLC	CLOSED	0	16,540	-16,540	-100%	$236.7K	$0	-$236.7K	2026-10-22
HUB Investment Partners, LLC	CLOSED	0	13,233	-13,233	-100%	$189.4K	$0	-$189.4K	2026-11-03
Wealth Dimensions Group, Ltd.	CLOSED	0	11,521	-11,521	-100%	$164.9K	$0	-$164.9K	2026-11-02
International Assets Investment Management, LLC	CLOSED	0	5,194	-5,194	-100%	$74.5K	$0	-$74.5K	2026-11-02
RHL Group, LLC	CLOSED	0	3,456	-3,456	-100%	$48.4K	$0	-$48.4K	2026-11-04
First Horizon Corp	CLOSED	0	556	-556	-100%	$8.0K	$0	-$8.0K	2026-10-26
Robinswood Financial LLC	CLOSED	0	411	-411	-100%	$5.9K	$0	-$5.9K	2026-10-20
UBS Group AG	N/A	—	1,372,929	-1,372,929	-100%	$19.6M	—	—	—
Guggenheim Capital LLC	N/A	—	1,160,084	-1,160,084	-100%	$16.6M	—	—	—
Stephens Inc	N/A	—	676,632	-676,632	-100%	$9.7M	—	—	—
Morgan Stanley	N/A	—	575,151	-575,151	-100%	$8.2M	—	—	—
Bank of America Corp	N/A	—	484,228	-484,228	-100%	$6.9M	—	—	—
Wells Fargo & Company	N/A	—	396,676	-396,676	-100%	$5.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	389,678	-389,678	-100%	$5.6M	—	—	—
Van Eck Associates Corp	N/A	—	367,456	-367,456	-100%	$5.3M	—	—	—
Raymond James Financial Inc	N/A	—	340,703	-340,703	-100%	$4.9M	—	—	—
Royal Bank of Canada	N/A	—	145,694	-145,694	-100%	$2.1M	—	—	—
Ameriprise Financial Inc	N/A	—	126,102	-126,102	-100%	$1.8M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	115,433	-115,433	-100%	$1.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	90,961	-90,961	-100%	$1.3M	—	—	—
Cascade Financial Partners, LLC	N/A	—	63,026	-63,026	-100%	$901.9K	—	—	—
Access Financial Services, Inc.	N/A	—	54,191	-54,191	-100%	$775.5K	—	—	—
McMillan Office, Inc.	N/A	—	52,000	-52,000	-100%	$744.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	47,233	-47,233	-100%	$676.0K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	37,479	-37,479	-100%	$536.3K	—	—	—
Cetera Investment Advisers	N/A	—	36,825	-36,825	-100%	$527.0K	—	—	—
Stifel Financial Corp	N/A	—	34,298	-34,298	-100%	$490.8K	—	—	—
Steadtrust LLC	N/A	—	30,000	-30,000	-100%	$429.3K	—	—	—
Essex Financial Services, Inc.	N/A	—	29,000	-29,000	-100%	$415.0K	—	—	—
Flputnam Investment Management Co	N/A	—	28,297	-28,297	-100%	$404.9K	—	—	—
Jane Street Group, LLC	N/A	—	24,268	-24,268	-100%	$347.3K	—	—	—
MAI Capital Management	N/A	—	23,215	-23,215	-100%	$332.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	22,978	-22,978	-100%	$328.8K	—	—	—
Readystate Asset Management LP	N/A	—	22,669	-22,669	-100%	$324.4K	—	—	—
World Investment Advisors	N/A	—	20,722	-20,722	-100%	$297.4K	—	—	—
Captrust Financial Advisors	N/A	—	19,958	-19,958	-100%	$285.6K	—	—	—
HighTower Advisors, LLC	N/A	—	18,674	-18,674	-100%	$267.2K	—	—	—
Baird Financial Group, Inc.	N/A	—	17,831	-17,831	-100%	$255.2K	—	—	—
Arax Advisory Partners	N/A	—	16,968	-16,968	-100%	$242.8K	—	—	—
XTX Topco Ltd	N/A	—	15,613	-15,613	-100%	$223.4K	—	—	—
Ancora Advisors LLCA	N/A	—	14,747	-14,747	-100%	$211.0K	—	—	—
First National Bank & Trust Co of Newtown	N/A	—	14,450	-14,450	-100%	$204.2K	—	—	—
Tyche Wealth Partners LLC	N/A	—	12,942	-12,942	-100%	$185.2K	—	—	—
Envestnet Asset Management Inc	N/A	—	12,504	-12,504	-100%	$178.9K	—	—	—
MML Investors Services, LLC	N/A	—	12,084	-12,084	-100%	$172.9K	—	—	—
Caprock Group, LLC	N/A	—	11,295	-11,295	-100%	$161.6K	—	—	—
Hilltop Holdings Inc.	N/A	—	10,504	-10,504	-100%	$150.3K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	10,176	-10,176	-100%	$145.6K	—	—	—
Harbour Investments, Inc.	N/A	—	9,439	-9,439	-100%	$135.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,708	-6,708	-100%	$96.0K	—	—	—
Rothschild Investment LLC	N/A	—	6,251	-6,251	-100%	$89.5K	—	—	—
Investors Portfolio Services LLC	N/A	—	5,822	-5,822	-100%	$83.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	3,151	-3,151	-100%	$45.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,634	-1,634	-100%	$23.4K	—	—	—
Vanguard National Trust Co	N/A	—	1,072	-1,072	-100%	$15.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	855	-855	-100%	$12.2K	—	—	—
BFC Planning, Inc.	N/A	—	750	-750	-100%	$10.7K	—	—	—
Basepoint Wealth LLC	N/A	—	492	-492	-100%	$7.0K	—	—	—
JPMorgan Chase & Co	N/A	—	301	-301	-100%	$4.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1	-1	-100%	$14	—	—	—

Showing 119 of 119 institutions