Pimco 1-5 Year US Tips Index (STPZ)

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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Walled Lake Planning & Wealth Management, LLC

INCREASED

Shares632,442 from 605,911

Change+26,531 (+4%)

Value$32.8M (+$485.5K)

Filed 2026-10-29

Eagle Strategies LLC

INCREASED

Shares312,745 from 289,382

Change+23,363 (+8%)

Value$16.2M (+$786.4K)

Filed 2026-10-16

D.A. Davidson & Co.

INCREASED

Shares122,945 from 115,738

Change+7,207 (+6%)

Value$6.4M (+$203.7K)

Filed 2026-10-28

Arbor Investment Advisors, LLC

INCREASED

Shares108,909 from 105,322

Change+3,587 (+3%)

Value$5.6M (+$31.3K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

INCREASED

Shares55,001 from 46,280

Change+8,721 (+19%)

Value$2.9M (+$384.3K)

Filed 2026-11-02

Lantern Wealth Advisors, LLC

INCREASED

Shares51,774 from 50,663

Change+1,111 (+2%)

Value$2.7M (-$16.8K)

Filed 2026-10-22

Woodward Financial Advisors, Inc.

DECREASED

Shares44,954 from 47,242

Change-2,288 (-5%)

Value$2.3M (-$188.1K)

Filed 2026-10-19

Wealthcare Advisory Partners LLC

NEW

Shares43,025

Change+43,025

Value$2.2M

Filed 2026-10-21

Concurrent Investment Advisors, LLC

INCREASED

Shares42,491 from 42,203

Change+288 (+1%)

Value$2.2M (-$47.1K)

Filed 2026-10-16

Truist Financial Corp

INCREASED

Shares35,228 from 32,686

Change+2,542 (+8%)

Value$1.8M (+$83.8K)

Filed 2026-10-30

Atria Investments, Inc

DECREASED

Shares22,556 from 44,382

Change-21,826 (-49%)

Value$1.2M (-$1.2M)

Filed 2026-10-15

Belleair Asset Management, LLC

DECREASED

Shares22,137 from 27,262

Change-5,125 (-19%)

Value$1.1M (-$305.9K)

Filed 2026-11-03

TD Private Client Wealth LLC

INCREASED

Shares19,752 from 17,642

Change+2,110 (+12%)

Value$1.0M (+$83.5K)

Filed 2026-10-28

Essential Planning, Llc.

DECREASED

Shares17,387 from 18,749

Change-1,362 (-7%)

Value$901.9K (-$98.2K)

Filed 2026-10-21

Creative Planning

DECREASED

Shares15,141 from 18,735

Change-3,594 (-19%)

Value$785.4K (-$214.0K)

Filed 2026-11-02

Ascent Group, LLC

NEW

Shares14,211

Change+14,211

Value$737.1K

Filed 2026-10-30

Breakwater Capital Group

NEW

Shares13,358

Change+13,358

Value$692.9K

Filed 2026-10-09

Cherry Tree Wealth Management, LLC

DECREASED

Shares11,814 from 13,219

Change-1,405 (-11%)

Value$612.8K (-$92.3K)

Filed 2026-10-15

HMV Wealth Advisors, LLC

UNCHANGED

Shares10,655 from 10,655

Change0 (0%)

Value$552.7K (-$15.7K)

Filed 2026-10-27

Montag A & Associates Inc

INCREASED

Shares10,200 from 9,525

Change+675 (+7%)

Value$529.1K (+$21.0K)

Filed 2026-10-29

TSA Wealth Managment LLC

NEW

Shares10,117

Change+10,117

Value$524.8K

Filed 2026-10-22

Courage Miller Partners, LLC

UNCHANGED

Shares10,084 from 10,084

Change0 (0%)

Value$523.1K (-$14.8K)

Filed 2026-10-21

Mezzasalma Advisors, LLC

INCREASED

Shares8,968 from 6,921

Change+2,047 (+30%)

Value$465.1K (+$96.0K)

Filed 2026-10-14

Perigon Wealth Management, LLC

NEW

Shares8,478

Change+8,478

Value$439.8K

Filed 2026-10-22

Partners Wealth Management, LLC

NEW

Shares7,923

Change+7,923

Value$411.0K

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares7,833 from 6,167

Change+1,666 (+27%)

Value$406.3K (+$77.4K)

Filed 2026-11-02

Breakwater Investment Management

DECREASED

Shares7,155 from 8,126

Change-971 (-12%)

Value$371.1K (-$62.3K)

Filed 2026-10-20

Aerodigm Wealth, LLC

INCREASED

Shares6,805 from 4,280

Change+2,525 (+59%)

Value$353.0K (+$124.7K)

Filed 2026-10-16

Evanson Financial, LLC

UNCHANGED

Shares6,306 from 6,306

Change0 (0%)

Value$327.1K (-$9.3K)

Filed 2026-10-23

Apollon Wealth Management, LLC

NEW

Shares5,243

Change+5,243

Value$272.0K

Filed 2026-10-23

Pines Wealth Management, LLC

DECREASED

Shares5,047 from 5,093

Change-46 (-1%)

Value$261.8K (-$9.9K)

Filed 2026-10-21

Robertson Stephens Wealth Management, LLC

UNCHANGED

Shares4,600 from 4,600

Change0 (0%)

Value$238.6K (-$6.8K)

Filed 2026-10-16

Canandaigua National Bank & Trust Co

UNCHANGED

Shares4,150 from 4,150

Change0 (0%)

Value$215.3K (-$6.1K)

Filed 2026-10-07

Western Reserve Capital Management, LLC

UNCHANGED

Shares4,118 from 4,118

Change0 (0%)

Value$213.6K (-$6.1K)

Filed 2026-10-14

Spire Wealth Management

NEW

Shares1,050

Change+1,050

Value$54.5K

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares868 from 886

Change-18 (-2%)

Value$45.0K (-$2.2K)

Filed 2026-10-27

Atwood & Palmer Inc

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$41.5K (-$1.2K)

Filed 2026-10-08

Maseco LLP

UNCHANGED

Shares793 from 793

Change0 (0%)

Value$41.1K (-$1.2K)

Filed 2026-10-27

Pinnacle Bancorp, Inc.

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$19.7K (-$558)

Filed 2026-10-21

Princeton Global Asset Management LLC

UNCHANGED

Shares312 from 312

Change0 (0%)

Value$16.2K (-$458)

Filed 2026-10-21

Ascentis Independent Advisors

DECREASED

Shares296 from 405

Change-109 (-27%)

Value$15.4K (-$6.2K)

Filed 2026-11-03

Fiduciary Advisors, Inc.

INCREASED

Shares210 from 206

Change+4 (+2%)

Value$10.9K (-$122)

Filed 2026-10-16

Private Trust Co NA

NEW

Shares118

Change+118

Value$6.1K

Filed 2026-10-20

Iron Financial LLC

CLOSED

Shares0 from 5,612

Change-5,612 (-100%)

Value$0 (-$299.3K)

Filed 2026-10-23

Marathon Strategic Advisors, LLC

CLOSED

Shares0 from 4,964

Change-4,964 (-100%)

Value$0 (-$264.8K)

Filed 2026-10-20

Apella Capital, LLC

CLOSED

Shares0 from 3,960

Change-3,960 (-100%)

Value$0 (-$209.6K)

Filed 2026-10-08

Farther Finance Advisors, LLC

CLOSED

Shares0 from 32

Change-32 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-08

Assetmark, Inc

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$693)

Filed 2026-10-21

Simplex Trading, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$213)

Filed 2026-11-04

Bank of America Corp

N/A

Shares— from 999,708

Change-999,708 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 562,327

Change-562,327 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 512,308

Change-512,308 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 497,960

Change-497,960 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 301,135

Change-301,135 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 260,841

Change-260,841 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 255,166

Change-255,166 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 217,200

Change-217,200 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 181,292

Change-181,292 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 155,678

Change-155,678 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 149,193

Change-149,193 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 144,471

Change-144,471 (-100%)

Value—

Kelman-Lazarov, Inc.

N/A

Shares— from 131,408

Change-131,408 (-100%)

Value—

Tiaa Trust, National Association

N/A

Shares— from 119,832

Change-119,832 (-100%)

Value—

Optimus Capital Advisors, LLC

N/A

Shares— from 96,664

Change-96,664 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 83,546

Change-83,546 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 83,067

Change-83,067 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 80,411

Change-80,411 (-100%)

Value—

Lutz Financial Services LLC

N/A

Shares— from 76,584

Change-76,584 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 66,219

Change-66,219 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 64,197

Change-64,197 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 59,898

Change-59,898 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 58,032

Change-58,032 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 52,462

Change-52,462 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 51,178

Change-51,178 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 48,445

Change-48,445 (-100%)

Value—

UBS Group AG

N/A

Shares— from 42,144

Change-42,144 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 37,575

Change-37,575 (-100%)

Value—

Hudson Portfolio Management LLC

N/A

Shares— from 33,098

Change-33,098 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 24,873

Change-24,873 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 21,207

Change-21,207 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 19,499

Change-19,499 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 18,199

Change-18,199 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 17,456

Change-17,456 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 16,943

Change-16,943 (-100%)

Value—

Alesco Advisors, LLC, An ESL Co

N/A

Shares— from 16,710

Change-16,710 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 15,394

Change-15,394 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 14,138

Change-14,138 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 13,588

Change-13,588 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 11,937

Change-11,937 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 11,513

Change-11,513 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 10,417

Change-10,417 (-100%)

Value—

Gould Asset Management LLC

N/A

Shares— from 10,075

Change-10,075 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 9,920

Change-9,920 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 9,184

Change-9,184 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,122

Change-9,122 (-100%)

Value—

Vertex Planning Partners, LLC

N/A

Shares— from 8,958

Change-8,958 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 7,875

Change-7,875 (-100%)

Value—

Dimension Capital Management LLC

N/A

Shares— from 7,483

Change-7,483 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,021

Change-7,021 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 5,936

Change-5,936 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,801

Change-5,801 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,603

Change-5,603 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 5,600

Change-5,600 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 5,150

Change-5,150 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,587

Change-4,587 (-100%)

Value—

Arkos Global Advisors

N/A

Shares— from 4,304

Change-4,304 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 3,842

Change-3,842 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,745

Change-3,745 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 3,125

Change-3,125 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,480

Change-2,480 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 1,070

Change-1,070 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 821

Change-821 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 765

Change-765 (-100%)

Value—

Blair William & Co

N/A

Shares— from 645

Change-645 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 596

Change-596 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 464

Change-464 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 382

Change-382 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 351

Change-351 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 323

Change-323 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 315

Change-315 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 101

Change-101 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 85

Change-85 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 76

Change-76 (-100%)

Value—

	Status
Walled Lake Planning & Wealth Management, LLC	INCREASED	632,442	605,911	+26,531	+4%	$32.3M	$32.8M	+$485.5K	2026-10-29
Eagle Strategies LLC	INCREASED	312,745	289,382	+23,363	+8%	$15.4M	$16.2M	+$786.4K	2026-10-16
D.A. Davidson & Co.	INCREASED	122,945	115,738	+7,207	+6%	$6.2M	$6.4M	+$203.7K	2026-10-28
Arbor Investment Advisors, LLC	INCREASED	108,909	105,322	+3,587	+3%	$5.6M	$5.6M	+$31.3K	2026-10-26
Commonwealth Equity Services, LLC	INCREASED	55,001	46,280	+8,721	+19%	$2.5M	$2.9M	+$384.3K	2026-11-02
Lantern Wealth Advisors, LLC	INCREASED	51,774	50,663	+1,111	+2%	$2.7M	$2.7M	-$16.8K	2026-10-22
Woodward Financial Advisors, Inc.	DECREASED	44,954	47,242	-2,288	-5%	$2.5M	$2.3M	-$188.1K	2026-10-19
Wealthcare Advisory Partners LLC	NEW	43,025	—	+43,025	—	—	$2.2M	—	2026-10-21
Concurrent Investment Advisors, LLC	INCREASED	42,491	42,203	+288	+1%	$2.3M	$2.2M	-$47.1K	2026-10-16
Truist Financial Corp	INCREASED	35,228	32,686	+2,542	+8%	$1.7M	$1.8M	+$83.8K	2026-10-30
Atria Investments, Inc	DECREASED	22,556	44,382	-21,826	-49%	$2.4M	$1.2M	-$1.2M	2026-10-15
Belleair Asset Management, LLC	DECREASED	22,137	27,262	-5,125	-19%	$1.5M	$1.1M	-$305.9K	2026-11-03
TD Private Client Wealth LLC	INCREASED	19,752	17,642	+2,110	+12%	$941.0K	$1.0M	+$83.5K	2026-10-28
Essential Planning, Llc.	DECREASED	17,387	18,749	-1,362	-7%	$1.0M	$901.9K	-$98.2K	2026-10-21
Creative Planning	DECREASED	15,141	18,735	-3,594	-19%	$999.3K	$785.4K	-$214.0K	2026-11-02
Ascent Group, LLC	NEW	14,211	—	+14,211	—	—	$737.1K	—	2026-10-30
Breakwater Capital Group	NEW	13,358	—	+13,358	—	—	$692.9K	—	2026-10-09
Cherry Tree Wealth Management, LLC	DECREASED	11,814	13,219	-1,405	-11%	$705.1K	$612.8K	-$92.3K	2026-10-15
HMV Wealth Advisors, LLC	UNCHANGED	10,655	10,655	0	0%	$568.3K	$552.7K	-$15.7K	2026-10-27
Montag A & Associates Inc	INCREASED	10,200	9,525	+675	+7%	$508.1K	$529.1K	+$21.0K	2026-10-29
TSA Wealth Managment LLC	NEW	10,117	—	+10,117	—	—	$524.8K	—	2026-10-22
Courage Miller Partners, LLC	UNCHANGED	10,084	10,084	0	0%	$537.9K	$523.1K	-$14.8K	2026-10-21
Mezzasalma Advisors, LLC	INCREASED	8,968	6,921	+2,047	+30%	$369.2K	$465.1K	+$96.0K	2026-10-14
Perigon Wealth Management, LLC	NEW	8,478	—	+8,478	—	—	$439.8K	—	2026-10-22
Partners Wealth Management, LLC	NEW	7,923	—	+7,923	—	—	$411.0K	—	2026-10-28
Kestra Advisory Services, LLC	INCREASED	7,833	6,167	+1,666	+27%	$328.9K	$406.3K	+$77.4K	2026-11-02
Breakwater Investment Management	DECREASED	7,155	8,126	-971	-12%	$433.4K	$371.1K	-$62.3K	2026-10-20
Aerodigm Wealth, LLC	INCREASED	6,805	4,280	+2,525	+59%	$228.3K	$353.0K	+$124.7K	2026-10-16
Evanson Financial, LLC	UNCHANGED	6,306	6,306	0	0%	$336.4K	$327.1K	-$9.3K	2026-10-23
Apollon Wealth Management, LLC	NEW	5,243	—	+5,243	—	—	$272.0K	—	2026-10-23
Pines Wealth Management, LLC	DECREASED	5,047	5,093	-46	-1%	$271.7K	$261.8K	-$9.9K	2026-10-21
Robertson Stephens Wealth Management, LLC	UNCHANGED	4,600	4,600	0	0%	$245.4K	$238.6K	-$6.8K	2026-10-16
Canandaigua National Bank & Trust Co	UNCHANGED	4,150	4,150	0	0%	$221.4K	$215.3K	-$6.1K	2026-10-07
Western Reserve Capital Management, LLC	UNCHANGED	4,118	4,118	0	0%	$219.7K	$213.6K	-$6.1K	2026-10-14
Spire Wealth Management	NEW	1,050	—	+1,050	—	—	$54.5K	—	2026-10-30
Pinnacle Wealth Planning Services, Inc.	DECREASED	868	886	-18	-2%	$47.3K	$45.0K	-$2.2K	2026-10-27
Atwood & Palmer Inc	UNCHANGED	800	800	0	0%	$42.7K	$41.5K	-$1.2K	2026-10-08
Maseco LLP	UNCHANGED	793	793	0	0%	$42.3K	$41.1K	-$1.2K	2026-10-27
Pinnacle Bancorp, Inc.	UNCHANGED	380	380	0	0%	$20.3K	$19.7K	-$558	2026-10-21
Princeton Global Asset Management LLC	UNCHANGED	312	312	0	0%	$16.6K	$16.2K	-$458	2026-10-21
Ascentis Independent Advisors	DECREASED	296	405	-109	-27%	$21.6K	$15.4K	-$6.2K	2026-11-03
Fiduciary Advisors, Inc.	INCREASED	210	206	+4	+2%	$11.0K	$10.9K	-$122	2026-10-16
Private Trust Co NA	NEW	118	—	+118	—	—	$6.1K	—	2026-10-20
Iron Financial LLC	CLOSED	0	5,612	-5,612	-100%	$299.3K	$0	-$299.3K	2026-10-23
Marathon Strategic Advisors, LLC	CLOSED	0	4,964	-4,964	-100%	$264.8K	$0	-$264.8K	2026-10-20
Apella Capital, LLC	CLOSED	0	3,960	-3,960	-100%	$209.6K	$0	-$209.6K	2026-10-08
Farther Finance Advisors, LLC	CLOSED	0	32	-32	-100%	$1.7K	$0	-$1.7K	2026-10-08
Assetmark, Inc	CLOSED	0	13	-13	-100%	$693	$0	-$693	2026-10-21
Simplex Trading, LLC	CLOSED	0	4	-4	-100%	$213	$0	-$213	2026-11-04
Bank of America Corp	N/A	—	999,708	-999,708	-100%	$53.3M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	562,327	-562,327	-100%	$30.0M	—	—	—
Bank of Nova Scotia	N/A	—	512,308	-512,308	-100%	$27.6M	—	—	—
Morgan Stanley	N/A	—	497,960	-497,960	-100%	$26.6M	—	—	—
IHT Wealth Management, LLC	N/A	—	301,135	-301,135	-100%	$16.1M	—	—	—
LPL Financial LLC	N/A	—	260,841	-260,841	-100%	$13.9M	—	—	—
Bleakley Financial Group, LLC	N/A	—	255,166	-255,166	-100%	$13.6M	—	—	—
Wells Fargo & Company	N/A	—	217,200	-217,200	-100%	$11.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	181,292	-181,292	-100%	$9.7M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	155,678	-155,678	-100%	$8.3M	—	—	—
Royal Bank of Canada	N/A	—	149,193	-149,193	-100%	$8.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	144,471	-144,471	-100%	$7.7M	—	—	—
Kelman-Lazarov, Inc.	N/A	—	131,408	-131,408	-100%	$7.0M	—	—	—
Tiaa Trust, National Association	N/A	—	119,832	-119,832	-100%	$6.4M	—	—	—
Optimus Capital Advisors, LLC	N/A	—	96,664	-96,664	-100%	$5.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	83,546	-83,546	-100%	$4.5M	—	—	—
Focus Partners Wealth	N/A	—	83,067	-83,067	-100%	$4.4M	—	—	—
Citadel Advisors LLC	N/A	—	80,411	-80,411	-100%	$4.3M	—	—	—
Lutz Financial Services LLC	N/A	—	76,584	-76,584	-100%	$4.1M	—	—	—
Jane Street Group, LLC	N/A	—	66,219	-66,219	-100%	$3.5M	—	—	—
Stifel Financial Corp	N/A	—	64,197	-64,197	-100%	$3.4M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	59,898	-59,898	-100%	$3.2M	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	58,032	-58,032	-100%	$3.1M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	52,462	-52,462	-100%	$2.8M	—	—	—
Ameriprise Financial Inc	N/A	—	51,178	-51,178	-100%	$2.7M	—	—	—
Captrust Financial Advisors	N/A	—	48,445	-48,445	-100%	$2.6M	—	—	—
UBS Group AG	N/A	—	42,144	-42,144	-100%	$2.2M	—	—	—
Destination Wealth Management	N/A	—	37,575	-37,575	-100%	$2.0M	—	—	—
Hudson Portfolio Management LLC	N/A	—	33,098	-33,098	-100%	$1.8M	—	—	—
Summit Financial, LLC	N/A	—	24,873	-24,873	-100%	$1.3M	—	—	—
Raymond James Financial Inc	N/A	—	21,207	-21,207	-100%	$1.1M	—	—	—
Rehmann Capital Advisory Group	N/A	—	19,499	-19,499	-100%	$1.0M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	18,199	-18,199	-100%	$970.9K	—	—	—
Advisory Services Network, LLC	N/A	—	17,456	-17,456	-100%	$931.1K	—	—	—
Cetera Investment Advisers	N/A	—	16,943	-16,943	-100%	$903.7K	—	—	—
Alesco Advisors, LLC, An ESL Co	N/A	—	16,710	-16,710	-100%	$891.3K	—	—	—
Flow Traders U.S. LLC	N/A	—	15,394	-15,394	-100%	$821.0K	—	—	—
Fiduciary Trust Co	N/A	—	14,138	-14,138	-100%	$754.1K	—	—	—
MML Investors Services, LLC	N/A	—	13,588	-13,588	-100%	$724.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	11,937	-11,937	-100%	$636.8K	—	—	—
WCG Wealth Advisors LLC	N/A	—	11,513	-11,513	-100%	$614.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	10,417	-10,417	-100%	$555.6K	—	—	—
Gould Asset Management LLC	N/A	—	10,075	-10,075	-100%	$537.4K	—	—	—
Allworth Financial LP	N/A	—	9,920	-9,920	-100%	$529.1K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	9,184	-9,184	-100%	$489.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	9,122	-9,122	-100%	$486.6K	—	—	—
Vertex Planning Partners, LLC	N/A	—	8,958	-8,958	-100%	$477.8K	—	—	—
NorthRock Partners, LLC	N/A	—	7,875	-7,875	-100%	$420.0K	—	—	—
Dimension Capital Management LLC	N/A	—	7,483	-7,483	-100%	$399.1K	—	—	—
Private Advisor Group, LLC	N/A	—	7,021	-7,021	-100%	$374.5K	—	—	—
Diversified Trust Co	N/A	—	6,000	-6,000	-100%	$320.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	5,936	-5,936	-100%	$316.6K	—	—	—
JPMorgan Chase & Co	N/A	—	5,801	-5,801	-100%	$309.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,603	-5,603	-100%	$298.9K	—	—	—
Composition Wealth, LLC	N/A	—	5,600	-5,600	-100%	$298.7K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	5,150	-5,150	-100%	$274.7K	—	—	—
HighTower Advisors, LLC	N/A	—	4,587	-4,587	-100%	$244.6K	—	—	—
Arkos Global Advisors	N/A	—	4,304	-4,304	-100%	$230.0K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	3,842	-3,842	-100%	$204.9K	—	—	—
Arax Advisory Partners	N/A	—	3,745	-3,745	-100%	$199.8K	—	—	—
EP Wealth Advisors, LLC	N/A	—	3,125	-3,125	-100%	$166.7K	—	—	—
IFG Advisory, LLC	N/A	—	2,480	-2,480	-100%	$132.3K	—	—	—
Colonial Trust Co / SC	N/A	—	1,070	-1,070	-100%	$57.1K	—	—	—
Dogwood Wealth Management LLC	N/A	—	821	-821	-100%	$43.8K	—	—	—
Fifth Third Bancorp	N/A	—	765	-765	-100%	$40.8K	—	—	—
Blair William & Co	N/A	—	645	-645	-100%	$34.4K	—	—	—
AE Wealth Management LLC	N/A	—	596	-596	-100%	$31.8K	—	—	—
Kerr Financial Planning Corp	N/A	—	464	-464	-100%	$24.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	382	-382	-100%	$20.4K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	351	-351	-100%	$18.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	323	-323	-100%	$17.2K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	315	-315	-100%	$16.8K	—	—	—
Russell Investments Group, Ltd.	N/A	—	101	-101	-100%	$5.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	85	-85	-100%	$4.5K	—	—	—
Darwin Wealth Management, LLC	N/A	—	84	-84	-100%	$4.5K	—	—	—
Harbour Investments, Inc.	N/A	—	76	-76	-100%	$4.1K	—	—	—

Showing 125 of 125 institutions