Pimco 15+ YR US Tips Indx (LTPZ)

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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Midland Wealth Advisors, LLC

NEW

Shares1,077,483

Change+1,077,483

Value$48.6M

Filed 2026-10-26

Altfest L J & Co Inc

INCREASED

Shares393,369 from 284,363

Change+109,006 (+38%)

Value$17.7M (+$3.3M)

Filed 2026-10-27

Heck Capital Advisors, LLC

NEW

Shares276,957

Change+276,957

Value$12.5M

Filed 2026-10-14

Financial Architects, LLC

NEW

Shares262,675

Change+262,675

Value$11.8M

Filed 2026-10-13

Fermata Advisors, LLC

INCREASED

Shares179,609 from 162,273

Change+17,336 (+11%)

Value$8.1M (-$118.8K)

Filed 2026-10-13

Mid-American Wealth Advisory Group, Inc.

DECREASED

Shares162,159 from 171,345

Change-9,186 (-5%)

Value$7.3M (-$1.4M)

Filed 2026-10-21

Sovran Advisors, LLC

DECREASED

Shares154,054 from 163,290

Change-9,236 (-6%)

Value$7.3M (-$648.0K)

Filed 2026-11-02

Deane Retirement Strategies, Inc.

NEW

Shares134,931

Change+134,931

Value$6.1M

Filed 2026-10-09

Yoder Wealth Management, Inc.

INCREASED

Shares121,716 from 118,266

Change+3,450 (+3%)

Value$5.5M (-$500.8K)

Filed 2026-10-13

Lloyd Advisory Services, Llc.

INCREASED

Shares81,678 from 81,212

Change+466 (+1%)

Value$3.7M (-$429.7K)

Filed 2026-11-02

Sjbenen Advisory, LLC

INCREASED

Shares81,448 from 66,474

Change+14,974 (+23%)

Value$3.6M (+$309.1K)

Filed 2026-10-19

Ares Financial Consulting, LLC

INCREASED

Shares80,165 from 68,277

Change+11,888 (+17%)

Value$3.6M (+$157.2K)

Filed 2026-10-19

Focus Financial Network, Inc.

INCREASED

Shares52,708 from 52,185

Change+523 (+1%)

Value$2.4M (-$266.0K)

Filed 2026-10-14

Vanguard Capital Wealth Advisors

INCREASED

Shares51,489 from 29,038

Change+22,451 (+77%)

Value$2.3M (+$851.4K)

Filed 2026-10-16

Torren Management, LLC

INCREASED

Shares37,317 from 20,406

Change+16,911 (+83%)

Value$1.7M (+$649.4K)

Filed 2026-10-29

SteelPeak Wealth, LLC

INCREASED

Shares26,487 from 25,462

Change+1,025 (+4%)

Value$1.2M (-$95.1K)

Filed 2026-10-16

Atria Investments, Inc

INCREASED

Shares15,645 from 12,656

Change+2,989 (+24%)

Value$705.6K (+$64.6K)

Filed 2026-10-15

Lifetime Wealth Management P.C.

DECREASED

Shares15,021 from 16,033

Change-1,012 (-6%)

Value$677.4K (-$134.7K)

Filed 2026-10-29

Svrn Asset Management, LLC

UNCHANGED

Shares14,993 from 14,993

Change0 (0%)

Value$676.2K (-$83.2K)

Filed 2026-11-02

Elevated Capital Advisors, LLC

INCREASED

Shares13,141 from 7,400

Change+5,741 (+78%)

Value$592.6K (+$217.8K)

Filed 2026-11-04

Iron Financial LLC

DECREASED

Shares12,403 from 13,241

Change-838 (-6%)

Value$559.4K (-$111.3K)

Filed 2026-10-23

Howard Bailey Securities, LLC

DECREASED

Shares11,847 from 12,573

Change-726 (-6%)

Value$534.3K (-$102.6K)

Filed 2026-10-27

B.O.S.S. Retirement Advisors, LLC

DECREASED

Shares11,081 from 11,362

Change-281 (-2%)

Value$499.7K (-$75.7K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

NEW

Shares8,679

Change+8,679

Value$391.4K

Filed 2026-11-02

Essential Partners LLC

INCREASED

Shares7,942 from 7,925

Change+17 (+0%)

Value$358.2K (-$43.2K)

Filed 2026-10-14

Avior Wealth Management, LLC

DECREASED

Shares5,966 from 6,071

Change-105 (-2%)

Value$269.1K (-$38.4K)

Filed 2026-10-13

Baker Ellis Asset Management LLC

UNCHANGED

Shares5,710 from 5,710

Change0 (0%)

Value$257.5K (-$31.7K)

Filed 2026-10-14

Avaii Wealth Management, LLC

INCREASED

Shares5,462 from 5,016

Change+446 (+9%)

Value$245.2K (-$8.8K)

Filed 2026-10-09

Aegis Wealth Management, Inc.

INCREASED

Shares5,170 from 4,513

Change+657 (+15%)

Value$233.2K (+$4.6K)

Filed 2026-10-26

CWC Advisors, Llc.

NEW

Shares5,042

Change+5,042

Value$227.4K

Filed 2026-10-15

United Advisor Group, LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$225.5K (-$27.8K)

Filed 2026-11-03

Quantify Chaos Advisors, LLC

NEW

Shares4,770

Change+4,770

Value$215.1K

Filed 2026-11-04

Modera Wealth Management, LLC

UNCHANGED

Shares4,757 from 4,757

Change0 (0%)

Value$214.5K (-$26.4K)

Filed 2026-10-28

Integrated Wealth Management

DECREASED

Shares4,693 from 4,711

Change-18 (0%)

Value$211.7K (-$26.9K)

Filed 2026-10-19

Great Lakes Retirement, Inc.

DECREASED

Shares4,407 from 4,725

Change-318 (-7%)

Value$198.7K (-$40.6K)

Filed 2026-10-26

Tounjian Advisory Partners, LLC

DECREASED

Shares3,398 from 3,671

Change-273 (-7%)

Value$153.3K (-$32.7K)

Filed 2026-11-04

Kingdom Financial Group Llc.

DECREASED

Shares3,321 from 3,400

Change-79 (-2%)

Value$149.8K (-$22.4K)

Filed 2026-11-04

Evolution Wealth Management Inc.

INCREASED

Shares2,769 from 2,687

Change+82 (+3%)

Value$124.9K (-$11.2K)

Filed 2026-10-28

Montgomery Financial Services LLC

DECREASED

Shares1,547 from 1,600

Change-53 (-3%)

Value$69.8K (-$11.3K)

Filed 2026-11-03

Simplex Trading, LLC

DECREASED

Shares986 from 2,431

Change-1,445 (-59%)

Value$44.5K (-$78.7K)

Filed 2026-11-04

Private Trust Co NA

NEW

Shares925

Change+925

Value$41.7K

Filed 2026-10-20

Larson Financial Group LLC

NEW

Shares919

Change+919

Value$41.4K

Filed 2026-11-05

Networth Advisors, LLC

INCREASED

Shares902 from 828

Change+74 (+9%)

Value$40.7K (-$1.2K)

Filed 2026-11-03

Harbor Investment Advisory, LLC

NEW

Shares400

Change+400

Value$18.0K

Filed 2026-10-13

Decker Retirement Planning Inc.

UNCHANGED

Shares278 from 278

Change0 (0%)

Value$12.5K (-$1.5K)

Filed 2026-10-19

EverSource Wealth Advisors, LLC

NEW

Shares242

Change+242

Value$10.9K

Filed 2026-11-04

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares179 from 179

Change0 (0%)

Value$8.1K (-$993)

Filed 2026-11-02

Parallel Advisors, LLC

INCREASED

Shares160 from 159

Change+1 (+1%)

Value$7.2K (-$887)

Filed 2026-11-03

Creative Financial Designs Inc

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$6.9K (-$844)

Filed 2026-11-04

Farther Finance Advisors, LLC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$1.4K (-$178)

Filed 2026-10-08

Compass Financial Management LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$316 (-$20)

Filed 2026-10-30

Dynamic Advisor Solutions LLC

CLOSED

Shares0 from 18,423

Change-18,423 (-100%)

Value$0 (-$933.1K)

Filed 2026-10-13

Lido Advisors, LLC

CLOSED

Shares0 from 5,687

Change-5,687 (-100%)

Value$0 (-$288.1K)

Filed 2026-11-04

Centennial Advisors, LLC

CLOSED

Shares0 from 4,688

Change-4,688 (-100%)

Value$0 (-$237.5K)

Filed 2026-10-21

GFS Advisors, LLC

CLOSED

Shares0 from 2,770

Change-2,770 (-100%)

Value$0 (-$206.3K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,321

Change-1,321 (-100%)

Value$0 (-$65.7K)

Filed 2026-11-02

Fifth Third Bancorp

CLOSED

Shares0 from 108

Change-108 (-100%)

Value$0 (-$5.5K)

Filed 2026-11-05

Central Trust Co

N/A

Shares— from 736,977

Change-736,977 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 532,294

Change-532,294 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 475,234

Change-475,234 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 439,786

Change-439,786 (-100%)

Value—

Avos Capital Management, LLC

N/A

Shares— from 319,331

Change-319,331 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 202,216

Change-202,216 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 174,533

Change-174,533 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 139,010

Change-139,010 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 128,467

Change-128,467 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 92,566

Change-92,566 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 88,778

Change-88,778 (-100%)

Value—

Balanced Rock Investment Advisors LLC

N/A

Shares— from 74,537

Change-74,537 (-100%)

Value—

Tortoise Investment Management, LLC

N/A

Shares— from 71,497

Change-71,497 (-100%)

Value—

Hirtle & Co., LLC

N/A

Shares— from 68,484

Change-68,484 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 55,171

Change-55,171 (-100%)

Value—

UBS Group AG

N/A

Shares— from 54,546

Change-54,546 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 47,277

Change-47,277 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 42,268

Change-42,268 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 38,881

Change-38,881 (-100%)

Value—

Wealthedge Investment Advisors, LLC

N/A

Shares— from 36,825

Change-36,825 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 34,427

Change-34,427 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 27,606

Change-27,606 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 24,394

Change-24,394 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 23,887

Change-23,887 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 23,134

Change-23,134 (-100%)

Value—

Global Endowment Management, LP

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 16,302

Change-16,302 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 14,704

Change-14,704 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,622

Change-8,622 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,286

Change-8,286 (-100%)

Value—

Authentikos Wealth Advisory, LLC

N/A

Shares— from 6,971

Change-6,971 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 6,316

Change-6,316 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 5,480

Change-5,480 (-100%)

Value—

Kastel Capital Advisors, LLC

N/A

Shares— from 5,196

Change-5,196 (-100%)

Value—

Greenline Partners, LLC

N/A

Shares— from 5,079

Change-5,079 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,698

Change-4,698 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 4,615

Change-4,615 (-100%)

Value—

Greenwich Wealth Management LLC

N/A

Shares— from 4,547

Change-4,547 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 4,507

Change-4,507 (-100%)

Value—

Legacy PCG, LLC

N/A

Shares— from 4,468

Change-4,468 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,218

Change-4,218 (-100%)

Value—

GenTrust, LLC

N/A

Shares— from 4,201

Change-4,201 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,121

Change-4,121 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,866

Change-1,866 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,388

Change-1,388 (-100%)

Value—

Edmond de Rothschild Holding S.A.

N/A

Shares— from 871

Change-871 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 845

Change-845 (-100%)

Value—

FMR LLC

N/A

Shares— from 278

Change-278 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 0

Change0

Value—

	Status
Midland Wealth Advisors, LLC	NEW	1,077,483	—	+1,077,483	—	—	$48.6M	—	2026-10-26
Altfest L J & Co Inc	INCREASED	393,369	284,363	+109,006	+38%	$14.4M	$17.7M	+$3.3M	2026-10-27
Heck Capital Advisors, LLC	NEW	276,957	—	+276,957	—	—	$12.5M	—	2026-10-14
Financial Architects, LLC	NEW	262,675	—	+262,675	—	—	$11.8M	—	2026-10-13
Fermata Advisors, LLC	INCREASED	179,609	162,273	+17,336	+11%	$8.2M	$8.1M	-$118.8K	2026-10-13
Mid-American Wealth Advisory Group, Inc.	DECREASED	162,159	171,345	-9,186	-5%	$8.7M	$7.3M	-$1.4M	2026-10-21
Sovran Advisors, LLC	DECREASED	154,054	163,290	-9,236	-6%	$7.9M	$7.3M	-$648.0K	2026-11-02
Deane Retirement Strategies, Inc.	NEW	134,931	—	+134,931	—	—	$6.1M	—	2026-10-09
Yoder Wealth Management, Inc.	INCREASED	121,716	118,266	+3,450	+3%	$6.0M	$5.5M	-$500.8K	2026-10-13
Lloyd Advisory Services, Llc.	INCREASED	81,678	81,212	+466	+1%	$4.1M	$3.7M	-$429.7K	2026-11-02
Sjbenen Advisory, LLC	INCREASED	81,448	66,474	+14,974	+23%	$3.3M	$3.6M	+$309.1K	2026-10-19
Ares Financial Consulting, LLC	INCREASED	80,165	68,277	+11,888	+17%	$3.5M	$3.6M	+$157.2K	2026-10-19
Focus Financial Network, Inc.	INCREASED	52,708	52,185	+523	+1%	$2.6M	$2.4M	-$266.0K	2026-10-14
Vanguard Capital Wealth Advisors	INCREASED	51,489	29,038	+22,451	+77%	$1.5M	$2.3M	+$851.4K	2026-10-16
Torren Management, LLC	INCREASED	37,317	20,406	+16,911	+83%	$1.0M	$1.7M	+$649.4K	2026-10-29
SteelPeak Wealth, LLC	INCREASED	26,487	25,462	+1,025	+4%	$1.3M	$1.2M	-$95.1K	2026-10-16
Atria Investments, Inc	INCREASED	15,645	12,656	+2,989	+24%	$641.0K	$705.6K	+$64.6K	2026-10-15
Lifetime Wealth Management P.C.	DECREASED	15,021	16,033	-1,012	-6%	$812.1K	$677.4K	-$134.7K	2026-10-29
Svrn Asset Management, LLC	UNCHANGED	14,993	14,993	0	0%	$759.4K	$676.2K	-$83.2K	2026-11-02
Elevated Capital Advisors, LLC	INCREASED	13,141	7,400	+5,741	+78%	$374.8K	$592.6K	+$217.8K	2026-11-04
Iron Financial LLC	DECREASED	12,403	13,241	-838	-6%	$670.7K	$559.4K	-$111.3K	2026-10-23
Howard Bailey Securities, LLC	DECREASED	11,847	12,573	-726	-6%	$636.8K	$534.3K	-$102.6K	2026-10-27
B.O.S.S. Retirement Advisors, LLC	DECREASED	11,081	11,362	-281	-2%	$575.5K	$499.7K	-$75.7K	2026-10-26
Commonwealth Equity Services, LLC	NEW	8,679	—	+8,679	—	—	$391.4K	—	2026-11-02
Essential Partners LLC	INCREASED	7,942	7,925	+17	+0%	$401.4K	$358.2K	-$43.2K	2026-10-14
Avior Wealth Management, LLC	DECREASED	5,966	6,071	-105	-2%	$307.5K	$269.1K	-$38.4K	2026-10-13
Baker Ellis Asset Management LLC	UNCHANGED	5,710	5,710	0	0%	$289.2K	$257.5K	-$31.7K	2026-10-14
Avaii Wealth Management, LLC	INCREASED	5,462	5,016	+446	+9%	$254.1K	$245.2K	-$8.8K	2026-10-09
Aegis Wealth Management, Inc.	INCREASED	5,170	4,513	+657	+15%	$228.6K	$233.2K	+$4.6K	2026-10-26
CWC Advisors, Llc.	NEW	5,042	—	+5,042	—	—	$227.4K	—	2026-10-15
United Advisor Group, LLC	UNCHANGED	5,000	5,000	0	0%	$253.3K	$225.5K	-$27.8K	2026-11-03
Quantify Chaos Advisors, LLC	NEW	4,770	—	+4,770	—	—	$215.1K	—	2026-11-04
Modera Wealth Management, LLC	UNCHANGED	4,757	4,757	0	0%	$240.9K	$214.5K	-$26.4K	2026-10-28
Integrated Wealth Management	DECREASED	4,693	4,711	-18	0%	$238.6K	$211.7K	-$26.9K	2026-10-19
Great Lakes Retirement, Inc.	DECREASED	4,407	4,725	-318	-7%	$239.3K	$198.7K	-$40.6K	2026-10-26
Tounjian Advisory Partners, LLC	DECREASED	3,398	3,671	-273	-7%	$185.9K	$153.3K	-$32.7K	2026-11-04
Kingdom Financial Group Llc.	DECREASED	3,321	3,400	-79	-2%	$172.2K	$149.8K	-$22.4K	2026-11-04
Evolution Wealth Management Inc.	INCREASED	2,769	2,687	+82	+3%	$136.1K	$124.9K	-$11.2K	2026-10-28
Montgomery Financial Services LLC	DECREASED	1,547	1,600	-53	-3%	$81.0K	$69.8K	-$11.3K	2026-11-03
Simplex Trading, LLC	DECREASED	986	2,431	-1,445	-59%	$123.1K	$44.5K	-$78.7K	2026-11-04
Private Trust Co NA	NEW	925	—	+925	—	—	$41.7K	—	2026-10-20
Larson Financial Group LLC	NEW	919	—	+919	—	—	$41.4K	—	2026-11-05
Networth Advisors, LLC	INCREASED	902	828	+74	+9%	$41.9K	$40.7K	-$1.2K	2026-11-03
Harbor Investment Advisory, LLC	NEW	400	—	+400	—	—	$18.0K	—	2026-10-13
Decker Retirement Planning Inc.	UNCHANGED	278	278	0	0%	$14.1K	$12.5K	-$1.5K	2026-10-19
EverSource Wealth Advisors, LLC	NEW	242	—	+242	—	—	$10.9K	—	2026-11-04
Quest 10 Wealth Builders, Inc.	UNCHANGED	179	179	0	0%	$9.1K	$8.1K	-$993	2026-11-02
Parallel Advisors, LLC	INCREASED	160	159	+1	+1%	$8.1K	$7.2K	-$887	2026-11-03
Creative Financial Designs Inc	UNCHANGED	152	152	0	0%	$7.7K	$6.9K	-$844	2026-11-04
Farther Finance Advisors, LLC	UNCHANGED	32	32	0	0%	$1.6K	$1.4K	-$178	2026-10-08
Compass Financial Management LLC	UNCHANGED	7	7	0	0%	$336	$316	-$20	2026-10-30
Dynamic Advisor Solutions LLC	CLOSED	0	18,423	-18,423	-100%	$933.1K	$0	-$933.1K	2026-10-13
Lido Advisors, LLC	CLOSED	0	5,687	-5,687	-100%	$288.1K	$0	-$288.1K	2026-11-04
Centennial Advisors, LLC	CLOSED	0	4,688	-4,688	-100%	$237.5K	$0	-$237.5K	2026-10-21
GFS Advisors, LLC	CLOSED	0	2,770	-2,770	-100%	$206.3K	$0	-$206.3K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	1,321	-1,321	-100%	$65.7K	$0	-$65.7K	2026-11-02
Fifth Third Bancorp	CLOSED	0	108	-108	-100%	$5.5K	$0	-$5.5K	2026-11-05
Central Trust Co	N/A	—	736,977	-736,977	-100%	$37.3M	—	—	—
MAI Capital Management	N/A	—	532,294	-532,294	-100%	$27.0M	—	—	—
Morgan Stanley	N/A	—	475,234	-475,234	-100%	$24.1M	—	—	—
Wells Fargo & Company	N/A	—	439,786	-439,786	-100%	$22.3M	—	—	—
Avos Capital Management, LLC	N/A	—	319,331	-319,331	-100%	$16.2M	—	—	—
Northern Trust Corp	N/A	—	202,216	-202,216	-100%	$10.2M	—	—	—
AE Wealth Management LLC	N/A	—	174,533	-174,533	-100%	$8.8M	—	—	—
HighTower Advisors, LLC	N/A	—	139,010	-139,010	-100%	$7.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	128,467	-128,467	-100%	$6.5M	—	—	—
LPL Financial LLC	N/A	—	92,566	-92,566	-100%	$4.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	88,778	-88,778	-100%	$4.5M	—	—	—
Balanced Rock Investment Advisors LLC	N/A	—	74,537	-74,537	-100%	$3.8M	—	—	—
Tortoise Investment Management, LLC	N/A	—	71,497	-71,497	-100%	$3.6M	—	—	—
Hirtle & Co., LLC	N/A	—	68,484	-68,484	-100%	$3.5M	—	—	—
Ancora Advisors LLCA	N/A	—	55,171	-55,171	-100%	$2.8M	—	—	—
UBS Group AG	N/A	—	54,546	-54,546	-100%	$2.8M	—	—	—
Flow Traders U.S. LLC	N/A	—	47,277	-47,277	-100%	$2.4M	—	—	—
Fiduciary Financial Advisors	N/A	—	42,268	-42,268	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	38,881	-38,881	-100%	$2.0M	—	—	—
Wealthedge Investment Advisors, LLC	N/A	—	36,825	-36,825	-100%	$1.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	34,427	-34,427	-100%	$1.7M	—	—	—
Bank of America Corp	N/A	—	27,606	-27,606	-100%	$1.4M	—	—	—
Comprehensive Money Management Services LLC	N/A	—	24,394	-24,394	-100%	$1.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	23,887	-23,887	-100%	$1.2M	—	—	—
MML Investors Services, LLC	N/A	—	23,134	-23,134	-100%	$1.2M	—	—	—
Global Endowment Management, LP	N/A	—	20,000	-20,000	-100%	$1.0M	—	—	—
IFG Advisory, LLC	N/A	—	16,302	-16,302	-100%	$825.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	14,704	-14,704	-100%	$744.8K	—	—	—
Cetera Investment Advisers	N/A	—	8,622	-8,622	-100%	$436.7K	—	—	—
Private Advisor Group, LLC	N/A	—	8,286	-8,286	-100%	$419.7K	—	—	—
Authentikos Wealth Advisory, LLC	N/A	—	6,971	-6,971	-100%	$353.1K	—	—	—
Stifel Financial Corp	N/A	—	6,316	-6,316	-100%	$319.9K	—	—	—
HRT Financial LP	N/A	—	5,480	-5,480	-100%	$277.0K	—	—	—
Kastel Capital Advisors, LLC	N/A	—	5,196	-5,196	-100%	$265.1K	—	—	—
Greenline Partners, LLC	N/A	—	5,079	-5,079	-100%	$257.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,698	-4,698	-100%	$237.9K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	4,615	-4,615	-100%	$233.7K	—	—	—
Greenwich Wealth Management LLC	N/A	—	4,547	-4,547	-100%	$230.0K	—	—	—
Mutual Advisors, LLC	N/A	—	4,507	-4,507	-100%	$228.3K	—	—	—
Legacy PCG, LLC	N/A	—	4,468	-4,468	-100%	$212.9K	—	—	—
Royal Bank of Canada	N/A	—	4,218	-4,218	-100%	$214.0K	—	—	—
GenTrust, LLC	N/A	—	4,201	-4,201	-100%	$212.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	4,121	-4,121	-100%	$211.1K	—	—	—
BFC Planning, Inc.	N/A	—	1,866	-1,866	-100%	$94.5K	—	—	—
Blair William & Co	N/A	—	1,388	-1,388	-100%	$70.3K	—	—	—
Edmond de Rothschild Holding S.A.	N/A	—	871	-871	-100%	$44.1K	—	—	—
Harbour Investments, Inc.	N/A	—	845	-845	-100%	$42.8K	—	—	—
FMR LLC	N/A	—	278	-278	-100%	$14.1K	—	—	—
Continuum Advisory, LLC	N/A	—	117	-117	-100%	$5.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	30	-30	-100%	$1.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	15	-15	-100%	$760	—	—	—
Kilter Group LLC	N/A	—	5	-5	-100%	$245	—	—	—
Capital Advisor Network LLC	N/A	—	3	-3	-100%	$152	—	—	—
Smartleaf Asset Management LLC	N/A	—	0	0	—	$12	—	—	—

Showing 111 of 111 institutions