Pimco MBS Active ETF (PMBS)

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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Orgel Wealth Management, LLC

INCREASED

Shares5,144,104 from 4,870,198

Change+273,906 (+6%)

Value$238.0M (-$2.5M)

Filed 2026-10-14

Avidian Wealth Enterprises, LLC

INCREASED

Shares758,352 from 735,585

Change+22,767 (+3%)

Value$35.1M (-$1.2M)

Filed 2026-10-08

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares715,250 from 1,007,989

Change-292,739 (-29%)

Value$33.1M (-$16.3M)

Filed 2026-10-13

RFG Advisory, LLC

INCREASED

Shares286,209 from 146,964

Change+139,245 (+95%)

Value$13.2M (+$6.0M)

Filed 2026-11-03

Alliance Private Wealth, LLC

DECREASED

Shares263,353 from 270,165

Change-6,812 (-3%)

Value$12.2M (-$1.2M)

Filed 2026-10-20

True Wealth Design, LLC

INCREASED

Shares151,412 from 98,469

Change+52,943 (+54%)

Value$7.0M (+$2.1M)

Filed 2026-10-13

Cresta Advisors, Ltd.

DECREASED

Shares140,920 from 171,795

Change-30,875 (-18%)

Value$6.5M (-$2.0M)

Filed 2026-10-14

Econ Financial Services Corp

INCREASED

Shares136,028 from 122,458

Change+13,570 (+11%)

Value$6.3M (+$247.0K)

Filed 2026-10-19

Avity Investment Management Inc.

INCREASED

Shares84,130 from 67,280

Change+16,850 (+25%)

Value$3.9M (+$570.4K)

Filed 2026-10-09

Trek Financial, LLC

INCREASED

Shares78,019 from 64,241

Change+13,778 (+21%)

Value$3.6M (+$437.7K)

Filed 2026-10-29

Krilogy Financial LLC

INCREASED

Shares75,429 from 74,681

Change+748 (+1%)

Value$3.5M (-$198.3K)

Filed 2026-10-13

Parr Mcknight Wealth Management Group, LLC

INCREASED

Shares65,793 from 62,738

Change+3,055 (+5%)

Value$3.0M (-$53.8K)

Filed 2026-10-30

Smith Partners Wealth Management, LLC

INCREASED

Shares63,794 from 42,428

Change+21,366 (+50%)

Value$3.0M (+$856.7K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares63,386 from 61,376

Change+2,010 (+3%)

Value$2.9K (-$3.0M)

Filed 2026-11-02

Security Financial Services, Inc.

INCREASED

Shares42,389 from 27,257

Change+15,132 (+56%)

Value$2.0M (+$615.4K)

Filed 2026-10-29

Financial Synergies Wealth Advisors, Inc.

INCREASED

Shares41,211 from 34,472

Change+6,739 (+20%)

Value$1.9M (+$204.6K)

Filed 2026-10-16

BAM Wealth Management, LLC

INCREASED

Shares31,869 from 31,740

Change+129 (+0%)

Value$1.5M (-$92.7K)

Filed 2026-10-15

Davenport & Co LLC

INCREASED

Shares27,436 from 24,570

Change+2,866 (+12%)

Value$1.3M (+$56.2K)

Filed 2026-10-14

Concurrent Investment Advisors, LLC

NEW

Shares22,841

Change+22,841

Value$1.1M

Filed 2026-10-16

Commonwealth Equity Services, LLC

DECREASED

Shares21,485 from 103,640

Change-82,155 (-79%)

Value$994.1K (-$4.1M)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares21,245 from 19,440

Change+1,805 (+9%)

Value$983.0K (+$23.1K)

Filed 2026-11-02

WealthCare Investment Partners, LLC

INCREASED

Shares19,182 from 10,515

Change+8,667 (+82%)

Value$887.6K (+$368.3K)

Filed 2026-11-05

Williams & Novak Wealth Management, LLC

DECREASED

Shares15,412 from 15,822

Change-410 (-3%)

Value$713.1K (-$68.2K)

Filed 2026-10-09

Schmidt P J Investment Management Inc

INCREASED

Shares14,133 from 7,734

Change+6,399 (+83%)

Value$653.9K (+$272.0K)

Filed 2026-11-02

Milestone Asset Management, LLC

INCREASED

Shares13,354 from 12,905

Change+449 (+3%)

Value$617.9K (-$19.4K)

Filed 2026-10-15

Walkner Condon Financial Advisors LLC

INCREASED

Shares12,150 from 8,520

Change+3,630 (+43%)

Value$562.2K (+$141.5K)

Filed 2026-11-02

Weaver Consulting Group

DECREASED

Shares10,462 from 12,712

Change-2,250 (-18%)

Value$484.1K (-$143.6K)

Filed 2026-10-07

Studio Investment Management LLC

INCREASED

Shares10,378 from 7,259

Change+3,119 (+43%)

Value$480.2K (+$121.7K)

Filed 2026-10-22

Truist Financial Corp

DECREASED

Shares9,794 from 9,804

Change-10 (0%)

Value$453.2K (-$31.0K)

Filed 2026-10-30

Farther Finance Advisors, LLC

DECREASED

Shares8,781 from 9,515

Change-734 (-8%)

Value$406.3K (-$63.6K)

Filed 2026-10-08

Axxcess Wealth Management, LLC

INCREASED

Shares7,994 from 7,766

Change+228 (+3%)

Value$369.9K (-$13.6K)

Filed 2026-10-21

Signal Advisors Wealth, LLC

INCREASED

Shares7,866 from 7,297

Change+569 (+8%)

Value$363.9K (+$3.6K)

Filed 2026-10-13

Retirement Planning Group, LLC

UNCHANGED

Shares6,164 from 6,164

Change0 (0%)

Value$285.2K (-$19.2K)

Filed 2026-10-19

Essex Bank

UNCHANGED

Shares6,134 from 6,134

Change0 (0%)

Value$283.8K (-$19.1K)

Filed 2026-10-16

Bank of New York Mellon Corp

NEW

Shares5,493

Change+5,493

Value$254.2K

Filed 2026-11-05

Baker Ellis Asset Management LLC

NEW

Shares5,000

Change+5,000

Value$231.4K

Filed 2026-10-14

Bison Wealth, LLC

UNCHANGED

Shares4,663 from 4,663

Change0 (0%)

Value$215.7K (-$14.1K)

Filed 2026-10-13

US Bancorp \de\

NEW

Shares2,055

Change+2,055

Value$95.1K

Filed 2026-11-05

New England Capital Financial Advisors LLC

NEW

Shares803

Change+803

Value$37.2K

Filed 2026-11-03

Private Trust Co NA

DECREASED

Shares688 from 1,170

Change-482 (-41%)

Value$31.8K (-$25.9K)

Filed 2026-10-20

IFP Advisors, Inc

UNCHANGED

Shares550 from 550

Change0 (0%)

Value$25.4K (-$1.7K)

Filed 2026-10-16

Capital Investment Advisory Services, LLC

UNCHANGED

Shares420 from 420

Change0 (0%)

Value$19.4K (-$1.3K)

Filed 2026-10-30

Fifth Third Bancorp

DECREASED

Shares264 from 2,283

Change-2,019 (-88%)

Value$12.2K (-$100.5K)

Filed 2026-11-05

Creative Financial Designs Inc

NEW

Shares219

Change+219

Value$10.1K

Filed 2026-11-04

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$3.9K (-$261)

Filed 2026-10-23

Assetmark, Inc

NEW

Shares20

Change+20

Value$925

Filed 2026-10-21

TBH Global Asset Management, LLC

CLOSED

Shares0 from 36,401

Change-36,401 (-100%)

Value$0 (-$1.8M)

Filed 2026-11-03

SFG Wealth Management, Llc.

CLOSED

Shares0 from 12,358

Change-12,358 (-100%)

Value$0 (-$610.2K)

Filed 2026-10-23

Founders Financial Securities LLC

CLOSED

Shares0 from 6,133

Change-6,133 (-100%)

Value$0 (-$302.8K)

Filed 2026-10-28

LiftPoint Family Wealth Advisors LLC

CLOSED

Shares0 from 5,960

Change-5,960 (-100%)

Value$0 (-$294.3K)

Filed 2026-11-03

Triad Wealth Partners, LLC

CLOSED

Shares0 from 5,157

Change-5,157 (-100%)

Value$0 (-$249.6K)

Filed 2026-10-26

Cornerstone Planning Group LLC

CLOSED

Shares0 from 572

Change-572 (-100%)

Value$0 (-$27.8K)

Filed 2026-10-16

SYM Financial Corp

CLOSED

Shares0 from 166

Change-166 (-100%)

Value$0 (-$8.2K)

Filed 2026-10-26

Allianz Asset Management GmbH

N/A

Shares— from 9,745,440

Change-9,745,440 (-100%)

Value—

Advocacy Wealth Management, LLC

N/A

Shares— from 1,089,742

Change-1,089,742 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 813,674

Change-813,674 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 708,959

Change-708,959 (-100%)

Value—

McNamara Financial Services, Inc.

N/A

Shares— from 461,740

Change-461,740 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 414,439

Change-414,439 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 387,779

Change-387,779 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 309,549

Change-309,549 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 302,343

Change-302,343 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 256,383

Change-256,383 (-100%)

Value—

Spectrum Investment Advisors, Inc.

N/A

Shares— from 250,856

Change-250,856 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 201,422

Change-201,422 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 154,442

Change-154,442 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 142,244

Change-142,244 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 117,367

Change-117,367 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 116,054

Change-116,054 (-100%)

Value—

Wayfinding Financial, LLC

N/A

Shares— from 87,314

Change-87,314 (-100%)

Value—

PAX Financial Group, LLC

N/A

Shares— from 80,934

Change-80,934 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 73,013

Change-73,013 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 70,524

Change-70,524 (-100%)

Value—

&partners

N/A

Shares— from 69,139

Change-69,139 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 66,684

Change-66,684 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 53,058

Change-53,058 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 52,843

Change-52,843 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 39,288

Change-39,288 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 37,807

Change-37,807 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 21,900

Change-21,900 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 21,881

Change-21,881 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 21,180

Change-21,180 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 18,837

Change-18,837 (-100%)

Value—

Wealth Advisors of Iowa, LLC

N/A

Shares— from 16,500

Change-16,500 (-100%)

Value—

Tranquilli Financial Advisor LLC

N/A

Shares— from 14,900

Change-14,900 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 13,368

Change-13,368 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 10,940

Change-10,940 (-100%)

Value—

Emissary Wealth LLC

N/A

Shares— from 9,778

Change-9,778 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 9,302

Change-9,302 (-100%)

Value—

Security National Bank of SO DAK

N/A

Shares— from 8,985

Change-8,985 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 8,957

Change-8,957 (-100%)

Value—

Sierra Capital LLC

N/A

Shares— from 8,597

Change-8,597 (-100%)

Value—

Vickerman Investment Advisors, Inc.

N/A

Shares— from 8,228

Change-8,228 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 8,120

Change-8,120 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,462

Change-7,462 (-100%)

Value—

GatePass Capital, LLC

N/A

Shares— from 7,341

Change-7,341 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 6,870

Change-6,870 (-100%)

Value—

Walter & Keenan Wealth Management LLC

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 5,837

Change-5,837 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 5,383

Change-5,383 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 4,658

Change-4,658 (-100%)

Value—

Mosaic Financial Group, LLC

N/A

Shares— from 4,560

Change-4,560 (-100%)

Value—

Donaldson Capital Management, LLC

N/A

Shares— from 4,557

Change-4,557 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 4,519

Change-4,519 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,402

Change-4,402 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 4,214

Change-4,214 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,511

Change-2,511 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 2,250

Change-2,250 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,077

Change-1,077 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,035

Change-1,035 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 244

Change-244 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 139

Change-139 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 74

Change-74 (-100%)

Value—

UBS Group AG

N/A

Shares— from 69

Change-69 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 32

Change-32 (-100%)

Value—

	Status
Orgel Wealth Management, LLC	INCREASED	5,144,104	4,870,198	+273,906	+6%	$240.5M	$238.0M	-$2.5M	2026-10-14
Avidian Wealth Enterprises, LLC	INCREASED	758,352	735,585	+22,767	+3%	$36.3M	$35.1M	-$1.2M	2026-10-08
Wealth Enhancement Advisory Services, LLC	DECREASED	715,250	1,007,989	-292,739	-29%	$49.4M	$33.1M	-$16.3M	2026-10-13
RFG Advisory, LLC	INCREASED	286,209	146,964	+139,245	+95%	$7.3M	$13.2M	+$6.0M	2026-11-03
Alliance Private Wealth, LLC	DECREASED	263,353	270,165	-6,812	-3%	$13.3M	$12.2M	-$1.2M	2026-10-20
True Wealth Design, LLC	INCREASED	151,412	98,469	+52,943	+54%	$4.9M	$7.0M	+$2.1M	2026-10-13
Cresta Advisors, Ltd.	DECREASED	140,920	171,795	-30,875	-18%	$8.5M	$6.5M	-$2.0M	2026-10-14
Econ Financial Services Corp	INCREASED	136,028	122,458	+13,570	+11%	$6.0M	$6.3M	+$247.0K	2026-10-19
Avity Investment Management Inc.	INCREASED	84,130	67,280	+16,850	+25%	$3.3M	$3.9M	+$570.4K	2026-10-09
Trek Financial, LLC	INCREASED	78,019	64,241	+13,778	+21%	$3.2M	$3.6M	+$437.7K	2026-10-29
Krilogy Financial LLC	INCREASED	75,429	74,681	+748	+1%	$3.7M	$3.5M	-$198.3K	2026-10-13
Parr Mcknight Wealth Management Group, LLC	INCREASED	65,793	62,738	+3,055	+5%	$3.1M	$3.0M	-$53.8K	2026-10-30
Smith Partners Wealth Management, LLC	INCREASED	63,794	42,428	+21,366	+50%	$2.1M	$3.0M	+$856.7K	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	63,386	61,376	+2,010	+3%	$3.0M	$2.9K	-$3.0M	2026-11-02
Security Financial Services, Inc.	INCREASED	42,389	27,257	+15,132	+56%	$1.3M	$2.0M	+$615.4K	2026-10-29
Financial Synergies Wealth Advisors, Inc.	INCREASED	41,211	34,472	+6,739	+20%	$1.7M	$1.9M	+$204.6K	2026-10-16
BAM Wealth Management, LLC	INCREASED	31,869	31,740	+129	+0%	$1.6M	$1.5M	-$92.7K	2026-10-15
Davenport & Co LLC	INCREASED	27,436	24,570	+2,866	+12%	$1.2M	$1.3M	+$56.2K	2026-10-14
Concurrent Investment Advisors, LLC	NEW	22,841	—	+22,841	—	—	$1.1M	—	2026-10-16
Commonwealth Equity Services, LLC	DECREASED	21,485	103,640	-82,155	-79%	$5.1M	$994.1K	-$4.1M	2026-11-02
Kestra Advisory Services, LLC	INCREASED	21,245	19,440	+1,805	+9%	$959.9K	$983.0K	+$23.1K	2026-11-02
WealthCare Investment Partners, LLC	INCREASED	19,182	10,515	+8,667	+82%	$519.2K	$887.6K	+$368.3K	2026-11-05
Williams & Novak Wealth Management, LLC	DECREASED	15,412	15,822	-410	-3%	$781.3K	$713.1K	-$68.2K	2026-10-09
Schmidt P J Investment Management Inc	INCREASED	14,133	7,734	+6,399	+83%	$381.9K	$653.9K	+$272.0K	2026-11-02
Milestone Asset Management, LLC	INCREASED	13,354	12,905	+449	+3%	$637.2K	$617.9K	-$19.4K	2026-10-15
Walkner Condon Financial Advisors LLC	INCREASED	12,150	8,520	+3,630	+43%	$420.7K	$562.2K	+$141.5K	2026-11-02
Weaver Consulting Group	DECREASED	10,462	12,712	-2,250	-18%	$627.7K	$484.1K	-$143.6K	2026-10-07
Studio Investment Management LLC	INCREASED	10,378	7,259	+3,119	+43%	$358.4K	$480.2K	+$121.7K	2026-10-22
Truist Financial Corp	DECREASED	9,794	9,804	-10	0%	$484.1K	$453.2K	-$31.0K	2026-10-30
Farther Finance Advisors, LLC	DECREASED	8,781	9,515	-734	-8%	$469.9K	$406.3K	-$63.6K	2026-10-08
Axxcess Wealth Management, LLC	INCREASED	7,994	7,766	+228	+3%	$383.5K	$369.9K	-$13.6K	2026-10-21
Signal Advisors Wealth, LLC	INCREASED	7,866	7,297	+569	+8%	$360.3K	$363.9K	+$3.6K	2026-10-13
Retirement Planning Group, LLC	UNCHANGED	6,164	6,164	0	0%	$304.4K	$285.2K	-$19.2K	2026-10-19
Essex Bank	UNCHANGED	6,134	6,134	0	0%	$302.9K	$283.8K	-$19.1K	2026-10-16
Bank of New York Mellon Corp	NEW	5,493	—	+5,493	—	—	$254.2K	—	2026-11-05
Baker Ellis Asset Management LLC	NEW	5,000	—	+5,000	—	—	$231.4K	—	2026-10-14
Bison Wealth, LLC	UNCHANGED	4,663	4,663	0	0%	$229.8K	$215.7K	-$14.1K	2026-10-13
US Bancorp \de\	NEW	2,055	—	+2,055	—	—	$95.1K	—	2026-11-05
New England Capital Financial Advisors LLC	NEW	803	—	+803	—	—	$37.2K	—	2026-11-03
Private Trust Co NA	DECREASED	688	1,170	-482	-41%	$57.8K	$31.8K	-$25.9K	2026-10-20
IFP Advisors, Inc	UNCHANGED	550	550	0	0%	$27.2K	$25.4K	-$1.7K	2026-10-16
Capital Investment Advisory Services, LLC	UNCHANGED	420	420	0	0%	$20.7K	$19.4K	-$1.3K	2026-10-30
Fifth Third Bancorp	DECREASED	264	2,283	-2,019	-88%	$112.7K	$12.2K	-$100.5K	2026-11-05
Creative Financial Designs Inc	NEW	219	—	+219	—	—	$10.1K	—	2026-11-04
Register Financial Advisors LLC	UNCHANGED	84	84	0	0%	$4.1K	$3.9K	-$261	2026-10-23
Assetmark, Inc	NEW	20	—	+20	—	—	$925	—	2026-10-21
TBH Global Asset Management, LLC	CLOSED	0	36,401	-36,401	-100%	$1.8M	$0	-$1.8M	2026-11-03
SFG Wealth Management, Llc.	CLOSED	0	12,358	-12,358	-100%	$610.2K	$0	-$610.2K	2026-10-23
Founders Financial Securities LLC	CLOSED	0	6,133	-6,133	-100%	$302.8K	$0	-$302.8K	2026-10-28
LiftPoint Family Wealth Advisors LLC	CLOSED	0	5,960	-5,960	-100%	$294.3K	$0	-$294.3K	2026-11-03
Triad Wealth Partners, LLC	CLOSED	0	5,157	-5,157	-100%	$249.6K	$0	-$249.6K	2026-10-26
Cornerstone Planning Group LLC	CLOSED	0	572	-572	-100%	$27.8K	$0	-$27.8K	2026-10-16
SYM Financial Corp	CLOSED	0	166	-166	-100%	$8.2K	$0	-$8.2K	2026-10-26
Allianz Asset Management GmbH	N/A	—	9,745,440	-9,745,440	-100%	$481.2M	—	—	—
Advocacy Wealth Management, LLC	N/A	—	1,089,742	-1,089,742	-100%	$53.8M	—	—	—
LPL Financial LLC	N/A	—	813,674	-813,674	-100%	$40.2M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	708,959	-708,959	-100%	$35.0M	—	—	—
McNamara Financial Services, Inc.	N/A	—	461,740	-461,740	-100%	$22.8M	—	—	—
Focus Partners Wealth	N/A	—	414,439	-414,439	-100%	$20.5M	—	—	—
NewEdge Advisors, LLC	N/A	—	387,779	-387,779	-100%	$19.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	309,549	-309,549	-100%	$15.3M	—	—	—
Horizon Investments, LLC	N/A	—	302,343	-302,343	-100%	$14.8M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	256,383	-256,383	-100%	$12.7M	—	—	—
Spectrum Investment Advisors, Inc.	N/A	—	250,856	-250,856	-100%	$12.4M	—	—	—
Foster & Motley Inc	N/A	—	201,422	-201,422	-100%	$9.9M	—	—	—
Raymond James Financial Inc	N/A	—	154,442	-154,442	-100%	$7.6M	—	—	—
Cetera Investment Advisers	N/A	—	142,244	-142,244	-100%	$7.0M	—	—	—
Essex Financial Services, Inc.	N/A	—	117,367	-117,367	-100%	$5.8M	—	—	—
CreativeOne Wealth, LLC	N/A	—	116,054	-116,054	-100%	$5.7M	—	—	—
Wayfinding Financial, LLC	N/A	—	87,314	-87,314	-100%	$4.3M	—	—	—
PAX Financial Group, LLC	N/A	—	80,934	-80,934	-100%	$4.0M	—	—	—
Hollencrest Capital Management	N/A	—	73,013	-73,013	-100%	$3.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	70,524	-70,524	-100%	$3.5M	—	—	—
&partners	N/A	—	69,139	-69,139	-100%	$3.4M	—	—	—
GeoWealth Management, LLC	N/A	—	66,684	-66,684	-100%	$3.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	53,058	-53,058	-100%	$2.6M	—	—	—
Bank of Montreal	N/A	—	52,843	-52,843	-100%	$2.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	39,288	-39,288	-100%	$1.9M	—	—	—
Jane Street Group, LLC	N/A	—	37,807	-37,807	-100%	$1.9M	—	—	—
Mariner, LLC	N/A	—	21,900	-21,900	-100%	$1.1M	—	—	—
Wealthspire Advisors, LLC	N/A	—	21,881	-21,881	-100%	$1.1M	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	21,180	-21,180	-100%	$1.0M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	18,837	-18,837	-100%	$930.2K	—	—	—
Wealth Advisors of Iowa, LLC	N/A	—	16,500	-16,500	-100%	$814.8K	—	—	—
Tranquilli Financial Advisor LLC	N/A	—	14,900	-14,900	-100%	$735.8K	—	—	—
WCG Wealth Advisors LLC	N/A	—	13,368	-13,368	-100%	$660.1K	—	—	—
Mutual Advisors, LLC	N/A	—	10,940	-10,940	-100%	$540.2K	—	—	—
Emissary Wealth LLC	N/A	—	9,778	-9,778	-100%	$482.8K	—	—	—
Fortis Group Advisors, LLC	N/A	—	9,302	-9,302	-100%	$459.3K	—	—	—
Security National Bank of SO DAK	N/A	—	8,985	-8,985	-100%	$443.7K	—	—	—
Composition Wealth, LLC	N/A	—	8,957	-8,957	-100%	$442.3K	—	—	—
Sierra Capital LLC	N/A	—	8,597	-8,597	-100%	$424.5K	—	—	—
Vickerman Investment Advisors, Inc.	N/A	—	8,228	-8,228	-100%	$406.3K	—	—	—
Huntington National Bank	N/A	—	8,120	-8,120	-100%	$401.0K	—	—	—
Citadel Advisors LLC	N/A	—	7,462	-7,462	-100%	$368.5K	—	—	—
GatePass Capital, LLC	N/A	—	7,341	-7,341	-100%	$362.5K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	6,870	-6,870	-100%	$339.2K	—	—	—
Walter & Keenan Wealth Management LLC	N/A	—	6,000	-6,000	-100%	$296.3K	—	—	—
TD Capital Management LLC	N/A	—	5,837	-5,837	-100%	$288.2K	—	—	—
Western Wealth Management, LLC	N/A	—	5,383	-5,383	-100%	$265.8K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	4,658	-4,658	-100%	$230.0K	—	—	—
Mosaic Financial Group, LLC	N/A	—	4,560	-4,560	-100%	$225.0K	—	—	—
Donaldson Capital Management, LLC	N/A	—	4,557	-4,557	-100%	$225.0K	—	—	—
Advyzon Investment Management, LLC	N/A	—	4,519	-4,519	-100%	$223.1K	—	—	—
Bluespring Wealth Management, LLC	N/A	—	4,500	-4,500	-100%	$222.2K	—	—	—
Equitable Holdings, Inc.	N/A	—	4,402	-4,402	-100%	$217.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	4,214	-4,214	-100%	$208.1K	—	—	—
BFC Planning, Inc.	N/A	—	2,511	-2,511	-100%	$124.0K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	2,250	-2,250	-100%	$111.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,077	-1,077	-100%	$53.2K	—	—	—
Morgan Stanley	N/A	—	1,035	-1,035	-100%	$51.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	244	-244	-100%	$12.1K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	139	-139	-100%	$6.9K	—	—	—
JPMorgan Chase & Co	N/A	—	74	-74	-100%	$3.7K	—	—	—
UBS Group AG	N/A	—	69	-69	-100%	$3.4K	—	—	—
AE Wealth Management LLC	N/A	—	66	-66	-100%	$3.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	32	-32	-100%	$1.6K	—	—	—

Showing 117 of 117 institutions