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Simplify Treasury Option Inc (BUCK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,216,801 from 925,508
Change+1,291,293 (+140%)
Value$51.2M (+$29.5M)
Filed 2026-11-06
Simplify Asset Management Inc.
DECREASED
Shares975,000 from 1,700,000
Change-725,000 (-43%)
Value$22.5M (-$17.3M)
Filed 2026-10-27
Elevated Capital Advisors, LLC
INCREASED
Shares537,538 from 497,573
Change+39,965 (+8%)
Value$12.4M (+$753.2K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares352,111 from 380,116
Change-28,005 (-7%)
Value$8.1K (-$8.9M)
Filed 2026-10-22
WT Wealth Management
NEW
Shares346,733
Change+346,733
Value$8.0M
Filed 2026-10-13
RiverTree Advisors, LLC
DECREASED
Shares327,984 from 336,734
Change-8,750 (-3%)
Value$7.6M (-$316.4K)
Filed 2026-10-13
Key Capital Management, Inc
INCREASED
Shares254,718 from 243,255
Change+11,463 (+5%)
Value$5.9M (+$181.9K)
Filed 2026-11-03
Lane Brothers & Co Inc
INCREASED
Shares218,102 from 175,178
Change+42,924 (+25%)
Value$5.0M (+$931.1K)
Filed 2026-11-02
Fiduciary Alliance LLC
INCREASED
Shares177,796 from 135,512
Change+42,284 (+31%)
Value$4.1M (+$929.9K)
Filed 2026-10-13
Encompass More Asset Management
INCREASED
Shares175,507 from 122,659
Change+52,848 (+43%)
Value$4.1M (+$1.2M)
Filed 2026-10-16
Schulz Wealth, Ltd.
INCREASED
Shares174,883 from 35,336
Change+139,547 (+395%)
Value$4.0M (+$3.2M)
Filed 2026-11-03
Howard Bailey Securities, LLC
DECREASED
Shares166,059 from 174,639
Change-8,580 (-5%)
Value$3.8M (-$257.4K)
Filed 2026-10-27
SteelPeak Wealth, LLC
INCREASED
Shares165,852 from 123,900
Change+41,952 (+34%)
Value$3.8M (+$926.1K)
Filed 2026-10-16
Fifth Third Securities, Inc.
NEW
Shares161,446
Change+161,446
Value$3.7M
Filed 2026-10-21
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares139,775 from 145,512
Change-5,737 (-4%)
Value$3.2M (-$181.9K)
Filed 2026-10-26
Park Edge Advisors, LLC
DECREASED
Shares122,575 from 142,406
Change-19,831 (-14%)
Value$2.8M (-$506.1K)
Filed 2026-10-28
Miller Global Investments, LLC
NEW
Shares114,097
Change+114,097
Value$2.6M
Filed 2026-10-02
Beese Fulmer Investment Management, Inc.
INCREASED
Shares94,290 from 58,076
Change+36,214 (+62%)
Value$2.2M (+$816.1K)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
DECREASED
Shares87,585 from 87,750
Change-165 (0%)
Value$2.0M (-$33.6K)
Filed 2026-10-22
Integrated Advisors Network LLC
INCREASED
Shares87,573 from 64,012
Change+23,561 (+37%)
Value$2.0M (+$522.0K)
Filed 2026-10-20
Patten Group, Inc.
INCREASED
Shares86,592 from 54,276
Change+32,316 (+60%)
Value$2.0M (+$727.4K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares83,593 from 61,438
Change+22,155 (+36%)
Value$1.9M (+$490.5K)
Filed 2026-11-02
Winnacle Wealth LLC
INCREASED
Shares80,069 from 35,506
Change+44,563 (+126%)
Value$1.8M (+$1.0M)
Filed 2026-10-15
Smart Wealth LLC
DECREASED
Shares78,049 from 80,602
Change-2,553 (-3%)
Value$1.8M (-$86.3K)
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED
Shares72,569 from 73,343
Change-774 (-1%)
Value$1.7M (-$42.8K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares70,716 from 8,640
Change+62,076 (+718%)
Value$1.6M (+$1.4M)
Filed 2026-10-23
Mosley Wealth Management
INCREASED
Shares70,105 from 47,333
Change+22,772 (+48%)
Value$1.6M (+$507.4K)
Filed 2026-10-16
Alpine Bank Wealth Management
INCREASED
Shares67,544 from 67,324
Change+220 (+0%)
Value$1.6M (-$17.8K)
Filed 2026-10-16
Cambridge Advisors Inc.
INCREASED
Shares57,407 from 53,854
Change+3,553 (+7%)
Value$1.3M (+$63.7K)
Filed 2026-10-19
GK Wealth Management LLC
DECREASED
Shares56,116 from 79,699
Change-23,583 (-30%)
Value$1.3M (-$571.4K)
Filed 2026-10-09
Networth Advisors, LLC
INCREASED
Shares55,867 from 52,584
Change+3,283 (+6%)
Value$1.3M (+$57.9K)
Filed 2026-11-03
Moors & Cabot, Inc.
INCREASED
Shares46,378 from 43,411
Change+2,967 (+7%)
Value$1.1M (+$53.7K)
Filed 2026-11-06
Beacon Capital Management, LLC
DECREASED
Shares45,579 from 73,671
Change-28,092 (-38%)
Value$1.1M (-$673.4K)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED
Shares43,734 from 43,764
Change-30 (0%)
Value$1.0M (-$15.6K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares41,611 from 36,197
Change+5,414 (+15%)
Value$960.4K (+$112.7K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares41,396 from 41,332
Change+64 (+0%)
Value$955.4K (-$12.6K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares34,395 from 38,229
Change-3,834 (-10%)
Value$793.8K (-$101.5K)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares33,476 from 28,419
Change+5,057 (+18%)
Value$772.6K (+$107.1K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares32,388 from 16,020
Change+16,368 (+102%)
Value$747.5K (+$372.3K)
Filed 2026-10-22
Lloyd Advisory Services, Llc.
DECREASED
Shares26,889 from 27,470
Change-581 (-2%)
Value$620.6K (-$22.7K)
Filed 2026-11-02
TME Financial, Inc.
DECREASED
Shares26,460 from 32,732
Change-6,272 (-19%)
Value$610.7K (-$155.9K)
Filed 2026-10-14
Straight Path Wealth Management
INCREASED
Shares21,462 from 21,212
Change+250 (+1%)
Value$495.3K (-$1.4K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
NEW
Shares19,259
Change+19,259
Value$444.5K
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares18,810 from 15,168
Change+3,642 (+24%)
Value$434 (-$354.6K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares17,477 from 13,953
Change+3,524 (+25%)
Value$403.4K (+$76.6K)
Filed 2026-10-26
Independent Wealth Network Inc.
NEW
Shares17,182
Change+17,182
Value$396.6K
Filed 2026-10-19
WealthCare Asset Management, LLC
DECREASED
Shares16,606 from 31,848
Change-15,242 (-48%)
Value$383.3K (-$362.6K)
Filed 2026-10-26
Brookstone Capital Management
NEW
Shares15,790
Change+15,790
Value$364.4K
Filed 2026-10-22
Decker Retirement Planning Inc.
DECREASED
Shares13,881 from 15,521
Change-1,640 (-11%)
Value$320.4K (-$43.1K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
INCREASED
Shares12,646 from 12,536
Change+110 (+1%)
Value$291.9K (-$1.7K)
Filed 2026-10-29
Revisor Wealth Management LLC
DECREASED
Shares11,358 from 29,204
Change-17,846 (-61%)
Value$262.1K (-$421.8K)
Filed 2026-10-20
LifeWealth Investments, LLC
DECREASED
Shares10,355 from 11,300
Change-945 (-8%)
Value$239.0K (-$25.7K)
Filed 2026-10-21
Advisor OS, LLC
DECREASED
Shares10,109 from 12,414
Change-2,305 (-19%)
Value$233.3K (-$57.4K)
Filed 2026-11-03
City Center Advisors, LLC
NEW
Shares9,604
Change+9,604
Value$221.7K
Filed 2026-10-08
Golden State Wealth Management, LLC
DECREASED
Shares8,129 from 8,366
Change-237 (-3%)
Value$187.6K (-$8.3K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares7,948 from 8,224
Change-276 (-3%)
Value$183.4K (-$9.2K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$138.5K (-$2.0K)
Filed 2026-11-06
Assetmark, Inc
NEW
Shares2,554
Change+2,554
Value$58.9K
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares2,191 from 7,581
Change-5,390 (-71%)
Value$50.6K (-$127.0K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$37.4K (-$550)
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$37.0K (-$545)
Filed 2026-11-03
Asset Planning,Inc
INCREASED
Shares618 from 608
Change+10 (+2%)
Value$14.3K (+$11)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$2.0K (-$29)
Filed 2026-10-14
POM Investment Strategies, LLC
DECREASED
Shares10 from 4,454
Change-4,444 (-100%)
Value$220 (-$104.1K)
Filed 2026-10-20
GFS Advisors, LLC
CLOSED
Shares0 from 11,470
Change-11,470 (-100%)
Value$0 (-$23.7K)
Filed 2026-11-03
Blueprint Investment Partners LLC
CLOSED
Shares0 from 10,655
Change-10,655 (-100%)
Value$0 (-$249.5K)
Filed 2026-10-28
AE Wealth Management LLC
N/A
Shares— from 1,025,769
Change-1,025,769 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 608,397
Change-608,397 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 446,645
Change-446,645 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 319,302
Change-319,302 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 257,395
Change-257,395 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 228,395
Change-228,395 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 135,402
Change-135,402 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 130,452
Change-130,452 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 91,008
Change-91,008 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 84,383
Change-84,383 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 84,071
Change-84,071 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 67,104
Change-67,104 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 61,250
Change-61,250 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 50,525
Change-50,525 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 43,370
Change-43,370 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 39,021
Change-39,021 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 38,037
Change-38,037 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,248
Change-36,248 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 33,315
Change-33,315 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 32,164
Change-32,164 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 31,936
Change-31,936 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,220
Change-28,220 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 26,684
Change-26,684 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 21,326
Change-21,326 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 19,795
Change-19,795 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 19,195
Change-19,195 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 16,456
Change-16,456 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,969
Change-15,969 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,932
Change-15,932 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,149
Change-15,149 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,582
Change-12,582 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,339
Change-9,339 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,291
Change-8,291 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 710
Change-710 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 341
Change-341 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 251
Change-251 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 98
Change-98 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 35
Change-35 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,216,801925,508+1,291,293+140%$21.7M$51.2M+$29.5M2026-11-06
Simplify Asset Management Inc.
DECREASED975,0001,700,000-725,000-43%$39.8M$22.5M-$17.3M2026-10-27
Elevated Capital Advisors, LLC
INCREASED537,538497,573+39,965+8%$11.7M$12.4M+$753.2K2026-11-04
Wedbush Securities Inc
DECREASED352,111380,116-28,005-7%$8.9M$8.1K-$8.9M2026-10-22
WT Wealth Management
NEW346,733—+346,733——$8.0M—2026-10-13
RiverTree Advisors, LLC
DECREASED327,984336,734-8,750-3%$7.9M$7.6M-$316.4K2026-10-13
Key Capital Management, Inc
INCREASED254,718243,255+11,463+5%$5.7M$5.9M+$181.9K2026-11-03
Lane Brothers & Co Inc
INCREASED218,102175,178+42,924+25%$4.1M$5.0M+$931.1K2026-11-02
Fiduciary Alliance LLC
INCREASED177,796135,512+42,284+31%$3.2M$4.1M+$929.9K2026-10-13
Encompass More Asset Management
INCREASED175,507122,659+52,848+43%$2.9M$4.1M+$1.2M2026-10-16
Schulz Wealth, Ltd.
INCREASED174,88335,336+139,547+395%$827.6K$4.0M+$3.2M2026-11-03
Howard Bailey Securities, LLC
DECREASED166,059174,639-8,580-5%$4.1M$3.8M-$257.4K2026-10-27
SteelPeak Wealth, LLC
INCREASED165,852123,900+41,952+34%$2.9M$3.8M+$926.1K2026-10-16
Fifth Third Securities, Inc.
NEW161,446—+161,446——$3.7M—2026-10-21
B.O.S.S. Retirement Advisors, LLC
DECREASED139,775145,512-5,737-4%$3.4M$3.2M-$181.9K2026-10-26
Park Edge Advisors, LLC
DECREASED122,575142,406-19,831-14%$3.3M$2.8M-$506.1K2026-10-28
Miller Global Investments, LLC
NEW114,097—+114,097——$2.6M—2026-10-02
Beese Fulmer Investment Management, Inc.
INCREASED94,29058,076+36,214+62%$1.4M$2.2M+$816.1K2026-10-23
Reyes Financial Architecture, Inc.
DECREASED87,58587,750-1650%$2.1M$2.0M-$33.6K2026-10-22
Integrated Advisors Network LLC
INCREASED87,57364,012+23,561+37%$1.5M$2.0M+$522.0K2026-10-20
Patten Group, Inc.
INCREASED86,59254,276+32,316+60%$1.3M$2.0M+$727.4K2026-10-26
Commonwealth Equity Services, LLC
INCREASED83,59361,438+22,155+36%$1.4M$1.9M+$490.5K2026-11-02
Winnacle Wealth LLC
INCREASED80,06935,506+44,563+126%$831.6K$1.8M+$1.0M2026-10-15
Smart Wealth LLC
DECREASED78,04980,602-2,553-3%$1.9M$1.8M-$86.3K2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED72,56973,343-774-1%$1.7M$1.7M-$42.8K2026-11-04
Sowell Financial Services LLC
INCREASED70,7168,640+62,076+718%$202.3K$1.6M+$1.4M2026-10-23
Mosley Wealth Management
INCREASED70,10547,333+22,772+48%$1.1M$1.6M+$507.4K2026-10-16
Alpine Bank Wealth Management
INCREASED67,54467,324+220+0%$1.6M$1.6M-$17.8K2026-10-16
Cambridge Advisors Inc.
INCREASED57,40753,854+3,553+7%$1.3M$1.3M+$63.7K2026-10-19
GK Wealth Management LLC
DECREASED56,11679,699-23,583-30%$1.9M$1.3M-$571.4K2026-10-09
Networth Advisors, LLC
INCREASED55,86752,584+3,283+6%$1.2M$1.3M+$57.9K2026-11-03
Moors & Cabot, Inc.
INCREASED46,37843,411+2,967+7%$1.0M$1.1M+$53.7K2026-11-06
Beacon Capital Management, LLC
DECREASED45,57973,671-28,092-38%$1.7M$1.1M-$673.4K2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED43,73443,764-300%$1.0M$1.0M-$15.6K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED41,61136,197+5,414+15%$847.7K$960.4K+$112.7K2026-10-13
Soltis Investment Advisors LLC
INCREASED41,39641,332+64+0%$968.0K$955.4K-$12.6K2026-10-28
Kestra Advisory Services, LLC
DECREASED34,39538,229-3,834-10%$895.3K$793.8K-$101.5K2026-11-02
Nfsg Corp
INCREASED33,47628,419+5,057+18%$665.6K$772.6K+$107.1K2026-10-15
Strategic Blueprint, LLC
INCREASED32,38816,020+16,368+102%$375.2K$747.5K+$372.3K2026-10-22
Lloyd Advisory Services, Llc.
DECREASED26,88927,470-581-2%$643.3K$620.6K-$22.7K2026-11-02
TME Financial, Inc.
DECREASED26,46032,732-6,272-19%$766.6K$610.7K-$155.9K2026-10-14
Straight Path Wealth Management
INCREASED21,46221,212+250+1%$496.8K$495.3K-$1.4K2026-10-23
Signal Advisors Wealth, LLC
NEW19,259—+19,259——$444.5K—2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED18,81015,168+3,642+24%$355.0K$434-$354.6K2026-11-02
Lanark Financial, Inc.
INCREASED17,47713,953+3,524+25%$326.8K$403.4K+$76.6K2026-10-26
Independent Wealth Network Inc.
NEW17,182—+17,182——$396.6K—2026-10-19
WealthCare Asset Management, LLC
DECREASED16,60631,848-15,242-48%$745.9K$383.3K-$362.6K2026-10-26
Brookstone Capital Management
NEW15,790—+15,790——$364.4K—2026-10-22
Decker Retirement Planning Inc.
DECREASED13,88115,521-1,640-11%$363.5K$320.4K-$43.1K2026-10-19
Koshinski Asset Management, Inc.
INCREASED12,64612,536+110+1%$293.6K$291.9K-$1.7K2026-10-29
Revisor Wealth Management LLC
DECREASED11,35829,204-17,846-61%$684.0K$262.1K-$421.8K2026-10-20
LifeWealth Investments, LLC
DECREASED10,35511,300-945-8%$264.6K$239.0K-$25.7K2026-10-21
Advisor OS, LLC
DECREASED10,10912,414-2,305-19%$290.7K$233.3K-$57.4K2026-11-03
City Center Advisors, LLC
NEW9,604—+9,604——$221.7K—2026-10-08
Golden State Wealth Management, LLC
DECREASED8,1298,366-237-3%$195.9K$187.6K-$8.3K2026-11-02
Tounjian Advisory Partners, LLC
DECREASED7,9488,224-276-3%$192.6K$183.4K-$9.2K2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED6,0006,00000%$140.5K$138.5K-$2.0K2026-11-06
Assetmark, Inc
NEW2,554—+2,554——$58.9K—2026-10-21
Farther Finance Advisors, LLC
DECREASED2,1917,581-5,390-71%$177.5K$50.6K-$127.0K2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED1,6201,62000%$37.9K$37.4K-$5502026-10-28
Montgomery Financial Services LLC
UNCHANGED1,6031,60300%$37.5K$37.0K-$5452026-11-03
Asset Planning,Inc
INCREASED618608+10+2%$14.2K$14.3K+$112026-10-26
Triumph Capital Management
UNCHANGED858500%$2.0K$2.0K-$292026-10-14
POM Investment Strategies, LLC
DECREASED104,454-4,444-100%$104.3K$220-$104.1K2026-10-20
GFS Advisors, LLC
CLOSED011,470-11,470-100%$23.7K$0-$23.7K2026-11-03
Blueprint Investment Partners LLC
CLOSED010,655-10,655-100%$249.5K$0-$249.5K2026-10-28
AE Wealth Management LLC
N/A—1,025,769-1,025,769-100%$24.0M———
Principal Securities, Inc.
N/A—608,397-608,397-100%$14.2M———
Captrust Financial Advisors
N/A—446,645-446,645-100%$10.5M———
Envestnet Asset Management Inc
N/A—319,302-319,302-100%$7.5M———
Orion Porfolio Solutions, LLC
N/A—257,395-257,395-100%$6.0M———
Owen LaRue, LLC
N/A—228,395-228,395-100%$5.3M———
FSA Advisors, Inc.
N/A—135,402-135,402-100%$3.2M———
Impact Partnership Wealth, LLC
N/A—130,452-130,452-100%$3.1M———
CreativeOne Wealth, LLC
N/A—91,008-91,008-100%$2.1M———
Authentikos Wealth Advisory, LLC
N/A—84,383-84,383-100%$2.0M———
Osaic Holdings, Inc.
N/A—84,071-84,071-100%$2.0M———
WCG Wealth Advisors LLC
N/A—67,104-67,104-100%$1.6M———
Janney Montgomery Scott LLC
N/A—61,250-61,250-100%$1.4M———
Independent Advisor Alliance
N/A—50,525-50,525-100%$1.2M———
Brookwood Investment Group LLC
N/A—43,370-43,370-100%$1.0M———
Arax Advisory Partners
N/A—39,021-39,021-100%$913.9K———
Compass Capital Corp
N/A—38,037-38,037-100%$889.7K———
Advisory Services Network, LLC
N/A—36,248-36,248-100%$848.9K———
Integrated Wealth Concepts LLC
N/A—33,315-33,315-100%$780.2K———
Legacy Wealth Managment, LLC
N/A—32,164-32,164-100%$753.3K———
Bank of America Corp
N/A—31,936-31,936-100%$747.9K———
Sanctuary Advisors, LLC
N/A—28,220-28,220-100%$660.9K———
Astoria Portfolio Advisors Llc.
N/A—26,684-26,684-100%$624.9K———
Private Advisor Group, LLC
N/A—21,326-21,326-100%$499.5K———
Everstar Asset Management, LLC
N/A—19,795-19,795-100%$463.6K———
Resurgent Financial Advisors LLC
N/A—19,195-19,195-100%$449.5K———
Caerus Investment Advisors, LLC
N/A—16,456-16,456-100%$385.4K———
Western Wealth Management, LLC
N/A—15,969-15,969-100%$374.0K———
Jane Street Group, LLC
N/A—15,932-15,932-100%$373.1K———
Raymond James Financial Inc
N/A—15,149-15,149-100%$354.8K———
Citadel Advisors LLC
N/A—12,582-12,582-100%$294.7K———
Mariner, LLC
N/A—9,339-9,339-100%$218.7K———
NewEdge Advisors, LLC
N/A—8,291-8,291-100%$194.2K———
EP Wealth Advisors, LLC
N/A—6,800-6,800-100%$159.3K———
Hollencrest Capital Management
N/A—2,090-2,090-100%$48.9K———
Regatta Research & Money Management
N/A—1,068-1,068-100%$25.0K———
Wells Fargo & Company
N/A—710-710-100%$16.6K———
IFG Advisory, LLC
N/A—519-519-100%$12.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—448-448-100%$10.5K———
BFC Planning, Inc.
N/A—448-448-100%$10.5K———
Harbour Investments, Inc.
N/A—341-341-100%$8.0K———
Ameritas Advisory Services, LLC
N/A—321-321-100%$7.5K———
Morgan Stanley
N/A—251-251-100%$5.9K———
Vanguard Advisers Inc
N/A—98-98-100%$2.3K———
Northwestern Mutual Wealth Management Co
N/A—35-35-100%$820———
Royal Bank of Canada
N/A—4-4-100%$0———
Showing 112 of 112 institutions