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Tortoise North American Pipe (TPYP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Traphagen Investment Advisors LLC
INCREASED
Shares930,849 from 885,428
Change+45,421 (+5%)
Value$37.1M (-$17.7K)
Filed 2026-10-14
Magnus Financial Group LLC
INCREASED
Shares876,917 from 863,496
Change+13,421 (+2%)
Value$35.0M (-$1.2M)
Filed 2026-10-21
Atwood & Palmer Inc
INCREASED
Shares679,046 from 670,333
Change+8,713 (+1%)
Value$27.1M (-$1.0M)
Filed 2026-10-08
Keudell ison Wealth Management
INCREASED
Shares384,764 from 375,370
Change+9,394 (+3%)
Value$15.3M (-$400.6K)
Filed 2026-10-16
Arvest Investments, Inc.
INCREASED
Shares365,434 from 345,746
Change+19,688 (+6%)
Value$14.6M (+$70.9K)
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares290,311 from 288,602
Change+1,709 (+1%)
Value$11.6M (-$527.9K)
Filed 2026-10-27
Busey Bank
DECREASED
Shares253,711 from 266,738
Change-13,027 (-5%)
Value$10.1M (-$1.1M)
Filed 2026-10-26
Triangle Securities Wealth Management
DECREASED
Shares221,839 from 224,795
Change-2,956 (-1%)
Value$8.8M (-$582.1K)
Filed 2026-10-14
Creative Planning
DECREASED
Shares214,087 from 224,568
Change-10,481 (-5%)
Value$8.5M (-$881.5K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares213,287 from 202,848
Change+10,439 (+5%)
Value$8.5M (-$2.8K)
Filed 2026-11-02
Eagle Strategies LLC
INCREASED
Shares195,309 from 175,309
Change+20,000 (+11%)
Value$7.8M (+$435.3K)
Filed 2026-10-16
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares108,588 from 107,250
Change+1,338 (+1%)
Value$4.3M (-$168.1K)
Filed 2026-10-28
Blueline Advisors LLC
DECREASED
Shares100,152 from 101,206
Change-1,054 (-1%)
Value$4.0M (-$251.0K)
Filed 2026-10-15
Smith & Howard Wealth Management, LLC
INCREASED
Shares99,325 from 94,978
Change+4,347 (+5%)
Value$4.0M (-$22.8K)
Filed 2026-10-27
Quad-Cities Investment Group, LLC
DECREASED
Shares86,395 from 88,342
Change-1,947 (-2%)
Value$3.4M (-$260.1K)
Filed 2026-10-16
Financial Partners Group, Inc
DECREASED
Shares82,484 from 85,179
Change-2,695 (-3%)
Value$3.3M (-$283.3K)
Filed 2026-10-19
Visionary Wealth Advisors
NEW
Shares74,780
Change+74,780
Value$3.0M
Filed 2026-11-04
Financial Enhancement Group LLC
DECREASED
Shares72,579 from 78,369
Change-5,790 (-7%)
Value$3.0M (-$315.7K)
Filed 2026-10-08
Diversify Advisory Services, LLC
INCREASED
Shares71,172 from 64,026
Change+7,146 (+11%)
Value$2.9M (+$199.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares71,172 from 64,026
Change+7,146 (+11%)
Value$2.9M (+$199.7K)
Filed 2026-10-20
Archford Capital Strategies, LLC
NEW
Shares59,576
Change+59,576
Value$2.4M
Filed 2026-10-19
Bank of New York Mellon Corp
INCREASED
Shares56,340 from 45,872
Change+10,468 (+23%)
Value$2.2M (+$322.6K)
Filed 2026-11-05
AlphaCore Capital LLC
UNCHANGED
Shares54,600 from 54,600
Change0 (0%)
Value$2.2M (-$112.7K)
Filed 2026-11-04
ARS Investment Partners, LLC
INCREASED
Shares43,644 from 42,445
Change+1,199 (+3%)
Value$1.7M (-$39.9K)
Filed 2026-11-05
XML Financial, LLC
DECREASED
Shares41,932 from 42,244
Change-312 (-1%)
Value$1.7M (-$99.7K)
Filed 2026-10-29
Heritage OAK Wealth Advisors LLC
INCREASED
Shares34,021 from 32,231
Change+1,790 (+6%)
Value$1.4M (+$4.8K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED
Shares32,330 from 32,330
Change0 (0%)
Value$1.3K (-$67)
Filed 2026-10-27
Regions Financial Corp
UNCHANGED
Shares28,005 from 28,005
Change0 (0%)
Value$1.1M (-$57.8K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares25,535 from 24,586
Change+949 (+4%)
Value$1.0M (-$12.9K)
Filed 2026-10-28
Wesbanco Bank Inc
DECREASED
Shares25,226 from 26,226
Change-1,000 (-4%)
Value$1.0M (-$94.0K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares20,461 from 24,673
Change-4,212 (-17%)
Value$816 (-$1.0M)
Filed 2026-11-02
Investment Partners Asset Management, Inc.
DECREASED
Shares16,741 from 16,886
Change-145 (-1%)
Value$667.4K (-$40.7K)
Filed 2026-10-09
Stokes Capital Advisors, LLC
INCREASED
Shares16,233 from 12,616
Change+3,617 (+29%)
Value$647.1K (+$118.1K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares14,399 from 15,153
Change-754 (-5%)
Value$597.0K (-$50.2K)
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares13,916 from 13,902
Change+14 (+0%)
Value$554.8K (-$28.2K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares12,656 from 10,850
Change+1,806 (+17%)
Value$504.5K (+$49.5K)
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares11,891 from 12,635
Change-744 (-6%)
Value$474.0K (-$55.8K)
Filed 2026-10-21
Howard Financial Services, Ltd.
INCREASED
Shares9,417 from 9,383
Change+34 (+0%)
Value$375.4K (-$18.0K)
Filed 2026-10-15
Leading Edge Financial Planning LLC
UNCHANGED
Shares9,208 from 9,208
Change0 (0%)
Value$367.1K (-$19.0K)
Filed 2026-10-23
WealthCare Investment Partners, LLC
DECREASED
Shares8,854 from 9,964
Change-1,110 (-11%)
Value$352.9K (-$64.9K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares7,584 from 7,426
Change+158 (+2%)
Value$302.3K (-$9.0K)
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
DECREASED
Shares7,339 from 8,104
Change-765 (-9%)
Value$292.6K (-$50.9K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares6,544 from 7,975
Change-1,431 (-18%)
Value$260.9K (-$73.5K)
Filed 2026-11-05
Family Investment Center, Inc.
INCREASED
Shares6,389 from 6,018
Change+371 (+6%)
Value$254.7K (+$2.4K)
Filed 2026-10-19
Segment Wealth Management, LLC
UNCHANGED
Shares5,570 from 5,570
Change0 (0%)
Value$222.0K (-$11.5K)
Filed 2026-10-26
Legacy Capital Wealth Partners, LLC
INCREASED
Shares5,519 from 5,503
Change+16 (+0%)
Value$220.0K (-$10.7K)
Filed 2026-10-21
Private Trust Co NA
UNCHANGED
Shares5,354 from 5,354
Change0 (0%)
Value$213.4K (-$11.1K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares5,089 from 5,052
Change+37 (+1%)
Value$218.9K (-$4.6K)
Filed 2026-10-27
Blume Capital Management, Inc.
UNCHANGED
Shares3,944 from 3,944
Change0 (0%)
Value$157.2K (-$8.1K)
Filed 2026-10-26
City State Bank
UNCHANGED
Shares3,298 from 3,298
Change0 (0%)
Value$131.5K (-$6.8K)
Filed 2026-10-20
Central Trust Co
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$116.8K (-$6.1K)
Filed 2026-11-05
Valley National Advisers Inc
UNCHANGED
Shares2,505 from 2,505
Change0 (0%)
Value$99.9K (-$5.2K)
Filed 2026-10-23
Evermay Wealth Management LLC
DECREASED
Shares1,925 from 2,310
Change-385 (-17%)
Value$76.7K (-$20.1K)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$40.1K (-$2.1K)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$37.2K (-$1.9K)
Filed 2026-10-08
GK Wealth Management LLC
NEW
Shares753
Change+753
Value$30.0K
Filed 2026-10-09
Creative Financial Designs Inc
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$25.1K (-$1.3K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares596 from 595
Change+1 (+0%)
Value$23.8K (-$1.2K)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$19.9K (-$847)
Filed 2026-10-29
US Bancorp \de\
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$17.6K (-$911)
Filed 2026-11-05
1620 Investment Advisors, Inc.
NEW
Shares255
Change+255
Value$10.2K
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$9.6K (-$496)
Filed 2026-10-28
Assetmark, Inc
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$9.4K (-$486)
Filed 2026-10-21
CX Institutional
INCREASED
Shares191 from 189
Change+2 (+1%)
Value$8 ($0)
Filed 2026-10-02
Root Financial Partners, LLC
NEW
Shares182
Change+182
Value$7.3K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$5.4K (-$280)
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.1K (-$58)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$40 (-$2)
Filed 2026-10-16
TopTier Wealth Management, LLC
CLOSED
Shares0 from 4,820
Change-4,820 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 3,484,693
Change-3,484,693 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 996,071
Change-996,071 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 930,151
Change-930,151 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 645,797
Change-645,797 (-100%)
Value—
UBS Group AG
N/A
Shares— from 279,251
Change-279,251 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 240,203
Change-240,203 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 211,148
Change-211,148 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 199,274
Change-199,274 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 194,195
Change-194,195 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 190,215
Change-190,215 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 175,953
Change-175,953 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 143,215
Change-143,215 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 135,865
Change-135,865 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 123,199
Change-123,199 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 112,602
Change-112,602 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 97,415
Change-97,415 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 93,912
Change-93,912 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 84,813
Change-84,813 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 81,350
Change-81,350 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 79,943
Change-79,943 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 78,660
Change-78,660 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 76,165
Change-76,165 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 70,631
Change-70,631 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 68,388
Change-68,388 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 61,125
Change-61,125 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 56,748
Change-56,748 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 45,517
Change-45,517 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,134
Change-37,134 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 37,010
Change-37,010 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 36,620
Change-36,620 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 32,791
Change-32,791 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 27,785
Change-27,785 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 20,730
Change-20,730 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 19,960
Change-19,960 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 19,305
Change-19,305 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 17,860
Change-17,860 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,596
Change-17,596 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,636
Change-16,636 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,969
Change-15,969 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 13,450
Change-13,450 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,703
Change-12,703 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,337
Change-12,337 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,594
Change-11,594 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 11,328
Change-11,328 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,258
Change-8,258 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 8,012
Change-8,012 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,647
Change-7,647 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,189
Change-7,189 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 6,709
Change-6,709 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,529
Change-5,529 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,349
Change-5,349 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 963
Change-963 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 705
Change-705 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 600
Change-600 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Rogco, LP
N/A
Shares— from 521
Change-521 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 424
Change-424 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 311
Change-311 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 206
Change-206 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Status
Traphagen Investment Advisors LLC
INCREASED930,849885,428+45,421+5%$37.1M$37.1M-$17.7K2026-10-14
Magnus Financial Group LLC
INCREASED876,917863,496+13,421+2%$36.2M$35.0M-$1.2M2026-10-21
Atwood & Palmer Inc
INCREASED679,046670,333+8,713+1%$28.1M$27.1M-$1.0M2026-10-08
Keudell ison Wealth Management
INCREASED384,764375,370+9,394+3%$15.7M$15.3M-$400.6K2026-10-16
Arvest Investments, Inc.
INCREASED365,434345,746+19,688+6%$14.5M$14.6M+$70.9K2026-10-21
Parkside Financial Bank & Trust
INCREASED290,311288,602+1,709+1%$12.1M$11.6M-$527.9K2026-10-27
Busey Bank
DECREASED253,711266,738-13,027-5%$11.2M$10.1M-$1.1M2026-10-26
Triangle Securities Wealth Management
DECREASED221,839224,795-2,956-1%$9.4M$8.8M-$582.1K2026-10-14
Creative Planning
DECREASED214,087224,568-10,481-5%$9.4M$8.5M-$881.5K2026-11-02
Commonwealth Equity Services, LLC
INCREASED213,287202,848+10,439+5%$8.5M$8.5M-$2.8K2026-11-02
Eagle Strategies LLC
INCREASED195,309175,309+20,000+11%$7.4M$7.8M+$435.3K2026-10-16
Marshall & Sterling Wealth Advisors Inc.
INCREASED108,588107,250+1,338+1%$4.5M$4.3M-$168.1K2026-10-28
Blueline Advisors LLC
DECREASED100,152101,206-1,054-1%$4.2M$4.0M-$251.0K2026-10-15
Smith & Howard Wealth Management, LLC
INCREASED99,32594,978+4,347+5%$4.0M$4.0M-$22.8K2026-10-27
Quad-Cities Investment Group, LLC
DECREASED86,39588,342-1,947-2%$3.7M$3.4M-$260.1K2026-10-16
Financial Partners Group, Inc
DECREASED82,48485,179-2,695-3%$3.6M$3.3M-$283.3K2026-10-19
Visionary Wealth Advisors
NEW74,780—+74,780——$3.0M—2026-11-04
Financial Enhancement Group LLC
DECREASED72,57978,369-5,790-7%$3.3M$3.0M-$315.7K2026-10-08
Diversify Advisory Services, LLC
INCREASED71,17264,026+7,146+11%$2.7M$2.9M+$199.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED71,17264,026+7,146+11%$2.7M$2.9M+$199.7K2026-10-20
Archford Capital Strategies, LLC
NEW59,576—+59,576——$2.4M—2026-10-19
Bank of New York Mellon Corp
INCREASED56,34045,872+10,468+23%$1.9M$2.2M+$322.6K2026-11-05
AlphaCore Capital LLC
UNCHANGED54,60054,60000%$2.3M$2.2M-$112.7K2026-11-04
ARS Investment Partners, LLC
INCREASED43,64442,445+1,199+3%$1.8M$1.7M-$39.9K2026-11-05
XML Financial, LLC
DECREASED41,93242,244-312-1%$1.8M$1.7M-$99.7K2026-10-29
Heritage OAK Wealth Advisors LLC
INCREASED34,02132,231+1,790+6%$1.4M$1.4M+$4.8K2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED32,33032,33000%$1.4K$1.3K-$672026-10-27
Regions Financial Corp
UNCHANGED28,00528,00500%$1.2M$1.1M-$57.8K2026-11-05
MGO One Seven LLC
INCREASED25,53524,586+949+4%$1.0M$1.0M-$12.9K2026-10-28
Wesbanco Bank Inc
DECREASED25,22626,226-1,000-4%$1.1M$1.0M-$94.0K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED20,46124,673-4,212-17%$1.0M$816-$1.0M2026-11-02
Investment Partners Asset Management, Inc.
DECREASED16,74116,886-145-1%$708.0K$667.4K-$40.7K2026-10-09
Stokes Capital Advisors, LLC
INCREASED16,23312,616+3,617+29%$529.0K$647.1K+$118.1K2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED14,39915,153-754-5%$647.2K$597.0K-$50.2K2026-10-13
55 North Private Wealth, LLC
INCREASED13,91613,902+14+0%$582.9K$554.8K-$28.2K2026-10-20
Fifth Third Bancorp
INCREASED12,65610,850+1,806+17%$455.0K$504.5K+$49.5K2026-11-05
Silverlake Wealth Management LLC
DECREASED11,89112,635-744-6%$529.8K$474.0K-$55.8K2026-10-21
Howard Financial Services, Ltd.
INCREASED9,4179,383+34+0%$393.4K$375.4K-$18.0K2026-10-15
Leading Edge Financial Planning LLC
UNCHANGED9,2089,20800%$386.1K$367.1K-$19.0K2026-10-23
WealthCare Investment Partners, LLC
DECREASED8,8549,964-1,110-11%$417.8K$352.9K-$64.9K2026-11-05
Truist Financial Corp
INCREASED7,5847,426+158+2%$311.4K$302.3K-$9.0K2026-10-30
B. Riley Wealth Advisors, Inc.
DECREASED7,3398,104-765-9%$343.5K$292.6K-$50.9K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED6,5447,975-1,431-18%$334.4K$260.9K-$73.5K2026-11-05
Family Investment Center, Inc.
INCREASED6,3896,018+371+6%$252.3K$254.7K+$2.4K2026-10-19
Segment Wealth Management, LLC
UNCHANGED5,5705,57000%$233.6K$222.0K-$11.5K2026-10-26
Legacy Capital Wealth Partners, LLC
INCREASED5,5195,503+16+0%$230.7K$220.0K-$10.7K2026-10-21
Private Trust Co NA
UNCHANGED5,3545,35400%$224.5K$213.4K-$11.1K2026-10-20
Chicago Partners Investment Group LLC
INCREASED5,0895,052+37+1%$223.5K$218.9K-$4.6K2026-10-27
Blume Capital Management, Inc.
UNCHANGED3,9443,94400%$165.4K$157.2K-$8.1K2026-10-26
City State Bank
UNCHANGED3,2983,29800%$138.3K$131.5K-$6.8K2026-10-20
Central Trust Co
UNCHANGED2,9312,93100%$122.9K$116.8K-$6.1K2026-11-05
Valley National Advisers Inc
UNCHANGED2,5052,50500%$105.0K$99.9K-$5.2K2026-10-23
Evermay Wealth Management LLC
DECREASED1,9252,310-385-17%$96.9K$76.7K-$20.1K2026-11-05
Princeton Global Asset Management LLC
UNCHANGED1,0051,00500%$42.1K$40.1K-$2.1K2026-10-21
Farther Finance Advisors, LLC
UNCHANGED93293200%$39.1K$37.2K-$1.9K2026-10-08
GK Wealth Management LLC
NEW753—+753——$30.0K—2026-10-09
Creative Financial Designs Inc
UNCHANGED63063000%$26.4K$25.1K-$1.3K2026-11-04
Signaturefd, LLC
INCREASED596595+1+0%$24.9K$23.8K-$1.2K2026-10-23
Salomon & Ludwin, LLC
UNCHANGED50050000%$20.8K$19.9K-$8472026-10-29
US Bancorp \de\
UNCHANGED44144100%$18.5K$17.6K-$9112026-11-05
1620 Investment Advisors, Inc.
NEW255—+255——$10.2K—2026-11-04
Chilton Capital Management LLC
UNCHANGED24024000%$10.1K$9.6K-$4962026-10-28
Assetmark, Inc
UNCHANGED23523500%$9.9K$9.4K-$4862026-10-21
CX Institutional
INCREASED191189+2+1%$8$8$02026-10-02
Root Financial Partners, LLC
NEW182—+182——$7.3K—2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED13613600%$5.7K$5.4K-$2802026-11-04
Caldwell Trust Co
UNCHANGED282800%$1.2K$1.1K-$582026-10-30
TD Waterhouse Canada Inc.
UNCHANGED1100%$42$40-$22026-10-16
TopTier Wealth Management, LLC
CLOSED04,820-4,820-100%$202.1K$0-$202.1K2026-10-16
Salem Investment Counselors Inc
CLOSED075-75-100%$3.1K$0-$3.1K2026-10-13
Morgan Stanley
N/A—3,484,693-3,484,693-100%$146.1M———
Bank of America Corp
N/A—996,071-996,071-100%$41.8M———
Arvest Bank Trust Division
N/A—930,151-930,151-100%$39.0M———
Foster & Motley Inc
N/A—645,797-645,797-100%$27.1M———
UBS Group AG
N/A—279,251-279,251-100%$11.7M———
Cerity Partners LLC
N/A—240,203-240,203-100%$10.1M———
Castlekeep Investment Advisors LLC
N/A—211,148-211,148-100%$8.9M———
Mariner, LLC
N/A—199,274-199,274-100%$8.4M———
Wells Fargo & Company
N/A—194,195-194,195-100%$8.1M———
Raymond James Financial Inc
N/A—190,215-190,215-100%$8.0M———
Citadel Advisors LLC
N/A—175,953-175,953-100%$7.4M———
Rockefeller Capital Management L.P.
N/A—143,215-143,215-100%$6.0M———
Icon Wealth Advisors, LLC
N/A—135,865-135,865-100%$5.7M———
Royal Bank of Canada
N/A—123,199-123,199-100%$5.2M———
FAS Wealth Partners, Inc.
N/A—112,602-112,602-100%$4.7M———
LPL Financial LLC
N/A—97,415-97,415-100%$4.1M———
First National Bank of Omaha
N/A—93,912-93,912-100%$4.0M———
Sanctuary Advisors, LLC
N/A—84,813-84,813-100%$3.6M———
Janney Montgomery Scott LLC
N/A—81,350-81,350-100%$3.4M———
HBK Sorce Advisory LLC
N/A—79,943-79,943-100%$3.3M———
Envestnet Asset Management Inc
N/A—78,660-78,660-100%$3.3M———
HighTower Advisors, LLC
N/A—76,165-76,165-100%$3.2M———
Bollard Group LLC
N/A—70,631-70,631-100%$3.0M———
Battery Global Advisors, LLC
N/A—68,388-68,388-100%$2.9M———
GTS Securities LLC
N/A—61,125-61,125-100%$2.6M———
Stifel Financial Corp
N/A—56,748-56,748-100%$2.4M———
Captrust Financial Advisors
N/A—45,517-45,517-100%$1.9M———
United Capital Financial Advisors, LLC
N/A—37,134-37,134-100%$1.6M———
Northern Trust Corp
N/A—37,010-37,010-100%$1.6M———
Atlantic Union Bankshares Corp
N/A—36,620-36,620-100%$1.5M———
Global Retirement Partners, LLC
N/A—32,791-32,791-100%$1.4M———
Oxbow Advisors, LLC
N/A—27,785-27,785-100%$1.2M———
Cresset Asset Management, LLC
N/A—20,730-20,730-100%$869.2K———
Summit Wealth Partners, LLC
N/A—19,960-19,960-100%$836.9K———
Nova Wealth Management, Inc.
N/A—19,305-19,305-100%$809.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—17,860-17,860-100%$748.9K———
Cetera Investment Advisers
N/A—17,596-17,596-100%$737.8K———
NewEdge Wealth, LLC
N/A—16,636-16,636-100%$697.5K———
CreativeOne Wealth, LLC
N/A—15,969-15,969-100%$669.6K———
Objectivity Squared, LLC
N/A—13,450-13,450-100%$563.9K———
Waverly Advisors, LLC
N/A—12,703-12,703-100%$532.6K———
Summit Financial, LLC
N/A—12,337-12,337-100%$517.3K———
NewEdge Advisors, LLC
N/A—11,594-11,594-100%$486.2K———
West Michigan Advisors, LLC
N/A—11,328-11,328-100%$475.0K———
WealthTrust Axiom LLC
N/A—9,500-9,500-100%$398.3K———
Baird Financial Group, Inc.
N/A—8,258-8,258-100%$346.3K———
Benjamin Edwards Inc
N/A—8,100-8,100-100%$339.6K———
Savant Capital, LLC
N/A—8,012-8,012-100%$337.7K———
Allworth Financial LP
N/A—7,771-7,771-100%$325.8K———
Steward Partners Investment Advisory, LLC
N/A—7,647-7,647-100%$320.6K———
MAI Capital Management
N/A—7,189-7,189-100%$301.4K———
Zinnia Wealth Advisory, LLC
N/A—6,709-6,709-100%$281.3K———
Osaic Holdings, Inc.
N/A—6,646-6,646-100%$278.7K———
UMB Bank, n.a.
N/A—6,615-6,615-100%$277.4K———
Beacon Pointe Advisors, LLC
N/A—6,599-6,599-100%$276.7K———
Sterneck Capital Management, LLC
N/A—6,300-6,300-100%$264.2K———
Orion Porfolio Solutions, LLC
N/A—5,720-5,720-100%$239.8K———
Barnes Wealth Management Group, Inc
N/A—5,529-5,529-100%$231.8K———
Argent Trust Co
N/A—5,500-5,500-100%$230.6K———
Stephens Inc
N/A—5,349-5,349-100%$224.3K———
Mercer Global Advisors Inc
N/A—5,220-5,220-100%$218.9K———
MML Investors Services, LLC
N/A—4,957-4,957-100%$207.8K———
Strategies Wealth Advisors, LLC
N/A—4,825-4,825-100%$202.3K———
BlackRock, Inc.
N/A—3,626-3,626-100%$152.0K———
Harbour Investments, Inc.
N/A—2,650-2,650-100%$111.1K———
JPMorgan Chase & Co
N/A—2,521-2,521-100%$106.9K———
FMR LLC
N/A—2,260-2,260-100%$94.8K———
Jones Financial Companies Lllp
N/A—963-963-100%$40.6K———
Continuum Advisory, LLC
N/A—883-883-100%$37.0K———
Strategic Investment Solutions, Inc.
N/A—705-705-100%$29.6K———
Prosperity Bancshares Inc
N/A—600-600-100%$25.2K———
Crewe Advisors LLC
N/A—561-561-100%$23.5K———
Rogco, LP
N/A—521-521-100%$21.8K———
Northwestern Mutual Wealth Management Co
N/A—424-424-100%$17.8K———
UBS Asset Management Americas LLC
N/A—398-398-100%$16.7K———
Vision Retirement, LLC
N/A—361-361-100%$15.1K———
BFC Planning, Inc.
N/A—311-311-100%$13.0K———
Bellevue Asset Management, LLC
N/A—253-253-100%$10.6K———
Ancora Advisors LLCA
N/A—206-206-100%$8.6K———
Institute for Wealth Management, Llc.
N/A—38-38-100%$1.6K———
Showing 150 of 150 institutions