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Institutions Holding BSMT (113 holders)

113 institutions currently hold BSMT, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Elequin Capital, LP$22.1M1.86%
Hills Bank & Trust Co$15.2M0.73%
WELLS FARGO & COMPANY/MN$13.5M0.00%
LPL Financial LLC$6.9M0.00%
Invesco Ltd.$6.8M0.00%
BANK OF AMERICA CORP /DE/$6.7M0.00%
Kathmere Capital Management, LLC$5.8M0.36%
MORGAN STANLEY$5.6M0.00%
UBS Group AG$5.4M0.00%
Avior Wealth Management, LLC$5.3M0.15%
HighTower Advisors, LLC$5.1M0.01%
RAYMOND JAMES FINANCIAL INC$4.6M0.00%
Atlantic Union Bankshares Corp$4.4M0.08%
CENTRAL VALLEY ADVISORS, LLC$4.1M1.11%
PRECEDENT WEALTH PARTNERS, LLC$3.8M0.77%
Sequoia Financial Advisors, LLC$3.7M0.02%
MONECO ADVISORS, LLC$3.5M0.27%
Integrated Wealth Concepts LLC$3.1M0.02%
OSAIC HOLDINGS, INC.$2.7M0.00%
Key Financial Inc$2.6M0.45%
COMMONWEALTH EQUITY SERVICES, LLC$2.5M0.00%
ENVESTNET ASSET MANAGEMENT INC$2.5M0.00%
Lido Advisors, LLC$2.4M0.01%
CONFLUENCE INVESTMENT MANAGEMENT LLC$2.4M0.04%
Focus Partners Wealth$2.3M0.00%
Clark Asset Management, LLC$2.3M0.21%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.3M0.00%
Legacy Private Trust Co.$2.0M0.12%
JANE STREET GROUP, LLC$2.0M0.00%
Kestra Advisory Services, LLC$1.8M0.01%
SIGNATUREFD, LLC$1.8M0.03%
VestGen Advisors, LLC$1.7M0.05%
Asset Dedication, LLC$1.7M0.12%
Coastline Complete Wealth LLC$1.6M0.98%
MML INVESTORS SERVICES, LLC$1.5M0.00%
Paulson Wealth Management Inc.$1.3M0.31%
JONES FINANCIAL COMPANIES LLLP$1.3M0.00%
CAPTRUST FINANCIAL ADVISORS$1.1M0.00%
HUNTINGTON NATIONAL BANK$1.0M0.01%
Carnegie Investment Counsel$991.2K0.02%
Willis Johnson & Associates, Inc.$988.8K0.06%
AlphaStar Capital Management, LLC$906.5K0.07%
Sanctuary Advisors, LLC$901.0K0.00%
BROWN ADVISORY INC$899.9K0.00%
Equitable Holdings, Inc.$860.6K0.01%
HARBOUR INVESTMENTS, INC.$839.1K0.01%
FOURPATH CAPITAL MANAGEMENT, LLC$745.1K0.11%
STIFEL FINANCIAL CORP$722.6K0.00%
Marietta Wealth Management, LLC$712.8K0.08%
SENTINEL PENSION ADVISORS, LLC$661.2K0.10%
Cetera Investment Advisers$630.8K0.00%
Meridian Wealth Management, LLC$620.6K0.02%
Anchor Investment Management, LLC$610.1K0.05%
Addison Advisors LLC$588.9K0.13%
HOWARD WEALTH MANAGEMENT, LLC$584.6K0.25%
Hobbs Group Advisors, LLC$546.8K0.16%
Horizons Wealth Management$537.4K0.35%
TLWM$510.3K0.09%
PRIVATE TRUST CO NA$508.3K0.05%
ROYAL BANK OF CANADA$476.0K0.00%
SILVERLAKE WEALTH MANAGEMENT LLC$474.3K0.10%
Aptus Capital Advisors, LLC$457.3K0.00%
Jacobi Capital Management LLC$425.4K0.02%
Clearstead Advisors, LLC$397.3K0.00%
Heritage Trust Co$396.2K0.04%
Invariant Investment Management$387.8K0.24%
Beacon Pointe Advisors, LLC$373.5K0.00%
Cambridge Financial Group, LLC$367.0K0.12%
Wingate Wealth Advisors, Inc.$362.3K0.19%
Cooksen Wealth, LLC$350.0K0.25%
Wealthcare Advisory Partners LLC$333.6K0.01%
WealthBridge Capital Management, LLC$329.2K0.08%
First Command Advisory Services, Inc.$315.3K0.00%
LEAVELL INVESTMENT MANAGEMENT, INC.$308.2K0.01%
Accurate Wealth Management, LLC$305.1K0.04%
Bill Few Associates, Inc.$300.7K0.07%
WESPAC Advisors, LLC$299.3K0.16%
FF Advisors,LLC$299.3K0.12%
HUB Investment Partners, LLC$294.2K0.01%
Intentional Wealth Strategies, LLC$286.5K0.27%
Prospera Financial Services Inc$253.8K0.00%
YANKCOM Partnership$247.7K0.10%
River Street Advisors LLC$242.1K0.08%
Cypress Wealth Services, LLC$240.6K0.03%
World Investment Advisors$239.9K0.00%
Vestmark Advisory Solutions, Inc.$239.9K0.00%
CGN Advisors LLC$232.9K0.02%
MISSION WEALTH MANAGEMENT, LP$230.2K0.00%
Steward Partners Investment Advisory, LLC$227.0K0.00%
Coastal Bridge Advisors, LLC$225.1K0.02%
Foundry Financial Group, Inc.$219.4K0.11%
Opulen Financial Group LLC$217.9K0.15%
Private Advisor Group, LLC$211.8K0.00%
Baird Financial Group, Inc.$208.7K0.00%
D.A. DAVIDSON & CO.$208.2K0.00%
Francis Financial, Inc.$207.1K0.04%
COOKSON PEIRCE & CO INC$205.9K0.01%
Crews Bank & Trust$199.2K0.03%
Knights of Columbus Asset Advisors LLC$165.4K0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$162.2K0.00%
Capital Analysts, LLC$155.0K0.00%
JPMORGAN CHASE & CO$147.9K0.00%
Ascentis Independent Advisors$140.4K0.01%
NorthAvenue LLC$134.7K0.11%
Larson Financial Group LLC$127.0K0.00%
Farther Finance Advisors, LLC$122.5K0.00%
FIFTH THIRD BANCORP$107.0K0.00%
PNC FINANCIAL SERVICES GROUP, INC.$61.6K0.00%
HARBOR INVESTMENT ADVISORY, LLC$31.1K0.00%
GILL CAPITAL PARTNERS, LLC$23.6K0.01%
Trust Co$9.4K0.00%
MassMutual Private Wealth & Trust, FSB$6.8K0.00%
IFP Advisors, Inc$5.7K0.00%
Institutions Holding BSMT (113 holders) | AlphaSMO