αAlphaSMO

Institutions Holding PWB (223 holders)

223 institutions currently hold PWB, ranked below by position value.

View full stock page for PWB

Key HoldersTotal ValueAvg Weight
LPL Financial LLC$204.2M0.05%
MORGAN STANLEY$104.1M0.01%
RAYMOND JAMES FINANCIAL INC$83.3M0.03%
BANK OF AMERICA CORP /DE/$55.8M0.00%
Cambridge Investment Research Advisors, Inc.$36.4M0.09%
AMERIPRISE FINANCIAL INC$30.2M0.01%
ACT WEALTH MANAGEMENT, LLC$26.7M8.97%
Center for Wealth Management Advisory$26.4M19.04%
Garden State Investment Advisory Services LLC$21.0M4.62%
UBS Group AG$20.7M0.00%
Wharton Business Group, LLC$20.6M0.78%
COMMONWEALTH EQUITY SERVICES, LLC$17.5M0.02%
WELLS FARGO & COMPANY/MN$17.1M0.00%
WIN ADVISORS, INC$16.0M7.31%
Kestra Advisory Services, LLC$14.7M0.06%
ROYAL BANK OF CANADA$14.5M0.00%
Stratos Wealth Partners, LTD.$14.5M0.16%
GOLDMAN SACHS GROUP INC$13.4M0.00%
Cornerstone Wealth Management, LLC$13.3M0.66%
Private Advisor Group, LLC$12.8M0.06%
TRUIST FINANCIAL CORP$12.7M0.02%
ENVESTNET ASSET MANAGEMENT INC$12.6M0.00%
Capital Investment Counsel, LLC$11.4M1.57%
OSAIC HOLDINGS, INC.$11.4M0.02%
Regal Investment Advisors LLC$10.9M0.63%
Baird Financial Group, Inc.$10.9M0.02%
JONES FINANCIAL COMPANIES LLLP$9.2M0.00%
Equitable Holdings, Inc.$9.0M0.06%
CAPTRUST FINANCIAL ADVISORS$8.8M0.02%
TWO SIGMA INVESTMENTS, LP$8.7M0.01%
Cetera Investment Advisers$8.4M0.01%
CWM, LLC$7.9M0.02%
Ethos Financial Group, LLC$7.1M0.52%
MML INVESTORS SERVICES, LLC$6.7M0.02%
Rockefeller Capital Management L.P.$6.0M0.01%
AssuredPartners Investment Advisors, LLC$5.9M0.64%
Dynamic Advisor Solutions LLC$5.9M0.19%
Mill Creek Capital Advisors, LLC$5.8M0.12%
Meridian Wealth Management, LLC$5.7M0.20%
Chicago Partners Investment Group LLC$5.1M0.11%
Forge Financial Services LLC$5.0M0.50%
OneAscent Financial Services LLC$4.6M0.25%
JPL Wealth Management, LLC$4.5M1.02%
Firestone Capital Management$4.3M0.89%
Spire Wealth Management$4.2M0.14%
Institute for Wealth Management, LLC.$3.8M0.40%
Independent Advisor Alliance$3.7M0.04%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.4M0.02%
FMR LLC$3.0M0.00%
Ullmann Wealth Partners Group, LLC$2.8M0.29%
Mariner, LLC$2.8M0.00%
Integrated Wealth Concepts LLC$2.8M0.02%
FIRETHORN WEALTH PARTNERS, LLC$2.6M0.94%
Merit Financial Group, LLC$2.5M0.02%
RiverTree Advisors, LLC$2.2M1.41%
Farther Finance Advisors, LLC$2.2M0.02%
BALANCED WEALTH GROUP LLC$2.2M0.78%
Peck Wealth Management, LLC$2.1M2.14%
Wealthcare Advisory Partners LLC$2.1M0.04%
Keating Financial Advisory Services, Inc.$2.1M0.33%
New England Private Wealth Advisors LLC$2.0M0.23%
FIFTH THIRD BANCORP$1.9M0.00%
Beacon Pointe Advisors, LLC$1.9M0.01%
TITLEIST ASSET MANAGEMENT, LLC$1.9M0.14%
Empirical Asset Management, LLC$1.9M0.49%
Prism Advisors, Inc.$1.8M0.48%
Blue Capital, Inc.$1.7M1.13%
TOBIAS FINANCIAL ADVISORS, INC.$1.7M0.24%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M0.00%
Investors Research Corp$1.6M0.31%
World Investment Advisors$1.6M0.03%
Apollon Wealth Management, LLC$1.6M0.03%
Parallel Advisors, LLC$1.6M0.03%
Wealthspire Retirement, LLC$1.5M0.09%
THOROUGHBRED FINANCIAL SERVICES, LLC$1.5M0.09%
FOUNDERS FINANCIAL SECURITIES LLC$1.5M0.09%
Kingsview Wealth Management, LLC$1.4M0.02%
Focus Financial Network, Inc.$1.4M0.05%
IHT Wealth Management, LLC$1.4M0.03%
STIFEL FINANCIAL CORP$1.4M0.00%
Fiscal Wisdom Wealth Management, LLC$1.4M1.32%
Janney Montgomery Scott LLC$1.3M0.00%
KEYBANK NATIONAL ASSOCIATION/OH$1.3M0.00%
RFG Advisory, LLC$1.2M0.02%
Steward Partners Investment Advisory, LLC$1.2M0.01%
FIFTH THIRD SECURITIES, INC.$1.2M0.08%
Empowered Funds, LLC$1.1M0.01%
Waverly Advisors, LLC$1.1M0.01%
Elevation Capital Advisory, LLC$1.1M0.47%
Cambria Investment Management, L.P.$1.1M0.06%
Prospera Financial Services Inc$1.0M0.02%
Secure Asset Management, LLC$1.0M0.16%
Envision Financial Transparency, LLC$965.0K0.94%
Post Resch Tallon Group Inc.$939.7K0.76%
Gateway Wealth Partners, LLC$924.6K0.04%
STEINBERGANNA WEALTH MANAGEMENT$903.3K0.43%
OPPENHEIMER & CO INC$883.3K0.01%
Concurrent Investment Advisors, LLC$878.5K0.01%
Maia Wealth LLC$874.2K0.15%
Claris Financial LLC$859.6K0.47%
PNC FINANCIAL SERVICES GROUP, INC.$832.2K0.00%
BENJAMIN EDWARDS INC$824.8K0.01%
HARMONY ASSET MANAGEMENT LLC$814.9K0.25%
Creative Planning$803.7K0.00%
Armbruster Capital Management, Inc.$802.2K0.13%
MATHER GROUP, LLC.$781.5K0.01%
HighPoint Advisor Group LLC$773.9K0.03%
AXXCESS WEALTH MANAGEMENT, LLC$762.3K0.02%
STRATEGY ASSET MANAGERS LLC$736.3K0.12%
GLENMEDE TRUST CO NA$735.7K0.00%
Covenant Asset Management, LLC$733.5K0.11%
FLAGSHIP HARBOR ADVISORS, LLC$693.1K0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC$684.7K0.01%
JPMORGAN CHASE & CO$638.5K0.00%
Evolution Wealth Advisors, LLC$629.7K0.06%
Beacon Financial Advisory LLC$620.2K0.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$600.5K0.00%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$597.3K0.03%
BLAIR WILLIAM & CO/IL$559.1K0.00%
Ausdal Financial Partners, Inc.$512.7K0.02%
Quantinno Capital Management LP$507.6K0.00%
Darwin Wealth Management, LLC$503.7K0.16%
HighTower Advisors, LLC$490.2K0.00%
HFG Advisors, Inc.$484.8K0.34%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$476.1K0.02%
Hershey Financial Advisers, LLC$468.5K0.40%
PFG Investments, LLC$464.0K0.02%
MERCER GLOBAL ADVISORS INC /ADV$455.6K0.00%
Traction Financial Partners, LLC$447.4K0.28%
Chancellor Financial Group WB LP$427.4K0.30%
Tower Research Capital LLC (TRC)$426.0K0.01%
NorthRock Partners, LLC$425.6K0.01%
Eagle Bay Advisors LLC$415.7K0.37%
CARDIFF PARK ADVISORS, LLC$415.6K0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$391.4K0.00%
IAM Advisory, LLC$385.9K0.09%
Carrera Capital Advisors$384.8K0.06%
Schrum Private Wealth Management LLC$384.1K0.29%
Strategic Family Wealth Counselors, L.L.C.$382.8K0.10%
PRIVATE TRUST CO NA$382.6K0.03%
PRINCIPAL SECURITIES, INC.$365.4K0.01%
EverSource Wealth Advisors, LLC$358.0K0.01%
Paragon Private Wealth Management, LLC$356.9K0.11%
Western Wealth Management, LLC$352.2K0.01%
Summit Financial, LLC$349.6K0.00%
Harbor Asset Planning, Inc.$323.6K0.27%
Horizon Family Wealth, Inc.$306.9K0.16%
Focus Partners Wealth$300.8K0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$297.1K0.00%
CIBC Bancorp USA Inc.$294.4K0.00%
Institutions Holding PWB (223 holders) | AlphaSMO