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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 89834G737

TRUST FOR PROFESSIONAL MANAG

70 institutions · $1.02B total · 28,862,343 shares

#ManagerSharesValue% of TotalPeriod
1Envestnet Portfolio Solutions, Inc.13,359,462$474.4M46.28%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC11,619,221$412.6M40.25%2025-12-31
3LPL Financial LLC1,118,030$39.7M3.87%2025-12-31
4PRINCIPAL SECURITIES, INC.667,694$23.7M2.31%2025-12-31
5MML INVESTORS SERVICES, LLC417,682$14.8M1.44%2025-12-31
6ADVISOR GROUP HOLDINGS, INC.252,582$9.0M0.87%2025-12-31
7B. Riley Wealth Advisors, Inc.222,873$7.9M0.77%2025-12-31
8WILEY BROS.-AINTREE CAPITAL, LLC215,354$7.7M0.74%2025-12-31
9Cetera Investment Advisers149,730$5.3M0.51%2025-12-31
10Spire Wealth Management88,912$3.2M0.30%2025-12-31
11OLD MISSION CAPITAL LLC103,249$2.9M0.35%2024-03-31
12SUSQUEHANNA INTERNATIONAL GROUP, LLP64,414$2.3M0.22%2025-12-31
13Mariner, LLC35,386$1.3M0.12%2025-12-31
14Atria Wealth Solutions, Inc.36,005$1.2M0.12%2025-06-30
15Lion Street Advisors, LLC30,701$1.0M0.10%2025-06-30
16Pensionmark Financial Group, LLC45,927$905.8K0.15%2025-12-31
17CITADEL ADVISORS LLC25,099$891.3K0.08%2025-12-31
18LINCOLN NATIONAL CORP26,232$742.1K0.09%2024-03-31
19Financial Sense Advisors, Inc.18,798$667.5K0.06%2025-12-31
20PRINCIPAL FINANCIAL GROUP INC18,326$650.8K0.06%2025-12-31
21Inspire Advisors, LLC22,032$627.0K0.07%2024-06-30
22COMMONWEALTH EQUITY SERVICES, LLC17,129$608.2K0.05%2025-12-31
23NewEdge Advisors, LLC16,060$570.3K0.05%2025-12-31
24JANE STREET GROUP, LLC13,967$495.7K0.04%2025-09-30
25Kestra Investment Management, LLC14,774$444.1K0.05%2025-06-30
26Sigma Planning Corp10,137$360.0K0.03%2025-12-31
27Modern Wealth Management, LLC9,401$333.8K0.03%2025-12-31
28Kestra Advisory Services, LLC8,765$311.3K0.03%2025-12-31
29Allworth Financial LP7,324$259.9K0.02%2025-12-31
30SIGNATURE SECURITIES GROUP CORPORATION6,203$220.3K0.02%2025-12-31
31Merit Financial Group, LLC6,020$213.7K0.02%2025-09-30
32COURIER CAPITAL LLC5,815$206.5K0.02%2025-12-31
33HighTower Advisors, LLC7,088$203.0K0.02%2024-06-30
34First Horizon Advisors, Inc.6,075$202.4K0.02%2025-06-30
35DIVERSIFY WEALTH MANAGEMENT, LLC5,440$200.9K0.01%2025-12-31
36Global Retirement Partners, LLC4,045$143.6K0.01%2025-09-30
37MORGAN STANLEY2,914$103.5K0.01%2025-12-31
38WELLS FARGO & COMPANY/MN3,350$103.0K0.01%2024-09-30
39BANK OF MONTREAL /CAN/3,424$100.0K0.01%2024-06-30
40Royal Bank of Canada2,281$81.0K0.00%2025-12-31
41Pinnacle Bancorp, Inc.2,134$75.8K0.00%2025-12-31
42AE Wealth Management LLC2,249$74.9K0.00%2025-06-30
43FMR LLC2,059$73.1K0.00%2025-09-30
44BANK OF AMERICA CORP /DE/2,300$69.1K0.00%2025-03-31
45Geneos Wealth Management Inc.1,772$59.0K0.00%2025-06-30
46CALDWELL SUTTER CAPITAL, INC.1,841$55.3K0.00%2025-03-31
47Capital Investment Advisory Services, LLC1,364$48.4K0.00%2025-09-30
48Smartleaf Asset Management LLC1,041$37.2K0.00%2025-12-31
49RAYMOND JAMES FINANCIAL INC1,086$36.2K0.00%2025-06-30
50Financial Gravity Asset Management, Inc.1,186$35.7K0.00%2025-03-31
51Financial Gravity Companies, Inc.1,186$33.2K0.00%2024-12-31
52IFP Advisors, Inc682$24.2K0.00%2025-12-31
53RPg Family Wealth Advisory, LLC730$22.4K0.00%2024-09-30
54NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO597$17.9K0.00%2025-03-31
55Investors Research Corp585$16.6K0.00%2024-06-30
56Addison Advisors LLC454$12.9K0.00%2024-06-30
57COMERICA BANK521$12.7K0.00%2023-12-31
58Silicon Valley Capital Partners447$12.5K0.00%2024-12-31
59ASSETMARK, INC225$8.0K0.00%2025-12-31
60UBS Group AG201$7.1K0.00%2025-12-31
61Fortitude Family Office, LLC185$6.2K0.00%2025-06-30
62Signature Resources Capital Management, LLC93$3.3K0.00%2025-12-31
63PARK AVENUE SECURITIES LLC80,520$2.9K0.27%2025-09-30
64ORG Partners LLC67$2.4K0.00%2025-12-31
65WEDBUSH SECURITIES INC40,043$1.4K0.13%2025-12-31
66PNC Financial Services Group, Inc.39$1.4K0.00%2025-12-31
67Signature Equity Partners, LLC28$9940.00%2025-12-31
68Cambridge Investment Research Advisors, Inc.21,088$7490.07%2025-12-31
69HRT FINANCIAL LP9,699$3440.03%2025-12-31
70CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30