CUSIP 89834G760
TRUST FOR PROFESSIONAL MANAG
93 institutions · $215.0M total · 8,896,039 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2,541,580 | $58.2M | 28.56% | 2024-12-31 |
| 2 | FLAGSHIP HARBOR ADVISORS, LLC | 705,459 | $19.3M | 7.93% | 2025-12-31 |
| 3 | LPL Financial LLC | 696,058 | $19.0M | 7.82% | 2025-12-31 |
| 4 | Riverwater Partners LLC | 515,745 | $14.1M | 5.79% | 2025-12-31 |
| 5 | COTTONWOOD CAPITAL ADVISORS, LLC | 339,478 | $9.3M | 3.81% | 2025-12-31 |
| 6 | LIBERTY SQUARE WEALTH PARTNERS LLC | 314,529 | $8.6M | 3.53% | 2025-12-31 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 292,322 | $8.1M | 3.28% | 2025-12-31 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 247,412 | $6.8M | 2.78% | 2025-12-31 |
| 9 | Sowell Financial Services LLC | 226,164 | $6.2M | 2.54% | 2025-12-31 |
| 10 | Tactive Advisors, LLC | 222,982 | $6.1M | 2.50% | 2025-12-31 |
| 11 | Good Life Advisors, LLC | 219,735 | $5.1M | 2.47% | 2025-06-30 |
| 12 | Rockefeller Capital Management L.P. | 167,749 | $4.6M | 1.88% | 2025-12-31 |
| 13 | Accurate Wealth Management, LLC | 156,059 | $4.3M | 1.75% | 2025-12-31 |
| 14 | Creative Planning | 127,619 | $3.5M | 1.43% | 2025-12-31 |
| 15 | Global Retirement Partners, LLC | 121,799 | $3.3M | 1.36% | 2025-12-31 |
| 16 | Elyxium Wealth, LLC | 102,519 | $2.8M | 1.15% | 2025-12-31 |
| 17 | Mariner, LLC | 93,506 | $2.6M | 1.05% | 2025-12-31 |
| 18 | Fifth Third Securities, Inc. | 84,969 | $2.3M | 0.95% | 2025-12-31 |
| 19 | JANE STREET GROUP, LLC | 80,839 | $1.9M | 0.90% | 2025-06-30 |
| 20 | Sanctuary Advisors, LLC | 52,622 | $1.4M | 0.59% | 2025-12-31 |
| 21 | Integrated Wealth Concepts LLC | 50,774 | $1.3M | 0.57% | 2025-09-30 |
| 22 | Empirical Asset Management, LLC | 42,445 | $1.2M | 0.47% | 2025-12-31 |
| 23 | Advisor Resource Council | 52,153 | $1.1M | 0.58% | 2025-03-31 |
| 24 | GENESIS PRIVATE WEALTH, LLC | 40,412 | $1.1M | 0.45% | 2025-12-31 |
| 25 | Foundations Investment Advisors, LLC | 39,139 | $1.1M | 0.43% | 2025-12-31 |
| 26 | RPS ADVISORY SOLUTIONS LLC | 37,409 | $1.0M | 0.42% | 2025-12-31 |
| 27 | HARBOUR INVESTMENTS, INC. | 37,160 | $1.0M | 0.41% | 2025-12-31 |
| 28 | Operose Advisors LLC | 36,725 | $1.0M | 0.41% | 2025-12-31 |
| 29 | WCG Wealth Advisors LLC | 34,022 | $929.8K | 0.38% | 2025-12-31 |
| 30 | Cannon Wealth Management Services, LLC | 33,155 | $906.1K | 0.37% | 2025-12-31 |
| 31 | Archford Capital Strategies, LLC | 32,379 | $884.9K | 0.36% | 2025-12-31 |
| 32 | Equitable Holdings, Inc. | 31,570 | $862.8K | 0.35% | 2025-12-31 |
| 33 | STEPHENS INC /AR/ | 36,418 | $834.3K | 0.40% | 2024-12-31 |
| 34 | Retireful, LLC | 33,787 | $774.1K | 0.37% | 2024-12-31 |
| 35 | GG Group Ventures, LLC | 30,239 | $692.8K | 0.33% | 2024-12-31 |
| 36 | Per Stirling Capital Management, LLC. | 25,011 | $683.6K | 0.28% | 2025-12-31 |
| 37 | Atria Investments, Inc | 24,679 | $674.5K | 0.27% | 2025-12-31 |
| 38 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 22,690 | $620.1K | 0.25% | 2025-12-31 |
| 39 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 27,330 | $608.6K | 0.30% | 2024-09-30 |
| 40 | HighTower Advisors, LLC | 21,579 | $589.8K | 0.24% | 2025-12-31 |
| 41 | Insight Wealth Strategies, LLC | 22,726 | $531.6K | 0.25% | 2025-06-30 |
| 42 | MML INVESTORS SERVICES, LLC | 18,176 | $496.7K | 0.20% | 2025-12-31 |
| 43 | Fiscal Wisdom Wealth Management, LLC | 17,608 | $481.2K | 0.19% | 2025-12-31 |
| 44 | Apollon Wealth Management, LLC | 17,125 | $468.0K | 0.19% | 2025-12-31 |
| 45 | UBS Group AG | 19,073 | $445.7K | 0.21% | 2025-06-30 |
| 46 | Brookstone Capital Management | 18,956 | $409.6K | 0.21% | 2025-03-31 |
| 47 | Atria Wealth Solutions, Inc. | 18,658 | $403.2K | 0.20% | 2025-03-31 |
| 48 | ACT WEALTH MANAGEMENT, LLC | 14,385 | $393.1K | 0.16% | 2025-12-31 |
| 49 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 17,970 | $388.3K | 0.20% | 2025-03-31 |
| 50 | CITADEL ADVISORS LLC | 16,955 | $366.4K | 0.19% | 2025-03-31 |
| 51 | CARY STREET PARTNERS FINANCIAL LLC | 15,973 | $345.2K | 0.17% | 2025-03-31 |
| 52 | Regal Investment Advisors LLC | 11,690 | $319.5K | 0.13% | 2025-12-31 |
| 53 | Sigma Planning Corp | 11,230 | $306.9K | 0.12% | 2025-12-31 |
| 54 | Tyler-Stone Wealth Management | 13,024 | $304.4K | 0.14% | 2025-06-30 |
| 55 | Belpointe Asset Management LLC | 11,005 | $300.8K | 0.12% | 2025-12-31 |
| 56 | Ausdal Financial Partners, Inc. | 10,990 | $300.4K | 0.12% | 2025-12-31 |
| 57 | Heck Capital Advisors, LLC | 10,691 | $292.2K | 0.12% | 2025-12-31 |
| 58 | Coastal Bridge Advisors, LLC | 10,627 | $290.4K | 0.11% | 2025-12-31 |
| 59 | Sloy Dahl & Holst, LLC | 9,870 | $269.7K | 0.11% | 2025-12-31 |
| 60 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,204 | $263.7K | 0.13% | 2025-03-31 |
| 61 | Able Wealth Management LLC | 9,319 | $254.7K | 0.10% | 2025-12-31 |
| 62 | Insight Advisors, LLC/ PA | 16,403 | $248.7K | 0.18% | 2023-06-30 |
| 63 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9,001 | $246.0K | 0.10% | 2025-12-31 |
| 64 | Bank of New York Mellon Corp | 8,715 | $238.2K | 0.09% | 2025-12-31 |
| 65 | Quantinno Capital Management LP | 8,738 | $227.5K | 0.09% | 2025-09-30 |
| 66 | SeaCrest Wealth Management, LLC | 7,688 | $213.7K | 0.08% | 2025-12-31 |
| 67 | GOLDMAN SACHS GROUP INC | 9,113 | $202.9K | 0.10% | 2024-09-30 |
| 68 | Allworth Financial LP | 5,459 | $149.2K | 0.06% | 2025-12-31 |
| 69 | WELLS FARGO & COMPANY/MN | 2,272 | $62.1K | 0.02% | 2025-12-31 |
| 70 | Farther Finance Advisors, LLC | 2,951 | $44.7K | 0.03% | 2024-03-31 |
| 71 | BANK OF AMERICA CORP /DE/ | 1,922 | $41.2K | 0.02% | 2024-06-30 |
| 72 | Advisory Services Network, LLC | 1,555 | $40.5K | 0.01% | 2025-09-30 |
| 73 | First Capital Advisors Group, LLC. | 1,915 | $30.3K | 0.02% | 2023-09-30 |
| 74 | PRINCIPAL SECURITIES, INC. | 1,167 | $26.7K | 0.01% | 2025-03-31 |
| 75 | Steward Partners Investment Advisory, LLC | 950 | $26.0K | 0.01% | 2025-12-31 |
| 76 | PRIVATE TRUST CO NA | 622 | $17.0K | 0.00% | 2025-12-31 |
| 77 | Empowered Funds, LLC | 616 | $16.8K | 0.00% | 2025-12-31 |
| 78 | SRS Capital Advisors, Inc. | 588 | $16.1K | 0.00% | 2025-12-31 |
| 79 | SageView Advisory Group, LLC | 500 | $13.7K | 0.00% | 2025-12-31 |
| 80 | Nova Wealth Management, Inc. | 553 | $12.9K | 0.00% | 2025-06-30 |
| 81 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 355 | $9.7K | 0.00% | 2025-12-31 |
| 82 | Janney Montgomery Scott LLC | 351,785 | $9.6K | 3.95% | 2025-12-31 |
| 83 | Royal Bank of Canada | 332 | $9.0K | 0.00% | 2025-12-31 |
| 84 | Advisors Preferred, LLC | 207 | $5.7K | 0.00% | 2025-12-31 |
| 85 | Parallel Advisors, LLC | 208 | $5.7K | 0.00% | 2025-12-31 |
| 86 | Venturi Wealth Management, LLC | 200 | $4.6K | 0.00% | 2024-12-31 |
| 87 | PARK AVENUE SECURITIES LLC | 118,460 | $3.2K | 1.33% | 2025-12-31 |
| 88 | LaSalle St. Investment Advisors, LLC | 18,259 | $499 | 0.20% | 2025-12-31 |
| 89 | HRT FINANCIAL LP | 18,027 | $389 | 0.20% | 2025-03-31 |
| 90 | MORGAN STANLEY | 1 | $48 | 0.00% | 2025-12-31 |
| 91 | CWM, LLC | 1,000 | $22 | 0.01% | 2025-03-31 |
| 92 | New Millennium Group LLC | 1 | $18 | 0.00% | 2025-12-31 |
| 93 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |