Abrdn Asia-Pacific Income (FAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Evergreen Capital Management LLC

INCREASED

Shares982,927 from 946,524

Change+36,403 (+4%)

Value$12.9M (-$1.1M)

Filed 2026-10-23

Rareview Capital LLC

INCREASED

Shares288,082 from 263,270

Change+24,812 (+9%)

Value$3.8M (-$423.1K)

Filed 2026-11-05

Shaker Financial Services, LLC

NEW

Shares155,079

Change+155,079

Value$2.0M

Filed 2026-10-14

LPL Financial LLC

DECREASED

Shares137,244 from 146,360

Change-9,116 (-6%)

Value$1.8M (-$357.8K)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares109,955 from 115,699

Change-5,744 (-5%)

Value$1.4M (-$264.0K)

Filed 2026-11-05

NWF Advisory Services Inc.

DECREASED

Shares86,818 from 88,984

Change-2,166 (-2%)

Value$1.1M (-$173.4K)

Filed 2026-10-19

Lido Advisors, LLC

UNCHANGED

Shares52,822 from 52,822

Change0 (0%)

Value$690.9K (-$86.1K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares43,054 from 44,396

Change-1,342 (-3%)

Value$563.1K (-$89.9K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

INCREASED

Shares30,754 from 29,781

Change+973 (+3%)

Value$402.3K (-$35.8K)

Filed 2026-11-05

Gridiron Partners, LLC

UNCHANGED

Shares29,986 from 29,986

Change0 (0%)

Value$392.2K (-$48.9K)

Filed 2026-10-08

Advisory Solutions Group, LLC

DECREASED

Shares25,786 from 37,411

Change-11,625 (-31%)

Value$337.3K (-$213.0K)

Filed 2026-10-14

Apollon Wealth Management, LLC

INCREASED

Shares25,027 from 24,872

Change+155 (+1%)

Value$327.3K (-$38.5K)

Filed 2026-10-23

Triumph Capital Management

INCREASED

Shares24,615 from 24,602

Change+13 (+0%)

Value$323.0K (-$38.9K)

Filed 2026-10-14

Fisher Asset Management, LLC

DECREASED

Shares20,897 from 21,487

Change-590 (-3%)

Value$273.3K (-$42.7K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares18,933 from 18,406

Change+527 (+3%)

Value$247.6K (-$23.1K)

Filed 2026-11-02

Mezzasalma Advisors, LLC

INCREASED

Shares18,680 from 18,191

Change+489 (+3%)

Value$244.3K (-$23.2K)

Filed 2026-10-14

Creative Planning

DECREASED

Shares17,107 from 19,865

Change-2,758 (-14%)

Value$223.8K (-$68.4K)

Filed 2026-11-02

Moors & Cabot, Inc.

INCREASED

Shares15,377 from 13,870

Change+1,507 (+11%)

Value$201.1K (-$2.9K)

Filed 2026-11-06

Clear Creek Financial Management, LLC

UNCHANGED

Shares14,595 from 14,595

Change0 (0%)

Value$190.9K (-$23.8K)

Filed 2026-10-28

Martin Capital Partners, LLC

UNCHANGED

Shares13,075 from 13,075

Change0 (0%)

Value$171.0K (-$21.3K)

Filed 2026-10-07

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares12,561 from 14,023

Change-1,462 (-10%)

Value$164.0K (-$42.0K)

Filed 2026-11-02

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

NEW

Shares11,566

Change+11,566

Value$151.3K

Filed 2026-10-27

Pekin Hardy Strauss, Inc.

DECREASED

Shares10,846 from 11,079

Change-233 (-2%)

Value$141.9K (-$21.1K)

Filed 2026-11-02

Onyx Bridge Wealth Group LLC

INCREASED

Shares10,066 from 10,047

Change+19 (+0%)

Value$131.7K (-$16.1K)

Filed 2026-10-16

Cullen T Bankers, Inc.

DECREASED

Shares8,033 from 12,866

Change-4,833 (-38%)

Value$105.1K (-$84.2K)

Filed 2026-10-28

CoreCap Advisors, LLC

UNCHANGED

Shares5,201 from 5,201

Change0 (0%)

Value$68.0K (-$8.5K)

Filed 2026-10-08

Rydar Equities, Inc.

NEW

Shares3,609

Change+3,609

Value$46.2K

Filed 2026-10-13

Golden State Wealth Management, LLC

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$32.7K (-$4.1K)

Filed 2026-11-02

TD Waterhouse Canada Inc.

DECREASED

Shares2,428 from 2,928

Change-500 (-17%)

Value$31.2K (-$11.4K)

Filed 2026-10-16

Winch Advisory Services, LLC

DECREASED

Shares1,809 from 2,328

Change-519 (-22%)

Value$23.7K (-$10.6K)

Filed 2026-11-06

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,343 from 1,287

Change+56 (+4%)

Value$17.6K (-$1.4K)

Filed 2026-10-27

Chung Wu Investment Group, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$13.1K (-$1.6K)

Filed 2026-11-03

WPG Advisers, LLC

INCREASED

Shares836 from 801

Change+35 (+4%)

Value$10.9K (-$848)

Filed 2026-10-27

Trust Co of Toledo NA

UNCHANGED

Shares666 from 666

Change0 (0%)

Value$8.7K (-$1.1K)

Filed 2026-10-16

Holos Integrated Wealth LLC

UNCHANGED

Shares533 from 533

Change0 (0%)

Value$6.9K (-$906)

Filed 2026-10-23

Parkside Financial Bank & Trust

UNCHANGED

Shares499 from 499

Change0 (0%)

Value$6.5K (-$814)

Filed 2026-10-27

Farther Finance Advisors, LLC

UNCHANGED

Shares378 from 378

Change0 (0%)

Value$4.9K (-$616)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares360 from 475

Change-115 (-24%)

Value$4.7K (-$2.3K)

Filed 2026-11-05

Mascoma Wealth Management LLC

NEW

Shares340

Change+340

Value$4.4K

Filed 2026-10-23

PNC Financial Services Group, Inc.

INCREASED

Shares333 from 321

Change+12 (+4%)

Value$4.4K (-$378)

Filed 2026-11-06

Highline Wealth Partners LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$3.9K (-$489)

Filed 2026-10-19

Spire Wealth Management

UNCHANGED

Shares166 from 166

Change0 (0%)

Value$2.2K (-$271)

Filed 2026-10-30

Coston, McIsaac & Partners

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$2.0K (+$2.0K)

Filed 2026-11-06

Clearstead Advisors, LLC

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$1.4K (-$169)

Filed 2026-11-06

Wolff Wiese Magana LLC

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$1.1K (-$135)

Filed 2026-10-15

Allworth Financial LP

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$633 ($0)

Filed 2026-11-06

US Bancorp \de\

CLOSED

Shares0 from 43,608

Change-43,608 (-100%)

Value$0 (-$641.5K)

Filed 2026-11-05

Shrier Wealth Management, LLC

CLOSED

Shares0 from 38,794

Change-38,794 (-100%)

Value$0 (-$570.7K)

Filed 2026-10-20

StoneX Group Inc.

CLOSED

Shares0 from 16,932

Change-16,932 (-100%)

Value$0 (-$252.1K)

Filed 2026-11-03

Oppenheimer & Co Inc

CLOSED

Shares0 from 15,788

Change-15,788 (-100%)

Value$0 (-$232.2K)

Filed 2026-10-26

Closed-End Fund Advisors, Inc.

CLOSED

Shares0 from 12,002

Change-12,002 (-100%)

Value$0 (-$176.5K)

Filed 2026-11-04

Dynamic Advisor Solutions LLC

CLOSED

Shares0 from 10,195

Change-10,195 (-100%)

Value$0 (-$150.0K)

Filed 2026-10-13

Assetmark, Inc

CLOSED

Shares0 from 42

Change-42 (-100%)

Value$0 (-$618)

Filed 2026-10-21

Country Trust Bank

CLOSED

Shares0 from 33

Change-33 (-100%)

Value$0 (-$485)

Filed 2026-10-30

First Horizon Corp

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$177)

Filed 2026-10-26

Morgan Stanley

N/A

Shares— from 1,199,786

Change-1,199,786 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 1,170,023

Change-1,170,023 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 773,713

Change-773,713 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 636,569

Change-636,569 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 513,166

Change-513,166 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 422,875

Change-422,875 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 312,458

Change-312,458 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 247,133

Change-247,133 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 215,865

Change-215,865 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 146,038

Change-146,038 (-100%)

Value—

Easterly Investment Partners LLC

N/A

Shares— from 133,839

Change-133,839 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 104,950

Change-104,950 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 99,573

Change-99,573 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 90,854

Change-90,854 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 86,439

Change-86,439 (-100%)

Value—

Schwarz Dygos Wheeler Investment Advisors LLC

N/A

Shares— from 81,838

Change-81,838 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 60,833

Change-60,833 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 60,681

Change-60,681 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 38,663

Change-38,663 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 37,274

Change-37,274 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 37,013

Change-37,013 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 36,326

Change-36,326 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 32,167

Change-32,167 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 30,509

Change-30,509 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 25,795

Change-25,795 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 22,939

Change-22,939 (-100%)

Value—

UBS Group AG

N/A

Shares— from 20,397

Change-20,397 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 19,548

Change-19,548 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 19,045

Change-19,045 (-100%)

Value—

Nwam LLC

N/A

Shares— from 18,270

Change-18,270 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 16,314

Change-16,314 (-100%)

Value—

Leigh Baldwin & Co., LLC

N/A

Shares— from 15,170

Change-15,170 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,384

Change-11,384 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 11,262

Change-11,262 (-100%)

Value—

CSS LLC

N/A

Shares— from 10,614

Change-10,614 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 8,124

Change-8,124 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 8,124

Change-8,124 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,243

Change-5,243 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,043

Change-2,043 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 1,650

Change-1,650 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,370

Change-1,370 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,174

Change-1,174 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 941

Change-941 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 836

Change-836 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 666

Change-666 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 625

Change-625 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 500

Change-500 (-100%)

Value—

Investment Counsel Co of Nevada

N/A

Shares— from 416

Change-416 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 388

Change-388 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 380

Change-380 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 176

Change-176 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 176

Change-176 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 102

Change-102 (-100%)

Value—

	Status
Evergreen Capital Management LLC	INCREASED	982,927	946,524	+36,403	+4%	$13.9M	$12.9M	-$1.1M	2026-10-23
Rareview Capital LLC	INCREASED	288,082	263,270	+24,812	+9%	$4.2M	$3.8M	-$423.1K	2026-11-05
Shaker Financial Services, LLC	NEW	155,079	—	+155,079	—	—	$2.0M	—	2026-10-14
LPL Financial LLC	DECREASED	137,244	146,360	-9,116	-6%	$2.2M	$1.8M	-$357.8K	2026-11-06
Thrivent Financial for Lutherans	DECREASED	109,955	115,699	-5,744	-5%	$1.7M	$1.4M	-$264.0K	2026-11-05
NWF Advisory Services Inc.	DECREASED	86,818	88,984	-2,166	-2%	$1.3M	$1.1M	-$173.4K	2026-10-19
Lido Advisors, LLC	UNCHANGED	52,822	52,822	0	0%	$777.0K	$690.9K	-$86.1K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	43,054	44,396	-1,342	-3%	$653.1K	$563.1K	-$89.9K	2026-11-02
J.W. Cole Advisors, Inc.	INCREASED	30,754	29,781	+973	+3%	$438.1K	$402.3K	-$35.8K	2026-11-05
Gridiron Partners, LLC	UNCHANGED	29,986	29,986	0	0%	$441.1K	$392.2K	-$48.9K	2026-10-08
Advisory Solutions Group, LLC	DECREASED	25,786	37,411	-11,625	-31%	$550.3K	$337.3K	-$213.0K	2026-10-14
Apollon Wealth Management, LLC	INCREASED	25,027	24,872	+155	+1%	$365.9K	$327.3K	-$38.5K	2026-10-23
Triumph Capital Management	INCREASED	24,615	24,602	+13	+0%	$361.9K	$323.0K	-$38.9K	2026-10-14
Fisher Asset Management, LLC	DECREASED	20,897	21,487	-590	-3%	$316.1K	$273.3K	-$42.7K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	18,933	18,406	+527	+3%	$270.7K	$247.6K	-$23.1K	2026-11-02
Mezzasalma Advisors, LLC	INCREASED	18,680	18,191	+489	+3%	$267.6K	$244.3K	-$23.2K	2026-10-14
Creative Planning	DECREASED	17,107	19,865	-2,758	-14%	$292.2K	$223.8K	-$68.4K	2026-11-02
Moors & Cabot, Inc.	INCREASED	15,377	13,870	+1,507	+11%	$204.0K	$201.1K	-$2.9K	2026-11-06
Clear Creek Financial Management, LLC	UNCHANGED	14,595	14,595	0	0%	$214.7K	$190.9K	-$23.8K	2026-10-28
Martin Capital Partners, LLC	UNCHANGED	13,075	13,075	0	0%	$192.3K	$171.0K	-$21.3K	2026-10-07
Cambridge Investment Research Advisors, Inc.	DECREASED	12,561	14,023	-1,462	-10%	$206.0K	$164.0K	-$42.0K	2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	NEW	11,566	—	+11,566	—	—	$151.3K	—	2026-10-27
Pekin Hardy Strauss, Inc.	DECREASED	10,846	11,079	-233	-2%	$163.0K	$141.9K	-$21.1K	2026-11-02
Onyx Bridge Wealth Group LLC	INCREASED	10,066	10,047	+19	+0%	$147.8K	$131.7K	-$16.1K	2026-10-16
Cullen T Bankers, Inc.	DECREASED	8,033	12,866	-4,833	-38%	$189.3K	$105.1K	-$84.2K	2026-10-28
CoreCap Advisors, LLC	UNCHANGED	5,201	5,201	0	0%	$76.5K	$68.0K	-$8.5K	2026-10-08
Rydar Equities, Inc.	NEW	3,609	—	+3,609	—	—	$46.2K	—	2026-10-13
Golden State Wealth Management, LLC	UNCHANGED	2,500	2,500	0	0%	$36.8K	$32.7K	-$4.1K	2026-11-02
TD Waterhouse Canada Inc.	DECREASED	2,428	2,928	-500	-17%	$42.5K	$31.2K	-$11.4K	2026-10-16
Winch Advisory Services, LLC	DECREASED	1,809	2,328	-519	-22%	$34.3K	$23.7K	-$10.6K	2026-11-06
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,343	1,287	+56	+4%	$18.9K	$17.6K	-$1.4K	2026-10-27
Chung Wu Investment Group, LLC	UNCHANGED	1,000	1,000	0	0%	$14.7K	$13.1K	-$1.6K	2026-11-03
WPG Advisers, LLC	INCREASED	836	801	+35	+4%	$11.8K	$10.9K	-$848	2026-10-27
Trust Co of Toledo NA	UNCHANGED	666	666	0	0%	$9.8K	$8.7K	-$1.1K	2026-10-16
Holos Integrated Wealth LLC	UNCHANGED	533	533	0	0%	$7.8K	$6.9K	-$906	2026-10-23
Parkside Financial Bank & Trust	UNCHANGED	499	499	0	0%	$7.3K	$6.5K	-$814	2026-10-27
Farther Finance Advisors, LLC	UNCHANGED	378	378	0	0%	$5.6K	$4.9K	-$616	2026-10-08
Fifth Third Bancorp	DECREASED	360	475	-115	-24%	$7.0K	$4.7K	-$2.3K	2026-11-05
Mascoma Wealth Management LLC	NEW	340	—	+340	—	—	$4.4K	—	2026-10-23
PNC Financial Services Group, Inc.	INCREASED	333	321	+12	+4%	$4.7K	$4.4K	-$378	2026-11-06
Highline Wealth Partners LLC	UNCHANGED	300	300	0	0%	$4.4K	$3.9K	-$489	2026-10-19
Spire Wealth Management	UNCHANGED	166	166	0	0%	$2.4K	$2.2K	-$271	2026-10-30
Coston, McIsaac & Partners	UNCHANGED	155	155	0	0%	$2	$2.0K	+$2.0K	2026-11-06
Clearstead Advisors, LLC	UNCHANGED	104	104	0	0%	$1.5K	$1.4K	-$169	2026-11-06
Wolff Wiese Magana LLC	UNCHANGED	83	83	0	0%	$1.2K	$1.1K	-$135	2026-10-15
Allworth Financial LP	UNCHANGED	43	43	0	0%	$633	$633	$0	2026-11-06
US Bancorp \de\	CLOSED	0	43,608	-43,608	-100%	$641.5K	$0	-$641.5K	2026-11-05
Shrier Wealth Management, LLC	CLOSED	0	38,794	-38,794	-100%	$570.7K	$0	-$570.7K	2026-10-20
StoneX Group Inc.	CLOSED	0	16,932	-16,932	-100%	$252.1K	$0	-$252.1K	2026-11-03
Oppenheimer & Co Inc	CLOSED	0	15,788	-15,788	-100%	$232.2K	$0	-$232.2K	2026-10-26
Closed-End Fund Advisors, Inc.	CLOSED	0	12,002	-12,002	-100%	$176.5K	$0	-$176.5K	2026-11-04
Dynamic Advisor Solutions LLC	CLOSED	0	10,195	-10,195	-100%	$150.0K	$0	-$150.0K	2026-10-13
Assetmark, Inc	CLOSED	0	42	-42	-100%	$618	$0	-$618	2026-10-21
Country Trust Bank	CLOSED	0	33	-33	-100%	$485	$0	-$485	2026-10-30
First Horizon Corp	CLOSED	0	12	-12	-100%	$177	$0	-$177	2026-10-26
Morgan Stanley	N/A	—	1,199,786	-1,199,786	-100%	$17.6M	—	—	—
Penserra Capital Management LLC	N/A	—	1,170,023	-1,170,023	-100%	$17.2M	—	—	—
Royal Bank of Canada	N/A	—	773,713	-773,713	-100%	$11.4M	—	—	—
Wells Fargo & Company	N/A	—	636,569	-636,569	-100%	$9.4M	—	—	—
EP Wealth Advisors, LLC	N/A	—	513,166	-513,166	-100%	$7.5M	—	—	—
Invesco Ltd.	N/A	—	422,875	-422,875	-100%	$6.2M	—	—	—
Guggenheim Capital LLC	N/A	—	312,458	-312,458	-100%	$4.6M	—	—	—
Cetera Investment Advisers	N/A	—	247,133	-247,133	-100%	$3.6M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	215,865	-215,865	-100%	$3.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	146,038	-146,038	-100%	$2.1M	—	—	—
Easterly Investment Partners LLC	N/A	—	133,839	-133,839	-100%	$2.0M	—	—	—
Stifel Financial Corp	N/A	—	104,950	-104,950	-100%	$1.5M	—	—	—
Raymond James Financial Inc	N/A	—	99,573	-99,573	-100%	$1.5M	—	—	—
Quantinno Capital Management LP	N/A	—	90,854	-90,854	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	86,439	-86,439	-100%	$1.3M	—	—	—
Schwarz Dygos Wheeler Investment Advisors LLC	N/A	—	81,838	-81,838	-100%	$1.2M	—	—	—
Bank of America Corp	N/A	—	60,833	-60,833	-100%	$894.8K	—	—	—
Baird Financial Group, Inc.	N/A	—	60,681	-60,681	-100%	$892.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	38,663	-38,663	-100%	$568.7K	—	—	—
Ethos Financial Group, LLC	N/A	—	37,274	-37,274	-100%	$548.3K	—	—	—
PFG Investments, LLC	N/A	—	37,013	-37,013	-100%	$544.5K	—	—	—
Benjamin Edwards Inc	N/A	—	36,326	-36,326	-100%	$534.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	32,167	-32,167	-100%	$473.2K	—	—	—
Oxbow Advisors, LLC	N/A	—	30,509	-30,509	-100%	$448.8K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	25,795	-25,795	-100%	$379.4K	—	—	—
Virtu Financial LLC	N/A	—	22,939	-22,939	-100%	$337.0K	—	—	—
UBS Group AG	N/A	—	20,397	-20,397	-100%	$300.0K	—	—	—
Ameriprise Financial Inc	N/A	—	19,548	-19,548	-100%	$287.6K	—	—	—
Maridea Wealth Management LLC	N/A	—	19,045	-19,045	-100%	$280.1K	—	—	—
Nwam LLC	N/A	—	18,270	-18,270	-100%	$268.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	16,314	-16,314	-100%	$240.0K	—	—	—
Leigh Baldwin & Co., LLC	N/A	—	15,170	-15,170	-100%	$223.2K	—	—	—
XTX Topco Ltd	N/A	—	11,384	-11,384	-100%	$167.5K	—	—	—
IFG Advisory, LLC	N/A	—	11,262	-11,262	-100%	$165.7K	—	—	—
CSS LLC	N/A	—	10,614	-10,614	-100%	$156.1K	—	—	—
BFC Planning, Inc.	N/A	—	8,124	-8,124	-100%	$119.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	8,124	-8,124	-100%	$119.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,243	-5,243	-100%	$77.1K	—	—	—
JPMorgan Chase & Co	N/A	—	2,043	-2,043	-100%	$29.9K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	1,650	-1,650	-100%	$24.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,370	-1,370	-100%	$20.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,174	-1,174	-100%	$17.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	941	-941	-100%	$13.8K	—	—	—
Harbour Investments, Inc.	N/A	—	836	-836	-100%	$12.3K	—	—	—
Truvestments Capital LLC	N/A	—	666	-666	-100%	$9.8K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	625	-625	-100%	$9.2K	—	—	—
Arax Advisory Partners	N/A	—	500	-500	-100%	$7.4K	—	—	—
Investment Counsel Co of Nevada	N/A	—	416	-416	-100%	$6.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	388	-388	-100%	$5.7K	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	380	-380	-100%	$5.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	176	-176	-100%	$2.6K	—	—	—
LRI Investments, LLC	N/A	—	176	-176	-100%	$2.6K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	102	-102	-100%	$1.5K	—	—	—

Showing 108 of 108 institutions