Strive US Energy ETF (DRLL)

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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LPL Financial LLC

INCREASED

Shares87,837 from 83,857

Change+3,980 (+5%)

Value$3.5M (+$708.0K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares65,511 from 40,265

Change+25,246 (+63%)

Value$2.6M (+$1.3M)

Filed 2026-11-02

Argos Wealth Advisors, LLC

UNCHANGED

Shares48,258 from 48,258

Change0 (0%)

Value$1.9M (+$315.7K)

Filed 2026-11-02

US Bancorp \de\

UNCHANGED

Shares39,040 from 39,040

Change0 (0%)

Value$1.6M (+$255.4K)

Filed 2026-11-05

StoneX Group Inc.

DECREASED

Shares31,286 from 34,609

Change-3,323 (-10%)

Value$1.3M (+$87.7K)

Filed 2026-11-03

Financial Management Network Inc

DECREASED

Shares28,227 from 30,844

Change-2,617 (-8%)

Value$1.2M (+$14.6K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares23,450 from 24,736

Change-1,286 (-5%)

Value$938.9K (+$110.3K)

Filed 2026-11-02

Visionary Wealth Advisors

DECREASED

Shares17,812 from 25,359

Change-7,547 (-30%)

Value$713.2K (-$136.3K)

Filed 2026-11-04

Kestra Advisory Services, LLC

INCREASED

Shares16,248 from 14,036

Change+2,212 (+16%)

Value$650.6K (+$180.4K)

Filed 2026-11-02

Vigilare Wealth Management

UNCHANGED

Shares13,470 from 13,470

Change0 (0%)

Value$539.3K (+$88.1K)

Filed 2026-10-29

Uptick Partners, LLC

DECREASED

Shares12,873 from 14,002

Change-1,129 (-8%)

Value$515.5K (+$46.4K)

Filed 2026-11-04

Whitener Capital Management, Inc.

INCREASED

Shares11,790 from 11,135

Change+655 (+6%)

Value$472.1K (+$99.1K)

Filed 2026-10-15

Heritage Wealth Management, Inc.

DECREASED

Shares11,476 from 11,504

Change-28 (0%)

Value$459.5K (+$74.1K)

Filed 2026-10-28

King Luther Capital Management Corp

UNCHANGED

Shares9,500 from 9,500

Change0 (0%)

Value$380.4K (+$62.2K)

Filed 2026-11-05

Sage Capital Management, LLC

INCREASED

Shares8,849 from 8,763

Change+86 (+1%)

Value$354.4K (+$60.8K)

Filed 2026-10-20

Pacific Asset Management, LLC

UNCHANGED

Shares8,247 from 8,247

Change0 (0%)

Value$330.2K (+$54.0K)

Filed 2026-10-15

Concurrent Investment Advisors, LLC

INCREASED

Shares8,046 from 7,179

Change+867 (+12%)

Value$322.2K (+$81.7K)

Filed 2026-10-16

Gables Capital Management Inc.

INCREASED

Shares7,830 from 7,580

Change+250 (+3%)

Value$313.5K (+$59.6K)

Filed 2026-11-04

Trilogy Capital Inc.

INCREASED

Shares6,637 from 6,625

Change+12 (+0%)

Value$265.7K (+$43.8K)

Filed 2026-10-20

Weaver Consulting Group

UNCHANGED

Shares6,138 from 6,138

Change0 (0%)

Value$245.8K (+$40.2K)

Filed 2026-10-07

Burns J W & Co Inc

NEW

Shares5,400

Change+5,400

Value$216.2K

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

NEW

Shares4,783

Change+4,783

Value$204.3K

Filed 2026-10-13

IFP Advisors, Inc

UNCHANGED

Shares2,039 from 2,039

Change0 (0%)

Value$81.6K (+$13.3K)

Filed 2026-10-16

Indiana Trust & Investment Management Co

UNCHANGED

Shares1,140 from 1,140

Change0 (0%)

Value$45.6K (+$7.5K)

Filed 2026-10-22

Creative Financial Designs Inc

INCREASED

Shares1,121 from 886

Change+235 (+27%)

Value$44.9K (+$15.2K)

Filed 2026-11-04

Woodard & Co Asset Management Group Inc

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$40.0K (+$6.5K)

Filed 2026-11-03

Balance Wealth Partners LLC

NEW

Shares966

Change+966

Value$38.7K

Filed 2026-10-27

IFS Advisors, LLC

NEW

Shares831

Change+831

Value$33.3K

Filed 2026-10-14

Spire Wealth Management

UNCHANGED

Shares825 from 825

Change0 (0%)

Value$33.0K (+$5.4K)

Filed 2026-10-30

Fifth Third Bancorp

UNCHANGED

Shares816 from 816

Change0 (0%)

Value$32.7K (+$5.3K)

Filed 2026-11-05

Parallel Advisors, LLC

UNCHANGED

Shares725 from 725

Change0 (0%)

Value$29.0K (+$4.7K)

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares677 from 677

Change0 (0%)

Value$27.1K (+$4.4K)

Filed 2026-10-08

Duncker Streett & Co Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$20.0K (+$3.3K)

Filed 2026-10-27

Financial Consulate, Inc

UNCHANGED

Shares471 from 471

Change0 (0%)

Value$18.9K (+$3.1K)

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares438 from 438

Change0 (0%)

Value$14.7K ($0)

Filed 2026-11-06

Pathway Financial Advisers, LLC

NEW

Shares414

Change+414

Value$16.6K

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares410 from 409

Change+1 (+0%)

Value$16.4K (+$2.7K)

Filed 2026-10-08

Godsey & Gibb, Inc

UNCHANGED

Shares410 from 410

Change0 (0%)

Value$16.4K (+$2.7K)

Filed 2026-10-14

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$16.0K (+$16.0K)

Filed 2026-11-04

Blue Trust, Inc.

UNCHANGED

Shares364 from 364

Change0 (0%)

Value$14.6K (+$2.4K)

Filed 2026-10-15

Mather Group, Llc.

UNCHANGED

Shares363 from 363

Change0 (0%)

Value$14.5K (+$2.4K)

Filed 2026-10-14

Trust Co

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$14.2K (+$2.3K)

Filed 2026-10-09

Lanark Financial, Inc.

UNCHANGED

Shares338 from 338

Change0 (0%)

Value$13.5K (+$2.2K)

Filed 2026-10-26

SRH Advisors, LLC

UNCHANGED

Shares334 from 334

Change0 (0%)

Value$13.4K (+$2.2K)

Filed 2026-10-22

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares183 from 183

Change0 (0%)

Value$7.3K (+$1.2K)

Filed 2026-11-03

Burk Holdings LLC

UNCHANGED

Shares179 from 179

Change0 (0%)

Value$7.2K (+$1.2K)

Filed 2026-11-05

Jnba Financial Advisors

UNCHANGED

Shares172 from 172

Change0 (0%)

Value$6.9K (+$1.1K)

Filed 2026-11-03

Buck Wealth Strategies, LLC

INCREASED

Shares163 from 161

Change+2 (+1%)

Value$6.5K (+$1.1K)

Filed 2026-10-28

CX Institutional

UNCHANGED

Shares154 from 154

Change0 (0%)

Value$6 (+$1)

Filed 2026-10-02

Next Level Wealth Planning, LLC

NEW

Shares110

Change+110

Value$4.4K

Filed 2026-10-29

Montgomery Financial Services LLC

INCREASED

Shares103 from 102

Change+1 (+1%)

Value$4.1K (+$715)

Filed 2026-11-03

First Command Advisory Services, Inc.

UNCHANGED

Shares103 from 103

Change0 (0%)

Value$4.1K (+$674)

Filed 2026-11-05

Brown, Lisle Ings, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$4.0K (+$654)

Filed 2026-10-16

Farmers & Merchants Trust Co of Chambersburg PA

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$4.0K (+$4.0K)

Filed 2026-10-14

RMG Wealth Management LLC

NEW

Shares98

Change+98

Value$4.4K

Filed 2026-10-26

Tradewinds Capital Management, LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$2.2K (+$388)

Filed 2026-10-23

Assetmark, Inc

NEW

Shares26

Change+26

Value$1.0K

Filed 2026-10-21

Horizons Wealth Management

NEW

Shares19

Change+19

Value$761

Filed 2026-10-05

Mowery & Schoenfeld Wealth Management, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$361 (+$59)

Filed 2026-10-28

Signaturefd, LLC

CLOSED

Shares0 from 974

Change-974 (-100%)

Value$0 (-$32.6K)

Filed 2026-10-23

Strategic Wealth Advisors LLC

CLOSED

Shares0 from 368

Change-368 (-100%)

Value$0 (-$10)

Filed 2026-11-06

Salem Investment Counselors Inc

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$6.7K)

Filed 2026-10-13

AdvisorNet Financial, Inc

CLOSED

Shares0 from 157

Change-157 (-100%)

Value$0 (-$5.3K)

Filed 2026-10-15

Simplex Trading, LLC

CLOSED

Shares0 from 77

Change-77 (-100%)

Value$0 (-$2.6K)

Filed 2026-11-04

Stifel Financial Corp

N/A

Shares— from 95,015

Change-95,015 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 60,350

Change-60,350 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 41,674

Change-41,674 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 31,897

Change-31,897 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 26,991

Change-26,991 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 25,818

Change-25,818 (-100%)

Value—

UBS Group AG

N/A

Shares— from 25,614

Change-25,614 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 23,295

Change-23,295 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 20,790

Change-20,790 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 20,485

Change-20,485 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 18,173

Change-18,173 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 14,846

Change-14,846 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 14,283

Change-14,283 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 14,064

Change-14,064 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,437

Change-12,437 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 10,583

Change-10,583 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 10,100

Change-10,100 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9,578

Change-9,578 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 9,270

Change-9,270 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 8,039

Change-8,039 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,791

Change-6,791 (-100%)

Value—

Commerce Bank

N/A

Shares— from 6,679

Change-6,679 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,474

Change-3,474 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,441

Change-3,441 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,807

Change-2,807 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,714

Change-2,714 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,359

Change-2,359 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,050

Change-2,050 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,722

Change-1,722 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 850

Change-850 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 546

Change-546 (-100%)

Value—

FMR LLC

N/A

Shares— from 423

Change-423 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 411

Change-411 (-100%)

Value—

Richard W. Paul & Associates, LLC

N/A

Shares— from 378

Change-378 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 260

Change-260 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 251

Change-251 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 208

Change-208 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 163

Change-163 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Blair William & Co

N/A

Shares— from 80

Change-80 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 33

Change-33 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	87,837	83,857	+3,980	+5%	$2.8M	$3.5M	+$708.0K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	65,511	40,265	+25,246	+63%	$1.3M	$2.6M	+$1.3M	2026-11-02
Argos Wealth Advisors, LLC	UNCHANGED	48,258	48,258	0	0%	$1.6M	$1.9M	+$315.7K	2026-11-02
US Bancorp \de\	UNCHANGED	39,040	39,040	0	0%	$1.3M	$1.6M	+$255.4K	2026-11-05
StoneX Group Inc.	DECREASED	31,286	34,609	-3,323	-10%	$1.2M	$1.3M	+$87.7K	2026-11-03
Financial Management Network Inc	DECREASED	28,227	30,844	-2,617	-8%	$1.1M	$1.2M	+$14.6K	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	23,450	24,736	-1,286	-5%	$828.6K	$938.9K	+$110.3K	2026-11-02
Visionary Wealth Advisors	DECREASED	17,812	25,359	-7,547	-30%	$849.5K	$713.2K	-$136.3K	2026-11-04
Kestra Advisory Services, LLC	INCREASED	16,248	14,036	+2,212	+16%	$470.2K	$650.6K	+$180.4K	2026-11-02
Vigilare Wealth Management	UNCHANGED	13,470	13,470	0	0%	$451.2K	$539.3K	+$88.1K	2026-10-29
Uptick Partners, LLC	DECREASED	12,873	14,002	-1,129	-8%	$469.0K	$515.5K	+$46.4K	2026-11-04
Whitener Capital Management, Inc.	INCREASED	11,790	11,135	+655	+6%	$373.0K	$472.1K	+$99.1K	2026-10-15
Heritage Wealth Management, Inc.	DECREASED	11,476	11,504	-28	0%	$385.4K	$459.5K	+$74.1K	2026-10-28
King Luther Capital Management Corp	UNCHANGED	9,500	9,500	0	0%	$318.2K	$380.4K	+$62.2K	2026-11-05
Sage Capital Management, LLC	INCREASED	8,849	8,763	+86	+1%	$293.6K	$354.4K	+$60.8K	2026-10-20
Pacific Asset Management, LLC	UNCHANGED	8,247	8,247	0	0%	$276.3K	$330.2K	+$54.0K	2026-10-15
Concurrent Investment Advisors, LLC	INCREASED	8,046	7,179	+867	+12%	$240.5K	$322.2K	+$81.7K	2026-10-16
Gables Capital Management Inc.	INCREASED	7,830	7,580	+250	+3%	$253.9K	$313.5K	+$59.6K	2026-11-04
Trilogy Capital Inc.	INCREASED	6,637	6,625	+12	+0%	$221.9K	$265.7K	+$43.8K	2026-10-20
Weaver Consulting Group	UNCHANGED	6,138	6,138	0	0%	$205.6K	$245.8K	+$40.2K	2026-10-07
Burns J W & Co Inc	NEW	5,400	—	+5,400	—	—	$216.2K	—	2026-10-20
Wealth Enhancement Advisory Services, LLC	NEW	4,783	—	+4,783	—	—	$204.3K	—	2026-10-13
IFP Advisors, Inc	UNCHANGED	2,039	2,039	0	0%	$68.3K	$81.6K	+$13.3K	2026-10-16
Indiana Trust & Investment Management Co	UNCHANGED	1,140	1,140	0	0%	$38.2K	$45.6K	+$7.5K	2026-10-22
Creative Financial Designs Inc	INCREASED	1,121	886	+235	+27%	$29.7K	$44.9K	+$15.2K	2026-11-04
Woodard & Co Asset Management Group Inc	UNCHANGED	1,000	1,000	0	0%	$33.5K	$40.0K	+$6.5K	2026-11-03
Balance Wealth Partners LLC	NEW	966	—	+966	—	—	$38.7K	—	2026-10-27
IFS Advisors, LLC	NEW	831	—	+831	—	—	$33.3K	—	2026-10-14
Spire Wealth Management	UNCHANGED	825	825	0	0%	$27.6K	$33.0K	+$5.4K	2026-10-30
Fifth Third Bancorp	UNCHANGED	816	816	0	0%	$27.3K	$32.7K	+$5.3K	2026-11-05
Parallel Advisors, LLC	UNCHANGED	725	725	0	0%	$24.3K	$29.0K	+$4.7K	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	677	677	0	0%	$22.7K	$27.1K	+$4.4K	2026-10-08
Duncker Streett & Co Inc	UNCHANGED	500	500	0	0%	$16.7K	$20.0K	+$3.3K	2026-10-27
Financial Consulate, Inc	UNCHANGED	471	471	0	0%	$15.8K	$18.9K	+$3.1K	2026-10-23
Allworth Financial LP	UNCHANGED	438	438	0	0%	$14.7K	$14.7K	$0	2026-11-06
Pathway Financial Advisers, LLC	NEW	414	—	+414	—	—	$16.6K	—	2026-10-27
Farther Finance Advisors, LLC	INCREASED	410	409	+1	+0%	$13.7K	$16.4K	+$2.7K	2026-10-08
Godsey & Gibb, Inc	UNCHANGED	410	410	0	0%	$13.7K	$16.4K	+$2.7K	2026-10-14
Hazlett, Burt & Watson, Inc.	UNCHANGED	400	400	0	0%	$13	$16.0K	+$16.0K	2026-11-04
Blue Trust, Inc.	UNCHANGED	364	364	0	0%	$12.2K	$14.6K	+$2.4K	2026-10-15
Mather Group, Llc.	UNCHANGED	363	363	0	0%	$12.2K	$14.5K	+$2.4K	2026-10-14
Trust Co	UNCHANGED	355	355	0	0%	$11.9K	$14.2K	+$2.3K	2026-10-09
Lanark Financial, Inc.	UNCHANGED	338	338	0	0%	$11.3K	$13.5K	+$2.2K	2026-10-26
SRH Advisors, LLC	UNCHANGED	334	334	0	0%	$11.2K	$13.4K	+$2.2K	2026-10-22
Ashton Thomas Private Wealth, LLC	UNCHANGED	183	183	0	0%	$6.1K	$7.3K	+$1.2K	2026-11-03
Burk Holdings LLC	UNCHANGED	179	179	0	0%	$6.0K	$7.2K	+$1.2K	2026-11-05
Jnba Financial Advisors	UNCHANGED	172	172	0	0%	$5.8K	$6.9K	+$1.1K	2026-11-03
Buck Wealth Strategies, LLC	INCREASED	163	161	+2	+1%	$5.4K	$6.5K	+$1.1K	2026-10-28
CX Institutional	UNCHANGED	154	154	0	0%	$5	$6	+$1	2026-10-02
Next Level Wealth Planning, LLC	NEW	110	—	+110	—	—	$4.4K	—	2026-10-29
Montgomery Financial Services LLC	INCREASED	103	102	+1	+1%	$3.4K	$4.1K	+$715	2026-11-03
First Command Advisory Services, Inc.	UNCHANGED	103	103	0	0%	$3.5K	$4.1K	+$674	2026-11-05
Brown, Lisle Ings, Inc.	UNCHANGED	100	100	0	0%	$3.4K	$4.0K	+$654	2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA	UNCHANGED	100	100	0	0%	$3	$4.0K	+$4.0K	2026-10-14
RMG Wealth Management LLC	NEW	98	—	+98	—	—	$4.4K	—	2026-10-26
Tradewinds Capital Management, LLC	UNCHANGED	56	56	0	0%	$1.9K	$2.2K	+$388	2026-10-23
Assetmark, Inc	NEW	26	—	+26	—	—	$1.0K	—	2026-10-21
Horizons Wealth Management	NEW	19	—	+19	—	—	$761	—	2026-10-05
Mowery & Schoenfeld Wealth Management, LLC	UNCHANGED	9	9	0	0%	$302	$361	+$59	2026-10-28
Signaturefd, LLC	CLOSED	0	974	-974	-100%	$32.6K	$0	-$32.6K	2026-10-23
Strategic Wealth Advisors LLC	CLOSED	0	368	-368	-100%	$10	$0	-$10	2026-11-06
Salem Investment Counselors Inc	CLOSED	0	200	-200	-100%	$6.7K	$0	-$6.7K	2026-10-13
AdvisorNet Financial, Inc	CLOSED	0	157	-157	-100%	$5.3K	$0	-$5.3K	2026-10-15
Simplex Trading, LLC	CLOSED	0	77	-77	-100%	$2.6K	$0	-$2.6K	2026-11-04
Stifel Financial Corp	N/A	—	95,015	-95,015	-100%	$3.2M	—	—	—
Raymond James Financial Inc	N/A	—	60,350	-60,350	-100%	$2.0M	—	—	—
Cetera Investment Advisers	N/A	—	41,674	-41,674	-100%	$1.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	31,897	-31,897	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	26,991	-26,991	-100%	$904.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	25,818	-25,818	-100%	$865.0K	—	—	—
UBS Group AG	N/A	—	25,614	-25,614	-100%	$858.0K	—	—	—
Bank of America Corp	N/A	—	23,295	-23,295	-100%	$780.3K	—	—	—
IFG Advisory, LLC	N/A	—	20,790	-20,790	-100%	$696.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	20,485	-20,485	-100%	$686.2K	—	—	—
Summit Financial, LLC	N/A	—	18,173	-18,173	-100%	$608.8K	—	—	—
GTS Securities LLC	N/A	—	14,846	-14,846	-100%	$497.3K	—	—	—
Mariner, LLC	N/A	—	14,283	-14,283	-100%	$478.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	14,064	-14,064	-100%	$471.2K	—	—	—
HighTower Advisors, LLC	N/A	—	12,437	-12,437	-100%	$416.6K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	10,583	-10,583	-100%	$354.5K	—	—	—
Two Sigma Investments, LP	N/A	—	10,100	-10,100	-100%	$338.3K	—	—	—
Harbour Investments, Inc.	N/A	—	9,578	-9,578	-100%	$320.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	9,270	-9,270	-100%	$310.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	8,039	-8,039	-100%	$269.0K	—	—	—
MML Investors Services, LLC	N/A	—	6,791	-6,791	-100%	$227.5K	—	—	—
Commerce Bank	N/A	—	6,679	-6,679	-100%	$223.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,474	-3,474	-100%	$116.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,441	-3,441	-100%	$115.3K	—	—	—
Morgan Stanley	N/A	—	2,807	-2,807	-100%	$94.0K	—	—	—
AE Wealth Management LLC	N/A	—	2,714	-2,714	-100%	$90.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,359	-2,359	-100%	$79.0K	—	—	—
Arax Advisory Partners	N/A	—	2,050	-2,050	-100%	$68.7K	—	—	—
BlackRock, Inc.	N/A	—	1,722	-1,722	-100%	$57.7K	—	—	—
Anchor Investment Management, LLC	N/A	—	850	-850	-100%	$28.5K	—	—	—
Hollencrest Capital Management	N/A	—	546	-546	-100%	$18.3K	—	—	—
FMR LLC	N/A	—	423	-423	-100%	$14.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	411	-411	-100%	$13.8K	—	—	—
Richard W. Paul & Associates, LLC	N/A	—	378	-378	-100%	$12.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	260	-260	-100%	$8.7K	—	—	—
Wells Fargo & Company	N/A	—	251	-251	-100%	$8.4K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	208	-208	-100%	$7.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	163	-163	-100%	$5.5K	—	—	—
BFC Planning, Inc.	N/A	—	100	-100	-100%	$3.4K	—	—	—
Nova Wealth Management, Inc.	N/A	—	100	-100	-100%	$3.4K	—	—	—
Capital Analysts, LLC	N/A	—	94	-94	-100%	$3	—	—	—
Blair William & Co	N/A	—	80	-80	-100%	$2.7K	—	—	—
Continuum Advisory, LLC	N/A	—	42	-42	-100%	$1.4K	—	—	—
Meramec Financial Planners, LLC	N/A	—	35	-35	-100%	$1.3K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	33	-33	-100%	$1.1K	—	—	—

Showing 109 of 109 institutions