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Angel OAK Ultrashort Income (UYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares6,915,865 from 9,761,860
Change-2,845,995 (-29%)
Value$344.1M (-$148.7M)
Filed 2026-10-13
Gradient Investments LLC
INCREASED
Shares1,036,433 from 1,016,347
Change+20,086 (+2%)
Value$52.6M (+$740.3K)
Filed 2026-10-08
Richard P Slaughter Associates Inc
DECREASED
Shares270,951 from 408,015
Change-137,064 (-34%)
Value$13.7M (-$7.1M)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
INCREASED
Shares253,126 from 207,597
Change+45,529 (+22%)
Value$12.8M (+$2.3M)
Filed 2026-10-13
Islay Capital Management, LLC
INCREASED
Shares250,538 from 218,490
Change+32,048 (+15%)
Value$12.7M (+$1.6M)
Filed 2026-10-20
Midland Wealth Advisors, LLC
INCREASED
Shares248,527 from 233,265
Change+15,262 (+7%)
Value$12.6M (+$710.3K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
INCREASED
Shares239,929 from 233,432
Change+6,497 (+3%)
Value$12.2M (+$273.9K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares227,921 from 188,678
Change+39,243 (+21%)
Value$11.6M (+$1.9M)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares210,027 from 186,586
Change+23,441 (+13%)
Value$10.7M (+$1.1M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares185,681 from 183,223
Change+2,458 (+1%)
Value$9.4M (+$74.5K)
Filed 2026-11-02
Weaver Consulting Group
DECREASED
Shares176,642 from 176,852
Change-210 (0%)
Value$9.0M (-$59.2K)
Filed 2026-10-07
Sage Mountain Advisors LLC
INCREASED
Shares174,466 from 155,404
Change+19,062 (+12%)
Value$8.9M (+$924.4K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares172,125 from 172,333
Change-208 (0%)
Value$8.7M (-$57.8K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED
Shares148,360 from 108,477
Change+39,883 (+37%)
Value$7.5M (+$2.0M)
Filed 2026-10-13
Bulwark Capital Corp
INCREASED
Shares129,188 from 127,917
Change+1,271 (+1%)
Value$6.6M (+$29.4K)
Filed 2026-10-13
J. Team Financial, Inc.
INCREASED
Shares122,102 from 102,729
Change+19,373 (+19%)
Value$6.2M (+$954.6K)
Filed 2026-11-03
Able Wealth Management LLC
DECREASED
Shares119,336 from 152,189
Change-32,853 (-22%)
Value$6.1M (-$1.7M)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares111,390 from 108,896
Change+2,494 (+2%)
Value$5.7M (+$96.7K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
DECREASED
Shares100,633 from 102,687
Change-2,054 (-2%)
Value$5.1M (-$132.4K)
Filed 2026-10-20
FIG Financial Advisory Services Inc
NEW
Shares93,444
Change+93,444
Value$4.7M
Filed 2026-10-07
Parsons Capital Management Inc
DECREASED
Shares86,667 from 89,596
Change-2,929 (-3%)
Value$4.4M (-$173.2K)
Filed 2026-10-28
Mechanics Bank Trust Department
INCREASED
Shares63,254 from 51,359
Change+11,895 (+23%)
Value$3.2M (+$589.4K)
Filed 2026-10-13
XY Planning Network, Inc.
DECREASED
Shares62,946 from 68,260
Change-5,314 (-8%)
Value$3.2M (-$288.3K)
Filed 2026-10-14
Lewis Asset Management, LLC
DECREASED
Shares59,867 from 61,885
Change-2,018 (-3%)
Value$3.1M (-$105.6K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares55,643 from 35,757
Change+19,886 (+56%)
Value$2.8M (+$999.0K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares53,449 from 117,766
Change-64,317 (-55%)
Value$2.7M (-$3.3M)
Filed 2026-10-16
Castleview Partners, LLC
DECREASED
Shares41,440 from 45,487
Change-4,047 (-9%)
Value$2.1M (-$217.8K)
Filed 2026-10-09
TradeWell Securities, Llc.
INCREASED
Shares40,713 from 35,708
Change+5,005 (+14%)
Value$2.1M (+$244.1K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares37,869 from 7,913
Change+29,956 (+379%)
Value$1.9M (+$1.5M)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares36,240 from 29,270
Change+6,970 (+24%)
Value$1.8M (+$345.0K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
NEW
Shares33,152
Change+33,152
Value$1.7M
Filed 2026-10-16
Balefire, LLC
INCREASED
Shares30,310 from 21,765
Change+8,545 (+39%)
Value$1.5M (+$427.5K)
Filed 2026-10-09
Diversified Portfolios, Inc.
INCREASED
Shares27,785 from 16,785
Change+11,000 (+66%)
Value$1.4M (+$553.4K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares27,188 from 17,964
Change+9,224 (+51%)
Value$1.4M (+$463.0K)
Filed 2026-10-08
Paladin Wealth, LLC
INCREASED
Shares22,383 from 19,453
Change+2,930 (+15%)
Value$1.1M (+$143.3K)
Filed 2026-10-23
M Wealth Management, LLC
DECREASED
Shares21,701 from 30,401
Change-8,700 (-29%)
Value$1.1M (-$449.7K)
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares12,310 from 12,299
Change+11 (+0%)
Value$624.5K (-$2.8K)
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares10,140
Change+10,140
Value$516.8K
Filed 2026-10-28
Northbridge Financial Group, LLC
DECREASED
Shares8,810 from 9,670
Change-860 (-9%)
Value$447.3K (-$45.9K)
Filed 2026-11-05
Riverwater Partners LLC
DECREASED
Shares8,599 from 8,699
Change-100 (-1%)
Value$436.2K (-$7.5K)
Filed 2026-11-03
Redwood Family Wealth LLC
DECREASED
Shares8,561 from 8,834
Change-273 (-3%)
Value$434.3K (-$16.3K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares8,525 from 9,161
Change-636 (-7%)
Value$432.5K (-$34.8K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares8,428
Change+8,428
Value$428.8K
Filed 2026-11-03
RMR Wealth Builders
DECREASED
Shares8,194 from 12,093
Change-3,899 (-32%)
Value$417.6K (-$201.7K)
Filed 2026-10-22
Bank of New York Mellon Corp
NEW
Shares5,384
Change+5,384
Value$273.1K
Filed 2026-11-05
Worth Asset Management, LLC
INCREASED
Shares5,149 from 4,843
Change+306 (+6%)
Value$261.2K (+$14.2K)
Filed 2026-10-07
Bauman Advisory Group, LLC
NEW
Shares4,287
Change+4,287
Value$217.5K
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares3,419 from 2,897
Change+522 (+18%)
Value$173.4K (+$25.7K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
NEW
Shares249
Change+249
Value$12.6K
Filed 2026-10-27
Family Capital Trust Co
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$7.2K (-$39)
Filed 2026-10-22
Assetmark, Inc
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$5.3K (-$29)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
NEW
Shares39
Change+39
Value$2.0K
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$507 (-$3)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 11,694
Change-11,694 (-100%)
Value$0 (-$596.5K)
Filed 2026-11-04
Simplicity Wealth,LLC
CLOSED
Shares0 from 4,964
Change-4,964 (-100%)
Value$0 (-$253.2K)
Filed 2026-10-23
Tectonic Advisors LLC
CLOSED
Shares0 from 4,105
Change-4,105 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-22
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 3,989
Change-3,989 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-14
CoreCap Advisors, LLC
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-08
Focus Partners Wealth
N/A
Shares— from 1,066,769
Change-1,066,769 (-100%)
Value—
UBS Group AG
N/A
Shares— from 902,418
Change-902,418 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 821,558
Change-821,558 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 488,724
Change-488,724 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 441,937
Change-441,937 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 412,734
Change-412,734 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 327,883
Change-327,883 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 306,236
Change-306,236 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 302,768
Change-302,768 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 302,409
Change-302,409 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 296,788
Change-296,788 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 268,980
Change-268,980 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 268,513
Change-268,513 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 119,480
Change-119,480 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 65,707
Change-65,707 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 45,370
Change-45,370 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 43,230
Change-43,230 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 39,634
Change-39,634 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 30,657
Change-30,657 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,320
Change-20,320 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 16,479
Change-16,479 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,912
Change-15,912 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,139
Change-14,139 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 13,858
Change-13,858 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,691
Change-13,691 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 12,938
Change-12,938 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 12,066
Change-12,066 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 11,388
Change-11,388 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,711
Change-10,711 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,426
Change-10,426 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,708
Change-9,708 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,892
Change-4,892 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
DECREASED6,915,8659,761,860-2,845,995-29%$492.8M$344.1M-$148.7M2026-10-13
Gradient Investments LLC
INCREASED1,036,4331,016,347+20,086+2%$51.8M$52.6M+$740.3K2026-10-08
Richard P Slaughter Associates Inc
DECREASED270,951408,015-137,064-34%$20.8M$13.7M-$7.1M2026-10-13
Steel Grove Capital Advisors, LLC
INCREASED253,126207,597+45,529+22%$10.6M$12.8M+$2.3M2026-10-13
Islay Capital Management, LLC
INCREASED250,538218,490+32,048+15%$11.1M$12.7M+$1.6M2026-10-20
Midland Wealth Advisors, LLC
INCREASED248,527233,265+15,262+7%$11.9M$12.6M+$710.3K2026-10-26
Crescent Grove Advisors, LLC
INCREASED239,929233,432+6,497+3%$12.0M$12.2M+$273.9K2026-10-21
Vise Technologies, Inc.
INCREASED227,921188,678+39,243+21%$9.6M$11.6M+$1.9M2026-10-29
Kestra Private Wealth Services, LLC
INCREASED210,027186,586+23,441+13%$9.5M$10.7M+$1.1M2026-10-30
Kestra Advisory Services, LLC
INCREASED185,681183,223+2,458+1%$9.3M$9.4M+$74.5K2026-11-02
Weaver Consulting Group
DECREASED176,642176,852-2100%$9.0M$9.0M-$59.2K2026-10-07
Sage Mountain Advisors LLC
INCREASED174,466155,404+19,062+12%$7.9M$8.9M+$924.4K2026-11-02
Independent Financial Group, LLC
DECREASED172,125172,333-2080%$8.8M$8.7M-$57.8K2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED148,360108,477+39,883+37%$5.5M$7.5M+$2.0M2026-10-13
Bulwark Capital Corp
INCREASED129,188127,917+1,271+1%$6.5M$6.6M+$29.4K2026-10-13
J. Team Financial, Inc.
INCREASED122,102102,729+19,373+19%$5.2M$6.2M+$954.6K2026-11-03
Able Wealth Management LLC
DECREASED119,336152,189-32,853-22%$7.8M$6.1M-$1.7M2026-10-13
Wealthcare Advisory Partners LLC
INCREASED111,390108,896+2,494+2%$5.6M$5.7M+$96.7K2026-10-21
Tcfg Investment Advisors, LLC
DECREASED100,633102,687-2,054-2%$5.2M$5.1M-$132.4K2026-10-20
FIG Financial Advisory Services Inc
NEW93,444—+93,444——$4.7M—2026-10-07
Parsons Capital Management Inc
DECREASED86,66789,596-2,929-3%$4.6M$4.4M-$173.2K2026-10-28
Mechanics Bank Trust Department
INCREASED63,25451,359+11,895+23%$2.6M$3.2M+$589.4K2026-10-13
XY Planning Network, Inc.
DECREASED62,94668,260-5,314-8%$3.5M$3.2M-$288.3K2026-10-14
Lewis Asset Management, LLC
DECREASED59,86761,885-2,018-3%$3.2M$3.1M-$105.6K2026-10-14
Commonwealth Equity Services, LLC
INCREASED55,64335,757+19,886+56%$1.8M$2.8M+$999.0K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED53,449117,766-64,317-55%$6.0M$2.7M-$3.3M2026-10-16
Castleview Partners, LLC
DECREASED41,44045,487-4,047-9%$2.3M$2.1M-$217.8K2026-10-09
TradeWell Securities, Llc.
INCREASED40,71335,708+5,005+14%$1.8M$2.1M+$244.1K2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED37,8697,913+29,956+379%$403.6K$1.9M+$1.5M2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED36,24029,270+6,970+24%$1.5M$1.8M+$345.0K2026-11-02
Onyx Bridge Wealth Group LLC
NEW33,152—+33,152——$1.7M—2026-10-16
Balefire, LLC
INCREASED30,31021,765+8,545+39%$1.1M$1.5M+$427.5K2026-10-09
Diversified Portfolios, Inc.
INCREASED27,78516,785+11,000+66%$856.1K$1.4M+$553.4K2026-11-04
Farther Finance Advisors, LLC
INCREASED27,18817,964+9,224+51%$916.3K$1.4M+$463.0K2026-10-08
Paladin Wealth, LLC
INCREASED22,38319,453+2,930+15%$992.2K$1.1M+$143.3K2026-10-23
M Wealth Management, LLC
DECREASED21,70130,401-8,700-29%$1.6M$1.1M-$449.7K2026-10-14
Perigon Wealth Management, LLC
INCREASED12,31012,299+11+0%$627.3K$624.5K-$2.8K2026-10-22
Partners Wealth Management, LLC
NEW10,140—+10,140——$516.8K—2026-10-28
Northbridge Financial Group, LLC
DECREASED8,8109,670-860-9%$493.2K$447.3K-$45.9K2026-11-05
Riverwater Partners LLC
DECREASED8,5998,699-100-1%$443.7K$436.2K-$7.5K2026-11-03
Redwood Family Wealth LLC
DECREASED8,5618,834-273-3%$450.6K$434.3K-$16.3K2026-10-20
RFG Advisory, LLC
DECREASED8,5259,161-636-7%$467.2K$432.5K-$34.8K2026-11-03
StoneX Group Inc.
NEW8,428—+8,428——$428.8K—2026-11-03
RMR Wealth Builders
DECREASED8,19412,093-3,899-32%$619.2K$417.6K-$201.7K2026-10-22
Bank of New York Mellon Corp
NEW5,384—+5,384——$273.1K—2026-11-05
Worth Asset Management, LLC
INCREASED5,1494,843+306+6%$247.0K$261.2K+$14.2K2026-10-07
Bauman Advisory Group, LLC
NEW4,287—+4,287——$217.5K—2026-10-29
Fifth Third Bancorp
INCREASED3,4192,897+522+18%$147.8K$173.4K+$25.7K2026-11-05
Cassaday & Co Wealth Management LLC
NEW249—+249——$12.6K—2026-10-27
Family Capital Trust Co
UNCHANGED14214200%$7.2K$7.2K-$392026-10-22
Assetmark, Inc
UNCHANGED10410400%$5.3K$5.3K-$292026-10-21
Vermillion Wealth Management, Inc.
NEW39—+39——$2.0K—2026-10-26
Golden State Wealth Management, LLC
UNCHANGED101000%$510$507-$32026-11-02
EverSource Wealth Advisors, LLC
CLOSED011,694-11,694-100%$596.5K$0-$596.5K2026-11-04
Simplicity Wealth,LLC
CLOSED04,964-4,964-100%$253.2K$0-$253.2K2026-10-23
Tectonic Advisors LLC
CLOSED04,105-4,105-100%$209.4K$0-$209.4K2026-10-22
Firethorn Wealth Partners, LLC
CLOSED03,989-3,989-100%$203.5K$0-$203.5K2026-10-14
CoreCap Advisors, LLC
CLOSED0365-365-100%$18.6K$0-$18.6K2026-10-08
Focus Partners Wealth
N/A—1,066,769-1,066,769-100%$54.4M———
UBS Group AG
N/A—902,418-902,418-100%$46.0M———
Osaic Holdings, Inc.
N/A—821,558-821,558-100%$41.9M———
Wells Fargo & Company
N/A—488,724-488,724-100%$24.9M———
Greenwich Wealth Management LLC
N/A—441,937-441,937-100%$22.5M———
Raymond James Financial Inc
N/A—412,734-412,734-100%$21.1M———
LPL Financial LLC
N/A—327,883-327,883-100%$16.7M———
Janney Montgomery Scott LLC
N/A—306,236-306,236-100%$15.6M———
First National Bank of Omaha
N/A—302,768-302,768-100%$15.5M———
Heritage Trust Co
N/A—302,409-302,409-100%$15.4M———
Stifel Financial Corp
N/A—296,788-296,788-100%$15.1M———
IFC Advisors LLC
N/A—268,980-268,980-100%$13.7M———
Mason & Associates Inc
N/A—268,513-268,513-100%$13.7M———
Precision Wealth Strategies, LLC
N/A—119,480-119,480-100%$6.1M———
Arkadios Wealth Advisors
N/A—65,707-65,707-100%$3.4M———
Transamerica Financial Advisors, LLC
N/A—45,370-45,370-100%$2.3M———
Brown Financial Advisors
N/A—43,230-43,230-100%$2.2M———
Benjamin Edwards Inc
N/A—39,634-39,634-100%$2.0M———
Camarda Financial Advisors, LLC
N/A—30,657-30,657-100%$1.6M———
MML Investors Services, LLC
N/A—20,320-20,320-100%$1.0M———
Mattson Financial Services, LLC
N/A—16,479-16,479-100%$842.2K———
Envestnet Asset Management Inc
N/A—15,912-15,912-100%$811.6K———
HighTower Advisors, LLC
N/A—14,139-14,139-100%$721.2K———
Copley Financial Group, Inc.
N/A—13,858-13,858-100%$706.8K———
Equitable Holdings, Inc.
N/A—13,691-13,691-100%$698.3K———
Barnes Wealth Management Group, Inc
N/A—12,938-12,938-100%$659.9K———
Citadel Advisors LLC
N/A—12,313-12,313-100%$628.0K———
IEQ Capital, LLC
N/A—12,066-12,066-100%$615.4K———
Requisite Capital Management, LLC
N/A—11,388-11,388-100%$583.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,711-10,711-100%$546.3K———
Snowden Capital Advisors LLC
N/A—10,426-10,426-100%$533.9K———
Brookwood Investment Group LLC
N/A—10,130-10,130-100%$516.7K———
Stratos Wealth Partners, Ltd.
N/A—9,900-9,900-100%$505.0K———
Argent Trust Co
N/A—9,708-9,708-100%$495.2K———
OneAscent Financial Services LLC
N/A—9,470-9,470-100%$483.0K———
EP Wealth Advisors, LLC
N/A—6,155-6,155-100%$313.9K———
Northwestern Mutual Wealth Management Co
N/A—5,698-5,698-100%$290.6K———
Wealthspire Advisors, LLC
N/A—5,541-5,541-100%$282.6K———
AQR Capital Management LLC
N/A—4,892-4,892-100%$249.5K———
Private Advisor Group, LLC
N/A—4,400-4,400-100%$224.4K———
Rockefeller Capital Management L.P.
N/A—3,276-3,276-100%$167.1K———
Morgan Stanley
N/A—2,715-2,715-100%$138.5K———
JPMorgan Chase & Co
N/A—2,441-2,441-100%$125.0K———
NewEdge Advisors, LLC
N/A—2,115-2,115-100%$107.9K———
Quent Capital, LLC
N/A—1,814-1,814-100%$92.5K———
Bessemer Group Inc
N/A—800-800-100%$41.0K———
AE Wealth Management LLC
N/A—544-544-100%$27.7K———
FWL Investment Management, LLC
N/A—38-38-100%$1.9K———
Allworth Financial LP
N/A—7-7-100%$358———
Showing 107 of 107 institutions