BNY Mellon Strategic Muni (LEO)

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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Hennion & Walsh Asset Management, Inc.

DECREASED

Shares1,655,797 from 1,683,135

Change-27,338 (-2%)

Value$9.2M (-$1.7M)

Filed 2026-10-13

Allspring Global Investments Holdings, LLC

INCREASED

Shares673,664 from 527,746

Change+145,918 (+28%)

Value$3.7M (+$336.3K)

Filed 2026-11-04

Altium Capital Management LLC

UNCHANGED

Shares438,676 from 438,676

Change0 (0%)

Value$2.4M (-$394.8K)

Filed 2026-11-04

Gridiron Partners, LLC

UNCHANGED

Shares404,971 from 404,971

Change0 (0%)

Value$2.3M (-$364.5K)

Filed 2026-10-08

Capital Investment Advisors, LLC

DECREASED

Shares352,362 from 370,005

Change-17,643 (-5%)

Value$2.0M (-$431.1K)

Filed 2026-10-22

City of London Investment Management Co LTD

UNCHANGED

Shares270,829 from 270,829

Change0 (0%)

Value$1.5M (-$243.7K)

Filed 2026-10-30

Park Avenue Securities LLC

INCREASED

Shares189,805 from 188,636

Change+1,169 (+1%)

Value$1.1M (-$164.0K)

Filed 2026-10-26

Riverbridge Partners LLC

INCREASED

Shares169,136 from 138,053

Change+31,083 (+23%)

Value$940.4K (+$48.6K)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares168,668 from 106,646

Change+62,022 (+58%)

Value$937.8K (+$248.9K)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares160,255 from 162,811

Change-2,556 (-2%)

Value$891.0K (-$160.7K)

Filed 2026-11-06

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares120,229 from 120,229

Change0 (0%)

Value$668.5K (-$108.2K)

Filed 2026-10-29

Closed-End Fund Advisors, Inc.

INCREASED

Shares116,818 from 104,718

Change+12,100 (+12%)

Value$649.5K (-$27.0K)

Filed 2026-11-04

Petersen Hastings Wealth Advisors Inc.

UNCHANGED

Shares80,605 from 80,605

Change0 (0%)

Value$448.2K (-$72.5K)

Filed 2026-10-27

Ackerman Capital Advisors, LLC

DECREASED

Shares79,345 from 82,963

Change-3,618 (-4%)

Value$441.2K (-$94.8K)

Filed 2026-10-30

Melfa Wealth Management, Inc.

UNCHANGED

Shares60,335 from 60,335

Change0 (0%)

Value$335.5K (-$54.3K)

Filed 2026-11-06

180 Wealth Advisors, LLC

INCREASED

Shares57,693 from 57,188

Change+505 (+1%)

Value$320.8K (-$48.7K)

Filed 2026-11-03

Creative Planning

DECREASED

Shares53,587 from 56,379

Change-2,792 (-5%)

Value$297.9K (-$66.3K)

Filed 2026-11-02

Integrated Capital Management, Inc.

INCREASED

Shares39,810 from 34,638

Change+5,172 (+15%)

Value$221.3K (-$2.4K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares35,959 from 36,047

Change-88 (0%)

Value$199.9K (-$32.9K)

Filed 2026-11-02

Fiera Capital Corp

DECREASED

Shares32,711 from 246,842

Change-214,131 (-87%)

Value$181.9K (-$1.4M)

Filed 2026-11-06

WealthBridge Capital Management, LLC

DECREASED

Shares31,850 from 35,257

Change-3,407 (-10%)

Value$177.1K (-$50.7K)

Filed 2026-10-16

Merit Financial Group, LLC

DECREASED

Shares31,035 from 31,057

Change-22 (0%)

Value$172.6K (-$28.1K)

Filed 2026-11-06

Fortitude Advisory Group L.L.C.

INCREASED

Shares27,881 from 27,876

Change+5 (+0%)

Value$155.0K (-$25.1K)

Filed 2026-10-15

Noble Wealth Management PBC

INCREASED

Shares26,756 from 22,956

Change+3,800 (+17%)

Value$148.8K (+$467)

Filed 2026-10-01

Concurrent Investment Advisors, LLC

NEW

Shares24,908

Change+24,908

Value$138.5K

Filed 2026-10-16

Spire Wealth Management

UNCHANGED

Shares24,908 from 24,908

Change0 (0%)

Value$138.5K (-$22.4K)

Filed 2026-10-30

Wedbush Securities Inc

UNCHANGED

Shares22,389 from 22,389

Change0 (0%)

Value$124.0K (-$21.0K)

Filed 2026-10-22

Nations Financial Group Inc,

UNCHANGED

Shares20,200 from 20,200

Change0 (0%)

Value$112.3K (-$18.2K)

Filed 2026-11-05

Venture Visionary Partners LLC

NEW

Shares14,493

Change+14,493

Value$80.6K

Filed 2026-10-07

Confluence Wealth Services, Inc.

UNCHANGED

Shares12,500 from 12,500

Change0 (0%)

Value$69.5K (-$11.3K)

Filed 2026-11-05

Bokf, NA

UNCHANGED

Shares12,295 from 12,295

Change0 (0%)

Value$68.4K (-$11.1K)

Filed 2026-10-27

Truist Financial Corp

INCREASED

Shares11,507 from 10,797

Change+710 (+7%)

Value$64.0K (-$5.8K)

Filed 2026-10-30

Kestra Advisory Services, LLC

DECREASED

Shares11,142 from 11,842

Change-700 (-6%)

Value$62.0K (-$14.5K)

Filed 2026-11-02

US Bancorp \de\

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$30.6K (-$5.0K)

Filed 2026-11-05

Gilpin Wealth Management, LLC

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$25.0K (-$4.1K)

Filed 2026-10-09

Blue Trust, Inc.

UNCHANGED

Shares3,569 from 3,569

Change0 (0%)

Value$19.8K (-$3.2K)

Filed 2026-10-15

Eastern Bank

UNCHANGED

Shares3,443 from 3,443

Change0 (0%)

Value$19.1K (-$3.1K)

Filed 2026-10-05

Farther Finance Advisors, LLC

DECREASED

Shares2,020 from 6,060

Change-4,040 (-67%)

Value$11.2K (-$27.9K)

Filed 2026-10-08

FNY Investment Advisers, LLC

NEW

Shares1,000

Change+1,000

Value$5

Filed 2026-10-16

Professional Financial Management, Inc.

CLOSED

Shares0 from 207,157

Change-207,157 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-22

StoneX Group Inc.

CLOSED

Shares0 from 21,642

Change-21,642 (-100%)

Value$0 (-$138.8K)

Filed 2026-11-03

Thoma Capital Management LLC

CLOSED

Shares0 from 10,848

Change-10,848 (-100%)

Value$0 (-$70.1K)

Filed 2026-10-19

CoreCap Advisors, LLC

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$16.2K)

Filed 2026-10-08

Saba Capital Management, L.P.A

N/A

Shares— from 6,076,820

Change-6,076,820 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 3,487,291

Change-3,487,291 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 2,295,354

Change-2,295,354 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 2,006,388

Change-2,006,388 (-100%)

Value—

Bulldog Investors, LLPA

N/A

Shares— from 1,510,131

Change-1,510,131 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,351,087

Change-1,351,087 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,155,820

Change-1,155,820 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,132,581

Change-1,132,581 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 877,072

Change-877,072 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 537,717

Change-537,717 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 412,290

Change-412,290 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 379,865

Change-379,865 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 317,342

Change-317,342 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 252,346

Change-252,346 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 248,400

Change-248,400 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 220,675

Change-220,675 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 183,547

Change-183,547 (-100%)

Value—

&partners

N/A

Shares— from 180,730

Change-180,730 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 169,085

Change-169,085 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 134,630

Change-134,630 (-100%)

Value—

Traub Capital Management LLC

N/A

Shares— from 116,438

Change-116,438 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 114,659

Change-114,659 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 100,716

Change-100,716 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 91,480

Change-91,480 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 82,066

Change-82,066 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 71,181

Change-71,181 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 62,495

Change-62,495 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 58,283

Change-58,283 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 52,837

Change-52,837 (-100%)

Value—

Daner Wealth Management, LLC

N/A

Shares— from 51,900

Change-51,900 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 51,503

Change-51,503 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 43,403

Change-43,403 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 32,690

Change-32,690 (-100%)

Value—

Novak & Powell Financial Services, Inc.

N/A

Shares— from 27,163

Change-27,163 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 24,174

Change-24,174 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 22,231

Change-22,231 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 20,196

Change-20,196 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 19,444

Change-19,444 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,954

Change-18,954 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 18,332

Change-18,332 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 17,795

Change-17,795 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 17,334

Change-17,334 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 14,576

Change-14,576 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 14,126

Change-14,126 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12,572

Change-12,572 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 12,184

Change-12,184 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 11,994

Change-11,994 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,684

Change-11,684 (-100%)

Value—

Fort Point Capital Partners LLC

N/A

Shares— from 10,885

Change-10,885 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 4,732

Change-4,732 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,091

Change-4,091 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 4,091

Change-4,091 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,008

Change-3,008 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 950

Change-950 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 750

Change-750 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 345

Change-345 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 299

Change-299 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	1,655,797	1,683,135	-27,338	-2%	$10.9M	$9.2M	-$1.7M	2026-10-13
Allspring Global Investments Holdings, LLC	INCREASED	673,664	527,746	+145,918	+28%	$3.4M	$3.7M	+$336.3K	2026-11-04
Altium Capital Management LLC	UNCHANGED	438,676	438,676	0	0%	$2.8M	$2.4M	-$394.8K	2026-11-04
Gridiron Partners, LLC	UNCHANGED	404,971	404,971	0	0%	$2.6M	$2.3M	-$364.5K	2026-10-08
Capital Investment Advisors, LLC	DECREASED	352,362	370,005	-17,643	-5%	$2.4M	$2.0M	-$431.1K	2026-10-22
City of London Investment Management Co LTD	UNCHANGED	270,829	270,829	0	0%	$1.7M	$1.5M	-$243.7K	2026-10-30
Park Avenue Securities LLC	INCREASED	189,805	188,636	+1,169	+1%	$1.2M	$1.1M	-$164.0K	2026-10-26
Riverbridge Partners LLC	INCREASED	169,136	138,053	+31,083	+23%	$891.8K	$940.4K	+$48.6K	2026-11-05
Bank of New York Mellon Corp	INCREASED	168,668	106,646	+62,022	+58%	$688.9K	$937.8K	+$248.9K	2026-11-05
LPL Financial LLC	DECREASED	160,255	162,811	-2,556	-2%	$1.1M	$891.0K	-$160.7K	2026-11-06
Blue Bell Private Wealth Management, LLC	UNCHANGED	120,229	120,229	0	0%	$776.7K	$668.5K	-$108.2K	2026-10-29
Closed-End Fund Advisors, Inc.	INCREASED	116,818	104,718	+12,100	+12%	$676.5K	$649.5K	-$27.0K	2026-11-04
Petersen Hastings Wealth Advisors Inc.	UNCHANGED	80,605	80,605	0	0%	$520.7K	$448.2K	-$72.5K	2026-10-27
Ackerman Capital Advisors, LLC	DECREASED	79,345	82,963	-3,618	-4%	$535.9K	$441.2K	-$94.8K	2026-10-30
Melfa Wealth Management, Inc.	UNCHANGED	60,335	60,335	0	0%	$389.8K	$335.5K	-$54.3K	2026-11-06
180 Wealth Advisors, LLC	INCREASED	57,693	57,188	+505	+1%	$369.4K	$320.8K	-$48.7K	2026-11-03
Creative Planning	DECREASED	53,587	56,379	-2,792	-5%	$364.2K	$297.9K	-$66.3K	2026-11-02
Integrated Capital Management, Inc.	INCREASED	39,810	34,638	+5,172	+15%	$223.8K	$221.3K	-$2.4K	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	35,959	36,047	-88	0%	$232.9K	$199.9K	-$32.9K	2026-11-02
Fiera Capital Corp	DECREASED	32,711	246,842	-214,131	-87%	$1.6M	$181.9K	-$1.4M	2026-11-06
WealthBridge Capital Management, LLC	DECREASED	31,850	35,257	-3,407	-10%	$227.8K	$177.1K	-$50.7K	2026-10-16
Merit Financial Group, LLC	DECREASED	31,035	31,057	-22	0%	$200.6K	$172.6K	-$28.1K	2026-11-06
Fortitude Advisory Group L.L.C.	INCREASED	27,881	27,876	+5	+0%	$180.1K	$155.0K	-$25.1K	2026-10-15
Noble Wealth Management PBC	INCREASED	26,756	22,956	+3,800	+17%	$148.3K	$148.8K	+$467	2026-10-01
Concurrent Investment Advisors, LLC	NEW	24,908	—	+24,908	—	—	$138.5K	—	2026-10-16
Spire Wealth Management	UNCHANGED	24,908	24,908	0	0%	$160.9K	$138.5K	-$22.4K	2026-10-30
Wedbush Securities Inc	UNCHANGED	22,389	22,389	0	0%	$145.0K	$124.0K	-$21.0K	2026-10-22
Nations Financial Group Inc,	UNCHANGED	20,200	20,200	0	0%	$130.5K	$112.3K	-$18.2K	2026-11-05
Venture Visionary Partners LLC	NEW	14,493	—	+14,493	—	—	$80.6K	—	2026-10-07
Confluence Wealth Services, Inc.	UNCHANGED	12,500	12,500	0	0%	$80.8K	$69.5K	-$11.3K	2026-11-05
Bokf, NA	UNCHANGED	12,295	12,295	0	0%	$79.4K	$68.4K	-$11.1K	2026-10-27
Truist Financial Corp	INCREASED	11,507	10,797	+710	+7%	$69.8K	$64.0K	-$5.8K	2026-10-30
Kestra Advisory Services, LLC	DECREASED	11,142	11,842	-700	-6%	$76.5K	$62.0K	-$14.5K	2026-11-02
US Bancorp \de\	UNCHANGED	5,500	5,500	0	0%	$35.5K	$30.6K	-$5.0K	2026-11-05
Gilpin Wealth Management, LLC	UNCHANGED	4,500	4,500	0	0%	$29.1K	$25.0K	-$4.1K	2026-10-09
Blue Trust, Inc.	UNCHANGED	3,569	3,569	0	0%	$23.1K	$19.8K	-$3.2K	2026-10-15
Eastern Bank	UNCHANGED	3,443	3,443	0	0%	$22.2K	$19.1K	-$3.1K	2026-10-05
Farther Finance Advisors, LLC	DECREASED	2,020	6,060	-4,040	-67%	$39.1K	$11.2K	-$27.9K	2026-10-08
FNY Investment Advisers, LLC	NEW	1,000	—	+1,000	—	—	$5	—	2026-10-16
Professional Financial Management, Inc.	CLOSED	0	207,157	-207,157	-100%	$1.3M	$0	-$1.3M	2026-10-22
StoneX Group Inc.	CLOSED	0	21,642	-21,642	-100%	$138.8K	$0	-$138.8K	2026-11-03
Thoma Capital Management LLC	CLOSED	0	10,848	-10,848	-100%	$70.1K	$0	-$70.1K	2026-10-19
CoreCap Advisors, LLC	CLOSED	0	2,500	-2,500	-100%	$16.2K	$0	-$16.2K	2026-10-08
Saba Capital Management, L.P.A	N/A	—	6,076,820	-6,076,820	-100%	$39.3M	—	—	—
Pathstone Holdings, LLC	N/A	—	3,487,291	-3,487,291	-100%	$22.5M	—	—	—
SIT Investment Associates Inc	N/A	—	2,295,354	-2,295,354	-100%	$14.8M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	2,006,388	-2,006,388	-100%	$13.0M	—	—	—
Bulldog Investors, LLPA	N/A	—	1,510,131	-1,510,131	-100%	$9.8M	—	—	—
Guggenheim Capital LLC	N/A	—	1,351,087	-1,351,087	-100%	$8.7M	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,155,820	-1,155,820	-100%	$7.5M	—	—	—
Wells Fargo & Company	N/A	—	1,132,581	-1,132,581	-100%	$7.3M	—	—	—
Robinson Capital Management, LLC	N/A	—	877,072	-877,072	-100%	$5.7M	—	—	—
Van Eck Associates Corp	N/A	—	537,717	-537,717	-100%	$3.5M	—	—	—
1607 Capital Partners, LLC	N/A	—	412,290	-412,290	-100%	$2.7M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	379,865	-379,865	-100%	$2.5M	—	—	—
Invesco Ltd.	N/A	—	317,342	-317,342	-100%	$2.1M	—	—	—
Morgan Stanley	N/A	—	252,346	-252,346	-100%	$1.6M	—	—	—
Cohen & Steers, Inc.	N/A	—	248,400	-248,400	-100%	$1.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	220,675	-220,675	-100%	$1.4M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	183,547	-183,547	-100%	$1.2M	—	—	—
&partners	N/A	—	180,730	-180,730	-100%	$1.2M	—	—	—
Raymond James Financial Inc	N/A	—	169,085	-169,085	-100%	$1.1M	—	—	—
Toronto Dominion Bank	N/A	—	134,630	-134,630	-100%	$869.7K	—	—	—
Traub Capital Management LLC	N/A	—	116,438	-116,438	-100%	$752.2K	—	—	—
Summit Trail Advisors, LLC	N/A	—	114,659	-114,659	-100%	$740.7K	—	—	—
Bank of America Corp	N/A	—	100,716	-100,716	-100%	$650.6K	—	—	—
Centaurus Financial, Inc.	N/A	—	91,480	-91,480	-100%	$591.0K	—	—	—
Almitas Capital LLC	N/A	—	82,066	-82,066	-100%	$530.1K	—	—	—
Readystate Asset Management LP	N/A	—	71,181	-71,181	-100%	$459.8K	—	—	—
Ameriprise Financial Inc	N/A	—	62,495	-62,495	-100%	$403.7K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	58,283	-58,283	-100%	$376.5K	—	—	—
Evolve Private Wealth, LLC	N/A	—	52,837	-52,837	-100%	$341.3K	—	—	—
Daner Wealth Management, LLC	N/A	—	51,900	-51,900	-100%	$323.9K	—	—	—
Nuveen, LLC	N/A	—	51,503	-51,503	-100%	$332.7K	—	—	—
Jane Street Group, LLC	N/A	—	43,403	-43,403	-100%	$280.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	32,690	-32,690	-100%	$211.2K	—	—	—
Novak & Powell Financial Services, Inc.	N/A	—	27,163	-27,163	-100%	$175.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	25,000	-25,000	-100%	$161.5K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	24,174	-24,174	-100%	$156.2K	—	—	—
HighTower Advisors, LLC	N/A	—	22,231	-22,231	-100%	$143.6K	—	—	—
Virtu Financial LLC	N/A	—	20,196	-20,196	-100%	$130.0K	—	—	—
MAI Capital Management	N/A	—	19,444	-19,444	-100%	$125.6K	—	—	—
Mariner, LLC	N/A	—	18,954	-18,954	-100%	$122.4K	—	—	—
Summit Financial, LLC	N/A	—	18,332	-18,332	-100%	$118.4K	—	—	—
Curi Capital, LLC	N/A	—	18,000	-18,000	-100%	$116.3K	—	—	—
Royal Bank of Canada	N/A	—	17,795	-17,795	-100%	$115.0K	—	—	—
MML Investors Services, LLC	N/A	—	17,334	-17,334	-100%	$112.0K	—	—	—
Cetera Investment Advisers	N/A	—	14,576	-14,576	-100%	$94.2K	—	—	—
Clear Street Group Inc.	N/A	—	14,126	-14,126	-100%	$91.3K	—	—	—
WealthTrust Axiom LLC	N/A	—	13,000	-13,000	-100%	$84.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	12,572	-12,572	-100%	$81.2K	—	—	—
Bank of Montreal	N/A	—	12,184	-12,184	-100%	$78.7K	—	—	—
Hollencrest Capital Management	N/A	—	11,994	-11,994	-100%	$77.5K	—	—	—
XTX Topco Ltd	N/A	—	11,684	-11,684	-100%	$75.5K	—	—	—
Fort Point Capital Partners LLC	N/A	—	10,885	-10,885	-100%	$70.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,000	-5,000	-100%	$32.3K	—	—	—
BFC Planning, Inc.	N/A	—	4,732	-4,732	-100%	$30.6K	—	—	—
JPMorgan Chase & Co	N/A	—	4,091	-4,091	-100%	$26.6K	—	—	—
Capital Analysts, LLC	N/A	—	4,091	-4,091	-100%	$26	—	—	—
UBS Group AG	N/A	—	3,008	-3,008	-100%	$19.4K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	950	-950	-100%	$6.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	750	-750	-100%	$4.8K	—	—	—
Harbour Investments, Inc.	N/A	—	345	-345	-100%	$2.2K	—	—	—
Arax Advisory Partners	N/A	—	299	-299	-100%	$1.9K	—	—	—

Showing 104 of 104 institutions