Baron First Principles ETF (RONB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares132,169 from 128,391

Change+3,778 (+3%)

Value$3.1M (-$36.0K)

Filed 2026-11-06

D.A. Davidson & Co.

DECREASED

Shares117,691 from 158,957

Change-41,266 (-26%)

Value$2.8M (-$1.1M)

Filed 2026-10-28

Institute for Wealth Management, Llc.

INCREASED

Shares102,051 from 2,965

Change+99,086 (+3342%)

Value$2.4M (+$2.3M)

Filed 2026-11-06

Atria Investments, Inc

INCREASED

Shares98,284 from 68,928

Change+29,356 (+43%)

Value$2.3M (+$621.0K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares75,677 from 60,475

Change+15,202 (+25%)

Value$1.8M (+$297.0K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares75,104 from 69,594

Change+5,510 (+8%)

Value$1.8M (+$61.6K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares66,277 from 71,320

Change-5,043 (-7%)

Value$1.6M (-$187.3K)

Filed 2026-11-02

Independent Financial Group, LLC

DECREASED

Shares29,889 from 42,689

Change-12,800 (-30%)

Value$700.3K (-$341.3K)

Filed 2026-10-13

Kestra Advisory Services, LLC

DECREASED

Shares26,418 from 34,018

Change-7,600 (-22%)

Value$619.0K (-$211.1K)

Filed 2026-11-02

Strategic Family Wealth Counselors, L.L.C.

INCREASED

Shares26,375 from 19,076

Change+7,299 (+38%)

Value$618.0K (+$152.5K)

Filed 2026-10-29

Truist Financial Corp

INCREASED

Shares22,779 from 22,189

Change+590 (+3%)

Value$533.7K (-$7.7K)

Filed 2026-10-30

Concurrent Investment Advisors, LLC

NEW

Shares20,870

Change+20,870

Value$489.0K

Filed 2026-10-16

Oppenheimer & Co Inc

DECREASED

Shares20,488 from 68,211

Change-47,723 (-70%)

Value$480.0K (-$1.2M)

Filed 2026-10-26

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares20,230 from 22,390

Change-2,160 (-10%)

Value$474.0K (-$72.3K)

Filed 2026-10-27

Capital Investment Advisory Services, LLC

DECREASED

Shares18,269 from 20,000

Change-1,731 (-9%)

Value$428.0K (-$60.0K)

Filed 2026-10-30

October Effect Ltd

DECREASED

Shares15,780 from 16,250

Change-470 (-3%)

Value$369.7K (-$26.8K)

Filed 2026-10-20

Fifth Third Bancorp

UNCHANGED

Shares14,364 from 14,364

Change0 (0%)

Value$336.5K (-$13.9K)

Filed 2026-11-05

First Financial Bank - Trust Division

UNCHANGED

Shares12,917 from 12,917

Change0 (0%)

Value$302.6K (-$12.5K)

Filed 2026-10-01

MGO One Seven LLC

DECREASED

Shares12,380 from 13,702

Change-1,322 (-10%)

Value$290.1K (-$44.3K)

Filed 2026-10-28

StoneX Group Inc.

NEW

Shares12,249

Change+12,249

Value$269.7K

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares11,469 from 11,519

Change-50 (0%)

Value$283.1K (+$10.1K)

Filed 2026-10-13

International Assets Investment Management, LLC

INCREASED

Shares11,360 from 11,000

Change+360 (+3%)

Value$265.7K (+$62)

Filed 2026-11-02

Third View Private Wealth, LLC

DECREASED

Shares11,038 from 11,640

Change-602 (-5%)

Value$258.6K (-$25.4K)

Filed 2026-10-30

Retirement Planning Group, LLC

DECREASED

Shares10,703 from 11,203

Change-500 (-4%)

Value$250.8K (-$22.6K)

Filed 2026-10-19

Northwest Financial Advisors

UNCHANGED

Shares9,678 from 9,678

Change0 (0%)

Value$226.8K (-$9.4K)

Filed 2026-10-27

Relyea Zuckerberg Hanson LLC

NEW

Shares9,430

Change+9,430

Value$220.9K

Filed 2026-10-20

Mayfair Advisory Group, LLC

NEW

Shares9,100

Change+9,100

Value$213.2K

Filed 2026-10-20

Apollon Wealth Management, LLC

NEW

Shares8,803

Change+8,803

Value$206.3K

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares8,023 from 9,011

Change-988 (-11%)

Value$188.0K (-$31.9K)

Filed 2026-10-08

Security National Bank

DECREASED

Shares6,295 from 9,592

Change-3,297 (-34%)

Value$147.5K (-$86.6K)

Filed 2026-10-26

Larson Financial Group LLC

INCREASED

Shares5,291 from 4,891

Change+400 (+8%)

Value$124.0K (+$4.6K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares3,900 from 3,900

Change0 (0%)

Value$95.2K ($0)

Filed 2026-11-06

Flagship Wealth Advisors, LLC

UNCHANGED

Shares3,725 from 3,725

Change0 (0%)

Value$87.3K (-$3.6K)

Filed 2026-11-03

CX Institutional

NEW

Shares3,018

Change+3,018

Value$71.0K

Filed 2026-10-02

Compass Financial Management LLC

UNCHANGED

Shares1,930 from 1,930

Change0 (0%)

Value$45.2K (+$2.1K)

Filed 2026-10-30

IFP Advisors, Inc

UNCHANGED

Shares1,400 from 1,400

Change0 (0%)

Value$32.8K (-$1.4K)

Filed 2026-10-16

Brown, Lisle Ings, Inc.

DECREASED

Shares1,000 from 2,000

Change-1,000 (-50%)

Value$23.4K (-$25.4K)

Filed 2026-10-16

Lanark Financial, Inc.

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$18.7K (-$776)

Filed 2026-10-26

Kelleher Financial Advisors

DECREASED

Shares630 from 22,760

Change-22,130 (-97%)

Value$14.8K (-$540.6K)

Filed 2026-10-30

Financial Consulate, Inc

UNCHANGED

Shares214 from 214

Change0 (0%)

Value$5.0K (-$207)

Filed 2026-10-23

Latitude Advisors, LLC

NEW

Shares185

Change+185

Value$4.3K

Filed 2026-10-27

Investors Research Corp

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$3.3K (-$136)

Filed 2026-10-07

IMG Wealth Management, Inc.

DECREASED

Shares75 from 300

Change-225 (-75%)

Value$1.8K (-$5.6K)

Filed 2026-10-27

Financially Speaking Inc

NEW

Shares29

Change+29

Value$680

Filed 2026-11-05

Harbour Investments, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$47 (-$2)

Filed 2026-11-09

Altfest L J & Co Inc

CLOSED

Shares0 from 231,295

Change-231,295 (-100%)

Value$0 (-$5.6M)

Filed 2026-10-27

Fortis Group Advisors, LLC

CLOSED

Shares0 from 83,580

Change-83,580 (-100%)

Value$0 (-$2.0M)

Filed 2026-11-06

CRA Financial Services, LLC

CLOSED

Shares0 from 17,560

Change-17,560 (-100%)

Value$0 (-$428.5K)

Filed 2026-10-16

Financial Management Network Inc

CLOSED

Shares0 from 17,180

Change-17,180 (-100%)

Value$0 (-$386.4K)

Filed 2026-10-09

Beaumont Financial Advisors, LLC

CLOSED

Shares0 from 14,432

Change-14,432 (-100%)

Value$0 (-$352.1K)

Filed 2026-10-22

Brookstone Capital Management

CLOSED

Shares0 from 11,850

Change-11,850 (-100%)

Value$0 (-$289.1K)

Filed 2026-10-22

Dutch Asset Corp

CLOSED

Shares0 from 9,803

Change-9,803 (-100%)

Value$0 (-$239.2K)

Filed 2026-10-20

Avestar Capital, LLC

CLOSED

Shares0 from 8,422

Change-8,422 (-100%)

Value$0 (-$205.5K)

Filed 2026-10-28

Bullseye Investment Management, LLC

CLOSED

Shares0 from 850

Change-850 (-100%)

Value$0 (-$20.7K)

Filed 2026-10-29

BankPlus Trust Department

CLOSED

Shares0 from 818

Change-818 (-100%)

Value$0 (-$20.0K)

Filed 2026-11-06

CoreCap Advisors, LLC

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$14.6K)

Filed 2026-10-08

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$12.2K)

Filed 2026-10-14

Signaturefd, LLC

CLOSED

Shares0 from 239

Change-239 (-100%)

Value$0 (-$5.8K)

Filed 2026-10-23

Nvwm, LLC

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$756)

Filed 2026-10-14

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$98)

Filed 2026-10-26

DRW Securities, LLC

N/A

Shares— from 1,226,435

Change-1,226,435 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 1,087,386

Change-1,087,386 (-100%)

Value—

UBS Group AG

N/A

Shares— from 284,469

Change-284,469 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 228,264

Change-228,264 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 190,983

Change-190,983 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 156,044

Change-156,044 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 145,255

Change-145,255 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 133,403

Change-133,403 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 123,284

Change-123,284 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 95,726

Change-95,726 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 83,574

Change-83,574 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 70,012

Change-70,012 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 47,100

Change-47,100 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 35,550

Change-35,550 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 26,705

Change-26,705 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 25,171

Change-25,171 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 20,748

Change-20,748 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 18,986

Change-18,986 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 18,312

Change-18,312 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 17,450

Change-17,450 (-100%)

Value—

&partners

N/A

Shares— from 13,622

Change-13,622 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 11,643

Change-11,643 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 11,300

Change-11,300 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11,041

Change-11,041 (-100%)

Value—

Berkeley Capital Partners, LLC

N/A

Shares— from 10,508

Change-10,508 (-100%)

Value—

1776 Wealth LLC

N/A

Shares— from 10,182

Change-10,182 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 8,665

Change-8,665 (-100%)

Value—

Harbour Investment Management LLC

N/A

Shares— from 8,648

Change-8,648 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,791

Change-3,791 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,517

Change-1,517 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 430

Change-430 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 250

Change-250 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 192

Change-192 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 148

Change-148 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 50

Change-50 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	132,169	128,391	+3,778	+3%	$3.1M	$3.1M	-$36.0K	2026-11-06
D.A. Davidson & Co.	DECREASED	117,691	158,957	-41,266	-26%	$3.9M	$2.8M	-$1.1M	2026-10-28
Institute for Wealth Management, Llc.	INCREASED	102,051	2,965	+99,086	+3342%	$72.3K	$2.4M	+$2.3M	2026-11-06
Atria Investments, Inc	INCREASED	98,284	68,928	+29,356	+43%	$1.7M	$2.3M	+$621.0K	2026-10-15
Cambridge Investment Research Advisors, Inc.	INCREASED	75,677	60,475	+15,202	+25%	$1.5M	$1.8M	+$297.0K	2026-11-02
Bank of New York Mellon Corp	INCREASED	75,104	69,594	+5,510	+8%	$1.7M	$1.8M	+$61.6K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	66,277	71,320	-5,043	-7%	$1.7M	$1.6M	-$187.3K	2026-11-02
Independent Financial Group, LLC	DECREASED	29,889	42,689	-12,800	-30%	$1.0M	$700.3K	-$341.3K	2026-10-13
Kestra Advisory Services, LLC	DECREASED	26,418	34,018	-7,600	-22%	$830.0K	$619.0K	-$211.1K	2026-11-02
Strategic Family Wealth Counselors, L.L.C.	INCREASED	26,375	19,076	+7,299	+38%	$465.5K	$618.0K	+$152.5K	2026-10-29
Truist Financial Corp	INCREASED	22,779	22,189	+590	+3%	$541.4K	$533.7K	-$7.7K	2026-10-30
Concurrent Investment Advisors, LLC	NEW	20,870	—	+20,870	—	—	$489.0K	—	2026-10-16
Oppenheimer & Co Inc	DECREASED	20,488	68,211	-47,723	-70%	$1.7M	$480.0K	-$1.2M	2026-10-26
Pinnacle Wealth Planning Services, Inc.	DECREASED	20,230	22,390	-2,160	-10%	$546.3K	$474.0K	-$72.3K	2026-10-27
Capital Investment Advisory Services, LLC	DECREASED	18,269	20,000	-1,731	-9%	$488.0K	$428.0K	-$60.0K	2026-10-30
October Effect Ltd	DECREASED	15,780	16,250	-470	-3%	$396.5K	$369.7K	-$26.8K	2026-10-20
Fifth Third Bancorp	UNCHANGED	14,364	14,364	0	0%	$350.5K	$336.5K	-$13.9K	2026-11-05
First Financial Bank - Trust Division	UNCHANGED	12,917	12,917	0	0%	$315.2K	$302.6K	-$12.5K	2026-10-01
MGO One Seven LLC	DECREASED	12,380	13,702	-1,322	-10%	$334.3K	$290.1K	-$44.3K	2026-10-28
StoneX Group Inc.	NEW	12,249	—	+12,249	—	—	$269.7K	—	2026-11-03
Wealth Enhancement Advisory Services, LLC	DECREASED	11,469	11,519	-50	0%	$273.0K	$283.1K	+$10.1K	2026-10-13
International Assets Investment Management, LLC	INCREASED	11,360	11,000	+360	+3%	$265.7K	$265.7K	+$62	2026-11-02
Third View Private Wealth, LLC	DECREASED	11,038	11,640	-602	-5%	$284.0K	$258.6K	-$25.4K	2026-10-30
Retirement Planning Group, LLC	DECREASED	10,703	11,203	-500	-4%	$273.4K	$250.8K	-$22.6K	2026-10-19
Northwest Financial Advisors	UNCHANGED	9,678	9,678	0	0%	$236.1K	$226.8K	-$9.4K	2026-10-27
Relyea Zuckerberg Hanson LLC	NEW	9,430	—	+9,430	—	—	$220.9K	—	2026-10-20
Mayfair Advisory Group, LLC	NEW	9,100	—	+9,100	—	—	$213.2K	—	2026-10-20
Apollon Wealth Management, LLC	NEW	8,803	—	+8,803	—	—	$206.3K	—	2026-10-23
Farther Finance Advisors, LLC	DECREASED	8,023	9,011	-988	-11%	$219.9K	$188.0K	-$31.9K	2026-10-08
Security National Bank	DECREASED	6,295	9,592	-3,297	-34%	$234.0K	$147.5K	-$86.6K	2026-10-26
Larson Financial Group LLC	INCREASED	5,291	4,891	+400	+8%	$119.3K	$124.0K	+$4.6K	2026-11-05
Allworth Financial LP	UNCHANGED	3,900	3,900	0	0%	$95.2K	$95.2K	$0	2026-11-06
Flagship Wealth Advisors, LLC	UNCHANGED	3,725	3,725	0	0%	$90.9K	$87.3K	-$3.6K	2026-11-03
CX Institutional	NEW	3,018	—	+3,018	—	—	$71.0K	—	2026-10-02
Compass Financial Management LLC	UNCHANGED	1,930	1,930	0	0%	$43.1K	$45.2K	+$2.1K	2026-10-30
IFP Advisors, Inc	UNCHANGED	1,400	1,400	0	0%	$34.2K	$32.8K	-$1.4K	2026-10-16
Brown, Lisle Ings, Inc.	DECREASED	1,000	2,000	-1,000	-50%	$48.8K	$23.4K	-$25.4K	2026-10-16
Lanark Financial, Inc.	UNCHANGED	800	800	0	0%	$19.5K	$18.7K	-$776	2026-10-26
Kelleher Financial Advisors	DECREASED	630	22,760	-22,130	-97%	$555.3K	$14.8K	-$540.6K	2026-10-30
Financial Consulate, Inc	UNCHANGED	214	214	0	0%	$5.2K	$5.0K	-$207	2026-10-23
Latitude Advisors, LLC	NEW	185	—	+185	—	—	$4.3K	—	2026-10-27
Investors Research Corp	UNCHANGED	140	140	0	0%	$3.4K	$3.3K	-$136	2026-10-07
IMG Wealth Management, Inc.	DECREASED	75	300	-225	-75%	$7.3K	$1.8K	-$5.6K	2026-10-27
Financially Speaking Inc	NEW	29	—	+29	—	—	$680	—	2026-11-05
Harbour Investments, Inc.	UNCHANGED	2	2	0	0%	$49	$47	-$2	2026-11-09
Altfest L J & Co Inc	CLOSED	0	231,295	-231,295	-100%	$5.6M	$0	-$5.6M	2026-10-27
Fortis Group Advisors, LLC	CLOSED	0	83,580	-83,580	-100%	$2.0M	$0	-$2.0M	2026-11-06
CRA Financial Services, LLC	CLOSED	0	17,560	-17,560	-100%	$428.5K	$0	-$428.5K	2026-10-16
Financial Management Network Inc	CLOSED	0	17,180	-17,180	-100%	$386.4K	$0	-$386.4K	2026-10-09
Beaumont Financial Advisors, LLC	CLOSED	0	14,432	-14,432	-100%	$352.1K	$0	-$352.1K	2026-10-22
Brookstone Capital Management	CLOSED	0	11,850	-11,850	-100%	$289.1K	$0	-$289.1K	2026-10-22
Dutch Asset Corp	CLOSED	0	9,803	-9,803	-100%	$239.2K	$0	-$239.2K	2026-10-20
Avestar Capital, LLC	CLOSED	0	8,422	-8,422	-100%	$205.5K	$0	-$205.5K	2026-10-28
Bullseye Investment Management, LLC	CLOSED	0	850	-850	-100%	$20.7K	$0	-$20.7K	2026-10-29
BankPlus Trust Department	CLOSED	0	818	-818	-100%	$20.0K	$0	-$20.0K	2026-11-06
CoreCap Advisors, LLC	CLOSED	0	600	-600	-100%	$14.6K	$0	-$14.6K	2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	500	-500	-100%	$12.2K	$0	-$12.2K	2026-10-14
Signaturefd, LLC	CLOSED	0	239	-239	-100%	$5.8K	$0	-$5.8K	2026-10-23
Nvwm, LLC	CLOSED	0	31	-31	-100%	$756	$0	-$756	2026-10-14
Commonwealth Retirement Investments LLC	CLOSED	0	4	-4	-100%	$98	$0	-$98	2026-10-26
DRW Securities, LLC	N/A	—	1,226,435	-1,226,435	-100%	$29.9M	—	—	—
Weiss Asset Management LP	N/A	—	1,087,386	-1,087,386	-100%	$26.5M	—	—	—
UBS Group AG	N/A	—	284,469	-284,469	-100%	$6.9M	—	—	—
Private Advisor Group, LLC	N/A	—	228,264	-228,264	-100%	$5.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	190,983	-190,983	-100%	$4.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	156,044	-156,044	-100%	$3.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	145,255	-145,255	-100%	$3.5M	—	—	—
Principal Securities, Inc.	N/A	—	133,403	-133,403	-100%	$3.3M	—	—	—
Stifel Financial Corp	N/A	—	123,284	-123,284	-100%	$3.0M	—	—	—
Royal Bank of Canada	N/A	—	95,726	-95,726	-100%	$2.3M	—	—	—
MML Investors Services, LLC	N/A	—	83,574	-83,574	-100%	$2.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	70,012	-70,012	-100%	$1.7M	—	—	—
one8zero8, LLC	N/A	—	47,100	-47,100	-100%	$1.1M	—	—	—
HRT Financial LP	N/A	—	35,550	-35,550	-100%	$867.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	26,705	-26,705	-100%	$652.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	25,171	-25,171	-100%	$614.2K	—	—	—
Jane Street Group, LLC	N/A	—	20,748	-20,748	-100%	$506.3K	—	—	—
CreativeOne Wealth, LLC	N/A	—	18,986	-18,986	-100%	$463.3K	—	—	—
HighTower Advisors, LLC	N/A	—	18,312	-18,312	-100%	$446.8K	—	—	—
Mariner, LLC	N/A	—	17,450	-17,450	-100%	$425.8K	—	—	—
&partners	N/A	—	13,622	-13,622	-100%	$332.4K	—	—	—
Essex Financial Services, Inc.	N/A	—	11,643	-11,643	-100%	$284.1K	—	—	—
PFG Investments, LLC	N/A	—	11,300	-11,300	-100%	$275.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11,041	-11,041	-100%	$269.4K	—	—	—
Berkeley Capital Partners, LLC	N/A	—	10,508	-10,508	-100%	$256.4K	—	—	—
1776 Wealth LLC	N/A	—	10,182	-10,182	-100%	$248.4K	—	—	—
Savvy Advisors, Inc.	N/A	—	8,665	-8,665	-100%	$211.4K	—	—	—
Harbour Investment Management LLC	N/A	—	8,648	-8,648	-100%	$211.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,791	-3,791	-100%	$92.5K	—	—	—
Morgan Stanley	N/A	—	1,517	-1,517	-100%	$37.0K	—	—	—
BFC Planning, Inc.	N/A	—	1,400	-1,400	-100%	$34.2K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	430	-430	-100%	$10.5K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	250	-250	-100%	$6.1K	—	—	—
HighMark Wealth Management LLC	N/A	—	200	-200	-100%	$4.9K	—	—	—
Continuum Advisory, LLC	N/A	—	192	-192	-100%	$4.7K	—	—	—
JPMorgan Chase & Co	N/A	—	148	-148	-100%	$3.6K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	50	-50	-100%	$1.2K	—	—	—
Anchor Investment Management, LLC	N/A	—	50	-50	-100%	$1.2K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	50	-50	-100%	$1.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	27	-27	-100%	$659	—	—	—

Showing 100 of 100 institutions