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Cambria Emerg Shrhldr Yield (EYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
ALM First Financial Advisors, LLC
UNCHANGED
Shares983,500 from 983,500
Change0 (0%)
Value$20.5M (-$24.2M)
Filed 2026-10-13
Sepio Capital, LP
INCREASED
Shares587,434 from 486,941
Change+100,493 (+21%)
Value$28.0M (+$5.8M)
Filed 2026-10-22
LPL Financial LLC
DECREASED
Shares323,879 from 325,083
Change-1,204 (0%)
Value$15.4M (+$654.6K)
Filed 2026-11-06
VestGen Advisors, LLC
INCREASED
Shares320,769 from 317,091
Change+3,678 (+1%)
Value$15.3M (+$869.5K)
Filed 2026-10-27
Warren Street Wealth Advisors, LLC
INCREASED
Shares297,103 from 181,142
Change+115,961 (+64%)
Value$14.1M (+$5.9M)
Filed 2026-11-04
TriaGen Wealth Management LLC
INCREASED
Shares295,372 from 291,869
Change+3,503 (+1%)
Value$14.1M (+$806.0K)
Filed 2026-10-14
Trek Financial, LLC
NEW
Shares242,323
Change+242,323
Value$11.5M
Filed 2026-10-29
Welch Financial Planning, LLC
INCREASED
Shares179,714 from 161,416
Change+18,298 (+11%)
Value$8.6M (+$1.2M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares155,907 from 157,629
Change-1,722 (-1%)
Value$7.5M (+$67.2K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares153,702 from 148,414
Change+5,288 (+4%)
Value$7.3M (+$576.7K)
Filed 2026-11-02
Opus Capital Group, LLC
INCREASED
Shares148,585 from 147,911
Change+674 (+0%)
Value$7.1M (+$356.0K)
Filed 2026-10-30
United Advisor Group, LLC
INCREASED
Shares125,015 from 118,042
Change+6,973 (+6%)
Value$6.0M (+$590.4K)
Filed 2026-11-03
Sound Portfolio Advisors, LLC
DECREASED
Shares113,551 from 121,981
Change-8,430 (-7%)
Value$5.4M (-$134.1K)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares110,588 from 104,849
Change+5,739 (+5%)
Value$5.3M (+$502.8K)
Filed 2026-11-05
Ignite Planners, LLC
DECREASED
Shares106,500 from 117,617
Change-11,117 (-9%)
Value$5.1M (-$274.3K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares104,799 from 92,818
Change+11,981 (+13%)
Value$5.0M (+$773.0K)
Filed 2026-11-02
Professional Financial Management, Inc.
DECREASED
Shares98,353 from 149,520
Change-51,167 (-34%)
Value$4.7M (-$2.1M)
Filed 2026-10-22
One Plus One Wealth Management, LLC
INCREASED
Shares94,110 from 91,934
Change+2,176 (+2%)
Value$4.5M (+$304.9K)
Filed 2026-10-16
Stewardship Concepts Financial Services LLC
INCREASED
Shares85,585 from 72,235
Change+13,350 (+18%)
Value$4.1M (+$793.7K)
Filed 2026-10-06
Fermata Advisors, LLC
DECREASED
Shares71,967 from 72,989
Change-1,022 (-1%)
Value$3.4M (+$111.2K)
Filed 2026-10-13
LexAurum Advisors, LLC
INCREASED
Shares68,620 from 66,986
Change+1,634 (+2%)
Value$3.3M (+$224.5K)
Filed 2026-10-19
Kesler, Norman & Wride, LLC
INCREASED
Shares62,823 from 57,892
Change+4,931 (+9%)
Value$3.0M (+$361.5K)
Filed 2026-11-06
Fifth Third Securities, Inc.
DECREASED
Shares53,544 from 58,459
Change-4,915 (-8%)
Value$2.5M (-$105.9K)
Filed 2026-10-21
Aprio Wealth Management, LLC
DECREASED
Shares49,801 from 67,713
Change-17,912 (-26%)
Value$2.4M (-$704.3K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares49,084 from 47,877
Change+1,207 (+3%)
Value$2.3M (+$162.3K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares41,000 from 40,415
Change+585 (+1%)
Value$2.0M (+$116.4K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares39,555 from 39,122
Change+433 (+1%)
Value$1.9M (+$106.3K)
Filed 2026-10-13
Lifetime Wealth Management P.C.
INCREASED
Shares37,232 from 36,424
Change+808 (+2%)
Value$1.8M (+$118.3K)
Filed 2026-10-29
Mather Group, Llc.
DECREASED
Shares29,896 from 33,383
Change-3,487 (-10%)
Value$1.4M (-$92.9K)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares27,339 from 27,047
Change+292 (+1%)
Value$1.3M (+$73.1K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares26,840 from 26,080
Change+760 (+3%)
Value$1.3M (+$93.3K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares15,496 from 14,838
Change+658 (+4%)
Value$737.6K (+$63.8K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED
Shares12,854 from 13,801
Change-947 (-7%)
Value$611.9K (-$14.9K)
Filed 2026-11-04
Optivise Advisory Services LLC
INCREASED
Shares12,401 from 12,374
Change+27 (+0%)
Value$590.3K (+$28.4K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares12,315 from 12,277
Change+38 (+0%)
Value$586.2K (+$28.7K)
Filed 2026-11-06
Accurate Wealth Management, LLC
DECREASED
Shares9,991 from 10,152
Change-161 (-2%)
Value$484.8K (+$8.0K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares9,916 from 9,893
Change+23 (+0%)
Value$472.0K (+$22.8K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares9,485 from 8,106
Change+1,379 (+17%)
Value$451.5K (+$83.4K)
Filed 2026-11-02
Formidable Asset Management, LLC
DECREASED
Shares7,949 from 8,471
Change-522 (-6%)
Value$361.0K (+$10.2K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares7,771 from 6,926
Change+845 (+12%)
Value$370.0K (+$55.0K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares7,090 from 7,030
Change+60 (+1%)
Value$337.5K (+$18.3K)
Filed 2026-11-05
MBL Wealth, LLC
DECREASED
Shares5,809 from 6,036
Change-227 (-4%)
Value$276.5K (+$2.4K)
Filed 2026-10-22
Absolute Capital Management, LLC
NEW
Shares4,391
Change+4,391
Value$209.0K
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares3,716 from 3,789
Change-73 (-2%)
Value$176.9K (+$4.8K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares3,211 from 3,075
Change+136 (+4%)
Value$152.8K (+$13.2K)
Filed 2026-11-05
Cullen T Bankers, Inc.
NEW
Shares1,918
Change+1,918
Value$91.3K
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$78.2K ($0)
Filed 2026-11-06
Aspect Partners, LLC
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$81.7K (+$3.8K)
Filed 2026-10-20
Addison Advisors LLC
NEW
Shares1,153
Change+1,153
Value$54.9K
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares933 from 1,508
Change-575 (-38%)
Value$44.4K (-$24.1K)
Filed 2026-10-08
MidAtlantic Capital Management, Inc.
NEW
Shares773
Change+773
Value$36.8K
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$26.2K (+$1.2K)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares389 from 100
Change+289 (+289%)
Value$18.5K (+$14.0K)
Filed 2026-10-14
Lanark Financial, Inc.
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$15.4K (+$708)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares253 from 251
Change+2 (+1%)
Value$12.0K (+$645)
Filed 2026-10-16
Essential Partners LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$6.7K (+$309)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.1K (+$99)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$810 (+$38)
Filed 2026-10-23
HighTower Advisors, LLC
N/A
Shares— from 1,211,468
Change-1,211,468 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,045,792
Change-1,045,792 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 914,158
Change-914,158 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 743,579
Change-743,579 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 730,907
Change-730,907 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 537,367
Change-537,367 (-100%)
Value—
UBS Group AG
N/A
Shares— from 442,277
Change-442,277 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 437,684
Change-437,684 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 330,870
Change-330,870 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 313,381
Change-313,381 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 294,122
Change-294,122 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 227,135
Change-227,135 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 131,563
Change-131,563 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 120,466
Change-120,466 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 91,586
Change-91,586 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 78,984
Change-78,984 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 70,719
Change-70,719 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 67,878
Change-67,878 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 64,441
Change-64,441 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 57,996
Change-57,996 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 44,153
Change-44,153 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 39,789
Change-39,789 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 39,536
Change-39,536 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 36,717
Change-36,717 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 35,425
Change-35,425 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 29,355
Change-29,355 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 28,212
Change-28,212 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 25,756
Change-25,756 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 22,913
Change-22,913 (-100%)
Value—
Betterment LLC
N/A
Shares— from 22,054
Change-22,054 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 20,818
Change-20,818 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 16,618
Change-16,618 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 15,484
Change-15,484 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 14,544
Change-14,544 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,129
Change-13,129 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
CSS LLC
N/A
Shares— from 10,728
Change-10,728 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,398
Change-10,398 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 893
Change-893 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 119
Change-119 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
ALM First Financial Advisors, LLC
UNCHANGED983,500983,50000%$44.7M$20.5M-$24.2M2026-10-13
Sepio Capital, LP
INCREASED587,434486,941+100,493+21%$22.1M$28.0M+$5.8M2026-10-22
LPL Financial LLC
DECREASED323,879325,083-1,2040%$14.8M$15.4M+$654.6K2026-11-06
VestGen Advisors, LLC
INCREASED320,769317,091+3,678+1%$14.4M$15.3M+$869.5K2026-10-27
Warren Street Wealth Advisors, LLC
INCREASED297,103181,142+115,961+64%$8.2M$14.1M+$5.9M2026-11-04
TriaGen Wealth Management LLC
INCREASED295,372291,869+3,503+1%$13.3M$14.1M+$806.0K2026-10-14
Trek Financial, LLC
NEW242,323—+242,323——$11.5M—2026-10-29
Welch Financial Planning, LLC
INCREASED179,714161,416+18,298+11%$7.3M$8.6M+$1.2M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED155,907157,629-1,722-1%$7.4M$7.5M+$67.2K2026-10-13
Commonwealth Equity Services, LLC
INCREASED153,702148,414+5,288+4%$6.7M$7.3M+$576.7K2026-11-02
Opus Capital Group, LLC
INCREASED148,585147,911+674+0%$6.7M$7.1M+$356.0K2026-10-30
United Advisor Group, LLC
INCREASED125,015118,042+6,973+6%$5.4M$6.0M+$590.4K2026-11-03
Sound Portfolio Advisors, LLC
DECREASED113,551121,981-8,430-7%$5.5M$5.4M-$134.1K2026-11-05
Nations Financial Group Inc,
INCREASED110,588104,849+5,739+5%$4.8M$5.3M+$502.8K2026-11-05
Ignite Planners, LLC
DECREASED106,500117,617-11,117-9%$5.3M$5.1M-$274.3K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED104,79992,818+11,981+13%$4.2M$5.0M+$773.0K2026-11-02
Professional Financial Management, Inc.
DECREASED98,353149,520-51,167-34%$6.8M$4.7M-$2.1M2026-10-22
One Plus One Wealth Management, LLC
INCREASED94,11091,934+2,176+2%$4.2M$4.5M+$304.9K2026-10-16
Stewardship Concepts Financial Services LLC
INCREASED85,58572,235+13,350+18%$3.3M$4.1M+$793.7K2026-10-06
Fermata Advisors, LLC
DECREASED71,96772,989-1,022-1%$3.3M$3.4M+$111.2K2026-10-13
LexAurum Advisors, LLC
INCREASED68,62066,986+1,634+2%$3.0M$3.3M+$224.5K2026-10-19
Kesler, Norman & Wride, LLC
INCREASED62,82357,892+4,931+9%$2.6M$3.0M+$361.5K2026-11-06
Fifth Third Securities, Inc.
DECREASED53,54458,459-4,915-8%$2.7M$2.5M-$105.9K2026-10-21
Aprio Wealth Management, LLC
DECREASED49,80167,713-17,912-26%$3.1M$2.4M-$704.3K2026-10-28
Davenport & Co LLC
INCREASED49,08447,877+1,207+3%$2.2M$2.3M+$162.3K2026-10-14
Vise Technologies, Inc.
INCREASED41,00040,415+585+1%$1.8M$2.0M+$116.4K2026-10-29
Dynamic Advisor Solutions LLC
INCREASED39,55539,122+433+1%$1.8M$1.9M+$106.3K2026-10-13
Lifetime Wealth Management P.C.
INCREASED37,23236,424+808+2%$1.7M$1.8M+$118.3K2026-10-29
Mather Group, Llc.
DECREASED29,89633,383-3,487-10%$1.5M$1.4M-$92.9K2026-10-14
Compound Planning, Inc.
INCREASED27,33927,047+292+1%$1.2M$1.3M+$73.1K2026-11-05
Focus Financial Network, Inc.
INCREASED26,84026,080+760+3%$1.2M$1.3M+$93.3K2026-10-14
Independent Financial Group, LLC
INCREASED15,49614,838+658+4%$673.8K$737.6K+$63.8K2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED12,85413,801-947-7%$626.7K$611.9K-$14.9K2026-11-04
Optivise Advisory Services LLC
INCREASED12,40112,374+27+0%$561.9K$590.3K+$28.4K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED12,31512,277+38+0%$557.5K$586.2K+$28.7K2026-11-06
Accurate Wealth Management, LLC
DECREASED9,99110,152-161-2%$476.7K$484.8K+$8.0K2026-10-20
Visionary Wealth Advisors
INCREASED9,9169,893+23+0%$449.2K$472.0K+$22.8K2026-11-04
Kestra Advisory Services, LLC
INCREASED9,4858,106+1,379+17%$368.1K$451.5K+$83.4K2026-11-02
Formidable Asset Management, LLC
DECREASED7,9498,471-522-6%$350.8K$361.0K+$10.2K2026-11-03
Park Avenue Securities LLC
INCREASED7,7716,926+845+12%$315.0K$370.0K+$55.0K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED7,0907,030+60+1%$319.2K$337.5K+$18.3K2026-11-05
MBL Wealth, LLC
DECREASED5,8096,036-227-4%$274.1K$276.5K+$2.4K2026-10-22
Absolute Capital Management, LLC
NEW4,391—+4,391——$209.0K—2026-10-16
Creative Financial Designs Inc
DECREASED3,7163,789-73-2%$172.1K$176.9K+$4.8K2026-11-04
Fifth Third Bancorp
INCREASED3,2113,075+136+4%$139.6K$152.8K+$13.2K2026-11-05
Cullen T Bankers, Inc.
NEW1,918—+1,918——$91.3K—2026-10-28
Allworth Financial LP
UNCHANGED1,7211,72100%$78.2K$78.2K$02026-11-06
Aspect Partners, LLC
UNCHANGED1,7171,71700%$78.0K$81.7K+$3.8K2026-10-20
Addison Advisors LLC
NEW1,153—+1,153——$54.9K—2026-11-06
Farther Finance Advisors, LLC
DECREASED9331,508-575-38%$68.5K$44.4K-$24.1K2026-10-08
MidAtlantic Capital Management, Inc.
NEW773—+773——$36.8K—2026-11-05
Independence Bank of Kentucky
UNCHANGED55055000%$25.0K$26.2K+$1.2K2026-10-26
Triumph Capital Management
INCREASED389100+289+289%$4.5K$18.5K+$14.0K2026-10-14
Lanark Financial, Inc.
UNCHANGED32332300%$14.7K$15.4K+$7082026-10-26
IFP Advisors, Inc
INCREASED253251+2+1%$11.4K$12.0K+$6452026-10-16
Essential Partners LLC
UNCHANGED14114100%$6.4K$6.7K+$3092026-10-14
Key FInancial Inc
UNCHANGED454500%$2.0K$2.1K+$992026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED171700%$772$810+$382026-10-23
HighTower Advisors, LLC
N/A—1,211,468-1,211,468-100%$55.0M———
Foster & Motley Inc
N/A—1,045,792-1,045,792-100%$47.5M———
Cambria Investment Management, L.P.
N/A—914,158-914,158-100%$41.5M———
Bank of America Corp
N/A—743,579-743,579-100%$33.8M———
Raymond James Financial Inc
N/A—730,907-730,907-100%$33.2M———
NewEdge Advisors, LLC
N/A—537,367-537,367-100%$24.4M———
UBS Group AG
N/A—442,277-442,277-100%$20.1M———
Cetera Investment Advisers
N/A—437,684-437,684-100%$19.9M———
Empowered Funds, LLC
N/A—330,870-330,870-100%$15.0M———
Integrated Wealth Concepts LLC
N/A—313,381-313,381-100%$14.2M———
Northwestern Mutual Wealth Management Co
N/A—294,122-294,122-100%$13.4M———
State of Wisconsin Investment Board
N/A—227,135-227,135-100%$10.3M———
Westview Management dba Westview Investment Advisors
N/A—131,563-131,563-100%$6.0M———
Rothschild Investment LLC
N/A—120,466-120,466-100%$5.5M———
Osaic Holdings, Inc.
N/A—91,586-91,586-100%$4.2M———
Susquehanna International Group, LLP
N/A—78,984-78,984-100%$3.6M———
Beacon Pointe Advisors, LLC
N/A—70,719-70,719-100%$3.2M———
Royal Bank of Canada
N/A—67,878-67,878-100%$3.1M———
Equitable Holdings, Inc.
N/A—64,441-64,441-100%$2.9M———
Envestnet Asset Management Inc
N/A—57,996-57,996-100%$2.6M———
Principal Securities, Inc.
N/A—44,153-44,153-100%$2.0M———
Western Wealth Management, LLC
N/A—39,789-39,789-100%$1.8M———
Measured Wealth Private Client Group, LLC
N/A—39,536-39,536-100%$1.8M———
Savvy Advisors, Inc.
N/A—36,717-36,717-100%$1.7M———
Snowden Capital Advisors LLC
N/A—35,425-35,425-100%$1.6M———
RPS Advisory Solutions LLC
N/A—29,355-29,355-100%$1.3M———
AE Wealth Management LLC
N/A—28,212-28,212-100%$1.3M———
Old Mission Capital LLC
N/A—25,756-25,756-100%$1.2M———
CoreFirst Bank & Trust
N/A—22,913-22,913-100%$1.0M———
Betterment LLC
N/A—22,054-22,054-100%$1.0M———
Pinnacle Financial Partners, Inc.
N/A—20,818-20,818-100%$945.4K———
Stratos Investment Management, LLC
N/A—16,618-16,618-100%$754.7K———
Centaurus Financial, Inc.
N/A—15,484-15,484-100%$703.0K———
Cauble & Harre Wealth Management, Inc.
N/A—14,544-14,544-100%$660.4K———
Morgan Stanley
N/A—14,129-14,129-100%$641.6K———
MML Investors Services, LLC
N/A—13,129-13,129-100%$596.2K———
Private Advisor Group, LLC
N/A—11,919-11,919-100%$541.2K———
Ausdal Financial Partners, Inc.
N/A—11,910-11,910-100%$540.8K———
CSS LLC
N/A—10,728-10,728-100%$487.2K———
IHT Wealth Management, LLC
N/A—10,400-10,400-100%$472.3K———
Thoroughbred Financial Services, LLC
N/A—10,398-10,398-100%$472.0K———
Mutual Advisors, LLC
N/A—7,088-7,088-100%$321.9K———
Strive Financial Group,LLC
N/A—5,894-5,894-100%$267.6K———
Hilltop Holdings Inc.
N/A—5,621-5,621-100%$255.3K———
GWN Securities Inc.
N/A—5,476-5,476-100%$248.7K———
Stifel Financial Corp
N/A—5,443-5,443-100%$247.2K———
Nuveen, LLC
N/A—5,326-5,326-100%$241.9K———
AQR Capital Management LLC
N/A—4,996-4,996-100%$226.9K———
GTS Securities LLC
N/A—4,634-4,634-100%$210.4K———
JPMorgan Chase & Co
N/A—3,180-3,180-100%$144.5K———
EP Wealth Advisors, LLC
N/A—2,371-2,371-100%$107.7K———
Wells Fargo & Company
N/A—1,501-1,501-100%$68.2K———
SHP Wealth Management
N/A—893-893-100%$40.6K———
Steward Partners Investment Advisory, LLC
N/A—553-553-100%$25.1K———
Rockefeller Capital Management L.P.
N/A—119-119-100%$5.4K———
Sankala Group LLC
N/A—9-9-100%$442———
Kilter Group LLC
N/A—3-3-100%$145———
Showing 115 of 115 institutions