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Cap Group Global EQ (CGGE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares6,619,860 from 5,216,503
Change+1,403,357 (+27%)
Value$230.4M (+$46.6M)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares2,148,091 from 1,983,117
Change+164,974 (+8%)
Value$74.8M (+$4.9M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares1,711,616 from 1,536,270
Change+175,346 (+11%)
Value$59.6M (+$5.4M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares1,483,789 from 1,412,821
Change+70,968 (+5%)
Value$51.7M (+$1.9M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,173,085 from 1,182,185
Change-9,100 (-1%)
Value$40.8M (-$825.0K)
Filed 2026-11-02
James Reed Financial Services, Inc.
INCREASED
Shares602,227 from 591,511
Change+10,716 (+2%)
Value$21.0M (+$118.7K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares531,271 from 474,899
Change+56,372 (+12%)
Value$18.5M (+$1.8M)
Filed 2026-10-30
TD Waterhouse Canada Inc.
INCREASED
Shares438,380 from 417,606
Change+20,774 (+5%)
Value$15.2M (+$672.9K)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares415,364 from 323,679
Change+91,685 (+28%)
Value$14.5M (+$3.1M)
Filed 2026-10-28
KWB Wealth
NEW
Shares394,079
Change+394,079
Value$13.7M
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares373,874 from 323,952
Change+49,922 (+15%)
Value$13.0M (+$1.6M)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares367,053 from 1,349,068
Change-982,015 (-73%)
Value$12.8M (-$34.8M)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares337,120 from 330,571
Change+6,549 (+2%)
Value$11.7M (+$85.8K)
Filed 2026-10-22
Venture Visionary Partners LLC
INCREASED
Shares299,344 from 269,605
Change+29,739 (+11%)
Value$10.4M (+$919.3K)
Filed 2026-10-07
Kestra Advisory Services, LLC
INCREASED
Shares256,543 from 146,842
Change+109,701 (+75%)
Value$8.9M (+$3.8M)
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares243,177 from 264,007
Change-20,830 (-8%)
Value$8.5M (-$838.6K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares200,298 from 189,081
Change+11,217 (+6%)
Value$7.0M (+$309.2K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares193,568 from 184,496
Change+9,072 (+5%)
Value$6.7M (+$236.0K)
Filed 2026-10-26
BNB Wealth Management, LLC
INCREASED
Shares166,970 from 165,342
Change+1,628 (+1%)
Value$5.8M (-$14.4K)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares144,677 from 142,650
Change+2,027 (+1%)
Value$5.0M (+$9.2K)
Filed 2026-11-06
AMG Asset Management Group, Inc.
INCREASED
Shares132,875 from 128,128
Change+4,747 (+4%)
Value$4.6M (+$110.1K)
Filed 2026-10-21
LongView Wealth Management
INCREASED
Shares132,115 from 123,843
Change+8,272 (+7%)
Value$4.6M (+$234.7K)
Filed 2026-10-19
Aprio Wealth Management, LLC
DECREASED
Shares127,795 from 128,645
Change-850 (-1%)
Value$4.4M (-$84.9K)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares110,289 from 108,655
Change+1,634 (+2%)
Value$3.8M (+$91.3K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares107,010 from 78,931
Change+28,079 (+36%)
Value$3.7M (+$943.5K)
Filed 2026-11-05
Blueprint Financial Advisors LLC
INCREASED
Shares104,546 from 99,858
Change+4,688 (+5%)
Value$3.6M (+$120.3K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares104,546 from 99,858
Change+4,688 (+5%)
Value$3.6M (+$120.3K)
Filed 2026-10-28
ARQ Wealth Advisors, LLC
INCREASED
Shares102,708 from 80,929
Change+21,779 (+27%)
Value$3.6M (+$775.1K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares100,160 from 56,645
Change+43,515 (+77%)
Value$3.5M (+$1.5M)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares88,662 from 68,381
Change+20,281 (+30%)
Value$3.1M (+$676.6K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares87,513 from 10,866
Change+76,647 (+705%)
Value$3.0M (+$2.7M)
Filed 2026-10-13
Boyer Financial Services, Inc.
INCREASED
Shares84,707 from 81,652
Change+3,055 (+4%)
Value$2.9M (+$95.7K)
Filed 2026-10-23
A&I Financial Services, LLC
INCREASED
Shares83,625 from 76,848
Change+6,777 (+9%)
Value$2.9M (+$202.8K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares78,574 from 73,464
Change+5,110 (+7%)
Value$2.7M (+$146.3K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares70,437 from 50,895
Change+19,542 (+38%)
Value$2.5M (+$658.4K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares67,633 from 55,803
Change+11,830 (+21%)
Value$2.4M (+$387.8K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares65,072 from 55,475
Change+9,597 (+17%)
Value$2.3M (+$310.2K)
Filed 2026-10-22
R2 Capital Strategies, LLC
INCREASED
Shares60,653 from 59,632
Change+1,021 (+2%)
Value$2.1M (+$9.9K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares58,367 from 56,035
Change+2,332 (+4%)
Value$2.0M (+$57.1K)
Filed 2026-10-29
SFG Wealth Management, Llc.
DECREASED
Shares56,618 from 56,795
Change-177 (0%)
Value$2.0M (-$30.6K)
Filed 2026-10-23
IAG Wealth Partners, LLC
INCREASED
Shares55,993 from 48,401
Change+7,592 (+16%)
Value$1.9M (+$243.5K)
Filed 2026-11-06
RFG Advisory, LLC
DECREASED
Shares51,804 from 51,850
Change-46 (0%)
Value$1.8M (-$23.9K)
Filed 2026-11-03
Security Financial Services, Inc.
INCREASED
Shares49,983 from 47,978
Change+2,005 (+4%)
Value$1.7M (+$49.2K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares47,618
Change+47,618
Value$1.7M
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares47,371 from 52,028
Change-4,657 (-9%)
Value$1.6M (-$184.5K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
INCREASED
Shares46,172 from 46,010
Change+162 (+0%)
Value$1.6M (-$14.1K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
INCREASED
Shares45,544 from 45,268
Change+276 (+1%)
Value$1.6M (-$9.9K)
Filed 2026-10-14
Landaas & Co
INCREASED
Shares42,001 from 38,664
Change+3,337 (+9%)
Value$1.5M (+$99.5K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares37,843 from 33,996
Change+3,847 (+11%)
Value$1.3M (+$119.3K)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares35,980 from 30,360
Change+5,620 (+19%)
Value$1.3M (+$182.6K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares35,349 from 33,188
Change+2,161 (+7%)
Value$1.2M (+$61.0K)
Filed 2026-10-13
CLG LLC
INCREASED
Shares31,999 from 29,679
Change+2,320 (+8%)
Value$1.1M (+$68.0K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED
Shares31,822 from 30,133
Change+1,689 (+6%)
Value$1.1M (+$45.8K)
Filed 2026-11-03
Merited Wealth, LLC
DECREASED
Shares31,547 from 46,219
Change-14,672 (-32%)
Value$1.1M (-$530.6K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares30,648 from 16,428
Change+14,220 (+87%)
Value$1.1M (+$490.8K)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares30,540 from 25,947
Change+4,593 (+18%)
Value$1.1M (+$148.7K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares28,867 from 19,848
Change+9,019 (+45%)
Value$979.1K (+$279.7K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares28,318 from 212
Change+28,106 (+13258%)
Value$985.7K (+$978.3K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares27,827 from 24,377
Change+3,450 (+14%)
Value$969.0K (+$110.0K)
Filed 2026-10-22
MSH Capital Advisors LLC
INCREASED
Shares27,390 from 18,455
Change+8,935 (+48%)
Value$953.4K (+$303.1K)
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares25,516 from 13,646
Change+11,870 (+87%)
Value$888.2K (+$407.3K)
Filed 2026-10-27
Canandaigua National Trust Co of Florida
NEW
Shares23,022
Change+23,022
Value$801.4K
Filed 2026-10-07
Farther Finance Advisors, LLC
DECREASED
Shares22,827 from 55,472
Change-32,645 (-59%)
Value$794.6K (-$1.2M)
Filed 2026-10-08
Investment Planning Advisors, Inc.
UNCHANGED
Shares22,204 from 22,204
Change0 (0%)
Value$772.9K (-$9.5K)
Filed 2026-10-14
Integrity Alliance, Llc.
NEW
Shares22,033
Change+22,033
Value$767.0K
Filed 2026-10-29
Center For Asset Management LLC
NEW
Shares20,312
Change+20,312
Value$707.1K
Filed 2026-10-16
Victory Financial Group, LLC
INCREASED
Shares19,006 from 18,913
Change+93 (+0%)
Value$661.6K (-$4.9K)
Filed 2026-10-27
Visionary Wealth Advisors
INCREASED
Shares17,946 from 14,428
Change+3,518 (+24%)
Value$624.7K (+$116.3K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares17,880 from 17,198
Change+682 (+4%)
Value$622.4K (+$16.3K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares16,186 from 16,533
Change-347 (-2%)
Value$563.4K (-$19.2K)
Filed 2026-10-30
Balboa Wealth Partners
INCREASED
Shares16,117 from 16,095
Change+22 (+0%)
Value$561.0K (-$6.2K)
Filed 2026-10-20
MGO One Seven LLC
UNCHANGED
Shares13,912 from 13,912
Change0 (0%)
Value$484.3K (-$6.0K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares13,712 from 12,321
Change+1,391 (+11%)
Value$475.0K (+$52.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares13,712 from 12,321
Change+1,391 (+11%)
Value$475.0K (+$52.1K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares13,443 from 10,993
Change+2,450 (+22%)
Value$467.9K (+$80.6K)
Filed 2026-11-06
Tcfg Investment Advisors, LLC
INCREASED
Shares11,403 from 9,383
Change+2,020 (+22%)
Value$396.9K (+$66.3K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares11,398 from 11,514
Change-116 (-1%)
Value$396.8K (-$9.0K)
Filed 2026-10-26
Nations Financial Group Inc,
NEW
Shares9,400
Change+9,400
Value$327.2K
Filed 2026-11-05
McKinney Capital Management, LLC
DECREASED
Shares8,381 from 8,396
Change-15 (0%)
Value$291.7K (-$4.1K)
Filed 2026-11-06
Financial Council, LLC
UNCHANGED
Shares8,372 from 8,372
Change0 (0%)
Value$291.4K (-$3.6K)
Filed 2026-11-02
Lincoln Capital LLC
INCREASED
Shares7,881 from 6,952
Change+929 (+13%)
Value$274.4K (+$29.4K)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
INCREASED
Shares7,720 from 5,241
Change+2,479 (+47%)
Value$268.7K (+$84.0K)
Filed 2026-11-05
Titleist Asset Management, LLC
DECREASED
Shares7,606 from 7,895
Change-289 (-4%)
Value$264.8K (-$13.5K)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares7,247 from 9,259
Change-2,012 (-22%)
Value$252.3K (-$74.0K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares6,587 from 1,200
Change+5,387 (+449%)
Value$229.3K (+$187.0K)
Filed 2026-10-13
Equity Wealth Partners, LLC
NEW
Shares6,521
Change+6,521
Value$227.0K
Filed 2026-10-26
D.A. Davidson & Co.
NEW
Shares6,240
Change+6,240
Value$217.2K
Filed 2026-10-28
Colonial River Investments, LLC
NEW
Shares6,193
Change+6,193
Value$215.6K
Filed 2026-10-19
World Equity Group, Inc.
UNCHANGED
Shares5,949 from 5,949
Change0 (0%)
Value$207.1K (-$2.6K)
Filed 2026-10-14
Key FInancial Inc
DECREASED
Shares5,215 from 5,311
Change-96 (-2%)
Value$181.5K (-$5.6K)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares5,191 from 8,057
Change-2,866 (-36%)
Value$180.7K (-$103.2K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares3,882 from 3,779
Change+103 (+3%)
Value$135.1K (+$2.0K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$95.7K (-$1.2K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares2,697
Change+2,697
Value$93.9K
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares1,933
Change+1,933
Value$67.3K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares1,659
Change+1,659
Value$57.8K
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares1,429 from 1,357
Change+72 (+5%)
Value$49.7K (+$1.9K)
Filed 2026-10-16
Nfsg Corp
NEW
Shares1,160
Change+1,160
Value$40.4K
Filed 2026-10-15
Financial Perspectives, Inc
DECREASED
Shares1,000 from 1,145
Change-145 (-13%)
Value$34.8K (-$5.5K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares793 from 602
Change+191 (+32%)
Value$27.6K (+$6.4K)
Filed 2026-10-08
Caldwell Trust Co
NEW
Shares459
Change+459
Value$16.0K
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares412 from 355
Change+57 (+16%)
Value$14.3K (+$1.8K)
Filed 2026-11-05
Creative Financial Designs Inc
NEW
Shares260
Change+260
Value$9.1K
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$7.2K (-$89)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares146 from 7
Change+139 (+1986%)
Value$5.1K (+$4.8K)
Filed 2026-11-04
VestGen Advisors, LLC
CLOSED
Shares0 from 18,183
Change-18,183 (-100%)
Value$0 (-$640.8K)
Filed 2026-10-27
Advisor Resource Council
CLOSED
Shares0 from 7,527
Change-7,527 (-100%)
Value$0 (-$265.3K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 6,047
Change-6,047 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 2,077
Change-2,077 (-100%)
Value$0 (-$73.2K)
Filed 2026-11-06
Wellington Grp LLC
CLOSED
Shares0 from 1,175
Change-1,175 (-100%)
Value$0 (-$35.8K)
Filed 2026-11-06
CX Institutional
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$4)
Filed 2026-10-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$601)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 14,953,044
Change-14,953,044 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 8,369,362
Change-8,369,362 (-100%)
Value—
Capital International Investors
N/A
Shares— from 8,303,169
Change-8,303,169 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,675,954
Change-5,675,954 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,382,673
Change-3,382,673 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,866,016
Change-1,866,016 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,490,362
Change-1,490,362 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,297,153
Change-1,297,153 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,240,110
Change-1,240,110 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,107,314
Change-1,107,314 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 957,504
Change-957,504 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 916,929
Change-916,929 (-100%)
Value—
&partners
N/A
Shares— from 792,699
Change-792,699 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 783,191
Change-783,191 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 636,441
Change-636,441 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 502,212
Change-502,212 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 458,925
Change-458,925 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 438,265
Change-438,265 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 436,166
Change-436,166 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 394,290
Change-394,290 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 369,296
Change-369,296 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 349,852
Change-349,852 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 341,123
Change-341,123 (-100%)
Value—
Stephens Inc
N/A
Shares— from 312,106
Change-312,106 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 287,045
Change-287,045 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 285,637
Change-285,637 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 238,292
Change-238,292 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 232,702
Change-232,702 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 232,465
Change-232,465 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 198,272
Change-198,272 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 176,904
Change-176,904 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 173,741
Change-173,741 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 169,793
Change-169,793 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 163,775
Change-163,775 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 155,662
Change-155,662 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 151,601
Change-151,601 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 145,392
Change-145,392 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 137,264
Change-137,264 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 132,891
Change-132,891 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 122,663
Change-122,663 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 115,656
Change-115,656 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 99,036
Change-99,036 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 89,985
Change-89,985 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 72,711
Change-72,711 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 72,085
Change-72,085 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 65,517
Change-65,517 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 64,811
Change-64,811 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 63,759
Change-63,759 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 63,280
Change-63,280 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 52,820
Change-52,820 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 49,880
Change-49,880 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 41,183
Change-41,183 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 39,160
Change-39,160 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 35,396
Change-35,396 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 30,576
Change-30,576 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 26,853
Change-26,853 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,988
Change-21,988 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 21,665
Change-21,665 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 18,138
Change-18,138 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,326
Change-17,326 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,664
Change-16,664 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 15,864
Change-15,864 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,434
Change-15,434 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,538
Change-12,538 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,063
Change-11,063 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 10,469
Change-10,469 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 10,013
Change-10,013 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,951
Change-9,951 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,949
Change-9,949 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,724
Change-8,724 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 7,657
Change-7,657 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,567
Change-7,567 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 839
Change-839 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 393
Change-393 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 288
Change-288 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 108
Change-108 (-100%)
Value—
Status
LPL Financial LLC
INCREASED6,619,8605,216,503+1,403,357+27%$183.8M$230.4M+$46.6M2026-11-06
Larson Financial Group LLC
INCREASED2,148,0911,983,117+164,974+8%$69.9M$74.8M+$4.9M2026-11-05
Assetmark, Inc
INCREASED1,711,6161,536,270+175,346+11%$54.1M$59.6M+$5.4M2026-10-21
Commonwealth Equity Services, LLC
INCREASED1,483,7891,412,821+70,968+5%$49.8M$51.7M+$1.9M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED1,173,0851,182,185-9,100-1%$41.7M$40.8M-$825.0K2026-11-02
James Reed Financial Services, Inc.
INCREASED602,227591,511+10,716+2%$20.8M$21.0M+$118.7K2026-10-26
Truist Financial Corp
INCREASED531,271474,899+56,372+12%$16.7M$18.5M+$1.8M2026-10-30
TD Waterhouse Canada Inc.
INCREASED438,380417,606+20,774+5%$14.6M$15.2M+$672.9K2026-10-16
Cullen T Bankers, Inc.
INCREASED415,364323,679+91,685+28%$11.4M$14.5M+$3.1M2026-10-28
KWB Wealth
NEW394,079—+394,079——$13.7M—2026-10-16
Valmark Advisers, Inc.
INCREASED373,874323,952+49,922+15%$11.4M$13.0M+$1.6M2026-11-06
Clearstead Advisors, LLC
DECREASED367,0531,349,068-982,015-73%$47.5M$12.8M-$34.8M2026-11-06
Strategic Blueprint, LLC
INCREASED337,120330,571+6,549+2%$11.6M$11.7M+$85.8K2026-10-22
Venture Visionary Partners LLC
INCREASED299,344269,605+29,739+11%$9.5M$10.4M+$919.3K2026-10-07
Kestra Advisory Services, LLC
INCREASED256,543146,842+109,701+75%$5.2M$8.9M+$3.8M2026-11-02
Intrua Financial, LLC
DECREASED243,177264,007-20,830-8%$9.3M$8.5M-$838.6K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED200,298189,081+11,217+6%$6.7M$7.0M+$309.2K2026-10-16
Park Avenue Securities LLC
INCREASED193,568184,496+9,072+5%$6.5M$6.7M+$236.0K2026-10-26
BNB Wealth Management, LLC
INCREASED166,970165,342+1,628+1%$5.8M$5.8M-$14.4K2026-10-28
Merit Financial Group, LLC
INCREASED144,677142,650+2,027+1%$5.0M$5.0M+$9.2K2026-11-06
AMG Asset Management Group, Inc.
INCREASED132,875128,128+4,747+4%$4.5M$4.6M+$110.1K2026-10-21
LongView Wealth Management
INCREASED132,115123,843+8,272+7%$4.4M$4.6M+$234.7K2026-10-19
Aprio Wealth Management, LLC
DECREASED127,795128,645-850-1%$4.5M$4.4M-$84.9K2026-10-28
Sovran Advisors, LLC
INCREASED110,289108,655+1,634+2%$3.7M$3.8M+$91.3K2026-11-02
Bank of New York Mellon Corp
INCREASED107,01078,931+28,079+36%$2.8M$3.7M+$943.5K2026-11-05
Blueprint Financial Advisors LLC
INCREASED104,54699,858+4,688+5%$3.5M$3.6M+$120.3K2026-10-28
Blueprint Investment Partners LLC
INCREASED104,54699,858+4,688+5%$3.5M$3.6M+$120.3K2026-10-28
ARQ Wealth Advisors, LLC
INCREASED102,70880,929+21,779+27%$2.8M$3.6M+$775.1K2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED100,16056,645+43,515+77%$2.0M$3.5M+$1.5M2026-11-03
Vise Technologies, Inc.
INCREASED88,66268,381+20,281+30%$2.4M$3.1M+$676.6K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED87,51310,866+76,647+705%$379.3K$3.0M+$2.7M2026-10-13
Boyer Financial Services, Inc.
INCREASED84,70781,652+3,055+4%$2.9M$2.9M+$95.7K2026-10-23
A&I Financial Services, LLC
INCREASED83,62576,848+6,777+9%$2.7M$2.9M+$202.8K2026-10-15
PFG Advisors
INCREASED78,57473,464+5,110+7%$2.6M$2.7M+$146.3K2026-10-16
Atria Investments, Inc
INCREASED70,43750,895+19,542+38%$1.8M$2.5M+$658.4K2026-10-15
Apollon Wealth Management, LLC
INCREASED67,63355,803+11,830+21%$2.0M$2.4M+$387.8K2026-10-23
Sagespring Wealth Partners, LLC
INCREASED65,07255,475+9,597+17%$2.0M$2.3M+$310.2K2026-10-22
R2 Capital Strategies, LLC
INCREASED60,65359,632+1,021+2%$2.1M$2.1M+$9.9K2026-10-15
Koshinski Asset Management, Inc.
INCREASED58,36756,035+2,332+4%$2.0M$2.0M+$57.1K2026-10-29
SFG Wealth Management, Llc.
DECREASED56,61856,795-1770%$2.0M$2.0M-$30.6K2026-10-23
IAG Wealth Partners, LLC
INCREASED55,99348,401+7,592+16%$1.7M$1.9M+$243.5K2026-11-06
RFG Advisory, LLC
DECREASED51,80451,850-460%$1.8M$1.8M-$23.9K2026-11-03
Security Financial Services, Inc.
INCREASED49,98347,978+2,005+4%$1.7M$1.7M+$49.2K2026-10-29
Ascentis Independent Advisors
NEW47,618—+47,618——$1.7M—2026-11-03
Davenport & Co LLC
DECREASED47,37152,028-4,657-9%$1.8M$1.6M-$184.5K2026-10-14
Lantern Wealth Advisors, LLC
INCREASED46,17246,010+162+0%$1.6M$1.6M-$14.1K2026-10-22
Tempus Wealth Planning, LLC
INCREASED45,54445,268+276+1%$1.6M$1.6M-$9.9K2026-10-14
Landaas & Co
INCREASED42,00138,664+3,337+9%$1.4M$1.5M+$99.5K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED37,84333,996+3,847+11%$1.2M$1.3M+$119.3K2026-10-23
Principle Wealth Partners LLC
INCREASED35,98030,360+5,620+19%$1.1M$1.3M+$182.6K2026-11-02
Independent Financial Group, LLC
INCREASED35,34933,188+2,161+7%$1.2M$1.2M+$61.0K2026-10-13
CLG LLC
INCREASED31,99929,679+2,320+8%$1.0M$1.1M+$68.0K2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED31,82230,133+1,689+6%$1.1M$1.1M+$45.8K2026-11-03
Merited Wealth, LLC
DECREASED31,54746,219-14,672-32%$1.6M$1.1M-$530.6K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED30,64816,428+14,220+87%$578.9K$1.1M+$490.8K2026-10-30
Simplicity Wealth,LLC
INCREASED30,54025,947+4,593+18%$914.4K$1.1M+$148.7K2026-10-23
Prospera Financial Services Inc
INCREASED28,86719,848+9,019+45%$699.4K$979.1K+$279.7K2026-11-04
Signature Equity Partners, LLC
INCREASED28,318212+28,106+13258%$7.5K$985.7K+$978.3K2026-10-29
Wedbush Securities Inc
INCREASED27,82724,377+3,450+14%$859.0K$969.0K+$110.0K2026-10-22
MSH Capital Advisors LLC
INCREASED27,39018,455+8,935+48%$650.4K$953.4K+$303.1K2026-11-03
Latitude Advisors, LLC
INCREASED25,51613,646+11,870+87%$480.9K$888.2K+$407.3K2026-10-27
Canandaigua National Trust Co of Florida
NEW23,022—+23,022——$801.4K—2026-10-07
Farther Finance Advisors, LLC
DECREASED22,82755,472-32,645-59%$2.0M$794.6K-$1.2M2026-10-08
Investment Planning Advisors, Inc.
UNCHANGED22,20422,20400%$782.5K$772.9K-$9.5K2026-10-14
Integrity Alliance, Llc.
NEW22,033—+22,033——$767.0K—2026-10-29
Center For Asset Management LLC
NEW20,312—+20,312——$707.1K—2026-10-16
Victory Financial Group, LLC
INCREASED19,00618,913+93+0%$666.5K$661.6K-$4.9K2026-10-27
Visionary Wealth Advisors
INCREASED17,94614,428+3,518+24%$508.4K$624.7K+$116.3K2026-11-04
Fifth Third Bancorp
INCREASED17,88017,198+682+4%$606.1K$622.4K+$16.3K2026-11-05
Ascent Group, LLC
DECREASED16,18616,533-347-2%$582.6K$563.4K-$19.2K2026-10-30
Balboa Wealth Partners
INCREASED16,11716,095+22+0%$567.2K$561.0K-$6.2K2026-10-20
MGO One Seven LLC
UNCHANGED13,91213,91200%$490.3K$484.3K-$6.0K2026-10-28
Diversify Advisory Services, LLC
INCREASED13,71212,321+1,391+11%$422.9K$475.0K+$52.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED13,71212,321+1,391+11%$422.9K$475.0K+$52.1K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED13,44310,993+2,450+22%$387.4K$467.9K+$80.6K2026-11-06
Tcfg Investment Advisors, LLC
INCREASED11,4039,383+2,020+22%$330.7K$396.9K+$66.3K2026-10-20
Oppenheimer & Co Inc
DECREASED11,39811,514-116-1%$405.8K$396.8K-$9.0K2026-10-26
Nations Financial Group Inc,
NEW9,400—+9,400——$327.2K—2026-11-05
McKinney Capital Management, LLC
DECREASED8,3818,396-150%$295.9K$291.7K-$4.1K2026-11-06
Financial Council, LLC
UNCHANGED8,3728,37200%$295.0K$291.4K-$3.6K2026-11-02
Lincoln Capital LLC
INCREASED7,8816,952+929+13%$245.0K$274.4K+$29.4K2026-10-09
Silver Grove Financial Group, Inc.
INCREASED7,7205,241+2,479+47%$184.7K$268.7K+$84.0K2026-11-05
Titleist Asset Management, LLC
DECREASED7,6067,895-289-4%$278.2K$264.8K-$13.5K2026-10-08
Sigma Planning Corp
DECREASED7,2479,259-2,012-22%$326.3K$252.3K-$74.0K2026-10-23
Cape Investment Advisory, Inc.
INCREASED6,5871,200+5,387+449%$42.3K$229.3K+$187.0K2026-10-13
Equity Wealth Partners, LLC
NEW6,521—+6,521——$227.0K—2026-10-26
D.A. Davidson & Co.
NEW6,240—+6,240——$217.2K—2026-10-28
Colonial River Investments, LLC
NEW6,193—+6,193——$215.6K—2026-10-19
World Equity Group, Inc.
UNCHANGED5,9495,94900%$209.6K$207.1K-$2.6K2026-10-14
Key FInancial Inc
DECREASED5,2155,311-96-2%$187.2K$181.5K-$5.6K2026-11-02
Private Trust Co NA
DECREASED5,1918,057-2,866-36%$283.9K$180.7K-$103.2K2026-10-20
Lanark Financial, Inc.
INCREASED3,8823,779+103+3%$133.2K$135.1K+$2.0K2026-10-26
Birchwood Financial Partners, Inc.
UNCHANGED2,7502,75000%$96.9K$95.7K-$1.2K2026-11-02
UMB Private Wealth Management, LLC
NEW2,697—+2,697——$93.9K—2026-10-19
Jacobi Capital Management LLC
NEW1,933—+1,933——$67.3K—2026-11-05
Provenance Wealth Advisors, LLC
NEW1,659—+1,659——$57.8K—2026-10-30
IFP Advisors, Inc
INCREASED1,4291,357+72+5%$47.8K$49.7K+$1.9K2026-10-16
Nfsg Corp
NEW1,160—+1,160——$40.4K—2026-10-15
Financial Perspectives, Inc
DECREASED1,0001,145-145-13%$40.3K$34.8K-$5.5K2026-11-03
CoreCap Advisors, LLC
INCREASED793602+191+32%$21.2K$27.6K+$6.4K2026-10-08
Caldwell Trust Co
NEW459—+459——$16.0K—2026-10-30
Rossby Financial, LCC
INCREASED412355+57+16%$12.5K$14.3K+$1.8K2026-11-05
Creative Financial Designs Inc
NEW260—+260——$9.1K—2026-11-04
Central Trust Co
UNCHANGED20720700%$7.3K$7.2K-$892026-11-05
EverSource Wealth Advisors, LLC
INCREASED1467+139+1986%$264$5.1K+$4.8K2026-11-04
VestGen Advisors, LLC
CLOSED018,183-18,183-100%$640.8K$0-$640.8K2026-10-27
Advisor Resource Council
CLOSED07,527-7,527-100%$265.3K$0-$265.3K2026-11-05
Wealthcare Capital Partners, LLC
CLOSED06,047-6,047-100%$213.1K$0-$213.1K2026-10-21
PNC Financial Services Group, Inc.
CLOSED02,077-2,077-100%$73.2K$0-$73.2K2026-11-06
Wellington Grp LLC
CLOSED01,175-1,175-100%$35.8K$0-$35.8K2026-11-06
CX Institutional
CLOSED0107-107-100%$4$0-$42026-10-02
AdvisorNet Financial, Inc
CLOSED017-17-100%$601$0-$6012026-10-15
Envestnet Asset Management Inc
N/A—14,953,044-14,953,044-100%$526.9M———
Capital Group Private Client Services, Inc.
N/A—8,369,362-8,369,362-100%$294.9M———
Capital International Investors
N/A—8,303,169-8,303,169-100%$292.6M———
Wells Fargo & Company
N/A—5,675,954-5,675,954-100%$200.0M———
Cetera Investment Advisers
N/A—3,382,673-3,382,673-100%$119.2M———
MML Investors Services, LLC
N/A—1,866,016-1,866,016-100%$65.8M———
Benjamin Edwards Inc
N/A—1,490,362-1,490,362-100%$52.5M———
Royal Bank of Canada
N/A—1,297,153-1,297,153-100%$45.7M———
Janney Montgomery Scott LLC
N/A—1,240,110-1,240,110-100%$43.7M———
Osaic Holdings, Inc.
N/A—1,107,314-1,107,314-100%$39.0M———
NewEdge Advisors, LLC
N/A—957,504-957,504-100%$33.7M———
Vestmark Advisory Solutions, Inc.
N/A—916,929-916,929-100%$32.3M———
&partners
N/A—792,699-792,699-100%$28.0M———
Raymond James Financial Inc
N/A—783,191-783,191-100%$27.6M———
Compton Financial Group, LLC
N/A—636,441-636,441-100%$22.4M———
Panoramic Capital Partners, LLC
N/A—502,212-502,212-100%$17.7M———
Stifel Financial Corp
N/A—458,925-458,925-100%$16.2M———
Jones Financial Companies Lllp
N/A—438,265-438,265-100%$15.0M———
Orion Porfolio Solutions, LLC
N/A—436,166-436,166-100%$15.4M———
Smartleaf Asset Management LLC
N/A—394,290-394,290-100%$13.7M———
Susquehanna International Group, LLP
N/A—369,296-369,296-100%$13.0M———
Jane Street Group, LLC
N/A—349,852-349,852-100%$12.3M———
Envestnet Portfolio Solutions, Inc.
N/A—341,123-341,123-100%$12.0M———
Stephens Inc
N/A—312,106-312,106-100%$11.0M———
Principal Securities, Inc.
N/A—287,045-287,045-100%$10.1M———
Kintra Wealth, LLC
N/A—285,637-285,637-100%$10.3M———
Private Advisor Group, LLC
N/A—238,292-238,292-100%$8.4M———
Harbour Investments, Inc.
N/A—232,702-232,702-100%$8.2M———
Gateway Wealth Partners, LLC
N/A—232,465-232,465-100%$8.2M———
Stratos Wealth Partners, Ltd.
N/A—198,272-198,272-100%$7.0M———
Cary Street Partners Financial LLC
N/A—176,904-176,904-100%$6.2M———
UBS Asset Management Americas LLC
N/A—173,741-173,741-100%$6.1M———
GTS Securities LLC
N/A—169,793-169,793-100%$6.0M———
Citadel Advisors LLC
N/A—163,775-163,775-100%$5.8M———
Elequin Capital, LP
N/A—155,662-155,662-100%$5.5M———
Old Mission Capital LLC
N/A—151,601-151,601-100%$5.3M———
Great Valley Advisor Group, Inc.
N/A—145,392-145,392-100%$5.1M———
Integrated Wealth Concepts LLC
N/A—137,264-137,264-100%$4.8M———
Hopwood Nicholas Hunter
N/A—132,891-132,891-100%$4.7M———
Flow Traders U.S. LLC
N/A—122,663-122,663-100%$4.3M———
Bank of America Corp
N/A—115,656-115,656-100%$4.1M———
Thoroughbred Financial Services, LLC
N/A—99,036-99,036-100%$3.5M———
Capital Analysts, LLC
N/A—89,985-89,985-100%$3.2M———
Capital Investment Management, Inc.
N/A—72,711-72,711-100%$2.6M———
Mutual Advisors, LLC
N/A—72,085-72,085-100%$2.5M———
Bank of Montreal
N/A—65,517-65,517-100%$2.3M———
HighPoint Advisor Group LLC
N/A—64,811-64,811-100%$2.3M———
Transamerica Financial Advisors, LLC
N/A—63,759-63,759-100%$2.2M———
Geneos Wealth Management Inc.
N/A—63,280-63,280-100%$2.2M———
World Investment Advisors
N/A—52,820-52,820-100%$1.6M———
Captrust Financial Advisors
N/A—49,880-49,880-100%$1.8M———
Advyzon Investment Management, LLC
N/A—41,183-41,183-100%$1.5M———
Vantus Wealth LLC
N/A—39,160-39,160-100%$1.4M———
GWN Securities Inc.
N/A—35,396-35,396-100%$1.2M———
Natixis Advisors, LLC
N/A—30,576-30,576-100%$1.1M———
IFG Advisory, LLC
N/A—26,853-26,853-100%$946.3K———
Equitable Holdings, Inc.
N/A—21,988-21,988-100%$774.9K———
Ameritas Advisory Services, LLC
N/A—21,665-21,665-100%$763.5K———
Silver OAK Securities, Incorporated
N/A—18,138-18,138-100%$639.2K———
Global Retirement Partners, LLC
N/A—17,326-17,326-100%$610.6K———
Northwestern Mutual Wealth Management Co
N/A—16,664-16,664-100%$587.2K———
VestGen Investment Management
N/A—15,864-15,864-100%$559.0K———
Ausdal Financial Partners, Inc.
N/A—15,434-15,434-100%$543.9K———
Bleakley Financial Group, LLC
N/A—12,538-12,538-100%$441.8K———
OneDigital Investment Advisors LLC
N/A—12,015-12,015-100%$423.4K———
Goldman Sachs Group Inc
N/A—11,063-11,063-100%$389.9K———
Sittner & Nelson, LLC
N/A—10,469-10,469-100%$368.9K———
Vermillion & White Wealth Management Group, LLC
N/A—10,013-10,013-100%$352.9K———
GeoWealth Management, LLC
N/A—9,951-9,951-100%$350.7K———
JPMorgan Chase & Co
N/A—9,949-9,949-100%$346.9K———
LaSalle St. Investment Advisors, LLC
N/A—9,350-9,350-100%$329.5K———
Mercer Global Advisors Inc
N/A—8,724-8,724-100%$307.4K———
Stonebridge Financial Group, LLC / MO
N/A—7,657-7,657-100%$269.8K———
Mayflower Financial Advisors, LLC
N/A—7,567-7,567-100%$266.7K———
Mariner, LLC
N/A—6,961-6,961-100%$245.3K———
Scotia Capital Inc.
N/A—6,061-6,061-100%$213.6K———
Huntington National Bank
N/A—4,904-4,904-100%$172.8K———
Colonial Trust Co / SC
N/A—4,122-4,122-100%$143.7K———
Morgan Stanley
N/A—3,573-3,573-100%$125.9K———
Steward Partners Investment Advisory, LLC
N/A—3,120-3,120-100%$109.9K———
Synergy Investment Management, LLC
N/A—2,500-2,500-100%$88.1K———
Rothschild Investment LLC
N/A—1,220-1,220-100%$43.0K———
Ameriflex Group, Inc.
N/A—839-839-100%$29.6K———
Vision Retirement, LLC
N/A—752-752-100%$26.5K———
Fiduciary Financial Advisors
N/A—393-393-100%$13.8K———
ST Germain D J Co Inc
N/A—288-288-100%$10.1K———
Continuum Advisory, LLC
N/A—171-171-100%$6.0K———
Arax Advisory Partners
N/A—108-108-100%$3.8K———
Showing 200 of 200 institutions