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C&S Real Estate Active ETF (CSRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Compound Planning, Inc.
INCREASED
Shares899,809 from 852,343
Change+47,466 (+6%)
Value$24.0M (-$164.6K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares672,265 from 430,658
Change+241,607 (+56%)
Value$17.9M (+$5.7M)
Filed 2026-10-28
Exchange Traded Concepts, LLC
INCREASED
Shares448,677 from 401,098
Change+47,579 (+12%)
Value$12.0M (+$596.5K)
Filed 2026-10-28
Nixon Peabody Trust Co
INCREASED
Shares424,446 from 417,073
Change+7,373 (+2%)
Value$11.3M (-$503.8K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares361,704 from 282,576
Change+79,128 (+28%)
Value$9.7M (+$1.6M)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares329,139 from 226,267
Change+102,872 (+45%)
Value$8.8M (+$2.4M)
Filed 2026-11-03
New England Capital Financial Advisors LLC
INCREASED
Shares253,306 from 251,152
Change+2,154 (+1%)
Value$6.8M (-$364.4K)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares200,793 from 191,597
Change+9,196 (+5%)
Value$5.4M (-$76.4K)
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares195,879 from 190,127
Change+5,752 (+3%)
Value$5.2M (-$165.8K)
Filed 2026-11-04
Able Financial Group, LLC
INCREASED
Shares185,473 from 135,945
Change+49,528 (+36%)
Value$5.0M (+$1.1M)
Filed 2026-10-14
Veracity Capital LLC
INCREASED
Shares185,339 from 174,237
Change+11,102 (+6%)
Value$4.9M (+$3.7K)
Filed 2026-10-08
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares179,380 from 169,605
Change+9,775 (+6%)
Value$4.8M (-$24.0K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares159,144 from 135,030
Change+24,114 (+18%)
Value$4.2M (+$417.0K)
Filed 2026-11-02
LPL Financial LLC
NEW
Shares149,438
Change+149,438
Value$4.0M
Filed 2026-11-06
Blume Capital Management, Inc.
DECREASED
Shares112,373 from 115,141
Change-2,768 (-2%)
Value$3.0M (-$267.3K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares107,201 from 35,673
Change+71,528 (+201%)
Value$2.9M (+$1.9M)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares104,582 from 98,064
Change+6,518 (+7%)
Value$2.8M (+$9.3K)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares102,470 from 44,483
Change+57,987 (+130%)
Value$2.7M (+$1.5M)
Filed 2026-11-05
William Mack & Associates, Inc.
INCREASED
Shares101,413 from 90,804
Change+10,609 (+12%)
Value$2.7M (+$130.7K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares94,295 from 90,917
Change+3,378 (+4%)
Value$2.5M (-$62.6K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares91,043 from 56,537
Change+34,506 (+61%)
Value$2.4M (+$826.3K)
Filed 2026-10-26
Thrivent Financial for Lutherans
NEW
Shares85,433
Change+85,433
Value$2.3M
Filed 2026-11-05
Quantum Financial Planning Services, Inc.
INCREASED
Shares82,832 from 20,207
Change+62,625 (+310%)
Value$2.2M (+$1.6M)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares81,286 from 78,546
Change+2,740 (+3%)
Value$2.2M (-$58.8K)
Filed 2026-10-02
Mills Wealth Advisors LLC
INCREASED
Shares68,854 from 40,366
Change+28,488 (+71%)
Value$1.8M (+$692.8K)
Filed 2026-10-22
Freedom Financial Partners LLC
INCREASED
Shares67,468 from 56,338
Change+11,130 (+20%)
Value$1.8M (+$202.5K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares63,348 from 46,610
Change+16,738 (+36%)
Value$1.7M (+$368.6K)
Filed 2026-10-16
Integrated Advisors Network LLC
NEW
Shares43,740
Change+43,740
Value$1.2M
Filed 2026-10-20
PCA Investment Advisory Services Inc.
INCREASED
Shares41,158 from 25,975
Change+15,183 (+58%)
Value$1.1M (+$361.8K)
Filed 2026-10-13
Clayton Financial Group LLC
INCREASED
Shares40,177 from 27,488
Change+12,689 (+46%)
Value$1.1M (+$292.6K)
Filed 2026-10-13
Red Mountain Financial, LLC
INCREASED
Shares39,076 from 38,153
Change+923 (+2%)
Value$1.0M (-$39.5K)
Filed 2026-11-03
Bourgeon Capital Management LLC
DECREASED
Shares35,101 from 37,304
Change-2,203 (-6%)
Value$937.2K (-$121.5K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares34,437 from 32,681
Change+1,756 (+5%)
Value$919.5K (-$8.0K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
NEW
Shares30,987
Change+30,987
Value$826.7K
Filed 2026-10-13
Creative Planning
INCREASED
Shares30,513 from 17,750
Change+12,763 (+72%)
Value$814.7K (+$311.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares26,807 from 5,303
Change+21,504 (+406%)
Value$715.7K (+$565.2K)
Filed 2026-10-08
Syntegra Private Wealth Group, LLC
NEW
Shares26,448
Change+26,448
Value$706.2K
Filed 2026-10-13
MBE Wealth Management, LLC
INCREASED
Shares25,698 from 24,404
Change+1,294 (+5%)
Value$686.1K (-$6.5K)
Filed 2026-10-26
Ballew Advisors, Inc
NEW
Shares24,937
Change+24,937
Value$666.1K
Filed 2026-10-05
Kestra Private Wealth Services, LLC
INCREASED
Shares23,973 from 23,770
Change+203 (+1%)
Value$640.1K (-$34.5K)
Filed 2026-11-06
Alchemi Wealth, LLC
DECREASED
Shares22,515 from 23,467
Change-952 (-4%)
Value$601.2K (-$64.8K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares22,363 from 20,873
Change+1,490 (+7%)
Value$597.1K (+$4.7K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares21,544 from 22,145
Change-601 (-3%)
Value$575.2K (-$53.3K)
Filed 2026-10-15
Apollon Financial, LLC
INCREASED
Shares21,119 from 18,463
Change+2,656 (+14%)
Value$563.9K (+$39.9K)
Filed 2026-10-23
NWF Advisory Services Inc.
UNCHANGED
Shares19,846 from 19,846
Change0 (0%)
Value$529.9K (-$33.3K)
Filed 2026-10-19
Sterling Financial Planning, Inc.
INCREASED
Shares19,634 from 18,093
Change+1,541 (+9%)
Value$524.2K (+$10.7K)
Filed 2026-10-28
Bill Few Associates, Inc.
INCREASED
Shares15,421 from 11,051
Change+4,370 (+40%)
Value$411.7K (+$98.1K)
Filed 2026-10-09
Krilogy Financial LLC
INCREASED
Shares13,400 from 13,360
Change+40 (+0%)
Value$367.2K (-$12.0K)
Filed 2026-10-13
Walleye Partners, LLC
INCREASED
Shares12,935 from 10,690
Change+2,245 (+21%)
Value$345.4K (+$42.0K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares11,220 from 9,654
Change+1,566 (+16%)
Value$299.6K (+$25.6K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares10,778 from 11,370
Change-592 (-5%)
Value$287.8K (-$34.9K)
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares10,333 from 12,878
Change-2,545 (-20%)
Value$275.9K (-$89.6K)
Filed 2026-10-21
Sheets Smith Wealth Management
NEW
Shares9,127
Change+9,127
Value$243.7K
Filed 2026-10-16
Anchor Capital Advisors LLC
NEW
Shares8,515
Change+8,515
Value$227.4K
Filed 2026-11-05
Sunpointe, LLC
NEW
Shares8,247
Change+8,247
Value$220.2K
Filed 2026-10-22
Independence Asset Advisors, LLC
NEW
Shares8,118
Change+8,118
Value$216.7K
Filed 2026-10-23
Financial Management Network Inc
INCREASED
Shares8,087 from 7,707
Change+380 (+5%)
Value$216.0K (-$11.1K)
Filed 2026-10-09
Parkside Financial Bank & Trust
UNCHANGED
Shares5,437 from 5,437
Change0 (0%)
Value$145.2K (+$145.2K)
Filed 2026-10-27
IFS Advisors, LLC
NEW
Shares5,408
Change+5,408
Value$144.4K
Filed 2026-10-14
US Bancorp \de\
NEW
Shares4,400
Change+4,400
Value$117.5K
Filed 2026-11-05
Cordgrass Capital Advisors, LLC
INCREASED
Shares3,654 from 2,907
Change+747 (+26%)
Value$97.6K (+$15.1K)
Filed 2026-10-30
1620 Investment Advisors, Inc.
DECREASED
Shares2,825 from 2,858
Change-33 (-1%)
Value$75.4K (-$5.7K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares52
Change+52
Value$1.4K
Filed 2026-10-27
Arbor Capital Management Inc
CLOSED
Shares0 from 33,695
Change-33,695 (-100%)
Value$0 (-$995.9K)
Filed 2026-10-21
Providence First Trust Co
CLOSED
Shares0 from 19,949
Change-19,949 (-100%)
Value$0 (-$566.2K)
Filed 2026-11-02
LJI Wealth Management, LLC
CLOSED
Shares0 from 7,620
Change-7,620 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-28
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,031,995
Change-1,031,995 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 878,492
Change-878,492 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 715,277
Change-715,277 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 675,711
Change-675,711 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 593,307
Change-593,307 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 571,512
Change-571,512 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 470,837
Change-470,837 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 394,362
Change-394,362 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 372,254
Change-372,254 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 341,653
Change-341,653 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 311,247
Change-311,247 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 289,556
Change-289,556 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 225,972
Change-225,972 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 209,272
Change-209,272 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 176,295
Change-176,295 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 156,128
Change-156,128 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 149,053
Change-149,053 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 110,573
Change-110,573 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 91,071
Change-91,071 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 84,015
Change-84,015 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 68,119
Change-68,119 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 65,240
Change-65,240 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 64,200
Change-64,200 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 45,607
Change-45,607 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 42,880
Change-42,880 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 33,681
Change-33,681 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 24,843
Change-24,843 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 21,448
Change-21,448 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 17,750
Change-17,750 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 17,565
Change-17,565 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,468
Change-7,468 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,021
Change-7,021 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
Compound Planning, Inc.
INCREASED899,809852,343+47,466+6%$24.2M$24.0M-$164.6K2026-11-05
D.A. Davidson & Co.
INCREASED672,265430,658+241,607+56%$12.2M$17.9M+$5.7M2026-10-28
Exchange Traded Concepts, LLC
INCREASED448,677401,098+47,579+12%$11.4M$12.0M+$596.5K2026-10-28
Nixon Peabody Trust Co
INCREASED424,446417,073+7,373+2%$11.8M$11.3M-$503.8K2026-10-23
Apollon Wealth Management, LLC
INCREASED361,704282,576+79,128+28%$8.0M$9.7M+$1.6M2026-10-23
RFG Advisory, LLC
INCREASED329,139226,267+102,872+45%$6.4M$8.8M+$2.4M2026-11-03
New England Capital Financial Advisors LLC
INCREASED253,306251,152+2,154+1%$7.1M$6.8M-$364.4K2026-11-03
United Advisor Group, LLC
INCREASED200,793191,597+9,196+5%$5.4M$5.4M-$76.4K2026-11-03
Visionary Wealth Advisors
INCREASED195,879190,127+5,752+3%$5.4M$5.2M-$165.8K2026-11-04
Able Financial Group, LLC
INCREASED185,473135,945+49,528+36%$3.9M$5.0M+$1.1M2026-10-14
Veracity Capital LLC
INCREASED185,339174,237+11,102+6%$4.9M$4.9M+$3.7K2026-10-08
RFG - Bristol Wealth Advisors, LLC
INCREASED179,380169,605+9,775+6%$4.8M$4.8M-$24.0K2026-10-09
Commonwealth Equity Services, LLC
INCREASED159,144135,030+24,114+18%$3.8M$4.2M+$417.0K2026-11-02
LPL Financial LLC
NEW149,438—+149,438——$4.0M—2026-11-06
Blume Capital Management, Inc.
DECREASED112,373115,141-2,768-2%$3.3M$3.0M-$267.3K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED107,20135,673+71,528+201%$1.0M$2.9M+$1.9M2026-11-02
Valeo Financial Advisors, LLC
INCREASED104,58298,064+6,518+7%$2.8M$2.8M+$9.3K2026-10-08
Bank of New York Mellon Corp
INCREASED102,47044,483+57,987+130%$1.3M$2.7M+$1.5M2026-11-05
William Mack & Associates, Inc.
INCREASED101,41390,804+10,609+12%$2.6M$2.7M+$130.7K2026-10-27
Daymark Wealth Partners, LLC
INCREASED94,29590,917+3,378+4%$2.6M$2.5M-$62.6K2026-11-04
Oppenheimer & Co Inc
INCREASED91,04356,537+34,506+61%$1.6M$2.4M+$826.3K2026-10-26
Thrivent Financial for Lutherans
NEW85,433—+85,433——$2.3M—2026-11-05
Quantum Financial Planning Services, Inc.
INCREASED82,83220,207+62,625+310%$573.5K$2.2M+$1.6M2026-10-14
Planning Strategies Inc.
INCREASED81,28678,546+2,740+3%$2.2M$2.2M-$58.8K2026-10-02
Mills Wealth Advisors LLC
INCREASED68,85440,366+28,488+71%$1.1M$1.8M+$692.8K2026-10-22
Freedom Financial Partners LLC
INCREASED67,46856,338+11,130+20%$1.6M$1.8M+$202.5K2026-10-19
IFP Advisors, Inc
INCREASED63,34846,610+16,738+36%$1.3M$1.7M+$368.6K2026-10-16
Integrated Advisors Network LLC
NEW43,740—+43,740——$1.2M—2026-10-20
PCA Investment Advisory Services Inc.
INCREASED41,15825,975+15,183+58%$737.2K$1.1M+$361.8K2026-10-13
Clayton Financial Group LLC
INCREASED40,17727,488+12,689+46%$780.1K$1.1M+$292.6K2026-10-13
Red Mountain Financial, LLC
INCREASED39,07638,153+923+2%$1.1M$1.0M-$39.5K2026-11-03
Bourgeon Capital Management LLC
DECREASED35,10137,304-2,203-6%$1.1M$937.2K-$121.5K2026-10-19
HBW Advisory Services LLC
INCREASED34,43732,681+1,756+5%$927.5K$919.5K-$8.0K2026-10-15
Wealth Enhancement Advisory Services, LLC
NEW30,987—+30,987——$826.7K—2026-10-13
Creative Planning
INCREASED30,51317,750+12,763+72%$503.7K$814.7K+$311.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED26,8075,303+21,504+406%$150.5K$715.7K+$565.2K2026-10-08
Syntegra Private Wealth Group, LLC
NEW26,448—+26,448——$706.2K—2026-10-13
MBE Wealth Management, LLC
INCREASED25,69824,404+1,294+5%$692.6K$686.1K-$6.5K2026-10-26
Ballew Advisors, Inc
NEW24,937—+24,937——$666.1K—2026-10-05
Kestra Private Wealth Services, LLC
INCREASED23,97323,770+203+1%$674.6K$640.1K-$34.5K2026-11-06
Alchemi Wealth, LLC
DECREASED22,51523,467-952-4%$666.0K$601.2K-$64.8K2026-11-04
Clearstead Advisors, LLC
INCREASED22,36320,873+1,490+7%$592.4K$597.1K+$4.7K2026-11-06
Atria Investments, Inc
DECREASED21,54422,145-601-3%$628.5K$575.2K-$53.3K2026-10-15
Apollon Financial, LLC
INCREASED21,11918,463+2,656+14%$524.0K$563.9K+$39.9K2026-10-23
NWF Advisory Services Inc.
UNCHANGED19,84619,84600%$563.2K$529.9K-$33.3K2026-10-19
Sterling Financial Planning, Inc.
INCREASED19,63418,093+1,541+9%$513.5K$524.2K+$10.7K2026-10-28
Bill Few Associates, Inc.
INCREASED15,42111,051+4,370+40%$313.6K$411.7K+$98.1K2026-10-09
Krilogy Financial LLC
INCREASED13,40013,360+40+0%$379.2K$367.2K-$12.0K2026-10-13
Walleye Partners, LLC
INCREASED12,93510,690+2,245+21%$303.4K$345.4K+$42.0K2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED11,2209,654+1,566+16%$274.0K$299.6K+$25.6K2026-10-20
Fifth Third Bancorp
DECREASED10,77811,370-592-5%$322.7K$287.8K-$34.9K2026-11-05
Ellis Investment Partners, LLC
DECREASED10,33312,878-2,545-20%$365.5K$275.9K-$89.6K2026-10-21
Sheets Smith Wealth Management
NEW9,127—+9,127——$243.7K—2026-10-16
Anchor Capital Advisors LLC
NEW8,515—+8,515——$227.4K—2026-11-05
Sunpointe, LLC
NEW8,247—+8,247——$220.2K—2026-10-22
Independence Asset Advisors, LLC
NEW8,118—+8,118——$216.7K—2026-10-23
Financial Management Network Inc
INCREASED8,0877,707+380+5%$227.1K$216.0K-$11.1K2026-10-09
Parkside Financial Bank & Trust
UNCHANGED5,4375,43700%$0$145.2K+$145.2K2026-10-27
IFS Advisors, LLC
NEW5,408—+5,408——$144.4K—2026-10-14
US Bancorp \de\
NEW4,400—+4,400——$117.5K—2026-11-05
Cordgrass Capital Advisors, LLC
INCREASED3,6542,907+747+26%$82.5K$97.6K+$15.1K2026-10-30
1620 Investment Advisors, Inc.
DECREASED2,8252,858-33-1%$81.1K$75.4K-$5.7K2026-11-04
Cassaday & Co Wealth Management LLC
NEW52—+52——$1.4K—2026-10-27
Arbor Capital Management Inc
CLOSED033,695-33,695-100%$995.9K$0-$995.9K2026-10-21
Providence First Trust Co
CLOSED019,949-19,949-100%$566.2K$0-$566.2K2026-11-02
LJI Wealth Management, LLC
CLOSED07,620-7,620-100%$216.2K$0-$216.2K2026-10-28
Northwestern Mutual Wealth Management Co
N/A—1,031,995-1,031,995-100%$29.3M———
Raymond James Financial Inc
N/A—878,492-878,492-100%$24.9M———
Royal Bank of Canada
N/A—715,277-715,277-100%$20.3M———
Bank of America Corp
N/A—675,711-675,711-100%$19.2M———
First Foundation Advisors
N/A—593,307-593,307-100%$16.8M———
Benjamin Edwards Inc
N/A—571,512-571,512-100%$16.2M———
Private Wealth Asset Management, LLC
N/A—470,837-470,837-100%$13.4M———
Capital Analysts, LLC
N/A—394,362-394,362-100%$11.2M———
Osaic Holdings, Inc.
N/A—372,254-372,254-100%$10.6M———
HighTower Advisors, LLC
N/A—341,653-341,653-100%$9.7M———
SK Wealth Management, LLC
N/A—311,247-311,247-100%$8.9M———
Sanctuary Advisors, LLC
N/A—289,556-289,556-100%$8.2M———
Envestnet Asset Management Inc
N/A—225,972-225,972-100%$6.4M———
Ascension Capital Advisors, Inc.
N/A—209,272-209,272-100%$5.9M———
Integrity Financial Corp
N/A—176,295-176,295-100%$5.0M———
Mariner, LLC
N/A—156,128-156,128-100%$4.4M———
Susquehanna International Group, LLP
N/A—149,053-149,053-100%$4.2M———
Janney Montgomery Scott LLC
N/A—110,573-110,573-100%$3.1M———
HHM Wealth Advisors, LLC
N/A—91,071-91,071-100%$2.6M———
Jane Street Group, LLC
N/A—84,015-84,015-100%$2.4M———
Beacon Pointe Advisors, LLC
N/A—68,119-68,119-100%$1.9M———
Dakota Wealth Management
N/A—65,240-65,240-100%$1.9M———
Oak Wealth Advisors LLC
N/A—64,200-64,200-100%$1.8M———
Citadel Advisors LLC
N/A—45,607-45,607-100%$1.3M———
Sittner & Nelson, LLC
N/A—42,880-42,880-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—33,681-33,681-100%$955.9K———
Tevis Investment Management
N/A—24,843-24,843-100%$705.0K———
Stifel Financial Corp
N/A—21,448-21,448-100%$608.7K———
SageView Advisory Group, LLC
N/A—17,750-17,750-100%$503.7K———
Maridea Wealth Management LLC
N/A—17,565-17,565-100%$498.5K———
Virtu Financial LLC
N/A—9,007-9,007-100%$256.0K———
Essex Financial Services, Inc.
N/A—7,468-7,468-100%$212.0K———
Steward Partners Investment Advisory, LLC
N/A—7,021-7,021-100%$199.3K———
Morgan Stanley
N/A—2,001-2,001-100%$56.8K———
BFC Planning, Inc.
N/A—900-900-100%$25.5K———
Global Retirement Partners, LLC
N/A—692-692-100%$19.6K———
Lavaca Capital LLC
N/A—439-439-100%$12.5K———
Bessemer Group Inc
N/A—400-400-100%$11———
O'shaughnessy Asset Management, LLC
N/A—312-312-100%$8.9K———
Jones Financial Companies Lllp
N/A—200-200-100%$5.8K———
Showing 106 of 106 institutions