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Bahl & Gaynor Inc Growth ETF (BGIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares563,778 from 570,340
Change-6,562 (-1%)
Value$19.8M (-$647.1K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares513,103 from 522,151
Change-9,048 (-2%)
Value$18.0M (-$699.3K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares388,724 from 421,298
Change-32,574 (-8%)
Value$13.7M (-$1.5M)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares120,712 from 119,446
Change+1,266 (+1%)
Value$4.2M (-$42.7K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares112,227 from 132,372
Change-20,145 (-15%)
Value$3.9M (-$805.0K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares99,045 from 81,767
Change+17,278 (+21%)
Value$3.5M (+$547.0K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
DECREASED
Shares71,595 from 75,567
Change-3,972 (-5%)
Value$2.5M (-$194.8K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares64,516 from 60,472
Change+4,044 (+7%)
Value$2.3M (+$98.0K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares59,980 from 65,525
Change-5,545 (-8%)
Value$2.1M (-$242.8K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares55,601 from 49,927
Change+5,674 (+11%)
Value$2.0M (+$163.0K)
Filed 2026-11-06
Gryphon Financial Partners LLC
DECREASED
Shares55,366 from 61,547
Change-6,181 (-10%)
Value$1.9M (-$262.3K)
Filed 2026-11-04
Heritage Wealth Management, Inc.
UNCHANGED
Shares54,002 from 54,002
Change0 (0%)
Value$1.9M (-$39.4K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares53,411 from 52,797
Change+614 (+1%)
Value$1.9M (-$17.0K)
Filed 2026-11-05
Americana Partners, LLC
NEW
Shares44,251
Change+44,251
Value$1.6M
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares27,859 from 39,233
Change-11,374 (-29%)
Value$979.5K (-$428.5K)
Filed 2026-11-02
Intrua Financial, LLC
INCREASED
Shares27,465 from 27,313
Change+152 (+1%)
Value$965.7K (-$14.6K)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares24,428 from 6,702
Change+17,726 (+264%)
Value$858.9K (+$618.3K)
Filed 2026-10-26
Well Done, LLC
DECREASED
Shares23,208 from 26,020
Change-2,812 (-11%)
Value$816.0K (-$117.9K)
Filed 2026-10-20
Moors & Cabot, Inc.
DECREASED
Shares23,196 from 25,947
Change-2,751 (-11%)
Value$815.6K (-$115.7K)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares14,454
Change+14,454
Value$508.2K
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares13,593 from 13,535
Change+58 (+0%)
Value$477.9K (-$7.8K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares13,489 from 15,118
Change-1,629 (-11%)
Value$474.3K (-$68.3K)
Filed 2026-11-05
Independent Financial Group, LLC
UNCHANGED
Shares11,625 from 11,625
Change0 (0%)
Value$408.7K (-$8.5K)
Filed 2026-10-13
PUREfi Wealth, LLC
UNCHANGED
Shares10,855 from 10,855
Change0 (0%)
Value$381.7K (-$7.9K)
Filed 2026-10-19
HB Wealth Management, LLC
DECREASED
Shares9,877 from 17,674
Change-7,797 (-44%)
Value$347.3K (-$287.1K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares9,662 from 6,226
Change+3,436 (+55%)
Value$339.7K (+$116.3K)
Filed 2026-11-02
Flavin Financial Services, Inc.
UNCHANGED
Shares9,618 from 9,618
Change0 (0%)
Value$338.2K (-$7.0K)
Filed 2026-10-21
TruNorth Capital Management, LLC
DECREASED
Shares9,527 from 11,186
Change-1,659 (-15%)
Value$335.0K (-$66.5K)
Filed 2026-10-14
Old Mission Investment Co LLC
UNCHANGED
Shares8,973 from 8,973
Change0 (0%)
Value$316.0K (-$6.5K)
Filed 2026-10-22
Uniting Wealth Partners, LLC
UNCHANGED
Shares8,859 from 8,859
Change0 (0%)
Value$312.0K (-$6.5K)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares8,407 from 8,994
Change-587 (-7%)
Value$312.5K (-$10.3K)
Filed 2026-11-04
International Assets Investment Management, LLC
UNCHANGED
Shares8,155 from 8,155
Change0 (0%)
Value$287.4K (-$3.8K)
Filed 2026-11-02
Northern Lights Advisors, Inc.
UNCHANGED
Shares7,841 from 7,841
Change0 (0%)
Value$275.7K (-$5.7K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
NEW
Shares7,400
Change+7,400
Value$260.2K
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares6,973 from 7,424
Change-451 (-6%)
Value$245.2K (-$21.3K)
Filed 2026-11-04
EdgeRock Capital LLC
NEW
Shares6,755
Change+6,755
Value$237.5K
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares6,532 from 6,532
Change0 (0%)
Value$230.0K (-$4.4K)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares6,344 from 6,344
Change0 (0%)
Value$223.1K (-$4.6K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares5,927 from 5,927
Change0 (0%)
Value$208.4K (-$4.3K)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares5,564 from 5,564
Change0 (0%)
Value$199.7K ($0)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares3,619 from 1,809
Change+1,810 (+100%)
Value$127.2K (+$62.3K)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares2,471 from 2,471
Change0 (0%)
Value$86.9K (-$1.8K)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$74.9K (-$1.6K)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$70.7K (-$1.5K)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$45.2K (-$936)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares754 from 753
Change+1 (+0%)
Value$26.5K (-$506)
Filed 2026-10-08
Networth Advisors, LLC
INCREASED
Shares539 from 537
Change+2 (+0%)
Value$19.0K (-$311)
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$17.5K (-$364)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$12.6K (-$262)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$12.1K (-$251)
Filed 2026-10-30
DecisionPoint Financial, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$3.4K (-$45)
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$22)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,356
Change-2,356 (-100%)
Value$0 (-$84.5K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,687
Change-1,687 (-100%)
Value$0 (-$60.5K)
Filed 2026-11-06
First Command Advisory Services, Inc.
CLOSED
Shares0 from 836
Change-836 (-100%)
Value$0 (-$30.0K)
Filed 2026-11-05
IFP Advisors, Inc
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$790)
Filed 2026-10-16
Bank of America Corp
N/A
Shares— from 12,470,334
Change-12,470,334 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,827,274
Change-7,827,274 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,278,989
Change-1,278,989 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,117,145
Change-1,117,145 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 922,930
Change-922,930 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 741,400
Change-741,400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 610,386
Change-610,386 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 434,685
Change-434,685 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 381,239
Change-381,239 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 191,680
Change-191,680 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 137,368
Change-137,368 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 107,486
Change-107,486 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 106,299
Change-106,299 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 88,582
Change-88,582 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 77,498
Change-77,498 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 75,331
Change-75,331 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 56,225
Change-56,225 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 52,244
Change-52,244 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 50,163
Change-50,163 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 48,795
Change-48,795 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 44,833
Change-44,833 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,850
Change-39,850 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 31,573
Change-31,573 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 28,334
Change-28,334 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 25,184
Change-25,184 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,585
Change-22,585 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 21,982
Change-21,982 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,156
Change-17,156 (-100%)
Value—
&partners
N/A
Shares— from 16,607
Change-16,607 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,412
Change-15,412 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,782
Change-14,782 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,973
Change-11,973 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 11,862
Change-11,862 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 10,998
Change-10,998 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,786
Change-9,786 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,770
Change-9,770 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 6,894
Change-6,894 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 143
Change-143 (-100%)
Value—
Status
LPL Financial LLC
DECREASED563,778570,340-6,562-1%$20.5M$19.8M-$647.1K2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED513,103522,151-9,048-2%$18.7M$18.0M-$699.3K2026-10-20
Truist Financial Corp
DECREASED388,724421,298-32,574-8%$15.1M$13.7M-$1.5M2026-10-30
US Bancorp \de\
INCREASED120,712119,446+1,266+1%$4.3M$4.2M-$42.7K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED112,227132,372-20,145-15%$4.8M$3.9M-$805.0K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED99,04581,767+17,278+21%$2.9M$3.5M+$547.0K2026-11-02
Tcfg Investment Advisors, LLC
DECREASED71,59575,567-3,972-5%$2.7M$2.5M-$194.8K2026-10-20
D.A. Davidson & Co.
INCREASED64,51660,472+4,044+7%$2.2M$2.3M+$98.0K2026-10-28
MGO One Seven LLC
DECREASED59,98065,525-5,545-8%$2.4M$2.1M-$242.8K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED55,60149,927+5,674+11%$1.8M$2.0M+$163.0K2026-11-06
Gryphon Financial Partners LLC
DECREASED55,36661,547-6,181-10%$2.2M$1.9M-$262.3K2026-11-04
Heritage Wealth Management, Inc.
UNCHANGED54,00254,00200%$1.9M$1.9M-$39.4K2026-10-28
Fifth Third Bancorp
INCREASED53,41152,797+614+1%$1.9M$1.9M-$17.0K2026-11-05
Americana Partners, LLC
NEW44,251—+44,251——$1.6M—2026-10-28
Commonwealth Equity Services, LLC
DECREASED27,85939,233-11,374-29%$1.4M$979.5K-$428.5K2026-11-02
Intrua Financial, LLC
INCREASED27,46527,313+152+1%$980.3K$965.7K-$14.6K2026-10-28
Indivisible Partners
INCREASED24,4286,702+17,726+264%$240.5K$858.9K+$618.3K2026-10-26
Well Done, LLC
DECREASED23,20826,020-2,812-11%$933.9K$816.0K-$117.9K2026-10-20
Moors & Cabot, Inc.
DECREASED23,19625,947-2,751-11%$931.2K$815.6K-$115.7K2026-11-06
Nova Financial LLC
NEW14,454—+14,454——$508.2K—2026-11-04
Daymark Wealth Partners, LLC
INCREASED13,59313,535+58+0%$485.8K$477.9K-$7.8K2026-11-04
Bank of New York Mellon Corp
DECREASED13,48915,118-1,629-11%$542.6K$474.3K-$68.3K2026-11-05
Independent Financial Group, LLC
UNCHANGED11,62511,62500%$417.2K$408.7K-$8.5K2026-10-13
PUREfi Wealth, LLC
UNCHANGED10,85510,85500%$389.6K$381.7K-$7.9K2026-10-19
HB Wealth Management, LLC
DECREASED9,87717,674-7,797-44%$634.3K$347.3K-$287.1K2026-10-23
Creative Planning
INCREASED9,6626,226+3,436+55%$223.4K$339.7K+$116.3K2026-11-02
Flavin Financial Services, Inc.
UNCHANGED9,6189,61800%$345.2K$338.2K-$7.0K2026-10-21
TruNorth Capital Management, LLC
DECREASED9,52711,186-1,659-15%$401.5K$335.0K-$66.5K2026-10-14
Old Mission Investment Co LLC
UNCHANGED8,9738,97300%$322.5K$316.0K-$6.5K2026-10-22
Uniting Wealth Partners, LLC
UNCHANGED8,8598,85900%$318.4K$312.0K-$6.5K2026-11-06
Prospera Financial Services Inc
DECREASED8,4078,994-587-7%$322.8K$312.5K-$10.3K2026-11-04
International Assets Investment Management, LLC
UNCHANGED8,1558,15500%$291.2K$287.4K-$3.8K2026-11-02
Northern Lights Advisors, Inc.
UNCHANGED7,8417,84100%$281.4K$275.7K-$5.7K2026-10-21
B. Riley Wealth Advisors, Inc.
NEW7,400—+7,400——$260.2K—2026-10-13
Cornerstone Wealth Management, LLC
DECREASED6,9737,424-451-6%$266.4K$245.2K-$21.3K2026-11-04
EdgeRock Capital LLC
NEW6,755—+6,755——$237.5K—2026-11-03
Elevation Point Wealth Partners, LLC
UNCHANGED6,5326,53200%$234.5K$230.0K-$4.4K2026-11-05
Fulton Breakefield Broenniman LLC
UNCHANGED6,3446,34400%$227.7K$223.1K-$4.6K2026-11-03
Signature Estate & Investment Advisors LLC
UNCHANGED5,9275,92700%$212.7K$208.4K-$4.3K2026-10-13
Allworth Financial LP
UNCHANGED5,5645,56400%$199.7K$199.7K$02026-11-06
Larson Financial Group LLC
INCREASED3,6191,809+1,810+100%$64.9K$127.2K+$62.3K2026-11-05
Signaturefd, LLC
UNCHANGED2,4712,47100%$88.7K$86.9K-$1.8K2026-10-23
Assetmark, Inc
UNCHANGED2,1302,13000%$76.4K$74.9K-$1.6K2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED2,0102,01000%$72.1K$70.7K-$1.5K2026-10-23
AlphaCore Capital LLC
UNCHANGED1,2851,28500%$46.2K$45.2K-$9362026-11-04
Farther Finance Advisors, LLC
INCREASED754753+1+0%$27.0K$26.5K-$5062026-10-08
Networth Advisors, LLC
INCREASED539537+2+0%$19.3K$19.0K-$3112026-11-03
WPG Advisers, LLC
UNCHANGED49949900%$17.9K$17.5K-$3642026-10-27
Private Trust Co NA
UNCHANGED35835800%$12.8K$12.6K-$2622026-10-20
Provenance Wealth Advisors, LLC
UNCHANGED34434400%$12.3K$12.1K-$2512026-10-30
DecisionPoint Financial, LLC
UNCHANGED969600%$3.4K$3.4K-$452026-10-27
NBH Bank
UNCHANGED303000%$1.1K$1.1K-$222026-11-05
AdvisorNet Financial, Inc
CLOSED02,356-2,356-100%$84.5K$0-$84.5K2026-10-15
Institute for Wealth Management, Llc.
CLOSED01,687-1,687-100%$60.5K$0-$60.5K2026-11-06
First Command Advisory Services, Inc.
CLOSED0836-836-100%$30.0K$0-$30.0K2026-11-05
IFP Advisors, Inc
CLOSED022-22-100%$790$0-$7902026-10-16
Bank of America Corp
N/A—12,470,334-12,470,334-100%$447.6M———
Morgan Stanley
N/A—7,827,274-7,827,274-100%$280.9M———
Raymond James Financial Inc
N/A—1,278,989-1,278,989-100%$45.9M———
UBS Group AG
N/A—1,117,145-1,117,145-100%$40.1M———
Rockefeller Capital Management L.P.
N/A—922,930-922,930-100%$33.1M———
Envestnet Asset Management Inc
N/A—741,400-741,400-100%$26.6M———
Wells Fargo & Company
N/A—610,386-610,386-100%$21.9M———
Royal Bank of Canada
N/A—434,685-434,685-100%$15.6M———
Quantinno Capital Management LP
N/A—381,239-381,239-100%$13.7M———
Sanctuary Advisors, LLC
N/A—191,680-191,680-100%$6.9M———
HighTower Advisors, LLC
N/A—137,368-137,368-100%$4.9M———
Arax Advisory Partners
N/A—107,486-107,486-100%$3.9M———
MML Investors Services, LLC
N/A—106,299-106,299-100%$3.8M———
Stifel Financial Corp
N/A—88,582-88,582-100%$3.2M———
Goldman Sachs Group Inc
N/A—77,498-77,498-100%$2.8M———
Cetera Investment Advisers
N/A—75,331-75,331-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—56,225-56,225-100%$2.0M———
Citadel Advisors LLC
N/A—52,244-52,244-100%$1.9M———
Centric Wealth Management
N/A—50,163-50,163-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—48,795-48,795-100%$1.8M———
Baird Financial Group, Inc.
N/A—44,833-44,833-100%$1.6M———
Captrust Financial Advisors
N/A—39,850-39,850-100%$1.4M———
Marble Wealth, LLC
N/A—31,573-31,573-100%$1.1M———
Janney Montgomery Scott LLC
N/A—28,334-28,334-100%$1.0M———
N.E.W. Advisory Services LLC
N/A—25,184-25,184-100%$903.8K———
Private Advisor Group, LLC
N/A—22,585-22,585-100%$810.6K———
Haverford Trust Co
N/A—21,982-21,982-100%$788.9K———
Arkadios Wealth Advisors
N/A—17,156-17,156-100%$615.7K———
&partners
N/A—16,607-16,607-100%$596.0K———
Stratos Wealth Partners, Ltd.
N/A—15,412-15,412-100%$553.1K———
Osaic Holdings, Inc.
N/A—14,782-14,782-100%$530.5K———
JPMorgan Chase & Co
N/A—11,973-11,973-100%$429.7K———
Vertex Planning Partners, LLC
N/A—11,862-11,862-100%$425.7K———
Lbmc Investment Advisors, LLC
N/A—10,998-10,998-100%$394.7K———
Susquehanna International Group, LLP
N/A—10,370-10,370-100%$372.2K———
FMR LLC
N/A—9,786-9,786-100%$351.2K———
NewEdge Wealth, LLC
N/A—9,770-9,770-100%$350.7K———
Snowden Capital Advisors LLC
N/A—7,119-7,119-100%$255.5K———
Dakota Wealth Management
N/A—6,972-6,972-100%$250.2K———
Kinloch Capital, LLC
N/A—6,894-6,894-100%$247.4K———
Vestmark Advisory Solutions, Inc.
N/A—6,532-6,532-100%$234.4K———
NewEdge Advisors, LLC
N/A—5,853-5,853-100%$210.1K———
Anchor Investment Management, LLC
N/A—3,789-3,789-100%$136.0K———
AE Wealth Management LLC
N/A—2,757-2,757-100%$98.9K———
O'shaughnessy Asset Management, LLC
N/A—1,122-1,122-100%$40.3K———
Aptus Capital Advisors, LLC
N/A—646-646-100%$23.2K———
Bartlett & Co. Wealth Management LLC
N/A—183-183-100%$6.6K———
BFC Planning, Inc.
N/A—143-143-100%$5.1K———
Showing 104 of 104 institutions