Robo Global Artificial Intel (THNQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Portfolio Strategies, Inc.

INCREASED

Shares414,342 from 338,877

Change+75,465 (+22%)

Value$40.2M (+$9.3M)

Filed 2026-11-06

Berkshire Money Management, Inc.

DECREASED

Shares225,864 from 243,260

Change-17,396 (-7%)

Value$21.9M (-$246.4K)

Filed 2026-10-21

LPL Financial LLC

INCREASED

Shares170,255 from 159,216

Change+11,039 (+7%)

Value$16.5M (+$2.0M)

Filed 2026-11-06

Client First Investment Management LLC

NEW

Shares65,541

Change+65,541

Value$6.4M

Filed 2026-10-09

Kestra Advisory Services, LLC

INCREASED

Shares32,593 from 2,581

Change+30,012 (+1163%)

Value$3.2M (+$2.9M)

Filed 2026-11-02

Valley Wealth Managers, Inc.

INCREASED

Shares22,048 from 18,312

Change+3,736 (+20%)

Value$2.1M (+$471.6K)

Filed 2026-10-09

Rhodes Investment Advisors Inc

INCREASED

Shares19,970 from 19,010

Change+960 (+5%)

Value$1.9M (+$206.1K)

Filed 2026-10-07

Q3 Asset Management

DECREASED

Shares19,574 from 28,728

Change-9,154 (-32%)

Value$1.9M (-$719.0K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares16,995 from 12,335

Change+4,660 (+38%)

Value$1.7M (+$550.5K)

Filed 2026-10-13

Vise Technologies, Inc.

INCREASED

Shares16,096 from 2,354

Change+13,742 (+584%)

Value$1.6M (+$1.3M)

Filed 2026-10-29

Commonwealth Equity Services, LLC

INCREASED

Shares14,394 from 13,531

Change+863 (+6%)

Value$1.4M (+$164.2K)

Filed 2026-11-02

Matisse Capital

INCREASED

Shares13,559 from 13,427

Change+132 (+1%)

Value$1.3M (+$92.5K)

Filed 2026-10-29

Clarus Group, Inc.

UNCHANGED

Shares10,227 from 10,227

Change0 (0%)

Value$993.5K (+$60.7K)

Filed 2026-10-21

Truist Financial Corp

DECREASED

Shares7,424 from 7,792

Change-368 (-5%)

Value$721.2K (+$10.5K)

Filed 2026-10-30

Pathway Financial Advisers, LLC

INCREASED

Shares6,708 from 6,025

Change+683 (+11%)

Value$651.7K (+$102.1K)

Filed 2026-10-27

Avior Wealth Management, LLC

NEW

Shares5,275

Change+5,275

Value$512.4K

Filed 2026-10-13

Spire Wealth Management

DECREASED

Shares5,264 from 5,339

Change-75 (-1%)

Value$511.4K (+$24.4K)

Filed 2026-10-30

Concurrent Investment Advisors, LLC

NEW

Shares4,785

Change+4,785

Value$464.9K

Filed 2026-10-16

Twelve Points Wealth Management LLC

DECREASED

Shares4,706 from 4,909

Change-203 (-4%)

Value$405.2K (-$42.6K)

Filed 2026-11-03

Clay Northam Wealth Management, LLC

DECREASED

Shares4,120 from 4,125

Change-5 (0%)

Value$400.2K (+$24.0K)

Filed 2026-10-13

Victory Financial Group, LLC

INCREASED

Shares3,788 from 2,429

Change+1,359 (+56%)

Value$367.9K (+$146.4K)

Filed 2026-10-27

BankChampaign, National Association

DECREASED

Shares3,365 from 3,474

Change-109 (-3%)

Value$326.9K (+$10.0K)

Filed 2026-10-19

Wealth Forward, LLC

UNCHANGED

Shares3,115 from 3,115

Change0 (0%)

Value$302.6K (+$18.5K)

Filed 2026-10-14

Creative Planning

INCREASED

Shares3,034 from 2,644

Change+390 (+15%)

Value$294.7K (+$53.6K)

Filed 2026-11-02

Commerce Advisors, LLC

INCREASED

Shares2,842 from 2,772

Change+70 (+3%)

Value$276.1K (+$23.3K)

Filed 2026-10-19

Valley National Advisers Inc

INCREASED

Shares2,808 from 1,213

Change+1,595 (+131%)

Value$272.8K (+$162.1K)

Filed 2026-10-23

PVG Asset Management Corp

NEW

Shares2,768

Change+2,768

Value$268.9K

Filed 2026-10-19

Strategic Family Wealth Counselors, L.L.C.

UNCHANGED

Shares2,684 from 2,684

Change0 (0%)

Value$260.7K (+$15.9K)

Filed 2026-10-29

MFA Wealth Services

UNCHANGED

Shares2,464 from 2,464

Change0 (0%)

Value$239.4K (+$14.6K)

Filed 2026-10-14

IPG Investment Advisors LLC

UNCHANGED

Shares2,393 from 2,393

Change0 (0%)

Value$232.5K (+$14.2K)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

DECREASED

Shares2,199 from 2,205

Change-6 (0%)

Value$213.6K (+$12.5K)

Filed 2026-11-03

Savant Capital, LLC

NEW

Shares2,103

Change+2,103

Value$204.3K

Filed 2026-11-06

Creative Financial Designs Inc

UNCHANGED

Shares1,101 from 1,101

Change0 (0%)

Value$106.9K (+$6.5K)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares723 from 741

Change-18 (-2%)

Value$70.2K (+$2.6K)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$68.0K (+$4.2K)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares576 from 576

Change0 (0%)

Value$56.0K (+$3.4K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares472 from 370

Change+102 (+28%)

Value$45.9K (+$12.1K)

Filed 2026-11-04

Strategic Advocates LLC

DECREASED

Shares377 from 459

Change-82 (-18%)

Value$36.6K (-$5.2K)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares284 from 284

Change0 (0%)

Value$25.9K ($0)

Filed 2026-11-06

Blue Trust, Inc.

INCREASED

Shares176 from 166

Change+10 (+6%)

Value$17.1K (+$2.0K)

Filed 2026-10-15

Trust Co

UNCHANGED

Shares128 from 128

Change0 (0%)

Value$12.4K (+$759)

Filed 2026-10-09

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$9.7K (+$593)

Filed 2026-10-29

TD Waterhouse Canada Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$9.8K (+$641)

Filed 2026-10-16

GK Wealth Management LLC

NEW

Shares90

Change+90

Value$8.7K

Filed 2026-10-09

Simplex Trading, LLC

INCREASED

Shares82 from 57

Change+25 (+44%)

Value$8.0K (+$2.8K)

Filed 2026-11-04

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

CLOSED

Shares0 from 10,473

Change-10,473 (-100%)

Value$0 (-$955.2K)

Filed 2026-10-27

Financial & Tax Architects, LLC

CLOSED

Shares0 from 5,366

Change-5,366 (-100%)

Value$0 (-$489.4K)

Filed 2026-10-15

Assetmark, Inc

CLOSED

Shares0 from 112

Change-112 (-100%)

Value$0 (-$10.2K)

Filed 2026-10-21

Stone House Investment Management, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$9.1K)

Filed 2026-10-23

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$3.6K)

Filed 2026-11-06

Islay Capital Management, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$365)

Filed 2026-10-20

Signaturefd, LLC

UNCHANGED

Shares0 from 0

Change0

Value$20 (+$1)

Filed 2026-10-23

UBS Group AG

N/A

Shares— from 656,635

Change-656,635 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 66,022

Change-66,022 (-100%)

Value—

Hancock Prospecting Pty Ltd

N/A

Shares— from 49,756

Change-49,756 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 48,108

Change-48,108 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 39,441

Change-39,441 (-100%)

Value—

Element Wealth, LLC

N/A

Shares— from 35,608

Change-35,608 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 28,006

Change-28,006 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 24,358

Change-24,358 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 22,221

Change-22,221 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 19,820

Change-19,820 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 16,721

Change-16,721 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 13,123

Change-13,123 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 11,325

Change-11,325 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 10,227

Change-10,227 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,049

Change-10,049 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,690

Change-9,690 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 9,313

Change-9,313 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,141

Change-9,141 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 7,196

Change-7,196 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 7,067

Change-7,067 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 6,360

Change-6,360 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 5,979

Change-5,979 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,705

Change-5,705 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 5,159

Change-5,159 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,544

Change-4,544 (-100%)

Value—

Fox Hill Wealth Management

N/A

Shares— from 3,900

Change-3,900 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 3,735

Change-3,735 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,477

Change-3,477 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 2,960

Change-2,960 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 2,960

Change-2,960 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 2,942

Change-2,942 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 2,751

Change-2,751 (-100%)

Value—

Redwood Investment Management, LLC

N/A

Shares— from 2,715

Change-2,715 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 2,622

Change-2,622 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,582

Change-2,582 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 2,502

Change-2,502 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 2,395

Change-2,395 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 2,255

Change-2,255 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,557

Change-1,557 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 900

Change-900 (-100%)

Value—

EFG International AG

N/A

Shares— from 850

Change-850 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 750

Change-750 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 662

Change-662 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

FMR LLC

N/A

Shares— from 511

Change-511 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 494

Change-494 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 300

Change-300 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 201

Change-201 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 85

Change-85 (-100%)

Value—

Cordant, Inc.

N/A

Shares— from 40

Change-40 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 36

Change-36 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 31

Change-31 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 14

Change-14 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Portfolio Strategies, Inc.	INCREASED	414,342	338,877	+75,465	+22%	$30.9M	$40.2M	+$9.3M	2026-11-06
Berkshire Money Management, Inc.	DECREASED	225,864	243,260	-17,396	-7%	$22.2M	$21.9M	-$246.4K	2026-10-21
LPL Financial LLC	INCREASED	170,255	159,216	+11,039	+7%	$14.5M	$16.5M	+$2.0M	2026-11-06
Client First Investment Management LLC	NEW	65,541	—	+65,541	—	—	$6.4M	—	2026-10-09
Kestra Advisory Services, LLC	INCREASED	32,593	2,581	+30,012	+1163%	$235.4K	$3.2M	+$2.9M	2026-11-02
Valley Wealth Managers, Inc.	INCREASED	22,048	18,312	+3,736	+20%	$1.7M	$2.1M	+$471.6K	2026-10-09
Rhodes Investment Advisors Inc	INCREASED	19,970	19,010	+960	+5%	$1.7M	$1.9M	+$206.1K	2026-10-07
Q3 Asset Management	DECREASED	19,574	28,728	-9,154	-32%	$2.6M	$1.9M	-$719.0K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	16,995	12,335	+4,660	+38%	$1.1M	$1.7M	+$550.5K	2026-10-13
Vise Technologies, Inc.	INCREASED	16,096	2,354	+13,742	+584%	$214.7K	$1.6M	+$1.3M	2026-10-29
Commonwealth Equity Services, LLC	INCREASED	14,394	13,531	+863	+6%	$1.2M	$1.4M	+$164.2K	2026-11-02
Matisse Capital	INCREASED	13,559	13,427	+132	+1%	$1.2M	$1.3M	+$92.5K	2026-10-29
Clarus Group, Inc.	UNCHANGED	10,227	10,227	0	0%	$932.8K	$993.5K	+$60.7K	2026-10-21
Truist Financial Corp	DECREASED	7,424	7,792	-368	-5%	$710.7K	$721.2K	+$10.5K	2026-10-30
Pathway Financial Advisers, LLC	INCREASED	6,708	6,025	+683	+11%	$549.6K	$651.7K	+$102.1K	2026-10-27
Avior Wealth Management, LLC	NEW	5,275	—	+5,275	—	—	$512.4K	—	2026-10-13
Spire Wealth Management	DECREASED	5,264	5,339	-75	-1%	$487.0K	$511.4K	+$24.4K	2026-10-30
Concurrent Investment Advisors, LLC	NEW	4,785	—	+4,785	—	—	$464.9K	—	2026-10-16
Twelve Points Wealth Management LLC	DECREASED	4,706	4,909	-203	-4%	$447.8K	$405.2K	-$42.6K	2026-11-03
Clay Northam Wealth Management, LLC	DECREASED	4,120	4,125	-5	0%	$376.2K	$400.2K	+$24.0K	2026-10-13
Victory Financial Group, LLC	INCREASED	3,788	2,429	+1,359	+56%	$221.5K	$367.9K	+$146.4K	2026-10-27
BankChampaign, National Association	DECREASED	3,365	3,474	-109	-3%	$316.9K	$326.9K	+$10.0K	2026-10-19
Wealth Forward, LLC	UNCHANGED	3,115	3,115	0	0%	$284.1K	$302.6K	+$18.5K	2026-10-14
Creative Planning	INCREASED	3,034	2,644	+390	+15%	$241.2K	$294.7K	+$53.6K	2026-11-02
Commerce Advisors, LLC	INCREASED	2,842	2,772	+70	+3%	$252.8K	$276.1K	+$23.3K	2026-10-19
Valley National Advisers Inc	INCREASED	2,808	1,213	+1,595	+131%	$110.6K	$272.8K	+$162.1K	2026-10-23
PVG Asset Management Corp	NEW	2,768	—	+2,768	—	—	$268.9K	—	2026-10-19
Strategic Family Wealth Counselors, L.L.C.	UNCHANGED	2,684	2,684	0	0%	$244.8K	$260.7K	+$15.9K	2026-10-29
MFA Wealth Services	UNCHANGED	2,464	2,464	0	0%	$224.8K	$239.4K	+$14.6K	2026-10-14
IPG Investment Advisors LLC	UNCHANGED	2,393	2,393	0	0%	$218.3K	$232.5K	+$14.2K	2026-10-30
Ashton Thomas Private Wealth, LLC	DECREASED	2,199	2,205	-6	0%	$201.1K	$213.6K	+$12.5K	2026-11-03
Savant Capital, LLC	NEW	2,103	—	+2,103	—	—	$204.3K	—	2026-11-06
Creative Financial Designs Inc	UNCHANGED	1,101	1,101	0	0%	$100.4K	$106.9K	+$6.5K	2026-11-04
Fifth Third Bancorp	DECREASED	723	741	-18	-2%	$67.6K	$70.2K	+$2.6K	2026-11-05
Private Trust Co NA	UNCHANGED	700	700	0	0%	$63.8K	$68.0K	+$4.2K	2026-10-20
US Bancorp \de\	UNCHANGED	576	576	0	0%	$52.5K	$56.0K	+$3.4K	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	472	370	+102	+28%	$33.7K	$45.9K	+$12.1K	2026-11-04
Strategic Advocates LLC	DECREASED	377	459	-82	-18%	$41.9K	$36.6K	-$5.2K	2026-11-03
Allworth Financial LP	UNCHANGED	284	284	0	0%	$25.9K	$25.9K	$0	2026-11-06
Blue Trust, Inc.	INCREASED	176	166	+10	+6%	$15.1K	$17.1K	+$2.0K	2026-10-15
Trust Co	UNCHANGED	128	128	0	0%	$11.7K	$12.4K	+$759	2026-10-09
Blue Bell Private Wealth Management, LLC	UNCHANGED	100	100	0	0%	$9.1K	$9.7K	+$593	2026-10-29
TD Waterhouse Canada Inc.	UNCHANGED	100	100	0	0%	$9.1K	$9.8K	+$641	2026-10-16
GK Wealth Management LLC	NEW	90	—	+90	—	—	$8.7K	—	2026-10-09
Simplex Trading, LLC	INCREASED	82	57	+25	+44%	$5.2K	$8.0K	+$2.8K	2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	CLOSED	0	10,473	-10,473	-100%	$955.2K	$0	-$955.2K	2026-10-27
Financial & Tax Architects, LLC	CLOSED	0	5,366	-5,366	-100%	$489.4K	$0	-$489.4K	2026-10-15
Assetmark, Inc	CLOSED	0	112	-112	-100%	$10.2K	$0	-$10.2K	2026-10-21
Stone House Investment Management, LLC	CLOSED	0	100	-100	-100%	$9.1K	$0	-$9.1K	2026-10-23
Institute for Wealth Management, Llc.	CLOSED	0	40	-40	-100%	$3.6K	$0	-$3.6K	2026-11-06
Islay Capital Management, LLC	CLOSED	0	4	-4	-100%	$365	$0	-$365	2026-10-20
Signaturefd, LLC	UNCHANGED	0	0	0	—	$19	$20	+$1	2026-10-23
UBS Group AG	N/A	—	656,635	-656,635	-100%	$59.9M	—	—	—
GTS Securities LLC	N/A	—	66,022	-66,022	-100%	$6.0M	—	—	—
Hancock Prospecting Pty Ltd	N/A	—	49,756	-49,756	-100%	$4.5M	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	48,108	-48,108	-100%	$4.4M	—	—	—
Raymond James Financial Inc	N/A	—	39,441	-39,441	-100%	$3.6M	—	—	—
Element Wealth, LLC	N/A	—	35,608	-35,608	-100%	$3.2M	—	—	—
Jane Street Group, LLC	N/A	—	28,006	-28,006	-100%	$2.6M	—	—	—
Harbour Investments, Inc.	N/A	—	24,358	-24,358	-100%	$2.2M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	22,221	-22,221	-100%	$2.0M	—	—	—
Cary Street Partners Financial LLC	N/A	—	19,820	-19,820	-100%	$1.8M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	16,721	-16,721	-100%	$1.5M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	13,123	-13,123	-100%	$1.2M	—	—	—
HighTower Advisors, LLC	N/A	—	11,325	-11,325	-100%	$1.0M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	10,227	-10,227	-100%	$932.8K	—	—	—
Envestnet Asset Management Inc	N/A	—	10,049	-10,049	-100%	$916.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,690	-9,690	-100%	$883.8K	—	—	—
Nova Wealth Management, Inc.	N/A	—	9,313	-9,313	-100%	$849.4K	—	—	—
Cetera Investment Advisers	N/A	—	9,141	-9,141	-100%	$833.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	7,196	-7,196	-100%	$656.3K	—	—	—
Scotia Capital Inc.	N/A	—	7,067	-7,067	-100%	$644.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	6,360	-6,360	-100%	$580.0K	—	—	—
Morgan Stanley	N/A	—	5,979	-5,979	-100%	$545.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	5,705	-5,705	-100%	$520.4K	—	—	—
CIBC World Market Inc.	N/A	—	5,159	-5,159	-100%	$470.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,544	-4,544	-100%	$414.5K	—	—	—
Fox Hill Wealth Management	N/A	—	3,900	-3,900	-100%	$355.7K	—	—	—
LRI Investments, LLC	N/A	—	3,735	-3,735	-100%	$340.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,477	-3,477	-100%	$317.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	3,000	-3,000	-100%	$273.6K	—	—	—
Arkadios Wealth Advisors	N/A	—	2,960	-2,960	-100%	$270.0K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	2,960	-2,960	-100%	$270.0K	—	—	—
Stifel Financial Corp	N/A	—	2,942	-2,942	-100%	$268.3K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	2,751	-2,751	-100%	$250.7K	—	—	—
Redwood Investment Management, LLC	N/A	—	2,715	-2,715	-100%	$248.0K	—	—	—
Ethos Financial Group, LLC	N/A	—	2,622	-2,622	-100%	$239.2K	—	—	—
Royal Bank of Canada	N/A	—	2,582	-2,582	-100%	$235.0K	—	—	—
Coldstream Capital Management Inc	N/A	—	2,502	-2,502	-100%	$228.2K	—	—	—
Pallas Capital Advisors LLC	N/A	—	2,395	-2,395	-100%	$218.4K	—	—	—
Mariner, LLC	N/A	—	2,255	-2,255	-100%	$205.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,557	-1,557	-100%	$142.0K	—	—	—
Bank of Montreal	N/A	—	900	-900	-100%	$82.1K	—	—	—
EFG International AG	N/A	—	850	-850	-100%	$77.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	750	-750	-100%	$68.4K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	662	-662	-100%	$60.4K	—	—	—
Basepoint Wealth LLC	N/A	—	600	-600	-100%	$54.7K	—	—	—
FMR LLC	N/A	—	511	-511	-100%	$46.6K	—	—	—
Huntington National Bank	N/A	—	494	-494	-100%	$45.1K	—	—	—
Wells Fargo & Company	N/A	—	300	-300	-100%	$27.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	201	-201	-100%	$18.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	85	-85	-100%	$7.7K	—	—	—
Cordant, Inc.	N/A	—	40	-40	-100%	$3.6K	—	—	—
JPMorgan Chase & Co	N/A	—	36	-36	-100%	$3.2K	—	—	—
Hantz Financial Services, Inc.	N/A	—	31	-31	-100%	$3	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	24	-24	-100%	$2.2K	—	—	—
Crewe Advisors LLC	N/A	—	15	-15	-100%	$1.4K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	14	-14	-100%	$1.3K	—	—	—
Horizon Investments, LLC	N/A	—	7	-7	-100%	$638	—	—	—
Global Retirement Partners, LLC	N/A	—	2	-2	-100%	$182	—	—	—

Showing 110 of 110 institutions