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First Trust Global Wind Ener (FAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares324,811 from 346,675
Change-21,864 (-6%)
Value$7.4M (-$1.3M)
Filed 2026-11-06
Ashurst Perkins Coie Trust Co
INCREASED
Shares65,678 from 62,160
Change+3,518 (+6%)
Value$1.5M (-$62.6K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares52,679 from 70,777
Change-18,098 (-26%)
Value$1.2M (-$573.3K)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares33,390 from 31,359
Change+2,031 (+6%)
Value$757.3K (-$26.1K)
Filed 2026-10-22
Ledyard National Bank
DECREASED
Shares26,289 from 48,361
Change-22,072 (-46%)
Value$596.2K (-$611.8K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,848 from 16,602
Change+5,246 (+32%)
Value$496.0K (+$81.0K)
Filed 2026-11-02
Private Advisory Group LLC
DECREASED
Shares16,537 from 33,878
Change-17,341 (-51%)
Value$375.1K (-$471.2K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares14,805 from 14,944
Change-139 (-1%)
Value$335.8K (-$37.5K)
Filed 2026-10-27
Great Diamond Partners, LLC
NEW
Shares14,563
Change+14,563
Value$330.3K
Filed 2026-10-13
Amundi
UNCHANGED
Shares13,454 from 13,454
Change0 (0%)
Value$305.1K (-$30.9K)
Filed 2026-11-06
Sage Capital Management, LLC
INCREASED
Shares12,879 from 12,875
Change+4 (+0%)
Value$292.1K (-$29.5K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares12,830 from 12,660
Change+170 (+1%)
Value$291.0K (-$25.3K)
Filed 2026-11-02
Trust Co of Vermont
UNCHANGED
Shares12,392 from 12,392
Change0 (0%)
Value$281.1K (-$28.5K)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares12,239 from 165,579
Change-153,340 (-93%)
Value$277.6K (-$3.9M)
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares11,824 from 11,031
Change+793 (+7%)
Value$268.2K (-$7.4K)
Filed 2026-10-13
Gould Asset Management LLC
DECREASED
Shares11,265 from 13,135
Change-1,870 (-14%)
Value$255.5K (-$72.6K)
Filed 2026-11-06
Blueprint Investment Partners LLC
NEW
Shares11,237
Change+11,237
Value$254.9K
Filed 2026-10-28
Blueprint Financial Advisors LLC
NEW
Shares11,237
Change+11,237
Value$254.9K
Filed 2026-10-28
Kesler, Norman & Wride, LLC
UNCHANGED
Shares10,730 from 10,730
Change0 (0%)
Value$243.4K (-$24.7K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares10,168 from 10,348
Change-180 (-2%)
Value$230.6K (-$27.9K)
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares8,900 from 8,900
Change0 (0%)
Value$201.9K (-$20.5K)
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares8,205 from 8,205
Change0 (0%)
Value$186.1K (-$18.9K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares7,925 from 2,132
Change+5,793 (+272%)
Value$179.7K (+$126.5K)
Filed 2026-10-08
Albion Financial Group
UNCHANGED
Shares4,530 from 4,530
Change0 (0%)
Value$102.7K (-$10.4K)
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares3,759 from 3,929
Change-170 (-4%)
Value$85.2K (-$12.9K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,995 from 2,995
Change0 (0%)
Value$67.9K (-$6.9K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares2,839 from 3,485
Change-646 (-19%)
Value$64.4K (-$22.7K)
Filed 2026-11-05
Parallel Advisors, LLC
NEW
Shares1,980
Change+1,980
Value$44.9K
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares1,908 from 1,903
Change+5 (+0%)
Value$43.3K (-$4.3K)
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$38.3K ($0)
Filed 2026-11-06
Phillip James Consulting Co.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$31.8K (-$3.2K)
Filed 2026-11-03
Hager Investment Management Services, LLC
INCREASED
Shares1,306 from 1,295
Change+11 (+1%)
Value$29.6K (-$2.7K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares1,188 from 1,184
Change+4 (+0%)
Value$26.9K (-$2.6K)
Filed 2026-11-04
Rydar Equities, Inc.
NEW
Shares1,160
Change+1,160
Value$25.7K
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$25.9K (-$2.6K)
Filed 2026-10-29
Jnba Financial Advisors
UNCHANGED
Shares1,051 from 1,051
Change0 (0%)
Value$23.8K (-$2.4K)
Filed 2026-11-03
Aspect Partners, LLC
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$22.8K (-$2.3K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
INCREASED
Shares777 from 776
Change+1 (+0%)
Value$17.6K (-$1.8K)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$13.6K (-$1.4K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$13.6K (-$1.4K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares585 from 274
Change+311 (+114%)
Value$13.3K (+$6.4K)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$11.3K (-$1.2K)
Filed 2026-10-26
Thompson Investment Management, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$11.3K (-$1.2K)
Filed 2026-10-14
Clearstead Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$9.1K (-$920)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$6.2K (-$632)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$6.1K (-$616)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$5.9K (-$601)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares260 from 192
Change+68 (+35%)
Value$5.9K (+$1.1K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares250
Change+250
Value$5.7K
Filed 2026-10-21
Cranbrook Wealth Management, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$4.7K (-$478)
Filed 2026-10-28
Bell Investment Advisors, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.5K (-$460)
Filed 2026-10-29
Prudent Man Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.5K (+$442)
Filed 2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.5K (-$466)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares96 from 40
Change+56 (+140%)
Value$2.2K (+$1.2K)
Filed 2026-10-22
Elevated Capital Advisors, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$2.1K (-$216)
Filed 2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$227 (-$23)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$113 (-$12)
Filed 2026-10-08
Truist Financial Corp
CLOSED
Shares0 from 83,694
Change-83,694 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-30
Nilsine Partners, LLC
CLOSED
Shares0 from 50,891
Change-50,891 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$6.6K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-15
Go Invest LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-09
Simplex Trading, LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-04
Coston, McIsaac & Partners
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 ($0)
Filed 2026-11-06
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 1,132,771
Change-1,132,771 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 999,998
Change-999,998 (-100%)
Value—
UBS Group AG
N/A
Shares— from 396,007
Change-396,007 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 390,146
Change-390,146 (-100%)
Value—
Wealth High Governance Capital Ltda
N/A
Shares— from 386,555
Change-386,555 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 386,555
Change-386,555 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 200,369
Change-200,369 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 163,187
Change-163,187 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 139,127
Change-139,127 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 127,839
Change-127,839 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 116,830
Change-116,830 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 89,960
Change-89,960 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 55,940
Change-55,940 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 48,883
Change-48,883 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 39,412
Change-39,412 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,243
Change-34,243 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 32,963
Change-32,963 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,589
Change-31,589 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,300
Change-24,300 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,868
Change-18,868 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,761
Change-15,761 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,443
Change-14,443 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,690
Change-12,690 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,314
Change-12,314 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 12,092
Change-12,092 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 11,151
Change-11,151 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,275
Change-10,275 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,238
Change-10,238 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 9,832
Change-9,832 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,608
Change-6,608 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 911
Change-911 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 799
Change-799 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 690
Change-690 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 580
Change-580 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 425
Change-425 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 400
Change-400 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 168
Change-168 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 131
Change-131 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED324,811346,675-21,864-6%$8.7M$7.4M-$1.3M2026-11-06
Ashurst Perkins Coie Trust Co
INCREASED65,67862,160+3,518+6%$1.6M$1.5M-$62.6K2026-10-15
Commonwealth Equity Services, LLC
DECREASED52,67970,777-18,098-26%$1.8M$1.2M-$573.3K2026-11-02
Capital Investment Advisors, LLC
INCREASED33,39031,359+2,031+6%$783.3K$757.3K-$26.1K2026-10-22
Ledyard National Bank
DECREASED26,28948,361-22,072-46%$1.2M$596.2K-$611.8K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED21,84816,602+5,246+32%$415.0K$496.0K+$81.0K2026-11-02
Private Advisory Group LLC
DECREASED16,53733,878-17,341-51%$846.3K$375.1K-$471.2K2026-11-06
Oppenheimer Asset Management Inc.
DECREASED14,80514,944-139-1%$373.3K$335.8K-$37.5K2026-10-27
Great Diamond Partners, LLC
NEW14,563—+14,563——$330.3K—2026-10-13
Amundi
UNCHANGED13,45413,45400%$336.1K$305.1K-$30.9K2026-11-06
Sage Capital Management, LLC
INCREASED12,87912,875+4+0%$321.6K$292.1K-$29.5K2026-10-20
Kestra Advisory Services, LLC
INCREASED12,83012,660+170+1%$316.3K$291.0K-$25.3K2026-11-02
Trust Co of Vermont
UNCHANGED12,39212,39200%$309.6K$281.1K-$28.5K2026-10-21
Oppenheimer & Co Inc
DECREASED12,239165,579-153,340-93%$4.1M$277.6K-$3.9M2026-10-26
Avior Wealth Management, LLC
INCREASED11,82411,031+793+7%$275.5K$268.2K-$7.4K2026-10-13
Gould Asset Management LLC
DECREASED11,26513,135-1,870-14%$328.1K$255.5K-$72.6K2026-11-06
Blueprint Investment Partners LLC
NEW11,237—+11,237——$254.9K—2026-10-28
Blueprint Financial Advisors LLC
NEW11,237—+11,237——$254.9K—2026-10-28
Kesler, Norman & Wride, LLC
UNCHANGED10,73010,73000%$268.0K$243.4K-$24.7K2026-11-06
Creative Planning
DECREASED10,16810,348-180-2%$258.5K$230.6K-$27.9K2026-11-02
Parkside Financial Bank & Trust
UNCHANGED8,9008,90000%$222.3K$201.9K-$20.5K2026-10-27
US Bancorp \de\
UNCHANGED8,2058,20500%$205.0K$186.1K-$18.9K2026-11-05
Farther Finance Advisors, LLC
INCREASED7,9252,132+5,793+272%$53.2K$179.7K+$126.5K2026-10-08
Albion Financial Group
UNCHANGED4,5304,53000%$113.2K$102.7K-$10.4K2026-10-21
Larson Financial Group LLC
DECREASED3,7593,929-170-4%$98.2K$85.2K-$12.9K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED2,9952,99500%$74.8K$67.9K-$6.9K2026-11-06
Fifth Third Bancorp
DECREASED2,8393,485-646-19%$87.1K$64.4K-$22.7K2026-11-05
Parallel Advisors, LLC
NEW1,980—+1,980——$44.9K—2026-11-03
Signature Equity Partners, LLC
INCREASED1,9081,903+5+0%$47.5K$43.3K-$4.3K2026-10-29
Allworth Financial LP
UNCHANGED1,5331,53300%$38.3K$38.3K$02026-11-06
Phillip James Consulting Co.
UNCHANGED1,4001,40000%$35.0K$31.8K-$3.2K2026-11-03
Hager Investment Management Services, LLC
INCREASED1,3061,295+11+1%$32.3K$29.6K-$2.7K2026-11-04
Creative Financial Designs Inc
INCREASED1,1881,184+4+0%$29.6K$26.9K-$2.6K2026-11-04
Rydar Equities, Inc.
NEW1,160—+1,160——$25.7K—2026-10-13
Blue Bell Private Wealth Management, LLC
UNCHANGED1,1411,14100%$28.5K$25.9K-$2.6K2026-10-29
Jnba Financial Advisors
UNCHANGED1,0511,05100%$26.3K$23.8K-$2.4K2026-11-03
Aspect Partners, LLC
UNCHANGED1,0051,00500%$25.1K$22.8K-$2.3K2026-10-20
JFS Wealth Advisors, LLC
INCREASED777776+1+0%$19.4K$17.6K-$1.8K2026-11-03
Private Trust Co NA
UNCHANGED60160100%$15.0K$13.6K-$1.4K2026-10-20
Financial Network Wealth Advisors LLC
UNCHANGED60060000%$15.0K$13.6K-$1.4K2026-10-28
IFP Advisors, Inc
INCREASED585274+311+114%$6.8K$13.3K+$6.4K2026-10-16
First Bancorp, Inc
UNCHANGED50050000%$12.5K$11.3K-$1.2K2026-10-26
Thompson Investment Management, Inc.
UNCHANGED50050000%$12.5K$11.3K-$1.2K2026-10-14
Clearstead Advisors, LLC
UNCHANGED40040000%$10.0K$9.1K-$9202026-11-06
Lanark Financial, Inc.
UNCHANGED27527500%$6.9K$6.2K-$6322026-10-26
Central Trust Co
UNCHANGED26826800%$6.7K$6.1K-$6162026-11-05
Assetmark, Inc
UNCHANGED26126100%$6.5K$5.9K-$6012026-10-21
Rossby Financial, LCC
INCREASED260192+68+35%$4.8K$5.9K+$1.1K2026-11-05
Root Financial Partners, LLC
NEW250—+250——$5.7K—2026-10-21
Cranbrook Wealth Management, LLC
UNCHANGED20820800%$5.2K$4.7K-$4782026-10-28
Bell Investment Advisors, Inc
UNCHANGED20020000%$5.0K$4.5K-$4602026-10-29
Prudent Man Investment Management, Inc.
UNCHANGED20020000%$4.1K$4.5K+$4422026-11-03
TD Waterhouse Canada Inc.
UNCHANGED20020000%$5.0K$4.5K-$4662026-10-16
SBI Securities Co., Ltd.
INCREASED9640+56+140%$999$2.2K+$1.2K2026-10-22
Elevated Capital Advisors, LLC
UNCHANGED949400%$2.3K$2.1K-$2162026-11-04
Tradewinds Capital Management, LLC
UNCHANGED101000%$250$227-$232026-10-23
CoreCap Advisors, LLC
UNCHANGED5500%$125$113-$122026-10-08
Truist Financial Corp
CLOSED083,694-83,694-100%$2.1M$0-$2.1M2026-10-30
Nilsine Partners, LLC
CLOSED050,891-50,891-100%$1.3M$0-$1.3M2026-11-02
International Assets Investment Management, LLC
CLOSED0265-265-100%$6.6K$0-$6.6K2026-11-02
LifeSteps Financial, Inc.
CLOSED0100-100-100%$2.5K$0-$2.5K2026-10-15
Go Invest LLC
CLOSED074-74-100%$1.9K$0-$1.9K2026-10-09
Simplex Trading, LLC
CLOSED065-65-100%$1.6K$0-$1.6K2026-11-04
Coston, McIsaac & Partners
CLOSED010-10-100%$0$0$02026-11-06
Wealth High Governance Asset Management Ltda.
N/A—1,132,771-1,132,771-100%$28.3M———
Morgan Stanley
N/A—999,998-999,998-100%$25.0M———
UBS Group AG
N/A—396,007-396,007-100%$9.9M———
Wells Fargo & Company
N/A—390,146-390,146-100%$9.7M———
Wealth High Governance Capital Ltda
N/A—386,555-386,555-100%$9.7M———
BW Gestao de Investimentos Ltda.
N/A—386,555-386,555-100%$9.7M———
Bank of America Corp
N/A—200,369-200,369-100%$5.0M———
Royal Bank of Canada
N/A—163,187-163,187-100%$4.1M———
Old Mission Capital LLC
N/A—139,127-139,127-100%$3.5M———
Stifel Financial Corp
N/A—127,839-127,839-100%$3.2M———
Concorde Asset Management, LLC
N/A—116,830-116,830-100%$2.9M———
Raymond James Financial Inc
N/A—89,960-89,960-100%$2.2M———
NewEdge Advisors, LLC
N/A—55,940-55,940-100%$1.4M———
Envestnet Asset Management Inc
N/A—48,883-48,883-100%$1.2M———
Castleark Management LLC
N/A—39,412-39,412-100%$984.5K———
Susquehanna International Group, LLP
N/A—34,243-34,243-100%$855.4K———
PFG Investments, LLC
N/A—32,963-32,963-100%$823.4K———
MML Investors Services, LLC
N/A—31,589-31,589-100%$789.1K———
Osaic Holdings, Inc.
N/A—24,300-24,300-100%$607.1K———
Mariner, LLC
N/A—18,868-18,868-100%$471.3K———
Citadel Advisors LLC
N/A—15,761-15,761-100%$393.7K———
Janney Montgomery Scott LLC
N/A—14,443-14,443-100%$361.0K———
Ameritas Advisory Services, LLC
N/A—12,690-12,690-100%$317.0K———
Cetera Investment Advisers
N/A—12,314-12,314-100%$307.6K———
Baltimore-Washington Financial Advisors, Inc.
N/A—12,092-12,092-100%$302.1K———
Ameriflex Group, Inc.
N/A—11,151-11,151-100%$278.6K———
Ameriprise Financial Inc
N/A—10,275-10,275-100%$256.7K———
Arax Advisory Partners
N/A—10,238-10,238-100%$255.8K———
Equitable Holdings, Inc.
N/A—10,174-10,174-100%$254.1K———
Beto Financial Group, LLC
N/A—9,832-9,832-100%$236.9K———
Global Retirement Partners, LLC
N/A—6,608-6,608-100%$165.1K———
IFG Advisory, LLC
N/A—3,266-3,266-100%$81.6K———
FMR LLC
N/A—2,855-2,855-100%$71.3K———
National Bank of Canada
N/A—2,547-2,547-100%$63.7K———
Harbour Investments, Inc.
N/A—2,310-2,310-100%$57.7K———
Heritage Wealth Advisors
N/A—1,843-1,843-100%$46.0K———
Godfrey Financial Associates, Inc.
N/A—1,277-1,277-100%$31.9K———
Picton Mahoney Asset Management
N/A—1,000-1,000-100%$25.0K———
Steward Partners Investment Advisory, LLC
N/A—924-924-100%$23.1K———
Geneos Wealth Management Inc.
N/A—911-911-100%$22.8K———
Johnson Financial Group, Inc.
N/A—799-799-100%$20.0K———
Bank of Montreal
N/A—690-690-100%$17.2K———
Measured Wealth Private Client Group, LLC
N/A—615-615-100%$15.4K———
Ameritas Investment Partners, Inc.
N/A—580-580-100%$14.5K———
Federation des caisses Desjardins du Quebec
N/A—425-425-100%$10.6K———
Strategic Wealth Partners, Ltd.
N/A—400-400-100%$10.0K———
McMillan Office, Inc.
N/A—400-400-100%$10.0K———
SOA Wealth Advisors, Llc.
N/A—340-340-100%$8.5K———
Rockefeller Capital Management L.P.
N/A—269-269-100%$6.7K———
Dunhill Financial, LLC
N/A—177-177-100%$4.4K———
Qube Research & Technologies Ltd
N/A—168-168-100%$4.2K———
Northwestern Mutual Wealth Management Co
N/A—131-131-100%$3.3K———
ST Germain D J Co Inc
N/A—100-100-100%$2.5K———
Richard W. Paul & Associates, LLC
N/A—35-35-100%$874———
Rothschild Investment LLC
N/A—18-18-100%$450———
Huntington National Bank
N/A—1-1-100%$25———
Showing 120 of 120 institutions