First TR MLP & Energy Incom

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

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

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Sanctuary Advisors, LLC

NEW

Shares71,287

Change+71,287

Value$697.9K

Filed 2024-09-05

IFP Advisors, Inc

DECREASED

Shares3,275 from 3,536

Change-261 (-7%)

Value$32.2K (-$2.0K)

Filed 2024-07-30

Osaic Holdings, Inc.

DECREASED

Shares900 from 126,117

Change-125,217 (-99%)

Value$8.8K (-$1.2M)

Filed 2024-08-13

Morgan Stanley

CLOSED

Shares0 from 3,985,336

Change-3,985,336 (-100%)

Value$0 (-$38.5M)

Filed 2025-05-14

Saba Capital Management, L.P.A

CLOSED

Shares0 from 3,396,441

Change-3,396,441 (-100%)

Value$0 (-$32.8M)

Filed 2024-08-14

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 912,036

Change-912,036 (-100%)

Value$0 (-$8.8M)

Filed 2025-01-31

Hunting Hill Global Capital, LLC

CLOSED

Shares0 from 856,260

Change-856,260 (-100%)

Value$0 (-$8.3M)

Filed 2024-07-17

Advisors Asset Management, Inc.

CLOSED

Shares0 from 836,497

Change-836,497 (-100%)

Value$0 (-$8.1M)

Filed 2026-08-21

Goldman Sachs Group Inc

CLOSED

Shares0 from 757,352

Change-757,352 (-100%)

Value$0 (-$7.3M)

Filed 2024-08-13

UBS Group AG

CLOSED

Shares0 from 536,318

Change-536,318 (-100%)

Value$0 (-$5.2M)

Filed 2024-08-14

Cohen & Steers, Inc.

CLOSED

Shares0 from 442,575

Change-442,575 (-100%)

Value$0 (-$4.3K)

Filed 2024-08-13

Royal Bank of Canada

CLOSED

Shares0 from 433,129

Change-433,129 (-100%)

Value$0 (-$4.2M)

Filed 2024-11-06

LongView Wealth Management

CLOSED

Shares0 from 404,801

Change-404,801 (-100%)

Value$0 (-$3.9M)

Filed 2024-07-22

LPL Financial LLC

CLOSED

Shares0 from 362,300

Change-362,300 (-100%)

Value$0 (-$3.5M)

Filed 2024-08-07

Bridges Investment Management Inc

CLOSED

Shares0 from 330,978

Change-330,978 (-100%)

Value$0 (-$3.2M)

Filed 2024-08-13

Quarry LP

CLOSED

Shares0 from 329,701

Change-329,701 (-100%)

Value$0 (-$3.2M)

Filed 2024-08-16

Wolverine Asset Management LLC

CLOSED

Shares0 from 302,274

Change-302,274 (-100%)

Value$0 (-$2.9M)

Filed 2024-08-01

Legacy Capital Wealth Partners, LLC

CLOSED

Shares0 from 266,582

Change-266,582 (-100%)

Value$0 (-$2.1M)

Filed 2024-08-02

Cambridge Advisors Inc.

CLOSED

Shares0 from 242,493

Change-242,493 (-100%)

Value$0 (-$2.3M)

Filed 2024-07-11

Anfield Capital Management, LLC

CLOSED

Shares0 from 214,750

Change-214,750 (-100%)

Value$0 (-$2.1M)

Filed 2024-07-31

Almitas Capital LLC

CLOSED

Shares0 from 211,517

Change-211,517 (-100%)

Value$0 (-$2.0M)

Filed 2024-08-15

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 198,053

Change-198,053 (-100%)

Value$0 (-$1.9M)

Filed 2024-07-16

Susquehanna International Group, LLP

CLOSED

Shares0 from 197,505

Change-197,505 (-100%)

Value$0 (-$1.9M)

Filed 2024-08-15

Yakira Capital Management, Inc.

CLOSED

Shares0 from 153,452

Change-153,452 (-100%)

Value$0 (-$1.5M)

Filed 2024-08-13

Jane Street Group, LLC

CLOSED

Shares0 from 149,659

Change-149,659 (-100%)

Value$0 (-$1.4M)

Filed 2024-08-15

Logan Stone Capital, LLC

CLOSED

Shares0 from 145,646

Change-145,646 (-100%)

Value$0 (-$1.4M)

Filed 2024-08-14

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 138,903

Change-138,903 (-100%)

Value$0 (-$1.3K)

Filed 2024-07-26

Formidable Asset Management, LLC

CLOSED

Shares0 from 127,264

Change-127,264 (-100%)

Value$0 (-$1.2M)

Filed 2024-08-08

AlTi Global, Inc.

CLOSED

Shares0 from 123,169

Change-123,169 (-100%)

Value$0 (-$1.2M)

Filed 2024-08-14

Altfest L J & Co Inc

CLOSED

Shares0 from 117,642

Change-117,642 (-100%)

Value$0 (-$1.1K)

Filed 2024-08-07

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 102,052

Change-102,052 (-100%)

Value$0 (-$986.8K)

Filed 2024-07-19

Wespac Advisors, LLC

CLOSED

Shares0 from 97,321

Change-97,321 (-100%)

Value$0 (-$941.1K)

Filed 2024-07-30

Sea Otter Advisors LLC

CLOSED

Shares0 from 94,330

Change-94,330 (-100%)

Value$0 (-$912.2K)

Filed 2024-08-14

CSS LLC

CLOSED

Shares0 from 92,884

Change-92,884 (-100%)

Value$0 (-$898.2K)

Filed 2024-08-14

Cresset Asset Management, LLC

CLOSED

Shares0 from 80,715

Change-80,715 (-100%)

Value$0 (-$780.5K)

Filed 2024-08-14

Wells Fargo & Company

CLOSED

Shares0 from 75,749

Change-75,749 (-100%)

Value$0 (-$732.5K)

Filed 2024-08-13

Ameriprise Financial Inc

CLOSED

Shares0 from 71,487

Change-71,487 (-100%)

Value$0 (-$696.9K)

Filed 2024-08-14

Stephens Inc

CLOSED

Shares0 from 69,450

Change-69,450 (-100%)

Value$0 (-$671.6K)

Filed 2024-08-06

Invesco Ltd.

CLOSED

Shares0 from 68,812

Change-68,812 (-100%)

Value$0 (-$665.4K)

Filed 2024-08-13

IFG Advisory, LLC

CLOSED

Shares0 from 59,538

Change-59,538 (-100%)

Value$0 (-$575.7K)

Filed 2024-07-30

Raymond James & Associates

CLOSED

Shares0 from 55,507

Change-55,507 (-100%)

Value$0 (-$536.8K)

Filed 2024-07-19

D.A. Davidson & Co.

CLOSED

Shares0 from 50,902

Change-50,902 (-100%)

Value$0 (-$492.2K)

Filed 2024-08-01

Whitener Capital Management, Inc.

CLOSED

Shares0 from 40,400

Change-40,400 (-100%)

Value$0 (-$390.7K)

Filed 2024-07-17

Cetera Investment Advisers

CLOSED

Shares0 from 38,416

Change-38,416 (-100%)

Value$0 (-$371.5K)

Filed 2024-08-22

Comerica Bank

CLOSED

Shares0 from 37,225

Change-37,225 (-100%)

Value$0 (-$360.0K)

Filed 2024-08-15

Compound Planning, Inc.

CLOSED

Shares0 from 35,543

Change-35,543 (-100%)

Value$0 (-$343.7K)

Filed 2024-07-26

Stifel Financial Corp

CLOSED

Shares0 from 35,325

Change-35,325 (-100%)

Value$0 (-$341.6K)

Filed 2024-08-13

Verity Asset Management, Inc.

CLOSED

Shares0 from 35,033

Change-35,033 (-100%)

Value$0 (-$338.8K)

Filed 2024-08-08

NewEdge Advisors, LLC

CLOSED

Shares0 from 32,980

Change-32,980 (-100%)

Value$0 (-$318.9K)

Filed 2024-08-16

Whittier Trust Co of Nevada Inc

CLOSED

Shares0 from 32,642

Change-32,642 (-100%)

Value$0 (-$315.6K)

Filed 2024-07-29

Schechter Investment Advisors, LLC

CLOSED

Shares0 from 32,382

Change-32,382 (-100%)

Value$0 (-$313.1K)

Filed 2024-08-12

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 29,485

Change-29,485 (-100%)

Value$0 (-$285.1K)

Filed 2024-08-12

Atria Wealth Solutions, Inc.

CLOSED

Shares0 from 28,000

Change-28,000 (-100%)

Value$0 (-$270.8K)

Filed 2024-07-22

Janney Montgomery Scott LLC

CLOSED

Shares0 from 27,127

Change-27,127 (-100%)

Value$0 (-$262)

Filed 2024-07-25

Oppenheimer & Co Inc

CLOSED

Shares0 from 26,971

Change-26,971 (-100%)

Value$0 (-$260.8K)

Filed 2024-08-08

Moors & Cabot, Inc.

CLOSED

Shares0 from 26,070

Change-26,070 (-100%)

Value$0 (-$252.1K)

Filed 2024-08-09

Baird Financial Group, Inc.

CLOSED

Shares0 from 24,563

Change-24,563 (-100%)

Value$0 (-$237.5K)

Filed 2024-08-14

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 23,293

Change-23,293 (-100%)

Value$0 (-$225.3K)

Filed 2024-08-12

Smith, Moore & Co.

CLOSED

Shares0 from 23,124

Change-23,124 (-100%)

Value$0 (-$223.6K)

Filed 2024-08-14

Natixis Advisors, LLC

CLOSED

Shares0 from 22,560

Change-22,560 (-100%)

Value$0 (-$218)

Filed 2024-08-01

Truist Financial Corp

CLOSED

Shares0 from 21,392

Change-21,392 (-100%)

Value$0 (-$206.9K)

Filed 2024-08-21

H D Vest Advisory Services

CLOSED

Shares0 from 19,200

Change-19,200 (-100%)

Value$0 (-$185.7K)

Filed 2024-08-09

SIT Investment Associates Inc

CLOSED

Shares0 from 18,143

Change-18,143 (-100%)

Value$0 (-$175)

Filed 2024-08-14

Prospera Financial Services Inc

CLOSED

Shares0 from 17,158

Change-17,158 (-100%)

Value$0 (-$165.9K)

Filed 2024-08-13

NWF Advisory Services Inc.

CLOSED

Shares0 from 16,900

Change-16,900 (-100%)

Value$0 (-$163.4K)

Filed 2025-10-06

CLOSED

Shares0 from 16,299

Change-16,299 (-100%)

Value$0 (-$157.6K)

Filed 2024-07-12

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 14,946

Change-14,946 (-100%)

Value$0 (-$118.2K)

Filed 2024-08-19

Catalina Capital Group, LLC

CLOSED

Shares0 from 13,995

Change-13,995 (-100%)

Value$0 (-$135.3K)

Filed 2024-07-24

Quantum Portfolio Management LLC

CLOSED

Shares0 from 13,837

Change-13,837 (-100%)

Value$0 (-$133.8K)

Filed 2024-08-06

NorthCoast Asset Management LLC

CLOSED

Shares0 from 13,245

Change-13,245 (-100%)

Value$0 (-$128.1K)

Filed 2024-08-14

Pekin Hardy Strauss, Inc.

CLOSED

Shares0 from 13,185

Change-13,185 (-100%)

Value$0 (-$127.5K)

Filed 2024-08-09

Sigma Planning Corp

CLOSED

Shares0 from 12,732

Change-12,732 (-100%)

Value$0 (-$123.1K)

Filed 2024-08-06

Blue Bell Private Wealth Management, LLC

CLOSED

Shares0 from 11,956

Change-11,956 (-100%)

Value$0 (-$115.6K)

Filed 2024-08-05

Kingsview Wealth Management, LLC

CLOSED

Shares0 from 11,596

Change-11,596 (-100%)

Value$0 (-$112.1K)

Filed 2024-08-14

Sheaff Brock Investment Advisors, LLC

CLOSED

Shares0 from 11,500

Change-11,500 (-100%)

Value$0 (-$111.2K)

Filed 2024-07-30

Harbour Investments, Inc.

CLOSED

Shares0 from 10,720

Change-10,720 (-100%)

Value$0 (-$103.7K)

Filed 2024-07-26

Mariner, LLC

CLOSED

Shares0 from 10,513

Change-10,513 (-100%)

Value$0 (-$101.7K)

Filed 2024-08-13

Lanark Financial, Inc.

CLOSED

Shares0 from 6,216

Change-6,216 (-100%)

Value$0 (-$61)

Filed 2024-07-10

Future Financial Wealth Managment LLC

CLOSED

Shares0 from 5,500

Change-5,500 (-100%)

Value$0 (-$53.2K)

Filed 2024-07-16

Covestor Ltd

CLOSED

Shares0 from 4,515

Change-4,515 (-100%)

Value$0 (-$44)

Filed 2024-08-09

UMB Bank, n.a.

CLOSED

Shares0 from 3,650

Change-3,650 (-100%)

Value$0 (-$35.3K)

Filed 2024-07-29

Salomon & Ludwin, LLC

CLOSED

Shares0 from 2,900

Change-2,900 (-100%)

Value$0 (-$28.0K)

Filed 2024-07-25

US Bancorp \de\

CLOSED

Shares0 from 2,700

Change-2,700 (-100%)

Value$0 (-$26.1K)

Filed 2024-08-07

Ancora Advisors LLCA

CLOSED

Shares0 from 2,577

Change-2,577 (-100%)

Value$0 (-$24.9K)

Filed 2024-08-14

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 2,200

Change-2,200 (-100%)

Value$0 (-$21.3K)

Filed 2024-08-08

Caldwell Sutter Capital, Inc.

CLOSED

Shares0 from 1,586

Change-1,586 (-100%)

Value$0 (-$15.3K)

Filed 2024-07-23

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$14.5K)

Filed 2024-08-09

NBT Bank, N.A.

CLOSED

Shares0 from 1,068

Change-1,068 (-100%)

Value$0 (-$10.3K)

Filed 2024-07-30

CWM, LLC

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$7)

Filed 2024-07-10

Riggs Asset Managment Co. Inc.

CLOSED

Shares0 from 606

Change-606 (-100%)

Value$0 (-$5.9K)

Filed 2024-07-29

Clear Point Advisors Inc.

CLOSED

Shares0 from 286

Change-286 (-100%)

Value$0 (-$2.8K)

Filed 2024-08-14

Iron Horse Wealth Management, LLC

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$2.4K)

Filed 2024-07-22

Global Retirement Partners, LLC

CLOSED

Shares0 from 217

Change-217 (-100%)

Value$0 (-$2.1K)

Filed 2024-07-23

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$68)

Filed 2024-08-13

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-07-23

	Status
Sanctuary Advisors, LLC	NEW	71,287	—	+71,287	—	—	$697.9K	—	2024-09-05
IFP Advisors, Inc	DECREASED	3,275	3,536	-261	-7%	$34.2K	$32.2K	-$2.0K	2024-07-30
Osaic Holdings, Inc.	DECREASED	900	126,117	-125,217	-99%	$1.2M	$8.8K	-$1.2M	2024-08-13
Morgan Stanley	CLOSED	0	3,985,336	-3,985,336	-100%	$38.5M	$0	-$38.5M	2025-05-14
Saba Capital Management, L.P.A	CLOSED	0	3,396,441	-3,396,441	-100%	$32.8M	$0	-$32.8M	2024-08-14
Absolute Investment Advisers, LLC	CLOSED	0	912,036	-912,036	-100%	$8.8M	$0	-$8.8M	2025-01-31
Hunting Hill Global Capital, LLC	CLOSED	0	856,260	-856,260	-100%	$8.3M	$0	-$8.3M	2024-07-17
Advisors Asset Management, Inc.	CLOSED	0	836,497	-836,497	-100%	$8.1M	$0	-$8.1M	2026-08-21
Goldman Sachs Group Inc	CLOSED	0	757,352	-757,352	-100%	$7.3M	$0	-$7.3M	2024-08-13
UBS Group AG	CLOSED	0	536,318	-536,318	-100%	$5.2M	$0	-$5.2M	2024-08-14
Cohen & Steers, Inc.	CLOSED	0	442,575	-442,575	-100%	$4.3K	$0	-$4.3K	2024-08-13
Royal Bank of Canada	CLOSED	0	433,129	-433,129	-100%	$4.2M	$0	-$4.2M	2024-11-06
LongView Wealth Management	CLOSED	0	404,801	-404,801	-100%	$3.9M	$0	-$3.9M	2024-07-22
LPL Financial LLC	CLOSED	0	362,300	-362,300	-100%	$3.5M	$0	-$3.5M	2024-08-07
Bridges Investment Management Inc	CLOSED	0	330,978	-330,978	-100%	$3.2M	$0	-$3.2M	2024-08-13
Quarry LP	CLOSED	0	329,701	-329,701	-100%	$3.2M	$0	-$3.2M	2024-08-16
Wolverine Asset Management LLC	CLOSED	0	302,274	-302,274	-100%	$2.9M	$0	-$2.9M	2024-08-01
Legacy Capital Wealth Partners, LLC	CLOSED	0	266,582	-266,582	-100%	$2.1M	$0	-$2.1M	2024-08-02
Cambridge Advisors Inc.	CLOSED	0	242,493	-242,493	-100%	$2.3M	$0	-$2.3M	2024-07-11
Anfield Capital Management, LLC	CLOSED	0	214,750	-214,750	-100%	$2.1M	$0	-$2.1M	2024-07-31
Almitas Capital LLC	CLOSED	0	211,517	-211,517	-100%	$2.0M	$0	-$2.0M	2024-08-15
Wealth Enhancement Advisory Services, LLC	CLOSED	0	198,053	-198,053	-100%	$1.9M	$0	-$1.9M	2024-07-16
Susquehanna International Group, LLP	CLOSED	0	197,505	-197,505	-100%	$1.9M	$0	-$1.9M	2024-08-15
Yakira Capital Management, Inc.	CLOSED	0	153,452	-153,452	-100%	$1.5M	$0	-$1.5M	2024-08-13
Jane Street Group, LLC	CLOSED	0	149,659	-149,659	-100%	$1.4M	$0	-$1.4M	2024-08-15
Logan Stone Capital, LLC	CLOSED	0	145,646	-145,646	-100%	$1.4M	$0	-$1.4M	2024-08-14
Cambridge Investment Research Advisors, Inc.	CLOSED	0	138,903	-138,903	-100%	$1.3K	$0	-$1.3K	2024-07-26
Formidable Asset Management, LLC	CLOSED	0	127,264	-127,264	-100%	$1.2M	$0	-$1.2M	2024-08-08
AlTi Global, Inc.	CLOSED	0	123,169	-123,169	-100%	$1.2M	$0	-$1.2M	2024-08-14
Altfest L J & Co Inc	CLOSED	0	117,642	-117,642	-100%	$1.1K	$0	-$1.1K	2024-08-07
Raymond James Financial Services Advisors, Inc.	CLOSED	0	102,052	-102,052	-100%	$986.8K	$0	-$986.8K	2024-07-19
Wespac Advisors, LLC	CLOSED	0	97,321	-97,321	-100%	$941.1K	$0	-$941.1K	2024-07-30
Sea Otter Advisors LLC	CLOSED	0	94,330	-94,330	-100%	$912.2K	$0	-$912.2K	2024-08-14
CSS LLC	CLOSED	0	92,884	-92,884	-100%	$898.2K	$0	-$898.2K	2024-08-14
Cresset Asset Management, LLC	CLOSED	0	80,715	-80,715	-100%	$780.5K	$0	-$780.5K	2024-08-14
Wells Fargo & Company	CLOSED	0	75,749	-75,749	-100%	$732.5K	$0	-$732.5K	2024-08-13
Ameriprise Financial Inc	CLOSED	0	71,487	-71,487	-100%	$696.9K	$0	-$696.9K	2024-08-14
Stephens Inc	CLOSED	0	69,450	-69,450	-100%	$671.6K	$0	-$671.6K	2024-08-06
Invesco Ltd.	CLOSED	0	68,812	-68,812	-100%	$665.4K	$0	-$665.4K	2024-08-13
IFG Advisory, LLC	CLOSED	0	59,538	-59,538	-100%	$575.7K	$0	-$575.7K	2024-07-30
Raymond James & Associates	CLOSED	0	55,507	-55,507	-100%	$536.8K	$0	-$536.8K	2024-07-19
D.A. Davidson & Co.	CLOSED	0	50,902	-50,902	-100%	$492.2K	$0	-$492.2K	2024-08-01
Whitener Capital Management, Inc.	CLOSED	0	40,400	-40,400	-100%	$390.7K	$0	-$390.7K	2024-07-17
Cetera Investment Advisers	CLOSED	0	38,416	-38,416	-100%	$371.5K	$0	-$371.5K	2024-08-22
Comerica Bank	CLOSED	0	37,225	-37,225	-100%	$360.0K	$0	-$360.0K	2024-08-15
Compound Planning, Inc.	CLOSED	0	35,543	-35,543	-100%	$343.7K	$0	-$343.7K	2024-07-26
Stifel Financial Corp	CLOSED	0	35,325	-35,325	-100%	$341.6K	$0	-$341.6K	2024-08-13
Verity Asset Management, Inc.	CLOSED	0	35,033	-35,033	-100%	$338.8K	$0	-$338.8K	2024-08-08
NewEdge Advisors, LLC	CLOSED	0	32,980	-32,980	-100%	$318.9K	$0	-$318.9K	2024-08-16
Whittier Trust Co of Nevada Inc	CLOSED	0	32,642	-32,642	-100%	$315.6K	$0	-$315.6K	2024-07-29
Schechter Investment Advisors, LLC	CLOSED	0	32,382	-32,382	-100%	$313.1K	$0	-$313.1K	2024-08-12
Kestra Private Wealth Services, LLC	CLOSED	0	29,485	-29,485	-100%	$285.1K	$0	-$285.1K	2024-08-12
Atria Wealth Solutions, Inc.	CLOSED	0	28,000	-28,000	-100%	$270.8K	$0	-$270.8K	2024-07-22
Janney Montgomery Scott LLC	CLOSED	0	27,127	-27,127	-100%	$262	$0	-$262	2024-07-25
Oppenheimer & Co Inc	CLOSED	0	26,971	-26,971	-100%	$260.8K	$0	-$260.8K	2024-08-08
Moors & Cabot, Inc.	CLOSED	0	26,070	-26,070	-100%	$252.1K	$0	-$252.1K	2024-08-09
Baird Financial Group, Inc.	CLOSED	0	24,563	-24,563	-100%	$237.5K	$0	-$237.5K	2024-08-14
Rockefeller Capital Management L.P.	CLOSED	0	23,293	-23,293	-100%	$225.3K	$0	-$225.3K	2024-08-12
Smith, Moore & Co.	CLOSED	0	23,124	-23,124	-100%	$223.6K	$0	-$223.6K	2024-08-14
Natixis Advisors, LLC	CLOSED	0	22,560	-22,560	-100%	$218	$0	-$218	2024-08-01
Truist Financial Corp	CLOSED	0	21,392	-21,392	-100%	$206.9K	$0	-$206.9K	2024-08-21
H D Vest Advisory Services	CLOSED	0	19,200	-19,200	-100%	$185.7K	$0	-$185.7K	2024-08-09
SIT Investment Associates Inc	CLOSED	0	18,143	-18,143	-100%	$175	$0	-$175	2024-08-14
Prospera Financial Services Inc	CLOSED	0	17,158	-17,158	-100%	$165.9K	$0	-$165.9K	2024-08-13
NWF Advisory Services Inc.	CLOSED	0	16,900	-16,900	-100%	$163.4K	$0	-$163.4K	2025-10-06
Register Financial Advisors LLC	CLOSED	0	16,299	-16,299	-100%	$157.6K	$0	-$157.6K	2024-07-12
B. Riley Wealth Advisors, Inc.	CLOSED	0	14,946	-14,946	-100%	$118.2K	$0	-$118.2K	2024-08-19
Catalina Capital Group, LLC	CLOSED	0	13,995	-13,995	-100%	$135.3K	$0	-$135.3K	2024-07-24
Quantum Portfolio Management LLC	CLOSED	0	13,837	-13,837	-100%	$133.8K	$0	-$133.8K	2024-08-06
NorthCoast Asset Management LLC	CLOSED	0	13,245	-13,245	-100%	$128.1K	$0	-$128.1K	2024-08-14
Pekin Hardy Strauss, Inc.	CLOSED	0	13,185	-13,185	-100%	$127.5K	$0	-$127.5K	2024-08-09
Sigma Planning Corp	CLOSED	0	12,732	-12,732	-100%	$123.1K	$0	-$123.1K	2024-08-06
Blue Bell Private Wealth Management, LLC	CLOSED	0	11,956	-11,956	-100%	$115.6K	$0	-$115.6K	2024-08-05
Kingsview Wealth Management, LLC	CLOSED	0	11,596	-11,596	-100%	$112.1K	$0	-$112.1K	2024-08-14
Sheaff Brock Investment Advisors, LLC	CLOSED	0	11,500	-11,500	-100%	$111.2K	$0	-$111.2K	2024-07-30
Harbour Investments, Inc.	CLOSED	0	10,720	-10,720	-100%	$103.7K	$0	-$103.7K	2024-07-26
Mariner, LLC	CLOSED	0	10,513	-10,513	-100%	$101.7K	$0	-$101.7K	2024-08-13
Lanark Financial, Inc.	CLOSED	0	6,216	-6,216	-100%	$61	$0	-$61	2024-07-10
Future Financial Wealth Managment LLC	CLOSED	0	5,500	-5,500	-100%	$53.2K	$0	-$53.2K	2024-07-16
Covestor Ltd	CLOSED	0	4,515	-4,515	-100%	$44	$0	-$44	2024-08-09
UMB Bank, n.a.	CLOSED	0	3,650	-3,650	-100%	$35.3K	$0	-$35.3K	2024-07-29
Salomon & Ludwin, LLC	CLOSED	0	2,900	-2,900	-100%	$28.0K	$0	-$28.0K	2024-07-25
US Bancorp \de\	CLOSED	0	2,700	-2,700	-100%	$26.1K	$0	-$26.1K	2024-08-07
Ancora Advisors LLCA	CLOSED	0	2,577	-2,577	-100%	$24.9K	$0	-$24.9K	2024-08-14
Steward Partners Investment Advisory, LLC	CLOSED	0	2,200	-2,200	-100%	$21.3K	$0	-$21.3K	2024-08-08
Caldwell Sutter Capital, Inc.	CLOSED	0	1,586	-1,586	-100%	$15.3K	$0	-$15.3K	2024-07-23
PNC Financial Services Group, Inc.	CLOSED	0	1,500	-1,500	-100%	$14.5K	$0	-$14.5K	2024-08-09
NBT Bank, N.A.	CLOSED	0	1,068	-1,068	-100%	$10.3K	$0	-$10.3K	2024-07-30
CWM, LLC	CLOSED	0	700	-700	-100%	$7	$0	-$7	2024-07-10
Riggs Asset Managment Co. Inc.	CLOSED	0	606	-606	-100%	$5.9K	$0	-$5.9K	2024-07-29
Clear Point Advisors Inc.	CLOSED	0	286	-286	-100%	$2.8K	$0	-$2.8K	2024-08-14
Iron Horse Wealth Management, LLC	CLOSED	0	250	-250	-100%	$2.4K	$0	-$2.4K	2024-07-22
Global Retirement Partners, LLC	CLOSED	0	217	-217	-100%	$2.1K	$0	-$2.1K	2024-07-23
Tower Research Capital LLC (TRC)	CLOSED	0	7	-7	-100%	$68	$0	-$68	2024-08-13
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2024-07-23

Showing 95 of 95 institutions