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First Trust Emerging Markets (FEMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Treasure Coast Financial Planning
INCREASED
Shares255,981 from 28,972
Change+227,009 (+784%)
Value$7.3M (+$6.4M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares227,452 from 451,677
Change-224,225 (-50%)
Value$6.5M (-$6.7M)
Filed 2026-10-16
Indivisible Partners
NEW
Shares214,182
Change+214,182
Value$6.1M
Filed 2026-10-26
Euro Pacific Asset Management, LLC
INCREASED
Shares110,247 from 109,054
Change+1,193 (+1%)
Value$3.1M (-$77.2K)
Filed 2026-11-03
Econ Financial Services Corp
NEW
Shares108,448
Change+108,448
Value$3.1M
Filed 2026-10-19
Endowment Wealth Management, Inc.
INCREASED
Shares95,203 from 81,169
Change+14,034 (+17%)
Value$2.7M (+$339.6K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares62,235 from 58,308
Change+3,927 (+7%)
Value$1.8M (+$68.7K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
NEW
Shares61,513
Change+61,513
Value$1.7M
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
NEW
Shares60,655
Change+60,655
Value$1.7M
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED
Shares60,188 from 60,441
Change-253 (0%)
Value$1.7M (-$51.9K)
Filed 2026-11-02
MGO One Seven LLC
NEW
Shares54,828
Change+54,828
Value$1.6M
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares47,942 from 51,379
Change-3,437 (-7%)
Value$1.4M (-$135.9K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares46,737 from 40,140
Change+6,597 (+16%)
Value$1.3M (+$158.2K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares40,631 from 33,100
Change+7,531 (+23%)
Value$1.1M (+$171.7K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares36,250 from 39,799
Change-3,549 (-9%)
Value$1.0M (-$130.5K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares34,737 from 45,572
Change-10,835 (-24%)
Value$989.0K (-$343.0K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares30,315 from 28,662
Change+1,653 (+6%)
Value$863.4K (+$25.9K)
Filed 2026-10-21
Cottonwood Capital Advisors, LLC
DECREASED
Shares28,369 from 28,383
Change-14 (0%)
Value$808.0K (-$21.4K)
Filed 2026-10-20
Rareview Capital LLC
INCREASED
Shares27,768 from 24,636
Change+3,132 (+13%)
Value$790.8K (+$79.3K)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares24,240 from 30,351
Change-6,111 (-20%)
Value$690.4K (-$196.5K)
Filed 2026-10-15
Realta Investment Advisors
INCREASED
Shares17,174 from 10,848
Change+6,326 (+58%)
Value$489.1K (+$172.1K)
Filed 2026-10-14
BAM Wealth Management, LLC
INCREASED
Shares16,709 from 16,169
Change+540 (+3%)
Value$475.9K (+$3.4K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares15,801 from 15,305
Change+496 (+3%)
Value$450.0K (+$3.0K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares13,324 from 13,369
Change-45 (0%)
Value$379.5K (-$11.2K)
Filed 2026-10-30
Balboa Wealth Partners
INCREASED
Shares11,762 from 11,092
Change+670 (+6%)
Value$335.0K (+$10.9K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares11,673 from 11,448
Change+225 (+2%)
Value$332.4K (-$2.1K)
Filed 2026-11-05
Truist Financial Corp
NEW
Shares11,326
Change+11,326
Value$322.6K
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares10,688 from 7,685
Change+3,003 (+39%)
Value$304.4K (+$79.8K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares10,681 from 11,069
Change-388 (-4%)
Value$304.2K (-$19.2K)
Filed 2026-11-03
Wagner Wealth Management, LLC
DECREASED
Shares10,670 from 11,915
Change-1,245 (-10%)
Value$303.9K (-$44.3K)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares10,470 from 9,388
Change+1,082 (+12%)
Value$298.2K (+$23.9K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares8,759 from 8,621
Change+138 (+2%)
Value$249.5K (-$2.5K)
Filed 2026-10-15
Milestones Private Investment Advisors LLC
INCREASED
Shares8,641 from 8,424
Change+217 (+3%)
Value$246.1K (-$53)
Filed 2026-10-19
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares7,948 from 8,169
Change-221 (-3%)
Value$226.4K (-$12.3K)
Filed 2026-10-14
Wagner Wealth Management, Corp
DECREASED
Shares7,395 from 8,540
Change-1,145 (-13%)
Value$210.6K (-$38.9K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
NEW
Shares7,182
Change+7,182
Value$204.5K
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares7,136 from 7,732
Change-596 (-8%)
Value$203.2K (-$22.7K)
Filed 2026-10-26
Intesa Sanpaolo Wealth Management
DECREASED
Shares5,000 from 8,000
Change-3,000 (-37%)
Value$142.4K (-$91.4K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares2,716 from 1,951
Change+765 (+39%)
Value$77.4K (+$20.3K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,863 from 1,863
Change0 (0%)
Value$52.9K (-$1.5K)
Filed 2026-10-30
Raleigh Capital Management Inc.
DECREASED
Shares759 from 1,032
Change-273 (-26%)
Value$21.6K (-$8.5K)
Filed 2026-10-28
Triumph Capital Management
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$19.9K (-$518)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares653 from 611
Change+42 (+7%)
Value$18.6K (+$750)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$12.6K (-$326)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
DECREASED
Shares196 from 264
Change-68 (-26%)
Value$5.6K (-$2.1K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares76 from 37
Change+39 (+105%)
Value$2.2K (+$1.1K)
Filed 2026-11-02
Larson Financial Group LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.7K (-$44)
Filed 2026-11-05
Key Capital Management, Inc
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$883 (-$23)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares26 from 24
Change+2 (+8%)
Value$740 (+$39)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$399 (-$10)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
DECREASED
Shares10 from 11
Change-1 (-9%)
Value$298 (-$31)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
NEW
Shares7
Change+7
Value$187
Filed 2026-11-04
SBI Securities Co., Ltd.
NEW
Shares1
Change+1
Value$28
Filed 2026-10-22
Iams Wealth Management, LLC
CLOSED
Shares0 from 78,322
Change-78,322 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-15
InTrack Investment Management Inc
CLOSED
Shares0 from 17,561
Change-17,561 (-100%)
Value$0 (-$513.1K)
Filed 2026-10-15
Providence First Trust Co
CLOSED
Shares0 from 12,336
Change-12,336 (-100%)
Value$0 (-$360.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 6,937
Change-6,937 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-13
Farther Finance Advisors, LLC
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-08
Mascoma Wealth Management LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$205)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 1,774,864
Change-1,774,864 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,161,531
Change-1,161,531 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 400,691
Change-400,691 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 395,313
Change-395,313 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 378,657
Change-378,657 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 339,820
Change-339,820 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 334,078
Change-334,078 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 251,947
Change-251,947 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 240,435
Change-240,435 (-100%)
Value—
&partners
N/A
Shares— from 153,243
Change-153,243 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 125,289
Change-125,289 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 110,701
Change-110,701 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 86,262
Change-86,262 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,398
Change-75,398 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 55,535
Change-55,535 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 55,446
Change-55,446 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 45,387
Change-45,387 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 44,954
Change-44,954 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 44,643
Change-44,643 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,740
Change-30,740 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,945
Change-25,945 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 25,384
Change-25,384 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,597
Change-21,597 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,421
Change-21,421 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 19,250
Change-19,250 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 19,061
Change-19,061 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,152
Change-15,152 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 14,702
Change-14,702 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 14,353
Change-14,353 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 11,923
Change-11,923 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,003
Change-9,003 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,777
Change-8,777 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,612
Change-7,612 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 311
Change-311 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 282
Change-282 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 54
Change-54 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
Treasure Coast Financial Planning
INCREASED255,98128,972+227,009+784%$846.6K$7.3M+$6.4M2026-11-03
Concurrent Investment Advisors, LLC
DECREASED227,452451,677-224,225-50%$13.2M$6.5M-$6.7M2026-10-16
Indivisible Partners
NEW214,182—+214,182——$6.1M—2026-10-26
Euro Pacific Asset Management, LLC
INCREASED110,247109,054+1,193+1%$3.2M$3.1M-$77.2K2026-11-03
Econ Financial Services Corp
NEW108,448—+108,448——$3.1M—2026-10-19
Endowment Wealth Management, Inc.
INCREASED95,20381,169+14,034+17%$2.4M$2.7M+$339.6K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED62,23558,308+3,927+7%$1.7M$1.8M+$68.7K2026-10-13
TD Waterhouse Canada Inc.
NEW61,513—+61,513——$1.7M—2026-10-16
Elevation Point Wealth Partners, LLC
NEW60,655—+60,655——$1.7M—2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED60,18860,441-2530%$1.8M$1.7M-$51.9K2026-11-02
MGO One Seven LLC
NEW54,828—+54,828——$1.6M—2026-10-28
Avior Wealth Management, LLC
DECREASED47,94251,379-3,437-7%$1.5M$1.4M-$135.9K2026-10-13
D.A. Davidson & Co.
INCREASED46,73740,140+6,597+16%$1.2M$1.3M+$158.2K2026-10-28
Prospera Financial Services Inc
INCREASED40,63133,100+7,531+23%$967.0K$1.1M+$171.7K2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED36,25039,799-3,549-9%$1.2M$1.0M-$130.5K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED34,73745,572-10,835-24%$1.3M$989.0K-$343.0K2026-11-02
Assetmark, Inc
INCREASED30,31528,662+1,653+6%$837.5K$863.4K+$25.9K2026-10-21
Cottonwood Capital Advisors, LLC
DECREASED28,36928,383-140%$829.3K$808.0K-$21.4K2026-10-20
Rareview Capital LLC
INCREASED27,76824,636+3,132+13%$711.5K$790.8K+$79.3K2026-11-05
HBW Advisory Services LLC
DECREASED24,24030,351-6,111-20%$886.9K$690.4K-$196.5K2026-10-15
Realta Investment Advisors
INCREASED17,17410,848+6,326+58%$317.0K$489.1K+$172.1K2026-10-14
BAM Wealth Management, LLC
INCREASED16,70916,169+540+3%$472.5K$475.9K+$3.4K2026-10-15
Park Avenue Securities LLC
INCREASED15,80115,305+496+3%$447.0K$450.0K+$3.0K2026-10-26
Spire Wealth Management
DECREASED13,32413,369-450%$390.6K$379.5K-$11.2K2026-10-30
Balboa Wealth Partners
INCREASED11,76211,092+670+6%$324.1K$335.0K+$10.9K2026-10-20
Fifth Third Bancorp
INCREASED11,67311,448+225+2%$334.5K$332.4K-$2.1K2026-11-05
Truist Financial Corp
NEW11,326—+11,326——$322.6K—2026-10-30
Kestra Advisory Services, LLC
INCREASED10,6887,685+3,003+39%$224.6K$304.4K+$79.8K2026-11-02
RFG Advisory, LLC
DECREASED10,68111,069-388-4%$323.4K$304.2K-$19.2K2026-11-03
Wagner Wealth Management, LLC
DECREASED10,67011,915-1,245-10%$348.2K$303.9K-$44.3K2026-10-21
Perigon Wealth Management, LLC
INCREASED10,4709,388+1,082+12%$274.3K$298.2K+$23.9K2026-10-22
Atria Investments, Inc
INCREASED8,7598,621+138+2%$251.9K$249.5K-$2.5K2026-10-15
Milestones Private Investment Advisors LLC
INCREASED8,6418,424+217+3%$246.1K$246.1K-$532026-10-19
Fearless Solutions, LLC dba Best Invest
DECREASED7,9488,169-221-3%$238.7K$226.4K-$12.3K2026-10-14
Wagner Wealth Management, Corp
DECREASED7,3958,540-1,145-13%$249.5K$210.6K-$38.9K2026-10-20
Dynamic Advisor Solutions LLC
NEW7,182—+7,182——$204.5K—2026-10-13
Oppenheimer & Co Inc
DECREASED7,1367,732-596-8%$225.9K$203.2K-$22.7K2026-10-26
Intesa Sanpaolo Wealth Management
DECREASED5,0008,000-3,000-37%$233.8K$142.4K-$91.4K2026-10-28
Private Trust Co NA
INCREASED2,7161,951+765+39%$57.0K$77.4K+$20.3K2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED1,8631,86300%$54.4K$52.9K-$1.5K2026-10-30
Raleigh Capital Management Inc.
DECREASED7591,032-273-26%$30.2K$21.6K-$8.5K2026-10-28
Triumph Capital Management
UNCHANGED70070000%$20.5K$19.9K-$5182026-10-14
Rossby Financial, LCC
INCREASED653611+42+7%$17.9K$18.6K+$7502026-11-05
Lanark Financial, Inc.
UNCHANGED44144100%$12.9K$12.6K-$3262026-10-26
Tounjian Advisory Partners, LLC
DECREASED196264-68-26%$7.7K$5.6K-$2.1K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED7637+39+105%$1.1K$2.2K+$1.1K2026-11-02
Larson Financial Group LLC
UNCHANGED595900%$1.7K$1.7K-$442026-11-05
Key Capital Management, Inc
UNCHANGED313100%$906$883-$232026-11-03
Silver Grove Financial Group, Inc.
INCREASED2624+2+8%$701$740+$392026-11-05
IFP Advisors, Inc
UNCHANGED141400%$409$399-$102026-10-16
Lloyd Advisory Services, Llc.
DECREASED1011-1-9%$329$298-$312026-11-02
Allspring Global Investments Holdings, LLC
NEW7—+7——$187—2026-11-04
SBI Securities Co., Ltd.
NEW1—+1——$28—2026-10-22
Iams Wealth Management, LLC
CLOSED078,322-78,322-100%$2.3M$0-$2.3M2026-10-15
InTrack Investment Management Inc
CLOSED017,561-17,561-100%$513.1K$0-$513.1K2026-10-15
Providence First Trust Co
CLOSED012,336-12,336-100%$360.5K$0-$360.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
CLOSED06,937-6,937-100%$205.1K$0-$205.1K2026-10-13
Farther Finance Advisors, LLC
CLOSED087-87-100%$2.5K$0-$2.5K2026-10-08
Mascoma Wealth Management LLC
CLOSED042-42-100%$1.2K$0-$1.2K2026-10-23
Tucker Asset Management LLC
CLOSED07-7-100%$205$0-$2052026-10-29
Morgan Stanley
N/A—1,774,864-1,774,864-100%$51.9M———
LPL Financial LLC
N/A—1,161,531-1,161,531-100%$33.9M———
Royal Bank of Canada
N/A—400,691-400,691-100%$11.7M———
Wells Fargo & Company
N/A—395,313-395,313-100%$11.6M———
Marshall Financial Group, LLC
N/A—378,657-378,657-100%$11.1M———
Osaic Holdings, Inc.
N/A—339,820-339,820-100%$9.9M———
First Trust Advisors LP
N/A—334,078-334,078-100%$9.8M———
Seascape Capital Management
N/A—251,947-251,947-100%$7.4M———
Envestnet Asset Management Inc
N/A—240,435-240,435-100%$7.0M———
&partners
N/A—153,243-153,243-100%$4.5M———
Raymond James Financial Inc
N/A—125,289-125,289-100%$3.7M———
Cetera Investment Advisers
N/A—110,701-110,701-100%$3.2M———
Janney Montgomery Scott LLC
N/A—86,262-86,262-100%$2.5M———
NewEdge Advisors, LLC
N/A—75,398-75,398-100%$2.2M———
Jane Street Group, LLC
N/A—55,535-55,535-100%$1.6M———
Sanctuary Advisors, LLC
N/A—55,446-55,446-100%$1.6M———
Harbour Investments, Inc.
N/A—45,387-45,387-100%$1.3M———
Advisory Services Network, LLC
N/A—44,954-44,954-100%$1.3M———
Old Mission Capital LLC
N/A—44,643-44,643-100%$1.3M———
Vestmark Advisory Solutions, Inc.
N/A—30,740-30,740-100%$898.2K———
OneDigital Investment Advisors LLC
N/A—25,945-25,945-100%$758.1K———
Pine Valley Investments Ltd Liability Co
N/A—25,384-25,384-100%$741.7K———
Steward Partners Investment Advisory, LLC
N/A—21,597-21,597-100%$631.1K———
Envestnet Portfolio Solutions, Inc.
N/A—21,421-21,421-100%$625.9K———
MAI Capital Management
N/A—19,500-19,500-100%$569.8K———
Benjamin Edwards Inc
N/A—19,250-19,250-100%$562.7K———
Private Advisory Group LLC
N/A—19,061-19,061-100%$557.0K———
MML Investors Services, LLC
N/A—15,152-15,152-100%$442.7K———
Kovack Advisors, Inc.
N/A—14,702-14,702-100%$430.7K———
FSB Premier Wealth Management, Inc.
N/A—14,353-14,353-100%$419.4K———
KKM Financial LLC
N/A—11,923-11,923-100%$348.4K———
Private Advisor Group, LLC
N/A—10,675-10,675-100%$311.9K———
Beacon Pointe Advisors, LLC
N/A—9,003-9,003-100%$263.1K———
Stifel Financial Corp
N/A—8,777-8,777-100%$256.5K———
UBS Asset Management Americas LLC
N/A—7,612-7,612-100%$222.4K———
AE Wealth Management LLC
N/A—6,972-6,972-100%$203.7K———
Elequin Capital, LP
N/A—6,086-6,086-100%$177.8K———
UBS Group AG
N/A—4,215-4,215-100%$123.2K———
Arax Advisory Partners
N/A—2,712-2,712-100%$79.3K———
Dunhill Financial, LLC
N/A—1,555-1,555-100%$45.2K———
Smartleaf Asset Management LLC
N/A—1,173-1,173-100%$34.4K———
IFG Advisory, LLC
N/A—924-924-100%$27.0K———
Global Retirement Partners, LLC
N/A—612-612-100%$17.9K———
Rockefeller Capital Management L.P.
N/A—311-311-100%$9.1K———
BFC Planning, Inc.
N/A—302-302-100%$8.8K———
Whittier Trust Co of Nevada Inc
N/A—282-282-100%$8.3K———
Mcguire Capital Advisors Inc
N/A—54-54-100%$1.6K———
Caitlin John, LLC
N/A—52-52-100%$1.5K———
Jones Financial Companies Lllp
N/A—21-21-100%$614———
Showing 109 of 109 institutions