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First Trust Municipal High I (FMHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,597,642 from 1,503,752
Change+1,093,890 (+73%)
Value$115.8M (+$43.1M)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares534,854 from 398,018
Change+136,836 (+34%)
Value$24.0M (+$4.7M)
Filed 2026-10-29
Financial Partners Group, Inc
DECREASED
Shares281,945 from 355,392
Change-73,447 (-21%)
Value$12.6M (-$4.6M)
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares210,387 from 345,764
Change-135,377 (-39%)
Value$9.4M (-$7.3M)
Filed 2026-11-04
Principle Wealth Partners LLC
DECREASED
Shares209,303 from 222,961
Change-13,658 (-6%)
Value$9.4M (-$1.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares205,298 from 190,300
Change+14,998 (+8%)
Value$9.2M (-$20.0K)
Filed 2026-11-02
EnRich Financial Partners LLC
DECREASED
Shares186,848 from 187,384
Change-536 (0%)
Value$8.4M (-$706.1K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares129,683 from 83,319
Change+46,364 (+56%)
Value$5.8M (+$1.8M)
Filed 2026-11-02
Plan Group Financial, LLC
DECREASED
Shares100,632 from 101,321
Change-689 (-1%)
Value$4.6M (-$337.3K)
Filed 2026-10-22
Vaquero Private Wealth, LTD
DECREASED
Shares98,300 from 101,674
Change-3,374 (-3%)
Value$4.4M (-$521.4K)
Filed 2026-10-27
Cyndeo Wealth Partners, LLC
INCREASED
Shares94,056 from 92,000
Change+2,056 (+2%)
Value$4.2M (-$242.7K)
Filed 2026-10-16
Ashton Thomas Securities, LLC
DECREASED
Shares83,655 from 83,662
Change-7 (0%)
Value$3.8M (-$304.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares81,067 from 77,917
Change+3,150 (+4%)
Value$3.6M (-$134.3K)
Filed 2026-11-02
MBL Wealth, LLC
INCREASED
Shares78,885 from 77,605
Change+1,280 (+2%)
Value$3.5M (-$225.1K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
INCREASED
Shares74,128 from 73,438
Change+690 (+1%)
Value$3.3M (-$236.4K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares68,074 from 54,013
Change+14,061 (+26%)
Value$3.1M (+$434.0K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares67,404 from 56,275
Change+11,129 (+20%)
Value$3.0M (+$294.3K)
Filed 2026-10-30
Atlas Private Wealth Advisors
DECREASED
Shares55,648 from 56,091
Change-443 (-1%)
Value$2.5M (-$224.0K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares53,045 from 57,287
Change-4,242 (-7%)
Value$2.4M (-$398.8K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares49,545 from 54,039
Change-4,494 (-8%)
Value$2.2M (-$398.3K)
Filed 2026-11-03
First Horizon Corp
UNCHANGED
Shares49,500 from 49,500
Change0 (0%)
Value$2.2M (-$180.2K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares40,925 from 36,758
Change+4,167 (+11%)
Value$1.8M (+$53.1K)
Filed 2026-11-05
Econ Financial Services Corp
NEW
Shares39,515
Change+39,515
Value$1.8M
Filed 2026-10-19
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares39,398 from 29,177
Change+10,221 (+35%)
Value$1.8M (+$352.2K)
Filed 2026-10-14
Avior Wealth Management, LLC
DECREASED
Shares34,755 from 36,756
Change-2,001 (-5%)
Value$1.6M (-$223.6K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares33,605 from 33,984
Change-379 (-1%)
Value$1.5M (-$140.7K)
Filed 2026-10-16
Curran Financial Partners, LLC
INCREASED
Shares32,480 from 28,207
Change+4,273 (+15%)
Value$1.5M (+$89.0K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares30,612 from 41,153
Change-10,541 (-26%)
Value$1.4M (-$622.6K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares29,821 from 23,174
Change+6,647 (+29%)
Value$1.3M (+$213.8K)
Filed 2026-11-05
ShoreHaven Wealth Partners, LLC
DECREASED
Shares28,881 from 33,442
Change-4,561 (-14%)
Value$1.3M (-$326.2K)
Filed 2026-10-16
GSG Advisors LLC
INCREASED
Shares26,739 from 26,574
Change+165 (+1%)
Value$1.2M (-$89.3K)
Filed 2026-11-03
Rockland Trust Co
DECREASED
Shares26,645 from 35,296
Change-8,651 (-25%)
Value$1.2M (-$516.5K)
Filed 2026-10-05
Signal Advisors Wealth, LLC
UNCHANGED
Shares25,392 from 25,392
Change0 (0%)
Value$1.1M (-$92.4K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares23,131 from 29,611
Change-6,480 (-22%)
Value$1.0M (-$398.4K)
Filed 2026-11-06
High Net Worth Advisory Group LLC
INCREASED
Shares22,581 from 22,488
Change+93 (+0%)
Value$1.0M (-$77.7K)
Filed 2026-10-26
Hobart Private Capital, LLC
DECREASED
Shares22,407 from 26,834
Change-4,427 (-16%)
Value$1.0M (-$296.2K)
Filed 2026-10-19
Crumly & Associates Inc.
DECREASED
Shares19,811 from 20,536
Change-725 (-4%)
Value$888.5K (-$107.3K)
Filed 2026-10-07
Boyd Wealth Management, LLC
INCREASED
Shares19,450 from 18,473
Change+977 (+5%)
Value$872.3K (-$23.4K)
Filed 2026-10-20
MGO One Seven LLC
NEW
Shares19,122
Change+19,122
Value$857.6K
Filed 2026-10-28
Retirement Planning Group, LLC
NEW
Shares18,890
Change+18,890
Value$847.2K
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares18,806 from 17,923
Change+883 (+5%)
Value$843.5K (-$25.6K)
Filed 2026-10-23
Triton Wealth Management, Pllc
DECREASED
Shares18,693 from 23,317
Change-4,624 (-20%)
Value$864.2K (-$263.2K)
Filed 2026-11-04
Platform Technology Partners
DECREASED
Shares18,214 from 19,172
Change-958 (-5%)
Value$816.9K (-$112.7K)
Filed 2026-11-02
Nations Financial Group Inc,
DECREASED
Shares17,585 from 18,695
Change-1,110 (-6%)
Value$788.7K (-$117.8K)
Filed 2026-11-05
Seamount Financial Group Inc
INCREASED
Shares17,469 from 17,381
Change+88 (+1%)
Value$783.5K (-$59.3K)
Filed 2026-10-21
Schwallier Wealth Management LLC
NEW
Shares16,983
Change+16,983
Value$761.7K
Filed 2026-11-05
Flagship Harbor Advisors, LLC
NEW
Shares16,260
Change+16,260
Value$729.3K
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares16,224 from 14,708
Change+1,516 (+10%)
Value$727.6K (+$14.5K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares16,143 from 16,943
Change-800 (-5%)
Value$724.0K (-$97.5K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares16,039 from 14,241
Change+1,798 (+13%)
Value$719.3K (+$28.8K)
Filed 2026-11-02
Milestones Private Investment Advisors LLC
DECREASED
Shares14,980 from 15,714
Change-734 (-5%)
Value$671.9K (-$90.1K)
Filed 2026-10-19
Country Trust Bank
DECREASED
Shares14,663 from 14,954
Change-291 (-2%)
Value$657.6K (-$67.5K)
Filed 2026-10-30
Wedbush Securities Inc
NEW
Shares13,875
Change+13,875
Value$622.0K
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares13,549 from 13,548
Change+1 (+0%)
Value$607.7K (-$49.2K)
Filed 2026-10-23
WealthCare Investment Partners, LLC
DECREASED
Shares12,815 from 13,605
Change-790 (-6%)
Value$574.7K (-$85.0K)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED
Shares12,339 from 8,584
Change+3,755 (+44%)
Value$553.4K (+$137.2K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares11,186 from 8,335
Change+2,851 (+34%)
Value$501.7K (+$97.5K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
DECREASED
Shares10,740 from 11,279
Change-539 (-5%)
Value$481.7K (-$65.2K)
Filed 2026-10-29
Hedeker Wealth, LLC
UNCHANGED
Shares10,518 from 10,518
Change0 (0%)
Value$471.7K (-$38.3K)
Filed 2026-10-23
Jacobi Capital Management LLC
INCREASED
Shares9,638 from 8,417
Change+1,221 (+15%)
Value$432.3K (+$24.1K)
Filed 2026-11-05
Uniting Wealth Partners, LLC
INCREASED
Shares9,330 from 6,810
Change+2,520 (+37%)
Value$418.5K (+$88.2K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares8,731 from 2,686
Change+6,045 (+225%)
Value$391.6K (+$261.3K)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares8,719 from 7,944
Change+775 (+10%)
Value$403.3K (+$18.1K)
Filed 2026-11-04
Creative Planning
NEW
Shares8,649
Change+8,649
Value$387.9K
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares8,328 from 7,414
Change+914 (+12%)
Value$373.5K (+$14.0K)
Filed 2026-10-22
Landmark Wealth Management, LLC
INCREASED
Shares8,266 from 4,376
Change+3,890 (+89%)
Value$370.7K (+$158.5K)
Filed 2026-11-03
Essex Bank
UNCHANGED
Shares8,127 from 8,127
Change0 (0%)
Value$364.4K (-$29.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares7,455 from 6,687
Change+768 (+11%)
Value$334.4K (+$10.1K)
Filed 2026-10-08
Triumph Capital Management
INCREASED
Shares6,955 from 4,475
Change+2,480 (+55%)
Value$311.9K (+$94.9K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares6,750 from 7,405
Change-655 (-9%)
Value$303.1K (-$56.0K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares6,646 from 7,496
Change-850 (-11%)
Value$298.1K (-$65.4K)
Filed 2026-10-28
Independent Financial Group, LLC
NEW
Shares6,448
Change+6,448
Value$289.2K
Filed 2026-10-13
LVZ, Inc.
INCREASED
Shares6,308 from 4,758
Change+1,550 (+33%)
Value$282.9K (+$52.2K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
DECREASED
Shares6,298 from 8,304
Change-2,006 (-24%)
Value$282.5K (-$120.2K)
Filed 2026-10-23
Xcel Wealth Management, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$269.1K (-$21.8K)
Filed 2026-10-26
Level Four Advisory Services, LLC
DECREASED
Shares5,901 from 6,182
Change-281 (-5%)
Value$264.7K (-$35.1K)
Filed 2026-11-06
Flagstar Securities, Inc
INCREASED
Shares5,688 from 5,622
Change+66 (+1%)
Value$255.1K (-$17.6K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares5,641 from 6,052
Change-411 (-7%)
Value$258.4K (-$29.0K)
Filed 2026-10-27
Stewardship Advisors, LLC
UNCHANGED
Shares5,434 from 5,434
Change0 (0%)
Value$243.7K (-$19.8K)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares4,552 from 4,552
Change0 (0%)
Value$204.2K (-$16.6K)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$196.2K (-$15.9K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares3,266 from 5,041
Change-1,775 (-35%)
Value$146.5K (-$98.0K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares2,867 from 2,849
Change+18 (+1%)
Value$128.6K (-$9.6K)
Filed 2026-10-20
Farmers & Merchants Investments Inc
DECREASED
Shares2,200 from 2,291
Change-91 (-4%)
Value$98.7K (-$12.4K)
Filed 2026-10-22
Hughes Financial Services, LLC
DECREASED
Shares1,973 from 2,537
Change-564 (-22%)
Value$90.9K (-$32.1K)
Filed 2026-10-30
IMG Wealth Management, Inc.
INCREASED
Shares1,821 from 1,663
Change+158 (+10%)
Value$81.7K (+$1.1K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares1,670
Change+1,670
Value$75.0K
Filed 2026-10-14
Duncker Streett & Co Inc
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$62.4K (-$5.1K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$46.9K (-$3.8K)
Filed 2026-11-03
Signature Equity Partners, LLC
DECREASED
Shares800 from 894
Change-94 (-11%)
Value$35.9K (-$7.5K)
Filed 2026-10-29
Larson Financial Group LLC
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$27.4K (-$2.2K)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$26.1K (-$2.1K)
Filed 2026-10-28
Mosley Wealth Management
INCREASED
Shares336 from 332
Change+4 (+1%)
Value$15.3K (-$836)
Filed 2026-10-16
Golden State Wealth Management, LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$14.8K (-$1.2K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$14.2K (-$1.2K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares275
Change+275
Value$12.3K
Filed 2026-10-27
Lanark Financial, Inc.
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$6.8K (-$549)
Filed 2026-10-26
Rossby Financial, LCC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$5.8K (-$473)
Filed 2026-11-05
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 116,300
Change-116,300 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-21
AJ Advisors, LLC
CLOSED
Shares0 from 62,460
Change-62,460 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 11,285
Change-11,285 (-100%)
Value$0 (-$547.2K)
Filed 2026-10-15
Mattern Wealth Management LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$387.9K)
Filed 2026-11-04
Genesee Capital Advisors, LLC
CLOSED
Shares0 from 7,121
Change-7,121 (-100%)
Value$0 (-$345.3K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 6,020
Change-6,020 (-100%)
Value$0 (-$291.9K)
Filed 2026-10-22
Altus Wealth Group LLC
CLOSED
Shares0 from 4,351
Change-4,351 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-20
Aurora Private Wealth, Inc.
CLOSED
Shares0 from 4,224
Change-4,224 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 346
Change-346 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-16
Tucker Asset Management LLC
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 1,407,555
Change-1,407,555 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,179,422
Change-1,179,422 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,164,558
Change-1,164,558 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 798,191
Change-798,191 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 572,777
Change-572,777 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 401,181
Change-401,181 (-100%)
Value—
UBS Group AG
N/A
Shares— from 376,746
Change-376,746 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 339,168
Change-339,168 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 306,655
Change-306,655 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 296,778
Change-296,778 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 269,771
Change-269,771 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 250,956
Change-250,956 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 223,575
Change-223,575 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 213,508
Change-213,508 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 183,026
Change-183,026 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 144,709
Change-144,709 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 136,772
Change-136,772 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 118,821
Change-118,821 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 93,322
Change-93,322 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 74,899
Change-74,899 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 71,455
Change-71,455 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 49,293
Change-49,293 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 46,517
Change-46,517 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 45,272
Change-45,272 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 40,393
Change-40,393 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 39,441
Change-39,441 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 37,338
Change-37,338 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 36,758
Change-36,758 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 33,503
Change-33,503 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 33,499
Change-33,499 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,915
Change-32,915 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 31,677
Change-31,677 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 31,597
Change-31,597 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 30,128
Change-30,128 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 27,642
Change-27,642 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,282
Change-27,282 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,271
Change-27,271 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 26,281
Change-26,281 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 25,637
Change-25,637 (-100%)
Value—
Stephens Inc
N/A
Shares— from 25,098
Change-25,098 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 25,079
Change-25,079 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 22,926
Change-22,926 (-100%)
Value—
&partners
N/A
Shares— from 22,267
Change-22,267 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 21,327
Change-21,327 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 17,897
Change-17,897 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,440
Change-16,440 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 15,175
Change-15,175 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,020
Change-15,020 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,359
Change-13,359 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,237
Change-12,237 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 11,680
Change-11,680 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 11,478
Change-11,478 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,048
Change-11,048 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,002
Change-11,002 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 10,836
Change-10,836 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,114
Change-10,114 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,305
Change-9,305 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,138
Change-9,138 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 8,733
Change-8,733 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,238
Change-8,238 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 7,982
Change-7,982 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,623
Change-7,623 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,080
Change-7,080 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,930
Change-6,930 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,867
Change-6,867 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,753
Change-5,753 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 5,659
Change-5,659 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,153
Change-5,153 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,105
Change-5,105 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 338
Change-338 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED2,597,6421,503,752+1,093,890+73%$72.7M$115.8M+$43.1M2026-10-13
Vise Technologies, Inc.
INCREASED534,854398,018+136,836+34%$19.3M$24.0M+$4.7M2026-10-29
Financial Partners Group, Inc
DECREASED281,945355,392-73,447-21%$17.2M$12.6M-$4.6M2026-10-19
Citigroup Inc
DECREASED210,387345,764-135,377-39%$16.8M$9.4M-$7.3M2026-11-04
Principle Wealth Partners LLC
DECREASED209,303222,961-13,658-6%$10.8M$9.4M-$1.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED205,298190,300+14,998+8%$9.2M$9.2M-$20.0K2026-11-02
EnRich Financial Partners LLC
DECREASED186,848187,384-5360%$9.1M$8.4M-$706.1K2026-10-21
Commonwealth Equity Services, LLC
INCREASED129,68383,319+46,364+56%$4.0M$5.8M+$1.8M2026-11-02
Plan Group Financial, LLC
DECREASED100,632101,321-689-1%$4.9M$4.6M-$337.3K2026-10-22
Vaquero Private Wealth, LTD
DECREASED98,300101,674-3,374-3%$4.9M$4.4M-$521.4K2026-10-27
Cyndeo Wealth Partners, LLC
INCREASED94,05692,000+2,056+2%$4.5M$4.2M-$242.7K2026-10-16
Ashton Thomas Securities, LLC
DECREASED83,65583,662-70%$4.1M$3.8M-$304.8K2026-10-26
International Assets Investment Management, LLC
INCREASED81,06777,917+3,150+4%$3.8M$3.6M-$134.3K2026-11-02
MBL Wealth, LLC
INCREASED78,88577,605+1,280+2%$3.8M$3.5M-$225.1K2026-10-22
Cornerstone Wealth Management, LLC
INCREASED74,12873,438+690+1%$3.6M$3.3M-$236.4K2026-11-04
Oppenheimer & Co Inc
INCREASED68,07454,013+14,061+26%$2.6M$3.1M+$434.0K2026-10-26
Truist Financial Corp
INCREASED67,40456,275+11,129+20%$2.7M$3.0M+$294.3K2026-10-30
Atlas Private Wealth Advisors
DECREASED55,64856,091-443-1%$2.7M$2.5M-$224.0K2026-10-23
D.A. Davidson & Co.
DECREASED53,04557,287-4,242-7%$2.8M$2.4M-$398.8K2026-10-28
RFG Advisory, LLC
DECREASED49,54554,039-4,494-8%$2.6M$2.2M-$398.3K2026-11-03
First Horizon Corp
UNCHANGED49,50049,50000%$2.4M$2.2M-$180.2K2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED40,92536,758+4,167+11%$1.8M$1.8M+$53.1K2026-11-05
Econ Financial Services Corp
NEW39,515—+39,515——$1.8M—2026-10-19
Boyce & Associates Wealth Consulting, Inc.
INCREASED39,39829,177+10,221+35%$1.4M$1.8M+$352.2K2026-10-14
Avior Wealth Management, LLC
DECREASED34,75536,756-2,001-5%$1.8M$1.6M-$223.6K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED33,60533,984-379-1%$1.6M$1.5M-$140.7K2026-10-16
Curran Financial Partners, LLC
INCREASED32,48028,207+4,273+15%$1.4M$1.5M+$89.0K2026-11-04
IFP Advisors, Inc
DECREASED30,61241,153-10,541-26%$2.0M$1.4M-$622.6K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED29,82123,174+6,647+29%$1.1M$1.3M+$213.8K2026-11-05
ShoreHaven Wealth Partners, LLC
DECREASED28,88133,442-4,561-14%$1.6M$1.3M-$326.2K2026-10-16
GSG Advisors LLC
INCREASED26,73926,574+165+1%$1.3M$1.2M-$89.3K2026-11-03
Rockland Trust Co
DECREASED26,64535,296-8,651-25%$1.7M$1.2M-$516.5K2026-10-05
Signal Advisors Wealth, LLC
UNCHANGED25,39225,39200%$1.2M$1.1M-$92.4K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED23,13129,611-6,480-22%$1.4M$1.0M-$398.4K2026-11-06
High Net Worth Advisory Group LLC
INCREASED22,58122,488+93+0%$1.1M$1.0M-$77.7K2026-10-26
Hobart Private Capital, LLC
DECREASED22,40726,834-4,427-16%$1.3M$1.0M-$296.2K2026-10-19
Crumly & Associates Inc.
DECREASED19,81120,536-725-4%$995.8K$888.5K-$107.3K2026-10-07
Boyd Wealth Management, LLC
INCREASED19,45018,473+977+5%$895.8K$872.3K-$23.4K2026-10-20
MGO One Seven LLC
NEW19,122—+19,122——$857.6K—2026-10-28
Retirement Planning Group, LLC
NEW18,890—+18,890——$847.2K—2026-10-19
Sowell Financial Services LLC
INCREASED18,80617,923+883+5%$869.1K$843.5K-$25.6K2026-10-23
Triton Wealth Management, Pllc
DECREASED18,69323,317-4,624-20%$1.1M$864.2K-$263.2K2026-11-04
Platform Technology Partners
DECREASED18,21419,172-958-5%$929.6K$816.9K-$112.7K2026-11-02
Nations Financial Group Inc,
DECREASED17,58518,695-1,110-6%$906.5K$788.7K-$117.8K2026-11-05
Seamount Financial Group Inc
INCREASED17,46917,381+88+1%$842.8K$783.5K-$59.3K2026-10-21
Schwallier Wealth Management LLC
NEW16,983—+16,983——$761.7K—2026-11-05
Flagship Harbor Advisors, LLC
NEW16,260—+16,260——$729.3K—2026-10-26
Fifth Third Bancorp
INCREASED16,22414,708+1,516+10%$713.2K$727.6K+$14.5K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED16,14316,943-800-5%$821.5K$724.0K-$97.5K2026-10-30
Kestra Advisory Services, LLC
INCREASED16,03914,241+1,798+13%$690.6K$719.3K+$28.8K2026-11-02
Milestones Private Investment Advisors LLC
DECREASED14,98015,714-734-5%$762.0K$671.9K-$90.1K2026-10-19
Country Trust Bank
DECREASED14,66314,954-291-2%$725.1K$657.6K-$67.5K2026-10-30
Wedbush Securities Inc
NEW13,875—+13,875——$622.0K—2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED13,54913,548+1+0%$656.9K$607.7K-$49.2K2026-10-23
WealthCare Investment Partners, LLC
DECREASED12,81513,605-790-6%$659.7K$574.7K-$85.0K2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED12,3398,584+3,755+44%$416.2K$553.4K+$137.2K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED11,1868,335+2,851+34%$404.2K$501.7K+$97.5K2026-10-13
Koshinski Asset Management, Inc.
DECREASED10,74011,279-539-5%$546.9K$481.7K-$65.2K2026-10-29
Hedeker Wealth, LLC
UNCHANGED10,51810,51800%$510.0K$471.7K-$38.3K2026-10-23
Jacobi Capital Management LLC
INCREASED9,6388,417+1,221+15%$408.1K$432.3K+$24.1K2026-11-05
Uniting Wealth Partners, LLC
INCREASED9,3306,810+2,520+37%$330.2K$418.5K+$88.2K2026-11-06
Farther Finance Advisors, LLC
INCREASED8,7312,686+6,045+225%$130.2K$391.6K+$261.3K2026-10-08
Prospera Financial Services Inc
INCREASED8,7197,944+775+10%$385.2K$403.3K+$18.1K2026-11-04
Creative Planning
NEW8,649—+8,649——$387.9K—2026-11-02
Brookstone Capital Management
INCREASED8,3287,414+914+12%$359.5K$373.5K+$14.0K2026-10-22
Landmark Wealth Management, LLC
INCREASED8,2664,376+3,890+89%$212.2K$370.7K+$158.5K2026-11-03
Essex Bank
UNCHANGED8,1278,12700%$394.1K$364.4K-$29.7K2026-10-16
CoreCap Advisors, LLC
INCREASED7,4556,687+768+11%$324.3K$334.4K+$10.1K2026-10-08
Triumph Capital Management
INCREASED6,9554,475+2,480+55%$217.0K$311.9K+$94.9K2026-10-14
Sigma Planning Corp
DECREASED6,7507,405-655-9%$359.1K$303.1K-$56.0K2026-10-23
Clear Creek Financial Management, LLC
DECREASED6,6467,496-850-11%$363.5K$298.1K-$65.4K2026-10-28
Independent Financial Group, LLC
NEW6,448—+6,448——$289.2K—2026-10-13
LVZ, Inc.
INCREASED6,3084,758+1,550+33%$230.7K$282.9K+$52.2K2026-10-20
Dhjj Financial Advisors, Ltd.
DECREASED6,2988,304-2,006-24%$402.7K$282.5K-$120.2K2026-10-23
Xcel Wealth Management, LLC
UNCHANGED6,0006,00000%$290.9K$269.1K-$21.8K2026-10-26
Level Four Advisory Services, LLC
DECREASED5,9016,182-281-5%$299.8K$264.7K-$35.1K2026-11-06
Flagstar Securities, Inc
INCREASED5,6885,622+66+1%$272.7K$255.1K-$17.6K2026-10-15
Chicago Partners Investment Group LLC
DECREASED5,6416,052-411-7%$287.4K$258.4K-$29.0K2026-10-27
Stewardship Advisors, LLC
UNCHANGED5,4345,43400%$263.5K$243.7K-$19.8K2026-10-20
Westside Investment Management, Inc.
UNCHANGED4,5524,55200%$220.7K$204.2K-$16.6K2026-11-02
Key FInancial Inc
UNCHANGED4,3754,37500%$212.1K$196.2K-$15.9K2026-11-02
Parallel Advisors, LLC
DECREASED3,2665,041-1,775-35%$244.4K$146.5K-$98.0K2026-11-03
Private Trust Co NA
INCREASED2,8672,849+18+1%$138.1K$128.6K-$9.6K2026-10-20
Farmers & Merchants Investments Inc
DECREASED2,2002,291-91-4%$111.1K$98.7K-$12.4K2026-10-22
Hughes Financial Services, LLC
DECREASED1,9732,537-564-22%$123.0K$90.9K-$32.1K2026-10-30
IMG Wealth Management, Inc.
INCREASED1,8211,663+158+10%$80.6K$81.7K+$1.1K2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
NEW1,670—+1,670——$75.0K—2026-10-14
Duncker Streett & Co Inc
UNCHANGED1,3921,39200%$67.5K$62.4K-$5.1K2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED1,0461,04600%$50.7K$46.9K-$3.8K2026-11-03
Signature Equity Partners, LLC
DECREASED800894-94-11%$43.3K$35.9K-$7.5K2026-10-29
Larson Financial Group LLC
UNCHANGED61261200%$29.7K$27.4K-$2.2K2026-11-05
Evolution Wealth Management Inc.
UNCHANGED58258200%$28.2K$26.1K-$2.1K2026-10-28
Mosley Wealth Management
INCREASED336332+4+1%$16.1K$15.3K-$8362026-10-16
Golden State Wealth Management, LLC
UNCHANGED32932900%$16.0K$14.8K-$1.2K2026-11-02
US Bancorp \de\
UNCHANGED31631600%$15.3K$14.2K-$1.2K2026-11-05
Latitude Advisors, LLC
NEW275—+275——$12.3K—2026-10-27
Lanark Financial, Inc.
UNCHANGED15115100%$7.3K$6.8K-$5492026-10-26
Rossby Financial, LCC
UNCHANGED13013000%$6.3K$5.8K-$4732026-11-05
Ocean Park Asset Management, LLC
CLOSED0116,300-116,300-100%$5.6M$0-$5.6M2026-10-21
AJ Advisors, LLC
CLOSED062,460-62,460-100%$3.0M$0-$3.0M2026-10-29
AdvisorNet Financial, Inc
CLOSED011,285-11,285-100%$547.2K$0-$547.2K2026-10-15
Mattern Wealth Management LLC
CLOSED08,000-8,000-100%$387.9K$0-$387.9K2026-11-04
Genesee Capital Advisors, LLC
CLOSED07,121-7,121-100%$345.3K$0-$345.3K2026-10-20
Sagespring Wealth Partners, LLC
CLOSED06,020-6,020-100%$291.9K$0-$291.9K2026-10-22
Altus Wealth Group LLC
CLOSED04,351-4,351-100%$211.0K$0-$211.0K2026-10-20
Aurora Private Wealth, Inc.
CLOSED04,224-4,224-100%$205.0K$0-$205.0K2026-10-20
Cornerstone Planning Group LLC
CLOSED0346-346-100%$16.5K$0-$16.5K2026-10-16
Tucker Asset Management LLC
CLOSED0214-214-100%$10.4K$0-$10.4K2026-10-29
Morgan Stanley
N/A—1,407,555-1,407,555-100%$68.3M———
Wells Fargo & Company
N/A—1,179,422-1,179,422-100%$57.2M———
LPL Financial LLC
N/A—1,164,558-1,164,558-100%$56.5M———
Bank of America Corp
N/A—798,191-798,191-100%$38.7M———
Meeder Advisory Services, Inc.
N/A—572,777-572,777-100%$27.8M———
Cetera Investment Advisers
N/A—401,181-401,181-100%$19.5M———
UBS Group AG
N/A—376,746-376,746-100%$18.3M———
SlateStone Wealth, LLC
N/A—339,168-339,168-100%$16.4M———
Raymond James Financial Inc
N/A—306,655-306,655-100%$14.9M———
NewEdge Advisors, LLC
N/A—296,778-296,778-100%$14.4M———
Manhattan West Asset Management, LLC
N/A—269,771-269,771-100%$13.1M———
Osaic Holdings, Inc.
N/A—250,956-250,956-100%$12.2M———
JPMorgan Chase & Co
N/A—223,575-223,575-100%$10.9M———
Royal Bank of Canada
N/A—213,508-213,508-100%$10.4M———
Jane Street Group, LLC
N/A—183,026-183,026-100%$8.9M———
Rockefeller Capital Management L.P.
N/A—144,709-144,709-100%$7.0M———
HighTower Advisors, LLC
N/A—136,772-136,772-100%$6.6M———
MML Investors Services, LLC
N/A—118,821-118,821-100%$5.8M———
Envestnet Asset Management Inc
N/A—93,322-93,322-100%$4.5M———
Private Advisor Group, LLC
N/A—74,899-74,899-100%$3.6M———
Equitable Holdings, Inc.
N/A—71,455-71,455-100%$3.5M———
Logan Stone Capital, LLC
N/A—49,293-49,293-100%$2.4M———
Janney Montgomery Scott LLC
N/A—46,517-46,517-100%$2.3M———
Sequoia Financial Advisors, LLC
N/A—45,272-45,272-100%$2.2M———
Sanctuary Advisors, LLC
N/A—40,393-40,393-100%$2.0M———
Capital Financial Group Inc\co\
N/A—39,441-39,441-100%$1.9M———
Mutual Advisors, LLC
N/A—37,338-37,338-100%$1.8M———
Vestmark Advisory Solutions, Inc.
N/A—36,758-36,758-100%$1.8M———
Ameriprise Financial Inc
N/A—33,503-33,503-100%$1.6M———
Stifel Financial Corp
N/A—33,499-33,499-100%$1.6M———
Integrated Wealth Concepts LLC
N/A—32,915-32,915-100%$1.6M———
Main Street Financial Solutions, LLC
N/A—31,677-31,677-100%$1.5M———
Spartan Wealth Advisory Services LLC
N/A—31,597-31,597-100%$1.5M———
Stonebridge Financial Planning Group, LLC
N/A—30,128-30,128-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—27,642-27,642-100%$1.3M———
Arax Advisory Partners
N/A—27,282-27,282-100%$1.3M———
Harbour Investments, Inc.
N/A—27,271-27,271-100%$1.3M———
Arkadios Wealth Advisors
N/A—26,281-26,281-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—25,637-25,637-100%$1.2M———
Stephens Inc
N/A—25,098-25,098-100%$1.2M———
Traction Financial Partners, LLC
N/A—25,079-25,079-100%$1.2M———
Great Valley Advisor Group, Inc.
N/A—22,926-22,926-100%$1.1M———
&partners
N/A—22,267-22,267-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—21,327-21,327-100%$1.0M———
IFG Advisory, LLC
N/A—17,897-17,897-100%$867.8K———
Summit Financial, LLC
N/A—16,440-16,440-100%$797.2K———
Investors Portfolio Services LLC
N/A—15,175-15,175-100%$735.8K———
Summit Wealth Partners, LLC
N/A—15,020-15,020-100%$728.3K———
HRT Financial LP
N/A—13,359-13,359-100%$647.0K———
Dakota Wealth Management
N/A—12,237-12,237-100%$593.4K———
Keating Financial Advisory Services, Inc.
N/A—11,680-11,680-100%$566.4K———
Allworth Financial LP
N/A—11,478-11,478-100%$556.6K———
Marshall Financial Group, LLC
N/A—11,351-11,351-100%$550.4K———
Global Retirement Partners, LLC
N/A—11,048-11,048-100%$535.7K———
Steward Partners Investment Advisory, LLC
N/A—11,002-11,002-100%$533.5K———
OneAscent Financial Services LLC
N/A—10,836-10,836-100%$525.4K———
Geneos Wealth Management Inc.
N/A—10,114-10,114-100%$490.4K———
Advyzon Investment Management, LLC
N/A—9,771-9,771-100%$473.8K———
Synergy Investment Management, LLC
N/A—9,305-9,305-100%$451.2K———
CreativeOne Wealth, LLC
N/A—9,262-9,262-100%$449.1K———
Captrust Financial Advisors
N/A—9,138-9,138-100%$443.1K———
Old Mission Capital LLC
N/A—8,733-8,733-100%$423.5K———
Mariner, LLC
N/A—8,238-8,238-100%$399.5K———
Gladstone Institutional Advisory LLC
N/A—8,104-8,104-100%$392.9K———
Orion Porfolio Solutions, LLC
N/A—7,982-7,982-100%$387.0K———
Kovack Advisors, Inc.
N/A—7,795-7,795-100%$378.2K———
Nuveen, LLC
N/A—7,623-7,623-100%$369.6K———
AE Wealth Management LLC
N/A—7,080-7,080-100%$343.3K———
Baird Financial Group, Inc.
N/A—6,950-6,950-100%$337.0K———
Kingsview Wealth Management, LLC
N/A—6,949-6,949-100%$336.9K———
Northwestern Mutual Wealth Management Co
N/A—6,930-6,930-100%$336.0K———
Mercer Global Advisors Inc
N/A—6,867-6,867-100%$333.0K———
Crux Wealth Advisors
N/A—6,364-6,364-100%$308.6K———
Elequin Capital, LP
N/A—6,100-6,100-100%$295.8K———
HighPoint Advisor Group LLC
N/A—5,753-5,753-100%$278.9K———
Money Concepts Capital Corp
N/A—5,659-5,659-100%$274.4K———
CFO4Life Group, LLC
N/A—5,375-5,375-100%$260.6K———
Advisory Services Network, LLC
N/A—5,153-5,153-100%$249.9K———
Snowden Capital Advisors LLC
N/A—5,105-5,105-100%$247.5K———
AQR Capital Management LLC
N/A—5,078-5,078-100%$246.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,840-4,840-100%$234.7K———
Aspen Grove Capital, LLC
N/A—4,400-4,400-100%$213.4K———
Susquehanna International Group, LLP
N/A—4,365-4,365-100%$211.7K———
Waddell & Associates, LLC
N/A—4,330-4,330-100%$210.0K———
FSB Premier Wealth Management, Inc.
N/A—4,164-4,164-100%$201.9K———
Glen Eagle Advisors, LLC
N/A—1,917-1,917-100%$93.0K———
BFC Planning, Inc.
N/A—1,538-1,538-100%$74.6K———
Capital Analysts, LLC
N/A—1,443-1,443-100%$70.0K———
BlackRock, Inc.
N/A—1,079-1,079-100%$52.3K———
Rothschild Investment LLC
N/A—625-625-100%$30.3K———
Brown Brothers Harriman & Co
N/A—338-338-100%$16.4K———
Top Private Wealth Llc.
N/A—194-194-100%$9.4K———
Ameriflex Group, Inc.
N/A—159-159-100%$7.7K———
FWL Investment Management, LLC
N/A—145-145-100%$7.0K———
Showing 202 of 202 institutions