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Flaherty & Crumrine Pref Inc (XFFCX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares487,782 from 472,352
Change+15,430 (+3%)
Value$7.3M (-$402.4K)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares326,498 from 322,022
Change+4,476 (+1%)
Value$4.9M (-$364.6K)
Filed 2026-11-04
Gridiron Partners, LLC
UNCHANGED
Shares170,995 from 170,995
Change0 (0%)
Value$2.6M (-$229.1K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares148,070 from 184,674
Change-36,604 (-20%)
Value$2.2M (-$794.3K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
INCREASED
Shares118,403 from 116,044
Change+2,359 (+2%)
Value$1.8M (-$120.3K)
Filed 2026-11-04
Sowell Financial Services LLC
UNCHANGED
Shares112,147 from 112,147
Change0 (0%)
Value$1.7M (-$150.3K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares81,285 from 79,917
Change+1,368 (+2%)
Value$1.2K (-$1.3M)
Filed 2026-10-26
Ceera Investments, LLC
INCREASED
Shares79,040 from 73,730
Change+5,310 (+7%)
Value$1.2M (-$19.5K)
Filed 2026-11-02
Titleist Asset Management, LLC
DECREASED
Shares78,719 from 80,529
Change-1,810 (-2%)
Value$1.2M (-$135.0K)
Filed 2026-10-08
Smith Asset Management Co., LLC
INCREASED
Shares75,792 from 74,916
Change+876 (+1%)
Value$1.1M (-$87.3K)
Filed 2026-10-16
Noble Wealth Management PBC
DECREASED
Shares65,387 from 72,317
Change-6,930 (-10%)
Value$976.9K (-$200.4K)
Filed 2026-10-01
Compound Planning, Inc.
DECREASED
Shares60,485 from 63,135
Change-2,650 (-4%)
Value$903.6K (-$124.2K)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares43,726 from 40,993
Change+2,733 (+7%)
Value$653.3K (-$14.1K)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares37,125
Change+37,125
Value$555
Filed 2026-11-05
Sage Capital Advisors,llc
INCREASED
Shares35,308 from 20,203
Change+15,105 (+75%)
Value$527.5K (+$198.6K)
Filed 2026-10-13
Stolper Co
DECREASED
Shares34,802 from 35,383
Change-581 (-2%)
Value$520 (-$56)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares29,785 from 39,920
Change-10,135 (-25%)
Value$445 (-$649.6K)
Filed 2026-11-02
Jacobi Capital Management LLC
UNCHANGED
Shares28,015 from 28,015
Change0 (0%)
Value$418.5K (-$37.5K)
Filed 2026-11-05
Seamount Financial Group Inc
DECREASED
Shares27,232 from 29,088
Change-1,856 (-6%)
Value$406.8K (-$66.7K)
Filed 2026-10-21
Whitener Capital Management, Inc.
DECREASED
Shares24,485 from 25,585
Change-1,100 (-4%)
Value$365.8K (-$50.7K)
Filed 2026-10-15
Closed-End Fund Advisors, Inc.
INCREASED
Shares22,018 from 10,464
Change+11,554 (+110%)
Value$329.0K (+$158.6K)
Filed 2026-11-04
Pines Wealth Management, LLC
DECREASED
Shares21,266 from 21,274
Change-8 (0%)
Value$317.7K (-$28.6K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares21,239 from 21,090
Change+149 (+1%)
Value$317 (-$342.7K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares20,611 from 30,961
Change-10,350 (-33%)
Value$301.3K (-$201.8K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
NEW
Shares20,097
Change+20,097
Value$300.3K
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares18,051 from 17,696
Change+355 (+2%)
Value$269.7K (-$18.4K)
Filed 2026-10-30
International Assets Investment Management, LLC
DECREASED
Shares17,550 from 17,707
Change-157 (-1%)
Value$262.7K (-$25.5K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares17,272 from 16,787
Change+485 (+3%)
Value$258.0K (-$15.3K)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares17,235 from 44,935
Change-27,700 (-62%)
Value$257.5K (-$474.1K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares16,704 from 16,422
Change+282 (+2%)
Value$249.6K (-$17.8K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares16,376 from 16,434
Change-58 (0%)
Value$244.7K (-$22.9K)
Filed 2026-11-05
Integrated Capital Management, Inc.
INCREASED
Shares15,822 from 15,225
Change+597 (+4%)
Value$236.4K (-$11.5K)
Filed 2026-10-09
Kestra Advisory Services, LLC
DECREASED
Shares15,570 from 24,989
Change-9,419 (-38%)
Value$232.6K (-$174.2K)
Filed 2026-11-02
Evergreen Capital Management LLC
UNCHANGED
Shares15,350 from 15,350
Change0 (0%)
Value$229.3K (-$20.6K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares12,041
Change+12,041
Value$178
Filed 2026-11-03
Oppenheimer & Co Inc
NEW
Shares11,266
Change+11,266
Value$168.3K
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED
Shares10,833 from 10,776
Change+57 (+1%)
Value$161.8K (-$13.6K)
Filed 2026-10-29
US Bancorp \de\
UNCHANGED
Shares8,456 from 8,456
Change0 (0%)
Value$126.3K (-$11.3K)
Filed 2026-11-05
KFG LLC
NEW
Shares7,359
Change+7,359
Value$109.9K
Filed 2026-11-02
Mather Group, Llc.
UNCHANGED
Shares4,684 from 4,684
Change0 (0%)
Value$70.0K (-$6.3K)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$52.3K (-$4.7K)
Filed 2026-10-16
North Star Investment Management Corp.
UNCHANGED
Shares2,098 from 2,098
Change0 (0%)
Value$31.3K (-$2.8K)
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares2,037 from 2,037
Change0 (0%)
Value$30.4K (-$2.7K)
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$23.2K (-$2.1K)
Filed 2026-10-28
Central Trust Co
NEW
Shares1,300
Change+1,300
Value$19.4K
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$19.4K (-$1.7K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
NEW
Shares1,030
Change+1,030
Value$15.4K
Filed 2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$14.5K (-$1.3K)
Filed 2026-10-22
CoreCap Advisors, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$12.0K (-$1.1K)
Filed 2026-10-08
Farther Finance Advisors, LLC
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$8.4K (-$756)
Filed 2026-10-08
Armstrong Advisory Group, Inc
NEW
Shares531
Change+531
Value$7.9K
Filed 2026-10-09
Lanark Financial, Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$4.7K (-$422)
Filed 2026-10-26
Highline Wealth Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.0K (-$268)
Filed 2026-10-19
Maryland Capital Advisors Inc.
CLOSED
Shares0 from 5,600
Change-5,600 (-100%)
Value$0 (-$91.2K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 2,900
Change-2,900 (-100%)
Value$0 (-$47.2K)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$209.4K (-$12.3K)
Filed 2026-10-29
Bard Associates Inc
N/A
Shares— from 1,227,796
Change-1,227,796 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 1,127,695
Change-1,127,695 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 946,105
Change-946,105 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 739,237
Change-739,237 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 685,902
Change-685,902 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 612,296
Change-612,296 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 365,523
Change-365,523 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 342,198
Change-342,198 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 313,683
Change-313,683 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 290,360
Change-290,360 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 236,627
Change-236,627 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 199,914
Change-199,914 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 179,825
Change-179,825 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 167,970
Change-167,970 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 160,360
Change-160,360 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 154,725
Change-154,725 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 139,150
Change-139,150 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 120,609
Change-120,609 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 117,328
Change-117,328 (-100%)
Value—
UBS Group AG
N/A
Shares— from 98,876
Change-98,876 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 86,667
Change-86,667 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 64,483
Change-64,483 (-100%)
Value—
&partners
N/A
Shares— from 50,298
Change-50,298 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 44,900
Change-44,900 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 38,469
Change-38,469 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,185
Change-38,185 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 32,231
Change-32,231 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 25,168
Change-25,168 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 23,667
Change-23,667 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 22,200
Change-22,200 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 19,977
Change-19,977 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,605
Change-18,605 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 18,043
Change-18,043 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 15,388
Change-15,388 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,157
Change-15,157 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 13,956
Change-13,956 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,878
Change-12,878 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 12,754
Change-12,754 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,613
Change-12,613 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 12,298
Change-12,298 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,773
Change-11,773 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,533
Change-11,533 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 11,532
Change-11,532 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 11,532
Change-11,532 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,495
Change-11,495 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,165
Change-10,165 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,464
Change-6,464 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,435
Change-5,435 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 923
Change-923 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 816
Change-816 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 238
Change-238 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED487,782472,352+15,430+3%$7.7M$7.3M-$402.4K2026-10-13
Csenge Advisory Group
INCREASED326,498322,022+4,476+1%$5.2M$4.9M-$364.6K2026-11-04
Gridiron Partners, LLC
UNCHANGED170,995170,99500%$2.8M$2.6M-$229.1K2026-10-08
Commonwealth Equity Services, LLC
DECREASED148,070184,674-36,604-20%$3.0M$2.2M-$794.3K2026-11-02
Elevated Capital Advisors, LLC
INCREASED118,403116,044+2,359+2%$1.9M$1.8M-$120.3K2026-11-04
Sowell Financial Services LLC
UNCHANGED112,147112,14700%$1.8M$1.7M-$150.3K2026-10-23
Park Avenue Securities LLC
INCREASED81,28579,917+1,368+2%$1.3M$1.2K-$1.3M2026-10-26
Ceera Investments, LLC
INCREASED79,04073,730+5,310+7%$1.2M$1.2M-$19.5K2026-11-02
Titleist Asset Management, LLC
DECREASED78,71980,529-1,810-2%$1.3M$1.2M-$135.0K2026-10-08
Smith Asset Management Co., LLC
INCREASED75,79274,916+876+1%$1.2M$1.1M-$87.3K2026-10-16
Noble Wealth Management PBC
DECREASED65,38772,317-6,930-10%$1.2M$976.9K-$200.4K2026-10-01
Compound Planning, Inc.
DECREASED60,48563,135-2,650-4%$1.0M$903.6K-$124.2K2026-11-05
Calamos Advisors LLC
INCREASED43,72640,993+2,733+7%$667.4K$653.3K-$14.1K2026-11-02
Thrivent Financial for Lutherans
NEW37,125—+37,125——$555—2026-11-05
Sage Capital Advisors,llc
INCREASED35,30820,203+15,105+75%$328.9K$527.5K+$198.6K2026-10-13
Stolper Co
DECREASED34,80235,383-581-2%$576$520-$562026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED29,78539,920-10,135-25%$650.0K$445-$649.6K2026-11-02
Jacobi Capital Management LLC
UNCHANGED28,01528,01500%$456.1K$418.5K-$37.5K2026-11-05
Seamount Financial Group Inc
DECREASED27,23229,088-1,856-6%$473.6K$406.8K-$66.7K2026-10-21
Whitener Capital Management, Inc.
DECREASED24,48525,585-1,100-4%$416.5K$365.8K-$50.7K2026-10-15
Closed-End Fund Advisors, Inc.
INCREASED22,01810,464+11,554+110%$170.4K$329.0K+$158.6K2026-11-04
Pines Wealth Management, LLC
DECREASED21,26621,274-80%$346.3K$317.7K-$28.6K2026-10-21
Wedbush Securities Inc
INCREASED21,23921,090+149+1%$343.0K$317-$342.7K2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED20,61130,961-10,350-33%$503.1K$301.3K-$201.8K2026-10-13
Concurrent Investment Advisors, LLC
NEW20,097—+20,097——$300.3K—2026-10-16
Spire Wealth Management
INCREASED18,05117,696+355+2%$288.1K$269.7K-$18.4K2026-10-30
International Assets Investment Management, LLC
DECREASED17,55017,707-157-1%$288.3K$262.7K-$25.5K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED17,27216,787+485+3%$273.3K$258.0K-$15.3K2026-10-30
Atlantic Edge Private Wealth Management, LLC
DECREASED17,23544,935-27,700-62%$731.5K$257.5K-$474.1K2026-10-20
First Heartland Consultants, Inc.
INCREASED16,70416,422+282+2%$267.4K$249.6K-$17.8K2026-10-08
Fifth Third Bancorp
DECREASED16,37616,434-580%$267.5K$244.7K-$22.9K2026-11-05
Integrated Capital Management, Inc.
INCREASED15,82215,225+597+4%$247.9K$236.4K-$11.5K2026-10-09
Kestra Advisory Services, LLC
DECREASED15,57024,989-9,419-38%$406.8K$232.6K-$174.2K2026-11-02
Evergreen Capital Management LLC
UNCHANGED15,35015,35000%$249.9K$229.3K-$20.6K2026-10-23
M Holdings Securities, Inc.
NEW12,041—+12,041——$178—2026-11-03
Oppenheimer & Co Inc
NEW11,266—+11,266——$168.3K—2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED10,83310,776+57+1%$175.4K$161.8K-$13.6K2026-10-29
US Bancorp \de\
UNCHANGED8,4568,45600%$137.7K$126.3K-$11.3K2026-11-05
KFG LLC
NEW7,359—+7,359——$109.9K—2026-11-02
Mather Group, Llc.
UNCHANGED4,6844,68400%$76.3K$70.0K-$6.3K2026-10-14
IFP Advisors, Inc
UNCHANGED3,5003,50000%$57.0K$52.3K-$4.7K2026-10-16
North Star Investment Management Corp.
UNCHANGED2,0982,09800%$34.2K$31.3K-$2.8K2026-10-27
Larson Financial Group LLC
UNCHANGED2,0372,03700%$33.2K$30.4K-$2.7K2026-11-05
Chilton Capital Management LLC
UNCHANGED1,5501,55000%$25.2K$23.2K-$2.1K2026-10-28
Central Trust Co
NEW1,300—+1,300——$19.4K—2026-11-05
Private Trust Co NA
UNCHANGED1,3001,30000%$21.2K$19.4K-$1.7K2026-10-20
Cassaday & Co Wealth Management LLC
NEW1,030—+1,030——$15.4K—2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED97097000%$15.8K$14.5K-$1.3K2026-10-22
CoreCap Advisors, LLC
UNCHANGED80080000%$13.0K$12.0K-$1.1K2026-10-08
Farther Finance Advisors, LLC
UNCHANGED56456400%$9.2K$8.4K-$7562026-10-08
Armstrong Advisory Group, Inc
NEW531—+531——$7.9K—2026-10-09
Lanark Financial, Inc.
UNCHANGED31531500%$5.1K$4.7K-$4222026-10-26
Highline Wealth Partners LLC
UNCHANGED20020000%$3.3K$3.0K-$2682026-10-19
Maryland Capital Advisors Inc.
CLOSED05,600-5,600-100%$91.2K$0-$91.2K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED02,900-2,900-100%$47.2K$0-$47.2K2026-10-14
LifeSteps Financial, Inc.
CLOSED0300-300-100%$4.9K$0-$4.9K2026-10-15
JFS Wealth Advisors, LLC
CLOSED0101-101-100%$1.6K$0-$1.6K2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$221.7K$209.4K-$12.3K2026-10-29
Bard Associates Inc
N/A—1,227,796-1,227,796-100%$20.0M———
SIT Investment Associates Inc
N/A—1,127,695-1,127,695-100%$18.4M———
Wells Fargo & Company
N/A—946,105-946,105-100%$15.4M———
Morgan Stanley
N/A—739,237-739,237-100%$12.0M———
Invesco Ltd.
N/A—685,902-685,902-100%$11.2M———
Cohen & Steers, Inc.
N/A—612,296-612,296-100%$10.0M———
Bank of America Corp
N/A—365,523-365,523-100%$6.0M———
1607 Capital Partners, LLC
N/A—342,198-342,198-100%$5.6M———
LPL Financial LLC
N/A—313,683-313,683-100%$5.1M———
Envestnet Asset Management Inc
N/A—290,360-290,360-100%$4.7M———
Raymond James Financial Inc
N/A—236,627-236,627-100%$3.9M———
Stifel Financial Corp
N/A—199,914-199,914-100%$3.3M———
Ameriprise Financial Inc
N/A—179,825-179,825-100%$2.9M———
Fiera Capital Corp
N/A—167,970-167,970-100%$2.7M———
Baird Financial Group, Inc.
N/A—160,360-160,360-100%$2.6M———
Royal Bank of Canada
N/A—154,725-154,725-100%$2.5M———
Osaic Holdings, Inc.
N/A—139,150-139,150-100%$2.3M———
Cetera Investment Advisers
N/A—120,609-120,609-100%$2.0M———
Guggenheim Capital LLC
N/A—117,328-117,328-100%$1.9M———
UBS Group AG
N/A—98,876-98,876-100%$1.6M———
Focus Partners Wealth
N/A—86,667-86,667-100%$1.4M———
Mountain Capital Investment Advisors Inc.
N/A—64,483-64,483-100%$1.0M———
&partners
N/A—50,298-50,298-100%$818.9K———
Everstar Asset Management, LLC
N/A—44,900-44,900-100%$731.0K———
Smith, Moore & Co.
N/A—38,469-38,469-100%$626.3K———
Janney Montgomery Scott LLC
N/A—38,185-38,185-100%$622.0K———
Western Wealth Management, LLC
N/A—32,231-32,231-100%$524.7K———
Curi Capital, LLC
N/A—25,168-25,168-100%$409.7K———
Maridea Wealth Management LLC
N/A—23,667-23,667-100%$385.3K———
PNC Financial Services Group, Inc.
N/A—22,200-22,200-100%$361.4K———
XTX Topco Ltd
N/A—19,977-19,977-100%$325.2K———
NewEdge Advisors, LLC
N/A—18,605-18,605-100%$302.9K———
Silver OAK Securities, Incorporated
N/A—18,043-18,043-100%$293.7K———
Tiemann Investment Advisors, LLC
N/A—15,388-15,388-100%$250.5K———
MML Investors Services, LLC
N/A—15,157-15,157-100%$246.8K———
National Bank of Canada
N/A—14,900-14,900-100%$241.4K———
Advisors Asset Management, Inc.
N/A—13,956-13,956-100%$227.2K———
Captrust Financial Advisors
N/A—12,878-12,878-100%$209.7K———
Rockefeller Capital Management L.P.
N/A—12,754-12,754-100%$207.6K———
Citadel Advisors LLC
N/A—12,613-12,613-100%$205.3K———
DF Dent & Co Inc
N/A—12,298-12,298-100%$200.2K———
HighTower Advisors, LLC
N/A—12,120-12,120-100%$197.3K———
Cary Street Partners Financial LLC
N/A—11,773-11,773-100%$191.7K———
Private Advisor Group, LLC
N/A—11,533-11,533-100%$187.8K———
Alongside, LLC
N/A—11,532-11,532-100%$187.7K———
49 Wealth Management, LLC
N/A—11,532-11,532-100%$187.7K———
Summit Trail Advisors, LLC
N/A—11,495-11,495-100%$187.1K———
Beacon Pointe Advisors, LLC
N/A—10,165-10,165-100%$165.5K———
Federation des caisses Desjardins du Quebec
N/A—6,464-6,464-100%$105.2K———
Harbour Investments, Inc.
N/A—6,125-6,125-100%$99.7K———
Steward Partners Investment Advisory, LLC
N/A—5,435-5,435-100%$88.5K———
Geneos Wealth Management Inc.
N/A—3,545-3,545-100%$57.7K———
Northwestern Mutual Wealth Management Co
N/A—2,638-2,638-100%$42.9K———
Capital Analysts, LLC
N/A—2,531-2,531-100%$41.0K———
Smartleaf Asset Management LLC
N/A—1,153-1,153-100%$18.7K———
SOA Wealth Advisors, Llc.
N/A—1,004-1,004-100%$16.3K———
Keating Financial Advisory Services, Inc.
N/A—923-923-100%$15.0K———
BFC Planning, Inc.
N/A—816-816-100%$13.3K———
Strategic Investment Solutions, Inc.
N/A—525-525-100%$8.5K———
Allworth Financial LP
N/A—500-500-100%$8.1K———
Bernard Wealth Management Corp.
N/A—238-238-100%$3.9K———
IFG Advisory, LLC
N/A—176-176-100%$2.9K———
Showing 120 of 120 institutions