Franklin U.S. Large Cap Mult (FLQL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares1,181,646 from 877,858

Change+303,788 (+35%)

Value$92.7M (+$24.0M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares1,080,020 from 1,079,036

Change+984 (+0%)

Value$84.7M (+$239.0K)

Filed 2026-11-05

RFG Advisory, LLC

INCREASED

Shares514,070 from 148,467

Change+365,603 (+246%)

Value$40.3M (+$28.7M)

Filed 2026-11-03

Howard Capital Management, LLC

INCREASED

Shares251,288 from 240,975

Change+10,313 (+4%)

Value$19.7M (+$845.0K)

Filed 2026-10-16

Brookstone Capital Management

INCREASED

Shares188,624 from 181,117

Change+7,507 (+4%)

Value$14.8M (+$616.0K)

Filed 2026-10-22

Wealthcare Advisory Partners LLC

INCREASED

Shares138,999 from 135,685

Change+3,314 (+2%)

Value$10.9M (+$280.3K)

Filed 2026-10-21

MGO One Seven LLC

INCREASED

Shares137,720 from 133,525

Change+4,195 (+3%)

Value$10.8M (+$349.0K)

Filed 2026-10-28

McKinney Capital Management, LLC

INCREASED

Shares136,318 from 126,142

Change+10,176 (+8%)

Value$10.7M (+$817.0K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares79,180 from 82,268

Change-3,088 (-4%)

Value$6.2M (-$230.0K)

Filed 2026-11-02

Atria Investments, Inc

DECREASED

Shares75,731 from 113,424

Change-37,693 (-33%)

Value$5.9M (-$2.9M)

Filed 2026-10-15

Commonwealth Equity Services, LLC

INCREASED

Shares46,494 from 44,918

Change+1,576 (+4%)

Value$3.6M (+$130.4K)

Filed 2026-11-02

Cornerstone Wealth Management, LLC

DECREASED

Shares45,547 from 46,807

Change-1,260 (-3%)

Value$3.6M (-$91.8K)

Filed 2026-11-04

Nations Financial Group Inc,

INCREASED

Shares39,448 from 33,918

Change+5,530 (+16%)

Value$3.1M (+$438.8K)

Filed 2026-11-05

Lakeshore Capital Group, Inc.

DECREASED

Shares30,452 from 31,176

Change-724 (-2%)

Value$2.4M (-$52.1K)

Filed 2026-10-20

Sagespring Wealth Partners, LLC

INCREASED

Shares28,910 from 28,782

Change+128 (+0%)

Value$2.3M (+$14.4K)

Filed 2026-10-22

Guardian Asset Advisors, LLC

NEW

Shares28,063

Change+28,063

Value$2.2M

Filed 2026-10-16

Parsons Capital Management Inc

INCREASED

Shares24,226 from 9,702

Change+14,524 (+150%)

Value$1.9M (+$1.1M)

Filed 2026-10-28

Indivisible Partners

INCREASED

Shares23,274 from 23,086

Change+188 (+1%)

Value$1.8M (+$18.2K)

Filed 2026-10-26

Bensler, LLC

INCREASED

Shares22,409 from 20,653

Change+1,756 (+9%)

Value$1.8M (+$140.8K)

Filed 2026-11-05

Arrien Investments, Inc.

INCREASED

Shares19,554 from 19,525

Change+29 (+0%)

Value$1.5M (+$5.2K)

Filed 2026-10-30

Oppenheimer & Co Inc

INCREASED

Shares15,364 from 14,258

Change+1,106 (+8%)

Value$1.2M (+$88.9K)

Filed 2026-10-26

D.A. Davidson & Co.

INCREASED

Shares11,910 from 11,908

Change+2 (+0%)

Value$934.1K (+$1.9K)

Filed 2026-10-28

Park Avenue Securities LLC

INCREASED

Shares11,327 from 10,901

Change+426 (+4%)

Value$888.0K (+$35.0K)

Filed 2026-10-26

Core Wealth Partners LLC

DECREASED

Shares11,274 from 11,664

Change-390 (-3%)

Value$884.3K (-$28.8K)

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares10,720 from 14,979

Change-4,259 (-28%)

Value$840.8K (-$331.8K)

Filed 2026-11-02

StoneX Group Inc.

DECREASED

Shares7,970 from 8,870

Change-900 (-10%)

Value$625.1K (-$67.9K)

Filed 2026-11-03

BridgePort Financial Solutions, LLC

NEW

Shares7,708

Change+7,708

Value$604.5K

Filed 2026-11-02

Vise Technologies, Inc.

INCREASED

Shares5,874 from 4,825

Change+1,049 (+22%)

Value$460.7K (+$83.0K)

Filed 2026-10-29

Citigroup Inc

INCREASED

Shares4,092 from 2,150

Change+1,942 (+90%)

Value$320.9K (+$152.6K)

Filed 2026-11-04

Citizens Financial Group Inc

NEW

Shares3,905

Change+3,905

Value$306.3K

Filed 2026-10-23

Sowell Financial Services LLC

NEW

Shares3,579

Change+3,579

Value$280.7K

Filed 2026-10-23

J.W. Cole Advisors, Inc.

DECREASED

Shares3,477 from 3,825

Change-348 (-9%)

Value$272.7K (-$26.8K)

Filed 2026-11-05

Concurrent Investment Advisors, LLC

DECREASED

Shares2,854 from 3,185

Change-331 (-10%)

Value$223.8K (-$25.5K)

Filed 2026-10-16

Root Financial Partners, LLC

UNCHANGED

Shares2,682 from 2,682

Change0 (0%)

Value$210.3K (+$402)

Filed 2026-10-21

WBI Investments, LLC

DECREASED

Shares2,639 from 2,696

Change-57 (-2%)

Value$207.0K (-$4.1K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares1,300 from 1,500

Change-200 (-13%)

Value$102.0K (-$15.5K)

Filed 2026-11-05

Rossby Financial, LCC

INCREASED

Shares1,235 from 1,087

Change+148 (+14%)

Value$96.9K (+$11.8K)

Filed 2026-11-05

Larson Financial Group LLC

DECREASED

Shares1,112 from 1,659

Change-547 (-33%)

Value$87.2K (-$42.7K)

Filed 2026-11-05

TD Waterhouse Canada Inc.

UNCHANGED

Shares509 from 509

Change0 (0%)

Value$40.0K (+$144)

Filed 2026-10-16

Clearstead Advisors, LLC

NEW

Shares495

Change+495

Value$38.8K

Filed 2026-11-06

CoreCap Advisors, LLC

DECREASED

Shares410 from 525

Change-115 (-22%)

Value$32.2K (-$8.9K)

Filed 2026-10-08

Physician Wealth Advisors, Inc.

NEW

Shares101

Change+101

Value$7.9K

Filed 2026-10-20

Assetmark, Inc

INCREASED

Shares100 from 83

Change+17 (+20%)

Value$7.8K (+$1.3K)

Filed 2026-10-21

PNC Financial Services Group, Inc.

NEW

Shares96

Change+96

Value$7.5K

Filed 2026-11-06

Cullen T Bankers, Inc.

DECREASED

Shares93 from 94

Change-1 (-1%)

Value$7.3K (-$103)

Filed 2026-10-28

IFP Advisors, Inc

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.2K (+$2)

Filed 2026-10-16

Concord Wealth Partners

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.0K (+$2)

Filed 2026-11-02

WIN Advisors, Inc

CLOSED

Shares0 from 123,282

Change-123,282 (-100%)

Value$0 (-$9.7M)

Filed 2026-11-06

International Assets Investment Management, LLC

CLOSED

Shares0 from 171

Change-171 (-100%)

Value$0 (-$13.3K)

Filed 2026-11-02

Franklin Resources Inc

N/A

Shares— from 8,515,143

Change-8,515,143 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,807,715

Change-1,807,715 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 1,681,358

Change-1,681,358 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,190,339

Change-1,190,339 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 767,264

Change-767,264 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 607,918

Change-607,918 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 578,891

Change-578,891 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 465,273

Change-465,273 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 458,045

Change-458,045 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 457,068

Change-457,068 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 276,517

Change-276,517 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 271,495

Change-271,495 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 219,827

Change-219,827 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 200,277

Change-200,277 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 138,477

Change-138,477 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 108,214

Change-108,214 (-100%)

Value—

UBS Group AG

N/A

Shares— from 93,470

Change-93,470 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 76,165

Change-76,165 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 75,563

Change-75,563 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 71,424

Change-71,424 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 66,459

Change-66,459 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 65,000

Change-65,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 62,044

Change-62,044 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 60,925

Change-60,925 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 48,791

Change-48,791 (-100%)

Value—

Paul R. Ried Financial Group, LLC

N/A

Shares— from 40,764

Change-40,764 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 29,072

Change-29,072 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 27,728

Change-27,728 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 25,918

Change-25,918 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 24,341

Change-24,341 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 18,317

Change-18,317 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 15,840

Change-15,840 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 15,580

Change-15,580 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 15,148

Change-15,148 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 11,502

Change-11,502 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,678

Change-10,678 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 9,081

Change-9,081 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 5,518

Change-5,518 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 5,319

Change-5,319 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,605

Change-4,605 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 4,118

Change-4,118 (-100%)

Value—

Leigh Baldwin & Co., LLC

N/A

Shares— from 3,705

Change-3,705 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 3,300

Change-3,300 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 2,798

Change-2,798 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,905

Change-1,905 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,821

Change-1,821 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1,561

Change-1,561 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 656

Change-656 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 651

Change-651 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 622

Change-622 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 288

Change-288 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 267

Change-267 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 265

Change-265 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 168

Change-168 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 166

Change-166 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 54

Change-54 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,181,646	877,858	+303,788	+35%	$68.7M	$92.7M	+$24.0M	2026-11-06
Bank of New York Mellon Corp	INCREASED	1,080,020	1,079,036	+984	+0%	$84.5M	$84.7M	+$239.0K	2026-11-05
RFG Advisory, LLC	INCREASED	514,070	148,467	+365,603	+246%	$11.6M	$40.3M	+$28.7M	2026-11-03
Howard Capital Management, LLC	INCREASED	251,288	240,975	+10,313	+4%	$18.9M	$19.7M	+$845.0K	2026-10-16
Brookstone Capital Management	INCREASED	188,624	181,117	+7,507	+4%	$14.2M	$14.8M	+$616.0K	2026-10-22
Wealthcare Advisory Partners LLC	INCREASED	138,999	135,685	+3,314	+2%	$10.6M	$10.9M	+$280.3K	2026-10-21
MGO One Seven LLC	INCREASED	137,720	133,525	+4,195	+3%	$10.5M	$10.8M	+$349.0K	2026-10-28
McKinney Capital Management, LLC	INCREASED	136,318	126,142	+10,176	+8%	$9.9M	$10.7M	+$817.0K	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	79,180	82,268	-3,088	-4%	$6.4M	$6.2M	-$230.0K	2026-11-02
Atria Investments, Inc	DECREASED	75,731	113,424	-37,693	-33%	$8.9M	$5.9M	-$2.9M	2026-10-15
Commonwealth Equity Services, LLC	INCREASED	46,494	44,918	+1,576	+4%	$3.5M	$3.6M	+$130.4K	2026-11-02
Cornerstone Wealth Management, LLC	DECREASED	45,547	46,807	-1,260	-3%	$3.7M	$3.6M	-$91.8K	2026-11-04
Nations Financial Group Inc,	INCREASED	39,448	33,918	+5,530	+16%	$2.7M	$3.1M	+$438.8K	2026-11-05
Lakeshore Capital Group, Inc.	DECREASED	30,452	31,176	-724	-2%	$2.4M	$2.4M	-$52.1K	2026-10-20
Sagespring Wealth Partners, LLC	INCREASED	28,910	28,782	+128	+0%	$2.3M	$2.3M	+$14.4K	2026-10-22
Guardian Asset Advisors, LLC	NEW	28,063	—	+28,063	—	—	$2.2M	—	2026-10-16
Parsons Capital Management Inc	INCREASED	24,226	9,702	+14,524	+150%	$759.5K	$1.9M	+$1.1M	2026-10-28
Indivisible Partners	INCREASED	23,274	23,086	+188	+1%	$1.8M	$1.8M	+$18.2K	2026-10-26
Bensler, LLC	INCREASED	22,409	20,653	+1,756	+9%	$1.6M	$1.8M	+$140.8K	2026-11-05
Arrien Investments, Inc.	INCREASED	19,554	19,525	+29	+0%	$1.5M	$1.5M	+$5.2K	2026-10-30
Oppenheimer & Co Inc	INCREASED	15,364	14,258	+1,106	+8%	$1.1M	$1.2M	+$88.9K	2026-10-26
D.A. Davidson & Co.	INCREASED	11,910	11,908	+2	+0%	$932.2K	$934.1K	+$1.9K	2026-10-28
Park Avenue Securities LLC	INCREASED	11,327	10,901	+426	+4%	$853.0K	$888.0K	+$35.0K	2026-10-26
Core Wealth Partners LLC	DECREASED	11,274	11,664	-390	-3%	$913.0K	$884.3K	-$28.8K	2026-11-02
Kestra Advisory Services, LLC	DECREASED	10,720	14,979	-4,259	-28%	$1.2M	$840.8K	-$331.8K	2026-11-02
StoneX Group Inc.	DECREASED	7,970	8,870	-900	-10%	$693.0K	$625.1K	-$67.9K	2026-11-03
BridgePort Financial Solutions, LLC	NEW	7,708	—	+7,708	—	—	$604.5K	—	2026-11-02
Vise Technologies, Inc.	INCREASED	5,874	4,825	+1,049	+22%	$377.7K	$460.7K	+$83.0K	2026-10-29
Citigroup Inc	INCREASED	4,092	2,150	+1,942	+90%	$168.3K	$320.9K	+$152.6K	2026-11-04
Citizens Financial Group Inc	NEW	3,905	—	+3,905	—	—	$306.3K	—	2026-10-23
Sowell Financial Services LLC	NEW	3,579	—	+3,579	—	—	$280.7K	—	2026-10-23
J.W. Cole Advisors, Inc.	DECREASED	3,477	3,825	-348	-9%	$299.5K	$272.7K	-$26.8K	2026-11-05
Concurrent Investment Advisors, LLC	DECREASED	2,854	3,185	-331	-10%	$249.3K	$223.8K	-$25.5K	2026-10-16
Root Financial Partners, LLC	UNCHANGED	2,682	2,682	0	0%	$209.9K	$210.3K	+$402	2026-10-21
WBI Investments, LLC	DECREASED	2,639	2,696	-57	-2%	$211.0K	$207.0K	-$4.1K	2026-11-05
Fifth Third Bancorp	DECREASED	1,300	1,500	-200	-13%	$117.4K	$102.0K	-$15.5K	2026-11-05
Rossby Financial, LCC	INCREASED	1,235	1,087	+148	+14%	$85.1K	$96.9K	+$11.8K	2026-11-05
Larson Financial Group LLC	DECREASED	1,112	1,659	-547	-33%	$129.9K	$87.2K	-$42.7K	2026-11-05
TD Waterhouse Canada Inc.	UNCHANGED	509	509	0	0%	$39.8K	$40.0K	+$144	2026-10-16
Clearstead Advisors, LLC	NEW	495	—	+495	—	—	$38.8K	—	2026-11-06
CoreCap Advisors, LLC	DECREASED	410	525	-115	-22%	$41.1K	$32.2K	-$8.9K	2026-10-08
Physician Wealth Advisors, Inc.	NEW	101	—	+101	—	—	$7.9K	—	2026-10-20
Assetmark, Inc	INCREASED	100	83	+17	+20%	$6.5K	$7.8K	+$1.3K	2026-10-21
PNC Financial Services Group, Inc.	NEW	96	—	+96	—	—	$7.5K	—	2026-11-06
Cullen T Bankers, Inc.	DECREASED	93	94	-1	-1%	$7.4K	$7.3K	-$103	2026-10-28
IFP Advisors, Inc	UNCHANGED	15	15	0	0%	$1.2K	$1.2K	+$2	2026-10-16
Concord Wealth Partners	UNCHANGED	13	13	0	0%	$1.0K	$1.0K	+$2	2026-11-02
WIN Advisors, Inc	CLOSED	0	123,282	-123,282	-100%	$9.7M	$0	-$9.7M	2026-11-06
International Assets Investment Management, LLC	CLOSED	0	171	-171	-100%	$13.3K	$0	-$13.3K	2026-11-02
Franklin Resources Inc	N/A	—	8,515,143	-8,515,143	-100%	$666.6M	—	—	—
Bank of America Corp	N/A	—	1,807,715	-1,807,715	-100%	$141.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	1,681,358	-1,681,358	-100%	$131.6M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,190,339	-1,190,339	-100%	$93.2M	—	—	—
Arkadios Wealth Advisors	N/A	—	767,264	-767,264	-100%	$60.1M	—	—	—
Cetera Investment Advisers	N/A	—	607,918	-607,918	-100%	$47.6M	—	—	—
Morgan Stanley	N/A	—	578,891	-578,891	-100%	$45.3M	—	—	—
Raymond James Financial Inc	N/A	—	465,273	-465,273	-100%	$36.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	458,045	-458,045	-100%	$35.9M	—	—	—
JPMorgan Chase & Co	N/A	—	457,068	-457,068	-100%	$35.5M	—	—	—
Wells Fargo & Company	N/A	—	276,517	-276,517	-100%	$21.6M	—	—	—
Jones Financial Companies Lllp	N/A	—	271,495	-271,495	-100%	$20.7M	—	—	—
Sequent Planning LLC	N/A	—	219,827	-219,827	-100%	$17.2M	—	—	—
Ameriprise Financial Inc	N/A	—	200,277	-200,277	-100%	$15.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	138,477	-138,477	-100%	$10.8M	—	—	—
World Investment Advisors	N/A	—	108,214	-108,214	-100%	$7.7M	—	—	—
UBS Group AG	N/A	—	93,470	-93,470	-100%	$7.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	76,165	-76,165	-100%	$6.0M	—	—	—
Cerity Partners LLC	N/A	—	75,563	-75,563	-100%	$5.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	71,424	-71,424	-100%	$5.6M	—	—	—
Equitable Holdings, Inc.	N/A	—	66,459	-66,459	-100%	$5.2M	—	—	—
Royal Bank of Canada	N/A	—	65,000	-65,000	-100%	$5.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	62,044	-62,044	-100%	$4.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	60,925	-60,925	-100%	$4.8M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	48,791	-48,791	-100%	$3.8M	—	—	—
Paul R. Ried Financial Group, LLC	N/A	—	40,764	-40,764	-100%	$3.2M	—	—	—
Private Advisor Group, LLC	N/A	—	29,072	-29,072	-100%	$2.3M	—	—	—
BlackRock, Inc.	N/A	—	27,728	-27,728	-100%	$2.2M	—	—	—
MML Investors Services, LLC	N/A	—	25,918	-25,918	-100%	$2.0M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	24,341	-24,341	-100%	$1.9M	—	—	—
Bogart Wealth, LLC	N/A	—	18,317	-18,317	-100%	$1.4M	—	—	—
Stifel Financial Corp	N/A	—	15,840	-15,840	-100%	$1.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	15,580	-15,580	-100%	$1.2M	—	—	—
Crux Wealth Advisors	N/A	—	15,148	-15,148	-100%	$1.2M	—	—	—
Natixis Advisors, LLC	N/A	—	11,502	-11,502	-100%	$900.0K	—	—	—
Mariner, LLC	N/A	—	10,678	-10,678	-100%	$835.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	9,081	-9,081	-100%	$710.8K	—	—	—
Modern Wealth Management, LLC	N/A	—	5,518	-5,518	-100%	$431.9K	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	5,319	-5,319	-100%	$416.4K	—	—	—
FMR LLC	N/A	—	4,605	-4,605	-100%	$360.5K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	4,118	-4,118	-100%	$322.4K	—	—	—
Leigh Baldwin & Co., LLC	N/A	—	3,705	-3,705	-100%	$290.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	3,300	-3,300	-100%	$258.3K	—	—	—
Advyzon Investment Management, LLC	N/A	—	2,798	-2,798	-100%	$219.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,905	-1,905	-100%	$149.1K	—	—	—
Harbour Investments, Inc.	N/A	—	1,821	-1,821	-100%	$142.5K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1,561	-1,561	-100%	$122.2K	—	—	—
Glassman Wealth Services	N/A	—	656	-656	-100%	$51.4K	—	—	—
Huntington National Bank	N/A	—	651	-651	-100%	$51.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	622	-622	-100%	$48.7K	—	—	—
Dunhill Financial, LLC	N/A	—	500	-500	-100%	$39.2K	—	—	—
IFG Advisory, LLC	N/A	—	288	-288	-100%	$22.5K	—	—	—
Founders Financial Alliance, LLC	N/A	—	267	-267	-100%	$20.9K	—	—	—
BFC Planning, Inc.	N/A	—	265	-265	-100%	$20.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	168	-168	-100%	$13.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	166	-166	-100%	$13.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	71	-71	-100%	$5.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	54	-54	-100%	$4.2K	—	—	—

Showing 107 of 107 institutions