Hartfor Strateg Income ETF (HFSI)

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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New England Capital Financial Advisors LLC

INCREASED

Shares2,835,003 from 2,742,268

Change+92,735 (+3%)

Value$95.2M (-$1.2M)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares1,707,453 from 210,893

Change+1,496,560 (+710%)

Value$57.3M (+$49.9M)

Filed 2026-11-06

Flagship Harbor Advisors, LLC

INCREASED

Shares988,093 from 16,835

Change+971,258 (+5769%)

Value$33.2M (+$32.6M)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares330,794 from 167,236

Change+163,558 (+98%)

Value$10.8M (+$4.9M)

Filed 2026-10-13

Mirae Asset Global Investments Co., Ltd.

NEW

Shares329,000

Change+329,000

Value$11.0M

Filed 2026-11-03

Retirement Planning Group, LLC

INCREASED

Shares299,087 from 175,023

Change+124,064 (+71%)

Value$10.0M (+$3.9M)

Filed 2026-10-19

Sierra Ocean, LLC

NEW

Shares297,926

Change+297,926

Value$10.0M

Filed 2026-11-03

Live Oak Investment Partners

INCREASED

Shares269,289 from 266,848

Change+2,441 (+1%)

Value$9.0M (-$339.7K)

Filed 2026-10-23

Diversify Wealth Management, LLC

INCREASED

Shares265,929 from 103,237

Change+162,692 (+158%)

Value$9.0M (+$5.4M)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares265,929 from 103,237

Change+162,692 (+158%)

Value$9.0M (+$5.4M)

Filed 2026-10-20

CWA Asset Management Group, LLC

NEW

Shares261,599

Change+261,599

Value$8.8M

Filed 2026-10-19

Truist Financial Corp

INCREASED

Shares242,891 from 194,597

Change+48,294 (+25%)

Value$8.2M (+$1.3M)

Filed 2026-10-30

Citizens Financial Group Inc

INCREASED

Shares229,492 from 225,038

Change+4,454 (+2%)

Value$7.7M (-$204.6K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares195,644 from 178,985

Change+16,659 (+9%)

Value$6.6M (+$276.6K)

Filed 2026-11-02

MGO One Seven LLC

DECREASED

Shares193,320 from 202,154

Change-8,834 (-4%)

Value$6.5M (-$616.1K)

Filed 2026-10-28

Flynn Zito Capital Management, LLC

NEW

Shares180,565

Change+180,565

Value$6.1M

Filed 2026-11-04

Claro Advisors Inc.

NEW

Shares124,872

Change+124,872

Value$4.2M

Filed 2026-11-02

Strategic Blueprint, LLC

INCREASED

Shares86,639 from 84,593

Change+2,046 (+2%)

Value$2.9M (-$65.0K)

Filed 2026-10-22

Thrivent Financial for Lutherans

NEW

Shares83,290

Change+83,290

Value$2.8M

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares80,318 from 79,450

Change+868 (+1%)

Value$2.7M (-$96.0K)

Filed 2026-11-02

NewSquare Capital LLC

NEW

Shares72,133

Change+72,133

Value$2.4M

Filed 2026-11-06

GGM Financial LLC

NEW

Shares44,484

Change+44,484

Value$1.5M

Filed 2026-11-05

Destiny Capital Corp

INCREASED

Shares38,473 from 37,985

Change+488 (+1%)

Value$1.3M (-$43.6K)

Filed 2026-11-03

Kestra Private Wealth Services, LLC

NEW

Shares27,221

Change+27,221

Value$914.1K

Filed 2026-11-06

Hobart Private Capital, LLC

INCREASED

Shares26,769 from 25,876

Change+893 (+3%)

Value$898.9K (-$10.9K)

Filed 2026-10-19

Milestone Investment Advisors LLC

NEW

Shares22,973

Change+22,973

Value$771.4K

Filed 2026-11-05

AdvisorNet Financial, Inc

DECREASED

Shares21,137 from 22,095

Change-958 (-4%)

Value$710.4K (-$66.4K)

Filed 2026-10-15

Uptick Partners, LLC

INCREASED

Shares19,310 from 18,459

Change+851 (+5%)

Value$648.4K (-$584)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

INCREASED

Shares18,530 from 15,753

Change+2,777 (+18%)

Value$622.2K (+$68.4K)

Filed 2026-10-30

Surience Private Wealth LLC

INCREASED

Shares18,315 from 17,968

Change+347 (+2%)

Value$615.0K (-$16.7K)

Filed 2026-10-16

Core Wealth Advisors, LLC

DECREASED

Shares16,407 from 17,991

Change-1,584 (-9%)

Value$551.0K (-$81.6K)

Filed 2026-11-05

Cornerstone Wealth Management, LLC

NEW

Shares12,842

Change+12,842

Value$431.2K

Filed 2026-11-04

Concurrent Investment Advisors, LLC

DECREASED

Shares12,639 from 13,906

Change-1,267 (-9%)

Value$424.4K (-$64.5K)

Filed 2026-10-16

Bank of New York Mellon Corp

NEW

Shares12,520

Change+12,520

Value$420.4K

Filed 2026-11-05

CWC Advisors, Llc.

UNCHANGED

Shares11,408 from 11,408

Change0 (0%)

Value$383.1K (-$18.0K)

Filed 2026-10-15

Vise Technologies, Inc.

INCREASED

Shares11,231 from 10,920

Change+311 (+3%)

Value$377.1K (-$6.8K)

Filed 2026-10-29

NorthCrest Asset Manangement, LLC

NEW

Shares10,525

Change+10,525

Value$353.9K

Filed 2026-10-13

Meridian Financial Advisors, LLC

DECREASED

Shares9,299 from 9,466

Change-167 (-2%)

Value$312.3K (-$20.6K)

Filed 2026-10-14

Bright Futures Wealth Management, Llc.

DECREASED

Shares9,085 from 9,374

Change-289 (-3%)

Value$305.1K (-$24.5K)

Filed 2026-10-23

Cypress Wealth Services, LLC

INCREASED

Shares8,878 from 8,785

Change+93 (+1%)

Value$297.9K (-$11.0K)

Filed 2026-10-21

Coquina Private Wealth LLC

INCREASED

Shares8,483 from 8,353

Change+130 (+2%)

Value$284.9K (-$8.8K)

Filed 2026-10-27

Saxon Interests, Inc.

NEW

Shares7,246

Change+7,246

Value$243.3K

Filed 2026-10-26

Davenport & Co LLC

NEW

Shares6,750

Change+6,750

Value$226.7K

Filed 2026-10-14

Wealth Enhancement Trust Services, Inc.

INCREASED

Shares5,556 from 5,474

Change+82 (+2%)

Value$186.6K (-$5.9K)

Filed 2026-10-07

IFP Advisors, Inc

DECREASED

Shares2,599 from 2,793

Change-194 (-7%)

Value$87.3K (-$10.9K)

Filed 2026-10-16

Golden State Wealth Management, LLC

NEW

Shares2,345

Change+2,345

Value$78.7K

Filed 2026-11-02

Private Trust Co NA

NEW

Shares1,167

Change+1,167

Value$39.2K

Filed 2026-10-20

Ascentis Independent Advisors

NEW

Shares1,008

Change+1,008

Value$33.8K

Filed 2026-11-03

Creative Financial Designs Inc

NEW

Shares699

Change+699

Value$23.5K

Filed 2026-11-04

Fifth Third Bancorp

NEW

Shares369

Change+369

Value$12.4K

Filed 2026-11-05

Lodestone Wealth Management LLC

NEW

Shares305

Change+305

Value$10.2K

Filed 2026-10-14

Assetmark, Inc

NEW

Shares74

Change+74

Value$2.5K

Filed 2026-10-21

Marks Group Wealth Management, Inc

CLOSED

Shares0 from 16,263

Change-16,263 (-100%)

Value$0 (-$571.8K)

Filed 2026-11-05

StoneX Group Inc.

CLOSED

Shares0 from 8,919

Change-8,919 (-100%)

Value$0 (-$314.4K)

Filed 2026-11-03

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 6,983

Change-6,983 (-100%)

Value$0 (-$245.5K)

Filed 2026-10-21

International Assets Investment Management, LLC

CLOSED

Shares0 from 536

Change-536 (-100%)

Value$0 (-$18.8K)

Filed 2026-11-02

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,599,232

Change-2,599,232 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 2,107,234

Change-2,107,234 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,583,072

Change-1,583,072 (-100%)

Value—

Hartford Funds Management Co LLC

N/A

Shares— from 1,559,242

Change-1,559,242 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 968,502

Change-968,502 (-100%)

Value—

Retirement Management Systems Inc.

N/A

Shares— from 832,783

Change-832,783 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 773,637

Change-773,637 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 720,743

Change-720,743 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 643,146

Change-643,146 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 600,921

Change-600,921 (-100%)

Value—

Centric Wealth Management

N/A

Shares— from 411,612

Change-411,612 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 389,715

Change-389,715 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 372,711

Change-372,711 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 313,490

Change-313,490 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 308,104

Change-308,104 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 255,309

Change-255,309 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 244,505

Change-244,505 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 233,559

Change-233,559 (-100%)

Value—

Sonoma Allocations LLC

N/A

Shares— from 171,553

Change-171,553 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 162,423

Change-162,423 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 144,428

Change-144,428 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 108,824

Change-108,824 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 90,702

Change-90,702 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 76,730

Change-76,730 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 65,622

Change-65,622 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 65,375

Change-65,375 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 63,397

Change-63,397 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 51,047

Change-51,047 (-100%)

Value—

&partners

N/A

Shares— from 43,039

Change-43,039 (-100%)

Value—

Liberty One Investment Management, LLC

N/A

Shares— from 37,306

Change-37,306 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 36,063

Change-36,063 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 33,986

Change-33,986 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 31,643

Change-31,643 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 22,417

Change-22,417 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 20,353

Change-20,353 (-100%)

Value—

Evergreen Wealth Partners LLC

N/A

Shares— from 17,393

Change-17,393 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 15,826

Change-15,826 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 7,962

Change-7,962 (-100%)

Value—

Stonebridge Financial Group, LLC / MO

N/A

Shares— from 6,952

Change-6,952 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 6,788

Change-6,788 (-100%)

Value—

Alexander Labrunerie & Co., Inc.

N/A

Shares— from 6,574

Change-6,574 (-100%)

Value—

Barnes Pettey Financial Advisors, LLC

N/A

Shares— from 5,726

Change-5,726 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 5,206

Change-5,206 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,102

Change-2,102 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 876

Change-876 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 724

Change-724 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 168

Change-168 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 81

Change-81 (-100%)

Value—

	Status
New England Capital Financial Advisors LLC	INCREASED	2,835,003	2,742,268	+92,735	+3%	$96.4M	$95.2M	-$1.2M	2026-11-03
LPL Financial LLC	INCREASED	1,707,453	210,893	+1,496,560	+710%	$7.4M	$57.3M	+$49.9M	2026-11-06
Flagship Harbor Advisors, LLC	INCREASED	988,093	16,835	+971,258	+5769%	$591.9K	$33.2M	+$32.6M	2026-10-26
Wealth Enhancement Advisory Services, LLC	INCREASED	330,794	167,236	+163,558	+98%	$5.9M	$10.8M	+$4.9M	2026-10-13
Mirae Asset Global Investments Co., Ltd.	NEW	329,000	—	+329,000	—	—	$11.0M	—	2026-11-03
Retirement Planning Group, LLC	INCREASED	299,087	175,023	+124,064	+71%	$6.2M	$10.0M	+$3.9M	2026-10-19
Sierra Ocean, LLC	NEW	297,926	—	+297,926	—	—	$10.0M	—	2026-11-03
Live Oak Investment Partners	INCREASED	269,289	266,848	+2,441	+1%	$9.4M	$9.0M	-$339.7K	2026-10-23
Diversify Wealth Management, LLC	INCREASED	265,929	103,237	+162,692	+158%	$3.6M	$9.0M	+$5.4M	2026-10-20
Diversify Advisory Services, LLC	INCREASED	265,929	103,237	+162,692	+158%	$3.6M	$9.0M	+$5.4M	2026-10-20
CWA Asset Management Group, LLC	NEW	261,599	—	+261,599	—	—	$8.8M	—	2026-10-19
Truist Financial Corp	INCREASED	242,891	194,597	+48,294	+25%	$6.8M	$8.2M	+$1.3M	2026-10-30
Citizens Financial Group Inc	INCREASED	229,492	225,038	+4,454	+2%	$8.0M	$7.7M	-$204.6K	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	195,644	178,985	+16,659	+9%	$6.3M	$6.6M	+$276.6K	2026-11-02
MGO One Seven LLC	DECREASED	193,320	202,154	-8,834	-4%	$7.1M	$6.5M	-$616.1K	2026-10-28
Flynn Zito Capital Management, LLC	NEW	180,565	—	+180,565	—	—	$6.1M	—	2026-11-04
Claro Advisors Inc.	NEW	124,872	—	+124,872	—	—	$4.2M	—	2026-11-02
Strategic Blueprint, LLC	INCREASED	86,639	84,593	+2,046	+2%	$3.0M	$2.9M	-$65.0K	2026-10-22
Thrivent Financial for Lutherans	NEW	83,290	—	+83,290	—	—	$2.8M	—	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	80,318	79,450	+868	+1%	$2.8M	$2.7M	-$96.0K	2026-11-02
NewSquare Capital LLC	NEW	72,133	—	+72,133	—	—	$2.4M	—	2026-11-06
GGM Financial LLC	NEW	44,484	—	+44,484	—	—	$1.5M	—	2026-11-05
Destiny Capital Corp	INCREASED	38,473	37,985	+488	+1%	$1.3M	$1.3M	-$43.6K	2026-11-03
Kestra Private Wealth Services, LLC	NEW	27,221	—	+27,221	—	—	$914.1K	—	2026-11-06
Hobart Private Capital, LLC	INCREASED	26,769	25,876	+893	+3%	$909.8K	$898.9K	-$10.9K	2026-10-19
Milestone Investment Advisors LLC	NEW	22,973	—	+22,973	—	—	$771.4K	—	2026-11-05
AdvisorNet Financial, Inc	DECREASED	21,137	22,095	-958	-4%	$776.8K	$710.4K	-$66.4K	2026-10-15
Uptick Partners, LLC	INCREASED	19,310	18,459	+851	+5%	$649.0K	$648.4K	-$584	2026-11-04
Capital Investment Advisory Services, LLC	INCREASED	18,530	15,753	+2,777	+18%	$553.9K	$622.2K	+$68.4K	2026-10-30
Surience Private Wealth LLC	INCREASED	18,315	17,968	+347	+2%	$631.8K	$615.0K	-$16.7K	2026-10-16
Core Wealth Advisors, LLC	DECREASED	16,407	17,991	-1,584	-9%	$632.6K	$551.0K	-$81.6K	2026-11-05
Cornerstone Wealth Management, LLC	NEW	12,842	—	+12,842	—	—	$431.2K	—	2026-11-04
Concurrent Investment Advisors, LLC	DECREASED	12,639	13,906	-1,267	-9%	$488.9K	$424.4K	-$64.5K	2026-10-16
Bank of New York Mellon Corp	NEW	12,520	—	+12,520	—	—	$420.4K	—	2026-11-05
CWC Advisors, Llc.	UNCHANGED	11,408	11,408	0	0%	$401.1K	$383.1K	-$18.0K	2026-10-15
Vise Technologies, Inc.	INCREASED	11,231	10,920	+311	+3%	$383.9K	$377.1K	-$6.8K	2026-10-29
NorthCrest Asset Manangement, LLC	NEW	10,525	—	+10,525	—	—	$353.9K	—	2026-10-13
Meridian Financial Advisors, LLC	DECREASED	9,299	9,466	-167	-2%	$332.8K	$312.3K	-$20.6K	2026-10-14
Bright Futures Wealth Management, Llc.	DECREASED	9,085	9,374	-289	-3%	$329.6K	$305.1K	-$24.5K	2026-10-23
Cypress Wealth Services, LLC	INCREASED	8,878	8,785	+93	+1%	$308.9K	$297.9K	-$11.0K	2026-10-21
Coquina Private Wealth LLC	INCREASED	8,483	8,353	+130	+2%	$293.7K	$284.9K	-$8.8K	2026-10-27
Saxon Interests, Inc.	NEW	7,246	—	+7,246	—	—	$243.3K	—	2026-10-26
Davenport & Co LLC	NEW	6,750	—	+6,750	—	—	$226.7K	—	2026-10-14
Wealth Enhancement Trust Services, Inc.	INCREASED	5,556	5,474	+82	+2%	$192.5K	$186.6K	-$5.9K	2026-10-07
IFP Advisors, Inc	DECREASED	2,599	2,793	-194	-7%	$98.2K	$87.3K	-$10.9K	2026-10-16
Golden State Wealth Management, LLC	NEW	2,345	—	+2,345	—	—	$78.7K	—	2026-11-02
Private Trust Co NA	NEW	1,167	—	+1,167	—	—	$39.2K	—	2026-10-20
Ascentis Independent Advisors	NEW	1,008	—	+1,008	—	—	$33.8K	—	2026-11-03
Creative Financial Designs Inc	NEW	699	—	+699	—	—	$23.5K	—	2026-11-04
Fifth Third Bancorp	NEW	369	—	+369	—	—	$12.4K	—	2026-11-05
Lodestone Wealth Management LLC	NEW	305	—	+305	—	—	$10.2K	—	2026-10-14
Assetmark, Inc	NEW	74	—	+74	—	—	$2.5K	—	2026-10-21
Marks Group Wealth Management, Inc	CLOSED	0	16,263	-16,263	-100%	$571.8K	$0	-$571.8K	2026-11-05
StoneX Group Inc.	CLOSED	0	8,919	-8,919	-100%	$314.4K	$0	-$314.4K	2026-11-03
Axxcess Wealth Management, LLC	CLOSED	0	6,983	-6,983	-100%	$245.5K	$0	-$245.5K	2026-10-21
International Assets Investment Management, LLC	CLOSED	0	536	-536	-100%	$18.8K	$0	-$18.8K	2026-11-02
Northwestern Mutual Wealth Management Co	N/A	—	2,599,232	-2,599,232	-100%	$91.4M	—	—	—
Bank of America Corp	N/A	—	2,107,234	-2,107,234	-100%	$74.1M	—	—	—
Raymond James Financial Inc	N/A	—	1,583,072	-1,583,072	-100%	$55.7M	—	—	—
Hartford Funds Management Co LLC	N/A	—	1,559,242	-1,559,242	-100%	$54.8M	—	—	—
Benjamin Edwards Inc	N/A	—	968,502	-968,502	-100%	$34.1M	—	—	—
Retirement Management Systems Inc.	N/A	—	832,783	-832,783	-100%	$29.3M	—	—	—
Modern Wealth Management, LLC	N/A	—	773,637	-773,637	-100%	$27.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	720,743	-720,743	-100%	$25.3M	—	—	—
Bleakley Financial Group, LLC	N/A	—	643,146	-643,146	-100%	$22.6M	—	—	—
Wealthspire Retirement, LLC	N/A	—	600,921	-600,921	-100%	$21.1M	—	—	—
Centric Wealth Management	N/A	—	411,612	-411,612	-100%	$14.4M	—	—	—
Royal Bank of Canada	N/A	—	389,715	-389,715	-100%	$13.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	372,711	-372,711	-100%	$13.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	313,490	-313,490	-100%	$11.1M	—	—	—
Stifel Financial Corp	N/A	—	308,104	-308,104	-100%	$10.8M	—	—	—
Focus Partners Wealth	N/A	—	255,309	-255,309	-100%	$9.0M	—	—	—
Mutual Advisors, LLC	N/A	—	244,505	-244,505	-100%	$8.6M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	233,559	-233,559	-100%	$8.2M	—	—	—
Sonoma Allocations LLC	N/A	—	171,553	-171,553	-100%	$6.0M	—	—	—
Private Advisor Group, LLC	N/A	—	162,423	-162,423	-100%	$5.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	144,428	-144,428	-100%	$5.1M	—	—	—
WNY Asset Management, LLC	N/A	—	108,824	-108,824	-100%	$3.8M	—	—	—
MML Investors Services, LLC	N/A	—	90,702	-90,702	-100%	$3.2M	—	—	—
Cary Street Partners Financial LLC	N/A	—	76,730	-76,730	-100%	$2.7M	—	—	—
JPMorgan Chase & Co	N/A	—	65,622	-65,622	-100%	$2.3M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	65,375	-65,375	-100%	$2.3M	—	—	—
Natixis Advisors, LLC	N/A	—	63,397	-63,397	-100%	$2.2M	—	—	—
Kovack Advisors, Inc.	N/A	—	51,047	-51,047	-100%	$1.8M	—	—	—
&partners	N/A	—	43,039	-43,039	-100%	$1.5M	—	—	—
Liberty One Investment Management, LLC	N/A	—	37,306	-37,306	-100%	$1.3M	—	—	—
EP Wealth Advisors, LLC	N/A	—	36,063	-36,063	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	33,986	-33,986	-100%	$1.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	31,643	-31,643	-100%	$1.1M	—	—	—
Mariner, LLC	N/A	—	22,417	-22,417	-100%	$788.2K	—	—	—
Arkadios Wealth Advisors	N/A	—	20,353	-20,353	-100%	$715.6K	—	—	—
Evergreen Wealth Partners LLC	N/A	—	17,393	-17,393	-100%	$611.5K	—	—	—
Harbour Investments, Inc.	N/A	—	15,826	-15,826	-100%	$556.4K	—	—	—
Cozad Asset Management Inc	N/A	—	7,962	-7,962	-100%	$279.9K	—	—	—
Stonebridge Financial Group, LLC / MO	N/A	—	6,952	-6,952	-100%	$244.4K	—	—	—
Summit Financial, LLC	N/A	—	6,788	-6,788	-100%	$239.8K	—	—	—
Alexander Labrunerie & Co., Inc.	N/A	—	6,574	-6,574	-100%	$231.1K	—	—	—
Barnes Pettey Financial Advisors, LLC	N/A	—	5,726	-5,726	-100%	$201.4K	—	—	—
Capital Analysts, LLC	N/A	—	5,206	-5,206	-100%	$183.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,102	-2,102	-100%	$73.9K	—	—	—
Continuum Advisory, LLC	N/A	—	876	-876	-100%	$30.8K	—	—	—
Bogart Wealth, LLC	N/A	—	724	-724	-100%	$25.4K	—	—	—
Morgan Stanley	N/A	—	168	-168	-100%	$5.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	81	-81	-100%	$2.8K	—	—	—

Showing 104 of 104 institutions