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Vistashares TRG 15 Berkshire (OMAH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Merit Financial Group, LLC
INCREASED
Shares1,081,340 from 1,057,503
Change+23,837 (+2%)
Value$18.9M (-$587.7K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares992,246 from 611,383
Change+380,863 (+62%)
Value$17.4M (+$6.1M)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
NEW
Shares248,217
Change+248,217
Value$4.3M
Filed 2026-11-05
Beaumont Financial Advisors, LLC
DECREASED
Shares237,896 from 257,841
Change-19,945 (-8%)
Value$4.2M (-$593.8K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares148,090 from 151,945
Change-3,855 (-3%)
Value$2.6M (-$212.0K)
Filed 2026-11-02
Sherry Group, Inc.
DECREASED
Shares120,907 from 121,807
Change-900 (-1%)
Value$2.1M (-$136.3K)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares120,193 from 116,693
Change+3,500 (+3%)
Value$2.1M (-$49.6K)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares110,367 from 88,604
Change+21,763 (+25%)
Value$1.9M (+$296.5K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares104,298 from 95,887
Change+8,411 (+9%)
Value$1.8M (+$56.0K)
Filed 2026-11-02
Formidable Asset Management, LLC
INCREASED
Shares99,191 from 86,047
Change+13,144 (+15%)
Value$1.8M (+$278.5K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares98,235 from 70,514
Change+27,721 (+39%)
Value$1.7M (+$417.9K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares97,918 from 89,283
Change+8,635 (+10%)
Value$1.7M (+$66.2K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares77,689
Change+77,689
Value$1.4M
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares70,327 from 62,886
Change+7,441 (+12%)
Value$1.2M (+$70.4K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares54,505 from 32,875
Change+21,630 (+66%)
Value$953.3K (+$347.1K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED
Shares43,591 from 40,669
Change+2,922 (+7%)
Value$762.4K (+$12.5K)
Filed 2026-10-16
Tactive Advisors, LLC
NEW
Shares41,170
Change+41,170
Value$720.1K
Filed 2026-10-08
Daymark Wealth Partners, LLC
INCREASED
Shares39,400 from 37,200
Change+2,200 (+6%)
Value$689.1K (+$3.1K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares32,825 from 22,419
Change+10,406 (+46%)
Value$574.1K (+$160.7K)
Filed 2026-11-03
Elevatus Welath Management
UNCHANGED
Shares29,278 from 29,278
Change0 (0%)
Value$512.1K (-$27.8K)
Filed 2026-10-19
Gaddis Premier Wealth Advisors LLC
NEW
Shares28,725
Change+28,725
Value$502.4K
Filed 2026-10-29
Foguth Wealth Management, Llc.
DECREASED
Shares28,513 from 360,403
Change-331,890 (-92%)
Value$517.5K (-$6.3M)
Filed 2026-10-19
HUB Investment Partners, LLC
UNCHANGED
Shares27,400 from 27,400
Change0 (0%)
Value$479.2K (-$26.0K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares22,484 from 21,594
Change+890 (+4%)
Value$393.2K (-$4.9K)
Filed 2026-10-29
Creative Planning
DECREASED
Shares21,156 from 21,231
Change-75 (0%)
Value$370.0K (-$21.5K)
Filed 2026-11-02
Retirement Guys Formula LLC
NEW
Shares18,490
Change+18,490
Value$323.4K
Filed 2026-10-26
Capital CS Group, LLC
INCREASED
Shares17,500 from 13,500
Change+4,000 (+30%)
Value$306.1K (+$57.1K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
NEW
Shares13,672
Change+13,672
Value$239.1K
Filed 2026-10-13
Wedbush Securities Inc
NEW
Shares13,500
Change+13,500
Value$236.0K
Filed 2026-10-22
Castle Rock Wealth Management, LLC
INCREASED
Shares12,585 from 11,143
Change+1,442 (+13%)
Value$222.1K (+$14.5K)
Filed 2026-10-09
Uptick Partners, LLC
NEW
Shares11,401
Change+11,401
Value$199.4K
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares11,267 from 11,268
Change-1 (0%)
Value$197.1K (-$10.7K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
NEW
Shares10,476
Change+10,476
Value$183.2K
Filed 2026-10-20
StoneX Group Inc.
NEW
Shares10,108
Change+10,108
Value$176.8K
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares10,000
Change+10,000
Value$174.9K
Filed 2026-11-03
SRH Advisors, LLC
INCREASED
Shares6,124 from 5,899
Change+225 (+4%)
Value$107.1K (-$1.7K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares3,526 from 3,464
Change+62 (+2%)
Value$61.7K (-$2.2K)
Filed 2026-10-08
Nova Financial LLC
NEW
Shares3,137
Change+3,137
Value$54.9K
Filed 2026-11-04
First Premier Bank
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$52 (-$3)
Filed 2026-10-13
Jacobi Capital Management LLC
NEW
Shares2,650
Change+2,650
Value$46.3K
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$35.0K (-$1.9K)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$22.7K (-$1.2K)
Filed 2026-10-20
Markowski Investments
NEW
Shares1,237
Change+1,237
Value$21.6K
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$22.1K ($0)
Filed 2026-11-06
Noble Wealth Management PBC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$20.1K (-$1.1K)
Filed 2026-10-01
Simplex Trading, LLC
DECREASED
Shares1,021 from 1,224
Change-203 (-17%)
Value$17.9K (-$4.7K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
NEW
Shares934
Change+934
Value$16.3K
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares754 from 726
Change+28 (+4%)
Value$13.2K (-$206)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares682 from 657
Change+25 (+4%)
Value$11.9K (-$305)
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$7.9K (-$428)
Filed 2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$927 (-$51)
Filed 2026-10-15
Tred Avon Family Wealth, LLC
CLOSED
Shares0 from 159,000
Change-159,000 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-20
Balboa Wealth Partners
CLOSED
Shares0 from 27,756
Change-27,756 (-100%)
Value$0 (-$511.8K)
Filed 2026-10-20
Nfsg Corp
CLOSED
Shares0 from 2,619
Change-2,619 (-100%)
Value$0 (-$48.3K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,945
Change-1,945 (-100%)
Value$0 (-$36.2K)
Filed 2026-11-02
Pittenger & Anderson Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$202)
Filed 2026-11-02
Second Half Financial Partners, LLC
N/A
Shares— from 865,716
Change-865,716 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 339,396
Change-339,396 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 167,995
Change-167,995 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 110,486
Change-110,486 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 96,166
Change-96,166 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 73,785
Change-73,785 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 69,108
Change-69,108 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 66,304
Change-66,304 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 62,895
Change-62,895 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 56,400
Change-56,400 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 55,200
Change-55,200 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 49,058
Change-49,058 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 43,379
Change-43,379 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 40,699
Change-40,699 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 38,532
Change-38,532 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 37,183
Change-37,183 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 35,948
Change-35,948 (-100%)
Value—
&partners
N/A
Shares— from 35,030
Change-35,030 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 34,746
Change-34,746 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 32,965
Change-32,965 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 31,016
Change-31,016 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 29,830
Change-29,830 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,055
Change-21,055 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 16,995
Change-16,995 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,885
Change-15,885 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,739
Change-13,739 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,516
Change-12,516 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,327
Change-11,327 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 10,176
Change-10,176 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,619
Change-7,619 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 63
Change-63 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 51
Change-51 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46
Change-46 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 40
Change-40 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5
Change-5 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Merit Financial Group, LLC
INCREASED1,081,3401,057,503+23,837+2%$19.5M$18.9M-$587.7K2026-11-06
LPL Financial LLC
INCREASED992,246611,383+380,863+62%$11.3M$17.4M+$6.1M2026-11-06
J.W. Cole Advisors, Inc.
NEW248,217—+248,217——$4.3M—2026-11-05
Beaumont Financial Advisors, LLC
DECREASED237,896257,841-19,945-8%$4.8M$4.2M-$593.8K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED148,090151,945-3,855-3%$2.8M$2.6M-$212.0K2026-11-02
Sherry Group, Inc.
DECREASED120,907121,807-900-1%$2.3M$2.1M-$136.3K2026-10-09
Larson Financial Group LLC
INCREASED120,193116,693+3,500+3%$2.2M$2.1M-$49.6K2026-11-05
Visionary Wealth Advisors
INCREASED110,36788,604+21,763+25%$1.6M$1.9M+$296.5K2026-11-04
Kestra Advisory Services, LLC
INCREASED104,29895,887+8,411+9%$1.8M$1.8M+$56.0K2026-11-02
Formidable Asset Management, LLC
INCREASED99,19186,047+13,144+15%$1.6M$1.8M+$278.5K2026-11-03
Commonwealth Equity Services, LLC
INCREASED98,23570,514+27,721+39%$1.3M$1.7M+$417.9K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED97,91889,283+8,635+10%$1.6M$1.7M+$66.2K2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW77,689—+77,689——$1.4M—2026-10-13
D.A. Davidson & Co.
INCREASED70,32762,886+7,441+12%$1.2M$1.2M+$70.4K2026-10-28
Truist Financial Corp
INCREASED54,50532,875+21,630+66%$606.2K$953.3K+$347.1K2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED43,59140,669+2,922+7%$749.9K$762.4K+$12.5K2026-10-16
Tactive Advisors, LLC
NEW41,170—+41,170——$720.1K—2026-10-08
Daymark Wealth Partners, LLC
INCREASED39,40037,200+2,200+6%$686.0K$689.1K+$3.1K2026-11-04
RFG Advisory, LLC
INCREASED32,82522,419+10,406+46%$413.4K$574.1K+$160.7K2026-11-03
Elevatus Welath Management
UNCHANGED29,27829,27800%$539.9K$512.1K-$27.8K2026-10-19
Gaddis Premier Wealth Advisors LLC
NEW28,725—+28,725——$502.4K—2026-10-29
Foguth Wealth Management, Llc.
DECREASED28,513360,403-331,890-92%$6.9M$517.5K-$6.3M2026-10-19
HUB Investment Partners, LLC
UNCHANGED27,40027,40000%$505.3K$479.2K-$26.0K2026-11-03
Integrity Alliance, Llc.
INCREASED22,48421,594+890+4%$398.2K$393.2K-$4.9K2026-10-29
Creative Planning
DECREASED21,15621,231-750%$391.5K$370.0K-$21.5K2026-11-02
Retirement Guys Formula LLC
NEW18,490—+18,490——$323.4K—2026-10-26
Capital CS Group, LLC
INCREASED17,50013,500+4,000+30%$248.9K$306.1K+$57.1K2026-10-29
SAX Wealth Advisors, LLC
NEW13,672—+13,672——$239.1K—2026-10-13
Wedbush Securities Inc
NEW13,500—+13,500——$236.0K—2026-10-22
Castle Rock Wealth Management, LLC
INCREASED12,58511,143+1,442+13%$207.6K$222.1K+$14.5K2026-10-09
Uptick Partners, LLC
NEW11,401—+11,401——$199.4K—2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED11,26711,268-10%$207.8K$197.1K-$10.7K2026-10-14
Prime Capital Investment Advisors, LLC
NEW10,476—+10,476——$183.2K—2026-10-20
StoneX Group Inc.
NEW10,108—+10,108——$176.8K—2026-11-03
Ascentis Independent Advisors
NEW10,000—+10,000——$174.9K—2026-11-03
SRH Advisors, LLC
INCREASED6,1245,899+225+4%$108.8K$107.1K-$1.7K2026-10-22
Farther Finance Advisors, LLC
INCREASED3,5263,464+62+2%$63.9K$61.7K-$2.2K2026-10-08
Nova Financial LLC
NEW3,137—+3,137——$54.9K—2026-11-04
First Premier Bank
UNCHANGED3,0003,00000%$55$52-$32026-10-13
Jacobi Capital Management LLC
NEW2,650—+2,650——$46.3K—2026-11-05
US Bancorp \de\
UNCHANGED2,0002,00000%$36.9K$35.0K-$1.9K2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,3001,30000%$24.0K$22.7K-$1.2K2026-10-20
Markowski Investments
NEW1,237—+1,237——$21.6K—2026-10-30
Allworth Financial LP
UNCHANGED1,2001,20000%$22.1K$22.1K$02026-11-06
Noble Wealth Management PBC
UNCHANGED1,1501,15000%$21.2K$20.1K-$1.1K2026-10-01
Simplex Trading, LLC
DECREASED1,0211,224-203-17%$22.6K$17.9K-$4.7K2026-11-04
EverSource Wealth Advisors, LLC
NEW934—+934——$16.3K—2026-11-04
Kingdom Financial Group Llc.
INCREASED754726+28+4%$13.4K$13.2K-$2062026-11-04
TD Waterhouse Canada Inc.
INCREASED682657+25+4%$12.2K$11.9K-$3052026-10-16
IFP Advisors, Inc
UNCHANGED45045000%$8.3K$7.9K-$4282026-10-16
GHP Investment Advisors, Inc.
UNCHANGED535300%$978$927-$512026-10-15
Tred Avon Family Wealth, LLC
CLOSED0159,000-159,000-100%$2.9M$0-$2.9M2026-10-20
Balboa Wealth Partners
CLOSED027,756-27,756-100%$511.8K$0-$511.8K2026-10-20
Nfsg Corp
CLOSED02,619-2,619-100%$48.3K$0-$48.3K2026-10-15
International Assets Investment Management, LLC
CLOSED01,945-1,945-100%$36.2K$0-$36.2K2026-11-02
Pittenger & Anderson Inc
CLOSED011-11-100%$202$0-$2022026-11-02
Second Half Financial Partners, LLC
N/A—865,716-865,716-100%$16.0M———
Stifel Financial Corp
N/A—339,396-339,396-100%$6.3M———
Navis Wealth Advisors, LLC
N/A—167,995-167,995-100%$3.1M———
Royal Bank of Canada
N/A—110,486-110,486-100%$2.0M———
Brookwood Investment Group LLC
N/A—96,166-96,166-100%$1.8M———
Mutual Advisors, LLC
N/A—73,785-73,785-100%$1.4M———
Camarda Financial Advisors, LLC
N/A—69,108-69,108-100%$1.3M———
Susquehanna International Group, LLP
N/A—66,304-66,304-100%$1.2M———
Janney Montgomery Scott LLC
N/A—62,895-62,895-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—56,400-56,400-100%$1.0M———
Bearing Point Capital, LLC
N/A—55,200-55,200-100%$1.0M———
RPS Advisory Solutions LLC
N/A—49,058-49,058-100%$904.6K———
Captrust Financial Advisors
N/A—43,379-43,379-100%$799.9K———
PFG Investments, LLC
N/A—40,699-40,699-100%$750.5K———
Delta Investment Management, LLC
N/A—38,532-38,532-100%$710.5K———
Raymond James Financial Inc
N/A—37,183-37,183-100%$685.7K———
NewEdge Advisors, LLC
N/A—35,948-35,948-100%$662.9K———
&partners
N/A—35,030-35,030-100%$646.0K———
WealthShield Partners, LLC
N/A—34,746-34,746-100%$640.7K———
Focus Partners Wealth
N/A—32,965-32,965-100%$607.9K———
Integrated Wealth Concepts LLC
N/A—31,016-31,016-100%$571.9K———
Naviter Wealth, LLC
N/A—29,830-29,830-100%$550.1K———
Snowden Capital Advisors LLC
N/A—21,055-21,055-100%$388.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—16,995-16,995-100%$313.4K———
Kingsview Wealth Management, LLC
N/A—15,885-15,885-100%$292.9K———
Mariner, LLC
N/A—13,739-13,739-100%$253.5K———
United Capital Financial Advisors, LLC
N/A—12,516-12,516-100%$230.9K———
HighTower Advisors, LLC
N/A—12,500-12,500-100%$230.5K———
Marex Group Ltd
N/A—11,425-11,425-100%$210.7K———
Foundations Investment Advisors, LLC
N/A—11,327-11,327-100%$208.9K———
Significant Wealth Partners LLC
N/A—10,533-10,533-100%$194.2K———
Two Sigma Securities, LLC
N/A—10,176-10,176-100%$187.6K———
Arax Advisory Partners
N/A—8,227-8,227-100%$151.7K———
Harbour Investments, Inc.
N/A—7,619-7,619-100%$140.5K———
UBS Group AG
N/A—5,366-5,366-100%$98.9K———
Swan Capital LLC
N/A—3,063-3,063-100%$56.5K———
Westend Capital Management, LLC
N/A—2,887-2,887-100%$53.2K———
Osaic Holdings, Inc.
N/A—2,166-2,166-100%$39.9K———
Quantum Portfolio Management LLC
N/A—2,030-2,030-100%$37.4K———
PIN OAK Investment Advisors Inc
N/A—2,000-2,000-100%$37.0K———
Hollencrest Capital Management
N/A—1,455-1,455-100%$26.8K———
Private Wealth Asset Management, LLC
N/A—374-374-100%$6.9K———
Mark Sheptoff Financial Planning, LLC
N/A—324-324-100%$6.0K———
Wells Fargo & Company
N/A—63-63-100%$1.2K———
Tower Research Capital LLC (TRC)
N/A—51-51-100%$940———
JPMorgan Chase & Co
N/A—46-46-100%$850———
BNP Paribas Financial Markets
N/A—40-40-100%$738———
Morgan Stanley
N/A—5-5-100%$106———
Northwestern Mutual Wealth Management Co
N/A—3-3-100%$55———
Showing 105 of 105 institutions