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Nyli Ftse INT EQ CUR Neu-Usd (HFXI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
DECREASED
Shares2,886,606 from 3,003,229
Change-116,623 (-4%)
Value$107.3M (-$7.1M)
Filed 2026-11-04
Go Invest LLC
INCREASED
Shares1,316,965 from 1,184,742
Change+132,223 (+11%)
Value$49.0M (+$3.8M)
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares858,475 from 840,088
Change+18,387 (+2%)
Value$31.9M (-$89.4K)
Filed 2026-11-02
Flynn Zito Capital Management, LLC
INCREASED
Shares572,363 from 570,109
Change+2,254 (+0%)
Value$21.3M (-$440.7K)
Filed 2026-11-04
Landmark Wealth Management, LLC
INCREASED
Shares571,713 from 496,162
Change+75,551 (+15%)
Value$21.3M (+$2.4M)
Filed 2026-11-03
Horizon Wealth Management, LLC
NEW
Shares561,891
Change+561,891
Value$20.9M
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares284,821 from 268,863
Change+15,958 (+6%)
Value$10.6M (+$345.8K)
Filed 2026-10-16
Stackstone Wealth, LLC
NEW
Shares263,489
Change+263,489
Value$9.8M
Filed 2026-10-19
Sage Private Wealth Group, LLC
NEW
Shares227,057
Change+227,057
Value$8.4M
Filed 2026-10-21
Marino, Stram & Associates LLC
DECREASED
Shares224,186 from 245,335
Change-21,149 (-9%)
Value$8.3M (-$1.0M)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares219,174 from 221,907
Change-2,733 (-1%)
Value$8.1M (-$305.0K)
Filed 2026-10-23
Navigation Group, LLC
INCREASED
Shares155,642 from 131,729
Change+23,913 (+18%)
Value$5.8M (+$767.6K)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares153,480 from 112,937
Change+40,543 (+36%)
Value$5.7M (+$1.4M)
Filed 2026-10-26
Prosperity Financial Group, Inc.
INCREASED
Shares151,653 from 150,274
Change+1,379 (+1%)
Value$5.6M (-$87.0K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares87,117 from 43,017
Change+44,100 (+103%)
Value$3.2M (+$1.6M)
Filed 2026-10-30
Capital Investment Advisors, LLC
INCREASED
Shares81,295 from 74,563
Change+6,732 (+9%)
Value$3.0M (+$181.6K)
Filed 2026-10-22
Redwood Financial Network Corp
DECREASED
Shares51,192 from 53,802
Change-2,610 (-5%)
Value$1.9M (-$146.5K)
Filed 2026-11-03
Prospera Financial Services Inc
NEW
Shares47,412
Change+47,412
Value$1.7M
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares46,525 from 23,582
Change+22,943 (+97%)
Value$1.7M (+$831.1K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares41,272 from 37,865
Change+3,407 (+9%)
Value$1.5M (+$91.8K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares40,282 from 40,501
Change-219 (-1%)
Value$1.5M (-$44.1K)
Filed 2026-10-13
Atticus Wealth Management, LLC
INCREASED
Shares37,016 from 28,466
Change+8,550 (+30%)
Value$1.4M (+$291.6K)
Filed 2026-10-20
Golden State Wealth Management, LLC
UNCHANGED
Shares36,705 from 36,705
Change0 (0%)
Value$1.4M (-$33.8K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares33,345 from 47,404
Change-14,059 (-30%)
Value$1.2M (-$565.6K)
Filed 2026-10-08
International Assets Investment Management, LLC
INCREASED
Shares32,759 from 30,781
Change+1,978 (+6%)
Value$1.2M (+$61.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares29,917 from 7,419
Change+22,498 (+303%)
Value$1.1M (+$829.4K)
Filed 2026-11-02
Revisor Wealth Management LLC
DECREASED
Shares23,971 from 24,540
Change-569 (-2%)
Value$871.1K (-$63.6K)
Filed 2026-10-20
Peck Wealth Management, LLC
DECREASED
Shares22,858 from 52,607
Change-29,749 (-57%)
Value$849.6K (-$1.2M)
Filed 2026-10-29
D.A. Davidson & Co.
DECREASED
Shares21,947 from 23,636
Change-1,689 (-7%)
Value$815.8K (-$84.5K)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
DECREASED
Shares20,924 from 21,350
Change-426 (-2%)
Value$777.7K (-$35.5K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares18,247 from 12,963
Change+5,284 (+41%)
Value$678.2K (+$184.5K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares14,140 from 14,536
Change-396 (-3%)
Value$525.6K (-$28.1K)
Filed 2026-10-20
GGM Financial LLC
INCREASED
Shares12,926 from 12,826
Change+100 (+1%)
Value$480.5K (-$8.1K)
Filed 2026-11-05
Covenant Asset Management, LLC
INCREASED
Shares12,821 from 12,810
Change+11 (+0%)
Value$476.6K (-$11.4K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares11,836 from 11,911
Change-75 (-1%)
Value$439.9K (-$13.7K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,785 from 11,772
Change+13 (+0%)
Value$438.0K (-$10.0K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares10,947 from 9,508
Change+1,439 (+15%)
Value$406.9K (+$44.7K)
Filed 2026-10-29
Lodestar Private Asset Management LLC
DECREASED
Shares8,206 from 8,845
Change-639 (-7%)
Value$305.0K (-$31.9K)
Filed 2026-10-26
Trademark Financial Management, LLC
DECREASED
Shares7,581 from 7,742
Change-161 (-2%)
Value$281.8K (-$13.1K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares7,545 from 3,012
Change+4,533 (+151%)
Value$280.4K (+$165.7K)
Filed 2026-11-05
TFB Advisors LLC
UNCHANGED
Shares6,435 from 6,435
Change0 (0%)
Value$239.2K (-$5.9K)
Filed 2026-11-02
NWF Advisory Services Inc.
UNCHANGED
Shares6,303 from 6,303
Change0 (0%)
Value$234.3K (-$5.8K)
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares3,800 from 1,900
Change+1,900 (+100%)
Value$141.2K (+$68.9K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares3,043 from 1,158
Change+1,885 (+163%)
Value$113.1K (+$69.0K)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares2,516
Change+2,516
Value$93.5K
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$63.7K (-$1.6K)
Filed 2026-10-21
Jnba Financial Advisors
DECREASED
Shares1,368 from 1,446
Change-78 (-5%)
Value$50.8K (-$4.2K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares1,012 from 1,009
Change+3 (+0%)
Value$37.6K (-$810)
Filed 2026-10-15
MTM Investment Management, LLC
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$31.0K (-$768)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$29.0K (-$718)
Filed 2026-10-16
Hoey Investments, Inc
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$23.4K (-$579)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares609
Change+609
Value$22.6K
Filed 2026-10-21
Downshift Financial, LLC
INCREASED
Shares404 from 89
Change+315 (+354%)
Value$15.0K (+$11.6K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.9K (-$367)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares15 from 12
Change+3 (+25%)
Value$572 (+$100)
Filed 2026-11-05
Ameriprise Financial Inc
N/A
Shares— from 7,601,314
Change-7,601,314 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,228,945
Change-6,228,945 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,018,254
Change-3,018,254 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,783,902
Change-2,783,902 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,643,812
Change-2,643,812 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,102,933
Change-2,102,933 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,587,883
Change-1,587,883 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 899,322
Change-899,322 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 653,490
Change-653,490 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 386,956
Change-386,956 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 382,883
Change-382,883 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 356,633
Change-356,633 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 288,042
Change-288,042 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 284,513
Change-284,513 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 260,621
Change-260,621 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 243,008
Change-243,008 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 235,629
Change-235,629 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 220,842
Change-220,842 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 197,851
Change-197,851 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 177,722
Change-177,722 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 171,934
Change-171,934 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 121,238
Change-121,238 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 90,844
Change-90,844 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 87,533
Change-87,533 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 84,606
Change-84,606 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 81,247
Change-81,247 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 80,022
Change-80,022 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 70,435
Change-70,435 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 69,316
Change-69,316 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 60,194
Change-60,194 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 58,634
Change-58,634 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 50,135
Change-50,135 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 47,098
Change-47,098 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 28,664
Change-28,664 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 28,612
Change-28,612 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 26,785
Change-26,785 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 26,267
Change-26,267 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,075
Change-15,075 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,802
Change-14,802 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,216
Change-11,216 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10,803
Change-10,803 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,627
Change-9,627 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,837
Change-7,837 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,025
Change-7,025 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,467
Change-6,467 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 5,512
Change-5,512 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 533
Change-533 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 398
Change-398 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 188
Change-188 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 39
Change-39 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
New York Life Investment Management LLC
DECREASED2,886,6063,003,229-116,623-4%$114.4M$107.3M-$7.1M2026-11-04
Go Invest LLC
INCREASED1,316,9651,184,742+132,223+11%$45.1M$49.0M+$3.8M2026-10-09
Commonwealth Equity Services, LLC
INCREASED858,475840,088+18,387+2%$32.0M$31.9M-$89.4K2026-11-02
Flynn Zito Capital Management, LLC
INCREASED572,363570,109+2,254+0%$21.7M$21.3M-$440.7K2026-11-04
Landmark Wealth Management, LLC
INCREASED571,713496,162+75,551+15%$18.9M$21.3M+$2.4M2026-11-03
Horizon Wealth Management, LLC
NEW561,891—+561,891——$20.9M—2026-11-02
Concurrent Investment Advisors, LLC
INCREASED284,821268,863+15,958+6%$10.2M$10.6M+$345.8K2026-10-16
Stackstone Wealth, LLC
NEW263,489—+263,489——$9.8M—2026-10-19
Sage Private Wealth Group, LLC
NEW227,057—+227,057——$8.4M—2026-10-21
Marino, Stram & Associates LLC
DECREASED224,186245,335-21,149-9%$9.3M$8.3M-$1.0M2026-10-22
Tsfg, LLC
DECREASED219,174221,907-2,733-1%$8.5M$8.1M-$305.0K2026-10-23
Navigation Group, LLC
INCREASED155,642131,729+23,913+18%$5.0M$5.8M+$767.6K2026-10-28
Oppenheimer & Co Inc
INCREASED153,480112,937+40,543+36%$4.3M$5.7M+$1.4M2026-10-26
Prosperity Financial Group, Inc.
INCREASED151,653150,274+1,379+1%$5.7M$5.6M-$87.0K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED87,11743,017+44,100+103%$1.6M$3.2M+$1.6M2026-10-30
Capital Investment Advisors, LLC
INCREASED81,29574,563+6,732+9%$2.8M$3.0M+$181.6K2026-10-22
Redwood Financial Network Corp
DECREASED51,19253,802-2,610-5%$2.0M$1.9M-$146.5K2026-11-03
Prospera Financial Services Inc
NEW47,412—+47,412——$1.7M—2026-11-04
Indivisible Partners
INCREASED46,52523,582+22,943+97%$898.3K$1.7M+$831.1K2026-10-26
Moneco Advisors, LLC
INCREASED41,27237,865+3,407+9%$1.4M$1.5M+$91.8K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED40,28240,501-219-1%$1.5M$1.5M-$44.1K2026-10-13
Atticus Wealth Management, LLC
INCREASED37,01628,466+8,550+30%$1.1M$1.4M+$291.6K2026-10-20
Golden State Wealth Management, LLC
UNCHANGED36,70536,70500%$1.4M$1.4M-$33.8K2026-11-02
Farther Finance Advisors, LLC
DECREASED33,34547,404-14,059-30%$1.8M$1.2M-$565.6K2026-10-08
International Assets Investment Management, LLC
INCREASED32,75930,781+1,978+6%$1.2M$1.2M+$61.3K2026-11-02
Kestra Advisory Services, LLC
INCREASED29,9177,419+22,498+303%$282.6K$1.1M+$829.4K2026-11-02
Revisor Wealth Management LLC
DECREASED23,97124,540-569-2%$934.7K$871.1K-$63.6K2026-10-20
Peck Wealth Management, LLC
DECREASED22,85852,607-29,749-57%$2.0M$849.6K-$1.2M2026-10-29
D.A. Davidson & Co.
DECREASED21,94723,636-1,689-7%$900.3K$815.8K-$84.5K2026-10-28
Hilton Head Capital Partners, LLC
DECREASED20,92421,350-426-2%$813.2K$777.7K-$35.5K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED18,24712,963+5,284+41%$493.8K$678.2K+$184.5K2026-10-13
Integrated Advisors Network LLC
DECREASED14,14014,536-396-3%$553.7K$525.6K-$28.1K2026-10-20
GGM Financial LLC
INCREASED12,92612,826+100+1%$488.5K$480.5K-$8.1K2026-11-05
Covenant Asset Management, LLC
INCREASED12,82112,810+11+0%$487.9K$476.6K-$11.4K2026-10-14
Truist Financial Corp
DECREASED11,83611,911-75-1%$453.7K$439.9K-$13.7K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED11,78511,772+13+0%$448.0K$438.0K-$10.0K2026-11-02
Signature Equity Partners, LLC
INCREASED10,9479,508+1,439+15%$362.2K$406.9K+$44.7K2026-10-29
Lodestar Private Asset Management LLC
DECREASED8,2068,845-639-7%$336.9K$305.0K-$31.9K2026-10-26
Trademark Financial Management, LLC
DECREASED7,5817,742-161-2%$294.9K$281.8K-$13.1K2026-10-23
Fifth Third Bancorp
INCREASED7,5453,012+4,533+151%$114.7K$280.4K+$165.7K2026-11-05
TFB Advisors LLC
UNCHANGED6,4356,43500%$245.1K$239.2K-$5.9K2026-11-02
NWF Advisory Services Inc.
UNCHANGED6,3036,30300%$240.1K$234.3K-$5.8K2026-10-19
Citigroup Inc
INCREASED3,8001,900+1,900+100%$72.4K$141.2K+$68.9K2026-11-04
Private Trust Co NA
INCREASED3,0431,158+1,885+163%$44.1K$113.1K+$69.0K2026-10-20
Jacobi Capital Management LLC
NEW2,516—+2,516——$93.5K—2026-11-05
Assetmark, Inc
UNCHANGED1,7131,71300%$65.2K$63.7K-$1.6K2026-10-21
Jnba Financial Advisors
DECREASED1,3681,446-78-5%$55.1K$50.8K-$4.2K2026-11-03
GHP Investment Advisors, Inc.
INCREASED1,0121,009+3+0%$38.4K$37.6K-$8102026-10-15
MTM Investment Management, LLC
UNCHANGED83583500%$31.8K$31.0K-$7682026-10-30
IFP Advisors, Inc
UNCHANGED78178100%$29.7K$29.0K-$7182026-10-16
Hoey Investments, Inc
UNCHANGED62962900%$24.0K$23.4K-$5792026-10-29
Root Financial Partners, LLC
NEW609—+609——$22.6K—2026-10-21
Downshift Financial, LLC
INCREASED40489+315+354%$3.4K$15.0K+$11.6K2026-10-13
Glass Jacobson Investment Advisors llc
UNCHANGED40040000%$15.2K$14.9K-$3672026-10-26
Rossby Financial, LCC
INCREASED1512+3+25%$472$572+$1002026-11-05
Ameriprise Financial Inc
N/A—7,601,314-7,601,314-100%$289.5M———
Morgan Stanley
N/A—6,228,945-6,228,945-100%$237.3M———
Bank of America Corp
N/A—3,018,254-3,018,254-100%$115.0M———
Raymond James Financial Inc
N/A—2,783,902-2,783,902-100%$106.0M———
LPL Financial LLC
N/A—2,643,812-2,643,812-100%$100.7M———
UBS Group AG
N/A—2,102,933-2,102,933-100%$80.1M———
Mariner, LLC
N/A—1,587,883-1,587,883-100%$60.5M———
Royal Bank of Canada
N/A—899,322-899,322-100%$34.3M———
Mason & Associates Inc
N/A—653,490-653,490-100%$24.9M———
Envestnet Asset Management Inc
N/A—386,956-386,956-100%$14.7M———
Osaic Holdings, Inc.
N/A—382,883-382,883-100%$14.6M———
Ameritas Investment Partners, Inc.
N/A—356,633-356,633-100%$13.6M———
Sanctuary Advisors, LLC
N/A—288,042-288,042-100%$11.0M———
Jane Street Group, LLC
N/A—284,513-284,513-100%$10.8M———
Rockefeller Capital Management L.P.
N/A—260,621-260,621-100%$9.9M———
Gladstone Institutional Advisory LLC
N/A—243,008-243,008-100%$9.3M———
WCG Wealth Advisors LLC
N/A—235,629-235,629-100%$9.0M———
Cerity Partners LLC
N/A—220,842-220,842-100%$8.4M———
Cetera Investment Advisers
N/A—197,851-197,851-100%$7.5M———
MML Investors Services, LLC
N/A—177,722-177,722-100%$6.8M———
Veridan Wealth LLC
N/A—171,934-171,934-100%$6.5M———
Spartan Wealth Advisory Services LLC
N/A—121,238-121,238-100%$4.6M———
Equitable Holdings, Inc.
N/A—90,844-90,844-100%$3.5M———
Private Advisor Group, LLC
N/A—87,533-87,533-100%$3.3M———
Wiser Advisor Group LLC
N/A—84,606-84,606-100%$3.2M———
Waterloo Capital, L.P.
N/A—81,247-81,247-100%$3.1M———
NorthRock Partners, LLC
N/A—80,022-80,022-100%$3.0M———
NewEdge Advisors, LLC
N/A—70,435-70,435-100%$2.7M———
Wescap Management Group, Inc.
N/A—69,316-69,316-100%$2.6M———
Oder Investment Management, LLC
N/A—60,194-60,194-100%$2.3M———
Thoroughbred Financial Services, LLC
N/A—58,634-58,634-100%$2.2M———
Intentional Wealth Strategies, LLC
N/A—50,135-50,135-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—47,098-47,098-100%$1.8M———
HighTower Advisors, LLC
N/A—28,664-28,664-100%$1.1M———
Fortis Group Advisors, LLC
N/A—28,612-28,612-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—26,785-26,785-100%$1.0M———
Old Mission Capital LLC
N/A—26,267-26,267-100%$1.0M———
MRP Capital Investments, LLC
N/A—21,000-21,000-100%$799.9K———
Stratos Wealth Partners, Ltd.
N/A—15,075-15,075-100%$574.2K———
NewEdge Wealth, LLC
N/A—14,802-14,802-100%$563.8K———
HRT Financial LP
N/A—11,216-11,216-100%$427.0K———
Nova Wealth Management, Inc.
N/A—10,803-10,803-100%$411.5K———
O'shaughnessy Asset Management, LLC
N/A—9,627-9,627-100%$366.7K———
Kovack Advisors, Inc.
N/A—7,837-7,837-100%$293.6K———
FMR LLC
N/A—7,379-7,379-100%$281.1K———
Stifel Financial Corp
N/A—7,025-7,025-100%$267.6K———
Ameritas Advisory Services, LLC
N/A—6,467-6,467-100%$246.3K———
Savvy Advisors, Inc.
N/A—6,393-6,393-100%$243.5K———
Nuveen, LLC
N/A—5,608-5,608-100%$213.6K———
Catalyst Financial Partners LLC
N/A—5,512-5,512-100%$210.0K———
EP Wealth Advisors, LLC
N/A—3,584-3,584-100%$136.5K———
GW&K Investment Management, LLC
N/A—1,340-1,340-100%$51.0K———
UBS Asset Management Americas LLC
N/A—1,118-1,118-100%$42.6K———
Quent Capital, LLC
N/A—579-579-100%$22.1K———
Arax Advisory Partners
N/A—533-533-100%$20.3K———
Wells Fargo & Company
N/A—398-398-100%$15.1K———
Smartleaf Asset Management LLC
N/A—229-229-100%$8.7K———
Modern Wealth Management, LLC
N/A—221-221-100%$8.4K———
JPMorgan Chase & Co
N/A—188-188-100%$7.1K———
Global Retirement Partners, LLC
N/A—173-173-100%$6.6K———
Strive Financial Group,LLC
N/A—106-106-100%$4.0K———
Vanguard Advisers Inc
N/A—39-39-100%$1.5K———
Logan Capital Management Inc
N/A—1-1-100%$25———
Showing 118 of 118 institutions