Invesco Global Listed Privat (PSP)

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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Endowment Wealth Management, Inc.

INCREASED

Shares237,385 from 232,282

Change+5,103 (+2%)

Value$13.4M (+$424.3K)

Filed 2026-11-03

Aletheian Wealth Advisors LLC

INCREASED

Shares152,432 from 146,352

Change+6,080 (+4%)

Value$8.6M (+$428.6K)

Filed 2026-10-08

LPL Financial LLC

DECREASED

Shares103,230 from 129,608

Change-26,378 (-20%)

Value$5.8M (-$1.4M)

Filed 2026-11-06

First Interstate Bank

DECREASED

Shares99,961 from 104,099

Change-4,138 (-4%)

Value$5.6M (-$171.5K)

Filed 2026-10-23

Axxcess Wealth Management, LLC

DECREASED

Shares83,223 from 104,906

Change-21,683 (-21%)

Value$4.7M (-$1.2M)

Filed 2026-10-21

Crestwood Advisors Group, LLC

UNCHANGED

Shares70,000 from 70,000

Change0 (0%)

Value$3.9M (+$41.3K)

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares35,393 from 33,916

Change+1,477 (+4%)

Value$2.0M (+$103.4K)

Filed 2026-10-08

LFA - Lugano Financial Advisors SA

DECREASED

Shares14,818 from 15,304

Change-486 (-3%)

Value$834.1K (+$22.8K)

Filed 2026-11-03

Cordoba Advisory Partners LLC

INCREASED

Shares14,543 from 10,542

Change+4,001 (+38%)

Value$818.6K (+$231.4K)

Filed 2026-10-19

Ashton Thomas Securities, LLC

INCREASED

Shares10,744 from 10,739

Change+5 (+0%)

Value$604.8K (+$6.6K)

Filed 2026-10-26

NTV Asset Management LLC

DECREASED

Shares10,695 from 15,270

Change-4,575 (-30%)

Value$602.0K (-$248.5K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares7,808 from 8,700

Change-892 (-10%)

Value$440.0K (-$45.0K)

Filed 2026-11-02

Sidoxia Capital Management, LLC

INCREASED

Shares7,242 from 6,926

Change+316 (+5%)

Value$407.7K (+$21.9K)

Filed 2026-10-28

Larson Financial Group LLC

INCREASED

Shares6,701 from 5,328

Change+1,373 (+26%)

Value$377.2K (+$80.4K)

Filed 2026-11-05

Brighton Jones LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$337.7K (+$3.5K)

Filed 2026-11-03

Joseph P. Lucia & Associates, LLC

UNCHANGED

Shares5,771 from 5,771

Change0 (0%)

Value$324.9K (+$3.4K)

Filed 2026-10-30

Legacy Capital Wealth Partners, LLC

DECREASED

Shares5,761 from 5,813

Change-52 (-1%)

Value$324.3K (+$474)

Filed 2026-10-21

Triumph Capital Management

INCREASED

Shares5,758 from 5,085

Change+673 (+13%)

Value$324.1K (+$40.9K)

Filed 2026-10-14

Vontobel Holding Ltd.

NEW

Shares5,090

Change+5,090

Value$286.5K

Filed 2026-10-16

Marino, Stram & Associates LLC

DECREASED

Shares4,659 from 4,837

Change-178 (-4%)

Value$262.3K (-$7.2K)

Filed 2026-10-22

Dynamic Advisor Solutions LLC

INCREASED

Shares4,169 from 4,132

Change+37 (+1%)

Value$234.7K (+$4.5K)

Filed 2026-10-13

Ashton Thomas Private Wealth, LLC

DECREASED

Shares3,415 from 3,695

Change-280 (-8%)

Value$192.2K (-$13.6K)

Filed 2026-11-03

Beacon Capital Management, Inc.

INCREASED

Shares1,739 from 1,737

Change+2 (+0%)

Value$97.9K (+$1.1K)

Filed 2026-10-13

Private Trust Co NA

INCREASED

Shares1,668 from 1,529

Change+139 (+9%)

Value$93.9K (+$8.7K)

Filed 2026-10-20

Adkins Seale Capital Management LLC

UNCHANGED

Shares593 from 593

Change0 (0%)

Value$33.4K (+$350)

Filed 2026-10-27

Manchester Capital Management LLC

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$25.5K (+$419)

Filed 2026-10-22

McCarley & Cook Financial Planners

NEW

Shares398

Change+398

Value$22.4K

Filed 2026-10-21

IFP Advisors, Inc

UNCHANGED

Shares354 from 354

Change0 (0%)

Value$19.9K (+$209)

Filed 2026-10-16

Compass Financial Management LLC

DECREASED

Shares268 from 312

Change-44 (-14%)

Value$15.1K (-$2.3K)

Filed 2026-10-30

Jacobi Capital Management LLC

NEW

Shares257

Change+257

Value$14.5K

Filed 2026-11-05

Heritage Family Offices, LLP

NEW

Shares121

Change+121

Value$6.8K

Filed 2026-11-02

US Bancorp \de\

NEW

Shares115

Change+115

Value$6.5K

Filed 2026-11-05

Rossby Financial, LCC

NEW

Shares100

Change+100

Value$5.6K

Filed 2026-11-05

Costello Asset Management, Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.6K (+$59)

Filed 2026-10-30

Parallel Advisors, LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$2.5K (+$27)

Filed 2026-11-03

Winch Advisory Services, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$2.3K (+$24)

Filed 2026-11-06

Elevated Capital Advisors, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.4K (+$14)

Filed 2026-11-04

Brown, Lisle Ings, Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$675 (+$7)

Filed 2026-10-16

Davis Capital Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$136 (+$1)

Filed 2026-10-08

Compound Planning, Inc.

CLOSED

Shares0 from 6,948

Change-6,948 (-100%)

Value$0 (-$387.0K)

Filed 2026-11-05

Founders Financial Securities LLC

CLOSED

Shares0 from 3,756

Change-3,756 (-100%)

Value$0 (-$209.2K)

Filed 2026-10-28

Nottingham Advisors, Inc.

CLOSED

Shares0 from 3,533

Change-3,533 (-100%)

Value$0 (-$203.2K)

Filed 2026-10-29

Provident Wealth Management, LLC

CLOSED

Shares0 from 2,749

Change-2,749 (-100%)

Value$0 (-$153.1K)

Filed 2026-10-20

Fifth Third Bancorp

CLOSED

Shares0 from 410

Change-410 (-100%)

Value$0 (-$22.8K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 406

Change-406 (-100%)

Value$0 (-$23.5K)

Filed 2026-10-16

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 317

Change-317 (-100%)

Value$0 (-$17.7K)

Filed 2026-11-06

Concord Wealth Partners

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$5.6K)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$2.8K)

Filed 2026-11-04

Morgan Stanley

N/A

Shares— from 349,507

Change-349,507 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 305,543

Change-305,543 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 152,514

Change-152,514 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 57,852

Change-57,852 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 54,216

Change-54,216 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 53,018

Change-53,018 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 49,188

Change-49,188 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 36,544

Change-36,544 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 31,832

Change-31,832 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 29,130

Change-29,130 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 27,416

Change-27,416 (-100%)

Value—

UBS Group AG

N/A

Shares— from 27,335

Change-27,335 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 22,299

Change-22,299 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 21,062

Change-21,062 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 20,341

Change-20,341 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 17,466

Change-17,466 (-100%)

Value—

O'rourke & Company, Inc

N/A

Shares— from 16,467

Change-16,467 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 16,356

Change-16,356 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 14,649

Change-14,649 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 13,370

Change-13,370 (-100%)

Value—

Hyundai Investments Co., Ltd.

N/A

Shares— from 10,112

Change-10,112 (-100%)

Value—

Betterment LLC

N/A

Shares— from 9,668

Change-9,668 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 7,558

Change-7,558 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 6,158

Change-6,158 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,680

Change-5,680 (-100%)

Value—

Fort Point Capital Partners LLC

N/A

Shares— from 5,338

Change-5,338 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,241

Change-5,241 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 4,955

Change-4,955 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 4,886

Change-4,886 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 4,870

Change-4,870 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,692

Change-4,692 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 4,608

Change-4,608 (-100%)

Value—

&partners

N/A

Shares— from 4,476

Change-4,476 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 4,313

Change-4,313 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,130

Change-4,130 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 3,630

Change-3,630 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 3,593

Change-3,593 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,327

Change-2,327 (-100%)

Value—

Three Bearings Fiduciary Advisors, Inc.

N/A

Shares— from 1,551

Change-1,551 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 770

Change-770 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 748

Change-748 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 220

Change-220 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 220

Change-220 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 176

Change-176 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 155

Change-155 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 90

Change-90 (-100%)

Value—

FMR LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 77

Change-77 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 57

Change-57 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 57

Change-57 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 28

Change-28 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 26

Change-26 (-100%)

Value—

	Status
Endowment Wealth Management, Inc.	INCREASED	237,385	232,282	+5,103	+2%	$12.9M	$13.4M	+$424.3K	2026-11-03
Aletheian Wealth Advisors LLC	INCREASED	152,432	146,352	+6,080	+4%	$8.2M	$8.6M	+$428.6K	2026-10-08
LPL Financial LLC	DECREASED	103,230	129,608	-26,378	-20%	$7.2M	$5.8M	-$1.4M	2026-11-06
First Interstate Bank	DECREASED	99,961	104,099	-4,138	-4%	$5.8M	$5.6M	-$171.5K	2026-10-23
Axxcess Wealth Management, LLC	DECREASED	83,223	104,906	-21,683	-21%	$5.8M	$4.7M	-$1.2M	2026-10-21
Crestwood Advisors Group, LLC	UNCHANGED	70,000	70,000	0	0%	$3.9M	$3.9M	+$41.3K	2026-10-27
Farther Finance Advisors, LLC	INCREASED	35,393	33,916	+1,477	+4%	$1.9M	$2.0M	+$103.4K	2026-10-08
LFA - Lugano Financial Advisors SA	DECREASED	14,818	15,304	-486	-3%	$811.3K	$834.1K	+$22.8K	2026-11-03
Cordoba Advisory Partners LLC	INCREASED	14,543	10,542	+4,001	+38%	$587.2K	$818.6K	+$231.4K	2026-10-19
Ashton Thomas Securities, LLC	INCREASED	10,744	10,739	+5	+0%	$598.2K	$604.8K	+$6.6K	2026-10-26
NTV Asset Management LLC	DECREASED	10,695	15,270	-4,575	-30%	$850.5K	$602.0K	-$248.5K	2026-10-23
Cambridge Investment Research Advisors, Inc.	DECREASED	7,808	8,700	-892	-10%	$485.0K	$440.0K	-$45.0K	2026-11-02
Sidoxia Capital Management, LLC	INCREASED	7,242	6,926	+316	+5%	$385.8K	$407.7K	+$21.9K	2026-10-28
Larson Financial Group LLC	INCREASED	6,701	5,328	+1,373	+26%	$296.8K	$377.2K	+$80.4K	2026-11-05
Brighton Jones LLC	UNCHANGED	6,000	6,000	0	0%	$334.2K	$337.7K	+$3.5K	2026-11-03
Joseph P. Lucia & Associates, LLC	UNCHANGED	5,771	5,771	0	0%	$321.4K	$324.9K	+$3.4K	2026-10-30
Legacy Capital Wealth Partners, LLC	DECREASED	5,761	5,813	-52	-1%	$323.8K	$324.3K	+$474	2026-10-21
Triumph Capital Management	INCREASED	5,758	5,085	+673	+13%	$283.2K	$324.1K	+$40.9K	2026-10-14
Vontobel Holding Ltd.	NEW	5,090	—	+5,090	—	—	$286.5K	—	2026-10-16
Marino, Stram & Associates LLC	DECREASED	4,659	4,837	-178	-4%	$269.4K	$262.3K	-$7.2K	2026-10-22
Dynamic Advisor Solutions LLC	INCREASED	4,169	4,132	+37	+1%	$230.1K	$234.7K	+$4.5K	2026-10-13
Ashton Thomas Private Wealth, LLC	DECREASED	3,415	3,695	-280	-8%	$205.8K	$192.2K	-$13.6K	2026-11-03
Beacon Capital Management, Inc.	INCREASED	1,739	1,737	+2	+0%	$96.8K	$97.9K	+$1.1K	2026-10-13
Private Trust Co NA	INCREASED	1,668	1,529	+139	+9%	$85.2K	$93.9K	+$8.7K	2026-10-20
Adkins Seale Capital Management LLC	UNCHANGED	593	593	0	0%	$33.0K	$33.4K	+$350	2026-10-27
Manchester Capital Management LLC	UNCHANGED	450	450	0	0%	$25.1K	$25.5K	+$419	2026-10-22
McCarley & Cook Financial Planners	NEW	398	—	+398	—	—	$22.4K	—	2026-10-21
IFP Advisors, Inc	UNCHANGED	354	354	0	0%	$19.7K	$19.9K	+$209	2026-10-16
Compass Financial Management LLC	DECREASED	268	312	-44	-14%	$17.4K	$15.1K	-$2.3K	2026-10-30
Jacobi Capital Management LLC	NEW	257	—	+257	—	—	$14.5K	—	2026-11-05
Heritage Family Offices, LLP	NEW	121	—	+121	—	—	$6.8K	—	2026-11-02
US Bancorp \de\	NEW	115	—	+115	—	—	$6.5K	—	2026-11-05
Rossby Financial, LCC	NEW	100	—	+100	—	—	$5.6K	—	2026-11-05
Costello Asset Management, Inc	UNCHANGED	100	100	0	0%	$5.6K	$5.6K	+$59	2026-10-30
Parallel Advisors, LLC	UNCHANGED	45	45	0	0%	$2.5K	$2.5K	+$27	2026-11-03
Winch Advisory Services, LLC	UNCHANGED	40	40	0	0%	$2.2K	$2.3K	+$24	2026-11-06
Elevated Capital Advisors, LLC	UNCHANGED	25	25	0	0%	$1.4K	$1.4K	+$14	2026-11-04
Brown, Lisle Ings, Inc.	UNCHANGED	12	12	0	0%	$668	$675	+$7	2026-10-16
Davis Capital Management	UNCHANGED	2	2	0	0%	$135	$136	+$1	2026-10-08
Compound Planning, Inc.	CLOSED	0	6,948	-6,948	-100%	$387.0K	$0	-$387.0K	2026-11-05
Founders Financial Securities LLC	CLOSED	0	3,756	-3,756	-100%	$209.2K	$0	-$209.2K	2026-10-28
Nottingham Advisors, Inc.	CLOSED	0	3,533	-3,533	-100%	$203.2K	$0	-$203.2K	2026-10-29
Provident Wealth Management, LLC	CLOSED	0	2,749	-2,749	-100%	$153.1K	$0	-$153.1K	2026-10-20
Fifth Third Bancorp	CLOSED	0	410	-410	-100%	$22.8K	$0	-$22.8K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	406	-406	-100%	$23.5K	$0	-$23.5K	2026-10-16
Institute for Wealth Management, Llc.	CLOSED	0	317	-317	-100%	$17.7K	$0	-$17.7K	2026-11-06
Concord Wealth Partners	CLOSED	0	100	-100	-100%	$5.6K	$0	-$5.6K	2026-11-02
EverSource Wealth Advisors, LLC	CLOSED	0	51	-51	-100%	$2.8K	$0	-$2.8K	2026-11-04
Morgan Stanley	N/A	—	349,507	-349,507	-100%	$19.5M	—	—	—
Bank of America Corp	N/A	—	305,543	-305,543	-100%	$17.0M	—	—	—
Wells Fargo & Company	N/A	—	152,514	-152,514	-100%	$8.5M	—	—	—
Jane Street Group, LLC	N/A	—	57,852	-57,852	-100%	$3.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	54,216	-54,216	-100%	$3.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	53,018	-53,018	-100%	$3.0M	—	—	—
Citadel Advisors LLC	N/A	—	49,188	-49,188	-100%	$2.7M	—	—	—
Raymond James Financial Inc	N/A	—	36,544	-36,544	-100%	$2.0M	—	—	—
Flow Traders U.S. LLC	N/A	—	31,832	-31,832	-100%	$1.8M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	29,130	-29,130	-100%	$1.6M	—	—	—
Global Retirement Partners, LLC	N/A	—	27,416	-27,416	-100%	$1.5M	—	—	—
UBS Group AG	N/A	—	27,335	-27,335	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	22,299	-22,299	-100%	$1.2M	—	—	—
Nuveen, LLC	N/A	—	21,062	-21,062	-100%	$1.2M	—	—	—
Darwin Wealth Management, LLC	N/A	—	20,341	-20,341	-100%	$1.1M	—	—	—
Arax Advisory Partners	N/A	—	17,466	-17,466	-100%	$972.8K	—	—	—
O'rourke & Company, Inc	N/A	—	16,467	-16,467	-100%	$917.2K	—	—	—
Royal Bank of Canada	N/A	—	16,356	-16,356	-100%	$911.0K	—	—	—
National Bank of Canada	N/A	—	14,649	-14,649	-100%	$815.1K	—	—	—
MML Investors Services, LLC	N/A	—	13,370	-13,370	-100%	$744.7K	—	—	—
Hyundai Investments Co., Ltd.	N/A	—	10,112	-10,112	-100%	$556.3K	—	—	—
Betterment LLC	N/A	—	9,668	-9,668	-100%	$539.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	7,558	-7,558	-100%	$421.0K	—	—	—
Advyzon Investment Management, LLC	N/A	—	6,158	-6,158	-100%	$343.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	5,680	-5,680	-100%	$316.4K	—	—	—
Fort Point Capital Partners LLC	N/A	—	5,338	-5,338	-100%	$297.3K	—	—	—
Private Advisor Group, LLC	N/A	—	5,241	-5,241	-100%	$291.9K	—	—	—
HighPoint Advisor Group LLC	N/A	—	4,955	-4,955	-100%	$276.0K	—	—	—
HRT Financial LP	N/A	—	4,886	-4,886	-100%	$272.0K	—	—	—
MAI Capital Management	N/A	—	4,870	-4,870	-100%	$271.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	4,692	-4,692	-100%	$261.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	4,608	-4,608	-100%	$256.7K	—	—	—
&partners	N/A	—	4,476	-4,476	-100%	$249.3K	—	—	—
CIBC World Market Inc.	N/A	—	4,313	-4,313	-100%	$240.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,130	-4,130	-100%	$230.1K	—	—	—
Cetera Investment Advisers	N/A	—	3,630	-3,630	-100%	$202.2K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	3,593	-3,593	-100%	$200.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,327	-2,327	-100%	$129.5K	—	—	—
Three Bearings Fiduciary Advisors, Inc.	N/A	—	1,551	-1,551	-100%	$86.4K	—	—	—
Rothschild Investment LLC	N/A	—	800	-800	-100%	$44.6K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	800	-800	-100%	$44.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	770	-770	-100%	$42.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	748	-748	-100%	$41.7K	—	—	—
BFC Planning, Inc.	N/A	—	220	-220	-100%	$12.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	220	-220	-100%	$12.3K	—	—	—
Founders Financial Alliance, LLC	N/A	—	176	-176	-100%	$9.8K	—	—	—
Bank of Montreal	N/A	—	155	-155	-100%	$8.6K	—	—	—
Allied Private Wealth LLC	N/A	—	100	-100	-100%	$5.7K	—	—	—
Caitlin John, LLC	N/A	—	90	-90	-100%	$5.0K	—	—	—
FMR LLC	N/A	—	84	-84	-100%	$4.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	77	-77	-100%	$4.3K	—	—	—
JPMorgan Chase & Co	N/A	—	57	-57	-100%	$3.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	57	-57	-100%	$3.2K	—	—	—
Harbour Investments, Inc.	N/A	—	28	-28	-100%	$1.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	26	-26	-100%	$1.4K	—	—	—

Showing 103 of 103 institutions