Invesco S&P Midcap 400 Pure (RFV)

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

Shares174,861 from 172,386

Change+2,475 (+1%)

Value$24.7M (+$91.5K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares44,416 from 45,183

Change-767 (-2%)

Value$6.3M (-$176.3K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares30,638 from 14,818

Change+15,820 (+107%)

Value$4.3M (+$2.2M)

Filed 2026-11-02

BNB Wealth Management, LLC

INCREASED

Shares13,403 from 11,867

Change+1,536 (+13%)

Value$1.9M (+$199.4K)

Filed 2026-10-28

Saxony Capital Management, LLC

INCREASED

Shares11,394 from 10,237

Change+1,157 (+11%)

Value$1.6M (+$148.3K)

Filed 2026-10-15

Kestra Advisory Services, LLC

DECREASED

Shares10,047 from 10,128

Change-81 (-1%)

Value$1.4M (-$26.7K)

Filed 2026-11-02

Merit Financial Group, LLC

DECREASED

Shares6,897 from 7,675

Change-778 (-10%)

Value$975.5K (-$121.5K)

Filed 2026-11-06

Focus Financial Network, Inc.

INCREASED

Shares6,644 from 5,516

Change+1,128 (+20%)

Value$939.7K (+$151.3K)

Filed 2026-10-14

M Holdings Securities, Inc.

NEW

Shares5,153

Change+5,153

Value$751

Filed 2026-11-03

Unified Investment Management

DECREASED

Shares4,060 from 4,068

Change-8 (0%)

Value$574.1K (-$7.4K)

Filed 2026-10-14

Creative Planning

INCREASED

Shares3,544 from 3,532

Change+12 (+0%)

Value$501.3K (-$3.5K)

Filed 2026-11-02

Strategic Blueprint, LLC

DECREASED

Shares3,514 from 4,630

Change-1,116 (-24%)

Value$496.9K (-$164.8K)

Filed 2026-10-22

Twelve Points Wealth Management LLC

DECREASED

Shares3,391 from 3,393

Change-2 (0%)

Value$501.6K (+$16.6K)

Filed 2026-11-03

CoreCap Advisors, LLC

INCREASED

Shares3,226 from 2,281

Change+945 (+41%)

Value$456.3K (+$130.2K)

Filed 2026-10-08

Integrity Alliance, Llc.

INCREASED

Shares2,940 from 2,811

Change+129 (+5%)

Value$415.9K (+$14.1K)

Filed 2026-10-29

S.A. Mason LLC

UNCHANGED

Shares2,820 from 2,820

Change0 (0%)

Value$398.8K (-$4.2K)

Filed 2026-10-13

J.W. Cole Advisors, Inc.

DECREASED

Shares2,572 from 2,904

Change-332 (-11%)

Value$363.7K (-$51.4K)

Filed 2026-11-05

Dale Q Rice Investment Management Ltd

DECREASED

Shares2,534 from 2,642

Change-108 (-4%)

Value$358.4K (-$19.3K)

Filed 2026-10-09

Independent Financial Group, LLC

DECREASED

Shares2,268 from 2,298

Change-30 (-1%)

Value$320.7K (-$7.8K)

Filed 2026-10-13

Fifth Third Securities, Inc.

DECREASED

Shares1,961 from 2,462

Change-501 (-20%)

Value$277.3K (-$74.6K)

Filed 2026-10-21

Well Done, LLC

UNCHANGED

Shares1,825 from 1,825

Change0 (0%)

Value$258.1K (-$2.7K)

Filed 2026-10-20

Greenleaf Trust

UNCHANGED

Shares1,825 from 1,825

Change0 (0%)

Value$258.1K (-$2.7K)

Filed 2026-10-29

Signature Estate & Investment Advisors LLC

INCREASED

Shares1,807 from 1,767

Change+40 (+2%)

Value$255.6K (+$3.0K)

Filed 2026-10-13

Purus Wealth Management, LLC

DECREASED

Shares1,772 from 1,813

Change-41 (-2%)

Value$250.6K (-$8.5K)

Filed 2026-10-15

Prospera Financial Services Inc

UNCHANGED

Shares1,685 from 1,685

Change0 (0%)

Value$249.2K (+$8.4K)

Filed 2026-11-04

Hubbell Strickland Wealth Management, LLC

UNCHANGED

Shares1,507 from 1,507

Change0 (0%)

Value$213.2K (-$2.3K)

Filed 2026-10-29

Meridian Wealth Management, LLC

INCREASED

Shares1,482 from 1,477

Change+5 (+0%)

Value$209.7K (-$1.5K)

Filed 2026-11-05

Carlson Financial, Inc.

DECREASED

Shares1,424 from 1,461

Change-37 (-3%)

Value$201.4K (-$7.5K)

Filed 2026-11-05

Citigroup Inc

NEW

Shares1,297

Change+1,297

Value$183.4K

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares1,104 from 1,059

Change+45 (+4%)

Value$156.1K (+$4.8K)

Filed 2026-10-16

Jnba Financial Advisors

UNCHANGED

Shares1,038 from 1,038

Change0 (0%)

Value$146.8K (-$1.6K)

Filed 2026-11-03

Golden State Wealth Management, LLC

DECREASED

Shares783 from 797

Change-14 (-2%)

Value$110.7K (-$3.2K)

Filed 2026-11-02

Buck Wealth Strategies, LLC

INCREASED

Shares688 from 280

Change+408 (+146%)

Value$97.3K (+$57.3K)

Filed 2026-10-28

Parallel Advisors, LLC

UNCHANGED

Shares572 from 572

Change0 (0%)

Value$80.9K (-$858)

Filed 2026-11-03

Creative Financial Designs Inc

UNCHANGED

Shares496 from 496

Change0 (0%)

Value$70.1K (-$744)

Filed 2026-11-04

US Bancorp \de\

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$42.4K (-$450)

Filed 2026-11-05

UMB Bank, n.a.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$28.3K (-$300)

Filed 2026-11-06

GHP Investment Advisors, Inc.

UNCHANGED

Shares116 from 116

Change0 (0%)

Value$16.4K (-$173)

Filed 2026-10-15

Main Street Group, LTD

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$11.3K (-$120)

Filed 2026-10-28

Farther Finance Advisors, LLC

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$9.9K (-$105)

Filed 2026-10-08

Archer Investment Corp

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$6.2K (-$66)

Filed 2026-11-05

Signaturefd, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$5.7K (-$37)

Filed 2026-10-23

Sunrise Financial Services, LLC

NEW

Shares10

Change+10

Value$1.4K

Filed 2026-10-21

Fifth Third Bancorp

CLOSED

Shares0 from 132

Change-132 (-100%)

Value$0 (-$18.9K)

Filed 2026-11-05

Robinswood Financial LLC

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$4.4K)

Filed 2026-10-20

Morgan Stanley

N/A

Shares— from 183,662

Change-183,662 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 77,650

Change-77,650 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 49,184

Change-49,184 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 48,964

Change-48,964 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 36,393

Change-36,393 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 27,164

Change-27,164 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 23,607

Change-23,607 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 22,031

Change-22,031 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 14,984

Change-14,984 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,933

Change-12,933 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 11,829

Change-11,829 (-100%)

Value—

Axiom Financial Strategies, LLC

N/A

Shares— from 11,742

Change-11,742 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,350

Change-11,350 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 10,781

Change-10,781 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 10,045

Change-10,045 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 8,174

Change-8,174 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,381

Change-7,381 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,243

Change-7,243 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 6,973

Change-6,973 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,944

Change-5,944 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 5,917

Change-5,917 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,202

Change-5,202 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 5,133

Change-5,133 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 5,080

Change-5,080 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 4,742

Change-4,742 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 4,467

Change-4,467 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 4,400

Change-4,400 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 4,232

Change-4,232 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 3,993

Change-3,993 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 3,856

Change-3,856 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 3,603

Change-3,603 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 3,426

Change-3,426 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 3,209

Change-3,209 (-100%)

Value—

Kelman-Lazarov, Inc.

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 2,355

Change-2,355 (-100%)

Value—

Reliant Investment Partners, LLC

N/A

Shares— from 2,209

Change-2,209 (-100%)

Value—

Stephens Inc

N/A

Shares— from 1,915

Change-1,915 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,886

Change-1,886 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,602

Change-1,602 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 932

Change-932 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 439

Change-439 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 353

Change-353 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 176

Change-176 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 163

Change-163 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 151

Change-151 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 112

Change-112 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 88

Change-88 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 80

Change-80 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 53

Change-53 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 37

Change-37 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 16

Change-16 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	INCREASED	174,861	172,386	+2,475	+1%	$24.6M	$24.7M	+$91.5K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	44,416	45,183	-767	-2%	$6.5M	$6.3M	-$176.3K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	30,638	14,818	+15,820	+107%	$2.1M	$4.3M	+$2.2M	2026-11-02
BNB Wealth Management, LLC	INCREASED	13,403	11,867	+1,536	+13%	$1.7M	$1.9M	+$199.4K	2026-10-28
Saxony Capital Management, LLC	INCREASED	11,394	10,237	+1,157	+11%	$1.5M	$1.6M	+$148.3K	2026-10-15
Kestra Advisory Services, LLC	DECREASED	10,047	10,128	-81	-1%	$1.4M	$1.4M	-$26.7K	2026-11-02
Merit Financial Group, LLC	DECREASED	6,897	7,675	-778	-10%	$1.1M	$975.5K	-$121.5K	2026-11-06
Focus Financial Network, Inc.	INCREASED	6,644	5,516	+1,128	+20%	$788.4K	$939.7K	+$151.3K	2026-10-14
M Holdings Securities, Inc.	NEW	5,153	—	+5,153	—	—	$751	—	2026-11-03
Unified Investment Management	DECREASED	4,060	4,068	-8	0%	$581.5K	$574.1K	-$7.4K	2026-10-14
Creative Planning	INCREASED	3,544	3,532	+12	+0%	$504.8K	$501.3K	-$3.5K	2026-11-02
Strategic Blueprint, LLC	DECREASED	3,514	4,630	-1,116	-24%	$661.8K	$496.9K	-$164.8K	2026-10-22
Twelve Points Wealth Management LLC	DECREASED	3,391	3,393	-2	0%	$484.9K	$501.6K	+$16.6K	2026-11-03
CoreCap Advisors, LLC	INCREASED	3,226	2,281	+945	+41%	$326.0K	$456.3K	+$130.2K	2026-10-08
Integrity Alliance, Llc.	INCREASED	2,940	2,811	+129	+5%	$401.8K	$415.9K	+$14.1K	2026-10-29
S.A. Mason LLC	UNCHANGED	2,820	2,820	0	0%	$403.1K	$398.8K	-$4.2K	2026-10-13
J.W. Cole Advisors, Inc.	DECREASED	2,572	2,904	-332	-11%	$415.1K	$363.7K	-$51.4K	2026-11-05
Dale Q Rice Investment Management Ltd	DECREASED	2,534	2,642	-108	-4%	$377.6K	$358.4K	-$19.3K	2026-10-09
Independent Financial Group, LLC	DECREASED	2,268	2,298	-30	-1%	$328.5K	$320.7K	-$7.8K	2026-10-13
Fifth Third Securities, Inc.	DECREASED	1,961	2,462	-501	-20%	$351.9K	$277.3K	-$74.6K	2026-10-21
Well Done, LLC	UNCHANGED	1,825	1,825	0	0%	$260.8K	$258.1K	-$2.7K	2026-10-20
Greenleaf Trust	UNCHANGED	1,825	1,825	0	0%	$260.8K	$258.1K	-$2.7K	2026-10-29
Signature Estate & Investment Advisors LLC	INCREASED	1,807	1,767	+40	+2%	$252.5K	$255.6K	+$3.0K	2026-10-13
Purus Wealth Management, LLC	DECREASED	1,772	1,813	-41	-2%	$259.2K	$250.6K	-$8.5K	2026-10-15
Prospera Financial Services Inc	UNCHANGED	1,685	1,685	0	0%	$240.8K	$249.2K	+$8.4K	2026-11-04
Hubbell Strickland Wealth Management, LLC	UNCHANGED	1,507	1,507	0	0%	$215.5K	$213.2K	-$2.3K	2026-10-29
Meridian Wealth Management, LLC	INCREASED	1,482	1,477	+5	+0%	$211.1K	$209.7K	-$1.5K	2026-11-05
Carlson Financial, Inc.	DECREASED	1,424	1,461	-37	-3%	$208.9K	$201.4K	-$7.5K	2026-11-05
Citigroup Inc	NEW	1,297	—	+1,297	—	—	$183.4K	—	2026-11-04
IFP Advisors, Inc	INCREASED	1,104	1,059	+45	+4%	$151.4K	$156.1K	+$4.8K	2026-10-16
Jnba Financial Advisors	UNCHANGED	1,038	1,038	0	0%	$148.4K	$146.8K	-$1.6K	2026-11-03
Golden State Wealth Management, LLC	DECREASED	783	797	-14	-2%	$113.9K	$110.7K	-$3.2K	2026-11-02
Buck Wealth Strategies, LLC	INCREASED	688	280	+408	+146%	$40.0K	$97.3K	+$57.3K	2026-10-28
Parallel Advisors, LLC	UNCHANGED	572	572	0	0%	$81.8K	$80.9K	-$858	2026-11-03
Creative Financial Designs Inc	UNCHANGED	496	496	0	0%	$70.9K	$70.1K	-$744	2026-11-04
US Bancorp \de\	UNCHANGED	300	300	0	0%	$42.9K	$42.4K	-$450	2026-11-05
UMB Bank, n.a.	UNCHANGED	200	200	0	0%	$28.6K	$28.3K	-$300	2026-11-06
GHP Investment Advisors, Inc.	UNCHANGED	116	116	0	0%	$16.5K	$16.4K	-$173	2026-10-15
Main Street Group, LTD	UNCHANGED	80	80	0	0%	$11.4K	$11.3K	-$120	2026-10-28
Farther Finance Advisors, LLC	UNCHANGED	70	70	0	0%	$10.0K	$9.9K	-$105	2026-10-08
Archer Investment Corp	UNCHANGED	44	44	0	0%	$6.3K	$6.2K	-$66	2026-11-05
Signaturefd, LLC	UNCHANGED	40	40	0	0%	$5.7K	$5.7K	-$37	2026-10-23
Sunrise Financial Services, LLC	NEW	10	—	+10	—	—	$1.4K	—	2026-10-21
Fifth Third Bancorp	CLOSED	0	132	-132	-100%	$18.9K	$0	-$18.9K	2026-11-05
Robinswood Financial LLC	CLOSED	0	31	-31	-100%	$4.4K	$0	-$4.4K	2026-10-20
Morgan Stanley	N/A	—	183,662	-183,662	-100%	$26.3M	—	—	—
Royal Bank of Canada	N/A	—	77,650	-77,650	-100%	$11.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	49,184	-49,184	-100%	$7.0M	—	—	—
Raymond James Financial Inc	N/A	—	48,964	-48,964	-100%	$7.0M	—	—	—
Cetera Investment Advisers	N/A	—	36,393	-36,393	-100%	$5.2M	—	—	—
Bank of America Corp	N/A	—	27,164	-27,164	-100%	$3.9M	—	—	—
Wells Fargo & Company	N/A	—	23,607	-23,607	-100%	$3.4M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	22,031	-22,031	-100%	$3.1M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	14,984	-14,984	-100%	$2.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	12,933	-12,933	-100%	$1.8M	—	—	—
Jones Financial Companies Lllp	N/A	—	11,829	-11,829	-100%	$1.7M	—	—	—
Axiom Financial Strategies, LLC	N/A	—	11,742	-11,742	-100%	$1.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	11,350	-11,350	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	10,781	-10,781	-100%	$1.5M	—	—	—
Advisory Services Network, LLC	N/A	—	10,045	-10,045	-100%	$1.4M	—	—	—
Ameriprise Financial Inc	N/A	—	8,174	-8,174	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	7,381	-7,381	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	7,243	-7,243	-100%	$1.0M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	6,973	-6,973	-100%	$996.7K	—	—	—
UBS Group AG	N/A	—	5,944	-5,944	-100%	$849.6K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	5,917	-5,917	-100%	$845.7K	—	—	—
Harbour Investments, Inc.	N/A	—	5,202	-5,202	-100%	$743.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	5,133	-5,133	-100%	$733.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	5,080	-5,080	-100%	$726.1K	—	—	—
Cerity Partners LLC	N/A	—	4,742	-4,742	-100%	$677.8K	—	—	—
Goldman Sachs Group Inc	N/A	—	4,467	-4,467	-100%	$638.5K	—	—	—
Two Sigma Investments, LP	N/A	—	4,400	-4,400	-100%	$628.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	4,232	-4,232	-100%	$604.9K	—	—	—
Mariner, LLC	N/A	—	3,993	-3,993	-100%	$570.8K	—	—	—
Waverly Advisors, LLC	N/A	—	3,856	-3,856	-100%	$551.1K	—	—	—
Private Advisor Group, LLC	N/A	—	3,603	-3,603	-100%	$515.0K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	3,426	-3,426	-100%	$489.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	3,209	-3,209	-100%	$458.7K	—	—	—
Kelman-Lazarov, Inc.	N/A	—	2,400	-2,400	-100%	$343.0K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	2,355	-2,355	-100%	$336.0K	—	—	—
Reliant Investment Partners, LLC	N/A	—	2,209	-2,209	-100%	$315.7K	—	—	—
Stephens Inc	N/A	—	1,915	-1,915	-100%	$273.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	1,886	-1,886	-100%	$269.5K	—	—	—
FMR LLC	N/A	—	1,602	-1,602	-100%	$228.9K	—	—	—
Bank of Montreal	N/A	—	932	-932	-100%	$133.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	439	-439	-100%	$62.7K	—	—	—
Glenmede Trust Co NA	N/A	—	353	-353	-100%	$50.5K	—	—	—
BlackRock, Inc.	N/A	—	200	-200	-100%	$28.6K	—	—	—
Bogart Wealth, LLC	N/A	—	176	-176	-100%	$25.2K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	163	-163	-100%	$23.3K	—	—	—
JPMorgan Chase & Co	N/A	—	151	-151	-100%	$21.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	112	-112	-100%	$16.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	89	-89	-100%	$12.7K	—	—	—
IFG Advisory, LLC	N/A	—	88	-88	-100%	$12.6K	—	—	—
BFC Planning, Inc.	N/A	—	80	-80	-100%	$11.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	53	-53	-100%	$7.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	37	-37	-100%	$5.3K	—	—	—
Nova Wealth Management, Inc.	N/A	—	16	-16	-100%	$2.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	7	-7	-100%	$1.0K	—	—	—
Ogorek Anthony Joseph	N/A	—	0	0	—	$0	—	—	—

Showing 100 of 100 institutions