Invesco DOW Jones Industrial (DJD)

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

Shares520,315 from 515,213

Change+5,102 (+1%)

Value$32.7M (+$42.3K)

Filed 2026-11-06

MRA Advisory Group

DECREASED

Shares250,046 from 252,799

Change-2,753 (-1%)

Value$15.7M (-$309.5K)

Filed 2026-10-07

Absolute Capital Management, LLC

INCREASED

Shares141,900 from 119,600

Change+22,300 (+19%)

Value$8.9M (+$1.3M)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares40,980 from 40,902

Change+78 (+0%)

Value$2.6M (-$17.2K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares31,434 from 31,797

Change-363 (-1%)

Value$2.0M (-$40.0K)

Filed 2026-11-02

Venture Visionary Partners LLC

UNCHANGED

Shares31,249 from 31,249

Change0 (0%)

Value$2.0M (-$16.9K)

Filed 2026-10-07

Level Four Advisory Services, LLC

DECREASED

Shares23,408 from 25,084

Change-1,676 (-7%)

Value$1.5M (-$118.9K)

Filed 2026-11-06

Wealthcare Advisory Partners LLC

DECREASED

Shares15,104 from 15,567

Change-463 (-3%)

Value$949.0K (-$37.5K)

Filed 2026-10-21

Seek First Inc.

INCREASED

Shares12,805 from 7,947

Change+4,858 (+61%)

Value$804.5K (+$300.9K)

Filed 2026-10-27

PW Nova Financial Services LLC

DECREASED

Shares10,689 from 26,467

Change-15,778 (-60%)

Value$671.6K (-$1.0M)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares8,903 from 5,803

Change+3,100 (+53%)

Value$559.0K (+$191.0K)

Filed 2026-11-02

NTV Asset Management LLC

DECREASED

Shares8,063 from 8,313

Change-250 (-3%)

Value$506.6K (-$20.2K)

Filed 2026-10-23

City Center Advisors, LLC

NEW

Shares7,109

Change+7,109

Value$446.7K

Filed 2026-10-08

WealthPlan Investment Management, LLC

DECREASED

Shares6,629 from 8,133

Change-1,504 (-18%)

Value$416.5K (-$98.9K)

Filed 2026-10-15

Prime Capital Investment Advisors, LLC

DECREASED

Shares5,729 from 6,304

Change-575 (-9%)

Value$360.0K (-$39.5K)

Filed 2026-10-20

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares5,653 from 5,653

Change0 (0%)

Value$355.2K (-$3.1K)

Filed 2026-10-23

Merit Financial Group, LLC

INCREASED

Shares4,549 from 4,544

Change+5 (+0%)

Value$285.8K (-$2.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

NEW

Shares4,534

Change+4,534

Value$287.7K

Filed 2026-10-13

Krilogy Financial LLC

UNCHANGED

Shares4,463 from 4,463

Change0 (0%)

Value$286.7K (+$3.9K)

Filed 2026-10-13

StoneX Group Inc.

NEW

Shares4,330

Change+4,330

Value$277.1K

Filed 2026-11-03

Prospera Financial Services Inc

INCREASED

Shares4,001 from 3,992

Change+9 (+0%)

Value$271.5K (+$18.4K)

Filed 2026-11-04

Creekside Partners

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$251.3K (-$2.2K)

Filed 2026-11-04

Oppenheimer & Co Inc

DECREASED

Shares3,782 from 4,798

Change-1,016 (-21%)

Value$237.6K (-$66.4K)

Filed 2026-10-26

First Heartland Consultants, Inc.

INCREASED

Shares3,734 from 3,593

Change+141 (+4%)

Value$234.6K (+$6.9K)

Filed 2026-10-08

Spectrum Planning & Advisory Services Inc.

INCREASED

Shares3,597 from 3,374

Change+223 (+7%)

Value$226.0K (+$12.2K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares3,466 from 3,466

Change0 (0%)

Value$217.8K (-$1.9K)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares3,308 from 383

Change+2,925 (+764%)

Value$207.8K (+$183.6K)

Filed 2026-10-08

Creative Planning

DECREASED

Shares3,218 from 3,313

Change-95 (-3%)

Value$202.2K (-$7.7K)

Filed 2026-11-02

Capital Investment Advisory Services, LLC

INCREASED

Shares2,133 from 2,121

Change+12 (+1%)

Value$136.0K (+$1.5K)

Filed 2026-10-30

Pflug Koory, LLC

INCREASED

Shares1,489 from 1,487

Change+2 (+0%)

Value$93.6K (-$636)

Filed 2026-10-26

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$69.1K (-$594)

Filed 2026-10-15

Fifth Third Bancorp

NEW

Shares878

Change+878

Value$55.2K

Filed 2026-11-05

Asset Dedication, LLC

UNCHANGED

Shares791 from 791

Change0 (0%)

Value$49.7K (-$427)

Filed 2026-11-03

Simplex Trading, LLC

NEW

Shares571

Change+571

Value$35.9K

Filed 2026-11-04

SJS Investment Consulting Inc.

UNCHANGED

Shares537 from 537

Change0 (0%)

Value$33.7K (-$290)

Filed 2026-10-26

First Pacific Financial

NEW

Shares528

Change+528

Value$33.2K

Filed 2026-10-14

KFG LLC

NEW

Shares500

Change+500

Value$31.4K

Filed 2026-11-02

SYM Financial Corp

INCREASED

Shares410 from 408

Change+2 (+0%)

Value$25.8K (-$86)

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$17.0K (-$146)

Filed 2026-11-05

Jacobi Capital Management LLC

NEW

Shares177

Change+177

Value$11.1K

Filed 2026-11-05

Latitude Advisors, LLC

NEW

Shares125

Change+125

Value$7.9K

Filed 2026-10-27

Fairscale Capital, LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$8.5K (+$554)

Filed 2026-11-04

Compass Financial Management LLC

NEW

Shares113

Change+113

Value$7.1K

Filed 2026-10-30

PNC Financial Services Group, Inc.

INCREASED

Shares100 from 1

Change+99 (+9900%)

Value$6.3K (+$6.2K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$4.7K (-$41)

Filed 2026-11-04

Costello Asset Management, Inc

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$3.4K (-$11)

Filed 2026-10-30

Capital Investment Counsel, Inc

DECREASED

Shares50 from 100

Change-50 (-50%)

Value$3.1K (-$3.2K)

Filed 2026-10-20

Clearstead Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$252 (-$2)

Filed 2026-11-06

SeaCrest Wealth Management, LLC

CLOSED

Shares0 from 6,083

Change-6,083 (-100%)

Value$0 (-$385.5K)

Filed 2026-10-21

RMG Wealth Management LLC

CLOSED

Shares0 from 2,858

Change-2,858 (-100%)

Value$0 (-$161.0K)

Filed 2026-10-26

International Assets Investment Management, LLC

CLOSED

Shares0 from 625

Change-625 (-100%)

Value$0 (-$39.8K)

Filed 2026-11-02

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 614

Change-614 (-100%)

Value$0 (-$38.9K)

Filed 2026-11-06

Tradewinds Capital Management, LLC

CLOSED

Shares0 from 314

Change-314 (-100%)

Value$0 (-$19.9K)

Filed 2026-10-23

AdvisorNet Financial, Inc

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$9.5K)

Filed 2026-10-15

CIBC World Market Inc.

N/A

Shares— from 470,413

Change-470,413 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 147,756

Change-147,756 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 53,597

Change-53,597 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 50,447

Change-50,447 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 48,177

Change-48,177 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 42,800

Change-42,800 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 41,864

Change-41,864 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 41,257

Change-41,257 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 36,308

Change-36,308 (-100%)

Value—

Retirement Planning Group, LLC / NY

N/A

Shares— from 29,164

Change-29,164 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 26,390

Change-26,390 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 23,676

Change-23,676 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 21,311

Change-21,311 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 19,702

Change-19,702 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 18,468

Change-18,468 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 17,644

Change-17,644 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 15,753

Change-15,753 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14,896

Change-14,896 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 13,290

Change-13,290 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,369

Change-12,369 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 10,501

Change-10,501 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 10,407

Change-10,407 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9,880

Change-9,880 (-100%)

Value—

Three Cord True Wealth Management, LLC

N/A

Shares— from 8,442

Change-8,442 (-100%)

Value—

Storen Legacy Partners, LLC

N/A

Shares— from 8,179

Change-8,179 (-100%)

Value—

UBS Group AG

N/A

Shares— from 7,770

Change-7,770 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 7,400

Change-7,400 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 7,127

Change-7,127 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 6,207

Change-6,207 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 5,592

Change-5,592 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 5,548

Change-5,548 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,676

Change-4,676 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 4,652

Change-4,652 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 4,322

Change-4,322 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,142

Change-4,142 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,846

Change-3,846 (-100%)

Value—

Cahill Financial Advisors Inc

N/A

Shares— from 3,181

Change-3,181 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 3,139

Change-3,139 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,129

Change-2,129 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,121

Change-2,121 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,982

Change-1,982 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,522

Change-1,522 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 801

Change-801 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 662

Change-662 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 632

Change-632 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 536

Change-536 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 450

Change-450 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 435

Change-435 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 317

Change-317 (-100%)

Value—

VAN DEN Berg Management I, Inc

N/A

Shares— from 150

Change-150 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 100

Change-100 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 56

Change-56 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	520,315	515,213	+5,102	+1%	$32.6M	$32.7M	+$42.3K	2026-11-06
MRA Advisory Group	DECREASED	250,046	252,799	-2,753	-1%	$16.0M	$15.7M	-$309.5K	2026-10-07
Absolute Capital Management, LLC	INCREASED	141,900	119,600	+22,300	+19%	$7.6M	$8.9M	+$1.3M	2026-10-16
Kestra Advisory Services, LLC	INCREASED	40,980	40,902	+78	+0%	$2.6M	$2.6M	-$17.2K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	31,434	31,797	-363	-1%	$2.0M	$2.0M	-$40.0K	2026-11-02
Venture Visionary Partners LLC	UNCHANGED	31,249	31,249	0	0%	$2.0M	$2.0M	-$16.9K	2026-10-07
Level Four Advisory Services, LLC	DECREASED	23,408	25,084	-1,676	-7%	$1.6M	$1.5M	-$118.9K	2026-11-06
Wealthcare Advisory Partners LLC	DECREASED	15,104	15,567	-463	-3%	$986.5K	$949.0K	-$37.5K	2026-10-21
Seek First Inc.	INCREASED	12,805	7,947	+4,858	+61%	$503.6K	$804.5K	+$300.9K	2026-10-27
PW Nova Financial Services LLC	DECREASED	10,689	26,467	-15,778	-60%	$1.7M	$671.6K	-$1.0M	2026-10-15
Cambridge Investment Research Advisors, Inc.	INCREASED	8,903	5,803	+3,100	+53%	$368.0K	$559.0K	+$191.0K	2026-11-02
NTV Asset Management LLC	DECREASED	8,063	8,313	-250	-3%	$526.8K	$506.6K	-$20.2K	2026-10-23
City Center Advisors, LLC	NEW	7,109	—	+7,109	—	—	$446.7K	—	2026-10-08
WealthPlan Investment Management, LLC	DECREASED	6,629	8,133	-1,504	-18%	$515.4K	$416.5K	-$98.9K	2026-10-15
Prime Capital Investment Advisors, LLC	DECREASED	5,729	6,304	-575	-9%	$399.5K	$360.0K	-$39.5K	2026-10-20
Kingswood Wealth Advisors, LLC	UNCHANGED	5,653	5,653	0	0%	$358.2K	$355.2K	-$3.1K	2026-10-23
Merit Financial Group, LLC	INCREASED	4,549	4,544	+5	+0%	$287.9K	$285.8K	-$2.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	NEW	4,534	—	+4,534	—	—	$287.7K	—	2026-10-13
Krilogy Financial LLC	UNCHANGED	4,463	4,463	0	0%	$282.8K	$286.7K	+$3.9K	2026-10-13
StoneX Group Inc.	NEW	4,330	—	+4,330	—	—	$277.1K	—	2026-11-03
Prospera Financial Services Inc	INCREASED	4,001	3,992	+9	+0%	$253.1K	$271.5K	+$18.4K	2026-11-04
Creekside Partners	UNCHANGED	4,000	4,000	0	0%	$253.5K	$251.3K	-$2.2K	2026-11-04
Oppenheimer & Co Inc	DECREASED	3,782	4,798	-1,016	-21%	$304.0K	$237.6K	-$66.4K	2026-10-26
First Heartland Consultants, Inc.	INCREASED	3,734	3,593	+141	+4%	$227.7K	$234.6K	+$6.9K	2026-10-08
Spectrum Planning & Advisory Services Inc.	INCREASED	3,597	3,374	+223	+7%	$213.8K	$226.0K	+$12.2K	2026-11-05
IFP Advisors, Inc	UNCHANGED	3,466	3,466	0	0%	$219.6K	$217.8K	-$1.9K	2026-10-16
Farther Finance Advisors, LLC	INCREASED	3,308	383	+2,925	+764%	$24.3K	$207.8K	+$183.6K	2026-10-08
Creative Planning	DECREASED	3,218	3,313	-95	-3%	$209.9K	$202.2K	-$7.7K	2026-11-02
Capital Investment Advisory Services, LLC	INCREASED	2,133	2,121	+12	+1%	$134.4K	$136.0K	+$1.5K	2026-10-30
Pflug Koory, LLC	INCREASED	1,489	1,487	+2	+0%	$94.2K	$93.6K	-$636	2026-10-26
Cherry Tree Wealth Management, LLC	UNCHANGED	1,100	1,100	0	0%	$69.7K	$69.1K	-$594	2026-10-15
Fifth Third Bancorp	NEW	878	—	+878	—	—	$55.2K	—	2026-11-05
Asset Dedication, LLC	UNCHANGED	791	791	0	0%	$50.1K	$49.7K	-$427	2026-11-03
Simplex Trading, LLC	NEW	571	—	+571	—	—	$35.9K	—	2026-11-04
SJS Investment Consulting Inc.	UNCHANGED	537	537	0	0%	$34.0K	$33.7K	-$290	2026-10-26
First Pacific Financial	NEW	528	—	+528	—	—	$33.2K	—	2026-10-14
KFG LLC	NEW	500	—	+500	—	—	$31.4K	—	2026-11-02
SYM Financial Corp	INCREASED	410	408	+2	+0%	$25.9K	$25.8K	-$86	2026-10-26
US Bancorp \de\	UNCHANGED	270	270	0	0%	$17.1K	$17.0K	-$146	2026-11-05
Jacobi Capital Management LLC	NEW	177	—	+177	—	—	$11.1K	—	2026-11-05
Latitude Advisors, LLC	NEW	125	—	+125	—	—	$7.9K	—	2026-10-27
Fairscale Capital, LLC	UNCHANGED	125	125	0	0%	$7.9K	$8.5K	+$554	2026-11-04
Compass Financial Management LLC	NEW	113	—	+113	—	—	$7.1K	—	2026-10-30
PNC Financial Services Group, Inc.	INCREASED	100	1	+99	+9900%	$39	$6.3K	+$6.2K	2026-11-06
EverSource Wealth Advisors, LLC	UNCHANGED	75	75	0	0%	$4.8K	$4.7K	-$41	2026-11-04
Costello Asset Management, Inc	UNCHANGED	54	54	0	0%	$3.4K	$3.4K	-$11	2026-10-30
Capital Investment Counsel, Inc	DECREASED	50	100	-50	-50%	$6.3K	$3.1K	-$3.2K	2026-10-20
Clearstead Advisors, LLC	UNCHANGED	4	4	0	0%	$254	$252	-$2	2026-11-06
SeaCrest Wealth Management, LLC	CLOSED	0	6,083	-6,083	-100%	$385.5K	$0	-$385.5K	2026-10-21
RMG Wealth Management LLC	CLOSED	0	2,858	-2,858	-100%	$161.0K	$0	-$161.0K	2026-10-26
International Assets Investment Management, LLC	CLOSED	0	625	-625	-100%	$39.8K	$0	-$39.8K	2026-11-02
Institute for Wealth Management, Llc.	CLOSED	0	614	-614	-100%	$38.9K	$0	-$38.9K	2026-11-06
Tradewinds Capital Management, LLC	CLOSED	0	314	-314	-100%	$19.9K	$0	-$19.9K	2026-10-23
AdvisorNet Financial, Inc	CLOSED	0	150	-150	-100%	$9.5K	$0	-$9.5K	2026-10-15
CIBC World Market Inc.	N/A	—	470,413	-470,413	-100%	$29.8M	—	—	—
Bank of America Corp	N/A	—	147,756	-147,756	-100%	$9.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	53,597	-53,597	-100%	$3.4M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	50,447	-50,447	-100%	$3.2M	—	—	—
WCG Wealth Advisors LLC	N/A	—	48,177	-48,177	-100%	$3.1M	—	—	—
Cetera Investment Advisers	N/A	—	42,800	-42,800	-100%	$2.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	41,864	-41,864	-100%	$2.7M	—	—	—
Raymond James Financial Inc	N/A	—	41,257	-41,257	-100%	$2.6M	—	—	—
World Investment Advisors	N/A	—	36,308	-36,308	-100%	$2.3M	—	—	—
Retirement Planning Group, LLC / NY	N/A	—	29,164	-29,164	-100%	$1.8M	—	—	—
Keebeck Wealth Management	N/A	—	26,390	-26,390	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	23,676	-23,676	-100%	$1.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	21,311	-21,311	-100%	$1.4M	—	—	—
Private Advisor Group, LLC	N/A	—	19,702	-19,702	-100%	$1.2M	—	—	—
CreativeOne Wealth, LLC	N/A	—	18,468	-18,468	-100%	$1.2M	—	—	—
Regatta Research & Money Management	N/A	—	17,644	-17,644	-100%	$1.1M	—	—	—
Principal Securities, Inc.	N/A	—	15,753	-15,753	-100%	$998.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	14,896	-14,896	-100%	$945.9K	—	—	—
Stifel Financial Corp	N/A	—	13,290	-13,290	-100%	$842.2K	—	—	—
MML Investors Services, LLC	N/A	—	12,369	-12,369	-100%	$783.8K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	10,501	-10,501	-100%	$665.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	10,407	-10,407	-100%	$659.5K	—	—	—
Harbour Investments, Inc.	N/A	—	9,880	-9,880	-100%	$626.1K	—	—	—
Three Cord True Wealth Management, LLC	N/A	—	8,442	-8,442	-100%	$535.0K	—	—	—
Storen Legacy Partners, LLC	N/A	—	8,179	-8,179	-100%	$518.3K	—	—	—
UBS Group AG	N/A	—	7,770	-7,770	-100%	$492.4K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	7,400	-7,400	-100%	$468.9K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	7,127	-7,127	-100%	$451.7K	—	—	—
Kovack Advisors, Inc.	N/A	—	6,207	-6,207	-100%	$394.8K	—	—	—
Essex Financial Services, Inc.	N/A	—	5,592	-5,592	-100%	$354.4K	—	—	—
Focus Partners Wealth	N/A	—	5,548	-5,548	-100%	$351.6K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,676	-4,676	-100%	$296.3K	—	—	—
Mariner, LLC	N/A	—	4,652	-4,652	-100%	$294.8K	—	—	—
Regal Investment Advisors LLC	N/A	—	4,322	-4,322	-100%	$273.9K	—	—	—
FMR LLC	N/A	—	4,142	-4,142	-100%	$262.5K	—	—	—
HighTower Advisors, LLC	N/A	—	3,846	-3,846	-100%	$243.7K	—	—	—
Cahill Financial Advisors Inc	N/A	—	3,181	-3,181	-100%	$201.6K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	3,139	-3,139	-100%	$198.9K	—	—	—
Morgan Stanley	N/A	—	2,129	-2,129	-100%	$134.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,121	-2,121	-100%	$134.4K	—	—	—
Bank of Montreal	N/A	—	1,982	-1,982	-100%	$125.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,522	-1,522	-100%	$96.4K	—	—	—
Synergy Investment Management, LLC	N/A	—	1,000	-1,000	-100%	$63.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	801	-801	-100%	$50.7K	—	—	—
Bogart Wealth, LLC	N/A	—	662	-662	-100%	$42.0K	—	—	—
IFG Advisory, LLC	N/A	—	632	-632	-100%	$40.1K	—	—	—
AE Wealth Management LLC	N/A	—	536	-536	-100%	$34.0K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	450	-450	-100%	$28.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	435	-435	-100%	$27.5K	—	—	—
Vanguard Advisers Inc	N/A	—	317	-317	-100%	$20.1K	—	—	—
VAN DEN Berg Management I, Inc	N/A	—	150	-150	-100%	$9.5K	—	—	—
Wells Fargo & Company	N/A	—	100	-100	-100%	$6.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	56	-56	-100%	$3.5K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	46	-46	-100%	$2.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	40	-40	-100%	$2.5K	—	—	—

Showing 109 of 109 institutions