Invesco Dorsey Wright Indus (PRN)

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

DECREASED

Shares90,333 from 122,117

Change-31,784 (-26%)

Value$17.9M (-$14.0M)

Filed 2026-11-06

Paller Financial Services Inc

INCREASED

Shares19,455 from 18,943

Change+512 (+3%)

Value$3.8M (-$1.1M)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

NEW

Shares14,862

Change+14,862

Value$2.9M

Filed 2026-10-16

StoneX Group Inc.

INCREASED

Shares13,767 from 12,628

Change+1,139 (+9%)

Value$2.7M (-$564.7K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares12,196 from 11,844

Change+352 (+3%)

Value$2.4M (-$675.0K)

Filed 2026-11-02

Stonebridge Financial Planning Group, LLC

DECREASED

Shares7,174 from 7,324

Change-150 (-2%)

Value$1.4M (-$490.1K)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares7,044 from 7,231

Change-187 (-3%)

Value$1.4M (-$491.6K)

Filed 2026-10-08

Genesee Capital Advisors, LLC

UNCHANGED

Shares6,233 from 6,233

Change0 (0%)

Value$1.2M (-$391.9K)

Filed 2026-10-20

Kestra Advisory Services, LLC

INCREASED

Shares6,094 from 5,922

Change+172 (+3%)

Value$1.2M (-$338.3K)

Filed 2026-11-02

AlphaCore Capital LLC

DECREASED

Shares5,858 from 6,863

Change-1,005 (-15%)

Value$1.2M (-$630.3K)

Filed 2026-11-04

J.W. Cole Advisors, Inc.

DECREASED

Shares5,036 from 5,288

Change-252 (-5%)

Value$996.3K (-$382.3K)

Filed 2026-11-05

Noble Family Wealth, LLC

UNCHANGED

Shares4,594 from 4,594

Change0 (0%)

Value$908.9K (-$288.8K)

Filed 2026-10-26

Fagan Associates, Inc.

INCREASED

Shares4,008 from 3,696

Change+312 (+8%)

Value$792.9K (-$170.6K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares3,771 from 3,956

Change-185 (-5%)

Value$746.1K (-$285.4K)

Filed 2026-11-02

Schmidt P J Investment Management Inc

INCREASED

Shares3,718 from 3,544

Change+174 (+5%)

Value$735.5K (-$188.4K)

Filed 2026-11-02

Trueblood Wealth Management, LLC

INCREASED

Shares3,380 from 3,341

Change+39 (+1%)

Value$668.8K (-$202.4K)

Filed 2026-10-23

Sowell Financial Services LLC

UNCHANGED

Shares3,160 from 3,160

Change0 (0%)

Value$625.2K (-$198.7K)

Filed 2026-10-23

Larson Financial Group LLC

INCREASED

Shares2,970 from 2,644

Change+326 (+12%)

Value$587.6K (-$101.7K)

Filed 2026-11-05

Signal Advisors Wealth, LLC

NEW

Shares2,736

Change+2,736

Value$541.3K

Filed 2026-10-13

Founders Financial Securities LLC

DECREASED

Shares2,505 from 2,526

Change-21 (-1%)

Value$495.6K (-$163.0K)

Filed 2026-10-28

Spire Wealth Management

INCREASED

Shares1,886 from 1,289

Change+597 (+46%)

Value$373.2K (+$37.0K)

Filed 2026-10-30

Sound Income Strategies, LLC

DECREASED

Shares1,850 from 1,981

Change-131 (-7%)

Value$364.4K (-$152.1K)

Filed 2026-10-09

WealthBridge Capital Management, LLC

DECREASED

Shares1,760 from 1,780

Change-20 (-1%)

Value$348.1K (-$115.8K)

Filed 2026-10-16

Leelyn Smith, LLC

DECREASED

Shares1,745 from 1,990

Change-245 (-12%)

Value$345.2K (-$173.6K)

Filed 2026-11-03

Uptick Partners, LLC

UNCHANGED

Shares1,729 from 1,729

Change0 (0%)

Value$342.1K (-$108.7K)

Filed 2026-11-04

MTM Investment Management, LLC

UNCHANGED

Shares1,601 from 1,601

Change0 (0%)

Value$316.7K (-$100.7K)

Filed 2026-10-30

Dynamic Advisor Solutions LLC

INCREASED

Shares1,177 from 957

Change+220 (+23%)

Value$232.9K (-$16.6K)

Filed 2026-10-13

Jnba Financial Advisors

UNCHANGED

Shares1,123 from 1,123

Change0 (0%)

Value$222.1K (-$70.6K)

Filed 2026-11-03

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares1,016 from 1,016

Change0 (0%)

Value$200.9K (-$63.9K)

Filed 2026-10-23

PKS Advisory Services, LLC

UNCHANGED

Shares818 from 818

Change0 (0%)

Value$213.4K ($0)

Filed 2026-10-26

Private Trust Co NA

INCREASED

Shares359 from 300

Change+59 (+20%)

Value$71.0K (-$7.2K)

Filed 2026-10-20

Rossby Financial, LCC

UNCHANGED

Shares242 from 242

Change0 (0%)

Value$47.9K (-$15.2K)

Filed 2026-11-05

Mather Group, Llc.

UNCHANGED

Shares164 from 164

Change0 (0%)

Value$32.4K (-$10.3K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$19.8K (-$6.3K)

Filed 2026-11-06

Simplex Trading, LLC

NEW

Shares99

Change+99

Value$19.6K

Filed 2026-11-04

Chung Wu Investment Group, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$5.9K (-$1.9K)

Filed 2026-11-03

Investors Research Corp

INCREASED

Shares18 from 9

Change+9 (+100%)

Value$3.6K (+$1.2K)

Filed 2026-10-07

Team Financial Group, LLC

NEW

Shares10

Change+10

Value$2.0K

Filed 2026-10-30

Financial Management Professionals, Inc.

CLOSED

Shares0 from 10,682

Change-10,682 (-100%)

Value$0 (-$2.8M)

Filed 2026-10-23

Independent Financial Group, LLC

CLOSED

Shares0 from 7,946

Change-7,946 (-100%)

Value$0 (-$2.1M)

Filed 2026-10-13

Plan Group Financial, LLC

CLOSED

Shares0 from 2,600

Change-2,600 (-100%)

Value$0 (-$677.8K)

Filed 2026-10-22

Fortune Financial Group, Inc.

CLOSED

Shares0 from 1,018

Change-1,018 (-100%)

Value$0 (-$265.4K)

Filed 2026-10-22

Laurel OAK Wealth Management, LLC

CLOSED

Shares0 from 878

Change-878 (-100%)

Value$0 (-$228.9K)

Filed 2026-10-19

Merit Financial Group, LLC

CLOSED

Shares0 from 835

Change-835 (-100%)

Value$0 (-$217.7K)

Filed 2026-11-06

Parallel Advisors, LLC

CLOSED

Shares0 from 570

Change-570 (-100%)

Value$0 (-$148.6K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 185

Change-185 (-100%)

Value$0 (-$46.3K)

Filed 2026-11-02

Belvedere Trading LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$26.1K)

Filed 2026-11-05

AdvisorNet Financial, Inc

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$10.4K)

Filed 2026-10-15

Wells Fargo & Company

N/A

Shares— from 103,153

Change-103,153 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 86,735

Change-86,735 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 81,861

Change-81,861 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 71,876

Change-71,876 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 63,963

Change-63,963 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 34,406

Change-34,406 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 30,731

Change-30,731 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 28,983

Change-28,983 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 26,724

Change-26,724 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 22,995

Change-22,995 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 16,486

Change-16,486 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,016

Change-15,016 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 13,872

Change-13,872 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 13,739

Change-13,739 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,321

Change-12,321 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 10,637

Change-10,637 (-100%)

Value—

American Trust

N/A

Shares— from 9,408

Change-9,408 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 9,100

Change-9,100 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,205

Change-8,205 (-100%)

Value—

UBS Group AG

N/A

Shares— from 6,093

Change-6,093 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 6,029

Change-6,029 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 5,872

Change-5,872 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,568

Change-4,568 (-100%)

Value—

&partners

N/A

Shares— from 3,723

Change-3,723 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 3,441

Change-3,441 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 3,225

Change-3,225 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 3,217

Change-3,217 (-100%)

Value—

Carr Financial Group Corp

N/A

Shares— from 2,841

Change-2,841 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 2,740

Change-2,740 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,650

Change-2,650 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 2,432

Change-2,432 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 2,376

Change-2,376 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 2,232

Change-2,232 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 1,952

Change-1,952 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 1,745

Change-1,745 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,666

Change-1,666 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,334

Change-1,334 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,150

Change-1,150 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 1,069

Change-1,069 (-100%)

Value—

Sun Financial Inc

N/A

Shares— from 1,052

Change-1,052 (-100%)

Value—

Vertex Planning Partners, LLC

N/A

Shares— from 1,037

Change-1,037 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 944

Change-944 (-100%)

Value—

FMR LLC

N/A

Shares— from 893

Change-893 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 880

Change-880 (-100%)

Value—

Stephens Inc

N/A

Shares— from 820

Change-820 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 800

Change-800 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 746

Change-746 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 559

Change-559 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 507

Change-507 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 491

Change-491 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 436

Change-436 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

New Republic Capital, LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 144

Change-144 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 133

Change-133 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 67

Change-67 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 66

Change-66 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 42

Change-42 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 36

Change-36 (-100%)

Value—

Blair William & Co

N/A

Shares— from 22

Change-22 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 15

Change-15 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	DECREASED	90,333	122,117	-31,784	-26%	$31.8M	$17.9M	-$14.0M	2026-11-06
Paller Financial Services Inc	INCREASED	19,455	18,943	+512	+3%	$4.9M	$3.8M	-$1.1M	2026-10-13
Concurrent Investment Advisors, LLC	NEW	14,862	—	+14,862	—	—	$2.9M	—	2026-10-16
StoneX Group Inc.	INCREASED	13,767	12,628	+1,139	+9%	$3.3M	$2.7M	-$564.7K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	12,196	11,844	+352	+3%	$3.1M	$2.4M	-$675.0K	2026-11-02
Stonebridge Financial Planning Group, LLC	DECREASED	7,174	7,324	-150	-2%	$1.9M	$1.4M	-$490.1K	2026-11-06
Farther Finance Advisors, LLC	DECREASED	7,044	7,231	-187	-3%	$1.9M	$1.4M	-$491.6K	2026-10-08
Genesee Capital Advisors, LLC	UNCHANGED	6,233	6,233	0	0%	$1.6M	$1.2M	-$391.9K	2026-10-20
Kestra Advisory Services, LLC	INCREASED	6,094	5,922	+172	+3%	$1.5M	$1.2M	-$338.3K	2026-11-02
AlphaCore Capital LLC	DECREASED	5,858	6,863	-1,005	-15%	$1.8M	$1.2M	-$630.3K	2026-11-04
J.W. Cole Advisors, Inc.	DECREASED	5,036	5,288	-252	-5%	$1.4M	$996.3K	-$382.3K	2026-11-05
Noble Family Wealth, LLC	UNCHANGED	4,594	4,594	0	0%	$1.2M	$908.9K	-$288.8K	2026-10-26
Fagan Associates, Inc.	INCREASED	4,008	3,696	+312	+8%	$963.6K	$792.9K	-$170.6K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	3,771	3,956	-185	-5%	$1.0M	$746.1K	-$285.4K	2026-11-02
Schmidt P J Investment Management Inc	INCREASED	3,718	3,544	+174	+5%	$923.9K	$735.5K	-$188.4K	2026-11-02
Trueblood Wealth Management, LLC	INCREASED	3,380	3,341	+39	+1%	$871.1K	$668.8K	-$202.4K	2026-10-23
Sowell Financial Services LLC	UNCHANGED	3,160	3,160	0	0%	$823.8K	$625.2K	-$198.7K	2026-10-23
Larson Financial Group LLC	INCREASED	2,970	2,644	+326	+12%	$689.3K	$587.6K	-$101.7K	2026-11-05
Signal Advisors Wealth, LLC	NEW	2,736	—	+2,736	—	—	$541.3K	—	2026-10-13
Founders Financial Securities LLC	DECREASED	2,505	2,526	-21	-1%	$658.6K	$495.6K	-$163.0K	2026-10-28
Spire Wealth Management	INCREASED	1,886	1,289	+597	+46%	$336.2K	$373.2K	+$37.0K	2026-10-30
Sound Income Strategies, LLC	DECREASED	1,850	1,981	-131	-7%	$516.5K	$364.4K	-$152.1K	2026-10-09
WealthBridge Capital Management, LLC	DECREASED	1,760	1,780	-20	-1%	$464.0K	$348.1K	-$115.8K	2026-10-16
Leelyn Smith, LLC	DECREASED	1,745	1,990	-245	-12%	$518.8K	$345.2K	-$173.6K	2026-11-03
Uptick Partners, LLC	UNCHANGED	1,729	1,729	0	0%	$450.8K	$342.1K	-$108.7K	2026-11-04
MTM Investment Management, LLC	UNCHANGED	1,601	1,601	0	0%	$417.4K	$316.7K	-$100.7K	2026-10-30
Dynamic Advisor Solutions LLC	INCREASED	1,177	957	+220	+23%	$249.5K	$232.9K	-$16.6K	2026-10-13
Jnba Financial Advisors	UNCHANGED	1,123	1,123	0	0%	$292.7K	$222.1K	-$70.6K	2026-11-03
Kingswood Wealth Advisors, LLC	UNCHANGED	1,016	1,016	0	0%	$264.8K	$200.9K	-$63.9K	2026-10-23
PKS Advisory Services, LLC	UNCHANGED	818	818	0	0%	$213.4K	$213.4K	$0	2026-10-26
Private Trust Co NA	INCREASED	359	300	+59	+20%	$78.2K	$71.0K	-$7.2K	2026-10-20
Rossby Financial, LCC	UNCHANGED	242	242	0	0%	$63.1K	$47.9K	-$15.2K	2026-11-05
Mather Group, Llc.	UNCHANGED	164	164	0	0%	$42.8K	$32.4K	-$10.3K	2026-10-14
PNC Financial Services Group, Inc.	UNCHANGED	100	100	0	0%	$26.1K	$19.8K	-$6.3K	2026-11-06
Simplex Trading, LLC	NEW	99	—	+99	—	—	$19.6K	—	2026-11-04
Chung Wu Investment Group, LLC	UNCHANGED	30	30	0	0%	$7.8K	$5.9K	-$1.9K	2026-11-03
Investors Research Corp	INCREASED	18	9	+9	+100%	$2.3K	$3.6K	+$1.2K	2026-10-07
Team Financial Group, LLC	NEW	10	—	+10	—	—	$2.0K	—	2026-10-30
Financial Management Professionals, Inc.	CLOSED	0	10,682	-10,682	-100%	$2.8M	$0	-$2.8M	2026-10-23
Independent Financial Group, LLC	CLOSED	0	7,946	-7,946	-100%	$2.1M	$0	-$2.1M	2026-10-13
Plan Group Financial, LLC	CLOSED	0	2,600	-2,600	-100%	$677.8K	$0	-$677.8K	2026-10-22
Fortune Financial Group, Inc.	CLOSED	0	1,018	-1,018	-100%	$265.4K	$0	-$265.4K	2026-10-22
Laurel OAK Wealth Management, LLC	CLOSED	0	878	-878	-100%	$228.9K	$0	-$228.9K	2026-10-19
Merit Financial Group, LLC	CLOSED	0	835	-835	-100%	$217.7K	$0	-$217.7K	2026-11-06
Parallel Advisors, LLC	CLOSED	0	570	-570	-100%	$148.6K	$0	-$148.6K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	185	-185	-100%	$46.3K	$0	-$46.3K	2026-11-02
Belvedere Trading LLC	CLOSED	0	100	-100	-100%	$26.1K	$0	-$26.1K	2026-11-05
AdvisorNet Financial, Inc	CLOSED	0	40	-40	-100%	$10.4K	$0	-$10.4K	2026-10-15
Wells Fargo & Company	N/A	—	103,153	-103,153	-100%	$26.9M	—	—	—
Morgan Stanley	N/A	—	86,735	-86,735	-100%	$22.6M	—	—	—
Ameriprise Financial Inc	N/A	—	81,861	-81,861	-100%	$21.3M	—	—	—
Raymond James Financial Inc	N/A	—	71,876	-71,876	-100%	$18.7M	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	63,963	-63,963	-100%	$16.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	34,406	-34,406	-100%	$9.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	30,731	-30,731	-100%	$8.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	28,983	-28,983	-100%	$7.6M	—	—	—
Bank of America Corp	N/A	—	26,724	-26,724	-100%	$7.0M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	22,995	-22,995	-100%	$6.0M	—	—	—
HighTower Advisors, LLC	N/A	—	16,486	-16,486	-100%	$4.3M	—	—	—
Cetera Investment Advisers	N/A	—	15,016	-15,016	-100%	$3.9M	—	—	—
MML Investors Services, LLC	N/A	—	13,872	-13,872	-100%	$3.6M	—	—	—
Principal Securities, Inc.	N/A	—	13,739	-13,739	-100%	$3.6M	—	—	—
Royal Bank of Canada	N/A	—	12,321	-12,321	-100%	$3.2M	—	—	—
Private Advisor Group, LLC	N/A	—	10,637	-10,637	-100%	$2.8M	—	—	—
American Trust	N/A	—	9,408	-9,408	-100%	$2.5M	—	—	—
Two Sigma Investments, LP	N/A	—	9,100	-9,100	-100%	$2.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	8,205	-8,205	-100%	$2.0M	—	—	—
UBS Group AG	N/A	—	6,093	-6,093	-100%	$1.6M	—	—	—
Belpointe Asset Management LLC	N/A	—	6,029	-6,029	-100%	$1.6M	—	—	—
GWN Securities Inc.	N/A	—	5,872	-5,872	-100%	$1.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	4,568	-4,568	-100%	$1.2M	—	—	—
&partners	N/A	—	3,723	-3,723	-100%	$947.9K	—	—	—
CIBC World Market Inc.	N/A	—	3,441	-3,441	-100%	$897.1K	—	—	—
Quadrature Capital Ltd	N/A	—	3,225	-3,225	-100%	$840.8K	—	—	—
Advisory Services Network, LLC	N/A	—	3,217	-3,217	-100%	$838.7K	—	—	—
Carr Financial Group Corp	N/A	—	2,841	-2,841	-100%	$740.6K	—	—	—
Nova Wealth Management, Inc.	N/A	—	2,740	-2,740	-100%	$714.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,650	-2,650	-100%	$691.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	2,432	-2,432	-100%	$634.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	2,376	-2,376	-100%	$619.5K	—	—	—
Stifel Financial Corp	N/A	—	2,232	-2,232	-100%	$581.9K	—	—	—
Western Wealth Management, LLC	N/A	—	1,952	-1,952	-100%	$508.9K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	1,745	-1,745	-100%	$454.9K	—	—	—
Citadel Advisors LLC	N/A	—	1,666	-1,666	-100%	$434.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,334	-1,334	-100%	$347.8K	—	—	—
JPMorgan Chase & Co	N/A	—	1,150	-1,150	-100%	$293.8K	—	—	—
Captrust Financial Advisors	N/A	—	1,069	-1,069	-100%	$278.7K	—	—	—
Sun Financial Inc	N/A	—	1,052	-1,052	-100%	$229.5K	—	—	—
Vertex Planning Partners, LLC	N/A	—	1,037	-1,037	-100%	$270.5K	—	—	—
Mariner, LLC	N/A	—	944	-944	-100%	$246.1K	—	—	—
FMR LLC	N/A	—	893	-893	-100%	$232.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	880	-880	-100%	$229.4K	—	—	—
Stephens Inc	N/A	—	820	-820	-100%	$213.8K	—	—	—
Glenmede Trust Co NA	N/A	—	800	-800	-100%	$208.6K	—	—	—
Bellevue Asset Management, LLC	N/A	—	746	-746	-100%	$194.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	559	-559	-100%	$145.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	507	-507	-100%	$132.2K	—	—	—
Sankala Group LLC	N/A	—	491	-491	-100%	$107.6K	—	—	—
Arax Advisory Partners	N/A	—	436	-436	-100%	$113.7K	—	—	—
Truvestments Capital LLC	N/A	—	200	-200	-100%	$52.1K	—	—	—
IFG Advisory, LLC	N/A	—	175	-175	-100%	$45.6K	—	—	—
New Republic Capital, LLC	N/A	—	175	-175	-100%	$45.6K	—	—	—
Providence Capital Advisors, LLC	N/A	—	144	-144	-100%	$37.5K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	133	-133	-100%	$34.7K	—	—	—
Continuum Advisory, LLC	N/A	—	67	-67	-100%	$17.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	66	-66	-100%	$17.2K	—	—	—
Harbour Investments, Inc.	N/A	—	50	-50	-100%	$13.0K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	42	-42	-100%	$10.9K	—	—	—
BFC Planning, Inc.	N/A	—	36	-36	-100%	$9.4K	—	—	—
Blair William & Co	N/A	—	22	-22	-100%	$5.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	15	-15	-100%	$3.9K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$261	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 113 of 113 institutions