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Invesco Fundamental High YIE (PHB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares744,601 from 736,002
Change+8,599 (+1%)
Value$13.0M (-$475.6K)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares695,406 from 692,872
Change+2,534 (+0%)
Value$12.1M (-$544.7K)
Filed 2026-10-23
LPL Financial LLC
DECREASED
Shares499,097 from 649,142
Change-150,045 (-23%)
Value$8.7M (-$3.2M)
Filed 2026-11-06
Revolve Wealth Partners, LLC
INCREASED
Shares349,871 from 320,350
Change+29,521 (+9%)
Value$6.1M (+$242.5K)
Filed 2026-10-23
Blueline Advisors LLC
DECREASED
Shares306,384 from 309,012
Change-2,628 (-1%)
Value$5.3M (-$308.5K)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares301,147 from 309,537
Change-8,390 (-3%)
Value$5.3M (-$409.4K)
Filed 2026-10-30
Colorado Capital Management, Inc.
INCREASED
Shares247,570 from 240,471
Change+7,099 (+3%)
Value$4.3K (-$80)
Filed 2026-10-15
Curry Webb Wealth Management LLC
UNCHANGED
Shares172,639 from 172,639
Change0 (0%)
Value$3.2M ($0)
Filed 2026-10-22
Vontobel Holding Ltd.
DECREASED
Shares165,809 from 169,363
Change-3,554 (-2%)
Value$2.9M (-$205.9K)
Filed 2026-10-16
Asset Allocation Strategies LLC
INCREASED
Shares121,638 from 118,382
Change+3,256 (+3%)
Value$2.1M (-$43.9K)
Filed 2026-10-20
Islay Capital Management, LLC
INCREASED
Shares113,706 from 87,277
Change+26,429 (+30%)
Value$2.0M (+$386.7K)
Filed 2026-10-20
Omega Financial Group, LLC
DECREASED
Shares97,105 from 103,009
Change-5,904 (-6%)
Value$1.7M (-$190.5K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares77,878 from 75,657
Change+2,221 (+3%)
Value$1.4M (-$25.6K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
INCREASED
Shares65,139 from 42,431
Change+22,708 (+54%)
Value$1.1M (+$360.0K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares60,348 from 3,906
Change+56,442 (+1445%)
Value$1.1M (+$981.0K)
Filed 2026-10-08
Great Waters Wealth Management
INCREASED
Shares48,358 from 47,569
Change+789 (+2%)
Value$843.4K (-$26.7K)
Filed 2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED
Shares41,205 from 41,245
Change-40 (0%)
Value$718.6K (-$35.8K)
Filed 2026-10-20
Nwam LLC
DECREASED
Shares37,256 from 40,810
Change-3,554 (-9%)
Value$649.7K (-$96.7K)
Filed 2026-11-09
Dynamic Advisor Solutions LLC
DECREASED
Shares26,715 from 27,402
Change-687 (-3%)
Value$465.9K (-$35.3K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares22,948 from 25,241
Change-2,293 (-9%)
Value$400.2K (-$61.5K)
Filed 2026-11-02
Clearstead Trust, LLC
UNCHANGED
Shares19,639 from 19,639
Change0 (0%)
Value$342.5K (-$16.7K)
Filed 2026-11-06
McAdam, LLC
DECREASED
Shares16,977 from 22,491
Change-5,514 (-25%)
Value$296.1K (-$115.3K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares16,558 from 20,264
Change-3,706 (-18%)
Value$288.8K (-$81.9K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares14,049 from 14,179
Change-130 (-1%)
Value$245.0K (-$14.3K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,022 from 13,038
Change-16 (0%)
Value$227 (-$237.8K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
UNCHANGED
Shares12,443 from 12,443
Change0 (0%)
Value$217.0K (-$11.2K)
Filed 2026-10-20
Wagner Wealth Management, LLC
DECREASED
Shares12,178 from 35,463
Change-23,285 (-66%)
Value$212.4K (-$436.2K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares12,001 from 11,381
Change+620 (+5%)
Value$209.3K (+$1.1K)
Filed 2026-10-28
Code Waechter LLC
DECREASED
Shares11,875 from 11,944
Change-69 (-1%)
Value$207.1K (-$11.4K)
Filed 2026-10-23
Sowell Financial Services LLC
DECREASED
Shares10,038 from 11,777
Change-1,739 (-15%)
Value$175.1K (-$40.3K)
Filed 2026-10-23
Friedenthal Financial
INCREASED
Shares8,919 from 8,806
Change+113 (+1%)
Value$155.5K (-$5.5K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2,610 from 3,124
Change-514 (-16%)
Value$45.5K (-$11.6K)
Filed 2026-10-23
CX Institutional
UNCHANGED
Shares2,503 from 2,503
Change0 (0%)
Value$44 (-$2)
Filed 2026-10-02
Bank of Montreal
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$27.5K (-$1.3K)
Filed 2026-11-09
Creative Financial Designs Inc
UNCHANGED
Shares1,479 from 1,479
Change0 (0%)
Value$25.8K (-$1.3K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares1,361 from 2,414
Change-1,053 (-44%)
Value$23.7K (-$20.4K)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$19.3K (-$941)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$18.0K (-$877)
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$14.9K (-$727)
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$11.8K (-$575)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares391 from 385
Change+6 (+2%)
Value$6.8K (-$227)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.2K (-$255)
Filed 2026-10-21
CFG Wealth Management Services, Inc.
NEW
Shares255
Change+255
Value$4.4K
Filed 2026-10-21
Grey Ledge Advisors, LLC
INCREASED
Shares225 from 184
Change+41 (+22%)
Value$3.9K (+$551)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$2.8K (-$135)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$2.1K (-$104)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$2.2K ($0)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares81 from 1,424
Change-1,343 (-94%)
Value$1.4K (-$24.6K)
Filed 2026-10-16
Darwin Wealth Management, LLC
DECREASED
Shares49 from 421
Change-372 (-88%)
Value$854 (-$6.8K)
Filed 2026-11-09
Strategic Advocates LLC
DECREASED
Shares21 from 31
Change-10 (-32%)
Value$366 (-$201)
Filed 2026-11-03
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$17 (-$1)
Filed 2026-11-06
Csenge Advisory Group
CLOSED
Shares0 from 62,466
Change-62,466 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
StoneX Group Inc.
CLOSED
Shares0 from 13,902
Change-13,902 (-100%)
Value$0 (-$254.3K)
Filed 2026-11-03
UMB Bank, n.a.
CLOSED
Shares0 from 846
Change-846 (-100%)
Value$0 (-$15.5K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$202)
Filed 2026-11-06
Invesco Ltd.
N/A
Shares— from 3,601,755
Change-3,601,755 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 508,854
Change-508,854 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 434,468
Change-434,468 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 306,915
Change-306,915 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 269,858
Change-269,858 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 160,215
Change-160,215 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 127,490
Change-127,490 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 102,471
Change-102,471 (-100%)
Value—
UBS Group AG
N/A
Shares— from 62,362
Change-62,362 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 47,447
Change-47,447 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 45,448
Change-45,448 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 44,731
Change-44,731 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 44,329
Change-44,329 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 42,612
Change-42,612 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 40,875
Change-40,875 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 35,972
Change-35,972 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 35,885
Change-35,885 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,205
Change-25,205 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 25,024
Change-25,024 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,854
Change-22,854 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 22,465
Change-22,465 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 21,885
Change-21,885 (-100%)
Value—
&partners
N/A
Shares— from 18,943
Change-18,943 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 18,523
Change-18,523 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 16,003
Change-16,003 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,785
Change-11,785 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,592
Change-11,592 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,537
Change-11,537 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
Commerce Bank
N/A
Shares— from 10,745
Change-10,745 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 715
Change-715 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
FMR LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 580
Change-580 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 433
Change-433 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
INCREASED744,601736,002+8,599+1%$13.5M$13.0M-$475.6K2026-11-05
Evergreen Capital Management LLC
INCREASED695,406692,872+2,534+0%$12.7M$12.1M-$544.7K2026-10-23
LPL Financial LLC
DECREASED499,097649,142-150,045-23%$11.9M$8.7M-$3.2M2026-11-06
Revolve Wealth Partners, LLC
INCREASED349,871320,350+29,521+9%$5.9M$6.1M+$242.5K2026-10-23
Blueline Advisors LLC
DECREASED306,384309,012-2,628-1%$5.7M$5.3M-$308.5K2026-10-15
Truist Financial Corp
DECREASED301,147309,537-8,390-3%$5.7M$5.3M-$409.4K2026-10-30
Colorado Capital Management, Inc.
INCREASED247,570240,471+7,099+3%$4.4K$4.3K-$802026-10-15
Curry Webb Wealth Management LLC
UNCHANGED172,639172,63900%$3.2M$3.2M$02026-10-22
Vontobel Holding Ltd.
DECREASED165,809169,363-3,554-2%$3.1M$2.9M-$205.9K2026-10-16
Asset Allocation Strategies LLC
INCREASED121,638118,382+3,256+3%$2.2M$2.1M-$43.9K2026-10-20
Islay Capital Management, LLC
INCREASED113,70687,277+26,429+30%$1.6M$2.0M+$386.7K2026-10-20
Omega Financial Group, LLC
DECREASED97,105103,009-5,904-6%$1.9M$1.7M-$190.5K2026-10-29
Lido Advisors, LLC
INCREASED77,87875,657+2,221+3%$1.4M$1.4M-$25.6K2026-11-04
Valley Wealth Managers, Inc.
INCREASED65,13942,431+22,708+54%$776.1K$1.1M+$360.0K2026-10-09
Farther Finance Advisors, LLC
INCREASED60,3483,906+56,442+1445%$71.4K$1.1M+$981.0K2026-10-08
Great Waters Wealth Management
INCREASED48,35847,569+789+2%$870.0K$843.4K-$26.7K2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED41,20541,245-400%$754.4K$718.6K-$35.8K2026-10-20
Nwam LLC
DECREASED37,25640,810-3,554-9%$746.4K$649.7K-$96.7K2026-11-09
Dynamic Advisor Solutions LLC
DECREASED26,71527,402-687-3%$501.2K$465.9K-$35.3K2026-10-13
Commonwealth Equity Services, LLC
DECREASED22,94825,241-2,293-9%$461.7K$400.2K-$61.5K2026-11-02
Clearstead Trust, LLC
UNCHANGED19,63919,63900%$359.2K$342.5K-$16.7K2026-11-06
McAdam, LLC
DECREASED16,97722,491-5,514-25%$411.4K$296.1K-$115.3K2026-10-21
Fifth Third Bancorp
DECREASED16,55820,264-3,706-18%$370.6K$288.8K-$81.9K2026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED14,04914,179-130-1%$259.3K$245.0K-$14.3K2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED13,02213,038-160%$238.0K$227-$237.8K2026-11-02
Tcfg Investment Advisors, LLC
UNCHANGED12,44312,44300%$228.2K$217.0K-$11.2K2026-10-20
Wagner Wealth Management, LLC
DECREASED12,17835,463-23,285-66%$648.6K$212.4K-$436.2K2026-10-21
TD Private Client Wealth LLC
INCREASED12,00111,381+620+5%$208.2K$209.3K+$1.1K2026-10-28
Code Waechter LLC
DECREASED11,87511,944-69-1%$218.5K$207.1K-$11.4K2026-10-23
Sowell Financial Services LLC
DECREASED10,03811,777-1,739-15%$215.4K$175.1K-$40.3K2026-10-23
Friedenthal Financial
INCREASED8,9198,806+113+1%$161.1K$155.5K-$5.5K2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED2,6103,124-514-16%$57.1K$45.5K-$11.6K2026-10-23
CX Institutional
UNCHANGED2,5032,50300%$46$44-$22026-10-02
Bank of Montreal
UNCHANGED1,5741,57400%$28.8K$27.5K-$1.3K2026-11-09
Creative Financial Designs Inc
UNCHANGED1,4791,47900%$27.1K$25.8K-$1.3K2026-11-04
Compass Financial Management LLC
DECREASED1,3612,414-1,053-44%$44.1K$23.7K-$20.4K2026-10-30
Lanark Financial, Inc.
UNCHANGED1,1071,10700%$20.2K$19.3K-$9412026-10-26
First Bancorp, Inc
UNCHANGED1,0321,03200%$18.9K$18.0K-$8772026-10-26
Golden State Wealth Management, LLC
UNCHANGED85485400%$15.6K$14.9K-$7272026-11-02
Parallel Advisors, LLC
UNCHANGED67767700%$12.4K$11.8K-$5752026-11-03
Capital Investment Advisory Services, LLC
INCREASED391385+6+2%$7.0K$6.8K-$2272026-10-30
Assetmark, Inc
UNCHANGED30030000%$5.5K$5.2K-$2552026-10-21
CFG Wealth Management Services, Inc.
NEW255—+255——$4.4K—2026-10-21
Grey Ledge Advisors, LLC
INCREASED225184+41+22%$3.4K$3.9K+$5512026-11-02
Triumph Capital Management
UNCHANGED15915900%$2.9K$2.8K-$1352026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED12312300%$2.3K$2.1K-$1042026-10-15
Allworth Financial LP
UNCHANGED12012000%$2.2K$2.2K$02026-11-06
IFP Advisors, Inc
DECREASED811,424-1,343-94%$26.0K$1.4K-$24.6K2026-10-16
Darwin Wealth Management, LLC
DECREASED49421-372-88%$7.7K$854-$6.8K2026-11-09
Strategic Advocates LLC
DECREASED2131-10-32%$567$366-$2012026-11-03
Russell Investments Group, Ltd.
UNCHANGED1100%$18$17-$12026-11-06
Csenge Advisory Group
CLOSED062,466-62,466-100%$1.1M$0-$1.1M2026-11-04
StoneX Group Inc.
CLOSED013,902-13,902-100%$254.3K$0-$254.3K2026-11-03
UMB Bank, n.a.
CLOSED0846-846-100%$15.5K$0-$15.5K2026-11-06
AdvisorNet Financial, Inc
CLOSED0629-629-100%$11.5K$0-$11.5K2026-10-15
Institute for Wealth Management, Llc.
CLOSED011-11-100%$202$0-$2022026-11-06
Invesco Ltd.
N/A—3,601,755-3,601,755-100%$65.9M———
Wells Fargo & Company
N/A—508,854-508,854-100%$9.3M———
Morgan Stanley
N/A—434,468-434,468-100%$7.9M———
Envestnet Asset Management Inc
N/A—306,915-306,915-100%$5.6M———
Bank of America Corp
N/A—269,858-269,858-100%$4.9M———
Global Retirement Partners, LLC
N/A—160,215-160,215-100%$2.9M———
Jane Street Group, LLC
N/A—127,490-127,490-100%$2.3M———
Susquehanna International Group, LLP
N/A—102,471-102,471-100%$1.9M———
UBS Group AG
N/A—62,362-62,362-100%$1.1M———
Royal Bank of Canada
N/A—47,447-47,447-100%$868.0K———
Highland Investment Advisors LLC
N/A—45,448-45,448-100%$831.2K———
Osaic Holdings, Inc.
N/A—44,731-44,731-100%$818.3K———
HighTower Advisors, LLC
N/A—44,329-44,329-100%$810.8K———
Savvy Advisors, Inc.
N/A—42,612-42,612-100%$779.4K———
Raymond James Financial Inc
N/A—40,875-40,875-100%$747.6K———
Pinnacle Financial Partners, Inc.
N/A—35,972-35,972-100%$657.9K———
Hyundai Investments Co., Ltd.
N/A—35,885-35,885-100%$656.7K———
Mariner, LLC
N/A—25,205-25,205-100%$461.0K———
Jones Financial Companies Lllp
N/A—25,024-25,024-100%$457.5K———
Cetera Investment Advisers
N/A—22,854-22,854-100%$418.0K———
Silver OAK Securities, Incorporated
N/A—22,465-22,465-100%$410.9K———
Beacon Pointe Advisors, LLC
N/A—21,885-21,885-100%$400.3K———
&partners
N/A—18,943-18,943-100%$344.9K———
Prudent Investors Network, Inc.
N/A—18,523-18,523-100%$338.8K———
Banque Cantonale Vaudoise
N/A—16,003-16,003-100%$293.0K———
OneAscent Financial Services LLC
N/A—11,785-11,785-100%$215.5K———
Kingsview Wealth Management, LLC
N/A—11,592-11,592-100%$212.0K———
Ausdal Financial Partners, Inc.
N/A—11,537-11,537-100%$211.0K———
Private Advisor Group, LLC
N/A—10,760-10,760-100%$196.8K———
Commerce Bank
N/A—10,745-10,745-100%$196.5K———
Lazard Asset Management LLC
N/A—7,800-7,800-100%$142.7K———
Arax Advisory Partners
N/A—5,038-5,038-100%$92.2K———
BFC Planning, Inc.
N/A—4,969-4,969-100%$90.9K———
JPMorgan Chase & Co
N/A—4,474-4,474-100%$81.9K———
NewEdge Advisors, LLC
N/A—4,117-4,117-100%$75.3K———
Rialto Wealth Management, LLC
N/A—3,305-3,305-100%$60.4K———
Geneos Wealth Management Inc.
N/A—2,000-2,000-100%$36.6K———
UBS Asset Management Americas LLC
N/A—1,946-1,946-100%$35.6K———
Ameritas Investment Partners, Inc.
N/A—1,674-1,674-100%$30.6K———
SOA Wealth Advisors, Llc.
N/A—1,653-1,653-100%$30.2K———
AE Wealth Management LLC
N/A—1,367-1,367-100%$25.0K———
National Bank of Canada
N/A—1,000-1,000-100%$18.3K———
Millstone Evans Group, LLC
N/A—923-923-100%$16.9K———
Tower Research Capital LLC (TRC)
N/A—715-715-100%$13.1K———
Richard W. Paul & Associates, LLC
N/A—712-712-100%$13.0K———
FMR LLC
N/A—656-656-100%$12.0K———
Franklin Resources Inc
N/A—580-580-100%$10.6K———
Front Row Advisors LLC
N/A—450-450-100%$8.2K———
Harbour Investments, Inc.
N/A—433-433-100%$7.9K———
Rockefeller Capital Management L.P.
N/A—200-200-100%$3.7K———
Steward Partners Investment Advisory, LLC
N/A—98-98-100%$1.8K———
Founders Financial Alliance, LLC
N/A—90-90-100%$1.6K———
Smartleaf Asset Management LLC
N/A—24-24-100%$439———
Transamerica Financial Advisors, LLC
N/A—00—$5———
Showing 110 of 110 institutions