JPM Diversified RET EM Equit (JPEM)

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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KWB Wealth

DECREASED

Shares143,583 from 156,463

Change-12,880 (-8%)

Value$9.1M (-$733.2K)

Filed 2026-10-16

Avantax Planning Partners, Inc.

INCREASED

Shares129,233 from 127,408

Change+1,825 (+1%)

Value$8.2M (+$182.4K)

Filed 2026-11-03

Linscomb Wealth, Inc.

DECREASED

Shares104,607 from 108,749

Change-4,142 (-4%)

Value$6.6M (-$205.1K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares63,490 from 64,100

Change-610 (-1%)

Value$4.0M (-$5.0K)

Filed 2026-11-02

Tactive Advisors, LLC

INCREASED

Shares53,077 from 27,970

Change+25,107 (+90%)

Value$3.4M (+$1.6M)

Filed 2026-10-08

Citigroup Inc

INCREASED

Shares52,400 from 50,672

Change+1,728 (+3%)

Value$3.3M (+$136.0K)

Filed 2026-11-04

RHS Financial, LLC

DECREASED

Shares34,853 from 41,397

Change-6,544 (-16%)

Value$2.2M (-$392.5K)

Filed 2026-10-13

BKM Wealth Management, LLC

INCREASED

Shares33,126 from 21,438

Change+11,688 (+55%)

Value$2.1M (+$751.2K)

Filed 2026-10-22

Birchwood Financial Partners, Inc.

INCREASED

Shares30,213 from 29,577

Change+636 (+2%)

Value$1.9M (+$55.8K)

Filed 2026-11-02

Focus Financial Network, Inc.

INCREASED

Shares28,714 from 27,875

Change+839 (+3%)

Value$1.8M (+$67.7K)

Filed 2026-10-14

Accel Wealth Management

DECREASED

Shares21,808 from 22,336

Change-528 (-2%)

Value$1.4M (-$21.7K)

Filed 2026-10-13

Bond & Devick Financial Network, Inc.

UNCHANGED

Shares14,151 from 14,151

Change0 (0%)

Value$895.8K (+$7.4K)

Filed 2026-10-23

Moneco Advisors, LLC

DECREASED

Shares13,769 from 14,096

Change-327 (-2%)

Value$871.7K (-$13.3K)

Filed 2026-11-05

Avidian Wealth Enterprises, LLC

UNCHANGED

Shares12,905 from 12,905

Change0 (0%)

Value$816.9K (+$6.8K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares11,923 from 12,564

Change-641 (-5%)

Value$755 (-$788.2K)

Filed 2026-11-02

Amplius Wealth Advisors, LLC

DECREASED

Shares11,609 from 12,038

Change-429 (-4%)

Value$734.9K (-$20.9K)

Filed 2026-10-20

Kelly Financial Group LLC

DECREASED

Shares10,962 from 11,246

Change-284 (-3%)

Value$694.0K (-$12.1K)

Filed 2026-10-16

Sigma Planning Corp

DECREASED

Shares10,511 from 10,861

Change-350 (-3%)

Value$665.4K (-$16.5K)

Filed 2026-10-23

Creative Planning

NEW

Shares9,309

Change+9,309

Value$589.3K

Filed 2026-11-02

Cedar Point Capital Partners, LLC

UNCHANGED

Shares8,947 from 8,947

Change0 (0%)

Value$566.4K (+$4.7K)

Filed 2026-10-29

Daymark Wealth Partners, LLC

DECREASED

Shares6,466 from 6,664

Change-198 (-3%)

Value$409.3K (-$9.1K)

Filed 2026-11-04

MLG Wealth Management DBA Pine Grove Financial Group

INCREASED

Shares5,984 from 5,815

Change+169 (+3%)

Value$378.8K (+$13.8K)

Filed 2026-10-13

Lodestone Wealth Management LLC

INCREASED

Shares5,708 from 5,656

Change+52 (+1%)

Value$361.4K (+$6.3K)

Filed 2026-10-14

Sovran Advisors, LLC

DECREASED

Shares4,886 from 5,658

Change-772 (-14%)

Value$301.2K (-$60.9K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,637 from 4,500

Change+137 (+3%)

Value$295.3K (+$9.0K)

Filed 2026-10-13

StoneX Group Inc.

NEW

Shares4,381

Change+4,381

Value$282.6K

Filed 2026-11-03

Precedent Wealth Partners, LLC

INCREASED

Shares3,956 from 3,710

Change+246 (+7%)

Value$250.4K (+$17.5K)

Filed 2026-10-21

Walkner Condon Financial Advisors LLC

INCREASED

Shares3,908 from 3,496

Change+412 (+12%)

Value$247.4K (+$27.9K)

Filed 2026-11-02

RVW Wealth, LLC

UNCHANGED

Shares3,779 from 3,779

Change0 (0%)

Value$239.2K (+$2.0K)

Filed 2026-10-06

MN Wealth Advisors, LLC

DECREASED

Shares3,599 from 3,892

Change-293 (-8%)

Value$227.8K (-$16.5K)

Filed 2026-10-23

Aprio Wealth Management, LLC

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$221.6K (+$1.8K)

Filed 2026-10-28

Sharkey, Howes & Javer

DECREASED

Shares3,446 from 5,002

Change-1,556 (-31%)

Value$218.1K (-$95.9K)

Filed 2026-10-22

Asset One Wealth Management LLC

DECREASED

Shares3,301 from 3,466

Change-165 (-5%)

Value$209.0K (-$11.7K)

Filed 2026-11-02

Assetmark, Inc

UNCHANGED

Shares3,130 from 3,130

Change0 (0%)

Value$198.1K (+$1.6K)

Filed 2026-10-21

3Chopt Investment Partners, LLC

DECREASED

Shares2,699 from 4,147

Change-1,448 (-35%)

Value$170.9K (-$89.5K)

Filed 2026-10-30

Harbor Asset Planning, Inc.

INCREASED

Shares2,489 from 2,463

Change+26 (+1%)

Value$157.6K (+$3.0K)

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares2,091 from 2,239

Change-148 (-7%)

Value$132.4K (-$8.2K)

Filed 2026-10-08

SYM Financial Corp

UNCHANGED

Shares1,578 from 1,578

Change0 (0%)

Value$99.9K (+$828)

Filed 2026-10-26

Richards, Merrill & Peterson, Inc.

UNCHANGED

Shares846 from 846

Change0 (0%)

Value$53.6K (+$444)

Filed 2026-10-19

First Pacific Financial

DECREASED

Shares332 from 420

Change-88 (-21%)

Value$21.0K (-$5.3K)

Filed 2026-10-14

Mainstream Capital Management LLC

NEW

Shares268

Change+268

Value$17.0K

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares255 from 254

Change+1 (+0%)

Value$16.1K (+$197)

Filed 2026-10-16

Wagner Wealth Management, LLC

DECREASED

Shares222 from 287

Change-65 (-23%)

Value$14.1K (-$3.9K)

Filed 2026-10-21

Lanark Financial, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$12.7K (+$105)

Filed 2026-10-26

Marshall & Sterling Wealth Advisors Inc.

NEW

Shares137

Change+137

Value$8.7K

Filed 2026-10-28

Larson Financial Group LLC

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.0K (+$9)

Filed 2026-11-05

Avestar Capital, LLC

CLOSED

Shares0 from 71,243

Change-71,243 (-100%)

Value$0 (-$4.5M)

Filed 2026-10-28

Richard P Slaughter Associates Inc

CLOSED

Shares0 from 4,341

Change-4,341 (-100%)

Value$0 (-$272.5K)

Filed 2026-10-13

Stonehaven Wealth & TAX Solutions, LLC

CLOSED

Shares0 from 3,246

Change-3,246 (-100%)

Value$0 (-$203.8K)

Filed 2026-10-22

International Assets Investment Management, LLC

CLOSED

Shares0 from 168

Change-168 (-100%)

Value$0 (-$10.5K)

Filed 2026-11-02

Coastline Trust Co

CLOSED

Shares0 from 68

Change-68 (-100%)

Value$0 (-$4.3K)

Filed 2026-10-01

LPL Financial LLC

N/A

Shares— from 378,373

Change-378,373 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 338,153

Change-338,153 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 233,928

Change-233,928 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 206,141

Change-206,141 (-100%)

Value—

SAM Advisors, LLC

N/A

Shares— from 201,299

Change-201,299 (-100%)

Value—

American Money Management, LLC

N/A

Shares— from 196,972

Change-196,972 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 180,905

Change-180,905 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 160,092

Change-160,092 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 143,158

Change-143,158 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 131,487

Change-131,487 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 117,327

Change-117,327 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 109,825

Change-109,825 (-100%)

Value—

UBS Group AG

N/A

Shares— from 105,317

Change-105,317 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 91,997

Change-91,997 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 87,740

Change-87,740 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 78,051

Change-78,051 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 76,590

Change-76,590 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 71,555

Change-71,555 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 70,777

Change-70,777 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 68,223

Change-68,223 (-100%)

Value—

Jacobi Capital Management LLC

N/A

Shares— from 59,240

Change-59,240 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 58,129

Change-58,129 (-100%)

Value—

Schiavi & Co LLC

N/A

Shares— from 49,032

Change-49,032 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 45,821

Change-45,821 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 41,334

Change-41,334 (-100%)

Value—

Tiemann Investment Advisors, LLC

N/A

Shares— from 36,960

Change-36,960 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 31,901

Change-31,901 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 29,590

Change-29,590 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 24,593

Change-24,593 (-100%)

Value—

&partners

N/A

Shares— from 24,474

Change-24,474 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 22,238

Change-22,238 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 20,355

Change-20,355 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 14,529

Change-14,529 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,781

Change-13,781 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 11,595

Change-11,595 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,824

Change-10,824 (-100%)

Value—

L & S Advisors Inc

N/A

Shares— from 9,870

Change-9,870 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 9,641

Change-9,641 (-100%)

Value—

Wealthedge Investment Advisors, LLC

N/A

Shares— from 8,883

Change-8,883 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 8,628

Change-8,628 (-100%)

Value—

Barnes Pettey Financial Advisors, LLC

N/A

Shares— from 8,507

Change-8,507 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 8,307

Change-8,307 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,112

Change-8,112 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 6,999

Change-6,999 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 6,781

Change-6,781 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,506

Change-6,506 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,198

Change-6,198 (-100%)

Value—

Shepherd Kaplan Krochuk, LLC

N/A

Shares— from 6,078

Change-6,078 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 4,870

Change-4,870 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 4,255

Change-4,255 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 4,093

Change-4,093 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,754

Change-1,754 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,562

Change-1,562 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,227

Change-1,227 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 968

Change-968 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 662

Change-662 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 350

Change-350 (-100%)

Value—

FMR LLC

N/A

Shares— from 335

Change-335 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 257

Change-257 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 34

Change-34 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 24

Change-24 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 10

Change-10 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
KWB Wealth	DECREASED	143,583	156,463	-12,880	-8%	$9.8M	$9.1M	-$733.2K	2026-10-16
Avantax Planning Partners, Inc.	INCREASED	129,233	127,408	+1,825	+1%	$8.0M	$8.2M	+$182.4K	2026-11-03
Linscomb Wealth, Inc.	DECREASED	104,607	108,749	-4,142	-4%	$6.8M	$6.6M	-$205.1K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	63,490	64,100	-610	-1%	$4.0M	$4.0M	-$5.0K	2026-11-02
Tactive Advisors, LLC	INCREASED	53,077	27,970	+25,107	+90%	$1.8M	$3.4M	+$1.6M	2026-10-08
Citigroup Inc	INCREASED	52,400	50,672	+1,728	+3%	$3.2M	$3.3M	+$136.0K	2026-11-04
RHS Financial, LLC	DECREASED	34,853	41,397	-6,544	-16%	$2.6M	$2.2M	-$392.5K	2026-10-13
BKM Wealth Management, LLC	INCREASED	33,126	21,438	+11,688	+55%	$1.3M	$2.1M	+$751.2K	2026-10-22
Birchwood Financial Partners, Inc.	INCREASED	30,213	29,577	+636	+2%	$1.9M	$1.9M	+$55.8K	2026-11-02
Focus Financial Network, Inc.	INCREASED	28,714	27,875	+839	+3%	$1.8M	$1.8M	+$67.7K	2026-10-14
Accel Wealth Management	DECREASED	21,808	22,336	-528	-2%	$1.4M	$1.4M	-$21.7K	2026-10-13
Bond & Devick Financial Network, Inc.	UNCHANGED	14,151	14,151	0	0%	$888.4K	$895.8K	+$7.4K	2026-10-23
Moneco Advisors, LLC	DECREASED	13,769	14,096	-327	-2%	$884.9K	$871.7K	-$13.3K	2026-11-05
Avidian Wealth Enterprises, LLC	UNCHANGED	12,905	12,905	0	0%	$810.1K	$816.9K	+$6.8K	2026-10-08
Cambridge Investment Research Advisors, Inc.	DECREASED	11,923	12,564	-641	-5%	$789.0K	$755	-$788.2K	2026-11-02
Amplius Wealth Advisors, LLC	DECREASED	11,609	12,038	-429	-4%	$755.8K	$734.9K	-$20.9K	2026-10-20
Kelly Financial Group LLC	DECREASED	10,962	11,246	-284	-3%	$706.0K	$694.0K	-$12.1K	2026-10-16
Sigma Planning Corp	DECREASED	10,511	10,861	-350	-3%	$681.8K	$665.4K	-$16.5K	2026-10-23
Creative Planning	NEW	9,309	—	+9,309	—	—	$589.3K	—	2026-11-02
Cedar Point Capital Partners, LLC	UNCHANGED	8,947	8,947	0	0%	$561.7K	$566.4K	+$4.7K	2026-10-29
Daymark Wealth Partners, LLC	DECREASED	6,466	6,664	-198	-3%	$418.4K	$409.3K	-$9.1K	2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group	INCREASED	5,984	5,815	+169	+3%	$365.1K	$378.8K	+$13.8K	2026-10-13
Lodestone Wealth Management LLC	INCREASED	5,708	5,656	+52	+1%	$355.1K	$361.4K	+$6.3K	2026-10-14
Sovran Advisors, LLC	DECREASED	4,886	5,658	-772	-14%	$362.1K	$301.2K	-$60.9K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	4,637	4,500	+137	+3%	$286.4K	$295.3K	+$9.0K	2026-10-13
StoneX Group Inc.	NEW	4,381	—	+4,381	—	—	$282.6K	—	2026-11-03
Precedent Wealth Partners, LLC	INCREASED	3,956	3,710	+246	+7%	$232.9K	$250.4K	+$17.5K	2026-10-21
Walkner Condon Financial Advisors LLC	INCREASED	3,908	3,496	+412	+12%	$219.5K	$247.4K	+$27.9K	2026-11-02
RVW Wealth, LLC	UNCHANGED	3,779	3,779	0	0%	$237.2K	$239.2K	+$2.0K	2026-10-06
MN Wealth Advisors, LLC	DECREASED	3,599	3,892	-293	-8%	$244.4K	$227.8K	-$16.5K	2026-10-23
Aprio Wealth Management, LLC	UNCHANGED	3,500	3,500	0	0%	$219.7K	$221.6K	+$1.8K	2026-10-28
Sharkey, Howes & Javer	DECREASED	3,446	5,002	-1,556	-31%	$314.0K	$218.1K	-$95.9K	2026-10-22
Asset One Wealth Management LLC	DECREASED	3,301	3,466	-165	-5%	$220.7K	$209.0K	-$11.7K	2026-11-02
Assetmark, Inc	UNCHANGED	3,130	3,130	0	0%	$196.5K	$198.1K	+$1.6K	2026-10-21
3Chopt Investment Partners, LLC	DECREASED	2,699	4,147	-1,448	-35%	$260.3K	$170.9K	-$89.5K	2026-10-30
Harbor Asset Planning, Inc.	INCREASED	2,489	2,463	+26	+1%	$154.6K	$157.6K	+$3.0K	2026-10-23
Farther Finance Advisors, LLC	DECREASED	2,091	2,239	-148	-7%	$140.6K	$132.4K	-$8.2K	2026-10-08
SYM Financial Corp	UNCHANGED	1,578	1,578	0	0%	$99.1K	$99.9K	+$828	2026-10-26
Richards, Merrill & Peterson, Inc.	UNCHANGED	846	846	0	0%	$53.1K	$53.6K	+$444	2026-10-19
First Pacific Financial	DECREASED	332	420	-88	-21%	$26.4K	$21.0K	-$5.3K	2026-10-14
Mainstream Capital Management LLC	NEW	268	—	+268	—	—	$17.0K	—	2026-10-23
IFP Advisors, Inc	INCREASED	255	254	+1	+0%	$15.9K	$16.1K	+$197	2026-10-16
Wagner Wealth Management, LLC	DECREASED	222	287	-65	-23%	$18.0K	$14.1K	-$3.9K	2026-10-21
Lanark Financial, Inc.	UNCHANGED	200	200	0	0%	$12.6K	$12.7K	+$105	2026-10-26
Marshall & Sterling Wealth Advisors Inc.	NEW	137	—	+137	—	—	$8.7K	—	2026-10-28
Larson Financial Group LLC	UNCHANGED	16	16	0	0%	$1.0K	$1.0K	+$9	2026-11-05
Avestar Capital, LLC	CLOSED	0	71,243	-71,243	-100%	$4.5M	$0	-$4.5M	2026-10-28
Richard P Slaughter Associates Inc	CLOSED	0	4,341	-4,341	-100%	$272.5K	$0	-$272.5K	2026-10-13
Stonehaven Wealth & TAX Solutions, LLC	CLOSED	0	3,246	-3,246	-100%	$203.8K	$0	-$203.8K	2026-10-22
International Assets Investment Management, LLC	CLOSED	0	168	-168	-100%	$10.5K	$0	-$10.5K	2026-11-02
Coastline Trust Co	CLOSED	0	68	-68	-100%	$4.3K	$0	-$4.3K	2026-10-01
LPL Financial LLC	N/A	—	378,373	-378,373	-100%	$23.8M	—	—	—
Bank of America Corp	N/A	—	338,153	-338,153	-100%	$21.2M	—	—	—
Morgan Stanley	N/A	—	233,928	-233,928	-100%	$14.7M	—	—	—
Cetera Investment Advisers	N/A	—	206,141	-206,141	-100%	$12.9M	—	—	—
SAM Advisors, LLC	N/A	—	201,299	-201,299	-100%	$12.6M	—	—	—
American Money Management, LLC	N/A	—	196,972	-196,972	-100%	$12.4M	—	—	—
Wells Fargo & Company	N/A	—	180,905	-180,905	-100%	$11.4M	—	—	—
Focus Partners Wealth	N/A	—	160,092	-160,092	-100%	$10.1M	—	—	—
Old Mission Capital LLC	N/A	—	143,158	-143,158	-100%	$9.0M	—	—	—
Ameriprise Financial Inc	N/A	—	131,487	-131,487	-100%	$8.3M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	117,327	-117,327	-100%	$7.4M	—	—	—
Cerity Partners LLC	N/A	—	109,825	-109,825	-100%	$6.9M	—	—	—
UBS Group AG	N/A	—	105,317	-105,317	-100%	$6.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	91,997	-91,997	-100%	$5.8M	—	—	—
Marshall Wace, LLP	N/A	—	87,740	-87,740	-100%	$5.5M	—	—	—
JPMorgan Chase & Co	N/A	—	78,051	-78,051	-100%	$4.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	76,590	-76,590	-100%	$4.8M	—	—	—
Summit Financial, LLC	N/A	—	71,555	-71,555	-100%	$4.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	70,777	-70,777	-100%	$4.4M	—	—	—
Berger Financial Group, Inc	N/A	—	68,223	-68,223	-100%	$4.3M	—	—	—
Jacobi Capital Management LLC	N/A	—	59,240	-59,240	-100%	$3.7M	—	—	—
Raymond James Financial Inc	N/A	—	58,129	-58,129	-100%	$3.6M	—	—	—
Schiavi & Co LLC	N/A	—	49,032	-49,032	-100%	$3.1M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	45,821	-45,821	-100%	$2.9M	—	—	—
Citadel Advisors LLC	N/A	—	41,334	-41,334	-100%	$2.6M	—	—	—
Tiemann Investment Advisors, LLC	N/A	—	36,960	-36,960	-100%	$2.3M	—	—	—
Flow Traders U.S. LLC	N/A	—	31,901	-31,901	-100%	$2.0M	—	—	—
Royal Bank of Canada	N/A	—	29,590	-29,590	-100%	$1.9M	—	—	—
Virtu Financial LLC	N/A	—	24,593	-24,593	-100%	$1.5M	—	—	—
&partners	N/A	—	24,474	-24,474	-100%	$1.5M	—	—	—
Natixis Advisors, LLC	N/A	—	22,238	-22,238	-100%	$1.4M	—	—	—
Jane Street Group, LLC	N/A	—	20,355	-20,355	-100%	$1.3M	—	—	—
Argent Trust Co	N/A	—	14,529	-14,529	-100%	$912.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	13,781	-13,781	-100%	$865.2K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	11,595	-11,595	-100%	$727.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,824	-10,824	-100%	$679.5K	—	—	—
L & S Advisors Inc	N/A	—	9,870	-9,870	-100%	$619.6K	—	—	—
5T Wealth, LLC	N/A	—	9,641	-9,641	-100%	$605.3K	—	—	—
Wealthedge Investment Advisors, LLC	N/A	—	8,883	-8,883	-100%	$557.7K	—	—	—
Merit Financial Group, LLC	N/A	—	8,628	-8,628	-100%	$541.7K	—	—	—
Barnes Pettey Financial Advisors, LLC	N/A	—	8,507	-8,507	-100%	$534.1K	—	—	—
Captrust Financial Advisors	N/A	—	8,307	-8,307	-100%	$521.5K	—	—	—
Private Advisor Group, LLC	N/A	—	8,112	-8,112	-100%	$509.2K	—	—	—
Equitable Holdings, Inc.	N/A	—	6,999	-6,999	-100%	$439.4K	—	—	—
Allworth Financial LP	N/A	—	6,781	-6,781	-100%	$425.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,506	-6,506	-100%	$408.4K	—	—	—
MML Investors Services, LLC	N/A	—	6,198	-6,198	-100%	$389.1K	—	—	—
Shepherd Kaplan Krochuk, LLC	N/A	—	6,078	-6,078	-100%	$381.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	4,870	-4,870	-100%	$305.7K	—	—	—
LOM Asset Management Ltd	N/A	—	4,255	-4,255	-100%	$267.1K	—	—	—
Huntington National Bank	N/A	—	4,093	-4,093	-100%	$257.0K	—	—	—
BlackRock, Inc.	N/A	—	1,754	-1,754	-100%	$110.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,562	-1,562	-100%	$98.1K	—	—	—
Continuum Advisory, LLC	N/A	—	1,227	-1,227	-100%	$77.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	968	-968	-100%	$60.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	662	-662	-100%	$41.5K	—	—	—
Ancora Advisors LLCA	N/A	—	350	-350	-100%	$22.0K	—	—	—
FMR LLC	N/A	—	335	-335	-100%	$21.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	257	-257	-100%	$16.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	108	-108	-100%	$6.8K	—	—	—
Russell Investments Group, Ltd.	N/A	—	34	-34	-100%	$2.1K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	24	-24	-100%	$1.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	14	-14	-100%	$879	—	—	—
Vanguard Advisers Inc	N/A	—	10	-10	-100%	$628	—	—	—
AE Wealth Management LLC	N/A	—	4	-4	-100%	$251	—	—	—
Financial Gravity Companies, Inc.	N/A	—	2	-2	-100%	$126	—	—	—

Showing 117 of 117 institutions