JPM Diver RET US MC Equity (JPME)

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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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares135,605 from 124,896

Change+10,709 (+9%)

Value$16.1K (-$15.5M)

Filed 2026-11-02

Manske Wealth Management

INCREASED

Shares74,046 from 63,388

Change+10,658 (+17%)

Value$8.8M (+$933.4K)

Filed 2026-10-26

RVW Wealth, LLC

DECREASED

Shares63,356 from 63,776

Change-420 (-1%)

Value$7.5M (-$386.4K)

Filed 2026-10-06

1900 Wealth Management LLC

INCREASED

Shares46,318 from 46,317

Change+1 (0%)

Value$5.5M (-$244.2K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares19,790 from 19,903

Change-113 (-1%)

Value$2.4M (-$118.4K)

Filed 2026-11-02

Dynamic Advisor Solutions LLC

INCREASED

Shares19,478 from 18,507

Change+971 (+5%)

Value$2.3M (+$17.9K)

Filed 2026-10-13

Stonehaven Wealth & TAX Solutions, LLC

DECREASED

Shares17,576 from 23,200

Change-5,624 (-24%)

Value$2.1M (-$791.3K)

Filed 2026-10-22

Trilogy Capital Inc.

DECREASED

Shares16,906 from 17,932

Change-1,026 (-6%)

Value$2.0M (-$216.6K)

Filed 2026-10-20

Cassilly Financial Group LLC

INCREASED

Shares16,878 from 16,053

Change+825 (+5%)

Value$2.0M (+$13.5K)

Filed 2026-10-07

KWB Wealth

DECREASED

Shares15,935 from 20,296

Change-4,361 (-21%)

Value$1.9M (-$625.7K)

Filed 2026-10-16

Appleton Partners Inc

DECREASED

Shares14,480 from 20,152

Change-5,672 (-28%)

Value$1.7K (-$2.5M)

Filed 2026-10-30

Apella Capital, LLC

DECREASED

Shares10,837 from 11,330

Change-493 (-4%)

Value$1.3M (-$107.8K)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares10,253 from 10,162

Change+91 (+1%)

Value$1.2M (-$42.7K)

Filed 2026-11-02

Goldstein Advisors, LLC

DECREASED

Shares10,048 from 10,068

Change-20 (0%)

Value$1.2M (-$55.5K)

Filed 2026-10-15

FSM Wealth Advisors, LLC

DECREASED

Shares10,041 from 10,064

Change-23 (0%)

Value$1.2M (-$35.9K)

Filed 2026-10-27

Archford Capital Strategies, LLC

DECREASED

Shares9,172 from 10,693

Change-1,521 (-14%)

Value$1.1M (-$237.3K)

Filed 2026-10-19

Richard P Slaughter Associates Inc

DECREASED

Shares8,592 from 8,810

Change-218 (-2%)

Value$1.0M (-$72.4K)

Filed 2026-10-13

Choreo, LLC

UNCHANGED

Shares7,736 from 7,736

Change0 (0%)

Value$920.1K (-$40.8K)

Filed 2026-10-28

Gallacher Capital Management LLC

DECREASED

Shares7,426 from 8,708

Change-1,282 (-15%)

Value$883.2K (-$198.4K)

Filed 2026-10-30

Landmark Wealth Management, Inc.

INCREASED

Shares6,518 from 6,517

Change+1 (+0%)

Value$775.2K (-$34.4K)

Filed 2026-11-04

Bluedoor Private Wealth, LLC

INCREASED

Shares5,790 from 5,787

Change+3 (+0%)

Value$688.7K (-$30.1K)

Filed 2026-11-05

Cosner Financial Group, LLC

DECREASED

Shares5,735 from 5,807

Change-72 (-1%)

Value$682.2K (-$38.4K)

Filed 2026-11-03

Cpwa, LLC

INCREASED

Shares5,153 from 4,976

Change+177 (+4%)

Value$625.4K (+$7.3K)

Filed 2026-11-04

Nottingham Advisors, Inc.

UNCHANGED

Shares4,896 from 4,896

Change0 (0%)

Value$585.3K (-$23.5K)

Filed 2026-10-29

Fifth Third Securities, Inc.

DECREASED

Shares4,029 from 4,087

Change-58 (-1%)

Value$479.2K (-$28.5K)

Filed 2026-10-21

Adamsbrown Wealth Consultants LLC

DECREASED

Shares3,484 from 3,536

Change-52 (-1%)

Value$414.3K (-$24.9K)

Filed 2026-10-20

Kestra Private Wealth Services, LLC

INCREASED

Shares3,387 from 3,372

Change+15 (+0%)

Value$402.8K (-$16.0K)

Filed 2026-10-30

Luts & Greenleigh Group, Inc.

INCREASED

Shares2,717 from 2,593

Change+124 (+5%)

Value$323.2K (+$1.1K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares2,432 from 2,424

Change+8 (+0%)

Value$289.2K (-$11.9K)

Filed 2026-11-04

Layline Advisors, LLC

INCREASED

Shares2,393 from 2,154

Change+239 (+11%)

Value$284.6K (+$17.0K)

Filed 2026-11-02

Curry Webb Wealth Management LLC

UNCHANGED

Shares1,994 from 1,994

Change0 (0%)

Value$247.7K ($0)

Filed 2026-10-22

PFG Advisors

DECREASED

Shares1,780 from 1,870

Change-90 (-5%)

Value$211.7K (-$20.6K)

Filed 2026-10-16

Private Trust Co NA

DECREASED

Shares1,554 from 1,663

Change-109 (-7%)

Value$184.8K (-$21.7K)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares1,035 from 1,035

Change0 (0%)

Value$123.1K (-$5.5K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares954 from 643

Change+311 (+48%)

Value$113.5K (+$33.6K)

Filed 2026-10-08

Albion Financial Group

UNCHANGED

Shares936 from 936

Change0 (0%)

Value$111.3K (-$4.9K)

Filed 2026-10-21

Assetmark, Inc

INCREASED

Shares392 from 3

Change+389 (+12967%)

Value$46.6K (+$46.3K)

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares327 from 325

Change+2 (+1%)

Value$38.9K (-$1.5K)

Filed 2026-10-16

Fifth Third Bancorp

DECREASED

Shares262 from 286

Change-24 (-8%)

Value$31.2K (-$4.4K)

Filed 2026-11-05

Asset Dedication, LLC

UNCHANGED

Shares234 from 234

Change0 (0%)

Value$27.8K (-$1.2K)

Filed 2026-11-03

Pflug Koory, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$23.8K (-$1.1K)

Filed 2026-10-26

Team Financial Group, LLC

NEW

Shares116

Change+116

Value$13.8K

Filed 2026-10-30

Golden State Wealth Management, LLC

UNCHANGED

Shares82 from 82

Change0 (0%)

Value$9.8K (-$433)

Filed 2026-11-02

Capital Investment Advisory Services, LLC

UNCHANGED

Shares82 from 82

Change0 (0%)

Value$9.8K (-$432)

Filed 2026-10-30

IMG Wealth Management, Inc.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$2.5K (-$111)

Filed 2026-10-27

Parallel Advisors, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$2.1K (-$91)

Filed 2026-11-03

UMB Private Wealth Management, LLC

NEW

Shares1

Change+1

Value$119

Filed 2026-10-19

MLG Wealth Management DBA Pine Grove Financial Group

CLOSED

Shares0 from 1,945

Change-1,945 (-100%)

Value$0 (-$241.6K)

Filed 2026-10-13

StoneX Group Inc.

CLOSED

Shares0 from 1,625

Change-1,625 (-100%)

Value$0 (-$201.6K)

Filed 2026-11-03

MCF Advisors LLC

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-28

True Wealth Design, LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-13

Morgan Stanley

N/A

Shares— from 471,309

Change-471,309 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 356,443

Change-356,443 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 261,929

Change-261,929 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 159,646

Change-159,646 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 87,670

Change-87,670 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 75,738

Change-75,738 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 74,404

Change-74,404 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 55,464

Change-55,464 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 42,466

Change-42,466 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 35,326

Change-35,326 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 32,481

Change-32,481 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 32,288

Change-32,288 (-100%)

Value—

Vantus Wealth LLC

N/A

Shares— from 20,319

Change-20,319 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 20,052

Change-20,052 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 17,241

Change-17,241 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 15,560

Change-15,560 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 14,785

Change-14,785 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 14,521

Change-14,521 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 14,301

Change-14,301 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10,423

Change-10,423 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 9,150

Change-9,150 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,474

Change-7,474 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 7,123

Change-7,123 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,793

Change-6,793 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,510

Change-6,510 (-100%)

Value—

Compass Capital Management, Inc

N/A

Shares— from 5,320

Change-5,320 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 5,114

Change-5,114 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 4,829

Change-4,829 (-100%)

Value—

LWM Advisory Services, LLC

N/A

Shares— from 4,726

Change-4,726 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,373

Change-4,373 (-100%)

Value—

Traub Capital Management LLC

N/A

Shares— from 4,372

Change-4,372 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 4,347

Change-4,347 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,311

Change-4,311 (-100%)

Value—

Entelevest, LLC

N/A

Shares— from 3,970

Change-3,970 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 3,946

Change-3,946 (-100%)

Value—

McLaughlin Asset Management, Inc.

N/A

Shares— from 3,895

Change-3,895 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 3,233

Change-3,233 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 2,928

Change-2,928 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 2,187

Change-2,187 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,802

Change-1,802 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,576

Change-1,576 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 923

Change-923 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 915

Change-915 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 905

Change-905 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 571

Change-571 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 143

Change-143 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 129

Change-129 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 107

Change-107 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 89

Change-89 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 50

Change-50 (-100%)

Value—

UBS Group AG

N/A

Shares— from 50

Change-50 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 43

Change-43 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 34

Change-34 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	135,605	124,896	+10,709	+9%	$15.5M	$16.1K	-$15.5M	2026-11-02
Manske Wealth Management	INCREASED	74,046	63,388	+10,658	+17%	$7.9M	$8.8M	+$933.4K	2026-10-26
RVW Wealth, LLC	DECREASED	63,356	63,776	-420	-1%	$7.9M	$7.5M	-$386.4K	2026-10-06
1900 Wealth Management LLC	INCREASED	46,318	46,317	+1	0%	$5.8M	$5.5M	-$244.2K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	19,790	19,903	-113	-1%	$2.5M	$2.4M	-$118.4K	2026-11-02
Dynamic Advisor Solutions LLC	INCREASED	19,478	18,507	+971	+5%	$2.3M	$2.3M	+$17.9K	2026-10-13
Stonehaven Wealth & TAX Solutions, LLC	DECREASED	17,576	23,200	-5,624	-24%	$2.9M	$2.1M	-$791.3K	2026-10-22
Trilogy Capital Inc.	DECREASED	16,906	17,932	-1,026	-6%	$2.2M	$2.0M	-$216.6K	2026-10-20
Cassilly Financial Group LLC	INCREASED	16,878	16,053	+825	+5%	$2.0M	$2.0M	+$13.5K	2026-10-07
KWB Wealth	DECREASED	15,935	20,296	-4,361	-21%	$2.5M	$1.9M	-$625.7K	2026-10-16
Appleton Partners Inc	DECREASED	14,480	20,152	-5,672	-28%	$2.5M	$1.7K	-$2.5M	2026-10-30
Apella Capital, LLC	DECREASED	10,837	11,330	-493	-4%	$1.4M	$1.3M	-$107.8K	2026-10-08
Kestra Advisory Services, LLC	INCREASED	10,253	10,162	+91	+1%	$1.3M	$1.2M	-$42.7K	2026-11-02
Goldstein Advisors, LLC	DECREASED	10,048	10,068	-20	0%	$1.3M	$1.2M	-$55.5K	2026-10-15
FSM Wealth Advisors, LLC	DECREASED	10,041	10,064	-23	0%	$1.3M	$1.2M	-$35.9K	2026-10-27
Archford Capital Strategies, LLC	DECREASED	9,172	10,693	-1,521	-14%	$1.3M	$1.1M	-$237.3K	2026-10-19
Richard P Slaughter Associates Inc	DECREASED	8,592	8,810	-218	-2%	$1.1M	$1.0M	-$72.4K	2026-10-13
Choreo, LLC	UNCHANGED	7,736	7,736	0	0%	$960.9K	$920.1K	-$40.8K	2026-10-28
Gallacher Capital Management LLC	DECREASED	7,426	8,708	-1,282	-15%	$1.1M	$883.2K	-$198.4K	2026-10-30
Landmark Wealth Management, Inc.	INCREASED	6,518	6,517	+1	+0%	$809.6K	$775.2K	-$34.4K	2026-11-04
Bluedoor Private Wealth, LLC	INCREASED	5,790	5,787	+3	+0%	$718.8K	$688.7K	-$30.1K	2026-11-05
Cosner Financial Group, LLC	DECREASED	5,735	5,807	-72	-1%	$720.6K	$682.2K	-$38.4K	2026-11-03
Cpwa, LLC	INCREASED	5,153	4,976	+177	+4%	$618.1K	$625.4K	+$7.3K	2026-11-04
Nottingham Advisors, Inc.	UNCHANGED	4,896	4,896	0	0%	$608.8K	$585.3K	-$23.5K	2026-10-29
Fifth Third Securities, Inc.	DECREASED	4,029	4,087	-58	-1%	$507.7K	$479.2K	-$28.5K	2026-10-21
Adamsbrown Wealth Consultants LLC	DECREASED	3,484	3,536	-52	-1%	$439.2K	$414.3K	-$24.9K	2026-10-20
Kestra Private Wealth Services, LLC	INCREASED	3,387	3,372	+15	+0%	$418.8K	$402.8K	-$16.0K	2026-10-30
Luts & Greenleigh Group, Inc.	INCREASED	2,717	2,593	+124	+5%	$322.1K	$323.2K	+$1.1K	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	2,432	2,424	+8	+0%	$301.2K	$289.2K	-$11.9K	2026-11-04
Layline Advisors, LLC	INCREASED	2,393	2,154	+239	+11%	$267.6K	$284.6K	+$17.0K	2026-11-02
Curry Webb Wealth Management LLC	UNCHANGED	1,994	1,994	0	0%	$247.7K	$247.7K	$0	2026-10-22
PFG Advisors	DECREASED	1,780	1,870	-90	-5%	$232.3K	$211.7K	-$20.6K	2026-10-16
Private Trust Co NA	DECREASED	1,554	1,663	-109	-7%	$206.6K	$184.8K	-$21.7K	2026-10-20
US Bancorp \de\	UNCHANGED	1,035	1,035	0	0%	$128.6K	$123.1K	-$5.5K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	954	643	+311	+48%	$79.9K	$113.5K	+$33.6K	2026-10-08
Albion Financial Group	UNCHANGED	936	936	0	0%	$116.3K	$111.3K	-$4.9K	2026-10-21
Assetmark, Inc	INCREASED	392	3	+389	+12967%	$373	$46.6K	+$46.3K	2026-10-21
IFP Advisors, Inc	INCREASED	327	325	+2	+1%	$40.4K	$38.9K	-$1.5K	2026-10-16
Fifth Third Bancorp	DECREASED	262	286	-24	-8%	$35.5K	$31.2K	-$4.4K	2026-11-05
Asset Dedication, LLC	UNCHANGED	234	234	0	0%	$29.1K	$27.8K	-$1.2K	2026-11-03
Pflug Koory, LLC	UNCHANGED	200	200	0	0%	$24.8K	$23.8K	-$1.1K	2026-10-26
Team Financial Group, LLC	NEW	116	—	+116	—	—	$13.8K	—	2026-10-30
Golden State Wealth Management, LLC	UNCHANGED	82	82	0	0%	$10.2K	$9.8K	-$433	2026-11-02
Capital Investment Advisory Services, LLC	UNCHANGED	82	82	0	0%	$10.2K	$9.8K	-$432	2026-10-30
IMG Wealth Management, Inc.	UNCHANGED	21	21	0	0%	$2.6K	$2.5K	-$111	2026-10-27
Parallel Advisors, LLC	UNCHANGED	17	17	0	0%	$2.1K	$2.1K	-$91	2026-11-03
UMB Private Wealth Management, LLC	NEW	1	—	+1	—	—	$119	—	2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group	CLOSED	0	1,945	-1,945	-100%	$241.6K	$0	-$241.6K	2026-10-13
StoneX Group Inc.	CLOSED	0	1,625	-1,625	-100%	$201.6K	$0	-$201.6K	2026-11-03
MCF Advisors LLC	CLOSED	0	26	-26	-100%	$3.2K	$0	-$3.2K	2026-10-28
True Wealth Design, LLC	CLOSED	0	17	-17	-100%	$2.1K	$0	-$2.1K	2026-10-13
Morgan Stanley	N/A	—	471,309	-471,309	-100%	$58.5M	—	—	—
HighTower Advisors, LLC	N/A	—	356,443	-356,443	-100%	$44.3M	—	—	—
LPL Financial LLC	N/A	—	261,929	-261,929	-100%	$32.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	159,646	-159,646	-100%	$19.9M	—	—	—
Cerity Partners LLC	N/A	—	87,670	-87,670	-100%	$10.9M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	75,738	-75,738	-100%	$9.4M	—	—	—
Raymond James Financial Inc	N/A	—	74,404	-74,404	-100%	$9.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	55,464	-55,464	-100%	$6.9M	—	—	—
Royal Bank of Canada	N/A	—	42,466	-42,466	-100%	$5.3M	—	—	—
Bank of America Corp	N/A	—	35,326	-35,326	-100%	$4.4M	—	—	—
Stifel Financial Corp	N/A	—	32,481	-32,481	-100%	$4.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	32,288	-32,288	-100%	$4.0M	—	—	—
Vantus Wealth LLC	N/A	—	20,319	-20,319	-100%	$2.5M	—	—	—
Advyzon Investment Management, LLC	N/A	—	20,052	-20,052	-100%	$2.5M	—	—	—
Citadel Advisors LLC	N/A	—	17,241	-17,241	-100%	$2.1M	—	—	—
Empirical Asset Management, LLC	N/A	—	15,560	-15,560	-100%	$1.9M	—	—	—
Natixis Advisors, LLC	N/A	—	14,785	-14,785	-100%	$1.8M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	14,521	-14,521	-100%	$1.8M	—	—	—
CreativeOne Wealth, LLC	N/A	—	14,301	-14,301	-100%	$1.8M	—	—	—
Harbour Investments, Inc.	N/A	—	10,423	-10,423	-100%	$1.3M	—	—	—
Ameriprise Financial Inc	N/A	—	9,150	-9,150	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	7,474	-7,474	-100%	$928.4K	—	—	—
Modern Wealth Management, LLC	N/A	—	7,123	-7,123	-100%	$884.8K	—	—	—
JPMorgan Chase & Co	N/A	—	6,793	-6,793	-100%	$848.4K	—	—	—
Private Advisor Group, LLC	N/A	—	6,510	-6,510	-100%	$808.6K	—	—	—
Compass Capital Management, Inc	N/A	—	5,320	-5,320	-100%	$660.8K	—	—	—
Principal Securities, Inc.	N/A	—	5,114	-5,114	-100%	$635.2K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	4,829	-4,829	-100%	$599.0K	—	—	—
LWM Advisory Services, LLC	N/A	—	4,726	-4,726	-100%	$587.1K	—	—	—
BlackRock, Inc.	N/A	—	4,373	-4,373	-100%	$543.2K	—	—	—
Traub Capital Management LLC	N/A	—	4,372	-4,372	-100%	$543.1K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	4,347	-4,347	-100%	$539.9K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,311	-4,311	-100%	$535.5K	—	—	—
Entelevest, LLC	N/A	—	3,970	-3,970	-100%	$493.2K	—	—	—
Summit Financial, LLC	N/A	—	3,946	-3,946	-100%	$490.2K	—	—	—
McLaughlin Asset Management, Inc.	N/A	—	3,895	-3,895	-100%	$483.8K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	3,233	-3,233	-100%	$401.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	2,928	-2,928	-100%	$364.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	2,187	-2,187	-100%	$271.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	1,802	-1,802	-100%	$223.8K	—	—	—
FMR LLC	N/A	—	1,576	-1,576	-100%	$195.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	923	-923	-100%	$114.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	915	-915	-100%	$113.7K	—	—	—
AE Wealth Management LLC	N/A	—	905	-905	-100%	$112.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	571	-571	-100%	$70.9K	—	—	—
Crewe Advisors LLC	N/A	—	143	-143	-100%	$17.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	129	-129	-100%	$16.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	107	-107	-100%	$13.2K	—	—	—
Vanguard Advisers Inc	N/A	—	89	-89	-100%	$11.1K	—	—	—
Napier Financial, LLC	N/A	—	52	-52	-100%	$6.5K	—	—	—
Wells Fargo & Company	N/A	—	50	-50	-100%	$6.2K	—	—	—
UBS Group AG	N/A	—	50	-50	-100%	$6.2K	—	—	—
Allworth Financial LP	N/A	—	43	-43	-100%	$5.3K	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	34	-34	-100%	$4.3K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	25	-25	-100%	$649.4K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	8	-8	-100%	$994	—	—	—
Frazier Financial Advisors, LLC	N/A	—	6	-6	-100%	$794	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1	-1	-100%	$124	—	—	—

Showing 109 of 109 institutions