Franklin U.S. LOW Volatility (LVHD)

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

Shares776,367 from 764,164

Change+12,203 (+2%)

Value$32.1M (-$1.5M)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares98,565 from 108,166

Change-9,601 (-9%)

Value$4.1M (-$680.9K)

Filed 2026-11-04

Allworth Financial LP

INCREASED

Shares90,825 from 86,708

Change+4,117 (+5%)

Value$4.0M (+$181.2K)

Filed 2026-11-06

Heffernan Advisory, Inc

DECREASED

Shares87,418 from 89,021

Change-1,603 (-2%)

Value$3.6M (-$299.7K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares86,059 from 180,172

Change-94,113 (-52%)

Value$3.6M (-$4.4M)

Filed 2026-11-02

Merit Financial Group, LLC

NEW

Shares76,817

Change+76,817

Value$3.2M

Filed 2026-11-06

Wealthcare Advisory Partners LLC

DECREASED

Shares59,154 from 62,099

Change-2,945 (-5%)

Value$2.4M (-$284.7K)

Filed 2026-10-21

Triad Wealth Partners, LLC

INCREASED

Shares43,855 from 42,317

Change+1,538 (+4%)

Value$1.8M (-$83.7K)

Filed 2026-10-26

XML Financial, LLC

INCREASED

Shares38,499 from 38,402

Change+97 (+0%)

Value$1.6M (-$96.6K)

Filed 2026-10-29

Anson Capital, Inc.

DECREASED

Shares37,592 from 37,930

Change-338 (-1%)

Value$1.6M (-$113.4K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares35,796 from 32,883

Change+2,913 (+9%)

Value$1.5M (+$34.3K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares33,506 from 33,226

Change+280 (+1%)

Value$1.4K (-$1.5M)

Filed 2026-11-02

First Heartland Consultants, Inc.

INCREASED

Shares26,742 from 22,249

Change+4,493 (+20%)

Value$1.1M (+$127.6K)

Filed 2026-10-08

CX Institutional

INCREASED

Shares26,424 from 26,197

Change+227 (+1%)

Value$1.1K (-$60)

Filed 2026-10-02

Wealthcare Capital Partners, LLC

INCREASED

Shares24,970 from 24,380

Change+590 (+2%)

Value$1.0M (-$39.5K)

Filed 2026-10-21

Prospera Financial Services Inc

INCREASED

Shares22,755 from 18,552

Change+4,203 (+23%)

Value$1.0M (+$213.4K)

Filed 2026-11-04

Signature Estate & Investment Advisors LLC

INCREASED

Shares22,459 from 21,546

Change+913 (+4%)

Value$929.4K (-$18.7K)

Filed 2026-10-13

Centurion Wealth Management LLC

UNCHANGED

Shares21,581 from 21,581

Change0 (0%)

Value$893.0K (-$56.6K)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares20,932 from 20,736

Change+196 (+1%)

Value$866.2K (-$46.2K)

Filed 2026-10-08

Atria Investments, Inc

INCREASED

Shares20,415 from 15,747

Change+4,668 (+30%)

Value$844.8K (+$151.9K)

Filed 2026-10-15

Simplicity Wealth,LLC

DECREASED

Shares16,923 from 31,982

Change-15,059 (-47%)

Value$700.3K (-$707.0K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

INCREASED

Shares14,092 from 13,874

Change+218 (+2%)

Value$583.1K (-$27.4K)

Filed 2026-11-06

Oak Grove Capital LLC

UNCHANGED

Shares13,791 from 13,791

Change0 (0%)

Value$570.7K (-$36.2K)

Filed 2026-10-09

Private Advisory Group LLC

INCREASED

Shares12,083 from 11,650

Change+433 (+4%)

Value$500.0K (-$12.6K)

Filed 2026-11-06

LongView Wealth Management

DECREASED

Shares9,305 from 9,662

Change-357 (-4%)

Value$385.0K (-$40.1K)

Filed 2026-10-19

WBH Advisory Inc

UNCHANGED

Shares7,973 from 7,973

Change0 (0%)

Value$329.9K (-$20.9K)

Filed 2026-11-05

Sepio Capital, LP

UNCHANGED

Shares7,569 from 7,569

Change0 (0%)

Value$313.2K (-$19.8K)

Filed 2026-10-22

TD Waterhouse Canada Inc.

INCREASED

Shares7,483 from 7,453

Change+30 (+0%)

Value$309.4K (-$19.9K)

Filed 2026-10-16

Concurrent Investment Advisors, LLC

DECREASED

Shares7,362 from 7,492

Change-130 (-2%)

Value$304.6K (-$25.0K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares6,998 from 7,008

Change-10 (0%)

Value$294.6K (-$17.6K)

Filed 2026-10-13

Bank of New York Mellon Corp

DECREASED

Shares6,873 from 7,249

Change-376 (-5%)

Value$284.4K (-$34.6K)

Filed 2026-11-05

Indivisible Partners

INCREASED

Shares6,230 from 5,264

Change+966 (+18%)

Value$257.8K (+$26.2K)

Filed 2026-10-26

Investors Research Corp

INCREASED

Shares5,444 from 5,271

Change+173 (+3%)

Value$225.3K (-$6.7K)

Filed 2026-10-07

Truist Financial Corp

UNCHANGED

Shares5,260 from 5,260

Change0 (0%)

Value$217.7K (-$13.8K)

Filed 2026-10-30

Jacobi Capital Management LLC

NEW

Shares2,800

Change+2,800

Value$115.9K

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares2,410 from 2,410

Change0 (0%)

Value$99.7K (-$6.3K)

Filed 2026-10-20

Sunrise Financial Services, LLC

UNCHANGED

Shares1,768 from 1,768

Change0 (0%)

Value$73.2K (-$4.6K)

Filed 2026-10-21

Fifth Third Bancorp

UNCHANGED

Shares1,465 from 1,465

Change0 (0%)

Value$60.6K (-$3.8K)

Filed 2026-11-05

Lanark Financial, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$41.4K (-$2.6K)

Filed 2026-10-26

Vima LLC

UNCHANGED

Shares929 from 929

Change0 (0%)

Value$38.4K (-$2.4K)

Filed 2026-10-23

Nvwm, LLC

DECREASED

Shares610 from 617

Change-7 (-1%)

Value$25.2K (-$1.9K)

Filed 2026-10-14

Albion Financial Group

UNCHANGED

Shares456 from 456

Change0 (0%)

Value$18.9K (-$1.2K)

Filed 2026-10-21

Advantage Trust Co

UNCHANGED

Shares383 from 383

Change0 (0%)

Value$15.8K (-$1.0K)

Filed 2026-10-19

Evermay Wealth Management LLC

UNCHANGED

Shares253 from 253

Change0 (0%)

Value$10.5K (-$663)

Filed 2026-11-05

Triumph Capital Management

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$8.3K (-$525)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

UNCHANGED

Shares165 from 165

Change0 (0%)

Value$6.8K (-$432)

Filed 2026-11-04

Assetmark, Inc

NEW

Shares77

Change+77

Value$3.2K

Filed 2026-10-21

IFP Advisors, Inc

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$662 (-$42)

Filed 2026-10-16

Compound Planning, Inc.

CLOSED

Shares0 from 8,988

Change-8,988 (-100%)

Value$0 (-$395.5K)

Filed 2026-11-05

Lynx Investment Advisory

CLOSED

Shares0 from 5,144

Change-5,144 (-100%)

Value$0 (-$226.4K)

Filed 2026-10-27

D.A. Davidson & Co.

CLOSED

Shares0 from 5,096

Change-5,096 (-100%)

Value$0 (-$224.2K)

Filed 2026-10-28

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 2,312

Change-2,312 (-100%)

Value$0 (-$101.7K)

Filed 2026-11-06

Hurley Capital, LLC

CLOSED

Shares0 from 1,255

Change-1,255 (-100%)

Value$0 (-$55.2K)

Filed 2026-11-05

GHP Investment Advisors, Inc.

CLOSED

Shares0 from 877

Change-877 (-100%)

Value$0 (-$38.6K)

Filed 2026-10-15

International Assets Investment Management, LLC

CLOSED

Shares0 from 450

Change-450 (-100%)

Value$0 (-$19.9K)

Filed 2026-11-02

Decker Retirement Planning Inc.

CLOSED

Shares0 from 275

Change-275 (-100%)

Value$0 (-$12.1K)

Filed 2026-10-19

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 153

Change-153 (-100%)

Value$0 (-$6.7K)

Filed 2026-10-14

Morgan Stanley

N/A

Shares— from 992,542

Change-992,542 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 613,810

Change-613,810 (-100%)

Value—

UBS Group AG

N/A

Shares— from 434,363

Change-434,363 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 379,995

Change-379,995 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 273,897

Change-273,897 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 211,191

Change-211,191 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 176,109

Change-176,109 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 175,756

Change-175,756 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 175,212

Change-175,212 (-100%)

Value—

Sovereign Investment Advisors, LLC

N/A

Shares— from 154,793

Change-154,793 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 126,001

Change-126,001 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 114,531

Change-114,531 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 106,212

Change-106,212 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 90,453

Change-90,453 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 74,932

Change-74,932 (-100%)

Value—

Perspective Wealth Advisors LLC

N/A

Shares— from 72,158

Change-72,158 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 52,027

Change-52,027 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 51,211

Change-51,211 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 49,511

Change-49,511 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 48,472

Change-48,472 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 44,434

Change-44,434 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 44,362

Change-44,362 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 39,683

Change-39,683 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 37,178

Change-37,178 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 35,182

Change-35,182 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 32,065

Change-32,065 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 20,581

Change-20,581 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 18,657

Change-18,657 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 17,665

Change-17,665 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 15,923

Change-15,923 (-100%)

Value—

Stephens Inc

N/A

Shares— from 14,455

Change-14,455 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 12,314

Change-12,314 (-100%)

Value—

Alpha Capital Advisors Inc

N/A

Shares— from 11,241

Change-11,241 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,622

Change-9,622 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 9,338

Change-9,338 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,865

Change-8,865 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,746

Change-8,746 (-100%)

Value—

&partners

N/A

Shares— from 7,017

Change-7,017 (-100%)

Value—

Intrepid Financial Planning Group LLC

N/A

Shares— from 6,204

Change-6,204 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 5,858

Change-5,858 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 5,858

Change-5,858 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,679

Change-5,679 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 5,477

Change-5,477 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 5,080

Change-5,080 (-100%)

Value—

Sykon Capital LLC

N/A

Shares— from 4,814

Change-4,814 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,728

Change-4,728 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 3,894

Change-3,894 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,586

Change-3,586 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,496

Change-3,496 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,245

Change-2,245 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,964

Change-1,964 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,736

Change-1,736 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,289

Change-1,289 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 880

Change-880 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 861

Change-861 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 689

Change-689 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 638

Change-638 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 540

Change-540 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 274

Change-274 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 213

Change-213 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 150

Change-150 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 112

Change-112 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 72

Change-72 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	776,367	764,164	+12,203	+2%	$33.6M	$32.1M	-$1.5M	2026-11-06
Citigroup Inc	DECREASED	98,565	108,166	-9,601	-9%	$4.8M	$4.1M	-$680.9K	2026-11-04
Allworth Financial LP	INCREASED	90,825	86,708	+4,117	+5%	$3.8M	$4.0M	+$181.2K	2026-11-06
Heffernan Advisory, Inc	DECREASED	87,418	89,021	-1,603	-2%	$3.9M	$3.6M	-$299.7K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	86,059	180,172	-94,113	-52%	$7.9M	$3.6M	-$4.4M	2026-11-02
Merit Financial Group, LLC	NEW	76,817	—	+76,817	—	—	$3.2M	—	2026-11-06
Wealthcare Advisory Partners LLC	DECREASED	59,154	62,099	-2,945	-5%	$2.7M	$2.4M	-$284.7K	2026-10-21
Triad Wealth Partners, LLC	INCREASED	43,855	42,317	+1,538	+4%	$1.9M	$1.8M	-$83.7K	2026-10-26
XML Financial, LLC	INCREASED	38,499	38,402	+97	+0%	$1.7M	$1.6M	-$96.6K	2026-10-29
Anson Capital, Inc.	DECREASED	37,592	37,930	-338	-1%	$1.7M	$1.6M	-$113.4K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	35,796	32,883	+2,913	+9%	$1.4M	$1.5M	+$34.3K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	33,506	33,226	+280	+1%	$1.5M	$1.4K	-$1.5M	2026-11-02
First Heartland Consultants, Inc.	INCREASED	26,742	22,249	+4,493	+20%	$979.0K	$1.1M	+$127.6K	2026-10-08
CX Institutional	INCREASED	26,424	26,197	+227	+1%	$1.2K	$1.1K	-$60	2026-10-02
Wealthcare Capital Partners, LLC	INCREASED	24,970	24,380	+590	+2%	$1.1M	$1.0M	-$39.5K	2026-10-21
Prospera Financial Services Inc	INCREASED	22,755	18,552	+4,203	+23%	$816.4K	$1.0M	+$213.4K	2026-11-04
Signature Estate & Investment Advisors LLC	INCREASED	22,459	21,546	+913	+4%	$948.1K	$929.4K	-$18.7K	2026-10-13
Centurion Wealth Management LLC	UNCHANGED	21,581	21,581	0	0%	$949.6K	$893.0K	-$56.6K	2026-10-13
Farther Finance Advisors, LLC	INCREASED	20,932	20,736	+196	+1%	$912.4K	$866.2K	-$46.2K	2026-10-08
Atria Investments, Inc	INCREASED	20,415	15,747	+4,668	+30%	$692.9K	$844.8K	+$151.9K	2026-10-15
Simplicity Wealth,LLC	DECREASED	16,923	31,982	-15,059	-47%	$1.4M	$700.3K	-$707.0K	2026-10-23
PNC Financial Services Group, Inc.	INCREASED	14,092	13,874	+218	+2%	$610.5K	$583.1K	-$27.4K	2026-11-06
Oak Grove Capital LLC	UNCHANGED	13,791	13,791	0	0%	$606.8K	$570.7K	-$36.2K	2026-10-09
Private Advisory Group LLC	INCREASED	12,083	11,650	+433	+4%	$512.6K	$500.0K	-$12.6K	2026-11-06
LongView Wealth Management	DECREASED	9,305	9,662	-357	-4%	$425.1K	$385.0K	-$40.1K	2026-10-19
WBH Advisory Inc	UNCHANGED	7,973	7,973	0	0%	$350.8K	$329.9K	-$20.9K	2026-11-05
Sepio Capital, LP	UNCHANGED	7,569	7,569	0	0%	$333.1K	$313.2K	-$19.8K	2026-10-22
TD Waterhouse Canada Inc.	INCREASED	7,483	7,453	+30	+0%	$329.3K	$309.4K	-$19.9K	2026-10-16
Concurrent Investment Advisors, LLC	DECREASED	7,362	7,492	-130	-2%	$329.7K	$304.6K	-$25.0K	2026-10-16
Wealth Enhancement Advisory Services, LLC	DECREASED	6,998	7,008	-10	0%	$312.2K	$294.6K	-$17.6K	2026-10-13
Bank of New York Mellon Corp	DECREASED	6,873	7,249	-376	-5%	$319.0K	$284.4K	-$34.6K	2026-11-05
Indivisible Partners	INCREASED	6,230	5,264	+966	+18%	$231.6K	$257.8K	+$26.2K	2026-10-26
Investors Research Corp	INCREASED	5,444	5,271	+173	+3%	$231.9K	$225.3K	-$6.7K	2026-10-07
Truist Financial Corp	UNCHANGED	5,260	5,260	0	0%	$231.5K	$217.7K	-$13.8K	2026-10-30
Jacobi Capital Management LLC	NEW	2,800	—	+2,800	—	—	$115.9K	—	2026-11-05
Private Trust Co NA	UNCHANGED	2,410	2,410	0	0%	$106.0K	$99.7K	-$6.3K	2026-10-20
Sunrise Financial Services, LLC	UNCHANGED	1,768	1,768	0	0%	$77.8K	$73.2K	-$4.6K	2026-10-21
Fifth Third Bancorp	UNCHANGED	1,465	1,465	0	0%	$64.5K	$60.6K	-$3.8K	2026-11-05
Lanark Financial, Inc.	UNCHANGED	1,000	1,000	0	0%	$44.0K	$41.4K	-$2.6K	2026-10-26
Vima LLC	UNCHANGED	929	929	0	0%	$40.9K	$38.4K	-$2.4K	2026-10-23
Nvwm, LLC	DECREASED	610	617	-7	-1%	$27.2K	$25.2K	-$1.9K	2026-10-14
Albion Financial Group	UNCHANGED	456	456	0	0%	$20.1K	$18.9K	-$1.2K	2026-10-21
Advantage Trust Co	UNCHANGED	383	383	0	0%	$16.9K	$15.8K	-$1.0K	2026-10-19
Evermay Wealth Management LLC	UNCHANGED	253	253	0	0%	$11.1K	$10.5K	-$663	2026-11-05
Triumph Capital Management	UNCHANGED	200	200	0	0%	$8.8K	$8.3K	-$525	2026-10-14
EverSource Wealth Advisors, LLC	UNCHANGED	165	165	0	0%	$7.3K	$6.8K	-$432	2026-11-04
Assetmark, Inc	NEW	77	—	+77	—	—	$3.2K	—	2026-10-21
IFP Advisors, Inc	UNCHANGED	16	16	0	0%	$704	$662	-$42	2026-10-16
Compound Planning, Inc.	CLOSED	0	8,988	-8,988	-100%	$395.5K	$0	-$395.5K	2026-11-05
Lynx Investment Advisory	CLOSED	0	5,144	-5,144	-100%	$226.4K	$0	-$226.4K	2026-10-27
D.A. Davidson & Co.	CLOSED	0	5,096	-5,096	-100%	$224.2K	$0	-$224.2K	2026-10-28
Institute for Wealth Management, Llc.	CLOSED	0	2,312	-2,312	-100%	$101.7K	$0	-$101.7K	2026-11-06
Hurley Capital, LLC	CLOSED	0	1,255	-1,255	-100%	$55.2K	$0	-$55.2K	2026-11-05
GHP Investment Advisors, Inc.	CLOSED	0	877	-877	-100%	$38.6K	$0	-$38.6K	2026-10-15
International Assets Investment Management, LLC	CLOSED	0	450	-450	-100%	$19.9K	$0	-$19.9K	2026-11-02
Decker Retirement Planning Inc.	CLOSED	0	275	-275	-100%	$12.1K	$0	-$12.1K	2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	153	-153	-100%	$6.7K	$0	-$6.7K	2026-10-14
Morgan Stanley	N/A	—	992,542	-992,542	-100%	$43.7M	—	—	—
Bank of America Corp	N/A	—	613,810	-613,810	-100%	$27.0M	—	—	—
UBS Group AG	N/A	—	434,363	-434,363	-100%	$19.1M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	379,995	-379,995	-100%	$16.7M	—	—	—
Wells Fargo & Company	N/A	—	273,897	-273,897	-100%	$12.1M	—	—	—
Raymond James Financial Inc	N/A	—	211,191	-211,191	-100%	$9.3M	—	—	—
Sequent Planning LLC	N/A	—	176,109	-176,109	-100%	$7.7M	—	—	—
Private Advisor Group, LLC	N/A	—	175,756	-175,756	-100%	$7.7M	—	—	—
Royal Bank of Canada	N/A	—	175,212	-175,212	-100%	$7.7M	—	—	—
Sovereign Investment Advisors, LLC	N/A	—	154,793	-154,793	-100%	$6.8M	—	—	—
Cetera Investment Advisers	N/A	—	126,001	-126,001	-100%	$5.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	114,531	-114,531	-100%	$5.1M	—	—	—
Tidal Investments LLC	N/A	—	106,212	-106,212	-100%	$4.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	90,453	-90,453	-100%	$4.0M	—	—	—
IFG Advisory, LLC	N/A	—	74,932	-74,932	-100%	$3.3M	—	—	—
Perspective Wealth Advisors LLC	N/A	—	72,158	-72,158	-100%	$3.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	52,027	-52,027	-100%	$2.3M	—	—	—
Baird Financial Group, Inc.	N/A	—	51,211	-51,211	-100%	$2.3M	—	—	—
JT Stratford LLC	N/A	—	49,511	-49,511	-100%	$2.2M	—	—	—
Ameriprise Financial Inc	N/A	—	48,472	-48,472	-100%	$2.1M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	44,434	-44,434	-100%	$2.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	44,362	-44,362	-100%	$2.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	39,683	-39,683	-100%	$1.7M	—	—	—
Arkadios Wealth Advisors	N/A	—	37,178	-37,178	-100%	$1.6M	—	—	—
Stifel Financial Corp	N/A	—	35,182	-35,182	-100%	$1.5M	—	—	—
JPMorgan Chase & Co	N/A	—	32,065	-32,065	-100%	$1.4M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	20,581	-20,581	-100%	$905.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	18,657	-18,657	-100%	$821.0K	—	—	—
Pallas Capital Advisors LLC	N/A	—	17,665	-17,665	-100%	$777.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	15,923	-15,923	-100%	$700.7K	—	—	—
Stephens Inc	N/A	—	14,455	-14,455	-100%	$636.1K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	12,314	-12,314	-100%	$541.6K	—	—	—
Alpha Capital Advisors Inc	N/A	—	11,241	-11,241	-100%	$494.7K	—	—	—
Mariner, LLC	N/A	—	9,622	-9,622	-100%	$423.4K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	9,338	-9,338	-100%	$410.9K	—	—	—
MML Investors Services, LLC	N/A	—	8,865	-8,865	-100%	$390.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,746	-8,746	-100%	$384.9K	—	—	—
&partners	N/A	—	7,017	-7,017	-100%	$308.8K	—	—	—
Intrepid Financial Planning Group LLC	N/A	—	6,204	-6,204	-100%	$273.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	5,858	-5,858	-100%	$257.7K	—	—	—
Belpointe Asset Management LLC	N/A	—	5,858	-5,858	-100%	$257.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,679	-5,679	-100%	$249.9K	—	—	—
Advisory Services Network, LLC	N/A	—	5,477	-5,477	-100%	$241.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	5,080	-5,080	-100%	$223.5K	—	—	—
Sykon Capital LLC	N/A	—	4,814	-4,814	-100%	$211.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	4,728	-4,728	-100%	$208.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	3,894	-3,894	-100%	$171.3K	—	—	—
Arax Advisory Partners	N/A	—	3,586	-3,586	-100%	$157.8K	—	—	—
Harbour Investments, Inc.	N/A	—	3,496	-3,496	-100%	$153.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,245	-2,245	-100%	$98.8K	—	—	—
FMR LLC	N/A	—	1,964	-1,964	-100%	$86.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,736	-1,736	-100%	$76.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,289	-1,289	-100%	$56.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,200	-1,200	-100%	$52.8K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	880	-880	-100%	$38.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	861	-861	-100%	$37.9K	—	—	—
Westfuller Advisors, LLC	N/A	—	689	-689	-100%	$30.3K	—	—	—
MidFirst Bank	N/A	—	638	-638	-100%	$28.1K	—	—	—
Continuum Advisory, LLC	N/A	—	540	-540	-100%	$23.8K	—	—	—
AE Wealth Management LLC	N/A	—	330	-330	-100%	$14.5K	—	—	—
Swan Capital LLC	N/A	—	274	-274	-100%	$12.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	213	-213	-100%	$9.4K	—	—	—
BlackRock, Inc.	N/A	—	200	-200	-100%	$8.8K	—	—	—
Bank of Montreal	N/A	—	150	-150	-100%	$5.8K	—	—	—
Dunhill Financial, LLC	N/A	—	112	-112	-100%	$5.0K	—	—	—
Vanguard Advisers Inc	N/A	—	72	-72	-100%	$3.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	7	-7	-100%	$308	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	2	-2	-100%	$106	—	—	—

Showing 125 of 125 institutions