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Neuberger Next Generation Co (NBXG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
City of London Investment Management Co LTD
INCREASED
Shares1,213,401 from 1,188,521
Change+24,880 (+2%)
Value$19.0M (-$619.9K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED
Shares472,887 from 433,728
Change+39,159 (+9%)
Value$7.4M (+$245.7K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED
Shares428,047 from 283,289
Change+144,758 (+51%)
Value$6.7M (+$2.0M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares339,678 from 313,549
Change+26,129 (+8%)
Value$5.4M (+$323.0K)
Filed 2026-10-13
Altium Capital Management LLC
UNCHANGED
Shares204,562 from 204,562
Change0 (0%)
Value$3.2M (-$173.9K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
INCREASED
Shares142,555 from 141,404
Change+1,151 (+1%)
Value$2.2M (-$102.1K)
Filed 2026-11-04
Matisse Capital
UNCHANGED
Shares129,790 from 129,790
Change0 (0%)
Value$2.0M (-$110.3K)
Filed 2026-10-29
Beverly Hills Private Wealth, LLC
DECREASED
Shares114,060 from 119,258
Change-5,198 (-4%)
Value$1.8M (-$182.9K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares96,534 from 100,388
Change-3,854 (-4%)
Value$1.5M (-$145.8K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED
Shares77,408 from 66,653
Change+10,755 (+16%)
Value$1.2M (+$112.1K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares73,992 from 73,251
Change+741 (+1%)
Value$1.2M (-$50.6K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares59,497 from 55,748
Change+3,749 (+7%)
Value$933.5K (+$11.4K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
DECREASED
Shares47,045 from 48,245
Change-1,200 (-2%)
Value$738.1K (-$59.8K)
Filed 2026-11-06
Closed-End Fund Advisors, Inc.
DECREASED
Shares40,346 from 40,996
Change-650 (-2%)
Value$633.0K (-$45.0K)
Filed 2026-11-04
Noble Wealth Management PBC
DECREASED
Shares35,633 from 40,378
Change-4,745 (-12%)
Value$559.1K (-$108.8K)
Filed 2026-10-01
Claro Advisors Inc.
DECREASED
Shares33,571 from 34,241
Change-670 (-2%)
Value$526.7K (-$39.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares29,191 from 11,936
Change+17,255 (+145%)
Value$458.0K (+$260.6K)
Filed 2026-11-02
Calamos Advisors LLC
INCREASED
Shares24,231 from 22,716
Change+1,515 (+7%)
Value$380.2K (+$4.5K)
Filed 2026-11-02
Prairie Advisory, LLC
INCREASED
Shares21,748 from 10,837
Change+10,911 (+101%)
Value$341.2K (+$162.0K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares21,076 from 18,472
Change+2,604 (+14%)
Value$330.7K (+$25.2K)
Filed 2026-10-14
Advisory Advocates, LLC
INCREASED
Shares19,360 from 18,360
Change+1,000 (+5%)
Value$303.8K (+$84)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares18,571 from 14,811
Change+3,760 (+25%)
Value$291 (-$244.7K)
Filed 2026-11-02
Accredited Investor Services, LLC
INCREASED
Shares18,143 from 18,069
Change+74 (+0%)
Value$284.7K (-$14.2K)
Filed 2026-10-22
Investment Management Trust, LLC
INCREASED
Shares16,131 from 15,757
Change+374 (+2%)
Value$253.1K (-$7.5K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares15,605 from 13,514
Change+2,091 (+15%)
Value$244.8K (+$21.3K)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares15,555 from 13,975
Change+1,580 (+11%)
Value$234.4K (+$31.2K)
Filed 2026-11-02
Decision Investments, Inc
INCREASED
Shares14,950 from 13,430
Change+1,520 (+11%)
Value$234.6K (+$12.4K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
INCREASED
Shares13,905 from 11,322
Change+2,583 (+23%)
Value$218.2K (+$30.9K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares12,297 from 12,245
Change+52 (+0%)
Value$192.9K (-$9.6K)
Filed 2026-10-30
Advisory Solutions Group, LLC
UNCHANGED
Shares11,806 from 11,806
Change0 (0%)
Value$185.2K (-$10.0K)
Filed 2026-10-14
AlphaStar Capital Management, LLC
INCREASED
Shares11,082 from 10,394
Change+688 (+7%)
Value$173.9K (+$2.0K)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares10,787 from 10,458
Change+329 (+3%)
Value$169.2K (-$3.7K)
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares10,352 from 11,035
Change-683 (-6%)
Value$162.4K (-$20.1K)
Filed 2026-10-28
Advisor Resource Council
INCREASED
Shares10,245 from 10,033
Change+212 (+2%)
Value$165.6K (+$3.0K)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares10,222 from 10,222
Change0 (0%)
Value$160.4K (-$8.7K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares4,753 from 4,761
Change-8 (0%)
Value$74.6K (-$4.2K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares4,150 from 1,150
Change+3,000 (+261%)
Value$65.1K (+$46.1K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,134 from 3,196
Change-62 (-2%)
Value$49.2K (-$3.7K)
Filed 2026-10-27
United Community Bank
NEW
Shares3,000
Change+3,000
Value$47.1K
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
NEW
Shares2,825
Change+2,825
Value$44.3K
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares2,503 from 2,472
Change+31 (+1%)
Value$39.3K (-$1.6K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares1,906
Change+1,906
Value$29.9K
Filed 2026-10-21
WPG Advisers, LLC
INCREASED
Shares1,568 from 1,406
Change+162 (+12%)
Value$24.6K (+$1.3K)
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$23.1K (-$1.3K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares1,445 from 100
Change+1,345 (+1345%)
Value$22.7K (+$21.0K)
Filed 2026-10-23
Holos Integrated Wealth LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$9.6K (-$709)
Filed 2026-10-23
MB, Levis & Associates, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$6.9K (-$374)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$3.5K ($0)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.1K (-$170)
Filed 2026-10-19
Wolverine Asset Management LLC
CLOSED
Shares0 from 202,139
Change-202,139 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-02
Kennebec Savings Bank
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-22
Saba Capital Management, L.P.A
N/A
Shares— from 7,548,223
Change-7,548,223 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,070,195
Change-7,070,195 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 2,981,177
Change-2,981,177 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,165,188
Change-2,165,188 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,178,014
Change-1,178,014 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 1,171,931
Change-1,171,931 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 1,102,724
Change-1,102,724 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 872,955
Change-872,955 (-100%)
Value—
UBS Group AG
N/A
Shares— from 837,226
Change-837,226 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 726,651
Change-726,651 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 539,246
Change-539,246 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 531,087
Change-531,087 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 488,681
Change-488,681 (-100%)
Value—
Quantedge Capital Pte Ltd
N/A
Shares— from 182,562
Change-182,562 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 175,399
Change-175,399 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 168,806
Change-168,806 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 146,507
Change-146,507 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 132,816
Change-132,816 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 123,850
Change-123,850 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 105,405
Change-105,405 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 99,354
Change-99,354 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 90,765
Change-90,765 (-100%)
Value—
&partners
N/A
Shares— from 63,269
Change-63,269 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 61,730
Change-61,730 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 58,690
Change-58,690 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 42,297
Change-42,297 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 38,293
Change-38,293 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 37,384
Change-37,384 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 33,865
Change-33,865 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,103
Change-28,103 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 28,080
Change-28,080 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 24,579
Change-24,579 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,386
Change-20,386 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 20,315
Change-20,315 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,251
Change-19,251 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,440
Change-18,440 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 16,563
Change-16,563 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,533
Change-16,533 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,107
Change-14,107 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,029
Change-14,029 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,246
Change-13,246 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 13,049
Change-13,049 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,812
Change-11,812 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,695
Change-10,695 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,219
Change-9,219 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,530
Change-7,530 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Status
City of London Investment Management Co LTD
INCREASED1,213,4011,188,521+24,880+2%$19.7M$19.0M-$619.9K2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED472,887433,728+39,159+9%$7.2M$7.4M+$245.7K2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED428,047283,289+144,758+51%$4.7M$6.7M+$2.0M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED339,678313,549+26,129+8%$5.1M$5.4M+$323.0K2026-10-13
Altium Capital Management LLC
UNCHANGED204,562204,56200%$3.4M$3.2M-$173.9K2026-11-04
Cornerstone Wealth Management, LLC
INCREASED142,555141,404+1,151+1%$2.3M$2.2M-$102.1K2026-11-04
Matisse Capital
UNCHANGED129,790129,79000%$2.1M$2.0M-$110.3K2026-10-29
Beverly Hills Private Wealth, LLC
DECREASED114,060119,258-5,198-4%$2.0M$1.8M-$182.9K2026-11-04
LPL Financial LLC
DECREASED96,534100,388-3,854-4%$1.7M$1.5M-$145.8K2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED77,40866,653+10,755+16%$1.1M$1.2M+$112.1K2026-10-23
Oppenheimer & Co Inc
INCREASED73,99273,251+741+1%$1.2M$1.2M-$50.6K2026-10-26
Flagship Harbor Advisors, LLC
INCREASED59,49755,748+3,749+7%$922.1K$933.5K+$11.4K2026-10-26
PNC Financial Services Group, Inc.
DECREASED47,04548,245-1,200-2%$798.0K$738.1K-$59.8K2026-11-06
Closed-End Fund Advisors, Inc.
DECREASED40,34640,996-650-2%$678.1K$633.0K-$45.0K2026-11-04
Noble Wealth Management PBC
DECREASED35,63340,378-4,745-12%$667.9K$559.1K-$108.8K2026-10-01
Claro Advisors Inc.
DECREASED33,57134,241-670-2%$566.3K$526.7K-$39.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED29,19111,936+17,255+145%$197.4K$458.0K+$260.6K2026-11-02
Calamos Advisors LLC
INCREASED24,23122,716+1,515+7%$375.7K$380.2K+$4.5K2026-11-02
Prairie Advisory, LLC
INCREASED21,74810,837+10,911+101%$179.2K$341.2K+$162.0K2026-10-19
Focus Financial Network, Inc.
INCREASED21,07618,472+2,604+14%$305.5K$330.7K+$25.2K2026-10-14
Advisory Advocates, LLC
INCREASED19,36018,360+1,000+5%$303.7K$303.8K+$842026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED18,57114,811+3,760+25%$245.0K$291-$244.7K2026-11-02
Accredited Investor Services, LLC
INCREASED18,14318,069+74+0%$298.9K$284.7K-$14.2K2026-10-22
Investment Management Trust, LLC
INCREASED16,13115,757+374+2%$260.6K$253.1K-$7.5K2026-11-05
Creative Planning
INCREASED15,60513,514+2,091+15%$223.5K$244.8K+$21.3K2026-11-02
Sovran Advisors, LLC
INCREASED15,55513,975+1,580+11%$203.2K$234.4K+$31.2K2026-11-02
Decision Investments, Inc
INCREASED14,95013,430+1,520+11%$222.1K$234.6K+$12.4K2026-10-07
J.W. Cole Advisors, Inc.
INCREASED13,90511,322+2,583+23%$187.3K$218.2K+$30.9K2026-11-05
Truist Financial Corp
INCREASED12,29712,245+52+0%$202.5K$192.9K-$9.6K2026-10-30
Advisory Solutions Group, LLC
UNCHANGED11,80611,80600%$195.3K$185.2K-$10.0K2026-10-14
AlphaStar Capital Management, LLC
INCREASED11,08210,394+688+7%$171.9K$173.9K+$2.0K2026-10-16
Merit Financial Group, LLC
INCREASED10,78710,458+329+3%$173.0K$169.2K-$3.7K2026-11-06
Choreo, LLC
DECREASED10,35211,035-683-6%$182.5K$162.4K-$20.1K2026-10-28
Advisor Resource Council
INCREASED10,24510,033+212+2%$162.5K$165.6K+$3.0K2026-11-05
Assetmark, Inc
UNCHANGED10,22210,22200%$169.1K$160.4K-$8.7K2026-10-21
Fifth Third Bancorp
DECREASED4,7534,761-80%$78.7K$74.6K-$4.2K2026-11-05
CoreCap Advisors, LLC
INCREASED4,1501,150+3,000+261%$19.0K$65.1K+$46.1K2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED3,1343,196-62-2%$52.9K$49.2K-$3.7K2026-10-27
United Community Bank
NEW3,000—+3,000——$47.1K—2026-10-28
Cassaday & Co Wealth Management LLC
NEW2,825—+2,825——$44.3K—2026-10-27
Lanark Financial, Inc.
INCREASED2,5032,472+31+1%$40.9K$39.3K-$1.6K2026-10-26
Root Financial Partners, LLC
NEW1,906—+1,906——$29.9K—2026-10-21
WPG Advisers, LLC
INCREASED1,5681,406+162+12%$23.3K$24.6K+$1.3K2026-10-27
Gables Capital Management Inc.
UNCHANGED1,4731,47300%$24.4K$23.1K-$1.3K2026-11-04
Signaturefd, LLC
INCREASED1,445100+1,345+1345%$1.7K$22.7K+$21.0K2026-10-23
Holos Integrated Wealth LLC
UNCHANGED65065000%$10.3K$9.6K-$7092026-10-23
MB, Levis & Associates, LLC
UNCHANGED44044000%$7.3K$6.9K-$3742026-10-16
Allworth Financial LP
UNCHANGED21221200%$3.5K$3.5K$02026-11-06
Highline Wealth Partners LLC
UNCHANGED20020000%$3.3K$3.1K-$1702026-10-19
Wolverine Asset Management LLC
CLOSED0202,139-202,139-100%$3.3M$0-$3.3M2026-11-02
Kennebec Savings Bank
CLOSED0200-200-100%$3.3K$0-$3.3K2026-10-22
Saba Capital Management, L.P.A
N/A—7,548,223-7,548,223-100%$124.8M———
Morgan Stanley
N/A—7,070,195-7,070,195-100%$116.9M———
Karpus Management, Inc.
N/A—2,981,177-2,981,177-100%$49.3M———
Lazard Asset Management LLC
N/A—2,165,188-2,165,188-100%$35.8M———
Wells Fargo & Company
N/A—1,178,014-1,178,014-100%$19.5M———
Bulldog Investors, LLPA
N/A—1,171,931-1,171,931-100%$19.4M———
Atlas Wealth LLC
N/A—1,102,724-1,102,724-100%$18.2M———
Bank of America Corp
N/A—872,955-872,955-100%$14.4M———
UBS Group AG
N/A—837,226-837,226-100%$13.8M———
Z3 Capital Partners, LLC
N/A—726,651-726,651-100%$12.0M———
Penserra Capital Management LLC
N/A—539,246-539,246-100%$8.9M———
Royal Bank of Canada
N/A—531,087-531,087-100%$8.8M———
Capstone Investment Advisors, LLC
N/A—488,681-488,681-100%$8.1M———
Quantedge Capital Pte Ltd
N/A—182,562-182,562-100%$3.0M———
Advisors Asset Management, Inc.
N/A—175,399-175,399-100%$2.9M———
Raymond James Financial Inc
N/A—168,806-168,806-100%$2.8M———
Stifel Financial Corp
N/A—146,507-146,507-100%$2.4M———
1607 Capital Partners, LLC
N/A—132,816-132,816-100%$2.2M———
NewEdge Advisors, LLC
N/A—123,850-123,850-100%$2.0M———
Evolve Private Wealth, LLC
N/A—105,405-105,405-100%$1.7M———
Osaic Holdings, Inc.
N/A—99,354-99,354-100%$1.6M———
Two Sigma Investments, LP
N/A—90,765-90,765-100%$1.5M———
&partners
N/A—63,269-63,269-100%$1.0M———
Dakota Wealth Management
N/A—61,730-61,730-100%$1.0M———
Concorde Asset Management, LLC
N/A—58,690-58,690-100%$970.7K———
Almitas Capital LLC
N/A—42,297-42,297-100%$699.6K———
XTX Topco Ltd
N/A—38,293-38,293-100%$633.4K———
Invesco Ltd.
N/A—37,384-37,384-100%$618.3K———
Tidal Investments LLC
N/A—33,865-33,865-100%$560.1K———
Sanctuary Advisors, LLC
N/A—28,103-28,103-100%$464.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—28,080-28,080-100%$464.4K———
Landscape Capital Management, L.L.C.
N/A—24,579-24,579-100%$406.5K———
HighTower Advisors, LLC
N/A—20,386-20,386-100%$337.2K———
Pathstone Holdings, LLC
N/A—20,315-20,315-100%$336.0K———
Arax Advisory Partners
N/A—19,251-19,251-100%$318.4K———
Steward Partners Investment Advisory, LLC
N/A—18,440-18,440-100%$305.0K———
Readystate Asset Management LP
N/A—16,563-16,563-100%$274.0K———
Jane Street Group, LLC
N/A—16,533-16,533-100%$273.5K———
Citadel Advisors LLC
N/A—14,107-14,107-100%$233.3K———
Captrust Financial Advisors
N/A—14,029-14,029-100%$232.0K———
Susquehanna International Group, LLP
N/A—13,246-13,246-100%$219.1K———
IEQ Capital, LLC
N/A—13,049-13,049-100%$215.8K———
Private Advisor Group, LLC
N/A—11,812-11,812-100%$195.4K———
Stratos Wealth Advisors, LLC
N/A—11,500-11,500-100%$190.2K———
Harbour Investments, Inc.
N/A—10,695-10,695-100%$176.9K———
Ameriflex Group, Inc.
N/A—10,200-10,200-100%$168.7K———
Global Retirement Partners, LLC
N/A—9,219-9,219-100%$152.5K———
Ameritas Advisory Services, LLC
N/A—7,530-7,530-100%$124.5K———
Rockefeller Capital Management L.P.
N/A—4,474-4,474-100%$74.0K———
Northwestern Mutual Wealth Management Co
N/A—3,563-3,563-100%$58.9K———
Estabrook Capital Management
N/A—1,826-1,826-100%$30.2K———
Whittier Trust Co of Nevada Inc
N/A—1,126-1,126-100%$17.9K———
IFG Advisory, LLC
N/A—1,061-1,061-100%$17.5K———
Showing 104 of 104 institutions