FR Muni High Yield ETF (FTMH)

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

Shares2,133,988 from 1,460,042

Change+673,946 (+46%)

Value$23.2M (+$5.8M)

Filed 2026-11-06

Horizon Wealth Management, LLC

NEW

Shares1,227,486

Change+1,227,486

Value$13.3M

Filed 2026-11-02

Prentice Wealth Management LLC

INCREASED

Shares646,363 from 524,311

Change+122,052 (+23%)

Value$7.0M (+$790.7K)

Filed 2026-10-20

Atria Investments, Inc

NEW

Shares260,455

Change+260,455

Value$2.8M

Filed 2026-10-15

Palatine Hill Wealth Management, LLC

INCREASED

Shares228,482 from 203,333

Change+25,149 (+12%)

Value$2.5M (+$65.7K)

Filed 2026-11-03

Bensler, LLC

INCREASED

Shares219,124 from 190,856

Change+28,268 (+15%)

Value$2.4M (+$112.3K)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares191,572 from 189,947

Change+1,625 (+1%)

Value$2.1M (-$176.1K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

INCREASED

Shares181,149 from 125,634

Change+55,515 (+44%)

Value$2.0M (+$474.7K)

Filed 2026-11-02

Cullen T Bankers, Inc.

INCREASED

Shares124,957 from 32,336

Change+92,621 (+286%)

Value$1.4M (+$972.9K)

Filed 2026-10-28

Bank of New York Mellon Corp

INCREASED

Shares111,432 from 86,095

Change+25,337 (+29%)

Value$1.2M (+$187.3K)

Filed 2026-11-05

Riversedge Advisors, LLC

DECREASED

Shares104,874 from 106,735

Change-1,861 (-2%)

Value$1.1M (-$129.1K)

Filed 2026-10-09

Creative Planning

INCREASED

Shares77,861 from 77,758

Change+103 (+0%)

Value$845.6K (-$78.2K)

Filed 2026-11-02

Davenport & Co LLC

NEW

Shares59,850

Change+59,850

Value$650.0K

Filed 2026-10-14

Apollon Wealth Management, LLC

UNCHANGED

Shares52,618 from 52,618

Change0 (0%)

Value$571.4K (-$53.7K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares45,673 from 46,628

Change-955 (-2%)

Value$496 (-$553.5K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares41,963 from 36,971

Change+4,992 (+14%)

Value$455.7K (+$16.5K)

Filed 2026-11-02

Bill Few Associates, Inc.

UNCHANGED

Shares38,902 from 38,902

Change0 (0%)

Value$422.5K (-$39.7K)

Filed 2026-10-09

Archer Investment Corp

DECREASED

Shares37,939 from 38,579

Change-640 (-2%)

Value$412.0K (-$46.3K)

Filed 2026-11-05

Oppenheimer & Co Inc

UNCHANGED

Shares36,726 from 36,726

Change0 (0%)

Value$398.8K (-$37.5K)

Filed 2026-10-26

Avior Wealth Management, LLC

UNCHANGED

Shares34,937 from 34,937

Change0 (0%)

Value$379.4K (-$35.6K)

Filed 2026-10-13

Thrivent Financial for Lutherans

NEW

Shares28,599

Change+28,599

Value$311

Filed 2026-11-05

Independent Financial Group, LLC

DECREASED

Shares23,685 from 24,619

Change-934 (-4%)

Value$257.2K (-$35.3K)

Filed 2026-10-13

StoneX Group Inc.

INCREASED

Shares22,932 from 14,330

Change+8,602 (+60%)

Value$249.0K (+$78.8K)

Filed 2026-11-03

Nations Financial Group Inc,

INCREASED

Shares22,476 from 22,393

Change+83 (+0%)

Value$244.1K (-$21.9K)

Filed 2026-11-05

Patten Group, Inc.

INCREASED

Shares21,975 from 21,515

Change+460 (+2%)

Value$238.6K (-$16.9K)

Filed 2026-10-26

Riverbend Wealth Management, LLC

DECREASED

Shares21,136 from 34,034

Change-12,898 (-38%)

Value$229.5K (-$174.8K)

Filed 2026-10-15

Private Trust Co NA

INCREASED

Shares17,812 from 10,217

Change+7,595 (+74%)

Value$193.4K (+$72.1K)

Filed 2026-10-20

McAdam, LLC

DECREASED

Shares16,144 from 86,983

Change-70,839 (-81%)

Value$175.3K (-$858.0K)

Filed 2026-10-21

Magnus Financial Group LLC

NEW

Shares15,917

Change+15,917

Value$172.9K

Filed 2026-10-21

Ascent Group, LLC

UNCHANGED

Shares14,063 from 14,063

Change0 (0%)

Value$152.7K (-$14.3K)

Filed 2026-10-30

Koshinski Asset Management, Inc.

INCREASED

Shares13,863 from 13,698

Change+165 (+1%)

Value$150.6K (-$12.2K)

Filed 2026-10-29

MMA Asset Management LLC

INCREASED

Shares13,516 from 13,354

Change+162 (+1%)

Value$146.8K (-$11.9K)

Filed 2026-11-02

Optima Capital LLC

INCREASED

Shares12,966 from 12,845

Change+121 (+1%)

Value$140.8K (-$11.8K)

Filed 2026-10-29

RMR Wealth Builders

UNCHANGED

Shares11,730 from 11,730

Change0 (0%)

Value$127.4K (-$12.0K)

Filed 2026-10-22

Rooted Wealth Advisors, Inc.

UNCHANGED

Shares11,030 from 11,030

Change0 (0%)

Value$131.0K ($0)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

NEW

Shares10,743

Change+10,743

Value$115.5K

Filed 2026-10-13

Kestra Investment Management, LLC

UNCHANGED

Shares10,444 from 10,444

Change0 (0%)

Value$113.4K (-$10.7K)

Filed 2026-11-04

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares9,791 from 9,791

Change0 (0%)

Value$106.3K (-$10.0K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares5,302 from 5,872

Change-570 (-10%)

Value$57.6K (-$12.2K)

Filed 2026-11-05

Trust Co of Vermont

UNCHANGED

Shares4,655 from 4,655

Change0 (0%)

Value$50.6K (-$4.7K)

Filed 2026-10-21

Allworth Financial LP

UNCHANGED

Shares2,135 from 2,135

Change0 (0%)

Value$25.4K ($0)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares1,555 from 1,536

Change+19 (+1%)

Value$16.9K (-$1.4K)

Filed 2026-10-08

Lanark Financial, Inc.

INCREASED

Shares951 from 950

Change+1 (+0%)

Value$10.3K (-$969)

Filed 2026-10-26

Elevated Capital Advisors, LLC

UNCHANGED

Shares740 from 740

Change0 (0%)

Value$8.0K (-$755)

Filed 2026-11-04

Assetmark, Inc

DECREASED

Shares47 from 223

Change-176 (-79%)

Value$510 (-$2.1K)

Filed 2026-10-21

Latitude Advisors, LLC

NEW

Shares4

Change+4

Value$45

Filed 2026-10-27

626 Financial, LLC

CLOSED

Shares0 from 14,663

Change-14,663 (-100%)

Value$0 (-$174.2K)

Filed 2026-11-04

AdvisorNet Financial, Inc

CLOSED

Shares0 from 232

Change-232 (-100%)

Value$0 (-$2.8K)

Filed 2026-10-15

HighTower Advisors, LLC

N/A

Shares— from 1,649,156

Change-1,649,156 (-100%)

Value—

UBS Group AG

N/A

Shares— from 768,184

Change-768,184 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 756,106

Change-756,106 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 744,760

Change-744,760 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 683,996

Change-683,996 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 683,128

Change-683,128 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 506,404

Change-506,404 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 390,532

Change-390,532 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 316,696

Change-316,696 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 294,437

Change-294,437 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 256,629

Change-256,629 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 246,673

Change-246,673 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 176,555

Change-176,555 (-100%)

Value—

Barnes Pettey Financial Advisors, LLC

N/A

Shares— from 169,118

Change-169,118 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 162,603

Change-162,603 (-100%)

Value—

&partners

N/A

Shares— from 149,138

Change-149,138 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 107,780

Change-107,780 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 103,016

Change-103,016 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 91,452

Change-91,452 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 90,460

Change-90,460 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 70,568

Change-70,568 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 69,374

Change-69,374 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 58,251

Change-58,251 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 52,840

Change-52,840 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 38,803

Change-38,803 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 35,304

Change-35,304 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 35,154

Change-35,154 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 34,520

Change-34,520 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 31,743

Change-31,743 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 31,606

Change-31,606 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 28,029

Change-28,029 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 20,710

Change-20,710 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 20,283

Change-20,283 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 17,420

Change-17,420 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 17,112

Change-17,112 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 17,104

Change-17,104 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 17,059

Change-17,059 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 16,999

Change-16,999 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 16,312

Change-16,312 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 14,178

Change-14,178 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 14,138

Change-14,138 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 11,496

Change-11,496 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 11,067

Change-11,067 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 7,987

Change-7,987 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,460

Change-6,460 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 5,096

Change-5,096 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 4,280

Change-4,280 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 3,167

Change-3,167 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 2,968

Change-2,968 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 2,147

Change-2,147 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 1,251

Change-1,251 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 887

Change-887 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 548

Change-548 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 33

Change-33 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	2,133,988	1,460,042	+673,946	+46%	$17.3M	$23.2M	+$5.8M	2026-11-06
Horizon Wealth Management, LLC	NEW	1,227,486	—	+1,227,486	—	—	$13.3M	—	2026-11-02
Prentice Wealth Management LLC	INCREASED	646,363	524,311	+122,052	+23%	$6.2M	$7.0M	+$790.7K	2026-10-20
Atria Investments, Inc	NEW	260,455	—	+260,455	—	—	$2.8M	—	2026-10-15
Palatine Hill Wealth Management, LLC	INCREASED	228,482	203,333	+25,149	+12%	$2.4M	$2.5M	+$65.7K	2026-11-03
Bensler, LLC	INCREASED	219,124	190,856	+28,268	+15%	$2.3M	$2.4M	+$112.3K	2026-11-05
Truist Financial Corp	INCREASED	191,572	189,947	+1,625	+1%	$2.3M	$2.1M	-$176.1K	2026-10-30
Commonwealth Equity Services, LLC	INCREASED	181,149	125,634	+55,515	+44%	$1.5M	$2.0M	+$474.7K	2026-11-02
Cullen T Bankers, Inc.	INCREASED	124,957	32,336	+92,621	+286%	$384.2K	$1.4M	+$972.9K	2026-10-28
Bank of New York Mellon Corp	INCREASED	111,432	86,095	+25,337	+29%	$1.0M	$1.2M	+$187.3K	2026-11-05
Riversedge Advisors, LLC	DECREASED	104,874	106,735	-1,861	-2%	$1.3M	$1.1M	-$129.1K	2026-10-09
Creative Planning	INCREASED	77,861	77,758	+103	+0%	$923.8K	$845.6K	-$78.2K	2026-11-02
Davenport & Co LLC	NEW	59,850	—	+59,850	—	—	$650.0K	—	2026-10-14
Apollon Wealth Management, LLC	UNCHANGED	52,618	52,618	0	0%	$625.1K	$571.4K	-$53.7K	2026-10-23
Cambridge Investment Research Advisors, Inc.	DECREASED	45,673	46,628	-955	-2%	$554.0K	$496	-$553.5K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	41,963	36,971	+4,992	+14%	$439.2K	$455.7K	+$16.5K	2026-11-02
Bill Few Associates, Inc.	UNCHANGED	38,902	38,902	0	0%	$462.2K	$422.5K	-$39.7K	2026-10-09
Archer Investment Corp	DECREASED	37,939	38,579	-640	-2%	$458.3K	$412.0K	-$46.3K	2026-11-05
Oppenheimer & Co Inc	UNCHANGED	36,726	36,726	0	0%	$436.3K	$398.8K	-$37.5K	2026-10-26
Avior Wealth Management, LLC	UNCHANGED	34,937	34,937	0	0%	$415.1K	$379.4K	-$35.6K	2026-10-13
Thrivent Financial for Lutherans	NEW	28,599	—	+28,599	—	—	$311	—	2026-11-05
Independent Financial Group, LLC	DECREASED	23,685	24,619	-934	-4%	$292.5K	$257.2K	-$35.3K	2026-10-13
StoneX Group Inc.	INCREASED	22,932	14,330	+8,602	+60%	$170.2K	$249.0K	+$78.8K	2026-11-03
Nations Financial Group Inc,	INCREASED	22,476	22,393	+83	+0%	$266.0K	$244.1K	-$21.9K	2026-11-05
Patten Group, Inc.	INCREASED	21,975	21,515	+460	+2%	$255.6K	$238.6K	-$16.9K	2026-10-26
Riverbend Wealth Management, LLC	DECREASED	21,136	34,034	-12,898	-38%	$404.3K	$229.5K	-$174.8K	2026-10-15
Private Trust Co NA	INCREASED	17,812	10,217	+7,595	+74%	$121.4K	$193.4K	+$72.1K	2026-10-20
McAdam, LLC	DECREASED	16,144	86,983	-70,839	-81%	$1.0M	$175.3K	-$858.0K	2026-10-21
Magnus Financial Group LLC	NEW	15,917	—	+15,917	—	—	$172.9K	—	2026-10-21
Ascent Group, LLC	UNCHANGED	14,063	14,063	0	0%	$167.1K	$152.7K	-$14.3K	2026-10-30
Koshinski Asset Management, Inc.	INCREASED	13,863	13,698	+165	+1%	$162.7K	$150.6K	-$12.2K	2026-10-29
MMA Asset Management LLC	INCREASED	13,516	13,354	+162	+1%	$158.7K	$146.8K	-$11.9K	2026-11-02
Optima Capital LLC	INCREASED	12,966	12,845	+121	+1%	$152.6K	$140.8K	-$11.8K	2026-10-29
RMR Wealth Builders	UNCHANGED	11,730	11,730	0	0%	$139.4K	$127.4K	-$12.0K	2026-10-22
Rooted Wealth Advisors, Inc.	UNCHANGED	11,030	11,030	0	0%	$131.0K	$131.0K	$0	2026-11-03
Wealth Enhancement Advisory Services, LLC	NEW	10,743	—	+10,743	—	—	$115.5K	—	2026-10-13
Kestra Investment Management, LLC	UNCHANGED	10,444	10,444	0	0%	$124.1K	$113.4K	-$10.7K	2026-11-04
Ashton Thomas Private Wealth, LLC	UNCHANGED	9,791	9,791	0	0%	$116.3K	$106.3K	-$10.0K	2026-11-03
Fifth Third Bancorp	DECREASED	5,302	5,872	-570	-10%	$69.8K	$57.6K	-$12.2K	2026-11-05
Trust Co of Vermont	UNCHANGED	4,655	4,655	0	0%	$55.3K	$50.6K	-$4.7K	2026-10-21
Allworth Financial LP	UNCHANGED	2,135	2,135	0	0%	$25.4K	$25.4K	$0	2026-11-06
Farther Finance Advisors, LLC	INCREASED	1,555	1,536	+19	+1%	$18.3K	$16.9K	-$1.4K	2026-10-08
Lanark Financial, Inc.	INCREASED	951	950	+1	+0%	$11.3K	$10.3K	-$969	2026-10-26
Elevated Capital Advisors, LLC	UNCHANGED	740	740	0	0%	$8.8K	$8.0K	-$755	2026-11-04
Assetmark, Inc	DECREASED	47	223	-176	-79%	$2.6K	$510	-$2.1K	2026-10-21
Latitude Advisors, LLC	NEW	4	—	+4	—	—	$45	—	2026-10-27
626 Financial, LLC	CLOSED	0	14,663	-14,663	-100%	$174.2K	$0	-$174.2K	2026-11-04
AdvisorNet Financial, Inc	CLOSED	0	232	-232	-100%	$2.8K	$0	-$2.8K	2026-10-15
HighTower Advisors, LLC	N/A	—	1,649,156	-1,649,156	-100%	$19.6M	—	—	—
UBS Group AG	N/A	—	768,184	-768,184	-100%	$9.1M	—	—	—
Bank of America Corp	N/A	—	756,106	-756,106	-100%	$9.0M	—	—	—
Stratos Investment Management, LLC	N/A	—	744,760	-744,760	-100%	$8.8M	—	—	—
Captrust Financial Advisors	N/A	—	683,996	-683,996	-100%	$8.1M	—	—	—
Morgan Stanley	N/A	—	683,128	-683,128	-100%	$8.1M	—	—	—
Wells Fargo & Company	N/A	—	506,404	-506,404	-100%	$6.0M	—	—	—
Raymond James Financial Inc	N/A	—	390,532	-390,532	-100%	$4.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	316,696	-316,696	-100%	$3.8M	—	—	—
Ameriprise Financial Inc	N/A	—	294,437	-294,437	-100%	$3.5M	—	—	—
Jane Street Group, LLC	N/A	—	256,629	-256,629	-100%	$3.0M	—	—	—
Cetera Investment Advisers	N/A	—	246,673	-246,673	-100%	$2.9M	—	—	—
BFC Planning, Inc.	N/A	—	176,555	-176,555	-100%	$2.1M	—	—	—
Barnes Pettey Financial Advisors, LLC	N/A	—	169,118	-169,118	-100%	$2.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	162,603	-162,603	-100%	$1.9M	—	—	—
&partners	N/A	—	149,138	-149,138	-100%	$1.8M	—	—	—
Elequin Capital, LP	N/A	—	107,780	-107,780	-100%	$1.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	103,016	-103,016	-100%	$1.2M	—	—	—
Waverly Advisors, LLC	N/A	—	91,452	-91,452	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	90,460	-90,460	-100%	$1.1M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	70,568	-70,568	-100%	$838.3K	—	—	—
Old Mission Capital LLC	N/A	—	69,374	-69,374	-100%	$824.2K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	58,251	-58,251	-100%	$692.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	52,840	-52,840	-100%	$627.7K	—	—	—
MML Investors Services, LLC	N/A	—	38,803	-38,803	-100%	$461.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	35,304	-35,304	-100%	$419.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	35,154	-35,154	-100%	$417.6K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	34,520	-34,520	-100%	$410.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	31,743	-31,743	-100%	$377.1K	—	—	—
Natixis Advisors, LLC	N/A	—	31,606	-31,606	-100%	$375.0K	—	—	—
OneAscent Financial Services LLC	N/A	—	28,029	-28,029	-100%	$333.0K	—	—	—
Stifel Financial Corp	N/A	—	20,710	-20,710	-100%	$246.0K	—	—	—
Cura Wealth Advisors, LLC	N/A	—	20,283	-20,283	-100%	$241.0K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	17,420	-17,420	-100%	$207.0K	—	—	—
HighPoint Advisor Group LLC	N/A	—	17,112	-17,112	-100%	$203.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	17,104	-17,104	-100%	$203.2K	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	17,059	-17,059	-100%	$202.7K	—	—	—
Wealthspire Advisors, LLC	N/A	—	16,999	-16,999	-100%	$201.9K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	16,312	-16,312	-100%	$193.8K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	14,178	-14,178	-100%	$168.0K	—	—	—
Advisory Services Network, LLC	N/A	—	14,138	-14,138	-100%	$168.0K	—	—	—
Cozad Asset Management Inc	N/A	—	11,496	-11,496	-100%	$136.6K	—	—	—
Citadel Advisors LLC	N/A	—	11,067	-11,067	-100%	$131.5K	—	—	—
Ameriflex Group, Inc.	N/A	—	7,987	-7,987	-100%	$94.9K	—	—	—
FMR LLC	N/A	—	6,460	-6,460	-100%	$76.7K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	5,096	-5,096	-100%	$60.5K	—	—	—
PlanVest Financial, Inc	N/A	—	4,280	-4,280	-100%	$50.8K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	3,167	-3,167	-100%	$37.6K	—	—	—
Franklin Resources Inc	N/A	—	2,968	-2,968	-100%	$35.3K	—	—	—
Bessemer Group Inc	N/A	—	2,147	-2,147	-100%	$26	—	—	—
Rialto Wealth Management, LLC	N/A	—	1,251	-1,251	-100%	$14.9K	—	—	—
Arax Advisory Partners	N/A	—	887	-887	-100%	$10.5K	—	—	—
Capital Analysts, LLC	N/A	—	548	-548	-100%	$7	—	—	—
JPMorgan Chase & Co	N/A	—	33	-33	-100%	$392	—	—	—

Showing 102 of 102 institutions