SEI HY BND&ALT Crdt (LEND)

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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Summit Wealth Group LLC / Co

INCREASED

Shares470,701 from 411,918

Change+58,783 (+14%)

Value$11.4M (+$1.0M)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares228,544 from 219,408

Change+9,136 (+4%)

Value$5.5M (+$34.9K)

Filed 2026-10-13

Turning Point Benefit Group, Inc.

DECREASED

Shares167,852 from 168,572

Change-720 (0%)

Value$4.1M (-$173.5K)

Filed 2026-10-28

LPL Financial LLC

INCREASED

Shares145,768 from 104,340

Change+41,428 (+40%)

Value$3.5M (+$903.2K)

Filed 2026-11-06

Merit Financial Group, LLC

INCREASED

Shares102,917 from 101,167

Change+1,750 (+2%)

Value$2.5M (-$54.5K)

Filed 2026-11-06

Bank of New York Mellon Corp

NEW

Shares94,295

Change+94,295

Value$2.3M

Filed 2026-11-05

Savant Capital, LLC

INCREASED

Shares75,865 from 39,711

Change+36,154 (+91%)

Value$1.8M (+$841.9K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares69,287 from 69,540

Change-253 (0%)

Value$1.7M (-$72.7K)

Filed 2026-11-02

Cora Capital Advisors LLC

INCREASED

Shares63,083 from 62,939

Change+144 (+0%)

Value$1.5M (-$56.8K)

Filed 2026-11-02

Retirement Investment Advisors, Inc.

DECREASED

Shares57,843 from 59,533

Change-1,690 (-3%)

Value$1.4M (-$82.7K)

Filed 2026-10-22

Perigon Wealth Management, LLC

DECREASED

Shares47,776 from 49,467

Change-1,691 (-3%)

Value$1.2M (-$88.3K)

Filed 2026-10-22

Stephenson & Company, Inc.

INCREASED

Shares44,173 from 42,600

Change+1,573 (+4%)

Value$1.1M (-$2.8K)

Filed 2026-10-30

Whipplewood Advisors, LLC

DECREASED

Shares38,359 from 51,192

Change-12,833 (-25%)

Value$928.8K (-$359.7K)

Filed 2026-10-20

Diversified Enterprises, LLC

DECREASED

Shares35,467 from 35,489

Change-22 (0%)

Value$858.8K (-$34.5K)

Filed 2026-10-19

Meriwether Wealth & Planning, LLC

INCREASED

Shares32,900 from 31,945

Change+955 (+3%)

Value$796.6K (-$7.5K)

Filed 2026-10-13

LexAurum Advisors, LLC

DECREASED

Shares32,020 from 33,502

Change-1,482 (-4%)

Value$775.3K (-$68.0K)

Filed 2026-10-19

Csenge Advisory Group

DECREASED

Shares31,268 from 35,147

Change-3,879 (-11%)

Value$757.1K (-$127.6K)

Filed 2026-11-04

Stewardship Advisors, LLC

INCREASED

Shares30,860 from 30,195

Change+665 (+2%)

Value$747.2K (-$12.8K)

Filed 2026-10-20

BCO Wealth Management LLC

DECREASED

Shares21,598 from 21,795

Change-197 (-1%)

Value$523.0K (-$25.6K)

Filed 2026-10-14

Lynx Investment Advisory

DECREASED

Shares20,569 from 20,659

Change-90 (0%)

Value$498.1K (-$22.0K)

Filed 2026-10-27

Patriot Financial Group Insurance Agency, LLC

DECREASED

Shares19,767 from 21,580

Change-1,813 (-8%)

Value$478.6K (-$64.6K)

Filed 2026-10-14

Independent Wealth Network Inc.

INCREASED

Shares18,785 from 12,317

Change+6,468 (+53%)

Value$454.9K (+$144.8K)

Filed 2026-10-19

United Advisor Group, LLC

INCREASED

Shares17,912 from 17,857

Change+55 (+0%)

Value$433.7K (-$15.8K)

Filed 2026-11-03

Apella Capital, LLC

DECREASED

Shares16,015 from 20,796

Change-4,781 (-23%)

Value$386.8K (-$134.7K)

Filed 2026-10-08

BlueChip Wealth Advisors LLC

INCREASED

Shares15,087 from 14,049

Change+1,038 (+7%)

Value$365.3K (+$11.7K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares14,995 from 18,259

Change-3,264 (-18%)

Value$363 (-$97)

Filed 2026-11-02

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares13,297 from 13,570

Change-273 (-2%)

Value$322.0K (-$19.6K)

Filed 2026-10-27

K2 Financial Inc.

DECREASED

Shares12,584 from 13,120

Change-536 (-4%)

Value$304.1K (-$23.4K)

Filed 2026-10-26

WPG Advisers, LLC

INCREASED

Shares12,497 from 12,265

Change+232 (+2%)

Value$302.6K (-$6.1K)

Filed 2026-10-27

Kestra Advisory Services, LLC

DECREASED

Shares10,923 from 12,829

Change-1,906 (-15%)

Value$264.5K (-$58.4K)

Filed 2026-11-02

TCP Asset Management, LLC

INCREASED

Shares10,310 from 10,104

Change+206 (+2%)

Value$250.2K (-$4.2K)

Filed 2026-10-14

WMG Financial Advisors, LLC

UNCHANGED

Shares9,363 from 9,363

Change0 (0%)

Value$235.7K ($0)

Filed 2026-10-28

RFG Advisory, LLC

INCREASED

Shares9,251 from 9,068

Change+183 (+2%)

Value$224.0K (-$4.3K)

Filed 2026-11-03

Moneco Advisors, LLC

DECREASED

Shares9,095 from 9,128

Change-33 (0%)

Value$220.2K (-$9.5K)

Filed 2026-11-05

Apeiron RIA LLC

INCREASED

Shares8,724 from 3,815

Change+4,909 (+129%)

Value$211.5K (-$14.9K)

Filed 2026-10-08

Capital Investment Advisory Services, LLC

DECREASED

Shares7,187 from 7,275

Change-88 (-1%)

Value$174.7K (-$8.4K)

Filed 2026-10-30

Rossby Financial, LCC

INCREASED

Shares4,787 from 4,701

Change+86 (+2%)

Value$115.9K (-$2.4K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares4,278 from 4,278

Change0 (0%)

Value$103.6K (-$4.1K)

Filed 2026-10-16

Silver Grove Financial Group, Inc.

DECREASED

Shares2,386 from 3,105

Change-719 (-23%)

Value$57.8K (-$20.4K)

Filed 2026-11-05

Farther Finance Advisors, LLC

NEW

Shares1,884

Change+1,884

Value$45.6K

Filed 2026-10-08

Salomon & Ludwin, LLC

DECREASED

Shares1,742 from 1,749

Change-7 (0%)

Value$42.2K (-$1.8K)

Filed 2026-10-29

Jacobi Capital Management LLC

NEW

Shares1,386

Change+1,386

Value$33.6K

Filed 2026-11-05

Cornerstone National Bank & Trust Co

NEW

Shares745

Change+745

Value$18.1K

Filed 2026-10-20

Provenance Wealth Advisors, LLC

NEW

Shares594

Change+594

Value$14.4K

Filed 2026-10-30

Allworth Financial LP

INCREASED

Shares460 from 444

Change+16 (+4%)

Value$11.6K (+$402)

Filed 2026-11-06

Private Wealth Management Group, LLC

UNCHANGED

Shares429 from 429

Change0 (0%)

Value$10.4K (-$411)

Filed 2026-10-19

Cape Investment Advisory, Inc.

UNCHANGED

Shares241 from 241

Change0 (0%)

Value$5.8K (-$231)

Filed 2026-10-13

Golden State Wealth Management, LLC

UNCHANGED

Shares203 from 203

Change0 (0%)

Value$4.9K (-$195)

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares95 from 12

Change+83 (+692%)

Value$2.3K (+$2.0K)

Filed 2026-10-21

Fortis Group Advisors, LLC

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$1.4K (-$56)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares42 from 41

Change+1 (+2%)

Value$1.0K (-$19)

Filed 2026-10-23

CoreCap Advisors, LLC

NEW

Shares8

Change+8

Value$198

Filed 2026-10-08

Quantum Financial Advisors, LLC

CLOSED

Shares0 from 29,669

Change-29,669 (-100%)

Value$0 (-$746.8K)

Filed 2026-11-03

Balboa Wealth Partners

CLOSED

Shares0 from 8,949

Change-8,949 (-100%)

Value$0 (-$225.3K)

Filed 2026-10-20

Blue Trust, Inc.

CLOSED

Shares0 from 1,250

Change-1,250 (-100%)

Value$0 (-$31.5K)

Filed 2026-10-15

US Bancorp \de\

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$1.3K)

Filed 2026-11-05

MCF Advisors LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$227)

Filed 2026-10-28

Osaic Holdings, Inc.

N/A

Shares— from 1,193,056

Change-1,193,056 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 284,732

Change-284,732 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 214,481

Change-214,481 (-100%)

Value—

S&T Bank

N/A

Shares— from 202,518

Change-202,518 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 77,211

Change-77,211 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 75,052

Change-75,052 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 72,155

Change-72,155 (-100%)

Value—

Petra Financial Advisors Inc

N/A

Shares— from 69,494

Change-69,494 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 59,855

Change-59,855 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 51,508

Change-51,508 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 49,875

Change-49,875 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 48,479

Change-48,479 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 33,139

Change-33,139 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 32,242

Change-32,242 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 31,812

Change-31,812 (-100%)

Value—

Ross\johnson & Associates LLC

N/A

Shares— from 23,165

Change-23,165 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 21,248

Change-21,248 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,244

Change-21,244 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 19,524

Change-19,524 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 18,630

Change-18,630 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 16,800

Change-16,800 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 16,525

Change-16,525 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 15,502

Change-15,502 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 12,280

Change-12,280 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 11,545

Change-11,545 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 11,430

Change-11,430 (-100%)

Value—

UBS Group AG

N/A

Shares— from 10,711

Change-10,711 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 9,829

Change-9,829 (-100%)

Value—

NI Acquisitions Company, LLC

N/A

Shares— from 7,422

Change-7,422 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 3,299

Change-3,299 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1,010

Change-1,010 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 844

Change-844 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 491

Change-491 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 482

Change-482 (-100%)

Value—

FMR LLC

N/A

Shares— from 334

Change-334 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 70

Change-70 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 48

Change-48 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 23

Change-23 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 0

Change0

Value—

	Status
Summit Wealth Group LLC / Co	INCREASED	470,701	411,918	+58,783	+14%	$10.4M	$11.4M	+$1.0M	2026-10-29
Wealth Enhancement Advisory Services, LLC	INCREASED	228,544	219,408	+9,136	+4%	$5.5M	$5.5M	+$34.9K	2026-10-13
Turning Point Benefit Group, Inc.	DECREASED	167,852	168,572	-720	0%	$4.2M	$4.1M	-$173.5K	2026-10-28
LPL Financial LLC	INCREASED	145,768	104,340	+41,428	+40%	$2.6M	$3.5M	+$903.2K	2026-11-06
Merit Financial Group, LLC	INCREASED	102,917	101,167	+1,750	+2%	$2.5M	$2.5M	-$54.5K	2026-11-06
Bank of New York Mellon Corp	NEW	94,295	—	+94,295	—	—	$2.3M	—	2026-11-05
Savant Capital, LLC	INCREASED	75,865	39,711	+36,154	+91%	$994.8K	$1.8M	+$841.9K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	69,287	69,540	-253	0%	$1.8M	$1.7M	-$72.7K	2026-11-02
Cora Capital Advisors LLC	INCREASED	63,083	62,939	+144	+0%	$1.6M	$1.5M	-$56.8K	2026-11-02
Retirement Investment Advisors, Inc.	DECREASED	57,843	59,533	-1,690	-3%	$1.5M	$1.4M	-$82.7K	2026-10-22
Perigon Wealth Management, LLC	DECREASED	47,776	49,467	-1,691	-3%	$1.2M	$1.2M	-$88.3K	2026-10-22
Stephenson & Company, Inc.	INCREASED	44,173	42,600	+1,573	+4%	$1.1M	$1.1M	-$2.8K	2026-10-30
Whipplewood Advisors, LLC	DECREASED	38,359	51,192	-12,833	-25%	$1.3M	$928.8K	-$359.7K	2026-10-20
Diversified Enterprises, LLC	DECREASED	35,467	35,489	-22	0%	$893.3K	$858.8K	-$34.5K	2026-10-19
Meriwether Wealth & Planning, LLC	INCREASED	32,900	31,945	+955	+3%	$804.1K	$796.6K	-$7.5K	2026-10-13
LexAurum Advisors, LLC	DECREASED	32,020	33,502	-1,482	-4%	$843.3K	$775.3K	-$68.0K	2026-10-19
Csenge Advisory Group	DECREASED	31,268	35,147	-3,879	-11%	$884.7K	$757.1K	-$127.6K	2026-11-04
Stewardship Advisors, LLC	INCREASED	30,860	30,195	+665	+2%	$760.0K	$747.2K	-$12.8K	2026-10-20
BCO Wealth Management LLC	DECREASED	21,598	21,795	-197	-1%	$548.6K	$523.0K	-$25.6K	2026-10-14
Lynx Investment Advisory	DECREASED	20,569	20,659	-90	0%	$520.0K	$498.1K	-$22.0K	2026-10-27
Patriot Financial Group Insurance Agency, LLC	DECREASED	19,767	21,580	-1,813	-8%	$543.2K	$478.6K	-$64.6K	2026-10-14
Independent Wealth Network Inc.	INCREASED	18,785	12,317	+6,468	+53%	$310.0K	$454.9K	+$144.8K	2026-10-19
United Advisor Group, LLC	INCREASED	17,912	17,857	+55	+0%	$449.5K	$433.7K	-$15.8K	2026-11-03
Apella Capital, LLC	DECREASED	16,015	20,796	-4,781	-23%	$521.6K	$386.8K	-$134.7K	2026-10-08
BlueChip Wealth Advisors LLC	INCREASED	15,087	14,049	+1,038	+7%	$353.6K	$365.3K	+$11.7K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	14,995	18,259	-3,264	-18%	$460	$363	-$97	2026-11-02
Pinnacle Wealth Planning Services, Inc.	DECREASED	13,297	13,570	-273	-2%	$341.6K	$322.0K	-$19.6K	2026-10-27
K2 Financial Inc.	DECREASED	12,584	13,120	-536	-4%	$327.5K	$304.1K	-$23.4K	2026-10-26
WPG Advisers, LLC	INCREASED	12,497	12,265	+232	+2%	$308.7K	$302.6K	-$6.1K	2026-10-27
Kestra Advisory Services, LLC	DECREASED	10,923	12,829	-1,906	-15%	$322.9K	$264.5K	-$58.4K	2026-11-02
TCP Asset Management, LLC	INCREASED	10,310	10,104	+206	+2%	$254.3K	$250.2K	-$4.2K	2026-10-14
WMG Financial Advisors, LLC	UNCHANGED	9,363	9,363	0	0%	$235.7K	$235.7K	$0	2026-10-28
RFG Advisory, LLC	INCREASED	9,251	9,068	+183	+2%	$228.3K	$224.0K	-$4.3K	2026-11-03
Moneco Advisors, LLC	DECREASED	9,095	9,128	-33	0%	$229.8K	$220.2K	-$9.5K	2026-11-05
Apeiron RIA LLC	INCREASED	8,724	3,815	+4,909	+129%	$226.4K	$211.5K	-$14.9K	2026-10-08
Capital Investment Advisory Services, LLC	DECREASED	7,187	7,275	-88	-1%	$183.1K	$174.7K	-$8.4K	2026-10-30
Rossby Financial, LCC	INCREASED	4,787	4,701	+86	+2%	$118.3K	$115.9K	-$2.4K	2026-11-05
IFP Advisors, Inc	UNCHANGED	4,278	4,278	0	0%	$107.7K	$103.6K	-$4.1K	2026-10-16
Silver Grove Financial Group, Inc.	DECREASED	2,386	3,105	-719	-23%	$78.2K	$57.8K	-$20.4K	2026-11-05
Farther Finance Advisors, LLC	NEW	1,884	—	+1,884	—	—	$45.6K	—	2026-10-08
Salomon & Ludwin, LLC	DECREASED	1,742	1,749	-7	0%	$44.0K	$42.2K	-$1.8K	2026-10-29
Jacobi Capital Management LLC	NEW	1,386	—	+1,386	—	—	$33.6K	—	2026-11-05
Cornerstone National Bank & Trust Co	NEW	745	—	+745	—	—	$18.1K	—	2026-10-20
Provenance Wealth Advisors, LLC	NEW	594	—	+594	—	—	$14.4K	—	2026-10-30
Allworth Financial LP	INCREASED	460	444	+16	+4%	$11.2K	$11.6K	+$402	2026-11-06
Private Wealth Management Group, LLC	UNCHANGED	429	429	0	0%	$10.8K	$10.4K	-$411	2026-10-19
Cape Investment Advisory, Inc.	UNCHANGED	241	241	0	0%	$6.1K	$5.8K	-$231	2026-10-13
Golden State Wealth Management, LLC	UNCHANGED	203	203	0	0%	$5.1K	$4.9K	-$195	2026-11-02
Assetmark, Inc	INCREASED	95	12	+83	+692%	$302	$2.3K	+$2.0K	2026-10-21
Fortis Group Advisors, LLC	UNCHANGED	59	59	0	0%	$1.5K	$1.4K	-$56	2026-11-06
Signaturefd, LLC	INCREASED	42	41	+1	+2%	$1.0K	$1.0K	-$19	2026-10-23
CoreCap Advisors, LLC	NEW	8	—	+8	—	—	$198	—	2026-10-08
Quantum Financial Advisors, LLC	CLOSED	0	29,669	-29,669	-100%	$746.8K	$0	-$746.8K	2026-11-03
Balboa Wealth Partners	CLOSED	0	8,949	-8,949	-100%	$225.3K	$0	-$225.3K	2026-10-20
Blue Trust, Inc.	CLOSED	0	1,250	-1,250	-100%	$31.5K	$0	-$31.5K	2026-10-15
US Bancorp \de\	CLOSED	0	51	-51	-100%	$1.3K	$0	-$1.3K	2026-11-05
MCF Advisors LLC	CLOSED	0	9	-9	-100%	$227	$0	-$227	2026-10-28
Osaic Holdings, Inc.	N/A	—	1,193,056	-1,193,056	-100%	$30.0M	—	—	—
Mariner, LLC	N/A	—	284,732	-284,732	-100%	$7.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	214,481	-214,481	-100%	$5.4M	—	—	—
S&T Bank	N/A	—	202,518	-202,518	-100%	$5.1M	—	—	—
Advisory Services Network, LLC	N/A	—	77,211	-77,211	-100%	$1.9M	—	—	—
Jane Street Group, LLC	N/A	—	75,052	-75,052	-100%	$1.9M	—	—	—
Ameriflex Group, Inc.	N/A	—	72,155	-72,155	-100%	$1.8M	—	—	—
Petra Financial Advisors Inc	N/A	—	69,494	-69,494	-100%	$1.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	59,855	-59,855	-100%	$1.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	51,508	-51,508	-100%	$1.3M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	49,875	-49,875	-100%	$1.3M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	48,479	-48,479	-100%	$1.2M	—	—	—
SEI Investments Co	N/A	—	33,139	-33,139	-100%	$834.1K	—	—	—
Wells Fargo & Company	N/A	—	32,242	-32,242	-100%	$811.6K	—	—	—
Cetera Investment Advisers	N/A	—	31,812	-31,812	-100%	$800.7K	—	—	—
Ross\johnson & Associates LLC	N/A	—	23,165	-23,165	-100%	$583.1K	—	—	—
Raymond James Financial Inc	N/A	—	21,248	-21,248	-100%	$534.8K	—	—	—
Royal Bank of Canada	N/A	—	21,244	-21,244	-100%	$535.0K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	19,524	-19,524	-100%	$491.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	18,630	-18,630	-100%	$468.9K	—	—	—
Focus Partners Wealth	N/A	—	16,800	-16,800	-100%	$422.9K	—	—	—
OneAscent Financial Services LLC	N/A	—	16,525	-16,525	-100%	$416.0K	—	—	—
HRT Financial LP	N/A	—	15,502	-15,502	-100%	$390	—	—	—
Calton & Associates, Inc.	N/A	—	12,280	-12,280	-100%	$309.1K	—	—	—
EP Wealth Advisors, LLC	N/A	—	11,545	-11,545	-100%	$290.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	11,430	-11,430	-100%	$287.7K	—	—	—
UBS Group AG	N/A	—	10,711	-10,711	-100%	$269.6K	—	—	—
Synergy Investment Management, LLC	N/A	—	9,829	-9,829	-100%	$244.6K	—	—	—
NI Acquisitions Company, LLC	N/A	—	7,422	-7,422	-100%	$264.0K	—	—	—
Continuum Advisory, LLC	N/A	—	3,299	-3,299	-100%	$83.0K	—	—	—
Kilter Group LLC	N/A	—	1,010	-1,010	-100%	$25.4K	—	—	—
Harbour Investments, Inc.	N/A	—	844	-844	-100%	$21.2K	—	—	—
Morgan Stanley	N/A	—	491	-491	-100%	$12.4K	—	—	—
IFG Advisory, LLC	N/A	—	482	-482	-100%	$12.1K	—	—	—
FMR LLC	N/A	—	334	-334	-100%	$8.4K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	70	-70	-100%	$1.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	50	-50	-100%	$1.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	48	-48	-100%	$1.2K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	23	-23	-100%	$579	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	0	0	—	$0	—	—	—

Showing 97 of 97 institutions