Eldridge Bbb-B CLO ETF (CLOZ)

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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Security Benefit Life Insurance Co

DECREASED

Shares1,183,957 from 1,625,576

Change-441,619 (-27%)

Value$31.1M (-$11.8M)

Filed 2026-11-05

Atria Investments, Inc

INCREASED

Shares696,007 from 677,733

Change+18,274 (+3%)

Value$18.3M (+$399.3K)

Filed 2026-10-15

Founders Financial Securities LLC

NEW

Shares372,020

Change+372,020

Value$9.8M

Filed 2026-10-28

Ocean Park Asset Management, LLC

NEW

Shares333,500

Change+333,500

Value$8.8M

Filed 2026-10-21

Sound Income Strategies, LLC

DECREASED

Shares325,205 from 330,517

Change-5,312 (-2%)

Value$8.5M (-$198.9K)

Filed 2026-10-09

Gradient Investments LLC

INCREASED

Shares304,237 from 302,753

Change+1,484 (+0%)

Value$8.0M (+$2.7K)

Filed 2026-10-08

J2 Capital Management Inc

NEW

Shares259,310

Change+259,310

Value$6.8M

Filed 2026-10-19

Basso Capital Management, L.P.

INCREASED

Shares200,913 from 116,451

Change+84,462 (+73%)

Value$5.3M (+$2.2M)

Filed 2026-10-30

Wespac Advisors, LLC

INCREASED

Shares195,870 from 151,934

Change+43,936 (+29%)

Value$5.2M (+$1.1M)

Filed 2026-10-26

Sowell Financial Services LLC

INCREASED

Shares160,531 from 158,003

Change+2,528 (+2%)

Value$4.2M (+$47.5K)

Filed 2026-10-23

Valeo Financial Advisors, LLC

UNCHANGED

Shares123,764 from 123,764

Change0 (0%)

Value$3.3M (-$14.9K)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares108,873 from 102,958

Change+5,915 (+6%)

Value$2.9M (+$143.2K)

Filed 2026-10-08

Kestra Advisory Services, LLC

DECREASED

Shares73,246 from 74,396

Change-1,150 (-2%)

Value$1.9M (-$39.2K)

Filed 2026-11-02

Primoris Wealth Advisors, LLC

DECREASED

Shares69,950 from 92,450

Change-22,500 (-24%)

Value$1.8M (-$602.8K)

Filed 2026-10-28

CWC Advisors, Llc.

DECREASED

Shares68,207 from 142,226

Change-74,019 (-52%)

Value$1.8M (-$2.0M)

Filed 2026-10-15

Rockport Wealth LLC

INCREASED

Shares47,086 from 46,861

Change+225 (+0%)

Value$1.2M (+$317)

Filed 2026-11-03

PFG Advisors

NEW

Shares45,879

Change+45,879

Value$1.2M

Filed 2026-10-16

J.W. Cole Advisors, Inc.

NEW

Shares31,736

Change+31,736

Value$834.7K

Filed 2026-11-05

Brucke Financial, Inc.

DECREASED

Shares25,797 from 39,422

Change-13,625 (-35%)

Value$678.5K (-$363.1K)

Filed 2026-10-23

Almanack Investment Partners, Llc.

DECREASED

Shares22,664 from 25,199

Change-2,535 (-10%)

Value$596.1K (-$69.7K)

Filed 2026-11-03

Griffin Asset Management, Inc.

DECREASED

Shares22,342 from 27,813

Change-5,471 (-20%)

Value$587.6K (-$147.2K)

Filed 2026-10-22

Laurel OAK Wealth Management, LLC

DECREASED

Shares21,144 from 26,924

Change-5,780 (-21%)

Value$556.1K (-$155.2K)

Filed 2026-10-19

Darden Wealth Group Inc

INCREASED

Shares18,921 from 17,428

Change+1,493 (+9%)

Value$497.6K (+$37.2K)

Filed 2026-11-06

Tactive Advisors, LLC

INCREASED

Shares16,918 from 14,164

Change+2,754 (+19%)

Value$444.9K (+$70.7K)

Filed 2026-10-08

MGO One Seven LLC

DECREASED

Shares16,506 from 18,194

Change-1,688 (-9%)

Value$434.1K (-$46.6K)

Filed 2026-10-28

Koshinski Asset Management, Inc.

NEW

Shares16,499

Change+16,499

Value$433.9K

Filed 2026-10-29

Private Trust Co NA

INCREASED

Shares15,382 from 12,894

Change+2,488 (+19%)

Value$404.5K (+$63.9K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares14,404 from 14,226

Change+178 (+1%)

Value$379 (-$375.6K)

Filed 2026-11-02

Allworth Financial LP

INCREASED

Shares14,200 from 1,700

Change+12,500 (+735%)

Value$375.2K (+$330.3K)

Filed 2026-11-06

Mather Group, Llc.

INCREASED

Shares13,139 from 13,078

Change+61 (+0%)

Value$345.6K (+$35)

Filed 2026-10-14

PNC Financial Services Group, Inc.

NEW

Shares11,790

Change+11,790

Value$310.1K

Filed 2026-11-06

StoneX Group Inc.

NEW

Shares10,974

Change+10,974

Value$287.5K

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares10,846 from 12,205

Change-1,359 (-11%)

Value$285.3K (-$37.2K)

Filed 2026-11-02

Third View Private Wealth, LLC

NEW

Shares10,085

Change+10,085

Value$265.2K

Filed 2026-10-30

WMG Financial Advisors, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$264.2K ($0)

Filed 2026-10-28

Verity Asset Management, Inc.

DECREASED

Shares9,215 from 9,708

Change-493 (-5%)

Value$242.4K (-$14.1K)

Filed 2026-10-30

Baldwin Wealth Partners LLC

UNCHANGED

Shares9,098 from 9,098

Change0 (0%)

Value$239.3K (-$1.1K)

Filed 2026-10-13

Axos Invest Inc.

NEW

Shares8,348

Change+8,348

Value$219.5K

Filed 2026-10-21

Rossby Financial, LCC

NEW

Shares3,089

Change+3,089

Value$81.2K

Filed 2026-11-05

Nfsg Corp

UNCHANGED

Shares1,554 from 1,554

Change0 (0%)

Value$40.9K (-$187)

Filed 2026-10-15

Elevated Capital Advisors, LLC

DECREASED

Shares1,537 from 11,025

Change-9,488 (-86%)

Value$40.4K (-$250.9K)

Filed 2026-11-04

GK Wealth Management LLC

NEW

Shares323

Change+323

Value$8.5K

Filed 2026-10-09

Reyes Financial Architecture, Inc.

INCREASED

Shares320 from 250

Change+70 (+28%)

Value$8.4K (+$1.8K)

Filed 2026-10-22

Triumph Capital Management

UNCHANGED

Shares181 from 181

Change0 (0%)

Value$4.8K (-$22)

Filed 2026-10-14

High Point Wealth Management, LLC

INCREASED

Shares155 from 153

Change+2 (+1%)

Value$4.1K (+$47)

Filed 2026-11-05

BI Asset Management Fondsmaeglerselskab A/S

DECREASED

Shares138 from 1,960

Change-1,822 (-93%)

Value$4 (-$52.0K)

Filed 2026-10-22

Spurstone Advisory Services, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$368 (-$2)

Filed 2026-11-02

Guardian Financial Partners, LLC

CLOSED

Shares0 from 770,855

Change-770,855 (-100%)

Value$0 (-$20.4M)

Filed 2026-11-04

Barclays PLC

CLOSED

Shares0 from 194,400

Change-194,400 (-100%)

Value$0 (-$5.1M)

Filed 2026-11-06

Client First Investment Management LLC

CLOSED

Shares0 from 112,467

Change-112,467 (-100%)

Value$0 (-$3.0M)

Filed 2026-10-09

Nordwand Advisors, LLC

CLOSED

Shares0 from 22,600

Change-22,600 (-100%)

Value$0 (-$597.1K)

Filed 2026-11-05

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 13,113

Change-13,113 (-100%)

Value$0 (-$346.4K)

Filed 2026-10-21

Brookstone Capital Management

CLOSED

Shares0 from 12,889

Change-12,889 (-100%)

Value$0 (-$340.5K)

Filed 2026-10-22

Crestwood Advisors Group, LLC

CLOSED

Shares0 from 7,590

Change-7,590 (-100%)

Value$0 (-$200.5K)

Filed 2026-10-27

Highline Wealth Partners LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$5.3K)

Filed 2026-10-19

Assetmark, Inc

CLOSED

Shares0 from 64

Change-64 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-21

Ball & Co Wealth Management Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-11-05

Arax Advisory Partners

N/A

Shares— from 2,188,929

Change-2,188,929 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,870,670

Change-1,870,670 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 1,481,838

Change-1,481,838 (-100%)

Value—

Estate Planners Group, LLC

N/A

Shares— from 772,217

Change-772,217 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 642,610

Change-642,610 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 365,239

Change-365,239 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 225,787

Change-225,787 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 200,146

Change-200,146 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 187,206

Change-187,206 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 179,436

Change-179,436 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 156,040

Change-156,040 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 127,418

Change-127,418 (-100%)

Value—

Cedar Wealth Management, LLC

N/A

Shares— from 118,734

Change-118,734 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 110,679

Change-110,679 (-100%)

Value—

UBS Group AG

N/A

Shares— from 82,863

Change-82,863 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 82,276

Change-82,276 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 78,589

Change-78,589 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 74,941

Change-74,941 (-100%)

Value—

Seaview Investment Managers LLC

N/A

Shares— from 56,757

Change-56,757 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 48,395

Change-48,395 (-100%)

Value—

Knott David M Jr

N/A

Shares— from 47,807

Change-47,807 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 40,285

Change-40,285 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 34,486

Change-34,486 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 30,641

Change-30,641 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 25,874

Change-25,874 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 22,026

Change-22,026 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 21,647

Change-21,647 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 15,951

Change-15,951 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 15,514

Change-15,514 (-100%)

Value—

Strait & Sound Wealth Management LLC

N/A

Shares— from 15,095

Change-15,095 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 14,737

Change-14,737 (-100%)

Value—

Resolute Wealth Strategies, LLC

N/A

Shares— from 13,661

Change-13,661 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 12,876

Change-12,876 (-100%)

Value—

Prostatis Group LLC

N/A

Shares— from 12,484

Change-12,484 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 11,645

Change-11,645 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10,827

Change-10,827 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 10,607

Change-10,607 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 10,510

Change-10,510 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 10,409

Change-10,409 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 9,714

Change-9,714 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 8,632

Change-8,632 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 7,576

Change-7,576 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,285

Change-3,285 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,929

Change-2,929 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,216

Change-1,216 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 622

Change-622 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 101

Change-101 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 7

Change-7 (-100%)

Value—

FMR LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Security Benefit Life Insurance Co	DECREASED	1,183,957	1,625,576	-441,619	-27%	$42.9M	$31.1M	-$11.8M	2026-11-05
Atria Investments, Inc	INCREASED	696,007	677,733	+18,274	+3%	$17.9M	$18.3M	+$399.3K	2026-10-15
Founders Financial Securities LLC	NEW	372,020	—	+372,020	—	—	$9.8M	—	2026-10-28
Ocean Park Asset Management, LLC	NEW	333,500	—	+333,500	—	—	$8.8M	—	2026-10-21
Sound Income Strategies, LLC	DECREASED	325,205	330,517	-5,312	-2%	$8.7M	$8.5M	-$198.9K	2026-10-09
Gradient Investments LLC	INCREASED	304,237	302,753	+1,484	+0%	$8.0M	$8.0M	+$2.7K	2026-10-08
J2 Capital Management Inc	NEW	259,310	—	+259,310	—	—	$6.8M	—	2026-10-19
Basso Capital Management, L.P.	INCREASED	200,913	116,451	+84,462	+73%	$3.1M	$5.3M	+$2.2M	2026-10-30
Wespac Advisors, LLC	INCREASED	195,870	151,934	+43,936	+29%	$4.0M	$5.2M	+$1.1M	2026-10-26
Sowell Financial Services LLC	INCREASED	160,531	158,003	+2,528	+2%	$4.2M	$4.2M	+$47.5K	2026-10-23
Valeo Financial Advisors, LLC	UNCHANGED	123,764	123,764	0	0%	$3.3M	$3.3M	-$14.9K	2026-10-08
Farther Finance Advisors, LLC	INCREASED	108,873	102,958	+5,915	+6%	$2.7M	$2.9M	+$143.2K	2026-10-08
Kestra Advisory Services, LLC	DECREASED	73,246	74,396	-1,150	-2%	$2.0M	$1.9M	-$39.2K	2026-11-02
Primoris Wealth Advisors, LLC	DECREASED	69,950	92,450	-22,500	-24%	$2.4M	$1.8M	-$602.8K	2026-10-28
CWC Advisors, Llc.	DECREASED	68,207	142,226	-74,019	-52%	$3.8M	$1.8M	-$2.0M	2026-10-15
Rockport Wealth LLC	INCREASED	47,086	46,861	+225	+0%	$1.2M	$1.2M	+$317	2026-11-03
PFG Advisors	NEW	45,879	—	+45,879	—	—	$1.2M	—	2026-10-16
J.W. Cole Advisors, Inc.	NEW	31,736	—	+31,736	—	—	$834.7K	—	2026-11-05
Brucke Financial, Inc.	DECREASED	25,797	39,422	-13,625	-35%	$1.0M	$678.5K	-$363.1K	2026-10-23
Almanack Investment Partners, Llc.	DECREASED	22,664	25,199	-2,535	-10%	$665.8K	$596.1K	-$69.7K	2026-11-03
Griffin Asset Management, Inc.	DECREASED	22,342	27,813	-5,471	-20%	$734.8K	$587.6K	-$147.2K	2026-10-22
Laurel OAK Wealth Management, LLC	DECREASED	21,144	26,924	-5,780	-21%	$711.3K	$556.1K	-$155.2K	2026-10-19
Darden Wealth Group Inc	INCREASED	18,921	17,428	+1,493	+9%	$460.4K	$497.6K	+$37.2K	2026-11-06
Tactive Advisors, LLC	INCREASED	16,918	14,164	+2,754	+19%	$374.2K	$444.9K	+$70.7K	2026-10-08
MGO One Seven LLC	DECREASED	16,506	18,194	-1,688	-9%	$480.7K	$434.1K	-$46.6K	2026-10-28
Koshinski Asset Management, Inc.	NEW	16,499	—	+16,499	—	—	$433.9K	—	2026-10-29
Private Trust Co NA	INCREASED	15,382	12,894	+2,488	+19%	$340.7K	$404.5K	+$63.9K	2026-10-20
Cambridge Investment Research Advisors, Inc.	INCREASED	14,404	14,226	+178	+1%	$376.0K	$379	-$375.6K	2026-11-02
Allworth Financial LP	INCREASED	14,200	1,700	+12,500	+735%	$44.9K	$375.2K	+$330.3K	2026-11-06
Mather Group, Llc.	INCREASED	13,139	13,078	+61	+0%	$345.5K	$345.6K	+$35	2026-10-14
PNC Financial Services Group, Inc.	NEW	11,790	—	+11,790	—	—	$310.1K	—	2026-11-06
StoneX Group Inc.	NEW	10,974	—	+10,974	—	—	$287.5K	—	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	10,846	12,205	-1,359	-11%	$322.5K	$285.3K	-$37.2K	2026-11-02
Third View Private Wealth, LLC	NEW	10,085	—	+10,085	—	—	$265.2K	—	2026-10-30
WMG Financial Advisors, LLC	UNCHANGED	10,000	10,000	0	0%	$264.2K	$264.2K	$0	2026-10-28
Verity Asset Management, Inc.	DECREASED	9,215	9,708	-493	-5%	$256.5K	$242.4K	-$14.1K	2026-10-30
Baldwin Wealth Partners LLC	UNCHANGED	9,098	9,098	0	0%	$240.4K	$239.3K	-$1.1K	2026-10-13
Axos Invest Inc.	NEW	8,348	—	+8,348	—	—	$219.5K	—	2026-10-21
Rossby Financial, LCC	NEW	3,089	—	+3,089	—	—	$81.2K	—	2026-11-05
Nfsg Corp	UNCHANGED	1,554	1,554	0	0%	$41.1K	$40.9K	-$187	2026-10-15
Elevated Capital Advisors, LLC	DECREASED	1,537	11,025	-9,488	-86%	$291.3K	$40.4K	-$250.9K	2026-11-04
GK Wealth Management LLC	NEW	323	—	+323	—	—	$8.5K	—	2026-10-09
Reyes Financial Architecture, Inc.	INCREASED	320	250	+70	+28%	$6.6K	$8.4K	+$1.8K	2026-10-22
Triumph Capital Management	UNCHANGED	181	181	0	0%	$4.8K	$4.8K	-$22	2026-10-14
High Point Wealth Management, LLC	INCREASED	155	153	+2	+1%	$4.0K	$4.1K	+$47	2026-11-05
BI Asset Management Fondsmaeglerselskab A/S	DECREASED	138	1,960	-1,822	-93%	$52.0K	$4	-$52.0K	2026-10-22
Spurstone Advisory Services, LLC	UNCHANGED	14	14	0	0%	$370	$368	-$2	2026-11-02
Guardian Financial Partners, LLC	CLOSED	0	770,855	-770,855	-100%	$20.4M	$0	-$20.4M	2026-11-04
Barclays PLC	CLOSED	0	194,400	-194,400	-100%	$5.1M	$0	-$5.1M	2026-11-06
Client First Investment Management LLC	CLOSED	0	112,467	-112,467	-100%	$3.0M	$0	-$3.0M	2026-10-09
Nordwand Advisors, LLC	CLOSED	0	22,600	-22,600	-100%	$597.1K	$0	-$597.1K	2026-11-05
Axxcess Wealth Management, LLC	CLOSED	0	13,113	-13,113	-100%	$346.4K	$0	-$346.4K	2026-10-21
Brookstone Capital Management	CLOSED	0	12,889	-12,889	-100%	$340.5K	$0	-$340.5K	2026-10-22
Crestwood Advisors Group, LLC	CLOSED	0	7,590	-7,590	-100%	$200.5K	$0	-$200.5K	2026-10-27
Highline Wealth Partners LLC	CLOSED	0	200	-200	-100%	$5.3K	$0	-$5.3K	2026-10-19
Assetmark, Inc	CLOSED	0	64	-64	-100%	$1.7K	$0	-$1.7K	2026-10-21
Ball & Co Wealth Management Inc.	CLOSED	0	0	0	—	$0	$0	$0	2026-11-05
Arax Advisory Partners	N/A	—	2,188,929	-2,188,929	-100%	$57.8M	—	—	—
Morgan Stanley	N/A	—	1,870,670	-1,870,670	-100%	$49.4M	—	—	—
Focus Partners Wealth	N/A	—	1,481,838	-1,481,838	-100%	$39.2M	—	—	—
Estate Planners Group, LLC	N/A	—	772,217	-772,217	-100%	$20.4M	—	—	—
Mariner, LLC	N/A	—	642,610	-642,610	-100%	$17.0M	—	—	—
LPL Financial LLC	N/A	—	365,239	-365,239	-100%	$9.6M	—	—	—
Stifel Financial Corp	N/A	—	225,787	-225,787	-100%	$6.0M	—	—	—
Inspire Advisors, LLC	N/A	—	200,146	-200,146	-100%	$5.3M	—	—	—
Copia Wealth Management	N/A	—	187,206	-187,206	-100%	$4.9M	—	—	—
Navis Wealth Advisors, LLC	N/A	—	179,436	-179,436	-100%	$4.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	156,040	-156,040	-100%	$4.1M	—	—	—
Ethos Financial Group, LLC	N/A	—	127,418	-127,418	-100%	$3.4M	—	—	—
Cedar Wealth Management, LLC	N/A	—	118,734	-118,734	-100%	$3.1M	—	—	—
Impact Partnership Wealth, LLC	N/A	—	110,679	-110,679	-100%	$2.9M	—	—	—
UBS Group AG	N/A	—	82,863	-82,863	-100%	$2.2M	—	—	—
Insigneo Advisory Services, LLC	N/A	—	82,276	-82,276	-100%	$2.2M	—	—	—
Nuveen, LLC	N/A	—	78,589	-78,589	-100%	$2.1M	—	—	—
Bank of Montreal	N/A	—	74,941	-74,941	-100%	$2.0M	—	—	—
Seaview Investment Managers LLC	N/A	—	56,757	-56,757	-100%	$1.5M	—	—	—
Hilltop Holdings Inc.	N/A	—	48,395	-48,395	-100%	$1.3M	—	—	—
Knott David M Jr	N/A	—	47,807	-47,807	-100%	$1.3M	—	—	—
Maridea Wealth Management LLC	N/A	—	40,285	-40,285	-100%	$1.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	34,486	-34,486	-100%	$911.1K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	30,641	-30,641	-100%	$809.5K	—	—	—
Advyzon Investment Management, LLC	N/A	—	25,874	-25,874	-100%	$683.6K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	22,026	-22,026	-100%	$581.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	21,647	-21,647	-100%	$572.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	15,951	-15,951	-100%	$421.4K	—	—	—
MML Investors Services, LLC	N/A	—	15,514	-15,514	-100%	$409.9K	—	—	—
Strait & Sound Wealth Management LLC	N/A	—	15,095	-15,095	-100%	$398.8K	—	—	—
Capital Advisor Network LLC	N/A	—	14,737	-14,737	-100%	$389.4K	—	—	—
Resolute Wealth Strategies, LLC	N/A	—	13,661	-13,661	-100%	$360.9K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	12,876	-12,876	-100%	$340.2K	—	—	—
Prostatis Group LLC	N/A	—	12,484	-12,484	-100%	$329.8K	—	—	—
HighTower Advisors, LLC	N/A	—	11,645	-11,645	-100%	$307.7K	—	—	—
Harbour Investments, Inc.	N/A	—	10,827	-10,827	-100%	$286.0K	—	—	—
Brookwood Investment Group LLC	N/A	—	10,607	-10,607	-100%	$280.2K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	10,510	-10,510	-100%	$277.7K	—	—	—
Kintra Wealth, LLC	N/A	—	10,409	-10,409	-100%	$274.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	9,714	-9,714	-100%	$256.6K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	8,632	-8,632	-100%	$228.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	7,576	-7,576	-100%	$200.0K	—	—	—
Royal Bank of Canada	N/A	—	4,700	-4,700	-100%	$124.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,285	-3,285	-100%	$86.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,929	-2,929	-100%	$77.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,216	-1,216	-100%	$32.1K	—	—	—
BFC Planning, Inc.	N/A	—	622	-622	-100%	$16.4K	—	—	—
SHP Wealth Management	N/A	—	101	-101	-100%	$2.7K	—	—	—
Wells Fargo & Company	N/A	—	7	-7	-100%	$179	—	—	—
FMR LLC	N/A	—	2	-2	-100%	$53	—	—	—

Showing 107 of 107 institutions