Simplify High Yield ETF (CDX)

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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Signature Estate & Investment Advisors LLC

INCREASED

Shares1,975,982 from 1,941,740

Change+34,242 (+2%)

Value$39.9M (-$1.2M)

Filed 2026-10-13

Park Edge Advisors, LLC

DECREASED

Shares606,398 from 772,287

Change-165,889 (-21%)

Value$12.2M (-$4.1M)

Filed 2026-10-28

Insight Wealth Strategies, LLC

DECREASED

Shares566,973 from 764,328

Change-197,355 (-26%)

Value$11.4M (-$4.6M)

Filed 2026-10-09

Flagship Harbor Advisors, LLC

INCREASED

Shares325,275 from 318,211

Change+7,064 (+2%)

Value$6.6M (-$159.8K)

Filed 2026-10-26

Meridian Wealth Management, LLC

INCREASED

Shares322,207 from 314,635

Change+7,572 (+2%)

Value$6.5M (-$146.2K)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares317,182 from 367,962

Change-50,780 (-14%)

Value$6.4M (-$1.4M)

Filed 2026-11-06

Soltis Investment Advisors LLC

DECREASED

Shares242,565 from 273,003

Change-30,438 (-11%)

Value$4.9M (-$873.3K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares182,785 from 172,024

Change+10,761 (+6%)

Value$3.7M (+$53.6K)

Filed 2026-11-02

Fifth Third Securities, Inc.

INCREASED

Shares171,264 from 165,206

Change+6,058 (+4%)

Value$3.5M (-$34.7K)

Filed 2026-10-21

Advisor OS, LLC

INCREASED

Shares160,062 from 79,922

Change+80,140 (+100%)

Value$3.2M (+$1.5M)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

NEW

Shares122,839

Change+122,839

Value$2.5K

Filed 2026-11-02

Centennial Wealth Advisory LLC

INCREASED

Shares100,079 from 99,052

Change+1,027 (+1%)

Value$2.0M (-$73.3K)

Filed 2026-10-16

Pekin Hardy Strauss, Inc.

DECREASED

Shares92,537 from 96,820

Change-4,283 (-4%)

Value$1.9M (-$178.4K)

Filed 2026-11-02

BayBridge Capital Group, LLC

INCREASED

Shares66,979 from 25,446

Change+41,533 (+163%)

Value$1.4M (+$813.6K)

Filed 2026-10-13

Mosley Wealth Management

INCREASED

Shares62,384 from 51,665

Change+10,719 (+21%)

Value$1.3M (+$171.5K)

Filed 2026-10-16

Retirement Planning Group, LLC

INCREASED

Shares56,771 from 53,616

Change+3,155 (+6%)

Value$1.1M (+$12.7K)

Filed 2026-10-19

SteelPeak Wealth, LLC

INCREASED

Shares46,487 from 23,544

Change+22,943 (+97%)

Value$937.6K (+$440.4K)

Filed 2026-10-16

Independent Wealth Advisors LLC

DECREASED

Shares37,230 from 45,848

Change-8,618 (-19%)

Value$750.9K (-$217.4K)

Filed 2026-10-27

Norden Group LLC

INCREASED

Shares31,562 from 29,092

Change+2,470 (+8%)

Value$636.6K (+$22.2K)

Filed 2026-10-20

Cooper Financial Group

INCREASED

Shares30,041 from 30,024

Change+17 (+0%)

Value$605.9K (-$28.2K)

Filed 2026-10-07

Partners Wealth Management, LLC

NEW

Shares27,742

Change+27,742

Value$559.6K

Filed 2026-10-28

Advisor Resource Council

DECREASED

Shares26,444 from 32,003

Change-5,559 (-17%)

Value$535.2K (-$135.9K)

Filed 2026-11-05

Synergy Asset Management, LLC

DECREASED

Shares24,760 from 25,555

Change-795 (-3%)

Value$499.4K (-$40.3K)

Filed 2026-11-05

Kestra Advisory Services, LLC

DECREASED

Shares18,616 from 19,073

Change-457 (-2%)

Value$375.5K (-$27.3K)

Filed 2026-11-02

Heck Capital Advisors, LLC

INCREASED

Shares18,485 from 17,900

Change+585 (+3%)

Value$372.9K (-$5.2K)

Filed 2026-10-14

WealthCare Asset Management, LLC

DECREASED

Shares17,888 from 34,128

Change-16,240 (-48%)

Value$360.8K (-$360.0K)

Filed 2026-10-26

Lanark Financial, Inc.

INCREASED

Shares16,284 from 13,616

Change+2,668 (+20%)

Value$328.4K (+$40.9K)

Filed 2026-10-26

Park Avenue Securities LLC

DECREASED

Shares15,310 from 15,512

Change-202 (-1%)

Value$309 (-$327.7K)

Filed 2026-10-26

MFG Investments, LLC

NEW

Shares12,671

Change+12,671

Value$255.6K

Filed 2026-10-30

Cambridge Advisors Inc.

INCREASED

Shares11,631 from 11,289

Change+342 (+3%)

Value$234.6K (-$3.8K)

Filed 2026-10-19

Realta Investment Advisors

INCREASED

Shares10,082 from 9,897

Change+185 (+2%)

Value$203.4K (-$5.7K)

Filed 2026-10-14

Mather Group, Llc.

DECREASED

Shares8,519 from 8,657

Change-138 (-2%)

Value$171.8K (-$11.0K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

UNCHANGED

Shares8,100 from 8,100

Change0 (0%)

Value$163.4K (-$7.7K)

Filed 2026-11-06

Triumph Capital Management

DECREASED

Shares6,432 from 9,762

Change-3,330 (-34%)

Value$129.7K (-$76.4K)

Filed 2026-10-14

Signature Equity Partners, LLC

DECREASED

Shares876 from 942

Change-66 (-7%)

Value$17.7K (-$2.2K)

Filed 2026-10-29

Fifth Third Bancorp

NEW

Shares670

Change+670

Value$13.5K

Filed 2026-11-05

Ascentis Independent Advisors

NEW

Shares670

Change+670

Value$13.5K

Filed 2026-11-03

Key Capital Management, Inc

UNCHANGED

Shares121 from 121

Change0 (0%)

Value$2.4K (-$115)

Filed 2026-11-03

Silver Grove Financial Group, Inc.

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$1.3K (-$63)

Filed 2026-11-05

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$1.2K (-$58)

Filed 2026-10-16

Quest 10 Wealth Builders, Inc.

DECREASED

Shares60 from 63

Change-3 (-5%)

Value$1.2K (-$121)

Filed 2026-11-02

Elevated Capital Advisors, LLC

INCREASED

Shares42 from 41

Change+1 (+2%)

Value$843 (-$23)

Filed 2026-11-04

Assetmark, Inc

NEW

Shares38

Change+38

Value$766

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares20 from 21

Change-1 (-5%)

Value$403 (-$41)

Filed 2026-10-08

Altiora Financial Group, LLC

CLOSED

Shares0 from 572,852

Change-572,852 (-100%)

Value$0 (-$12.1M)

Filed 2026-11-04

Security National Bank

CLOSED

Shares0 from 173,368

Change-173,368 (-100%)

Value$0 (-$3.7M)

Filed 2026-10-26

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 54,500

Change-54,500 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-16

Almanack Investment Partners, Llc.

CLOSED

Shares0 from 33,098

Change-33,098 (-100%)

Value$0 (-$699.0K)

Filed 2026-11-03

GFS Advisors, LLC

CLOSED

Shares0 from 13,625

Change-13,625 (-100%)

Value$0 (-$268.6K)

Filed 2026-11-03

Prime Capital Investment Advisors, LLC

CLOSED

Shares0 from 12,404

Change-12,404 (-100%)

Value$0 (-$262.0K)

Filed 2026-10-20

MBA Advisors LLC

CLOSED

Shares0 from 11,761

Change-11,761 (-100%)

Value$0 (-$248.4K)

Filed 2026-10-29

Central Trust Co

CLOSED

Shares0 from 188

Change-188 (-100%)

Value$0 (-$4.0K)

Filed 2026-11-05

Clearstead Advisors, LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$3.2K)

Filed 2026-11-06

Larson Financial Group LLC

UNCHANGED

Shares0 from 0

Change0

Value$9 ($0)

Filed 2026-11-05

Envestnet Asset Management Inc

N/A

Shares— from 1,655,982

Change-1,655,982 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,184,163

Change-1,184,163 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 432,404

Change-432,404 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 374,924

Change-374,924 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 373,393

Change-373,393 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 267,497

Change-267,497 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 256,662

Change-256,662 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 250,086

Change-250,086 (-100%)

Value—

SlateStone Wealth, LLC

N/A

Shares— from 232,405

Change-232,405 (-100%)

Value—

Adapt Wealth Advisors, LLC

N/A

Shares— from 201,459

Change-201,459 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 199,619

Change-199,619 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 138,183

Change-138,183 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 134,820

Change-134,820 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 127,672

Change-127,672 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 82,136

Change-82,136 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 62,272

Change-62,272 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 60,280

Change-60,280 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 59,261

Change-59,261 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 46,450

Change-46,450 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 45,947

Change-45,947 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 44,206

Change-44,206 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 43,300

Change-43,300 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 33,481

Change-33,481 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 28,075

Change-28,075 (-100%)

Value—

Fortis Capital Advisors, LLC

N/A

Shares— from 22,148

Change-22,148 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 21,959

Change-21,959 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 17,651

Change-17,651 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 17,497

Change-17,497 (-100%)

Value—

Stephens Inc

N/A

Shares— from 14,989

Change-14,989 (-100%)

Value—

Trajan Wealth LLC

N/A

Shares— from 14,738

Change-14,738 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 14,685

Change-14,685 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 12,613

Change-12,613 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 7,800

Change-7,800 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 7,336

Change-7,336 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 4,666

Change-4,666 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 3,033

Change-3,033 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 2,008

Change-2,008 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,655

Change-1,655 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 758

Change-758 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 554

Change-554 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 365

Change-365 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 74

Change-74 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 13

Change-13 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Signature Estate & Investment Advisors LLC	INCREASED	1,975,982	1,941,740	+34,242	+2%	$41.0M	$39.9M	-$1.2M	2026-10-13
Park Edge Advisors, LLC	DECREASED	606,398	772,287	-165,889	-21%	$16.3M	$12.2M	-$4.1M	2026-10-28
Insight Wealth Strategies, LLC	DECREASED	566,973	764,328	-197,355	-26%	$16.0M	$11.4M	-$4.6M	2026-10-09
Flagship Harbor Advisors, LLC	INCREASED	325,275	318,211	+7,064	+2%	$6.7M	$6.6M	-$159.8K	2026-10-26
Meridian Wealth Management, LLC	INCREASED	322,207	314,635	+7,572	+2%	$6.6M	$6.5M	-$146.2K	2026-11-05
LPL Financial LLC	DECREASED	317,182	367,962	-50,780	-14%	$7.8M	$6.4M	-$1.4M	2026-11-06
Soltis Investment Advisors LLC	DECREASED	242,565	273,003	-30,438	-11%	$5.8M	$4.9M	-$873.3K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	182,785	172,024	+10,761	+6%	$3.6M	$3.7M	+$53.6K	2026-11-02
Fifth Third Securities, Inc.	INCREASED	171,264	165,206	+6,058	+4%	$3.5M	$3.5M	-$34.7K	2026-10-21
Advisor OS, LLC	INCREASED	160,062	79,922	+80,140	+100%	$1.7M	$3.2M	+$1.5M	2026-11-03
Cambridge Investment Research Advisors, Inc.	NEW	122,839	—	+122,839	—	—	$2.5K	—	2026-11-02
Centennial Wealth Advisory LLC	INCREASED	100,079	99,052	+1,027	+1%	$2.1M	$2.0M	-$73.3K	2026-10-16
Pekin Hardy Strauss, Inc.	DECREASED	92,537	96,820	-4,283	-4%	$2.0M	$1.9M	-$178.4K	2026-11-02
BayBridge Capital Group, LLC	INCREASED	66,979	25,446	+41,533	+163%	$537.4K	$1.4M	+$813.6K	2026-10-13
Mosley Wealth Management	INCREASED	62,384	51,665	+10,719	+21%	$1.1M	$1.3M	+$171.5K	2026-10-16
Retirement Planning Group, LLC	INCREASED	56,771	53,616	+3,155	+6%	$1.1M	$1.1M	+$12.7K	2026-10-19
SteelPeak Wealth, LLC	INCREASED	46,487	23,544	+22,943	+97%	$497.3K	$937.6K	+$440.4K	2026-10-16
Independent Wealth Advisors LLC	DECREASED	37,230	45,848	-8,618	-19%	$968.3K	$750.9K	-$217.4K	2026-10-27
Norden Group LLC	INCREASED	31,562	29,092	+2,470	+8%	$614.4K	$636.6K	+$22.2K	2026-10-20
Cooper Financial Group	INCREASED	30,041	30,024	+17	+0%	$634.1K	$605.9K	-$28.2K	2026-10-07
Partners Wealth Management, LLC	NEW	27,742	—	+27,742	—	—	$559.6K	—	2026-10-28
Advisor Resource Council	DECREASED	26,444	32,003	-5,559	-17%	$671.1K	$535.2K	-$135.9K	2026-11-05
Synergy Asset Management, LLC	DECREASED	24,760	25,555	-795	-3%	$539.7K	$499.4K	-$40.3K	2026-11-05
Kestra Advisory Services, LLC	DECREASED	18,616	19,073	-457	-2%	$402.8K	$375.5K	-$27.3K	2026-11-02
Heck Capital Advisors, LLC	INCREASED	18,485	17,900	+585	+3%	$378.0K	$372.9K	-$5.2K	2026-10-14
WealthCare Asset Management, LLC	DECREASED	17,888	34,128	-16,240	-48%	$720.8K	$360.8K	-$360.0K	2026-10-26
Lanark Financial, Inc.	INCREASED	16,284	13,616	+2,668	+20%	$287.6K	$328.4K	+$40.9K	2026-10-26
Park Avenue Securities LLC	DECREASED	15,310	15,512	-202	-1%	$328.0K	$309	-$327.7K	2026-10-26
MFG Investments, LLC	NEW	12,671	—	+12,671	—	—	$255.6K	—	2026-10-30
Cambridge Advisors Inc.	INCREASED	11,631	11,289	+342	+3%	$238.4K	$234.6K	-$3.8K	2026-10-19
Realta Investment Advisors	INCREASED	10,082	9,897	+185	+2%	$209.0K	$203.4K	-$5.7K	2026-10-14
Mather Group, Llc.	DECREASED	8,519	8,657	-138	-2%	$182.8K	$171.8K	-$11.0K	2026-10-14
PNC Financial Services Group, Inc.	UNCHANGED	8,100	8,100	0	0%	$171.1K	$163.4K	-$7.7K	2026-11-06
Triumph Capital Management	DECREASED	6,432	9,762	-3,330	-34%	$206.2K	$129.7K	-$76.4K	2026-10-14
Signature Equity Partners, LLC	DECREASED	876	942	-66	-7%	$19.9K	$17.7K	-$2.2K	2026-10-29
Fifth Third Bancorp	NEW	670	—	+670	—	—	$13.5K	—	2026-11-05
Ascentis Independent Advisors	NEW	670	—	+670	—	—	$13.5K	—	2026-11-03
Key Capital Management, Inc	UNCHANGED	121	121	0	0%	$2.6K	$2.4K	-$115	2026-11-03
Silver Grove Financial Group, Inc.	UNCHANGED	66	66	0	0%	$1.4K	$1.3K	-$63	2026-11-05
Halbert Hargrove Global Advisors, LLC	UNCHANGED	61	61	0	0%	$1.3K	$1.2K	-$58	2026-10-16
Quest 10 Wealth Builders, Inc.	DECREASED	60	63	-3	-5%	$1.3K	$1.2K	-$121	2026-11-02
Elevated Capital Advisors, LLC	INCREASED	42	41	+1	+2%	$866	$843	-$23	2026-11-04
Assetmark, Inc	NEW	38	—	+38	—	—	$766	—	2026-10-21
Farther Finance Advisors, LLC	DECREASED	20	21	-1	-5%	$444	$403	-$41	2026-10-08
Altiora Financial Group, LLC	CLOSED	0	572,852	-572,852	-100%	$12.1M	$0	-$12.1M	2026-11-04
Security National Bank	CLOSED	0	173,368	-173,368	-100%	$3.7M	$0	-$3.7M	2026-10-26
TD Waterhouse Canada Inc.	CLOSED	0	54,500	-54,500	-100%	$1.1M	$0	-$1.1M	2026-10-16
Almanack Investment Partners, Llc.	CLOSED	0	33,098	-33,098	-100%	$699.0K	$0	-$699.0K	2026-11-03
GFS Advisors, LLC	CLOSED	0	13,625	-13,625	-100%	$268.6K	$0	-$268.6K	2026-11-03
Prime Capital Investment Advisors, LLC	CLOSED	0	12,404	-12,404	-100%	$262.0K	$0	-$262.0K	2026-10-20
MBA Advisors LLC	CLOSED	0	11,761	-11,761	-100%	$248.4K	$0	-$248.4K	2026-10-29
Central Trust Co	CLOSED	0	188	-188	-100%	$4.0K	$0	-$4.0K	2026-11-05
Clearstead Advisors, LLC	CLOSED	0	150	-150	-100%	$3.2K	$0	-$3.2K	2026-11-06
Larson Financial Group LLC	UNCHANGED	0	0	0	—	$9	$9	$0	2026-11-05
Envestnet Asset Management Inc	N/A	—	1,655,982	-1,655,982	-100%	$35.0M	—	—	—
AE Wealth Management LLC	N/A	—	1,184,163	-1,184,163	-100%	$25.0M	—	—	—
Principal Securities, Inc.	N/A	—	432,404	-432,404	-100%	$9.1M	—	—	—
Drive Wealth Management, LLC	N/A	—	374,924	-374,924	-100%	$7.9M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	373,393	-373,393	-100%	$7.9M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	267,497	-267,497	-100%	$5.6M	—	—	—
WCG Wealth Advisors LLC	N/A	—	256,662	-256,662	-100%	$5.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	250,086	-250,086	-100%	$5.3M	—	—	—
SlateStone Wealth, LLC	N/A	—	232,405	-232,405	-100%	$4.9M	—	—	—
Adapt Wealth Advisors, LLC	N/A	—	201,459	-201,459	-100%	$4.3M	—	—	—
Focus Partners Wealth	N/A	—	199,619	-199,619	-100%	$4.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	138,183	-138,183	-100%	$2.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	134,820	-134,820	-100%	$2.8M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	127,672	-127,672	-100%	$2.7M	—	—	—
Arkadios Wealth Advisors	N/A	—	82,136	-82,136	-100%	$1.7M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	62,272	-62,272	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	60,280	-60,280	-100%	$1.3M	—	—	—
Advisory Services Network, LLC	N/A	—	59,261	-59,261	-100%	$1.3M	—	—	—
CIBC World Market Inc.	N/A	—	46,450	-46,450	-100%	$981.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	45,947	-45,947	-100%	$970.4K	—	—	—
MML Investors Services, LLC	N/A	—	44,206	-44,206	-100%	$933.6K	—	—	—
Regatta Research & Money Management	N/A	—	43,300	-43,300	-100%	$914.5K	—	—	—
Belpointe Asset Management LLC	N/A	—	33,481	-33,481	-100%	$707.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	28,075	-28,075	-100%	$593.0K	—	—	—
Fortis Capital Advisors, LLC	N/A	—	22,148	-22,148	-100%	$467.8K	—	—	—
HighTower Advisors, LLC	N/A	—	21,959	-21,959	-100%	$463.8K	—	—	—
Bank of America Corp	N/A	—	17,651	-17,651	-100%	$372.8K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	17,497	-17,497	-100%	$369.5K	—	—	—
Stephens Inc	N/A	—	14,989	-14,989	-100%	$316.6K	—	—	—
Trajan Wealth LLC	N/A	—	14,738	-14,738	-100%	$311.3K	—	—	—
Cetera Investment Advisers	N/A	—	14,685	-14,685	-100%	$310.2K	—	—	—
HRT Financial LP	N/A	—	12,613	-12,613	-100%	$266.0K	—	—	—
JPMorgan Chase & Co	N/A	—	7,800	-7,800	-100%	$163.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	7,336	-7,336	-100%	$154.9K	—	—	—
Luminist Capital LLC	N/A	—	4,666	-4,666	-100%	$98.5K	—	—	—
Ankerstar Wealth, LLC	N/A	—	3,033	-3,033	-100%	$64.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	2,008	-2,008	-100%	$42.4K	—	—	—
Royal Bank of Canada	N/A	—	1,655	-1,655	-100%	$35.0K	—	—	—
Arax Advisory Partners	N/A	—	758	-758	-100%	$16.0K	—	—	—
Wells Fargo & Company	N/A	—	554	-554	-100%	$11.7K	—	—	—
IFG Advisory, LLC	N/A	—	365	-365	-100%	$7.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	74	-74	-100%	$1.6K	—	—	—
Harbour Investments, Inc.	N/A	—	13	-13	-100%	$275	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$29	—	—	—

Showing 98 of 98 institutions