Nasdaq 7 Handl Index ETF (HNDL)

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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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares434,667 from 426,309

Change+8,358 (+2%)

Value$9.4K (-$9.7M)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares161,895 from 70,399

Change+91,496 (+130%)

Value$3.5M (+$1.9M)

Filed 2026-11-02

Nfsg Corp

INCREASED

Shares111,325 from 106,418

Change+4,907 (+5%)

Value$2.4M (-$31.8K)

Filed 2026-10-15

Creative Planning

DECREASED

Shares65,961 from 72,247

Change-6,286 (-9%)

Value$1.4M (-$228.8K)

Filed 2026-11-02

Larson Financial Group LLC

DECREASED

Shares60,125 from 61,290

Change-1,165 (-2%)

Value$1.3M (-$104.3K)

Filed 2026-11-05

OxenFree Capital LLC

DECREASED

Shares52,591 from 53,708

Change-1,117 (-2%)

Value$1.2M (-$75.1K)

Filed 2026-10-07

RFG Advisory, LLC

DECREASED

Shares46,095 from 47,859

Change-1,764 (-4%)

Value$993.3K (-$99.9K)

Filed 2026-11-03

J.W. Cole Advisors, Inc.

INCREASED

Shares45,989 from 42,687

Change+3,302 (+8%)

Value$991.1K (+$16.0K)

Filed 2026-11-05

Sowell Financial Services LLC

INCREASED

Shares40,252 from 40,232

Change+20 (+0%)

Value$867.4K (-$51.6K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares35,222 from 35,095

Change+127 (+0%)

Value$759.0K (-$42.6K)

Filed 2026-11-02

Nations Financial Group Inc,

INCREASED

Shares22,818 from 16,081

Change+6,737 (+42%)

Value$491.7K (+$124.4K)

Filed 2026-11-05

Beam Wealth Advisors, Inc.

INCREASED

Shares21,406 from 21,207

Change+199 (+1%)

Value$461.3K (-$23.1K)

Filed 2026-11-03

Asset Allocation Strategies LLC

INCREASED

Shares17,219 from 16,960

Change+259 (+2%)

Value$371.1K (-$16.4K)

Filed 2026-10-20

Realta Investment Advisors

INCREASED

Shares16,631 from 10,827

Change+5,804 (+54%)

Value$358.4K (+$111.1K)

Filed 2026-10-14

Accel Wealth Management

DECREASED

Shares16,303 from 19,339

Change-3,036 (-16%)

Value$351.3K (-$90.4K)

Filed 2026-10-13

Lido Advisors, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$323.3K (-$19.4K)

Filed 2026-11-04

Dynamic Advisor Solutions LLC

INCREASED

Shares14,455 from 14,371

Change+84 (+1%)

Value$311.5K (-$16.8K)

Filed 2026-10-13

Independent Financial Group, LLC

INCREASED

Shares14,149 from 11,589

Change+2,560 (+22%)

Value$304.9K (+$40.2K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares13,384 from 11,748

Change+1,636 (+14%)

Value$288.4K (+$20.1K)

Filed 2026-10-30

Prospera Financial Services Inc

INCREASED

Shares13,208 from 12,880

Change+328 (+3%)

Value$291.4K (-$2.8K)

Filed 2026-11-04

IMG Wealth Management, Inc.

UNCHANGED

Shares12,469 from 12,469

Change0 (0%)

Value$268.7K (-$16.1K)

Filed 2026-10-27

Wedbush Securities Inc

DECREASED

Shares11,550 from 11,772

Change-222 (-2%)

Value$249 (-$268.8K)

Filed 2026-10-22

MGO One Seven LLC

DECREASED

Shares10,998 from 11,966

Change-968 (-8%)

Value$237.0K (-$36.3K)

Filed 2026-10-28

CoreCap Advisors, LLC

UNCHANGED

Shares10,881 from 10,881

Change0 (0%)

Value$234.5K (-$14.1K)

Filed 2026-10-08

Wealthcare Advisory Partners LLC

UNCHANGED

Shares10,168 from 10,168

Change0 (0%)

Value$219.1K (-$13.1K)

Filed 2026-10-21

Meadowbrook Wealth Management, LLC

UNCHANGED

Shares10,100 from 10,100

Change0 (0%)

Value$217.7K (-$12.1K)

Filed 2026-10-08

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares9,857 from 9,857

Change0 (0%)

Value$212.4K (-$12.7K)

Filed 2026-10-05

Concurrent Investment Advisors, LLC

NEW

Shares9,455

Change+9,455

Value$203.7K

Filed 2026-10-16

Spire Wealth Management

DECREASED

Shares7,415 from 9,036

Change-1,621 (-18%)

Value$159.8K (-$46.6K)

Filed 2026-10-30

Farther Finance Advisors, LLC

DECREASED

Shares3,725 from 3,897

Change-172 (-4%)

Value$80.3K (-$8.7K)

Filed 2026-10-08

Lanark Financial, Inc.

INCREASED

Shares3,711 from 3,710

Change+1 (+0%)

Value$80.0K (-$4.8K)

Filed 2026-10-26

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,610 from 1,610

Change0 (0%)

Value$34.7K (-$2.1K)

Filed 2026-10-23

Private Wealth Management Group, LLC

UNCHANGED

Shares852 from 852

Change0 (0%)

Value$18.4K (-$1.1K)

Filed 2026-10-19

Noble Wealth Management PBC

UNCHANGED

Shares817 from 817

Change0 (0%)

Value$17.6K (-$1.1K)

Filed 2026-10-01

IFP Advisors, Inc

INCREASED

Shares674 from 634

Change+40 (+6%)

Value$14.5K (+$43)

Filed 2026-10-16

Asset Dedication, LLC

UNCHANGED

Shares565 from 565

Change0 (0%)

Value$12.2K (-$730)

Filed 2026-11-03

Vision Financial Markets LLC

INCREASED

Shares545 from 536

Change+9 (+2%)

Value$11.8K (-$428)

Filed 2026-10-22

Investors Research Corp

UNCHANGED

Shares503 from 503

Change0 (0%)

Value$10.8K (-$650)

Filed 2026-10-07

Cape Investment Advisory, Inc.

UNCHANGED

Shares502 from 502

Change0 (0%)

Value$10.8K (-$649)

Filed 2026-10-13

North Star Investment Management Corp.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$10.8K (-$646)

Filed 2026-10-27

Vermillion Wealth Management, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$10.8K (-$646)

Filed 2026-10-26

Latitude Advisors, LLC

NEW

Shares64

Change+64

Value$1.4K

Filed 2026-10-27

JFS Wealth Advisors, LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$906 (-$54)

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$259 (-$15)

Filed 2026-10-21

Creative Financial Designs Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$21 (-$1)

Filed 2026-11-04

Wellington Shields & Co., LLC

CLOSED

Shares0 from 49,225

Change-49,225 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-03

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 2,190

Change-2,190 (-100%)

Value$0 (-$50.0K)

Filed 2026-11-03

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$11.4K)

Filed 2026-10-26

Main Street Group, LTD

CLOSED

Shares0 from 223

Change-223 (-100%)

Value$0 (-$5.1K)

Filed 2026-10-28

Glass Jacobson Investment Advisors llc

CLOSED

Shares0 from 155

Change-155 (-100%)

Value$0 (-$3.5K)

Filed 2026-10-26

Cornerstone Planning Group LLC

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 (-$938)

Filed 2026-10-16

LPL Financial LLC

N/A

Shares— from 617,640

Change-617,640 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 209,349

Change-209,349 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 186,552

Change-186,552 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 105,468

Change-105,468 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 79,284

Change-79,284 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 67,725

Change-67,725 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 59,338

Change-59,338 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 57,184

Change-57,184 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 51,003

Change-51,003 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 40,896

Change-40,896 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 37,649

Change-37,649 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 30,390

Change-30,390 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 23,325

Change-23,325 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 20,204

Change-20,204 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 17,112

Change-17,112 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 16,985

Change-16,985 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,090

Change-15,090 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 14,438

Change-14,438 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 14,326

Change-14,326 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 14,207

Change-14,207 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 11,661

Change-11,661 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 10,901

Change-10,901 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 10,553

Change-10,553 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 9,360

Change-9,360 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,847

Change-8,847 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 8,359

Change-8,359 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,108

Change-5,108 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,177

Change-3,177 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,705

Change-2,705 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,102

Change-2,102 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 2,061

Change-2,061 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,590

Change-1,590 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,036

Change-1,036 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 975

Change-975 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 972

Change-972 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 970

Change-970 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 700

Change-700 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 671

Change-671 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 591

Change-591 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 510

Change-510 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 470

Change-470 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 453

Change-453 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 350

Change-350 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 275

Change-275 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 234

Change-234 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 145

Change-145 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 18

Change-18 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5

Change-5 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	434,667	426,309	+8,358	+2%	$9.7M	$9.4K	-$9.7M	2026-11-02
Kestra Advisory Services, LLC	INCREASED	161,895	70,399	+91,496	+130%	$1.6M	$3.5M	+$1.9M	2026-11-02
Nfsg Corp	INCREASED	111,325	106,418	+4,907	+5%	$2.4M	$2.4M	-$31.8K	2026-10-15
Creative Planning	DECREASED	65,961	72,247	-6,286	-9%	$1.7M	$1.4M	-$228.8K	2026-11-02
Larson Financial Group LLC	DECREASED	60,125	61,290	-1,165	-2%	$1.4M	$1.3M	-$104.3K	2026-11-05
OxenFree Capital LLC	DECREASED	52,591	53,708	-1,117	-2%	$1.2M	$1.2M	-$75.1K	2026-10-07
RFG Advisory, LLC	DECREASED	46,095	47,859	-1,764	-4%	$1.1M	$993.3K	-$99.9K	2026-11-03
J.W. Cole Advisors, Inc.	INCREASED	45,989	42,687	+3,302	+8%	$975.1K	$991.1K	+$16.0K	2026-11-05
Sowell Financial Services LLC	INCREASED	40,252	40,232	+20	+0%	$919.0K	$867.4K	-$51.6K	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	35,222	35,095	+127	+0%	$801.7K	$759.0K	-$42.6K	2026-11-02
Nations Financial Group Inc,	INCREASED	22,818	16,081	+6,737	+42%	$367.3K	$491.7K	+$124.4K	2026-11-05
Beam Wealth Advisors, Inc.	INCREASED	21,406	21,207	+199	+1%	$484.4K	$461.3K	-$23.1K	2026-11-03
Asset Allocation Strategies LLC	INCREASED	17,219	16,960	+259	+2%	$387.4K	$371.1K	-$16.4K	2026-10-20
Realta Investment Advisors	INCREASED	16,631	10,827	+5,804	+54%	$247.3K	$358.4K	+$111.1K	2026-10-14
Accel Wealth Management	DECREASED	16,303	19,339	-3,036	-16%	$441.7K	$351.3K	-$90.4K	2026-10-13
Lido Advisors, LLC	UNCHANGED	15,000	15,000	0	0%	$342.6K	$323.3K	-$19.4K	2026-11-04
Dynamic Advisor Solutions LLC	INCREASED	14,455	14,371	+84	+1%	$328.3K	$311.5K	-$16.8K	2026-10-13
Independent Financial Group, LLC	INCREASED	14,149	11,589	+2,560	+22%	$264.7K	$304.9K	+$40.2K	2026-10-13
Truist Financial Corp	INCREASED	13,384	11,748	+1,636	+14%	$268.4K	$288.4K	+$20.1K	2026-10-30
Prospera Financial Services Inc	INCREASED	13,208	12,880	+328	+3%	$294.2K	$291.4K	-$2.8K	2026-11-04
IMG Wealth Management, Inc.	UNCHANGED	12,469	12,469	0	0%	$284.8K	$268.7K	-$16.1K	2026-10-27
Wedbush Securities Inc	DECREASED	11,550	11,772	-222	-2%	$269.0K	$249	-$268.8K	2026-10-22
MGO One Seven LLC	DECREASED	10,998	11,966	-968	-8%	$273.3K	$237.0K	-$36.3K	2026-10-28
CoreCap Advisors, LLC	UNCHANGED	10,881	10,881	0	0%	$248.5K	$234.5K	-$14.1K	2026-10-08
Wealthcare Advisory Partners LLC	UNCHANGED	10,168	10,168	0	0%	$232.3K	$219.1K	-$13.1K	2026-10-21
Meadowbrook Wealth Management, LLC	UNCHANGED	10,100	10,100	0	0%	$229.7K	$217.7K	-$12.1K	2026-10-08
MassMutual Private Wealth & Trust, FSB	UNCHANGED	9,857	9,857	0	0%	$225.2K	$212.4K	-$12.7K	2026-10-05
Concurrent Investment Advisors, LLC	NEW	9,455	—	+9,455	—	—	$203.7K	—	2026-10-16
Spire Wealth Management	DECREASED	7,415	9,036	-1,621	-18%	$206.4K	$159.8K	-$46.6K	2026-10-30
Farther Finance Advisors, LLC	DECREASED	3,725	3,897	-172	-4%	$89.0K	$80.3K	-$8.7K	2026-10-08
Lanark Financial, Inc.	INCREASED	3,711	3,710	+1	+0%	$84.8K	$80.0K	-$4.8K	2026-10-26
Wilmington Savings Fund Society, FSB	UNCHANGED	1,610	1,610	0	0%	$36.8K	$34.7K	-$2.1K	2026-10-23
Private Wealth Management Group, LLC	UNCHANGED	852	852	0	0%	$19.5K	$18.4K	-$1.1K	2026-10-19
Noble Wealth Management PBC	UNCHANGED	817	817	0	0%	$18.7K	$17.6K	-$1.1K	2026-10-01
IFP Advisors, Inc	INCREASED	674	634	+40	+6%	$14.5K	$14.5K	+$43	2026-10-16
Asset Dedication, LLC	UNCHANGED	565	565	0	0%	$12.9K	$12.2K	-$730	2026-11-03
Vision Financial Markets LLC	INCREASED	545	536	+9	+2%	$12.2K	$11.8K	-$428	2026-10-22
Investors Research Corp	UNCHANGED	503	503	0	0%	$11.5K	$10.8K	-$650	2026-10-07
Cape Investment Advisory, Inc.	UNCHANGED	502	502	0	0%	$11.5K	$10.8K	-$649	2026-10-13
North Star Investment Management Corp.	UNCHANGED	500	500	0	0%	$11.4K	$10.8K	-$646	2026-10-27
Vermillion Wealth Management, Inc.	UNCHANGED	500	500	0	0%	$11.4K	$10.8K	-$646	2026-10-26
Latitude Advisors, LLC	NEW	64	—	+64	—	—	$1.4K	—	2026-10-27
JFS Wealth Advisors, LLC	UNCHANGED	42	42	0	0%	$960	$906	-$54	2026-11-03
Assetmark, Inc	UNCHANGED	12	12	0	0%	$274	$259	-$15	2026-10-21
Creative Financial Designs Inc	UNCHANGED	1	1	0	0%	$22	$21	-$1	2026-11-04
Wellington Shields & Co., LLC	CLOSED	0	49,225	-49,225	-100%	$1.1M	$0	-$1.1M	2026-11-03
Wellington Shields Capital Management, LLC	CLOSED	0	2,190	-2,190	-100%	$50.0K	$0	-$50.0K	2026-11-03
Commonwealth Retirement Investments LLC	CLOSED	0	500	-500	-100%	$11.4K	$0	-$11.4K	2026-10-26
Main Street Group, LTD	CLOSED	0	223	-223	-100%	$5.1K	$0	-$5.1K	2026-10-28
Glass Jacobson Investment Advisors llc	CLOSED	0	155	-155	-100%	$3.5K	$0	-$3.5K	2026-10-26
Cornerstone Planning Group LLC	CLOSED	0	41	-41	-100%	$938	$0	-$938	2026-10-16
LPL Financial LLC	N/A	—	617,640	-617,640	-100%	$14.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	209,349	-209,349	-100%	$4.8M	—	—	—
Summit Financial, LLC	N/A	—	186,552	-186,552	-100%	$4.3M	—	—	—
Cetera Investment Advisers	N/A	—	105,468	-105,468	-100%	$2.4M	—	—	—
Berger Financial Group, Inc	N/A	—	79,284	-79,284	-100%	$1.8M	—	—	—
MML Investors Services, LLC	N/A	—	67,725	-67,725	-100%	$1.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	59,338	-59,338	-100%	$1.4M	—	—	—
JPMorgan Chase & Co	N/A	—	57,184	-57,184	-100%	$1.3M	—	—	—
IHT Wealth Management, LLC	N/A	—	51,003	-51,003	-100%	$1.2M	—	—	—
Harbour Investments, Inc.	N/A	—	40,896	-40,896	-100%	$934.2K	—	—	—
GTS Securities LLC	N/A	—	37,649	-37,649	-100%	$860.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	30,390	-30,390	-100%	$694.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	23,325	-23,325	-100%	$532.8K	—	—	—
HighTower Advisors, LLC	N/A	—	20,204	-20,204	-100%	$461.5K	—	—	—
Private Advisor Group, LLC	N/A	—	17,112	-17,112	-100%	$390.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	16,985	-16,985	-100%	$388.0K	—	—	—
Jane Street Group, LLC	N/A	—	15,090	-15,090	-100%	$344.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	14,438	-14,438	-100%	$330.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	14,326	-14,326	-100%	$327.2K	—	—	—
Western Wealth Management, LLC	N/A	—	14,207	-14,207	-100%	$324.5K	—	—	—
Mutual Advisors, LLC	N/A	—	12,000	-12,000	-100%	$274.1K	—	—	—
Raymond James Financial Inc	N/A	—	11,661	-11,661	-100%	$266.4K	—	—	—
Sequent Planning LLC	N/A	—	10,901	-10,901	-100%	$249.0K	—	—	—
Regal Investment Advisors LLC	N/A	—	10,553	-10,553	-100%	$241.1K	—	—	—
Morgan Stanley	N/A	—	9,360	-9,360	-100%	$213.8K	—	—	—
Citadel Advisors LLC	N/A	—	8,847	-8,847	-100%	$202.1K	—	—	—
Allworth Financial LP	N/A	—	8,359	-8,359	-100%	$190.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	7,500	-7,500	-100%	$171.2K	—	—	—
FMR LLC	N/A	—	5,108	-5,108	-100%	$116.7K	—	—	—
AE Wealth Management LLC	N/A	—	3,177	-3,177	-100%	$72.6K	—	—	—
Wells Fargo & Company	N/A	—	2,705	-2,705	-100%	$61.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,102	-2,102	-100%	$48.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	2,061	-2,061	-100%	$47.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,590	-1,590	-100%	$36.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,300	-1,300	-100%	$29.7K	—	—	—
BFC Planning, Inc.	N/A	—	1,036	-1,036	-100%	$23.7K	—	—	—
IFG Advisory, LLC	N/A	—	1,000	-1,000	-100%	$22.8K	—	—	—
Hollencrest Capital Management	N/A	—	975	-975	-100%	$22.3K	—	—	—
Johnson Financial Group, Inc.	N/A	—	972	-972	-100%	$22.2K	—	—	—
PlanVest Financial, Inc	N/A	—	970	-970	-100%	$22.2K	—	—	—
ST Germain D J Co Inc	N/A	—	700	-700	-100%	$16.0K	—	—	—
Continuum Advisory, LLC	N/A	—	671	-671	-100%	$15.3K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	591	-591	-100%	$13.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	510	-510	-100%	$11.7K	—	—	—
Capital Analysts, LLC	N/A	—	470	-470	-100%	$3.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	453	-453	-100%	$10.3K	—	—	—
Bellevue Asset Management, LLC	N/A	—	350	-350	-100%	$8.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	275	-275	-100%	$6.3K	—	—	—
Vision Retirement, LLC	N/A	—	234	-234	-100%	$5.3K	—	—	—
Caitlin John, LLC	N/A	—	145	-145	-100%	$3.3K	—	—	—
Russell Investments Group, Ltd.	N/A	—	18	-18	-100%	$411	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	5	-5	-100%	$114	—	—	—
UBS Group AG	N/A	—	5	-5	-100%	$114	—	—	—
Quent Capital, LLC	N/A	—	3	-3	-100%	$73	—	—	—
Highland Investment Advisors LLC	N/A	—	1	-1	-100%	$12	—	—	—

Showing 106 of 106 institutions