Abrdn Healthcare Opport (THQ)

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

Shares362,154 from 346,884

Change+15,270 (+4%)

Value$6.7M (+$166.5K)

Filed 2026-11-06

Wedbush Securities Inc

INCREASED

Shares197,759 from 187,779

Change+9,980 (+5%)

Value$3.6K (-$3.5M)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares137,998 from 138,800

Change-802 (-1%)

Value$2.5M (-$60.6K)

Filed 2026-11-02

Next Level Private LLC

INCREASED

Shares98,354 from 93,047

Change+5,307 (+6%)

Value$1.8M (+$66.9K)

Filed 2026-10-20

Kestra Advisory Services, LLC

INCREASED

Shares88,125 from 55,974

Change+32,151 (+57%)

Value$1.6M (+$573.1K)

Filed 2026-11-02

Aviance Capital Partners, LLC

INCREASED

Shares86,367 from 86,181

Change+186 (+0%)

Value$1.6M (-$25.0K)

Filed 2026-10-29

Wolverine Asset Management LLC

INCREASED

Shares84,648 from 57,930

Change+26,718 (+46%)

Value$1.6M (+$472.5K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares54,855 from 53,521

Change+1,334 (+2%)

Value$1.0K (-$1.0M)

Filed 2026-11-02

Westbourne Investment Advisors, Inc.

INCREASED

Shares47,000 from 46,500

Change+500 (+1%)

Value$864.8K (-$6.1K)

Filed 2026-10-20

D.A. Davidson & Co.

DECREASED

Shares43,243 from 44,588

Change-1,345 (-3%)

Value$795.7K (-$39.5K)

Filed 2026-10-28

Stolper Co

DECREASED

Shares38,686 from 39,612

Change-926 (-2%)

Value$712 (-$30)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares38,651 from 38,151

Change+500 (+1%)

Value$674.5K (-$50.0K)

Filed 2026-10-13

HBK Sorce Advisory LLC

INCREASED

Shares36,575 from 34,302

Change+2,273 (+7%)

Value$685.4K (+$37.5K)

Filed 2026-11-06

B. Riley Wealth Advisors, Inc.

INCREASED

Shares34,305 from 30,362

Change+3,943 (+13%)

Value$631.2K (+$60.7K)

Filed 2026-10-13

PMG Family Office LLC

INCREASED

Shares31,501 from 31,356

Change+145 (+0%)

Value$579.6K (-$7.7K)

Filed 2026-10-19

Oppenheimer & Co Inc

INCREASED

Shares28,737 from 24,944

Change+3,793 (+15%)

Value$528.8K (+$61.6K)

Filed 2026-10-26

PNC Financial Services Group, Inc.

INCREASED

Shares25,437 from 24,410

Change+1,027 (+4%)

Value$468.0K (+$10.8K)

Filed 2026-11-06

Advisortrust Partners, LLC

INCREASED

Shares24,138 from 24,063

Change+75 (+0%)

Value$444.1K (-$6.6K)

Filed 2026-11-02

MGO One Seven LLC

DECREASED

Shares23,858 from 23,973

Change-115 (0%)

Value$439.0K (-$10.0K)

Filed 2026-10-28

World Equity Group, Inc.

INCREASED

Shares21,151 from 20,336

Change+815 (+4%)

Value$389.2K (+$8.3K)

Filed 2026-10-14

Shaker Financial Services, LLC

DECREASED

Shares18,300 from 70,493

Change-52,193 (-74%)

Value$336.7K (-$983.6K)

Filed 2026-10-14

Samalin Investment Counsel, LLC

DECREASED

Shares17,246 from 34,010

Change-16,764 (-49%)

Value$317.3K (-$319.7K)

Filed 2026-10-23

Fifth Third Bancorp

DECREASED

Shares16,104 from 17,296

Change-1,192 (-7%)

Value$296.3K (-$27.6K)

Filed 2026-11-05

CoreCap Advisors, LLC

INCREASED

Shares14,184 from 11,087

Change+3,097 (+28%)

Value$261.0K (+$53.3K)

Filed 2026-10-08

Madison Park Capital Advisors, LLC

INCREASED

Shares14,000 from 1,698

Change+12,302 (+725%)

Value$257.6K (+$8.8K)

Filed 2026-10-28

B.O.S.S. Retirement Advisors, LLC

INCREASED

Shares12,101 from 12,000

Change+101 (+1%)

Value$222.7K (-$2.1K)

Filed 2026-10-26

NWF Advisory Services Inc.

UNCHANGED

Shares11,510 from 11,510

Change0 (0%)

Value$211.8K (-$3.8K)

Filed 2026-10-19

International Assets Investment Management, LLC

DECREASED

Shares11,367 from 12,267

Change-900 (-7%)

Value$202.9K (-$26.4K)

Filed 2026-11-02

Nations Financial Group Inc,

UNCHANGED

Shares10,845 from 10,845

Change0 (0%)

Value$199.5K (-$3.6K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares2,700 from 2,700

Change0 (0%)

Value$50.6K ($0)

Filed 2026-11-06

Costello Asset Management, Inc

INCREASED

Shares2,450 from 2,397

Change+53 (+2%)

Value$45.1K (+$173)

Filed 2026-10-30

Armstrong Advisory Group, Inc

UNCHANGED

Shares2,208 from 2,208

Change0 (0%)

Value$40.6K (-$728)

Filed 2026-10-09

Triumph Capital Management

UNCHANGED

Shares2,144 from 2,144

Change0 (0%)

Value$39.5K (-$707)

Filed 2026-10-14

Lanark Financial, Inc.

INCREASED

Shares2,016 from 1,979

Change+37 (+2%)

Value$37.1K (+$14)

Filed 2026-10-26

Gables Capital Management Inc.

UNCHANGED

Shares1,745 from 1,745

Change0 (0%)

Value$32.1K (-$576)

Filed 2026-11-04

United Community Bank

NEW

Shares1,600

Change+1,600

Value$29.4K

Filed 2026-10-28

Provenance Wealth Advisors, LLC

INCREASED

Shares1,235 from 505

Change+730 (+145%)

Value$22.7K (+$13.3K)

Filed 2026-10-30

Cassaday & Co Wealth Management LLC

NEW

Shares860

Change+860

Value$15.8K

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares195 from 195

Change0 (0%)

Value$3.6K (-$64)

Filed 2026-10-19

JFS Wealth Advisors, LLC

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$865 (-$16)

Filed 2026-11-03

ARS Wealth Advisors Group, LLC

CLOSED

Shares0 from 10,588

Change-10,588 (-100%)

Value$0 (-$198.3K)

Filed 2026-10-16

StoneX Group Inc.

CLOSED

Shares0 from 10,538

Change-10,538 (-100%)

Value$0 (-$197.4K)

Filed 2026-11-03

Truist Financial Corp

CLOSED

Shares0 from 10,419

Change-10,419 (-100%)

Value$0 (-$195.2K)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$74.9K)

Filed 2026-11-04

Salem Investment Counselors Inc

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$9.4K)

Filed 2026-10-13

Farther Finance Advisors, LLC

CLOSED

Shares0 from 114

Change-114 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-08

Morgan Stanley

N/A

Shares— from 1,436,568

Change-1,436,568 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,108,986

Change-1,108,986 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 726,863

Change-726,863 (-100%)

Value—

Heron Bay Capital Management

N/A

Shares— from 562,344

Change-562,344 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 464,627

Change-464,627 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 203,590

Change-203,590 (-100%)

Value—

UBS Group AG

N/A

Shares— from 196,425

Change-196,425 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 147,949

Change-147,949 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 145,076

Change-145,076 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 143,003

Change-143,003 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 136,587

Change-136,587 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 100,702

Change-100,702 (-100%)

Value—

Z3 Capital Partners, LLC

N/A

Shares— from 90,460

Change-90,460 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 86,445

Change-86,445 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 72,397

Change-72,397 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 64,474

Change-64,474 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 63,350

Change-63,350 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 58,387

Change-58,387 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 58,326

Change-58,326 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 53,643

Change-53,643 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 47,008

Change-47,008 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 42,867

Change-42,867 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 41,740

Change-41,740 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 40,225

Change-40,225 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 38,295

Change-38,295 (-100%)

Value—

Stephens Inc

N/A

Shares— from 38,179

Change-38,179 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 37,845

Change-37,845 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 30,791

Change-30,791 (-100%)

Value—

&partners

N/A

Shares— from 23,571

Change-23,571 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 22,456

Change-22,456 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 19,625

Change-19,625 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 18,400

Change-18,400 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 17,335

Change-17,335 (-100%)

Value—

Commerce Bank

N/A

Shares— from 17,127

Change-17,127 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 16,437

Change-16,437 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 14,645

Change-14,645 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 12,253

Change-12,253 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,133

Change-12,133 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,835

Change-11,835 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 11,730

Change-11,730 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 10,500

Change-10,500 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,351

Change-4,351 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,110

Change-4,110 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,101

Change-4,101 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,826

Change-2,826 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,315

Change-2,315 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,870

Change-1,870 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 924

Change-924 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 827

Change-827 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 826

Change-826 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 408

Change-408 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 350

Change-350 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 320

Change-320 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	362,154	346,884	+15,270	+4%	$6.5M	$6.7M	+$166.5K	2026-11-06
Wedbush Securities Inc	INCREASED	197,759	187,779	+9,980	+5%	$3.5M	$3.6K	-$3.5M	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	137,998	138,800	-802	-1%	$2.6M	$2.5M	-$60.6K	2026-11-02
Next Level Private LLC	INCREASED	98,354	93,047	+5,307	+6%	$1.7M	$1.8M	+$66.9K	2026-10-20
Kestra Advisory Services, LLC	INCREASED	88,125	55,974	+32,151	+57%	$1.0M	$1.6M	+$573.1K	2026-11-02
Aviance Capital Partners, LLC	INCREASED	86,367	86,181	+186	+0%	$1.6M	$1.6M	-$25.0K	2026-10-29
Wolverine Asset Management LLC	INCREASED	84,648	57,930	+26,718	+46%	$1.1M	$1.6M	+$472.5K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	54,855	53,521	+1,334	+2%	$1.0M	$1.0K	-$1.0M	2026-11-02
Westbourne Investment Advisors, Inc.	INCREASED	47,000	46,500	+500	+1%	$870.9K	$864.8K	-$6.1K	2026-10-20
D.A. Davidson & Co.	DECREASED	43,243	44,588	-1,345	-3%	$835.1K	$795.7K	-$39.5K	2026-10-28
Stolper Co	DECREASED	38,686	39,612	-926	-2%	$742	$712	-$30	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	38,651	38,151	+500	+1%	$724.5K	$674.5K	-$50.0K	2026-10-13
HBK Sorce Advisory LLC	INCREASED	36,575	34,302	+2,273	+7%	$648.0K	$685.4K	+$37.5K	2026-11-06
B. Riley Wealth Advisors, Inc.	INCREASED	34,305	30,362	+3,943	+13%	$570.5K	$631.2K	+$60.7K	2026-10-13
PMG Family Office LLC	INCREASED	31,501	31,356	+145	+0%	$587.3K	$579.6K	-$7.7K	2026-10-19
Oppenheimer & Co Inc	INCREASED	28,737	24,944	+3,793	+15%	$467.2K	$528.8K	+$61.6K	2026-10-26
PNC Financial Services Group, Inc.	INCREASED	25,437	24,410	+1,027	+4%	$457.2K	$468.0K	+$10.8K	2026-11-06
Advisortrust Partners, LLC	INCREASED	24,138	24,063	+75	+0%	$450.7K	$444.1K	-$6.6K	2026-11-02
MGO One Seven LLC	DECREASED	23,858	23,973	-115	0%	$449.0K	$439.0K	-$10.0K	2026-10-28
World Equity Group, Inc.	INCREASED	21,151	20,336	+815	+4%	$380.9K	$389.2K	+$8.3K	2026-10-14
Shaker Financial Services, LLC	DECREASED	18,300	70,493	-52,193	-74%	$1.3M	$336.7K	-$983.6K	2026-10-14
Samalin Investment Counsel, LLC	DECREASED	17,246	34,010	-16,764	-49%	$637.0K	$317.3K	-$319.7K	2026-10-23
Fifth Third Bancorp	DECREASED	16,104	17,296	-1,192	-7%	$324.0K	$296.3K	-$27.6K	2026-11-05
CoreCap Advisors, LLC	INCREASED	14,184	11,087	+3,097	+28%	$207.7K	$261.0K	+$53.3K	2026-10-08
Madison Park Capital Advisors, LLC	INCREASED	14,000	1,698	+12,302	+725%	$248.8K	$257.6K	+$8.8K	2026-10-28
B.O.S.S. Retirement Advisors, LLC	INCREASED	12,101	12,000	+101	+1%	$224.8K	$222.7K	-$2.1K	2026-10-26
NWF Advisory Services Inc.	UNCHANGED	11,510	11,510	0	0%	$215.6K	$211.8K	-$3.8K	2026-10-19
International Assets Investment Management, LLC	DECREASED	11,367	12,267	-900	-7%	$229.3K	$202.9K	-$26.4K	2026-11-02
Nations Financial Group Inc,	UNCHANGED	10,845	10,845	0	0%	$203.1K	$199.5K	-$3.6K	2026-11-05
Allworth Financial LP	UNCHANGED	2,700	2,700	0	0%	$50.6K	$50.6K	$0	2026-11-06
Costello Asset Management, Inc	INCREASED	2,450	2,397	+53	+2%	$44.9K	$45.1K	+$173	2026-10-30
Armstrong Advisory Group, Inc	UNCHANGED	2,208	2,208	0	0%	$41.4K	$40.6K	-$728	2026-10-09
Triumph Capital Management	UNCHANGED	2,144	2,144	0	0%	$40.2K	$39.5K	-$707	2026-10-14
Lanark Financial, Inc.	INCREASED	2,016	1,979	+37	+2%	$37.1K	$37.1K	+$14	2026-10-26
Gables Capital Management Inc.	UNCHANGED	1,745	1,745	0	0%	$32.7K	$32.1K	-$576	2026-11-04
United Community Bank	NEW	1,600	—	+1,600	—	—	$29.4K	—	2026-10-28
Provenance Wealth Advisors, LLC	INCREASED	1,235	505	+730	+145%	$9.5K	$22.7K	+$13.3K	2026-10-30
Cassaday & Co Wealth Management LLC	NEW	860	—	+860	—	—	$15.8K	—	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	195	195	0	0%	$3.7K	$3.6K	-$64	2026-10-19
JFS Wealth Advisors, LLC	UNCHANGED	47	47	0	0%	$881	$865	-$16	2026-11-03
ARS Wealth Advisors Group, LLC	CLOSED	0	10,588	-10,588	-100%	$198.3K	$0	-$198.3K	2026-10-16
StoneX Group Inc.	CLOSED	0	10,538	-10,538	-100%	$197.4K	$0	-$197.4K	2026-11-03
Truist Financial Corp	CLOSED	0	10,419	-10,419	-100%	$195.2K	$0	-$195.2K	2026-10-30
EverSource Wealth Advisors, LLC	CLOSED	0	4,000	-4,000	-100%	$74.9K	$0	-$74.9K	2026-11-04
Salem Investment Counselors Inc	CLOSED	0	500	-500	-100%	$9.4K	$0	-$9.4K	2026-10-13
Farther Finance Advisors, LLC	CLOSED	0	114	-114	-100%	$2.1K	$0	-$2.1K	2026-10-08
Morgan Stanley	N/A	—	1,436,568	-1,436,568	-100%	$26.9M	—	—	—
Royal Bank of Canada	N/A	—	1,108,986	-1,108,986	-100%	$20.8M	—	—	—
Raymond James Financial Inc	N/A	—	726,863	-726,863	-100%	$13.6M	—	—	—
Heron Bay Capital Management	N/A	—	562,344	-562,344	-100%	$10.5M	—	—	—
Penserra Capital Management LLC	N/A	—	464,627	-464,627	-100%	$8.7M	—	—	—
Ameriprise Financial Inc	N/A	—	203,590	-203,590	-100%	$3.8M	—	—	—
UBS Group AG	N/A	—	196,425	-196,425	-100%	$3.7M	—	—	—
First Trust Advisors LP	N/A	—	147,949	-147,949	-100%	$2.8M	—	—	—
Stifel Financial Corp	N/A	—	145,076	-145,076	-100%	$2.7M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	143,003	-143,003	-100%	$2.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	136,587	-136,587	-100%	$2.6M	—	—	—
Bank of America Corp	N/A	—	100,702	-100,702	-100%	$1.9M	—	—	—
Z3 Capital Partners, LLC	N/A	—	90,460	-90,460	-100%	$1.7M	—	—	—
Private Advisor Group, LLC	N/A	—	86,445	-86,445	-100%	$1.6M	—	—	—
Cetera Investment Advisers	N/A	—	72,397	-72,397	-100%	$1.4M	—	—	—
Marex Group Ltd	N/A	—	64,474	-64,474	-100%	$1.2M	—	—	—
Regatta Research & Money Management	N/A	—	63,350	-63,350	-100%	$1.2M	—	—	—
Evolve Private Wealth, LLC	N/A	—	58,387	-58,387	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	58,326	-58,326	-100%	$1.1M	—	—	—
World Investment Advisors	N/A	—	53,643	-53,643	-100%	$903.4K	—	—	—
Jane Street Group, LLC	N/A	—	47,008	-47,008	-100%	$880.5K	—	—	—
Benjamin Edwards Inc	N/A	—	42,867	-42,867	-100%	$802.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	41,740	-41,740	-100%	$782.0K	—	—	—
Summit Financial, LLC	N/A	—	40,225	-40,225	-100%	$753.4K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	38,295	-38,295	-100%	$717.3K	—	—	—
Stephens Inc	N/A	—	38,179	-38,179	-100%	$715.1K	—	—	—
Cohen & Steers, Inc.	N/A	—	37,845	-37,845	-100%	$709.0K	—	—	—
XTX Topco Ltd	N/A	—	30,791	-30,791	-100%	$576.7K	—	—	—
&partners	N/A	—	23,571	-23,571	-100%	$441.5K	—	—	—
Cerity Partners LLC	N/A	—	22,456	-22,456	-100%	$420.6K	—	—	—
MML Investors Services, LLC	N/A	—	19,625	-19,625	-100%	$367.6K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	18,400	-18,400	-100%	$344.6K	—	—	—
HRT Financial LP	N/A	—	17,335	-17,335	-100%	$324.0K	—	—	—
Commerce Bank	N/A	—	17,127	-17,127	-100%	$320.8K	—	—	—
Tradition Wealth Management, LLC	N/A	—	16,437	-16,437	-100%	$307.9K	—	—	—
PFG Investments, LLC	N/A	—	14,645	-14,645	-100%	$274.3K	—	—	—
Maridea Wealth Management LLC	N/A	—	12,253	-12,253	-100%	$229.5K	—	—	—
HighTower Advisors, LLC	N/A	—	12,133	-12,133	-100%	$227.3K	—	—	—
Mariner, LLC	N/A	—	11,835	-11,835	-100%	$221.7K	—	—	—
Waverly Advisors, LLC	N/A	—	11,730	-11,730	-100%	$219.7K	—	—	—
WealthTrust Axiom LLC	N/A	—	10,500	-10,500	-100%	$196.7K	—	—	—
Wells Fargo & Company	N/A	—	4,351	-4,351	-100%	$81.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,110	-4,110	-100%	$77.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,101	-4,101	-100%	$76.8K	—	—	—
BFC Planning, Inc.	N/A	—	2,826	-2,826	-100%	$52.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,315	-2,315	-100%	$43.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,870	-1,870	-100%	$35.0K	—	—	—
Allied Private Wealth LLC	N/A	—	924	-924	-100%	$17.5K	—	—	—
Harbour Investments, Inc.	N/A	—	827	-827	-100%	$15.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	826	-826	-100%	$15.5K	—	—	—
Swan Capital LLC	N/A	—	408	-408	-100%	$7.6K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	350	-350	-100%	$6.6K	—	—	—
Tidemark, LLC	N/A	—	320	-320	-100%	$6.0K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	7	-7	-100%	$131	—	—	—

Showing 100 of 100 institutions