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Timothy PLN US LRG Cap (TPLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Christian Investment Advisors, Inc.
DECREASED
Shares537,960 from 540,938
Change-2,978 (-1%)
Value$26.0M (-$1.2M)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares367,359 from 359,035
Change+8,324 (+2%)
Value$17.8M (-$304.6K)
Filed 2026-11-06
Bare Financial Services, Inc
INCREASED
Shares221,503 from 215,243
Change+6,260 (+3%)
Value$10.7M (-$121.2K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares212,980 from 191,486
Change+21,494 (+11%)
Value$10.3M (+$662.6K)
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares199,015 from 194,043
Change+4,972 (+3%)
Value$9.6M (-$141.7K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares106,143 from 108,604
Change-2,461 (-2%)
Value$5.1K (-$5.5M)
Filed 2026-11-02
LVZ, Inc.
INCREASED
Shares86,883 from 86,396
Change+487 (+1%)
Value$4.2M (-$146.6K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares85,648 from 85,383
Change+265 (+0%)
Value$4.1M (-$155.4K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares84,984 from 84,319
Change+665 (+1%)
Value$4.1M (-$133.9K)
Filed 2026-11-05
Sound Financial Strategies Group, LLC
DECREASED
Shares73,426 from 78,396
Change-4,970 (-6%)
Value$3.6M (-$394.9K)
Filed 2026-10-30
First Heartland Consultants, Inc.
DECREASED
Shares72,773 from 75,184
Change-2,411 (-3%)
Value$3.5M (-$264.8K)
Filed 2026-10-08
Turning Point Benefit Group, Inc.
DECREASED
Shares47,960 from 76,674
Change-28,714 (-37%)
Value$2.3M (-$1.5M)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
DECREASED
Shares36,566 from 45,193
Change-8,627 (-19%)
Value$1.8M (-$506.4K)
Filed 2026-11-04
O'Connor Financial Group LLC
DECREASED
Shares35,066 from 36,327
Change-1,261 (-3%)
Value$1.7M (-$132.6K)
Filed 2026-10-26
BOS Asset Management, LLC
INCREASED
Shares32,111 from 23,951
Change+8,160 (+34%)
Value$1.6M (+$347.6K)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares28,286 from 26,038
Change+2,248 (+9%)
Value$1.4M (+$113.2K)
Filed 2026-11-06
Vicus Capital
DECREASED
Shares24,783 from 30,839
Change-6,056 (-20%)
Value$1.2M (-$353.7K)
Filed 2026-11-05
Values First Advisors, Inc.
INCREASED
Shares24,463 from 15,590
Change+8,873 (+57%)
Value$1.2M (+$398.5K)
Filed 2026-10-23
Financial Advisory Corp
INCREASED
Shares23,732 from 23,230
Change+502 (+2%)
Value$1.1M (-$21.5K)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares18,864 from 18,400
Change+464 (+3%)
Value$912.6K (-$13.8K)
Filed 2026-10-08
Sound Stewardship, LLC
INCREASED
Shares18,631 from 17,446
Change+1,185 (+7%)
Value$901.4K (+$22.9K)
Filed 2026-10-14
Sigma Investment Counselors Inc
INCREASED
Shares15,233 from 15,225
Change+8 (+0%)
Value$737.0K (-$29.6K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares15,185 from 15,809
Change-624 (-4%)
Value$734.7K (-$61.3K)
Filed 2026-11-02
LifeWealth Investments, LLC
DECREASED
Shares14,201 from 14,284
Change-83 (-1%)
Value$687.0K (-$32.2K)
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares14,153 from 14,469
Change-316 (-2%)
Value$684.7K (-$43.8K)
Filed 2026-11-02
Kavar Capital Partners Group, LLC
INCREASED
Shares13,251 from 11,686
Change+1,565 (+13%)
Value$641.1K (+$52.7K)
Filed 2026-11-06
Carlson Financial, Inc.
INCREASED
Shares13,244 from 13,234
Change+10 (+0%)
Value$640.7K (-$25.4K)
Filed 2026-11-05
Black Diamond Financial, LLC
INCREASED
Shares12,580 from 11,835
Change+745 (+6%)
Value$608.6K (+$12.7K)
Filed 2026-10-26
Frontier Asset Management, LLC
INCREASED
Shares12,531 from 11,527
Change+1,004 (+9%)
Value$606.2K (+$25.8K)
Filed 2026-10-28
WIN Advisors, Inc
DECREASED
Shares12,181 from 12,393
Change-212 (-2%)
Value$589.3K (-$34.7K)
Filed 2026-11-06
Demars Financial Group, LLC
UNCHANGED
Shares11,325 from 11,325
Change0 (0%)
Value$547.9K (-$22.3K)
Filed 2026-10-22
Founders Grove Wealth Partners, LLC
INCREASED
Shares11,159 from 11,141
Change+18 (+0%)
Value$539.9K (-$21.1K)
Filed 2026-10-16
3Edge Asset Management, LP
DECREASED
Shares10,944 from 14,023
Change-3,079 (-22%)
Value$529.5K (-$176.6K)
Filed 2026-10-30
Harbour Investments, Inc.
DECREASED
Shares8,644 from 8,676
Change-32 (0%)
Value$418.2K (-$18.6K)
Filed 2026-11-09
Brookstone Capital Management
INCREASED
Shares8,509 from 8,378
Change+131 (+2%)
Value$411.7K (-$10.2K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares8,315 from 8,292
Change+23 (+0%)
Value$402.3K (-$15.2K)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares6,965 from 6,951
Change+14 (+0%)
Value$337 (-$349.7K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares6,728 from 6,963
Change-235 (-3%)
Value$325.5K (-$25.1K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares6,400 from 6,109
Change+291 (+5%)
Value$309.7K (+$2.1K)
Filed 2026-10-23
Strategic Blueprint, LLC
DECREASED
Shares5,380 from 5,454
Change-74 (-1%)
Value$260.3K (-$14.3K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares4,840 from 2,805
Change+2,035 (+73%)
Value$239.9K (+$98.6K)
Filed 2026-10-15
McAdam, LLC
UNCHANGED
Shares4,326 from 4,326
Change0 (0%)
Value$209.3K (-$8.5K)
Filed 2026-10-21
Forge Financial Services LLC
DECREASED
Shares4,299 from 4,362
Change-63 (-1%)
Value$220.2K (+$557)
Filed 2026-11-09
Midwest Capital Advisors, LLC
INCREASED
Shares3,719 from 2,890
Change+829 (+29%)
Value$179.9K (+$34.4K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares3,298 from 2,989
Change+309 (+10%)
Value$159.6K (+$9.1K)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares3,117 from 3,246
Change-129 (-4%)
Value$150.8K (-$12.6K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares3,080 from 3,206
Change-126 (-4%)
Value$149.0K (-$12.4K)
Filed 2026-10-16
Lynch Investment Planning, LLC
NEW
Shares1,899
Change+1,899
Value$91.9K
Filed 2026-10-27
Bank of New Hampshire
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$61.0K (-$2.5K)
Filed 2026-10-06
Nemes Rush Group LLC
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$55.4K (-$2.3K)
Filed 2026-11-04
Peoples Financial Services Corp.
INCREASED
Shares793 from 530
Change+263 (+50%)
Value$38.4K (+$11.7K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$29.0K (-$1.2K)
Filed 2026-10-14
N.E.W. Advisory Services LLC
INCREASED
Shares443 from 442
Change+1 (+0%)
Value$21.4K (-$830)
Filed 2026-11-09
Winch Advisory Services, LLC
INCREASED
Shares329 from 328
Change+1 (+0%)
Value$15.9K (-$616)
Filed 2026-11-06
IFG Advisory, LLC
DECREASED
Shares250 from 700
Change-450 (-64%)
Value$12.1K (-$23.2K)
Filed 2026-11-09
First Premier Bank
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12 (-$1)
Filed 2026-10-13
Farther Finance Advisors, LLC
NEW
Shares221
Change+221
Value$10.7K
Filed 2026-10-08
Foresight Capital Management Advisors, Inc.
NEW
Shares80
Change+80
Value$3.9K
Filed 2026-10-27
True Wealth Design, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.9K (-$79)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares26 from 117
Change-91 (-78%)
Value$1.3K (-$4.6K)
Filed 2026-10-15
Silver OAK Securities, Incorporated
CLOSED
Shares0 from 7,506
Change-7,506 (-100%)
Value$0 (-$377.9K)
Filed 2026-11-09
Mascagni Wealth Management, Inc.
CLOSED
Shares0 from 4,012
Change-4,012 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-23
Larson Financial Group LLC
CLOSED
Shares0 from 2,898
Change-2,898 (-100%)
Value$0 (-$145.9K)
Filed 2026-11-05
Faithward Advisors, LLC
N/A
Shares— from 184,369
Change-184,369 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 117,869
Change-117,869 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 84,779
Change-84,779 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 63,949
Change-63,949 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 61,119
Change-61,119 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,011
Change-44,011 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 41,296
Change-41,296 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 41,056
Change-41,056 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,763
Change-39,763 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 34,709
Change-34,709 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 22,084
Change-22,084 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 20,306
Change-20,306 (-100%)
Value—
UBS Group AG
N/A
Shares— from 20,083
Change-20,083 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 17,986
Change-17,986 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,001
Change-16,001 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 15,300
Change-15,300 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 14,406
Change-14,406 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,660
Change-13,660 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,035
Change-10,035 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,992
Change-8,992 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,932
Change-7,932 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,687
Change-7,687 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 739
Change-739 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 346
Change-346 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7
Change-7 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Christian Investment Advisors, Inc.
DECREASED537,960540,938-2,978-1%$27.2M$26.0M-$1.2M2026-11-03
LPL Financial LLC
INCREASED367,359359,035+8,324+2%$18.1M$17.8M-$304.6K2026-11-06
Bare Financial Services, Inc
INCREASED221,503215,243+6,260+3%$10.8M$10.7M-$121.2K2026-11-04
Creative Financial Designs Inc
INCREASED212,980191,486+21,494+11%$9.6M$10.3M+$662.6K2026-11-04
Geneos Wealth Management Inc.
INCREASED199,015194,043+4,972+3%$9.8M$9.6M-$141.7K2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED106,143108,604-2,461-2%$5.5M$5.1K-$5.5M2026-11-02
LVZ, Inc.
INCREASED86,88386,396+487+1%$4.4M$4.2M-$146.6K2026-10-20
Sowell Financial Services LLC
INCREASED85,64885,383+265+0%$4.3M$4.1M-$155.4K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED84,98484,319+665+1%$4.2M$4.1M-$133.9K2026-11-05
Sound Financial Strategies Group, LLC
DECREASED73,42678,396-4,970-6%$3.9M$3.6M-$394.9K2026-10-30
First Heartland Consultants, Inc.
DECREASED72,77375,184-2,411-3%$3.8M$3.5M-$264.8K2026-10-08
Turning Point Benefit Group, Inc.
DECREASED47,96076,674-28,714-37%$3.9M$2.3M-$1.5M2026-10-28
EverSource Wealth Advisors, LLC
DECREASED36,56645,193-8,627-19%$2.3M$1.8M-$506.4K2026-11-04
O'Connor Financial Group LLC
DECREASED35,06636,327-1,261-3%$1.8M$1.7M-$132.6K2026-10-26
BOS Asset Management, LLC
INCREASED32,11123,951+8,160+34%$1.2M$1.6M+$347.6K2026-10-09
Allworth Financial LP
INCREASED28,28626,038+2,248+9%$1.3M$1.4M+$113.2K2026-11-06
Vicus Capital
DECREASED24,78330,839-6,056-20%$1.6M$1.2M-$353.7K2026-11-05
Values First Advisors, Inc.
INCREASED24,46315,590+8,873+57%$785.0K$1.2M+$398.5K2026-10-23
Financial Advisory Corp
INCREASED23,73223,230+502+2%$1.2M$1.1M-$21.5K2026-10-14
CoreCap Advisors, LLC
INCREASED18,86418,400+464+3%$926.4K$912.6K-$13.8K2026-10-08
Sound Stewardship, LLC
INCREASED18,63117,446+1,185+7%$878.4K$901.4K+$22.9K2026-10-14
Sigma Investment Counselors Inc
INCREASED15,23315,225+8+0%$766.6K$737.0K-$29.6K2026-10-27
Commonwealth Equity Services, LLC
DECREASED15,18515,809-624-4%$796.0K$734.7K-$61.3K2026-11-02
LifeWealth Investments, LLC
DECREASED14,20114,284-83-1%$719.2K$687.0K-$32.2K2026-10-21
Kestra Advisory Services, LLC
DECREASED14,15314,469-316-2%$728.5K$684.7K-$43.8K2026-11-02
Kavar Capital Partners Group, LLC
INCREASED13,25111,686+1,565+13%$588.4K$641.1K+$52.7K2026-11-06
Carlson Financial, Inc.
INCREASED13,24413,234+10+0%$666.2K$640.7K-$25.4K2026-11-05
Black Diamond Financial, LLC
INCREASED12,58011,835+745+6%$595.9K$608.6K+$12.7K2026-10-26
Frontier Asset Management, LLC
INCREASED12,53111,527+1,004+9%$580.4K$606.2K+$25.8K2026-10-28
WIN Advisors, Inc
DECREASED12,18112,393-212-2%$624.0K$589.3K-$34.7K2026-11-06
Demars Financial Group, LLC
UNCHANGED11,32511,32500%$570.2K$547.9K-$22.3K2026-10-22
Founders Grove Wealth Partners, LLC
INCREASED11,15911,141+18+0%$560.9K$539.9K-$21.1K2026-10-16
3Edge Asset Management, LP
DECREASED10,94414,023-3,079-22%$706.1K$529.5K-$176.6K2026-10-30
Harbour Investments, Inc.
DECREASED8,6448,676-320%$436.8K$418.2K-$18.6K2026-11-09
Brookstone Capital Management
INCREASED8,5098,378+131+2%$421.8K$411.7K-$10.2K2026-10-22
Atria Investments, Inc
INCREASED8,3158,292+23+0%$417.5K$402.3K-$15.2K2026-10-15
Thrivent Financial for Lutherans
INCREASED6,9656,951+14+0%$350.0K$337-$349.7K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED6,7286,963-235-3%$350.6K$325.5K-$25.1K2026-11-06
Sigma Planning Corp
INCREASED6,4006,109+291+5%$307.6K$309.7K+$2.1K2026-10-23
Strategic Blueprint, LLC
DECREASED5,3805,454-74-1%$274.6K$260.3K-$14.3K2026-10-22
AdvisorNet Financial, Inc
INCREASED4,8402,805+2,035+73%$141.2K$239.9K+$98.6K2026-10-15
McAdam, LLC
UNCHANGED4,3264,32600%$217.8K$209.3K-$8.5K2026-10-21
Forge Financial Services LLC
DECREASED4,2994,362-63-1%$219.6K$220.2K+$5572026-11-09
Midwest Capital Advisors, LLC
INCREASED3,7192,890+829+29%$145.5K$179.9K+$34.4K2026-11-04
PNC Financial Services Group, Inc.
INCREASED3,2982,989+309+10%$150.5K$159.6K+$9.1K2026-11-06
Assetmark, Inc
DECREASED3,1173,246-129-4%$163.4K$150.8K-$12.6K2026-10-21
IFP Advisors, Inc
DECREASED3,0803,206-126-4%$161.4K$149.0K-$12.4K2026-10-16
Lynch Investment Planning, LLC
NEW1,899—+1,899——$91.9K—2026-10-27
Bank of New Hampshire
UNCHANGED1,2601,26000%$63.4K$61.0K-$2.5K2026-10-06
Nemes Rush Group LLC
UNCHANGED1,1451,14500%$57.7K$55.4K-$2.3K2026-11-04
Peoples Financial Services Corp.
INCREASED793530+263+50%$26.7K$38.4K+$11.7K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED60060000%$30.2K$29.0K-$1.2K2026-10-14
N.E.W. Advisory Services LLC
INCREASED443442+1+0%$22.3K$21.4K-$8302026-11-09
Winch Advisory Services, LLC
INCREASED329328+1+0%$16.5K$15.9K-$6162026-11-06
IFG Advisory, LLC
DECREASED250700-450-64%$35.2K$12.1K-$23.2K2026-11-09
First Premier Bank
UNCHANGED25025000%$13$12-$12026-10-13
Farther Finance Advisors, LLC
NEW221—+221——$10.7K—2026-10-08
Foresight Capital Management Advisors, Inc.
NEW80—+80——$3.9K—2026-10-27
True Wealth Design, LLC
UNCHANGED404000%$2.0K$1.9K-$792026-10-13
Blue Trust, Inc.
DECREASED26117-91-78%$5.9K$1.3K-$4.6K2026-10-15
Silver OAK Securities, Incorporated
CLOSED07,506-7,506-100%$377.9K$0-$377.9K2026-11-09
Mascagni Wealth Management, Inc.
CLOSED04,012-4,012-100%$202.0K$0-$202.0K2026-10-23
Larson Financial Group LLC
CLOSED02,898-2,898-100%$145.9K$0-$145.9K2026-11-05
Faithward Advisors, LLC
N/A—184,369-184,369-100%$9.3M———
Benjamin Edwards Inc
N/A—117,869-117,869-100%$5.9M———
Ameriprise Financial Inc
N/A—84,779-84,779-100%$4.3M———
United Capital Financial Advisors, LLC
N/A—63,949-63,949-100%$3.2M———
Cetera Investment Advisers
N/A—61,119-61,119-100%$3.1M———
Citadel Advisors LLC
N/A—44,011-44,011-100%$2.2M———
Cornerstone Financial Management LLC
N/A—41,296-41,296-100%$2.1M———
Jones Financial Companies Lllp
N/A—41,056-41,056-100%$2.1M———
Raymond James Financial Inc
N/A—39,763-39,763-100%$2.0M———
Northwestern Mutual Wealth Management Co
N/A—34,709-34,709-100%$1.7M———
Foundations Investment Advisors, LLC
N/A—22,084-22,084-100%$1.1M———
OneAscent Financial Services LLC
N/A—20,306-20,306-100%$1.0M———
UBS Group AG
N/A—20,083-20,083-100%$1.0M———
Tulsa Wealth Advisors, Inc
N/A—17,986-17,986-100%$905.6K———
Osaic Holdings, Inc.
N/A—16,001-16,001-100%$805.6K———
Two Sigma Investments, LP
N/A—15,300-15,300-100%$770.4K———
Independent Advisor Alliance
N/A—14,406-14,406-100%$725.3K———
Envestnet Asset Management Inc
N/A—13,660-13,660-100%$687.8K———
World Investment Advisors
N/A—10,035-10,035-100%$505.3K———
Royal Bank of Canada
N/A—8,992-8,992-100%$453.0K———
Bcgm Wealth Management, LLC
N/A—8,300-8,300-100%$417.9K———
MML Investors Services, LLC
N/A—7,932-7,932-100%$399.4K———
LaSalle St. Investment Advisors, LLC
N/A—7,687-7,687-100%$387.0K———
Private Advisor Group, LLC
N/A—6,473-6,473-100%$325.9K———
Regal Investment Advisors LLC
N/A—6,202-6,202-100%$312.3K———
Ameritas Investment Partners, Inc.
N/A—5,597-5,597-100%$281.8K———
Arkos Global Advisors
N/A—4,818-4,818-100%$243.0K———
Kovack Advisors, Inc.
N/A—4,333-4,333-100%$217.8K———
FMR LLC
N/A—3,796-3,796-100%$191.1K———
BFC Planning, Inc.
N/A—2,545-2,545-100%$128.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,545-2,545-100%$128.2K———
Aptus Capital Advisors, LLC
N/A—2,469-2,469-100%$124.3K———
Arax Advisory Partners
N/A—1,343-1,343-100%$67.6K———
SHP Wealth Management
N/A—739-739-100%$37.2K———
Smartleaf Asset Management LLC
N/A—410-410-100%$20.6K———
NewEdge Advisors, LLC
N/A—350-350-100%$17.6K———
JPMorgan Chase & Co
N/A—346-346-100%$17.4K———
Harborfront Financial Group LLC
N/A—62-62-100%$3.1K———
Morgan Stanley
N/A—7-7-100%$352———
Keating Financial Advisory Services, Inc.
N/A—3-3-100%$151———
Wells Fargo & Company
N/A—00—$6———
Showing 104 of 104 institutions