Tortoise Energy Fund (TNGY)

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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D.A. Davidson & Co.

INCREASED

Shares4,457,158 from 4,342,251

Change+114,907 (+3%)

Value$47.2M (+$5.1M)

Filed 2026-10-28

LPL Financial LLC

INCREASED

Shares830,414 from 724,344

Change+106,070 (+15%)

Value$8.8M (+$1.8M)

Filed 2026-11-06

Savant Capital, LLC

INCREASED

Shares785,229 from 399,785

Change+385,444 (+96%)

Value$8.3M (+$4.2M)

Filed 2026-11-06

Parkside Financial Bank & Trust

INCREASED

Shares542,709 from 534,247

Change+8,462 (+2%)

Value$5.8M (+$565.2K)

Filed 2026-10-27

First Heartland Consultants, Inc.

NEW

Shares249,323

Change+249,323

Value$2.6M

Filed 2026-10-08

Atria Investments, Inc

NEW

Shares240,336

Change+240,336

Value$2.5M

Filed 2026-10-15

Lee Financial Co

DECREASED

Shares206,596 from 210,096

Change-3,500 (-2%)

Value$2.2M (+$149.9K)

Filed 2026-10-16

Roman Butler Fullerton & Co

DECREASED

Shares155,687 from 159,144

Change-3,457 (-2%)

Value$1.8M (+$163.1K)

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares155,385 from 86,265

Change+69,120 (+80%)

Value$1.8M (+$902.5K)

Filed 2026-10-13

Oppenheimer & Co Inc

INCREASED

Shares153,114 from 153,004

Change+110 (+0%)

Value$1.6M (+$137.3K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

DECREASED

Shares116,788 from 118,290

Change-1,502 (-1%)

Value$1.2M (+$89.4K)

Filed 2026-11-02

Independent Financial Group, LLC

DECREASED

Shares114,404 from 119,127

Change-4,723 (-4%)

Value$1.2M (+$56.0K)

Filed 2026-10-13

Davidson Trust Co

DECREASED

Shares104,721 from 121,392

Change-16,671 (-14%)

Value$1.1M (-$68.7K)

Filed 2026-10-09

Onyx Bridge Wealth Group LLC

INCREASED

Shares74,705 from 73,937

Change+768 (+1%)

Value$791.9K (+$73.9K)

Filed 2026-10-16

Legacy Capital Wealth Partners, LLC

INCREASED

Shares69,093 from 68,352

Change+741 (+1%)

Value$732.4K (+$68.7K)

Filed 2026-10-21

Lionsbridge Wealth Management LLC

DECREASED

Shares66,548 from 72,511

Change-5,963 (-8%)

Value$705.4K (+$1.3K)

Filed 2026-10-26

Elevation Point Wealth Partners, LLC

DECREASED

Shares63,569 from 66,510

Change-2,941 (-4%)

Value$673.8K (+$28.0K)

Filed 2026-11-05

Merit Financial Group, LLC

DECREASED

Shares62,601 from 65,056

Change-2,455 (-4%)

Value$663.6K (+$31.9K)

Filed 2026-11-06

Patriot Financial Group Insurance Agency, LLC

DECREASED

Shares59,789 from 60,338

Change-549 (-1%)

Value$633.8K (+$47.9K)

Filed 2026-10-14

Creative Planning

INCREASED

Shares56,215 from 54,863

Change+1,352 (+2%)

Value$595.9K (+$63.2K)

Filed 2026-11-02

Indivisible Partners

INCREASED

Shares52,204 from 52,003

Change+201 (+0%)

Value$553.4K (+$48.4K)

Filed 2026-10-26

Lido Advisors, LLC

INCREASED

Shares45,928 from 45,705

Change+223 (+0%)

Value$486.8K (+$43.0K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

UNCHANGED

Shares45,342 from 45,342

Change0 (0%)

Value$480.6K (+$40.4K)

Filed 2026-11-06

Clear Harbor Asset Management, LLC

INCREASED

Shares45,135 from 44,974

Change+161 (+0%)

Value$478.4K (+$41.7K)

Filed 2026-11-05

Choreo, LLC

UNCHANGED

Shares37,270 from 37,270

Change0 (0%)

Value$395.1K (+$33.2K)

Filed 2026-10-28

Thor Investment Management Inc

UNCHANGED

Shares27,754 from 27,754

Change0 (0%)

Value$294.2K (+$24.7K)

Filed 2026-10-13

Essential Investment Partners LLC

NEW

Shares25,378

Change+25,378

Value$269.0K

Filed 2026-10-27

OFC Financial Planning, LLC

UNCHANGED

Shares22,136 from 22,136

Change0 (0%)

Value$234.6K (+$19.7K)

Filed 2026-11-06

Elevation Wealth Partners, LLC

DECREASED

Shares20,046 from 20,088

Change-42 (0%)

Value$212.5K (+$17.4K)

Filed 2026-10-07

Park Avenue Securities LLC

DECREASED

Shares19,404 from 19,457

Change-53 (0%)

Value$206 (-$188.8K)

Filed 2026-10-26

Carson Advisory Inc.

DECREASED

Shares18,897 from 19,694

Change-797 (-4%)

Value$200.3K (+$9.1K)

Filed 2026-11-06

Lanark Financial, Inc.

DECREASED

Shares18,696 from 18,748

Change-52 (0%)

Value$198.2K (+$16.1K)

Filed 2026-10-26

StoneX Group Inc.

NEW

Shares18,567

Change+18,567

Value$196.6K

Filed 2026-11-03

Plancorp, LLC

INCREASED

Shares18,561 from 18,362

Change+199 (+1%)

Value$220.5K (+$32.5K)

Filed 2026-11-03

Farther Finance Advisors, LLC

NEW

Shares16,630

Change+16,630

Value$176.3K

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares16,553 from 19,735

Change-3,182 (-16%)

Value$175.5K (-$16.2K)

Filed 2026-11-05

Ignite Planners, LLC

DECREASED

Shares14,678 from 277,754

Change-263,076 (-95%)

Value$155.6K (-$2.5M)

Filed 2026-10-14

Canvas Wealth Advisors, LLC

UNCHANGED

Shares13,908 from 13,908

Change0 (0%)

Value$161.7K (+$26.6K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares13,229 from 13,217

Change+12 (+0%)

Value$140 (-$127.9K)

Filed 2026-11-02

Avail Investment Partners, LLC

DECREASED

Shares12,852 from 17,750

Change-4,898 (-28%)

Value$136.2K (-$36.1K)

Filed 2026-10-16

Investment Research Partners LLC

DECREASED

Shares12,852 from 17,750

Change-4,898 (-28%)

Value$136.2K (-$36.1K)

Filed 2026-10-19

OpenArc Corporate Advisory, LLC

UNCHANGED

Shares11,520 from 11,520

Change0 (0%)

Value$122.1K (+$10.3K)

Filed 2026-10-21

Next Level Wealth Planning, LLC

NEW

Shares6,060

Change+6,060

Value$64.2K

Filed 2026-10-29

Private Trust Co NA

INCREASED

Shares4,396 from 3,114

Change+1,282 (+41%)

Value$46.6K (+$16.4K)

Filed 2026-10-20

AlphaCore Capital LLC

UNCHANGED

Shares3,431 from 3,431

Change0 (0%)

Value$36.4K (+$3.1K)

Filed 2026-11-04

Larson Financial Group LLC

UNCHANGED

Shares1,058 from 1,058

Change0 (0%)

Value$11.2K (+$942)

Filed 2026-11-05

Signaturefd, LLC

NEW

Shares800

Change+800

Value$8.5K

Filed 2026-10-23

Latitude Advisors, LLC

NEW

Shares276

Change+276

Value$2.9K

Filed 2026-10-27

Visionary Wealth Advisors

CLOSED

Shares0 from 33,369

Change-33,369 (-100%)

Value$0 (-$324.0K)

Filed 2026-11-04

US Bancorp \de\

CLOSED

Shares0 from 1,268

Change-1,268 (-100%)

Value$0 (-$12.3K)

Filed 2026-11-05

Bank of America Corp

N/A

Shares— from 10,328,549

Change-10,328,549 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 4,633,732

Change-4,633,732 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,259,548

Change-2,259,548 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,155,355

Change-1,155,355 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 576,456

Change-576,456 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 483,500

Change-483,500 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 393,007

Change-393,007 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 379,259

Change-379,259 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 366,996

Change-366,996 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 178,183

Change-178,183 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 167,363

Change-167,363 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 127,846

Change-127,846 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 119,363

Change-119,363 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 118,640

Change-118,640 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 116,662

Change-116,662 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 110,409

Change-110,409 (-100%)

Value—

Atlanta Consulting Group Advisors, LLC

N/A

Shares— from 96,000

Change-96,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 69,254

Change-69,254 (-100%)

Value—

Bank OZK

N/A

Shares— from 67,508

Change-67,508 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 64,928

Change-64,928 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 63,291

Change-63,291 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 60,439

Change-60,439 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 56,436

Change-56,436 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 55,172

Change-55,172 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 35,667

Change-35,667 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 29,041

Change-29,041 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 25,890

Change-25,890 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 23,593

Change-23,593 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 23,272

Change-23,272 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 23,046

Change-23,046 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,293

Change-19,293 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 16,963

Change-16,963 (-100%)

Value—

Cannon Wealth Management Services, LLC

N/A

Shares— from 16,579

Change-16,579 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,371

Change-16,371 (-100%)

Value—

CM Wealth Advisors LLC

N/A

Shares— from 14,608

Change-14,608 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 14,299

Change-14,299 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 14,193

Change-14,193 (-100%)

Value—

Beckerman Institutional, LLC

N/A

Shares— from 11,172

Change-11,172 (-100%)

Value—

Tulsa Wealth Advisors, Inc

N/A

Shares— from 11,165

Change-11,165 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,148

Change-11,148 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 10,366

Change-10,366 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,344

Change-9,344 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 7,548

Change-7,548 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 5,148

Change-5,148 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,682

Change-2,682 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 437

Change-437 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 177

Change-177 (-100%)

Value—

	Status
D.A. Davidson & Co.	INCREASED	4,457,158	4,342,251	+114,907	+3%	$42.2M	$47.2M	+$5.1M	2026-10-28
LPL Financial LLC	INCREASED	830,414	724,344	+106,070	+15%	$7.0M	$8.8M	+$1.8M	2026-11-06
Savant Capital, LLC	INCREASED	785,229	399,785	+385,444	+96%	$4.1M	$8.3M	+$4.2M	2026-11-06
Parkside Financial Bank & Trust	INCREASED	542,709	534,247	+8,462	+2%	$5.2M	$5.8M	+$565.2K	2026-10-27
First Heartland Consultants, Inc.	NEW	249,323	—	+249,323	—	—	$2.6M	—	2026-10-08
Atria Investments, Inc	NEW	240,336	—	+240,336	—	—	$2.5M	—	2026-10-15
Lee Financial Co	DECREASED	206,596	210,096	-3,500	-2%	$2.0M	$2.2M	+$149.9K	2026-10-16
Roman Butler Fullerton & Co	DECREASED	155,687	159,144	-3,457	-2%	$1.6M	$1.8M	+$163.1K	2026-10-27
Wealth Enhancement Advisory Services, LLC	INCREASED	155,385	86,265	+69,120	+80%	$862.7K	$1.8M	+$902.5K	2026-10-13
Oppenheimer & Co Inc	INCREASED	153,114	153,004	+110	+0%	$1.5M	$1.6M	+$137.3K	2026-10-26
Commonwealth Equity Services, LLC	DECREASED	116,788	118,290	-1,502	-1%	$1.1M	$1.2M	+$89.4K	2026-11-02
Independent Financial Group, LLC	DECREASED	114,404	119,127	-4,723	-4%	$1.2M	$1.2M	+$56.0K	2026-10-13
Davidson Trust Co	DECREASED	104,721	121,392	-16,671	-14%	$1.2M	$1.1M	-$68.7K	2026-10-09
Onyx Bridge Wealth Group LLC	INCREASED	74,705	73,937	+768	+1%	$717.9K	$791.9K	+$73.9K	2026-10-16
Legacy Capital Wealth Partners, LLC	INCREASED	69,093	68,352	+741	+1%	$663.7K	$732.4K	+$68.7K	2026-10-21
Lionsbridge Wealth Management LLC	DECREASED	66,548	72,511	-5,963	-8%	$704.1K	$705.4K	+$1.3K	2026-10-26
Elevation Point Wealth Partners, LLC	DECREASED	63,569	66,510	-2,941	-4%	$645.8K	$673.8K	+$28.0K	2026-11-05
Merit Financial Group, LLC	DECREASED	62,601	65,056	-2,455	-4%	$631.7K	$663.6K	+$31.9K	2026-11-06
Patriot Financial Group Insurance Agency, LLC	DECREASED	59,789	60,338	-549	-1%	$585.9K	$633.8K	+$47.9K	2026-10-14
Creative Planning	INCREASED	56,215	54,863	+1,352	+2%	$532.7K	$595.9K	+$63.2K	2026-11-02
Indivisible Partners	INCREASED	52,204	52,003	+201	+0%	$504.9K	$553.4K	+$48.4K	2026-10-26
Lido Advisors, LLC	INCREASED	45,928	45,705	+223	+0%	$443.8K	$486.8K	+$43.0K	2026-11-04
PNC Financial Services Group, Inc.	UNCHANGED	45,342	45,342	0	0%	$440.3K	$480.6K	+$40.4K	2026-11-06
Clear Harbor Asset Management, LLC	INCREASED	45,135	44,974	+161	+0%	$436.7K	$478.4K	+$41.7K	2026-11-05
Choreo, LLC	UNCHANGED	37,270	37,270	0	0%	$361.9K	$395.1K	+$33.2K	2026-10-28
Thor Investment Management Inc	UNCHANGED	27,754	27,754	0	0%	$269.5K	$294.2K	+$24.7K	2026-10-13
Essential Investment Partners LLC	NEW	25,378	—	+25,378	—	—	$269.0K	—	2026-10-27
OFC Financial Planning, LLC	UNCHANGED	22,136	22,136	0	0%	$214.9K	$234.6K	+$19.7K	2026-11-06
Elevation Wealth Partners, LLC	DECREASED	20,046	20,088	-42	0%	$195.1K	$212.5K	+$17.4K	2026-10-07
Park Avenue Securities LLC	DECREASED	19,404	19,457	-53	0%	$189.0K	$206	-$188.8K	2026-10-26
Carson Advisory Inc.	DECREASED	18,897	19,694	-797	-4%	$191.2K	$200.3K	+$9.1K	2026-11-06
Lanark Financial, Inc.	DECREASED	18,696	18,748	-52	0%	$182.1K	$198.2K	+$16.1K	2026-10-26
StoneX Group Inc.	NEW	18,567	—	+18,567	—	—	$196.6K	—	2026-11-03
Plancorp, LLC	INCREASED	18,561	18,362	+199	+1%	$188.0K	$220.5K	+$32.5K	2026-11-03
Farther Finance Advisors, LLC	NEW	16,630	—	+16,630	—	—	$176.3K	—	2026-10-08
Fifth Third Bancorp	DECREASED	16,553	19,735	-3,182	-16%	$191.6K	$175.5K	-$16.2K	2026-11-05
Ignite Planners, LLC	DECREASED	14,678	277,754	-263,076	-95%	$2.7M	$155.6K	-$2.5M	2026-10-14
Canvas Wealth Advisors, LLC	UNCHANGED	13,908	13,908	0	0%	$135.0K	$161.7K	+$26.6K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	13,229	13,217	+12	+0%	$128.0K	$140	-$127.9K	2026-11-02
Avail Investment Partners, LLC	DECREASED	12,852	17,750	-4,898	-28%	$172.4K	$136.2K	-$36.1K	2026-10-16
Investment Research Partners LLC	DECREASED	12,852	17,750	-4,898	-28%	$172.4K	$136.2K	-$36.1K	2026-10-19
OpenArc Corporate Advisory, LLC	UNCHANGED	11,520	11,520	0	0%	$111.9K	$122.1K	+$10.3K	2026-10-21
Next Level Wealth Planning, LLC	NEW	6,060	—	+6,060	—	—	$64.2K	—	2026-10-29
Private Trust Co NA	INCREASED	4,396	3,114	+1,282	+41%	$30.2K	$46.6K	+$16.4K	2026-10-20
AlphaCore Capital LLC	UNCHANGED	3,431	3,431	0	0%	$33.3K	$36.4K	+$3.1K	2026-11-04
Larson Financial Group LLC	UNCHANGED	1,058	1,058	0	0%	$10.3K	$11.2K	+$942	2026-11-05
Signaturefd, LLC	NEW	800	—	+800	—	—	$8.5K	—	2026-10-23
Latitude Advisors, LLC	NEW	276	—	+276	—	—	$2.9K	—	2026-10-27
Visionary Wealth Advisors	CLOSED	0	33,369	-33,369	-100%	$324.0K	$0	-$324.0K	2026-11-04
US Bancorp \de\	CLOSED	0	1,268	-1,268	-100%	$12.3K	$0	-$12.3K	2026-11-05
Bank of America Corp	N/A	—	10,328,549	-10,328,549	-100%	$100.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	4,633,732	-4,633,732	-100%	$45.0M	—	—	—
Raymond James Financial Inc	N/A	—	2,259,548	-2,259,548	-100%	$21.9M	—	—	—
UBS Group AG	N/A	—	1,155,355	-1,155,355	-100%	$11.2M	—	—	—
Baird Financial Group, Inc.	N/A	—	576,456	-576,456	-100%	$5.6M	—	—	—
Royal Bank of Canada	N/A	—	483,500	-483,500	-100%	$4.7M	—	—	—
Waverly Advisors, LLC	N/A	—	393,007	-393,007	-100%	$3.8M	—	—	—
Captrust Financial Advisors	N/A	—	379,259	-379,259	-100%	$3.7M	—	—	—
Northern Trust Corp	N/A	—	366,996	-366,996	-100%	$3.6M	—	—	—
SCS Capital Management LLC	N/A	—	178,183	-178,183	-100%	$1.8M	—	—	—
Mariner, LLC	N/A	—	167,363	-167,363	-100%	$1.6M	—	—	—
HighTower Advisors, LLC	N/A	—	127,846	-127,846	-100%	$1.2M	—	—	—
Alteri Wealth LLC	N/A	—	119,363	-119,363	-100%	$1.2M	—	—	—
MAI Capital Management	N/A	—	118,640	-118,640	-100%	$1.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	116,662	-116,662	-100%	$1.1M	—	—	—
Morgan Stanley	N/A	—	110,409	-110,409	-100%	$1.1M	—	—	—
Atlanta Consulting Group Advisors, LLC	N/A	—	96,000	-96,000	-100%	$932.2K	—	—	—
Cetera Investment Advisers	N/A	—	69,254	-69,254	-100%	$672.5K	—	—	—
Bank OZK	N/A	—	67,508	-67,508	-100%	$655.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	64,928	-64,928	-100%	$630.4K	—	—	—
GTS Securities LLC	N/A	—	63,291	-63,291	-100%	$614.6K	—	—	—
Brown Brothers Harriman & Co	N/A	—	60,439	-60,439	-100%	$586.9K	—	—	—
Ameriprise Financial Inc	N/A	—	56,436	-56,436	-100%	$548.0K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	55,172	-55,172	-100%	$535.7K	—	—	—
IFG Advisory, LLC	N/A	—	35,667	-35,667	-100%	$346.3K	—	—	—
Stifel Financial Corp	N/A	—	29,041	-29,041	-100%	$282.0K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	25,890	-25,890	-100%	$251.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	23,593	-23,593	-100%	$229.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	23,272	-23,272	-100%	$226.0K	—	—	—
IHT Wealth Management, LLC	N/A	—	23,046	-23,046	-100%	$223.8K	—	—	—
Wells Fargo & Company	N/A	—	19,293	-19,293	-100%	$187.3K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	16,963	-16,963	-100%	$164.7K	—	—	—
Cannon Wealth Management Services, LLC	N/A	—	16,579	-16,579	-100%	$161.0K	—	—	—
Citadel Advisors LLC	N/A	—	16,371	-16,371	-100%	$159.0K	—	—	—
CM Wealth Advisors LLC	N/A	—	14,608	-14,608	-100%	$141.8K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	14,299	-14,299	-100%	$138.8K	—	—	—
Drive Wealth Management, LLC	N/A	—	14,193	-14,193	-100%	$137.8K	—	—	—
Beckerman Institutional, LLC	N/A	—	11,172	-11,172	-100%	$108.5K	—	—	—
Tulsa Wealth Advisors, Inc	N/A	—	11,165	-11,165	-100%	$108.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,148	-11,148	-100%	$108.2K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	10,366	-10,366	-100%	$100.7K	—	—	—
FMR LLC	N/A	—	9,344	-9,344	-100%	$90.7K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	7,548	-7,548	-100%	$73.3K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	5,148	-5,148	-100%	$50.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,682	-2,682	-100%	$26.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	437	-437	-100%	$4.2K	—	—	—
JPMorgan Chase & Co	N/A	—	177	-177	-100%	$1.7K	—	—	—

Showing 97 of 97 institutions