Workhorse Group Inc

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Principal Securities, Inc.

UNCHANGED

Shares2,081 from 2,081

Change0 (0%)

Value$1.5K ($0)

Filed 2025-04-30

IFP Advisors, Inc

DECREASED

Shares196 from 197

Change-1 (-1%)

Value$40 (-$97)

Filed 2025-05-05

Total Clarity Wealth Management, Inc.

NEW

Shares55

Change+55

Value$38

Filed 2025-04-17

SVB Wealth LLC

NEW

Shares1

Change+1

Value$2

Filed 2025-05-14

Investors Research Corp

DECREASED

Shares1 from 3

Change-2 (-67%)

Value$2 ($0)

Filed 2025-04-08

Susquehanna International Group, LLP

CLOSED

Shares0 from 890,282

Change-890,282 (-100%)

Value$0 (-$621.4K)

Filed 2025-05-14

Vanguard Group Inc

CLOSED

Shares0 from 695,134

Change-695,134 (-100%)

Value$0 (-$485.2K)

Filed 2025-05-09

Geode Capital Management, LLC

CLOSED

Shares0 from 332,561

Change-332,561 (-100%)

Value$0 (-$232.2K)

Filed 2025-05-13

BlackRock, Inc.

CLOSED

Shares0 from 202,811

Change-202,811 (-100%)

Value$0 (-$141.6K)

Filed 2025-05-02

Hudson Bay Capital Management LP

CLOSED

Shares0 from 105,605

Change-105,605 (-100%)

Value$0 (-$73.7K)

Filed 2025-05-14

Swedbank AB

CLOSED

Shares0 from 95,796

Change-95,796 (-100%)

Value$0 (-$66.9K)

Filed 2025-04-14

State Street Corp

CLOSED

Shares0 from 46,135

Change-46,135 (-100%)

Value$0 (-$32.2K)

Filed 2025-05-15

Vanguard Personalized Indexing Management, LLC

CLOSED

Shares0 from 41,115

Change-41,115 (-100%)

Value$0 (-$28.7K)

Filed 2025-05-14

Jane Street Group, LLC

CLOSED

Shares0 from 33,017

Change-33,017 (-100%)

Value$0 (-$23.0K)

Filed 2025-05-19

Price T Rowe Associates Inc

CLOSED

Shares0 from 28,820

Change-28,820 (-100%)

Value$0 (-$20)

Filed 2025-05-14

Northern Trust Corp

CLOSED

Shares0 from 27,801

Change-27,801 (-100%)

Value$0 (-$19.4K)

Filed 2025-05-13

Morgan Stanley

CLOSED

Shares0 from 27,575

Change-27,575 (-100%)

Value$0 (-$19.2K)

Filed 2025-05-15

Group One Trading LLC

CLOSED

Shares0 from 26,643

Change-26,643 (-100%)

Value$0 (-$18.6K)

Filed 2025-05-14

Marex Group Ltd

CLOSED

Shares0 from 18,804

Change-18,804 (-100%)

Value$0 (-$13.1K)

Filed 2026-04-02

UBS Group AG

CLOSED

Shares0 from 17,854

Change-17,854 (-100%)

Value$0 (-$12.5K)

Filed 2025-05-13

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 16,052

Change-16,052 (-100%)

Value$0 (-$11.2K)

Filed 2025-05-15

Squarepoint Ops LLC

CLOSED

Shares0 from 11,989

Change-11,989 (-100%)

Value$0 (-$8.4K)

Filed 2025-08-27

Perennial Investment Advisors, LLC

CLOSED

Shares0 from 10,800

Change-10,800 (-100%)

Value$0 (-$7.5K)

Filed 2025-05-15

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 10,311

Change-10,311 (-100%)

Value$0 (-$7)

Filed 2025-05-09

Financial Security Advisor, Inc.

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$7.0K)

Filed 2025-05-01

Osaic Holdings, Inc.

CLOSED

Shares0 from 3,241

Change-3,241 (-100%)

Value$0 (-$2.2K)

Filed 2025-05-12

Walleye Trading LLC

CLOSED

Shares0 from 3,206

Change-3,206 (-100%)

Value$0 (-$2.2K)

Filed 2025-05-14

MCF Advisors LLC

CLOSED

Shares0 from 2,442

Change-2,442 (-100%)

Value$0 (-$1.7K)

Filed 2025-05-06

Wells Fargo & Company

CLOSED

Shares0 from 2,440

Change-2,440 (-100%)

Value$0 (-$1.7K)

Filed 2025-05-13

SBI Securities Co., Ltd.

CLOSED

Shares0 from 2,117

Change-2,117 (-100%)

Value$0 (-$1.5K)

Filed 2025-05-02

BNP Paribas Financial Markets

CLOSED

Shares0 from 1,970

Change-1,970 (-100%)

Value$0 (-$1.4K)

Filed 2025-05-14

Bank of America Corp

CLOSED

Shares0 from 1,349

Change-1,349 (-100%)

Value$0 (-$943)

Filed 2025-05-15

Kohmann Bosshard Financial Services, LLC

CLOSED

Shares0 from 850

Change-850 (-100%)

Value$0 (-$593)

Filed 2025-05-12

Capital Advisors, Ltd. LLC

CLOSED

Shares0 from 795

Change-795 (-100%)

Value$0 (-$1)

Filed 2025-04-15

Blue Trust, Inc.

CLOSED

Shares0 from 623

Change-623 (-100%)

Value$0 (-$435)

Filed 2025-04-21

Citigroup Inc

CLOSED

Shares0 from 599

Change-599 (-100%)

Value$0 (-$418)

Filed 2025-05-12

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 387

Change-387 (-100%)

Value$0 (-$270)

Filed 2025-05-15

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 311

Change-311 (-100%)

Value$0 (-$217)

Filed 2025-05-14

JPMorgan Chase & Co

CLOSED

Shares0 from 216

Change-216 (-100%)

Value$0 (-$151)

Filed 2025-05-12

Nfsg Corp

CLOSED

Shares0 from 175

Change-175 (-100%)

Value$0 (-$122)

Filed 2025-05-15

Cape Investment Advisory, Inc.

CLOSED

Shares0 from 146

Change-146 (-100%)

Value$0 (-$102)

Filed 2025-05-16

CWM, LLC

CLOSED

Shares0 from 113

Change-113 (-100%)

Value$0 ($0)

Filed 2025-05-01

Allworth Financial LP

CLOSED

Shares0 from 108

Change-108 (-100%)

Value$0 (-$68)

Filed 2025-04-30

Activest Wealth Management

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$70)

Filed 2025-05-15

Ancora Advisors LLCA

CLOSED

Shares0 from 88

Change-88 (-100%)

Value$0 (-$61)

Filed 2025-05-15

Jones Financial Companies Lllp

CLOSED

Shares0 from 72

Change-72 (-100%)

Value$0 (-$50)

Filed 2025-05-28

Signaturefd, LLC

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$49)

Filed 2025-05-02

Addison Advisors LLC

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$44)

Filed 2025-05-12

TD Capital Management LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$42)

Filed 2025-05-14

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 58

Change-58 (-100%)

Value$0 (-$41)

Filed 2025-05-13

Salem Investment Counselors Inc

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$35)

Filed 2025-04-16

HM Payson & Co

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$35)

Filed 2025-04-29

Sachetta, LLC

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$35)

Filed 2025-05-02

Future Financial Wealth Managment LLC

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$35)

Filed 2025-04-09

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$34)

Filed 2025-05-09

National Bank of Canada

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$30)

Filed 2025-05-12

Quadrant Capital Group LLC

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 (-$29)

Filed 2025-05-13

CoreCap Advisors, LLC

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$28)

Filed 2025-05-09

Parkside Financial Bank & Trust

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$24)

Filed 2025-05-08

NewEdge Advisors, LLC

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$19)

Filed 2025-05-15

Jnba Financial Advisors

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$20)

Filed 2025-04-25

US Bancorp \de\

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$18)

Filed 2025-05-08

Atlantic Trust Group, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$19)

Filed 2025-05-14

Van Hulzen Asset Management, LLC

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$17)

Filed 2025-05-14

Farther Finance Advisors, LLC

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$13)

Filed 2025-04-14

Continuum Advisory, LLC

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$13)

Filed 2025-04-23

Wilmington Savings Fund Society, FSB

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$10)

Filed 2025-05-08

Harbour Investments, Inc.

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$10)

Filed 2025-05-08

GPS Wealth Strategies Group, LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$9)

Filed 2025-04-15

Avior Wealth Management, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$8)

Filed 2025-04-21

Royal Bank of Canada

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 ($0)

Filed 2025-11-21

Indiana Trust & Investment Management Co

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$7)

Filed 2025-05-21

FMR LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$7)

Filed 2026-11-05

Clean Yield Group

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$7)

Filed 2025-04-14

Transce3nd, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$4)

Filed 2025-05-05

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$3)

Filed 2025-04-28

Capital A Wealth Management, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$2)

Filed 2025-05-02

MAI Capital Management

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$3)

Filed 2025-05-15

Main Street Group, LTD

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$3)

Filed 2025-05-14

Medallion Wealth Advisors, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$1)

Filed 2026-04-24

BFC Planning, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$1)

Filed 2026-10-29

Caldwell Sutter Capital, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$1)

Filed 2025-04-16

Rhumbline Advisers

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2025-05-29

Corebridge Financial, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$1)

Filed 2025-05-14

Clearstead Advisors, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$1)

Filed 2025-05-13

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$1)

Filed 2025-05-13

Albion Financial Group

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$1)

Filed 2025-04-25

Barclays PLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$1)

Filed 2026-03-17

Atwood & Palmer Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$1)

Filed 2025-04-15

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-05-14

Ashburton (Jersey) Ltd

N/A

Shares— from 30

Change-30 (-100%)

Value—

Cassady Schiller Wealth Management, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Householder Group Estate & Retirement Specialist, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Principal Securities, Inc.	UNCHANGED	2,081	2,081	0	0%	$1.5K	$1.5K	$0	2025-04-30
IFP Advisors, Inc	DECREASED	196	197	-1	-1%	$137	$40	-$97	2025-05-05
Total Clarity Wealth Management, Inc.	NEW	55	—	+55	—	—	$38	—	2025-04-17
SVB Wealth LLC	NEW	1	—	+1	—	—	$2	—	2025-05-14
Investors Research Corp	DECREASED	1	3	-2	-67%	$2	$2	$0	2025-04-08
Susquehanna International Group, LLP	CLOSED	0	890,282	-890,282	-100%	$621.4K	$0	-$621.4K	2025-05-14
Vanguard Group Inc	CLOSED	0	695,134	-695,134	-100%	$485.2K	$0	-$485.2K	2025-05-09
Geode Capital Management, LLC	CLOSED	0	332,561	-332,561	-100%	$232.2K	$0	-$232.2K	2025-05-13
BlackRock, Inc.	CLOSED	0	202,811	-202,811	-100%	$141.6K	$0	-$141.6K	2025-05-02
Hudson Bay Capital Management LP	CLOSED	0	105,605	-105,605	-100%	$73.7K	$0	-$73.7K	2025-05-14
Swedbank AB	CLOSED	0	95,796	-95,796	-100%	$66.9K	$0	-$66.9K	2025-04-14
State Street Corp	CLOSED	0	46,135	-46,135	-100%	$32.2K	$0	-$32.2K	2025-05-15
Vanguard Personalized Indexing Management, LLC	CLOSED	0	41,115	-41,115	-100%	$28.7K	$0	-$28.7K	2025-05-14
Jane Street Group, LLC	CLOSED	0	33,017	-33,017	-100%	$23.0K	$0	-$23.0K	2025-05-19
Price T Rowe Associates Inc	CLOSED	0	28,820	-28,820	-100%	$20	$0	-$20	2025-05-14
Northern Trust Corp	CLOSED	0	27,801	-27,801	-100%	$19.4K	$0	-$19.4K	2025-05-13
Morgan Stanley	CLOSED	0	27,575	-27,575	-100%	$19.2K	$0	-$19.2K	2025-05-15
Group One Trading LLC	CLOSED	0	26,643	-26,643	-100%	$18.6K	$0	-$18.6K	2025-05-14
Marex Group Ltd	CLOSED	0	18,804	-18,804	-100%	$13.1K	$0	-$13.1K	2026-04-02
UBS Group AG	CLOSED	0	17,854	-17,854	-100%	$12.5K	$0	-$12.5K	2025-05-13
Tower Research Capital LLC (TRC)	CLOSED	0	16,052	-16,052	-100%	$11.2K	$0	-$11.2K	2025-05-15
Squarepoint Ops LLC	CLOSED	0	11,989	-11,989	-100%	$8.4K	$0	-$8.4K	2025-08-27
Perennial Investment Advisors, LLC	CLOSED	0	10,800	-10,800	-100%	$7.5K	$0	-$7.5K	2025-05-15
Commonwealth Equity Services, LLC	CLOSED	0	10,311	-10,311	-100%	$7	$0	-$7	2025-05-09
Financial Security Advisor, Inc.	CLOSED	0	10,000	-10,000	-100%	$7.0K	$0	-$7.0K	2025-05-01
Osaic Holdings, Inc.	CLOSED	0	3,241	-3,241	-100%	$2.2K	$0	-$2.2K	2025-05-12
Walleye Trading LLC	CLOSED	0	3,206	-3,206	-100%	$2.2K	$0	-$2.2K	2025-05-14
MCF Advisors LLC	CLOSED	0	2,442	-2,442	-100%	$1.7K	$0	-$1.7K	2025-05-06
Wells Fargo & Company	CLOSED	0	2,440	-2,440	-100%	$1.7K	$0	-$1.7K	2025-05-13
SBI Securities Co., Ltd.	CLOSED	0	2,117	-2,117	-100%	$1.5K	$0	-$1.5K	2025-05-02
BNP Paribas Financial Markets	CLOSED	0	1,970	-1,970	-100%	$1.4K	$0	-$1.4K	2025-05-14
Bank of America Corp	CLOSED	0	1,349	-1,349	-100%	$943	$0	-$943	2025-05-15
Kohmann Bosshard Financial Services, LLC	CLOSED	0	850	-850	-100%	$593	$0	-$593	2025-05-12
Capital Advisors, Ltd. LLC	CLOSED	0	795	-795	-100%	$1	$0	-$1	2025-04-15
Blue Trust, Inc.	CLOSED	0	623	-623	-100%	$435	$0	-$435	2025-04-21
Citigroup Inc	CLOSED	0	599	-599	-100%	$418	$0	-$418	2025-05-12
Federation des caisses Desjardins du Quebec	CLOSED	0	387	-387	-100%	$270	$0	-$270	2025-05-15
Northwestern Mutual Wealth Management Co	CLOSED	0	311	-311	-100%	$217	$0	-$217	2025-05-14
JPMorgan Chase & Co	CLOSED	0	216	-216	-100%	$151	$0	-$151	2025-05-12
Nfsg Corp	CLOSED	0	175	-175	-100%	$122	$0	-$122	2025-05-15
Cape Investment Advisory, Inc.	CLOSED	0	146	-146	-100%	$102	$0	-$102	2025-05-16
CWM, LLC	CLOSED	0	113	-113	-100%	$0	$0	$0	2025-05-01
Allworth Financial LP	CLOSED	0	108	-108	-100%	$68	$0	-$68	2025-04-30
Activest Wealth Management	CLOSED	0	100	-100	-100%	$70	$0	-$70	2025-05-15
Ancora Advisors LLCA	CLOSED	0	88	-88	-100%	$61	$0	-$61	2025-05-15
Jones Financial Companies Lllp	CLOSED	0	72	-72	-100%	$50	$0	-$50	2025-05-28
Signaturefd, LLC	CLOSED	0	70	-70	-100%	$49	$0	-$49	2025-05-02
Addison Advisors LLC	CLOSED	0	63	-63	-100%	$44	$0	-$44	2025-05-12
TD Capital Management LLC	CLOSED	0	60	-60	-100%	$42	$0	-$42	2025-05-14
Steward Partners Investment Advisory, LLC	CLOSED	0	58	-58	-100%	$41	$0	-$41	2025-05-13
Salem Investment Counselors Inc	CLOSED	0	50	-50	-100%	$35	$0	-$35	2025-04-16
HM Payson & Co	CLOSED	0	50	-50	-100%	$35	$0	-$35	2025-04-29
Sachetta, LLC	CLOSED	0	50	-50	-100%	$35	$0	-$35	2025-05-02
Future Financial Wealth Managment LLC	CLOSED	0	50	-50	-100%	$35	$0	-$35	2025-04-09
TD Waterhouse Canada Inc.	CLOSED	0	50	-50	-100%	$34	$0	-$34	2025-05-09
National Bank of Canada	CLOSED	0	43	-43	-100%	$30	$0	-$30	2025-05-12
Quadrant Capital Group LLC	CLOSED	0	41	-41	-100%	$29	$0	-$29	2025-05-13
CoreCap Advisors, LLC	CLOSED	0	40	-40	-100%	$28	$0	-$28	2025-05-09
Parkside Financial Bank & Trust	CLOSED	0	34	-34	-100%	$24	$0	-$24	2025-05-08
NewEdge Advisors, LLC	CLOSED	0	28	-28	-100%	$19	$0	-$19	2025-05-15
Jnba Financial Advisors	CLOSED	0	28	-28	-100%	$20	$0	-$20	2025-04-25
US Bancorp \de\	CLOSED	0	26	-26	-100%	$18	$0	-$18	2025-05-08
Atlantic Trust Group, LLC	CLOSED	0	25	-25	-100%	$19	$0	-$19	2025-05-14
Van Hulzen Asset Management, LLC	CLOSED	0	23	-23	-100%	$17	$0	-$17	2025-05-14
Farther Finance Advisors, LLC	CLOSED	0	19	-19	-100%	$13	$0	-$13	2025-04-14
Continuum Advisory, LLC	CLOSED	0	18	-18	-100%	$13	$0	-$13	2025-04-23
Wilmington Savings Fund Society, FSB	CLOSED	0	15	-15	-100%	$10	$0	-$10	2025-05-08
Harbour Investments, Inc.	CLOSED	0	14	-14	-100%	$10	$0	-$10	2025-05-08
GPS Wealth Strategies Group, LLC	CLOSED	0	13	-13	-100%	$9	$0	-$9	2025-04-15
Avior Wealth Management, LLC	CLOSED	0	12	-12	-100%	$8	$0	-$8	2025-04-21
Royal Bank of Canada	CLOSED	0	10	-10	-100%	$0	$0	$0	2025-11-21
Indiana Trust & Investment Management Co	CLOSED	0	10	-10	-100%	$7	$0	-$7	2025-05-21
FMR LLC	CLOSED	0	10	-10	-100%	$7	$0	-$7	2026-11-05
Clean Yield Group	CLOSED	0	10	-10	-100%	$7	$0	-$7	2025-04-14
Transce3nd, LLC	CLOSED	0	6	-6	-100%	$4	$0	-$4	2025-05-05
Vermillion Wealth Management, Inc.	CLOSED	0	4	-4	-100%	$3	$0	-$3	2025-04-28
Capital A Wealth Management, LLC	CLOSED	0	3	-3	-100%	$2	$0	-$2	2025-05-02
MAI Capital Management	CLOSED	0	3	-3	-100%	$3	$0	-$3	2025-05-15
Main Street Group, LTD	CLOSED	0	3	-3	-100%	$3	$0	-$3	2025-05-14
Medallion Wealth Advisors, LLC	CLOSED	0	2	-2	-100%	$1	$0	-$1	2026-04-24
BFC Planning, Inc.	CLOSED	0	2	-2	-100%	$1	$0	-$1	2026-10-29
Caldwell Sutter Capital, Inc.	CLOSED	0	2	-2	-100%	$1	$0	-$1	2025-04-16
Rhumbline Advisers	CLOSED	0	2	-2	-100%	$0	$0	$0	2025-05-29
Corebridge Financial, Inc.	CLOSED	0	2	-2	-100%	$1	$0	-$1	2025-05-14
Clearstead Advisors, LLC	CLOSED	0	1	-1	-100%	$1	$0	-$1	2025-05-13
EverSource Wealth Advisors, LLC	CLOSED	0	1	-1	-100%	$1	$0	-$1	2025-05-13
Albion Financial Group	CLOSED	0	1	-1	-100%	$1	$0	-$1	2025-04-25
Barclays PLC	CLOSED	0	1	-1	-100%	$1	$0	-$1	2026-03-17
Atwood & Palmer Inc	CLOSED	0	1	-1	-100%	$1	$0	-$1	2025-04-15
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-05-14
Ashburton (Jersey) Ltd	N/A	—	30	-30	-100%	$0	—	—	—
Cassady Schiller Wealth Management, LLC	N/A	—	25	-25	-100%	$17	—	—	—
Global Retirement Partners, LLC	N/A	—	3	-3	-100%	$2	—	—	—
Householder Group Estate & Retirement Specialist, LLC	N/A	—	3	-3	-100%	$0	—	—	—

Showing 94 of 94 institutions