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Institutions Holding FPEI (208 holders)

208 institutions currently hold FPEI, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
MORGAN STANLEY$378.7M0.02%
UBS Group AG$186.1M0.03%
BANK OF AMERICA CORP /DE/$114.3M0.01%
ROYAL BANK OF CANADA$102.1M0.02%
LPL Financial LLC$81.4M0.02%
SMITH CHAS P & ASSOCIATES PA CPAS$46.1M2.50%
RAYMOND JAMES FINANCIAL INC$39.5M0.01%
Montis Financial, LLC$34.5M7.14%
ENVESTNET ASSET MANAGEMENT INC$30.2M0.01%
TRUIST FINANCIAL CORP$27.9M0.04%
NewEdge Advisors, LLC$27.3M1.30%
JANE STREET GROUP, LLC$27.1M0.00%
FUKOKU MUTUAL LIFE INSURANCE Co$23.9M1.57%
Legacy Edge Advisors, LLC$23.1M2.43%
Annex Advisory Services, LLC$19.5M0.37%
CITIZENS FINANCIAL GROUP INC/RI$18.9M0.26%
OSAIC HOLDINGS, INC.$13.4M0.02%
Cetera Investment Advisers$12.8M0.01%
Essex LLC$12.3M2.17%
Baird Financial Group, Inc.$12.0M0.02%
INTEGRAL INVESTMENT ADVISORS, INC.$11.7M2.91%
HighTower Advisors, LLC$9.9M0.01%
Merit Financial Group, LLC$9.4M0.07%
Geneos Wealth Management Inc.$9.3M0.21%
ADAMSBROWN WEALTH CONSULTANTS LLC$8.6M2.29%
Legacy CG, LLC$7.9M2.19%
JPMORGAN CHASE & CO$7.8M0.00%
Key Financial Inc$7.5M1.34%
Kingsview Wealth Management, LLC$7.1M0.10%
STIFEL FINANCIAL CORP$7.0M0.01%
Elevated Capital Advisors, LLC$7.0M1.76%
Westview Management dba Westview Investment Advisors$6.7M3.51%
Prospera Financial Services Inc$6.7M0.11%
COMMONWEALTH EQUITY SERVICES, LLC$6.6M0.01%
CWM, LLC$6.3M0.02%
HRT FINANCIAL LP$6.0M0.02%
Rockefeller Capital Management L.P.$5.8M0.01%
VISTA INVESTMENT MANAGEMENT$5.3M1.77%
McAdam, LLC$4.7M0.21%
FIRST TRUST ADVISORS LP$4.1M0.00%
Synergy Investment Management, LLC$4.0M1.29%
Baer Investment Advisory LLC$3.5M0.43%
VICTORY FINANCIAL GROUP, LLC$3.5M0.43%
Private Advisor Group, LLC$3.4M0.02%
FLYNN ZITO CAPITAL MANAGEMENT, LLC$3.2M1.03%
MARSHALL INVESTMENT MANAGEMENT, LLC$3.0M1.44%
Welch & Forbes LLC$2.7M0.03%
PARK NATIONAL CORP /OH/$2.6M0.08%
Veridan Wealth LLC$2.4M0.90%
1776 Wealth LLC$2.4M0.93%
Janney Montgomery Scott LLC$2.3M0.01%
Cambridge Investment Research Advisors, Inc.$2.3M0.01%
Focus Partners Wealth$2.3M0.00%
Keebeck Wealth Management$2.2M0.25%
WINEBRENNER CAPITAL MANAGEMENT LLC$2.2M1.43%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.2M0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2.1M0.11%
BEACON FINANCIAL GROUP$2.0M0.20%
StoneCrest Wealth Management, Inc.$2.0M0.85%
True Blue Financial, LLC$2.0M1.55%
Visionary Wealth Advisors$2.0M0.09%
Ashton Thomas Private Wealth, LLC$1.7M0.04%
FIFTH THIRD BANCORP$1.7M0.00%
Steward Partners Investment Advisory, LLC$1.5M0.01%
J.W. COLE ADVISORS, INC.$1.5M0.05%
Merkkuri Wealth Advisors LLC$1.5M0.97%
Walker Asset Management, LLC$1.5M0.79%
Investment Partners Asset Management, Inc.$1.4M0.88%
FWL INVESTMENT MANAGEMENT, LLC$1.4M0.31%
Lakeridge Wealth Management LLC$1.4M0.60%
Jaffetilchin Investment Partners, LLC$1.4M0.08%
SUTTON PLACE INVESTORS LLC$1.3M0.72%
WEDBUSH SECURITIES INC$1.3M0.04%
Sigma Planning Corp$1.3M0.04%
Platform Technology Partners$1.3M0.24%
ROMAN BUTLER FULLERTON & CO$1.2M0.33%
Independent Advisor Alliance$1.2M0.01%
Princeton Global Asset Management LLC$1.1M0.18%
TRUSTMARK BANK TRUST DEPARTMENT$1.1M0.07%
HARBOUR INVESTMENTS, INC.$1.0M0.02%
Ritter Daniher Financial Advisory LLC / DE$1.0M0.18%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.0M0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC$1.0M0.01%
Sovran Advisors, LLC$1.0M0.08%
RFG Advisory, LLC$1.0M0.02%
United Capital Management of KS, Inc.$1.0M0.15%
&PARTNERS$987.4K0.00%
QP WEALTH MANAGEMENT, LLC$984.4K1.69%
Western Wealth Management, LLC$979.8K0.04%
Beacon Financial Advisory LLC$970.0K0.22%
Mirae Asset Global Investments Co., Ltd.$962.5K0.00%
SHELTON WEALTH MANAGEMENT, LLC$952.9K0.42%
Composition Wealth, LLC$934.0K0.01%
Magnus Financial Group LLC$918.3K0.07%
Plotkin Financial Advisors, LLC$916.5K0.46%
Kestra Advisory Services, LLC$859.7K0.00%
TWIN PEAKS WEALTH ADVISORS, LLC$839.6K0.21%
Wealthcare Advisory Partners LLC$831.3K0.02%
BENJAMIN EDWARDS INC$825.9K0.01%
ASSETMARK, INC$821.8K0.00%
Pinnacle Financial Group, LLC / IL$796.9K0.22%
Maridea Wealth Management LLC$772.3K0.11%
Stratos Wealth Partners, LTD.$766.3K0.01%
FIFTH THIRD SECURITIES, INC.$763.1K0.05%
Arkadios Wealth Advisors$756.8K0.01%
Sanctuary Advisors, LLC$745.2K0.00%
Snowden Capital Advisors LLC$745.2K0.02%
Vestmark Advisory Solutions, Inc.$742.4K0.01%
Gateway Wealth Partners, LLC$700.6K0.03%
Equitable Holdings, Inc.$689.0K0.00%
Integrated Advisors Network LLC$681.4K0.04%
WINNOW WEALTH LLC$681.1K0.53%
Annis Gardner Whiting Capital Advisors, LLC$674.3K0.11%
INTEGRITY ALLIANCE, LLC.$655.8K0.02%
Kovack Advisors, Inc.$647.9K0.03%
ELEVATION WEALTH PARTNERS, LLC$632.8K0.23%
Andrew Hill Investment Advisors, Inc.$619.4K0.55%
IFP Advisors, Inc$600.8K0.01%
Mariner, LLC$594.8K0.00%
Forum Private Client Group LLC$569.9K0.19%
PROTECTIVE LIFE CORP$564.2K1.88%
GREENWOOD CAPITAL ASSOCIATES LLC$562.1K0.06%
FLAGSTAR ADVISORS INC$551.5K0.20%
Balanced Rock Investment Advisors LLC$549.6K0.39%
Summit Financial, LLC$540.8K0.01%
LFA - Lugano Financial Advisors SA$537.1K0.27%
American Institute for Advanced Investment Management, LLP$519.9K0.34%
Brand Asset Management Group, Inc.$512.2K0.13%
Financial Partners Group, Inc$508.4K0.06%
Core Wealth Advisors, Inc.$490.3K0.12%
Collaborative Wealth Managment Inc.$487.5K0.22%
Summit Wealth Partners, LLC$486.7K0.08%
BXM Wealth LLC$475.0K0.37%
Apollon Wealth Management, LLC$465.8K0.01%
Maia Wealth LLC$448.6K0.08%
Integrated Wealth Concepts LLC$438.9K0.00%
Envestnet Portfolio Solutions, Inc.$400.0K0.00%
Independent Wealth Network Inc.$386.3K0.11%
OneDigital Investment Advisors LLC$380.4K0.00%
Capital Advisors Wealth Management, LLC$376.3K0.05%
MERCER GLOBAL ADVISORS INC /ADV$374.0K0.00%
NBC SECURITIES, INC.$368.6K0.03%
MML INVESTORS SERVICES, LLC$361.5K0.00%
Wagner Wealth Management, LLC$357.5K0.07%
Spire Wealth Management$349.9K0.01%
Atria Investments, Inc$342.3K0.00%
Harvest Investment Services, LLC$342.0K0.06%
Wealth Management Associates, Inc.$329.7K0.11%
VIAWEALTH, LLC$316.7K0.18%
AMERIPRISE FINANCIAL INC$315.1K0.00%
Institutions Holding FPEI (208 holders) | AlphaSMO