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461 Institutions Currently Hold FPE | AlphaSMO
461 Institutions Currently Hold FPE
461 institutions currently hold FPE, ranked below by position value.
View full stock page for FPE
Key Holders
Total Value
Avg Weight
MORGAN STANLEY
$936.5M
0.06%
ROYAL BANK OF CANADA
$347.1M
0.06%
LPL Financial LLC
$316.6M
0.08%
WELLS FARGO & COMPANY/MN
$302.1M
0.06%
RAYMOND JAMES FINANCIAL INC
$181.1M
0.06%
UBS Group AG
$166.0M
0.02%
BANK OF AMERICA CORP /DE/
$153.6M
0.01%
AMERIPRISE FINANCIAL INC
$89.2M
0.02%
HighTower Advisors, LLC
$61.4M
0.07%
Cetera Investment Advisers
$52.6M
0.06%
ENVESTNET ASSET MANAGEMENT INC
$44.9M
0.01%
Kestra Advisory Services, LLC
$43.1M
0.16%
STIFEL FINANCIAL CORP
$41.8M
0.04%
OSAIC HOLDINGS, INC.
$39.8M
0.06%
Advisory Alpha, LLC
$38.1M
1.04%
Rockefeller Capital Management L.P.
$36.2M
0.06%
MAI Capital Management
$35.5M
0.20%
Baird Financial Group, Inc.
$34.8M
0.05%
Magnus Financial Group LLC
$33.5M
2.72%
PARK NATIONAL CORP /OH/
$33.1M
1.01%
JANE STREET GROUP, LLC
$31.8M
0.00%
Prospera Financial Services Inc
$26.9M
0.43%
Falcon Wealth Planning
$26.9M
1.83%
TRUIST FINANCIAL CORP
$26.7M
0.04%
AFFINITY WEALTH MANAGEMENT LLC
$26.4M
4.00%
COMMONWEALTH EQUITY SERVICES, LLC
$24.3M
0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$23.4M
0.01%
COUNTRY TRUST BANK
$23.2M
0.44%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
$22.0M
0.38%
Cambridge Investment Research Advisors, Inc.
$21.4M
0.06%
Janney Montgomery Scott LLC
$20.5M
0.05%
CITIGROUP INC
$20.0M
0.01%
Steward Partners Investment Advisory, LLC
$18.2M
0.09%
HCR Wealth Advisors
$17.7M
1.84%
Ashton Thomas Private Wealth, LLC
$16.4M
0.39%
Arax Advisory Partners
$15.4M
0.44%
Kinloch Capital, LLC
$15.3M
6.22%
JPMORGAN CHASE & CO
$15.0M
0.00%
Mariner, LLC
$14.8M
0.02%
Waverly Advisors, LLC
$14.3M
0.11%
Avidian Wealth Enterprises, LLC
$13.9M
0.44%
&PARTNERS
$13.2M
0.07%
Ameritas Investment Partners, Inc.
$12.7M
0.39%
INTEGRITY WEALTH ADVISORS, INC.
$12.3M
7.35%
Parkside Investments, LLC
$12.0M
1.46%
Twelve Points Wealth Management LLC
$11.9M
2.61%
KESTRA PRIVATE WEALTH SERVICES, LLC
$11.7M
0.14%
JONES FINANCIAL COMPANIES LLLP
$11.4M
0.01%
Equitable Holdings, Inc.
$11.3M
0.07%
Curran Financial Partners, LLC
$11.3M
2.02%
BANK OF MONTREAL /CAN/
$11.2M
0.00%
Trinity Legacy Partners, LLC
$10.7M
2.32%
Csenge Advisory Group
$10.6M
0.48%
Summit Financial, LLC
$10.3M
0.13%
Concurrent Investment Advisors, LLC
$9.9M
0.11%
MERCER GLOBAL ADVISORS INC /ADV
$9.9M
0.01%
MML INVESTORS SERVICES, LLC
$9.8M
0.03%
Quad-Cities Investment Group, LLC
$9.5M
3.79%
KINGSWOOD WEALTH ADVISORS, LLC
$9.4M
0.45%
Seros Financial, LLC
$9.2M
5.86%
US BANCORP \DE\
$8.8M
0.01%
Glassy Mountain Advisors, Inc.
$8.8M
2.73%
Chicago Partners Investment Group LLC
$8.6M
0.19%
FIFTH THIRD BANCORP
$8.5M
0.02%
Midwest Heritage Bank, FSB
$8.4M
2.71%
Prasad Wealth Partners, LLC
$8.3M
2.26%
Newman Dignan & Sheerar, Inc.
$8.2M
1.72%
Independent Advisor Alliance
$8.1M
0.09%
Gladstone Institutional Advisory LLC
$8.0M
0.30%
FIFTH THIRD SECURITIES, INC.
$7.8M
0.51%
OPPENHEIMER & CO INC
$7.7M
0.09%
HARBOUR INVESTMENTS, INC.
$7.6M
0.12%
Atria Investments, Inc
$7.6M
0.09%
Gradient Investments LLC
$7.5M
0.12%
Stratos Wealth Partners, LTD.
$7.5M
0.08%
PFS Partners, LLC
$7.2M
3.31%
Glass Jacobson Investment Advisors llc
$7.2M
2.47%
Mainsail Financial Group, LLC
$7.1M
2.96%
STEPHENS INC /AR/
$6.9M
0.09%
Marion Wealth Management
$6.7M
1.49%
MGO ONE SEVEN LLC
$6.6M
0.13%
HOWARD FINANCIAL SERVICES, LTD.
$6.3M
0.71%
Ironwood Investment Counsel, LLC
$6.1M
0.89%
IMA Advisory Services, Inc.
$6.1M
0.59%
Vestmark Advisory Solutions, Inc.
$6.0M
0.07%
FIRST TRUST ADVISORS LP
$5.9M
0.00%
Juno Financial Group LLC
$5.7M
2.25%
LARCH CAPITAL PARTNERS LLC
$5.6M
0.81%
Traction Financial Partners, LLC
$5.5M
3.41%
Triumph Capital Management
$5.5M
1.12%
Private Advisor Group, LLC
$5.4M
0.03%
Family Legacy, Inc.
$5.4M
1.63%
Integrated Wealth Concepts LLC
$5.4M
0.04%
PARK AVENUE SECURITIES LLC
$5.3M
0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$5.3M
0.01%
Uniting Wealth Partners, LLC
$5.1M
1.09%
Valmark Advisers, Inc.
$5.1M
0.06%
Dakota Wealth Management
$4.8M
0.10%
TWIN PEAKS WEALTH ADVISORS, LLC
$4.7M
1.19%
Sigma Planning Corp
$4.6M
0.13%
Kingsview Wealth Management, LLC
$4.6M
0.06%
Sound Income Strategies, LLC
$4.5M
0.22%
Western Wealth Management, LLC
$4.4M
0.17%
Aspen Investment Management Inc
$4.4M
1.34%
APPLETON PARTNERS INC/MA
$4.2M
0.29%
Snowden Capital Advisors LLC
$3.9M
0.10%
Fearless Solutions, LLC dba Best Invest
$3.9M
2.35%
Note Advisors, LLC
$3.8M
1.90%
ELEVATION POINT WEALTH PARTNERS, LLC
$3.8M
0.09%
Brookstone Capital Management
$3.8M
0.04%
D.A. DAVIDSON & CO.
$3.7M
0.02%
Private Wealth Asset Management, LLC
$3.7M
0.39%
Prosperity Consulting Group, LLC
$3.6M
0.16%
TOTH FINANCIAL ADVISORY CORP
$3.6M
0.40%
FLPUTNAM INVESTMENT MANAGEMENT CO
$3.5M
0.05%
CAPTRUST FINANCIAL ADVISORS
$3.5M
0.01%
FLAGSTAR ADVISORS INC
$3.5M
1.26%
United Advisor Group, LLC
$3.4M
0.42%
RFG Advisory, LLC
$3.3M
0.06%
IHT Wealth Management, LLC
$3.3M
0.08%
Econ Financial Services Corp
$3.2M
1.48%
ORBA Wealth Advisors, L.L.C.
$3.1M
3.74%
LAKE STREET PRIVATE WEALTH, LLC
$3.1M
0.40%
Private Advisory Group LLC
$3.1M
0.20%
Allworth Financial LP
$3.1M
0.01%
Golden State Wealth Management, LLC
$3.1M
0.33%
BENJAMIN EDWARDS INC
$3.0M
0.03%
BARINGS LLC
$2.9M
0.05%
Beacon Pointe Advisors, LLC
$2.9M
0.02%
Creative Planning
$2.8M
0.00%
Ethos Financial Group, LLC
$2.7M
0.20%
Darden Wealth Group Inc
$2.7M
1.37%
CITY HOLDING CO
$2.7M
0.33%
Milestones Private Investment Advisors LLC
$2.6M
2.28%
Prostatis Group LLC
$2.6M
0.66%
Soltis Investment Advisors LLC
$2.5M
0.15%
HORIZON FINANCIAL SERVICES, LLC
$2.5M
1.08%
AE Wealth Management LLC
$2.3M
0.01%
Capital Investment Advisory Services, LLC
$2.3M
0.17%
Gallacher Capital Management LLC
$2.3M
0.86%
Etesian Wealth Advisors, Inc.
$2.3M
0.72%
Ritter Daniher Financial Advisory LLC / DE
$2.2M
0.38%
Avantax Planning Partners, Inc.
$2.2M
0.06%
APS Management Group, Inc.
$2.2M
1.89%
ROI Financial Advisors, LLC
$2.2M
1.29%
OneDigital Investment Advisors LLC
$2.2M
0.02%
IFP Advisors, Inc
$2.1M
0.04%
Archer Investment Corp
$2.1M
0.44%
Strategic Blueprint, LLC
$2.0M
0.12%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$2.0M
0.14%
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