DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Consolidation
What the advisers themselves reported about M&A
Item 4 of Form ADV asks whether the adviser is succeeding to the business of another registered adviser and names the firm acquired. It catches asset purchases and mergers where the target’s registration folds into the buyer’s; a stock purchase that keeps the target registered shows instead as a new owner on Schedule A and, later, as a roster exit. Firms absorbed reads the same events from the people side: half or more of a firm’s registered advisors moving to one other firm within fourteen days, which catches acquisitions before, or without, a succession filing. Press-sourced deals, PE sponsors and consolidator platforms are the next cycle.
- Arbor Capital Management Inc's advisors moved to Wealth Enhancement Advisory Services, LLC (Anchorage, AK): 4 of 4 registered, on the same daySep 14, 2026Firm absorbed (people side)derivedARBOR CAPITAL MANAGEMENT INCRAUM $372MandWEALTH ENHANCEMENT ADVISORY SERVICES, LLC
- Optimus Capital Advisors, LLC's advisors moved to Wpwealth LLP (Coppell, TX): 3 of 3 registered, on the same daySep 10, 2026Firm absorbed (people side)derivedOPTIMUS CAPITAL ADVISORS, LLCRAUM $264MandWPWEALTH LLP
- Wagner Loftin Investment Services LLC's advisors moved to Osaic Wealth, Inc. (Pleasant Hill, CA): 6 of 6 registered, on the same daySep 2, 2026Firm absorbed (people side)derivedWAGNER LOFTIN INVESTMENT SERVICES LLCRAUM $396MandOSAIC WEALTH, INC.
- Trippon Wealth Management Group LLC's advisors moved to Wealth Enhancement Advisory Services, LLC (Houston, TX): 4 of 4 registered, on the same daySep 1, 2026Firm absorbed (people side)derivedTRIPPON WEALTH MANAGEMENT GROUP LLCRAUM $262MandWEALTH ENHANCEMENT ADVISORY SERVICES, LLC
- First Investment Corporation's advisors moved to Farther (Bartlesville, OK): 3 of 3 registered, on the same day
- One Charles Private Wealth's advisors moved to Coastal Bridge Advisors (Hingham, MA): 5 of 6 registered, on the same dayAug 28, 2026Firm absorbed (people side)derivedONE CHARLES PRIVATE WEALTHRAUM $1.1BandCOASTAL BRIDGE ADVISORS
- Seascape Capital Management,Llc's advisors moved to F L Putnam Investment Management CO. (Portsmouth, NH): 4 of 4 registered, on the same dayAug 28, 2026Firm absorbed (people side)derivedSEASCAPE CAPITAL MANAGEMENT,LLCRAUM $467MandF L PUTNAM INVESTMENT MANAGEMENT CO.
- Miramar Capital's advisors moved to Wealth Enhancement Advisory Services, LLC (Northbrook, IL): 3 of 3 registered, on the same dayAug 27, 2026Firm absorbed (people side)derivedMIRAMAR CAPITALRAUM $550MandWEALTH ENHANCEMENT ADVISORY SERVICES, LLC
- Charter Oak Capital Management's advisors moved to Mercer Global Advisors Inc. (Kennebunk, ME): 10 of 13 registered, on the same dayAug 26, 2026Firm absorbed (people side)derivedCHARTER OAK CAPITAL MANAGEMENTRAUM $1.6BandMERCER GLOBAL ADVISORS INC.
- IMS Capital Management's advisors moved to Pinnacle Wealth Advisors (Portland, OR): 5 of 7 registered, on the same dayAug 24, 2026Firm absorbed (people side)derivedIMS CAPITAL MANAGEMENTRAUM $381MandPINNACLE WEALTH ADVISORS
- H.M. Payson's advisors moved to Corient (Portland, ME): 8 of 9 registered, within 6 days
- Mountain Peak Wealth Advisors, LLC's advisors moved to Farther (Fort Wayne, IN): 3 of 3 registered, on the same day
- Evernest Financial Advisors's advisors moved to Focus Partners Wealth, LLC (Carmel, IN): 4 of 6 registered, on the same dayAug 19, 2026Firm absorbed (people side)derivedEVERNEST FINANCIAL ADVISORSRAUM $963MandFOCUS PARTNERS WEALTH, LLC
- Ingalls Investment Management, LLC's advisors moved to Ingalls Investment Management, LLC (New York, NY): 12 of 13 registered, on the same dayAug 10, 2026Firm absorbed (people side)derivedINGALLS INVESTMENT MANAGEMENT, LLCRAUM $7.8BandINGALLS INVESTMENT MANAGEMENT, LLC
- Opes Wealth Management, LLC's advisors moved to EP Wealth Advisors (Menlo Park, CA): 4 of 6 registered, on the same dayAug 7, 2026Firm absorbed (people side)derivedOPES WEALTH MANAGEMENT, LLCRAUM $822MandEP WEALTH ADVISORS
- Financially IN Tune's advisors moved to Beacon Pointe Advisors, LLC (Stoneham, MA): 4 of 4 registered, on the same dayAug 5, 2026Firm absorbed (people side)derivedFINANCIALLY IN TUNERAUM $326MandBEACON POINTE ADVISORS, LLC
- Brave Family Advisors's advisors moved to Alphacore Capital LLC (Summit, NJ): 3 of 5 registered, on the same dayAug 3, 2026Firm absorbed (people side)derivedBRAVE FAMILY ADVISORSRAUM $624MandALPHACORE CAPITAL LLC
- LWM Advisory Services, LLC's advisors moved to Modern Wealth Management, LLC (Plantation, FL): 5 of 7 registered, on the same dayJul 31, 2026Firm absorbed (people side)derivedLWM ADVISORY SERVICES, LLCRAUM $1.1BandMODERN WEALTH MANAGEMENT, LLC
- Atlantic Wealth Partners, LLC's advisors moved to Mariner (North Palm Beach, FL): 3 of 3 registered, on the same day
- Capstone Wealth Management Group, LLC's advisors moved to Capstone Wealth Management Group, Inc. (Bend, OR): 5 of 7 registered, on the same dayJul 28, 2026Firm absorbed (people side)derivedCAPSTONE WEALTH MANAGEMENT GROUP, LLCRAUM $266MandCAPSTONE WEALTH MANAGEMENT GROUP, INC.
- Elk River Wealth Management LLC's advisors moved to Alphacore Capital LLC (Denver, CO): 5 of 7 registered, within 4 daysJul 27, 2026Firm absorbed (people side)derivedELK RIVER WEALTH MANAGEMENT LLCRAUM $971MandALPHACORE CAPITAL LLC
- Imc Advisors, LLC's advisors moved to Donaldson Capital Management LLC (Columbus, IN): 3 of 3 registered, on the same dayJul 24, 2026Firm absorbed (people side)derivedIMC ADVISORS, LLCRAUM $540MandDONALDSON CAPITAL MANAGEMENT LLC
- Cannon Wealth Management Services's advisors moved to Farther (Winston Salem, NC): 4 of 4 registered, on the same day
- Seneca House Advisors's advisors moved to Cary Street Partners (Richmond, VA): 3 of 3 registered, on the same dayJul 20, 2026Firm absorbed (people side)derivedSENECA HOUSE ADVISORSRAUM $506MandCARY STREET PARTNERS
- Red Tortoise's advisors moved to Bip Wealth, LLC (Sandy Springs, GA): 3 of 3 registered, on the same day
- Mulholland Wealth Advisors, LLC's advisors moved to Sequinox Wealth Management, LLC (Johnstown, PA): 4 of 7 registered, on the same dayJul 17, 2026Firm absorbed (people side)derivedMULHOLLAND WEALTH ADVISORS, LLCRAUM $612MandSEQUINOX WEALTH MANAGEMENT, LLC
- Cordant Wealth Partners's advisors moved to Cerity Partners LLC (Portland, OR): 6 of 6 registered, on the same dayJul 17, 2026Firm absorbed (people side)derivedCORDANT WEALTH PARTNERSRAUM $371MandCERITY PARTNERS LLC
- Waddell & Associates, LLC's advisors moved to Coastal Bridge Advisors (Memphis, TN): 10 of 10 registered, on the same dayJul 16, 2026Firm absorbed (people side)derivedWADDELL & ASSOCIATES, LLCRAUM $2.4BandCOASTAL BRIDGE ADVISORS
- Northstar Financial Planners, Inc.'s advisors moved to Modera Wealth Management, LLC (Plantation, FL): 3 of 3 registered, on the same dayJul 10, 2026Firm absorbed (people side)derivedNORTHSTAR FINANCIAL PLANNERS, INC.RAUM $312MandMODERA WEALTH MANAGEMENT, LLC
- Iwp Wealth Management LLC's advisors moved to Matter Family Office (Denver, CO): 14 of 14 registered, on the same dayJul 8, 2026Firm absorbed (people side)derivedIWP WEALTH MANAGEMENT LLCRAUM $4.3BandMATTER FAMILY OFFICE
- Joule Financial, LLC's advisors moved to Bluespring Wealth Management, LLC (Lexington, KY): 5 of 5 registered, on the same dayJul 8, 2026Firm absorbed (people side)derivedJOULE FINANCIAL, LLCRAUM $479MandBLUESPRING WEALTH MANAGEMENT, LLC
- Ritter Daniher Financial Advisory LLC's advisors moved to Bluespring Wealth Management, LLC (Cincinnati, OH): 10 of 10 registered, on the same dayJul 8, 2026Firm absorbed (people side)derivedRITTER DANIHER FINANCIAL ADVISORY LLCRAUM $936MandBLUESPRING WEALTH MANAGEMENT, LLC
- Gensphere Private Wealth, LLC's advisors moved to Gensphere Private Wealth, LLC (Gig Harbor, WA): 3 of 3 registered, on the same day
- Mardin Capital Group LLC's advisors moved to Mardin Capital Group (Portsmouth, NH): 3 of 3 registered, on the same day
- Wealthshield Partners, LLC's advisors moved to Wealth Enhancement Advisory Services, LLC (Cary, NC): 7 of 14 registered, on the same dayJul 1, 2026Firm absorbed (people side)derivedWEALTHSHIELD PARTNERS, LLCRAUM $1.3BandWEALTH ENHANCEMENT ADVISORY SERVICES, LLC
- Sterling Financial Group, Inc.'s advisors moved to Sequoia Financial Group, L.L.C. (Pasadena, CA): 4 of 4 registered, on the same dayJun 30, 2026Firm absorbed (people side)derivedSTERLING FINANCIAL GROUP, INC.RAUM $16.1MandSEQUOIA FINANCIAL GROUP, L.L.C.
- Claris Financial, LLC's advisors moved to Savvy (Glen Allen, VA): 3 of 6 registered, on the same day
- Vectorglobal Iag, Inc.'s advisors moved to Seaview Investment Managers LLC (Miami, FL): 3 of 4 registered, on the same dayJun 26, 2026Firm absorbed (people side)derivedVECTORGLOBAL IAG, INC.RAUM $1.6BandSEAVIEW INVESTMENT MANAGERS LLC
- Arthur Stein Financial, LLC's advisors moved to Allworth Financial, L.P. (Bethesda, MD): 3 of 3 registered, on the same dayJun 25, 2026Firm absorbed (people side)derivedARTHUR STEIN FINANCIAL, LLCRAUM $141MandALLWORTH FINANCIAL, L.P.
- Vivaldi Capital Management LP's advisors moved to Corient (Chicago, IL): 21 of 23 registered, a day apart
- Catalina Capital Group, LLC's advisors moved to CW Advisors, LLC (Torrance, CA): 3 of 4 registered, on the same dayJun 10, 2026Firm absorbed (people side)derivedCATALINA CAPITAL GROUP, LLCRAUM $616MandCW ADVISORS, LLC
- Service Academy Capital Management LLC's advisors moved to Evoke Advisors (Dallas, TX): 4 of 4 registered, on the same dayJun 9, 2026Firm absorbed (people side)derivedSERVICE ACADEMY CAPITAL MANAGEMENT LLCRAUM $734MandEVOKE ADVISORS
- North Ridge's advisors moved to Savant Wealth Management (Portland, OR): 3 of 3 registered, a day apart
- Bedell Frazier Investment Counselling, LLC.'s advisors moved to Capital Planning Advisors LLC (Walnut Creek, CA): 8 of 16 registered, on the same dayJun 8, 2026Firm absorbed (people side)derivedBEDELL FRAZIER INVESTMENT COUNSELLING, LLC.RAUM $872MandCAPITAL PLANNING ADVISORS LLC
- Bedell Frazier Investment Counselling, LLC.'s advisors moved to Bluespring Wealth Management, LLC (Walnut Creek, CA): 8 of 16 registered, a day apartJun 8, 2026Firm absorbed (people side)derivedBEDELL FRAZIER INVESTMENT COUNSELLING, LLC.RAUM $872MandBLUESPRING WEALTH MANAGEMENT, LLC
- Capital Planning Advisors LLC's advisors moved to Bluespring Wealth Management, LLC (Roseville, CA): 9 of 15 registered, a day apartJun 8, 2026Firm absorbed (people side)derivedCAPITAL PLANNING ADVISORS LLCRAUM $1.5BandBLUESPRING WEALTH MANAGEMENT, LLC
- Athenainvest Advisors LLC's advisors moved to Quartz Partners Investment Management (Greenwood Village, CO): 4 of 4 registered, on the same dayJun 8, 2026Firm absorbed (people side)derivedATHENAINVEST ADVISORS LLCRAUM $80.4MandQUARTZ PARTNERS INVESTMENT MANAGEMENT
- Jackson Hole Capital Partners, LLC's advisors moved to Lido (Tulsa, OK): 4 of 4 registered, on the same day
- Mill Creek Capital Advisors, LLC's advisors moved to Pathstone (Conshohocken, PA): 23 of 24 registered, on the same day
- Jazz Wealth Managers, Inc.'s advisors moved to Steward Partners Investment Advisory, LLC (Largo, FL): 5 of 5 registered, on the same dayJun 1, 2026Firm absorbed (people side)derivedJAZZ WEALTH MANAGERS, INC.RAUM $462MandSTEWARD PARTNERS INVESTMENT ADVISORY, LLC
- Nbw Capital LLC's advisors moved to Waverly Advisors, LLC (Boston, MA): 3 of 3 registered, on the same day
- Swmg Holdings, LLC's advisors moved to Onedigital (Atlanta, GA): 4 of 4 registered, on the same day
- Arcadia Investment Management Corp's advisors moved to F L Putnam Investment Management CO. (Kalamazoo, MI): 3 of 3 registered, on the same dayMay 21, 2026Firm absorbed (people side)derivedARCADIA INVESTMENT MANAGEMENT CORPRAUM $697MandF L PUTNAM INVESTMENT MANAGEMENT CO.
- Whalen Capital, Inc.'s advisors moved to ON Investment Management CO (Wausau, WI): 3 of 4 registered, within 14 daysMay 18, 2026Firm absorbed (people side)derivedWHALEN CAPITAL, INC.RAUM $75.1MandON INVESTMENT MANAGEMENT CO
- The H Group Washington, Inc.'s advisors moved to Wealth Enhancement Advisory Services, LLC (Bellevue, WA): 5 of 5 registered, on the same dayMay 14, 2026Firm absorbed (people side)derivedTHE H GROUP WASHINGTON, INC.RAUM $256MandWEALTH ENHANCEMENT ADVISORY SERVICES, LLC
- Questmont Virtual Family Office, LLC's advisors moved to Integrated Wealth Concepts LLC (Tampa, FL): 3 of 3 registered, on the same dayMay 14, 2026Firm absorbed (people side)derivedQUESTMONT VIRTUAL FAMILY OFFICE, LLCRAUM $436MandINTEGRATED WEALTH CONCEPTS LLC
- The H Group, Inc.'s advisors moved to Wealth Enhancement Advisory Services, LLC (Portland, OR): 5 of 9 registered, a day apartMay 13, 2026Firm absorbed (people side)derivedTHE H GROUP, INC.RAUM $580MandWEALTH ENHANCEMENT ADVISORY SERVICES, LLC
- Redwood Wealth Management Group, LLC's advisors moved to Almanack Investment Partners (Medford, NJ): 3 of 3 registered, on the same dayMay 13, 2026Firm absorbed (people side)derivedREDWOOD WEALTH MANAGEMENT GROUP, LLCRAUM $317MandALMANACK INVESTMENT PARTNERS
- The Capital Advisory Group Advisory Services, LLC's advisors moved to LPL Financial LLC (Phoenix, AZ): 4 of 5 registered, on the same dayMay 12, 2026Firm absorbed (people side)derivedTHE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCRAUM $539MandLPL FINANCIAL LLC
- Holistic Financial Partners, LLC's advisors moved to Nearside Advisors, LLC (Indianapolis, IN): 3 of 4 registered, within 8 daysMay 11, 2026Firm absorbed (people side)derivedHOLISTIC FINANCIAL PARTNERS, LLCRAUM $445MandNEARSIDE ADVISORS, LLC
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863 events.
Post-acquisition retention
Which acquirers keep the advisors they buy
For every acquirer with at least three firms absorbed since 2015: the share of acquired advisors still registered through the acquirer 90, 180, 365 and 730 days after the move, measured only on absorptions old enough for the window. A lower bound: people who left the industry are on neither side, and a re-registration to an affiliated CRD in the same group counts as a departure. Sorted from lowest one-year retention.
| Acquirer | Firms | Advisors | 90 d | 180 d | 365 d | 730 d | Teams out after |
|---|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 7 | 53 | 49% | 49% | 49% (53) | 16% (32) | 273 |
| DIVERSIFY ADVISORY SERVICES, LLC | 3 | 26 | 81% | 77% | 62% (26) | 54% (26) | 8 |
| B. RILEY WEALTH ADVISORS, INC. | 3 | 22 | 95% | 91% | 73% (22) | 55% (22) | 25 |
| CHOREO, LLC | 4 | 26 | 85% | 85% | 80% (20) | 75% (20) | 0 |
| NORTHCOAST ASSET MANAGEMENT LLC | 7 | 96 | 98% | 99% | 80% (96) | 23% (79) | 0 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 57 | 98% | 98% | 81% (57) | 67% (57) | 8 |
| CW ADVISORS, LLC | 11 | 63 | 86% | 83% | 82% (60) | 78% (37) | 2 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 8 | 47 | 98% | 91% | 82% (44) | 80% (44) | 227 |
| MODERN WEALTH MANAGEMENT, LLC | 7 | 43 | 89% | 89% | 83% (35) | 78% (23) | 0 |
| EP WEALTH ADVISORS | 22 | 116 | 83% | 83% | 83% (101) | 73% (48) | 0 |
| MERCER GLOBAL ADVISORS INC. | 38 | 196 | 89% | 88% | 84% (138) | 79% (126) | 35 |
| HIGHTOWER ADVISORS, LLC | 42 | 334 | 87% | 85% | 85% (334) | 82% (304) | 150 |
| SECURITIES AMERICA ADVISORS, INC. | 3 | 27 | 93% | 93% | 85% (27) | 85% (27) | 29 |
| GLOBAL RETIREMENT PARTNERS LLC | 7 | 34 | 88% | 88% | 85% (34) | 97% (31) | 9 |
| CWM, LLC | 21 | 94 | 96% | 96% | 85% (55) | 72% (36) | 87 |
| FOCUS PARTNERS WEALTH, LLC | 19 | 155 | 87% | 89% | 86% (125) | 79% (56) | 10 |
| CONNECTUS WEALTH | 3 | 21 | 100% | 100% | 86% (21) | 81% (21) | 6 |
| CURI CAPITAL, LLC | 3 | 21 | 90% | 86% | 86% (21) | 81% (21) | 0 |
| PERIGON WEALTH MANAGEMENT, LLC | 6 | 29 | 86% | 90% | 86% (22) | 86% (22) | 3 |
| SUMMIT FINANCIAL, LLC | 9 | 43 | 91% | 91% | 87% (39) | 100% (9) | 10 |
| MODERA WEALTH MANAGEMENT, LLC | 6 | 27 | 100% | 100% | 88% (24) | 85% (20) | 0 |
| COLDSTREAM WEALTH MANAGEMENT | 6 | 48 | 85% | 85% | 88% (48) | 82% (28) | 0 |
| MAI CAPITAL MANAGEMENT, LLC | 21 | 92 | 89% | 89% | 88% (73) | 93% (58) | 12 |
| OSAIC WEALTH, INC. | 12 | 55 | 98% | 90% | 88% (33) | 79% (29) | 757 |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | 9 | 35 | 91% | 91% | 89% (35) | 0.0% (35) | 8 |
| CREATIVE PLANNING | 26 | 178 | 92% | 89% | 89% (153) | 83% (128) | 12 |
| LIDO | 12 | 82 | 93% | 91% | 90% (58) | 69% (13) | 0 |
| BEACON POINTE ADVISORS, LLC | 24 | 128 | 94% | 98% | 90% (80) | 89% (53) | 0 |
| CORIENT | 29 | 264 | 94% | 93% | 90% (215) | 87% (197) | 39 |
| PRIME CAPITAL FINANCIAL | 7 | 31 | 100% | 100% | 90% (31) | 87% (23) | 3 |
| RWA WEALTH PARTNERS | 3 | 21 | 100% | 95% | 90% (21) | 90% (21) | 0 |
| ALLWORTH FINANCIAL, L.P. | 14 | 69 | 97% | 92% | 91% (53) | 87% (23) | 14 |
| ARAX ADVISORY PARTNERS | 5 | 56 | 95% | 95% | 91% (32) | 100% (4) | 0 |
| CERITY PARTNERS LLC | 33 | 245 | 93% | 93% | 91% (192) | 88% (145) | 0 |
| WEALTHSPIRE ADVISORS | 4 | 23 | 96% | 96% | 91% (23) | 91% (23) | 0 |
| HUB INVESTMENT PARTNERS, LLC | 5 | 46 | 98% | 97% | 92% (36) | 75% (16) | 0 |
| ONEDIGITAL | 12 | 55 | 95% | 94% | 92% (51) | 89% (45) | 71 |
| MARINER | 34 | 200 | 93% | 94% | 93% (181) | 89% (175) | 40 |
| LPL FINANCIAL LLC | 33 | 185 | 94% | 95% | 93% (154) | 91% (129) | 3,834 |
| PRIVATE ADVISOR GROUP, LLC | 3 | 29 | 93% | 93% | 93% (29) | 93% (29) | 18 |
| WEALTHSPIRE ADVISORS | 5 | 47 | 94% | 96% | 94% (47) | 91% (44) | 0 |
| CRESSET ASSET MANAGEMENT, LLC | 5 | 49 | 98% | 98% | 94% (49) | 82% (49) | 2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 61 | 353 | 96% | 96% | 94% (294) | 91% (254) | 0 |
| CAPTRUST | 43 | 389 | 95% | 94% | 95% (341) | 93% (306) | 0 |
| CX INSTITUTIONAL, LLC | 4 | 21 | 100% | 100% | 95% (21) | 100% (10) | 0 |
| APELLA WEALTH | 8 | 48 | 100% | 98% | 95% (22) | 82% (17) | 0 |
| SEQUOIA FINANCIAL GROUP, L.L.C. | 11 | 54 | 98% | 98% | 96% (46) | 88% (40) | 3 |
| AMERIPRISE FINANCIAL SERVICES, LLC | 3 | 24 | 96% | 96% | 96% (24) | 96% (24) | 224 |
| APOLLON WEALTH MANAGEMENT, LLC | 7 | 29 | 93% | 93% | 96% (26) | 100% (16) | 0 |
| SAVANT WEALTH MANAGEMENT | 19 | 154 | 99% | 99% | 96% (107) | 94% (90) | 0 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 9 | 67 | 99% | 96% | 96% (55) | 94% (52) | 491 |
| MERIT FINANCIAL ADVISORS | 11 | 49 | 98% | 98% | 97% (32) | 88% (8) | 4 |
| WAVERLY ADVISORS, LLC | 22 | 131 | 98% | 98% | 98% (88) | 93% (45) | 0 |
| PATHSTONE | 4 | 71 | 97% | 98% | 98% (48) | 96% (48) | 0 |
| NEWEDGE ADVISORS | 5 | 34 | 97% | 100% | 100% (23) | 100% (19) | 20 |
| MOLONEY SECURITIES ASSET MANAGEMENT LLC | 3 | 47 | 100% | 100% | 100% (47) | 96% (47) | 0 |