Brookfield Real Assets Income Fund Inc. - RA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 5,065,633 | 65,144 | 0.0% | 0.0% | 1 | +654,334 | 14.83% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | New | 2,855,236 | 36,718 | 0.75% | — | 2 | +2,855,236 | New | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,574,324 | 20,245 | 0.0% | 0.0% | 3 | +143,431 | 10.02% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 991,567 | 12,751 | 0.1% | 0.08% | 4 | +114,578 | 13.06% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 644,351 | 8,286 | 0.0% | 0.0% | 5 | -10,479 | -1.6% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 597,165 | 7,679 | 0.09% | 0.08% | 6 | +91,296 | 18.05% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 423,193 | 5,442 | 0.0% | 0.0% | 7 | +10,307 | 2.5% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | No change | 403,070 | 5,183 | 0.37% | 0.36% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 393,872 | 5,065 | 0.37% | 0.29% | 9 | +93,553 | 31.15% | Q1 2026 | May 15, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 340,641 | 4,380 | 1.49% | 3.39% | 10 | -431,626 | -55.89% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 298,622 | 3,840 | 0.0% | 0.0% | 11 | +32,019 | 12.01% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 267,531 | 3,440 | 0.0% | 0.0% | 12 | -297,059 | -52.61% | Q1 2026 | May 04, 2026 |
| Rareview Capital LLC | History | Added to | 253,193 | 3,385 | 1.98% | 1.81% | 13 | +44,116 | 21.1% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 257,939 | 3,317 | 0.0% | 0.0% | 14 | -17,387 | -6.32% | Q1 2026 | May 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 239,842 | 3,084 | 0.08% | 0.05% | 15 | +18,535 | 8.38% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 229,990 | 2,957 | 0.0% | 0.0% | 16 | -1,002 | -0.43% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 181,293 | 2,331 | 0.0% | 0.0% | 17 | +19,365 | 11.96% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 141,981 | 1,825 | 0.0% | 0.0% | 18 | +1,317 | 0.94% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 144,543 | 1,815 | 0.11% | 0.09% | 19 | -1,676 | -1.15% | Q1 2026 | Apr 24, 2026 |
| Noble Wealth Management PBC | History | Reduced | 126,755 | 1,630 | 0.82% | 0.87% | 20 | -6,122 | -4.61% | Q1 2026 | Apr 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 118,605 | 1,525 | 0.01% | 0.01% | 21 | +1,625 | 1.39% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 115,207 | 1,482 | 0.0% | 0.0% | 22 | +2,200 | 1.95% | Q1 2026 | Apr 30, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 115,052 | 1,479 | 1.5% | 0.86% | 23 | +2,147 | 1.9% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 113,050 | 1,453 | 0.01% | 0.01% | 24 | -12,876 | -10.23% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 107,565 | 1,383 | 0.0% | 0.0% | 25 | -7,520 | -6.53% | Q1 2026 | Apr 27, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 100,582 | 1,293 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 83,805 | 1,077 | 0.11% | 0.08% | 27 | +18,826 | 28.97% | Q1 2026 | May 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 81,530 | 1,048 | 0.02% | 0.03% | 28 | -40,378 | -33.12% | Q1 2026 | May 15, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 72,645 | 934 | 0.53% | 0.56% | 29 | +2,377 | 3.38% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 67,905 | 873 | 0.0% | 0.0% | 30 | +11,337 | 20.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 67,783 | 871 | 0.0% | 0.0% | 31 | -11,717 | -14.74% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 67,636 | 869 | 0.0% | 0.0% | 32 | -13,372 | -16.51% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 67,527 | 868 | 0.01% | 0.01% | 33 | +1,300 | 1.96% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 58,796 | 756 | 0.0% | 0.0% | 34 | +15,742 | 36.56% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 57,767 | 742 | 0.01% | 0.02% | 35 | -35,305 | -37.93% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 56,363 | 724 | 0.1% | 0.1% | 36 | +1,092 | 1.98% | Q1 2026 | May 11, 2026 |
| E&G Advisors, LP | History | Reduced | 47,242 | 607 | 0.14% | 0.14% | 37 | -566 | -1.18% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 43,493 | 559 | 0.0% | 0.0% | 38 | +4,024 | 10.2% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,627 | 535 | 0.0% | 0.0% | 39 | +614 | 1.5% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 39,286 | 505 | 0.0% | 0.0% | 40 | -24,977 | -38.87% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 36,109 | 464 | 0.01% | 0.01% | 41 | +989 | 2.82% | Q1 2026 | May 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 36,041 | 463 | 0.06% | 0.06% | 42 | +166 | 0.46% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Added to | 35,195 | 452 | 0.02% | 0.02% | 43 | +40 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 33,458 | 430 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 32,897 | 423 | 0.15% | 0.63% | 45 | -120,108 | -78.5% | Q1 2026 | May 12, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 32,181 | 413 | 0.19% | 0.17% | 46 | +2,295 | 7.68% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 31,297 | 402 | 0.01% | 0.01% | 47 | -3,962 | -11.24% | Q1 2026 | Apr 21, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 29,981 | 384 | 0.08% | 0.08% | 48 | +296 | 1.0% | Q1 2026 | Apr 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 29,193 | 375 | 0.11% | 0.11% | 49 | +69 | 0.24% | Q1 2026 | Apr 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 28,813 | 370 | 0.0% | 0.0% | 50 | -14,585 | -33.61% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 28,518 | 366 | 0.0% | 0.0% | 51 | -47,085 | -62.28% | Q1 2026 | May 12, 2026 |
| CSS LLC/IL | History | Reduced | 27,008 | 347 | 0.02% | 0.02% | 52 | -6,000 | -18.18% | Q1 2026 | May 15, 2026 |
| Gridiron Partners, LLC | History | Reduced | 26,024 | 334 | 0.2% | 0.23% | 53 | -5,528 | -17.52% | Q1 2026 | Apr 13, 2026 |
| Lido Advisors, LLC | History | No change | 23,753 | 305 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 22,270 | 286 | 0.18% | 0.17% | 55 | +2,936 | 15.19% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | New | 22,000 | 282 | 0.0% | — | 56 | +22,000 | New | Q1 2026 | May 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Reduced | 20,952 | 272 | 0.11% | 0.25% | 57 | -25,650 | -55.04% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 20,924 | 269 | 0.02% | 0.03% | 58 | -8,524 | -28.95% | Q1 2026 | Apr 27, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 20,672 | 265 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 19,695 | 253 | 0.02% | 0.15% | 60 | +435 | 2.26% | Q1 2026 | Apr 16, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 19,581 | 251 | 0.03% | 0.03% | 61 | +174 | 0.9% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,427 | 238 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 18,010 | 231 | 0.18% | 0.18% | 64 | +315 | 1.78% | Q1 2026 | Apr 13, 2026 |
| Compound Planning, Inc. | History | No change | 18,009 | 231 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 17,009 | 218 | 0.0% | 0.0% | 65 | -12,242 | -41.85% | Q1 2026 | May 11, 2026 |
| Second Line Capital, LLC | History | Added to | 15,977 | 207 | 0.04% | 0.04% | 66 | +42 | 0.26% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 16,373 | 206 | 0.0% | 0.0% | 67 | +853 | 5.5% | Q1 2026 | May 13, 2026 |
| Catalina Capital Group, LLC | History | No change | 15,960 | 205 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 15,348 | 197 | 0.02% | 0.02% | 69 | -564 | -3.54% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 15,193 | 195 | 0.0% | 0.0% | 70 | +2,123 | 16.24% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 14,325 | 184 | 0.0% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,120 | 182 | 0.0% | 0.0% | 72 | -1,085 | -7.14% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 14,107 | 181 | 0.01% | 0.01% | 73 | -589 | -4.01% | Q1 2026 | May 12, 2026 |
| Encompass More Asset Management | History | Reduced | 14,108 | 181 | 0.03% | 0.03% | 74 | -168 | -1.18% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,067 | 180 | 0.0% | 0.0% | 75 | -5,104 | -26.62% | Q1 2026 | Jun 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 13,721 | 176 | 0.0% | — | 76 | +13,721 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,178 | 169 | 0.0% | 0.0% | 77 | +1,749 | 15.3% | Q1 2026 | Apr 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,655 | 162 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 11,916 | 153 | 0.02% | 0.02% | 79 | +208 | 1.78% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,282 | 145 | 0.0% | 0.0% | 80 | +15 | 0.13% | Q1 2026 | Apr 23, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,001 | 141 | 0.0% | 0.0% | 81 | -2,887 | -20.79% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 10,755 | 138 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 10,298 | 132 | 0.0% | 0.0% | 83 | -200 | -1.91% | Q1 2026 | May 15, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 10,250 | 131 | 0.15% | 0.14% | 84 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NOMURA HOLDINGS INC | History | New | 10,000 | 128 | 0.0% | — | 85 | +10,000 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,363 | 120 | 0.0% | 0.0% | 86 | +8,008 | 591.0% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | No change | 7,564 | 97 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 7,228 | 92 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 6,996 | 89 | 0.01% | 0.01% | 89 | +1,050 | 17.66% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,307 | 81 | 0.0% | — | 90 | +6,307 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 6,146 | 79 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,969 | 51 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | Added to | 2,793 | 35 | 0.03% | 0.02% | 93 | +606 | 27.71% | Q1 2026 | Apr 29, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,435 | 31 | 0.0% | 0.0% | 94 | -382 | -13.56% | Q1 2026 | May 12, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 2,380 | 30 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,900 | 24 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | No change | 1,712 | 22 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 1,720 | 22 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | New | 1,400 | 18 | 0.0% | — | 99 | +1,400 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,393 | 17 | 0.0% | — | 100 | +1,393 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 1,390 | 17 | 0.0% | — | 101 | +1,390 | New | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 1,067 | 13 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Arax Advisory Partners | History | Reduced | 1,000 | 12 | 0.0% | 0.0% | 103 | -21 | -2.06% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | No change | 976 | 12 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 830 | 10 | 0.0% | 0.0% | 107 | +216 | 35.18% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 695 | 8 | 0.0% | — | 109 | +695 | New | Q1 2026 | Apr 28, 2026 |
| Daytona Street Capital LLC | History | No change | 670 | 8 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 603 | 7 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 330 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 222 | 2 | 0.0% | 0.0% | 113 | +22 | 11.0% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 180 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 153 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | No change | 126 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 100 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 143 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -155,725 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -35,083 | -100.0% | Q1 2026 | May 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -22,797 | -100.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,082 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,490 | -100.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,471 | -100.0% | Q1 2026 | May 05, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -422 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |