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Cohen & Steers Qual Inc Rlty (RQI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,032,350 from 1,041,026
Change-8,676 (-1%)
Value$11.3M (-$1.6M)
Filed 2026-11-06
Absolute Investment Advisers, LLC
NEW
Shares833,385
Change+833,385
Value$9.1M
Filed 2026-10-21
Lake Street Private Wealth, LLC
INCREASED
Shares642,825 from 604,250
Change+38,575 (+6%)
Value$7.0M (-$431.5K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares329,950 from 269,060
Change+60,890 (+23%)
Value$3.6M (+$284.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares301,622 from 298,094
Change+3,528 (+1%)
Value$3.3M (-$381.8K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares289,168 from 287,045
Change+2,123 (+1%)
Value$3.2M (-$381.6K)
Filed 2026-10-13
Wealth Advisory Solutions, LLC
INCREASED
Shares262,140 from 261,026
Change+1,114 (+0%)
Value$2.9M (-$355.9K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
INCREASED
Shares258,407 from 205,578
Change+52,829 (+26%)
Value$2.8M (+$286.0K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares241,179 from 241,179
Change0 (0%)
Value$2.6M (-$340.1K)
Filed 2026-10-16
Lynx Capital Group LTD
UNCHANGED
Shares182,908 from 182,908
Change0 (0%)
Value$2.0M (-$257.9K)
Filed 2026-11-04
Wolverine Asset Management LLC
NEW
Shares165,498
Change+165,498
Value$1.8M
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares139,734 from 136,982
Change+2,752 (+2%)
Value$1.5M (-$163.2K)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares124,469 from 113,508
Change+10,961 (+10%)
Value$1.4M (-$40.6K)
Filed 2026-10-26
Indivisible Partners
DECREASED
Shares119,806 from 130,396
Change-10,590 (-8%)
Value$1.3M (-$299.3K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
INCREASED
Shares110,342 from 108,464
Change+1,878 (+2%)
Value$1.2M (-$132.5K)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares108,774 from 89,966
Change+18,808 (+21%)
Value$1.2M (+$78.2K)
Filed 2026-10-07
Samalin Investment Counsel, LLC
DECREASED
Shares94,138 from 117,084
Change-22,946 (-20%)
Value$1.0M (-$415.2K)
Filed 2026-10-23
HBW Advisory Services LLC
INCREASED
Shares93,083 from 81,057
Change+12,026 (+15%)
Value$1.0M (+$16.8K)
Filed 2026-10-15
Beacon Capital Management, Inc.
UNCHANGED
Shares93,000 from 93,000
Change0 (0%)
Value$1.0M (-$131.1K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares89,488 from 103,948
Change-14,460 (-14%)
Value$1.0M (-$255.0K)
Filed 2026-11-04
Lido Advisors, LLC
UNCHANGED
Shares81,345 from 81,345
Change0 (0%)
Value$886.7K (-$114.7K)
Filed 2026-11-04
Abel Hall, LLC
UNCHANGED
Shares76,000 from 76,000
Change0 (0%)
Value$828.4K (-$107.2K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares73,291 from 63,186
Change+10,105 (+16%)
Value$798.9K (+$21.0K)
Filed 2026-10-23
NWF Advisory Services Inc.
INCREASED
Shares71,918 from 69,481
Change+2,437 (+4%)
Value$783.9K (-$71.4K)
Filed 2026-10-19
Sweeney & Michel, LLC
INCREASED
Shares67,016 from 65,484
Change+1,532 (+2%)
Value$730.5K (-$89.4K)
Filed 2026-10-16
Regatta Capital Group, LLC
DECREASED
Shares65,914 from 67,578
Change-1,664 (-2%)
Value$718.5K (-$113.4K)
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares63,211 from 74,894
Change-11,683 (-16%)
Value$689.0K (-$232.9K)
Filed 2026-10-23
Shaker Financial Services, LLC
UNCHANGED
Shares61,196 from 61,196
Change0 (0%)
Value$667.0K (-$86.3K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares56,583 from 114,503
Change-57,920 (-51%)
Value$629.2K (-$770.0K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares52,315 from 53,763
Change-1,448 (-3%)
Value$570.2K (-$91.6K)
Filed 2026-11-04
Mezzasalma Advisors, LLC
INCREASED
Shares51,396 from 40,295
Change+11,101 (+28%)
Value$560.2K (+$64.2K)
Filed 2026-10-14
M Holdings Securities, Inc.
INCREASED
Shares50,819 from 44,028
Change+6,791 (+15%)
Value$579 (+$22)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares48,415 from 53,029
Change-4,614 (-9%)
Value$527.7K (-$125.1K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares47,584 from 42,772
Change+4,812 (+11%)
Value$518.7K (-$7.9K)
Filed 2026-10-13
Sound Financial Strategies Group, LLC
DECREASED
Shares41,940 from 42,247
Change-307 (-1%)
Value$457.1K (-$62.9K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares41,580 from 37,606
Change+3,974 (+11%)
Value$453.2K (-$9.7K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares40,552 from 31,675
Change+8,877 (+28%)
Value$442.0K (+$52.1K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares39,329 from 28,820
Change+10,509 (+36%)
Value$428.7K (+$73.9K)
Filed 2026-11-02
Next Level Private LLC
INCREASED
Shares39,185 from 38,686
Change+499 (+1%)
Value$427.1K (-$49.1K)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares38,809 from 39,209
Change-400 (-1%)
Value$423.0K (-$59.6K)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares38,552 from 37,128
Change+1,424 (+4%)
Value$420.2K (-$36.8K)
Filed 2026-10-28
Elevate Wealth Advisory, Inc
NEW
Shares35,000
Change+35,000
Value$381.5K
Filed 2026-10-29
Vanguard Capital Wealth Advisors
INCREASED
Shares33,600 from 32,000
Change+1,600 (+5%)
Value$366.2K (-$27.7K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares33,500 from 33,000
Change+500 (+2%)
Value$446.1K (+$39.5K)
Filed 2026-10-16
Doliver Advisors, LP
NEW
Shares32,988
Change+32,988
Value$359.6K
Filed 2026-10-01
Elevation Point Wealth Partners, LLC
DECREASED
Shares28,474 from 42,271
Change-13,797 (-33%)
Value$310.4K (-$210.0K)
Filed 2026-11-05
Calamos Advisors LLC
NEW
Shares28,293
Change+28,293
Value$308.4K
Filed 2026-11-02
Strategic Advisors LLC
UNCHANGED
Shares27,023 from 27,023
Change0 (0%)
Value$294.6K (-$38.1K)
Filed 2026-10-13
HUB Investment Partners, LLC
UNCHANGED
Shares25,282 from 25,282
Change0 (0%)
Value$275.6K (-$35.6K)
Filed 2026-11-03
Advisory Advocates, LLC
UNCHANGED
Shares25,190 from 25,190
Change0 (0%)
Value$274.6K (-$35.5K)
Filed 2026-11-05
Auxano Advisors, LLC
INCREASED
Shares24,596 from 24,339
Change+257 (+1%)
Value$268.1K (-$31.5K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares24,087 from 47,127
Change-23,040 (-49%)
Value$262.5K (-$317.6K)
Filed 2026-11-02
Caldwell Trust Co
DECREASED
Shares23,930 from 31,297
Change-7,367 (-24%)
Value$260.8K (-$124.4K)
Filed 2026-10-30
Summit Global Investments
UNCHANGED
Shares23,300 from 23,300
Change0 (0%)
Value$254.0K (-$33.0K)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares22,500 from 22,500
Change0 (0%)
Value$245.3K (-$31.7K)
Filed 2026-10-14
Mission Financial Group, LLC
INCREASED
Shares21,511 from 21,032
Change+479 (+2%)
Value$234.5K (-$24.4K)
Filed 2026-10-21
Wealth Effects LLC
UNCHANGED
Shares21,335 from 21,335
Change0 (0%)
Value$232.6K (-$30.1K)
Filed 2026-10-23
Moors & Cabot, Inc.
INCREASED
Shares20,804 from 20,731
Change+73 (+0%)
Value$226.8K (-$28.4K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares20,566 from 17,474
Change+3,092 (+18%)
Value$224.2K (+$9.1K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares18,985 from 10,241
Change+8,744 (+85%)
Value$206.9K (+$80.9K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
UNCHANGED
Shares18,286 from 18,286
Change0 (0%)
Value$199.3K (-$25.8K)
Filed 2026-10-16
Breakwater Capital Group
DECREASED
Shares17,847 from 18,597
Change-750 (-4%)
Value$194.5K (-$34.4K)
Filed 2026-10-09
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares17,641 from 17,641
Change0 (0%)
Value$192.3K (-$24.9K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares17,639 from 19,675
Change-2,036 (-10%)
Value$192.3K (-$49.9K)
Filed 2026-10-28
Lynx Investment Advisory
NEW
Shares16,230
Change+16,230
Value$176.9K
Filed 2026-10-27
SMH Capital Advisors Inc
INCREASED
Shares15,851 from 15,422
Change+429 (+3%)
Value$172.8K (-$17.1K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares15,820
Change+15,820
Value$172.4K
Filed 2026-11-03
Sage Capital Management, LLC
INCREASED
Shares15,643 from 15,294
Change+349 (+2%)
Value$170.5K (-$17.8K)
Filed 2026-10-20
PW Nova Financial Services LLC
DECREASED
Shares15,419 from 18,551
Change-3,132 (-17%)
Value$168.1K (-$60.3K)
Filed 2026-10-15
International Assets Investment Management, LLC
NEW
Shares15,256
Change+15,256
Value$165.5K
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares15,192 from 14,537
Change+655 (+5%)
Value$165.6K (-$13.4K)
Filed 2026-10-16
Howard Financial Services, Ltd.
INCREASED
Shares15,165 from 15,077
Change+88 (+1%)
Value$165.3K (-$20.3K)
Filed 2026-10-15
Salem Investment Counselors Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$163.5K (-$21.2K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares14,172 from 14,172
Change0 (0%)
Value$174.5K ($0)
Filed 2026-10-26
Delta Capital Management LLC
UNCHANGED
Shares13,800 from 13,800
Change0 (0%)
Value$150.0K (-$20.0K)
Filed 2026-10-16
Good Harbor Advisors, Inc.
UNCHANGED
Shares13,175 from 13,175
Change0 (0%)
Value$143.6K (-$18.6K)
Filed 2026-10-20
Signaturefd, LLC
DECREASED
Shares13,138 from 13,243
Change-105 (-1%)
Value$143.2K (-$19.8K)
Filed 2026-10-23
Venture Visionary Partners LLC
UNCHANGED
Shares12,592 from 12,592
Change0 (0%)
Value$137.3K (-$17.8K)
Filed 2026-10-07
David J Yvars Group
NEW
Shares12,170
Change+12,170
Value$132.7K
Filed 2026-10-09
Principle Wealth Partners LLC
DECREASED
Shares12,152 from 12,153
Change-1 (0%)
Value$132.5K (-$17.1K)
Filed 2026-11-02
Investors Research Corp
UNCHANGED
Shares11,615 from 11,615
Change0 (0%)
Value$126.6K (-$16.4K)
Filed 2026-10-07
180 Wealth Advisors, LLC
DECREASED
Shares11,223 from 11,412
Change-189 (-2%)
Value$122.3K (-$18.2K)
Filed 2026-11-03
Burney Co/
UNCHANGED
Shares11,064 from 11,064
Change0 (0%)
Value$120.6K (-$15.6K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares11,044 from 11,000
Change+44 (+0%)
Value$120.4K (-$15.0K)
Filed 2026-11-04
Visionary Wealth Advisors
NEW
Shares10,999
Change+10,999
Value$119.9K
Filed 2026-11-04
Capital Investment Advisors, LLC
UNCHANGED
Shares10,925 from 10,925
Change0 (0%)
Value$119.1K (-$15.4K)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares10,864 from 10,864
Change0 (0%)
Value$133.7K ($0)
Filed 2026-11-06
Clear Creek Financial Management, LLC
NEW
Shares10,744
Change+10,744
Value$117.1K
Filed 2026-10-28
Register Financial Advisors LLC
UNCHANGED
Shares10,700 from 10,700
Change0 (0%)
Value$116.6K (-$15.1K)
Filed 2026-10-23
Clearstead Advisors, LLC
NEW
Shares10,685
Change+10,685
Value$116.5K
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares10,509 from 11,158
Change-649 (-6%)
Value$114.6K (-$22.8K)
Filed 2026-11-05
Choreo, LLC
NEW
Shares10,116
Change+10,116
Value$110.3K
Filed 2026-10-28
Csenge Advisory Group
NEW
Shares10,061
Change+10,061
Value$109.7K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares8,858 from 8,858
Change0 (0%)
Value$96.6K (-$12.5K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares7,485 from 5,885
Change+1,600 (+27%)
Value$81.6K (+$9.1K)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares6,742 from 6,742
Change0 (0%)
Value$73.5K (-$9.5K)
Filed 2026-11-05
Key Capital Management, Inc
NEW
Shares5,884
Change+5,884
Value$64.1K
Filed 2026-11-03
Eastern Bank
INCREASED
Shares5,333 from 4,000
Change+1,333 (+33%)
Value$58.1K (+$8.9K)
Filed 2026-10-05
Golden State Wealth Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$54.5K (-$7.1K)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares4,871 from 4,871
Change0 (0%)
Value$53.1K (-$6.9K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares4,601 from 2,400
Change+2,201 (+92%)
Value$50.2K (+$20.6K)
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$41.7K (-$5.4K)
Filed 2026-10-08
Community Financial Services Group, LLC
UNCHANGED
Shares2,977 from 2,977
Change0 (0%)
Value$32.3K (-$4.4K)
Filed 2026-10-15
Oakworth Capital, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$27.3K (-$3.5K)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares2,123 from 5,978
Change-3,855 (-64%)
Value$23.1K (-$50.4K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$21.8K (-$2.8K)
Filed 2026-10-23
Lodestone Wealth Management LLC
UNCHANGED
Shares1,928 from 1,928
Change0 (0%)
Value$21.0K (-$2.7K)
Filed 2026-10-14
Spire Wealth Management
NEW
Shares1,796
Change+1,796
Value$19.6K
Filed 2026-10-30
Gables Capital Management Inc.
DECREASED
Shares1,461 from 2,574
Change-1,113 (-43%)
Value$15.9K (-$15.8K)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares1,077 from 2,405
Change-1,328 (-55%)
Value$11.7K (-$17.9K)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
NEW
Shares1,000
Change+1,000
Value$10.9K
Filed 2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$8.4K (-$1.1K)
Filed 2026-10-23
Parallel Advisors, LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$7.0K (-$909)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$5.0K (-$643)
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.3K (-$423)
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.3K (-$423)
Filed 2026-11-05
Montgomery Financial Services LLC
DECREASED
Shares274 from 444
Change-170 (-38%)
Value$3.0K (-$2.5K)
Filed 2026-11-03
Fortis Group Advisors, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$2.5K (-$325)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$2.5K (-$323)
Filed 2026-10-19
Private Client Services, LLC
CLOSED
Shares0 from 26,440
Change-26,440 (-100%)
Value$0 (-$325.5K)
Filed 2026-10-02
StoneX Group Inc.
CLOSED
Shares0 from 20,217
Change-20,217 (-100%)
Value$0 (-$258.9K)
Filed 2026-11-03
Merit Financial Group, LLC
CLOSED
Shares0 from 13,264
Change-13,264 (-100%)
Value$0 (-$163.3K)
Filed 2026-11-06
Ellis Investment Partners, LLC
CLOSED
Shares0 from 10,358
Change-10,358 (-100%)
Value$0 (-$127.5K)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 7,164
Change-7,164 (-100%)
Value$0 (-$88.2K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,651
Change-1,651 (-100%)
Value$0 (-$20.3K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,426
Change-1,426 (-100%)
Value$0 (-$17.6K)
Filed 2026-11-06
Concord Wealth Partners
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$961)
Filed 2026-11-03
Key FInancial Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$37)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 5,843,742
Change-5,843,742 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,812,317
Change-2,812,317 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 1,850,000
Change-1,850,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,354,297
Change-1,354,297 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,283,161
Change-1,283,161 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,080,650
Change-1,080,650 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 998,062
Change-998,062 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 765,435
Change-765,435 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 737,594
Change-737,594 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 583,814
Change-583,814 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 561,401
Change-561,401 (-100%)
Value—
Quarry LP
N/A
Shares— from 554,653
Change-554,653 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 370,664
Change-370,664 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 370,470
Change-370,470 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 350,947
Change-350,947 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 339,995
Change-339,995 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 331,428
Change-331,428 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 301,114
Change-301,114 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 209,028
Change-209,028 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 184,628
Change-184,628 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 169,913
Change-169,913 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 140,436
Change-140,436 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 129,280
Change-129,280 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 128,486
Change-128,486 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 127,606
Change-127,606 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 99,835
Change-99,835 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 92,038
Change-92,038 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 91,647
Change-91,647 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 84,900
Change-84,900 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 82,886
Change-82,886 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 80,462
Change-80,462 (-100%)
Value—
Man Group plc
N/A
Shares— from 76,182
Change-76,182 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 66,337
Change-66,337 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 61,707
Change-61,707 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 61,171
Change-61,171 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 61,047
Change-61,047 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 56,717
Change-56,717 (-100%)
Value—
&partners
N/A
Shares— from 54,257
Change-54,257 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 53,643
Change-53,643 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 53,224
Change-53,224 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 52,030
Change-52,030 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 50,782
Change-50,782 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 50,033
Change-50,033 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 42,500
Change-42,500 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 42,219
Change-42,219 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 40,164
Change-40,164 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 37,550
Change-37,550 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 32,450
Change-32,450 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,068
Change-31,068 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 30,102
Change-30,102 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 29,645
Change-29,645 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 23,289
Change-23,289 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,766
Change-19,766 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,960
Change-17,960 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 16,495
Change-16,495 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 14,502
Change-14,502 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,113
Change-14,113 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 13,603
Change-13,603 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,512
Change-13,512 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,966
Change-12,966 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,705
Change-12,705 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,624
Change-12,624 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,467
Change-12,467 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 11,707
Change-11,707 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 11,405
Change-11,405 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,769
Change-10,769 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,580
Change-10,580 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,487
Change-10,487 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 10,116
Change-10,116 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,532
Change-5,532 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 500
Change-500 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 385
Change-385 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 376
Change-376 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,032,3501,041,026-8,676-1%$12.8M$11.3M-$1.6M2026-11-06
Absolute Investment Advisers, LLC
NEW833,385—+833,385——$9.1M—2026-10-21
Lake Street Private Wealth, LLC
INCREASED642,825604,250+38,575+6%$7.4M$7.0M-$431.5K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED329,950269,060+60,890+23%$3.3M$3.6M+$284.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED301,622298,094+3,528+1%$3.7M$3.3M-$381.8K2026-11-02
Independent Financial Group, LLC
INCREASED289,168287,045+2,123+1%$3.5M$3.2M-$381.6K2026-10-13
Wealth Advisory Solutions, LLC
INCREASED262,140261,026+1,114+0%$3.2M$2.9M-$355.9K2026-10-20
Quad-Cities Investment Group, LLC
INCREASED258,407205,578+52,829+26%$2.5M$2.8M+$286.0K2026-10-16
Cyndeo Wealth Partners, LLC
UNCHANGED241,179241,17900%$3.0M$2.6M-$340.1K2026-10-16
Lynx Capital Group LTD
UNCHANGED182,908182,90800%$2.3M$2.0M-$257.9K2026-11-04
Wolverine Asset Management LLC
NEW165,498—+165,498——$1.8M—2026-11-02
Farther Finance Advisors, LLC
INCREASED139,734136,982+2,752+2%$1.7M$1.5M-$163.2K2026-10-08
Oppenheimer & Co Inc
INCREASED124,469113,508+10,961+10%$1.4M$1.4M-$40.6K2026-10-26
Indivisible Partners
DECREASED119,806130,396-10,590-8%$1.6M$1.3M-$299.3K2026-10-26
Ascentis Wealth Management, LLC
INCREASED110,342108,464+1,878+2%$1.3M$1.2M-$132.5K2026-11-03
Cooper Financial Group
INCREASED108,77489,966+18,808+21%$1.1M$1.2M+$78.2K2026-10-07
Samalin Investment Counsel, LLC
DECREASED94,138117,084-22,946-20%$1.4M$1.0M-$415.2K2026-10-23
HBW Advisory Services LLC
INCREASED93,08381,057+12,026+15%$997.8K$1.0M+$16.8K2026-10-15
Beacon Capital Management, Inc.
UNCHANGED93,00093,00000%$1.1M$1.0M-$131.1K2026-10-13
Prospera Financial Services Inc
DECREASED89,488103,948-14,460-14%$1.3M$1.0M-$255.0K2026-11-04
Lido Advisors, LLC
UNCHANGED81,34581,34500%$1.0M$886.7K-$114.7K2026-11-04
Abel Hall, LLC
UNCHANGED76,00076,00000%$935.6K$828.4K-$107.2K2026-10-19
Sowell Financial Services LLC
INCREASED73,29163,186+10,105+16%$777.8K$798.9K+$21.0K2026-10-23
NWF Advisory Services Inc.
INCREASED71,91869,481+2,437+4%$855.3K$783.9K-$71.4K2026-10-19
Sweeney & Michel, LLC
INCREASED67,01665,484+1,532+2%$819.9K$730.5K-$89.4K2026-10-16
Regatta Capital Group, LLC
DECREASED65,91467,578-1,664-2%$831.9K$718.5K-$113.4K2026-10-23
Apollon Wealth Management, LLC
DECREASED63,21174,894-11,683-16%$921.9K$689.0K-$232.9K2026-10-23
Shaker Financial Services, LLC
UNCHANGED61,19661,19600%$753.3K$667.0K-$86.3K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED56,583114,503-57,920-51%$1.4M$629.2K-$770.0K2026-10-13
AlphaCore Capital LLC
DECREASED52,31553,763-1,448-3%$661.8K$570.2K-$91.6K2026-11-04
Mezzasalma Advisors, LLC
INCREASED51,39640,295+11,101+28%$496.0K$560.2K+$64.2K2026-10-14
M Holdings Securities, Inc.
INCREASED50,81944,028+6,791+15%$557$579+$222026-11-03
Kestra Private Wealth Services, LLC
DECREASED48,41553,029-4,614-9%$652.8K$527.7K-$125.1K2026-11-06
Avior Wealth Management, LLC
INCREASED47,58442,772+4,812+11%$526.5K$518.7K-$7.9K2026-10-13
Sound Financial Strategies Group, LLC
DECREASED41,94042,247-307-1%$520.1K$457.1K-$62.9K2026-10-30
Fifth Third Bancorp
INCREASED41,58037,606+3,974+11%$462.9K$453.2K-$9.7K2026-11-05
Lanark Financial, Inc.
INCREASED40,55231,675+8,877+28%$389.9K$442.0K+$52.1K2026-10-26
Kestra Advisory Services, LLC
INCREASED39,32928,820+10,509+36%$354.8K$428.7K+$73.9K2026-11-02
Next Level Private LLC
INCREASED39,18538,686+499+1%$476.2K$427.1K-$49.1K2026-10-20
D.A. Davidson & Co.
DECREASED38,80939,209-400-1%$482.7K$423.0K-$59.6K2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED38,55237,128+1,424+4%$457.0K$420.2K-$36.8K2026-10-28
Elevate Wealth Advisory, Inc
NEW35,000—+35,000——$381.5K—2026-10-29
Vanguard Capital Wealth Advisors
INCREASED33,60032,000+1,600+5%$393.9K$366.2K-$27.7K2026-10-16
TD Waterhouse Canada Inc.
INCREASED33,50033,000+500+2%$406.6K$446.1K+$39.5K2026-10-16
Doliver Advisors, LP
NEW32,988—+32,988——$359.6K—2026-10-01
Elevation Point Wealth Partners, LLC
DECREASED28,47442,271-13,797-33%$520.4K$310.4K-$210.0K2026-11-05
Calamos Advisors LLC
NEW28,293—+28,293——$308.4K—2026-11-02
Strategic Advisors LLC
UNCHANGED27,02327,02300%$332.7K$294.6K-$38.1K2026-10-13
HUB Investment Partners, LLC
UNCHANGED25,28225,28200%$311.2K$275.6K-$35.6K2026-11-03
Advisory Advocates, LLC
UNCHANGED25,19025,19000%$310.1K$274.6K-$35.5K2026-11-05
Auxano Advisors, LLC
INCREASED24,59624,339+257+1%$299.6K$268.1K-$31.5K2026-11-06
Creative Planning
DECREASED24,08747,127-23,040-49%$580.1K$262.5K-$317.6K2026-11-02
Caldwell Trust Co
DECREASED23,93031,297-7,367-24%$385.3K$260.8K-$124.4K2026-10-30
Summit Global Investments
UNCHANGED23,30023,30000%$287.0K$254.0K-$33.0K2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED22,50022,50000%$277.0K$245.3K-$31.7K2026-10-14
Mission Financial Group, LLC
INCREASED21,51121,032+479+2%$258.9K$234.5K-$24.4K2026-10-21
Wealth Effects LLC
UNCHANGED21,33521,33500%$262.6K$232.6K-$30.1K2026-10-23
Moors & Cabot, Inc.
INCREASED20,80420,731+73+0%$255.2K$226.8K-$28.4K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED20,56617,474+3,092+18%$215.1K$224.2K+$9.1K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED18,98510,241+8,744+85%$126.1K$206.9K+$80.9K2026-11-05
WealthBridge Capital Management, LLC
UNCHANGED18,28618,28600%$225.1K$199.3K-$25.8K2026-10-16
Breakwater Capital Group
DECREASED17,84718,597-750-4%$228.9K$194.5K-$34.4K2026-10-09
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED17,64117,64100%$217.2K$192.3K-$24.9K2026-10-21
MGO One Seven LLC
DECREASED17,63919,675-2,036-10%$242.2K$192.3K-$49.9K2026-10-28
Lynx Investment Advisory
NEW16,230—+16,230——$176.9K—2026-10-27
SMH Capital Advisors Inc
INCREASED15,85115,422+429+3%$189.8K$172.8K-$17.1K2026-10-29
Ascentis Independent Advisors
NEW15,820—+15,820——$172.4K—2026-11-03
Sage Capital Management, LLC
INCREASED15,64315,294+349+2%$188.3K$170.5K-$17.8K2026-10-20
PW Nova Financial Services LLC
DECREASED15,41918,551-3,132-17%$228.4K$168.1K-$60.3K2026-10-15
International Assets Investment Management, LLC
NEW15,256—+15,256——$165.5K—2026-11-02
IFP Advisors, Inc
INCREASED15,19214,537+655+5%$179.0K$165.6K-$13.4K2026-10-16
Howard Financial Services, Ltd.
INCREASED15,16515,077+88+1%$185.6K$165.3K-$20.3K2026-10-15
Salem Investment Counselors Inc
UNCHANGED15,00015,00000%$184.7K$163.5K-$21.2K2026-10-13
PKS Advisory Services, LLC
UNCHANGED14,17214,17200%$174.5K$174.5K$02026-10-26
Delta Capital Management LLC
UNCHANGED13,80013,80000%$170.0K$150.0K-$20.0K2026-10-16
Good Harbor Advisors, Inc.
UNCHANGED13,17513,17500%$162.2K$143.6K-$18.6K2026-10-20
Signaturefd, LLC
DECREASED13,13813,243-105-1%$163.0K$143.2K-$19.8K2026-10-23
Venture Visionary Partners LLC
UNCHANGED12,59212,59200%$155.0K$137.3K-$17.8K2026-10-07
David J Yvars Group
NEW12,170—+12,170——$132.7K—2026-10-09
Principle Wealth Partners LLC
DECREASED12,15212,153-10%$149.6K$132.5K-$17.1K2026-11-02
Investors Research Corp
UNCHANGED11,61511,61500%$143.0K$126.6K-$16.4K2026-10-07
180 Wealth Advisors, LLC
DECREASED11,22311,412-189-2%$140.5K$122.3K-$18.2K2026-11-03
Burney Co/
UNCHANGED11,06411,06400%$136.2K$120.6K-$15.6K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED11,04411,000+44+0%$135.4K$120.4K-$15.0K2026-11-04
Visionary Wealth Advisors
NEW10,999—+10,999——$119.9K—2026-11-04
Capital Investment Advisors, LLC
UNCHANGED10,92510,92500%$134.5K$119.1K-$15.4K2026-10-22
Allworth Financial LP
UNCHANGED10,86410,86400%$133.7K$133.7K$02026-11-06
Clear Creek Financial Management, LLC
NEW10,744—+10,744——$117.1K—2026-10-28
Register Financial Advisors LLC
UNCHANGED10,70010,70000%$131.7K$116.6K-$15.1K2026-10-23
Clearstead Advisors, LLC
NEW10,685—+10,685——$116.5K—2026-11-06
Nations Financial Group Inc,
DECREASED10,50911,158-649-6%$137.4K$114.6K-$22.8K2026-11-05
Choreo, LLC
NEW10,116—+10,116——$110.3K—2026-10-28
Csenge Advisory Group
NEW10,061—+10,061——$109.7K—2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED8,8588,85800%$109.0K$96.6K-$12.5K2026-10-27
Private Trust Co NA
INCREASED7,4855,885+1,600+27%$72.4K$81.6K+$9.1K2026-10-20
Larson Financial Group LLC
UNCHANGED6,7426,74200%$83.0K$73.5K-$9.5K2026-11-05
Key Capital Management, Inc
NEW5,884—+5,884——$64.1K—2026-11-03
Eastern Bank
INCREASED5,3334,000+1,333+33%$49.2K$58.1K+$8.9K2026-10-05
Golden State Wealth Management, LLC
UNCHANGED5,0005,00000%$61.6K$54.5K-$7.1K2026-11-02
Triumph Capital Management
UNCHANGED4,8714,87100%$60.0K$53.1K-$6.9K2026-10-14
PNC Financial Services Group, Inc.
INCREASED4,6012,400+2,201+92%$29.5K$50.2K+$20.6K2026-11-06
CoreCap Advisors, LLC
UNCHANGED3,8303,83000%$47.1K$41.7K-$5.4K2026-10-08
Community Financial Services Group, LLC
UNCHANGED2,9772,97700%$36.7K$32.3K-$4.4K2026-10-15
Oakworth Capital, Inc.
UNCHANGED2,5002,50000%$30.8K$27.3K-$3.5K2026-10-26
US Bancorp \de\
DECREASED2,1235,978-3,855-64%$73.6K$23.1K-$50.4K2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED2,0002,00000%$24.6K$21.8K-$2.8K2026-10-23
Lodestone Wealth Management LLC
UNCHANGED1,9281,92800%$23.7K$21.0K-$2.7K2026-10-14
Spire Wealth Management
NEW1,796—+1,796——$19.6K—2026-10-30
Gables Capital Management Inc.
DECREASED1,4612,574-1,113-43%$31.7K$15.9K-$15.8K2026-11-04
Assetmark, Inc
DECREASED1,0772,405-1,328-55%$29.6K$11.7K-$17.9K2026-10-21
Moisand Fitzgerald Tamayo, LLC
NEW1,000—+1,000——$10.9K—2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED77577500%$9.5K$8.4K-$1.1K2026-10-23
Parallel Advisors, LLC
UNCHANGED64564500%$7.9K$7.0K-$9092026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED45645600%$5.6K$5.0K-$6432026-10-21
Duncker Streett & Co Inc
UNCHANGED30030000%$3.7K$3.3K-$4232026-10-27
Central Trust Co
UNCHANGED30030000%$3.7K$3.3K-$4232026-11-05
Montgomery Financial Services LLC
DECREASED274444-170-38%$5.5K$3.0K-$2.5K2026-11-03
Fortis Group Advisors, LLC
UNCHANGED23023000%$2.8K$2.5K-$3252026-11-06
Highline Wealth Partners LLC
UNCHANGED22922900%$2.8K$2.5K-$3232026-10-19
Private Client Services, LLC
CLOSED026,440-26,440-100%$325.5K$0-$325.5K2026-10-02
StoneX Group Inc.
CLOSED020,217-20,217-100%$258.9K$0-$258.9K2026-11-03
Merit Financial Group, LLC
CLOSED013,264-13,264-100%$163.3K$0-$163.3K2026-11-06
Ellis Investment Partners, LLC
CLOSED010,358-10,358-100%$127.5K$0-$127.5K2026-10-21
MCF Advisors LLC
CLOSED07,164-7,164-100%$88.2K$0-$88.2K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,651-1,651-100%$20.3K$0-$20.3K2026-10-14
Institute for Wealth Management, Llc.
CLOSED01,426-1,426-100%$17.6K$0-$17.6K2026-11-06
Concord Wealth Partners
CLOSED0300-300-100%$3.7K$0-$3.7K2026-11-02
JFS Wealth Advisors, LLC
CLOSED078-78-100%$961$0-$9612026-11-03
Key FInancial Inc
CLOSED03-3-100%$37$0-$372026-11-02
Morgan Stanley
N/A—5,843,742-5,843,742-100%$71.9M———
Bank of America Corp
N/A—2,812,317-2,812,317-100%$34.6M———
Cable Car Capital, LPA
N/A—1,850,000-1,850,000-100%$22.8M———
Wells Fargo & Company
N/A—1,354,297-1,354,297-100%$16.7M———
Raymond James Financial Inc
N/A—1,283,161-1,283,161-100%$15.8M———
UBS Group AG
N/A—1,080,650-1,080,650-100%$13.3M———
Mission Hills Financial Advisory, LLC
N/A—998,062-998,062-100%$12.3M———
Ameriprise Financial Inc
N/A—765,435-765,435-100%$9.4M———
Penserra Capital Management LLC
N/A—737,594-737,594-100%$9.1M———
Boothbay Fund Management, LLC
N/A—583,814-583,814-100%$7.2M———
Alpine Global Management, LLC
N/A—561,401-561,401-100%$6.9M———
Quarry LP
N/A—554,653-554,653-100%$6.8M———
Mariner, LLC
N/A—370,664-370,664-100%$4.6M———
Private Advisor Group, LLC
N/A—370,470-370,470-100%$4.6M———
Osaic Holdings, Inc.
N/A—350,947-350,947-100%$4.3M———
Matrix Private Capital Group LLC
N/A—339,995-339,995-100%$4.2M———
Royal Bank of Canada
N/A—331,428-331,428-100%$4.1M———
Castle Wealth Management LLC
N/A—301,114-301,114-100%$3.7M———
Ameritas Advisory Services, LLC
N/A—209,028-209,028-100%$2.6M———
Z3 Capital Partners, LLC
N/A—184,628-184,628-100%$2.3M———
Cetera Investment Advisers
N/A—169,913-169,913-100%$2.1M———
Yakira Capital Management, Inc.
N/A—140,436-140,436-100%$1.7M———
Sargent Investment Group, LLC
N/A—129,280-129,280-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—128,486-128,486-100%$1.6M———
Mutual Advisors, LLC
N/A—127,606-127,606-100%$1.6M———
Stifel Financial Corp
N/A—99,835-99,835-100%$1.2M———
Janney Montgomery Scott LLC
N/A—92,038-92,038-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—91,647-91,647-100%$1.1M———
Shufro Rose & Co LLC
N/A—84,900-84,900-100%$1.0M———
XTX Topco Ltd
N/A—82,886-82,886-100%$1.0M———
Waverly Advisors, LLC
N/A—80,462-80,462-100%$990.5K———
Man Group plc
N/A—76,182-76,182-100%$937.8K———
Advisors Asset Management, Inc.
N/A—66,337-66,337-100%$816.6K———
Focus Partners Wealth
N/A—61,707-61,707-100%$759.6K———
Sanctuary Advisors, LLC
N/A—61,171-61,171-100%$753.0K———
Invesco Ltd.
N/A—61,047-61,047-100%$751.5K———
JPMorgan Chase & Co
N/A—56,717-56,717-100%$708.4K———
&partners
N/A—54,257-54,257-100%$667.9K———
HighTower Advisors, LLC
N/A—53,643-53,643-100%$660.3K———
Baird Financial Group, Inc.
N/A—53,224-53,224-100%$655.2K———
Readystate Asset Management LP
N/A—52,030-52,030-100%$640.5K———
Jane Street Group, LLC
N/A—50,782-50,782-100%$625.1K———
Horizon Kinetics Asset Management LLC
N/A—50,033-50,033-100%$615.9K———
SIT Investment Associates Inc
N/A—42,500-42,500-100%$523.0K———
Vestmark Advisory Solutions, Inc.
N/A—42,219-42,219-100%$519.7K———
Equitable Holdings, Inc.
N/A—40,164-40,164-100%$494.4K———
Josh Arnold Investment Consultant, LLC
N/A—37,550-37,550-100%$462.2K———
Everstar Asset Management, LLC
N/A—32,450-32,450-100%$200.0K———
MML Investors Services, LLC
N/A—31,068-31,068-100%$382.5K———
Northwestern Mutual Wealth Management Co
N/A—30,102-30,102-100%$370.6K———
Evolve Private Wealth, LLC
N/A—29,645-29,645-100%$364.9K———
Logan Stone Capital, LLC
N/A—23,289-23,289-100%$286.7K———
Stratos Wealth Partners, Ltd.
N/A—19,766-19,766-100%$243.3K———
Brown Advisory Inc
N/A—17,960-17,960-100%$221.1K———
First Trust Advisors LP
N/A—16,495-16,495-100%$203.1K———
Snowden Capital Advisors LLC
N/A—15,359-15,359-100%$189.1K———
Knightsbridge Asset Management, LLC
N/A—14,502-14,502-100%$165.6K———
Susquehanna International Group, LLP
N/A—14,113-14,113-100%$173.7K———
Jaffetilchin Investment Partners, LLC
N/A—13,603-13,603-100%$167.4K———
Great Valley Advisor Group, Inc.
N/A—13,512-13,512-100%$166.3K———
Marex Group Ltd
N/A—13,000-13,000-100%$160.0K———
World Investment Advisors
N/A—12,966-12,966-100%$156.5K———
PFG Investments, LLC
N/A—12,705-12,705-100%$156.4K———
EP Wealth Advisors, LLC
N/A—12,624-12,624-100%$155.4K———
Centaurus Financial, Inc.
N/A—12,467-12,467-100%$153.0K———
Pasadena Private Wealth, LLC
N/A—11,707-11,707-100%$144.1K———
Alteri Wealth LLC
N/A—11,405-11,405-100%$140.4K———
MAI Capital Management
N/A—10,769-10,769-100%$132.6K———
Keystone Financial Group
N/A—10,580-10,580-100%$130.2K———
Advisory Services Network, LLC
N/A—10,487-10,487-100%$129.1K———
Virtu Financial LLC
N/A—10,116-10,116-100%$125———
Allied Private Wealth LLC
N/A—8,789-8,789-100%$107.2K———
Colonial Trust Co / SC
N/A—8,018-8,018-100%$100.1K———
Rothschild Investment LLC
N/A—7,000-7,000-100%$86.2K———
Hollencrest Capital Management
N/A—5,532-5,532-100%$68.1K———
Rialto Wealth Management, LLC
N/A—5,111-5,111-100%$62.9K———
Strategic Wealth Partners, Ltd.
N/A—4,830-4,830-100%$59.5K———
NewEdge Advisors, LLC
N/A—4,814-4,814-100%$59.3K———
Harbour Investments, Inc.
N/A—3,774-3,774-100%$46.5K———
IFG Advisory, LLC
N/A—3,176-3,176-100%$39.1K———
Quantum Portfolio Management LLC
N/A—2,649-2,649-100%$32.6K———
Keating Financial Advisory Services, Inc.
N/A—2,170-2,170-100%$26.7K———
Atlantic Union Bankshares Corp
N/A—2,017-2,017-100%$24.8K———
Geneos Wealth Management Inc.
N/A—1,465-1,465-100%$18.0K———
HM Payson & Co
N/A—1,445-1,445-100%$17.8K———
LRI Investments, LLC
N/A—1,325-1,325-100%$16.3K———
Evelyn Partners Group Ltd
N/A—1,289-1,289-100%$15.9K———
Dunhill Financial, LLC
N/A—1,141-1,141-100%$14.0K———
BFC Planning, Inc.
N/A—1,086-1,086-100%$13.4K———
Bartlett & Co. Wealth Management LLC
N/A—1,056-1,056-100%$13.0K———
Medallion Wealth Advisors, LLC
N/A—1,000-1,000-100%$12.3K———
Delta Asset Management LLC
N/A—774-774-100%$9.5K———
Bellevue Asset Management, LLC
N/A—628-628-100%$7.7K———
Ancora Advisors LLCA
N/A—500-500-100%$6.2K———
UBS Asset Management Americas LLC
N/A—410-410-100%$5.0K———
Morse Asset Management, Inc
N/A—385-385-100%$4.7K———
Arax Advisory Partners
N/A—376-376-100%$4.6K———
Ameritas Investment Partners, Inc.
N/A—344-344-100%$4.2K———
Tidemark, LLC
N/A—240-240-100%$3.0K———
Aventura Private Wealth, LLC
N/A—138-138-100%$1.7K———
Huntington National Bank
N/A—1-1-100%$12———
Showing 230 of 230 institutions