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Gabelli Equity Trust (GAB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares1,546,849 from 1,559,070
Change-12,221 (-1%)
Value$8.1M (-$718.9K)
Filed 2026-11-02
Absolute Investment Advisers, LLC
INCREASED
Shares1,531,228 from 1,508,078
Change+23,150 (+2%)
Value$8.0M (-$512.1K)
Filed 2026-10-21
Shaker Financial Services, LLC
DECREASED
Shares1,518,357 from 2,073,169
Change-554,812 (-27%)
Value$8.0M (-$3.8M)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares1,007,220 from 998,455
Change+8,765 (+1%)
Value$5.3M (-$373.4K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares666,519 from 663,866
Change+2,653 (+0%)
Value$3.5M (-$264.9K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares645,903 from 593,231
Change+52,672 (+9%)
Value$3.4M (+$27.0K)
Filed 2026-11-02
Live Oak Private Wealth LLC
UNCHANGED
Shares635,255 from 635,255
Change0 (0%)
Value$3.3M (-$266.8K)
Filed 2026-11-02
Philadelphia Trust Co
DECREASED
Shares570,409 from 655,219
Change-84,810 (-13%)
Value$3.0M (-$720.0K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares529,261 from 498,834
Change+30,427 (+6%)
Value$2.8M (-$50.1K)
Filed 2026-11-02
Marks Group Wealth Management, Inc
INCREASED
Shares305,734 from 227,710
Change+78,024 (+34%)
Value$1.6M (+$313.2K)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares275,183 from 267,909
Change+7,274 (+3%)
Value$1.4M (-$74.4K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares254,961 from 322,128
Change-67,167 (-21%)
Value$1.3M (-$487.2K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares231,506 from 200,329
Change+31,177 (+16%)
Value$1.2M (+$79.0K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares175,479
Change+175,479
Value$919.6K
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares169,374 from 323,540
Change-154,166 (-48%)
Value$887.5K (-$943.7K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares154,669 from 199,918
Change-45,249 (-23%)
Value$810.5K (-$321.1K)
Filed 2026-10-30
TrueMark Investments, LLC
INCREASED
Shares154,438 from 145,438
Change+9,000 (+6%)
Value$809.3K (-$13.9K)
Filed 2026-11-05
PMG Family Office LLC
INCREASED
Shares153,518 from 152,047
Change+1,471 (+1%)
Value$804.4K (-$56.2K)
Filed 2026-10-19
Sowell Financial Services LLC
NEW
Shares152,588
Change+152,588
Value$799.6K
Filed 2026-10-23
Dynamic Advisor Solutions LLC
DECREASED
Shares136,056 from 137,419
Change-1,363 (-1%)
Value$712.9K (-$64.9K)
Filed 2026-10-13
Valley Brook Capital Group, Inc.
DECREASED
Shares122,586 from 133,336
Change-10,750 (-8%)
Value$642.3K (-$112.3K)
Filed 2026-10-26
Thrivent Financial for Lutherans
NEW
Shares116,564
Change+116,564
Value$611.0K
Filed 2026-11-05
Advisory Advocates, LLC
INCREASED
Shares104,678 from 102,128
Change+2,550 (+3%)
Value$548.5K (-$29.5K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares93,858 from 89,499
Change+4,359 (+5%)
Value$491.8K (-$14.7K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares88,769 from 78,865
Change+9,904 (+13%)
Value$461.6K (+$16.8K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
DECREASED
Shares87,027 from 89,759
Change-2,732 (-3%)
Value$456.0K (-$52.0K)
Filed 2026-11-04
Procyon Advisors, LLC
NEW
Shares82,466
Change+82,466
Value$432.1K
Filed 2026-10-21
HCR Wealth Advisors
UNCHANGED
Shares75,353 from 75,353
Change0 (0%)
Value$394.8K (-$31.6K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares68,209 from 48,933
Change+19,276 (+39%)
Value$357.4K (+$80.5K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares67,682 from 67,682
Change0 (0%)
Value$354.7K (-$28.4K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED
Shares67,321 from 71,321
Change-4,000 (-6%)
Value$352.8K (-$50.9K)
Filed 2026-10-23
Calamos Advisors LLC
NEW
Shares62,288
Change+62,288
Value$326.4K
Filed 2026-11-02
Kingstone Capital Partners Texas, LLC
INCREASED
Shares56,566 from 53,922
Change+2,644 (+5%)
Value$296.4K (-$8.8K)
Filed 2026-11-03
Midwest Trust Co
UNCHANGED
Shares52,810 from 52,810
Change0 (0%)
Value$276.7K (-$22.2K)
Filed 2026-10-22
Plancorp, LLC
UNCHANGED
Shares47,898 from 47,898
Change0 (0%)
Value$248.6K (-$23.0K)
Filed 2026-11-03
Arista Wealth Management, LLC
UNCHANGED
Shares47,128 from 47,128
Change0 (0%)
Value$247.0K (-$19.8K)
Filed 2026-10-29
Shulman DeMeo Asset Management LLC
DECREASED
Shares44,485 from 44,634
Change-149 (0%)
Value$230.4K (-$22.2K)
Filed 2026-10-09
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares41,224 from 41,224
Change0 (0%)
Value$216.0K (-$17.3K)
Filed 2026-10-09
Abel Hall, LLC
INCREASED
Shares40,000 from 20,000
Change+20,000 (+100%)
Value$209.6K (+$96.4K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares37,574 from 41,816
Change-4,242 (-10%)
Value$196.9K (-$39.8K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares35,603 from 25,499
Change+10,104 (+40%)
Value$186.6K (+$42.2K)
Filed 2026-10-08
Coquina Private Wealth LLC
DECREASED
Shares34,187 from 38,876
Change-4,689 (-12%)
Value$179.1K (-$40.9K)
Filed 2026-10-27
Old Mission Investment Co LLC
UNCHANGED
Shares31,131 from 31,131
Change0 (0%)
Value$163.1K (-$13.1K)
Filed 2026-10-22
StoneX Group Inc.
NEW
Shares29,165
Change+29,165
Value$152.8K
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares28,332 from 34,267
Change-5,935 (-17%)
Value$148.5K (-$45.5K)
Filed 2026-10-22
Park Avenue Securities LLC
UNCHANGED
Shares28,116 from 28,116
Change0 (0%)
Value$147.0K (-$12.0K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares27,750 from 27,750
Change0 (0%)
Value$145.4K (-$11.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares27,444
Change+27,444
Value$143.8K
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares25,851 from 26,200
Change-349 (-1%)
Value$135.5K (-$12.8K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares25,390 from 25,337
Change+53 (+0%)
Value$133.0K (-$10.4K)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares24,939 from 15,203
Change+9,736 (+64%)
Value$130.7K (+$44.6K)
Filed 2026-11-03
Quad-Cities Investment Group, LLC
INCREASED
Shares24,071 from 23,646
Change+425 (+2%)
Value$126.1K (-$7.7K)
Filed 2026-10-16
Insight Advisors, LLC/ PA
UNCHANGED
Shares21,842 from 21,842
Change0 (0%)
Value$114.5K (-$9.2K)
Filed 2026-10-22
Capital Square, LLC
UNCHANGED
Shares20,622 from 20,622
Change0 (0%)
Value$108.1K (-$8.2K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$99.6K (-$8.0K)
Filed 2026-10-13
Eagle Wealth Strategies LLC
UNCHANGED
Shares18,624 from 18,624
Change0 (0%)
Value$97.6K (-$7.8K)
Filed 2026-10-20
SYM Financial Corp
INCREASED
Shares18,379 from 17,890
Change+489 (+3%)
Value$96.3K (-$5.0K)
Filed 2026-10-26
Montz Harcus Wealth Management LLC
INCREASED
Shares18,047 from 17,567
Change+480 (+3%)
Value$94.6K (-$4.9K)
Filed 2026-10-09
Register Financial Advisors LLC
INCREASED
Shares17,958 from 17,477
Change+481 (+3%)
Value$94.1K (-$4.8K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares17,885 from 29,181
Change-11,296 (-39%)
Value$93.7K (-$71.4K)
Filed 2026-10-26
Modera Wealth Management, LLC
UNCHANGED
Shares17,200 from 17,200
Change0 (0%)
Value$90.1K (-$7.2K)
Filed 2026-10-28
Midland Wealth Advisors, LLC
DECREASED
Shares16,348 from 26,748
Change-10,400 (-39%)
Value$85.7K (-$65.7K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares15,890 from 16,925
Change-1,035 (-6%)
Value$83.3K (-$12.5K)
Filed 2026-10-28
Curran Financial Partners, LLC
UNCHANGED
Shares15,325 from 15,325
Change0 (0%)
Value$80.3K (-$6.4K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares14,536 from 14,148
Change+388 (+3%)
Value$76.2K (-$3.9K)
Filed 2026-11-04
Legacy Wealth Management, LLC / MS
DECREASED
Shares14,045 from 32,223
Change-18,178 (-56%)
Value$73.6K (-$108.8K)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
INCREASED
Shares13,951 from 13,852
Change+99 (+1%)
Value$73.1K (-$5.3K)
Filed 2026-10-22
MTM Investment Management, LLC
UNCHANGED
Shares13,530 from 13,530
Change0 (0%)
Value$70.9K (-$5.7K)
Filed 2026-10-30
Choreo, LLC
NEW
Shares12,951
Change+12,951
Value$67.9K
Filed 2026-10-28
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares12,523 from 12,456
Change+67 (+1%)
Value$65.6K (-$4.9K)
Filed 2026-10-09
Tactive Advisors, LLC
DECREASED
Shares12,409 from 12,976
Change-567 (-4%)
Value$65.0K (-$8.4K)
Filed 2026-10-08
Morton Capital Management LLC
INCREASED
Shares12,123 from 12,118
Change+5 (+0%)
Value$63.5K (-$5.1K)
Filed 2026-10-23
New England Private Wealth Advisors LLC
UNCHANGED
Shares11,446 from 11,446
Change0 (0%)
Value$60.0K (-$3.9K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares11,354 from 11,354
Change0 (0%)
Value$59.5K (-$4.8K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
UNCHANGED
Shares11,348 from 11,348
Change0 (0%)
Value$59.5K (-$4.8K)
Filed 2026-10-29
Triton Wealth Management, Pllc
NEW
Shares11,180
Change+11,180
Value$59.4K
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares10,770 from 10,770
Change0 (0%)
Value$56.4K (-$4.5K)
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares10,670 from 10,670
Change0 (0%)
Value$55.9K (-$4.5K)
Filed 2026-10-22
Cascade Investment Group, Inc.
UNCHANGED
Shares10,649 from 10,649
Change0 (0%)
Value$55.8K (-$4.5K)
Filed 2026-10-13
Novem Group
UNCHANGED
Shares10,489 from 10,489
Change0 (0%)
Value$55.0K (-$4.4K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
NEW
Shares10,041
Change+10,041
Value$52.6K
Filed 2026-10-08
Smart Wealth LLC
UNCHANGED
Shares10,041 from 10,041
Change0 (0%)
Value$52.6K (-$4.2K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$52.4K (-$4.2K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares9,150 from 9,150
Change0 (0%)
Value$47.6K (-$3.9K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
NEW
Shares7,597
Change+7,597
Value$39.8K
Filed 2026-10-27
Kentucky Trust Co
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$38.8K (-$3.1K)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED
Shares6,780 from 6,780
Change0 (0%)
Value$35.5K (-$2.8K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED
Shares5,344 from 5,344
Change0 (0%)
Value$28.0K (-$2.2K)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares4,933 from 4,933
Change0 (0%)
Value$25.8K (-$2.1K)
Filed 2026-10-08
Compass Financial Management LLC
NEW
Shares4,000
Change+4,000
Value$21.0K
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares3,649
Change+3,649
Value$19.1K
Filed 2026-11-05
Wolverine Asset Management LLC
DECREASED
Shares3,600 from 153,010
Change-149,410 (-98%)
Value$18.9K (-$847.2K)
Filed 2026-11-02
Hilltop National Bank
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$14.4K (-$1.2K)
Filed 2026-10-14
American Capital Advisory, LLC
UNCHANGED
Shares2,295 from 2,295
Change0 (0%)
Value$12.0K (-$964)
Filed 2026-10-28
IFP Advisors, Inc
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$8.8K (-$701)
Filed 2026-10-16
Gen-Wealth Partners Inc
DECREASED
Shares1,500 from 1,900
Change-400 (-21%)
Value$7.9K (-$2.9K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$5.9K (-$472)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$5.2K (-$420)
Filed 2026-10-30
MB, Levis & Associates, LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$3.9K (-$313)
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$3.4K (-$272)
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$2.6K (-$210)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$524 (-$42)
Filed 2026-11-02
Imc-Chicago, LLC
CLOSED
Shares0 from 183,328
Change-183,328 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Brighton Jones LLC
CLOSED
Shares0 from 72,704
Change-72,704 (-100%)
Value$0 (-$411.5K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 34,139
Change-34,139 (-100%)
Value$0 (-$192.2K)
Filed 2026-11-02
Benchmark Financial Wealth Advisors, LLC
CLOSED
Shares0 from 15,968
Change-15,968 (-100%)
Value$0 (-$90.4K)
Filed 2026-10-20
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 13,857
Change-13,857 (-100%)
Value$0 (-$78.4K)
Filed 2026-11-03
Meridian Wealth Management, LLC
CLOSED
Shares0 from 10,527
Change-10,527 (-100%)
Value$0 (-$59.6K)
Filed 2026-11-05
Pinnacle Associates LTD
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$56.6K)
Filed 2026-10-20
Private Trust Co NA
CLOSED
Shares0 from 8,400
Change-8,400 (-100%)
Value$0 (-$47.5K)
Filed 2026-10-20
Wellington Shields & Co., LLC
CLOSED
Shares0 from 5,428
Change-5,428 (-100%)
Value$0 (-$30.7K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 3,028
Change-3,028 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 3,014
Change-3,014 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-09
Blue Trust, Inc.
CLOSED
Shares0 from 411
Change-411 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-15
Larson Financial Group LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$453)
Filed 2026-11-05
Rivernorth Capital Management, LLC
N/A
Shares— from 6,609,367
Change-6,609,367 (-100%)
Value—
Ursa Fund Management, LLC
N/A
Shares— from 5,555,196
Change-5,555,196 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,296,092
Change-4,296,092 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,598,911
Change-2,598,911 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,973,929
Change-1,973,929 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,133,650
Change-1,133,650 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 925,844
Change-925,844 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 894,767
Change-894,767 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 800,000
Change-800,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 738,887
Change-738,887 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 717,391
Change-717,391 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 669,071
Change-669,071 (-100%)
Value—
Quarry LP
N/A
Shares— from 624,167
Change-624,167 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 605,199
Change-605,199 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 575,391
Change-575,391 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 458,173
Change-458,173 (-100%)
Value—
UBS Group AG
N/A
Shares— from 424,085
Change-424,085 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 364,375
Change-364,375 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 359,456
Change-359,456 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 320,400
Change-320,400 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 313,820
Change-313,820 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 266,840
Change-266,840 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 262,828
Change-262,828 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 240,371
Change-240,371 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 214,277
Change-214,277 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 179,964
Change-179,964 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 169,700
Change-169,700 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 161,081
Change-161,081 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 148,431
Change-148,431 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 147,116
Change-147,116 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 139,214
Change-139,214 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 128,364
Change-128,364 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 114,003
Change-114,003 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 108,264
Change-108,264 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 106,243
Change-106,243 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 102,298
Change-102,298 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 94,918
Change-94,918 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 92,634
Change-92,634 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 90,472
Change-90,472 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 86,500
Change-86,500 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 86,084
Change-86,084 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 77,124
Change-77,124 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 75,103
Change-75,103 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 73,900
Change-73,900 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 71,102
Change-71,102 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 66,248
Change-66,248 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 65,075
Change-65,075 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 64,901
Change-64,901 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 63,364
Change-63,364 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 49,431
Change-49,431 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 49,331
Change-49,331 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 47,814
Change-47,814 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 44,610
Change-44,610 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 39,468
Change-39,468 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 38,958
Change-38,958 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 38,953
Change-38,953 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 38,152
Change-38,152 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 38,001
Change-38,001 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 36,868
Change-36,868 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 35,877
Change-35,877 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,033
Change-35,033 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 34,642
Change-34,642 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 34,435
Change-34,435 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 33,879
Change-33,879 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 32,552
Change-32,552 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 32,152
Change-32,152 (-100%)
Value—
&partners
N/A
Shares— from 31,801
Change-31,801 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 28,598
Change-28,598 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 25,713
Change-25,713 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 25,638
Change-25,638 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 25,577
Change-25,577 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 24,548
Change-24,548 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 22,850
Change-22,850 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 21,410
Change-21,410 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 20,536
Change-20,536 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 20,521
Change-20,521 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 20,323
Change-20,323 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Motco
N/A
Shares— from 19,910
Change-19,910 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 19,142
Change-19,142 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,987
Change-18,987 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 18,969
Change-18,969 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 17,707
Change-17,707 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 17,086
Change-17,086 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 17,020
Change-17,020 (-100%)
Value—
Stephens Inc
N/A
Shares— from 16,873
Change-16,873 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 16,565
Change-16,565 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 16,347
Change-16,347 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,043
Change-16,043 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,998
Change-15,998 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 15,210
Change-15,210 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 13,369
Change-13,369 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 13,245
Change-13,245 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 13,195
Change-13,195 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,755
Change-10,755 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,239
Change-10,239 (-100%)
Value—
CSS LLC
N/A
Shares— from 10,232
Change-10,232 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,151
Change-10,151 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 8,113
Change-8,113 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,858
Change-7,858 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 785
Change-785 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 739
Change-739 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 500
Change-500 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED1,546,8491,559,070-12,221-1%$8.8M$8.1M-$718.9K2026-11-02
Absolute Investment Advisers, LLC
INCREASED1,531,2281,508,078+23,150+2%$8.5M$8.0M-$512.1K2026-10-21
Shaker Financial Services, LLC
DECREASED1,518,3572,073,169-554,812-27%$11.7M$8.0M-$3.8M2026-10-14
J.W. Cole Advisors, Inc.
INCREASED1,007,220998,455+8,765+1%$5.7M$5.3M-$373.4K2026-11-05
Independent Financial Group, LLC
INCREASED666,519663,866+2,653+0%$3.8M$3.5M-$264.9K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED645,903593,231+52,672+9%$3.4M$3.4M+$27.0K2026-11-02
Live Oak Private Wealth LLC
UNCHANGED635,255635,25500%$3.6M$3.3M-$266.8K2026-11-02
Philadelphia Trust Co
DECREASED570,409655,219-84,810-13%$3.7M$3.0M-$720.0K2026-11-05
Kestra Advisory Services, LLC
INCREASED529,261498,834+30,427+6%$2.8M$2.8M-$50.1K2026-11-02
Marks Group Wealth Management, Inc
INCREASED305,734227,710+78,024+34%$1.3M$1.6M+$313.2K2026-11-05
Golden State Wealth Management, LLC
INCREASED275,183267,909+7,274+3%$1.5M$1.4M-$74.4K2026-11-02
Creative Planning
DECREASED254,961322,128-67,167-21%$1.8M$1.3M-$487.2K2026-11-02
Wedbush Securities Inc
INCREASED231,506200,329+31,177+16%$1.1M$1.2M+$79.0K2026-10-22
Ascentis Independent Advisors
NEW175,479—+175,479——$919.6K—2026-11-03
Accel Wealth Management
DECREASED169,374323,540-154,166-48%$1.8M$887.5K-$943.7K2026-10-13
Truist Financial Corp
DECREASED154,669199,918-45,249-23%$1.1M$810.5K-$321.1K2026-10-30
TrueMark Investments, LLC
INCREASED154,438145,438+9,000+6%$823.2K$809.3K-$13.9K2026-11-05
PMG Family Office LLC
INCREASED153,518152,047+1,471+1%$860.6K$804.4K-$56.2K2026-10-19
Sowell Financial Services LLC
NEW152,588—+152,588——$799.6K—2026-10-23
Dynamic Advisor Solutions LLC
DECREASED136,056137,419-1,363-1%$777.8K$712.9K-$64.9K2026-10-13
Valley Brook Capital Group, Inc.
DECREASED122,586133,336-10,750-8%$754.7K$642.3K-$112.3K2026-10-26
Thrivent Financial for Lutherans
NEW116,564—+116,564——$611.0K—2026-11-05
Advisory Advocates, LLC
INCREASED104,678102,128+2,550+3%$578.0K$548.5K-$29.5K2026-11-05
Oppenheimer & Co Inc
INCREASED93,85889,499+4,359+5%$506.6K$491.8K-$14.7K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED88,76978,865+9,904+13%$444.8K$461.6K+$16.8K2026-10-13
Flynn Zito Capital Management, LLC
DECREASED87,02789,759-2,732-3%$508.0K$456.0K-$52.0K2026-11-04
Procyon Advisors, LLC
NEW82,466—+82,466——$432.1K—2026-10-21
HCR Wealth Advisors
UNCHANGED75,35375,35300%$426.5K$394.8K-$31.6K2026-10-15
Integrity Advisory Solutions, LLC
INCREASED68,20948,933+19,276+39%$277.0K$357.4K+$80.5K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED67,68267,68200%$383.1K$354.7K-$28.4K2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED67,32171,321-4,000-6%$403.7K$352.8K-$50.9K2026-10-23
Calamos Advisors LLC
NEW62,288—+62,288——$326.4K—2026-11-02
Kingstone Capital Partners Texas, LLC
INCREASED56,56653,922+2,644+5%$305.2K$296.4K-$8.8K2026-11-03
Midwest Trust Co
UNCHANGED52,81052,81000%$298.9K$276.7K-$22.2K2026-10-22
Plancorp, LLC
UNCHANGED47,89847,89800%$271.6K$248.6K-$23.0K2026-11-03
Arista Wealth Management, LLC
UNCHANGED47,12847,12800%$266.7K$247.0K-$19.8K2026-10-29
Shulman DeMeo Asset Management LLC
DECREASED44,48544,634-1490%$252.6K$230.4K-$22.2K2026-10-09
Graves Light Lenhart Wealth, Inc.
UNCHANGED41,22441,22400%$233.3K$216.0K-$17.3K2026-10-09
Abel Hall, LLC
INCREASED40,00020,000+20,000+100%$113.2K$209.6K+$96.4K2026-10-19
Mission Wealth Management, LP
DECREASED37,57441,816-4,242-10%$236.7K$196.9K-$39.8K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED35,60325,499+10,104+40%$144.3K$186.6K+$42.2K2026-10-08
Coquina Private Wealth LLC
DECREASED34,18738,876-4,689-12%$220.0K$179.1K-$40.9K2026-10-27
Old Mission Investment Co LLC
UNCHANGED31,13131,13100%$176.2K$163.1K-$13.1K2026-10-22
StoneX Group Inc.
NEW29,165—+29,165——$152.8K—2026-11-03
Brookstone Capital Management
DECREASED28,33234,267-5,935-17%$194.0K$148.5K-$45.5K2026-10-22
Park Avenue Securities LLC
UNCHANGED28,11628,11600%$159.0K$147.0K-$12.0K2026-10-26
Pekin Hardy Strauss, Inc.
UNCHANGED27,75027,75000%$157.1K$145.4K-$11.7K2026-11-02
Concurrent Investment Advisors, LLC
NEW27,444—+27,444——$143.8K—2026-10-16
Kestra Private Wealth Services, LLC
DECREASED25,85126,200-349-1%$148.3K$135.5K-$12.8K2026-10-30
Compound Planning, Inc.
INCREASED25,39025,337+53+0%$143.4K$133.0K-$10.4K2026-11-05
HUB Investment Partners, LLC
INCREASED24,93915,203+9,736+64%$86.0K$130.7K+$44.6K2026-11-03
Quad-Cities Investment Group, LLC
INCREASED24,07123,646+425+2%$133.8K$126.1K-$7.7K2026-10-16
Insight Advisors, LLC/ PA
UNCHANGED21,84221,84200%$123.6K$114.5K-$9.2K2026-10-22
Capital Square, LLC
UNCHANGED20,62220,62200%$116.3K$108.1K-$8.2K2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED19,00019,00000%$107.5K$99.6K-$8.0K2026-10-13
Eagle Wealth Strategies LLC
UNCHANGED18,62418,62400%$105.4K$97.6K-$7.8K2026-10-20
SYM Financial Corp
INCREASED18,37917,890+489+3%$101.3K$96.3K-$5.0K2026-10-26
Montz Harcus Wealth Management LLC
INCREASED18,04717,567+480+3%$99.4K$94.6K-$4.9K2026-10-09
Register Financial Advisors LLC
INCREASED17,95817,477+481+3%$98.9K$94.1K-$4.8K2026-10-23
Lanark Financial, Inc.
DECREASED17,88529,181-11,296-39%$165.2K$93.7K-$71.4K2026-10-26
Modera Wealth Management, LLC
UNCHANGED17,20017,20000%$97.4K$90.1K-$7.2K2026-10-28
Midland Wealth Advisors, LLC
DECREASED16,34826,748-10,400-39%$151.4K$85.7K-$65.7K2026-10-26
MGO One Seven LLC
DECREASED15,89016,925-1,035-6%$95.8K$83.3K-$12.5K2026-10-28
Curran Financial Partners, LLC
UNCHANGED15,32515,32500%$86.7K$80.3K-$6.4K2026-11-04
Csenge Advisory Group
INCREASED14,53614,148+388+3%$80.1K$76.2K-$3.9K2026-11-04
Legacy Wealth Management, LLC / MS
DECREASED14,04532,223-18,178-56%$182.4K$73.6K-$108.8K2026-10-30
Sagespring Wealth Partners, LLC
INCREASED13,95113,852+99+1%$78.4K$73.1K-$5.3K2026-10-22
MTM Investment Management, LLC
UNCHANGED13,53013,53000%$76.6K$70.9K-$5.7K2026-10-30
Choreo, LLC
NEW12,951—+12,951——$67.9K—2026-10-28
RFG - Bristol Wealth Advisors, LLC
INCREASED12,52312,456+67+1%$70.5K$65.6K-$4.9K2026-10-09
Tactive Advisors, LLC
DECREASED12,40912,976-567-4%$73.4K$65.0K-$8.4K2026-10-08
Morton Capital Management LLC
INCREASED12,12312,118+5+0%$68.6K$63.5K-$5.1K2026-10-23
New England Private Wealth Advisors LLC
UNCHANGED11,44611,44600%$63.9K$60.0K-$3.9K2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED11,35411,35400%$64.3K$59.5K-$4.8K2026-11-03
Summit Wealth Group LLC / Co
UNCHANGED11,34811,34800%$64.2K$59.5K-$4.8K2026-10-29
Triton Wealth Management, Pllc
NEW11,180—+11,180——$59.4K—2026-11-04
OpenArc Corporate Advisory, LLC
UNCHANGED10,77010,77000%$61.0K$56.4K-$4.5K2026-10-21
Garrett Wealth Advisory Group, LLC
UNCHANGED10,67010,67000%$60.4K$55.9K-$4.5K2026-10-22
Cascade Investment Group, Inc.
UNCHANGED10,64910,64900%$60.3K$55.8K-$4.5K2026-10-13
Novem Group
UNCHANGED10,48910,48900%$59.4K$55.0K-$4.4K2026-10-19
Valeo Financial Advisors, LLC
NEW10,041—+10,041——$52.6K—2026-10-08
Smart Wealth LLC
UNCHANGED10,04110,04100%$56.8K$52.6K-$4.2K2026-11-04
Elevation Point Wealth Partners, LLC
UNCHANGED10,00010,00000%$56.6K$52.4K-$4.2K2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED9,1509,15000%$51.5K$47.6K-$3.9K2026-10-16
Cassaday & Co Wealth Management LLC
NEW7,597—+7,597——$39.8K—2026-10-27
Kentucky Trust Co
UNCHANGED7,4007,40000%$41.9K$38.8K-$3.1K2026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED6,7806,78000%$38.4K$35.5K-$2.8K2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED5,3445,34400%$30.2K$28.0K-$2.2K2026-10-15
CoreCap Advisors, LLC
UNCHANGED4,9334,93300%$27.9K$25.8K-$2.1K2026-10-08
Compass Financial Management LLC
NEW4,000—+4,000——$21.0K—2026-10-30
Rossby Financial, LCC
NEW3,649—+3,649——$19.1K—2026-11-05
Wolverine Asset Management LLC
DECREASED3,600153,010-149,410-98%$866.0K$18.9K-$847.2K2026-11-02
Hilltop National Bank
UNCHANGED2,7502,75000%$15.6K$14.4K-$1.2K2026-10-14
American Capital Advisory, LLC
UNCHANGED2,2952,29500%$13.0K$12.0K-$9642026-10-28
IFP Advisors, Inc
UNCHANGED1,6701,67000%$9.5K$8.8K-$7012026-10-16
Gen-Wealth Partners Inc
DECREASED1,5001,900-400-21%$10.8K$7.9K-$2.9K2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED1,1251,12500%$6.4K$5.9K-$4722026-10-30
Spire Wealth Management
UNCHANGED1,0001,00000%$5.7K$5.2K-$4202026-10-30
MB, Levis & Associates, LLC
UNCHANGED74574500%$4.2K$3.9K-$3132026-10-16
Assetmark, Inc
UNCHANGED64864800%$3.7K$3.4K-$2722026-10-21
Highline Wealth Partners LLC
UNCHANGED50050000%$2.8K$2.6K-$2102026-10-19
Key FInancial Inc
UNCHANGED10010000%$566$524-$422026-11-02
Imc-Chicago, LLC
CLOSED0183,328-183,328-100%$1.0M$0-$1.0M2026-11-05
Brighton Jones LLC
CLOSED072,704-72,704-100%$411.5K$0-$411.5K2026-11-03
International Assets Investment Management, LLC
CLOSED034,139-34,139-100%$192.2K$0-$192.2K2026-11-02
Benchmark Financial Wealth Advisors, LLC
CLOSED015,968-15,968-100%$90.4K$0-$90.4K2026-10-20
Wellington Shields Capital Management, LLC
CLOSED013,857-13,857-100%$78.4K$0-$78.4K2026-11-03
Meridian Wealth Management, LLC
CLOSED010,527-10,527-100%$59.6K$0-$59.6K2026-11-05
Pinnacle Associates LTD
CLOSED010,000-10,000-100%$56.6K$0-$56.6K2026-10-20
Private Trust Co NA
CLOSED08,400-8,400-100%$47.5K$0-$47.5K2026-10-20
Wellington Shields & Co., LLC
CLOSED05,428-5,428-100%$30.7K$0-$30.7K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED03,028-3,028-100%$17.1K$0-$17.1K2026-10-26
Armstrong Advisory Group, Inc
CLOSED03,014-3,014-100%$17.1K$0-$17.1K2026-10-09
Blue Trust, Inc.
CLOSED0411-411-100%$2.3K$0-$2.3K2026-10-15
Larson Financial Group LLC
CLOSED080-80-100%$453$0-$4532026-11-05
Rivernorth Capital Management, LLC
N/A—6,609,367-6,609,367-100%$37.4M———
Ursa Fund Management, LLC
N/A—5,555,196-5,555,196-100%$31.4M———
LPL Financial LLC
N/A—4,296,092-4,296,092-100%$24.3M———
Morgan Stanley
N/A—2,598,911-2,598,911-100%$14.7M———
Karpus Management, Inc.
N/A—1,973,929-1,973,929-100%$11.2M———
Cohen & Steers, Inc.
N/A—1,133,650-1,133,650-100%$6.4M———
Gamco Investors, Inc. ET AL
N/A—925,844-925,844-100%$5.2M———
Bank of America Corp
N/A—894,767-894,767-100%$5.1M———
1607 Capital Partners, LLC
N/A—800,000-800,000-100%$4.5M———
Cetera Investment Advisers
N/A—738,887-738,887-100%$4.2M———
Raymond James Financial Inc
N/A—717,391-717,391-100%$4.1M———
SIT Investment Associates Inc
N/A—669,071-669,071-100%$3.8M———
Quarry LP
N/A—624,167-624,167-100%$3.5M———
Wells Fargo & Company
N/A—605,199-605,199-100%$3.4M———
Royal Bank of Canada
N/A—575,391-575,391-100%$3.3M———
Scotia Capital Inc.
N/A—458,173-458,173-100%$2.6M———
UBS Group AG
N/A—424,085-424,085-100%$2.4M———
Steward Partners Investment Advisory, LLC
N/A—364,375-364,375-100%$2.1M———
Cerity Partners LLC
N/A—359,456-359,456-100%$2.0M———
Guggenheim Capital LLC
N/A—320,400-320,400-100%$1.8M———
Nomura Holdings Inc
N/A—313,820-313,820-100%$1.8M———
Envestnet Asset Management Inc
N/A—266,840-266,840-100%$1.5M———
Osaic Holdings, Inc.
N/A—262,828-262,828-100%$1.5M———
Private Advisor Group, LLC
N/A—240,371-240,371-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—214,277-214,277-100%$1.2M———
Yakira Capital Management, Inc.
N/A—179,964-179,964-100%$1.0M———
Almitas Capital LLC
N/A—169,700-169,700-100%$960.5K———
Janney Montgomery Scott LLC
N/A—161,081-161,081-100%$912.0K———
Clear Street Group Inc.
N/A—150,000-150,000-100%$849.0K———
Jane Street Group, LLC
N/A—148,431-148,431-100%$840.1K———
Wealthspire Advisors, LLC
N/A—147,116-147,116-100%$832.7K———
Mariner, LLC
N/A—139,214-139,214-100%$788.0K———
MML Investors Services, LLC
N/A—128,364-128,364-100%$726.5K———
Kera Capital Partners, Inc.
N/A—114,003-114,003-100%$645.3K———
PFG Investments, LLC
N/A—108,264-108,264-100%$612.8K———
Hollencrest Capital Management
N/A—106,243-106,243-100%$601.3K———
Stratos Wealth Partners, Ltd.
N/A—102,298-102,298-100%$579.0K———
Captrust Financial Advisors
N/A—94,918-94,918-100%$537.2K———
Advisory Services Network, LLC
N/A—92,634-92,634-100%$524.3K———
HighTower Advisors, LLC
N/A—90,472-90,472-100%$512.1K———
JPMorgan Chase & Co
N/A—86,500-86,500-100%$492.2K———
Leigh Baldwin & Co., LLC
N/A—86,084-86,084-100%$487.2K———
Brown Brothers Harriman & Co
N/A—77,124-77,124-100%$436.5K———
Stifel Financial Corp
N/A—75,103-75,103-100%$425.1K———
Darden Wealth Group Inc
N/A—73,900-73,900-100%$418.3K———
Equitable Holdings, Inc.
N/A—71,102-71,102-100%$402.4K———
Stonebridge Financial Group, LLC
N/A—66,248-66,248-100%$374.0K———
XTX Topco Ltd
N/A—65,075-65,075-100%$368.3K———
Zinnia Wealth Advisory, LLC
N/A—64,901-64,901-100%$367.3K———
Core Wealth Advisors, Inc.
N/A—63,364-63,364-100%$358.6K———
Susquehanna International Group, LLP
N/A—49,431-49,431-100%$279.8K———
Ameriprise Financial Inc
N/A—49,331-49,331-100%$279.2K———
Benjamin Edwards Inc
N/A—47,814-47,814-100%$270.6K———
Dakota Wealth Management
N/A—44,610-44,610-100%$252.5K———
Pinnacle Financial Partners, Inc.
N/A—39,468-39,468-100%$223.4K———
World Investment Advisors
N/A—38,958-38,958-100%$220.5K———
Allworth Financial LP
N/A—38,953-38,953-100%$220.5K———
Kingsview Wealth Management, LLC
N/A—38,152-38,152-100%$215.9K———
AQR Capital Management LLC
N/A—38,001-38,001-100%$215.1K———
Millennium Management LLC
N/A—36,868-36,868-100%$208.7K———
IFG Advisory, LLC
N/A—35,877-35,877-100%$203.1K———
Mercer Global Advisors Inc
N/A—35,033-35,033-100%$198.3K———
Great Valley Advisor Group, Inc.
N/A—34,642-34,642-100%$196.1K———
Kapstone Financial Advisors LLC
N/A—34,435-34,435-100%$194.9K———
Smith, Moore & Co.
N/A—33,879-33,879-100%$191.8K———
Marex Group Ltd
N/A—32,552-32,552-100%$184.2K———
Symphony Financial Services, Inc.
N/A—32,152-32,152-100%$182.0K———
&partners
N/A—31,801-31,801-100%$180.0K———
NorthRock Partners, LLC
N/A—28,598-28,598-100%$161.9K———
EP Wealth Advisors, LLC
N/A—25,713-25,713-100%$145.5K———
Mendel Capital Management LLC
N/A—25,638-25,638-100%$145.1K———
PNC Financial Services Group, Inc.
N/A—25,577-25,577-100%$144.8K———
Savvy Advisors, Inc.
N/A—24,548-24,548-100%$138.9K———
Per Stirling Capital Management, Llc.
N/A—22,850-22,850-100%$129.3K———
Hilltop Holdings Inc.
N/A—21,410-21,410-100%$121.2K———
Fifth Third Bancorp
N/A—20,536-20,536-100%$116.2K———
Northstar Group, Inc.
N/A—20,521-20,521-100%$116.1K———
Chancellor Financial Group WB LP
N/A—20,323-20,323-100%$115.0K———
Fisher Asset Management, LLC
N/A—20,000-20,000-100%$113.2K———
Motco
N/A—19,910-19,910-100%$112.7K———
Nicolet Bankshares Inc
N/A—19,142-19,142-100%$108.3K———
Beacon Pointe Advisors, LLC
N/A—18,987-18,987-100%$107.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—18,969-18,969-100%$107.4K———
Savant Capital, LLC
N/A—17,707-17,707-100%$100.6K———
Alpine Global Management, LLC
N/A—17,086-17,086-100%$96.7K———
Glenmede Trust Co NA
N/A—17,020-17,020-100%$96.3K———
Stephens Inc
N/A—16,873-16,873-100%$95.5K———
Baird Financial Group, Inc.
N/A—16,565-16,565-100%$93.8K———
Johnson Investment Counsel Inc
N/A—16,404-16,404-100%$92.8K———
LRI Investments, LLC
N/A—16,347-16,347-100%$92.5K———
BFC Planning, Inc.
N/A—16,043-16,043-100%$90.8K———
HRT Financial LP
N/A—15,998-15,998-100%$90.0K———
Drucker Wealth 3.0, LLC
N/A—15,210-15,210-100%$86.1K———
Kiley Juergens Wealth Management, LLC
N/A—13,369-13,369-100%$75.7K———
Jackson Thornton Wealth Management, LLC
N/A—13,245-13,245-100%$75.0K———
Safeguard Investment Advisory Group, LLC
N/A—13,195-13,195-100%$74.7K———
Schiavi & Co LLC
N/A—12,131-12,131-100%$68.7K———
Focus Partners Wealth
N/A—10,755-10,755-100%$60.9K———
Texas Yale Capital Corp.
N/A—10,500-10,500-100%$59.4K———
Mutual Advisors, LLC
N/A—10,239-10,239-100%$58.0K———
CSS LLC
N/A—10,232-10,232-100%$57.9K———
Sanctuary Advisors, LLC
N/A—10,151-10,151-100%$57.5K———
Vestmark Advisory Solutions, Inc.
N/A—10,000-10,000-100%$56.6K———
Institute for Wealth Management, Llc.
N/A—8,113-8,113-100%$45.9K———
Arax Advisory Partners
N/A—7,900-7,900-100%$44.7K———
Northwestern Mutual Wealth Management Co
N/A—7,858-7,858-100%$44.5K———
Rothschild Investment LLC
N/A—6,000-6,000-100%$34.0K———
Geneos Wealth Management Inc.
N/A—5,100-5,100-100%$28.9K———
Ameriflex Group, Inc.
N/A—3,450-3,450-100%$19.5K———
Quent Capital, LLC
N/A—3,000-3,000-100%$17.0K———
Financial Gravity Companies, Inc.
N/A—2,000-2,000-100%$11.3K———
Glen Eagle Advisors, LLC
N/A—1,906-1,906-100%$10.8K———
Jones Financial Companies Lllp
N/A—1,473-1,473-100%$8.3K———
SOA Wealth Advisors, Llc.
N/A—1,200-1,200-100%$6.8K———
Thomas J. Herzfeld Advisors, Inc.
N/A—1,127-1,127-100%$6.4K———
Community Bank, N.A.
N/A—1,000-1,000-100%$5.7K———
Harbour Investments, Inc.
N/A—785-785-100%$4.4K———
Federation des caisses Desjardins du Quebec
N/A—739-739-100%$4.2K———
SHP Wealth Management
N/A—500-500-100%$2.8K———
Prestige Wealth Management Group LLC
N/A—343-343-100%$1.9K———
Frazier Financial Advisors, LLC
N/A—327-327-100%$1.9K———
Global Retirement Partners, LLC
N/A—70-70-100%$395———
Showing 237 of 237 institutions