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First Eagle GL Equity ETF (FEGE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,386,683 from 2,886,174
Change+500,509 (+17%)
Value$170.0M (+$28.8M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,599,541 from 1,414,173
Change+185,368 (+13%)
Value$81.0M (+$10.7M)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,315,915 from 1,064,859
Change+251,056 (+24%)
Value$66.0M (+$14.0M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares857,343 from 481,367
Change+375,976 (+78%)
Value$43.0M (+$19.5M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares659,152 from 547,036
Change+112,116 (+21%)
Value$33.1M (+$6.3M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares515,946 from 519,149
Change-3,203 (-1%)
Value$26.0M (+$572.7K)
Filed 2026-11-05
LifeGoal Investments, LLC
INCREASED
Shares365,643 from 338,466
Change+27,177 (+8%)
Value$18.4M (+$1.8M)
Filed 2026-10-09
Equitable Trust Co
INCREASED
Shares315,416 from 296,087
Change+19,329 (+7%)
Value$15.8M (+$1.3M)
Filed 2026-10-13
MN Wealth Advisors, LLC
INCREASED
Shares312,619 from 295,720
Change+16,899 (+6%)
Value$15.7M (+$1.2M)
Filed 2026-10-23
NBZ Investment Advisors LLC
DECREASED
Shares255,740 from 261,301
Change-5,561 (-2%)
Value$12.8M (+$52.8K)
Filed 2026-10-30
Hidden Cove Wealth Management, LLC
NEW
Shares248,317
Change+248,317
Value$12.5M
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares244,027 from 179,350
Change+64,677 (+36%)
Value$12.2K (-$8.8M)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares236,309 from 203,293
Change+33,016 (+16%)
Value$11.9M (+$1.9M)
Filed 2026-10-26
Provident Living Financial Services, Inc.
INCREASED
Shares233,741 from 227,144
Change+6,597 (+3%)
Value$12.1M (+$1.0M)
Filed 2026-11-03
Everest Financial Group LLC
INCREASED
Shares194,295 from 111,614
Change+82,681 (+74%)
Value$9.8M (+$4.3M)
Filed 2026-11-06
Frontier Asset Management, LLC
DECREASED
Shares175,883 from 186,874
Change-10,991 (-6%)
Value$8.8M (-$314.3K)
Filed 2026-10-28
Novem Group
INCREASED
Shares168,521 from 167,496
Change+1,025 (+1%)
Value$8.5M (+$264.2K)
Filed 2026-10-19
Allegheny Financial Group
INCREASED
Shares160,199 from 125,647
Change+34,552 (+28%)
Value$8.0M (+$1.9M)
Filed 2026-11-05
Cornerstone Advisory, LLC
DECREASED
Shares157,628 from 159,032
Change-1,404 (-1%)
Value$7.9M (+$131.5K)
Filed 2026-11-06
Compass Ion Advisors, LLC
DECREASED
Shares149,157 from 150,613
Change-1,456 (-1%)
Value$7.5M (+$118.2K)
Filed 2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares139,199 from 120,030
Change+19,169 (+16%)
Value$7.0M (+$1.1M)
Filed 2026-10-27
Focused Alpha, LLC
INCREASED
Shares132,985 from 121,095
Change+11,890 (+10%)
Value$6.7M (+$750.6K)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares128,541 from 122,169
Change+6,372 (+5%)
Value$6.5K (-$6.0M)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares127,522 from 120,983
Change+6,539 (+5%)
Value$6.4M (+$481.8K)
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares123,064 from 133,185
Change-10,121 (-8%)
Value$6.2M (-$338.8K)
Filed 2026-11-04
Financial Partners Group, Inc
INCREASED
Shares111,849 from 14,481
Change+97,368 (+672%)
Value$5.6M (+$4.9M)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares100,330 from 96,324
Change+4,006 (+4%)
Value$5.0M (+$240.6K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares97,138 from 92,661
Change+4,477 (+5%)
Value$4.9M (+$342.4K)
Filed 2026-10-30
Chemistry Wealth Management LLC
INCREASED
Shares95,716 from 71,635
Change+24,081 (+34%)
Value$4.8M (+$1.3M)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares92,265 from 77,589
Change+14,676 (+19%)
Value$4.6M (+$835.1K)
Filed 2026-10-14
New England Private Wealth Advisors LLC
INCREASED
Shares85,133 from 84,310
Change+823 (+1%)
Value$4.3M (+$113.8K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares74,390 from 60,687
Change+13,703 (+23%)
Value$3.7M (+$764.8K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares74,245 from 62,319
Change+11,926 (+19%)
Value$3.8M (+$799.5K)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares72,913 from 65,250
Change+7,663 (+12%)
Value$3.7M (+$467.5K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares65,145 from 51,287
Change+13,858 (+27%)
Value$3.3M (+$760.7K)
Filed 2026-11-05
Advisortrust Partners, LLC
INCREASED
Shares61,810 from 18,500
Change+43,310 (+234%)
Value$3.1M (+$2.2M)
Filed 2026-11-02
Pettinga Financial Advisors LLC
DECREASED
Shares59,727 from 76,223
Change-16,496 (-22%)
Value$3.0M (-$731.1K)
Filed 2026-10-13
BlueChip Wealth Advisors LLC
INCREASED
Shares57,649 from 20,847
Change+36,802 (+177%)
Value$2.9M (+$1.9M)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares57,215 from 49,991
Change+7,224 (+14%)
Value$2.9M (+$426.0K)
Filed 2026-10-22
NavPoint Financial, Inc.
INCREASED
Shares49,305 from 44,490
Change+4,815 (+11%)
Value$2.5M (+$298.2K)
Filed 2026-10-21
ARQ Wealth Advisors, LLC
INCREASED
Shares46,470 from 31,746
Change+14,724 (+46%)
Value$2.3M (+$757.4K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares43,734 from 13,041
Change+30,693 (+235%)
Value$2.2M (+$1.6M)
Filed 2026-11-02
Midwest Financial Group LLC
INCREASED
Shares40,347 from 36,437
Change+3,910 (+11%)
Value$2.0M (+$242.5K)
Filed 2026-10-15
Nautilus Advisors LLC
DECREASED
Shares40,347 from 41,207
Change-860 (-2%)
Value$2.0M (-$24.6K)
Filed 2026-10-07
First Pacific Financial
NEW
Shares35,112
Change+35,112
Value$1.8M
Filed 2026-10-14
Lighthouse Wealth Management Inc.
DECREASED
Shares34,957 from 41,202
Change-6,245 (-15%)
Value$1.8M (-$261.1K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares33,266 from 456
Change+32,810 (+7195%)
Value$1.7M (+$1.6M)
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares32,214 from 30,078
Change+2,136 (+7%)
Value$1.6M (+$145.4K)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares32,065 from 31,575
Change+490 (+2%)
Value$1.6M (+$64.7K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
INCREASED
Shares31,843 from 27,650
Change+4,193 (+15%)
Value$1.6M (+$245.6K)
Filed 2026-10-21
Alchemi Wealth, LLC
INCREASED
Shares31,581 from 31,058
Change+523 (+2%)
Value$1.6M (+$65.7K)
Filed 2026-11-04
Sard Wealth Management Group, LLC
INCREASED
Shares30,685 from 21,017
Change+9,668 (+46%)
Value$1.5M (+$511.9K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED
Shares30,655 from 20,089
Change+10,566 (+53%)
Value$1.5M (+$555.8K)
Filed 2026-10-19
Waterfront Wealth Inc.
INCREASED
Shares30,500 from 25,826
Change+4,674 (+18%)
Value$1.6M (+$314.5K)
Filed 2026-11-03
Sprinkle Financial Consultants LLC
INCREASED
Shares29,671 from 27,266
Change+2,405 (+9%)
Value$1.5M (+$155.3K)
Filed 2026-10-09
Clearstead Advisors, LLC
INCREASED
Shares28,400 from 6,314
Change+22,086 (+350%)
Value$1.4M (+$1.1M)
Filed 2026-11-06
Bensler, LLC
INCREASED
Shares26,997 from 26,859
Change+138 (+1%)
Value$1.4M (+$41.0K)
Filed 2026-11-05
Bill Few Associates, Inc.
INCREASED
Shares25,392 from 24,119
Change+1,273 (+5%)
Value$1.3M (+$94.5K)
Filed 2026-10-09
Bright Financial Advisors, Inc.
INCREASED
Shares23,612 from 13,892
Change+9,720 (+70%)
Value$1.2M (+$505.5K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares23,167 from 25,088
Change-1,921 (-8%)
Value$1.2M (-$64.6K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares22,863 from 26,092
Change-3,229 (-12%)
Value$1.1M (-$128.9K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares22,855 from 19,854
Change+3,001 (+15%)
Value$1.1M (+$175.8K)
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares22,356 from 21,901
Change+455 (+2%)
Value$1.1M (+$50.7K)
Filed 2026-10-08
Key FInancial Inc
INCREASED
Shares21,720 from 4,330
Change+17,390 (+402%)
Value$1.1M (+$878.3K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares21,239 from 23,610
Change-2,371 (-10%)
Value$1.1M (-$89.0K)
Filed 2026-10-23
Intelligent Financial Strategies
INCREASED
Shares21,206 from 20,903
Change+303 (+1%)
Value$1.1M (+$41.8K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares20,273 from 18,162
Change+2,111 (+12%)
Value$1.0M (+$129.0K)
Filed 2026-10-16
Walker Asset Management, LLC
DECREASED
Shares19,403 from 20,903
Change-1,500 (-7%)
Value$973.8K (-$48.7K)
Filed 2026-10-13
KWB Wealth
DECREASED
Shares19,125 from 385,710
Change-366,585 (-95%)
Value$959.9K (-$17.9M)
Filed 2026-10-16
LongView Wealth Management
INCREASED
Shares18,908 from 18,809
Change+99 (+1%)
Value$949.0K (+$28.9K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED
Shares17,712 from 20,202
Change-2,490 (-12%)
Value$889.0K (-$99.3K)
Filed 2026-10-13
Arnhold LLC
UNCHANGED
Shares17,145 from 17,145
Change0 (0%)
Value$860.5K (+$21.8K)
Filed 2026-10-26
Uhlmann Price Securities, LLC
INCREASED
Shares15,497 from 7,157
Change+8,340 (+117%)
Value$777.8K (+$427.6K)
Filed 2026-11-03
Creative Planning
NEW
Shares15,135
Change+15,135
Value$759.6K
Filed 2026-11-02
Ballast Rock Private Wealth LLC
UNCHANGED
Shares15,128 from 15,128
Change0 (0%)
Value$759.3K (+$19.2K)
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares14,463 from 12,859
Change+1,604 (+12%)
Value$725.9K (+$96.8K)
Filed 2026-10-07
Strategic Blueprint, LLC
INCREASED
Shares13,984 from 11,732
Change+2,252 (+19%)
Value$701.9K (+$127.9K)
Filed 2026-10-22
Purkiss Capital Advisors LLC
INCREASED
Shares12,960 from 11,110
Change+1,850 (+17%)
Value$650.5K (+$107.0K)
Filed 2026-11-06
Stegent Equity Advisors, Inc.
DECREASED
Shares12,917 from 13,199
Change-282 (-2%)
Value$648.3K (+$2.6K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED
Shares11,671 from 11,127
Change+544 (+5%)
Value$585.8K (+$41.4K)
Filed 2026-10-21
Professional Financial Advisors, LLC
INCREASED
Shares11,341 from 9,388
Change+1,953 (+21%)
Value$569.2K (+$109.9K)
Filed 2026-10-13
Auxano Advisors, LLC
NEW
Shares10,950
Change+10,950
Value$549.6K
Filed 2026-11-06
Certior Financial Group, LLC
INCREASED
Shares10,363 from 10,048
Change+315 (+3%)
Value$520.1K (+$28.6K)
Filed 2026-10-19
AdvisorNet Financial, Inc
DECREASED
Shares10,220 from 10,670
Change-450 (-4%)
Value$523.8K (+$1.8K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares9,988 from 9,988
Change0 (0%)
Value$488.6K ($0)
Filed 2026-10-26
Boyum Wealth Architects LLC
DECREASED
Shares9,808 from 12,878
Change-3,070 (-24%)
Value$492.2K (-$147.5K)
Filed 2026-10-06
CLG LLC
DECREASED
Shares9,635 from 57,755
Change-48,120 (-83%)
Value$483.6K (-$2.3M)
Filed 2026-10-13
Forteris Wealth Management Inc.
INCREASED
Shares8,770 from 7,360
Change+1,410 (+19%)
Value$440.2K (+$80.1K)
Filed 2026-10-13
Entrewealth, LLC
UNCHANGED
Shares8,706 from 8,706
Change0 (0%)
Value$437.0K (-$16.9K)
Filed 2026-10-14
Austin Wealth Management, LLC
DECREASED
Shares8,625 from 8,692
Change-67 (-1%)
Value$436.9K (+$5.6K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares8,335 from 9,360
Change-1,025 (-11%)
Value$418.3K (-$39.6K)
Filed 2026-10-23
Claro Advisors Inc.
NEW
Shares8,325
Change+8,325
Value$417.8K
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares8,233 from 6,072
Change+2,161 (+36%)
Value$413.2K (+$116.2K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares8,201 from 7,878
Change+323 (+4%)
Value$411.6K (+$26.2K)
Filed 2026-11-06
Dean, Jacobson Financial Services, LLC
NEW
Shares7,785
Change+7,785
Value$390.7K
Filed 2026-10-29
Mascagni Wealth Management, Inc.
DECREASED
Shares7,779 from 7,931
Change-152 (-2%)
Value$390.4K (+$2.4K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares7,284 from 182
Change+7,102 (+3902%)
Value$365.6K (+$356.7K)
Filed 2026-11-05
Lakeside Advisors, Inc.
NEW
Shares6,330
Change+6,330
Value$317.7K
Filed 2026-10-20
Gradient Capital Advisors, LLC
DECREASED
Shares6,274 from 6,829
Change-555 (-8%)
Value$314.9K (-$19.2K)
Filed 2026-10-21
Presilium Private Wealth, LLC
DECREASED
Shares5,444 from 9,408
Change-3,964 (-42%)
Value$273.2K (-$187.0K)
Filed 2026-10-26
Bank of New York Mellon Corp
NEW
Shares5,009
Change+5,009
Value$251.4K
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares4,356 from 4,029
Change+327 (+8%)
Value$218.6K (+$21.5K)
Filed 2026-10-20
StrongBox Wealth, LLC
DECREASED
Shares4,169 from 37,633
Change-33,464 (-89%)
Value$209.2K (-$1.6M)
Filed 2026-11-02
Todd Wealth Management, LLC
NEW
Shares4,130
Change+4,130
Value$207.3K
Filed 2026-10-19
Tortuga Wealth Management, Inc
NEW
Shares4,000
Change+4,000
Value$200.8K
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares3,823 from 3,820
Change+3 (+0%)
Value$191.9K (+$5.0K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares3,331 from 2,794
Change+537 (+19%)
Value$163.0K (+$26.3K)
Filed 2026-11-06
WPG Advisers, LLC
INCREASED
Shares3,192 from 2,911
Change+281 (+10%)
Value$160.2K (+$17.8K)
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$130.5K (+$3.3K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$110.4K (+$2.8K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
INCREASED
Shares1,746 from 1,741
Change+5 (+0%)
Value$87.6K (+$2.5K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$83.1K (+$2.1K)
Filed 2026-10-13
Adkins Seale Capital Management LLC
INCREASED
Shares1,553 from 300
Change+1,253 (+418%)
Value$77.9K (+$63.3K)
Filed 2026-10-27
Legacies Wealth LLC
UNCHANGED
Shares1,129 from 1,129
Change0 (0%)
Value$56.7K (+$1.4K)
Filed 2026-11-02
Country Trust Bank
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$26.4K (+$667)
Filed 2026-10-30
PNC Financial Services Group, Inc.
NEW
Shares400
Change+400
Value$20.1K
Filed 2026-11-06
Rossby Financial, LCC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$16.2K (+$410)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$15.4K (+$390)
Filed 2026-11-02
Golden State Wealth Management, LLC
NEW
Shares100
Change+100
Value$5.0K
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares20 from 690
Change-670 (-97%)
Value$1.0K (-$32.8K)
Filed 2026-10-14
Legacy CG, LLC
CLOSED
Shares0 from 307,601
Change-307,601 (-100%)
Value$0 (-$15.0M)
Filed 2026-10-30
Jefferies Financial Group Inc.
CLOSED
Shares0 from 230,000
Change-230,000 (-100%)
Value$0 (-$11.3M)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 50,415
Change-50,415 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 723
Change-723 (-100%)
Value$0 (-$35.9K)
Filed 2026-10-16
IFG Advisory, LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-09
Raymond James Financial Inc
N/A
Shares— from 2,803,120
Change-2,803,120 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,997,737
Change-1,997,737 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,850,031
Change-1,850,031 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,598,249
Change-1,598,249 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,344,106
Change-1,344,106 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,126,205
Change-1,126,205 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 801,773
Change-801,773 (-100%)
Value—
&partners
N/A
Shares— from 686,176
Change-686,176 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 648,875
Change-648,875 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 550,963
Change-550,963 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 545,895
Change-545,895 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 477,206
Change-477,206 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 286,191
Change-286,191 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 276,372
Change-276,372 (-100%)
Value—
UBS Group AG
N/A
Shares— from 275,760
Change-275,760 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 234,762
Change-234,762 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 227,421
Change-227,421 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 213,310
Change-213,310 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 200,723
Change-200,723 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 147,478
Change-147,478 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 140,236
Change-140,236 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 134,894
Change-134,894 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 129,699
Change-129,699 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 105,682
Change-105,682 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 94,802
Change-94,802 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 94,623
Change-94,623 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 88,533
Change-88,533 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 86,736
Change-86,736 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 79,783
Change-79,783 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 76,739
Change-76,739 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 67,813
Change-67,813 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 65,727
Change-65,727 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 64,935
Change-64,935 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 61,740
Change-61,740 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 53,279
Change-53,279 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52,822
Change-52,822 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 49,052
Change-49,052 (-100%)
Value—
Stephens Inc
N/A
Shares— from 48,411
Change-48,411 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 45,953
Change-45,953 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 40,539
Change-40,539 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,658
Change-38,658 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 34,630
Change-34,630 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 32,032
Change-32,032 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 31,566
Change-31,566 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 31,047
Change-31,047 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 29,310
Change-29,310 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 25,647
Change-25,647 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,585
Change-25,585 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,234
Change-20,234 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 19,055
Change-19,055 (-100%)
Value—
X Advisors, LLC
N/A
Shares— from 18,959
Change-18,959 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,381
Change-16,381 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,603
Change-15,603 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,742
Change-14,742 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,210
Change-14,210 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 14,201
Change-14,201 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 13,772
Change-13,772 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 13,320
Change-13,320 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,167
Change-12,167 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 11,867
Change-11,867 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 11,729
Change-11,729 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,527
Change-11,527 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 11,291
Change-11,291 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 9,605
Change-9,605 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 8,802
Change-8,802 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,773
Change-8,773 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 8,387
Change-8,387 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,605
Change-7,605 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,268
Change-7,268 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,611
Change-4,611 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 838
Change-838 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,386,6832,886,174+500,509+17%$141.2M$170.0M+$28.8M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED1,599,5411,414,173+185,368+13%$70.3M$81.0M+$10.7M2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED1,315,9151,064,859+251,056+24%$52.1M$66.0M+$14.0M2026-11-05
D.A. Davidson & Co.
INCREASED857,343481,367+375,976+78%$23.5M$43.0M+$19.5M2026-10-28
Commonwealth Equity Services, LLC
INCREASED659,152547,036+112,116+21%$26.8M$33.1M+$6.3M2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED515,946519,149-3,203-1%$25.4M$26.0M+$572.7K2026-11-05
LifeGoal Investments, LLC
INCREASED365,643338,466+27,177+8%$16.6M$18.4M+$1.8M2026-10-09
Equitable Trust Co
INCREASED315,416296,087+19,329+7%$14.5M$15.8M+$1.3M2026-10-13
MN Wealth Advisors, LLC
INCREASED312,619295,720+16,899+6%$14.5M$15.7M+$1.2M2026-10-23
NBZ Investment Advisors LLC
DECREASED255,740261,301-5,561-2%$12.8M$12.8M+$52.8K2026-10-30
Hidden Cove Wealth Management, LLC
NEW248,317—+248,317——$12.5M—2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED244,027179,350+64,677+36%$8.8M$12.2K-$8.8M2026-11-02
Oppenheimer & Co Inc
INCREASED236,309203,293+33,016+16%$9.9M$11.9M+$1.9M2026-10-26
Provident Living Financial Services, Inc.
INCREASED233,741227,144+6,597+3%$11.1M$12.1M+$1.0M2026-11-03
Everest Financial Group LLC
INCREASED194,295111,614+82,681+74%$5.5M$9.8M+$4.3M2026-11-06
Frontier Asset Management, LLC
DECREASED175,883186,874-10,991-6%$9.1M$8.8M-$314.3K2026-10-28
Novem Group
INCREASED168,521167,496+1,025+1%$8.2M$8.5M+$264.2K2026-10-19
Allegheny Financial Group
INCREASED160,199125,647+34,552+28%$6.1M$8.0M+$1.9M2026-11-05
Cornerstone Advisory, LLC
DECREASED157,628159,032-1,404-1%$7.8M$7.9M+$131.5K2026-11-06
Compass Ion Advisors, LLC
DECREASED149,157150,613-1,456-1%$7.4M$7.5M+$118.2K2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED139,199120,030+19,169+16%$5.9M$7.0M+$1.1M2026-10-27
Focused Alpha, LLC
INCREASED132,985121,095+11,890+10%$5.9M$6.7M+$750.6K2026-10-20
Wedbush Securities Inc
INCREASED128,541122,169+6,372+5%$6.0M$6.5K-$6.0M2026-10-22
Apollon Wealth Management, LLC
INCREASED127,522120,983+6,539+5%$5.9M$6.4M+$481.8K2026-10-23
Visionary Wealth Advisors
DECREASED123,064133,185-10,121-8%$6.5M$6.2M-$338.8K2026-11-04
Financial Partners Group, Inc
INCREASED111,84914,481+97,368+672%$708.4K$5.6M+$4.9M2026-10-19
Asset One Wealth Management LLC
INCREASED100,33096,324+4,006+4%$4.8M$5.0M+$240.6K2026-11-02
Truist Financial Corp
INCREASED97,13892,661+4,477+5%$4.5M$4.9M+$342.4K2026-10-30
Chemistry Wealth Management LLC
INCREASED95,71671,635+24,081+34%$3.5M$4.8M+$1.3M2026-10-16
Davenport & Co LLC
INCREASED92,26577,589+14,676+19%$3.8M$4.6M+$835.1K2026-10-14
New England Private Wealth Advisors LLC
INCREASED85,13384,310+823+1%$4.2M$4.3M+$113.8K2026-10-19
Nations Financial Group Inc,
INCREASED74,39060,687+13,703+23%$3.0M$3.7M+$764.8K2026-11-05
Prospera Financial Services Inc
INCREASED74,24562,319+11,926+19%$3.0M$3.8M+$799.5K2026-11-04
Focus Financial Network, Inc.
INCREASED72,91365,250+7,663+12%$3.2M$3.7M+$467.5K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED65,14551,287+13,858+27%$2.5M$3.3M+$760.7K2026-11-05
Advisortrust Partners, LLC
INCREASED61,81018,500+43,310+234%$905.0K$3.1M+$2.2M2026-11-02
Pettinga Financial Advisors LLC
DECREASED59,72776,223-16,496-22%$3.7M$3.0M-$731.1K2026-10-13
BlueChip Wealth Advisors LLC
INCREASED57,64920,847+36,802+177%$1.0M$2.9M+$1.9M2026-11-03
Perigon Wealth Management, LLC
INCREASED57,21549,991+7,224+14%$2.4M$2.9M+$426.0K2026-10-22
NavPoint Financial, Inc.
INCREASED49,30544,490+4,815+11%$2.2M$2.5M+$298.2K2026-10-21
ARQ Wealth Advisors, LLC
INCREASED46,47031,746+14,724+46%$1.6M$2.3M+$757.4K2026-10-29
Kestra Advisory Services, LLC
INCREASED43,73413,041+30,693+235%$638.0K$2.2M+$1.6M2026-11-02
Midwest Financial Group LLC
INCREASED40,34736,437+3,910+11%$1.8M$2.0M+$242.5K2026-10-15
Nautilus Advisors LLC
DECREASED40,34741,207-860-2%$2.0M$2.0M-$24.6K2026-10-07
First Pacific Financial
NEW35,112—+35,112——$1.8M—2026-10-14
Lighthouse Wealth Management Inc.
DECREASED34,95741,202-6,245-15%$2.0M$1.8M-$261.1K2026-10-13
IFP Advisors, Inc
INCREASED33,266456+32,810+7195%$22.3K$1.7M+$1.6M2026-10-16
Valmark Advisers, Inc.
INCREASED32,21430,078+2,136+7%$1.5M$1.6M+$145.4K2026-11-06
Spire Wealth Management
INCREASED32,06531,575+490+2%$1.5M$1.6M+$64.7K2026-10-30
SeaCrest Wealth Management, LLC
INCREASED31,84327,650+4,193+15%$1.4M$1.6M+$245.6K2026-10-21
Alchemi Wealth, LLC
INCREASED31,58131,058+523+2%$1.5M$1.6M+$65.7K2026-11-04
Sard Wealth Management Group, LLC
INCREASED30,68521,017+9,668+46%$1.0M$1.5M+$511.9K2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED30,65520,089+10,566+53%$982.8K$1.5M+$555.8K2026-10-19
Waterfront Wealth Inc.
INCREASED30,50025,826+4,674+18%$1.3M$1.6M+$314.5K2026-11-03
Sprinkle Financial Consultants LLC
INCREASED29,67127,266+2,405+9%$1.3M$1.5M+$155.3K2026-10-09
Clearstead Advisors, LLC
INCREASED28,4006,314+22,086+350%$308.9K$1.4M+$1.1M2026-11-06
Bensler, LLC
INCREASED26,99726,859+138+1%$1.3M$1.4M+$41.0K2026-11-05
Bill Few Associates, Inc.
INCREASED25,39224,119+1,273+5%$1.2M$1.3M+$94.5K2026-10-09
Bright Financial Advisors, Inc.
INCREASED23,61213,892+9,720+70%$679.6K$1.2M+$505.5K2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED23,16725,088-1,921-8%$1.2M$1.2M-$64.6K2026-10-16
Independent Financial Group, LLC
DECREASED22,86326,092-3,229-12%$1.3M$1.1M-$128.9K2026-10-13
Atria Investments, Inc
INCREASED22,85519,854+3,001+15%$971.3K$1.1M+$175.8K2026-10-15
Titleist Asset Management, LLC
INCREASED22,35621,901+455+2%$1.1M$1.1M+$50.7K2026-10-08
Key FInancial Inc
INCREASED21,7204,330+17,390+402%$211.8K$1.1M+$878.3K2026-11-02
Sigma Planning Corp
DECREASED21,23923,610-2,371-10%$1.2M$1.1M-$89.0K2026-10-23
Intelligent Financial Strategies
INCREASED21,20620,903+303+1%$1.0M$1.1M+$41.8K2026-10-16
Beacon Financial Advisory LLC
INCREASED20,27318,162+2,111+12%$888.5K$1.0M+$129.0K2026-10-16
Walker Asset Management, LLC
DECREASED19,40320,903-1,500-7%$1.0M$973.8K-$48.7K2026-10-13
KWB Wealth
DECREASED19,125385,710-366,585-95%$18.9M$959.9K-$17.9M2026-10-16
LongView Wealth Management
INCREASED18,90818,809+99+1%$920.1K$949.0K+$28.9K2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED17,71220,202-2,490-12%$988.3K$889.0K-$99.3K2026-10-13
Arnhold LLC
UNCHANGED17,14517,14500%$838.7K$860.5K+$21.8K2026-10-26
Uhlmann Price Securities, LLC
INCREASED15,4977,157+8,340+117%$350.1K$777.8K+$427.6K2026-11-03
Creative Planning
NEW15,135—+15,135——$759.6K—2026-11-02
Ballast Rock Private Wealth LLC
UNCHANGED15,12815,12800%$740.1K$759.3K+$19.2K2026-10-26
MJT & Associates Financial Advisory Group, Inc.
INCREASED14,46312,859+1,604+12%$629.1K$725.9K+$96.8K2026-10-07
Strategic Blueprint, LLC
INCREASED13,98411,732+2,252+19%$573.9K$701.9K+$127.9K2026-10-22
Purkiss Capital Advisors LLC
INCREASED12,96011,110+1,850+17%$543.5K$650.5K+$107.0K2026-11-06
Stegent Equity Advisors, Inc.
DECREASED12,91713,199-282-2%$645.7K$648.3K+$2.6K2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED11,67111,127+544+5%$544.3K$585.8K+$41.4K2026-10-21
Professional Financial Advisors, LLC
INCREASED11,3419,388+1,953+21%$459.3K$569.2K+$109.9K2026-10-13
Auxano Advisors, LLC
NEW10,950—+10,950——$549.6K—2026-11-06
Certior Financial Group, LLC
INCREASED10,36310,048+315+3%$491.5K$520.1K+$28.6K2026-10-19
AdvisorNet Financial, Inc
DECREASED10,22010,670-450-4%$522.0K$523.8K+$1.8K2026-10-15
PKS Advisory Services, LLC
UNCHANGED9,9889,98800%$488.6K$488.6K$02026-10-26
Boyum Wealth Architects LLC
DECREASED9,80812,878-3,070-24%$639.7K$492.2K-$147.5K2026-10-06
CLG LLC
DECREASED9,63557,755-48,120-83%$2.8M$483.6K-$2.3M2026-10-13
Forteris Wealth Management Inc.
INCREASED8,7707,360+1,410+19%$360.1K$440.2K+$80.1K2026-10-13
Entrewealth, LLC
UNCHANGED8,7068,70600%$453.8K$437.0K-$16.9K2026-10-14
Austin Wealth Management, LLC
DECREASED8,6258,692-67-1%$431.3K$436.9K+$5.6K2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED8,3359,360-1,025-11%$457.9K$418.3K-$39.6K2026-10-23
Claro Advisors Inc.
NEW8,325—+8,325——$417.8K—2026-11-02
Merit Financial Group, LLC
INCREASED8,2336,072+2,161+36%$297.1K$413.2K+$116.2K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED8,2017,878+323+4%$385.4K$411.6K+$26.2K2026-11-06
Dean, Jacobson Financial Services, LLC
NEW7,785—+7,785——$390.7K—2026-10-29
Mascagni Wealth Management, Inc.
DECREASED7,7797,931-152-2%$388.0K$390.4K+$2.4K2026-10-23
Fifth Third Bancorp
INCREASED7,284182+7,102+3902%$8.9K$365.6K+$356.7K2026-11-05
Lakeside Advisors, Inc.
NEW6,330—+6,330——$317.7K—2026-10-20
Gradient Capital Advisors, LLC
DECREASED6,2746,829-555-8%$334.1K$314.9K-$19.2K2026-10-21
Presilium Private Wealth, LLC
DECREASED5,4449,408-3,964-42%$460.2K$273.2K-$187.0K2026-10-26
Bank of New York Mellon Corp
NEW5,009—+5,009——$251.4K—2026-11-05
Private Trust Co NA
INCREASED4,3564,029+327+8%$197.1K$218.6K+$21.5K2026-10-20
StrongBox Wealth, LLC
DECREASED4,16937,633-33,464-89%$1.8M$209.2K-$1.6M2026-11-02
Todd Wealth Management, LLC
NEW4,130—+4,130——$207.3K—2026-10-19
Tortuga Wealth Management, Inc
NEW4,000—+4,000——$200.8K—2026-10-27
Farther Finance Advisors, LLC
INCREASED3,8233,820+3+0%$186.9K$191.9K+$5.0K2026-10-08
Allworth Financial LP
INCREASED3,3312,794+537+19%$136.7K$163.0K+$26.3K2026-11-06
WPG Advisers, LLC
INCREASED3,1922,911+281+10%$142.4K$160.2K+$17.8K2026-10-27
US Bancorp \de\
UNCHANGED2,6002,60000%$127.2K$130.5K+$3.3K2026-11-05
Barrett & Company, Inc.
UNCHANGED2,2002,20000%$107.6K$110.4K+$2.8K2026-10-22
Hilton Head Capital Partners, LLC
INCREASED1,7461,741+5+0%$85.2K$87.6K+$2.5K2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED1,6561,65600%$81.0K$83.1K+$2.1K2026-10-13
Adkins Seale Capital Management LLC
INCREASED1,553300+1,253+418%$14.7K$77.9K+$63.3K2026-10-27
Legacies Wealth LLC
UNCHANGED1,1291,12900%$55.2K$56.7K+$1.4K2026-11-02
Country Trust Bank
UNCHANGED52552500%$25.7K$26.4K+$6672026-10-30
PNC Financial Services Group, Inc.
NEW400—+400——$20.1K—2026-11-06
Rossby Financial, LCC
UNCHANGED32332300%$15.8K$16.2K+$4102026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED30730700%$15.0K$15.4K+$3902026-11-02
Golden State Wealth Management, LLC
NEW100—+100——$5.0K—2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED20690-670-97%$33.8K$1.0K-$32.8K2026-10-14
Legacy CG, LLC
CLOSED0307,601-307,601-100%$15.0M$0-$15.0M2026-10-30
Jefferies Financial Group Inc.
CLOSED0230,000-230,000-100%$11.3M$0-$11.3M2026-11-05
Axxcess Wealth Management, LLC
CLOSED050,415-50,415-100%$2.5M$0-$2.5M2026-10-21
Cornerstone Planning Group LLC
CLOSED0723-723-100%$35.9K$0-$35.9K2026-10-16
IFG Advisory, LLC
CLOSED043-43-100%$2.1K$0-$2.1K2026-11-09
Raymond James Financial Inc
N/A—2,803,120-2,803,120-100%$137.1M———
Bank of America Corp
N/A—1,997,737-1,997,737-100%$97.7M———
Royal Bank of Canada
N/A—1,850,031-1,850,031-100%$90.5M———
Advance Capital Management, Inc.
N/A—1,598,249-1,598,249-100%$78.2M———
Morgan Stanley
N/A—1,344,106-1,344,106-100%$65.8M———
Osaic Holdings, Inc.
N/A—1,126,205-1,126,205-100%$55.1M———
Envestnet Asset Management Inc
N/A—801,773-801,773-100%$39.2M———
&partners
N/A—686,176-686,176-100%$33.7M———
Jones Financial Companies Lllp
N/A—648,875-648,875-100%$31.8M———
Cetera Investment Advisers
N/A—550,963-550,963-100%$27.0M———
Janney Montgomery Scott LLC
N/A—545,895-545,895-100%$26.7M———
JPMorgan Chase & Co
N/A—477,206-477,206-100%$23.4M———
Integrated Wealth Concepts LLC
N/A—286,191-286,191-100%$14.0M———
Cary Street Partners Financial LLC
N/A—276,372-276,372-100%$13.5M———
UBS Group AG
N/A—275,760-275,760-100%$13.5M———
Great Valley Advisor Group, Inc.
N/A—234,762-234,762-100%$11.5M———
Rockefeller Capital Management L.P.
N/A—227,421-227,421-100%$11.1M———
Stifel Financial Corp
N/A—213,310-213,310-100%$10.4M———
Baird Financial Group, Inc.
N/A—200,723-200,723-100%$9.8M———
MML Investors Services, LLC
N/A—147,478-147,478-100%$7.2M———
Focus Partners Wealth
N/A—140,236-140,236-100%$6.9M———
Quantinno Capital Management LP
N/A—134,894-134,894-100%$6.6M———
Western Wealth Management, LLC
N/A—129,699-129,699-100%$6.3M———
Private Advisor Group, LLC
N/A—105,682-105,682-100%$5.2M———
Transcend Capital Advisors, LLC
N/A—94,802-94,802-100%$4.6M———
Benjamin Edwards Inc
N/A—94,623-94,623-100%$4.6M———
Steward Partners Investment Advisory, LLC
N/A—88,533-88,533-100%$4.3M———
BFC Planning, Inc.
N/A—86,736-86,736-100%$4.2M———
Atlas Wealth LLC
N/A—79,783-79,783-100%$3.9M———
Kingsview Wealth Management, LLC
N/A—76,739-76,739-100%$3.8M———
NewEdge Advisors, LLC
N/A—67,813-67,813-100%$3.3M———
Geneos Wealth Management Inc.
N/A—65,727-65,727-100%$3.2M———
Fortress Private Ledger, LLC
N/A—64,935-64,935-100%$3.2M———
Natixis Advisors, LLC
N/A—61,740-61,740-100%$3.0M———
Gateway Wealth Partners, LLC
N/A—53,279-53,279-100%$2.6M———
Global Retirement Partners, LLC
N/A—52,822-52,822-100%$2.6M———
AQR Capital Management LLC
N/A—49,052-49,052-100%$2.4M———
Stephens Inc
N/A—48,411-48,411-100%$2.4M———
Citadel Advisors LLC
N/A—45,953-45,953-100%$2.2M———
Cedrus Wealth Group LLC
N/A—40,539-40,539-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—38,658-38,658-100%$1.9M———
Northwestern Mutual Wealth Management Co
N/A—34,630-34,630-100%$1.7M———
PCG Wealth Advisors, LLC
N/A—32,032-32,032-100%$1.6M———
HighTower Advisors, LLC
N/A—31,566-31,566-100%$1.5M———
Capital Analysts, LLC
N/A—31,047-31,047-100%$1.5M———
Essex Financial Services, Inc.
N/A—29,310-29,310-100%$1.4M———
Arax Advisory Partners
N/A—25,647-25,647-100%$1.3M———
Mariner, LLC
N/A—25,585-25,585-100%$1.3M———
Snowden Capital Advisors LLC
N/A—20,234-20,234-100%$989.8K———
HHM Wealth Advisors, LLC
N/A—19,055-19,055-100%$932.2K———
X Advisors, LLC
N/A—18,959-18,959-100%$950.8K———
Susquehanna International Group, LLP
N/A—16,381-16,381-100%$801.4K———
Sanctuary Advisors, LLC
N/A—15,603-15,603-100%$763.3K———
Jane Street Group, LLC
N/A—14,742-14,742-100%$721.2K———
Ausdal Financial Partners, Inc.
N/A—14,210-14,210-100%$695.2K———
Eldridge Investment Advisors, Inc.
N/A—14,201-14,201-100%$694.7K———
D. E. Shaw & Co., Inc.
N/A—13,772-13,772-100%$673.7K———
Flow Traders U.S. LLC
N/A—13,320-13,320-100%$652.0K———
Calton & Associates, Inc.
N/A—12,345-12,345-100%$603.9K———
Beacon Pointe Advisors, LLC
N/A—12,167-12,167-100%$595.2K———
Demming Financial Services Corp
N/A—11,867-11,867-100%$580.6K———
Sittner & Nelson, LLC
N/A—11,729-11,729-100%$573.8K———
IEQ Capital, LLC
N/A—11,527-11,527-100%$563.9K———
HighPoint Advisor Group LLC
N/A—11,443-11,443-100%$559.8K———
Evergreen Wealth Partners LLC
N/A—11,291-11,291-100%$552.4K———
Thoroughbred Financial Services, LLC
N/A—10,207-10,207-100%$499.0K———
Laraway Financial Advisors Inc
N/A—9,605-9,605-100%$469.9K———
Alexander Labrunerie & Co., Inc.
N/A—8,802-8,802-100%$430.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,773-8,773-100%$429.2K———
WNY Asset Management, LLC
N/A—8,387-8,387-100%$410.3K———
Cerity Partners LLC
N/A—7,605-7,605-100%$372.0K———
Moneta Group Investment Advisors LLC
N/A—7,268-7,268-100%$355.6K———
Envestnet Portfolio Solutions, Inc.
N/A—6,860-6,860-100%$335.6K———
World Investment Advisors
N/A—5,836-5,836-100%$282.6K———
Aptus Capital Advisors, LLC
N/A—5,036-5,036-100%$246.4K———
Advisory Services Network, LLC
N/A—5,000-5,000-100%$244.6K———
PFG Investments, LLC
N/A—4,650-4,650-100%$227.5K———
Kiley Juergens Wealth Management, LLC
N/A—4,611-4,611-100%$225.6K———
Allied Private Wealth LLC
N/A—3,771-3,771-100%$185.9K———
Harbour Investments, Inc.
N/A—1,016-1,016-100%$49.7K———
Financial Gravity Companies, Inc.
N/A—838-838-100%$41.0K———
JPL Wealth Management, LLC
N/A—291-291-100%$14.2K———
Continuum Advisory, LLC
N/A—103-103-100%$5.0K———
Showing 208 of 208 institutions