Brookfield Wealth SOL LTD (BNT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Principal Financial Group Inc

DECREASED

Shares332,622 from 347,428

Change-14,806 (-4%)

Value$12.1M (-$2.7M)

Filed 2026-11-02

Tandem Capital Management Corp

DECREASED

Shares147,675 from 149,575

Change-1,900 (-1%)

Value$5.4M (-$987.8K)

Filed 2026-10-22

Schwartz Investment Counsel Inc

INCREASED

Shares103,883 from 90,954

Change+12,929 (+14%)

Value$3.8M (-$86.3K)

Filed 2026-10-26

MacKenzie Financial Corp

DECREASED

Shares93,176 from 106,909

Change-13,733 (-13%)

Value$3.4M (-$3.1M)

Filed 2026-11-02

Dimensional Fund Advisors LP

DECREASED

Shares62,023 from 62,106

Change-83 (0%)

Value$2.3M (-$383.6K)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares44,620 from 17,103

Change+27,517 (+161%)

Value$2.0M (+$1.3M)

Filed 2026-11-06

Searle & Co.

UNCHANGED

Shares33,980 from 33,980

Change0 (0%)

Value$1.2M (-$208.6K)

Filed 2026-11-04

Amundi

INCREASED

Shares7,696 from 6,563

Change+1,133 (+17%)

Value$281.1K (+$1.1K)

Filed 2026-11-06

Santa Monica Partners LP

UNCHANGED

Shares6,904 from 6,904

Change0 (0%)

Value$251 (-$43)

Filed 2026-10-27

Bruni J V & Co

DECREASED

Shares6,699 from 6,828

Change-129 (-2%)

Value$244.6K (-$46.6K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares3,006 from 3,002

Change+4 (+0%)

Value$109.8K (-$18.3K)

Filed 2026-10-08

TD Waterhouse Canada Inc.

INCREASED

Shares2,691 from 2,069

Change+622 (+30%)

Value$96.9K (+$8.3K)

Filed 2026-10-16

Lanark Financial, Inc.

INCREASED

Shares2,544 from 2,542

Change+2 (+0%)

Value$92.9K (-$15.6K)

Filed 2026-10-26

Citigroup Inc

INCREASED

Shares1,696 from 1,140

Change+556 (+49%)

Value$61.8K (+$13.2K)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares1,239 from 2,354

Change-1,115 (-47%)

Value$45.2K (-$55.2K)

Filed 2026-11-06

Signaturefd, LLC

DECREASED

Shares1,026 from 1,521

Change-495 (-33%)

Value$37.5K (-$27.4K)

Filed 2026-10-23

Allworth Financial LP

INCREASED

Shares862 from 434

Change+428 (+99%)

Value$36.8K (+$18.3K)

Filed 2026-11-06

Guardian Partners Inc.

NEW

Shares626

Change+626

Value$23.0K

Filed 2026-10-21

EverSource Wealth Advisors, LLC

DECREASED

Shares336 from 353

Change-17 (-5%)

Value$12.3K (-$2.8K)

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares310 from 310

Change0 (0%)

Value$11.3K (-$1.9K)

Filed 2026-10-27

PNC Financial Services Group, Inc.

UNCHANGED

Shares232 from 232

Change0 (0%)

Value$8.5K (-$1.4K)

Filed 2026-11-06

Beutel, Goodman & Co Ltd.

UNCHANGED

Shares106 from 106

Change0 (0%)

Value$3 (-$1)

Filed 2026-11-04

Louisbourg Investments Inc.

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$2.0K (-$329)

Filed 2026-10-20

Financial Perspectives, Inc

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1.1K (-$184)

Filed 2026-11-03

Russell Investments Group, Ltd.

DECREASED

Shares27 from 951

Change-924 (-97%)

Value$983 (-$39.5K)

Filed 2026-11-06

Provenance Wealth Advisors, LLC

NEW

Shares24

Change+24

Value$876

Filed 2026-10-30

Investment Research & Advisory Group, Inc.

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$803 (-$136)

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$545 (-$94)

Filed 2026-10-20

Blue Trust, Inc.

NEW

Shares7

Change+7

Value$256

Filed 2026-10-15

Parallel Advisors, LLC

DECREASED

Shares7 from 156

Change-149 (-96%)

Value$256 (-$6.4K)

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$219 (-$37)

Filed 2026-10-21

Fortis Group Advisors, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$110 (-$18)

Filed 2026-11-06

Oakworth Capital, Inc.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$110 (-$18)

Filed 2026-10-26

StrongBox Wealth, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$110 (-$18)

Filed 2026-11-02

Root Financial Partners, LLC

NEW

Shares1

Change+1

Value$37

Filed 2026-10-21

Golden State Wealth Management, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$37 (-$6)

Filed 2026-11-02

Parkside Financial Bank & Trust

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$37 (-$7)

Filed 2026-10-27

Montrusco Bolton Investments Inc.

CLOSED

Shares0 from 179,200

Change-179,200 (-100%)

Value$0 (-$7.6M)

Filed 2026-10-13

Sterling Capital Management LLC

CLOSED

Shares0 from 117

Change-117 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-22

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$512)

Filed 2026-10-20

Pacifica Partners Inc.

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$296)

Filed 2026-10-09

Robinswood Financial LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$128)

Filed 2026-10-20

Covestor Ltd

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-10-30

Partners Value Investments L.P.

N/A

Shares— from 12,320,344

Change-12,320,344 (-100%)

Value—

Brookfield Corp

N/A

Shares— from 1,355,764

Change-1,355,764 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 859,918

Change-859,918 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 777,219

Change-777,219 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 750,004

Change-750,004 (-100%)

Value—

Norges Bank

N/A

Shares— from 348,251

Change-348,251 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 244,096

Change-244,096 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 235,321

Change-235,321 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 106,364

Change-106,364 (-100%)

Value—

UBS Group AG

N/A

Shares— from 100,432

Change-100,432 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 95,451

Change-95,451 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 87,673

Change-87,673 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 81,025

Change-81,025 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 76,416

Change-76,416 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 62,304

Change-62,304 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 55,047

Change-55,047 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 46,771

Change-46,771 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 40,798

Change-40,798 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 39,550

Change-39,550 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 35,909

Change-35,909 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 35,589

Change-35,589 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 34,621

Change-34,621 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 30,730

Change-30,730 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 28,759

Change-28,759 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 27,172

Change-27,172 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 26,598

Change-26,598 (-100%)

Value—

FMR LLC

N/A

Shares— from 25,687

Change-25,687 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 25,220

Change-25,220 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 23,859

Change-23,859 (-100%)

Value—

Broad Run Investment Management, LLC

N/A

Shares— from 23,581

Change-23,581 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 18,025

Change-18,025 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 13,586

Change-13,586 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 11,473

Change-11,473 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 10,945

Change-10,945 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 10,800

Change-10,800 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 10,583

Change-10,583 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 9,365

Change-9,365 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 9,054

Change-9,054 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 8,487

Change-8,487 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 7,266

Change-7,266 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 7,239

Change-7,239 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 6,995

Change-6,995 (-100%)

Value—

Ossiam

N/A

Shares— from 6,692

Change-6,692 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 6,631

Change-6,631 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 6,556

Change-6,556 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 6,362

Change-6,362 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 5,575

Change-5,575 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 4,846

Change-4,846 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 4,728

Change-4,728 (-100%)

Value—

Becker Capital Management Inc

N/A

Shares— from 4,725

Change-4,725 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 2,564

Change-2,564 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 2,389

Change-2,389 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,944

Change-1,944 (-100%)

Value—

Moerus Capital Management LLC

N/A

Shares— from 1,187

Change-1,187 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 910

Change-910 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 544

Change-544 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 410

Change-410 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 218

Change-218 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 215

Change-215 (-100%)

Value—

GoodHaven Capital Management, LLC

N/A

Shares— from 204

Change-204 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 188

Change-188 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 150

Change-150 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 114

Change-114 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 19

Change-19 (-100%)

Value—

Leo H. Evart, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 15

Change-15 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12

Change-12 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3

Change-3 (-100%)

Value—

Aviso Financial Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Principal Financial Group Inc	DECREASED	332,622	347,428	-14,806	-4%	$14.8M	$12.1M	-$2.7M	2026-11-02
Tandem Capital Management Corp	DECREASED	147,675	149,575	-1,900	-1%	$6.4M	$5.4M	-$987.8K	2026-10-22
Schwartz Investment Counsel Inc	INCREASED	103,883	90,954	+12,929	+14%	$3.9M	$3.8M	-$86.3K	2026-10-26
MacKenzie Financial Corp	DECREASED	93,176	106,909	-13,733	-13%	$6.5M	$3.4M	-$3.1M	2026-11-02
Dimensional Fund Advisors LP	DECREASED	62,023	62,106	-83	0%	$2.6M	$2.3M	-$383.6K	2026-11-04
Geode Capital Management, LLC	INCREASED	44,620	17,103	+27,517	+161%	$727.1K	$2.0M	+$1.3M	2026-11-06
Searle & Co.	UNCHANGED	33,980	33,980	0	0%	$1.4M	$1.2M	-$208.6K	2026-11-04
Amundi	INCREASED	7,696	6,563	+1,133	+17%	$280.0K	$281.1K	+$1.1K	2026-11-06
Santa Monica Partners LP	UNCHANGED	6,904	6,904	0	0%	$294	$251	-$43	2026-10-27
Bruni J V & Co	DECREASED	6,699	6,828	-129	-2%	$291.3K	$244.6K	-$46.6K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	3,006	3,002	+4	+0%	$128.1K	$109.8K	-$18.3K	2026-10-08
TD Waterhouse Canada Inc.	INCREASED	2,691	2,069	+622	+30%	$88.6K	$96.9K	+$8.3K	2026-10-16
Lanark Financial, Inc.	INCREASED	2,544	2,542	+2	+0%	$108.5K	$92.9K	-$15.6K	2026-10-26
Citigroup Inc	INCREASED	1,696	1,140	+556	+49%	$48.6K	$61.8K	+$13.2K	2026-11-04
Deutsche Bank Ag\	DECREASED	1,239	2,354	-1,115	-47%	$100.4K	$45.2K	-$55.2K	2026-11-06
Signaturefd, LLC	DECREASED	1,026	1,521	-495	-33%	$64.9K	$37.5K	-$27.4K	2026-10-23
Allworth Financial LP	INCREASED	862	434	+428	+99%	$18.5K	$36.8K	+$18.3K	2026-11-06
Guardian Partners Inc.	NEW	626	—	+626	—	—	$23.0K	—	2026-10-21
EverSource Wealth Advisors, LLC	DECREASED	336	353	-17	-5%	$15.1K	$12.3K	-$2.8K	2026-11-04
Cassaday & Co Wealth Management LLC	UNCHANGED	310	310	0	0%	$13.2K	$11.3K	-$1.9K	2026-10-27
PNC Financial Services Group, Inc.	UNCHANGED	232	232	0	0%	$9.9K	$8.5K	-$1.4K	2026-11-06
Beutel, Goodman & Co Ltd.	UNCHANGED	106	106	0	0%	$4	$3	-$1	2026-11-04
Louisbourg Investments Inc.	UNCHANGED	54	54	0	0%	$2.3K	$2.0K	-$329	2026-10-20
Financial Perspectives, Inc	UNCHANGED	30	30	0	0%	$1.3K	$1.1K	-$184	2026-11-03
Russell Investments Group, Ltd.	DECREASED	27	951	-924	-97%	$40.5K	$983	-$39.5K	2026-11-06
Provenance Wealth Advisors, LLC	NEW	24	—	+24	—	—	$876	—	2026-10-30
Investment Research & Advisory Group, Inc.	UNCHANGED	22	22	0	0%	$939	$803	-$136	2026-10-19
Private Trust Co NA	UNCHANGED	15	15	0	0%	$639	$545	-$94	2026-10-20
Blue Trust, Inc.	NEW	7	—	+7	—	—	$256	—	2026-10-15
Parallel Advisors, LLC	DECREASED	7	156	-149	-96%	$6.7K	$256	-$6.4K	2026-11-03
Assetmark, Inc	UNCHANGED	6	6	0	0%	$256	$219	-$37	2026-10-21
Fortis Group Advisors, LLC	UNCHANGED	3	3	0	0%	$128	$110	-$18	2026-11-06
Oakworth Capital, Inc.	UNCHANGED	3	3	0	0%	$128	$110	-$18	2026-10-26
StrongBox Wealth, LLC	UNCHANGED	3	3	0	0%	$128	$110	-$18	2026-11-02
Root Financial Partners, LLC	NEW	1	—	+1	—	—	$37	—	2026-10-21
Golden State Wealth Management, LLC	UNCHANGED	1	1	0	0%	$43	$37	-$6	2026-11-02
Parkside Financial Bank & Trust	UNCHANGED	1	1	0	0%	$44	$37	-$7	2026-10-27
Montrusco Bolton Investments Inc.	CLOSED	0	179,200	-179,200	-100%	$7.6M	$0	-$7.6M	2026-10-13
Sterling Capital Management LLC	CLOSED	0	117	-117	-100%	$5.0K	$0	-$5.0K	2026-10-22
Physician Wealth Advisors, Inc.	CLOSED	0	12	-12	-100%	$512	$0	-$512	2026-10-20
Pacifica Partners Inc.	CLOSED	0	7	-7	-100%	$296	$0	-$296	2026-10-09
Robinswood Financial LLC	CLOSED	0	3	-3	-100%	$128	$0	-$128	2026-10-20
Covestor Ltd	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-10-30
Partners Value Investments L.P.	N/A	—	12,320,344	-12,320,344	-100%	$525.6M	—	—	—
Brookfield Corp	N/A	—	1,355,764	-1,355,764	-100%	$57.8M	—	—	—
Royal Bank of Canada	N/A	—	859,918	-859,918	-100%	$36.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	777,219	-777,219	-100%	$33.1M	—	—	—
Bank of Nova Scotia	N/A	—	750,004	-750,004	-100%	$32.0M	—	—	—
Norges Bank	N/A	—	348,251	-348,251	-100%	$14.8M	—	—	—
Canada Pension Plan Investment Board	N/A	—	244,096	-244,096	-100%	$10.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	235,321	-235,321	-100%	$10.0M	—	—	—
Legal & General Group Plc	N/A	—	106,364	-106,364	-100%	$4.5M	—	—	—
UBS Group AG	N/A	—	100,432	-100,432	-100%	$4.3M	—	—	—
Bank of Montreal	N/A	—	95,451	-95,451	-100%	$4.1M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	87,673	-87,673	-100%	$3.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	81,025	-81,025	-100%	$3.5M	—	—	—
Toronto Dominion Bank	N/A	—	76,416	-76,416	-100%	$3.3M	—	—	—
CI Investments Inc.	N/A	—	62,304	-62,304	-100%	$2.7M	—	—	—
CIBC World Market Inc.	N/A	—	55,047	-55,047	-100%	$2.3M	—	—	—
TD Asset Management Inc	N/A	—	46,771	-46,771	-100%	$2.0M	—	—	—
Morgan Stanley	N/A	—	40,798	-40,798	-100%	$1.7M	—	—	—
Swiss National Bank	N/A	—	39,550	-39,550	-100%	$1.7M	—	—	—
Leavell Investment Management, Inc.	N/A	—	35,909	-35,909	-100%	$1.5M	—	—	—
Proficio Capital Partners LLC	N/A	—	35,589	-35,589	-100%	$1.5M	—	—	—
JPMorgan Chase & Co	N/A	—	34,621	-34,621	-100%	$1.5M	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	30,730	-30,730	-100%	$1.3M	—	—	—
Two Sigma Investments, LP	N/A	—	28,759	-28,759	-100%	$1.2M	—	—	—
BlackRock, Inc.	N/A	—	27,172	-27,172	-100%	$1.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	26,598	-26,598	-100%	$1.1M	—	—	—
FMR LLC	N/A	—	25,687	-25,687	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	25,220	-25,220	-100%	$1.1M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	23,859	-23,859	-100%	$1.0M	—	—	—
Broad Run Investment Management, LLC	N/A	—	23,581	-23,581	-100%	$1.0M	—	—	—
Nuveen, LLC	N/A	—	18,025	-18,025	-100%	$767.9K	—	—	—
Bank of America Corp	N/A	—	13,586	-13,586	-100%	$579.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	11,473	-11,473	-100%	$445.2K	—	—	—
Point72 Asset Management, L.P.	N/A	—	10,945	-10,945	-100%	$466.0K	—	—	—
Renaissance Technologies LLC	N/A	—	10,800	-10,800	-100%	$460.7K	—	—	—
Trexquant Investment LP	N/A	—	10,583	-10,583	-100%	$451.5K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	9,365	-9,365	-100%	$399.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	9,054	-9,054	-100%	$386.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	8,487	-8,487	-100%	$361.5K	—	—	—
XTX Topco Ltd	N/A	—	7,266	-7,266	-100%	$310.0K	—	—	—
Scotia Capital Inc.	N/A	—	7,239	-7,239	-100%	$308.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	6,995	-6,995	-100%	$298.4K	—	—	—
Ossiam	N/A	—	6,692	-6,692	-100%	$285.1K	—	—	—
Captrust Financial Advisors	N/A	—	6,631	-6,631	-100%	$282.9K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	6,556	-6,556	-100%	$279.4K	—	—	—
Alliancebernstein L.P.	N/A	—	6,362	-6,362	-100%	$263.4K	—	—	—
National Bank of Canada	N/A	—	5,575	-5,575	-100%	$211.5K	—	—	—
Millennium Management LLC	N/A	—	4,846	-4,846	-100%	$206.2K	—	—	—
Waverly Advisors, LLC	N/A	—	4,728	-4,728	-100%	$201.7K	—	—	—
Becker Capital Management Inc	N/A	—	4,725	-4,725	-100%	$201.6K	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	2,564	-2,564	-100%	$109.1K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	2,389	-2,389	-100%	$101.9K	—	—	—
Wells Fargo & Company	N/A	—	1,944	-1,944	-100%	$82.7K	—	—	—
Moerus Capital Management LLC	N/A	—	1,187	-1,187	-100%	$50.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	910	-910	-100%	$38.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	544	-544	-100%	$23.2K	—	—	—
Purpose Unlimited Inc.	N/A	—	410	-410	-100%	$17.5K	—	—	—
Bessemer Group Inc	N/A	—	218	-218	-100%	$9	—	—	—
Global Retirement Partners, LLC	N/A	—	215	-215	-100%	$9.2K	—	—	—
GoodHaven Capital Management, LLC	N/A	—	204	-204	-100%	$8.7K	—	—	—
Cornerstone Financial Management LLC	N/A	—	188	-188	-100%	$8.0K	—	—	—
Harbour Investments, Inc.	N/A	—	150	-150	-100%	$6.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	114	-114	-100%	$4.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	60	-60	-100%	$2.6K	—	—	—
Heritage Wealth Advisors	N/A	—	19	-19	-100%	$811	—	—	—
Leo H. Evart, Inc.	N/A	—	18	-18	-100%	$768	—	—	—
Quent Capital, LLC	N/A	—	16	-16	-100%	$683	—	—	—
SHP Wealth Management	N/A	—	15	-15	-100%	$653	—	—	—
Arax Advisory Partners	N/A	—	12	-12	-100%	$512	—	—	—
Jones Financial Companies Lllp	N/A	—	3	-3	-100%	$128	—	—	—
Aviso Financial Inc.	N/A	—	3	-3	-100%	$127	—	—	—
Ameritas Advisory Services, LLC	N/A	—	3	-3	-100%	$128	—	—	—
IFG Advisory, LLC	N/A	—	1	-1	-100%	$43	—	—	—
NewEdge Advisors, LLC	N/A	—	1	-1	-100%	$43	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$43	—	—	—

Showing 118 of 118 institutions