State Street Spdr Portfolio (SPEU)

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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Mather Group, Llc.

DECREASED

Shares142,117 from 148,165

Change-6,048 (-4%)

Value$7.6M (-$498.2K)

Filed 2026-10-14

Treasure Coast Financial Planning

INCREASED

Shares132,270 from 129,497

Change+2,773 (+2%)

Value$7.1M (-$2.6K)

Filed 2026-11-03

Atlantic Edge Private Wealth Management, LLC

INCREASED

Shares95,977 from 95,087

Change+890 (+1%)

Value$5.2M (-$63.4K)

Filed 2026-10-20

Elwood & Goetz Wealth Advisory Group, LLC

NEW

Shares32,619

Change+32,619

Value$1.8M

Filed 2026-10-28

Allen Capital Group, LLC

DECREASED

Shares21,391 from 21,472

Change-81 (0%)

Value$1.1M (-$29.5K)

Filed 2026-10-27

K2 Financial Inc.

INCREASED

Shares21,143 from 19,770

Change+1,373 (+7%)

Value$1.1M (+$18.6K)

Filed 2026-10-26

Accel Wealth Management

INCREASED

Shares17,866 from 17,792

Change+74 (+0%)

Value$959.6K (-$16.8K)

Filed 2026-10-13

Midwest Financial Network, LLC

DECREASED

Shares13,427 from 31,203

Change-17,776 (-57%)

Value$721.2K (-$991.3K)

Filed 2026-10-13

Independent Financial Group, LLC

DECREASED

Shares12,860 from 13,038

Change-178 (-1%)

Value$690.7K (-$24.8K)

Filed 2026-10-13

Castleview Partners, LLC

INCREASED

Shares10,683 from 10,563

Change+120 (+1%)

Value$573.8K (-$5.9K)

Filed 2026-10-09

Lodestar Private Asset Management LLC

DECREASED

Shares5,445 from 5,982

Change-537 (-9%)

Value$292.5K (-$35.8K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

INCREASED

Shares5,413 from 5,399

Change+14 (+0%)

Value$290.7K (-$5.6K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

NEW

Shares5,068

Change+5,068

Value$267.5K

Filed 2026-10-13

Diversified Enterprises, LLC

UNCHANGED

Shares4,803 from 4,803

Change0 (0%)

Value$258.0K (-$5.6K)

Filed 2026-10-19

Willis Johnson Wealth, Inc.

NEW

Shares4,696

Change+4,696

Value$252.2K

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares4,518 from 4,168

Change+350 (+8%)

Value$242.7K (+$13.9K)

Filed 2026-10-30

Fifth Third Bancorp

UNCHANGED

Shares4,366 from 4,366

Change0 (0%)

Value$234.5K (-$5.1K)

Filed 2026-11-05

Assetmark, Inc

DECREASED

Shares4,256 from 4,363

Change-107 (-2%)

Value$228.6K (-$10.9K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares4,222 from 4,430

Change-208 (-5%)

Value$227 (-$242.8K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares4,175 from 4,159

Change+16 (+0%)

Value$224.2K (-$4.0K)

Filed 2026-11-02

Williams Jones Wealth Management, Llc.

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$214.8K (-$4.7K)

Filed 2026-11-05

Worth Financial Advisory Group, LLC

UNCHANGED

Shares3,927 from 3,927

Change0 (0%)

Value$210.9K (-$4.6K)

Filed 2026-10-19

Grove Bank & Trust

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$161.1K (-$3.5K)

Filed 2026-10-08

Harbor Investment Advisory, LLC

UNCHANGED

Shares2,265 from 2,265

Change0 (0%)

Value$121.7K (-$2.7K)

Filed 2026-10-13

GK Wealth Management LLC

NEW

Shares1,845

Change+1,845

Value$99.2K

Filed 2026-10-09

Tradewinds Capital Management, LLC

INCREASED

Shares1,518 from 1,512

Change+6 (+0%)

Value$81.5K (-$1.4K)

Filed 2026-10-23

Larson Financial Group LLC

UNCHANGED

Shares1,062 from 1,062

Change0 (0%)

Value$57.1K (-$1.2K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares557 from 300

Change+257 (+86%)

Value$29.9K (+$13.5K)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares514 from 331

Change+183 (+55%)

Value$27.6K (+$9.4K)

Filed 2026-10-08

Cape Investment Advisory, Inc.

INCREASED

Shares309 from 308

Change+1 (+0%)

Value$16.6K (-$291)

Filed 2026-10-13

Citigroup Inc

INCREASED

Shares255 from 57

Change+198 (+347%)

Value$13.7K (+$10.6K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

NEW

Shares239

Change+239

Value$12.6K

Filed 2026-10-16

Jacobi Capital Management LLC

NEW

Shares237

Change+237

Value$12.8K

Filed 2026-11-05

Cedar Mountain Advisors, LLC

UNCHANGED

Shares181 from 181

Change0 (0%)

Value$9.7K (-$211)

Filed 2026-10-15

Central Trust Co

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$3.2K (-$69)

Filed 2026-11-05

Caldwell Trust Co

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$2.3K (-$50)

Filed 2026-10-30

Creative Financial Designs Inc

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$1.5K (-$33)

Filed 2026-11-04

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 8,697

Change-8,697 (-100%)

Value$0 (-$477.3K)

Filed 2026-11-02

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,195

Change-1,195 (-100%)

Value$0 (-$65.1K)

Filed 2026-11-02

US Bancorp \de\

CLOSED

Shares0 from 560

Change-560 (-100%)

Value$0 (-$30.7K)

Filed 2026-11-05

Spire Wealth Management

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$22.0K)

Filed 2026-10-30

Raleigh Capital Management Inc.

UNCHANGED

Shares0 from 0

Change0

Value$10 ($0)

Filed 2026-10-28

Morgan Stanley

N/A

Shares— from 849,543

Change-849,543 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 760,239

Change-760,239 (-100%)

Value—

Main Management ETF Advisors, LLC

N/A

Shares— from 516,918

Change-516,918 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 316,541

Change-316,541 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 298,228

Change-298,228 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 103,200

Change-103,200 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 96,008

Change-96,008 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 86,993

Change-86,993 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 72,352

Change-72,352 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 68,798

Change-68,798 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 67,727

Change-67,727 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 64,783

Change-64,783 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 60,987

Change-60,987 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 45,628

Change-45,628 (-100%)

Value—

UBS Group AG

N/A

Shares— from 41,853

Change-41,853 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 32,546

Change-32,546 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 29,543

Change-29,543 (-100%)

Value—

Paces Ferry Wealth Advisors, LLC

N/A

Shares— from 20,642

Change-20,642 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 15,349

Change-15,349 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 14,705

Change-14,705 (-100%)

Value—

Jacobs Equity LLC

N/A

Shares— from 14,692

Change-14,692 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 12,108

Change-12,108 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,802

Change-10,802 (-100%)

Value—

Sargent Investment Group, LLC

N/A

Shares— from 9,340

Change-9,340 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 8,800

Change-8,800 (-100%)

Value—

Family Manage LLC

N/A

Shares— from 8,094

Change-8,094 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,852

Change-7,852 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 7,786

Change-7,786 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 7,095

Change-7,095 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,099

Change-6,099 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 5,850

Change-5,850 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 5,726

Change-5,726 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,285

Change-5,285 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 5,220

Change-5,220 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 4,796

Change-4,796 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,762

Change-4,762 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 4,153

Change-4,153 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 3,896

Change-3,896 (-100%)

Value—

Main Management LLC

N/A

Shares— from 2,162

Change-2,162 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 1,134

Change-1,134 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,029

Change-1,029 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 1,022

Change-1,022 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 867

Change-867 (-100%)

Value—

Hamrick Investment Counsel, llc

N/A

Shares— from 850

Change-850 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 723

Change-723 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 568

Change-568 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 500

Change-500 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 360

Change-360 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 334

Change-334 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 291

Change-291 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 190

Change-190 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 181

Change-181 (-100%)

Value—

Blair William & Co

N/A

Shares— from 170

Change-170 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 85

Change-85 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 79

Change-79 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 72

Change-72 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 33

Change-33 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 22

Change-22 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 20

Change-20 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 15

Change-15 (-100%)

Value—

Richard W. Paul & Associates, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Mather Group, Llc.	DECREASED	142,117	148,165	-6,048	-4%	$8.1M	$7.6M	-$498.2K	2026-10-14
Treasure Coast Financial Planning	INCREASED	132,270	129,497	+2,773	+2%	$7.1M	$7.1M	-$2.6K	2026-11-03
Atlantic Edge Private Wealth Management, LLC	INCREASED	95,977	95,087	+890	+1%	$5.2M	$5.2M	-$63.4K	2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC	NEW	32,619	—	+32,619	—	—	$1.8M	—	2026-10-28
Allen Capital Group, LLC	DECREASED	21,391	21,472	-81	0%	$1.2M	$1.1M	-$29.5K	2026-10-27
K2 Financial Inc.	INCREASED	21,143	19,770	+1,373	+7%	$1.1M	$1.1M	+$18.6K	2026-10-26
Accel Wealth Management	INCREASED	17,866	17,792	+74	+0%	$976.4K	$959.6K	-$16.8K	2026-10-13
Midwest Financial Network, LLC	DECREASED	13,427	31,203	-17,776	-57%	$1.7M	$721.2K	-$991.3K	2026-10-13
Independent Financial Group, LLC	DECREASED	12,860	13,038	-178	-1%	$715.5K	$690.7K	-$24.8K	2026-10-13
Castleview Partners, LLC	INCREASED	10,683	10,563	+120	+1%	$579.7K	$573.8K	-$5.9K	2026-10-09
Lodestar Private Asset Management LLC	DECREASED	5,445	5,982	-537	-9%	$328.3K	$292.5K	-$35.8K	2026-10-26
Concurrent Investment Advisors, LLC	INCREASED	5,413	5,399	+14	+0%	$296.3K	$290.7K	-$5.6K	2026-10-16
Wealth Enhancement Advisory Services, LLC	NEW	5,068	—	+5,068	—	—	$267.5K	—	2026-10-13
Diversified Enterprises, LLC	UNCHANGED	4,803	4,803	0	0%	$263.6K	$258.0K	-$5.6K	2026-10-19
Willis Johnson Wealth, Inc.	NEW	4,696	—	+4,696	—	—	$252.2K	—	2026-11-03
Truist Financial Corp	INCREASED	4,518	4,168	+350	+8%	$228.7K	$242.7K	+$13.9K	2026-10-30
Fifth Third Bancorp	UNCHANGED	4,366	4,366	0	0%	$239.6K	$234.5K	-$5.1K	2026-11-05
Assetmark, Inc	DECREASED	4,256	4,363	-107	-2%	$239.4K	$228.6K	-$10.9K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	4,222	4,430	-208	-5%	$243.0K	$227	-$242.8K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	4,175	4,159	+16	+0%	$228.2K	$224.2K	-$4.0K	2026-11-02
Williams Jones Wealth Management, Llc.	UNCHANGED	4,000	4,000	0	0%	$219.5K	$214.8K	-$4.7K	2026-11-05
Worth Financial Advisory Group, LLC	UNCHANGED	3,927	3,927	0	0%	$215.5K	$210.9K	-$4.6K	2026-10-19
Grove Bank & Trust	UNCHANGED	3,000	3,000	0	0%	$164.6K	$161.1K	-$3.5K	2026-10-08
Harbor Investment Advisory, LLC	UNCHANGED	2,265	2,265	0	0%	$124.3K	$121.7K	-$2.7K	2026-10-13
GK Wealth Management LLC	NEW	1,845	—	+1,845	—	—	$99.2K	—	2026-10-09
Tradewinds Capital Management, LLC	INCREASED	1,518	1,512	+6	+0%	$83.0K	$81.5K	-$1.4K	2026-10-23
Larson Financial Group LLC	UNCHANGED	1,062	1,062	0	0%	$58.3K	$57.1K	-$1.2K	2026-11-05
IFP Advisors, Inc	INCREASED	557	300	+257	+86%	$16.5K	$29.9K	+$13.5K	2026-10-16
Farther Finance Advisors, LLC	INCREASED	514	331	+183	+55%	$18.2K	$27.6K	+$9.4K	2026-10-08
Cape Investment Advisory, Inc.	INCREASED	309	308	+1	+0%	$16.9K	$16.6K	-$291	2026-10-13
Citigroup Inc	INCREASED	255	57	+198	+347%	$3.1K	$13.7K	+$10.6K	2026-11-04
TD Waterhouse Canada Inc.	NEW	239	—	+239	—	—	$12.6K	—	2026-10-16
Jacobi Capital Management LLC	NEW	237	—	+237	—	—	$12.8K	—	2026-11-05
Cedar Mountain Advisors, LLC	UNCHANGED	181	181	0	0%	$9.9K	$9.7K	-$211	2026-10-15
Central Trust Co	UNCHANGED	59	59	0	0%	$3.2K	$3.2K	-$69	2026-11-05
Caldwell Trust Co	UNCHANGED	43	43	0	0%	$2.4K	$2.3K	-$50	2026-10-30
Creative Financial Designs Inc	UNCHANGED	28	28	0	0%	$1.5K	$1.5K	-$33	2026-11-04
Commonwealth Equity Services, LLC	CLOSED	0	8,697	-8,697	-100%	$477.3K	$0	-$477.3K	2026-11-02
International Assets Investment Management, LLC	CLOSED	0	1,195	-1,195	-100%	$65.1K	$0	-$65.1K	2026-11-02
US Bancorp \de\	CLOSED	0	560	-560	-100%	$30.7K	$0	-$30.7K	2026-11-05
Spire Wealth Management	CLOSED	0	400	-400	-100%	$22.0K	$0	-$22.0K	2026-10-30
Raleigh Capital Management Inc.	UNCHANGED	0	0	0	—	$10	$10	$0	2026-10-28
Morgan Stanley	N/A	—	849,543	-849,543	-100%	$46.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	760,239	-760,239	-100%	$41.7M	—	—	—
Main Management ETF Advisors, LLC	N/A	—	516,918	-516,918	-100%	$28.4M	—	—	—
LPL Financial LLC	N/A	—	316,541	-316,541	-100%	$17.4M	—	—	—
Bank of America Corp	N/A	—	298,228	-298,228	-100%	$16.4M	—	—	—
Jane Street Group, LLC	N/A	—	103,200	-103,200	-100%	$5.7M	—	—	—
Scotia Capital Inc.	N/A	—	96,008	-96,008	-100%	$5.3M	—	—	—
Wells Fargo & Company	N/A	—	86,993	-86,993	-100%	$4.8M	—	—	—
Flow Traders U.S. LLC	N/A	—	72,352	-72,352	-100%	$4.0M	—	—	—
Cetera Investment Advisers	N/A	—	68,798	-68,798	-100%	$3.8M	—	—	—
Private Advisor Group, LLC	N/A	—	67,727	-67,727	-100%	$3.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	64,783	-64,783	-100%	$3.6M	—	—	—
Equitable Holdings, Inc.	N/A	—	60,987	-60,987	-100%	$3.3M	—	—	—
Raymond James Financial Inc	N/A	—	45,628	-45,628	-100%	$2.5M	—	—	—
UBS Group AG	N/A	—	41,853	-41,853	-100%	$2.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	32,546	-32,546	-100%	$1.8M	—	—	—
Royal Bank of Canada	N/A	—	29,543	-29,543	-100%	$1.6M	—	—	—
Paces Ferry Wealth Advisors, LLC	N/A	—	20,642	-20,642	-100%	$1.1M	—	—	—
JPMorgan Chase & Co	N/A	—	15,349	-15,349	-100%	$837.2K	—	—	—
Johnson Investment Counsel Inc	N/A	—	14,705	-14,705	-100%	$807.0K	—	—	—
Jacobs Equity LLC	N/A	—	14,692	-14,692	-100%	$806.3K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	12,108	-12,108	-100%	$664.5K	—	—	—
FMR LLC	N/A	—	10,802	-10,802	-100%	$592.8K	—	—	—
Sargent Investment Group, LLC	N/A	—	9,340	-9,340	-100%	$512.6K	—	—	—
Bank of Nova Scotia	N/A	—	8,800	-8,800	-100%	$482.9K	—	—	—
Family Manage LLC	N/A	—	8,094	-8,094	-100%	$444.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	7,852	-7,852	-100%	$424.2K	—	—	—
Quantinno Capital Management LP	N/A	—	7,786	-7,786	-100%	$427.3K	—	—	—
Captrust Financial Advisors	N/A	—	7,095	-7,095	-100%	$389.4K	—	—	—
Arax Advisory Partners	N/A	—	6,099	-6,099	-100%	$334.7K	—	—	—
Keystone Financial Group	N/A	—	5,850	-5,850	-100%	$321.0K	—	—	—
Inspire Advisors, LLC	N/A	—	5,726	-5,726	-100%	$314.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,285	-5,285	-100%	$290.0K	—	—	—
Savant Capital, LLC	N/A	—	5,220	-5,220	-100%	$277.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	4,796	-4,796	-100%	$263.2K	—	—	—
Ameriprise Financial Inc	N/A	—	4,762	-4,762	-100%	$261.3K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	4,153	-4,153	-100%	$227.9K	—	—	—
Brown Advisory Inc	N/A	—	3,896	-3,896	-100%	$213.8K	—	—	—
Main Management LLC	N/A	—	2,162	-2,162	-100%	$119.0K	—	—	—
Vanguard Advisers Inc	N/A	—	1,134	-1,134	-100%	$62.2K	—	—	—
National Bank of Canada	N/A	—	1,100	-1,100	-100%	$60.4K	—	—	—
Harbour Investments, Inc.	N/A	—	1,029	-1,029	-100%	$56.5K	—	—	—
TD Capital Management LLC	N/A	—	1,022	-1,022	-100%	$56.1K	—	—	—
WealthCollab, LLC	N/A	—	867	-867	-100%	$47.6K	—	—	—
Hamrick Investment Counsel, llc	N/A	—	850	-850	-100%	$46.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	723	-723	-100%	$39.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	568	-568	-100%	$31.2K	—	—	—
Crews Bank & Trust	N/A	—	500	-500	-100%	$27.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	360	-360	-100%	$19.8K	—	—	—
Whittier Trust Co	N/A	—	334	-334	-100%	$18.6K	—	—	—
Zions Bancorporation, National Association	N/A	—	291	-291	-100%	$16.0K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	190	-190	-100%	$10.4K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	181	-181	-100%	$9.9K	—	—	—
Blair William & Co	N/A	—	170	-170	-100%	$9.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	150	-150	-100%	$8.2K	—	—	—
Continuum Advisory, LLC	N/A	—	94	-94	-100%	$5.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	85	-85	-100%	$4.7K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	79	-79	-100%	$4.3K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	72	-72	-100%	$4.0K	—	—	—
Front Row Advisors LLC	N/A	—	70	-70	-100%	$4.0K	—	—	—
AE Wealth Management LLC	N/A	—	35	-35	-100%	$1.9K	—	—	—
Allworth Financial LP	N/A	—	33	-33	-100%	$1.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	22	-22	-100%	$1.2K	—	—	—
SouthState Bank Corp	N/A	—	20	-20	-100%	$1.1K	—	—	—
Hollencrest Capital Management	N/A	—	15	-15	-100%	$823	—	—	—
Richard W. Paul & Associates, LLC	N/A	—	6	-6	-100%	$329	—	—	—

Showing 108 of 108 institutions