SS Spdr S&P 1500 Value Tilt (VLU)

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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Nadler Financial Group, Inc.

INCREASED

Shares137,235 from 131,660

Change+5,575 (+4%)

Value$32.8M (+$1.4M)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares114,988 from 112,828

Change+2,160 (+2%)

Value$27.5K (-$26.8M)

Filed 2026-11-02

Stackstone Wealth, LLC

NEW

Shares72,513

Change+72,513

Value$17.3M

Filed 2026-10-19

RFG - Bristol Wealth Advisors, LLC

INCREASED

Shares59,621 from 56,553

Change+3,068 (+5%)

Value$14.2M (+$777.2K)

Filed 2026-10-09

Systelligence, LLC

DECREASED

Shares56,696 from 61,831

Change-5,135 (-8%)

Value$5.1M (-$9.6M)

Filed 2026-11-05

Compass Financial Services Inc

DECREASED

Shares48,929 from 48,951

Change-22 (0%)

Value$11.7M (+$33.1K)

Filed 2026-11-06

Absolute Capital Management, LLC

INCREASED

Shares47,599 from 47,453

Change+146 (+0%)

Value$11.4M (+$72.0K)

Filed 2026-10-16

ShoreHaven Wealth Partners, LLC

DECREASED

Shares28,231 from 29,028

Change-797 (-3%)

Value$6.7M (-$167.8K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

INCREASED

Shares26,596 from 24,862

Change+1,734 (+7%)

Value$6.4M (+$433.8K)

Filed 2026-11-05

USAdvisors Wealth Management, LLC

INCREASED

Shares22,819 from 22,049

Change+770 (+3%)

Value$5.5K (-$5.2M)

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares11,740 from 12,298

Change-558 (-5%)

Value$2.8M (-$123.7K)

Filed 2026-11-02

Creative Planning

INCREASED

Shares11,466 from 11,260

Change+206 (+2%)

Value$2.7M (+$58.0K)

Filed 2026-11-02

Roger Wittlin Investment Advisory, LLC

DECREASED

Shares11,222 from 12,976

Change-1,754 (-14%)

Value$2.7M (-$409.2K)

Filed 2026-10-19

Partners Wealth Management, LLC

NEW

Shares10,124

Change+10,124

Value$2.4M

Filed 2026-10-28

Foronjy Financial LLC

INCREASED

Shares8,956 from 8,755

Change+201 (+2%)

Value$2.1M (+$55.0K)

Filed 2026-10-14

CoreCap Advisors, LLC

INCREASED

Shares6,003 from 5,806

Change+197 (+3%)

Value$1.4M (+$51.8K)

Filed 2026-10-08

Henderson Brothers Financial Partners, LLC

INCREASED

Shares5,530 from 2,937

Change+2,593 (+88%)

Value$1.3M (+$622.0K)

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares5,125 from 2,765

Change+2,360 (+85%)

Value$1.2M (+$566.0K)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares4,879 from 6,216

Change-1,337 (-22%)

Value$1.2M (-$314.8K)

Filed 2026-10-30

Keystone Wealth Services, LLC

DECREASED

Shares4,096 from 4,161

Change-65 (-2%)

Value$983.1K (-$8.2K)

Filed 2026-11-03

HUB Investment Partners, LLC

INCREASED

Shares4,034 from 3,506

Change+528 (+15%)

Value$964.0K (+$128.8K)

Filed 2026-11-03

Flagship Wealth Advisors, LLC

INCREASED

Shares3,895 from 1,242

Change+2,653 (+214%)

Value$930.9K (+$635.0K)

Filed 2026-11-03

Saxon Interests, Inc.

UNCHANGED

Shares3,515 from 3,515

Change0 (0%)

Value$840.0K (+$2.7K)

Filed 2026-10-26

Comprehensive Financial Planning, Inc.

INCREASED

Shares3,279 from 3,266

Change+13 (+0%)

Value$783.9K (+$5.9K)

Filed 2026-10-27

Opulen Financial Group LLC

INCREASED

Shares2,989 from 2,976

Change+13 (+0%)

Value$714.4K (+$5.4K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

INCREASED

Shares2,948 from 2,844

Change+104 (+4%)

Value$704.6K (+$27.3K)

Filed 2026-10-16

Capital Square, LLC

INCREASED

Shares2,660 from 2,256

Change+404 (+18%)

Value$635.7K (+$91.7K)

Filed 2026-10-19

Wealthcare Advisory Partners LLC

DECREASED

Shares2,137 from 2,267

Change-130 (-6%)

Value$510.7K (-$29.3K)

Filed 2026-10-21

Compass Planning Associates Inc

INCREASED

Shares1,738 from 1,731

Change+7 (+0%)

Value$415.4K (+$3.1K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares1,671 from 1,696

Change-25 (-1%)

Value$406.6K (-$2.4K)

Filed 2026-10-13

Argyle Capital Partners, LLC

INCREASED

Shares1,634 from 1,563

Change+71 (+5%)

Value$390.5K (+$18.2K)

Filed 2026-10-23

Flagship Private Wealth, LLC

UNCHANGED

Shares1,454 from 1,454

Change0 (0%)

Value$347.5K (+$1.1K)

Filed 2026-11-05

AdvisorNet Financial, Inc

INCREASED

Shares1,444 from 1,270

Change+174 (+14%)

Value$351.9K (+$49.4K)

Filed 2026-10-15

SAX Wealth Advisors, LLC

UNCHANGED

Shares1,417 from 1,417

Change0 (0%)

Value$338.6K (+$34.0K)

Filed 2026-10-13

Lanark Financial, Inc.

INCREASED

Shares1,343 from 1,086

Change+257 (+24%)

Value$321.0K (+$62.3K)

Filed 2026-10-26

Private Trust Co NA

UNCHANGED

Shares1,243 from 1,243

Change0 (0%)

Value$297.1K (+$970)

Filed 2026-10-20

Dynamic Advisor Solutions LLC

DECREASED

Shares1,173 from 1,177

Change-4 (0%)

Value$280.3K (-$12)

Filed 2026-10-13

Integrity Wealth Partners, LLC

NEW

Shares1,104

Change+1,104

Value$263.9K

Filed 2026-10-14

Focus Financial Network, Inc.

INCREASED

Shares1,071 from 990

Change+81 (+8%)

Value$256.0K (+$20.3K)

Filed 2026-10-14

Csenge Advisory Group

INCREASED

Shares1,055 from 1,053

Change+2 (+0%)

Value$252.2K (+$1.4K)

Filed 2026-11-04

Savant Capital, LLC

DECREASED

Shares900 from 1,705

Change-805 (-47%)

Value$215.1K (-$171.3K)

Filed 2026-11-06

Oppenheimer & Co Inc

INCREASED

Shares890 from 851

Change+39 (+5%)

Value$212.7K (+$10.0K)

Filed 2026-10-26

Professional Financial Advisors, LLC

INCREASED

Shares872 from 870

Change+2 (+0%)

Value$208.4K (+$1.0K)

Filed 2026-10-13

Golden State Wealth Management, LLC

DECREASED

Shares330 from 566

Change-236 (-42%)

Value$78.9K (-$55.9K)

Filed 2026-11-02

Signaturefd, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$71.7K (+$234)

Filed 2026-10-23

TD Waterhouse Canada Inc.

INCREASED

Shares276 from 6

Change+270 (+4500%)

Value$66.1K (+$64.7K)

Filed 2026-10-16

Creative Financial Designs Inc

UNCHANGED

Shares210 from 210

Change0 (0%)

Value$50.2K (+$164)

Filed 2026-11-04

Silver Grove Financial Group, Inc.

NEW

Shares202

Change+202

Value$48.3K

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares158 from 158

Change0 (0%)

Value$37.8K (+$123)

Filed 2026-11-05

Parkside Financial Bank & Trust

INCREASED

Shares140 from 139

Change+1 (+1%)

Value$33.4K (+$252)

Filed 2026-10-27

RMG Wealth Management LLC

NEW

Shares134

Change+134

Value$33.1K

Filed 2026-10-26

Planning Strategies Inc.

UNCHANGED

Shares131 from 131

Change0 (0%)

Value$31.3K (+$237)

Filed 2026-10-02

Harbor Investment Advisory, LLC

UNCHANGED

Shares130 from 130

Change0 (0%)

Value$31.1K (+$101)

Filed 2026-10-13

Citigroup Inc

NEW

Shares105

Change+105

Value$25.1K

Filed 2026-11-04

Elevation Wealth Partners, LLC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$17.9K (+$59)

Filed 2026-10-07

Assetmark, Inc

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$8.6K (+$29)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$7.4K (+$25)

Filed 2026-11-05

Latitude Advisors, LLC

NEW

Shares18

Change+18

Value$4.4K

Filed 2026-10-27

StoneX Group Inc.

CLOSED

Shares0 from 1,022

Change-1,022 (-100%)

Value$0 (-$242.5K)

Filed 2026-11-03

Key Capital Management, Inc

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$3.9K)

Filed 2026-11-03

LPL Financial LLC

N/A

Shares— from 425,520

Change-425,520 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 143,736

Change-143,736 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 106,043

Change-106,043 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 104,466

Change-104,466 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 103,727

Change-103,727 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 69,572

Change-69,572 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 66,710

Change-66,710 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 53,398

Change-53,398 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 37,868

Change-37,868 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 32,485

Change-32,485 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 31,017

Change-31,017 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 27,943

Change-27,943 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 19,494

Change-19,494 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 18,266

Change-18,266 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 17,669

Change-17,669 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 17,377

Change-17,377 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 12,240

Change-12,240 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 11,848

Change-11,848 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 10,895

Change-10,895 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 9,739

Change-9,739 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 9,598

Change-9,598 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 9,251

Change-9,251 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 8,377

Change-8,377 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 8,173

Change-8,173 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 8,119

Change-8,119 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 8,053

Change-8,053 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,417

Change-6,417 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 6,268

Change-6,268 (-100%)

Value—

Stephens Inc

N/A

Shares— from 5,141

Change-5,141 (-100%)

Value—

Aspire Capital Advisors LLC

N/A

Shares— from 5,028

Change-5,028 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 4,795

Change-4,795 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,776

Change-4,776 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,760

Change-4,760 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 4,603

Change-4,603 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,248

Change-4,248 (-100%)

Value—

MOR Wealth Management, LLC

N/A

Shares— from 3,607

Change-3,607 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 3,501

Change-3,501 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 3,133

Change-3,133 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 3,108

Change-3,108 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 2,137

Change-2,137 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 2,037

Change-2,037 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 1,910

Change-1,910 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 1,880

Change-1,880 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,811

Change-1,811 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 1,811

Change-1,811 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,720

Change-1,720 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 1,631

Change-1,631 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 1,446

Change-1,446 (-100%)

Value—

Avant Capital LLC

N/A

Shares— from 1,431

Change-1,431 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,141

Change-1,141 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 990

Change-990 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 940

Change-940 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 884

Change-884 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 857

Change-857 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 650

Change-650 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 615

Change-615 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 354

Change-354 (-100%)

Value—

UBS Group AG

N/A

Shares— from 298

Change-298 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 296

Change-296 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 95

Change-95 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 71

Change-71 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 68

Change-68 (-100%)

Value—

Oxford Financial Group, Ltd. LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 56

Change-56 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 47

Change-47 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Nadler Financial Group, Inc.	INCREASED	137,235	131,660	+5,575	+4%	$31.4M	$32.8M	+$1.4M	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	114,988	112,828	+2,160	+2%	$26.9M	$27.5K	-$26.8M	2026-11-02
Stackstone Wealth, LLC	NEW	72,513	—	+72,513	—	—	$17.3M	—	2026-10-19
RFG - Bristol Wealth Advisors, LLC	INCREASED	59,621	56,553	+3,068	+5%	$13.5M	$14.2M	+$777.2K	2026-10-09
Systelligence, LLC	DECREASED	56,696	61,831	-5,135	-8%	$14.7M	$5.1M	-$9.6M	2026-11-05
Compass Financial Services Inc	DECREASED	48,929	48,951	-22	0%	$11.7M	$11.7M	+$33.1K	2026-11-06
Absolute Capital Management, LLC	INCREASED	47,599	47,453	+146	+0%	$11.3M	$11.4M	+$72.0K	2026-10-16
ShoreHaven Wealth Partners, LLC	DECREASED	28,231	29,028	-797	-3%	$6.9M	$6.7M	-$167.8K	2026-10-16
J.W. Cole Advisors, Inc.	INCREASED	26,596	24,862	+1,734	+7%	$5.9M	$6.4M	+$433.8K	2026-11-05
USAdvisors Wealth Management, LLC	INCREASED	22,819	22,049	+770	+3%	$5.3M	$5.5K	-$5.2M	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	11,740	12,298	-558	-5%	$2.9M	$2.8M	-$123.7K	2026-11-02
Creative Planning	INCREASED	11,466	11,260	+206	+2%	$2.7M	$2.7M	+$58.0K	2026-11-02
Roger Wittlin Investment Advisory, LLC	DECREASED	11,222	12,976	-1,754	-14%	$3.1M	$2.7M	-$409.2K	2026-10-19
Partners Wealth Management, LLC	NEW	10,124	—	+10,124	—	—	$2.4M	—	2026-10-28
Foronjy Financial LLC	INCREASED	8,956	8,755	+201	+2%	$2.1M	$2.1M	+$55.0K	2026-10-14
CoreCap Advisors, LLC	INCREASED	6,003	5,806	+197	+3%	$1.4M	$1.4M	+$51.8K	2026-10-08
Henderson Brothers Financial Partners, LLC	INCREASED	5,530	2,937	+2,593	+88%	$699.6K	$1.3M	+$622.0K	2026-11-03
Kestra Advisory Services, LLC	INCREASED	5,125	2,765	+2,360	+85%	$658.7K	$1.2M	+$566.0K	2026-11-02
Truist Financial Corp	DECREASED	4,879	6,216	-1,337	-22%	$1.5M	$1.2M	-$314.8K	2026-10-30
Keystone Wealth Services, LLC	DECREASED	4,096	4,161	-65	-2%	$991.3K	$983.1K	-$8.2K	2026-11-03
HUB Investment Partners, LLC	INCREASED	4,034	3,506	+528	+15%	$835.2K	$964.0K	+$128.8K	2026-11-03
Flagship Wealth Advisors, LLC	INCREASED	3,895	1,242	+2,653	+214%	$295.9K	$930.9K	+$635.0K	2026-11-03
Saxon Interests, Inc.	UNCHANGED	3,515	3,515	0	0%	$837.3K	$840.0K	+$2.7K	2026-10-26
Comprehensive Financial Planning, Inc.	INCREASED	3,279	3,266	+13	+0%	$778.0K	$783.9K	+$5.9K	2026-10-27
Opulen Financial Group LLC	INCREASED	2,989	2,976	+13	+0%	$709.0K	$714.4K	+$5.4K	2026-10-22
Concurrent Investment Advisors, LLC	INCREASED	2,948	2,844	+104	+4%	$677.4K	$704.6K	+$27.3K	2026-10-16
Capital Square, LLC	INCREASED	2,660	2,256	+404	+18%	$544.1K	$635.7K	+$91.7K	2026-10-19
Wealthcare Advisory Partners LLC	DECREASED	2,137	2,267	-130	-6%	$540.0K	$510.7K	-$29.3K	2026-10-21
Compass Planning Associates Inc	INCREASED	1,738	1,731	+7	+0%	$412.3K	$415.4K	+$3.1K	2026-10-13
Wealth Enhancement Advisory Services, LLC	DECREASED	1,671	1,696	-25	-1%	$409.0K	$406.6K	-$2.4K	2026-10-13
Argyle Capital Partners, LLC	INCREASED	1,634	1,563	+71	+5%	$372.3K	$390.5K	+$18.2K	2026-10-23
Flagship Private Wealth, LLC	UNCHANGED	1,454	1,454	0	0%	$346.3K	$347.5K	+$1.1K	2026-11-05
AdvisorNet Financial, Inc	INCREASED	1,444	1,270	+174	+14%	$302.5K	$351.9K	+$49.4K	2026-10-15
SAX Wealth Advisors, LLC	UNCHANGED	1,417	1,417	0	0%	$304.6K	$338.6K	+$34.0K	2026-10-13
Lanark Financial, Inc.	INCREASED	1,343	1,086	+257	+24%	$258.7K	$321.0K	+$62.3K	2026-10-26
Private Trust Co NA	UNCHANGED	1,243	1,243	0	0%	$296.1K	$297.1K	+$970	2026-10-20
Dynamic Advisor Solutions LLC	DECREASED	1,173	1,177	-4	0%	$280.3K	$280.3K	-$12	2026-10-13
Integrity Wealth Partners, LLC	NEW	1,104	—	+1,104	—	—	$263.9K	—	2026-10-14
Focus Financial Network, Inc.	INCREASED	1,071	990	+81	+8%	$235.8K	$256.0K	+$20.3K	2026-10-14
Csenge Advisory Group	INCREASED	1,055	1,053	+2	+0%	$250.8K	$252.2K	+$1.4K	2026-11-04
Savant Capital, LLC	DECREASED	900	1,705	-805	-47%	$386.4K	$215.1K	-$171.3K	2026-11-06
Oppenheimer & Co Inc	INCREASED	890	851	+39	+5%	$202.7K	$212.7K	+$10.0K	2026-10-26
Professional Financial Advisors, LLC	INCREASED	872	870	+2	+0%	$207.3K	$208.4K	+$1.0K	2026-10-13
Golden State Wealth Management, LLC	DECREASED	330	566	-236	-42%	$134.9K	$78.9K	-$55.9K	2026-11-02
Signaturefd, LLC	UNCHANGED	300	300	0	0%	$71.5K	$71.7K	+$234	2026-10-23
TD Waterhouse Canada Inc.	INCREASED	276	6	+270	+4500%	$1.4K	$66.1K	+$64.7K	2026-10-16
Creative Financial Designs Inc	UNCHANGED	210	210	0	0%	$50.0K	$50.2K	+$164	2026-11-04
Silver Grove Financial Group, Inc.	NEW	202	—	+202	—	—	$48.3K	—	2026-11-05
Fifth Third Bancorp	UNCHANGED	158	158	0	0%	$37.6K	$37.8K	+$123	2026-11-05
Parkside Financial Bank & Trust	INCREASED	140	139	+1	+1%	$33.1K	$33.4K	+$252	2026-10-27
RMG Wealth Management LLC	NEW	134	—	+134	—	—	$33.1K	—	2026-10-26
Planning Strategies Inc.	UNCHANGED	131	131	0	0%	$31.1K	$31.3K	+$237	2026-10-02
Harbor Investment Advisory, LLC	UNCHANGED	130	130	0	0%	$31.0K	$31.1K	+$101	2026-10-13
Citigroup Inc	NEW	105	—	+105	—	—	$25.1K	—	2026-11-04
Elevation Wealth Partners, LLC	UNCHANGED	75	75	0	0%	$17.9K	$17.9K	+$59	2026-10-07
Assetmark, Inc	UNCHANGED	36	36	0	0%	$8.6K	$8.6K	+$29	2026-10-21
US Bancorp \de\	UNCHANGED	31	31	0	0%	$7.4K	$7.4K	+$25	2026-11-05
Latitude Advisors, LLC	NEW	18	—	+18	—	—	$4.4K	—	2026-10-27
StoneX Group Inc.	CLOSED	0	1,022	-1,022	-100%	$242.5K	$0	-$242.5K	2026-11-03
Key Capital Management, Inc	CLOSED	0	16	-16	-100%	$3.9K	$0	-$3.9K	2026-11-03
LPL Financial LLC	N/A	—	425,520	-425,520	-100%	$101.4M	—	—	—
Ameriprise Financial Inc	N/A	—	143,736	-143,736	-100%	$34.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	106,043	-106,043	-100%	$25.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	104,466	-104,466	-100%	$24.9M	—	—	—
Raymond James Financial Inc	N/A	—	103,727	-103,727	-100%	$24.7M	—	—	—
Bank of America Corp	N/A	—	69,572	-69,572	-100%	$16.6M	—	—	—
Morgan Stanley	N/A	—	66,710	-66,710	-100%	$15.9M	—	—	—
MAI Capital Management	N/A	—	53,398	-53,398	-100%	$12.7M	—	—	—
Graney & King, LLC	N/A	—	37,868	-37,868	-100%	$9.0M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	32,485	-32,485	-100%	$7.7M	—	—	—
JPMorgan Chase & Co	N/A	—	31,017	-31,017	-100%	$7.4M	—	—	—
Cetera Investment Advisers	N/A	—	27,943	-27,943	-100%	$6.7M	—	—	—
Royal Bank of Canada	N/A	—	19,494	-19,494	-100%	$4.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	18,266	-18,266	-100%	$4.4M	—	—	—
MML Investors Services, LLC	N/A	—	17,669	-17,669	-100%	$4.2M	—	—	—
Private Advisor Group, LLC	N/A	—	17,377	-17,377	-100%	$4.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	12,240	-12,240	-100%	$2.9M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	11,848	-11,848	-100%	$2.8M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	10,895	-10,895	-100%	$2.6M	—	—	—
Money Concepts Capital Corp	N/A	—	9,739	-9,739	-100%	$2.3M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	9,598	-9,598	-100%	$2.3M	—	—	—
Raffa Wealth Management, LLC	N/A	—	9,251	-9,251	-100%	$2.2M	—	—	—
Merit Financial Group, LLC	N/A	—	8,377	-8,377	-100%	$2.0M	—	—	—
Shelton Capital Management	N/A	—	8,173	-8,173	-100%	$1.9M	—	—	—
World Investment Advisors	N/A	—	8,119	-8,119	-100%	$1.8M	—	—	—
Smartleaf Asset Management LLC	N/A	—	8,053	-8,053	-100%	$1.9M	—	—	—
NewEdge Advisors, LLC	N/A	—	6,417	-6,417	-100%	$1.5M	—	—	—
GTS Securities LLC	N/A	—	6,268	-6,268	-100%	$1.5M	—	—	—
Stephens Inc	N/A	—	5,141	-5,141	-100%	$1.2M	—	—	—
Aspire Capital Advisors LLC	N/A	—	5,028	-5,028	-100%	$1.2M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	4,795	-4,795	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	4,776	-4,776	-100%	$1.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	4,760	-4,760	-100%	$1.1M	—	—	—
HighPoint Advisor Group LLC	N/A	—	4,603	-4,603	-100%	$1.1M	—	—	—
Global Retirement Partners, LLC	N/A	—	4,248	-4,248	-100%	$1.0M	—	—	—
MOR Wealth Management, LLC	N/A	—	3,607	-3,607	-100%	$859.2K	—	—	—
Level Four Advisory Services, LLC	N/A	—	3,501	-3,501	-100%	$834.1K	—	—	—
Pathstone Holdings, LLC	N/A	—	3,133	-3,133	-100%	$746.3K	—	—	—
Waterloo Capital, L.P.	N/A	—	3,108	-3,108	-100%	$740.3K	—	—	—
Western Wealth Management, LLC	N/A	—	2,137	-2,137	-100%	$509.1K	—	—	—
Keystone Financial Group	N/A	—	2,037	-2,037	-100%	$485.3K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	1,910	-1,910	-100%	$454.9K	—	—	—
HighTower Advisors, LLC	N/A	—	1,880	-1,880	-100%	$447.9K	—	—	—
FMR LLC	N/A	—	1,811	-1,811	-100%	$431.4K	—	—	—
Brown Advisory Inc	N/A	—	1,811	-1,811	-100%	$431.4K	—	—	—
Citadel Advisors LLC	N/A	—	1,720	-1,720	-100%	$409.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	1,631	-1,631	-100%	$388.6K	—	—	—
Cofg Advisors, LLC	N/A	—	1,446	-1,446	-100%	$344.4K	—	—	—
Avant Capital LLC	N/A	—	1,431	-1,431	-100%	$340.9K	—	—	—
Two Sigma Investments, LP	N/A	—	1,200	-1,200	-100%	$285.8K	—	—	—
AQR Capital Management LLC	N/A	—	1,141	-1,141	-100%	$271.8K	—	—	—
Pacific SUN Financial Corp	N/A	—	990	-990	-100%	$235.8K	—	—	—
Cerity Partners LLC	N/A	—	940	-940	-100%	$223.9K	—	—	—
Allworth Financial LP	N/A	—	884	-884	-100%	$210.5K	—	—	—
Hilltop Holdings Inc.	N/A	—	857	-857	-100%	$204.0K	—	—	—
Arax Advisory Partners	N/A	—	650	-650	-100%	$154.9K	—	—	—
Centaurus Financial, Inc.	N/A	—	615	-615	-100%	$146.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	354	-354	-100%	$84.3K	—	—	—
UBS Group AG	N/A	—	298	-298	-100%	$71.0K	—	—	—
BlackRock, Inc.	N/A	—	296	-296	-100%	$70.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	95	-95	-100%	$22.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	71	-71	-100%	$16.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	68	-68	-100%	$16.2K	—	—	—
Oxford Financial Group, Ltd. LLC	N/A	—	57	-57	-100%	$13.7K	—	—	—
Russell Investments Group, Ltd.	N/A	—	56	-56	-100%	$13.4K	—	—	—
Wells Fargo & Company	N/A	—	47	-47	-100%	$11.2K	—	—	—
BFC Planning, Inc.	N/A	—	1	-1	-100%	$238	—	—	—

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