SS Spdr P Corp Bond ETF (SPBO)

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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Assetmark, Inc

INCREASED

Shares2,623,495 from 2,328,329

Change+295,166 (+13%)

Value$72.1M (+$4.5M)

Filed 2026-10-21

Procyon Advisors, LLC

INCREASED

Shares2,048,577 from 1,910,729

Change+137,848 (+7%)

Value$56.3M (+$827.8K)

Filed 2026-10-21

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares1,793,161 from 1,703,349

Change+89,812 (+5%)

Value$49.3M (-$171.2K)

Filed 2026-10-29

Exchange Traded Concepts, LLC

INCREASED

Shares1,737,367 from 1,657,547

Change+79,820 (+5%)

Value$47.8M (-$374.9K)

Filed 2026-10-28

CX Institutional

DECREASED

Shares1,386,153 from 2,095,671

Change-709,518 (-34%)

Value$38.1K (-$22.8K)

Filed 2026-10-02

Summit Financial Wealth Advisors, LLC

DECREASED

Shares1,142,910 from 1,189,025

Change-46,115 (-4%)

Value$31.4M (-$3.1M)

Filed 2026-10-15

Arkansas Financial Group, Inc.

INCREASED

Shares1,064,470 from 962,946

Change+101,524 (+11%)

Value$29.3M (+$1.3M)

Filed 2026-10-26

Sterling Manor Financial, LLC

NEW

Shares760,411

Change+760,411

Value$20.9M

Filed 2026-10-21

Ritholtz Wealth Management

INCREASED

Shares547,777 from 88,982

Change+458,795 (+516%)

Value$15.1M (+$12.5M)

Filed 2026-11-05

Flagship Harbor Advisors, LLC

INCREASED

Shares504,569 from 415,885

Change+88,684 (+21%)

Value$13.9M (+$1.8M)

Filed 2026-10-26

Thrivent Financial for Lutherans

DECREASED

Shares364,783 from 396,808

Change-32,025 (-8%)

Value$10.0K (-$11.5M)

Filed 2026-11-05

Hobart Private Capital, LLC

INCREASED

Shares320,076 from 307,667

Change+12,409 (+4%)

Value$8.8M (-$135.8K)

Filed 2026-10-19

North Dakota State Investment Board

UNCHANGED

Shares311,928 from 311,928

Change0 (0%)

Value$8.6M (-$483.5K)

Filed 2026-10-27

Jacobi Capital Management LLC

INCREASED

Shares237,495 from 231,662

Change+5,833 (+3%)

Value$6.5M (-$198.8K)

Filed 2026-11-05

5th Street Advisors, LLC

DECREASED

Shares175,352 from 178,166

Change-2,814 (-2%)

Value$4.8M (-$353.5K)

Filed 2026-11-04

Melone Private Wealth, LLC

INCREASED

Shares171,725 from 169,598

Change+2,127 (+1%)

Value$4.7M (-$204.4K)

Filed 2026-10-16

Tradewinds Capital Management, LLC

INCREASED

Shares147,690 from 123,188

Change+24,502 (+20%)

Value$4.1M (+$482.6K)

Filed 2026-10-23

Compound Planning, Inc.

INCREASED

Shares105,664 from 47,574

Change+58,090 (+122%)

Value$2.9M (+$1.5M)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares104,618 from 96,975

Change+7,643 (+8%)

Value$2.9M (+$59.8K)

Filed 2026-11-02

Diversify Wealth Management, LLC

NEW

Shares92,082

Change+92,082

Value$2.6M

Filed 2026-10-20

Diversify Advisory Services, LLC

NEW

Shares92,082

Change+92,082

Value$2.6M

Filed 2026-10-20

Asset Management One Co., Ltd.

DECREASED

Shares78,580 from 152,180

Change-73,600 (-48%)

Value$2.2M (-$2.3M)

Filed 2026-10-27

Quadrant Private Wealth Management, LLC

INCREASED

Shares70,076 from 54,902

Change+15,174 (+28%)

Value$1.9M (+$332.0K)

Filed 2026-11-04

Park Avenue Securities LLC

NEW

Shares54,305

Change+54,305

Value$1.5K

Filed 2026-10-26

Breakwater Capital Group

DECREASED

Shares53,431 from 140,249

Change-86,818 (-62%)

Value$1.5M (-$2.6M)

Filed 2026-10-09

National Wealth Management Group, LLC

INCREASED

Shares51,415 from 48,128

Change+3,287 (+7%)

Value$1.4M (+$15.8K)

Filed 2026-10-26

David Kennon Inc

DECREASED

Shares51,304 from 52,207

Change-903 (-2%)

Value$1.4M (-$105.7K)

Filed 2026-10-13

ShoreHaven Wealth Partners, LLC

INCREASED

Shares45,518 from 27,777

Change+17,741 (+64%)

Value$1.3M (+$444.6K)

Filed 2026-10-16

US Bancorp \de\

INCREASED

Shares38,319 from 34,804

Change+3,515 (+10%)

Value$1.1M (+$42.7K)

Filed 2026-11-05

Detalus Advisors, LLC

INCREASED

Shares37,370 from 23,616

Change+13,754 (+58%)

Value$1.0M (+$341.5K)

Filed 2026-10-15

Guardian Asset Advisors, LLC

INCREASED

Shares34,136 from 31,610

Change+2,526 (+8%)

Value$938.4K (+$20.5K)

Filed 2026-10-16

Center For Asset Management LLC

DECREASED

Shares33,964 from 59,709

Change-25,745 (-43%)

Value$933.7K (-$800.3K)

Filed 2026-10-16

Keystone Wealth Services, LLC

DECREASED

Shares33,626 from 34,019

Change-393 (-1%)

Value$926.7K (-$61.2K)

Filed 2026-11-03

Savant Capital, LLC

DECREASED

Shares33,190 from 71,220

Change-38,030 (-53%)

Value$912.4K (-$1.2M)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares31,049 from 43,285

Change-12,236 (-28%)

Value$853.6K (-$403.5K)

Filed 2026-10-08

Creative Planning

INCREASED

Shares30,638 from 29,272

Change+1,366 (+5%)

Value$842.2K (-$7.8K)

Filed 2026-11-02

Florida Trust Wealth Management Co

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$824.7K (-$46.5K)

Filed 2026-11-05

Vise Technologies, Inc.

DECREASED

Shares21,974 from 23,974

Change-2,000 (-8%)

Value$604.1K (-$92.1K)

Filed 2026-10-29

Ascent Group, LLC

INCREASED

Shares17,992 from 14,509

Change+3,483 (+24%)

Value$494.6K (+$73.3K)

Filed 2026-10-30

Citigroup Inc

INCREASED

Shares16,672 from 15,483

Change+1,189 (+8%)

Value$458.3K (+$8.7K)

Filed 2026-11-04

Founders Grove Wealth Partners, LLC

NEW

Shares16,150

Change+16,150

Value$444.0K

Filed 2026-10-16

Advisor Resource Council

DECREASED

Shares15,852 from 39,580

Change-23,728 (-60%)

Value$434.7K (-$710.8K)

Filed 2026-11-05

Next Level Wealth Planning, LLC

INCREASED

Shares15,764 from 9,483

Change+6,281 (+66%)

Value$433.4K (+$158.0K)

Filed 2026-10-29

American State Bank (Iowa)

INCREASED

Shares15,243 from 10,197

Change+5,046 (+49%)

Value$419.0K (+$122.9K)

Filed 2026-11-03

First Heartland Consultants, Inc.

INCREASED

Shares14,734 from 13,949

Change+785 (+6%)

Value$405.0K (-$53)

Filed 2026-10-08

Invenio Wealth Partners LLC

DECREASED

Shares14,077 from 21,377

Change-7,300 (-34%)

Value$387.0K (-$233.8K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares13,389 from 13,950

Change-561 (-4%)

Value$368 (-$404.6K)

Filed 2026-11-02

StoneX Group Inc.

NEW

Shares12,755

Change+12,755

Value$356.4K

Filed 2026-11-03

Visionary Horizons, LLC

INCREASED

Shares12,498 from 10,496

Change+2,002 (+19%)

Value$343.6K (+$38.7K)

Filed 2026-10-22

RFG Advisory, LLC

NEW

Shares12,478

Change+12,478

Value$343.0K

Filed 2026-11-03

Flaharty Asset Management, LLC

DECREASED

Shares12,245 from 58,923

Change-46,678 (-79%)

Value$335.6K (-$1.4M)

Filed 2026-11-02

CoreCap Advisors, LLC

DECREASED

Shares12,159 from 15,142

Change-2,983 (-20%)

Value$334.3K (-$105.5K)

Filed 2026-10-08

Concurrent Investment Advisors, LLC

INCREASED

Shares11,921 from 11,609

Change+312 (+3%)

Value$327.7K (-$9.4K)

Filed 2026-10-16

Truist Financial Corp

DECREASED

Shares10,708 from 11,075

Change-367 (-3%)

Value$294.4K (-$27.3K)

Filed 2026-10-30

Shepherd Financial Partners LLC

NEW

Shares10,183

Change+10,183

Value$279.9K

Filed 2026-11-03

Tennessee Valley Asset Management Partners

INCREASED

Shares10,069 from 9,915

Change+154 (+2%)

Value$276.8K (-$11.1K)

Filed 2026-11-03

Sagespring Wealth Partners, LLC

NEW

Shares9,975

Change+9,975

Value$274.2K

Filed 2026-10-22

Aire Advisors, LLC

INCREASED

Shares9,920 from 9,885

Change+35 (+0%)

Value$272.7K (-$14.4K)

Filed 2026-10-22

Ashton Thomas Private Wealth, LLC

INCREASED

Shares9,909 from 9,865

Change+44 (+0%)

Value$272.4K (-$14.1K)

Filed 2026-11-03

Parallel Advisors, LLC

UNCHANGED

Shares9,794 from 9,794

Change0 (0%)

Value$269.2K (-$15.2K)

Filed 2026-11-03

Lazari Capital Management, Inc.

NEW

Shares9,740

Change+9,740

Value$267.8K

Filed 2026-10-20

Kestra Advisory Services, LLC

DECREASED

Shares9,645 from 22,973

Change-13,328 (-58%)

Value$265.1K (-$402.0K)

Filed 2026-11-02

Entrewealth, LLC

NEW

Shares9,453

Change+9,453

Value$259.9K

Filed 2026-10-14

Caldwell Trust Co

UNCHANGED

Shares9,303 from 9,303

Change0 (0%)

Value$255.7K (-$14.4K)

Filed 2026-10-30

Arrien Investments, Inc.

DECREASED

Shares9,025 from 10,254

Change-1,229 (-12%)

Value$248.1K (-$49.7K)

Filed 2026-10-30

Arlington Financial Advisors, LLC

UNCHANGED

Shares8,264 from 8,264

Change0 (0%)

Value$227.2K (-$12.8K)

Filed 2026-10-19

Sanchez Gaunt Capital Management, LLC

INCREASED

Shares7,949 from 7,424

Change+525 (+7%)

Value$218.5K (+$2.9K)

Filed 2026-11-03

NWF Advisory Services Inc.

INCREASED

Shares7,932 from 7,859

Change+73 (+1%)

Value$218.1K (-$10.2K)

Filed 2026-10-19

Fifth Third Bancorp

INCREASED

Shares6,756 from 6,586

Change+170 (+3%)

Value$185.7K (-$5.5K)

Filed 2026-11-05

Private Trust Co NA

INCREASED

Shares5,861 from 5,640

Change+221 (+4%)

Value$161.1K (-$2.7K)

Filed 2026-10-20

Breakwater Investment Management

DECREASED

Shares5,296 from 13,089

Change-7,793 (-60%)

Value$145.6K (-$234.5K)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

INCREASED

Shares4,564 from 3,928

Change+636 (+16%)

Value$125.6K (+$11.5K)

Filed 2026-10-30

Decker Retirement Planning Inc.

INCREASED

Shares2,552 from 2,047

Change+505 (+25%)

Value$70.2K (+$10.7K)

Filed 2026-10-19

Westside Investment Management, Inc.

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$68.7K (-$3.9K)

Filed 2026-11-02

Triumph Capital Management

INCREASED

Shares2,263 from 1,063

Change+1,200 (+113%)

Value$62.2K (+$31.3K)

Filed 2026-10-14

Quest 10 Wealth Builders, Inc.

INCREASED

Shares1,908 from 943

Change+965 (+102%)

Value$52.5K (+$25.1K)

Filed 2026-11-02

Eastern Bank

UNCHANGED

Shares1,798 from 1,798

Change0 (0%)

Value$49.4K (-$2.8K)

Filed 2026-10-05

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares1,714 from 1,714

Change0 (0%)

Value$47.1K (-$2.7K)

Filed 2026-10-15

Richardson Financial Services Inc.

INCREASED

Shares1,405 from 1,263

Change+142 (+11%)

Value$38.6K (+$1.9K)

Filed 2026-10-30

Creative Financial Designs Inc

INCREASED

Shares1,389 from 1,385

Change+4 (+0%)

Value$38.2K (-$2.0K)

Filed 2026-11-04

Creative Capital Management Investments LLC

UNCHANGED

Shares1,333 from 1,333

Change0 (0%)

Value$36.6K (-$2.1K)

Filed 2026-10-28

Rossby Financial, LCC

INCREASED

Shares1,089 from 851

Change+238 (+28%)

Value$29.9K (+$5.2K)

Filed 2026-11-05

MJT & Associates Financial Advisory Group, Inc.

DECREASED

Shares1,002 from 1,201

Change-199 (-17%)

Value$27.5K (-$7.3K)

Filed 2026-10-07

Bfsg, LLC

UNCHANGED

Shares675 from 675

Change0 (0%)

Value$18.6K (-$1.0K)

Filed 2026-10-30

IFP Advisors, Inc

INCREASED

Shares647 from 542

Change+105 (+19%)

Value$17.8K (+$2.0K)

Filed 2026-10-16

Elevated Capital Advisors, LLC

DECREASED

Shares460 from 11,279

Change-10,819 (-96%)

Value$12.6K (-$314.9K)

Filed 2026-11-04

Signature Equity Partners, LLC

NEW

Shares402

Change+402

Value$11.1K

Filed 2026-10-29

Simplex Trading, LLC

INCREASED

Shares346 from 249

Change+97 (+39%)

Value$9.5K (+$2.3K)

Filed 2026-11-04

Highline Wealth Partners LLC

DECREASED

Shares322 from 346

Change-24 (-7%)

Value$8.9K (-$1.2K)

Filed 2026-10-19

Hoey Investments, Inc

UNCHANGED

Shares260 from 260

Change0 (0%)

Value$7.1K (-$403)

Filed 2026-10-29

Pflug Koory, LLC

INCREASED

Shares218 from 215

Change+3 (+1%)

Value$6.0K (-$256)

Filed 2026-10-26

Nvest Wealth Strategies, Inc.

NEW

Shares172

Change+172

Value$4.7K

Filed 2026-10-14

Spire Wealth Management

UNCHANGED

Shares167 from 167

Change0 (0%)

Value$4.6K (-$259)

Filed 2026-10-30

Tounjian Advisory Partners, LLC

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$3.9K (-$222)

Filed 2026-11-04

AlphaCore Capital LLC

UNCHANGED

Shares138 from 138

Change0 (0%)

Value$3.8K (-$214)

Filed 2026-11-04

Cape Investment Advisory, Inc.

NEW

Shares128

Change+128

Value$3.5K

Filed 2026-10-13

Kingdom Financial Group Llc.

INCREASED

Shares105 from 1

Change+104 (+10400%)

Value$2.9K (+$2.9K)

Filed 2026-11-04

Beacon Financial Strategies Corp

NEW

Shares70

Change+70

Value$1.9K

Filed 2026-10-14

Wagner Wealth Management, LLC

DECREASED

Shares17 from 75

Change-58 (-77%)

Value$467 (-$1.7K)

Filed 2026-10-21

Compass Financial Management LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$330 (-$18)

Filed 2026-10-30

Silver Grove Financial Group, Inc.

NEW

Shares8

Change+8

Value$220

Filed 2026-11-05

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$138 (-$8)

Filed 2026-10-16

Sovran Advisors, LLC

CLOSED

Shares0 from 9,839

Change-9,839 (-100%)

Value$0 (-$281.2K)

Filed 2026-11-02

APS Management Group, Inc.

CLOSED

Shares0 from 8,329

Change-8,329 (-100%)

Value$0 (-$241.9K)

Filed 2026-10-14

Simplicity Wealth,LLC

CLOSED

Shares0 from 7,164

Change-7,164 (-100%)

Value$0 (-$208.0K)

Filed 2026-10-23

Nations Financial Group Inc,

CLOSED

Shares0 from 7,092

Change-7,092 (-100%)

Value$0 (-$206.0K)

Filed 2026-11-05

Blue Trust, Inc.

CLOSED

Shares0 from 851

Change-851 (-100%)

Value$0 (-$24.7K)

Filed 2026-10-15

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$14.5K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 427

Change-427 (-100%)

Value$0 (-$12.4K)

Filed 2026-11-04

Archer Investment Corp

CLOSED

Shares0 from 325

Change-325 (-100%)

Value$0 (-$9.4K)

Filed 2026-11-05

SYM Financial Corp

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$1.0K)

Filed 2026-10-26

Ameriprise Financial Inc

N/A

Shares— from 8,324,643

Change-8,324,643 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 2,786,418

Change-2,786,418 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,317,936

Change-2,317,936 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,914,852

Change-1,914,852 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 1,874,355

Change-1,874,355 (-100%)

Value—

Nepc LLC

N/A

Shares— from 1,669,124

Change-1,669,124 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,631,201

Change-1,631,201 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,102,771

Change-1,102,771 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,080,256

Change-1,080,256 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 828,567

Change-828,567 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 709,247

Change-709,247 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 698,681

Change-698,681 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 601,055

Change-601,055 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 450,676

Change-450,676 (-100%)

Value—

Allstate Corp

N/A

Shares— from 438,111

Change-438,111 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 433,588

Change-433,588 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 393,988

Change-393,988 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 380,197

Change-380,197 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 365,302

Change-365,302 (-100%)

Value—

Bank Hapoalim BM

N/A

Shares— from 346,250

Change-346,250 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 296,451

Change-296,451 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 269,799

Change-269,799 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 261,058

Change-261,058 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 187,266

Change-187,266 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 180,193

Change-180,193 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 174,195

Change-174,195 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 173,089

Change-173,089 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 172,535

Change-172,535 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 163,990

Change-163,990 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 162,442

Change-162,442 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 159,916

Change-159,916 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 151,263

Change-151,263 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 130,896

Change-130,896 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 126,638

Change-126,638 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 115,697

Change-115,697 (-100%)

Value—

State Street Corp

N/A

Shares— from 105,032

Change-105,032 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 97,330

Change-97,330 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 84,580

Change-84,580 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 79,880

Change-79,880 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 61,118

Change-61,118 (-100%)

Value—

Strategic Investment Advisors / MI

N/A

Shares— from 53,308

Change-53,308 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 52,777

Change-52,777 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 48,965

Change-48,965 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 48,604

Change-48,604 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 46,893

Change-46,893 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 45,779

Change-45,779 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 45,257

Change-45,257 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 30,380

Change-30,380 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 29,132

Change-29,132 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 28,704

Change-28,704 (-100%)

Value—

Alesco Advisors, LLC, An ESL Co

N/A

Shares— from 23,737

Change-23,737 (-100%)

Value—

Laraway Financial Advisors Inc

N/A

Shares— from 21,774

Change-21,774 (-100%)

Value—

Betterment LLC

N/A

Shares— from 21,582

Change-21,582 (-100%)

Value—

Sanchez Levi Garrett

N/A

Shares— from 17,006

Change-17,006 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 16,151

Change-16,151 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 15,772

Change-15,772 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 13,850

Change-13,850 (-100%)

Value—

Rice Partnership, LLC

N/A

Shares— from 13,356

Change-13,356 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 13,035

Change-13,035 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 10,151

Change-10,151 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 8,435

Change-8,435 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 8,166

Change-8,166 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 7,598

Change-7,598 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 7,595

Change-7,595 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,411

Change-6,411 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,828

Change-5,828 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 5,397

Change-5,397 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 4,283

Change-4,283 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 2,806

Change-2,806 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,511

Change-2,511 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 2,335

Change-2,335 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,732

Change-1,732 (-100%)

Value—

Collier Financial

N/A

Shares— from 1,696

Change-1,696 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,338

Change-1,338 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1,292

Change-1,292 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,102

Change-1,102 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 978

Change-978 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 530

Change-530 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 439

Change-439 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 408

Change-408 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 356

Change-356 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 300

Change-300 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 299

Change-299 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 294

Change-294 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 260

Change-260 (-100%)

Value—

Virtus Fixed Income Advisers, LLC

N/A

Shares— from 243

Change-243 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 122

Change-122 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 73

Change-73 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 48

Change-48 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

	Status
Assetmark, Inc	INCREASED	2,623,495	2,328,329	+295,166	+13%	$67.6M	$72.1M	+$4.5M	2026-10-21
Procyon Advisors, LLC	INCREASED	2,048,577	1,910,729	+137,848	+7%	$55.5M	$56.3M	+$827.8K	2026-10-21
Gerber Kawasaki Wealth & Investment Management	INCREASED	1,793,161	1,703,349	+89,812	+5%	$49.5M	$49.3M	-$171.2K	2026-10-29
Exchange Traded Concepts, LLC	INCREASED	1,737,367	1,657,547	+79,820	+5%	$48.1M	$47.8M	-$374.9K	2026-10-28
CX Institutional	DECREASED	1,386,153	2,095,671	-709,518	-34%	$60.9K	$38.1K	-$22.8K	2026-10-02
Summit Financial Wealth Advisors, LLC	DECREASED	1,142,910	1,189,025	-46,115	-4%	$34.5M	$31.4M	-$3.1M	2026-10-15
Arkansas Financial Group, Inc.	INCREASED	1,064,470	962,946	+101,524	+11%	$28.0M	$29.3M	+$1.3M	2026-10-26
Sterling Manor Financial, LLC	NEW	760,411	—	+760,411	—	—	$20.9M	—	2026-10-21
Ritholtz Wealth Management	INCREASED	547,777	88,982	+458,795	+516%	$2.6M	$15.1M	+$12.5M	2026-11-05
Flagship Harbor Advisors, LLC	INCREASED	504,569	415,885	+88,684	+21%	$12.1M	$13.9M	+$1.8M	2026-10-26
Thrivent Financial for Lutherans	DECREASED	364,783	396,808	-32,025	-8%	$11.5M	$10.0K	-$11.5M	2026-11-05
Hobart Private Capital, LLC	INCREASED	320,076	307,667	+12,409	+4%	$8.9M	$8.8M	-$135.8K	2026-10-19
North Dakota State Investment Board	UNCHANGED	311,928	311,928	0	0%	$9.1M	$8.6M	-$483.5K	2026-10-27
Jacobi Capital Management LLC	INCREASED	237,495	231,662	+5,833	+3%	$6.7M	$6.5M	-$198.8K	2026-11-05
5th Street Advisors, LLC	DECREASED	175,352	178,166	-2,814	-2%	$5.2M	$4.8M	-$353.5K	2026-11-04
Melone Private Wealth, LLC	INCREASED	171,725	169,598	+2,127	+1%	$4.9M	$4.7M	-$204.4K	2026-10-16
Tradewinds Capital Management, LLC	INCREASED	147,690	123,188	+24,502	+20%	$3.6M	$4.1M	+$482.6K	2026-10-23
Compound Planning, Inc.	INCREASED	105,664	47,574	+58,090	+122%	$1.4M	$2.9M	+$1.5M	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	104,618	96,975	+7,643	+8%	$2.8M	$2.9M	+$59.8K	2026-11-02
Diversify Wealth Management, LLC	NEW	92,082	—	+92,082	—	—	$2.6M	—	2026-10-20
Diversify Advisory Services, LLC	NEW	92,082	—	+92,082	—	—	$2.6M	—	2026-10-20
Asset Management One Co., Ltd.	DECREASED	78,580	152,180	-73,600	-48%	$4.4M	$2.2M	-$2.3M	2026-10-27
Quadrant Private Wealth Management, LLC	INCREASED	70,076	54,902	+15,174	+28%	$1.6M	$1.9M	+$332.0K	2026-11-04
Park Avenue Securities LLC	NEW	54,305	—	+54,305	—	—	$1.5K	—	2026-10-26
Breakwater Capital Group	DECREASED	53,431	140,249	-86,818	-62%	$4.1M	$1.5M	-$2.6M	2026-10-09
National Wealth Management Group, LLC	INCREASED	51,415	48,128	+3,287	+7%	$1.4M	$1.4M	+$15.8K	2026-10-26
David Kennon Inc	DECREASED	51,304	52,207	-903	-2%	$1.5M	$1.4M	-$105.7K	2026-10-13
ShoreHaven Wealth Partners, LLC	INCREASED	45,518	27,777	+17,741	+64%	$806.7K	$1.3M	+$444.6K	2026-10-16
US Bancorp \de\	INCREASED	38,319	34,804	+3,515	+10%	$1.0M	$1.1M	+$42.7K	2026-11-05
Detalus Advisors, LLC	INCREASED	37,370	23,616	+13,754	+58%	$685.8K	$1.0M	+$341.5K	2026-10-15
Guardian Asset Advisors, LLC	INCREASED	34,136	31,610	+2,526	+8%	$918.0K	$938.4K	+$20.5K	2026-10-16
Center For Asset Management LLC	DECREASED	33,964	59,709	-25,745	-43%	$1.7M	$933.7K	-$800.3K	2026-10-16
Keystone Wealth Services, LLC	DECREASED	33,626	34,019	-393	-1%	$987.9K	$926.7K	-$61.2K	2026-11-03
Savant Capital, LLC	DECREASED	33,190	71,220	-38,030	-53%	$2.1M	$912.4K	-$1.2M	2026-11-06
Farther Finance Advisors, LLC	DECREASED	31,049	43,285	-12,236	-28%	$1.3M	$853.6K	-$403.5K	2026-10-08
Creative Planning	INCREASED	30,638	29,272	+1,366	+5%	$850.1K	$842.2K	-$7.8K	2026-11-02
Florida Trust Wealth Management Co	UNCHANGED	30,000	30,000	0	0%	$871.2K	$824.7K	-$46.5K	2026-11-05
Vise Technologies, Inc.	DECREASED	21,974	23,974	-2,000	-8%	$696.2K	$604.1K	-$92.1K	2026-10-29
Ascent Group, LLC	INCREASED	17,992	14,509	+3,483	+24%	$421.3K	$494.6K	+$73.3K	2026-10-30
Citigroup Inc	INCREASED	16,672	15,483	+1,189	+8%	$449.6K	$458.3K	+$8.7K	2026-11-04
Founders Grove Wealth Partners, LLC	NEW	16,150	—	+16,150	—	—	$444.0K	—	2026-10-16
Advisor Resource Council	DECREASED	15,852	39,580	-23,728	-60%	$1.1M	$434.7K	-$710.8K	2026-11-05
Next Level Wealth Planning, LLC	INCREASED	15,764	9,483	+6,281	+66%	$275.4K	$433.4K	+$158.0K	2026-10-29
American State Bank (Iowa)	INCREASED	15,243	10,197	+5,046	+49%	$296.1K	$419.0K	+$122.9K	2026-11-03
First Heartland Consultants, Inc.	INCREASED	14,734	13,949	+785	+6%	$405.1K	$405.0K	-$53	2026-10-08
Invenio Wealth Partners LLC	DECREASED	14,077	21,377	-7,300	-34%	$620.8K	$387.0K	-$233.8K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	13,389	13,950	-561	-4%	$405.0K	$368	-$404.6K	2026-11-02
StoneX Group Inc.	NEW	12,755	—	+12,755	—	—	$356.4K	—	2026-11-03
Visionary Horizons, LLC	INCREASED	12,498	10,496	+2,002	+19%	$304.8K	$343.6K	+$38.7K	2026-10-22
RFG Advisory, LLC	NEW	12,478	—	+12,478	—	—	$343.0K	—	2026-11-03
Flaharty Asset Management, LLC	DECREASED	12,245	58,923	-46,678	-79%	$1.7M	$335.6K	-$1.4M	2026-11-02
CoreCap Advisors, LLC	DECREASED	12,159	15,142	-2,983	-20%	$439.7K	$334.3K	-$105.5K	2026-10-08
Concurrent Investment Advisors, LLC	INCREASED	11,921	11,609	+312	+3%	$337.1K	$327.7K	-$9.4K	2026-10-16
Truist Financial Corp	DECREASED	10,708	11,075	-367	-3%	$321.6K	$294.4K	-$27.3K	2026-10-30
Shepherd Financial Partners LLC	NEW	10,183	—	+10,183	—	—	$279.9K	—	2026-11-03
Tennessee Valley Asset Management Partners	INCREASED	10,069	9,915	+154	+2%	$287.9K	$276.8K	-$11.1K	2026-11-03
Sagespring Wealth Partners, LLC	NEW	9,975	—	+9,975	—	—	$274.2K	—	2026-10-22
Aire Advisors, LLC	INCREASED	9,920	9,885	+35	+0%	$287.1K	$272.7K	-$14.4K	2026-10-22
Ashton Thomas Private Wealth, LLC	INCREASED	9,909	9,865	+44	+0%	$286.5K	$272.4K	-$14.1K	2026-11-03
Parallel Advisors, LLC	UNCHANGED	9,794	9,794	0	0%	$284.4K	$269.2K	-$15.2K	2026-11-03
Lazari Capital Management, Inc.	NEW	9,740	—	+9,740	—	—	$267.8K	—	2026-10-20
Kestra Advisory Services, LLC	DECREASED	9,645	22,973	-13,328	-58%	$667.1K	$265.1K	-$402.0K	2026-11-02
Entrewealth, LLC	NEW	9,453	—	+9,453	—	—	$259.9K	—	2026-10-14
Caldwell Trust Co	UNCHANGED	9,303	9,303	0	0%	$270.2K	$255.7K	-$14.4K	2026-10-30
Arrien Investments, Inc.	DECREASED	9,025	10,254	-1,229	-12%	$297.8K	$248.1K	-$49.7K	2026-10-30
Arlington Financial Advisors, LLC	UNCHANGED	8,264	8,264	0	0%	$240.0K	$227.2K	-$12.8K	2026-10-19
Sanchez Gaunt Capital Management, LLC	INCREASED	7,949	7,424	+525	+7%	$215.6K	$218.5K	+$2.9K	2026-11-03
NWF Advisory Services Inc.	INCREASED	7,932	7,859	+73	+1%	$228.2K	$218.1K	-$10.2K	2026-10-19
Fifth Third Bancorp	INCREASED	6,756	6,586	+170	+3%	$191.3K	$185.7K	-$5.5K	2026-11-05
Private Trust Co NA	INCREASED	5,861	5,640	+221	+4%	$163.8K	$161.1K	-$2.7K	2026-10-20
Breakwater Investment Management	DECREASED	5,296	13,089	-7,793	-60%	$380.1K	$145.6K	-$234.5K	2026-10-20
Capital Investment Advisory Services, LLC	INCREASED	4,564	3,928	+636	+16%	$114.1K	$125.6K	+$11.5K	2026-10-30
Decker Retirement Planning Inc.	INCREASED	2,552	2,047	+505	+25%	$59.4K	$70.2K	+$10.7K	2026-10-19
Westside Investment Management, Inc.	UNCHANGED	2,500	2,500	0	0%	$72.6K	$68.7K	-$3.9K	2026-11-02
Triumph Capital Management	INCREASED	2,263	1,063	+1,200	+113%	$30.9K	$62.2K	+$31.3K	2026-10-14
Quest 10 Wealth Builders, Inc.	INCREASED	1,908	943	+965	+102%	$27.4K	$52.5K	+$25.1K	2026-11-02
Eastern Bank	UNCHANGED	1,798	1,798	0	0%	$52.2K	$49.4K	-$2.8K	2026-10-05
Cherry Tree Wealth Management, LLC	UNCHANGED	1,714	1,714	0	0%	$49.8K	$47.1K	-$2.7K	2026-10-15
Richardson Financial Services Inc.	INCREASED	1,405	1,263	+142	+11%	$36.7K	$38.6K	+$1.9K	2026-10-30
Creative Financial Designs Inc	INCREASED	1,389	1,385	+4	+0%	$40.2K	$38.2K	-$2.0K	2026-11-04
Creative Capital Management Investments LLC	UNCHANGED	1,333	1,333	0	0%	$38.7K	$36.6K	-$2.1K	2026-10-28
Rossby Financial, LCC	INCREASED	1,089	851	+238	+28%	$24.7K	$29.9K	+$5.2K	2026-11-05
MJT & Associates Financial Advisory Group, Inc.	DECREASED	1,002	1,201	-199	-17%	$34.9K	$27.5K	-$7.3K	2026-10-07
Bfsg, LLC	UNCHANGED	675	675	0	0%	$19.6K	$18.6K	-$1.0K	2026-10-30
IFP Advisors, Inc	INCREASED	647	542	+105	+19%	$15.7K	$17.8K	+$2.0K	2026-10-16
Elevated Capital Advisors, LLC	DECREASED	460	11,279	-10,819	-96%	$327.5K	$12.6K	-$314.9K	2026-11-04
Signature Equity Partners, LLC	NEW	402	—	+402	—	—	$11.1K	—	2026-10-29
Simplex Trading, LLC	INCREASED	346	249	+97	+39%	$7.2K	$9.5K	+$2.3K	2026-11-04
Highline Wealth Partners LLC	DECREASED	322	346	-24	-7%	$10.0K	$8.9K	-$1.2K	2026-10-19
Hoey Investments, Inc	UNCHANGED	260	260	0	0%	$7.6K	$7.1K	-$403	2026-10-29
Pflug Koory, LLC	INCREASED	218	215	+3	+1%	$6.2K	$6.0K	-$256	2026-10-26
Nvest Wealth Strategies, Inc.	NEW	172	—	+172	—	—	$4.7K	—	2026-10-14
Spire Wealth Management	UNCHANGED	167	167	0	0%	$4.9K	$4.6K	-$259	2026-10-30
Tounjian Advisory Partners, LLC	UNCHANGED	143	143	0	0%	$4.2K	$3.9K	-$222	2026-11-04
AlphaCore Capital LLC	UNCHANGED	138	138	0	0%	$4.0K	$3.8K	-$214	2026-11-04
Cape Investment Advisory, Inc.	NEW	128	—	+128	—	—	$3.5K	—	2026-10-13
Kingdom Financial Group Llc.	INCREASED	105	1	+104	+10400%	$18	$2.9K	+$2.9K	2026-11-04
Beacon Financial Strategies Corp	NEW	70	—	+70	—	—	$1.9K	—	2026-10-14
Wagner Wealth Management, LLC	DECREASED	17	75	-58	-77%	$2.2K	$467	-$1.7K	2026-10-21
Compass Financial Management LLC	UNCHANGED	12	12	0	0%	$348	$330	-$18	2026-10-30
Silver Grove Financial Group, Inc.	NEW	8	—	+8	—	—	$220	—	2026-11-05
Halbert Hargrove Global Advisors, LLC	UNCHANGED	5	5	0	0%	$146	$138	-$8	2026-10-16
Sovran Advisors, LLC	CLOSED	0	9,839	-9,839	-100%	$281.2K	$0	-$281.2K	2026-11-02
APS Management Group, Inc.	CLOSED	0	8,329	-8,329	-100%	$241.9K	$0	-$241.9K	2026-10-14
Simplicity Wealth,LLC	CLOSED	0	7,164	-7,164	-100%	$208.0K	$0	-$208.0K	2026-10-23
Nations Financial Group Inc,	CLOSED	0	7,092	-7,092	-100%	$206.0K	$0	-$206.0K	2026-11-05
Blue Trust, Inc.	CLOSED	0	851	-851	-100%	$24.7K	$0	-$24.7K	2026-10-15
TD Waterhouse Canada Inc.	CLOSED	0	500	-500	-100%	$14.5K	$0	-$14.5K	2026-10-16
EverSource Wealth Advisors, LLC	CLOSED	0	427	-427	-100%	$12.4K	$0	-$12.4K	2026-11-04
Archer Investment Corp	CLOSED	0	325	-325	-100%	$9.4K	$0	-$9.4K	2026-11-05
SYM Financial Corp	CLOSED	0	36	-36	-100%	$1.0K	$0	-$1.0K	2026-10-26
Ameriprise Financial Inc	N/A	—	8,324,643	-8,324,643	-100%	$241.7M	—	—	—
LPL Financial LLC	N/A	—	2,786,418	-2,786,418	-100%	$80.9M	—	—	—
AE Wealth Management LLC	N/A	—	2,317,936	-2,317,936	-100%	$67.3M	—	—	—
Bank of America Corp	N/A	—	1,914,852	-1,914,852	-100%	$55.6M	—	—	—
ST Germain D J Co Inc	N/A	—	1,874,355	-1,874,355	-100%	$54.4M	—	—	—
Nepc LLC	N/A	—	1,669,124	-1,669,124	-100%	$48.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,631,201	-1,631,201	-100%	$47.4M	—	—	—
Morgan Stanley	N/A	—	1,102,771	-1,102,771	-100%	$32.0M	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,080,256	-1,080,256	-100%	$31.4M	—	—	—
RWA Wealth Partners, LLC	N/A	—	828,567	-828,567	-100%	$24.1M	—	—	—
Modern Wealth Management, LLC	N/A	—	709,247	-709,247	-100%	$20.6M	—	—	—
Mariner, LLC	N/A	—	698,681	-698,681	-100%	$20.3M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	601,055	-601,055	-100%	$17.5M	—	—	—
Financial Gravity Companies, Inc.	N/A	—	450,676	-450,676	-100%	$13.1M	—	—	—
Allstate Corp	N/A	—	438,111	-438,111	-100%	$12.7M	—	—	—
Royal Bank of Canada	N/A	—	433,588	-433,588	-100%	$12.6M	—	—	—
IHT Wealth Management, LLC	N/A	—	393,988	-393,988	-100%	$11.4M	—	—	—
Wells Fargo & Company	N/A	—	380,197	-380,197	-100%	$11.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	365,302	-365,302	-100%	$10.6M	—	—	—
Bank Hapoalim BM	N/A	—	346,250	-346,250	-100%	$36.2K	—	—	—
Valmark Advisers, Inc.	N/A	—	296,451	-296,451	-100%	$8.6M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	269,799	-269,799	-100%	$7.8M	—	—	—
JPMorgan Chase & Co	N/A	—	261,058	-261,058	-100%	$7.6M	—	—	—
Private Advisor Group, LLC	N/A	—	187,266	-187,266	-100%	$5.4M	—	—	—
Banque Transatlantique SA	N/A	—	180,193	-180,193	-100%	$5.2M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	174,195	-174,195	-100%	$5.1M	—	—	—
MML Investors Services, LLC	N/A	—	173,089	-173,089	-100%	$5.0M	—	—	—
HighPoint Advisor Group LLC	N/A	—	172,535	-172,535	-100%	$5.0M	—	—	—
NorthRock Partners, LLC	N/A	—	163,990	-163,990	-100%	$4.8M	—	—	—
Tidemark, LLC	N/A	—	162,442	-162,442	-100%	$4.7M	—	—	—
Old Mission Capital LLC	N/A	—	159,916	-159,916	-100%	$4.6M	—	—	—
Cetera Investment Advisers	N/A	—	151,263	-151,263	-100%	$4.4M	—	—	—
Jane Street Group, LLC	N/A	—	130,896	-130,896	-100%	$3.8M	—	—	—
Raymond James Financial Inc	N/A	—	126,638	-126,638	-100%	$3.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	115,697	-115,697	-100%	$3.4M	—	—	—
State Street Corp	N/A	—	105,032	-105,032	-100%	$3.1M	—	—	—
HighTower Advisors, LLC	N/A	—	97,330	-97,330	-100%	$2.8M	—	—	—
Citadel Advisors LLC	N/A	—	84,580	-84,580	-100%	$2.5M	—	—	—
Captrust Financial Advisors	N/A	—	79,880	-79,880	-100%	$2.3M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	61,118	-61,118	-100%	$1.8M	—	—	—
Strategic Investment Advisors / MI	N/A	—	53,308	-53,308	-100%	$1.5M	—	—	—
World Investment Advisors	N/A	—	52,777	-52,777	-100%	$1.5M	—	—	—
HRT Financial LP	N/A	—	48,965	-48,965	-100%	$1.4M	—	—	—
Level Four Advisory Services, LLC	N/A	—	48,604	-48,604	-100%	$1.4M	—	—	—
AQR Capital Management LLC	N/A	—	46,893	-46,893	-100%	$1.4M	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	45,779	-45,779	-100%	$1.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	45,257	-45,257	-100%	$1.3M	—	—	—
Sanctuary Advisors, LLC	N/A	—	30,380	-30,380	-100%	$882.2K	—	—	—
Zacks Investment Management	N/A	—	29,132	-29,132	-100%	$846.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	28,704	-28,704	-100%	$833.6K	—	—	—
Alesco Advisors, LLC, An ESL Co	N/A	—	23,737	-23,737	-100%	$689.3K	—	—	—
Laraway Financial Advisors Inc	N/A	—	21,774	-21,774	-100%	$632.3K	—	—	—
Betterment LLC	N/A	—	21,582	-21,582	-100%	$627.0K	—	—	—
Sanchez Levi Garrett	N/A	—	17,006	-17,006	-100%	$493.9K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	16,151	-16,151	-100%	$469.0K	—	—	—
Keystone Financial Group	N/A	—	15,772	-15,772	-100%	$458.0K	—	—	—
Stifel Financial Corp	N/A	—	13,850	-13,850	-100%	$402.2K	—	—	—
Rice Partnership, LLC	N/A	—	13,356	-13,356	-100%	$387.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	13,035	-13,035	-100%	$378.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	10,151	-10,151	-100%	$294.8K	—	—	—
Principal Securities, Inc.	N/A	—	8,435	-8,435	-100%	$245.0K	—	—	—
Mutual Advisors, LLC	N/A	—	8,166	-8,166	-100%	$237.1K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	7,598	-7,598	-100%	$220.6K	—	—	—
Summit Financial, LLC	N/A	—	7,595	-7,595	-100%	$220.6K	—	—	—
Bank of Montreal	N/A	—	6,411	-6,411	-100%	$186.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,828	-5,828	-100%	$169.2K	—	—	—
Synergy Investment Management, LLC	N/A	—	5,397	-5,397	-100%	$156.7K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	4,283	-4,283	-100%	$124.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	2,806	-2,806	-100%	$81.5K	—	—	—
BFC Planning, Inc.	N/A	—	2,511	-2,511	-100%	$72.9K	—	—	—
Front Row Advisors LLC	N/A	—	2,335	-2,335	-100%	$66.3K	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,732	-1,732	-100%	$50.3K	—	—	—
Collier Financial	N/A	—	1,696	-1,696	-100%	$49.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,338	-1,338	-100%	$38.9K	—	—	—
SHP Wealth Management	N/A	—	1,292	-1,292	-100%	$37.5K	—	—	—
FMR LLC	N/A	—	1,102	-1,102	-100%	$32.0K	—	—	—
Harbour Investments, Inc.	N/A	—	1,000	-1,000	-100%	$29.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	978	-978	-100%	$28.4K	—	—	—
Rothschild Investment LLC	N/A	—	530	-530	-100%	$15.4K	—	—	—
Atomic Invest LLC	N/A	—	439	-439	-100%	$12.8K	—	—	—
Continuum Advisory, LLC	N/A	—	408	-408	-100%	$11.8K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	356	-356	-100%	$10.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	300	-300	-100%	$8.7K	—	—	—
Graney & King, LLC	N/A	—	299	-299	-100%	$8.7K	—	—	—
Nova Wealth Management, Inc.	N/A	—	294	-294	-100%	$8.5K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	260	-260	-100%	$7.6K	—	—	—
Virtus Fixed Income Advisers, LLC	N/A	—	243	-243	-100%	$7.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	122	-122	-100%	$3.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	73	-73	-100%	$2.1K	—	—	—
Dogwood Wealth Management LLC	N/A	—	48	-48	-100%	$1.4K	—	—	—
IFG Advisory, LLC	N/A	—	25	-25	-100%	$726	—	—	—
Meramec Financial Planners, LLC	N/A	—	15	-15	-100%	$428	—	—	—

Showing 203 of 203 institutions