Spdr Bloomberg INT Corp (IBND)

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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Farther Finance Advisors, LLC

INCREASED

Shares2,356,092 from 2,051,921

Change+304,171 (+15%)

Value$70.4M (+$6.4M)

Filed 2026-10-08

Lodestar Private Asset Management LLC

DECREASED

Shares474,108 from 671,979

Change-197,871 (-29%)

Value$14.2M (-$6.8M)

Filed 2026-10-26

LAM Group, Inc.

INCREASED

Shares242,325 from 213,150

Change+29,175 (+14%)

Value$7.2M (+$594.7K)

Filed 2026-10-26

Barings LLC

INCREASED

Shares211,382 from 27,966

Change+183,416 (+656%)

Value$6.3M (+$5.4M)

Filed 2026-10-22

CFG Wealth Management Services, Inc.

INCREASED

Shares122,481 from 116,282

Change+6,199 (+5%)

Value$3.6M (+$46.3K)

Filed 2026-10-21

FSA Wealth Partners, Inc.

DECREASED

Shares122,288 from 125,939

Change-3,651 (-3%)

Value$3.7M (-$272.8K)

Filed 2026-10-26

Israel Discount Bank of New York

DECREASED

Shares104,923 from 205,477

Change-100,554 (-49%)

Value$3.1M (-$3.3M)

Filed 2026-10-14

Leo Wealth, LLC

NEW

Shares97,851

Change+97,851

Value$2.9M

Filed 2026-10-26

Idaho Trust Co

INCREASED

Shares92,880 from 90,052

Change+2,828 (+3%)

Value$2.8M (-$32.6K)

Filed 2026-11-04

Summit Global Investments

INCREASED

Shares91,137 from 80,831

Change+10,306 (+13%)

Value$2.7K (-$2.5M)

Filed 2026-10-28

Aspect Partners, LLC

DECREASED

Shares80,066 from 81,769

Change-1,703 (-2%)

Value$2.4M (-$157.2K)

Filed 2026-10-20

Gerber Kawasaki Wealth & Investment Management

DECREASED

Shares70,713 from 73,330

Change-2,617 (-4%)

Value$2.1M (-$173.5K)

Filed 2026-10-29

North Star Investment Management Corp.

INCREASED

Shares43,804 from 41,724

Change+2,080 (+5%)

Value$1.3M (+$7.9K)

Filed 2026-10-27

Insight Advisors, LLC/ PA

INCREASED

Shares41,604 from 39,838

Change+1,766 (+4%)

Value$1.2M (+$979)

Filed 2026-10-22

Tempus Wealth Planning, LLC

INCREASED

Shares35,483 from 35,340

Change+143 (+0%)

Value$1.1M (-$41.7K)

Filed 2026-10-14

Haven Private, LLC

DECREASED

Shares33,170 from 35,087

Change-1,917 (-5%)

Value$991.1K (-$102.9K)

Filed 2026-10-27

Tanager Wealth Management LLP

NEW

Shares31,199

Change+31,199

Value$932.2K

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares22,165 from 27,017

Change-4,852 (-18%)

Value$662 (-$841.3K)

Filed 2026-11-02

Bank Julius Baer & Co. Ltd, Zurich

DECREASED

Shares19,956 from 26,131

Change-6,175 (-24%)

Value$596.5K (-$219.3K)

Filed 2026-10-29

Leuthold Group, LLC

UNCHANGED

Shares18,413 from 18,413

Change0 (0%)

Value$550.2K (-$23.9K)

Filed 2026-11-04

Omega Financial Group, LLC

INCREASED

Shares16,420 from 15,605

Change+815 (+5%)

Value$490.6K (+$4.1K)

Filed 2026-10-29

Patten Group, Inc.

INCREASED

Shares14,990 from 13,941

Change+1,049 (+8%)

Value$447.9K (+$13.2K)

Filed 2026-10-26

AMG National Trust Bank

UNCHANGED

Shares14,356 from 14,356

Change0 (0%)

Value$429.0K (-$18.7K)

Filed 2026-11-05

Odyssey Capital Advisors, Inc.

INCREASED

Shares11,659 from 11,334

Change+325 (+3%)

Value$348.4K (-$5.0K)

Filed 2026-10-26

RED Lighthouse Investment Management, LLC

INCREASED

Shares10,588 from 9,780

Change+808 (+8%)

Value$316.4K (+$11.4K)

Filed 2026-11-02

Cambridge Advisors Inc.

UNCHANGED

Shares10,400 from 10,400

Change0 (0%)

Value$310.8K (-$13.5K)

Filed 2026-10-19

Wagner Wealth Management, Corp

DECREASED

Shares9,381 from 10,208

Change-827 (-8%)

Value$280.3K (-$38.0K)

Filed 2026-10-20

Tennessee Valley Asset Management Partners

INCREASED

Shares9,072 from 8,064

Change+1,008 (+13%)

Value$271.1K (+$19.6K)

Filed 2026-11-03

Fiduciary Financial Group, LLC

UNCHANGED

Shares7,518 from 7,518

Change0 (0%)

Value$224.6K (-$9.8K)

Filed 2026-10-13

WealthPoint Financial, LLC

NEW

Shares6,831

Change+6,831

Value$204.1K

Filed 2026-11-03

Creative Financial Designs Inc

DECREASED

Shares3,037 from 4,575

Change-1,538 (-34%)

Value$90.7K (-$51.9K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares1,706 from 1,700

Change+6 (+0%)

Value$51.0K (-$2.0K)

Filed 2026-10-16

LFA - Lugano Financial Advisors SA

UNCHANGED

Shares1,274 from 1,274

Change0 (0%)

Value$38.1K (-$1.7K)

Filed 2026-11-03

Fifth Third Bancorp

UNCHANGED

Shares850 from 850

Change0 (0%)

Value$25.4K (-$1.1K)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares597 from 597

Change0 (0%)

Value$17.8K (-$776)

Filed 2026-10-20

Triumph Capital Management

INCREASED

Shares486 from 471

Change+15 (+3%)

Value$14.5K (-$164)

Filed 2026-10-14

Breakwater Investment Management

UNCHANGED

Shares248 from 248

Change0 (0%)

Value$7.4K (-$322)

Filed 2026-10-20

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$6.6K (-$286)

Filed 2026-11-03

Pflug Koory, LLC

UNCHANGED

Shares163 from 163

Change0 (0%)

Value$4.9K (-$212)

Filed 2026-10-26

Nfsg Corp

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$1.9K (-$80)

Filed 2026-10-15

Cape Investment Advisory, Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.5K (-$65)

Filed 2026-10-13

Kingdom Financial Group Llc.

NEW

Shares39

Change+39

Value$1.2K

Filed 2026-11-04

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$299 (-$13)

Filed 2026-10-23

Strategic Advocates LLC

DECREASED

Shares9 from 15

Change-6 (-40%)

Value$269 (-$199)

Filed 2026-11-03

Optima Capital LLC

CLOSED

Shares0 from 36,447

Change-36,447 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-29

Family CFO Inc

CLOSED

Shares0 from 24,982

Change-24,982 (-100%)

Value$0 (-$778.9K)

Filed 2026-10-30

Kestra Advisory Services, LLC

CLOSED

Shares0 from 22,303

Change-22,303 (-100%)

Value$0 (-$695.4K)

Filed 2026-11-02

Dynamic Advisor Solutions LLC

CLOSED

Shares0 from 6,831

Change-6,831 (-100%)

Value$0 (-$213.0K)

Filed 2026-10-13

United Advisor Group, LLC

CLOSED

Shares0 from 6,535

Change-6,535 (-100%)

Value$0 (-$203.8K)

Filed 2026-11-03

US Bancorp \de\

CLOSED

Shares0 from 3,930

Change-3,930 (-100%)

Value$0 (-$122.5K)

Filed 2026-11-05

AdvisorNet Financial, Inc

CLOSED

Shares0 from 3,920

Change-3,920 (-100%)

Value$0 (-$122.2K)

Filed 2026-10-15

Tucker Asset Management LLC

CLOSED

Shares0 from 356

Change-356 (-100%)

Value$0 (-$11.1K)

Filed 2026-10-29

Salem Investment Counselors Inc

CLOSED

Shares0 from 105

Change-105 (-100%)

Value$0 (-$3.3K)

Filed 2026-10-13

Checchi Capital Advisers, LLC

N/A

Shares— from 709,863

Change-709,863 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 351,948

Change-351,948 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 305,103

Change-305,103 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 282,960

Change-282,960 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 274,148

Change-274,148 (-100%)

Value—

State Street Corp

N/A

Shares— from 238,685

Change-238,685 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 173,116

Change-173,116 (-100%)

Value—

Obsido Oy

N/A

Shares— from 172,843

Change-172,843 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 164,173

Change-164,173 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 143,210

Change-143,210 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 137,734

Change-137,734 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 121,662

Change-121,662 (-100%)

Value—

UBS Group AG

N/A

Shares— from 120,049

Change-120,049 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 100,772

Change-100,772 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 92,579

Change-92,579 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 84,213

Change-84,213 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 61,578

Change-61,578 (-100%)

Value—

Cerity Partners Ocio LLC

N/A

Shares— from 51,839

Change-51,839 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 44,882

Change-44,882 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 43,076

Change-43,076 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 40,366

Change-40,366 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 39,237

Change-39,237 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 35,389

Change-35,389 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 34,919

Change-34,919 (-100%)

Value—

Headinvest, LLC

N/A

Shares— from 33,425

Change-33,425 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 32,221

Change-32,221 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 26,590

Change-26,590 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 23,834

Change-23,834 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 22,134

Change-22,134 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 21,072

Change-21,072 (-100%)

Value—

Hyundai Investments Co., Ltd.

N/A

Shares— from 20,684

Change-20,684 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 19,670

Change-19,670 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 19,000

Change-19,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 17,843

Change-17,843 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 17,491

Change-17,491 (-100%)

Value—

CCG Wealth Management, LLC

N/A

Shares— from 17,033

Change-17,033 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 13,563

Change-13,563 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,822

Change-12,822 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 12,404

Change-12,404 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 12,360

Change-12,360 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 11,010

Change-11,010 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 10,998

Change-10,998 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 10,525

Change-10,525 (-100%)

Value—

TRU Independence Asset Management 2, LLC

N/A

Shares— from 8,967

Change-8,967 (-100%)

Value—

RPg Family Wealth Advisory, LLC

N/A

Shares— from 8,953

Change-8,953 (-100%)

Value—

Risk Paradigm Group, LLC

N/A

Shares— from 8,549

Change-8,549 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 7,830

Change-7,830 (-100%)

Value—

&partners

N/A

Shares— from 7,709

Change-7,709 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 7,179

Change-7,179 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 6,792

Change-6,792 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2,944

Change-2,944 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,497

Change-2,497 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,247

Change-2,247 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,648

Change-1,648 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,465

Change-1,465 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 1,332

Change-1,332 (-100%)

Value—

Hamrick Investment Counsel, llc

N/A

Shares— from 1,120

Change-1,120 (-100%)

Value—

Urban Financial Advisory Corp

N/A

Shares— from 874

Change-874 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 694

Change-694 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 550

Change-550 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 458

Change-458 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 455

Change-455 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 288

Change-288 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 79

Change-79 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Farther Finance Advisors, LLC	INCREASED	2,356,092	2,051,921	+304,171	+15%	$64.0M	$70.4M	+$6.4M	2026-10-08
Lodestar Private Asset Management LLC	DECREASED	474,108	671,979	-197,871	-29%	$21.0M	$14.2M	-$6.8M	2026-10-26
LAM Group, Inc.	INCREASED	242,325	213,150	+29,175	+14%	$6.6M	$7.2M	+$594.7K	2026-10-26
Barings LLC	INCREASED	211,382	27,966	+183,416	+656%	$872.0K	$6.3M	+$5.4M	2026-10-22
CFG Wealth Management Services, Inc.	INCREASED	122,481	116,282	+6,199	+5%	$3.6M	$3.6M	+$46.3K	2026-10-21
FSA Wealth Partners, Inc.	DECREASED	122,288	125,939	-3,651	-3%	$3.9M	$3.7M	-$272.8K	2026-10-26
Israel Discount Bank of New York	DECREASED	104,923	205,477	-100,554	-49%	$6.4M	$3.1M	-$3.3M	2026-10-14
Leo Wealth, LLC	NEW	97,851	—	+97,851	—	—	$2.9M	—	2026-10-26
Idaho Trust Co	INCREASED	92,880	90,052	+2,828	+3%	$2.8M	$2.8M	-$32.6K	2026-11-04
Summit Global Investments	INCREASED	91,137	80,831	+10,306	+13%	$2.5M	$2.7K	-$2.5M	2026-10-28
Aspect Partners, LLC	DECREASED	80,066	81,769	-1,703	-2%	$2.5M	$2.4M	-$157.2K	2026-10-20
Gerber Kawasaki Wealth & Investment Management	DECREASED	70,713	73,330	-2,617	-4%	$2.3M	$2.1M	-$173.5K	2026-10-29
North Star Investment Management Corp.	INCREASED	43,804	41,724	+2,080	+5%	$1.3M	$1.3M	+$7.9K	2026-10-27
Insight Advisors, LLC/ PA	INCREASED	41,604	39,838	+1,766	+4%	$1.2M	$1.2M	+$979	2026-10-22
Tempus Wealth Planning, LLC	INCREASED	35,483	35,340	+143	+0%	$1.1M	$1.1M	-$41.7K	2026-10-14
Haven Private, LLC	DECREASED	33,170	35,087	-1,917	-5%	$1.1M	$991.1K	-$102.9K	2026-10-27
Tanager Wealth Management LLP	NEW	31,199	—	+31,199	—	—	$932.2K	—	2026-10-19
Cambridge Investment Research Advisors, Inc.	DECREASED	22,165	27,017	-4,852	-18%	$842.0K	$662	-$841.3K	2026-11-02
Bank Julius Baer & Co. Ltd, Zurich	DECREASED	19,956	26,131	-6,175	-24%	$815.8K	$596.5K	-$219.3K	2026-10-29
Leuthold Group, LLC	UNCHANGED	18,413	18,413	0	0%	$574.1K	$550.2K	-$23.9K	2026-11-04
Omega Financial Group, LLC	INCREASED	16,420	15,605	+815	+5%	$486.6K	$490.6K	+$4.1K	2026-10-29
Patten Group, Inc.	INCREASED	14,990	13,941	+1,049	+8%	$434.7K	$447.9K	+$13.2K	2026-10-26
AMG National Trust Bank	UNCHANGED	14,356	14,356	0	0%	$447.6K	$429.0K	-$18.7K	2026-11-05
Odyssey Capital Advisors, Inc.	INCREASED	11,659	11,334	+325	+3%	$353.4K	$348.4K	-$5.0K	2026-10-26
RED Lighthouse Investment Management, LLC	INCREASED	10,588	9,780	+808	+8%	$304.9K	$316.4K	+$11.4K	2026-11-02
Cambridge Advisors Inc.	UNCHANGED	10,400	10,400	0	0%	$324.3K	$310.8K	-$13.5K	2026-10-19
Wagner Wealth Management, Corp	DECREASED	9,381	10,208	-827	-8%	$318.3K	$280.3K	-$38.0K	2026-10-20
Tennessee Valley Asset Management Partners	INCREASED	9,072	8,064	+1,008	+13%	$251.4K	$271.1K	+$19.6K	2026-11-03
Fiduciary Financial Group, LLC	UNCHANGED	7,518	7,518	0	0%	$234.4K	$224.6K	-$9.8K	2026-10-13
WealthPoint Financial, LLC	NEW	6,831	—	+6,831	—	—	$204.1K	—	2026-11-03
Creative Financial Designs Inc	DECREASED	3,037	4,575	-1,538	-34%	$142.7K	$90.7K	-$51.9K	2026-11-04
IFP Advisors, Inc	INCREASED	1,706	1,700	+6	+0%	$53.0K	$51.0K	-$2.0K	2026-10-16
LFA - Lugano Financial Advisors SA	UNCHANGED	1,274	1,274	0	0%	$39.7K	$38.1K	-$1.7K	2026-11-03
Fifth Third Bancorp	UNCHANGED	850	850	0	0%	$26.5K	$25.4K	-$1.1K	2026-11-05
Private Trust Co NA	UNCHANGED	597	597	0	0%	$18.6K	$17.8K	-$776	2026-10-20
Triumph Capital Management	INCREASED	486	471	+15	+3%	$14.7K	$14.5K	-$164	2026-10-14
Breakwater Investment Management	UNCHANGED	248	248	0	0%	$7.7K	$7.4K	-$322	2026-10-20
Ashton Thomas Private Wealth, LLC	UNCHANGED	220	220	0	0%	$6.9K	$6.6K	-$286	2026-11-03
Pflug Koory, LLC	UNCHANGED	163	163	0	0%	$5.1K	$4.9K	-$212	2026-10-26
Nfsg Corp	UNCHANGED	62	62	0	0%	$1.9K	$1.9K	-$80	2026-10-15
Cape Investment Advisory, Inc.	UNCHANGED	50	50	0	0%	$1.6K	$1.5K	-$65	2026-10-13
Kingdom Financial Group Llc.	NEW	39	—	+39	—	—	$1.2K	—	2026-11-04
Dhjj Financial Advisors, Ltd.	UNCHANGED	10	10	0	0%	$312	$299	-$13	2026-10-23
Strategic Advocates LLC	DECREASED	9	15	-6	-40%	$468	$269	-$199	2026-11-03
Optima Capital LLC	CLOSED	0	36,447	-36,447	-100%	$1.1M	$0	-$1.1M	2026-10-29
Family CFO Inc	CLOSED	0	24,982	-24,982	-100%	$778.9K	$0	-$778.9K	2026-10-30
Kestra Advisory Services, LLC	CLOSED	0	22,303	-22,303	-100%	$695.4K	$0	-$695.4K	2026-11-02
Dynamic Advisor Solutions LLC	CLOSED	0	6,831	-6,831	-100%	$213.0K	$0	-$213.0K	2026-10-13
United Advisor Group, LLC	CLOSED	0	6,535	-6,535	-100%	$203.8K	$0	-$203.8K	2026-11-03
US Bancorp \de\	CLOSED	0	3,930	-3,930	-100%	$122.5K	$0	-$122.5K	2026-11-05
AdvisorNet Financial, Inc	CLOSED	0	3,920	-3,920	-100%	$122.2K	$0	-$122.2K	2026-10-15
Tucker Asset Management LLC	CLOSED	0	356	-356	-100%	$11.1K	$0	-$11.1K	2026-10-29
Salem Investment Counselors Inc	CLOSED	0	105	-105	-100%	$3.3K	$0	-$3.3K	2026-10-13
Checchi Capital Advisers, LLC	N/A	—	709,863	-709,863	-100%	$22.1M	—	—	—
LPL Financial LLC	N/A	—	351,948	-351,948	-100%	$11.0M	—	—	—
Morgan Stanley	N/A	—	305,103	-305,103	-100%	$9.5M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	282,960	-282,960	-100%	$8.8M	—	—	—
Bank of America Corp	N/A	—	274,148	-274,148	-100%	$8.5M	—	—	—
State Street Corp	N/A	—	238,685	-238,685	-100%	$7.4M	—	—	—
Wells Fargo & Company	N/A	—	173,116	-173,116	-100%	$5.4M	—	—	—
Obsido Oy	N/A	—	172,843	-172,843	-100%	$5.4M	—	—	—
HighTower Advisors, LLC	N/A	—	164,173	-164,173	-100%	$5.1M	—	—	—
N.E.W. Advisory Services LLC	N/A	—	143,210	-143,210	-100%	$4.5M	—	—	—
Royal Bank of Canada	N/A	—	137,734	-137,734	-100%	$4.3M	—	—	—
Rathbones Group PLC	N/A	—	121,662	-121,662	-100%	$3.8M	—	—	—
UBS Group AG	N/A	—	120,049	-120,049	-100%	$3.7M	—	—	—
AE Wealth Management LLC	N/A	—	100,772	-100,772	-100%	$3.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	92,579	-92,579	-100%	$2.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	84,213	-84,213	-100%	$2.6M	—	—	—
Guggenheim Capital LLC	N/A	—	61,578	-61,578	-100%	$1.9M	—	—	—
Cerity Partners Ocio LLC	N/A	—	51,839	-51,839	-100%	$1.6M	—	—	—
Virtu Financial LLC	N/A	—	44,882	-44,882	-100%	$1.4M	—	—	—
Raymond James Financial Inc	N/A	—	43,076	-43,076	-100%	$1.3M	—	—	—
Emerald Investment Advisers, LLC	N/A	—	40,366	-40,366	-100%	$1.3M	—	—	—
Cerity Partners LLC	N/A	—	39,237	-39,237	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	35,389	-35,389	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	34,919	-34,919	-100%	$1.1M	—	—	—
Headinvest, LLC	N/A	—	33,425	-33,425	-100%	$1.0M	—	—	—
HRT Financial LP	N/A	—	32,221	-32,221	-100%	$1.0M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	26,590	-26,590	-100%	$829.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	23,834	-23,834	-100%	$743.1K	—	—	—
JPMorgan Chase & Co	N/A	—	22,134	-22,134	-100%	$691.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	21,072	-21,072	-100%	$657.0K	—	—	—
Hyundai Investments Co., Ltd.	N/A	—	20,684	-20,684	-100%	$645.8K	—	—	—
Destination Wealth Management	N/A	—	19,670	-19,670	-100%	$613.3K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	19,000	-19,000	-100%	$592.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	17,843	-17,843	-100%	$556.3K	—	—	—
Bank of Montreal	N/A	—	17,491	-17,491	-100%	$545.4K	—	—	—
CCG Wealth Management, LLC	N/A	—	17,033	-17,033	-100%	$531.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	13,563	-13,563	-100%	$422.9K	—	—	—
MML Investors Services, LLC	N/A	—	12,822	-12,822	-100%	$399.8K	—	—	—
Cetera Investment Advisers	N/A	—	12,404	-12,404	-100%	$386.7K	—	—	—
Composition Wealth, LLC	N/A	—	12,360	-12,360	-100%	$385.4K	—	—	—
Pathstone Holdings, LLC	N/A	—	11,010	-11,010	-100%	$343.3K	—	—	—
Independent Advisor Alliance	N/A	—	10,998	-10,998	-100%	$342.9K	—	—	—
Savvy Advisors, Inc.	N/A	—	10,525	-10,525	-100%	$328.2K	—	—	—
TRU Independence Asset Management 2, LLC	N/A	—	8,967	-8,967	-100%	$279.6K	—	—	—
RPg Family Wealth Advisory, LLC	N/A	—	8,953	-8,953	-100%	$279.2K	—	—	—
Risk Paradigm Group, LLC	N/A	—	8,549	-8,549	-100%	$266.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	7,830	-7,830	-100%	$244.1K	—	—	—
&partners	N/A	—	7,709	-7,709	-100%	$240.4K	—	—	—
Dunhill Financial, LLC	N/A	—	7,179	-7,179	-100%	$223.8K	—	—	—
Scotia Capital Inc.	N/A	—	6,792	-6,792	-100%	$211.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2,944	-2,944	-100%	$91.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,497	-2,497	-100%	$77.9K	—	—	—
FMR LLC	N/A	—	2,247	-2,247	-100%	$70.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,648	-1,648	-100%	$51.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,500	-1,500	-100%	$46.8K	—	—	—
Allworth Financial LP	N/A	—	1,465	-1,465	-100%	$45.7K	—	—	—
IMA Advisory Services, Inc.	N/A	—	1,332	-1,332	-100%	$41.5K	—	—	—
Hamrick Investment Counsel, llc	N/A	—	1,120	-1,120	-100%	$34.9K	—	—	—
Urban Financial Advisory Corp	N/A	—	874	-874	-100%	$27.3K	—	—	—
Capital Analysts, LLC	N/A	—	694	-694	-100%	$22	—	—	—
Harbour Investments, Inc.	N/A	—	550	-550	-100%	$17.1K	—	—	—
National Bank of Canada	N/A	—	458	-458	-100%	$14.3K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	455	-455	-100%	$14.2K	—	—	—
Front Row Advisors LLC	N/A	—	400	-400	-100%	$12.5K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	288	-288	-100%	$9.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	79	-79	-100%	$2.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	4	-4	-100%	$111	—	—	—

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