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SS Spdr P Mort Back Bond ETF (SPMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares22,814,237 from 22,418,421
Change+395,816 (+2%)
Value$482.3M (-$17.9M)
Filed 2026-11-06
Confluence Investment Management LLC
DECREASED
Shares3,301,336 from 3,370,501
Change-69,165 (-2%)
Value$69.8M (-$5.4M)
Filed 2026-10-01
Assetmark, Inc
INCREASED
Shares2,037,556 from 1,962,264
Change+75,292 (+4%)
Value$43.1M (-$704.2K)
Filed 2026-10-21
CX Institutional
DECREASED
Shares1,791,424 from 2,735,565
Change-944,141 (-35%)
Value$37.9K (-$23.2K)
Filed 2026-10-02
Financial Life Advisors
DECREASED
Shares1,293,923 from 1,300,999
Change-7,076 (-1%)
Value$27.4M (-$1.7M)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares1,031,583 from 885,744
Change+145,839 (+16%)
Value$21.8M (+$2.0M)
Filed 2026-10-22
Altfest L J & Co Inc
INCREASED
Shares913,881 from 885,863
Change+28,018 (+3%)
Value$19.3M (-$444.2K)
Filed 2026-10-27
93 Financial Group, LLC
INCREASED
Shares812,070 from 801,374
Change+10,696 (+1%)
Value$17.2M (-$711.5K)
Filed 2026-10-21
Private Advisory Group LLC
INCREASED
Shares676,334 from 656,299
Change+20,035 (+3%)
Value$14.3M (-$344.3K)
Filed 2026-11-06
Leicht Financial Planning & Wealth Management, Inc.
INCREASED
Shares645,261 from 618,696
Change+26,565 (+4%)
Value$13.6M (-$162.3K)
Filed 2026-11-03
True Blue Financial, LLC
INCREASED
Shares493,596 from 289,271
Change+204,325 (+71%)
Value$10.4M (+$4.0M)
Filed 2026-10-15
Collier Financial
DECREASED
Shares489,496 from 494,650
Change-5,154 (-1%)
Value$10.3M (-$687.7K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares346,917 from 325,064
Change+21,853 (+7%)
Value$7.3M (+$81.6K)
Filed 2026-10-26
Leslie Global Wealth, LLC
INCREASED
Shares339,860 from 326,291
Change+13,569 (+4%)
Value$7.2M (-$94.9K)
Filed 2026-10-26
Portside Wealth Group, LLC
INCREASED
Shares316,085 from 284,956
Change+31,129 (+11%)
Value$6.7M (+$324.7K)
Filed 2026-10-20
Vise Technologies, Inc.
DECREASED
Shares305,417 from 414,577
Change-109,160 (-26%)
Value$6.5M (-$2.8M)
Filed 2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares286,279 from 305,897
Change-19,618 (-6%)
Value$6.1M (-$772.6K)
Filed 2026-10-21
Tsfg, LLC
INCREASED
Shares272,227 from 271,418
Change+809 (+0%)
Value$5.8K (-$6.0M)
Filed 2026-10-23
Boltwood Capital Management
INCREASED
Shares248,177 from 223,723
Change+24,454 (+11%)
Value$5.2M (+$255.2K)
Filed 2026-10-02
Clearwater Capital Advisors, LLC
DECREASED
Shares216,946 from 221,864
Change-4,918 (-2%)
Value$4.6M (-$363.5K)
Filed 2026-11-06
Horizon Financial Services, LLC
INCREASED
Shares211,828 from 210,457
Change+1,371 (+1%)
Value$4.5M (-$217.2K)
Filed 2026-11-04
Merit Financial Group, LLC
NEW
Shares162,682
Change+162,682
Value$3.4M
Filed 2026-11-06
Modera Wealth Management, LLC
INCREASED
Shares154,793 from 13,053
Change+141,740 (+1086%)
Value$3.3M (+$3.0M)
Filed 2026-10-28
Seed Wealth Management, Inc.
INCREASED
Shares148,090 from 138,610
Change+9,480 (+7%)
Value$1.8M (-$1.3M)
Filed 2026-10-20
Valmark Advisers, Inc.
DECREASED
Shares130,231 from 132,997
Change-2,766 (-2%)
Value$2.8M (-$214.1K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares129,726 from 127,145
Change+2,581 (+2%)
Value$2.7M (-$94.2K)
Filed 2026-10-08
Visionary Wealth Advisors
INCREASED
Shares118,881 from 116,235
Change+2,646 (+2%)
Value$2.5M (-$80.1K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
DECREASED
Shares118,144 from 120,865
Change-2,721 (-2%)
Value$2.5M (-$198.9K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares109,529 from 16,677
Change+92,852 (+557%)
Value$2.3M (+$1.9M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares105,100 from 100,864
Change+4,236 (+4%)
Value$2.2M (-$28.5K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares94,706 from 56,623
Change+38,083 (+67%)
Value$2.0M (+$738.8K)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares93,146 from 97,548
Change-4,402 (-5%)
Value$2.0M (-$207.2K)
Filed 2026-10-23
Detalus Advisors, LLC
DECREASED
Shares84,573 from 328,868
Change-244,295 (-74%)
Value$1.8M (-$5.5M)
Filed 2026-10-15
Midwest Capital Advisors, LLC
DECREASED
Shares80,210 from 268,183
Change-187,973 (-70%)
Value$1.7M (-$4.3M)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares79,832 from 91,781
Change-11,949 (-13%)
Value$1.7M (-$314.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares79,832 from 91,781
Change-11,949 (-13%)
Value$1.7M (-$314.3K)
Filed 2026-10-20
Willow Creek Wealth Management Inc.
INCREASED
Shares76,535 from 75,650
Change+885 (+1%)
Value$1.6M (-$69.8K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares76,143 from 75,244
Change+899 (+1%)
Value$1.6M (-$69.0K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares68,613 from 100,365
Change-31,752 (-32%)
Value$1.5M (-$788.7K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares68,157 from 95,358
Change-27,201 (-29%)
Value$1.4M (-$686.6K)
Filed 2026-11-02
Amundi
DECREASED
Shares66,934 from 79,627
Change-12,693 (-16%)
Value$1.4M (-$361.5K)
Filed 2026-11-06
Kestra Investment Management, LLC
DECREASED
Shares64,763 from 66,427
Change-1,664 (-3%)
Value$1.4M (-$112.9K)
Filed 2026-11-04
Strategic Blueprint, LLC
DECREASED
Shares55,821 from 55,993
Change-172 (0%)
Value$1.2M (-$69.1K)
Filed 2026-10-22
Archer Investment Management, LLC
DECREASED
Shares55,502 from 159,834
Change-104,332 (-65%)
Value$1.2M (-$2.4M)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
DECREASED
Shares54,076 from 56,640
Change-2,564 (-5%)
Value$1.1M (-$120.5K)
Filed 2026-11-06
Trilogy Capital Inc.
INCREASED
Shares53,490 from 45,696
Change+7,794 (+17%)
Value$1.1M (+$111.3K)
Filed 2026-10-20
TMB Capital Partners, LLC
INCREASED
Shares52,238 from 51,923
Change+315 (+1%)
Value$1.1M (-$54.1K)
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares50,882 from 45,497
Change+5,385 (+12%)
Value$1.1M (+$60.6K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares47,673 from 47,411
Change+262 (+1%)
Value$1.0M (-$49.9K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares47,293 from 13,311
Change+33,982 (+255%)
Value$999.8K (+$702.8K)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares42,668 from 40,035
Change+2,633 (+7%)
Value$902.0K (+$8.8K)
Filed 2026-10-29
Wiregrass Investment Management LLC
INCREASED
Shares41,118 from 35,216
Change+5,902 (+17%)
Value$869.2K (+$83.5K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares40,296 from 38,445
Change+1,851 (+5%)
Value$851.9K (-$5.8K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares39,567 from 48,345
Change-8,778 (-18%)
Value$837.2K (-$232.2K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
INCREASED
Shares38,548 from 31,893
Change+6,655 (+21%)
Value$814.9K (+$103.4K)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares36,322 from 25,996
Change+10,326 (+40%)
Value$767 (-$579.2K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
INCREASED
Shares35,085 from 21,014
Change+14,071 (+67%)
Value$741.7K (+$272.9K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares34,969 from 34,969
Change0 (0%)
Value$780.2K ($0)
Filed 2026-11-06
Norden Group LLC
INCREASED
Shares33,999 from 33,849
Change+150 (+0%)
Value$718.7K (-$36.4K)
Filed 2026-10-20
Ehrlich Financial Group
DECREASED
Shares32,449 from 139,202
Change-106,753 (-77%)
Value$686.0K (-$2.4M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares31,798 from 30,259
Change+1,539 (+5%)
Value$672 (-$674.3K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares31,384 from 35,062
Change-3,678 (-10%)
Value$663.5K (-$118.8K)
Filed 2026-10-15
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares28,707 from 142,862
Change-114,155 (-80%)
Value$606.9K (-$2.6M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares27,676 from 27,225
Change+451 (+2%)
Value$585.1K (-$22.3K)
Filed 2026-10-21
Idaho Trust Co
DECREASED
Shares27,241 from 40,778
Change-13,537 (-33%)
Value$575.6K (-$333.7K)
Filed 2026-11-04
Capital Investment Counsel, LLC
DECREASED
Shares26,797 from 28,602
Change-1,805 (-6%)
Value$566.5K (-$71.6K)
Filed 2026-10-14
WBH Advisory Inc
DECREASED
Shares25,493 from 26,315
Change-822 (-3%)
Value$538.9K (-$48.2K)
Filed 2026-11-05
Center For Asset Management LLC
DECREASED
Shares25,349 from 53,668
Change-28,319 (-53%)
Value$535.9K (-$661.4K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares25,226 from 27,351
Change-2,125 (-8%)
Value$533.3K (-$76.9K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares22,744 from 22,441
Change+303 (+1%)
Value$480.8K (-$19.9K)
Filed 2026-10-28
Acute Investment Advisory, LLC
DECREASED
Shares22,094 from 22,658
Change-564 (-2%)
Value$467.1K (-$38.4K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares20,432 from 21,522
Change-1,090 (-5%)
Value$431.9K (-$48.2K)
Filed 2026-10-16
Econ Financial Services Corp
NEW
Shares19,997
Change+19,997
Value$422.7K
Filed 2026-10-19
Balefire, LLC
DECREASED
Shares19,017 from 19,949
Change-932 (-5%)
Value$402.0K (-$43.0K)
Filed 2026-10-09
Northbridge Financial Group, LLC
DECREASED
Shares18,691 from 19,453
Change-762 (-4%)
Value$393.8K (-$40.2K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares18,244 from 24,618
Change-6,374 (-26%)
Value$385.7K (-$163.6K)
Filed 2026-10-20
Third View Private Wealth, LLC
DECREASED
Shares17,728 from 19,265
Change-1,537 (-8%)
Value$374.8K (-$55.0K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares16,184 from 16,182
Change+2 (+0%)
Value$342.1K (-$18.9K)
Filed 2026-10-16
Sharkey, Howes & Javer
DECREASED
Shares15,837 from 21,178
Change-5,341 (-25%)
Value$334.8K (-$137.7K)
Filed 2026-10-22
Howard Bailey Securities, LLC
DECREASED
Shares14,161 from 14,669
Change-508 (-3%)
Value$299.4K (-$27.9K)
Filed 2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED
Shares13,973 from 12,713
Change+1,260 (+10%)
Value$295.4K (+$11.8K)
Filed 2026-10-05
Ascent Group, LLC
INCREASED
Shares13,814 from 13,626
Change+188 (+1%)
Value$292.0K (-$12.0K)
Filed 2026-10-30
GK Wealth Management LLC
DECREASED
Shares13,683 from 14,171
Change-488 (-3%)
Value$289.3K (-$26.9K)
Filed 2026-10-09
Golden State Wealth Management, LLC
DECREASED
Shares12,830 from 13,573
Change-743 (-5%)
Value$271.2K (-$31.6K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares12,051
Change+12,051
Value$258.9K
Filed 2026-11-03
Columbus Macro, LLC
DECREASED
Shares11,770 from 12,087
Change-317 (-3%)
Value$248.8K (-$20.8K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
NEW
Shares11,761
Change+11,761
Value$248.6K
Filed 2026-10-13
Diversified Enterprises, LLC
UNCHANGED
Shares11,663 from 11,663
Change0 (0%)
Value$246.6K (-$13.6K)
Filed 2026-10-19
LexAurum Advisors, LLC
UNCHANGED
Shares11,574 from 11,574
Change0 (0%)
Value$244.7K (-$13.5K)
Filed 2026-10-19
West Wealth Group, LLC
DECREASED
Shares10,695 from 175,486
Change-164,791 (-94%)
Value$226.1K (-$3.7M)
Filed 2026-10-14
Wedbush Securities Inc
UNCHANGED
Shares10,683 from 10,683
Change0 (0%)
Value$226 (-$237.8K)
Filed 2026-10-22
Facet Wealth, Inc.
NEW
Shares10,372
Change+10,372
Value$219.3K
Filed 2026-11-04
Acorn Wealth Advisors, LLC
DECREASED
Shares9,830 from 9,863
Change-33 (0%)
Value$207.8K (-$12.2K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares9,757 from 78,751
Change-68,994 (-88%)
Value$206.3K (-$1.6M)
Filed 2026-10-20
Creative Planning
NEW
Shares9,499
Change+9,499
Value$200.8K
Filed 2026-11-02
Heritage Family Offices, LLP
UNCHANGED
Shares9,363 from 9,363
Change0 (0%)
Value$197.9K (-$11.0K)
Filed 2026-11-02
Pacific Center for Financial Services
UNCHANGED
Shares3,103 from 3,103
Change0 (0%)
Value$65.6K (-$3.6K)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares2,969 from 2,969
Change0 (0%)
Value$62.8K (-$3.5K)
Filed 2026-10-08
Concord Wealth Partners
UNCHANGED
Shares2,681 from 2,681
Change0 (0%)
Value$56.7K (-$3.1K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares1,970 from 1,970
Change0 (0%)
Value$41.6K (-$2.3K)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$41.2K (-$2.3K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares1,932 from 1,947
Change-15 (-1%)
Value$40.8K (-$2.6K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares1,742 from 1,730
Change+12 (+1%)
Value$36.8K (-$1.8K)
Filed 2026-10-28
Parallel Advisors, LLC
NEW
Shares1,280
Change+1,280
Value$27.1K
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares1,227 from 461
Change+766 (+166%)
Value$25.9K (+$15.7K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
DECREASED
Shares1,006 from 1,248
Change-242 (-19%)
Value$21.3K (-$6.6K)
Filed 2026-11-04
Southern Michigan Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$21.1K (-$1.2K)
Filed 2026-10-19
Richardson Financial Services Inc.
INCREASED
Shares987 from 930
Change+57 (+6%)
Value$20.9K (+$120)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$20.8K (-$1.2K)
Filed 2026-10-14
Armstrong Advisory Group, Inc
NEW
Shares811
Change+811
Value$17.1K
Filed 2026-10-09
United Financial Planning Group LLC
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$16.1K (-$890)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$15.8K (-$871)
Filed 2026-11-05
Register Financial Advisors LLC
DECREASED
Shares600 from 757
Change-157 (-21%)
Value$12.7K (-$4.2K)
Filed 2026-10-23
Tompkins Financial Corp
NEW
Shares567
Change+567
Value$12.0K
Filed 2026-10-05
Citigroup Inc
INCREASED
Shares544 from 507
Change+37 (+7%)
Value$11.5K (+$189)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
NEW
Shares496
Change+496
Value$10.5K
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares454 from 328
Change+126 (+38%)
Value$9.6K (+$2.3K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares420 from 368
Change+52 (+14%)
Value$8.9K (+$681)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED
Shares322 from 673
Change-351 (-52%)
Value$6.8K (-$8.2K)
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$6.2K (-$342)
Filed 2026-10-07
Bayban
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$4.5K ($0)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$3.8K (-$211)
Filed 2026-10-05
AlphaCore Capital LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$3.2K (-$176)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares107 from 1
Change+106 (+10600%)
Value$2.3K (+$2.3K)
Filed 2026-10-13
Hager Investment Management Services, LLC
NEW
Shares74
Change+74
Value$1.6K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares39
Change+39
Value$826
Filed 2026-10-21
Beacon Financial Strategies Corp
NEW
Shares37
Change+37
Value$783
Filed 2026-10-14
Planning Strategies Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$740 (-$41)
Filed 2026-10-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$719 (-$40)
Filed 2026-11-02
Montgomery Financial Services LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$550 (-$30)
Filed 2026-11-03
SBI Securities Co., Ltd.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$465 (-$26)
Filed 2026-10-22
Hughes Financial Services, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$216 (-$7)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares9 from 4,192
Change-4,183 (-100%)
Value$190 (-$93.3K)
Filed 2026-11-06
Spurstone Advisory Services, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$169 (-$8)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
NEW
Shares4
Change+4
Value$89
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$64 (-$3)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares2
Change+2
Value$44
Filed 2026-10-27
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 74,258
Change-74,258 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-05
Uptick Partners, LLC
CLOSED
Shares0 from 64,561
Change-64,561 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Q3 Asset Management
CLOSED
Shares0 from 24,564
Change-24,564 (-100%)
Value$0 (-$570)
Filed 2026-11-06
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 23,944
Change-23,944 (-100%)
Value$0 (-$534.2K)
Filed 2026-11-05
One Wealth Capital Management, LLC
CLOSED
Shares0 from 19,288
Change-19,288 (-100%)
Value$0 (-$430.3K)
Filed 2026-10-23
Acropolis Investment Management, LLC
CLOSED
Shares0 from 14,825
Change-14,825 (-100%)
Value$0 (-$330.7K)
Filed 2026-10-08
XY Planning Network, Inc.
CLOSED
Shares0 from 12,331
Change-12,331 (-100%)
Value$0 (-$275.1K)
Filed 2026-10-14
Savant Capital, LLC
CLOSED
Shares0 from 10,952
Change-10,952 (-100%)
Value$0 (-$244.8K)
Filed 2026-11-06
Journey Retirement Planning & Investment Management LLC
CLOSED
Shares0 from 9,626
Change-9,626 (-100%)
Value$0 (-$214.8K)
Filed 2026-10-09
Centurion Wealth Management LLC
CLOSED
Shares0 from 9,381
Change-9,381 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 9,363
Change-9,363 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-27
Level Four Advisory Services, LLC
CLOSED
Shares0 from 9,259
Change-9,259 (-100%)
Value$0 (-$206.6K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,011
Change-2,011 (-100%)
Value$0 (-$44.6K)
Filed 2026-11-02
Reap Financial Group, LLC
CLOSED
Shares0 from 1,979
Change-1,979 (-100%)
Value$0 (-$44.2K)
Filed 2026-11-02
Financial Consulate, Inc
CLOSED
Shares0 from 1,438
Change-1,438 (-100%)
Value$0 (-$32.1K)
Filed 2026-10-23
Realta Investment Advisors
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 341
Change-341 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-27
Blue Trust, Inc.
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$5.9K)
Filed 2026-11-04
Davis Capital Management
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-08
Tucker Asset Management LLC
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-29
SYM Financial Corp
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$714)
Filed 2026-10-26
Blueline Advisors LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$79)
Filed 2026-10-15
Financial Engines Advisors L.L.C.
N/A
Shares— from 196,882,687
Change-196,882,687 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,892,272
Change-5,892,272 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,813,580
Change-4,813,580 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,577,787
Change-3,577,787 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,245,455
Change-2,245,455 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,230,802
Change-2,230,802 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,942,502
Change-1,942,502 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,907,212
Change-1,907,212 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,507,711
Change-1,507,711 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 1,482,295
Change-1,482,295 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,438,482
Change-1,438,482 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,354,741
Change-1,354,741 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,090,336
Change-1,090,336 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,078,449
Change-1,078,449 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 885,033
Change-885,033 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 870,078
Change-870,078 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 782,706
Change-782,706 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 713,679
Change-713,679 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 705,795
Change-705,795 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 703,013
Change-703,013 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 695,748
Change-695,748 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 581,145
Change-581,145 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 487,991
Change-487,991 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 470,785
Change-470,785 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 394,180
Change-394,180 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 318,400
Change-318,400 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 293,896
Change-293,896 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 286,215
Change-286,215 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 265,292
Change-265,292 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 225,295
Change-225,295 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 224,804
Change-224,804 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 222,811
Change-222,811 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 207,876
Change-207,876 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 197,532
Change-197,532 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 183,412
Change-183,412 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 168,817
Change-168,817 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 166,364
Change-166,364 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 162,919
Change-162,919 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 144,536
Change-144,536 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 119,069
Change-119,069 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 118,481
Change-118,481 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 115,763
Change-115,763 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 110,044
Change-110,044 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 97,915
Change-97,915 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 93,143
Change-93,143 (-100%)
Value—
EWA, LLC
N/A
Shares— from 88,003
Change-88,003 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 87,954
Change-87,954 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 83,439
Change-83,439 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 78,165
Change-78,165 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 65,030
Change-65,030 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 64,421
Change-64,421 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 55,587
Change-55,587 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 51,985
Change-51,985 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 49,704
Change-49,704 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 42,246
Change-42,246 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 39,487
Change-39,487 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 39,465
Change-39,465 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 38,249
Change-38,249 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,899
Change-36,899 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 34,845
Change-34,845 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 34,417
Change-34,417 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 33,745
Change-33,745 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,795
Change-31,795 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 28,969
Change-28,969 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 28,804
Change-28,804 (-100%)
Value—
&partners
N/A
Shares— from 28,575
Change-28,575 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 27,236
Change-27,236 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,986
Change-24,986 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,340
Change-21,340 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 20,286
Change-20,286 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,803
Change-19,803 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 19,314
Change-19,314 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,268
Change-19,268 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,113
Change-17,113 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,309
Change-15,309 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,953
Change-14,953 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,926
Change-14,926 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,622
Change-13,622 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 13,613
Change-13,613 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 12,741
Change-12,741 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 12,460
Change-12,460 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,572
Change-10,572 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,366
Change-10,366 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 10,321
Change-10,321 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 5,631
Change-5,631 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,782
Change-3,782 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 861
Change-861 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 769
Change-769 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 536
Change-536 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 372
Change-372 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 232
Change-232 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 164
Change-164 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22
Change-22 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED22,814,23722,418,421+395,816+2%$500.2M$482.3M-$17.9M2026-11-06
Confluence Investment Management LLC
DECREASED3,301,3363,370,501-69,165-2%$75.2M$69.8M-$5.4M2026-10-01
Assetmark, Inc
INCREASED2,037,5561,962,264+75,292+4%$43.8M$43.1M-$704.2K2026-10-21
CX Institutional
DECREASED1,791,4242,735,565-944,141-35%$61.0K$37.9K-$23.2K2026-10-02
Financial Life Advisors
DECREASED1,293,9231,300,999-7,076-1%$29.0M$27.4M-$1.7M2026-10-14
Gibbs Wealth Management
INCREASED1,031,583885,744+145,839+16%$19.8M$21.8M+$2.0M2026-10-22
Altfest L J & Co Inc
INCREASED913,881885,863+28,018+3%$19.8M$19.3M-$444.2K2026-10-27
93 Financial Group, LLC
INCREASED812,070801,374+10,696+1%$17.9M$17.2M-$711.5K2026-10-21
Private Advisory Group LLC
INCREASED676,334656,299+20,035+3%$14.6M$14.3M-$344.3K2026-11-06
Leicht Financial Planning & Wealth Management, Inc.
INCREASED645,261618,696+26,565+4%$13.8M$13.6M-$162.3K2026-11-03
True Blue Financial, LLC
INCREASED493,596289,271+204,325+71%$6.5M$10.4M+$4.0M2026-10-15
Collier Financial
DECREASED489,496494,650-5,154-1%$11.0M$10.3M-$687.7K2026-11-06
Flagship Harbor Advisors, LLC
INCREASED346,917325,064+21,853+7%$7.3M$7.3M+$81.6K2026-10-26
Leslie Global Wealth, LLC
INCREASED339,860326,291+13,569+4%$7.3M$7.2M-$94.9K2026-10-26
Portside Wealth Group, LLC
INCREASED316,085284,956+31,129+11%$6.4M$6.7M+$324.7K2026-10-20
Vise Technologies, Inc.
DECREASED305,417414,577-109,160-26%$9.2M$6.5M-$2.8M2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
DECREASED286,279305,897-19,618-6%$6.8M$6.1M-$772.6K2026-10-21
Tsfg, LLC
INCREASED272,227271,418+809+0%$6.1M$5.8K-$6.0M2026-10-23
Boltwood Capital Management
INCREASED248,177223,723+24,454+11%$5.0M$5.2M+$255.2K2026-10-02
Clearwater Capital Advisors, LLC
DECREASED216,946221,864-4,918-2%$4.9M$4.6M-$363.5K2026-11-06
Horizon Financial Services, LLC
INCREASED211,828210,457+1,371+1%$4.7M$4.5M-$217.2K2026-11-04
Merit Financial Group, LLC
NEW162,682—+162,682——$3.4M—2026-11-06
Modera Wealth Management, LLC
INCREASED154,79313,053+141,740+1086%$291.2K$3.3M+$3.0M2026-10-28
Seed Wealth Management, Inc.
INCREASED148,090138,610+9,480+7%$3.1M$1.8M-$1.3M2026-10-20
Valmark Advisers, Inc.
DECREASED130,231132,997-2,766-2%$3.0M$2.8M-$214.1K2026-11-06
Farther Finance Advisors, LLC
INCREASED129,726127,145+2,581+2%$2.8M$2.7M-$94.2K2026-10-08
Visionary Wealth Advisors
INCREASED118,881116,235+2,646+2%$2.6M$2.5M-$80.1K2026-11-04
Dynamic Advisor Solutions LLC
DECREASED118,144120,865-2,721-2%$2.7M$2.5M-$198.9K2026-10-13
Lido Advisors, LLC
INCREASED109,52916,677+92,852+557%$372.1K$2.3M+$1.9M2026-11-04
Commonwealth Equity Services, LLC
INCREASED105,100100,864+4,236+4%$2.3M$2.2M-$28.5K2026-11-02
RFG Advisory, LLC
INCREASED94,70656,623+38,083+67%$1.3M$2.0M+$738.8K2026-11-03
Apollon Financial, LLC
DECREASED93,14697,548-4,402-5%$2.2M$2.0M-$207.2K2026-10-23
Detalus Advisors, LLC
DECREASED84,573328,868-244,295-74%$7.3M$1.8M-$5.5M2026-10-15
Midwest Capital Advisors, LLC
DECREASED80,210268,183-187,973-70%$6.0M$1.7M-$4.3M2026-11-04
Diversify Advisory Services, LLC
DECREASED79,83291,781-11,949-13%$2.0M$1.7M-$314.3K2026-10-20
Diversify Wealth Management, LLC
DECREASED79,83291,781-11,949-13%$2.0M$1.7M-$314.3K2026-10-20
Willow Creek Wealth Management Inc.
INCREASED76,53575,650+885+1%$1.7M$1.6M-$69.8K2026-10-26
Private Trust Co NA
INCREASED76,14375,244+899+1%$1.7M$1.6M-$69.0K2026-10-20
Simplicity Wealth,LLC
DECREASED68,613100,365-31,752-32%$2.2M$1.5M-$788.7K2026-10-23
Kestra Advisory Services, LLC
DECREASED68,15795,358-27,201-29%$2.1M$1.4M-$686.6K2026-11-02
Amundi
DECREASED66,93479,627-12,693-16%$1.8M$1.4M-$361.5K2026-11-06
Kestra Investment Management, LLC
DECREASED64,76366,427-1,664-3%$1.5M$1.4M-$112.9K2026-11-04
Strategic Blueprint, LLC
DECREASED55,82155,993-1720%$1.2M$1.2M-$69.1K2026-10-22
Archer Investment Management, LLC
DECREASED55,502159,834-104,332-65%$3.6M$1.2M-$2.4M2026-10-13
Collaborative Wealth Managment Inc.
DECREASED54,07656,640-2,564-5%$1.3M$1.1M-$120.5K2026-11-06
Trilogy Capital Inc.
INCREASED53,49045,696+7,794+17%$1.0M$1.1M+$111.3K2026-10-20
TMB Capital Partners, LLC
INCREASED52,23851,923+315+1%$1.2M$1.1M-$54.1K2026-10-20
Bank of New York Mellon Corp
INCREASED50,88245,497+5,385+12%$1.0M$1.1M+$60.6K2026-11-05
Brookstone Capital Management
INCREASED47,67347,411+262+1%$1.1M$1.0M-$49.9K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED47,29313,311+33,982+255%$297.0K$999.8K+$702.8K2026-11-03
Bell Investment Advisors, Inc
INCREASED42,66840,035+2,633+7%$893.2K$902.0K+$8.8K2026-10-29
Wiregrass Investment Management LLC
INCREASED41,11835,216+5,902+17%$785.7K$869.2K+$83.5K2026-11-05
Fifth Third Bancorp
INCREASED40,29638,445+1,851+5%$857.7K$851.9K-$5.8K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED39,56748,345-8,778-18%$1.1M$837.2K-$232.2K2026-10-13
Financial Network Wealth Advisors LLC
INCREASED38,54831,893+6,655+21%$711.5K$814.9K+$103.4K2026-10-28
Thrivent Financial for Lutherans
INCREASED36,32225,996+10,326+40%$580.0K$767-$579.2K2026-11-05
Axxcess Wealth Management, LLC
INCREASED35,08521,014+14,071+67%$468.8K$741.7K+$272.9K2026-10-21
Allworth Financial LP
UNCHANGED34,96934,96900%$780.2K$780.2K$02026-11-06
Norden Group LLC
INCREASED33,99933,849+150+0%$755.2K$718.7K-$36.4K2026-10-20
Ehrlich Financial Group
DECREASED32,449139,202-106,753-77%$3.1M$686.0K-$2.4M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED31,79830,259+1,539+5%$675.0K$672-$674.3K2026-11-02
Atria Investments, Inc
DECREASED31,38435,062-3,678-10%$782.2K$663.5K-$118.8K2026-10-15
Spectrum Planning & Advisory Services Inc.
DECREASED28,707142,862-114,155-80%$3.2M$606.9K-$2.6M2026-11-05
Wealthcare Advisory Partners LLC
INCREASED27,67627,225+451+2%$607.4K$585.1K-$22.3K2026-10-21
Idaho Trust Co
DECREASED27,24140,778-13,537-33%$909.3K$575.6K-$333.7K2026-11-04
Capital Investment Counsel, LLC
DECREASED26,79728,602-1,805-6%$638.1K$566.5K-$71.6K2026-10-14
WBH Advisory Inc
DECREASED25,49326,315-822-3%$587.1K$538.9K-$48.2K2026-11-05
Center For Asset Management LLC
DECREASED25,34953,668-28,319-53%$1.2M$535.9K-$661.4K2026-10-16
Alliance Wealth Advisors, LLC
DECREASED25,22627,351-2,125-8%$610.2K$533.3K-$76.9K2026-10-28
MGO One Seven LLC
INCREASED22,74422,441+303+1%$500.7K$480.8K-$19.9K2026-10-28
Acute Investment Advisory, LLC
DECREASED22,09422,658-564-2%$505.5K$467.1K-$38.4K2026-10-16
PFG Advisors
DECREASED20,43221,522-1,090-5%$480.2K$431.9K-$48.2K2026-10-16
Econ Financial Services Corp
NEW19,997—+19,997——$422.7K—2026-10-19
Balefire, LLC
DECREASED19,01719,949-932-5%$445.1K$402.0K-$43.0K2026-10-09
Northbridge Financial Group, LLC
DECREASED18,69119,453-762-4%$434.0K$393.8K-$40.2K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED18,24424,618-6,374-26%$549.2K$385.7K-$163.6K2026-10-20
Third View Private Wealth, LLC
DECREASED17,72819,265-1,537-8%$429.8K$374.8K-$55.0K2026-10-30
IFP Advisors, Inc
INCREASED16,18416,182+2+0%$361.0K$342.1K-$18.9K2026-10-16
Sharkey, Howes & Javer
DECREASED15,83721,178-5,341-25%$472.5K$334.8K-$137.7K2026-10-22
Howard Bailey Securities, LLC
DECREASED14,16114,669-508-3%$327.3K$299.4K-$27.9K2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED13,97312,713+1,260+10%$283.6K$295.4K+$11.8K2026-10-05
Ascent Group, LLC
INCREASED13,81413,626+188+1%$304.0K$292.0K-$12.0K2026-10-30
GK Wealth Management LLC
DECREASED13,68314,171-488-3%$316.1K$289.3K-$26.9K2026-10-09
Golden State Wealth Management, LLC
DECREASED12,83013,573-743-5%$302.8K$271.2K-$31.6K2026-11-02
StoneX Group Inc.
NEW12,051—+12,051——$258.9K—2026-11-03
Columbus Macro, LLC
DECREASED11,77012,087-317-3%$269.7K$248.8K-$20.8K2026-10-14
Signal Advisors Wealth, LLC
NEW11,761—+11,761——$248.6K—2026-10-13
Diversified Enterprises, LLC
UNCHANGED11,66311,66300%$260.2K$246.6K-$13.6K2026-10-19
LexAurum Advisors, LLC
UNCHANGED11,57411,57400%$258.2K$244.7K-$13.5K2026-10-19
West Wealth Group, LLC
DECREASED10,695175,486-164,791-94%$3.9M$226.1K-$3.7M2026-10-14
Wedbush Securities Inc
UNCHANGED10,68310,68300%$238.0K$226-$237.8K2026-10-22
Facet Wealth, Inc.
NEW10,372—+10,372——$219.3K—2026-11-04
Acorn Wealth Advisors, LLC
DECREASED9,8309,863-330%$220.0K$207.8K-$12.2K2026-10-19
Integrated Advisors Network LLC
DECREASED9,75778,751-68,994-88%$1.8M$206.3K-$1.6M2026-10-20
Creative Planning
NEW9,499—+9,499——$200.8K—2026-11-02
Heritage Family Offices, LLP
UNCHANGED9,3639,36300%$208.9K$197.9K-$11.0K2026-11-02
Pacific Center for Financial Services
UNCHANGED3,1033,10300%$69.2K$65.6K-$3.6K2026-10-15
CoreCap Advisors, LLC
UNCHANGED2,9692,96900%$66.2K$62.8K-$3.5K2026-10-08
Concord Wealth Partners
UNCHANGED2,6812,68100%$59.8K$56.7K-$3.1K2026-11-02
US Bancorp \de\
UNCHANGED1,9701,97000%$44.0K$41.6K-$2.3K2026-11-05
Compass Financial Management LLC
UNCHANGED1,9491,94900%$43.5K$41.2K-$2.3K2026-10-30
Creative Financial Designs Inc
DECREASED1,9321,947-15-1%$43.4K$40.8K-$2.6K2026-11-04
Buck Wealth Strategies, LLC
INCREASED1,7421,730+12+1%$38.6K$36.8K-$1.8K2026-10-28
Parallel Advisors, LLC
NEW1,280—+1,280——$27.1K—2026-11-03
Mather Group, Llc.
INCREASED1,227461+766+166%$10.3K$25.9K+$15.7K2026-10-14
Tounjian Advisory Partners, LLC
DECREASED1,0061,248-242-19%$27.9K$21.3K-$6.6K2026-11-04
Southern Michigan Bank & Trust
UNCHANGED1,0001,00000%$22.3K$21.1K-$1.2K2026-10-19
Richardson Financial Services Inc.
INCREASED987930+57+6%$20.7K$20.9K+$1202026-10-30
Triumph Capital Management
UNCHANGED98498400%$22.0K$20.8K-$1.2K2026-10-14
Armstrong Advisory Group, Inc
NEW811—+811——$17.1K—2026-10-09
United Financial Planning Group LLC
UNCHANGED76176100%$17.0K$16.1K-$8902026-11-04
Central Trust Co
UNCHANGED74574500%$16.6K$15.8K-$8712026-11-05
Register Financial Advisors LLC
DECREASED600757-157-21%$16.9K$12.7K-$4.2K2026-10-23
Tompkins Financial Corp
NEW567—+567——$12.0K—2026-10-05
Citigroup Inc
INCREASED544507+37+7%$11.3K$11.5K+$1892026-11-04
Barnes Dennig Private Wealth Management LLC
NEW496—+496——$10.5K—2026-10-30
Rossby Financial, LCC
INCREASED454328+126+38%$7.3K$9.6K+$2.3K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED420368+52+14%$8.2K$8.9K+$6812026-10-30
Cassaday & Co Wealth Management LLC
DECREASED322673-351-52%$15.0K$6.8K-$8.2K2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED29229200%$6.5K$6.2K-$3422026-10-07
Bayban
UNCHANGED20220200%$4.5K$4.5K$02026-11-05
Eastern Bank
UNCHANGED18018000%$4.0K$3.8K-$2112026-10-05
AlphaCore Capital LLC
UNCHANGED15015000%$3.3K$3.2K-$1762026-11-04
Cape Investment Advisory, Inc.
INCREASED1071+106+10600%$13$2.3K+$2.3K2026-10-13
Hager Investment Management Services, LLC
NEW74—+74——$1.6K—2026-11-04
Root Financial Partners, LLC
NEW39—+39——$826—2026-10-21
Beacon Financial Strategies Corp
NEW37—+37——$783—2026-10-14
Planning Strategies Inc.
UNCHANGED353500%$781$740-$412026-10-02
Quest 10 Wealth Builders, Inc.
UNCHANGED343400%$759$719-$402026-11-02
Montgomery Financial Services LLC
UNCHANGED262600%$580$550-$302026-11-03
SBI Securities Co., Ltd.
UNCHANGED222200%$491$465-$262026-10-22
Hughes Financial Services, LLC
UNCHANGED101000%$223$216-$72026-10-30
PNC Financial Services Group, Inc.
DECREASED94,192-4,183-100%$93.5K$190-$93.3K2026-11-06
Spurstone Advisory Services, LLC
UNCHANGED8800%$177$169-$82026-11-02
Silver Grove Financial Group, Inc.
NEW4—+4——$89—2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED3300%$67$64-$32026-10-16
Latitude Advisors, LLC
NEW2—+2——$44—2026-10-27
Marks Group Wealth Management, Inc
CLOSED074,258-74,258-100%$1.7M$0-$1.7M2026-11-05
Uptick Partners, LLC
CLOSED064,561-64,561-100%$1.4M$0-$1.4M2026-11-04
Q3 Asset Management
CLOSED024,564-24,564-100%$570$0-$5702026-11-06
Confluence Wealth Services, Inc.
CLOSED023,944-23,944-100%$534.2K$0-$534.2K2026-11-05
One Wealth Capital Management, LLC
CLOSED019,288-19,288-100%$430.3K$0-$430.3K2026-10-23
Acropolis Investment Management, LLC
CLOSED014,825-14,825-100%$330.7K$0-$330.7K2026-10-08
XY Planning Network, Inc.
CLOSED012,331-12,331-100%$275.1K$0-$275.1K2026-10-14
Savant Capital, LLC
CLOSED010,952-10,952-100%$244.8K$0-$244.8K2026-11-06
Journey Retirement Planning & Investment Management LLC
CLOSED09,626-9,626-100%$214.8K$0-$214.8K2026-10-09
Centurion Wealth Management LLC
CLOSED09,381-9,381-100%$209.3K$0-$209.3K2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED09,363-9,363-100%$208.9K$0-$208.9K2026-10-27
Level Four Advisory Services, LLC
CLOSED09,259-9,259-100%$206.6K$0-$206.6K2026-11-06
International Assets Investment Management, LLC
CLOSED02,011-2,011-100%$44.6K$0-$44.6K2026-11-02
Reap Financial Group, LLC
CLOSED01,979-1,979-100%$44.2K$0-$44.2K2026-11-02
Financial Consulate, Inc
CLOSED01,438-1,438-100%$32.1K$0-$32.1K2026-10-23
Realta Investment Advisors
CLOSED0500-500-100%$11.2K$0-$11.2K2026-10-14
AdvisorNet Financial, Inc
CLOSED0479-479-100%$10.7K$0-$10.7K2026-10-15
Comprehensive Financial Planning, Inc.
CLOSED0341-341-100%$7.6K$0-$7.6K2026-10-27
Blue Trust, Inc.
CLOSED0275-275-100%$6.1K$0-$6.1K2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED0266-266-100%$5.9K$0-$5.9K2026-11-04
Davis Capital Management
CLOSED0116-116-100%$2.6K$0-$2.6K2026-10-08
Tucker Asset Management LLC
CLOSED0107-107-100%$2.4K$0-$2.4K2026-10-29
SYM Financial Corp
CLOSED032-32-100%$714$0-$7142026-10-26
Blueline Advisors LLC
CLOSED04-4-100%$79$0-$792026-10-15
Financial Engines Advisors L.L.C.
N/A—196,882,687-196,882,687-100%$4.4B———
Stifel Financial Corp
N/A—5,892,272-5,892,272-100%$131.5M———
Benjamin Edwards Inc
N/A—4,813,580-4,813,580-100%$107.4M———
Ameriprise Financial Inc
N/A—3,577,787-3,577,787-100%$79.8M———
Bank of America Corp
N/A—2,245,455-2,245,455-100%$50.1M———
Advisory Alpha, LLC
N/A—2,230,802-2,230,802-100%$49.8M———
Goldman Sachs Group Inc
N/A—1,942,502-1,942,502-100%$43.3M———
Morgan Stanley
N/A—1,907,212-1,907,212-100%$42.5M———
JPMorgan Chase & Co
N/A—1,507,711-1,507,711-100%$33.8M———
Zurich Insurance Group Ltd
N/A—1,482,295-1,482,295-100%$33.1M———
Citadel Advisors LLC
N/A—1,438,482-1,438,482-100%$32.1M———
Financial Plan, Inc.
N/A—1,354,741-1,354,741-100%$30.2M———
Sanctuary Advisors, LLC
N/A—1,090,336-1,090,336-100%$24.3M———
Baird Financial Group, Inc.
N/A—1,078,449-1,078,449-100%$24.1M———
Gladstone Institutional Advisory LLC
N/A—885,033-885,033-100%$19.7M———
Compton Financial Group, LLC
N/A—870,078-870,078-100%$19.4M———
Cetera Investment Advisers
N/A—782,706-782,706-100%$17.5M———
Private Advisor Group, LLC
N/A—713,679-713,679-100%$15.9M———
ST Germain D J Co Inc
N/A—705,795-705,795-100%$15.7M———
Tidemark, LLC
N/A—703,013-703,013-100%$15.7M———
Summit Financial, LLC
N/A—695,748-695,748-100%$15.5M———
Equitable Holdings, Inc.
N/A—581,145-581,145-100%$13.0M———
Stokes Family Office, LLC
N/A—487,991-487,991-100%$10.9M———
Stratos Wealth Partners, Ltd.
N/A—470,785-470,785-100%$10.5M———
Mariner, LLC
N/A—394,180-394,180-100%$8.8M———
Chesapeake Wealth Management
N/A—318,400-318,400-100%$7.1M———
Envestnet Asset Management Inc
N/A—293,896-293,896-100%$6.6M———
Waverly Advisors, LLC
N/A—286,215-286,215-100%$6.4M———
Abound Financial, LLC
N/A—265,292-265,292-100%$5.9M———
Drucker Wealth 3.0, LLC
N/A—225,295-225,295-100%$5.0M———
Northwestern Mutual Wealth Management Co
N/A—224,804-224,804-100%$5.0M———
Checchi Capital Advisers, LLC
N/A—222,811-222,811-100%$5.0M———
Integrated Wealth Concepts LLC
N/A—207,876-207,876-100%$4.6M———
Vertex Planning Partners, LLC
N/A—197,532-197,532-100%$4.4M———
Western Wealth Management, LLC
N/A—183,412-183,412-100%$4.1M———
Osaic Holdings, Inc.
N/A—168,817-168,817-100%$3.8M———
JPL Wealth Management, LLC
N/A—166,364-166,364-100%$3.7M———
Forefront Wealth Partners, LLC
N/A—162,919-162,919-100%$3.6M———
Keystone Financial Group
N/A—144,536-144,536-100%$3.2M———
Mutual Advisors, LLC
N/A—119,069-119,069-100%$2.7M———
Kingsview Wealth Management, LLC
N/A—118,481-118,481-100%$2.6M———
Hirtle & Co., LLC
N/A—115,763-115,763-100%$2.6M———
Captrust Financial Advisors
N/A—110,044-110,044-100%$2.5M———
Alesco Advisors, LLC, An ESL Co
N/A—97,915-97,915-100%$2.2M———
Fort Point Capital Partners LLC
N/A—93,143-93,143-100%$2.1M———
EWA, LLC
N/A—88,003-88,003-100%$2.0M———
CacheTech Inc.
N/A—87,954-87,954-100%$2.0M———
Wells Fargo & Company
N/A—83,439-83,439-100%$1.9M———
Adams Wealth Management
N/A—78,165-78,165-100%$1.7M———
Mercer Global Advisors Inc
N/A—65,030-65,030-100%$1.5M———
Vestmark Advisory Solutions, Inc.
N/A—64,421-64,421-100%$1.4M———
Independent Advisor Alliance
N/A—55,587-55,587-100%$1.2M———
Royal Bank of Canada
N/A—51,985-51,985-100%$1.2M———
Advisory Services Network, LLC
N/A—49,704-49,704-100%$1.1M———
Wallace Advisory Group, LLC
N/A—42,246-42,246-100%$942.5K———
Strategic Investment Advisors / MI
N/A—39,487-39,487-100%$880.9K———
AE Wealth Management LLC
N/A—39,465-39,465-100%$880.5K———
HighPoint Advisor Group LLC
N/A—38,249-38,249-100%$853.3K———
Raymond James Financial Inc
N/A—36,899-36,899-100%$823.2K———
HRT Financial LP
N/A—34,845-34,845-100%$777.0K———
MML Investors Services, LLC
N/A—34,417-34,417-100%$767.8K———
Gateway Wealth Partners, LLC
N/A—33,745-33,745-100%$752.8K———
Global Retirement Partners, LLC
N/A—31,795-31,795-100%$709.4K———
Quadrature Capital Ltd
N/A—28,969-28,969-100%$646.3K———
Bragg Financial Advisors, Inc
N/A—28,804-28,804-100%$642.6K———
&partners
N/A—28,575-28,575-100%$637.5K———
Hobbs Group Advisors, LLC
N/A—27,236-27,236-100%$607.6K———
United Capital Financial Advisors, LLC
N/A—24,986-24,986-100%$557.1K———
Quantinno Capital Management LP
N/A—21,340-21,340-100%$476.1K———
Renaissance Technologies LLC
N/A—20,286-20,286-100%$452.6K———
FMR LLC
N/A—19,803-19,803-100%$441.8K———
Jones Financial Companies Lllp
N/A—19,314-19,314-100%$432.8K———
Arax Advisory Partners
N/A—19,268-19,268-100%$429.9K———
Focus Partners Wealth
N/A—17,113-17,113-100%$381.8K———
Ausdal Financial Partners, Inc.
N/A—15,309-15,309-100%$341.5K———
Great Valley Advisor Group, Inc.
N/A—14,953-14,953-100%$333.6K———
HighTower Advisors, LLC
N/A—14,926-14,926-100%$333.0K———
Aptus Capital Advisors, LLC
N/A—13,622-13,622-100%$303.9K———
Astoria Portfolio Advisors Llc.
N/A—13,613-13,613-100%$303.7K———
Qube Research & Technologies Ltd
N/A—12,741-12,741-100%$284.3K———
Perennial Investment Advisors, LLC
N/A—12,460-12,460-100%$278.0K———
Foster & Motley Inc
N/A—12,036-12,036-100%$269.0K———
Lowe Brockenbrough & Co Inc
N/A—12,000-12,000-100%$267.7K———
Mosaic Family Wealth Partners, LLC
N/A—10,705-10,705-100%$238.8K———
Belpointe Asset Management LLC
N/A—10,572-10,572-100%$235.9K———
Foundations Investment Advisors, LLC
N/A—10,366-10,366-100%$231.3K———
Bartlett & Co. Wealth Management LLC
N/A—10,341-10,341-100%$230.7K———
Lifeworks Advisors, LLC
N/A—10,321-10,321-100%$230.3K———
Sachetta, LLC
N/A—8,766-8,766-100%$195.6K———
Measured Wealth Private Client Group, LLC
N/A—5,631-5,631-100%$125.6K———
IFG Advisory, LLC
N/A—4,261-4,261-100%$95.1K———
Steward Partners Investment Advisory, LLC
N/A—3,787-3,787-100%$84.5K———
O'shaughnessy Asset Management, LLC
N/A—3,782-3,782-100%$84.4K———
NewEdge Advisors, LLC
N/A—3,010-3,010-100%$67.2K———
Fourth Dimension Wealth, LLC
N/A—2,866-2,866-100%$63.9K———
Blair William & Co
N/A—2,228-2,228-100%$49.7K———
Crewe Advisors LLC
N/A—2,168-2,168-100%$48.4K———
Atlantic Union Bankshares Corp
N/A—1,744-1,744-100%$38.9K———
Rockefeller Capital Management L.P.
N/A—1,428-1,428-100%$31.9K———
Mcguire Capital Advisors Inc
N/A—1,348-1,348-100%$30.1K———
UBS Group AG
N/A—1,249-1,249-100%$27.9K———
Ameritas Advisory Services, LLC
N/A—869-869-100%$19.4K———
Ancora Advisors LLCA
N/A—861-861-100%$19.2K———
FAS Wealth Partners, Inc.
N/A—769-769-100%$17.2K———
Hantz Financial Services, Inc.
N/A—536-536-100%$12.0K———
Vanguard Advisers Inc
N/A—372-372-100%$8.3K———
BFC Planning, Inc.
N/A—359-359-100%$8.0K———
Continuum Advisory, LLC
N/A—345-345-100%$7.7K———
IMA Advisory Services, Inc.
N/A—232-232-100%$5.2K———
Virtus Fixed Income Advisers, LLC
N/A—211-211-100%$4.7K———
Atomic Invest LLC
N/A—193-193-100%$4.3K———
Wellington-Altus USA Inc.
N/A—164-164-100%$3.7K———
Harbour Investments, Inc.
N/A—102-102-100%$2.3K———
N.E.W. Advisory Services LLC
N/A—42-42-100%$937———
Tower Research Capital LLC (TRC)
N/A—22-22-100%$491———
Meramec Financial Planners, LLC
N/A—8-8-100%$177———
Showing 277 of 277 institutions