SS Spdr S&P Pharma ETF (XPH)

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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Parkway Wealth Management Group, LLC

NEW

Shares380,824

Change+380,824

Value$24.8M

Filed 2026-10-20

First Citizens Bank & Trust Co

DECREASED

Shares170,502 from 195,701

Change-25,199 (-13%)

Value$11.1M (-$1.9M)

Filed 2026-10-14

Citigroup Inc

DECREASED

Shares91,111 from 104,114

Change-13,003 (-12%)

Value$5.9M (-$977.4K)

Filed 2026-11-04

Truist Financial Corp

DECREASED

Shares69,180 from 70,678

Change-1,498 (-2%)

Value$4.5M (-$187.2K)

Filed 2026-10-30

Great Diamond Partners, LLC

NEW

Shares39,493

Change+39,493

Value$2.6M

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

NEW

Shares32,619

Change+32,619

Value$2.1K

Filed 2026-11-02

Braeburn Wealth Management LLC

NEW

Shares30,877

Change+30,877

Value$2.0M

Filed 2026-10-15

Avior Wealth Management, LLC

INCREASED

Shares18,027 from 12,070

Change+5,957 (+49%)

Value$1.2M (+$371.8K)

Filed 2026-10-13

Eddie Patel Inc

NEW

Shares13,698

Change+13,698

Value$890.4K

Filed 2026-11-02

Compass Wealth Management LLC

DECREASED

Shares11,255 from 26,652

Change-15,397 (-58%)

Value$731.6K (-$1.0M)

Filed 2026-10-22

Park Avenue Securities LLC

INCREASED

Shares10,085 from 8,917

Change+1,168 (+13%)

Value$656 (-$590.3K)

Filed 2026-10-26

CX Institutional

DECREASED

Shares7,352 from 8,217

Change-865 (-11%)

Value$478 (-$67)

Filed 2026-10-02

Kestra Advisory Services, LLC

INCREASED

Shares6,851 from 3,757

Change+3,094 (+82%)

Value$445.3K (+$196.3K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares6,803 from 3,753

Change+3,050 (+81%)

Value$442.2K (+$193.5K)

Filed 2026-11-02

Fragasso Financial Advisors Inc

INCREASED

Shares6,703 from 6,699

Change+4 (+0%)

Value$433.4K (-$10.6K)

Filed 2026-10-13

Sigma Planning Corp

DECREASED

Shares5,889 from 6,088

Change-199 (-3%)

Value$379.4K (-$24.1K)

Filed 2026-10-23

Allspring Global Investments Holdings, LLC

NEW

Shares5,708

Change+5,708

Value$364.1K

Filed 2026-11-04

Independent Financial Group, LLC

UNCHANGED

Shares4,700 from 4,700

Change0 (0%)

Value$305.5K (-$6.0K)

Filed 2026-10-13

Ascentis Independent Advisors

NEW

Shares4,629

Change+4,629

Value$300.9K

Filed 2026-11-03

Private Trust Co NA

NEW

Shares4,400

Change+4,400

Value$286.0K

Filed 2026-10-20

Fulcrum Equity Management

NEW

Shares4,090

Change+4,090

Value$265.9K

Filed 2026-10-21

Farther Finance Advisors, LLC

INCREASED

Shares3,972 from 3,970

Change+2 (+0%)

Value$258.2K (-$5.0K)

Filed 2026-10-08

Oppenheimer & Co Inc

NEW

Shares3,732

Change+3,732

Value$242.6K

Filed 2026-10-26

Kaizen Financial Strategies

NEW

Shares3,500

Change+3,500

Value$227.5K

Filed 2026-10-09

Advantage Trust Co

UNCHANGED

Shares3,250 from 3,250

Change0 (0%)

Value$211.3K (-$4.1K)

Filed 2026-10-19

Simplex Trading, LLC

NEW

Shares2,916

Change+2,916

Value$189.5K

Filed 2026-11-04

Lanark Financial, Inc.

DECREASED

Shares1,335 from 1,557

Change-222 (-14%)

Value$86.8K (-$16.4K)

Filed 2026-10-26

Team Financial Group, LLC

NEW

Shares1,000

Change+1,000

Value$65.0K

Filed 2026-10-30

Murphy & Mullick Capital Management Corp

NEW

Shares525

Change+525

Value$34.1K

Filed 2026-11-02

Fifth Third Bancorp

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$29.3K (-$572)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares326 from 326

Change0 (0%)

Value$21.2K (-$414)

Filed 2026-11-03

Next Level Wealth Planning, LLC

NEW

Shares172

Change+172

Value$11.2K

Filed 2026-10-29

Assetmark, Inc

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$8.1K (-$159)

Filed 2026-10-21

IFP Advisors, Inc

UNCHANGED

Shares107 from 107

Change0 (0%)

Value$7.0K (-$136)

Filed 2026-10-16

Cape Investment Advisory, Inc.

DECREASED

Shares104 from 180

Change-76 (-42%)

Value$6.8K (-$5.2K)

Filed 2026-10-13

Mather Group, Llc.

NEW

Shares100

Change+100

Value$6.5K

Filed 2026-10-14

First Bancorp, Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.5K (-$127)

Filed 2026-10-26

Pension & Wealth Management Advisors, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.5K (-$127)

Filed 2026-10-16

Larson Financial Group LLC

NEW

Shares72

Change+72

Value$4.7K

Filed 2026-11-05

Signature Equity Partners, LLC

INCREASED

Shares69 from 19

Change+50 (+263%)

Value$4.5K (+$3.2K)

Filed 2026-10-29

CoreCap Advisors, LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$2.7K (-$52)

Filed 2026-10-08

Abound Wealth Management

NEW

Shares27

Change+27

Value$1.8K

Filed 2026-10-26

Blue Trust, Inc.

NEW

Shares11

Change+11

Value$697

Filed 2026-10-15

Belvedere Trading LLC

CLOSED

Shares0 from 3,303

Change-3,303 (-100%)

Value$0 (-$218.9K)

Filed 2026-11-05

Bank of America Corp

N/A

Shares— from 1,015,894

Change-1,015,894 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 387,368

Change-387,368 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 314,894

Change-314,894 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 314,226

Change-314,226 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 221,822

Change-221,822 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 180,521

Change-180,521 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 168,419

Change-168,419 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 71,806

Change-71,806 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 68,306

Change-68,306 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 63,697

Change-63,697 (-100%)

Value—

UBS Group AG

N/A

Shares— from 55,346

Change-55,346 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 49,004

Change-49,004 (-100%)

Value—

Wharton Business Group, LLC

N/A

Shares— from 46,395

Change-46,395 (-100%)

Value—

SVB Wealth LLC

N/A

Shares— from 42,797

Change-42,797 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 35,751

Change-35,751 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 32,929

Change-32,929 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 32,012

Change-32,012 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 31,119

Change-31,119 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 28,468

Change-28,468 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 26,885

Change-26,885 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 26,231

Change-26,231 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,917

Change-21,917 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 19,972

Change-19,972 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 18,863

Change-18,863 (-100%)

Value—

Blair William & Co

N/A

Shares— from 16,556

Change-16,556 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 15,179

Change-15,179 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 11,745

Change-11,745 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 11,507

Change-11,507 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 11,416

Change-11,416 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 10,822

Change-10,822 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 8,348

Change-8,348 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 7,603

Change-7,603 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,253

Change-6,253 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,909

Change-5,909 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 5,731

Change-5,731 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 5,619

Change-5,619 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 5,497

Change-5,497 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 4,939

Change-4,939 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,245

Change-4,245 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 4,033

Change-4,033 (-100%)

Value—

Vista Investment Management

N/A

Shares— from 3,986

Change-3,986 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,798

Change-3,798 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 3,794

Change-3,794 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,308

Change-3,308 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 3,271

Change-3,271 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 2,425

Change-2,425 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,308

Change-2,308 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 2,280

Change-2,280 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 1,297

Change-1,297 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,190

Change-1,190 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 790

Change-790 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 619

Change-619 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 489

Change-489 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 452

Change-452 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 400

Change-400 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 392

Change-392 (-100%)

Value—

Barclays PLC

N/A

Shares— from 344

Change-344 (-100%)

Value—

New Republic Capital, LLC

N/A

Shares— from 338

Change-338 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 230

Change-230 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 188

Change-188 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 179

Change-179 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 121

Change-121 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 103

Change-103 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 101

Change-101 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

	Status
Parkway Wealth Management Group, LLC	NEW	380,824	—	+380,824	—	—	$24.8M	—	2026-10-20
First Citizens Bank & Trust Co	DECREASED	170,502	195,701	-25,199	-13%	$13.0M	$11.1M	-$1.9M	2026-10-14
Citigroup Inc	DECREASED	91,111	104,114	-13,003	-12%	$6.9M	$5.9M	-$977.4K	2026-11-04
Truist Financial Corp	DECREASED	69,180	70,678	-1,498	-2%	$4.7M	$4.5M	-$187.2K	2026-10-30
Great Diamond Partners, LLC	NEW	39,493	—	+39,493	—	—	$2.6M	—	2026-10-13
Cambridge Investment Research Advisors, Inc.	NEW	32,619	—	+32,619	—	—	$2.1K	—	2026-11-02
Braeburn Wealth Management LLC	NEW	30,877	—	+30,877	—	—	$2.0M	—	2026-10-15
Avior Wealth Management, LLC	INCREASED	18,027	12,070	+5,957	+49%	$799.9K	$1.2M	+$371.8K	2026-10-13
Eddie Patel Inc	NEW	13,698	—	+13,698	—	—	$890.4K	—	2026-11-02
Compass Wealth Management LLC	DECREASED	11,255	26,652	-15,397	-58%	$1.8M	$731.6K	-$1.0M	2026-10-22
Park Avenue Securities LLC	INCREASED	10,085	8,917	+1,168	+13%	$591.0K	$656	-$590.3K	2026-10-26
CX Institutional	DECREASED	7,352	8,217	-865	-11%	$545	$478	-$67	2026-10-02
Kestra Advisory Services, LLC	INCREASED	6,851	3,757	+3,094	+82%	$249.0K	$445.3K	+$196.3K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	6,803	3,753	+3,050	+81%	$248.7K	$442.2K	+$193.5K	2026-11-02
Fragasso Financial Advisors Inc	INCREASED	6,703	6,699	+4	+0%	$444.0K	$433.4K	-$10.6K	2026-10-13
Sigma Planning Corp	DECREASED	5,889	6,088	-199	-3%	$403.5K	$379.4K	-$24.1K	2026-10-23
Allspring Global Investments Holdings, LLC	NEW	5,708	—	+5,708	—	—	$364.1K	—	2026-11-04
Independent Financial Group, LLC	UNCHANGED	4,700	4,700	0	0%	$311.5K	$305.5K	-$6.0K	2026-10-13
Ascentis Independent Advisors	NEW	4,629	—	+4,629	—	—	$300.9K	—	2026-11-03
Private Trust Co NA	NEW	4,400	—	+4,400	—	—	$286.0K	—	2026-10-20
Fulcrum Equity Management	NEW	4,090	—	+4,090	—	—	$265.9K	—	2026-10-21
Farther Finance Advisors, LLC	INCREASED	3,972	3,970	+2	+0%	$263.1K	$258.2K	-$5.0K	2026-10-08
Oppenheimer & Co Inc	NEW	3,732	—	+3,732	—	—	$242.6K	—	2026-10-26
Kaizen Financial Strategies	NEW	3,500	—	+3,500	—	—	$227.5K	—	2026-10-09
Advantage Trust Co	UNCHANGED	3,250	3,250	0	0%	$215.4K	$211.3K	-$4.1K	2026-10-19
Simplex Trading, LLC	NEW	2,916	—	+2,916	—	—	$189.5K	—	2026-11-04
Lanark Financial, Inc.	DECREASED	1,335	1,557	-222	-14%	$103.2K	$86.8K	-$16.4K	2026-10-26
Team Financial Group, LLC	NEW	1,000	—	+1,000	—	—	$65.0K	—	2026-10-30
Murphy & Mullick Capital Management Corp	NEW	525	—	+525	—	—	$34.1K	—	2026-11-02
Fifth Third Bancorp	UNCHANGED	450	450	0	0%	$29.8K	$29.3K	-$572	2026-11-05
Ashton Thomas Private Wealth, LLC	UNCHANGED	326	326	0	0%	$21.6K	$21.2K	-$414	2026-11-03
Next Level Wealth Planning, LLC	NEW	172	—	+172	—	—	$11.2K	—	2026-10-29
Assetmark, Inc	UNCHANGED	125	125	0	0%	$8.3K	$8.1K	-$159	2026-10-21
IFP Advisors, Inc	UNCHANGED	107	107	0	0%	$7.1K	$7.0K	-$136	2026-10-16
Cape Investment Advisory, Inc.	DECREASED	104	180	-76	-42%	$11.9K	$6.8K	-$5.2K	2026-10-13
Mather Group, Llc.	NEW	100	—	+100	—	—	$6.5K	—	2026-10-14
First Bancorp, Inc	UNCHANGED	100	100	0	0%	$6.6K	$6.5K	-$127	2026-10-26
Pension & Wealth Management Advisors, Inc.	UNCHANGED	100	100	0	0%	$6.6K	$6.5K	-$127	2026-10-16
Larson Financial Group LLC	NEW	72	—	+72	—	—	$4.7K	—	2026-11-05
Signature Equity Partners, LLC	INCREASED	69	19	+50	+263%	$1.3K	$4.5K	+$3.2K	2026-10-29
CoreCap Advisors, LLC	UNCHANGED	41	41	0	0%	$2.7K	$2.7K	-$52	2026-10-08
Abound Wealth Management	NEW	27	—	+27	—	—	$1.8K	—	2026-10-26
Blue Trust, Inc.	NEW	11	—	+11	—	—	$697	—	2026-10-15
Belvedere Trading LLC	CLOSED	0	3,303	-3,303	-100%	$218.9K	$0	-$218.9K	2026-11-05
Bank of America Corp	N/A	—	1,015,894	-1,015,894	-100%	$67.3M	—	—	—
Wells Fargo & Company	N/A	—	387,368	-387,368	-100%	$25.7M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	314,894	-314,894	-100%	$20.9M	—	—	—
Morgan Stanley	N/A	—	314,226	-314,226	-100%	$20.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	221,822	-221,822	-100%	$14.7M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	180,521	-180,521	-100%	$12.0M	—	—	—
LPL Financial LLC	N/A	—	168,419	-168,419	-100%	$11.2M	—	—	—
Evelyn Partners Group Ltd	N/A	—	71,806	-71,806	-100%	$10.5M	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	68,306	-68,306	-100%	$4.5M	—	—	—
Private Advisor Group, LLC	N/A	—	63,697	-63,697	-100%	$4.2M	—	—	—
UBS Group AG	N/A	—	55,346	-55,346	-100%	$3.7M	—	—	—
Cetera Investment Advisers	N/A	—	49,004	-49,004	-100%	$3.2M	—	—	—
Wharton Business Group, LLC	N/A	—	46,395	-46,395	-100%	$3.1M	—	—	—
SVB Wealth LLC	N/A	—	42,797	-42,797	-100%	$2.8M	—	—	—
Two Sigma Investments, LP	N/A	—	35,751	-35,751	-100%	$2.4M	—	—	—
Clark Capital Management Group, Inc.	N/A	—	32,929	-32,929	-100%	$2.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	32,012	-32,012	-100%	$2.1M	—	—	—
MAI Capital Management	N/A	—	31,119	-31,119	-100%	$2.1M	—	—	—
Baird Financial Group, Inc.	N/A	—	28,468	-28,468	-100%	$1.9M	—	—	—
GTS Securities LLC	N/A	—	26,885	-26,885	-100%	$1.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	26,231	-26,231	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	21,917	-21,917	-100%	$1.5M	—	—	—
MML Investors Services, LLC	N/A	—	19,972	-19,972	-100%	$1.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	18,863	-18,863	-100%	$1.3M	—	—	—
Blair William & Co	N/A	—	16,556	-16,556	-100%	$1.1M	—	—	—
Arax Advisory Partners	N/A	—	15,179	-15,179	-100%	$1.0M	—	—	—
SummitTX Capital, L.P.	N/A	—	11,745	-11,745	-100%	$778.3K	—	—	—
Stifel Financial Corp	N/A	—	11,507	-11,507	-100%	$762.6K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	11,416	-11,416	-100%	$756.5K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	10,822	-10,822	-100%	$717.2K	—	—	—
HRT Financial LP	N/A	—	8,348	-8,348	-100%	$553.0K	—	—	—
JPMorgan Chase & Co	N/A	—	7,603	-7,603	-100%	$504.9K	—	—	—
Jane Street Group, LLC	N/A	—	6,253	-6,253	-100%	$414.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,909	-5,909	-100%	$391.7K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	5,731	-5,731	-100%	$379.8K	—	—	—
Principal Securities, Inc.	N/A	—	5,619	-5,619	-100%	$372.4K	—	—	—
Raymond James Financial Inc	N/A	—	5,497	-5,497	-100%	$364.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	4,939	-4,939	-100%	$327.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,245	-4,245	-100%	$281.0K	—	—	—
NewEdge Wealth, LLC	N/A	—	4,033	-4,033	-100%	$267.3K	—	—	—
Vista Investment Management	N/A	—	3,986	-3,986	-100%	$264.2K	—	—	—
FMR LLC	N/A	—	3,798	-3,798	-100%	$251.7K	—	—	—
Lifeworks Advisors, LLC	N/A	—	3,794	-3,794	-100%	$251.4K	—	—	—
HighTower Advisors, LLC	N/A	—	3,308	-3,308	-100%	$219.2K	—	—	—
Focus Partners Wealth	N/A	—	3,271	-3,271	-100%	$216.8K	—	—	—
National Bank of Canada	N/A	—	2,425	-2,425	-100%	$160.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,308	-2,308	-100%	$152.2K	—	—	—
EP Wealth Advisors, LLC	N/A	—	2,280	-2,280	-100%	$151.1K	—	—	—
BlackRock, Inc.	N/A	—	1,500	-1,500	-100%	$99.4K	—	—	—
Bank of Montreal	N/A	—	1,400	-1,400	-100%	$92.8K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	1,297	-1,297	-100%	$86.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,190	-1,190	-100%	$78.9K	—	—	—
Allworth Financial LP	N/A	—	790	-790	-100%	$52.4K	—	—	—
Whittier Trust Co	N/A	—	619	-619	-100%	$41.6K	—	—	—
Caitlin John, LLC	N/A	—	500	-500	-100%	$33.1K	—	—	—
BFC Planning, Inc.	N/A	—	489	-489	-100%	$32.4K	—	—	—
AE Wealth Management LLC	N/A	—	452	-452	-100%	$29.9K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	400	-400	-100%	$26.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	392	-392	-100%	$26.0K	—	—	—
Barclays PLC	N/A	—	344	-344	-100%	$22.8K	—	—	—
New Republic Capital, LLC	N/A	—	338	-338	-100%	$22.4K	—	—	—
Qube Research & Technologies Ltd	N/A	—	230	-230	-100%	$15.2K	—	—	—
Addison Advisors LLC	N/A	—	188	-188	-100%	$12.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	179	-179	-100%	$11.9K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	150	-150	-100%	$9.9K	—	—	—
IFG Advisory, LLC	N/A	—	121	-121	-100%	$8.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	103	-103	-100%	$6.8K	—	—	—
Huntington National Bank	N/A	—	101	-101	-100%	$6.7K	—	—	—
Front Row Advisors LLC	N/A	—	18	-18	-100%	$1.3K	—	—	—

Showing 113 of 113 institutions