SS Spdr BB EM USD Bond ETF (EMHC)

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

Shares581,354 from 558,691

Change+22,663 (+4%)

Value$13.9M (-$336.2K)

Filed 2026-10-21

Aspire Private Capital, LLC

INCREASED

Shares240,155 from 236,635

Change+3,520 (+1%)

Value$5.7M (-$287.5K)

Filed 2026-11-05

Valtinson Bruner Financial Planning LLC

INCREASED

Shares175,333 from 91,684

Change+83,649 (+91%)

Value$4.2M (+$1.9M)

Filed 2026-11-02

Park Avenue Securities LLC

INCREASED

Shares158,637 from 157,438

Change+1,199 (+1%)

Value$3.8K (-$4.0M)

Filed 2026-10-26

Breakwater Investment Management

INCREASED

Shares141,974 from 121,718

Change+20,256 (+17%)

Value$3.4M (+$292.4K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares119,276 from 121,627

Change-2,351 (-2%)

Value$2.8K (-$3.1M)

Filed 2026-11-02

Raleigh Capital Management Inc.

INCREASED

Shares113,365 from 103,338

Change+10,027 (+10%)

Value$2.7M (+$77.1K)

Filed 2026-10-28

Landmark Wealth Management, Inc.

INCREASED

Shares101,160 from 100,315

Change+845 (+1%)

Value$2.4M (-$137.3K)

Filed 2026-11-04

Hibernia Wealth Partners, LLC

INCREASED

Shares77,340 from 66,761

Change+10,579 (+16%)

Value$1.8M (+$147.7K)

Filed 2026-10-29

Ethic Inc.

INCREASED

Shares74,455 from 24,839

Change+49,616 (+200%)

Value$1.8M (+$1.1M)

Filed 2026-11-03

Signal Advisors Wealth, LLC

INCREASED

Shares70,953 from 62,177

Change+8,776 (+14%)

Value$1.7M (+$111.9K)

Filed 2026-10-13

KWB Wealth

DECREASED

Shares70,198 from 76,244

Change-6,046 (-8%)

Value$1.7M (-$264.0K)

Filed 2026-10-16

Simplicity Wealth,LLC

INCREASED

Shares61,199 from 58,049

Change+3,150 (+5%)

Value$1.5M (-$16.0K)

Filed 2026-10-23

Vicus Capital

INCREASED

Shares47,161 from 45,621

Change+1,540 (+3%)

Value$1.1M (-$34.9K)

Filed 2026-11-05

Visionary Horizons, LLC

INCREASED

Shares44,747 from 42,084

Change+2,663 (+6%)

Value$1.1M (-$2.5K)

Filed 2026-10-22

Midwest Financial Network, LLC

INCREASED

Shares41,101 from 34,023

Change+7,078 (+21%)

Value$981.1K (+$115.7K)

Filed 2026-10-13

WealthPoint Financial, LLC

INCREASED

Shares39,188 from 36,257

Change+2,931 (+8%)

Value$935.4K (+$13.0K)

Filed 2026-11-03

RFG Advisory, LLC

INCREASED

Shares38,099 from 37,269

Change+830 (+2%)

Value$909.4K (-$38.7K)

Filed 2026-11-03

Legacy Wealth Partners, LLC

INCREASED

Shares31,072 from 25,122

Change+5,950 (+24%)

Value$741.7K (+$102.6K)

Filed 2026-10-15

Lockerman Financial Group, Inc.

INCREASED

Shares29,724 from 25,833

Change+3,891 (+15%)

Value$709.5K (+$52.3K)

Filed 2026-10-19

DWM Financial Group, Inc.

NEW

Shares29,541

Change+29,541

Value$705.1K

Filed 2026-10-28

International Private Wealth Advisors LLC

DECREASED

Shares25,014 from 25,148

Change-134 (-1%)

Value$597.1K (-$42.7K)

Filed 2026-11-05

Concurrent Investment Advisors, LLC

INCREASED

Shares24,494 from 23,563

Change+931 (+4%)

Value$584.7K (-$14.8K)

Filed 2026-10-16

Creative Financial Designs Inc

INCREASED

Shares24,423 from 22,692

Change+1,731 (+8%)

Value$583.0K (+$5.7K)

Filed 2026-11-04

Sharkey, Howes & Javer

DECREASED

Shares22,283 from 26,276

Change-3,993 (-15%)

Value$531.9K (-$136.6K)

Filed 2026-10-22

BlueChip Wealth Advisors LLC

INCREASED

Shares20,540 from 14,759

Change+5,781 (+39%)

Value$490.3K (+$114.8K)

Filed 2026-11-03

Axxcess Wealth Management, LLC

DECREASED

Shares17,523 from 24,520

Change-6,997 (-29%)

Value$418.3K (-$205.5K)

Filed 2026-10-21

Atria Investments, Inc

DECREASED

Shares15,193 from 15,225

Change-32 (0%)

Value$362.7K (-$24.7K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares15,166 from 13,358

Change+1,808 (+14%)

Value$362.0K (+$22.2K)

Filed 2026-11-02

Balefire, LLC

INCREASED

Shares14,021 from 13,579

Change+442 (+3%)

Value$334.7K (-$10.8K)

Filed 2026-10-09

AlphaStar Capital Management, LLC

INCREASED

Shares12,908 from 12,765

Change+143 (+1%)

Value$308.1K (-$16.6K)

Filed 2026-10-16

Ascent Group, LLC

DECREASED

Shares11,945 from 12,030

Change-85 (-1%)

Value$285.1K (-$20.9K)

Filed 2026-10-30

Outlook Wealth Advisors, LLC

INCREASED

Shares11,827 from 11,386

Change+441 (+4%)

Value$282.3K (-$6.9K)

Filed 2026-10-28

Sowell Financial Services LLC

INCREASED

Shares11,555 from 10,924

Change+631 (+6%)

Value$275.8K (-$2.1K)

Filed 2026-10-23

Richardson Financial Services Inc.

INCREASED

Shares11,009 from 10,684

Change+325 (+3%)

Value$262.8K (-$9.0K)

Filed 2026-10-30

Cannon Financial Strategists, Inc.

INCREASED

Shares10,813 from 10,295

Change+518 (+5%)

Value$258.1K (-$3.8K)

Filed 2026-10-19

Balboa Wealth Partners

INCREASED

Shares10,758 from 10,530

Change+228 (+2%)

Value$256.8K (-$11.1K)

Filed 2026-10-20

Global Financial Private Client, LLC

INCREASED

Shares9,450 from 9,395

Change+55 (+1%)

Value$225.6K (-$13.4K)

Filed 2026-10-15

IFP Advisors, Inc

INCREASED

Shares4,181 from 4,165

Change+16 (+0%)

Value$99.8K (-$6.2K)

Filed 2026-10-16

Triumph Capital Management

INCREASED

Shares3,188 from 2,227

Change+961 (+43%)

Value$76.1K (+$19.4K)

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares1,296 from 1,123

Change+173 (+15%)

Value$30.9K (+$2.4K)

Filed 2026-10-08

Brown, Lisle Ings, Inc.

INCREASED

Shares1,236 from 1,148

Change+88 (+8%)

Value$29.5K (+$298)

Filed 2026-10-16

James T. Borello RIA

UNCHANGED

Shares861 from 861

Change0 (0%)

Value$20.6K (-$1.4K)

Filed 2026-10-16

Buck Wealth Strategies, LLC

INCREASED

Shares731 from 723

Change+8 (+1%)

Value$17.4K (-$944)

Filed 2026-10-28

Private Trust Co NA

INCREASED

Shares437 from 406

Change+31 (+8%)

Value$10.4K (+$102)

Filed 2026-10-20

Pinnacle Wealth Planning Services, Inc.

NEW

Shares359

Change+359

Value$8.6K

Filed 2026-10-27

Fifth Third Bancorp

INCREASED

Shares322 from 312

Change+10 (+3%)

Value$7.7K (-$251)

Filed 2026-11-05

Parallel Advisors, LLC

NEW

Shares178

Change+178

Value$4.2K

Filed 2026-11-03

Lloyd Advisory Services, Llc.

INCREASED

Shares165 from 162

Change+3 (+2%)

Value$3.9K (-$201)

Filed 2026-11-02

Covestor Ltd

INCREASED

Shares135 from 132

Change+3 (+2%)

Value$3 ($0)

Filed 2026-10-30

Beacon Financial Strategies Corp

NEW

Shares128

Change+128

Value$3.1K

Filed 2026-10-14

Cape Investment Advisory, Inc.

INCREASED

Shares118 from 111

Change+7 (+6%)

Value$2.8K (-$7)

Filed 2026-10-13

Kingdom Financial Group Llc.

DECREASED

Shares115 from 150

Change-35 (-23%)

Value$2.8K (-$1.1K)

Filed 2026-11-04

Evolution Wealth Management Inc.

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$2.7K (-$181)

Filed 2026-10-28

Reap Financial Group, LLC

UNCHANGED

Shares111 from 111

Change0 (0%)

Value$2.7K (-$174)

Filed 2026-11-02

Heritage Family Offices, LLP

NEW

Shares110

Change+110

Value$2.6K

Filed 2026-11-02

Quest 10 Wealth Builders, Inc.

INCREASED

Shares78 from 74

Change+4 (+5%)

Value$1.9K (-$21)

Filed 2026-11-02

CoreCap Advisors, LLC

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$1.4K (-$89)

Filed 2026-10-08

Rossby Financial, LCC

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$1.2K (-$82)

Filed 2026-11-05

Key Capital Management, Inc

INCREASED

Shares15 from 9

Change+6 (+67%)

Value$358 (+$129)

Filed 2026-11-03

Networth Advisors, LLC

NEW

Shares9

Change+9

Value$215

Filed 2026-11-03

AdvisorNet Financial, Inc

CLOSED

Shares0 from 729

Change-729 (-100%)

Value$0 (-$18.5K)

Filed 2026-10-15

LPL Financial LLC

N/A

Shares— from 1,615,514

Change-1,615,514 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 875,434

Change-875,434 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 785,292

Change-785,292 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 399,034

Change-399,034 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 135,611

Change-135,611 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 129,504

Change-129,504 (-100%)

Value—

Capital Investment Management, Inc.

N/A

Shares— from 100,689

Change-100,689 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 94,644

Change-94,644 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 85,940

Change-85,940 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 61,850

Change-61,850 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 53,921

Change-53,921 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 53,097

Change-53,097 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 50,354

Change-50,354 (-100%)

Value—

McNamara Financial Services, Inc.

N/A

Shares— from 42,882

Change-42,882 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 40,905

Change-40,905 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 36,101

Change-36,101 (-100%)

Value—

Novus Advisors, LLC

N/A

Shares— from 34,477

Change-34,477 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 33,188

Change-33,188 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 31,209

Change-31,209 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 26,811

Change-26,811 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 25,969

Change-25,969 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 22,479

Change-22,479 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 19,933

Change-19,933 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 16,978

Change-16,978 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 16,008

Change-16,008 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 14,466

Change-14,466 (-100%)

Value—

PCB Capital LLC

N/A

Shares— from 13,088

Change-13,088 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 10,250

Change-10,250 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 8,614

Change-8,614 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 8,444

Change-8,444 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 8,256

Change-8,256 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 6,053

Change-6,053 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 5,282

Change-5,282 (-100%)

Value—

Strategic Investment Advisors / MI

N/A

Shares— from 4,599

Change-4,599 (-100%)

Value—

Richard W. Paul & Associates, LLC

N/A

Shares— from 3,274

Change-3,274 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 661

Change-661 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 550

Change-550 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 397

Change-397 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 265

Change-265 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 258

Change-258 (-100%)

Value—

FMR LLC

N/A

Shares— from 198

Change-198 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 169

Change-169 (-100%)

Value—

UBS Group AG

N/A

Shares— from 120

Change-120 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 87

Change-87 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

	Status
Assetmark, Inc	INCREASED	581,354	558,691	+22,663	+4%	$14.2M	$13.9M	-$336.2K	2026-10-21
Aspire Private Capital, LLC	INCREASED	240,155	236,635	+3,520	+1%	$6.0M	$5.7M	-$287.5K	2026-11-05
Valtinson Bruner Financial Planning LLC	INCREASED	175,333	91,684	+83,649	+91%	$2.3M	$4.2M	+$1.9M	2026-11-02
Park Avenue Securities LLC	INCREASED	158,637	157,438	+1,199	+1%	$4.0M	$3.8K	-$4.0M	2026-10-26
Breakwater Investment Management	INCREASED	141,974	121,718	+20,256	+17%	$3.1M	$3.4M	+$292.4K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	119,276	121,627	-2,351	-2%	$3.1M	$2.8K	-$3.1M	2026-11-02
Raleigh Capital Management Inc.	INCREASED	113,365	103,338	+10,027	+10%	$2.6M	$2.7M	+$77.1K	2026-10-28
Landmark Wealth Management, Inc.	INCREASED	101,160	100,315	+845	+1%	$2.6M	$2.4M	-$137.3K	2026-11-04
Hibernia Wealth Partners, LLC	INCREASED	77,340	66,761	+10,579	+16%	$1.7M	$1.8M	+$147.7K	2026-10-29
Ethic Inc.	INCREASED	74,455	24,839	+49,616	+200%	$631.9K	$1.8M	+$1.1M	2026-11-03
Signal Advisors Wealth, LLC	INCREASED	70,953	62,177	+8,776	+14%	$1.6M	$1.7M	+$111.9K	2026-10-13
KWB Wealth	DECREASED	70,198	76,244	-6,046	-8%	$1.9M	$1.7M	-$264.0K	2026-10-16
Simplicity Wealth,LLC	INCREASED	61,199	58,049	+3,150	+5%	$1.5M	$1.5M	-$16.0K	2026-10-23
Vicus Capital	INCREASED	47,161	45,621	+1,540	+3%	$1.2M	$1.1M	-$34.9K	2026-11-05
Visionary Horizons, LLC	INCREASED	44,747	42,084	+2,663	+6%	$1.1M	$1.1M	-$2.5K	2026-10-22
Midwest Financial Network, LLC	INCREASED	41,101	34,023	+7,078	+21%	$865.4K	$981.1K	+$115.7K	2026-10-13
WealthPoint Financial, LLC	INCREASED	39,188	36,257	+2,931	+8%	$922.4K	$935.4K	+$13.0K	2026-11-03
RFG Advisory, LLC	INCREASED	38,099	37,269	+830	+2%	$948.1K	$909.4K	-$38.7K	2026-11-03
Legacy Wealth Partners, LLC	INCREASED	31,072	25,122	+5,950	+24%	$639.1K	$741.7K	+$102.6K	2026-10-15
Lockerman Financial Group, Inc.	INCREASED	29,724	25,833	+3,891	+15%	$657.2K	$709.5K	+$52.3K	2026-10-19
DWM Financial Group, Inc.	NEW	29,541	—	+29,541	—	—	$705.1K	—	2026-10-28
International Private Wealth Advisors LLC	DECREASED	25,014	25,148	-134	-1%	$639.8K	$597.1K	-$42.7K	2026-11-05
Concurrent Investment Advisors, LLC	INCREASED	24,494	23,563	+931	+4%	$599.4K	$584.7K	-$14.8K	2026-10-16
Creative Financial Designs Inc	INCREASED	24,423	22,692	+1,731	+8%	$577.3K	$583.0K	+$5.7K	2026-11-04
Sharkey, Howes & Javer	DECREASED	22,283	26,276	-3,993	-15%	$668.5K	$531.9K	-$136.6K	2026-10-22
BlueChip Wealth Advisors LLC	INCREASED	20,540	14,759	+5,781	+39%	$375.5K	$490.3K	+$114.8K	2026-11-03
Axxcess Wealth Management, LLC	DECREASED	17,523	24,520	-6,997	-29%	$623.8K	$418.3K	-$205.5K	2026-10-21
Atria Investments, Inc	DECREASED	15,193	15,225	-32	0%	$387.3K	$362.7K	-$24.7K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	15,166	13,358	+1,808	+14%	$339.8K	$362.0K	+$22.2K	2026-11-02
Balefire, LLC	INCREASED	14,021	13,579	+442	+3%	$345.4K	$334.7K	-$10.8K	2026-10-09
AlphaStar Capital Management, LLC	INCREASED	12,908	12,765	+143	+1%	$324.8K	$308.1K	-$16.6K	2026-10-16
Ascent Group, LLC	DECREASED	11,945	12,030	-85	-1%	$306.0K	$285.1K	-$20.9K	2026-10-30
Outlook Wealth Advisors, LLC	INCREASED	11,827	11,386	+441	+4%	$289.3K	$282.3K	-$6.9K	2026-10-28
Sowell Financial Services LLC	INCREASED	11,555	10,924	+631	+6%	$277.9K	$275.8K	-$2.1K	2026-10-23
Richardson Financial Services Inc.	INCREASED	11,009	10,684	+325	+3%	$271.8K	$262.8K	-$9.0K	2026-10-30
Cannon Financial Strategists, Inc.	INCREASED	10,813	10,295	+518	+5%	$261.9K	$258.1K	-$3.8K	2026-10-19
Balboa Wealth Partners	INCREASED	10,758	10,530	+228	+2%	$267.9K	$256.8K	-$11.1K	2026-10-20
Global Financial Private Client, LLC	INCREASED	9,450	9,395	+55	+1%	$239.0K	$225.6K	-$13.4K	2026-10-15
IFP Advisors, Inc	INCREASED	4,181	4,165	+16	+0%	$106.0K	$99.8K	-$6.2K	2026-10-16
Triumph Capital Management	INCREASED	3,188	2,227	+961	+43%	$56.7K	$76.1K	+$19.4K	2026-10-14
Farther Finance Advisors, LLC	INCREASED	1,296	1,123	+173	+15%	$28.6K	$30.9K	+$2.4K	2026-10-08
Brown, Lisle Ings, Inc.	INCREASED	1,236	1,148	+88	+8%	$29.2K	$29.5K	+$298	2026-10-16
James T. Borello RIA	UNCHANGED	861	861	0	0%	$21.9K	$20.6K	-$1.4K	2026-10-16
Buck Wealth Strategies, LLC	INCREASED	731	723	+8	+1%	$18.4K	$17.4K	-$944	2026-10-28
Private Trust Co NA	INCREASED	437	406	+31	+8%	$10.3K	$10.4K	+$102	2026-10-20
Pinnacle Wealth Planning Services, Inc.	NEW	359	—	+359	—	—	$8.6K	—	2026-10-27
Fifth Third Bancorp	INCREASED	322	312	+10	+3%	$7.9K	$7.7K	-$251	2026-11-05
Parallel Advisors, LLC	NEW	178	—	+178	—	—	$4.2K	—	2026-11-03
Lloyd Advisory Services, Llc.	INCREASED	165	162	+3	+2%	$4.1K	$3.9K	-$201	2026-11-02
Covestor Ltd	INCREASED	135	132	+3	+2%	$3	$3	$0	2026-10-30
Beacon Financial Strategies Corp	NEW	128	—	+128	—	—	$3.1K	—	2026-10-14
Cape Investment Advisory, Inc.	INCREASED	118	111	+7	+6%	$2.8K	$2.8K	-$7	2026-10-13
Kingdom Financial Group Llc.	DECREASED	115	150	-35	-23%	$3.8K	$2.8K	-$1.1K	2026-11-04
Evolution Wealth Management Inc.	UNCHANGED	115	115	0	0%	$2.9K	$2.7K	-$181	2026-10-28
Reap Financial Group, LLC	UNCHANGED	111	111	0	0%	$2.8K	$2.7K	-$174	2026-11-02
Heritage Family Offices, LLP	NEW	110	—	+110	—	—	$2.6K	—	2026-11-02
Quest 10 Wealth Builders, Inc.	INCREASED	78	74	+4	+5%	$1.9K	$1.9K	-$21	2026-11-02
CoreCap Advisors, LLC	UNCHANGED	57	57	0	0%	$1.5K	$1.4K	-$89	2026-10-08
Rossby Financial, LCC	UNCHANGED	52	52	0	0%	$1.3K	$1.2K	-$82	2026-11-05
Key Capital Management, Inc	INCREASED	15	9	+6	+67%	$229	$358	+$129	2026-11-03
Networth Advisors, LLC	NEW	9	—	+9	—	—	$215	—	2026-11-03
AdvisorNet Financial, Inc	CLOSED	0	729	-729	-100%	$18.5K	$0	-$18.5K	2026-10-15
LPL Financial LLC	N/A	—	1,615,514	-1,615,514	-100%	$41.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	875,434	-875,434	-100%	$22.3M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	785,292	-785,292	-100%	$20.0M	—	—	—
Cerity Partners LLC	N/A	—	399,034	-399,034	-100%	$10.2M	—	—	—
Jane Street Group, LLC	N/A	—	135,611	-135,611	-100%	$3.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	129,504	-129,504	-100%	$3.3M	—	—	—
Capital Investment Management, Inc.	N/A	—	100,689	-100,689	-100%	$2.6M	—	—	—
Cetera Investment Advisers	N/A	—	94,644	-94,644	-100%	$2.4M	—	—	—
HighTower Advisors, LLC	N/A	—	85,940	-85,940	-100%	$2.2M	—	—	—
Principal Securities, Inc.	N/A	—	61,850	-61,850	-100%	$1.6M	—	—	—
Harbour Investments, Inc.	N/A	—	53,921	-53,921	-100%	$1.4M	—	—	—
MML Investors Services, LLC	N/A	—	53,097	-53,097	-100%	$1.4M	—	—	—
AE Wealth Management LLC	N/A	—	50,354	-50,354	-100%	$1.3M	—	—	—
McNamara Financial Services, Inc.	N/A	—	42,882	-42,882	-100%	$1.1M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	40,905	-40,905	-100%	$1.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	36,101	-36,101	-100%	$918.4K	—	—	—
Novus Advisors, LLC	N/A	—	34,477	-34,477	-100%	$877.1K	—	—	—
Raymond James Financial Inc	N/A	—	33,188	-33,188	-100%	$844.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	31,209	-31,209	-100%	$794.0K	—	—	—
Western Wealth Management, LLC	N/A	—	26,811	-26,811	-100%	$682.1K	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	25,969	-25,969	-100%	$660.7K	—	—	—
Schroder Investment Management Group	N/A	—	22,479	-22,479	-100%	$572.8K	—	—	—
CreativeOne Wealth, LLC	N/A	—	19,933	-19,933	-100%	$507.1K	—	—	—
Bank of America Corp	N/A	—	16,978	-16,978	-100%	$431.9K	—	—	—
Belpointe Asset Management LLC	N/A	—	16,008	-16,008	-100%	$407.3K	—	—	—
Arete Wealth Advisors, LLC	N/A	—	14,466	-14,466	-100%	$368.0K	—	—	—
PCB Capital LLC	N/A	—	13,088	-13,088	-100%	$333.0K	—	—	—
RWA Wealth Partners, LLC	N/A	—	10,250	-10,250	-100%	$260.8K	—	—	—
GeoWealth Management, LLC	N/A	—	8,614	-8,614	-100%	$219.1K	—	—	—
Lifeworks Advisors, LLC	N/A	—	8,444	-8,444	-100%	$214.8K	—	—	—
Founders Financial Alliance, LLC	N/A	—	8,256	-8,256	-100%	$210.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	6,053	-6,053	-100%	$154.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	5,282	-5,282	-100%	$134.4K	—	—	—
Strategic Investment Advisors / MI	N/A	—	4,599	-4,599	-100%	$117.0K	—	—	—
Richard W. Paul & Associates, LLC	N/A	—	3,274	-3,274	-100%	$83.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	661	-661	-100%	$16.8K	—	—	—
Royal Bank of Canada	N/A	—	550	-550	-100%	$14.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	397	-397	-100%	$10.1K	—	—	—
Capital Analysts, LLC	N/A	—	265	-265	-100%	$7	—	—	—
Aptus Capital Advisors, LLC	N/A	—	258	-258	-100%	$6.6K	—	—	—
FMR LLC	N/A	—	198	-198	-100%	$5.0K	—	—	—
Morgan Stanley	N/A	—	169	-169	-100%	$4.3K	—	—	—
UBS Group AG	N/A	—	120	-120	-100%	$3.1K	—	—	—
Continuum Advisory, LLC	N/A	—	89	-89	-100%	$2.3K	—	—	—
JPMorgan Chase & Co	N/A	—	87	-87	-100%	$2.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	59	-59	-100%	$1.5K	—	—	—
Meramec Financial Planners, LLC	N/A	—	14	-14	-100%	$350	—	—	—

Showing 109 of 109 institutions