SS Spdr S&P 500 ESG ETF (EFIV)

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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Tompkins Financial Corp

DECREASED

Shares419,195 from 425,668

Change-6,473 (-2%)

Value$31.0M (+$1.6K)

Filed 2026-10-05

Principal Financial Group Inc

DECREASED

Shares161,246 from 195,483

Change-34,237 (-18%)

Value$11.9M (-$2.3M)

Filed 2026-11-02

Laurel Wealth Planning LLC

DECREASED

Shares139,141 from 155,404

Change-16,263 (-10%)

Value$10.3M (-$1.0M)

Filed 2026-11-02

Systelligence, LLC

DECREASED

Shares115,234 from 284,700

Change-169,466 (-60%)

Value$13.0M (-$7.7M)

Filed 2026-11-05

GAM Holding AG

UNCHANGED

Shares75,715 from 75,715

Change0 (0%)

Value$5.6M (+$85.9K)

Filed 2026-11-03

Meitav Investment House LTD

INCREASED

Shares67,178 from 58,805

Change+8,373 (+14%)

Value$5.0M (+$719.6K)

Filed 2026-10-28

Gradient Investments LLC

INCREASED

Shares59,810 from 58,090

Change+1,720 (+3%)

Value$4.4M (+$193.0K)

Filed 2026-10-08

Bank of New York Mellon Corp

INCREASED

Shares55,181 from 53,172

Change+2,009 (+4%)

Value$4.1M (+$208.9K)

Filed 2026-11-05

Birchbrook, Inc.

INCREASED

Shares47,756 from 47,396

Change+360 (+1%)

Value$3.5M (+$80.2K)

Filed 2026-10-14

Affiance Financial, LLC

DECREASED

Shares45,290 from 45,299

Change-9 (0%)

Value$3.4M (+$50.5K)

Filed 2026-10-15

Larson Financial Group LLC

INCREASED

Shares41,242 from 39,686

Change+1,556 (+4%)

Value$3.1M (+$160.1K)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares37,009 from 37,484

Change-475 (-1%)

Value$2.7M (+$7.2K)

Filed 2026-10-05

Armbruster Capital Management, Inc.

DECREASED

Shares35,345 from 35,346

Change-1 (0%)

Value$2.6M (+$39.9K)

Filed 2026-10-19

Crestwood Advisors Group, LLC

INCREASED

Shares30,123 from 22,832

Change+7,291 (+32%)

Value$2.2M (+$565.8K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

DECREASED

Shares29,752 from 29,783

Change-31 (0%)

Value$2.2M (+$31.3K)

Filed 2026-11-02

Richard P Slaughter Associates Inc

DECREASED

Shares28,540 from 29,764

Change-1,224 (-4%)

Value$2.1M (-$57.0K)

Filed 2026-10-13

Gilbert Capital Group, Inc.

INCREASED

Shares27,889 from 27,253

Change+636 (+2%)

Value$2.1M (+$77.9K)

Filed 2026-10-28

Farther Finance Advisors, LLC

DECREASED

Shares26,480 from 26,781

Change-301 (-1%)

Value$2.0M (+$8.8K)

Filed 2026-10-08

Creative Planning

DECREASED

Shares24,625 from 25,237

Change-612 (-2%)

Value$1.8M (-$16.8K)

Filed 2026-11-02

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares22,228 from 20,603

Change+1,625 (+8%)

Value$1.6M (+$143.6K)

Filed 2026-10-29

R. W. Roge & Company, Inc.

DECREASED

Shares20,977 from 21,071

Change-94 (0%)

Value$1.6K (-$1.5M)

Filed 2026-11-04

Basso Capital Management, L.P.

INCREASED

Shares17,334 from 17,261

Change+73 (+0%)

Value$1.3M (+$24.9K)

Filed 2026-10-30

J.Safra Asset Management Corp

INCREASED

Shares17,115 from 16,848

Change+267 (+2%)

Value$1.3M (+$38.8K)

Filed 2026-11-03

Schmidt P J Investment Management Inc

INCREASED

Shares15,885 from 10,922

Change+4,963 (+45%)

Value$1.2M (+$379.9K)

Filed 2026-11-02

Veracity Capital LLC

INCREASED

Shares12,917 from 12,909

Change+8 (+0%)

Value$956.6K (+$15.2K)

Filed 2026-10-08

Sage Advisory Services, Ltd.Co.

DECREASED

Shares11,693 from 11,699

Change-6 (0%)

Value$866.0K (+$13.0K)

Filed 2026-10-29

Opulen Financial Group LLC

INCREASED

Shares10,635 from 9,827

Change+808 (+8%)

Value$787.7K (+$71.0K)

Filed 2026-10-22

Coastline Trust Co

DECREASED

Shares10,625 from 14,408

Change-3,783 (-26%)

Value$786.9K (-$263.9K)

Filed 2026-10-01

SAX Wealth Advisors, LLC

INCREASED

Shares10,415 from 5,112

Change+5,303 (+104%)

Value$771.3K (+$448.9K)

Filed 2026-10-13

Seven Mile Advisory

UNCHANGED

Shares10,380 from 10,380

Change0 (0%)

Value$768.7K (+$11.7K)

Filed 2026-10-22

FinArc Investments, Inc.

DECREASED

Shares9,427 from 9,551

Change-124 (-1%)

Value$698.2K (+$1.6K)

Filed 2026-10-14

Single Point Partners, LLC

INCREASED

Shares8,236 from 8,230

Change+6 (+0%)

Value$610.0K (+$9.8K)

Filed 2026-10-19

Verus Wealth Management, LLC

UNCHANGED

Shares7,650 from 7,650

Change0 (0%)

Value$566.6K (+$8.6K)

Filed 2026-10-13

Warren Street Wealth Advisors, LLC

DECREASED

Shares7,544 from 9,224

Change-1,680 (-18%)

Value$558.7K (-$114.0K)

Filed 2026-11-04

71 West Capital Partners

NEW

Shares7,473

Change+7,473

Value$553.5K

Filed 2026-11-04

Thrivent Financial for Lutherans

DECREASED

Shares7,366 from 7,426

Change-60 (-1%)

Value$546 (-$541.5K)

Filed 2026-11-05

HBW Advisory Services LLC

INCREASED

Shares7,090 from 6,427

Change+663 (+10%)

Value$525.1K (+$56.4K)

Filed 2026-10-15

AlphaCore Capital LLC

INCREASED

Shares5,915 from 300

Change+5,615 (+1872%)

Value$438.1K (+$416.2K)

Filed 2026-11-04

Cannon Financial Strategists, Inc.

INCREASED

Shares5,768 from 5,755

Change+13 (+0%)

Value$427.2K (+$7.5K)

Filed 2026-10-19

True Link Financial Advisors, LLC

UNCHANGED

Shares5,644 from 5,644

Change0 (0%)

Value$418.0K (+$6.4K)

Filed 2026-10-27

Flagship Harbor Advisors, LLC

INCREASED

Shares5,551 from 4,762

Change+789 (+17%)

Value$411.1K (+$63.8K)

Filed 2026-10-26

McClarren Financial Advisors, Inc.

UNCHANGED

Shares5,490 from 5,490

Change0 (0%)

Value$406.6K (+$6.2K)

Filed 2026-10-15

J.W. Cole Advisors, Inc.

INCREASED

Shares5,056 from 4,618

Change+438 (+9%)

Value$374.5K (+$37.6K)

Filed 2026-11-05

Briggs Wealth Management, Inc

UNCHANGED

Shares5,019 from 5,019

Change0 (0%)

Value$371.7K (+$5.7K)

Filed 2026-10-26

SFG Wealth Management, Llc.

INCREASED

Shares4,783 from 4,778

Change+5 (+0%)

Value$354.2K (+$5.8K)

Filed 2026-10-23

Kestra Advisory Services, LLC

NEW

Shares4,733

Change+4,733

Value$350.6K

Filed 2026-11-02

Horizon Wealth Management, LLC

INCREASED

Shares4,676 from 4,669

Change+7 (+0%)

Value$346.3K (+$5.8K)

Filed 2026-11-02

Thompson Davis & Co., Inc.

UNCHANGED

Shares3,880 from 3,880

Change0 (0%)

Value$287.4K (+$4.4K)

Filed 2026-11-05

Ethic Inc.

INCREASED

Shares3,648 from 3,497

Change+151 (+4%)

Value$270.2K (+$15.1K)

Filed 2026-11-03

Venture Visionary Partners LLC

INCREASED

Shares3,319 from 3,130

Change+189 (+6%)

Value$245.8K (+$17.5K)

Filed 2026-10-07

Cantor Fitzgerald Investment Advisors L.P.

UNCHANGED

Shares3,065 from 3,065

Change0 (0%)

Value$227.0K (+$3.5K)

Filed 2026-10-21

Sigma Planning Corp

DECREASED

Shares2,989 from 3,011

Change-22 (-1%)

Value$221.4K (+$1.8K)

Filed 2026-10-23

Saxon Interests, Inc.

UNCHANGED

Shares2,848 from 2,848

Change0 (0%)

Value$210.9K (+$3.2K)

Filed 2026-10-26

Sincerus Advisory, LLC

DECREASED

Shares2,776 from 2,790

Change-14 (0%)

Value$205.6K (+$2.1K)

Filed 2026-10-09

Merit Financial Group, LLC

NEW

Shares2,728

Change+2,728

Value$202.0K

Filed 2026-11-06

Milestone Investment Advisors LLC

INCREASED

Shares2,203 from 2,200

Change+3 (+0%)

Value$163.2K (+$2.7K)

Filed 2026-11-05

Valley National Advisers Inc

UNCHANGED

Shares1,873 from 1,873

Change0 (0%)

Value$138.7K (+$2.1K)

Filed 2026-10-23

Tradewinds Capital Management, LLC

INCREASED

Shares1,778 from 1,765

Change+13 (+1%)

Value$131.7K (+$3.0K)

Filed 2026-10-23

Rossby Financial, LCC

UNCHANGED

Shares1,133 from 1,133

Change0 (0%)

Value$83.9K (+$1.3K)

Filed 2026-11-05

CX Institutional

NEW

Shares778

Change+778

Value$58

Filed 2026-10-02

US Bancorp \de\

UNCHANGED

Shares672 from 672

Change0 (0%)

Value$49.8K (+$759)

Filed 2026-11-05

Adirondack Trust Co

NEW

Shares595

Change+595

Value$44.1K

Filed 2026-10-14

Salomon & Ludwin, LLC

UNCHANGED

Shares383 from 383

Change0 (0%)

Value$28.4K (+$586)

Filed 2026-10-29

SBI Securities Co., Ltd.

DECREASED

Shares354 from 355

Change-1 (0%)

Value$26.2K (+$327)

Filed 2026-10-22

Y.D. More Investments Ltd

NEW

Shares206

Change+206

Value$15.3K

Filed 2026-11-02

Horizon Financial Services, LLC

UNCHANGED

Shares113 from 113

Change0 (0%)

Value$8.4K (+$128)

Filed 2026-11-04

Altfest L J & Co Inc

CLOSED

Shares0 from 2,986

Change-2,986 (-100%)

Value$0 (-$217.8K)

Filed 2026-10-27

Capitol Family Office, Inc.

CLOSED

Shares0 from 94

Change-94 (-100%)

Value$0 (-$6.9K)

Filed 2026-10-13

Bank of Italy

N/A

Shares— from 771,136

Change-771,136 (-100%)

Value—

Olde Wealth Management, LLC

N/A

Shares— from 528,913

Change-528,913 (-100%)

Value—

Koss-Olinger Consulting, LLC

N/A

Shares— from 407,529

Change-407,529 (-100%)

Value—

Baltimore-Washington Financial Advisors, Inc.

N/A

Shares— from 403,748

Change-403,748 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 346,408

Change-346,408 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 224,885

Change-224,885 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 165,919

Change-165,919 (-100%)

Value—

Retirement Capital Strategies

N/A

Shares— from 156,774

Change-156,774 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 99,044

Change-99,044 (-100%)

Value—

Blue Edge Capital, LLC

N/A

Shares— from 96,463

Change-96,463 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 94,176

Change-94,176 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 90,608

Change-90,608 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 75,295

Change-75,295 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 70,134

Change-70,134 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 54,253

Change-54,253 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 53,055

Change-53,055 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 51,570

Change-51,570 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 39,899

Change-39,899 (-100%)

Value—

MainStreet Investment Advisors LLC

N/A

Shares— from 38,274

Change-38,274 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 34,198

Change-34,198 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 33,274

Change-33,274 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 32,933

Change-32,933 (-100%)

Value—

Rogco, LP

N/A

Shares— from 31,802

Change-31,802 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 28,600

Change-28,600 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 26,498

Change-26,498 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 25,625

Change-25,625 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 23,702

Change-23,702 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 23,155

Change-23,155 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 22,523

Change-22,523 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 19,803

Change-19,803 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 16,798

Change-16,798 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,189

Change-15,189 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 15,150

Change-15,150 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 15,138

Change-15,138 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 14,794

Change-14,794 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 12,973

Change-12,973 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,107

Change-12,107 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 11,229

Change-11,229 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 9,299

Change-9,299 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 8,973

Change-8,973 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 7,555

Change-7,555 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 7,334

Change-7,334 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 7,208

Change-7,208 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,158

Change-7,158 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 6,966

Change-6,966 (-100%)

Value—

Denver Wealth Management, Inc.

N/A

Shares— from 6,907

Change-6,907 (-100%)

Value—

Marshall Financial Group, LLC

N/A

Shares— from 5,963

Change-5,963 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 5,911

Change-5,911 (-100%)

Value—

Cape ANN Savings Bank

N/A

Shares— from 5,877

Change-5,877 (-100%)

Value—

Brave Asset Management Inc

N/A

Shares— from 5,615

Change-5,615 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 5,608

Change-5,608 (-100%)

Value—

Novare Capital Management LLC

N/A

Shares— from 5,493

Change-5,493 (-100%)

Value—

Veridan Wealth LLC

N/A

Shares— from 5,294

Change-5,294 (-100%)

Value—

Range Advisory, LLC

N/A

Shares— from 5,203

Change-5,203 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,966

Change-4,966 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 4,788

Change-4,788 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 4,764

Change-4,764 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 4,485

Change-4,485 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,485

Change-4,485 (-100%)

Value—

Ellenbecker Investment Group

N/A

Shares— from 3,999

Change-3,999 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 3,769

Change-3,769 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 3,532

Change-3,532 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 3,416

Change-3,416 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 3,307

Change-3,307 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 3,206

Change-3,206 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,177

Change-3,177 (-100%)

Value—

Fiera Capital Corp

N/A

Shares— from 2,863

Change-2,863 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,680

Change-2,680 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,491

Change-2,491 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,383

Change-2,383 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,911

Change-1,911 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,188

Change-1,188 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,096

Change-1,096 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,063

Change-1,063 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 339

Change-339 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 179

Change-179 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 175

Change-175 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 95

Change-95 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Tompkins Financial Corp	DECREASED	419,195	425,668	-6,473	-2%	$31.0M	$31.0M	+$1.6K	2026-10-05
Principal Financial Group Inc	DECREASED	161,246	195,483	-34,237	-18%	$14.3M	$11.9M	-$2.3M	2026-11-02
Laurel Wealth Planning LLC	DECREASED	139,141	155,404	-16,263	-10%	$11.3M	$10.3M	-$1.0M	2026-11-02
Systelligence, LLC	DECREASED	115,234	284,700	-169,466	-60%	$20.8M	$13.0M	-$7.7M	2026-11-05
GAM Holding AG	UNCHANGED	75,715	75,715	0	0%	$5.5M	$5.6M	+$85.9K	2026-11-03
Meitav Investment House LTD	INCREASED	67,178	58,805	+8,373	+14%	$4.3M	$5.0M	+$719.6K	2026-10-28
Gradient Investments LLC	INCREASED	59,810	58,090	+1,720	+3%	$4.2M	$4.4M	+$193.0K	2026-10-08
Bank of New York Mellon Corp	INCREASED	55,181	53,172	+2,009	+4%	$3.9M	$4.1M	+$208.9K	2026-11-05
Birchbrook, Inc.	INCREASED	47,756	47,396	+360	+1%	$3.5M	$3.5M	+$80.2K	2026-10-14
Affiance Financial, LLC	DECREASED	45,290	45,299	-9	0%	$3.3M	$3.4M	+$50.5K	2026-10-15
Larson Financial Group LLC	INCREASED	41,242	39,686	+1,556	+4%	$2.9M	$3.1M	+$160.1K	2026-11-05
MassMutual Private Wealth & Trust, FSB	DECREASED	37,009	37,484	-475	-1%	$2.7M	$2.7M	+$7.2K	2026-10-05
Armbruster Capital Management, Inc.	DECREASED	35,345	35,346	-1	0%	$2.6M	$2.6M	+$39.9K	2026-10-19
Crestwood Advisors Group, LLC	INCREASED	30,123	22,832	+7,291	+32%	$1.7M	$2.2M	+$565.8K	2026-10-27
Commonwealth Equity Services, LLC	DECREASED	29,752	29,783	-31	0%	$2.2M	$2.2M	+$31.3K	2026-11-02
Richard P Slaughter Associates Inc	DECREASED	28,540	29,764	-1,224	-4%	$2.2M	$2.1M	-$57.0K	2026-10-13
Gilbert Capital Group, Inc.	INCREASED	27,889	27,253	+636	+2%	$2.0M	$2.1M	+$77.9K	2026-10-28
Farther Finance Advisors, LLC	DECREASED	26,480	26,781	-301	-1%	$2.0M	$2.0M	+$8.8K	2026-10-08
Creative Planning	DECREASED	24,625	25,237	-612	-2%	$1.8M	$1.8M	-$16.8K	2026-11-02
Gerber Kawasaki Wealth & Investment Management	INCREASED	22,228	20,603	+1,625	+8%	$1.5M	$1.6M	+$143.6K	2026-10-29
R. W. Roge & Company, Inc.	DECREASED	20,977	21,071	-94	0%	$1.5M	$1.6K	-$1.5M	2026-11-04
Basso Capital Management, L.P.	INCREASED	17,334	17,261	+73	+0%	$1.3M	$1.3M	+$24.9K	2026-10-30
J.Safra Asset Management Corp	INCREASED	17,115	16,848	+267	+2%	$1.2M	$1.3M	+$38.8K	2026-11-03
Schmidt P J Investment Management Inc	INCREASED	15,885	10,922	+4,963	+45%	$796.5K	$1.2M	+$379.9K	2026-11-02
Veracity Capital LLC	INCREASED	12,917	12,909	+8	+0%	$941.5K	$956.6K	+$15.2K	2026-10-08
Sage Advisory Services, Ltd.Co.	DECREASED	11,693	11,699	-6	0%	$853.0K	$866.0K	+$13.0K	2026-10-29
Opulen Financial Group LLC	INCREASED	10,635	9,827	+808	+8%	$716.7K	$787.7K	+$71.0K	2026-10-22
Coastline Trust Co	DECREASED	10,625	14,408	-3,783	-26%	$1.1M	$786.9K	-$263.9K	2026-10-01
SAX Wealth Advisors, LLC	INCREASED	10,415	5,112	+5,303	+104%	$322.5K	$771.3K	+$448.9K	2026-10-13
Seven Mile Advisory	UNCHANGED	10,380	10,380	0	0%	$757.0K	$768.7K	+$11.7K	2026-10-22
FinArc Investments, Inc.	DECREASED	9,427	9,551	-124	-1%	$696.6K	$698.2K	+$1.6K	2026-10-14
Single Point Partners, LLC	INCREASED	8,236	8,230	+6	+0%	$600.2K	$610.0K	+$9.8K	2026-10-19
Verus Wealth Management, LLC	UNCHANGED	7,650	7,650	0	0%	$557.9K	$566.6K	+$8.6K	2026-10-13
Warren Street Wealth Advisors, LLC	DECREASED	7,544	9,224	-1,680	-18%	$672.7K	$558.7K	-$114.0K	2026-11-04
71 West Capital Partners	NEW	7,473	—	+7,473	—	—	$553.5K	—	2026-11-04
Thrivent Financial for Lutherans	DECREASED	7,366	7,426	-60	-1%	$542.0K	$546	-$541.5K	2026-11-05
HBW Advisory Services LLC	INCREASED	7,090	6,427	+663	+10%	$468.8K	$525.1K	+$56.4K	2026-10-15
AlphaCore Capital LLC	INCREASED	5,915	300	+5,615	+1872%	$21.9K	$438.1K	+$416.2K	2026-11-04
Cannon Financial Strategists, Inc.	INCREASED	5,768	5,755	+13	+0%	$419.7K	$427.2K	+$7.5K	2026-10-19
True Link Financial Advisors, LLC	UNCHANGED	5,644	5,644	0	0%	$411.6K	$418.0K	+$6.4K	2026-10-27
Flagship Harbor Advisors, LLC	INCREASED	5,551	4,762	+789	+17%	$347.3K	$411.1K	+$63.8K	2026-10-26
McClarren Financial Advisors, Inc.	UNCHANGED	5,490	5,490	0	0%	$400.4K	$406.6K	+$6.2K	2026-10-15
J.W. Cole Advisors, Inc.	INCREASED	5,056	4,618	+438	+9%	$336.8K	$374.5K	+$37.6K	2026-11-05
Briggs Wealth Management, Inc	UNCHANGED	5,019	5,019	0	0%	$366.0K	$371.7K	+$5.7K	2026-10-26
SFG Wealth Management, Llc.	INCREASED	4,783	4,778	+5	+0%	$348.5K	$354.2K	+$5.8K	2026-10-23
Kestra Advisory Services, LLC	NEW	4,733	—	+4,733	—	—	$350.6K	—	2026-11-02
Horizon Wealth Management, LLC	INCREASED	4,676	4,669	+7	+0%	$340.5K	$346.3K	+$5.8K	2026-11-02
Thompson Davis & Co., Inc.	UNCHANGED	3,880	3,880	0	0%	$283.0K	$287.4K	+$4.4K	2026-11-05
Ethic Inc.	INCREASED	3,648	3,497	+151	+4%	$255.0K	$270.2K	+$15.1K	2026-11-03
Venture Visionary Partners LLC	INCREASED	3,319	3,130	+189	+6%	$228.3K	$245.8K	+$17.5K	2026-10-07
Cantor Fitzgerald Investment Advisors L.P.	UNCHANGED	3,065	3,065	0	0%	$223.5K	$227.0K	+$3.5K	2026-10-21
Sigma Planning Corp	DECREASED	2,989	3,011	-22	-1%	$219.6K	$221.4K	+$1.8K	2026-10-23
Saxon Interests, Inc.	UNCHANGED	2,848	2,848	0	0%	$207.7K	$210.9K	+$3.2K	2026-10-26
Sincerus Advisory, LLC	DECREASED	2,776	2,790	-14	0%	$203.5K	$205.6K	+$2.1K	2026-10-09
Merit Financial Group, LLC	NEW	2,728	—	+2,728	—	—	$202.0K	—	2026-11-06
Milestone Investment Advisors LLC	INCREASED	2,203	2,200	+3	+0%	$160.4K	$163.2K	+$2.7K	2026-11-05
Valley National Advisers Inc	UNCHANGED	1,873	1,873	0	0%	$136.6K	$138.7K	+$2.1K	2026-10-23
Tradewinds Capital Management, LLC	INCREASED	1,778	1,765	+13	+1%	$128.7K	$131.7K	+$3.0K	2026-10-23
Rossby Financial, LCC	UNCHANGED	1,133	1,133	0	0%	$82.6K	$83.9K	+$1.3K	2026-11-05
CX Institutional	NEW	778	—	+778	—	—	$58	—	2026-10-02
US Bancorp \de\	UNCHANGED	672	672	0	0%	$49.0K	$49.8K	+$759	2026-11-05
Adirondack Trust Co	NEW	595	—	+595	—	—	$44.1K	—	2026-10-14
Salomon & Ludwin, LLC	UNCHANGED	383	383	0	0%	$27.8K	$28.4K	+$586	2026-10-29
SBI Securities Co., Ltd.	DECREASED	354	355	-1	0%	$25.9K	$26.2K	+$327	2026-10-22
Y.D. More Investments Ltd	NEW	206	—	+206	—	—	$15.3K	—	2026-11-02
Horizon Financial Services, LLC	UNCHANGED	113	113	0	0%	$8.2K	$8.4K	+$128	2026-11-04
Altfest L J & Co Inc	CLOSED	0	2,986	-2,986	-100%	$217.8K	$0	-$217.8K	2026-10-27
Capitol Family Office, Inc.	CLOSED	0	94	-94	-100%	$6.9K	$0	-$6.9K	2026-10-13
Bank of Italy	N/A	—	771,136	-771,136	-100%	$56.2M	—	—	—
Olde Wealth Management, LLC	N/A	—	528,913	-528,913	-100%	$38.6M	—	—	—
Koss-Olinger Consulting, LLC	N/A	—	407,529	-407,529	-100%	$29.7M	—	—	—
Baltimore-Washington Financial Advisors, Inc.	N/A	—	403,748	-403,748	-100%	$29.4M	—	—	—
LPL Financial LLC	N/A	—	346,408	-346,408	-100%	$25.3M	—	—	—
Allworth Financial LP	N/A	—	224,885	-224,885	-100%	$16.4M	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	165,919	-165,919	-100%	$12.1M	—	—	—
Retirement Capital Strategies	N/A	—	156,774	-156,774	-100%	$11.4M	—	—	—
Private Advisor Group, LLC	N/A	—	99,044	-99,044	-100%	$7.2M	—	—	—
Blue Edge Capital, LLC	N/A	—	96,463	-96,463	-100%	$7.0M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	94,176	-94,176	-100%	$6.9M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	90,608	-90,608	-100%	$6.6M	—	—	—
Atomic Invest LLC	N/A	—	75,295	-75,295	-100%	$5.5M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	70,134	-70,134	-100%	$5.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	54,253	-54,253	-100%	$4.0M	—	—	—
Raymond James Financial Inc	N/A	—	53,055	-53,055	-100%	$3.9M	—	—	—
HighTower Advisors, LLC	N/A	—	51,570	-51,570	-100%	$3.8M	—	—	—
Wells Fargo & Company	N/A	—	39,899	-39,899	-100%	$2.9M	—	—	—
MainStreet Investment Advisors LLC	N/A	—	38,274	-38,274	-100%	$2.8M	—	—	—
Bank of America Corp	N/A	—	34,198	-34,198	-100%	$2.5M	—	—	—
Seeds Investor LLC	N/A	—	33,274	-33,274	-100%	$2.4M	—	—	—
Huntington National Bank	N/A	—	32,933	-32,933	-100%	$2.4M	—	—	—
Rogco, LP	N/A	—	31,802	-31,802	-100%	$2.3M	—	—	—
Savvy Advisors, Inc.	N/A	—	28,600	-28,600	-100%	$2.1M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	26,498	-26,498	-100%	$1.9M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	25,625	-25,625	-100%	$1.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	23,702	-23,702	-100%	$1.7M	—	—	—
Napier Financial, LLC	N/A	—	23,155	-23,155	-100%	$1.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	22,523	-22,523	-100%	$1.6M	—	—	—
Capital Analysts, LLC	N/A	—	19,803	-19,803	-100%	$1.4M	—	—	—
JPMorgan Chase & Co	N/A	—	16,798	-16,798	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	15,189	-15,189	-100%	$1.1M	—	—	—
One Capital Management, LLC	N/A	—	15,150	-15,150	-100%	$955.7K	—	—	—
Retirement Income Solutions, Inc	N/A	—	15,138	-15,138	-100%	$954.9K	—	—	—
Goldman Sachs Group Inc	N/A	—	14,794	-14,794	-100%	$1.1M	—	—	—
Brown Brothers Harriman & Co	N/A	—	12,973	-12,973	-100%	$946.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,107	-12,107	-100%	$883.0K	—	—	—
Advisory Alpha, LLC	N/A	—	11,229	-11,229	-100%	$818.9K	—	—	—
Hills Bank & Trust Co	N/A	—	9,299	-9,299	-100%	$678.2K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	8,973	-8,973	-100%	$691.6K	—	—	—
ST Germain D J Co Inc	N/A	—	7,555	-7,555	-100%	$551.0K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	7,334	-7,334	-100%	$534.8K	—	—	—
Front Row Advisors LLC	N/A	—	7,208	-7,208	-100%	$541.6K	—	—	—
Mariner, LLC	N/A	—	7,158	-7,158	-100%	$522.0K	—	—	—
Zhang Financial LLC	N/A	—	6,966	-6,966	-100%	$508.1K	—	—	—
Denver Wealth Management, Inc.	N/A	—	6,907	-6,907	-100%	$503.7K	—	—	—
Marshall Financial Group, LLC	N/A	—	5,963	-5,963	-100%	$434.9K	—	—	—
Jane Street Group, LLC	N/A	—	5,911	-5,911	-100%	$431.1K	—	—	—
Cape ANN Savings Bank	N/A	—	5,877	-5,877	-100%	$428.6K	—	—	—
Brave Asset Management Inc	N/A	—	5,615	-5,615	-100%	$409.5K	—	—	—
Cary Street Partners Financial LLC	N/A	—	5,608	-5,608	-100%	$409.0K	—	—	—
Novare Capital Management LLC	N/A	—	5,493	-5,493	-100%	$400.6K	—	—	—
Veridan Wealth LLC	N/A	—	5,294	-5,294	-100%	$386.1K	—	—	—
Range Advisory, LLC	N/A	—	5,203	-5,203	-100%	$379.5K	—	—	—
MML Investors Services, LLC	N/A	—	4,966	-4,966	-100%	$362.1K	—	—	—
CreativeOne Wealth, LLC	N/A	—	4,788	-4,788	-100%	$349.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	4,764	-4,764	-100%	$347.4K	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	4,485	-4,485	-100%	$327.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,485	-4,485	-100%	$327.1K	—	—	—
Ellenbecker Investment Group	N/A	—	3,999	-3,999	-100%	$291.7K	—	—	—
SHP Wealth Management	N/A	—	3,769	-3,769	-100%	$274.9K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	3,532	-3,532	-100%	$257.6K	—	—	—
EP Wealth Advisors, LLC	N/A	—	3,416	-3,416	-100%	$249.1K	—	—	—
WNY Asset Management, LLC	N/A	—	3,307	-3,307	-100%	$241.2K	—	—	—
Ameriprise Financial Inc	N/A	—	3,206	-3,206	-100%	$233.8K	—	—	—
Morgan Stanley	N/A	—	3,177	-3,177	-100%	$231.7K	—	—	—
Fiera Capital Corp	N/A	—	2,863	-2,863	-100%	$208.8K	—	—	—
BFC Planning, Inc.	N/A	—	2,680	-2,680	-100%	$195.5K	—	—	—
Harbour Investments, Inc.	N/A	—	2,491	-2,491	-100%	$181.7K	—	—	—
UBS Group AG	N/A	—	2,383	-2,383	-100%	$173.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,911	-1,911	-100%	$139.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,188	-1,188	-100%	$86.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,096	-1,096	-100%	$79.9K	—	—	—
FMR LLC	N/A	—	1,063	-1,063	-100%	$77.5K	—	—	—
Investors Portfolio Services LLC	N/A	—	339	-339	-100%	$24.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	179	-179	-100%	$13.1K	—	—	—
Royal Bank of Canada	N/A	—	175	-175	-100%	$13.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	95	-95	-100%	$6.9K	—	—	—
IFG Advisory, LLC	N/A	—	89	-89	-100%	$6.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	7	-7	-100%	$511	—	—	—
Vanguard Advisers Inc	N/A	—	1	-1	-100%	$73	—	—	—

Showing 149 of 149 institutions