SS Spdr S&P Kensho NE Comp (KOMP)

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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Midland Wealth Advisors, LLC

INCREASED

Shares1,137,796 from 1,135,593

Change+2,203 (+0%)

Value$75.6M (-$5.6M)

Filed 2026-10-26

Financial Guidance Group, Inc.

INCREASED

Shares105,363 from 98,434

Change+6,929 (+7%)

Value$7.0M (-$36.7K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares86,003 from 107,235

Change-21,232 (-20%)

Value$5.6M (-$1.7M)

Filed 2026-10-13

MGO One Seven LLC

INCREASED

Shares71,141 from 70,233

Change+908 (+1%)

Value$4.7M (-$294.4K)

Filed 2026-10-28

Vise Technologies, Inc.

INCREASED

Shares68,918 from 20,995

Change+47,923 (+228%)

Value$4.6M (+$3.1M)

Filed 2026-10-29

Commonwealth Equity Services, LLC

INCREASED

Shares63,281 from 62,280

Change+1,001 (+2%)

Value$4.2M (-$248.0K)

Filed 2026-11-02

Financial Enhancement Group LLC

INCREASED

Shares58,183 from 51,671

Change+6,512 (+13%)

Value$3.9M (+$168.9K)

Filed 2026-10-08

Wealthcare Advisory Partners LLC

DECREASED

Shares46,053 from 46,566

Change-513 (-1%)

Value$3.1M (-$269.2K)

Filed 2026-10-21

Penobscot Wealth Management

INCREASED

Shares33,650 from 31,861

Change+1,789 (+6%)

Value$2.2M (-$42.0K)

Filed 2026-10-21

Lunt Capital Management, Inc.

INCREASED

Shares29,791 from 29,437

Change+354 (+1%)

Value$2.0M (-$125.1K)

Filed 2026-10-30

Strategic Advocates LLC

INCREASED

Shares26,668 from 23,585

Change+3,083 (+13%)

Value$1.8M (+$85.8K)

Filed 2026-11-03

RFG Advisory, LLC

INCREASED

Shares26,340 from 19,923

Change+6,417 (+32%)

Value$1.8M (+$325.8K)

Filed 2026-11-03

Towerpoint Wealth, LLC

DECREASED

Shares25,697 from 52,248

Change-26,551 (-51%)

Value$1.7M (-$2.0M)

Filed 2026-10-13

Advantage Trust Co

UNCHANGED

Shares23,955 from 23,955

Change0 (0%)

Value$1.6M (-$121.0K)

Filed 2026-10-19

Oppenheimer & Co Inc

NEW

Shares20,116

Change+20,116

Value$1.3M

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares19,490 from 17,573

Change+1,917 (+11%)

Value$1.3K (-$1.3M)

Filed 2026-11-02

Hughes Financial Services, LLC

DECREASED

Shares17,524 from 18,329

Change-805 (-4%)

Value$1.1M (-$178.6K)

Filed 2026-10-30

Prime Capital Investment Advisors, LLC

DECREASED

Shares14,082 from 17,100

Change-3,018 (-18%)

Value$935.7K (-$286.9K)

Filed 2026-10-20

Creative Planning

INCREASED

Shares11,627 from 9,760

Change+1,867 (+19%)

Value$772.6K (+$74.8K)

Filed 2026-11-02

Summit Investment Advisory Services, LLC

DECREASED

Shares10,515 from 10,570

Change-55 (-1%)

Value$698.7K (-$57.0K)

Filed 2026-11-03

Brookstone Capital Management

INCREASED

Shares10,419 from 10,089

Change+330 (+3%)

Value$692.3K (-$29.0K)

Filed 2026-10-22

Essex LLC

DECREASED

Shares9,991 from 10,127

Change-136 (-1%)

Value$663.9K (-$60.2K)

Filed 2026-10-14

Spire Wealth Management

INCREASED

Shares9,620 from 9,602

Change+18 (+0%)

Value$639.2K (-$47.3K)

Filed 2026-10-30

Aries Wealth Management

INCREASED

Shares8,560 from 8,010

Change+550 (+7%)

Value$568.8K (-$3.9K)

Filed 2026-10-23

Entrewealth, LLC

INCREASED

Shares8,421 from 7,773

Change+648 (+8%)

Value$559.6K (+$22.5K)

Filed 2026-10-14

Global Financial Private Client, LLC

INCREASED

Shares8,081 from 6,765

Change+1,316 (+19%)

Value$537.0K (+$53.3K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares6,124 from 5,713

Change+411 (+7%)

Value$407.0K (-$1.5K)

Filed 2026-10-08

StoneX Group Inc.

INCREASED

Shares5,559 from 5,118

Change+441 (+9%)

Value$369.3K (+$3.4K)

Filed 2026-11-03

Lynx Investment Advisory

INCREASED

Shares5,487 from 5,476

Change+11 (+0%)

Value$364.6K (-$27.0K)

Filed 2026-10-27

Lido Advisors, LLC

DECREASED

Shares5,138 from 5,572

Change-434 (-8%)

Value$341.4K (-$57.0K)

Filed 2026-11-04

Opulen Financial Group LLC

DECREASED

Shares5,116 from 5,718

Change-602 (-11%)

Value$340.0K (-$68.9K)

Filed 2026-10-22

Junk Investment Group, LLC

DECREASED

Shares4,353 from 4,630

Change-277 (-6%)

Value$289.2K (-$41.8K)

Filed 2026-10-19

RPG Investment Advisory, LLC

DECREASED

Shares3,942 from 7,404

Change-3,462 (-47%)

Value$261.9K (-$267.4K)

Filed 2026-10-21

Mezzasalma Advisors, LLC

UNCHANGED

Shares3,776 from 3,776

Change0 (0%)

Value$250.9K (-$19.1K)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares3,407 from 3,294

Change+113 (+3%)

Value$226.4K (-$9.1K)

Filed 2026-10-16

Frederick Financial Consultants, LLC

UNCHANGED

Shares3,179 from 3,179

Change0 (0%)

Value$211.2K (-$16.1K)

Filed 2026-10-29

Ashton Thomas Private Wealth, LLC

INCREASED

Shares2,844 from 2,842

Change+2 (+0%)

Value$189.0K (-$14.2K)

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares2,029 from 1,941

Change+88 (+5%)

Value$134.8K (-$4.0K)

Filed 2026-11-05

Capital Advisors, Ltd. LLC

UNCHANGED

Shares1,463 from 1,463

Change0 (0%)

Value$97 (-$8)

Filed 2026-10-27

Parallel Advisors, LLC

INCREASED

Shares1,462 from 940

Change+522 (+56%)

Value$97.2K (+$29.9K)

Filed 2026-11-03

SBI Securities Co., Ltd.

UNCHANGED

Shares1,360 from 1,360

Change0 (0%)

Value$90.4K (-$6.9K)

Filed 2026-10-22

Larson Financial Group LLC

INCREASED

Shares1,225 from 1,224

Change+1 (+0%)

Value$81.4K (-$6.1K)

Filed 2026-11-05

Mather Group, Llc.

UNCHANGED

Shares1,189 from 1,189

Change0 (0%)

Value$79.0K (-$6.0K)

Filed 2026-10-14

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares703 from 703

Change0 (0%)

Value$46.7K (-$3.6K)

Filed 2026-10-27

Sherman Asset Management, Inc.

DECREASED

Shares599 from 615

Change-16 (-3%)

Value$39.8K (-$4.2K)

Filed 2026-11-05

Pacific Center for Financial Services

UNCHANGED

Shares437 from 437

Change0 (0%)

Value$29.0K (-$2.2K)

Filed 2026-10-15

CoreCap Advisors, LLC

UNCHANGED

Shares423 from 423

Change0 (0%)

Value$28.1K (-$2.1K)

Filed 2026-10-08

Princeton Global Asset Management LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$26.6K (-$2.0K)

Filed 2026-10-21

Pinnacle Bancorp, Inc.

UNCHANGED

Shares393 from 393

Change0 (0%)

Value$26.1K (-$2.0K)

Filed 2026-10-21

Root Financial Partners, LLC

DECREASED

Shares359 from 4,087

Change-3,728 (-91%)

Value$23.9K (-$268.4K)

Filed 2026-10-21

North Star Investment Management Corp.

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$23.3K (-$1.8K)

Filed 2026-10-27

Assetmark, Inc

UNCHANGED

Shares323 from 323

Change0 (0%)

Value$21.5K (-$1.6K)

Filed 2026-10-21

Private Trust Co NA

UNCHANGED

Shares276 from 276

Change0 (0%)

Value$18.3K (-$1.4K)

Filed 2026-10-20

Financial Consulate, Inc

UNCHANGED

Shares272 from 272

Change0 (0%)

Value$18.1K (-$1.4K)

Filed 2026-10-23

Compass Financial Management LLC

UNCHANGED

Shares271 from 271

Change0 (0%)

Value$18.0K (-$1.4K)

Filed 2026-10-30

Concord Wealth Partners

UNCHANGED

Shares237 from 237

Change0 (0%)

Value$15.7K (-$1.2K)

Filed 2026-11-02

Cdkv Holdings LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$13.3K (-$1.0K)

Filed 2026-10-28

United Financial Planning Group LLC

UNCHANGED

Shares195 from 195

Change0 (0%)

Value$13.0K (-$985)

Filed 2026-11-04

Reap Financial Group, LLC

DECREASED

Shares161 from 569

Change-408 (-72%)

Value$10.7K (-$30.0K)

Filed 2026-11-02

Foresight Capital Management Advisors, Inc.

NEW

Shares132

Change+132

Value$8.8K

Filed 2026-10-27

AlphaCore Capital LLC

UNCHANGED

Shares132 from 132

Change0 (0%)

Value$8.8K (-$667)

Filed 2026-11-04

Rossby Financial, LCC

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$7.3K (-$555)

Filed 2026-11-05

Capital Investment Advisory Services, LLC

DECREASED

Shares97 from 459

Change-362 (-79%)

Value$6.4K (-$26.4K)

Filed 2026-10-30

Key FInancial Inc

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$6.4K (-$490)

Filed 2026-11-02

Buck Wealth Strategies, LLC

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$4.6K (-$349)

Filed 2026-10-28

Center for Financial Planning, Inc.

NEW

Shares50

Change+50

Value$3.3K

Filed 2026-10-26

Central Pacific Bank - Trust Division

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$3.0K (-$228)

Filed 2026-10-06

Plante Moran Financial Advisors, LLC

NEW

Shares43

Change+43

Value$2.9K

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares42

Change+42

Value$2.8K

Filed 2026-10-27

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$1.7K (-$131)

Filed 2026-10-27

Creative Financial Designs Inc

DECREASED

Shares24 from 1,587

Change-1,563 (-98%)

Value$1.6K (-$111.8K)

Filed 2026-11-04

Hager Investment Management Services, LLC

NEW

Shares8

Change+8

Value$532

Filed 2026-11-04

Montgomery Financial Services LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$399 (-$30)

Filed 2026-11-03

Chicago Partners Investment Group LLC

CLOSED

Shares0 from 3,152

Change-3,152 (-100%)

Value$0 (-$209.6K)

Filed 2026-10-27

Decker Wealth Management LLC

CLOSED

Shares0 from 2,870

Change-2,870 (-100%)

Value$0 (-$205.2K)

Filed 2026-10-09

Capital Advantage, Inc.

CLOSED

Shares0 from 2,848

Change-2,848 (-100%)

Value$0 (-$203.6K)

Filed 2026-10-14

International Assets Investment Management, LLC

CLOSED

Shares0 from 138

Change-138 (-100%)

Value$0 (-$9.8K)

Filed 2026-11-02

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 64

Change-64 (-100%)

Value$0 (-$4.6K)

Filed 2026-10-26

LifeSteps Financial, Inc.

CLOSED

Shares0 from 54

Change-54 (-100%)

Value$0 (-$3.9K)

Filed 2026-10-15

AdvisorNet Financial, Inc

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$3.4K)

Filed 2026-10-15

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 30

Change-30 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-27

Sims Investment Management, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-13

Abound Wealth Management

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$787)

Filed 2026-10-26

Financial Engines Advisors L.L.C.

N/A

Shares— from 28,216,004

Change-28,216,004 (-100%)

Value—

Betterment LLC

N/A

Shares— from 1,500,675

Change-1,500,675 (-100%)

Value—

Sava Penzisko Drushtvo A.D. Skopje

N/A

Shares— from 458,174

Change-458,174 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 255,165

Change-255,165 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 230,181

Change-230,181 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 149,679

Change-149,679 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 143,100

Change-143,100 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 123,309

Change-123,309 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 99,132

Change-99,132 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 98,434

Change-98,434 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 81,730

Change-81,730 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 74,785

Change-74,785 (-100%)

Value—

Private Advisory Group LLC

N/A

Shares— from 71,597

Change-71,597 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 46,412

Change-46,412 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 45,443

Change-45,443 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 44,094

Change-44,094 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 36,177

Change-36,177 (-100%)

Value—

Austin Wealth Management, LLC

N/A

Shares— from 33,787

Change-33,787 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 33,325

Change-33,325 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 32,956

Change-32,956 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 29,794

Change-29,794 (-100%)

Value—

WealthCare Investment Partners, LLC

N/A

Shares— from 26,168

Change-26,168 (-100%)

Value—

UBS Group AG

N/A

Shares— from 24,886

Change-24,886 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 23,650

Change-23,650 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 22,393

Change-22,393 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 21,931

Change-21,931 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 21,105

Change-21,105 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 20,725

Change-20,725 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 20,049

Change-20,049 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 18,094

Change-18,094 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 14,585

Change-14,585 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14,519

Change-14,519 (-100%)

Value—

FMR LLC

N/A

Shares— from 13,572

Change-13,572 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 13,557

Change-13,557 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 12,753

Change-12,753 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 12,567

Change-12,567 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 11,159

Change-11,159 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 10,325

Change-10,325 (-100%)

Value—

Ritholtz Wealth Management

N/A

Shares— from 10,278

Change-10,278 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 8,529

Change-8,529 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 8,407

Change-8,407 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 7,765

Change-7,765 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,944

Change-6,944 (-100%)

Value—

Talisman Wealth Advisors LLC

N/A

Shares— from 5,686

Change-5,686 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 5,449

Change-5,449 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,451

Change-4,451 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,894

Change-3,894 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,336

Change-3,336 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 3,304

Change-3,304 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,866

Change-2,866 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,565

Change-2,565 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,839

Change-1,839 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,669

Change-1,669 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,636

Change-1,636 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,408

Change-1,408 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,260

Change-1,260 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 774

Change-774 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 766

Change-766 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 608

Change-608 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 551

Change-551 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 550

Change-550 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 500

Change-500 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 500

Change-500 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 491

Change-491 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 396

Change-396 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 351

Change-351 (-100%)

Value—

Coston, McIsaac & Partners

N/A

Shares— from 255

Change-255 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 233

Change-233 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 215

Change-215 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 195

Change-195 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 180

Change-180 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 156

Change-156 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 152

Change-152 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 150

Change-150 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 133

Change-133 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 94

Change-94 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 71

Change-71 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 35

Change-35 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Cordant, Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

1 North Wealth Services LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Midland Wealth Advisors, LLC	INCREASED	1,137,796	1,135,593	+2,203	+0%	$81.2M	$75.6M	-$5.6M	2026-10-26
Financial Guidance Group, Inc.	INCREASED	105,363	98,434	+6,929	+7%	$7.0M	$7.0M	-$36.7K	2026-10-21
Wealth Enhancement Advisory Services, LLC	DECREASED	86,003	107,235	-21,232	-20%	$7.3M	$5.6M	-$1.7M	2026-10-13
MGO One Seven LLC	INCREASED	71,141	70,233	+908	+1%	$5.0M	$4.7M	-$294.4K	2026-10-28
Vise Technologies, Inc.	INCREASED	68,918	20,995	+47,923	+228%	$1.5M	$4.6M	+$3.1M	2026-10-29
Commonwealth Equity Services, LLC	INCREASED	63,281	62,280	+1,001	+2%	$4.5M	$4.2M	-$248.0K	2026-11-02
Financial Enhancement Group LLC	INCREASED	58,183	51,671	+6,512	+13%	$3.7M	$3.9M	+$168.9K	2026-10-08
Wealthcare Advisory Partners LLC	DECREASED	46,053	46,566	-513	-1%	$3.3M	$3.1M	-$269.2K	2026-10-21
Penobscot Wealth Management	INCREASED	33,650	31,861	+1,789	+6%	$2.3M	$2.2M	-$42.0K	2026-10-21
Lunt Capital Management, Inc.	INCREASED	29,791	29,437	+354	+1%	$2.1M	$2.0M	-$125.1K	2026-10-30
Strategic Advocates LLC	INCREASED	26,668	23,585	+3,083	+13%	$1.7M	$1.8M	+$85.8K	2026-11-03
RFG Advisory, LLC	INCREASED	26,340	19,923	+6,417	+32%	$1.4M	$1.8M	+$325.8K	2026-11-03
Towerpoint Wealth, LLC	DECREASED	25,697	52,248	-26,551	-51%	$3.7M	$1.7M	-$2.0M	2026-10-13
Advantage Trust Co	UNCHANGED	23,955	23,955	0	0%	$1.7M	$1.6M	-$121.0K	2026-10-19
Oppenheimer & Co Inc	NEW	20,116	—	+20,116	—	—	$1.3M	—	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	19,490	17,573	+1,917	+11%	$1.3M	$1.3K	-$1.3M	2026-11-02
Hughes Financial Services, LLC	DECREASED	17,524	18,329	-805	-4%	$1.3M	$1.1M	-$178.6K	2026-10-30
Prime Capital Investment Advisors, LLC	DECREASED	14,082	17,100	-3,018	-18%	$1.2M	$935.7K	-$286.9K	2026-10-20
Creative Planning	INCREASED	11,627	9,760	+1,867	+19%	$697.8K	$772.6K	+$74.8K	2026-11-02
Summit Investment Advisory Services, LLC	DECREASED	10,515	10,570	-55	-1%	$755.7K	$698.7K	-$57.0K	2026-11-03
Brookstone Capital Management	INCREASED	10,419	10,089	+330	+3%	$721.3K	$692.3K	-$29.0K	2026-10-22
Essex LLC	DECREASED	9,991	10,127	-136	-1%	$724.1K	$663.9K	-$60.2K	2026-10-14
Spire Wealth Management	INCREASED	9,620	9,602	+18	+0%	$686.6K	$639.2K	-$47.3K	2026-10-30
Aries Wealth Management	INCREASED	8,560	8,010	+550	+7%	$572.7K	$568.8K	-$3.9K	2026-10-23
Entrewealth, LLC	INCREASED	8,421	7,773	+648	+8%	$537.0K	$559.6K	+$22.5K	2026-10-14
Global Financial Private Client, LLC	INCREASED	8,081	6,765	+1,316	+19%	$483.7K	$537.0K	+$53.3K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	6,124	5,713	+411	+7%	$408.5K	$407.0K	-$1.5K	2026-10-08
StoneX Group Inc.	INCREASED	5,559	5,118	+441	+9%	$365.9K	$369.3K	+$3.4K	2026-11-03
Lynx Investment Advisory	INCREASED	5,487	5,476	+11	+0%	$391.6K	$364.6K	-$27.0K	2026-10-27
Lido Advisors, LLC	DECREASED	5,138	5,572	-434	-8%	$398.4K	$341.4K	-$57.0K	2026-11-04
Opulen Financial Group LLC	DECREASED	5,116	5,718	-602	-11%	$408.8K	$340.0K	-$68.9K	2026-10-22
Junk Investment Group, LLC	DECREASED	4,353	4,630	-277	-6%	$331.0K	$289.2K	-$41.8K	2026-10-19
RPG Investment Advisory, LLC	DECREASED	3,942	7,404	-3,462	-47%	$529.4K	$261.9K	-$267.4K	2026-10-21
Mezzasalma Advisors, LLC	UNCHANGED	3,776	3,776	0	0%	$270.0K	$250.9K	-$19.1K	2026-10-14
IFP Advisors, Inc	INCREASED	3,407	3,294	+113	+3%	$235.5K	$226.4K	-$9.1K	2026-10-16
Frederick Financial Consultants, LLC	UNCHANGED	3,179	3,179	0	0%	$227.3K	$211.2K	-$16.1K	2026-10-29
Ashton Thomas Private Wealth, LLC	INCREASED	2,844	2,842	+2	+0%	$203.2K	$189.0K	-$14.2K	2026-11-03
Fifth Third Bancorp	INCREASED	2,029	1,941	+88	+5%	$138.8K	$134.8K	-$4.0K	2026-11-05
Capital Advisors, Ltd. LLC	UNCHANGED	1,463	1,463	0	0%	$105	$97	-$8	2026-10-27
Parallel Advisors, LLC	INCREASED	1,462	940	+522	+56%	$67.2K	$97.2K	+$29.9K	2026-11-03
SBI Securities Co., Ltd.	UNCHANGED	1,360	1,360	0	0%	$97.2K	$90.4K	-$6.9K	2026-10-22
Larson Financial Group LLC	INCREASED	1,225	1,224	+1	+0%	$87.5K	$81.4K	-$6.1K	2026-11-05
Mather Group, Llc.	UNCHANGED	1,189	1,189	0	0%	$85.0K	$79.0K	-$6.0K	2026-10-14
Comprehensive Financial Planning, Inc.	UNCHANGED	703	703	0	0%	$50.3K	$46.7K	-$3.6K	2026-10-27
Sherman Asset Management, Inc.	DECREASED	599	615	-16	-3%	$44.0K	$39.8K	-$4.2K	2026-11-05
Pacific Center for Financial Services	UNCHANGED	437	437	0	0%	$31.2K	$29.0K	-$2.2K	2026-10-15
CoreCap Advisors, LLC	UNCHANGED	423	423	0	0%	$30.2K	$28.1K	-$2.1K	2026-10-08
Princeton Global Asset Management LLC	UNCHANGED	400	400	0	0%	$28.6K	$26.6K	-$2.0K	2026-10-21
Pinnacle Bancorp, Inc.	UNCHANGED	393	393	0	0%	$28.1K	$26.1K	-$2.0K	2026-10-21
Root Financial Partners, LLC	DECREASED	359	4,087	-3,728	-91%	$292.2K	$23.9K	-$268.4K	2026-10-21
North Star Investment Management Corp.	UNCHANGED	350	350	0	0%	$25.0K	$23.3K	-$1.8K	2026-10-27
Assetmark, Inc	UNCHANGED	323	323	0	0%	$23.1K	$21.5K	-$1.6K	2026-10-21
Private Trust Co NA	UNCHANGED	276	276	0	0%	$19.7K	$18.3K	-$1.4K	2026-10-20
Financial Consulate, Inc	UNCHANGED	272	272	0	0%	$19.4K	$18.1K	-$1.4K	2026-10-23
Compass Financial Management LLC	UNCHANGED	271	271	0	0%	$19.4K	$18.0K	-$1.4K	2026-10-30
Concord Wealth Partners	UNCHANGED	237	237	0	0%	$16.9K	$15.7K	-$1.2K	2026-11-02
Cdkv Holdings LLC	UNCHANGED	200	200	0	0%	$14.3K	$13.3K	-$1.0K	2026-10-28
United Financial Planning Group LLC	UNCHANGED	195	195	0	0%	$13.9K	$13.0K	-$985	2026-11-04
Reap Financial Group, LLC	DECREASED	161	569	-408	-72%	$40.7K	$10.7K	-$30.0K	2026-11-02
Foresight Capital Management Advisors, Inc.	NEW	132	—	+132	—	—	$8.8K	—	2026-10-27
AlphaCore Capital LLC	UNCHANGED	132	132	0	0%	$9.4K	$8.8K	-$667	2026-11-04
Rossby Financial, LCC	UNCHANGED	110	110	0	0%	$7.9K	$7.3K	-$555	2026-11-05
Capital Investment Advisory Services, LLC	DECREASED	97	459	-362	-79%	$32.8K	$6.4K	-$26.4K	2026-10-30
Key FInancial Inc	UNCHANGED	97	97	0	0%	$6.9K	$6.4K	-$490	2026-11-02
Buck Wealth Strategies, LLC	UNCHANGED	69	69	0	0%	$4.9K	$4.6K	-$349	2026-10-28
Center for Financial Planning, Inc.	NEW	50	—	+50	—	—	$3.3K	—	2026-10-26
Central Pacific Bank - Trust Division	UNCHANGED	45	45	0	0%	$3.2K	$3.0K	-$228	2026-10-06
Plante Moran Financial Advisors, LLC	NEW	43	—	+43	—	—	$2.9K	—	2026-11-04
Latitude Advisors, LLC	NEW	42	—	+42	—	—	$2.8K	—	2026-10-27
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	26	26	0	0%	$1.9K	$1.7K	-$131	2026-10-27
Creative Financial Designs Inc	DECREASED	24	1,587	-1,563	-98%	$113.4K	$1.6K	-$111.8K	2026-11-04
Hager Investment Management Services, LLC	NEW	8	—	+8	—	—	$532	—	2026-11-04
Montgomery Financial Services LLC	UNCHANGED	6	6	0	0%	$429	$399	-$30	2026-11-03
Chicago Partners Investment Group LLC	CLOSED	0	3,152	-3,152	-100%	$209.6K	$0	-$209.6K	2026-10-27
Decker Wealth Management LLC	CLOSED	0	2,870	-2,870	-100%	$205.2K	$0	-$205.2K	2026-10-09
Capital Advantage, Inc.	CLOSED	0	2,848	-2,848	-100%	$203.6K	$0	-$203.6K	2026-10-14
International Assets Investment Management, LLC	CLOSED	0	138	-138	-100%	$9.8K	$0	-$9.8K	2026-11-02
Commonwealth Retirement Investments LLC	CLOSED	0	64	-64	-100%	$4.6K	$0	-$4.6K	2026-10-26
LifeSteps Financial, Inc.	CLOSED	0	54	-54	-100%	$3.9K	$0	-$3.9K	2026-10-15
AdvisorNet Financial, Inc	CLOSED	0	47	-47	-100%	$3.4K	$0	-$3.4K	2026-10-15
Cassaday & Co Wealth Management LLC	CLOSED	0	30	-30	-100%	$2.1K	$0	-$2.1K	2026-10-27
Sims Investment Management, LLC	CLOSED	0	25	-25	-100%	$1.8K	$0	-$1.8K	2026-10-13
Abound Wealth Management	CLOSED	0	11	-11	-100%	$787	$0	-$787	2026-10-26
Financial Engines Advisors L.L.C.	N/A	—	28,216,004	-28,216,004	-100%	$2.0B	—	—	—
Betterment LLC	N/A	—	1,500,675	-1,500,675	-100%	$107.3M	—	—	—
Sava Penzisko Drushtvo A.D. Skopje	N/A	—	458,174	-458,174	-100%	$35.3M	—	—	—
Morgan Stanley	N/A	—	255,165	-255,165	-100%	$18.2M	—	—	—
Baird Financial Group, Inc.	N/A	—	230,181	-230,181	-100%	$16.5M	—	—	—
Mariner, LLC	N/A	—	149,679	-149,679	-100%	$10.7M	—	—	—
Royal Bank of Canada	N/A	—	143,100	-143,100	-100%	$10.2M	—	—	—
Raymond James Financial Inc	N/A	—	123,309	-123,309	-100%	$8.8M	—	—	—
Bank of America Corp	N/A	—	99,132	-99,132	-100%	$7.1M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	98,434	-98,434	-100%	$7.0M	—	—	—
LPL Financial LLC	N/A	—	81,730	-81,730	-100%	$5.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	74,785	-74,785	-100%	$5.3M	—	—	—
Private Advisory Group LLC	N/A	—	71,597	-71,597	-100%	$5.1M	—	—	—
Citadel Advisors LLC	N/A	—	46,412	-46,412	-100%	$3.3M	—	—	—
Kintra Wealth, LLC	N/A	—	45,443	-45,443	-100%	$3.2M	—	—	—
Wells Fargo & Company	N/A	—	44,094	-44,094	-100%	$3.2M	—	—	—
Ameriprise Financial Inc	N/A	—	36,177	-36,177	-100%	$2.6M	—	—	—
Austin Wealth Management, LLC	N/A	—	33,787	-33,787	-100%	$2.2M	—	—	—
HighTower Advisors, LLC	N/A	—	33,325	-33,325	-100%	$2.4M	—	—	—
Geneos Wealth Management Inc.	N/A	—	32,956	-32,956	-100%	$2.4M	—	—	—
Cetera Investment Advisers	N/A	—	29,794	-29,794	-100%	$2.1M	—	—	—
WealthCare Investment Partners, LLC	N/A	—	26,168	-26,168	-100%	$1.9M	—	—	—
UBS Group AG	N/A	—	24,886	-24,886	-100%	$1.8M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	23,650	-23,650	-100%	$1.7M	—	—	—
Savvy Advisors, Inc.	N/A	—	22,393	-22,393	-100%	$1.6M	—	—	—
Cerity Partners LLC	N/A	—	21,931	-21,931	-100%	$1.6M	—	—	—
Focus Partners Wealth	N/A	—	21,105	-21,105	-100%	$1.5M	—	—	—
One Capital Management, LLC	N/A	—	20,725	-20,725	-100%	$1.2M	—	—	—
Comprehensive Money Management Services LLC	N/A	—	20,049	-20,049	-100%	$1.4M	—	—	—
Stifel Financial Corp	N/A	—	18,094	-18,094	-100%	$1.3M	—	—	—
HRT Financial LP	N/A	—	14,585	-14,585	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	14,519	-14,519	-100%	$1.0M	—	—	—
FMR LLC	N/A	—	13,572	-13,572	-100%	$970.4K	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	13,557	-13,557	-100%	$969.3K	—	—	—
Flow Traders U.S. LLC	N/A	—	12,753	-12,753	-100%	$912.0K	—	—	—
JPMorgan Chase & Co	N/A	—	12,567	-12,567	-100%	$876.5K	—	—	—
Bluespring Wealth Management, LLC	N/A	—	11,159	-11,159	-100%	$797.8K	—	—	—
Wealthfront Advisers LLC	N/A	—	10,325	-10,325	-100%	$738.2K	—	—	—
Ritholtz Wealth Management	N/A	—	10,278	-10,278	-100%	$734.9K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	8,529	-8,529	-100%	$609.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	8,407	-8,407	-100%	$601.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	7,765	-7,765	-100%	$555.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,944	-6,944	-100%	$496.5K	—	—	—
Talisman Wealth Advisors LLC	N/A	—	5,686	-5,686	-100%	$499.7K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	5,449	-5,449	-100%	$389.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,451	-4,451	-100%	$318.2K	—	—	—
BlackRock, Inc.	N/A	—	3,894	-3,894	-100%	$278.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,336	-3,336	-100%	$238.5K	—	—	—
Quantinno Capital Management LP	N/A	—	3,304	-3,304	-100%	$236.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,866	-2,866	-100%	$204.9K	—	—	—
AE Wealth Management LLC	N/A	—	2,565	-2,565	-100%	$183.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,839	-1,839	-100%	$131.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,669	-1,669	-100%	$119.3K	—	—	—
Bank of Montreal	N/A	—	1,636	-1,636	-100%	$117.0K	—	—	—
Allworth Financial LP	N/A	—	1,408	-1,408	-100%	$100.7K	—	—	—
Continuum Advisory, LLC	N/A	—	1,260	-1,260	-100%	$90.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	774	-774	-100%	$55.3K	—	—	—
Ancora Advisors LLCA	N/A	—	766	-766	-100%	$54.8K	—	—	—
Harbour Investments, Inc.	N/A	—	608	-608	-100%	$43.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	551	-551	-100%	$39.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	550	-550	-100%	$39.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	500	-500	-100%	$35.8K	—	—	—
Crews Bank & Trust	N/A	—	500	-500	-100%	$35.8K	—	—	—
Capital Analysts, LLC	N/A	—	491	-491	-100%	$35.0K	—	—	—
ST Germain D J Co Inc	N/A	—	396	-396	-100%	$28.3K	—	—	—
Crewe Advisors LLC	N/A	—	351	-351	-100%	$25.1K	—	—	—
Coston, McIsaac & Partners	N/A	—	255	-255	-100%	$18	—	—	—
BFC Planning, Inc.	N/A	—	233	-233	-100%	$16.7K	—	—	—
Napier Financial, LLC	N/A	—	215	-215	-100%	$15.4K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	195	-195	-100%	$13.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	180	-180	-100%	$12.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	156	-156	-100%	$11.2K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	152	-152	-100%	$10.9K	—	—	—
IMA Advisory Services, Inc.	N/A	—	150	-150	-100%	$10.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	133	-133	-100%	$9.5K	—	—	—
Kerr Financial Planning Corp	N/A	—	94	-94	-100%	$6.7K	—	—	—
Vanguard Advisers Inc	N/A	—	71	-71	-100%	$5.1K	—	—	—
JPL Wealth Management, LLC	N/A	—	41	-41	-100%	$2.9K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	35	-35	-100%	$2.5K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	33	-33	-100%	$2.4K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	27	-27	-100%	$1.6K	—	—	—
Horizon Investments, LLC	N/A	—	26	-26	-100%	$1.9K	—	—	—
Cordant, Inc.	N/A	—	25	-25	-100%	$1.8K	—	—	—
1 North Wealth Services LLC	N/A	—	25	-25	-100%	$1.8K	—	—	—
Strive Financial Group,LLC	N/A	—	21	-21	-100%	$1.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	18	-18	-100%	$1.3K	—	—	—
Russell Investments Group, Ltd.	N/A	—	6	-6	-100%	$429	—	—	—

Showing 170 of 170 institutions