SS Spdr R1000 Yield FOC ETF (ONEY)

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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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares355,208 from 350,251

Change+4,957 (+1%)

Value$43.7K (-$44.8M)

Filed 2026-11-02

Kestra Investment Management, LLC

DECREASED

Shares354,360 from 376,930

Change-22,570 (-6%)

Value$43.6M (-$4.7M)

Filed 2026-11-04

Creative Planning

INCREASED

Shares261,200 from 254,984

Change+6,216 (+2%)

Value$32.1M (-$556.8K)

Filed 2026-11-02

Lebenthal Global Advisors, LLC

DECREASED

Shares113,364 from 113,557

Change-193 (0%)

Value$13.9M (-$611.9K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares49,410 from 18,000

Change+31,410 (+175%)

Value$6.1M (+$3.8M)

Filed 2026-11-02

Holos Integrated Wealth LLC

DECREASED

Shares42,300 from 42,660

Change-360 (-1%)

Value$5.5M (-$113.0K)

Filed 2026-10-23

FMA Wealth Management, LLC

INCREASED

Shares38,069 from 37,915

Change+154 (+0%)

Value$4.7M (-$177.5K)

Filed 2026-10-21

Alaska Permanent Fund Corp

DECREASED

Shares37,531 from 486,597

Change-449,066 (-92%)

Value$4.6M (-$57.7M)

Filed 2026-10-21

Family Investment Center, Inc.

DECREASED

Shares32,749 from 34,958

Change-2,209 (-6%)

Value$4.0M (-$452.6K)

Filed 2026-10-19

Thrivent Financial for Lutherans

DECREASED

Shares15,936 from 16,400

Change-464 (-3%)

Value$2.0K (-$2.1M)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares15,602 from 5,928

Change+9,674 (+163%)

Value$1.9M (+$1.2M)

Filed 2026-11-02

Crumly & Associates Inc.

UNCHANGED

Shares13,723 from 13,723

Change0 (0%)

Value$1.7M (-$71.1K)

Filed 2026-10-07

Precedent Wealth Partners, LLC

INCREASED

Shares12,594 from 10,929

Change+1,665 (+15%)

Value$1.5M (+$148.1K)

Filed 2026-10-21

Horizon Wealth Management, LLC

INCREASED

Shares11,268 from 11,186

Change+82 (+1%)

Value$1.4M (-$47.9K)

Filed 2026-11-02

Fifth Third Securities, Inc.

INCREASED

Shares10,950 from 10,647

Change+303 (+3%)

Value$1.3M (-$17.9K)

Filed 2026-10-21

Venture Visionary Partners LLC

UNCHANGED

Shares8,696 from 8,696

Change0 (0%)

Value$1.1M (-$45.0K)

Filed 2026-10-07

Bank of New York Mellon Corp

INCREASED

Shares7,425 from 6,861

Change+564 (+8%)

Value$912.7K (+$33.8K)

Filed 2026-11-05

Cornerstone Wealth Management, LLC

INCREASED

Shares6,622 from 5,001

Change+1,621 (+32%)

Value$814.0K (+$173.4K)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares5,456 from 4,603

Change+853 (+19%)

Value$670.7K (+$81.0K)

Filed 2026-10-30

Creekside Partners

DECREASED

Shares5,197 from 5,587

Change-390 (-7%)

Value$638.9K (-$76.8K)

Filed 2026-11-04

Brown, Lisle Ings, Inc.

UNCHANGED

Shares4,865 from 4,865

Change0 (0%)

Value$598.0K (-$25.2K)

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares3,552 from 3,611

Change-59 (-2%)

Value$436.6K (-$26.0K)

Filed 2026-10-08

Insight Advisors, LLC/ PA

DECREASED

Shares3,481 from 3,736

Change-255 (-7%)

Value$427.9K (-$50.7K)

Filed 2026-10-22

Prevail Innovative Wealth Advisors, LLC

NEW

Shares3,219

Change+3,219

Value$399.2K

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares3,003 from 2,237

Change+766 (+34%)

Value$378.3K (+$87.2K)

Filed 2026-10-13

Prime Capital Investment Advisors, LLC

INCREASED

Shares2,908 from 2,870

Change+38 (+1%)

Value$357.4K (-$10.2K)

Filed 2026-10-20

IVC Wealth Advisors LLC

UNCHANGED

Shares2,855 from 2,855

Change0 (0%)

Value$350.9K (-$14.8K)

Filed 2026-10-23

Dynamic Advisor Solutions LLC

INCREASED

Shares2,828 from 2,737

Change+91 (+3%)

Value$347.6K (-$3.0K)

Filed 2026-10-13

Portland Financial Advisors Inc

UNCHANGED

Shares2,775 from 2,775

Change0 (0%)

Value$341.1K (-$14.4K)

Filed 2026-10-26

Financial Partners Group, Inc

UNCHANGED

Shares2,629 from 2,629

Change0 (0%)

Value$323.2K (-$13.6K)

Filed 2026-10-19

McAdam, LLC

DECREASED

Shares2,538 from 2,546

Change-8 (0%)

Value$311.9K (-$14.2K)

Filed 2026-10-21

XML Financial, LLC

DECREASED

Shares2,468 from 2,480

Change-12 (0%)

Value$303.4K (-$14.3K)

Filed 2026-10-29

Cap Partners, LLC

INCREASED

Shares2,449 from 2,424

Change+25 (+1%)

Value$301.0K (-$9.5K)

Filed 2026-10-19

Imc-Chicago, LLC

UNCHANGED

Shares2,225 from 2,225

Change0 (0%)

Value$273.5K (-$11.5K)

Filed 2026-11-05

World Equity Group, Inc.

DECREASED

Shares2,145 from 7,526

Change-5,381 (-71%)

Value$263.7K (-$700.4K)

Filed 2026-10-14

Meriwether Wealth & Planning, LLC

INCREASED

Shares1,775 from 1,773

Change+2 (+0%)

Value$218.2K (-$8.9K)

Filed 2026-10-13

Rodgers & Associates, LTD

UNCHANGED

Shares1,636 from 1,636

Change0 (0%)

Value$201.1K (-$8.5K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares1,581 from 1,553

Change+28 (+2%)

Value$204.4K (-$1.8K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares1,581 from 1,553

Change+28 (+2%)

Value$204.4K (-$1.8K)

Filed 2026-10-20

Pension & Wealth Management Advisors, Inc.

DECREASED

Shares452 from 472

Change-20 (-4%)

Value$55.6K (-$4.9K)

Filed 2026-10-16

1620 Investment Advisors, Inc.

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$33.8K (-$1.4K)

Filed 2026-11-04

Winthrop Capital Management, LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$27.7K (-$1.3K)

Filed 2026-11-05

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares206 from 206

Change0 (0%)

Value$25.3K (-$1.1K)

Filed 2026-10-13

Larson Financial Group LLC

INCREASED

Shares190 from 189

Change+1 (+1%)

Value$23.4K (-$804)

Filed 2026-11-05

Assetmark, Inc

UNCHANGED

Shares134 from 134

Change0 (0%)

Value$16.5K (-$694)

Filed 2026-10-21

AlphaCore Capital LLC

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$13.3K (-$560)

Filed 2026-11-04

Nfsg Corp

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$12.3K (-$518)

Filed 2026-10-15

Golden State Wealth Management, LLC

UNCHANGED

Shares93 from 93

Change0 (0%)

Value$11.4K (-$481)

Filed 2026-11-02

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$3.1K (-$130)

Filed 2026-10-23

Central Pacific Bank - Trust Division

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$2.1K (-$88)

Filed 2026-10-06

RDA Financial Network

CLOSED

Shares0 from 2,037

Change-2,037 (-100%)

Value$0 (-$260.9K)

Filed 2026-10-15

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 1,612

Change-1,612 (-100%)

Value$0 (-$206.4K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 692

Change-692 (-100%)

Value$0 (-$90.5K)

Filed 2026-10-16

MCF Advisors LLC

CLOSED

Shares0 from 112

Change-112 (-100%)

Value$0 (-$14.3K)

Filed 2026-10-28

Country Trust Bank

CLOSED

Shares0 from 75

Change-75 (-100%)

Value$0 (-$9.6K)

Filed 2026-10-30

AdvisorNet Financial, Inc

CLOSED

Shares0 from 61

Change-61 (-100%)

Value$0 (-$7.8K)

Filed 2026-10-15

LPL Financial LLC

N/A

Shares— from 592,995

Change-592,995 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 586,984

Change-586,984 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 226,543

Change-226,543 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 171,325

Change-171,325 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 104,734

Change-104,734 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 71,713

Change-71,713 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 68,232

Change-68,232 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 59,999

Change-59,999 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 56,492

Change-56,492 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 53,572

Change-53,572 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 46,045

Change-46,045 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 43,300

Change-43,300 (-100%)

Value—

Collaborative Wealth Managment Inc.

N/A

Shares— from 40,204

Change-40,204 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 34,857

Change-34,857 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 32,934

Change-32,934 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 32,363

Change-32,363 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 32,276

Change-32,276 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 28,102

Change-28,102 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 22,198

Change-22,198 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 14,006

Change-14,006 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 13,133

Change-13,133 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 12,753

Change-12,753 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 12,570

Change-12,570 (-100%)

Value—

Bonfire Financial

N/A

Shares— from 9,656

Change-9,656 (-100%)

Value—

CoreFirst Bank & Trust

N/A

Shares— from 8,395

Change-8,395 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 8,148

Change-8,148 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 7,127

Change-7,127 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,187

Change-6,187 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 5,855

Change-5,855 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,730

Change-4,730 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 4,544

Change-4,544 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 4,114

Change-4,114 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 3,965

Change-3,965 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 3,699

Change-3,699 (-100%)

Value—

Ally Invest Advisors Inc.

N/A

Shares— from 3,525

Change-3,525 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,397

Change-3,397 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 3,396

Change-3,396 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 2,864

Change-2,864 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 2,804

Change-2,804 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,784

Change-2,784 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 2,651

Change-2,651 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,481

Change-2,481 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 2,399

Change-2,399 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,358

Change-2,358 (-100%)

Value—

Lutz Financial Services LLC

N/A

Shares— from 2,295

Change-2,295 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 1,760

Change-1,760 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 1,640

Change-1,640 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,474

Change-1,474 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,452

Change-1,452 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1,221

Change-1,221 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,070

Change-1,070 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,004

Change-1,004 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 634

Change-634 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 600

Change-600 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 546

Change-546 (-100%)

Value—

FMR LLC

N/A

Shares— from 534

Change-534 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 435

Change-435 (-100%)

Value—

Walsh & Associates, LLC

N/A

Shares— from 415

Change-415 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 294

Change-294 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 268

Change-268 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 177

Change-177 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 30

Change-30 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	355,208	350,251	+4,957	+1%	$44.9M	$43.7K	-$44.8M	2026-11-02
Kestra Investment Management, LLC	DECREASED	354,360	376,930	-22,570	-6%	$48.3M	$43.6M	-$4.7M	2026-11-04
Creative Planning	INCREASED	261,200	254,984	+6,216	+2%	$32.7M	$32.1M	-$556.8K	2026-11-02
Lebenthal Global Advisors, LLC	DECREASED	113,364	113,557	-193	0%	$14.5M	$13.9M	-$611.9K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	49,410	18,000	+31,410	+175%	$2.3M	$6.1M	+$3.8M	2026-11-02
Holos Integrated Wealth LLC	DECREASED	42,300	42,660	-360	-1%	$5.6M	$5.5M	-$113.0K	2026-10-23
FMA Wealth Management, LLC	INCREASED	38,069	37,915	+154	+0%	$4.9M	$4.7M	-$177.5K	2026-10-21
Alaska Permanent Fund Corp	DECREASED	37,531	486,597	-449,066	-92%	$62.3M	$4.6M	-$57.7M	2026-10-21
Family Investment Center, Inc.	DECREASED	32,749	34,958	-2,209	-6%	$4.5M	$4.0M	-$452.6K	2026-10-19
Thrivent Financial for Lutherans	DECREASED	15,936	16,400	-464	-3%	$2.1M	$2.0K	-$2.1M	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	15,602	5,928	+9,674	+163%	$759.4K	$1.9M	+$1.2M	2026-11-02
Crumly & Associates Inc.	UNCHANGED	13,723	13,723	0	0%	$1.8M	$1.7M	-$71.1K	2026-10-07
Precedent Wealth Partners, LLC	INCREASED	12,594	10,929	+1,665	+15%	$1.4M	$1.5M	+$148.1K	2026-10-21
Horizon Wealth Management, LLC	INCREASED	11,268	11,186	+82	+1%	$1.4M	$1.4M	-$47.9K	2026-11-02
Fifth Third Securities, Inc.	INCREASED	10,950	10,647	+303	+3%	$1.4M	$1.3M	-$17.9K	2026-10-21
Venture Visionary Partners LLC	UNCHANGED	8,696	8,696	0	0%	$1.1M	$1.1M	-$45.0K	2026-10-07
Bank of New York Mellon Corp	INCREASED	7,425	6,861	+564	+8%	$879.0K	$912.7K	+$33.8K	2026-11-05
Cornerstone Wealth Management, LLC	INCREASED	6,622	5,001	+1,621	+32%	$640.6K	$814.0K	+$173.4K	2026-11-04
Truist Financial Corp	INCREASED	5,456	4,603	+853	+19%	$589.6K	$670.7K	+$81.0K	2026-10-30
Creekside Partners	DECREASED	5,197	5,587	-390	-7%	$715.7K	$638.9K	-$76.8K	2026-11-04
Brown, Lisle Ings, Inc.	UNCHANGED	4,865	4,865	0	0%	$623.2K	$598.0K	-$25.2K	2026-10-16
Farther Finance Advisors, LLC	DECREASED	3,552	3,611	-59	-2%	$462.6K	$436.6K	-$26.0K	2026-10-08
Insight Advisors, LLC/ PA	DECREASED	3,481	3,736	-255	-7%	$478.6K	$427.9K	-$50.7K	2026-10-22
Prevail Innovative Wealth Advisors, LLC	NEW	3,219	—	+3,219	—	—	$399.2K	—	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	3,003	2,237	+766	+34%	$291.1K	$378.3K	+$87.2K	2026-10-13
Prime Capital Investment Advisors, LLC	INCREASED	2,908	2,870	+38	+1%	$367.6K	$357.4K	-$10.2K	2026-10-20
IVC Wealth Advisors LLC	UNCHANGED	2,855	2,855	0	0%	$365.7K	$350.9K	-$14.8K	2026-10-23
Dynamic Advisor Solutions LLC	INCREASED	2,828	2,737	+91	+3%	$350.7K	$347.6K	-$3.0K	2026-10-13
Portland Financial Advisors Inc	UNCHANGED	2,775	2,775	0	0%	$355.5K	$341.1K	-$14.4K	2026-10-26
Financial Partners Group, Inc	UNCHANGED	2,629	2,629	0	0%	$336.8K	$323.2K	-$13.6K	2026-10-19
McAdam, LLC	DECREASED	2,538	2,546	-8	0%	$326.1K	$311.9K	-$14.2K	2026-10-21
XML Financial, LLC	DECREASED	2,468	2,480	-12	0%	$317.7K	$303.4K	-$14.3K	2026-10-29
Cap Partners, LLC	INCREASED	2,449	2,424	+25	+1%	$310.5K	$301.0K	-$9.5K	2026-10-19
Imc-Chicago, LLC	UNCHANGED	2,225	2,225	0	0%	$285.0K	$273.5K	-$11.5K	2026-11-05
World Equity Group, Inc.	DECREASED	2,145	7,526	-5,381	-71%	$964.1K	$263.7K	-$700.4K	2026-10-14
Meriwether Wealth & Planning, LLC	INCREASED	1,775	1,773	+2	+0%	$227.1K	$218.2K	-$8.9K	2026-10-13
Rodgers & Associates, LTD	UNCHANGED	1,636	1,636	0	0%	$209.6K	$201.1K	-$8.5K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	1,581	1,553	+28	+2%	$206.2K	$204.4K	-$1.8K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	1,581	1,553	+28	+2%	$206.2K	$204.4K	-$1.8K	2026-10-20
Pension & Wealth Management Advisors, Inc.	DECREASED	452	472	-20	-4%	$60.5K	$55.6K	-$4.9K	2026-10-16
1620 Investment Advisors, Inc.	UNCHANGED	275	275	0	0%	$35.2K	$33.8K	-$1.4K	2026-11-04
Winthrop Capital Management, LLC	UNCHANGED	225	225	0	0%	$29.0K	$27.7K	-$1.3K	2026-11-05
Beacon Investment Advisory Services, Inc.	UNCHANGED	206	206	0	0%	$26.4K	$25.3K	-$1.1K	2026-10-13
Larson Financial Group LLC	INCREASED	190	189	+1	+1%	$24.2K	$23.4K	-$804	2026-11-05
Assetmark, Inc	UNCHANGED	134	134	0	0%	$17.2K	$16.5K	-$694	2026-10-21
AlphaCore Capital LLC	UNCHANGED	108	108	0	0%	$13.8K	$13.3K	-$560	2026-11-04
Nfsg Corp	UNCHANGED	100	100	0	0%	$12.8K	$12.3K	-$518	2026-10-15
Golden State Wealth Management, LLC	UNCHANGED	93	93	0	0%	$11.9K	$11.4K	-$481	2026-11-02
Wilmington Savings Fund Society, FSB	UNCHANGED	25	25	0	0%	$3.2K	$3.1K	-$130	2026-10-23
Central Pacific Bank - Trust Division	UNCHANGED	17	17	0	0%	$2.2K	$2.1K	-$88	2026-10-06
RDA Financial Network	CLOSED	0	2,037	-2,037	-100%	$260.9K	$0	-$260.9K	2026-10-15
J.W. Cole Advisors, Inc.	CLOSED	0	1,612	-1,612	-100%	$206.4K	$0	-$206.4K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	692	-692	-100%	$90.5K	$0	-$90.5K	2026-10-16
MCF Advisors LLC	CLOSED	0	112	-112	-100%	$14.3K	$0	-$14.3K	2026-10-28
Country Trust Bank	CLOSED	0	75	-75	-100%	$9.6K	$0	-$9.6K	2026-10-30
AdvisorNet Financial, Inc	CLOSED	0	61	-61	-100%	$7.8K	$0	-$7.8K	2026-10-15
LPL Financial LLC	N/A	—	592,995	-592,995	-100%	$76.0M	—	—	—
Ameriprise Financial Inc	N/A	—	586,984	-586,984	-100%	$75.1M	—	—	—
Mariner, LLC	N/A	—	226,543	-226,543	-100%	$29.0M	—	—	—
Raymond James Financial Inc	N/A	—	171,325	-171,325	-100%	$21.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	104,734	-104,734	-100%	$13.4M	—	—	—
Waverly Advisors, LLC	N/A	—	71,713	-71,713	-100%	$9.2M	—	—	—
Cetera Investment Advisers	N/A	—	68,232	-68,232	-100%	$8.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	59,999	-59,999	-100%	$7.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	56,492	-56,492	-100%	$7.2M	—	—	—
Equitable Holdings, Inc.	N/A	—	53,572	-53,572	-100%	$6.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	46,045	-46,045	-100%	$5.9M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	43,300	-43,300	-100%	$5.5M	—	—	—
Collaborative Wealth Managment Inc.	N/A	—	40,204	-40,204	-100%	$5.2M	—	—	—
Savvy Advisors, Inc.	N/A	—	34,857	-34,857	-100%	$4.5M	—	—	—
Pallas Capital Advisors LLC	N/A	—	32,934	-32,934	-100%	$4.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	32,363	-32,363	-100%	$4.1M	—	—	—
Bank of America Corp	N/A	—	32,276	-32,276	-100%	$4.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	28,102	-28,102	-100%	$3.6M	—	—	—
IHT Wealth Management, LLC	N/A	—	22,198	-22,198	-100%	$2.8M	—	—	—
Capital Analysts, LLC	N/A	—	14,006	-14,006	-100%	$1.8M	—	—	—
Private Advisor Group, LLC	N/A	—	13,133	-13,133	-100%	$1.7M	—	—	—
Fiduciary Financial Advisors	N/A	—	12,753	-12,753	-100%	$1.6M	—	—	—
Leavell Investment Management, Inc.	N/A	—	12,570	-12,570	-100%	$1.6M	—	—	—
Bonfire Financial	N/A	—	9,656	-9,656	-100%	$1.2M	—	—	—
CoreFirst Bank & Trust	N/A	—	8,395	-8,395	-100%	$1.1M	—	—	—
SageView Advisory Group, LLC	N/A	—	8,148	-8,148	-100%	$1.0M	—	—	—
Essex Financial Services, Inc.	N/A	—	7,127	-7,127	-100%	$913.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,187	-6,187	-100%	$792.6K	—	—	—
Wells Fargo & Company	N/A	—	5,855	-5,855	-100%	$750.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,730	-4,730	-100%	$605.9K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	4,544	-4,544	-100%	$582.1K	—	—	—
Merit Financial Group, LLC	N/A	—	4,114	-4,114	-100%	$527.0K	—	—	—
NorthRock Partners, LLC	N/A	—	3,965	-3,965	-100%	$508.0K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	3,699	-3,699	-100%	$473.9K	—	—	—
Ally Invest Advisors Inc.	N/A	—	3,525	-3,525	-100%	$451.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,397	-3,397	-100%	$435.1K	—	—	—
Valmark Advisers, Inc.	N/A	—	3,396	-3,396	-100%	$435.0K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	2,864	-2,864	-100%	$366.0K	—	—	—
Western Wealth Management, LLC	N/A	—	2,804	-2,804	-100%	$359.2K	—	—	—
Morgan Stanley	N/A	—	2,784	-2,784	-100%	$356.6K	—	—	—
NewEdge Wealth, LLC	N/A	—	2,651	-2,651	-100%	$339.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,481	-2,481	-100%	$317.8K	—	—	—
Cascade Financial Partners, LLC	N/A	—	2,399	-2,399	-100%	$307.3K	—	—	—
Jane Street Group, LLC	N/A	—	2,358	-2,358	-100%	$302.1K	—	—	—
Lutz Financial Services LLC	N/A	—	2,295	-2,295	-100%	$294.0K	—	—	—
MML Investors Services, LLC	N/A	—	1,760	-1,760	-100%	$225.4K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	1,640	-1,640	-100%	$210.1K	—	—	—
Royal Bank of Canada	N/A	—	1,474	-1,474	-100%	$189.0K	—	—	—
BlackRock, Inc.	N/A	—	1,452	-1,452	-100%	$186.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1,221	-1,221	-100%	$156.4K	—	—	—
Continuum Advisory, LLC	N/A	—	1,070	-1,070	-100%	$137.1K	—	—	—
Bogart Wealth, LLC	N/A	—	1,004	-1,004	-100%	$128.6K	—	—	—
JPMorgan Chase & Co	N/A	—	634	-634	-100%	$81.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	600	-600	-100%	$76.9K	—	—	—
Orion Capital Management LLC	N/A	—	546	-546	-100%	$70.0K	—	—	—
FMR LLC	N/A	—	534	-534	-100%	$68.4K	—	—	—
Allworth Financial LP	N/A	—	435	-435	-100%	$55.8K	—	—	—
Walsh & Associates, LLC	N/A	—	415	-415	-100%	$53.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	294	-294	-100%	$37.7K	—	—	—
Harbour Investments, Inc.	N/A	—	268	-268	-100%	$34.3K	—	—	—
Nova Wealth Management, Inc.	N/A	—	200	-200	-100%	$25.6K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	177	-177	-100%	$22.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	70	-70	-100%	$9.0K	—	—	—
Vanguard Advisers Inc	N/A	—	30	-30	-100%	$3.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	30	-30	-100%	$3.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	10	-10	-100%	$1.3K	—	—	—

Showing 122 of 122 institutions