Spdr US LC LOW VOL IDX (LGLV)

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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Syntegra Private Wealth Group, LLC

INCREASED

Shares781,591 from 771,561

Change+10,030 (+1%)

Value$136.2M (-$3.8M)

Filed 2026-10-13

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares369,406 from 344,896

Change+24,510 (+7%)

Value$64.4M (+$1.8M)

Filed 2026-10-29

Dorval Corp

INCREASED

Shares130,740 from 128,408

Change+2,332 (+2%)

Value$22.8M (-$511.6K)

Filed 2026-10-29

Integrity Alliance, Llc.

INCREASED

Shares71,346 from 67,220

Change+4,126 (+6%)

Value$12.4M (+$238.6K)

Filed 2026-10-29

Founders Financial Securities LLC

INCREASED

Shares61,275 from 61,238

Change+37 (+0%)

Value$10.7M (-$431.4K)

Filed 2026-10-28

HF Advisory Group, LLC

INCREASED

Shares39,683 from 37,892

Change+1,791 (+5%)

Value$6.9M (+$41.2K)

Filed 2026-10-09

Schear Investment Advisers, LLC

NEW

Shares39,564

Change+39,564

Value$6.9M

Filed 2026-10-14

Tempo Wealth, LLC

INCREASED

Shares39,564 from 39,411

Change+153 (+0%)

Value$6.9M (-$255.1K)

Filed 2026-10-14

Sage Mountain Advisors LLC

UNCHANGED

Shares18,958 from 18,958

Change0 (0%)

Value$3.3M (-$135.6K)

Filed 2026-11-02

Regatta Capital Group, LLC

INCREASED

Shares18,074 from 14,808

Change+3,266 (+22%)

Value$3.2M (+$463.3K)

Filed 2026-10-23

Journey Advisory Group, LLC

DECREASED

Shares17,888 from 18,503

Change-615 (-3%)

Value$3.1M (-$239.5K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares13,097 from 12,934

Change+163 (+1%)

Value$2.3M (-$57.2K)

Filed 2026-10-13

Daiwa Securities Group Inc.

INCREASED

Shares12,920 from 12,500

Change+420 (+3%)

Value$2.3M (-$16.2K)

Filed 2026-10-29

McNaughton Wealth Management, LLC

DECREASED

Shares11,956 from 12,107

Change-151 (-1%)

Value$2.1M (-$112.9K)

Filed 2026-10-09

Roffman Miller Associates Inc

DECREASED

Shares11,038 from 11,682

Change-644 (-6%)

Value$1.9M (-$195.8K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares10,500 from 16,205

Change-5,705 (-35%)

Value$1.8M (-$1.1M)

Filed 2026-11-02

Norden Group LLC

DECREASED

Shares8,345 from 8,455

Change-110 (-1%)

Value$1.5M (-$79.6K)

Filed 2026-10-20

Legacy Advisory Services, LLC

DECREASED

Shares8,141 from 15,055

Change-6,914 (-46%)

Value$1.4M (-$1.3M)

Filed 2026-10-20

Citigroup Inc

INCREASED

Shares8,110 from 851

Change+7,259 (+853%)

Value$1.4M (+$1.3M)

Filed 2026-11-04

JBR Co Financial Management Inc

DECREASED

Shares7,166 from 7,434

Change-268 (-4%)

Value$1.3M (-$41.0K)

Filed 2026-10-13

Financial Insights, Inc.

DECREASED

Shares6,836 from 6,905

Change-69 (-1%)

Value$1.2M (-$61.4K)

Filed 2026-10-27

Caliber Wealth Management, LLC / KS

DECREASED

Shares6,821 from 6,898

Change-77 (-1%)

Value$1.2M (-$62.8K)

Filed 2026-11-04

Independent Wealth Network Inc.

DECREASED

Shares6,160 from 6,362

Change-202 (-3%)

Value$1.1M (-$80.6K)

Filed 2026-10-19

Apollon Financial, LLC

DECREASED

Shares5,725 from 5,875

Change-150 (-3%)

Value$998.0K (-$68.0K)

Filed 2026-10-23

Milestone Investment Advisors LLC

DECREASED

Shares5,551 from 6,701

Change-1,150 (-17%)

Value$967.6K (-$248.4K)

Filed 2026-11-05

Portland Financial Advisors Inc

DECREASED

Shares5,465 from 5,515

Change-50 (-1%)

Value$952.6K (-$48.1K)

Filed 2026-10-26

Family Capital Management, Inc.

DECREASED

Shares5,125 from 5,182

Change-57 (-1%)

Value$893.3K (-$46.9K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares5,010 from 6,594

Change-1,584 (-24%)

Value$873 (-$1.2M)

Filed 2026-11-02

Krilogy Financial LLC

DECREASED

Shares4,763 from 4,942

Change-179 (-4%)

Value$853.5K (-$43.2K)

Filed 2026-10-13

Integrity Advisory Solutions, LLC

INCREASED

Shares4,512 from 4,001

Change+511 (+13%)

Value$786.5K (+$60.5K)

Filed 2026-10-29

Flagship Private Wealth, LLC

DECREASED

Shares4,443 from 6,173

Change-1,730 (-28%)

Value$774.5K (-$345.7K)

Filed 2026-11-05

Strategic Blueprint, LLC

DECREASED

Shares4,382 from 4,531

Change-149 (-3%)

Value$763.8K (-$58.4K)

Filed 2026-10-22

Sheets Smith Wealth Management

UNCHANGED

Shares4,274 from 4,274

Change0 (0%)

Value$745.0K (-$30.6K)

Filed 2026-10-16

Cypress Wealth Services, LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$708.2K (-$17.7K)

Filed 2026-10-21

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

DECREASED

Shares3,775 from 3,855

Change-80 (-2%)

Value$658.0K (-$41.5K)

Filed 2026-10-27

Thrive Capital Management, LLC

INCREASED

Shares3,741 from 3,720

Change+21 (+1%)

Value$652.2K (-$22.9K)

Filed 2026-10-28

Perryman Financial Advisory Inc

DECREASED

Shares3,626 from 3,708

Change-82 (-2%)

Value$632.0K (-$40.8K)

Filed 2026-10-16

Riversedge Advisors, LLC

DECREASED

Shares3,512 from 3,749

Change-237 (-6%)

Value$612.2K (-$68.1K)

Filed 2026-10-09

J.W. Cole Advisors, Inc.

INCREASED

Shares3,446 from 3,444

Change+2 (+0%)

Value$600.7K (-$24.3K)

Filed 2026-11-05

Compound Planning, Inc.

DECREASED

Shares3,323 from 3,348

Change-25 (-1%)

Value$579.2K (-$28.3K)

Filed 2026-11-05

Raab & Moskowitz Asset Management LLC

DECREASED

Shares3,167 from 3,289

Change-122 (-4%)

Value$552.0K (-$44.8K)

Filed 2026-11-02

Brookstone Capital Management

DECREASED

Shares3,030 from 3,208

Change-178 (-6%)

Value$528.2K (-$53.8K)

Filed 2026-10-22

Wedbush Securities Inc

DECREASED

Shares2,961 from 3,361

Change-400 (-12%)

Value$516 (-$609.5K)

Filed 2026-10-22

Hutchens & Kramer Investment Management Group, LLC

DECREASED

Shares2,947 from 2,971

Change-24 (-1%)

Value$513.7K (-$25.4K)

Filed 2026-10-16

Thrivent Financial for Lutherans

DECREASED

Shares2,620 from 2,637

Change-17 (-1%)

Value$457 (-$477.5K)

Filed 2026-11-05

Creative Financial Designs Inc

DECREASED

Shares2,411 from 2,612

Change-201 (-8%)

Value$420.2K (-$53.7K)

Filed 2026-11-04

ARS Wealth Advisors Group, LLC

INCREASED

Shares2,379 from 2,371

Change+8 (+0%)

Value$414.7K (-$15.6K)

Filed 2026-10-16

Insight Advisors, LLC/ PA

DECREASED

Shares2,303 from 2,461

Change-158 (-6%)

Value$401.4K (-$45.1K)

Filed 2026-10-22

Mallini Complete Financial Planning LLC

INCREASED

Shares2,292 from 2,291

Change+1 (+0%)

Value$399.6K (-$16.2K)

Filed 2026-10-06

High Net Worth Advisory Group LLC

UNCHANGED

Shares2,200 from 2,200

Change0 (0%)

Value$383.5K (-$15.7K)

Filed 2026-10-26

Retireful, LLC

INCREASED

Shares2,097 from 1,975

Change+122 (+6%)

Value$365.5K (-$3.5K)

Filed 2026-10-09

Integrity Wealth Partners, LLC

NEW

Shares2,049

Change+2,049

Value$357.2K

Filed 2026-10-14

ARQ Wealth Advisors, LLC

DECREASED

Shares1,706 from 1,761

Change-55 (-3%)

Value$297.4K (-$27.9K)

Filed 2026-10-29

Sherman Wealth Management LLC

INCREASED

Shares1,689 from 1,683

Change+6 (+0%)

Value$294.5K (-$10.9K)

Filed 2026-10-16

Uptick Partners, LLC

DECREASED

Shares1,680 from 1,837

Change-157 (-9%)

Value$292.8K (-$40.4K)

Filed 2026-11-04

Cornerstone Wealth Management, LLC

UNCHANGED

Shares1,678 from 1,678

Change0 (0%)

Value$292.5K (-$12.0K)

Filed 2026-11-04

Trek Financial, LLC

INCREASED

Shares1,646 from 1,637

Change+9 (+1%)

Value$286.9K (-$10.1K)

Filed 2026-10-29

Creative Planning

NEW

Shares1,606

Change+1,606

Value$280.0K

Filed 2026-11-02

Farther Finance Advisors, LLC

DECREASED

Shares1,582 from 1,605

Change-23 (-1%)

Value$275.7K (-$15.5K)

Filed 2026-10-08

15 Wealth Advisors LLC

NEW

Shares1,572

Change+1,572

Value$274.0K

Filed 2026-10-14

Prosperity Financial Group, Inc.

UNCHANGED

Shares1,546 from 1,546

Change0 (0%)

Value$269.5K (-$11.1K)

Filed 2026-10-29

Berkeley, Inc

INCREASED

Shares1,536 from 1,535

Change+1 (+0%)

Value$267.7K (-$10.8K)

Filed 2026-10-20

Clark Asset Management, LLC

UNCHANGED

Shares1,497 from 1,497

Change0 (0%)

Value$260.9K (-$10.7K)

Filed 2026-10-19

AdvisorNet Financial, Inc

INCREASED

Shares1,400 from 1,380

Change+20 (+1%)

Value$252.5K (+$2.1K)

Filed 2026-10-15

ERn Financial, LLC

INCREASED

Shares1,382 from 1,342

Change+40 (+3%)

Value$241.0K (-$2.6K)

Filed 2026-10-28

Stonebridge Financial Group, LLC

INCREASED

Shares1,366 from 1,358

Change+8 (+1%)

Value$238.1K (-$8.4K)

Filed 2026-10-01

Investment Planning Advisors, Inc.

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$226.6K (-$9.3K)

Filed 2026-10-14

Balance Wealth Partners LLC

DECREASED

Shares1,263 from 1,400

Change-137 (-10%)

Value$220.2K (-$33.9K)

Filed 2026-10-27

Compass Financial Management LLC

UNCHANGED

Shares1,208 from 1,208

Change0 (0%)

Value$210.6K (-$8.6K)

Filed 2026-10-30

Signature Estate & Investment Advisors LLC

INCREASED

Shares1,183 from 1,176

Change+7 (+1%)

Value$206.2K (-$7.3K)

Filed 2026-10-13

Kingsbury Capital Investment Advisors LLC

NEW

Shares1,175

Change+1,175

Value$204.8K

Filed 2026-10-20

Hughes Financial Services, LLC

UNCHANGED

Shares1,155 from 1,155

Change0 (0%)

Value$217.0K (+$7.4K)

Filed 2026-10-30

Barrett & Company, Inc.

UNCHANGED

Shares1,054 from 1,054

Change0 (0%)

Value$183.7K (-$7.5K)

Filed 2026-10-22

Private Trust Co NA

DECREASED

Shares865 from 920

Change-55 (-6%)

Value$150.8K (-$16.2K)

Filed 2026-10-20

Rossby Financial, LCC

INCREASED

Shares469 from 1

Change+468 (+46800%)

Value$81.7K (+$81.5K)

Filed 2026-11-05

Lanark Financial, Inc.

UNCHANGED

Shares408 from 408

Change0 (0%)

Value$71.1K (-$2.9K)

Filed 2026-10-26

Central Trust Co

UNCHANGED

Shares378 from 378

Change0 (0%)

Value$65.9K (-$2.7K)

Filed 2026-11-05

Signaturefd, LLC

UNCHANGED

Shares323 from 323

Change0 (0%)

Value$56.3K (-$2.3K)

Filed 2026-10-23

Nfsg Corp

UNCHANGED

Shares306 from 306

Change0 (0%)

Value$53.3K (-$2.2K)

Filed 2026-10-15

Fifth Third Bancorp

INCREASED

Shares273 from 258

Change+15 (+6%)

Value$47.6K (+$769)

Filed 2026-11-05

Comprehensive Financial Planning, Inc.

INCREASED

Shares258 from 257

Change+1 (+0%)

Value$45.1K (-$1.6K)

Filed 2026-10-27

Advantage Trust Co

UNCHANGED

Shares219 from 219

Change0 (0%)

Value$38.2K (-$1.6K)

Filed 2026-10-19

Ulland Investment Advisors, LLC

UNCHANGED

Shares212 from 212

Change0 (0%)

Value$37 (-$1)

Filed 2026-10-13

IFP Advisors, Inc

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$28.1K (-$1.2K)

Filed 2026-10-16

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$27.9K (-$1.1K)

Filed 2026-10-29

Olistico Wealth, LLC

INCREASED

Shares155 from 47

Change+108 (+230%)

Value$27.0K (+$18.5K)

Filed 2026-10-05

Heritage Family Offices, LLP

NEW

Shares139

Change+139

Value$24.1K

Filed 2026-11-02

Assetmark, Inc

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$19.2K (-$787)

Filed 2026-10-21

Kingdom Financial Group Llc.

NEW

Shares78

Change+78

Value$13.7K

Filed 2026-11-04

Rosenberg Matthew Hamilton

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$11.2K (-$457)

Filed 2026-10-05

CoreCap Advisors, LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$7.1K (-$293)

Filed 2026-10-08

Networth Advisors, LLC

NEW

Shares31

Change+31

Value$5.4K

Filed 2026-11-03

Abound Wealth Management

NEW

Shares29

Change+29

Value$5.1K

Filed 2026-10-26

Capital Investment Advisory Services, LLC

DECREASED

Shares12 from 13

Change-1 (-8%)

Value$2.1K (-$267)

Filed 2026-10-30

Creative Capital Management Investments LLC

NEW

Shares7

Change+7

Value$1.2K

Filed 2026-10-28

Lloyd Advisory Services, Llc.

NEW

Shares3

Change+3

Value$526

Filed 2026-11-02

VestGen Advisors, LLC

CLOSED

Shares0 from 5,306

Change-5,306 (-100%)

Value$0 (-$962.8K)

Filed 2026-10-27

RFG - Bristol Wealth Advisors, LLC

CLOSED

Shares0 from 5,226

Change-5,226 (-100%)

Value$0 (-$948.3K)

Filed 2026-10-09

SFG Wealth Management, Llc.

CLOSED

Shares0 from 2,312

Change-2,312 (-100%)

Value$0 (-$419.5K)

Filed 2026-10-23

Commonwealth Financial Services, LLC

CLOSED

Shares0 from 2,311

Change-2,311 (-100%)

Value$0 (-$419.3K)

Filed 2026-10-20

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 2,146

Change-2,146 (-100%)

Value$0 (-$389.5K)

Filed 2026-10-21

Park Avenue Securities LLC

CLOSED

Shares0 from 1,974

Change-1,974 (-100%)

Value$0 (-$358.0K)

Filed 2026-10-26

Tsfg, LLC

CLOSED

Shares0 from 1,572

Change-1,572 (-100%)

Value$0 (-$285.0K)

Filed 2026-10-23

Independent Financial Group, LLC

CLOSED

Shares0 from 1,285

Change-1,285 (-100%)

Value$0 (-$233.2K)

Filed 2026-10-13

Spire Wealth Management

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$9.1K)

Filed 2026-10-30

LPL Financial LLC

N/A

Shares— from 182,070

Change-182,070 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 179,508

Change-179,508 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 169,550

Change-169,550 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 112,494

Change-112,494 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 84,945

Change-84,945 (-100%)

Value—

Baltimore-Washington Financial Advisors, Inc.

N/A

Shares— from 82,289

Change-82,289 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 74,055

Change-74,055 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 65,419

Change-65,419 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 60,523

Change-60,523 (-100%)

Value—

State Street Corp

N/A

Shares— from 47,392

Change-47,392 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 34,245

Change-34,245 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 27,147

Change-27,147 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 24,829

Change-24,829 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 21,199

Change-21,199 (-100%)

Value—

UBS Group AG

N/A

Shares— from 16,895

Change-16,895 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 16,407

Change-16,407 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 15,210

Change-15,210 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 12,828

Change-12,828 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 12,605

Change-12,605 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,150

Change-12,150 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 10,741

Change-10,741 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,994

Change-9,994 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 9,004

Change-9,004 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,531

Change-7,531 (-100%)

Value—

First American Trust, FSB

N/A

Shares— from 7,464

Change-7,464 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,995

Change-6,995 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 6,834

Change-6,834 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,826

Change-5,826 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 5,760

Change-5,760 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 5,583

Change-5,583 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 5,367

Change-5,367 (-100%)

Value—

Mission Creek Capital Partners, Inc.

N/A

Shares— from 5,277

Change-5,277 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,223

Change-5,223 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,844

Change-4,844 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 4,299

Change-4,299 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,158

Change-4,158 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,806

Change-3,806 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 3,746

Change-3,746 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,458

Change-3,458 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 3,333

Change-3,333 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 3,056

Change-3,056 (-100%)

Value—

Vista Cima Wealth Management LLC

N/A

Shares— from 2,984

Change-2,984 (-100%)

Value—

Avant Capital LLC

N/A

Shares— from 2,981

Change-2,981 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 2,959

Change-2,959 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 2,899

Change-2,899 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,746

Change-2,746 (-100%)

Value—

Cardiff Park Advisors, LLC

N/A

Shares— from 2,666

Change-2,666 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,621

Change-2,621 (-100%)

Value—

Legacy Trust

N/A

Shares— from 2,568

Change-2,568 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 2,423

Change-2,423 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 2,367

Change-2,367 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 2,315

Change-2,315 (-100%)

Value—

&partners

N/A

Shares— from 2,294

Change-2,294 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 2,146

Change-2,146 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 2,116

Change-2,116 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,873

Change-1,873 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 1,873

Change-1,873 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,846

Change-1,846 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 1,736

Change-1,736 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 1,734

Change-1,734 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,721

Change-1,721 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 1,682

Change-1,682 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 1,644

Change-1,644 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 1,594

Change-1,594 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,510

Change-1,510 (-100%)

Value—

Millington Financial Advisors, LLC

N/A

Shares— from 1,490

Change-1,490 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 1,412

Change-1,412 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 1,386

Change-1,386 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 1,325

Change-1,325 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 1,296

Change-1,296 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,212

Change-1,212 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 1,148

Change-1,148 (-100%)

Value—

Kirkwood Financial Services

N/A

Shares— from 1,144

Change-1,144 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,082

Change-1,082 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 685

Change-685 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 637

Change-637 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 626

Change-626 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 417

Change-417 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 305

Change-305 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 294

Change-294 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 196

Change-196 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 111

Change-111 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 108

Change-108 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 100

Change-100 (-100%)

Value—

Paladin Advisory Group, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 41

Change-41 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 20

Change-20 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Syntegra Private Wealth Group, LLC	INCREASED	781,591	771,561	+10,030	+1%	$140.0M	$136.2M	-$3.8M	2026-10-13
Gerber Kawasaki Wealth & Investment Management	INCREASED	369,406	344,896	+24,510	+7%	$62.6M	$64.4M	+$1.8M	2026-10-29
Dorval Corp	INCREASED	130,740	128,408	+2,332	+2%	$23.3M	$22.8M	-$511.6K	2026-10-29
Integrity Alliance, Llc.	INCREASED	71,346	67,220	+4,126	+6%	$12.2M	$12.4M	+$238.6K	2026-10-29
Founders Financial Securities LLC	INCREASED	61,275	61,238	+37	+0%	$11.1M	$10.7M	-$431.4K	2026-10-28
HF Advisory Group, LLC	INCREASED	39,683	37,892	+1,791	+5%	$6.9M	$6.9M	+$41.2K	2026-10-09
Schear Investment Advisers, LLC	NEW	39,564	—	+39,564	—	—	$6.9M	—	2026-10-14
Tempo Wealth, LLC	INCREASED	39,564	39,411	+153	+0%	$7.2M	$6.9M	-$255.1K	2026-10-14
Sage Mountain Advisors LLC	UNCHANGED	18,958	18,958	0	0%	$3.4M	$3.3M	-$135.6K	2026-11-02
Regatta Capital Group, LLC	INCREASED	18,074	14,808	+3,266	+22%	$2.7M	$3.2M	+$463.3K	2026-10-23
Journey Advisory Group, LLC	DECREASED	17,888	18,503	-615	-3%	$3.4M	$3.1M	-$239.5K	2026-11-04
Wealth Enhancement Advisory Services, LLC	INCREASED	13,097	12,934	+163	+1%	$2.4M	$2.3M	-$57.2K	2026-10-13
Daiwa Securities Group Inc.	INCREASED	12,920	12,500	+420	+3%	$2.3M	$2.3M	-$16.2K	2026-10-29
McNaughton Wealth Management, LLC	DECREASED	11,956	12,107	-151	-1%	$2.2M	$2.1M	-$112.9K	2026-10-09
Roffman Miller Associates Inc	DECREASED	11,038	11,682	-644	-6%	$2.1M	$1.9M	-$195.8K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	10,500	16,205	-5,705	-35%	$2.9M	$1.8M	-$1.1M	2026-11-02
Norden Group LLC	DECREASED	8,345	8,455	-110	-1%	$1.5M	$1.5M	-$79.6K	2026-10-20
Legacy Advisory Services, LLC	DECREASED	8,141	15,055	-6,914	-46%	$2.7M	$1.4M	-$1.3M	2026-10-20
Citigroup Inc	INCREASED	8,110	851	+7,259	+853%	$154.4K	$1.4M	+$1.3M	2026-11-04
JBR Co Financial Management Inc	DECREASED	7,166	7,434	-268	-4%	$1.3M	$1.3M	-$41.0K	2026-10-13
Financial Insights, Inc.	DECREASED	6,836	6,905	-69	-1%	$1.3M	$1.2M	-$61.4K	2026-10-27
Caliber Wealth Management, LLC / KS	DECREASED	6,821	6,898	-77	-1%	$1.3M	$1.2M	-$62.8K	2026-11-04
Independent Wealth Network Inc.	DECREASED	6,160	6,362	-202	-3%	$1.2M	$1.1M	-$80.6K	2026-10-19
Apollon Financial, LLC	DECREASED	5,725	5,875	-150	-3%	$1.1M	$998.0K	-$68.0K	2026-10-23
Milestone Investment Advisors LLC	DECREASED	5,551	6,701	-1,150	-17%	$1.2M	$967.6K	-$248.4K	2026-11-05
Portland Financial Advisors Inc	DECREASED	5,465	5,515	-50	-1%	$1.0M	$952.6K	-$48.1K	2026-10-26
Family Capital Management, Inc.	DECREASED	5,125	5,182	-57	-1%	$940.2K	$893.3K	-$46.9K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	5,010	6,594	-1,584	-24%	$1.2M	$873	-$1.2M	2026-11-02
Krilogy Financial LLC	DECREASED	4,763	4,942	-179	-4%	$896.7K	$853.5K	-$43.2K	2026-10-13
Integrity Advisory Solutions, LLC	INCREASED	4,512	4,001	+511	+13%	$726.0K	$786.5K	+$60.5K	2026-10-29
Flagship Private Wealth, LLC	DECREASED	4,443	6,173	-1,730	-28%	$1.1M	$774.5K	-$345.7K	2026-11-05
Strategic Blueprint, LLC	DECREASED	4,382	4,531	-149	-3%	$822.2K	$763.8K	-$58.4K	2026-10-22
Sheets Smith Wealth Management	UNCHANGED	4,274	4,274	0	0%	$775.6K	$745.0K	-$30.6K	2026-10-16
Cypress Wealth Services, LLC	UNCHANGED	4,000	4,000	0	0%	$725.8K	$708.2K	-$17.7K	2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	DECREASED	3,775	3,855	-80	-2%	$699.5K	$658.0K	-$41.5K	2026-10-27
Thrive Capital Management, LLC	INCREASED	3,741	3,720	+21	+1%	$675.1K	$652.2K	-$22.9K	2026-10-28
Perryman Financial Advisory Inc	DECREASED	3,626	3,708	-82	-2%	$672.9K	$632.0K	-$40.8K	2026-10-16
Riversedge Advisors, LLC	DECREASED	3,512	3,749	-237	-6%	$680.3K	$612.2K	-$68.1K	2026-10-09
J.W. Cole Advisors, Inc.	INCREASED	3,446	3,444	+2	+0%	$625.0K	$600.7K	-$24.3K	2026-11-05
Compound Planning, Inc.	DECREASED	3,323	3,348	-25	-1%	$607.5K	$579.2K	-$28.3K	2026-11-05
Raab & Moskowitz Asset Management LLC	DECREASED	3,167	3,289	-122	-4%	$596.8K	$552.0K	-$44.8K	2026-11-02
Brookstone Capital Management	DECREASED	3,030	3,208	-178	-6%	$582.1K	$528.2K	-$53.8K	2026-10-22
Wedbush Securities Inc	DECREASED	2,961	3,361	-400	-12%	$610.0K	$516	-$609.5K	2026-10-22
Hutchens & Kramer Investment Management Group, LLC	DECREASED	2,947	2,971	-24	-1%	$539.1K	$513.7K	-$25.4K	2026-10-16
Thrivent Financial for Lutherans	DECREASED	2,620	2,637	-17	-1%	$478.0K	$457	-$477.5K	2026-11-05
Creative Financial Designs Inc	DECREASED	2,411	2,612	-201	-8%	$474.0K	$420.2K	-$53.7K	2026-11-04
ARS Wealth Advisors Group, LLC	INCREASED	2,379	2,371	+8	+0%	$430.3K	$414.7K	-$15.6K	2026-10-16
Insight Advisors, LLC/ PA	DECREASED	2,303	2,461	-158	-6%	$446.6K	$401.4K	-$45.1K	2026-10-22
Mallini Complete Financial Planning LLC	INCREASED	2,292	2,291	+1	+0%	$415.9K	$399.6K	-$16.2K	2026-10-06
High Net Worth Advisory Group LLC	UNCHANGED	2,200	2,200	0	0%	$399.2K	$383.5K	-$15.7K	2026-10-26
Retireful, LLC	INCREASED	2,097	1,975	+122	+6%	$369.0K	$365.5K	-$3.5K	2026-10-09
Integrity Wealth Partners, LLC	NEW	2,049	—	+2,049	—	—	$357.2K	—	2026-10-14
ARQ Wealth Advisors, LLC	DECREASED	1,706	1,761	-55	-3%	$325.2K	$297.4K	-$27.9K	2026-10-29
Sherman Wealth Management LLC	INCREASED	1,689	1,683	+6	+0%	$305.4K	$294.5K	-$10.9K	2026-10-16
Uptick Partners, LLC	DECREASED	1,680	1,837	-157	-9%	$333.3K	$292.8K	-$40.4K	2026-11-04
Cornerstone Wealth Management, LLC	UNCHANGED	1,678	1,678	0	0%	$304.5K	$292.5K	-$12.0K	2026-11-04
Trek Financial, LLC	INCREASED	1,646	1,637	+9	+1%	$297.0K	$286.9K	-$10.1K	2026-10-29
Creative Planning	NEW	1,606	—	+1,606	—	—	$280.0K	—	2026-11-02
Farther Finance Advisors, LLC	DECREASED	1,582	1,605	-23	-1%	$291.3K	$275.7K	-$15.5K	2026-10-08
15 Wealth Advisors LLC	NEW	1,572	—	+1,572	—	—	$274.0K	—	2026-10-14
Prosperity Financial Group, Inc.	UNCHANGED	1,546	1,546	0	0%	$280.5K	$269.5K	-$11.1K	2026-10-29
Berkeley, Inc	INCREASED	1,536	1,535	+1	+0%	$278.5K	$267.7K	-$10.8K	2026-10-20
Clark Asset Management, LLC	UNCHANGED	1,497	1,497	0	0%	$271.6K	$260.9K	-$10.7K	2026-10-19
AdvisorNet Financial, Inc	INCREASED	1,400	1,380	+20	+1%	$250.4K	$252.5K	+$2.1K	2026-10-15
ERn Financial, LLC	INCREASED	1,382	1,342	+40	+3%	$243.6K	$241.0K	-$2.6K	2026-10-28
Stonebridge Financial Group, LLC	INCREASED	1,366	1,358	+8	+1%	$246.5K	$238.1K	-$8.4K	2026-10-01
Investment Planning Advisors, Inc.	UNCHANGED	1,300	1,300	0	0%	$235.9K	$226.6K	-$9.3K	2026-10-14
Balance Wealth Partners LLC	DECREASED	1,263	1,400	-137	-10%	$254.0K	$220.2K	-$33.9K	2026-10-27
Compass Financial Management LLC	UNCHANGED	1,208	1,208	0	0%	$219.2K	$210.6K	-$8.6K	2026-10-30
Signature Estate & Investment Advisors LLC	INCREASED	1,183	1,176	+7	+1%	$213.4K	$206.2K	-$7.3K	2026-10-13
Kingsbury Capital Investment Advisors LLC	NEW	1,175	—	+1,175	—	—	$204.8K	—	2026-10-20
Hughes Financial Services, LLC	UNCHANGED	1,155	1,155	0	0%	$209.6K	$217.0K	+$7.4K	2026-10-30
Barrett & Company, Inc.	UNCHANGED	1,054	1,054	0	0%	$191.3K	$183.7K	-$7.5K	2026-10-22
Private Trust Co NA	DECREASED	865	920	-55	-6%	$166.9K	$150.8K	-$16.2K	2026-10-20
Rossby Financial, LCC	INCREASED	469	1	+468	+46800%	$181	$81.7K	+$81.5K	2026-11-05
Lanark Financial, Inc.	UNCHANGED	408	408	0	0%	$74.0K	$71.1K	-$2.9K	2026-10-26
Central Trust Co	UNCHANGED	378	378	0	0%	$68.6K	$65.9K	-$2.7K	2026-11-05
Signaturefd, LLC	UNCHANGED	323	323	0	0%	$58.6K	$56.3K	-$2.3K	2026-10-23
Nfsg Corp	UNCHANGED	306	306	0	0%	$55.5K	$53.3K	-$2.2K	2026-10-15
Fifth Third Bancorp	INCREASED	273	258	+15	+6%	$46.8K	$47.6K	+$769	2026-11-05
Comprehensive Financial Planning, Inc.	INCREASED	258	257	+1	+0%	$46.7K	$45.1K	-$1.6K	2026-10-27
Advantage Trust Co	UNCHANGED	219	219	0	0%	$39.7K	$38.2K	-$1.6K	2026-10-19
Ulland Investment Advisors, LLC	UNCHANGED	212	212	0	0%	$38	$37	-$1	2026-10-13
IFP Advisors, Inc	UNCHANGED	161	161	0	0%	$29.2K	$28.1K	-$1.2K	2026-10-16
Blue Bell Private Wealth Management, LLC	UNCHANGED	160	160	0	0%	$29.0K	$27.9K	-$1.1K	2026-10-29
Olistico Wealth, LLC	INCREASED	155	47	+108	+230%	$8.5K	$27.0K	+$18.5K	2026-10-05
Heritage Family Offices, LLP	NEW	139	—	+139	—	—	$24.1K	—	2026-11-02
Assetmark, Inc	UNCHANGED	110	110	0	0%	$20.0K	$19.2K	-$787	2026-10-21
Kingdom Financial Group Llc.	NEW	78	—	+78	—	—	$13.7K	—	2026-11-04
Rosenberg Matthew Hamilton	UNCHANGED	64	64	0	0%	$11.6K	$11.2K	-$457	2026-10-05
CoreCap Advisors, LLC	UNCHANGED	41	41	0	0%	$7.4K	$7.1K	-$293	2026-10-08
Networth Advisors, LLC	NEW	31	—	+31	—	—	$5.4K	—	2026-11-03
Abound Wealth Management	NEW	29	—	+29	—	—	$5.1K	—	2026-10-26
Capital Investment Advisory Services, LLC	DECREASED	12	13	-1	-8%	$2.4K	$2.1K	-$267	2026-10-30
Creative Capital Management Investments LLC	NEW	7	—	+7	—	—	$1.2K	—	2026-10-28
Lloyd Advisory Services, Llc.	NEW	3	—	+3	—	—	$526	—	2026-11-02
VestGen Advisors, LLC	CLOSED	0	5,306	-5,306	-100%	$962.8K	$0	-$962.8K	2026-10-27
RFG - Bristol Wealth Advisors, LLC	CLOSED	0	5,226	-5,226	-100%	$948.3K	$0	-$948.3K	2026-10-09
SFG Wealth Management, Llc.	CLOSED	0	2,312	-2,312	-100%	$419.5K	$0	-$419.5K	2026-10-23
Commonwealth Financial Services, LLC	CLOSED	0	2,311	-2,311	-100%	$419.3K	$0	-$419.3K	2026-10-20
Axxcess Wealth Management, LLC	CLOSED	0	2,146	-2,146	-100%	$389.5K	$0	-$389.5K	2026-10-21
Park Avenue Securities LLC	CLOSED	0	1,974	-1,974	-100%	$358.0K	$0	-$358.0K	2026-10-26
Tsfg, LLC	CLOSED	0	1,572	-1,572	-100%	$285.0K	$0	-$285.0K	2026-10-23
Independent Financial Group, LLC	CLOSED	0	1,285	-1,285	-100%	$233.2K	$0	-$233.2K	2026-10-13
Spire Wealth Management	CLOSED	0	50	-50	-100%	$9.1K	$0	-$9.1K	2026-10-30
LPL Financial LLC	N/A	—	182,070	-182,070	-100%	$33.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	179,508	-179,508	-100%	$32.6M	—	—	—
Morgan Stanley	N/A	—	169,550	-169,550	-100%	$30.8M	—	—	—
AQR Capital Management LLC	N/A	—	112,494	-112,494	-100%	$20.4M	—	—	—
Bank of America Corp	N/A	—	84,945	-84,945	-100%	$15.4M	—	—	—
Baltimore-Washington Financial Advisors, Inc.	N/A	—	82,289	-82,289	-100%	$14.9M	—	—	—
Valmark Advisers, Inc.	N/A	—	74,055	-74,055	-100%	$13.4M	—	—	—
Ethos Financial Group, LLC	N/A	—	65,419	-65,419	-100%	$11.9M	—	—	—
Horizon Investments, LLC	N/A	—	60,523	-60,523	-100%	$11.0M	—	—	—
State Street Corp	N/A	—	47,392	-47,392	-100%	$8.6M	—	—	—
JPMorgan Chase & Co	N/A	—	34,245	-34,245	-100%	$6.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	27,147	-27,147	-100%	$4.9M	—	—	—
SEI Investments Co	N/A	—	24,829	-24,829	-100%	$4.5M	—	—	—
Raymond James Financial Inc	N/A	—	21,199	-21,199	-100%	$3.8M	—	—	—
UBS Group AG	N/A	—	16,895	-16,895	-100%	$3.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	16,407	-16,407	-100%	$3.0M	—	—	—
IEQ Capital, LLC	N/A	—	15,210	-15,210	-100%	$2.8M	—	—	—
Harbour Investments, Inc.	N/A	—	12,828	-12,828	-100%	$2.3M	—	—	—
Quantinno Capital Management LP	N/A	—	12,605	-12,605	-100%	$2.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	12,150	-12,150	-100%	$2.2M	—	—	—
Pallas Capital Advisors LLC	N/A	—	10,741	-10,741	-100%	$1.9M	—	—	—
Mariner, LLC	N/A	—	9,994	-9,994	-100%	$1.8M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	9,004	-9,004	-100%	$1.6M	—	—	—
Cetera Investment Advisers	N/A	—	7,531	-7,531	-100%	$1.4M	—	—	—
First American Trust, FSB	N/A	—	7,464	-7,464	-100%	$1.4M	—	—	—
Royal Bank of Canada	N/A	—	6,995	-6,995	-100%	$1.3M	—	—	—
Fortis Group Advisors, LLC	N/A	—	6,834	-6,834	-100%	$1.2M	—	—	—
Private Advisor Group, LLC	N/A	—	5,826	-5,826	-100%	$1.1M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	5,760	-5,760	-100%	$1.0M	—	—	—
IHT Wealth Management, LLC	N/A	—	5,583	-5,583	-100%	$1.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	5,367	-5,367	-100%	$979.4K	—	—	—
Mission Creek Capital Partners, Inc.	N/A	—	5,277	-5,277	-100%	$957.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,223	-5,223	-100%	$947.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,844	-4,844	-100%	$879.1K	—	—	—
Abound Financial, LLC	N/A	—	4,299	-4,299	-100%	$780.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,158	-4,158	-100%	$754.6K	—	—	—
MML Investors Services, LLC	N/A	—	3,806	-3,806	-100%	$690.6K	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	3,746	-3,746	-100%	$679.7K	—	—	—
FMR LLC	N/A	—	3,458	-3,458	-100%	$627.5K	—	—	—
Harvest Investment Services, LLC	N/A	—	3,333	-3,333	-100%	$604.8K	—	—	—
Mutual Advisors, LLC	N/A	—	3,056	-3,056	-100%	$554.5K	—	—	—
Vista Cima Wealth Management LLC	N/A	—	2,984	-2,984	-100%	$541.5K	—	—	—
Avant Capital LLC	N/A	—	2,981	-2,981	-100%	$541.0K	—	—	—
Inspire Advisors, LLC	N/A	—	2,959	-2,959	-100%	$537.0K	—	—	—
Composition Wealth, LLC	N/A	—	2,899	-2,899	-100%	$526.0K	—	—	—
Ameriprise Financial Inc	N/A	—	2,746	-2,746	-100%	$498.2K	—	—	—
Cardiff Park Advisors, LLC	N/A	—	2,666	-2,666	-100%	$483.8K	—	—	—
AE Wealth Management LLC	N/A	—	2,621	-2,621	-100%	$475.7K	—	—	—
Legacy Trust	N/A	—	2,568	-2,568	-100%	$466.0K	—	—	—
HighTower Advisors, LLC	N/A	—	2,423	-2,423	-100%	$439.7K	—	—	—
Citadel Advisors LLC	N/A	—	2,367	-2,367	-100%	$429.5K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	2,315	-2,315	-100%	$420.1K	—	—	—
&partners	N/A	—	2,294	-2,294	-100%	$416.3K	—	—	—
Darwin Wealth Management, LLC	N/A	—	2,146	-2,146	-100%	$389.5K	—	—	—
HighPoint Advisor Group LLC	N/A	—	2,116	-2,116	-100%	$384.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,873	-1,873	-100%	$339.9K	—	—	—
Second Line Capital, LLC	N/A	—	1,873	-1,873	-100%	$339.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	1,846	-1,846	-100%	$335.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	1,736	-1,736	-100%	$315.1K	—	—	—
Merit Financial Group, LLC	N/A	—	1,734	-1,734	-100%	$314.7K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,721	-1,721	-100%	$312.3K	—	—	—
Western Wealth Management, LLC	N/A	—	1,682	-1,682	-100%	$305.2K	—	—	—
Wealthgarden F.S. LLC	N/A	—	1,644	-1,644	-100%	$298.2K	—	—	—
NewEdge Wealth, LLC	N/A	—	1,594	-1,594	-100%	$289.2K	—	—	—
BFC Planning, Inc.	N/A	—	1,510	-1,510	-100%	$274.0K	—	—	—
Millington Financial Advisors, LLC	N/A	—	1,490	-1,490	-100%	$276.9K	—	—	—
Fisher Asset Management, LLC	N/A	—	1,412	-1,412	-100%	$256.2K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	1,400	-1,400	-100%	$254.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	1,386	-1,386	-100%	$252.0K	—	—	—
Brookwood Investment Group LLC	N/A	—	1,325	-1,325	-100%	$240.4K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	1,296	-1,296	-100%	$235.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,212	-1,212	-100%	$219.9K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	1,148	-1,148	-100%	$208.3K	—	—	—
Kirkwood Financial Services	N/A	—	1,144	-1,144	-100%	$207.6K	—	—	—
Arax Advisory Partners	N/A	—	1,082	-1,082	-100%	$196.4K	—	—	—
IMA Advisory Services, Inc.	N/A	—	685	-685	-100%	$124.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	637	-637	-100%	$115.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	626	-626	-100%	$113.6K	—	—	—
Bogart Wealth, LLC	N/A	—	417	-417	-100%	$75.6K	—	—	—
Zions Bancorporation, National Association	N/A	—	305	-305	-100%	$55.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	294	-294	-100%	$53.3K	—	—	—
BlackRock, Inc.	N/A	—	196	-196	-100%	$35.5K	—	—	—
Wells Fargo & Company	N/A	—	111	-111	-100%	$20.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	108	-108	-100%	$19.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	100	-100	-100%	$18.1K	—	—	—
Paladin Advisory Group, LLC	N/A	—	66	-66	-100%	$12.0K	—	—	—
Front Row Advisors LLC	N/A	—	60	-60	-100%	$11.3K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	50	-50	-100%	$9.1K	—	—	—
Vanguard Advisers Inc	N/A	—	41	-41	-100%	$7.5K	—	—	—
Tidemark, LLC	N/A	—	33	-33	-100%	$6.0K	—	—	—
Bank of Montreal	N/A	—	20	-20	-100%	$3.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	1	-1	-100%	$181	—	—	—
Fiduciary Financial Advisors	N/A	—	1	-1	-100%	$184	—	—	—

Showing 198 of 198 institutions