SS Spdr US SC LOW VOL IDX (SMLV)

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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Howard Capital Management, LLC

INCREASED

Shares125,231 from 121,811

Change+3,420 (+3%)

Value$18.8M (-$379.8K)

Filed 2026-10-16

Dorval Corp

INCREASED

Shares81,617 from 80,869

Change+748 (+1%)

Value$12.2M (-$480.6K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares73,047 from 77,089

Change-4,042 (-5%)

Value$11.0K (-$12.1M)

Filed 2026-11-02

Roan Capital Partners

INCREASED

Shares36,590 from 35,075

Change+1,515 (+4%)

Value$5.5M (-$29.9K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

INCREASED

Shares20,182 from 14,200

Change+5,982 (+42%)

Value$3.0M (+$793.4K)

Filed 2026-11-02

McNaughton Wealth Management, LLC

DECREASED

Shares18,363 from 18,455

Change-92 (0%)

Value$2.8M (-$149.1K)

Filed 2026-10-09

Johnson & White Wealth Management, LLC

DECREASED

Shares12,446 from 12,562

Change-116 (-1%)

Value$1.9M (-$109.5K)

Filed 2026-11-03

Insight Advisors, LLC/ PA

DECREASED

Shares8,225 from 8,325

Change-100 (-1%)

Value$1.2M (-$76.0K)

Filed 2026-10-22

HF Advisory Group, LLC

DECREASED

Shares7,541 from 7,591

Change-50 (-1%)

Value$1.1M (-$63.3K)

Filed 2026-10-09

Citigroup Inc

DECREASED

Shares7,396 from 7,527

Change-131 (-2%)

Value$1.1M (-$74.8K)

Filed 2026-11-04

Cowa, LLC

DECREASED

Shares7,021 from 7,910

Change-889 (-11%)

Value$1.1M (-$191.3K)

Filed 2026-10-30

Portland Financial Advisors Inc

DECREASED

Shares4,596 from 4,631

Change-35 (-1%)

Value$689.5K (-$39.2K)

Filed 2026-10-26

Convergence Financial, LLC

NEW

Shares4,075

Change+4,075

Value$611.4K

Filed 2026-10-27

Clearview Wealth Management LLC

DECREASED

Shares3,980 from 4,137

Change-157 (-4%)

Value$605.3K (-$45.7K)

Filed 2026-10-16

Summit Wealth Group LLC / Co

DECREASED

Shares3,927 from 3,939

Change-12 (0%)

Value$589.2K (-$30.7K)

Filed 2026-10-29

McAdam, LLC

INCREASED

Shares3,919 from 3,535

Change+384 (+11%)

Value$588.0K (+$31.7K)

Filed 2026-10-21

AdvisorNet Financial, Inc

INCREASED

Shares3,429 from 3,207

Change+222 (+7%)

Value$516.5K (+$11.9K)

Filed 2026-10-15

Strategic Blueprint, LLC

DECREASED

Shares2,955 from 3,110

Change-155 (-5%)

Value$443.3K (-$46.1K)

Filed 2026-10-22

Park Avenue Securities LLC

INCREASED

Shares2,880 from 2,570

Change+310 (+12%)

Value$432 (-$403.6K)

Filed 2026-10-26

Roffman Miller Associates Inc

INCREASED

Shares2,522 from 2,508

Change+14 (+1%)

Value$378.4K (-$16.3K)

Filed 2026-10-19

Kestra Advisory Services, LLC

INCREASED

Shares2,471 from 1,859

Change+612 (+33%)

Value$370.7K (+$78.1K)

Filed 2026-11-02

Compound Planning, Inc.

UNCHANGED

Shares2,150 from 2,150

Change0 (0%)

Value$322.5K (-$15.8K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

INCREASED

Shares2,091 from 1,601

Change+490 (+31%)

Value$313.7K (+$61.7K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares1,857 from 1,371

Change+486 (+35%)

Value$278.6K (+$62.9K)

Filed 2026-11-02

Fragasso Financial Advisors Inc

DECREASED

Shares1,703 from 1,956

Change-253 (-13%)

Value$257.9K (-$49.9K)

Filed 2026-10-13

Signature Estate & Investment Advisors LLC

DECREASED

Shares1,557 from 1,584

Change-27 (-2%)

Value$233.5K (-$15.8K)

Filed 2026-10-13

Worth Financial Advisory Group, LLC

DECREASED

Shares1,448 from 1,483

Change-35 (-2%)

Value$217.2K (-$16.1K)

Filed 2026-10-19

Grey Fox Wealth Advisors, LLC

DECREASED

Shares1,418 from 1,501

Change-83 (-6%)

Value$212.8K (-$23.5K)

Filed 2026-11-03

Koshinski Asset Management, Inc.

DECREASED

Shares1,373 from 1,376

Change-3 (0%)

Value$205.9K (-$10.6K)

Filed 2026-10-29

High Net Worth Advisory Group LLC

NEW

Shares1,336

Change+1,336

Value$200.4K

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares1,052 from 1,052

Change0 (0%)

Value$157.8K (-$7.7K)

Filed 2026-10-16

Sage Mountain Advisors LLC

UNCHANGED

Shares340 from 340

Change0 (0%)

Value$51.0K (-$2.5K)

Filed 2026-11-02

Assetmark, Inc

UNCHANGED

Shares239 from 239

Change0 (0%)

Value$35.9K (-$1.8K)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares233 from 233

Change0 (0%)

Value$35.0K (-$1.7K)

Filed 2026-11-05

Valley National Advisers Inc

UNCHANGED

Shares191 from 191

Change0 (0%)

Value$28.7K (-$1.4K)

Filed 2026-10-23

Winthrop Capital Management, LLC

UNCHANGED

Shares142 from 142

Change0 (0%)

Value$21.3K (+$21.3K)

Filed 2026-11-05

Capital Investment Advisory Services, LLC

UNCHANGED

Shares114 from 114

Change0 (0%)

Value$17.1K (-$835)

Filed 2026-10-30

Lanark Financial, Inc.

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$16.5K (-$805)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares107

Change+107

Value$16.1K

Filed 2026-10-21

Farther Finance Advisors, LLC

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$8.9K (-$432)

Filed 2026-10-08

Spire Wealth Management

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$5.6K (-$271)

Filed 2026-10-30

Sigma Planning Corp

CLOSED

Shares0 from 1,369

Change-1,369 (-100%)

Value$0 (-$215.5K)

Filed 2026-10-23

Optimist Retirement Group LLC

CLOSED

Shares0 from 1,324

Change-1,324 (-100%)

Value$0 (-$208.3K)

Filed 2026-10-30

International Assets Investment Management, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$31.7K)

Filed 2026-11-02

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 130

Change-130 (-100%)

Value$0 (-$20.4K)

Filed 2026-10-26

Osaic Holdings, Inc.

N/A

Shares— from 76,601

Change-76,601 (-100%)

Value—

McKinney Capital Management, LLC

N/A

Shares— from 63,794

Change-63,794 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 61,981

Change-61,981 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 58,197

Change-58,197 (-100%)

Value—

UBS Group AG

N/A

Shares— from 22,259

Change-22,259 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 20,186

Change-20,186 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,335

Change-19,335 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 12,083

Change-12,083 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 11,900

Change-11,900 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 11,813

Change-11,813 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 11,606

Change-11,606 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 11,532

Change-11,532 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 11,367

Change-11,367 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 10,817

Change-10,817 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 9,880

Change-9,880 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 9,620

Change-9,620 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,152

Change-9,152 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,657

Change-8,657 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,018

Change-8,018 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 7,943

Change-7,943 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,623

Change-7,623 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 6,236

Change-6,236 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 6,206

Change-6,206 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 5,762

Change-5,762 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 4,978

Change-4,978 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,065

Change-4,065 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 4,056

Change-4,056 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,757

Change-3,757 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 3,490

Change-3,490 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 3,414

Change-3,414 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 3,019

Change-3,019 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 2,784

Change-2,784 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 2,561

Change-2,561 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 2,335

Change-2,335 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,320

Change-2,320 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 2,015

Change-2,015 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 1,973

Change-1,973 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 1,902

Change-1,902 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 1,745

Change-1,745 (-100%)

Value—

Swisher Financial Concepts, Inc.

N/A

Shares— from 1,674

Change-1,674 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 1,556

Change-1,556 (-100%)

Value—

Libra Wealth LLC

N/A

Shares— from 1,463

Change-1,463 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 1,445

Change-1,445 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,437

Change-1,437 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 1,367

Change-1,367 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 1,273

Change-1,273 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 880

Change-880 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 344

Change-344 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 240

Change-240 (-100%)

Value—

FMR LLC

N/A

Shares— from 238

Change-238 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 162

Change-162 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 116

Change-116 (-100%)

Value—

10Elms LLP

N/A

Shares— from 91

Change-91 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 73

Change-73 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 71

Change-71 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Howard Capital Management, LLC	INCREASED	125,231	121,811	+3,420	+3%	$19.2M	$18.8M	-$379.8K	2026-10-16
Dorval Corp	INCREASED	81,617	80,869	+748	+1%	$12.7M	$12.2M	-$480.6K	2026-10-29
Cambridge Investment Research Advisors, Inc.	DECREASED	73,047	77,089	-4,042	-5%	$12.1M	$11.0K	-$12.1M	2026-11-02
Roan Capital Partners	INCREASED	36,590	35,075	+1,515	+4%	$5.5M	$5.5M	-$29.9K	2026-10-09
Commonwealth Equity Services, LLC	INCREASED	20,182	14,200	+5,982	+42%	$2.2M	$3.0M	+$793.4K	2026-11-02
McNaughton Wealth Management, LLC	DECREASED	18,363	18,455	-92	0%	$2.9M	$2.8M	-$149.1K	2026-10-09
Johnson & White Wealth Management, LLC	DECREASED	12,446	12,562	-116	-1%	$2.0M	$1.9M	-$109.5K	2026-11-03
Insight Advisors, LLC/ PA	DECREASED	8,225	8,325	-100	-1%	$1.3M	$1.2M	-$76.0K	2026-10-22
HF Advisory Group, LLC	DECREASED	7,541	7,591	-50	-1%	$1.2M	$1.1M	-$63.3K	2026-10-09
Citigroup Inc	DECREASED	7,396	7,527	-131	-2%	$1.2M	$1.1M	-$74.8K	2026-11-04
Cowa, LLC	DECREASED	7,021	7,910	-889	-11%	$1.2M	$1.1M	-$191.3K	2026-10-30
Portland Financial Advisors Inc	DECREASED	4,596	4,631	-35	-1%	$728.7K	$689.5K	-$39.2K	2026-10-26
Convergence Financial, LLC	NEW	4,075	—	+4,075	—	—	$611.4K	—	2026-10-27
Clearview Wealth Management LLC	DECREASED	3,980	4,137	-157	-4%	$651.0K	$605.3K	-$45.7K	2026-10-16
Summit Wealth Group LLC / Co	DECREASED	3,927	3,939	-12	0%	$619.9K	$589.2K	-$30.7K	2026-10-29
McAdam, LLC	INCREASED	3,919	3,535	+384	+11%	$556.3K	$588.0K	+$31.7K	2026-10-21
AdvisorNet Financial, Inc	INCREASED	3,429	3,207	+222	+7%	$504.6K	$516.5K	+$11.9K	2026-10-15
Strategic Blueprint, LLC	DECREASED	2,955	3,110	-155	-5%	$489.4K	$443.3K	-$46.1K	2026-10-22
Park Avenue Securities LLC	INCREASED	2,880	2,570	+310	+12%	$404.0K	$432	-$403.6K	2026-10-26
Roffman Miller Associates Inc	INCREASED	2,522	2,508	+14	+1%	$394.6K	$378.4K	-$16.3K	2026-10-19
Kestra Advisory Services, LLC	INCREASED	2,471	1,859	+612	+33%	$292.6K	$370.7K	+$78.1K	2026-11-02
Compound Planning, Inc.	UNCHANGED	2,150	2,150	0	0%	$338.3K	$322.5K	-$15.8K	2026-11-05
J.W. Cole Advisors, Inc.	INCREASED	2,091	1,601	+490	+31%	$252.0K	$313.7K	+$61.7K	2026-11-05
Creative Planning	INCREASED	1,857	1,371	+486	+35%	$215.7K	$278.6K	+$62.9K	2026-11-02
Fragasso Financial Advisors Inc	DECREASED	1,703	1,956	-253	-13%	$307.8K	$257.9K	-$49.9K	2026-10-13
Signature Estate & Investment Advisors LLC	DECREASED	1,557	1,584	-27	-2%	$249.3K	$233.5K	-$15.8K	2026-10-13
Worth Financial Advisory Group, LLC	DECREASED	1,448	1,483	-35	-2%	$233.4K	$217.2K	-$16.1K	2026-10-19
Grey Fox Wealth Advisors, LLC	DECREASED	1,418	1,501	-83	-6%	$236.2K	$212.8K	-$23.5K	2026-11-03
Koshinski Asset Management, Inc.	DECREASED	1,373	1,376	-3	0%	$216.6K	$205.9K	-$10.6K	2026-10-29
High Net Worth Advisory Group LLC	NEW	1,336	—	+1,336	—	—	$200.4K	—	2026-10-26
IFP Advisors, Inc	UNCHANGED	1,052	1,052	0	0%	$165.5K	$157.8K	-$7.7K	2026-10-16
Sage Mountain Advisors LLC	UNCHANGED	340	340	0	0%	$53.5K	$51.0K	-$2.5K	2026-11-02
Assetmark, Inc	UNCHANGED	239	239	0	0%	$37.6K	$35.9K	-$1.8K	2026-10-21
US Bancorp \de\	UNCHANGED	233	233	0	0%	$36.7K	$35.0K	-$1.7K	2026-11-05
Valley National Advisers Inc	UNCHANGED	191	191	0	0%	$30.1K	$28.7K	-$1.4K	2026-10-23
Winthrop Capital Management, LLC	UNCHANGED	142	142	0	0%	$22	$21.3K	+$21.3K	2026-11-05
Capital Investment Advisory Services, LLC	UNCHANGED	114	114	0	0%	$17.9K	$17.1K	-$835	2026-10-30
Lanark Financial, Inc.	UNCHANGED	110	110	0	0%	$17.3K	$16.5K	-$805	2026-10-26
Root Financial Partners, LLC	NEW	107	—	+107	—	—	$16.1K	—	2026-10-21
Farther Finance Advisors, LLC	UNCHANGED	59	59	0	0%	$9.3K	$8.9K	-$432	2026-10-08
Spire Wealth Management	UNCHANGED	37	37	0	0%	$5.8K	$5.6K	-$271	2026-10-30
Sigma Planning Corp	CLOSED	0	1,369	-1,369	-100%	$215.5K	$0	-$215.5K	2026-10-23
Optimist Retirement Group LLC	CLOSED	0	1,324	-1,324	-100%	$208.3K	$0	-$208.3K	2026-10-30
International Assets Investment Management, LLC	CLOSED	0	200	-200	-100%	$31.7K	$0	-$31.7K	2026-11-02
Vermillion Wealth Management, Inc.	CLOSED	0	130	-130	-100%	$20.4K	$0	-$20.4K	2026-10-26
Osaic Holdings, Inc.	N/A	—	76,601	-76,601	-100%	$12.1M	—	—	—
McKinney Capital Management, LLC	N/A	—	63,794	-63,794	-100%	$10.0M	—	—	—
LPL Financial LLC	N/A	—	61,981	-61,981	-100%	$9.8M	—	—	—
AQR Capital Management LLC	N/A	—	58,197	-58,197	-100%	$9.2M	—	—	—
UBS Group AG	N/A	—	22,259	-22,259	-100%	$3.5M	—	—	—
Cetera Investment Advisers	N/A	—	20,186	-20,186	-100%	$3.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	19,335	-19,335	-100%	$3.0M	—	—	—
Bank of America Corp	N/A	—	12,083	-12,083	-100%	$1.9M	—	—	—
Two Sigma Investments, LP	N/A	—	11,900	-11,900	-100%	$1.9M	—	—	—
Royal Bank of Canada	N/A	—	11,813	-11,813	-100%	$1.9M	—	—	—
IAG Wealth Partners, LLC	N/A	—	11,606	-11,606	-100%	$1.8M	—	—	—
Morgan Stanley	N/A	—	11,532	-11,532	-100%	$1.8M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	11,367	-11,367	-100%	$1.8M	—	—	—
IEQ Capital, LLC	N/A	—	10,817	-10,817	-100%	$1.7M	—	—	—
NorthRock Partners, LLC	N/A	—	9,880	-9,880	-100%	$1.6M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	9,620	-9,620	-100%	$1.5M	—	—	—
Citadel Advisors LLC	N/A	—	9,152	-9,152	-100%	$1.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	8,657	-8,657	-100%	$1.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	8,018	-8,018	-100%	$1.3M	—	—	—
Savant Capital, LLC	N/A	—	7,943	-7,943	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	7,623	-7,623	-100%	$1.2M	—	—	—
Ameriprise Financial Inc	N/A	—	6,236	-6,236	-100%	$981.3K	—	—	—
Navis Wealth Advisors, LLC	N/A	—	6,206	-6,206	-100%	$976.6K	—	—	—
Pacific SUN Financial Corp	N/A	—	5,762	-5,762	-100%	$906.7K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	4,978	-4,978	-100%	$783.2K	—	—	—
HighTower Advisors, LLC	N/A	—	4,065	-4,065	-100%	$639.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	4,056	-4,056	-100%	$638.3K	—	—	—
MML Investors Services, LLC	N/A	—	3,757	-3,757	-100%	$591.2K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	3,490	-3,490	-100%	$549.2K	—	—	—
Raymond James Financial Inc	N/A	—	3,414	-3,414	-100%	$537.3K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	3,019	-3,019	-100%	$475.1K	—	—	—
Waverly Advisors, LLC	N/A	—	2,784	-2,784	-100%	$438.1K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	2,561	-2,561	-100%	$403.0K	—	—	—
Continuum Advisory, LLC	N/A	—	2,335	-2,335	-100%	$367.4K	—	—	—
JPMorgan Chase & Co	N/A	—	2,320	-2,320	-100%	$364.6K	—	—	—
Western Wealth Management, LLC	N/A	—	2,015	-2,015	-100%	$317.1K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	1,973	-1,973	-100%	$310.5K	—	—	—
IHT Wealth Management, LLC	N/A	—	1,902	-1,902	-100%	$299.3K	—	—	—
Private Advisor Group, LLC	N/A	—	1,745	-1,745	-100%	$274.6K	—	—	—
Swisher Financial Concepts, Inc.	N/A	—	1,674	-1,674	-100%	$263.5K	—	—	—
Quantinno Capital Management LP	N/A	—	1,556	-1,556	-100%	$244.9K	—	—	—
Libra Wealth LLC	N/A	—	1,463	-1,463	-100%	$230.2K	—	—	—
Level Four Advisory Services, LLC	N/A	—	1,445	-1,445	-100%	$227.4K	—	—	—
Harbour Investments, Inc.	N/A	—	1,437	-1,437	-100%	$226.1K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	1,367	-1,367	-100%	$215.1K	—	—	—
Stifel Financial Corp	N/A	—	1,273	-1,273	-100%	$200.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	880	-880	-100%	$138.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	344	-344	-100%	$54.1K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	250	-250	-100%	$39.3K	—	—	—
Capital Analysts, LLC	N/A	—	240	-240	-100%	$38.0K	—	—	—
FMR LLC	N/A	—	238	-238	-100%	$37.5K	—	—	—
Tidemark, LLC	N/A	—	162	-162	-100%	$25.5K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	116	-116	-100%	$18.3K	—	—	—
10Elms LLP	N/A	—	91	-91	-100%	$14.3K	—	—	—
Bogart Wealth, LLC	N/A	—	74	-74	-100%	$11.6K	—	—	—
Vanguard Advisers Inc	N/A	—	73	-73	-100%	$11.4K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	71	-71	-100%	$11.1K	—	—	—
AE Wealth Management LLC	N/A	—	21	-21	-100%	$3.3K	—	—	—
BFC Planning, Inc.	N/A	—	1	-1	-100%	$157	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$124	—	—	—

Showing 105 of 105 institutions