SS US Sector Rotation (XLSR)

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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Park Avenue Securities LLC

DECREASED

Shares489,251 from 495,551

Change-6,300 (-1%)

Value$32.5K (-$32.1M)

Filed 2026-10-26

Landmark Wealth Management, Inc.

INCREASED

Shares306,191 from 301,775

Change+4,416 (+1%)

Value$20.3M (+$761.0K)

Filed 2026-11-04

Signal Advisors Wealth, LLC

INCREASED

Shares287,010 from 255,949

Change+31,061 (+12%)

Value$19.1M (+$2.5M)

Filed 2026-10-13

Hibernia Wealth Partners, LLC

DECREASED

Shares214,532 from 220,453

Change-5,921 (-3%)

Value$14.2M (-$51.5K)

Filed 2026-10-29

Aspire Private Capital, LLC

DECREASED

Shares202,884 from 206,850

Change-3,966 (-2%)

Value$13.5M (+$57.3K)

Filed 2026-11-05

Raleigh Capital Management Inc.

INCREASED

Shares158,909 from 149,438

Change+9,471 (+6%)

Value$10.6M (+$860.6K)

Filed 2026-10-28

Smart Wealth LLC

INCREASED

Shares121,645 from 109,367

Change+12,278 (+11%)

Value$8.1M (+$984.9K)

Filed 2026-11-04

Legacy Wealth Partners, LLC

INCREASED

Shares92,011 from 79,150

Change+12,861 (+16%)

Value$6.1M (+$976.8K)

Filed 2026-10-15

Thrivent Financial for Lutherans

NEW

Shares85,856

Change+85,856

Value$5.7K

Filed 2026-11-05

Global Financial Private Client, LLC

INCREASED

Shares75,477 from 72,815

Change+2,662 (+4%)

Value$5.0M (+$289.6K)

Filed 2026-10-15

Midwest Financial Network, LLC

DECREASED

Shares68,839 from 75,343

Change-6,504 (-9%)

Value$4.6M (-$315.2K)

Filed 2026-10-13

International Private Wealth Advisors LLC

DECREASED

Shares68,276 from 68,536

Change-260 (0%)

Value$4.5M (+$89.0K)

Filed 2026-11-05

Lockerman Financial Group, Inc.

INCREASED

Shares51,961 from 44,093

Change+7,868 (+18%)

Value$3.5M (+$590.8K)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares51,670 from 28,459

Change+23,211 (+82%)

Value$3.4K (-$1.8M)

Filed 2026-11-02

Ethic Inc.

INCREASED

Shares45,730 from 7,500

Change+38,230 (+510%)

Value$3.0M (+$2.6M)

Filed 2026-11-03

Outlook Wealth Advisors, LLC

INCREASED

Shares35,749 from 35,414

Change+335 (+1%)

Value$2.4M (+$80.4K)

Filed 2026-10-28

October Effect Ltd

INCREASED

Shares34,751 from 30,976

Change+3,775 (+12%)

Value$2.3M (+$298.7K)

Filed 2026-10-20

Worth Financial Advisory Group, LLC

DECREASED

Shares34,080 from 36,048

Change-1,968 (-5%)

Value$2.3M (-$74.8K)

Filed 2026-10-19

Aegis Wealth Management, Inc.

INCREASED

Shares31,903 from 27,414

Change+4,489 (+16%)

Value$2.1M (+$340.6K)

Filed 2026-10-26

Sharkey, Howes & Javer

DECREASED

Shares30,851 from 34,790

Change-3,939 (-11%)

Value$2.0M (-$207.7K)

Filed 2026-10-22

Axxcess Wealth Management, LLC

DECREASED

Shares30,013 from 59,957

Change-29,944 (-50%)

Value$2.0M (-$1.9M)

Filed 2026-10-21

WealthPoint Financial, LLC

DECREASED

Shares28,026 from 32,875

Change-4,849 (-15%)

Value$1.9M (-$271.1K)

Filed 2026-11-03

Integrity Wealth Partners, LLC

NEW

Shares26,783

Change+26,783

Value$1.8M

Filed 2026-10-14

Apella Capital, LLC

DECREASED

Shares24,565 from 26,040

Change-1,475 (-6%)

Value$1.7M (-$18.7K)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares22,631 from 21,816

Change+815 (+4%)

Value$1.5M (+$88.0K)

Filed 2026-11-02

DWM Financial Group, Inc.

NEW

Shares20,475

Change+20,475

Value$1.4M

Filed 2026-10-28

Spectrum Planning & Advisory Services Inc.

DECREASED

Shares20,129 from 20,263

Change-134 (-1%)

Value$1.3M (+$22.5K)

Filed 2026-11-05

Balboa Wealth Partners

DECREASED

Shares19,079 from 19,273

Change-194 (-1%)

Value$1.3M (+$17.0K)

Filed 2026-10-20

Absolute Capital Management, LLC

INCREASED

Shares18,091 from 18,002

Change+89 (+0%)

Value$1.2M (+$33.8K)

Filed 2026-10-16

Creative Financial Designs Inc

INCREASED

Shares17,962 from 11,137

Change+6,825 (+61%)

Value$1.2M (+$470.5K)

Filed 2026-11-04

Vise Technologies, Inc.

INCREASED

Shares16,546 from 14,801

Change+1,745 (+12%)

Value$1.1M (+$138.8K)

Filed 2026-10-29

VestGen Advisors, LLC

INCREASED

Shares15,936 from 11,741

Change+4,195 (+36%)

Value$1.1M (+$296.8K)

Filed 2026-10-27

BlueChip Wealth Advisors LLC

INCREASED

Shares14,853 from 3,158

Change+11,695 (+370%)

Value$986.4K (+$781.6K)

Filed 2026-11-03

Spinnaker Investment Group, LLC

INCREASED

Shares14,445 from 13,661

Change+784 (+6%)

Value$959.3K (+$73.3K)

Filed 2026-10-13

Kraft, Davis & Associates, LLC

DECREASED

Shares13,846 from 16,123

Change-2,277 (-14%)

Value$923.8K (-$114.8K)

Filed 2026-10-21

Zullo Investment Group, Inc.

DECREASED

Shares12,993 from 13,806

Change-813 (-6%)

Value$862.9K (-$32.6K)

Filed 2026-10-20

Signature Estate & Investment Advisors LLC

DECREASED

Shares12,934 from 14,361

Change-1,427 (-10%)

Value$858.9K (-$72.5K)

Filed 2026-10-13

Triumph Capital Management

INCREASED

Shares11,661 from 11,451

Change+210 (+2%)

Value$774.4K (+$31.7K)

Filed 2026-10-14

Bison Wealth, LLC

DECREASED

Shares11,555 from 11,676

Change-121 (-1%)

Value$781.6K (+$22.5K)

Filed 2026-10-13

Mosley Wealth Management

DECREASED

Shares11,154 from 14,088

Change-2,934 (-21%)

Value$749.8K (-$163.9K)

Filed 2026-10-16

PKS Advisory Services, LLC

UNCHANGED

Shares10,944 from 10,944

Change0 (0%)

Value$709.8K ($0)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

INCREASED

Shares10,002 from 6,790

Change+3,212 (+47%)

Value$664.2K (+$223.8K)

Filed 2026-10-16

One Wealth Capital Management, LLC

DECREASED

Shares9,563 from 10,186

Change-623 (-6%)

Value$635.1K (-$25.6K)

Filed 2026-10-23

Kelly Financial Services LLC

DECREASED

Shares9,445 from 9,807

Change-362 (-4%)

Value$627.3K (-$8.8K)

Filed 2026-10-20

Atria Investments, Inc

DECREASED

Shares7,963 from 7,969

Change-6 (0%)

Value$528.8K (+$12.0K)

Filed 2026-10-15

Capital Asset Advisory Services LLC

DECREASED

Shares7,730 from 9,598

Change-1,868 (-19%)

Value$511.8K (-$110.7K)

Filed 2026-10-30

FWG Investments, Llc.

DECREASED

Shares7,708 from 8,076

Change-368 (-5%)

Value$511.9K (-$11.9K)

Filed 2026-11-03

First Heartland Consultants, Inc.

INCREASED

Shares7,588 from 7,538

Change+50 (+1%)

Value$503.9K (+$15.0K)

Filed 2026-10-08

Evolution Wealth Management Inc.

DECREASED

Shares7,502 from 9,544

Change-2,042 (-21%)

Value$498.2K (-$120.8K)

Filed 2026-10-28

Virtue Capital Management, LLC

INCREASED

Shares6,812 from 3,696

Change+3,116 (+84%)

Value$452.4K (+$212.7K)

Filed 2026-10-29

J2 Capital Management Inc

INCREASED

Shares6,625 from 6,552

Change+73 (+1%)

Value$440.0K (+$15.0K)

Filed 2026-10-19

Silverlake Wealth Management LLC

INCREASED

Shares6,598 from 6,596

Change+2 (+0%)

Value$438.2K (+$10.3K)

Filed 2026-10-21

Creative Planning

DECREASED

Shares6,542 from 6,843

Change-301 (-4%)

Value$434.5K (-$9.3K)

Filed 2026-11-02

Gateway Investment Advisers LLC

UNCHANGED

Shares6,250 from 6,250

Change0 (0%)

Value$415.1K (+$9.7K)

Filed 2026-10-13

Compound Planning, Inc.

DECREASED

Shares5,343 from 6,084

Change-741 (-12%)

Value$354.8K (-$39.7K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares5,324 from 8,549

Change-3,225 (-38%)

Value$353.6K (-$200.9K)

Filed 2026-11-02

Castleview Partners, LLC

DECREASED

Shares5,071 from 5,280

Change-209 (-4%)

Value$336.8K (-$5.7K)

Filed 2026-10-09

Maia Wealth LLC

DECREASED

Shares5,067 from 5,157

Change-90 (-2%)

Value$336.5K (+$2.0K)

Filed 2026-10-19

Iams Wealth Management, LLC

DECREASED

Shares4,723 from 5,097

Change-374 (-7%)

Value$313.7K (-$16.9K)

Filed 2026-10-15

PFG Advisors

NEW

Shares4,252

Change+4,252

Value$282.4K

Filed 2026-10-16

Private Client Services, LLC

INCREASED

Shares4,019 from 4,016

Change+3 (+0%)

Value$266.9K (+$6.4K)

Filed 2026-10-02

Adamsbrown Wealth Consultants LLC

UNCHANGED

Shares3,864 from 3,864

Change0 (0%)

Value$256.6K (+$6.0K)

Filed 2026-10-20

Balefire, LLC

DECREASED

Shares3,795 from 4,708

Change-913 (-19%)

Value$252.0K (-$53.3K)

Filed 2026-10-09

Gamma Investing LLC

UNCHANGED

Shares3,589 from 3,589

Change0 (0%)

Value$238.3K (+$5.6K)

Filed 2026-10-08

Wilkins Miller Wealth Management, LLC

NEW

Shares3,506

Change+3,506

Value$232.8K

Filed 2026-10-13

Patriot Financial Group Insurance Agency, LLC

DECREASED

Shares3,375 from 3,567

Change-192 (-5%)

Value$224.1K (-$7.3K)

Filed 2026-10-14

Everest Financial Group LLC

UNCHANGED

Shares3,095 from 3,095

Change0 (0%)

Value$205.5K (+$4.8K)

Filed 2026-11-06

MeadowBrook Investment Advisors LLC

UNCHANGED

Shares2,509 from 2,509

Change0 (0%)

Value$166.1K (+$3.4K)

Filed 2026-10-29

Brown, Lisle Ings, Inc.

INCREASED

Shares2,323 from 2,239

Change+84 (+4%)

Value$154.3K (+$9.0K)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares2,217 from 1,996

Change+221 (+11%)

Value$147.2K (+$17.8K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares1,993 from 2,024

Change-31 (-2%)

Value$132.4K (+$1.1K)

Filed 2026-10-16

Private Trust Co NA

DECREASED

Shares1,892 from 1,943

Change-51 (-3%)

Value$125.6K (-$375)

Filed 2026-10-20

Quest 10 Wealth Builders, Inc.

INCREASED

Shares1,748 from 1,313

Change+435 (+33%)

Value$116.1K (+$30.9K)

Filed 2026-11-02

Key Capital Management, Inc

INCREASED

Shares1,748 from 1,746

Change+2 (+0%)

Value$116.1K (+$2.8K)

Filed 2026-11-03

Richardson Financial Services Inc.

DECREASED

Shares1,651 from 1,707

Change-56 (-3%)

Value$109.6K (-$1.1K)

Filed 2026-10-30

Covestor Ltd

INCREASED

Shares1,548 from 1,366

Change+182 (+13%)

Value$103 (-$88.9K)

Filed 2026-10-30

Stone House Investment Management, LLC

INCREASED

Shares1,008 from 1,000

Change+8 (+1%)

Value$66.9K (+$2.1K)

Filed 2026-10-23

Rossby Financial, LCC

INCREASED

Shares927 from 28

Change+899 (+3211%)

Value$61.6K (+$59.7K)

Filed 2026-11-05

Buck Wealth Strategies, LLC

INCREASED

Shares747 from 736

Change+11 (+1%)

Value$49.6K (+$1.9K)

Filed 2026-10-28

CoreCap Advisors, LLC

DECREASED

Shares638 from 775

Change-137 (-18%)

Value$42.4K (-$7.9K)

Filed 2026-10-08

Reap Financial Group, LLC

UNCHANGED

Shares468 from 468

Change0 (0%)

Value$31.1K (+$726)

Filed 2026-11-02

Ascentis Independent Advisors

NEW

Shares232

Change+232

Value$15.4K

Filed 2026-11-03

Lloyd Advisory Services, Llc.

DECREASED

Shares226 from 320

Change-94 (-29%)

Value$15.0K (-$5.7K)

Filed 2026-11-02

Kingdom Financial Group Llc.

DECREASED

Shares187 from 275

Change-88 (-32%)

Value$12.5K (-$5.4K)

Filed 2026-11-04

Networth Advisors, LLC

INCREASED

Shares89 from 81

Change+8 (+10%)

Value$5.9K (+$657)

Filed 2026-11-03

Truist Financial Corp

CLOSED

Shares0 from 5,788

Change-5,788 (-100%)

Value$0 (-$375.4K)

Filed 2026-10-30

AdvisorNet Financial, Inc

CLOSED

Shares0 from 199

Change-199 (-100%)

Value$0 (-$12.9K)

Filed 2026-10-15

LPL Financial LLC

N/A

Shares— from 4,470,235

Change-4,470,235 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,461,391

Change-2,461,391 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 2,435,953

Change-2,435,953 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 424,675

Change-424,675 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 307,758

Change-307,758 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 307,442

Change-307,442 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 205,136

Change-205,136 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 188,498

Change-188,498 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 175,384

Change-175,384 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 163,583

Change-163,583 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 153,981

Change-153,981 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 147,226

Change-147,226 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 110,956

Change-110,956 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 82,556

Change-82,556 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 79,868

Change-79,868 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 60,138

Change-60,138 (-100%)

Value—

Novus Advisors, LLC

N/A

Shares— from 56,666

Change-56,666 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 54,395

Change-54,395 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 50,469

Change-50,469 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 48,084

Change-48,084 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 38,325

Change-38,325 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 23,574

Change-23,574 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 21,720

Change-21,720 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 21,228

Change-21,228 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 18,957

Change-18,957 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 15,642

Change-15,642 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 15,087

Change-15,087 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 12,186

Change-12,186 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 11,693

Change-11,693 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,561

Change-11,561 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 11,405

Change-11,405 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 10,903

Change-10,903 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 10,611

Change-10,611 (-100%)

Value—

Richard W. Paul & Associates, LLC

N/A

Shares— from 10,083

Change-10,083 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 9,670

Change-9,670 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 8,334

Change-8,334 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 8,026

Change-8,026 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 7,305

Change-7,305 (-100%)

Value—

M1 Capital Management LLC

N/A

Shares— from 7,231

Change-7,231 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,481

Change-6,481 (-100%)

Value—

Nwam LLC

N/A

Shares— from 5,503

Change-5,503 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 4,570

Change-4,570 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 4,377

Change-4,377 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 4,001

Change-4,001 (-100%)

Value—

Pinnacle Family Advisors, LLC

N/A

Shares— from 3,820

Change-3,820 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 3,664

Change-3,664 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,654

Change-3,654 (-100%)

Value—

Betterment LLC

N/A

Shares— from 3,501

Change-3,501 (-100%)

Value—

Plotkin Financial Advisors, LLC

N/A

Shares— from 3,304

Change-3,304 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 3,155

Change-3,155 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,240

Change-2,240 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,559

Change-1,559 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 1,365

Change-1,365 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 625

Change-625 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 561

Change-561 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 258

Change-258 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 189

Change-189 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 98

Change-98 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 35

Change-35 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5

Change-5 (-100%)

Value—

FMR LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Park Avenue Securities LLC	DECREASED	489,251	495,551	-6,300	-1%	$32.1M	$32.5K	-$32.1M	2026-10-26
Landmark Wealth Management, Inc.	INCREASED	306,191	301,775	+4,416	+1%	$19.6M	$20.3M	+$761.0K	2026-11-04
Signal Advisors Wealth, LLC	INCREASED	287,010	255,949	+31,061	+12%	$16.6M	$19.1M	+$2.5M	2026-10-13
Hibernia Wealth Partners, LLC	DECREASED	214,532	220,453	-5,921	-3%	$14.3M	$14.2M	-$51.5K	2026-10-29
Aspire Private Capital, LLC	DECREASED	202,884	206,850	-3,966	-2%	$13.4M	$13.5M	+$57.3K	2026-11-05
Raleigh Capital Management Inc.	INCREASED	158,909	149,438	+9,471	+6%	$9.7M	$10.6M	+$860.6K	2026-10-28
Smart Wealth LLC	INCREASED	121,645	109,367	+12,278	+11%	$7.1M	$8.1M	+$984.9K	2026-11-04
Legacy Wealth Partners, LLC	INCREASED	92,011	79,150	+12,861	+16%	$5.1M	$6.1M	+$976.8K	2026-10-15
Thrivent Financial for Lutherans	NEW	85,856	—	+85,856	—	—	$5.7K	—	2026-11-05
Global Financial Private Client, LLC	INCREASED	75,477	72,815	+2,662	+4%	$4.7M	$5.0M	+$289.6K	2026-10-15
Midwest Financial Network, LLC	DECREASED	68,839	75,343	-6,504	-9%	$4.9M	$4.6M	-$315.2K	2026-10-13
International Private Wealth Advisors LLC	DECREASED	68,276	68,536	-260	0%	$4.4M	$4.5M	+$89.0K	2026-11-05
Lockerman Financial Group, Inc.	INCREASED	51,961	44,093	+7,868	+18%	$2.9M	$3.5M	+$590.8K	2026-10-19
Cambridge Investment Research Advisors, Inc.	INCREASED	51,670	28,459	+23,211	+82%	$1.8M	$3.4K	-$1.8M	2026-11-02
Ethic Inc.	INCREASED	45,730	7,500	+38,230	+510%	$486.5K	$3.0M	+$2.6M	2026-11-03
Outlook Wealth Advisors, LLC	INCREASED	35,749	35,414	+335	+1%	$2.3M	$2.4M	+$80.4K	2026-10-28
October Effect Ltd	INCREASED	34,751	30,976	+3,775	+12%	$2.0M	$2.3M	+$298.7K	2026-10-20
Worth Financial Advisory Group, LLC	DECREASED	34,080	36,048	-1,968	-5%	$2.3M	$2.3M	-$74.8K	2026-10-19
Aegis Wealth Management, Inc.	INCREASED	31,903	27,414	+4,489	+16%	$1.8M	$2.1M	+$340.6K	2026-10-26
Sharkey, Howes & Javer	DECREASED	30,851	34,790	-3,939	-11%	$2.3M	$2.0M	-$207.7K	2026-10-22
Axxcess Wealth Management, LLC	DECREASED	30,013	59,957	-29,944	-50%	$3.9M	$2.0M	-$1.9M	2026-10-21
WealthPoint Financial, LLC	DECREASED	28,026	32,875	-4,849	-15%	$2.1M	$1.9M	-$271.1K	2026-11-03
Integrity Wealth Partners, LLC	NEW	26,783	—	+26,783	—	—	$1.8M	—	2026-10-14
Apella Capital, LLC	DECREASED	24,565	26,040	-1,475	-6%	$1.7M	$1.7M	-$18.7K	2026-10-08
Kestra Advisory Services, LLC	INCREASED	22,631	21,816	+815	+4%	$1.4M	$1.5M	+$88.0K	2026-11-02
DWM Financial Group, Inc.	NEW	20,475	—	+20,475	—	—	$1.4M	—	2026-10-28
Spectrum Planning & Advisory Services Inc.	DECREASED	20,129	20,263	-134	-1%	$1.3M	$1.3M	+$22.5K	2026-11-05
Balboa Wealth Partners	DECREASED	19,079	19,273	-194	-1%	$1.3M	$1.3M	+$17.0K	2026-10-20
Absolute Capital Management, LLC	INCREASED	18,091	18,002	+89	+0%	$1.2M	$1.2M	+$33.8K	2026-10-16
Creative Financial Designs Inc	INCREASED	17,962	11,137	+6,825	+61%	$722.3K	$1.2M	+$470.5K	2026-11-04
Vise Technologies, Inc.	INCREASED	16,546	14,801	+1,745	+12%	$960.0K	$1.1M	+$138.8K	2026-10-29
VestGen Advisors, LLC	INCREASED	15,936	11,741	+4,195	+36%	$761.5K	$1.1M	+$296.8K	2026-10-27
BlueChip Wealth Advisors LLC	INCREASED	14,853	3,158	+11,695	+370%	$204.8K	$986.4K	+$781.6K	2026-11-03
Spinnaker Investment Group, LLC	INCREASED	14,445	13,661	+784	+6%	$886.1K	$959.3K	+$73.3K	2026-10-13
Kraft, Davis & Associates, LLC	DECREASED	13,846	16,123	-2,277	-14%	$1.0M	$923.8K	-$114.8K	2026-10-21
Zullo Investment Group, Inc.	DECREASED	12,993	13,806	-813	-6%	$895.5K	$862.9K	-$32.6K	2026-10-20
Signature Estate & Investment Advisors LLC	DECREASED	12,934	14,361	-1,427	-10%	$931.5K	$858.9K	-$72.5K	2026-10-13
Triumph Capital Management	INCREASED	11,661	11,451	+210	+2%	$742.7K	$774.4K	+$31.7K	2026-10-14
Bison Wealth, LLC	DECREASED	11,555	11,676	-121	-1%	$759.1K	$781.6K	+$22.5K	2026-10-13
Mosley Wealth Management	DECREASED	11,154	14,088	-2,934	-21%	$913.8K	$749.8K	-$163.9K	2026-10-16
PKS Advisory Services, LLC	UNCHANGED	10,944	10,944	0	0%	$709.8K	$709.8K	$0	2026-10-26
Concurrent Investment Advisors, LLC	INCREASED	10,002	6,790	+3,212	+47%	$440.4K	$664.2K	+$223.8K	2026-10-16
One Wealth Capital Management, LLC	DECREASED	9,563	10,186	-623	-6%	$660.7K	$635.1K	-$25.6K	2026-10-23
Kelly Financial Services LLC	DECREASED	9,445	9,807	-362	-4%	$636.1K	$627.3K	-$8.8K	2026-10-20
Atria Investments, Inc	DECREASED	7,963	7,969	-6	0%	$516.9K	$528.8K	+$12.0K	2026-10-15
Capital Asset Advisory Services LLC	DECREASED	7,730	9,598	-1,868	-19%	$622.5K	$511.8K	-$110.7K	2026-10-30
FWG Investments, Llc.	DECREASED	7,708	8,076	-368	-5%	$523.8K	$511.9K	-$11.9K	2026-11-03
First Heartland Consultants, Inc.	INCREASED	7,588	7,538	+50	+1%	$488.9K	$503.9K	+$15.0K	2026-10-08
Evolution Wealth Management Inc.	DECREASED	7,502	9,544	-2,042	-21%	$619.0K	$498.2K	-$120.8K	2026-10-28
Virtue Capital Management, LLC	INCREASED	6,812	3,696	+3,116	+84%	$239.7K	$452.4K	+$212.7K	2026-10-29
J2 Capital Management Inc	INCREASED	6,625	6,552	+73	+1%	$425.0K	$440.0K	+$15.0K	2026-10-19
Silverlake Wealth Management LLC	INCREASED	6,598	6,596	+2	+0%	$427.8K	$438.2K	+$10.3K	2026-10-21
Creative Planning	DECREASED	6,542	6,843	-301	-4%	$443.8K	$434.5K	-$9.3K	2026-11-02
Gateway Investment Advisers LLC	UNCHANGED	6,250	6,250	0	0%	$405.4K	$415.1K	+$9.7K	2026-10-13
Compound Planning, Inc.	DECREASED	5,343	6,084	-741	-12%	$394.6K	$354.8K	-$39.7K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	5,324	8,549	-3,225	-38%	$554.5K	$353.6K	-$200.9K	2026-11-02
Castleview Partners, LLC	DECREASED	5,071	5,280	-209	-4%	$342.5K	$336.8K	-$5.7K	2026-10-09
Maia Wealth LLC	DECREASED	5,067	5,157	-90	-2%	$334.5K	$336.5K	+$2.0K	2026-10-19
Iams Wealth Management, LLC	DECREASED	4,723	5,097	-374	-7%	$330.6K	$313.7K	-$16.9K	2026-10-15
PFG Advisors	NEW	4,252	—	+4,252	—	—	$282.4K	—	2026-10-16
Private Client Services, LLC	INCREASED	4,019	4,016	+3	+0%	$260.5K	$266.9K	+$6.4K	2026-10-02
Adamsbrown Wealth Consultants LLC	UNCHANGED	3,864	3,864	0	0%	$250.6K	$256.6K	+$6.0K	2026-10-20
Balefire, LLC	DECREASED	3,795	4,708	-913	-19%	$305.4K	$252.0K	-$53.3K	2026-10-09
Gamma Investing LLC	UNCHANGED	3,589	3,589	0	0%	$232.8K	$238.3K	+$5.6K	2026-10-08
Wilkins Miller Wealth Management, LLC	NEW	3,506	—	+3,506	—	—	$232.8K	—	2026-10-13
Patriot Financial Group Insurance Agency, LLC	DECREASED	3,375	3,567	-192	-5%	$231.4K	$224.1K	-$7.3K	2026-10-14
Everest Financial Group LLC	UNCHANGED	3,095	3,095	0	0%	$200.7K	$205.5K	+$4.8K	2026-11-06
MeadowBrook Investment Advisors LLC	UNCHANGED	2,509	2,509	0	0%	$162.7K	$166.1K	+$3.4K	2026-10-29
Brown, Lisle Ings, Inc.	INCREASED	2,323	2,239	+84	+4%	$145.2K	$154.3K	+$9.0K	2026-10-16
Farther Finance Advisors, LLC	INCREASED	2,217	1,996	+221	+11%	$129.5K	$147.2K	+$17.8K	2026-10-08
IFP Advisors, Inc	DECREASED	1,993	2,024	-31	-2%	$131.3K	$132.4K	+$1.1K	2026-10-16
Private Trust Co NA	DECREASED	1,892	1,943	-51	-3%	$126.0K	$125.6K	-$375	2026-10-20
Quest 10 Wealth Builders, Inc.	INCREASED	1,748	1,313	+435	+33%	$85.2K	$116.1K	+$30.9K	2026-11-02
Key Capital Management, Inc	INCREASED	1,748	1,746	+2	+0%	$113.2K	$116.1K	+$2.8K	2026-11-03
Richardson Financial Services Inc.	DECREASED	1,651	1,707	-56	-3%	$110.7K	$109.6K	-$1.1K	2026-10-30
Covestor Ltd	INCREASED	1,548	1,366	+182	+13%	$89.0K	$103	-$88.9K	2026-10-30
Stone House Investment Management, LLC	INCREASED	1,008	1,000	+8	+1%	$64.8K	$66.9K	+$2.1K	2026-10-23
Rossby Financial, LCC	INCREASED	927	28	+899	+3211%	$1.8K	$61.6K	+$59.7K	2026-11-05
Buck Wealth Strategies, LLC	INCREASED	747	736	+11	+1%	$47.7K	$49.6K	+$1.9K	2026-10-28
CoreCap Advisors, LLC	DECREASED	638	775	-137	-18%	$50.3K	$42.4K	-$7.9K	2026-10-08
Reap Financial Group, LLC	UNCHANGED	468	468	0	0%	$30.4K	$31.1K	+$726	2026-11-02
Ascentis Independent Advisors	NEW	232	—	+232	—	—	$15.4K	—	2026-11-03
Lloyd Advisory Services, Llc.	DECREASED	226	320	-94	-29%	$20.7K	$15.0K	-$5.7K	2026-11-02
Kingdom Financial Group Llc.	DECREASED	187	275	-88	-32%	$17.9K	$12.5K	-$5.4K	2026-11-04
Networth Advisors, LLC	INCREASED	89	81	+8	+10%	$5.3K	$5.9K	+$657	2026-11-03
Truist Financial Corp	CLOSED	0	5,788	-5,788	-100%	$375.4K	$0	-$375.4K	2026-10-30
AdvisorNet Financial, Inc	CLOSED	0	199	-199	-100%	$12.9K	$0	-$12.9K	2026-10-15
LPL Financial LLC	N/A	—	4,470,235	-4,470,235	-100%	$289.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	2,461,391	-2,461,391	-100%	$159.6M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	2,435,953	-2,435,953	-100%	$158.0M	—	—	—
Cerity Partners LLC	N/A	—	424,675	-424,675	-100%	$27.5M	—	—	—
Private Advisor Group, LLC	N/A	—	307,758	-307,758	-100%	$20.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	307,442	-307,442	-100%	$19.9M	—	—	—
Harbour Investments, Inc.	N/A	—	205,136	-205,136	-100%	$13.3M	—	—	—
Cetera Investment Advisers	N/A	—	188,498	-188,498	-100%	$12.2M	—	—	—
AE Wealth Management LLC	N/A	—	175,384	-175,384	-100%	$11.4M	—	—	—
Principal Securities, Inc.	N/A	—	163,583	-163,583	-100%	$10.6M	—	—	—
HighTower Advisors, LLC	N/A	—	153,981	-153,981	-100%	$10.0M	—	—	—
MML Investors Services, LLC	N/A	—	147,226	-147,226	-100%	$9.5M	—	—	—
Summit Financial, LLC	N/A	—	110,956	-110,956	-100%	$7.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	82,556	-82,556	-100%	$5.4M	—	—	—
CreativeOne Wealth, LLC	N/A	—	79,868	-79,868	-100%	$5.2M	—	—	—
Raymond James Financial Inc	N/A	—	60,138	-60,138	-100%	$3.9M	—	—	—
Novus Advisors, LLC	N/A	—	56,666	-56,666	-100%	$3.7M	—	—	—
GeoWealth Management, LLC	N/A	—	54,395	-54,395	-100%	$3.5M	—	—	—
Morgan Stanley	N/A	—	50,469	-50,469	-100%	$3.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	48,084	-48,084	-100%	$3.1M	—	—	—
Founders Financial Alliance, LLC	N/A	—	38,325	-38,325	-100%	$2.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	23,574	-23,574	-100%	$1.5M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	21,720	-21,720	-100%	$1.4M	—	—	—
World Investment Advisors	N/A	—	21,228	-21,228	-100%	$1.4M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	18,957	-18,957	-100%	$1.2M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	15,642	-15,642	-100%	$1.0M	—	—	—
Nuveen, LLC	N/A	—	15,087	-15,087	-100%	$978.5K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	12,186	-12,186	-100%	$790.4K	—	—	—
Stifel Financial Corp	N/A	—	11,693	-11,693	-100%	$758.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,561	-11,561	-100%	$749.8K	—	—	—
Argent Trust Co	N/A	—	11,405	-11,405	-100%	$739.7K	—	—	—
Royal Bank of Canada	N/A	—	10,903	-10,903	-100%	$707.0K	—	—	—
FSA Advisors, Inc.	N/A	—	10,611	-10,611	-100%	$688.2K	—	—	—
Richard W. Paul & Associates, LLC	N/A	—	10,083	-10,083	-100%	$654.0K	—	—	—
Independent Advisor Alliance	N/A	—	9,670	-9,670	-100%	$627.2K	—	—	—
Equitable Holdings, Inc.	N/A	—	8,334	-8,334	-100%	$540.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	8,026	-8,026	-100%	$514.1K	—	—	—
Dakota Wealth Management	N/A	—	7,305	-7,305	-100%	$473.8K	—	—	—
M1 Capital Management LLC	N/A	—	7,231	-7,231	-100%	$469.0K	—	—	—
Jane Street Group, LLC	N/A	—	6,481	-6,481	-100%	$420.4K	—	—	—
Nwam LLC	N/A	—	5,503	-5,503	-100%	$356.9K	—	—	—
BFC Planning, Inc.	N/A	—	4,570	-4,570	-100%	$296.4K	—	—	—
Bank of America Corp	N/A	—	4,377	-4,377	-100%	$283.9K	—	—	—
Western Wealth Management, LLC	N/A	—	4,001	-4,001	-100%	$259.5K	—	—	—
Pinnacle Family Advisors, LLC	N/A	—	3,820	-3,820	-100%	$247.8K	—	—	—
Merit Financial Group, LLC	N/A	—	3,664	-3,664	-100%	$237.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,654	-3,654	-100%	$237.0K	—	—	—
Betterment LLC	N/A	—	3,501	-3,501	-100%	$227.0K	—	—	—
Plotkin Financial Advisors, LLC	N/A	—	3,304	-3,304	-100%	$214.3K	—	—	—
Maripau Wealth Management LLC	N/A	—	3,155	-3,155	-100%	$204.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,240	-2,240	-100%	$141.1K	—	—	—
UBS Group AG	N/A	—	1,559	-1,559	-100%	$101.1K	—	—	—
TD Capital Management LLC	N/A	—	1,365	-1,365	-100%	$88.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	625	-625	-100%	$40.5K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	561	-561	-100%	$36.4K	—	—	—
Arax Advisory Partners	N/A	—	258	-258	-100%	$16.7K	—	—	—
Allworth Financial LP	N/A	—	189	-189	-100%	$12.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	98	-98	-100%	$6	—	—	—
Vanguard Advisers Inc	N/A	—	35	-35	-100%	$2.3K	—	—	—
JPMorgan Chase & Co	N/A	—	5	-5	-100%	$320	—	—	—
FMR LLC	N/A	—	2	-2	-100%	$130	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$51	—	—	—

Showing 149 of 149 institutions