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Avantis US Mid Cap VAL ETF (AVMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Evensky & Katz LLC
INCREASED
Shares761,325 from 753,800
Change+7,525 (+1%)
Value$58.1M (-$2.6M)
Filed 2026-10-27
Enzi Wealth
INCREASED
Shares734,458 from 715,903
Change+18,555 (+3%)
Value$57.6M (-$106.7K)
Filed 2026-10-14
Eclectic Associates Inc
INCREASED
Shares501,056 from 486,208
Change+14,848 (+3%)
Value$38.2M (-$910.6K)
Filed 2026-10-09
Glenview Trust Co
INCREASED
Shares493,746 from 49,076
Change+444,670 (+906%)
Value$37.7M (+$33.7M)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares471,184 from 453,485
Change+17,699 (+4%)
Value$36.0M (-$555.9K)
Filed 2026-10-15
Three Arch Wealth Management LLC
INCREASED
Shares411,699 from 401,168
Change+10,531 (+3%)
Value$31.4M (-$883.1K)
Filed 2026-10-20
Falcon Wealth Planning
INCREASED
Shares347,641 from 326,922
Change+20,719 (+6%)
Value$26.5M (+$206.8K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares246,346 from 225,531
Change+20,815 (+9%)
Value$18.8M (+$640.5K)
Filed 2026-11-06
Family Investment Center, Inc.
INCREASED
Shares220,276 from 172,975
Change+47,301 (+27%)
Value$16.8M (+$2.9M)
Filed 2026-10-19
Financial Management Network Inc
INCREASED
Shares213,260 from 188,845
Change+24,415 (+13%)
Value$16.5M (+$1.2M)
Filed 2026-10-09
Prosperity Planning, Inc.
INCREASED
Shares172,244 from 157,113
Change+15,131 (+10%)
Value$13.1M (+$494.3K)
Filed 2026-10-09
PNC Financial Services Group, Inc.
INCREASED
Shares141,302 from 112,158
Change+29,144 (+26%)
Value$10.8M (+$1.8M)
Filed 2026-11-06
WMG Financial Advisors, LLC
UNCHANGED
Shares136,540 from 136,540
Change0 (0%)
Value$11.0M ($0)
Filed 2026-10-28
Allegheny Financial Group
INCREASED
Shares118,675 from 80,919
Change+37,756 (+47%)
Value$9.1M (+$2.5M)
Filed 2026-11-05
Quadcap Wealth Management, LLC
INCREASED
Shares104,730 from 100,661
Change+4,069 (+4%)
Value$8.0M (-$112.7K)
Filed 2026-11-02
Team Financial Group, LLC
INCREASED
Shares102,392 from 96,363
Change+6,029 (+6%)
Value$7.8M (+$55.0K)
Filed 2026-10-30
B&D White Capital Company, LLC
DECREASED
Shares93,341 from 96,924
Change-3,583 (-4%)
Value$7.1M (-$681.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares73,933 from 63,245
Change+10,688 (+17%)
Value$5.6M (+$549.9K)
Filed 2026-10-08
Triangle Securities Wealth Management
INCREASED
Shares64,583 from 60,283
Change+4,300 (+7%)
Value$4.9M (+$74.7K)
Filed 2026-10-14
Premier Path Wealth Partners, LLC
INCREASED
Shares50,712 from 37,033
Change+13,679 (+37%)
Value$3.9M (+$888.4K)
Filed 2026-10-16
Haven Private, LLC
INCREASED
Shares33,225 from 26,120
Change+7,105 (+27%)
Value$2.5M (+$432.5K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares33,003 from 30,248
Change+2,755 (+9%)
Value$2.6M (+$170.9K)
Filed 2026-10-27
First National Bank Sioux Falls
DECREASED
Shares28,447 from 36,723
Change-8,276 (-23%)
Value$2.2M (-$644.6K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares17,888 from 17,288
Change+600 (+3%)
Value$1.4M (-$26.9K)
Filed 2026-10-15
Herold Advisors, Inc.
DECREASED
Shares16,486 from 17,046
Change-560 (-3%)
Value$1.3M (-$113.6K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares15,713 from 9,431
Change+6,282 (+67%)
Value$1.2M (+$471.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares15,713 from 9,431
Change+6,282 (+67%)
Value$1.2M (+$471.2K)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
DECREASED
Shares15,011 from 15,178
Change-167 (-1%)
Value$1.1M (-$76.6K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares14,154 from 12,896
Change+1,258 (+10%)
Value$1.1M (+$41.8K)
Filed 2026-11-02
Networth Advisors, LLC
INCREASED
Shares14,141 from 14,105
Change+36 (+0%)
Value$1.1M (-$56.6K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
INCREASED
Shares12,579 from 11,972
Change+607 (+5%)
Value$960.2K (-$4.0K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
NEW
Shares12,053
Change+12,053
Value$920.0K
Filed 2026-11-02
Plancorp, LLC
INCREASED
Shares9,728 from 6,730
Change+2,998 (+45%)
Value$779.9K (+$236.9K)
Filed 2026-11-03
Wedmont Private Capital
DECREASED
Shares9,216 from 9,630
Change-414 (-4%)
Value$718.3K (-$57.6K)
Filed 2026-10-09
Signature Resources Capital Management, LLC
INCREASED
Shares7,608 from 6,613
Change+995 (+15%)
Value$580.7K (+$48.1K)
Filed 2026-10-16
Guyasuta Investment Advisors Inc
UNCHANGED
Shares6,886 from 6,886
Change0 (0%)
Value$525.6K (-$29.0K)
Filed 2026-10-15
ProCore Advisors, LLC
INCREASED
Shares6,859 from 6,821
Change+38 (+1%)
Value$523.5K (-$25.8K)
Filed 2026-10-14
Savant Capital, LLC
UNCHANGED
Shares6,359 from 6,359
Change0 (0%)
Value$485.4K (-$26.7K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
INCREASED
Shares6,332 from 5,651
Change+681 (+12%)
Value$483.3K (+$28.2K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,031 from 3,968
Change+2,063 (+52%)
Value$460.0K (+$140.0K)
Filed 2026-11-02
World Equity Group, Inc.
DECREASED
Shares5,836 from 17,278
Change-11,442 (-66%)
Value$445.4K (-$946.8K)
Filed 2026-10-14
LexAurum Advisors, LLC
DECREASED
Shares4,938 from 4,991
Change-53 (-1%)
Value$376.9K (-$25.0K)
Filed 2026-10-19
Bedel Financial Consulting, Inc.
INCREASED
Shares4,343 from 3,512
Change+831 (+24%)
Value$331.5K (+$48.7K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,148 from 2,904
Change+1,244 (+43%)
Value$323.3K (+$89.4K)
Filed 2026-10-13
Stegent Equity Advisors, Inc.
DECREASED
Shares4,100 from 4,220
Change-120 (-3%)
Value$312.9K (-$26.9K)
Filed 2026-10-13
Paragon Advisors, LLC
UNCHANGED
Shares3,716 from 3,716
Change0 (0%)
Value$283.6K (-$15.6K)
Filed 2026-11-03
PFG Advisors
UNCHANGED
Shares3,392 from 3,392
Change0 (0%)
Value$258.9K (-$14.3K)
Filed 2026-10-16
Creative Planning
NEW
Shares2,908
Change+2,908
Value$222.0K
Filed 2026-11-02
Davenport & Co LLC
NEW
Shares2,756
Change+2,756
Value$210.4K
Filed 2026-10-14
LongView Wealth Management
NEW
Shares2,672
Change+2,672
Value$203.9K
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares845 from 642
Change+203 (+32%)
Value$64.5K (+$12.8K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$57.2K (-$3.2K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares613 from 619
Change-6 (-1%)
Value$46.8K (-$3.1K)
Filed 2026-10-16
Kelleher Financial Advisors
INCREASED
Shares418 from 417
Change+1 (+0%)
Value$31.9K (-$1.7K)
Filed 2026-10-30
CX Institutional
INCREASED
Shares409 from 408
Change+1 (+0%)
Value$31 (-$33.0K)
Filed 2026-10-02
Capital Investment Advisory Services, LLC
INCREASED
Shares316 from 296
Change+20 (+7%)
Value$24.3K (+$437)
Filed 2026-10-30
Fifth Third Bancorp
NEW
Shares173
Change+173
Value$13.2K
Filed 2026-11-05
US Bancorp \de\
NEW
Shares168
Change+168
Value$12.8K
Filed 2026-11-05
1620 Investment Advisors, Inc.
INCREASED
Shares163 from 160
Change+3 (+2%)
Value$12.4K (-$444)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares132
Change+132
Value$10.1K
Filed 2026-10-27
Acumen Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.6K (-$421)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares84
Change+84
Value$6.4K
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.0K ($0)
Filed 2026-11-06
Barnes Dennig Private Wealth Management LLC
NEW
Shares40
Change+40
Value$3.1K
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.3K (-$126)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$772 (-$41)
Filed 2026-10-14
Decker Retirement Planning Inc.
NEW
Shares8
Change+8
Value$611
Filed 2026-10-19
Henderson Brothers Financial Partners, LLC
CLOSED
Shares0 from 45,038
Change-45,038 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-03
American Century Companies Inc
N/A
Shares— from 545,799
Change-545,799 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 295,809
Change-295,809 (-100%)
Value—
Commerce Bank
N/A
Shares— from 201,998
Change-201,998 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 137,447
Change-137,447 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 119,943
Change-119,943 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 103,572
Change-103,572 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 83,666
Change-83,666 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 41,151
Change-41,151 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 36,435
Change-36,435 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 22,400
Change-22,400 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 21,185
Change-21,185 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,255
Change-18,255 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 17,725
Change-17,725 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,356
Change-11,356 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,677
Change-10,677 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,243
Change-9,243 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,102
Change-9,102 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,746
Change-7,746 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 6,921
Change-6,921 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,013
Change-6,013 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 147
Change-147 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Evensky & Katz LLC
INCREASED761,325753,800+7,525+1%$60.7M$58.1M-$2.6M2026-10-27
Enzi Wealth
INCREASED734,458715,903+18,555+3%$57.7M$57.6M-$106.7K2026-10-14
Eclectic Associates Inc
INCREASED501,056486,208+14,848+3%$39.2M$38.2M-$910.6K2026-10-09
Glenview Trust Co
INCREASED493,74649,076+444,670+906%$4.0M$37.7M+$33.7M2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED471,184453,485+17,699+4%$36.5M$36.0M-$555.9K2026-10-15
Three Arch Wealth Management LLC
INCREASED411,699401,168+10,531+3%$32.3M$31.4M-$883.1K2026-10-20
Falcon Wealth Planning
INCREASED347,641326,922+20,719+6%$26.3M$26.5M+$206.8K2026-11-06
LPL Financial LLC
INCREASED246,346225,531+20,815+9%$18.2M$18.8M+$640.5K2026-11-06
Family Investment Center, Inc.
INCREASED220,276172,975+47,301+27%$13.9M$16.8M+$2.9M2026-10-19
Financial Management Network Inc
INCREASED213,260188,845+24,415+13%$15.3M$16.5M+$1.2M2026-10-09
Prosperity Planning, Inc.
INCREASED172,244157,113+15,131+10%$12.7M$13.1M+$494.3K2026-10-09
PNC Financial Services Group, Inc.
INCREASED141,302112,158+29,144+26%$9.0M$10.8M+$1.8M2026-11-06
WMG Financial Advisors, LLC
UNCHANGED136,540136,54000%$11.0M$11.0M$02026-10-28
Allegheny Financial Group
INCREASED118,67580,919+37,756+47%$6.5M$9.1M+$2.5M2026-11-05
Quadcap Wealth Management, LLC
INCREASED104,730100,661+4,069+4%$8.1M$8.0M-$112.7K2026-11-02
Team Financial Group, LLC
INCREASED102,39296,363+6,029+6%$7.8M$7.8M+$55.0K2026-10-30
B&D White Capital Company, LLC
DECREASED93,34196,924-3,583-4%$7.8M$7.1M-$681.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED73,93363,245+10,688+17%$5.1M$5.6M+$549.9K2026-10-08
Triangle Securities Wealth Management
INCREASED64,58360,283+4,300+7%$4.9M$4.9M+$74.7K2026-10-14
Premier Path Wealth Partners, LLC
INCREASED50,71237,033+13,679+37%$3.0M$3.9M+$888.4K2026-10-16
Haven Private, LLC
INCREASED33,22526,120+7,105+27%$2.1M$2.5M+$432.5K2026-10-27
Chicago Partners Investment Group LLC
INCREASED33,00330,248+2,755+9%$2.4M$2.6M+$170.9K2026-10-27
First National Bank Sioux Falls
DECREASED28,44736,723-8,276-23%$2.8M$2.2M-$644.6K2026-10-13
Atria Investments, Inc
INCREASED17,88817,288+600+3%$1.4M$1.4M-$26.9K2026-10-15
Herold Advisors, Inc.
DECREASED16,48617,046-560-3%$1.4M$1.3M-$113.6K2026-10-19
Diversify Wealth Management, LLC
INCREASED15,7139,431+6,282+67%$767.3K$1.2M+$471.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED15,7139,431+6,282+67%$767.3K$1.2M+$471.2K2026-10-20
Nvest Wealth Strategies, Inc.
DECREASED15,01115,178-167-1%$1.2M$1.1M-$76.6K2026-10-14
Kestra Advisory Services, LLC
INCREASED14,15412,896+1,258+10%$1.0M$1.1M+$41.8K2026-11-02
Networth Advisors, LLC
INCREASED14,14114,105+36+0%$1.1M$1.1M-$56.6K2026-11-03
Legacy Capital Wealth Partners, LLC
INCREASED12,57911,972+607+5%$964.2K$960.2K-$4.0K2026-10-21
Walkner Condon Financial Advisors LLC
NEW12,053—+12,053——$920.0K—2026-11-02
Plancorp, LLC
INCREASED9,7286,730+2,998+45%$543.0K$779.9K+$236.9K2026-11-03
Wedmont Private Capital
DECREASED9,2169,630-414-4%$775.9K$718.3K-$57.6K2026-10-09
Signature Resources Capital Management, LLC
INCREASED7,6086,613+995+15%$532.6K$580.7K+$48.1K2026-10-16
Guyasuta Investment Advisors Inc
UNCHANGED6,8866,88600%$554.6K$525.6K-$29.0K2026-10-15
ProCore Advisors, LLC
INCREASED6,8596,821+38+1%$549.3K$523.5K-$25.8K2026-10-14
Savant Capital, LLC
UNCHANGED6,3596,35900%$512.1K$485.4K-$26.7K2026-11-06
Harbor Investment Advisory, LLC
INCREASED6,3325,651+681+12%$455.1K$483.3K+$28.2K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED6,0313,968+2,063+52%$320.0K$460.0K+$140.0K2026-11-02
World Equity Group, Inc.
DECREASED5,83617,278-11,442-66%$1.4M$445.4K-$946.8K2026-10-14
LexAurum Advisors, LLC
DECREASED4,9384,991-53-1%$402.0K$376.9K-$25.0K2026-10-19
Bedel Financial Consulting, Inc.
INCREASED4,3433,512+831+24%$282.8K$331.5K+$48.7K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED4,1482,904+1,244+43%$234.0K$323.3K+$89.4K2026-10-13
Stegent Equity Advisors, Inc.
DECREASED4,1004,220-120-3%$339.9K$312.9K-$26.9K2026-10-13
Paragon Advisors, LLC
UNCHANGED3,7163,71600%$299.3K$283.6K-$15.6K2026-11-03
PFG Advisors
UNCHANGED3,3923,39200%$273.2K$258.9K-$14.3K2026-10-16
Creative Planning
NEW2,908—+2,908——$222.0K—2026-11-02
Davenport & Co LLC
NEW2,756—+2,756——$210.4K—2026-10-14
LongView Wealth Management
NEW2,672—+2,672——$203.9K—2026-10-19
Rossby Financial, LCC
INCREASED845642+203+32%$51.7K$64.5K+$12.8K2026-11-05
Private Trust Co NA
UNCHANGED75075000%$60.4K$57.2K-$3.2K2026-10-20
IFP Advisors, Inc
DECREASED613619-6-1%$49.9K$46.8K-$3.1K2026-10-16
Kelleher Financial Advisors
INCREASED418417+1+0%$33.6K$31.9K-$1.7K2026-10-30
CX Institutional
INCREASED409408+1+0%$33.0K$31-$33.0K2026-10-02
Capital Investment Advisory Services, LLC
INCREASED316296+20+7%$23.8K$24.3K+$4372026-10-30
Fifth Third Bancorp
NEW173—+173——$13.2K—2026-11-05
US Bancorp \de\
NEW168—+168——$12.8K—2026-11-05
1620 Investment Advisors, Inc.
INCREASED163160+3+2%$12.9K$12.4K-$4442026-11-04
Balance Wealth Partners LLC
NEW132—+132——$10.1K—2026-10-27
Acumen Wealth Advisors, LLC
UNCHANGED10010000%$8.1K$7.6K-$4212026-11-05
Root Financial Partners, LLC
NEW84—+84——$6.4K—2026-10-21
Allworth Financial LP
UNCHANGED505000%$4.0K$4.0K$02026-11-06
Barnes Dennig Private Wealth Management LLC
NEW40—+40——$3.1K—2026-10-30
Creative Financial Designs Inc
UNCHANGED303000%$2.4K$2.3K-$1262026-11-04
Lodestone Wealth Management LLC
UNCHANGED101000%$813$772-$412026-10-14
Decker Retirement Planning Inc.
NEW8—+8——$611—2026-10-19
Henderson Brothers Financial Partners, LLC
CLOSED045,038-45,038-100%$3.6M$0-$3.6M2026-11-03
American Century Companies Inc
N/A—545,799-545,799-100%$44.0M———
Northwestern Mutual Wealth Management Co
N/A—295,809-295,809-100%$23.8M———
Commerce Bank
N/A—201,998-201,998-100%$16.3M———
Morgan Stanley
N/A—137,447-137,447-100%$11.1M———
IHT Wealth Management, LLC
N/A—119,943-119,943-100%$9.7M———
Rialto Wealth Management, LLC
N/A—103,572-103,572-100%$8.3M———
Maridea Wealth Management LLC
N/A—83,666-83,666-100%$6.7M———
Envestnet Asset Management Inc
N/A—41,151-41,151-100%$3.3M———
Peapack Gladstone Financial Corp
N/A—36,435-36,435-100%$2.9M———
Two Sigma Investments, LP
N/A—22,400-22,400-100%$1.8M———
Mosaic Family Wealth Partners, LLC
N/A—21,185-21,185-100%$1.7M———
Osaic Holdings, Inc.
N/A—18,255-18,255-100%$1.5M———
O'shaughnessy Asset Management, LLC
N/A—17,725-17,725-100%$1.4M———
Capital Analysts, LLC
N/A—11,356-11,356-100%$915.0K———
Global Retirement Partners, LLC
N/A—10,677-10,677-100%$859.8K———
Seeds Investor LLC
N/A—9,980-9,980-100%$803.7K———
Goldman Sachs Group Inc
N/A—9,243-9,243-100%$744.4K———
Beacon Pointe Advisors, LLC
N/A—9,102-9,102-100%$733.0K———
Waverly Advisors, LLC
N/A—7,746-7,746-100%$623.8K———
Paces Ferry Wealth Advisors, LLC
N/A—6,921-6,921-100%$557.4K———
Equitable Holdings, Inc.
N/A—6,408-6,408-100%$516.0K———
MAI Capital Management
N/A—6,013-6,013-100%$484.3K———
Gladstone Institutional Advisory LLC
N/A—5,185-5,185-100%$417.6K———
Nwam LLC
N/A—4,516-4,516-100%$363.7K———
Private Advisor Group, LLC
N/A—3,813-3,813-100%$307.1K———
J. M. Brown & Associates Inc.
N/A—3,723-3,723-100%$299.8K———
MML Investors Services, LLC
N/A—2,820-2,820-100%$227.1K———
FAS Wealth Partners, Inc.
N/A—803-803-100%$64.7K———
Rockefeller Capital Management L.P.
N/A—637-637-100%$51.3K———
Medallion Wealth Advisors, LLC
N/A—529-529-100%$42.6K———
Royal Bank of Canada
N/A—147-147-100%$12.0K———
Geneos Wealth Management Inc.
N/A—10-10-100%$805———
Showing 100 of 100 institutions