Cardiff Oncology Inc (CRDF)

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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Laurion Capital Management LP

UNCHANGED

Shares3,098,299 from 3,098,299

Change0 (0%)

Value$3.7M (-$278.8K)

Filed 2026-10-30

Geode Capital Management, LLC

INCREASED

Shares839,868 from 820,062

Change+19,806 (+2%)

Value$1.0M (-$49.9K)

Filed 2026-11-06

GoalVest Advisory LLC

NEW

Shares687,285

Change+687,285

Value$831.6K

Filed 2026-10-02

Bank of New York Mellon Corp

UNCHANGED

Shares161,689 from 161,689

Change0 (0%)

Value$195.6K (-$14.6K)

Filed 2026-11-05

AlphaCore Capital LLC

DECREASED

Shares108,426 from 108,493

Change-67 (0%)

Value$131.2K (-$9.8K)

Filed 2026-11-04

Assenagon Asset Management S.A.

UNCHANGED

Shares67,231 from 67,231

Change0 (0%)

Value$81.4K (-$6.1K)

Filed 2026-10-15

Creative Planning

DECREASED

Shares47,287 from 48,097

Change-810 (-2%)

Value$57.2K (-$5.3K)

Filed 2026-11-02

Glenview Trust Co

UNCHANGED

Shares43,128 from 43,128

Change0 (0%)

Value$52.2K (-$3.9K)

Filed 2026-10-28

Tamar Securities, LLC

UNCHANGED

Shares23,795 from 23,795

Change0 (0%)

Value$28.8K (-$2.1K)

Filed 2026-11-03

Dimensional Fund Advisors LP

DECREASED

Shares23,369 from 36,650

Change-13,281 (-36%)

Value$28.3K (-$19.4K)

Filed 2026-11-04

Integrity Alliance, Llc.

INCREASED

Shares22,860 from 12,860

Change+10,000 (+78%)

Value$27.7K (+$10.9K)

Filed 2026-10-29

Post Resch Tallon Group Inc.

UNCHANGED

Shares22,515 from 22,515

Change0 (0%)

Value$27.2K (-$2.0K)

Filed 2026-10-09

R Squared Ltd

INCREASED

Shares22,269 from 22,018

Change+251 (+1%)

Value$26.9K (-$1.7K)

Filed 2026-11-06

Baker Ellis Asset Management LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$24.2K (-$1.8K)

Filed 2026-10-14

Brighton Jones LLC

DECREASED

Shares16,741 from 20,453

Change-3,712 (-18%)

Value$20.3K (-$6.3K)

Filed 2026-11-03

Capital Advisors Wealth Management, LLC

UNCHANGED

Shares15,525 from 15,525

Change0 (0%)

Value$18.8K (-$1.4K)

Filed 2026-10-09

Ledgewood Wealth Advisors, LLC

UNCHANGED

Shares11,190 from 11,190

Change0 (0%)

Value$13.5K (-$1.0K)

Filed 2026-10-09

Security National Bank

UNCHANGED

Shares9,767 from 9,767

Change0 (0%)

Value$11.8K (-$879)

Filed 2026-10-26

Trust Co of Toledo NA

UNCHANGED

Shares9,000 from 9,000

Change0 (0%)

Value$10.9K (-$810)

Filed 2026-10-16

Golden State Wealth Management, LLC

INCREASED

Shares7,100 from 7,050

Change+50 (+1%)

Value$8.6K (-$573)

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares3,859 from 3,840

Change+19 (+0%)

Value$4.7K (-$323)

Filed 2026-10-16

US Bancorp \de\

UNCHANGED

Shares3,109 from 3,109

Change0 (0%)

Value$3.8K (-$280)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares2,696 from 2,879

Change-183 (-6%)

Value$3.3K (-$481)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares712 from 712

Change0 (0%)

Value$926 ($0)

Filed 2026-11-06

Clearstead Advisors, LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$847 (-$63)

Filed 2026-11-06

Essential Partners LLC

DECREASED

Shares561 from 2,085

Change-1,524 (-73%)

Value$679 (-$2.0K)

Filed 2026-10-14

Fortitude Family Office, LLC

DECREASED

Shares165 from 379

Change-214 (-56%)

Value$200 (-$293)

Filed 2026-10-14

SBI Securities Co., Ltd.

INCREASED

Shares146 from 145

Change+1 (+1%)

Value$177 (-$12)

Filed 2026-10-22

Parallel Advisors, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$43 (-$3)

Filed 2026-11-03

SJS Investment Consulting Inc.

DECREASED

Shares9 from 63

Change-54 (-86%)

Value$11 (-$71)

Filed 2026-10-26

Barclays PLC

DECREASED

Shares5 from 5,407

Change-5,402 (-100%)

Value$6 (-$7.0K)

Filed 2026-11-06

Avestar Capital, LLC

CLOSED

Shares0 from 136,145

Change-136,145 (-100%)

Value$0 (-$177.0K)

Filed 2026-10-28

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 22,388

Change-22,388 (-100%)

Value$0 (-$29.1K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 12,095

Change-12,095 (-100%)

Value$0 (-$16.1K)

Filed 2026-10-13

Scarborough Advisors, LLC

CLOSED

Shares0 from 10,502

Change-10,502 (-100%)

Value$0 (-$16.2K)

Filed 2026-10-16

Simplex Trading, LLC

CLOSED

Shares0 from 3,060

Change-3,060 (-100%)

Value$0 (-$4.0K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 2,218

Change-2,218 (-100%)

Value$0 (-$2.9K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 1,115

Change-1,115 (-100%)

Value$0 (-$1.4K)

Filed 2026-11-04

Citigroup Inc

CLOSED

Shares0 from 501

Change-501 (-100%)

Value$0 (-$651)

Filed 2026-11-04

Parkside Financial Bank & Trust

CLOSED

Shares0 from 385

Change-385 (-100%)

Value$0 (-$501)

Filed 2026-10-27

Gamma Investing LLC

CLOSED

Shares0 from 147

Change-147 (-100%)

Value$0 (-$191)

Filed 2026-10-08

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$6)

Filed 2026-10-29

Vanguard Capital Management LLC

N/A

Shares— from 2,895,592

Change-2,895,592 (-100%)

Value—

Pfizer Inc

N/A

Shares— from 2,411,575

Change-2,411,575 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,205,803

Change-1,205,803 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 972,873

Change-972,873 (-100%)

Value—

Blair William & Co

N/A

Shares— from 912,513

Change-912,513 (-100%)

Value—

UBS Group AG

N/A

Shares— from 638,699

Change-638,699 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 607,900

Change-607,900 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 410,602

Change-410,602 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 346,353

Change-346,353 (-100%)

Value—

State Street Corp

N/A

Shares— from 331,395

Change-331,395 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 272,786

Change-272,786 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 247,474

Change-247,474 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 246,095

Change-246,095 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 228,461

Change-228,461 (-100%)

Value—

X-Square Capital, LLC

N/A

Shares— from 205,700

Change-205,700 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 173,274

Change-173,274 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 162,214

Change-162,214 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 152,875

Change-152,875 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 134,517

Change-134,517 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 125,550

Change-125,550 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 120,827

Change-120,827 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 116,138

Change-116,138 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 97,400

Change-97,400 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 96,090

Change-96,090 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 72,057

Change-72,057 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 71,328

Change-71,328 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 51,190

Change-51,190 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 49,356

Change-49,356 (-100%)

Value—

Elkhorn Partners Limited Partnership

N/A

Shares— from 48,000

Change-48,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 47,666

Change-47,666 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 44,630

Change-44,630 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 34,764

Change-34,764 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 30,064

Change-30,064 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 28,996

Change-28,996 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 28,385

Change-28,385 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 26,867

Change-26,867 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 25,271

Change-25,271 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 24,994

Change-24,994 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 23,373

Change-23,373 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 22,672

Change-22,672 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 20,501

Change-20,501 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 15,130

Change-15,130 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 13,976

Change-13,976 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 13,942

Change-13,942 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 13,110

Change-13,110 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 12,755

Change-12,755 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,322

Change-12,322 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 12,183

Change-12,183 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 10,151

Change-10,151 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 10,144

Change-10,144 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,793

Change-9,793 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 7,681

Change-7,681 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 4,811

Change-4,811 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,915

Change-1,915 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 90

Change-90 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 81

Change-81 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 50

Change-50 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 48

Change-48 (-100%)

Value—

Ross\johnson & Associates LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Laurion Capital Management LP	UNCHANGED	3,098,299	3,098,299	0	0%	$4.0M	$3.7M	-$278.8K	2026-10-30
Geode Capital Management, LLC	INCREASED	839,868	820,062	+19,806	+2%	$1.1M	$1.0M	-$49.9K	2026-11-06
GoalVest Advisory LLC	NEW	687,285	—	+687,285	—	—	$831.6K	—	2026-10-02
Bank of New York Mellon Corp	UNCHANGED	161,689	161,689	0	0%	$210.2K	$195.6K	-$14.6K	2026-11-05
AlphaCore Capital LLC	DECREASED	108,426	108,493	-67	0%	$141.0K	$131.2K	-$9.8K	2026-11-04
Assenagon Asset Management S.A.	UNCHANGED	67,231	67,231	0	0%	$87.4K	$81.4K	-$6.1K	2026-10-15
Creative Planning	DECREASED	47,287	48,097	-810	-2%	$62.5K	$57.2K	-$5.3K	2026-11-02
Glenview Trust Co	UNCHANGED	43,128	43,128	0	0%	$56.1K	$52.2K	-$3.9K	2026-10-28
Tamar Securities, LLC	UNCHANGED	23,795	23,795	0	0%	$30.9K	$28.8K	-$2.1K	2026-11-03
Dimensional Fund Advisors LP	DECREASED	23,369	36,650	-13,281	-36%	$47.6K	$28.3K	-$19.4K	2026-11-04
Integrity Alliance, Llc.	INCREASED	22,860	12,860	+10,000	+78%	$16.7K	$27.7K	+$10.9K	2026-10-29
Post Resch Tallon Group Inc.	UNCHANGED	22,515	22,515	0	0%	$29.3K	$27.2K	-$2.0K	2026-10-09
R Squared Ltd	INCREASED	22,269	22,018	+251	+1%	$28.6K	$26.9K	-$1.7K	2026-11-06
Baker Ellis Asset Management LLC	UNCHANGED	20,000	20,000	0	0%	$26.0K	$24.2K	-$1.8K	2026-10-14
Brighton Jones LLC	DECREASED	16,741	20,453	-3,712	-18%	$26.6K	$20.3K	-$6.3K	2026-11-03
Capital Advisors Wealth Management, LLC	UNCHANGED	15,525	15,525	0	0%	$20.2K	$18.8K	-$1.4K	2026-10-09
Ledgewood Wealth Advisors, LLC	UNCHANGED	11,190	11,190	0	0%	$14.5K	$13.5K	-$1.0K	2026-10-09
Security National Bank	UNCHANGED	9,767	9,767	0	0%	$12.7K	$11.8K	-$879	2026-10-26
Trust Co of Toledo NA	UNCHANGED	9,000	9,000	0	0%	$11.7K	$10.9K	-$810	2026-10-16
Golden State Wealth Management, LLC	INCREASED	7,100	7,050	+50	+1%	$9.2K	$8.6K	-$573	2026-11-02
IFP Advisors, Inc	INCREASED	3,859	3,840	+19	+0%	$5.0K	$4.7K	-$323	2026-10-16
US Bancorp \de\	UNCHANGED	3,109	3,109	0	0%	$4.0K	$3.8K	-$280	2026-11-05
Farther Finance Advisors, LLC	DECREASED	2,696	2,879	-183	-6%	$3.7K	$3.3K	-$481	2026-10-08
Allworth Financial LP	UNCHANGED	712	712	0	0%	$926	$926	$0	2026-11-06
Clearstead Advisors, LLC	UNCHANGED	700	700	0	0%	$910	$847	-$63	2026-11-06
Essential Partners LLC	DECREASED	561	2,085	-1,524	-73%	$2.7K	$679	-$2.0K	2026-10-14
Fortitude Family Office, LLC	DECREASED	165	379	-214	-56%	$493	$200	-$293	2026-10-14
SBI Securities Co., Ltd.	INCREASED	146	145	+1	+1%	$189	$177	-$12	2026-10-22
Parallel Advisors, LLC	UNCHANGED	35	35	0	0%	$46	$43	-$3	2026-11-03
SJS Investment Consulting Inc.	DECREASED	9	63	-54	-86%	$82	$11	-$71	2026-10-26
Barclays PLC	DECREASED	5	5,407	-5,402	-100%	$7.0K	$6	-$7.0K	2026-11-06
Avestar Capital, LLC	CLOSED	0	136,145	-136,145	-100%	$177.0K	$0	-$177.0K	2026-10-28
Y-Intercept (Hong Kong) Ltd	CLOSED	0	22,388	-22,388	-100%	$29.1K	$0	-$29.1K	2026-10-16
Wealth Enhancement Advisory Services, LLC	CLOSED	0	12,095	-12,095	-100%	$16.1K	$0	-$16.1K	2026-10-13
Scarborough Advisors, LLC	CLOSED	0	10,502	-10,502	-100%	$16.2K	$0	-$16.2K	2026-10-16
Simplex Trading, LLC	CLOSED	0	3,060	-3,060	-100%	$4.0K	$0	-$4.0K	2026-11-04
PNC Financial Services Group, Inc.	CLOSED	0	2,218	-2,218	-100%	$2.9K	$0	-$2.9K	2026-11-06
EverSource Wealth Advisors, LLC	CLOSED	0	1,115	-1,115	-100%	$1.4K	$0	-$1.4K	2026-11-04
Citigroup Inc	CLOSED	0	501	-501	-100%	$651	$0	-$651	2026-11-04
Parkside Financial Bank & Trust	CLOSED	0	385	-385	-100%	$501	$0	-$501	2026-10-27
Gamma Investing LLC	CLOSED	0	147	-147	-100%	$191	$0	-$191	2026-10-08
Caitong International Asset Management Co., Ltd	CLOSED	0	5	-5	-100%	$6	$0	-$6	2026-10-29
Vanguard Capital Management LLC	N/A	—	2,895,592	-2,895,592	-100%	$3.8M	—	—	—
Pfizer Inc	N/A	—	2,411,575	-2,411,575	-100%	$3.0M	—	—	—
Franklin Resources Inc	N/A	—	1,205,803	-1,205,803	-100%	$1.6M	—	—	—
BlackRock, Inc.	N/A	—	972,873	-972,873	-100%	$1.3M	—	—	—
Blair William & Co	N/A	—	912,513	-912,513	-100%	$1.2M	—	—	—
UBS Group AG	N/A	—	638,699	-638,699	-100%	$830.3K	—	—	—
Jane Street Group, LLC	N/A	—	607,900	-607,900	-100%	$790.3K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	410,602	-410,602	-100%	$533.8K	—	—	—
AQR Capital Management LLC	N/A	—	346,353	-346,353	-100%	$450.3K	—	—	—
State Street Corp	N/A	—	331,395	-331,395	-100%	$430.8K	—	—	—
HRT Financial LP	N/A	—	272,786	-272,786	-100%	$354.0K	—	—	—
Flputnam Investment Management Co	N/A	—	247,474	-247,474	-100%	$321.7K	—	—	—
Morgan Stanley	N/A	—	246,095	-246,095	-100%	$319.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	228,461	-228,461	-100%	$297.0K	—	—	—
X-Square Capital, LLC	N/A	—	205,700	-205,700	-100%	$267.0K	—	—	—
GSA Capital Partners LLP	N/A	—	173,274	-173,274	-100%	$225.0K	—	—	—
Marshall Wace, LLP	N/A	—	162,214	-162,214	-100%	$210.9K	—	—	—
Northern Trust Corp	N/A	—	152,875	-152,875	-100%	$198.7K	—	—	—
Millennium Management LLC	N/A	—	134,517	-134,517	-100%	$174.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	125,550	-125,550	-100%	$163.2K	—	—	—
Goldman Sachs Group Inc	N/A	—	120,827	-120,827	-100%	$157.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	116,138	-116,138	-100%	$151.0K	—	—	—
XTX Topco Ltd	N/A	—	97,400	-97,400	-100%	$126.6K	—	—	—
Squarepoint Ops LLC	N/A	—	96,090	-96,090	-100%	$124.9K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	72,057	-72,057	-100%	$93.7K	—	—	—
Virtu Financial LLC	N/A	—	71,328	-71,328	-100%	$93.0K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	51,190	-51,190	-100%	$66.5K	—	—	—
Mariner, LLC	N/A	—	49,356	-49,356	-100%	$64.2K	—	—	—
Elkhorn Partners Limited Partnership	N/A	—	48,000	-48,000	-100%	$62.4K	—	—	—
Two Sigma Investments, LP	N/A	—	47,666	-47,666	-100%	$62.0K	—	—	—
IEQ Capital, LLC	N/A	—	44,630	-44,630	-100%	$58.0K	—	—	—
HighTower Advisors, LLC	N/A	—	34,764	-34,764	-100%	$45.2K	—	—	—
Rhumbline Advisers	N/A	—	30,064	-30,064	-100%	$39.1K	—	—	—
HSBC Holdings PLC	N/A	—	28,996	-28,996	-100%	$36.8K	—	—	—
Point72 Asset Management, L.P.	N/A	—	28,385	-28,385	-100%	$36.9K	—	—	—
Quadrature Capital Ltd	N/A	—	26,867	-26,867	-100%	$34.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	25,271	-25,271	-100%	$32.9K	—	—	—
Engineers Gate Manager LP	N/A	—	24,994	-24,994	-100%	$32.5K	—	—	—
MAI Capital Management	N/A	—	23,373	-23,373	-100%	$30.4K	—	—	—
Raymond James Financial Inc	N/A	—	22,672	-22,672	-100%	$29.5K	—	—	—
PFG Investments, LLC	N/A	—	20,501	-20,501	-100%	$26.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	20,000	-20,000	-100%	$26.0K	—	—	—
Proactive Wealth Strategies LLC	N/A	—	20,000	-20,000	-100%	$26.0K	—	—	—
Wells Fargo & Company	N/A	—	15,130	-15,130	-100%	$19.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	13,976	-13,976	-100%	$18.2K	—	—	—
Renaissance Technologies LLC	N/A	—	13,942	-13,942	-100%	$18.1K	—	—	—
AXQ Capital, LP	N/A	—	13,110	-13,110	-100%	$17.0K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	13,000	-13,000	-100%	$16.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	12,755	-12,755	-100%	$16.6K	—	—	—
Royal Bank of Canada	N/A	—	12,322	-12,322	-100%	$16.0K	—	—	—
Bank of America Corp	N/A	—	12,183	-12,183	-100%	$15.8K	—	—	—
Optiver Holding B.V.	N/A	—	10,151	-10,151	-100%	$13.2K	—	—	—
Focus Partners Wealth	N/A	—	10,144	-10,144	-100%	$13.2K	—	—	—
FMR LLC	N/A	—	9,793	-9,793	-100%	$12.7K	—	—	—
Arax Advisory Partners	N/A	—	7,681	-7,681	-100%	$10.0K	—	—	—
Federated Hermes, Inc.	N/A	—	4,811	-4,811	-100%	$6.3K	—	—	—
JPMorgan Chase & Co	N/A	—	1,915	-1,915	-100%	$2.4K	—	—	—
Rothschild Investment LLC	N/A	—	90	-90	-100%	$117	—	—	—
NewEdge Advisors, LLC	N/A	—	81	-81	-100%	$105	—	—	—
Jones Financial Companies Lllp	N/A	—	50	-50	-100%	$63	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	48	-48	-100%	$62	—	—	—
Ross\johnson & Associates LLC	N/A	—	1	-1	-100%	$1	—	—	—
Front Row Advisors LLC	N/A	—	1	-1	-100%	$1	—	—	—

Showing 105 of 105 institutions