Flexshares Quality Dividend (QDF)

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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Bank of New York Mellon Corp

INCREASED

Shares563,677 from 485,629

Change+78,048 (+16%)

Value$50.9M (+$7.2M)

Filed 2026-11-05

Keybank National Association

DECREASED

Shares536,409 from 539,792

Change-3,383 (-1%)

Value$48.4M (-$132.6K)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares329,346 from 327,350

Change+1,996 (+1%)

Value$29.7M (+$284.9K)

Filed 2026-11-06

Ledyard National Bank

INCREASED

Shares152,520 from 148,475

Change+4,045 (+3%)

Value$13.8M (+$412.5K)

Filed 2026-10-21

Magnus Financial Group LLC

INCREASED

Shares66,967 from 66,730

Change+237 (+0%)

Value$6.0M (+$42.8K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares46,958 from 49,637

Change-2,679 (-5%)

Value$4.3M (-$204.0K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares38,766 from 44,067

Change-5,301 (-12%)

Value$3.5M (-$464.2K)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares33,919 from 33,919

Change0 (0%)

Value$3.1M ($0)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares30,676 from 30,863

Change-187 (-1%)

Value$2.8M (-$7.0K)

Filed 2026-11-02

Trust Co of Vermont

UNCHANGED

Shares30,128 from 30,128

Change0 (0%)

Value$2.7M (+$9.6K)

Filed 2026-10-21

Sageworth Trust Co

UNCHANGED

Shares29,664 from 29,664

Change0 (0%)

Value$2.7M (+$9.5K)

Filed 2026-10-30

Bryn Mawr Trust Advisors, LLC

UNCHANGED

Shares19,848 from 19,848

Change0 (0%)

Value$1.8M (+$6.4K)

Filed 2026-11-04

CFS Investment Advisory Services, LLC

DECREASED

Shares18,617 from 24,136

Change-5,519 (-23%)

Value$1.7M (-$455.7K)

Filed 2026-10-19

Atria Investments, Inc

INCREASED

Shares18,103 from 16,788

Change+1,315 (+8%)

Value$1.6M (+$124.0K)

Filed 2026-10-15

Anson Capital, Inc.

DECREASED

Shares16,422 from 17,283

Change-861 (-5%)

Value$1.5M (-$72.2K)

Filed 2026-10-23

Selby Wealth Management, LLC

DECREASED

Shares16,381 from 16,403

Change-22 (0%)

Value$1.5M (+$3.3K)

Filed 2026-10-16

Mather Group, Llc.

DECREASED

Shares15,831 from 19,978

Change-4,147 (-21%)

Value$1.4M (-$367.8K)

Filed 2026-10-14

First Heartland Consultants, Inc.

INCREASED

Shares15,761 from 15,706

Change+55 (+0%)

Value$1.4M (+$10.0K)

Filed 2026-10-08

Valued Retirements, Inc.

UNCHANGED

Shares15,028 from 15,028

Change0 (0%)

Value$1.4M (+$4.8K)

Filed 2026-11-06

Gryphon Financial Partners LLC

UNCHANGED

Shares14,900 from 14,900

Change0 (0%)

Value$1.3M (+$4.8K)

Filed 2026-11-04

First Financial Corp

UNCHANGED

Shares14,273 from 14,273

Change0 (0%)

Value$1.3M (+$4.6K)

Filed 2026-10-13

Creative Planning

DECREASED

Shares13,125 from 13,282

Change-157 (-1%)

Value$1.2M (-$9.9K)

Filed 2026-11-02

US Bancorp \de\

INCREASED

Shares11,907 from 6,698

Change+5,209 (+78%)

Value$1.1M (+$472.2K)

Filed 2026-11-05

Sageworth Trust Co of South Dakota

DECREASED

Shares11,901 from 13,436

Change-1,535 (-11%)

Value$1.1M (-$134.2K)

Filed 2026-10-30

Vista Capital Partners, Inc.

UNCHANGED

Shares11,762 from 11,762

Change0 (0%)

Value$1.1M (+$3.8K)

Filed 2026-11-06

Legacy Edge Advisors, LLC

INCREASED

Shares11,632 from 6,185

Change+5,447 (+88%)

Value$1.0M (+$493.5K)

Filed 2026-11-06

Sentinel Trust Co LBA

UNCHANGED

Shares10,700 from 10,700

Change0 (0%)

Value$966.0K (+$965.0K)

Filed 2026-11-03

WealthPlan Investment Management, LLC

INCREASED

Shares9,955 from 9,858

Change+97 (+1%)

Value$898.3K (+$11.9K)

Filed 2026-10-15

Parsons Capital Management Inc

DECREASED

Shares9,766 from 9,817

Change-51 (-1%)

Value$881.2K (-$1.5K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares8,317 from 8,195

Change+122 (+1%)

Value$750.5K (+$13.6K)

Filed 2026-11-02

Firestone Capital Management

UNCHANGED

Shares8,160 from 8,160

Change0 (0%)

Value$736.4K (+$2.6K)

Filed 2026-11-03

Charter Capital Management, Llc\de

UNCHANGED

Shares7,536 from 7,536

Change0 (0%)

Value$680.1K (+$2.4K)

Filed 2026-10-28

M. Kraus & Co

UNCHANGED

Shares7,500 from 7,500

Change0 (0%)

Value$676.8K (+$2.4K)

Filed 2026-10-20

Thrivent Financial for Lutherans

INCREASED

Shares6,966 from 5,065

Change+1,901 (+38%)

Value$631.0K (+$176.0K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

UNCHANGED

Shares6,690 from 6,690

Change0 (0%)

Value$603.7K (+$2.1K)

Filed 2026-11-06

Prospera Financial Services Inc

DECREASED

Shares6,088 from 6,203

Change-115 (-2%)

Value$550.8K (-$7.0K)

Filed 2026-11-04

Schmidt P J Investment Management Inc

INCREASED

Shares5,639 from 3,966

Change+1,673 (+42%)

Value$508.9K (+$152.3K)

Filed 2026-11-02

Live Oak Private Wealth LLC

UNCHANGED

Shares5,582 from 5,582

Change0 (0%)

Value$503.7K (+$1.8K)

Filed 2026-11-02

MGO One Seven LLC

DECREASED

Shares5,565 from 5,642

Change-77 (-1%)

Value$502.2K (-$5.1K)

Filed 2026-10-28

Equitable Trust Co

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$496.3K (+$1.8K)

Filed 2026-10-13

WealthPoint Financial, LLC

INCREASED

Shares5,076 from 4,983

Change+93 (+2%)

Value$458.1K (+$10.0K)

Filed 2026-11-03

Meridian Wealth Management, LLC

UNCHANGED

Shares5,067 from 5,067

Change0 (0%)

Value$457.2K (+$1.6K)

Filed 2026-11-05

Shore Point Advisors, LLC

UNCHANGED

Shares4,984 from 4,984

Change0 (0%)

Value$449.8K (+$1.6K)

Filed 2026-10-14

Beese Fulmer Investment Management, Inc.

UNCHANGED

Shares4,090 from 4,090

Change0 (0%)

Value$369.1K (+$1.3K)

Filed 2026-10-23

Caldwell Trust Co

UNCHANGED

Shares3,672 from 3,672

Change0 (0%)

Value$331.4K (+$1.2K)

Filed 2026-10-30

Capital Wealth Alliance, LLC

UNCHANGED

Shares3,637 from 3,637

Change0 (0%)

Value$328.2K (+$1.2K)

Filed 2026-10-20

Investors Research Corp

INCREASED

Shares3,328 from 3,246

Change+82 (+3%)

Value$300.3K (+$8.4K)

Filed 2026-10-07

LifeSteps Financial, Inc.

UNCHANGED

Shares3,305 from 3,305

Change0 (0%)

Value$298.2K (+$1.1K)

Filed 2026-10-15

Sheets Smith Wealth Management

UNCHANGED

Shares3,300 from 3,300

Change0 (0%)

Value$297.8K (+$1.1K)

Filed 2026-10-16

Truist Financial Corp

UNCHANGED

Shares3,176 from 3,176

Change0 (0%)

Value$286.6K (+$1.0K)

Filed 2026-10-30

Hunter Associates Investment Management LLC

UNCHANGED

Shares3,163 from 3,163

Change0 (0%)

Value$286.0K (+$1.0K)

Filed 2026-10-26

Savant Capital, LLC

DECREASED

Shares3,103 from 3,237

Change-134 (-4%)

Value$280.0K (-$11.1K)

Filed 2026-11-06

SeaCrest Wealth Management, LLC

DECREASED

Shares3,053 from 3,092

Change-39 (-1%)

Value$275.5K (-$2.5K)

Filed 2026-10-21

MKT Advisors LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$274.4K (+$5.1K)

Filed 2026-10-20

Bokf, NA

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$270.7K (+$960)

Filed 2026-10-27

Private Trust Co NA

UNCHANGED

Shares2,793 from 2,793

Change0 (0%)

Value$252.0K (+$893)

Filed 2026-10-20

Perigon Wealth Management, LLC

DECREASED

Shares2,688 from 3,114

Change-426 (-14%)

Value$242.6K (-$37.4K)

Filed 2026-10-22

Oppenheimer & Co Inc

UNCHANGED

Shares2,498 from 2,498

Change0 (0%)

Value$225.4K (+$800)

Filed 2026-10-26

Absolute Capital Management, LLC

DECREASED

Shares2,488 from 4,243

Change-1,755 (-41%)

Value$224.5K (-$157.0K)

Filed 2026-10-16

Montag A & Associates Inc

NEW

Shares2,413

Change+2,413

Value$217.8K

Filed 2026-10-29

TrustBank

NEW

Shares2,400

Change+2,400

Value$216.6K

Filed 2026-10-20

Raab & Moskowitz Asset Management LLC

UNCHANGED

Shares2,340 from 2,340

Change0 (0%)

Value$211.2K (+$749)

Filed 2026-11-02

Rossby Financial, LCC

INCREASED

Shares2,339 from 2,334

Change+5 (+0%)

Value$211.1K (+$1.2K)

Filed 2026-11-05

Gilbert Capital Group, Inc.

UNCHANGED

Shares2,306 from 2,306

Change0 (0%)

Value$208.1K (+$737)

Filed 2026-10-28

Sigma Planning Corp

INCREASED

Shares2,275 from 2,271

Change+4 (+0%)

Value$205.3K (+$1.1K)

Filed 2026-10-23

Fifth Third Bancorp

UNCHANGED

Shares2,208 from 2,208

Change0 (0%)

Value$199.3K (+$707)

Filed 2026-11-05

Evermay Wealth Management LLC

UNCHANGED

Shares2,200 from 2,200

Change0 (0%)

Value$198.5K (+$704)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares2,189 from 2,189

Change0 (0%)

Value$197.5K (+$700)

Filed 2026-10-16

Key FInancial Inc

UNCHANGED

Shares1,893 from 1,893

Change0 (0%)

Value$170.8K (+$605)

Filed 2026-11-02

Bfsg, LLC

NEW

Shares1,863

Change+1,863

Value$168.1K

Filed 2026-10-30

Highline Wealth Partners LLC

DECREASED

Shares1,787 from 2,114

Change-327 (-15%)

Value$161.3K (-$28.8K)

Filed 2026-10-19

CoreCap Advisors, LLC

INCREASED

Shares1,478 from 1,284

Change+194 (+15%)

Value$133.4K (+$17.9K)

Filed 2026-10-08

Cornerstone National Bank & Trust Co

NEW

Shares1,067

Change+1,067

Value$96.7K

Filed 2026-10-20

Rossmore Private Capital

UNCHANGED

Shares825 from 825

Change0 (0%)

Value$74.4K (+$264)

Filed 2026-10-27

Gamma Investing LLC

UNCHANGED

Shares822 from 822

Change0 (0%)

Value$74.2K (+$263)

Filed 2026-10-08

Wealth Enhancement Trust Services, Inc.

DECREASED

Shares790 from 1,101

Change-311 (-28%)

Value$71.3K (-$27.7K)

Filed 2026-10-07

Asset Dedication, LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$63.2K (+$224)

Filed 2026-11-03

Creative Financial Designs Inc

UNCHANGED

Shares690 from 690

Change0 (0%)

Value$62.3K (+$221)

Filed 2026-11-04

Harbor Asset Planning, Inc.

INCREASED

Shares516 from 514

Change+2 (+0%)

Value$46.6K (+$342)

Filed 2026-10-23

Buck Wealth Strategies, LLC

INCREASED

Shares276 from 275

Change+1 (+0%)

Value$24.9K (+$182)

Filed 2026-10-28

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$22.6K (+$80)

Filed 2026-10-13

Olistico Wealth, LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$20.3K (+$72)

Filed 2026-10-05

Assetmark, Inc

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$9.9K (+$35)

Filed 2026-10-21

Farther Finance Advisors, LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$5.1K (+$37)

Filed 2026-10-08

Tsfg, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$5 (+$1)

Filed 2026-10-23

Nfsg Corp

DECREASED

Shares40 from 270

Change-230 (-85%)

Value$3.6K (-$20.7K)

Filed 2026-10-15

Blue Trust, Inc.

NEW

Shares3

Change+3

Value$254

Filed 2026-10-15

Root Financial Partners, LLC

NEW

Shares2

Change+2

Value$180

Filed 2026-10-21

VestGen Advisors, LLC

CLOSED

Shares0 from 44,290

Change-44,290 (-100%)

Value$0 (-$4.0M)

Filed 2026-10-27

Uhlmann Price Securities, LLC

CLOSED

Shares0 from 7,697

Change-7,697 (-100%)

Value$0 (-$692.1K)

Filed 2026-11-03

Maia Wealth LLC

CLOSED

Shares0 from 2,296

Change-2,296 (-100%)

Value$0 (-$206.5K)

Filed 2026-10-19

Worth Financial Advisory Group, LLC

CLOSED

Shares0 from 2,277

Change-2,277 (-100%)

Value$0 (-$204.7K)

Filed 2026-10-19

Gill Capital Partners, LLC

CLOSED

Shares0 from 1,114

Change-1,114 (-100%)

Value$0 (-$100.2K)

Filed 2026-10-13

Russell Investments Group, Ltd.

CLOSED

Shares0 from 907

Change-907 (-100%)

Value$0 (-$81.6K)

Filed 2026-11-06

DecisionPoint Financial, LLC

CLOSED

Shares0 from 315

Change-315 (-100%)

Value$0 (-$28.2K)

Filed 2026-10-27

International Assets Investment Management, LLC

CLOSED

Shares0 from 187

Change-187 (-100%)

Value$0 (-$16.7K)

Filed 2026-11-02

Northern Trust Corp

N/A

Shares— from 10,940,926

Change-10,940,926 (-100%)

Value—

Tiaa Wealth Investment Management LLC

N/A

Shares— from 2,188,556

Change-2,188,556 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 1,462,207

Change-1,462,207 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 555,000

Change-555,000 (-100%)

Value—

VeraBank, N.A.

N/A

Shares— from 475,253

Change-475,253 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 326,259

Change-326,259 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 315,894

Change-315,894 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 239,136

Change-239,136 (-100%)

Value—

UBS Group AG

N/A

Shares— from 213,356

Change-213,356 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 209,577

Change-209,577 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 147,238

Change-147,238 (-100%)

Value—

Bridges Investment Management Inc

N/A

Shares— from 121,348

Change-121,348 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 113,460

Change-113,460 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 93,488

Change-93,488 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 91,105

Change-91,105 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 79,810

Change-79,810 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 76,550

Change-76,550 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 70,587

Change-70,587 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 54,319

Change-54,319 (-100%)

Value—

VestGen Investment Management

N/A

Shares— from 42,559

Change-42,559 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 41,003

Change-41,003 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 35,203

Change-35,203 (-100%)

Value—

Horizon Bancorp Inc

N/A

Shares— from 34,050

Change-34,050 (-100%)

Value—

Tiaa Trust, National Association

N/A

Shares— from 33,896

Change-33,896 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 33,325

Change-33,325 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 33,156

Change-33,156 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 30,618

Change-30,618 (-100%)

Value—

Bienville Capital Management, LLC

N/A

Shares— from 30,220

Change-30,220 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 22,498

Change-22,498 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 22,215

Change-22,215 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 19,847

Change-19,847 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 17,709

Change-17,709 (-100%)

Value—

Commerce Bank

N/A

Shares— from 17,557

Change-17,557 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 16,647

Change-16,647 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 15,298

Change-15,298 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 13,879

Change-13,879 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 13,466

Change-13,466 (-100%)

Value—

FMR LLC

N/A

Shares— from 12,564

Change-12,564 (-100%)

Value—

Cedar Wealth Management, LLC

N/A

Shares— from 9,967

Change-9,967 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 9,874

Change-9,874 (-100%)

Value—

Horizon Family Wealth, Inc.

N/A

Shares— from 9,658

Change-9,658 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,188

Change-9,188 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 7,843

Change-7,843 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 7,597

Change-7,597 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 7,555

Change-7,555 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 7,373

Change-7,373 (-100%)

Value—

Corsicana & Co.

N/A

Shares— from 7,362

Change-7,362 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,109

Change-7,109 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,840

Change-6,840 (-100%)

Value—

McGinn Penninger Investment Management, Inc.

N/A

Shares— from 6,802

Change-6,802 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 6,730

Change-6,730 (-100%)

Value—

West Michigan Advisors, LLC

N/A

Shares— from 6,655

Change-6,655 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 6,483

Change-6,483 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 6,185

Change-6,185 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 5,418

Change-5,418 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 4,856

Change-4,856 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 4,823

Change-4,823 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 4,640

Change-4,640 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,373

Change-4,373 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 4,186

Change-4,186 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,909

Change-3,909 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,601

Change-3,601 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 3,491

Change-3,491 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 3,489

Change-3,489 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,336

Change-3,336 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 3,336

Change-3,336 (-100%)

Value—

Kiley Juergens Wealth Management, LLC

N/A

Shares— from 3,327

Change-3,327 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 3,325

Change-3,325 (-100%)

Value—

Vienna Asset Management LLC

N/A

Shares— from 3,290

Change-3,290 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 3,287

Change-3,287 (-100%)

Value—

City National Bank of Florida

N/A

Shares— from 3,222

Change-3,222 (-100%)

Value—

Westmount Partners, LLC

N/A

Shares— from 3,213

Change-3,213 (-100%)

Value—

Empire Financial Management Company, LLC

N/A

Shares— from 2,965

Change-2,965 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 2,813

Change-2,813 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 2,739

Change-2,739 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 2,660

Change-2,660 (-100%)

Value—

Betterment LLC

N/A

Shares— from 2,628

Change-2,628 (-100%)

Value—

Chaney Capital Management, Inc.

N/A

Shares— from 2,543

Change-2,543 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 2,295

Change-2,295 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 2,289

Change-2,289 (-100%)

Value—

Cambient Family Office, LLC

N/A

Shares— from 2,087

Change-2,087 (-100%)

Value—

Cheviot Value Management, LLC

N/A

Shares— from 1,762

Change-1,762 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 826

Change-826 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 790

Change-790 (-100%)

Value—

Seneschal Advisors, LLC

N/A

Shares— from 681

Change-681 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 445

Change-445 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 397

Change-397 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 134

Change-134 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 126

Change-126 (-100%)

Value—

Blair William & Co

N/A

Shares— from 124

Change-124 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 86

Change-86 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	563,677	485,629	+78,048	+16%	$43.7M	$50.9M	+$7.2M	2026-11-05
Keybank National Association	DECREASED	536,409	539,792	-3,383	-1%	$48.5M	$48.4M	-$132.6K	2026-11-04
LPL Financial LLC	INCREASED	329,346	327,350	+1,996	+1%	$29.4M	$29.7M	+$284.9K	2026-11-06
Ledyard National Bank	INCREASED	152,520	148,475	+4,045	+3%	$13.4M	$13.8M	+$412.5K	2026-10-21
Magnus Financial Group LLC	INCREASED	66,967	66,730	+237	+0%	$6.0M	$6.0M	+$42.8K	2026-10-21
Wealth Enhancement Advisory Services, LLC	DECREASED	46,958	49,637	-2,679	-5%	$4.5M	$4.3M	-$204.0K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	38,766	44,067	-5,301	-12%	$4.0M	$3.5M	-$464.2K	2026-11-02
Allworth Financial LP	UNCHANGED	33,919	33,919	0	0%	$3.1M	$3.1M	$0	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	30,676	30,863	-187	-1%	$2.8M	$2.8M	-$7.0K	2026-11-02
Trust Co of Vermont	UNCHANGED	30,128	30,128	0	0%	$2.7M	$2.7M	+$9.6K	2026-10-21
Sageworth Trust Co	UNCHANGED	29,664	29,664	0	0%	$2.7M	$2.7M	+$9.5K	2026-10-30
Bryn Mawr Trust Advisors, LLC	UNCHANGED	19,848	19,848	0	0%	$1.8M	$1.8M	+$6.4K	2026-11-04
CFS Investment Advisory Services, LLC	DECREASED	18,617	24,136	-5,519	-23%	$2.2M	$1.7M	-$455.7K	2026-10-19
Atria Investments, Inc	INCREASED	18,103	16,788	+1,315	+8%	$1.5M	$1.6M	+$124.0K	2026-10-15
Anson Capital, Inc.	DECREASED	16,422	17,283	-861	-5%	$1.6M	$1.5M	-$72.2K	2026-10-23
Selby Wealth Management, LLC	DECREASED	16,381	16,403	-22	0%	$1.5M	$1.5M	+$3.3K	2026-10-16
Mather Group, Llc.	DECREASED	15,831	19,978	-4,147	-21%	$1.8M	$1.4M	-$367.8K	2026-10-14
First Heartland Consultants, Inc.	INCREASED	15,761	15,706	+55	+0%	$1.4M	$1.4M	+$10.0K	2026-10-08
Valued Retirements, Inc.	UNCHANGED	15,028	15,028	0	0%	$1.4M	$1.4M	+$4.8K	2026-11-06
Gryphon Financial Partners LLC	UNCHANGED	14,900	14,900	0	0%	$1.3M	$1.3M	+$4.8K	2026-11-04
First Financial Corp	UNCHANGED	14,273	14,273	0	0%	$1.3M	$1.3M	+$4.6K	2026-10-13
Creative Planning	DECREASED	13,125	13,282	-157	-1%	$1.2M	$1.2M	-$9.9K	2026-11-02
US Bancorp \de\	INCREASED	11,907	6,698	+5,209	+78%	$602.3K	$1.1M	+$472.2K	2026-11-05
Sageworth Trust Co of South Dakota	DECREASED	11,901	13,436	-1,535	-11%	$1.2M	$1.1M	-$134.2K	2026-10-30
Vista Capital Partners, Inc.	UNCHANGED	11,762	11,762	0	0%	$1.1M	$1.1M	+$3.8K	2026-11-06
Legacy Edge Advisors, LLC	INCREASED	11,632	6,185	+5,447	+88%	$556.2K	$1.0M	+$493.5K	2026-11-06
Sentinel Trust Co LBA	UNCHANGED	10,700	10,700	0	0%	$962	$966.0K	+$965.0K	2026-11-03
WealthPlan Investment Management, LLC	INCREASED	9,955	9,858	+97	+1%	$886.4K	$898.3K	+$11.9K	2026-10-15
Parsons Capital Management Inc	DECREASED	9,766	9,817	-51	-1%	$882.7K	$881.2K	-$1.5K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	8,317	8,195	+122	+1%	$736.9K	$750.5K	+$13.6K	2026-11-02
Firestone Capital Management	UNCHANGED	8,160	8,160	0	0%	$733.7K	$736.4K	+$2.6K	2026-11-03
Charter Capital Management, Llc\de	UNCHANGED	7,536	7,536	0	0%	$677.7K	$680.1K	+$2.4K	2026-10-28
M. Kraus & Co	UNCHANGED	7,500	7,500	0	0%	$674.4K	$676.8K	+$2.4K	2026-10-20
Thrivent Financial for Lutherans	INCREASED	6,966	5,065	+1,901	+38%	$455.0K	$631.0K	+$176.0K	2026-11-05
PNC Financial Services Group, Inc.	UNCHANGED	6,690	6,690	0	0%	$601.6K	$603.7K	+$2.1K	2026-11-06
Prospera Financial Services Inc	DECREASED	6,088	6,203	-115	-2%	$557.8K	$550.8K	-$7.0K	2026-11-04
Schmidt P J Investment Management Inc	INCREASED	5,639	3,966	+1,673	+42%	$356.6K	$508.9K	+$152.3K	2026-11-02
Live Oak Private Wealth LLC	UNCHANGED	5,582	5,582	0	0%	$501.9K	$503.7K	+$1.8K	2026-11-02
MGO One Seven LLC	DECREASED	5,565	5,642	-77	-1%	$507.3K	$502.2K	-$5.1K	2026-10-28
Equitable Trust Co	UNCHANGED	5,500	5,500	0	0%	$494.6K	$496.3K	+$1.8K	2026-10-13
WealthPoint Financial, LLC	INCREASED	5,076	4,983	+93	+2%	$448.1K	$458.1K	+$10.0K	2026-11-03
Meridian Wealth Management, LLC	UNCHANGED	5,067	5,067	0	0%	$455.6K	$457.2K	+$1.6K	2026-11-05
Shore Point Advisors, LLC	UNCHANGED	4,984	4,984	0	0%	$448.2K	$449.8K	+$1.6K	2026-10-14
Beese Fulmer Investment Management, Inc.	UNCHANGED	4,090	4,090	0	0%	$367.8K	$369.1K	+$1.3K	2026-10-23
Caldwell Trust Co	UNCHANGED	3,672	3,672	0	0%	$330.2K	$331.4K	+$1.2K	2026-10-30
Capital Wealth Alliance, LLC	UNCHANGED	3,637	3,637	0	0%	$327.0K	$328.2K	+$1.2K	2026-10-20
Investors Research Corp	INCREASED	3,328	3,246	+82	+3%	$291.9K	$300.3K	+$8.4K	2026-10-07
LifeSteps Financial, Inc.	UNCHANGED	3,305	3,305	0	0%	$297.2K	$298.2K	+$1.1K	2026-10-15
Sheets Smith Wealth Management	UNCHANGED	3,300	3,300	0	0%	$296.7K	$297.8K	+$1.1K	2026-10-16
Truist Financial Corp	UNCHANGED	3,176	3,176	0	0%	$285.6K	$286.6K	+$1.0K	2026-10-30
Hunter Associates Investment Management LLC	UNCHANGED	3,163	3,163	0	0%	$285.0K	$286.0K	+$1.0K	2026-10-26
Savant Capital, LLC	DECREASED	3,103	3,237	-134	-4%	$291.1K	$280.0K	-$11.1K	2026-11-06
SeaCrest Wealth Management, LLC	DECREASED	3,053	3,092	-39	-1%	$278.1K	$275.5K	-$2.5K	2026-10-21
MKT Advisors LLC	UNCHANGED	3,000	3,000	0	0%	$269.3K	$274.4K	+$5.1K	2026-10-20
Bokf, NA	UNCHANGED	3,000	3,000	0	0%	$269.8K	$270.7K	+$960	2026-10-27
Private Trust Co NA	UNCHANGED	2,793	2,793	0	0%	$251.1K	$252.0K	+$893	2026-10-20
Perigon Wealth Management, LLC	DECREASED	2,688	3,114	-426	-14%	$280.0K	$242.6K	-$37.4K	2026-10-22
Oppenheimer & Co Inc	UNCHANGED	2,498	2,498	0	0%	$224.6K	$225.4K	+$800	2026-10-26
Absolute Capital Management, LLC	DECREASED	2,488	4,243	-1,755	-41%	$381.5K	$224.5K	-$157.0K	2026-10-16
Montag A & Associates Inc	NEW	2,413	—	+2,413	—	—	$217.8K	—	2026-10-29
TrustBank	NEW	2,400	—	+2,400	—	—	$216.6K	—	2026-10-20
Raab & Moskowitz Asset Management LLC	UNCHANGED	2,340	2,340	0	0%	$210.4K	$211.2K	+$749	2026-11-02
Rossby Financial, LCC	INCREASED	2,339	2,334	+5	+0%	$209.9K	$211.1K	+$1.2K	2026-11-05
Gilbert Capital Group, Inc.	UNCHANGED	2,306	2,306	0	0%	$207.4K	$208.1K	+$737	2026-10-28
Sigma Planning Corp	INCREASED	2,275	2,271	+4	+0%	$204.2K	$205.3K	+$1.1K	2026-10-23
Fifth Third Bancorp	UNCHANGED	2,208	2,208	0	0%	$198.5K	$199.3K	+$707	2026-11-05
Evermay Wealth Management LLC	UNCHANGED	2,200	2,200	0	0%	$197.8K	$198.5K	+$704	2026-11-05
IFP Advisors, Inc	UNCHANGED	2,189	2,189	0	0%	$196.8K	$197.5K	+$700	2026-10-16
Key FInancial Inc	UNCHANGED	1,893	1,893	0	0%	$170.2K	$170.8K	+$605	2026-11-02
Bfsg, LLC	NEW	1,863	—	+1,863	—	—	$168.1K	—	2026-10-30
Highline Wealth Partners LLC	DECREASED	1,787	2,114	-327	-15%	$190.1K	$161.3K	-$28.8K	2026-10-19
CoreCap Advisors, LLC	INCREASED	1,478	1,284	+194	+15%	$115.5K	$133.4K	+$17.9K	2026-10-08
Cornerstone National Bank & Trust Co	NEW	1,067	—	+1,067	—	—	$96.7K	—	2026-10-20
Rossmore Private Capital	UNCHANGED	825	825	0	0%	$74.2K	$74.4K	+$264	2026-10-27
Gamma Investing LLC	UNCHANGED	822	822	0	0%	$73.9K	$74.2K	+$263	2026-10-08
Wealth Enhancement Trust Services, Inc.	DECREASED	790	1,101	-311	-28%	$99.0K	$71.3K	-$27.7K	2026-10-07
Asset Dedication, LLC	UNCHANGED	700	700	0	0%	$62.9K	$63.2K	+$224	2026-11-03
Creative Financial Designs Inc	UNCHANGED	690	690	0	0%	$62.0K	$62.3K	+$221	2026-11-04
Harbor Asset Planning, Inc.	INCREASED	516	514	+2	+0%	$46.3K	$46.6K	+$342	2026-10-23
Buck Wealth Strategies, LLC	INCREASED	276	275	+1	+0%	$24.7K	$24.9K	+$182	2026-10-28
Beacon Investment Advisory Services, Inc.	UNCHANGED	250	250	0	0%	$22.5K	$22.6K	+$80	2026-10-13
Olistico Wealth, LLC	UNCHANGED	225	225	0	0%	$20.2K	$20.3K	+$72	2026-10-05
Assetmark, Inc	UNCHANGED	110	110	0	0%	$9.9K	$9.9K	+$35	2026-10-21
Farther Finance Advisors, LLC	UNCHANGED	56	56	0	0%	$5.0K	$5.1K	+$37	2026-10-08
Tsfg, LLC	UNCHANGED	50	50	0	0%	$4	$5	+$1	2026-10-23
Nfsg Corp	DECREASED	40	270	-230	-85%	$24.3K	$3.6K	-$20.7K	2026-10-15
Blue Trust, Inc.	NEW	3	—	+3	—	—	$254	—	2026-10-15
Root Financial Partners, LLC	NEW	2	—	+2	—	—	$180	—	2026-10-21
VestGen Advisors, LLC	CLOSED	0	44,290	-44,290	-100%	$4.0M	$0	-$4.0M	2026-10-27
Uhlmann Price Securities, LLC	CLOSED	0	7,697	-7,697	-100%	$692.1K	$0	-$692.1K	2026-11-03
Maia Wealth LLC	CLOSED	0	2,296	-2,296	-100%	$206.5K	$0	-$206.5K	2026-10-19
Worth Financial Advisory Group, LLC	CLOSED	0	2,277	-2,277	-100%	$204.7K	$0	-$204.7K	2026-10-19
Gill Capital Partners, LLC	CLOSED	0	1,114	-1,114	-100%	$100.2K	$0	-$100.2K	2026-10-13
Russell Investments Group, Ltd.	CLOSED	0	907	-907	-100%	$81.6K	$0	-$81.6K	2026-11-06
DecisionPoint Financial, LLC	CLOSED	0	315	-315	-100%	$28.2K	$0	-$28.2K	2026-10-27
International Assets Investment Management, LLC	CLOSED	0	187	-187	-100%	$16.7K	$0	-$16.7K	2026-11-02
Northern Trust Corp	N/A	—	10,940,926	-10,940,926	-100%	$983.8M	—	—	—
Tiaa Wealth Investment Management LLC	N/A	—	2,188,556	-2,188,556	-100%	$195.8M	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	1,462,207	-1,462,207	-100%	$131.5M	—	—	—
AQR Capital Management LLC	N/A	—	555,000	-555,000	-100%	$49.9M	—	—	—
VeraBank, N.A.	N/A	—	475,253	-475,253	-100%	$42.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	326,259	-326,259	-100%	$29.3M	—	—	—
Bank of America Corp	N/A	—	315,894	-315,894	-100%	$28.4M	—	—	—
Morgan Stanley	N/A	—	239,136	-239,136	-100%	$21.5M	—	—	—
UBS Group AG	N/A	—	213,356	-213,356	-100%	$19.2M	—	—	—
Baird Financial Group, Inc.	N/A	—	209,577	-209,577	-100%	$18.8M	—	—	—
Wealthspire Advisors, LLC	N/A	—	147,238	-147,238	-100%	$13.2M	—	—	—
Bridges Investment Management Inc	N/A	—	121,348	-121,348	-100%	$10.9M	—	—	—
Focus Partners Wealth	N/A	—	113,460	-113,460	-100%	$10.2M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	93,488	-93,488	-100%	$8.4M	—	—	—
MML Investors Services, LLC	N/A	—	91,105	-91,105	-100%	$8.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	79,810	-79,810	-100%	$7.2M	—	—	—
Benjamin Edwards Inc	N/A	—	76,550	-76,550	-100%	$6.9M	—	—	—
Wells Fargo & Company	N/A	—	70,587	-70,587	-100%	$6.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	54,319	-54,319	-100%	$4.9M	—	—	—
VestGen Investment Management	N/A	—	42,559	-42,559	-100%	$3.8M	—	—	—
CVA Family Office, LLC	N/A	—	41,003	-41,003	-100%	$3.7M	—	—	—
Raymond James Financial Inc	N/A	—	35,203	-35,203	-100%	$3.2M	—	—	—
Horizon Bancorp Inc	N/A	—	34,050	-34,050	-100%	$3.1M	—	—	—
Tiaa Trust, National Association	N/A	—	33,896	-33,896	-100%	$3.0M	—	—	—
JPMorgan Chase & Co	N/A	—	33,325	-33,325	-100%	$3.0M	—	—	—
Royal Bank of Canada	N/A	—	33,156	-33,156	-100%	$3.0M	—	—	—
First Foundation Advisors	N/A	—	30,618	-30,618	-100%	$2.8M	—	—	—
Bienville Capital Management, LLC	N/A	—	30,220	-30,220	-100%	$2.7M	—	—	—
GTS Securities LLC	N/A	—	22,498	-22,498	-100%	$2.0M	—	—	—
HM Payson & Co	N/A	—	22,215	-22,215	-100%	$2.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	19,847	-19,847	-100%	$1.8M	—	—	—
Bessemer Group Inc	N/A	—	17,709	-17,709	-100%	$1.6M	—	—	—
Commerce Bank	N/A	—	17,557	-17,557	-100%	$1.6M	—	—	—
Bank of Montreal	N/A	—	16,647	-16,647	-100%	$1.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	15,298	-15,298	-100%	$1.4M	—	—	—
Cetera Investment Advisers	N/A	—	13,879	-13,879	-100%	$1.2M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	13,466	-13,466	-100%	$1.2M	—	—	—
FMR LLC	N/A	—	12,564	-12,564	-100%	$1.1M	—	—	—
Cedar Wealth Management, LLC	N/A	—	9,967	-9,967	-100%	$896.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	9,874	-9,874	-100%	$887.9K	—	—	—
Horizon Family Wealth, Inc.	N/A	—	9,658	-9,658	-100%	$868.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	9,188	-9,188	-100%	$811.9K	—	—	—
MAI Capital Management	N/A	—	7,843	-7,843	-100%	$705.2K	—	—	—
Quantinno Capital Management LP	N/A	—	7,597	-7,597	-100%	$683.1K	—	—	—
Pacific SUN Financial Corp	N/A	—	7,555	-7,555	-100%	$679.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	7,373	-7,373	-100%	$663.0K	—	—	—
Corsicana & Co.	N/A	—	7,362	-7,362	-100%	$662.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,109	-7,109	-100%	$639.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,840	-6,840	-100%	$615.1K	—	—	—
McGinn Penninger Investment Management, Inc.	N/A	—	6,802	-6,802	-100%	$612.0K	—	—	—
One Capital Management, LLC	N/A	—	6,730	-6,730	-100%	$532.3K	—	—	—
West Michigan Advisors, LLC	N/A	—	6,655	-6,655	-100%	$598.4K	—	—	—
Flow Traders U.S. LLC	N/A	—	6,483	-6,483	-100%	$583.0K	—	—	—
Emerald Investment Advisers, LLC	N/A	—	6,185	-6,185	-100%	$555.3K	—	—	—
Ameriprise Financial Inc	N/A	—	5,418	-5,418	-100%	$487.2K	—	—	—
Captrust Financial Advisors	N/A	—	4,856	-4,856	-100%	$436.7K	—	—	—
EP Wealth Advisors, LLC	N/A	—	4,823	-4,823	-100%	$433.7K	—	—	—
Cozad Asset Management Inc	N/A	—	4,640	-4,640	-100%	$417.2K	—	—	—
Johnson Financial Group, Inc.	N/A	—	4,500	-4,500	-100%	$404.6K	—	—	—
HighTower Advisors, LLC	N/A	—	4,373	-4,373	-100%	$393.3K	—	—	—
Mariner, LLC	N/A	—	4,186	-4,186	-100%	$376.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,909	-3,909	-100%	$351.5K	—	—	—
Jane Street Group, LLC	N/A	—	3,601	-3,601	-100%	$323.8K	—	—	—
Glenmede Trust Co NA	N/A	—	3,500	-3,500	-100%	$314.7K	—	—	—
Private Advisor Group, LLC	N/A	—	3,491	-3,491	-100%	$313.9K	—	—	—
Advisory Services Network, LLC	N/A	—	3,489	-3,489	-100%	$313.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,336	-3,336	-100%	$300.0K	—	—	—
Mutual Advisors, LLC	N/A	—	3,336	-3,336	-100%	$300.0K	—	—	—
Kiley Juergens Wealth Management, LLC	N/A	—	3,327	-3,327	-100%	$299.2K	—	—	—
Bluespring Wealth Management, LLC	N/A	—	3,325	-3,325	-100%	$299.0K	—	—	—
Vienna Asset Management LLC	N/A	—	3,290	-3,290	-100%	$295.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	3,287	-3,287	-100%	$295.6K	—	—	—
City National Bank of Florida	N/A	—	3,222	-3,222	-100%	$289.7K	—	—	—
Westmount Partners, LLC	N/A	—	3,213	-3,213	-100%	$288.9K	—	—	—
Empire Financial Management Company, LLC	N/A	—	2,965	-2,965	-100%	$266.6K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	2,813	-2,813	-100%	$253.0K	—	—	—
Stifel Financial Corp	N/A	—	2,739	-2,739	-100%	$246.3K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	2,660	-2,660	-100%	$239.2K	—	—	—
Betterment LLC	N/A	—	2,628	-2,628	-100%	$236.0K	—	—	—
Chaney Capital Management, Inc.	N/A	—	2,543	-2,543	-100%	$228.7K	—	—	—
Cerity Partners LLC	N/A	—	2,295	-2,295	-100%	$206.4K	—	—	—
PFG Investments, LLC	N/A	—	2,289	-2,289	-100%	$205.8K	—	—	—
Cambient Family Office, LLC	N/A	—	2,087	-2,087	-100%	$187.7K	—	—	—
Cheviot Value Management, LLC	N/A	—	1,762	-1,762	-100%	$158.4K	—	—	—
Harbour Investments, Inc.	N/A	—	826	-826	-100%	$74.3K	—	—	—
Hollencrest Capital Management	N/A	—	790	-790	-100%	$71.0K	—	—	—
Seneschal Advisors, LLC	N/A	—	681	-681	-100%	$61.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	500	-500	-100%	$45.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	445	-445	-100%	$40.0K	—	—	—
Highland Investment Advisors LLC	N/A	—	397	-397	-100%	$35.7K	—	—	—
Qube Research & Technologies Ltd	N/A	—	134	-134	-100%	$12.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	126	-126	-100%	$11.3K	—	—	—
Blair William & Co	N/A	—	124	-124	-100%	$11.2K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	100	-100	-100%	$9.0K	—	—	—
Anchor Investment Management, LLC	N/A	—	86	-86	-100%	$7.7K	—	—	—
AE Wealth Management LLC	N/A	—	38	-38	-100%	$3.4K	—	—	—

Showing 192 of 192 institutions