Vaneck Short Muni ETF (SMB)

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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Allworth Financial LP

INCREASED

Shares2,437,066 from 2,276,569

Change+160,497 (+7%)

Value$42.3M (+$2.8M)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares674,786 from 595,415

Change+79,371 (+13%)

Value$11.4M (+$1.1M)

Filed 2026-11-06

Savant Capital, LLC

DECREASED

Shares279,652 from 597,809

Change-318,157 (-53%)

Value$4.7M (-$5.6M)

Filed 2026-11-06

MY Wealth Management Inc.

INCREASED

Shares263,475 from 258,905

Change+4,570 (+2%)

Value$4.5M (-$34.0K)

Filed 2026-10-21

Condor Capital Management

INCREASED

Shares235,826 from 228,497

Change+7,329 (+3%)

Value$4.0M (+$25.8K)

Filed 2026-11-06

Willis Johnson Wealth, Inc.

DECREASED

Shares198,172 from 204,147

Change-5,975 (-3%)

Value$3.4M (-$188.9K)

Filed 2026-11-03

Independent Financial Group, LLC

INCREASED

Shares197,140 from 185,432

Change+11,708 (+6%)

Value$3.3M (+$118.4K)

Filed 2026-10-13

IMPACTfolio, LLC

INCREASED

Shares178,684 from 174,525

Change+4,159 (+2%)

Value$3.0M (-$4.7K)

Filed 2026-10-28

Gradient Investments LLC

DECREASED

Shares133,993 from 135,162

Change-1,169 (-1%)

Value$2.3M (-$77.9K)

Filed 2026-10-08

Valeo Financial Advisors, LLC

DECREASED

Shares131,379 from 134,006

Change-2,627 (-2%)

Value$2.2M (-$102.1K)

Filed 2026-10-08

Ascent Group, LLC

INCREASED

Shares111,478 from 65,349

Change+46,129 (+71%)

Value$1.9M (+$752.4K)

Filed 2026-10-30

Foronjy Financial LLC

INCREASED

Shares89,871 from 43,125

Change+46,746 (+108%)

Value$1.5M (+$772.4K)

Filed 2026-10-14

Westside Investment Management, Inc.

INCREASED

Shares74,926 from 74,357

Change+569 (+1%)

Value$1.3M (-$22.3K)

Filed 2026-11-02

Fifth Third Bancorp

INCREASED

Shares45,565 from 44,807

Change+758 (+2%)

Value$771.0K (-$6.4K)

Filed 2026-11-05

Thrivent Financial for Lutherans

INCREASED

Shares36,184 from 26,827

Change+9,357 (+35%)

Value$612 (-$464.4K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

DECREASED

Shares36,145 from 38,483

Change-2,338 (-6%)

Value$611.6K (-$56.1K)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares32,060 from 32,060

Change0 (0%)

Value$542.5K (-$13.8K)

Filed 2026-10-20

Orba Wealth Advisors, L.L.C.

INCREASED

Shares30,556 from 30,023

Change+533 (+2%)

Value$517.0K (-$3.9K)

Filed 2026-10-23

Stronghold Wealth Management L.L.C.

DECREASED

Shares29,685 from 30,072

Change-387 (-1%)

Value$502.3K (-$19.5K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares26,895 from 11,327

Change+15,568 (+137%)

Value$455.1K (+$259.4K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares22,944 from 20,982

Change+1,962 (+9%)

Value$388.2K (+$24.2K)

Filed 2026-11-02

Diversified Portfolios, Inc.

UNCHANGED

Shares22,429 from 22,429

Change0 (0%)

Value$379.5K (-$9.6K)

Filed 2026-11-04

Capital Asset Advisory Services LLC

INCREASED

Shares21,900 from 21,400

Change+500 (+2%)

Value$378.0K (+$6.7K)

Filed 2026-10-30

Juncture Wealth Strategies, LLC

DECREASED

Shares20,396 from 20,463

Change-67 (0%)

Value$345.1K (-$9.9K)

Filed 2026-10-06

Vaquero Private Wealth, LTD

NEW

Shares20,168

Change+20,168

Value$341.2K

Filed 2026-10-27

Commonwealth Equity Services, LLC

DECREASED

Shares19,177 from 19,982

Change-805 (-4%)

Value$324.5K (-$22.2K)

Filed 2026-11-02

RFG Advisory, LLC

INCREASED

Shares17,292 from 14,109

Change+3,183 (+23%)

Value$292.6K (+$47.8K)

Filed 2026-11-03

Private Client Services, LLC

UNCHANGED

Shares14,132 from 14,132

Change0 (0%)

Value$239.1K (-$6.1K)

Filed 2026-10-02

Truist Financial Corp

NEW

Shares13,234

Change+13,234

Value$223.9K

Filed 2026-10-30

Concurrent Investment Advisors, LLC

INCREASED

Shares12,538 from 12,385

Change+153 (+1%)

Value$212.1K (-$2.7K)

Filed 2026-10-16

Vicus Capital

INCREASED

Shares11,931 from 11,907

Change+24 (+0%)

Value$201.9K (-$4.7K)

Filed 2026-11-05

M Holdings Securities, Inc.

UNCHANGED

Shares11,854 from 11,854

Change0 (0%)

Value$203 (-$205.8K)

Filed 2026-11-03

Trilogy Capital Inc.

UNCHANGED

Shares11,600 from 11,600

Change0 (0%)

Value$196.3K (-$5.0K)

Filed 2026-10-20

Meridian Wealth Management, LLC

NEW

Shares11,348

Change+11,348

Value$192.0K

Filed 2026-11-05

Elser Financial Planning, Inc

NEW

Shares10,451

Change+10,451

Value$176.8K

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

NEW

Shares10,003

Change+10,003

Value$169

Filed 2026-11-02

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares9,791 from 9,791

Change0 (0%)

Value$165.7K (-$4.2K)

Filed 2026-10-15

Evermay Wealth Management LLC

UNCHANGED

Shares9,472 from 9,472

Change0 (0%)

Value$160.3K (-$4.1K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$118.4K (-$3.0K)

Filed 2026-10-16

Phillip James Consulting Co.

NEW

Shares3,754

Change+3,754

Value$63.5K

Filed 2026-11-03

Farther Finance Advisors, LLC

UNCHANGED

Shares3,428 from 3,428

Change0 (0%)

Value$58.0K (-$1.5K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares3,253 from 2,765

Change+488 (+18%)

Value$55.0K (+$7.1K)

Filed 2026-11-04

Versant Capital Management, Inc

DECREASED

Shares1,863 from 2,411

Change-548 (-23%)

Value$31.5K (-$10.3K)

Filed 2026-10-02

Valley Wealth Managers, Inc.

NEW

Shares602

Change+602

Value$10.2K

Filed 2026-10-09

Nfsg Corp

UNCHANGED

Shares333 from 333

Change0 (0%)

Value$5.6K (-$144)

Filed 2026-10-15

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares323 from 323

Change0 (0%)

Value$5.5K (-$139)

Filed 2026-10-05

PNC Financial Services Group, Inc.

UNCHANGED

Shares246 from 246

Change0 (0%)

Value$4.2K (-$106)

Filed 2026-11-06

Rossby Financial, LCC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$778 (-$20)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$728 (-$18)

Filed 2026-11-05

WPG Advisers, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$423 (-$11)

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$34 (-$1)

Filed 2026-10-08

Merit Financial Group, LLC

CLOSED

Shares0 from 37,040

Change-37,040 (-100%)

Value$0 (-$642.6K)

Filed 2026-11-06

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 21,400

Change-21,400 (-100%)

Value$0 (-$371.3K)

Filed 2026-10-21

Detalus Advisors, LLC

CLOSED

Shares0 from 11,407

Change-11,407 (-100%)

Value$0 (-$197.9K)

Filed 2026-10-15

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,450

Change-2,450 (-100%)

Value$0 (-$42.4K)

Filed 2026-11-02

Tucker Asset Management LLC

CLOSED

Shares0 from 1,181

Change-1,181 (-100%)

Value$0 (-$20.5K)

Filed 2026-10-29

US Bancorp \de\

CLOSED

Shares0 from 686

Change-686 (-100%)

Value$0 (-$11.9K)

Filed 2026-11-05

Bank of America Corp

N/A

Shares— from 1,541,824

Change-1,541,824 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 867,464

Change-867,464 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 811,871

Change-811,871 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 718,190

Change-718,190 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 589,883

Change-589,883 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 458,149

Change-458,149 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 390,628

Change-390,628 (-100%)

Value—

UBS Group AG

N/A

Shares— from 352,364

Change-352,364 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 270,992

Change-270,992 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 239,576

Change-239,576 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 208,000

Change-208,000 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 146,268

Change-146,268 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 130,814

Change-130,814 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 103,767

Change-103,767 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 100,520

Change-100,520 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 93,383

Change-93,383 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 90,266

Change-90,266 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 65,073

Change-65,073 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 64,721

Change-64,721 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 64,434

Change-64,434 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 51,618

Change-51,618 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 50,682

Change-50,682 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 48,426

Change-48,426 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 48,233

Change-48,233 (-100%)

Value—

L2 Asset Management, LLC

N/A

Shares— from 47,705

Change-47,705 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 40,103

Change-40,103 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 38,414

Change-38,414 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 37,687

Change-37,687 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 36,552

Change-36,552 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 31,000

Change-31,000 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 29,371

Change-29,371 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 27,638

Change-27,638 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 26,263

Change-26,263 (-100%)

Value—

Liberty Square Wealth Partners LLC

N/A

Shares— from 21,764

Change-21,764 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 21,587

Change-21,587 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 19,299

Change-19,299 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 18,463

Change-18,463 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 17,044

Change-17,044 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,345

Change-14,345 (-100%)

Value—

Boston Family Office LLC

N/A

Shares— from 13,896

Change-13,896 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,882

Change-13,882 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 12,187

Change-12,187 (-100%)

Value—

One Wealth Map LLC

N/A

Shares— from 11,591

Change-11,591 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 11,048

Change-11,048 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,918

Change-6,918 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 5,971

Change-5,971 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 2,730

Change-2,730 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,003

Change-2,003 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 862

Change-862 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 785

Change-785 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 650

Change-650 (-100%)

Value—

Blair William & Co

N/A

Shares— from 609

Change-609 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 523

Change-523 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 27

Change-27 (-100%)

Value—

	Status
Allworth Financial LP	INCREASED	2,437,066	2,276,569	+160,497	+7%	$39.5M	$42.3M	+$2.8M	2026-11-06
LPL Financial LLC	INCREASED	674,786	595,415	+79,371	+13%	$10.3M	$11.4M	+$1.1M	2026-11-06
Savant Capital, LLC	DECREASED	279,652	597,809	-318,157	-53%	$10.4M	$4.7M	-$5.6M	2026-11-06
MY Wealth Management Inc.	INCREASED	263,475	258,905	+4,570	+2%	$4.5M	$4.5M	-$34.0K	2026-10-21
Condor Capital Management	INCREASED	235,826	228,497	+7,329	+3%	$4.0M	$4.0M	+$25.8K	2026-11-06
Willis Johnson Wealth, Inc.	DECREASED	198,172	204,147	-5,975	-3%	$3.5M	$3.4M	-$188.9K	2026-11-03
Independent Financial Group, LLC	INCREASED	197,140	185,432	+11,708	+6%	$3.2M	$3.3M	+$118.4K	2026-10-13
IMPACTfolio, LLC	INCREASED	178,684	174,525	+4,159	+2%	$3.0M	$3.0M	-$4.7K	2026-10-28
Gradient Investments LLC	DECREASED	133,993	135,162	-1,169	-1%	$2.3M	$2.3M	-$77.9K	2026-10-08
Valeo Financial Advisors, LLC	DECREASED	131,379	134,006	-2,627	-2%	$2.3M	$2.2M	-$102.1K	2026-10-08
Ascent Group, LLC	INCREASED	111,478	65,349	+46,129	+71%	$1.1M	$1.9M	+$752.4K	2026-10-30
Foronjy Financial LLC	INCREASED	89,871	43,125	+46,746	+108%	$748.2K	$1.5M	+$772.4K	2026-10-14
Westside Investment Management, Inc.	INCREASED	74,926	74,357	+569	+1%	$1.3M	$1.3M	-$22.3K	2026-11-02
Fifth Third Bancorp	INCREASED	45,565	44,807	+758	+2%	$777.4K	$771.0K	-$6.4K	2026-11-05
Thrivent Financial for Lutherans	INCREASED	36,184	26,827	+9,357	+35%	$465.0K	$612	-$464.4K	2026-11-05
J.W. Cole Advisors, Inc.	DECREASED	36,145	38,483	-2,338	-6%	$667.7K	$611.6K	-$56.1K	2026-11-05
Private Trust Co NA	UNCHANGED	32,060	32,060	0	0%	$556.2K	$542.5K	-$13.8K	2026-10-20
Orba Wealth Advisors, L.L.C.	INCREASED	30,556	30,023	+533	+2%	$520.9K	$517.0K	-$3.9K	2026-10-23
Stronghold Wealth Management L.L.C.	DECREASED	29,685	30,072	-387	-1%	$521.7K	$502.3K	-$19.5K	2026-10-16
Wealth Enhancement Advisory Services, LLC	INCREASED	26,895	11,327	+15,568	+137%	$195.6K	$455.1K	+$259.4K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	22,944	20,982	+1,962	+9%	$364.0K	$388.2K	+$24.2K	2026-11-02
Diversified Portfolios, Inc.	UNCHANGED	22,429	22,429	0	0%	$389.1K	$379.5K	-$9.6K	2026-11-04
Capital Asset Advisory Services LLC	INCREASED	21,900	21,400	+500	+2%	$371.3K	$378.0K	+$6.7K	2026-10-30
Juncture Wealth Strategies, LLC	DECREASED	20,396	20,463	-67	0%	$355.0K	$345.1K	-$9.9K	2026-10-06
Vaquero Private Wealth, LTD	NEW	20,168	—	+20,168	—	—	$341.2K	—	2026-10-27
Commonwealth Equity Services, LLC	DECREASED	19,177	19,982	-805	-4%	$346.7K	$324.5K	-$22.2K	2026-11-02
RFG Advisory, LLC	INCREASED	17,292	14,109	+3,183	+23%	$244.8K	$292.6K	+$47.8K	2026-11-03
Private Client Services, LLC	UNCHANGED	14,132	14,132	0	0%	$245.2K	$239.1K	-$6.1K	2026-10-02
Truist Financial Corp	NEW	13,234	—	+13,234	—	—	$223.9K	—	2026-10-30
Concurrent Investment Advisors, LLC	INCREASED	12,538	12,385	+153	+1%	$214.9K	$212.1K	-$2.7K	2026-10-16
Vicus Capital	INCREASED	11,931	11,907	+24	+0%	$206.6K	$201.9K	-$4.7K	2026-11-05
M Holdings Securities, Inc.	UNCHANGED	11,854	11,854	0	0%	$206.0K	$203	-$205.8K	2026-11-03
Trilogy Capital Inc.	UNCHANGED	11,600	11,600	0	0%	$201.3K	$196.3K	-$5.0K	2026-10-20
Meridian Wealth Management, LLC	NEW	11,348	—	+11,348	—	—	$192.0K	—	2026-11-05
Elser Financial Planning, Inc	NEW	10,451	—	+10,451	—	—	$176.8K	—	2026-10-16
Cambridge Investment Research Advisors, Inc.	NEW	10,003	—	+10,003	—	—	$169	—	2026-11-02
Cherry Tree Wealth Management, LLC	UNCHANGED	9,791	9,791	0	0%	$169.9K	$165.7K	-$4.2K	2026-10-15
Evermay Wealth Management LLC	UNCHANGED	9,472	9,472	0	0%	$164.3K	$160.3K	-$4.1K	2026-11-05
IFP Advisors, Inc	UNCHANGED	7,000	7,000	0	0%	$121.5K	$118.4K	-$3.0K	2026-10-16
Phillip James Consulting Co.	NEW	3,754	—	+3,754	—	—	$63.5K	—	2026-11-03
Farther Finance Advisors, LLC	UNCHANGED	3,428	3,428	0	0%	$59.5K	$58.0K	-$1.5K	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	3,253	2,765	+488	+18%	$48.0K	$55.0K	+$7.1K	2026-11-04
Versant Capital Management, Inc	DECREASED	1,863	2,411	-548	-23%	$41.8K	$31.5K	-$10.3K	2026-10-02
Valley Wealth Managers, Inc.	NEW	602	—	+602	—	—	$10.2K	—	2026-10-09
Nfsg Corp	UNCHANGED	333	333	0	0%	$5.8K	$5.6K	-$144	2026-10-15
MassMutual Private Wealth & Trust, FSB	UNCHANGED	323	323	0	0%	$5.6K	$5.5K	-$139	2026-10-05
PNC Financial Services Group, Inc.	UNCHANGED	246	246	0	0%	$4.3K	$4.2K	-$106	2026-11-06
Rossby Financial, LCC	UNCHANGED	46	46	0	0%	$798	$778	-$20	2026-11-05
Silver Grove Financial Group, Inc.	UNCHANGED	43	43	0	0%	$746	$728	-$18	2026-11-05
WPG Advisers, LLC	UNCHANGED	25	25	0	0%	$434	$423	-$11	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	2	2	0	0%	$35	$34	-$1	2026-10-08
Merit Financial Group, LLC	CLOSED	0	37,040	-37,040	-100%	$642.6K	$0	-$642.6K	2026-11-06
Axxcess Wealth Management, LLC	CLOSED	0	21,400	-21,400	-100%	$371.3K	$0	-$371.3K	2026-10-21
Detalus Advisors, LLC	CLOSED	0	11,407	-11,407	-100%	$197.9K	$0	-$197.9K	2026-10-15
International Assets Investment Management, LLC	CLOSED	0	2,450	-2,450	-100%	$42.4K	$0	-$42.4K	2026-11-02
Tucker Asset Management LLC	CLOSED	0	1,181	-1,181	-100%	$20.5K	$0	-$20.5K	2026-10-29
US Bancorp \de\	CLOSED	0	686	-686	-100%	$11.9K	$0	-$11.9K	2026-11-05
Bank of America Corp	N/A	—	1,541,824	-1,541,824	-100%	$26.8M	—	—	—
Morgan Stanley	N/A	—	867,464	-867,464	-100%	$15.1M	—	—	—
Raymond James Financial Inc	N/A	—	811,871	-811,871	-100%	$14.1M	—	—	—
JPMorgan Chase & Co	N/A	—	718,190	-718,190	-100%	$12.5M	—	—	—
Wells Fargo & Company	N/A	—	589,883	-589,883	-100%	$10.2M	—	—	—
Stifel Financial Corp	N/A	—	458,149	-458,149	-100%	$7.9M	—	—	—
Ameriprise Financial Inc	N/A	—	390,628	-390,628	-100%	$6.8M	—	—	—
UBS Group AG	N/A	—	352,364	-352,364	-100%	$6.1M	—	—	—
SEI Investments Co	N/A	—	270,992	-270,992	-100%	$4.7M	—	—	—
Cerity Partners LLC	N/A	—	239,576	-239,576	-100%	$4.2M	—	—	—
Nicolet Bankshares Inc	N/A	—	208,000	-208,000	-100%	$3.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	146,268	-146,268	-100%	$2.5M	—	—	—
MML Investors Services, LLC	N/A	—	130,814	-130,814	-100%	$2.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	103,767	-103,767	-100%	$1.8M	—	—	—
Sanctuary Advisors, LLC	N/A	—	100,520	-100,520	-100%	$1.7M	—	—	—
Prosperity Consulting Group, LLC	N/A	—	93,383	-93,383	-100%	$1.6M	—	—	—
Private Advisor Group, LLC	N/A	—	90,266	-90,266	-100%	$1.6M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	65,073	-65,073	-100%	$1.1M	—	—	—
Elequin Capital, LP	N/A	—	64,721	-64,721	-100%	$1.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	64,434	-64,434	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	51,618	-51,618	-100%	$895.6K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	50,682	-50,682	-100%	$879.3K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	48,426	-48,426	-100%	$840.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	48,233	-48,233	-100%	$836.8K	—	—	—
L2 Asset Management, LLC	N/A	—	47,705	-47,705	-100%	$827.7K	—	—	—
HighTower Advisors, LLC	N/A	—	40,103	-40,103	-100%	$695.8K	—	—	—
Arkadios Wealth Advisors	N/A	—	38,414	-38,414	-100%	$666.5K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	37,687	-37,687	-100%	$653.9K	—	—	—
Composition Wealth, LLC	N/A	—	36,552	-36,552	-100%	$634.2K	—	—	—
Cetera Investment Advisers	N/A	—	31,000	-31,000	-100%	$537.8K	—	—	—
Mariner, LLC	N/A	—	29,371	-29,371	-100%	$509.6K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	27,638	-27,638	-100%	$479.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	26,263	-26,263	-100%	$455.7K	—	—	—
Liberty Square Wealth Partners LLC	N/A	—	21,764	-21,764	-100%	$377.6K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	21,587	-21,587	-100%	$374.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	19,299	-19,299	-100%	$334.8K	—	—	—
One Capital Management, LLC	N/A	—	18,463	-18,463	-100%	$319.4K	—	—	—
Natixis Advisors, LLC	N/A	—	17,044	-17,044	-100%	$295.0K	—	—	—
Citadel Advisors LLC	N/A	—	14,345	-14,345	-100%	$248.9K	—	—	—
Boston Family Office LLC	N/A	—	13,896	-13,896	-100%	$241.0K	—	—	—
Royal Bank of Canada	N/A	—	13,882	-13,882	-100%	$241.0K	—	—	—
PFG Investments, LLC	N/A	—	12,187	-12,187	-100%	$211.4K	—	—	—
One Wealth Map LLC	N/A	—	11,591	-11,591	-100%	$199.9K	—	—	—
Berger Financial Group, Inc	N/A	—	11,048	-11,048	-100%	$191.7K	—	—	—
FMR LLC	N/A	—	6,918	-6,918	-100%	$120.0K	—	—	—
AE Wealth Management LLC	N/A	—	5,971	-5,971	-100%	$103.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	5,000	-5,000	-100%	$86.8K	—	—	—
Ancora Advisors LLCA	N/A	—	2,730	-2,730	-100%	$47.4K	—	—	—
Harbour Investments, Inc.	N/A	—	2,003	-2,003	-100%	$34.8K	—	—	—
Anchor Investment Management, LLC	N/A	—	2,000	-2,000	-100%	$34.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	862	-862	-100%	$15.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	785	-785	-100%	$13.6K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	650	-650	-100%	$11.3K	—	—	—
Blair William & Co	N/A	—	609	-609	-100%	$10.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	523	-523	-100%	$9.1K	—	—	—
Ameriflex Group, Inc.	N/A	—	27	-27	-100%	$468	—	—	—

Showing 113 of 113 institutions