Vaneck Biotech ETF (BBH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

LPL Financial LLC

INCREASED

Shares32,413 from 30,131

Change+2,282 (+8%)

Value$7.9M (+$1.8M)

Filed 2026-11-06

Paragon Private Wealth Management, LLC

INCREASED

Shares17,409 from 13,916

Change+3,493 (+25%)

Value$4.3M (+$1.4M)

Filed 2026-10-20

Altfest L J & Co Inc

INCREASED

Shares8,753 from 8,706

Change+47 (+1%)

Value$2.1M (+$371.4K)

Filed 2026-10-27

Institute for Wealth Management, Llc.

DECREASED

Shares7,427 from 7,439

Change-12 (0%)

Value$1.8M (+$304.6K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares4,126 from 11,022

Change-6,896 (-63%)

Value$1.0M (-$1.2M)

Filed 2026-11-02

PNC Financial Services Group, Inc.

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$978.3K (+$165.4K)

Filed 2026-11-06

Aspiriant, LLC

UNCHANGED

Shares3,347 from 3,347

Change0 (0%)

Value$818.6K (+$138.4K)

Filed 2026-10-16

Kestra Advisory Services, LLC

UNCHANGED

Shares3,222 from 3,222

Change0 (0%)

Value$788.1K (+$133.2K)

Filed 2026-11-02

Indivisible Partners

NEW

Shares2,685

Change+2,685

Value$656.7K

Filed 2026-10-26

Flagship Harbor Advisors, LLC

DECREASED

Shares2,279 from 2,509

Change-230 (-9%)

Value$557.4K (+$47.5K)

Filed 2026-10-26

Moors & Cabot, Inc.

NEW

Shares2,205

Change+2,205

Value$539.3K

Filed 2026-11-06

Williams Jones Wealth Management, Llc.

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$489.2K (+$82.7K)

Filed 2026-11-05

Blue Fin Capital, Inc.

UNCHANGED

Shares1,544 from 1,544

Change0 (0%)

Value$377.6K (+$63.8K)

Filed 2026-10-28

Hummer Financial Advisory Services Inc

UNCHANGED

Shares1,410 from 1,410

Change0 (0%)

Value$344.9K (+$58.3K)

Filed 2026-10-09

Value Investment Professionals, LLC

UNCHANGED

Shares1,361 from 1,361

Change0 (0%)

Value$332.9K (+$56.3K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

NEW

Shares1,309

Change+1,309

Value$306.3K

Filed 2026-10-13

Cyndeo Wealth Partners, LLC

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$317.9K (+$53.7K)

Filed 2026-10-16

Creative Planning

UNCHANGED

Shares1,263 from 1,263

Change0 (0%)

Value$308.9K (+$52.2K)

Filed 2026-11-02

Plan A Wealth LLC

DECREASED

Shares1,197 from 1,360

Change-163 (-12%)

Value$292.9K (+$16.4K)

Filed 2026-10-08

Robertson Stephens Wealth Management, LLC

UNCHANGED

Shares1,127 from 1,127

Change0 (0%)

Value$275.7K (+$46.6K)

Filed 2026-10-16

Philadelphia Trust Co

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$269 (-$223.7K)

Filed 2026-11-05

Howard Wealth Management, LLC

UNCHANGED

Shares1,006 from 1,006

Change0 (0%)

Value$246.0K (+$41.6K)

Filed 2026-10-28

Focus Financial Network, Inc.

DECREASED

Shares982 from 1,087

Change-105 (-10%)

Value$240.2K (+$19.3K)

Filed 2026-10-14

Reynders McVeigh Capital Management, LLC

NEW

Shares950

Change+950

Value$232.3K

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares907 from 1,337

Change-430 (-32%)

Value$222 (-$271.8K)

Filed 2026-11-02

UMB Bank, n.a.

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$220.1K (+$37.2K)

Filed 2026-11-06

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$195.7K (+$33.1K)

Filed 2026-10-23

Fifth Third Bancorp

UNCHANGED

Shares675 from 675

Change0 (0%)

Value$165.1K (+$27.9K)

Filed 2026-11-05

Belvedere Trading LLC

DECREASED

Shares550 from 1,112

Change-562 (-51%)

Value$134.5K (-$91.5K)

Filed 2026-11-05

BigSur Wealth Management LLC

NEW

Shares516

Change+516

Value$126.2K

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares503 from 486

Change+17 (+4%)

Value$123.0K (+$24.2K)

Filed 2026-10-08

Allworth Financial LP

INCREASED

Shares426 from 120

Change+306 (+255%)

Value$86.5K (+$62.2K)

Filed 2026-11-06

LFA - Lugano Financial Advisors SA

UNCHANGED

Shares310 from 310

Change0 (0%)

Value$75.8K (+$12.8K)

Filed 2026-11-03

SBI Securities Co., Ltd.

DECREASED

Shares301 from 305

Change-4 (-1%)

Value$73.6K (+$11.6K)

Filed 2026-10-22

Manchester Capital Management LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$73.7K (+$12.7K)

Filed 2026-10-22

North Star Investment Management Corp.

UNCHANGED

Shares204 from 204

Change0 (0%)

Value$50.0K (+$8.4K)

Filed 2026-10-27

Caldwell Trust Co

UNCHANGED

Shares192 from 192

Change0 (0%)

Value$47.0K (+$7.9K)

Filed 2026-10-30

Coastline Trust Co

UNCHANGED

Shares190 from 190

Change0 (0%)

Value$46.5K (+$7.9K)

Filed 2026-10-01

CoreCap Advisors, LLC

UNCHANGED

Shares190 from 190

Change0 (0%)

Value$46.5K (+$7.9K)

Filed 2026-10-08

Financial Perspectives, Inc

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$21.5K (+$3.6K)

Filed 2026-11-03

Larson Financial Group LLC

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$17.1K (+$2.9K)

Filed 2026-11-05

Biltmore Family Office, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$12.2K (+$2.1K)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares42

Change+42

Value$10.3K

Filed 2026-10-30

IFP Advisors, Inc

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$9.8K (+$1.7K)

Filed 2026-10-16

Pacifica Partners Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$6.0K (+$684)

Filed 2026-10-09

Triumph Capital Management

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$2.0K (+$331)

Filed 2026-10-14

Citigroup Inc

DECREASED

Shares1 from 199

Change-198 (-99%)

Value$245 (-$40.2K)

Filed 2026-11-04

GFS Advisors, LLC

CLOSED

Shares0 from 46,965

Change-46,965 (-100%)

Value$0 (-$7.1K)

Filed 2026-11-03

Simplex Trading, LLC

CLOSED

Shares0 from 169

Change-169 (-100%)

Value$0 (-$34.3K)

Filed 2026-11-04

Founders Capital Management

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$20.3K)

Filed 2026-10-13

AdvisorNet Financial, Inc

CLOSED

Shares0 from 32

Change-32 (-100%)

Value$0 (-$6.5K)

Filed 2026-10-15

Goldman Sachs Group Inc

N/A

Shares— from 102,020

Change-102,020 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 65,619

Change-65,619 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 60,196

Change-60,196 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 39,574

Change-39,574 (-100%)

Value—

Miller Investment Management, LP

N/A

Shares— from 38,226

Change-38,226 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 33,244

Change-33,244 (-100%)

Value—

Conservest Capital Advisors, Inc.

N/A

Shares— from 19,765

Change-19,765 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 16,260

Change-16,260 (-100%)

Value—

UBS Group AG

N/A

Shares— from 15,809

Change-15,809 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,403

Change-13,403 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 11,862

Change-11,862 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 7,435

Change-7,435 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 6,588

Change-6,588 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,545

Change-6,545 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 6,485

Change-6,485 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 5,984

Change-5,984 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 5,600

Change-5,600 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 5,543

Change-5,543 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 5,463

Change-5,463 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,239

Change-5,239 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 4,958

Change-4,958 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,958

Change-4,958 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,591

Change-4,591 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,460

Change-4,460 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 3,998

Change-3,998 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,932

Change-3,932 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 3,696

Change-3,696 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,040

Change-3,040 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 2,522

Change-2,522 (-100%)

Value—

Aspen Grove Capital, LLC

N/A

Shares— from 2,522

Change-2,522 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,951

Change-1,951 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 1,950

Change-1,950 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,650

Change-1,650 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,603

Change-1,603 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,477

Change-1,477 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 1,445

Change-1,445 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 1,437

Change-1,437 (-100%)

Value—

Commerce Bank

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 1,150

Change-1,150 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 1,143

Change-1,143 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,006

Change-1,006 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 880

Change-880 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 702

Change-702 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 700

Change-700 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 664

Change-664 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 509

Change-509 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 371

Change-371 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 287

Change-287 (-100%)

Value—

Blair William & Co

N/A

Shares— from 225

Change-225 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 220

Change-220 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 207

Change-207 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 165

Change-165 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 160

Change-160 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 154

Change-154 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 154

Change-154 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 113

Change-113 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

1 North Wealth Services LLC

N/A

Shares— from 79

Change-79 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 47

Change-47 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 13

Change-13 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	32,413	30,131	+2,282	+8%	$6.1M	$7.9M	+$1.8M	2026-11-06
Paragon Private Wealth Management, LLC	INCREASED	17,409	13,916	+3,493	+25%	$2.8M	$4.3M	+$1.4M	2026-10-20
Altfest L J & Co Inc	INCREASED	8,753	8,706	+47	+1%	$1.8M	$2.1M	+$371.4K	2026-10-27
Institute for Wealth Management, Llc.	DECREASED	7,427	7,439	-12	0%	$1.5M	$1.8M	+$304.6K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	4,126	11,022	-6,896	-63%	$2.2M	$1.0M	-$1.2M	2026-11-02
PNC Financial Services Group, Inc.	UNCHANGED	4,000	4,000	0	0%	$812.9K	$978.3K	+$165.4K	2026-11-06
Aspiriant, LLC	UNCHANGED	3,347	3,347	0	0%	$680.2K	$818.6K	+$138.4K	2026-10-16
Kestra Advisory Services, LLC	UNCHANGED	3,222	3,222	0	0%	$654.9K	$788.1K	+$133.2K	2026-11-02
Indivisible Partners	NEW	2,685	—	+2,685	—	—	$656.7K	—	2026-10-26
Flagship Harbor Advisors, LLC	DECREASED	2,279	2,509	-230	-9%	$509.9K	$557.4K	+$47.5K	2026-10-26
Moors & Cabot, Inc.	NEW	2,205	—	+2,205	—	—	$539.3K	—	2026-11-06
Williams Jones Wealth Management, Llc.	UNCHANGED	2,000	2,000	0	0%	$406.5K	$489.2K	+$82.7K	2026-11-05
Blue Fin Capital, Inc.	UNCHANGED	1,544	1,544	0	0%	$313.8K	$377.6K	+$63.8K	2026-10-28
Hummer Financial Advisory Services Inc	UNCHANGED	1,410	1,410	0	0%	$286.6K	$344.9K	+$58.3K	2026-10-09
Value Investment Professionals, LLC	UNCHANGED	1,361	1,361	0	0%	$276.6K	$332.9K	+$56.3K	2026-10-13
Wealth Enhancement Advisory Services, LLC	NEW	1,309	—	+1,309	—	—	$306.3K	—	2026-10-13
Cyndeo Wealth Partners, LLC	UNCHANGED	1,300	1,300	0	0%	$264.2K	$317.9K	+$53.7K	2026-10-16
Creative Planning	UNCHANGED	1,263	1,263	0	0%	$256.7K	$308.9K	+$52.2K	2026-11-02
Plan A Wealth LLC	DECREASED	1,197	1,360	-163	-12%	$276.4K	$292.9K	+$16.4K	2026-10-08
Robertson Stephens Wealth Management, LLC	UNCHANGED	1,127	1,127	0	0%	$229.1K	$275.7K	+$46.6K	2026-10-16
Philadelphia Trust Co	UNCHANGED	1,100	1,100	0	0%	$224.0K	$269	-$223.7K	2026-11-05
Howard Wealth Management, LLC	UNCHANGED	1,006	1,006	0	0%	$204.5K	$246.0K	+$41.6K	2026-10-28
Focus Financial Network, Inc.	DECREASED	982	1,087	-105	-10%	$220.9K	$240.2K	+$19.3K	2026-10-14
Reynders McVeigh Capital Management, LLC	NEW	950	—	+950	—	—	$232.3K	—	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	907	1,337	-430	-32%	$272.0K	$222	-$271.8K	2026-11-02
UMB Bank, n.a.	UNCHANGED	900	900	0	0%	$182.9K	$220.1K	+$37.2K	2026-11-06
Wilmington Savings Fund Society, FSB	UNCHANGED	800	800	0	0%	$162.6K	$195.7K	+$33.1K	2026-10-23
Fifth Third Bancorp	UNCHANGED	675	675	0	0%	$137.2K	$165.1K	+$27.9K	2026-11-05
Belvedere Trading LLC	DECREASED	550	1,112	-562	-51%	$226.0K	$134.5K	-$91.5K	2026-11-05
BigSur Wealth Management LLC	NEW	516	—	+516	—	—	$126.2K	—	2026-10-13
Farther Finance Advisors, LLC	INCREASED	503	486	+17	+4%	$98.8K	$123.0K	+$24.2K	2026-10-08
Allworth Financial LP	INCREASED	426	120	+306	+255%	$24.4K	$86.5K	+$62.2K	2026-11-06
LFA - Lugano Financial Advisors SA	UNCHANGED	310	310	0	0%	$63.0K	$75.8K	+$12.8K	2026-11-03
SBI Securities Co., Ltd.	DECREASED	301	305	-4	-1%	$62.0K	$73.6K	+$11.6K	2026-10-22
Manchester Capital Management LLC	UNCHANGED	300	300	0	0%	$61.0K	$73.7K	+$12.7K	2026-10-22
North Star Investment Management Corp.	UNCHANGED	204	204	0	0%	$41.5K	$50.0K	+$8.4K	2026-10-27
Caldwell Trust Co	UNCHANGED	192	192	0	0%	$39.0K	$47.0K	+$7.9K	2026-10-30
Coastline Trust Co	UNCHANGED	190	190	0	0%	$38.6K	$46.5K	+$7.9K	2026-10-01
CoreCap Advisors, LLC	UNCHANGED	190	190	0	0%	$38.6K	$46.5K	+$7.9K	2026-10-08
Financial Perspectives, Inc	UNCHANGED	88	88	0	0%	$17.9K	$21.5K	+$3.6K	2026-11-03
Larson Financial Group LLC	UNCHANGED	70	70	0	0%	$14.2K	$17.1K	+$2.9K	2026-11-05
Biltmore Family Office, LLC	UNCHANGED	50	50	0	0%	$10.2K	$12.2K	+$2.1K	2026-11-03
Provenance Wealth Advisors, LLC	NEW	42	—	+42	—	—	$10.3K	—	2026-10-30
IFP Advisors, Inc	UNCHANGED	40	40	0	0%	$8.1K	$9.8K	+$1.7K	2026-10-16
Pacifica Partners Inc.	UNCHANGED	25	25	0	0%	$5.3K	$6.0K	+$684	2026-10-09
Triumph Capital Management	UNCHANGED	8	8	0	0%	$1.6K	$2.0K	+$331	2026-10-14
Citigroup Inc	DECREASED	1	199	-198	-99%	$40.4K	$245	-$40.2K	2026-11-04
GFS Advisors, LLC	CLOSED	0	46,965	-46,965	-100%	$7.1K	$0	-$7.1K	2026-11-03
Simplex Trading, LLC	CLOSED	0	169	-169	-100%	$34.3K	$0	-$34.3K	2026-11-04
Founders Capital Management	CLOSED	0	100	-100	-100%	$20.3K	$0	-$20.3K	2026-10-13
AdvisorNet Financial, Inc	CLOSED	0	32	-32	-100%	$6.5K	$0	-$6.5K	2026-10-15
Goldman Sachs Group Inc	N/A	—	102,020	-102,020	-100%	$20.7M	—	—	—
Raymond James Financial Inc	N/A	—	65,619	-65,619	-100%	$13.3M	—	—	—
Bank of America Corp	N/A	—	60,196	-60,196	-100%	$12.2M	—	—	—
Morgan Stanley	N/A	—	39,574	-39,574	-100%	$8.0M	—	—	—
Miller Investment Management, LP	N/A	—	38,226	-38,226	-100%	$7.8M	—	—	—
Wells Fargo & Company	N/A	—	33,244	-33,244	-100%	$6.8M	—	—	—
Conservest Capital Advisors, Inc.	N/A	—	19,765	-19,765	-100%	$4.0M	—	—	—
Bleakley Financial Group, LLC	N/A	—	16,260	-16,260	-100%	$3.3M	—	—	—
UBS Group AG	N/A	—	15,809	-15,809	-100%	$3.2M	—	—	—
Royal Bank of Canada	N/A	—	13,403	-13,403	-100%	$2.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	11,862	-11,862	-100%	$2.4M	—	—	—
Stifel Financial Corp	N/A	—	7,435	-7,435	-100%	$1.5M	—	—	—
Peapack Gladstone Financial Corp	N/A	—	6,588	-6,588	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	6,545	-6,545	-100%	$1.3M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	6,485	-6,485	-100%	$1.3M	—	—	—
Wealthfront Advisers LLC	N/A	—	5,984	-5,984	-100%	$1.2M	—	—	—
Two Sigma Investments, LP	N/A	—	5,600	-5,600	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	5,543	-5,543	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	5,463	-5,463	-100%	$1.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	5,239	-5,239	-100%	$1.1M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	4,958	-4,958	-100%	$1.0M	—	—	—
Ameriprise Financial Inc	N/A	—	4,958	-4,958	-100%	$1.0M	—	—	—
HighTower Advisors, LLC	N/A	—	4,591	-4,591	-100%	$933.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	4,460	-4,460	-100%	$896.8K	—	—	—
Navis Wealth Advisors, LLC	N/A	—	3,998	-3,998	-100%	$812.6K	—	—	—
JPMorgan Chase & Co	N/A	—	3,932	-3,932	-100%	$801.1K	—	—	—
Pacific SUN Financial Corp	N/A	—	3,696	-3,696	-100%	$751.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,040	-3,040	-100%	$618.0K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	2,522	-2,522	-100%	$512.5K	—	—	—
Aspen Grove Capital, LLC	N/A	—	2,522	-2,522	-100%	$512.6K	—	—	—
Cetera Investment Advisers	N/A	—	1,951	-1,951	-100%	$396.5K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	1,950	-1,950	-100%	$396.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,650	-1,650	-100%	$335.3K	—	—	—
FMR LLC	N/A	—	1,603	-1,603	-100%	$325.9K	—	—	—
Northern Trust Corp	N/A	—	1,477	-1,477	-100%	$300.2K	—	—	—
Forum Finance Group S.A.	N/A	—	1,445	-1,445	-100%	$237	—	—	—
Banque Cantonale Vaudoise	N/A	—	1,437	-1,437	-100%	$292.0K	—	—	—
Commerce Bank	N/A	—	1,300	-1,300	-100%	$264.2K	—	—	—
Private Advisor Group, LLC	N/A	—	1,150	-1,150	-100%	$233.7K	—	—	—
Gotham Asset Management, LLC	N/A	—	1,143	-1,143	-100%	$232.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,006	-1,006	-100%	$204.6K	—	—	—
Continuum Advisory, LLC	N/A	—	880	-880	-100%	$178.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	702	-702	-100%	$142.8K	—	—	—
Huntington National Bank	N/A	—	700	-700	-100%	$142.3K	—	—	—
Integrity Financial Corp	N/A	—	664	-664	-100%	$135.0K	—	—	—
IFG Advisory, LLC	N/A	—	509	-509	-100%	$103.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	371	-371	-100%	$75.4K	—	—	—
Bank of Montreal	N/A	—	287	-287	-100%	$58.3K	—	—	—
Blair William & Co	N/A	—	225	-225	-100%	$45.7K	—	—	—
Truvestments Capital LLC	N/A	—	220	-220	-100%	$44.7K	—	—	—
Tidemark, LLC	N/A	—	207	-207	-100%	$42.1K	—	—	—
BlackRock, Inc.	N/A	—	165	-165	-100%	$33.5K	—	—	—
Anchor Investment Management, LLC	N/A	—	160	-160	-100%	$32.5K	—	—	—
Harbour Investments, Inc.	N/A	—	154	-154	-100%	$31.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	154	-154	-100%	$31.4K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	113	-113	-100%	$23.0K	—	—	—
Whittier Trust Co	N/A	—	100	-100	-100%	$21.0K	—	—	—
Sankala Group LLC	N/A	—	84	-84	-100%	$19.0K	—	—	—
HighMark Wealth Management LLC	N/A	—	80	-80	-100%	$16.3K	—	—	—
1 North Wealth Services LLC	N/A	—	79	-79	-100%	$16.0K	—	—	—
BFC Planning, Inc.	N/A	—	47	-47	-100%	$9.6K	—	—	—
Millstone Evans Group, LLC	N/A	—	37	-37	-100%	$7.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	34	-34	-100%	$6.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	20	-20	-100%	$4.1K	—	—	—
Qube Research & Technologies Ltd	N/A	—	13	-13	-100%	$2.6K	—	—	—
AE Wealth Management LLC	N/A	—	11	-11	-100%	$2.2K	—	—	—
Darwin Wealth Management, LLC	N/A	—	5	-5	-100%	$1.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	1	-1	-100%	$203	—	—	—

Showing 119 of 119 institutions