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Vanguard S&P Small-Cap 600 V (VIOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Aspiriant, LLC
DECREASED
Shares276,726 from 296,032
Change-19,306 (-7%)
Value$30.4M (-$4.3M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares226,498 from 201,768
Change+24,730 (+12%)
Value$24.9M (+$1.2M)
Filed 2026-10-16
Savant Capital, LLC
DECREASED
Shares175,368 from 265,300
Change-89,932 (-34%)
Value$19.3M (-$10.1M)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares153,384 from 146,677
Change+6,707 (+5%)
Value$16.9M (-$337.3K)
Filed 2026-10-15
Cannon Financial Strategists, Inc.
DECREASED
Shares144,855 from 145,840
Change-985 (-1%)
Value$15.9M (-$1.2M)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares135,411 from 138,497
Change-3,086 (-2%)
Value$14.9M (-$1.4M)
Filed 2026-11-06
One Day In July LLC
DECREASED
Shares122,796 from 125,537
Change-2,741 (-2%)
Value$13.5M (-$1.2M)
Filed 2026-10-30
Avior Wealth Management, LLC
INCREASED
Shares119,755 from 119,073
Change+682 (+1%)
Value$13.2M (-$797.8K)
Filed 2026-10-13
SYM Financial Corp
DECREASED
Shares112,128 from 114,517
Change-2,389 (-2%)
Value$12.3M (-$1.1M)
Filed 2026-10-26
Riversedge Advisors, LLC
DECREASED
Shares97,461 from 98,928
Change-1,467 (-1%)
Value$10.7M (-$886.5K)
Filed 2026-10-09
Mokosak Advisory Group, LLC
INCREASED
Shares92,040 from 91,679
Change+361 (+0%)
Value$10.1M (-$633.0K)
Filed 2026-10-20
Silver Oak Advisory Group, Inc.
DECREASED
Shares86,876 from 87,995
Change-1,119 (-1%)
Value$9.6M (-$767.6K)
Filed 2026-11-06
First Bank & Trust
UNCHANGED
Shares78,422 from 78,422
Change0 (0%)
Value$8.6M (-$574.8K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares60,744 from 60,526
Change+218 (+0%)
Value$6.8M (-$256.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares59,935 from 61,645
Change-1,710 (-3%)
Value$6.6K (-$7.2M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares54,435 from 52,883
Change+1,552 (+3%)
Value$6.0M (-$216.9K)
Filed 2026-10-28
Hegarty Advisors, LLC
INCREASED
Shares44,793 from 42,261
Change+2,532 (+6%)
Value$4.9M (-$31.2K)
Filed 2026-10-20
Evergreen Capital Management LLC
UNCHANGED
Shares41,301 from 41,301
Change0 (0%)
Value$4.5M (-$302.7K)
Filed 2026-10-23
RFG Holdings, Inc.
DECREASED
Shares40,283 from 40,441
Change-158 (0%)
Value$4.4M (-$313.9K)
Filed 2026-10-30
Silverlake Wealth Management LLC
DECREASED
Shares33,742 from 34,908
Change-1,166 (-3%)
Value$3.7M (-$384.2K)
Filed 2026-10-21
Summit Wealth Group LLC / Co
DECREASED
Shares30,628 from 31,030
Change-402 (-1%)
Value$3.4M (-$271.6K)
Filed 2026-10-29
Cambridge Financial Group, LLC
UNCHANGED
Shares29,187 from 29,187
Change0 (0%)
Value$3.4M ($0)
Filed 2026-10-06
Brandywine OAK Private Wealth LLC
DECREASED
Shares29,138 from 33,585
Change-4,447 (-13%)
Value$3.2M (-$735.3K)
Filed 2026-10-23
Code Waechter LLC
DECREASED
Shares29,128 from 29,864
Change-736 (-2%)
Value$3.2M (-$299.8K)
Filed 2026-10-23
Saxon Interests, Inc.
DECREASED
Shares26,945 from 32,545
Change-5,600 (-17%)
Value$3.0M (-$854.6K)
Filed 2026-10-26
Diversified Enterprises, LLC
INCREASED
Shares25,860 from 24,114
Change+1,746 (+7%)
Value$2.8M (+$15.4K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
DECREASED
Shares23,808 from 24,488
Change-680 (-3%)
Value$2.6M (-$254.3K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares21,904 from 22,150
Change-246 (-1%)
Value$2.4M (-$189.4K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares20,921 from 20,279
Change+642 (+3%)
Value$2.3M (-$78.0K)
Filed 2026-10-30
Veratis Advisors, Inc.
DECREASED
Shares20,218 from 20,461
Change-243 (-1%)
Value$2.2M (-$176.6K)
Filed 2026-11-03
Studio Investment Management LLC
DECREASED
Shares19,997 from 22,067
Change-2,070 (-9%)
Value$2.2M (-$389.5K)
Filed 2026-10-22
American Financial & TAX Strategies Inc
UNCHANGED
Shares17,848 from 17,848
Change0 (0%)
Value$2.0M (-$130.8K)
Filed 2026-10-16
Ackerman Capital Advisors, LLC
DECREASED
Shares16,352 from 16,861
Change-509 (-3%)
Value$1.8M (-$179.6K)
Filed 2026-10-30
St. Louis Trust Co
UNCHANGED
Shares16,300 from 16,300
Change0 (0%)
Value$1.8M (-$1.4M)
Filed 2026-11-03
Evensky & Katz LLC
DECREASED
Shares16,075 from 17,424
Change-1,349 (-8%)
Value$1.8K (-$2.0M)
Filed 2026-10-27
Wellington Grp LLC
DECREASED
Shares12,844 from 12,846
Change-2 (0%)
Value$1.4M (-$94.4K)
Filed 2026-11-06
Junk Investment Group, LLC
INCREASED
Shares12,444 from 10,675
Change+1,769 (+17%)
Value$1.4M (+$116.3K)
Filed 2026-10-19
Wealth Architects, LLC
UNCHANGED
Shares12,070 from 12,070
Change0 (0%)
Value$1.3M (-$88.5K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares11,971 from 12,592
Change-621 (-5%)
Value$1.3M (-$160.6K)
Filed 2026-10-21
Rodgers & Associates, LTD
UNCHANGED
Shares11,293 from 11,293
Change0 (0%)
Value$1.2M (-$82.8K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares10,795 from 5,706
Change+5,089 (+89%)
Value$1.2M (+$518.0K)
Filed 2026-11-05
Family Wealth Partners, LLC
INCREASED
Shares10,534 from 10,533
Change+1 (+0%)
Value$1.2M (-$77.0K)
Filed 2026-10-20
Phillips Financial Management, LLC
UNCHANGED
Shares10,112 from 10,112
Change0 (0%)
Value$1.1M (-$74.1K)
Filed 2026-10-19
HB Wealth Management, LLC
UNCHANGED
Shares8,666 from 8,666
Change0 (0%)
Value$953.3K (-$63.5K)
Filed 2026-10-23
Bailard, Inc.
UNCHANGED
Shares8,171 from 8,171
Change0 (0%)
Value$898.8K (-$59.9K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED
Shares7,325 from 7,483
Change-158 (-2%)
Value$805.7K (-$72.2K)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares7,318 from 1,995
Change+5,323 (+267%)
Value$804.9K (+$570.9K)
Filed 2026-11-03
Fifth Third Securities, Inc.
DECREASED
Shares7,010 from 7,042
Change-32 (0%)
Value$771.1K (-$55.1K)
Filed 2026-10-21
Hardin Capital Partners, LLC
INCREASED
Shares6,705 from 6,652
Change+53 (+1%)
Value$737.5K (-$44.1K)
Filed 2026-10-09
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares6,593 from 6,593
Change0 (0%)
Value$725.2K (-$48.3K)
Filed 2026-11-02
Diversified Trust Co
UNCHANGED
Shares6,377 from 6,377
Change0 (0%)
Value$701.5K (-$46.7K)
Filed 2026-11-06
Genesee Capital Advisors, LLC
DECREASED
Shares6,312 from 6,434
Change-122 (-2%)
Value$694.3K (-$60.6K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares5,820 from 5,814
Change+6 (+0%)
Value$640.2K (-$42.0K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares5,799 from 5,776
Change+23 (+0%)
Value$637.8K (-$39.9K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares5,556 from 6,452
Change-896 (-14%)
Value$611.2K (-$145.8K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares5,406 from 6,577
Change-1,171 (-18%)
Value$594.6K (-$177.1K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares5,152 from 5,143
Change+9 (+0%)
Value$566.7K (-$36.6K)
Filed 2026-10-08
Integrated Capital Management, LLC
INCREASED
Shares4,835 from 4,818
Change+17 (+0%)
Value$531.9K (-$33.5K)
Filed 2026-10-23
Phillip James Consulting Co.
NEW
Shares4,433
Change+4,433
Value$487.6K
Filed 2026-11-03
Valmark Advisers, Inc.
DECREASED
Shares4,118 from 4,548
Change-430 (-9%)
Value$453.0K (-$80.6K)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares4,115 from 4,118
Change-3 (0%)
Value$452.7K (-$30.4K)
Filed 2026-10-23
Stone Summit Wealth LLC
UNCHANGED
Shares3,673 from 3,673
Change0 (0%)
Value$404.0K (-$26.9K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,514 from 3,514
Change0 (0%)
Value$386.5K (-$25.8K)
Filed 2026-10-05
StoneX Group Inc.
INCREASED
Shares3,421 from 2,280
Change+1,141 (+50%)
Value$376.3K (+$108.8K)
Filed 2026-11-03
TruNorth Capital Management, LLC
UNCHANGED
Shares3,414 from 3,414
Change0 (0%)
Value$375.5K (-$25.0K)
Filed 2026-10-14
Insight 2811, Inc.
INCREASED
Shares3,249 from 3,176
Change+73 (+2%)
Value$357.4K (-$15.2K)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares3,225 from 2,390
Change+835 (+35%)
Value$357.5K (+$82.2K)
Filed 2026-10-08
Brighton Jones LLC
INCREASED
Shares3,152 from 3,139
Change+13 (+0%)
Value$346.7K (-$21.6K)
Filed 2026-11-03
Briggs Wealth Management, Inc
DECREASED
Shares3,034 from 3,326
Change-292 (-9%)
Value$333.7K (-$56.6K)
Filed 2026-10-26
Barrett & Company, Inc.
UNCHANGED
Shares2,977 from 2,977
Change0 (0%)
Value$327.5K (-$21.8K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
NEW
Shares2,506
Change+2,506
Value$283.0K
Filed 2026-10-27
Integrity Alliance, Llc.
UNCHANGED
Shares2,441 from 2,441
Change0 (0%)
Value$268.5K (-$17.9K)
Filed 2026-10-29
Carrera Capital Advisors
DECREASED
Shares2,381 from 3,130
Change-749 (-24%)
Value$261.9K (-$105.3K)
Filed 2026-11-03
Fidelity D & D Bancorp Inc
UNCHANGED
Shares2,277 from 2,277
Change0 (0%)
Value$250.5K (-$16.7K)
Filed 2026-11-05
Allworth Financial LP
NEW
Shares2,254
Change+2,254
Value$264.5K
Filed 2026-11-06
Altrius Capital Management Inc
INCREASED
Shares2,245 from 2,185
Change+60 (+3%)
Value$247.0K (-$9.4K)
Filed 2026-11-05
Simplicity Wealth,LLC
NEW
Shares2,228
Change+2,228
Value$245.1K
Filed 2026-10-23
Breakwater Capital Group
INCREASED
Shares2,228 from 2,195
Change+33 (+2%)
Value$245.1K (-$12.5K)
Filed 2026-10-09
Saxony Capital Management, LLC
DECREASED
Shares2,038 from 2,082
Change-44 (-2%)
Value$224.2K (-$20.1K)
Filed 2026-10-15
Compound Planning, Inc.
UNCHANGED
Shares1,912 from 1,912
Change0 (0%)
Value$210.3K (-$14.0K)
Filed 2026-11-05
IFG Advisors, LLC
UNCHANGED
Shares1,891 from 1,891
Change0 (0%)
Value$208.1K (-$13.9K)
Filed 2026-10-15
Sage Mountain Advisors LLC
UNCHANGED
Shares1,762 from 1,762
Change0 (0%)
Value$193.8K (-$12.9K)
Filed 2026-11-02
Aspect Partners, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$176.0K (-$11.7K)
Filed 2026-10-20
Valley National Advisers Inc
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$137.3K (-$9.1K)
Filed 2026-10-23
Noble Wealth Management PBC
DECREASED
Shares840 from 891
Change-51 (-6%)
Value$92.4K (-$12.1K)
Filed 2026-10-01
Triumph Capital Management
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$88.8K (-$5.9K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares781
Change+781
Value$85.9K
Filed 2026-10-21
Hurley Capital, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$80.7K (-$5.4K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares727 from 495
Change+232 (+47%)
Value$80.0K (+$21.9K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$76.2K (-$4.9K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
INCREASED
Shares529 from 519
Change+10 (+2%)
Value$58.2K (-$2.7K)
Filed 2026-10-26
IFP Advisors, Inc
NEW
Shares490
Change+490
Value$53.9K
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$39.6K (-$2.6K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares351 from 349
Change+2 (+1%)
Value$38.6K (-$2.4K)
Filed 2026-11-02
SJS Investment Consulting Inc.
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$37.7K (-$2.5K)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$35.6K (-$2.4K)
Filed 2026-10-08
TD Private Client Wealth LLC
DECREASED
Shares318 from 326
Change-8 (-2%)
Value$35.0K (-$3.3K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares296 from 294
Change+2 (+1%)
Value$32.5K (-$2.0K)
Filed 2026-10-30
Fiduciary Advisors, Inc.
INCREASED
Shares238 from 237
Change+1 (+0%)
Value$26.2K (-$1.6K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$23.8K (-$1.6K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares190 from 136
Change+54 (+40%)
Value$20.9K (+$4.9K)
Filed 2026-11-06
Markowski Investments
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$19.8K (-$1.3K)
Filed 2026-10-30
Financial Freedom, LLC
NEW
Shares133
Change+133
Value$14.6K
Filed 2026-11-06
TD Waterhouse Canada Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$10.0K (-$552)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares81 from 79
Change+2 (+3%)
Value$8.9K (-$359)
Filed 2026-10-22
Caldwell Trust Co
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.8K (-$586)
Filed 2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$5.9K (-$365)
Filed 2026-11-06
Contravisory Investment Management, Inc.
NEW
Shares45
Change+45
Value$4.9K
Filed 2026-10-13
Cullen T Bankers, Inc.
NEW
Shares43
Change+43
Value$4.7K
Filed 2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.1K (-$205)
Filed 2026-10-23
Washington Trust Advisors, Inc.
NEW
Shares22
Change+22
Value$2.4K
Filed 2026-10-22
Richardson Capital Management LLC
INCREASED
Shares14 from 13
Change+1 (+8%)
Value$1.5K (-$93)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.5K (-$103)
Filed 2026-11-02
Financial Management Professionals, Inc.
DECREASED
Shares8 from 82
Change-74 (-90%)
Value$880 (-$8.7K)
Filed 2026-10-23
First Pacific Financial
NEW
Shares2
Change+2
Value$220
Filed 2026-10-14
Advisor Resource Council
CLOSED
Shares0 from 4,797
Change-4,797 (-100%)
Value$0 (-$557.6K)
Filed 2026-11-05
Citigroup Inc
CLOSED
Shares0 from 2,967
Change-2,967 (-100%)
Value$0 (-$348.1K)
Filed 2026-11-04
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 1,761
Change-1,761 (-100%)
Value$0 (-$206.7K)
Filed 2026-11-04
Bernicke Wealth Management, Ltd.
CLOSED
Shares0 from 1,746
Change-1,746 (-100%)
Value$0 (-$204.9K)
Filed 2026-11-06
RMG Wealth Management LLC
CLOSED
Shares0 from 821
Change-821 (-100%)
Value$0 (-$252.3K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-14
Affinity Wealth LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$235)
Filed 2026-11-03
AlphaCore Capital LLC
UNCHANGED
Shares0 from 0
Change0
Value$47 (-$3)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 373,690
Change-373,690 (-100%)
Value—
UBS Group AG
N/A
Shares— from 298,893
Change-298,893 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 267,584
Change-267,584 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 152,700
Change-152,700 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 152,404
Change-152,404 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 151,021
Change-151,021 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 148,533
Change-148,533 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 122,412
Change-122,412 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 117,610
Change-117,610 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 106,440
Change-106,440 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 98,727
Change-98,727 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 96,608
Change-96,608 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 91,918
Change-91,918 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 73,978
Change-73,978 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 66,990
Change-66,990 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 64,533
Change-64,533 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 59,921
Change-59,921 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 55,915
Change-55,915 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 54,407
Change-54,407 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 54,301
Change-54,301 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 52,789
Change-52,789 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 40,708
Change-40,708 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 37,125
Change-37,125 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,539
Change-33,539 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 29,941
Change-29,941 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 27,992
Change-27,992 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 25,563
Change-25,563 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 25,345
Change-25,345 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 24,838
Change-24,838 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 24,196
Change-24,196 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 19,482
Change-19,482 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,919
Change-17,919 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,864
Change-16,864 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 16,225
Change-16,225 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,479
Change-15,479 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 12,814
Change-12,814 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,791
Change-12,791 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,635
Change-12,635 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 12,562
Change-12,562 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 11,119
Change-11,119 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 11,024
Change-11,024 (-100%)
Value—
Betterment LLC
N/A
Shares— from 10,193
Change-10,193 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 10,159
Change-10,159 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,056
Change-10,056 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,374
Change-9,374 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 9,265
Change-9,265 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,183
Change-8,183 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,883
Change-7,883 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,458
Change-7,458 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 7,078
Change-7,078 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,839
Change-5,839 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 5,679
Change-5,679 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,438
Change-4,438 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 810
Change-810 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 802
Change-802 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 348
Change-348 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 166
Change-166 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 58
Change-58 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Aspiriant, LLC
DECREASED276,726296,032-19,306-7%$34.7M$30.4M-$4.3M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED226,498201,768+24,730+12%$23.7M$24.9M+$1.2M2026-10-16
Savant Capital, LLC
DECREASED175,368265,300-89,932-34%$29.4M$19.3M-$10.1M2026-11-06
Atria Investments, Inc
INCREASED153,384146,677+6,707+5%$17.2M$16.9M-$337.3K2026-10-15
Cannon Financial Strategists, Inc.
DECREASED144,855145,840-985-1%$17.1M$15.9M-$1.2M2026-10-19
LPL Financial LLC
DECREASED135,411138,497-3,086-2%$16.2M$14.9M-$1.4M2026-11-06
One Day In July LLC
DECREASED122,796125,537-2,741-2%$14.7M$13.5M-$1.2M2026-10-30
Avior Wealth Management, LLC
INCREASED119,755119,073+682+1%$14.0M$13.2M-$797.8K2026-10-13
SYM Financial Corp
DECREASED112,128114,517-2,389-2%$13.4M$12.3M-$1.1M2026-10-26
Riversedge Advisors, LLC
DECREASED97,46198,928-1,467-1%$11.6M$10.7M-$886.5K2026-10-09
Mokosak Advisory Group, LLC
INCREASED92,04091,679+361+0%$10.8M$10.1M-$633.0K2026-10-20
Silver Oak Advisory Group, Inc.
DECREASED86,87687,995-1,119-1%$10.3M$9.6M-$767.6K2026-11-06
First Bank & Trust
UNCHANGED78,42278,42200%$9.2M$8.6M-$574.8K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED60,74460,526+218+0%$7.0M$6.8M-$256.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED59,93561,645-1,710-3%$7.2M$6.6K-$7.2M2026-11-02
D.A. Davidson & Co.
INCREASED54,43552,883+1,552+3%$6.2M$6.0M-$216.9K2026-10-28
Hegarty Advisors, LLC
INCREASED44,79342,261+2,532+6%$5.0M$4.9M-$31.2K2026-10-20
Evergreen Capital Management LLC
UNCHANGED41,30141,30100%$4.8M$4.5M-$302.7K2026-10-23
RFG Holdings, Inc.
DECREASED40,28340,441-1580%$4.7M$4.4M-$313.9K2026-10-30
Silverlake Wealth Management LLC
DECREASED33,74234,908-1,166-3%$4.1M$3.7M-$384.2K2026-10-21
Summit Wealth Group LLC / Co
DECREASED30,62831,030-402-1%$3.6M$3.4M-$271.6K2026-10-29
Cambridge Financial Group, LLC
UNCHANGED29,18729,18700%$3.4M$3.4M$02026-10-06
Brandywine OAK Private Wealth LLC
DECREASED29,13833,585-4,447-13%$3.9M$3.2M-$735.3K2026-10-23
Code Waechter LLC
DECREASED29,12829,864-736-2%$3.5M$3.2M-$299.8K2026-10-23
Saxon Interests, Inc.
DECREASED26,94532,545-5,600-17%$3.8M$3.0M-$854.6K2026-10-26
Diversified Enterprises, LLC
INCREASED25,86024,114+1,746+7%$2.8M$2.8M+$15.4K2026-10-19
Inman Jager Wealth Management, LLC
DECREASED23,80824,488-680-3%$2.9M$2.6M-$254.3K2026-11-05
Commonwealth Equity Services, LLC
DECREASED21,90422,150-246-1%$2.6M$2.4M-$189.4K2026-11-02
Spire Wealth Management
INCREASED20,92120,279+642+3%$2.4M$2.3M-$78.0K2026-10-30
Veratis Advisors, Inc.
DECREASED20,21820,461-243-1%$2.4M$2.2M-$176.6K2026-11-03
Studio Investment Management LLC
DECREASED19,99722,067-2,070-9%$2.6M$2.2M-$389.5K2026-10-22
American Financial & TAX Strategies Inc
UNCHANGED17,84817,84800%$2.1M$2.0M-$130.8K2026-10-16
Ackerman Capital Advisors, LLC
DECREASED16,35216,861-509-3%$2.0M$1.8M-$179.6K2026-10-30
St. Louis Trust Co
UNCHANGED16,30016,30000%$3.2M$1.8M-$1.4M2026-11-03
Evensky & Katz LLC
DECREASED16,07517,424-1,349-8%$2.0M$1.8K-$2.0M2026-10-27
Wellington Grp LLC
DECREASED12,84412,846-20%$1.5M$1.4M-$94.4K2026-11-06
Junk Investment Group, LLC
INCREASED12,44410,675+1,769+17%$1.3M$1.4M+$116.3K2026-10-19
Wealth Architects, LLC
UNCHANGED12,07012,07000%$1.4M$1.3M-$88.5K2026-11-03
Assetmark, Inc
DECREASED11,97112,592-621-5%$1.5M$1.3M-$160.6K2026-10-21
Rodgers & Associates, LTD
UNCHANGED11,29311,29300%$1.3M$1.2M-$82.8K2026-10-20
Fifth Third Bancorp
INCREASED10,7955,706+5,089+89%$669.5K$1.2M+$518.0K2026-11-05
Family Wealth Partners, LLC
INCREASED10,53410,533+1+0%$1.2M$1.2M-$77.0K2026-10-20
Phillips Financial Management, LLC
UNCHANGED10,11210,11200%$1.2M$1.1M-$74.1K2026-10-19
HB Wealth Management, LLC
UNCHANGED8,6668,66600%$1.0M$953.3K-$63.5K2026-10-23
Bailard, Inc.
UNCHANGED8,1718,17100%$958.7K$898.8K-$59.9K2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED7,3257,483-158-2%$877.9K$805.7K-$72.2K2026-10-20
Asset Dedication, LLC
INCREASED7,3181,995+5,323+267%$234.1K$804.9K+$570.9K2026-11-03
Fifth Third Securities, Inc.
DECREASED7,0107,042-320%$826.2K$771.1K-$55.1K2026-10-21
Hardin Capital Partners, LLC
INCREASED6,7056,652+53+1%$781.6K$737.5K-$44.1K2026-10-09
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED6,5936,59300%$773.6K$725.2K-$48.3K2026-11-02
Diversified Trust Co
UNCHANGED6,3776,37700%$748.2K$701.5K-$46.7K2026-11-06
Genesee Capital Advisors, LLC
DECREASED6,3126,434-122-2%$754.9K$694.3K-$60.6K2026-10-20
Vise Technologies, Inc.
INCREASED5,8205,814+6+0%$682.2K$640.2K-$42.0K2026-10-29
Kestra Advisory Services, LLC
INCREASED5,7995,776+23+0%$677.7K$637.8K-$39.9K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED5,5566,452-896-14%$757.0K$611.2K-$145.8K2026-11-06
Creative Planning
DECREASED5,4066,577-1,171-18%$771.7K$594.6K-$177.1K2026-11-02
Farther Finance Advisors, LLC
INCREASED5,1525,143+9+0%$603.3K$566.7K-$36.6K2026-10-08
Integrated Capital Management, LLC
INCREASED4,8354,818+17+0%$565.4K$531.9K-$33.5K2026-10-23
Phillip James Consulting Co.
NEW4,433—+4,433——$487.6K—2026-11-03
Valmark Advisers, Inc.
DECREASED4,1184,548-430-9%$533.6K$453.0K-$80.6K2026-11-06
Sigma Planning Corp
DECREASED4,1154,118-30%$483.1K$452.7K-$30.4K2026-10-23
Stone Summit Wealth LLC
UNCHANGED3,6733,67300%$431.0K$404.0K-$26.9K2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED3,5143,51400%$412.3K$386.5K-$25.8K2026-10-05
StoneX Group Inc.
INCREASED3,4212,280+1,141+50%$267.5K$376.3K+$108.8K2026-11-03
TruNorth Capital Management, LLC
UNCHANGED3,4143,41400%$400.6K$375.5K-$25.0K2026-10-14
Insight 2811, Inc.
INCREASED3,2493,176+73+2%$372.6K$357.4K-$15.2K2026-11-06
Apella Capital, LLC
INCREASED3,2252,390+835+35%$275.3K$357.5K+$82.2K2026-10-08
Brighton Jones LLC
INCREASED3,1523,139+13+0%$368.3K$346.7K-$21.6K2026-11-03
Briggs Wealth Management, Inc
DECREASED3,0343,326-292-9%$390.3K$333.7K-$56.6K2026-10-26
Barrett & Company, Inc.
UNCHANGED2,9772,97700%$349.3K$327.5K-$21.8K2026-10-22
Chicago Partners Investment Group LLC
NEW2,506—+2,506——$283.0K—2026-10-27
Integrity Alliance, Llc.
UNCHANGED2,4412,44100%$286.4K$268.5K-$17.9K2026-10-29
Carrera Capital Advisors
DECREASED2,3813,130-749-24%$367.2K$261.9K-$105.3K2026-11-03
Fidelity D & D Bancorp Inc
UNCHANGED2,2772,27700%$267.2K$250.5K-$16.7K2026-11-05
Allworth Financial LP
NEW2,254—+2,254——$264.5K—2026-11-06
Altrius Capital Management Inc
INCREASED2,2452,185+60+3%$256.4K$247.0K-$9.4K2026-11-05
Simplicity Wealth,LLC
NEW2,228—+2,228——$245.1K—2026-10-23
Breakwater Capital Group
INCREASED2,2282,195+33+2%$257.5K$245.1K-$12.5K2026-10-09
Saxony Capital Management, LLC
DECREASED2,0382,082-44-2%$244.3K$224.2K-$20.1K2026-10-15
Compound Planning, Inc.
UNCHANGED1,9121,91200%$224.3K$210.3K-$14.0K2026-11-05
IFG Advisors, LLC
UNCHANGED1,8911,89100%$221.9K$208.1K-$13.9K2026-10-15
Sage Mountain Advisors LLC
UNCHANGED1,7621,76200%$206.7K$193.8K-$12.9K2026-11-02
Aspect Partners, LLC
UNCHANGED1,6001,60000%$187.7K$176.0K-$11.7K2026-10-20
Valley National Advisers Inc
UNCHANGED1,2481,24800%$146.4K$137.3K-$9.1K2026-10-23
Noble Wealth Management PBC
DECREASED840891-51-6%$104.5K$92.4K-$12.1K2026-10-01
Triumph Capital Management
UNCHANGED80780700%$94.7K$88.8K-$5.9K2026-10-14
Root Financial Partners, LLC
NEW781—+781——$85.9K—2026-10-21
Hurley Capital, LLC
UNCHANGED73473400%$86.1K$80.7K-$5.4K2026-11-05
Creative Financial Designs Inc
INCREASED727495+232+47%$58.1K$80.0K+$21.9K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED69369300%$81.2K$76.2K-$4.9K2026-10-29
Glass Jacobson Investment Advisors llc
INCREASED529519+10+2%$60.9K$58.2K-$2.7K2026-10-26
IFP Advisors, Inc
NEW490—+490——$53.9K—2026-10-16
Parallel Advisors, LLC
UNCHANGED36036000%$42.2K$39.6K-$2.6K2026-11-03
Birchwood Financial Partners, Inc.
INCREASED351349+2+1%$41.0K$38.6K-$2.4K2026-11-02
SJS Investment Consulting Inc.
UNCHANGED34334300%$40.2K$37.7K-$2.5K2026-10-26
CoreCap Advisors, LLC
UNCHANGED32432400%$38.0K$35.6K-$2.4K2026-10-08
TD Private Client Wealth LLC
DECREASED318326-8-2%$38.3K$35.0K-$3.3K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED296294+2+1%$34.5K$32.5K-$2.0K2026-10-30
Fiduciary Advisors, Inc.
INCREASED238237+1+0%$27.8K$26.2K-$1.6K2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED21621600%$25.3K$23.8K-$1.6K2026-11-03
Russell Investments Group, Ltd.
INCREASED190136+54+40%$16.0K$20.9K+$4.9K2026-11-06
Markowski Investments
UNCHANGED18018000%$21.1K$19.8K-$1.3K2026-10-30
Financial Freedom, LLC
NEW133—+133——$14.6K—2026-11-06
TD Waterhouse Canada Inc.
UNCHANGED909000%$10.6K$10.0K-$5522026-10-16
SBI Securities Co., Ltd.
INCREASED8179+2+3%$9.3K$8.9K-$3592026-10-22
Caldwell Trust Co
UNCHANGED808000%$9.4K$8.8K-$5862026-10-30
PNC Financial Services Group, Inc.
UNCHANGED535300%$6.2K$5.9K-$3652026-11-06
Contravisory Investment Management, Inc.
NEW45—+45——$4.9K—2026-10-13
Cullen T Bankers, Inc.
NEW43—+43——$4.7K—2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED282800%$3.3K$3.1K-$2052026-10-23
Washington Trust Advisors, Inc.
NEW22—+22——$2.4K—2026-10-22
Richardson Capital Management LLC
INCREASED1413+1+8%$1.6K$1.5K-$932026-10-23
Concord Wealth Partners
UNCHANGED141400%$1.6K$1.5K-$1032026-11-02
Financial Management Professionals, Inc.
DECREASED882-74-90%$9.6K$880-$8.7K2026-10-23
First Pacific Financial
NEW2—+2——$220—2026-10-14
Advisor Resource Council
CLOSED04,797-4,797-100%$557.6K$0-$557.6K2026-11-05
Citigroup Inc
CLOSED02,967-2,967-100%$348.1K$0-$348.1K2026-11-04
Caliber Wealth Management, LLC / KS
CLOSED01,761-1,761-100%$206.7K$0-$206.7K2026-11-04
Bernicke Wealth Management, Ltd.
CLOSED01,746-1,746-100%$204.9K$0-$204.9K2026-11-06
RMG Wealth Management LLC
CLOSED0821-821-100%$252.3K$0-$252.3K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0114-114-100%$13.4K$0-$13.4K2026-10-14
Affinity Wealth LLC
CLOSED02-2-100%$235$0-$2352026-11-03
AlphaCore Capital LLC
UNCHANGED000—$50$47-$32026-11-04
Morgan Stanley
N/A—373,690-373,690-100%$43.8M———
UBS Group AG
N/A—298,893-298,893-100%$35.1M———
N.E.W. Advisory Services LLC
N/A—267,584-267,584-100%$31.4M———
Wellington Management Group LLP
N/A—152,700-152,700-100%$17.9M———
Bank of America Corp
N/A—152,404-152,404-100%$17.9M———
Capital Advisors Inc
N/A—151,021-151,021-100%$17.7M———
Gallagher Fiduciary Advisors, LLC
N/A—148,533-148,533-100%$17.4M———
Integrated Investment Consultants, LLC
N/A—122,412-122,412-100%$13.8M———
First Manhattan Co. Llc.
N/A—117,610-117,610-100%$13.8M———
Silvercrest Asset Management Group LLC
N/A—106,440-106,440-100%$12.5M———
Legend Financial Advisors, Inc.
N/A—98,727-98,727-100%$11.6M———
Osaic Holdings, Inc.
N/A—96,608-96,608-100%$11.3M———
Royal Bank of Canada
N/A—91,918-91,918-100%$10.8M———
Balanced Wealth Group LLC
N/A—73,978-73,978-100%$8.7M———
Pathstone Holdings, LLC
N/A—66,990-66,990-100%$7.9M———
Wells Fargo & Company
N/A—64,533-64,533-100%$7.6M———
Mutual Advisors, LLC
N/A—59,921-59,921-100%$7.0M———
Envestnet Asset Management Inc
N/A—55,915-55,915-100%$6.6M———
Prime Buchholz LLC
N/A—54,407-54,407-100%$6.4M———
Raymond James Financial Inc
N/A—54,301-54,301-100%$6.4M———
MidFirst Bank
N/A—52,789-52,789-100%$6.2M———
Global Retirement Partners, LLC
N/A—40,708-40,708-100%$4.8M———
Ameriprise Financial Inc
N/A—37,125-37,125-100%$4.4M———
Mariner, LLC
N/A—33,539-33,539-100%$3.9M———
Two Sigma Investments, LP
N/A—29,941-29,941-100%$3.5M———
Red Door Wealth Management, LLC
N/A—27,992-27,992-100%$3.3M———
EP Wealth Advisors, LLC
N/A—25,563-25,563-100%$3.0M———
World Investment Advisors
N/A—25,345-25,345-100%$2.6M———
JPMorgan Chase & Co
N/A—24,838-24,838-100%$2.9M———
Moneta Group Investment Advisors LLC
N/A—24,196-24,196-100%$2.8M———
CIBC Bancorp USA Inc.
N/A—19,482-19,482-100%$2.3M———
Brown Advisory Inc
N/A—17,919-17,919-100%$2.1M———
Cetera Investment Advisers
N/A—16,864-16,864-100%$2.0M———
Composition Wealth, LLC
N/A—16,225-16,225-100%$1.9M———
Private Advisor Group, LLC
N/A—15,479-15,479-100%$1.8M———
Naviter Wealth, LLC
N/A—12,814-12,814-100%$1.5M———
Cerity Partners LLC
N/A—12,791-12,791-100%$1.5M———
MML Investors Services, LLC
N/A—12,635-12,635-100%$1.5M———
Financial Strategies Group, Inc.
N/A—12,562-12,562-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—11,119-11,119-100%$1.3M———
Pacific SUN Financial Corp
N/A—11,024-11,024-100%$1.3M———
Betterment LLC
N/A—10,193-10,193-100%$1.2M———
Banco BTG Pactual S.A.
N/A—10,159-10,159-100%$1.2M———
Flow Traders U.S. LLC
N/A—10,056-10,056-100%$1.2M———
Waverly Advisors, LLC
N/A—9,374-9,374-100%$1.1M———
CIBC World Market Inc.
N/A—9,265-9,265-100%$1.1M———
Janney Montgomery Scott LLC
N/A—9,250-9,250-100%$1.1M———
Focus Partners Wealth
N/A—8,288-8,288-100%$972.5K———
Jones Financial Companies Lllp
N/A—8,183-8,183-100%$958.7K———
OneDigital Investment Advisors LLC
N/A—7,883-7,883-100%$924.9K———
AQR Capital Management LLC
N/A—7,458-7,458-100%$875.1K———
Bruce G. Allen Investments, LLC
N/A—7,078-7,078-100%$830.5K———
Envestnet Portfolio Solutions, Inc.
N/A—7,064-7,064-100%$828.8K———
Stokes Family Office, LLC
N/A—7,009-7,009-100%$822.4K———
Focus Partners Advisor Solutions, LLC
N/A—5,952-5,952-100%$698.4K———
Susquehanna International Group, LLP
N/A—5,839-5,839-100%$685.1K———
RWA Wealth Partners, LLC
N/A—5,816-5,816-100%$682.4K———
Keyvantage Wealth, LLC
N/A—5,679-5,679-100%$666.3K———
HighTower Advisors, LLC
N/A—5,636-5,636-100%$661.2K———
FMR LLC
N/A—5,596-5,596-100%$656.6K———
PFG Investments, LLC
N/A—5,020-5,020-100%$589.0K———
Equitable Holdings, Inc.
N/A—4,520-4,520-100%$530.3K———
Icon Wealth Advisors, LLC
N/A—4,438-4,438-100%$520.7K———
Vestmark Advisory Solutions, Inc.
N/A—4,408-4,408-100%$517.2K———
Zacks Investment Management
N/A—4,329-4,329-100%$508.0K———
Rockbridge Investment Management, LCC
N/A—4,261-4,261-100%$499.9K———
Sierra Capital LLC
N/A—4,260-4,260-100%$499.8K———
Beaird Harris Wealth Management, LLC
N/A—4,122-4,122-100%$483.7K———
Mosaic Family Wealth Partners, LLC
N/A—3,986-3,986-100%$467.6K———
Brand Asset Management Group, Inc.
N/A—3,883-3,883-100%$455.6K———
BHK Investment Advisors, LLC
N/A—3,200-3,200-100%$375.5K———
Bragg Financial Advisors, Inc
N/A—3,030-3,030-100%$355.5K———
FAS Wealth Partners, Inc.
N/A—2,999-2,999-100%$351.9K———
Stephens Inc
N/A—2,914-2,914-100%$341.9K———
OneAscent Financial Services LLC
N/A—2,754-2,754-100%$323.1K———
Cozad Asset Management Inc
N/A—2,550-2,550-100%$299.2K———
GWN Securities Inc.
N/A—2,369-2,369-100%$277.9K———
NewEdge Advisors, LLC
N/A—2,288-2,288-100%$268.5K———
Cahill Financial Advisors Inc
N/A—2,252-2,252-100%$264.2K———
Genesis Financial Group, LLC
N/A—2,140-2,140-100%$251.1K———
Atomic Invest LLC
N/A—2,127-2,127-100%$249.0K———
Arax Advisory Partners
N/A—2,120-2,120-100%$248.7K———
Passive Capital Management, Llc.
N/A—2,058-2,058-100%$201.2K———
Lowery Thomas, LLC
N/A—2,040-2,040-100%$239.3K———
Sequoia Financial Advisors, LLC
N/A—2,000-2,000-100%$234.7K———
BlackRock, Inc.
N/A—2,000-2,000-100%$234.7K———
Stratos Wealth Partners, Ltd.
N/A—1,992-1,992-100%$233.7K———
LaSalle St. Investment Advisors, LLC
N/A—1,881-1,881-100%$220.8K———
Centaurus Financial, Inc.
N/A—1,870-1,870-100%$219.0K———
Rockefeller Capital Management L.P.
N/A—1,870-1,870-100%$219.4K———
Yarger Wealth Strategies, LLC
N/A—1,843-1,843-100%$213.6K———
Rehmann Capital Advisory Group
N/A—1,786-1,786-100%$209.6K———
Barnes Wealth Management Group, Inc
N/A—1,738-1,738-100%$203.9K———
Rialto Wealth Management, LLC
N/A—1,516-1,516-100%$177.9K———
Continuum Advisory, LLC
N/A—1,216-1,216-100%$142.7K———
Ameriflex Group, Inc.
N/A—1,202-1,202-100%$141.0K———
Cornerstone Financial Management LLC
N/A—1,158-1,158-100%$135.9K———
Aptus Capital Advisors, LLC
N/A—1,068-1,068-100%$125.3K———
Vanguard Advisers Inc
N/A—1,066-1,066-100%$125.1K———
Harbour Investments, Inc.
N/A—810-810-100%$95.0K———
BFC Planning, Inc.
N/A—802-802-100%$94.1K———
Brown Brothers Harriman & Co
N/A—348-348-100%$40.8K———
O'shaughnessy Asset Management, LLC
N/A—340-340-100%$39.9K———
Highland Investment Advisors LLC
N/A—265-265-100%$31.0K———
Smartleaf Asset Management LLC
N/A—246-246-100%$28.8K———
Glen Eagle Advisors, LLC
N/A—201-201-100%$23.6K———
PlanVest Financial, Inc
N/A—166-166-100%$19.5K———
Bessemer Group Inc
N/A—58-58-100%$7———
IFG Advisory, LLC
N/A—36-36-100%$4.2K———
Horizon Investments, LLC
N/A—5-5-100%$587———
Atlantic Union Bankshares Corp
N/A—2-2-100%$235———
Showing 234 of 234 institutions