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Vanguard S&P SM Cap 600 GRW (VIOG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares231,113 from 222,272
Change+8,841 (+4%)
Value$31.9M (-$2.2M)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
INCREASED
Shares123,809 from 110,686
Change+13,123 (+12%)
Value$17.1M (+$98.0K)
Filed 2026-10-28
Legacies Wealth LLC
INCREASED
Shares101,518 from 100,694
Change+824 (+1%)
Value$14.0M (-$1.4M)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
NEW
Shares97,390
Change+97,390
Value$13.4M
Filed 2026-11-03
Code Waechter LLC
INCREASED
Shares61,577 from 57,143
Change+4,434 (+8%)
Value$8.5M (-$272.3K)
Filed 2026-10-23
LMG Wealth Partners, LLC
INCREASED
Shares58,364 from 58,265
Change+99 (+0%)
Value$8.1M (-$887.6K)
Filed 2026-11-05
Kieckhefer Group LLC
DECREASED
Shares40,400 from 40,429
Change-29 (0%)
Value$5.6M (-$629.5K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares28,878 from 32,531
Change-3,653 (-11%)
Value$4.0M (-$864.5K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares28,436 from 27,059
Change+1,377 (+5%)
Value$3.9M (-$228.6K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,986 from 20,115
Change-129 (-1%)
Value$2.8K (-$3.1M)
Filed 2026-11-02
Vise Technologies, Inc.
NEW
Shares19,447
Change+19,447
Value$2.7M
Filed 2026-10-29
Capital Wealth Management, LLC
INCREASED
Shares17,820 from 17,158
Change+662 (+4%)
Value$2.5M (-$174.2K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares17,666 from 15,046
Change+2,620 (+17%)
Value$2.4M (+$128.6K)
Filed 2026-10-22
Veratis Advisors, Inc.
DECREASED
Shares16,790 from 17,027
Change-237 (-1%)
Value$2.3M (-$296.0K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares15,086 from 20,254
Change-5,168 (-26%)
Value$2.1M (-$1.0M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares14,614 from 14,265
Change+349 (+2%)
Value$2.0M (-$172.5K)
Filed 2026-11-02
Studio Investment Management LLC
DECREASED
Shares14,405 from 15,942
Change-1,537 (-10%)
Value$2.0M (-$458.7K)
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares13,207 from 12,226
Change+981 (+8%)
Value$1.8M (-$53.9K)
Filed 2026-10-19
Schear Investment Advisers, LLC
NEW
Shares13,012
Change+13,012
Value$1.8M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares13,012 from 13,127
Change-115 (-1%)
Value$1.8M (-$218.9K)
Filed 2026-10-14
St. Louis Trust Co
UNCHANGED
Shares12,290 from 12,290
Change0 (0%)
Value$1.7M (-$9.7M)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares11,752 from 11,231
Change+521 (+5%)
Value$1.6M (-$101.9K)
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares10,416 from 10,725
Change-309 (-3%)
Value$1.4M (-$208.5K)
Filed 2026-11-04
Crescent Sterling, Ltd.
INCREASED
Shares9,613 from 9,207
Change+406 (+4%)
Value$1.3M (-$86.4K)
Filed 2026-10-16
Bank of New Hampshire
DECREASED
Shares9,395 from 11,395
Change-2,000 (-18%)
Value$1.3M (-$452.2K)
Filed 2026-10-06
Junk Investment Group, LLC
INCREASED
Shares8,557 from 7,635
Change+922 (+12%)
Value$1.2M (+$9.1K)
Filed 2026-10-19
Summit Asset Management, LLC
INCREASED
Shares8,457 from 7,936
Change+521 (+7%)
Value$1.2M (-$50.9K)
Filed 2026-11-05
Riversedge Advisors, LLC
INCREASED
Shares8,364 from 7,958
Change+406 (+5%)
Value$1.2M (-$67.2K)
Filed 2026-10-09
Sovran Advisors, LLC
DECREASED
Shares8,287 from 8,298
Change-11 (0%)
Value$1.2M (-$43.7K)
Filed 2026-11-02
Del-Sette Capital Management, LLC
DECREASED
Shares7,913 from 8,435
Change-522 (-6%)
Value$1.1M (-$202.5K)
Filed 2026-10-23
Ackerman Capital Advisors, LLC
DECREASED
Shares7,867 from 8,095
Change-228 (-3%)
Value$1.1M (-$156.7K)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares7,549 from 3,763
Change+3,786 (+101%)
Value$1.0M (+$464.1K)
Filed 2026-10-23
Strategic Advocates LLC
INCREASED
Shares6,735 from 6,483
Change+252 (+4%)
Value$929.1K (-$65.5K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares6,143 from 5,860
Change+283 (+5%)
Value$847.4K (-$51.6K)
Filed 2026-10-28
SpringVest Wealth Management LLC
UNCHANGED
Shares5,066 from 5,066
Change0 (0%)
Value$698.9K (-$78.4K)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares5,029 from 5,277
Change-248 (-5%)
Value$693.8K (-$115.8K)
Filed 2026-10-30
Merit Financial Group, LLC
UNCHANGED
Shares4,704 from 4,704
Change0 (0%)
Value$648.9K (-$72.8K)
Filed 2026-11-06
Rodgers & Associates, LTD
DECREASED
Shares4,607 from 4,789
Change-182 (-4%)
Value$635.5K (-$99.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
UNCHANGED
Shares4,564 from 4,564
Change0 (0%)
Value$629.6K (-$70.6K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares4,384 from 5,086
Change-702 (-14%)
Value$604.7K (-$175.6K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares4,235 from 4,209
Change+26 (+1%)
Value$584.3K (-$61.5K)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares3,655 from 3,650
Change+5 (+0%)
Value$504.2K (-$55.8K)
Filed 2026-10-21
Livet Wealth, LLC
DECREASED
Shares3,578 from 3,911
Change-333 (-9%)
Value$493.5K (-$106.4K)
Filed 2026-10-27
Washington Capital Management, Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$482.8K (-$54.1K)
Filed 2026-10-19
Prospera Financial Services Inc
DECREASED
Shares3,196 from 3,470
Change-274 (-8%)
Value$452.1K (-$80.3K)
Filed 2026-11-04
Prevail Innovative Wealth Advisors, LLC
NEW
Shares3,117
Change+3,117
Value$433.1K
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares2,895 from 2,116
Change+779 (+37%)
Value$399.4K (+$74.7K)
Filed 2026-10-08
Heartwood Wealth Advisors LLC
UNCHANGED
Shares2,809 from 2,809
Change0 (0%)
Value$387.5K (-$43.5K)
Filed 2026-10-05
StoneX Group Inc.
NEW
Shares2,615
Change+2,615
Value$377.1K
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares2,588 from 2,616
Change-28 (-1%)
Value$357.0K (-$44.2K)
Filed 2026-11-05
Insight 2811, Inc.
INCREASED
Shares2,574 from 2,535
Change+39 (+2%)
Value$355.1K (-$33.8K)
Filed 2026-11-06
Financial Planning Hawaii, Inc.
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$354.5K (-$39.8K)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares2,569 from 5,126
Change-2,557 (-50%)
Value$354.4K (-$358.0K)
Filed 2026-11-06
Meridian Wealth Management, LLC
DECREASED
Shares2,533 from 3,170
Change-637 (-20%)
Value$349.4K (-$137.0K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares2,436 from 2,435
Change+1 (+0%)
Value$336.0K (-$37.5K)
Filed 2026-11-02
Citigroup Inc
UNCHANGED
Shares2,395 from 2,395
Change0 (0%)
Value$330.4K (-$37.1K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares2,283 from 1,894
Change+389 (+21%)
Value$314.9K (+$24.4K)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED
Shares2,235 from 2,267
Change-32 (-1%)
Value$308.4K (-$39.5K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$275.9K (-$30.9K)
Filed 2026-11-05
Entrewealth, LLC
UNCHANGED
Shares1,916 from 1,916
Change0 (0%)
Value$264.3K (-$25.2K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares1,857 from 1,855
Change+2 (+0%)
Value$257.4K (-$16.6K)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$254.4K (-$28.5K)
Filed 2026-10-21
Breakwater Capital Group
DECREASED
Shares1,830 from 1,947
Change-117 (-6%)
Value$252.5K (-$46.2K)
Filed 2026-10-09
Bonfire Financial
INCREASED
Shares1,790 from 1,762
Change+28 (+2%)
Value$247.0K (-$23.3K)
Filed 2026-11-06
Financial Synergies Wealth Advisors, Inc.
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$238.0K (-$26.7K)
Filed 2026-10-16
GC Wealth Management RIA, LLC
INCREASED
Shares1,711 from 1,690
Change+21 (+1%)
Value$236.0K (-$23.2K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$227.3K (-$25.5K)
Filed 2026-10-30
IFG Advisors, LLC
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$218.8K (-$24.5K)
Filed 2026-10-15
Sprinkle Financial Consultants LLC
INCREASED
Shares1,570 from 1,568
Change+2 (+0%)
Value$216.7K (-$23.9K)
Filed 2026-10-09
Trail Ridge Investment Advisors, LLC
INCREASED
Shares1,552 from 1,391
Change+161 (+12%)
Value$214.1K (+$691)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares1,411 from 1,411
Change0 (0%)
Value$194.6K (-$21.8K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$178.9K (-$20.1K)
Filed 2026-10-22
MidAtlantic Capital Management, Inc.
NEW
Shares1,284
Change+1,284
Value$177.1K
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$172.4K (-$19.3K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$158.8K (-$17.8K)
Filed 2026-10-23
Arcadia Investment Advisors LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$150.9K (-$16.9K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares1,021 from 1,020
Change+1 (+0%)
Value$140.9K (-$15.5K)
Filed 2026-11-06
First Horizon Corp
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$108.3K (-$12.1K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
NEW
Shares784
Change+784
Value$108.1K
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$85.7K (-$9.6K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$80.8K (-$9.1K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares577 from 601
Change-24 (-4%)
Value$79.6K (-$8.4K)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares461 from 76
Change+385 (+507%)
Value$63.6K (+$51.9K)
Filed 2026-11-06
Allworth Financial LP
NEW
Shares443
Change+443
Value$68.0K
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$57.3K (-$6.4K)
Filed 2026-11-06
First Pacific Financial
INCREASED
Shares350 from 349
Change+1 (+0%)
Value$48.2K (-$5.3K)
Filed 2026-10-14
Hurley Capital, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$39.2K (-$4.4K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
INCREASED
Shares261 from 260
Change+1 (+0%)
Value$36.0K (-$4.0K)
Filed 2026-11-02
Compass Financial Management LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$28.3K (-$3.3K)
Filed 2026-10-30
Davis Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$27.6K (-$3.1K)
Filed 2026-10-08
Monetary Solutions, Ltd
NEW
Shares185
Change+185
Value$25.5K
Filed 2026-10-22
Washington Trust Advisors, Inc.
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$23.6K (-$2.6K)
Filed 2026-10-22
Hilltop National Bank
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$19.3K (-$2.2K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$17.8K (-$2.0K)
Filed 2026-10-26
Lanark Financial, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$14.5K (-$1.6K)
Filed 2026-10-26
DeDora Capital, Inc.
NEW
Shares102
Change+102
Value$14.1K
Filed 2026-10-26
CFG Wealth Management Services, Inc.
NEW
Shares76
Change+76
Value$10.5K
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$9.8K (-$1.1K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares67 from 66
Change+1 (+2%)
Value$9.2K (-$883)
Filed 2026-10-22
US Bancorp \de\
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$7.3K (-$820)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares50 from 977
Change-927 (-95%)
Value$6.9K (-$143.0K)
Filed 2026-10-16
Blue Trust, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.9K (-$774)
Filed 2026-10-15
Nvwm, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$5.0K (-$557)
Filed 2026-10-14
SYM Financial Corp
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.3K (-$480)
Filed 2026-10-26
Abound Wealth Management
NEW
Shares20
Change+20
Value$2.8K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares18
Change+18
Value$2.5K
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$828 (-$93)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$552 (-$62)
Filed 2026-11-05
Advisor Resource Council
CLOSED
Shares0 from 3,855
Change-3,855 (-100%)
Value$0 (-$586.3K)
Filed 2026-11-05
Fund Evaluation Group, LLC
CLOSED
Shares0 from 3,155
Change-3,155 (-100%)
Value$0 (-$484.1K)
Filed 2026-11-05
World Equity Group, Inc.
CLOSED
Shares0 from 1,589
Change-1,589 (-100%)
Value$0 (-$243.8K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 1,362
Change-1,362 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-21
Certified Advisory Corp
CLOSED
Shares0 from 1,349
Change-1,349 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-29
Tucker Asset Management LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 222,727
Change-222,727 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 170,087
Change-170,087 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 122,394
Change-122,394 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 90,168
Change-90,168 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 80,275
Change-80,275 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 77,527
Change-77,527 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 60,595
Change-60,595 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 51,756
Change-51,756 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 51,076
Change-51,076 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 49,852
Change-49,852 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 42,651
Change-42,651 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 40,081
Change-40,081 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 33,778
Change-33,778 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 33,396
Change-33,396 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 33,194
Change-33,194 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 29,404
Change-29,404 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,138
Change-25,138 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 25,110
Change-25,110 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 24,465
Change-24,465 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,292
Change-23,292 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,716
Change-22,716 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,053
Change-21,053 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,723
Change-18,723 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 17,140
Change-17,140 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,449
Change-14,449 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,406
Change-13,406 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,681
Change-12,681 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,583
Change-10,583 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,564
Change-10,564 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 10,148
Change-10,148 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,207
Change-9,207 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,089
Change-9,089 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 8,196
Change-8,196 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 7,808
Change-7,808 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,621
Change-7,621 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 7,374
Change-7,374 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
&partners
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 958
Change-958 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 769
Change-769 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 623
Change-623 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 474
Change-474 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 392
Change-392 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 265
Change-265 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 215
Change-215 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 207
Change-207 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED231,113222,272+8,841+4%$34.1M$31.9M-$2.2M2026-11-06
Alliance Wealth Advisors, LLC
INCREASED123,809110,686+13,123+12%$17.0M$17.1M+$98.0K2026-10-28
Legacies Wealth LLC
INCREASED101,518100,694+824+1%$15.4M$14.0M-$1.4M2026-11-02
Grey Fox Wealth Advisors, LLC
NEW97,390—+97,390——$13.4M—2026-11-03
Code Waechter LLC
INCREASED61,57757,143+4,434+8%$8.8M$8.5M-$272.3K2026-10-23
LMG Wealth Partners, LLC
INCREASED58,36458,265+99+0%$8.9M$8.1M-$887.6K2026-11-05
Kieckhefer Group LLC
DECREASED40,40040,429-290%$6.2M$5.6M-$629.5K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED28,87832,531-3,653-11%$4.9M$4.0M-$864.5K2026-10-13
PFG Advisors
INCREASED28,43627,059+1,377+5%$4.2M$3.9M-$228.6K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED19,98620,115-129-1%$3.1M$2.8K-$3.1M2026-11-02
Vise Technologies, Inc.
NEW19,447—+19,447——$2.7M—2026-10-29
Capital Wealth Management, LLC
INCREASED17,82017,158+662+4%$2.6M$2.5M-$174.2K2026-10-27
Strategic Blueprint, LLC
INCREASED17,66615,046+2,620+17%$2.3M$2.4M+$128.6K2026-10-22
Veratis Advisors, Inc.
DECREASED16,79017,027-237-1%$2.6M$2.3M-$296.0K2026-11-03
Commonwealth Equity Services, LLC
DECREASED15,08620,254-5,168-26%$3.1M$2.1M-$1.0M2026-11-02
Kestra Advisory Services, LLC
INCREASED14,61414,265+349+2%$2.2M$2.0M-$172.5K2026-11-02
Studio Investment Management LLC
DECREASED14,40515,942-1,537-10%$2.4M$2.0M-$458.7K2026-10-22
Diversified Enterprises, LLC
INCREASED13,20712,226+981+8%$1.9M$1.8M-$53.9K2026-10-19
Schear Investment Advisers, LLC
NEW13,012—+13,012——$1.8M—2026-10-14
Tempo Wealth, LLC
DECREASED13,01213,127-115-1%$2.0M$1.8M-$218.9K2026-10-14
St. Louis Trust Co
UNCHANGED12,29012,29000%$11.4M$1.7M-$9.7M2026-11-03
D.A. Davidson & Co.
INCREASED11,75211,231+521+5%$1.7M$1.6M-$101.9K2026-10-28
Creative Financial Designs Inc
DECREASED10,41610,725-309-3%$1.6M$1.4M-$208.5K2026-11-04
Crescent Sterling, Ltd.
INCREASED9,6139,207+406+4%$1.4M$1.3M-$86.4K2026-10-16
Bank of New Hampshire
DECREASED9,39511,395-2,000-18%$1.7M$1.3M-$452.2K2026-10-06
Junk Investment Group, LLC
INCREASED8,5577,635+922+12%$1.2M$1.2M+$9.1K2026-10-19
Summit Asset Management, LLC
INCREASED8,4577,936+521+7%$1.2M$1.2M-$50.9K2026-11-05
Riversedge Advisors, LLC
INCREASED8,3647,958+406+5%$1.2M$1.2M-$67.2K2026-10-09
Sovran Advisors, LLC
DECREASED8,2878,298-110%$1.2M$1.2M-$43.7K2026-11-02
Del-Sette Capital Management, LLC
DECREASED7,9138,435-522-6%$1.3M$1.1M-$202.5K2026-10-23
Ackerman Capital Advisors, LLC
DECREASED7,8678,095-228-3%$1.2M$1.1M-$156.7K2026-10-30
Simplicity Wealth,LLC
INCREASED7,5493,763+3,786+101%$577.3K$1.0M+$464.1K2026-10-23
Strategic Advocates LLC
INCREASED6,7356,483+252+4%$994.6K$929.1K-$65.5K2026-11-03
MGO One Seven LLC
INCREASED6,1435,860+283+5%$899.0K$847.4K-$51.6K2026-10-28
SpringVest Wealth Management LLC
UNCHANGED5,0665,06600%$777.2K$698.9K-$78.4K2026-10-27
Truist Financial Corp
DECREASED5,0295,277-248-5%$809.6K$693.8K-$115.8K2026-10-30
Merit Financial Group, LLC
UNCHANGED4,7044,70400%$721.7K$648.9K-$72.8K2026-11-06
Rodgers & Associates, LTD
DECREASED4,6074,789-182-4%$734.7K$635.5K-$99.2K2026-10-20
Farther Finance Advisors, LLC
UNCHANGED4,5644,56400%$700.1K$629.6K-$70.6K2026-10-08
Kestra Private Wealth Services, LLC
DECREASED4,3845,086-702-14%$780.4K$604.7K-$175.6K2026-11-06
Independent Financial Group, LLC
INCREASED4,2354,209+26+1%$645.8K$584.3K-$61.5K2026-10-13
Silverlake Wealth Management LLC
INCREASED3,6553,650+5+0%$559.9K$504.2K-$55.8K2026-10-21
Livet Wealth, LLC
DECREASED3,5783,911-333-9%$600.0K$493.5K-$106.4K2026-10-27
Washington Capital Management, Inc
UNCHANGED3,5003,50000%$537.0K$482.8K-$54.1K2026-10-19
Prospera Financial Services Inc
DECREASED3,1963,470-274-8%$532.4K$452.1K-$80.3K2026-11-04
Prevail Innovative Wealth Advisors, LLC
NEW3,117—+3,117——$433.1K—2026-10-20
CoreCap Advisors, LLC
INCREASED2,8952,116+779+37%$324.6K$399.4K+$74.7K2026-10-08
Heartwood Wealth Advisors LLC
UNCHANGED2,8092,80900%$431.0K$387.5K-$43.5K2026-10-05
StoneX Group Inc.
NEW2,615—+2,615——$377.1K—2026-11-03
J.W. Cole Advisors, Inc.
DECREASED2,5882,616-28-1%$401.3K$357.0K-$44.2K2026-11-05
Insight 2811, Inc.
INCREASED2,5742,535+39+2%$388.9K$355.1K-$33.8K2026-11-06
Financial Planning Hawaii, Inc.
UNCHANGED2,5702,57000%$394.3K$354.5K-$39.8K2026-10-13
Savant Capital, LLC
DECREASED2,5695,126-2,557-50%$712.4K$354.4K-$358.0K2026-11-06
Meridian Wealth Management, LLC
DECREASED2,5333,170-637-20%$486.4K$349.4K-$137.0K2026-11-05
Creative Planning
INCREASED2,4362,435+1+0%$373.5K$336.0K-$37.5K2026-11-02
Citigroup Inc
UNCHANGED2,3952,39500%$367.4K$330.4K-$37.1K2026-11-04
Fifth Third Bancorp
INCREASED2,2831,894+389+21%$290.6K$314.9K+$24.4K2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED2,2352,267-32-1%$347.9K$308.4K-$39.5K2026-10-20
Elevation Point Wealth Partners, LLC
UNCHANGED2,0002,00000%$306.8K$275.9K-$30.9K2026-11-05
Entrewealth, LLC
UNCHANGED1,9161,91600%$289.5K$264.3K-$25.2K2026-10-14
Chicago Partners Investment Group LLC
INCREASED1,8571,855+2+0%$274.0K$257.4K-$16.6K2026-10-27
Sunrise Financial Services, LLC
UNCHANGED1,8441,84400%$282.9K$254.4K-$28.5K2026-10-21
Breakwater Capital Group
DECREASED1,8301,947-117-6%$298.7K$252.5K-$46.2K2026-10-09
Bonfire Financial
INCREASED1,7901,762+28+2%$270.3K$247.0K-$23.3K2026-11-06
Financial Synergies Wealth Advisors, Inc.
UNCHANGED1,7251,72500%$264.7K$238.0K-$26.7K2026-10-16
GC Wealth Management RIA, LLC
INCREASED1,7111,690+21+1%$259.3K$236.0K-$23.2K2026-11-02
Parr Mcknight Wealth Management Group, LLC
UNCHANGED1,6481,64800%$252.8K$227.3K-$25.5K2026-10-30
IFG Advisors, LLC
UNCHANGED1,5861,58600%$243.3K$218.8K-$24.5K2026-10-15
Sprinkle Financial Consultants LLC
INCREASED1,5701,568+2+0%$240.5K$216.7K-$23.9K2026-10-09
Trail Ridge Investment Advisors, LLC
INCREASED1,5521,391+161+12%$213.4K$214.1K+$6912026-10-16
Archer Investment Corp
UNCHANGED1,4111,41100%$216.5K$194.6K-$21.8K2026-11-05
Barrett & Company, Inc.
UNCHANGED1,2971,29700%$199.0K$178.9K-$20.1K2026-10-22
MidAtlantic Capital Management, Inc.
NEW1,284—+1,284——$177.1K—2026-11-05
Parallel Advisors, LLC
UNCHANGED1,2501,25000%$191.8K$172.4K-$19.3K2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED1,1511,15100%$176.6K$158.8K-$17.8K2026-10-23
Arcadia Investment Advisors LLC
UNCHANGED1,0941,09400%$167.8K$150.9K-$16.9K2026-10-13
Clearstead Advisors, LLC
INCREASED1,0211,020+1+0%$156.4K$140.9K-$15.5K2026-11-06
First Horizon Corp
UNCHANGED78578500%$120.4K$108.3K-$12.1K2026-10-26
Harbor Asset Planning, Inc.
NEW784—+784——$108.1K—2026-10-23
Triumph Capital Management
UNCHANGED62162100%$95.3K$85.7K-$9.6K2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED58658600%$89.9K$80.8K-$9.1K2026-10-22
Salomon & Ludwin, LLC
DECREASED577601-24-4%$88.0K$79.6K-$8.4K2026-10-29
Russell Investments Group, Ltd.
INCREASED46176+385+507%$11.7K$63.6K+$51.9K2026-11-06
Allworth Financial LP
NEW443—+443——$68.0K—2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED41541500%$63.7K$57.3K-$6.4K2026-11-06
First Pacific Financial
INCREASED350349+1+0%$53.5K$48.2K-$5.3K2026-10-14
Hurley Capital, LLC
UNCHANGED28428400%$43.6K$39.2K-$4.4K2026-11-05
Birchwood Financial Partners, Inc.
INCREASED261260+1+0%$39.9K$36.0K-$4.0K2026-11-02
Compass Financial Management LLC
UNCHANGED20520500%$31.5K$28.3K-$3.3K2026-10-30
Davis Capital Management
UNCHANGED20020000%$30.7K$27.6K-$3.1K2026-10-08
Monetary Solutions, Ltd
NEW185—+185——$25.5K—2026-10-22
Washington Trust Advisors, Inc.
UNCHANGED17117100%$26.2K$23.6K-$2.6K2026-10-22
Hilltop National Bank
UNCHANGED14014000%$21.5K$19.3K-$2.2K2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED12912900%$19.8K$17.8K-$2.0K2026-10-26
Lanark Financial, Inc.
UNCHANGED10510500%$16.1K$14.5K-$1.6K2026-10-26
DeDora Capital, Inc.
NEW102—+102——$14.1K—2026-10-26
CFG Wealth Management Services, Inc.
NEW76—+76——$10.5K—2026-10-21
Mather Group, Llc.
UNCHANGED717100%$10.9K$9.8K-$1.1K2026-10-14
SBI Securities Co., Ltd.
INCREASED6766+1+2%$10.1K$9.2K-$8832026-10-22
US Bancorp \de\
UNCHANGED535300%$8.1K$7.3K-$8202026-11-05
IFP Advisors, Inc
DECREASED50977-927-95%$149.9K$6.9K-$143.0K2026-10-16
Blue Trust, Inc.
UNCHANGED505000%$7.7K$6.9K-$7742026-10-15
Nvwm, LLC
UNCHANGED363600%$5.5K$5.0K-$5572026-10-14
SYM Financial Corp
UNCHANGED313100%$4.8K$4.3K-$4802026-10-26
Abound Wealth Management
NEW20—+20——$2.8K—2026-10-26
Root Financial Partners, LLC
NEW18—+18——$2.5K—2026-10-21
Assetmark, Inc
UNCHANGED6600%$921$828-$932026-10-21
Larson Financial Group LLC
UNCHANGED4400%$614$552-$622026-11-05
Advisor Resource Council
CLOSED03,855-3,855-100%$586.3K$0-$586.3K2026-11-05
Fund Evaluation Group, LLC
CLOSED03,155-3,155-100%$484.1K$0-$484.1K2026-11-05
World Equity Group, Inc.
CLOSED01,589-1,589-100%$243.8K$0-$243.8K2026-10-14
OpenArc Corporate Advisory, LLC
CLOSED01,362-1,362-100%$209.0K$0-$209.0K2026-10-21
Certified Advisory Corp
CLOSED01,349-1,349-100%$207.0K$0-$207.0K2026-10-29
Tucker Asset Management LLC
CLOSED010-10-100%$1.5K$0-$1.5K2026-10-29
Morgan Stanley
N/A—222,727-222,727-100%$34.2M———
Raymond James Financial Inc
N/A—170,087-170,087-100%$26.1M———
Bank of America Corp
N/A—122,394-122,394-100%$18.8M———
Mariner, LLC
N/A—90,168-90,168-100%$13.8M———
Steward Partners Investment Advisory, LLC
N/A—80,275-80,275-100%$12.3M———
Northwestern Mutual Wealth Management Co
N/A—77,527-77,527-100%$11.9M———
Global Retirement Partners, LLC
N/A—60,595-60,595-100%$9.3M———
Balanced Wealth Group LLC
N/A—51,756-51,756-100%$7.9M———
Envestnet Asset Management Inc
N/A—51,076-51,076-100%$7.8M———
Goldman Sachs Group Inc
N/A—50,000-50,000-100%$7.7M———
Principal Securities, Inc.
N/A—49,852-49,852-100%$7.6M———
Wells Fargo & Company
N/A—42,651-42,651-100%$6.5M———
Moneta Group Investment Advisors LLC
N/A—40,081-40,081-100%$6.1M———
RWA Wealth Partners, LLC
N/A—33,778-33,778-100%$5.2M———
Royal Bank of Canada
N/A—33,396-33,396-100%$5.1M———
Ameriprise Financial Inc
N/A—33,194-33,194-100%$5.1M———
Brown Advisory Inc
N/A—29,404-29,404-100%$4.5M———
UBS Group AG
N/A—25,138-25,138-100%$3.9M———
Lowery Thomas, LLC
N/A—25,110-25,110-100%$3.9M———
MidFirst Bank
N/A—24,465-24,465-100%$3.8M———
Janney Montgomery Scott LLC
N/A—23,292-23,292-100%$3.6M———
Cetera Investment Advisers
N/A—22,716-22,716-100%$3.5M———
JPMorgan Chase & Co
N/A—21,053-21,053-100%$3.2M———
Osaic Holdings, Inc.
N/A—18,723-18,723-100%$2.9M———
Financial Engines Advisors L.L.C.
N/A—17,140-17,140-100%$2.6M———
Private Advisor Group, LLC
N/A—14,449-14,449-100%$2.2M———
GTS Securities LLC
N/A—13,406-13,406-100%$2.1M———
MML Investors Services, LLC
N/A—12,681-12,681-100%$1.9M———
Mosaic Family Wealth Partners, LLC
N/A—10,583-10,583-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—10,564-10,564-100%$1.6M———
Silvercrest Asset Management Group LLC
N/A—10,148-10,148-100%$1.6M———
Stifel Financial Corp
N/A—9,207-9,207-100%$1.4M———
Equitable Holdings, Inc.
N/A—9,089-9,089-100%$1.4M———
Mercer Global Advisors Inc
N/A—9,051-9,051-100%$1.4M———
Alexander Labrunerie & Co., Inc.
N/A—8,196-8,196-100%$1.3M———
Vantus Wealth LLC
N/A—7,808-7,808-100%$1.2M———
Advyzon Investment Management, LLC
N/A—7,621-7,621-100%$1.2M———
Sierra Capital LLC
N/A—7,374-7,374-100%$1.1M———
Jones Financial Companies Lllp
N/A—7,146-7,146-100%$1.1M———
Brand Asset Management Group, Inc.
N/A—6,856-6,856-100%$1.1M———
Waverly Advisors, LLC
N/A—6,360-6,360-100%$975.8K———
Viawealth, LLC
N/A—5,802-5,802-100%$890.2K———
Naviter Wealth, LLC
N/A—5,778-5,778-100%$886.5K———
Summit Financial, LLC
N/A—5,055-5,055-100%$775.5K———
Pacific SUN Financial Corp
N/A—4,597-4,597-100%$705.3K———
Cannell & Spears LLC
N/A—4,365-4,365-100%$669.7K———
Vanguard National Trust Co
N/A—4,203-4,203-100%$644.8K———
&partners
N/A—3,614-3,614-100%$554.5K———
Beaird Harris Wealth Management, LLC
N/A—3,212-3,212-100%$492.8K———
Atlanta Consulting Group Advisors, LLC
N/A—3,185-3,185-100%$488.6K———
Clark Capital Management Group, Inc.
N/A—3,045-3,045-100%$467.2K———
Pinnacle Financial Partners, Inc.
N/A—2,895-2,895-100%$444.2K———
MAI Capital Management
N/A—2,802-2,802-100%$429.9K———
AQR Capital Management LLC
N/A—2,551-2,551-100%$391.4K———
Philadelphia Investment Partners, LLC
N/A—2,457-2,457-100%$377.0K———
Sequoia Financial Advisors, LLC
N/A—2,432-2,432-100%$373.1K———
Kinetic Wealth Investment Advisors LLC
N/A—2,261-2,261-100%$346.9K———
OneAscent Financial Services LLC
N/A—2,115-2,115-100%$324.5K———
Schnieders Capital Management, Llc.
N/A—2,040-2,040-100%$312.9K———
NewEdge Advisors, LLC
N/A—2,026-2,026-100%$310.9K———
Vestmark Advisory Solutions, Inc.
N/A—2,000-2,000-100%$306.8K———
Dakota Wealth Management
N/A—1,800-1,800-100%$276.2K———
Osborne Partners Capital Management, LLC
N/A—1,770-1,770-100%$271.6K———
Great Valley Advisor Group, Inc.
N/A—1,715-1,715-100%$263.2K———
Financial Strategies Group, Inc.
N/A—1,665-1,665-100%$248.7K———
Ausdal Financial Partners, Inc.
N/A—1,652-1,652-100%$253.4K———
EP Wealth Advisors, LLC
N/A—1,616-1,616-100%$247.9K———
Blair William & Co
N/A—1,615-1,615-100%$247.8K———
Stansberry Asset Management, LLC
N/A—1,503-1,503-100%$230.6K———
Godshalk Welsh Capital Management, Inc.
N/A—1,485-1,485-100%$227.8K———
Focus Partners Wealth
N/A—1,413-1,413-100%$216.9K———
Pettyjohn, Wood & White, Inc
N/A—1,400-1,400-100%$214.8K———
Easterly Investment Partners LLC
N/A—1,352-1,352-100%$207.4K———
FMR LLC
N/A—1,335-1,335-100%$204.8K———
BFC Planning, Inc.
N/A—1,330-1,330-100%$204.0K———
O'shaughnessy Asset Management, LLC
N/A—1,062-1,062-100%$162.9K———
Aptus Capital Advisors, LLC
N/A—987-987-100%$151.4K———
Vanguard Advisers Inc
N/A—958-958-100%$146.9K———
Continuum Advisory, LLC
N/A—807-807-100%$123.8K———
Ameriflex Group, Inc.
N/A—769-769-100%$117.9K———
Keating Financial Advisory Services, Inc.
N/A—623-623-100%$95.6K———
Bank of Montreal
N/A—474-474-100%$72.7K———
Rockefeller Capital Management L.P.
N/A—392-392-100%$60.2K———
Smartleaf Asset Management LLC
N/A—327-327-100%$49.7K———
AE Wealth Management LLC
N/A—310-310-100%$47.6K———
Qube Research & Technologies Ltd
N/A—265-265-100%$40.7K———
Arax Advisory Partners
N/A—215-215-100%$33.0K———
Highland Investment Advisors LLC
N/A—209-209-100%$32.1K———
Bessemer Group Inc
N/A—207-207-100%$32.0K———
Harbour Investments, Inc.
N/A—205-205-100%$31.5K———
IFG Advisory, LLC
N/A—204-204-100%$31.3K———
UBS Asset Management Americas LLC
N/A—94-94-100%$14.4K———
Cornerstone Financial Management LLC
N/A—82-82-100%$12.6K———
HM Payson & Co
N/A—30-30-100%$4.6K———
Quent Capital, LLC
N/A—12-12-100%$1.8K———
Glassman Wealth Services
N/A—8-8-100%$1.2K———
Showing 210 of 210 institutions