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Vanguard US Multifactor ETF (VFMF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
NEW
Shares644,648
Change+644,648
Value$115.1M
Filed 2026-10-22
Anderson Hoagland & Co
INCREASED
Shares309,619 from 302,472
Change+7,147 (+2%)
Value$58.4M (+$4.9M)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares134,324 from 124,650
Change+9,674 (+8%)
Value$24.0M (+$1.9M)
Filed 2026-11-06
Systelligence, LLC
DECREASED
Shares117,344 from 160,678
Change-43,334 (-27%)
Value$4.5M (-$23.9M)
Filed 2026-11-05
Opus Capital Group, LLC
INCREASED
Shares107,794 from 107,138
Change+656 (+1%)
Value$19.2K (-$18.9M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares88,976 from 86,812
Change+2,164 (+2%)
Value$15.9K (-$15.3M)
Filed 2026-11-02
UMB Bank, n.a.
UNCHANGED
Shares66,037 from 66,037
Change0 (0%)
Value$11.8M (+$101.7K)
Filed 2026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares54,569 from 54,569
Change0 (0%)
Value$9.7M ($0)
Filed 2026-11-03
Advisortrust Partners, LLC
INCREASED
Shares35,608 from 34,070
Change+1,538 (+5%)
Value$6.4M (+$326.9K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares22,664 from 3,659
Change+19,005 (+519%)
Value$4.0M (+$3.4M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares21,572 from 20,611
Change+961 (+5%)
Value$3.9M (+$203.2K)
Filed 2026-11-02
TFB Advisors LLC
INCREASED
Shares21,275 from 19,206
Change+2,069 (+11%)
Value$3.8M (+$399.0K)
Filed 2026-11-02
Partners in Financial Planning
DECREASED
Shares19,000 from 19,325
Change-325 (-2%)
Value$3.4M (-$28.2K)
Filed 2026-11-06
Chris Bulman Inc
NEW
Shares18,176
Change+18,176
Value$3.2M
Filed 2026-10-20
RHS Financial, LLC
INCREASED
Shares17,915 from 7,967
Change+9,948 (+125%)
Value$3.2M (+$1.8M)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares16,824 from 15,169
Change+1,655 (+11%)
Value$3.0M (+$318.8K)
Filed 2026-10-28
Cedar Point Capital Partners, LLC
INCREASED
Shares16,183 from 15,926
Change+257 (+2%)
Value$2.9M (+$70.4K)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares15,217 from 15,156
Change+61 (+0%)
Value$2.7M (+$34.2K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
DECREASED
Shares14,707 from 15,363
Change-656 (-4%)
Value$2.6M (-$93.4K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED
Shares13,085 from 12,461
Change+624 (+5%)
Value$2.3M (+$130.5K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares12,518 from 12,619
Change-101 (-1%)
Value$2.2M (+$1.4K)
Filed 2026-10-16
Perryman Financial Advisory Inc
INCREASED
Shares9,955 from 9,442
Change+513 (+5%)
Value$1.8M (+$106.2K)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares9,713 from 9,743
Change-30 (0%)
Value$1.7M (+$9.6K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,943 from 7,849
Change+1,094 (+14%)
Value$1.6M (+$207.3K)
Filed 2026-10-13
Clark Asset Management, LLC
INCREASED
Shares6,355 from 6,350
Change+5 (+0%)
Value$1.1M (+$10.7K)
Filed 2026-10-19
Seed Wealth Management, Inc.
DECREASED
Shares6,150 from 6,650
Change-500 (-8%)
Value$1.1M (-$79.0K)
Filed 2026-10-20
Parsons Capital Management Inc
INCREASED
Shares4,825 from 1,932
Change+2,893 (+150%)
Value$861.3K (+$519.4K)
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares4,607 from 2,266
Change+2,341 (+103%)
Value$822.6K (+$421.8K)
Filed 2026-10-23
Founders Financial Securities LLC
NEW
Shares4,376
Change+4,376
Value$781.2K
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares3,621 from 1,559
Change+2,062 (+132%)
Value$646.4K (+$370.5K)
Filed 2026-11-05
Compass Ion Advisors, LLC
INCREASED
Shares3,378 from 2,837
Change+541 (+19%)
Value$603.0K (+$100.9K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares3,211 from 3,071
Change+140 (+5%)
Value$573.1K (+$29.7K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares3,110 from 2,414
Change+696 (+29%)
Value$555.1K (+$127.9K)
Filed 2026-10-13
Capital Square, LLC
INCREASED
Shares3,048 from 2,627
Change+421 (+16%)
Value$544.2K (+$72.2K)
Filed 2026-10-19
Studio Investment Management LLC
INCREASED
Shares2,552 from 2,124
Change+428 (+20%)
Value$455.6K (+$79.7K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares2,085 from 2,181
Change-96 (-4%)
Value$372.1K (-$13.8K)
Filed 2026-11-02
Cassia Capital Partners, LLC
DECREASED
Shares2,083 from 2,136
Change-53 (-2%)
Value$371.8K (-$6.2K)
Filed 2026-11-04
Wedbush Securities Inc
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$332 (-$328.7K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares1,765 from 1,242
Change+523 (+42%)
Value$315.1K (+$95.3K)
Filed 2026-10-16
Modera Wealth Management, LLC
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$307.2K (+$2.7K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,679 from 1,679
Change0 (0%)
Value$299.7K (+$2.6K)
Filed 2026-10-15
First Citizens Financial Corp
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$291.7K (+$2.5K)
Filed 2026-10-02
Independent Financial Group, LLC
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$281.2K (+$2.4K)
Filed 2026-10-13
Simplicity Wealth,LLC
NEW
Shares1,533
Change+1,533
Value$273.7K
Filed 2026-10-23
Coquina Private Wealth LLC
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$250.6K (+$2.2K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares1,301 from 1,297
Change+4 (+0%)
Value$244.0K (+$10.7K)
Filed 2026-10-27
Optivise Advisory Services LLC
NEW
Shares1,254
Change+1,254
Value$223.9K
Filed 2026-10-19
May Hill Capital, LLC
INCREASED
Shares1,211 from 1,207
Change+4 (+0%)
Value$216.1K (+$2.6K)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$215.6K (+$1.9K)
Filed 2026-10-27
Absolute Capital Management, LLC
NEW
Shares1,172
Change+1,172
Value$209.2K
Filed 2026-10-16
Wingate Wealth Advisors, Inc.
NEW
Shares1,161
Change+1,161
Value$207.3K
Filed 2026-10-26
Kraft, Davis & Associates, LLC
NEW
Shares1,116
Change+1,116
Value$205.5K
Filed 2026-10-21
TFC Financial Management, Inc.
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$174.8K (+$1.5K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
NEW
Shares902
Change+902
Value$161.0K
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares880 from 330
Change+550 (+167%)
Value$157.1K (+$98.7K)
Filed 2026-11-06
SJS Investment Consulting Inc.
NEW
Shares694
Change+694
Value$123.9K
Filed 2026-10-26
Farther Finance Advisors, LLC
NEW
Shares578
Change+578
Value$103.3K
Filed 2026-10-08
Jnba Financial Advisors
INCREASED
Shares383 from 382
Change+1 (+0%)
Value$68.4K (+$818)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$53.6K (+$462)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares189 from 188
Change+1 (+1%)
Value$33.7K (+$404)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$18.0K (+$156)
Filed 2026-11-05
Spire Wealth Management
NEW
Shares90
Change+90
Value$16.1K
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.1K (+$18)
Filed 2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.0K (+$17)
Filed 2026-10-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 439
Change-439 (-100%)
Value$0 (-$78.0K)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$177)
Filed 2026-11-04
Envestnet Asset Management Inc
N/A
Shares— from 148,790
Change-148,790 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 58,773
Change-58,773 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 57,126
Change-57,126 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 44,273
Change-44,273 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 43,048
Change-43,048 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,724
Change-27,724 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 20,972
Change-20,972 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 20,336
Change-20,336 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 14,185
Change-14,185 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 11,419
Change-11,419 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,447
Change-9,447 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,360
Change-8,360 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 8,339
Change-8,339 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,794
Change-4,794 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 591
Change-591 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 518
Change-518 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 339
Change-339 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 282
Change-282 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 274
Change-274 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 162
Change-162 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 124
Change-124 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 40
Change-40 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Brookstone Capital Management
NEW644,648—+644,648——$115.1M—2026-10-22
Anderson Hoagland & Co
INCREASED309,619302,472+7,147+2%$53.5M$58.4M+$4.9M2026-10-23
LPL Financial LLC
INCREASED134,324124,650+9,674+8%$22.1M$24.0M+$1.9M2026-11-06
Systelligence, LLC
DECREASED117,344160,678-43,334-27%$28.4M$4.5M-$23.9M2026-11-05
Opus Capital Group, LLC
INCREASED107,794107,138+656+1%$19.0M$19.2K-$18.9M2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED88,97686,812+2,164+2%$15.4M$15.9K-$15.3M2026-11-02
UMB Bank, n.a.
UNCHANGED66,03766,03700%$11.7M$11.8M+$101.7K2026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED54,56954,56900%$9.7M$9.7M$02026-11-03
Advisortrust Partners, LLC
INCREASED35,60834,070+1,538+5%$6.0M$6.4M+$326.9K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED22,6643,659+19,005+519%$647.5K$4.0M+$3.4M2026-10-20
Commonwealth Equity Services, LLC
INCREASED21,57220,611+961+5%$3.6M$3.9M+$203.2K2026-11-02
TFB Advisors LLC
INCREASED21,27519,206+2,069+11%$3.4M$3.8M+$399.0K2026-11-02
Partners in Financial Planning
DECREASED19,00019,325-325-2%$3.4M$3.4M-$28.2K2026-11-06
Chris Bulman Inc
NEW18,176—+18,176——$3.2M—2026-10-20
RHS Financial, LLC
INCREASED17,9157,967+9,948+125%$1.4M$3.2M+$1.8M2026-10-13
MGO One Seven LLC
INCREASED16,82415,169+1,655+11%$2.7M$3.0M+$318.8K2026-10-28
Cedar Point Capital Partners, LLC
INCREASED16,18315,926+257+2%$2.8M$2.9M+$70.4K2026-10-29
Victory Financial Group, LLC
INCREASED15,21715,156+61+0%$2.7M$2.7M+$34.2K2026-10-27
Walkner Condon Financial Advisors LLC
DECREASED14,70715,363-656-4%$2.7M$2.6M-$93.4K2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED13,08512,461+624+5%$2.2M$2.3M+$130.5K2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED12,51812,619-101-1%$2.2M$2.2M+$1.4K2026-10-16
Perryman Financial Advisory Inc
INCREASED9,9559,442+513+5%$1.7M$1.8M+$106.2K2026-10-16
Apollon Wealth Management, LLC
DECREASED9,7139,743-300%$1.7M$1.7M+$9.6K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED8,9437,849+1,094+14%$1.4M$1.6M+$207.3K2026-10-13
Clark Asset Management, LLC
INCREASED6,3556,350+5+0%$1.1M$1.1M+$10.7K2026-10-19
Seed Wealth Management, Inc.
DECREASED6,1506,650-500-8%$1.2M$1.1M-$79.0K2026-10-20
Parsons Capital Management Inc
INCREASED4,8251,932+2,893+150%$341.9K$861.3K+$519.4K2026-10-28
Harbor Asset Planning, Inc.
INCREASED4,6072,266+2,341+103%$400.9K$822.6K+$421.8K2026-10-23
Founders Financial Securities LLC
NEW4,376—+4,376——$781.2K—2026-10-28
Nations Financial Group Inc,
INCREASED3,6211,559+2,062+132%$275.9K$646.4K+$370.5K2026-11-05
Compass Ion Advisors, LLC
INCREASED3,3782,837+541+19%$502.0K$603.0K+$100.9K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED3,2113,071+140+5%$543.5K$573.1K+$29.7K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED3,1102,414+696+29%$427.3K$555.1K+$127.9K2026-10-13
Capital Square, LLC
INCREASED3,0482,627+421+16%$472.0K$544.2K+$72.2K2026-10-19
Studio Investment Management LLC
INCREASED2,5522,124+428+20%$375.9K$455.6K+$79.7K2026-10-22
Kestra Advisory Services, LLC
DECREASED2,0852,181-96-4%$385.9K$372.1K-$13.8K2026-11-02
Cassia Capital Partners, LLC
DECREASED2,0832,136-53-2%$378.0K$371.8K-$6.2K2026-11-04
Wedbush Securities Inc
UNCHANGED1,8601,86000%$329.0K$332-$328.7K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED1,7651,242+523+42%$219.8K$315.1K+$95.3K2026-10-16
Modera Wealth Management, LLC
UNCHANGED1,7211,72100%$304.6K$307.2K+$2.7K2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED1,6791,67900%$297.1K$299.7K+$2.6K2026-10-15
First Citizens Financial Corp
UNCHANGED1,6341,63400%$289.2K$291.7K+$2.5K2026-10-02
Independent Financial Group, LLC
UNCHANGED1,5751,57500%$278.7K$281.2K+$2.4K2026-10-13
Simplicity Wealth,LLC
NEW1,533—+1,533——$273.7K—2026-10-23
Coquina Private Wealth LLC
UNCHANGED1,4041,40400%$248.5K$250.6K+$2.2K2026-10-27
Chicago Partners Investment Group LLC
INCREASED1,3011,297+4+0%$233.3K$244.0K+$10.7K2026-10-27
Optivise Advisory Services LLC
NEW1,254—+1,254——$223.9K—2026-10-19
May Hill Capital, LLC
INCREASED1,2111,207+4+0%$213.5K$216.1K+$2.6K2026-11-03
Parkside Financial Bank & Trust
UNCHANGED1,2081,20800%$213.8K$215.6K+$1.9K2026-10-27
Absolute Capital Management, LLC
NEW1,172—+1,172——$209.2K—2026-10-16
Wingate Wealth Advisors, Inc.
NEW1,161—+1,161——$207.3K—2026-10-26
Kraft, Davis & Associates, LLC
NEW1,116—+1,116——$205.5K—2026-10-21
TFC Financial Management, Inc.
UNCHANGED97997900%$173.3K$174.8K+$1.5K2026-10-26
Capital Investment Advisory Services, LLC
NEW902—+902——$161.0K—2026-10-30
PNC Financial Services Group, Inc.
INCREASED880330+550+167%$58.4K$157.1K+$98.7K2026-11-06
SJS Investment Consulting Inc.
NEW694—+694——$123.9K—2026-10-26
Farther Finance Advisors, LLC
NEW578—+578——$103.3K—2026-10-08
Jnba Financial Advisors
INCREASED383382+1+0%$67.6K$68.4K+$8182026-11-03
Private Trust Co NA
UNCHANGED30030000%$53.1K$53.6K+$4622026-10-20
Glass Jacobson Investment Advisors llc
INCREASED189188+1+1%$33.3K$33.7K+$4042026-10-26
US Bancorp \de\
UNCHANGED10110100%$17.9K$18.0K+$1562026-11-05
Spire Wealth Management
NEW90—+90——$16.1K—2026-10-30
Assetmark, Inc
UNCHANGED121200%$2.1K$2.1K+$182026-10-21
Central Pacific Bank - Trust Division
UNCHANGED111100%$1.9K$2.0K+$172026-10-06
International Assets Investment Management, LLC
CLOSED0439-439-100%$78.0K$0-$78.0K2026-11-02
Citigroup Inc
CLOSED01-1-100%$177$0-$1772026-11-04
Envestnet Asset Management Inc
N/A—148,790-148,790-100%$26.3M———
Raymond James Financial Inc
N/A—58,773-58,773-100%$10.4M———
Storen Legacy Partners, LLC
N/A—57,126-57,126-100%$10.1M———
Geneos Wealth Management Inc.
N/A—44,273-44,273-100%$7.8M———
Baron Silver Stevens Financial Advisors, LLC
N/A—43,048-43,048-100%$7.6M———
Osaic Holdings, Inc.
N/A—27,724-27,724-100%$4.9M———
Royal Bank of Canada
N/A—20,972-20,972-100%$3.7M———
Barnes Pettey Financial Advisors, LLC
N/A—20,336-20,336-100%$3.6M———
Two Sigma Investments, LP
N/A—16,900-16,900-100%$3.0M———
Resolute Wealth Advisor, Inc.
N/A—14,185-14,185-100%$2.2M———
Equitable Holdings, Inc.
N/A—12,889-12,889-100%$2.3M———
Calton & Associates, Inc.
N/A—11,419-11,419-100%$2.0M———
AQR Capital Management LLC
N/A—9,650-9,650-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—9,447-9,447-100%$1.7M———
NewEdge Advisors, LLC
N/A—8,976-8,976-100%$1.6M———
Goldman Sachs Group Inc
N/A—8,835-8,835-100%$1.6M———
UBS Group AG
N/A—8,360-8,360-100%$1.5M———
First Manhattan Co. Llc.
N/A—8,339-8,339-100%$1.5M———
Mariner, LLC
N/A—7,870-7,870-100%$1.4M———
Centric Wealth Management
N/A—7,610-7,610-100%$1.4M———
Stifel Financial Corp
N/A—7,250-7,250-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—6,143-6,143-100%$1.1M———
MML Investors Services, LLC
N/A—4,794-4,794-100%$848.3K———
Foundations Investment Advisors, LLC
N/A—3,689-3,689-100%$652.8K———
Sanctuary Advisors, LLC
N/A—3,047-3,047-100%$539.2K———
Thoroughbred Financial Services, LLC
N/A—2,924-2,924-100%$517.0K———
Greenline Wealth Management LLC
N/A—2,085-2,085-100%$369.0K———
TAGStone Capital, Inc.
N/A—2,042-2,042-100%$361.3K———
Harbour Investments, Inc.
N/A—1,806-1,806-100%$319.6K———
CreativeOne Wealth, LLC
N/A—1,743-1,743-100%$308.5K———
Essex Financial Services, Inc.
N/A—1,635-1,635-100%$289.4K———
Principal Securities, Inc.
N/A—1,631-1,631-100%$288.6K———
Steward Partners Investment Advisory, LLC
N/A—1,595-1,595-100%$282.3K———
World Investment Advisors
N/A—1,526-1,526-100%$236.7K———
Savvy Advisors, Inc.
N/A—1,489-1,489-100%$263.5K———
LRI Investments, LLC
N/A—1,291-1,291-100%$228.6K———
Centaurus Financial, Inc.
N/A—1,124-1,124-100%$199.0K———
Fiduciary Financial Advisors
N/A—591-591-100%$104.6K———
Northwestern Mutual Wealth Management Co
N/A—518-518-100%$91.7K———
Capital Analysts, LLC
N/A—501-501-100%$89.0K———
Bogart Wealth, LLC
N/A—500-500-100%$88.5K———
BlackRock, Inc.
N/A—427-427-100%$75.6K———
Strategic Wealth Partners, Ltd.
N/A—339-339-100%$60.0K———
Tidemark, LLC
N/A—321-321-100%$56.8K———
JPMorgan Chase & Co
N/A—282-282-100%$50.1K———
Wells Fargo & Company
N/A—274-274-100%$48.5K———
Vanguard Advisers Inc
N/A—162-162-100%$28.7K———
Morgan Stanley
N/A—124-124-100%$22.0K———
IFG Advisory, LLC
N/A—122-122-100%$21.5K———
Ankerstar Wealth, LLC
N/A—94-94-100%$16.6K———
Arax Advisory Partners
N/A—40-40-100%$7.1K———
ST Germain D J Co Inc
N/A—19-19-100%$3.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—13-13-100%$2.3K———
Showing 119 of 119 institutions