Vanguard U.S. Quality Factor (VFQY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Armbruster Capital Management, Inc.

INCREASED

Shares193,243 from 191,754

Change+1,489 (+1%)

Value$32.9M (+$253.4K)

Filed 2026-10-19

LPL Financial LLC

INCREASED

Shares37,379 from 36,190

Change+1,189 (+3%)

Value$6.4M (+$202.5K)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares30,342 from 204

Change+30,138 (+14774%)

Value$5.2M (+$5.1M)

Filed 2026-10-08

Beacon Financial Planning, Inc

DECREASED

Shares25,448 from 25,958

Change-510 (-2%)

Value$4.3M (-$86.8K)

Filed 2026-11-04

Royal Fund Management, LLC

INCREASED

Shares19,574 from 18,246

Change+1,328 (+7%)

Value$3.3M (+$226.0K)

Filed 2026-10-22

Capital Advisors, Ltd. LLC

DECREASED

Shares18,213 from 21,013

Change-2,800 (-13%)

Value$3.1K (-$476)

Filed 2026-10-27

Coastline Trust Co

DECREASED

Shares13,466 from 13,860

Change-394 (-3%)

Value$2.3M (-$67.1K)

Filed 2026-10-01

Root Financial Partners, LLC

DECREASED

Shares12,916 from 13,100

Change-184 (-1%)

Value$2.2M (-$31.3K)

Filed 2026-10-21

Vise Technologies, Inc.

INCREASED

Shares12,587 from 11,505

Change+1,082 (+9%)

Value$2.1M (+$184.3K)

Filed 2026-10-29

Chicago Partners Investment Group LLC

DECREASED

Shares10,203 from 11,543

Change-1,340 (-12%)

Value$1.8M (-$149.9K)

Filed 2026-10-27

M Holdings Securities, Inc.

NEW

Shares8,977

Change+8,977

Value$1.6K

Filed 2026-11-03

Hobart Private Capital, LLC

DECREASED

Shares5,875 from 6,034

Change-159 (-3%)

Value$1.0M (-$27.1K)

Filed 2026-10-19

D.A. Davidson & Co.

UNCHANGED

Shares4,922 from 4,922

Change0 (0%)

Value$838.2K (-$3)

Filed 2026-10-28

Creative Planning

INCREASED

Shares4,815 from 3,454

Change+1,361 (+39%)

Value$820.0K (+$231.8K)

Filed 2026-11-02

WealthCare Investment Partners, LLC

INCREASED

Shares4,607 from 4,118

Change+489 (+12%)

Value$784.5K (+$83.3K)

Filed 2026-11-05

Kathmere Capital Management, LLC

UNCHANGED

Shares4,349 from 4,349

Change0 (0%)

Value$740.6K (-$3)

Filed 2026-10-20

GSG Advisors LLC

INCREASED

Shares4,317 from 4,307

Change+10 (+0%)

Value$735.1K (+$1.6K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares4,114 from 4,139

Change-25 (-1%)

Value$701 (-$704.3K)

Filed 2026-11-02

Security Financial Services, Inc.

DECREASED

Shares3,211 from 3,296

Change-85 (-3%)

Value$546.8K (-$14.4K)

Filed 2026-10-29

Thrivent Financial for Lutherans

NEW

Shares3,184

Change+3,184

Value$542

Filed 2026-11-05

Destiny Wealth Partners, LLC

NEW

Shares3,129

Change+3,129

Value$554.7K

Filed 2026-11-05

Kraft, Davis & Associates, LLC

UNCHANGED

Shares3,120 from 3,120

Change0 (0%)

Value$545.3K (+$21.2K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares3,111 from 3,168

Change-57 (-2%)

Value$540.6K (-$2.5K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares3,027 from 3,022

Change+5 (+0%)

Value$515.5K (+$890)

Filed 2026-11-02

BIP Wealth, LLC

DECREASED

Shares2,729 from 3,076

Change-347 (-11%)

Value$464.7K (-$59.1K)

Filed 2026-10-22

Professional Financial Advisors, LLC

INCREASED

Shares2,450 from 2,373

Change+77 (+3%)

Value$417.3K (+$13.2K)

Filed 2026-10-13

Dynamic Advisor Solutions LLC

INCREASED

Shares2,215 from 2,185

Change+30 (+1%)

Value$377.2K (+$5.1K)

Filed 2026-10-13

Melfa Wealth Management, Inc.

INCREASED

Shares1,564 from 1,536

Change+28 (+2%)

Value$266.3K (+$4.8K)

Filed 2026-11-06

Blackston Financial Advisory Group, LLC

DECREASED

Shares1,402 from 1,429

Change-27 (-2%)

Value$238.8K (-$4.5K)

Filed 2026-11-04

United Advisor Group, LLC

UNCHANGED

Shares1,380 from 1,380

Change0 (0%)

Value$235.0K (-$1)

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares1,292 from 1,208

Change+84 (+7%)

Value$219.9K (+$14.1K)

Filed 2026-11-02

TCI Wealth Advisors, Inc.

NEW

Shares1,228

Change+1,228

Value$209.1K

Filed 2026-10-30

Center for Financial Planning, Inc.

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$153.3K (-$1)

Filed 2026-10-26

IFP Advisors, Inc

DECREASED

Shares552 from 736

Change-184 (-25%)

Value$94.0K (-$31.3K)

Filed 2026-10-16

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares442 from 442

Change0 (0%)

Value$75.3K (-$1)

Filed 2026-10-26

PNC Financial Services Group, Inc.

DECREASED

Shares415 from 1,000

Change-585 (-58%)

Value$70.7K (-$99.6K)

Filed 2026-11-06

Fifth Third Bancorp

UNCHANGED

Shares388 from 388

Change0 (0%)

Value$66.1K (-$1)

Filed 2026-11-05

Capital Investment Advisory Services, LLC

NEW

Shares371

Change+371

Value$63.2K

Filed 2026-10-30

Mather Group, Llc.

UNCHANGED

Shares213 from 213

Change0 (0%)

Value$36.3K (-$1)

Filed 2026-10-14

Raleigh Capital Management Inc.

UNCHANGED

Shares129 from 129

Change0 (0%)

Value$22.0K ($0)

Filed 2026-10-28

Signaturefd, LLC

DECREASED

Shares112 from 207

Change-95 (-46%)

Value$19.1K (-$16.1K)

Filed 2026-10-23

City State Bank

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$17.0K ($0)

Filed 2026-10-20

Allworth Financial LP

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$9.9K ($0)

Filed 2026-11-06

Pinnacle Bancorp, Inc.

NEW

Shares56

Change+56

Value$9.5K

Filed 2026-10-21

Triumph Capital Management

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$6.3K ($0)

Filed 2026-10-14

First Command Advisory Services, Inc.

NEW

Shares16

Change+16

Value$2.7K

Filed 2026-11-05

Walkner Condon Financial Advisors LLC

CLOSED

Shares0 from 2,365

Change-2,365 (-100%)

Value$0 (-$402.7K)

Filed 2026-11-02

Kingswood Wealth Advisors, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$340.6K)

Filed 2026-10-23

Apollon Wealth Management, LLC

CLOSED

Shares0 from 1,229

Change-1,229 (-100%)

Value$0 (-$209.3K)

Filed 2026-10-23

Salem Investment Counselors Inc

CLOSED

Shares0 from 634

Change-634 (-100%)

Value$0 (-$108.0K)

Filed 2026-10-13

First Community Trust NA

CLOSED

Shares0 from 450

Change-450 (-100%)

Value$0 (-$76.6K)

Filed 2026-10-07

International Assets Investment Management, LLC

CLOSED

Shares0 from 218

Change-218 (-100%)

Value$0 (-$37.1K)

Filed 2026-11-02

AdvisorNet Financial, Inc

CLOSED

Shares0 from 67

Change-67 (-100%)

Value$0 (-$11.4K)

Filed 2026-10-15

Foundations Investment Advisors, LLC

N/A

Shares— from 154,711

Change-154,711 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 138,331

Change-138,331 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 74,972

Change-74,972 (-100%)

Value—

Genesis Wealth Advisors, LLC

N/A

Shares— from 60,996

Change-60,996 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 40,824

Change-40,824 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 34,325

Change-34,325 (-100%)

Value—

Cannon Wealth Management Services, LLC

N/A

Shares— from 31,337

Change-31,337 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 28,760

Change-28,760 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 20,861

Change-20,861 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 16,825

Change-16,825 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 8,891

Change-8,891 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 8,600

Change-8,600 (-100%)

Value—

Interactive Financial Advisors, Inc.

N/A

Shares— from 8,024

Change-8,024 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 7,779

Change-7,779 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 4,862

Change-4,862 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 4,380

Change-4,380 (-100%)

Value—

Arrowroot Family Office, LLC

N/A

Shares— from 4,329

Change-4,329 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 3,783

Change-3,783 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,537

Change-3,537 (-100%)

Value—

Nwam LLC

N/A

Shares— from 3,349

Change-3,349 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,947

Change-2,947 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 2,812

Change-2,812 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 2,743

Change-2,743 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,871

Change-1,871 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 1,695

Change-1,695 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,576

Change-1,576 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 1,546

Change-1,546 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,521

Change-1,521 (-100%)

Value—

Noble Wealth Partners LLC

N/A

Shares— from 1,451

Change-1,451 (-100%)

Value—

Quotient Wealth Partners, LLC

N/A

Shares— from 1,295

Change-1,295 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 1,260

Change-1,260 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 1,247

Change-1,247 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,112

Change-1,112 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 557

Change-557 (-100%)

Value—

UBS Group AG

N/A

Shares— from 409

Change-409 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 335

Change-335 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 302

Change-302 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 302

Change-302 (-100%)

Value—

Blair William & Co

N/A

Shares— from 170

Change-170 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 161

Change-161 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 132

Change-132 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 113

Change-113 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 82

Change-82 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 42

Change-42 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Armbruster Capital Management, Inc.	INCREASED	193,243	191,754	+1,489	+1%	$32.7M	$32.9M	+$253.4K	2026-10-19
LPL Financial LLC	INCREASED	37,379	36,190	+1,189	+3%	$6.2M	$6.4M	+$202.5K	2026-11-06
Farther Finance Advisors, LLC	INCREASED	30,342	204	+30,138	+14774%	$34.7K	$5.2M	+$5.1M	2026-10-08
Beacon Financial Planning, Inc	DECREASED	25,448	25,958	-510	-2%	$4.4M	$4.3M	-$86.8K	2026-11-04
Royal Fund Management, LLC	INCREASED	19,574	18,246	+1,328	+7%	$3.1M	$3.3M	+$226.0K	2026-10-22
Capital Advisors, Ltd. LLC	DECREASED	18,213	21,013	-2,800	-13%	$3.6K	$3.1K	-$476	2026-10-27
Coastline Trust Co	DECREASED	13,466	13,860	-394	-3%	$2.4M	$2.3M	-$67.1K	2026-10-01
Root Financial Partners, LLC	DECREASED	12,916	13,100	-184	-1%	$2.2M	$2.2M	-$31.3K	2026-10-21
Vise Technologies, Inc.	INCREASED	12,587	11,505	+1,082	+9%	$2.0M	$2.1M	+$184.3K	2026-10-29
Chicago Partners Investment Group LLC	DECREASED	10,203	11,543	-1,340	-12%	$1.9M	$1.8M	-$149.9K	2026-10-27
M Holdings Securities, Inc.	NEW	8,977	—	+8,977	—	—	$1.6K	—	2026-11-03
Hobart Private Capital, LLC	DECREASED	5,875	6,034	-159	-3%	$1.0M	$1.0M	-$27.1K	2026-10-19
D.A. Davidson & Co.	UNCHANGED	4,922	4,922	0	0%	$838.2K	$838.2K	-$3	2026-10-28
Creative Planning	INCREASED	4,815	3,454	+1,361	+39%	$588.2K	$820.0K	+$231.8K	2026-11-02
WealthCare Investment Partners, LLC	INCREASED	4,607	4,118	+489	+12%	$701.2K	$784.5K	+$83.3K	2026-11-05
Kathmere Capital Management, LLC	UNCHANGED	4,349	4,349	0	0%	$740.6K	$740.6K	-$3	2026-10-20
GSG Advisors LLC	INCREASED	4,317	4,307	+10	+0%	$733.4K	$735.1K	+$1.6K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	4,114	4,139	-25	-1%	$705.0K	$701	-$704.3K	2026-11-02
Security Financial Services, Inc.	DECREASED	3,211	3,296	-85	-3%	$561.2K	$546.8K	-$14.4K	2026-10-29
Thrivent Financial for Lutherans	NEW	3,184	—	+3,184	—	—	$542	—	2026-11-05
Destiny Wealth Partners, LLC	NEW	3,129	—	+3,129	—	—	$554.7K	—	2026-11-05
Kraft, Davis & Associates, LLC	UNCHANGED	3,120	3,120	0	0%	$524.1K	$545.3K	+$21.2K	2026-10-21
Wealth Enhancement Advisory Services, LLC	DECREASED	3,111	3,168	-57	-2%	$543.2K	$540.6K	-$2.5K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	3,027	3,022	+5	+0%	$514.6K	$515.5K	+$890	2026-11-02
BIP Wealth, LLC	DECREASED	2,729	3,076	-347	-11%	$523.7K	$464.7K	-$59.1K	2026-10-22
Professional Financial Advisors, LLC	INCREASED	2,450	2,373	+77	+3%	$404.1K	$417.3K	+$13.2K	2026-10-13
Dynamic Advisor Solutions LLC	INCREASED	2,215	2,185	+30	+1%	$372.1K	$377.2K	+$5.1K	2026-10-13
Melfa Wealth Management, Inc.	INCREASED	1,564	1,536	+28	+2%	$261.5K	$266.3K	+$4.8K	2026-11-06
Blackston Financial Advisory Group, LLC	DECREASED	1,402	1,429	-27	-2%	$243.3K	$238.8K	-$4.5K	2026-11-04
United Advisor Group, LLC	UNCHANGED	1,380	1,380	0	0%	$235.0K	$235.0K	-$1	2026-11-03
Kestra Advisory Services, LLC	INCREASED	1,292	1,208	+84	+7%	$205.8K	$219.9K	+$14.1K	2026-11-02
TCI Wealth Advisors, Inc.	NEW	1,228	—	+1,228	—	—	$209.1K	—	2026-10-30
Center for Financial Planning, Inc.	UNCHANGED	900	900	0	0%	$153.3K	$153.3K	-$1	2026-10-26
IFP Advisors, Inc	DECREASED	552	736	-184	-25%	$125.3K	$94.0K	-$31.3K	2026-10-16
Glass Jacobson Investment Advisors llc	UNCHANGED	442	442	0	0%	$75.3K	$75.3K	-$1	2026-10-26
PNC Financial Services Group, Inc.	DECREASED	415	1,000	-585	-58%	$170.3K	$70.7K	-$99.6K	2026-11-06
Fifth Third Bancorp	UNCHANGED	388	388	0	0%	$66.1K	$66.1K	-$1	2026-11-05
Capital Investment Advisory Services, LLC	NEW	371	—	+371	—	—	$63.2K	—	2026-10-30
Mather Group, Llc.	UNCHANGED	213	213	0	0%	$36.3K	$36.3K	-$1	2026-10-14
Raleigh Capital Management Inc.	UNCHANGED	129	129	0	0%	$22.0K	$22.0K	$0	2026-10-28
Signaturefd, LLC	DECREASED	112	207	-95	-46%	$35.2K	$19.1K	-$16.1K	2026-10-23
City State Bank	UNCHANGED	100	100	0	0%	$17.0K	$17.0K	$0	2026-10-20
Allworth Financial LP	UNCHANGED	58	58	0	0%	$9.9K	$9.9K	$0	2026-11-06
Pinnacle Bancorp, Inc.	NEW	56	—	+56	—	—	$9.5K	—	2026-10-21
Triumph Capital Management	UNCHANGED	37	37	0	0%	$6.3K	$6.3K	$0	2026-10-14
First Command Advisory Services, Inc.	NEW	16	—	+16	—	—	$2.7K	—	2026-11-05
Walkner Condon Financial Advisors LLC	CLOSED	0	2,365	-2,365	-100%	$402.7K	$0	-$402.7K	2026-11-02
Kingswood Wealth Advisors, LLC	CLOSED	0	2,000	-2,000	-100%	$340.6K	$0	-$340.6K	2026-10-23
Apollon Wealth Management, LLC	CLOSED	0	1,229	-1,229	-100%	$209.3K	$0	-$209.3K	2026-10-23
Salem Investment Counselors Inc	CLOSED	0	634	-634	-100%	$108.0K	$0	-$108.0K	2026-10-13
First Community Trust NA	CLOSED	0	450	-450	-100%	$76.6K	$0	-$76.6K	2026-10-07
International Assets Investment Management, LLC	CLOSED	0	218	-218	-100%	$37.1K	$0	-$37.1K	2026-11-02
AdvisorNet Financial, Inc	CLOSED	0	67	-67	-100%	$11.4K	$0	-$11.4K	2026-10-15
Foundations Investment Advisors, LLC	N/A	—	154,711	-154,711	-100%	$26.3M	—	—	—
Pure Financial Advisors, LLC	N/A	—	138,331	-138,331	-100%	$23.6M	—	—	—
Focus Partners Wealth	N/A	—	74,972	-74,972	-100%	$12.8M	—	—	—
Genesis Wealth Advisors, LLC	N/A	—	60,996	-60,996	-100%	$10.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	40,824	-40,824	-100%	$7.0M	—	—	—
Wealthspire Advisors, LLC	N/A	—	34,325	-34,325	-100%	$5.8M	—	—	—
Cannon Wealth Management Services, LLC	N/A	—	31,337	-31,337	-100%	$5.3M	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	28,760	-28,760	-100%	$4.9M	—	—	—
Raymond James Financial Inc	N/A	—	20,861	-20,861	-100%	$3.6M	—	—	—
Bank of America Corp	N/A	—	16,825	-16,825	-100%	$2.9M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	8,891	-8,891	-100%	$1.5M	—	—	—
Two Sigma Investments, LP	N/A	—	8,600	-8,600	-100%	$1.5M	—	—	—
Interactive Financial Advisors, Inc.	N/A	—	8,024	-8,024	-100%	$1.4M	—	—	—
Caitlin John, LLC	N/A	—	7,779	-7,779	-100%	$1.3M	—	—	—
National Philanthropic Trust	N/A	—	4,862	-4,862	-100%	$828.0K	—	—	—
AE Wealth Management LLC	N/A	—	4,380	-4,380	-100%	$745.9K	—	—	—
Arrowroot Family Office, LLC	N/A	—	4,329	-4,329	-100%	$737.1K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	3,783	-3,783	-100%	$644.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,537	-3,537	-100%	$602.2K	—	—	—
Nwam LLC	N/A	—	3,349	-3,349	-100%	$570.3K	—	—	—
Royal Bank of Canada	N/A	—	2,947	-2,947	-100%	$502.0K	—	—	—
Private Advisor Group, LLC	N/A	—	2,812	-2,812	-100%	$478.9K	—	—	—
Cerity Partners LLC	N/A	—	2,743	-2,743	-100%	$467.1K	—	—	—
JPMorgan Chase & Co	N/A	—	1,871	-1,871	-100%	$317.0K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	1,695	-1,695	-100%	$288.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,576	-1,576	-100%	$268.4K	—	—	—
MML Investors Services, LLC	N/A	—	1,546	-1,546	-100%	$263.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	1,521	-1,521	-100%	$259.0K	—	—	—
Noble Wealth Partners LLC	N/A	—	1,451	-1,451	-100%	$247.0K	—	—	—
Quotient Wealth Partners, LLC	N/A	—	1,295	-1,295	-100%	$220.5K	—	—	—
Tidemark, LLC	N/A	—	1,260	-1,260	-100%	$214.6K	—	—	—
Zhang Financial LLC	N/A	—	1,247	-1,247	-100%	$212.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,112	-1,112	-100%	$189.4K	—	—	—
Harbour Investments, Inc.	N/A	—	557	-557	-100%	$94.9K	—	—	—
UBS Group AG	N/A	—	409	-409	-100%	$69.6K	—	—	—
Morgan Stanley	N/A	—	335	-335	-100%	$57.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	302	-302	-100%	$51.4K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	302	-302	-100%	$51.4K	—	—	—
Blair William & Co	N/A	—	170	-170	-100%	$28.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	161	-161	-100%	$27.4K	—	—	—
Horizon Investments, LLC	N/A	—	132	-132	-100%	$22.5K	—	—	—
Vanguard Advisers Inc	N/A	—	113	-113	-100%	$19.3K	—	—	—
Wells Fargo & Company	N/A	—	82	-82	-100%	$13.9K	—	—	—
LRI Investments, LLC	N/A	—	50	-50	-100%	$8.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	42	-42	-100%	$7.2K	—	—	—
TD Capital Management LLC	N/A	—	36	-36	-100%	$6.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	7	-7	-100%	$1.2K	—	—	—
BlackRock, Inc.	N/A	—	1	-1	-100%	$156	—	—	—

Showing 101 of 101 institutions