Vanguard U.S. Value Factor (VFVA)

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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Vantagepoint Investment Advisers LLC

INCREASED

Shares526,633 from 524,677

Change+1,956 (+0%)

Value$79.4M (+$1.5M)

Filed 2026-10-26

Armbruster Capital Management, Inc.

DECREASED

Shares423,144 from 431,781

Change-8,637 (-2%)

Value$63.8M (-$325.7K)

Filed 2026-10-19

Anderson Hoagland & Co

INCREASED

Shares251,537 from 243,852

Change+7,685 (+3%)

Value$40.5M (+$4.3M)

Filed 2026-10-23

Burrus Financial Services, Inc.

DECREASED

Shares172,021 from 195,002

Change-22,981 (-12%)

Value$25.9M (-$3.0M)

Filed 2026-10-22

LPL Financial LLC

INCREASED

Shares74,878 from 70,564

Change+4,314 (+6%)

Value$11.3M (+$809.5K)

Filed 2026-11-06

Sterling Manor Financial, LLC

NEW

Shares56,181

Change+56,181

Value$8.5M

Filed 2026-10-21

UMB Bank, n.a.

DECREASED

Shares48,722 from 48,898

Change-176 (0%)

Value$7.3M (+$84.0K)

Filed 2026-11-06

Capital Advisors Wealth Management, LLC

INCREASED

Shares43,092 from 42,696

Change+396 (+1%)

Value$6.5M (+$156.1K)

Filed 2026-10-09

Lebenthal Global Advisors, LLC

INCREASED

Shares31,094 from 31,083

Change+11 (+0%)

Value$4.7M (+$71.9K)

Filed 2026-10-28

Long Island Wealth Management, Inc.

INCREASED

Shares9,891 from 9,879

Change+12 (+0%)

Value$1.5M (+$24.1K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares9,535 from 9,827

Change-292 (-3%)

Value$1.4K (-$1.5M)

Filed 2026-11-02

Visionary Wealth Advisors

INCREASED

Shares9,246 from 9,093

Change+153 (+2%)

Value$1.4M (+$43.6K)

Filed 2026-11-04

Seven Bridges Advisors LLC

DECREASED

Shares9,144 from 10,115

Change-971 (-10%)

Value$1.4M (-$123.4K)

Filed 2026-10-07

Savant Capital, LLC

DECREASED

Shares7,642 from 16,378

Change-8,736 (-53%)

Value$1.2M (-$1.2M)

Filed 2026-11-06

Kathmere Capital Management, LLC

UNCHANGED

Shares7,508 from 7,508

Change0 (0%)

Value$1.1M (+$17.0K)

Filed 2026-10-20

Rockingstone Advisors LLC

INCREASED

Shares7,190 from 7,187

Change+3 (+0%)

Value$1.1M (+$16.7K)

Filed 2026-10-16

Commonwealth Equity Services, LLC

DECREASED

Shares7,010 from 8,951

Change-1,941 (-22%)

Value$1.1M (-$272.3K)

Filed 2026-11-02

IFS Advisors, LLC

NEW

Shares6,938

Change+6,938

Value$1.0M

Filed 2026-10-14

Hara Capital LLC

DECREASED

Shares6,215 from 8,575

Change-2,360 (-28%)

Value$936.5K (-$336.2K)

Filed 2026-10-30

D.A. Davidson & Co.

UNCHANGED

Shares5,585 from 5,585

Change0 (0%)

Value$841.6K (+$12.6K)

Filed 2026-10-28

Financial Partners Group, Inc

INCREASED

Shares5,237 from 5,232

Change+5 (+0%)

Value$789.2K (+$12.7K)

Filed 2026-10-19

Advisortrust Partners, LLC

NEW

Shares4,238

Change+4,238

Value$638.6K

Filed 2026-11-02

Stonehearth Capital Management, LLC

DECREASED

Shares4,062 from 5,116

Change-1,054 (-21%)

Value$612.1K (-$147.3K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares3,824 from 3,925

Change-101 (-3%)

Value$590.2K (-$4.6K)

Filed 2026-10-13

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

UNCHANGED

Shares3,119 from 3,119

Change0 (0%)

Value$470.0K (+$7.0K)

Filed 2026-10-27

Melfa Wealth Management, Inc.

INCREASED

Shares2,107 from 2,104

Change+3 (+0%)

Value$317.6K (+$5.2K)

Filed 2026-11-06

Werba Rubin Papier Wealth Management

INCREASED

Shares2,070 from 2,068

Change+2 (+0%)

Value$311.9K (+$5.0K)

Filed 2026-11-06

Parkside Financial Bank & Trust

UNCHANGED

Shares1,783 from 1,783

Change0 (0%)

Value$268.7K (+$4.0K)

Filed 2026-10-27

Motive Wealth Advisors

DECREASED

Shares1,604 from 1,768

Change-164 (-9%)

Value$241.7K (-$20.7K)

Filed 2026-10-26

Leonard Rickey Investment Advisors P.L.L.C.

UNCHANGED

Shares1,585 from 1,585

Change0 (0%)

Value$238.8K (+$3.6K)

Filed 2026-10-29

Daviman Financial, LLC

DECREASED

Shares1,501 from 1,548

Change-47 (-3%)

Value$226.2K (-$3.6K)

Filed 2026-11-06

Indivisible Partners

NEW

Shares1,421

Change+1,421

Value$214.1K

Filed 2026-10-26

RHS Financial, LLC

NEW

Shares1,400

Change+1,400

Value$211.0K

Filed 2026-10-13

LAM Group, Inc.

DECREASED

Shares1,345 from 1,445

Change-100 (-7%)

Value$202.7K (-$11.8K)

Filed 2026-10-26

Capital Investment Advisory Services, LLC

NEW

Shares855

Change+855

Value$129.0K

Filed 2026-10-30

Pacific Center for Financial Services

INCREASED

Shares556 from 554

Change+2 (+0%)

Value$83.8K (+$1.5K)

Filed 2026-10-15

True Wealth Design, LLC

UNCHANGED

Shares312 from 312

Change0 (0%)

Value$47.0K (+$705)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares252

Change+252

Value$38.0K

Filed 2026-10-21

Glass Jacobson Investment Advisors llc

INCREASED

Shares205 from 204

Change+1 (+0%)

Value$31.0K (+$600)

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$26.4K (+$396)

Filed 2026-11-05

MidAtlantic Capital Management, Inc.

NEW

Shares171

Change+171

Value$25.8K

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$22.6K (+$339)

Filed 2026-10-20

Farther Finance Advisors, LLC

INCREASED

Shares108 from 107

Change+1 (+1%)

Value$16.3K (+$393)

Filed 2026-10-08

Spire Wealth Management

NEW

Shares100

Change+100

Value$15.1K

Filed 2026-10-30

TD Waterhouse Canada Inc.

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$10.6K (+$237)

Filed 2026-10-16

CX Institutional

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$9 ($0)

Filed 2026-10-02

IFP Advisors, Inc

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$5.6K (+$84)

Filed 2026-10-16

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$4.2K (+$63)

Filed 2026-10-23

Central Pacific Bank - Trust Division

INCREASED

Shares10 from 6

Change+4 (+67%)

Value$1.5K (+$616)

Filed 2026-10-06

Triumph Capital Management

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.5K (+$23)

Filed 2026-10-14

Abound Wealth Management

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$453 (+$7)

Filed 2026-10-26

International Assets Investment Management, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$15.0K)

Filed 2026-11-02

Equitable Holdings, Inc.

N/A

Shares— from 246,317

Change-246,317 (-100%)

Value—

Menora Mivtachim Holdings Ltd.

N/A

Shares— from 93,339

Change-93,339 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 77,121

Change-77,121 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 72,691

Change-72,691 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 33,277

Change-33,277 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 32,806

Change-32,806 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 26,360

Change-26,360 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 23,283

Change-23,283 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 23,048

Change-23,048 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 14,100

Change-14,100 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 13,708

Change-13,708 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 12,741

Change-12,741 (-100%)

Value—

Compass Advisory Group LLC

N/A

Shares— from 11,233

Change-11,233 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 10,784

Change-10,784 (-100%)

Value—

UBS Group AG

N/A

Shares— from 10,092

Change-10,092 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 9,091

Change-9,091 (-100%)

Value—

CoreFirst Bank & Trust

N/A

Shares— from 8,839

Change-8,839 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 8,815

Change-8,815 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 7,002

Change-7,002 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 6,302

Change-6,302 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,006

Change-6,006 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 5,433

Change-5,433 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,497

Change-4,497 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 4,425

Change-4,425 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,050

Change-4,050 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 4,022

Change-4,022 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,043

Change-3,043 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 2,700

Change-2,700 (-100%)

Value—

Smart Money Group LLC

N/A

Shares— from 2,552

Change-2,552 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 2,484

Change-2,484 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 2,419

Change-2,419 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 2,337

Change-2,337 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 1,972

Change-1,972 (-100%)

Value—

Exit Wealth Advisors, Llc.

N/A

Shares— from 1,787

Change-1,787 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 1,780

Change-1,780 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,375

Change-1,375 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 1,372

Change-1,372 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,045

Change-1,045 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 946

Change-946 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 866

Change-866 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 815

Change-815 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 707

Change-707 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 432

Change-432 (-100%)

Value—

Investment Counsel Co of Nevada

N/A

Shares— from 343

Change-343 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 340

Change-340 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 210

Change-210 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 143

Change-143 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 100

Change-100 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 65

Change-65 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Vantagepoint Investment Advisers LLC	INCREASED	526,633	524,677	+1,956	+0%	$77.9M	$79.4M	+$1.5M	2026-10-26
Armbruster Capital Management, Inc.	DECREASED	423,144	431,781	-8,637	-2%	$64.1M	$63.8M	-$325.7K	2026-10-19
Anderson Hoagland & Co	INCREASED	251,537	243,852	+7,685	+3%	$36.2M	$40.5M	+$4.3M	2026-10-23
Burrus Financial Services, Inc.	DECREASED	172,021	195,002	-22,981	-12%	$28.9M	$25.9M	-$3.0M	2026-10-22
LPL Financial LLC	INCREASED	74,878	70,564	+4,314	+6%	$10.5M	$11.3M	+$809.5K	2026-11-06
Sterling Manor Financial, LLC	NEW	56,181	—	+56,181	—	—	$8.5M	—	2026-10-21
UMB Bank, n.a.	DECREASED	48,722	48,898	-176	0%	$7.3M	$7.3M	+$84.0K	2026-11-06
Capital Advisors Wealth Management, LLC	INCREASED	43,092	42,696	+396	+1%	$6.3M	$6.5M	+$156.1K	2026-10-09
Lebenthal Global Advisors, LLC	INCREASED	31,094	31,083	+11	+0%	$4.6M	$4.7M	+$71.9K	2026-10-28
Long Island Wealth Management, Inc.	INCREASED	9,891	9,879	+12	+0%	$1.5M	$1.5M	+$24.1K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	9,535	9,827	-292	-3%	$1.5M	$1.4K	-$1.5M	2026-11-02
Visionary Wealth Advisors	INCREASED	9,246	9,093	+153	+2%	$1.3M	$1.4M	+$43.6K	2026-11-04
Seven Bridges Advisors LLC	DECREASED	9,144	10,115	-971	-10%	$1.5M	$1.4M	-$123.4K	2026-10-07
Savant Capital, LLC	DECREASED	7,642	16,378	-8,736	-53%	$2.3M	$1.2M	-$1.2M	2026-11-06
Kathmere Capital Management, LLC	UNCHANGED	7,508	7,508	0	0%	$1.1M	$1.1M	+$17.0K	2026-10-20
Rockingstone Advisors LLC	INCREASED	7,190	7,187	+3	+0%	$1.1M	$1.1M	+$16.7K	2026-10-16
Commonwealth Equity Services, LLC	DECREASED	7,010	8,951	-1,941	-22%	$1.3M	$1.1M	-$272.3K	2026-11-02
IFS Advisors, LLC	NEW	6,938	—	+6,938	—	—	$1.0M	—	2026-10-14
Hara Capital LLC	DECREASED	6,215	8,575	-2,360	-28%	$1.3M	$936.5K	-$336.2K	2026-10-30
D.A. Davidson & Co.	UNCHANGED	5,585	5,585	0	0%	$829.0K	$841.6K	+$12.6K	2026-10-28
Financial Partners Group, Inc	INCREASED	5,237	5,232	+5	+0%	$776.5K	$789.2K	+$12.7K	2026-10-19
Advisortrust Partners, LLC	NEW	4,238	—	+4,238	—	—	$638.6K	—	2026-11-02
Stonehearth Capital Management, LLC	DECREASED	4,062	5,116	-1,054	-21%	$759.4K	$612.1K	-$147.3K	2026-10-13
Wealth Enhancement Advisory Services, LLC	DECREASED	3,824	3,925	-101	-3%	$594.8K	$590.2K	-$4.6K	2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	UNCHANGED	3,119	3,119	0	0%	$463.0K	$470.0K	+$7.0K	2026-10-27
Melfa Wealth Management, Inc.	INCREASED	2,107	2,104	+3	+0%	$312.4K	$317.6K	+$5.2K	2026-11-06
Werba Rubin Papier Wealth Management	INCREASED	2,070	2,068	+2	+0%	$307.0K	$311.9K	+$5.0K	2026-11-06
Parkside Financial Bank & Trust	UNCHANGED	1,783	1,783	0	0%	$264.7K	$268.7K	+$4.0K	2026-10-27
Motive Wealth Advisors	DECREASED	1,604	1,768	-164	-9%	$262.4K	$241.7K	-$20.7K	2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.	UNCHANGED	1,585	1,585	0	0%	$235.3K	$238.8K	+$3.6K	2026-10-29
Daviman Financial, LLC	DECREASED	1,501	1,548	-47	-3%	$229.8K	$226.2K	-$3.6K	2026-11-06
Indivisible Partners	NEW	1,421	—	+1,421	—	—	$214.1K	—	2026-10-26
RHS Financial, LLC	NEW	1,400	—	+1,400	—	—	$211.0K	—	2026-10-13
LAM Group, Inc.	DECREASED	1,345	1,445	-100	-7%	$214.5K	$202.7K	-$11.8K	2026-10-26
Capital Investment Advisory Services, LLC	NEW	855	—	+855	—	—	$129.0K	—	2026-10-30
Pacific Center for Financial Services	INCREASED	556	554	+2	+0%	$82.3K	$83.8K	+$1.5K	2026-10-15
True Wealth Design, LLC	UNCHANGED	312	312	0	0%	$46.3K	$47.0K	+$705	2026-10-13
Root Financial Partners, LLC	NEW	252	—	+252	—	—	$38.0K	—	2026-10-21
Glass Jacobson Investment Advisors llc	INCREASED	205	204	+1	+0%	$30.4K	$31.0K	+$600	2026-10-26
US Bancorp \de\	UNCHANGED	175	175	0	0%	$26.0K	$26.4K	+$396	2026-11-05
MidAtlantic Capital Management, Inc.	NEW	171	—	+171	—	—	$25.8K	—	2026-11-05
Private Trust Co NA	UNCHANGED	150	150	0	0%	$22.3K	$22.6K	+$339	2026-10-20
Farther Finance Advisors, LLC	INCREASED	108	107	+1	+1%	$15.9K	$16.3K	+$393	2026-10-08
Spire Wealth Management	NEW	100	—	+100	—	—	$15.1K	—	2026-10-30
TD Waterhouse Canada Inc.	UNCHANGED	70	70	0	0%	$10.4K	$10.6K	+$237	2026-10-16
CX Institutional	UNCHANGED	63	63	0	0%	$9	$9	$0	2026-10-02
IFP Advisors, Inc	UNCHANGED	37	37	0	0%	$5.5K	$5.6K	+$84	2026-10-16
Dhjj Financial Advisors, Ltd.	UNCHANGED	28	28	0	0%	$4.2K	$4.2K	+$63	2026-10-23
Central Pacific Bank - Trust Division	INCREASED	10	6	+4	+67%	$891	$1.5K	+$616	2026-10-06
Triumph Capital Management	UNCHANGED	10	10	0	0%	$1.5K	$1.5K	+$23	2026-10-14
Abound Wealth Management	UNCHANGED	3	3	0	0%	$446	$453	+$7	2026-10-26
International Assets Investment Management, LLC	CLOSED	0	100	-100	-100%	$15.0K	$0	-$15.0K	2026-11-02
Equitable Holdings, Inc.	N/A	—	246,317	-246,317	-100%	$36.6M	—	—	—
Menora Mivtachim Holdings Ltd.	N/A	—	93,339	-93,339	-100%	$13.9M	—	—	—
Bank of America Corp	N/A	—	77,121	-77,121	-100%	$11.4M	—	—	—
RWA Wealth Partners, LLC	N/A	—	72,691	-72,691	-100%	$10.8M	—	—	—
Raymond James Financial Inc	N/A	—	33,277	-33,277	-100%	$4.9M	—	—	—
EP Wealth Advisors, LLC	N/A	—	32,806	-32,806	-100%	$4.9M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	26,360	-26,360	-100%	$3.9M	—	—	—
Royal Bank of Canada	N/A	—	23,283	-23,283	-100%	$3.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	23,048	-23,048	-100%	$3.4M	—	—	—
Two Sigma Investments, LP	N/A	—	14,100	-14,100	-100%	$2.1M	—	—	—
Cerity Partners LLC	N/A	—	13,708	-13,708	-100%	$2.0M	—	—	—
Sovereign Financial Group, Inc.	N/A	—	12,741	-12,741	-100%	$1.9M	—	—	—
Compass Advisory Group LLC	N/A	—	11,233	-11,233	-100%	$1.7M	—	—	—
Brown Advisory Inc	N/A	—	10,784	-10,784	-100%	$1.6M	—	—	—
UBS Group AG	N/A	—	10,092	-10,092	-100%	$1.5M	—	—	—
Whittier Trust Co	N/A	—	9,091	-9,091	-100%	$1.4M	—	—	—
CoreFirst Bank & Trust	N/A	—	8,839	-8,839	-100%	$1.3M	—	—	—
Keystone Financial Group	N/A	—	8,815	-8,815	-100%	$1.3M	—	—	—
Bank of Montreal	N/A	—	7,002	-7,002	-100%	$1.0M	—	—	—
Stifel Financial Corp	N/A	—	6,302	-6,302	-100%	$935.4K	—	—	—
Mariner, LLC	N/A	—	6,006	-6,006	-100%	$891.4K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	5,433	-5,433	-100%	$806.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,497	-4,497	-100%	$667.6K	—	—	—
Essex Financial Services, Inc.	N/A	—	4,425	-4,425	-100%	$656.8K	—	—	—
Private Advisor Group, LLC	N/A	—	4,050	-4,050	-100%	$601.1K	—	—	—
Quantinno Capital Management LP	N/A	—	4,022	-4,022	-100%	$597.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,043	-3,043	-100%	$451.7K	—	—	—
CIBC World Market Inc.	N/A	—	2,700	-2,700	-100%	$400.8K	—	—	—
Smart Money Group LLC	N/A	—	2,552	-2,552	-100%	$378.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	2,484	-2,484	-100%	$368.7K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	2,419	-2,419	-100%	$359.1K	—	—	—
Centaurus Financial, Inc.	N/A	—	2,337	-2,337	-100%	$347.0K	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	1,972	-1,972	-100%	$292.8K	—	—	—
Exit Wealth Advisors, Llc.	N/A	—	1,787	-1,787	-100%	$265.3K	—	—	—
World Investment Advisors	N/A	—	1,780	-1,780	-100%	$239.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	1,375	-1,375	-100%	$204.1K	—	—	—
Summit Financial, LLC	N/A	—	1,372	-1,372	-100%	$203.6K	—	—	—
National Bank of Canada	N/A	—	1,045	-1,045	-100%	$155.1K	—	—	—
Manning & Napier Advisors LLC	N/A	—	946	-946	-100%	$140.4K	—	—	—
Morgan Stanley	N/A	—	866	-866	-100%	$128.5K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	815	-815	-100%	$121.0K	—	—	—
JPMorgan Chase & Co	N/A	—	707	-707	-100%	$105.5K	—	—	—
Vanguard Advisers Inc	N/A	—	432	-432	-100%	$64.1K	—	—	—
Investment Counsel Co of Nevada	N/A	—	343	-343	-100%	$50.9K	—	—	—
Harbour Investments, Inc.	N/A	—	340	-340	-100%	$50.5K	—	—	—
Wells Fargo & Company	N/A	—	210	-210	-100%	$31.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	175	-175	-100%	$26.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	143	-143	-100%	$21.2K	—	—	—
SHP Wealth Management	N/A	—	100	-100	-100%	$14.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	65	-65	-100%	$9.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1	-1	-100%	$148	—	—	—

Showing 103 of 103 institutions