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Vanguard Ultra Shrt Treasury (VGUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares563,197 from 662,654
Change-99,457 (-15%)
Value$42.6M (-$7.5M)
Filed 2026-11-06
AWM Capital, LLC
NEW
Shares367,994
Change+367,994
Value$27.8M
Filed 2026-10-16
Coston, McIsaac & Partners
INCREASED
Shares346,447 from 289,749
Change+56,698 (+20%)
Value$26.2M (+$4.3M)
Filed 2026-11-06
Pines Wealth Management, LLC
INCREASED
Shares287,521 from 269,259
Change+18,262 (+7%)
Value$21.7M (+$1.4M)
Filed 2026-10-21
Pathway Financial Advisors LLC
INCREASED
Shares226,573 from 207,201
Change+19,372 (+9%)
Value$17.1M (+$1.5M)
Filed 2026-10-07
Lido Advisors, LLC
DECREASED
Shares208,889 from 617,696
Change-408,807 (-66%)
Value$15.8M (-$30.9M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares182,666 from 201,506
Change-18,840 (-9%)
Value$13.8M (-$1.4M)
Filed 2026-10-30
HB Wealth Management, LLC
INCREASED
Shares147,470 from 20,931
Change+126,539 (+605%)
Value$11.2M (+$9.6M)
Filed 2026-10-23
Hikari Power Ltd
UNCHANGED
Shares136,950 from 136,950
Change0 (0%)
Value$10.4K (-$10.4M)
Filed 2026-10-30
Capital Investment Services of America, Inc.
INCREASED
Shares57,659 from 55,604
Change+2,055 (+4%)
Value$4.4M (+$153.2K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares46,855 from 42,476
Change+4,379 (+10%)
Value$3.5M (+$329.2K)
Filed 2026-11-03
North Capital, Inc.
INCREASED
Shares43,481 from 28,027
Change+15,454 (+55%)
Value$3.3M (+$1.2M)
Filed 2026-10-16
Sara-Bay Financial
INCREASED
Shares41,335 from 26,500
Change+14,835 (+56%)
Value$3.1M (+$1.1M)
Filed 2026-10-21
Anderson Hoagland & Co
NEW
Shares37,588
Change+37,588
Value$2.8M
Filed 2026-10-23
Mullaney, Keating & Wright, Inc.
INCREASED
Shares37,491 from 8,636
Change+28,855 (+334%)
Value$2.8M (+$2.2M)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares35,503 from 102,867
Change-67,364 (-65%)
Value$2.7M (-$5.1M)
Filed 2026-10-08
Guardsman Private Capital Management, Inc.
INCREASED
Shares30,219 from 14,952
Change+15,267 (+102%)
Value$2.3M (+$1.2M)
Filed 2026-10-19
Guyasuta Investment Advisors Inc
DECREASED
Shares29,247 from 71,152
Change-41,905 (-59%)
Value$2.2M (-$3.2M)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares28,510 from 24,672
Change+3,838 (+16%)
Value$2.2M (+$289.3K)
Filed 2026-11-04
Beacon Financial Advisory LLC
NEW
Shares20,592
Change+20,592
Value$1.6M
Filed 2026-10-16
Culbertson A N & Co Inc
INCREASED
Shares19,872 from 19,588
Change+284 (+1%)
Value$1.5M (+$20.7K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares19,003 from 11,581
Change+7,422 (+64%)
Value$1.4M (+$560.8K)
Filed 2026-11-02
Modera Wealth Management, LLC
DECREASED
Shares18,554 from 22,171
Change-3,617 (-16%)
Value$1.4M (-$274.4K)
Filed 2026-10-28
Attessa Capital LLC
INCREASED
Shares17,135 from 17,058
Change+77 (+0%)
Value$1.3M (+$5.1K)
Filed 2026-10-09
Burton Enright Welch
INCREASED
Shares10,764 from 8,945
Change+1,819 (+20%)
Value$814.0K (+$137.2K)
Filed 2026-11-04
Manuka Financial, LLC
INCREASED
Shares10,660 from 10,564
Change+96 (+1%)
Value$806.1K (+$6.8K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares10,582 from 10,582
Change0 (0%)
Value$800.2K (-$423)
Filed 2026-10-13
TMB Capital Partners, LLC
INCREASED
Shares10,281 from 9,922
Change+359 (+4%)
Value$777.4K (+$26.8K)
Filed 2026-10-20
Private Advisory Group LLC
INCREASED
Shares10,185 from 9,892
Change+293 (+3%)
Value$770.2K (+$21.8K)
Filed 2026-11-06
Mills Wealth Advisors LLC
DECREASED
Shares9,824 from 10,308
Change-484 (-5%)
Value$742.9K (-$37.0K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares8,661 from 13,400
Change-4,739 (-35%)
Value$654.9K (-$358.9K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
NEW
Shares8,434
Change+8,434
Value$637.8K
Filed 2026-11-04
Index Fund Advisors, Inc.
INCREASED
Shares7,989 from 3,983
Change+4,006 (+101%)
Value$604.2K (+$302.8K)
Filed 2026-11-05
Aspiriant, LLC
NEW
Shares7,898
Change+7,898
Value$597.2K
Filed 2026-10-16
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares6,870 from 6,870
Change0 (0%)
Value$519.5K (-$275)
Filed 2026-10-29
CWS Financial Advisors, LLC
INCREASED
Shares6,789 from 3,212
Change+3,577 (+111%)
Value$513.4K (+$270.4K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
NEW
Shares6,084
Change+6,084
Value$460.1K
Filed 2026-11-05
Wolfstich Capital, LLC
NEW
Shares5,347
Change+5,347
Value$264.9K
Filed 2026-10-14
Savant Capital, LLC
NEW
Shares5,300
Change+5,300
Value$400.7K
Filed 2026-11-06
Forum Financial Management, LP
INCREASED
Shares4,960 from 4,930
Change+30 (+1%)
Value$375.0K (+$2.0K)
Filed 2026-10-16
Rye Brook Capital LLC
DECREASED
Shares4,860 from 5,470
Change-610 (-11%)
Value$368 (-$413.6K)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,614
Change+4,614
Value$348.3K
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares4,321 from 3,862
Change+459 (+12%)
Value$327 (-$291.7K)
Filed 2026-11-02
Merit Financial Group, LLC
NEW
Shares4,182
Change+4,182
Value$316.2K
Filed 2026-11-06
LifeGuide Financial Advisors, LLC
NEW
Shares4,112
Change+4,112
Value$311.0K
Filed 2026-10-20
Randolph Co Inc
INCREASED
Shares3,971 from 3,957
Change+14 (+0%)
Value$300.3K (+$899)
Filed 2026-10-23
Independent Financial Group, LLC
NEW
Shares3,798
Change+3,798
Value$287.2K
Filed 2026-10-13
Stonekeep Investments, LLC
NEW
Shares3,322
Change+3,322
Value$251.2K
Filed 2026-10-15
Apollon Wealth Management, LLC
NEW
Shares2,694
Change+2,694
Value$203.7K
Filed 2026-10-23
Crown Wealth Group, LLC
DECREASED
Shares2,687 from 4,640
Change-1,953 (-42%)
Value$203.2K (-$147.9K)
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares2,652 from 2,652
Change0 (0%)
Value$200.6K (-$106)
Filed 2026-10-16
UMB Bank, n.a.
NEW
Shares2,545
Change+2,545
Value$192.5K
Filed 2026-11-06
S.A. Mason LLC
UNCHANGED
Shares2,535 from 2,535
Change0 (0%)
Value$191.7K (-$101)
Filed 2026-10-13
Fifth Third Bancorp
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$128.6K (-$68)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$117.5K (-$62)
Filed 2026-11-03
Fiduciary Advisors, Inc.
INCREASED
Shares813 from 806
Change+7 (+1%)
Value$61.5K (+$521)
Filed 2026-10-16
Northstar Asset Management Co
DECREASED
Shares560 from 1,050
Change-490 (-47%)
Value$42.3K (-$37.1K)
Filed 2026-10-22
Parkside Financial Bank & Trust
NEW
Shares546
Change+546
Value$41.3K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares488 from 483
Change+5 (+1%)
Value$36.9K (+$359)
Filed 2026-10-16
Values First Advisors, Inc.
CLOSED
Shares0 from 56,869
Change-56,869 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-23
Steele Capital Management, Inc.
CLOSED
Shares0 from 17,982
Change-17,982 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
Orser Capital Management, LLC
CLOSED
Shares0 from 13,230
Change-13,230 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-13
Kestra Investment Management, LLC
CLOSED
Shares0 from 8,200
Change-8,200 (-100%)
Value$0 (-$620.4K)
Filed 2026-11-04
Old Mission Investment Co LLC
CLOSED
Shares0 from 4,657
Change-4,657 (-100%)
Value$0 (-$352.3K)
Filed 2026-10-22
Indivisible Partners
CLOSED
Shares0 from 3,539
Change-3,539 (-100%)
Value$0 (-$267.7K)
Filed 2026-10-26
North Star Investment Management Corp.
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$32.3K)
Filed 2026-10-27
Bank of America Corp
N/A
Shares— from 528,454
Change-528,454 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 377,028
Change-377,028 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 261,650
Change-261,650 (-100%)
Value—
UBS Group AG
N/A
Shares— from 193,087
Change-193,087 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 141,305
Change-141,305 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 133,105
Change-133,105 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 107,165
Change-107,165 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 72,598
Change-72,598 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 68,979
Change-68,979 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 67,712
Change-67,712 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 48,517
Change-48,517 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,782
Change-39,782 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,341
Change-37,341 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 34,110
Change-34,110 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 29,114
Change-29,114 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,280
Change-21,280 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 20,119
Change-20,119 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 16,775
Change-16,775 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 16,762
Change-16,762 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 16,687
Change-16,687 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 16,183
Change-16,183 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 15,149
Change-15,149 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,333
Change-12,333 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,958
Change-11,958 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,514
Change-11,514 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,172
Change-11,172 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,410
Change-10,410 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 9,810
Change-9,810 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 9,291
Change-9,291 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,474
Change-7,474 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 744
Change-744 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 127
Change-127 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED563,197662,654-99,457-15%$50.1M$42.6M-$7.5M2026-11-06
AWM Capital, LLC
NEW367,994—+367,994——$27.8M—2026-10-16
Coston, McIsaac & Partners
INCREASED346,447289,749+56,698+20%$21.9M$26.2M+$4.3M2026-11-06
Pines Wealth Management, LLC
INCREASED287,521269,259+18,262+7%$20.4M$21.7M+$1.4M2026-10-21
Pathway Financial Advisors LLC
INCREASED226,573207,201+19,372+9%$15.6M$17.1M+$1.5M2026-10-07
Lido Advisors, LLC
DECREASED208,889617,696-408,807-66%$46.7M$15.8M-$30.9M2026-11-04
Truist Financial Corp
DECREASED182,666201,506-18,840-9%$15.2M$13.8M-$1.4M2026-10-30
HB Wealth Management, LLC
INCREASED147,47020,931+126,539+605%$1.6M$11.2M+$9.6M2026-10-23
Hikari Power Ltd
UNCHANGED136,950136,95000%$10.4M$10.4K-$10.4M2026-10-30
Capital Investment Services of America, Inc.
INCREASED57,65955,604+2,055+4%$4.2M$4.4M+$153.2K2026-11-02
Keystone Wealth Services, LLC
INCREASED46,85542,476+4,379+10%$3.2M$3.5M+$329.2K2026-11-03
North Capital, Inc.
INCREASED43,48128,027+15,454+55%$2.1M$3.3M+$1.2M2026-10-16
Sara-Bay Financial
INCREASED41,33526,500+14,835+56%$2.0M$3.1M+$1.1M2026-10-21
Anderson Hoagland & Co
NEW37,588—+37,588——$2.8M—2026-10-23
Mullaney, Keating & Wright, Inc.
INCREASED37,4918,636+28,855+334%$653.4K$2.8M+$2.2M2026-10-19
Farther Finance Advisors, LLC
DECREASED35,503102,867-67,364-65%$7.8M$2.7M-$5.1M2026-10-08
Guardsman Private Capital Management, Inc.
INCREASED30,21914,952+15,267+102%$1.1M$2.3M+$1.2M2026-10-19
Guyasuta Investment Advisors Inc
DECREASED29,24771,152-41,905-59%$5.4M$2.2M-$3.2M2026-10-15
Creative Financial Designs Inc
INCREASED28,51024,672+3,838+16%$1.9M$2.2M+$289.3K2026-11-04
Beacon Financial Advisory LLC
NEW20,592—+20,592——$1.6M—2026-10-16
Culbertson A N & Co Inc
INCREASED19,87219,588+284+1%$1.5M$1.5M+$20.7K2026-10-21
Kestra Advisory Services, LLC
INCREASED19,00311,581+7,422+64%$876.2K$1.4M+$560.8K2026-11-02
Modera Wealth Management, LLC
DECREASED18,55422,171-3,617-16%$1.7M$1.4M-$274.4K2026-10-28
Attessa Capital LLC
INCREASED17,13517,058+77+0%$1.3M$1.3M+$5.1K2026-10-09
Burton Enright Welch
INCREASED10,7648,945+1,819+20%$676.8K$814.0K+$137.2K2026-11-04
Manuka Financial, LLC
INCREASED10,66010,564+96+1%$799.3K$806.1K+$6.8K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED10,58210,58200%$800.6K$800.2K-$4232026-10-13
TMB Capital Partners, LLC
INCREASED10,2819,922+359+4%$750.7K$777.4K+$26.8K2026-10-20
Private Advisory Group LLC
INCREASED10,1859,892+293+3%$748.4K$770.2K+$21.8K2026-11-06
Mills Wealth Advisors LLC
DECREASED9,82410,308-484-5%$779.9K$742.9K-$37.0K2026-10-22
Commonwealth Equity Services, LLC
DECREASED8,66113,400-4,739-35%$1.0M$654.9K-$358.9K2026-11-02
EverSource Wealth Advisors, LLC
NEW8,434—+8,434——$637.8K—2026-11-04
Index Fund Advisors, Inc.
INCREASED7,9893,983+4,006+101%$301.4K$604.2K+$302.8K2026-11-05
Aspiriant, LLC
NEW7,898—+7,898——$597.2K—2026-10-16
Hurlow Wealth Management Group, Inc.
UNCHANGED6,8706,87000%$519.8K$519.5K-$2752026-10-29
CWS Financial Advisors, LLC
INCREASED6,7893,212+3,577+111%$243.0K$513.4K+$270.4K2026-10-16
J.W. Cole Advisors, Inc.
NEW6,084—+6,084——$460.1K—2026-11-05
Wolfstich Capital, LLC
NEW5,347—+5,347——$264.9K—2026-10-14
Savant Capital, LLC
NEW5,300—+5,300——$400.7K—2026-11-06
Forum Financial Management, LP
INCREASED4,9604,930+30+1%$373.0K$375.0K+$2.0K2026-10-16
Rye Brook Capital LLC
DECREASED4,8605,470-610-11%$414.0K$368-$413.6K2026-10-07
Wealth Enhancement Advisory Services, LLC
NEW4,614—+4,614——$348.3K—2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED4,3213,862+459+12%$292.0K$327-$291.7K2026-11-02
Merit Financial Group, LLC
NEW4,182—+4,182——$316.2K—2026-11-06
LifeGuide Financial Advisors, LLC
NEW4,112—+4,112——$311.0K—2026-10-20
Randolph Co Inc
INCREASED3,9713,957+14+0%$299.4K$300.3K+$8992026-10-23
Independent Financial Group, LLC
NEW3,798—+3,798——$287.2K—2026-10-13
Stonekeep Investments, LLC
NEW3,322—+3,322——$251.2K—2026-10-15
Apollon Wealth Management, LLC
NEW2,694—+2,694——$203.7K—2026-10-23
Crown Wealth Group, LLC
DECREASED2,6874,640-1,953-42%$351.1K$203.2K-$147.9K2026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED2,6522,65200%$200.7K$200.6K-$1062026-10-16
UMB Bank, n.a.
NEW2,545—+2,545——$192.5K—2026-11-06
S.A. Mason LLC
UNCHANGED2,5352,53500%$191.8K$191.7K-$1012026-10-13
Fifth Third Bancorp
UNCHANGED1,7001,70000%$128.6K$128.6K-$682026-11-05
Asset Dedication, LLC
UNCHANGED1,5531,55300%$117.5K$117.5K-$622026-11-03
Fiduciary Advisors, Inc.
INCREASED813806+7+1%$61.0K$61.5K+$5212026-10-16
Northstar Asset Management Co
DECREASED5601,050-490-47%$79.4K$42.3K-$37.1K2026-10-22
Parkside Financial Bank & Trust
NEW546—+546——$41.3K—2026-10-27
IFP Advisors, Inc
INCREASED488483+5+1%$36.5K$36.9K+$3592026-10-16
Values First Advisors, Inc.
CLOSED056,869-56,869-100%$4.3M$0-$4.3M2026-10-23
Steele Capital Management, Inc.
CLOSED017,982-17,982-100%$1.4M$0-$1.4M2026-11-02
Orser Capital Management, LLC
CLOSED013,230-13,230-100%$1.0M$0-$1.0M2026-10-13
Kestra Investment Management, LLC
CLOSED08,200-8,200-100%$620.4K$0-$620.4K2026-11-04
Old Mission Investment Co LLC
CLOSED04,657-4,657-100%$352.3K$0-$352.3K2026-10-22
Indivisible Partners
CLOSED03,539-3,539-100%$267.7K$0-$267.7K2026-10-26
North Star Investment Management Corp.
CLOSED0427-427-100%$32.3K$0-$32.3K2026-10-27
Bank of America Corp
N/A—528,454-528,454-100%$40.0M———
Morgan Stanley
N/A—377,028-377,028-100%$28.5M———
RFP Financial Group LLC
N/A—261,650-261,650-100%$19.8M———
UBS Group AG
N/A—193,087-193,087-100%$14.6M———
Zhang Financial LLC
N/A—141,305-141,305-100%$10.7M———
Royal Bank of Canada
N/A—133,105-133,105-100%$10.1M———
Strategic Investment Solutions, Inc.
N/A—107,165-107,165-100%$8.1M———
Goldman Sachs Group Inc
N/A—72,598-72,598-100%$5.5M———
Waverly Advisors, LLC
N/A—68,979-68,979-100%$5.2M———
Envestnet Asset Management Inc
N/A—67,712-67,712-100%$5.1M———
NewEdge Wealth, LLC
N/A—48,517-48,517-100%$3.7M———
Raymond James Financial Inc
N/A—39,782-39,782-100%$3.0M———
Osaic Holdings, Inc.
N/A—37,341-37,341-100%$2.8M———
Boston Family Office LLC
N/A—34,110-34,110-100%$2.6M———
TFO Wealth Partners, LLC
N/A—29,114-29,114-100%$2.2M———
Cetera Investment Advisers
N/A—21,280-21,280-100%$1.6M———
Planning Center, Inc.
N/A—20,119-20,119-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—16,775-16,775-100%$1.3M———
Baird Financial Group, Inc.
N/A—16,762-16,762-100%$1.3M———
Sierra Capital LLC
N/A—16,687-16,687-100%$1.3M———
Harbour Investment Management LLC
N/A—16,183-16,183-100%$1.2M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—15,149-15,149-100%$1.1M———
Jane Street Group, LLC
N/A—12,333-12,333-100%$933.1K———
Steward Partners Investment Advisory, LLC
N/A—11,958-11,958-100%$904.7K———
Savvy Advisors, Inc.
N/A—11,900-11,900-100%$900.4K———
Tower Research Capital LLC (TRC)
N/A—11,585-11,585-100%$876.5K———
Mariner, LLC
N/A—11,514-11,514-100%$871.1K———
Integrated Wealth Concepts LLC
N/A—11,172-11,172-100%$845.3K———
Modern Wealth Management, LLC
N/A—10,410-10,410-100%$787.6K———
Wealthquest Corp
N/A—9,810-9,810-100%$742.2K———
Core Wealth Advisors, Inc.
N/A—9,291-9,291-100%$703.0K———
Quantinno Capital Management LP
N/A—7,474-7,474-100%$565.5K———
NewEdge Advisors, LLC
N/A—6,995-6,995-100%$529.2K———
Bridgewealth Advisory Group, LLC
N/A—4,255-4,255-100%$321.9K———
Simmons Bank
N/A—3,683-3,683-100%$278.7K———
Susquehanna International Group, LLP
N/A—3,635-3,635-100%$275.0K———
Harbour Investments, Inc.
N/A—3,590-3,590-100%$271.6K———
Focus Partners Advisor Solutions, LLC
N/A—2,983-2,983-100%$225.7K———
Graney & King, LLC
N/A—2,936-2,936-100%$222.1K———
HRT Financial LP
N/A—2,696-2,696-100%$203.0K———
Schiavi & Co LLC
N/A—2,657-2,657-100%$201.0K———
National Bank of Canada
N/A—1,608-1,608-100%$121.6K———
Fiduciary Financial Advisors
N/A—744-744-100%$56.3K———
AE Wealth Management LLC
N/A—310-310-100%$23.4K———
JPMorgan Chase & Co
N/A—127-127-100%$9.6K———
Vanguard Advisers Inc
N/A—2-2-100%$133———
Wells Fargo & Company
N/A—00—$11———
Showing 113 of 113 institutions