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Vanguard Russell 2000 Growth (VTWG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares116,965 from 113,045
Change+3,920 (+3%)
Value$30.5M (-$2.0M)
Filed 2026-10-21
Systelligence, LLC
INCREASED
Shares91,847 from 67,915
Change+23,932 (+35%)
Value$20.9M (+$1.3M)
Filed 2026-11-05
TFC Financial Management, Inc.
INCREASED
Shares90,479 from 87,140
Change+3,339 (+4%)
Value$23.6M (-$1.5M)
Filed 2026-10-26
AMG National Trust Bank
INCREASED
Shares75,318 from 54,279
Change+21,039 (+39%)
Value$19.6M (+$4.0M)
Filed 2026-11-05
WestHill Financial Advisors, Inc.
DECREASED
Shares40,898 from 41,503
Change-605 (-1%)
Value$10.7M (-$1.3M)
Filed 2026-10-14
LJI Wealth Management, LLC
DECREASED
Shares30,993 from 31,517
Change-524 (-2%)
Value$8.1M (-$990.7K)
Filed 2026-10-28
Riversedge Advisors, LLC
DECREASED
Shares21,164 from 21,783
Change-619 (-3%)
Value$5.5M (-$751.7K)
Filed 2026-10-09
Fifth Third Securities, Inc.
DECREASED
Shares20,878 from 23,571
Change-2,693 (-11%)
Value$5.4M (-$1.3M)
Filed 2026-10-21
Allegheny Financial Group
INCREASED
Shares16,488 from 16,440
Change+48 (+0%)
Value$4.3M (-$432.9K)
Filed 2026-11-05
IVC Wealth Advisors LLC
DECREASED
Shares16,241 from 16,314
Change-73 (0%)
Value$4.2M (-$461.2K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares15,817 from 20,081
Change-4,264 (-21%)
Value$4.1M (-$1.7M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares13,021 from 13,520
Change-499 (-4%)
Value$3.4M (-$496.4K)
Filed 2026-11-02
Virtue Capital Management, LLC
DECREASED
Shares12,079 from 18,829
Change-6,750 (-36%)
Value$3.1M (-$2.3M)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares11,413 from 11,336
Change+77 (+1%)
Value$3.0M (-$287.1K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares11,110 from 10,456
Change+654 (+6%)
Value$2.9M (-$112.9K)
Filed 2026-11-05
Grey Fox Wealth Advisors, LLC
DECREASED
Shares11,047 from 11,822
Change-775 (-7%)
Value$2.9M (-$522.3K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares9,820 from 10,722
Change-902 (-8%)
Value$2.6M (-$525.5K)
Filed 2026-10-16
NYL Investors LLC
UNCHANGED
Shares9,482 from 9,482
Change0 (0%)
Value$2.5M (-$257.0K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares9,468 from 9,278
Change+190 (+2%)
Value$2.5M (-$201.9K)
Filed 2026-10-26
D.A. Davidson & Co.
UNCHANGED
Shares9,380 from 9,380
Change0 (0%)
Value$2.4M (-$254.2K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares8,549 from 9,113
Change-564 (-6%)
Value$2.2M (-$393.9K)
Filed 2026-10-30
Keystone Global Partners, LLC
INCREASED
Shares7,402 from 6,543
Change+859 (+13%)
Value$1.9M (+$46.5K)
Filed 2026-10-13
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares7,350 from 7,244
Change+106 (+1%)
Value$1.9K (-$148)
Filed 2026-10-01
Commonwealth Equity Services, LLC
INCREASED
Shares6,831 from 6,563
Change+268 (+4%)
Value$1.8M (-$108.0K)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares6,039 from 5,981
Change+58 (+1%)
Value$1.6M (-$147.0K)
Filed 2026-10-27
Advisor Resource Council
INCREASED
Shares3,978 from 1,147
Change+2,831 (+247%)
Value$1.1M (+$729.3K)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares3,726 from 4,338
Change-612 (-14%)
Value$970.9K (-$277.0K)
Filed 2026-10-28
1900 Wealth Management LLC
DECREASED
Shares3,365 from 3,433
Change-68 (-2%)
Value$877.0K (-$110.7K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
DECREASED
Shares3,204 from 13,504
Change-10,300 (-76%)
Value$834.9K (-$3.1M)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares2,998 from 2,995
Change+3 (+0%)
Value$756.3K (-$61.4K)
Filed 2026-10-27
American Financial & TAX Strategies Inc
DECREASED
Shares2,744 from 3,074
Change-330 (-11%)
Value$715.0K (-$169.3K)
Filed 2026-10-16
Michels Family Financial, LLC
INCREASED
Shares2,734 from 2,731
Change+3 (+0%)
Value$712.4K (-$73.2K)
Filed 2026-11-02
Elm3 Financial Group, LLC
DECREASED
Shares2,616 from 2,702
Change-86 (-3%)
Value$681.6K (-$95.7K)
Filed 2026-10-07
Cornerstone Wealth Management, LLC
INCREASED
Shares2,438 from 2,369
Change+69 (+3%)
Value$635.3K (-$46.3K)
Filed 2026-11-04
Cullinan Associates Inc
INCREASED
Shares2,376 from 1,663
Change+713 (+43%)
Value$619.1K (+$140.7K)
Filed 2026-11-03
Sound Income Strategies, LLC
DECREASED
Shares2,339 from 54,217
Change-51,878 (-96%)
Value$603.8K (-$15.0M)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
NEW
Shares2,221
Change+2,221
Value$573.3K
Filed 2026-10-13
Roffman Miller Associates Inc
INCREASED
Shares2,174 from 2,171
Change+3 (+0%)
Value$566.5K (-$58.1K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$553.7K (-$57.6K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares2,050 from 2,032
Change+18 (+1%)
Value$534.2K (-$50.4K)
Filed 2026-10-28
Kelsey Financial, LLC
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$525.6K (-$54.7K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares1,848 from 2,027
Change-179 (-9%)
Value$481.6K (-$101.6K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares1,822 from 1,773
Change+49 (+3%)
Value$474.7K (-$35.4K)
Filed 2026-10-08
FF Advisors,LLC
UNCHANGED
Shares1,814 from 1,814
Change0 (0%)
Value$472.7K (-$49.2K)
Filed 2026-10-21
Kuhn & Co Investment Counsel
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$440.5K (-$45.8K)
Filed 2026-10-29
Professional Advisory Services Inc
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$436 (-$46)
Filed 2026-10-08
High Net Worth Advisory Group LLC
INCREASED
Shares1,627 from 1,626
Change+1 (+0%)
Value$424.0K (-$44.0K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares1,624 from 949
Change+675 (+71%)
Value$423.2K (+$150.2K)
Filed 2026-10-16
Pinnacle Associates LTD
UNCHANGED
Shares1,558 from 1,558
Change0 (0%)
Value$406.0K (-$42.2K)
Filed 2026-10-20
Embree Financial Group
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$400.8K (-$41.7K)
Filed 2026-10-22
Bank of New York Mellon Corp
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$369.0K (-$38.4K)
Filed 2026-11-05
FCG Investment Co
DECREASED
Shares1,386 from 1,390
Change-4 (0%)
Value$361.2K (-$38.7K)
Filed 2026-10-13
HB Wealth Management, LLC
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$357.8K (-$37.2K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares1,349 from 19,203
Change-17,854 (-93%)
Value$351.9K (-$5.1M)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares1,301 from 1,308
Change-7 (-1%)
Value$339.0K (-$37.3K)
Filed 2026-10-15
Sutton Place Investors LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$338.8K (-$35.2K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$337.2K (-$35.1K)
Filed 2026-10-05
Vise Technologies, Inc.
NEW
Shares1,241
Change+1,241
Value$323.4K
Filed 2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$314.8K (-$32.7K)
Filed 2026-10-22
Americana Partners, LLC
UNCHANGED
Shares1,132 from 1,132
Change0 (0%)
Value$295.0K (-$30.7K)
Filed 2026-10-28
Cornerstone Management, Inc.
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$294.5K (-$30.6K)
Filed 2026-10-16
Trust Co of Vermont
NEW
Shares1,125
Change+1,125
Value$293.2K
Filed 2026-10-21
Valeo Financial Advisors, LLC
DECREASED
Shares1,115 from 1,131
Change-16 (-1%)
Value$290.5K (-$34.8K)
Filed 2026-10-08
Rodgers & Associates, LTD
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$287.2K (-$29.9K)
Filed 2026-10-20
Waldron Private Wealth LLC
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$278.0K (-$28.9K)
Filed 2026-11-02
Junk Investment Group, LLC
INCREASED
Shares1,033 from 1,032
Change+1 (+0%)
Value$269.2K (-$27.8K)
Filed 2026-10-19
AdvisorNet Financial, Inc
DECREASED
Shares1,021 from 1,535
Change-514 (-33%)
Value$255.5K (-$186.1K)
Filed 2026-10-15
Tranquility Partners, LLC
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$261.4K (-$27.2K)
Filed 2026-10-20
Peak Financial Management, Inc.
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$230.4K (-$23.9K)
Filed 2026-10-16
Westover Capital Advisors, LLC
DECREASED
Shares813 from 1,313
Change-500 (-38%)
Value$211.9K (-$165.9K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares786 from 791
Change-5 (-1%)
Value$204.7K (-$22.7K)
Filed 2026-10-15
Powell Investment Advisors, LLC
INCREASED
Shares745 from 620
Change+125 (+20%)
Value$194.1K (+$15.8K)
Filed 2026-10-22
Entrust Financial LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$154.5K (-$16.1K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$149.1K (-$15.5K)
Filed 2026-11-04
City State Bank
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$135.2K (-$14.1K)
Filed 2026-10-20
Barrett & Company, Inc.
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$125.6K (-$13.1K)
Filed 2026-10-22
Main Street Group, LTD
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$77.7K (-$8.1K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$75.6K (-$7.9K)
Filed 2026-11-03
Arlington Trust Co LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$72.7K (-$7.6K)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$72.2K (-$7.5K)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$52.1K (-$5.4K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares152 from 151
Change+1 (+1%)
Value$39.6K (-$4.1K)
Filed 2026-10-26
CX Institutional
NEW
Shares149
Change+149
Value$39
Filed 2026-10-02
Creative Financial Designs Inc
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$30.2K (-$3.1K)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares102
Change+102
Value$26.6K
Filed 2026-10-05
CoreCap Advisors, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$18.8K (-$2.0K)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares67 from 64
Change+3 (+5%)
Value$17.5K (-$953)
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$15.6K (-$1.6K)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$12.5K (-$1.3K)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$12.5K (-$1.3K)
Filed 2026-10-29
Bfsg, LLC
NEW
Shares46
Change+46
Value$12.0K
Filed 2026-10-30
EverSource Wealth Advisors, LLC
NEW
Shares36
Change+36
Value$9.4K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares27
Change+27
Value$6.9K
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares25
Change+25
Value$6.5K
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$6.3K (-$650)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.0K (-$515)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.6K (-$379)
Filed 2026-10-26
Concord Wealth Partners
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.4K (-$352)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.4K (-$241)
Filed 2026-11-04
Eukles Asset Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.1K (-$216)
Filed 2026-11-04
Belvedere Trading LLC
CLOSED
Shares0 from 2,890
Change-2,890 (-100%)
Value$0 (-$831.4K)
Filed 2026-11-05
Lido Advisors, LLC
CLOSED
Shares0 from 1,253
Change-1,253 (-100%)
Value$0 (-$360.7K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$237.3K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 777
Change-777 (-100%)
Value$0 (-$223.6K)
Filed 2026-11-03
Winter & Associates, Inc.
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-02
Sterling Capital Management LLC
CLOSED
Shares0 from 460
Change-460 (-100%)
Value$0 (-$132.3K)
Filed 2026-10-22
Salem Investment Counselors Inc
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$128.6K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$59.9K)
Filed 2026-11-02
Kelleher Financial Advisors
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-30
Key Capital Management, Inc
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-03
Guardian Partners Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-21
Bank of America Corp
N/A
Shares— from 308,503
Change-308,503 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 257,410
Change-257,410 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 172,944
Change-172,944 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 101,066
Change-101,066 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 78,870
Change-78,870 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 75,664
Change-75,664 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 75,181
Change-75,181 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 66,964
Change-66,964 (-100%)
Value—
UBS Group AG
N/A
Shares— from 49,393
Change-49,393 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 49,292
Change-49,292 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 42,219
Change-42,219 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,615
Change-39,615 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 39,370
Change-39,370 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 37,169
Change-37,169 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 34,002
Change-34,002 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 32,625
Change-32,625 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,201
Change-29,201 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 27,103
Change-27,103 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 24,280
Change-24,280 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 23,922
Change-23,922 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,662
Change-22,662 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,507
Change-21,507 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,675
Change-20,675 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 18,061
Change-18,061 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,654
Change-17,654 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 17,629
Change-17,629 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,538
Change-17,538 (-100%)
Value—
Commerce Bank
N/A
Shares— from 16,180
Change-16,180 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 12,147
Change-12,147 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,843
Change-11,843 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,504
Change-11,504 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,099
Change-11,099 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 9,607
Change-9,607 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,363
Change-6,363 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,734
Change-4,734 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
&partners
N/A
Shares— from 891
Change-891 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 839
Change-839 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 782
Change-782 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
EWA, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 497
Change-497 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 380
Change-380 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 318
Change-318 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 305
Change-305 (-100%)
Value—
Centennial Bank
N/A
Shares— from 283
Change-283 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 267
Change-267 (-100%)
Value—
Blair William & Co
N/A
Shares— from 231
Change-231 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 74
Change-74 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Assetmark, Inc
INCREASED116,965113,045+3,920+3%$32.5M$30.5M-$2.0M2026-10-21
Systelligence, LLC
INCREASED91,84767,915+23,932+35%$19.5M$20.9M+$1.3M2026-11-05
TFC Financial Management, Inc.
INCREASED90,47987,140+3,339+4%$25.1M$23.6M-$1.5M2026-10-26
AMG National Trust Bank
INCREASED75,31854,279+21,039+39%$15.6M$19.6M+$4.0M2026-11-05
WestHill Financial Advisors, Inc.
DECREASED40,89841,503-605-1%$11.9M$10.7M-$1.3M2026-10-14
LJI Wealth Management, LLC
DECREASED30,99331,517-524-2%$9.1M$8.1M-$990.7K2026-10-28
Riversedge Advisors, LLC
DECREASED21,16421,783-619-3%$6.3M$5.5M-$751.7K2026-10-09
Fifth Third Securities, Inc.
DECREASED20,87823,571-2,693-11%$6.8M$5.4M-$1.3M2026-10-21
Allegheny Financial Group
INCREASED16,48816,440+48+0%$4.7M$4.3M-$432.9K2026-11-05
IVC Wealth Advisors LLC
DECREASED16,24116,314-730%$4.7M$4.2M-$461.2K2026-10-23
Kestra Advisory Services, LLC
DECREASED15,81720,081-4,264-21%$5.8M$4.1M-$1.7M2026-11-02
Creative Planning
DECREASED13,02113,520-499-4%$3.9M$3.4M-$496.4K2026-11-02
Virtue Capital Management, LLC
DECREASED12,07918,829-6,750-36%$5.4M$3.1M-$2.3M2026-10-29
Parkside Financial Bank & Trust
INCREASED11,41311,336+77+1%$3.3M$3.0M-$287.1K2026-10-27
Fifth Third Bancorp
INCREASED11,11010,456+654+6%$3.0M$2.9M-$112.9K2026-11-05
Grey Fox Wealth Advisors, LLC
DECREASED11,04711,822-775-7%$3.4M$2.9M-$522.3K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED9,82010,722-902-8%$3.1M$2.6M-$525.5K2026-10-16
NYL Investors LLC
UNCHANGED9,4829,48200%$2.7M$2.5M-$257.0K2026-11-03
Oppenheimer & Co Inc
INCREASED9,4689,278+190+2%$2.7M$2.5M-$201.9K2026-10-26
D.A. Davidson & Co.
UNCHANGED9,3809,38000%$2.7M$2.4M-$254.2K2026-10-28
Truist Financial Corp
DECREASED8,5499,113-564-6%$2.6M$2.2M-$393.9K2026-10-30
Keystone Global Partners, LLC
INCREASED7,4026,543+859+13%$1.9M$1.9M+$46.5K2026-10-13
LBJ Family Wealth Advisors, Ltd.
INCREASED7,3507,244+106+1%$2.1K$1.9K-$1482026-10-01
Commonwealth Equity Services, LLC
INCREASED6,8316,563+268+4%$1.9M$1.8M-$108.0K2026-11-02
Oppenheimer Asset Management Inc.
INCREASED6,0395,981+58+1%$1.7M$1.6M-$147.0K2026-10-27
Advisor Resource Council
INCREASED3,9781,147+2,831+247%$326.5K$1.1M+$729.3K2026-11-05
TD Private Client Wealth LLC
DECREASED3,7264,338-612-14%$1.2M$970.9K-$277.0K2026-10-28
1900 Wealth Management LLC
DECREASED3,3653,433-68-2%$987.6K$877.0K-$110.7K2026-10-13
Vermillion Wealth Management, Inc.
DECREASED3,20413,504-10,300-76%$3.9M$834.9K-$3.1M2026-10-26
Chicago Partners Investment Group LLC
INCREASED2,9982,995+3+0%$817.7K$756.3K-$61.4K2026-10-27
American Financial & TAX Strategies Inc
DECREASED2,7443,074-330-11%$884.3K$715.0K-$169.3K2026-10-16
Michels Family Financial, LLC
INCREASED2,7342,731+3+0%$785.5K$712.4K-$73.2K2026-11-02
Elm3 Financial Group, LLC
DECREASED2,6162,702-86-3%$777.3K$681.6K-$95.7K2026-10-07
Cornerstone Wealth Management, LLC
INCREASED2,4382,369+69+3%$681.6K$635.3K-$46.3K2026-11-04
Cullinan Associates Inc
INCREASED2,3761,663+713+43%$478.4K$619.1K+$140.7K2026-11-03
Sound Income Strategies, LLC
DECREASED2,33954,217-51,878-96%$15.6M$603.8K-$15.0M2026-10-09
Wealth Enhancement Advisory Services, LLC
NEW2,221—+2,221——$573.3K—2026-10-13
Roffman Miller Associates Inc
INCREASED2,1742,171+3+0%$624.6K$566.5K-$58.1K2026-10-19
Avantax Planning Partners, Inc.
UNCHANGED2,1252,12500%$611.3K$553.7K-$57.6K2026-11-03
Modera Wealth Management, LLC
INCREASED2,0502,032+18+1%$584.5K$534.2K-$50.4K2026-10-28
Kelsey Financial, LLC
UNCHANGED2,0172,01700%$580.3K$525.6K-$54.7K2026-10-28
Mather Group, Llc.
DECREASED1,8482,027-179-9%$583.1K$481.6K-$101.6K2026-10-14
Farther Finance Advisors, LLC
INCREASED1,8221,773+49+3%$510.0K$474.7K-$35.4K2026-10-08
FF Advisors,LLC
UNCHANGED1,8141,81400%$521.9K$472.7K-$49.2K2026-10-21
Kuhn & Co Investment Counsel
UNCHANGED1,6901,69000%$486.3K$440.5K-$45.8K2026-10-29
Professional Advisory Services Inc
UNCHANGED1,6751,67500%$482$436-$462026-10-08
High Net Worth Advisory Group LLC
INCREASED1,6271,626+1+0%$467.9K$424.0K-$44.0K2026-10-26
IFP Advisors, Inc
INCREASED1,624949+675+71%$273.0K$423.2K+$150.2K2026-10-16
Pinnacle Associates LTD
UNCHANGED1,5581,55800%$448.2K$406.0K-$42.2K2026-10-20
Embree Financial Group
UNCHANGED1,5381,53800%$442.5K$400.8K-$41.7K2026-10-22
Bank of New York Mellon Corp
UNCHANGED1,4161,41600%$407.4K$369.0K-$38.4K2026-11-05
FCG Investment Co
DECREASED1,3861,390-40%$399.9K$361.2K-$38.7K2026-10-13
HB Wealth Management, LLC
UNCHANGED1,3731,37300%$395.0K$357.8K-$37.2K2026-10-23
TD Waterhouse Canada Inc.
DECREASED1,34919,203-17,854-93%$5.5M$351.9K-$5.1M2026-10-16
Atria Investments, Inc
DECREASED1,3011,308-7-1%$376.3K$339.0K-$37.3K2026-10-15
Sutton Place Investors LLC
UNCHANGED1,3001,30000%$374.0K$338.8K-$35.2K2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED1,2941,29400%$372.3K$337.2K-$35.1K2026-10-05
Vise Technologies, Inc.
NEW1,241—+1,241——$323.4K—2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED1,2081,20800%$347.5K$314.8K-$32.7K2026-10-22
Americana Partners, LLC
UNCHANGED1,1321,13200%$325.7K$295.0K-$30.7K2026-10-28
Cornerstone Management, Inc.
UNCHANGED1,1301,13000%$325.1K$294.5K-$30.6K2026-10-16
Trust Co of Vermont
NEW1,125—+1,125——$293.2K—2026-10-21
Valeo Financial Advisors, LLC
DECREASED1,1151,131-16-1%$325.4K$290.5K-$34.8K2026-10-08
Rodgers & Associates, LTD
UNCHANGED1,1021,10200%$317.0K$287.2K-$29.9K2026-10-20
Waldron Private Wealth LLC
UNCHANGED1,0671,06700%$307.0K$278.0K-$28.9K2026-11-02
Junk Investment Group, LLC
INCREASED1,0331,032+1+0%$297.0K$269.2K-$27.8K2026-10-19
AdvisorNet Financial, Inc
DECREASED1,0211,535-514-33%$441.5K$255.5K-$186.1K2026-10-15
Tranquility Partners, LLC
UNCHANGED1,0031,00300%$288.5K$261.4K-$27.2K2026-10-20
Peak Financial Management, Inc.
UNCHANGED88488400%$254.4K$230.4K-$23.9K2026-10-16
Westover Capital Advisors, LLC
DECREASED8131,313-500-38%$377.7K$211.9K-$165.9K2026-10-26
Mission Wealth Management, LP
DECREASED786791-5-1%$227.4K$204.7K-$22.7K2026-10-15
Powell Investment Advisors, LLC
INCREASED745620+125+20%$178.4K$194.1K+$15.8K2026-10-22
Entrust Financial LLC
UNCHANGED59359300%$170.5K$154.5K-$16.1K2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED57257200%$164.6K$149.1K-$15.5K2026-11-04
City State Bank
UNCHANGED51951900%$149.3K$135.2K-$14.1K2026-10-20
Barrett & Company, Inc.
UNCHANGED48248200%$138.6K$125.6K-$13.1K2026-10-22
Main Street Group, LTD
UNCHANGED29829800%$85.8K$77.7K-$8.1K2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED29029000%$83.4K$75.6K-$7.9K2026-11-03
Arlington Trust Co LLC
UNCHANGED27927900%$80.3K$72.7K-$7.6K2026-10-20
Signaturefd, LLC
UNCHANGED27727700%$79.7K$72.2K-$7.5K2026-10-23
US Bancorp \de\
UNCHANGED20020000%$57.5K$52.1K-$5.4K2026-11-05
Lanark Financial, Inc.
INCREASED152151+1+1%$43.7K$39.6K-$4.1K2026-10-26
CX Institutional
NEW149—+149——$39—2026-10-02
Creative Financial Designs Inc
UNCHANGED11611600%$33.3K$30.2K-$3.1K2026-11-04
Horizons Wealth Management
NEW102—+102——$26.6K—2026-10-05
CoreCap Advisors, LLC
UNCHANGED727200%$20.7K$18.8K-$2.0K2026-10-08
SBI Securities Co., Ltd.
INCREASED6764+3+5%$18.4K$17.5K-$9532026-10-22
Triumph Capital Management
UNCHANGED606000%$17.3K$15.6K-$1.6K2026-10-14
Asset Dedication, LLC
UNCHANGED484800%$13.8K$12.5K-$1.3K2026-11-03
NorthAvenue LLC
UNCHANGED484800%$13.8K$12.5K-$1.3K2026-10-29
Bfsg, LLC
NEW46—+46——$12.0K—2026-10-30
EverSource Wealth Advisors, LLC
NEW36—+36——$9.4K—2026-11-04
Nova Financial LLC
NEW27—+27——$6.9K—2026-11-04
Laurel Wealth Advisors LLC
NEW25—+25——$6.5K—2026-10-27
Golden State Wealth Management, LLC
UNCHANGED242400%$6.9K$6.3K-$6502026-11-02
Cape Investment Advisory, Inc.
UNCHANGED191900%$5.5K$5.0K-$5152026-10-13
Glass Jacobson Investment Advisors llc
UNCHANGED141400%$4.0K$3.6K-$3792026-10-26
Concord Wealth Partners
UNCHANGED131300%$3.7K$3.4K-$3522026-11-02
Elevated Capital Advisors, LLC
UNCHANGED9900%$2.6K$2.4K-$2412026-11-04
Eukles Asset Management
UNCHANGED8800%$2.3K$2.1K-$2162026-11-04
Belvedere Trading LLC
CLOSED02,890-2,890-100%$831.4K$0-$831.4K2026-11-05
Lido Advisors, LLC
CLOSED01,253-1,253-100%$360.7K$0-$360.7K2026-11-04
Relyea Zuckerberg Hanson LLC
CLOSED0825-825-100%$237.3K$0-$237.3K2026-10-20
Tennessee Valley Asset Management Partners
CLOSED0777-777-100%$223.6K$0-$223.6K2026-11-03
Winter & Associates, Inc.
CLOSED0756-756-100%$217.5K$0-$217.5K2026-10-23
Cambridge Investment Research Advisors, Inc.
CLOSED0702-702-100%$202.0K$0-$202.0K2026-11-02
Sterling Capital Management LLC
CLOSED0460-460-100%$132.3K$0-$132.3K2026-10-22
Salem Investment Counselors Inc
CLOSED0447-447-100%$128.6K$0-$128.6K2026-10-13
International Assets Investment Management, LLC
CLOSED0210-210-100%$59.9K$0-$59.9K2026-11-02
Kelleher Financial Advisors
CLOSED040-40-100%$11.5K$0-$11.5K2026-10-30
Key Capital Management, Inc
CLOSED021-21-100%$6.0K$0-$6.0K2026-11-03
Guardian Partners Inc.
CLOSED05-5-100%$1.4K$0-$1.4K2026-10-21
Bank of America Corp
N/A—308,503-308,503-100%$88.8M———
Morgan Stanley
N/A—257,410-257,410-100%$74.1M———
Pathstone Holdings, LLC
N/A—172,944-172,944-100%$49.8M———
Osaic Holdings, Inc.
N/A—101,066-101,066-100%$29.1M———
LPL Financial LLC
N/A—78,870-78,870-100%$22.7M———
Wells Fargo & Company
N/A—75,664-75,664-100%$21.8M———
Ameriprise Financial Inc
N/A—75,181-75,181-100%$22.0M———
Quest Investment Management LLC
N/A—66,964-66,964-100%$19.3M———
UBS Group AG
N/A—49,393-49,393-100%$14.2M———
Equitable Holdings, Inc.
N/A—49,292-49,292-100%$14.2M———
Envestnet Asset Management Inc
N/A—42,219-42,219-100%$12.1M———
Raymond James Financial Inc
N/A—39,615-39,615-100%$11.4M———
Rockefeller Capital Management L.P.
N/A—39,370-39,370-100%$11.3M———
Cetera Investment Advisers
N/A—37,169-37,169-100%$10.7M———
Silvercrest Asset Management Group LLC
N/A—34,002-34,002-100%$9.8M———
Institute for Wealth Management, Llc.
N/A—32,625-32,625-100%$9.4M———
Stifel Financial Corp
N/A—29,201-29,201-100%$8.4M———
Nvest Financial, LLC
N/A—27,103-27,103-100%$7.8M———
Centric Wealth Management
N/A—24,280-24,280-100%$6.5M———
Westwood Holdings Group Inc
N/A—23,922-23,922-100%$6.9M———
Royal Bank of Canada
N/A—22,662-22,662-100%$6.5M———
Susquehanna International Group, LLP
N/A—21,507-21,507-100%$6.2M———
HighTower Advisors, LLC
N/A—20,675-20,675-100%$5.9M———
Savant Capital, LLC
N/A—19,787-19,787-100%$5.1M———
Vestmark Advisory Solutions, Inc.
N/A—18,061-18,061-100%$5.2M———
Goldman Sachs Group Inc
N/A—17,654-17,654-100%$5.1M———
RWA Wealth Partners, LLC
N/A—17,629-17,629-100%$5.1M———
JPMorgan Chase & Co
N/A—17,538-17,538-100%$5.0M———
Commerce Bank
N/A—16,180-16,180-100%$4.7M———
Fiducient Advisors LLC
N/A—12,911-12,911-100%$3.7M———
National Philanthropic Trust
N/A—12,147-12,147-100%$3.5M———
Citadel Advisors LLC
N/A—11,843-11,843-100%$3.4M———
Summit Financial, LLC
N/A—11,504-11,504-100%$3.3M———
AQR Capital Management LLC
N/A—11,099-11,099-100%$3.2M———
Bragg Financial Advisors, Inc
N/A—10,450-10,450-100%$3.0M———
Clearstead Advisors, LLC
N/A—9,607-9,607-100%$2.8M———
IEQ Capital, LLC
N/A—9,222-9,222-100%$2.7M———
Great Valley Advisor Group, Inc.
N/A—8,825-8,825-100%$2.5M———
MML Investors Services, LLC
N/A—7,781-7,781-100%$2.2M———
GTS Securities LLC
N/A—6,363-6,363-100%$1.8M———
Captrust Financial Advisors
N/A—6,337-6,337-100%$1.8M———
Brown Advisory Inc
N/A—5,465-5,465-100%$1.6M———
Mariner, LLC
N/A—5,381-5,381-100%$1.5M———
Prosperity Consulting Group, LLC
N/A—5,356-5,356-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—5,220-5,220-100%$1.5M———
FourThought Financial Partners, LLC
N/A—4,734-4,734-100%$1.4M———
Nicolet Bankshares Inc
N/A—4,588-4,588-100%$1.3M———
Vance Wealth, LLC
N/A—4,157-4,157-100%$1.2M———
Jones Financial Companies Lllp
N/A—4,125-4,125-100%$1.2M———
Northwestern Mutual Wealth Management Co
N/A—3,991-3,991-100%$1.1M———
Janney Montgomery Scott LLC
N/A—3,752-3,752-100%$1.1M———
NewEdge Advisors, LLC
N/A—3,649-3,649-100%$1.0M———
Moneta Group Investment Advisors LLC
N/A—3,447-3,447-100%$991.5K———
First National Bank of Omaha
N/A—3,362-3,362-100%$957.4K———
Private Advisor Group, LLC
N/A—3,166-3,166-100%$910.8K———
Gotham Asset Management, LLC
N/A—3,000-3,000-100%$863.0K———
Financial Engines Advisors L.L.C.
N/A—2,989-2,989-100%$859.9K———
Mercer Global Advisors Inc
N/A—2,926-2,926-100%$841.8K———
Curi Capital, LLC
N/A—2,921-2,921-100%$840.3K———
Quantinno Capital Management LP
N/A—2,689-2,689-100%$773.6K———
Tower Research Capital LLC (TRC)
N/A—2,604-2,604-100%$749.1K———
Arkadios Wealth Advisors
N/A—2,512-2,512-100%$722.7K———
Global Retirement Partners, LLC
N/A—2,320-2,320-100%$667.5K———
Flow Traders U.S. LLC
N/A—2,127-2,127-100%$612.0K———
Gladstone Institutional Advisory LLC
N/A—2,108-2,108-100%$606.4K———
UBS Asset Management Americas LLC
N/A—1,849-1,849-100%$531.9K———
Focus Partners Wealth
N/A—1,770-1,770-100%$509.3K———
WealthShield Partners, LLC
N/A—1,770-1,770-100%$509.2K———
Kovack Advisors, Inc.
N/A—1,651-1,651-100%$474.9K———
Fortress Private Ledger, LLC
N/A—1,647-1,647-100%$473.7K———
Xcelsior Advisor Partners LLC
N/A—1,645-1,645-100%$473.2K———
HRT Financial LP
N/A—1,603-1,603-100%$461.0K———
Quantum Portfolio Management LLC
N/A—1,501-1,501-100%$431.8K———
Focus Partners Advisor Solutions, LLC
N/A—1,459-1,459-100%$419.7K———
Valued Retirements, Inc.
N/A—1,375-1,375-100%$395.5K———
Cornerstone Financial Management LLC
N/A—1,352-1,352-100%$388.9K———
Hirtle & Co., LLC
N/A—1,346-1,346-100%$387.2K———
Envestnet Portfolio Solutions, Inc.
N/A—1,275-1,275-100%$366.8K———
First Citizens Asset Management, Inc.
N/A—1,263-1,263-100%$363.3K———
Oxbow Advisors, LLC
N/A—1,218-1,218-100%$350.4K———
Freedom Investment Management, Inc.
N/A—1,129-1,129-100%$324.8K———
Zhang Financial LLC
N/A—1,093-1,093-100%$314.4K———
FMR LLC
N/A—1,072-1,072-100%$308.4K———
Bank of Montreal
N/A—1,055-1,055-100%$303.5K———
Jane Street Group, LLC
N/A—1,044-1,044-100%$300.3K———
Pallas Capital Advisors LLC
N/A—953-953-100%$274.2K———
BlackRock, Inc.
N/A—950-950-100%$273.3K———
Financial Freedom, LLC
N/A—942-942-100%$271.1K———
Index Technologies Group LLC
N/A—911-911-100%$262.1K———
&partners
N/A—891-891-100%$253.8K———
Waverly Advisors, LLC
N/A—862-862-100%$248.0K———
Cresset Asset Management, LLC
N/A—843-843-100%$242.4K———
Avise Financial Cooperative, Inc.
N/A—839-839-100%$241.3K———
Guardian Wealth Advisors, LLC / NC
N/A—830-830-100%$238.7K———
Aptus Capital Advisors, LLC
N/A—830-830-100%$238.8K———
Allworth Financial LP
N/A—782-782-100%$224.9K———
Graney & King, LLC
N/A—776-776-100%$223.3K———
Main Street Financial Solutions, LLC
N/A—760-760-100%$218.7K———
Caprock Group, LLC
N/A—725-725-100%$208.6K———
EWA, LLC
N/A—705-705-100%$202.8K———
PNC Financial Services Group, Inc.
N/A—650-650-100%$187.1K———
Disciplina Capital Management LLC
N/A—500-500-100%$143.8K———
Atlas Capital Advisors Inc.
N/A—497-497-100%$143.0K———
Horizon Investments, LLC
N/A—456-456-100%$131.2K———
MidFirst Bank
N/A—380-380-100%$109.3K———
Harbour Investments, Inc.
N/A—330-330-100%$94.9K———
Vanguard Advisers Inc
N/A—318-318-100%$91.3K———
PlanVest Financial, Inc
N/A—305-305-100%$87.7K———
Centennial Bank
N/A—283-283-100%$81.4K———
Ameritas Advisory Services, LLC
N/A—275-275-100%$79.2K———
National Bank of Canada
N/A—267-267-100%$76.7K———
Blair William & Co
N/A—231-231-100%$66.5K———
IFG Advisory, LLC
N/A—116-116-100%$33.4K———
Qube Research & Technologies Ltd
N/A—74-74-100%$21.3K———
AE Wealth Management LLC
N/A—74-74-100%$21.3K———
Miller Capital Partners, Inc.
N/A—45-45-100%$12.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—40-40-100%$11.5K———
Caitlin John, LLC
N/A—9-9-100%$2.6K———
GeoWealth Management, LLC
N/A—00—$40———
Showing 231 of 231 institutions