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Vanguard Russell 2000 Value (VTWV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares124,362 from 117,898
Change+6,464 (+5%)
Value$23.0M (-$68.6K)
Filed 2026-11-06
AMG National Trust Bank
INCREASED
Shares62,680 from 55,783
Change+6,897 (+12%)
Value$11.6M (+$676.6K)
Filed 2026-11-05
WestHill Financial Advisors, Inc.
DECREASED
Shares56,502 from 57,957
Change-1,455 (-3%)
Value$10.4M (-$889.4K)
Filed 2026-10-14
Financial Advisory Corp
DECREASED
Shares49,647 from 50,160
Change-513 (-1%)
Value$9.2M (-$631.9K)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares46,260 from 91,791
Change-45,531 (-50%)
Value$8.5M (-$8.1M)
Filed 2026-11-06
Institute for Wealth Management, Llc.
INCREASED
Shares43,095 from 42,835
Change+260 (+1%)
Value$8.0M (-$410.7K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares27,993 from 28,883
Change-890 (-3%)
Value$5.2M (-$473.7K)
Filed 2026-10-30
PW Nova Financial Services LLC
DECREASED
Shares21,625 from 25,260
Change-3,635 (-14%)
Value$4.0M (-$942.0K)
Filed 2026-10-15
Virtue Capital Management, LLC
DECREASED
Shares21,562 from 25,100
Change-3,538 (-14%)
Value$4.0M (-$922.4K)
Filed 2026-10-29
Avior Wealth Management, LLC
NEW
Shares20,504
Change+20,504
Value$3.8M
Filed 2026-10-13
Citigroup Inc
NEW
Shares16,635
Change+16,635
Value$3.1M
Filed 2026-11-04
Phoenix Wealth Advisors
INCREASED
Shares15,783 from 15,218
Change+565 (+4%)
Value$2.9M (-$58.6K)
Filed 2026-11-03
Allegheny Financial Group
INCREASED
Shares15,168 from 15,129
Change+39 (+0%)
Value$2.8M (-$154.9K)
Filed 2026-11-05
Rodgers & Associates, LTD
DECREASED
Shares14,989 from 15,359
Change-370 (-2%)
Value$2.8M (-$232.8K)
Filed 2026-10-20
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares14,536 from 14,363
Change+173 (+1%)
Value$2.7K (-$118)
Filed 2026-10-01
NYL Investors LLC
UNCHANGED
Shares14,206 from 14,206
Change0 (0%)
Value$2.6M (-$152.1K)
Filed 2026-11-03
D.A. Davidson & Co.
UNCHANGED
Shares13,970 from 13,970
Change0 (0%)
Value$2.6M (-$149.6K)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
DECREASED
Shares13,928 from 14,040
Change-112 (-1%)
Value$2.6M (-$171.0K)
Filed 2026-11-02
Clearstead Advisors, LLC
INCREASED
Shares13,115 from 13,113
Change+2 (+0%)
Value$2.4M (-$139.9K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares12,941 from 18,241
Change-5,300 (-29%)
Value$2.4M (-$1.2M)
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares12,736 from 12,736
Change0 (0%)
Value$2.4M (-$136.4K)
Filed 2026-10-27
Stackstone Wealth, LLC
NEW
Shares12,452
Change+12,452
Value$2.3M
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares11,951 from 11,903
Change+48 (+0%)
Value$2.2M (-$118.7K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares11,790 from 11,557
Change+233 (+2%)
Value$2.2M (-$80.7K)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares11,548 from 11,666
Change-118 (-1%)
Value$2.1M (-$146.8K)
Filed 2026-10-23
Gibraltar Capital Management, Inc.
DECREASED
Shares11,125 from 11,250
Change-125 (-1%)
Value$2.1M (-$143.6K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,113 from 8,860
Change+253 (+3%)
Value$1.7K (-$1.7M)
Filed 2026-11-02
Fifth Third Securities, Inc.
DECREASED
Shares8,453 from 9,152
Change-699 (-8%)
Value$1.6M (-$227.1K)
Filed 2026-10-21
Jordan Park Group LLC
UNCHANGED
Shares6,789 from 6,789
Change0 (0%)
Value$1.3M (-$72.7K)
Filed 2026-11-06
Morangie Management LLC
UNCHANGED
Shares5,929 from 5,929
Change0 (0%)
Value$1.1M (-$63.5K)
Filed 2026-10-15
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares5,851 from 5,624
Change+227 (+4%)
Value$1.1M (-$18.4K)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares5,584 from 5,318
Change+266 (+5%)
Value$1.0M (-$7.8K)
Filed 2026-10-23
Wrenne Financial Planning LLC
DECREASED
Shares5,527 from 5,544
Change-17 (0%)
Value$1.0M (-$62.5K)
Filed 2026-10-30
Brooklyn FI, LLC
DECREASED
Shares5,209 from 5,279
Change-70 (-1%)
Value$1.0M (-$30.0K)
Filed 2026-11-05
McLean Asset Management Corp
DECREASED
Shares5,176 from 5,464
Change-288 (-5%)
Value$962.9K (-$103.0K)
Filed 2026-11-06
Michels Family Financial, LLC
DECREASED
Shares4,268 from 4,296
Change-28 (-1%)
Value$788.4K (-$51.3K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares4,174 from 4,448
Change-274 (-6%)
Value$771.1K (-$98.3K)
Filed 2026-11-04
1900 Wealth Management LLC
INCREASED
Shares3,969 from 3,713
Change+256 (+7%)
Value$733.2K (+$7.5K)
Filed 2026-10-13
IVC Wealth Advisors LLC
DECREASED
Shares3,673 from 4,194
Change-521 (-12%)
Value$678.4K (-$141.2K)
Filed 2026-10-23
Clear Retirement Advice LLC
UNCHANGED
Shares3,613 from 3,613
Change0 (0%)
Value$667.4K (-$38.7K)
Filed 2026-10-22
Kelsey Financial, LLC
UNCHANGED
Shares3,231 from 3,231
Change0 (0%)
Value$596.9K (-$34.6K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares3,183
Change+3,183
Value$587.9K
Filed 2026-11-03
Tennessee Valley Asset Management Partners
UNCHANGED
Shares3,098 from 3,098
Change0 (0%)
Value$572.3K (-$33.2K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$554.2K (-$32.1K)
Filed 2026-11-06
Sound Financial Strategies Group, LLC
DECREASED
Shares2,697 from 2,800
Change-103 (-4%)
Value$498.2K (-$49.0K)
Filed 2026-10-30
Stordahl Capital Management, Inc.
DECREASED
Shares2,588 from 2,765
Change-177 (-6%)
Value$478.1K (-$62.3K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
DECREASED
Shares2,487 from 2,508
Change-21 (-1%)
Value$459.3K (-$30.7K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares2,396 from 2,285
Change+111 (+5%)
Value$442.7K (-$3.8K)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares2,354 from 3,173
Change-819 (-26%)
Value$430.6K (-$189.6K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
INCREASED
Shares2,155 from 2,020
Change+135 (+7%)
Value$398.0K (+$3.3K)
Filed 2026-11-03
Cullinan Associates Inc
INCREASED
Shares2,090 from 1,481
Change+609 (+41%)
Value$386.1K (+$96.6K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,016 from 2,052
Change-36 (-2%)
Value$375.1K (-$23.3K)
Filed 2026-10-13
True Private Wealth Advisors
DECREASED
Shares2,003 from 2,060
Change-57 (-3%)
Value$370.0K (-$32.5K)
Filed 2026-10-19
Compound Planning, Inc.
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$346.2K (-$20.1K)
Filed 2026-11-05
Northwest Wealth Management, LLC
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$345.1K (-$20.0K)
Filed 2026-10-30
Plancorp, LLC
DECREASED
Shares1,858 from 2,230
Change-372 (-17%)
Value$350.9K (-$81.3K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares1,761 from 1,697
Change+64 (+4%)
Value$325.3K (-$6.4K)
Filed 2026-10-13
Bank of New York Mellon Corp
UNCHANGED
Shares1,733 from 1,733
Change0 (0%)
Value$320.1K (-$18.5K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$308.5K (-$17.9K)
Filed 2026-10-22
Guidance Capital, Inc
INCREASED
Shares1,465 from 1,348
Change+117 (+9%)
Value$278.9K (+$12.2K)
Filed 2026-11-03
Capital Square, LLC
DECREASED
Shares1,425 from 1,965
Change-540 (-27%)
Value$263.2K (-$118.3K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$252.2K (-$14.6K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares1,350 from 1,307
Change+43 (+3%)
Value$249.3K (-$6.1K)
Filed 2026-11-05
Advisor Resource Council
NEW
Shares1,264
Change+1,264
Value$237.6K
Filed 2026-11-05
AA Financial Advisors, LLC
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$228.8K (-$13.3K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
NEW
Shares1,170
Change+1,170
Value$216.1K
Filed 2026-10-13
Creative Planning
NEW
Shares1,152
Change+1,152
Value$212.7K
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares1,137 from 1,426
Change-289 (-20%)
Value$210.1K (-$68.6K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares1,120 from 1,114
Change+6 (+1%)
Value$206.9K (-$10.8K)
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares1,094 from 1,070
Change+24 (+2%)
Value$202.1K (-$7.0K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares1,019 from 888
Change+131 (+15%)
Value$188.3K (+$14.7K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$175.5K (-$10.2K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares830 from 765
Change+65 (+9%)
Value$162.2K (+$12.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares810 from 808
Change+2 (+0%)
Value$149.7K (-$8.2K)
Filed 2026-10-08
Disciplina Capital Management LLC
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$148.2K (-$8.6K)
Filed 2026-11-06
Blueline Advisors LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$62.6K (-$3.6K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$38.4K (-$2.2K)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$35.3K (-$2.0K)
Filed 2026-10-20
CX Institutional
NEW
Shares182
Change+182
Value$34
Filed 2026-10-02
CoreCap Advisors, LLC
INCREASED
Shares164 from 159
Change+5 (+3%)
Value$30.3K (-$779)
Filed 2026-10-08
Bear Mountain Capital, Inc.
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$23.1K (-$1.2K)
Filed 2026-11-04
AlphaCore Capital LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$20.5K (-$1.2K)
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$17.7K (-$1.0K)
Filed 2026-10-05
Triumph Capital Management
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$15.9K (-$921)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$14.8K (-$857)
Filed 2026-10-27
TD Private Client Wealth LLC
NEW
Shares75
Change+75
Value$13.9K
Filed 2026-10-28
Bfsg, LLC
NEW
Shares68
Change+68
Value$12.6K
Filed 2026-10-30
EverSource Wealth Advisors, LLC
NEW
Shares51
Change+51
Value$9.4K
Filed 2026-11-04
Wagner Wealth Management, LLC
NEW
Shares51
Change+51
Value$9.4K
Filed 2026-10-21
Fairscale Capital, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$9.4K (-$328)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$7.8K (-$449)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$7.2K (-$418)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares38
Change+38
Value$7.0K
Filed 2026-11-04
Russell Investments Group, Ltd.
NEW
Shares38
Change+38
Value$7.0K
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares35 from 33
Change+2 (+6%)
Value$6.5K (+$16)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$6.5K (-$374)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares23
Change+23
Value$4.2K
Filed 2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.0K (-$171)
Filed 2026-10-23
Eukles Asset Management
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.8K (-$161)
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares3
Change+3
Value$560
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares1
Change+1
Value$185
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$206 (-$11)
Filed 2026-10-13
Sterling Capital Management LLC
CLOSED
Shares0 from 1,945
Change-1,945 (-100%)
Value$0 (-$380.1K)
Filed 2026-10-22
Choreo, LLC
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-28
Gleason Group, Inc.
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$150.9K)
Filed 2026-10-15
Midway Capital Research & Management
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$130.9K)
Filed 2026-10-20
SYM Financial Corp
CLOSED
Shares0 from 421
Change-421 (-100%)
Value$0 (-$82.3K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$21.5K)
Filed 2026-11-02
Davis Capital Management
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-08
IFP Advisors, Inc
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$3)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 418,871
Change-418,871 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 287,799
Change-287,799 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 204,471
Change-204,471 (-100%)
Value—
Commerce Bank
N/A
Shares— from 120,264
Change-120,264 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 98,687
Change-98,687 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 97,643
Change-97,643 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 95,396
Change-95,396 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 86,298
Change-86,298 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 82,247
Change-82,247 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 68,522
Change-68,522 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 67,143
Change-67,143 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 59,430
Change-59,430 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 46,658
Change-46,658 (-100%)
Value—
UBS Group AG
N/A
Shares— from 41,836
Change-41,836 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 37,908
Change-37,908 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 33,847
Change-33,847 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,275
Change-32,275 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 26,233
Change-26,233 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 26,196
Change-26,196 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 25,801
Change-25,801 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 25,540
Change-25,540 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 21,923
Change-21,923 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,883
Change-20,883 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 18,520
Change-18,520 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 17,352
Change-17,352 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,981
Change-16,981 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 16,829
Change-16,829 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,211
Change-14,211 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 10,547
Change-10,547 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,381
Change-9,381 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,927
Change-8,927 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,846
Change-8,846 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 8,393
Change-8,393 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,436
Change-7,436 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,380
Change-6,380 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,324
Change-5,324 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 875
Change-875 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 609
Change-609 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 435
Change-435 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Blair William & Co
N/A
Shares— from 224
Change-224 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Centennial Bank
N/A
Shares— from 184
Change-184 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 140
Change-140 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 95
Change-95 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 40
Change-40 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 12
Change-12 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
LPL Financial LLC
INCREASED124,362117,898+6,464+5%$23.0M$23.0M-$68.6K2026-11-06
AMG National Trust Bank
INCREASED62,68055,783+6,897+12%$10.9M$11.6M+$676.6K2026-11-05
WestHill Financial Advisors, Inc.
DECREASED56,50257,957-1,455-3%$11.3M$10.4M-$889.4K2026-10-14
Financial Advisory Corp
DECREASED49,64750,160-513-1%$9.8M$9.2M-$631.9K2026-10-14
Savant Capital, LLC
DECREASED46,26091,791-45,531-50%$16.6M$8.5M-$8.1M2026-11-06
Institute for Wealth Management, Llc.
INCREASED43,09542,835+260+1%$8.4M$8.0M-$410.7K2026-11-06
Truist Financial Corp
DECREASED27,99328,883-890-3%$5.6M$5.2M-$473.7K2026-10-30
PW Nova Financial Services LLC
DECREASED21,62525,260-3,635-14%$4.9M$4.0M-$942.0K2026-10-15
Virtue Capital Management, LLC
DECREASED21,56225,100-3,538-14%$4.9M$4.0M-$922.4K2026-10-29
Avior Wealth Management, LLC
NEW20,504—+20,504——$3.8M—2026-10-13
Citigroup Inc
NEW16,635—+16,635——$3.1M—2026-11-04
Phoenix Wealth Advisors
INCREASED15,78315,218+565+4%$3.0M$2.9M-$58.6K2026-11-03
Allegheny Financial Group
INCREASED15,16815,129+39+0%$3.0M$2.8M-$154.9K2026-11-05
Rodgers & Associates, LTD
DECREASED14,98915,359-370-2%$3.0M$2.8M-$232.8K2026-10-20
LBJ Family Wealth Advisors, Ltd.
INCREASED14,53614,363+173+1%$2.8K$2.7K-$1182026-10-01
NYL Investors LLC
UNCHANGED14,20614,20600%$2.8M$2.6M-$152.1K2026-11-03
D.A. Davidson & Co.
UNCHANGED13,97013,97000%$2.7M$2.6M-$149.6K2026-10-28
Wealth Dimensions Group, Ltd.
DECREASED13,92814,040-112-1%$2.7M$2.6M-$171.0K2026-11-02
Clearstead Advisors, LLC
INCREASED13,11513,113+2+0%$2.6M$2.4M-$139.9K2026-11-06
Kestra Advisory Services, LLC
DECREASED12,94118,241-5,300-29%$3.6M$2.4M-$1.2M2026-11-02
Parkside Financial Bank & Trust
UNCHANGED12,73612,73600%$2.5M$2.4M-$136.4K2026-10-27
Stackstone Wealth, LLC
NEW12,452—+12,452——$2.3M—2026-10-19
Commonwealth Equity Services, LLC
INCREASED11,95111,903+48+0%$2.3M$2.2M-$118.7K2026-11-02
Oppenheimer & Co Inc
INCREASED11,79011,557+233+2%$2.3M$2.2M-$80.7K2026-10-26
Sowell Financial Services LLC
DECREASED11,54811,666-118-1%$2.3M$2.1M-$146.8K2026-10-23
Gibraltar Capital Management, Inc.
DECREASED11,12511,250-125-1%$2.2M$2.1M-$143.6K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED9,1138,860+253+3%$1.7M$1.7K-$1.7M2026-11-02
Fifth Third Securities, Inc.
DECREASED8,4539,152-699-8%$1.8M$1.6M-$227.1K2026-10-21
Jordan Park Group LLC
UNCHANGED6,7896,78900%$1.3M$1.3M-$72.7K2026-11-06
Morangie Management LLC
UNCHANGED5,9295,92900%$1.2M$1.1M-$63.5K2026-10-15
Dickmeyer Boyce Financial Management, Inc.
INCREASED5,8515,624+227+4%$1.1M$1.1M-$18.4K2026-10-08
Sigma Planning Corp
INCREASED5,5845,318+266+5%$1.0M$1.0M-$7.8K2026-10-23
Wrenne Financial Planning LLC
DECREASED5,5275,544-170%$1.1M$1.0M-$62.5K2026-10-30
Brooklyn FI, LLC
DECREASED5,2095,279-70-1%$1.0M$1.0M-$30.0K2026-11-05
McLean Asset Management Corp
DECREASED5,1765,464-288-5%$1.1M$962.9K-$103.0K2026-11-06
Michels Family Financial, LLC
DECREASED4,2684,296-28-1%$839.7K$788.4K-$51.3K2026-11-02
Lido Advisors, LLC
DECREASED4,1744,448-274-6%$869.4K$771.1K-$98.3K2026-11-04
1900 Wealth Management LLC
INCREASED3,9693,713+256+7%$725.7K$733.2K+$7.5K2026-10-13
IVC Wealth Advisors LLC
DECREASED3,6734,194-521-12%$819.6K$678.4K-$141.2K2026-10-23
Clear Retirement Advice LLC
UNCHANGED3,6133,61300%$706.1K$667.4K-$38.7K2026-10-22
Kelsey Financial, LLC
UNCHANGED3,2313,23100%$631.5K$596.9K-$34.6K2026-10-28
Ascentis Independent Advisors
NEW3,183—+3,183——$587.9K—2026-11-03
Tennessee Valley Asset Management Partners
UNCHANGED3,0983,09800%$605.5K$572.3K-$33.2K2026-11-03
Kestra Private Wealth Services, LLC
UNCHANGED3,0003,00000%$586.3K$554.2K-$32.1K2026-11-06
Sound Financial Strategies Group, LLC
DECREASED2,6972,800-103-4%$547.2K$498.2K-$49.0K2026-10-30
Stordahl Capital Management, Inc.
DECREASED2,5882,765-177-6%$540.4K$478.1K-$62.3K2026-10-22
Wealthcare Advisory Partners LLC
DECREASED2,4872,508-21-1%$490.1K$459.3K-$30.7K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED2,3962,285+111+5%$446.5K$442.7K-$3.8K2026-11-04
AdvisorNet Financial, Inc
DECREASED2,3543,173-819-26%$620.2K$430.6K-$189.6K2026-10-15
Ascentis Wealth Management, LLC
INCREASED2,1552,020+135+7%$394.7K$398.0K+$3.3K2026-11-03
Cullinan Associates Inc
INCREASED2,0901,481+609+41%$289.4K$386.1K+$96.6K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED2,0162,052-36-2%$398.5K$375.1K-$23.3K2026-10-13
True Private Wealth Advisors
DECREASED2,0032,060-57-3%$402.5K$370.0K-$32.5K2026-10-19
Compound Planning, Inc.
UNCHANGED1,8741,87400%$366.3K$346.2K-$20.1K2026-11-05
Northwest Wealth Management, LLC
UNCHANGED1,8681,86800%$365.1K$345.1K-$20.0K2026-10-30
Plancorp, LLC
DECREASED1,8582,230-372-17%$432.2K$350.9K-$81.3K2026-11-03
Independent Financial Group, LLC
INCREASED1,7611,697+64+4%$331.7K$325.3K-$6.4K2026-10-13
Bank of New York Mellon Corp
UNCHANGED1,7331,73300%$338.6K$320.1K-$18.5K2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED1,6701,67000%$326.4K$308.5K-$17.9K2026-10-22
Guidance Capital, Inc
INCREASED1,4651,348+117+9%$266.7K$278.9K+$12.2K2026-11-03
Capital Square, LLC
DECREASED1,4251,965-540-27%$381.5K$263.2K-$118.3K2026-10-19
Elevation Point Wealth Partners, LLC
UNCHANGED1,3651,36500%$266.8K$252.2K-$14.6K2026-11-05
Fifth Third Bancorp
INCREASED1,3501,307+43+3%$255.4K$249.3K-$6.1K2026-11-05
Advisor Resource Council
NEW1,264—+1,264——$237.6K—2026-11-05
AA Financial Advisors, LLC
UNCHANGED1,2381,23800%$242.0K$228.8K-$13.3K2026-10-19
B. Riley Wealth Advisors, Inc.
NEW1,170—+1,170——$216.1K—2026-10-13
Creative Planning
NEW1,152—+1,152——$212.7K—2026-11-02
Atria Investments, Inc
DECREASED1,1371,426-289-20%$278.7K$210.1K-$68.6K2026-10-15
Merit Financial Group, LLC
INCREASED1,1201,114+6+1%$217.7K$206.9K-$10.8K2026-11-06
Archer Investment Corp
INCREASED1,0941,070+24+2%$209.1K$202.1K-$7.0K2026-11-05
Creative Financial Designs Inc
INCREASED1,019888+131+15%$173.6K$188.3K+$14.7K2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED95095000%$185.7K$175.5K-$10.2K2026-10-16
Allworth Financial LP
INCREASED830765+65+9%$149.5K$162.2K+$12.6K2026-11-06
Farther Finance Advisors, LLC
INCREASED810808+2+0%$157.9K$149.7K-$8.2K2026-10-08
Disciplina Capital Management LLC
UNCHANGED80280200%$156.7K$148.2K-$8.6K2026-11-06
Blueline Advisors LLC
UNCHANGED33933900%$66.3K$62.6K-$3.6K2026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED20820800%$40.7K$38.4K-$2.2K2026-11-04
Private Trust Co NA
UNCHANGED19119100%$37.3K$35.3K-$2.0K2026-10-20
CX Institutional
NEW182—+182——$34—2026-10-02
CoreCap Advisors, LLC
INCREASED164159+5+3%$31.1K$30.3K-$7792026-10-08
Bear Mountain Capital, Inc.
UNCHANGED12612600%$24.3K$23.1K-$1.2K2026-11-04
AlphaCore Capital LLC
UNCHANGED11111100%$21.7K$20.5K-$1.2K2026-11-04
Eastern Bank
UNCHANGED969600%$18.8K$17.7K-$1.0K2026-10-05
Triumph Capital Management
UNCHANGED868600%$16.8K$15.9K-$9212026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED808000%$15.6K$14.8K-$8572026-10-27
TD Private Client Wealth LLC
NEW75—+75——$13.9K—2026-10-28
Bfsg, LLC
NEW68—+68——$12.6K—2026-10-30
EverSource Wealth Advisors, LLC
NEW51—+51——$9.4K—2026-11-04
Wagner Wealth Management, LLC
NEW51—+51——$9.4K—2026-10-21
Fairscale Capital, LLC
UNCHANGED505000%$9.8K$9.4K-$3282026-11-04
PNC Financial Services Group, Inc.
UNCHANGED424200%$8.2K$7.8K-$4492026-11-06
UMB Bank, n.a.
UNCHANGED393900%$7.6K$7.2K-$4182026-11-06
Nova Financial LLC
NEW38—+38——$7.0K—2026-11-04
Russell Investments Group, Ltd.
NEW38—+38——$7.0K—2026-11-06
SBI Securities Co., Ltd.
INCREASED3533+2+6%$6.5K$6.5K+$162026-10-22
Lanark Financial, Inc.
UNCHANGED353500%$6.8K$6.5K-$3742026-10-26
Latitude Advisors, LLC
NEW23—+23——$4.2K—2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED161600%$3.1K$3.0K-$1712026-10-23
Eukles Asset Management
UNCHANGED151500%$2.9K$2.8K-$1612026-11-04
Blue Trust, Inc.
NEW3—+3——$560—2026-10-15
Root Financial Partners, LLC
NEW1—+1——$185—2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED1100%$217$206-$112026-10-13
Sterling Capital Management LLC
CLOSED01,945-1,945-100%$380.1K$0-$380.1K2026-10-22
Choreo, LLC
CLOSED01,033-1,033-100%$201.9K$0-$201.9K2026-10-28
Gleason Group, Inc.
CLOSED0772-772-100%$150.9K$0-$150.9K2026-10-15
Midway Capital Research & Management
CLOSED0670-670-100%$130.9K$0-$130.9K2026-10-20
SYM Financial Corp
CLOSED0421-421-100%$82.3K$0-$82.3K2026-10-26
International Assets Investment Management, LLC
CLOSED0110-110-100%$21.5K$0-$21.5K2026-11-02
Davis Capital Management
CLOSED048-48-100%$9.4K$0-$9.4K2026-10-08
IFP Advisors, Inc
CLOSED034-34-100%$6.6K$0-$6.6K2026-10-16
Hazlett, Burt & Watson, Inc.
CLOSED015-15-100%$3$0-$32026-11-04
Bank of America Corp
N/A—418,871-418,871-100%$81.9M———
Morgan Stanley
N/A—287,799-287,799-100%$56.2M———
Pathstone Holdings, LLC
N/A—204,471-204,471-100%$40.0M———
Commerce Bank
N/A—120,264-120,264-100%$23.5M———
Equitable Holdings, Inc.
N/A—98,687-98,687-100%$19.3M———
Quest Investment Management LLC
N/A—97,643-97,643-100%$19.1M———
Wells Fargo & Company
N/A—95,396-95,396-100%$18.6M———
Rockefeller Capital Management L.P.
N/A—86,298-86,298-100%$16.9M———
Bragg Financial Advisors, Inc
N/A—82,247-82,247-100%$16.1M———
Ameriprise Financial Inc
N/A—68,522-68,522-100%$13.4M———
First American Trust, FSB
N/A—67,143-67,143-100%$13.1M———
Osaic Holdings, Inc.
N/A—59,430-59,430-100%$11.6M———
Raymond James Financial Inc
N/A—46,658-46,658-100%$9.1M———
UBS Group AG
N/A—41,836-41,836-100%$8.2M———
RWA Wealth Partners, LLC
N/A—37,908-37,908-100%$7.4M———
JPMorgan Chase & Co
N/A—33,847-33,847-100%$6.6M———
Cetera Investment Advisers
N/A—32,275-32,275-100%$6.3M———
Franklin Resources Inc
N/A—26,233-26,233-100%$5.1M———
Berkshire Asset Management LLC
N/A—26,196-26,196-100%$5.1M———
Silvercrest Asset Management Group LLC
N/A—25,801-25,801-100%$5.0M———
Royal Bank of Canada
N/A—25,540-25,540-100%$5.0M———
Zhang Financial LLC
N/A—21,923-21,923-100%$4.3M———
Goldman Sachs Group Inc
N/A—20,883-20,883-100%$4.1M———
Envestnet Asset Management Inc
N/A—19,788-19,788-100%$3.9M———
BlackRock, Inc.
N/A—18,520-18,520-100%$3.6M———
CIBC World Market Inc.
N/A—17,352-17,352-100%$3.4M———
HighTower Advisors, LLC
N/A—16,981-16,981-100%$3.3M———
Bartlett & Co. Wealth Management LLC
N/A—16,829-16,829-100%$3.3M———
Two Sigma Investments, LP
N/A—14,800-14,800-100%$2.9M———
Captrust Financial Advisors
N/A—14,211-14,211-100%$2.8M———
Susquehanna International Group, LLP
N/A—12,343-12,343-100%$2.4M———
Gotham Asset Management, LLC
N/A—10,547-10,547-100%$2.1M———
Summit Financial, LLC
N/A—9,381-9,381-100%$1.8M———
Baird Financial Group, Inc.
N/A—8,927-8,927-100%$1.7M———
Stifel Financial Corp
N/A—8,846-8,846-100%$1.7M———
FourThought Financial Partners, LLC
N/A—8,393-8,393-100%$1.6M———
Roundview Capital LLC
N/A—8,379-8,379-100%$1.6M———
Nicolet Bankshares Inc
N/A—7,893-7,893-100%$1.5M———
Tobias Financial Advisors, Inc.
N/A—7,494-7,494-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—7,436-7,436-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—6,650-6,650-100%$1.3M———
Financial Engines Advisors L.L.C.
N/A—6,380-6,380-100%$1.2M———
Mariner, LLC
N/A—5,324-5,324-100%$1.0M———
Private Advisor Group, LLC
N/A—4,523-4,523-100%$884.0K———
Bank of Montreal
N/A—4,244-4,244-100%$829.4K———
Moneta Group Investment Advisors LLC
N/A—4,103-4,103-100%$801.9K———
Composition Wealth, LLC
N/A—4,094-4,094-100%$800.1K———
NewEdge Advisors, LLC
N/A—4,055-4,055-100%$792.5K———
Jones Financial Companies Lllp
N/A—3,415-3,415-100%$667.8K———
Janney Montgomery Scott LLC
N/A—3,406-3,406-100%$666.0K———
MML Investors Services, LLC
N/A—3,212-3,212-100%$627.7K———
Neuberger Berman Group LLC
N/A—2,856-2,856-100%$558.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,742-2,742-100%$535.0K———
First National Bank of Omaha
N/A—2,740-2,740-100%$534.8K———
Mosaic Financial Group, LLC
N/A—2,668-2,668-100%$521.0K———
FAS Wealth Partners, Inc.
N/A—2,666-2,666-100%$521.0K———
LOM Asset Management Ltd
N/A—2,600-2,600-100%$508.1K———
Curi Capital, LLC
N/A—2,528-2,528-100%$494.1K———
Note Advisors, LLC
N/A—2,527-2,527-100%$493.9K———
AQR Capital Management LLC
N/A—2,228-2,228-100%$435.4K———
UBS Asset Management Americas LLC
N/A—2,094-2,094-100%$409.3K———
Vawter Financial, Ltd.
N/A—2,061-2,061-100%$402.8K———
Waverly Advisors, LLC
N/A—2,049-2,049-100%$400.4K———
Kintra Wealth, LLC
N/A—2,018-2,018-100%$404.0K———
Rialto Wealth Management, LLC
N/A—1,964-1,964-100%$383.8K———
Focus Partners Advisor Solutions, LLC
N/A—1,898-1,898-100%$371.1K———
Beacon Pointe Advisors, LLC
N/A—1,861-1,861-100%$363.7K———
Bridgewater Advisors Inc.
N/A—1,854-1,854-100%$367.1K———
First Western Trust Bank
N/A—1,738-1,738-100%$339.7K———
Cornerstone Financial Management LLC
N/A—1,665-1,665-100%$325.5K———
Quantinno Capital Management LP
N/A—1,628-1,628-100%$318.2K———
Freedom Investment Management, Inc.
N/A—1,596-1,596-100%$312.0K———
Syon Capital LLC
N/A—1,590-1,590-100%$310.8K———
Portland Global Advisors LLC
N/A—1,500-1,500-100%$293.2K———
Vestmark Advisory Solutions, Inc.
N/A—1,365-1,365-100%$266.8K———
Focus Partners Wealth
N/A—1,332-1,332-100%$260.4K———
FMR LLC
N/A—1,326-1,326-100%$259.2K———
Integrated Wealth Concepts LLC
N/A—1,318-1,318-100%$257.6K———
First Manhattan Co. Llc.
N/A—1,270-1,270-100%$248.2K———
Vance Wealth, LLC
N/A—1,228-1,228-100%$240.0K———
Aptus Capital Advisors, LLC
N/A—1,129-1,129-100%$220.7K———
Guardian Wealth Advisors, LLC / NC
N/A—1,129-1,129-100%$220.7K———
Tower Research Capital LLC (TRC)
N/A—875-875-100%$171.0K———
EP Wealth Advisors, LLC
N/A—757-757-100%$147.9K———
Harbour Investments, Inc.
N/A—609-609-100%$119.0K———
Oxford Financial Group, Ltd. LLC
N/A—541-541-100%$105.8K———
National Bank of Canada
N/A—435-435-100%$84.8K———
Global Retirement Partners, LLC
N/A—383-383-100%$74.9K———
Blair William & Co
N/A—224-224-100%$43.8K———
Ameritas Advisory Services, LLC
N/A—186-186-100%$36.4K———
Centennial Bank
N/A—184-184-100%$36.0K———
Steward Partners Investment Advisory, LLC
N/A—140-140-100%$27.4K———
MidFirst Bank
N/A—140-140-100%$27.4K———
Vanguard Advisers Inc
N/A—95-95-100%$18.6K———
Geneos Wealth Management Inc.
N/A—50-50-100%$9.8K———
Ancora Advisors LLCA
N/A—40-40-100%$7.8K———
BFC Planning, Inc.
N/A—20-20-100%$3.9K———
Aberdeen Wealth Management LLC
N/A—20-20-100%$3.9K———
AE Wealth Management LLC
N/A—13-13-100%$2.5K———
Vanguard National Trust Co
N/A—12-12-100%$2.3K———
Topsail Wealth Management, LLC
N/A—5-5-100%$977———
Showing 212 of 212 institutions