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Vanguard Short Tax-Ex Bond (VSDM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares303,242 from 251,105
Change+52,137 (+21%)
Value$22.6M (+$3.3M)
Filed 2026-10-30
Capital Investment Services of America, Inc.
DECREASED
Shares280,854 from 280,929
Change-75 (0%)
Value$20.9M (-$637.7K)
Filed 2026-11-02
Sageworth Trust Co
NEW
Shares256,500
Change+256,500
Value$19.1M
Filed 2026-10-30
Acumen Wealth Advisors, LLC
INCREASED
Shares252,767 from 82,467
Change+170,300 (+207%)
Value$18.8M (+$12.5M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares186,894 from 37,512
Change+149,382 (+398%)
Value$13.9M (+$11.0M)
Filed 2026-11-06
S.A. Mason LLC
INCREASED
Shares179,761 from 163,888
Change+15,873 (+10%)
Value$13.4M (+$811.9K)
Filed 2026-10-13
Opus Capital Group, LLC
INCREASED
Shares157,455 from 148,913
Change+8,542 (+6%)
Value$11.7K (-$11.4M)
Filed 2026-10-30
Keystone Financial Group, Inc.
INCREASED
Shares148,889 from 142,196
Change+6,693 (+5%)
Value$11.1M (+$178.1K)
Filed 2026-10-13
CGN Advisors LLC
INCREASED
Shares146,639 from 124,154
Change+22,485 (+18%)
Value$10.9M (+$1.4M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares108,615 from 65,487
Change+43,128 (+66%)
Value$8.1M (+$3.1M)
Filed 2026-11-02
Elser Financial Planning, Inc
NEW
Shares107,463
Change+107,463
Value$8.0M
Filed 2026-10-16
TCI Wealth Advisors, Inc.
INCREASED
Shares94,415 from 15,420
Change+78,995 (+512%)
Value$7.0M (+$5.8M)
Filed 2026-10-30
RW Investment Management LLC
INCREASED
Shares83,322 from 70,309
Change+13,013 (+19%)
Value$6.2M (+$809.7K)
Filed 2026-11-03
Master's Wealth Management Inc.
INCREASED
Shares77,044 from 61,689
Change+15,355 (+25%)
Value$5.7M (+$1.0M)
Filed 2026-10-22
Iron Financial LLC
INCREASED
Shares66,542 from 65,840
Change+702 (+1%)
Value$4.9M (-$95.9K)
Filed 2026-10-23
Mills Wealth Advisors LLC
DECREASED
Shares65,250 from 164,926
Change-99,676 (-60%)
Value$4.9M (-$7.8M)
Filed 2026-10-22
Klingman & Associates, LLC
NEW
Shares50,828
Change+50,828
Value$3.8M
Filed 2026-10-20
Platt Wealth Management LLC
INCREASED
Shares50,809 from 36,742
Change+14,067 (+38%)
Value$3.8K (-$2.8M)
Filed 2026-11-04
Apex Wealth Management, LLC
NEW
Shares45,703
Change+45,703
Value$3.4M
Filed 2026-10-20
MBM Wealth Consultants, LLC
INCREASED
Shares44,744 from 27,594
Change+17,150 (+62%)
Value$3.3M (+$1.2M)
Filed 2026-10-20
GSG Advisors LLC
INCREASED
Shares43,051 from 39,200
Change+3,851 (+10%)
Value$3.2M (+$198.2K)
Filed 2026-11-03
Alliance Private Wealth, LLC
DECREASED
Shares42,846 from 45,501
Change-2,655 (-6%)
Value$3.2M (-$299.8K)
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares41,868 from 41,724
Change+144 (+0%)
Value$3.1M (-$83.2K)
Filed 2026-11-05
Professional Financial Advisors, LLC
INCREASED
Shares40,610 from 38,255
Change+2,355 (+6%)
Value$3.0M (+$89.1K)
Filed 2026-10-13
Bedel Financial Consulting, Inc.
INCREASED
Shares38,422 from 30,560
Change+7,862 (+26%)
Value$2.9M (+$516.0K)
Filed 2026-11-06
Burton Enright Welch
INCREASED
Shares37,850 from 21,387
Change+16,463 (+77%)
Value$2.8M (+$1.2M)
Filed 2026-11-04
Red Mountain Financial, LLC
NEW
Shares33,011
Change+33,011
Value$2.5M
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares31,248 from 10,262
Change+20,986 (+205%)
Value$2.3M (+$1.5M)
Filed 2026-10-28
Rochester Wealth Strategies, LLC
NEW
Shares30,919
Change+30,919
Value$2.3M
Filed 2026-11-03
Stonebridge Financial Group, LLC
INCREASED
Shares29,853 from 23,716
Change+6,137 (+26%)
Value$2.2M (+$403.1K)
Filed 2026-10-01
Aprio Wealth Management, LLC
INCREASED
Shares29,285 from 27,970
Change+1,315 (+5%)
Value$2.2M (+$34.9K)
Filed 2026-10-28
Harbor Group, Inc.
DECREASED
Shares25,422 from 25,899
Change-477 (-2%)
Value$1.9M (-$93.7K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
INCREASED
Shares20,493 from 8,463
Change+12,030 (+142%)
Value$1.5M (+$876.9K)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares18,853 from 13,156
Change+5,697 (+43%)
Value$1.4M (+$397.0K)
Filed 2026-10-09
Verum Partners LLC
DECREASED
Shares18,630 from 23,102
Change-4,472 (-19%)
Value$1.4M (-$384.6K)
Filed 2026-10-21
CRA Financial Services, LLC
UNCHANGED
Shares17,988 from 17,988
Change0 (0%)
Value$1.3M (-$40.5K)
Filed 2026-10-16
Baker Ellis Asset Management LLC
INCREASED
Shares16,600 from 16,400
Change+200 (+1%)
Value$1.2M (-$22.0K)
Filed 2026-10-14
Thrivent Financial for Lutherans
NEW
Shares13,614
Change+13,614
Value$1.0K
Filed 2026-11-05
Gutierrez Wealth Advisory, LLC
INCREASED
Shares13,337 from 6,684
Change+6,653 (+100%)
Value$992.0K (+$479.8K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,093 from 8,608
Change+4,485 (+52%)
Value$973.6K (+$316.1K)
Filed 2026-10-13
MFA Wealth Services
DECREASED
Shares12,793 from 14,082
Change-1,289 (-9%)
Value$951.5K (-$127.6K)
Filed 2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED
Shares12,217 from 10,211
Change+2,006 (+20%)
Value$908.7K (+$126.3K)
Filed 2026-10-14
PFW Advisors LLC
NEW
Shares11,565
Change+11,565
Value$860.2K
Filed 2026-10-07
Burney Co/
NEW
Shares11,486
Change+11,486
Value$854.4K
Filed 2026-10-15
Signal Advisors Wealth, LLC
UNCHANGED
Shares11,165 from 11,165
Change0 (0%)
Value$830.5K (-$25.1K)
Filed 2026-10-13
Indivisible Partners
NEW
Shares11,145
Change+11,145
Value$828.9K
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares10,678 from 3,932
Change+6,746 (+172%)
Value$794.2K (+$492.9K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares10,590 from 2,377
Change+8,213 (+346%)
Value$787.7K (+$605.5K)
Filed 2026-10-08
Donalies Financial Planning, LLC
INCREASED
Shares10,586 from 8,314
Change+2,272 (+27%)
Value$787.4K (+$150.3K)
Filed 2026-10-19
Brookstone Capital Management
NEW
Shares10,542
Change+10,542
Value$784.1K
Filed 2026-10-22
Prospera Capital Management, LLC
UNCHANGED
Shares9,342 from 9,342
Change0 (0%)
Value$694.9K (-$19.7K)
Filed 2026-10-19
Vestment Financial LLC
NEW
Shares8,653
Change+8,653
Value$643.9K
Filed 2026-10-13
New England Private Wealth Advisors LLC
INCREASED
Shares8,395 from 8,393
Change+2 (+0%)
Value$624.5K (-$12.9K)
Filed 2026-10-19
Cypress Capital, LLC
NEW
Shares8,288
Change+8,288
Value$616.4K
Filed 2026-10-20
OmniStar Financial Group, Inc.
NEW
Shares8,160
Change+8,160
Value$606.9K
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
INCREASED
Shares7,881 from 3,621
Change+4,260 (+118%)
Value$586.2K (+$308.7K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares7,247 from 7,222
Change+25 (+0%)
Value$539.1K (-$14.3K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
NEW
Shares7,190
Change+7,190
Value$542.9K
Filed 2026-10-27
Willow Creek Wealth Management Inc.
NEW
Shares6,663
Change+6,663
Value$495.6K
Filed 2026-10-26
Forum Financial Management, LP
INCREASED
Shares6,601 from 6,567
Change+34 (+1%)
Value$491.0K (-$12.2K)
Filed 2026-10-16
L. Roy Papp & Associates, LLP
UNCHANGED
Shares6,520 from 6,520
Change0 (0%)
Value$485.0K (-$14.7K)
Filed 2026-10-21
Thompson Siegel & Walmsley LLC
NEW
Shares6,161
Change+6,161
Value$458
Filed 2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares6,030 from 6,030
Change0 (0%)
Value$449 (-$461.6K)
Filed 2026-10-26
Encompass Wealth Advisors, LLC
NEW
Shares5,600
Change+5,600
Value$416.5K
Filed 2026-10-15
Soltis Investment Advisors LLC
DECREASED
Shares5,566 from 6,371
Change-805 (-13%)
Value$414.0K (-$74.2K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares5,524 from 3,247
Change+2,277 (+70%)
Value$411 (-$248.6K)
Filed 2026-11-02
Financial Planning Hawaii, Inc.
INCREASED
Shares4,544 from 4,541
Change+3 (+0%)
Value$338.0K (-$10.0K)
Filed 2026-10-13
Worth Asset Management, LLC
DECREASED
Shares4,460 from 4,614
Change-154 (-3%)
Value$331.8K (-$21.8K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
DECREASED
Shares4,456 from 5,722
Change-1,266 (-22%)
Value$331.4K (-$107.0K)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares4,322 from 4,122
Change+200 (+5%)
Value$321.5K (+$5.6K)
Filed 2026-10-30
SpringVest Wealth Management LLC
NEW
Shares4,191
Change+4,191
Value$311.7K
Filed 2026-10-27
Members Wealth LLC
NEW
Shares4,149
Change+4,149
Value$308.2K
Filed 2026-10-20
Bill Few Associates, Inc.
INCREASED
Shares4,112 from 2,730
Change+1,382 (+51%)
Value$305.9K (+$96.7K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
NEW
Shares3,867
Change+3,867
Value$287.7K
Filed 2026-10-29
XY Planning Network, Inc.
NEW
Shares3,706
Change+3,706
Value$275.7K
Filed 2026-10-14
Werba Rubin Papier Wealth Management
NEW
Shares2,940
Change+2,940
Value$218.7K
Filed 2026-11-06
Foundry Financial LLC
DECREASED
Shares2,933 from 3,082
Change-149 (-5%)
Value$218.2K (-$18.0K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
INCREASED
Shares2,725 from 2,704
Change+21 (+1%)
Value$202.7K (-$4.5K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
NEW
Shares2,419
Change+2,419
Value$179.9K
Filed 2026-11-04
Burk Holdings LLC
UNCHANGED
Shares1,958 from 1,958
Change0 (0%)
Value$145.6K (-$4.4K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
NEW
Shares1,548
Change+1,548
Value$115.1K
Filed 2026-11-03
Trust Co
INCREASED
Shares1,519 from 759
Change+760 (+100%)
Value$113.0K (+$54.8K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares1,344 from 288
Change+1,056 (+367%)
Value$99.9K (+$77.9K)
Filed 2026-10-26
Private Trust Co NA
NEW
Shares831
Change+831
Value$61.8K
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
NEW
Shares525
Change+525
Value$39.1K
Filed 2026-10-07
Ascentis Independent Advisors
NEW
Shares467
Change+467
Value$34.7K
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$22.8K (-$690)
Filed 2026-10-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$11 ($0)
Filed 2026-11-04
IFP Advisors, Inc
NEW
Shares130
Change+130
Value$9.7K
Filed 2026-10-16
Kestra Investment Management, LLC
CLOSED
Shares0 from 139,319
Change-139,319 (-100%)
Value$0 (-$10.7M)
Filed 2026-11-04
Breakwater Capital Group
CLOSED
Shares0 from 8,864
Change-8,864 (-100%)
Value$0 (-$679.2K)
Filed 2026-10-09
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 6,092
Change-6,092 (-100%)
Value$0 (-$466.8K)
Filed 2026-11-05
Sugar Maple Asset Management, LLC
CLOSED
Shares0 from 5,367
Change-5,367 (-100%)
Value$0 (-$411.3K)
Filed 2026-10-13
American Investment Services, Inc.
N/A
Shares— from 128,709
Change-128,709 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 126,587
Change-126,587 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 98,000
Change-98,000 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 98,000
Change-98,000 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 74,692
Change-74,692 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 61,252
Change-61,252 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 50,496
Change-50,496 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 50,421
Change-50,421 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 43,473
Change-43,473 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 40,843
Change-40,843 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 37,636
Change-37,636 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 35,875
Change-35,875 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 32,858
Change-32,858 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 28,573
Change-28,573 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 20,487
Change-20,487 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 19,906
Change-19,906 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 18,959
Change-18,959 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 17,622
Change-17,622 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 16,754
Change-16,754 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,016
Change-16,016 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 15,910
Change-15,910 (-100%)
Value—
&partners
N/A
Shares— from 14,377
Change-14,377 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,198
Change-13,198 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 13,106
Change-13,106 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,599
Change-11,599 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 10,140
Change-10,140 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,396
Change-8,396 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,285
Change-7,285 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 6,588
Change-6,588 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 6,509
Change-6,509 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,034
Change-4,034 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 445
Change-445 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 303
Change-303 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Truist Financial Corp
INCREASED303,242251,105+52,137+21%$19.2M$22.6M+$3.3M2026-10-30
Capital Investment Services of America, Inc.
DECREASED280,854280,929-750%$21.5M$20.9M-$637.7K2026-11-02
Sageworth Trust Co
NEW256,500—+256,500——$19.1M—2026-10-30
Acumen Wealth Advisors, LLC
INCREASED252,76782,467+170,300+207%$6.3M$18.8M+$12.5M2026-11-05
LPL Financial LLC
INCREASED186,89437,512+149,382+398%$2.9M$13.9M+$11.0M2026-11-06
S.A. Mason LLC
INCREASED179,761163,888+15,873+10%$12.6M$13.4M+$811.9K2026-10-13
Opus Capital Group, LLC
INCREASED157,455148,913+8,542+6%$11.4M$11.7K-$11.4M2026-10-30
Keystone Financial Group, Inc.
INCREASED148,889142,196+6,693+5%$10.9M$11.1M+$178.1K2026-10-13
CGN Advisors LLC
INCREASED146,639124,154+22,485+18%$9.5M$10.9M+$1.4M2026-10-21
Commonwealth Equity Services, LLC
INCREASED108,61565,487+43,128+66%$5.0M$8.1M+$3.1M2026-11-02
Elser Financial Planning, Inc
NEW107,463—+107,463——$8.0M—2026-10-16
TCI Wealth Advisors, Inc.
INCREASED94,41515,420+78,995+512%$1.2M$7.0M+$5.8M2026-10-30
RW Investment Management LLC
INCREASED83,32270,309+13,013+19%$5.4M$6.2M+$809.7K2026-11-03
Master's Wealth Management Inc.
INCREASED77,04461,689+15,355+25%$4.7M$5.7M+$1.0M2026-10-22
Iron Financial LLC
INCREASED66,54265,840+702+1%$5.0M$4.9M-$95.9K2026-10-23
Mills Wealth Advisors LLC
DECREASED65,250164,926-99,676-60%$12.6M$4.9M-$7.8M2026-10-22
Klingman & Associates, LLC
NEW50,828—+50,828——$3.8M—2026-10-20
Platt Wealth Management LLC
INCREASED50,80936,742+14,067+38%$2.8M$3.8K-$2.8M2026-11-04
Apex Wealth Management, LLC
NEW45,703—+45,703——$3.4M—2026-10-20
MBM Wealth Consultants, LLC
INCREASED44,74427,594+17,150+62%$2.1M$3.3M+$1.2M2026-10-20
GSG Advisors LLC
INCREASED43,05139,200+3,851+10%$3.0M$3.2M+$198.2K2026-11-03
Alliance Private Wealth, LLC
DECREASED42,84645,501-2,655-6%$3.5M$3.2M-$299.8K2026-10-20
Bank of New York Mellon Corp
INCREASED41,86841,724+144+0%$3.2M$3.1M-$83.2K2026-11-05
Professional Financial Advisors, LLC
INCREASED40,61038,255+2,355+6%$2.9M$3.0M+$89.1K2026-10-13
Bedel Financial Consulting, Inc.
INCREASED38,42230,560+7,862+26%$2.3M$2.9M+$516.0K2026-11-06
Burton Enright Welch
INCREASED37,85021,387+16,463+77%$1.6M$2.8M+$1.2M2026-11-04
Red Mountain Financial, LLC
NEW33,011—+33,011——$2.5M—2026-11-03
Parsons Capital Management Inc
INCREASED31,24810,262+20,986+205%$786.4K$2.3M+$1.5M2026-10-28
Rochester Wealth Strategies, LLC
NEW30,919—+30,919——$2.3M—2026-11-03
Stonebridge Financial Group, LLC
INCREASED29,85323,716+6,137+26%$1.8M$2.2M+$403.1K2026-10-01
Aprio Wealth Management, LLC
INCREASED29,28527,970+1,315+5%$2.1M$2.2M+$34.9K2026-10-28
Harbor Group, Inc.
DECREASED25,42225,899-477-2%$2.0M$1.9M-$93.7K2026-10-14
CFS Investment Advisory Services, LLC
INCREASED20,4938,463+12,030+142%$647.1K$1.5M+$876.9K2026-10-19
Wedmont Private Capital
INCREASED18,85313,156+5,697+43%$1.0M$1.4M+$397.0K2026-10-09
Verum Partners LLC
DECREASED18,63023,102-4,472-19%$1.8M$1.4M-$384.6K2026-10-21
CRA Financial Services, LLC
UNCHANGED17,98817,98800%$1.4M$1.3M-$40.5K2026-10-16
Baker Ellis Asset Management LLC
INCREASED16,60016,400+200+1%$1.3M$1.2M-$22.0K2026-10-14
Thrivent Financial for Lutherans
NEW13,614—+13,614——$1.0K—2026-11-05
Gutierrez Wealth Advisory, LLC
INCREASED13,3376,684+6,653+100%$512.2K$992.0K+$479.8K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED13,0938,608+4,485+52%$657.5K$973.6K+$316.1K2026-10-13
MFA Wealth Services
DECREASED12,79314,082-1,289-9%$1.1M$951.5K-$127.6K2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED12,21710,211+2,006+20%$782.4K$908.7K+$126.3K2026-10-14
PFW Advisors LLC
NEW11,565—+11,565——$860.2K—2026-10-07
Burney Co/
NEW11,486—+11,486——$854.4K—2026-10-15
Signal Advisors Wealth, LLC
UNCHANGED11,16511,16500%$855.6K$830.5K-$25.1K2026-10-13
Indivisible Partners
NEW11,145—+11,145——$828.9K—2026-10-26
Kestra Advisory Services, LLC
INCREASED10,6783,932+6,746+172%$301.3K$794.2K+$492.9K2026-11-02
Farther Finance Advisors, LLC
INCREASED10,5902,377+8,213+346%$182.1K$787.7K+$605.5K2026-10-08
Donalies Financial Planning, LLC
INCREASED10,5868,314+2,272+27%$637.1K$787.4K+$150.3K2026-10-19
Brookstone Capital Management
NEW10,542—+10,542——$784.1K—2026-10-22
Prospera Capital Management, LLC
UNCHANGED9,3429,34200%$714.6K$694.9K-$19.7K2026-10-19
Vestment Financial LLC
NEW8,653—+8,653——$643.9K—2026-10-13
New England Private Wealth Advisors LLC
INCREASED8,3958,393+2+0%$637.4K$624.5K-$12.9K2026-10-19
Cypress Capital, LLC
NEW8,288—+8,288——$616.4K—2026-10-20
OmniStar Financial Group, Inc.
NEW8,160—+8,160——$606.9K—2026-10-26
Cherry Tree Wealth Management, LLC
INCREASED7,8813,621+4,260+118%$277.5K$586.2K+$308.7K2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED7,2477,222+25+0%$553.4K$539.1K-$14.3K2026-11-04
Chicago Partners Investment Group LLC
NEW7,190—+7,190——$542.9K—2026-10-27
Willow Creek Wealth Management Inc.
NEW6,663—+6,663——$495.6K—2026-10-26
Forum Financial Management, LP
INCREASED6,6016,567+34+1%$503.2K$491.0K-$12.2K2026-10-16
L. Roy Papp & Associates, LLP
UNCHANGED6,5206,52000%$499.6K$485.0K-$14.7K2026-10-21
Thompson Siegel & Walmsley LLC
NEW6,161—+6,161——$458—2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED6,0306,03000%$462.0K$449-$461.6K2026-10-26
Encompass Wealth Advisors, LLC
NEW5,600—+5,600——$416.5K—2026-10-15
Soltis Investment Advisors LLC
DECREASED5,5666,371-805-13%$488.2K$414.0K-$74.2K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED5,5243,247+2,277+70%$249.0K$411-$248.6K2026-11-02
Financial Planning Hawaii, Inc.
INCREASED4,5444,541+3+0%$348.0K$338.0K-$10.0K2026-10-13
Worth Asset Management, LLC
DECREASED4,4604,614-154-3%$353.6K$331.8K-$21.8K2026-10-07
EverSource Wealth Advisors, LLC
DECREASED4,4565,722-1,266-22%$438.5K$331.4K-$107.0K2026-11-04
Ascent Group, LLC
INCREASED4,3224,122+200+5%$315.9K$321.5K+$5.6K2026-10-30
SpringVest Wealth Management LLC
NEW4,191—+4,191——$311.7K—2026-10-27
Members Wealth LLC
NEW4,149—+4,149——$308.2K—2026-10-20
Bill Few Associates, Inc.
INCREASED4,1122,730+1,382+51%$209.2K$305.9K+$96.7K2026-10-09
Next Level Wealth Planning, LLC
NEW3,867—+3,867——$287.7K—2026-10-29
XY Planning Network, Inc.
NEW3,706—+3,706——$275.7K—2026-10-14
Werba Rubin Papier Wealth Management
NEW2,940—+2,940——$218.7K—2026-11-06
Foundry Financial LLC
DECREASED2,9333,082-149-5%$236.2K$218.2K-$18.0K2026-10-16
Elmwood Wealth Management, Inc.
INCREASED2,7252,704+21+1%$207.2K$202.7K-$4.5K2026-10-14
Plante Moran Financial Advisors, LLC
NEW2,419—+2,419——$179.9K—2026-11-04
Burk Holdings LLC
UNCHANGED1,9581,95800%$150.0K$145.6K-$4.4K2026-11-05
Ashton Thomas Private Wealth, LLC
NEW1,548—+1,548——$115.1K—2026-11-03
Trust Co
INCREASED1,519759+760+100%$58.2K$113.0K+$54.8K2026-10-09
Lanark Financial, Inc.
INCREASED1,344288+1,056+367%$22.1K$99.9K+$77.9K2026-10-26
Private Trust Co NA
NEW831—+831——$61.8K—2026-10-20
Wealth Enhancement Trust Services, Inc.
NEW525—+525——$39.1K—2026-10-07
Ascentis Independent Advisors
NEW467—+467——$34.7K—2026-11-03
Planning Strategies Inc.
UNCHANGED30730700%$23.5K$22.8K-$6902026-10-02
Hazlett, Burt & Watson, Inc.
UNCHANGED15015000%$11$11$02026-11-04
IFP Advisors, Inc
NEW130—+130——$9.7K—2026-10-16
Kestra Investment Management, LLC
CLOSED0139,319-139,319-100%$10.7M$0-$10.7M2026-11-04
Breakwater Capital Group
CLOSED08,864-8,864-100%$679.2K$0-$679.2K2026-10-09
Pennsylvania Capital Management Inc
CLOSED06,092-6,092-100%$466.8K$0-$466.8K2026-11-05
Sugar Maple Asset Management, LLC
CLOSED05,367-5,367-100%$411.3K$0-$411.3K2026-10-13
American Investment Services, Inc.
N/A—128,709-128,709-100%$9.9M———
Mosaic Family Wealth Partners, LLC
N/A—126,587-126,587-100%$9.7M———
Quantinno Capital Management LP
N/A—98,000-98,000-100%$7.5M———
Frisch Financial Group, Inc.
N/A—98,000-98,000-100%$7.5M———
Beaird Harris Wealth Management, LLC
N/A—74,692-74,692-100%$5.7M———
Rialto Wealth Management, LLC
N/A—61,252-61,252-100%$4.7M———
Jones Financial Companies Lllp
N/A—50,496-50,496-100%$3.9M———
Belpointe Asset Management LLC
N/A—50,421-50,421-100%$3.9M———
TD Capital Management LLC
N/A—43,473-43,473-100%$3.3M———
Topsail Wealth Management, LLC
N/A—40,843-40,843-100%$3.1M———
Timmons Wealth Management, LLC
N/A—37,636-37,636-100%$2.9M———
Dakota Wealth Management
N/A—35,875-35,875-100%$2.7M———
Great Valley Advisor Group, Inc.
N/A—32,858-32,858-100%$2.5M———
JPMorgan Chase & Co
N/A—28,573-28,573-100%$2.2M———
Karpus Management, Inc.
N/A—21,000-21,000-100%$1.6M———
Boston Family Office LLC
N/A—20,487-20,487-100%$1.6M———
Financial Engines Advisors L.L.C.
N/A—19,906-19,906-100%$1.5M———
HighTower Advisors, LLC
N/A—18,959-18,959-100%$1.5M———
Essex Financial Services, Inc.
N/A—17,622-17,622-100%$1.4M———
Pandowealth. LLC
N/A—16,754-16,754-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—16,016-16,016-100%$1.2M———
Neuberger Berman Group LLC
N/A—15,910-15,910-100%$1.2M———
&partners
N/A—14,377-14,377-100%$1.1M———
Natixis Advisors, LLC
N/A—13,198-13,198-100%$1.0M———
Composition Wealth, LLC
N/A—13,106-13,106-100%$1.0M———
Jane Street Group, LLC
N/A—11,599-11,599-100%$888.8K———
Kelman-Lazarov, Inc.
N/A—10,570-10,570-100%$810.0K———
Cascade Wealth Advisors, Inc
N/A—10,140-10,140-100%$772.3K———
Peapack Gladstone Financial Corp
N/A—9,700-9,700-100%$743.0K———
Susquehanna International Group, LLP
N/A—8,396-8,396-100%$643.4K———
Equitable Holdings, Inc.
N/A—7,285-7,285-100%$558.2K———
Janney Montgomery Scott LLC
N/A—7,000-7,000-100%$536.0K———
VSM Wealth Advisory, LLC
N/A—6,989-6,989-100%$708.0K———
Conservest Capital Advisors, Inc.
N/A—6,588-6,588-100%$504.8K———
OakTrust Wealth Advisors, LLC
N/A—6,509-6,509-100%$498.8K———
Waverly Advisors, LLC
N/A—5,850-5,850-100%$448.3K———
N.E.W. Advisory Services LLC
N/A—5,470-5,470-100%$419.1K———
Betterment LLC
N/A—5,125-5,125-100%$393.0K———
Strategic Financial Concepts, LLC
N/A—4,587-4,587-100%$351.5K———
Stratos Wealth Partners, Ltd.
N/A—4,034-4,034-100%$309.2K———
Advyzon Investment Management, LLC
N/A—3,815-3,815-100%$292.3K———
Beacon Pointe Advisors, LLC
N/A—3,600-3,600-100%$275.9K———
TAGStone Capital, Inc.
N/A—3,066-3,066-100%$234.9K———
Summit Wealth Partners, LLC
N/A—3,019-3,019-100%$231.3K———
Kropog Financial Group, LLC
N/A—2,929-2,929-100%$224.5K———
Advisory Services Network, LLC
N/A—2,866-2,866-100%$219.6K———
Cardiff Park Advisors, LLC
N/A—2,850-2,850-100%$218.4K———
Elequin Capital, LP
N/A—2,746-2,746-100%$210.4K———
Graney & King, LLC
N/A—2,644-2,644-100%$202.6K———
Snowden Capital Advisors LLC
N/A—2,617-2,617-100%$200.5K———
Envestnet Asset Management Inc
N/A—2,614-2,614-100%$200.3K———
Royal Bank of Canada
N/A—1,976-1,976-100%$151.0K———
1015 Capital Partners, LLC
N/A—1,831-1,831-100%$140.3K———
AE Wealth Management LLC
N/A—1,679-1,679-100%$128.7K———
Steward Partners Investment Advisory, LLC
N/A—1,034-1,034-100%$79.2K———
Tower Research Capital LLC (TRC)
N/A—445-445-100%$34.1K———
Osaic Holdings, Inc.
N/A—303-303-100%$23.3K———
Medallion Wealth Advisors, LLC
N/A—89-89-100%$6.8K———
Wells Fargo & Company
N/A—1-1-100%$55———
Showing 152 of 152 institutions