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EA Bridgeway Omni Sm-Cp Val (BSVO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Squire Investment Management Company, LLC
INCREASED
Shares1,759,975 from 1,716,530
Change+43,445 (+3%)
Value$49.2M (-$897.7K)
Filed 2026-11-03
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,460,215 from 1,408,620
Change+51,595 (+4%)
Value$40.8M (+$313.4K)
Filed 2026-10-19
Friday Financial
INCREASED
Shares966,800 from 810,376
Change+156,424 (+19%)
Value$27.3M (+$4.0M)
Filed 2026-10-09
Peirce Capital Management, LLC
DECREASED
Shares962,849 from 972,972
Change-10,123 (-1%)
Value$26.9M (-$1.5M)
Filed 2026-10-19
Brady Martz Wealth Solutions, LLC
INCREASED
Shares815,274 from 780,094
Change+35,180 (+5%)
Value$22.8M (+$23.6K)
Filed 2026-11-05
Capstone Wealth Management, LLC
DECREASED
Shares710,169 from 711,693
Change-1,524 (0%)
Value$19.9M (-$918.4K)
Filed 2026-11-02
Gibson Capital, LLC
INCREASED
Shares710,073 from 656,307
Change+53,766 (+8%)
Value$19.9M (+$695.6K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares691,997 from 674,171
Change+17,826 (+3%)
Value$19.3M (-$331.2K)
Filed 2026-11-04
HMV Wealth Advisors, LLC
INCREASED
Shares668,752 from 646,657
Change+22,095 (+3%)
Value$18.7M (-$178.0K)
Filed 2026-10-27
Forum Financial Management, LP
DECREASED
Shares630,924 from 634,359
Change-3,435 (-1%)
Value$17.6M (-$876.7K)
Filed 2026-10-16
HBE Wealth Management, LLC
INCREASED
Shares621,461 from 620,965
Change+496 (+0%)
Value$17.4M (-$750.3K)
Filed 2026-11-06
JDH Wealth Management, LLC
DECREASED
Shares349,284 from 350,048
Change-764 (0%)
Value$9.8M (-$452.1K)
Filed 2026-10-20
Lauterbach Financial Advisors, LLC
INCREASED
Shares329,472 from 328,483
Change+989 (+0%)
Value$9.2M (-$376.6K)
Filed 2026-10-21
D.A. Davidson & Co.
NEW
Shares287,117
Change+287,117
Value$8.0M
Filed 2026-10-28
Evanson Financial, LLC
UNCHANGED
Shares254,549 from 254,549
Change0 (0%)
Value$7.1M (-$313.2K)
Filed 2026-10-23
Cogent Strategic Wealth LLC
DECREASED
Shares251,996 from 254,633
Change-2,637 (-1%)
Value$7.0M (-$387.1K)
Filed 2026-10-22
Aerodigm Wealth, LLC
DECREASED
Shares230,305 from 273,176
Change-42,871 (-16%)
Value$6.4M (-$1.5M)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares223,574 from 223,574
Change0 (0%)
Value$6.5M ($0)
Filed 2026-11-06
Prism Planning Partners LLC
INCREASED
Shares220,628 from 203,141
Change+17,487 (+9%)
Value$6.2M (+$238.9K)
Filed 2026-10-27
Northwest Wealth Management, LLC
DECREASED
Shares217,002 from 218,894
Change-1,892 (-1%)
Value$6.1M (-$322.3K)
Filed 2026-10-30
Poinciana Advisors Group, LLC
DECREASED
Shares212,788 from 218,043
Change-5,255 (-2%)
Value$6.8M (-$452.4K)
Filed 2026-11-06
CogentBlue Wealth Advisors, LLC
INCREASED
Shares212,535 from 195,926
Change+16,609 (+8%)
Value$5.9M (+$223.3K)
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares158,452 from 181,735
Change-23,283 (-13%)
Value$4.4M (-$874.6K)
Filed 2026-10-08
LPL Financial LLC
DECREASED
Shares141,142 from 151,029
Change-9,887 (-7%)
Value$3.9M (-$462.3K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares137,416 from 136,495
Change+921 (+1%)
Value$3.8M (-$142.0K)
Filed 2026-10-26
Bayshore Asset Management, LLC
DECREASED
Shares131,535 from 143,661
Change-12,126 (-8%)
Value$3.7M (-$444.7K)
Filed 2026-11-03
Oath Planning, LLC
INCREASED
Shares107,225 from 106,256
Change+969 (+1%)
Value$3.0M (-$103.7K)
Filed 2026-10-20
IFG Advisors, LLC
DECREASED
Shares105,137 from 105,525
Change-388 (0%)
Value$2.9M (-$140.7K)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares89,688 from 116,460
Change-26,772 (-23%)
Value$2.5M (-$891.8K)
Filed 2026-10-23
Earned Wealth Advisors, LLC
DECREASED
Shares78,692 from 79,693
Change-1,001 (-1%)
Value$2.2M (-$126.1K)
Filed 2026-11-06
Apella Capital, LLC
UNCHANGED
Shares75,972 from 75,972
Change0 (0%)
Value$2.1M (-$34.2K)
Filed 2026-10-08
Wedmont Private Capital
DECREASED
Shares59,968 from 60,468
Change-500 (-1%)
Value$1.7M (-$40.6K)
Filed 2026-10-09
Waterfront Wealth Inc.
UNCHANGED
Shares55,203 from 55,203
Change0 (0%)
Value$1.6M (-$27.9K)
Filed 2026-11-03
IFP Advisors, Inc
NEW
Shares53,100
Change+53,100
Value$1.5M
Filed 2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares52,645 from 52,645
Change0 (0%)
Value$1.5M (-$52.6K)
Filed 2026-10-21
Compass Ion Advisors, LLC
INCREASED
Shares51,771 from 22,025
Change+29,746 (+135%)
Value$1.4M (+$804.6K)
Filed 2026-10-23
UMB Bank, n.a.
UNCHANGED
Shares49,293 from 49,293
Change0 (0%)
Value$1.4M (-$60.7K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares47,808 from 52,634
Change-4,826 (-9%)
Value$1.4M (-$160.7K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares47,646 from 48,203
Change-557 (-1%)
Value$1.4M (-$49.1K)
Filed 2026-10-13
RF&L Wealth Management, LLC
INCREASED
Shares44,286 from 41,776
Change+2,510 (+6%)
Value$1.2M (+$18.8K)
Filed 2026-10-20
Belleair Asset Management, LLC
DECREASED
Shares42,596 from 43,643
Change-1,047 (-2%)
Value$1.2M (-$83.0K)
Filed 2026-11-03
Daytona Street Capital LLC
UNCHANGED
Shares37,239 from 37,239
Change0 (0%)
Value$1.1M (-$11.0K)
Filed 2026-10-15
Baker Tilly Wealth Management, LLC
DECREASED
Shares35,433 from 42,522
Change-7,089 (-17%)
Value$990.7K (-$250.5K)
Filed 2026-10-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares34,225 from 23,308
Change+10,917 (+47%)
Value$957.0K (+$277.0K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares34,090 from 32,115
Change+1,975 (+6%)
Value$953.1K (+$15.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares33,086 from 23,732
Change+9,354 (+39%)
Value$925.1K (+$232.3K)
Filed 2026-11-02
Symmetry Partners, LLC
DECREASED
Shares32,885 from 34,011
Change-1,126 (-3%)
Value$919.4K (-$73.3K)
Filed 2026-10-27
Savant Capital, LLC
DECREASED
Shares32,252 from 35,649
Change-3,397 (-10%)
Value$901.7K (-$138.8K)
Filed 2026-11-06
SAX Wealth Advisors, LLC
DECREASED
Shares29,786 from 30,113
Change-327 (-1%)
Value$832.8K (+$68.8K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
DECREASED
Shares27,681 from 30,529
Change-2,848 (-9%)
Value$773.9K (-$117.2K)
Filed 2026-10-14
Choreo, LLC
UNCHANGED
Shares27,180 from 27,180
Change0 (0%)
Value$759.9K (-$33.4K)
Filed 2026-10-28
Diversify Wealth Management, LLC
INCREASED
Shares23,912 from 10,972
Change+12,940 (+118%)
Value$680.1K (+$357.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares23,912 from 10,972
Change+12,940 (+118%)
Value$680.1K (+$357.6K)
Filed 2026-10-20
Visionary Wealth Advisors
UNCHANGED
Shares23,118 from 23,118
Change0 (0%)
Value$646.4K (-$28.4K)
Filed 2026-11-04
Madrid Financial Services
DECREASED
Shares18,790 from 19,705
Change-915 (-5%)
Value$525.4K (-$49.8K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares17,415 from 17,415
Change0 (0%)
Value$486.9K (-$21.4K)
Filed 2026-10-27
Clark Asset Management, LLC
UNCHANGED
Shares17,159 from 17,159
Change0 (0%)
Value$479.8K (-$21.1K)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares16,984 from 17,601
Change-617 (-4%)
Value$474.9K (-$38.9K)
Filed 2026-10-29
DBK Financial Counsel, LLC
UNCHANGED
Shares15,175 from 15,175
Change0 (0%)
Value$424.3K (-$18.7K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares14,598
Change+14,598
Value$408.1K
Filed 2026-10-21
Plancorp, LLC
UNCHANGED
Shares12,544 from 12,544
Change0 (0%)
Value$363.4K (-$882)
Filed 2026-11-03
Crestwood Advisors Group, LLC
UNCHANGED
Shares11,069 from 11,069
Change0 (0%)
Value$309.5K (-$13.6K)
Filed 2026-10-27
Wealth Intelligence, LLC
NEW
Shares10,424
Change+10,424
Value$291.4K
Filed 2026-10-16
Blueprint Financial Advisors LLC
UNCHANGED
Shares10,092 from 10,092
Change0 (0%)
Value$282.2K (-$12.4K)
Filed 2026-10-28
Blueprint Investment Partners LLC
UNCHANGED
Shares10,092 from 10,092
Change0 (0%)
Value$282.2K (-$12.4K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED
Shares9,920 from 9,920
Change0 (0%)
Value$277.4K (-$12.2K)
Filed 2026-11-06
Sapient Capital LLC
INCREASED
Shares9,442 from 8,824
Change+618 (+7%)
Value$264.0K (+$6.4K)
Filed 2026-10-08
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$251.6K (-$11.1K)
Filed 2026-10-27
Kavar Capital Partners Group, LLC
UNCHANGED
Shares8,931 from 8,931
Change0 (0%)
Value$249.7K (-$11.0K)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares8,802 from 8,802
Change0 (0%)
Value$246.1K (-$10.8K)
Filed 2026-10-09
Independent Financial Group, LLC
DECREASED
Shares8,357 from 11,645
Change-3,288 (-28%)
Value$233.7K (-$106.3K)
Filed 2026-10-13
Thrivent Financial for Lutherans
NEW
Shares8,238
Change+8,238
Value$230.0K
Filed 2026-11-05
Ritholtz Wealth Management
UNCHANGED
Shares8,028 from 8,028
Change0 (0%)
Value$224.5K (-$9.9K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
NEW
Shares7,685
Change+7,685
Value$214.8K
Filed 2026-11-02
PDS Planning, Inc
UNCHANGED
Shares7,265 from 7,265
Change0 (0%)
Value$203.1K (-$8.9K)
Filed 2026-11-03
Thompson Investment Management, Inc.
UNCHANGED
Shares7,195 from 7,195
Change0 (0%)
Value$201.2K (-$8.9K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares5,205 from 6,000
Change-795 (-13%)
Value$145.5K (-$29.6K)
Filed 2026-11-05
Your Advocates Ltd., LLP
UNCHANGED
Shares4,163 from 4,163
Change0 (0%)
Value$116.4K (-$5.1K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
DECREASED
Shares1,594 from 9,697
Change-8,103 (-84%)
Value$44.6K (-$238.5K)
Filed 2026-10-20
Ares Financial Consulting, LLC
UNCHANGED
Shares1,167 from 1,167
Change0 (0%)
Value$32.6K (-$1.4K)
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares985 from 1,149
Change-164 (-14%)
Value$27.5K (-$6.0K)
Filed 2026-10-21
True Wealth Design, LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$23.2K (-$1.0K)
Filed 2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$2.7K (-$117)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$359.6K
Filed 2026-10-29
LJI Wealth Management, LLC
CLOSED
Shares0 from 11,504
Change-11,504 (-100%)
Value$0 (-$335.8K)
Filed 2026-10-28
Base Wealth Management LLC
CLOSED
Shares0 from 7,131
Change-7,131 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-16
Focus Partners Wealth
N/A
Shares— from 36,844,044
Change-36,844,044 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 21,101,929
Change-21,101,929 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,602,242
Change-1,602,242 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,213,370
Change-1,213,370 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,149,671
Change-1,149,671 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 991,507
Change-991,507 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 603,279
Change-603,279 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 512,763
Change-512,763 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 397,068
Change-397,068 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 204,738
Change-204,738 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 195,859
Change-195,859 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 194,169
Change-194,169 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 185,900
Change-185,900 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 174,052
Change-174,052 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 171,369
Change-171,369 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 147,232
Change-147,232 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 125,104
Change-125,104 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 122,097
Change-122,097 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 121,012
Change-121,012 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 82,395
Change-82,395 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 81,279
Change-81,279 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 79,359
Change-79,359 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 75,365
Change-75,365 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 71,538
Change-71,538 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 49,265
Change-49,265 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 45,711
Change-45,711 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 34,103
Change-34,103 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 34,051
Change-34,051 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 26,773
Change-26,773 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,238
Change-23,238 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 21,728
Change-21,728 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,601
Change-17,601 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 16,897
Change-16,897 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 15,862
Change-15,862 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,819
Change-14,819 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 14,455
Change-14,455 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,431
Change-14,431 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 14,211
Change-14,211 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,099
Change-14,099 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,066
Change-14,066 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,893
Change-13,893 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 12,904
Change-12,904 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 12,192
Change-12,192 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 12,191
Change-12,191 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,745
Change-11,745 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,486
Change-9,486 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,330
Change-9,330 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,297
Change-9,297 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 7,857
Change-7,857 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,759
Change-7,759 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 589
Change-589 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 87
Change-87 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Squire Investment Management Company, LLC
INCREASED1,759,9751,716,530+43,445+3%$50.1M$49.2M-$897.7K2026-11-03
Kaufman Rossin Wealth, LLC
INCREASED1,460,2151,408,620+51,595+4%$40.5M$40.8M+$313.4K2026-10-19
Friday Financial
INCREASED966,800810,376+156,424+19%$23.3M$27.3M+$4.0M2026-10-09
Peirce Capital Management, LLC
DECREASED962,849972,972-10,123-1%$28.4M$26.9M-$1.5M2026-10-19
Brady Martz Wealth Solutions, LLC
INCREASED815,274780,094+35,180+5%$22.8M$22.8M+$23.6K2026-11-05
Capstone Wealth Management, LLC
DECREASED710,169711,693-1,5240%$20.8M$19.9M-$918.4K2026-11-02
Gibson Capital, LLC
INCREASED710,073656,307+53,766+8%$19.2M$19.9M+$695.6K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED691,997674,171+17,826+3%$19.7M$19.3M-$331.2K2026-11-04
HMV Wealth Advisors, LLC
INCREASED668,752646,657+22,095+3%$18.9M$18.7M-$178.0K2026-10-27
Forum Financial Management, LP
DECREASED630,924634,359-3,435-1%$18.5M$17.6M-$876.7K2026-10-16
HBE Wealth Management, LLC
INCREASED621,461620,965+496+0%$18.1M$17.4M-$750.3K2026-11-06
JDH Wealth Management, LLC
DECREASED349,284350,048-7640%$10.2M$9.8M-$452.1K2026-10-20
Lauterbach Financial Advisors, LLC
INCREASED329,472328,483+989+0%$9.6M$9.2M-$376.6K2026-10-21
D.A. Davidson & Co.
NEW287,117—+287,117——$8.0M—2026-10-28
Evanson Financial, LLC
UNCHANGED254,549254,54900%$7.4M$7.1M-$313.2K2026-10-23
Cogent Strategic Wealth LLC
DECREASED251,996254,633-2,637-1%$7.4M$7.0M-$387.1K2026-10-22
Aerodigm Wealth, LLC
DECREASED230,305273,176-42,871-16%$8.0M$6.4M-$1.5M2026-10-16
Allworth Financial LP
UNCHANGED223,574223,57400%$6.5M$6.5M$02026-11-06
Prism Planning Partners LLC
INCREASED220,628203,141+17,487+9%$5.9M$6.2M+$238.9K2026-10-27
Northwest Wealth Management, LLC
DECREASED217,002218,894-1,892-1%$6.4M$6.1M-$322.3K2026-10-30
Poinciana Advisors Group, LLC
DECREASED212,788218,043-5,255-2%$7.2M$6.8M-$452.4K2026-11-06
CogentBlue Wealth Advisors, LLC
INCREASED212,535195,926+16,609+8%$5.7M$5.9M+$223.3K2026-10-09
Farther Finance Advisors, LLC
DECREASED158,452181,735-23,283-13%$5.3M$4.4M-$874.6K2026-10-08
LPL Financial LLC
DECREASED141,142151,029-9,887-7%$4.4M$3.9M-$462.3K2026-11-06
Park Avenue Securities LLC
INCREASED137,416136,495+921+1%$4.0M$3.8M-$142.0K2026-10-26
Bayshore Asset Management, LLC
DECREASED131,535143,661-12,126-8%$4.2M$3.7M-$444.7K2026-11-03
Oath Planning, LLC
INCREASED107,225106,256+969+1%$3.1M$3.0M-$103.7K2026-10-20
IFG Advisors, LLC
DECREASED105,137105,525-3880%$3.1M$2.9M-$140.7K2026-10-15
Apollon Wealth Management, LLC
DECREASED89,688116,460-26,772-23%$3.4M$2.5M-$891.8K2026-10-23
Earned Wealth Advisors, LLC
DECREASED78,69279,693-1,001-1%$2.3M$2.2M-$126.1K2026-11-06
Apella Capital, LLC
UNCHANGED75,97275,97200%$2.2M$2.1M-$34.2K2026-10-08
Wedmont Private Capital
DECREASED59,96860,468-500-1%$1.8M$1.7M-$40.6K2026-10-09
Waterfront Wealth Inc.
UNCHANGED55,20355,20300%$1.6M$1.6M-$27.9K2026-11-03
IFP Advisors, Inc
NEW53,100—+53,100——$1.5M—2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED52,64552,64500%$1.6M$1.5M-$52.6K2026-10-21
Compass Ion Advisors, LLC
INCREASED51,77122,025+29,746+135%$642.9K$1.4M+$804.6K2026-10-23
UMB Bank, n.a.
UNCHANGED49,29349,29300%$1.4M$1.4M-$60.7K2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED47,80852,634-4,826-9%$1.5M$1.4M-$160.7K2026-10-13
Krilogy Financial LLC
DECREASED47,64648,203-557-1%$1.4M$1.4M-$49.1K2026-10-13
RF&L Wealth Management, LLC
INCREASED44,28641,776+2,510+6%$1.2M$1.2M+$18.8K2026-10-20
Belleair Asset Management, LLC
DECREASED42,59643,643-1,047-2%$1.3M$1.2M-$83.0K2026-11-03
Daytona Street Capital LLC
UNCHANGED37,23937,23900%$1.1M$1.1M-$11.0K2026-10-15
Baker Tilly Wealth Management, LLC
DECREASED35,43342,522-7,089-17%$1.2M$990.7K-$250.5K2026-10-05
Cambridge Investment Research Advisors, Inc.
INCREASED34,22523,308+10,917+47%$680.0K$957.0K+$277.0K2026-11-02
Creative Planning
INCREASED34,09032,115+1,975+6%$937.4K$953.1K+$15.7K2026-11-02
Kestra Advisory Services, LLC
INCREASED33,08623,732+9,354+39%$692.7K$925.1K+$232.3K2026-11-02
Symmetry Partners, LLC
DECREASED32,88534,011-1,126-3%$992.8K$919.4K-$73.3K2026-10-27
Savant Capital, LLC
DECREASED32,25235,649-3,397-10%$1.0M$901.7K-$138.8K2026-11-06
SAX Wealth Advisors, LLC
DECREASED29,78630,113-327-1%$764.0K$832.8K+$68.8K2026-10-13
Discipline Wealth Solutions, LLC
DECREASED27,68130,529-2,848-9%$891.1K$773.9K-$117.2K2026-10-14
Choreo, LLC
UNCHANGED27,18027,18000%$793.4K$759.9K-$33.4K2026-10-28
Diversify Wealth Management, LLC
INCREASED23,91210,972+12,940+118%$322.5K$680.1K+$357.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED23,91210,972+12,940+118%$322.5K$680.1K+$357.6K2026-10-20
Visionary Wealth Advisors
UNCHANGED23,11823,11800%$674.8K$646.4K-$28.4K2026-11-04
Madrid Financial Services
DECREASED18,79019,705-915-5%$575.2K$525.4K-$49.8K2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED17,41517,41500%$508.3K$486.9K-$21.4K2026-10-27
Clark Asset Management, LLC
UNCHANGED17,15917,15900%$500.9K$479.8K-$21.1K2026-10-19
Vise Technologies, Inc.
DECREASED16,98417,601-617-4%$513.8K$474.9K-$38.9K2026-10-29
DBK Financial Counsel, LLC
UNCHANGED15,17515,17500%$443.0K$424.3K-$18.7K2026-10-13
First Affirmative Financial Network
NEW14,598—+14,598——$408.1K—2026-10-21
Plancorp, LLC
UNCHANGED12,54412,54400%$364.3K$363.4K-$8822026-11-03
Crestwood Advisors Group, LLC
UNCHANGED11,06911,06900%$323.1K$309.5K-$13.6K2026-10-27
Wealth Intelligence, LLC
NEW10,424—+10,424——$291.4K—2026-10-16
Blueprint Financial Advisors LLC
UNCHANGED10,09210,09200%$294.6K$282.2K-$12.4K2026-10-28
Blueprint Investment Partners LLC
UNCHANGED10,09210,09200%$294.6K$282.2K-$12.4K2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED9,9209,92000%$289.6K$277.4K-$12.2K2026-11-06
Sapient Capital LLC
INCREASED9,4428,824+618+7%$257.6K$264.0K+$6.4K2026-10-08
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED9,0009,00000%$262.7K$251.6K-$11.1K2026-10-27
Kavar Capital Partners Group, LLC
UNCHANGED8,9318,93100%$260.7K$249.7K-$11.0K2026-11-06
Market Street Wealth Management Advisors LLC
UNCHANGED8,8028,80200%$256.9K$246.1K-$10.8K2026-10-09
Independent Financial Group, LLC
DECREASED8,35711,645-3,288-28%$339.9K$233.7K-$106.3K2026-10-13
Thrivent Financial for Lutherans
NEW8,238—+8,238——$230.0K—2026-11-05
Ritholtz Wealth Management
UNCHANGED8,0288,02800%$234.3K$224.5K-$9.9K2026-11-05
Commonwealth Equity Services, LLC
NEW7,685—+7,685——$214.8K—2026-11-02
PDS Planning, Inc
UNCHANGED7,2657,26500%$212.1K$203.1K-$8.9K2026-11-03
Thompson Investment Management, Inc.
UNCHANGED7,1957,19500%$210.0K$201.2K-$8.9K2026-10-14
Central Trust Co
DECREASED5,2056,000-795-13%$175.1K$145.5K-$29.6K2026-11-05
Your Advocates Ltd., LLP
UNCHANGED4,1634,16300%$121.5K$116.4K-$5.1K2026-11-03
Physician Wealth Advisors, Inc.
DECREASED1,5949,697-8,103-84%$283.1K$44.6K-$238.5K2026-10-20
Ares Financial Consulting, LLC
UNCHANGED1,1671,16700%$34.1K$32.6K-$1.4K2026-10-19
Assetmark, Inc
DECREASED9851,149-164-14%$33.5K$27.5K-$6.0K2026-10-21
True Wealth Design, LLC
UNCHANGED83083000%$24.2K$23.2K-$1.0K2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED959500%$2.8K$2.7K-$1172026-10-22
Prairie Wealth Advisors, Inc.
NEW0—0——$359.6K—2026-10-29
LJI Wealth Management, LLC
CLOSED011,504-11,504-100%$335.8K$0-$335.8K2026-10-28
Base Wealth Management LLC
CLOSED07,131-7,131-100%$208.2K$0-$208.2K2026-10-21
Cornerstone Planning Group LLC
CLOSED0425-425-100%$12.5K$0-$12.5K2026-10-16
Focus Partners Wealth
N/A—36,844,044-36,844,044-100%$1.1B———
Focus Partners Advisor Solutions, LLC
N/A—21,101,929-21,101,929-100%$616.0M———
KEB Asset Management, LLC
N/A—1,602,242-1,602,242-100%$46.8M———
Claris Advisors, LLC / MO /
N/A—1,213,370-1,213,370-100%$35.4M———
Envestnet Asset Management Inc
N/A—1,149,671-1,149,671-100%$33.6M———
AQR Capital Management LLC
N/A—991,507-991,507-100%$28.9M———
Vistica Wealth Advisors, LLC
N/A—603,279-603,279-100%$17.6M———
Benningfield Financial Advisors, LLC
N/A—512,763-512,763-100%$15.0M———
Dopkins Wealth Management, LLC
N/A—397,068-397,068-100%$11.6M———
Hill Investment Group Partners, LLC
N/A—204,738-204,738-100%$6.0M———
JPMorgan Chase & Co
N/A—195,859-195,859-100%$5.7M———
RB Capital Management, LLC
N/A—194,169-194,169-100%$5.7M———
Two Sigma Investments, LP
N/A—185,900-185,900-100%$5.4M———
Mariner, LLC
N/A—174,052-174,052-100%$5.1M———
Parkwoods Wealth Partners, LLC
N/A—171,369-171,369-100%$5.0M———
Jackson Thornton Wealth Management, LLC
N/A—147,232-147,232-100%$4.3M———
Goldman Sachs Group Inc
N/A—125,104-125,104-100%$3.7M———
Berger Financial Group, Inc
N/A—122,097-122,097-100%$3.6M———
Quantinno Capital Management LP
N/A—121,012-121,012-100%$3.5M———
Curi Capital, LLC
N/A—82,395-82,395-100%$2.4M———
Smartleaf Asset Management LLC
N/A—81,279-81,279-100%$2.4M———
IEQ Capital, LLC
N/A—79,359-79,359-100%$2.3M———
Moneta Group Investment Advisors LLC
N/A—75,365-75,365-100%$2.2M———
Integrity Wealth Solutions LLC
N/A—71,538-71,538-100%$2.1M———
Ballentine Partners, LLC
N/A—49,265-49,265-100%$1.4M———
Osaic Holdings, Inc.
N/A—45,711-45,711-100%$1.3M———
E-Wealth Partners, LLC
N/A—34,103-34,103-100%$995.4K———
Cresset Asset Management, LLC
N/A—34,051-34,051-100%$993.9K———
Fiduciary Trust Co
N/A—26,773-26,773-100%$781.5K———
Susquehanna International Group, LLP
N/A—23,238-23,238-100%$678.3K———
Beaird Harris Wealth Management, LLC
N/A—21,728-21,728-100%$634.2K———
NewEdge Advisors, LLC
N/A—17,601-17,601-100%$513.8K———
Pathstone Holdings, LLC
N/A—16,897-16,897-100%$493.2K———
Kilner Capital Advisors, LLC
N/A—15,862-15,862-100%$458.2K———
MML Investors Services, LLC
N/A—14,819-14,819-100%$432.6K———
Bartlett & Co. Wealth Management LLC
N/A—14,455-14,455-100%$421.9K———
Cetera Investment Advisers
N/A—14,431-14,431-100%$421.2K———
TRU Independence Asset Management 2, LLC
N/A—14,211-14,211-100%$414.8K———
HighTower Advisors, LLC
N/A—14,099-14,099-100%$411.5K———
Sanctuary Advisors, LLC
N/A—14,066-14,066-100%$410.6K———
Raymond James Financial Inc
N/A—13,893-13,893-100%$405.5K———
Intentional Wealth Strategies, LLC
N/A—12,904-12,904-100%$376.7K———
Cofg Advisors, LLC
N/A—12,192-12,192-100%$355.9K———
BWM Planning, LLC
N/A—12,191-12,191-100%$355.9K———
Arax Advisory Partners
N/A—11,745-11,745-100%$342.8K———
Advisory Services Network, LLC
N/A—9,486-9,486-100%$276.9K———
World Investment Advisors
N/A—9,330-9,330-100%$249.0K———
Mercer Global Advisors Inc
N/A—9,297-9,297-100%$271.4K———
BBR Partners, LLC
N/A—9,045-9,045-100%$264.0K———
Morgan Stanley
N/A—8,463-8,463-100%$247.0K———
Northwestern Mutual Wealth Management Co
N/A—7,880-7,880-100%$230.0K———
Johnson Wealth Management, LLC
N/A—7,857-7,857-100%$229.3K———
Stratos Wealth Partners, Ltd.
N/A—7,759-7,759-100%$226.5K———
RWA Wealth Partners, LLC
N/A—6,975-6,975-100%$203.6K———
FMR LLC
N/A—3,535-3,535-100%$103.2K———
Hantz Financial Services, Inc.
N/A—3,016-3,016-100%$88.0K———
Nova Wealth Management, Inc.
N/A—2,454-2,454-100%$71.6K———
Sankala Group LLC
N/A—1,242-1,242-100%$37.0K———
Rockefeller Capital Management L.P.
N/A—589-589-100%$17.2K———
Royal Bank of Canada
N/A—87-87-100%$3.0K———
AE Wealth Management LLC
N/A—18-18-100%$525———
Showing 148 of 148 institutions