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Avantis US Small Cap Equity (AVSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares721,695 from 687,210
Change+34,485 (+5%)
Value$49.9M (-$502.0K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares655,613 from 646,481
Change+9,132 (+1%)
Value$45.3M (-$2.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares575,073 from 526,290
Change+48,783 (+9%)
Value$39.8M (+$1.2M)
Filed 2026-11-06
Three Arch Wealth Management LLC
INCREASED
Shares516,917 from 505,992
Change+10,925 (+2%)
Value$35.7M (-$1.4M)
Filed 2026-10-20
Shore Point Advisors, LLC
INCREASED
Shares444,747 from 439,059
Change+5,688 (+1%)
Value$23.1M (-$365.7K)
Filed 2026-10-14
Cornerstone Wealth Partners, LLC
INCREASED
Shares406,872 from 357,505
Change+49,367 (+14%)
Value$28.1M (+$1.9M)
Filed 2026-10-28
Retirement Financial Solutions, LLC
INCREASED
Shares400,999 from 391,883
Change+9,116 (+2%)
Value$27.7M (-$1.0M)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares323,310 from 291,044
Change+32,266 (+11%)
Value$22.4M (+$1.0M)
Filed 2026-10-26
West Paces Advisors Inc.
DECREASED
Shares251,000 from 255,132
Change-4,132 (-2%)
Value$17.4M (-$1.4M)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares243,585 from 233,664
Change+9,921 (+4%)
Value$17.0M (-$176.1K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares227,703 from 224,294
Change+3,409 (+2%)
Value$15.7M (-$706.4K)
Filed 2026-10-23
B&D White Capital Company, LLC
DECREASED
Shares175,959 from 176,009
Change-50 (0%)
Value$12.2M (-$742.7K)
Filed 2026-11-02
Market Street Wealth Management Advisors LLC
NEW
Shares175,515
Change+175,515
Value$12.1M
Filed 2026-10-09
Northwest Wealth Management, LLC
INCREASED
Shares156,849 from 149,067
Change+7,782 (+5%)
Value$10.8M (-$88.0K)
Filed 2026-10-30
Savant Capital, LLC
DECREASED
Shares139,233 from 186,795
Change-47,562 (-25%)
Value$9.6M (-$4.1M)
Filed 2026-11-06
Choice Wealth Advisors LLC
INCREASED
Shares136,108 from 136,099
Change+9 (+0%)
Value$9.4M (-$571.0K)
Filed 2026-10-16
Appleton Partners Inc
INCREASED
Shares125,606 from 117,484
Change+8,122 (+7%)
Value$8.7M (+$68.0K)
Filed 2026-10-30
Foundry Financial Group, Inc.
INCREASED
Shares122,268 from 112,200
Change+10,068 (+9%)
Value$8.5M (+$224.9K)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares106,669 from 29,774
Change+76,895 (+258%)
Value$7.6M (+$5.5M)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares105,150 from 103,896
Change+1,254 (+1%)
Value$7.3M (-$349.7K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
DECREASED
Shares103,427 from 103,819
Change-392 (0%)
Value$7.2M (-$463.2K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares98,700 from 91,190
Change+7,510 (+8%)
Value$7.0M (+$395.9K)
Filed 2026-10-27
Level Financial Advisors
INCREASED
Shares96,608 from 92,905
Change+3,703 (+4%)
Value$6.7M (-$134.2K)
Filed 2026-10-13
LexAurum Advisors, LLC
INCREASED
Shares94,102 from 93,329
Change+773 (+1%)
Value$6.5M (-$338.5K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares94,029 from 87,484
Change+6,545 (+7%)
Value$6.5M (+$85.1K)
Filed 2026-11-02
Bauman Advisory Group, LLC
INCREASED
Shares85,029 from 81,320
Change+3,709 (+5%)
Value$5.9M (-$85.1K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares81,170 from 78,984
Change+2,186 (+3%)
Value$5.6M (-$180.6K)
Filed 2026-10-22
Cap Partners, LLC
INCREASED
Shares79,343 from 78,499
Change+844 (+1%)
Value$5.5M (-$271.3K)
Filed 2026-10-19
Ridgeline Wealth, LLC
INCREASED
Shares77,598 from 75,375
Change+2,223 (+3%)
Value$5.4M (-$91.5K)
Filed 2026-10-14
Mendota Financial Group, LLC
INCREASED
Shares74,670 from 69,707
Change+4,963 (+7%)
Value$5.2M (+$50.4K)
Filed 2026-10-07
Cypress Point Wealth Management, LLC
INCREASED
Shares58,573 from 57,065
Change+1,508 (+3%)
Value$4.0M (-$135.4K)
Filed 2026-11-03
SeedSafe Financial LLC
DECREASED
Shares57,760 from 58,089
Change-329 (-1%)
Value$4.0M (-$266.7K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares57,684 from 55,746
Change+1,938 (+3%)
Value$4.0M (-$100.1K)
Filed 2026-10-08
Haven Private, LLC
DECREASED
Shares55,971 from 56,564
Change-593 (-1%)
Value$3.9M (-$278.6K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares54,023 from 42,391
Change+11,632 (+27%)
Value$3.7M (+$626.2K)
Filed 2026-11-02
Global Strategic Investment Solutions, LLC
INCREASED
Shares53,563 from 53,533
Change+30 (+0%)
Value$3.7M (-$222.7K)
Filed 2026-10-16
Acropolis Investment Management, LLC
INCREASED
Shares50,067 from 49,245
Change+822 (+2%)
Value$3.5M (-$150.0K)
Filed 2026-10-08
Aire Advisors, LLC
INCREASED
Shares48,806 from 48,762
Change+44 (+0%)
Value$3.4M (-$201.8K)
Filed 2026-10-22
Allodium Investment Consultants, LLC
DECREASED
Shares48,767 from 48,854
Change-87 (0%)
Value$3.4M (-$211.2K)
Filed 2026-10-14
Endeavor Private Wealth, Inc.
DECREASED
Shares41,639 from 42,071
Change-432 (-1%)
Value$2.9M (-$206.5K)
Filed 2026-11-05
Burk Holdings LLC
INCREASED
Shares40,667 from 35,159
Change+5,508 (+16%)
Value$2.8M (+$233.2K)
Filed 2026-11-05
Family Office Research LLC
DECREASED
Shares38,244 from 42,181
Change-3,937 (-9%)
Value$2.6M (-$449.3K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares36,599 from 19,674
Change+16,925 (+86%)
Value$2.5M (+$1.1M)
Filed 2026-11-06
Kavar Capital Partners Group, LLC
DECREASED
Shares35,952 from 36,086
Change-134 (0%)
Value$2.5M (-$160.8K)
Filed 2026-11-06
Evanson Financial, LLC
INCREASED
Shares35,347 from 21,813
Change+13,534 (+62%)
Value$2.4M (+$844.1K)
Filed 2026-10-23
ETF Store, Inc.
INCREASED
Shares34,477 from 31,344
Change+3,133 (+10%)
Value$2.4M (+$85.0K)
Filed 2026-10-19
HB Wealth Management, LLC
DECREASED
Shares34,211 from 34,291
Change-80 (0%)
Value$2.4M (-$149.6K)
Filed 2026-10-23
LAM Group, Inc.
INCREASED
Shares29,945 from 26,200
Change+3,745 (+14%)
Value$2.1M (+$148.9K)
Filed 2026-10-26
Quantum Financial Partners LLC
DECREASED
Shares28,264 from 33,064
Change-4,800 (-15%)
Value$2.0M (-$470.7K)
Filed 2026-10-19
Tillman Hartley LLC
INCREASED
Shares26,653 from 26,651
Change+2 (+0%)
Value$1.8M (-$111.8K)
Filed 2026-11-06
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares26,570 from 26,911
Change-341 (-1%)
Value$1.8M (-$136.6K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares22,687 from 20,455
Change+2,232 (+11%)
Value$1.6M (+$68.5K)
Filed 2026-10-08
Dixon Fnancial Services, Inc.
UNCHANGED
Shares22,286 from 22,286
Change0 (0%)
Value$1.5M (-$93.6K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares21,446 from 8,925
Change+12,521 (+140%)
Value$1.5M (+$853.6K)
Filed 2026-10-13
Centennial Wealth Advisory LLC
DECREASED
Shares20,188 from 23,737
Change-3,549 (-15%)
Value$1.4M (-$345.1K)
Filed 2026-10-16
StrongBox Wealth, LLC
DECREASED
Shares20,179 from 30,176
Change-9,997 (-33%)
Value$1.4M (-$817.9K)
Filed 2026-11-02
Werba Rubin Papier Wealth Management
DECREASED
Shares20,113 from 20,381
Change-268 (-1%)
Value$1.4M (-$104.2K)
Filed 2026-11-06
Western Reserve Capital Management, LLC
INCREASED
Shares19,992 from 19,880
Change+112 (+1%)
Value$1.4M (-$75.8K)
Filed 2026-10-14
CRA Financial Services, LLC
INCREASED
Shares19,946 from 17,251
Change+2,695 (+16%)
Value$1.4M (+$113.9K)
Filed 2026-10-16
Sprinkle Financial Consultants LLC
INCREASED
Shares18,447 from 5,343
Change+13,104 (+245%)
Value$1.3M (+$883.7K)
Filed 2026-10-09
Factor Wealth Management LTD
DECREASED
Shares18,336 from 18,806
Change-470 (-2%)
Value$1.3M (-$111.5K)
Filed 2026-10-08
Approach Retirement Advisors, LLC
INCREASED
Shares16,338 from 14,297
Change+2,041 (+14%)
Value$1.1M (+$81.1K)
Filed 2026-10-22
Tortoise Investment Management, LLC
INCREASED
Shares16,200 from 15,723
Change+477 (+3%)
Value$1.1M (-$33.1K)
Filed 2026-11-06
EnRich Financial Partners LLC
DECREASED
Shares15,418 from 15,529
Change-111 (-1%)
Value$1.1M (-$72.9K)
Filed 2026-10-21
Frankly Finances, LLC
DECREASED
Shares14,490 from 19,230
Change-4,740 (-25%)
Value$1.0M (-$408.5K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,483 from 14,118
Change+365 (+3%)
Value$1.0M (-$34.0K)
Filed 2026-11-02
Sunpointe, LLC
UNCHANGED
Shares14,363 from 14,363
Change0 (0%)
Value$993.1K (-$60.3K)
Filed 2026-10-22
Maia Wealth LLC
INCREASED
Shares13,926 from 8,206
Change+5,720 (+70%)
Value$962.8K (+$361.0K)
Filed 2026-10-19
Team Financial Group, LLC
INCREASED
Shares12,655 from 6,061
Change+6,594 (+109%)
Value$875.0K (+$430.5K)
Filed 2026-10-30
Well Done, LLC
INCREASED
Shares12,540 from 5,861
Change+6,679 (+114%)
Value$867.0K (+$437.2K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
NEW
Shares12,539
Change+12,539
Value$866.9K
Filed 2026-11-04
Apeiron RIA LLC
UNCHANGED
Shares11,980 from 11,980
Change0 (0%)
Value$835.0K (-$43.6K)
Filed 2026-10-08
Pearl Planning LLC
DECREASED
Shares11,005 from 11,305
Change-300 (-3%)
Value$760.9K (-$68.2K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
NEW
Shares10,604
Change+10,604
Value$733.2K
Filed 2026-10-21
Modera Wealth Management, LLC
DECREASED
Shares10,588 from 12,777
Change-2,189 (-17%)
Value$732.1K (-$205.0K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
DECREASED
Shares9,100 from 9,395
Change-295 (-3%)
Value$629.2K (-$59.9K)
Filed 2026-11-03
Pacific Asset Management, LLC
DECREASED
Shares8,540 from 9,123
Change-583 (-6%)
Value$590.5K (-$78.6K)
Filed 2026-10-15
Thayer Financial, L.L.C.
DECREASED
Shares8,377 from 8,525
Change-148 (-2%)
Value$583.9K (-$41.3K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
DECREASED
Shares7,261 from 7,559
Change-298 (-4%)
Value$502.0K (-$52.4K)
Filed 2026-10-26
Bison Wealth, LLC
DECREASED
Shares6,890 from 7,334
Change-444 (-6%)
Value$482.1K (-$51.6K)
Filed 2026-10-13
Cogent Private Wealth, Inc.
UNCHANGED
Shares6,005 from 6,005
Change0 (0%)
Value$415.2K (-$25.2K)
Filed 2026-11-06
Kane Co Wealth Management, Inc.
DECREASED
Shares5,944 from 6,204
Change-260 (-4%)
Value$410.9K (-$44.0K)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares5,771 from 4,902
Change+869 (+18%)
Value$399.0K (+$39.5K)
Filed 2026-11-05
Ariadne Wealth Management, LP
UNCHANGED
Shares5,765 from 5,765
Change0 (0%)
Value$398.6K (-$24.2K)
Filed 2026-11-06
Claro Advisors Inc.
DECREASED
Shares5,703 from 5,752
Change-49 (-1%)
Value$394.3K (-$27.6K)
Filed 2026-11-02
Clearwater Capital Advisors, LLC
INCREASED
Shares5,666 from 4,561
Change+1,105 (+24%)
Value$391.7K (+$57.2K)
Filed 2026-11-06
GEM Asset Management, LLC
INCREASED
Shares5,584 from 5,564
Change+20 (+0%)
Value$386.1K (-$22.0K)
Filed 2026-10-13
Armbruster Capital Management, Inc.
DECREASED
Shares5,235 from 5,360
Change-125 (-2%)
Value$361.9K (-$31.2K)
Filed 2026-10-19
Merit Financial Group, LLC
DECREASED
Shares5,136 from 5,346
Change-210 (-4%)
Value$355.1K (-$37.0K)
Filed 2026-11-06
Herold Advisors, Inc.
UNCHANGED
Shares5,037 from 5,037
Change0 (0%)
Value$348.3K (-$19.7K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
INCREASED
Shares4,898 from 4,745
Change+153 (+3%)
Value$338.6K (-$9.4K)
Filed 2026-10-23
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares4,894 from 4,891
Change+3 (+0%)
Value$338.4K (-$20.3K)
Filed 2026-10-16
Vise Technologies, Inc.
NEW
Shares4,711
Change+4,711
Value$325.7K
Filed 2026-10-29
Bayshore Asset Management, LLC
UNCHANGED
Shares4,675 from 4,675
Change0 (0%)
Value$327.1K (-$15.8K)
Filed 2026-11-03
Tufton Capital Management
NEW
Shares4,554
Change+4,554
Value$314.0K
Filed 2026-10-20
Acorn Creek Capital LLC
NEW
Shares4,508
Change+4,508
Value$311.7K
Filed 2026-11-05
GC Wealth Management RIA, LLC
INCREASED
Shares4,480 from 4,395
Change+85 (+2%)
Value$309.8K (-$12.5K)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
INCREASED
Shares4,210 from 4,074
Change+136 (+3%)
Value$291.1K (-$7.7K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED
Shares3,867 from 3,897
Change-30 (-1%)
Value$267.4K (-$18.4K)
Filed 2026-10-15
Beacon Capital Management, LLC
NEW
Shares3,860
Change+3,860
Value$266.9K
Filed 2026-10-23
DBK Financial Counsel, LLC
UNCHANGED
Shares3,820 from 3,820
Change0 (0%)
Value$264.1K (-$16.0K)
Filed 2026-10-13
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares3,722 from 3,722
Change0 (0%)
Value$257.3K (-$15.6K)
Filed 2026-10-16
Community Bank, N.A.
UNCHANGED
Shares3,677 from 3,677
Change0 (0%)
Value$254.2K (-$15.5K)
Filed 2026-11-06
Independent Wealth Advisors LLC
NEW
Shares3,442
Change+3,442
Value$238.0K
Filed 2026-10-27
Foundry Financial LLC
DECREASED
Shares3,381 from 3,420
Change-39 (-1%)
Value$233.8K (-$17.0K)
Filed 2026-10-16
Noble Family Wealth, LLC
UNCHANGED
Shares3,379 from 3,379
Change0 (0%)
Value$233.6K (-$14.2K)
Filed 2026-10-26
Truist Financial Corp
NEW
Shares3,240
Change+3,240
Value$224.0K
Filed 2026-10-30
Arista Wealth Management, LLC
UNCHANGED
Shares3,206 from 3,206
Change0 (0%)
Value$221.7K (-$13.5K)
Filed 2026-10-29
Goldstein Advisors, LLC
UNCHANGED
Shares3,162 from 3,162
Change0 (0%)
Value$218.6K (-$13.3K)
Filed 2026-10-15
Apella Capital, LLC
NEW
Shares3,073
Change+3,073
Value$213.9K
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
NEW
Shares2,939
Change+2,939
Value$203.2K
Filed 2026-10-20
Concurrent Investment Advisors, LLC
NEW
Shares2,937
Change+2,937
Value$203.1K
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares2,594 from 2,594
Change0 (0%)
Value$179.3K (-$10.9K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares2,431 from 2,702
Change-271 (-10%)
Value$168.1K (-$30.1K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,397 from 2,397
Change0 (0%)
Value$165.7K (-$10.1K)
Filed 2026-11-06
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,147 from 990
Change+1,157 (+117%)
Value$148.4K (+$75.8K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares2,050
Change+2,050
Value$141.8K
Filed 2026-11-03
Bank of New Hampshire
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$135.9K (-$8.3K)
Filed 2026-10-06
SJS Investment Consulting Inc.
NEW
Shares1,791
Change+1,791
Value$123.8K
Filed 2026-10-26
Spire Wealth Management
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$104.6K (-$6.4K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares1,028 from 1,033
Change-5 (0%)
Value$71.1K (-$4.7K)
Filed 2026-10-20
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$54.3K (-$1.8K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares762 from 723
Change+39 (+5%)
Value$52.7K (-$340)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares719 from 839
Change-120 (-14%)
Value$49.7K (-$11.8K)
Filed 2026-10-28
Zions Bancorporation, National Association
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$40.3K (-$2.4K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares458
Change+458
Value$31.6K
Filed 2026-10-21
DecisionPoint Financial, LLC
NEW
Shares444
Change+444
Value$30.9K
Filed 2026-10-27
Reap Financial Group, LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$28.2K (-$1.7K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$23.2K (-$1.4K)
Filed 2026-11-04
Fairway Wealth LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$21.4K (-$1.3K)
Filed 2026-10-30
Bfsg, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$20.4K (-$1.2K)
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$19.8K (-$1.2K)
Filed 2026-10-26
IFP Advisors, Inc
NEW
Shares253
Change+253
Value$17.5K
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$17.2K (-$1.0K)
Filed 2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$12.2K (-$739)
Filed 2026-10-28
Global Trust Asset Management, LLC
NEW
Shares170
Change+170
Value$11.8K
Filed 2026-10-19
Hurley Capital, LLC
INCREASED
Shares165 from 110
Change+55 (+50%)
Value$11.4K (+$3.4K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$11.7K ($0)
Filed 2026-11-06
American Capital Advisory, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$8.4K (-$512)
Filed 2026-10-28
Key Capital Management, Inc
INCREASED
Shares120 from 27
Change+93 (+344%)
Value$8.3K (+$6.3K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$4.6K (-$262)
Filed 2026-11-02
Pacific Center for Financial Services
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$4.3K (-$261)
Filed 2026-10-15
Davis Capital Management
NEW
Shares58
Change+58
Value$4.0K
Filed 2026-10-08
Markowski Investments
NEW
Shares47
Change+47
Value$5.5K
Filed 2026-10-30
Networth Advisors, LLC
INCREASED
Shares46 from 45
Change+1 (+2%)
Value$3.1K (-$189)
Filed 2026-11-03
Realta Investment Advisors
NEW
Shares30
Change+30
Value$2.1K
Filed 2026-10-14
Gilpin Wealth Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.1K (-$126)
Filed 2026-10-09
Quest 10 Wealth Builders, Inc.
DECREASED
Shares26 from 28
Change-2 (-7%)
Value$1.8K (-$256)
Filed 2026-11-02
Rachor Investment Advisory Services, LLC
NEW
Shares16
Change+16
Value$1.1K
Filed 2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.1K (-$67)
Filed 2026-10-13
First Command Advisory Services, Inc.
NEW
Shares13
Change+13
Value$899
Filed 2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$691 (-$42)
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares6
Change+6
Value$415
Filed 2026-10-15
XY Planning Network, Inc.
CLOSED
Shares0 from 3,831
Change-3,831 (-100%)
Value$0 (-$281.0K)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
CLOSED
Shares0 from 3,029
Change-3,029 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-19
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 2,824
Change-2,824 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 819
Change-819 (-100%)
Value$0 (-$60.0K)
Filed 2026-10-28
SBK Financial, Inc.
CLOSED
Shares0 from 716
Change-716 (-100%)
Value$0 (-$52.5K)
Filed 2026-11-02
Yankcom Partnership
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$36.7K)
Filed 2026-10-15
Decker Retirement Planning Inc.
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-19
CX Institutional
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$9)
Filed 2026-10-02
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$10 (-$1)
Filed 2026-10-28
Mercer Global Advisors Inc
N/A
Shares— from 15,209,879
Change-15,209,879 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 3,553,024
Change-3,553,024 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,318,011
Change-1,318,011 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,109,495
Change-1,109,495 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 954,982
Change-954,982 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 778,923
Change-778,923 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 563,885
Change-563,885 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 537,608
Change-537,608 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 489,249
Change-489,249 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 306,509
Change-306,509 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 210,830
Change-210,830 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 194,167
Change-194,167 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 182,685
Change-182,685 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 172,349
Change-172,349 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 166,979
Change-166,979 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 143,871
Change-143,871 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 143,064
Change-143,064 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 125,769
Change-125,769 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 113,871
Change-113,871 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 100,078
Change-100,078 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 95,377
Change-95,377 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 84,509
Change-84,509 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 77,739
Change-77,739 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 73,596
Change-73,596 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 63,538
Change-63,538 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 62,500
Change-62,500 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 55,799
Change-55,799 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 52,744
Change-52,744 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 43,186
Change-43,186 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 43,119
Change-43,119 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 40,390
Change-40,390 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 36,654
Change-36,654 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 35,580
Change-35,580 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 34,119
Change-34,119 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,549
Change-32,549 (-100%)
Value—
&partners
N/A
Shares— from 31,945
Change-31,945 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,668
Change-26,668 (-100%)
Value—
Centennial Bank
N/A
Shares— from 26,314
Change-26,314 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 26,156
Change-26,156 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 24,498
Change-24,498 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,217
Change-24,217 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 23,120
Change-23,120 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 21,982
Change-21,982 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 21,664
Change-21,664 (-100%)
Value—
Commerce Bank
N/A
Shares— from 20,605
Change-20,605 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 19,825
Change-19,825 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,285
Change-17,285 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 16,580
Change-16,580 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 16,161
Change-16,161 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 15,854
Change-15,854 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,624
Change-15,624 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,519
Change-15,519 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,686
Change-14,686 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14,551
Change-14,551 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 13,737
Change-13,737 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,102
Change-13,102 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 10,872
Change-10,872 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,811
Change-9,811 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,957
Change-8,957 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 8,326
Change-8,326 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 7,619
Change-7,619 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,169
Change-7,169 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,954
Change-5,954 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 5,781
Change-5,781 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 975
Change-975 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 927
Change-927 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 639
Change-639 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 395
Change-395 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 303
Change-303 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 94
Change-94 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED721,695687,210+34,485+5%$50.4M$49.9M-$502.0K2026-10-28
Creative Planning
INCREASED655,613646,481+9,132+1%$47.4M$45.3M-$2.1M2026-11-02
LPL Financial LLC
INCREASED575,073526,290+48,783+9%$38.6M$39.8M+$1.2M2026-11-06
Three Arch Wealth Management LLC
INCREASED516,917505,992+10,925+2%$37.1M$35.7M-$1.4M2026-10-20
Shore Point Advisors, LLC
INCREASED444,747439,059+5,688+1%$23.4M$23.1M-$365.7K2026-10-14
Cornerstone Wealth Partners, LLC
INCREASED406,872357,505+49,367+14%$26.2M$28.1M+$1.9M2026-10-28
Retirement Financial Solutions, LLC
INCREASED400,999391,883+9,116+2%$28.7M$27.7M-$1.0M2026-10-20
Park Avenue Securities LLC
INCREASED323,310291,044+32,266+11%$21.3M$22.4M+$1.0M2026-10-26
West Paces Advisors Inc.
DECREASED251,000255,132-4,132-2%$18.7M$17.4M-$1.4M2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED243,585233,664+9,921+4%$17.1M$17.0M-$176.1K2026-10-20
Simplicity Wealth,LLC
INCREASED227,703224,294+3,409+2%$16.4M$15.7M-$706.4K2026-10-23
B&D White Capital Company, LLC
DECREASED175,959176,009-500%$12.9M$12.2M-$742.7K2026-11-02
Market Street Wealth Management Advisors LLC
NEW175,515—+175,515——$12.1M—2026-10-09
Northwest Wealth Management, LLC
INCREASED156,849149,067+7,782+5%$10.9M$10.8M-$88.0K2026-10-30
Savant Capital, LLC
DECREASED139,233186,795-47,562-25%$13.7M$9.6M-$4.1M2026-11-06
Choice Wealth Advisors LLC
INCREASED136,108136,099+9+0%$10.0M$9.4M-$571.0K2026-10-16
Appleton Partners Inc
INCREASED125,606117,484+8,122+7%$8.6M$8.7M+$68.0K2026-10-30
Foundry Financial Group, Inc.
INCREASED122,268112,200+10,068+9%$8.2M$8.5M+$224.9K2026-10-28
Plancorp, LLC
INCREASED106,66929,774+76,895+258%$2.2M$7.6M+$5.5M2026-11-03
Aprio Wealth Management, LLC
INCREASED105,150103,896+1,254+1%$7.6M$7.3M-$349.7K2026-10-28
Websterrogers Financial Advisors, LLC
DECREASED103,427103,819-3920%$7.6M$7.2M-$463.2K2026-11-02
Chicago Partners Investment Group LLC
INCREASED98,70091,190+7,510+8%$6.6M$7.0M+$395.9K2026-10-27
Level Financial Advisors
INCREASED96,60892,905+3,703+4%$6.8M$6.7M-$134.2K2026-10-13
LexAurum Advisors, LLC
INCREASED94,10293,329+773+1%$6.8M$6.5M-$338.5K2026-10-19
Commonwealth Equity Services, LLC
INCREASED94,02987,484+6,545+7%$6.4M$6.5M+$85.1K2026-11-02
Bauman Advisory Group, LLC
INCREASED85,02981,320+3,709+5%$6.0M$5.9M-$85.1K2026-10-29
Strategic Blueprint, LLC
INCREASED81,17078,984+2,186+3%$5.8M$5.6M-$180.6K2026-10-22
Cap Partners, LLC
INCREASED79,34378,499+844+1%$5.8M$5.5M-$271.3K2026-10-19
Ridgeline Wealth, LLC
INCREASED77,59875,375+2,223+3%$5.5M$5.4M-$91.5K2026-10-14
Mendota Financial Group, LLC
INCREASED74,67069,707+4,963+7%$5.1M$5.2M+$50.4K2026-10-07
Cypress Point Wealth Management, LLC
INCREASED58,57357,065+1,508+3%$4.2M$4.0M-$135.4K2026-11-03
SeedSafe Financial LLC
DECREASED57,76058,089-329-1%$4.3M$4.0M-$266.7K2026-11-02
CoreCap Advisors, LLC
INCREASED57,68455,746+1,938+3%$4.1M$4.0M-$100.1K2026-10-08
Haven Private, LLC
DECREASED55,97156,564-593-1%$4.1M$3.9M-$278.6K2026-10-27
Kestra Advisory Services, LLC
INCREASED54,02342,391+11,632+27%$3.1M$3.7M+$626.2K2026-11-02
Global Strategic Investment Solutions, LLC
INCREASED53,56353,533+30+0%$3.9M$3.7M-$222.7K2026-10-16
Acropolis Investment Management, LLC
INCREASED50,06749,245+822+2%$3.6M$3.5M-$150.0K2026-10-08
Aire Advisors, LLC
INCREASED48,80648,762+44+0%$3.6M$3.4M-$201.8K2026-10-22
Allodium Investment Consultants, LLC
DECREASED48,76748,854-870%$3.6M$3.4M-$211.2K2026-10-14
Endeavor Private Wealth, Inc.
DECREASED41,63942,071-432-1%$3.1M$2.9M-$206.5K2026-11-05
Burk Holdings LLC
INCREASED40,66735,159+5,508+16%$2.6M$2.8M+$233.2K2026-11-05
Family Office Research LLC
DECREASED38,24442,181-3,937-9%$3.1M$2.6M-$449.3K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED36,59919,674+16,925+86%$1.4M$2.5M+$1.1M2026-11-06
Kavar Capital Partners Group, LLC
DECREASED35,95236,086-1340%$2.6M$2.5M-$160.8K2026-11-06
Evanson Financial, LLC
INCREASED35,34721,813+13,534+62%$1.6M$2.4M+$844.1K2026-10-23
ETF Store, Inc.
INCREASED34,47731,344+3,133+10%$2.3M$2.4M+$85.0K2026-10-19
HB Wealth Management, LLC
DECREASED34,21134,291-800%$2.5M$2.4M-$149.6K2026-10-23
LAM Group, Inc.
INCREASED29,94526,200+3,745+14%$1.9M$2.1M+$148.9K2026-10-26
Quantum Financial Partners LLC
DECREASED28,26433,064-4,800-15%$2.4M$2.0M-$470.7K2026-10-19
Tillman Hartley LLC
INCREASED26,65326,651+2+0%$2.0M$1.8M-$111.8K2026-11-06
Moisand Fitzgerald Tamayo, LLC
DECREASED26,57026,911-341-1%$2.0M$1.8M-$136.6K2026-10-15
Farther Finance Advisors, LLC
INCREASED22,68720,455+2,232+11%$1.5M$1.6M+$68.5K2026-10-08
Dixon Fnancial Services, Inc.
UNCHANGED22,28622,28600%$1.6M$1.5M-$93.6K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED21,4468,925+12,521+140%$646.8K$1.5M+$853.6K2026-10-13
Centennial Wealth Advisory LLC
DECREASED20,18823,737-3,549-15%$1.7M$1.4M-$345.1K2026-10-16
StrongBox Wealth, LLC
DECREASED20,17930,176-9,997-33%$2.2M$1.4M-$817.9K2026-11-02
Werba Rubin Papier Wealth Management
DECREASED20,11320,381-268-1%$1.5M$1.4M-$104.2K2026-11-06
Western Reserve Capital Management, LLC
INCREASED19,99219,880+112+1%$1.5M$1.4M-$75.8K2026-10-14
CRA Financial Services, LLC
INCREASED19,94617,251+2,695+16%$1.3M$1.4M+$113.9K2026-10-16
Sprinkle Financial Consultants LLC
INCREASED18,4475,343+13,104+245%$392.0K$1.3M+$883.7K2026-10-09
Factor Wealth Management LTD
DECREASED18,33618,806-470-2%$1.4M$1.3M-$111.5K2026-10-08
Approach Retirement Advisors, LLC
INCREASED16,33814,297+2,041+14%$1.0M$1.1M+$81.1K2026-10-22
Tortoise Investment Management, LLC
INCREASED16,20015,723+477+3%$1.2M$1.1M-$33.1K2026-11-06
EnRich Financial Partners LLC
DECREASED15,41815,529-111-1%$1.1M$1.1M-$72.9K2026-10-21
Frankly Finances, LLC
DECREASED14,49019,230-4,740-25%$1.4M$1.0M-$408.5K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED14,48314,118+365+3%$1.0M$1.0M-$34.0K2026-11-02
Sunpointe, LLC
UNCHANGED14,36314,36300%$1.1M$993.1K-$60.3K2026-10-22
Maia Wealth LLC
INCREASED13,9268,206+5,720+70%$601.8K$962.8K+$361.0K2026-10-19
Team Financial Group, LLC
INCREASED12,6556,061+6,594+109%$444.5K$875.0K+$430.5K2026-10-30
Well Done, LLC
INCREASED12,5405,861+6,679+114%$429.8K$867.0K+$437.2K2026-10-20
Cornerstone Wealth Management, LLC
NEW12,539—+12,539——$866.9K—2026-11-04
Apeiron RIA LLC
UNCHANGED11,98011,98000%$878.6K$835.0K-$43.6K2026-10-08
Pearl Planning LLC
DECREASED11,00511,305-300-3%$829.1K$760.9K-$68.2K2026-10-13
Axxcess Wealth Management, LLC
NEW10,604—+10,604——$733.2K—2026-10-21
Modera Wealth Management, LLC
DECREASED10,58812,777-2,189-17%$937.1K$732.1K-$205.0K2026-10-28
Avantax Planning Partners, Inc.
DECREASED9,1009,395-295-3%$689.0K$629.2K-$59.9K2026-11-03
Pacific Asset Management, LLC
DECREASED8,5409,123-583-6%$669.1K$590.5K-$78.6K2026-10-15
Thayer Financial, L.L.C.
DECREASED8,3778,525-148-2%$625.2K$583.9K-$41.3K2026-10-21
Flagship Harbor Advisors, LLC
DECREASED7,2617,559-298-4%$554.4K$502.0K-$52.4K2026-10-26
Bison Wealth, LLC
DECREASED6,8907,334-444-6%$533.7K$482.1K-$51.6K2026-10-13
Cogent Private Wealth, Inc.
UNCHANGED6,0056,00500%$440.4K$415.2K-$25.2K2026-11-06
Kane Co Wealth Management, Inc.
DECREASED5,9446,204-260-4%$455.0K$410.9K-$44.0K2026-11-04
Compound Planning, Inc.
INCREASED5,7714,902+869+18%$359.5K$399.0K+$39.5K2026-11-05
Ariadne Wealth Management, LP
UNCHANGED5,7655,76500%$422.8K$398.6K-$24.2K2026-11-06
Claro Advisors Inc.
DECREASED5,7035,752-49-1%$421.9K$394.3K-$27.6K2026-11-02
Clearwater Capital Advisors, LLC
INCREASED5,6664,561+1,105+24%$334.5K$391.7K+$57.2K2026-11-06
GEM Asset Management, LLC
INCREASED5,5845,564+20+0%$408.1K$386.1K-$22.0K2026-10-13
Armbruster Capital Management, Inc.
DECREASED5,2355,360-125-2%$393.1K$361.9K-$31.2K2026-10-19
Merit Financial Group, LLC
DECREASED5,1365,346-210-4%$392.1K$355.1K-$37.0K2026-11-06
Herold Advisors, Inc.
UNCHANGED5,0375,03700%$368.0K$348.3K-$19.7K2026-10-19
Harbor Asset Planning, Inc.
INCREASED4,8984,745+153+3%$348.1K$338.6K-$9.4K2026-10-23
Hutchens & Kramer Investment Management Group, LLC
INCREASED4,8944,891+3+0%$358.7K$338.4K-$20.3K2026-10-16
Vise Technologies, Inc.
NEW4,711—+4,711——$325.7K—2026-10-29
Bayshore Asset Management, LLC
UNCHANGED4,6754,67500%$342.9K$327.1K-$15.8K2026-11-03
Tufton Capital Management
NEW4,554—+4,554——$314.0K—2026-10-20
Acorn Creek Capital LLC
NEW4,508—+4,508——$311.7K—2026-11-05
GC Wealth Management RIA, LLC
INCREASED4,4804,395+85+2%$322.3K$309.8K-$12.5K2026-11-02
SC&H Financial Advisors, Inc.
INCREASED4,2104,074+136+3%$298.8K$291.1K-$7.7K2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED3,8673,897-30-1%$285.8K$267.4K-$18.4K2026-10-15
Beacon Capital Management, LLC
NEW3,860—+3,860——$266.9K—2026-10-23
DBK Financial Counsel, LLC
UNCHANGED3,8203,82000%$280.2K$264.1K-$16.0K2026-10-13
Copper Harbor Investment Advisors, LLC
UNCHANGED3,7223,72200%$273.0K$257.3K-$15.6K2026-10-16
Community Bank, N.A.
UNCHANGED3,6773,67700%$269.7K$254.2K-$15.5K2026-11-06
Independent Wealth Advisors LLC
NEW3,442—+3,442——$238.0K—2026-10-27
Foundry Financial LLC
DECREASED3,3813,420-39-1%$250.8K$233.8K-$17.0K2026-10-16
Noble Family Wealth, LLC
UNCHANGED3,3793,37900%$247.8K$233.6K-$14.2K2026-10-26
Truist Financial Corp
NEW3,240—+3,240——$224.0K—2026-10-30
Arista Wealth Management, LLC
UNCHANGED3,2063,20600%$235.1K$221.7K-$13.5K2026-10-29
Goldstein Advisors, LLC
UNCHANGED3,1623,16200%$231.9K$218.6K-$13.3K2026-10-15
Apella Capital, LLC
NEW3,073—+3,073——$213.9K—2026-10-08
Prime Capital Investment Advisors, LLC
NEW2,939—+2,939——$203.2K—2026-10-20
Concurrent Investment Advisors, LLC
NEW2,937—+2,937——$203.1K—2026-10-16
Fifth Third Bancorp
UNCHANGED2,5942,59400%$190.2K$179.3K-$10.9K2026-11-05
UMB Bank, n.a.
DECREASED2,4312,702-271-10%$198.2K$168.1K-$30.1K2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED2,3972,39700%$175.8K$165.7K-$10.1K2026-11-06
Glass Jacobson Investment Advisors llc
INCREASED2,147990+1,157+117%$72.6K$148.4K+$75.8K2026-10-26
Ascentis Independent Advisors
NEW2,050—+2,050——$141.8K—2026-11-03
Bank of New Hampshire
UNCHANGED1,9661,96600%$144.2K$135.9K-$8.3K2026-10-06
SJS Investment Consulting Inc.
NEW1,791—+1,791——$123.8K—2026-10-26
Spire Wealth Management
UNCHANGED1,5131,51300%$111.0K$104.6K-$6.4K2026-10-30
Private Trust Co NA
DECREASED1,0281,033-50%$75.8K$71.1K-$4.7K2026-10-20
MeadowBrook Investment Advisors LLC
UNCHANGED76676600%$56.2K$54.3K-$1.8K2026-10-29
Assetmark, Inc
INCREASED762723+39+5%$53.0K$52.7K-$3402026-10-21
Evolution Wealth Management Inc.
DECREASED719839-120-14%$61.5K$49.7K-$11.8K2026-10-28
Zions Bancorporation, National Association
UNCHANGED58358300%$42.8K$40.3K-$2.4K2026-11-06
Root Financial Partners, LLC
NEW458—+458——$31.6K—2026-10-21
DecisionPoint Financial, LLC
NEW444—+444——$30.9K—2026-10-27
Reap Financial Group, LLC
UNCHANGED40840800%$29.9K$28.2K-$1.7K2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED33633600%$24.6K$23.2K-$1.4K2026-11-04
Fairway Wealth LLC
UNCHANGED31031000%$22.7K$21.4K-$1.3K2026-10-30
Bfsg, LLC
UNCHANGED29529500%$21.6K$20.4K-$1.2K2026-10-30
Oakworth Capital, Inc.
UNCHANGED28628600%$20.9K$19.8K-$1.2K2026-10-26
IFP Advisors, Inc
NEW253—+253——$17.5K—2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED24924900%$18.3K$17.2K-$1.0K2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED17617600%$12.9K$12.2K-$7392026-10-28
Global Trust Asset Management, LLC
NEW170—+170——$11.8K—2026-10-19
Hurley Capital, LLC
INCREASED165110+55+50%$8.1K$11.4K+$3.4K2026-11-05
Allworth Financial LP
UNCHANGED16016000%$11.7K$11.7K$02026-11-06
American Capital Advisory, LLC
UNCHANGED12212200%$8.9K$8.4K-$5122026-10-28
Key Capital Management, Inc
INCREASED12027+93+344%$2.0K$8.3K+$6.3K2026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED666600%$4.8K$4.6K-$2622026-11-02
Pacific Center for Financial Services
UNCHANGED626200%$4.5K$4.3K-$2612026-10-15
Davis Capital Management
NEW58—+58——$4.0K—2026-10-08
Markowski Investments
NEW47—+47——$5.5K—2026-10-30
Networth Advisors, LLC
INCREASED4645+1+2%$3.3K$3.1K-$1892026-11-03
Realta Investment Advisors
NEW30—+30——$2.1K—2026-10-14
Gilpin Wealth Management, LLC
UNCHANGED303000%$2.2K$2.1K-$1262026-10-09
Quest 10 Wealth Builders, Inc.
DECREASED2628-2-7%$2.1K$1.8K-$2562026-11-02
Rachor Investment Advisory Services, LLC
NEW16—+16——$1.1K—2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED161600%$1.2K$1.1K-$672026-10-13
First Command Advisory Services, Inc.
NEW13—+13——$899—2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED101000%$733$691-$422026-11-04
Blue Trust, Inc.
NEW6—+6——$415—2026-10-15
XY Planning Network, Inc.
CLOSED03,831-3,831-100%$281.0K$0-$281.0K2026-10-14
Acorn Wealth Advisors, LLC
CLOSED03,029-3,029-100%$222.1K$0-$222.1K2026-10-19
Crusonia Wealth Advisors LLC
CLOSED02,824-2,824-100%$207.1K$0-$207.1K2026-10-26
MCF Advisors LLC
CLOSED0819-819-100%$60.0K$0-$60.0K2026-10-28
SBK Financial, Inc.
CLOSED0716-716-100%$52.5K$0-$52.5K2026-11-02
Yankcom Partnership
CLOSED0500-500-100%$36.7K$0-$36.7K2026-10-15
Decker Retirement Planning Inc.
CLOSED0138-138-100%$10.1K$0-$10.1K2026-10-19
CX Institutional
CLOSED0125-125-100%$9$0-$92026-10-02
Raleigh Capital Management Inc.
UNCHANGED000—$11$10-$12026-10-28
Mercer Global Advisors Inc
N/A—15,209,879-15,209,879-100%$1.1B———
Mason Investment Advisory Services, Inc.
N/A—3,553,024-3,553,024-100%$260.6M———
Northwestern Mutual Wealth Management Co
N/A—1,318,011-1,318,011-100%$96.7M———
Morgan Stanley
N/A—1,109,495-1,109,495-100%$81.4M———
Cambridge Associates LLC
N/A—954,982-954,982-100%$70.0M———
Envestnet Asset Management Inc
N/A—778,923-778,923-100%$57.1M———
AE Wealth Management LLC
N/A—563,885-563,885-100%$41.4M———
American Century Companies Inc
N/A—537,608-537,608-100%$39.4M———
Atlantic Union Bankshares Corp
N/A—489,249-489,249-100%$35.9M———
FAS Wealth Partners, Inc.
N/A—306,509-306,509-100%$22.5M———
Foundations Investment Advisors, LLC
N/A—210,830-210,830-100%$15.5M———
Kilner Capital Advisors, LLC
N/A—194,167-194,167-100%$14.1M———
Raymond James Financial Inc
N/A—182,685-182,685-100%$13.4M———
Focus Partners Advisor Solutions, LLC
N/A—172,349-172,349-100%$12.6M———
Berger Financial Group, Inc
N/A—166,979-166,979-100%$12.2M———
Freedom Investment Management, Inc.
N/A—143,871-143,871-100%$10.6M———
OneDigital Investment Advisors LLC
N/A—143,064-143,064-100%$10.5M———
Savvy Advisors, Inc.
N/A—125,769-125,769-100%$9.2M———
Beaird Harris Wealth Management, LLC
N/A—113,871-113,871-100%$8.4M———
Mars Jewett Financial Group, Inc.
N/A—100,078-100,078-100%$7.3M———
WCG Wealth Advisors LLC
N/A—95,377-95,377-100%$7.0M———
MML Investors Services, LLC
N/A—84,509-84,509-100%$6.2M———
Paul R. Ried Financial Group, LLC
N/A—77,739-77,739-100%$5.7M———
Cardiff Park Advisors, LLC
N/A—73,596-73,596-100%$5.4M———
Dogwood Wealth Management LLC
N/A—63,538-63,538-100%$4.7M———
Passive Capital Management, Llc.
N/A—62,500-62,500-100%$3.7M———
Wells Fargo & Company
N/A—55,799-55,799-100%$4.1M———
JPMorgan Chase & Co
N/A—52,744-52,744-100%$3.9M———
Atlas Wealth LLC
N/A—43,186-43,186-100%$3.2M———
Rockefeller Capital Management L.P.
N/A—43,119-43,119-100%$3.2M———
Fourth Dimension Wealth, LLC
N/A—40,390-40,390-100%$3.0M———
Beacon Pointe Advisors, LLC
N/A—36,654-36,654-100%$2.7M———
Cresset Asset Management, LLC
N/A—35,580-35,580-100%$2.6M———
Quantinno Capital Management LP
N/A—34,119-34,119-100%$2.5M———
Mariner, LLC
N/A—32,549-32,549-100%$2.4M———
&partners
N/A—31,945-31,945-100%$2.4M———
AQR Capital Management LLC
N/A—26,668-26,668-100%$2.0M———
Centennial Bank
N/A—26,314-26,314-100%$1.9M———
OneAscent Financial Services LLC
N/A—26,156-26,156-100%$1.9M———
J. M. Brown & Associates Inc.
N/A—24,498-24,498-100%$1.8M———
Private Advisor Group, LLC
N/A—24,217-24,217-100%$1.8M———
Jackson Thornton Wealth Management, LLC
N/A—23,120-23,120-100%$1.7M———
Fiduciary Financial Advisors
N/A—21,982-21,982-100%$1.6M———
Disciplined Investors, L.L.C.
N/A—21,664-21,664-100%$1.6M———
Commerce Bank
N/A—20,605-20,605-100%$1.5M———
Ruedi Wealth Management, Inc.
N/A—19,825-19,825-100%$1.5M———
GTS Securities LLC
N/A—17,285-17,285-100%$1.3M———
Claris Advisors, LLC / MO /
N/A—16,580-16,580-100%$1.2M———
PCG Wealth Advisors, LLC
N/A—16,161-16,161-100%$1.2M———
Curio Wealth, LLC
N/A—15,854-15,854-100%$1.2M———
Jones Financial Companies Lllp
N/A—15,624-15,624-100%$1.1M———
Focus Partners Wealth
N/A—15,519-15,519-100%$1.1M———
Summit Financial, LLC
N/A—14,686-14,686-100%$1.1M———
Capital Analysts, LLC
N/A—14,551-14,551-100%$1.1M———
Axis Wealth Partners, LLC
N/A—13,737-13,737-100%$1.0M———
Cetera Investment Advisers
N/A—13,102-13,102-100%$960.9K———
Nuveen, LLC
N/A—12,352-12,352-100%$905.9K———
Bridgewater Advisors Inc.
N/A—10,872-10,872-100%$801.3K———
BlackRock, Inc.
N/A—9,811-9,811-100%$719.5K———
Zhang Financial LLC
N/A—9,595-9,595-100%$703.7K———
Vestmark Advisory Solutions, Inc.
N/A—8,957-8,957-100%$656.9K———
Cloud Capital Management, LLC
N/A—8,326-8,326-100%$610.0K———
Arkadios Wealth Advisors
N/A—8,227-8,227-100%$603.4K———
D. E. Shaw & Co., Inc.
N/A—7,740-7,740-100%$567.7K———
WealthTrak Capital Management LLC
N/A—7,619-7,619-100%$558.8K———
Osaic Holdings, Inc.
N/A—7,169-7,169-100%$525.8K———
Caprock Group, LLC
N/A—7,132-7,132-100%$523.1K———
O'shaughnessy Asset Management, LLC
N/A—6,900-6,900-100%$506.0K———
FMR LLC
N/A—6,170-6,170-100%$452.5K———
Global Retirement Partners, LLC
N/A—5,954-5,954-100%$436.6K———
World Investment Advisors
N/A—5,945-5,945-100%$370.4K———
BWM Planning, LLC
N/A—5,781-5,781-100%$424.0K———
United Capital Financial Advisors, LLC
N/A—5,283-5,283-100%$387.2K———
HRT Financial LP
N/A—5,223-5,223-100%$383.0K———
Destination Wealth Management
N/A—4,772-4,772-100%$350.0K———
Western Wealth Management, LLC
N/A—4,656-4,656-100%$341.5K———
Cahill Financial Advisors Inc
N/A—4,604-4,604-100%$337.7K———
HighTower Advisors, LLC
N/A—4,559-4,559-100%$334.4K———
Susquehanna International Group, LLP
N/A—4,161-4,161-100%$305.2K———
Stifel Financial Corp
N/A—4,018-4,018-100%$294.7K———
Sequent Asset Management, LLC
N/A—3,665-3,665-100%$268.8K———
CreativeOne Wealth, LLC
N/A—3,636-3,636-100%$266.7K———
Integrated Wealth Concepts LLC
N/A—3,446-3,446-100%$252.7K———
Seaside Wealth Management, Inc.
N/A—3,361-3,361-100%$246.5K———
Belpointe Asset Management LLC
N/A—3,221-3,221-100%$236.2K———
IF Advisors, LLC
N/A—3,172-3,172-100%$232.6K———
MAI Capital Management
N/A—3,083-3,083-100%$226.1K———
Bank of Montreal
N/A—2,941-2,941-100%$215.7K———
Baird Financial Group, Inc.
N/A—2,800-2,800-100%$205.4K———
Brand Asset Management Group, Inc.
N/A—2,758-2,758-100%$202.3K———
EP Wealth Advisors, LLC
N/A—2,703-2,703-100%$198.2K———
Delos Wealth Advisors, LLC
N/A—2,029-2,029-100%$148.8K———
NewEdge Advisors, LLC
N/A—1,985-1,985-100%$145.6K———
Smartleaf Asset Management LLC
N/A—1,925-1,925-100%$140.6K———
Glassman Wealth Services
N/A—1,732-1,732-100%$127.0K———
Arax Advisory Partners
N/A—975-975-100%$71.5K———
Medallion Wealth Advisors, LLC
N/A—967-967-100%$70.9K———
Royal Bank of Canada
N/A—927-927-100%$68.0K———
Steward Partners Investment Advisory, LLC
N/A—747-747-100%$54.8K———
Brown Brothers Harriman & Co
N/A—639-639-100%$46.9K———
Manning & Napier Advisors LLC
N/A—620-620-100%$45.5K———
Steigerwald, Gordon & Koch Inc.
N/A—450-450-100%$33.0K———
Regatta Research & Money Management
N/A—395-395-100%$29.0K———
Ameriflex Group, Inc.
N/A—303-303-100%$22.2K———
Rothschild Investment LLC
N/A—166-166-100%$12.2K———
IFG Advisory, LLC
N/A—135-135-100%$9.9K———
N.E.W. Advisory Services LLC
N/A—100-100-100%$7.3K———
Vanguard Advisers Inc
N/A—94-94-100%$6.9K———
Hantz Financial Services, Inc.
N/A—61-61-100%$4———
Atomic Invest LLC
N/A—33-33-100%$2.4K———
Geneos Wealth Management Inc.
N/A—30-30-100%$2.2K———
Strategic Wealth Partners, Ltd.
N/A—28-28-100%$2.1K———
Showing 274 of 274 institutions