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Dimensional US Small Cap VAL (DFSV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Savant Capital, LLC
NEW
Shares31,409,069
Change+31,409,069
Value$1.2B
Filed 2026-11-06
Mather Group, Llc.
NEW
Shares6,694,849
Change+6,694,849
Value$250.9M
Filed 2026-10-14
Ritholtz Wealth Management
NEW
Shares4,115,456
Change+4,115,456
Value$154.2M
Filed 2026-11-05
Modera Wealth Management, LLC
NEW
Shares3,031,067
Change+3,031,067
Value$113.6M
Filed 2026-10-28
LPL Financial LLC
NEW
Shares2,413,965
Change+2,413,965
Value$90.5M
Filed 2026-11-06
Creative Planning
NEW
Shares2,130,124
Change+2,130,124
Value$79.8M
Filed 2026-11-02
Arista Wealth Management, LLC
NEW
Shares2,100,853
Change+2,100,853
Value$78.7M
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW
Shares1,331,117
Change+1,331,117
Value$50.7M
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
NEW
Shares1,297,318
Change+1,297,318
Value$48.6M
Filed 2026-10-16
Stordahl Capital Management, Inc.
NEW
Shares912,709
Change+912,709
Value$34.2M
Filed 2026-10-22
Hassell Wealth Management, LLC
NEW
Shares783,516
Change+783,516
Value$29.4M
Filed 2026-10-19
Park Avenue Securities LLC
NEW
Shares742,946
Change+742,946
Value$27.8M
Filed 2026-10-26
Integrity Advisory Solutions, LLC
NEW
Shares703,722
Change+703,722
Value$26.4M
Filed 2026-10-29
Factor Wealth Management LTD
NEW
Shares663,113
Change+663,113
Value$24.8M
Filed 2026-10-08
Retirement Solution LLC
NEW
Shares654,275
Change+654,275
Value$24.5M
Filed 2026-10-27
Integris Wealth Management, LLC
NEW
Shares637,888
Change+637,888
Value$23.9M
Filed 2026-10-14
Chicago Partners Investment Group LLC
NEW
Shares621,335
Change+621,335
Value$24.1M
Filed 2026-10-27
Wealth Dimensions Group, Ltd.
NEW
Shares618,332
Change+618,332
Value$23.2M
Filed 2026-11-02
Commonwealth Equity Services, LLC
NEW
Shares589,931
Change+589,931
Value$22.1M
Filed 2026-11-02
Wealth Advisors Northwest LLC
NEW
Shares571,446
Change+571,446
Value$21.4M
Filed 2026-10-29
Perigon Wealth Management, LLC
NEW
Shares564,540
Change+564,540
Value$21.2M
Filed 2026-10-22
Apella Capital, LLC
NEW
Shares554,432
Change+554,432
Value$21.0M
Filed 2026-10-08
Elser Financial Planning, Inc
NEW
Shares539,399
Change+539,399
Value$20.2M
Filed 2026-10-16
Integrity Alliance, Llc.
NEW
Shares531,528
Change+531,528
Value$19.9M
Filed 2026-10-29
Krilogy Financial LLC
NEW
Shares468,484
Change+468,484
Value$17.8M
Filed 2026-10-13
Scratch Capital LLC
NEW
Shares446,728
Change+446,728
Value$16.7M
Filed 2026-11-02
Trust Co of the South
NEW
Shares433,715
Change+433,715
Value$16.3M
Filed 2026-10-21
Physician Wealth Solutions Inc.
NEW
Shares386,016
Change+386,016
Value$14.5M
Filed 2026-10-14
Avantax Planning Partners, Inc.
NEW
Shares379,309
Change+379,309
Value$14.2M
Filed 2026-11-03
XY Planning Network, Inc.
NEW
Shares378,659
Change+378,659
Value$14.2M
Filed 2026-10-14
RFG Advisory, LLC
NEW
Shares376,238
Change+376,238
Value$14.1M
Filed 2026-11-03
Avant Financial Advisors LLC
NEW
Shares371,873
Change+371,873
Value$13.9M
Filed 2026-11-02
Plancorp, LLC
NEW
Shares354,506
Change+354,506
Value$14.0M
Filed 2026-11-03
Kestra Advisory Services, LLC
NEW
Shares354,318
Change+354,318
Value$13.3M
Filed 2026-11-02
AdvisorNet Financial, Inc
NEW
Shares344,289
Change+344,289
Value$13.0M
Filed 2026-10-15
Abel Hall, LLC
NEW
Shares333,526
Change+333,526
Value$12.5M
Filed 2026-10-19
BOS Asset Management, LLC
NEW
Shares327,821
Change+327,821
Value$12.3M
Filed 2026-10-09
Truist Financial Corp
NEW
Shares325,002
Change+325,002
Value$12.2M
Filed 2026-10-30
Pinnacle Associates LTD
NEW
Shares312,283
Change+312,283
Value$11.7M
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares312,283
Change+312,283
Value$11.7M
Filed 2026-10-23
Ballentine Capital Advisors, Inc
NEW
Shares303,569
Change+303,569
Value$11.4M
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
NEW
Shares302,284
Change+302,284
Value$11.3M
Filed 2026-11-02
Discipline Wealth Solutions, LLC
NEW
Shares301,098
Change+301,098
Value$11.3M
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares299,604
Change+299,604
Value$11.2M
Filed 2026-10-21
Sterling Financial Planning, Inc.
NEW
Shares290,843
Change+290,843
Value$10.9M
Filed 2026-10-28
Tortoise Investment Management, LLC
NEW
Shares289,183
Change+289,183
Value$10.8M
Filed 2026-11-06
Vise Technologies, Inc.
NEW
Shares268,743
Change+268,743
Value$10.1M
Filed 2026-10-29
TCI Wealth Advisors, Inc.
NEW
Shares255,986
Change+255,986
Value$9.6M
Filed 2026-10-30
McLean Asset Management Corp
NEW
Shares240,583
Change+240,583
Value$9.3M
Filed 2026-11-06
Warburton Capital Management, LLC
NEW
Shares226,312
Change+226,312
Value$8.9M
Filed 2026-11-06
BIP Wealth, LLC
NEW
Shares218,734
Change+218,734
Value$8.2M
Filed 2026-10-22
Client 1ST Advisory Group, LLC
NEW
Shares205,352
Change+205,352
Value$7.7M
Filed 2026-10-19
Gradient Capital Advisors, LLC
NEW
Shares205,225
Change+205,225
Value$7.7M
Filed 2026-10-21
B&D White Capital Company, LLC
NEW
Shares190,336
Change+190,336
Value$7.1M
Filed 2026-11-02
Market Street Wealth Management Advisors LLC
NEW
Shares166,346
Change+166,346
Value$12.9M
Filed 2026-10-09
Cogent Strategic Wealth LLC
NEW
Shares157,094
Change+157,094
Value$5.9M
Filed 2026-10-22
Melfa Wealth Management, Inc.
NEW
Shares155,835
Change+155,835
Value$5.8M
Filed 2026-11-06
Level Financial Advisors
NEW
Shares151,962
Change+151,962
Value$5.7M
Filed 2026-10-13
Burk Holdings LLC
NEW
Shares149,092
Change+149,092
Value$5.6M
Filed 2026-11-05
Marquette Asset Management, LLC
NEW
Shares148,069
Change+148,069
Value$5.5M
Filed 2026-10-09
McMill Wealth Management
NEW
Shares138,780
Change+138,780
Value$5.2M
Filed 2026-11-05
Financial Symmetry Inc
NEW
Shares137,987
Change+137,987
Value$5.2M
Filed 2026-10-06
Apollon Wealth Management, LLC
NEW
Shares132,629
Change+132,629
Value$5.0M
Filed 2026-10-23
Merit Financial Group, LLC
NEW
Shares131,181
Change+131,181
Value$4.9M
Filed 2026-11-06
Forum Financial Management, LP
NEW
Shares130,899
Change+130,899
Value$4.9M
Filed 2026-10-16
Integrated Capital Management, Inc.
NEW
Shares128,235
Change+128,235
Value$4.8M
Filed 2026-10-09
Squire Investment Management Company, LLC
NEW
Shares124,664
Change+124,664
Value$4.7M
Filed 2026-11-03
Gibraltar Capital Management, Inc.
NEW
Shares117,955
Change+117,955
Value$4.4M
Filed 2026-10-27
Brookstone Capital Management
NEW
Shares114,091
Change+114,091
Value$4.3M
Filed 2026-10-22
Cravens & Co Advisors, LLC
NEW
Shares113,816
Change+113,816
Value$4.3M
Filed 2026-10-16
Quantum Financial Advisors, LLC
NEW
Shares112,560
Change+112,560
Value$4.2M
Filed 2026-11-03
Summit Wealth Group LLC / Co
NEW
Shares111,864
Change+111,864
Value$4.2M
Filed 2026-10-29
Able Financial Group, LLC
NEW
Shares102,927
Change+102,927
Value$3.9M
Filed 2026-10-14
Burton Enright Welch
NEW
Shares101,575
Change+101,575
Value$3.8M
Filed 2026-11-04
Royal Harbor Partners, LLC
NEW
Shares99,974
Change+99,974
Value$3.7M
Filed 2026-10-29
RAM Investment Partners, LLC
NEW
Shares98,424
Change+98,424
Value$3.7M
Filed 2026-10-21
Madrid Wealth Management, LLC
NEW
Shares96,979
Change+96,979
Value$3.6M
Filed 2026-10-23
Bayshore Asset Management, LLC
NEW
Shares96,232
Change+96,232
Value$3.7M
Filed 2026-11-03
Wealthcare Advisory Partners LLC
NEW
Shares87,421
Change+87,421
Value$3.3M
Filed 2026-10-21
Pettinga Financial Advisors LLC
NEW
Shares85,174
Change+85,174
Value$3.2M
Filed 2026-10-13
Outbound Financial Inc
NEW
Shares82,343
Change+82,343
Value$3.1M
Filed 2026-10-13
Citigroup Inc
NEW
Shares82,089
Change+82,089
Value$3.1M
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
NEW
Shares78,850
Change+78,850
Value$3.0M
Filed 2026-10-23
Well Done, LLC
NEW
Shares78,521
Change+78,521
Value$6.1M
Filed 2026-10-20
Signaturefd, LLC
NEW
Shares75,779
Change+75,779
Value$2.8M
Filed 2026-10-23
Twin Cities Retirement Group LLC
NEW
Shares74,856
Change+74,856
Value$2.8M
Filed 2026-10-16
Legacy Financial Group, Inc.
NEW
Shares71,795
Change+71,795
Value$2.7M
Filed 2026-10-21
Northwest Wealth Management, LLC
NEW
Shares70,091
Change+70,091
Value$2.6M
Filed 2026-10-30
Quarry Hill Advisors, LLC
NEW
Shares69,944
Change+69,944
Value$2.6M
Filed 2026-11-04
GEM Asset Management, LLC
NEW
Shares66,065
Change+66,065
Value$2.5M
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
NEW
Shares64,069
Change+64,069
Value$2.4M
Filed 2026-11-05
Greenspring Advisors, LLC
NEW
Shares62,935
Change+62,935
Value$2.4M
Filed 2026-11-05
Evensky & Katz LLC
NEW
Shares61,569
Change+61,569
Value$2.3M
Filed 2026-10-27
HMV Wealth Advisors, LLC
NEW
Shares60,220
Change+60,220
Value$2.3M
Filed 2026-10-27
Triad Wealth Partners, LLC
NEW
Shares59,920
Change+59,920
Value$2.2M
Filed 2026-10-26
E6 Portfolios, LLC
NEW
Shares59,144
Change+59,144
Value$2.2M
Filed 2026-10-26
Approach Retirement Advisors, LLC
NEW
Shares58,841
Change+58,841
Value$2.2M
Filed 2026-10-22
Firethorn Wealth Partners, LLC
NEW
Shares57,570
Change+57,570
Value$2.2M
Filed 2026-10-14
True Wealth Design, LLC
NEW
Shares56,193
Change+56,193
Value$2.1M
Filed 2026-10-13
Rockwood Wealth Management, LLC
NEW
Shares56,179
Change+56,179
Value$2.1M
Filed 2026-10-27
Wedmont Private Capital
NEW
Shares55,642
Change+55,642
Value$2.1M
Filed 2026-10-09
Triangle Securities Wealth Management
NEW
Shares54,723
Change+54,723
Value$2.1M
Filed 2026-10-14
Founders Financial Securities LLC
NEW
Shares54,060
Change+54,060
Value$2.0M
Filed 2026-10-28
Sage Mountain Advisors LLC
NEW
Shares53,769
Change+53,769
Value$2.0M
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares53,754
Change+53,754
Value$2.0M
Filed 2026-10-27
Grant Private Wealth Management Inc
NEW
Shares51,757
Change+51,757
Value$1.9M
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
NEW
Shares49,200
Change+49,200
Value$1.8M
Filed 2026-10-26
Willow Creek Wealth Management Inc.
NEW
Shares49,014
Change+49,014
Value$1.8M
Filed 2026-10-26
Studio Investment Management LLC
NEW
Shares48,865
Change+48,865
Value$1.8M
Filed 2026-10-22
Clear Harbor Asset Management, LLC
NEW
Shares47,322
Change+47,322
Value$1.8M
Filed 2026-11-05
Austin Asset Management Co Inc
NEW
Shares46,663
Change+46,663
Value$1.7M
Filed 2026-10-29
Valued Wealth Advisors LLC
NEW
Shares46,292
Change+46,292
Value$1.7M
Filed 2026-11-05
Quadcap Wealth Management, LLC
NEW
Shares45,563
Change+45,563
Value$1.7M
Filed 2026-11-02
Choreo, LLC
NEW
Shares45,128
Change+45,128
Value$1.7M
Filed 2026-10-28
Mission Wealth Management, LP
NEW
Shares44,725
Change+44,725
Value$1.7M
Filed 2026-10-15
Investmark Advisory Group LLC
NEW
Shares44,172
Change+44,172
Value$1.7M
Filed 2026-10-27
Canvas Wealth Advisors, LLC
NEW
Shares43,688
Change+43,688
Value$1.7M
Filed 2026-11-02
MGO One Seven LLC
NEW
Shares41,998
Change+41,998
Value$1.6M
Filed 2026-10-28
Flagstone Financial Management
NEW
Shares35,430
Change+35,430
Value$1.3M
Filed 2026-11-05
Shearwater Capital LLC
NEW
Shares34,777
Change+34,777
Value$1.3M
Filed 2026-10-13
Tandemgrowth Financial Advisors LLC
NEW
Shares34,263
Change+34,263
Value$1.3M
Filed 2026-11-05
HBE Wealth Management, LLC
NEW
Shares33,788
Change+33,788
Value$1.3M
Filed 2026-11-06
Alpha Advisors, LLC
NEW
Shares33,198
Change+33,198
Value$1.2M
Filed 2026-10-19
Private Advisory Group LLC
NEW
Shares32,227
Change+32,227
Value$1.2M
Filed 2026-11-06
McClarren Financial Advisors, Inc.
NEW
Shares31,356
Change+31,356
Value$1.2M
Filed 2026-10-15
Wilkerson Advisory Group LLC
NEW
Shares30,600
Change+30,600
Value$1.1M
Filed 2026-10-20
Petersen Hastings Wealth Advisors Inc.
NEW
Shares29,837
Change+29,837
Value$1.1M
Filed 2026-10-27
Ariadne Wealth Management, LP
NEW
Shares29,749
Change+29,749
Value$1.1M
Filed 2026-11-06
Prudent Man Investment Management, Inc.
NEW
Shares29,228
Change+29,228
Value$1.1M
Filed 2026-11-03
CPA Asset Management Group, LLC
NEW
Shares28,280
Change+28,280
Value$1.1M
Filed 2026-10-26
Earned Wealth Advisors, LLC
NEW
Shares27,795
Change+27,795
Value$1.0M
Filed 2026-11-06
Lauterbach Financial Advisors, LLC
NEW
Shares26,135
Change+26,135
Value$979.3K
Filed 2026-10-21
GEN Financial Management, Inc.
NEW
Shares25,954
Change+25,954
Value$972.5K
Filed 2026-10-13
Higgins & Schmidt Wealth Strategies LLC
NEW
Shares25,547
Change+25,547
Value$957.2K
Filed 2026-10-26
Diversified Trust Co
NEW
Shares24,796
Change+24,796
Value$929.1K
Filed 2026-11-06
Baker Ellis Asset Management LLC
NEW
Shares24,500
Change+24,500
Value$918.0K
Filed 2026-10-14
Concord Wealth Partners
NEW
Shares24,444
Change+24,444
Value$915.9K
Filed 2026-11-02
Clark Asset Management, LLC
NEW
Shares23,994
Change+23,994
Value$899.1K
Filed 2026-10-19
Vista Capital Partners, Inc.
NEW
Shares23,047
Change+23,047
Value$863.6K
Filed 2026-11-06
Compass Ion Advisors, LLC
NEW
Shares23,043
Change+23,043
Value$863.4K
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares22,588
Change+22,588
Value$846.4K
Filed 2026-10-14
Redw Wealth LLC
NEW
Shares22,411
Change+22,411
Value$839.7K
Filed 2026-11-02
Powerhouse Assets LLC
NEW
Shares20,957
Change+20,957
Value$785.3K
Filed 2026-10-19
Cogent Private Wealth, Inc.
NEW
Shares20,089
Change+20,089
Value$752.7K
Filed 2026-11-06
Physician Wealth Advisors, Inc.
NEW
Shares19,800
Change+19,800
Value$741.9K
Filed 2026-10-20
Verisail Partners, LLC
NEW
Shares19,143
Change+19,143
Value$717.3K
Filed 2026-10-19
Bank of New York Mellon Corp
NEW
Shares18,944
Change+18,944
Value$709.8K
Filed 2026-11-05
Sensenig Capital Advisors, Inc
NEW
Shares18,231
Change+18,231
Value$683.1K
Filed 2026-10-23
Joel Isaacson & Co., LLC
NEW
Shares18,139
Change+18,139
Value$679.7K
Filed 2026-11-05
Aurelius Family Office LLC
NEW
Shares17,147
Change+17,147
Value$642.5K
Filed 2026-10-23
AlphaCore Capital LLC
NEW
Shares16,521
Change+16,521
Value$619.1K
Filed 2026-11-04
JDH Wealth Management, LLC
NEW
Shares16,228
Change+16,228
Value$608.1K
Filed 2026-10-20
Kestra Private Wealth Services, LLC
NEW
Shares15,698
Change+15,698
Value$588.2K
Filed 2026-11-06
Peirce Capital Management, LLC
NEW
Shares15,626
Change+15,626
Value$585.5K
Filed 2026-10-19
25 LLC
NEW
Shares15,356
Change+15,356
Value$575.4K
Filed 2026-10-13
SAX Wealth Advisors, LLC
NEW
Shares15,239
Change+15,239
Value$571.0K
Filed 2026-10-13
Cypress Point Wealth Management, LLC
NEW
Shares14,153
Change+14,153
Value$530.3K
Filed 2026-11-03
Essential Planning, Llc.
NEW
Shares13,645
Change+13,645
Value$511.3K
Filed 2026-10-21
Fonville Wealth Management LLC
NEW
Shares13,537
Change+13,537
Value$507.2K
Filed 2026-10-28
Live Oak Private Wealth LLC
NEW
Shares13,235
Change+13,235
Value$495.9K
Filed 2026-11-02
Clearstead Advisors, LLC
NEW
Shares13,040
Change+13,040
Value$488.6K
Filed 2026-11-06
Oakwell Private Wealth Management, LLC
NEW
Shares12,919
Change+12,919
Value$484.1K
Filed 2026-11-06
Waterway Wealth Management, LLC
NEW
Shares12,574
Change+12,574
Value$471.1K
Filed 2026-10-28
Yardley Wealth Management LLC
NEW
Shares12,569
Change+12,569
Value$471.0K
Filed 2026-10-23
Werba Rubin Papier Wealth Management
NEW
Shares12,555
Change+12,555
Value$470.4K
Filed 2026-11-06
Everest Financial Group LLC
NEW
Shares12,421
Change+12,421
Value$465.4K
Filed 2026-11-06
Lutz Financial Services LLC
NEW
Shares12,146
Change+12,146
Value$455.1K
Filed 2026-11-06
Tillman Hartley LLC
NEW
Shares11,780
Change+11,780
Value$441.4K
Filed 2026-11-06
Asset Dedication, LLC
NEW
Shares11,266
Change+11,266
Value$422.1K
Filed 2026-11-03
Family CFO Inc
NEW
Shares11,214
Change+11,214
Value$420.2K
Filed 2026-10-30
Voisard Asset Management Group, Inc.
NEW
Shares11,103
Change+11,103
Value$416.0K
Filed 2026-10-13
Selective Wealth Management, Inc.
NEW
Shares10,999
Change+10,999
Value$421.0K
Filed 2026-10-16
Liberty Capital Management, Inc.
NEW
Shares10,140
Change+10,140
Value$379.9K
Filed 2026-11-02
Elevate Wealth Advisory, Inc
NEW
Shares9,983
Change+9,983
Value$374.1K
Filed 2026-10-29
IFP Advisors, Inc
NEW
Shares9,877
Change+9,877
Value$370.1K
Filed 2026-10-16
Kaufman Rossin Wealth, LLC
NEW
Shares9,794
Change+9,794
Value$367.0K
Filed 2026-10-19
Clarity Capital Advisors, LLC
NEW
Shares9,793
Change+9,793
Value$366.9K
Filed 2026-10-27
Sensible Money, LLC
NEW
Shares9,734
Change+9,734
Value$364.7K
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares9,679
Change+9,679
Value$362.7K
Filed 2026-11-05
Allegiance Financial Group Advisory Services LLC
NEW
Shares9,558
Change+9,558
Value$358.1K
Filed 2026-11-02
Kondo Wealth Advisors, Inc.
NEW
Shares9,546
Change+9,546
Value$357.7K
Filed 2026-10-19
Simplicity Wealth,LLC
NEW
Shares9,518
Change+9,518
Value$356.6K
Filed 2026-10-23
Triumph Capital Management
NEW
Shares8,704
Change+8,704
Value$326.1K
Filed 2026-10-14
Abacus Planning Group, Inc.
NEW
Shares8,610
Change+8,610
Value$322.6K
Filed 2026-11-02
First Financial Group Corp
NEW
Shares8,508
Change+8,508
Value$318.8K
Filed 2026-10-22
Belleair Asset Management, LLC
NEW
Shares8,405
Change+8,405
Value$314.9K
Filed 2026-11-03
Hurley Capital, LLC
NEW
Shares8,214
Change+8,214
Value$307.8K
Filed 2026-11-05
Triune Financial Partners, LLC
NEW
Shares8,045
Change+8,045
Value$301.4K
Filed 2026-11-03
Signal Advisors Wealth, LLC
NEW
Shares7,705
Change+7,705
Value$288.7K
Filed 2026-10-13
Oath Planning, LLC
NEW
Shares7,679
Change+7,679
Value$287.7K
Filed 2026-10-20
Acropolis Investment Management, LLC
NEW
Shares7,383
Change+7,383
Value$276.6K
Filed 2026-10-08
PNC Financial Services Group, Inc.
NEW
Shares7,345
Change+7,345
Value$275.2K
Filed 2026-11-06
Diversify Advisory Services, LLC
NEW
Shares6,939
Change+6,939
Value$265.6K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares6,939
Change+6,939
Value$265.6K
Filed 2026-10-20
Davenport & Co LLC
NEW
Shares6,738
Change+6,738
Value$252.5K
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
NEW
Shares6,402
Change+6,402
Value$239.8K
Filed 2026-11-05
Austin Wealth Management, LLC
NEW
Shares6,290
Change+6,290
Value$239.6K
Filed 2026-11-06
Bernicke Wealth Management, Ltd.
NEW
Shares6,159
Change+6,159
Value$230.8K
Filed 2026-11-06
Northwest Wealth Advisors, LLC
NEW
Shares6,108
Change+6,108
Value$228.9K
Filed 2026-11-02
Heritage Wealth Management, Inc. s
NEW
Shares6,107
Change+6,107
Value$228.8K
Filed 2026-11-06
McCarley & Cook Financial Planners
UNCHANGED
Shares6,035 from 6,035
Change0 (0%)
Value$226.1K (-$8.0K)
Filed 2026-10-21
RHL Group, LLC
NEW
Shares5,947
Change+5,947
Value$222.8K
Filed 2026-11-04
Claro Advisors Inc.
NEW
Shares5,847
Change+5,847
Value$219.1K
Filed 2026-11-02
Accel Wealth Management
NEW
Shares5,572
Change+5,572
Value$208.8K
Filed 2026-10-13
Mason & Associates, LLC
NEW
Shares5,465
Change+5,465
Value$204.8K
Filed 2026-10-26
Gilpin Wealth Management, LLC
NEW
Shares5,397
Change+5,397
Value$202.2K
Filed 2026-10-09
Brighton Jones LLC
NEW
Shares5,362
Change+5,362
Value$200.9K
Filed 2026-11-03
DecisionPoint Financial, LLC
NEW
Shares5,360
Change+5,360
Value$203.0K
Filed 2026-10-27
Washington Trust Advisors, Inc.
NEW
Shares4,034
Change+4,034
Value$151.2K
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares4,031
Change+4,031
Value$151.2K
Filed 2026-11-03
Signature Resources Capital Management, LLC
NEW
Shares3,382
Change+3,382
Value$126.7K
Filed 2026-10-16
Cullen T Bankers, Inc.
NEW
Shares3,200
Change+3,200
Value$119.9K
Filed 2026-10-28
Rachor Investment Advisory Services, LLC
NEW
Shares3,135
Change+3,135
Value$117.5K
Filed 2026-10-29
Coston, McIsaac & Partners
NEW
Shares3,021
Change+3,021
Value$113.2K
Filed 2026-11-06
Angeles Wealth Management, LLC
NEW
Shares2,910
Change+2,910
Value$109.0K
Filed 2026-10-26
Arlington Trust Co LLC
NEW
Shares2,813
Change+2,813
Value$105.4K
Filed 2026-10-20
Silverlake Wealth Management LLC
NEW
Shares2,729
Change+2,729
Value$211.3K
Filed 2026-10-21
American Capital Advisory, LLC
NEW
Shares2,370
Change+2,370
Value$88.8K
Filed 2026-10-28
Reyes Financial Architecture, Inc.
NEW
Shares2,342
Change+2,342
Value$87.8K
Filed 2026-10-22
Trellis Wealth Advisors LLC
NEW
Shares2,028
Change+2,028
Value$76.0K
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
NEW
Shares1,962
Change+1,962
Value$73.5K
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
NEW
Shares1,943
Change+1,943
Value$72.8K
Filed 2026-11-03
Oakworth Capital, Inc.
NEW
Shares1,759
Change+1,759
Value$65.9K
Filed 2026-10-26
Redwood Park Advisors LLC
NEW
Shares1,434
Change+1,434
Value$53.7K
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
NEW
Shares1,350
Change+1,350
Value$51.0K
Filed 2026-11-04
Jnba Financial Advisors
NEW
Shares1,312
Change+1,312
Value$49.2K
Filed 2026-11-03
Parkside Financial Bank & Trust
NEW
Shares1,173
Change+1,173
Value$44.0K
Filed 2026-10-27
Barrett & Company, Inc.
NEW
Shares1,046
Change+1,046
Value$39.2K
Filed 2026-10-22
US Bancorp \de\
NEW
Shares1,021
Change+1,021
Value$38.3K
Filed 2026-11-05
SJS Investment Consulting Inc.
NEW
Shares1,021
Change+1,021
Value$38.2K
Filed 2026-10-26
Acumen Wealth Advisors, LLC
NEW
Shares997
Change+997
Value$37.4K
Filed 2026-11-05
EverSource Wealth Advisors, LLC
NEW
Shares937
Change+937
Value$35.1K
Filed 2026-11-04
Blueline Advisors LLC
NEW
Shares904
Change+904
Value$33.9K
Filed 2026-10-15
Assetmark, Inc
NEW
Shares771
Change+771
Value$28.9K
Filed 2026-10-21
Horizon Financial Services, LLC
NEW
Shares744
Change+744
Value$27.9K
Filed 2026-11-04
Dorato Capital Management
NEW
Shares342
Change+342
Value$12.9K
Filed 2026-10-08
Simplex Trading, LLC
NEW
Shares333
Change+333
Value$12.5K
Filed 2026-11-04
Gables Capital Management Inc.
NEW
Shares288
Change+288
Value$10.8K
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
NEW
Shares209
Change+209
Value$7.8K
Filed 2026-11-03
JFS Wealth Advisors, LLC
NEW
Shares91
Change+91
Value$3.4K
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares82
Change+82
Value$3.1K
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares19
Change+19
Value$717
Filed 2026-10-15
Maryland Capital Advisors Inc.
NEW
Shares2
Change+2
Value$75
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares2
Change+2
Value$75
Filed 2026-10-27
Status
Savant Capital, LLC
NEW31,409,069—+31,409,069——$1.2B—2026-11-06
Mather Group, Llc.
NEW6,694,849—+6,694,849——$250.9M—2026-10-14
Ritholtz Wealth Management
NEW4,115,456—+4,115,456——$154.2M—2026-11-05
Modera Wealth Management, LLC
NEW3,031,067—+3,031,067——$113.6M—2026-10-28
LPL Financial LLC
NEW2,413,965—+2,413,965——$90.5M—2026-11-06
Creative Planning
NEW2,130,124—+2,130,124——$79.8M—2026-11-02
Arista Wealth Management, LLC
NEW2,100,853—+2,100,853——$78.7M—2026-10-29
Wealth Enhancement Advisory Services, LLC
NEW1,331,117—+1,331,117——$50.7M—2026-10-13
DiNuzzo Private Wealth, Inc.
NEW1,297,318—+1,297,318——$48.6M—2026-10-16
Stordahl Capital Management, Inc.
NEW912,709—+912,709——$34.2M—2026-10-22
Hassell Wealth Management, LLC
NEW783,516—+783,516——$29.4M—2026-10-19
Park Avenue Securities LLC
NEW742,946—+742,946——$27.8M—2026-10-26
Integrity Advisory Solutions, LLC
NEW703,722—+703,722——$26.4M—2026-10-29
Factor Wealth Management LTD
NEW663,113—+663,113——$24.8M—2026-10-08
Retirement Solution LLC
NEW654,275—+654,275——$24.5M—2026-10-27
Integris Wealth Management, LLC
NEW637,888—+637,888——$23.9M—2026-10-14
Chicago Partners Investment Group LLC
NEW621,335—+621,335——$24.1M—2026-10-27
Wealth Dimensions Group, Ltd.
NEW618,332—+618,332——$23.2M—2026-11-02
Commonwealth Equity Services, LLC
NEW589,931—+589,931——$22.1M—2026-11-02
Wealth Advisors Northwest LLC
NEW571,446—+571,446——$21.4M—2026-10-29
Perigon Wealth Management, LLC
NEW564,540—+564,540——$21.2M—2026-10-22
Apella Capital, LLC
NEW554,432—+554,432——$21.0M—2026-10-08
Elser Financial Planning, Inc
NEW539,399—+539,399——$20.2M—2026-10-16
Integrity Alliance, Llc.
NEW531,528—+531,528——$19.9M—2026-10-29
Krilogy Financial LLC
NEW468,484—+468,484——$17.8M—2026-10-13
Scratch Capital LLC
NEW446,728—+446,728——$16.7M—2026-11-02
Trust Co of the South
NEW433,715—+433,715——$16.3M—2026-10-21
Physician Wealth Solutions Inc.
NEW386,016—+386,016——$14.5M—2026-10-14
Avantax Planning Partners, Inc.
NEW379,309—+379,309——$14.2M—2026-11-03
XY Planning Network, Inc.
NEW378,659—+378,659——$14.2M—2026-10-14
RFG Advisory, LLC
NEW376,238—+376,238——$14.1M—2026-11-03
Avant Financial Advisors LLC
NEW371,873—+371,873——$13.9M—2026-11-02
Plancorp, LLC
NEW354,506—+354,506——$14.0M—2026-11-03
Kestra Advisory Services, LLC
NEW354,318—+354,318——$13.3M—2026-11-02
AdvisorNet Financial, Inc
NEW344,289—+344,289——$13.0M—2026-10-15
Abel Hall, LLC
NEW333,526—+333,526——$12.5M—2026-10-19
BOS Asset Management, LLC
NEW327,821—+327,821——$12.3M—2026-10-09
Truist Financial Corp
NEW325,002—+325,002——$12.2M—2026-10-30
Pinnacle Associates LTD
NEW312,283—+312,283——$11.7M—2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
NEW312,283—+312,283——$11.7M—2026-10-23
Ballentine Capital Advisors, Inc
NEW303,569—+303,569——$11.4M—2026-10-14
Cambridge Investment Research Advisors, Inc.
NEW302,284—+302,284——$11.3M—2026-11-02
Discipline Wealth Solutions, LLC
NEW301,098—+301,098——$11.3M—2026-10-14
Root Financial Partners, LLC
NEW299,604—+299,604——$11.2M—2026-10-21
Sterling Financial Planning, Inc.
NEW290,843—+290,843——$10.9M—2026-10-28
Tortoise Investment Management, LLC
NEW289,183—+289,183——$10.8M—2026-11-06
Vise Technologies, Inc.
NEW268,743—+268,743——$10.1M—2026-10-29
TCI Wealth Advisors, Inc.
NEW255,986—+255,986——$9.6M—2026-10-30
McLean Asset Management Corp
NEW240,583—+240,583——$9.3M—2026-11-06
Warburton Capital Management, LLC
NEW226,312—+226,312——$8.9M—2026-11-06
BIP Wealth, LLC
NEW218,734—+218,734——$8.2M—2026-10-22
Client 1ST Advisory Group, LLC
NEW205,352—+205,352——$7.7M—2026-10-19
Gradient Capital Advisors, LLC
NEW205,225—+205,225——$7.7M—2026-10-21
B&D White Capital Company, LLC
NEW190,336—+190,336——$7.1M—2026-11-02
Market Street Wealth Management Advisors LLC
NEW166,346—+166,346——$12.9M—2026-10-09
Cogent Strategic Wealth LLC
NEW157,094—+157,094——$5.9M—2026-10-22
Melfa Wealth Management, Inc.
NEW155,835—+155,835——$5.8M—2026-11-06
Level Financial Advisors
NEW151,962—+151,962——$5.7M—2026-10-13
Burk Holdings LLC
NEW149,092—+149,092——$5.6M—2026-11-05
Marquette Asset Management, LLC
NEW148,069—+148,069——$5.5M—2026-10-09
McMill Wealth Management
NEW138,780—+138,780——$5.2M—2026-11-05
Financial Symmetry Inc
NEW137,987—+137,987——$5.2M—2026-10-06
Apollon Wealth Management, LLC
NEW132,629—+132,629——$5.0M—2026-10-23
Merit Financial Group, LLC
NEW131,181—+131,181——$4.9M—2026-11-06
Forum Financial Management, LP
NEW130,899—+130,899——$4.9M—2026-10-16
Integrated Capital Management, Inc.
NEW128,235—+128,235——$4.8M—2026-10-09
Squire Investment Management Company, LLC
NEW124,664—+124,664——$4.7M—2026-11-03
Gibraltar Capital Management, Inc.
NEW117,955—+117,955——$4.4M—2026-10-27
Brookstone Capital Management
NEW114,091—+114,091——$4.3M—2026-10-22
Cravens & Co Advisors, LLC
NEW113,816—+113,816——$4.3M—2026-10-16
Quantum Financial Advisors, LLC
NEW112,560—+112,560——$4.2M—2026-11-03
Summit Wealth Group LLC / Co
NEW111,864—+111,864——$4.2M—2026-10-29
Able Financial Group, LLC
NEW102,927—+102,927——$3.9M—2026-10-14
Burton Enright Welch
NEW101,575—+101,575——$3.8M—2026-11-04
Royal Harbor Partners, LLC
NEW99,974—+99,974——$3.7M—2026-10-29
RAM Investment Partners, LLC
NEW98,424—+98,424——$3.7M—2026-10-21
Madrid Wealth Management, LLC
NEW96,979—+96,979——$3.6M—2026-10-23
Bayshore Asset Management, LLC
NEW96,232—+96,232——$3.7M—2026-11-03
Wealthcare Advisory Partners LLC
NEW87,421—+87,421——$3.3M—2026-10-21
Pettinga Financial Advisors LLC
NEW85,174—+85,174——$3.2M—2026-10-13
Outbound Financial Inc
NEW82,343—+82,343——$3.1M—2026-10-13
Citigroup Inc
NEW82,089—+82,089——$3.1M—2026-11-04
Kingswood Wealth Advisors, LLC
NEW78,850—+78,850——$3.0M—2026-10-23
Well Done, LLC
NEW78,521—+78,521——$6.1M—2026-10-20
Signaturefd, LLC
NEW75,779—+75,779——$2.8M—2026-10-23
Twin Cities Retirement Group LLC
NEW74,856—+74,856——$2.8M—2026-10-16
Legacy Financial Group, Inc.
NEW71,795—+71,795——$2.7M—2026-10-21
Northwest Wealth Management, LLC
NEW70,091—+70,091——$2.6M—2026-10-30
Quarry Hill Advisors, LLC
NEW69,944—+69,944——$2.6M—2026-11-04
GEM Asset Management, LLC
NEW66,065—+66,065——$2.5M—2026-10-13
Brady Martz Wealth Solutions, LLC
NEW64,069—+64,069——$2.4M—2026-11-05
Greenspring Advisors, LLC
NEW62,935—+62,935——$2.4M—2026-11-05
Evensky & Katz LLC
NEW61,569—+61,569——$2.3M—2026-10-27
HMV Wealth Advisors, LLC
NEW60,220—+60,220——$2.3M—2026-10-27
Triad Wealth Partners, LLC
NEW59,920—+59,920——$2.2M—2026-10-26
E6 Portfolios, LLC
NEW59,144—+59,144——$2.2M—2026-10-26
Approach Retirement Advisors, LLC
NEW58,841—+58,841——$2.2M—2026-10-22
Firethorn Wealth Partners, LLC
NEW57,570—+57,570——$2.2M—2026-10-14
True Wealth Design, LLC
NEW56,193—+56,193——$2.1M—2026-10-13
Rockwood Wealth Management, LLC
NEW56,179—+56,179——$2.1M—2026-10-27
Wedmont Private Capital
NEW55,642—+55,642——$2.1M—2026-10-09
Triangle Securities Wealth Management
NEW54,723—+54,723——$2.1M—2026-10-14
Founders Financial Securities LLC
NEW54,060—+54,060——$2.0M—2026-10-28
Sage Mountain Advisors LLC
NEW53,769—+53,769——$2.0M—2026-11-02
William Mack & Associates, Inc.
NEW53,754—+53,754——$2.0M—2026-10-27
Grant Private Wealth Management Inc
NEW51,757—+51,757——$1.9M—2026-10-19
Glass Jacobson Investment Advisors llc
NEW49,200—+49,200——$1.8M—2026-10-26
Willow Creek Wealth Management Inc.
NEW49,014—+49,014——$1.8M—2026-10-26
Studio Investment Management LLC
NEW48,865—+48,865——$1.8M—2026-10-22
Clear Harbor Asset Management, LLC
NEW47,322—+47,322——$1.8M—2026-11-05
Austin Asset Management Co Inc
NEW46,663—+46,663——$1.7M—2026-10-29
Valued Wealth Advisors LLC
NEW46,292—+46,292——$1.7M—2026-11-05
Quadcap Wealth Management, LLC
NEW45,563—+45,563——$1.7M—2026-11-02
Choreo, LLC
NEW45,128—+45,128——$1.7M—2026-10-28
Mission Wealth Management, LP
NEW44,725—+44,725——$1.7M—2026-10-15
Investmark Advisory Group LLC
NEW44,172—+44,172——$1.7M—2026-10-27
Canvas Wealth Advisors, LLC
NEW43,688—+43,688——$1.7M—2026-11-02
MGO One Seven LLC
NEW41,998—+41,998——$1.6M—2026-10-28
Flagstone Financial Management
NEW35,430—+35,430——$1.3M—2026-11-05
Shearwater Capital LLC
NEW34,777—+34,777——$1.3M—2026-10-13
Tandemgrowth Financial Advisors LLC
NEW34,263—+34,263——$1.3M—2026-11-05
HBE Wealth Management, LLC
NEW33,788—+33,788——$1.3M—2026-11-06
Alpha Advisors, LLC
NEW33,198—+33,198——$1.2M—2026-10-19
Private Advisory Group LLC
NEW32,227—+32,227——$1.2M—2026-11-06
McClarren Financial Advisors, Inc.
NEW31,356—+31,356——$1.2M—2026-10-15
Wilkerson Advisory Group LLC
NEW30,600—+30,600——$1.1M—2026-10-20
Petersen Hastings Wealth Advisors Inc.
NEW29,837—+29,837——$1.1M—2026-10-27
Ariadne Wealth Management, LP
NEW29,749—+29,749——$1.1M—2026-11-06
Prudent Man Investment Management, Inc.
NEW29,228—+29,228——$1.1M—2026-11-03
CPA Asset Management Group, LLC
NEW28,280—+28,280——$1.1M—2026-10-26
Earned Wealth Advisors, LLC
NEW27,795—+27,795——$1.0M—2026-11-06
Lauterbach Financial Advisors, LLC
NEW26,135—+26,135——$979.3K—2026-10-21
GEN Financial Management, Inc.
NEW25,954—+25,954——$972.5K—2026-10-13
Higgins & Schmidt Wealth Strategies LLC
NEW25,547—+25,547——$957.2K—2026-10-26
Diversified Trust Co
NEW24,796—+24,796——$929.1K—2026-11-06
Baker Ellis Asset Management LLC
NEW24,500—+24,500——$918.0K—2026-10-14
Concord Wealth Partners
NEW24,444—+24,444——$915.9K—2026-11-02
Clark Asset Management, LLC
NEW23,994—+23,994——$899.1K—2026-10-19
Vista Capital Partners, Inc.
NEW23,047—+23,047——$863.6K—2026-11-06
Compass Ion Advisors, LLC
NEW23,043—+23,043——$863.4K—2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW22,588—+22,588——$846.4K—2026-10-14
Redw Wealth LLC
NEW22,411—+22,411——$839.7K—2026-11-02
Powerhouse Assets LLC
NEW20,957—+20,957——$785.3K—2026-10-19
Cogent Private Wealth, Inc.
NEW20,089—+20,089——$752.7K—2026-11-06
Physician Wealth Advisors, Inc.
NEW19,800—+19,800——$741.9K—2026-10-20
Verisail Partners, LLC
NEW19,143—+19,143——$717.3K—2026-10-19
Bank of New York Mellon Corp
NEW18,944—+18,944——$709.8K—2026-11-05
Sensenig Capital Advisors, Inc
NEW18,231—+18,231——$683.1K—2026-10-23
Joel Isaacson & Co., LLC
NEW18,139—+18,139——$679.7K—2026-11-05
Aurelius Family Office LLC
NEW17,147—+17,147——$642.5K—2026-10-23
AlphaCore Capital LLC
NEW16,521—+16,521——$619.1K—2026-11-04
JDH Wealth Management, LLC
NEW16,228—+16,228——$608.1K—2026-10-20
Kestra Private Wealth Services, LLC
NEW15,698—+15,698——$588.2K—2026-11-06
Peirce Capital Management, LLC
NEW15,626—+15,626——$585.5K—2026-10-19
25 LLC
NEW15,356—+15,356——$575.4K—2026-10-13
SAX Wealth Advisors, LLC
NEW15,239—+15,239——$571.0K—2026-10-13
Cypress Point Wealth Management, LLC
NEW14,153—+14,153——$530.3K—2026-11-03
Essential Planning, Llc.
NEW13,645—+13,645——$511.3K—2026-10-21
Fonville Wealth Management LLC
NEW13,537—+13,537——$507.2K—2026-10-28
Live Oak Private Wealth LLC
NEW13,235—+13,235——$495.9K—2026-11-02
Clearstead Advisors, LLC
NEW13,040—+13,040——$488.6K—2026-11-06
Oakwell Private Wealth Management, LLC
NEW12,919—+12,919——$484.1K—2026-11-06
Waterway Wealth Management, LLC
NEW12,574—+12,574——$471.1K—2026-10-28
Yardley Wealth Management LLC
NEW12,569—+12,569——$471.0K—2026-10-23
Werba Rubin Papier Wealth Management
NEW12,555—+12,555——$470.4K—2026-11-06
Everest Financial Group LLC
NEW12,421—+12,421——$465.4K—2026-11-06
Lutz Financial Services LLC
NEW12,146—+12,146——$455.1K—2026-11-06
Tillman Hartley LLC
NEW11,780—+11,780——$441.4K—2026-11-06
Asset Dedication, LLC
NEW11,266—+11,266——$422.1K—2026-11-03
Family CFO Inc
NEW11,214—+11,214——$420.2K—2026-10-30
Voisard Asset Management Group, Inc.
NEW11,103—+11,103——$416.0K—2026-10-13
Selective Wealth Management, Inc.
NEW10,999—+10,999——$421.0K—2026-10-16
Liberty Capital Management, Inc.
NEW10,140—+10,140——$379.9K—2026-11-02
Elevate Wealth Advisory, Inc
NEW9,983—+9,983——$374.1K—2026-10-29
IFP Advisors, Inc
NEW9,877—+9,877——$370.1K—2026-10-16
Kaufman Rossin Wealth, LLC
NEW9,794—+9,794——$367.0K—2026-10-19
Clarity Capital Advisors, LLC
NEW9,793—+9,793——$366.9K—2026-10-27
Sensible Money, LLC
NEW9,734—+9,734——$364.7K—2026-10-20
Jacobi Capital Management LLC
NEW9,679—+9,679——$362.7K—2026-11-05
Allegiance Financial Group Advisory Services LLC
NEW9,558—+9,558——$358.1K—2026-11-02
Kondo Wealth Advisors, Inc.
NEW9,546—+9,546——$357.7K—2026-10-19
Simplicity Wealth,LLC
NEW9,518—+9,518——$356.6K—2026-10-23
Triumph Capital Management
NEW8,704—+8,704——$326.1K—2026-10-14
Abacus Planning Group, Inc.
NEW8,610—+8,610——$322.6K—2026-11-02
First Financial Group Corp
NEW8,508—+8,508——$318.8K—2026-10-22
Belleair Asset Management, LLC
NEW8,405—+8,405——$314.9K—2026-11-03
Hurley Capital, LLC
NEW8,214—+8,214——$307.8K—2026-11-05
Triune Financial Partners, LLC
NEW8,045—+8,045——$301.4K—2026-11-03
Signal Advisors Wealth, LLC
NEW7,705—+7,705——$288.7K—2026-10-13
Oath Planning, LLC
NEW7,679—+7,679——$287.7K—2026-10-20
Acropolis Investment Management, LLC
NEW7,383—+7,383——$276.6K—2026-10-08
PNC Financial Services Group, Inc.
NEW7,345—+7,345——$275.2K—2026-11-06
Diversify Advisory Services, LLC
NEW6,939—+6,939——$265.6K—2026-10-20
Diversify Wealth Management, LLC
NEW6,939—+6,939——$265.6K—2026-10-20
Davenport & Co LLC
NEW6,738—+6,738——$252.5K—2026-10-14
Mesirow Financial Investment Management, Inc.
NEW6,402—+6,402——$239.8K—2026-11-05
Austin Wealth Management, LLC
NEW6,290—+6,290——$239.6K—2026-11-06
Bernicke Wealth Management, Ltd.
NEW6,159—+6,159——$230.8K—2026-11-06
Northwest Wealth Advisors, LLC
NEW6,108—+6,108——$228.9K—2026-11-02
Heritage Wealth Management, Inc. s
NEW6,107—+6,107——$228.8K—2026-11-06
McCarley & Cook Financial Planners
UNCHANGED6,0356,03500%$234.1K$226.1K-$8.0K2026-10-21
RHL Group, LLC
NEW5,947—+5,947——$222.8K—2026-11-04
Claro Advisors Inc.
NEW5,847—+5,847——$219.1K—2026-11-02
Accel Wealth Management
NEW5,572—+5,572——$208.8K—2026-10-13
Mason & Associates, LLC
NEW5,465—+5,465——$204.8K—2026-10-26
Gilpin Wealth Management, LLC
NEW5,397—+5,397——$202.2K—2026-10-09
Brighton Jones LLC
NEW5,362—+5,362——$200.9K—2026-11-03
DecisionPoint Financial, LLC
NEW5,360—+5,360——$203.0K—2026-10-27
Washington Trust Advisors, Inc.
NEW4,034—+4,034——$151.2K—2026-10-22
Ascentis Independent Advisors
NEW4,031—+4,031——$151.2K—2026-11-03
Signature Resources Capital Management, LLC
NEW3,382—+3,382——$126.7K—2026-10-16
Cullen T Bankers, Inc.
NEW3,200—+3,200——$119.9K—2026-10-28
Rachor Investment Advisory Services, LLC
NEW3,135—+3,135——$117.5K—2026-10-29
Coston, McIsaac & Partners
NEW3,021—+3,021——$113.2K—2026-11-06
Angeles Wealth Management, LLC
NEW2,910—+2,910——$109.0K—2026-10-26
Arlington Trust Co LLC
NEW2,813—+2,813——$105.4K—2026-10-20
Silverlake Wealth Management LLC
NEW2,729—+2,729——$211.3K—2026-10-21
American Capital Advisory, LLC
NEW2,370—+2,370——$88.8K—2026-10-28
Reyes Financial Architecture, Inc.
NEW2,342—+2,342——$87.8K—2026-10-22
Trellis Wealth Advisors LLC
NEW2,028—+2,028——$76.0K—2026-10-19
Cherry Tree Wealth Management, LLC
NEW1,962—+1,962——$73.5K—2026-10-15
Ashton Thomas Private Wealth, LLC
NEW1,943—+1,943——$72.8K—2026-11-03
Oakworth Capital, Inc.
NEW1,759—+1,759——$65.9K—2026-10-26
Redwood Park Advisors LLC
NEW1,434—+1,434——$53.7K—2026-11-02
Hazlett, Burt & Watson, Inc.
NEW1,350—+1,350——$51.0K—2026-11-04
Jnba Financial Advisors
NEW1,312—+1,312——$49.2K—2026-11-03
Parkside Financial Bank & Trust
NEW1,173—+1,173——$44.0K—2026-10-27
Barrett & Company, Inc.
NEW1,046—+1,046——$39.2K—2026-10-22
US Bancorp \de\
NEW1,021—+1,021——$38.3K—2026-11-05
SJS Investment Consulting Inc.
NEW1,021—+1,021——$38.2K—2026-10-26
Acumen Wealth Advisors, LLC
NEW997—+997——$37.4K—2026-11-05
EverSource Wealth Advisors, LLC
NEW937—+937——$35.1K—2026-11-04
Blueline Advisors LLC
NEW904—+904——$33.9K—2026-10-15
Assetmark, Inc
NEW771—+771——$28.9K—2026-10-21
Horizon Financial Services, LLC
NEW744—+744——$27.9K—2026-11-04
Dorato Capital Management
NEW342—+342——$12.9K—2026-10-08
Simplex Trading, LLC
NEW333—+333——$12.5K—2026-11-04
Gables Capital Management Inc.
NEW288—+288——$10.8K—2026-11-04
Bay Harbor Wealth Management, LLC
NEW209—+209——$7.8K—2026-11-03
JFS Wealth Advisors, LLC
NEW91—+91——$3.4K—2026-11-03
Balance Wealth Partners LLC
NEW82—+82——$3.1K—2026-10-27
Blue Trust, Inc.
NEW19—+19——$717—2026-10-15
Maryland Capital Advisors Inc.
NEW2—+2——$75—2026-10-15
Latitude Advisors, LLC
NEW2—+2——$75—2026-10-27
Showing 244 of 244 institutions