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Dimensional US Core Equity M (DFAU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Annex Advisory Services, LLC
INCREASED
Shares4,776,681 from 4,358,982
Change+417,699 (+10%)
Value$250.1M (+$24.8M)
Filed 2026-10-16
RVW Wealth, LLC
DECREASED
Shares4,720,801 from 4,825,000
Change-104,199 (-2%)
Value$247.2M (-$2.2M)
Filed 2026-10-06
Sageworth Trust Co
DECREASED
Shares4,370,451 from 4,443,421
Change-72,970 (-2%)
Value$228.8M (-$843.6K)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares4,046,339 from 3,941,811
Change+104,528 (+3%)
Value$209.2M (+$5.4M)
Filed 2026-11-06
Aquire Wealth Advisors, LLC
INCREASED
Shares3,723,295 from 3,613,432
Change+109,863 (+3%)
Value$195.0M (+$8.2M)
Filed 2026-10-23
SYM Financial Corp
INCREASED
Shares3,712,112 from 3,036,703
Change+675,409 (+22%)
Value$194.4M (+$37.4M)
Filed 2026-10-26
Modera Wealth Management, LLC
INCREASED
Shares3,330,367 from 3,135,937
Change+194,430 (+6%)
Value$174.4M (+$12.3M)
Filed 2026-10-28
Kooman & Associates
INCREASED
Shares2,918,050 from 2,864,477
Change+53,573 (+2%)
Value$152.8M (+$4.7M)
Filed 2026-10-21
Spinnaker Investment Group, LLC
DECREASED
Shares2,634,989 from 2,645,051
Change-10,062 (0%)
Value$138.0M (+$1.2M)
Filed 2026-10-13
Blankinship & Foster, LLC
DECREASED
Shares2,553,215 from 2,582,272
Change-29,057 (-1%)
Value$133.7M (+$208.7K)
Filed 2026-10-19
Maseco LLP
INCREASED
Shares2,322,173 from 2,043,736
Change+278,437 (+14%)
Value$121.5M (+$15.9M)
Filed 2026-10-27
Arista Wealth Management, LLC
INCREASED
Shares2,168,710 from 2,104,785
Change+63,925 (+3%)
Value$113.6M (+$4.8M)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares2,161,278 from 2,130,305
Change+30,973 (+1%)
Value$115.2M (+$5.1M)
Filed 2026-10-08
Elser Financial Planning, Inc
INCREASED
Shares1,990,787 from 1,989,838
Change+949 (+0%)
Value$104.2M (+$1.4M)
Filed 2026-10-16
55 North Private Wealth, LLC
INCREASED
Shares1,828,740 from 1,796,907
Change+31,833 (+2%)
Value$95.8M (+$2.9M)
Filed 2026-10-20
Pioneer Wealth Management Group
INCREASED
Shares1,792,680 from 1,722,295
Change+70,385 (+4%)
Value$93.9M (+$4.8M)
Filed 2026-10-09
Krilogy Financial LLC
DECREASED
Shares1,374,950 from 1,664,175
Change-289,225 (-17%)
Value$73.4M (-$12.6M)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares1,252,015 from 1,250,136
Change+1,879 (+0%)
Value$65.6M (+$935.9K)
Filed 2026-10-23
Savant Capital, LLC
DECREASED
Shares1,219,145 from 2,107,505
Change-888,360 (-42%)
Value$63.8M (-$45.1M)
Filed 2026-11-06
Live Oak Private Wealth LLC
INCREASED
Shares1,214,868 from 803,153
Change+411,715 (+51%)
Value$63.6M (+$22.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,212,538 from 1,128,224
Change+84,314 (+7%)
Value$63.5M (+$5.2M)
Filed 2026-11-06
Amicus Financial Advisors, LLC
DECREASED
Shares1,150,100 from 1,175,114
Change-25,014 (-2%)
Value$60.2M (-$522.4K)
Filed 2026-11-03
Austin Wealth Management, LLC
INCREASED
Shares1,148,184 from 1,126,791
Change+21,393 (+2%)
Value$61.0M (+$3.0M)
Filed 2026-11-06
Meridian Wealth Partners, LLC
DECREASED
Shares1,126,277 from 1,134,778
Change-8,501 (-1%)
Value$59.0M (+$315.2K)
Filed 2026-11-09
Diversify Advisory Services, LLC
DECREASED
Shares1,095,502 from 1,097,631
Change-2,129 (0%)
Value$58.2M (+$1.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares1,095,502 from 1,097,631
Change-2,129 (0%)
Value$58.2M (+$1.9M)
Filed 2026-10-20
Plancorp, LLC
INCREASED
Shares1,064,155 from 868,094
Change+196,061 (+23%)
Value$55.6M (+$10.6M)
Filed 2026-11-03
AlphaStar Capital Management, LLC
INCREASED
Shares1,032,152 from 999,111
Change+33,041 (+3%)
Value$54.0M (+$2.4M)
Filed 2026-10-16
Essential Planning, Llc.
DECREASED
Shares1,015,597 from 1,077,468
Change-61,871 (-6%)
Value$53.2M (-$2.5M)
Filed 2026-10-21
Hill Island Financial LLC
DECREASED
Shares1,013,754 from 1,270,580
Change-256,826 (-20%)
Value$53.1M (-$12.6M)
Filed 2026-10-20
Brighton Jones LLC
DECREASED
Shares1,010,455 from 1,015,273
Change-4,818 (0%)
Value$52.9M (+$427.9K)
Filed 2026-11-03
TCP Asset Management, LLC
INCREASED
Shares991,324 from 958,294
Change+33,030 (+3%)
Value$52.4M (+$2.9M)
Filed 2026-10-14
Valued Wealth Advisors LLC
INCREASED
Shares985,028 from 959,941
Change+25,087 (+3%)
Value$51.6M (+$2.0M)
Filed 2026-11-05
Alpha Financial Advisors, LLC
DECREASED
Shares980,885 from 990,171
Change-9,286 (-1%)
Value$51.4M (+$177.2K)
Filed 2026-11-09
SC&H Financial Advisors, Inc.
INCREASED
Shares913,483 from 883,580
Change+29,903 (+3%)
Value$47.8M (+$2.2M)
Filed 2026-10-14
AdvisorNet Financial, Inc
DECREASED
Shares860,818 from 933,907
Change-73,089 (-8%)
Value$45.5M (-$2.8M)
Filed 2026-10-15
ACT Advisors, Llc.
INCREASED
Shares835,665 from 815,514
Change+20,151 (+2%)
Value$43.8M (+$1.6M)
Filed 2026-10-15
Private Wealth Management Group, LLC
INCREASED
Shares833,464 from 708,536
Change+124,928 (+18%)
Value$43.6M (+$7.0M)
Filed 2026-10-19
Fonville Wealth Management LLC
DECREASED
Shares819,858 from 840,001
Change-20,143 (-2%)
Value$42.9M (-$491.9K)
Filed 2026-10-28
Two West Capital Advisors LLC
DECREASED
Shares786,944 from 790,439
Change-3,495 (0%)
Value$41.3M (+$690.1K)
Filed 2026-10-15
Highland Financial Advisors, LLC
DECREASED
Shares781,650 from 794,482
Change-12,832 (-2%)
Value$40.9M (-$139.6K)
Filed 2026-10-19
Timonier Family Office, Ltd.
DECREASED
Shares776,172 from 790,436
Change-14,264 (-2%)
Value$40.6M (-$217.3K)
Filed 2026-11-03
Prudent Investor Advisors, LLC
NEW
Shares765,672
Change+765,672
Value$40.1M
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares765,507 from 1,254,532
Change-489,025 (-39%)
Value$40.1M (-$24.8M)
Filed 2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED
Shares755,804 from 710,366
Change+45,438 (+6%)
Value$39.6M (+$2.9M)
Filed 2026-11-03
Yardley Wealth Management LLC
INCREASED
Shares752,735 from 731,553
Change+21,182 (+3%)
Value$39.4M (+$1.6M)
Filed 2026-10-23
Physician Wealth Solutions Inc.
DECREASED
Shares734,118 from 735,418
Change-1,300 (0%)
Value$38.4M (+$424.7K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares705,956 from 705,296
Change+660 (+0%)
Value$37.0M (+$507.1K)
Filed 2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares689,737 from 673,456
Change+16,281 (+2%)
Value$36.1M (+$1.3M)
Filed 2026-11-02
BCM Advisors, LLC
DECREASED
Shares652,954 from 1,157,030
Change-504,076 (-44%)
Value$34.1M (-$25.2M)
Filed 2026-11-03
Kure Advisory, LLC
INCREASED
Shares637,601 from 630,484
Change+7,117 (+1%)
Value$33.4M (+$795.1K)
Filed 2026-10-08
Keystone Financial Group, Inc.
DECREASED
Shares618,578 from 620,943
Change-2,365 (0%)
Value$32.4M (+$292.2K)
Filed 2026-10-13
M Wealth Management, LLC
INCREASED
Shares605,281 from 596,038
Change+9,243 (+2%)
Value$31.7M (+$883.3K)
Filed 2026-10-14
Heritage Investment Group, Inc.
DECREASED
Shares578,650 from 579,824
Change-1,174 (0%)
Value$30.3M (+$327.0K)
Filed 2026-11-03
Shira Ridge Wealth Management
DECREASED
Shares565,399 from 568,889
Change-3,490 (-1%)
Value$29.6M (+$198.4K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares558,577 from 530,831
Change+27,746 (+5%)
Value$29.2M (+$5.3M)
Filed 2026-10-13
AWM Capital, LLC
DECREASED
Shares555,381 from 567,016
Change-11,635 (-2%)
Value$29.1M (-$229.3K)
Filed 2026-10-16
Morling Financial Advisors, LLC
INCREASED
Shares550,112 from 540,576
Change+9,536 (+2%)
Value$28.8M (+$861.5K)
Filed 2026-10-28
Entrewealth, LLC
INCREASED
Shares549,821 from 511,377
Change+38,444 (+8%)
Value$28.8M (+$1.6M)
Filed 2026-10-14
Larry Mathis Financial Planning, LLC
INCREASED
Shares539,287 from 255,415
Change+283,872 (+111%)
Value$28.2M (+$15.0M)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares500,476 from 28,957
Change+471,519 (+1628%)
Value$26.2M (+$24.7M)
Filed 2026-11-06
Quantum Financial Advisors, LLC
INCREASED
Shares498,652 from 494,933
Change+3,719 (+1%)
Value$26.1M (+$526.3K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares489,893 from 498,319
Change-8,426 (-2%)
Value$25.7M (-$107.3K)
Filed 2026-11-03
Tassel Capital Management, Inc.
INCREASED
Shares476,982 from 466,873
Change+10,109 (+2%)
Value$25.0M (+$842.1K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares441,881 from 404,131
Change+37,750 (+9%)
Value$23.1M (+$2.2M)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares435,509 from 522,024
Change-86,515 (-17%)
Value$22.8M (-$4.2M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares421,904 from 419,019
Change+2,885 (+1%)
Value$22.1M (+$432.0K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares419,923 from 402,435
Change+17,488 (+4%)
Value$22.0M (+$1.2M)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares415,787 from 413,676
Change+2,111 (+1%)
Value$21.8M (+$387.7K)
Filed 2026-10-22
Tortoise Investment Management, LLC
DECREASED
Shares402,521 from 404,352
Change-1,831 (0%)
Value$21.1M (+$175.1K)
Filed 2026-11-06
Sollinda Capital Management LLC
INCREASED
Shares399,961 from 377,167
Change+22,794 (+6%)
Value$20.9M (+$1.4M)
Filed 2026-11-09
Maryland Capital Advisors Inc.
INCREASED
Shares397,312 from 378,629
Change+18,683 (+5%)
Value$20.8M (+$1.2M)
Filed 2026-10-15
Willow Creek Wealth Management Inc.
DECREASED
Shares379,157 from 383,980
Change-4,823 (-1%)
Value$19.9M (+$4.7K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
DECREASED
Shares376,658 from 379,438
Change-2,780 (-1%)
Value$19.7M (+$108.7K)
Filed 2026-10-20
Prudent Man Investment Management, Inc.
INCREASED
Shares355,962 from 340,877
Change+15,085 (+4%)
Value$18.6M (+$2.7M)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares350,632 from 174,146
Change+176,486 (+101%)
Value$18.4M (+$9.4M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares340,585 from 301,432
Change+39,153 (+13%)
Value$18.1M (+$2.4M)
Filed 2026-10-13
Security Financial Services, Inc.
DECREASED
Shares331,324 from 332,958
Change-1,634 (0%)
Value$17.3M (+$137.5K)
Filed 2026-10-29
Weinberger Asset Management, Inc
INCREASED
Shares328,854 from 321,265
Change+7,589 (+2%)
Value$17.2M (+$583.7K)
Filed 2026-10-28
Hutchinson Capital Management
INCREASED
Shares326,992 from 301,928
Change+25,064 (+8%)
Value$17.1M (+$1.5M)
Filed 2026-11-09
North Capital, Inc.
INCREASED
Shares321,724 from 314,380
Change+7,344 (+2%)
Value$17.2M (+$930.1K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares319,438 from 297,450
Change+21,988 (+7%)
Value$16.7M (+$1.4M)
Filed 2026-10-08
Navigoe, LLC
INCREASED
Shares317,351 from 316,252
Change+1,099 (+0%)
Value$16.6M (+$269.0K)
Filed 2026-11-04
Clarity Capital Advisors, LLC
INCREASED
Shares312,998 from 312,273
Change+725 (+0%)
Value$16.4M (+$247.2K)
Filed 2026-10-27
Legacy Financial Group, Inc.
DECREASED
Shares309,434 from 310,597
Change-1,163 (0%)
Value$16.2M (+$147.2K)
Filed 2026-10-21
Ledgewood Wealth Advisors, LLC
DECREASED
Shares308,998 from 318,174
Change-9,176 (-3%)
Value$16.2M (-$267.3K)
Filed 2026-10-09
Great Point Wealth Advisors, LLC
DECREASED
Shares305,114 from 306,263
Change-1,149 (0%)
Value$16.0M (+$145.0K)
Filed 2026-10-15
Centennial Bank
INCREASED
Shares275,657 from 269,084
Change+6,573 (+2%)
Value$14.4M (+$524.4K)
Filed 2026-11-09
XY Planning Network, Inc.
INCREASED
Shares271,683 from 41,643
Change+230,040 (+552%)
Value$14.2M (+$12.1M)
Filed 2026-10-14
Lauer Wealth, LLC
INCREASED
Shares264,037 from 251,668
Change+12,369 (+5%)
Value$14.0M (+$959.7K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares260,960 from 232,961
Change+27,999 (+12%)
Value$13.7M (+$1.6M)
Filed 2026-10-23
Canopy Partners, LLC
INCREASED
Shares257,033 from 252,296
Change+4,737 (+2%)
Value$13.5M (+$417.1K)
Filed 2026-10-28
Firethorn Wealth Partners, LLC
DECREASED
Shares250,722 from 251,920
Change-1,198 (0%)
Value$13.1M (+$106.1K)
Filed 2026-10-14
Johnson Wealth Management, LLC
INCREASED
Shares248,578 from 247,940
Change+638 (+0%)
Value$13.0M (+$199.5K)
Filed 2026-11-09
First Financial Group Corp
DECREASED
Shares248,196 from 251,177
Change-2,981 (-1%)
Value$13.0M (+$12.2K)
Filed 2026-10-22
Cherrydale Wealth Management, LLC
DECREASED
Shares247,301 from 247,700
Change-399 (0%)
Value$12.9M (+$145.1K)
Filed 2026-10-20
Semitam Bonam LLC
INCREASED
Shares244,622 from 193,912
Change+50,710 (+26%)
Value$12.8M (+$2.8M)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares244,342 from 246,034
Change-1,692 (-1%)
Value$12.8M (+$76.3K)
Filed 2026-10-16
Prodigy Asset Management LLC
INCREASED
Shares233,190 from 228,674
Change+4,516 (+2%)
Value$12.2M (+$389.7K)
Filed 2026-10-28
Oak Wealth Advisors LLC
INCREASED
Shares225,640 from 223,132
Change+2,508 (+1%)
Value$11.8M (+$280.8K)
Filed 2026-11-09
Pacific Asset Management, LLC
INCREASED
Shares217,976 from 211,750
Change+6,226 (+3%)
Value$11.4M (+$467.9K)
Filed 2026-10-15
Indivisible Partners
NEW
Shares216,026
Change+216,026
Value$11.3M
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares214,864 from 298,918
Change-84,054 (-28%)
Value$11.3M (-$4.2M)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED
Shares213,847 from 213,844
Change+3 (0%)
Value$11.2M (+$143.5K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares207,614 from 200,272
Change+7,342 (+4%)
Value$10.9M (+$518.6K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares205,706 from 201,633
Change+4,073 (+2%)
Value$10.8M (+$348.4K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares203,187 from 201,280
Change+1,907 (+1%)
Value$10.6M (+$345.5K)
Filed 2026-10-27
FinDec Wealth Services, Inc.
DECREASED
Shares202,317 from 202,390
Change-73 (0%)
Value$10.6M (+$131.8K)
Filed 2026-10-30
International Private Wealth Advisors LLC
INCREASED
Shares200,838 from 187,100
Change+13,738 (+7%)
Value$10.5M (+$844.7K)
Filed 2026-11-05
American Capital Advisory, LLC
INCREASED
Shares195,504 from 188,177
Change+7,327 (+4%)
Value$10.2M (+$509.7K)
Filed 2026-10-28
My Personal CFO, LLC
INCREASED
Shares194,176 from 171,829
Change+22,347 (+13%)
Value$10.2M (+$1.3M)
Filed 2026-10-14
Kennedy Investment Group, Inc.
INCREASED
Shares192,924 from 182,548
Change+10,376 (+6%)
Value$10.1M (+$665.6K)
Filed 2026-10-21
Root Financial Partners, LLC
DECREASED
Shares190,985 from 194,759
Change-3,774 (-2%)
Value$10.0M (-$67.1K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares180,957 from 178,631
Change+2,326 (+1%)
Value$9.5M (+$257.9K)
Filed 2026-10-30
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares174,794 from 232,186
Change-57,392 (-25%)
Value$9.2M (-$2.8M)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares174,604 from 175,068
Change-464 (0%)
Value$9.1M (+$93.0K)
Filed 2026-10-19
Forteris Wealth Management Inc.
INCREASED
Shares174,371 from 172,682
Change+1,689 (+1%)
Value$9.1M (+$204.1K)
Filed 2026-10-13
Syverson Strege & Co
DECREASED
Shares173,939 from 201,662
Change-27,723 (-14%)
Value$9.1M (-$1.3M)
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares165,210 from 112,843
Change+52,367 (+46%)
Value$8.8M (+$2.9M)
Filed 2026-10-20
Mattern Wealth Management LLC
INCREASED
Shares163,389 from 161,282
Change+2,107 (+1%)
Value$8.6M (+$218.4K)
Filed 2026-11-04
Aspen Wealth Management LLC
DECREASED
Shares162,258 from 162,547
Change-289 (0%)
Value$8.5M (+$93.8K)
Filed 2026-10-14
Diversified Portfolios, Inc.
DECREASED
Shares160,946 from 162,068
Change-1,122 (-1%)
Value$8.4M (+$49.8K)
Filed 2026-11-04
3 Factor Indexing, LLC
UNCHANGED
Shares160,460 from 160,460
Change0 (0%)
Value$8.4M (+$107.5K)
Filed 2026-10-15
Morton Capital Management LLC
INCREASED
Shares150,681 from 150,195
Change+486 (+0%)
Value$7.9M (+$126.1K)
Filed 2026-10-23
Granville Capital, Inc.
NEW
Shares149,907
Change+149,907
Value$7.8M
Filed 2026-11-05
Summit Wealth Group LLC / Co
DECREASED
Shares149,498 from 152,412
Change-2,914 (-2%)
Value$7.8M (-$50.5K)
Filed 2026-10-29
GEM Asset Management, LLC
DECREASED
Shares146,588 from 147,986
Change-1,398 (-1%)
Value$7.7M (+$26.0K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
INCREASED
Shares145,727 from 145,522
Change+205 (+0%)
Value$7.6M (+$108.2K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares145,589 from 140,337
Change+5,252 (+4%)
Value$7.6M (+$369.0K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares144,135 from 130,865
Change+13,270 (+10%)
Value$7.5M (+$782.5K)
Filed 2026-10-16
Hardy Reed LLC
UNCHANGED
Shares140,652 from 140,652
Change0 (0%)
Value$7.4M (+$94.2K)
Filed 2026-11-06
Wealth Advisors Northwest LLC
INCREASED
Shares138,528 from 137,605
Change+923 (+1%)
Value$7.3M (+$140.5K)
Filed 2026-10-29
Croban
DECREASED
Shares137,596 from 137,823
Change-227 (0%)
Value$7.2M (+$81.8K)
Filed 2026-11-09
JDH Wealth Management, LLC
DECREASED
Shares132,879 from 137,571
Change-4,692 (-3%)
Value$7.0M (-$153.5K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares132,195 from 128,805
Change+3,390 (+3%)
Value$6.9M (+$263.8K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares124,626 from 123,997
Change+629 (+1%)
Value$6.5M (+$116.0K)
Filed 2026-10-30
Level Wealth Management LLC
DECREASED
Shares122,867 from 128,693
Change-5,826 (-5%)
Value$6.4M (-$218.8K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
UNCHANGED
Shares122,778 from 122,778
Change0 (0%)
Value$6.4M (+$82.3K)
Filed 2026-10-23
Dodds Wealth, LLC
DECREASED
Shares121,580 from 122,830
Change-1,250 (-1%)
Value$6.4M (+$16.8K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
DECREASED
Shares121,167 from 122,318
Change-1,151 (-1%)
Value$6.3M (+$21.7K)
Filed 2026-10-16
RFG Advisory, LLC
DECREASED
Shares118,356 from 118,752
Change-396 (0%)
Value$6.2M (+$58.8K)
Filed 2026-11-03
Waterfront Wealth Inc.
DECREASED
Shares118,118 from 120,660
Change-2,542 (-2%)
Value$6.2M (-$48.2K)
Filed 2026-11-03
Andrews, Lucia Wealth Management LLC
INCREASED
Shares118,108 from 117,794
Change+314 (+0%)
Value$6.2M (+$95.4K)
Filed 2026-11-02
Cypress Point Wealth Management, LLC
DECREASED
Shares117,466 from 121,818
Change-4,352 (-4%)
Value$6.2M (-$146.2K)
Filed 2026-11-03
Alkeme Wealth, LLC
DECREASED
Shares116,856 from 117,208
Change-352 (0%)
Value$6.1M (+$60.1K)
Filed 2026-10-08
TCI Wealth Advisors, Inc.
INCREASED
Shares114,736 from 111,984
Change+2,752 (+2%)
Value$6.0M (+$219.1K)
Filed 2026-10-30
Robinson Smith Wealth Advisors LLC
INCREASED
Shares112,746 from 110,734
Change+2,012 (+2%)
Value$5.9M (+$179.5K)
Filed 2026-10-22
CSP Financial Group, LLC
INCREASED
Shares106,820 from 106,552
Change+268 (+0%)
Value$5.6M (+$85.4K)
Filed 2026-10-26
Tableaux LLC
INCREASED
Shares104,594 from 102,617
Change+1,977 (+2%)
Value$5.5M (+$172.3K)
Filed 2026-10-23
Strategic Wealth Advisors LLC
INCREASED
Shares99,560 from 82,320
Change+17,240 (+21%)
Value$5.2M (+$5.2M)
Filed 2026-11-06
Twin Cities Retirement Group LLC
INCREASED
Shares97,229 from 94,990
Change+2,239 (+2%)
Value$5.1M (+$180.8K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
DECREASED
Shares95,842 from 95,977
Change-135 (0%)
Value$5.0M (+$57.2K)
Filed 2026-10-07
Market Street Wealth Management Advisors LLC
INCREASED
Shares95,158 from 92,522
Change+2,636 (+3%)
Value$5.0M (+$200.0K)
Filed 2026-10-09
BluePrint Investing LLC
UNCHANGED
Shares93,476 from 93,476
Change0 (0%)
Value$4.9M (+$62.6K)
Filed 2026-10-14
180 Wealth Advisors, LLC
INCREASED
Shares92,847 from 92,471
Change+376 (+0%)
Value$4.9M (+$81.6K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
DECREASED
Shares92,219 from 96,362
Change-4,143 (-4%)
Value$4.8M (-$152.3K)
Filed 2026-10-13
Milestone Asset Management Group, LLC
INCREASED
Shares89,277 from 76,277
Change+13,000 (+17%)
Value$4.7M (+$731.8K)
Filed 2026-10-20
G2 Capital Management, LLC / OH
INCREASED
Shares89,002 from 83,773
Change+5,229 (+6%)
Value$4.7M (+$329.9K)
Filed 2026-10-23
Seamount Financial Group Inc
INCREASED
Shares87,606 from 86,794
Change+812 (+1%)
Value$4.6M (+$100.7K)
Filed 2026-10-21
Retirement Solution LLC
DECREASED
Shares86,417 from 89,638
Change-3,221 (-4%)
Value$4.5M (-$108.6K)
Filed 2026-10-27
APS Management Group, Inc.
DECREASED
Shares86,203 from 124,657
Change-38,454 (-31%)
Value$4.5M (-$1.9M)
Filed 2026-10-14
Quarry Hill Advisors, LLC
INCREASED
Shares83,862 from 82,388
Change+1,474 (+2%)
Value$4.4M (+$132.4K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
INCREASED
Shares82,021 from 76,973
Change+5,048 (+7%)
Value$4.3M (+$315.9K)
Filed 2026-10-22
ARK & TLK Investments, LLC
DECREASED
Shares81,476 from 88,464
Change-6,988 (-8%)
Value$4.3M (-$306.6K)
Filed 2026-10-20
Cowa, LLC
DECREASED
Shares79,563 from 86,560
Change-6,997 (-8%)
Value$4.2M (-$308.4K)
Filed 2026-10-30
Burton Enright Welch
DECREASED
Shares79,350 from 79,505
Change-155 (0%)
Value$4.2M (+$45.1K)
Filed 2026-11-04
HighTower Advisors, LLC
INCREASED
Shares79,023 from 70,795
Change+8,228 (+12%)
Value$4.1M (+$478.2K)
Filed 2026-11-10
Sageworth Trust Co of South Dakota
UNCHANGED
Shares78,867 from 78,867
Change0 (0%)
Value$4.1M (+$52.8K)
Filed 2026-10-30
HFG Wealth Management, LLC
UNCHANGED
Shares78,396 from 78,396
Change0 (0%)
Value$4.1M ($0)
Filed 2026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares78,084 from 78,084
Change0 (0%)
Value$4.1M (+$52.3K)
Filed 2026-11-02
HMV Wealth Advisors, LLC
DECREASED
Shares77,497 from 77,607
Change-110 (0%)
Value$4.1M (+$46.2K)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares75,059 from 73,679
Change+1,380 (+2%)
Value$3.9M (+$121.6K)
Filed 2026-10-23
Investmark Advisory Group LLC
INCREASED
Shares73,522 from 72,950
Change+572 (+1%)
Value$3.8M (+$78.9K)
Filed 2026-10-27
SpringVest Wealth Management LLC
INCREASED
Shares70,889 from 66,872
Change+4,017 (+6%)
Value$3.7M (+$255.1K)
Filed 2026-10-27
SwitchPoint Financial Planning, LLC
DECREASED
Shares70,809 from 72,101
Change-1,292 (-2%)
Value$3.7M (-$19.3K)
Filed 2026-11-02
Concord Wealth Partners
INCREASED
Shares70,744 from 65,371
Change+5,373 (+8%)
Value$3.7M (+$325.1K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares69,691 from 71,884
Change-2,193 (-3%)
Value$3.6M (-$66.7K)
Filed 2026-10-21
Donalies Financial Planning, LLC
INCREASED
Shares69,593 from 66,287
Change+3,306 (+5%)
Value$3.6M (+$217.5K)
Filed 2026-10-19
Melfa Wealth Management, Inc.
INCREASED
Shares69,466 from 69,457
Change+9 (+0%)
Value$3.6M (+$47.0K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares69,010 from 12,844
Change+56,166 (+437%)
Value$3.6M (+$2.9M)
Filed 2026-11-06
Altiora Financial Group, LLC
INCREASED
Shares68,501 from 68,359
Change+142 (+0%)
Value$3.6M (+$53.2K)
Filed 2026-11-04
Versant Capital Management, Inc
DECREASED
Shares67,073 from 72,253
Change-5,180 (-7%)
Value$3.5M (-$222.8K)
Filed 2026-10-02
Catalyst Private Wealth, LLC
DECREASED
Shares66,571 from 67,068
Change-497 (-1%)
Value$3.5M (+$18.9K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
INCREASED
Shares62,835 from 54,597
Change+8,238 (+15%)
Value$3.3M (+$467.9K)
Filed 2026-11-06
Meritas Wealth Management, LLC
UNCHANGED
Shares62,102 from 62,102
Change0 (0%)
Value$3.3M (+$41.6K)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares61,821
Change+61,821
Value$3.2M
Filed 2026-11-04
Kane Co Wealth Management, Inc.
DECREASED
Shares61,217 from 62,017
Change-800 (-1%)
Value$3.2M (-$330)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED
Shares60,443 from 60,003
Change+440 (+1%)
Value$3.2M (+$63.2K)
Filed 2026-10-21
ERn Financial, LLC
DECREASED
Shares59,660 from 59,969
Change-309 (-1%)
Value$3.1M (+$24.0K)
Filed 2026-10-28
MB Generational Wealth, LLC
INCREASED
Shares59,038 from 46,544
Change+12,494 (+27%)
Value$3.1M (+$685.4K)
Filed 2026-11-09
Ballast Rock Private Wealth LLC
DECREASED
Shares57,093 from 59,866
Change-2,773 (-5%)
Value$3.0M (-$105.1K)
Filed 2026-10-26
First Citizens Bank & Trust Co
UNCHANGED
Shares56,510 from 56,510
Change0 (0%)
Value$3.0M (+$37.9K)
Filed 2026-10-14
Choreo, LLC
DECREASED
Shares54,863 from 55,093
Change-230 (0%)
Value$2.9M (+$24.9K)
Filed 2026-10-28
Woodside Wealth Management LLC
INCREASED
Shares53,689 from 43,894
Change+9,795 (+22%)
Value$2.8M (+$542.3K)
Filed 2026-10-16
Herold Advisors, Inc.
DECREASED
Shares53,046 from 54,267
Change-1,221 (-2%)
Value$2.8M (-$23.5K)
Filed 2026-10-19
Greenspring Advisors, LLC
INCREASED
Shares51,836 from 47,382
Change+4,454 (+9%)
Value$2.7M (+$265.0K)
Filed 2026-11-05
Pinnacle Financial Group, LLC / IL
DECREASED
Shares51,806 from 51,876
Change-70 (0%)
Value$2.7M (+$31.1K)
Filed 2026-10-29
Elevate Wealth Advisory, Inc
DECREASED
Shares50,681 from 52,418
Change-1,737 (-3%)
Value$2.7M (-$55.8K)
Filed 2026-10-29
Gutierrez Wealth Advisory, LLC
INCREASED
Shares49,826 from 35,725
Change+14,101 (+39%)
Value$2.6M (+$762.3K)
Filed 2026-11-02
Earned Wealth Advisors, LLC
DECREASED
Shares49,514 from 50,042
Change-528 (-1%)
Value$2.6M (+$5.9K)
Filed 2026-11-06
Cogent Strategic Wealth LLC
DECREASED
Shares49,052 from 49,594
Change-542 (-1%)
Value$2.6M (+$4.8K)
Filed 2026-10-22
Verisail Partners, LLC
UNCHANGED
Shares49,025 from 49,025
Change0 (0%)
Value$2.6M (+$32.8K)
Filed 2026-10-19
Capstone Wealth Management, LLC
DECREASED
Shares48,111 from 48,381
Change-270 (-1%)
Value$2.5M (+$18.3K)
Filed 2026-11-02
RCS Financial Planning, LLC
DECREASED
Shares44,364 from 50,501
Change-6,137 (-12%)
Value$2.3M (-$287.5K)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares43,433 from 35,752
Change+7,681 (+21%)
Value$2.3M (+$426.1K)
Filed 2026-10-26
Parkshore Wealth Management, Inc.
DECREASED
Shares42,871 from 44,210
Change-1,339 (-3%)
Value$2.2M (-$40.5K)
Filed 2026-10-13
Forum Financial Management, LP
DECREASED
Shares41,302 from 41,354
Change-52 (0%)
Value$2.2M (+$25.0K)
Filed 2026-10-16
Lionshead Wealth Management, LLC
INCREASED
Shares41,191 from 40,232
Change+959 (+2%)
Value$2.2M (+$77.2K)
Filed 2026-10-21
Hiley Hunt Wealth Management
DECREASED
Shares38,920 from 40,833
Change-1,913 (-5%)
Value$2.0M (-$72.8K)
Filed 2026-10-08
Cardiff Park Advisors, LLC
INCREASED
Shares37,967 from 37,933
Change+34 (+0%)
Value$2.0M (+$27.2K)
Filed 2026-11-09
Everest Financial Group LLC
INCREASED
Shares37,560 from 36,138
Change+1,422 (+4%)
Value$2.0M (+$98.7K)
Filed 2026-11-06
Vestia Personal Wealth Advisors
DECREASED
Shares37,008 from 39,753
Change-2,745 (-7%)
Value$1.9M (-$117.1K)
Filed 2026-10-20
Langley Wealth Management, LLC
INCREASED
Shares35,189 from 31,712
Change+3,477 (+11%)
Value$1.8M (+$203.3K)
Filed 2026-11-04
Olistico Wealth, LLC
UNCHANGED
Shares34,683 from 34,683
Change0 (0%)
Value$1.8M (+$23.3K)
Filed 2026-10-05
Forthright Family Wealth Advisory LLC
DECREASED
Shares34,634 from 34,823
Change-189 (-1%)
Value$1.8M (+$13.4K)
Filed 2026-11-03
Shore Point Advisors, LLC
DECREASED
Shares34,021 from 34,341
Change-320 (-1%)
Value$1.8M (+$6.2K)
Filed 2026-10-14
Factor Wealth Management LTD
DECREASED
Shares33,313 from 33,909
Change-596 (-2%)
Value$1.7M (-$8.5K)
Filed 2026-10-08
Financial Symmetry Inc
UNCHANGED
Shares33,065 from 33,065
Change0 (0%)
Value$1.7M (+$22.2K)
Filed 2026-10-06
Selective Wealth Management, Inc.
DECREASED
Shares32,238 from 32,436
Change-198 (-1%)
Value$1.7M (+$40.7K)
Filed 2026-10-16
Kaufman Rossin Wealth, LLC
INCREASED
Shares31,955 from 31,940
Change+15 (+0%)
Value$1.7M (+$12.9K)
Filed 2026-10-19
Retirement Guys Formula LLC
INCREASED
Shares31,522 from 31,269
Change+253 (+1%)
Value$1.7M (+$34.2K)
Filed 2026-10-26
Wealthfront Advisers LLC
INCREASED
Shares31,370 from 27,042
Change+4,328 (+16%)
Value$1.6M (+$244.7K)
Filed 2026-11-09
Sincerus Advisory, LLC
INCREASED
Shares31,018 from 28,148
Change+2,870 (+10%)
Value$1.6M (+$169.1K)
Filed 2026-10-09
Wescott Financial Advisory Group, LLC
INCREASED
Shares30,997 from 30,958
Change+39 (+0%)
Value$1.6M (+$22.8K)
Filed 2026-11-09
Sweeney & Michel, LLC
NEW
Shares30,168
Change+30,168
Value$1.6M
Filed 2026-10-16
Lauterbach Financial Advisors, LLC
DECREASED
Shares30,158 from 30,585
Change-427 (-1%)
Value$1.6M (-$1.9K)
Filed 2026-10-21
RHS Financial, LLC
INCREASED
Shares29,872 from 10,700
Change+19,172 (+179%)
Value$1.6M (+$1.0M)
Filed 2026-10-13
Bank of Montreal
INCREASED
Shares29,822 from 25,633
Change+4,189 (+16%)
Value$1.6M (+$236.5K)
Filed 2026-11-09
WealthSpring Partners, LLC
NEW
Shares28,777
Change+28,777
Value$1.5M
Filed 2026-10-14
Oceanside Advisors LLC
INCREASED
Shares28,766 from 28,332
Change+434 (+2%)
Value$1.5M (+$41.7K)
Filed 2026-11-03
Squire Investment Management Company, LLC
UNCHANGED
Shares28,448 from 28,448
Change0 (0%)
Value$1.5M (+$19.1K)
Filed 2026-11-03
Inscription Capital, LLC
UNCHANGED
Shares28,316 from 28,316
Change0 (0%)
Value$1.5M (+$19.0K)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
INCREASED
Shares27,075 from 26,887
Change+188 (+1%)
Value$1.4M (+$62.5K)
Filed 2026-10-19
US Bancorp \de\
UNCHANGED
Shares27,030 from 27,030
Change0 (0%)
Value$1.4M (+$18.1K)
Filed 2026-11-05
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares26,414 from 26,624
Change-210 (-1%)
Value$1.4M (+$6.8K)
Filed 2026-11-09
Evanson Financial, LLC
INCREASED
Shares25,329 from 25,195
Change+134 (+1%)
Value$1.3M (+$23.9K)
Filed 2026-10-23
Peirce Capital Management, LLC
DECREASED
Shares25,214 from 26,054
Change-840 (-3%)
Value$1.3M (-$26.5K)
Filed 2026-10-19
Prospera Financial Services Inc
DECREASED
Shares24,939 from 25,667
Change-728 (-3%)
Value$1.3M (-$23.4K)
Filed 2026-11-04
Balance Wealth Partners LLC
DECREASED
Shares24,880 from 25,041
Change-161 (-1%)
Value$1.3M (+$8.3K)
Filed 2026-10-27
Northwest Wealth Management, LLC
INCREASED
Shares24,771 from 23,098
Change+1,673 (+7%)
Value$1.3M (+$103.1K)
Filed 2026-10-30
USAdvisors Wealth Management, LLC
DECREASED
Shares23,877 from 23,912
Change-35 (0%)
Value$1.3M (+$14.0K)
Filed 2026-10-21
Powerhouse Assets LLC
DECREASED
Shares23,255 from 23,653
Change-398 (-2%)
Value$1.2M (-$5.0K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares22,785 from 21,845
Change+940 (+4%)
Value$1.2M (+$63.9K)
Filed 2026-10-14
Csenge Advisory Group
DECREASED
Shares22,494 from 22,516
Change-22 (0%)
Value$1.2M (+$14.0K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
DECREASED
Shares22,132 from 22,314
Change-182 (-1%)
Value$1.2M (+$5.4K)
Filed 2026-10-19
Warburton Capital Management, LLC
INCREASED
Shares21,823 from 21,816
Change+7 (+0%)
Value$1.1M (+$12.8K)
Filed 2026-11-06
Apollon Financial, LLC
DECREASED
Shares21,821 from 21,833
Change-12 (0%)
Value$1.1M (+$14.0K)
Filed 2026-10-23
Cullen T Bankers, Inc.
UNCHANGED
Shares20,994 from 20,994
Change0 (0%)
Value$1.1M (+$14.1K)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED
Shares20,317 from 19,985
Change+332 (+2%)
Value$1.1M (+$30.8K)
Filed 2026-10-05
Cascade Wealth Advisors, Inc
INCREASED
Shares20,221 from 19,942
Change+279 (+1%)
Value$1.0M (-$38.0K)
Filed 2026-11-09
Gould Asset Management LLC
DECREASED
Shares20,190 from 20,460
Change-270 (-1%)
Value$1.1M (-$429)
Filed 2026-11-06
Ares Financial Consulting, LLC
DECREASED
Shares20,164 from 21,124
Change-960 (-5%)
Value$1.1M (-$36.1K)
Filed 2026-10-19
Huntleigh Advisors, Inc.
DECREASED
Shares19,752 from 23,486
Change-3,734 (-16%)
Value$1.0M (-$179.9K)
Filed 2026-11-03
First National Bank Sioux Falls
UNCHANGED
Shares19,407 from 19,407
Change0 (0%)
Value$1.0M (+$75.3K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares19,347 from 19,176
Change+171 (+1%)
Value$1.0M (+$21.8K)
Filed 2026-10-20
Auxano Advisors, LLC
DECREASED
Shares18,565 from 20,925
Change-2,360 (-11%)
Value$972.0K (-$109.6K)
Filed 2026-11-06
Allodium Investment Consultants, LLC
DECREASED
Shares18,453 from 18,511
Change-58 (0%)
Value$966.2K (+$9.4K)
Filed 2026-10-14
Lexington Hill Partners, LLC
DECREASED
Shares17,741 from 28,417
Change-10,676 (-38%)
Value$928.9K (-$540.0K)
Filed 2026-10-13
SageOak Financial, LLC
UNCHANGED
Shares17,740 from 17,740
Change0 (0%)
Value$928.9K (+$11.9K)
Filed 2026-10-19
CGN Advisors LLC
DECREASED
Shares17,071 from 36,057
Change-18,986 (-53%)
Value$893.9K (-$969.9K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares17,020 from 17,374
Change-354 (-2%)
Value$891.2K (-$6.9K)
Filed 2026-10-28
Elco Management Co., LLC
UNCHANGED
Shares17,012 from 17,012
Change0 (0%)
Value$890.7K (+$11.4K)
Filed 2026-10-14
Colony Family Offices, LLC
UNCHANGED
Shares16,930 from 16,930
Change0 (0%)
Value$886.5K (+$11.3K)
Filed 2026-10-22
Mason & Associates, LLC
UNCHANGED
Shares16,909 from 16,909
Change0 (0%)
Value$885.4K (+$11.3K)
Filed 2026-10-26
City State Bank
INCREASED
Shares16,753 from 16,660
Change+93 (+1%)
Value$877.2K (+$16.0K)
Filed 2026-10-20
Davenport & Co LLC
UNCHANGED
Shares16,324 from 16,324
Change0 (0%)
Value$854.7K (+$10.9K)
Filed 2026-10-14
Optima Capital LLC
DECREASED
Shares15,968 from 16,265
Change-297 (-2%)
Value$836.1K (-$4.6K)
Filed 2026-10-29
Wheels Up Wealth, Inc.
UNCHANGED
Shares15,766 from 15,766
Change0 (0%)
Value$825.5K (+$10.6K)
Filed 2026-10-27
Strathmore Capital Advisors, Inc.
INCREASED
Shares15,722 from 11,782
Change+3,940 (+33%)
Value$800.4K (+$190.1K)
Filed 2026-11-09
Barrett & Company, Inc.
DECREASED
Shares15,497 from 16,246
Change-749 (-5%)
Value$811.4K (-$28.3K)
Filed 2026-10-22
Porter White Investment Advisors, Inc.
INCREASED
Shares14,926 from 7,438
Change+7,488 (+101%)
Value$781.6K (+$397.1K)
Filed 2026-10-14
Smith Salley Wealth Management
UNCHANGED
Shares14,727 from 14,727
Change0 (0%)
Value$771.1K (+$9.9K)
Filed 2026-11-03
First Financial Bankshares Inc
NEW
Shares14,647
Change+14,647
Value$766.9K
Filed 2026-11-10
Demming Financial Services Corp
INCREASED
Shares14,326 from 14,268
Change+58 (+0%)
Value$750.1K (+$12.6K)
Filed 2026-11-09
Rossby Financial, LCC
DECREASED
Shares13,805 from 13,882
Change-77 (-1%)
Value$722.8K (+$5.3K)
Filed 2026-11-05
Woodward Financial Advisors, Inc.
INCREASED
Shares13,641 from 13,605
Change+36 (+0%)
Value$714.2K (+$11.0K)
Filed 2026-10-19
Cardinal Point Capital Management ULC
INCREASED
Shares13,550 from 13,519
Change+31 (+0%)
Value$709.5K (+$10.7K)
Filed 2026-10-21
DecisionPoint Financial, LLC
DECREASED
Shares13,399 from 13,917
Change-518 (-4%)
Value$703.6K (-$14.7K)
Filed 2026-10-27
SLT Holdings LLC
INCREASED
Shares13,289 from 13,251
Change+38 (+0%)
Value$695.8K (+$10.9K)
Filed 2026-10-15
Rockwood Wealth Management, LLC
UNCHANGED
Shares13,131 from 13,131
Change0 (0%)
Value$687.5K (+$8.8K)
Filed 2026-10-27
Yoder Wealth Management, Inc.
DECREASED
Shares13,109 from 15,154
Change-2,045 (-13%)
Value$686.4K (-$96.9K)
Filed 2026-10-13
Financial Harvest, LLC
UNCHANGED
Shares12,575 from 12,575
Change0 (0%)
Value$658.4K (+$8.4K)
Filed 2026-10-15
Mather Group, Llc.
DECREASED
Shares12,555 from 19,408
Change-6,853 (-35%)
Value$657.4K (-$345.8K)
Filed 2026-10-14
Ballew Advisors, Inc
NEW
Shares12,532
Change+12,532
Value$662.7K
Filed 2026-10-05
Quadcap Wealth Management, LLC
DECREASED
Shares12,456 from 12,549
Change-93 (-1%)
Value$652.2K (+$3.5K)
Filed 2026-11-02
Triad Wealth Partners, LLC
DECREASED
Shares12,416 from 13,106
Change-690 (-5%)
Value$650.1K (-$37.4K)
Filed 2026-10-26
Cypress Wealth Services, LLC
INCREASED
Shares12,339 from 12,332
Change+7 (+0%)
Value$660.0K (+$22.6K)
Filed 2026-10-21
Bay Capital Advisors, LLC
DECREASED
Shares12,030 from 13,049
Change-1,019 (-8%)
Value$629.9K (-$44.6K)
Filed 2026-10-16
Facet Wealth, Inc.
DECREASED
Shares11,778 from 11,879
Change-101 (-1%)
Value$616.7K (+$2.7K)
Filed 2026-11-04
Triune Financial Partners, LLC
UNCHANGED
Shares11,616 from 11,616
Change0 (0%)
Value$608.2K (+$7.8K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares11,483
Change+11,483
Value$601.3K
Filed 2026-11-03
Dixon Fnancial Services, Inc.
INCREASED
Shares11,465 from 10,905
Change+560 (+5%)
Value$600.3K (+$36.7K)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares11,382 from 11,382
Change0 (0%)
Value$595.9K (+$7.6K)
Filed 2026-10-20
Aerodigm Wealth, LLC
UNCHANGED
Shares11,209 from 11,209
Change0 (0%)
Value$586.9K (+$7.5K)
Filed 2026-10-16
Titleist Asset Management, LLC
DECREASED
Shares10,898 from 16,558
Change-5,660 (-34%)
Value$570.6K (-$285.3K)
Filed 2026-10-08
May Hill Capital, LLC
INCREASED
Shares10,821 from 10,796
Change+25 (+0%)
Value$566.6K (+$8.5K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
NEW
Shares10,744
Change+10,744
Value$562.6K
Filed 2026-11-04
Freedom Financial Partners LLC
INCREASED
Shares10,718 from 10,697
Change+21 (+0%)
Value$561.2K (+$8.3K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares10,475 from 10,470
Change+5 (+0%)
Value$548.5K (+$7.3K)
Filed 2026-10-23
Patten & Patten Inc
UNCHANGED
Shares10,450 from 10,450
Change0 (0%)
Value$547.2K (+$7.0K)
Filed 2026-10-26
Luminvest Wealth Management LLC
UNCHANGED
Shares10,342 from 10,342
Change0 (0%)
Value$541.5K (+$6.9K)
Filed 2026-10-14
Summit Investment Advisors, Inc.\KS
DECREASED
Shares10,167 from 21,487
Change-11,320 (-53%)
Value$532.4K (-$578.3K)
Filed 2026-11-05
tru Independence LLC
INCREASED
Shares10,051 from 10,028
Change+23 (+0%)
Value$526.3K (+$7.9K)
Filed 2026-10-20
Beacon Financial Advisory LLC
INCREASED
Shares9,871 from 9,865
Change+6 (+0%)
Value$516.8K (+$6.9K)
Filed 2026-10-16
Tranquility Partners, LLC
INCREASED
Shares9,716 from 9,596
Change+120 (+1%)
Value$508.7K (+$12.7K)
Filed 2026-10-20
Lynch Investment Planning, LLC
DECREASED
Shares9,348 from 9,979
Change-631 (-6%)
Value$489.5K (-$26.4K)
Filed 2026-10-27
Spectrum Advisors, Inc.
UNCHANGED
Shares8,959 from 8,959
Change0 (0%)
Value$469.1K (+$6.0K)
Filed 2026-11-03
WMG Financial Advisors, LLC
UNCHANGED
Shares8,937 from 8,937
Change0 (0%)
Value$462.0K ($0)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares8,848 from 8,848
Change0 (0%)
Value$463.3K (+$5.9K)
Filed 2026-10-26
BIP Wealth, LLC
INCREASED
Shares8,796 from 5,457
Change+3,339 (+61%)
Value$460.6K (+$178.5K)
Filed 2026-10-22
Montis Financial, LLC
INCREASED
Shares8,740 from 8,666
Change+74 (+1%)
Value$457.6K (+$9.7K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
INCREASED
Shares8,724 from 8,105
Change+619 (+8%)
Value$456.8K (+$37.8K)
Filed 2026-11-04
Bayshore Asset Management, LLC
INCREASED
Shares8,711 from 8,705
Change+6 (+0%)
Value$465.3K (+$15.3K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares8,686 from 8,682
Change+4 (+0%)
Value$454.8K (+$6.0K)
Filed 2026-11-04
Sprinkle Financial Consultants LLC
INCREASED
Shares8,560 from 8,428
Change+132 (+2%)
Value$448.2K (+$12.5K)
Filed 2026-10-09
Ullmann Wealth Partners Group, LLC
DECREASED
Shares8,527 from 8,612
Change-85 (-1%)
Value$446.5K (+$1.3K)
Filed 2026-11-02
AA Financial Advisors, LLC
NEW
Shares8,442
Change+8,442
Value$442.0K
Filed 2026-10-19
Foundry Financial LLC
DECREASED
Shares8,336 from 10,548
Change-2,212 (-21%)
Value$436.5K (-$108.8K)
Filed 2026-10-16
Cornerstone Advisory, LLC
UNCHANGED
Shares8,196 from 8,196
Change0 (0%)
Value$429.1K (+$5.5K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares8,043 from 8,015
Change+28 (+0%)
Value$421.1K (+$6.8K)
Filed 2026-10-22
HBE Wealth Management, LLC
DECREASED
Shares8,033 from 10,274
Change-2,241 (-22%)
Value$420.6K (-$110.5K)
Filed 2026-11-06
Gordian Advisors LLC
INCREASED
Shares8,010 from 6,534
Change+1,476 (+23%)
Value$419.4K (+$81.6K)
Filed 2026-10-30
New Dimensions Wealth Management, LLC
UNCHANGED
Shares8,009 from 8,009
Change0 (0%)
Value$419.4K (+$5.4K)
Filed 2026-11-02
Oath Planning, LLC
DECREASED
Shares8,002 from 8,353
Change-351 (-4%)
Value$419.0K (-$12.8K)
Filed 2026-10-20
Private Advisory Group LLC
NEW
Shares7,841
Change+7,841
Value$410.6K
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares7,767 from 8,393
Change-626 (-7%)
Value$406.7K (-$27.2K)
Filed 2026-11-06
Riverchase Wealth Management, LLC
INCREASED
Shares7,638 from 7,597
Change+41 (+1%)
Value$399.9K (+$7.2K)
Filed 2026-10-28
Geneos Wealth Management Inc.
INCREASED
Shares7,539 from 1,876
Change+5,663 (+302%)
Value$394.8K (+$297.8K)
Filed 2026-11-09
Eclectic Associates Inc
DECREASED
Shares7,349 from 7,432
Change-83 (-1%)
Value$384.8K (+$647)
Filed 2026-10-09
Baker Boyer National Bank
UNCHANGED
Shares7,339 from 7,339
Change0 (0%)
Value$384.3K (+$4.9K)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares7,298 from 7,629
Change-331 (-4%)
Value$382.1K (-$12.2K)
Filed 2026-10-22
Silver Oak Advisory Group, Inc.
DECREASED
Shares7,033 from 7,500
Change-467 (-6%)
Value$368.2K (-$18.8K)
Filed 2026-11-06
Wedmont Private Capital
INCREASED
Shares6,948 from 6,659
Change+289 (+4%)
Value$369.4K (+$22.0K)
Filed 2026-10-09
Index Fund Advisors, Inc.
DECREASED
Shares6,941 from 6,942
Change-1 (0%)
Value$363.5K (+$4.6K)
Filed 2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares6,848 from 6,804
Change+44 (+1%)
Value$358.6K (+$6.9K)
Filed 2026-10-15
Great Valley Advisor Group, Inc.
UNCHANGED
Shares6,781 from 6,781
Change0 (0%)
Value$355.1K (+$4.5K)
Filed 2026-11-09
Liberty Capital Management, Inc.
UNCHANGED
Shares6,744 from 6,744
Change0 (0%)
Value$353.1K (+$4.5K)
Filed 2026-11-02
Cooper Financial Group
INCREASED
Shares6,716 from 6,713
Change+3 (+0%)
Value$351.6K (+$4.6K)
Filed 2026-10-07
Vawter Financial, Ltd.
UNCHANGED
Shares6,644 from 6,644
Change0 (0%)
Value$347.9K (+$4.5K)
Filed 2026-11-10
LAM Group, Inc.
DECREASED
Shares6,320 from 7,345
Change-1,025 (-14%)
Value$330.9K (-$48.7K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares6,302 from 6,287
Change+15 (+0%)
Value$330.0K (+$5.0K)
Filed 2026-10-23
Shearwater Capital LLC
UNCHANGED
Shares6,225 from 6,225
Change0 (0%)
Value$325.9K (+$4.2K)
Filed 2026-10-13
Friday Financial
UNCHANGED
Shares5,994 from 5,994
Change0 (0%)
Value$314.7K (+$4.8K)
Filed 2026-10-09
ARS Wealth Advisors Group, LLC
DECREASED
Shares5,960 from 7,850
Change-1,890 (-24%)
Value$312.1K (-$93.7K)
Filed 2026-10-16
Oakworth Capital, Inc.
UNCHANGED
Shares5,954 from 5,954
Change0 (0%)
Value$311.8K (+$4.5K)
Filed 2026-10-26
Ascent Group, LLC
UNCHANGED
Shares5,873 from 5,873
Change0 (0%)
Value$307.5K (+$3.9K)
Filed 2026-10-30
Builder Investment Group Inc
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$306.3K (+$3.9K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
DECREASED
Shares5,800 from 8,686
Change-2,886 (-33%)
Value$303.7K (-$145.3K)
Filed 2026-10-15
Peterson Wealth Advisors, LLC
INCREASED
Shares5,677 from 5,664
Change+13 (+0%)
Value$297.3K (+$4.5K)
Filed 2026-10-08
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares5,647 from 5,935
Change-288 (-5%)
Value$295.7K (-$11.1K)
Filed 2026-10-09
Nemes Rush Group LLC
INCREASED
Shares5,596 from 4,580
Change+1,016 (+22%)
Value$293.0K (+$56.2K)
Filed 2026-11-04
Emprise Bank
UNCHANGED
Shares5,549 from 5,549
Change0 (0%)
Value$290.5K (+$3.7K)
Filed 2026-10-07
Beacon Financial Strategies Corp
UNCHANGED
Shares5,451 from 5,451
Change0 (0%)
Value$285.4K (+$3.7K)
Filed 2026-10-14
Strategic Advisory Partners, LLC
UNCHANGED
Shares5,427 from 5,427
Change0 (0%)
Value$284.2K (+$3.6K)
Filed 2026-11-06
Family Office Research LLC
INCREASED
Shares5,392 from 5,389
Change+3 (+0%)
Value$282.4K (+$3.8K)
Filed 2026-10-14
Heritage Wealth Management, Inc. s
INCREASED
Shares5,336 from 4,969
Change+367 (+7%)
Value$279.4K (+$22.6K)
Filed 2026-11-06
Heritage Wealth Management, Inc.
DECREASED
Shares5,207 from 5,554
Change-347 (-6%)
Value$272.6K (-$14.4K)
Filed 2026-10-27
BOS Asset Management, LLC
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$259.7K (+$3.3K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
UNCHANGED
Shares4,932 from 4,932
Change0 (0%)
Value$258.2K (+$3.3K)
Filed 2026-10-29
Bryant Woods Investment Advisors, LLC
INCREASED
Shares4,918 from 4,554
Change+364 (+8%)
Value$257.5K (+$22.1K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares4,900 from 4,882
Change+18 (+0%)
Value$256.7K (+$5.2K)
Filed 2026-10-16
Lodestone Wealth Management LLC
DECREASED
Shares4,890 from 4,891
Change-1 (0%)
Value$256.1K (+$3.2K)
Filed 2026-10-14
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares4,866 from 4,139
Change+727 (+18%)
Value$254.8K (+$40.8K)
Filed 2026-10-26
Strategent Financial, LLC
UNCHANGED
Shares4,815 from 4,815
Change0 (0%)
Value$252.1K (+$3.2K)
Filed 2026-10-30
Texas Bank & Trust Co
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$246.1K (+$3.1K)
Filed 2026-11-04
Sunpointe, LLC
NEW
Shares4,699
Change+4,699
Value$246.1K
Filed 2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED
Shares4,676 from 4,676
Change0 (0%)
Value$244.8K (+$3.1K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED
Shares4,626 from 4,626
Change0 (0%)
Value$242.2K (+$3.1K)
Filed 2026-11-06
True Wealth Design, LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$240.9K (+$3.1K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
NEW
Shares4,488
Change+4,488
Value$235.0K
Filed 2026-10-14
Prosperitas Financial LLC
DECREASED
Shares4,443 from 4,513
Change-70 (-2%)
Value$232.6K (-$642)
Filed 2026-10-28
Simplicity Wealth,LLC
DECREASED
Shares4,428 from 4,471
Change-43 (-1%)
Value$231.9K (+$744)
Filed 2026-10-23
Heffernan Advisory, Inc
INCREASED
Shares4,385 from 4,375
Change+10 (+0%)
Value$229.6K (+$3.5K)
Filed 2026-10-13
Horizon Financial Services, LLC
INCREASED
Shares4,255 from 2,386
Change+1,869 (+78%)
Value$222.8K (+$99.5K)
Filed 2026-11-04
Parallel Advisors, LLC
UNCHANGED
Shares4,219 from 4,219
Change0 (0%)
Value$220.9K (+$2.8K)
Filed 2026-11-03
Fiduciary Alliance LLC
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$207.1K (+$2.7K)
Filed 2026-10-13
Planned Solutions, Inc.
UNCHANGED
Shares3,909 from 3,909
Change0 (0%)
Value$204.7K (+$2.6K)
Filed 2026-10-19
CWS Financial Advisors, LLC
DECREASED
Shares3,891 from 5,361
Change-1,470 (-27%)
Value$203.7K (-$73.4K)
Filed 2026-10-16
Opus Financial Solutions LLC
DECREASED
Shares3,880 from 4,660
Change-780 (-17%)
Value$203.2K (-$37.7K)
Filed 2026-11-06
Centurion Wealth Management LLC
NEW
Shares3,848
Change+3,848
Value$201.5K
Filed 2026-10-13
Harbour Investments, Inc.
DECREASED
Shares3,193 from 14,574
Change-11,381 (-78%)
Value$167.3K (-$586.2K)
Filed 2026-11-09
Salomon & Ludwin, LLC
UNCHANGED
Shares3,015 from 3,015
Change0 (0%)
Value$157.9K (+$2.3K)
Filed 2026-10-29
Pillar Financial Advisors, LLC
UNCHANGED
Shares2,820 from 2,820
Change0 (0%)
Value$147.6K (+$1.9K)
Filed 2026-10-21
Kings Path Partners LLC
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$123.2K (+$1.6K)
Filed 2026-10-21
Asset Dedication, LLC
INCREASED
Shares1,606 from 1,591
Change+15 (+1%)
Value$84.1K (+$1.9K)
Filed 2026-11-03
Godfrey Financial Associates, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$78.5K (+$1.0K)
Filed 2026-11-10
Arlington Trust Co LLC
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$72.0K (+$922)
Filed 2026-10-20
Phillips Financial Management, LLC
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$61.0K (+$814)
Filed 2026-10-19
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares1,060 from 1,069
Change-9 (-1%)
Value$55.5K (+$245)
Filed 2026-10-15
IAG Wealth Partners, LLC
NEW
Shares1,052
Change+1,052
Value$55.1K
Filed 2026-11-06
Tradewinds Capital Management, LLC
INCREASED
Shares807 from 805
Change+2 (+0%)
Value$42.3K (+$637)
Filed 2026-10-23
Compass Financial Management LLC
NEW
Shares684
Change+684
Value$35.8K
Filed 2026-10-30
Quent Capital, LLC
INCREASED
Shares579 from 171
Change+408 (+239%)
Value$29.5K (+$20.6K)
Filed 2026-11-09
Rydar Equities, Inc.
NEW
Shares555
Change+555
Value$29.6K
Filed 2026-10-13
Fortitude Family Office, LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$18.1K (+$251)
Filed 2026-10-14
Buck Wealth Strategies, LLC
INCREASED
Shares249 from 248
Change+1 (+0%)
Value$13.0K (+$197)
Filed 2026-10-28
Hurley Capital, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$9.1K (+$138)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$6.0K (+$91)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.2K (+$67)
Filed 2026-11-03
West Financial Advisors, LLC
DECREASED
Shares60 from 79
Change-19 (-24%)
Value$3.1K (-$942)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.0K (+$39)
Filed 2026-11-02
Burk Holdings LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.7K (+$34)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$35 (+$1)
Filed 2026-10-26
Pandowealth. LLC
CLOSED
Shares0 from 1,499,476
Change-1,499,476 (-100%)
Value$0 (-$61.1M)
Filed 2026-11-09
M Holdings Securities, Inc.
CLOSED
Shares0 from 33,326
Change-33,326 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
Fisher Asset Management, LLC
CLOSED
Shares0 from 7,326
Change-7,326 (-100%)
Value$0 (-$378.7K)
Filed 2026-11-06
Simon Quick Advisors, LLC
CLOSED
Shares0 from 7,188
Change-7,188 (-100%)
Value$0 (-$371.5K)
Filed 2026-10-26
Core Wealth Management, Inc.
CLOSED
Shares0 from 6,048
Change-6,048 (-100%)
Value$0 (-$312.6K)
Filed 2026-10-22
Central Trust Co
CLOSED
Shares0 from 4,914
Change-4,914 (-100%)
Value$0 (-$254.0K)
Filed 2026-11-05
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 4,774
Change-4,774 (-100%)
Value$0 (-$246.8K)
Filed 2026-10-16
VCI Wealth Management LLC
CLOSED
Shares0 from 4,418
Change-4,418 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-29
Navigate Wealth Management, LLC
CLOSED
Shares0 from 4,302
Change-4,302 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-14
Regions Financial Corp
CLOSED
Shares0 from 4,301
Change-4,301 (-100%)
Value$0 (-$222.3K)
Filed 2026-11-05
IFG Advisory, LLC
CLOSED
Shares0 from 3,773
Change-3,773 (-100%)
Value$0 (-$195.0K)
Filed 2026-11-09
Evolution Advisers, Inc.
CLOSED
Shares0 from 1,699
Change-1,699 (-100%)
Value$0 (-$87.0K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 1,266
Change-1,266 (-100%)
Value$0 (-$65.4K)
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$49.4K)
Filed 2026-10-15
UMB Bank, n.a.
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$47.6K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 684
Change-684 (-100%)
Value$0 (-$35.4K)
Filed 2026-10-13
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,607,402
Change-7,607,402 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,562,729
Change-4,562,729 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,539,244
Change-3,539,244 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,277,574
Change-3,277,574 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 3,259,597
Change-3,259,597 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,939,806
Change-2,939,806 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,402,356
Change-2,402,356 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,826,859
Change-1,826,859 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,777,063
Change-1,777,063 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,375,137
Change-1,375,137 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,142,829
Change-1,142,829 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 1,130,815
Change-1,130,815 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 1,108,237
Change-1,108,237 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,068,781
Change-1,068,781 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 1,060,382
Change-1,060,382 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 970,684
Change-970,684 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 948,466
Change-948,466 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 913,266
Change-913,266 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 900,201
Change-900,201 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 889,600
Change-889,600 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 747,813
Change-747,813 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 738,172
Change-738,172 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 727,590
Change-727,590 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 719,165
Change-719,165 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 702,119
Change-702,119 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 688,300
Change-688,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 648,320
Change-648,320 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 646,494
Change-646,494 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 629,305
Change-629,305 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 620,035
Change-620,035 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 584,237
Change-584,237 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 554,983
Change-554,983 (-100%)
Value—
Betterment LLC
N/A
Shares— from 536,301
Change-536,301 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 528,385
Change-528,385 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 524,562
Change-524,562 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 517,726
Change-517,726 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 491,652
Change-491,652 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 445,353
Change-445,353 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 421,038
Change-421,038 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 411,777
Change-411,777 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 359,514
Change-359,514 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 295,145
Change-295,145 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 270,773
Change-270,773 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 269,132
Change-269,132 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 265,605
Change-265,605 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 259,936
Change-259,936 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 228,534
Change-228,534 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 226,108
Change-226,108 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 216,757
Change-216,757 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 212,132
Change-212,132 (-100%)
Value—
Invst, LLC
N/A
Shares— from 202,649
Change-202,649 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 185,766
Change-185,766 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 170,133
Change-170,133 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 149,602
Change-149,602 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 148,605
Change-148,605 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 139,068
Change-139,068 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 138,404
Change-138,404 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 130,337
Change-130,337 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 124,918
Change-124,918 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 123,101
Change-123,101 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 120,928
Change-120,928 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 118,653
Change-118,653 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 115,989
Change-115,989 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 102,081
Change-102,081 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 98,578
Change-98,578 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 96,061
Change-96,061 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 93,280
Change-93,280 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 87,664
Change-87,664 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 85,685
Change-85,685 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 84,013
Change-84,013 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 80,002
Change-80,002 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 79,532
Change-79,532 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 78,377
Change-78,377 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 77,284
Change-77,284 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 75,208
Change-75,208 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 74,866
Change-74,866 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 71,843
Change-71,843 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 68,638
Change-68,638 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 67,664
Change-67,664 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 67,306
Change-67,306 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 61,940
Change-61,940 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 60,591
Change-60,591 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 58,237
Change-58,237 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 58,116
Change-58,116 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 55,498
Change-55,498 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 51,945
Change-51,945 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 51,072
Change-51,072 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 50,010
Change-50,010 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 49,844
Change-49,844 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 48,827
Change-48,827 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 42,666
Change-42,666 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 40,517
Change-40,517 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 40,412
Change-40,412 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 40,312
Change-40,312 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 39,298
Change-39,298 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 39,188
Change-39,188 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 38,438
Change-38,438 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 38,273
Change-38,273 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 36,958
Change-36,958 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 34,710
Change-34,710 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 33,828
Change-33,828 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 33,537
Change-33,537 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 33,344
Change-33,344 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 32,807
Change-32,807 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 31,772
Change-31,772 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 30,221
Change-30,221 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 28,670
Change-28,670 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 27,754
Change-27,754 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 26,580
Change-26,580 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 25,320
Change-25,320 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 24,838
Change-24,838 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 24,037
Change-24,037 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 23,827
Change-23,827 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 22,497
Change-22,497 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 22,281
Change-22,281 (-100%)
Value—
FMR LLC
N/A
Shares— from 21,935
Change-21,935 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 21,667
Change-21,667 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,168
Change-21,168 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 20,504
Change-20,504 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 19,063
Change-19,063 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 19,031
Change-19,031 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 18,504
Change-18,504 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 18,462
Change-18,462 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 18,324
Change-18,324 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 17,766
Change-17,766 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 17,626
Change-17,626 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,407
Change-17,407 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 17,359
Change-17,359 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 16,708
Change-16,708 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,728
Change-15,728 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,289
Change-15,289 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 15,227
Change-15,227 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,410
Change-14,410 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,356
Change-14,356 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,871
Change-12,871 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 12,864
Change-12,864 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 11,932
Change-11,932 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 11,887
Change-11,887 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 10,632
Change-10,632 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 9,860
Change-9,860 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,829
Change-9,829 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 8,641
Change-8,641 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 7,357
Change-7,357 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 7,268
Change-7,268 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,183
Change-7,183 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 6,595
Change-6,595 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,245
Change-6,245 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 6,139
Change-6,139 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,847
Change-5,847 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 918
Change-918 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 415
Change-415 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Status
Annex Advisory Services, LLC
INCREASED4,776,6814,358,982+417,699+10%$225.3M$250.1M+$24.8M2026-10-16
RVW Wealth, LLC
DECREASED4,720,8014,825,000-104,199-2%$249.4M$247.2M-$2.2M2026-10-06
Sageworth Trust Co
DECREASED4,370,4514,443,421-72,970-2%$229.7M$228.8M-$843.6K2026-10-30
Allworth Financial LP
INCREASED4,046,3393,941,811+104,528+3%$203.8M$209.2M+$5.4M2026-11-06
Aquire Wealth Advisors, LLC
INCREASED3,723,2953,613,432+109,863+3%$186.8M$195.0M+$8.2M2026-10-23
SYM Financial Corp
INCREASED3,712,1123,036,703+675,409+22%$157.0M$194.4M+$37.4M2026-10-26
Modera Wealth Management, LLC
INCREASED3,330,3673,135,937+194,430+6%$162.1M$174.4M+$12.3M2026-10-28
Kooman & Associates
INCREASED2,918,0502,864,477+53,573+2%$148.1M$152.8M+$4.7M2026-10-21
Spinnaker Investment Group, LLC
DECREASED2,634,9892,645,051-10,0620%$136.7M$138.0M+$1.2M2026-10-13
Blankinship & Foster, LLC
DECREASED2,553,2152,582,272-29,057-1%$133.5M$133.7M+$208.7K2026-10-19
Maseco LLP
INCREASED2,322,1732,043,736+278,437+14%$105.6M$121.5M+$15.9M2026-10-27
Arista Wealth Management, LLC
INCREASED2,168,7102,104,785+63,925+3%$108.8M$113.6M+$4.8M2026-10-29
Apella Capital, LLC
INCREASED2,161,2782,130,305+30,973+1%$110.2M$115.2M+$5.1M2026-10-08
Elser Financial Planning, Inc
INCREASED1,990,7871,989,838+949+0%$102.9M$104.2M+$1.4M2026-10-16
55 North Private Wealth, LLC
INCREASED1,828,7401,796,907+31,833+2%$92.9M$95.8M+$2.9M2026-10-20
Pioneer Wealth Management Group
INCREASED1,792,6801,722,295+70,385+4%$89.0M$93.9M+$4.8M2026-10-09
Krilogy Financial LLC
DECREASED1,374,9501,664,175-289,225-17%$86.0M$73.4M-$12.6M2026-10-13
HB Wealth Management, LLC
INCREASED1,252,0151,250,136+1,879+0%$64.6M$65.6M+$935.9K2026-10-23
Savant Capital, LLC
DECREASED1,219,1452,107,505-888,360-42%$109.0M$63.8M-$45.1M2026-11-06
Live Oak Private Wealth LLC
INCREASED1,214,868803,153+411,715+51%$41.5M$63.6M+$22.1M2026-11-02
LPL Financial LLC
INCREASED1,212,5381,128,224+84,314+7%$58.3M$63.5M+$5.2M2026-11-06
Amicus Financial Advisors, LLC
DECREASED1,150,1001,175,114-25,014-2%$60.7M$60.2M-$522.4K2026-11-03
Austin Wealth Management, LLC
INCREASED1,148,1841,126,791+21,393+2%$58.0M$61.0M+$3.0M2026-11-06
Meridian Wealth Partners, LLC
DECREASED1,126,2771,134,778-8,501-1%$58.7M$59.0M+$315.2K2026-11-09
Diversify Advisory Services, LLC
DECREASED1,095,5021,097,631-2,1290%$56.3M$58.2M+$1.9M2026-10-20
Diversify Wealth Management, LLC
DECREASED1,095,5021,097,631-2,1290%$56.3M$58.2M+$1.9M2026-10-20
Plancorp, LLC
INCREASED1,064,155868,094+196,061+23%$45.0M$55.6M+$10.6M2026-11-03
AlphaStar Capital Management, LLC
INCREASED1,032,152999,111+33,041+3%$51.6M$54.0M+$2.4M2026-10-16
Essential Planning, Llc.
DECREASED1,015,5971,077,468-61,871-6%$55.7M$53.2M-$2.5M2026-10-21
Hill Island Financial LLC
DECREASED1,013,7541,270,580-256,826-20%$65.7M$53.1M-$12.6M2026-10-20
Brighton Jones LLC
DECREASED1,010,4551,015,273-4,8180%$52.5M$52.9M+$427.9K2026-11-03
TCP Asset Management, LLC
INCREASED991,324958,294+33,030+3%$49.5M$52.4M+$2.9M2026-10-14
Valued Wealth Advisors LLC
INCREASED985,028959,941+25,087+3%$49.6M$51.6M+$2.0M2026-11-05
Alpha Financial Advisors, LLC
DECREASED980,885990,171-9,286-1%$51.2M$51.4M+$177.2K2026-11-09
SC&H Financial Advisors, Inc.
INCREASED913,483883,580+29,903+3%$45.7M$47.8M+$2.2M2026-10-14
AdvisorNet Financial, Inc
DECREASED860,818933,907-73,089-8%$48.3M$45.5M-$2.8M2026-10-15
ACT Advisors, Llc.
INCREASED835,665815,514+20,151+2%$42.2M$43.8M+$1.6M2026-10-15
Private Wealth Management Group, LLC
INCREASED833,464708,536+124,928+18%$36.6M$43.6M+$7.0M2026-10-19
Fonville Wealth Management LLC
DECREASED819,858840,001-20,143-2%$43.4M$42.9M-$491.9K2026-10-28
Two West Capital Advisors LLC
DECREASED786,944790,439-3,4950%$40.6M$41.3M+$690.1K2026-10-15
Highland Financial Advisors, LLC
DECREASED781,650794,482-12,832-2%$41.1M$40.9M-$139.6K2026-10-19
Timonier Family Office, Ltd.
DECREASED776,172790,436-14,264-2%$40.9M$40.6M-$217.3K2026-11-03
Prudent Investor Advisors, LLC
NEW765,672—+765,672——$40.1M—2026-10-22
Commonwealth Equity Services, LLC
DECREASED765,5071,254,532-489,025-39%$64.8M$40.1M-$24.8M2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED755,804710,366+45,438+6%$36.7M$39.6M+$2.9M2026-11-03
Yardley Wealth Management LLC
INCREASED752,735731,553+21,182+3%$37.8M$39.4M+$1.6M2026-10-23
Physician Wealth Solutions Inc.
DECREASED734,118735,418-1,3000%$38.0M$38.4M+$424.7K2026-10-14
Creative Planning
INCREASED705,956705,296+660+0%$36.5M$37.0M+$507.1K2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED689,737673,456+16,281+2%$34.8M$36.1M+$1.3M2026-11-02
BCM Advisors, LLC
DECREASED652,9541,157,030-504,076-44%$59.3M$34.1M-$25.2M2026-11-03
Kure Advisory, LLC
INCREASED637,601630,484+7,117+1%$32.6M$33.4M+$795.1K2026-10-08
Keystone Financial Group, Inc.
DECREASED618,578620,943-2,3650%$32.1M$32.4M+$292.2K2026-10-13
M Wealth Management, LLC
INCREASED605,281596,038+9,243+2%$30.8M$31.7M+$883.3K2026-10-14
Heritage Investment Group, Inc.
DECREASED578,650579,824-1,1740%$30.0M$30.3M+$327.0K2026-11-03
Shira Ridge Wealth Management
DECREASED565,399568,889-3,490-1%$29.4M$29.6M+$198.4K2026-10-09
SAX Wealth Advisors, LLC
INCREASED558,577530,831+27,746+5%$24.0M$29.2M+$5.3M2026-10-13
AWM Capital, LLC
DECREASED555,381567,016-11,635-2%$29.3M$29.1M-$229.3K2026-10-16
Morling Financial Advisors, LLC
INCREASED550,112540,576+9,536+2%$27.9M$28.8M+$861.5K2026-10-28
Entrewealth, LLC
INCREASED549,821511,377+38,444+8%$27.2M$28.8M+$1.6M2026-10-14
Larry Mathis Financial Planning, LLC
INCREASED539,287255,415+283,872+111%$13.2M$28.2M+$15.0M2026-10-26
Merit Financial Group, LLC
INCREASED500,47628,957+471,519+1628%$1.5M$26.2M+$24.7M2026-11-06
Quantum Financial Advisors, LLC
INCREASED498,652494,933+3,719+1%$25.6M$26.1M+$526.3K2026-11-03
JFS Wealth Advisors, LLC
DECREASED489,893498,319-8,426-2%$25.8M$25.7M-$107.3K2026-11-03
Tassel Capital Management, Inc.
INCREASED476,982466,873+10,109+2%$24.1M$25.0M+$842.1K2026-10-20
Park Avenue Securities LLC
INCREASED441,881404,131+37,750+9%$20.9M$23.1M+$2.2M2026-10-26
Mission Wealth Management, LP
DECREASED435,509522,024-86,515-17%$27.0M$22.8M-$4.2M2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED421,904419,019+2,885+1%$21.7M$22.1M+$432.0K2026-11-02
Jacobi Capital Management LLC
INCREASED419,923402,435+17,488+4%$20.8M$22.0M+$1.2M2026-11-05
Perigon Wealth Management, LLC
INCREASED415,787413,676+2,111+1%$21.4M$21.8M+$387.7K2026-10-22
Tortoise Investment Management, LLC
DECREASED402,521404,352-1,8310%$20.9M$21.1M+$175.1K2026-11-06
Sollinda Capital Management LLC
INCREASED399,961377,167+22,794+6%$19.5M$20.9M+$1.4M2026-11-09
Maryland Capital Advisors Inc.
INCREASED397,312378,629+18,683+5%$19.6M$20.8M+$1.2M2026-10-15
Willow Creek Wealth Management Inc.
DECREASED379,157383,980-4,823-1%$19.8M$19.9M+$4.7K2026-10-26
Physician Wealth Advisors, Inc.
DECREASED376,658379,438-2,780-1%$19.6M$19.7M+$108.7K2026-10-20
Prudent Man Investment Management, Inc.
INCREASED355,962340,877+15,085+4%$16.0M$18.6M+$2.7M2026-11-03
Lido Advisors, LLC
INCREASED350,632174,146+176,486+101%$9.0M$18.4M+$9.4M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED340,585301,432+39,153+13%$15.7M$18.1M+$2.4M2026-10-13
Security Financial Services, Inc.
DECREASED331,324332,958-1,6340%$17.2M$17.3M+$137.5K2026-10-29
Weinberger Asset Management, Inc
INCREASED328,854321,265+7,589+2%$16.6M$17.2M+$583.7K2026-10-28
Hutchinson Capital Management
INCREASED326,992301,928+25,064+8%$15.6M$17.1M+$1.5M2026-11-09
North Capital, Inc.
INCREASED321,724314,380+7,344+2%$16.3M$17.2M+$930.1K2026-10-16
Farther Finance Advisors, LLC
INCREASED319,438297,450+21,988+7%$15.4M$16.7M+$1.4M2026-10-08
Navigoe, LLC
INCREASED317,351316,252+1,099+0%$16.3M$16.6M+$269.0K2026-11-04
Clarity Capital Advisors, LLC
INCREASED312,998312,273+725+0%$16.1M$16.4M+$247.2K2026-10-27
Legacy Financial Group, Inc.
DECREASED309,434310,597-1,1630%$16.1M$16.2M+$147.2K2026-10-21
Ledgewood Wealth Advisors, LLC
DECREASED308,998318,174-9,176-3%$16.4M$16.2M-$267.3K2026-10-09
Great Point Wealth Advisors, LLC
DECREASED305,114306,263-1,1490%$15.8M$16.0M+$145.0K2026-10-15
Centennial Bank
INCREASED275,657269,084+6,573+2%$13.9M$14.4M+$524.4K2026-11-09
XY Planning Network, Inc.
INCREASED271,68341,643+230,040+552%$2.2M$14.2M+$12.1M2026-10-14
Lauer Wealth, LLC
INCREASED264,037251,668+12,369+5%$13.1M$14.0M+$959.7K2026-10-13
Sowell Financial Services LLC
INCREASED260,960232,961+27,999+12%$12.0M$13.7M+$1.6M2026-10-23
Canopy Partners, LLC
INCREASED257,033252,296+4,737+2%$13.0M$13.5M+$417.1K2026-10-28
Firethorn Wealth Partners, LLC
DECREASED250,722251,920-1,1980%$13.0M$13.1M+$106.1K2026-10-14
Johnson Wealth Management, LLC
INCREASED248,578247,940+638+0%$12.8M$13.0M+$199.5K2026-11-09
First Financial Group Corp
DECREASED248,196251,177-2,981-1%$13.0M$13.0M+$12.2K2026-10-22
Cherrydale Wealth Management, LLC
DECREASED247,301247,700-3990%$12.8M$12.9M+$145.1K2026-10-20
Semitam Bonam LLC
INCREASED244,622193,912+50,710+26%$10.0M$12.8M+$2.8M2026-10-27
IFP Advisors, Inc
DECREASED244,342246,034-1,692-1%$12.7M$12.8M+$76.3K2026-10-16
Prodigy Asset Management LLC
INCREASED233,190228,674+4,516+2%$11.8M$12.2M+$389.7K2026-10-28
Oak Wealth Advisors LLC
INCREASED225,640223,132+2,508+1%$11.5M$11.8M+$280.8K2026-11-09
Pacific Asset Management, LLC
INCREASED217,976211,750+6,226+3%$10.9M$11.4M+$467.9K2026-10-15
Indivisible Partners
NEW216,026—+216,026——$11.3M—2026-10-26
Assetmark, Inc
DECREASED214,864298,918-84,054-28%$15.5M$11.3M-$4.2M2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED213,847213,844+30%$11.1M$11.2M+$143.5K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED207,614200,272+7,342+4%$10.4M$10.9M+$518.6K2026-11-06
Vise Technologies, Inc.
INCREASED205,706201,633+4,073+2%$10.4M$10.8M+$348.4K2026-10-29
Chicago Partners Investment Group LLC
INCREASED203,187201,280+1,907+1%$10.3M$10.6M+$345.5K2026-10-27
FinDec Wealth Services, Inc.
DECREASED202,317202,390-730%$10.5M$10.6M+$131.8K2026-10-30
International Private Wealth Advisors LLC
INCREASED200,838187,100+13,738+7%$9.7M$10.5M+$844.7K2026-11-05
American Capital Advisory, LLC
INCREASED195,504188,177+7,327+4%$9.7M$10.2M+$509.7K2026-10-28
My Personal CFO, LLC
INCREASED194,176171,829+22,347+13%$8.9M$10.2M+$1.3M2026-10-14
Kennedy Investment Group, Inc.
INCREASED192,924182,548+10,376+6%$9.4M$10.1M+$665.6K2026-10-21
Root Financial Partners, LLC
DECREASED190,985194,759-3,774-2%$10.1M$10.0M-$67.1K2026-10-21
Capital Investment Advisory Services, LLC
INCREASED180,957178,631+2,326+1%$9.2M$9.5M+$257.9K2026-10-30
Forvis Mazars Wealth Advisors, LLC
DECREASED174,794232,186-57,392-25%$12.0M$9.2M-$2.8M2026-10-13
Abel Hall, LLC
DECREASED174,604175,068-4640%$9.0M$9.1M+$93.0K2026-10-19
Forteris Wealth Management Inc.
INCREASED174,371172,682+1,689+1%$8.9M$9.1M+$204.1K2026-10-13
Syverson Strege & Co
DECREASED173,939201,662-27,723-14%$10.4M$9.1M-$1.3M2026-11-02
Accurate Wealth Management, LLC
INCREASED165,210112,843+52,367+46%$5.9M$8.8M+$2.9M2026-10-20
Mattern Wealth Management LLC
INCREASED163,389161,282+2,107+1%$8.3M$8.6M+$218.4K2026-11-04
Aspen Wealth Management LLC
DECREASED162,258162,547-2890%$8.4M$8.5M+$93.8K2026-10-14
Diversified Portfolios, Inc.
DECREASED160,946162,068-1,122-1%$8.4M$8.4M+$49.8K2026-11-04
3 Factor Indexing, LLC
UNCHANGED160,460160,46000%$8.3M$8.4M+$107.5K2026-10-15
Morton Capital Management LLC
INCREASED150,681150,195+486+0%$7.8M$7.9M+$126.1K2026-10-23
Granville Capital, Inc.
NEW149,907—+149,907——$7.8M—2026-11-05
Summit Wealth Group LLC / Co
DECREASED149,498152,412-2,914-2%$7.9M$7.8M-$50.5K2026-10-29
GEM Asset Management, LLC
DECREASED146,588147,986-1,398-1%$7.6M$7.7M+$26.0K2026-10-13
Quad-Cities Investment Group, LLC
INCREASED145,727145,522+205+0%$7.5M$7.6M+$108.2K2026-10-16
Kestra Advisory Services, LLC
INCREASED145,589140,337+5,252+4%$7.3M$7.6M+$369.0K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED144,135130,865+13,270+10%$6.8M$7.5M+$782.5K2026-10-16
Hardy Reed LLC
UNCHANGED140,652140,65200%$7.3M$7.4M+$94.2K2026-11-06
Wealth Advisors Northwest LLC
INCREASED138,528137,605+923+1%$7.1M$7.3M+$140.5K2026-10-29
Croban
DECREASED137,596137,823-2270%$7.1M$7.2M+$81.8K2026-11-09
JDH Wealth Management, LLC
DECREASED132,879137,571-4,692-3%$7.1M$7.0M-$153.5K2026-10-20
D.A. Davidson & Co.
INCREASED132,195128,805+3,390+3%$6.7M$6.9M+$263.8K2026-10-28
Truist Financial Corp
INCREASED124,626123,997+629+1%$6.4M$6.5M+$116.0K2026-10-30
Level Wealth Management LLC
DECREASED122,867128,693-5,826-5%$6.7M$6.4M-$218.8K2026-10-23
Revolve Wealth Partners, LLC
UNCHANGED122,778122,77800%$6.3M$6.4M+$82.3K2026-10-23
Dodds Wealth, LLC
DECREASED121,580122,830-1,250-1%$6.3M$6.4M+$16.8K2026-11-02
Signature Resources Capital Management, LLC
DECREASED121,167122,318-1,151-1%$6.3M$6.3M+$21.7K2026-10-16
RFG Advisory, LLC
DECREASED118,356118,752-3960%$6.1M$6.2M+$58.8K2026-11-03
Waterfront Wealth Inc.
DECREASED118,118120,660-2,542-2%$6.3M$6.2M-$48.2K2026-11-03
Andrews, Lucia Wealth Management LLC
INCREASED118,108117,794+314+0%$6.1M$6.2M+$95.4K2026-11-02
Cypress Point Wealth Management, LLC
DECREASED117,466121,818-4,352-4%$6.3M$6.2M-$146.2K2026-11-03
Alkeme Wealth, LLC
DECREASED116,856117,208-3520%$6.1M$6.1M+$60.1K2026-10-08
TCI Wealth Advisors, Inc.
INCREASED114,736111,984+2,752+2%$5.8M$6.0M+$219.1K2026-10-30
Robinson Smith Wealth Advisors LLC
INCREASED112,746110,734+2,012+2%$5.7M$5.9M+$179.5K2026-10-22
CSP Financial Group, LLC
INCREASED106,820106,552+268+0%$5.5M$5.6M+$85.4K2026-10-26
Tableaux LLC
INCREASED104,594102,617+1,977+2%$5.3M$5.5M+$172.3K2026-10-23
Strategic Wealth Advisors LLC
INCREASED99,56082,320+17,240+21%$3.9K$5.2M+$5.2M2026-11-06
Twin Cities Retirement Group LLC
INCREASED97,22994,990+2,239+2%$4.9M$5.1M+$180.8K2026-10-16
Elevation Wealth Partners, LLC
DECREASED95,84295,977-1350%$5.0M$5.0M+$57.2K2026-10-07
Market Street Wealth Management Advisors LLC
INCREASED95,15892,522+2,636+3%$4.8M$5.0M+$200.0K2026-10-09
BluePrint Investing LLC
UNCHANGED93,47693,47600%$4.8M$4.9M+$62.6K2026-10-14
180 Wealth Advisors, LLC
INCREASED92,84792,471+376+0%$4.8M$4.9M+$81.6K2026-11-03
Fiduciary Financial Group, LLC
DECREASED92,21996,362-4,143-4%$5.0M$4.8M-$152.3K2026-10-13
Milestone Asset Management Group, LLC
INCREASED89,27776,277+13,000+17%$3.9M$4.7M+$731.8K2026-10-20
G2 Capital Management, LLC / OH
INCREASED89,00283,773+5,229+6%$4.3M$4.7M+$329.9K2026-10-23
Seamount Financial Group Inc
INCREASED87,60686,794+812+1%$4.5M$4.6M+$100.7K2026-10-21
Retirement Solution LLC
DECREASED86,41789,638-3,221-4%$4.6M$4.5M-$108.6K2026-10-27
APS Management Group, Inc.
DECREASED86,203124,657-38,454-31%$6.4M$4.5M-$1.9M2026-10-14
Quarry Hill Advisors, LLC
INCREASED83,86282,388+1,474+2%$4.3M$4.4M+$132.4K2026-11-04
Washington Trust Advisors, Inc.
INCREASED82,02176,973+5,048+7%$4.0M$4.3M+$315.9K2026-10-22
ARK & TLK Investments, LLC
DECREASED81,47688,464-6,988-8%$4.6M$4.3M-$306.6K2026-10-20
Cowa, LLC
DECREASED79,56386,560-6,997-8%$4.5M$4.2M-$308.4K2026-10-30
Burton Enright Welch
DECREASED79,35079,505-1550%$4.1M$4.2M+$45.1K2026-11-04
HighTower Advisors, LLC
INCREASED79,02370,795+8,228+12%$3.7M$4.1M+$478.2K2026-11-10
Sageworth Trust Co of South Dakota
UNCHANGED78,86778,86700%$4.1M$4.1M+$52.8K2026-10-30
HFG Wealth Management, LLC
UNCHANGED78,39678,39600%$4.1M$4.1M$02026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED78,08478,08400%$4.0M$4.1M+$52.3K2026-11-02
HMV Wealth Advisors, LLC
DECREASED77,49777,607-1100%$4.0M$4.1M+$46.2K2026-10-27
Apollon Wealth Management, LLC
INCREASED75,05973,679+1,380+2%$3.8M$3.9M+$121.6K2026-10-23
Investmark Advisory Group LLC
INCREASED73,52272,950+572+1%$3.8M$3.8M+$78.9K2026-10-27
SpringVest Wealth Management LLC
INCREASED70,88966,872+4,017+6%$3.5M$3.7M+$255.1K2026-10-27
SwitchPoint Financial Planning, LLC
DECREASED70,80972,101-1,292-2%$3.7M$3.7M-$19.3K2026-11-02
Concord Wealth Partners
INCREASED70,74465,371+5,373+8%$3.4M$3.7M+$325.1K2026-11-02
Axxcess Wealth Management, LLC
DECREASED69,69171,884-2,193-3%$3.7M$3.6M-$66.7K2026-10-21
Donalies Financial Planning, LLC
INCREASED69,59366,287+3,306+5%$3.4M$3.6M+$217.5K2026-10-19
Melfa Wealth Management, Inc.
INCREASED69,46669,457+9+0%$3.6M$3.6M+$47.0K2026-11-06
Clearstead Advisors, LLC
INCREASED69,01012,844+56,166+437%$663.9K$3.6M+$2.9M2026-11-06
Altiora Financial Group, LLC
INCREASED68,50168,359+142+0%$3.5M$3.6M+$53.2K2026-11-04
Versant Capital Management, Inc
DECREASED67,07372,253-5,180-7%$3.7M$3.5M-$222.8K2026-10-02
Catalyst Private Wealth, LLC
DECREASED66,57167,068-497-1%$3.5M$3.5M+$18.9K2026-10-13
Werba Rubin Papier Wealth Management
INCREASED62,83554,597+8,238+15%$2.8M$3.3M+$467.9K2026-11-06
Meritas Wealth Management, LLC
UNCHANGED62,10262,10200%$3.2M$3.3M+$41.6K2026-10-14
Nova Financial LLC
NEW61,821—+61,821——$3.2M—2026-11-04
Kane Co Wealth Management, Inc.
DECREASED61,21762,017-800-1%$3.2M$3.2M-$3302026-11-04
Legacy Capital Wealth Partners, LLC
INCREASED60,44360,003+440+1%$3.1M$3.2M+$63.2K2026-10-21
ERn Financial, LLC
DECREASED59,66059,969-309-1%$3.1M$3.1M+$24.0K2026-10-28
MB Generational Wealth, LLC
INCREASED59,03846,544+12,494+27%$2.4M$3.1M+$685.4K2026-11-09
Ballast Rock Private Wealth LLC
DECREASED57,09359,866-2,773-5%$3.1M$3.0M-$105.1K2026-10-26
First Citizens Bank & Trust Co
UNCHANGED56,51056,51000%$2.9M$3.0M+$37.9K2026-10-14
Choreo, LLC
DECREASED54,86355,093-2300%$2.8M$2.9M+$24.9K2026-10-28
Woodside Wealth Management LLC
INCREASED53,68943,894+9,795+22%$2.3M$2.8M+$542.3K2026-10-16
Herold Advisors, Inc.
DECREASED53,04654,267-1,221-2%$2.8M$2.8M-$23.5K2026-10-19
Greenspring Advisors, LLC
INCREASED51,83647,382+4,454+9%$2.4M$2.7M+$265.0K2026-11-05
Pinnacle Financial Group, LLC / IL
DECREASED51,80651,876-700%$2.7M$2.7M+$31.1K2026-10-29
Elevate Wealth Advisory, Inc
DECREASED50,68152,418-1,737-3%$2.7M$2.7M-$55.8K2026-10-29
Gutierrez Wealth Advisory, LLC
INCREASED49,82635,725+14,101+39%$1.8M$2.6M+$762.3K2026-11-02
Earned Wealth Advisors, LLC
DECREASED49,51450,042-528-1%$2.6M$2.6M+$5.9K2026-11-06
Cogent Strategic Wealth LLC
DECREASED49,05249,594-542-1%$2.6M$2.6M+$4.8K2026-10-22
Verisail Partners, LLC
UNCHANGED49,02549,02500%$2.5M$2.6M+$32.8K2026-10-19
Capstone Wealth Management, LLC
DECREASED48,11148,381-270-1%$2.5M$2.5M+$18.3K2026-11-02
RCS Financial Planning, LLC
DECREASED44,36450,501-6,137-12%$2.6M$2.3M-$287.5K2026-10-14
SJS Investment Consulting Inc.
INCREASED43,43335,752+7,681+21%$1.8M$2.3M+$426.1K2026-10-26
Parkshore Wealth Management, Inc.
DECREASED42,87144,210-1,339-3%$2.3M$2.2M-$40.5K2026-10-13
Forum Financial Management, LP
DECREASED41,30241,354-520%$2.1M$2.2M+$25.0K2026-10-16
Lionshead Wealth Management, LLC
INCREASED41,19140,232+959+2%$2.1M$2.2M+$77.2K2026-10-21
Hiley Hunt Wealth Management
DECREASED38,92040,833-1,913-5%$2.1M$2.0M-$72.8K2026-10-08
Cardiff Park Advisors, LLC
INCREASED37,96737,933+34+0%$2.0M$2.0M+$27.2K2026-11-09
Everest Financial Group LLC
INCREASED37,56036,138+1,422+4%$1.9M$2.0M+$98.7K2026-11-06
Vestia Personal Wealth Advisors
DECREASED37,00839,753-2,745-7%$2.1M$1.9M-$117.1K2026-10-20
Langley Wealth Management, LLC
INCREASED35,18931,712+3,477+11%$1.6M$1.8M+$203.3K2026-11-04
Olistico Wealth, LLC
UNCHANGED34,68334,68300%$1.8M$1.8M+$23.3K2026-10-05
Forthright Family Wealth Advisory LLC
DECREASED34,63434,823-189-1%$1.8M$1.8M+$13.4K2026-11-03
Shore Point Advisors, LLC
DECREASED34,02134,341-320-1%$1.8M$1.8M+$6.2K2026-10-14
Factor Wealth Management LTD
DECREASED33,31333,909-596-2%$1.8M$1.7M-$8.5K2026-10-08
Financial Symmetry Inc
UNCHANGED33,06533,06500%$1.7M$1.7M+$22.2K2026-10-06
Selective Wealth Management, Inc.
DECREASED32,23832,436-198-1%$1.7M$1.7M+$40.7K2026-10-16
Kaufman Rossin Wealth, LLC
INCREASED31,95531,940+15+0%$1.7M$1.7M+$12.9K2026-10-19
Retirement Guys Formula LLC
INCREASED31,52231,269+253+1%$1.6M$1.7M+$34.2K2026-10-26
Wealthfront Advisers LLC
INCREASED31,37027,042+4,328+16%$1.4M$1.6M+$244.7K2026-11-09
Sincerus Advisory, LLC
INCREASED31,01828,148+2,870+10%$1.5M$1.6M+$169.1K2026-10-09
Wescott Financial Advisory Group, LLC
INCREASED30,99730,958+39+0%$1.6M$1.6M+$22.8K2026-11-09
Sweeney & Michel, LLC
NEW30,168—+30,168——$1.6M—2026-10-16
Lauterbach Financial Advisors, LLC
DECREASED30,15830,585-427-1%$1.6M$1.6M-$1.9K2026-10-21
RHS Financial, LLC
INCREASED29,87210,700+19,172+179%$553.1K$1.6M+$1.0M2026-10-13
Bank of Montreal
INCREASED29,82225,633+4,189+16%$1.3M$1.6M+$236.5K2026-11-09
WealthSpring Partners, LLC
NEW28,777—+28,777——$1.5M—2026-10-14
Oceanside Advisors LLC
INCREASED28,76628,332+434+2%$1.5M$1.5M+$41.7K2026-11-03
Squire Investment Management Company, LLC
UNCHANGED28,44828,44800%$1.5M$1.5M+$19.1K2026-11-03
Inscription Capital, LLC
UNCHANGED28,31628,31600%$1.5M$1.5M+$19.0K2026-11-02
CFS Investment Advisory Services, LLC
INCREASED27,07526,887+188+1%$1.4M$1.4M+$62.5K2026-10-19
US Bancorp \de\
UNCHANGED27,03027,03000%$1.4M$1.4M+$18.1K2026-11-05
Texas Capital Bank Wealth Management Services Inc
DECREASED26,41426,624-210-1%$1.4M$1.4M+$6.8K2026-11-09
Evanson Financial, LLC
INCREASED25,32925,195+134+1%$1.3M$1.3M+$23.9K2026-10-23
Peirce Capital Management, LLC
DECREASED25,21426,054-840-3%$1.3M$1.3M-$26.5K2026-10-19
Prospera Financial Services Inc
DECREASED24,93925,667-728-3%$1.3M$1.3M-$23.4K2026-11-04
Balance Wealth Partners LLC
DECREASED24,88025,041-161-1%$1.3M$1.3M+$8.3K2026-10-27
Northwest Wealth Management, LLC
INCREASED24,77123,098+1,673+7%$1.2M$1.3M+$103.1K2026-10-30
USAdvisors Wealth Management, LLC
DECREASED23,87723,912-350%$1.2M$1.3M+$14.0K2026-10-21
Powerhouse Assets LLC
DECREASED23,25523,653-398-2%$1.2M$1.2M-$5.0K2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED22,78521,845+940+4%$1.1M$1.2M+$63.9K2026-10-14
Csenge Advisory Group
DECREASED22,49422,516-220%$1.2M$1.2M+$14.0K2026-11-04
Acorn Wealth Advisors, LLC
DECREASED22,13222,314-182-1%$1.2M$1.2M+$5.4K2026-10-19
Warburton Capital Management, LLC
INCREASED21,82321,816+7+0%$1.1M$1.1M+$12.8K2026-11-06
Apollon Financial, LLC
DECREASED21,82121,833-120%$1.1M$1.1M+$14.0K2026-10-23
Cullen T Bankers, Inc.
UNCHANGED20,99420,99400%$1.1M$1.1M+$14.1K2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED20,31719,985+332+2%$1.0M$1.1M+$30.8K2026-10-05
Cascade Wealth Advisors, Inc
INCREASED20,22119,942+279+1%$1.1M$1.0M-$38.0K2026-11-09
Gould Asset Management LLC
DECREASED20,19020,460-270-1%$1.1M$1.1M-$4292026-11-06
Ares Financial Consulting, LLC
DECREASED20,16421,124-960-5%$1.1M$1.1M-$36.1K2026-10-19
Huntleigh Advisors, Inc.
DECREASED19,75223,486-3,734-16%$1.2M$1.0M-$179.9K2026-11-03
First National Bank Sioux Falls
UNCHANGED19,40719,40700%$940.9K$1.0M+$75.3K2026-10-13
Stewardship Advisors, LLC
INCREASED19,34719,176+171+1%$991.2K$1.0M+$21.8K2026-10-20
Auxano Advisors, LLC
DECREASED18,56520,925-2,360-11%$1.1M$972.0K-$109.6K2026-11-06
Allodium Investment Consultants, LLC
DECREASED18,45318,511-580%$956.8K$966.2K+$9.4K2026-10-14
Lexington Hill Partners, LLC
DECREASED17,74128,417-10,676-38%$1.5M$928.9K-$540.0K2026-10-13
SageOak Financial, LLC
UNCHANGED17,74017,74000%$917.0K$928.9K+$11.9K2026-10-19
CGN Advisors LLC
DECREASED17,07136,057-18,986-53%$1.9M$893.9K-$969.9K2026-10-21
MGO One Seven LLC
DECREASED17,02017,374-354-2%$898.1K$891.2K-$6.9K2026-10-28
Elco Management Co., LLC
UNCHANGED17,01217,01200%$879.4K$890.7K+$11.4K2026-10-14
Colony Family Offices, LLC
UNCHANGED16,93016,93000%$875.1K$886.5K+$11.3K2026-10-22
Mason & Associates, LLC
UNCHANGED16,90916,90900%$874.0K$885.4K+$11.3K2026-10-26
City State Bank
INCREASED16,75316,660+93+1%$861.2K$877.2K+$16.0K2026-10-20
Davenport & Co LLC
UNCHANGED16,32416,32400%$843.8K$854.7K+$10.9K2026-10-14
Optima Capital LLC
DECREASED15,96816,265-297-2%$840.7K$836.1K-$4.6K2026-10-29
Wheels Up Wealth, Inc.
UNCHANGED15,76615,76600%$814.9K$825.5K+$10.6K2026-10-27
Strathmore Capital Advisors, Inc.
INCREASED15,72211,782+3,940+33%$610.3K$800.4K+$190.1K2026-11-09
Barrett & Company, Inc.
DECREASED15,49716,246-749-5%$839.7K$811.4K-$28.3K2026-10-22
Porter White Investment Advisors, Inc.
INCREASED14,9267,438+7,488+101%$384.5K$781.6K+$397.1K2026-10-14
Smith Salley Wealth Management
UNCHANGED14,72714,72700%$761.2K$771.1K+$9.9K2026-11-03
First Financial Bankshares Inc
NEW14,647—+14,647——$766.9K—2026-11-10
Demming Financial Services Corp
INCREASED14,32614,268+58+0%$737.5K$750.1K+$12.6K2026-11-09
Rossby Financial, LCC
DECREASED13,80513,882-77-1%$717.6K$722.8K+$5.3K2026-11-05
Woodward Financial Advisors, Inc.
INCREASED13,64113,605+36+0%$703.2K$714.2K+$11.0K2026-10-19
Cardinal Point Capital Management ULC
INCREASED13,55013,519+31+0%$698.8K$709.5K+$10.7K2026-10-21
DecisionPoint Financial, LLC
DECREASED13,39913,917-518-4%$718.3K$703.6K-$14.7K2026-10-27
SLT Holdings LLC
INCREASED13,28913,251+38+0%$684.9K$695.8K+$10.9K2026-10-15
Rockwood Wealth Management, LLC
UNCHANGED13,13113,13100%$678.7K$687.5K+$8.8K2026-10-27
Yoder Wealth Management, Inc.
DECREASED13,10915,154-2,045-13%$783.3K$686.4K-$96.9K2026-10-13
Financial Harvest, LLC
UNCHANGED12,57512,57500%$650.0K$658.4K+$8.4K2026-10-15
Mather Group, Llc.
DECREASED12,55519,408-6,853-35%$1.0M$657.4K-$345.8K2026-10-14
Ballew Advisors, Inc
NEW12,532—+12,532——$662.7K—2026-10-05
Quadcap Wealth Management, LLC
DECREASED12,45612,549-93-1%$648.7K$652.2K+$3.5K2026-11-02
Triad Wealth Partners, LLC
DECREASED12,41613,106-690-5%$687.5K$650.1K-$37.4K2026-10-26
Cypress Wealth Services, LLC
INCREASED12,33912,332+7+0%$637.4K$660.0K+$22.6K2026-10-21
Bay Capital Advisors, LLC
DECREASED12,03013,049-1,019-8%$674.5K$629.9K-$44.6K2026-10-16
Facet Wealth, Inc.
DECREASED11,77811,879-101-1%$614.0K$616.7K+$2.7K2026-11-04
Triune Financial Partners, LLC
UNCHANGED11,61611,61600%$600.4K$608.2K+$7.8K2026-11-03
Ascentis Independent Advisors
NEW11,483—+11,483——$601.3K—2026-11-03
Dixon Fnancial Services, Inc.
INCREASED11,46510,905+560+5%$563.7K$600.3K+$36.7K2026-10-23
Private Trust Co NA
UNCHANGED11,38211,38200%$588.3K$595.9K+$7.6K2026-10-20
Aerodigm Wealth, LLC
UNCHANGED11,20911,20900%$579.4K$586.9K+$7.5K2026-10-16
Titleist Asset Management, LLC
DECREASED10,89816,558-5,660-34%$855.9K$570.6K-$285.3K2026-10-08
May Hill Capital, LLC
INCREASED10,82110,796+25+0%$558.1K$566.6K+$8.5K2026-11-03
Daymark Wealth Partners, LLC
NEW10,744—+10,744——$562.6K—2026-11-04
Freedom Financial Partners LLC
INCREASED10,71810,697+21+0%$552.9K$561.2K+$8.3K2026-10-19
Sigma Planning Corp
INCREASED10,47510,470+5+0%$541.2K$548.5K+$7.3K2026-10-23
Patten & Patten Inc
UNCHANGED10,45010,45000%$540.2K$547.2K+$7.0K2026-10-26
Luminvest Wealth Management LLC
UNCHANGED10,34210,34200%$534.6K$541.5K+$6.9K2026-10-14
Summit Investment Advisors, Inc.\KS
DECREASED10,16721,487-11,320-53%$1.1M$532.4K-$578.3K2026-11-05
tru Independence LLC
INCREASED10,05110,028+23+0%$518.3K$526.3K+$7.9K2026-10-20
Beacon Financial Advisory LLC
INCREASED9,8719,865+6+0%$509.9K$516.8K+$6.9K2026-10-16
Tranquility Partners, LLC
INCREASED9,7169,596+120+1%$496.0K$508.7K+$12.7K2026-10-20
Lynch Investment Planning, LLC
DECREASED9,3489,979-631-6%$515.8K$489.5K-$26.4K2026-10-27
Spectrum Advisors, Inc.
UNCHANGED8,9598,95900%$463.1K$469.1K+$6.0K2026-11-03
WMG Financial Advisors, LLC
UNCHANGED8,9378,93700%$462.0K$462.0K$02026-10-28
Total Clarity Wealth Management, Inc.
UNCHANGED8,8488,84800%$457.4K$463.3K+$5.9K2026-10-26
BIP Wealth, LLC
INCREASED8,7965,457+3,339+61%$282.1K$460.6K+$178.5K2026-10-22
Montis Financial, LLC
INCREASED8,7408,666+74+1%$447.9K$457.6K+$9.7K2026-11-04
Cornerstone Wealth Management, LLC
INCREASED8,7248,105+619+8%$418.9K$456.8K+$37.8K2026-11-04
Bayshore Asset Management, LLC
INCREASED8,7118,705+6+0%$450.0K$465.3K+$15.3K2026-11-03
AlphaCore Capital LLC
INCREASED8,6868,682+4+0%$448.8K$454.8K+$6.0K2026-11-04
Sprinkle Financial Consultants LLC
INCREASED8,5608,428+132+2%$435.7K$448.2K+$12.5K2026-10-09
Ullmann Wealth Partners Group, LLC
DECREASED8,5278,612-85-1%$445.2K$446.5K+$1.3K2026-11-02
AA Financial Advisors, LLC
NEW8,442—+8,442——$442.0K—2026-10-19
Foundry Financial LLC
DECREASED8,33610,548-2,212-21%$545.2K$436.5K-$108.8K2026-10-16
Cornerstone Advisory, LLC
UNCHANGED8,1968,19600%$423.7K$429.1K+$5.5K2026-11-06
Brookstone Capital Management
INCREASED8,0438,015+28+0%$414.3K$421.1K+$6.8K2026-10-22
HBE Wealth Management, LLC
DECREASED8,03310,274-2,241-22%$531.1K$420.6K-$110.5K2026-11-06
Gordian Advisors LLC
INCREASED8,0106,534+1,476+23%$337.8K$419.4K+$81.6K2026-10-30
New Dimensions Wealth Management, LLC
UNCHANGED8,0098,00900%$414.0K$419.4K+$5.4K2026-11-02
Oath Planning, LLC
DECREASED8,0028,353-351-4%$431.8K$419.0K-$12.8K2026-10-20
Private Advisory Group LLC
NEW7,841—+7,841——$410.6K—2026-11-06
Russell Investments Group, Ltd.
DECREASED7,7678,393-626-7%$433.8K$406.7K-$27.2K2026-11-06
Riverchase Wealth Management, LLC
INCREASED7,6387,597+41+1%$392.7K$399.9K+$7.2K2026-10-28
Geneos Wealth Management Inc.
INCREASED7,5391,876+5,663+302%$97.0K$394.8K+$297.8K2026-11-09
Eclectic Associates Inc
DECREASED7,3497,432-83-1%$384.1K$384.8K+$6472026-10-09
Baker Boyer National Bank
UNCHANGED7,3397,33900%$379.4K$384.3K+$4.9K2026-11-05
Midwest Trust Co
DECREASED7,2987,629-331-4%$394.3K$382.1K-$12.2K2026-10-22
Silver Oak Advisory Group, Inc.
DECREASED7,0337,500-467-6%$387.0K$368.2K-$18.8K2026-11-06
Wedmont Private Capital
INCREASED6,9486,659+289+4%$347.5K$369.4K+$22.0K2026-10-09
Index Fund Advisors, Inc.
DECREASED6,9416,942-10%$358.8K$363.5K+$4.6K2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED6,8486,804+44+1%$351.7K$358.6K+$6.9K2026-10-15
Great Valley Advisor Group, Inc.
UNCHANGED6,7816,78100%$350.5K$355.1K+$4.5K2026-11-09
Liberty Capital Management, Inc.
UNCHANGED6,7446,74400%$348.6K$353.1K+$4.5K2026-11-02
Cooper Financial Group
INCREASED6,7166,713+3+0%$347.0K$351.6K+$4.6K2026-10-07
Vawter Financial, Ltd.
UNCHANGED6,6446,64400%$343.4K$347.9K+$4.5K2026-11-10
LAM Group, Inc.
DECREASED6,3207,345-1,025-14%$379.7K$330.9K-$48.7K2026-10-26
Signaturefd, LLC
INCREASED6,3026,287+15+0%$325.0K$330.0K+$5.0K2026-10-23
Shearwater Capital LLC
UNCHANGED6,2256,22500%$321.8K$325.9K+$4.2K2026-10-13
Friday Financial
UNCHANGED5,9945,99400%$310.0K$314.7K+$4.8K2026-10-09
ARS Wealth Advisors Group, LLC
DECREASED5,9607,850-1,890-24%$405.8K$312.1K-$93.7K2026-10-16
Oakworth Capital, Inc.
UNCHANGED5,9545,95400%$307.3K$311.8K+$4.5K2026-10-26
Ascent Group, LLC
UNCHANGED5,8735,87300%$303.6K$307.5K+$3.9K2026-10-30
Builder Investment Group Inc
UNCHANGED5,8505,85000%$302.4K$306.3K+$3.9K2026-10-22
Summit Financial Wealth Advisors, LLC
DECREASED5,8008,686-2,886-33%$449.0K$303.7K-$145.3K2026-10-15
Peterson Wealth Advisors, LLC
INCREASED5,6775,664+13+0%$292.8K$297.3K+$4.5K2026-10-08
Graves Light Lenhart Wealth, Inc.
DECREASED5,6475,935-288-5%$306.8K$295.7K-$11.1K2026-10-09
Nemes Rush Group LLC
INCREASED5,5964,580+1,016+22%$236.8K$293.0K+$56.2K2026-11-04
Emprise Bank
UNCHANGED5,5495,54900%$286.8K$290.5K+$3.7K2026-10-07
Beacon Financial Strategies Corp
UNCHANGED5,4515,45100%$281.7K$285.4K+$3.7K2026-10-14
Strategic Advisory Partners, LLC
UNCHANGED5,4275,42700%$280.5K$284.2K+$3.6K2026-11-06
Family Office Research LLC
INCREASED5,3925,389+3+0%$278.6K$282.4K+$3.8K2026-10-14
Heritage Wealth Management, Inc. s
INCREASED5,3364,969+367+7%$256.9K$279.4K+$22.6K2026-11-06
Heritage Wealth Management, Inc.
DECREASED5,2075,554-347-6%$287.1K$272.6K-$14.4K2026-10-27
BOS Asset Management, LLC
UNCHANGED4,9604,96000%$256.4K$259.7K+$3.3K2026-10-09
Next Level Wealth Planning, LLC
UNCHANGED4,9324,93200%$254.9K$258.2K+$3.3K2026-10-29
Bryant Woods Investment Advisors, LLC
INCREASED4,9184,554+364+8%$235.4K$257.5K+$22.1K2026-10-26
TD Waterhouse Canada Inc.
INCREASED4,9004,882+18+0%$251.5K$256.7K+$5.2K2026-10-16
Lodestone Wealth Management LLC
DECREASED4,8904,891-10%$252.8K$256.1K+$3.2K2026-10-14
B.O.S.S. Retirement Advisors, LLC
INCREASED4,8664,139+727+18%$213.9K$254.8K+$40.8K2026-10-26
Strategent Financial, LLC
UNCHANGED4,8154,81500%$248.9K$252.1K+$3.2K2026-10-30
Texas Bank & Trust Co
UNCHANGED4,7004,70000%$242.9K$246.1K+$3.1K2026-11-04
Sunpointe, LLC
NEW4,699—+4,699——$246.1K—2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED4,6764,67600%$241.7K$244.8K+$3.1K2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED4,6264,62600%$239.1K$242.2K+$3.1K2026-11-06
True Wealth Design, LLC
UNCHANGED4,6004,60000%$237.8K$240.9K+$3.1K2026-10-13
Discipline Wealth Solutions, LLC
NEW4,488—+4,488——$235.0K—2026-10-14
Prosperitas Financial LLC
DECREASED4,4434,513-70-2%$233.3K$232.6K-$6422026-10-28
Simplicity Wealth,LLC
DECREASED4,4284,471-43-1%$231.1K$231.9K+$7442026-10-23
Heffernan Advisory, Inc
INCREASED4,3854,375+10+0%$226.1K$229.6K+$3.5K2026-10-13
Horizon Financial Services, LLC
INCREASED4,2552,386+1,869+78%$123.3K$222.8K+$99.5K2026-11-04
Parallel Advisors, LLC
UNCHANGED4,2194,21900%$218.1K$220.9K+$2.8K2026-11-03
Fiduciary Alliance LLC
UNCHANGED3,9563,95600%$204.5K$207.1K+$2.7K2026-10-13
Planned Solutions, Inc.
UNCHANGED3,9093,90900%$202.1K$204.7K+$2.6K2026-10-19
CWS Financial Advisors, LLC
DECREASED3,8915,361-1,470-27%$277.1K$203.7K-$73.4K2026-10-16
Opus Financial Solutions LLC
DECREASED3,8804,660-780-17%$240.9K$203.2K-$37.7K2026-11-06
Centurion Wealth Management LLC
NEW3,848—+3,848——$201.5K—2026-10-13
Harbour Investments, Inc.
DECREASED3,19314,574-11,381-78%$753.4K$167.3K-$586.2K2026-11-09
Salomon & Ludwin, LLC
UNCHANGED3,0153,01500%$155.6K$157.9K+$2.3K2026-10-29
Pillar Financial Advisors, LLC
UNCHANGED2,8202,82000%$145.7K$147.6K+$1.9K2026-10-21
Kings Path Partners LLC
UNCHANGED2,3522,35200%$121.6K$123.2K+$1.6K2026-10-21
Asset Dedication, LLC
INCREASED1,6061,591+15+1%$82.2K$84.1K+$1.9K2026-11-03
Godfrey Financial Associates, Inc.
UNCHANGED1,5001,50000%$77.5K$78.5K+$1.0K2026-11-10
Arlington Trust Co LLC
UNCHANGED1,3761,37600%$71.1K$72.0K+$9222026-10-20
Phillips Financial Management, LLC
UNCHANGED1,1641,16400%$60.2K$61.0K+$8142026-10-19
Moisand Fitzgerald Tamayo, LLC
DECREASED1,0601,069-9-1%$55.3K$55.5K+$2452026-10-15
IAG Wealth Partners, LLC
NEW1,052—+1,052——$55.1K—2026-11-06
Tradewinds Capital Management, LLC
INCREASED807805+2+0%$41.6K$42.3K+$6372026-10-23
Compass Financial Management LLC
NEW684—+684——$35.8K—2026-10-30
Quent Capital, LLC
INCREASED579171+408+239%$8.9K$29.5K+$20.6K2026-11-09
Rydar Equities, Inc.
NEW555—+555——$29.6K—2026-10-13
Fortitude Family Office, LLC
UNCHANGED34634600%$17.9K$18.1K+$2512026-10-14
Buck Wealth Strategies, LLC
INCREASED249248+1+0%$12.8K$13.0K+$1972026-10-28
Hurley Capital, LLC
UNCHANGED17417400%$9.0K$9.1K+$1382026-11-05
Creative Financial Designs Inc
UNCHANGED11511500%$5.9K$6.0K+$912026-11-04
Key Capital Management, Inc
UNCHANGED10010000%$5.2K$5.2K+$672026-11-03
West Financial Advisors, LLC
DECREASED6079-19-24%$4.1K$3.1K-$9422026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED585800%$3.0K$3.0K+$392026-11-02
Burk Holdings LLC
UNCHANGED515100%$2.6K$2.7K+$342026-11-05
Vermillion Wealth Management, Inc.
UNCHANGED1100%$34$35+$12026-10-26
Pandowealth. LLC
CLOSED01,499,476-1,499,476-100%$61.1M$0-$61.1M2026-11-09
M Holdings Securities, Inc.
CLOSED033,326-33,326-100%$1.7M$0-$1.7M2026-11-03
Fisher Asset Management, LLC
CLOSED07,326-7,326-100%$378.7K$0-$378.7K2026-11-06
Simon Quick Advisors, LLC
CLOSED07,188-7,188-100%$371.5K$0-$371.5K2026-10-26
Core Wealth Management, Inc.
CLOSED06,048-6,048-100%$312.6K$0-$312.6K2026-10-22
Central Trust Co
CLOSED04,914-4,914-100%$254.0K$0-$254.0K2026-11-05
Goelzer Investment Management, Inc.
CLOSED04,774-4,774-100%$246.8K$0-$246.8K2026-10-16
VCI Wealth Management LLC
CLOSED04,418-4,418-100%$228.4K$0-$228.4K2026-10-29
Navigate Wealth Management, LLC
CLOSED04,302-4,302-100%$221.6K$0-$221.6K2026-10-14
Regions Financial Corp
CLOSED04,301-4,301-100%$222.3K$0-$222.3K2026-11-05
IFG Advisory, LLC
CLOSED03,773-3,773-100%$195.0K$0-$195.0K2026-11-09
Evolution Advisers, Inc.
CLOSED01,699-1,699-100%$87.0K$0-$87.0K2026-11-06
Pinnacle Wealth Planning Services, Inc.
CLOSED01,266-1,266-100%$65.4K$0-$65.4K2026-10-27
Turtle Creek Wealth Advisors, LLC
CLOSED0957-957-100%$49.4K$0-$49.4K2026-10-15
UMB Bank, n.a.
CLOSED0920-920-100%$47.6K$0-$47.6K2026-11-06
Salem Investment Counselors Inc
CLOSED0684-684-100%$35.4K$0-$35.4K2026-10-13
Sequoia Financial Advisors, LLC
N/A—7,607,402-7,607,402-100%$393.2M———
OneDigital Investment Advisors LLC
N/A—4,562,729-4,562,729-100%$235.8M———
Focus Partners Wealth
N/A—3,539,244-3,539,244-100%$182.9M———
MAI Capital Management
N/A—3,277,574-3,277,574-100%$169.4M———
Mars Jewett Financial Group, Inc.
N/A—3,259,597-3,259,597-100%$168.5M———
Beacon Pointe Advisors, LLC
N/A—2,939,806-2,939,806-100%$152.0M———
AE Wealth Management LLC
N/A—2,402,356-2,402,356-100%$124.2M———
WPWealth LLP
N/A—1,826,859-1,826,859-100%$94.4M———
Focus Partners Advisor Solutions, LLC
N/A—1,777,063-1,777,063-100%$91.9M———
Cetera Investment Advisers
N/A—1,375,137-1,375,137-100%$71.1M———
Mariner, LLC
N/A—1,142,829-1,142,829-100%$59.1M———
Sterling Wealth Advisors Inc
N/A—1,130,815-1,130,815-100%$58.5M———
Curio Wealth, LLC
N/A—1,108,237-1,108,237-100%$57.3M———
Keating Financial Advisory Services, Inc.
N/A—1,068,781-1,068,781-100%$55.2M———
Note Advisors, LLC
N/A—1,060,382-1,060,382-100%$54.8M———
VeraBank, N.A.
N/A—970,684-970,684-100%$50.2M———
CVA Family Office, LLC
N/A—948,466-948,466-100%$49.0M———
Advisory Alpha, LLC
N/A—913,266-913,266-100%$47.2M———
Moneta Group Investment Advisors LLC
N/A—900,201-900,201-100%$46.5M———
EP Wealth Advisors, LLC
N/A—889,600-889,600-100%$46.0M———
Baird Financial Group, Inc.
N/A—747,813-747,813-100%$38.7M———
Envestnet Asset Management Inc
N/A—738,172-738,172-100%$38.2M———
Wealthspire Advisors, LLC
N/A—727,590-727,590-100%$37.6M———
Liberty Wealth Management LLC
N/A—719,165-719,165-100%$32.5M———
Pathstone Holdings, LLC
N/A—702,119-702,119-100%$36.3M———
Zhang Financial LLC
N/A—688,300-688,300-100%$35.6M———
UBS Group AG
N/A—648,320-648,320-100%$33.5M———
Mercer Global Advisors Inc
N/A—646,494-646,494-100%$33.4M———
Osaic Holdings, Inc.
N/A—629,305-629,305-100%$32.5M———
Spectrum Investment Advisors, Inc.
N/A—620,035-620,035-100%$32.0M———
Bank of America Corp
N/A—584,237-584,237-100%$30.2M———
Stifel Financial Corp
N/A—554,983-554,983-100%$28.7M———
Betterment LLC
N/A—536,301-536,301-100%$27.7M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—528,385-528,385-100%$27.3M———
Envision Financial Planning, LLC
N/A—524,562-524,562-100%$27.1M———
Arax Advisory Partners
N/A—517,726-517,726-100%$26.8M———
Royal Bank of Canada
N/A—491,652-491,652-100%$25.4M———
JPMorgan Chase & Co
N/A—445,353-445,353-100%$22.9M———
Claris Advisors, LLC / MO /
N/A—421,038-421,038-100%$21.8M———
Stadion Money Management, LLC
N/A—411,777-411,777-100%$21.3M———
Raymond James Financial Inc
N/A—359,514-359,514-100%$18.6M———
Jackson Thornton Wealth Management, LLC
N/A—295,145-295,145-100%$15.3M———
Platform Wealth Management, LLC
N/A—270,773-270,773-100%$14.0M———
AQR Capital Management LLC
N/A—269,132-269,132-100%$13.9M———
Integrated Wealth Concepts LLC
N/A—265,605-265,605-100%$13.7M———
MML Investors Services, LLC
N/A—259,936-259,936-100%$13.4M———
HTG Investment Advisors, Inc.
N/A—228,534-228,534-100%$11.8M———
VSM Wealth Advisory, LLC
N/A—226,108-226,108-100%$11.7M———
FMB Wealth Management
N/A—216,757-216,757-100%$11.2M———
Parkwoods Wealth Partners, LLC
N/A—212,132-212,132-100%$11.0M———
Invst, LLC
N/A—202,649-202,649-100%$10.5M———
Vigil Wealth Management, LLC
N/A—185,766-185,766-100%$9.6M———
World Investment Advisors
N/A—170,133-170,133-100%$7.7M———
Chico Wealth RIA
N/A—149,602-149,602-100%$7.7M———
Cerity Partners LLC
N/A—148,605-148,605-100%$7.7M———
KEB Asset Management, LLC
N/A—139,068-139,068-100%$7.2M———
Aegis Wealth Management LLC
N/A—138,404-138,404-100%$7.2M———
Ancora Advisors LLCA
N/A—130,337-130,337-100%$6.7M———
Rockefeller Capital Management L.P.
N/A—124,918-124,918-100%$6.5M———
Rather & Kittrell, Inc.
N/A—123,101-123,101-100%$6.4M———
Stratos Wealth Partners, Ltd.
N/A—120,928-120,928-100%$6.3M———
Baron Silver Stevens Financial Advisors, LLC
N/A—118,653-118,653-100%$6.1M———
Sanchez Levi Garrett
N/A—115,989-115,989-100%$6.0M———
Waverly Advisors, LLC
N/A—102,081-102,081-100%$5.3M———
Noble Wealth Partners LLC
N/A—98,578-98,578-100%$5.1M———
Magnolia Capital Advisors LLC
N/A—96,061-96,061-100%$5.0M———
J Hagan Capital, Inc.
N/A—93,280-93,280-100%$4.8M———
Private Advisor Group, LLC
N/A—87,664-87,664-100%$4.5M———
Savvy Advisors, Inc.
N/A—85,685-85,685-100%$4.4M———
Strategic Investment Solutions, Inc.
N/A—84,013-84,013-100%$4.3M———
Tandem Financial, LLC
N/A—80,002-80,002-100%$4.1M———
Arkadios Wealth Advisors
N/A—79,532-79,532-100%$4.1M———
Vantage Point Financial LLC
N/A—78,377-78,377-100%$4.1M———
Stratos Investment Management, LLC
N/A—77,284-77,284-100%$4.0M———
V2 Financial group LLC
N/A—75,208-75,208-100%$3.9M———
AssuredPartners Investment Advisors, LLC
N/A—74,866-74,866-100%$3.9M———
FreeGulliver LLC
N/A—71,843-71,843-100%$3.7M———
Financial Alternatives, Inc
N/A—68,638-68,638-100%$3.5M———
NewEdge Advisors, LLC
N/A—67,664-67,664-100%$3.5M———
Capstone Financial Advisors, Inc.
N/A—67,306-67,306-100%$3.5M———
IHT Wealth Management, LLC
N/A—61,940-61,940-100%$3.2M———
Nuveen, LLC
N/A—60,591-60,591-100%$3.1M———
Smartleaf Asset Management LLC
N/A—58,237-58,237-100%$3.0M———
Raffa Wealth Management, LLC
N/A—58,116-58,116-100%$3.0M———
IEQ Capital, LLC
N/A—55,498-55,498-100%$2.9M———
Rehmann Capital Advisory Group
N/A—51,945-51,945-100%$2.7M———
Cahill Financial Advisors Inc
N/A—51,072-51,072-100%$2.6M———
LRI Investments, LLC
N/A—50,010-50,010-100%$2.6M———
Captrust Financial Advisors
N/A—49,844-49,844-100%$2.6M———
GWN Securities Inc.
N/A—48,827-48,827-100%$2.5M———
Morgan Stanley
N/A—42,666-42,666-100%$2.2M———
Tanglewood Legacy Advisors, LLC
N/A—40,517-40,517-100%$2.1M———
American Investment Services, Inc.
N/A—40,412-40,412-100%$2.1M———
Fiduciary Financial Advisors
N/A—40,312-40,312-100%$2.1M———
Northwestern Mutual Wealth Management Co
N/A—39,298-39,298-100%$2.0M———
Keel Point, LLC
N/A—39,188-39,188-100%$2.0M———
Rockbridge Investment Management, LCC
N/A—38,438-38,438-100%$2.0M———
Forum Private Client Group LLC
N/A—38,273-38,273-100%$2.0M———
Marshall Financial Group, LLC
N/A—36,958-36,958-100%$1.9M———
Berger Financial Group, Inc
N/A—34,710-34,710-100%$1.8M———
Susquehanna International Group, LLP
N/A—33,828-33,828-100%$1.7M———
Beckerman Institutional, LLC
N/A—33,537-33,537-100%$1.7M———
Seneschal Advisors, LLC
N/A—33,344-33,344-100%$1.7M———
Rialto Wealth Management, LLC
N/A—32,807-32,807-100%$1.7M———
Financial Plan, Inc.
N/A—31,772-31,772-100%$1.6M———
Innovative Asset Advisors Group, LLC
N/A—30,221-30,221-100%$1.6M———
Kovack Advisors, Inc.
N/A—28,670-28,670-100%$1.5M———
Pure Financial Advisors, LLC
N/A—27,754-27,754-100%$1.4M———
Renaissance Technologies LLC
N/A—27,000-27,000-100%$1.4M———
Morris Financial Concepts, Inc.
N/A—26,580-26,580-100%$1.4M———
Vertex Planning Partners, LLC
N/A—25,320-25,320-100%$1.3M———
Financial Engines Advisors L.L.C.
N/A—24,838-24,838-100%$1.3M———
Cloud Capital Management, LLC
N/A—24,037-24,037-100%$1.2M———
Intrepid Financial Planning Group LLC
N/A—23,827-23,827-100%$1.2M———
Trailhead Planners LLC
N/A—22,497-22,497-100%$1.2M———
Global Retirement Partners, LLC
N/A—22,281-22,281-100%$1.2M———
FMR LLC
N/A—21,935-21,935-100%$1.1M———
Mayport, LLC
N/A—21,667-21,667-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—21,168-21,168-100%$1.1M———
Investment Advisory Group, LLC
N/A—20,504-20,504-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—19,063-19,063-100%$985.4K———
BlackRock, Inc.
N/A—19,031-19,031-100%$983.7K———
Mosaic Family Wealth Partners, LLC
N/A—18,504-18,504-100%$956.5K———
Longview Financial Advisors LLC
N/A—18,462-18,462-100%$954.3K———
Optimus Capital Advisors, LLC
N/A—18,324-18,324-100%$947.2K———
C M Bidwell & Associates LTD
N/A—17,766-17,766-100%$918.3K———
Cary Street Partners Investment Advisory LLC
N/A—17,626-17,626-100%$911.1K———
XTX Topco Ltd
N/A—17,407-17,407-100%$899.8K———
Transcend Capital Advisors, LLC
N/A—17,359-17,359-100%$897.3K———
Flow Traders U.S. LLC
N/A—16,708-16,708-100%$864.0K———
Foundations Investment Advisors, LLC
N/A—15,728-15,728-100%$813.0K———
Advisory Services Network, LLC
N/A—15,289-15,289-100%$790.3K———
Medallion Wealth Advisors, LLC
N/A—15,227-15,227-100%$787.1K———
Jane Street Group, LLC
N/A—14,410-14,410-100%$744.9K———
Brown Advisory Inc
N/A—14,356-14,356-100%$742.1K———
Quantinno Capital Management LP
N/A—12,871-12,871-100%$665.3K———
Axis Wealth Partners, LLC
N/A—12,864-12,864-100%$665.0K———
Annandale Capital, LLC
N/A—11,932-11,932-100%$617.0K———
Nalls Sherbakoff Group, LLC
N/A—11,887-11,887-100%$614.4K———
Thompson David Blair
N/A—11,550-11,550-100%$597.0K———
ATLas Financial Planning LLC
N/A—10,689-10,689-100%$552.5K———
Compass Advisory Group LLC
N/A—10,632-10,632-100%$549.6K———
Glassman Wealth Services
N/A—9,860-9,860-100%$509.7K———
Equitable Holdings, Inc.
N/A—9,829-9,829-100%$508.0K———
Eldridge Investment Advisors, Inc.
N/A—9,794-9,794-100%$506.2K———
Vistica Wealth Advisors, LLC
N/A—9,655-9,655-100%$499.1K———
Cary Street Partners Financial LLC
N/A—9,373-9,373-100%$484.5K———
Northern Trust Corp
N/A—9,348-9,348-100%$483.2K———
Tower Research Capital LLC (TRC)
N/A—8,731-8,731-100%$451.3K———
Ruedi Wealth Management, Inc.
N/A—8,641-8,641-100%$446.7K———
Bannerstone Capital Management, LLC
N/A—8,198-8,198-100%$423.8K———
Safeguard Investment Advisory Group, LLC
N/A—8,098-8,098-100%$418.6K———
Per Stirling Capital Management, Llc.
N/A—7,357-7,357-100%$380.3K———
Lakeridge Wealth Management LLC
N/A—7,268-7,268-100%$375.7K———
OneAscent Financial Services LLC
N/A—7,183-7,183-100%$371.3K———
Sanctuary Advisors, LLC
N/A—6,601-6,601-100%$341.2K———
Kilner Capital Advisors, LLC
N/A—6,595-6,595-100%$342.7K———
Pine Harbor Wealth Management, LLC
N/A—6,545-6,545-100%$338.3K———
Calton & Associates, Inc.
N/A—6,374-6,374-100%$329.5K———
Garrison Point Advisors, LLC
N/A—6,283-6,283-100%$324.8K———
Range Advisory, LLC
N/A—6,245-6,245-100%$322.8K———
FourThought Financial Partners, LLC
N/A—6,156-6,156-100%$318.2K———
Professional Financial Solutions LLC
N/A—6,139-6,139-100%$317.3K———
Essex Financial Services, Inc.
N/A—6,119-6,119-100%$316.3K———
Johnson Investment Counsel Inc
N/A—6,092-6,092-100%$314.9K———
CreativeOne Wealth, LLC
N/A—5,918-5,918-100%$305.9K———
Janney Montgomery Scott LLC
N/A—5,847-5,847-100%$302.0K———
Ausdal Financial Partners, Inc.
N/A—5,575-5,575-100%$288.2K———
Composition Wealth, LLC
N/A—5,180-5,180-100%$267.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—5,158-5,158-100%$266.6K———
D. E. Shaw & Co., Inc.
N/A—5,056-5,056-100%$261.3K———
Stonebridge Financial Group, LLC
N/A—5,000-5,000-100%$258.0K———
Bridgewater Advisors Inc.
N/A—4,930-4,930-100%$258.6K———
Klcm Advisors, Inc.
N/A—4,925-4,925-100%$254.6K———
Cresset Asset Management, LLC
N/A—4,690-4,690-100%$242.4K———
UBS Asset Management Americas LLC
N/A—4,624-4,624-100%$239.0K———
Qube Research & Technologies Ltd
N/A—4,578-4,578-100%$236.6K———
Ameritas Advisory Services, LLC
N/A—4,405-4,405-100%$227.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,314-4,314-100%$223.0K———
Ameriprise Financial Inc
N/A—4,310-4,310-100%$222.8K———
Balanced Rock Investment Advisors LLC
N/A—4,254-4,254-100%$219.9K———
Family Manage LLC
N/A—3,870-3,870-100%$200.0K———
Peak Retirement Planning, Inc.
N/A—3,825-3,825-100%$197.7K———
Topsail Wealth Management, LLC
N/A—3,662-3,662-100%$189.3K———
Oakmont Advisory Group, LLC
N/A—2,835-2,835-100%$146.6K———
Synergy Investment Management, LLC
N/A—2,628-2,628-100%$135.2K———
Wellington-Altus USA Inc.
N/A—2,625-2,625-100%$118.4K———
Federation des caisses Desjardins du Quebec
N/A—2,433-2,433-100%$125.7K———
Wells Fargo & Company
N/A—2,147-2,147-100%$111.0K———
Jones Financial Companies Lllp
N/A—1,981-1,981-100%$100.5K———
Benson Wealth Management Inc
N/A—1,593-1,593-100%$82.3K———
Banque Transatlantique SA
N/A—1,250-1,250-100%$64.6K———
Orion Capital Management LLC
N/A—1,135-1,135-100%$58.6K———
Vanguard Advisers Inc
N/A—1,098-1,098-100%$56.8K———
Fort Vancouver Investment Management, LLC
N/A—922-922-100%$47.7K———
Ameriflex Group, Inc.
N/A—918-918-100%$47.5K———
Aptus Capital Advisors, LLC
N/A—488-488-100%$25.2K———
Pinney & Scofield, Inc.
N/A—415-415-100%$21.5K———
Tiaa Wealth Investment Management LLC
N/A—401-401-100%$20.6K———
Kilter Group LLC
N/A—375-375-100%$19.4K———
Operose Advisors LLC
N/A—308-308-100%$15.9K———
Mpwm Advisory Solutions, LLC
N/A—204-204-100%$10.5K———
Corsicana & Co.
N/A—180-180-100%$9.3K———
Showing 622 of 622 institutions