Dimensional Global Credit (DGCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Integrity Advisory Solutions, LLC

INCREASED

Shares1,450,253 from 1,342,334

Change+107,919 (+8%)

Value$75.3M (+$1.9M)

Filed 2026-10-29

Integrity Alliance, Llc.

INCREASED

Shares907,409 from 905,653

Change+1,756 (+0%)

Value$47.1M (-$2.4M)

Filed 2026-10-29

Three Arch Wealth Management LLC

INCREASED

Shares631,238 from 571,496

Change+59,742 (+10%)

Value$32.8M (+$1.5M)

Filed 2026-10-20

Allworth Financial LP

INCREASED

Shares405,991 from 386,625

Change+19,366 (+5%)

Value$22.2M (+$1.1M)

Filed 2026-11-06

Wealth Advisors Northwest LLC

INCREASED

Shares403,654 from 382,291

Change+21,363 (+6%)

Value$21.0M (+$52.5K)

Filed 2026-10-29

DiNuzzo Private Wealth, Inc.

DECREASED

Shares321,181 from 322,435

Change-1,254 (0%)

Value$16.7M (-$956.1K)

Filed 2026-10-16

RFG Advisory, LLC

INCREASED

Shares302,525 from 285,441

Change+17,084 (+6%)

Value$15.7M (+$98.0K)

Filed 2026-11-03

Mattern Wealth Management LLC

INCREASED

Shares279,066 from 275,196

Change+3,870 (+1%)

Value$14.5M (-$559.6K)

Filed 2026-11-04

Apella Capital, LLC

INCREASED

Shares251,933 from 164,065

Change+87,868 (+54%)

Value$13.1M (+$4.2M)

Filed 2026-10-08

AA Financial Advisors, LLC

DECREASED

Shares240,643 from 321,150

Change-80,507 (-25%)

Value$12.5M (-$5.1M)

Filed 2026-10-19

Park Avenue Securities LLC

INCREASED

Shares230,050 from 189,811

Change+40,239 (+21%)

Value$11.9M (+$1.6M)

Filed 2026-10-26

Commonwealth Equity Services, LLC

DECREASED

Shares225,081 from 232,728

Change-7,647 (-3%)

Value$11.7M (-$1.0M)

Filed 2026-11-02

Outbound Financial Inc

INCREASED

Shares181,663 from 174,986

Change+6,677 (+4%)

Value$9.4M (-$137.0K)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares175,514 from 87,069

Change+88,445 (+102%)

Value$9.1M (+$4.4M)

Filed 2026-10-08

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

INCREASED

Shares159,445 from 148,321

Change+11,124 (+8%)

Value$8.3M (+$167.6K)

Filed 2026-10-14

Beacon Hill Wealth Management Ltd.

INCREASED

Shares151,077 from 126,290

Change+24,787 (+20%)

Value$7.8M (+$937.6K)

Filed 2026-10-21

SageOak Financial, LLC

INCREASED

Shares146,606 from 139,121

Change+7,485 (+5%)

Value$7.6M (+$4.1K)

Filed 2026-10-19

Dynamic Advisor Solutions LLC

INCREASED

Shares141,929 from 137,493

Change+4,436 (+3%)

Value$7.4M (-$149.7K)

Filed 2026-10-13

CSP Financial Group, LLC

INCREASED

Shares141,481 from 102,127

Change+39,354 (+39%)

Value$7.3M (+$1.8M)

Filed 2026-10-26

Kestra Advisory Services, LLC

INCREASED

Shares129,317 from 120,053

Change+9,264 (+8%)

Value$6.7M (+$149.1K)

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares122,354 from 116,007

Change+6,347 (+5%)

Value$6.4M (+$8.9K)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares112,281 from 50,999

Change+61,282 (+120%)

Value$5.8M (+$3.0M)

Filed 2026-11-06

APS Management Group, Inc.

DECREASED

Shares96,585 from 139,112

Change-42,527 (-31%)

Value$5.0M (-$2.6M)

Filed 2026-10-14

Index Fund Advisors, Inc.

INCREASED

Shares96,397 from 80,308

Change+16,089 (+20%)

Value$5.0M (+$613.2K)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares92,983 from 77,808

Change+15,175 (+20%)

Value$4.8M (+$572.7K)

Filed 2026-10-30

Thrivent Financial for Lutherans

NEW

Shares70,903

Change+70,903

Value$3.7M

Filed 2026-11-05

Heffernan Advisory, Inc

INCREASED

Shares62,400 from 48,043

Change+14,357 (+30%)

Value$3.2M (+$612.5K)

Filed 2026-10-13

Porter White Investment Advisors, Inc.

INCREASED

Shares53,344 from 25,120

Change+28,224 (+112%)

Value$2.8M (+$1.4M)

Filed 2026-10-14

Great Valley Advisor Group, Inc.

INCREASED

Shares52,256 from 40,712

Change+11,544 (+28%)

Value$2.7M (+$485.8K)

Filed 2026-11-09

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares50,565 from 45,946

Change+4,619 (+10%)

Value$2.6M (+$113.0K)

Filed 2026-11-02

Sowell Financial Services LLC

INCREASED

Shares50,546 from 42,038

Change+8,508 (+20%)

Value$2.6M (+$325.4K)

Filed 2026-10-23

Venture Visionary Partners LLC

DECREASED

Shares48,435 from 68,096

Change-19,661 (-29%)

Value$2.5M (-$1.2M)

Filed 2026-10-07

Simplicity Wealth,LLC

INCREASED

Shares41,431 from 37,733

Change+3,698 (+10%)

Value$2.2M (+$87.7K)

Filed 2026-10-23

Two West Capital Advisors LLC

INCREASED

Shares39,304 from 36,030

Change+3,274 (+9%)

Value$2.0M (+$92.9K)

Filed 2026-10-15

Tcfg Investment Advisors, LLC

DECREASED

Shares37,743 from 49,914

Change-12,171 (-24%)

Value$2.0M (-$769.7K)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

INCREASED

Shares36,781 from 34,255

Change+2,526 (+7%)

Value$1.9M (+$36.5K)

Filed 2026-11-04

PFG Advisors

INCREASED

Shares35,254 from 33,351

Change+1,903 (+6%)

Value$1.8M (+$6.6K)

Filed 2026-10-16

Triad Wealth Partners, LLC

INCREASED

Shares33,952 from 31,688

Change+2,264 (+7%)

Value$1.8M (+$71.0K)

Filed 2026-10-26

Selective Wealth Management, Inc.

INCREASED

Shares30,345 from 19,906

Change+10,439 (+52%)

Value$1.6M (+$516.0K)

Filed 2026-10-16

Kestra Private Wealth Services, LLC

INCREASED

Shares28,814 from 13,420

Change+15,394 (+115%)

Value$1.5M (+$762.0K)

Filed 2026-11-06

Cypress Financial Planning LLC

INCREASED

Shares26,555 from 25,315

Change+1,240 (+5%)

Value$1.4M (-$5.6K)

Filed 2026-10-09

Meredith Wealth Planning

DECREASED

Shares24,764 from 39,405

Change-14,641 (-37%)

Value$1.3M (-$868.9K)

Filed 2026-10-14

Bessemer Group Inc

UNCHANGED

Shares21,982 from 21,982

Change0 (0%)

Value$1.1M (-$61.0K)

Filed 2026-11-09

Cogent Private Wealth, Inc.

DECREASED

Shares19,671 from 42,645

Change-22,974 (-54%)

Value$1.0M (-$1.3M)

Filed 2026-11-06

Werba Rubin Papier Wealth Management

INCREASED

Shares18,290 from 17,527

Change+763 (+4%)

Value$949.4K (-$8.8K)

Filed 2026-11-06

Diversify Wealth Management, LLC

INCREASED

Shares17,949 from 16,028

Change+1,921 (+12%)

Value$943.3K (+$88.0K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares17,949 from 16,028

Change+1,921 (+12%)

Value$943.3K (+$88.0K)

Filed 2026-10-20

Firethorn Wealth Partners, LLC

INCREASED

Shares16,463 from 14,283

Change+2,180 (+15%)

Value$854.5K (+$73.7K)

Filed 2026-10-14

Sterling Wealth Management, Inc.

UNCHANGED

Shares15,212 from 15,212

Change0 (0%)

Value$789.6K (-$42.0K)

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

INCREASED

Shares14,445 from 11,391

Change+3,054 (+27%)

Value$749.8K (+$127.0K)

Filed 2026-11-03

Altman Advisors, Inc.

INCREASED

Shares14,228 from 12,608

Change+1,620 (+13%)

Value$738.5K (+$49.2K)

Filed 2026-11-05

XY Planning Network, Inc.

INCREASED

Shares13,082 from 6,823

Change+6,259 (+92%)

Value$679.0K (+$306.0K)

Filed 2026-10-14

Kane Co Wealth Management, Inc.

INCREASED

Shares11,025 from 9,125

Change+1,900 (+21%)

Value$572.3K (+$73.4K)

Filed 2026-11-04

Choreo, LLC

INCREASED

Shares10,813 from 9,733

Change+1,080 (+11%)

Value$561.3K (+$29.2K)

Filed 2026-10-28

Foundry Financial LLC

DECREASED

Shares10,644 from 14,068

Change-3,424 (-24%)

Value$552.5K (-$216.6K)

Filed 2026-10-16

Merit Financial Group, LLC

INCREASED

Shares10,604 from 6,926

Change+3,678 (+53%)

Value$550.4K (+$171.8K)

Filed 2026-11-06

Geneos Wealth Management Inc.

INCREASED

Shares10,423 from 8,532

Change+1,891 (+22%)

Value$541.1K (+$74.6K)

Filed 2026-11-09

Apollon Financial, LLC

INCREASED

Shares10,323 from 6,487

Change+3,836 (+59%)

Value$535.9K (+$181.2K)

Filed 2026-10-23

Austin Asset Management Co Inc

INCREASED

Shares9,887 from 3,940

Change+5,947 (+151%)

Value$513.2K (+$297.8K)

Filed 2026-10-29

Master's Wealth Management Inc.

DECREASED

Shares9,454 from 13,084

Change-3,630 (-28%)

Value$490.7K (-$224.6K)

Filed 2026-10-22

Nwam LLC

INCREASED

Shares9,044 from 4,396

Change+4,648 (+106%)

Value$469.4K (+$229.1K)

Filed 2026-11-09

Silver OAK Securities, Incorporated

DECREASED

Shares8,269 from 8,941

Change-672 (-8%)

Value$437.8K (-$51.0K)

Filed 2026-11-09

Williams & Novak Wealth Management, LLC

INCREASED

Shares7,987 from 6,114

Change+1,873 (+31%)

Value$414.6K (+$80.3K)

Filed 2026-10-09

Gradient Capital Advisors, LLC

INCREASED

Shares7,960 from 4,961

Change+2,999 (+60%)

Value$413.2K (+$142.0K)

Filed 2026-10-21

Aspire Private Capital, LLC

DECREASED

Shares7,823 from 10,975

Change-3,152 (-29%)

Value$406.1K (-$193.9K)

Filed 2026-11-05

Prospera Financial Services Inc

NEW

Shares7,767

Change+7,767

Value$408.6K

Filed 2026-11-04

USAdvisors Wealth Management, LLC

INCREASED

Shares7,496 from 6,902

Change+594 (+9%)

Value$389.0K (+$12.0K)

Filed 2026-10-21

Spectrum Advisors, Inc.

NEW

Shares7,478

Change+7,478

Value$388.2K

Filed 2026-11-03

Acorn Wealth Advisors, LLC

DECREASED

Shares7,196 from 9,098

Change-1,902 (-21%)

Value$373.5K (-$123.9K)

Filed 2026-10-19

Clarity Capital Advisors, LLC

INCREASED

Shares6,796 from 6,692

Change+104 (+2%)

Value$352.8K (-$13.1K)

Filed 2026-10-27

Concord Wealth Partners

DECREASED

Shares6,179 from 6,667

Change-488 (-7%)

Value$320.7K (-$43.8K)

Filed 2026-11-02

HB Wealth Management, LLC

NEW

Shares5,611

Change+5,611

Value$291.2K

Filed 2026-10-23

Krilogy Financial LLC

NEW

Shares5,468

Change+5,468

Value$285.7K

Filed 2026-10-13

Abel Hall, LLC

DECREASED

Shares5,018 from 6,747

Change-1,729 (-26%)

Value$260.5K (-$108.4K)

Filed 2026-10-19

Stirlingshire Investments, Inc.

INCREASED

Shares4,905 from 4,349

Change+556 (+13%)

Value$254.6K (+$16.9K)

Filed 2026-11-05

MGO One Seven LLC

UNCHANGED

Shares4,688 from 4,688

Change0 (0%)

Value$243.3K (-$13.0K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

NEW

Shares4,492

Change+4,492

Value$234.4K

Filed 2026-10-13

SwitchPoint Financial Planning, LLC

NEW

Shares4,300

Change+4,300

Value$223.2K

Filed 2026-11-02

Winnacle Wealth LLC

DECREASED

Shares4,180 from 6,027

Change-1,847 (-31%)

Value$217.0K (-$112.5K)

Filed 2026-10-15

Washington Trust Advisors, Inc.

INCREASED

Shares3,773 from 1,465

Change+2,308 (+158%)

Value$195.8K (+$115.7K)

Filed 2026-10-22

Ascentis Independent Advisors

NEW

Shares2,262

Change+2,262

Value$117.5K

Filed 2026-11-03

IFP Advisors, Inc

INCREASED

Shares2,094 from 742

Change+1,352 (+182%)

Value$108.7K (+$68.1K)

Filed 2026-10-16

Fifth Third Bancorp

UNCHANGED

Shares1,134 from 1,134

Change0 (0%)

Value$58.9K (-$3.1K)

Filed 2026-11-05

CoreCap Advisors, LLC

INCREASED

Shares1,117 from 1,100

Change+17 (+2%)

Value$58.0K (-$2.2K)

Filed 2026-10-08

Elevate Wealth Advisory, Inc

UNCHANGED

Shares1,116 from 1,116

Change0 (0%)

Value$57.9K (-$3.1K)

Filed 2026-10-29

City State Bank

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$51.9K (-$2.8K)

Filed 2026-10-20

Assetmark, Inc

INCREASED

Shares377 from 279

Change+98 (+35%)

Value$19.6K (+$4.3K)

Filed 2026-10-21

Silver Grove Financial Group, Inc.

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$3.2K (-$169)

Filed 2026-11-05

RCS Financial Planning, LLC

CLOSED

Shares0 from 5,457

Change-5,457 (-100%)

Value$0 (-$298.3K)

Filed 2026-10-14

IFG Advisory, LLC

CLOSED

Shares0 from 2,426

Change-2,426 (-100%)

Value$0 (-$132.6K)

Filed 2026-11-09

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 1,541,232

Change-1,541,232 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 990,203

Change-990,203 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 819,826

Change-819,826 (-100%)

Value—

Tencap Wealth Coaching, LLC

N/A

Shares— from 458,254

Change-458,254 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 351,603

Change-351,603 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 316,126

Change-316,126 (-100%)

Value—

Dravo BAY LLC

N/A

Shares— from 309,509

Change-309,509 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 306,515

Change-306,515 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 201,876

Change-201,876 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 199,814

Change-199,814 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 188,195

Change-188,195 (-100%)

Value—

Betterment LLC

N/A

Shares— from 175,871

Change-175,871 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 175,340

Change-175,340 (-100%)

Value—

E-Wealth Partners, LLC

N/A

Shares— from 174,700

Change-174,700 (-100%)

Value—

Optimus Capital Advisors, LLC

N/A

Shares— from 111,763

Change-111,763 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 104,528

Change-104,528 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 89,737

Change-89,737 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 83,013

Change-83,013 (-100%)

Value—

TRU Independence Asset Management 2, LLC

N/A

Shares— from 66,714

Change-66,714 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 62,731

Change-62,731 (-100%)

Value—

Parkwoods Wealth Partners, LLC

N/A

Shares— from 61,927

Change-61,927 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 61,067

Change-61,067 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 59,188

Change-59,188 (-100%)

Value—

Mission Hills Financial Advisory, LLC

N/A

Shares— from 53,974

Change-53,974 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 49,935

Change-49,935 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 49,364

Change-49,364 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 43,896

Change-43,896 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 37,878

Change-37,878 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 34,290

Change-34,290 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 27,411

Change-27,411 (-100%)

Value—

Xcelsior Advisor Partners LLC

N/A

Shares— from 25,908

Change-25,908 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 23,266

Change-23,266 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 16,018

Change-16,018 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 14,937

Change-14,937 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 12,408

Change-12,408 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 11,242

Change-11,242 (-100%)

Value—

Ponta Wealth Partners, LLC

N/A

Shares— from 10,781

Change-10,781 (-100%)

Value—

Nalls Sherbakoff Group, LLC

N/A

Shares— from 9,446

Change-9,446 (-100%)

Value—

Hershey Financial Advisers, LLC

N/A

Shares— from 9,403

Change-9,403 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 8,994

Change-8,994 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 7,198

Change-7,198 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 7,124

Change-7,124 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 5,185

Change-5,185 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 4,763

Change-4,763 (-100%)

Value—

Pinnacle Family Advisors, LLC

N/A

Shares— from 4,046

Change-4,046 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 3,942

Change-3,942 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 2,124

Change-2,124 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 1,510

Change-1,510 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 235

Change-235 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 209

Change-209 (-100%)

Value—

UBS Group AG

N/A

Shares— from 150

Change-150 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 123

Change-123 (-100%)

Value—

Pinney & Scofield, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Integrity Advisory Solutions, LLC	INCREASED	1,450,253	1,342,334	+107,919	+8%	$73.4M	$75.3M	+$1.9M	2026-10-29
Integrity Alliance, Llc.	INCREASED	907,409	905,653	+1,756	+0%	$49.5M	$47.1M	-$2.4M	2026-10-29
Three Arch Wealth Management LLC	INCREASED	631,238	571,496	+59,742	+10%	$31.2M	$32.8M	+$1.5M	2026-10-20
Allworth Financial LP	INCREASED	405,991	386,625	+19,366	+5%	$21.1M	$22.2M	+$1.1M	2026-11-06
Wealth Advisors Northwest LLC	INCREASED	403,654	382,291	+21,363	+6%	$20.9M	$21.0M	+$52.5K	2026-10-29
DiNuzzo Private Wealth, Inc.	DECREASED	321,181	322,435	-1,254	0%	$17.6M	$16.7M	-$956.1K	2026-10-16
RFG Advisory, LLC	INCREASED	302,525	285,441	+17,084	+6%	$15.6M	$15.7M	+$98.0K	2026-11-03
Mattern Wealth Management LLC	INCREASED	279,066	275,196	+3,870	+1%	$15.0M	$14.5M	-$559.6K	2026-11-04
Apella Capital, LLC	INCREASED	251,933	164,065	+87,868	+54%	$8.9M	$13.1M	+$4.2M	2026-10-08
AA Financial Advisors, LLC	DECREASED	240,643	321,150	-80,507	-25%	$17.6M	$12.5M	-$5.1M	2026-10-19
Park Avenue Securities LLC	INCREASED	230,050	189,811	+40,239	+21%	$10.4M	$11.9M	+$1.6M	2026-10-26
Commonwealth Equity Services, LLC	DECREASED	225,081	232,728	-7,647	-3%	$12.7M	$11.7M	-$1.0M	2026-11-02
Outbound Financial Inc	INCREASED	181,663	174,986	+6,677	+4%	$9.6M	$9.4M	-$137.0K	2026-10-13
Farther Finance Advisors, LLC	INCREASED	175,514	87,069	+88,445	+102%	$4.8M	$9.1M	+$4.4M	2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	INCREASED	159,445	148,321	+11,124	+8%	$8.1M	$8.3M	+$167.6K	2026-10-14
Beacon Hill Wealth Management Ltd.	INCREASED	151,077	126,290	+24,787	+20%	$6.9M	$7.8M	+$937.6K	2026-10-21
SageOak Financial, LLC	INCREASED	146,606	139,121	+7,485	+5%	$7.6M	$7.6M	+$4.1K	2026-10-19
Dynamic Advisor Solutions LLC	INCREASED	141,929	137,493	+4,436	+3%	$7.5M	$7.4M	-$149.7K	2026-10-13
CSP Financial Group, LLC	INCREASED	141,481	102,127	+39,354	+39%	$5.6M	$7.3M	+$1.8M	2026-10-26
Kestra Advisory Services, LLC	INCREASED	129,317	120,053	+9,264	+8%	$6.6M	$6.7M	+$149.1K	2026-11-02
Citigroup Inc	INCREASED	122,354	116,007	+6,347	+5%	$6.3M	$6.4M	+$8.9K	2026-11-04
LPL Financial LLC	INCREASED	112,281	50,999	+61,282	+120%	$2.8M	$5.8M	+$3.0M	2026-11-06
APS Management Group, Inc.	DECREASED	96,585	139,112	-42,527	-31%	$7.6M	$5.0M	-$2.6M	2026-10-14
Index Fund Advisors, Inc.	INCREASED	96,397	80,308	+16,089	+20%	$4.4M	$5.0M	+$613.2K	2026-11-05
Truist Financial Corp	INCREASED	92,983	77,808	+15,175	+20%	$4.3M	$4.8M	+$572.7K	2026-10-30
Thrivent Financial for Lutherans	NEW	70,903	—	+70,903	—	—	$3.7M	—	2026-11-05
Heffernan Advisory, Inc	INCREASED	62,400	48,043	+14,357	+30%	$2.6M	$3.2M	+$612.5K	2026-10-13
Porter White Investment Advisors, Inc.	INCREASED	53,344	25,120	+28,224	+112%	$1.4M	$2.8M	+$1.4M	2026-10-14
Great Valley Advisor Group, Inc.	INCREASED	52,256	40,712	+11,544	+28%	$2.2M	$2.7M	+$485.8K	2026-11-09
Cambridge Investment Research Advisors, Inc.	INCREASED	50,565	45,946	+4,619	+10%	$2.5M	$2.6M	+$113.0K	2026-11-02
Sowell Financial Services LLC	INCREASED	50,546	42,038	+8,508	+20%	$2.3M	$2.6M	+$325.4K	2026-10-23
Venture Visionary Partners LLC	DECREASED	48,435	68,096	-19,661	-29%	$3.7M	$2.5M	-$1.2M	2026-10-07
Simplicity Wealth,LLC	INCREASED	41,431	37,733	+3,698	+10%	$2.1M	$2.2M	+$87.7K	2026-10-23
Two West Capital Advisors LLC	INCREASED	39,304	36,030	+3,274	+9%	$1.9M	$2.0M	+$92.9K	2026-10-15
Tcfg Investment Advisors, LLC	DECREASED	37,743	49,914	-12,171	-24%	$2.7M	$2.0M	-$769.7K	2026-10-20
EverSource Wealth Advisors, LLC	INCREASED	36,781	34,255	+2,526	+7%	$1.9M	$1.9M	+$36.5K	2026-11-04
PFG Advisors	INCREASED	35,254	33,351	+1,903	+6%	$1.8M	$1.8M	+$6.6K	2026-10-16
Triad Wealth Partners, LLC	INCREASED	33,952	31,688	+2,264	+7%	$1.7M	$1.8M	+$71.0K	2026-10-26
Selective Wealth Management, Inc.	INCREASED	30,345	19,906	+10,439	+52%	$1.1M	$1.6M	+$516.0K	2026-10-16
Kestra Private Wealth Services, LLC	INCREASED	28,814	13,420	+15,394	+115%	$733.7K	$1.5M	+$762.0K	2026-11-06
Cypress Financial Planning LLC	INCREASED	26,555	25,315	+1,240	+5%	$1.4M	$1.4M	-$5.6K	2026-10-09
Meredith Wealth Planning	DECREASED	24,764	39,405	-14,641	-37%	$2.2M	$1.3M	-$868.9K	2026-10-14
Bessemer Group Inc	UNCHANGED	21,982	21,982	0	0%	$1.2M	$1.1M	-$61.0K	2026-11-09
Cogent Private Wealth, Inc.	DECREASED	19,671	42,645	-22,974	-54%	$2.3M	$1.0M	-$1.3M	2026-11-06
Werba Rubin Papier Wealth Management	INCREASED	18,290	17,527	+763	+4%	$958.2K	$949.4K	-$8.8K	2026-11-06
Diversify Wealth Management, LLC	INCREASED	17,949	16,028	+1,921	+12%	$855.3K	$943.3K	+$88.0K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	17,949	16,028	+1,921	+12%	$855.3K	$943.3K	+$88.0K	2026-10-20
Firethorn Wealth Partners, LLC	INCREASED	16,463	14,283	+2,180	+15%	$780.8K	$854.5K	+$73.7K	2026-10-14
Sterling Wealth Management, Inc.	UNCHANGED	15,212	15,212	0	0%	$831.6K	$789.6K	-$42.0K	2026-10-23
Ashton Thomas Private Wealth, LLC	INCREASED	14,445	11,391	+3,054	+27%	$622.7K	$749.8K	+$127.0K	2026-11-03
Altman Advisors, Inc.	INCREASED	14,228	12,608	+1,620	+13%	$689.3K	$738.5K	+$49.2K	2026-11-05
XY Planning Network, Inc.	INCREASED	13,082	6,823	+6,259	+92%	$373.0K	$679.0K	+$306.0K	2026-10-14
Kane Co Wealth Management, Inc.	INCREASED	11,025	9,125	+1,900	+21%	$498.9K	$572.3K	+$73.4K	2026-11-04
Choreo, LLC	INCREASED	10,813	9,733	+1,080	+11%	$532.1K	$561.3K	+$29.2K	2026-10-28
Foundry Financial LLC	DECREASED	10,644	14,068	-3,424	-24%	$769.1K	$552.5K	-$216.6K	2026-10-16
Merit Financial Group, LLC	INCREASED	10,604	6,926	+3,678	+53%	$378.7K	$550.4K	+$171.8K	2026-11-06
Geneos Wealth Management Inc.	INCREASED	10,423	8,532	+1,891	+22%	$466.4K	$541.1K	+$74.6K	2026-11-09
Apollon Financial, LLC	INCREASED	10,323	6,487	+3,836	+59%	$354.7K	$535.9K	+$181.2K	2026-10-23
Austin Asset Management Co Inc	INCREASED	9,887	3,940	+5,947	+151%	$215.4K	$513.2K	+$297.8K	2026-10-29
Master's Wealth Management Inc.	DECREASED	9,454	13,084	-3,630	-28%	$715.3K	$490.7K	-$224.6K	2026-10-22
Nwam LLC	INCREASED	9,044	4,396	+4,648	+106%	$240.3K	$469.4K	+$229.1K	2026-11-09
Silver OAK Securities, Incorporated	DECREASED	8,269	8,941	-672	-8%	$488.8K	$437.8K	-$51.0K	2026-11-09
Williams & Novak Wealth Management, LLC	INCREASED	7,987	6,114	+1,873	+31%	$334.3K	$414.6K	+$80.3K	2026-10-09
Gradient Capital Advisors, LLC	INCREASED	7,960	4,961	+2,999	+60%	$271.2K	$413.2K	+$142.0K	2026-10-21
Aspire Private Capital, LLC	DECREASED	7,823	10,975	-3,152	-29%	$600.0K	$406.1K	-$193.9K	2026-11-05
Prospera Financial Services Inc	NEW	7,767	—	+7,767	—	—	$408.6K	—	2026-11-04
USAdvisors Wealth Management, LLC	INCREASED	7,496	6,902	+594	+9%	$377.0K	$389.0K	+$12.0K	2026-10-21
Spectrum Advisors, Inc.	NEW	7,478	—	+7,478	—	—	$388.2K	—	2026-11-03
Acorn Wealth Advisors, LLC	DECREASED	7,196	9,098	-1,902	-21%	$497.4K	$373.5K	-$123.9K	2026-10-19
Clarity Capital Advisors, LLC	INCREASED	6,796	6,692	+104	+2%	$365.9K	$352.8K	-$13.1K	2026-10-27
Concord Wealth Partners	DECREASED	6,179	6,667	-488	-7%	$364.5K	$320.7K	-$43.8K	2026-11-02
HB Wealth Management, LLC	NEW	5,611	—	+5,611	—	—	$291.2K	—	2026-10-23
Krilogy Financial LLC	NEW	5,468	—	+5,468	—	—	$285.7K	—	2026-10-13
Abel Hall, LLC	DECREASED	5,018	6,747	-1,729	-26%	$368.8K	$260.5K	-$108.4K	2026-10-19
Stirlingshire Investments, Inc.	INCREASED	4,905	4,349	+556	+13%	$237.8K	$254.6K	+$16.9K	2026-11-05
MGO One Seven LLC	UNCHANGED	4,688	4,688	0	0%	$256.3K	$243.3K	-$13.0K	2026-10-28
Wealth Enhancement Advisory Services, LLC	NEW	4,492	—	+4,492	—	—	$234.4K	—	2026-10-13
SwitchPoint Financial Planning, LLC	NEW	4,300	—	+4,300	—	—	$223.2K	—	2026-11-02
Winnacle Wealth LLC	DECREASED	4,180	6,027	-1,847	-31%	$329.5K	$217.0K	-$112.5K	2026-10-15
Washington Trust Advisors, Inc.	INCREASED	3,773	1,465	+2,308	+158%	$80.1K	$195.8K	+$115.7K	2026-10-22
Ascentis Independent Advisors	NEW	2,262	—	+2,262	—	—	$117.5K	—	2026-11-03
IFP Advisors, Inc	INCREASED	2,094	742	+1,352	+182%	$40.6K	$108.7K	+$68.1K	2026-10-16
Fifth Third Bancorp	UNCHANGED	1,134	1,134	0	0%	$62.0K	$58.9K	-$3.1K	2026-11-05
CoreCap Advisors, LLC	INCREASED	1,117	1,100	+17	+2%	$60.1K	$58.0K	-$2.2K	2026-10-08
Elevate Wealth Advisory, Inc	UNCHANGED	1,116	1,116	0	0%	$61.0K	$57.9K	-$3.1K	2026-10-29
City State Bank	UNCHANGED	1,000	1,000	0	0%	$54.7K	$51.9K	-$2.8K	2026-10-20
Assetmark, Inc	INCREASED	377	279	+98	+35%	$15.3K	$19.6K	+$4.3K	2026-10-21
Silver Grove Financial Group, Inc.	UNCHANGED	61	61	0	0%	$3.3K	$3.2K	-$169	2026-11-05
RCS Financial Planning, LLC	CLOSED	0	5,457	-5,457	-100%	$298.3K	$0	-$298.3K	2026-10-14
IFG Advisory, LLC	CLOSED	0	2,426	-2,426	-100%	$132.6K	$0	-$132.6K	2026-11-09
Vestmark Advisory Solutions, Inc.	N/A	—	1,541,232	-1,541,232	-100%	$84.3M	—	—	—
Bank of America Corp	N/A	—	990,203	-990,203	-100%	$54.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	819,826	-819,826	-100%	$44.8M	—	—	—
Tencap Wealth Coaching, LLC	N/A	—	458,254	-458,254	-100%	$25.1M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	351,603	-351,603	-100%	$19.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	316,126	-316,126	-100%	$17.3M	—	—	—
Dravo BAY LLC	N/A	—	309,509	-309,509	-100%	$16.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	306,515	-306,515	-100%	$16.8M	—	—	—
IMA Advisory Services, Inc.	N/A	—	201,876	-201,876	-100%	$11.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	199,814	-199,814	-100%	$10.9M	—	—	—
Baird Financial Group, Inc.	N/A	—	188,195	-188,195	-100%	$10.3M	—	—	—
Betterment LLC	N/A	—	175,871	-175,871	-100%	$9.6M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	175,340	-175,340	-100%	$9.6M	—	—	—
E-Wealth Partners, LLC	N/A	—	174,700	-174,700	-100%	$9.6M	—	—	—
Optimus Capital Advisors, LLC	N/A	—	111,763	-111,763	-100%	$6.1M	—	—	—
Vantage Point Financial LLC	N/A	—	104,528	-104,528	-100%	$5.7M	—	—	—
Wells Fargo & Company	N/A	—	89,737	-89,737	-100%	$4.9M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	83,013	-83,013	-100%	$4.5M	—	—	—
TRU Independence Asset Management 2, LLC	N/A	—	66,714	-66,714	-100%	$3.6M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	62,731	-62,731	-100%	$3.4M	—	—	—
Parkwoods Wealth Partners, LLC	N/A	—	61,927	-61,927	-100%	$3.4M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	61,067	-61,067	-100%	$3.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	59,188	-59,188	-100%	$3.2M	—	—	—
Mission Hills Financial Advisory, LLC	N/A	—	53,974	-53,974	-100%	$3.0M	—	—	—
JPMorgan Chase & Co	N/A	—	49,935	-49,935	-100%	$2.7M	—	—	—
Stratos Investment Management, LLC	N/A	—	49,364	-49,364	-100%	$2.7M	—	—	—
Cerity Partners LLC	N/A	—	43,896	-43,896	-100%	$2.4M	—	—	—
GeoWealth Management, LLC	N/A	—	37,878	-37,878	-100%	$2.1M	—	—	—
Smartleaf Asset Management LLC	N/A	—	34,290	-34,290	-100%	$1.9M	—	—	—
Savvy Advisors, Inc.	N/A	—	27,411	-27,411	-100%	$1.5M	—	—	—
Xcelsior Advisor Partners LLC	N/A	—	25,908	-25,908	-100%	$1.4M	—	—	—
CreativeOne Wealth, LLC	N/A	—	23,266	-23,266	-100%	$1.3M	—	—	—
Composition Wealth, LLC	N/A	—	16,018	-16,018	-100%	$875.7K	—	—	—
Quadrature Capital Ltd	N/A	—	14,937	-14,937	-100%	$816.6K	—	—	—
SEI Investments Co	N/A	—	12,408	-12,408	-100%	$678.3K	—	—	—
IHT Wealth Management, LLC	N/A	—	11,242	-11,242	-100%	$614.6K	—	—	—
Ponta Wealth Partners, LLC	N/A	—	10,781	-10,781	-100%	$589.4K	—	—	—
Nalls Sherbakoff Group, LLC	N/A	—	9,446	-9,446	-100%	$516.4K	—	—	—
Hershey Financial Advisers, LLC	N/A	—	9,403	-9,403	-100%	$514.1K	—	—	—
AE Wealth Management LLC	N/A	—	8,994	-8,994	-100%	$491.7K	—	—	—
MML Investors Services, LLC	N/A	—	7,198	-7,198	-100%	$393.5K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	7,124	-7,124	-100%	$389.3K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	5,185	-5,185	-100%	$283.5K	—	—	—
Advyzon Investment Management, LLC	N/A	—	4,763	-4,763	-100%	$260.4K	—	—	—
Pinnacle Family Advisors, LLC	N/A	—	4,046	-4,046	-100%	$221.2K	—	—	—
Pathstone Holdings, LLC	N/A	—	3,942	-3,942	-100%	$215.5K	—	—	—
Millstone Evans Group, LLC	N/A	—	2,124	-2,124	-100%	$116.1K	—	—	—
Topsail Wealth Management, LLC	N/A	—	1,510	-1,510	-100%	$82.6K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	235	-235	-100%	$12.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	209	-209	-100%	$11.4K	—	—	—
UBS Group AG	N/A	—	150	-150	-100%	$8.2K	—	—	—
Rialto Wealth Management, LLC	N/A	—	123	-123	-100%	$6.7K	—	—	—
Pinney & Scofield, Inc.	N/A	—	10	-10	-100%	$543	—	—	—

Showing 143 of 143 institutions