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DIM GBL EX US C Fixed Inc (DFGX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Apella Capital, LLC
INCREASED
Shares2,570,092 from 2,259,550
Change+310,542 (+14%)
Value$131.9M (+$11.5M)
Filed 2026-10-08
Ironwood Wealth Management, Llc.
INCREASED
Shares1,190,958 from 952,480
Change+238,478 (+25%)
Value$60.9M (+$9.9M)
Filed 2026-10-28
JMG Financial Group, Ltd.
INCREASED
Shares781,216 from 288,905
Change+492,311 (+170%)
Value$40.0M (+$24.5M)
Filed 2026-11-10
United Wealth Management, LLC
INCREASED
Shares693,643 from 676,064
Change+17,579 (+3%)
Value$35.5M (-$761.6K)
Filed 2026-10-30
Private Wealth Management Group, LLC
INCREASED
Shares690,153 from 635,640
Change+54,513 (+9%)
Value$35.3M (+$1.2M)
Filed 2026-10-19
Guardian Wealth Management, LLC
INCREASED
Shares552,713 from 486,969
Change+65,744 (+14%)
Value$28.3M (+$2.2M)
Filed 2026-10-14
BCM Advisors, LLC
INCREASED
Shares502,353 from 14,921
Change+487,432 (+3267%)
Value$26.0M (+$25.2M)
Filed 2026-11-03
HighTower Advisors, LLC
INCREASED
Shares479,062 from 468,562
Change+10,500 (+2%)
Value$24.5M (-$613.9K)
Filed 2026-11-10
Alpha Financial Advisors, LLC
INCREASED
Shares474,508 from 467,359
Change+7,149 (+2%)
Value$24.3M (-$782.4K)
Filed 2026-11-09
Verisail Partners, LLC
INCREASED
Shares470,744 from 450,943
Change+19,801 (+4%)
Value$24.1M (-$95.1K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares437,236 from 222,418
Change+214,818 (+97%)
Value$22.4M (+$10.4M)
Filed 2026-10-29
Equita Financial Network, Inc.
INCREASED
Shares392,612 from 365,866
Change+26,746 (+7%)
Value$20.1M (+$469.1K)
Filed 2026-10-19
Mattern Wealth Management LLC
INCREASED
Shares386,380 from 384,379
Change+2,001 (+1%)
Value$19.8M (-$841.8K)
Filed 2026-11-04
Strathmore Capital Advisors, Inc.
INCREASED
Shares350,437 from 263,676
Change+86,761 (+33%)
Value$18.3M (+$4.5M)
Filed 2026-11-09
Oakwell Private Wealth Management, LLC
INCREASED
Shares345,961 from 310,477
Change+35,484 (+11%)
Value$17.7M (+$1.1M)
Filed 2026-11-06
Elser Financial Planning, Inc
DECREASED
Shares342,934 from 779,026
Change-436,092 (-56%)
Value$17.5M (-$24.2M)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares340,781 from 254,386
Change+86,395 (+34%)
Value$17.4M (+$3.8M)
Filed 2026-10-29
Kestra Investment Management, LLC
DECREASED
Shares328,475 from 337,014
Change-8,539 (-3%)
Value$16.8M (-$1.3M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares322,720 from 279,075
Change+43,645 (+16%)
Value$16.5M (+$1.5M)
Filed 2026-10-21
Clarity Wealth Development LLC
INCREASED
Shares295,919 from 219,887
Change+76,032 (+35%)
Value$15.1M (+$3.3M)
Filed 2026-10-22
Johnson Wealth Management, LLC
INCREASED
Shares275,219 from 243,427
Change+31,792 (+13%)
Value$14.1M (+$1.0M)
Filed 2026-11-09
Babb Wealth Advisors LLC
INCREASED
Shares274,830 from 257,900
Change+16,930 (+7%)
Value$14.1M (+$232.3K)
Filed 2026-10-30
Shotwell Rutter Baer Inc
INCREASED
Shares273,971 from 264,904
Change+9,067 (+3%)
Value$14.0M (-$187.0K)
Filed 2026-10-14
Yardley Wealth Management LLC
INCREASED
Shares270,580 from 252,993
Change+17,587 (+7%)
Value$13.8M (+$277.9K)
Filed 2026-10-23
Market Street Wealth Management Advisors LLC
DECREASED
Shares264,225 from 738,963
Change-474,738 (-64%)
Value$13.5M (-$26.1M)
Filed 2026-10-09
SageOak Financial, LLC
INCREASED
Shares262,945 from 246,732
Change+16,213 (+7%)
Value$13.4M (+$223.1K)
Filed 2026-10-19
Beacon Hill Wealth Management Ltd.
INCREASED
Shares235,536 from 206,600
Change+28,936 (+14%)
Value$12.0M (+$972.3K)
Filed 2026-10-21
E6 Portfolios, LLC
INCREASED
Shares218,924 from 186,105
Change+32,819 (+18%)
Value$11.2M (+$1.2M)
Filed 2026-10-26
AA Financial Advisors, LLC
INCREASED
Shares212,031 from 151,798
Change+60,233 (+40%)
Value$10.8M (+$2.7M)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares198,896 from 188,565
Change+10,331 (+5%)
Value$10.2M (+$65.2K)
Filed 2026-10-14
Porter White Investment Advisors, Inc.
INCREASED
Shares159,960 from 78,642
Change+81,318 (+103%)
Value$8.2M (+$4.0M)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares147,445 from 130,926
Change+16,519 (+13%)
Value$7.5M (+$523.0K)
Filed 2026-10-26
Burton Enright Welch
NEW
Shares137,165
Change+137,165
Value$7.0M
Filed 2026-11-04
Cornerstone Wealth Partners, LLC
INCREASED
Shares134,882 from 102,092
Change+32,790 (+32%)
Value$6.9M (+$1.4M)
Filed 2026-10-28
Savant Capital, LLC
DECREASED
Shares124,432 from 274,405
Change-149,973 (-55%)
Value$6.4M (-$8.3M)
Filed 2026-11-06
Heffernan Advisory, Inc
INCREASED
Shares117,800 from 97,067
Change+20,733 (+21%)
Value$6.0M (+$821.8K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
DECREASED
Shares114,006 from 357,028
Change-243,022 (-68%)
Value$5.8M (-$13.3M)
Filed 2026-10-26
AlphaStar Capital Management, LLC
INCREASED
Shares108,491 from 103,844
Change+4,647 (+4%)
Value$5.5M (-$17.4K)
Filed 2026-10-16
DiNuzzo Private Wealth, Inc.
DECREASED
Shares103,647 from 106,944
Change-3,297 (-3%)
Value$5.3M (-$431.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares103,031 from 111,512
Change-8,481 (-8%)
Value$5.3M (-$707.6K)
Filed 2026-10-08
Index Fund Advisors, Inc.
INCREASED
Shares96,675 from 79,477
Change+17,198 (+22%)
Value$4.9M (+$684.3K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares96,309 from 72,170
Change+24,139 (+33%)
Value$4.9M (+$1.1M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares95,005 from 80,881
Change+14,124 (+17%)
Value$4.9M (+$523.6K)
Filed 2026-10-30
Sterling Wealth Management, Inc.
DECREASED
Shares91,003 from 112,208
Change-21,205 (-19%)
Value$4.7M (-$1.4M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares87,514 from 40,808
Change+46,706 (+114%)
Value$4.5M (+$2.3M)
Filed 2026-11-02
Silver OAK Wealth Advisors Services, LLC
DECREASED
Shares82,232 from 91,577
Change-9,345 (-10%)
Value$4.2M (-$702.3K)
Filed 2026-11-09
Schwallier Wealth Management LLC
INCREASED
Shares81,393 from 76,508
Change+4,885 (+6%)
Value$4.2M (+$61.9K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares73,804 from 74,560
Change-756 (-1%)
Value$3.8M (-$222.0K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares69,681 from 54,083
Change+15,598 (+29%)
Value$3.6M (+$664.8K)
Filed 2026-10-23
Tableaux LLC
INCREASED
Shares67,430 from 64,939
Change+2,491 (+4%)
Value$3.4M (-$32.1K)
Filed 2026-10-23
Hassell Wealth Management, LLC
INCREASED
Shares67,414 from 40,202
Change+27,212 (+68%)
Value$3.4M (+$1.3M)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares63,246 from 53,213
Change+10,033 (+19%)
Value$3.2M (+$382.4K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares61,829 from 30,275
Change+31,554 (+104%)
Value$3.2M (+$1.5M)
Filed 2026-11-06
Cogent Private Wealth, Inc.
DECREASED
Shares58,910 from 61,411
Change-2,501 (-4%)
Value$3.0M (-$278.7K)
Filed 2026-11-06
3 Factor Indexing, LLC
DECREASED
Shares53,667 from 56,123
Change-2,456 (-4%)
Value$2.7M (-$263.5K)
Filed 2026-10-15
Wealth Advisors Northwest LLC
INCREASED
Shares52,461 from 47,544
Change+4,917 (+10%)
Value$2.7M (+$134.7K)
Filed 2026-10-29
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares49,733 from 19,178
Change+30,555 (+159%)
Value$2.5M (+$1.5M)
Filed 2026-10-26
Donalies Financial Planning, LLC
INCREASED
Shares49,360 from 45,474
Change+3,886 (+9%)
Value$2.5M (+$87.0K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares47,795 from 45,072
Change+2,723 (+6%)
Value$2.4M (+$28.6K)
Filed 2026-11-04
Selective Wealth Management, Inc.
INCREASED
Shares47,652 from 34,159
Change+13,493 (+40%)
Value$2.5M (+$649.4K)
Filed 2026-10-16
Vested Financial Planning, LLC
INCREASED
Shares46,716 from 42,647
Change+4,069 (+10%)
Value$2.4M (+$103.3K)
Filed 2026-10-28
Greenwood Capital Associates LLC
INCREASED
Shares46,483 from 37,170
Change+9,313 (+25%)
Value$2.4M (+$385.0K)
Filed 2026-10-27
Outbound Financial Inc
INCREASED
Shares46,337 from 45,373
Change+964 (+2%)
Value$2.4M (-$62.1K)
Filed 2026-10-13
Level Financial Advisors
INCREASED
Shares44,317 from 12,982
Change+31,335 (+241%)
Value$2.3M (+$1.6M)
Filed 2026-10-13
Spectrum Advisors, Inc.
DECREASED
Shares43,995 from 67,147
Change-23,152 (-34%)
Value$2.2M (-$1.3M)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares43,037 from 40,826
Change+2,211 (+5%)
Value$2.2M (+$12.8K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares42,297 from 52,959
Change-10,662 (-20%)
Value$2.2M (-$675.3K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares40,722 from 17,237
Change+23,485 (+136%)
Value$2.1M (+$1.2M)
Filed 2026-10-23
Torren Management, LLC
DECREASED
Shares35,523 from 41,194
Change-5,671 (-14%)
Value$1.8M (-$391.2K)
Filed 2026-10-29
TCI Wealth Advisors, Inc.
NEW
Shares34,851
Change+34,851
Value$1.8M
Filed 2026-10-30
Kane Co Wealth Management, Inc.
INCREASED
Shares32,230 from 26,290
Change+5,940 (+23%)
Value$1.6M (+$239.2K)
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares28,284
Change+28,284
Value$1.4M
Filed 2026-11-05
CSP Financial Group, LLC
INCREASED
Shares23,461 from 9,123
Change+14,338 (+157%)
Value$1.2M (+$710.8K)
Filed 2026-10-26
Triad Wealth Partners, LLC
INCREASED
Shares23,444 from 20,368
Change+3,076 (+15%)
Value$1.2M (+$131.7K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares21,993 from 13,898
Change+8,095 (+58%)
Value$1.1M (+$392.1K)
Filed 2026-11-04
Reap Financial Group, LLC
INCREASED
Shares20,706 from 13,410
Change+7,296 (+54%)
Value$1.1M (+$340.2K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares20,201 from 19,485
Change+716 (+4%)
Value$1.0M (-$11.3K)
Filed 2026-10-13
First Financial Group Corp
INCREASED
Shares17,860 from 14,600
Change+3,260 (+22%)
Value$913.3K (+$130.9K)
Filed 2026-10-22
Geneos Wealth Management Inc.
INCREASED
Shares17,770 from 12,701
Change+5,069 (+40%)
Value$908.8K (+$228.1K)
Filed 2026-11-09
BWM Planning, LLC
UNCHANGED
Shares17,628 from 17,628
Change0 (0%)
Value$901.5K (-$43.3K)
Filed 2026-11-09
W.H. Cornerstone Investments Inc.
DECREASED
Shares17,492 from 29,480
Change-11,988 (-41%)
Value$894.5K (-$685.4K)
Filed 2026-11-03
Grand Wealth Management, LLC
INCREASED
Shares16,484 from 4,954
Change+11,530 (+233%)
Value$843.0K (+$577.5K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,333 from 12,800
Change+2,533 (+20%)
Value$784.1K (+$98.1K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares14,108 from 14,114
Change-6 (0%)
Value$721.5K (-$35.0K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares12,858 from 12,270
Change+588 (+5%)
Value$657.5K (-$69)
Filed 2026-10-20
Washington Trust Advisors, Inc.
INCREASED
Shares12,746 from 9,902
Change+2,844 (+29%)
Value$651.8K (+$121.1K)
Filed 2026-10-22
USAdvisors Wealth Management, LLC
INCREASED
Shares11,780 from 10,782
Change+998 (+9%)
Value$602.0K (+$25.0K)
Filed 2026-10-21
Leading Edge Financial Planning LLC
INCREASED
Shares11,447 from 10,719
Change+728 (+7%)
Value$585.4K (+$10.9K)
Filed 2026-10-23
Foundry Financial LLC
DECREASED
Shares11,308 from 11,830
Change-522 (-4%)
Value$578.3K (-$55.7K)
Filed 2026-10-16
Factor Wealth Management LTD
DECREASED
Shares10,803 from 11,500
Change-697 (-6%)
Value$552.4K (-$63.9K)
Filed 2026-10-08
Great Valley Advisor Group, Inc.
NEW
Shares10,673
Change+10,673
Value$546.0K
Filed 2026-11-09
Krilogy Financial LLC
NEW
Shares10,553
Change+10,553
Value$542.6K
Filed 2026-10-13
Aspire Private Capital, LLC
INCREASED
Shares10,501 from 8,812
Change+1,689 (+19%)
Value$537.0K (+$64.8K)
Filed 2026-11-05
Werba Rubin Papier Wealth Management
INCREASED
Shares9,885 from 9,608
Change+277 (+3%)
Value$505.5K (-$9.4K)
Filed 2026-11-06
MGO One Seven LLC
UNCHANGED
Shares9,801 from 9,801
Change0 (0%)
Value$501.2K (-$24.1K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares9,759 from 7,853
Change+1,906 (+24%)
Value$499.1K (+$78.2K)
Filed 2026-10-16
LAM Group, Inc.
DECREASED
Shares8,460 from 10,205
Change-1,745 (-17%)
Value$432.6K (-$114.3K)
Filed 2026-10-26
Physician Wealth Solutions Inc.
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$419.3K (-$20.1K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
INCREASED
Shares7,635 from 6,627
Change+1,008 (+15%)
Value$390.4K (+$35.3K)
Filed 2026-10-28
Amicus Financial Advisors, LLC
NEW
Shares7,327
Change+7,327
Value$374.7K
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares7,219 from 6,088
Change+1,131 (+19%)
Value$369.2K (+$42.9K)
Filed 2026-11-06
Venture Visionary Partners LLC
INCREASED
Shares6,806 from 6,077
Change+729 (+12%)
Value$348.1K (+$22.4K)
Filed 2026-10-07
International Private Wealth Advisors LLC
NEW
Shares6,774
Change+6,774
Value$346.4K
Filed 2026-11-05
Silver OAK Securities, Incorporated
INCREASED
Shares6,649 from 5,682
Change+967 (+17%)
Value$347.0K (+$42.4K)
Filed 2026-11-09
MB Generational Wealth, LLC
UNCHANGED
Shares6,550 from 6,550
Change0 (0%)
Value$335.0K (-$16.1K)
Filed 2026-11-09
XY Planning Network, Inc.
INCREASED
Shares6,436 from 6,273
Change+163 (+3%)
Value$329.1K (-$7.1K)
Filed 2026-10-14
Oceanside Advisors LLC
UNCHANGED
Shares5,901 from 5,901
Change0 (0%)
Value$301.8K (-$14.5K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares5,764 from 5,683
Change+81 (+1%)
Value$294.8K (-$9.8K)
Filed 2026-10-28
Victory Financial Group, LLC
DECREASED
Shares5,708 from 5,725
Change-17 (0%)
Value$291.9K (-$14.9K)
Filed 2026-10-27
Stirlingshire Investments, Inc.
DECREASED
Shares5,635 from 5,761
Change-126 (-2%)
Value$288.2K (-$20.6K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,631 from 5,614
Change+17 (+0%)
Value$289.1K (-$9.9K)
Filed 2026-10-13
Concord Wealth Partners
INCREASED
Shares5,593 from 2,810
Change+2,783 (+99%)
Value$286.0K (+$135.4K)
Filed 2026-11-02
Apollon Financial, LLC
NEW
Shares5,266
Change+5,266
Value$269.3K
Filed 2026-10-23
Williams & Novak Wealth Management, LLC
NEW
Shares4,758
Change+4,758
Value$243.3K
Filed 2026-10-09
Diversify Advisory Services, LLC
INCREASED
Shares4,607 from 4,299
Change+308 (+7%)
Value$238.1K (+$13.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares4,607 from 4,299
Change+308 (+7%)
Value$238.1K (+$13.1K)
Filed 2026-10-20
Aspen Wealth Management LLC
INCREASED
Shares4,549 from 4,521
Change+28 (+1%)
Value$232.6K (-$9.7K)
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares4,333 from 6,249
Change-1,916 (-31%)
Value$221.6K (-$113.3K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
DECREASED
Shares4,249 from 5,576
Change-1,327 (-24%)
Value$217.3K (-$81.6K)
Filed 2026-10-19
Tillman Hartley LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$204.6K (-$9.8K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares3,335 from 2,045
Change+1,290 (+63%)
Value$170.5K (+$60.9K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares1,841
Change+1,841
Value$94.1K
Filed 2026-10-21
Harbour Investments, Inc.
INCREASED
Shares1,626 from 1,608
Change+18 (+1%)
Value$83.1K (-$3.1K)
Filed 2026-11-09
Coston, McIsaac & Partners
INCREASED
Shares761 from 758
Change+3 (+0%)
Value$38.9K (+$38.9K)
Filed 2026-11-06
Birch Financial Group, LLC
NEW
Shares688
Change+688
Value$35.2K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares682 from 630
Change+52 (+8%)
Value$34.9K (+$1.1K)
Filed 2026-11-05
IFG Advisory, LLC
DECREASED
Shares628 from 3,044
Change-2,416 (-79%)
Value$32.1K (-$131.1K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares495
Change+495
Value$25.3K
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$14.8K (-$710)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$14.4K (-$690)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
INCREASED
Shares133 from 126
Change+7 (+6%)
Value$6.8K (+$48)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 6,724
Change-6,724 (-100%)
Value$0 (-$360.4K)
Filed 2026-10-16
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 4,798
Change-4,798 (-100%)
Value$0 (-$257.1K)
Filed 2026-10-20
Go Invest LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-09
Planning Center, Inc.
N/A
Shares— from 1,595,524
Change-1,595,524 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 660,685
Change-660,685 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 594,298
Change-594,298 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 387,348
Change-387,348 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 372,058
Change-372,058 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 334,133
Change-334,133 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 316,735
Change-316,735 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 287,453
Change-287,453 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 272,457
Change-272,457 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 271,081
Change-271,081 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 270,512
Change-270,512 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 196,295
Change-196,295 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 193,410
Change-193,410 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 170,910
Change-170,910 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 145,346
Change-145,346 (-100%)
Value—
Betterment LLC
N/A
Shares— from 107,366
Change-107,366 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 105,751
Change-105,751 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 99,867
Change-99,867 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 92,181
Change-92,181 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 90,507
Change-90,507 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 87,479
Change-87,479 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 82,777
Change-82,777 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 70,141
Change-70,141 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 69,354
Change-69,354 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 68,806
Change-68,806 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 66,142
Change-66,142 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 63,426
Change-63,426 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 59,360
Change-59,360 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 55,520
Change-55,520 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 53,887
Change-53,887 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 53,193
Change-53,193 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,825
Change-37,825 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 32,137
Change-32,137 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 17,203
Change-17,203 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 16,714
Change-16,714 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,660
Change-8,660 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 286
Change-286 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 175
Change-175 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Apella Capital, LLC
INCREASED2,570,0922,259,550+310,542+14%$120.3M$131.9M+$11.5M2026-10-08
Ironwood Wealth Management, Llc.
INCREASED1,190,958952,480+238,478+25%$51.0M$60.9M+$9.9M2026-10-28
JMG Financial Group, Ltd.
INCREASED781,216288,905+492,311+170%$15.5M$40.0M+$24.5M2026-11-10
United Wealth Management, LLC
INCREASED693,643676,064+17,579+3%$36.2M$35.5M-$761.6K2026-10-30
Private Wealth Management Group, LLC
INCREASED690,153635,640+54,513+9%$34.1M$35.3M+$1.2M2026-10-19
Guardian Wealth Management, LLC
INCREASED552,713486,969+65,744+14%$26.1M$28.3M+$2.2M2026-10-14
BCM Advisors, LLC
INCREASED502,35314,921+487,432+3267%$779.0K$26.0M+$25.2M2026-11-03
HighTower Advisors, LLC
INCREASED479,062468,562+10,500+2%$25.1M$24.5M-$613.9K2026-11-10
Alpha Financial Advisors, LLC
INCREASED474,508467,359+7,149+2%$25.0M$24.3M-$782.4K2026-11-09
Verisail Partners, LLC
INCREASED470,744450,943+19,801+4%$24.2M$24.1M-$95.1K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED437,236222,418+214,818+97%$11.9M$22.4M+$10.4M2026-10-29
Equita Financial Network, Inc.
INCREASED392,612365,866+26,746+7%$19.6M$20.1M+$469.1K2026-10-19
Mattern Wealth Management LLC
INCREASED386,380384,379+2,001+1%$20.6M$19.8M-$841.8K2026-11-04
Strathmore Capital Advisors, Inc.
INCREASED350,437263,676+86,761+33%$13.8M$18.3M+$4.5M2026-11-09
Oakwell Private Wealth Management, LLC
INCREASED345,961310,477+35,484+11%$16.6M$17.7M+$1.1M2026-11-06
Elser Financial Planning, Inc
DECREASED342,934779,026-436,092-56%$41.8M$17.5M-$24.2M2026-10-16
Integrity Alliance, Llc.
INCREASED340,781254,386+86,395+34%$13.6M$17.4M+$3.8M2026-10-29
Kestra Investment Management, LLC
DECREASED328,475337,014-8,539-3%$18.1M$16.8M-$1.3M2026-11-04
Assetmark, Inc
INCREASED322,720279,075+43,645+16%$15.0M$16.5M+$1.5M2026-10-21
Clarity Wealth Development LLC
INCREASED295,919219,887+76,032+35%$11.8M$15.1M+$3.3M2026-10-22
Johnson Wealth Management, LLC
INCREASED275,219243,427+31,792+13%$13.0M$14.1M+$1.0M2026-11-09
Babb Wealth Advisors LLC
INCREASED274,830257,900+16,930+7%$13.8M$14.1M+$232.3K2026-10-30
Shotwell Rutter Baer Inc
INCREASED273,971264,904+9,067+3%$14.2M$14.0M-$187.0K2026-10-14
Yardley Wealth Management LLC
INCREASED270,580252,993+17,587+7%$13.6M$13.8M+$277.9K2026-10-23
Market Street Wealth Management Advisors LLC
DECREASED264,225738,963-474,738-64%$39.6M$13.5M-$26.1M2026-10-09
SageOak Financial, LLC
INCREASED262,945246,732+16,213+7%$13.2M$13.4M+$223.1K2026-10-19
Beacon Hill Wealth Management Ltd.
INCREASED235,536206,600+28,936+14%$11.1M$12.0M+$972.3K2026-10-21
E6 Portfolios, LLC
INCREASED218,924186,105+32,819+18%$10.0M$11.2M+$1.2M2026-10-26
AA Financial Advisors, LLC
INCREASED212,031151,798+60,233+40%$8.1M$10.8M+$2.7M2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED198,896188,565+10,331+5%$10.1M$10.2M+$65.2K2026-10-14
Porter White Investment Advisors, Inc.
INCREASED159,96078,642+81,318+103%$4.2M$8.2M+$4.0M2026-10-14
Park Avenue Securities LLC
INCREASED147,445130,926+16,519+13%$7.0M$7.5M+$523.0K2026-10-26
Burton Enright Welch
NEW137,165—+137,165——$7.0M—2026-11-04
Cornerstone Wealth Partners, LLC
INCREASED134,882102,092+32,790+32%$5.5M$6.9M+$1.4M2026-10-28
Savant Capital, LLC
DECREASED124,432274,405-149,973-55%$14.7M$6.4M-$8.3M2026-11-06
Heffernan Advisory, Inc
INCREASED117,80097,067+20,733+21%$5.2M$6.0M+$821.8K2026-10-13
Vermillion Wealth Management, Inc.
DECREASED114,006357,028-243,022-68%$19.1M$5.8M-$13.3M2026-10-26
AlphaStar Capital Management, LLC
INCREASED108,491103,844+4,647+4%$5.6M$5.5M-$17.4K2026-10-16
DiNuzzo Private Wealth, Inc.
DECREASED103,647106,944-3,297-3%$5.7M$5.3M-$431.3K2026-10-16
Farther Finance Advisors, LLC
DECREASED103,031111,512-8,481-8%$6.0M$5.3M-$707.6K2026-10-08
Index Fund Advisors, Inc.
INCREASED96,67579,477+17,198+22%$4.3M$4.9M+$684.3K2026-11-05
Commonwealth Equity Services, LLC
INCREASED96,30972,170+24,139+33%$3.9M$4.9M+$1.1M2026-11-02
Truist Financial Corp
INCREASED95,00580,881+14,124+17%$4.3M$4.9M+$523.6K2026-10-30
Sterling Wealth Management, Inc.
DECREASED91,003112,208-21,205-19%$6.0M$4.7M-$1.4M2026-10-23
Kestra Advisory Services, LLC
INCREASED87,51440,808+46,706+114%$2.2M$4.5M+$2.3M2026-11-02
Silver OAK Wealth Advisors Services, LLC
DECREASED82,23291,577-9,345-10%$4.9M$4.2M-$702.3K2026-11-09
Schwallier Wealth Management LLC
INCREASED81,39376,508+4,885+6%$4.1M$4.2M+$61.9K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED73,80474,560-756-1%$4.0M$3.8M-$222.0K2026-11-02
Simplicity Wealth,LLC
INCREASED69,68154,083+15,598+29%$2.9M$3.6M+$664.8K2026-10-23
Tableaux LLC
INCREASED67,43064,939+2,491+4%$3.5M$3.4M-$32.1K2026-10-23
Hassell Wealth Management, LLC
INCREASED67,41440,202+27,212+68%$2.1M$3.4M+$1.3M2026-10-19
Sowell Financial Services LLC
INCREASED63,24653,213+10,033+19%$2.9M$3.2M+$382.4K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED61,82930,275+31,554+104%$1.6M$3.2M+$1.5M2026-11-06
Cogent Private Wealth, Inc.
DECREASED58,91061,411-2,501-4%$3.3M$3.0M-$278.7K2026-11-06
3 Factor Indexing, LLC
DECREASED53,66756,123-2,456-4%$3.0M$2.7M-$263.5K2026-10-15
Wealth Advisors Northwest LLC
INCREASED52,46147,544+4,917+10%$2.5M$2.7M+$134.7K2026-10-29
Higgins & Schmidt Wealth Strategies LLC
INCREASED49,73319,178+30,555+159%$1.0M$2.5M+$1.5M2026-10-26
Donalies Financial Planning, LLC
INCREASED49,36045,474+3,886+9%$2.4M$2.5M+$87.0K2026-10-19
EverSource Wealth Advisors, LLC
INCREASED47,79545,072+2,723+6%$2.4M$2.4M+$28.6K2026-11-04
Selective Wealth Management, Inc.
INCREASED47,65234,159+13,493+40%$1.8M$2.5M+$649.4K2026-10-16
Vested Financial Planning, LLC
INCREASED46,71642,647+4,069+10%$2.3M$2.4M+$103.3K2026-10-28
Greenwood Capital Associates LLC
INCREASED46,48337,170+9,313+25%$2.0M$2.4M+$385.0K2026-10-27
Outbound Financial Inc
INCREASED46,33745,373+964+2%$2.4M$2.4M-$62.1K2026-10-13
Level Financial Advisors
INCREASED44,31712,982+31,335+241%$695.8K$2.3M+$1.6M2026-10-13
Spectrum Advisors, Inc.
DECREASED43,99567,147-23,152-34%$3.6M$2.2M-$1.3M2026-11-03
Citigroup Inc
INCREASED43,03740,826+2,211+5%$2.2M$2.2M+$12.8K2026-11-04
LPL Financial LLC
DECREASED42,29752,959-10,662-20%$2.8M$2.2M-$675.3K2026-11-06
Apollon Wealth Management, LLC
INCREASED40,72217,237+23,485+136%$923.8K$2.1M+$1.2M2026-10-23
Torren Management, LLC
DECREASED35,52341,194-5,671-14%$2.2M$1.8M-$391.2K2026-10-29
TCI Wealth Advisors, Inc.
NEW34,851—+34,851——$1.8M—2026-10-30
Kane Co Wealth Management, Inc.
INCREASED32,23026,290+5,940+23%$1.4M$1.6M+$239.2K2026-11-04
Thrivent Financial for Lutherans
NEW28,284—+28,284——$1.4M—2026-11-05
CSP Financial Group, LLC
INCREASED23,4619,123+14,338+157%$488.9K$1.2M+$710.8K2026-10-26
Triad Wealth Partners, LLC
INCREASED23,44420,368+3,076+15%$1.1M$1.2M+$131.7K2026-10-26
Prospera Financial Services Inc
INCREASED21,99313,898+8,095+58%$744.8K$1.1M+$392.1K2026-11-04
Reap Financial Group, LLC
INCREASED20,70613,410+7,296+54%$718.7K$1.1M+$340.2K2026-11-02
Signal Advisors Wealth, LLC
INCREASED20,20119,485+716+4%$1.0M$1.0M-$11.3K2026-10-13
First Financial Group Corp
INCREASED17,86014,600+3,260+22%$782.5K$913.3K+$130.9K2026-10-22
Geneos Wealth Management Inc.
INCREASED17,77012,701+5,069+40%$680.6K$908.8K+$228.1K2026-11-09
BWM Planning, LLC
UNCHANGED17,62817,62800%$944.8K$901.5K-$43.3K2026-11-09
W.H. Cornerstone Investments Inc.
DECREASED17,49229,480-11,988-41%$1.6M$894.5K-$685.4K2026-11-03
Grand Wealth Management, LLC
INCREASED16,4844,954+11,530+233%$265.5K$843.0K+$577.5K2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED15,33312,800+2,533+20%$686.0K$784.1K+$98.1K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED14,10814,114-60%$756.5K$721.5K-$35.0K2026-10-13
Stewardship Advisors, LLC
INCREASED12,85812,270+588+5%$657.6K$657.5K-$692026-10-20
Washington Trust Advisors, Inc.
INCREASED12,7469,902+2,844+29%$530.7K$651.8K+$121.1K2026-10-22
USAdvisors Wealth Management, LLC
INCREASED11,78010,782+998+9%$577.0K$602.0K+$25.0K2026-10-21
Leading Edge Financial Planning LLC
INCREASED11,44710,719+728+7%$574.5K$585.4K+$10.9K2026-10-23
Foundry Financial LLC
DECREASED11,30811,830-522-4%$634.0K$578.3K-$55.7K2026-10-16
Factor Wealth Management LTD
DECREASED10,80311,500-697-6%$616.3K$552.4K-$63.9K2026-10-08
Great Valley Advisor Group, Inc.
NEW10,673—+10,673——$546.0K—2026-11-09
Krilogy Financial LLC
NEW10,553—+10,553——$542.6K—2026-10-13
Aspire Private Capital, LLC
INCREASED10,5018,812+1,689+19%$472.3K$537.0K+$64.8K2026-11-05
Werba Rubin Papier Wealth Management
INCREASED9,8859,608+277+3%$514.9K$505.5K-$9.4K2026-11-06
MGO One Seven LLC
UNCHANGED9,8019,80100%$525.3K$501.2K-$24.1K2026-10-28
IFP Advisors, Inc
INCREASED9,7597,853+1,906+24%$420.9K$499.1K+$78.2K2026-10-16
LAM Group, Inc.
DECREASED8,46010,205-1,745-17%$546.9K$432.6K-$114.3K2026-10-26
Physician Wealth Solutions Inc.
UNCHANGED8,2008,20000%$439.5K$419.3K-$20.1K2026-10-14
Clear Creek Financial Management, LLC
INCREASED7,6356,627+1,008+15%$355.2K$390.4K+$35.3K2026-10-28
Amicus Financial Advisors, LLC
NEW7,327—+7,327——$374.7K—2026-11-03
Merit Financial Group, LLC
INCREASED7,2196,088+1,131+19%$326.3K$369.2K+$42.9K2026-11-06
Venture Visionary Partners LLC
INCREASED6,8066,077+729+12%$325.7K$348.1K+$22.4K2026-10-07
International Private Wealth Advisors LLC
NEW6,774—+6,774——$346.4K—2026-11-05
Silver OAK Securities, Incorporated
INCREASED6,6495,682+967+17%$304.5K$347.0K+$42.4K2026-11-09
MB Generational Wealth, LLC
UNCHANGED6,5506,55000%$351.0K$335.0K-$16.1K2026-11-09
XY Planning Network, Inc.
INCREASED6,4366,273+163+3%$336.2K$329.1K-$7.1K2026-10-14
Oceanside Advisors LLC
UNCHANGED5,9015,90100%$316.3K$301.8K-$14.5K2026-11-03
Founders Financial Securities LLC
INCREASED5,7645,683+81+1%$304.6K$294.8K-$9.8K2026-10-28
Victory Financial Group, LLC
DECREASED5,7085,725-170%$306.8K$291.9K-$14.9K2026-10-27
Stirlingshire Investments, Inc.
DECREASED5,6355,761-126-2%$308.8K$288.2K-$20.6K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED5,6315,614+17+0%$299.0K$289.1K-$9.9K2026-10-13
Concord Wealth Partners
INCREASED5,5932,810+2,783+99%$150.6K$286.0K+$135.4K2026-11-02
Apollon Financial, LLC
NEW5,266—+5,266——$269.3K—2026-10-23
Williams & Novak Wealth Management, LLC
NEW4,758—+4,758——$243.3K—2026-10-09
Diversify Advisory Services, LLC
INCREASED4,6074,299+308+7%$225.0K$238.1K+$13.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED4,6074,299+308+7%$225.0K$238.1K+$13.1K2026-10-20
Aspen Wealth Management LLC
INCREASED4,5494,521+28+1%$242.3K$232.6K-$9.7K2026-10-14
Creative Financial Designs Inc
DECREASED4,3336,249-1,916-31%$334.9K$221.6K-$113.3K2026-11-04
Acorn Wealth Advisors, LLC
DECREASED4,2495,576-1,327-24%$298.8K$217.3K-$81.6K2026-10-19
Tillman Hartley LLC
UNCHANGED4,0004,00000%$214.4K$204.6K-$9.8K2026-11-06
Private Trust Co NA
INCREASED3,3352,045+1,290+63%$109.6K$170.5K+$60.9K2026-10-20
Root Financial Partners, LLC
NEW1,841—+1,841——$94.1K—2026-10-21
Harbour Investments, Inc.
INCREASED1,6261,608+18+1%$86.2K$83.1K-$3.1K2026-11-09
Coston, McIsaac & Partners
INCREASED761758+3+0%$40$38.9K+$38.9K2026-11-06
Birch Financial Group, LLC
NEW688—+688——$35.2K—2026-10-27
Rossby Financial, LCC
INCREASED682630+52+8%$33.8K$34.9K+$1.1K2026-11-05
IFG Advisory, LLC
DECREASED6283,044-2,416-79%$163.1K$32.1K-$131.1K2026-11-09
Ascentis Independent Advisors
NEW495—+495——$25.3K—2026-11-03
Fifth Third Bancorp
UNCHANGED28928900%$15.5K$14.8K-$7102026-11-05
CoreCap Advisors, LLC
UNCHANGED28128100%$15.1K$14.4K-$6902026-10-08
Silver Grove Financial Group, Inc.
INCREASED133126+7+6%$6.8K$6.8K+$482026-11-05
Concurrent Investment Advisors, LLC
CLOSED06,724-6,724-100%$360.4K$0-$360.4K2026-10-16
Tcfg Investment Advisors, LLC
CLOSED04,798-4,798-100%$257.1K$0-$257.1K2026-10-20
Go Invest LLC
CLOSED028-28-100%$1.5K$0-$1.5K2026-10-09
Planning Center, Inc.
N/A—1,595,524-1,595,524-100%$85.5M———
Hill Investment Group Partners, LLC
N/A—660,685-660,685-100%$35.4M———
Envestnet Asset Management Inc
N/A—594,298-594,298-100%$31.9M———
Liberty Wealth Management LLC
N/A—387,348-387,348-100%$20.3M———
Eaton-Cambridge Inc.
N/A—372,058-372,058-100%$19.9M———
Bank of America Corp
N/A—334,133-334,133-100%$17.9M———
GeoWealth Management, LLC
N/A—316,735-316,735-100%$17.0M———
Private Advisor Group, LLC
N/A—287,453-287,453-100%$15.4M———
IMA Advisory Services, Inc.
N/A—272,457-272,457-100%$14.6M———
Vestmark Advisory Solutions, Inc.
N/A—271,081-271,081-100%$14.5M———
Parkwoods Wealth Partners, LLC
N/A—270,512-270,512-100%$14.5M———
OneDigital Investment Advisors LLC
N/A—196,295-196,295-100%$10.5M———
HFM Investment Advisors, LLC
N/A—193,410-193,410-100%$10.4M———
Stratos Investment Management, LLC
N/A—170,910-170,910-100%$9.2M———
Bridge Generations Wealth Management LLC
N/A—145,346-145,346-100%$7.8M———
Betterment LLC
N/A—107,366-107,366-100%$5.8M———
Vantage Point Financial LLC
N/A—105,751-105,751-100%$5.7M———
Mariner, LLC
N/A—99,867-99,867-100%$5.4M———
TRU Independence Asset Management 2, LLC
N/A—92,181-92,181-100%$4.9M———
Raymond James Financial Inc
N/A—90,507-90,507-100%$4.9M———
Optimus Capital Advisors, LLC
N/A—87,479-87,479-100%$4.7M———
Orion Porfolio Solutions, LLC
N/A—82,777-82,777-100%$4.4M———
UBS Asset Management Americas LLC
N/A—70,141-70,141-100%$3.8M———
Goldman Sachs Group Inc
N/A—69,354-69,354-100%$3.7M———
Note Advisors, LLC
N/A—68,806-68,806-100%$3.7M———
Osaic Holdings, Inc.
N/A—66,142-66,142-100%$3.5M———
McCartney Wealth Management LLC
N/A—63,426-63,426-100%$3.4M———
PW Advisors, LLC \ FL
N/A—59,360-59,360-100%$3.2M———
AssuredPartners Investment Advisors, LLC
N/A—55,520-55,520-100%$3.0M———
Foundations Investment Advisors, LLC
N/A—53,887-53,887-100%$2.9M———
Cerity Partners LLC
N/A—53,193-53,193-100%$2.9M———
Beacon Pointe Advisors, LLC
N/A—37,825-37,825-100%$2.0M———
Smartleaf Asset Management LLC
N/A—32,137-32,137-100%$1.7M———
E-Wealth Partners, LLC
N/A—17,203-17,203-100%$922.0K———
CreativeOne Wealth, LLC
N/A—16,714-16,714-100%$895.8K———
Envestnet Portfolio Solutions, Inc.
N/A—12,590-12,590-100%$674.8K———
Fiduciary Financial Advisors
N/A—10,454-10,454-100%$560.2K———
Focus Partners Advisor Solutions, LLC
N/A—10,303-10,303-100%$552.2K———
Integrated Wealth Concepts LLC
N/A—8,942-8,942-100%$479.2K———
IHT Wealth Management, LLC
N/A—8,660-8,660-100%$464.1K———
Innovative Asset Advisors Group, LLC
N/A—5,681-5,681-100%$304.5K———
Advyzon Investment Management, LLC
N/A—5,638-5,638-100%$302.1K———
MML Investors Services, LLC
N/A—5,562-5,562-100%$298.1K———
Maripau Wealth Management LLC
N/A—5,215-5,215-100%$279.5K———
Inspire Advisors, LLC
N/A—4,958-4,958-100%$265.7K———
HRT Financial LP
N/A—4,619-4,619-100%$247.0K———
Stratos Wealth Partners, Ltd.
N/A—4,215-4,215-100%$225.9K———
AE Wealth Management LLC
N/A—4,123-4,123-100%$221.0K———
Elequin Capital, LP
N/A—3,221-3,221-100%$172.6K———
UBS Group AG
N/A—3,178-3,178-100%$170.3K———
Millstone Evans Group, LLC
N/A—2,703-2,703-100%$144.9K———
Wells Fargo & Company
N/A—1,904-1,904-100%$102.0K———
Topsail Wealth Management, LLC
N/A—1,225-1,225-100%$65.7K———
Morgan Stanley
N/A—286-286-100%$15.3K———
Kilter Group LLC
N/A—266-266-100%$14.3K———
Strategic Investment Solutions, Inc.
N/A—250-250-100%$13.4K———
Ameriflex Group, Inc.
N/A—201-201-100%$10.8K———
Arax Advisory Partners
N/A—175-175-100%$9.4K———
Rockefeller Capital Management L.P.
N/A—4-4-100%$214———
Strategic Wealth Partners, Ltd.
N/A—00—$5———
Showing 194 of 194 institutions