IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional Glbl Core PL FIX (DFGP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Forum Financial Management, LP
INCREASED
Shares7,124,221 from 6,807,681
Change+316,540 (+5%)
Value$369.9M (-$814.0K)
Filed 2026-10-16
Maseco LLP
INCREASED
Shares4,607,933 from 4,107,724
Change+500,209 (+12%)
Value$239.3M (+$15.7M)
Filed 2026-10-27
Symmetry Partners, LLC
DECREASED
Shares2,388,351 from 2,499,991
Change-111,640 (-4%)
Value$124.0M (-$12.1M)
Filed 2026-10-27
TCI Wealth Advisors, Inc.
INCREASED
Shares1,172,892 from 685,446
Change+487,446 (+71%)
Value$60.9M (+$23.6M)
Filed 2026-10-30
Elser Financial Planning, Inc
NEW
Shares1,020,921
Change+1,020,921
Value$53.0M
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares938,687 from 916,984
Change+21,703 (+2%)
Value$48.7M (-$1.2M)
Filed 2026-10-29
Penobscot Wealth Management
INCREASED
Shares906,703 from 841,792
Change+64,911 (+8%)
Value$47.1M (+$1.2M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares673,136 from 436,461
Change+236,675 (+54%)
Value$35.0M (+$11.2M)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares618,303 from 597,304
Change+20,999 (+4%)
Value$33.7M (+$1.1M)
Filed 2026-11-06
Wealth Advisors Northwest LLC
INCREASED
Shares581,241 from 538,423
Change+42,818 (+8%)
Value$30.2M (+$859.0K)
Filed 2026-10-29
Integrity Alliance, Llc.
DECREASED
Shares576,899 from 649,402
Change-72,503 (-11%)
Value$30.0M (-$5.4M)
Filed 2026-10-29
MilWealth Group LLC
INCREASED
Shares571,292 from 556,533
Change+14,759 (+3%)
Value$29.7M (-$643.9K)
Filed 2026-11-02
Straight Path Wealth Management
INCREASED
Shares567,449 from 517,408
Change+50,041 (+10%)
Value$29.5M (+$1.3M)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
INCREASED
Shares526,634 from 502,670
Change+23,964 (+5%)
Value$27.3M (-$29.4K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares503,710 from 80,221
Change+423,489 (+528%)
Value$26.2M (+$21.8M)
Filed 2026-10-29
Root Financial Partners, LLC
INCREASED
Shares491,629 from 75,160
Change+416,469 (+554%)
Value$25.5M (+$21.4M)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares482,645 from 461,737
Change+20,908 (+5%)
Value$25.1M (-$84.4K)
Filed 2026-11-03
Quantum Financial Advisors, LLC
INCREASED
Shares469,753 from 392,244
Change+77,509 (+20%)
Value$24.4M (+$3.0M)
Filed 2026-11-03
United Wealth Management, LLC
INCREASED
Shares468,933 from 448,547
Change+20,386 (+5%)
Value$24.3M (-$78.1K)
Filed 2026-10-30
Stolz & Associates, PS
INCREASED
Shares448,241 from 380,781
Change+67,460 (+18%)
Value$23.3M (+$2.5M)
Filed 2026-11-05
Midwest Heritage Bank, FSB
INCREASED
Shares369,174 from 360,392
Change+8,782 (+2%)
Value$19.2M (-$457.3K)
Filed 2026-10-26
Outbound Financial Inc
INCREASED
Shares322,297 from 307,636
Change+14,661 (+5%)
Value$16.7M (-$18.3K)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares314,292 from 285,337
Change+28,955 (+10%)
Value$16.3M (+$780.5K)
Filed 2026-11-06
Meredith Wealth Planning
INCREASED
Shares312,809 from 228,393
Change+84,416 (+37%)
Value$16.2M (+$3.8M)
Filed 2026-10-14
TruNorth Capital Management, LLC
INCREASED
Shares311,670 from 298,155
Change+13,515 (+5%)
Value$16.2M (-$53.7K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares269,685 from 167,820
Change+101,865 (+61%)
Value$14.0M (+$4.9M)
Filed 2026-10-08
Gradient Capital Advisors, LLC
INCREASED
Shares240,334 from 234,833
Change+5,501 (+2%)
Value$12.5M (-$309.4K)
Filed 2026-10-21
Wheels Up Wealth, Inc.
INCREASED
Shares232,725 from 228,468
Change+4,257 (+2%)
Value$12.1M (-$357.9K)
Filed 2026-10-27
Vestia Personal Wealth Advisors
DECREASED
Shares230,678 from 319,534
Change-88,856 (-28%)
Value$10.9M (+$2.3M)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares204,288 from 197,120
Change+7,168 (+4%)
Value$10.6M (-$127.3K)
Filed 2026-10-13
Archford Capital Strategies, LLC
INCREASED
Shares199,490 from 191,581
Change+7,909 (+4%)
Value$10.4M (-$74.8K)
Filed 2026-10-19
Signature Resources Capital Management, LLC
INCREASED
Shares188,511 from 174,708
Change+13,803 (+8%)
Value$9.8M (+$274.0K)
Filed 2026-10-16
Kings Path Partners LLC
INCREASED
Shares186,925 from 152,709
Change+34,216 (+22%)
Value$9.7M (+$1.4M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares182,058 from 163,638
Change+18,420 (+11%)
Value$9.5M (+$541.9K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares180,765 from 146,512
Change+34,253 (+23%)
Value$9.4M (+$1.4M)
Filed 2026-11-06
Grand Wealth Management, LLC
DECREASED
Shares172,146 from 196,912
Change-24,766 (-13%)
Value$8.9M (-$1.8M)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares169,949 from 143,923
Change+26,026 (+18%)
Value$8.8M (+$987.0K)
Filed 2026-10-26
RED Lighthouse Investment Management, LLC
INCREASED
Shares166,687 from 139,541
Change+27,146 (+19%)
Value$8.7M (+$1.1M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares154,806 from 106,007
Change+48,799 (+46%)
Value$8.0M (+$2.3M)
Filed 2026-10-08
Modera Wealth Management, LLC
DECREASED
Shares153,746 from 186,495
Change-32,749 (-18%)
Value$8.0M (-$2.2M)
Filed 2026-10-28
AA Financial Advisors, LLC
DECREASED
Shares136,449 from 150,128
Change-13,679 (-9%)
Value$7.1M (-$1.1M)
Filed 2026-10-19
Thrivent Financial for Lutherans
NEW
Shares134,577
Change+134,577
Value$7.0M
Filed 2026-11-05
CSP Financial Group, LLC
DECREASED
Shares125,577 from 166,233
Change-40,656 (-24%)
Value$6.5M (-$2.5M)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares109,517 from 102,852
Change+6,665 (+6%)
Value$5.7M (+$85.5K)
Filed 2026-11-04
City State Bank
INCREASED
Shares109,447 from 97,780
Change+11,667 (+12%)
Value$5.7M (+$358.0K)
Filed 2026-10-20
One Degree Advisors Inc
INCREASED
Shares103,626 from 100,576
Change+3,050 (+3%)
Value$5.4M (-$72.1K)
Filed 2026-11-06
International Private Wealth Advisors LLC
INCREASED
Shares98,480 from 85,888
Change+12,592 (+15%)
Value$5.1M (+$436.2K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares98,020 from 28,925
Change+69,095 (+239%)
Value$5.1M (+$3.5M)
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares93,179 from 90,588
Change+2,591 (+3%)
Value$4.8M (-$95.0K)
Filed 2026-10-20
marrick wealth, LLC
INCREASED
Shares90,921 from 90,617
Change+304 (+0%)
Value$4.7M (-$213.8K)
Filed 2026-10-20
Foster Group, Inc.
INCREASED
Shares90,053 from 46,605
Change+43,448 (+93%)
Value$4.7M (+$2.1M)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares85,011 from 70,505
Change+14,506 (+21%)
Value$4.4M (+$607.7K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares84,628 from 74,907
Change+9,721 (+13%)
Value$4.4M (+$314.9K)
Filed 2026-10-19
Professional Financial Advisors, LLC
INCREASED
Shares80,555 from 75,128
Change+5,427 (+7%)
Value$4.2M (+$91.4K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares73,714 from 100,017
Change-26,303 (-26%)
Value$3.9M (-$1.6M)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares72,063 from 70,898
Change+1,165 (+2%)
Value$3.7M (-$119.2K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares70,362 from 131,199
Change-60,837 (-46%)
Value$3.7M (-$3.5M)
Filed 2026-11-04
XY Planning Network, Inc.
INCREASED
Shares60,297 from 37,557
Change+22,740 (+61%)
Value$3.1M (+$1.1M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares59,448 from 54,135
Change+5,313 (+10%)
Value$3.1M (+$139.0K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares59,309 from 56,189
Change+3,120 (+6%)
Value$3.1M (+$19.6K)
Filed 2026-10-16
Abel Hall, LLC
INCREASED
Shares55,168 from 51,673
Change+3,495 (+7%)
Value$2.9M (+$50.5K)
Filed 2026-10-19
Nwam LLC
INCREASED
Shares55,102 from 50,162
Change+4,940 (+10%)
Value$2.9M (+$129.4K)
Filed 2026-11-09
Truist Financial Corp
INCREASED
Shares47,052 from 40,112
Change+6,940 (+17%)
Value$2.4M (+$258.7K)
Filed 2026-10-30
Two West Capital Advisors LLC
INCREASED
Shares45,595 from 42,916
Change+2,679 (+6%)
Value$2.4M (+$51.2K)
Filed 2026-10-15
Kane Co Wealth Management, Inc.
INCREASED
Shares37,814 from 30,314
Change+7,500 (+25%)
Value$2.0M (+$312.6K)
Filed 2026-11-04
Master's Wealth Management Inc.
DECREASED
Shares35,511 from 40,334
Change-4,823 (-12%)
Value$1.8M (-$352.6K)
Filed 2026-10-22
Firethorn Wealth Partners, LLC
DECREASED
Shares34,523 from 34,710
Change-187 (-1%)
Value$1.8M (-$97.7K)
Filed 2026-10-14
Sterling Wealth Management, Inc.
INCREASED
Shares34,442 from 15,257
Change+19,185 (+126%)
Value$1.8M (+$957.5K)
Filed 2026-10-23
Merit Financial Group, LLC
DECREASED
Shares30,065 from 31,304
Change-1,239 (-4%)
Value$1.6M (-$143.7K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares27,339 from 26,590
Change+749 (+3%)
Value$1.4M (-$28.5K)
Filed 2026-10-20
Alpha Financial Advisors, LLC
INCREASED
Shares24,820 from 20,721
Change+4,099 (+20%)
Value$1.3M (+$160.3K)
Filed 2026-11-09
Accurate Wealth Management, LLC
INCREASED
Shares22,264 from 21,942
Change+322 (+1%)
Value$1.2M (-$25.3K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares21,563 from 20,517
Change+1,046 (+5%)
Value$1.1M (+$23.3K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares21,479 from 12,600
Change+8,879 (+70%)
Value$1.1M (+$429.1K)
Filed 2026-11-04
Shearwater Capital LLC
INCREASED
Shares20,457 from 18,976
Change+1,481 (+8%)
Value$1.1M (+$28.8K)
Filed 2026-10-13
Venture Visionary Partners LLC
DECREASED
Shares20,036 from 27,337
Change-7,301 (-27%)
Value$1.0M (-$448.4K)
Filed 2026-10-07
Vested Financial Planning, LLC
INCREASED
Shares19,468 from 17,388
Change+2,080 (+12%)
Value$1.0M (+$63.9K)
Filed 2026-10-28
Diversify Wealth Management, LLC
INCREASED
Shares18,100 from 15,429
Change+2,671 (+17%)
Value$951.6K (+$127.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares18,100 from 15,429
Change+2,671 (+17%)
Value$951.6K (+$127.7K)
Filed 2026-10-20
Aurelius Family Office LLC
INCREASED
Shares16,401 from 15,023
Change+1,378 (+9%)
Value$851.6K (+$33.5K)
Filed 2026-10-23
Donalies Financial Planning, LLC
INCREASED
Shares14,228 from 13,050
Change+1,178 (+9%)
Value$738.8K (+$28.1K)
Filed 2026-10-19
First Financial Group Corp
INCREASED
Shares13,315 from 9,436
Change+3,879 (+41%)
Value$691.4K (+$177.5K)
Filed 2026-10-22
Foundry Financial LLC
DECREASED
Shares12,024 from 37,566
Change-25,542 (-68%)
Value$624.3K (-$1.4M)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares11,865 from 10,798
Change+1,067 (+10%)
Value$616.1K (+$28.0K)
Filed 2026-10-28
Quent Capital, LLC
NEW
Shares10,093
Change+10,093
Value$10.1K
Filed 2026-11-09
Plancorp, LLC
INCREASED
Shares9,580 from 9,434
Change+146 (+2%)
Value$504.9K (-$4.1K)
Filed 2026-11-03
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares8,884 from 8,884
Change0 (0%)
Value$461.3K (-$22.5K)
Filed 2026-11-02
Everest Financial Group LLC
INCREASED
Shares7,943 from 4,619
Change+3,324 (+72%)
Value$412.4K (+$160.9K)
Filed 2026-11-06
Bessemer Group Inc
UNCHANGED
Shares7,343 from 7,343
Change0 (0%)
Value$381.0K (-$19.0K)
Filed 2026-11-09
Clarity Capital Advisors, LLC
INCREASED
Shares6,741 from 6,669
Change+72 (+1%)
Value$350.0K (-$13.2K)
Filed 2026-10-27
Spinnaker Investment Group, LLC
DECREASED
Shares5,969 from 6,790
Change-821 (-12%)
Value$309.9K (-$59.8K)
Filed 2026-10-13
Selective Wealth Management, Inc.
NEW
Shares5,347
Change+5,347
Value$281.1K
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares5,163 from 5,070
Change+93 (+2%)
Value$268.1K (-$8.0K)
Filed 2026-10-23
Timonier Family Office, Ltd.
DECREASED
Shares4,976 from 5,060
Change-84 (-2%)
Value$258.4K (-$17.2K)
Filed 2026-11-03
Momentous Wealth Management, Inc.
NEW
Shares4,091
Change+4,091
Value$212.4K
Filed 2026-10-21
Werba Rubin Papier Wealth Management
DECREASED
Shares4,004 from 5,900
Change-1,896 (-32%)
Value$207.9K (-$113.4K)
Filed 2026-11-06
Aspire Private Capital, LLC
NEW
Shares3,924
Change+3,924
Value$203.8K
Filed 2026-11-05
Clarity Asset Management, Inc.
INCREASED
Shares3,893 from 3,801
Change+92 (+2%)
Value$202.2K (-$4.8K)
Filed 2026-10-14
Concord Wealth Partners
DECREASED
Shares3,708 from 5,160
Change-1,452 (-28%)
Value$192.6K (-$88.4K)
Filed 2026-11-02
RHL Group, LLC
NEW
Shares3,530
Change+3,530
Value$183.3K
Filed 2026-11-04
BankChampaign, National Association
UNCHANGED
Shares3,470 from 3,470
Change0 (0%)
Value$180.2K (-$8.8K)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares3,070 from 2,183
Change+887 (+41%)
Value$159.4K (+$40.6K)
Filed 2026-10-21
Harbour Investments, Inc.
UNCHANGED
Shares2,747 from 2,747
Change0 (0%)
Value$142.6K (-$7.0K)
Filed 2026-11-09
Washington Trust Advisors, Inc.
NEW
Shares1,725
Change+1,725
Value$89.6K
Filed 2026-10-22
Coston, McIsaac & Partners
DECREASED
Shares1,723 from 1,801
Change-78 (-4%)
Value$89.5K (-$8.5K)
Filed 2026-11-06
Trust Co
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$83.1K (-$4.1K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares1,294
Change+1,294
Value$67.2K
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$51.2K (-$2.5K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares592 from 569
Change+23 (+4%)
Value$30.7K (-$248)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$30.4K (-$1.5K)
Filed 2026-10-29
CoreCap Advisors, LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$28.7K (-$1.4K)
Filed 2026-10-08
Torren Management, LLC
INCREASED
Shares478 from 475
Change+3 (+1%)
Value$24.8K (-$1.0K)
Filed 2026-10-29
Private Wealth Management Group, LLC
DECREASED
Shares433 from 1,598
Change-1,165 (-73%)
Value$22.5K (-$64.5K)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares331 from 373
Change-42 (-11%)
Value$17.2K (-$3.1K)
Filed 2026-11-04
IFG Advisory, LLC
DECREASED
Shares198 from 5,454
Change-5,256 (-96%)
Value$10.3K (-$286.7K)
Filed 2026-11-09
Nemes Rush Group LLC
INCREASED
Shares165 from 163
Change+2 (+1%)
Value$8.6K (-$323)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares135
Change+135
Value$7.0K
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$5.7K (-$279)
Filed 2026-11-05
Mechanics Financial Corp
NEW
Shares107
Change+107
Value$5.6K
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares40
Change+40
Value$2.1K
Filed 2026-10-27
Aspect Partners, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.7K (-$83)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.5K (-$73)
Filed 2026-11-02
High Note Wealth, LLC
NEW
Shares21
Change+21
Value$1.1K
Filed 2026-10-27
Angeles Wealth Management, LLC
CLOSED
Shares0 from 6,588
Change-6,588 (-100%)
Value$0 (-$358.8K)
Filed 2026-10-26
Index Fund Advisors, Inc.
CLOSED
Shares0 from 5,515
Change-5,515 (-100%)
Value$0 (-$300.4K)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 889
Change-889 (-100%)
Value$0 (-$48.4K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$10.5K)
Filed 2026-11-03
von Borstel & Associates, Inc.
N/A
Shares— from 1,616,680
Change-1,616,680 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,170,296
Change-1,170,296 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,076,585
Change-1,076,585 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 1,053,280
Change-1,053,280 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 930,622
Change-930,622 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 857,514
Change-857,514 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 743,391
Change-743,391 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 712,638
Change-712,638 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 708,687
Change-708,687 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 610,795
Change-610,795 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 482,694
Change-482,694 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 322,380
Change-322,380 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 297,299
Change-297,299 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 213,656
Change-213,656 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 192,871
Change-192,871 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 184,792
Change-184,792 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 183,660
Change-183,660 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 173,102
Change-173,102 (-100%)
Value—
Betterment LLC
N/A
Shares— from 170,324
Change-170,324 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 157,662
Change-157,662 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 156,964
Change-156,964 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 138,782
Change-138,782 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 123,220
Change-123,220 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 120,737
Change-120,737 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 118,141
Change-118,141 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 106,371
Change-106,371 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 94,751
Change-94,751 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 84,137
Change-84,137 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 82,717
Change-82,717 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 77,958
Change-77,958 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 76,752
Change-76,752 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 65,738
Change-65,738 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 61,709
Change-61,709 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 58,585
Change-58,585 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 56,777
Change-56,777 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 48,363
Change-48,363 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 41,620
Change-41,620 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 37,315
Change-37,315 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 36,839
Change-36,839 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 33,909
Change-33,909 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 33,834
Change-33,834 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 32,636
Change-32,636 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 26,939
Change-26,939 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 23,639
Change-23,639 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 21,911
Change-21,911 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 17,570
Change-17,570 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,834
Change-16,834 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,067
Change-16,067 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 15,764
Change-15,764 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 15,072
Change-15,072 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,797
Change-13,797 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,153
Change-11,153 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 10,097
Change-10,097 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 8,009
Change-8,009 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,432
Change-7,432 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 7,334
Change-7,334 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,929
Change-6,929 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,905
Change-5,905 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,526
Change-5,526 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,923
Change-3,923 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 371
Change-371 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
UBS Group AG
N/A
Shares— from 150
Change-150 (-100%)
Value—
Status
Forum Financial Management, LP
INCREASED7,124,2216,807,681+316,540+5%$370.7M$369.9M-$814.0K2026-10-16
Maseco LLP
INCREASED4,607,9334,107,724+500,209+12%$223.7M$239.3M+$15.7M2026-10-27
Symmetry Partners, LLC
DECREASED2,388,3512,499,991-111,640-4%$136.1M$124.0M-$12.1M2026-10-27
TCI Wealth Advisors, Inc.
INCREASED1,172,892685,446+487,446+71%$37.3M$60.9M+$23.6M2026-10-30
Elser Financial Planning, Inc
NEW1,020,921—+1,020,921——$53.0M—2026-10-16
Integrity Advisory Solutions, LLC
INCREASED938,687916,984+21,703+2%$49.9M$48.7M-$1.2M2026-10-29
Penobscot Wealth Management
INCREASED906,703841,792+64,911+8%$45.8M$47.1M+$1.2M2026-10-21
Commonwealth Equity Services, LLC
INCREASED673,136436,461+236,675+54%$23.8M$35.0M+$11.2M2026-11-02
Allworth Financial LP
INCREASED618,303597,304+20,999+4%$32.5M$33.7M+$1.1M2026-11-06
Wealth Advisors Northwest LLC
INCREASED581,241538,423+42,818+8%$29.3M$30.2M+$859.0K2026-10-29
Integrity Alliance, Llc.
DECREASED576,899649,402-72,503-11%$35.4M$30.0M-$5.4M2026-10-29
MilWealth Group LLC
INCREASED571,292556,533+14,759+3%$30.3M$29.7M-$643.9K2026-11-02
Straight Path Wealth Management
INCREASED567,449517,408+50,041+10%$28.2M$29.5M+$1.3M2026-10-23
DiNuzzo Private Wealth, Inc.
INCREASED526,634502,670+23,964+5%$27.4M$27.3M-$29.4K2026-10-16
Vise Technologies, Inc.
INCREASED503,71080,221+423,489+528%$4.4M$26.2M+$21.8M2026-10-29
Root Financial Partners, LLC
INCREASED491,62975,160+416,469+554%$4.1M$25.5M+$21.4M2026-10-21
RFG Advisory, LLC
INCREASED482,645461,737+20,908+5%$25.1M$25.1M-$84.4K2026-11-03
Quantum Financial Advisors, LLC
INCREASED469,753392,244+77,509+20%$21.4M$24.4M+$3.0M2026-11-03
United Wealth Management, LLC
INCREASED468,933448,547+20,386+5%$24.4M$24.3M-$78.1K2026-10-30
Stolz & Associates, PS
INCREASED448,241380,781+67,460+18%$20.7M$23.3M+$2.5M2026-11-05
Midwest Heritage Bank, FSB
INCREASED369,174360,392+8,782+2%$19.6M$19.2M-$457.3K2026-10-26
Outbound Financial Inc
INCREASED322,297307,636+14,661+5%$16.8M$16.7M-$18.3K2026-10-13
Savant Capital, LLC
INCREASED314,292285,337+28,955+10%$15.5M$16.3M+$780.5K2026-11-06
Meredith Wealth Planning
INCREASED312,809228,393+84,416+37%$12.4M$16.2M+$3.8M2026-10-14
TruNorth Capital Management, LLC
INCREASED311,670298,155+13,515+5%$16.2M$16.2M-$53.7K2026-10-14
Apella Capital, LLC
INCREASED269,685167,820+101,865+61%$9.1M$14.0M+$4.9M2026-10-08
Gradient Capital Advisors, LLC
INCREASED240,334234,833+5,501+2%$12.8M$12.5M-$309.4K2026-10-21
Wheels Up Wealth, Inc.
INCREASED232,725228,468+4,257+2%$12.4M$12.1M-$357.9K2026-10-27
Vestia Personal Wealth Advisors
DECREASED230,678319,534-88,856-28%$8.6M$10.9M+$2.3M2026-10-20
Dynamic Advisor Solutions LLC
INCREASED204,288197,120+7,168+4%$10.7M$10.6M-$127.3K2026-10-13
Archford Capital Strategies, LLC
INCREASED199,490191,581+7,909+4%$10.4M$10.4M-$74.8K2026-10-19
Signature Resources Capital Management, LLC
INCREASED188,511174,708+13,803+8%$9.5M$9.8M+$274.0K2026-10-16
Kings Path Partners LLC
INCREASED186,925152,709+34,216+22%$8.3M$9.7M+$1.4M2026-10-21
Kestra Advisory Services, LLC
INCREASED182,058163,638+18,420+11%$8.9M$9.5M+$541.9K2026-11-02
LPL Financial LLC
INCREASED180,765146,512+34,253+23%$8.0M$9.4M+$1.4M2026-11-06
Grand Wealth Management, LLC
DECREASED172,146196,912-24,766-13%$10.7M$8.9M-$1.8M2026-11-09
Park Avenue Securities LLC
INCREASED169,949143,923+26,026+18%$7.8M$8.8M+$987.0K2026-10-26
RED Lighthouse Investment Management, LLC
INCREASED166,687139,541+27,146+19%$7.6M$8.7M+$1.1M2026-11-02
Farther Finance Advisors, LLC
INCREASED154,806106,007+48,799+46%$5.8M$8.0M+$2.3M2026-10-08
Modera Wealth Management, LLC
DECREASED153,746186,495-32,749-18%$10.2M$8.0M-$2.2M2026-10-28
AA Financial Advisors, LLC
DECREASED136,449150,128-13,679-9%$8.2M$7.1M-$1.1M2026-10-19
Thrivent Financial for Lutherans
NEW134,577—+134,577——$7.0M—2026-11-05
CSP Financial Group, LLC
DECREASED125,577166,233-40,656-24%$9.1M$6.5M-$2.5M2026-10-26
Citigroup Inc
INCREASED109,517102,852+6,665+6%$5.6M$5.7M+$85.5K2026-11-04
City State Bank
INCREASED109,44797,780+11,667+12%$5.3M$5.7M+$358.0K2026-10-20
One Degree Advisors Inc
INCREASED103,626100,576+3,050+3%$5.5M$5.4M-$72.1K2026-11-06
International Private Wealth Advisors LLC
INCREASED98,48085,888+12,592+15%$4.7M$5.1M+$436.2K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED98,02028,925+69,095+239%$1.6M$5.1M+$3.5M2026-10-13
55 North Private Wealth, LLC
INCREASED93,17990,588+2,591+3%$4.9M$4.8M-$95.0K2026-10-20
marrick wealth, LLC
INCREASED90,92190,617+304+0%$4.9M$4.7M-$213.8K2026-10-20
Foster Group, Inc.
INCREASED90,05346,605+43,448+93%$2.5M$4.7M+$2.1M2026-10-13
SAX Wealth Advisors, LLC
INCREASED85,01170,505+14,506+21%$3.8M$4.4M+$607.7K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED84,62874,907+9,721+13%$4.1M$4.4M+$314.9K2026-10-19
Professional Financial Advisors, LLC
INCREASED80,55575,128+5,427+7%$4.1M$4.2M+$91.4K2026-10-13
Krilogy Financial LLC
DECREASED73,714100,017-26,303-26%$5.4M$3.9M-$1.6M2026-10-13
Wealthcare Advisory Partners LLC
INCREASED72,06370,898+1,165+2%$3.9M$3.7M-$119.2K2026-10-21
Visionary Wealth Advisors
DECREASED70,362131,199-60,837-46%$7.1M$3.7M-$3.5M2026-11-04
XY Planning Network, Inc.
INCREASED60,29737,557+22,740+61%$2.0M$3.1M+$1.1M2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED59,44854,135+5,313+10%$2.9M$3.1M+$139.0K2026-11-02
PFG Advisors
INCREASED59,30956,189+3,120+6%$3.1M$3.1M+$19.6K2026-10-16
Abel Hall, LLC
INCREASED55,16851,673+3,495+7%$2.8M$2.9M+$50.5K2026-10-19
Nwam LLC
INCREASED55,10250,162+4,940+10%$2.7M$2.9M+$129.4K2026-11-09
Truist Financial Corp
INCREASED47,05240,112+6,940+17%$2.2M$2.4M+$258.7K2026-10-30
Two West Capital Advisors LLC
INCREASED45,59542,916+2,679+6%$2.3M$2.4M+$51.2K2026-10-15
Kane Co Wealth Management, Inc.
INCREASED37,81430,314+7,500+25%$1.7M$2.0M+$312.6K2026-11-04
Master's Wealth Management Inc.
DECREASED35,51140,334-4,823-12%$2.2M$1.8M-$352.6K2026-10-22
Firethorn Wealth Partners, LLC
DECREASED34,52334,710-187-1%$1.9M$1.8M-$97.7K2026-10-14
Sterling Wealth Management, Inc.
INCREASED34,44215,257+19,185+126%$830.9K$1.8M+$957.5K2026-10-23
Merit Financial Group, LLC
DECREASED30,06531,304-1,239-4%$1.7M$1.6M-$143.7K2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED27,33926,590+749+3%$1.4M$1.4M-$28.5K2026-10-20
Alpha Financial Advisors, LLC
INCREASED24,82020,721+4,099+20%$1.1M$1.3M+$160.3K2026-11-09
Accurate Wealth Management, LLC
INCREASED22,26421,942+322+1%$1.2M$1.2M-$25.3K2026-10-20
Triad Wealth Partners, LLC
INCREASED21,56320,517+1,046+5%$1.1M$1.1M+$23.3K2026-10-26
Uptick Partners, LLC
INCREASED21,47912,600+8,879+70%$686.2K$1.1M+$429.1K2026-11-04
Shearwater Capital LLC
INCREASED20,45718,976+1,481+8%$1.0M$1.1M+$28.8K2026-10-13
Venture Visionary Partners LLC
DECREASED20,03627,337-7,301-27%$1.5M$1.0M-$448.4K2026-10-07
Vested Financial Planning, LLC
INCREASED19,46817,388+2,080+12%$947.0K$1.0M+$63.9K2026-10-28
Diversify Wealth Management, LLC
INCREASED18,10015,429+2,671+17%$823.9K$951.6K+$127.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED18,10015,429+2,671+17%$823.9K$951.6K+$127.7K2026-10-20
Aurelius Family Office LLC
INCREASED16,40115,023+1,378+9%$818.2K$851.6K+$33.5K2026-10-23
Donalies Financial Planning, LLC
INCREASED14,22813,050+1,178+9%$710.7K$738.8K+$28.1K2026-10-19
First Financial Group Corp
INCREASED13,3159,436+3,879+41%$513.9K$691.4K+$177.5K2026-10-22
Foundry Financial LLC
DECREASED12,02437,566-25,542-68%$2.0M$624.3K-$1.4M2026-10-16
Choreo, LLC
INCREASED11,86510,798+1,067+10%$588.1K$616.1K+$28.0K2026-10-28
Quent Capital, LLC
NEW10,093—+10,093——$10.1K—2026-11-09
Plancorp, LLC
INCREASED9,5809,434+146+2%$509.0K$504.9K-$4.1K2026-11-03
SwitchPoint Financial Planning, LLC
UNCHANGED8,8848,88400%$483.8K$461.3K-$22.5K2026-11-02
Everest Financial Group LLC
INCREASED7,9434,619+3,324+72%$251.6K$412.4K+$160.9K2026-11-06
Bessemer Group Inc
UNCHANGED7,3437,34300%$400.0K$381.0K-$19.0K2026-11-09
Clarity Capital Advisors, LLC
INCREASED6,7416,669+72+1%$363.2K$350.0K-$13.2K2026-10-27
Spinnaker Investment Group, LLC
DECREASED5,9696,790-821-12%$369.8K$309.9K-$59.8K2026-10-13
Selective Wealth Management, Inc.
NEW5,347—+5,347——$281.1K—2026-10-16
Simplicity Wealth,LLC
INCREASED5,1635,070+93+2%$276.1K$268.1K-$8.0K2026-10-23
Timonier Family Office, Ltd.
DECREASED4,9765,060-84-2%$275.6K$258.4K-$17.2K2026-11-03
Momentous Wealth Management, Inc.
NEW4,091—+4,091——$212.4K—2026-10-21
Werba Rubin Papier Wealth Management
DECREASED4,0045,900-1,896-32%$321.3K$207.9K-$113.4K2026-11-06
Aspire Private Capital, LLC
NEW3,924—+3,924——$203.8K—2026-11-05
Clarity Asset Management, Inc.
INCREASED3,8933,801+92+2%$207.0K$202.2K-$4.8K2026-10-14
Concord Wealth Partners
DECREASED3,7085,160-1,452-28%$281.0K$192.6K-$88.4K2026-11-02
RHL Group, LLC
NEW3,530—+3,530——$183.3K—2026-11-04
BankChampaign, National Association
UNCHANGED3,4703,47000%$189.0K$180.2K-$8.8K2026-10-19
Assetmark, Inc
INCREASED3,0702,183+887+41%$118.9K$159.4K+$40.6K2026-10-21
Harbour Investments, Inc.
UNCHANGED2,7472,74700%$149.6K$142.6K-$7.0K2026-11-09
Washington Trust Advisors, Inc.
NEW1,725—+1,725——$89.6K—2026-10-22
Coston, McIsaac & Partners
DECREASED1,7231,801-78-4%$98.0K$89.5K-$8.5K2026-11-06
Trust Co
UNCHANGED1,6001,60000%$87.1K$83.1K-$4.1K2026-10-09
Ascentis Independent Advisors
NEW1,294—+1,294——$67.2K—2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED98698600%$53.7K$51.2K-$2.5K2026-10-20
Fifth Third Bancorp
INCREASED592569+23+4%$31.0K$30.7K-$2482026-11-05
Elevate Wealth Advisory, Inc
UNCHANGED58558500%$31.9K$30.4K-$1.5K2026-10-29
CoreCap Advisors, LLC
UNCHANGED55255200%$30.1K$28.7K-$1.4K2026-10-08
Torren Management, LLC
INCREASED478475+3+1%$25.9K$24.8K-$1.0K2026-10-29
Private Wealth Management Group, LLC
DECREASED4331,598-1,165-73%$87.0K$22.5K-$64.5K2026-10-19
Creative Financial Designs Inc
DECREASED331373-42-11%$20.3K$17.2K-$3.1K2026-11-04
IFG Advisory, LLC
DECREASED1985,454-5,256-96%$297.0K$10.3K-$286.7K2026-11-09
Nemes Rush Group LLC
INCREASED165163+2+1%$8.9K$8.6K-$3232026-11-04
Birch Financial Group, LLC
NEW135—+135——$7.0K—2026-10-27
Larson Financial Group LLC
UNCHANGED11011000%$6.0K$5.7K-$2792026-11-05
Mechanics Financial Corp
NEW107—+107——$5.6K—2026-11-05
William Mack & Associates, Inc.
NEW40—+40——$2.1K—2026-10-27
Aspect Partners, LLC
UNCHANGED333300%$1.8K$1.7K-$832026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED292900%$1.6K$1.5K-$732026-11-02
High Note Wealth, LLC
NEW21—+21——$1.1K—2026-10-27
Angeles Wealth Management, LLC
CLOSED06,588-6,588-100%$358.8K$0-$358.8K2026-10-26
Index Fund Advisors, Inc.
CLOSED05,515-5,515-100%$300.4K$0-$300.4K2026-11-05
Bay Harbor Wealth Management, LLC
CLOSED0889-889-100%$48.4K$0-$48.4K2026-11-03
JFS Wealth Advisors, LLC
CLOSED0193-193-100%$10.5K$0-$10.5K2026-11-03
von Borstel & Associates, Inc.
N/A—1,616,680-1,616,680-100%$88.0M———
Beacon Pointe Advisors, LLC
N/A—1,170,296-1,170,296-100%$63.7M———
WPWealth LLP
N/A—1,076,585-1,076,585-100%$58.6M———
Ruedi Wealth Management, Inc.
N/A—1,053,280-1,053,280-100%$57.4M———
Curio Wealth, LLC
N/A—930,622-930,622-100%$50.7M———
Vestmark Advisory Solutions, Inc.
N/A—857,514-857,514-100%$46.7M———
Beaird Harris Wealth Management, LLC
N/A—743,391-743,391-100%$40.5M———
Envestnet Asset Management Inc
N/A—712,638-712,638-100%$38.8M———
Bank of America Corp
N/A—708,687-708,687-100%$38.6M———
AE Wealth Management LLC
N/A—610,795-610,795-100%$33.3M———
Jones Financial Companies Lllp
N/A—482,694-482,694-100%$26.4M———
Moneta Group Investment Advisors LLC
N/A—322,380-322,380-100%$17.6M———
Integrated Wealth Concepts LLC
N/A—297,299-297,299-100%$16.2M———
GeoWealth Management, LLC
N/A—213,656-213,656-100%$11.6M———
Old Mission Capital LLC
N/A—192,871-192,871-100%$10.5M———
UBS Asset Management Americas LLC
N/A—184,792-184,792-100%$10.1M———
Fort Vancouver Investment Management, LLC
N/A—183,660-183,660-100%$10.0M———
Fiduciary Financial Advisors
N/A—173,102-173,102-100%$9.4M———
Betterment LLC
N/A—170,324-170,324-100%$9.3M———
OneDigital Investment Advisors LLC
N/A—157,662-157,662-100%$8.6M———
Bridge Generations Wealth Management LLC
N/A—156,964-156,964-100%$8.5M———
TRU Independence Asset Management 2, LLC
N/A—138,782-138,782-100%$7.6M———
JPMorgan Chase & Co
N/A—123,220-123,220-100%$6.7M———
Applied Capital LLC
N/A—120,737-120,737-100%$6.6M———
Mariner, LLC
N/A—118,141-118,141-100%$6.4M———
Mission Hills Financial Advisory, LLC
N/A—106,371-106,371-100%$5.8M———
HFM Investment Advisors, LLC
N/A—94,751-94,751-100%$5.2M———
Disciplined Investors, L.L.C.
N/A—84,137-84,137-100%$4.6M———
Osaic Holdings, Inc.
N/A—82,717-82,717-100%$4.5M———
Wells Fargo & Company
N/A—77,958-77,958-100%$4.2M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—76,752-76,752-100%$4.2M———
Jane Street Group, LLC
N/A—65,738-65,738-100%$3.6M———
NewEdge Advisors, LLC
N/A—61,709-61,709-100%$3.4M———
Keating Financial Advisory Services, Inc.
N/A—58,585-58,585-100%$3.2M———
Glassy Mountain Advisors, Inc.
N/A—56,777-56,777-100%$3.1M———
Cerity Partners LLC
N/A—48,363-48,363-100%$2.6M———
Goldman Sachs Group Inc
N/A—41,620-41,620-100%$2.3M———
American Investment Services, Inc.
N/A—37,315-37,315-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—36,839-36,839-100%$2.0M———
Parkwoods Wealth Partners, LLC
N/A—33,909-33,909-100%$1.8M———
Vantage Point Financial LLC
N/A—33,834-33,834-100%$1.8M———
MML Investors Services, LLC
N/A—32,636-32,636-100%$1.8M———
Focus Partners Advisor Solutions, LLC
N/A—26,939-26,939-100%$1.5M———
Xcelsior Advisor Partners LLC
N/A—23,639-23,639-100%$1.3M———
Quadrature Capital Ltd
N/A—21,911-21,911-100%$1.2M———
Tandem Financial, LLC
N/A—17,570-17,570-100%$956.9K———
Arkadios Wealth Advisors
N/A—16,834-16,834-100%$916.8K———
Mutual Advisors, LLC
N/A—16,067-16,067-100%$875.0K———
Orion Porfolio Solutions, LLC
N/A—15,764-15,764-100%$858.5K———
Faithward Advisors, LLC
N/A—15,072-15,072-100%$820.8K———
Private Advisor Group, LLC
N/A—13,797-13,797-100%$751.4K———
Daner Wealth Management, LLC
N/A—12,131-12,131-100%$650.6K———
CreativeOne Wealth, LLC
N/A—11,582-11,582-100%$630.7K———
Mercer Global Advisors Inc
N/A—11,153-11,153-100%$607.4K———
Optimus Capital Advisors, LLC
N/A—10,097-10,097-100%$549.9K———
SEI Investments Co
N/A—9,577-9,577-100%$521.6K———
Nuveen, LLC
N/A—8,237-8,237-100%$448.6K———
Summit Wealth Group, LLC
N/A—8,009-8,009-100%$436.2K———
Savvy Advisors, Inc.
N/A—7,432-7,432-100%$404.7K———
Pandowealth. LLC
N/A—7,334-7,334-100%$399.4K———
Royal Bank of Canada
N/A—6,929-6,929-100%$377.0K———
Stratos Wealth Partners, Ltd.
N/A—5,905-5,905-100%$321.6K———
Aegis Wealth Management LLC
N/A—5,526-5,526-100%$300.9K———
National Bank of Canada
N/A—4,883-4,883-100%$265.8K———
Rehmann Capital Advisory Group
N/A—4,102-4,102-100%$223.4K———
Raymond James Financial Inc
N/A—3,923-3,923-100%$213.6K———
Wellington-Altus USA Inc.
N/A—2,275-2,275-100%$122.8K———
Strategic Wealth Partners, Ltd.
N/A—1,167-1,167-100%$63.5K———
FAS Wealth Partners, Inc.
N/A—371-371-100%$20.2K———
O'shaughnessy Asset Management, LLC
N/A—243-243-100%$13.2K———
UBS Group AG
N/A—150-150-100%$8.2K———
Showing 198 of 198 institutions