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Dimension Ultrashort FI ETF (DUSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Root Financial Partners, LLC
INCREASED
Shares2,095,779 from 1,866,250
Change+229,529 (+12%)
Value$105.8M (+$11.0M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares2,056,677 from 1,786,825
Change+269,852 (+15%)
Value$103.8M (+$13.1M)
Filed 2026-10-29
Prudent Man Investment Management, Inc.
INCREASED
Shares1,650,294 from 1,571,347
Change+78,947 (+5%)
Value$83.3M (+$3.7M)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares1,061,503 from 1,019,305
Change+42,198 (+4%)
Value$53.6M (+$1.8M)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares851,435 from 737,985
Change+113,450 (+15%)
Value$43.0M (+$5.5M)
Filed 2026-10-26
Financial Harvest, LLC
DECREASED
Shares717,493 from 831,400
Change-113,907 (-14%)
Value$36.2M (-$6.0M)
Filed 2026-10-15
SC&H Financial Advisors, Inc.
INCREASED
Shares698,875 from 645,927
Change+52,948 (+8%)
Value$35.3M (+$2.5M)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
INCREASED
Shares632,046 from 623,822
Change+8,224 (+1%)
Value$31.9M (+$234.3K)
Filed 2026-10-16
American Capital Advisory, LLC
INCREASED
Shares540,616 from 511,900
Change+28,716 (+6%)
Value$27.3M (+$1.3M)
Filed 2026-10-28
Sterling Wealth Management, Inc.
INCREASED
Shares512,638 from 499,163
Change+13,475 (+3%)
Value$25.9M (+$535.6K)
Filed 2026-10-23
Pillar Financial Advisors, LLC
INCREASED
Shares508,190 from 386,385
Change+121,805 (+32%)
Value$25.7M (+$6.0M)
Filed 2026-10-21
Three Arch Wealth Management LLC
INCREASED
Shares498,598 from 424,532
Change+74,066 (+17%)
Value$25.2M (+$3.6M)
Filed 2026-10-20
Foundry Financial LLC
INCREASED
Shares419,599 from 265,312
Change+154,287 (+58%)
Value$21.2M (+$7.7M)
Filed 2026-10-16
Phillips Financial Management, LLC
INCREASED
Shares413,302 from 361,664
Change+51,638 (+14%)
Value$20.9M (+$2.5M)
Filed 2026-10-19
Rachor Investment Advisory Services, LLC
INCREASED
Shares402,498 from 392,443
Change+10,055 (+3%)
Value$20.3M (+$393.9K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares381,432 from 199,906
Change+181,526 (+91%)
Value$19.3M (+$9.1M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares366,114 from 383,636
Change-17,522 (-5%)
Value$18.5M (-$928.5K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares292,830 from 177,152
Change+115,678 (+65%)
Value$14.8M (+$5.8M)
Filed 2026-11-02
Hiley Hunt Wealth Management
INCREASED
Shares278,593 from 250,727
Change+27,866 (+11%)
Value$14.1M (+$1.3M)
Filed 2026-10-08
Johnson Wealth Management, LLC
INCREASED
Shares273,481 from 258,411
Change+15,070 (+6%)
Value$13.8M (+$685.9K)
Filed 2026-11-09
Onyx Financial Advisors, LLC
INCREASED
Shares266,427 from 253,807
Change+12,620 (+5%)
Value$13.5M (+$563.6K)
Filed 2026-10-21
TAGStone Capital, Inc.
INCREASED
Shares263,435 from 209,246
Change+54,189 (+26%)
Value$13.3M (+$2.7M)
Filed 2026-11-09
Avestar Capital, LLC
DECREASED
Shares259,689 from 296,914
Change-37,225 (-13%)
Value$13.1M (-$2.0M)
Filed 2026-10-28
Babb Wealth Advisors LLC
DECREASED
Shares214,842 from 217,424
Change-2,582 (-1%)
Value$10.8M (-$193.4K)
Filed 2026-10-30
New Dimensions Wealth Management, LLC
INCREASED
Shares211,440 from 199,748
Change+11,692 (+6%)
Value$10.7M (+$532.4K)
Filed 2026-11-02
Financial Symmetry Inc
INCREASED
Shares210,421 from 193,362
Change+17,059 (+9%)
Value$10.6M (+$803.1K)
Filed 2026-10-06
Market Street Wealth Management Advisors LLC
DECREASED
Shares195,742 from 350,343
Change-154,601 (-44%)
Value$9.9M (-$7.9M)
Filed 2026-10-09
Wolfstich Capital, LLC
DECREASED
Shares191,613 from 214,072
Change-22,459 (-10%)
Value$9.7M (-$1.2M)
Filed 2026-10-14
Shore Point Advisors, LLC
INCREASED
Shares167,514 from 154,949
Change+12,565 (+8%)
Value$8.3M (+$593.5K)
Filed 2026-10-14
Leading Edge Financial Planning LLC
INCREASED
Shares161,750 from 151,087
Change+10,663 (+7%)
Value$8.2M (+$494.6K)
Filed 2026-10-23
Tillman Hartley LLC
INCREASED
Shares161,696 from 108,825
Change+52,871 (+49%)
Value$8.2M (+$2.6M)
Filed 2026-11-06
Mattern Wealth Management LLC
INCREASED
Shares157,271 from 154,640
Change+2,631 (+2%)
Value$7.9M (+$88.0K)
Filed 2026-11-04
Live Oak Private Wealth LLC
INCREASED
Shares133,946 from 93,936
Change+40,010 (+43%)
Value$6.8M (+$2.0M)
Filed 2026-11-02
Choreo, LLC
DECREASED
Shares120,012 from 167,029
Change-47,017 (-28%)
Value$6.1M (-$2.4M)
Filed 2026-10-28
Vestia Personal Wealth Advisors
INCREASED
Shares117,610 from 62,620
Change+54,990 (+88%)
Value$5.9M (+$2.8M)
Filed 2026-10-20
Cogent Private Wealth, Inc.
INCREASED
Shares102,180 from 98,559
Change+3,621 (+4%)
Value$5.2M (+$154.2K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares98,897 from 90,237
Change+8,660 (+10%)
Value$5.0M (+$411.1K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares97,579 from 72,060
Change+25,519 (+35%)
Value$4.9M (+$1.3M)
Filed 2026-10-08
Navigoe, LLC
INCREASED
Shares95,612 from 89,744
Change+5,868 (+7%)
Value$4.8M (+$270.0K)
Filed 2026-11-04
3 Factor Indexing, LLC
DECREASED
Shares94,168 from 97,091
Change-2,923 (-3%)
Value$4.8M (-$175.8K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares93,167 from 90,194
Change+2,973 (+3%)
Value$4.7M (+$124.0K)
Filed 2026-10-13
DWR Wealth Management, LLC
INCREASED
Shares93,039 from 70,991
Change+22,048 (+31%)
Value$4.7M (+$1.1M)
Filed 2026-10-13
Strathmore Capital Advisors, Inc.
INCREASED
Shares92,331 from 74,482
Change+17,849 (+24%)
Value$4.7M (+$905.5K)
Filed 2026-11-09
Bright Financial Advisors, Inc.
INCREASED
Shares84,492 from 78,045
Change+6,447 (+8%)
Value$4.3M (+$302.8K)
Filed 2026-10-23
Coston, McIsaac & Partners
INCREASED
Shares83,423 from 82,107
Change+1,316 (+2%)
Value$4.2M (+$44.1K)
Filed 2026-11-06
Concord Wealth Partners
DECREASED
Shares76,591 from 80,989
Change-4,398 (-5%)
Value$3.9M (-$245.5K)
Filed 2026-11-02
Outbound Financial Inc
INCREASED
Shares76,341 from 75,678
Change+663 (+1%)
Value$3.9M (+$11.6K)
Filed 2026-10-13
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares64,733 from 5,973
Change+58,760 (+984%)
Value$3.3M (+$3.0M)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares61,941 from 71,202
Change-9,261 (-13%)
Value$3.1M (-$488.3K)
Filed 2026-11-02
Everest Financial Group LLC
INCREASED
Shares61,232 from 56,825
Change+4,407 (+8%)
Value$3.1M (+$206.1K)
Filed 2026-11-06
Porter White Investment Advisors, Inc.
INCREASED
Shares60,748 from 21,007
Change+39,741 (+189%)
Value$3.1M (+$2.0M)
Filed 2026-10-14
Studio Investment Management LLC
INCREASED
Shares60,129 from 55,972
Change+4,157 (+7%)
Value$3.0M (+$193.7K)
Filed 2026-10-22
Indivisible Partners
NEW
Shares59,991
Change+59,991
Value$3.0M
Filed 2026-10-26
SAX Wealth Advisors, LLC
NEW
Shares59,083
Change+59,083
Value$3.0M
Filed 2026-10-13
Factor Wealth Management LTD
INCREASED
Shares57,870 from 48,520
Change+9,350 (+19%)
Value$2.9M (+$458.0K)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares57,316 from 56,258
Change+1,058 (+2%)
Value$2.9M (+$37.1K)
Filed 2026-11-06
Kings Path Partners LLC
DECREASED
Shares54,983 from 57,413
Change-2,430 (-4%)
Value$2.8M (-$139.4K)
Filed 2026-10-21
Burk Holdings LLC
INCREASED
Shares50,179 from 50,057
Change+122 (+0%)
Value$2.5M (-$8.4K)
Filed 2026-11-05
Index Fund Advisors, Inc.
DECREASED
Shares47,774 from 54,069
Change-6,295 (-12%)
Value$2.4M (-$333.5K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares47,586 from 43,572
Change+4,014 (+9%)
Value$2.4M (+$190.0K)
Filed 2026-10-14
SpringVest Wealth Management LLC
DECREASED
Shares45,885 from 48,972
Change-3,087 (-6%)
Value$2.3M (-$170.1K)
Filed 2026-10-27
Altiora Financial Group, LLC
DECREASED
Shares45,288 from 102,137
Change-56,849 (-56%)
Value$2.3M (-$2.9M)
Filed 2026-11-04
RW Investment Management LLC
NEW
Shares44,720
Change+44,720
Value$2.3M
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares43,841 from 110,257
Change-66,416 (-60%)
Value$2.2M (-$3.4M)
Filed 2026-10-20
Meredith Wealth Planning
INCREASED
Shares42,223 from 37,778
Change+4,445 (+12%)
Value$2.1M (+$213.4K)
Filed 2026-10-14
Forza Wealth Management, LLC
INCREASED
Shares41,370 from 38,694
Change+2,676 (+7%)
Value$2.1M (+$123.9K)
Filed 2026-10-20
MB Generational Wealth, LLC
INCREASED
Shares40,959 from 35,928
Change+5,031 (+14%)
Value$2.1M (+$243.6K)
Filed 2026-11-09
Bullock Wealth Management Group
INCREASED
Shares40,050 from 38,542
Change+1,508 (+4%)
Value$2.0M (+$67.0K)
Filed 2026-10-09
Mustard Seed Financial, LLC
INCREASED
Shares39,251 from 29,959
Change+9,292 (+31%)
Value$2.0M (+$460.5K)
Filed 2026-10-30
Torren Management, LLC
DECREASED
Shares38,038 from 38,623
Change-585 (-2%)
Value$1.9M (-$40.7K)
Filed 2026-10-29
Maseco LLP
INCREASED
Shares36,808 from 28,419
Change+8,389 (+30%)
Value$1.9M (+$415.4K)
Filed 2026-10-27
RED Lighthouse Investment Management, LLC
INCREASED
Shares35,568 from 30,488
Change+5,080 (+17%)
Value$1.8M (+$247.7K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares35,000 from 34,500
Change+500 (+1%)
Value$1.8M (+$15.2K)
Filed 2026-10-23
Thayer Financial, L.L.C.
NEW
Shares32,552
Change+32,552
Value$1.6M
Filed 2026-10-21
Family CFO Inc
INCREASED
Shares31,404 from 28,419
Change+2,985 (+11%)
Value$1.6M (+$142.5K)
Filed 2026-10-30
Balboa Wealth Partners
DECREASED
Shares31,045 from 31,996
Change-951 (-3%)
Value$1.6M (-$57.3K)
Filed 2026-10-20
PFG Advisors
INCREASED
Shares27,967 from 26,595
Change+1,372 (+5%)
Value$1.4M (+$61.6K)
Filed 2026-10-16
Core Wealth Management, Inc.
DECREASED
Shares27,195 from 48,950
Change-21,755 (-44%)
Value$1.4M (-$1.1M)
Filed 2026-10-22
Kane Co Wealth Management, Inc.
INCREASED
Shares24,499 from 23,524
Change+975 (+4%)
Value$1.2M (+$42.4K)
Filed 2026-11-04
Guardian Wealth Management, LLC
INCREASED
Shares22,893 from 19,478
Change+3,415 (+18%)
Value$1.2M (+$166.8K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares20,306 from 25,006
Change-4,700 (-19%)
Value$1.0M (-$245.0K)
Filed 2026-11-02
White Wing Wealth Management
DECREASED
Shares20,158 from 20,350
Change-192 (-1%)
Value$1.0M (-$15.6K)
Filed 2026-11-09
Essential Planning, Llc.
DECREASED
Shares19,672 from 19,764
Change-92 (0%)
Value$993.2K (-$10.4K)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares18,531 from 425
Change+18,106 (+4260%)
Value$941.0K (+$919.4K)
Filed 2026-11-06
Grand Wealth Management, LLC
INCREASED
Shares16,154 from 6,605
Change+9,549 (+145%)
Value$815.6K (+$480.2K)
Filed 2026-11-09
Demming Financial Services Corp
DECREASED
Shares14,708 from 15,930
Change-1,222 (-8%)
Value$742.6K (-$66.2K)
Filed 2026-11-09
Orba Wealth Advisors, L.L.C.
INCREASED
Shares14,561 from 13,639
Change+922 (+7%)
Value$735.2K (+$42.6K)
Filed 2026-10-23
Willow Creek Wealth Management Inc.
UNCHANGED
Shares12,477 from 12,477
Change0 (0%)
Value$630.0K (-$3.6K)
Filed 2026-10-26
PCA Investment Advisory Services Inc.
DECREASED
Shares11,215 from 14,979
Change-3,764 (-25%)
Value$566.2K (-$194.4K)
Filed 2026-10-13
ProCore Advisors, LLC
DECREASED
Shares10,985 from 14,130
Change-3,145 (-22%)
Value$554.6K (-$162.9K)
Filed 2026-10-14
Oceanside Advisors LLC
DECREASED
Shares10,723 from 10,782
Change-59 (-1%)
Value$541.4K (-$6.1K)
Filed 2026-11-03
Legacy Financial Group, Inc.
INCREASED
Shares9,742 from 7,687
Change+2,055 (+27%)
Value$491.9K (+$101.5K)
Filed 2026-10-21
Krilogy Financial LLC
NEW
Shares9,368
Change+9,368
Value$474.1K
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares9,288 from 13,636
Change-4,348 (-32%)
Value$468.9K (-$223.5K)
Filed 2026-11-02
Cypress Point Wealth Management, LLC
INCREASED
Shares9,196 from 9,149
Change+47 (+1%)
Value$464.3K (-$254)
Filed 2026-11-03
Merit Financial Group, LLC
NEW
Shares8,857
Change+8,857
Value$447.2K
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares8,612 from 8,960
Change-348 (-4%)
Value$434.8K (-$20.2K)
Filed 2026-10-28
SageOak Financial, LLC
DECREASED
Shares8,322 from 11,518
Change-3,196 (-28%)
Value$420.2K (-$164.7K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares7,977 from 6,986
Change+991 (+14%)
Value$404.0K (+$50.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares7,977 from 6,986
Change+991 (+14%)
Value$404.0K (+$50.0K)
Filed 2026-10-20
CPA Asset Management Group, LLC
NEW
Shares7,718
Change+7,718
Value$389.7K
Filed 2026-10-26
Master's Wealth Management Inc.
DECREASED
Shares7,481 from 10,265
Change-2,784 (-27%)
Value$377.7K (-$143.5K)
Filed 2026-10-22
Tactive Advisors, LLC
NEW
Shares6,968
Change+6,968
Value$351.8K
Filed 2026-10-08
Embree Financial Group
DECREASED
Shares6,851 from 6,951
Change-100 (-1%)
Value$345.9K (-$7.1K)
Filed 2026-10-22
Kestra Investment Management, LLC
NEW
Shares6,533
Change+6,533
Value$329.9K
Filed 2026-11-04
TCP Asset Management, LLC
NEW
Shares6,406
Change+6,406
Value$323.7K
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares6,359
Change+6,359
Value$322.0K
Filed 2026-11-03
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares6,201 from 9,001
Change-2,800 (-31%)
Value$313.1K (-$143.4K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares6,036 from 5,895
Change+141 (+2%)
Value$304.8K (+$5.4K)
Filed 2026-10-30
Alpha Financial Advisors, LLC
NEW
Shares5,973
Change+5,973
Value$301.6K
Filed 2026-11-09
First Financial Group Corp
DECREASED
Shares5,755 from 5,925
Change-170 (-3%)
Value$290.6K (-$10.3K)
Filed 2026-10-22
Elser Financial Planning, Inc
DECREASED
Shares5,728 from 6,949
Change-1,221 (-18%)
Value$289.2K (-$63.7K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
DECREASED
Shares5,472 from 5,606
Change-134 (-2%)
Value$276.3K (-$8.4K)
Filed 2026-10-19
CSP Financial Group, LLC
INCREASED
Shares5,079 from 4,254
Change+825 (+19%)
Value$256.5K (+$40.5K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
INCREASED
Shares4,908 from 4,884
Change+24 (+0%)
Value$247.8K (-$206)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
NEW
Shares4,825
Change+4,825
Value$243.6K
Filed 2026-11-04
626 Financial, LLC
NEW
Shares4,675
Change+4,675
Value$236.0K
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares4,340 from 4,340
Change0 (0%)
Value$219.1K (-$1.3K)
Filed 2026-11-05
Baker Tilly Wealth Management, LLC
INCREASED
Shares4,256 from 4,214
Change+42 (+1%)
Value$214.9K (+$929)
Filed 2026-10-05
Cypress Financial Planning LLC
DECREASED
Shares4,247 from 12,311
Change-8,064 (-65%)
Value$214.4K (-$410.7K)
Filed 2026-10-09
Dahring | Cusmano LLC
NEW
Shares4,110
Change+4,110
Value$207.5K
Filed 2026-11-03
Werba Rubin Papier Wealth Management
INCREASED
Shares3,987 from 3,947
Change+40 (+1%)
Value$201.3K (+$871)
Filed 2026-11-06
Washington Trust Advisors, Inc.
INCREASED
Shares2,440 from 2,416
Change+24 (+1%)
Value$123.2K (+$533)
Filed 2026-10-22
Bank of Montreal
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$50.5K (-$290)
Filed 2026-11-09
DecisionPoint Financial, LLC
NEW
Shares809
Change+809
Value$40.9K
Filed 2026-10-27
Maryland Capital Advisors Inc.
NEW
Shares590
Change+590
Value$29.8K
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares531 from 4,377
Change-3,846 (-88%)
Value$26.8K (-$195.4K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
INCREASED
Shares382 from 378
Change+4 (+1%)
Value$19.3K (+$83)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$18.9K (-$109)
Filed 2026-10-16
Harbour Investments, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.6K (-$72)
Filed 2026-11-09
LAM Group, Inc.
INCREASED
Shares95 from 85
Change+10 (+12%)
Value$4.8K (+$481)
Filed 2026-10-26
RHL Group, LLC
INCREASED
Shares25 from 24
Change+1 (+4%)
Value$1.2K (+$19)
Filed 2026-11-04
Quantum Financial Advisors, LLC
CLOSED
Shares0 from 62,455
Change-62,455 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
Evanson Financial, LLC
CLOSED
Shares0 from 7,470
Change-7,470 (-100%)
Value$0 (-$379.3K)
Filed 2026-10-23
Lane Brothers & Co Inc
CLOSED
Shares0 from 5,126
Change-5,126 (-100%)
Value$0 (-$260.3K)
Filed 2026-11-02
IFG Advisory, LLC
CLOSED
Shares0 from 3,100
Change-3,100 (-100%)
Value$0 (-$157.4K)
Filed 2026-11-09
CX Institutional
CLOSED
Shares0 from 2,544
Change-2,544 (-100%)
Value$0 (-$129)
Filed 2026-10-02
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$914)
Filed 2026-11-03
Planning Center, Inc.
N/A
Shares— from 3,678,554
Change-3,678,554 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 587,139
Change-587,139 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 351,153
Change-351,153 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 255,920
Change-255,920 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 225,932
Change-225,932 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 193,333
Change-193,333 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 171,441
Change-171,441 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 168,178
Change-168,178 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 164,162
Change-164,162 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 151,487
Change-151,487 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 150,331
Change-150,331 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 142,983
Change-142,983 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 140,047
Change-140,047 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 135,956
Change-135,956 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 120,512
Change-120,512 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 114,748
Change-114,748 (-100%)
Value—
Betterment LLC
N/A
Shares— from 109,524
Change-109,524 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 97,003
Change-97,003 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 92,271
Change-92,271 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 87,106
Change-87,106 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 85,761
Change-85,761 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 60,507
Change-60,507 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 60,249
Change-60,249 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 59,802
Change-59,802 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 57,484
Change-57,484 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 56,844
Change-56,844 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 53,750
Change-53,750 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 48,788
Change-48,788 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45,154
Change-45,154 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 37,101
Change-37,101 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 33,086
Change-33,086 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 30,181
Change-30,181 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 30,011
Change-30,011 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 27,955
Change-27,955 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 27,519
Change-27,519 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 27,346
Change-27,346 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 26,262
Change-26,262 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 26,085
Change-26,085 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,635
Change-20,635 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 18,849
Change-18,849 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 16,262
Change-16,262 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 15,124
Change-15,124 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 14,479
Change-14,479 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,982
Change-9,982 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 9,072
Change-9,072 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,556
Change-8,556 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,903
Change-7,903 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 7,103
Change-7,103 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,658
Change-6,658 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 0
Change0
Value—
Status
Root Financial Partners, LLC
INCREASED2,095,7791,866,250+229,529+12%$94.8M$105.8M+$11.0M2026-10-21
Vise Technologies, Inc.
INCREASED2,056,6771,786,825+269,852+15%$90.7M$103.8M+$13.1M2026-10-29
Prudent Man Investment Management, Inc.
INCREASED1,650,2941,571,347+78,947+5%$79.6M$83.3M+$3.7M2026-11-03
Savant Capital, LLC
INCREASED1,061,5031,019,305+42,198+4%$51.8M$53.6M+$1.8M2026-11-06
SJS Investment Consulting Inc.
INCREASED851,435737,985+113,450+15%$37.5M$43.0M+$5.5M2026-10-26
Financial Harvest, LLC
DECREASED717,493831,400-113,907-14%$42.2M$36.2M-$6.0M2026-10-15
SC&H Financial Advisors, Inc.
INCREASED698,875645,927+52,948+8%$32.8M$35.3M+$2.5M2026-10-14
DiNuzzo Private Wealth, Inc.
INCREASED632,046623,822+8,224+1%$31.7M$31.9M+$234.3K2026-10-16
American Capital Advisory, LLC
INCREASED540,616511,900+28,716+6%$26.0M$27.3M+$1.3M2026-10-28
Sterling Wealth Management, Inc.
INCREASED512,638499,163+13,475+3%$25.3M$25.9M+$535.6K2026-10-23
Pillar Financial Advisors, LLC
INCREASED508,190386,385+121,805+32%$19.6M$25.7M+$6.0M2026-10-21
Three Arch Wealth Management LLC
INCREASED498,598424,532+74,066+17%$21.6M$25.2M+$3.6M2026-10-20
Foundry Financial LLC
INCREASED419,599265,312+154,287+58%$13.5M$21.2M+$7.7M2026-10-16
Phillips Financial Management, LLC
INCREASED413,302361,664+51,638+14%$18.4M$20.9M+$2.5M2026-10-19
Rachor Investment Advisory Services, LLC
INCREASED402,498392,443+10,055+3%$19.9M$20.3M+$393.9K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED381,432199,906+181,526+91%$10.2M$19.3M+$9.1M2026-10-13
Chicago Partners Investment Group LLC
DECREASED366,114383,636-17,522-5%$19.4M$18.5M-$928.5K2026-10-27
Creative Planning
INCREASED292,830177,152+115,678+65%$9.0M$14.8M+$5.8M2026-11-02
Hiley Hunt Wealth Management
INCREASED278,593250,727+27,866+11%$12.7M$14.1M+$1.3M2026-10-08
Johnson Wealth Management, LLC
INCREASED273,481258,411+15,070+6%$13.1M$13.8M+$685.9K2026-11-09
Onyx Financial Advisors, LLC
INCREASED266,427253,807+12,620+5%$12.9M$13.5M+$563.6K2026-10-21
TAGStone Capital, Inc.
INCREASED263,435209,246+54,189+26%$10.6M$13.3M+$2.7M2026-11-09
Avestar Capital, LLC
DECREASED259,689296,914-37,225-13%$15.1M$13.1M-$2.0M2026-10-28
Babb Wealth Advisors LLC
DECREASED214,842217,424-2,582-1%$11.0M$10.8M-$193.4K2026-10-30
New Dimensions Wealth Management, LLC
INCREASED211,440199,748+11,692+6%$10.1M$10.7M+$532.4K2026-11-02
Financial Symmetry Inc
INCREASED210,421193,362+17,059+9%$9.8M$10.6M+$803.1K2026-10-06
Market Street Wealth Management Advisors LLC
DECREASED195,742350,343-154,601-44%$17.8M$9.9M-$7.9M2026-10-09
Wolfstich Capital, LLC
DECREASED191,613214,072-22,459-10%$10.9M$9.7M-$1.2M2026-10-14
Shore Point Advisors, LLC
INCREASED167,514154,949+12,565+8%$7.7M$8.3M+$593.5K2026-10-14
Leading Edge Financial Planning LLC
INCREASED161,750151,087+10,663+7%$7.7M$8.2M+$494.6K2026-10-23
Tillman Hartley LLC
INCREASED161,696108,825+52,871+49%$5.5M$8.2M+$2.6M2026-11-06
Mattern Wealth Management LLC
INCREASED157,271154,640+2,631+2%$7.9M$7.9M+$88.0K2026-11-04
Live Oak Private Wealth LLC
INCREASED133,94693,936+40,010+43%$4.8M$6.8M+$2.0M2026-11-02
Choreo, LLC
DECREASED120,012167,029-47,017-28%$8.5M$6.1M-$2.4M2026-10-28
Vestia Personal Wealth Advisors
INCREASED117,61062,620+54,990+88%$3.2M$5.9M+$2.8M2026-10-20
Cogent Private Wealth, Inc.
INCREASED102,18098,559+3,621+4%$5.0M$5.2M+$154.2K2026-11-06
Farther Finance Advisors, LLC
INCREASED98,89790,237+8,660+10%$4.6M$5.0M+$411.1K2026-10-08
Apella Capital, LLC
INCREASED97,57972,060+25,519+35%$3.7M$4.9M+$1.3M2026-10-08
Navigoe, LLC
INCREASED95,61289,744+5,868+7%$4.6M$4.8M+$270.0K2026-11-04
3 Factor Indexing, LLC
DECREASED94,16897,091-2,923-3%$4.9M$4.8M-$175.8K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED93,16790,194+2,973+3%$4.6M$4.7M+$124.0K2026-10-13
DWR Wealth Management, LLC
INCREASED93,03970,991+22,048+31%$3.6M$4.7M+$1.1M2026-10-13
Strathmore Capital Advisors, Inc.
INCREASED92,33174,482+17,849+24%$3.8M$4.7M+$905.5K2026-11-09
Bright Financial Advisors, Inc.
INCREASED84,49278,045+6,447+8%$4.0M$4.3M+$302.8K2026-10-23
Coston, McIsaac & Partners
INCREASED83,42382,107+1,316+2%$4.2M$4.2M+$44.1K2026-11-06
Concord Wealth Partners
DECREASED76,59180,989-4,398-5%$4.1M$3.9M-$245.5K2026-11-02
Outbound Financial Inc
INCREASED76,34175,678+663+1%$3.8M$3.9M+$11.6K2026-10-13
ShankerValleau Wealth Advisors, Inc.
INCREASED64,7335,973+58,760+984%$303.3K$3.3M+$3.0M2026-10-16
Kestra Advisory Services, LLC
DECREASED61,94171,202-9,261-13%$3.6M$3.1M-$488.3K2026-11-02
Everest Financial Group LLC
INCREASED61,23256,825+4,407+8%$2.9M$3.1M+$206.1K2026-11-06
Porter White Investment Advisors, Inc.
INCREASED60,74821,007+39,741+189%$1.1M$3.1M+$2.0M2026-10-14
Studio Investment Management LLC
INCREASED60,12955,972+4,157+7%$2.8M$3.0M+$193.7K2026-10-22
Indivisible Partners
NEW59,991—+59,991——$3.0M—2026-10-26
SAX Wealth Advisors, LLC
NEW59,083—+59,083——$3.0M—2026-10-13
Factor Wealth Management LTD
INCREASED57,87048,520+9,350+19%$2.5M$2.9M+$458.0K2026-10-08
LPL Financial LLC
INCREASED57,31656,258+1,058+2%$2.9M$2.9M+$37.1K2026-11-06
Kings Path Partners LLC
DECREASED54,98357,413-2,430-4%$2.9M$2.8M-$139.4K2026-10-21
Burk Holdings LLC
INCREASED50,17950,057+122+0%$2.5M$2.5M-$8.4K2026-11-05
Index Fund Advisors, Inc.
DECREASED47,77454,069-6,295-12%$2.7M$2.4M-$333.5K2026-11-05
XY Planning Network, Inc.
INCREASED47,58643,572+4,014+9%$2.2M$2.4M+$190.0K2026-10-14
SpringVest Wealth Management LLC
DECREASED45,88548,972-3,087-6%$2.5M$2.3M-$170.1K2026-10-27
Altiora Financial Group, LLC
DECREASED45,288102,137-56,849-56%$5.2M$2.3M-$2.9M2026-11-04
RW Investment Management LLC
NEW44,720—+44,720——$2.3M—2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED43,841110,257-66,416-60%$5.6M$2.2M-$3.4M2026-10-20
Meredith Wealth Planning
INCREASED42,22337,778+4,445+12%$1.9M$2.1M+$213.4K2026-10-14
Forza Wealth Management, LLC
INCREASED41,37038,694+2,676+7%$2.0M$2.1M+$123.9K2026-10-20
MB Generational Wealth, LLC
INCREASED40,95935,928+5,031+14%$1.8M$2.1M+$243.6K2026-11-09
Bullock Wealth Management Group
INCREASED40,05038,542+1,508+4%$2.0M$2.0M+$67.0K2026-10-09
Mustard Seed Financial, LLC
INCREASED39,25129,959+9,292+31%$1.5M$2.0M+$460.5K2026-10-30
Torren Management, LLC
DECREASED38,03838,623-585-2%$2.0M$1.9M-$40.7K2026-10-29
Maseco LLP
INCREASED36,80828,419+8,389+30%$1.4M$1.9M+$415.4K2026-10-27
RED Lighthouse Investment Management, LLC
INCREASED35,56830,488+5,080+17%$1.5M$1.8M+$247.7K2026-11-02
Apollon Wealth Management, LLC
INCREASED35,00034,500+500+1%$1.8M$1.8M+$15.2K2026-10-23
Thayer Financial, L.L.C.
NEW32,552—+32,552——$1.6M—2026-10-21
Family CFO Inc
INCREASED31,40428,419+2,985+11%$1.4M$1.6M+$142.5K2026-10-30
Balboa Wealth Partners
DECREASED31,04531,996-951-3%$1.6M$1.6M-$57.3K2026-10-20
PFG Advisors
INCREASED27,96726,595+1,372+5%$1.4M$1.4M+$61.6K2026-10-16
Core Wealth Management, Inc.
DECREASED27,19548,950-21,755-44%$2.5M$1.4M-$1.1M2026-10-22
Kane Co Wealth Management, Inc.
INCREASED24,49923,524+975+4%$1.2M$1.2M+$42.4K2026-11-04
Guardian Wealth Management, LLC
INCREASED22,89319,478+3,415+18%$989.1K$1.2M+$166.8K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED20,30625,006-4,700-19%$1.3M$1.0M-$245.0K2026-11-02
White Wing Wealth Management
DECREASED20,15820,350-192-1%$1.0M$1.0M-$15.6K2026-11-09
Essential Planning, Llc.
DECREASED19,67219,764-920%$1.0M$993.2K-$10.4K2026-10-21
Allworth Financial LP
INCREASED18,531425+18,106+4260%$21.6K$941.0K+$919.4K2026-11-06
Grand Wealth Management, LLC
INCREASED16,1546,605+9,549+145%$335.4K$815.6K+$480.2K2026-11-09
Demming Financial Services Corp
DECREASED14,70815,930-1,222-8%$808.9K$742.6K-$66.2K2026-11-09
Orba Wealth Advisors, L.L.C.
INCREASED14,56113,639+922+7%$692.6K$735.2K+$42.6K2026-10-23
Willow Creek Wealth Management Inc.
UNCHANGED12,47712,47700%$633.6K$630.0K-$3.6K2026-10-26
PCA Investment Advisory Services Inc.
DECREASED11,21514,979-3,764-25%$760.7K$566.2K-$194.4K2026-10-13
ProCore Advisors, LLC
DECREASED10,98514,130-3,145-22%$717.5K$554.6K-$162.9K2026-10-14
Oceanside Advisors LLC
DECREASED10,72310,782-59-1%$547.5K$541.4K-$6.1K2026-11-03
Legacy Financial Group, Inc.
INCREASED9,7427,687+2,055+27%$390.3K$491.9K+$101.5K2026-10-21
Krilogy Financial LLC
NEW9,368—+9,368——$474.1K—2026-10-13
Commonwealth Equity Services, LLC
DECREASED9,28813,636-4,348-32%$692.5K$468.9K-$223.5K2026-11-02
Cypress Point Wealth Management, LLC
INCREASED9,1969,149+47+1%$464.6K$464.3K-$2542026-11-03
Merit Financial Group, LLC
NEW8,857—+8,857——$447.2K—2026-11-06
Modera Wealth Management, LLC
DECREASED8,6128,960-348-4%$455.0K$434.8K-$20.2K2026-10-28
SageOak Financial, LLC
DECREASED8,32211,518-3,196-28%$584.9K$420.2K-$164.7K2026-10-19
Diversify Wealth Management, LLC
INCREASED7,9776,986+991+14%$354.1K$404.0K+$50.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED7,9776,986+991+14%$354.1K$404.0K+$50.0K2026-10-20
CPA Asset Management Group, LLC
NEW7,718—+7,718——$389.7K—2026-10-26
Master's Wealth Management Inc.
DECREASED7,48110,265-2,784-27%$521.3K$377.7K-$143.5K2026-10-22
Tactive Advisors, LLC
NEW6,968—+6,968——$351.8K—2026-10-08
Embree Financial Group
DECREASED6,8516,951-100-1%$353.0K$345.9K-$7.1K2026-10-22
Kestra Investment Management, LLC
NEW6,533—+6,533——$329.9K—2026-11-04
TCP Asset Management, LLC
NEW6,406—+6,406——$323.7K—2026-10-14
M Holdings Securities, Inc.
NEW6,359—+6,359——$322.0K—2026-11-03
Hartmann Taylor Wealth Management, LLC
DECREASED6,2019,001-2,800-31%$456.4K$313.1K-$143.4K2026-10-14
Truist Financial Corp
INCREASED6,0365,895+141+2%$299.4K$304.8K+$5.4K2026-10-30
Alpha Financial Advisors, LLC
NEW5,973—+5,973——$301.6K—2026-11-09
First Financial Group Corp
DECREASED5,7555,925-170-3%$300.9K$290.6K-$10.3K2026-10-22
Elser Financial Planning, Inc
DECREASED5,7286,949-1,221-18%$352.9K$289.2K-$63.7K2026-10-16
Acorn Wealth Advisors, LLC
DECREASED5,4725,606-134-2%$284.7K$276.3K-$8.4K2026-10-19
CSP Financial Group, LLC
INCREASED5,0794,254+825+19%$216.0K$256.5K+$40.5K2026-10-26
Firethorn Wealth Partners, LLC
INCREASED4,9084,884+24+0%$248.0K$247.8K-$2062026-10-14
EverSource Wealth Advisors, LLC
NEW4,825—+4,825——$243.6K—2026-11-04
626 Financial, LLC
NEW4,675—+4,675——$236.0K—2026-11-04
Fifth Third Bancorp
UNCHANGED4,3404,34000%$220.4K$219.1K-$1.3K2026-11-05
Baker Tilly Wealth Management, LLC
INCREASED4,2564,214+42+1%$214.0K$214.9K+$9292026-10-05
Cypress Financial Planning LLC
DECREASED4,24712,311-8,064-65%$625.2K$214.4K-$410.7K2026-10-09
Dahring | Cusmano LLC
NEW4,110—+4,110——$207.5K—2026-11-03
Werba Rubin Papier Wealth Management
INCREASED3,9873,947+40+1%$200.4K$201.3K+$8712026-11-06
Washington Trust Advisors, Inc.
INCREASED2,4402,416+24+1%$122.7K$123.2K+$5332026-10-22
Bank of Montreal
UNCHANGED1,0001,00000%$50.8K$50.5K-$2902026-11-09
DecisionPoint Financial, LLC
NEW809—+809——$40.9K—2026-10-27
Maryland Capital Advisors Inc.
NEW590—+590——$29.8K—2026-10-15
Creative Financial Designs Inc
DECREASED5314,377-3,846-88%$222.3K$26.8K-$195.4K2026-11-04
Strengthening Families & Communities, LLC
INCREASED382378+4+1%$19.2K$19.3K+$832026-10-21
IFP Advisors, Inc
UNCHANGED37437400%$19.0K$18.9K-$1092026-10-16
Harbour Investments, Inc.
UNCHANGED25025000%$12.7K$12.6K-$722026-11-09
LAM Group, Inc.
INCREASED9585+10+12%$4.3K$4.8K+$4812026-10-26
RHL Group, LLC
INCREASED2524+1+4%$1.2K$1.2K+$192026-11-04
Quantum Financial Advisors, LLC
CLOSED062,455-62,455-100%$3.2M$0-$3.2M2026-11-03
Evanson Financial, LLC
CLOSED07,470-7,470-100%$379.3K$0-$379.3K2026-10-23
Lane Brothers & Co Inc
CLOSED05,126-5,126-100%$260.3K$0-$260.3K2026-11-02
IFG Advisory, LLC
CLOSED03,100-3,100-100%$157.4K$0-$157.4K2026-11-09
CX Institutional
CLOSED02,544-2,544-100%$129$0-$1292026-10-02
Bay Harbor Wealth Management, LLC
CLOSED018-18-100%$914$0-$9142026-11-03
Planning Center, Inc.
N/A—3,678,554-3,678,554-100%$186.8M———
Financial Plan, Inc.
N/A—587,139-587,139-100%$29.8M———
Aspen Capital Management, LLC
N/A—351,153-351,153-100%$17.8M———
Mariner, LLC
N/A—255,920-255,920-100%$13.0M———
Envestnet Asset Management Inc
N/A—225,932-225,932-100%$11.5M———
Tumwater Wealth Management, LLC
N/A—193,333-193,333-100%$9.8M———
Wealthspan Partners, LLC
N/A—171,441-171,441-100%$8.7M———
Arkadios Wealth Advisors
N/A—168,178-168,178-100%$8.5M———
Ruedi Wealth Management, Inc.
N/A—164,162-164,162-100%$8.3M———
Parkwoods Wealth Partners, LLC
N/A—151,487-151,487-100%$7.7M———
Tencap Wealth Coaching, LLC
N/A—150,331-150,331-100%$7.6M———
Fiduciary Financial Advisors
N/A—142,983-142,983-100%$7.3M———
Beacon Pointe Advisors, LLC
N/A—140,047-140,047-100%$7.1M———
Pathstone Holdings, LLC
N/A—135,956-135,956-100%$6.9M———
Citadel Advisors LLC
N/A—120,512-120,512-100%$6.1M———
Strategic Investment Solutions, Inc.
N/A—114,748-114,748-100%$5.8M———
Betterment LLC
N/A—109,524-109,524-100%$5.6M———
AssuredPartners Investment Advisors, LLC
N/A—97,003-97,003-100%$4.9M———
Raymond James Financial Inc
N/A—92,271-92,271-100%$4.7M———
Great OAK Capital Partners, LLC
N/A—87,106-87,106-100%$4.4M———
Vance Wealth, LLC
N/A—85,761-85,761-100%$4.4M———
FMB Wealth Management
N/A—60,507-60,507-100%$3.1M———
Applied Capital LLC
N/A—60,249-60,249-100%$3.1M———
Savvy Advisors, Inc.
N/A—59,802-59,802-100%$3.0M———
Optimus Capital Advisors, LLC
N/A—57,484-57,484-100%$2.9M———
Osaic Holdings, Inc.
N/A—56,844-56,844-100%$2.9M———
LRI Investments, LLC
N/A—53,750-53,750-100%$2.7M———
ATLas Financial Planning LLC
N/A—48,788-48,788-100%$2.5M———
JPMorgan Chase & Co
N/A—45,154-45,154-100%$2.3M———
Mercer Global Advisors Inc
N/A—40,000-40,000-100%$2.0M———
HighTower Advisors, LLC
N/A—37,101-37,101-100%$1.9M———
V2 Financial group LLC
N/A—33,086-33,086-100%$1.7M———
Dravo BAY LLC
N/A—30,181-30,181-100%$1.5M———
Focus Partners Advisor Solutions, LLC
N/A—30,011-30,011-100%$1.5M———
Curio Wealth, LLC
N/A—27,955-27,955-100%$1.4M———
Trailhead Planners LLC
N/A—27,519-27,519-100%$1.4M———
McCartney Wealth Management LLC
N/A—27,346-27,346-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—26,262-26,262-100%$1.3M———
MAI Capital Management
N/A—26,085-26,085-100%$1.3M———
Equitable Holdings, Inc.
N/A—20,736-20,736-100%$1.1M———
Jane Street Group, LLC
N/A—20,635-20,635-100%$1.0M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—18,849-18,849-100%$957.2K———
Cary Street Partners Financial LLC
N/A—16,262-16,262-100%$825.8K———
Old Mission Capital LLC
N/A—15,124-15,124-100%$768.0K———
WPWealth LLP
N/A—14,479-14,479-100%$735.2K———
Pure Financial Advisors, LLC
N/A—13,202-13,202-100%$670.4K———
MML Investors Services, LLC
N/A—9,982-9,982-100%$506.9K———
Corus Family Wealth Advisors
N/A—9,072-9,072-100%$460.7K———
Rehmann Capital Advisory Group
N/A—9,070-9,070-100%$460.6K———
Private Advisor Group, LLC
N/A—8,577-8,577-100%$435.6K———
Composition Wealth, LLC
N/A—8,556-8,556-100%$434.5K———
Berger Financial Group, Inc
N/A—7,903-7,903-100%$401.3K———
Geometric Wealth Advisors
N/A—7,103-7,103-100%$360.7K———
Van Hulzen Asset Management, LLC
N/A—6,830-6,830-100%$346.8K———
Aptus Capital Advisors, LLC
N/A—6,658-6,658-100%$338.1K———
Eaton-Cambridge Inc.
N/A—6,495-6,495-100%$329.8K———
VSM Wealth Advisory, LLC
N/A—6,470-6,470-100%$328.5K———
Royal Bank of Canada
N/A—6,420-6,420-100%$326.0K———
OneDigital Investment Advisors LLC
N/A—5,628-5,628-100%$285.8K———
TRU Independence Asset Management 2, LLC
N/A—4,975-4,975-100%$252.6K———
Morgan Stanley
N/A—4,510-4,510-100%$229.0K———
Arax Advisory Partners
N/A—1,494-1,494-100%$75.9K———
Capital Analysts, LLC
N/A—292-292-100%$15———
Pinney & Scofield, Inc.
N/A—74-74-100%$3.7K———
Sittner & Nelson, LLC
N/A—67-67-100%$3.4K———
Wells Fargo & Company
N/A—00—$2———
Cary Street Partners Investment Advisory LLC
N/A—00—$19———
Showing 205 of 205 institutions