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Dimensional World Eqty ETF (DFAW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
First Pacific Financial
INCREASED
Shares963,004 from 934,501
Change+28,503 (+3%)
Value$79.3M (+$1.9M)
Filed 2026-10-14
Wealth Management Nebraska
INCREASED
Shares891,216 from 853,135
Change+38,081 (+4%)
Value$73.4M (+$2.7M)
Filed 2026-10-26
Arlington Financial Advisors, LLC
INCREASED
Shares668,917 from 658,572
Change+10,345 (+2%)
Value$55.1M (+$535.4K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares390,407 from 366,544
Change+23,863 (+7%)
Value$32.1M (+$1.8M)
Filed 2026-10-08
Plancorp, LLC
INCREASED
Shares240,009 from 214,260
Change+25,749 (+12%)
Value$19.9M (+$2.2M)
Filed 2026-11-03
McMill Wealth Management
NEW
Shares233,530
Change+233,530
Value$19.2M
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
DECREASED
Shares226,256 from 241,364
Change-15,108 (-6%)
Value$18.6M (-$1.4M)
Filed 2026-10-16
Abacus Planning Group, Inc.
DECREASED
Shares196,994 from 212,101
Change-15,107 (-7%)
Value$16.2M (-$1.3M)
Filed 2026-11-02
Bryant Woods Investment Advisors, LLC
INCREASED
Shares187,062 from 175,702
Change+11,360 (+6%)
Value$15.4M (+$851.3K)
Filed 2026-10-26
Greenspring Advisors, LLC
INCREASED
Shares179,591 from 175,063
Change+4,528 (+3%)
Value$14.8M (+$288.7K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares164,441 from 159,183
Change+5,258 (+3%)
Value$13.8M (+$630.5K)
Filed 2026-10-08
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED
Shares163,234 from 157,672
Change+5,562 (+4%)
Value$13.4M (+$382.1K)
Filed 2026-11-03
Triune Financial Partners, LLC
INCREASED
Shares153,706 from 147,925
Change+5,781 (+4%)
Value$12.7M (+$404.8K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares145,495 from 116,965
Change+28,530 (+24%)
Value$12.0M (+$2.3M)
Filed 2026-10-22
Maseco LLP
INCREASED
Shares144,995 from 143,211
Change+1,784 (+1%)
Value$12.0M (+$170.3K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares125,930 from 131,656
Change-5,726 (-4%)
Value$10.4M (-$534.5K)
Filed 2026-10-20
Strathmore Capital Advisors, Inc.
INCREASED
Shares124,086 from 113,097
Change+10,989 (+10%)
Value$10.1M (+$707.0K)
Filed 2026-11-09
Royal Harbor Partners, LLC
INCREASED
Shares124,034 from 123,069
Change+965 (+1%)
Value$10.2M (+$20.4K)
Filed 2026-10-29
HFG Wealth Management, LLC
UNCHANGED
Shares103,945 from 103,945
Change0 (0%)
Value$8.6M (+$1)
Filed 2026-10-16
Demming Financial Services Corp
INCREASED
Shares103,695 from 101,768
Change+1,927 (+2%)
Value$8.5M (+$107.8K)
Filed 2026-11-09
Evanson Financial, LLC
DECREASED
Shares101,678 from 101,769
Change-91 (0%)
Value$8.4M (-$56.4K)
Filed 2026-10-23
Merit Financial Group, LLC
NEW
Shares90,625
Change+90,625
Value$7.5M
Filed 2026-11-06
Foster Group, Inc.
INCREASED
Shares73,742 from 73,001
Change+741 (+1%)
Value$6.1M (+$26.0K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
DECREASED
Shares72,343 from 77,330
Change-4,987 (-6%)
Value$6.0M (-$447.6K)
Filed 2026-10-30
Lakewood Asset Management LLC
INCREASED
Shares71,448 from 59,183
Change+12,265 (+21%)
Value$5.9M (+$981.2K)
Filed 2026-10-26
Builder Investment Group Inc
INCREASED
Shares69,798 from 66,816
Change+2,982 (+4%)
Value$5.7M (+$213.4K)
Filed 2026-10-22
LPL Financial LLC
DECREASED
Shares61,656 from 66,218
Change-4,562 (-7%)
Value$5.1M (-$407.3K)
Filed 2026-11-06
Parkshore Wealth Management, Inc.
INCREASED
Shares55,277 from 50,659
Change+4,618 (+9%)
Value$4.5M (+$355.8K)
Filed 2026-10-13
Sprinkle Financial Consultants LLC
INCREASED
Shares53,751 from 53,732
Change+19 (+0%)
Value$4.4M (-$25.1K)
Filed 2026-10-09
SC&H Financial Advisors, Inc.
INCREASED
Shares53,408 from 51,130
Change+2,278 (+4%)
Value$4.4M (+$162.9K)
Filed 2026-10-14
Shore Point Advisors, LLC
INCREASED
Shares47,501 from 44,121
Change+3,380 (+8%)
Value$3.9M (+$257.1K)
Filed 2026-10-14
Barry Investment Advisors, LLC
INCREASED
Shares46,169 from 35,771
Change+10,398 (+29%)
Value$3.8M (+$838.7K)
Filed 2026-10-14
HighTower Advisors, LLC
INCREASED
Shares44,781 from 44,090
Change+691 (+2%)
Value$3.7M (+$35.7K)
Filed 2026-11-10
Warburton Capital Management, LLC
INCREASED
Shares43,586 from 40,371
Change+3,215 (+8%)
Value$3.6M (+$271.7K)
Filed 2026-11-06
Prudent Man Investment Management, Inc.
INCREASED
Shares41,605 from 39,079
Change+2,526 (+6%)
Value$3.4M (+$533.4K)
Filed 2026-11-03
MB Generational Wealth, LLC
INCREASED
Shares40,401 from 35,623
Change+4,778 (+13%)
Value$3.3M (+$376.2K)
Filed 2026-11-09
Krilogy Financial LLC
DECREASED
Shares38,176 from 39,033
Change-857 (-2%)
Value$3.2M (-$23.6K)
Filed 2026-10-13
Keystone Financial Group, Inc.
INCREASED
Shares38,173 from 35,717
Change+2,456 (+7%)
Value$3.1M (+$185.1K)
Filed 2026-10-13
Spinnaker Investment Group, LLC
DECREASED
Shares36,942 from 38,873
Change-1,931 (-5%)
Value$3.0M (-$177.7K)
Filed 2026-10-13
Kesler, Norman & Wride, LLC
INCREASED
Shares36,684 from 34,351
Change+2,333 (+7%)
Value$3.0M (+$175.5K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
INCREASED
Shares36,530 from 34,479
Change+2,051 (+6%)
Value$3.0M (+$152.3K)
Filed 2026-11-03
Monograph Wealth Advisors, LLC
INCREASED
Shares35,834 from 34,108
Change+1,726 (+5%)
Value$2.9M (+$125.7K)
Filed 2026-11-09
Chicago Partners Investment Group LLC
INCREASED
Shares33,333 from 28,810
Change+4,523 (+16%)
Value$2.8M (+$394.9K)
Filed 2026-10-27
Vestia Personal Wealth Advisors
INCREASED
Shares30,906 from 30,422
Change+484 (+2%)
Value$2.5M (+$25.2K)
Filed 2026-10-20
Rachor Investment Advisory Services, LLC
DECREASED
Shares30,283 from 32,865
Change-2,582 (-8%)
Value$2.5M (-$228.3K)
Filed 2026-10-29
Babb Wealth Advisors LLC
INCREASED
Shares29,216 from 29,159
Change+57 (+0%)
Value$2.4M (-$9.3K)
Filed 2026-10-30
Mather Group, Llc.
DECREASED
Shares29,109 from 45,667
Change-16,558 (-36%)
Value$2.4M (-$1.4M)
Filed 2026-10-14
Savant Capital, LLC
INCREASED
Shares26,302 from 7,099
Change+19,203 (+271%)
Value$2.2M (+$1.6M)
Filed 2026-11-06
Cardiff Park Advisors, LLC
INCREASED
Shares25,584 from 25,505
Change+79 (+0%)
Value$2.1M (-$5.8K)
Filed 2026-11-09
Sterling Wealth Management, Inc.
INCREASED
Shares24,193 from 24,139
Change+54 (+0%)
Value$2.0M (-$7.1K)
Filed 2026-10-23
Bank of Montreal
INCREASED
Shares23,955 from 23,308
Change+647 (+3%)
Value$2.0M (+$42.1K)
Filed 2026-11-09
Pacific Asset Management, LLC
INCREASED
Shares23,872 from 20,578
Change+3,294 (+16%)
Value$2.0M (+$261.3K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
INCREASED
Shares23,299 from 22,327
Change+972 (+4%)
Value$1.9M (+$69.3K)
Filed 2026-10-13
Syverson Strege & Co
DECREASED
Shares22,572 from 25,236
Change-2,664 (-11%)
Value$1.9M (-$231.4K)
Filed 2026-11-02
Mills Wealth Advisors LLC
INCREASED
Shares17,879 from 17,095
Change+784 (+5%)
Value$1.5M (+$56.3K)
Filed 2026-10-22
Legacy Financial Group, Inc.
DECREASED
Shares17,229 from 18,419
Change-1,190 (-6%)
Value$1.4M (-$106.8K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares16,830 from 14,284
Change+2,546 (+18%)
Value$1.4M (+$202.0K)
Filed 2026-11-02
Austin Asset Management Co Inc
INCREASED
Shares15,363 from 15,000
Change+363 (+2%)
Value$1.3M (+$22.6K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares14,660 from 8,373
Change+6,287 (+75%)
Value$1.2M (+$513.5K)
Filed 2026-11-03
Waterfront Wealth Inc.
INCREASED
Shares13,573 from 12,029
Change+1,544 (+13%)
Value$1.1M (+$139.1K)
Filed 2026-11-03
Riverbend Wealth Management, LLC
DECREASED
Shares12,996 from 13,140
Change-144 (-1%)
Value$1.1M (-$18.2K)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares12,794 from 10,998
Change+1,796 (+16%)
Value$1.1M (+$142.5K)
Filed 2026-11-04
Mustard Seed Financial, LLC
INCREASED
Shares12,419 from 11,833
Change+586 (+5%)
Value$1.0M (+$42.5K)
Filed 2026-10-30
Nemes Rush Group LLC
INCREASED
Shares12,174 from 12,033
Change+141 (+1%)
Value$1.0M (+$5.8K)
Filed 2026-11-04
Bannerman Wealth Management Group, LLC
INCREASED
Shares11,570 from 10,862
Change+708 (+7%)
Value$952.3K (+$53.1K)
Filed 2026-10-09
Indivisible Partners
NEW
Shares11,418
Change+11,418
Value$939.8K
Filed 2026-10-26
Legacy Capital Wealth Partners, LLC
DECREASED
Shares11,002 from 11,557
Change-555 (-5%)
Value$905.6K (-$51.2K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,755 from 8,093
Change+1,662 (+21%)
Value$802.9K (+$132.9K)
Filed 2026-11-03
RAM Investment Partners, LLC
INCREASED
Shares9,479 from 9,023
Change+456 (+5%)
Value$780.3K (+$33.2K)
Filed 2026-10-21
RS Crum Inc.
INCREASED
Shares9,406 from 9,319
Change+87 (+1%)
Value$774.2K (+$2.7K)
Filed 2026-10-19
BOS Asset Management, LLC
INCREASED
Shares9,069 from 8,688
Change+381 (+4%)
Value$746.4K (+$27.2K)
Filed 2026-10-09
Sensible Money, LLC
INCREASED
Shares8,847 from 8,625
Change+222 (+3%)
Value$728.2K (+$14.2K)
Filed 2026-10-20
Elevate Wealth Advisory, Inc
INCREASED
Shares8,696 from 8,404
Change+292 (+3%)
Value$715.8K (+$20.0K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares8,619 from 5,402
Change+3,217 (+60%)
Value$709.4K (+$262.2K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares8,414 from 7,740
Change+674 (+9%)
Value$692.6K (+$51.7K)
Filed 2026-11-03
USAdvisors Wealth Management, LLC
INCREASED
Shares8,382 from 6,195
Change+2,187 (+35%)
Value$689.0K (+$177.0K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares8,340 from 8,335
Change+5 (+0%)
Value$686.5K (-$3.6K)
Filed 2026-11-04
Belpointe Asset Management LLC
UNCHANGED
Shares8,293 from 8,293
Change0 (0%)
Value$682.7K (-$4.0K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares8,137 from 78,153
Change-70,016 (-90%)
Value$669.8K (-$5.8M)
Filed 2026-11-02
DecisionPoint Financial, LLC
INCREASED
Shares8,119 from 7,980
Change+139 (+2%)
Value$674.5K (+$16.0K)
Filed 2026-10-27
GEM Asset Management, LLC
INCREASED
Shares8,038 from 7,964
Change+74 (+1%)
Value$661.6K (+$2.3K)
Filed 2026-10-13
Alpha Financial Advisors, LLC
INCREASED
Shares7,986 from 6,944
Change+1,042 (+15%)
Value$657.4K (+$82.5K)
Filed 2026-11-09
Modera Wealth Management, LLC
DECREASED
Shares7,544 from 7,606
Change-62 (-1%)
Value$620.9K (-$8.8K)
Filed 2026-10-28
Verum Partners LLC
UNCHANGED
Shares7,112 from 7,112
Change0 (0%)
Value$585.4K (-$3.4K)
Filed 2026-10-21
Tilson Financial Group, Inc.
INCREASED
Shares6,996 from 6,768
Change+228 (+3%)
Value$575.9K (+$15.5K)
Filed 2026-11-09
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares6,979 from 7,664
Change-685 (-9%)
Value$574.5K (-$60.0K)
Filed 2026-10-14
Root Financial Partners, LLC
INCREASED
Shares6,560 from 6,547
Change+13 (+0%)
Value$540.0K (-$2.1K)
Filed 2026-10-21
TFC Financial Management, Inc.
DECREASED
Shares6,341 from 6,355
Change-14 (0%)
Value$522.0K (-$4.2K)
Filed 2026-10-26
Kachkovsky & Fisher, Inc.
DECREASED
Shares6,235 from 6,521
Change-286 (-4%)
Value$513.2K (-$26.7K)
Filed 2026-10-21
Ferguson Johnson Wealth Management Inc
INCREASED
Shares6,204 from 5,991
Change+213 (+4%)
Value$510.7K (+$15.7K)
Filed 2026-11-05
AA Financial Advisors, LLC
NEW
Shares6,178
Change+6,178
Value$508.5K
Filed 2026-10-19
marrick wealth, LLC
DECREASED
Shares6,171 from 7,674
Change-1,503 (-20%)
Value$507.9K (-$127.4K)
Filed 2026-10-20
Conrad Siegel Investment Advisors, Inc.
NEW
Shares6,063
Change+6,063
Value$499.1K
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,042 from 3,495
Change+2,547 (+73%)
Value$505.3K (+$214.1K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares5,882 from 5,668
Change+214 (+4%)
Value$484.1K (+$14.8K)
Filed 2026-11-03
Long Island Wealth Management, Inc.
NEW
Shares5,625
Change+5,625
Value$463.0K
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares5,489 from 5,374
Change+115 (+2%)
Value$454.5K (+$9.5K)
Filed 2026-11-06
Porter White Investment Advisors, Inc.
NEW
Shares5,290
Change+5,290
Value$435.5K
Filed 2026-10-14
Investmark Advisory Group LLC
INCREASED
Shares5,207 from 2,727
Change+2,480 (+91%)
Value$428.7K (+$202.9K)
Filed 2026-10-27
Pillar Financial Advisors, LLC
INCREASED
Shares5,169 from 5,144
Change+25 (+0%)
Value$425.4K (-$482)
Filed 2026-10-21
Elser Financial Planning, Inc
INCREASED
Shares5,019 from 4,725
Change+294 (+6%)
Value$413.1K (+$22.0K)
Filed 2026-10-16
Quantify Chaos Advisors, LLC
DECREASED
Shares4,984 from 5,492
Change-508 (-9%)
Value$410.3K (-$44.4K)
Filed 2026-11-04
Hippocratic Financial Advisors, LLC
DECREASED
Shares4,777 from 5,180
Change-403 (-8%)
Value$393.2K (-$35.7K)
Filed 2026-10-13
Woodward Financial Advisors, Inc.
INCREASED
Shares4,744 from 4,674
Change+70 (+2%)
Value$390.5K (+$3.5K)
Filed 2026-10-19
Hutchinson Capital Management
INCREASED
Shares4,590 from 4,561
Change+29 (+1%)
Value$377.8K (+$198)
Filed 2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,441 from 4,118
Change+323 (+8%)
Value$365.6K (+$24.6K)
Filed 2026-10-27
Apollon Financial, LLC
INCREASED
Shares4,304 from 3,938
Change+366 (+9%)
Value$354.3K (+$28.2K)
Filed 2026-10-23
Falcon Wealth Planning
DECREASED
Shares4,242 from 6,075
Change-1,833 (-30%)
Value$349.2K (-$153.8K)
Filed 2026-11-06
Harbour Investments, Inc.
INCREASED
Shares4,241 from 4,219
Change+22 (+1%)
Value$349.1K (-$239)
Filed 2026-11-09
Magnus Financial Group LLC
NEW
Shares4,134
Change+4,134
Value$340.3K
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares4,124 from 4,124
Change0 (0%)
Value$339.4K (-$2.0K)
Filed 2026-10-21
Fonville Wealth Management LLC
UNCHANGED
Shares4,065 from 4,065
Change0 (0%)
Value$334.6K (-$2.0K)
Filed 2026-10-28
Pacific Wealth Management
NEW
Shares4,059
Change+4,059
Value$334.1K
Filed 2026-10-05
Approach Retirement Advisors, LLC
INCREASED
Shares4,008 from 3,640
Change+368 (+10%)
Value$329.9K (+$28.5K)
Filed 2026-10-22
XY Planning Network, Inc.
DECREASED
Shares3,975 from 5,809
Change-1,834 (-32%)
Value$327.2K (-$153.7K)
Filed 2026-10-14
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares3,966 from 3,966
Change0 (0%)
Value$326.5K (-$1.5K)
Filed 2026-11-06
Andrews, Lucia Wealth Management LLC
INCREASED
Shares3,818 from 2,838
Change+980 (+35%)
Value$314.2K (+$79.2K)
Filed 2026-11-02
Coston, McIsaac & Partners
DECREASED
Shares3,656 from 3,703
Change-47 (-1%)
Value$301.0K (+$9.0K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares3,621 from 3,833
Change-212 (-6%)
Value$298.0K (-$19.3K)
Filed 2026-10-21
Choreo, LLC
NEW
Shares3,594
Change+3,594
Value$295.8K
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares3,573 from 3,562
Change+11 (+0%)
Value$294.1K (-$809)
Filed 2026-10-13
LAM Group, Inc.
INCREASED
Shares3,500 from 3,499
Change+1 (+0%)
Value$288.1K (-$1.6K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares3,494 from 4,420
Change-926 (-21%)
Value$287.6K (-$78.3K)
Filed 2026-10-15
Forum Financial Management, LP
INCREASED
Shares3,484 from 3,328
Change+156 (+5%)
Value$286.8K (+$11.3K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares3,341 from 157
Change+3,184 (+2028%)
Value$278.5K (+$265.5K)
Filed 2026-10-15
Kestra Advisory Services, LLC
NEW
Shares3,220
Change+3,220
Value$265.0K
Filed 2026-11-02
Truist Financial Corp
UNCHANGED
Shares3,116 from 3,116
Change0 (0%)
Value$256.5K (-$1.5K)
Filed 2026-10-30
Aurelius Family Office LLC
INCREASED
Shares2,949 from 2,907
Change+42 (+1%)
Value$242.7K (+$2.1K)
Filed 2026-10-23
Phillips Financial Management, LLC
DECREASED
Shares2,864 from 2,865
Change-1 (0%)
Value$235.8K (-$1.5K)
Filed 2026-10-19
180 Wealth Advisors, LLC
DECREASED
Shares2,672 from 2,684
Change-12 (0%)
Value$219.9K (-$2.3K)
Filed 2026-11-03
Donalies Financial Planning, LLC
DECREASED
Shares2,559 from 2,782
Change-223 (-8%)
Value$210.6K (-$19.7K)
Filed 2026-10-19
RED Lighthouse Investment Management, LLC
INCREASED
Shares2,523 from 2,496
Change+27 (+1%)
Value$207.7K (+$1.0K)
Filed 2026-11-02
Frankly Finances, LLC
INCREASED
Shares2,375 from 2,325
Change+50 (+2%)
Value$195.5K (+$3.0K)
Filed 2026-10-28
Trust Co
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$157.2K (-$917)
Filed 2026-10-09
Markowski Investments
INCREASED
Shares1,750 from 1,738
Change+12 (+1%)
Value$144.0K (+$181)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares1,523 from 1,264
Change+259 (+20%)
Value$125.3K (+$20.7K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,300 from 1,271
Change+29 (+2%)
Value$107.0K (+$1.8K)
Filed 2026-10-26
Burk Holdings LLC
INCREASED
Shares808 from 805
Change+3 (+0%)
Value$66.5K (-$182)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares730
Change+730
Value$60.1K
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares437 from 440
Change-3 (-1%)
Value$35.9K (-$513)
Filed 2026-10-07
CX Institutional
DECREASED
Shares416 from 2,870
Change-2,454 (-86%)
Value$34.0K (+$33.8K)
Filed 2026-10-02
Ares Financial Consulting, LLC
INCREASED
Shares406 from 133
Change+273 (+205%)
Value$33.4K (+$22.4K)
Filed 2026-10-19
Your Advocates Ltd., LLP
INCREASED
Shares376 from 316
Change+60 (+19%)
Value$30.9K (+$4.8K)
Filed 2026-11-03
Concord Wealth Partners
INCREASED
Shares361 from 348
Change+13 (+4%)
Value$29.7K (+$907)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares272 from 123
Change+149 (+121%)
Value$22.4K (+$12.2K)
Filed 2026-10-21
Maryland Capital Advisors Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$12.1K (-$71)
Filed 2026-10-15
Quent Capital, LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$10.9K (-$211)
Filed 2026-11-09
Entrust Financial LLC
INCREASED
Shares123 from 122
Change+1 (+1%)
Value$10.1K (-$28)
Filed 2026-11-04
Alta Capital Management LLC/
NEW
Shares61
Change+61
Value$5.0K
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.9K (-$29)
Filed 2026-10-15
IFG Advisory, LLC
INCREASED
Shares23 from 15
Change+8 (+53%)
Value$1.9K (+$657)
Filed 2026-11-09
Highland Investment Advisors LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$998 (-$2)
Filed 2026-11-09
KFG LLC
NEW
Shares1
Change+1
Value$92
Filed 2026-11-02
Highland Financial Advisors, LLC
CLOSED
Shares0 from 12,587
Change-12,587 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-19
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-26
Kozak & Associates, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$342)
Filed 2026-10-29
Sivia Capital Partners, LLC
N/A
Shares— from 341,600
Change-341,600 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 253,320
Change-253,320 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 209,490
Change-209,490 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 163,934
Change-163,934 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 112,149
Change-112,149 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 110,004
Change-110,004 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 106,185
Change-106,185 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 89,469
Change-89,469 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 62,182
Change-62,182 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 61,657
Change-61,657 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 52,274
Change-52,274 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 48,686
Change-48,686 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 40,968
Change-40,968 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 36,082
Change-36,082 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 35,437
Change-35,437 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,547
Change-31,547 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 30,649
Change-30,649 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 27,996
Change-27,996 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 27,691
Change-27,691 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,182
Change-26,182 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 25,402
Change-25,402 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 24,101
Change-24,101 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 23,133
Change-23,133 (-100%)
Value—
Betterment LLC
N/A
Shares— from 19,443
Change-19,443 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 16,220
Change-16,220 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,135
Change-16,135 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 14,263
Change-14,263 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,497
Change-13,497 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 13,449
Change-13,449 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,988
Change-12,988 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 12,663
Change-12,663 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 12,541
Change-12,541 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Catawba River Capital
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 3,562
Change-3,562 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 669
Change-669 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 581
Change-581 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
UBS Group AG
N/A
Shares— from 171
Change-171 (-100%)
Value—
FMR LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 111
Change-111 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
First Pacific Financial
INCREASED963,004934,501+28,503+3%$77.4M$79.3M+$1.9M2026-10-14
Wealth Management Nebraska
INCREASED891,216853,135+38,081+4%$70.6M$73.4M+$2.7M2026-10-26
Arlington Financial Advisors, LLC
INCREASED668,917658,572+10,345+2%$54.5M$55.1M+$535.4K2026-10-19
Farther Finance Advisors, LLC
INCREASED390,407366,544+23,863+7%$30.3M$32.1M+$1.8M2026-10-08
Plancorp, LLC
INCREASED240,009214,260+25,749+12%$17.7M$19.9M+$2.2M2026-11-03
McMill Wealth Management
NEW233,530—+233,530——$19.2M—2026-11-05
DiNuzzo Private Wealth, Inc.
DECREASED226,256241,364-15,108-6%$20.0M$18.6M-$1.4M2026-10-16
Abacus Planning Group, Inc.
DECREASED196,994212,101-15,107-7%$17.6M$16.2M-$1.3M2026-11-02
Bryant Woods Investment Advisors, LLC
INCREASED187,062175,702+11,360+6%$14.5M$15.4M+$851.3K2026-10-26
Greenspring Advisors, LLC
INCREASED179,591175,063+4,528+3%$14.5M$14.8M+$288.7K2026-11-05
Apella Capital, LLC
INCREASED164,441159,183+5,258+3%$13.2M$13.8M+$630.5K2026-10-08
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED163,234157,672+5,562+4%$13.1M$13.4M+$382.1K2026-11-03
Triune Financial Partners, LLC
INCREASED153,706147,925+5,781+4%$12.2M$12.7M+$404.8K2026-11-03
BIP Wealth, LLC
INCREASED145,495116,965+28,530+24%$9.7M$12.0M+$2.3M2026-10-22
Maseco LLP
INCREASED144,995143,211+1,784+1%$11.9M$12.0M+$170.3K2026-10-27
Physician Wealth Advisors, Inc.
DECREASED125,930131,656-5,726-4%$10.9M$10.4M-$534.5K2026-10-20
Strathmore Capital Advisors, Inc.
INCREASED124,086113,097+10,989+10%$9.4M$10.1M+$707.0K2026-11-09
Royal Harbor Partners, LLC
INCREASED124,034123,069+965+1%$10.2M$10.2M+$20.4K2026-10-29
HFG Wealth Management, LLC
UNCHANGED103,945103,94500%$8.6M$8.6M+$12026-10-16
Demming Financial Services Corp
INCREASED103,695101,768+1,927+2%$8.4M$8.5M+$107.8K2026-11-09
Evanson Financial, LLC
DECREASED101,678101,769-910%$8.4M$8.4M-$56.4K2026-10-23
Merit Financial Group, LLC
NEW90,625—+90,625——$7.5M—2026-11-06
Foster Group, Inc.
INCREASED73,74273,001+741+1%$6.0M$6.1M+$26.0K2026-10-13
TCI Wealth Advisors, Inc.
DECREASED72,34377,330-4,987-6%$6.4M$6.0M-$447.6K2026-10-30
Lakewood Asset Management LLC
INCREASED71,44859,183+12,265+21%$4.9M$5.9M+$981.2K2026-10-26
Builder Investment Group Inc
INCREASED69,79866,816+2,982+4%$5.5M$5.7M+$213.4K2026-10-22
LPL Financial LLC
DECREASED61,65666,218-4,562-7%$5.5M$5.1M-$407.3K2026-11-06
Parkshore Wealth Management, Inc.
INCREASED55,27750,659+4,618+9%$4.2M$4.5M+$355.8K2026-10-13
Sprinkle Financial Consultants LLC
INCREASED53,75153,732+19+0%$4.4M$4.4M-$25.1K2026-10-09
SC&H Financial Advisors, Inc.
INCREASED53,40851,130+2,278+4%$4.2M$4.4M+$162.9K2026-10-14
Shore Point Advisors, LLC
INCREASED47,50144,121+3,380+8%$3.7M$3.9M+$257.1K2026-10-14
Barry Investment Advisors, LLC
INCREASED46,16935,771+10,398+29%$3.0M$3.8M+$838.7K2026-10-14
HighTower Advisors, LLC
INCREASED44,78144,090+691+2%$3.7M$3.7M+$35.7K2026-11-10
Warburton Capital Management, LLC
INCREASED43,58640,371+3,215+8%$3.3M$3.6M+$271.7K2026-11-06
Prudent Man Investment Management, Inc.
INCREASED41,60539,079+2,526+6%$2.9M$3.4M+$533.4K2026-11-03
MB Generational Wealth, LLC
INCREASED40,40135,623+4,778+13%$2.9M$3.3M+$376.2K2026-11-09
Krilogy Financial LLC
DECREASED38,17639,033-857-2%$3.2M$3.2M-$23.6K2026-10-13
Keystone Financial Group, Inc.
INCREASED38,17335,717+2,456+7%$3.0M$3.1M+$185.1K2026-10-13
Spinnaker Investment Group, LLC
DECREASED36,94238,873-1,931-5%$3.2M$3.0M-$177.7K2026-10-13
Kesler, Norman & Wride, LLC
INCREASED36,68434,351+2,333+7%$2.8M$3.0M+$175.5K2026-11-06
JFS Wealth Advisors, LLC
INCREASED36,53034,479+2,051+6%$2.9M$3.0M+$152.3K2026-11-03
Monograph Wealth Advisors, LLC
INCREASED35,83434,108+1,726+5%$2.8M$2.9M+$125.7K2026-11-09
Chicago Partners Investment Group LLC
INCREASED33,33328,810+4,523+16%$2.4M$2.8M+$394.9K2026-10-27
Vestia Personal Wealth Advisors
INCREASED30,90630,422+484+2%$2.5M$2.5M+$25.2K2026-10-20
Rachor Investment Advisory Services, LLC
DECREASED30,28332,865-2,582-8%$2.7M$2.5M-$228.3K2026-10-29
Babb Wealth Advisors LLC
INCREASED29,21629,159+57+0%$2.4M$2.4M-$9.3K2026-10-30
Mather Group, Llc.
DECREASED29,10945,667-16,558-36%$3.8M$2.4M-$1.4M2026-10-14
Savant Capital, LLC
INCREASED26,3027,099+19,203+271%$587.7K$2.2M+$1.6M2026-11-06
Cardiff Park Advisors, LLC
INCREASED25,58425,505+79+0%$2.1M$2.1M-$5.8K2026-11-09
Sterling Wealth Management, Inc.
INCREASED24,19324,139+54+0%$2.0M$2.0M-$7.1K2026-10-23
Bank of Montreal
INCREASED23,95523,308+647+3%$1.9M$2.0M+$42.1K2026-11-09
Pacific Asset Management, LLC
INCREASED23,87220,578+3,294+16%$1.7M$2.0M+$261.3K2026-10-15
Fiduciary Financial Group, LLC
INCREASED23,29922,327+972+4%$1.8M$1.9M+$69.3K2026-10-13
Syverson Strege & Co
DECREASED22,57225,236-2,664-11%$2.1M$1.9M-$231.4K2026-11-02
Mills Wealth Advisors LLC
INCREASED17,87917,095+784+5%$1.4M$1.5M+$56.3K2026-10-22
Legacy Financial Group, Inc.
DECREASED17,22918,419-1,190-6%$1.5M$1.4M-$106.8K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED16,83014,284+2,546+18%$1.2M$1.4M+$202.0K2026-11-02
Austin Asset Management Co Inc
INCREASED15,36315,000+363+2%$1.2M$1.3M+$22.6K2026-10-29
United Advisor Group, LLC
INCREASED14,6608,373+6,287+75%$693.2K$1.2M+$513.5K2026-11-03
Waterfront Wealth Inc.
INCREASED13,57312,029+1,544+13%$995.1K$1.1M+$139.1K2026-11-03
Riverbend Wealth Management, LLC
DECREASED12,99613,140-144-1%$1.1M$1.1M-$18.2K2026-10-15
Visionary Wealth Advisors
INCREASED12,79410,998+1,796+16%$910.5K$1.1M+$142.5K2026-11-04
Mustard Seed Financial, LLC
INCREASED12,41911,833+586+5%$979.7K$1.0M+$42.5K2026-10-30
Nemes Rush Group LLC
INCREASED12,17412,033+141+1%$996.2K$1.0M+$5.8K2026-11-04
Bannerman Wealth Management Group, LLC
INCREASED11,57010,862+708+7%$899.2K$952.3K+$53.1K2026-10-09
Indivisible Partners
NEW11,418—+11,418——$939.8K—2026-10-26
Legacy Capital Wealth Partners, LLC
DECREASED11,00211,557-555-5%$956.8K$905.6K-$51.2K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED9,7558,093+1,662+21%$670.0K$802.9K+$132.9K2026-11-03
RAM Investment Partners, LLC
INCREASED9,4799,023+456+5%$747.1K$780.3K+$33.2K2026-10-21
RS Crum Inc.
INCREASED9,4069,319+87+1%$771.5K$774.2K+$2.7K2026-10-19
BOS Asset Management, LLC
INCREASED9,0698,688+381+4%$719.2K$746.4K+$27.2K2026-10-09
Sensible Money, LLC
INCREASED8,8478,625+222+3%$714.1K$728.2K+$14.2K2026-10-20
Elevate Wealth Advisory, Inc
INCREASED8,6968,404+292+3%$695.8K$715.8K+$20.0K2026-10-29
Creative Planning
INCREASED8,6195,402+3,217+60%$447.2K$709.4K+$262.2K2026-11-02
Brighton Jones LLC
INCREASED8,4147,740+674+9%$640.8K$692.6K+$51.7K2026-11-03
USAdvisors Wealth Management, LLC
INCREASED8,3826,195+2,187+35%$512.0K$689.0K+$177.0K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED8,3408,335+5+0%$690.0K$686.5K-$3.6K2026-11-04
Belpointe Asset Management LLC
UNCHANGED8,2938,29300%$686.6K$682.7K-$4.0K2026-11-09
Commonwealth Equity Services, LLC
DECREASED8,13778,153-70,016-90%$6.5M$669.8K-$5.8M2026-11-02
DecisionPoint Financial, LLC
INCREASED8,1197,980+139+2%$658.5K$674.5K+$16.0K2026-10-27
GEM Asset Management, LLC
INCREASED8,0387,964+74+1%$659.3K$661.6K+$2.3K2026-10-13
Alpha Financial Advisors, LLC
INCREASED7,9866,944+1,042+15%$574.9K$657.4K+$82.5K2026-11-09
Modera Wealth Management, LLC
DECREASED7,5447,606-62-1%$629.7K$620.9K-$8.8K2026-10-28
Verum Partners LLC
UNCHANGED7,1127,11200%$588.8K$585.4K-$3.4K2026-10-21
Tilson Financial Group, Inc.
INCREASED6,9966,768+228+3%$560.4K$575.9K+$15.5K2026-11-09
Boyce & Associates Wealth Consulting, Inc.
DECREASED6,9797,664-685-9%$634.5K$574.5K-$60.0K2026-10-14
Root Financial Partners, LLC
INCREASED6,5606,547+13+0%$542.1K$540.0K-$2.1K2026-10-21
TFC Financial Management, Inc.
DECREASED6,3416,355-140%$526.2K$522.0K-$4.2K2026-10-26
Kachkovsky & Fisher, Inc.
DECREASED6,2356,521-286-4%$539.9K$513.2K-$26.7K2026-10-21
Ferguson Johnson Wealth Management Inc
INCREASED6,2045,991+213+4%$495.0K$510.7K+$15.7K2026-11-05
AA Financial Advisors, LLC
NEW6,178—+6,178——$508.5K—2026-10-19
marrick wealth, LLC
DECREASED6,1717,674-1,503-20%$635.3K$507.9K-$127.4K2026-10-20
Conrad Siegel Investment Advisors, Inc.
NEW6,063—+6,063——$499.1K—2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED6,0423,495+2,547+73%$291.2K$505.3K+$214.1K2026-10-13
Asset Dedication, LLC
INCREASED5,8825,668+214+4%$469.3K$484.1K+$14.8K2026-11-03
Long Island Wealth Management, Inc.
NEW5,625—+5,625——$463.0K—2026-10-20
Allworth Financial LP
INCREASED5,4895,374+115+2%$444.9K$454.5K+$9.5K2026-11-06
Porter White Investment Advisors, Inc.
NEW5,290—+5,290——$435.5K—2026-10-14
Investmark Advisory Group LLC
INCREASED5,2072,727+2,480+91%$225.8K$428.7K+$202.9K2026-10-27
Pillar Financial Advisors, LLC
INCREASED5,1695,144+25+0%$425.9K$425.4K-$4822026-10-21
Elser Financial Planning, Inc
INCREASED5,0194,725+294+6%$391.2K$413.1K+$22.0K2026-10-16
Quantify Chaos Advisors, LLC
DECREASED4,9845,492-508-9%$454.7K$410.3K-$44.4K2026-11-04
Hippocratic Financial Advisors, LLC
DECREASED4,7775,180-403-8%$428.9K$393.2K-$35.7K2026-10-13
Woodward Financial Advisors, Inc.
INCREASED4,7444,674+70+2%$387.0K$390.5K+$3.5K2026-10-19
Hutchinson Capital Management
INCREASED4,5904,561+29+1%$377.6K$377.8K+$1982026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,4414,118+323+8%$340.9K$365.6K+$24.6K2026-10-27
Apollon Financial, LLC
INCREASED4,3043,938+366+9%$326.0K$354.3K+$28.2K2026-10-23
Falcon Wealth Planning
DECREASED4,2426,075-1,833-30%$503.0K$349.2K-$153.8K2026-11-06
Harbour Investments, Inc.
INCREASED4,2414,219+22+1%$349.3K$349.1K-$2392026-11-09
Magnus Financial Group LLC
NEW4,134—+4,134——$340.3K—2026-10-21
OpenArc Corporate Advisory, LLC
UNCHANGED4,1244,12400%$341.4K$339.4K-$2.0K2026-10-21
Fonville Wealth Management LLC
UNCHANGED4,0654,06500%$336.5K$334.6K-$2.0K2026-10-28
Pacific Wealth Management
NEW4,059—+4,059——$334.1K—2026-10-05
Approach Retirement Advisors, LLC
INCREASED4,0083,640+368+10%$301.4K$329.9K+$28.5K2026-10-22
XY Planning Network, Inc.
DECREASED3,9755,809-1,834-32%$480.9K$327.2K-$153.7K2026-10-14
Silver Oak Advisory Group, Inc.
UNCHANGED3,9663,96600%$328.0K$326.5K-$1.5K2026-11-06
Andrews, Lucia Wealth Management LLC
INCREASED3,8182,838+980+35%$235.0K$314.2K+$79.2K2026-11-02
Coston, McIsaac & Partners
DECREASED3,6563,703-47-1%$292.0K$301.0K+$9.0K2026-11-06
Axxcess Wealth Management, LLC
DECREASED3,6213,833-212-6%$317.3K$298.0K-$19.3K2026-10-21
Choreo, LLC
NEW3,594—+3,594——$295.8K—2026-10-28
Signal Advisors Wealth, LLC
INCREASED3,5733,562+11+0%$294.9K$294.1K-$8092026-10-13
LAM Group, Inc.
INCREASED3,5003,499+1+0%$289.6K$288.1K-$1.6K2026-10-26
Mission Wealth Management, LP
DECREASED3,4944,420-926-21%$365.9K$287.6K-$78.3K2026-10-15
Forum Financial Management, LP
INCREASED3,4843,328+156+5%$275.5K$286.8K+$11.3K2026-10-16
AdvisorNet Financial, Inc
INCREASED3,341157+3,184+2028%$13.0K$278.5K+$265.5K2026-10-15
Kestra Advisory Services, LLC
NEW3,220—+3,220——$265.0K—2026-11-02
Truist Financial Corp
UNCHANGED3,1163,11600%$258.0K$256.5K-$1.5K2026-10-30
Aurelius Family Office LLC
INCREASED2,9492,907+42+1%$240.7K$242.7K+$2.1K2026-10-23
Phillips Financial Management, LLC
DECREASED2,8642,865-10%$237.2K$235.8K-$1.5K2026-10-19
180 Wealth Advisors, LLC
DECREASED2,6722,684-120%$222.2K$219.9K-$2.3K2026-11-03
Donalies Financial Planning, LLC
DECREASED2,5592,782-223-8%$230.3K$210.6K-$19.7K2026-10-19
RED Lighthouse Investment Management, LLC
INCREASED2,5232,496+27+1%$206.7K$207.7K+$1.0K2026-11-02
Frankly Finances, LLC
INCREASED2,3752,325+50+2%$192.5K$195.5K+$3.0K2026-10-28
Trust Co
UNCHANGED1,9101,91000%$158.1K$157.2K-$9172026-10-09
Markowski Investments
INCREASED1,7501,738+12+1%$143.9K$144.0K+$1812026-10-30
SJS Investment Consulting Inc.
INCREASED1,5231,264+259+20%$104.6K$125.3K+$20.7K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED1,3001,271+29+2%$105.2K$107.0K+$1.8K2026-10-26
Burk Holdings LLC
INCREASED808805+3+0%$66.7K$66.5K-$1822026-11-05
Jacobi Capital Management LLC
NEW730—+730——$60.1K—2026-11-05
Elevation Wealth Partners, LLC
DECREASED437440-3-1%$36.4K$35.9K-$5132026-10-07
CX Institutional
DECREASED4162,870-2,454-86%$238$34.0K+$33.8K2026-10-02
Ares Financial Consulting, LLC
INCREASED406133+273+205%$11.0K$33.4K+$22.4K2026-10-19
Your Advocates Ltd., LLP
INCREASED376316+60+19%$26.2K$30.9K+$4.8K2026-11-03
Concord Wealth Partners
INCREASED361348+13+4%$28.8K$29.7K+$9072026-11-02
Assetmark, Inc
INCREASED272123+149+121%$10.2K$22.4K+$12.2K2026-10-21
Maryland Capital Advisors Inc.
UNCHANGED14714700%$12.2K$12.1K-$712026-10-15
Quent Capital, LLC
UNCHANGED13413400%$11.1K$10.9K-$2112026-11-09
Entrust Financial LLC
INCREASED123122+1+1%$10.1K$10.1K-$282026-11-04
Alta Capital Management LLC/
NEW61—+61——$5.0K—2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED606000%$5.0K$4.9K-$292026-10-15
IFG Advisory, LLC
INCREASED2315+8+53%$1.2K$1.9K+$6572026-11-09
Highland Investment Advisors LLC
UNCHANGED121200%$1.0K$998-$22026-11-09
KFG LLC
NEW1—+1——$92—2026-11-02
Highland Financial Advisors, LLC
CLOSED012,587-12,587-100%$1.0M$0-$1.0M2026-10-19
Vermillion Wealth Management, Inc.
CLOSED071-71-100%$5.9K$0-$5.9K2026-10-26
Kozak & Associates, Inc.
CLOSED04-4-100%$342$0-$3422026-10-29
Sivia Capital Partners, LLC
N/A—341,600-341,600-100%$28.3M———
Strategic Investment Solutions, Inc.
N/A—253,320-253,320-100%$21.0M———
JPMorgan Chase & Co
N/A—209,490-209,490-100%$17.3M———
Stratos Investment Management, LLC
N/A—163,934-163,934-100%$13.6M———
Brown Advisory Inc
N/A—112,149-112,149-100%$9.3M———
American Investment Services, Inc.
N/A—110,004-110,004-100%$9.1M———
Raymond James Financial Inc
N/A—106,185-106,185-100%$8.8M———
Mercer Global Advisors Inc
N/A—89,469-89,469-100%$7.4M———
Family Manage LLC
N/A—62,182-62,182-100%$5.1M———
AQR Capital Management LLC
N/A—61,657-61,657-100%$5.1M———
Berger Financial Group, Inc
N/A—52,274-52,274-100%$4.3M———
Keating Financial Advisory Services, Inc.
N/A—48,686-48,686-100%$4.0M———
Parkwoods Wealth Partners, LLC
N/A—40,968-40,968-100%$3.4M———
AssuredPartners Investment Advisors, LLC
N/A—36,082-36,082-100%$3.0M———
Focus Partners Wealth
N/A—35,437-35,437-100%$2.9M———
Jane Street Group, LLC
N/A—31,547-31,547-100%$2.6M———
Aspen Capital Management, LLC
N/A—30,649-30,649-100%$2.5M———
Foundations Investment Advisors, LLC
N/A—27,996-27,996-100%$2.3M———
Ruedi Wealth Management, Inc.
N/A—27,691-27,691-100%$2.3M———
Beacon Pointe Advisors, LLC
N/A—26,182-26,182-100%$2.2M———
Mosaic Family Wealth Partners, LLC
N/A—25,402-25,402-100%$2.1M———
Envision Financial Planning, LLC
N/A—24,101-24,101-100%$2.0M———
IHT Wealth Management, LLC
N/A—23,133-23,133-100%$1.9M———
Betterment LLC
N/A—19,443-19,443-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—16,220-16,220-100%$1.3M———
Savvy Advisors, Inc.
N/A—16,135-16,135-100%$1.3M———
Wellington-Altus USA Inc.
N/A—14,263-14,263-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—13,497-13,497-100%$1.1M———
Cary Street Partners Financial LLC
N/A—13,449-13,449-100%$1.1M———
Annandale Capital, LLC
N/A—13,349-13,349-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—12,988-12,988-100%$1.1M———
Chico Wealth RIA
N/A—12,663-12,663-100%$1.0M———
FMB Wealth Management
N/A—12,541-12,541-100%$1.0M———
Mutual Advisors, LLC
N/A—9,451-9,451-100%$782.4K———
KEB Asset Management, LLC
N/A—8,267-8,267-100%$684.4K———
Envestnet Asset Management Inc
N/A—8,228-8,228-100%$681.2K———
LRI Investments, LLC
N/A—5,158-5,158-100%$427.0K———
Ausdal Financial Partners, Inc.
N/A—5,048-5,048-100%$417.9K———
Beaird Harris Wealth Management, LLC
N/A—4,801-4,801-100%$397.4K———
Advisory Services Network, LLC
N/A—4,797-4,797-100%$397.1K———
Cloud Capital Management, LLC
N/A—4,650-4,650-100%$384.0K———
Catawba River Capital
N/A—4,535-4,535-100%$375.5K———
Equitable Holdings, Inc.
N/A—4,399-4,399-100%$364.2K———
Wealthspire Advisors, LLC
N/A—4,328-4,328-100%$358.3K———
Investment Advisory Group, LLC
N/A—4,175-4,175-100%$345.7K———
Bank of America Corp
N/A—3,822-3,822-100%$316.4K———
Foster & Motley Inc
N/A—3,788-3,788-100%$314.0K———
Vistica Wealth Advisors, LLC
N/A—3,569-3,569-100%$295.5K———
Maripau Wealth Management LLC
N/A—3,562-3,562-100%$294.9K———
Inspire Advisors, LLC
N/A—3,062-3,062-100%$253.5K———
C M Bidwell & Associates LTD
N/A—2,966-2,966-100%$245.6K———
Rehmann Capital Advisory Group
N/A—2,961-2,961-100%$245.1K———
Pathstone Holdings, LLC
N/A—2,956-2,956-100%$244.7K———
Safeguard Investment Advisory Group, LLC
N/A—2,625-2,625-100%$217.4K———
Osaic Holdings, Inc.
N/A—2,351-2,351-100%$194.8K———
Federation des caisses Desjardins du Quebec
N/A—2,129-2,129-100%$176.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,005-2,005-100%$166.0K———
Pinney & Scofield, Inc.
N/A—1,287-1,287-100%$106.6K———
Crews Bank & Trust
N/A—1,265-1,265-100%$104.7K———
Investors Portfolio Services LLC
N/A—1,212-1,212-100%$100.3K———
Fort Vancouver Investment Management, LLC
N/A—929-929-100%$76.9K———
Morris Financial Concepts, Inc.
N/A—669-669-100%$55.4K———
National Bank of Canada
N/A—581-581-100%$47.8K———
Cary Street Partners Investment Advisory LLC
N/A—573-573-100%$47.4K———
Waverly Advisors, LLC
N/A—492-492-100%$40.7K———
UBS Group AG
N/A—171-171-100%$14.2K———
FMR LLC
N/A—132-132-100%$10.9K———
Fiduciary Financial Advisors
N/A—111-111-100%$9.2K———
Medallion Wealth Advisors, LLC
N/A—75-75-100%$6.2K———
Longview Financial Advisors LLC
N/A—41-41-100%$3.4K———
Cordant, Inc.
N/A—2-2-100%$166———
Showing 227 of 227 institutions