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Dimensional US Core EQ 1 ETF (DCOR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Your Advocates Ltd., LLP
DECREASED
Shares1,038,504 from 1,048,990
Change-10,486 (-1%)
Value$85.8M (-$153.4K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares67,138 from 67,138
Change0 (0%)
Value$5.5M ($0)
Filed 2026-11-06
Gould Asset Management LLC
INCREASED
Shares52,581 from 40,920
Change+11,661 (+29%)
Value$4.3M (+$991.7K)
Filed 2026-11-06
USAdvisors Wealth Management, LLC
INCREASED
Shares37,741 from 36,914
Change+827 (+2%)
Value$3.1M (+$93.0K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares11,193 from 7,384
Change+3,809 (+52%)
Value$938.3K (+$333.0K)
Filed 2026-10-16
Colorado Capital Management, Inc.
INCREASED
Shares8,222 from 8,020
Change+202 (+3%)
Value$680.0K (+$679.3K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$268.3K (+$5.9K)
Filed 2026-10-20
Boyum Wealth Architects LLC
DECREASED
Shares3,166 from 3,192
Change-26 (-1%)
Value$264.6K (+$1.7K)
Filed 2026-10-06
Doliver Advisors, LP
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$247.2K (+$2.0K)
Filed 2026-10-01
Bernicke Wealth Management, Ltd.
CLOSED
Shares0 from 1,978,011
Change-1,978,011 (-100%)
Value$0 (-$162.2M)
Filed 2026-11-06
Brighton Jones LLC
CLOSED
Shares0 from 1,176,212
Change-1,176,212 (-100%)
Value$0 (-$96.4M)
Filed 2026-11-03
Quantum Financial Advisors, LLC
CLOSED
Shares0 from 894,764
Change-894,764 (-100%)
Value$0 (-$73.4M)
Filed 2026-11-03
Monograph Wealth Advisors, LLC
CLOSED
Shares0 from 567,396
Change-567,396 (-100%)
Value$0 (-$46.5M)
Filed 2026-11-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 461,690
Change-461,690 (-100%)
Value$0 (-$37.8M)
Filed 2026-10-14
SC&H Financial Advisors, Inc.
CLOSED
Shares0 from 452,203
Change-452,203 (-100%)
Value$0 (-$37.1M)
Filed 2026-10-14
KFG Wealth Management, LLC
CLOSED
Shares0 from 407,966
Change-407,966 (-100%)
Value$0 (-$33.4M)
Filed 2026-10-16
Keyes, Stange & Wooten Wealth Management, LLC
CLOSED
Shares0 from 405,324
Change-405,324 (-100%)
Value$0 (-$33.2M)
Filed 2026-11-03
BCO Wealth Management LLC
CLOSED
Shares0 from 405,069
Change-405,069 (-100%)
Value$0 (-$33.2M)
Filed 2026-10-14
Hardy Reed LLC
CLOSED
Shares0 from 397,070
Change-397,070 (-100%)
Value$0 (-$32.6M)
Filed 2026-11-06
Sageworth Trust Co
CLOSED
Shares0 from 372,379
Change-372,379 (-100%)
Value$0 (-$30.5M)
Filed 2026-10-30
Beacon Hill Wealth Management Ltd.
CLOSED
Shares0 from 347,773
Change-347,773 (-100%)
Value$0 (-$28.5M)
Filed 2026-10-21
Geneos Wealth Management Inc.
CLOSED
Shares0 from 341,244
Change-341,244 (-100%)
Value$0 (-$28.0M)
Filed 2026-11-09
Riverchase Wealth Management, LLC
CLOSED
Shares0 from 329,785
Change-329,785 (-100%)
Value$0 (-$27.0M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 298,555
Change-298,555 (-100%)
Value$0 (-$24.5M)
Filed 2026-11-02
SageOak Financial, LLC
CLOSED
Shares0 from 271,900
Change-271,900 (-100%)
Value$0 (-$22.3M)
Filed 2026-10-19
Cypress Point Wealth Management, LLC
CLOSED
Shares0 from 249,842
Change-249,842 (-100%)
Value$0 (-$20.5M)
Filed 2026-11-03
Altiora Financial Group, LLC
CLOSED
Shares0 from 223,160
Change-223,160 (-100%)
Value$0 (-$18.3M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 211,734
Change-211,734 (-100%)
Value$0 (-$17.4M)
Filed 2026-11-02
Amicus Financial Advisors, LLC
CLOSED
Shares0 from 194,121
Change-194,121 (-100%)
Value$0 (-$15.9M)
Filed 2026-11-03
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 193,799
Change-193,799 (-100%)
Value$0 (-$15.9M)
Filed 2026-10-16
DecisionPoint Financial, LLC
CLOSED
Shares0 from 166,389
Change-166,389 (-100%)
Value$0 (-$13.6M)
Filed 2026-10-27
Heritage Investment Group, Inc.
CLOSED
Shares0 from 162,743
Change-162,743 (-100%)
Value$0 (-$13.3M)
Filed 2026-11-03
Essential Planning, Llc.
CLOSED
Shares0 from 162,396
Change-162,396 (-100%)
Value$0 (-$13.3M)
Filed 2026-10-21
Farther Finance Advisors, LLC
CLOSED
Shares0 from 155,897
Change-155,897 (-100%)
Value$0 (-$12.8M)
Filed 2026-10-08
Morton Capital Management LLC
CLOSED
Shares0 from 154,034
Change-154,034 (-100%)
Value$0 (-$12.6M)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 153,132
Change-153,132 (-100%)
Value$0 (-$12.6M)
Filed 2026-11-04
Heffernan Advisory, Inc
CLOSED
Shares0 from 151,842
Change-151,842 (-100%)
Value$0 (-$12.4M)
Filed 2026-10-13
Park Avenue Securities LLC
CLOSED
Shares0 from 145,118
Change-145,118 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-26
B&D White Capital Company, LLC
CLOSED
Shares0 from 140,042
Change-140,042 (-100%)
Value$0 (-$11.5M)
Filed 2026-11-02
M Holdings Securities, Inc.
CLOSED
Shares0 from 135,279
Change-135,279 (-100%)
Value$0 (-$11.0M)
Filed 2026-11-03
XY Planning Network, Inc.
CLOSED
Shares0 from 119,331
Change-119,331 (-100%)
Value$0 (-$9.8M)
Filed 2026-10-14
Able Financial Group, LLC
CLOSED
Shares0 from 113,387
Change-113,387 (-100%)
Value$0 (-$9.3M)
Filed 2026-10-14
Prospect Financial Group LLC
CLOSED
Shares0 from 112,825
Change-112,825 (-100%)
Value$0 (-$9.2M)
Filed 2026-11-05
Sageworth Trust Co of South Dakota
CLOSED
Shares0 from 111,540
Change-111,540 (-100%)
Value$0 (-$9.1M)
Filed 2026-10-30
Bdfs Capital LLC
CLOSED
Shares0 from 111,492
Change-111,492 (-100%)
Value$0 (-$9.1M)
Filed 2026-10-14
BIP Wealth, LLC
CLOSED
Shares0 from 102,752
Change-102,752 (-100%)
Value$0 (-$8.4M)
Filed 2026-10-22
Elser Financial Planning, Inc
CLOSED
Shares0 from 101,762
Change-101,762 (-100%)
Value$0 (-$8.3M)
Filed 2026-10-16
HB Wealth Management, LLC
CLOSED
Shares0 from 100,309
Change-100,309 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-23
Archford Capital Strategies, LLC
CLOSED
Shares0 from 99,273
Change-99,273 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-19
Kestra Advisory Services, LLC
CLOSED
Shares0 from 95,467
Change-95,467 (-100%)
Value$0 (-$7.8M)
Filed 2026-11-02
LPL Financial LLC
CLOSED
Shares0 from 94,386
Change-94,386 (-100%)
Value$0 (-$7.7M)
Filed 2026-11-06
Integras Partners LLC
CLOSED
Shares0 from 89,498
Change-89,498 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-30
Vise Technologies, Inc.
CLOSED
Shares0 from 86,550
Change-86,550 (-100%)
Value$0 (-$7.1M)
Filed 2026-10-29
Plancorp, LLC
CLOSED
Shares0 from 86,025
Change-86,025 (-100%)
Value$0 (-$7.1M)
Filed 2026-11-03
Selective Wealth Management, Inc.
CLOSED
Shares0 from 76,109
Change-76,109 (-100%)
Value$0 (-$6.2M)
Filed 2026-10-16
Entrewealth, LLC
CLOSED
Shares0 from 75,440
Change-75,440 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 73,832
Change-73,832 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
CLOSED
Shares0 from 71,289
Change-71,289 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 71,170
Change-71,170 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-30
Wealth Advisors Northwest LLC
CLOSED
Shares0 from 70,691
Change-70,691 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-29
Hutchinson Capital Management
CLOSED
Shares0 from 65,872
Change-65,872 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-09
Asset One Wealth Management LLC
CLOSED
Shares0 from 65,306
Change-65,306 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 64,941
Change-64,941 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-06
Simplicity Wealth,LLC
CLOSED
Shares0 from 59,845
Change-59,845 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-23
Alpha Financial Advisors, LLC
CLOSED
Shares0 from 57,371
Change-57,371 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-09
Strathmore Capital Advisors, Inc.
CLOSED
Shares0 from 48,762
Change-48,762 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-09
Burton Enright Welch
CLOSED
Shares0 from 47,278
Change-47,278 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-04
Truist Financial Corp
CLOSED
Shares0 from 46,295
Change-46,295 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-30
Outbound Financial Inc
CLOSED
Shares0 from 41,871
Change-41,871 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-13
Modera Wealth Management, LLC
CLOSED
Shares0 from 34,014
Change-34,014 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 33,901
Change-33,901 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-05
Prospera Financial Services Inc
CLOSED
Shares0 from 33,573
Change-33,573 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-04
Coldstream Capital Management Inc
CLOSED
Shares0 from 32,441
Change-32,441 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-09
CPA Asset Management Group, LLC
CLOSED
Shares0 from 31,898
Change-31,898 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-26
Mission Wealth Management, LP
CLOSED
Shares0 from 30,645
Change-30,645 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-15
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 30,561
Change-30,561 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 30,252
Change-30,252 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-03
BluePrint Investing LLC
CLOSED
Shares0 from 26,215
Change-26,215 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-14
Lakewood Asset Management LLC
CLOSED
Shares0 from 25,942
Change-25,942 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-26
marrick wealth, LLC
CLOSED
Shares0 from 25,227
Change-25,227 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-20
Triad Wealth Partners, LLC
CLOSED
Shares0 from 24,947
Change-24,947 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-26
Grand Wealth Management, LLC
CLOSED
Shares0 from 24,069
Change-24,069 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 23,660
Change-23,660 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-26
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 23,536
Change-23,536 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-20
Onyx Financial Advisors, LLC
CLOSED
Shares0 from 21,266
Change-21,266 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-21
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 18,304
Change-18,304 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
Keybank National Association
CLOSED
Shares0 from 17,787
Change-17,787 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-04
Werba Rubin Papier Wealth Management
CLOSED
Shares0 from 16,933
Change-16,933 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-06
Sigma Planning Corp
CLOSED
Shares0 from 16,149
Change-16,149 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-23
Krilogy Financial LLC
CLOSED
Shares0 from 15,670
Change-15,670 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Evanson Financial, LLC
CLOSED
Shares0 from 15,350
Change-15,350 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-23
Scratch Capital LLC
CLOSED
Shares0 from 15,014
Change-15,014 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
Merit Financial Group, LLC
CLOSED
Shares0 from 14,860
Change-14,860 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-06
Apella Capital, LLC
CLOSED
Shares0 from 14,808
Change-14,808 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-08
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 14,002
Change-14,002 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-29
Financial Symmetry Inc
CLOSED
Shares0 from 13,978
Change-13,978 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-06
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 13,968
Change-13,968 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Freedom Investment Management, Inc.
CLOSED
Shares0 from 13,952
Change-13,952 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-09
Silver OAK Securities, Incorporated
CLOSED
Shares0 from 13,782
Change-13,782 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-09
Apollon Financial, LLC
CLOSED
Shares0 from 12,859
Change-12,859 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-23
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 12,445
Change-12,445 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-14
Allodium Investment Consultants, LLC
CLOSED
Shares0 from 11,888
Change-11,888 (-100%)
Value$0 (-$974.6K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 11,494
Change-11,494 (-100%)
Value$0 (-$942.3K)
Filed 2026-10-13
Shepherd Financial Partners LLC
CLOSED
Shares0 from 11,155
Change-11,155 (-100%)
Value$0 (-$914.5K)
Filed 2026-11-03
Perigon Wealth Management, LLC
CLOSED
Shares0 from 10,650
Change-10,650 (-100%)
Value$0 (-$873.1K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 10,647
Change-10,647 (-100%)
Value$0 (-$872.8K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 10,569
Change-10,569 (-100%)
Value$0 (-$874.9K)
Filed 2026-10-13
Sprinkle Financial Consultants LLC
CLOSED
Shares0 from 9,995
Change-9,995 (-100%)
Value$0 (-$819.4K)
Filed 2026-10-09
RCS Financial Planning, LLC
CLOSED
Shares0 from 9,258
Change-9,258 (-100%)
Value$0 (-$759.0K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 9,124
Change-9,124 (-100%)
Value$0 (-$748.0K)
Filed 2026-11-05
Money Concepts Capital Corp
CLOSED
Shares0 from 8,988
Change-8,988 (-100%)
Value$0 (-$736.8K)
Filed 2026-11-06
Foundry Financial LLC
CLOSED
Shares0 from 7,869
Change-7,869 (-100%)
Value$0 (-$645.1K)
Filed 2026-10-16
Root Financial Partners, LLC
CLOSED
Shares0 from 7,392
Change-7,392 (-100%)
Value$0 (-$606.0K)
Filed 2026-10-21
Greenspring Advisors, LLC
CLOSED
Shares0 from 7,175
Change-7,175 (-100%)
Value$0 (-$588.2K)
Filed 2026-11-05
CWS Financial Advisors, LLC
CLOSED
Shares0 from 6,824
Change-6,824 (-100%)
Value$0 (-$559.4K)
Filed 2026-10-16
Elevate Wealth Advisory, Inc
CLOSED
Shares0 from 6,714
Change-6,714 (-100%)
Value$0 (-$550.4K)
Filed 2026-10-29
First Financial Group Corp
CLOSED
Shares0 from 6,670
Change-6,670 (-100%)
Value$0 (-$546.8K)
Filed 2026-10-22
Maseco LLP
CLOSED
Shares0 from 6,512
Change-6,512 (-100%)
Value$0 (-$533.9K)
Filed 2026-10-27
Yardley Wealth Management LLC
CLOSED
Shares0 from 5,806
Change-5,806 (-100%)
Value$0 (-$476.0K)
Filed 2026-10-23
Andrews, Lucia Wealth Management LLC
CLOSED
Shares0 from 5,563
Change-5,563 (-100%)
Value$0 (-$456.1K)
Filed 2026-11-02
GEM Asset Management, LLC
CLOSED
Shares0 from 5,410
Change-5,410 (-100%)
Value$0 (-$443.5K)
Filed 2026-10-13
Creative Planning
CLOSED
Shares0 from 4,919
Change-4,919 (-100%)
Value$0 (-$403.3K)
Filed 2026-11-02
Argent Trust Co
CLOSED
Shares0 from 4,620
Change-4,620 (-100%)
Value$0 (-$378.7K)
Filed 2026-11-09
Foundation Wealth Management, Llc\pa
CLOSED
Shares0 from 4,472
Change-4,472 (-100%)
Value$0 (-$366.6K)
Filed 2026-10-14
StrongBox Wealth, LLC
CLOSED
Shares0 from 4,109
Change-4,109 (-100%)
Value$0 (-$336.9K)
Filed 2026-11-02
Jnba Financial Advisors
CLOSED
Shares0 from 4,051
Change-4,051 (-100%)
Value$0 (-$332.1K)
Filed 2026-11-03
Alkeme Wealth, LLC
CLOSED
Shares0 from 3,919
Change-3,919 (-100%)
Value$0 (-$321.2K)
Filed 2026-10-08
International Private Wealth Advisors LLC
CLOSED
Shares0 from 3,842
Change-3,842 (-100%)
Value$0 (-$315.0K)
Filed 2026-11-05
Financial Harvest, LLC
CLOSED
Shares0 from 3,777
Change-3,777 (-100%)
Value$0 (-$309.6K)
Filed 2026-10-15
Victory Financial Group, LLC
CLOSED
Shares0 from 3,673
Change-3,673 (-100%)
Value$0 (-$301.1K)
Filed 2026-10-27
Woodside Wealth Management LLC
CLOSED
Shares0 from 3,639
Change-3,639 (-100%)
Value$0 (-$298.3K)
Filed 2026-10-16
Avior Wealth Management, LLC
CLOSED
Shares0 from 3,569
Change-3,569 (-100%)
Value$0 (-$292.6K)
Filed 2026-10-13
Mustard Seed Financial, LLC
CLOSED
Shares0 from 3,552
Change-3,552 (-100%)
Value$0 (-$291.2K)
Filed 2026-10-30
Pacific Asset Management, LLC
CLOSED
Shares0 from 3,135
Change-3,135 (-100%)
Value$0 (-$257.0K)
Filed 2026-10-15
Savant Capital, LLC
CLOSED
Shares0 from 2,877
Change-2,877 (-100%)
Value$0 (-$243.5K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 2,666
Change-2,666 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-16
D.A. Davidson & Co.
CLOSED
Shares0 from 2,629
Change-2,629 (-100%)
Value$0 (-$215.5K)
Filed 2026-10-28
Bank of Montreal
CLOSED
Shares0 from 1,749
Change-1,749 (-100%)
Value$0 (-$143.4K)
Filed 2026-11-09
Assetmark, Inc
CLOSED
Shares0 from 1,653
Change-1,653 (-100%)
Value$0 (-$135.5K)
Filed 2026-10-21
Ares Financial Consulting, LLC
CLOSED
Shares0 from 1,634
Change-1,634 (-100%)
Value$0 (-$133.9K)
Filed 2026-10-19
Fifth Third Bancorp
CLOSED
Shares0 from 1,117
Change-1,117 (-100%)
Value$0 (-$91.6K)
Filed 2026-11-05
Concord Wealth Partners
CLOSED
Shares0 from 1,056
Change-1,056 (-100%)
Value$0 (-$86.6K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 677
Change-677 (-100%)
Value$0 (-$55.5K)
Filed 2026-10-15
RHL Group, LLC
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$51.7K)
Filed 2026-11-04
West Paces Advisors Inc.
CLOSED
Shares0 from 371
Change-371 (-100%)
Value$0 (-$30.4K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 328
Change-328 (-100%)
Value$0 (-$27.0K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-05
CX Institutional
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$12)
Filed 2026-10-02
Phillips Financial Management, LLC
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-19
Key Capital Management, Inc
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-03
Pure Financial Advisors, LLC
N/A
Shares— from 2,195,146
Change-2,195,146 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,071,907
Change-1,071,907 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 726,297
Change-726,297 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 664,264
Change-664,264 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 624,972
Change-624,972 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 544,143
Change-544,143 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 540,704
Change-540,704 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 503,749
Change-503,749 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 400,422
Change-400,422 (-100%)
Value—
Betterment LLC
N/A
Shares— from 341,912
Change-341,912 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 336,503
Change-336,503 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 336,258
Change-336,258 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 330,075
Change-330,075 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 284,211
Change-284,211 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 268,947
Change-268,947 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 231,715
Change-231,715 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 178,804
Change-178,804 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 128,126
Change-128,126 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 123,898
Change-123,898 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 118,700
Change-118,700 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 115,935
Change-115,935 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 103,984
Change-103,984 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 83,536
Change-83,536 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 79,516
Change-79,516 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 78,812
Change-78,812 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 76,913
Change-76,913 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 76,428
Change-76,428 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 76,235
Change-76,235 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 70,633
Change-70,633 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 64,537
Change-64,537 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 63,621
Change-63,621 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 61,020
Change-61,020 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 56,412
Change-56,412 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 54,940
Change-54,940 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 51,976
Change-51,976 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 46,780
Change-46,780 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 42,370
Change-42,370 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 33,347
Change-33,347 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 33,309
Change-33,309 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 29,749
Change-29,749 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 27,375
Change-27,375 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,882
Change-24,882 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 23,458
Change-23,458 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 21,334
Change-21,334 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 20,831
Change-20,831 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 19,992
Change-19,992 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,948
Change-17,948 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 17,202
Change-17,202 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 13,099
Change-13,099 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,767
Change-12,767 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 10,572
Change-10,572 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,935
Change-9,935 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,668
Change-9,668 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 8,752
Change-8,752 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,615
Change-7,615 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,004
Change-7,004 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,452
Change-5,452 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,141
Change-5,141 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 809
Change-809 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 629
Change-629 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 613
Change-613 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 414
Change-414 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 54
Change-54 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 0
Change0
Value—
Status
Your Advocates Ltd., LLP
DECREASED1,038,5041,048,990-10,486-1%$86.0M$85.8M-$153.4K2026-11-03
Allworth Financial LP
UNCHANGED67,13867,13800%$5.5M$5.5M$02026-11-06
Gould Asset Management LLC
INCREASED52,58140,920+11,661+29%$3.4M$4.3M+$991.7K2026-11-06
USAdvisors Wealth Management, LLC
INCREASED37,74136,914+827+2%$3.0M$3.1M+$93.0K2026-10-21
IFP Advisors, Inc
INCREASED11,1937,384+3,809+52%$605.3K$938.3K+$333.0K2026-10-16
Colorado Capital Management, Inc.
INCREASED8,2228,020+202+3%$657$680.0K+$679.3K2026-10-15
Private Trust Co NA
UNCHANGED3,2003,20000%$262.3K$268.3K+$5.9K2026-10-20
Boyum Wealth Architects LLC
DECREASED3,1663,192-26-1%$263.0K$264.6K+$1.7K2026-10-06
Doliver Advisors, LP
UNCHANGED2,9902,99000%$245.1K$247.2K+$2.0K2026-10-01
Bernicke Wealth Management, Ltd.
CLOSED01,978,011-1,978,011-100%$162.2M$0-$162.2M2026-11-06
Brighton Jones LLC
CLOSED01,176,212-1,176,212-100%$96.4M$0-$96.4M2026-11-03
Quantum Financial Advisors, LLC
CLOSED0894,764-894,764-100%$73.4M$0-$73.4M2026-11-03
Monograph Wealth Advisors, LLC
CLOSED0567,396-567,396-100%$46.5M$0-$46.5M2026-11-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED0461,690-461,690-100%$37.8M$0-$37.8M2026-10-14
SC&H Financial Advisors, Inc.
CLOSED0452,203-452,203-100%$37.1M$0-$37.1M2026-10-14
KFG Wealth Management, LLC
CLOSED0407,966-407,966-100%$33.4M$0-$33.4M2026-10-16
Keyes, Stange & Wooten Wealth Management, LLC
CLOSED0405,324-405,324-100%$33.2M$0-$33.2M2026-11-03
BCO Wealth Management LLC
CLOSED0405,069-405,069-100%$33.2M$0-$33.2M2026-10-14
Hardy Reed LLC
CLOSED0397,070-397,070-100%$32.6M$0-$32.6M2026-11-06
Sageworth Trust Co
CLOSED0372,379-372,379-100%$30.5M$0-$30.5M2026-10-30
Beacon Hill Wealth Management Ltd.
CLOSED0347,773-347,773-100%$28.5M$0-$28.5M2026-10-21
Geneos Wealth Management Inc.
CLOSED0341,244-341,244-100%$28.0M$0-$28.0M2026-11-09
Riverchase Wealth Management, LLC
CLOSED0329,785-329,785-100%$27.0M$0-$27.0M2026-10-28
Cambridge Investment Research Advisors, Inc.
CLOSED0298,555-298,555-100%$24.5M$0-$24.5M2026-11-02
SageOak Financial, LLC
CLOSED0271,900-271,900-100%$22.3M$0-$22.3M2026-10-19
Cypress Point Wealth Management, LLC
CLOSED0249,842-249,842-100%$20.5M$0-$20.5M2026-11-03
Altiora Financial Group, LLC
CLOSED0223,160-223,160-100%$18.3M$0-$18.3M2026-11-04
Commonwealth Equity Services, LLC
CLOSED0211,734-211,734-100%$17.4M$0-$17.4M2026-11-02
Amicus Financial Advisors, LLC
CLOSED0194,121-194,121-100%$15.9M$0-$15.9M2026-11-03
Hutchens & Kramer Investment Management Group, LLC
CLOSED0193,799-193,799-100%$15.9M$0-$15.9M2026-10-16
DecisionPoint Financial, LLC
CLOSED0166,389-166,389-100%$13.6M$0-$13.6M2026-10-27
Heritage Investment Group, Inc.
CLOSED0162,743-162,743-100%$13.3M$0-$13.3M2026-11-03
Essential Planning, Llc.
CLOSED0162,396-162,396-100%$13.3M$0-$13.3M2026-10-21
Farther Finance Advisors, LLC
CLOSED0155,897-155,897-100%$12.8M$0-$12.8M2026-10-08
Morton Capital Management LLC
CLOSED0154,034-154,034-100%$12.6M$0-$12.6M2026-10-23
EverSource Wealth Advisors, LLC
CLOSED0153,132-153,132-100%$12.6M$0-$12.6M2026-11-04
Heffernan Advisory, Inc
CLOSED0151,842-151,842-100%$12.4M$0-$12.4M2026-10-13
Park Avenue Securities LLC
CLOSED0145,118-145,118-100%$11.9M$0-$11.9M2026-10-26
B&D White Capital Company, LLC
CLOSED0140,042-140,042-100%$11.5M$0-$11.5M2026-11-02
M Holdings Securities, Inc.
CLOSED0135,279-135,279-100%$11.0M$0-$11.0M2026-11-03
XY Planning Network, Inc.
CLOSED0119,331-119,331-100%$9.8M$0-$9.8M2026-10-14
Able Financial Group, LLC
CLOSED0113,387-113,387-100%$9.3M$0-$9.3M2026-10-14
Prospect Financial Group LLC
CLOSED0112,825-112,825-100%$9.2M$0-$9.2M2026-11-05
Sageworth Trust Co of South Dakota
CLOSED0111,540-111,540-100%$9.1M$0-$9.1M2026-10-30
Bdfs Capital LLC
CLOSED0111,492-111,492-100%$9.1M$0-$9.1M2026-10-14
BIP Wealth, LLC
CLOSED0102,752-102,752-100%$8.4M$0-$8.4M2026-10-22
Elser Financial Planning, Inc
CLOSED0101,762-101,762-100%$8.3M$0-$8.3M2026-10-16
HB Wealth Management, LLC
CLOSED0100,309-100,309-100%$8.2M$0-$8.2M2026-10-23
Archford Capital Strategies, LLC
CLOSED099,273-99,273-100%$8.1M$0-$8.1M2026-10-19
Kestra Advisory Services, LLC
CLOSED095,467-95,467-100%$7.8M$0-$7.8M2026-11-02
LPL Financial LLC
CLOSED094,386-94,386-100%$7.7M$0-$7.7M2026-11-06
Integras Partners LLC
CLOSED089,498-89,498-100%$7.3M$0-$7.3M2026-10-30
Vise Technologies, Inc.
CLOSED086,550-86,550-100%$7.1M$0-$7.1M2026-10-29
Plancorp, LLC
CLOSED086,025-86,025-100%$7.1M$0-$7.1M2026-11-03
Selective Wealth Management, Inc.
CLOSED076,109-76,109-100%$6.2M$0-$6.2M2026-10-16
Entrewealth, LLC
CLOSED075,440-75,440-100%$6.4M$0-$6.4M2026-10-14
Capital Investment Advisory Services, LLC
CLOSED073,832-73,832-100%$6.1M$0-$6.1M2026-10-30
Cyndeo Wealth Partners, LLC
CLOSED071,289-71,289-100%$5.8M$0-$5.8M2026-10-16
TCI Wealth Advisors, Inc.
CLOSED071,170-71,170-100%$5.8M$0-$5.8M2026-10-30
Wealth Advisors Northwest LLC
CLOSED070,691-70,691-100%$5.8M$0-$5.8M2026-10-29
Hutchinson Capital Management
CLOSED065,872-65,872-100%$5.4M$0-$5.4M2026-11-09
Asset One Wealth Management LLC
CLOSED065,306-65,306-100%$5.4M$0-$5.4M2026-11-02
Kestra Private Wealth Services, LLC
CLOSED064,941-64,941-100%$5.3M$0-$5.3M2026-11-06
Simplicity Wealth,LLC
CLOSED059,845-59,845-100%$4.9M$0-$4.9M2026-10-23
Alpha Financial Advisors, LLC
CLOSED057,371-57,371-100%$4.7M$0-$4.7M2026-11-09
Strathmore Capital Advisors, Inc.
CLOSED048,762-48,762-100%$4.0M$0-$4.0M2026-11-09
Burton Enright Welch
CLOSED047,278-47,278-100%$3.9M$0-$3.9M2026-11-04
Truist Financial Corp
CLOSED046,295-46,295-100%$3.8M$0-$3.8M2026-10-30
Outbound Financial Inc
CLOSED041,871-41,871-100%$3.4M$0-$3.4M2026-10-13
Modera Wealth Management, LLC
CLOSED034,014-34,014-100%$2.8M$0-$2.8M2026-10-28
Mesirow Financial Investment Management, Inc.
CLOSED033,901-33,901-100%$2.8M$0-$2.8M2026-11-05
Prospera Financial Services Inc
CLOSED033,573-33,573-100%$2.8M$0-$2.8M2026-11-04
Coldstream Capital Management Inc
CLOSED032,441-32,441-100%$2.7M$0-$2.7M2026-11-09
CPA Asset Management Group, LLC
CLOSED031,898-31,898-100%$2.6M$0-$2.6M2026-10-26
Mission Wealth Management, LP
CLOSED030,645-30,645-100%$2.5M$0-$2.5M2026-10-15
SAX Wealth Advisors, LLC
CLOSED030,561-30,561-100%$2.2M$0-$2.2M2026-10-13
Ashton Thomas Private Wealth, LLC
CLOSED030,252-30,252-100%$2.5M$0-$2.5M2026-11-03
BluePrint Investing LLC
CLOSED026,215-26,215-100%$2.1M$0-$2.1M2026-10-14
Lakewood Asset Management LLC
CLOSED025,942-25,942-100%$2.1M$0-$2.1M2026-10-26
marrick wealth, LLC
CLOSED025,227-25,227-100%$2.1M$0-$2.1M2026-10-20
Triad Wealth Partners, LLC
CLOSED024,947-24,947-100%$2.1M$0-$2.1M2026-10-26
Grand Wealth Management, LLC
CLOSED024,069-24,069-100%$2.0M$0-$2.0M2026-11-09
Glass Jacobson Investment Advisors llc
CLOSED023,660-23,660-100%$1.9M$0-$1.9M2026-10-26
Vestia Personal Wealth Advisors
CLOSED023,536-23,536-100%$1.9M$0-$1.9M2026-10-20
Onyx Financial Advisors, LLC
CLOSED021,266-21,266-100%$1.7M$0-$1.7M2026-10-21
Signal Advisors Wealth, LLC
CLOSED018,304-18,304-100%$1.5M$0-$1.5M2026-10-13
Keybank National Association
CLOSED017,787-17,787-100%$1.5M$0-$1.5M2026-11-04
Werba Rubin Papier Wealth Management
CLOSED016,933-16,933-100%$1.4M$0-$1.4M2026-11-06
Sigma Planning Corp
CLOSED016,149-16,149-100%$1.3M$0-$1.3M2026-10-23
Krilogy Financial LLC
CLOSED015,670-15,670-100%$1.3M$0-$1.3M2026-10-13
Evanson Financial, LLC
CLOSED015,350-15,350-100%$1.3M$0-$1.3M2026-10-23
Scratch Capital LLC
CLOSED015,014-15,014-100%$1.2M$0-$1.2M2026-11-02
Merit Financial Group, LLC
CLOSED014,860-14,860-100%$1.2M$0-$1.2M2026-11-06
Apella Capital, LLC
CLOSED014,808-14,808-100%$1.2M$0-$1.2M2026-10-08
Summit Wealth Group LLC / Co
CLOSED014,002-14,002-100%$1.1M$0-$1.1M2026-10-29
Financial Symmetry Inc
CLOSED013,978-13,978-100%$1.1M$0-$1.1M2026-10-06
AlphaStar Capital Management, LLC
CLOSED013,968-13,968-100%$1.1M$0-$1.1M2026-10-16
Freedom Investment Management, Inc.
CLOSED013,952-13,952-100%$1.1M$0-$1.1M2026-11-09
Silver OAK Securities, Incorporated
CLOSED013,782-13,782-100%$1.1M$0-$1.1M2026-11-09
Apollon Financial, LLC
CLOSED012,859-12,859-100%$1.1M$0-$1.1M2026-10-23
Firethorn Wealth Partners, LLC
CLOSED012,445-12,445-100%$1.0M$0-$1.0M2026-10-14
Allodium Investment Consultants, LLC
CLOSED011,888-11,888-100%$974.6K$0-$974.6K2026-10-14
Fiduciary Financial Group, LLC
CLOSED011,494-11,494-100%$942.3K$0-$942.3K2026-10-13
Shepherd Financial Partners LLC
CLOSED011,155-11,155-100%$914.5K$0-$914.5K2026-11-03
Perigon Wealth Management, LLC
CLOSED010,650-10,650-100%$873.1K$0-$873.1K2026-10-22
J.W. Cole Advisors, Inc.
CLOSED010,647-10,647-100%$872.8K$0-$872.8K2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED010,569-10,569-100%$874.9K$0-$874.9K2026-10-13
Sprinkle Financial Consultants LLC
CLOSED09,995-9,995-100%$819.4K$0-$819.4K2026-10-09
RCS Financial Planning, LLC
CLOSED09,258-9,258-100%$759.0K$0-$759.0K2026-10-14
Stirlingshire Investments, Inc.
CLOSED09,124-9,124-100%$748.0K$0-$748.0K2026-11-05
Money Concepts Capital Corp
CLOSED08,988-8,988-100%$736.8K$0-$736.8K2026-11-06
Foundry Financial LLC
CLOSED07,869-7,869-100%$645.1K$0-$645.1K2026-10-16
Root Financial Partners, LLC
CLOSED07,392-7,392-100%$606.0K$0-$606.0K2026-10-21
Greenspring Advisors, LLC
CLOSED07,175-7,175-100%$588.2K$0-$588.2K2026-11-05
CWS Financial Advisors, LLC
CLOSED06,824-6,824-100%$559.4K$0-$559.4K2026-10-16
Elevate Wealth Advisory, Inc
CLOSED06,714-6,714-100%$550.4K$0-$550.4K2026-10-29
First Financial Group Corp
CLOSED06,670-6,670-100%$546.8K$0-$546.8K2026-10-22
Maseco LLP
CLOSED06,512-6,512-100%$533.9K$0-$533.9K2026-10-27
Yardley Wealth Management LLC
CLOSED05,806-5,806-100%$476.0K$0-$476.0K2026-10-23
Andrews, Lucia Wealth Management LLC
CLOSED05,563-5,563-100%$456.1K$0-$456.1K2026-11-02
GEM Asset Management, LLC
CLOSED05,410-5,410-100%$443.5K$0-$443.5K2026-10-13
Creative Planning
CLOSED04,919-4,919-100%$403.3K$0-$403.3K2026-11-02
Argent Trust Co
CLOSED04,620-4,620-100%$378.7K$0-$378.7K2026-11-09
Foundation Wealth Management, Llc\pa
CLOSED04,472-4,472-100%$366.6K$0-$366.6K2026-10-14
StrongBox Wealth, LLC
CLOSED04,109-4,109-100%$336.9K$0-$336.9K2026-11-02
Jnba Financial Advisors
CLOSED04,051-4,051-100%$332.1K$0-$332.1K2026-11-03
Alkeme Wealth, LLC
CLOSED03,919-3,919-100%$321.2K$0-$321.2K2026-10-08
International Private Wealth Advisors LLC
CLOSED03,842-3,842-100%$315.0K$0-$315.0K2026-11-05
Financial Harvest, LLC
CLOSED03,777-3,777-100%$309.6K$0-$309.6K2026-10-15
Victory Financial Group, LLC
CLOSED03,673-3,673-100%$301.1K$0-$301.1K2026-10-27
Woodside Wealth Management LLC
CLOSED03,639-3,639-100%$298.3K$0-$298.3K2026-10-16
Avior Wealth Management, LLC
CLOSED03,569-3,569-100%$292.6K$0-$292.6K2026-10-13
Mustard Seed Financial, LLC
CLOSED03,552-3,552-100%$291.2K$0-$291.2K2026-10-30
Pacific Asset Management, LLC
CLOSED03,135-3,135-100%$257.0K$0-$257.0K2026-10-15
Savant Capital, LLC
CLOSED02,877-2,877-100%$243.5K$0-$243.5K2026-11-06
Concurrent Investment Advisors, LLC
CLOSED02,666-2,666-100%$218.6K$0-$218.6K2026-10-16
D.A. Davidson & Co.
CLOSED02,629-2,629-100%$215.5K$0-$215.5K2026-10-28
Bank of Montreal
CLOSED01,749-1,749-100%$143.4K$0-$143.4K2026-11-09
Assetmark, Inc
CLOSED01,653-1,653-100%$135.5K$0-$135.5K2026-10-21
Ares Financial Consulting, LLC
CLOSED01,634-1,634-100%$133.9K$0-$133.9K2026-10-19
Fifth Third Bancorp
CLOSED01,117-1,117-100%$91.6K$0-$91.6K2026-11-05
Concord Wealth Partners
CLOSED01,056-1,056-100%$86.6K$0-$86.6K2026-11-02
AdvisorNet Financial, Inc
CLOSED0677-677-100%$55.5K$0-$55.5K2026-10-15
RHL Group, LLC
CLOSED0631-631-100%$51.7K$0-$51.7K2026-11-04
West Paces Advisors Inc.
CLOSED0371-371-100%$30.4K$0-$30.4K2026-10-13
Hazlett, Burt & Watson, Inc.
CLOSED0328-328-100%$27.0K$0-$27.0K2026-11-04
Silver Grove Financial Group, Inc.
CLOSED0195-195-100%$16.0K$0-$16.0K2026-11-05
CX Institutional
CLOSED0150-150-100%$12$0-$122026-10-02
Phillips Financial Management, LLC
CLOSED0131-131-100%$10.8K$0-$10.8K2026-10-19
Key Capital Management, Inc
CLOSED073-73-100%$6.0K$0-$6.0K2026-11-03
Pure Financial Advisors, LLC
N/A—2,195,146-2,195,146-100%$180.0M———
LRI Investments, LLC
N/A—1,071,907-1,071,907-100%$87.9M———
Rather & Kittrell, Inc.
N/A—726,297-726,297-100%$59.5M———
Stratos Investment Management, LLC
N/A—664,264-664,264-100%$54.5M———
Foundations Investment Advisors, LLC
N/A—624,972-624,972-100%$51.2M———
Private Advisor Group, LLC
N/A—544,143-544,143-100%$44.6M———
OneDigital Investment Advisors LLC
N/A—540,704-540,704-100%$44.3M———
Annandale Capital, LLC
N/A—503,749-503,749-100%$41.3M———
Great OAK Capital Partners, LLC
N/A—400,422-400,422-100%$33.0M———
Betterment LLC
N/A—341,912-341,912-100%$28.0M———
Integrated Wealth Concepts LLC
N/A—336,503-336,503-100%$27.6M———
Envestnet Asset Management Inc
N/A—336,258-336,258-100%$27.6M———
Osaic Holdings, Inc.
N/A—330,075-330,075-100%$27.1M———
Vantage Point Financial LLC
N/A—284,211-284,211-100%$23.3M———
Mariner, LLC
N/A—268,947-268,947-100%$22.0M———
Orion Porfolio Solutions, LLC
N/A—231,715-231,715-100%$19.0M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—178,804-178,804-100%$14.7M———
Aspen Capital Management, LLC
N/A—128,126-128,126-100%$10.5M———
Truepoint, Inc.
N/A—123,898-123,898-100%$10.2M———
Two Sigma Investments, LP
N/A—118,700-118,700-100%$9.7M———
Smartleaf Asset Management LLC
N/A—115,935-115,935-100%$9.5M———
Keating Financial Advisory Services, Inc.
N/A—103,984-103,984-100%$8.5M———
Cloud Capital Management, LLC
N/A—83,536-83,536-100%$6.8M———
Raymond James Financial Inc
N/A—79,516-79,516-100%$6.5M———
WorthPointe, LLC
N/A—78,812-78,812-100%$6.5M———
Focus Partners Wealth
N/A—76,913-76,913-100%$6.3M———
Eldridge Investment Advisors, Inc.
N/A—76,428-76,428-100%$6.3M———
Goldman Sachs Group Inc
N/A—76,235-76,235-100%$6.2M———
Cerity Partners LLC
N/A—70,633-70,633-100%$5.8M———
Wealthspire Advisors, LLC
N/A—64,537-64,537-100%$5.3M———
Beacon Pointe Advisors, LLC
N/A—63,621-63,621-100%$5.2M———
Investment Advisory Group, LLC
N/A—61,020-61,020-100%$5.0M———
FMB Wealth Management
N/A—56,412-56,412-100%$4.6M———
CreativeOne Wealth, LLC
N/A—54,940-54,940-100%$4.5M———
Global Retirement Partners, LLC
N/A—51,976-51,976-100%$4.3M———
GeoWealth Management, LLC
N/A—46,780-46,780-100%$3.8M———
AQR Capital Management LLC
N/A—42,370-42,370-100%$3.5M———
Note Advisors, LLC
N/A—33,347-33,347-100%$2.7M———
Northern Trust Corp
N/A—33,309-33,309-100%$2.7M———
Savvy Advisors, Inc.
N/A—29,749-29,749-100%$2.4M———
Brown Advisory Inc
N/A—27,375-27,375-100%$2.2M———
Mercer Global Advisors Inc
N/A—24,882-24,882-100%$2.0M———
Goodman Financial Corp
N/A—23,458-23,458-100%$1.9M———
WPWealth LLP
N/A—21,334-21,334-100%$1.7M———
Capstone Wealth Management, Inc.
N/A—20,831-20,831-100%$1.7M———
Calton & Associates, Inc.
N/A—19,992-19,992-100%$1.6M———
JPMorgan Chase & Co
N/A—17,948-17,948-100%$1.5M———
Inspire Advisors, LLC
N/A—17,202-17,202-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—13,099-13,099-100%$1.1M———
Equitable Holdings, Inc.
N/A—12,767-12,767-100%$1.0M———
Stratos Wealth Partners, Ltd.
N/A—10,789-10,789-100%$884.5K———
Painted Porch Advisors LLC
N/A—10,572-10,572-100%$866.7K———
MML Investors Services, LLC
N/A—9,935-9,935-100%$814.5K———
HRT Financial LP
N/A—9,668-9,668-100%$792.0K———
Glassy Mountain Advisors, Inc.
N/A—8,752-8,752-100%$717.5K———
EP Wealth Advisors, LLC
N/A—7,615-7,615-100%$624.3K———
Focus Partners Advisor Solutions, LLC
N/A—7,004-7,004-100%$574.2K———
Millstone Evans Group, LLC
N/A—6,093-6,093-100%$499.5K———
Advyzon Investment Management, LLC
N/A—5,850-5,850-100%$479.6K———
Cetera Investment Advisers
N/A—5,802-5,802-100%$475.7K———
Zhang Financial LLC
N/A—5,452-5,452-100%$447.0K———
Essex Financial Services, Inc.
N/A—5,270-5,270-100%$432.1K———
Parkwoods Wealth Partners, LLC
N/A—5,190-5,190-100%$425.5K———
AE Wealth Management LLC
N/A—5,141-5,141-100%$421.5K———
XTX Topco Ltd
N/A—4,687-4,687-100%$384.2K———
Cary Street Partners Investment Advisory LLC
N/A—4,531-4,531-100%$371.5K———
Nalls Sherbakoff Group, LLC
N/A—4,379-4,379-100%$359.0K———
Topsail Wealth Management, LLC
N/A—4,376-4,376-100%$358.7K———
Raffa Wealth Management, LLC
N/A—3,972-3,972-100%$325.6K———
Broadhurst Jeffrey B
N/A—3,200-3,200-100%$262.3K———
Ameriprise Financial Inc
N/A—3,172-3,172-100%$260.0K———
Stifel Financial Corp
N/A—2,697-2,697-100%$221.1K———
OneAscent Financial Services LLC
N/A—2,695-2,695-100%$220.9K———
Arax Advisory Partners
N/A—2,601-2,601-100%$213.2K———
Disciplined Investors, L.L.C.
N/A—2,600-2,600-100%$213.1K———
Keystone Financial Services
N/A—2,460-2,460-100%$201.7K———
Royal Bank of Canada
N/A—2,371-2,371-100%$194.0K———
Cary Street Partners Financial LLC
N/A—2,233-2,233-100%$183.1K———
Innovative Asset Advisors Group, LLC
N/A—2,140-2,140-100%$175.5K———
FMR LLC
N/A—1,272-1,272-100%$104.3K———
Strategic Investment Solutions, Inc.
N/A—1,221-1,221-100%$100.1K———
Huntington National Bank
N/A—809-809-100%$66.3K———
Tower Research Capital LLC (TRC)
N/A—629-629-100%$51.6K———
National Bank of Canada
N/A—613-613-100%$50.3K———
Morgan Stanley
N/A—414-414-100%$33.9K———
Dunhill Financial, LLC
N/A—249-249-100%$20.4K———
Aptus Capital Advisors, LLC
N/A—152-152-100%$12.5K———
FAS Wealth Partners, Inc.
N/A—130-130-100%$10.7K———
UBS Asset Management Americas LLC
N/A—118-118-100%$9.7K———
VSM Wealth Advisory, LLC
N/A—62-62-100%$5.1K———
Qube Research & Technologies Ltd
N/A—54-54-100%$4.4K———
Northwestern Mutual Wealth Management Co
N/A—10-10-100%$820———
Wells Fargo & Company
N/A—1-1-100%$41———
ST Germain D J Co Inc
N/A—00—$9———
Showing 244 of 244 institutions