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DIM Global Real Estate ETF (DFGR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Forum Financial Management, LP
INCREASED
Shares18,513,312 from 17,999,719
Change+513,593 (+3%)
Value$500.8M (-$20.7M)
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares17,703,442 from 15,348,111
Change+2,355,331 (+15%)
Value$478.9M (+$34.2M)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares3,247,255 from 3,030,424
Change+216,831 (+7%)
Value$87.8M (+$46.9K)
Filed 2026-11-03
LifeGuide Financial Advisors, LLC
INCREASED
Shares2,726,735 from 2,593,868
Change+132,867 (+5%)
Value$73.8M (-$1.4M)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
DECREASED
Shares2,502,728 from 2,805,784
Change-303,056 (-11%)
Value$67.7M (-$13.6M)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,881,608 from 1,844,046
Change+37,562 (+2%)
Value$50.9M (-$2.5M)
Filed 2026-10-16
Maseco LLP
INCREASED
Shares1,714,336 from 1,609,286
Change+105,050 (+7%)
Value$46.4M (-$247.7K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares1,337,507 from 1,299,964
Change+37,543 (+3%)
Value$36.2M (-$1.5M)
Filed 2026-11-06
Rockwood Wealth Management, LLC
INCREASED
Shares1,311,919 from 1,152,153
Change+159,766 (+14%)
Value$35.5M (+$2.1M)
Filed 2026-10-27
Summit Financial Strategies, Inc.
INCREASED
Shares1,283,775 from 1,116,692
Change+167,083 (+15%)
Value$34.7M (+$2.4M)
Filed 2026-10-14
Creative Capital Management Investments LLC
INCREASED
Shares1,104,840 from 1,047,552
Change+57,288 (+5%)
Value$29.9M (-$461.7K)
Filed 2026-10-28
Great Waters Wealth Management
INCREASED
Shares1,044,549 from 951,736
Change+92,813 (+10%)
Value$28.3M (+$683.2K)
Filed 2026-10-07
Guardian Wealth Management, LLC
DECREASED
Shares902,108 from 912,517
Change-10,409 (-1%)
Value$24.4M (-$2.0M)
Filed 2026-10-14
Verisail Partners, LLC
INCREASED
Shares898,531 from 870,403
Change+28,128 (+3%)
Value$24.3M (-$910.3K)
Filed 2026-10-19
Wescott Financial Advisory Group, LLC
DECREASED
Shares889,447 from 898,892
Change-9,445 (-1%)
Value$24.1M (-$2.0M)
Filed 2026-11-09
Willow Creek Wealth Management Inc.
INCREASED
Shares866,822 from 832,402
Change+34,420 (+4%)
Value$23.4M (-$667.1K)
Filed 2026-10-26
Index Fund Advisors, Inc.
DECREASED
Shares793,088 from 819,333
Change-26,245 (-3%)
Value$21.5M (-$2.3M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares703,230 from 455,872
Change+247,358 (+54%)
Value$18.9M (+$5.5M)
Filed 2026-10-13
Wealth Management Nebraska
INCREASED
Shares693,350 from 659,883
Change+33,467 (+5%)
Value$18.8M (-$361.7K)
Filed 2026-10-26
RS Crum Inc.
INCREASED
Shares685,906 from 674,314
Change+11,592 (+2%)
Value$18.6M (-$981.1K)
Filed 2026-10-19
Integris Wealth Management, LLC
INCREASED
Shares683,213 from 646,737
Change+36,476 (+6%)
Value$18.5M (-$255.1K)
Filed 2026-10-14
Level Financial Advisors
INCREASED
Shares660,036 from 618,117
Change+41,919 (+7%)
Value$17.9M (-$52.9K)
Filed 2026-10-13
Quantum Financial Advisors, LLC
INCREASED
Shares655,710 from 653,829
Change+1,881 (+0%)
Value$17.7M (-$1.2M)
Filed 2026-11-03
Private Wealth Management Group, LLC
INCREASED
Shares650,635 from 618,649
Change+31,986 (+5%)
Value$17.6M (-$322.6K)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares608,022 from 320,787
Change+287,235 (+90%)
Value$16.4M (+$7.2M)
Filed 2026-11-05
Evanson Financial, LLC
INCREASED
Shares597,561 from 574,362
Change+23,199 (+4%)
Value$16.2M (-$475.2K)
Filed 2026-10-23
AWM Capital, LLC
INCREASED
Shares590,536 from 519,832
Change+70,704 (+14%)
Value$16.0M (+$914.4K)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares540,027 from 342,804
Change+197,223 (+58%)
Value$14.4M (+$4.3M)
Filed 2026-10-08
Harbour Investments, Inc.
INCREASED
Shares507,084 from 470,460
Change+36,624 (+8%)
Value$13.7M (+$87.4K)
Filed 2026-11-09
Syverson Strege & Co
INCREASED
Shares495,613 from 478,322
Change+17,291 (+4%)
Value$13.4M (-$450.7K)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares470,326 from 428,449
Change+41,877 (+10%)
Value$13.6M (+$1.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares464,954 from 457,141
Change+7,813 (+2%)
Value$12.6M (-$666.4K)
Filed 2026-11-02
McLean Asset Management Corp
INCREASED
Shares456,569 from 430,559
Change+26,010 (+6%)
Value$13.1M (+$268.3K)
Filed 2026-11-06
XY Planning Network, Inc.
INCREASED
Shares455,858 from 374,316
Change+81,542 (+22%)
Value$12.3M (+$1.5M)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares419,650 from 378,778
Change+40,872 (+11%)
Value$11.4M (+$378.3K)
Filed 2026-10-26
Great Lakes Advisors, LLC
INCREASED
Shares394,166 from 355,274
Change+38,892 (+11%)
Value$10.7M (+$369.9K)
Filed 2026-11-06
Sprinkle Financial Consultants LLC
INCREASED
Shares383,972 from 378,545
Change+5,427 (+1%)
Value$10.4M (-$579.8K)
Filed 2026-10-09
Reap Financial Group, LLC
INCREASED
Shares381,301 from 353,217
Change+28,084 (+8%)
Value$10.3M (+$81.5K)
Filed 2026-11-02
Elser Financial Planning, Inc
DECREASED
Shares351,837 from 353,220
Change-1,383 (0%)
Value$9.5M (-$715.6K)
Filed 2026-10-16
Burk Holdings LLC
INCREASED
Shares306,949 from 287,421
Change+19,528 (+7%)
Value$8.3M (-$23.6K)
Filed 2026-11-05
Wealth Architects, LLC
INCREASED
Shares296,097 from 284,328
Change+11,769 (+4%)
Value$8.0M (-$227.6K)
Filed 2026-11-03
McMill Wealth Management
NEW
Shares282,099
Change+282,099
Value$7.6M
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares280,572 from 279,726
Change+846 (+0%)
Value$7.6M (-$514.2K)
Filed 2026-11-03
Tilson Financial Group, Inc.
INCREASED
Shares269,232 from 256,643
Change+12,589 (+5%)
Value$7.3M (-$152.2K)
Filed 2026-11-09
Sterling Financial Planning, Inc.
INCREASED
Shares255,734 from 247,263
Change+8,471 (+3%)
Value$6.9M (-$245.6K)
Filed 2026-10-28
Peirce Capital Management, LLC
INCREASED
Shares244,313 from 244,292
Change+21 (+0%)
Value$6.6M (-$468.5K)
Filed 2026-10-19
Vestia Personal Wealth Advisors
INCREASED
Shares235,450 from 182,356
Change+53,094 (+29%)
Value$6.4M (+$1.1M)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares231,067 from 224,553
Change+6,514 (+3%)
Value$6.3M (-$231.8K)
Filed 2026-10-15
Greenspring Advisors, LLC
INCREASED
Shares225,447 from 208,803
Change+16,644 (+8%)
Value$6.1M (+$49.3K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares219,163 from 196,241
Change+22,922 (+12%)
Value$5.9M (+$243.3K)
Filed 2026-10-29
New Dimensions Wealth Management, LLC
INCREASED
Shares215,229 from 203,933
Change+11,296 (+6%)
Value$5.8M (-$86.0K)
Filed 2026-11-02
Porter White Investment Advisors, Inc.
INCREASED
Shares206,764 from 102,562
Change+104,202 (+102%)
Value$5.6M (+$2.6M)
Filed 2026-10-14
Parkshore Wealth Management, Inc.
INCREASED
Shares202,947 from 195,023
Change+7,924 (+4%)
Value$5.5M (-$160.1K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares198,595 from 161,473
Change+37,122 (+23%)
Value$5.4M (+$694.1K)
Filed 2026-10-08
Shotwell Rutter Baer Inc
INCREASED
Shares196,633 from 194,264
Change+2,369 (+1%)
Value$5.3M (-$308.9K)
Filed 2026-10-14
Clarity Wealth Development LLC
INCREASED
Shares195,100 from 189,408
Change+5,692 (+3%)
Value$5.3M (-$209.7K)
Filed 2026-10-22
New Capital Management LP
INCREASED
Shares192,666 from 192,558
Change+108 (+0%)
Value$5.2M (-$366.8K)
Filed 2026-10-29
JDH Wealth Management, LLC
INCREASED
Shares191,916 from 190,149
Change+1,767 (+1%)
Value$5.2M (-$317.3K)
Filed 2026-10-20
Colorado Capital Management, Inc.
INCREASED
Shares183,343 from 176,587
Change+6,756 (+4%)
Value$5.0M (+$5.0M)
Filed 2026-10-15
AlTi Global, Inc.
UNCHANGED
Shares179,651 from 179,651
Change0 (0%)
Value$4.9M (-$344.9K)
Filed 2026-11-09
Amicus Financial Advisors, LLC
INCREASED
Shares177,267 from 120,641
Change+56,626 (+47%)
Value$4.8M (+$1.3M)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares176,622 from 174,100
Change+2,522 (+1%)
Value$4.8M (-$266.1K)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED
Shares174,867 from 185,748
Change-10,881 (-6%)
Value$4.7M (-$651.0K)
Filed 2026-10-15
Physician Wealth Solutions Inc.
INCREASED
Shares171,798 from 166,172
Change+5,626 (+3%)
Value$4.6M (-$166.9K)
Filed 2026-10-14
Sage Rhino Capital LLC
INCREASED
Shares159,187 from 158,646
Change+541 (+0%)
Value$4.3M (-$290.0K)
Filed 2026-10-28
Cooper S Advisors, LLC
INCREASED
Shares157,833 from 154,325
Change+3,508 (+2%)
Value$4.3M (-$201.4K)
Filed 2026-11-03
LAM Group, Inc.
DECREASED
Shares153,865 from 171,240
Change-17,375 (-10%)
Value$4.2M (-$798.8K)
Filed 2026-10-26
Integrity Alliance, Llc.
DECREASED
Shares145,001 from 147,170
Change-2,169 (-1%)
Value$3.9M (-$341.2K)
Filed 2026-10-29
Wealth Advisors Northwest LLC
INCREASED
Shares128,372 from 119,727
Change+8,645 (+7%)
Value$3.5M (+$4.0K)
Filed 2026-10-29
Foundry Financial LLC
INCREASED
Shares125,619 from 103,291
Change+22,328 (+22%)
Value$3.4M (+$405.6K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares124,155 from 121,683
Change+2,472 (+2%)
Value$3.4M (-$166.8K)
Filed 2026-11-04
Cogent Strategic Wealth LLC
INCREASED
Shares120,854 from 111,652
Change+9,202 (+8%)
Value$3.3M (+$34.5K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares120,801 from 126,490
Change-5,689 (-4%)
Value$3.3M (-$396.8K)
Filed 2026-10-30
Yardley Wealth Management LLC
INCREASED
Shares117,352 from 113,791
Change+3,561 (+3%)
Value$3.2M (-$122.1K)
Filed 2026-10-23
Burton Enright Welch
INCREASED
Shares109,563 from 107,587
Change+1,976 (+2%)
Value$3.0M (-$153.1K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares103,173 from 102,696
Change+477 (+0%)
Value$2.9M (-$185.0K)
Filed 2026-10-27
Sterling Wealth Management, Inc.
INCREASED
Shares101,565 from 98,331
Change+3,234 (+3%)
Value$2.7M (-$101.3K)
Filed 2026-10-23
Krilogy Financial LLC
DECREASED
Shares99,462 from 113,307
Change-13,845 (-12%)
Value$2.7M (-$563.2K)
Filed 2026-10-13
Sensenig Capital Advisors, Inc
INCREASED
Shares93,526 from 87,769
Change+5,757 (+7%)
Value$2.5M (-$12.8K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares91,765 from 78,975
Change+12,790 (+16%)
Value$2.5M (+$194.0K)
Filed 2026-10-26
Veratis Advisors, Inc.
DECREASED
Shares91,130 from 91,771
Change-641 (-1%)
Value$2.5M (-$193.5K)
Filed 2026-11-03
Avant Financial Advisors LLC
INCREASED
Shares90,327 from 86,174
Change+4,153 (+5%)
Value$2.4M (-$53.1K)
Filed 2026-11-02
Poinciana Advisors Group, LLC
INCREASED
Shares88,319 from 76,384
Change+11,935 (+16%)
Value$2.4M (+$208.5K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares88,130 from 70,689
Change+17,441 (+25%)
Value$2.4M (+$336.1K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares87,609 from 64,945
Change+22,664 (+35%)
Value$2.4M (+$488.4K)
Filed 2026-10-23
Modera Wealth Management, LLC
INCREASED
Shares87,526 from 36,532
Change+50,994 (+140%)
Value$2.4M (+$1.3M)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares85,995 from 86,602
Change-607 (-1%)
Value$2.3M (-$182.7K)
Filed 2026-10-28
SC&H Financial Advisors, Inc.
INCREASED
Shares77,021 from 70,221
Change+6,800 (+10%)
Value$2.1M (+$49.1K)
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED
Shares74,124 from 72,249
Change+1,875 (+3%)
Value$2.0M (-$88.0K)
Filed 2026-10-05
Meritas Wealth Management, LLC
INCREASED
Shares73,479 from 73,460
Change+19 (+0%)
Value$2.0M (-$140.5K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares72,780 from 67,535
Change+5,245 (+8%)
Value$2.0M (+$12.2K)
Filed 2026-10-14
CSP Financial Group, LLC
INCREASED
Shares70,652 from 65,756
Change+4,896 (+7%)
Value$1.9M (+$6.2K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares69,454 from 12,495
Change+56,959 (+456%)
Value$1.9M (+$1.5M)
Filed 2026-10-07
Vise Technologies, Inc.
INCREASED
Shares69,234 from 35,003
Change+34,231 (+98%)
Value$1.9M (+$858.7K)
Filed 2026-10-29
Root Financial Partners, LLC
INCREASED
Shares68,430 from 31,523
Change+36,907 (+117%)
Value$1.9M (+$937.8K)
Filed 2026-10-21
SageOak Financial, LLC
INCREASED
Shares67,853 from 65,910
Change+1,943 (+3%)
Value$1.8M (-$74.0K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares64,614 from 58,182
Change+6,432 (+11%)
Value$1.7M (+$62.3K)
Filed 2026-10-16
Wheels Up Wealth, Inc.
INCREASED
Shares63,972 from 63,937
Change+35 (+0%)
Value$1.7M (-$121.8K)
Filed 2026-10-27
Beacon Hill Wealth Management Ltd.
INCREASED
Shares63,589 from 53,094
Change+10,495 (+20%)
Value$1.7M (+$181.9K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares63,215 from 53,357
Change+9,858 (+18%)
Value$1.7M (+$164.2K)
Filed 2026-11-02
Prudent Investor Advisors, LLC
NEW
Shares62,979
Change+62,979
Value$1.7M
Filed 2026-10-22
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares62,913 from 60,771
Change+2,142 (+4%)
Value$1.7M (-$58.8K)
Filed 2026-10-07
Abacus Planning Group, Inc.
INCREASED
Shares62,108 from 38,104
Change+24,004 (+63%)
Value$1.7M (+$576.1K)
Filed 2026-11-02
Ridgeline Wealth, LLC
INCREASED
Shares61,122 from 58,466
Change+2,656 (+5%)
Value$1.7M (-$25.7K)
Filed 2026-10-14
Outbound Financial Inc
INCREASED
Shares61,104 from 59,364
Change+1,740 (+3%)
Value$1.7M (-$66.9K)
Filed 2026-10-13
marrick wealth, LLC
INCREASED
Shares58,775 from 56,390
Change+2,385 (+4%)
Value$1.6M (-$43.7K)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares57,424 from 56,313
Change+1,111 (+2%)
Value$1.6M (-$78.1K)
Filed 2026-10-19
Geneos Wealth Management Inc.
INCREASED
Shares56,952 from 53,279
Change+3,673 (+7%)
Value$1.5M (-$2.9K)
Filed 2026-11-09
RED Lighthouse Investment Management, LLC
INCREASED
Shares53,684 from 53,385
Change+299 (+1%)
Value$1.5M (-$94.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares49,824 from 35,067
Change+14,757 (+42%)
Value$1.3M (+$332.0K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares48,822 from 48,817
Change+5 (+0%)
Value$1.3M (-$93.6K)
Filed 2026-10-21
Sutton Place Investors LLC
INCREASED
Shares47,969 from 46,210
Change+1,759 (+4%)
Value$1.3M (-$41.1K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
DECREASED
Shares47,446 from 49,531
Change-2,085 (-4%)
Value$1.3M (-$151.5K)
Filed 2026-11-03
Three Arch Wealth Management LLC
DECREASED
Shares47,356 from 47,516
Change-160 (0%)
Value$1.3M (-$95.6K)
Filed 2026-10-20
Quarry Hill Advisors, LLC
INCREASED
Shares46,197 from 37,062
Change+9,135 (+25%)
Value$1.2M (+$175.9K)
Filed 2026-11-04
AA Financial Advisors, LLC
INCREASED
Shares45,815 from 40,003
Change+5,812 (+15%)
Value$1.2M (+$80.4K)
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares45,659 from 43,728
Change+1,931 (+4%)
Value$1.2M (-$31.7K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares45,101 from 41,878
Change+3,223 (+8%)
Value$1.2M (+$6.8K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
INCREASED
Shares42,848 from 36,888
Change+5,960 (+16%)
Value$1.2M (+$90.4K)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares42,527 from 38,416
Change+4,111 (+11%)
Value$1.2M (+$37.4K)
Filed 2026-11-06
Heritage Investment Group, Inc.
UNCHANGED
Shares40,973 from 40,973
Change0 (0%)
Value$1.1M (-$78.7K)
Filed 2026-11-03
Timonier Family Office, Ltd.
DECREASED
Shares40,303 from 40,334
Change-31 (0%)
Value$1.1M (-$78.3K)
Filed 2026-11-03
Live Oak Private Wealth LLC
INCREASED
Shares38,588 from 29,627
Change+8,961 (+30%)
Value$1.0M (+$185.5K)
Filed 2026-11-02
Cypress Point Wealth Management, LLC
INCREASED
Shares37,786 from 34,028
Change+3,758 (+11%)
Value$1.0M (+$36.3K)
Filed 2026-11-03
Ares Financial Consulting, LLC
INCREASED
Shares37,168 from 27,805
Change+9,363 (+34%)
Value$1.0M (+$199.9K)
Filed 2026-10-19
Core Wealth Management, Inc.
DECREASED
Shares35,625 from 35,791
Change-166 (0%)
Value$963.7K (-$73.2K)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
DECREASED
Shares34,354 from 35,505
Change-1,151 (-3%)
Value$963.6K (-$64.9K)
Filed 2026-11-02
Diversify Wealth Management, LLC
INCREASED
Shares33,607 from 32,183
Change+1,424 (+4%)
Value$919.5K (-$49.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares33,607 from 32,183
Change+1,424 (+4%)
Value$919.5K (-$49.6K)
Filed 2026-10-20
Equita Financial Network, Inc.
INCREASED
Shares33,601 from 31,523
Change+2,078 (+7%)
Value$908.9K (-$4.3K)
Filed 2026-10-19
Master's Wealth Management Inc.
DECREASED
Shares33,269 from 34,274
Change-1,005 (-3%)
Value$899.9K (-$93.0K)
Filed 2026-10-22
Tactive Advisors, LLC
INCREASED
Shares32,648 from 18,097
Change+14,551 (+80%)
Value$883.1K (+$358.9K)
Filed 2026-10-08
BWM Planning, LLC
INCREASED
Shares32,562 from 32,339
Change+223 (+1%)
Value$880.8K (-$56.1K)
Filed 2026-11-09
Mission Wealth Management, LP
DECREASED
Shares32,312 from 33,343
Change-1,031 (-3%)
Value$874.0K (-$91.9K)
Filed 2026-10-15
Market Street Wealth Management Advisors LLC
DECREASED
Shares31,352 from 54,279
Change-22,927 (-42%)
Value$848.1K (-$724.4K)
Filed 2026-10-09
Hutchinson Capital Management
INCREASED
Shares30,696 from 30,471
Change+225 (+1%)
Value$830.3K (-$52.4K)
Filed 2026-11-09
Shearwater Capital LLC
INCREASED
Shares29,973 from 27,845
Change+2,128 (+8%)
Value$810.8K (+$4.1K)
Filed 2026-10-13
Cogent Private Wealth, Inc.
UNCHANGED
Shares29,910 from 29,910
Change0 (0%)
Value$809.1K (-$57.4K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares28,974 from 15,590
Change+13,384 (+86%)
Value$783.7K (+$332.1K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares28,943 from 28,484
Change+459 (+2%)
Value$782.9K (-$42.3K)
Filed 2026-10-13
MB Generational Wealth, LLC
INCREASED
Shares28,900 from 25,552
Change+3,348 (+13%)
Value$781.8K (+$41.5K)
Filed 2026-11-09
Foster Group, Inc.
INCREASED
Shares28,254 from 27,109
Change+1,145 (+4%)
Value$764.3K (-$21.1K)
Filed 2026-10-13
Heffernan Advisory, Inc
INCREASED
Shares28,100 from 22,681
Change+5,419 (+24%)
Value$760.1K (+$103.0K)
Filed 2026-10-13
Larry Mathis Financial Planning, LLC
INCREASED
Shares27,120 from 12,695
Change+14,425 (+114%)
Value$733.6K (+$365.8K)
Filed 2026-10-26
Kane Co Wealth Management, Inc.
INCREASED
Shares26,789 from 23,807
Change+2,982 (+13%)
Value$724.6K (+$34.9K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares25,695 from 14,323
Change+11,372 (+79%)
Value$695.1K (+$280.1K)
Filed 2026-10-22
Capstone Wealth Management, LLC
INCREASED
Shares25,673 from 23,062
Change+2,611 (+11%)
Value$694.5K (+$26.4K)
Filed 2026-11-02
Firethorn Wealth Partners, LLC
INCREASED
Shares25,430 from 25,277
Change+153 (+1%)
Value$687.9K (-$44.4K)
Filed 2026-10-14
Essential Planning, Llc.
INCREASED
Shares25,270 from 21,058
Change+4,212 (+20%)
Value$683.6K (+$73.5K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares24,899 from 22,626
Change+2,273 (+10%)
Value$673.5K (+$18.1K)
Filed 2026-10-30
Tandemgrowth Financial Advisors LLC
INCREASED
Shares24,520 from 24,368
Change+152 (+1%)
Value$663.3K (-$42.7K)
Filed 2026-11-05
Mills Wealth Advisors LLC
INCREASED
Shares24,501 from 14,384
Change+10,117 (+70%)
Value$662.7K (+$246.0K)
Filed 2026-10-22
Great Valley Advisor Group, Inc.
INCREASED
Shares23,920 from 20,770
Change+3,150 (+15%)
Value$647.2K (+$45.2K)
Filed 2026-11-09
Collective Family Office LLC
INCREASED
Shares23,170 from 22,863
Change+307 (+1%)
Value$626.7K (-$35.6K)
Filed 2026-10-05
First Pacific Financial
INCREASED
Shares22,284 from 22,105
Change+179 (+1%)
Value$602.8K (-$37.6K)
Filed 2026-10-14
Seaside Wealth Management, Inc.
INCREASED
Shares21,767 from 21,732
Change+35 (+0%)
Value$588.8K (-$40.8K)
Filed 2026-11-09
Oath Planning, LLC
INCREASED
Shares21,638 from 21,610
Change+28 (+0%)
Value$585.3K (-$40.7K)
Filed 2026-10-20
Aerodigm Wealth, LLC
INCREASED
Shares21,059 from 20,736
Change+323 (+2%)
Value$569.6K (-$31.1K)
Filed 2026-10-16
Leading Edge Financial Planning LLC
DECREASED
Shares20,640 from 24,367
Change-3,727 (-15%)
Value$558.3K (-$147.6K)
Filed 2026-10-23
Selective Wealth Management, Inc.
INCREASED
Shares19,432 from 15,186
Change+4,246 (+28%)
Value$531.7K (+$77.0K)
Filed 2026-10-16
Hill Island Financial LLC
NEW
Shares19,300
Change+19,300
Value$522.1K
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares18,480 from 16,030
Change+2,450 (+15%)
Value$499.9K (+$22.7K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares18,224 from 16,263
Change+1,961 (+12%)
Value$493.0K (+$21.8K)
Filed 2026-10-23
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares17,533 from 17,533
Change0 (0%)
Value$474.3K (-$33.7K)
Filed 2026-10-14
Nwam LLC
INCREASED
Shares17,175 from 16,757
Change+418 (+2%)
Value$464.6K (-$20.8K)
Filed 2026-11-09
Choreo, LLC
INCREASED
Shares16,928 from 11,996
Change+4,932 (+41%)
Value$457.9K (+$110.4K)
Filed 2026-10-28
Simplicity Wealth,LLC
DECREASED
Shares16,666 from 17,440
Change-774 (-4%)
Value$450.8K (-$54.4K)
Filed 2026-10-23
BIP Wealth, LLC
INCREASED
Shares16,091 from 10,777
Change+5,314 (+49%)
Value$435.3K (+$123.1K)
Filed 2026-10-22
Regions Financial Corp
NEW
Shares15,333
Change+15,333
Value$414.8K
Filed 2026-11-05
Navigate Wealth Management, LLC
INCREASED
Shares15,282 from 14,909
Change+373 (+3%)
Value$415.5K (-$30.9K)
Filed 2026-10-14
Investmark Advisory Group LLC
INCREASED
Shares15,039 from 13,734
Change+1,305 (+10%)
Value$406.9K (+$9.0K)
Filed 2026-10-27
Two West Capital Advisors LLC
INCREASED
Shares14,593 from 14,160
Change+433 (+3%)
Value$398.1K (-$23.4K)
Filed 2026-10-15
Elevate Wealth Advisory, Inc
INCREASED
Shares14,521 from 4,963
Change+9,558 (+193%)
Value$392.8K (+$249.0K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares14,429 from 13,396
Change+1,033 (+8%)
Value$390.3K (+$2.2K)
Filed 2026-10-16
Global Financial Private Client, LLC
INCREASED
Shares14,405 from 11,699
Change+2,706 (+23%)
Value$389.7K (+$50.7K)
Filed 2026-10-15
Abacus Wealth Partners, LLC
DECREASED
Shares14,331 from 20,933
Change-6,602 (-32%)
Value$387.7K (-$218.9K)
Filed 2026-11-03
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares13,201 from 13,316
Change-115 (-1%)
Value$357.1K (-$28.7K)
Filed 2026-10-16
SouthState Bank Corp
UNCHANGED
Shares12,977 from 12,977
Change0 (0%)
Value$351.0K (-$24.9K)
Filed 2026-11-09
Squire Investment Management Company, LLC
INCREASED
Shares12,939 from 11,894
Change+1,045 (+9%)
Value$350.0K (+$5.4K)
Filed 2026-11-03
Donalies Financial Planning, LLC
INCREASED
Shares12,595 from 12,188
Change+407 (+3%)
Value$340.7K (-$12.4K)
Filed 2026-10-19
Vested Financial Planning, LLC
INCREASED
Shares12,287 from 10,102
Change+2,185 (+22%)
Value$332.4K (+$39.7K)
Filed 2026-10-28
Approach Retirement Advisors, LLC
DECREASED
Shares12,088 from 12,994
Change-906 (-7%)
Value$327.0K (-$49.5K)
Filed 2026-10-22
Strathmore Capital Advisors, Inc.
NEW
Shares11,391
Change+11,391
Value$325.3K
Filed 2026-11-09
Concurrent Investment Advisors, LLC
NEW
Shares11,318
Change+11,318
Value$306.2K
Filed 2026-10-16
Fonville Wealth Management LLC
NEW
Shares11,302
Change+11,302
Value$305.7K
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares11,125 from 13,438
Change-2,313 (-17%)
Value$300.9K (-$88.4K)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares11,008 from 10,531
Change+477 (+5%)
Value$297.8K (-$7.3K)
Filed 2026-10-23
McGrath & Associates, Inc.
DECREASED
Shares10,902 from 12,580
Change-1,678 (-13%)
Value$294.9K (-$69.5K)
Filed 2026-10-27
KFG Wealth Management, LLC
DECREASED
Shares10,564 from 12,456
Change-1,892 (-15%)
Value$285.8K (-$75.1K)
Filed 2026-10-16
Security Financial Services, Inc.
DECREASED
Shares10,170 from 10,174
Change-4 (0%)
Value$275.1K (-$19.6K)
Filed 2026-10-29
Thrivent Financial for Lutherans
NEW
Shares9,883
Change+9,883
Value$267.0K
Filed 2026-11-05
Vilga Financial Planning LLC
UNCHANGED
Shares9,728 from 9,728
Change0 (0%)
Value$263.1K (-$18.7K)
Filed 2026-10-09
Demming Financial Services Corp
INCREASED
Shares9,319 from 7,446
Change+1,873 (+25%)
Value$252.1K (+$36.4K)
Filed 2026-11-09
Gemmer Asset Management LLC
NEW
Shares9,052
Change+9,052
Value$244.8K
Filed 2026-10-16
HMV Wealth Advisors, LLC
UNCHANGED
Shares8,975 from 8,975
Change0 (0%)
Value$242.8K (-$17.2K)
Filed 2026-10-27
Earned Wealth Advisors, LLC
INCREASED
Shares8,948 from 8,880
Change+68 (+1%)
Value$242.0K (-$15.2K)
Filed 2026-11-06
Client 1ST Advisory Group, LLC
DECREASED
Shares8,554 from 10,583
Change-2,029 (-19%)
Value$231.4K (-$75.2K)
Filed 2026-10-19
IFG Advisors, LLC
INCREASED
Shares8,415 from 8,306
Change+109 (+1%)
Value$227.6K (-$13.0K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
INCREASED
Shares8,211 from 6,611
Change+1,600 (+24%)
Value$222.1K (+$30.6K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED
Shares8,019 from 7,636
Change+383 (+5%)
Value$216.9K (-$4.3K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,657 from 4,699
Change+958 (+20%)
Value$153.0K (+$16.9K)
Filed 2026-11-03
3 Factor Indexing, LLC
UNCHANGED
Shares4,662 from 4,662
Change0 (0%)
Value$126.1K (-$9.0K)
Filed 2026-10-15
Rachor Investment Advisory Services, LLC
INCREASED
Shares4,311 from 4,077
Change+234 (+6%)
Value$116.6K (-$1.5K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares3,629 from 1,419
Change+2,210 (+156%)
Value$98.2K (+$57.1K)
Filed 2026-11-05
Angeles Wealth Management, LLC
UNCHANGED
Shares3,368 from 3,368
Change0 (0%)
Value$91.1K (-$6.5K)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$81.2K (-$5.8K)
Filed 2026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$66.6K (-$4.7K)
Filed 2026-10-22
Redwood Park Advisors LLC
INCREASED
Shares1,909 from 1,899
Change+10 (+1%)
Value$51.6K (-$3.4K)
Filed 2026-11-02
Bessemer Group Inc
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$46.0K (-$3.0K)
Filed 2026-11-09
CNB Bank
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$32.5K (-$2.3K)
Filed 2026-11-09
Cardiff Park Advisors, LLC
NEW
Shares1,016
Change+1,016
Value$27.5K
Filed 2026-11-09
RHL Group, LLC
INCREASED
Shares952 from 916
Change+36 (+4%)
Value$25.7K (-$825)
Filed 2026-11-04
Blume Capital Management, Inc.
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$24.5K (-$1.7K)
Filed 2026-10-26
Parkside Financial Bank & Trust
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$21.1K (-$1.5K)
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$16.0K (-$1.1K)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares532 from 834
Change-302 (-36%)
Value$14.4K (-$9.8K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares512 from 1,076
Change-564 (-52%)
Value$13.9K (-$17.3K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares346
Change+346
Value$9.4K
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares315
Change+315
Value$8.5K
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$7.5K (-$536)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares265 from 263
Change+2 (+1%)
Value$7.2K (-$451)
Filed 2026-10-08
Strive Financial Group,LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$6.8K (-$483)
Filed 2026-11-09
Farmers & Merchants Investments Inc
NEW
Shares233
Change+233
Value$6.3K
Filed 2026-10-22
Elevation Wealth Partners, LLC
INCREASED
Shares213 from 211
Change+2 (+1%)
Value$5.8K (-$355)
Filed 2026-10-07
Capital Investment Advisory Services, LLC
NEW
Shares181
Change+181
Value$4.9K
Filed 2026-10-30
Compass Financial Management LLC
NEW
Shares107
Change+107
Value$2.9K
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares47
Change+47
Value$1.3K
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$784 (-$56)
Filed 2026-11-05
Key Capital Management, Inc
INCREASED
Shares18 from 14
Change+4 (+29%)
Value$487 (+$81)
Filed 2026-11-03
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 258,053
Change-258,053 (-100%)
Value$0 (-$7.5M)
Filed 2026-10-09
Five Oceans Advisors
CLOSED
Shares0 from 16,648
Change-16,648 (-100%)
Value$0 (-$482.3K)
Filed 2026-10-22
Wolfstich Capital, LLC
CLOSED
Shares0 from 13,388
Change-13,388 (-100%)
Value$0 (-$392.8K)
Filed 2026-10-14
Wedmont Private Capital
CLOSED
Shares0 from 9,585
Change-9,585 (-100%)
Value$0 (-$280.2K)
Filed 2026-10-09
Tillman Hartley LLC
CLOSED
Shares0 from 6,976
Change-6,976 (-100%)
Value$0 (-$202.1K)
Filed 2026-11-06
Arlington Trust Co LLC
CLOSED
Shares0 from 908
Change-908 (-100%)
Value$0 (-$26.3K)
Filed 2026-10-20
IFG Advisory, LLC
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$23.4K)
Filed 2026-11-09
Hantz Financial Services, Inc.
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$19)
Filed 2026-11-09
Evermay Wealth Management LLC
CLOSED
Shares0 from 621
Change-621 (-100%)
Value$0 (-$18.0K)
Filed 2026-11-05
Rossby Financial, LCC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$550)
Filed 2026-11-05
JMG Financial Group, Ltd.
N/A
Shares— from 6,710,457
Change-6,710,457 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,958,658
Change-3,958,658 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,777,041
Change-2,777,041 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,168,246
Change-2,168,246 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,193,486
Change-1,193,486 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,006,202
Change-1,006,202 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 927,899
Change-927,899 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 827,005
Change-827,005 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 665,263
Change-665,263 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 631,263
Change-631,263 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 553,939
Change-553,939 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 551,990
Change-551,990 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 465,667
Change-465,667 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 405,981
Change-405,981 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 386,559
Change-386,559 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 370,107
Change-370,107 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 366,862
Change-366,862 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 256,697
Change-256,697 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 242,418
Change-242,418 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 237,237
Change-237,237 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 221,089
Change-221,089 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 208,828
Change-208,828 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 201,799
Change-201,799 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 200,438
Change-200,438 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 199,828
Change-199,828 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 199,311
Change-199,311 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 199,061
Change-199,061 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 182,309
Change-182,309 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 175,340
Change-175,340 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 159,112
Change-159,112 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 158,716
Change-158,716 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 157,375
Change-157,375 (-100%)
Value—
Betterment LLC
N/A
Shares— from 151,480
Change-151,480 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 138,375
Change-138,375 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 125,318
Change-125,318 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 124,656
Change-124,656 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 123,992
Change-123,992 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 123,494
Change-123,494 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 121,763
Change-121,763 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 120,281
Change-120,281 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 113,450
Change-113,450 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 106,134
Change-106,134 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 95,934
Change-95,934 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 94,372
Change-94,372 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 92,122
Change-92,122 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 89,074
Change-89,074 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,033
Change-85,033 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 82,343
Change-82,343 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 80,071
Change-80,071 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 78,409
Change-78,409 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 71,113
Change-71,113 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 67,497
Change-67,497 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 67,170
Change-67,170 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 62,418
Change-62,418 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 61,491
Change-61,491 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 58,064
Change-58,064 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 56,151
Change-56,151 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 54,011
Change-54,011 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 53,819
Change-53,819 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 53,440
Change-53,440 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 52,052
Change-52,052 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 49,427
Change-49,427 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,402
Change-47,402 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 47,322
Change-47,322 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 47,298
Change-47,298 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 45,960
Change-45,960 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 42,567
Change-42,567 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 41,852
Change-41,852 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 41,372
Change-41,372 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 38,406
Change-38,406 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 33,609
Change-33,609 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 29,645
Change-29,645 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,413
Change-26,413 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,673
Change-25,673 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 23,904
Change-23,904 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,958
Change-21,958 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 21,693
Change-21,693 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 19,412
Change-19,412 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 17,853
Change-17,853 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,804
Change-13,804 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Invst, LLC
N/A
Shares— from 13,582
Change-13,582 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,002
Change-13,002 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,786
Change-12,786 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,174
Change-11,174 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 11,026
Change-11,026 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,843
Change-10,843 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 10,684
Change-10,684 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,744
Change-9,744 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 7,922
Change-7,922 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,324
Change-7,324 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 998
Change-998 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 349
Change-349 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 223
Change-223 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 184
Change-184 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 167
Change-167 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Status
Forum Financial Management, LP
INCREASED18,513,31217,999,719+513,593+3%$521.5M$500.8M-$20.7M2026-10-16
Savant Capital, LLC
INCREASED17,703,44215,348,111+2,355,331+15%$444.6M$478.9M+$34.2M2026-11-06
Brighton Jones LLC
INCREASED3,247,2553,030,424+216,831+7%$87.8M$87.8M+$46.9K2026-11-03
LifeGuide Financial Advisors, LLC
INCREASED2,726,7352,593,868+132,867+5%$75.1M$73.8M-$1.4M2026-10-20
TCI Wealth Advisors, Inc.
DECREASED2,502,7282,805,784-303,056-11%$81.3M$67.7M-$13.6M2026-10-30
DiNuzzo Private Wealth, Inc.
INCREASED1,881,6081,844,046+37,562+2%$53.4M$50.9M-$2.5M2026-10-16
Maseco LLP
INCREASED1,714,3361,609,286+105,050+7%$46.6M$46.4M-$247.7K2026-10-27
LPL Financial LLC
INCREASED1,337,5071,299,964+37,543+3%$37.7M$36.2M-$1.5M2026-11-06
Rockwood Wealth Management, LLC
INCREASED1,311,9191,152,153+159,766+14%$33.4M$35.5M+$2.1M2026-10-27
Summit Financial Strategies, Inc.
INCREASED1,283,7751,116,692+167,083+15%$32.4M$34.7M+$2.4M2026-10-14
Creative Capital Management Investments LLC
INCREASED1,104,8401,047,552+57,288+5%$30.3M$29.9M-$461.7K2026-10-28
Great Waters Wealth Management
INCREASED1,044,549951,736+92,813+10%$27.6M$28.3M+$683.2K2026-10-07
Guardian Wealth Management, LLC
DECREASED902,108912,517-10,409-1%$26.4M$24.4M-$2.0M2026-10-14
Verisail Partners, LLC
INCREASED898,531870,403+28,128+3%$25.2M$24.3M-$910.3K2026-10-19
Wescott Financial Advisory Group, LLC
DECREASED889,447898,892-9,445-1%$26.0M$24.1M-$2.0M2026-11-09
Willow Creek Wealth Management Inc.
INCREASED866,822832,402+34,420+4%$24.1M$23.4M-$667.1K2026-10-26
Index Fund Advisors, Inc.
DECREASED793,088819,333-26,245-3%$23.7M$21.5M-$2.3M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED703,230455,872+247,358+54%$13.3M$18.9M+$5.5M2026-10-13
Wealth Management Nebraska
INCREASED693,350659,883+33,467+5%$19.1M$18.8M-$361.7K2026-10-26
RS Crum Inc.
INCREASED685,906674,314+11,592+2%$19.5M$18.6M-$981.1K2026-10-19
Integris Wealth Management, LLC
INCREASED683,213646,737+36,476+6%$18.7M$18.5M-$255.1K2026-10-14
Level Financial Advisors
INCREASED660,036618,117+41,919+7%$17.9M$17.9M-$52.9K2026-10-13
Quantum Financial Advisors, LLC
INCREASED655,710653,829+1,881+0%$18.9M$17.7M-$1.2M2026-11-03
Private Wealth Management Group, LLC
INCREASED650,635618,649+31,986+5%$17.9M$17.6M-$322.6K2026-10-19
First Command Advisory Services, Inc.
INCREASED608,022320,787+287,235+90%$9.3M$16.4M+$7.2M2026-11-05
Evanson Financial, LLC
INCREASED597,561574,362+23,199+4%$16.6M$16.2M-$475.2K2026-10-23
AWM Capital, LLC
INCREASED590,536519,832+70,704+14%$15.1M$16.0M+$914.4K2026-10-16
Apella Capital, LLC
INCREASED540,027342,804+197,223+58%$10.1M$14.4M+$4.3M2026-10-08
Harbour Investments, Inc.
INCREASED507,084470,460+36,624+8%$13.6M$13.7M+$87.4K2026-11-09
Syverson Strege & Co
INCREASED495,613478,322+17,291+4%$13.9M$13.4M-$450.7K2026-11-02
Allworth Financial LP
INCREASED470,326428,449+41,877+10%$12.4M$13.6M+$1.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED464,954457,141+7,813+2%$13.2M$12.6M-$666.4K2026-11-02
McLean Asset Management Corp
INCREASED456,569430,559+26,010+6%$12.8M$13.1M+$268.3K2026-11-06
XY Planning Network, Inc.
INCREASED455,858374,316+81,542+22%$10.8M$12.3M+$1.5M2026-10-14
SJS Investment Consulting Inc.
INCREASED419,650378,778+40,872+11%$11.0M$11.4M+$378.3K2026-10-26
Great Lakes Advisors, LLC
INCREASED394,166355,274+38,892+11%$10.3M$10.7M+$369.9K2026-11-06
Sprinkle Financial Consultants LLC
INCREASED383,972378,545+5,427+1%$11.0M$10.4M-$579.8K2026-10-09
Reap Financial Group, LLC
INCREASED381,301353,217+28,084+8%$10.2M$10.3M+$81.5K2026-11-02
Elser Financial Planning, Inc
DECREASED351,837353,220-1,3830%$10.2M$9.5M-$715.6K2026-10-16
Burk Holdings LLC
INCREASED306,949287,421+19,528+7%$8.3M$8.3M-$23.6K2026-11-05
Wealth Architects, LLC
INCREASED296,097284,328+11,769+4%$8.2M$8.0M-$227.6K2026-11-03
McMill Wealth Management
NEW282,099—+282,099——$7.6M—2026-11-05
RFG Advisory, LLC
INCREASED280,572279,726+846+0%$8.1M$7.6M-$514.2K2026-11-03
Tilson Financial Group, Inc.
INCREASED269,232256,643+12,589+5%$7.4M$7.3M-$152.2K2026-11-09
Sterling Financial Planning, Inc.
INCREASED255,734247,263+8,471+3%$7.2M$6.9M-$245.6K2026-10-28
Peirce Capital Management, LLC
INCREASED244,313244,292+21+0%$7.1M$6.6M-$468.5K2026-10-19
Vestia Personal Wealth Advisors
INCREASED235,450182,356+53,094+29%$5.3M$6.4M+$1.1M2026-10-20
AdvisorNet Financial, Inc
INCREASED231,067224,553+6,514+3%$6.5M$6.3M-$231.8K2026-10-15
Greenspring Advisors, LLC
INCREASED225,447208,803+16,644+8%$6.0M$6.1M+$49.3K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED219,163196,241+22,922+12%$5.7M$5.9M+$243.3K2026-10-29
New Dimensions Wealth Management, LLC
INCREASED215,229203,933+11,296+6%$5.9M$5.8M-$86.0K2026-11-02
Porter White Investment Advisors, Inc.
INCREASED206,764102,562+104,202+102%$3.0M$5.6M+$2.6M2026-10-14
Parkshore Wealth Management, Inc.
INCREASED202,947195,023+7,924+4%$5.6M$5.5M-$160.1K2026-10-13
Farther Finance Advisors, LLC
INCREASED198,595161,473+37,122+23%$4.7M$5.4M+$694.1K2026-10-08
Shotwell Rutter Baer Inc
INCREASED196,633194,264+2,369+1%$5.6M$5.3M-$308.9K2026-10-14
Clarity Wealth Development LLC
INCREASED195,100189,408+5,692+3%$5.5M$5.3M-$209.7K2026-10-22
New Capital Management LP
INCREASED192,666192,558+108+0%$5.6M$5.2M-$366.8K2026-10-29
JDH Wealth Management, LLC
INCREASED191,916190,149+1,767+1%$5.5M$5.2M-$317.3K2026-10-20
Colorado Capital Management, Inc.
INCREASED183,343176,587+6,756+4%$5.1K$5.0M+$5.0M2026-10-15
AlTi Global, Inc.
UNCHANGED179,651179,65100%$5.2M$4.9M-$344.9K2026-11-09
Amicus Financial Advisors, LLC
INCREASED177,267120,641+56,626+47%$3.5M$4.8M+$1.3M2026-11-03
Spire Wealth Management
INCREASED176,622174,100+2,522+1%$5.0M$4.8M-$266.1K2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED174,867185,748-10,881-6%$5.4M$4.7M-$651.0K2026-10-15
Physician Wealth Solutions Inc.
INCREASED171,798166,172+5,626+3%$4.8M$4.6M-$166.9K2026-10-14
Sage Rhino Capital LLC
INCREASED159,187158,646+541+0%$4.6M$4.3M-$290.0K2026-10-28
Cooper S Advisors, LLC
INCREASED157,833154,325+3,508+2%$4.5M$4.3M-$201.4K2026-11-03
LAM Group, Inc.
DECREASED153,865171,240-17,375-10%$5.0M$4.2M-$798.8K2026-10-26
Integrity Alliance, Llc.
DECREASED145,001147,170-2,169-1%$4.3M$3.9M-$341.2K2026-10-29
Wealth Advisors Northwest LLC
INCREASED128,372119,727+8,645+7%$3.5M$3.5M+$4.0K2026-10-29
Foundry Financial LLC
INCREASED125,619103,291+22,328+22%$3.0M$3.4M+$405.6K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED124,155121,683+2,472+2%$3.5M$3.4M-$166.8K2026-11-04
Cogent Strategic Wealth LLC
INCREASED120,854111,652+9,202+8%$3.2M$3.3M+$34.5K2026-10-22
Northwest Wealth Management, LLC
DECREASED120,801126,490-5,689-4%$3.7M$3.3M-$396.8K2026-10-30
Yardley Wealth Management LLC
INCREASED117,352113,791+3,561+3%$3.3M$3.2M-$122.1K2026-10-23
Burton Enright Welch
INCREASED109,563107,587+1,976+2%$3.1M$3.0M-$153.1K2026-11-04
Chicago Partners Investment Group LLC
INCREASED103,173102,696+477+0%$3.0M$2.9M-$185.0K2026-10-27
Sterling Wealth Management, Inc.
INCREASED101,56598,331+3,234+3%$2.8M$2.7M-$101.3K2026-10-23
Krilogy Financial LLC
DECREASED99,462113,307-13,845-12%$3.3M$2.7M-$563.2K2026-10-13
Sensenig Capital Advisors, Inc
INCREASED93,52687,769+5,757+7%$2.5M$2.5M-$12.8K2026-10-23
Park Avenue Securities LLC
INCREASED91,76578,975+12,790+16%$2.3M$2.5M+$194.0K2026-10-26
Veratis Advisors, Inc.
DECREASED91,13091,771-641-1%$2.7M$2.5M-$193.5K2026-11-03
Avant Financial Advisors LLC
INCREASED90,32786,174+4,153+5%$2.5M$2.4M-$53.1K2026-11-02
Poinciana Advisors Group, LLC
INCREASED88,31976,384+11,935+16%$2.2M$2.4M+$208.5K2026-11-06
Creative Planning
INCREASED88,13070,689+17,441+25%$2.0M$2.4M+$336.1K2026-11-02
HB Wealth Management, LLC
INCREASED87,60964,945+22,664+35%$1.9M$2.4M+$488.4K2026-10-23
Modera Wealth Management, LLC
INCREASED87,52636,532+50,994+140%$1.1M$2.4M+$1.3M2026-10-28
D.A. Davidson & Co.
DECREASED85,99586,602-607-1%$2.5M$2.3M-$182.7K2026-10-28
SC&H Financial Advisors, Inc.
INCREASED77,02170,221+6,800+10%$2.0M$2.1M+$49.1K2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED74,12472,249+1,875+3%$2.1M$2.0M-$88.0K2026-10-05
Meritas Wealth Management, LLC
INCREASED73,47973,460+19+0%$2.1M$2.0M-$140.5K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED72,78067,535+5,245+8%$2.0M$2.0M+$12.2K2026-10-14
CSP Financial Group, LLC
INCREASED70,65265,756+4,896+7%$1.9M$1.9M+$6.2K2026-10-26
Wealth Enhancement Trust Services, Inc.
INCREASED69,45412,495+56,959+456%$362.0K$1.9M+$1.5M2026-10-07
Vise Technologies, Inc.
INCREASED69,23435,003+34,231+98%$1.0M$1.9M+$858.7K2026-10-29
Root Financial Partners, LLC
INCREASED68,43031,523+36,907+117%$913.2K$1.9M+$937.8K2026-10-21
SageOak Financial, LLC
INCREASED67,85365,910+1,943+3%$1.9M$1.8M-$74.0K2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED64,61458,182+6,432+11%$1.7M$1.7M+$62.3K2026-10-16
Wheels Up Wealth, Inc.
INCREASED63,97263,937+35+0%$1.9M$1.7M-$121.8K2026-10-27
Beacon Hill Wealth Management Ltd.
INCREASED63,58953,094+10,495+20%$1.5M$1.7M+$181.9K2026-10-21
Kestra Advisory Services, LLC
INCREASED63,21553,357+9,858+18%$1.5M$1.7M+$164.2K2026-11-02
Prudent Investor Advisors, LLC
NEW62,979—+62,979——$1.7M—2026-10-22
Silvia Mccoll Wealth Management, LLC
INCREASED62,91360,771+2,142+4%$1.8M$1.7M-$58.8K2026-10-07
Abacus Planning Group, Inc.
INCREASED62,10838,104+24,004+63%$1.1M$1.7M+$576.1K2026-11-02
Ridgeline Wealth, LLC
INCREASED61,12258,466+2,656+5%$1.7M$1.7M-$25.7K2026-10-14
Outbound Financial Inc
INCREASED61,10459,364+1,740+3%$1.7M$1.7M-$66.9K2026-10-13
marrick wealth, LLC
INCREASED58,77556,390+2,385+4%$1.6M$1.6M-$43.7K2026-10-20
Abel Hall, LLC
INCREASED57,42456,313+1,111+2%$1.6M$1.6M-$78.1K2026-10-19
Geneos Wealth Management Inc.
INCREASED56,95253,279+3,673+7%$1.5M$1.5M-$2.9K2026-11-09
RED Lighthouse Investment Management, LLC
INCREASED53,68453,385+299+1%$1.5M$1.5M-$94.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED49,82435,067+14,757+42%$1.0M$1.3M+$332.0K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED48,82248,817+5+0%$1.4M$1.3M-$93.6K2026-10-21
Sutton Place Investors LLC
INCREASED47,96946,210+1,759+4%$1.3M$1.3M-$41.1K2026-10-20
W.H. Cornerstone Investments Inc.
DECREASED47,44649,531-2,085-4%$1.4M$1.3M-$151.5K2026-11-03
Three Arch Wealth Management LLC
DECREASED47,35647,516-1600%$1.4M$1.3M-$95.6K2026-10-20
Quarry Hill Advisors, LLC
INCREASED46,19737,062+9,135+25%$1.1M$1.2M+$175.9K2026-11-04
AA Financial Advisors, LLC
INCREASED45,81540,003+5,812+15%$1.2M$1.2M+$80.4K2026-10-19
Citigroup Inc
INCREASED45,65943,728+1,931+4%$1.3M$1.2M-$31.7K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED45,10141,878+3,223+8%$1.2M$1.2M+$6.8K2026-11-03
Acorn Wealth Advisors, LLC
INCREASED42,84836,888+5,960+16%$1.1M$1.2M+$90.4K2026-10-19
Merit Financial Group, LLC
INCREASED42,52738,416+4,111+11%$1.1M$1.2M+$37.4K2026-11-06
Heritage Investment Group, Inc.
UNCHANGED40,97340,97300%$1.2M$1.1M-$78.7K2026-11-03
Timonier Family Office, Ltd.
DECREASED40,30340,334-310%$1.2M$1.1M-$78.3K2026-11-03
Live Oak Private Wealth LLC
INCREASED38,58829,627+8,961+30%$858.3K$1.0M+$185.5K2026-11-02
Cypress Point Wealth Management, LLC
INCREASED37,78634,028+3,758+11%$985.8K$1.0M+$36.3K2026-11-03
Ares Financial Consulting, LLC
INCREASED37,16827,805+9,363+34%$805.5K$1.0M+$199.9K2026-10-19
Core Wealth Management, Inc.
DECREASED35,62535,791-1660%$1.0M$963.7K-$73.2K2026-10-22
Canvas Wealth Advisors, LLC
DECREASED34,35435,505-1,151-3%$1.0M$963.6K-$64.9K2026-11-02
Diversify Wealth Management, LLC
INCREASED33,60732,183+1,424+4%$969.0K$919.5K-$49.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED33,60732,183+1,424+4%$969.0K$919.5K-$49.6K2026-10-20
Equita Financial Network, Inc.
INCREASED33,60131,523+2,078+7%$913.2K$908.9K-$4.3K2026-10-19
Master's Wealth Management Inc.
DECREASED33,26934,274-1,005-3%$992.9K$899.9K-$93.0K2026-10-22
Tactive Advisors, LLC
INCREASED32,64818,097+14,551+80%$524.3K$883.1K+$358.9K2026-10-08
BWM Planning, LLC
INCREASED32,56232,339+223+1%$936.9K$880.8K-$56.1K2026-11-09
Mission Wealth Management, LP
DECREASED32,31233,343-1,031-3%$965.9K$874.0K-$91.9K2026-10-15
Market Street Wealth Management Advisors LLC
DECREASED31,35254,279-22,927-42%$1.6M$848.1K-$724.4K2026-10-09
Hutchinson Capital Management
INCREASED30,69630,471+225+1%$882.7K$830.3K-$52.4K2026-11-09
Shearwater Capital LLC
INCREASED29,97327,845+2,128+8%$806.7K$810.8K+$4.1K2026-10-13
Cogent Private Wealth, Inc.
UNCHANGED29,91029,91000%$866.5K$809.1K-$57.4K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED28,97415,590+13,384+86%$451.6K$783.7K+$332.1K2026-11-06
Signal Advisors Wealth, LLC
INCREASED28,94328,484+459+2%$825.2K$782.9K-$42.3K2026-10-13
MB Generational Wealth, LLC
INCREASED28,90025,552+3,348+13%$740.2K$781.8K+$41.5K2026-11-09
Foster Group, Inc.
INCREASED28,25427,109+1,145+4%$785.4K$764.3K-$21.1K2026-10-13
Heffernan Advisory, Inc
INCREASED28,10022,681+5,419+24%$657.1K$760.1K+$103.0K2026-10-13
Larry Mathis Financial Planning, LLC
INCREASED27,12012,695+14,425+114%$367.8K$733.6K+$365.8K2026-10-26
Kane Co Wealth Management, Inc.
INCREASED26,78923,807+2,982+13%$689.7K$724.6K+$34.9K2026-11-04
Brookstone Capital Management
INCREASED25,69514,323+11,372+79%$414.9K$695.1K+$280.1K2026-10-22
Capstone Wealth Management, LLC
INCREASED25,67323,062+2,611+11%$668.1K$694.5K+$26.4K2026-11-02
Firethorn Wealth Partners, LLC
INCREASED25,43025,277+153+1%$732.3K$687.9K-$44.4K2026-10-14
Essential Planning, Llc.
INCREASED25,27021,058+4,212+20%$610.1K$683.6K+$73.5K2026-10-21
Truist Financial Corp
INCREASED24,89922,626+2,273+10%$655.5K$673.5K+$18.1K2026-10-30
Tandemgrowth Financial Advisors LLC
INCREASED24,52024,368+152+1%$705.9K$663.3K-$42.7K2026-11-05
Mills Wealth Advisors LLC
INCREASED24,50114,384+10,117+70%$416.7K$662.7K+$246.0K2026-10-22
Great Valley Advisor Group, Inc.
INCREASED23,92020,770+3,150+15%$602.1K$647.2K+$45.2K2026-11-09
Collective Family Office LLC
INCREASED23,17022,863+307+1%$662.3K$626.7K-$35.6K2026-10-05
First Pacific Financial
INCREASED22,28422,105+179+1%$640.4K$602.8K-$37.6K2026-10-14
Seaside Wealth Management, Inc.
INCREASED21,76721,732+35+0%$629.6K$588.8K-$40.8K2026-11-09
Oath Planning, LLC
INCREASED21,63821,610+28+0%$626.1K$585.3K-$40.7K2026-10-20
Aerodigm Wealth, LLC
INCREASED21,05920,736+323+2%$600.7K$569.6K-$31.1K2026-10-16
Leading Edge Financial Planning LLC
DECREASED20,64024,367-3,727-15%$705.9K$558.3K-$147.6K2026-10-23
Selective Wealth Management, Inc.
INCREASED19,43215,186+4,246+28%$454.7K$531.7K+$77.0K2026-10-16
Hill Island Financial LLC
NEW19,300—+19,300——$522.1K—2026-10-20
Triad Wealth Partners, LLC
INCREASED18,48016,030+2,450+15%$477.2K$499.9K+$22.7K2026-10-26
Signaturefd, LLC
INCREASED18,22416,263+1,961+12%$471.1K$493.0K+$21.8K2026-10-23
Foundation Wealth Management, Llc\pa
UNCHANGED17,53317,53300%$507.9K$474.3K-$33.7K2026-10-14
Nwam LLC
INCREASED17,17516,757+418+2%$485.4K$464.6K-$20.8K2026-11-09
Choreo, LLC
INCREASED16,92811,996+4,932+41%$347.5K$457.9K+$110.4K2026-10-28
Simplicity Wealth,LLC
DECREASED16,66617,440-774-4%$505.2K$450.8K-$54.4K2026-10-23
BIP Wealth, LLC
INCREASED16,09110,777+5,314+49%$312.2K$435.3K+$123.1K2026-10-22
Regions Financial Corp
NEW15,333—+15,333——$414.8K—2026-11-05
Navigate Wealth Management, LLC
INCREASED15,28214,909+373+3%$446.4K$415.5K-$30.9K2026-10-14
Investmark Advisory Group LLC
INCREASED15,03913,734+1,305+10%$397.9K$406.9K+$9.0K2026-10-27
Two West Capital Advisors LLC
INCREASED14,59314,160+433+3%$421.5K$398.1K-$23.4K2026-10-15
Elevate Wealth Advisory, Inc
INCREASED14,5214,963+9,558+193%$143.8K$392.8K+$249.0K2026-10-29
IFP Advisors, Inc
INCREASED14,42913,396+1,033+8%$388.1K$390.3K+$2.2K2026-10-16
Global Financial Private Client, LLC
INCREASED14,40511,699+2,706+23%$338.9K$389.7K+$50.7K2026-10-15
Abacus Wealth Partners, LLC
DECREASED14,33120,933-6,602-32%$606.5K$387.7K-$218.9K2026-11-03
Hutchens & Kramer Investment Management Group, LLC
DECREASED13,20113,316-115-1%$385.8K$357.1K-$28.7K2026-10-16
SouthState Bank Corp
UNCHANGED12,97712,97700%$375.9K$351.0K-$24.9K2026-11-09
Squire Investment Management Company, LLC
INCREASED12,93911,894+1,045+9%$344.6K$350.0K+$5.4K2026-11-03
Donalies Financial Planning, LLC
INCREASED12,59512,188+407+3%$353.1K$340.7K-$12.4K2026-10-19
Vested Financial Planning, LLC
INCREASED12,28710,102+2,185+22%$292.7K$332.4K+$39.7K2026-10-28
Approach Retirement Advisors, LLC
DECREASED12,08812,994-906-7%$376.4K$327.0K-$49.5K2026-10-22
Strathmore Capital Advisors, Inc.
NEW11,391—+11,391——$325.3K—2026-11-09
Concurrent Investment Advisors, LLC
NEW11,318—+11,318——$306.2K—2026-10-16
Fonville Wealth Management LLC
NEW11,302—+11,302——$305.7K—2026-10-28
Assetmark, Inc
DECREASED11,12513,438-2,313-17%$389.3K$300.9K-$88.4K2026-10-21
Apollon Wealth Management, LLC
INCREASED11,00810,531+477+5%$305.1K$297.8K-$7.3K2026-10-23
McGrath & Associates, Inc.
DECREASED10,90212,580-1,678-13%$364.4K$294.9K-$69.5K2026-10-27
KFG Wealth Management, LLC
DECREASED10,56412,456-1,892-15%$360.9K$285.8K-$75.1K2026-10-16
Security Financial Services, Inc.
DECREASED10,17010,174-40%$294.7K$275.1K-$19.6K2026-10-29
Thrivent Financial for Lutherans
NEW9,883—+9,883——$267.0K—2026-11-05
Vilga Financial Planning LLC
UNCHANGED9,7289,72800%$281.8K$263.1K-$18.7K2026-10-09
Demming Financial Services Corp
INCREASED9,3197,446+1,873+25%$215.7K$252.1K+$36.4K2026-11-09
Gemmer Asset Management LLC
NEW9,052—+9,052——$244.8K—2026-10-16
HMV Wealth Advisors, LLC
UNCHANGED8,9758,97500%$260.0K$242.8K-$17.2K2026-10-27
Earned Wealth Advisors, LLC
INCREASED8,9488,880+68+1%$257.3K$242.0K-$15.2K2026-11-06
Client 1ST Advisory Group, LLC
DECREASED8,55410,583-2,029-19%$306.6K$231.4K-$75.2K2026-10-19
IFG Advisors, LLC
INCREASED8,4158,306+109+1%$240.6K$227.6K-$13.0K2026-10-15
Washington Trust Advisors, Inc.
INCREASED8,2116,611+1,600+24%$191.5K$222.1K+$30.6K2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED8,0197,636+383+5%$221.2K$216.9K-$4.3K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED5,6574,699+958+20%$136.1K$153.0K+$16.9K2026-11-03
3 Factor Indexing, LLC
UNCHANGED4,6624,66200%$135.1K$126.1K-$9.0K2026-10-15
Rachor Investment Advisory Services, LLC
INCREASED4,3114,077+234+6%$118.1K$116.6K-$1.5K2026-10-29
Fifth Third Bancorp
INCREASED3,6291,419+2,210+156%$41.1K$98.2K+$57.1K2026-11-05
Angeles Wealth Management, LLC
UNCHANGED3,3683,36800%$97.6K$91.1K-$6.5K2026-10-26
Private Trust Co NA
UNCHANGED3,0003,00000%$86.9K$81.2K-$5.8K2026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED2,4622,46200%$71.3K$66.6K-$4.7K2026-10-22
Redwood Park Advisors LLC
INCREASED1,9091,899+10+1%$55.0K$51.6K-$3.4K2026-11-02
Bessemer Group Inc
UNCHANGED1,6891,68900%$49.0K$46.0K-$3.0K2026-11-09
CNB Bank
UNCHANGED1,2001,20000%$34.8K$32.5K-$2.3K2026-11-09
Cardiff Park Advisors, LLC
NEW1,016—+1,016——$27.5K—2026-11-09
RHL Group, LLC
INCREASED952916+36+4%$26.6K$25.7K-$8252026-11-04
Blume Capital Management, Inc.
UNCHANGED90590500%$26.2K$24.5K-$1.7K2026-10-26
Parkside Financial Bank & Trust
UNCHANGED77977900%$22.6K$21.1K-$1.5K2026-10-27
Concord Wealth Partners
UNCHANGED59359300%$17.2K$16.0K-$1.1K2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED532834-302-36%$24.2K$14.4K-$9.8K2026-10-15
Larson Financial Group LLC
DECREASED5121,076-564-52%$31.2K$13.9K-$17.3K2026-11-05
Balance Wealth Partners LLC
NEW346—+346——$9.4K—2026-10-27
Ascentis Independent Advisors
NEW315—+315——$8.5K—2026-11-03
Barrett & Company, Inc.
UNCHANGED27927900%$8.1K$7.5K-$5362026-10-22
CoreCap Advisors, LLC
INCREASED265263+2+1%$7.6K$7.2K-$4512026-10-08
Strive Financial Group,LLC
UNCHANGED25225200%$7.3K$6.8K-$4832026-11-09
Farmers & Merchants Investments Inc
NEW233—+233——$6.3K—2026-10-22
Elevation Wealth Partners, LLC
INCREASED213211+2+1%$6.1K$5.8K-$3552026-10-07
Capital Investment Advisory Services, LLC
NEW181—+181——$4.9K—2026-10-30
Compass Financial Management LLC
NEW107—+107——$2.9K—2026-10-30
Jacobi Capital Management LLC
NEW47—+47——$1.3K—2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED292900%$840$784-$562026-11-05
Key Capital Management, Inc
INCREASED1814+4+29%$406$487+$812026-11-03
CogentBlue Wealth Advisors, LLC
CLOSED0258,053-258,053-100%$7.5M$0-$7.5M2026-10-09
Five Oceans Advisors
CLOSED016,648-16,648-100%$482.3K$0-$482.3K2026-10-22
Wolfstich Capital, LLC
CLOSED013,388-13,388-100%$392.8K$0-$392.8K2026-10-14
Wedmont Private Capital
CLOSED09,585-9,585-100%$280.2K$0-$280.2K2026-10-09
Tillman Hartley LLC
CLOSED06,976-6,976-100%$202.1K$0-$202.1K2026-11-06
Arlington Trust Co LLC
CLOSED0908-908-100%$26.3K$0-$26.3K2026-10-20
IFG Advisory, LLC
CLOSED0808-808-100%$23.4K$0-$23.4K2026-11-09
Hantz Financial Services, Inc.
CLOSED0645-645-100%$19$0-$192026-11-09
Evermay Wealth Management LLC
CLOSED0621-621-100%$18.0K$0-$18.0K2026-11-05
Rossby Financial, LCC
CLOSED019-19-100%$550$0-$5502026-11-05
JMG Financial Group, Ltd.
N/A—6,710,457-6,710,457-100%$194.4M———
Focus Partners Wealth
N/A—3,958,658-3,958,658-100%$114.7M———
Wealthspire Advisors, LLC
N/A—2,777,041-2,777,041-100%$80.5M———
Focus Partners Advisor Solutions, LLC
N/A—2,168,246-2,168,246-100%$62.8M———
Rather & Kittrell, Inc.
N/A—1,193,486-1,193,486-100%$34.6M———
Financial Plan, Inc.
N/A—1,006,202-1,006,202-100%$29.1M———
WPWealth LLP
N/A—927,899-927,899-100%$26.9M———
OneDigital Investment Advisors LLC
N/A—827,005-827,005-100%$24.0M———
Beacon Pointe Advisors, LLC
N/A—665,263-665,263-100%$19.3M———
Envestnet Asset Management Inc
N/A—631,263-631,263-100%$18.3M———
Aspen Capital Management, LLC
N/A—553,939-553,939-100%$16.0M———
Planning Center, Inc.
N/A—551,990-551,990-100%$16.0M———
Geometric Wealth Advisors
N/A—465,667-465,667-100%$13.5M———
Flow Traders U.S. LLC
N/A—405,981-405,981-100%$11.8M———
American Investment Services, Inc.
N/A—386,559-386,559-100%$11.2M———
Bridge Generations Wealth Management LLC
N/A—370,107-370,107-100%$10.7M———
Vestmark Advisory Solutions, Inc.
N/A—366,862-366,862-100%$10.6M———
GeoWealth Management, LLC
N/A—256,697-256,697-100%$7.4M———
Arax Advisory Partners
N/A—242,418-242,418-100%$7.0M———
Parkwoods Wealth Partners, LLC
N/A—237,237-237,237-100%$6.9M———
Forum Private Client Group LLC
N/A—221,089-221,089-100%$6.4M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—208,828-208,828-100%$6.0M———
Platform Wealth Management, LLC
N/A—201,799-201,799-100%$5.8M———
Vawter Financial, Ltd.
N/A—200,438-200,438-100%$5.8M———
Ruedi Wealth Management, Inc.
N/A—199,828-199,828-100%$5.8M———
Osaic Holdings, Inc.
N/A—199,311-199,311-100%$5.8M———
HFM Investment Advisors, LLC
N/A—199,061-199,061-100%$5.8M———
von Borstel & Associates, Inc.
N/A—182,309-182,309-100%$5.3M———
Balanced Rock Investment Advisors LLC
N/A—175,340-175,340-100%$5.1M———
Pathstone Holdings, LLC
N/A—159,112-159,112-100%$4.6M———
EP Wealth Advisors, LLC
N/A—158,716-158,716-100%$4.6M———
JPMorgan Chase & Co
N/A—157,375-157,375-100%$4.6M———
Betterment LLC
N/A—151,480-151,480-100%$4.4M———
Old Mission Capital LLC
N/A—138,375-138,375-100%$4.0M———
Claris Advisors, LLC / MO /
N/A—125,318-125,318-100%$3.6M———
LRI Investments, LLC
N/A—124,656-124,656-100%$3.6M———
Mercer Global Advisors Inc
N/A—123,992-123,992-100%$3.6M———
KEB Asset Management, LLC
N/A—123,494-123,494-100%$3.6M———
Mosaic Family Wealth Partners, LLC
N/A—121,763-121,763-100%$3.5M———
Stratos Investment Management, LLC
N/A—120,281-120,281-100%$3.5M———
Longview Financial Advisors LLC
N/A—113,450-113,450-100%$3.3M———
Raymond James Financial Inc
N/A—106,134-106,134-100%$3.1M———
Aegis Wealth Management LLC
N/A—95,934-95,934-100%$2.8M———
MML Investors Services, LLC
N/A—94,372-94,372-100%$2.7M———
Foundations Investment Advisors, LLC
N/A—92,122-92,122-100%$2.7M———
Orion Porfolio Solutions, LLC
N/A—89,074-89,074-100%$2.6M———
NewEdge Advisors, LLC
N/A—85,033-85,033-100%$2.5M———
Morris Financial Concepts, Inc.
N/A—82,343-82,343-100%$2.4M———
Sterling Wealth Advisors Inc
N/A—80,071-80,071-100%$2.3M———
Financial Engines Advisors L.L.C.
N/A—78,409-78,409-100%$2.3M———
Jane Street Group, LLC
N/A—71,113-71,113-100%$2.1M———
Vistica Wealth Advisors, LLC
N/A—67,497-67,497-100%$2.0M———
Hill Investment Group Partners, LLC
N/A—67,170-67,170-100%$1.9M———
UBS Asset Management Americas LLC
N/A—62,418-62,418-100%$1.8M———
Savvy Advisors, Inc.
N/A—61,491-61,491-100%$1.8M———
Vantage Point Financial LLC
N/A—58,064-58,064-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—56,151-56,151-100%$1.6M———
McNamara Financial Services, Inc.
N/A—54,011-54,011-100%$1.6M———
Optimus Capital Advisors, LLC
N/A—53,819-53,819-100%$1.6M———
Cerity Partners LLC
N/A—53,440-53,440-100%$1.5M———
AQR Capital Management LLC
N/A—52,052-52,052-100%$1.5M———
TRU Independence Asset Management 2, LLC
N/A—49,427-49,427-100%$1.4M———
Susquehanna International Group, LLP
N/A—47,402-47,402-100%$1.4M———
Keyvantage Wealth, LLC
N/A—47,322-47,322-100%$1.4M———
Brand Asset Management Group, Inc.
N/A—47,298-47,298-100%$1.4M———
E-Wealth Partners, LLC
N/A—45,960-45,960-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—42,567-42,567-100%$1.2M———
Captrust Financial Advisors
N/A—41,852-41,852-100%$1.2M———
WorthPointe, LLC
N/A—41,372-41,372-100%$1.2M———
Stifel Financial Corp
N/A—38,406-38,406-100%$1.1M———
D. E. Shaw & Co., Inc.
N/A—33,609-33,609-100%$973.7K———
Mariner, LLC
N/A—29,645-29,645-100%$858.8K———
Private Advisor Group, LLC
N/A—26,413-26,413-100%$765.2K———
UBS Group AG
N/A—25,673-25,673-100%$743.7K———
Smartleaf Asset Management LLC
N/A—23,904-23,904-100%$703.3K———
Equitable Holdings, Inc.
N/A—21,958-21,958-100%$636.1K———
KM Capital Management Ltd.
N/A—21,693-21,693-100%$628.4K———
Jackson Thornton Wealth Management, LLC
N/A—19,412-19,412-100%$562.4K———
Mission Hills Financial Advisory, LLC
N/A—17,853-17,853-100%$517.2K———
Wells Fargo & Company
N/A—13,804-13,804-100%$399.9K———
Cetera Investment Advisers
N/A—13,723-13,723-100%$397.6K———
Invst, LLC
N/A—13,582-13,582-100%$393.5K———
Morgan Stanley
N/A—13,002-13,002-100%$376.7K———
GTS Securities LLC
N/A—12,786-12,786-100%$370.4K———
Nicolet Bankshares Inc
N/A—12,000-12,000-100%$347.6K———
Summit Financial, LLC
N/A—11,174-11,174-100%$323.7K———
Dopkins Wealth Management, LLC
N/A—11,026-11,026-100%$319.4K———
Rehmann Capital Advisory Group
N/A—10,843-10,843-100%$314.1K———
Ponta Wealth Partners, LLC
N/A—10,684-10,684-100%$309.5K———
CreativeOne Wealth, LLC
N/A—9,813-9,813-100%$284.3K———
Stratos Wealth Partners, Ltd.
N/A—9,744-9,744-100%$282.3K———
Fidelis Capital Partners, LLC
N/A—8,500-8,500-100%$246.2K———
HRT Financial LP
N/A—8,055-8,055-100%$233.0K———
Professional Financial Solutions LLC
N/A—7,922-7,922-100%$229.5K———
Xcelsior Advisor Partners LLC
N/A—7,736-7,736-100%$224.1K———
Arkadios Wealth Advisors
N/A—7,487-7,487-100%$216.9K———
Mayflower Financial Advisors, LLC
N/A—7,324-7,324-100%$212.2K———
Sanctuary Advisors, LLC
N/A—7,266-7,266-100%$210.5K———
Royal Bank of Canada
N/A—6,130-6,130-100%$178.0K———
Keating Financial Advisory Services, Inc.
N/A—5,957-5,957-100%$172.6K———
AE Wealth Management LLC
N/A—4,190-4,190-100%$121.4K———
FMR LLC
N/A—3,653-3,653-100%$105.8K———
National Bank of Canada
N/A—2,734-2,734-100%$79.9K———
Nalls Sherbakoff Group, LLC
N/A—2,221-2,221-100%$64.3K———
Quarry LP
N/A—1,961-1,961-100%$56.8K———
Qube Research & Technologies Ltd
N/A—1,523-1,523-100%$44.1K———
Millstone Evans Group, LLC
N/A—1,401-1,401-100%$40.6K———
Topsail Wealth Management, LLC
N/A—1,164-1,164-100%$33.7K———
Colonial Trust Co / SC
N/A—1,091-1,091-100%$31.6K———
Northwestern Mutual Wealth Management Co
N/A—998-998-100%$28.9K———
O'shaughnessy Asset Management, LLC
N/A—575-575-100%$16.7K———
Strategic Investment Solutions, Inc.
N/A—349-349-100%$10.1K———
Strategic Wealth Partners, Ltd.
N/A—223-223-100%$6.5K———
Fiduciary Financial Advisors
N/A—184-184-100%$5.3K———
Howe & Rusling Inc
N/A—167-167-100%$4.8K———
Aptus Capital Advisors, LLC
N/A—128-128-100%$3.7K———
BlackRock, Inc.
N/A—43-43-100%$1.2K———
Rockefeller Capital Management L.P.
N/A—26-26-100%$753———
Showing 357 of 357 institutions