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DIM US Large Cap Value ETF (DFLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Savant Capital, LLC
INCREASED
Shares30,412,952 from 25,486,113
Change+4,926,839 (+19%)
Value$1.2B (+$210.9M)
Filed 2026-11-06
Root Financial Partners, LLC
INCREASED
Shares5,223,140 from 4,713,950
Change+509,190 (+11%)
Value$209.8M (+$23.4M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares5,162,450 from 4,593,828
Change+568,622 (+12%)
Value$207.4M (+$25.7M)
Filed 2026-10-29
Foster Group, Inc.
DECREASED
Shares3,838,030 from 4,003,590
Change-165,560 (-4%)
Value$154.2M (-$4.1M)
Filed 2026-10-13
Summit Financial Strategies, Inc.
INCREASED
Shares2,699,514 from 2,481,330
Change+218,184 (+9%)
Value$108.4M (+$10.3M)
Filed 2026-10-14
Coldstream Capital Management Inc
DECREASED
Shares2,255,854 from 2,337,885
Change-82,031 (-4%)
Value$90.6M (-$1.8M)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares2,027,159 from 1,908,901
Change+118,258 (+6%)
Value$81.4M (+$6.0M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares1,975,047 from 1,536,111
Change+438,936 (+29%)
Value$80.0M (+$18.8M)
Filed 2026-10-08
DiNuzzo Private Wealth, Inc.
DECREASED
Shares1,750,198 from 1,758,222
Change-8,024 (0%)
Value$70.3M (+$785.3K)
Filed 2026-10-16
Quent Capital, LLC
INCREASED
Shares1,641,090 from 1,534,807
Change+106,283 (+7%)
Value$67.4M (+$6.7M)
Filed 2026-11-09
Bank of Montreal
INCREASED
Shares1,621,839 from 1,567,008
Change+54,831 (+4%)
Value$65.1M (+$3.2M)
Filed 2026-11-09
Index Fund Advisors, Inc.
INCREASED
Shares1,543,428 from 1,446,042
Change+97,386 (+7%)
Value$62.0M (+$4.8M)
Filed 2026-11-05
Phillips Financial Management, LLC
INCREASED
Shares1,436,766 from 1,363,899
Change+72,867 (+5%)
Value$57.7M (+$3.8M)
Filed 2026-10-19
Eclectic Associates Inc
INCREASED
Shares1,280,833 from 1,032,580
Change+248,253 (+24%)
Value$51.5M (+$10.6M)
Filed 2026-10-09
Family Investment Center, Inc.
NEW
Shares1,274,790
Change+1,274,790
Value$51.2M
Filed 2026-10-19
Mather Group, Llc.
DECREASED
Shares1,224,452 from 1,279,784
Change-55,332 (-4%)
Value$49.2M (-$1.4M)
Filed 2026-10-14
Diversified Portfolios, Inc.
INCREASED
Shares1,097,978 from 1,024,846
Change+73,132 (+7%)
Value$44.1M (+$3.6M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,075,599 from 787,192
Change+288,407 (+37%)
Value$43.9M (+$12.4M)
Filed 2026-10-13
Destiny Wealth Partners, LLC
INCREASED
Shares1,070,754 from 988,557
Change+82,197 (+8%)
Value$44.9M (+$4.6M)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED
Shares969,757 from 338,555
Change+631,202 (+186%)
Value$39.0M (+$25.6M)
Filed 2026-10-16
Acropolis Investment Management, LLC
DECREASED
Shares916,824 from 918,156
Change-1,332 (0%)
Value$36.8M (+$525.0K)
Filed 2026-10-08
Linscomb Wealth, Inc.
INCREASED
Shares871,542 from 866,940
Change+4,602 (+1%)
Value$35.0M (+$731.0K)
Filed 2026-11-05
EnRich Financial Partners LLC
DECREASED
Shares834,876 from 852,592
Change-17,716 (-2%)
Value$33.5M (-$174.5K)
Filed 2026-10-21
Wescott Financial Advisory Group, LLC
INCREASED
Shares822,332 from 802,407
Change+19,925 (+2%)
Value$33.0M (+$1.3M)
Filed 2026-11-09
Lakeshore Financial Planning, Inc.
INCREASED
Shares770,614 from 767,113
Change+3,501 (+0%)
Value$31.0M (+$623.8K)
Filed 2026-10-13
Tilson Financial Group, Inc.
DECREASED
Shares766,131 from 788,526
Change-22,395 (-3%)
Value$30.8M (-$402.8K)
Filed 2026-11-09
Wealth Architects, LLC
INCREASED
Shares755,845 from 686,834
Change+69,011 (+10%)
Value$30.4M (+$3.2M)
Filed 2026-11-03
Acorn Creek Capital LLC
DECREASED
Shares729,872 from 747,506
Change-17,634 (-2%)
Value$29.3M (-$237.5K)
Filed 2026-11-05
Stage Harbor Financial, LLC
DECREASED
Shares700,295 from 703,973
Change-3,678 (-1%)
Value$28.1M (+$295.7K)
Filed 2026-11-03
Three Arch Wealth Management LLC
INCREASED
Shares665,777 from 652,830
Change+12,947 (+2%)
Value$26.7M (+$931.4K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares626,792 from 604,791
Change+22,001 (+4%)
Value$25.2M (+$1.3M)
Filed 2026-11-02
Evanson Financial, LLC
DECREASED
Shares606,328 from 611,465
Change-5,137 (-1%)
Value$24.4M (+$178.9K)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares597,509 from 550,562
Change+46,947 (+9%)
Value$24.0M (+$2.2M)
Filed 2026-11-06
Foundry Financial LLC
INCREASED
Shares595,794 from 477,912
Change+117,882 (+25%)
Value$23.9M (+$5.0M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares508,776 from 497,099
Change+11,677 (+2%)
Value$20.4M (+$782.2K)
Filed 2026-11-02
Trinity Financial Advisors LLC
DECREASED
Shares469,483 from 471,031
Change-1,548 (0%)
Value$18.9M (+$234.6K)
Filed 2026-10-09
West Financial Advisors, LLC
DECREASED
Shares462,061 from 471,407
Change-9,346 (-2%)
Value$18.6M (-$78.5K)
Filed 2026-10-22
Austin Asset Management Co Inc
INCREASED
Shares444,672 from 432,061
Change+12,611 (+3%)
Value$17.9M (+$778.8K)
Filed 2026-10-29
Sachem Hill LLC
INCREASED
Shares438,039 from 425,503
Change+12,536 (+3%)
Value$17.6M (+$771.6K)
Filed 2026-10-14
Kelly Financial Group LLC
DECREASED
Shares426,660 from 427,276
Change-616 (0%)
Value$17.1M (+$244.4K)
Filed 2026-10-16
Burk Holdings LLC
INCREASED
Shares405,694 from 397,202
Change+8,492 (+2%)
Value$16.3M (+$591.4K)
Filed 2026-11-05
Equita Financial Network, Inc.
INCREASED
Shares401,637 from 381,015
Change+20,622 (+5%)
Value$16.1M (+$1.1M)
Filed 2026-10-19
BOS Asset Management, LLC
INCREASED
Shares400,058 from 381,679
Change+18,379 (+5%)
Value$16.1M (+$978.8K)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares395,250 from 377,908
Change+17,342 (+5%)
Value$15.6M (+$685.7K)
Filed 2026-11-06
Sterling Wealth Management, Inc.
INCREASED
Shares393,262 from 382,903
Change+10,359 (+3%)
Value$15.8M (+$657.3K)
Filed 2026-10-23
Prudent Man Investment Management, Inc.
INCREASED
Shares387,583 from 301,855
Change+85,728 (+28%)
Value$15.6M (+$5.2M)
Filed 2026-11-03
Maryland Capital Advisors Inc.
INCREASED
Shares376,013 from 363,491
Change+12,522 (+3%)
Value$15.1M (+$732.0K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares368,368 from 372,554
Change-4,186 (-1%)
Value$15.3M (+$264.0K)
Filed 2026-10-27
Navigate Wealth Management, LLC
INCREASED
Shares351,743 from 318,313
Change+33,430 (+11%)
Value$14.4M (+$1.7M)
Filed 2026-10-14
Pillar Financial Advisors, LLC
INCREASED
Shares350,975 from 321,024
Change+29,951 (+9%)
Value$14.1M (+$1.4M)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares346,705 from 311,098
Change+35,607 (+11%)
Value$13.9M (+$2.8M)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares336,950 from 340,059
Change-3,109 (-1%)
Value$13.5M (+$89.3K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares335,220 from 5,462
Change+329,758 (+6037%)
Value$13.5M (+$13.2M)
Filed 2026-10-30
Monograph Wealth Advisors, LLC
INCREASED
Shares333,433 from 318,423
Change+15,010 (+5%)
Value$13.4M (+$803.6K)
Filed 2026-11-09
WJ Wealth Management, LLC
INCREASED
Shares333,326 from 265,332
Change+67,994 (+26%)
Value$13.4M (+$2.9M)
Filed 2026-11-03
Studio Investment Management LLC
INCREASED
Shares331,242 from 184,091
Change+147,151 (+80%)
Value$13.3M (+$6.0M)
Filed 2026-10-22
Legacy Financial Group, Inc.
INCREASED
Shares316,722 from 304,363
Change+12,359 (+4%)
Value$12.7M (+$688.2K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
INCREASED
Shares309,259 from 300,749
Change+8,510 (+3%)
Value$12.4M (+$531.3K)
Filed 2026-10-13
Gemmer Asset Management LLC
INCREASED
Shares307,661 from 300,648
Change+7,013 (+2%)
Value$12.4M (+$471.1K)
Filed 2026-10-16
Private Advisory Group LLC
INCREASED
Shares307,610 from 272,639
Change+34,971 (+13%)
Value$12.4M (+$1.6M)
Filed 2026-11-06
TCI Wealth Advisors, Inc.
DECREASED
Shares306,936 from 307,093
Change-157 (0%)
Value$12.3M (+$187.2K)
Filed 2026-10-30
Level Financial Advisors
INCREASED
Shares305,492 from 302,324
Change+3,168 (+1%)
Value$12.3M (+$317.7K)
Filed 2026-10-13
Modera Wealth Management, LLC
DECREASED
Shares304,402 from 320,229
Change-15,827 (-5%)
Value$12.2M (-$434.0K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares294,349 from 304,563
Change-10,214 (-3%)
Value$11.8M (-$218.0K)
Filed 2026-11-02
Golden Bell Financial Planning LLC
INCREASED
Shares290,367 from 282,956
Change+7,411 (+3%)
Value$11.7M (+$476.0K)
Filed 2026-11-02
Mustard Seed Financial, LLC
INCREASED
Shares274,863 from 259,655
Change+15,208 (+6%)
Value$11.0M (+$774.5K)
Filed 2026-10-30
FinDec Wealth Services, Inc.
DECREASED
Shares267,259 from 276,532
Change-9,273 (-3%)
Value$10.7M (-$198.3K)
Filed 2026-10-30
BIP Wealth, LLC
INCREASED
Shares256,177 from 197,090
Change+59,087 (+30%)
Value$10.3M (+$2.5M)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares245,774 from 123,649
Change+122,125 (+99%)
Value$9.9M (+$5.0M)
Filed 2026-10-23
CPA Asset Management Group, LLC
INCREASED
Shares241,593 from 205,170
Change+36,423 (+18%)
Value$9.7M (+$1.6M)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares229,719 from 208,322
Change+21,397 (+10%)
Value$9.2M (+$990.7K)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares225,485 from 210,479
Change+15,006 (+7%)
Value$9.1M (+$735.4K)
Filed 2026-10-22
Bfsg, LLC
INCREASED
Shares220,284 from 210,183
Change+10,101 (+5%)
Value$8.8M (+$538.2K)
Filed 2026-10-30
Vestia Personal Wealth Advisors
INCREASED
Shares216,111 from 193,131
Change+22,980 (+12%)
Value$8.7M (+$1.0M)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares201,833 from 19,946
Change+181,887 (+912%)
Value$8.1M (+$7.3M)
Filed 2026-10-16
GEM Asset Management, LLC
INCREASED
Shares193,046 from 166,201
Change+26,845 (+16%)
Value$7.8M (+$1.2M)
Filed 2026-10-13
Johnson Wealth Management, LLC
INCREASED
Shares187,122 from 180,888
Change+6,234 (+3%)
Value$7.5M (+$364.4K)
Filed 2026-11-09
Sentinel Pension Advisors, LLC
INCREASED
Shares186,759 from 181,231
Change+5,528 (+3%)
Value$7.5M (+$260.1K)
Filed 2026-11-02
Elevate Wealth Advisory, Inc
INCREASED
Shares181,313 from 154,974
Change+26,339 (+17%)
Value$7.3M (+$1.2M)
Filed 2026-10-29
Redwood Park Advisors LLC
INCREASED
Shares170,324 from 170,065
Change+259 (+0%)
Value$6.8M (+$117.5K)
Filed 2026-11-02
Master's Wealth Management Inc.
INCREASED
Shares166,819 from 156,146
Change+10,673 (+7%)
Value$6.7M (+$527.1K)
Filed 2026-10-22
Pandowealth. LLC
NEW
Shares154,541
Change+154,541
Value$6.3M
Filed 2026-11-09
Mills Wealth Advisors LLC
INCREASED
Shares152,185 from 143,822
Change+8,363 (+6%)
Value$6.1M (+$426.6K)
Filed 2026-10-22
Cascade Wealth Advisors, Inc
NEW
Shares151,973
Change+151,973
Value$6.2M
Filed 2026-11-09
First Financial Group Corp
INCREASED
Shares145,797 from 140,737
Change+5,060 (+4%)
Value$5.9M (+$291.9K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares140,461 from 133,894
Change+6,567 (+5%)
Value$5.6M (+$348.1K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
DECREASED
Shares132,598 from 133,859
Change-1,261 (-1%)
Value$5.3M (+$33.7K)
Filed 2026-10-21
Porter White Investment Advisors, Inc.
INCREASED
Shares131,240 from 66,124
Change+65,116 (+98%)
Value$5.3M (+$2.7M)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
INCREASED
Shares130,218 from 86,988
Change+43,230 (+50%)
Value$5.2M (+$1.8M)
Filed 2026-11-02
DBK Financial Counsel, LLC
DECREASED
Shares126,992 from 127,313
Change-321 (0%)
Value$5.1M (+$67.3K)
Filed 2026-10-13
Advisortrust Partners, LLC
UNCHANGED
Shares126,678 from 126,678
Change0 (0%)
Value$5.1M (+$79.8K)
Filed 2026-11-02
Sprinkle Financial Consultants LLC
INCREASED
Shares124,986 from 124,514
Change+472 (+0%)
Value$5.0M (+$97.5K)
Filed 2026-10-09
CLG LLC
INCREASED
Shares121,873 from 119,862
Change+2,011 (+2%)
Value$4.9M (+$156.3K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares121,791 from 121,791
Change0 (0%)
Value$4.8M ($0)
Filed 2026-10-26
Plancorp, LLC
DECREASED
Shares117,879 from 119,407
Change-1,528 (-1%)
Value$4.9M (+$143.9K)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED
Shares116,429 from 121,175
Change-4,746 (-4%)
Value$4.7M (-$114.3K)
Filed 2026-10-26
Apeiron RIA LLC
INCREASED
Shares116,042 from 96,480
Change+19,562 (+20%)
Value$4.7M (+$864.0K)
Filed 2026-10-08
Collective Family Office LLC
INCREASED
Shares113,466 from 110,012
Change+3,454 (+3%)
Value$4.6M (+$208.1K)
Filed 2026-10-05
Strategent Financial, LLC
INCREASED
Shares110,952 from 94,486
Change+16,466 (+17%)
Value$4.5M (+$721.0K)
Filed 2026-10-30
Elser Financial Planning, Inc
DECREASED
Shares108,451 from 174,653
Change-66,202 (-38%)
Value$4.4M (-$2.5M)
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares108,237 from 114,267
Change-6,030 (-5%)
Value$4.3M (-$170.0K)
Filed 2026-10-26
Financial Harvest, LLC
INCREASED
Shares108,188 from 93,071
Change+15,117 (+16%)
Value$4.3M (+$665.9K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares107,342 from 111,093
Change-3,751 (-3%)
Value$4.3M (-$80.7K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares106,965 from 111,006
Change-4,041 (-4%)
Value$4.3M (-$92.4K)
Filed 2026-10-08
Sage Mountain Advisors LLC
UNCHANGED
Shares106,502 from 106,502
Change0 (0%)
Value$4.3M (+$67.1K)
Filed 2026-11-02
McCarley & Cook Financial Planners
DECREASED
Shares106,398 from 200,253
Change-93,855 (-47%)
Value$4.3M (-$3.6M)
Filed 2026-10-21
Compass Financial Group, Inc.
INCREASED
Shares103,820 from 98,165
Change+5,655 (+6%)
Value$4.2M (+$289.0K)
Filed 2026-11-06
Bdfs Capital LLC
DECREASED
Shares102,106 from 111,277
Change-9,171 (-8%)
Value$4.1M (-$298.3K)
Filed 2026-10-14
Cyndeo Wealth Partners, LLC
DECREASED
Shares99,456 from 111,907
Change-12,451 (-11%)
Value$4.0M (-$429.7K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares99,266 from 102,930
Change-3,664 (-4%)
Value$4.0M (-$82.4K)
Filed 2026-10-21
City State Bank
INCREASED
Shares98,081 from 89,881
Change+8,200 (+9%)
Value$3.9M (+$386.0K)
Filed 2026-10-20
Staley Capital Advisers Inc
INCREASED
Shares96,064 from 78,904
Change+17,160 (+22%)
Value$3.9M (+$739.0K)
Filed 2026-11-06
Summit Wealth Group, LLC
DECREASED
Shares92,657 from 99,283
Change-6,626 (-7%)
Value$3.7M (-$203.6K)
Filed 2026-11-09
Francis Financial, Inc.
DECREASED
Shares91,195 from 93,491
Change-2,296 (-2%)
Value$3.7M (-$33.3K)
Filed 2026-11-09
Ferguson Johnson Wealth Management Inc
INCREASED
Shares88,583 from 81,283
Change+7,300 (+9%)
Value$3.6M (+$345.4K)
Filed 2026-11-05
Investmark Advisory Group LLC
INCREASED
Shares85,945 from 84,408
Change+1,537 (+2%)
Value$3.5M (+$115.0K)
Filed 2026-10-27
E6 Portfolios, LLC
INCREASED
Shares79,235 from 75,715
Change+3,520 (+5%)
Value$3.2M (+$189.1K)
Filed 2026-10-26
Wilkerson Advisory Group LLC
INCREASED
Shares78,228 from 68,294
Change+9,934 (+15%)
Value$3.1M (+$442.0K)
Filed 2026-10-20
Builder Investment Group Inc
INCREASED
Shares77,778 from 75,531
Change+2,247 (+3%)
Value$3.1M (+$137.9K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
DECREASED
Shares69,631 from 72,319
Change-2,688 (-4%)
Value$2.8M (-$62.4K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares67,998 from 58,053
Change+9,945 (+17%)
Value$2.7M (+$436.0K)
Filed 2026-11-04
Vannoy Advisory Group, Inc.
DECREASED
Shares67,268 from 68,019
Change-751 (-1%)
Value$2.7M (+$12.7K)
Filed 2026-10-13
Factor Wealth Management LTD
DECREASED
Shares63,365 from 67,402
Change-4,037 (-6%)
Value$2.5M (-$119.7K)
Filed 2026-10-08
Merit Financial Group, LLC
DECREASED
Shares63,253 from 66,251
Change-2,998 (-5%)
Value$2.5M (-$78.7K)
Filed 2026-11-06
McMill Wealth Management
NEW
Shares62,342
Change+62,342
Value$2.5M
Filed 2026-11-05
M Holdings Securities, Inc.
INCREASED
Shares61,079 from 59,989
Change+1,090 (+2%)
Value$2.6K (-$2.4M)
Filed 2026-11-03
Integras Partners LLC
DECREASED
Shares59,521 from 62,924
Change-3,403 (-5%)
Value$2.4M (-$97.1K)
Filed 2026-10-30
Harbour Investments, Inc.
INCREASED
Shares57,944 from 54,394
Change+3,550 (+7%)
Value$2.3M (+$176.9K)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares55,045 from 52,437
Change+2,608 (+5%)
Value$2.2M (+$137.8K)
Filed 2026-11-02
Lauer Wealth, LLC
INCREASED
Shares55,010 from 45,110
Change+9,900 (+22%)
Value$2.2M (+$437.0K)
Filed 2026-10-13
Mraz, Amerine & Associates, Inc.
DECREASED
Shares54,973 from 56,415
Change-1,442 (-3%)
Value$2.2M (-$22.4K)
Filed 2026-10-30
SC&H Financial Advisors, Inc.
DECREASED
Shares54,518 from 55,493
Change-975 (-2%)
Value$2.2M (-$4.2K)
Filed 2026-10-14
LifeSteps Financial, Inc.
DECREASED
Shares51,898 from 53,573
Change-1,675 (-3%)
Value$2.1M (-$33.5K)
Filed 2026-10-15
B&D White Capital Company, LLC
UNCHANGED
Shares50,366 from 50,366
Change0 (0%)
Value$2.0M (+$31.7K)
Filed 2026-11-02
Formidable Asset Management, LLC
INCREASED
Shares48,924 from 46,773
Change+2,151 (+5%)
Value$1.9M (+$264.2K)
Filed 2026-11-03
L.K. Benson & Company, P.C.
INCREASED
Shares48,477 from 48,292
Change+185 (+0%)
Value$1.9M (+$37.8K)
Filed 2026-10-23
GEN Financial Management, Inc.
NEW
Shares47,622
Change+47,622
Value$1.9M
Filed 2026-10-13
Aire Advisors, LLC
INCREASED
Shares47,327 from 47,250
Change+77 (+0%)
Value$1.9M (+$32.9K)
Filed 2026-10-22
Hill Island Financial LLC
DECREASED
Shares46,790 from 49,996
Change-3,206 (-6%)
Value$1.9M (-$97.3K)
Filed 2026-10-20
Long Island Wealth Management, Inc.
INCREASED
Shares44,163 from 23,596
Change+20,567 (+87%)
Value$1.8M (+$841.0K)
Filed 2026-10-20
Cannon Financial Strategists, Inc.
DECREASED
Shares42,572 from 46,722
Change-4,150 (-9%)
Value$1.7M (-$137.3K)
Filed 2026-10-19
Voisard Asset Management Group, Inc.
INCREASED
Shares41,680 from 41,041
Change+639 (+2%)
Value$1.7M (+$51.5K)
Filed 2026-10-13
Hartmann Taylor Wealth Management, LLC
NEW
Shares41,012
Change+41,012
Value$1.6M
Filed 2026-10-14
PCA Investment Advisory Services Inc.
INCREASED
Shares40,528 from 39,650
Change+878 (+2%)
Value$1.6M (+$60.3K)
Filed 2026-10-13
Retirement Guys Formula LLC
DECREASED
Shares40,125 from 40,272
Change-147 (0%)
Value$1.6M (+$19.5K)
Filed 2026-10-26
Forteris Wealth Management Inc.
INCREASED
Shares39,059 from 37,428
Change+1,631 (+4%)
Value$1.6M (+$89.1K)
Filed 2026-10-13
MFA Wealth Services
INCREASED
Shares38,306 from 11,401
Change+26,905 (+236%)
Value$1.5M (+$1.1M)
Filed 2026-10-14
Infinity Wealth Counsel, LLC
INCREASED
Shares36,429 from 34,994
Change+1,435 (+4%)
Value$1.5M (+$79.7K)
Filed 2026-10-15
Willow Creek Wealth Management Inc.
DECREASED
Shares35,696 from 38,713
Change-3,017 (-8%)
Value$1.4M (-$96.8K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares34,066 from 28,331
Change+5,735 (+20%)
Value$1.4M (+$248.2K)
Filed 2026-10-28
Disciplined Equity Management, Inc.
UNCHANGED
Shares33,950 from 33,950
Change0 (0%)
Value$1.4M (+$21.4K)
Filed 2026-10-14
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares33,673 from 36,199
Change-2,526 (-7%)
Value$1.4M (-$78.7K)
Filed 2026-10-27
Cowa, LLC
DECREASED
Shares32,802 from 34,113
Change-1,311 (-4%)
Value$1.3M (-$31.2K)
Filed 2026-10-30
Emprise Bank
DECREASED
Shares32,177 from 32,248
Change-71 (0%)
Value$1.3M (+$17.5K)
Filed 2026-10-07
Mission Wealth Management, LP
INCREASED
Shares32,092 from 29,805
Change+2,287 (+8%)
Value$1.3M (+$110.6K)
Filed 2026-10-15
TruNorth Capital Management, LLC
UNCHANGED
Shares31,577 from 31,577
Change0 (0%)
Value$1.3M (+$19.9K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
DECREASED
Shares30,212 from 30,694
Change-482 (-2%)
Value$1.2M (-$54)
Filed 2026-10-23
Oceanside Advisors LLC
INCREASED
Shares30,189 from 29,828
Change+361 (+1%)
Value$1.2M (+$33.3K)
Filed 2026-11-03
Sterling Financial Planning, Inc.
INCREASED
Shares29,755 from 29,060
Change+695 (+2%)
Value$1.2M (+$46.2K)
Filed 2026-10-28
Ocean Park Asset Management, LLC
INCREASED
Shares29,400 from 21,300
Change+8,100 (+38%)
Value$1.2M (+$338.8K)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares28,881 from 28,881
Change0 (0%)
Value$1.2M (+$18.2K)
Filed 2026-10-14
Oder Investment Management, LLC
INCREASED
Shares27,193 from 25,513
Change+1,680 (+7%)
Value$1.1M (+$83.6K)
Filed 2026-11-09
Compound Planning, Inc.
INCREASED
Shares26,402 from 16,055
Change+10,347 (+64%)
Value$1.1M (+$425.8K)
Filed 2026-11-09
Spire Wealth Management
DECREASED
Shares25,557 from 28,530
Change-2,973 (-10%)
Value$1.0M (-$101.5K)
Filed 2026-10-30
Cogent Private Wealth, Inc.
DECREASED
Shares25,426 from 25,652
Change-226 (-1%)
Value$1.0M (+$7.1K)
Filed 2026-11-06
IFG Advisory, LLC
INCREASED
Shares23,210 from 18,775
Change+4,435 (+24%)
Value$932.3K (+$190.0K)
Filed 2026-11-09
Strathmore Capital Advisors, Inc.
INCREASED
Shares23,053 from 15,732
Change+7,321 (+47%)
Value$945.4K (+$312.8K)
Filed 2026-11-09
Approach Retirement Advisors, LLC
INCREASED
Shares22,656 from 22,652
Change+4 (+0%)
Value$910.1K (+$14.4K)
Filed 2026-10-22
Cardiff Park Advisors, LLC
INCREASED
Shares22,138 from 16,606
Change+5,532 (+33%)
Value$889.3K (+$232.7K)
Filed 2026-11-09
Wolfstich Capital, LLC
DECREASED
Shares21,636 from 30,907
Change-9,271 (-30%)
Value$874.6K (-$352.7K)
Filed 2026-10-14
McGrath & Associates, Inc.
INCREASED
Shares20,887 from 20,460
Change+427 (+2%)
Value$839.0K (+$30.1K)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares20,791 from 20,791
Change0 (0%)
Value$835.2K (+$13.1K)
Filed 2026-10-16
Pacific Asset Management, LLC
INCREASED
Shares20,731 from 20,675
Change+56 (+0%)
Value$832.8K (+$15.3K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
DECREASED
Shares19,694 from 20,125
Change-431 (-2%)
Value$791.1K (-$4.6K)
Filed 2026-10-22
Tortoise Investment Management, LLC
INCREASED
Shares19,639 from 18,807
Change+832 (+4%)
Value$788.9K (+$45.3K)
Filed 2026-11-06
180 Wealth Advisors, LLC
INCREASED
Shares19,431 from 14,566
Change+4,865 (+33%)
Value$780.5K (+$204.6K)
Filed 2026-11-03
Prosperity Advisers, LLC
INCREASED
Shares19,338 from 12,682
Change+6,656 (+52%)
Value$776.8K (+$275.4K)
Filed 2026-10-28
SBK Financial, Inc.
INCREASED
Shares18,838 from 12,714
Change+6,124 (+48%)
Value$756.7K (+$254.0K)
Filed 2026-11-02
Fortitude Family Office, LLC
DECREASED
Shares18,776 from 20,110
Change-1,334 (-7%)
Value$754.2K (-$40.9K)
Filed 2026-10-14
Optima Capital LLC
UNCHANGED
Shares18,500 from 18,500
Change0 (0%)
Value$743.1K (+$11.7K)
Filed 2026-10-29
Independent Wealth Advisors LLC
INCREASED
Shares17,671 from 5,197
Change+12,474 (+240%)
Value$709.9K (+$504.4K)
Filed 2026-10-27
Everest Financial Group LLC
INCREASED
Shares17,388 from 17,324
Change+64 (+0%)
Value$698.5K (+$13.5K)
Filed 2026-11-06
Naples Global Advisors, LLC
UNCHANGED
Shares16,788 from 16,788
Change0 (0%)
Value$674.4K (+$10.6K)
Filed 2026-11-05
Wealth Management Nebraska
DECREASED
Shares16,605 from 16,696
Change-91 (-1%)
Value$667.1K (+$6.9K)
Filed 2026-10-26
Parkshore Wealth Management, Inc.
DECREASED
Shares16,576 from 18,239
Change-1,663 (-9%)
Value$665.9K (-$55.3K)
Filed 2026-10-13
TAGStone Capital, Inc.
INCREASED
Shares16,539 from 16,489
Change+50 (+0%)
Value$664.4K (+$12.4K)
Filed 2026-11-09
Opus Financial Solutions LLC
DECREASED
Shares16,412 from 16,452
Change-40 (0%)
Value$659.3K (+$8.8K)
Filed 2026-11-06
Eastern Bank
UNCHANGED
Shares15,764 from 15,764
Change0 (0%)
Value$633.2K (+$9.9K)
Filed 2026-10-05
Twin Cities Retirement Group LLC
INCREASED
Shares15,583 from 10,401
Change+5,182 (+50%)
Value$626.0K (+$214.7K)
Filed 2026-10-16
Clark Asset Management, LLC
INCREASED
Shares15,275 from 15,270
Change+5 (+0%)
Value$613.6K (+$9.8K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
UNCHANGED
Shares15,040 from 15,040
Change0 (0%)
Value$604.1K (+$9.5K)
Filed 2026-10-29
Sensible Money, LLC
INCREASED
Shares14,869 from 14,818
Change+51 (+0%)
Value$597.3K (+$11.4K)
Filed 2026-10-20
Wingate Wealth Advisors, Inc.
INCREASED
Shares14,658 from 14,603
Change+55 (+0%)
Value$588.8K (+$11.4K)
Filed 2026-10-26
Asset Dedication, LLC
INCREASED
Shares14,588 from 14,538
Change+50 (+0%)
Value$586.0K (+$11.2K)
Filed 2026-11-03
Warner Financial, Inc
INCREASED
Shares14,485 from 14,430
Change+55 (+0%)
Value$581.9K (+$11.3K)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares14,162 from 14,127
Change+35 (+0%)
Value$568.9K (+$10.3K)
Filed 2026-11-05
Momentous Wealth Management, Inc.
DECREASED
Shares13,983 from 16,118
Change-2,135 (-13%)
Value$561.7K (-$75.6K)
Filed 2026-10-21
Foundation Wealth Management, Llc\pa
DECREASED
Shares13,787 from 14,537
Change-750 (-5%)
Value$553.8K (-$21.0K)
Filed 2026-10-14
CogentBlue Wealth Advisors, LLC
DECREASED
Shares13,226 from 15,177
Change-1,951 (-13%)
Value$531.3K (-$68.8K)
Filed 2026-10-09
Melfa Wealth Management, Inc.
UNCHANGED
Shares12,845 from 12,845
Change0 (0%)
Value$516.0K (+$8.1K)
Filed 2026-11-06
SYM Financial Corp
UNCHANGED
Shares12,497 from 12,497
Change0 (0%)
Value$502.0K (+$7.9K)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares12,287 from 8,619
Change+3,668 (+43%)
Value$493.6K (+$152.8K)
Filed 2026-10-15
Tillman Hartley LLC
INCREASED
Shares12,092 from 12,091
Change+1 (+0%)
Value$485.8K (+$7.6K)
Filed 2026-11-06
CFS Investment Advisory Services, LLC
DECREASED
Shares11,940 from 12,787
Change-847 (-7%)
Value$486.8K (-$21.0K)
Filed 2026-10-19
Partners in Financial Planning
NEW
Shares11,855
Change+11,855
Value$476.2K
Filed 2026-11-06
Riverchase Wealth Management, LLC
INCREASED
Shares11,683 from 9,755
Change+1,928 (+20%)
Value$469.3K (+$83.6K)
Filed 2026-10-28
Florida Trust Wealth Management Co
INCREASED
Shares11,605 from 6,827
Change+4,778 (+70%)
Value$466.2K (+$196.2K)
Filed 2026-11-05
McClarren Financial Advisors, Inc.
INCREASED
Shares11,006 from 10,976
Change+30 (+0%)
Value$537.6K (+$8.0K)
Filed 2026-10-15
Canvas Wealth Advisors, LLC
UNCHANGED
Shares10,913 from 10,913
Change0 (0%)
Value$458.8K (+$27.3K)
Filed 2026-11-02
Donalies Financial Planning, LLC
UNCHANGED
Shares10,781 from 10,781
Change0 (0%)
Value$433.1K (+$6.8K)
Filed 2026-10-19
Valued Wealth Advisors LLC
INCREASED
Shares10,493 from 10,139
Change+354 (+3%)
Value$421.5K (+$20.6K)
Filed 2026-11-05
Western Wealth Management, LLC
INCREASED
Shares10,374 from 9,122
Change+1,252 (+14%)
Value$416.7K (+$56.0K)
Filed 2026-11-09
Dynamic Advisor Solutions LLC
UNCHANGED
Shares10,135 from 10,135
Change0 (0%)
Value$407.1K (+$6.4K)
Filed 2026-10-13
55 North Private Wealth, LLC
DECREASED
Shares9,931 from 10,172
Change-241 (-2%)
Value$398.9K (-$3.3K)
Filed 2026-10-20
Financial Symmetry Inc
NEW
Shares9,927
Change+9,927
Value$398.8K
Filed 2026-10-06
Triune Financial Partners, LLC
NEW
Shares9,719
Change+9,719
Value$390.4K
Filed 2026-11-03
Dixon Fnancial Services, Inc.
INCREASED
Shares9,467 from 9,067
Change+400 (+4%)
Value$380.3K (+$21.8K)
Filed 2026-10-23
BCO Wealth Management LLC
DECREASED
Shares9,180 from 9,315
Change-135 (-1%)
Value$368.8K (+$444)
Filed 2026-10-14
Mullaney, Keating & Wright, Inc.
INCREASED
Shares9,115 from 9,109
Change+6 (+0%)
Value$366.2K (+$6.0K)
Filed 2026-10-19
Everhart Financial Group, Inc.
INCREASED
Shares9,067 from 6,661
Change+2,406 (+36%)
Value$364.2K (+$100.8K)
Filed 2026-10-08
Quadcap Wealth Management, LLC
DECREASED
Shares8,804 from 10,631
Change-1,827 (-17%)
Value$353.7K (-$66.7K)
Filed 2026-11-02
Squire Investment Management Company, LLC
UNCHANGED
Shares8,790 from 8,790
Change0 (0%)
Value$353.1K (+$5.5K)
Filed 2026-11-03
RAM Investment Partners, LLC
INCREASED
Shares8,701 from 6,301
Change+2,400 (+38%)
Value$349.5K (+$100.4K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
DECREASED
Shares8,641 from 8,930
Change-289 (-3%)
Value$347.1K (-$6.0K)
Filed 2026-10-16
Kane Co Wealth Management, Inc.
INCREASED
Shares8,534 from 8,533
Change+1 (+0%)
Value$342.8K (+$5.4K)
Filed 2026-11-04
Aurelius Family Office LLC
DECREASED
Shares8,526 from 8,591
Change-65 (-1%)
Value$342.5K (+$2.8K)
Filed 2026-10-23
Austin Wealth Management, LLC
DECREASED
Shares8,033 from 9,814
Change-1,781 (-18%)
Value$327.5K (-$64.7K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares7,905 from 6,566
Change+1,339 (+20%)
Value$317.5K (+$57.9K)
Filed 2026-10-29
TrustWell Financial Advisors, LLC
DECREASED
Shares7,858 from 8,609
Change-751 (-9%)
Value$315.7K (-$24.7K)
Filed 2026-10-15
Verdence Capital Advisors LLC
NEW
Shares7,534
Change+7,534
Value$302.6K
Filed 2026-10-26
Seamount Financial Group Inc
NEW
Shares7,406
Change+7,406
Value$297.5K
Filed 2026-10-21
Triad Wealth Partners, LLC
DECREASED
Shares7,037 from 8,038
Change-1,001 (-12%)
Value$282.7K (-$46.7K)
Filed 2026-10-26
Able Financial Group, LLC
DECREASED
Shares7,005 from 7,205
Change-200 (-3%)
Value$281.4K (-$3.5K)
Filed 2026-10-14
Lutz Financial Services LLC
INCREASED
Shares6,965 from 5,972
Change+993 (+17%)
Value$279.8K (+$43.7K)
Filed 2026-11-06
XY Planning Network, Inc.
DECREASED
Shares6,930 from 7,347
Change-417 (-6%)
Value$278.4K (-$12.2K)
Filed 2026-10-14
Shearwater Capital LLC
NEW
Shares6,503
Change+6,503
Value$261.2K
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares6,314 from 6,314
Change0 (0%)
Value$253.6K (+$4.0K)
Filed 2026-10-21
Pioneer Wealth Management Group
UNCHANGED
Shares6,276 from 6,276
Change0 (0%)
Value$252.1K (+$4.0K)
Filed 2026-10-09
Fonville Wealth Management LLC
UNCHANGED
Shares6,145 from 6,145
Change0 (0%)
Value$246.8K (+$3.9K)
Filed 2026-10-28
Entrewealth, LLC
UNCHANGED
Shares6,104 from 6,104
Change0 (0%)
Value$245.2K (-$7.1K)
Filed 2026-10-14
Balefire, LLC
UNCHANGED
Shares5,807 from 5,807
Change0 (0%)
Value$233.3K (+$3.7K)
Filed 2026-10-09
Wedmont Private Capital
NEW
Shares5,786
Change+5,786
Value$235.9K
Filed 2026-10-09
Larry Mathis Financial Planning, LLC
INCREASED
Shares5,725 from 5,587
Change+138 (+2%)
Value$230.0K (+$9.1K)
Filed 2026-10-26
Lpwm LLC
NEW
Shares5,582
Change+5,582
Value$224.2K
Filed 2026-10-20
HUB Investment Partners, LLC
DECREASED
Shares5,266 from 5,699
Change-433 (-8%)
Value$211.5K (-$13.8K)
Filed 2026-11-03
Rockwood Wealth Management, LLC
INCREASED
Shares5,221 from 5,215
Change+6 (+0%)
Value$209.7K (+$3.5K)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares3,914 from 3,910
Change+4 (+0%)
Value$157.2K (+$2.6K)
Filed 2026-11-04
DecisionPoint Financial, LLC
INCREASED
Shares3,727 from 3,405
Change+322 (+9%)
Value$150.3K (+$15.7K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares3,671
Change+3,671
Value$147.5K
Filed 2026-11-05
S.A. Mason LLC
NEW
Shares2,529
Change+2,529
Value$101.6K
Filed 2026-10-13
Parkside Financial Bank & Trust
UNCHANGED
Shares1,934 from 1,934
Change0 (0%)
Value$77.7K (+$1.2K)
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$65.0K (+$1.0K)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
INCREASED
Shares1,200 from 1,131
Change+69 (+6%)
Value$48.2K (+$3.5K)
Filed 2026-10-15
Addison Advisors LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$47.6K (+$747)
Filed 2026-11-06
Angeles Wealth Management, LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$46.0K (+$722)
Filed 2026-10-26
Jnba Financial Advisors
NEW
Shares1,120
Change+1,120
Value$45.0K
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares1,088 from 1,084
Change+4 (+0%)
Value$43.7K (+$849)
Filed 2026-11-05
Horizon Financial Services, LLC
UNCHANGED
Shares851 from 851
Change0 (0%)
Value$34.2K (+$536)
Filed 2026-11-04
Maseco LLP
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$31.5K (+$495)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares671 from 669
Change+2 (+0%)
Value$26.9K (+$498)
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$26.2K (+$410)
Filed 2026-10-16
UMB Bank, n.a.
NEW
Shares500
Change+500
Value$20.1K
Filed 2026-11-06
Global Trust Asset Management, LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$16.0K (+$251)
Filed 2026-10-19
Creative Capital Management Investments LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$13.3K (+$208)
Filed 2026-10-28
Bessemer Group Inc
NEW
Shares214
Change+214
Value$9
Filed 2026-11-09
EverSource Wealth Advisors, LLC
DECREASED
Shares201 from 206
Change-5 (-2%)
Value$8.1K (-$62)
Filed 2026-11-04
LAM Group, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.0K (+$32)
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares28 from 43
Change-15 (-35%)
Value$1.1K (-$576)
Filed 2026-11-04
Assetmark, Inc
NEW
Shares14
Change+14
Value$562
Filed 2026-10-21
Triangle Securities Wealth Management
CLOSED
Shares0 from 29,373
Change-29,373 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
RCS Financial Planning, LLC
CLOSED
Shares0 from 11,633
Change-11,633 (-100%)
Value$0 (-$460.0K)
Filed 2026-10-14
Haven Private, LLC
CLOSED
Shares0 from 6,790
Change-6,790 (-100%)
Value$0 (-$268.5K)
Filed 2026-10-27
Earned Wealth Advisors, LLC
CLOSED
Shares0 from 5,915
Change-5,915 (-100%)
Value$0 (-$233.9K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,163
Change-3,163 (-100%)
Value$0 (-$125.1K)
Filed 2026-10-15
Evermay Wealth Management LLC
CLOSED
Shares0 from 1,415
Change-1,415 (-100%)
Value$0 (-$56.0K)
Filed 2026-11-05
Central Trust Co
CLOSED
Shares0 from 1,155
Change-1,155 (-100%)
Value$0 (-$45.7K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,096
Change-1,096 (-100%)
Value$0 (-$43.3K)
Filed 2026-10-26
Arlington Trust Co LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-20
Coston, McIsaac & Partners
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 ($0)
Filed 2026-11-06
Cetera Investment Advisers
N/A
Shares— from 4,424,238
Change-4,424,238 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,343,050
Change-3,343,050 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,140,205
Change-3,140,205 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,877,128
Change-2,877,128 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,732,777
Change-2,732,777 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,586,574
Change-2,586,574 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,312,335
Change-2,312,335 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,247,684
Change-2,247,684 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 1,138,364
Change-1,138,364 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,077,734
Change-1,077,734 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,056,800
Change-1,056,800 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,024,753
Change-1,024,753 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 935,378
Change-935,378 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 923,950
Change-923,950 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 922,973
Change-922,973 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 920,376
Change-920,376 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 906,834
Change-906,834 (-100%)
Value—
Betterment LLC
N/A
Shares— from 843,473
Change-843,473 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 775,331
Change-775,331 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 754,491
Change-754,491 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 736,899
Change-736,899 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 715,031
Change-715,031 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 710,583
Change-710,583 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 676,365
Change-676,365 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 561,619
Change-561,619 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 464,937
Change-464,937 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 448,487
Change-448,487 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 426,625
Change-426,625 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 394,851
Change-394,851 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 382,353
Change-382,353 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 321,136
Change-321,136 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 305,126
Change-305,126 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 257,927
Change-257,927 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 255,378
Change-255,378 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 250,031
Change-250,031 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 243,503
Change-243,503 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 235,682
Change-235,682 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 233,381
Change-233,381 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 221,536
Change-221,536 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 219,106
Change-219,106 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 189,357
Change-189,357 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 175,267
Change-175,267 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 157,462
Change-157,462 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 156,816
Change-156,816 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 155,964
Change-155,964 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 147,749
Change-147,749 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 139,676
Change-139,676 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 136,747
Change-136,747 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 134,315
Change-134,315 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 130,049
Change-130,049 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 124,011
Change-124,011 (-100%)
Value—
Commerce Bank
N/A
Shares— from 119,283
Change-119,283 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 115,681
Change-115,681 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 113,901
Change-113,901 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 113,194
Change-113,194 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 110,587
Change-110,587 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 109,950
Change-109,950 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 100,683
Change-100,683 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 99,377
Change-99,377 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 85,355
Change-85,355 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 83,349
Change-83,349 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 82,407
Change-82,407 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 80,610
Change-80,610 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 76,792
Change-76,792 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 74,201
Change-74,201 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 65,576
Change-65,576 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 64,210
Change-64,210 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,004
Change-50,004 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 49,007
Change-49,007 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 48,235
Change-48,235 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 44,477
Change-44,477 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 44,426
Change-44,426 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 44,110
Change-44,110 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 43,810
Change-43,810 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 39,450
Change-39,450 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 36,405
Change-36,405 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 35,400
Change-35,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 33,689
Change-33,689 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 33,131
Change-33,131 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 32,891
Change-32,891 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 32,452
Change-32,452 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 30,630
Change-30,630 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 30,008
Change-30,008 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 28,845
Change-28,845 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 24,840
Change-24,840 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 24,732
Change-24,732 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 24,585
Change-24,585 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,085
Change-24,085 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 23,513
Change-23,513 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22,757
Change-22,757 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 20,411
Change-20,411 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 19,316
Change-19,316 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 19,139
Change-19,139 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 18,681
Change-18,681 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 18,503
Change-18,503 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 16,872
Change-16,872 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 16,081
Change-16,081 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,535
Change-15,535 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,194
Change-15,194 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 14,473
Change-14,473 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 13,879
Change-13,879 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,567
Change-12,567 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 11,359
Change-11,359 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 10,833
Change-10,833 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,735
Change-10,735 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 9,955
Change-9,955 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,301
Change-9,301 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,225
Change-9,225 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 9,123
Change-9,123 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,170
Change-8,170 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,754
Change-7,754 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 7,204
Change-7,204 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,405
Change-6,405 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,915
Change-5,915 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,819
Change-5,819 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,533
Change-5,533 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 230
Change-230 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 160
Change-160 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 119
Change-119 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 0
Change0
Value—
Status
Savant Capital, LLC
INCREASED30,412,95225,486,113+4,926,839+19%$1.0B$1.2B+$210.9M2026-11-06
Root Financial Partners, LLC
INCREASED5,223,1404,713,950+509,190+11%$186.4M$209.8M+$23.4M2026-10-21
Vise Technologies, Inc.
INCREASED5,162,4504,593,828+568,622+12%$181.6M$207.4M+$25.7M2026-10-29
Foster Group, Inc.
DECREASED3,838,0304,003,590-165,560-4%$158.3M$154.2M-$4.1M2026-10-13
Summit Financial Strategies, Inc.
INCREASED2,699,5142,481,330+218,184+9%$98.1M$108.4M+$10.3M2026-10-14
Coldstream Capital Management Inc
DECREASED2,255,8542,337,885-82,031-4%$92.4M$90.6M-$1.8M2026-11-09
LPL Financial LLC
INCREASED2,027,1591,908,901+118,258+6%$75.5M$81.4M+$6.0M2026-11-06
Apella Capital, LLC
INCREASED1,975,0471,536,111+438,936+29%$61.3M$80.0M+$18.8M2026-10-08
DiNuzzo Private Wealth, Inc.
DECREASED1,750,1981,758,222-8,0240%$69.5M$70.3M+$785.3K2026-10-16
Quent Capital, LLC
INCREASED1,641,0901,534,807+106,283+7%$60.7M$67.4M+$6.7M2026-11-09
Bank of Montreal
INCREASED1,621,8391,567,008+54,831+4%$62.0M$65.1M+$3.2M2026-11-09
Index Fund Advisors, Inc.
INCREASED1,543,4281,446,042+97,386+7%$57.2M$62.0M+$4.8M2026-11-05
Phillips Financial Management, LLC
INCREASED1,436,7661,363,899+72,867+5%$53.9M$57.7M+$3.8M2026-10-19
Eclectic Associates Inc
INCREASED1,280,8331,032,580+248,253+24%$40.8M$51.5M+$10.6M2026-10-09
Family Investment Center, Inc.
NEW1,274,790—+1,274,790——$51.2M—2026-10-19
Mather Group, Llc.
DECREASED1,224,4521,279,784-55,332-4%$50.6M$49.2M-$1.4M2026-10-14
Diversified Portfolios, Inc.
INCREASED1,097,9781,024,846+73,132+7%$40.5M$44.1M+$3.6M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED1,075,599787,192+288,407+37%$31.5M$43.9M+$12.4M2026-10-13
Destiny Wealth Partners, LLC
INCREASED1,070,754988,557+82,197+8%$40.2M$44.9M+$4.6M2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED969,757338,555+631,202+186%$13.4M$39.0M+$25.6M2026-10-16
Acropolis Investment Management, LLC
DECREASED916,824918,156-1,3320%$36.3M$36.8M+$525.0K2026-10-08
Linscomb Wealth, Inc.
INCREASED871,542866,940+4,602+1%$34.3M$35.0M+$731.0K2026-11-05
EnRich Financial Partners LLC
DECREASED834,876852,592-17,716-2%$33.7M$33.5M-$174.5K2026-10-21
Wescott Financial Advisory Group, LLC
INCREASED822,332802,407+19,925+2%$31.7M$33.0M+$1.3M2026-11-09
Lakeshore Financial Planning, Inc.
INCREASED770,614767,113+3,501+0%$30.3M$31.0M+$623.8K2026-10-13
Tilson Financial Group, Inc.
DECREASED766,131788,526-22,395-3%$31.2M$30.8M-$402.8K2026-11-09
Wealth Architects, LLC
INCREASED755,845686,834+69,011+10%$27.2M$30.4M+$3.2M2026-11-03
Acorn Creek Capital LLC
DECREASED729,872747,506-17,634-2%$29.6M$29.3M-$237.5K2026-11-05
Stage Harbor Financial, LLC
DECREASED700,295703,973-3,678-1%$27.8M$28.1M+$295.7K2026-11-03
Three Arch Wealth Management LLC
INCREASED665,777652,830+12,947+2%$25.8M$26.7M+$931.4K2026-10-20
Creative Planning
INCREASED626,792604,791+22,001+4%$23.9M$25.2M+$1.3M2026-11-02
Evanson Financial, LLC
DECREASED606,328611,465-5,137-1%$24.2M$24.4M+$178.9K2026-10-23
Clearstead Advisors, LLC
INCREASED597,509550,562+46,947+9%$21.8M$24.0M+$2.2M2026-11-06
Foundry Financial LLC
INCREASED595,794477,912+117,882+25%$18.9M$23.9M+$5.0M2026-10-16
Commonwealth Equity Services, LLC
INCREASED508,776497,099+11,677+2%$19.7M$20.4M+$782.2K2026-11-02
Trinity Financial Advisors LLC
DECREASED469,483471,031-1,5480%$18.6M$18.9M+$234.6K2026-10-09
West Financial Advisors, LLC
DECREASED462,061471,407-9,346-2%$18.6M$18.6M-$78.5K2026-10-22
Austin Asset Management Co Inc
INCREASED444,672432,061+12,611+3%$17.1M$17.9M+$778.8K2026-10-29
Sachem Hill LLC
INCREASED438,039425,503+12,536+3%$16.8M$17.6M+$771.6K2026-10-14
Kelly Financial Group LLC
DECREASED426,660427,276-6160%$16.9M$17.1M+$244.4K2026-10-16
Burk Holdings LLC
INCREASED405,694397,202+8,492+2%$15.7M$16.3M+$591.4K2026-11-05
Equita Financial Network, Inc.
INCREASED401,637381,015+20,622+5%$15.1M$16.1M+$1.1M2026-10-19
BOS Asset Management, LLC
INCREASED400,058381,679+18,379+5%$15.1M$16.1M+$978.8K2026-10-09
Allworth Financial LP
INCREASED395,250377,908+17,342+5%$14.9M$15.6M+$685.7K2026-11-06
Sterling Wealth Management, Inc.
INCREASED393,262382,903+10,359+3%$15.1M$15.8M+$657.3K2026-10-23
Prudent Man Investment Management, Inc.
INCREASED387,583301,855+85,728+28%$10.3M$15.6M+$5.2M2026-11-03
Maryland Capital Advisors Inc.
INCREASED376,013363,491+12,522+3%$14.4M$15.1M+$732.0K2026-10-15
Chicago Partners Investment Group LLC
DECREASED368,368372,554-4,186-1%$15.0M$15.3M+$264.0K2026-10-27
Navigate Wealth Management, LLC
INCREASED351,743318,313+33,430+11%$12.7M$14.4M+$1.7M2026-10-14
Pillar Financial Advisors, LLC
INCREASED350,975321,024+29,951+9%$12.7M$14.1M+$1.4M2026-10-21
SAX Wealth Advisors, LLC
INCREASED346,705311,098+35,607+11%$11.1M$13.9M+$2.8M2026-10-13
RFG Advisory, LLC
DECREASED336,950340,059-3,109-1%$13.4M$13.5M+$89.3K2026-11-03
Truist Financial Corp
INCREASED335,2205,462+329,758+6037%$216.0K$13.5M+$13.2M2026-10-30
Monograph Wealth Advisors, LLC
INCREASED333,433318,423+15,010+5%$12.6M$13.4M+$803.6K2026-11-09
WJ Wealth Management, LLC
INCREASED333,326265,332+67,994+26%$10.5M$13.4M+$2.9M2026-11-03
Studio Investment Management LLC
INCREASED331,242184,091+147,151+80%$7.3M$13.3M+$6.0M2026-10-22
Legacy Financial Group, Inc.
INCREASED316,722304,363+12,359+4%$12.0M$12.7M+$688.2K2026-10-21
Fiduciary Financial Group, LLC
INCREASED309,259300,749+8,510+3%$11.9M$12.4M+$531.3K2026-10-13
Gemmer Asset Management LLC
INCREASED307,661300,648+7,013+2%$11.9M$12.4M+$471.1K2026-10-16
Private Advisory Group LLC
INCREASED307,610272,639+34,971+13%$10.8M$12.4M+$1.6M2026-11-06
TCI Wealth Advisors, Inc.
DECREASED306,936307,093-1570%$12.1M$12.3M+$187.2K2026-10-30
Level Financial Advisors
INCREASED305,492302,324+3,168+1%$12.0M$12.3M+$317.7K2026-10-13
Modera Wealth Management, LLC
DECREASED304,402320,229-15,827-5%$12.7M$12.2M-$434.0K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED294,349304,563-10,214-3%$12.0M$11.8M-$218.0K2026-11-02
Golden Bell Financial Planning LLC
INCREASED290,367282,956+7,411+3%$11.2M$11.7M+$476.0K2026-11-02
Mustard Seed Financial, LLC
INCREASED274,863259,655+15,208+6%$10.3M$11.0M+$774.5K2026-10-30
FinDec Wealth Services, Inc.
DECREASED267,259276,532-9,273-3%$10.9M$10.7M-$198.3K2026-10-30
BIP Wealth, LLC
INCREASED256,177197,090+59,087+30%$7.8M$10.3M+$2.5M2026-10-22
Apollon Wealth Management, LLC
INCREASED245,774123,649+122,125+99%$4.9M$9.9M+$5.0M2026-10-23
CPA Asset Management Group, LLC
INCREASED241,593205,170+36,423+18%$8.1M$9.7M+$1.6M2026-10-26
Farther Finance Advisors, LLC
INCREASED229,719208,322+21,397+10%$8.2M$9.2M+$990.7K2026-10-08
Perigon Wealth Management, LLC
INCREASED225,485210,479+15,006+7%$8.3M$9.1M+$735.4K2026-10-22
Bfsg, LLC
INCREASED220,284210,183+10,101+5%$8.3M$8.8M+$538.2K2026-10-30
Vestia Personal Wealth Advisors
INCREASED216,111193,131+22,980+12%$7.6M$8.7M+$1.0M2026-10-20
Concurrent Investment Advisors, LLC
INCREASED201,83319,946+181,887+912%$788.7K$8.1M+$7.3M2026-10-16
GEM Asset Management, LLC
INCREASED193,046166,201+26,845+16%$6.6M$7.8M+$1.2M2026-10-13
Johnson Wealth Management, LLC
INCREASED187,122180,888+6,234+3%$7.2M$7.5M+$364.4K2026-11-09
Sentinel Pension Advisors, LLC
INCREASED186,759181,231+5,528+3%$7.2M$7.5M+$260.1K2026-11-02
Elevate Wealth Advisory, Inc
INCREASED181,313154,974+26,339+17%$6.1M$7.3M+$1.2M2026-10-29
Redwood Park Advisors LLC
INCREASED170,324170,065+259+0%$6.7M$6.8M+$117.5K2026-11-02
Master's Wealth Management Inc.
INCREASED166,819156,146+10,673+7%$6.2M$6.7M+$527.1K2026-10-22
Pandowealth. LLC
NEW154,541—+154,541——$6.3M—2026-11-09
Mills Wealth Advisors LLC
INCREASED152,185143,822+8,363+6%$5.7M$6.1M+$426.6K2026-10-22
Cascade Wealth Advisors, Inc
NEW151,973—+151,973——$6.2M—2026-11-09
First Financial Group Corp
INCREASED145,797140,737+5,060+4%$5.6M$5.9M+$291.9K2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED140,461133,894+6,567+5%$5.3M$5.6M+$348.1K2026-10-13
Gradient Capital Advisors, LLC
DECREASED132,598133,859-1,261-1%$5.3M$5.3M+$33.7K2026-10-21
Porter White Investment Advisors, Inc.
INCREASED131,24066,124+65,116+98%$2.6M$5.3M+$2.7M2026-10-14
Acorn Financial Advisory Services Inc
INCREASED130,21886,988+43,230+50%$3.4M$5.2M+$1.8M2026-11-02
DBK Financial Counsel, LLC
DECREASED126,992127,313-3210%$5.0M$5.1M+$67.3K2026-10-13
Advisortrust Partners, LLC
UNCHANGED126,678126,67800%$5.0M$5.1M+$79.8K2026-11-02
Sprinkle Financial Consultants LLC
INCREASED124,986124,514+472+0%$4.9M$5.0M+$97.5K2026-10-09
CLG LLC
INCREASED121,873119,862+2,011+2%$4.7M$4.9M+$156.3K2026-10-13
PKS Advisory Services, LLC
UNCHANGED121,791121,79100%$4.8M$4.8M$02026-10-26
Plancorp, LLC
DECREASED117,879119,407-1,528-1%$4.8M$4.9M+$143.9K2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED116,429121,175-4,746-4%$4.8M$4.7M-$114.3K2026-10-26
Apeiron RIA LLC
INCREASED116,04296,480+19,562+20%$3.8M$4.7M+$864.0K2026-10-08
Collective Family Office LLC
INCREASED113,466110,012+3,454+3%$4.3M$4.6M+$208.1K2026-10-05
Strategent Financial, LLC
INCREASED110,95294,486+16,466+17%$3.7M$4.5M+$721.0K2026-10-30
Elser Financial Planning, Inc
DECREASED108,451174,653-66,202-38%$6.9M$4.4M-$2.5M2026-10-16
Park Avenue Securities LLC
DECREASED108,237114,267-6,030-5%$4.5M$4.3M-$170.0K2026-10-26
Financial Harvest, LLC
INCREASED108,18893,071+15,117+16%$3.7M$4.3M+$665.9K2026-10-15
Larson Financial Group LLC
DECREASED107,342111,093-3,751-3%$4.4M$4.3M-$80.7K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED106,965111,006-4,041-4%$4.4M$4.3M-$92.4K2026-10-08
Sage Mountain Advisors LLC
UNCHANGED106,502106,50200%$4.2M$4.3M+$67.1K2026-11-02
McCarley & Cook Financial Planners
DECREASED106,398200,253-93,855-47%$7.9M$4.3M-$3.6M2026-10-21
Compass Financial Group, Inc.
INCREASED103,82098,165+5,655+6%$3.9M$4.2M+$289.0K2026-11-06
Bdfs Capital LLC
DECREASED102,106111,277-9,171-8%$4.4M$4.1M-$298.3K2026-10-14
Cyndeo Wealth Partners, LLC
DECREASED99,456111,907-12,451-11%$4.4M$4.0M-$429.7K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED99,266102,930-3,664-4%$4.1M$4.0M-$82.4K2026-10-21
City State Bank
INCREASED98,08189,881+8,200+9%$3.6M$3.9M+$386.0K2026-10-20
Staley Capital Advisers Inc
INCREASED96,06478,904+17,160+22%$3.1M$3.9M+$739.0K2026-11-06
Summit Wealth Group, LLC
DECREASED92,65799,283-6,626-7%$3.9M$3.7M-$203.6K2026-11-09
Francis Financial, Inc.
DECREASED91,19593,491-2,296-2%$3.7M$3.7M-$33.3K2026-11-09
Ferguson Johnson Wealth Management Inc
INCREASED88,58381,283+7,300+9%$3.2M$3.6M+$345.4K2026-11-05
Investmark Advisory Group LLC
INCREASED85,94584,408+1,537+2%$3.3M$3.5M+$115.0K2026-10-27
E6 Portfolios, LLC
INCREASED79,23575,715+3,520+5%$3.0M$3.2M+$189.1K2026-10-26
Wilkerson Advisory Group LLC
INCREASED78,22868,294+9,934+15%$2.7M$3.1M+$442.0K2026-10-20
Builder Investment Group Inc
INCREASED77,77875,531+2,247+3%$3.0M$3.1M+$137.9K2026-10-22
Clear Creek Financial Management, LLC
DECREASED69,63172,319-2,688-4%$2.9M$2.8M-$62.4K2026-10-28
Lido Advisors, LLC
INCREASED67,99858,053+9,945+17%$2.3M$2.7M+$436.0K2026-11-04
Vannoy Advisory Group, Inc.
DECREASED67,26868,019-751-1%$2.7M$2.7M+$12.7K2026-10-13
Factor Wealth Management LTD
DECREASED63,36567,402-4,037-6%$2.7M$2.5M-$119.7K2026-10-08
Merit Financial Group, LLC
DECREASED63,25366,251-2,998-5%$2.6M$2.5M-$78.7K2026-11-06
McMill Wealth Management
NEW62,342—+62,342——$2.5M—2026-11-05
M Holdings Securities, Inc.
INCREASED61,07959,989+1,090+2%$2.4M$2.6K-$2.4M2026-11-03
Integras Partners LLC
DECREASED59,52162,924-3,403-5%$2.5M$2.4M-$97.1K2026-10-30
Harbour Investments, Inc.
INCREASED57,94454,394+3,550+7%$2.2M$2.3M+$176.9K2026-11-09
Kestra Advisory Services, LLC
INCREASED55,04552,437+2,608+5%$2.1M$2.2M+$137.8K2026-11-02
Lauer Wealth, LLC
INCREASED55,01045,110+9,900+22%$1.8M$2.2M+$437.0K2026-10-13
Mraz, Amerine & Associates, Inc.
DECREASED54,97356,415-1,442-3%$2.2M$2.2M-$22.4K2026-10-30
SC&H Financial Advisors, Inc.
DECREASED54,51855,493-975-2%$2.2M$2.2M-$4.2K2026-10-14
LifeSteps Financial, Inc.
DECREASED51,89853,573-1,675-3%$2.1M$2.1M-$33.5K2026-10-15
B&D White Capital Company, LLC
UNCHANGED50,36650,36600%$2.0M$2.0M+$31.7K2026-11-02
Formidable Asset Management, LLC
INCREASED48,92446,773+2,151+5%$1.7M$1.9M+$264.2K2026-11-03
L.K. Benson & Company, P.C.
INCREASED48,47748,292+185+0%$1.9M$1.9M+$37.8K2026-10-23
GEN Financial Management, Inc.
NEW47,622—+47,622——$1.9M—2026-10-13
Aire Advisors, LLC
INCREASED47,32747,250+77+0%$1.9M$1.9M+$32.9K2026-10-22
Hill Island Financial LLC
DECREASED46,79049,996-3,206-6%$2.0M$1.9M-$97.3K2026-10-20
Long Island Wealth Management, Inc.
INCREASED44,16323,596+20,567+87%$933.0K$1.8M+$841.0K2026-10-20
Cannon Financial Strategists, Inc.
DECREASED42,57246,722-4,150-9%$1.8M$1.7M-$137.3K2026-10-19
Voisard Asset Management Group, Inc.
INCREASED41,68041,041+639+2%$1.6M$1.7M+$51.5K2026-10-13
Hartmann Taylor Wealth Management, LLC
NEW41,012—+41,012——$1.6M—2026-10-14
PCA Investment Advisory Services Inc.
INCREASED40,52839,650+878+2%$1.6M$1.6M+$60.3K2026-10-13
Retirement Guys Formula LLC
DECREASED40,12540,272-1470%$1.6M$1.6M+$19.5K2026-10-26
Forteris Wealth Management Inc.
INCREASED39,05937,428+1,631+4%$1.5M$1.6M+$89.1K2026-10-13
MFA Wealth Services
INCREASED38,30611,401+26,905+236%$450.8K$1.5M+$1.1M2026-10-14
Infinity Wealth Counsel, LLC
INCREASED36,42934,994+1,435+4%$1.4M$1.5M+$79.7K2026-10-15
Willow Creek Wealth Management Inc.
DECREASED35,69638,713-3,017-8%$1.5M$1.4M-$96.8K2026-10-26
Choreo, LLC
INCREASED34,06628,331+5,735+20%$1.1M$1.4M+$248.2K2026-10-28
Disciplined Equity Management, Inc.
UNCHANGED33,95033,95000%$1.3M$1.4M+$21.4K2026-10-14
Petersen Hastings Wealth Advisors Inc.
DECREASED33,67336,199-2,526-7%$1.4M$1.4M-$78.7K2026-10-27
Cowa, LLC
DECREASED32,80234,113-1,311-4%$1.3M$1.3M-$31.2K2026-10-30
Emprise Bank
DECREASED32,17732,248-710%$1.3M$1.3M+$17.5K2026-10-07
Mission Wealth Management, LP
INCREASED32,09229,805+2,287+8%$1.2M$1.3M+$110.6K2026-10-15
TruNorth Capital Management, LLC
UNCHANGED31,57731,57700%$1.2M$1.3M+$19.9K2026-10-14
Samalin Investment Counsel, LLC
DECREASED30,21230,694-482-2%$1.2M$1.2M-$542026-10-23
Oceanside Advisors LLC
INCREASED30,18929,828+361+1%$1.2M$1.2M+$33.3K2026-11-03
Sterling Financial Planning, Inc.
INCREASED29,75529,060+695+2%$1.1M$1.2M+$46.2K2026-10-28
Ocean Park Asset Management, LLC
INCREASED29,40021,300+8,100+38%$842.2K$1.2M+$338.8K2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED28,88128,88100%$1.1M$1.2M+$18.2K2026-10-14
Oder Investment Management, LLC
INCREASED27,19325,513+1,680+7%$1.0M$1.1M+$83.6K2026-11-09
Compound Planning, Inc.
INCREASED26,40216,055+10,347+64%$634.8K$1.1M+$425.8K2026-11-09
Spire Wealth Management
DECREASED25,55728,530-2,973-10%$1.1M$1.0M-$101.5K2026-10-30
Cogent Private Wealth, Inc.
DECREASED25,42625,652-226-1%$1.0M$1.0M+$7.1K2026-11-06
IFG Advisory, LLC
INCREASED23,21018,775+4,435+24%$742.4K$932.3K+$190.0K2026-11-09
Strathmore Capital Advisors, Inc.
INCREASED23,05315,732+7,321+47%$632.6K$945.4K+$312.8K2026-11-09
Approach Retirement Advisors, LLC
INCREASED22,65622,652+4+0%$895.7K$910.1K+$14.4K2026-10-22
Cardiff Park Advisors, LLC
INCREASED22,13816,606+5,532+33%$656.6K$889.3K+$232.7K2026-11-09
Wolfstich Capital, LLC
DECREASED21,63630,907-9,271-30%$1.2M$874.6K-$352.7K2026-10-14
McGrath & Associates, Inc.
INCREASED20,88720,460+427+2%$809.0K$839.0K+$30.1K2026-10-27
IFP Advisors, Inc
UNCHANGED20,79120,79100%$822.1K$835.2K+$13.1K2026-10-16
Pacific Asset Management, LLC
INCREASED20,73120,675+56+0%$817.5K$832.8K+$15.3K2026-10-15
Washington Trust Advisors, Inc.
DECREASED19,69420,125-431-2%$795.7K$791.1K-$4.6K2026-10-22
Tortoise Investment Management, LLC
INCREASED19,63918,807+832+4%$743.6K$788.9K+$45.3K2026-11-06
180 Wealth Advisors, LLC
INCREASED19,43114,566+4,865+33%$575.9K$780.5K+$204.6K2026-11-03
Prosperity Advisers, LLC
INCREASED19,33812,682+6,656+52%$501.4K$776.8K+$275.4K2026-10-28
SBK Financial, Inc.
INCREASED18,83812,714+6,124+48%$502.7K$756.7K+$254.0K2026-11-02
Fortitude Family Office, LLC
DECREASED18,77620,110-1,334-7%$795.1K$754.2K-$40.9K2026-10-14
Optima Capital LLC
UNCHANGED18,50018,50000%$731.5K$743.1K+$11.7K2026-10-29
Independent Wealth Advisors LLC
INCREASED17,6715,197+12,474+240%$205.5K$709.9K+$504.4K2026-10-27
Everest Financial Group LLC
INCREASED17,38817,324+64+0%$685.0K$698.5K+$13.5K2026-11-06
Naples Global Advisors, LLC
UNCHANGED16,78816,78800%$663.8K$674.4K+$10.6K2026-11-05
Wealth Management Nebraska
DECREASED16,60516,696-91-1%$660.2K$667.1K+$6.9K2026-10-26
Parkshore Wealth Management, Inc.
DECREASED16,57618,239-1,663-9%$721.2K$665.9K-$55.3K2026-10-13
TAGStone Capital, Inc.
INCREASED16,53916,489+50+0%$652.0K$664.4K+$12.4K2026-11-09
Opus Financial Solutions LLC
DECREASED16,41216,452-400%$650.5K$659.3K+$8.8K2026-11-06
Eastern Bank
UNCHANGED15,76415,76400%$623.3K$633.2K+$9.9K2026-10-05
Twin Cities Retirement Group LLC
INCREASED15,58310,401+5,182+50%$411.3K$626.0K+$214.7K2026-10-16
Clark Asset Management, LLC
INCREASED15,27515,270+5+0%$603.8K$613.6K+$9.8K2026-10-19
Summit Wealth Group LLC / Co
UNCHANGED15,04015,04000%$594.7K$604.1K+$9.5K2026-10-29
Sensible Money, LLC
INCREASED14,86914,818+51+0%$585.9K$597.3K+$11.4K2026-10-20
Wingate Wealth Advisors, Inc.
INCREASED14,65814,603+55+0%$577.4K$588.8K+$11.4K2026-10-26
Asset Dedication, LLC
INCREASED14,58814,538+50+0%$574.8K$586.0K+$11.2K2026-11-03
Warner Financial, Inc
INCREASED14,48514,430+55+0%$570.6K$581.9K+$11.3K2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED14,16214,127+35+0%$558.6K$568.9K+$10.3K2026-11-05
Momentous Wealth Management, Inc.
DECREASED13,98316,118-2,135-13%$637.3K$561.7K-$75.6K2026-10-21
Foundation Wealth Management, Llc\pa
DECREASED13,78714,537-750-5%$574.8K$553.8K-$21.0K2026-10-14
CogentBlue Wealth Advisors, LLC
DECREASED13,22615,177-1,951-13%$600.1K$531.3K-$68.8K2026-10-09
Melfa Wealth Management, Inc.
UNCHANGED12,84512,84500%$507.9K$516.0K+$8.1K2026-11-06
SYM Financial Corp
UNCHANGED12,49712,49700%$494.1K$502.0K+$7.9K2026-10-26
Atria Investments, Inc
INCREASED12,2878,619+3,668+43%$340.8K$493.6K+$152.8K2026-10-15
Tillman Hartley LLC
INCREASED12,09212,091+1+0%$478.1K$485.8K+$7.6K2026-11-06
CFS Investment Advisory Services, LLC
DECREASED11,94012,787-847-7%$507.8K$486.8K-$21.0K2026-10-19
Partners in Financial Planning
NEW11,855—+11,855——$476.2K—2026-11-06
Riverchase Wealth Management, LLC
INCREASED11,6839,755+1,928+20%$385.7K$469.3K+$83.6K2026-10-28
Florida Trust Wealth Management Co
INCREASED11,6056,827+4,778+70%$269.9K$466.2K+$196.2K2026-11-05
McClarren Financial Advisors, Inc.
INCREASED11,00610,976+30+0%$529.7K$537.6K+$8.0K2026-10-15
Canvas Wealth Advisors, LLC
UNCHANGED10,91310,91300%$431.5K$458.8K+$27.3K2026-11-02
Donalies Financial Planning, LLC
UNCHANGED10,78110,78100%$426.3K$433.1K+$6.8K2026-10-19
Valued Wealth Advisors LLC
INCREASED10,49310,139+354+3%$400.9K$421.5K+$20.6K2026-11-05
Western Wealth Management, LLC
INCREASED10,3749,122+1,252+14%$360.7K$416.7K+$56.0K2026-11-09
Dynamic Advisor Solutions LLC
UNCHANGED10,13510,13500%$400.7K$407.1K+$6.4K2026-10-13
55 North Private Wealth, LLC
DECREASED9,93110,172-241-2%$402.2K$398.9K-$3.3K2026-10-20
Financial Symmetry Inc
NEW9,927—+9,927——$398.8K—2026-10-06
Triune Financial Partners, LLC
NEW9,719—+9,719——$390.4K—2026-11-03
Dixon Fnancial Services, Inc.
INCREASED9,4679,067+400+4%$358.5K$380.3K+$21.8K2026-10-23
BCO Wealth Management LLC
DECREASED9,1809,315-135-1%$368.3K$368.8K+$4442026-10-14
Mullaney, Keating & Wright, Inc.
INCREASED9,1159,109+6+0%$360.2K$366.2K+$6.0K2026-10-19
Everhart Financial Group, Inc.
INCREASED9,0676,661+2,406+36%$263.4K$364.2K+$100.8K2026-10-08
Quadcap Wealth Management, LLC
DECREASED8,80410,631-1,827-17%$420.4K$353.7K-$66.7K2026-11-02
Squire Investment Management Company, LLC
UNCHANGED8,7908,79000%$347.6K$353.1K+$5.5K2026-11-03
RAM Investment Partners, LLC
INCREASED8,7016,301+2,400+38%$249.1K$349.5K+$100.4K2026-10-21
AlphaStar Capital Management, LLC
DECREASED8,6418,930-289-3%$353.1K$347.1K-$6.0K2026-10-16
Kane Co Wealth Management, Inc.
INCREASED8,5348,533+1+0%$337.4K$342.8K+$5.4K2026-11-04
Aurelius Family Office LLC
DECREASED8,5268,591-65-1%$339.7K$342.5K+$2.8K2026-10-23
Austin Wealth Management, LLC
DECREASED8,0339,814-1,781-18%$392.2K$327.5K-$64.7K2026-11-06
Integrity Alliance, Llc.
INCREASED7,9056,566+1,339+20%$259.6K$317.5K+$57.9K2026-10-29
TrustWell Financial Advisors, LLC
DECREASED7,8588,609-751-9%$340.4K$315.7K-$24.7K2026-10-15
Verdence Capital Advisors LLC
NEW7,534—+7,534——$302.6K—2026-10-26
Seamount Financial Group Inc
NEW7,406—+7,406——$297.5K—2026-10-21
Triad Wealth Partners, LLC
DECREASED7,0378,038-1,001-12%$329.4K$282.7K-$46.7K2026-10-26
Able Financial Group, LLC
DECREASED7,0057,205-200-3%$284.9K$281.4K-$3.5K2026-10-14
Lutz Financial Services LLC
INCREASED6,9655,972+993+17%$236.1K$279.8K+$43.7K2026-11-06
XY Planning Network, Inc.
DECREASED6,9307,347-417-6%$290.5K$278.4K-$12.2K2026-10-14
Shearwater Capital LLC
NEW6,503—+6,503——$261.2K—2026-10-13
OpenArc Corporate Advisory, LLC
UNCHANGED6,3146,31400%$249.7K$253.6K+$4.0K2026-10-21
Pioneer Wealth Management Group
UNCHANGED6,2766,27600%$248.2K$252.1K+$4.0K2026-10-09
Fonville Wealth Management LLC
UNCHANGED6,1456,14500%$243.0K$246.8K+$3.9K2026-10-28
Entrewealth, LLC
UNCHANGED6,1046,10400%$252.3K$245.2K-$7.1K2026-10-14
Balefire, LLC
UNCHANGED5,8075,80700%$229.6K$233.3K+$3.7K2026-10-09
Wedmont Private Capital
NEW5,786—+5,786——$235.9K—2026-10-09
Larry Mathis Financial Planning, LLC
INCREASED5,7255,587+138+2%$220.9K$230.0K+$9.1K2026-10-26
Lpwm LLC
NEW5,582—+5,582——$224.2K—2026-10-20
HUB Investment Partners, LLC
DECREASED5,2665,699-433-8%$225.3K$211.5K-$13.8K2026-11-03
Rockwood Wealth Management, LLC
INCREASED5,2215,215+6+0%$206.2K$209.7K+$3.5K2026-10-27
AlphaCore Capital LLC
INCREASED3,9143,910+4+0%$154.6K$157.2K+$2.6K2026-11-04
DecisionPoint Financial, LLC
INCREASED3,7273,405+322+9%$134.6K$150.3K+$15.7K2026-10-27
Jacobi Capital Management LLC
NEW3,671—+3,671——$147.5K—2026-11-05
S.A. Mason LLC
NEW2,529—+2,529——$101.6K—2026-10-13
Parkside Financial Bank & Trust
UNCHANGED1,9341,93400%$76.5K$77.7K+$1.2K2026-10-27
Barrett & Company, Inc.
UNCHANGED1,6171,61700%$63.9K$65.0K+$1.0K2026-10-22
Cherry Tree Wealth Management, LLC
INCREASED1,2001,131+69+6%$44.7K$48.2K+$3.5K2026-10-15
Addison Advisors LLC
UNCHANGED1,1851,18500%$46.9K$47.6K+$7472026-11-06
Angeles Wealth Management, LLC
UNCHANGED1,1461,14600%$45.3K$46.0K+$7222026-10-26
Jnba Financial Advisors
NEW1,120—+1,120——$45.0K—2026-11-03
Rossby Financial, LCC
INCREASED1,0881,084+4+0%$42.9K$43.7K+$8492026-11-05
Horizon Financial Services, LLC
UNCHANGED85185100%$33.6K$34.2K+$5362026-11-04
Maseco LLP
UNCHANGED78578500%$31.0K$31.5K+$4952026-10-27
Concord Wealth Partners
INCREASED671669+2+0%$26.4K$26.9K+$4982026-11-02
Signature Resources Capital Management, LLC
UNCHANGED65165100%$25.7K$26.2K+$4102026-10-16
UMB Bank, n.a.
NEW500—+500——$20.1K—2026-11-06
Global Trust Asset Management, LLC
UNCHANGED39839800%$15.7K$16.0K+$2512026-10-19
Creative Capital Management Investments LLC
UNCHANGED33133100%$13.1K$13.3K+$2082026-10-28
Bessemer Group Inc
NEW214—+214——$9—2026-11-09
EverSource Wealth Advisors, LLC
DECREASED201206-5-2%$8.1K$8.1K-$622026-11-04
LAM Group, Inc.
UNCHANGED505000%$2.0K$2.0K+$322026-10-26
Simplex Trading, LLC
DECREASED2843-15-35%$1.7K$1.1K-$5762026-11-04
Assetmark, Inc
NEW14—+14——$562—2026-10-21
Triangle Securities Wealth Management
CLOSED029,373-29,373-100%$1.2M$0-$1.2M2026-10-14
RCS Financial Planning, LLC
CLOSED011,633-11,633-100%$460.0K$0-$460.0K2026-10-14
Haven Private, LLC
CLOSED06,790-6,790-100%$268.5K$0-$268.5K2026-10-27
Earned Wealth Advisors, LLC
CLOSED05,915-5,915-100%$233.9K$0-$233.9K2026-11-06
AdvisorNet Financial, Inc
CLOSED03,163-3,163-100%$125.1K$0-$125.1K2026-10-15
Evermay Wealth Management LLC
CLOSED01,415-1,415-100%$56.0K$0-$56.0K2026-11-05
Central Trust Co
CLOSED01,155-1,155-100%$45.7K$0-$45.7K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED01,096-1,096-100%$43.3K$0-$43.3K2026-10-26
Arlington Trust Co LLC
CLOSED0141-141-100%$5.6K$0-$5.6K2026-10-20
Coston, McIsaac & Partners
CLOSED014-14-100%$0$0$02026-11-06
Cetera Investment Advisers
N/A—4,424,238-4,424,238-100%$174.9M———
Truepoint, Inc.
N/A—3,343,050-3,343,050-100%$132.2M———
Mosaic Family Wealth Partners, LLC
N/A—3,140,205-3,140,205-100%$124.2M———
Cerity Partners LLC
N/A—2,877,128-2,877,128-100%$113.8M———
EP Wealth Advisors, LLC
N/A—2,732,777-2,732,777-100%$108.1M———
Pathstone Holdings, LLC
N/A—2,586,574-2,586,574-100%$102.3M———
Beacon Pointe Advisors, LLC
N/A—2,312,335-2,312,335-100%$91.4M———
HighTower Advisors, LLC
N/A—2,247,684-2,247,684-100%$88.9M———
Premier Financial Group
N/A—1,138,364-1,138,364-100%$45.0M———
Mariner, LLC
N/A—1,077,734-1,077,734-100%$42.6M———
Two Sigma Investments, LP
N/A—1,056,800-1,056,800-100%$41.8M———
Bank of America Corp
N/A—1,024,753-1,024,753-100%$40.5M———
Team Hewins, LLC
N/A—935,378-935,378-100%$37.0M———
OneDigital Investment Advisors LLC
N/A—923,950-923,950-100%$36.5M———
Great OAK Capital Partners, LLC
N/A—922,973-922,973-100%$37.0M———
Raymond James Financial Inc
N/A—920,376-920,376-100%$36.4M———
Tumwater Wealth Management, LLC
N/A—906,834-906,834-100%$35.9M———
Betterment LLC
N/A—843,473-843,473-100%$33.4M———
Fort Vancouver Investment Management, LLC
N/A—775,331-775,331-100%$30.7M———
WPWealth LLP
N/A—754,491-754,491-100%$29.8M———
Envestnet Asset Management Inc
N/A—736,899-736,899-100%$29.1M———
Tobias Financial Advisors, Inc.
N/A—715,031-715,031-100%$28.3M———
VeraBank, N.A.
N/A—710,583-710,583-100%$28.1M———
Mercer Global Advisors Inc
N/A—676,365-676,365-100%$26.7M———
Compass Advisory Group LLC
N/A—561,619-561,619-100%$22.2M———
Financial Engines Advisors L.L.C.
N/A—464,937-464,937-100%$18.4M———
JPMorgan Chase & Co
N/A—448,487-448,487-100%$17.8M———
Disciplined Investments, LLC
N/A—426,625-426,625-100%$16.9M———
Advisory Alpha, LLC
N/A—394,851-394,851-100%$15.6M———
Liberty Wealth Management LLC
N/A—382,353-382,353-100%$13.7M———
Focus Partners Wealth
N/A—321,136-321,136-100%$12.7M———
Focus Partners Advisor Solutions, LLC
N/A—305,126-305,126-100%$12.1M———
Atlantic Union Bankshares Corp
N/A—257,927-257,927-100%$10.2M———
Ruedi Wealth Management, Inc.
N/A—255,378-255,378-100%$10.1M———
MML Investors Services, LLC
N/A—250,031-250,031-100%$9.9M———
Osaic Holdings, Inc.
N/A—243,503-243,503-100%$9.6M———
Vance Wealth, LLC
N/A—235,682-235,682-100%$9.3M———
Longview Financial Advisors LLC
N/A—233,381-233,381-100%$9.2M———
Waverly Advisors, LLC
N/A—221,536-221,536-100%$8.8M———
Cordant, Inc.
N/A—219,106-219,106-100%$8.7M———
Stifel Financial Corp
N/A—189,357-189,357-100%$7.5M———
NewEdge Advisors, LLC
N/A—175,267-175,267-100%$6.9M———
LRI Investments, LLC
N/A—157,462-157,462-100%$6.2M———
Sequoia Financial Advisors, LLC
N/A—156,816-156,816-100%$6.2M———
Pinney & Scofield, Inc.
N/A—155,964-155,964-100%$6.2M———
Arax Advisory Partners
N/A—147,749-147,749-100%$5.8M———
McCartney Wealth Management LLC
N/A—139,676-139,676-100%$5.5M———
American Investment Services, Inc.
N/A—136,747-136,747-100%$5.4M———
Vawter Financial, Ltd.
N/A—134,315-134,315-100%$5.3M———
Royal Bank of Canada
N/A—130,049-130,049-100%$5.1M———
Morris Financial Concepts, Inc.
N/A—124,011-124,011-100%$4.9M———
Commerce Bank
N/A—119,283-119,283-100%$4.7M———
Composition Wealth, LLC
N/A—115,681-115,681-100%$4.6M———
Professional Financial Solutions LLC
N/A—113,901-113,901-100%$4.5M———
Panoramic Investment Advisors, LLC
N/A—113,194-113,194-100%$4.5M———
Quantinno Capital Management LP
N/A—110,587-110,587-100%$4.4M———
Envision Financial Planning, LLC
N/A—109,950-109,950-100%$4.3M———
Ponta Wealth Partners, LLC
N/A—100,683-100,683-100%$4.0M———
Marshall Wace, LLP
N/A—99,377-99,377-100%$3.9M———
Disciplined Investors, L.L.C.
N/A—85,355-85,355-100%$3.4M———
Vantage Point Financial LLC
N/A—83,349-83,349-100%$3.3M———
Parkwoods Wealth Partners, LLC
N/A—82,407-82,407-100%$3.3M———
Strategic Investment Solutions, Inc.
N/A—80,610-80,610-100%$3.2M———
Pine Harbor Wealth Management, LLC
N/A—76,792-76,792-100%$3.0M———
Qube Research & Technologies Ltd
N/A—74,201-74,201-100%$2.9M———
Essex Financial Services, Inc.
N/A—65,576-65,576-100%$2.6M———
Sanctuary Advisors, LLC
N/A—64,210-64,210-100%$2.5M———
Equitable Holdings, Inc.
N/A—50,004-50,004-100%$2.0M———
Drucker Wealth 3.0, LLC
N/A—49,007-49,007-100%$1.9M———
Berger Financial Group, Inc
N/A—48,235-48,235-100%$1.9M———
Captrust Financial Advisors
N/A—44,477-44,477-100%$1.8M———
Zhang Financial LLC
N/A—44,426-44,426-100%$1.8M———
Vestmark Advisory Solutions, Inc.
N/A—44,110-44,110-100%$1.7M———
AQR Capital Management LLC
N/A—43,810-43,810-100%$1.7M———
Northern Trust Corp
N/A—39,450-39,450-100%$1.6M———
Aegis Wealth Management LLC
N/A—36,405-36,405-100%$1.4M———
Renaissance Technologies LLC
N/A—35,400-35,400-100%$1.4M———
Morgan Stanley
N/A—33,689-33,689-100%$1.3M———
Savvy Advisors, Inc.
N/A—33,131-33,131-100%$1.3M———
Forum Finance Group S.A.
N/A—32,891-32,891-100%$1.1K———
Curio Wealth, LLC
N/A—32,452-32,452-100%$1.3M———
Bridgewater Advisors Inc.
N/A—30,630-30,630-100%$1.3M———
Eldridge Investment Advisors, Inc.
N/A—30,008-30,008-100%$1.2M———
Baird Financial Group, Inc.
N/A—28,845-28,845-100%$1.1M———
Seneschal Advisors, LLC
N/A—24,840-24,840-100%$982.2K———
Dorsey & Whitney Trust Co LLC
N/A—24,732-24,732-100%$977.9K———
Security National Bank of Sioux City Iowa
N/A—24,585-24,585-100%$972.1K———
Susquehanna International Group, LLP
N/A—24,085-24,085-100%$952.3K———
Fortis Capital Management LLC
N/A—23,513-23,513-100%$929.7K———
Tower Research Capital LLC (TRC)
N/A—22,757-22,757-100%$899.8K———
Waterloo Capital, L.P.
N/A—20,411-20,411-100%$807.0K———
Tyche Wealth Partners LLC
N/A—19,316-19,316-100%$763.8K———
WorthPointe, LLC
N/A—19,139-19,139-100%$756.8K———
Cloud Capital Management, LLC
N/A—18,681-18,681-100%$738.0K———
C M Bidwell & Associates LTD
N/A—18,503-18,503-100%$731.6K———
TRB Wealth Management, LLC
N/A—16,872-16,872-100%$667.1K———
Vistica Wealth Advisors, LLC
N/A—16,081-16,081-100%$635.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,535-15,535-100%$614.3K———
Private Advisor Group, LLC
N/A—15,194-15,194-100%$600.8K———
EQ Wealth Advisors, LLC
N/A—14,473-14,473-100%$572.3K———
BlackRock, Inc.
N/A—14,098-14,098-100%$557.4K———
KEB Asset Management, LLC
N/A—13,879-13,879-100%$548.8K———
RB Capital Management, LLC
N/A—13,349-13,349-100%$527.8K———
Northwestern Mutual Wealth Management Co
N/A—12,567-12,567-100%$496.9K———
Mitchell Mcleod Pugh & Williams Inc
N/A—11,359-11,359-100%$449.1K———
Investment Advisory Group, LLC
N/A—10,833-10,833-100%$428.3K———
Wells Fargo & Company
N/A—10,735-10,735-100%$424.5K———
Security National Bank of SO DAK
N/A—9,955-9,955-100%$393.6K———
Summit Financial, LLC
N/A—9,493-9,493-100%$375.4K———
GeoWealth Management, LLC
N/A—9,301-9,301-100%$367.8K———
Stratos Wealth Partners, Ltd.
N/A—9,225-9,225-100%$364.8K———
Operose Advisors LLC
N/A—9,123-9,123-100%$360.8K———
Hilltop Holdings Inc.
N/A—8,237-8,237-100%$325.7K———
Calton & Associates, Inc.
N/A—8,170-8,170-100%$323.0K———
Fidelis Capital Partners, LLC
N/A—7,754-7,754-100%$306.6K———
Johnson Investment Counsel Inc
N/A—7,204-7,204-100%$284.8K———
Mutual Advisors, LLC
N/A—6,405-6,405-100%$253.2K———
Huntington National Bank
N/A—6,369-6,369-100%$251.8K———
Wealthspire Advisors, LLC
N/A—6,117-6,117-100%$241.9K———
Smartleaf Asset Management LLC
N/A—5,915-5,915-100%$234.7K———
XTX Topco Ltd
N/A—5,819-5,819-100%$230.1K———
VSM Wealth Advisory, LLC
N/A—5,811-5,811-100%$229.8K———
UBS Group AG
N/A—5,656-5,656-100%$223.6K———
SEI Investments Co
N/A—5,533-5,533-100%$218.8K———
Nuveen, LLC
N/A—5,329-5,329-100%$210.7K———
Cary Street Partners Investment Advisory LLC
N/A—4,886-4,886-100%$193.2K———
Cary Street Partners Financial LLC
N/A—4,423-4,423-100%$174.9K———
Innovative Asset Advisors Group, LLC
N/A—4,386-4,386-100%$173.4K———
Global Retirement Partners, LLC
N/A—4,076-4,076-100%$161.2K———
Nalls Sherbakoff Group, LLC
N/A—3,089-3,089-100%$122.1K———
FMR LLC
N/A—2,650-2,650-100%$104.8K———
Steward Partners Investment Advisory, LLC
N/A—1,753-1,753-100%$69.3K———
O'shaughnessy Asset Management, LLC
N/A—1,601-1,601-100%$63.3K———
Glassman Wealth Services
N/A—1,000-1,000-100%$39.5K———
Topsail Wealth Management, LLC
N/A—958-958-100%$37.9K———
Atomic Invest LLC
N/A—953-953-100%$37.8K———
Providence Capital Advisors, LLC
N/A—849-849-100%$33.6K———
SHP Wealth Management
N/A—230-230-100%$9.1K———
Vanguard Advisers Inc
N/A—160-160-100%$6.3K———
BFC Planning, Inc.
N/A—119-119-100%$4.7K———
Corsicana & Co.
N/A—71-71-100%$2.8K———
Medallion Wealth Advisors, LLC
N/A—52-52-100%$2.1K———
ST Germain D J Co Inc
N/A—00—$15———
Showing 422 of 422 institutions