IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

DIM GLB Sustain FIX Inc ETF (DFSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Abacus Wealth Partners, LLC
INCREASED
Shares3,172,806 from 2,882,992
Change+289,814 (+10%)
Value$157.2M (+$7.0M)
Filed 2026-11-03
Maseco LLP
INCREASED
Shares2,041,580 from 1,922,639
Change+118,941 (+6%)
Value$101.2M (+$1.1M)
Filed 2026-10-27
Quantum Financial Advisors, LLC
INCREASED
Shares594,604 from 540,560
Change+54,044 (+10%)
Value$29.5M (+$1.3M)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares301,678 from 290,108
Change+11,570 (+4%)
Value$14.9M (-$169.5K)
Filed 2026-10-23
Parkshore Wealth Management, Inc.
INCREASED
Shares259,338 from 235,814
Change+23,524 (+10%)
Value$12.9M (+$561.8K)
Filed 2026-10-13
Momentous Wealth Management, Inc.
INCREASED
Shares216,808 from 189,457
Change+27,351 (+14%)
Value$10.7M (+$870.1K)
Filed 2026-10-21
Shira Ridge Wealth Management
INCREASED
Shares203,256 from 126,923
Change+76,333 (+60%)
Value$10.1M (+$3.5M)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares194,439 from 181,331
Change+13,108 (+7%)
Value$9.7M (+$262.3K)
Filed 2026-10-08
Citrine Capital LLC
INCREASED
Shares172,560 from 164,174
Change+8,386 (+5%)
Value$8.6M (-$4.8K)
Filed 2026-10-14
Clarity Wealth Development LLC
INCREASED
Shares159,833 from 72,072
Change+87,761 (+122%)
Value$7.9M (+$4.2M)
Filed 2026-10-22
Allodium Investment Consultants, LLC
INCREASED
Shares120,462 from 110,544
Change+9,918 (+9%)
Value$6.0M (+$208.4K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares102,348 from 101,695
Change+653 (+1%)
Value$5.1M (-$160.7K)
Filed 2026-10-13
RAM Investment Partners, LLC
DECREASED
Shares59,430 from 62,167
Change-2,737 (-4%)
Value$2.9M (-$294.8K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares51,343 from 49,833
Change+1,510 (+3%)
Value$2.5M (-$52.8K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
INCREASED
Shares49,307 from 49,039
Change+268 (+1%)
Value$2.4M (-$112.3K)
Filed 2026-10-29
Beacon Hill Wealth Management Ltd.
INCREASED
Shares48,854 from 44,461
Change+4,393 (+10%)
Value$2.4M (+$103.8K)
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares48,123 from 42,282
Change+5,841 (+14%)
Value$2.4M (+$181.2K)
Filed 2026-10-19
Wheels Up Wealth, Inc.
INCREASED
Shares47,922 from 31,600
Change+16,322 (+52%)
Value$2.4M (+$727.8K)
Filed 2026-10-27
Equita Financial Network, Inc.
INCREASED
Shares36,503 from 8,858
Change+27,645 (+312%)
Value$1.8M (+$1.3M)
Filed 2026-10-19
Creative Capital Management Investments LLC
INCREASED
Shares35,849 from 34,240
Change+1,609 (+5%)
Value$1.8M (-$7.9K)
Filed 2026-10-28
Babb Wealth Advisors LLC
INCREASED
Shares35,287 from 28,869
Change+6,418 (+22%)
Value$1.7M (+$244.1K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares33,132 from 25,149
Change+7,983 (+32%)
Value$1.6M (+$331.2K)
Filed 2026-10-29
Destiny Wealth Partners, LLC
NEW
Shares32,597
Change+32,597
Value$1.6M
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares30,135 from 44,191
Change-14,056 (-32%)
Value$1.5M (-$809.7K)
Filed 2026-10-08
Root Financial Partners, LLC
INCREASED
Shares29,398 from 21,465
Change+7,933 (+37%)
Value$1.5M (+$338.1K)
Filed 2026-10-21
Samalin Investment Counsel, LLC
INCREASED
Shares28,885 from 27,209
Change+1,676 (+6%)
Value$1.4M (+$13.4K)
Filed 2026-10-23
Tanager Wealth Management LLP
DECREASED
Shares27,172 from 27,362
Change-190 (-1%)
Value$1.3M (-$79.5K)
Filed 2026-10-19
Wealth Advisors Northwest LLC
INCREASED
Shares24,595 from 21,157
Change+3,438 (+16%)
Value$1.2M (+$116.2K)
Filed 2026-10-29
RW Investment Management LLC
DECREASED
Shares22,005 from 22,272
Change-267 (-1%)
Value$1.1M (-$70.3K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares21,780 from 20,479
Change+1,301 (+6%)
Value$1.1M (+$12.1K)
Filed 2026-11-02
HighTower Advisors, LLC
INCREASED
Shares19,441 from 19,418
Change+23 (+0%)
Value$963.3K (-$48.6K)
Filed 2026-11-10
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,634 from 18,664
Change-30 (0%)
Value$923.0K (-$50.0K)
Filed 2026-11-02
Strathmore Capital Advisors, Inc.
INCREASED
Shares17,915 from 17,625
Change+290 (+2%)
Value$907.2K (+$9.6K)
Filed 2026-11-09
Flagstone Financial Management
INCREASED
Shares17,664 from 17,292
Change+372 (+2%)
Value$875.2K (-$25.8K)
Filed 2026-11-05
BetterWealth, LLC
INCREASED
Shares17,134 from 17,042
Change+92 (+1%)
Value$849.0K (-$39.1K)
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares17,096 from 17,068
Change+28 (+0%)
Value$847.1K (-$42.4K)
Filed 2026-10-28
Skyline Advisors, Inc.
INCREASED
Shares16,871 from 16,437
Change+434 (+3%)
Value$836.0K (-$20.6K)
Filed 2026-11-03
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares16,778 from 13,398
Change+3,380 (+25%)
Value$831.3K (+$133.2K)
Filed 2026-10-27
Silver Oak Advisory Group, Inc.
NEW
Shares15,732
Change+15,732
Value$779.5K
Filed 2026-11-06
Clarity Asset Management, Inc.
INCREASED
Shares15,182 from 14,935
Change+247 (+2%)
Value$752.3K (-$26.0K)
Filed 2026-10-14
Verisail Partners, LLC
INCREASED
Shares13,764 from 13,427
Change+337 (+3%)
Value$682.0K (-$17.7K)
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
INCREASED
Shares13,453 from 13,128
Change+325 (+2%)
Value$666.6K (-$17.5K)
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares13,378 from 13,439
Change-61 (0%)
Value$666.6K (-$33.7K)
Filed 2026-10-13
Vestment Financial LLC
INCREASED
Shares12,175 from 11,989
Change+186 (+2%)
Value$601.8K (-$18.3K)
Filed 2026-10-13
Freedom Day Solutions, LLC
DECREASED
Shares11,663 from 11,799
Change-136 (-1%)
Value$577.9K (-$36.9K)
Filed 2026-10-20
Tillman Hartley LLC
INCREASED
Shares11,288 from 9,112
Change+2,176 (+24%)
Value$559.3K (+$84.5K)
Filed 2026-11-06
Summit Wealth Group, LLC
UNCHANGED
Shares11,288 from 11,288
Change0 (0%)
Value$559.3K (-$28.9K)
Filed 2026-11-09
Grand Wealth Management, LLC
INCREASED
Shares10,070 from 9,214
Change+856 (+9%)
Value$499.0K (+$18.8K)
Filed 2026-11-09
Fiduciary Financial Group, LLC
INCREASED
Shares9,881 from 9,201
Change+680 (+7%)
Value$489.6K (+$10.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares9,691 from 9,607
Change+84 (+1%)
Value$480.2K (-$20.4K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares9,061 from 8,962
Change+99 (+1%)
Value$448.9K (-$18.1K)
Filed 2026-11-05
Mission Wealth Management, LP
INCREASED
Shares8,614 from 8,399
Change+215 (+3%)
Value$426.8K (-$10.9K)
Filed 2026-10-15
Ballast Rock Private Wealth LLC
INCREASED
Shares8,139 from 7,794
Change+345 (+4%)
Value$403.3K (-$2.9K)
Filed 2026-10-26
Shore Point Advisors, LLC
INCREASED
Shares7,996 from 7,748
Change+248 (+3%)
Value$396.2K (-$7.5K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares7,817 from 7,131
Change+686 (+10%)
Value$387.3K (+$15.7K)
Filed 2026-10-21
Stewardship Advisors, LLC
INCREASED
Shares7,732 from 7,714
Change+18 (+0%)
Value$383.1K (-$18.9K)
Filed 2026-10-20
Level Financial Advisors
DECREASED
Shares7,691 from 15,384
Change-7,693 (-50%)
Value$381.1K (-$420.6K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares7,628 from 8,119
Change-491 (-6%)
Value$378.0K (-$45.1K)
Filed 2026-11-02
XY Planning Network, Inc.
UNCHANGED
Shares7,053 from 7,053
Change0 (0%)
Value$349.5K (-$18.1K)
Filed 2026-10-14
Legacy Financial Advisors, Inc.
INCREASED
Shares5,364 from 5,270
Change+94 (+2%)
Value$265.8K (-$8.8K)
Filed 2026-11-09
Greenspring Advisors, LLC
INCREASED
Shares5,306 from 5,181
Change+125 (+2%)
Value$262.9K (-$7.1K)
Filed 2026-11-05
Ariadne Wealth Management, LP
INCREASED
Shares4,681 from 4,666
Change+15 (+0%)
Value$232.0K (-$11.2K)
Filed 2026-11-06
Washington Trust Advisors, Inc.
INCREASED
Shares4,653 from 4,514
Change+139 (+3%)
Value$230.6K (-$4.7K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares4,566 from 4,505
Change+61 (+1%)
Value$226.3K (-$8.5K)
Filed 2026-10-13
EnRich Financial Partners LLC
INCREASED
Shares4,417 from 4,293
Change+124 (+3%)
Value$218.9K (-$4.8K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
INCREASED
Shares4,394 from 3,112
Change+1,282 (+41%)
Value$217.7K (+$55.6K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
INCREASED
Shares4,394 from 4,297
Change+97 (+2%)
Value$217.7K (-$6.2K)
Filed 2026-10-16
Sprinkle Financial Consultants LLC
INCREASED
Shares4,190 from 4,133
Change+57 (+1%)
Value$207.6K (-$7.8K)
Filed 2026-10-09
Envision Financial LLC
NEW
Shares4,115
Change+4,115
Value$203.9K
Filed 2026-10-15
Coston, McIsaac & Partners
INCREASED
Shares3,541 from 3,531
Change+10 (+0%)
Value$175.5K (-$8.5K)
Filed 2026-11-06
Concord Wealth Partners
DECREASED
Shares3,429 from 11,999
Change-8,570 (-71%)
Value$169.9K (-$455.3K)
Filed 2026-11-02
Bank of Montreal
INCREASED
Shares3,249 from 3,031
Change+218 (+7%)
Value$161.0K (+$3.0K)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,401 from 1,351
Change+1,050 (+78%)
Value$119.0K (+$48.6K)
Filed 2026-10-26
Cardiff Park Advisors, LLC
INCREASED
Shares2,304 from 2,161
Change+143 (+7%)
Value$114.1K (+$1.5K)
Filed 2026-11-09
US Bancorp \de\
NEW
Shares1,534
Change+1,534
Value$76.0K
Filed 2026-11-05
Elevate Wealth Advisory, Inc
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$44.9K (-$2.3K)
Filed 2026-10-29
Elevation Wealth Partners, LLC
INCREASED
Shares899 from 887
Change+12 (+1%)
Value$44.5K (-$1.7K)
Filed 2026-10-07
Harbour Investments, Inc.
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$41.4K (-$2.1K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares769 from 637
Change+132 (+21%)
Value$38.1K (+$4.9K)
Filed 2026-10-16
SYM Financial Corp
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$33.8K (-$1.7K)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$23.5K (-$1.2K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$5 ($0)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$3.3K ($0)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 29,868
Change-29,868 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-26
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 7,831
Change-7,831 (-100%)
Value$0 (-$405.2K)
Filed 2026-10-13
Long Island Wealth Management, Inc.
CLOSED
Shares0 from 4,374
Change-4,374 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-20
Brookstone Capital Management
CLOSED
Shares0 from 4,195
Change-4,195 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 2,747
Change-2,747 (-100%)
Value$0 (-$143.1K)
Filed 2026-10-15
Assetmark, Inc
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$31.2K)
Filed 2026-10-21
Mercer Global Advisors Inc
N/A
Shares— from 1,006,647
Change-1,006,647 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 285,526
Change-285,526 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 258,358
Change-258,358 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 241,479
Change-241,479 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 193,316
Change-193,316 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 94,318
Change-94,318 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 92,956
Change-92,956 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 92,724
Change-92,724 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 90,070
Change-90,070 (-100%)
Value—
Betterment LLC
N/A
Shares— from 58,449
Change-58,449 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 36,340
Change-36,340 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 34,250
Change-34,250 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 31,001
Change-31,001 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 27,687
Change-27,687 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 25,742
Change-25,742 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 21,108
Change-21,108 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 17,750
Change-17,750 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,133
Change-17,133 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 15,943
Change-15,943 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 14,486
Change-14,486 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 13,119
Change-13,119 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,285
Change-12,285 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 11,985
Change-11,985 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 11,529
Change-11,529 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,544
Change-10,544 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 8,455
Change-8,455 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 7,153
Change-7,153 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 6,487
Change-6,487 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 5,494
Change-5,494 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 172
Change-172 (-100%)
Value—
Status
Abacus Wealth Partners, LLC
INCREASED3,172,8062,882,992+289,814+10%$150.2M$157.2M+$7.0M2026-11-03
Maseco LLP
INCREASED2,041,5801,922,639+118,941+6%$100.1M$101.2M+$1.1M2026-10-27
Quantum Financial Advisors, LLC
INCREASED594,604540,560+54,044+10%$28.2M$29.5M+$1.3M2026-11-03
Simplicity Wealth,LLC
INCREASED301,678290,108+11,570+4%$15.1M$14.9M-$169.5K2026-10-23
Parkshore Wealth Management, Inc.
INCREASED259,338235,814+23,524+10%$12.3M$12.9M+$561.8K2026-10-13
Momentous Wealth Management, Inc.
INCREASED216,808189,457+27,351+14%$9.9M$10.7M+$870.1K2026-10-21
Shira Ridge Wealth Management
INCREASED203,256126,923+76,333+60%$6.6M$10.1M+$3.5M2026-10-09
Apella Capital, LLC
INCREASED194,439181,331+13,108+7%$9.4M$9.7M+$262.3K2026-10-08
Citrine Capital LLC
INCREASED172,560164,174+8,386+5%$8.6M$8.6M-$4.8K2026-10-14
Clarity Wealth Development LLC
INCREASED159,83372,072+87,761+122%$3.8M$7.9M+$4.2M2026-10-22
Allodium Investment Consultants, LLC
INCREASED120,462110,544+9,918+9%$5.8M$6.0M+$208.4K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED102,348101,695+653+1%$5.3M$5.1M-$160.7K2026-10-13
RAM Investment Partners, LLC
DECREASED59,43062,167-2,737-4%$3.2M$2.9M-$294.8K2026-10-21
LPL Financial LLC
INCREASED51,34349,833+1,510+3%$2.6M$2.5M-$52.8K2026-11-06
Summit Wealth Group LLC / Co
INCREASED49,30749,039+268+1%$2.6M$2.4M-$112.3K2026-10-29
Beacon Hill Wealth Management Ltd.
INCREASED48,85444,461+4,393+10%$2.3M$2.4M+$103.8K2026-10-21
AA Financial Advisors, LLC
INCREASED48,12342,282+5,841+14%$2.2M$2.4M+$181.2K2026-10-19
Wheels Up Wealth, Inc.
INCREASED47,92231,600+16,322+52%$1.6M$2.4M+$727.8K2026-10-27
Equita Financial Network, Inc.
INCREASED36,5038,858+27,645+312%$461.6K$1.8M+$1.3M2026-10-19
Creative Capital Management Investments LLC
INCREASED35,84934,240+1,609+5%$1.8M$1.8M-$7.9K2026-10-28
Babb Wealth Advisors LLC
INCREASED35,28728,869+6,418+22%$1.5M$1.7M+$244.1K2026-10-30
Vise Technologies, Inc.
INCREASED33,13225,149+7,983+32%$1.3M$1.6M+$331.2K2026-10-29
Destiny Wealth Partners, LLC
NEW32,597—+32,597——$1.6M—2026-11-05
Farther Finance Advisors, LLC
DECREASED30,13544,191-14,056-32%$2.3M$1.5M-$809.7K2026-10-08
Root Financial Partners, LLC
INCREASED29,39821,465+7,933+37%$1.1M$1.5M+$338.1K2026-10-21
Samalin Investment Counsel, LLC
INCREASED28,88527,209+1,676+6%$1.4M$1.4M+$13.4K2026-10-23
Tanager Wealth Management LLP
DECREASED27,17227,362-190-1%$1.4M$1.3M-$79.5K2026-10-19
Wealth Advisors Northwest LLC
INCREASED24,59521,157+3,438+16%$1.1M$1.2M+$116.2K2026-10-29
RW Investment Management LLC
DECREASED22,00522,272-267-1%$1.2M$1.1M-$70.3K2026-11-03
Commonwealth Equity Services, LLC
INCREASED21,78020,479+1,301+6%$1.1M$1.1M+$12.1K2026-11-02
HighTower Advisors, LLC
INCREASED19,44119,418+23+0%$1.0M$963.3K-$48.6K2026-11-10
Cambridge Investment Research Advisors, Inc.
DECREASED18,63418,664-300%$973.0K$923.0K-$50.0K2026-11-02
Strathmore Capital Advisors, Inc.
INCREASED17,91517,625+290+2%$897.6K$907.2K+$9.6K2026-11-09
Flagstone Financial Management
INCREASED17,66417,292+372+2%$901.1K$875.2K-$25.8K2026-11-05
BetterWealth, LLC
INCREASED17,13417,042+92+1%$888.1K$849.0K-$39.1K2026-10-15
Modera Wealth Management, LLC
INCREASED17,09617,068+28+0%$889.4K$847.1K-$42.4K2026-10-28
Skyline Advisors, Inc.
INCREASED16,87116,437+434+3%$856.5K$836.0K-$20.6K2026-11-03
Petersen Hastings Wealth Advisors Inc.
INCREASED16,77813,398+3,380+25%$698.2K$831.3K+$133.2K2026-10-27
Silver Oak Advisory Group, Inc.
NEW15,732—+15,732——$779.5K—2026-11-06
Clarity Asset Management, Inc.
INCREASED15,18214,935+247+2%$778.3K$752.3K-$26.0K2026-10-14
Verisail Partners, LLC
INCREASED13,76413,427+337+3%$699.7K$682.0K-$17.7K2026-10-19
DiNuzzo Private Wealth, Inc.
INCREASED13,45313,128+325+2%$684.1K$666.6K-$17.5K2026-10-16
Krilogy Financial LLC
DECREASED13,37813,439-610%$700.3K$666.6K-$33.7K2026-10-13
Vestment Financial LLC
INCREASED12,17511,989+186+2%$620.1K$601.8K-$18.3K2026-10-13
Freedom Day Solutions, LLC
DECREASED11,66311,799-136-1%$614.8K$577.9K-$36.9K2026-10-20
Tillman Hartley LLC
INCREASED11,2889,112+2,176+24%$474.8K$559.3K+$84.5K2026-11-06
Summit Wealth Group, LLC
UNCHANGED11,28811,28800%$588.2K$559.3K-$28.9K2026-11-09
Grand Wealth Management, LLC
INCREASED10,0709,214+856+9%$480.2K$499.0K+$18.8K2026-11-09
Fiduciary Financial Group, LLC
INCREASED9,8819,201+680+7%$479.5K$489.6K+$10.1K2026-10-13
Kestra Advisory Services, LLC
INCREASED9,6919,607+84+1%$500.6K$480.2K-$20.4K2026-11-02
Rossby Financial, LCC
INCREASED9,0618,962+99+1%$467.0K$448.9K-$18.1K2026-11-05
Mission Wealth Management, LP
INCREASED8,6148,399+215+3%$437.7K$426.8K-$10.9K2026-10-15
Ballast Rock Private Wealth LLC
INCREASED8,1397,794+345+4%$406.1K$403.3K-$2.9K2026-10-26
Shore Point Advisors, LLC
INCREASED7,9967,748+248+3%$403.8K$396.2K-$7.5K2026-10-14
Wealthcare Advisory Partners LLC
INCREASED7,8177,131+686+10%$371.6K$387.3K+$15.7K2026-10-21
Stewardship Advisors, LLC
INCREASED7,7327,714+18+0%$402.0K$383.1K-$18.9K2026-10-20
Level Financial Advisors
DECREASED7,69115,384-7,693-50%$801.6K$381.1K-$420.6K2026-10-13
Creative Planning
DECREASED7,6288,119-491-6%$423.1K$378.0K-$45.1K2026-11-02
XY Planning Network, Inc.
UNCHANGED7,0537,05300%$367.5K$349.5K-$18.1K2026-10-14
Legacy Financial Advisors, Inc.
INCREASED5,3645,270+94+2%$274.6K$265.8K-$8.8K2026-11-09
Greenspring Advisors, LLC
INCREASED5,3065,181+125+2%$270.0K$262.9K-$7.1K2026-11-05
Ariadne Wealth Management, LP
INCREASED4,6814,666+15+0%$243.2K$232.0K-$11.2K2026-11-06
Washington Trust Advisors, Inc.
INCREASED4,6534,514+139+3%$235.2K$230.6K-$4.7K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED4,5664,505+61+1%$234.7K$226.3K-$8.5K2026-10-13
EnRich Financial Partners LLC
INCREASED4,4174,293+124+3%$223.7K$218.9K-$4.8K2026-10-21
JFS Wealth Advisors, LLC
INCREASED4,3943,112+1,282+41%$162.2K$217.7K+$55.6K2026-11-03
Signature Resources Capital Management, LLC
INCREASED4,3944,297+97+2%$223.9K$217.7K-$6.2K2026-10-16
Sprinkle Financial Consultants LLC
INCREASED4,1904,133+57+1%$215.4K$207.6K-$7.8K2026-10-09
Envision Financial LLC
NEW4,115—+4,115——$203.9K—2026-10-15
Coston, McIsaac & Partners
INCREASED3,5413,531+10+0%$184.0K$175.5K-$8.5K2026-11-06
Concord Wealth Partners
DECREASED3,42911,999-8,570-71%$625.2K$169.9K-$455.3K2026-11-02
Bank of Montreal
INCREASED3,2493,031+218+7%$157.9K$161.0K+$3.0K2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED2,4011,351+1,050+78%$70.4K$119.0K+$48.6K2026-10-26
Cardiff Park Advisors, LLC
INCREASED2,3042,161+143+7%$112.6K$114.1K+$1.5K2026-11-09
US Bancorp \de\
NEW1,534—+1,534——$76.0K—2026-11-05
Elevate Wealth Advisory, Inc
UNCHANGED90790700%$47.3K$44.9K-$2.3K2026-10-29
Elevation Wealth Partners, LLC
INCREASED899887+12+1%$46.2K$44.5K-$1.7K2026-10-07
Harbour Investments, Inc.
UNCHANGED83683600%$43.6K$41.4K-$2.1K2026-11-09
IFP Advisors, Inc
INCREASED769637+132+21%$33.2K$38.1K+$4.9K2026-10-16
SYM Financial Corp
UNCHANGED68268200%$35.5K$33.8K-$1.7K2026-10-26
Jnba Financial Advisors
UNCHANGED47447400%$24.7K$23.5K-$1.2K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED102101+1+1%$5$5$02026-11-04
Allworth Financial LP
UNCHANGED646400%$3.3K$3.3K$02026-11-06
Vermillion Wealth Management, Inc.
CLOSED029,868-29,868-100%$1.6M$0-$1.6M2026-10-26
SAX Wealth Advisors, LLC
CLOSED07,831-7,831-100%$405.2K$0-$405.2K2026-10-13
Long Island Wealth Management, Inc.
CLOSED04,374-4,374-100%$227.9K$0-$227.9K2026-10-20
Brookstone Capital Management
CLOSED04,195-4,195-100%$218.6K$0-$218.6K2026-10-22
LifeSteps Financial, Inc.
CLOSED02,747-2,747-100%$143.1K$0-$143.1K2026-10-15
Assetmark, Inc
CLOSED0598-598-100%$31.2K$0-$31.2K2026-10-21
Mercer Global Advisors Inc
N/A—1,006,647-1,006,647-100%$52.5M———
SEI Investments Co
N/A—285,526-285,526-100%$14.9M———
Seeds Investor LLC
N/A—258,358-258,358-100%$13.5M———
Composition Wealth, LLC
N/A—241,479-241,479-100%$12.6M———
Planning Center, Inc.
N/A—193,316-193,316-100%$10.1M———
Focus Partners Advisor Solutions, LLC
N/A—94,318-94,318-100%$4.9M———
OneDigital Investment Advisors LLC
N/A—92,956-92,956-100%$4.8M———
Beacon Pointe Advisors, LLC
N/A—92,724-92,724-100%$4.8M———
Citadel Advisors LLC
N/A—90,070-90,070-100%$4.7M———
Betterment LLC
N/A—58,449-58,449-100%$3.0M———
Sequoia Financial Advisors, LLC
N/A—36,340-36,340-100%$1.9M———
von Borstel & Associates, Inc.
N/A—34,250-34,250-100%$1.8M———
Osaic Holdings, Inc.
N/A—31,001-31,001-100%$1.6M———
Jane Street Group, LLC
N/A—27,687-27,687-100%$1.4M———
Fiduciary Financial Advisors
N/A—25,742-25,742-100%$1.3M———
Curio Wealth, LLC
N/A—21,108-21,108-100%$1.1M———
Broadhurst Jeffrey B
N/A—17,750-17,750-100%$925.0K———
Rehmann Capital Advisory Group
N/A—17,133-17,133-100%$892.8K———
McCartney Wealth Management LLC
N/A—15,943-15,943-100%$830.8K———
Professional Financial Solutions LLC
N/A—14,486-14,486-100%$754.9K———
Mason & Associates Inc
N/A—13,119-13,119-100%$683.6K———
Private Advisor Group, LLC
N/A—12,285-12,285-100%$640.2K———
Geometric Wealth Advisors
N/A—11,985-11,985-100%$624.6K———
WPWealth LLP
N/A—11,529-11,529-100%$600.8K———
Cahill Financial Advisors Inc
N/A—10,544-10,544-100%$549.4K———
Aspen Capital Management, LLC
N/A—8,455-8,455-100%$440.6K———
Compass Capital Corp
N/A—7,460-7,460-100%$380.3K———
M. Kulyk & Associates, LLC
N/A—7,153-7,153-100%$372.7K———
Financial Plan, Inc.
N/A—6,902-6,902-100%$359.7K———
Fortis Capital Management LLC
N/A—6,487-6,487-100%$338.0K———
Royal Bank of Canada
N/A—5,702-5,702-100%$297.0K———
E-Wealth Partners, LLC
N/A—5,494-5,494-100%$286.3K———
Envestnet Asset Management Inc
N/A—5,183-5,183-100%$270.1K———
NewEdge Advisors, LLC
N/A—3,884-3,884-100%$202.4K———
Orion Capital Management LLC
N/A—2,043-2,043-100%$106.5K———
Pinney & Scofield, Inc.
N/A—1,140-1,140-100%$59.4K———
JPMorgan Chase & Co
N/A—172-172-100%$9.0K———
Showing 126 of 126 institutions