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Dimensional INT SUS Cor1 ETF (DFSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
AWM Capital, LLC
INCREASED
Shares1,080,957 from 995,334
Change+85,623 (+9%)
Value$48.8M (+$3.9M)
Filed 2026-10-16
Maseco LLP
INCREASED
Shares1,047,889 from 1,012,064
Change+35,825 (+4%)
Value$47.3M (+$1.6M)
Filed 2026-10-27
Quantum Financial Advisors, LLC
INCREASED
Shares856,567 from 831,098
Change+25,469 (+3%)
Value$38.7M (+$1.2M)
Filed 2026-11-03
Francis Financial, Inc.
INCREASED
Shares816,673 from 767,312
Change+49,361 (+6%)
Value$36.9M (+$2.3M)
Filed 2026-11-09
Abacus Wealth Partners, LLC
INCREASED
Shares614,301 from 605,285
Change+9,016 (+1%)
Value$27.7M (+$452.5K)
Filed 2026-11-03
Citrine Capital LLC
INCREASED
Shares426,264 from 393,481
Change+32,783 (+8%)
Value$19.3M (+$1.5M)
Filed 2026-10-14
Five Oceans Advisors
DECREASED
Shares394,570 from 426,583
Change-32,013 (-7%)
Value$17.8M (-$1.4M)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares364,186 from 303,754
Change+60,432 (+20%)
Value$16.3M (+$2.4M)
Filed 2026-10-08
Savant Capital, LLC
INCREASED
Shares353,859 from 309,218
Change+44,641 (+14%)
Value$16.0M (+$2.0M)
Filed 2026-11-06
Retirement Solution LLC
DECREASED
Shares344,027 from 346,005
Change-1,978 (-1%)
Value$15.5M (-$65.1K)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
INCREASED
Shares330,763 from 326,664
Change+4,099 (+1%)
Value$14.9M (+$208.0K)
Filed 2026-10-26
Forum Financial Management, LP
INCREASED
Shares274,694 from 269,201
Change+5,493 (+2%)
Value$12.4M (+$267.0K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares247,590 from 228,448
Change+19,142 (+8%)
Value$11.2M (+$880.6K)
Filed 2026-11-05
Elser Financial Planning, Inc
DECREASED
Shares228,285 from 239,760
Change-11,475 (-5%)
Value$10.3M (-$501.5K)
Filed 2026-10-16
Allodium Investment Consultants, LLC
INCREASED
Shares217,854 from 201,944
Change+15,910 (+8%)
Value$9.8M (+$732.8K)
Filed 2026-10-14
Hill Island Financial LLC
INCREASED
Shares213,626 from 203,314
Change+10,312 (+5%)
Value$9.6M (+$480.0K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares181,311 from 156,527
Change+24,784 (+16%)
Value$8.1M (+$983.2K)
Filed 2026-10-13
Wealth Architects, LLC
INCREASED
Shares161,661 from 153,263
Change+8,398 (+5%)
Value$7.3M (+$390.1K)
Filed 2026-11-03
New Capital Management LP
DECREASED
Shares154,597 from 179,986
Change-25,389 (-14%)
Value$7.0M (-$1.1M)
Filed 2026-10-29
RAM Investment Partners, LLC
INCREASED
Shares142,868 from 141,673
Change+1,195 (+1%)
Value$6.5M (+$63.9K)
Filed 2026-10-21
Thrivent Financial for Lutherans
NEW
Shares138,675
Change+138,675
Value$6.3M
Filed 2026-11-05
Quarry Hill Advisors, LLC
INCREASED
Shares132,489 from 130,867
Change+1,622 (+1%)
Value$6.0M (+$82.4K)
Filed 2026-11-04
Greenspring Advisors, LLC
INCREASED
Shares127,700 from 122,708
Change+4,992 (+4%)
Value$5.8M (+$234.1K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares117,981 from 111,569
Change+6,412 (+6%)
Value$5.3M (+$297.4K)
Filed 2026-10-22
TCI Wealth Advisors, Inc.
INCREASED
Shares113,877 from 110,345
Change+3,532 (+3%)
Value$5.1M (+$167.3K)
Filed 2026-10-30
Triune Financial Partners, LLC
INCREASED
Shares113,076 from 111,174
Change+1,902 (+2%)
Value$5.1M (+$93.7K)
Filed 2026-11-03
Laurel Wealth Planning LLC
INCREASED
Shares112,140 from 107,963
Change+4,177 (+4%)
Value$5.1M (+$196.2K)
Filed 2026-11-02
Clarity Wealth Development LLC
INCREASED
Shares111,550 from 74,188
Change+37,362 (+50%)
Value$5.0M (+$1.7M)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares105,579 from 97,777
Change+7,802 (+8%)
Value$4.8M (+$359.3K)
Filed 2026-11-03
Donalies Financial Planning, LLC
DECREASED
Shares99,074 from 100,617
Change-1,543 (-2%)
Value$4.5M (-$62.6K)
Filed 2026-10-19
Angeles Investment Advisors, LLC
DECREASED
Shares97,322 from 97,979
Change-657 (-1%)
Value$4.4M (-$22.8K)
Filed 2026-10-22
Garde Capital, Inc.
INCREASED
Shares95,445 from 94,113
Change+1,332 (+1%)
Value$4.3M (+$66.8K)
Filed 2026-10-29
Asset Dedication, LLC
INCREASED
Shares93,572 from 80,540
Change+13,032 (+16%)
Value$4.2M (+$594.3K)
Filed 2026-11-03
Cardinal Point Capital Management ULC
INCREASED
Shares92,770 from 73,261
Change+19,509 (+27%)
Value$4.2M (+$886.3K)
Filed 2026-10-21
Equita Financial Network, Inc.
INCREASED
Shares92,262 from 88,291
Change+3,971 (+5%)
Value$4.2M (+$185.6K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares89,047 from 26,064
Change+62,983 (+242%)
Value$4.0M (+$2.8M)
Filed 2026-10-08
RW Investment Management LLC
INCREASED
Shares87,959 from 85,972
Change+1,987 (+2%)
Value$4.0M (+$95.8K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares86,530 from 82,737
Change+3,793 (+5%)
Value$3.9M (+$177.1K)
Filed 2026-10-23
Momentous Wealth Management, Inc.
INCREASED
Shares80,036 from 74,975
Change+5,061 (+7%)
Value$3.6M (+$233.9K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
INCREASED
Shares65,146 from 61,850
Change+3,296 (+5%)
Value$2.9M (+$153.2K)
Filed 2026-10-23
Addison Advisors LLC
INCREASED
Shares65,051 from 59,271
Change+5,780 (+10%)
Value$2.9M (+$265.2K)
Filed 2026-11-06
Beacon Hill Wealth Management Ltd.
DECREASED
Shares59,287 from 67,915
Change-8,628 (-13%)
Value$2.7M (-$385.0K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares56,847 from 50,588
Change+6,259 (+12%)
Value$2.6M (+$286.3K)
Filed 2026-11-02
Foster Group, Inc.
INCREASED
Shares53,455 from 48,414
Change+5,041 (+10%)
Value$2.4M (+$231.1K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares53,237 from 53,237
Change0 (0%)
Value$2.4M ($0)
Filed 2026-10-06
LPL Financial LLC
INCREASED
Shares52,547 from 51,216
Change+1,331 (+3%)
Value$2.4M (+$63.7K)
Filed 2026-11-06
Creative Capital Management Investments LLC
INCREASED
Shares49,788 from 48,039
Change+1,749 (+4%)
Value$2.2M (+$82.4K)
Filed 2026-10-28
Hutchinson Capital Management
INCREASED
Shares47,159 from 45,887
Change+1,272 (+3%)
Value$2.1M (+$60.7K)
Filed 2026-11-09
Northland Capital Management LLC
DECREASED
Shares46,240 from 48,027
Change-1,787 (-4%)
Value$2.1M (-$77.3K)
Filed 2026-10-15
Syverson Strege & Co
DECREASED
Shares43,095 from 43,119
Change-24 (0%)
Value$1.9M (+$1.9K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
INCREASED
Shares42,874 from 41,988
Change+886 (+2%)
Value$1.9M (+$43.0K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares40,442 from 37,957
Change+2,485 (+7%)
Value$1.8M (+$114.9K)
Filed 2026-10-29
Parkside Financial Bank & Trust
DECREASED
Shares39,357 from 39,841
Change-484 (-1%)
Value$1.8M (-$19.1K)
Filed 2026-10-27
Trellis Wealth Advisors LLC
UNCHANGED
Shares39,093 from 39,093
Change0 (0%)
Value$1.8M (+$2.7K)
Filed 2026-10-19
MB Generational Wealth, LLC
DECREASED
Shares37,228 from 37,356
Change-128 (0%)
Value$1.7M (-$3.2K)
Filed 2026-11-09
Root Financial Partners, LLC
INCREASED
Shares36,012 from 33,535
Change+2,477 (+7%)
Value$1.6M (+$114.2K)
Filed 2026-10-21
Level Financial Advisors
INCREASED
Shares35,364 from 35,064
Change+300 (+1%)
Value$1.6M (+$16.0K)
Filed 2026-10-13
Nwam LLC
INCREASED
Shares34,555 from 33,493
Change+1,062 (+3%)
Value$1.6M (+$50.3K)
Filed 2026-11-09
Wheels Up Wealth, Inc.
DECREASED
Shares32,670 from 34,897
Change-2,227 (-6%)
Value$1.5M (-$98.2K)
Filed 2026-10-27
XY Planning Network, Inc.
DECREASED
Shares31,763 from 31,798
Change-35 (0%)
Value$1.4M (+$645)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares29,830 from 28,279
Change+1,551 (+5%)
Value$1.3M (+$66.4K)
Filed 2026-10-27
BetterWealth, LLC
INCREASED
Shares29,011 from 26,765
Change+2,246 (+8%)
Value$1.3M (+$103.3K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
INCREASED
Shares28,734 from 28,558
Change+176 (+1%)
Value$1.3M (+$9.9K)
Filed 2026-10-16
Babb Wealth Advisors LLC
INCREASED
Shares26,519 from 22,710
Change+3,809 (+17%)
Value$1.2M (+$173.7K)
Filed 2026-10-30
Grand Wealth Management, LLC
INCREASED
Shares23,142 from 23,118
Change+24 (+0%)
Value$1.0M (+$2.7K)
Filed 2026-11-09
Modera Wealth Management, LLC
DECREASED
Shares20,965 from 21,076
Change-111 (-1%)
Value$947.0K (-$3.5K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares20,858 from 20,823
Change+35 (+0%)
Value$942.2K (+$3.0K)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares20,836 from 20,764
Change+72 (+0%)
Value$941.2K (+$4.7K)
Filed 2026-10-13
Flagstone Financial Management
INCREASED
Shares19,873 from 19,656
Change+217 (+1%)
Value$897.7K (+$11.2K)
Filed 2026-11-05
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares19,730 from 17,332
Change+2,398 (+14%)
Value$891.2K (+$109.5K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares18,720 from 50,110
Change-31,390 (-63%)
Value$845.6K (-$1.4M)
Filed 2026-10-15
Wealth Advisors Northwest LLC
INCREASED
Shares18,498 from 15,765
Change+2,733 (+17%)
Value$835.5K (+$124.5K)
Filed 2026-10-29
Meritas Wealth Management, LLC
INCREASED
Shares17,399 from 17,231
Change+168 (+1%)
Value$785.9K (+$8.8K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
INCREASED
Shares17,198 from 15,999
Change+1,199 (+7%)
Value$776.8K (+$55.3K)
Filed 2026-10-23
Sensenig Capital Advisors, Inc
DECREASED
Shares16,771 from 16,840
Change-69 (0%)
Value$757.5K (-$1.9K)
Filed 2026-10-23
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares16,406 from 16,406
Change0 (0%)
Value$741.1K (+$1.1K)
Filed 2026-10-22
Mills Wealth Advisors LLC
INCREASED
Shares15,669 from 15,173
Change+496 (+3%)
Value$707.8K (+$23.5K)
Filed 2026-10-22
United Wealth Management, LLC
INCREASED
Shares15,152 from 15,151
Change+1 (+0%)
Value$684.4K (+$1.1K)
Filed 2026-10-30
Foundation Wealth Management, Llc\pa
INCREASED
Shares13,957 from 13,938
Change+19 (+0%)
Value$630.4K (+$1.8K)
Filed 2026-10-14
Define Financial, LLC
INCREASED
Shares13,920 from 9,246
Change+4,674 (+51%)
Value$628.8K (+$211.8K)
Filed 2026-10-14
AdvisorNet Financial, Inc
DECREASED
Shares13,755 from 13,924
Change-169 (-1%)
Value$614.8K (-$13.1K)
Filed 2026-10-15
Sellwood Investment Partners LLC
DECREASED
Shares13,651 from 14,332
Change-681 (-5%)
Value$616.6K (-$29.8K)
Filed 2026-11-03
McGrath & Associates, Inc.
INCREASED
Shares13,363 from 13,320
Change+43 (+0%)
Value$603.6K (+$2.9K)
Filed 2026-10-27
Shira Ridge Wealth Management
UNCHANGED
Shares13,340 from 13,340
Change0 (0%)
Value$602.6K (+$934)
Filed 2026-10-09
Joel Adams & Associates, Inc.
INCREASED
Shares13,301 from 13,176
Change+125 (+1%)
Value$600.8K (+$6.6K)
Filed 2026-11-02
Monument Group Wealth Advisors, LLC
INCREASED
Shares12,799 from 9,124
Change+3,675 (+40%)
Value$578.1K (+$76.2K)
Filed 2026-10-21
Clarity Asset Management, Inc.
INCREASED
Shares12,387 from 10,923
Change+1,464 (+13%)
Value$559.5K (+$66.9K)
Filed 2026-10-14
Penobscot Wealth Management
INCREASED
Shares12,242 from 9,959
Change+2,283 (+23%)
Value$553.0K (+$103.8K)
Filed 2026-10-21
Three Arch Wealth Management LLC
INCREASED
Shares12,242 from 11,512
Change+730 (+6%)
Value$553.0K (+$33.8K)
Filed 2026-10-20
Burton Enright Welch
INCREASED
Shares11,882 from 11,816
Change+66 (+1%)
Value$536.7K (+$3.8K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares11,676 from 10,766
Change+910 (+8%)
Value$527.4K (+$41.9K)
Filed 2026-11-06
Family Wealth Partners, LLC
INCREASED
Shares11,508 from 11,250
Change+258 (+2%)
Value$519.8K (+$12.5K)
Filed 2026-10-20
Trademark Financial Management, LLC
DECREASED
Shares11,361 from 16,597
Change-5,236 (-32%)
Value$513.2K (-$235.3K)
Filed 2026-10-23
Old Peak Finance LLC
INCREASED
Shares11,245 from 11,168
Change+77 (+1%)
Value$507.9K (+$4.3K)
Filed 2026-11-02
TFO Wealth Partners, LLC
INCREASED
Shares11,243 from 6,872
Change+4,371 (+64%)
Value$507.8K (+$197.9K)
Filed 2026-11-09
First Financial Group Corp
DECREASED
Shares11,112 from 11,179
Change-67 (-1%)
Value$501.9K (-$2.2K)
Filed 2026-10-22
Vestia Personal Wealth Advisors
INCREASED
Shares11,063 from 9,975
Change+1,088 (+11%)
Value$499.7K (+$49.8K)
Filed 2026-10-20
EnRich Financial Partners LLC
DECREASED
Shares11,025 from 11,542
Change-517 (-4%)
Value$498.0K (-$22.6K)
Filed 2026-10-21
Freedom Financial Partners LLC
INCREASED
Shares10,909 from 10,608
Change+301 (+3%)
Value$492.7K (+$14.3K)
Filed 2026-10-19
Bank of Montreal
DECREASED
Shares10,780 from 11,073
Change-293 (-3%)
Value$486.9K (-$12.5K)
Filed 2026-11-09
Morling Financial Advisors, LLC
INCREASED
Shares10,589 from 10,285
Change+304 (+3%)
Value$478.3K (+$14.5K)
Filed 2026-10-28
Aerodigm Wealth, LLC
UNCHANGED
Shares10,179 from 10,179
Change0 (0%)
Value$459.8K (+$712)
Filed 2026-10-16
Squire Investment Management Company, LLC
UNCHANGED
Shares9,937 from 9,937
Change0 (0%)
Value$448.9K (+$695)
Filed 2026-11-03
Elevation Wealth Partners, LLC
DECREASED
Shares9,882 from 11,847
Change-1,965 (-17%)
Value$446.4K (-$87.9K)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
INCREASED
Shares9,417 from 9,087
Change+330 (+4%)
Value$425.4K (+$15.5K)
Filed 2026-10-20
Creative Planning
NEW
Shares9,137
Change+9,137
Value$412.7K
Filed 2026-11-02
Outbound Financial Inc
DECREASED
Shares9,111 from 9,208
Change-97 (-1%)
Value$411.5K (-$3.7K)
Filed 2026-10-13
Altiora Financial Group, LLC
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$411.0K (+$637)
Filed 2026-11-04
McClarren Financial Advisors, Inc.
INCREASED
Shares8,729 from 8,695
Change+34 (+0%)
Value$394.3K (+$2.2K)
Filed 2026-10-15
Acorn Creek Capital LLC
INCREASED
Shares8,698 from 8,697
Change+1 (+0%)
Value$392.9K (+$654)
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares8,283 from 5,316
Change+2,967 (+56%)
Value$374.1K (+$134.3K)
Filed 2026-10-19
Tillman Hartley LLC
INCREASED
Shares8,219 from 6,732
Change+1,487 (+22%)
Value$371.3K (+$67.6K)
Filed 2026-11-06
Tanager Wealth Management LLP
INCREASED
Shares8,025 from 7,921
Change+104 (+1%)
Value$362.5K (+$5.3K)
Filed 2026-10-19
Winter & Associates, Inc.
DECREASED
Shares7,812 from 7,860
Change-48 (-1%)
Value$354.4K (-$57)
Filed 2026-10-23
Cardiff Park Advisors, LLC
INCREASED
Shares7,752 from 7,570
Change+182 (+2%)
Value$350.1K (+$8.7K)
Filed 2026-11-09
Rockwood Wealth Management, LLC
UNCHANGED
Shares7,531 from 7,531
Change0 (0%)
Value$340.2K (+$527)
Filed 2026-10-27
Focus Financial Network, Inc.
NEW
Shares7,370
Change+7,370
Value$332.9K
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares7,192 from 7,192
Change0 (0%)
Value$324.4K ($0)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares6,886 from 6,875
Change+11 (+0%)
Value$310.8K (-$1.7K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,812 from 6,798
Change+14 (+0%)
Value$308.0K (+$1.0K)
Filed 2026-11-02
True Wealth Design, LLC
UNCHANGED
Shares6,135 from 6,135
Change0 (0%)
Value$277.1K (+$429)
Filed 2026-10-13
Vista Capital Partners, Inc.
INCREASED
Shares5,936 from 5,704
Change+232 (+4%)
Value$268.1K (+$10.9K)
Filed 2026-11-06
Choreo, LLC
NEW
Shares5,912
Change+5,912
Value$267.0K
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares5,184 from 5,536
Change-352 (-6%)
Value$234.2K (-$15.5K)
Filed 2026-10-28
Opulen Financial Group LLC
INCREASED
Shares5,178 from 5,158
Change+20 (+0%)
Value$233.9K (+$1.3K)
Filed 2026-10-22
BIP Wealth, LLC
INCREASED
Shares5,134 from 5,059
Change+75 (+1%)
Value$231.9K (+$3.8K)
Filed 2026-10-22
Heck Capital Advisors, LLC
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$228.1K (+$354)
Filed 2026-10-14
Towneley Capital Management, Inc / de
INCREASED
Shares4,991 from 4,971
Change+20 (+0%)
Value$225.5K (+$1.2K)
Filed 2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED
Shares4,947 from 4,947
Change0 (0%)
Value$223.5K (+$380)
Filed 2026-10-16
Cutler Investment Counsel LLC
INCREASED
Shares4,864 from 4,848
Change+16 (+0%)
Value$219.7K (+$1.1K)
Filed 2026-10-28
RHS Financial, LLC
DECREASED
Shares4,748 from 4,783
Change-35 (-1%)
Value$214.5K (-$1.2K)
Filed 2026-10-13
Archer Investment Management, LLC
DECREASED
Shares4,693 from 4,713
Change-20 (0%)
Value$212.0K (-$573)
Filed 2026-10-13
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares4,476 from 6,050
Change-1,574 (-26%)
Value$202.2K (-$70.7K)
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
INCREASED
Shares4,455 from 3,308
Change+1,147 (+35%)
Value$201.2K (+$52.1K)
Filed 2026-10-26
Montis Financial, LLC
NEW
Shares4,443
Change+4,443
Value$200.7K
Filed 2026-11-04
Larry Mathis Financial Planning, LLC
UNCHANGED
Shares4,439 from 4,439
Change0 (0%)
Value$200.5K (+$311)
Filed 2026-10-26
Washington Trust Advisors, Inc.
INCREASED
Shares4,258 from 4,241
Change+17 (+0%)
Value$192.3K (+$1.1K)
Filed 2026-10-22
Coston, McIsaac & Partners
INCREASED
Shares3,464 from 3,424
Change+40 (+1%)
Value$156.5K (+$2.5K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares2,544 from 2,959
Change-415 (-14%)
Value$114.9K (-$18.5K)
Filed 2026-11-05
American Capital Advisory, LLC
UNCHANGED
Shares2,267 from 2,267
Change0 (0%)
Value$102.4K (+$159)
Filed 2026-10-28
JFS Wealth Advisors, LLC
INCREASED
Shares1,553 from 948
Change+605 (+64%)
Value$70.2K (+$27.4K)
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$68.7K (+$107)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$41.7K (+$65)
Filed 2026-11-03
Your Advocates Ltd., LLP
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$37.3K (+$57)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$32.2K (+$50)
Filed 2026-10-15
Keystone Financial Group, Inc.
INCREASED
Shares708 from 705
Change+3 (+0%)
Value$32.0K (+$177)
Filed 2026-10-13
Burk Holdings LLC
INCREASED
Shares708 from 705
Change+3 (+0%)
Value$32.0K (+$176)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares592 from 588
Change+4 (+1%)
Value$26.7K (+$222)
Filed 2026-10-16
Pillar Financial Advisors, LLC
NEW
Shares401
Change+401
Value$18.1K
Filed 2026-10-21
Blume Capital Management, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.8K (+$11)
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares102
Change+102
Value$4.6K
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED
Shares69 from 61
Change+8 (+13%)
Value$3 ($0)
Filed 2026-11-04
CGN Advisors LLC
CLOSED
Shares0 from 23,017
Change-23,017 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 11,940
Change-11,940 (-100%)
Value$0 (-$538.5K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 10,929
Change-10,929 (-100%)
Value$0 (-$463.4K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 531
Change-531 (-100%)
Value$0 (-$23.9K)
Filed 2026-10-15
Mather Group, Llc.
UNCHANGED
Shares0 from 0
Change0
Value$2 ($0)
Filed 2026-10-14
Focus Partners Wealth
N/A
Shares— from 1,218,472
Change-1,218,472 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 984,898
Change-984,898 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 426,228
Change-426,228 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 248,537
Change-248,537 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 220,624
Change-220,624 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 218,754
Change-218,754 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 185,179
Change-185,179 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 184,872
Change-184,872 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 155,082
Change-155,082 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 122,582
Change-122,582 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 120,549
Change-120,549 (-100%)
Value—
Betterment LLC
N/A
Shares— from 110,457
Change-110,457 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 104,113
Change-104,113 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 99,011
Change-99,011 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 92,563
Change-92,563 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 86,254
Change-86,254 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 84,219
Change-84,219 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 78,288
Change-78,288 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 60,831
Change-60,831 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 56,106
Change-56,106 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 48,794
Change-48,794 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 48,709
Change-48,709 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 43,124
Change-43,124 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 42,829
Change-42,829 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 37,289
Change-37,289 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 37,032
Change-37,032 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 35,133
Change-35,133 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 34,100
Change-34,100 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 33,194
Change-33,194 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 32,181
Change-32,181 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 30,527
Change-30,527 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 27,105
Change-27,105 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 24,957
Change-24,957 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,879
Change-22,879 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,644
Change-20,644 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 20,366
Change-20,366 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,043
Change-20,043 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 17,926
Change-17,926 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 16,340
Change-16,340 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 15,774
Change-15,774 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 15,597
Change-15,597 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 15,370
Change-15,370 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 15,228
Change-15,228 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,686
Change-13,686 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 13,670
Change-13,670 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 13,662
Change-13,662 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 13,008
Change-13,008 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,516
Change-12,516 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 12,420
Change-12,420 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 12,274
Change-12,274 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 9,824
Change-9,824 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,808
Change-9,808 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,675
Change-9,675 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,426
Change-8,426 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 7,640
Change-7,640 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 7,384
Change-7,384 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,895
Change-6,895 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,698
Change-6,698 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 5,493
Change-5,493 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 749
Change-749 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 299
Change-299 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 152
Change-152 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Status
AWM Capital, LLC
INCREASED1,080,957995,334+85,623+9%$44.9M$48.8M+$3.9M2026-10-16
Maseco LLP
INCREASED1,047,8891,012,064+35,825+4%$45.7M$47.3M+$1.6M2026-10-27
Quantum Financial Advisors, LLC
INCREASED856,567831,098+25,469+3%$37.5M$38.7M+$1.2M2026-11-03
Francis Financial, Inc.
INCREASED816,673767,312+49,361+6%$34.6M$36.9M+$2.3M2026-11-09
Abacus Wealth Partners, LLC
INCREASED614,301605,285+9,016+1%$27.3M$27.7M+$452.5K2026-11-03
Citrine Capital LLC
INCREASED426,264393,481+32,783+8%$17.7M$19.3M+$1.5M2026-10-14
Five Oceans Advisors
DECREASED394,570426,583-32,013-7%$19.2M$17.8M-$1.4M2026-10-22
Apella Capital, LLC
INCREASED364,186303,754+60,432+20%$13.8M$16.3M+$2.4M2026-10-08
Savant Capital, LLC
INCREASED353,859309,218+44,641+14%$14.0M$16.0M+$2.0M2026-11-06
Retirement Solution LLC
DECREASED344,027346,005-1,978-1%$15.6M$15.5M-$65.1K2026-10-27
Willow Creek Wealth Management Inc.
INCREASED330,763326,664+4,099+1%$14.7M$14.9M+$208.0K2026-10-26
Forum Financial Management, LP
INCREASED274,694269,201+5,493+2%$12.1M$12.4M+$267.0K2026-10-16
Bank of New York Mellon Corp
INCREASED247,590228,448+19,142+8%$10.3M$11.2M+$880.6K2026-11-05
Elser Financial Planning, Inc
DECREASED228,285239,760-11,475-5%$10.8M$10.3M-$501.5K2026-10-16
Allodium Investment Consultants, LLC
INCREASED217,854201,944+15,910+8%$9.1M$9.8M+$732.8K2026-10-14
Hill Island Financial LLC
INCREASED213,626203,314+10,312+5%$9.2M$9.6M+$480.0K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED181,311156,527+24,784+16%$7.1M$8.1M+$983.2K2026-10-13
Wealth Architects, LLC
INCREASED161,661153,263+8,398+5%$6.9M$7.3M+$390.1K2026-11-03
New Capital Management LP
DECREASED154,597179,986-25,389-14%$8.1M$7.0M-$1.1M2026-10-29
RAM Investment Partners, LLC
INCREASED142,868141,673+1,195+1%$6.4M$6.5M+$63.9K2026-10-21
Thrivent Financial for Lutherans
NEW138,675—+138,675——$6.3M—2026-11-05
Quarry Hill Advisors, LLC
INCREASED132,489130,867+1,622+1%$5.9M$6.0M+$82.4K2026-11-04
Greenspring Advisors, LLC
INCREASED127,700122,708+4,992+4%$5.5M$5.8M+$234.1K2026-11-05
Perigon Wealth Management, LLC
INCREASED117,981111,569+6,412+6%$5.0M$5.3M+$297.4K2026-10-22
TCI Wealth Advisors, Inc.
INCREASED113,877110,345+3,532+3%$5.0M$5.1M+$167.3K2026-10-30
Triune Financial Partners, LLC
INCREASED113,076111,174+1,902+2%$5.0M$5.1M+$93.7K2026-11-03
Laurel Wealth Planning LLC
INCREASED112,140107,963+4,177+4%$4.9M$5.1M+$196.2K2026-11-02
Clarity Wealth Development LLC
INCREASED111,55074,188+37,362+50%$3.3M$5.0M+$1.7M2026-10-22
Brighton Jones LLC
INCREASED105,57997,777+7,802+8%$4.4M$4.8M+$359.3K2026-11-03
Donalies Financial Planning, LLC
DECREASED99,074100,617-1,543-2%$4.5M$4.5M-$62.6K2026-10-19
Angeles Investment Advisors, LLC
DECREASED97,32297,979-657-1%$4.4M$4.4M-$22.8K2026-10-22
Garde Capital, Inc.
INCREASED95,44594,113+1,332+1%$4.2M$4.3M+$66.8K2026-10-29
Asset Dedication, LLC
INCREASED93,57280,540+13,032+16%$3.6M$4.2M+$594.3K2026-11-03
Cardinal Point Capital Management ULC
INCREASED92,77073,261+19,509+27%$3.3M$4.2M+$886.3K2026-10-21
Equita Financial Network, Inc.
INCREASED92,26288,291+3,971+5%$4.0M$4.2M+$185.6K2026-10-19
Farther Finance Advisors, LLC
INCREASED89,04726,064+62,983+242%$1.2M$4.0M+$2.8M2026-10-08
RW Investment Management LLC
INCREASED87,95985,972+1,987+2%$3.9M$4.0M+$95.8K2026-11-03
Simplicity Wealth,LLC
INCREASED86,53082,737+3,793+5%$3.7M$3.9M+$177.1K2026-10-23
Momentous Wealth Management, Inc.
INCREASED80,03674,975+5,061+7%$3.4M$3.6M+$233.9K2026-10-21
Revolve Wealth Partners, LLC
INCREASED65,14661,850+3,296+5%$2.8M$2.9M+$153.2K2026-10-23
Addison Advisors LLC
INCREASED65,05159,271+5,780+10%$2.7M$2.9M+$265.2K2026-11-06
Beacon Hill Wealth Management Ltd.
DECREASED59,28767,915-8,628-13%$3.1M$2.7M-$385.0K2026-10-21
Commonwealth Equity Services, LLC
INCREASED56,84750,588+6,259+12%$2.3M$2.6M+$286.3K2026-11-02
Foster Group, Inc.
INCREASED53,45548,414+5,041+10%$2.2M$2.4M+$231.1K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED53,23753,23700%$2.4M$2.4M$02026-10-06
LPL Financial LLC
INCREASED52,54751,216+1,331+3%$2.3M$2.4M+$63.7K2026-11-06
Creative Capital Management Investments LLC
INCREASED49,78848,039+1,749+4%$2.2M$2.2M+$82.4K2026-10-28
Hutchinson Capital Management
INCREASED47,15945,887+1,272+3%$2.1M$2.1M+$60.7K2026-11-09
Northland Capital Management LLC
DECREASED46,24048,027-1,787-4%$2.2M$2.1M-$77.3K2026-10-15
Syverson Strege & Co
DECREASED43,09543,119-240%$1.9M$1.9M+$1.9K2026-11-02
Fiduciary Financial Group, LLC
INCREASED42,87441,988+886+2%$1.9M$1.9M+$43.0K2026-10-13
Vise Technologies, Inc.
INCREASED40,44237,957+2,485+7%$1.7M$1.8M+$114.9K2026-10-29
Parkside Financial Bank & Trust
DECREASED39,35739,841-484-1%$1.8M$1.8M-$19.1K2026-10-27
Trellis Wealth Advisors LLC
UNCHANGED39,09339,09300%$1.8M$1.8M+$2.7K2026-10-19
MB Generational Wealth, LLC
DECREASED37,22837,356-1280%$1.7M$1.7M-$3.2K2026-11-09
Root Financial Partners, LLC
INCREASED36,01233,535+2,477+7%$1.5M$1.6M+$114.2K2026-10-21
Level Financial Advisors
INCREASED35,36435,064+300+1%$1.6M$1.6M+$16.0K2026-10-13
Nwam LLC
INCREASED34,55533,493+1,062+3%$1.5M$1.6M+$50.3K2026-11-09
Wheels Up Wealth, Inc.
DECREASED32,67034,897-2,227-6%$1.6M$1.5M-$98.2K2026-10-27
XY Planning Network, Inc.
DECREASED31,76331,798-350%$1.4M$1.4M+$6452026-10-14
Chicago Partners Investment Group LLC
INCREASED29,83028,279+1,551+5%$1.3M$1.3M+$66.4K2026-10-27
BetterWealth, LLC
INCREASED29,01126,765+2,246+8%$1.2M$1.3M+$103.3K2026-10-15
DiNuzzo Private Wealth, Inc.
INCREASED28,73428,558+176+1%$1.3M$1.3M+$9.9K2026-10-16
Babb Wealth Advisors LLC
INCREASED26,51922,710+3,809+17%$1.0M$1.2M+$173.7K2026-10-30
Grand Wealth Management, LLC
INCREASED23,14223,118+24+0%$1.0M$1.0M+$2.7K2026-11-09
Modera Wealth Management, LLC
DECREASED20,96521,076-111-1%$950.5K$947.0K-$3.5K2026-10-28
Kestra Advisory Services, LLC
INCREASED20,85820,823+35+0%$939.1K$942.2K+$3.0K2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED20,83620,764+72+0%$936.4K$941.2K+$4.7K2026-10-13
Flagstone Financial Management
INCREASED19,87319,656+217+1%$886.5K$897.7K+$11.2K2026-11-05
Petersen Hastings Wealth Advisors Inc.
INCREASED19,73017,332+2,398+14%$781.7K$891.2K+$109.5K2026-10-27
Mission Wealth Management, LP
DECREASED18,72050,110-31,390-63%$2.3M$845.6K-$1.4M2026-10-15
Wealth Advisors Northwest LLC
INCREASED18,49815,765+2,733+17%$711.0K$835.5K+$124.5K2026-10-29
Meritas Wealth Management, LLC
INCREASED17,39917,231+168+1%$777.1K$785.9K+$8.8K2026-10-14
Samalin Investment Counsel, LLC
INCREASED17,19815,999+1,199+7%$721.6K$776.8K+$55.3K2026-10-23
Sensenig Capital Advisors, Inc
DECREASED16,77116,840-690%$759.5K$757.5K-$1.9K2026-10-23
Robinson Smith Wealth Advisors LLC
UNCHANGED16,40616,40600%$739.9K$741.1K+$1.1K2026-10-22
Mills Wealth Advisors LLC
INCREASED15,66915,173+496+3%$684.3K$707.8K+$23.5K2026-10-22
United Wealth Management, LLC
INCREASED15,15215,151+1+0%$683.3K$684.4K+$1.1K2026-10-30
Foundation Wealth Management, Llc\pa
INCREASED13,95713,938+19+0%$628.6K$630.4K+$1.8K2026-10-14
Define Financial, LLC
INCREASED13,9209,246+4,674+51%$417.0K$628.8K+$211.8K2026-10-14
AdvisorNet Financial, Inc
DECREASED13,75513,924-169-1%$628.0K$614.8K-$13.1K2026-10-15
Sellwood Investment Partners LLC
DECREASED13,65114,332-681-5%$646.4K$616.6K-$29.8K2026-11-03
McGrath & Associates, Inc.
INCREASED13,36313,320+43+0%$600.7K$603.6K+$2.9K2026-10-27
Shira Ridge Wealth Management
UNCHANGED13,34013,34000%$601.6K$602.6K+$9342026-10-09
Joel Adams & Associates, Inc.
INCREASED13,30113,176+125+1%$594.2K$600.8K+$6.6K2026-11-02
Monument Group Wealth Advisors, LLC
INCREASED12,7999,124+3,675+40%$501.9K$578.1K+$76.2K2026-10-21
Clarity Asset Management, Inc.
INCREASED12,38710,923+1,464+13%$492.6K$559.5K+$66.9K2026-10-14
Penobscot Wealth Management
INCREASED12,2429,959+2,283+23%$449.2K$553.0K+$103.8K2026-10-21
Three Arch Wealth Management LLC
INCREASED12,24211,512+730+6%$519.2K$553.0K+$33.8K2026-10-20
Burton Enright Welch
INCREASED11,88211,816+66+1%$532.9K$536.7K+$3.8K2026-11-04
Clearstead Advisors, LLC
INCREASED11,67610,766+910+8%$485.5K$527.4K+$41.9K2026-11-06
Family Wealth Partners, LLC
INCREASED11,50811,250+258+2%$507.4K$519.8K+$12.5K2026-10-20
Trademark Financial Management, LLC
DECREASED11,36116,597-5,236-32%$748.5K$513.2K-$235.3K2026-10-23
Old Peak Finance LLC
INCREASED11,24511,168+77+1%$503.7K$507.9K+$4.3K2026-11-02
TFO Wealth Partners, LLC
INCREASED11,2436,872+4,371+64%$309.9K$507.8K+$197.9K2026-11-09
First Financial Group Corp
DECREASED11,11211,179-67-1%$504.2K$501.9K-$2.2K2026-10-22
Vestia Personal Wealth Advisors
INCREASED11,0639,975+1,088+11%$449.9K$499.7K+$49.8K2026-10-20
EnRich Financial Partners LLC
DECREASED11,02511,542-517-4%$520.6K$498.0K-$22.6K2026-10-21
Freedom Financial Partners LLC
INCREASED10,90910,608+301+3%$478.4K$492.7K+$14.3K2026-10-19
Bank of Montreal
DECREASED10,78011,073-293-3%$499.4K$486.9K-$12.5K2026-11-09
Morling Financial Advisors, LLC
INCREASED10,58910,285+304+3%$463.9K$478.3K+$14.5K2026-10-28
Aerodigm Wealth, LLC
UNCHANGED10,17910,17900%$459.1K$459.8K+$7122026-10-16
Squire Investment Management Company, LLC
UNCHANGED9,9379,93700%$448.2K$448.9K+$6952026-11-03
Elevation Wealth Partners, LLC
DECREASED9,88211,847-1,965-17%$534.3K$446.4K-$87.9K2026-10-07
Physician Wealth Advisors, Inc.
INCREASED9,4179,087+330+4%$409.8K$425.4K+$15.5K2026-10-20
Creative Planning
NEW9,137—+9,137——$412.7K—2026-11-02
Outbound Financial Inc
DECREASED9,1119,208-97-1%$415.3K$411.5K-$3.7K2026-10-13
Altiora Financial Group, LLC
UNCHANGED9,1009,10000%$410.4K$411.0K+$6372026-11-04
McClarren Financial Advisors, Inc.
INCREASED8,7298,695+34+0%$392.1K$394.3K+$2.2K2026-10-15
Acorn Creek Capital LLC
INCREASED8,6988,697+1+0%$392.2K$392.9K+$6542026-11-05
AA Financial Advisors, LLC
INCREASED8,2835,316+2,967+56%$239.8K$374.1K+$134.3K2026-10-19
Tillman Hartley LLC
INCREASED8,2196,732+1,487+22%$303.6K$371.3K+$67.6K2026-11-06
Tanager Wealth Management LLP
INCREASED8,0257,921+104+1%$357.2K$362.5K+$5.3K2026-10-19
Winter & Associates, Inc.
DECREASED7,8127,860-48-1%$354.5K$354.4K-$572026-10-23
Cardiff Park Advisors, LLC
INCREASED7,7527,570+182+2%$341.4K$350.1K+$8.7K2026-11-09
Rockwood Wealth Management, LLC
UNCHANGED7,5317,53100%$339.6K$340.2K+$5272026-10-27
Focus Financial Network, Inc.
NEW7,370—+7,370——$332.9K—2026-10-14
Allworth Financial LP
UNCHANGED7,1927,19200%$324.4K$324.4K$02026-11-06
Accurate Wealth Management, LLC
INCREASED6,8866,875+11+0%$312.5K$310.8K-$1.7K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED6,8126,798+14+0%$307.0K$308.0K+$1.0K2026-11-02
True Wealth Design, LLC
UNCHANGED6,1356,13500%$276.7K$277.1K+$4292026-10-13
Vista Capital Partners, Inc.
INCREASED5,9365,704+232+4%$257.3K$268.1K+$10.9K2026-11-06
Choreo, LLC
NEW5,912—+5,912——$267.0K—2026-10-28
D.A. Davidson & Co.
DECREASED5,1845,536-352-6%$249.7K$234.2K-$15.5K2026-10-28
Opulen Financial Group LLC
INCREASED5,1785,158+20+0%$232.6K$233.9K+$1.3K2026-10-22
BIP Wealth, LLC
INCREASED5,1345,059+75+1%$228.1K$231.9K+$3.8K2026-10-22
Heck Capital Advisors, LLC
UNCHANGED5,0505,05000%$227.8K$228.1K+$3542026-10-14
Towneley Capital Management, Inc / de
INCREASED4,9914,971+20+0%$224.2K$225.5K+$1.2K2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED4,9474,94700%$223.1K$223.5K+$3802026-10-16
Cutler Investment Counsel LLC
INCREASED4,8644,848+16+0%$218.6K$219.7K+$1.1K2026-10-28
RHS Financial, LLC
DECREASED4,7484,783-35-1%$215.7K$214.5K-$1.2K2026-10-13
Archer Investment Management, LLC
DECREASED4,6934,713-200%$212.6K$212.0K-$5732026-10-13
Graves Light Lenhart Wealth, Inc.
DECREASED4,4766,050-1,574-26%$272.9K$202.2K-$70.7K2026-10-09
Glass Jacobson Investment Advisors llc
INCREASED4,4553,308+1,147+35%$149.2K$201.2K+$52.1K2026-10-26
Montis Financial, LLC
NEW4,443—+4,443——$200.7K—2026-11-04
Larry Mathis Financial Planning, LLC
UNCHANGED4,4394,43900%$200.2K$200.5K+$3112026-10-26
Washington Trust Advisors, Inc.
INCREASED4,2584,241+17+0%$191.3K$192.3K+$1.1K2026-10-22
Coston, McIsaac & Partners
INCREASED3,4643,424+40+1%$154.0K$156.5K+$2.5K2026-11-06
Larson Financial Group LLC
DECREASED2,5442,959-415-14%$133.5K$114.9K-$18.5K2026-11-05
American Capital Advisory, LLC
UNCHANGED2,2672,26700%$102.2K$102.4K+$1592026-10-28
JFS Wealth Advisors, LLC
INCREASED1,553948+605+64%$42.8K$70.2K+$27.4K2026-11-03
SJS Investment Consulting Inc.
UNCHANGED1,5201,52000%$68.6K$68.7K+$1072026-10-26
Jnba Financial Advisors
UNCHANGED92292200%$41.6K$41.7K+$652026-11-03
Your Advocates Ltd., LLP
UNCHANGED82582500%$37.2K$37.3K+$572026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED71371300%$32.2K$32.2K+$502026-10-15
Keystone Financial Group, Inc.
INCREASED708705+3+0%$31.8K$32.0K+$1772026-10-13
Burk Holdings LLC
INCREASED708705+3+0%$31.8K$32.0K+$1762026-11-05
IFP Advisors, Inc
INCREASED592588+4+1%$26.5K$26.7K+$2222026-10-16
Pillar Financial Advisors, LLC
NEW401—+401——$18.1K—2026-10-21
Blume Capital Management, Inc.
UNCHANGED15015000%$6.8K$6.8K+$112026-10-26
Next Level Wealth Planning, LLC
NEW102—+102——$4.6K—2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED6961+8+13%$3$3$02026-11-04
CGN Advisors LLC
CLOSED023,017-23,017-100%$1.0M$0-$1.0M2026-10-21
Vermillion Wealth Management, Inc.
CLOSED011,940-11,940-100%$538.5K$0-$538.5K2026-10-26
SAX Wealth Advisors, LLC
CLOSED010,929-10,929-100%$463.4K$0-$463.4K2026-10-13
LifeSteps Financial, Inc.
CLOSED0531-531-100%$23.9K$0-$23.9K2026-10-15
Mather Group, Llc.
UNCHANGED000—$2$2$02026-10-14
Focus Partners Wealth
N/A—1,218,472-1,218,472-100%$55.0M———
Pathstone Holdings, LLC
N/A—984,898-984,898-100%$44.4M———
EP Wealth Advisors, LLC
N/A—426,228-426,228-100%$19.2M———
Mercer Global Advisors Inc
N/A—248,537-248,537-100%$11.2M———
Balanced Rock Investment Advisors LLC
N/A—220,624-220,624-100%$10.0M———
Wealthspire Advisors, LLC
N/A—218,754-218,754-100%$9.9M———
Planning Center, Inc.
N/A—185,179-185,179-100%$8.4M———
Focus Partners Advisor Solutions, LLC
N/A—184,872-184,872-100%$8.3M———
Pure Financial Advisors, LLC
N/A—155,082-155,082-100%$7.0M———
Beacon Pointe Advisors, LLC
N/A—122,582-122,582-100%$5.5M———
OneDigital Investment Advisors LLC
N/A—120,549-120,549-100%$5.4M———
Betterment LLC
N/A—110,457-110,457-100%$5.0M———
Brown Advisory Inc
N/A—104,113-104,113-100%$4.7M———
Raymond James Financial Inc
N/A—99,011-99,011-100%$4.5M———
Aspen Capital Management, LLC
N/A—92,563-92,563-100%$4.2M———
Jane Street Group, LLC
N/A—86,254-86,254-100%$3.9M———
Cerity Partners LLC
N/A—84,219-84,219-100%$3.8M———
Sequoia Financial Advisors, LLC
N/A—78,288-78,288-100%$3.5M———
Rockbridge Investment Management, LCC
N/A—60,831-60,831-100%$2.7M———
Truepoint, Inc.
N/A—56,106-56,106-100%$2.5M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—48,794-48,794-100%$2.2M———
Modern Wealth Management, LLC
N/A—48,709-48,709-100%$2.2M———
Mutual Advisors, LLC
N/A—43,124-43,124-100%$1.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—42,829-42,829-100%$1.9M———
Cahill Financial Advisors Inc
N/A—37,289-37,289-100%$1.7M———
Cordant, Inc.
N/A—37,032-37,032-100%$1.7M———
Composition Wealth, LLC
N/A—35,133-35,133-100%$1.6M———
Flow Traders U.S. LLC
N/A—34,100-34,100-100%$1.5M———
Premier Financial Group
N/A—33,194-33,194-100%$1.5M———
Longview Financial Advisors LLC
N/A—32,181-32,181-100%$1.5M———
HighTower Advisors, LLC
N/A—30,527-30,527-100%$1.4M———
von Borstel & Associates, Inc.
N/A—27,105-27,105-100%$1.2M———
Wealth Management Strategies, Inc.
N/A—24,957-24,957-100%$1.1M———
Osaic Holdings, Inc.
N/A—22,879-22,879-100%$1.0M———
MML Investors Services, LLC
N/A—20,644-20,644-100%$931.0K———
Bridgewater Advisors Inc.
N/A—20,366-20,366-100%$940.9K———
NewEdge Advisors, LLC
N/A—20,043-20,043-100%$903.9K———
Professional Financial Solutions LLC
N/A—17,926-17,926-100%$808.4K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—16,340-16,340-100%$736.9K———
Hancock Whitney Corp
N/A—15,774-15,774-100%$711.4K———
WPWealth LLP
N/A—15,597-15,597-100%$703.4K———
Glassman Wealth Services
N/A—15,370-15,370-100%$693.2K———
Compass Capital Corp
N/A—15,228-15,228-100%$723.3K———
Private Advisor Group, LLC
N/A—13,686-13,686-100%$617.3K———
Corus Family Wealth Advisors
N/A—13,670-13,670-100%$616.5K———
Morris Financial Concepts, Inc.
N/A—13,662-13,662-100%$616.2K———
Rehmann Capital Advisory Group
N/A—13,008-13,008-100%$586.7K———
Financial Plan, Inc.
N/A—12,925-12,925-100%$582.9K———
Waverly Advisors, LLC
N/A—12,516-12,516-100%$564.5K———
Hill Investment Group Partners, LLC
N/A—12,420-12,420-100%$560.1K———
Investment Advisory Group, LLC
N/A—12,274-12,274-100%$553.6K———
Passive Capital Management, Llc.
N/A—10,700-10,700-100%$458.4K———
Envision Financial Planning, LLC
N/A—9,824-9,824-100%$443.0K———
Envestnet Asset Management Inc
N/A—9,808-9,808-100%$442.3K———
Mariner, LLC
N/A—9,675-9,675-100%$436.3K———
E-Wealth Partners, LLC
N/A—8,695-8,695-100%$392.1K———
Susquehanna International Group, LLP
N/A—8,426-8,426-100%$380.0K———
Ruedi Wealth Management, Inc.
N/A—7,640-7,640-100%$344.6K———
Royal Bank of Canada
N/A—7,638-7,638-100%$344.0K———
Bridge Generations Wealth Management LLC
N/A—7,467-7,467-100%$336.8K———
Eaton-Cambridge Inc.
N/A—7,384-7,384-100%$333.0K———
Morgan Stanley
N/A—6,895-6,895-100%$311.0K———
Prime Buchholz LLC
N/A—6,814-6,814-100%$307.3K———
Goldman Sachs Group Inc
N/A—6,698-6,698-100%$302.1K———
Bluespring Wealth Management, LLC
N/A—6,495-6,495-100%$292.9K———
Geometric Wealth Advisors
N/A—6,451-6,451-100%$290.9K———
Pine Harbor Wealth Management, LLC
N/A—6,306-6,306-100%$284.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,150-6,150-100%$277.4K———
Orion Capital Management LLC
N/A—5,830-5,830-100%$262.9K———
Integrity Wealth Solutions LLC
N/A—5,493-5,493-100%$247.7K———
Quantinno Capital Management LP
N/A—5,437-5,437-100%$245.2K———
NewEdge Wealth, LLC
N/A—5,182-5,182-100%$233.7K———
Stifel Financial Corp
N/A—5,145-5,145-100%$232.0K———
Mars Jewett Financial Group, Inc.
N/A—4,609-4,609-100%$207.9K———
Medallion Wealth Advisors, LLC
N/A—3,133-3,133-100%$141.3K———
LRI Investments, LLC
N/A—3,077-3,077-100%$138.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,823-2,823-100%$127.2K———
JPMorgan Chase & Co
N/A—2,133-2,133-100%$96.0K———
Dunhill Financial, LLC
N/A—1,923-1,923-100%$87.1K———
Fiduciary Financial Advisors
N/A—1,807-1,807-100%$81.4K———
Fort Vancouver Investment Management, LLC
N/A—1,463-1,463-100%$66.0K———
Smartleaf Asset Management LLC
N/A—1,391-1,391-100%$62.6K———
C M Bidwell & Associates LTD
N/A—1,300-1,300-100%$58.6K———
Timmons Wealth Management, LLC
N/A—967-967-100%$43.6K———
Pinney & Scofield, Inc.
N/A—749-749-100%$33.8K———
Seneschal Advisors, LLC
N/A—602-602-100%$27.2K———
Northwestern Mutual Wealth Management Co
N/A—299-299-100%$13.5K———
Strategic Investment Solutions, Inc.
N/A—154-154-100%$6.9K———
Vanguard Advisers Inc
N/A—152-152-100%$6.9K———
Aptus Capital Advisors, LLC
N/A—68-68-100%$3.1K———
Showing 247 of 247 institutions