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Dimensional US SUS Core1 ETF (DFSU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Retirement Solution LLC
NEW
Shares5,434,605
Change+5,434,605
Value$256.4M
Filed 2026-10-27
AWM Capital, LLC
INCREASED
Shares3,889,790 from 3,511,890
Change+377,900 (+11%)
Value$183.5M (+$19.7M)
Filed 2026-10-16
Quantum Financial Advisors, LLC
DECREASED
Shares2,354,861 from 2,379,557
Change-24,696 (-1%)
Value$111.1M (+$120.1K)
Filed 2026-11-03
Maseco LLP
DECREASED
Shares2,046,028 from 2,068,712
Change-22,684 (-1%)
Value$96.5M (-$35.1K)
Filed 2026-10-27
Citrine Capital LLC
INCREASED
Shares1,676,440 from 1,569,106
Change+107,334 (+7%)
Value$79.1M (+$5.9M)
Filed 2026-10-14
Abacus Wealth Partners, LLC
DECREASED
Shares1,264,757 from 1,300,763
Change-36,006 (-3%)
Value$59.7M (-$974.1K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares630,263 from 549,074
Change+81,189 (+15%)
Value$29.7M (+$4.1M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares524,914 from 409,314
Change+115,600 (+28%)
Value$25.2M (+$5.9M)
Filed 2026-10-08
Forum Financial Management, LP
INCREASED
Shares505,265 from 471,383
Change+33,882 (+7%)
Value$23.8M (+$1.9M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares454,299 from 415,678
Change+38,621 (+9%)
Value$21.8M (+$2.0M)
Filed 2026-10-13
Five Oceans Advisors
DECREASED
Shares449,615 from 489,837
Change-40,222 (-8%)
Value$21.2M (-$1.6M)
Filed 2026-10-22
Willow Creek Wealth Management Inc.
INCREASED
Shares394,652 from 390,223
Change+4,429 (+1%)
Value$18.6M (+$419.6K)
Filed 2026-10-26
Gibson Capital, LLC
DECREASED
Shares365,765 from 375,765
Change-10,000 (-3%)
Value$17.3M (-$268.8K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares338,189 from 319,712
Change+18,477 (+6%)
Value$16.0M (+$1.0M)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
INCREASED
Shares319,062 from 275,091
Change+43,971 (+16%)
Value$15.1M (+$2.2M)
Filed 2026-10-30
Triune Financial Partners, LLC
INCREASED
Shares285,397 from 281,794
Change+3,603 (+1%)
Value$13.5M (+$322.1K)
Filed 2026-11-03
Wealth Architects, LLC
INCREASED
Shares278,166 from 267,678
Change+10,488 (+4%)
Value$13.1M (+$639.2K)
Filed 2026-11-03
Quarry Hill Advisors, LLC
DECREASED
Shares257,113 from 257,533
Change-420 (0%)
Value$12.1M (+$119.3K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares252,746 from 233,340
Change+19,406 (+8%)
Value$11.9M (+$1.0M)
Filed 2026-11-03
Clarity Wealth Development LLC
INCREASED
Shares248,403 from 156,216
Change+92,187 (+59%)
Value$11.7M (+$4.4M)
Filed 2026-10-22
Cardinal Point Capital Management ULC
INCREASED
Shares223,570 from 182,564
Change+41,006 (+22%)
Value$10.5M (+$2.0M)
Filed 2026-10-21
New Capital Management LP
DECREASED
Shares215,521 from 247,912
Change-32,391 (-13%)
Value$10.2M (-$1.4M)
Filed 2026-10-29
Nwam LLC
INCREASED
Shares213,910 from 210,940
Change+2,970 (+1%)
Value$10.1M (+$254.0K)
Filed 2026-11-09
Elser Financial Planning, Inc
DECREASED
Shares202,357 from 242,897
Change-40,540 (-17%)
Value$9.5M (-$1.8M)
Filed 2026-10-16
Momentous Wealth Management, Inc.
INCREASED
Shares201,713 from 194,319
Change+7,394 (+4%)
Value$9.5M (+$453.7K)
Filed 2026-10-21
SJS Investment Consulting Inc.
DECREASED
Shares194,197 from 194,776
Change-579 (0%)
Value$9.2M (+$77.9K)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares189,616 from 185,046
Change+4,570 (+2%)
Value$8.9M (+$315.5K)
Filed 2026-11-06
Equita Financial Network, Inc.
INCREASED
Shares178,618 from 159,672
Change+18,946 (+12%)
Value$8.4M (+$979.9K)
Filed 2026-10-19
Allodium Investment Consultants, LLC
INCREASED
Shares150,685 from 142,553
Change+8,132 (+6%)
Value$7.1M (+$460.5K)
Filed 2026-10-14
RAM Investment Partners, LLC
INCREASED
Shares148,538 from 136,596
Change+11,942 (+9%)
Value$7.0M (+$637.1K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares137,591 from 131,054
Change+6,537 (+5%)
Value$6.5M (+$379.1K)
Filed 2026-10-29
Root Financial Partners, LLC
INCREASED
Shares131,506 from 129,700
Change+1,806 (+1%)
Value$6.2M (+$155.2K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
DECREASED
Shares129,752 from 143,443
Change-13,691 (-10%)
Value$6.1M (-$568.3K)
Filed 2026-10-07
Donalies Financial Planning, LLC
DECREASED
Shares129,645 from 132,972
Change-3,327 (-2%)
Value$6.1M (-$85.1K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares124,962 from 41,771
Change+83,191 (+199%)
Value$5.9M (+$3.9M)
Filed 2026-10-08
Foster Group, Inc.
INCREASED
Shares124,539 from 115,631
Change+8,908 (+8%)
Value$5.9M (+$482.6K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares119,298 from 101,251
Change+18,047 (+18%)
Value$5.6M (+$905.9K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares109,338 from 88,644
Change+20,694 (+23%)
Value$5.2M (+$1.0M)
Filed 2026-10-22
MB Generational Wealth, LLC
DECREASED
Shares107,987 from 108,607
Change-620 (-1%)
Value$5.1M (+$29.4K)
Filed 2026-11-09
Asset Dedication, LLC
INCREASED
Shares90,446 from 75,372
Change+15,074 (+20%)
Value$4.3M (+$751.8K)
Filed 2026-11-03
Northland Capital Management LLC
DECREASED
Shares89,644 from 93,107
Change-3,463 (-4%)
Value$4.2M (-$113.1K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares88,489 from 84,635
Change+3,854 (+5%)
Value$4.2M (+$271.1K)
Filed 2026-10-27
Syverson Strege & Co
DECREASED
Shares87,555 from 87,793
Change-238 (0%)
Value$4.1M (+$36.2K)
Filed 2026-11-02
Wheels Up Wealth, Inc.
DECREASED
Shares86,922 from 88,743
Change-1,821 (-2%)
Value$4.1M (-$38.0K)
Filed 2026-10-27
Beacon Hill Wealth Management Ltd.
INCREASED
Shares79,204 from 78,481
Change+723 (+1%)
Value$3.7M (+$76.5K)
Filed 2026-10-21
Babb Wealth Advisors LLC
INCREASED
Shares74,324 from 63,176
Change+11,148 (+18%)
Value$3.5M (+$560.0K)
Filed 2026-10-30
Burton Enright Welch
INCREASED
Shares67,612 from 67,495
Change+117 (+0%)
Value$3.2M (+$42.0K)
Filed 2026-11-04
Level Financial Advisors
INCREASED
Shares67,511 from 67,307
Change+204 (+0%)
Value$3.2M (+$46.0K)
Filed 2026-10-13
Addison Advisors LLC
INCREASED
Shares64,462 from 59,027
Change+5,435 (+9%)
Value$3.0M (+$288.2K)
Filed 2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares63,983 from 63,853
Change+130 (+0%)
Value$3.0M (+$40.6K)
Filed 2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED
Shares60,581 from 60,566
Change+15 (+0%)
Value$2.9M (+$33.4K)
Filed 2026-10-14
BetterWealth, LLC
INCREASED
Shares59,834 from 57,685
Change+2,149 (+4%)
Value$2.8M (+$132.5K)
Filed 2026-10-15
Private Wealth Management Group, LLC
INCREASED
Shares57,157 from 40,482
Change+16,675 (+41%)
Value$2.7M (+$808.4K)
Filed 2026-10-19
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares56,425 from 49,386
Change+7,039 (+14%)
Value$2.7M (+$358.7K)
Filed 2026-10-27
SeedSafe Financial LLC
DECREASED
Shares56,195 from 57,183
Change-988 (-2%)
Value$2.7M (-$13.0K)
Filed 2026-11-02
Flagstone Financial Management
INCREASED
Shares56,176 from 55,686
Change+490 (+1%)
Value$2.6M (+$53.2K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
INCREASED
Shares55,626 from 55,471
Change+155 (+0%)
Value$2.6M (+$37.3K)
Filed 2026-10-16
Sensenig Capital Advisors, Inc
DECREASED
Shares55,488 from 58,854
Change-3,366 (-6%)
Value$2.6M (-$127.0K)
Filed 2026-10-23
RW Investment Management LLC
INCREASED
Shares54,809 from 51,315
Change+3,494 (+7%)
Value$2.6M (+$192.5K)
Filed 2026-11-03
United Wealth Management, LLC
UNCHANGED
Shares53,273 from 53,273
Change0 (0%)
Value$2.5M (+$28.8K)
Filed 2026-10-30
Mission Wealth Management, LP
DECREASED
Shares51,975 from 79,869
Change-27,894 (-35%)
Value$2.5M (-$1.3M)
Filed 2026-10-15
Wealth Advisors Northwest LLC
INCREASED
Shares51,658 from 44,189
Change+7,469 (+17%)
Value$2.4M (+$376.2K)
Filed 2026-10-29
Modera Wealth Management, LLC
DECREASED
Shares51,013 from 51,542
Change-529 (-1%)
Value$2.4M (+$2.9K)
Filed 2026-10-28
Greenspring Advisors, LLC
INCREASED
Shares49,629 from 36,188
Change+13,441 (+37%)
Value$2.3M (+$653.6K)
Filed 2026-11-05
Joel Adams & Associates, Inc.
INCREASED
Shares49,028 from 48,915
Change+113 (+0%)
Value$2.3M (+$31.7K)
Filed 2026-11-02
Vista Capital Partners, Inc.
INCREASED
Shares47,168 from 46,616
Change+552 (+1%)
Value$2.2M (+$51.2K)
Filed 2026-11-06
Monument Group Wealth Advisors, LLC
INCREASED
Shares46,597 from 7,103
Change+39,494 (+556%)
Value$2.2M (+$471.9K)
Filed 2026-10-21
HighTower Advisors, LLC
INCREASED
Shares46,248 from 27,039
Change+19,209 (+71%)
Value$2.2M (+$920.7K)
Filed 2026-11-10
XY Planning Network, Inc.
INCREASED
Shares45,144 from 45,088
Change+56 (+0%)
Value$2.1M (+$27.0K)
Filed 2026-10-14
Creative Capital Management Investments LLC
DECREASED
Shares41,733 from 42,787
Change-1,054 (-2%)
Value$2.0M (-$26.6K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares41,268 from 42,438
Change-1,170 (-3%)
Value$1.9M (-$32.3K)
Filed 2026-10-28
Morling Financial Advisors, LLC
INCREASED
Shares40,724 from 40,489
Change+235 (+1%)
Value$1.9M (+$32.9K)
Filed 2026-10-28
Trellis Wealth Advisors LLC
DECREASED
Shares38,893 from 38,980
Change-87 (0%)
Value$1.8M (+$17.0K)
Filed 2026-10-19
Wolfstich Capital, LLC
DECREASED
Shares37,758 from 38,058
Change-300 (-1%)
Value$1.8M (+$2.2K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares37,745 from 37,745
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-06
TFO Wealth Partners, LLC
INCREASED
Shares35,023 from 21,996
Change+13,027 (+59%)
Value$1.7M (+$626.4K)
Filed 2026-11-09
Sellwood Investment Partners LLC
DECREASED
Shares34,756 from 36,250
Change-1,494 (-4%)
Value$1.6M (-$50.9K)
Filed 2026-11-03
Mills Wealth Advisors LLC
INCREASED
Shares34,319 from 33,829
Change+490 (+1%)
Value$1.6M (+$41.4K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
INCREASED
Shares32,886 from 30,454
Change+2,432 (+8%)
Value$1.6M (+$131.2K)
Filed 2026-10-13
Hill Island Financial LLC
DECREASED
Shares31,520 from 41,414
Change-9,894 (-24%)
Value$1.5M (-$444.3K)
Filed 2026-10-20
Silver Oak Advisory Group, Inc.
INCREASED
Shares30,326 from 9,642
Change+20,684 (+215%)
Value$1.4M (+$981.5K)
Filed 2026-11-06
EnRich Financial Partners LLC
DECREASED
Shares29,881 from 30,759
Change-878 (-3%)
Value$1.4M (-$24.8K)
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares29,340 from 19,778
Change+9,562 (+48%)
Value$1.4M (+$461.7K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares29,183 from 30,893
Change-1,710 (-6%)
Value$1.4M (-$64.0K)
Filed 2026-10-20
Old Peak Finance LLC
INCREASED
Shares27,212 from 27,046
Change+166 (+1%)
Value$1.3M (+$22.4K)
Filed 2026-11-02
Outbound Financial Inc
DECREASED
Shares26,152 from 26,821
Change-669 (-2%)
Value$1.2M (-$17.1K)
Filed 2026-10-13
Altiora Financial Group, LLC
UNCHANGED
Shares26,000 from 26,000
Change0 (0%)
Value$1.2M (+$14.0K)
Filed 2026-11-04
Quent Capital, LLC
INCREASED
Shares24,723 from 5
Change+24,718 (+494360%)
Value$1.2M (+$1.2M)
Filed 2026-11-09
Meritas Wealth Management, LLC
DECREASED
Shares24,595 from 24,651
Change-56 (0%)
Value$1.2M (+$10.7K)
Filed 2026-10-14
Shira Ridge Wealth Management
UNCHANGED
Shares23,554 from 23,554
Change0 (0%)
Value$1.1M (+$12.7K)
Filed 2026-10-09
Opulen Financial Group LLC
INCREASED
Shares23,092 from 23,091
Change+1 (0%)
Value$1.1M (+$12.5K)
Filed 2026-10-22
3 Factor Indexing, LLC
UNCHANGED
Shares21,112 from 21,112
Change0 (0%)
Value$995.9K (+$11.4K)
Filed 2026-10-15
Tillman Hartley LLC
INCREASED
Shares20,969 from 17,174
Change+3,795 (+22%)
Value$989.1K (+$188.3K)
Filed 2026-11-06
Tanager Wealth Management LLP
DECREASED
Shares20,865 from 21,255
Change-390 (-2%)
Value$984.2K (-$6.9K)
Filed 2026-10-19
HB Wealth Management, LLC
INCREASED
Shares20,283 from 14,521
Change+5,762 (+40%)
Value$956.8K (+$279.6K)
Filed 2026-10-23
AdvisorNet Financial, Inc
DECREASED
Shares19,363 from 21,409
Change-2,046 (-10%)
Value$923.0K (-$75.3K)
Filed 2026-10-15
Define Financial, LLC
INCREASED
Shares19,129 from 12,858
Change+6,271 (+49%)
Value$902.3K (+$302.7K)
Filed 2026-10-14
Hicks Capital Management LLC
UNCHANGED
Shares18,410 from 18,410
Change0 (0%)
Value$858.5K ($0)
Filed 2026-10-20
Signature Resources Capital Management, LLC
INCREASED
Shares18,317 from 18,313
Change+4 (+0%)
Value$864.0K (+$10.1K)
Filed 2026-10-16
Squire Investment Management Company, LLC
UNCHANGED
Shares18,265 from 18,265
Change0 (0%)
Value$861.6K (+$9.9K)
Filed 2026-11-03
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares18,148 from 18,148
Change0 (0%)
Value$856.0K (+$9.8K)
Filed 2026-10-09
Clearstead Advisors, LLC
DECREASED
Shares18,083 from 18,463
Change-380 (-2%)
Value$853.0K (-$7.9K)
Filed 2026-11-06
Creative Planning
NEW
Shares17,036
Change+17,036
Value$803.6K
Filed 2026-11-02
Hutchinson Capital Management
INCREASED
Shares16,625 from 14,570
Change+2,055 (+14%)
Value$784.2K (+$104.8K)
Filed 2026-11-09
Three Arch Wealth Management LLC
DECREASED
Shares16,049 from 18,964
Change-2,915 (-15%)
Value$757.0K (-$127.3K)
Filed 2026-10-20
Montis Financial, LLC
INCREASED
Shares16,014 from 15,786
Change+228 (+1%)
Value$755.4K (+$19.3K)
Filed 2026-11-04
Freedom Financial Partners LLC
INCREASED
Shares15,871 from 15,585
Change+286 (+2%)
Value$748.7K (+$21.9K)
Filed 2026-10-19
Tortoise Investment Management, LLC
DECREASED
Shares15,111 from 17,000
Change-1,889 (-11%)
Value$712.8K (-$79.9K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,886 from 15,133
Change-247 (-2%)
Value$702.0K (-$4.0K)
Filed 2026-11-02
Family Wealth Partners, LLC
DECREASED
Shares14,258 from 14,370
Change-112 (-1%)
Value$672.5K (+$2.5K)
Filed 2026-10-20
McGrath & Associates, Inc.
INCREASED
Shares13,799 from 13,785
Change+14 (+0%)
Value$650.9K (+$8.1K)
Filed 2026-10-27
Vestia Personal Wealth Advisors
INCREASED
Shares13,681 from 12,885
Change+796 (+6%)
Value$645.3K (+$44.5K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
UNCHANGED
Shares12,534 from 12,534
Change0 (0%)
Value$591.2K (+$6.8K)
Filed 2026-10-27
Warburton Capital Management, LLC
INCREASED
Shares11,564 from 11,117
Change+447 (+4%)
Value$550.9K (+$32.9K)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares11,481 from 11,481
Change0 (0%)
Value$541.6K (+$6.2K)
Filed 2026-10-13
Grand Wealth Management, LLC
DECREASED
Shares10,984 from 11,173
Change-189 (-2%)
Value$518.1K (-$2.9K)
Filed 2026-11-09
Kestra Advisory Services, LLC
UNCHANGED
Shares10,973 from 10,973
Change0 (0%)
Value$517.6K (+$5.9K)
Filed 2026-11-02
Heck Capital Advisors, LLC
DECREASED
Shares10,513 from 10,537
Change-24 (0%)
Value$495.9K (+$4.6K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
INCREASED
Shares10,402 from 7,311
Change+3,091 (+42%)
Value$490.7K (+$149.8K)
Filed 2026-10-26
Colorado Capital Management, Inc.
INCREASED
Shares10,257 from 9,928
Change+329 (+3%)
Value$484.0K (+$483.5K)
Filed 2026-10-15
True Wealth Design, LLC
DECREASED
Shares10,081 from 10,175
Change-94 (-1%)
Value$475.5K (+$1.1K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
DECREASED
Shares9,987 from 10,241
Change-254 (-2%)
Value$471.1K (-$6.5K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares9,494
Change+9,494
Value$447.8K
Filed 2026-11-03
Shore Point Advisors, LLC
DECREASED
Shares9,225 from 9,509
Change-284 (-3%)
Value$435.2K (-$8.3K)
Filed 2026-10-14
Towneley Capital Management, Inc / de
INCREASED
Shares8,859 from 8,846
Change+13 (+0%)
Value$417.9K (+$5.4K)
Filed 2026-10-09
Austin Wealth Management, LLC
DECREASED
Shares8,835 from 9,310
Change-475 (-5%)
Value$423.0K (-$15.3K)
Filed 2026-11-06
Keystone Financial Group, Inc.
INCREASED
Shares8,581 from 8,563
Change+18 (+0%)
Value$404.8K (+$5.5K)
Filed 2026-10-13
Foundry Financial LLC
INCREASED
Shares8,301 from 7,968
Change+333 (+4%)
Value$391.6K (+$20.0K)
Filed 2026-10-16
Acorn Creek Capital LLC
DECREASED
Shares8,262 from 8,314
Change-52 (-1%)
Value$389.7K (+$2.0K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares8,076 from 7,926
Change+150 (+2%)
Value$381.0K (+$11.4K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
DECREASED
Shares7,973 from 8,697
Change-724 (-8%)
Value$376.1K (-$29.5K)
Filed 2026-10-21
Coston, McIsaac & Partners
INCREASED
Shares7,972 from 7,965
Change+7 (+0%)
Value$376.0K (+$5.0K)
Filed 2026-11-06
Freedom Investment Management, Inc.
INCREASED
Shares7,960 from 7,826
Change+134 (+2%)
Value$375.5K (+$10.5K)
Filed 2026-11-09
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,848 from 8,015
Change-167 (-2%)
Value$370.2K (-$3.5K)
Filed 2026-10-20
Robinson Smith Wealth Advisors LLC
INCREASED
Shares7,630 from 7,628
Change+2 (+0%)
Value$359.9K (+$4.2K)
Filed 2026-10-22
Choreo, LLC
NEW
Shares7,608
Change+7,608
Value$358.9K
Filed 2026-10-28
Astra Wealth Partners LLC
UNCHANGED
Shares7,553 from 7,553
Change0 (0%)
Value$356.3K (+$4.1K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares7,349 from 7,291
Change+58 (+1%)
Value$346.6K (+$6.7K)
Filed 2026-10-13
Merit Financial Group, LLC
NEW
Shares7,342
Change+7,342
Value$346.3K
Filed 2026-11-06
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares7,313 from 7,313
Change0 (0%)
Value$345.0K (+$3.9K)
Filed 2026-10-13
Laurel Wealth Planning LLC
UNCHANGED
Shares7,247 from 7,247
Change0 (0%)
Value$341.8K (+$3.9K)
Filed 2026-11-02
Boyce & Associates Wealth Consulting, Inc.
UNCHANGED
Shares7,230 from 7,230
Change0 (0%)
Value$341.0K (+$3.9K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
UNCHANGED
Shares7,148 from 7,148
Change0 (0%)
Value$337.2K (+$3.9K)
Filed 2026-11-02
MBE Wealth Management, LLC
UNCHANGED
Shares7,063 from 7,063
Change0 (0%)
Value$333.2K (+$3.8K)
Filed 2026-10-26
Austin Asset Management Co Inc
UNCHANGED
Shares6,785 from 6,785
Change0 (0%)
Value$320.0K (+$3.7K)
Filed 2026-10-29
Belpointe Asset Management LLC
DECREASED
Shares6,742 from 6,756
Change-14 (0%)
Value$318.0K (+$3.0K)
Filed 2026-11-09
M Holdings Securities, Inc.
NEW
Shares6,716
Change+6,716
Value$319.0K
Filed 2026-11-03
Indivisible Partners
NEW
Shares6,710
Change+6,710
Value$316.5K
Filed 2026-10-26
Verus Wealth Management, LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$311.3K (+$3.6K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
INCREASED
Shares6,279 from 4,499
Change+1,780 (+40%)
Value$296.2K (+$86.4K)
Filed 2026-11-03
Concord Wealth Partners
DECREASED
Shares6,106 from 6,346
Change-240 (-4%)
Value$288.0K (-$7.9K)
Filed 2026-11-02
Sutton Place Investors LLC
DECREASED
Shares6,061 from 6,202
Change-141 (-2%)
Value$285.9K (-$3.3K)
Filed 2026-10-20
Parallel Advisors, LLC
NEW
Shares5,940
Change+5,940
Value$280.2K
Filed 2026-11-03
BWM Planning, LLC
DECREASED
Shares5,879 from 5,992
Change-113 (-2%)
Value$277.3K (-$2.1K)
Filed 2026-11-09
Morton Capital Management LLC
DECREASED
Shares5,724 from 7,925
Change-2,201 (-28%)
Value$270.0K (-$99.5K)
Filed 2026-10-23
Trademark Financial Management, LLC
UNCHANGED
Shares5,603 from 5,603
Change0 (0%)
Value$264.3K (+$3.0K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
DECREASED
Shares5,444 from 5,518
Change-74 (-1%)
Value$256.8K (-$504)
Filed 2026-10-22
Bedel Financial Consulting, Inc.
INCREASED
Shares5,231 from 4,769
Change+462 (+10%)
Value$246.7K (+$24.4K)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares5,146 from 5,015
Change+131 (+3%)
Value$242.7K (+$8.9K)
Filed 2026-10-22
Sterling Wealth Management, Inc.
DECREASED
Shares4,866 from 4,870
Change-4 (0%)
Value$229.5K (+$2.4K)
Filed 2026-10-23
marrick wealth, LLC
DECREASED
Shares4,787 from 7,255
Change-2,468 (-34%)
Value$225.8K (-$112.5K)
Filed 2026-10-20
Dixon Fnancial Services, Inc.
INCREASED
Shares4,785 from 4,743
Change+42 (+1%)
Value$225.7K (+$4.6K)
Filed 2026-10-23
Clarity Asset Management, Inc.
DECREASED
Shares4,747 from 4,914
Change-167 (-3%)
Value$223.9K (-$5.2K)
Filed 2026-10-14
Gemmer Asset Management LLC
DECREASED
Shares4,743 from 4,799
Change-56 (-1%)
Value$223.7K (-$62)
Filed 2026-10-16
Kane Co Wealth Management, Inc.
DECREASED
Shares4,675 from 4,700
Change-25 (-1%)
Value$220.5K (+$1.4K)
Filed 2026-11-04
Oak Wealth Advisors LLC
INCREASED
Shares4,570 from 4,560
Change+10 (+0%)
Value$215.6K (+$2.9K)
Filed 2026-11-09
One Degree Advisors Inc
UNCHANGED
Shares4,423 from 4,423
Change0 (0%)
Value$213.0K (+$6.0K)
Filed 2026-11-06
Mission Financial Group, LLC
INCREASED
Shares4,377 from 4,368
Change+9 (+0%)
Value$206.5K (+$2.8K)
Filed 2026-10-21
Penobscot Wealth Management
INCREASED
Shares4,377 from 4,375
Change+2 (+0%)
Value$206.5K (+$2.4K)
Filed 2026-10-21
High Probability Advisors, LLC
INCREASED
Shares4,334 from 4,325
Change+9 (+0%)
Value$204.5K (+$2.8K)
Filed 2026-10-19
SageOak Financial, LLC
DECREASED
Shares4,281 from 4,792
Change-511 (-11%)
Value$201.9K (-$21.5K)
Filed 2026-10-19
Bank of Montreal
UNCHANGED
Shares4,167 from 4,167
Change0 (0%)
Value$196.6K (+$2.3K)
Filed 2026-11-09
American Capital Advisory, LLC
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$172.5K (+$2.0K)
Filed 2026-10-28
Clean Yield Group
UNCHANGED
Shares3,028 from 3,028
Change0 (0%)
Value$142.8K (+$1.6K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares3,023 from 3,023
Change0 (0%)
Value$141.0K ($0)
Filed 2026-11-06
Cardiff Park Advisors, LLC
INCREASED
Shares2,753 from 2,132
Change+621 (+29%)
Value$129.8K (+$30.4K)
Filed 2026-11-09
Burk Holdings LLC
INCREASED
Shares2,574 from 2,568
Change+6 (+0%)
Value$121.4K (+$1.7K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares2,409 from 2,306
Change+103 (+4%)
Value$113.6K (+$6.1K)
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares938 from 999
Change-61 (-6%)
Value$44.3K (-$2.3K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares840 from 0
Change+840
Value$39.6K (+$39.6K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares366
Change+366
Value$17.3K
Filed 2026-10-29
Elevate Wealth Advisory, Inc
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$15.9K (+$182)
Filed 2026-10-29
AlphaCore Capital LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$14.1K (+$161)
Filed 2026-11-04
Pillar Financial Advisors, LLC
INCREASED
Shares230 from 204
Change+26 (+13%)
Value$10.9K (+$1.3K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 24,284
Change-24,284 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
Private Advisory Group LLC
CLOSED
Shares0 from 7,877
Change-7,877 (-100%)
Value$0 (-$367.3K)
Filed 2026-11-06
Physician Wealth Solutions Inc.
CLOSED
Shares0 from 5,800
Change-5,800 (-100%)
Value$0 (-$270.5K)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 3,414
Change-3,414 (-100%)
Value$0 (-$159.2K)
Filed 2026-10-15
Focus Partners Wealth
N/A
Shares— from 2,160,532
Change-2,160,532 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,508,057
Change-1,508,057 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 734,838
Change-734,838 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 460,197
Change-460,197 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 419,670
Change-419,670 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 416,292
Change-416,292 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 341,750
Change-341,750 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 267,228
Change-267,228 (-100%)
Value—
Betterment LLC
N/A
Shares— from 246,132
Change-246,132 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 186,762
Change-186,762 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 173,982
Change-173,982 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 158,946
Change-158,946 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 150,199
Change-150,199 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 129,060
Change-129,060 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 124,022
Change-124,022 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 114,373
Change-114,373 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 111,535
Change-111,535 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 96,525
Change-96,525 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 75,152
Change-75,152 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 71,062
Change-71,062 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 66,921
Change-66,921 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 66,613
Change-66,613 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 53,075
Change-53,075 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 50,697
Change-50,697 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 48,082
Change-48,082 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,690
Change-47,690 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 47,237
Change-47,237 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46,143
Change-46,143 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 45,900
Change-45,900 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 45,034
Change-45,034 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 44,907
Change-44,907 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 41,544
Change-41,544 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 40,048
Change-40,048 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 36,097
Change-36,097 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 35,144
Change-35,144 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 33,229
Change-33,229 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 32,776
Change-32,776 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 30,161
Change-30,161 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 30,004
Change-30,004 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 28,913
Change-28,913 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 28,241
Change-28,241 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 28,020
Change-28,020 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 27,901
Change-27,901 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,950
Change-26,950 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 25,489
Change-25,489 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 24,514
Change-24,514 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 24,442
Change-24,442 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 20,718
Change-20,718 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 20,053
Change-20,053 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 18,802
Change-18,802 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 18,637
Change-18,637 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 18,480
Change-18,480 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 18,239
Change-18,239 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 17,946
Change-17,946 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,740
Change-17,740 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,980
Change-16,980 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 16,816
Change-16,816 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 16,150
Change-16,150 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 15,281
Change-15,281 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 15,240
Change-15,240 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 14,995
Change-14,995 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,623
Change-14,623 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,505
Change-14,505 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 14,297
Change-14,297 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 12,823
Change-12,823 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 11,386
Change-11,386 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 9,364
Change-9,364 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 9,285
Change-9,285 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 8,792
Change-8,792 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 6,454
Change-6,454 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 6,013
Change-6,013 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 632
Change-632 (-100%)
Value—
UBS Group AG
N/A
Shares— from 538
Change-538 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 388
Change-388 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Status
Retirement Solution LLC
NEW5,434,605—+5,434,605——$256.4M—2026-10-27
AWM Capital, LLC
INCREASED3,889,7903,511,890+377,900+11%$163.8M$183.5M+$19.7M2026-10-16
Quantum Financial Advisors, LLC
DECREASED2,354,8612,379,557-24,696-1%$111.0M$111.1M+$120.1K2026-11-03
Maseco LLP
DECREASED2,046,0282,068,712-22,684-1%$96.5M$96.5M-$35.1K2026-10-27
Citrine Capital LLC
INCREASED1,676,4401,569,106+107,334+7%$73.2M$79.1M+$5.9M2026-10-14
Abacus Wealth Partners, LLC
DECREASED1,264,7571,300,763-36,006-3%$60.6M$59.7M-$974.1K2026-11-03
Savant Capital, LLC
INCREASED630,263549,074+81,189+15%$25.6M$29.7M+$4.1M2026-11-06
Apella Capital, LLC
INCREASED524,914409,314+115,600+28%$19.3M$25.2M+$5.9M2026-10-08
Forum Financial Management, LP
INCREASED505,265471,383+33,882+7%$22.0M$23.8M+$1.9M2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED454,299415,678+38,621+9%$19.7M$21.8M+$2.0M2026-10-13
Five Oceans Advisors
DECREASED449,615489,837-40,222-8%$22.8M$21.2M-$1.6M2026-10-22
Willow Creek Wealth Management Inc.
INCREASED394,652390,223+4,429+1%$18.2M$18.6M+$419.6K2026-10-26
Gibson Capital, LLC
DECREASED365,765375,765-10,000-3%$17.5M$17.3M-$268.8K2026-10-23
Simplicity Wealth,LLC
INCREASED338,189319,712+18,477+6%$14.9M$16.0M+$1.0M2026-10-23
TCI Wealth Advisors, Inc.
INCREASED319,062275,091+43,971+16%$12.8M$15.1M+$2.2M2026-10-30
Triune Financial Partners, LLC
INCREASED285,397281,794+3,603+1%$13.1M$13.5M+$322.1K2026-11-03
Wealth Architects, LLC
INCREASED278,166267,678+10,488+4%$12.5M$13.1M+$639.2K2026-11-03
Quarry Hill Advisors, LLC
DECREASED257,113257,533-4200%$12.0M$12.1M+$119.3K2026-11-04
Brighton Jones LLC
INCREASED252,746233,340+19,406+8%$10.9M$11.9M+$1.0M2026-11-03
Clarity Wealth Development LLC
INCREASED248,403156,216+92,187+59%$7.3M$11.7M+$4.4M2026-10-22
Cardinal Point Capital Management ULC
INCREASED223,570182,564+41,006+22%$8.5M$10.5M+$2.0M2026-10-21
New Capital Management LP
DECREASED215,521247,912-32,391-13%$11.6M$10.2M-$1.4M2026-10-29
Nwam LLC
INCREASED213,910210,940+2,970+1%$9.8M$10.1M+$254.0K2026-11-09
Elser Financial Planning, Inc
DECREASED202,357242,897-40,540-17%$11.3M$9.5M-$1.8M2026-10-16
Momentous Wealth Management, Inc.
INCREASED201,713194,319+7,394+4%$9.1M$9.5M+$453.7K2026-10-21
SJS Investment Consulting Inc.
DECREASED194,197194,776-5790%$9.1M$9.2M+$77.9K2026-10-26
LPL Financial LLC
INCREASED189,616185,046+4,570+2%$8.6M$8.9M+$315.5K2026-11-06
Equita Financial Network, Inc.
INCREASED178,618159,672+18,946+12%$7.4M$8.4M+$979.9K2026-10-19
Allodium Investment Consultants, LLC
INCREASED150,685142,553+8,132+6%$6.6M$7.1M+$460.5K2026-10-14
RAM Investment Partners, LLC
INCREASED148,538136,596+11,942+9%$6.4M$7.0M+$637.1K2026-10-21
Vise Technologies, Inc.
INCREASED137,591131,054+6,537+5%$6.1M$6.5M+$379.1K2026-10-29
Root Financial Partners, LLC
INCREASED131,506129,700+1,806+1%$6.0M$6.2M+$155.2K2026-10-21
Elevation Wealth Partners, LLC
DECREASED129,752143,443-13,691-10%$6.7M$6.1M-$568.3K2026-10-07
Donalies Financial Planning, LLC
DECREASED129,645132,972-3,327-2%$6.2M$6.1M-$85.1K2026-10-19
Farther Finance Advisors, LLC
INCREASED124,96241,771+83,191+199%$1.9M$5.9M+$3.9M2026-10-08
Foster Group, Inc.
INCREASED124,539115,631+8,908+8%$5.4M$5.9M+$482.6K2026-10-13
Commonwealth Equity Services, LLC
INCREASED119,298101,251+18,047+18%$4.7M$5.6M+$905.9K2026-11-02
Perigon Wealth Management, LLC
INCREASED109,33888,644+20,694+23%$4.1M$5.2M+$1.0M2026-10-22
MB Generational Wealth, LLC
DECREASED107,987108,607-620-1%$5.1M$5.1M+$29.4K2026-11-09
Asset Dedication, LLC
INCREASED90,44675,372+15,074+20%$3.5M$4.3M+$751.8K2026-11-03
Northland Capital Management LLC
DECREASED89,64493,107-3,463-4%$4.3M$4.2M-$113.1K2026-10-15
Chicago Partners Investment Group LLC
INCREASED88,48984,635+3,854+5%$3.9M$4.2M+$271.1K2026-10-27
Syverson Strege & Co
DECREASED87,55587,793-2380%$4.1M$4.1M+$36.2K2026-11-02
Wheels Up Wealth, Inc.
DECREASED86,92288,743-1,821-2%$4.1M$4.1M-$38.0K2026-10-27
Beacon Hill Wealth Management Ltd.
INCREASED79,20478,481+723+1%$3.7M$3.7M+$76.5K2026-10-21
Babb Wealth Advisors LLC
INCREASED74,32463,176+11,148+18%$2.9M$3.5M+$560.0K2026-10-30
Burton Enright Welch
INCREASED67,61267,495+117+0%$3.1M$3.2M+$42.0K2026-11-04
Level Financial Advisors
INCREASED67,51167,307+204+0%$3.1M$3.2M+$46.0K2026-10-13
Addison Advisors LLC
INCREASED64,46259,027+5,435+9%$2.8M$3.0M+$288.2K2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED63,98363,853+130+0%$3.0M$3.0M+$40.6K2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED60,58160,566+15+0%$2.8M$2.9M+$33.4K2026-10-14
BetterWealth, LLC
INCREASED59,83457,685+2,149+4%$2.7M$2.8M+$132.5K2026-10-15
Private Wealth Management Group, LLC
INCREASED57,15740,482+16,675+41%$1.9M$2.7M+$808.4K2026-10-19
Petersen Hastings Wealth Advisors Inc.
INCREASED56,42549,386+7,039+14%$2.3M$2.7M+$358.7K2026-10-27
SeedSafe Financial LLC
DECREASED56,19557,183-988-2%$2.7M$2.7M-$13.0K2026-11-02
Flagstone Financial Management
INCREASED56,17655,686+490+1%$2.6M$2.6M+$53.2K2026-11-05
DiNuzzo Private Wealth, Inc.
INCREASED55,62655,471+155+0%$2.6M$2.6M+$37.3K2026-10-16
Sensenig Capital Advisors, Inc
DECREASED55,48858,854-3,366-6%$2.7M$2.6M-$127.0K2026-10-23
RW Investment Management LLC
INCREASED54,80951,315+3,494+7%$2.4M$2.6M+$192.5K2026-11-03
United Wealth Management, LLC
UNCHANGED53,27353,27300%$2.5M$2.5M+$28.8K2026-10-30
Mission Wealth Management, LP
DECREASED51,97579,869-27,894-35%$3.7M$2.5M-$1.3M2026-10-15
Wealth Advisors Northwest LLC
INCREASED51,65844,189+7,469+17%$2.1M$2.4M+$376.2K2026-10-29
Modera Wealth Management, LLC
DECREASED51,01351,542-529-1%$2.4M$2.4M+$2.9K2026-10-28
Greenspring Advisors, LLC
INCREASED49,62936,188+13,441+37%$1.7M$2.3M+$653.6K2026-11-05
Joel Adams & Associates, Inc.
INCREASED49,02848,915+113+0%$2.3M$2.3M+$31.7K2026-11-02
Vista Capital Partners, Inc.
INCREASED47,16846,616+552+1%$2.2M$2.2M+$51.2K2026-11-06
Monument Group Wealth Advisors, LLC
INCREASED46,5977,103+39,494+556%$1.7M$2.2M+$471.9K2026-10-21
HighTower Advisors, LLC
INCREASED46,24827,039+19,209+71%$1.3M$2.2M+$920.7K2026-11-10
XY Planning Network, Inc.
INCREASED45,14445,088+56+0%$2.1M$2.1M+$27.0K2026-10-14
Creative Capital Management Investments LLC
DECREASED41,73342,787-1,054-2%$2.0M$2.0M-$26.6K2026-10-28
D.A. Davidson & Co.
DECREASED41,26842,438-1,170-3%$2.0M$1.9M-$32.3K2026-10-28
Morling Financial Advisors, LLC
INCREASED40,72440,489+235+1%$1.9M$1.9M+$32.9K2026-10-28
Trellis Wealth Advisors LLC
DECREASED38,89338,980-870%$1.8M$1.8M+$17.0K2026-10-19
Wolfstich Capital, LLC
DECREASED37,75838,058-300-1%$1.8M$1.8M+$2.2K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED37,74537,74500%$1.8M$1.8M$02026-10-06
TFO Wealth Partners, LLC
INCREASED35,02321,996+13,027+59%$1.0M$1.7M+$626.4K2026-11-09
Sellwood Investment Partners LLC
DECREASED34,75636,250-1,494-4%$1.7M$1.6M-$50.9K2026-11-03
Mills Wealth Advisors LLC
INCREASED34,31933,829+490+1%$1.6M$1.6M+$41.4K2026-10-22
Fiduciary Financial Group, LLC
INCREASED32,88630,454+2,432+8%$1.4M$1.6M+$131.2K2026-10-13
Hill Island Financial LLC
DECREASED31,52041,414-9,894-24%$1.9M$1.5M-$444.3K2026-10-20
Silver Oak Advisory Group, Inc.
INCREASED30,3269,642+20,684+215%$449.0K$1.4M+$981.5K2026-11-06
EnRich Financial Partners LLC
DECREASED29,88130,759-878-3%$1.4M$1.4M-$24.8K2026-10-21
AA Financial Advisors, LLC
INCREASED29,34019,778+9,562+48%$922.3K$1.4M+$461.7K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED29,18330,893-1,710-6%$1.4M$1.4M-$64.0K2026-10-20
Old Peak Finance LLC
INCREASED27,21227,046+166+1%$1.3M$1.3M+$22.4K2026-11-02
Outbound Financial Inc
DECREASED26,15226,821-669-2%$1.3M$1.2M-$17.1K2026-10-13
Altiora Financial Group, LLC
UNCHANGED26,00026,00000%$1.2M$1.2M+$14.0K2026-11-04
Quent Capital, LLC
INCREASED24,7235+24,718+494360%$233$1.2M+$1.2M2026-11-09
Meritas Wealth Management, LLC
DECREASED24,59524,651-560%$1.1M$1.2M+$10.7K2026-10-14
Shira Ridge Wealth Management
UNCHANGED23,55423,55400%$1.1M$1.1M+$12.7K2026-10-09
Opulen Financial Group LLC
INCREASED23,09223,091+10%$1.1M$1.1M+$12.5K2026-10-22
3 Factor Indexing, LLC
UNCHANGED21,11221,11200%$984.5K$995.9K+$11.4K2026-10-15
Tillman Hartley LLC
INCREASED20,96917,174+3,795+22%$800.8K$989.1K+$188.3K2026-11-06
Tanager Wealth Management LLP
DECREASED20,86521,255-390-2%$991.1K$984.2K-$6.9K2026-10-19
HB Wealth Management, LLC
INCREASED20,28314,521+5,762+40%$677.1K$956.8K+$279.6K2026-10-23
AdvisorNet Financial, Inc
DECREASED19,36321,409-2,046-10%$998.3K$923.0K-$75.3K2026-10-15
Define Financial, LLC
INCREASED19,12912,858+6,271+49%$599.6K$902.3K+$302.7K2026-10-14
Hicks Capital Management LLC
UNCHANGED18,41018,41000%$858.5K$858.5K$02026-10-20
Signature Resources Capital Management, LLC
INCREASED18,31718,313+4+0%$853.9K$864.0K+$10.1K2026-10-16
Squire Investment Management Company, LLC
UNCHANGED18,26518,26500%$851.7K$861.6K+$9.9K2026-11-03
Ledgewood Wealth Advisors, LLC
UNCHANGED18,14818,14800%$846.2K$856.0K+$9.8K2026-10-09
Clearstead Advisors, LLC
DECREASED18,08318,463-380-2%$860.9K$853.0K-$7.9K2026-11-06
Creative Planning
NEW17,036—+17,036——$803.6K—2026-11-02
Hutchinson Capital Management
INCREASED16,62514,570+2,055+14%$679.4K$784.2K+$104.8K2026-11-09
Three Arch Wealth Management LLC
DECREASED16,04918,964-2,915-15%$884.3K$757.0K-$127.3K2026-10-20
Montis Financial, LLC
INCREASED16,01415,786+228+1%$736.1K$755.4K+$19.3K2026-11-04
Freedom Financial Partners LLC
INCREASED15,87115,585+286+2%$726.7K$748.7K+$21.9K2026-10-19
Tortoise Investment Management, LLC
DECREASED15,11117,000-1,889-11%$792.7K$712.8K-$79.9K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED14,88615,133-247-2%$706.0K$702.0K-$4.0K2026-11-02
Family Wealth Partners, LLC
DECREASED14,25814,370-112-1%$670.1K$672.5K+$2.5K2026-10-20
McGrath & Associates, Inc.
INCREASED13,79913,785+14+0%$642.8K$650.9K+$8.1K2026-10-27
Vestia Personal Wealth Advisors
INCREASED13,68112,885+796+6%$600.8K$645.3K+$44.5K2026-10-20
Rockwood Wealth Management, LLC
UNCHANGED12,53412,53400%$584.5K$591.2K+$6.8K2026-10-27
Warburton Capital Management, LLC
INCREASED11,56411,117+447+4%$518.0K$550.9K+$32.9K2026-11-06
Forvis Mazars Wealth Advisors, LLC
UNCHANGED11,48111,48100%$535.4K$541.6K+$6.2K2026-10-13
Grand Wealth Management, LLC
DECREASED10,98411,173-189-2%$521.0K$518.1K-$2.9K2026-11-09
Kestra Advisory Services, LLC
UNCHANGED10,97310,97300%$511.7K$517.6K+$5.9K2026-11-02
Heck Capital Advisors, LLC
DECREASED10,51310,537-240%$491.3K$495.9K+$4.6K2026-10-14
Glass Jacobson Investment Advisors llc
INCREASED10,4027,311+3,091+42%$340.9K$490.7K+$149.8K2026-10-26
Colorado Capital Management, Inc.
INCREASED10,2579,928+329+3%$463$484.0K+$483.5K2026-10-15
True Wealth Design, LLC
DECREASED10,08110,175-94-1%$474.5K$475.5K+$1.1K2026-10-13
Ballast Rock Private Wealth LLC
DECREASED9,98710,241-254-2%$477.5K$471.1K-$6.5K2026-10-26
Ascentis Independent Advisors
NEW9,494—+9,494——$447.8K—2026-11-03
Shore Point Advisors, LLC
DECREASED9,2259,509-284-3%$443.4K$435.2K-$8.3K2026-10-14
Towneley Capital Management, Inc / de
INCREASED8,8598,846+13+0%$412.5K$417.9K+$5.4K2026-10-09
Austin Wealth Management, LLC
DECREASED8,8359,310-475-5%$438.3K$423.0K-$15.3K2026-11-06
Keystone Financial Group, Inc.
INCREASED8,5818,563+18+0%$399.3K$404.8K+$5.5K2026-10-13
Foundry Financial LLC
INCREASED8,3017,968+333+4%$371.5K$391.6K+$20.0K2026-10-16
Acorn Creek Capital LLC
DECREASED8,2628,314-52-1%$387.7K$389.7K+$2.0K2026-11-05
Compound Planning, Inc.
INCREASED8,0767,926+150+2%$369.6K$381.0K+$11.4K2026-11-09
Wealthcare Advisory Partners LLC
DECREASED7,9738,697-724-8%$405.6K$376.1K-$29.5K2026-10-21
Coston, McIsaac & Partners
INCREASED7,9727,965+7+0%$371.0K$376.0K+$5.0K2026-11-06
Freedom Investment Management, Inc.
INCREASED7,9607,826+134+2%$364.9K$375.5K+$10.5K2026-11-09
Prime Capital Investment Advisors, LLC
DECREASED7,8488,015-167-2%$373.7K$370.2K-$3.5K2026-10-20
Robinson Smith Wealth Advisors LLC
INCREASED7,6307,628+2+0%$355.7K$359.9K+$4.2K2026-10-22
Choreo, LLC
NEW7,608—+7,608——$358.9K—2026-10-28
Astra Wealth Partners LLC
UNCHANGED7,5537,55300%$352.2K$356.3K+$4.1K2026-11-06
Avior Wealth Management, LLC
INCREASED7,3497,291+58+1%$340.0K$346.6K+$6.7K2026-10-13
Merit Financial Group, LLC
NEW7,342—+7,342——$346.3K—2026-11-06
McGlone Suttner Wealth Management, Inc.
UNCHANGED7,3137,31300%$341.0K$345.0K+$3.9K2026-10-13
Laurel Wealth Planning LLC
UNCHANGED7,2477,24700%$337.9K$341.8K+$3.9K2026-11-02
Boyce & Associates Wealth Consulting, Inc.
UNCHANGED7,2307,23000%$337.1K$341.0K+$3.9K2026-10-14
Quadcap Wealth Management, LLC
UNCHANGED7,1487,14800%$333.3K$337.2K+$3.9K2026-11-02
MBE Wealth Management, LLC
UNCHANGED7,0637,06300%$329.3K$333.2K+$3.8K2026-10-26
Austin Asset Management Co Inc
UNCHANGED6,7856,78500%$316.4K$320.0K+$3.7K2026-10-29
Belpointe Asset Management LLC
DECREASED6,7426,756-140%$315.0K$318.0K+$3.0K2026-11-09
M Holdings Securities, Inc.
NEW6,716—+6,716——$319.0K—2026-11-03
Indivisible Partners
NEW6,710—+6,710——$316.5K—2026-10-26
Verus Wealth Management, LLC
UNCHANGED6,6006,60000%$307.8K$311.3K+$3.6K2026-10-13
JFS Wealth Advisors, LLC
INCREASED6,2794,499+1,780+40%$209.8K$296.2K+$86.4K2026-11-03
Concord Wealth Partners
DECREASED6,1066,346-240-4%$295.9K$288.0K-$7.9K2026-11-02
Sutton Place Investors LLC
DECREASED6,0616,202-141-2%$289.2K$285.9K-$3.3K2026-10-20
Parallel Advisors, LLC
NEW5,940—+5,940——$280.2K—2026-11-03
BWM Planning, LLC
DECREASED5,8795,992-113-2%$279.4K$277.3K-$2.1K2026-11-09
Morton Capital Management LLC
DECREASED5,7247,925-2,201-28%$369.5K$270.0K-$99.5K2026-10-23
Trademark Financial Management, LLC
UNCHANGED5,6035,60300%$261.3K$264.3K+$3.0K2026-10-23
Washington Trust Advisors, Inc.
DECREASED5,4445,518-74-1%$257.3K$256.8K-$5042026-10-22
Bedel Financial Consulting, Inc.
INCREASED5,2314,769+462+10%$222.4K$246.7K+$24.4K2026-11-06
BIP Wealth, LLC
INCREASED5,1465,015+131+3%$233.9K$242.7K+$8.9K2026-10-22
Sterling Wealth Management, Inc.
DECREASED4,8664,870-40%$227.1K$229.5K+$2.4K2026-10-23
marrick wealth, LLC
DECREASED4,7877,255-2,468-34%$338.3K$225.8K-$112.5K2026-10-20
Dixon Fnancial Services, Inc.
INCREASED4,7854,743+42+1%$221.2K$225.7K+$4.6K2026-10-23
Clarity Asset Management, Inc.
DECREASED4,7474,914-167-3%$229.1K$223.9K-$5.2K2026-10-14
Gemmer Asset Management LLC
DECREASED4,7434,799-56-1%$223.8K$223.7K-$622026-10-16
Kane Co Wealth Management, Inc.
DECREASED4,6754,700-25-1%$219.2K$220.5K+$1.4K2026-11-04
Oak Wealth Advisors LLC
INCREASED4,5704,560+10+0%$212.6K$215.6K+$2.9K2026-11-09
One Degree Advisors Inc
UNCHANGED4,4234,42300%$207.0K$213.0K+$6.0K2026-11-06
Mission Financial Group, LLC
INCREASED4,3774,368+9+0%$203.7K$206.5K+$2.8K2026-10-21
Penobscot Wealth Management
INCREASED4,3774,375+2+0%$204.0K$206.5K+$2.4K2026-10-21
High Probability Advisors, LLC
INCREASED4,3344,325+9+0%$201.7K$204.5K+$2.8K2026-10-19
SageOak Financial, LLC
DECREASED4,2814,792-511-11%$223.5K$201.9K-$21.5K2026-10-19
Bank of Montreal
UNCHANGED4,1674,16700%$194.3K$196.6K+$2.3K2026-11-09
American Capital Advisory, LLC
UNCHANGED3,6563,65600%$170.5K$172.5K+$2.0K2026-10-28
Clean Yield Group
UNCHANGED3,0283,02800%$141.2K$142.8K+$1.6K2026-10-28
Allworth Financial LP
UNCHANGED3,0233,02300%$141.0K$141.0K$02026-11-06
Cardiff Park Advisors, LLC
INCREASED2,7532,132+621+29%$99.4K$129.8K+$30.4K2026-11-09
Burk Holdings LLC
INCREASED2,5742,568+6+0%$119.7K$121.4K+$1.7K2026-11-05
IFP Advisors, Inc
INCREASED2,4092,306+103+4%$107.5K$113.6K+$6.1K2026-10-16
Larson Financial Group LLC
DECREASED938999-61-6%$46.6K$44.3K-$2.3K2026-11-05
Mather Group, Llc.
INCREASED8400+840—$17$39.6K+$39.6K2026-10-14
Next Level Wealth Planning, LLC
NEW366—+366——$17.3K—2026-10-29
Elevate Wealth Advisory, Inc
UNCHANGED33733700%$15.7K$15.9K+$1822026-10-29
AlphaCore Capital LLC
UNCHANGED29829800%$13.9K$14.1K+$1612026-11-04
Pillar Financial Advisors, LLC
INCREASED230204+26+13%$9.5K$10.9K+$1.3K2026-10-21
Vermillion Wealth Management, Inc.
CLOSED024,284-24,284-100%$1.1M$0-$1.1M2026-10-26
Private Advisory Group LLC
CLOSED07,877-7,877-100%$367.3K$0-$367.3K2026-11-06
Physician Wealth Solutions Inc.
CLOSED05,800-5,800-100%$270.5K$0-$270.5K2026-10-14
LifeSteps Financial, Inc.
CLOSED03,414-3,414-100%$159.2K$0-$159.2K2026-10-15
Focus Partners Wealth
N/A—2,160,532-2,160,532-100%$100.7M———
Pathstone Holdings, LLC
N/A—1,508,057-1,508,057-100%$70.3M———
EP Wealth Advisors, LLC
N/A—734,838-734,838-100%$34.3M———
Mercer Global Advisors Inc
N/A—460,197-460,197-100%$21.5M———
Pure Financial Advisors, LLC
N/A—419,670-419,670-100%$19.6M———
Focus Partners Advisor Solutions, LLC
N/A—416,292-416,292-100%$19.4M———
Beacon Pointe Advisors, LLC
N/A—341,750-341,750-100%$15.9M———
OneDigital Investment Advisors LLC
N/A—267,228-267,228-100%$12.5M———
Betterment LLC
N/A—246,132-246,132-100%$11.5M———
Planning Center, Inc.
N/A—186,762-186,762-100%$8.7M———
Wealthspire Advisors, LLC
N/A—173,982-173,982-100%$8.1M———
Composition Wealth, LLC
N/A—158,946-158,946-100%$7.4M———
Sequoia Financial Advisors, LLC
N/A—150,199-150,199-100%$7.0M———
Brown Advisory Inc
N/A—129,060-129,060-100%$6.0M———
Wealth Management Strategies, Inc.
N/A—124,022-124,022-100%$5.8M———
Rockbridge Investment Management, LCC
N/A—114,373-114,373-100%$5.3M———
Aspen Capital Management, LLC
N/A—111,535-111,535-100%$5.2M———
Raymond James Financial Inc
N/A—96,525-96,525-100%$4.5M———
Truepoint, Inc.
N/A—75,152-75,152-100%$3.5M———
Longview Financial Advisors LLC
N/A—71,062-71,062-100%$3.3M———
Premier Financial Group
N/A—66,921-66,921-100%$3.1M———
Osaic Holdings, Inc.
N/A—66,613-66,613-100%$3.1M———
von Borstel & Associates, Inc.
N/A—53,075-53,075-100%$2.5M———
Compass Capital Corp
N/A—50,697-50,697-100%$2.5M———
Royal Bank of Canada
N/A—48,082-48,082-100%$2.2M———
Private Advisor Group, LLC
N/A—47,690-47,690-100%$2.2M———
Broadhurst Jeffrey B
N/A—47,237-47,237-100%$2.2M———
JPMorgan Chase & Co
N/A—46,143-46,143-100%$2.1M———
Strategic Investment Solutions, Inc.
N/A—45,900-45,900-100%$2.1M———
Cerity Partners LLC
N/A—45,034-45,034-100%$2.1M———
Cahill Financial Advisors Inc
N/A—44,907-44,907-100%$2.1M———
Cordant, Inc.
N/A—41,544-41,544-100%$1.9M———
NewEdge Advisors, LLC
N/A—40,048-40,048-100%$1.9M———
Mason & Associates Inc
N/A—36,097-36,097-100%$1.7M———
Morris Financial Concepts, Inc.
N/A—35,144-35,144-100%$1.6M———
Balanced Rock Investment Advisors LLC
N/A—33,229-33,229-100%$1.5M———
Stifel Financial Corp
N/A—32,776-32,776-100%$1.5M———
Bridgewater Advisors Inc.
N/A—30,161-30,161-100%$1.4M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—30,004-30,004-100%$1.4M———
WPWealth LLP
N/A—28,913-28,913-100%$1.3M———
Mars Jewett Financial Group, Inc.
N/A—28,241-28,241-100%$1.3M———
Rehmann Capital Advisory Group
N/A—28,020-28,020-100%$1.3M———
Financial Plan, Inc.
N/A—27,901-27,901-100%$1.3M———
Susquehanna International Group, LLP
N/A—26,950-26,950-100%$1.3M———
Quantinno Capital Management LP
N/A—25,489-25,489-100%$1.2M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—24,514-24,514-100%$1.1M———
Eaton-Cambridge Inc.
N/A—24,442-24,442-100%$1.1M———
Mariner, LLC
N/A—20,718-20,718-100%$966.1K———
Investment Advisory Group, LLC
N/A—20,053-20,053-100%$935.0K———
Professional Financial Solutions LLC
N/A—18,802-18,802-100%$876.8K———
Orion Capital Management LLC
N/A—18,637-18,637-100%$869.0K———
Envision Financial Planning, LLC
N/A—18,480-18,480-100%$861.7K———
E-Wealth Partners, LLC
N/A—18,239-18,239-100%$850.5K———
Bridge Generations Wealth Management LLC
N/A—17,946-17,946-100%$836.8K———
GTS Securities LLC
N/A—17,740-17,740-100%$827.2K———
MML Investors Services, LLC
N/A—16,980-16,980-100%$791.8K———
Ruedi Wealth Management, Inc.
N/A—16,816-16,816-100%$784.1K———
Laird Norton Wetherby Trust Company, LLC
N/A—16,150-16,150-100%$753.1K———
Glassman Wealth Services
N/A—15,281-15,281-100%$712.6K———
HTG Investment Advisors, Inc.
N/A—15,240-15,240-100%$710.6K———
Pine Harbor Wealth Management, LLC
N/A—14,995-14,995-100%$699.2K———
Envestnet Asset Management Inc
N/A—14,623-14,623-100%$681.9K———
NewEdge Wealth, LLC
N/A—14,505-14,505-100%$676.4K———
Fiduciary Financial Advisors
N/A—14,297-14,297-100%$666.6K———
Rockefeller Capital Management L.P.
N/A—13,020-13,020-100%$607.1K———
Stratos Investment Management, LLC
N/A—12,823-12,823-100%$598.0K———
Bluespring Wealth Management, LLC
N/A—11,386-11,386-100%$530.9K———
Passive Capital Management, Llc.
N/A—10,800-10,800-100%$469.0K———
Garrison Point Advisors, LLC
N/A—9,364-9,364-100%$436.6K———
Trailhead Planners LLC
N/A—9,285-9,285-100%$433.0K———
Geometric Wealth Advisors
N/A—8,792-8,792-100%$410.0K———
Cetera Investment Advisers
N/A—6,906-6,906-100%$322.0K———
FMB Wealth Management
N/A—6,710-6,710-100%$312.9K———
Vickerman Investment Advisors, Inc.
N/A—6,454-6,454-100%$301.0K———
PW Advisors, LLC \ FL
N/A—6,013-6,013-100%$280.4K———
Sanchez Levi Garrett
N/A—5,940-5,940-100%$277.0K———
Integrity Wealth Solutions LLC
N/A—5,666-5,666-100%$264.2K———
Kilner Capital Advisors, LLC
N/A—5,576-5,576-100%$263.4K———
Curio Wealth, LLC
N/A—5,392-5,392-100%$251.4K———
AQR Capital Management LLC
N/A—5,221-5,221-100%$243.5K———
Citadel Advisors LLC
N/A—4,882-4,882-100%$227.6K———
LRI Investments, LLC
N/A—3,514-3,514-100%$163.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,353-3,353-100%$156.5K———
Bellevue Asset Management, LLC
N/A—3,322-3,322-100%$154.9K———
Morgan Stanley
N/A—2,901-2,901-100%$135.3K———
Raffa Wealth Management, LLC
N/A—2,821-2,821-100%$131.5K———
Timmons Wealth Management, LLC
N/A—2,093-2,093-100%$97.6K———
Global Retirement Partners, LLC
N/A—1,868-1,868-100%$87.1K———
Medallion Wealth Advisors, LLC
N/A—1,761-1,761-100%$82.1K———
Dunhill Financial, LLC
N/A—1,726-1,726-100%$80.9K———
C M Bidwell & Associates LTD
N/A—1,500-1,500-100%$69.9K———
Pinney & Scofield, Inc.
N/A—1,299-1,299-100%$60.6K———
Rialto Wealth Management, LLC
N/A—1,082-1,082-100%$50.5K———
Nalls Sherbakoff Group, LLC
N/A—925-925-100%$43.1K———
Seneschal Advisors, LLC
N/A—740-740-100%$34.5K———
Qube Research & Technologies Ltd
N/A—632-632-100%$29.5K———
UBS Group AG
N/A—538-538-100%$25.1K———
Northwestern Mutual Wealth Management Co
N/A—388-388-100%$18.1K———
Smartleaf Asset Management LLC
N/A—300-300-100%$13.9K———
Showing 287 of 287 institutions