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Dimensional Emrg Mrkt VAL (DFEV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Asset Dedication, LLC
INCREASED
Shares2,494,496 from 2,469,715
Change+24,781 (+1%)
Value$105.8M (+$391.1K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares2,068,955 from 1,058,000
Change+1,010,955 (+96%)
Value$87.7M (+$43.8M)
Filed 2026-11-06
Ritholtz Wealth Management
INCREASED
Shares1,470,892 from 1,460,337
Change+10,555 (+1%)
Value$62.4M (+$57.5K)
Filed 2026-11-05
Root Financial Partners, LLC
INCREASED
Shares1,464,631 from 1,268,143
Change+196,488 (+15%)
Value$62.1M (+$8.0M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares1,458,447 from 1,259,797
Change+198,650 (+16%)
Value$61.8M (+$8.1M)
Filed 2026-10-29
FMR LLC
INCREASED
Shares1,190,028 from 701,652
Change+488,376 (+70%)
Value$50.5M (+$20.5M)
Filed 2026-11-10
HighTower Advisors, LLC
INCREASED
Shares1,005,550 from 978,026
Change+27,524 (+3%)
Value$42.6M (+$905.8K)
Filed 2026-11-10
B&D White Capital Company, LLC
INCREASED
Shares812,678 from 807,853
Change+4,825 (+1%)
Value$34.5M (-$11.2K)
Filed 2026-11-02
Sensible Money, LLC
INCREASED
Shares778,155 from 748,053
Change+30,102 (+4%)
Value$33.0M (+$1.1M)
Filed 2026-10-20
True Wealth Design, LLC
DECREASED
Shares694,070 from 694,242
Change-172 (0%)
Value$29.4M (-$192.7K)
Filed 2026-10-13
Marquette Asset Management, LLC
DECREASED
Shares670,713 from 673,678
Change-2,965 (0%)
Value$28.4M (-$305.7K)
Filed 2026-10-09
Family Investment Center, Inc.
INCREASED
Shares618,208 from 604,094
Change+14,114 (+2%)
Value$26.2M (+$437.1K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares583,200 from 579,631
Change+3,569 (+1%)
Value$24.7M (-$3.5K)
Filed 2026-10-23
NorthAvenue LLC
INCREASED
Shares541,622 from 538,310
Change+3,312 (+1%)
Value$23.0M (-$3.4K)
Filed 2026-10-29
Index Fund Advisors, Inc.
INCREASED
Shares519,844 from 501,178
Change+18,666 (+4%)
Value$22.0M (+$657.6K)
Filed 2026-11-05
Cambridge Financial Group, LLC
UNCHANGED
Shares505,917 from 505,917
Change0 (0%)
Value$21.6M ($0)
Filed 2026-10-06
Strata Wealth Advisors, LLC
INCREASED
Shares466,305 from 455,010
Change+11,295 (+2%)
Value$19.8M (+$357.4K)
Filed 2026-10-16
Eagle Wealth Strategies LLC
DECREASED
Shares464,151 from 483,697
Change-19,546 (-4%)
Value$19.7M (-$958.0K)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares332,966 from 339,406
Change-6,440 (-2%)
Value$14.1M (-$363.7K)
Filed 2026-10-09
Guardian Wealth Management, LLC
DECREASED
Shares310,078 from 322,338
Change-12,260 (-4%)
Value$13.1M (-$605.9K)
Filed 2026-10-14
Financial Architects, LLC
DECREASED
Shares262,320 from 264,150
Change-1,830 (-1%)
Value$11.1M (-$148.1K)
Filed 2026-10-13
Blume Capital Management, Inc.
DECREASED
Shares258,297 from 261,152
Change-2,855 (-1%)
Value$11.0M (-$190.8K)
Filed 2026-10-26
Freedom Investment Management, Inc.
INCREASED
Shares235,671 from 227,828
Change+7,843 (+3%)
Value$10.0M (+$271.7K)
Filed 2026-11-09
SAX Wealth Advisors, LLC
INCREASED
Shares219,411 from 176,662
Change+42,749 (+24%)
Value$9.3M (+$3.0M)
Filed 2026-10-13
Vestia Personal Wealth Advisors
DECREASED
Shares213,148 from 367,532
Change-154,384 (-42%)
Value$9.0M (+$1.3M)
Filed 2026-10-20
Mills Wealth Advisors LLC
INCREASED
Shares211,575 from 195,432
Change+16,143 (+8%)
Value$9.0M (+$632.3K)
Filed 2026-10-22
Tortoise Investment Management, LLC
INCREASED
Shares201,455 from 199,815
Change+1,640 (+1%)
Value$8.5M (+$16.2K)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares199,877 from 190,445
Change+9,432 (+5%)
Value$8.6M (+$736.8K)
Filed 2026-10-08
DiNuzzo Private Wealth, Inc.
INCREASED
Shares193,811 from 192,576
Change+1,235 (+1%)
Value$8.2M (+$906)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares191,512 from 137,162
Change+54,350 (+40%)
Value$8.1M (+$2.3M)
Filed 2026-10-30
Sterling Financial Planning, Inc.
INCREASED
Shares174,796 from 173,234
Change+1,562 (+1%)
Value$7.4M (+$19.9K)
Filed 2026-10-28
United Asset Strategies, Inc.
INCREASED
Shares167,862 from 108,298
Change+59,564 (+55%)
Value$7.1M (+$2.5M)
Filed 2026-10-28
Laurel Wealth Planning LLC
NEW
Shares165,338
Change+165,338
Value$7.0M
Filed 2026-11-02
Integrity Advisory Solutions, LLC
INCREASED
Shares163,988 from 142,291
Change+21,697 (+15%)
Value$7.0M (+$881.9K)
Filed 2026-10-29
United Wealth Management, LLC
INCREASED
Shares162,278 from 161,153
Change+1,125 (+1%)
Value$6.9M (+$4.6K)
Filed 2026-10-30
Breakwater Capital Group
INCREASED
Shares159,781 from 149,813
Change+9,968 (+7%)
Value$6.8M (+$382.7K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares148,957 from 131,189
Change+17,768 (+14%)
Value$6.3M (+$718.3K)
Filed 2026-10-08
Timonier Family Office, Ltd.
DECREASED
Shares148,466 from 148,895
Change-429 (0%)
Value$6.3M (-$57.9K)
Filed 2026-11-03
Versant Capital Management, Inc
INCREASED
Shares147,842 from 138,902
Change+8,940 (+6%)
Value$6.3M (+$341.9K)
Filed 2026-10-02
Creative Planning
INCREASED
Shares146,107 from 143,196
Change+2,911 (+2%)
Value$6.2M (+$85.2K)
Filed 2026-11-02
Maryland Capital Advisors Inc.
INCREASED
Shares125,584 from 125,110
Change+474 (+0%)
Value$5.3M (-$13.3K)
Filed 2026-10-15
Parkshore Wealth Management, Inc.
INCREASED
Shares118,574 from 60,796
Change+57,778 (+95%)
Value$5.0M (+$2.4M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares117,769 from 67,229
Change+50,540 (+75%)
Value$5.0M (+$2.1M)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares114,086 from 127,114
Change-13,028 (-10%)
Value$4.8M (-$586.3K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares104,719 from 99,932
Change+4,787 (+5%)
Value$4.2M (+$138.5K)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares104,563 from 102,048
Change+2,515 (+2%)
Value$4.4M (+$79.4K)
Filed 2026-10-29
Foundry Financial LLC
INCREASED
Shares100,211 from 83,616
Change+16,595 (+20%)
Value$4.2M (+$681.3K)
Filed 2026-10-16
White Wing Wealth Management
INCREASED
Shares99,898 from 98,866
Change+1,032 (+1%)
Value$4.2M (+$17.4K)
Filed 2026-11-09
Porter White Investment Advisors, Inc.
INCREASED
Shares99,782 from 33,979
Change+65,803 (+194%)
Value$4.2M (+$2.8M)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares98,939 from 15,926
Change+83,013 (+521%)
Value$4.2M (+$3.5M)
Filed 2026-10-14
Wealth Advisors Northwest LLC
INCREASED
Shares96,621 from 95,185
Change+1,436 (+2%)
Value$4.1M (+$35.5K)
Filed 2026-10-29
Golden Bell Financial Planning LLC
INCREASED
Shares95,335 from 86,555
Change+8,780 (+10%)
Value$4.0M (+$349.2K)
Filed 2026-11-02
Astra Wealth Partners LLC
INCREASED
Shares89,251 from 86,449
Change+2,802 (+3%)
Value$3.8M (+$95.7K)
Filed 2026-11-06
Verum Partners LLC
INCREASED
Shares89,100 from 88,972
Change+128 (+0%)
Value$3.8M (-$18.3K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
NEW
Shares87,469
Change+87,469
Value$3.7M
Filed 2026-10-08
LAM Group, Inc.
DECREASED
Shares81,225 from 82,260
Change-1,035 (-1%)
Value$3.4M (-$65.9K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares79,012 from 38,693
Change+40,319 (+104%)
Value$3.4M (+$1.7M)
Filed 2026-11-06
Glass Jacobson Investment Advisors llc
DECREASED
Shares78,588 from 83,399
Change-4,811 (-6%)
Value$3.3M (-$226.3K)
Filed 2026-10-26
Schwarz Dygos Wheeler Investment Advisors LLC
INCREASED
Shares75,679 from 72,816
Change+2,863 (+4%)
Value$3.2M (+$102.0K)
Filed 2026-11-10
Cardiff Park Advisors, LLC
INCREASED
Shares73,007 from 51,814
Change+21,193 (+41%)
Value$3.1M (+$884.7K)
Filed 2026-11-09
Squire Investment Management Company, LLC
INCREASED
Shares71,536 from 52,422
Change+19,114 (+36%)
Value$3.0M (+$796.4K)
Filed 2026-11-03
ARK & TLK Investments, LLC
INCREASED
Shares71,350 from 59,470
Change+11,880 (+20%)
Value$3.0M (+$487.8K)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares57,897 from 56,567
Change+1,330 (+2%)
Value$2.5M (+$41.3K)
Filed 2026-10-19
McGrath & Associates, Inc.
DECREASED
Shares55,611 from 56,926
Change-1,315 (-2%)
Value$2.4M (-$71.0K)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares53,156 from 45,942
Change+7,214 (+16%)
Value$2.3M (+$294.0K)
Filed 2026-10-26
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares52,755 from 42,639
Change+10,116 (+24%)
Value$2.2M (+$417.5K)
Filed 2026-10-14
CSP Financial Group, LLC
INCREASED
Shares52,694 from 48,924
Change+3,770 (+8%)
Value$2.2M (+$146.8K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares50,489 from 50,534
Change-45 (0%)
Value$2.1M (-$15.5K)
Filed 2026-10-30
Tennessee Valley Asset Management Partners
INCREASED
Shares49,363 from 49,033
Change+330 (+1%)
Value$2.1M (+$909)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares47,966 from 45,375
Change+2,591 (+6%)
Value$2.0M (+$97.7K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares45,951 from 40,544
Change+5,407 (+13%)
Value$1.9M (+$218.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares43,417 from 42,693
Change+724 (+2%)
Value$1.8M (+$19.0K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares42,494 from 38,492
Change+4,002 (+10%)
Value$1.8M (+$159.4K)
Filed 2026-11-06
Perigon Wealth Management, LLC
DECREASED
Shares42,369 from 43,169
Change-800 (-2%)
Value$1.8M (-$45.5K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
INCREASED
Shares39,695 from 37,040
Change+2,655 (+7%)
Value$1.7M (+$102.6K)
Filed 2026-10-19
Geneos Wealth Management Inc.
INCREASED
Shares39,544 from 39,130
Change+414 (+1%)
Value$1.7M (+$7.0K)
Filed 2026-11-09
Matisse Capital
DECREASED
Shares38,000 from 39,760
Change-1,760 (-4%)
Value$1.6M (-$85.2K)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares37,192 from 33,381
Change+3,811 (+11%)
Value$1.6M (+$152.7K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares36,149 from 13,640
Change+22,509 (+165%)
Value$1.5M (+$951.2K)
Filed 2026-10-13
Three Arch Wealth Management LLC
DECREASED
Shares35,680 from 36,189
Change-509 (-1%)
Value$1.5M (-$31.2K)
Filed 2026-10-20
Monograph Wealth Advisors, LLC
UNCHANGED
Shares34,685 from 34,685
Change0 (0%)
Value$1.5M (-$9.3K)
Filed 2026-11-09
Clark Asset Management, LLC
UNCHANGED
Shares33,803 from 33,803
Change0 (0%)
Value$1.4M (-$9.0K)
Filed 2026-10-19
EnRich Financial Partners LLC
DECREASED
Shares32,306 from 32,776
Change-470 (-1%)
Value$1.4M (-$28.7K)
Filed 2026-10-21
Kane Co Wealth Management, Inc.
DECREASED
Shares31,469 from 31,497
Change-28 (0%)
Value$1.3M (-$9.6K)
Filed 2026-11-04
Bank of Montreal
INCREASED
Shares30,271 from 29,921
Change+350 (+1%)
Value$1.3M (+$6.8K)
Filed 2026-11-09
BOS Asset Management, LLC
INCREASED
Shares29,376 from 23,401
Change+5,975 (+26%)
Value$1.2M (+$247.1K)
Filed 2026-10-09
Oceanside Advisors LLC
INCREASED
Shares29,302 from 29,217
Change+85 (+0%)
Value$1.2M (-$4.2K)
Filed 2026-11-03
E6 Portfolios, LLC
INCREASED
Shares29,278 from 23,452
Change+5,826 (+25%)
Value$1.2M (+$240.7K)
Filed 2026-10-26
Forum Financial Management, LP
DECREASED
Shares28,715 from 28,812
Change-97 (0%)
Value$1.2M (-$11.8K)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares28,686 from 26,948
Change+1,738 (+6%)
Value$1.2M (+$66.5K)
Filed 2026-10-19
Mattern Capital Management, LLC
INCREASED
Shares27,195 from 22,817
Change+4,378 (+19%)
Value$1.2M (+$179.5K)
Filed 2026-11-02
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares25,426 from 5,769
Change+19,657 (+341%)
Value$1.1M (+$831.9K)
Filed 2026-10-14
Altiora Financial Group, LLC
UNCHANGED
Shares22,676 from 22,676
Change0 (0%)
Value$961.5K (-$6.1K)
Filed 2026-11-04
Nuveen, LLC
INCREASED
Shares21,697 from 9,482
Change+12,215 (+129%)
Value$925.4K (+$520.8K)
Filed 2026-11-10
Alpha Advisors, LLC
INCREASED
Shares21,437 from 20,780
Change+657 (+3%)
Value$909.0K (+$22.4K)
Filed 2026-10-19
Gibson Capital, LLC
DECREASED
Shares21,324 from 21,481
Change-157 (-1%)
Value$904.1K (-$12.4K)
Filed 2026-10-23
Tranquility Partners, LLC
INCREASED
Shares21,144 from 16,651
Change+4,493 (+27%)
Value$896.5K (+$186.1K)
Filed 2026-10-20
International Private Wealth Advisors LLC
INCREASED
Shares20,506 from 20,120
Change+386 (+2%)
Value$869.5K (+$11.0K)
Filed 2026-11-05
Good Harbor Advisors, Inc.
DECREASED
Shares20,179 from 20,865
Change-686 (-3%)
Value$855.6K (-$34.7K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
DECREASED
Shares19,929 from 20,046
Change-117 (-1%)
Value$845.0K (-$10.3K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares19,058 from 78,500
Change-59,442 (-76%)
Value$808.1K (-$2.5M)
Filed 2026-10-22
Wealth Management Nebraska
INCREASED
Shares18,071 from 17,561
Change+510 (+3%)
Value$766.2K (+$16.9K)
Filed 2026-10-26
Unison Advisors LLC
INCREASED
Shares18,005 from 17,843
Change+162 (+1%)
Value$763.4K (+$2.1K)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares17,854 from 17,787
Change+67 (+0%)
Value$757.0K (-$1.9K)
Filed 2026-10-15
Family CFO Inc
UNCHANGED
Shares17,336 from 17,336
Change0 (0%)
Value$735.0K (-$4.6K)
Filed 2026-10-30
Pettinga Financial Advisors LLC
DECREASED
Shares17,250 from 26,600
Change-9,350 (-35%)
Value$731.4K (-$403.5K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares16,889 from 16,858
Change+31 (+0%)
Value$716.1K (-$3.2K)
Filed 2026-11-04
Two West Capital Advisors LLC
INCREASED
Shares16,629 from 16,387
Change+242 (+1%)
Value$709.2K (+$57.9K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
INCREASED
Shares15,941 from 11,873
Change+4,068 (+34%)
Value$675.9K (+$169.3K)
Filed 2026-10-13
Factor Wealth Management LTD
DECREASED
Shares15,494 from 16,044
Change-550 (-3%)
Value$656.9K (-$27.6K)
Filed 2026-10-08
Bdfs Capital LLC
INCREASED
Shares14,817 from 13,144
Change+1,673 (+13%)
Value$628.2K (+$67.4K)
Filed 2026-10-14
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares13,697 from 13,697
Change0 (0%)
Value$580.8K (-$3.7K)
Filed 2026-11-02
Pacific Asset Management, LLC
INCREASED
Shares13,025 from 12,897
Change+128 (+1%)
Value$552.3K (+$2.0K)
Filed 2026-10-15
Triad Wealth Partners, LLC
DECREASED
Shares12,822 from 13,057
Change-235 (-2%)
Value$543.6K (+$19.0K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares12,748 from 11,754
Change+994 (+8%)
Value$540.5K (+$39.0K)
Filed 2026-10-28
Outbound Financial Inc
DECREASED
Shares12,730 from 14,090
Change-1,360 (-10%)
Value$539.7K (-$61.4K)
Filed 2026-10-13
Drive Wealth Management, LLC
DECREASED
Shares12,683 from 12,814
Change-131 (-1%)
Value$537.7K (-$9.0K)
Filed 2026-11-09
First Financial Group Corp
DECREASED
Shares12,612 from 12,970
Change-358 (-3%)
Value$534.8K (-$18.6K)
Filed 2026-10-22
Opus Financial Solutions LLC
DECREASED
Shares12,448 from 15,367
Change-2,919 (-19%)
Value$527.8K (-$127.9K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares11,433 from 10,777
Change+656 (+6%)
Value$484.8K (+$24.9K)
Filed 2026-10-23
Firethorn Wealth Partners, LLC
INCREASED
Shares11,299 from 11,222
Change+77 (+1%)
Value$479.1K (+$252)
Filed 2026-10-14
Capital Wealth Management, LLC
NEW
Shares10,878
Change+10,878
Value$461.2K
Filed 2026-10-27
Approach Retirement Advisors, LLC
DECREASED
Shares10,743 from 11,109
Change-366 (-3%)
Value$455.5K (-$18.5K)
Filed 2026-10-22
Great Valley Advisor Group, Inc.
INCREASED
Shares10,581 from 8,370
Change+2,211 (+26%)
Value$448.3K (+$90.7K)
Filed 2026-11-09
Global Financial Private Client, LLC
INCREASED
Shares10,458 from 8,386
Change+2,072 (+25%)
Value$443.4K (+$85.6K)
Filed 2026-10-15
Canvas Wealth Advisors, LLC
DECREASED
Shares10,269 from 10,650
Change-381 (-4%)
Value$416.3K (-$38.1K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares10,155 from 10,220
Change-65 (-1%)
Value$430.6K (-$5.5K)
Filed 2026-11-06
Foundation Wealth Management, Llc\pa
INCREASED
Shares10,125 from 10,101
Change+24 (+0%)
Value$429.3K (-$1.7K)
Filed 2026-10-14
BIP Wealth, LLC
INCREASED
Shares9,862 from 5,310
Change+4,552 (+86%)
Value$418.1K (+$191.6K)
Filed 2026-10-22
Rockwood Wealth Management, LLC
UNCHANGED
Shares9,818 from 9,818
Change0 (0%)
Value$416.3K (-$2.6K)
Filed 2026-10-27
Sutton Place Investors LLC
INCREASED
Shares9,698 from 9,695
Change+3 (+0%)
Value$411.2K (-$2.5K)
Filed 2026-10-20
McMill Wealth Management
NEW
Shares9,303
Change+9,303
Value$394.4K
Filed 2026-11-05
PNC Financial Services Group, Inc.
NEW
Shares9,084
Change+9,084
Value$385.2K
Filed 2026-11-06
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares9,070 from 9,070
Change0 (0%)
Value$384.6K (-$2.4K)
Filed 2026-10-30
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares8,661 from 8,661
Change0 (0%)
Value$367.2K (-$2.3K)
Filed 2026-10-26
Cypress Financial Planning LLC
DECREASED
Shares8,523 from 8,850
Change-327 (-4%)
Value$361.4K (-$16.2K)
Filed 2026-10-09
Diversified Portfolios, Inc.
NEW
Shares8,452
Change+8,452
Value$358.4K
Filed 2026-11-04
Crescent Grove Advisors, LLC
NEW
Shares8,118
Change+8,118
Value$344.2K
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares8,069 from 8,069
Change0 (0%)
Value$342.1K (-$2.2K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares7,944
Change+7,944
Value$336.8K
Filed 2026-10-16
TBH Global Asset Management, LLC
DECREASED
Shares7,890 from 12,210
Change-4,320 (-35%)
Value$334.5K (-$186.4K)
Filed 2026-11-03
Willow Creek Wealth Management Inc.
INCREASED
Shares7,808 from 5,325
Change+2,483 (+47%)
Value$331.1K (+$103.9K)
Filed 2026-10-26
RCS Financial Planning, LLC
DECREASED
Shares7,358 from 8,691
Change-1,333 (-15%)
Value$312.0K (-$58.8K)
Filed 2026-10-14
Nwam LLC
INCREASED
Shares7,228 from 6,903
Change+325 (+5%)
Value$306.5K (+$12.0K)
Filed 2026-11-09
RAM Investment Partners, LLC
INCREASED
Shares6,958 from 5,573
Change+1,385 (+25%)
Value$295.0K (+$57.2K)
Filed 2026-10-21
Gemmer Asset Management LLC
INCREASED
Shares6,887 from 6,822
Change+65 (+1%)
Value$292.0K (+$957)
Filed 2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares6,784 from 6,784
Change0 (0%)
Value$276.8K (+$136)
Filed 2026-10-21
Prospera Financial Services Inc
NEW
Shares6,485
Change+6,485
Value$257.6K
Filed 2026-11-04
Financial Harvest, LLC
DECREASED
Shares6,285 from 6,644
Change-359 (-5%)
Value$266.5K (-$17.0K)
Filed 2026-10-15
Modera Wealth Management, LLC
DECREASED
Shares6,052 from 6,222
Change-170 (-3%)
Value$256.6K (-$8.8K)
Filed 2026-10-28
Montag A & Associates Inc
DECREASED
Shares6,035 from 7,280
Change-1,245 (-17%)
Value$255.9K (-$54.7K)
Filed 2026-10-29
AlTi Global, Inc.
NEW
Shares6,000
Change+6,000
Value$254.4K
Filed 2026-11-09
Vestor Capital, LLC
INCREASED
Shares5,702 from 1,017
Change+4,685 (+461%)
Value$210 (-$741)
Filed 2026-11-04
Granville Capital, Inc.
NEW
Shares5,622
Change+5,622
Value$238.4K
Filed 2026-11-05
Freedom Day Solutions, LLC
NEW
Shares5,547
Change+5,547
Value$235.2K
Filed 2026-10-20
Shearwater Capital LLC
UNCHANGED
Shares5,314 from 5,314
Change0 (0%)
Value$225.3K (-$1.4K)
Filed 2026-10-13
Fortis Capital Advisors, LLC
NEW
Shares5,276
Change+5,276
Value$223.7K
Filed 2026-11-09
Belpointe Asset Management LLC
NEW
Shares5,276
Change+5,276
Value$223.7K
Filed 2026-11-09
Vista Capital Partners, Inc.
INCREASED
Shares5,136 from 5,085
Change+51 (+1%)
Value$217.8K (+$783)
Filed 2026-11-06
Lazari Capital Management, Inc.
UNCHANGED
Shares4,974 from 4,974
Change0 (0%)
Value$210.9K (-$1.3K)
Filed 2026-10-20
Vilga Financial Planning LLC
UNCHANGED
Shares4,874 from 4,874
Change0 (0%)
Value$206.7K (-$1.3K)
Filed 2026-10-09
Del-Sette Capital Management, LLC
UNCHANGED
Shares4,843 from 4,843
Change0 (0%)
Value$205.2K (-$1.3K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
DECREASED
Shares4,794 from 5,099
Change-305 (-6%)
Value$203.3K (-$14.3K)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares4,538 from 5,382
Change-844 (-16%)
Value$192.4K (-$37.2K)
Filed 2026-10-19
Elevate Wealth Advisory, Inc
INCREASED
Shares3,644 from 3,618
Change+26 (+1%)
Value$154.5K (+$136)
Filed 2026-10-29
Ares Financial Consulting, LLC
DECREASED
Shares3,480 from 4,515
Change-1,035 (-23%)
Value$147.6K (-$45.1K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares3,460
Change+3,460
Value$146.9K
Filed 2026-11-03
RHL Group, LLC
INCREASED
Shares3,242 from 1,464
Change+1,778 (+121%)
Value$137.5K (+$74.5K)
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
INCREASED
Shares2,924 from 2,915
Change+9 (+0%)
Value$124.0K (-$372)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares2,690
Change+2,690
Value$114.1K
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares2,277 from 1,453
Change+824 (+57%)
Value$96.5K (+$34.6K)
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares1,996 from 1,844
Change+152 (+8%)
Value$84.6K (+$8.0K)
Filed 2026-10-27
Smithfield Trust Co
UNCHANGED
Shares1,996 from 1,996
Change0 (0%)
Value$84.0K (-$1.0K)
Filed 2026-11-09
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$69.2K (-$436)
Filed 2026-10-20
Bessemer Group Inc
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$53.0K (-$1.0K)
Filed 2026-11-09
Bullock Wealth Management Group
INCREASED
Shares1,244 from 555
Change+689 (+124%)
Value$52.7K (+$29.7K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$45.0K (-$284)
Filed 2026-11-03
Angeles Wealth Management, LLC
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$39.6K (-$249)
Filed 2026-10-26
Motco
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$25.6K (-$161)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$19.3K (-$121)
Filed 2026-10-15
Your Advocates Ltd., LLP
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$18.1K (-$115)
Filed 2026-11-03
GoalVest Advisory LLC
INCREASED
Shares411 from 378
Change+33 (+9%)
Value$17.4K (+$1.3K)
Filed 2026-10-02
Balance Wealth Partners LLC
NEW
Shares377
Change+377
Value$16.0K
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares349 from 346
Change+3 (+1%)
Value$14.8K (+$22)
Filed 2026-11-02
Register Financial Advisors LLC
DECREASED
Shares250 from 674
Change-424 (-63%)
Value$10.6K (-$18.2K)
Filed 2026-10-23
Clearstead Advisors, LLC
NEW
Shares220
Change+220
Value$9.4K
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares216 from 188
Change+28 (+15%)
Value$9.2K (+$1.1K)
Filed 2026-10-21
1620 Investment Advisors, Inc.
DECREASED
Shares190 from 265
Change-75 (-28%)
Value$8.1K (-$3.3K)
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares184 from 182
Change+2 (+1%)
Value$7.8K (+$28)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$7.5K (-$47)
Filed 2026-10-16
Archer Investment Corp
INCREASED
Shares140 from 139
Change+1 (+1%)
Value$5.9K (+$21)
Filed 2026-11-05
CX Institutional
DECREASED
Shares132 from 2,314
Change-2,182 (-94%)
Value$6 (-$93)
Filed 2026-10-02
Coston, McIsaac & Partners
INCREASED
Shares113 from 112
Change+1 (+1%)
Value$4.8K (+$4.8K)
Filed 2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$4.5K (-$29)
Filed 2026-10-05
Tounjian Advisory Partners, LLC
INCREASED
Shares105 from 103
Change+2 (+2%)
Value$4.4K (+$15)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$4.2K (-$27)
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$4.0K (-$25)
Filed 2026-10-08
Russell Investments Group, Ltd.
DECREASED
Shares37 from 134
Change-97 (-72%)
Value$1.6K (-$4.1K)
Filed 2026-11-06
Lanark Financial, Inc.
NEW
Shares12
Change+12
Value$509
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$339 (-$2)
Filed 2026-11-02
Compass Financial Management LLC
NEW
Shares6
Change+6
Value$254
Filed 2026-10-30
XY Planning Network, Inc.
CLOSED
Shares0 from 7,924
Change-7,924 (-100%)
Value$0 (-$338.1K)
Filed 2026-10-14
Venture Visionary Partners LLC
CLOSED
Shares0 from 5,282
Change-5,282 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-07
IFG Advisory, LLC
CLOSED
Shares0 from 1,054
Change-1,054 (-100%)
Value$0 (-$45.0K)
Filed 2026-11-09
US Bancorp \de\
CLOSED
Shares0 from 748
Change-748 (-100%)
Value$0 (-$31.9K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-28
Jones Financial Companies Lllp
N/A
Shares— from 2,878,443
Change-2,878,443 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,025,227
Change-1,025,227 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 751,387
Change-751,387 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 590,477
Change-590,477 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 467,149
Change-467,149 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 411,618
Change-411,618 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 370,885
Change-370,885 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 347,527
Change-347,527 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 341,314
Change-341,314 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 310,644
Change-310,644 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 275,843
Change-275,843 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 274,653
Change-274,653 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 273,436
Change-273,436 (-100%)
Value—
Betterment LLC
N/A
Shares— from 236,809
Change-236,809 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 234,966
Change-234,966 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 229,792
Change-229,792 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 228,087
Change-228,087 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 223,617
Change-223,617 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 208,986
Change-208,986 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 187,074
Change-187,074 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 178,657
Change-178,657 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 176,860
Change-176,860 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 175,090
Change-175,090 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 152,178
Change-152,178 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 145,847
Change-145,847 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 124,971
Change-124,971 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 119,413
Change-119,413 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 119,393
Change-119,393 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 116,550
Change-116,550 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 114,988
Change-114,988 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 111,781
Change-111,781 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 98,525
Change-98,525 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 92,673
Change-92,673 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 89,928
Change-89,928 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 72,963
Change-72,963 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 69,495
Change-69,495 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 67,231
Change-67,231 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 64,445
Change-64,445 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 61,518
Change-61,518 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 60,790
Change-60,790 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 58,295
Change-58,295 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 52,921
Change-52,921 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 52,549
Change-52,549 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 52,533
Change-52,533 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 50,509
Change-50,509 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 47,074
Change-47,074 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 47,025
Change-47,025 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 46,990
Change-46,990 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 45,977
Change-45,977 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 37,363
Change-37,363 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31,962
Change-31,962 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 30,900
Change-30,900 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,799
Change-26,799 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 22,011
Change-22,011 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 21,719
Change-21,719 (-100%)
Value—
UBS Group AG
N/A
Shares— from 20,597
Change-20,597 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 20,290
Change-20,290 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 17,850
Change-17,850 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 16,829
Change-16,829 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,253
Change-14,253 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,033
Change-14,033 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 13,635
Change-13,635 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 12,801
Change-12,801 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 12,232
Change-12,232 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 12,037
Change-12,037 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,021
Change-12,021 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,603
Change-11,603 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 11,085
Change-11,085 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,834
Change-10,834 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,819
Change-10,819 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,099
Change-9,099 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,777
Change-8,777 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 8,545
Change-8,545 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 8,355
Change-8,355 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,599
Change-7,599 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 7,041
Change-7,041 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,719
Change-6,719 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 862
Change-862 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 537
Change-537 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 509
Change-509 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 112
Change-112 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
Asset Dedication, LLC
INCREASED2,494,4962,469,715+24,781+1%$105.4M$105.8M+$391.1K2026-11-03
Savant Capital, LLC
INCREASED2,068,9551,058,000+1,010,955+96%$43.9M$87.7M+$43.8M2026-11-06
Ritholtz Wealth Management
INCREASED1,470,8921,460,337+10,555+1%$62.3M$62.4M+$57.5K2026-11-05
Root Financial Partners, LLC
INCREASED1,464,6311,268,143+196,488+15%$54.1M$62.1M+$8.0M2026-10-21
Vise Technologies, Inc.
INCREASED1,458,4471,259,797+198,650+16%$53.8M$61.8M+$8.1M2026-10-29
FMR LLC
INCREASED1,190,028701,652+488,376+70%$29.9M$50.5M+$20.5M2026-11-10
HighTower Advisors, LLC
INCREASED1,005,550978,026+27,524+3%$41.7M$42.6M+$905.8K2026-11-10
B&D White Capital Company, LLC
INCREASED812,678807,853+4,825+1%$34.5M$34.5M-$11.2K2026-11-02
Sensible Money, LLC
INCREASED778,155748,053+30,102+4%$31.9M$33.0M+$1.1M2026-10-20
True Wealth Design, LLC
DECREASED694,070694,242-1720%$29.6M$29.4M-$192.7K2026-10-13
Marquette Asset Management, LLC
DECREASED670,713673,678-2,9650%$28.7M$28.4M-$305.7K2026-10-09
Family Investment Center, Inc.
INCREASED618,208604,094+14,114+2%$25.8M$26.2M+$437.1K2026-10-19
Evanson Financial, LLC
INCREASED583,200579,631+3,569+1%$24.7M$24.7M-$3.5K2026-10-23
NorthAvenue LLC
INCREASED541,622538,310+3,312+1%$23.0M$23.0M-$3.4K2026-10-29
Index Fund Advisors, Inc.
INCREASED519,844501,178+18,666+4%$21.4M$22.0M+$657.6K2026-11-05
Cambridge Financial Group, LLC
UNCHANGED505,917505,91700%$21.6M$21.6M$02026-10-06
Strata Wealth Advisors, LLC
INCREASED466,305455,010+11,295+2%$19.4M$19.8M+$357.4K2026-10-16
Eagle Wealth Strategies LLC
DECREASED464,151483,697-19,546-4%$20.6M$19.7M-$958.0K2026-10-20
Graves Light Lenhart Wealth, Inc.
DECREASED332,966339,406-6,440-2%$14.5M$14.1M-$363.7K2026-10-09
Guardian Wealth Management, LLC
DECREASED310,078322,338-12,260-4%$13.8M$13.1M-$605.9K2026-10-14
Financial Architects, LLC
DECREASED262,320264,150-1,830-1%$11.3M$11.1M-$148.1K2026-10-13
Blume Capital Management, Inc.
DECREASED258,297261,152-2,855-1%$11.1M$11.0M-$190.8K2026-10-26
Freedom Investment Management, Inc.
INCREASED235,671227,828+7,843+3%$9.7M$10.0M+$271.7K2026-11-09
SAX Wealth Advisors, LLC
INCREASED219,411176,662+42,749+24%$6.3M$9.3M+$3.0M2026-10-13
Vestia Personal Wealth Advisors
DECREASED213,148367,532-154,384-42%$7.7M$9.0M+$1.3M2026-10-20
Mills Wealth Advisors LLC
INCREASED211,575195,432+16,143+8%$8.3M$9.0M+$632.3K2026-10-22
Tortoise Investment Management, LLC
INCREASED201,455199,815+1,640+1%$8.5M$8.5M+$16.2K2026-11-06
Apella Capital, LLC
INCREASED199,877190,445+9,432+5%$7.8M$8.6M+$736.8K2026-10-08
DiNuzzo Private Wealth, Inc.
INCREASED193,811192,576+1,235+1%$8.2M$8.2M+$9062026-10-16
Truist Financial Corp
INCREASED191,512137,162+54,350+40%$5.9M$8.1M+$2.3M2026-10-30
Sterling Financial Planning, Inc.
INCREASED174,796173,234+1,562+1%$7.4M$7.4M+$19.9K2026-10-28
United Asset Strategies, Inc.
INCREASED167,862108,298+59,564+55%$4.6M$7.1M+$2.5M2026-10-28
Laurel Wealth Planning LLC
NEW165,338—+165,338——$7.0M—2026-11-02
Integrity Advisory Solutions, LLC
INCREASED163,988142,291+21,697+15%$6.1M$7.0M+$881.9K2026-10-29
United Wealth Management, LLC
INCREASED162,278161,153+1,125+1%$6.9M$6.9M+$4.6K2026-10-30
Breakwater Capital Group
INCREASED159,781149,813+9,968+7%$6.4M$6.8M+$382.7K2026-10-09
Farther Finance Advisors, LLC
INCREASED148,957131,189+17,768+14%$5.6M$6.3M+$718.3K2026-10-08
Timonier Family Office, Ltd.
DECREASED148,466148,895-4290%$6.4M$6.3M-$57.9K2026-11-03
Versant Capital Management, Inc
INCREASED147,842138,902+8,940+6%$5.9M$6.3M+$341.9K2026-10-02
Creative Planning
INCREASED146,107143,196+2,911+2%$6.1M$6.2M+$85.2K2026-11-02
Maryland Capital Advisors Inc.
INCREASED125,584125,110+474+0%$5.3M$5.3M-$13.3K2026-10-15
Parkshore Wealth Management, Inc.
INCREASED118,57460,796+57,778+95%$2.6M$5.0M+$2.4M2026-10-13
Commonwealth Equity Services, LLC
INCREASED117,76967,229+50,540+75%$2.9M$5.0M+$2.1M2026-11-02
Mission Wealth Management, LP
DECREASED114,086127,114-13,028-10%$5.4M$4.8M-$586.3K2026-10-15
Chicago Partners Investment Group LLC
INCREASED104,71999,932+4,787+5%$4.1M$4.2M+$138.5K2026-10-27
Integrity Alliance, Llc.
INCREASED104,563102,048+2,515+2%$4.4M$4.4M+$79.4K2026-10-29
Foundry Financial LLC
INCREASED100,21183,616+16,595+20%$3.6M$4.2M+$681.3K2026-10-16
White Wing Wealth Management
INCREASED99,89898,866+1,032+1%$4.2M$4.2M+$17.4K2026-11-09
Porter White Investment Advisors, Inc.
INCREASED99,78233,979+65,803+194%$1.4M$4.2M+$2.8M2026-10-14
Davenport & Co LLC
INCREASED98,93915,926+83,013+521%$679.5K$4.2M+$3.5M2026-10-14
Wealth Advisors Northwest LLC
INCREASED96,62195,185+1,436+2%$4.1M$4.1M+$35.5K2026-10-29
Golden Bell Financial Planning LLC
INCREASED95,33586,555+8,780+10%$3.7M$4.0M+$349.2K2026-11-02
Astra Wealth Partners LLC
INCREASED89,25186,449+2,802+3%$3.7M$3.8M+$95.7K2026-11-06
Verum Partners LLC
INCREASED89,10088,972+128+0%$3.8M$3.8M-$18.3K2026-10-21
Valeo Financial Advisors, LLC
NEW87,469—+87,469——$3.7M—2026-10-08
LAM Group, Inc.
DECREASED81,22582,260-1,035-1%$3.5M$3.4M-$65.9K2026-10-26
Allworth Financial LP
INCREASED79,01238,693+40,319+104%$1.7M$3.4M+$1.7M2026-11-06
Glass Jacobson Investment Advisors llc
DECREASED78,58883,399-4,811-6%$3.6M$3.3M-$226.3K2026-10-26
Schwarz Dygos Wheeler Investment Advisors LLC
INCREASED75,67972,816+2,863+4%$3.1M$3.2M+$102.0K2026-11-10
Cardiff Park Advisors, LLC
INCREASED73,00751,814+21,193+41%$2.2M$3.1M+$884.7K2026-11-09
Squire Investment Management Company, LLC
INCREASED71,53652,422+19,114+36%$2.2M$3.0M+$796.4K2026-11-03
ARK & TLK Investments, LLC
INCREASED71,35059,470+11,880+20%$2.5M$3.0M+$487.8K2026-10-20
Abel Hall, LLC
INCREASED57,89756,567+1,330+2%$2.4M$2.5M+$41.3K2026-10-19
McGrath & Associates, Inc.
DECREASED55,61156,926-1,315-2%$2.4M$2.4M-$71.0K2026-10-27
Park Avenue Securities LLC
INCREASED53,15645,942+7,214+16%$2.0M$2.3M+$294.0K2026-10-26
Boyce & Associates Wealth Consulting, Inc.
INCREASED52,75542,639+10,116+24%$1.8M$2.2M+$417.5K2026-10-14
CSP Financial Group, LLC
INCREASED52,69448,924+3,770+8%$2.1M$2.2M+$146.8K2026-10-26
Spire Wealth Management
DECREASED50,48950,534-450%$2.2M$2.1M-$15.5K2026-10-30
Tennessee Valley Asset Management Partners
INCREASED49,36349,033+330+1%$2.1M$2.1M+$9092026-11-03
Triumph Capital Management
INCREASED47,96645,375+2,591+6%$1.9M$2.0M+$97.7K2026-10-14
Kestra Advisory Services, LLC
INCREASED45,95140,544+5,407+13%$1.7M$1.9M+$218.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED43,41742,693+724+2%$1.8M$1.8M+$19.0K2026-11-02
LPL Financial LLC
INCREASED42,49438,492+4,002+10%$1.6M$1.8M+$159.4K2026-11-06
Perigon Wealth Management, LLC
DECREASED42,36943,169-800-2%$1.8M$1.8M-$45.5K2026-10-22
Acorn Wealth Advisors, LLC
INCREASED39,69537,040+2,655+7%$1.6M$1.7M+$102.6K2026-10-19
Geneos Wealth Management Inc.
INCREASED39,54439,130+414+1%$1.7M$1.7M+$7.0K2026-11-09
Matisse Capital
DECREASED38,00039,760-1,760-4%$1.7M$1.6M-$85.2K2026-10-29
Citigroup Inc
INCREASED37,19233,381+3,811+11%$1.4M$1.6M+$152.7K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED36,14913,640+22,509+165%$572.9K$1.5M+$951.2K2026-10-13
Three Arch Wealth Management LLC
DECREASED35,68036,189-509-1%$1.5M$1.5M-$31.2K2026-10-20
Monograph Wealth Advisors, LLC
UNCHANGED34,68534,68500%$1.5M$1.5M-$9.3K2026-11-09
Clark Asset Management, LLC
UNCHANGED33,80333,80300%$1.4M$1.4M-$9.0K2026-10-19
EnRich Financial Partners LLC
DECREASED32,30632,776-470-1%$1.4M$1.4M-$28.7K2026-10-21
Kane Co Wealth Management, Inc.
DECREASED31,46931,497-280%$1.3M$1.3M-$9.6K2026-11-04
Bank of Montreal
INCREASED30,27129,921+350+1%$1.3M$1.3M+$6.8K2026-11-09
BOS Asset Management, LLC
INCREASED29,37623,401+5,975+26%$998.5K$1.2M+$247.1K2026-10-09
Oceanside Advisors LLC
INCREASED29,30229,217+85+0%$1.2M$1.2M-$4.2K2026-11-03
E6 Portfolios, LLC
INCREASED29,27823,452+5,826+25%$1.0M$1.2M+$240.7K2026-10-26
Forum Financial Management, LP
DECREASED28,71528,812-970%$1.2M$1.2M-$11.8K2026-10-16
AA Financial Advisors, LLC
INCREASED28,68626,948+1,738+6%$1.1M$1.2M+$66.5K2026-10-19
Mattern Capital Management, LLC
INCREASED27,19522,817+4,378+19%$973.5K$1.2M+$179.5K2026-11-02
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED25,4265,769+19,657+341%$246.1K$1.1M+$831.9K2026-10-14
Altiora Financial Group, LLC
UNCHANGED22,67622,67600%$967.5K$961.5K-$6.1K2026-11-04
Nuveen, LLC
INCREASED21,6979,482+12,215+129%$404.6K$925.4K+$520.8K2026-11-10
Alpha Advisors, LLC
INCREASED21,43720,780+657+3%$886.5K$909.0K+$22.4K2026-10-19
Gibson Capital, LLC
DECREASED21,32421,481-157-1%$916.5K$904.1K-$12.4K2026-10-23
Tranquility Partners, LLC
INCREASED21,14416,651+4,493+27%$710.5K$896.5K+$186.1K2026-10-20
International Private Wealth Advisors LLC
INCREASED20,50620,120+386+2%$858.5K$869.5K+$11.0K2026-11-05
Good Harbor Advisors, Inc.
DECREASED20,17920,865-686-3%$890.3K$855.6K-$34.7K2026-10-20
JFS Wealth Advisors, LLC
DECREASED19,92920,046-117-1%$855.3K$845.0K-$10.3K2026-11-03
Brookstone Capital Management
DECREASED19,05878,500-59,442-76%$3.3M$808.1K-$2.5M2026-10-22
Wealth Management Nebraska
INCREASED18,07117,561+510+3%$749.3K$766.2K+$16.9K2026-10-26
Unison Advisors LLC
INCREASED18,00517,843+162+1%$761.3K$763.4K+$2.1K2026-10-29
Moisand Fitzgerald Tamayo, LLC
INCREASED17,85417,787+67+0%$758.9K$757.0K-$1.9K2026-10-15
Family CFO Inc
UNCHANGED17,33617,33600%$739.7K$735.0K-$4.6K2026-10-30
Pettinga Financial Advisors LLC
DECREASED17,25026,600-9,350-35%$1.1M$731.4K-$403.5K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED16,88916,858+31+0%$719.3K$716.1K-$3.2K2026-11-04
Two West Capital Advisors LLC
INCREASED16,62916,387+242+1%$651.4K$709.2K+$57.9K2026-10-15
Fiduciary Financial Group, LLC
INCREASED15,94111,873+4,068+34%$506.6K$675.9K+$169.3K2026-10-13
Factor Wealth Management LTD
DECREASED15,49416,044-550-3%$684.6K$656.9K-$27.6K2026-10-08
Bdfs Capital LLC
INCREASED14,81713,144+1,673+13%$560.8K$628.2K+$67.4K2026-10-14
SwitchPoint Financial Planning, LLC
UNCHANGED13,69713,69700%$584.4K$580.8K-$3.7K2026-11-02
Pacific Asset Management, LLC
INCREASED13,02512,897+128+1%$550.3K$552.3K+$2.0K2026-10-15
Triad Wealth Partners, LLC
DECREASED12,82213,057-235-2%$524.6K$543.6K+$19.0K2026-10-26
Choreo, LLC
INCREASED12,74811,754+994+8%$501.5K$540.5K+$39.0K2026-10-28
Outbound Financial Inc
DECREASED12,73014,090-1,360-10%$601.2K$539.7K-$61.4K2026-10-13
Drive Wealth Management, LLC
DECREASED12,68312,814-131-1%$546.7K$537.7K-$9.0K2026-11-09
First Financial Group Corp
DECREASED12,61212,970-358-3%$553.4K$534.8K-$18.6K2026-10-22
Opus Financial Solutions LLC
DECREASED12,44815,367-2,919-19%$655.7K$527.8K-$127.9K2026-11-06
Signaturefd, LLC
INCREASED11,43310,777+656+6%$459.8K$484.8K+$24.9K2026-10-23
Firethorn Wealth Partners, LLC
INCREASED11,29911,222+77+1%$478.8K$479.1K+$2522026-10-14
Capital Wealth Management, LLC
NEW10,878—+10,878——$461.2K—2026-10-27
Approach Retirement Advisors, LLC
DECREASED10,74311,109-366-3%$474.0K$455.5K-$18.5K2026-10-22
Great Valley Advisor Group, Inc.
INCREASED10,5818,370+2,211+26%$357.6K$448.3K+$90.7K2026-11-09
Global Financial Private Client, LLC
INCREASED10,4588,386+2,072+25%$357.8K$443.4K+$85.6K2026-10-15
Canvas Wealth Advisors, LLC
DECREASED10,26910,650-381-4%$454.4K$416.3K-$38.1K2026-11-02
Merit Financial Group, LLC
DECREASED10,15510,220-65-1%$436.1K$430.6K-$5.5K2026-11-06
Foundation Wealth Management, Llc\pa
INCREASED10,12510,101+24+0%$431.0K$429.3K-$1.7K2026-10-14
BIP Wealth, LLC
INCREASED9,8625,310+4,552+86%$226.6K$418.1K+$191.6K2026-10-22
Rockwood Wealth Management, LLC
UNCHANGED9,8189,81800%$418.9K$416.3K-$2.6K2026-10-27
Sutton Place Investors LLC
INCREASED9,6989,695+3+0%$413.7K$411.2K-$2.5K2026-10-20
McMill Wealth Management
NEW9,303—+9,303——$394.4K—2026-11-05
PNC Financial Services Group, Inc.
NEW9,084—+9,084——$385.2K—2026-11-06
Mraz, Amerine & Associates, Inc.
UNCHANGED9,0709,07000%$387.0K$384.6K-$2.4K2026-10-30
Wingate Wealth Advisors, Inc.
UNCHANGED8,6618,66100%$369.5K$367.2K-$2.3K2026-10-26
Cypress Financial Planning LLC
DECREASED8,5238,850-327-4%$377.6K$361.4K-$16.2K2026-10-09
Diversified Portfolios, Inc.
NEW8,452—+8,452——$358.4K—2026-11-04
Crescent Grove Advisors, LLC
NEW8,118—+8,118——$344.2K—2026-10-21
McCarley & Cook Financial Planners
UNCHANGED8,0698,06900%$344.3K$342.1K-$2.2K2026-10-21
Concurrent Investment Advisors, LLC
NEW7,944—+7,944——$336.8K—2026-10-16
TBH Global Asset Management, LLC
DECREASED7,89012,210-4,320-35%$521.0K$334.5K-$186.4K2026-11-03
Willow Creek Wealth Management Inc.
INCREASED7,8085,325+2,483+47%$227.2K$331.1K+$103.9K2026-10-26
RCS Financial Planning, LLC
DECREASED7,3588,691-1,333-15%$370.8K$312.0K-$58.8K2026-10-14
Nwam LLC
INCREASED7,2286,903+325+5%$294.5K$306.5K+$12.0K2026-11-09
RAM Investment Partners, LLC
INCREASED6,9585,573+1,385+25%$237.8K$295.0K+$57.2K2026-10-21
Gemmer Asset Management LLC
INCREASED6,8876,822+65+1%$291.1K$292.0K+$9572026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED6,7846,78400%$276.7K$276.8K+$1362026-10-21
Prospera Financial Services Inc
NEW6,485—+6,485——$257.6K—2026-11-04
Financial Harvest, LLC
DECREASED6,2856,644-359-5%$283.5K$266.5K-$17.0K2026-10-15
Modera Wealth Management, LLC
DECREASED6,0526,222-170-3%$265.5K$256.6K-$8.8K2026-10-28
Montag A & Associates Inc
DECREASED6,0357,280-1,245-17%$310.6K$255.9K-$54.7K2026-10-29
AlTi Global, Inc.
NEW6,000—+6,000——$254.4K—2026-11-09
Vestor Capital, LLC
INCREASED5,7021,017+4,685+461%$951$210-$7412026-11-04
Granville Capital, Inc.
NEW5,622—+5,622——$238.4K—2026-11-05
Freedom Day Solutions, LLC
NEW5,547—+5,547——$235.2K—2026-10-20
Shearwater Capital LLC
UNCHANGED5,3145,31400%$226.7K$225.3K-$1.4K2026-10-13
Fortis Capital Advisors, LLC
NEW5,276—+5,276——$223.7K—2026-11-09
Belpointe Asset Management LLC
NEW5,276—+5,276——$223.7K—2026-11-09
Vista Capital Partners, Inc.
INCREASED5,1365,085+51+1%$217.0K$217.8K+$7832026-11-06
Lazari Capital Management, Inc.
UNCHANGED4,9744,97400%$212.2K$210.9K-$1.3K2026-10-20
Vilga Financial Planning LLC
UNCHANGED4,8744,87400%$208.0K$206.7K-$1.3K2026-10-09
Del-Sette Capital Management, LLC
UNCHANGED4,8434,84300%$206.5K$205.2K-$1.3K2026-10-23
Tcfg Investment Advisors, LLC
DECREASED4,7945,099-305-6%$217.6K$203.3K-$14.3K2026-10-20
Phillips Financial Management, LLC
DECREASED4,5385,382-844-16%$229.7K$192.4K-$37.2K2026-10-19
Elevate Wealth Advisory, Inc
INCREASED3,6443,618+26+1%$154.4K$154.5K+$1362026-10-29
Ares Financial Consulting, LLC
DECREASED3,4804,515-1,035-23%$192.7K$147.6K-$45.1K2026-10-19
Ascentis Independent Advisors
NEW3,460—+3,460——$146.9K—2026-11-03
RHL Group, LLC
INCREASED3,2421,464+1,778+121%$63.0K$137.5K+$74.5K2026-11-04
Rachor Investment Advisory Services, LLC
INCREASED2,9242,915+9+0%$124.4K$124.0K-$3722026-10-29
Jacobi Capital Management LLC
NEW2,690—+2,690——$114.1K—2026-11-05
Fifth Third Bancorp
INCREASED2,2771,453+824+57%$62.0K$96.5K+$34.6K2026-11-05
DecisionPoint Financial, LLC
INCREASED1,9961,844+152+8%$76.6K$84.6K+$8.0K2026-10-27
Smithfield Trust Co
UNCHANGED1,9961,99600%$85.0K$84.0K-$1.0K2026-11-09
Physician Wealth Advisors, Inc.
UNCHANGED1,6311,63100%$69.6K$69.2K-$4362026-10-20
Bessemer Group Inc
UNCHANGED1,2581,25800%$54.0K$53.0K-$1.0K2026-11-09
Bullock Wealth Management Group
INCREASED1,244555+689+124%$23.0K$52.7K+$29.7K2026-10-09
Ashton Thomas Private Wealth, LLC
UNCHANGED1,0611,06100%$45.3K$45.0K-$2842026-11-03
Angeles Wealth Management, LLC
UNCHANGED93393300%$39.8K$39.6K-$2492026-10-26
Motco
UNCHANGED60360300%$25.7K$25.6K-$1612026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED45445400%$19.4K$19.3K-$1212026-10-15
Your Advocates Ltd., LLP
UNCHANGED42742700%$18.2K$18.1K-$1152026-11-03
GoalVest Advisory LLC
INCREASED411378+33+9%$16.1K$17.4K+$1.3K2026-10-02
Balance Wealth Partners LLC
NEW377—+377——$16.0K—2026-10-27
Concord Wealth Partners
INCREASED349346+3+1%$14.8K$14.8K+$222026-11-02
Register Financial Advisors LLC
DECREASED250674-424-63%$28.8K$10.6K-$18.2K2026-10-23
Clearstead Advisors, LLC
NEW220—+220——$9.4K—2026-11-06
Assetmark, Inc
INCREASED216188+28+15%$8.0K$9.2K+$1.1K2026-10-21
1620 Investment Advisors, Inc.
DECREASED190265-75-28%$11.3K$8.1K-$3.3K2026-11-04
Lodestone Wealth Management LLC
INCREASED184182+2+1%$7.8K$7.8K+$282026-10-14
IFP Advisors, Inc
UNCHANGED17717700%$7.6K$7.5K-$472026-10-16
Archer Investment Corp
INCREASED140139+1+1%$5.9K$5.9K+$212026-11-05
CX Institutional
DECREASED1322,314-2,182-94%$99$6-$932026-10-02
Coston, McIsaac & Partners
INCREASED113112+1+1%$4$4.8K+$4.8K2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED10610600%$4.5K$4.5K-$292026-10-05
Tounjian Advisory Partners, LLC
INCREASED105103+2+2%$4.4K$4.4K+$152026-11-04
Parkside Financial Bank & Trust
UNCHANGED999900%$4.2K$4.2K-$272026-10-27
CoreCap Advisors, LLC
UNCHANGED959500%$4.1K$4.0K-$252026-10-08
Russell Investments Group, Ltd.
DECREASED37134-97-72%$5.7K$1.6K-$4.1K2026-11-06
Lanark Financial, Inc.
NEW12—+12——$509—2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED8800%$341$339-$22026-11-02
Compass Financial Management LLC
NEW6—+6——$254—2026-10-30
XY Planning Network, Inc.
CLOSED07,924-7,924-100%$338.1K$0-$338.1K2026-10-14
Venture Visionary Partners LLC
CLOSED05,282-5,282-100%$225.4K$0-$225.4K2026-10-07
IFG Advisory, LLC
CLOSED01,054-1,054-100%$45.0K$0-$45.0K2026-11-09
US Bancorp \de\
CLOSED0748-748-100%$31.9K$0-$31.9K2026-11-05
MCF Advisors LLC
CLOSED0400-400-100%$17.1K$0-$17.1K2026-10-28
Jones Financial Companies Lllp
N/A—2,878,443-2,878,443-100%$120.6M———
Raymond James Financial Inc
N/A—1,025,227-1,025,227-100%$43.7M———
Beacon Pointe Advisors, LLC
N/A—751,387-751,387-100%$32.1M———
Janney Montgomery Scott LLC
N/A—590,477-590,477-100%$25.2M———
Alesco Advisors, LLC, An ESL Co
N/A—467,149-467,149-100%$19.9M———
Penserra Capital Management LLC
N/A—411,618-411,618-100%$17.6M———
Royal Bank of Canada
N/A—370,885-370,885-100%$15.8M———
Bank of America Corp
N/A—347,527-347,527-100%$14.8M———
EP Wealth Advisors, LLC
N/A—341,314-341,314-100%$14.6M———
Northwestern Mutual Wealth Management Co
N/A—310,644-310,644-100%$13.3M———
AE Wealth Management LLC
N/A—275,843-275,843-100%$11.8M———
Spwm Advisors LLC
N/A—274,653-274,653-100%$11.0M———
Jane Street Group, LLC
N/A—273,436-273,436-100%$11.7M———
Betterment LLC
N/A—236,809-236,809-100%$10.1M———
Natixis Advisors, LLC
N/A—234,966-234,966-100%$10.0M———
Cerity Partners LLC
N/A—229,792-229,792-100%$9.8M———
Vestmark Advisory Solutions, Inc.
N/A—228,087-228,087-100%$9.7M———
von Borstel & Associates, Inc.
N/A—223,617-223,617-100%$9.5M———
Cordant, Inc.
N/A—208,986-208,986-100%$8.9M———
Envestnet Asset Management Inc
N/A—187,074-187,074-100%$8.0M———
Waverly Advisors, LLC
N/A—178,657-178,657-100%$7.6M———
Mercer Global Advisors Inc
N/A—176,860-176,860-100%$7.5M———
Estate Counselors, LLC
N/A—175,090-175,090-100%$7.5M———
Moneta Group Investment Advisors LLC
N/A—152,178-152,178-100%$6.5M———
Steward Partners Investment Advisory, LLC
N/A—145,847-145,847-100%$6.2M———
Focus Partners Advisor Solutions, LLC
N/A—124,971-124,971-100%$5.3M———
McCartney Wealth Management LLC
N/A—119,413-119,413-100%$5.1M———
Dravo BAY LLC
N/A—119,393-119,393-100%$5.1M———
Baird Financial Group, Inc.
N/A—116,550-116,550-100%$5.0M———
EQ Wealth Advisors, LLC
N/A—114,988-114,988-100%$4.9M———
OneDigital Investment Advisors LLC
N/A—111,781-111,781-100%$4.8M———
Composition Wealth, LLC
N/A—98,525-98,525-100%$4.2M———
Pathstone Holdings, LLC
N/A—92,673-92,673-100%$4.0M———
NewEdge Advisors, LLC
N/A—89,928-89,928-100%$3.8M———
Osaic Holdings, Inc.
N/A—72,963-72,963-100%$3.1M———
Integrated Wealth Concepts LLC
N/A—69,495-69,495-100%$3.0M———
Viaable, LLC
N/A—67,231-67,231-100%$2.8M———
Main Street Financial Solutions, LLC
N/A—64,445-64,445-100%$2.7M———
Sequoia Financial Advisors, LLC
N/A—61,518-61,518-100%$2.6M———
Northern Trust Corp
N/A—60,790-60,790-100%$2.6M———
JPMorgan Chase & Co
N/A—58,295-58,295-100%$2.5M———
UBS Asset Management Americas LLC
N/A—52,921-52,921-100%$2.3M———
MML Investors Services, LLC
N/A—52,549-52,549-100%$2.2M———
Citadel Advisors LLC
N/A—52,533-52,533-100%$2.2M———
Vantage Point Financial LLC
N/A—50,509-50,509-100%$2.2M———
Corus Family Wealth Advisors
N/A—47,074-47,074-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—47,025-47,025-100%$2.0M———
Pinney & Scofield, Inc.
N/A—46,990-46,990-100%$2.0M———
Applied Capital LLC
N/A—45,977-45,977-100%$2.0M———
TRU Independence Asset Management 2, LLC
N/A—37,363-37,363-100%$1.6M———
Arax Advisory Partners
N/A—31,962-31,962-100%$1.4M———
Rather & Kittrell, Inc.
N/A—30,900-30,900-100%$1.3M———
AQR Capital Management LLC
N/A—26,799-26,799-100%$1.1M———
Landing Point Financial Group, LLC
N/A—22,011-22,011-100%$939.2K———
Dorsey & Whitney Trust Co LLC
N/A—21,719-21,719-100%$926.7K———
UBS Group AG
N/A—20,597-20,597-100%$878.8K———
Tandem Financial, LLC
N/A—20,290-20,290-100%$865.7K———
Hanover Advisors Inc
N/A—17,850-17,850-100%$761.6K———
NCM Capital Management, LLC
N/A—17,100-17,100-100%$729.6K———
ATLas Financial Planning LLC
N/A—16,829-16,829-100%$718.0K———
Sanctuary Advisors, LLC
N/A—14,253-14,253-100%$608.1K———
Focus Partners Wealth
N/A—14,033-14,033-100%$598.7K———
E-Wealth Partners, LLC
N/A—14,000-14,000-100%$597.3K———
Daner Wealth Management, LLC
N/A—13,635-13,635-100%$571.7K———
Fischer Investment Strategies, LLC
N/A—12,801-12,801-100%$546.2K———
Savvy Advisors, Inc.
N/A—12,352-12,352-100%$527.0K———
Mission Hills Financial Advisory, LLC
N/A—12,232-12,232-100%$521.9K———
Entelevest, LLC
N/A—12,037-12,037-100%$513.6K———
World Investment Advisors
N/A—12,021-12,021-100%$430.1K———
Wells Fargo & Company
N/A—11,603-11,603-100%$495.1K———
O'shaughnessy Asset Management, LLC
N/A—11,085-11,085-100%$473.0K———
Mariner, LLC
N/A—10,834-10,834-100%$462.3K———
Rehmann Capital Advisory Group
N/A—10,819-10,819-100%$461.6K———
Cetera Investment Advisers
N/A—9,099-9,099-100%$388.2K———
BFC Planning, Inc.
N/A—8,777-8,777-100%$374.5K———
Morgan Stanley
N/A—8,640-8,640-100%$368.6K———
Cloud Capital Management, LLC
N/A—8,545-8,545-100%$363.0K———
Xcelsior Advisor Partners LLC
N/A—8,355-8,355-100%$356.5K———
American Investment Services, Inc.
N/A—8,289-8,289-100%$353.7K———
Quantinno Capital Management LP
N/A—7,599-7,599-100%$324.3K———
WorthPointe, LLC
N/A—7,041-7,041-100%$300.4K———
SageView Advisory Group, LLC
N/A—6,719-6,719-100%$286.7K———
Exit Wealth Advisors, Llc.
N/A—6,582-6,582-100%$280.8K———
O'rourke & Company, Inc
N/A—6,132-6,132-100%$261.6K———
Passive Capital Management, Llc.
N/A—6,076-6,076-100%$205.0K———
Equitable Holdings, Inc.
N/A—5,570-5,570-100%$237.7K———
Medallion Wealth Advisors, LLC
N/A—5,549-5,549-100%$236.8K———
GeoWealth Management, LLC
N/A—5,201-5,201-100%$221.9K———
Glen Eagle Advisors, LLC
N/A—4,960-4,960-100%$211.6K———
Gentry Private Wealth, LLC
N/A—4,761-4,761-100%$203.1K———
Bruce G. Allen Investments, LLC
N/A—4,703-4,703-100%$200.7K———
Ancora Advisors LLCA
N/A—3,033-3,033-100%$129.4K———
Fiduciary Financial Advisors
N/A—2,607-2,607-100%$111.2K———
Huntington National Bank
N/A—2,111-2,111-100%$90.1K———
C M Bidwell & Associates LTD
N/A—1,967-1,967-100%$83.9K———
Steigerwald, Gordon & Koch Inc.
N/A—862-862-100%$36.8K———
Global Retirement Partners, LLC
N/A—833-833-100%$35.5K———
Beaird Harris Wealth Management, LLC
N/A—645-645-100%$27.5K———
Strategic Wealth Partners, Ltd.
N/A—537-537-100%$22.9K———
Rockefeller Capital Management L.P.
N/A—509-509-100%$21.7K———
Millstone Evans Group, LLC
N/A—415-415-100%$17.7K———
LRI Investments, LLC
N/A—400-400-100%$17.1K———
Sittner & Nelson, LLC
N/A—362-362-100%$15.4K———
Topsail Wealth Management, LLC
N/A—260-260-100%$11.1K———
Dunhill Financial, LLC
N/A—158-158-100%$6.7K———
Howe & Rusling Inc
N/A—112-112-100%$4.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—49-49-100%$2.1K———
Vanguard Advisers Inc
N/A—17-17-100%$725———
Showing 314 of 314 institutions