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Dimensional Emrg MRK HI Prof (DEHP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Unison Advisors LLC
DECREASED
Shares911,559 from 912,565
Change-1,006 (0%)
Value$37.5M (-$1.5M)
Filed 2026-10-29
Three Arch Wealth Management LLC
INCREASED
Shares629,331 from 615,346
Change+13,985 (+2%)
Value$25.9M (-$427.7K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares279,218 from 89,788
Change+189,430 (+211%)
Value$11.5M (+$7.6M)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED
Shares196,062 from 195,801
Change+261 (+0%)
Value$8.1M (-$308.4K)
Filed 2026-10-16
United Wealth Management, LLC
INCREASED
Shares168,991 from 168,388
Change+603 (+0%)
Value$7.0M (-$249.6K)
Filed 2026-10-30
Integrity Advisory Solutions, LLC
INCREASED
Shares168,041 from 146,456
Change+21,585 (+15%)
Value$6.9M (+$649.3K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares165,359 from 154,330
Change+11,029 (+7%)
Value$6.8M (+$202.2K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares142,566 from 139,977
Change+2,589 (+2%)
Value$5.3M (-$277.8K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
DECREASED
Shares123,322 from 132,252
Change-8,930 (-7%)
Value$5.1M (-$583.0K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares107,786 from 105,047
Change+2,739 (+3%)
Value$4.4M (-$58.6K)
Filed 2026-10-29
Foundry Financial LLC
INCREASED
Shares103,790 from 90,669
Change+13,121 (+14%)
Value$4.3M (+$392.0K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares102,022 from 96,149
Change+5,873 (+6%)
Value$4.2M (+$85.0K)
Filed 2026-10-26
Wealth Advisors Northwest LLC
INCREASED
Shares98,856 from 95,493
Change+3,363 (+4%)
Value$4.1M (-$17.3K)
Filed 2026-10-29
Meredith Wealth Planning
DECREASED
Shares95,503 from 104,333
Change-8,830 (-8%)
Value$3.9M (-$533.3K)
Filed 2026-10-14
Global Assets Advisory, LLC
INCREASED
Shares78,954 from 78,634
Change+320 (+0%)
Value$3.4M (+$78.1K)
Filed 2026-10-28
Tableaux LLC
INCREASED
Shares77,851 from 69,091
Change+8,760 (+13%)
Value$3.2M (+$247.8K)
Filed 2026-10-23
Savant Capital, LLC
DECREASED
Shares72,303 from 72,894
Change-591 (-1%)
Value$3.0M (-$143.1K)
Filed 2026-11-06
Mills Wealth Advisors LLC
DECREASED
Shares70,820 from 77,046
Change-6,226 (-8%)
Value$2.9M (-$381.7K)
Filed 2026-10-22
Evanson Financial, LLC
INCREASED
Shares69,022 from 68,525
Change+497 (+1%)
Value$2.8M (-$91.2K)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares67,292 from 61,005
Change+6,287 (+10%)
Value$2.8M (+$159.2K)
Filed 2026-11-06
Abel Hall, LLC
INCREASED
Shares58,979 from 56,410
Change+2,569 (+5%)
Value$2.4M (+$13.8K)
Filed 2026-10-19
CSP Financial Group, LLC
INCREASED
Shares53,592 from 50,031
Change+3,561 (+7%)
Value$2.2M (+$64.9K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
DECREASED
Shares51,076 from 53,004
Change-1,928 (-4%)
Value$2.1M (-$165.7K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares46,141 from 41,528
Change+4,613 (+11%)
Value$1.9M (+$122.1K)
Filed 2026-11-02
Tortoise Investment Management, LLC
INCREASED
Shares45,235 from 44,835
Change+400 (+1%)
Value$1.9M (-$56.6K)
Filed 2026-11-06
Sollinda Capital Management LLC
INCREASED
Shares39,634 from 33,419
Change+6,215 (+19%)
Value$1.6M (+$201.2K)
Filed 2026-11-09
RFG Advisory, LLC
DECREASED
Shares37,860 from 38,993
Change-1,133 (-3%)
Value$1.6M (-$110.1K)
Filed 2026-11-03
Alpha Financial Advisors, LLC
DECREASED
Shares36,639 from 38,170
Change-1,531 (-4%)
Value$1.5M (-$125.2K)
Filed 2026-11-09
Apella Capital, LLC
INCREASED
Shares35,601 from 14,427
Change+21,174 (+147%)
Value$1.5M (+$883.9K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares34,179 from 33,100
Change+1,079 (+3%)
Value$1.4M (-$9.6K)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares33,928 from 6,101
Change+27,827 (+456%)
Value$1.4M (+$1.1M)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
INCREASED
Shares33,872 from 31,056
Change+2,816 (+9%)
Value$1.4M (+$65.2K)
Filed 2026-10-19
Index Fund Advisors, Inc.
INCREASED
Shares31,810 from 28,529
Change+3,281 (+12%)
Value$1.3M (+$88.5K)
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares29,637 from 28,156
Change+1,481 (+5%)
Value$1.2M (+$15.0K)
Filed 2026-10-19
Forteris Wealth Management Inc.
INCREASED
Shares28,463 from 26,998
Change+1,465 (+5%)
Value$1.2M (+$16.3K)
Filed 2026-10-13
TAGStone Capital, Inc.
INCREASED
Shares25,170 from 20,829
Change+4,341 (+21%)
Value$1.0M (+$144.7K)
Filed 2026-11-09
Bdfs Capital LLC
DECREASED
Shares24,690 from 26,492
Change-1,802 (-7%)
Value$1.0M (-$117.3K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares19,347 from 17,763
Change+1,584 (+9%)
Value$795.9K (+$36.2K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares18,297 from 10,315
Change+7,982 (+77%)
Value$752.7K (+$311.6K)
Filed 2026-10-22
Sutton Place Investors LLC
INCREASED
Shares18,201 from 18,139
Change+62 (+0%)
Value$748.8K (-$27.0K)
Filed 2026-10-20
Two West Capital Advisors LLC
INCREASED
Shares18,173 from 17,915
Change+258 (+1%)
Value$754.2K (+$57.1K)
Filed 2026-10-15
Kane Co Wealth Management, Inc.
INCREASED
Shares17,756 from 17,106
Change+650 (+4%)
Value$730.5K (-$1.1K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares17,318 from 16,437
Change+881 (+5%)
Value$715.0K (+$12.0K)
Filed 2026-10-30
Outbound Financial Inc
DECREASED
Shares13,363 from 14,816
Change-1,453 (-10%)
Value$549.7K (-$83.9K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares13,329 from 12,050
Change+1,279 (+11%)
Value$548.4K (+$33.0K)
Filed 2026-10-30
Maryland Capital Advisors Inc.
INCREASED
Shares12,945 from 12,941
Change+4 (+0%)
Value$532.6K (-$20.9K)
Filed 2026-10-15
Pacific Asset Management, LLC
INCREASED
Shares12,529 from 12,472
Change+57 (+0%)
Value$515.5K (-$18.0K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares11,823 from 10,419
Change+1,404 (+13%)
Value$486.4K (+$40.8K)
Filed 2026-10-23
Firethorn Wealth Partners, LLC
DECREASED
Shares11,509 from 11,575
Change-66 (-1%)
Value$473.5K (-$21.6K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares11,217 from 11,019
Change+198 (+2%)
Value$461.5K (-$9.8K)
Filed 2026-11-02
Great Valley Advisor Group, Inc.
INCREASED
Shares10,909 from 8,767
Change+2,142 (+24%)
Value$449.1K (+$74.5K)
Filed 2026-11-09
Global Financial Private Client, LLC
INCREASED
Shares10,687 from 8,442
Change+2,245 (+27%)
Value$439.7K (+$78.6K)
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares9,995 from 9,179
Change+816 (+9%)
Value$411.2K (+$49.7K)
Filed 2026-10-26
Vestment Financial LLC
INCREASED
Shares9,258 from 9,255
Change+3 (+0%)
Value$379.4K (-$6.5K)
Filed 2026-10-13
RCS Financial Planning, LLC
DECREASED
Shares9,170 from 10,357
Change-1,187 (-11%)
Value$377.2K (-$65.7K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
INCREASED
Shares9,069 from 9,023
Change+46 (+1%)
Value$373.1K (-$12.8K)
Filed 2026-10-22
Cowa, LLC
NEW
Shares8,947
Change+8,947
Value$368.1K
Filed 2026-10-30
SAX Wealth Advisors, LLC
DECREASED
Shares8,743 from 9,570
Change-827 (-9%)
Value$359.7K (+$36.3K)
Filed 2026-10-13
Nwam LLC
INCREASED
Shares8,558 from 8,414
Change+144 (+2%)
Value$352.1K (-$7.8K)
Filed 2026-11-09
Approach Retirement Advisors, LLC
DECREASED
Shares8,520 from 8,934
Change-414 (-5%)
Value$350.5K (-$31.6K)
Filed 2026-10-22
LAM Group, Inc.
INCREASED
Shares7,710 from 3,805
Change+3,905 (+103%)
Value$317.2K (+$154.4K)
Filed 2026-10-26
Canvas Wealth Advisors, LLC
INCREASED
Shares6,703 from 6,231
Change+472 (+8%)
Value$253.8K (-$12.7K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
INCREASED
Shares6,245 from 6,149
Change+96 (+2%)
Value$256.9K (-$6.1K)
Filed 2026-10-26
Tranquility Partners, LLC
NEW
Shares5,922
Change+5,922
Value$243.6K
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares5,881 from 5,576
Change+305 (+5%)
Value$242.0K (+$4.0K)
Filed 2026-11-02
Granville Capital, Inc.
NEW
Shares5,614
Change+5,614
Value$231.0K
Filed 2026-11-05
Freedom Day Solutions, LLC
NEW
Shares4,922
Change+4,922
Value$202.5K
Filed 2026-10-20
Bank of Montreal
NEW
Shares4,707
Change+4,707
Value$193.6K
Filed 2026-11-09
Creative Financial Designs Inc
INCREASED
Shares4,193 from 4,140
Change+53 (+1%)
Value$172.5K (-$4.6K)
Filed 2026-11-04
RHL Group, LLC
INCREASED
Shares3,481 from 1,643
Change+1,838 (+112%)
Value$143.2K (+$72.6K)
Filed 2026-11-04
Bessemer Group Inc
UNCHANGED
Shares1,257 from 1,257
Change0 (0%)
Value$52.0K (-$2.0K)
Filed 2026-11-09
Allworth Financial LP
UNCHANGED
Shares1,133 from 1,133
Change0 (0%)
Value$48.5K ($0)
Filed 2026-11-06
CX Institutional
DECREASED
Shares1,100 from 1,140
Change-40 (-4%)
Value$45.0K (+$45.0K)
Filed 2026-10-02
IFG Advisory, LLC
DECREASED
Shares1,041 from 2,208
Change-1,167 (-53%)
Value$42.8K (-$51.6K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
DECREASED
Shares730 from 847
Change-117 (-14%)
Value$30.0K (-$6.2K)
Filed 2026-11-04
Pillar Financial Advisors, LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$23.7K (-$939)
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.6K (-$815)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$18.4K (-$730)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares366 from 363
Change+3 (+1%)
Value$15.0K (-$504)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares253
Change+253
Value$10.4K
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$5.9K (-$235)
Filed 2026-11-05
Coston, McIsaac & Partners
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$5.8K (-$171)
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$163)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$3.9K (-$157)
Filed 2026-10-08
Assetmark, Inc
NEW
Shares25
Change+25
Value$1.0K
Filed 2026-10-21
Compass Financial Management LLC
NEW
Shares5
Change+5
Value$206
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares2
Change+2
Value$68
Filed 2026-10-21
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 20,837
Change-20,837 (-100%)
Value$0 (-$891.2K)
Filed 2026-10-26
M Holdings Securities, Inc.
CLOSED
Shares0 from 14,350
Change-14,350 (-100%)
Value$0 (-$607)
Filed 2026-11-03
Venture Visionary Partners LLC
CLOSED
Shares0 from 5,517
Change-5,517 (-100%)
Value$0 (-$236.0K)
Filed 2026-10-07
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 4,813
Change-4,813 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 4,686
Change-4,686 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-06
Beacon Pointe Advisors, LLC
N/A
Shares— from 341,655
Change-341,655 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 238,019
Change-238,019 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 223,277
Change-223,277 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 198,248
Change-198,248 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 182,687
Change-182,687 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 140,838
Change-140,838 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 133,413
Change-133,413 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 99,612
Change-99,612 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 93,795
Change-93,795 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 92,909
Change-92,909 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 88,719
Change-88,719 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 87,132
Change-87,132 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 79,009
Change-79,009 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 74,846
Change-74,846 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 73,487
Change-73,487 (-100%)
Value—
Betterment LLC
N/A
Shares— from 62,846
Change-62,846 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 57,334
Change-57,334 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 56,218
Change-56,218 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 55,570
Change-55,570 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 50,449
Change-50,449 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 47,510
Change-47,510 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 47,335
Change-47,335 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 43,152
Change-43,152 (-100%)
Value—
UBS Group AG
N/A
Shares— from 41,174
Change-41,174 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 39,421
Change-39,421 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 28,565
Change-28,565 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 28,359
Change-28,359 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 23,602
Change-23,602 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 20,541
Change-20,541 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,660
Change-17,660 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,308
Change-17,308 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 16,431
Change-16,431 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,176
Change-16,176 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 15,984
Change-15,984 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 14,622
Change-14,622 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 12,335
Change-12,335 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,229
Change-12,229 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 11,718
Change-11,718 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 11,471
Change-11,471 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 10,502
Change-10,502 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,058
Change-10,058 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 7,020
Change-7,020 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 6,123
Change-6,123 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 994
Change-994 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 517
Change-517 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 132
Change-132 (-100%)
Value—
Status
Unison Advisors LLC
DECREASED911,559912,565-1,0060%$39.0M$37.5M-$1.5M2026-10-29
Three Arch Wealth Management LLC
INCREASED629,331615,346+13,985+2%$26.3M$25.9M-$427.7K2026-10-20
Merit Financial Group, LLC
INCREASED279,21889,788+189,430+211%$3.8M$11.5M+$7.6M2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED196,062195,801+261+0%$8.4M$8.1M-$308.4K2026-10-16
United Wealth Management, LLC
INCREASED168,991168,388+603+0%$7.2M$7.0M-$249.6K2026-10-30
Integrity Advisory Solutions, LLC
INCREASED168,041146,456+21,585+15%$6.3M$6.9M+$649.3K2026-10-29
Farther Finance Advisors, LLC
INCREASED165,359154,330+11,029+7%$6.6M$6.8M+$202.2K2026-10-08
Chicago Partners Investment Group LLC
INCREASED142,566139,977+2,589+2%$5.6M$5.3M-$277.8K2026-10-27
Quadcap Wealth Management, LLC
DECREASED123,322132,252-8,930-7%$5.7M$5.1M-$583.0K2026-11-02
Integrity Alliance, Llc.
INCREASED107,786105,047+2,739+3%$4.5M$4.4M-$58.6K2026-10-29
Foundry Financial LLC
INCREASED103,79090,669+13,121+14%$3.9M$4.3M+$392.0K2026-10-16
Park Avenue Securities LLC
INCREASED102,02296,149+5,873+6%$4.1M$4.2M+$85.0K2026-10-26
Wealth Advisors Northwest LLC
INCREASED98,85695,493+3,363+4%$4.1M$4.1M-$17.3K2026-10-29
Meredith Wealth Planning
DECREASED95,503104,333-8,830-8%$4.5M$3.9M-$533.3K2026-10-14
Global Assets Advisory, LLC
INCREASED78,95478,634+320+0%$3.3M$3.4M+$78.1K2026-10-28
Tableaux LLC
INCREASED77,85169,091+8,760+13%$3.0M$3.2M+$247.8K2026-10-23
Savant Capital, LLC
DECREASED72,30372,894-591-1%$3.1M$3.0M-$143.1K2026-11-06
Mills Wealth Advisors LLC
DECREASED70,82077,046-6,226-8%$3.3M$2.9M-$381.7K2026-10-22
Evanson Financial, LLC
INCREASED69,02268,525+497+1%$2.9M$2.8M-$91.2K2026-10-23
LPL Financial LLC
INCREASED67,29261,005+6,287+10%$2.6M$2.8M+$159.2K2026-11-06
Abel Hall, LLC
INCREASED58,97956,410+2,569+5%$2.4M$2.4M+$13.8K2026-10-19
CSP Financial Group, LLC
INCREASED53,59250,031+3,561+7%$2.1M$2.2M+$64.9K2026-10-26
Summit Wealth Group LLC / Co
DECREASED51,07653,004-1,928-4%$2.3M$2.1M-$165.7K2026-10-29
Kestra Advisory Services, LLC
INCREASED46,14141,528+4,613+11%$1.8M$1.9M+$122.1K2026-11-02
Tortoise Investment Management, LLC
INCREASED45,23544,835+400+1%$1.9M$1.9M-$56.6K2026-11-06
Sollinda Capital Management LLC
INCREASED39,63433,419+6,215+19%$1.4M$1.6M+$201.2K2026-11-09
RFG Advisory, LLC
DECREASED37,86038,993-1,133-3%$1.7M$1.6M-$110.1K2026-11-03
Alpha Financial Advisors, LLC
DECREASED36,63938,170-1,531-4%$1.6M$1.5M-$125.2K2026-11-09
Apella Capital, LLC
INCREASED35,60114,427+21,174+147%$587.5K$1.5M+$883.9K2026-10-08
Commonwealth Equity Services, LLC
INCREASED34,17933,100+1,079+3%$1.4M$1.4M-$9.6K2026-11-02
BIP Wealth, LLC
INCREASED33,9286,101+27,827+456%$260.9K$1.4M+$1.1M2026-10-22
Acorn Wealth Advisors, LLC
INCREASED33,87231,056+2,816+9%$1.3M$1.4M+$65.2K2026-10-19
Index Fund Advisors, Inc.
INCREASED31,81028,529+3,281+12%$1.2M$1.3M+$88.5K2026-11-05
AA Financial Advisors, LLC
INCREASED29,63728,156+1,481+5%$1.2M$1.2M+$15.0K2026-10-19
Forteris Wealth Management Inc.
INCREASED28,46326,998+1,465+5%$1.2M$1.2M+$16.3K2026-10-13
TAGStone Capital, Inc.
INCREASED25,17020,829+4,341+21%$890.8K$1.0M+$144.7K2026-11-09
Bdfs Capital LLC
DECREASED24,69026,492-1,802-7%$1.1M$1.0M-$117.3K2026-10-14
Citigroup Inc
INCREASED19,34717,763+1,584+9%$759.7K$795.9K+$36.2K2026-11-04
Brookstone Capital Management
INCREASED18,29710,315+7,982+77%$441.2K$752.7K+$311.6K2026-10-22
Sutton Place Investors LLC
INCREASED18,20118,139+62+0%$775.8K$748.8K-$27.0K2026-10-20
Two West Capital Advisors LLC
INCREASED18,17317,915+258+1%$697.0K$754.2K+$57.1K2026-10-15
Kane Co Wealth Management, Inc.
INCREASED17,75617,106+650+4%$731.6K$730.5K-$1.1K2026-11-04
Capital Investment Advisory Services, LLC
INCREASED17,31816,437+881+5%$703.0K$715.0K+$12.0K2026-10-30
Outbound Financial Inc
DECREASED13,36314,816-1,453-10%$633.7K$549.7K-$83.9K2026-10-13
Truist Financial Corp
INCREASED13,32912,050+1,279+11%$515.4K$548.4K+$33.0K2026-10-30
Maryland Capital Advisors Inc.
INCREASED12,94512,941+4+0%$553.5K$532.6K-$20.9K2026-10-15
Pacific Asset Management, LLC
INCREASED12,52912,472+57+0%$533.4K$515.5K-$18.0K2026-10-15
Signaturefd, LLC
INCREASED11,82310,419+1,404+13%$445.6K$486.4K+$40.8K2026-10-23
Firethorn Wealth Partners, LLC
DECREASED11,50911,575-66-1%$495.1K$473.5K-$21.6K2026-10-14
Creative Planning
INCREASED11,21711,019+198+2%$471.3K$461.5K-$9.8K2026-11-02
Great Valley Advisor Group, Inc.
INCREASED10,9098,767+2,142+24%$374.7K$449.1K+$74.5K2026-11-09
Global Financial Private Client, LLC
INCREASED10,6878,442+2,245+27%$361.1K$439.7K+$78.6K2026-10-15
Triad Wealth Partners, LLC
INCREASED9,9959,179+816+9%$361.5K$411.2K+$49.7K2026-10-26
Vestment Financial LLC
INCREASED9,2589,255+3+0%$385.9K$379.4K-$6.5K2026-10-13
RCS Financial Planning, LLC
DECREASED9,17010,357-1,187-11%$443.0K$377.2K-$65.7K2026-10-14
Washington Trust Advisors, Inc.
INCREASED9,0699,023+46+1%$385.9K$373.1K-$12.8K2026-10-22
Cowa, LLC
NEW8,947—+8,947——$368.1K—2026-10-30
SAX Wealth Advisors, LLC
DECREASED8,7439,570-827-9%$323.4K$359.7K+$36.3K2026-10-13
Nwam LLC
INCREASED8,5588,414+144+2%$359.9K$352.1K-$7.8K2026-11-09
Approach Retirement Advisors, LLC
DECREASED8,5208,934-414-5%$382.1K$350.5K-$31.6K2026-10-22
LAM Group, Inc.
INCREASED7,7103,805+3,905+103%$162.7K$317.2K+$154.4K2026-10-26
Canvas Wealth Advisors, LLC
INCREASED6,7036,231+472+8%$266.5K$253.8K-$12.7K2026-11-02
Glass Jacobson Investment Advisors llc
INCREASED6,2456,149+96+2%$263.0K$256.9K-$6.1K2026-10-26
Tranquility Partners, LLC
NEW5,922—+5,922——$243.6K—2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED5,8815,576+305+5%$238.0K$242.0K+$4.0K2026-11-02
Granville Capital, Inc.
NEW5,614—+5,614——$231.0K—2026-11-05
Freedom Day Solutions, LLC
NEW4,922—+4,922——$202.5K—2026-10-20
Bank of Montreal
NEW4,707—+4,707——$193.6K—2026-11-09
Creative Financial Designs Inc
INCREASED4,1934,140+53+1%$177.1K$172.5K-$4.6K2026-11-04
RHL Group, LLC
INCREASED3,4811,643+1,838+112%$70.6K$143.2K+$72.6K2026-11-04
Bessemer Group Inc
UNCHANGED1,2571,25700%$54.0K$52.0K-$2.0K2026-11-09
Allworth Financial LP
UNCHANGED1,1331,13300%$48.5K$48.5K$02026-11-06
CX Institutional
DECREASED1,1001,140-40-4%$49$45.0K+$45.0K2026-10-02
IFG Advisory, LLC
DECREASED1,0412,208-1,167-53%$94.4K$42.8K-$51.6K2026-11-09
EverSource Wealth Advisors, LLC
DECREASED730847-117-14%$36.2K$30.0K-$6.2K2026-11-04
Pillar Financial Advisors, LLC
UNCHANGED57657600%$24.6K$23.7K-$9392026-10-21
Mather Group, Llc.
UNCHANGED50050000%$21.4K$20.6K-$8152026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED44844800%$19.2K$18.4K-$7302026-11-03
Triumph Capital Management
INCREASED366363+3+1%$15.5K$15.0K-$5042026-10-14
Ascentis Independent Advisors
NEW253—+253——$10.4K—2026-11-03
Archer Investment Corp
UNCHANGED14414400%$6.2K$5.9K-$2352026-11-05
Coston, McIsaac & Partners
UNCHANGED14114100%$6.0K$5.8K-$1712026-11-06
Fifth Third Bancorp
UNCHANGED10010000%$4.3K$4.1K-$1632026-11-05
CoreCap Advisors, LLC
UNCHANGED969600%$4.1K$3.9K-$1572026-10-08
Assetmark, Inc
NEW25—+25——$1.0K—2026-10-21
Compass Financial Management LLC
NEW5—+5——$206—2026-10-30
Root Financial Partners, LLC
NEW2—+2——$68—2026-10-21
FSA Wealth Partners, Inc.
CLOSED020,837-20,837-100%$891.2K$0-$891.2K2026-10-26
M Holdings Securities, Inc.
CLOSED014,350-14,350-100%$607$0-$6072026-11-03
Venture Visionary Partners LLC
CLOSED05,517-5,517-100%$236.0K$0-$236.0K2026-10-07
Tcfg Investment Advisors, LLC
CLOSED04,813-4,813-100%$205.9K$0-$205.9K2026-10-20
Bedel Financial Consulting, Inc.
CLOSED04,686-4,686-100%$200.4K$0-$200.4K2026-11-06
Beacon Pointe Advisors, LLC
N/A—341,655-341,655-100%$14.6M———
Vestmark Advisory Solutions, Inc.
N/A—238,019-238,019-100%$10.2M———
von Borstel & Associates, Inc.
N/A—223,277-223,277-100%$9.5M———
Mercer Global Advisors Inc
N/A—198,248-198,248-100%$8.5M———
Envestnet Asset Management Inc
N/A—182,687-182,687-100%$7.8M———
Jane Street Group, LLC
N/A—140,838-140,838-100%$6.0M———
Mariner, LLC
N/A—133,413-133,413-100%$5.7M———
Osaic Holdings, Inc.
N/A—99,612-99,612-100%$4.3M———
NewEdge Advisors, LLC
N/A—93,795-93,795-100%$4.0M———
Integrated Wealth Concepts LLC
N/A—92,909-92,909-100%$4.0M———
Fischer Investment Strategies, LLC
N/A—88,719-88,719-100%$3.8M———
Bank of America Corp
N/A—87,132-87,132-100%$3.7M———
Capstone Wealth Management, Inc.
N/A—79,009-79,009-100%$3.3M———
OneDigital Investment Advisors LLC
N/A—74,846-74,846-100%$3.2M———
Sequoia Financial Advisors, LLC
N/A—73,487-73,487-100%$3.1M———
Betterment LLC
N/A—62,846-62,846-100%$2.7M———
JPMorgan Chase & Co
N/A—57,334-57,334-100%$2.4M———
UBS Asset Management Americas LLC
N/A—56,218-56,218-100%$2.4M———
Corus Family Wealth Advisors
N/A—55,570-55,570-100%$2.4M———
Wealthspire Advisors, LLC
N/A—50,449-50,449-100%$2.2M———
Orion Porfolio Solutions, LLC
N/A—47,510-47,510-100%$2.0M———
Applied Capital LLC
N/A—47,335-47,335-100%$2.0M———
HM Payson & Co
N/A—43,152-43,152-100%$1.8M———
UBS Group AG
N/A—41,174-41,174-100%$1.8M———
Goldman Sachs Group Inc
N/A—39,421-39,421-100%$1.7M———
WorthPointe, LLC
N/A—28,565-28,565-100%$1.2M———
Envision Financial Planning, LLC
N/A—28,359-28,359-100%$1.2M———
Pinney & Scofield, Inc.
N/A—23,602-23,602-100%$1.0M———
Daner Wealth Management, LLC
N/A—20,541-20,541-100%$845.7K———
Royal Bank of Canada
N/A—17,660-17,660-100%$755.0K———
HighTower Advisors, LLC
N/A—17,308-17,308-100%$740.3K———
Cerity Partners LLC
N/A—16,431-16,431-100%$702.8K———
Savvy Advisors, Inc.
N/A—16,176-16,176-100%$691.8K———
Vantage Point Financial LLC
N/A—15,984-15,984-100%$683.6K———
E-Wealth Partners, LLC
N/A—14,622-14,622-100%$625.4K———
Mission Hills Financial Advisory, LLC
N/A—12,335-12,335-100%$527.6K———
Wells Fargo & Company
N/A—12,229-12,229-100%$523.0K———
Broadhurst Jeffrey B
N/A—11,718-11,718-100%$501.2K———
Rehmann Capital Advisory Group
N/A—11,471-11,471-100%$490.6K———
Everest Private Wealth
N/A—10,502-10,502-100%$449.2K———
Old Mission Capital LLC
N/A—10,058-10,058-100%$430.2K———
Xcelsior Advisor Partners LLC
N/A—8,732-8,732-100%$373.5K———
Arrowroot Family Office, LLC
N/A—8,720-8,720-100%$373.0K———
SageView Advisory Group, LLC
N/A—7,020-7,020-100%$300.3K———
Nuveen, LLC
N/A—6,732-6,732-100%$287.9K———
Ausdal Financial Partners, Inc.
N/A—6,124-6,124-100%$261.9K———
Pasadena Private Wealth, LLC
N/A—6,123-6,123-100%$261.9K———
MML Investors Services, LLC
N/A—5,609-5,609-100%$239.9K———
GeoWealth Management, LLC
N/A—5,466-5,466-100%$233.8K———
Nalls Sherbakoff Group, LLC
N/A—3,362-3,362-100%$143.8K———
AE Wealth Management LLC
N/A—1,847-1,847-100%$79.0K———
O'shaughnessy Asset Management, LLC
N/A—1,051-1,051-100%$45.0K———
BFC Planning, Inc.
N/A—994-994-100%$42.5K———
Strategic Wealth Partners, Ltd.
N/A—517-517-100%$22.1K———
Millstone Evans Group, LLC
N/A—434-434-100%$18.6K———
Steward Partners Investment Advisory, LLC
N/A—400-400-100%$17.1K———
Topsail Wealth Management, LLC
N/A—260-260-100%$11.1K———
Northwestern Mutual Wealth Management Co
N/A—132-132-100%$5.6K———
Showing 150 of 150 institutions