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Dimensional International HI (DIHP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Savant Capital, LLC
INCREASED
Shares35,967,312 from 32,381,844
Change+3,585,468 (+11%)
Value$1.2B (+$105.8M)
Filed 2026-11-06
Forum Financial Management, LP
INCREASED
Shares6,435,165 from 6,360,733
Change+74,432 (+1%)
Value$216.8M (-$259.3K)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares3,298,982 from 3,040,147
Change+258,835 (+9%)
Value$111.1M (+$7.4M)
Filed 2026-11-06
Kestra Investment Management, LLC
INCREASED
Shares3,171,041 from 3,071,494
Change+99,547 (+3%)
Value$106.8M (+$2.0M)
Filed 2026-11-04
Modera Wealth Management, LLC
INCREASED
Shares2,287,090 from 2,068,448
Change+218,642 (+11%)
Value$77.1M (+$6.5M)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares2,169,372 from 2,097,924
Change+71,448 (+3%)
Value$73.0M (+$1.4M)
Filed 2026-10-08
Foster Group, Inc.
INCREASED
Shares1,785,244 from 1,750,355
Change+34,889 (+2%)
Value$60.1M (+$414.0K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares1,627,629 from 1,546,186
Change+81,443 (+5%)
Value$54.8M (+$2.1M)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
DECREASED
Shares1,596,671 from 1,647,857
Change-51,186 (-3%)
Value$53.8M (-$2.4M)
Filed 2026-10-30
Aprio Wealth Management, LLC
DECREASED
Shares1,506,226 from 2,262,600
Change-756,374 (-33%)
Value$50.7M (-$26.5M)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares1,458,174 from 1,374,007
Change+84,167 (+6%)
Value$49.1M (+$2.2M)
Filed 2026-10-26
High Probability Advisors, LLC
INCREASED
Shares1,369,650 from 1,307,603
Change+62,047 (+5%)
Value$46.1M (+$1.5M)
Filed 2026-10-19
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares1,321,361 from 1,281,546
Change+39,815 (+3%)
Value$44.5M (+$783.9K)
Filed 2026-10-27
Financial Consulate, Inc
DECREASED
Shares1,299,895 from 1,301,772
Change-1,877 (0%)
Value$43.8M (-$629.5K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares977,447 from 207,182
Change+770,265 (+372%)
Value$32.9M (+$25.9M)
Filed 2026-11-02
Meredith Wealth Planning
DECREASED
Shares718,555 from 729,518
Change-10,963 (-1%)
Value$24.2M (-$686.7K)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
INCREASED
Shares653,738 from 642,789
Change+10,949 (+2%)
Value$22.0M (+$89.2K)
Filed 2026-10-16
Wealth Architects, LLC
INCREASED
Shares635,344 from 490,409
Change+144,935 (+30%)
Value$21.4M (+$4.7M)
Filed 2026-11-03
Websterrogers Financial Advisors, LLC
INCREASED
Shares610,384 from 591,850
Change+18,534 (+3%)
Value$20.6M (+$366.9K)
Filed 2026-11-02
True Wealth Design, LLC
INCREASED
Shares501,027 from 498,488
Change+2,539 (+1%)
Value$16.9M (-$131.3K)
Filed 2026-10-13
25 LLC
INCREASED
Shares483,445 from 466,978
Change+16,467 (+4%)
Value$16.3M (+$351.7K)
Filed 2026-10-13
Stolz & Associates, PS
INCREASED
Shares477,830 from 459,924
Change+17,906 (+4%)
Value$16.1M (+$403.2K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares471,362 from 447,338
Change+24,024 (+5%)
Value$15.9M (+$614.8K)
Filed 2026-10-08
Quadcap Wealth Management, LLC
INCREASED
Shares467,124 from 435,850
Change+31,274 (+7%)
Value$15.7M (+$864.0K)
Filed 2026-11-02
Three Arch Wealth Management LLC
INCREASED
Shares462,845 from 451,073
Change+11,772 (+3%)
Value$15.6M (+$200.4K)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares451,039 from 410,217
Change+40,822 (+10%)
Value$15.2M (+$1.2M)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
DECREASED
Shares450,841 from 482,643
Change-31,802 (-7%)
Value$15.2M (-$1.3M)
Filed 2026-10-09
Mills Wealth Advisors LLC
INCREASED
Shares433,542 from 415,841
Change+17,701 (+4%)
Value$14.6M (+$415.5K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares395,925 from 3,850
Change+392,075 (+10184%)
Value$13.5M (+$13.4M)
Filed 2026-11-06
Family Wealth Partners, LLC
INCREASED
Shares395,211 from 377,838
Change+17,373 (+5%)
Value$13.3M (+$420.9K)
Filed 2026-10-20
Fiduciary Financial Group, LLC
INCREASED
Shares368,235 from 350,601
Change+17,634 (+5%)
Value$12.4M (+$441.6K)
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
INCREASED
Shares364,851 from 346,240
Change+18,611 (+5%)
Value$12.3M (+$476.4K)
Filed 2026-11-05
United Wealth Management, LLC
INCREASED
Shares352,480 from 346,764
Change+5,716 (+2%)
Value$11.9M (+$41.7K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares347,194 from 328,395
Change+18,799 (+6%)
Value$11.7M (+$490.5K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
DECREASED
Shares333,428 from 335,627
Change-2,199 (-1%)
Value$11.2M (+$419.3K)
Filed 2026-10-13
Timonier Family Office, Ltd.
DECREASED
Shares317,986 from 318,388
Change-402 (0%)
Value$10.7M (-$152.0K)
Filed 2026-11-03
Discipline Wealth Solutions, LLC
DECREASED
Shares314,450 from 325,737
Change-11,287 (-3%)
Value$10.6M (-$522.0K)
Filed 2026-10-14
Oceanside Advisors LLC
INCREASED
Shares309,499 from 294,837
Change+14,662 (+5%)
Value$10.4M (+$365.7K)
Filed 2026-11-03
Meritas Wealth Management, LLC
INCREASED
Shares294,538 from 265,453
Change+29,085 (+11%)
Value$9.9M (+$864.4K)
Filed 2026-10-14
Navigoe, LLC
INCREASED
Shares283,321 from 278,019
Change+5,302 (+2%)
Value$9.5M (+$58.0K)
Filed 2026-11-04
Kaufman Rossin Wealth, LLC
INCREASED
Shares279,558 from 273,513
Change+6,045 (+2%)
Value$9.4M (+$114.8K)
Filed 2026-10-19
Voisard Asset Management Group, Inc.
INCREASED
Shares274,664 from 269,529
Change+5,135 (+2%)
Value$9.3M (+$55.8K)
Filed 2026-10-13
Emprise Bank
INCREASED
Shares261,356 from 230,056
Change+31,300 (+14%)
Value$8.8M (+$954.4K)
Filed 2026-10-07
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares252,674 from 280,196
Change-27,522 (-10%)
Value$8.5M (-$1.0M)
Filed 2026-10-13
HMV Wealth Advisors, LLC
INCREASED
Shares241,955 from 226,320
Change+15,635 (+7%)
Value$8.2M (+$428.3K)
Filed 2026-10-27
Integrity Advisory Solutions, LLC
DECREASED
Shares237,579 from 313,491
Change-75,912 (-24%)
Value$8.0M (-$2.7M)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares236,376 from 231,917
Change+4,459 (+2%)
Value$8.0M (+$49.3K)
Filed 2026-10-13
Wealth Advisors Northwest LLC
INCREASED
Shares222,849 from 206,690
Change+16,159 (+8%)
Value$7.5M (+$454.5K)
Filed 2026-10-29
Northwest Wealth Management, LLC
INCREASED
Shares222,129 from 205,217
Change+16,912 (+8%)
Value$7.5M (+$480.5K)
Filed 2026-10-30
SeedSafe Financial LLC
INCREASED
Shares217,340 from 200,796
Change+16,544 (+8%)
Value$7.3M (+$470.3K)
Filed 2026-11-02
Foundation Wealth Management, Llc\pa
INCREASED
Shares213,661 from 189,520
Change+24,141 (+13%)
Value$7.2M (+$730.9K)
Filed 2026-10-14
Foundry Financial LLC
INCREASED
Shares211,976 from 170,606
Change+41,370 (+24%)
Value$7.1M (+$1.3M)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares203,691 from 193,872
Change+9,819 (+5%)
Value$6.9M (+$377.9K)
Filed 2026-10-27
Master's Wealth Management Inc.
INCREASED
Shares196,392 from 179,208
Change+17,184 (+10%)
Value$6.6M (+$501.0K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares195,756 from 188,536
Change+7,220 (+4%)
Value$6.6M (+$161.3K)
Filed 2026-11-06
MB Generational Wealth, LLC
INCREASED
Shares192,511 from 191,803
Change+708 (+0%)
Value$6.5M (-$59.6K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares188,451 from 201,010
Change-12,559 (-6%)
Value$6.3M (-$510.5K)
Filed 2026-11-02
Integrity Alliance, Llc.
DECREASED
Shares172,853 from 230,650
Change-57,797 (-25%)
Value$5.8M (-$2.0M)
Filed 2026-10-29
BetterWealth, LLC
DECREASED
Shares162,760 from 164,305
Change-1,545 (-1%)
Value$5.5M (-$123.5K)
Filed 2026-10-15
Friday Financial
INCREASED
Shares146,327 from 115,752
Change+30,575 (+26%)
Value$4.9M (+$950.7K)
Filed 2026-10-09
HBE Wealth Management, LLC
INCREASED
Shares144,892 from 130,887
Change+14,005 (+11%)
Value$4.9M (+$414.9K)
Filed 2026-11-06
Vestment Financial LLC
INCREASED
Shares140,521 from 139,964
Change+557 (+0%)
Value$4.7M (-$45.7K)
Filed 2026-10-13
Tableaux LLC
INCREASED
Shares139,826 from 139,118
Change+708 (+1%)
Value$4.7M (-$36.7K)
Filed 2026-10-23
Waterfront Wealth Inc.
DECREASED
Shares136,521 from 137,777
Change-1,256 (-1%)
Value$4.7M (-$6.6K)
Filed 2026-11-03
Evanson Financial, LLC
INCREASED
Shares131,775 from 127,375
Change+4,400 (+3%)
Value$4.4M (+$92.8K)
Filed 2026-10-23
Abel Hall, LLC
INCREASED
Shares119,705 from 118,309
Change+1,396 (+1%)
Value$4.0M (-$4.4K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares115,064 from 113,248
Change+1,816 (+2%)
Value$3.9M (+$11.9K)
Filed 2026-10-16
City State Bank
INCREASED
Shares104,670 from 91,191
Change+13,479 (+15%)
Value$3.5M (+$414.4K)
Filed 2026-10-20
Ferguson Johnson Wealth Management Inc
INCREASED
Shares100,990 from 100,741
Change+249 (+0%)
Value$3.4M (-$34.7K)
Filed 2026-11-05
Tortoise Investment Management, LLC
UNCHANGED
Shares98,742 from 98,742
Change0 (0%)
Value$3.3M (-$43.0K)
Filed 2026-11-06
CSP Financial Group, LLC
DECREASED
Shares95,350 from 96,610
Change-1,260 (-1%)
Value$3.2M (-$84.5K)
Filed 2026-10-26
Kane Co Wealth Management, Inc.
INCREASED
Shares93,772 from 89,474
Change+4,298 (+5%)
Value$3.2M (+$105.9K)
Filed 2026-11-04
Sollinda Capital Management LLC
INCREASED
Shares89,326 from 74,933
Change+14,393 (+19%)
Value$3.0M (+$452.3K)
Filed 2026-11-09
CPA Asset Management Group, LLC
DECREASED
Shares88,128 from 111,518
Change-23,390 (-21%)
Value$3.0M (-$836.5K)
Filed 2026-10-26
Austin Asset Management Co Inc
DECREASED
Shares86,321 from 87,181
Change-860 (-1%)
Value$2.9M (-$66.9K)
Filed 2026-10-29
RFG Advisory, LLC
DECREASED
Shares84,962 from 89,823
Change-4,861 (-5%)
Value$2.9M (-$202.9K)
Filed 2026-11-03
Altiora Financial Group, LLC
DECREASED
Shares83,309 from 93,873
Change-10,564 (-11%)
Value$2.8M (-$396.7K)
Filed 2026-11-04
Index Fund Advisors, Inc.
INCREASED
Shares76,549 from 65,909
Change+10,640 (+16%)
Value$2.6M (+$329.8K)
Filed 2026-11-05
Midwest Heritage Bank, FSB
DECREASED
Shares75,218 from 75,892
Change-674 (-1%)
Value$2.5M (-$55.7K)
Filed 2026-10-26
Torren Management, LLC
INCREASED
Shares75,064 from 73,922
Change+1,142 (+2%)
Value$2.5M (+$6.3K)
Filed 2026-10-29
RAM Investment Partners, LLC
INCREASED
Shares74,715 from 73,790
Change+925 (+1%)
Value$2.5M (-$936)
Filed 2026-10-21
Nwam LLC
DECREASED
Shares74,548 from 75,048
Change-500 (-1%)
Value$2.5M (-$49.5K)
Filed 2026-11-09
Acorn Wealth Advisors, LLC
INCREASED
Shares68,177 from 59,436
Change+8,741 (+15%)
Value$2.3M (+$268.6K)
Filed 2026-10-19
Drive Wealth Management, LLC
DECREASED
Shares67,808 from 71,333
Change-3,525 (-5%)
Value$2.3M (-$149.8K)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED
Shares66,936 from 63,732
Change+3,204 (+5%)
Value$2.3M (+$80.2K)
Filed 2026-10-26
SC&H Financial Advisors, Inc.
INCREASED
Shares60,652 from 60,599
Change+53 (+0%)
Value$2.0M (-$24.6K)
Filed 2026-10-14
Strategent Financial, LLC
INCREASED
Shares58,449 from 54,738
Change+3,711 (+7%)
Value$2.0M (+$101.2K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares53,379 from 63,054
Change-9,675 (-15%)
Value$1.8M (-$353.4K)
Filed 2026-11-02
BluePrint Investing LLC
INCREASED
Shares52,484 from 51,951
Change+533 (+1%)
Value$1.8M (-$4.6K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares51,959 from 47,659
Change+4,300 (+9%)
Value$1.8M (+$124.2K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares47,903 from 47,955
Change-52 (0%)
Value$1.6M (-$22.0K)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares45,230 from 39,901
Change+5,329 (+13%)
Value$1.5M (+$162.2K)
Filed 2026-10-16
Bdfs Capital LLC
DECREASED
Shares44,672 from 48,458
Change-3,786 (-8%)
Value$1.5M (-$148.6K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
DECREASED
Shares44,535 from 45,592
Change-1,057 (-2%)
Value$1.5M (-$55.4K)
Filed 2026-10-22
Breakwater Capital Group
INCREASED
Shares43,815 from 43,269
Change+546 (+1%)
Value$1.5M (-$434)
Filed 2026-10-09
Everest Financial Group LLC
INCREASED
Shares43,170 from 42,111
Change+1,059 (+3%)
Value$1.5M (+$17.4K)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares43,040 from 9,303
Change+33,737 (+363%)
Value$1.5M (+$1.1M)
Filed 2026-10-22
Mraz, Amerine & Associates, Inc.
DECREASED
Shares43,009 from 43,154
Change-145 (0%)
Value$1.4M (-$23.7K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares42,029 from 42,021
Change+8 (+0%)
Value$1.4M (-$18.0K)
Filed 2026-11-04
Belleair Asset Management, LLC
INCREASED
Shares41,603 from 33,585
Change+8,018 (+24%)
Value$1.4M (+$255.5K)
Filed 2026-11-03
AA Financial Advisors, LLC
DECREASED
Shares41,464 from 68,165
Change-26,701 (-39%)
Value$1.4M (-$929.2K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares41,416 from 22,403
Change+19,013 (+85%)
Value$1.4M (+$630.8K)
Filed 2026-10-22
Sutton Place Investors LLC
INCREASED
Shares40,675 from 40,642
Change+33 (+0%)
Value$1.4M (-$16.6K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares39,372 from 38,078
Change+1,294 (+3%)
Value$1.3M (+$27.0K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares37,553 from 35,767
Change+1,786 (+5%)
Value$1.3M (+$49.0K)
Filed 2026-10-30
Two West Capital Advisors LLC
INCREASED
Shares36,520 from 36,007
Change+513 (+1%)
Value$1.2M (+$23.3K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares36,077 from 30,793
Change+5,284 (+17%)
Value$1.2M (+$164.6K)
Filed 2026-10-28
Approach Retirement Advisors, LLC
DECREASED
Shares31,291 from 31,608
Change-317 (-1%)
Value$1.1M (-$24.5K)
Filed 2026-10-22
Vestia Personal Wealth Advisors
INCREASED
Shares30,813 from 11,492
Change+19,321 (+168%)
Value$1.0M (+$645.9K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares30,073 from 27,350
Change+2,723 (+10%)
Value$1.0M (+$79.8K)
Filed 2026-11-04
Archford Capital Strategies, LLC
DECREASED
Shares28,725 from 118,178
Change-89,453 (-76%)
Value$967.8K (-$3.1M)
Filed 2026-10-19
Andrews, Lucia Wealth Management LLC
INCREASED
Shares27,636 from 25,714
Change+1,922 (+7%)
Value$931.1K (+$53.6K)
Filed 2026-11-02
Poinciana Advisors Group, LLC
INCREASED
Shares27,484 from 24,729
Change+2,755 (+11%)
Value$925.9K (+$82.1K)
Filed 2026-11-06
Cogent Strategic Wealth LLC
INCREASED
Shares27,353 from 26,438
Change+915 (+3%)
Value$921.5K (+$19.3K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares27,342 from 28,449
Change-1,107 (-4%)
Value$921.2K (-$49.7K)
Filed 2026-10-21
Riverchase Wealth Management, LLC
UNCHANGED
Shares26,681 from 26,681
Change0 (0%)
Value$898.9K (-$11.6K)
Filed 2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED
Shares25,385 from 213,050
Change-187,665 (-88%)
Value$855.2K (-$6.4M)
Filed 2026-10-09
Investmark Advisory Group LLC
INCREASED
Shares24,630 from 24,584
Change+46 (+0%)
Value$829.8K (-$9.1K)
Filed 2026-10-27
Granville Capital, Inc.
NEW
Shares24,062
Change+24,062
Value$810.6K
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares23,684 from 23,657
Change+27 (+0%)
Value$797.9K (-$9.4K)
Filed 2026-10-23
Maryland Capital Advisors Inc.
INCREASED
Shares23,552 from 21,871
Change+1,681 (+8%)
Value$793.5K (+$47.1K)
Filed 2026-10-15
Diversify Advisory Services, LLC
INCREASED
Shares23,217 from 22,791
Change+426 (+2%)
Value$791.7K (+$18.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares23,217 from 22,791
Change+426 (+2%)
Value$791.7K (+$18.2K)
Filed 2026-10-20
Bluedoor Private Wealth, LLC
UNCHANGED
Shares23,090 from 23,090
Change0 (0%)
Value$777.9K (-$10.0K)
Filed 2026-11-05
International Private Wealth Advisors LLC
INCREASED
Shares22,711 from 20,282
Change+2,429 (+12%)
Value$765.1K (+$73.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,492 from 17,191
Change+5,301 (+31%)
Value$757.8K (+$171.7K)
Filed 2026-10-13
Outbound Financial Inc
DECREASED
Shares22,352 from 26,007
Change-3,655 (-14%)
Value$753.1K (-$134.5K)
Filed 2026-10-13
Freedom Day Solutions, LLC
DECREASED
Shares21,969 from 22,675
Change-706 (-3%)
Value$740.1K (-$33.6K)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
INCREASED
Shares21,667 from 21,490
Change+177 (+1%)
Value$730.0K (-$3.4K)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares21,581 from 19,255
Change+2,326 (+12%)
Value$727.1K (+$70.0K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
DECREASED
Shares20,470 from 24,806
Change-4,336 (-17%)
Value$689.6K (-$156.9K)
Filed 2026-10-29
Triad Wealth Partners, LLC
INCREASED
Shares19,981 from 18,489
Change+1,492 (+8%)
Value$673.1K (+$32.9K)
Filed 2026-10-26
Global Financial Private Client, LLC
INCREASED
Shares19,945 from 16,717
Change+3,228 (+19%)
Value$671.9K (+$101.5K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares19,461 from 18,491
Change+970 (+5%)
Value$655.6K (+$24.6K)
Filed 2026-10-30
Apollon Wealth Management, LLC
INCREASED
Shares19,158 from 19,153
Change+5 (+0%)
Value$645.4K (-$8.2K)
Filed 2026-10-23
Matauro, LLC
NEW
Shares18,916
Change+18,916
Value$637.3K
Filed 2026-11-03
Tranquility Partners, LLC
INCREASED
Shares18,610 from 13,290
Change+5,320 (+40%)
Value$627.0K (+$173.5K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares18,380 from 17,440
Change+940 (+5%)
Value$619.2K (+$24.7K)
Filed 2026-10-09
Clark Asset Management, LLC
DECREASED
Shares17,650 from 19,495
Change-1,845 (-9%)
Value$594.6K (-$70.6K)
Filed 2026-10-19
Ifrah Financial Services, Inc.
DECREASED
Shares17,352 from 17,537
Change-185 (-1%)
Value$584.6K (-$13.8K)
Filed 2026-10-13
Lauterbach Financial Advisors, LLC
INCREASED
Shares17,000 from 16,641
Change+359 (+2%)
Value$572.7K (+$4.9K)
Filed 2026-10-21
Gemmer Asset Management LLC
INCREASED
Shares16,440 from 15,695
Change+745 (+5%)
Value$553.9K (+$18.3K)
Filed 2026-10-16
Canvas Wealth Advisors, LLC
INCREASED
Shares14,679 from 13,869
Change+810 (+6%)
Value$504.2K (+$30.9K)
Filed 2026-11-02
Bedel Financial Consulting, Inc.
INCREASED
Shares13,990 from 12,918
Change+1,072 (+8%)
Value$471.3K (+$30.5K)
Filed 2026-11-06
HB Wealth Management, LLC
NEW
Shares12,448
Change+12,448
Value$419.4K
Filed 2026-10-23
GEM Asset Management, LLC
INCREASED
Shares12,050 from 11,996
Change+54 (+0%)
Value$406.0K (-$3.4K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares12,018 from 9,213
Change+2,805 (+30%)
Value$404.9K (+$90.5K)
Filed 2026-10-29
Donalies Financial Planning, LLC
INCREASED
Shares11,795 from 11,783
Change+12 (+0%)
Value$397.4K (-$4.7K)
Filed 2026-10-19
Nova R Wealth, Inc.
INCREASED
Shares11,190 from 11,139
Change+51 (+0%)
Value$377.0K (-$3.1K)
Filed 2026-10-26
Aerodigm Wealth, LLC
INCREASED
Shares11,187 from 10,617
Change+570 (+5%)
Value$376.9K (+$14.6K)
Filed 2026-10-16
Elevate Wealth Advisory, Inc
INCREASED
Shares11,107 from 10,823
Change+284 (+3%)
Value$374.2K (+$4.9K)
Filed 2026-10-29
Forteris Wealth Management Inc.
UNCHANGED
Shares10,815 from 10,815
Change0 (0%)
Value$364.4K (-$4.7K)
Filed 2026-10-13
Unison Advisors LLC
INCREASED
Shares10,661 from 10,657
Change+4 (+0%)
Value$359.2K (-$4.5K)
Filed 2026-10-29
Dixon Fnancial Services, Inc.
INCREASED
Shares10,406 from 9,768
Change+638 (+7%)
Value$350.6K (+$17.2K)
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares9,921 from 8,292
Change+1,629 (+20%)
Value$334.2K (+$51.3K)
Filed 2026-11-03
Venture Visionary Partners LLC
DECREASED
Shares9,535 from 11,993
Change-2,458 (-20%)
Value$321.2K (-$88.0K)
Filed 2026-10-07
Mattern Wealth Management LLC
UNCHANGED
Shares9,218 from 9,218
Change0 (0%)
Value$310.6K (-$4.0K)
Filed 2026-11-04
Root Financial Partners, LLC
INCREASED
Shares8,864 from 6,092
Change+2,772 (+46%)
Value$298.6K (+$90.7K)
Filed 2026-10-21
Global Trust Asset Management, LLC
UNCHANGED
Shares8,776 from 8,776
Change0 (0%)
Value$295.7K (-$3.8K)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares8,608 from 6,630
Change+1,978 (+30%)
Value$290.0K (+$63.8K)
Filed 2026-11-04
Ballast Rock Private Wealth LLC
DECREASED
Shares8,568 from 8,594
Change-26 (0%)
Value$288.7K (-$4.6K)
Filed 2026-10-26
Quad-Cities Investment Group, LLC
INCREASED
Shares8,521 from 8,323
Change+198 (+2%)
Value$287.1K (+$3.0K)
Filed 2026-10-16
Tufton Capital Management
NEW
Shares7,958
Change+7,958
Value$268.0K
Filed 2026-10-20
Lynx Investment Advisory
INCREASED
Shares7,857 from 7,270
Change+587 (+8%)
Value$264.7K (+$16.6K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED
Shares7,793 from 7,793
Change0 (0%)
Value$262.5K (-$3.4K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares7,740
Change+7,740
Value$264.0K
Filed 2026-11-03
First Financial Group Corp
INCREASED
Shares7,713 from 7,561
Change+152 (+2%)
Value$259.9K (+$1.8K)
Filed 2026-10-22
Beacon Financial Advisory LLC
INCREASED
Shares7,686 from 6,596
Change+1,090 (+17%)
Value$258.9K (+$33.9K)
Filed 2026-10-16
Stewardship Advisors, LLC
INCREASED
Shares7,654 from 7,458
Change+196 (+3%)
Value$257.9K (+$3.4K)
Filed 2026-10-20
Capstone Wealth Management, LLC
INCREASED
Shares7,558 from 7,465
Change+93 (+1%)
Value$254.6K (-$131)
Filed 2026-11-02
AWM Capital, LLC
INCREASED
Shares7,546 from 7,512
Change+34 (+0%)
Value$254.2K (-$2.1K)
Filed 2026-10-16
Diversified Trust Co
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$252.7K (-$3.3K)
Filed 2026-11-06
Syverson Strege & Co
UNCHANGED
Shares7,396 from 7,396
Change0 (0%)
Value$249.2K (-$3.2K)
Filed 2026-11-02
Burk Holdings LLC
INCREASED
Shares7,344 from 1,982
Change+5,362 (+271%)
Value$247.4K (+$179.8K)
Filed 2026-11-05
Legacy Financial Group, Inc.
UNCHANGED
Shares7,076 from 7,076
Change0 (0%)
Value$238.4K (-$3.1K)
Filed 2026-10-21
RCS Financial Planning, LLC
DECREASED
Shares7,000 from 10,009
Change-3,009 (-30%)
Value$235.8K (-$105.8K)
Filed 2026-10-14
Shearwater Capital LLC
UNCHANGED
Shares6,978 from 6,978
Change0 (0%)
Value$235.1K (-$3.0K)
Filed 2026-10-13
Noble Family Wealth, LLC
UNCHANGED
Shares6,938 from 6,938
Change0 (0%)
Value$233.7K (-$3.0K)
Filed 2026-10-26
Compound Planning, Inc.
INCREASED
Shares6,521 from 6,241
Change+280 (+4%)
Value$219.7K (+$6.7K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
NEW
Shares6,164
Change+6,164
Value$207.7K
Filed 2026-10-16
Factor Wealth Management LTD
UNCHANGED
Shares6,068 from 6,068
Change0 (0%)
Value$204.4K (-$2.6K)
Filed 2026-10-08
Compass Ion Advisors, LLC
NEW
Shares5,972
Change+5,972
Value$201.2K
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
DECREASED
Shares5,767 from 5,871
Change-104 (-2%)
Value$194.3K (-$6.1K)
Filed 2026-10-15
Angeles Wealth Management, LLC
DECREASED
Shares4,420 from 4,565
Change-145 (-3%)
Value$148.9K (-$6.9K)
Filed 2026-10-26
Parkside Financial Bank & Trust
UNCHANGED
Shares4,136 from 4,136
Change0 (0%)
Value$139.3K (-$1.8K)
Filed 2026-10-27
Phillips Financial Management, LLC
INCREASED
Shares4,091 from 1,216
Change+2,875 (+236%)
Value$137.8K (+$96.3K)
Filed 2026-10-19
Versant Capital Management, Inc
UNCHANGED
Shares3,546 from 3,546
Change0 (0%)
Value$119.5K (-$1.5K)
Filed 2026-10-02
Rossby Financial, LCC
INCREASED
Shares3,452 from 3,451
Change+1 (+0%)
Value$116.3K (-$1.5K)
Filed 2026-11-05
Milestone Investment Advisors LLC
UNCHANGED
Shares3,257 from 3,257
Change0 (0%)
Value$109.7K (-$1.4K)
Filed 2026-11-05
LAM Group, Inc.
INCREASED
Shares3,220 from 1,815
Change+1,405 (+77%)
Value$108.5K (+$46.5K)
Filed 2026-10-26
Jnba Financial Advisors
NEW
Shares2,367
Change+2,367
Value$79.7K
Filed 2026-11-03
Maseco LLP
INCREASED
Shares2,021 from 2,012
Change+9 (+0%)
Value$68.0K (-$657)
Filed 2026-10-27
CX Institutional
DECREASED
Shares1,950 from 3,218
Change-1,268 (-39%)
Value$66 (-$44)
Filed 2026-10-02
DecisionPoint Financial, LLC
INCREASED
Shares1,899 from 1,058
Change+841 (+79%)
Value$63.6K (+$27.8K)
Filed 2026-10-27
RHL Group, LLC
INCREASED
Shares1,619 from 1,518
Change+101 (+7%)
Value$54.6K (+$2.9K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares1,596 from 1,596
Change0 (0%)
Value$53.8K (-$128)
Filed 2026-10-26
American Capital Advisory, LLC
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$51.4K (-$663)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$44.1K (-$569)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$39.7K (-$512)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$29.5K (-$381)
Filed 2026-10-22
AlphaCore Capital LLC
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$27.7K (-$358)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares811
Change+811
Value$27.3K
Filed 2026-10-27
IFG Advisory, LLC
DECREASED
Shares573 from 5,768
Change-5,195 (-90%)
Value$19.3K (-$177.5K)
Filed 2026-11-09
Hurley Capital, LLC
INCREASED
Shares446 from 445
Change+1 (+0%)
Value$15.0K (-$125)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$12.1K (-$155)
Filed 2026-10-28
Team Financial Group, LLC
NEW
Shares330
Change+330
Value$11.1K
Filed 2026-10-30
Gleason Group, Inc.
INCREASED
Shares298 from 297
Change+1 (+0%)
Value$10.0K (-$83)
Filed 2026-10-15
Key Capital Management, Inc
NEW
Shares217
Change+217
Value$7.3K
Filed 2026-11-03
Coston, McIsaac & Partners
INCREASED
Shares212 from 211
Change+1 (+0%)
Value$7.2K (+$7.1K)
Filed 2026-11-06
Kings Path Partners LLC
INCREASED
Shares164 from 141
Change+23 (+16%)
Value$5.5K (+$713)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares146
Change+146
Value$4.9K
Filed 2026-11-03
Larson Financial Group LLC
NEW
Shares143
Change+143
Value$4.8K
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares130
Change+130
Value$4.4K
Filed 2026-10-15
IFP Advisors, Inc
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$4.3K (-$56)
Filed 2026-10-16
Triumph Capital Management
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$3.7K (-$48)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$3.3K (-$43)
Filed 2026-10-15
Horizon Financial Services, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$3.2K (-$41)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$2.6K (-$22)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.1K (-$14)
Filed 2026-10-13
Compass Financial Management LLC
NEW
Shares11
Change+11
Value$371
Filed 2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$236 (-$3)
Filed 2026-11-02
Arlington Trust Co LLC
DECREASED
Shares1 from 2,871
Change-2,870 (-100%)
Value$34 (-$97.9K)
Filed 2026-10-20
M Holdings Securities, Inc.
CLOSED
Shares0 from 23,977
Change-23,977 (-100%)
Value$0 (-$827)
Filed 2026-11-03
Mainsail Asset Management, LLC
CLOSED
Shares0 from 14,661
Change-14,661 (-100%)
Value$0 (-$496.1K)
Filed 2026-10-14
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 10,001
Change-10,001 (-100%)
Value$0 (-$341.3K)
Filed 2026-10-20
Spire Wealth Management
CLOSED
Shares0 from 5,930
Change-5,930 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$18.5K)
Filed 2026-10-27
Robinswood Financial LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-20
Mercer Global Advisors Inc
N/A
Shares— from 35,612,854
Change-35,612,854 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,142,938
Change-17,142,938 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,261,652
Change-5,261,652 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,738,498
Change-4,738,498 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,734,675
Change-3,734,675 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,806,609
Change-2,806,609 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,971,505
Change-1,971,505 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,864,060
Change-1,864,060 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,719,319
Change-1,719,319 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,015,572
Change-1,015,572 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,013,239
Change-1,013,239 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 866,509
Change-866,509 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 722,192
Change-722,192 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 648,675
Change-648,675 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 527,312
Change-527,312 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 505,800
Change-505,800 (-100%)
Value—
UBS Group AG
N/A
Shares— from 472,730
Change-472,730 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 465,818
Change-465,818 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 440,928
Change-440,928 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 438,588
Change-438,588 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 379,557
Change-379,557 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 316,878
Change-316,878 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 287,426
Change-287,426 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 248,733
Change-248,733 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 243,952
Change-243,952 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 242,411
Change-242,411 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 212,499
Change-212,499 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 200,663
Change-200,663 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 196,162
Change-196,162 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 176,476
Change-176,476 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 174,666
Change-174,666 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 172,296
Change-172,296 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 170,073
Change-170,073 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 168,499
Change-168,499 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 162,388
Change-162,388 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 160,776
Change-160,776 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 159,064
Change-159,064 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 154,030
Change-154,030 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 150,704
Change-150,704 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 143,419
Change-143,419 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 135,978
Change-135,978 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 133,996
Change-133,996 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 132,311
Change-132,311 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 127,429
Change-127,429 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 124,738
Change-124,738 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 118,359
Change-118,359 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 114,472
Change-114,472 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 106,622
Change-106,622 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 106,255
Change-106,255 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 105,307
Change-105,307 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 104,979
Change-104,979 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 100,939
Change-100,939 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 95,673
Change-95,673 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 91,234
Change-91,234 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 88,785
Change-88,785 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 88,225
Change-88,225 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 87,337
Change-87,337 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 80,433
Change-80,433 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 78,464
Change-78,464 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 77,414
Change-77,414 (-100%)
Value—
Betterment LLC
N/A
Shares— from 74,163
Change-74,163 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 73,052
Change-73,052 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 72,587
Change-72,587 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 70,880
Change-70,880 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 64,421
Change-64,421 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 63,929
Change-63,929 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 63,007
Change-63,007 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 61,708
Change-61,708 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 60,315
Change-60,315 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 53,244
Change-53,244 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 47,866
Change-47,866 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 46,944
Change-46,944 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 42,785
Change-42,785 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 38,352
Change-38,352 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 37,399
Change-37,399 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 37,317
Change-37,317 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 36,041
Change-36,041 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 29,334
Change-29,334 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 28,336
Change-28,336 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 28,158
Change-28,158 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 27,096
Change-27,096 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 25,620
Change-25,620 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 24,444
Change-24,444 (-100%)
Value—
FMR LLC
N/A
Shares— from 21,906
Change-21,906 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 21,850
Change-21,850 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 21,058
Change-21,058 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,947
Change-16,947 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,646
Change-16,646 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 16,396
Change-16,396 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 15,924
Change-15,924 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 15,253
Change-15,253 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,133
Change-15,133 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 14,369
Change-14,369 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,269
Change-14,269 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,062
Change-13,062 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,697
Change-12,697 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 11,751
Change-11,751 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 11,613
Change-11,613 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 11,557
Change-11,557 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 11,319
Change-11,319 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,306
Change-10,306 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,289
Change-10,289 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 10,276
Change-10,276 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,171
Change-10,171 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 9,829
Change-9,829 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,686
Change-9,686 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,290
Change-9,290 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,163
Change-9,163 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 9,131
Change-9,131 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,541
Change-8,541 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 8,443
Change-8,443 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,135
Change-8,135 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,130
Change-8,130 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,693
Change-7,693 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,609
Change-7,609 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 7,394
Change-7,394 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,351
Change-7,351 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,198
Change-7,198 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
Centennial Bank
N/A
Shares— from 5,426
Change-5,426 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 769
Change-769 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 661
Change-661 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 434
Change-434 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 373
Change-373 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 338
Change-338 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 144
Change-144 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 129
Change-129 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 34
Change-34 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1
Change-1 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 0
Change0
Value—
Status
Savant Capital, LLC
INCREASED35,967,31232,381,844+3,585,468+11%$1.1B$1.2B+$105.8M2026-11-06
Forum Financial Management, LP
INCREASED6,435,1656,360,733+74,432+1%$217.1M$216.8M-$259.3K2026-10-16
Clearstead Advisors, LLC
INCREASED3,298,9823,040,147+258,835+9%$103.7M$111.1M+$7.4M2026-11-06
Kestra Investment Management, LLC
INCREASED3,171,0413,071,494+99,547+3%$104.8M$106.8M+$2.0M2026-11-04
Modera Wealth Management, LLC
INCREASED2,287,0902,068,448+218,642+11%$70.6M$77.1M+$6.5M2026-10-28
Apella Capital, LLC
INCREASED2,169,3722,097,924+71,448+3%$71.6M$73.0M+$1.4M2026-10-08
Foster Group, Inc.
INCREASED1,785,2441,750,355+34,889+2%$59.7M$60.1M+$414.0K2026-10-13
Assetmark, Inc
INCREASED1,627,6291,546,186+81,443+5%$52.8M$54.8M+$2.1M2026-10-21
TCI Wealth Advisors, Inc.
DECREASED1,596,6711,647,857-51,186-3%$56.2M$53.8M-$2.4M2026-10-30
Aprio Wealth Management, LLC
DECREASED1,506,2262,262,600-756,374-33%$77.2M$50.7M-$26.5M2026-10-28
Park Avenue Securities LLC
INCREASED1,458,1741,374,007+84,167+6%$46.9M$49.1M+$2.2M2026-10-26
High Probability Advisors, LLC
INCREASED1,369,6501,307,603+62,047+5%$44.6M$46.1M+$1.5M2026-10-19
Petersen Hastings Wealth Advisors Inc.
INCREASED1,321,3611,281,546+39,815+3%$43.7M$44.5M+$783.9K2026-10-27
Financial Consulate, Inc
DECREASED1,299,8951,301,772-1,8770%$44.4M$43.8M-$629.5K2026-10-23
Kestra Advisory Services, LLC
INCREASED977,447207,182+770,265+372%$7.1M$32.9M+$25.9M2026-11-02
Meredith Wealth Planning
DECREASED718,555729,518-10,963-1%$24.9M$24.2M-$686.7K2026-10-14
DiNuzzo Private Wealth, Inc.
INCREASED653,738642,789+10,949+2%$21.9M$22.0M+$89.2K2026-10-16
Wealth Architects, LLC
INCREASED635,344490,409+144,935+30%$16.7M$21.4M+$4.7M2026-11-03
Websterrogers Financial Advisors, LLC
INCREASED610,384591,850+18,534+3%$20.2M$20.6M+$366.9K2026-11-02
True Wealth Design, LLC
INCREASED501,027498,488+2,539+1%$17.0M$16.9M-$131.3K2026-10-13
25 LLC
INCREASED483,445466,978+16,467+4%$15.9M$16.3M+$351.7K2026-10-13
Stolz & Associates, PS
INCREASED477,830459,924+17,906+4%$15.7M$16.1M+$403.2K2026-11-05
Farther Finance Advisors, LLC
INCREASED471,362447,338+24,024+5%$15.3M$15.9M+$614.8K2026-10-08
Quadcap Wealth Management, LLC
INCREASED467,124435,850+31,274+7%$14.9M$15.7M+$864.0K2026-11-02
Three Arch Wealth Management LLC
INCREASED462,845451,073+11,772+3%$15.4M$15.6M+$200.4K2026-10-20
LPL Financial LLC
INCREASED451,039410,217+40,822+10%$14.0M$15.2M+$1.2M2026-11-06
Market Street Wealth Management Advisors LLC
DECREASED450,841482,643-31,802-7%$16.5M$15.2M-$1.3M2026-10-09
Mills Wealth Advisors LLC
INCREASED433,542415,841+17,701+4%$14.2M$14.6M+$415.5K2026-10-22
Allworth Financial LP
INCREASED395,9253,850+392,075+10184%$131.4K$13.5M+$13.4M2026-11-06
Family Wealth Partners, LLC
INCREASED395,211377,838+17,373+5%$12.9M$13.3M+$420.9K2026-10-20
Fiduciary Financial Group, LLC
INCREASED368,235350,601+17,634+5%$12.0M$12.4M+$441.6K2026-10-13
Brady Martz Wealth Solutions, LLC
INCREASED364,851346,240+18,611+5%$11.8M$12.3M+$476.4K2026-11-05
United Wealth Management, LLC
INCREASED352,480346,764+5,716+2%$11.8M$11.9M+$41.7K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED347,194328,395+18,799+6%$11.2M$11.7M+$490.5K2026-10-16
SAX Wealth Advisors, LLC
DECREASED333,428335,627-2,199-1%$10.8M$11.2M+$419.3K2026-10-13
Timonier Family Office, Ltd.
DECREASED317,986318,388-4020%$10.9M$10.7M-$152.0K2026-11-03
Discipline Wealth Solutions, LLC
DECREASED314,450325,737-11,287-3%$11.1M$10.6M-$522.0K2026-10-14
Oceanside Advisors LLC
INCREASED309,499294,837+14,662+5%$10.1M$10.4M+$365.7K2026-11-03
Meritas Wealth Management, LLC
INCREASED294,538265,453+29,085+11%$9.1M$9.9M+$864.4K2026-10-14
Navigoe, LLC
INCREASED283,321278,019+5,302+2%$9.5M$9.5M+$58.0K2026-11-04
Kaufman Rossin Wealth, LLC
INCREASED279,558273,513+6,045+2%$9.3M$9.4M+$114.8K2026-10-19
Voisard Asset Management Group, Inc.
INCREASED274,664269,529+5,135+2%$9.2M$9.3M+$55.8K2026-10-13
Emprise Bank
INCREASED261,356230,056+31,300+14%$7.9M$8.8M+$954.4K2026-10-07
Forvis Mazars Wealth Advisors, LLC
DECREASED252,674280,196-27,522-10%$9.6M$8.5M-$1.0M2026-10-13
HMV Wealth Advisors, LLC
INCREASED241,955226,320+15,635+7%$7.7M$8.2M+$428.3K2026-10-27
Integrity Advisory Solutions, LLC
DECREASED237,579313,491-75,912-24%$10.7M$8.0M-$2.7M2026-10-29
Dynamic Advisor Solutions LLC
INCREASED236,376231,917+4,459+2%$7.9M$8.0M+$49.3K2026-10-13
Wealth Advisors Northwest LLC
INCREASED222,849206,690+16,159+8%$7.1M$7.5M+$454.5K2026-10-29
Northwest Wealth Management, LLC
INCREASED222,129205,217+16,912+8%$7.0M$7.5M+$480.5K2026-10-30
SeedSafe Financial LLC
INCREASED217,340200,796+16,544+8%$6.9M$7.3M+$470.3K2026-11-02
Foundation Wealth Management, Llc\pa
INCREASED213,661189,520+24,141+13%$6.5M$7.2M+$730.9K2026-10-14
Foundry Financial LLC
INCREASED211,976170,606+41,370+24%$5.8M$7.1M+$1.3M2026-10-16
Chicago Partners Investment Group LLC
INCREASED203,691193,872+9,819+5%$6.5M$6.9M+$377.9K2026-10-27
Master's Wealth Management Inc.
INCREASED196,392179,208+17,184+10%$6.1M$6.6M+$501.0K2026-10-22
Merit Financial Group, LLC
INCREASED195,756188,536+7,220+4%$6.4M$6.6M+$161.3K2026-11-06
MB Generational Wealth, LLC
INCREASED192,511191,803+708+0%$6.5M$6.5M-$59.6K2026-11-09
Commonwealth Equity Services, LLC
DECREASED188,451201,010-12,559-6%$6.9M$6.3M-$510.5K2026-11-02
Integrity Alliance, Llc.
DECREASED172,853230,650-57,797-25%$7.9M$5.8M-$2.0M2026-10-29
BetterWealth, LLC
DECREASED162,760164,305-1,545-1%$5.6M$5.5M-$123.5K2026-10-15
Friday Financial
INCREASED146,327115,752+30,575+26%$3.9M$4.9M+$950.7K2026-10-09
HBE Wealth Management, LLC
INCREASED144,892130,887+14,005+11%$4.5M$4.9M+$414.9K2026-11-06
Vestment Financial LLC
INCREASED140,521139,964+557+0%$4.8M$4.7M-$45.7K2026-10-13
Tableaux LLC
INCREASED139,826139,118+708+1%$4.7M$4.7M-$36.7K2026-10-23
Waterfront Wealth Inc.
DECREASED136,521137,777-1,256-1%$4.7M$4.7M-$6.6K2026-11-03
Evanson Financial, LLC
INCREASED131,775127,375+4,400+3%$4.3M$4.4M+$92.8K2026-10-23
Abel Hall, LLC
INCREASED119,705118,309+1,396+1%$4.0M$4.0M-$4.4K2026-10-19
PFG Advisors
INCREASED115,064113,248+1,816+2%$3.9M$3.9M+$11.9K2026-10-16
City State Bank
INCREASED104,67091,191+13,479+15%$3.1M$3.5M+$414.4K2026-10-20
Ferguson Johnson Wealth Management Inc
INCREASED100,990100,741+249+0%$3.4M$3.4M-$34.7K2026-11-05
Tortoise Investment Management, LLC
UNCHANGED98,74298,74200%$3.4M$3.3M-$43.0K2026-11-06
CSP Financial Group, LLC
DECREASED95,35096,610-1,260-1%$3.3M$3.2M-$84.5K2026-10-26
Kane Co Wealth Management, Inc.
INCREASED93,77289,474+4,298+5%$3.1M$3.2M+$105.9K2026-11-04
Sollinda Capital Management LLC
INCREASED89,32674,933+14,393+19%$2.6M$3.0M+$452.3K2026-11-09
CPA Asset Management Group, LLC
DECREASED88,128111,518-23,390-21%$3.8M$3.0M-$836.5K2026-10-26
Austin Asset Management Co Inc
DECREASED86,32187,181-860-1%$3.0M$2.9M-$66.9K2026-10-29
RFG Advisory, LLC
DECREASED84,96289,823-4,861-5%$3.1M$2.9M-$202.9K2026-11-03
Altiora Financial Group, LLC
DECREASED83,30993,873-10,564-11%$3.2M$2.8M-$396.7K2026-11-04
Index Fund Advisors, Inc.
INCREASED76,54965,909+10,640+16%$2.2M$2.6M+$329.8K2026-11-05
Midwest Heritage Bank, FSB
DECREASED75,21875,892-674-1%$2.6M$2.5M-$55.7K2026-10-26
Torren Management, LLC
INCREASED75,06473,922+1,142+2%$2.5M$2.5M+$6.3K2026-10-29
RAM Investment Partners, LLC
INCREASED74,71573,790+925+1%$2.5M$2.5M-$9362026-10-21
Nwam LLC
DECREASED74,54875,048-500-1%$2.6M$2.5M-$49.5K2026-11-09
Acorn Wealth Advisors, LLC
INCREASED68,17759,436+8,741+15%$2.0M$2.3M+$268.6K2026-10-19
Drive Wealth Management, LLC
DECREASED67,80871,333-3,525-5%$2.4M$2.3M-$149.8K2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED66,93663,732+3,204+5%$2.2M$2.3M+$80.2K2026-10-26
SC&H Financial Advisors, Inc.
INCREASED60,65260,599+53+0%$2.1M$2.0M-$24.6K2026-10-14
Strategent Financial, LLC
INCREASED58,44954,738+3,711+7%$1.9M$2.0M+$101.2K2026-10-30
Creative Planning
DECREASED53,37963,054-9,675-15%$2.2M$1.8M-$353.4K2026-11-02
BluePrint Investing LLC
INCREASED52,48451,951+533+1%$1.8M$1.8M-$4.6K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED51,95947,659+4,300+9%$1.6M$1.8M+$124.2K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED47,90347,955-520%$1.6M$1.6M-$22.0K2026-11-02
Aspiriant, LLC
INCREASED45,23039,901+5,329+13%$1.4M$1.5M+$162.2K2026-10-16
Bdfs Capital LLC
DECREASED44,67248,458-3,786-8%$1.7M$1.5M-$148.6K2026-10-14
Washington Trust Advisors, Inc.
DECREASED44,53545,592-1,057-2%$1.6M$1.5M-$55.4K2026-10-22
Breakwater Capital Group
INCREASED43,81543,269+546+1%$1.5M$1.5M-$4342026-10-09
Everest Financial Group LLC
INCREASED43,17042,111+1,059+3%$1.4M$1.5M+$17.4K2026-11-06
BIP Wealth, LLC
INCREASED43,0409,303+33,737+363%$317.4K$1.5M+$1.1M2026-10-22
Mraz, Amerine & Associates, Inc.
DECREASED43,00943,154-1450%$1.5M$1.4M-$23.7K2026-10-30
EverSource Wealth Advisors, LLC
INCREASED42,02942,021+8+0%$1.4M$1.4M-$18.0K2026-11-04
Belleair Asset Management, LLC
INCREASED41,60333,585+8,018+24%$1.1M$1.4M+$255.5K2026-11-03
AA Financial Advisors, LLC
DECREASED41,46468,165-26,701-39%$2.3M$1.4M-$929.2K2026-10-19
Brookstone Capital Management
INCREASED41,41622,403+19,013+85%$764.5K$1.4M+$630.8K2026-10-22
Sutton Place Investors LLC
INCREASED40,67540,642+33+0%$1.4M$1.4M-$16.6K2026-10-20
Signaturefd, LLC
INCREASED39,37238,078+1,294+3%$1.3M$1.3M+$27.0K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED37,55335,767+1,786+5%$1.2M$1.3M+$49.0K2026-10-30
Two West Capital Advisors LLC
INCREASED36,52036,007+513+1%$1.2M$1.2M+$23.3K2026-10-15
Choreo, LLC
INCREASED36,07730,793+5,284+17%$1.1M$1.2M+$164.6K2026-10-28
Approach Retirement Advisors, LLC
DECREASED31,29131,608-317-1%$1.1M$1.1M-$24.5K2026-10-22
Vestia Personal Wealth Advisors
INCREASED30,81311,492+19,321+168%$392.2K$1.0M+$645.9K2026-10-20
Citigroup Inc
INCREASED30,07327,350+2,723+10%$933.3K$1.0M+$79.8K2026-11-04
Archford Capital Strategies, LLC
DECREASED28,725118,178-89,453-76%$4.0M$967.8K-$3.1M2026-10-19
Andrews, Lucia Wealth Management LLC
INCREASED27,63625,714+1,922+7%$877.5K$931.1K+$53.6K2026-11-02
Poinciana Advisors Group, LLC
INCREASED27,48424,729+2,755+11%$843.9K$925.9K+$82.1K2026-11-06
Cogent Strategic Wealth LLC
INCREASED27,35326,438+915+3%$902.2K$921.5K+$19.3K2026-10-22
Axxcess Wealth Management, LLC
DECREASED27,34228,449-1,107-4%$970.8K$921.2K-$49.7K2026-10-21
Riverchase Wealth Management, LLC
UNCHANGED26,68126,68100%$910.5K$898.9K-$11.6K2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED25,385213,050-187,665-88%$7.3M$855.2K-$6.4M2026-10-09
Investmark Advisory Group LLC
INCREASED24,63024,584+46+0%$838.9K$829.8K-$9.1K2026-10-27
Granville Capital, Inc.
NEW24,062—+24,062——$810.6K—2026-11-05
Simplicity Wealth,LLC
INCREASED23,68423,657+27+0%$807.3K$797.9K-$9.4K2026-10-23
Maryland Capital Advisors Inc.
INCREASED23,55221,871+1,681+8%$746.3K$793.5K+$47.1K2026-10-15
Diversify Advisory Services, LLC
INCREASED23,21722,791+426+2%$773.5K$791.7K+$18.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED23,21722,791+426+2%$773.5K$791.7K+$18.2K2026-10-20
Bluedoor Private Wealth, LLC
UNCHANGED23,09023,09000%$787.9K$777.9K-$10.0K2026-11-05
International Private Wealth Advisors LLC
INCREASED22,71120,282+2,429+12%$692.1K$765.1K+$73.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED22,49217,191+5,301+31%$586.0K$757.8K+$171.7K2026-10-13
Outbound Financial Inc
DECREASED22,35226,007-3,655-14%$887.5K$753.1K-$134.5K2026-10-13
Freedom Day Solutions, LLC
DECREASED21,96922,675-706-3%$773.8K$740.1K-$33.6K2026-10-20
Firethorn Wealth Partners, LLC
INCREASED21,66721,490+177+1%$733.4K$730.0K-$3.4K2026-10-14
XY Planning Network, Inc.
INCREASED21,58119,255+2,326+12%$657.1K$727.1K+$70.0K2026-10-14
Summit Wealth Group LLC / Co
DECREASED20,47024,806-4,336-17%$846.5K$689.6K-$156.9K2026-10-29
Triad Wealth Partners, LLC
INCREASED19,98118,489+1,492+8%$640.3K$673.1K+$32.9K2026-10-26
Global Financial Private Client, LLC
INCREASED19,94516,717+3,228+19%$570.5K$671.9K+$101.5K2026-10-15
Truist Financial Corp
INCREASED19,46118,491+970+5%$631.0K$655.6K+$24.6K2026-10-30
Apollon Wealth Management, LLC
INCREASED19,15819,153+5+0%$653.6K$645.4K-$8.2K2026-10-23
Matauro, LLC
NEW18,916—+18,916——$637.3K—2026-11-03
Tranquility Partners, LLC
INCREASED18,61013,290+5,320+40%$453.5K$627.0K+$173.5K2026-10-20
Wedmont Private Capital
INCREASED18,38017,440+940+5%$594.5K$619.2K+$24.7K2026-10-09
Clark Asset Management, LLC
DECREASED17,65019,495-1,845-9%$665.3K$594.6K-$70.6K2026-10-19
Ifrah Financial Services, Inc.
DECREASED17,35217,537-185-1%$598.4K$584.6K-$13.8K2026-10-13
Lauterbach Financial Advisors, LLC
INCREASED17,00016,641+359+2%$567.9K$572.7K+$4.9K2026-10-21
Gemmer Asset Management LLC
INCREASED16,44015,695+745+5%$535.6K$553.9K+$18.3K2026-10-16
Canvas Wealth Advisors, LLC
INCREASED14,67913,869+810+6%$473.3K$504.2K+$30.9K2026-11-02
Bedel Financial Consulting, Inc.
INCREASED13,99012,918+1,072+8%$440.8K$471.3K+$30.5K2026-11-06
HB Wealth Management, LLC
NEW12,448—+12,448——$419.4K—2026-10-23
GEM Asset Management, LLC
INCREASED12,05011,996+54+0%$409.4K$406.0K-$3.4K2026-10-13
Vise Technologies, Inc.
INCREASED12,0189,213+2,805+30%$314.4K$404.9K+$90.5K2026-10-29
Donalies Financial Planning, LLC
INCREASED11,79511,783+12+0%$402.1K$397.4K-$4.7K2026-10-19
Nova R Wealth, Inc.
INCREASED11,19011,139+51+0%$380.1K$377.0K-$3.1K2026-10-26
Aerodigm Wealth, LLC
INCREASED11,18710,617+570+5%$362.3K$376.9K+$14.6K2026-10-16
Elevate Wealth Advisory, Inc
INCREASED11,10710,823+284+3%$369.3K$374.2K+$4.9K2026-10-29
Forteris Wealth Management Inc.
UNCHANGED10,81510,81500%$369.1K$364.4K-$4.7K2026-10-13
Unison Advisors LLC
INCREASED10,66110,657+4+0%$363.7K$359.2K-$4.5K2026-10-29
Dixon Fnancial Services, Inc.
INCREASED10,4069,768+638+7%$333.3K$350.6K+$17.2K2026-10-23
Brighton Jones LLC
INCREASED9,9218,292+1,629+20%$283.0K$334.2K+$51.3K2026-11-03
Venture Visionary Partners LLC
DECREASED9,53511,993-2,458-20%$409.3K$321.2K-$88.0K2026-10-07
Mattern Wealth Management LLC
UNCHANGED9,2189,21800%$314.6K$310.6K-$4.0K2026-11-04
Root Financial Partners, LLC
INCREASED8,8646,092+2,772+46%$207.9K$298.6K+$90.7K2026-10-21
Global Trust Asset Management, LLC
UNCHANGED8,7768,77600%$299.5K$295.7K-$3.8K2026-10-19
Facet Wealth, Inc.
INCREASED8,6086,630+1,978+30%$226.2K$290.0K+$63.8K2026-11-04
Ballast Rock Private Wealth LLC
DECREASED8,5688,594-260%$293.3K$288.7K-$4.6K2026-10-26
Quad-Cities Investment Group, LLC
INCREASED8,5218,323+198+2%$284.0K$287.1K+$3.0K2026-10-16
Tufton Capital Management
NEW7,958—+7,958——$268.0K—2026-10-20
Lynx Investment Advisory
INCREASED7,8577,270+587+8%$248.1K$264.7K+$16.6K2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED7,7937,79300%$265.9K$262.5K-$3.4K2026-11-06
StoneX Group Inc.
NEW7,740—+7,740——$264.0K—2026-11-03
First Financial Group Corp
INCREASED7,7137,561+152+2%$258.0K$259.9K+$1.8K2026-10-22
Beacon Financial Advisory LLC
INCREASED7,6866,596+1,090+17%$225.1K$258.9K+$33.9K2026-10-16
Stewardship Advisors, LLC
INCREASED7,6547,458+196+3%$254.5K$257.9K+$3.4K2026-10-20
Capstone Wealth Management, LLC
INCREASED7,5587,465+93+1%$254.8K$254.6K-$1312026-11-02
AWM Capital, LLC
INCREASED7,5467,512+34+0%$256.3K$254.2K-$2.1K2026-10-16
Diversified Trust Co
UNCHANGED7,5007,50000%$255.9K$252.7K-$3.3K2026-11-06
Syverson Strege & Co
UNCHANGED7,3967,39600%$252.4K$249.2K-$3.2K2026-11-02
Burk Holdings LLC
INCREASED7,3441,982+5,362+271%$67.6K$247.4K+$179.8K2026-11-05
Legacy Financial Group, Inc.
UNCHANGED7,0767,07600%$241.5K$238.4K-$3.1K2026-10-21
RCS Financial Planning, LLC
DECREASED7,00010,009-3,009-30%$341.6K$235.8K-$105.8K2026-10-14
Shearwater Capital LLC
UNCHANGED6,9786,97800%$238.1K$235.1K-$3.0K2026-10-13
Noble Family Wealth, LLC
UNCHANGED6,9386,93800%$236.8K$233.7K-$3.0K2026-10-26
Compound Planning, Inc.
INCREASED6,5216,241+280+4%$213.0K$219.7K+$6.7K2026-11-05
Robertson Stephens Wealth Management, LLC
NEW6,164—+6,164——$207.7K—2026-10-16
Factor Wealth Management LTD
UNCHANGED6,0686,06800%$207.1K$204.4K-$2.6K2026-10-08
Compass Ion Advisors, LLC
NEW5,972—+5,972——$201.2K—2026-10-23
Cherry Tree Wealth Management, LLC
DECREASED5,7675,871-104-2%$200.3K$194.3K-$6.1K2026-10-15
Angeles Wealth Management, LLC
DECREASED4,4204,565-145-3%$155.8K$148.9K-$6.9K2026-10-26
Parkside Financial Bank & Trust
UNCHANGED4,1364,13600%$141.1K$139.3K-$1.8K2026-10-27
Phillips Financial Management, LLC
INCREASED4,0911,216+2,875+236%$41.5K$137.8K+$96.3K2026-10-19
Versant Capital Management, Inc
UNCHANGED3,5463,54600%$121.0K$119.5K-$1.5K2026-10-02
Rossby Financial, LCC
INCREASED3,4523,451+1+0%$117.8K$116.3K-$1.5K2026-11-05
Milestone Investment Advisors LLC
UNCHANGED3,2573,25700%$111.1K$109.7K-$1.4K2026-11-05
LAM Group, Inc.
INCREASED3,2201,815+1,405+77%$61.9K$108.5K+$46.5K2026-10-26
Jnba Financial Advisors
NEW2,367—+2,367——$79.7K—2026-11-03
Maseco LLP
INCREASED2,0212,012+9+0%$68.7K$68.0K-$6572026-10-27
CX Institutional
DECREASED1,9503,218-1,268-39%$110$66-$442026-10-02
DecisionPoint Financial, LLC
INCREASED1,8991,058+841+79%$35.7K$63.6K+$27.8K2026-10-27
RHL Group, LLC
INCREASED1,6191,518+101+7%$51.6K$54.6K+$2.9K2026-11-04
Oakworth Capital, Inc.
UNCHANGED1,5961,59600%$53.9K$53.8K-$1282026-10-26
American Capital Advisory, LLC
UNCHANGED1,5251,52500%$52.0K$51.4K-$6632026-10-28
Fifth Third Bancorp
UNCHANGED1,3081,30800%$44.6K$44.1K-$5692026-11-05
Parallel Advisors, LLC
UNCHANGED1,1771,17700%$40.2K$39.7K-$5122026-11-03
Barrett & Company, Inc.
UNCHANGED87687600%$29.9K$29.5K-$3812026-10-22
AlphaCore Capital LLC
UNCHANGED82182100%$28.0K$27.7K-$3582026-11-04
Balance Wealth Partners LLC
NEW811—+811——$27.3K—2026-10-27
IFG Advisory, LLC
DECREASED5735,768-5,195-90%$196.8K$19.3K-$177.5K2026-11-09
Hurley Capital, LLC
INCREASED446445+1+0%$15.2K$15.0K-$1252026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED35835800%$12.2K$12.1K-$1552026-10-28
Team Financial Group, LLC
NEW330—+330——$11.1K—2026-10-30
Gleason Group, Inc.
INCREASED298297+1+0%$10.1K$10.0K-$832026-10-15
Key Capital Management, Inc
NEW217—+217——$7.3K—2026-11-03
Coston, McIsaac & Partners
INCREASED212211+1+0%$7$7.2K+$7.1K2026-11-06
Kings Path Partners LLC
INCREASED164141+23+16%$4.8K$5.5K+$7132026-10-21
Ascentis Independent Advisors
NEW146—+146——$4.9K—2026-11-03
Larson Financial Group LLC
NEW143—+143——$4.8K—2026-11-05
Blue Trust, Inc.
NEW130—+130——$4.4K—2026-10-15
IFP Advisors, Inc
UNCHANGED12812800%$4.4K$4.3K-$562026-10-16
Triumph Capital Management
UNCHANGED11011000%$3.8K$3.7K-$482026-10-14
Pacific Center for Financial Services
UNCHANGED989800%$3.3K$3.3K-$432026-10-15
Horizon Financial Services, LLC
UNCHANGED959500%$3.2K$3.2K-$412026-11-04
JFS Wealth Advisors, LLC
UNCHANGED777700%$2.6K$2.6K-$222026-11-03
Cape Investment Advisory, Inc.
UNCHANGED333300%$1.1K$1.1K-$142026-10-13
Compass Financial Management LLC
NEW11—+11——$371—2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED7700%$239$236-$32026-11-02
Arlington Trust Co LLC
DECREASED12,871-2,870-100%$98.0K$34-$97.9K2026-10-20
M Holdings Securities, Inc.
CLOSED023,977-23,977-100%$827$0-$8272026-11-03
Mainsail Asset Management, LLC
CLOSED014,661-14,661-100%$496.1K$0-$496.1K2026-10-14
Tcfg Investment Advisors, LLC
CLOSED010,001-10,001-100%$341.3K$0-$341.3K2026-10-20
Spire Wealth Management
CLOSED05,930-5,930-100%$202.4K$0-$202.4K2026-10-30
Pinnacle Wealth Planning Services, Inc.
CLOSED0542-542-100%$18.5K$0-$18.5K2026-10-27
Robinswood Financial LLC
CLOSED0142-142-100%$4.8K$0-$4.8K2026-10-20
Mercer Global Advisors Inc
N/A—35,612,854-35,612,854-100%$1.2B———
Focus Partners Wealth
N/A—17,142,938-17,142,938-100%$585.0M———
Sequoia Financial Advisors, LLC
N/A—5,261,652-5,261,652-100%$179.6M———
Envestnet Asset Management Inc
N/A—4,738,498-4,738,498-100%$161.7M———
Focus Partners Advisor Solutions, LLC
N/A—3,734,675-3,734,675-100%$127.4M———
Bank of Montreal
N/A—2,806,609-2,806,609-100%$95.8M———
HighTower Advisors, LLC
N/A—1,971,505-1,971,505-100%$67.3M———
Planning Center, Inc.
N/A—1,864,060-1,864,060-100%$63.6M———
Satovsky Asset Management LLC
N/A—1,719,319-1,719,319-100%$58.7M———
Jane Street Group, LLC
N/A—1,015,572-1,015,572-100%$34.7M———
Mariner, LLC
N/A—1,013,239-1,013,239-100%$34.6M———
Bank of America Corp
N/A—866,509-866,509-100%$29.6M———
Great OAK Capital Partners, LLC
N/A—722,192-722,192-100%$24.4M———
Premier Financial Group
N/A—648,675-648,675-100%$22.1M———
Bridgewater Advisors Inc.
N/A—527,312-527,312-100%$18.3M———
von Borstel & Associates, Inc.
N/A—505,800-505,800-100%$17.3M———
UBS Group AG
N/A—472,730-472,730-100%$16.1M———
Vestmark Advisory Solutions, Inc.
N/A—465,818-465,818-100%$15.9M———
Beacon Pointe Advisors, LLC
N/A—440,928-440,928-100%$15.0M———
Envision Financial Planning, LLC
N/A—438,588-438,588-100%$15.0M———
Menora Mivtachim Holdings Ltd.
N/A—379,557-379,557-100%$13.0M———
Claris Advisors, LLC / MO /
N/A—316,878-316,878-100%$10.8M———
AE Wealth Management LLC
N/A—287,426-287,426-100%$9.8M———
Liberty Wealth Management LLC
N/A—248,733-248,733-100%$8.0M———
Savvy Advisors, Inc.
N/A—243,952-243,952-100%$8.3M———
Keating Financial Advisory Services, Inc.
N/A—242,411-242,411-100%$8.3M———
Baird Financial Group, Inc.
N/A—212,499-212,499-100%$7.3M———
NewEdge Advisors, LLC
N/A—200,663-200,663-100%$6.8M———
Waverly Advisors, LLC
N/A—196,162-196,162-100%$6.7M———
Composition Wealth, LLC
N/A—176,476-176,476-100%$6.0M———
Financial Engines Advisors L.L.C.
N/A—174,666-174,666-100%$6.0M———
Osaic Holdings, Inc.
N/A—172,296-172,296-100%$5.9M———
Quantinno Capital Management LP
N/A—170,073-170,073-100%$5.8M———
Raffa Wealth Management, LLC
N/A—168,499-168,499-100%$5.8M———
Bridge Generations Wealth Management LLC
N/A—162,388-162,388-100%$5.5M———
Applied Capital LLC
N/A—160,776-160,776-100%$5.5M———
Disciplined Investments, LLC
N/A—159,064-159,064-100%$5.4M———
Royal Bank of Canada
N/A—154,030-154,030-100%$5.3M———
Optimus Capital Advisors, LLC
N/A—150,704-150,704-100%$5.1M———
CIBC Bancorp USA Inc.
N/A—150,000-150,000-100%$5.1M———
MML Investors Services, LLC
N/A—143,419-143,419-100%$4.9M———
Wealthspire Advisors, LLC
N/A—135,978-135,978-100%$4.6M———
Intrepid Capital Management Inc
N/A—133,996-133,996-100%$4.6M———
OneDigital Investment Advisors LLC
N/A—132,311-132,311-100%$4.5M———
Jackson Thornton Wealth Management, LLC
N/A—127,429-127,429-100%$4.3M———
JPMorgan Chase & Co
N/A—124,738-124,738-100%$4.2M———
Pinney & Scofield, Inc.
N/A—118,359-118,359-100%$4.0M———
Trailhead Planners LLC
N/A—114,472-114,472-100%$3.9M———
Hutchinson Capital Management
N/A—106,622-106,622-100%$3.6M———
UBS Asset Management Americas LLC
N/A—106,255-106,255-100%$3.6M———
Sanchez Levi Garrett
N/A—105,307-105,307-100%$3.6M———
AQR Capital Management LLC
N/A—104,979-104,979-100%$3.6M———
Cerity Partners LLC
N/A—100,939-100,939-100%$3.4M———
Raymond James Financial Inc
N/A—95,673-95,673-100%$3.3M———
Flow Traders U.S. LLC
N/A—91,234-91,234-100%$3.1M———
Jones Financial Companies Lllp
N/A—88,785-88,785-100%$3.0M———
Corus Family Wealth Advisors
N/A—88,225-88,225-100%$3.0M———
Orion Porfolio Solutions, LLC
N/A—87,337-87,337-100%$3.0M———
Summit Wealth Partners, LLC
N/A—80,433-80,433-100%$2.7M———
Dopkins Wealth Management, LLC
N/A—78,464-78,464-100%$2.7M———
WorthPointe, LLC
N/A—77,414-77,414-100%$2.6M———
Betterment LLC
N/A—74,163-74,163-100%$2.5M———
Parkwoods Wealth Partners, LLC
N/A—73,052-73,052-100%$2.5M———
E-Wealth Partners, LLC
N/A—72,587-72,587-100%$2.5M———
Generations Wealth, LLC
N/A—70,880-70,880-100%$2.4M———
Integrated Wealth Concepts LLC
N/A—64,421-64,421-100%$2.2M———
Freedom Investment Management, Inc.
N/A—63,929-63,929-100%$2.2M———
Old Mission Capital LLC
N/A—63,007-63,007-100%$2.2M———
Everest Private Wealth
N/A—61,708-61,708-100%$2.1M———
KEB Asset Management, LLC
N/A—60,315-60,315-100%$2.1M———
McCartney Wealth Management LLC
N/A—53,244-53,244-100%$1.8M———
Wells Fargo & Company
N/A—47,866-47,866-100%$1.6M———
Dorsey & Whitney Trust Co LLC
N/A—46,944-46,944-100%$1.6M———
Stifel Financial Corp
N/A—42,785-42,785-100%$1.5M———
TRU Independence Asset Management 2, LLC
N/A—38,352-38,352-100%$1.3M———
Strategic Investment Solutions, Inc.
N/A—37,399-37,399-100%$1.3M———
Wealthspan Partners, LLC
N/A—37,317-37,317-100%$1.3M———
Sentinel Wealth Management, Inc.
N/A—36,041-36,041-100%$1.2M———
Rehmann Capital Advisory Group
N/A—29,334-29,334-100%$1.0M———
Daner Wealth Management, LLC
N/A—28,336-28,336-100%$1.0M———
Vantage Point Financial LLC
N/A—28,158-28,158-100%$960.9K———
Mission Hills Financial Advisory, LLC
N/A—27,096-27,096-100%$924.7K———
Morgan Stanley
N/A—25,620-25,620-100%$874.3K———
Empire Financial Management Company, LLC
N/A—24,444-24,444-100%$834.2K———
FMR LLC
N/A—21,906-21,906-100%$747.6K———
Cardiff Park Advisors, LLC
N/A—21,850-21,850-100%$745.6K———
SageView Advisory Group, LLC
N/A—21,058-21,058-100%$718.6K———
Great Valley Advisor Group, Inc.
N/A—16,947-16,947-100%$578.8K———
Northern Trust Corp
N/A—16,646-16,646-100%$568.0K———
Brand Asset Management Group, Inc.
N/A—16,396-16,396-100%$559.5K———
BTG Pactual Asset Management US LLC
N/A—15,924-15,924-100%$543.4K———
Xcelsior Advisor Partners LLC
N/A—15,253-15,253-100%$520.5K———
Northwestern Mutual Wealth Management Co
N/A—15,133-15,133-100%$516.4K———
Landing Point Financial Group, LLC
N/A—14,369-14,369-100%$490.3K———
Cresset Asset Management, LLC
N/A—14,269-14,269-100%$486.9K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,062-13,062-100%$445.7K———
Aptus Capital Advisors, LLC
N/A—12,697-12,697-100%$433.3K———
Cascade Wealth Advisors, Inc
N/A—11,751-11,751-100%$418.6K———
Guardian Wealth Advisors, LLC / NC
N/A—11,613-11,613-100%$396.3K———
Rockefeller Capital Management L.P.
N/A—11,557-11,557-100%$394.4K———
Vistica Wealth Advisors, LLC
N/A—11,319-11,319-100%$386.3K———
Advisory Services Network, LLC
N/A—11,077-11,077-100%$378.0K———
IHT Wealth Management, LLC
N/A—10,399-10,399-100%$354.9K———
Caprock Group, LLC
N/A—10,315-10,315-100%$352.0K———
Pasadena Private Wealth, LLC
N/A—10,306-10,306-100%$351.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,289-10,289-100%$351.1K———
Innovative Asset Advisors Group, LLC
N/A—10,276-10,276-100%$350.7K———
GeoWealth Management, LLC
N/A—10,171-10,171-100%$347.1K———
Dover Advisors, LLC
N/A—9,829-9,829-100%$311.2K———
O'shaughnessy Asset Management, LLC
N/A—9,686-9,686-100%$330.5K———
Ausdal Financial Partners, Inc.
N/A—9,290-9,290-100%$317.0K———
Summit Financial, LLC
N/A—9,163-9,163-100%$312.7K———
Mayflower Financial Advisors, LLC
N/A—9,131-9,131-100%$311.6K———
Brown Advisory Inc
N/A—8,541-8,541-100%$291.5K———
Nalls Sherbakoff Group, LLC
N/A—8,443-8,443-100%$288.1K———
Arkadios Wealth Advisors
N/A—8,241-8,241-100%$281.2K———
Sanctuary Advisors, LLC
N/A—8,135-8,135-100%$277.6K———
Arax Advisory Partners
N/A—8,130-8,130-100%$277.4K———
EP Wealth Advisors, LLC
N/A—8,036-8,036-100%$274.2K———
Transcend Capital Advisors, LLC
N/A—8,030-8,030-100%$274.0K———
Ameritas Advisory Services, LLC
N/A—7,693-7,693-100%$262.5K———
Steward Partners Investment Advisory, LLC
N/A—7,609-7,609-100%$259.6K———
Bragg Financial Advisors, Inc
N/A—7,394-7,394-100%$252.3K———
BlackRock, Inc.
N/A—7,351-7,351-100%$250.9K———
Cetera Investment Advisers
N/A—7,198-7,198-100%$245.6K———
Capstone Wealth Management, Inc.
N/A—7,144-7,144-100%$241.5K———
Ponta Wealth Partners, LLC
N/A—6,773-6,773-100%$231.1K———
Delos Wealth Advisors, LLC
N/A—6,601-6,601-100%$225.3K———
Curio Wealth, LLC
N/A—6,379-6,379-100%$217.7K———
Centennial Bank
N/A—5,426-5,426-100%$185.2K———
Operose Advisors LLC
N/A—2,975-2,975-100%$101.5K———
Bessemer Group Inc
N/A—2,659-2,659-100%$91.0K———
Forum Finance Group S.A.
N/A—2,620-2,620-100%$72———
Global Retirement Partners, LLC
N/A—2,512-2,512-100%$85.7K———
CNB Bank
N/A—1,854-1,854-100%$63.3K———
Topsail Wealth Management, LLC
N/A—1,673-1,673-100%$57.1K———
Mpwm Advisory Solutions, LLC
N/A—1,450-1,450-100%$49.5K———
BFC Planning, Inc.
N/A—1,160-1,160-100%$39.6K———
Horizon Investments, LLC
N/A—786-786-100%$8.5K———
Smartleaf Asset Management LLC
N/A—774-774-100%$26.4K———
Millstone Evans Group, LLC
N/A—771-771-100%$26.3K———
Vanguard Advisers Inc
N/A—769-769-100%$26.3K———
Capital Analysts, LLC
N/A—694-694-100%$24———
Geneos Wealth Management Inc.
N/A—661-661-100%$22.6K———
Hollencrest Capital Management
N/A—434-434-100%$14.8K———
Ameriflex Group, Inc.
N/A—373-373-100%$12.7K———
Strategic Wealth Partners, Ltd.
N/A—338-338-100%$11.5K———
Cambient Family Office, LLC
N/A—259-259-100%$8.8K———
Rothschild Investment LLC
N/A—209-209-100%$7.1K———
Glassman Wealth Services
N/A—144-144-100%$4.9K———
Hantz Financial Services, Inc.
N/A—135-135-100%$5———
FAS Wealth Partners, Inc.
N/A—129-129-100%$4.4K———
Highland Investment Advisors LLC
N/A—57-57-100%$2.0K———
Integrity Financial Corp
N/A—34-34-100%$1.2K———
Harbour Investments, Inc.
N/A—31-31-100%$1.1K———
Manning & Napier Advisors LLC
N/A—13-13-100%$444———
Colonial Trust Co / SC
N/A—1-1-100%$34———
ST Germain D J Co Inc
N/A—00—$13———
Showing 386 of 386 institutions