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Dimensional International SM (DFIS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Matson Money. Inc.
INCREASED
Shares12,220,280 from 11,919,623
Change+300,657 (+3%)
Value$442.7M (+$25.2M)
Filed 2026-10-23
First Citizens Bank & Trust Co
INCREASED
Shares3,395,810 from 3,214,071
Change+181,739 (+6%)
Value$123.0M (+$10.4M)
Filed 2026-10-14
Creative Planning
DECREASED
Shares2,323,108 from 2,410,679
Change-87,571 (-4%)
Value$84.2M (-$279.9K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares2,322,020 from 2,224,202
Change+97,818 (+4%)
Value$84.1M (+$6.2M)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares1,935,208 from 1,853,826
Change+81,382 (+4%)
Value$70.1M (+$5.2M)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares1,805,975 from 1,635,368
Change+170,607 (+10%)
Value$65.4M (+$8.1M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares1,782,248 from 1,582,555
Change+199,693 (+13%)
Value$64.6M (+$9.1M)
Filed 2026-10-29
TCI Wealth Advisors, Inc.
INCREASED
Shares1,640,529 from 1,562,031
Change+78,498 (+5%)
Value$59.4M (+$4.7M)
Filed 2026-10-30
Bank of Montreal
INCREASED
Shares1,544,395 from 1,498,139
Change+46,256 (+3%)
Value$56.0M (+$3.5M)
Filed 2026-11-09
Evanson Financial, LLC
DECREASED
Shares1,420,800 from 1,430,072
Change-9,272 (-1%)
Value$51.5M (+$1.4M)
Filed 2026-10-23
Mather Group, Llc.
DECREASED
Shares1,307,916 from 1,363,387
Change-55,471 (-4%)
Value$47.4M (-$373.6K)
Filed 2026-10-14
Wescott Financial Advisory Group, LLC
DECREASED
Shares1,194,660 from 1,198,371
Change-3,711 (0%)
Value$43.3M (+$1.3M)
Filed 2026-11-09
Discipline Wealth Solutions, LLC
INCREASED
Shares1,047,400 from 1,014,876
Change+32,524 (+3%)
Value$37.9M (+$2.4M)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares866,903 from 980,075
Change-113,172 (-12%)
Value$31.4M (-$2.9M)
Filed 2026-11-06
Index Fund Advisors, Inc.
INCREASED
Shares725,367 from 708,936
Change+16,431 (+2%)
Value$26.3M (+$1.4M)
Filed 2026-11-05
Shore Point Advisors, LLC
INCREASED
Shares652,119 from 621,981
Change+30,138 (+5%)
Value$23.6M (+$1.8M)
Filed 2026-10-14
Eclectic Associates Inc
INCREASED
Shares625,531 from 603,074
Change+22,457 (+4%)
Value$22.7M (+$1.5M)
Filed 2026-10-09
Wealth Management Nebraska
INCREASED
Shares605,963 from 579,166
Change+26,797 (+5%)
Value$22.0M (+$1.7M)
Filed 2026-10-26
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares582,466 from 550,660
Change+31,806 (+6%)
Value$21.1M (+$1.8M)
Filed 2026-10-14
HighTower Advisors, LLC
INCREASED
Shares549,695 from 326,837
Change+222,858 (+68%)
Value$19.9M (+$8.5M)
Filed 2026-11-10
Tanager Wealth Management LLP
INCREASED
Shares537,139 from 502,319
Change+34,820 (+7%)
Value$19.5M (+$1.9M)
Filed 2026-10-19
Factor Wealth Management LTD
INCREASED
Shares533,072 from 515,377
Change+17,695 (+3%)
Value$19.3M (+$1.3M)
Filed 2026-10-08
Ballentine Capital Advisors, Inc
INCREASED
Shares488,941 from 483,144
Change+5,797 (+1%)
Value$17.7M (+$789.8K)
Filed 2026-10-14
Aire Advisors, LLC
INCREASED
Shares474,994 from 461,663
Change+13,331 (+3%)
Value$17.2M (+$1.0M)
Filed 2026-10-22
Abacus Planning Group, Inc.
INCREASED
Shares407,122 from 389,220
Change+17,902 (+5%)
Value$14.8M (+$1.1M)
Filed 2026-11-02
Three Arch Wealth Management LLC
INCREASED
Shares398,159 from 383,932
Change+14,227 (+4%)
Value$14.4M (+$976.2K)
Filed 2026-10-20
SVB Wealth LLC
DECREASED
Shares366,351 from 383,364
Change-17,013 (-4%)
Value$13.3M (-$156.3K)
Filed 2026-11-06
Berman McAleer LLC
INCREASED
Shares363,331 from 330,048
Change+33,283 (+10%)
Value$13.2M (+$1.6M)
Filed 2026-10-16
Tillman Hartley LLC
INCREASED
Shares354,418 from 350,563
Change+3,855 (+1%)
Value$12.8M (+$560.3K)
Filed 2026-11-06
Guardian Wealth Management, LLC
DECREASED
Shares350,972 from 356,997
Change-6,025 (-2%)
Value$12.7M (+$210.1K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares348,802 from 305,727
Change+43,075 (+14%)
Value$12.6M (+$1.9M)
Filed 2026-10-13
Quent Capital, LLC
INCREASED
Shares339,753 from 318,328
Change+21,425 (+7%)
Value$11.9M (+$742.4K)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares332,811 from 300,540
Change+32,271 (+11%)
Value$12.1M (+$1.5M)
Filed 2026-11-06
Allodium Investment Consultants, LLC
INCREASED
Shares331,116 from 308,750
Change+22,366 (+7%)
Value$12.0M (+$1.2M)
Filed 2026-10-14
Timonier Family Office, Ltd.
DECREASED
Shares328,663 from 331,165
Change-2,502 (-1%)
Value$11.9M (+$306.8K)
Filed 2026-11-03
GEN Financial Management, Inc.
INCREASED
Shares312,333 from 311,963
Change+370 (+0%)
Value$11.3M (+$387.8K)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares307,778 from 323,415
Change-15,637 (-5%)
Value$11.2M (-$178.4K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares307,644 from 148,026
Change+159,618 (+108%)
Value$11.0M (+$5.8M)
Filed 2026-10-08
Kelly Financial Group LLC
INCREASED
Shares306,670 from 301,633
Change+5,037 (+2%)
Value$11.1M (+$544.4K)
Filed 2026-10-16
Level Financial Advisors
INCREASED
Shares305,649 from 286,576
Change+19,073 (+7%)
Value$11.1M (+$1.0M)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares289,669 from 275,073
Change+14,596 (+5%)
Value$10.1M (+$511.3K)
Filed 2026-11-06
Element Pointe Advisors, LLC
INCREASED
Shares279,756 from 246,108
Change+33,648 (+14%)
Value$10.1M (+$1.5M)
Filed 2026-10-21
Robinswood Financial LLC
DECREASED
Shares278,100 from 283,738
Change-5,638 (-2%)
Value$10.0M (+$19.4K)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
INCREASED
Shares274,408 from 261,318
Change+13,090 (+5%)
Value$9.9M (+$787.8K)
Filed 2026-10-16
AMI Investment Management Inc
INCREASED
Shares273,879 from 253,197
Change+20,682 (+8%)
Value$9.9M (+$1.1M)
Filed 2026-10-27
Websterrogers Financial Advisors, LLC
INCREASED
Shares258,496 from 257,792
Change+704 (+0%)
Value$9.4M (+$334.9K)
Filed 2026-11-02
First Pacific Financial
INCREASED
Shares255,429 from 233,965
Change+21,464 (+9%)
Value$9.3M (+$1.1M)
Filed 2026-10-14
Collective Family Office LLC
INCREASED
Shares253,912 from 248,919
Change+4,993 (+2%)
Value$9.2M (+$479.6K)
Filed 2026-10-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares209,536 from 170,265
Change+39,271 (+23%)
Value$6.7M (+$1.4M)
Filed 2026-10-13
McMill Wealth Management
NEW
Shares195,518
Change+195,518
Value$7.1M
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares194,643 from 188,014
Change+6,629 (+4%)
Value$7.1M (+$465.8K)
Filed 2026-10-14
M Holdings Securities, Inc.
INCREASED
Shares184,598 from 157,890
Change+26,708 (+17%)
Value$6.6K (-$5.5M)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares179,589 from 178,444
Change+1,145 (+1%)
Value$6.5M (+$255.6K)
Filed 2026-10-13
Tilson Financial Group, Inc.
INCREASED
Shares171,448 from 163,392
Change+8,056 (+5%)
Value$6.2M (+$487.9K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares164,317 from 164,688
Change-371 (0%)
Value$6.0M (+$184.2K)
Filed 2026-11-02
Trinity Financial Advisors LLC
INCREASED
Shares155,467 from 143,084
Change+12,383 (+9%)
Value$5.6M (+$620.3K)
Filed 2026-10-09
Broadway Wealth Solutions, Inc.
INCREASED
Shares150,154 from 141,525
Change+8,629 (+6%)
Value$5.4M (+$482.5K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares145,728 from 144,823
Change+905 (+1%)
Value$5.3M (+$206.6K)
Filed 2026-10-13
Acorn Creek Capital LLC
DECREASED
Shares141,316 from 141,400
Change-84 (0%)
Value$5.1M (+$166.6K)
Filed 2026-11-05
Addison Advisors LLC
INCREASED
Shares135,825 from 117,508
Change+18,317 (+16%)
Value$4.9M (+$804.6K)
Filed 2026-11-06
Croban
DECREASED
Shares131,567 from 134,319
Change-2,752 (-2%)
Value$4.8M (+$61.5K)
Filed 2026-11-09
Syverson Strege & Co
DECREASED
Shares129,905 from 131,864
Change-1,959 (-1%)
Value$4.7M (+$87.2K)
Filed 2026-11-02
Sachem Hill LLC
INCREASED
Shares125,887 from 123,106
Change+2,781 (+2%)
Value$4.6M (+$248.5K)
Filed 2026-10-14
IAG Wealth Partners, LLC
INCREASED
Shares123,731 from 112,576
Change+11,155 (+10%)
Value$4.5M (+$539.2K)
Filed 2026-11-06
Thrivent Financial for Lutherans
NEW
Shares119,749
Change+119,749
Value$4.3M
Filed 2026-11-05
Williams Financial, LLC
INCREASED
Shares118,465 from 116,135
Change+2,330 (+2%)
Value$4.3M (+$223.8K)
Filed 2026-10-19
Spire Wealth Management
DECREASED
Shares114,897 from 115,366
Change-469 (0%)
Value$4.2M (+$121.4K)
Filed 2026-10-30
LAM Group, Inc.
DECREASED
Shares111,805 from 114,245
Change-2,440 (-2%)
Value$4.1M (+$48.7K)
Filed 2026-10-26
West Paces Advisors Inc.
INCREASED
Shares111,009 from 76,747
Change+34,262 (+45%)
Value$4.0M (+$1.3M)
Filed 2026-10-13
Avior Wealth Management, LLC
INCREASED
Shares109,569 from 107,988
Change+1,581 (+1%)
Value$4.0M (+$186.8K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares108,016 from 85,089
Change+22,927 (+27%)
Value$3.9M (+$932.7K)
Filed 2026-11-09
Sterling Wealth Management, Inc.
INCREASED
Shares103,183 from 101,028
Change+2,155 (+2%)
Value$3.7M (+$199.3K)
Filed 2026-10-23
First Citizens Asset Management, Inc.
INCREASED
Shares101,309 from 98,369
Change+2,940 (+3%)
Value$3.7M (+$224.6K)
Filed 2026-11-06
Ariadne Wealth Management, LP
DECREASED
Shares91,201 from 91,512
Change-311 (0%)
Value$3.3M (+$98.5K)
Filed 2026-11-06
Waterfront Wealth Inc.
DECREASED
Shares90,935 from 91,688
Change-753 (-1%)
Value$3.3M (+$20.5K)
Filed 2026-11-03
Strategic Wealth Advisors LLC
DECREASED
Shares86,247 from 86,280
Change-33 (0%)
Value$3.1M (+$3.1M)
Filed 2026-11-06
InTrack Investment Management Inc
INCREASED
Shares85,532 from 45,549
Change+39,983 (+88%)
Value$3.1M (+$1.5M)
Filed 2026-10-15
Aurelius Family Office LLC
INCREASED
Shares79,185 from 78,127
Change+1,058 (+1%)
Value$2.9M (+$132.1K)
Filed 2026-10-23
Navigoe, LLC
DECREASED
Shares74,759 from 76,222
Change-1,463 (-2%)
Value$2.7M (+$38.0K)
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares74,711 from 47,630
Change+27,081 (+57%)
Value$2.7M (+$1.0M)
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares70,744 from 74,410
Change-3,666 (-5%)
Value$2.6M (-$43.5K)
Filed 2026-10-28
Austin Asset Management Co Inc
DECREASED
Shares68,201 from 73,769
Change-5,568 (-8%)
Value$2.5M (-$113.2K)
Filed 2026-10-29
Vestia Personal Wealth Advisors
INCREASED
Shares66,679 from 62,978
Change+3,701 (+6%)
Value$2.4M (+$209.7K)
Filed 2026-10-20
Vista Capital Partners, Inc.
DECREASED
Shares65,259 from 65,304
Change-45 (0%)
Value$2.4M (+$76.7K)
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares63,631 from 63,411
Change+220 (+0%)
Value$2.3M (+$53.2K)
Filed 2026-10-15
First United Bank & Trust
INCREASED
Shares63,307 from 55,130
Change+8,177 (+15%)
Value$2.3M (+$362.4K)
Filed 2026-10-22
Colony Family Offices, LLC
INCREASED
Shares62,862 from 62,108
Change+754 (+1%)
Value$2.3M (+$101.8K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares62,762 from 51,584
Change+11,178 (+22%)
Value$2.3M (+$466.9K)
Filed 2026-10-08
Kestra Advisory Services, LLC
DECREASED
Shares61,409 from 63,637
Change-2,228 (-3%)
Value$2.2M (-$4.3K)
Filed 2026-11-02
Provident Wealth Management, LLC
DECREASED
Shares61,325 from 66,512
Change-5,187 (-8%)
Value$2.2M (-$108.1K)
Filed 2026-10-20
Motco
INCREASED
Shares60,346 from 56,365
Change+3,981 (+7%)
Value$2.2M (+$211.9K)
Filed 2026-11-09
ERn Financial, LLC
INCREASED
Shares59,528 from 57,717
Change+1,811 (+3%)
Value$2.2M (+$134.9K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares59,303 from 63,815
Change-4,512 (-7%)
Value$2.1M (-$86.0K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
INCREASED
Shares59,180 from 54,181
Change+4,999 (+9%)
Value$2.1M (+$246.1K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares58,116 from 56,460
Change+1,656 (+3%)
Value$2.1M (+$127.8K)
Filed 2026-10-16
Maryland Capital Advisors Inc.
INCREASED
Shares57,241 from 56,656
Change+585 (+1%)
Value$2.1M (+$89.2K)
Filed 2026-10-15
CLG LLC
INCREASED
Shares55,736 from 55,306
Change+430 (+1%)
Value$2.0M (+$81.9K)
Filed 2026-10-13
Sollinda Capital Management LLC
INCREASED
Shares54,915 from 45,805
Change+9,110 (+20%)
Value$2.0M (+$385.0K)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
DECREASED
Shares53,690 from 54,615
Change-925 (-2%)
Value$1.9M (+$32.0K)
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares53,590 from 50,548
Change+3,042 (+6%)
Value$1.9M (+$170.9K)
Filed 2026-10-28
Kane Co Wealth Management, Inc.
INCREASED
Shares52,667 from 51,554
Change+1,113 (+2%)
Value$1.9M (+$102.2K)
Filed 2026-11-04
Ballast Financial Advisors LLC
DECREASED
Shares51,007 from 51,835
Change-828 (-2%)
Value$1.8M (+$32.2K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
DECREASED
Shares46,780 from 47,037
Change-257 (-1%)
Value$1.7M (+$47.1K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares45,069 from 45,304
Change-235 (-1%)
Value$1.6M (+$45.8K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares44,612 from 44,707
Change-95 (0%)
Value$1.6M (+$50.2K)
Filed 2026-11-06
Prospect Financial Group LLC
DECREASED
Shares44,236 from 60,906
Change-16,670 (-27%)
Value$1.6M (-$530.9K)
Filed 2026-11-05
Forum Financial Management, LP
INCREASED
Shares43,393 from 43,307
Change+86 (+0%)
Value$1.6M (+$55.1K)
Filed 2026-10-16
Tortoise Investment Management, LLC
INCREASED
Shares42,517 from 40,921
Change+1,596 (+4%)
Value$1.5M (+$106.9K)
Filed 2026-11-06
JDH Wealth Management, LLC
INCREASED
Shares39,074 from 39,028
Change+46 (+0%)
Value$1.4M (+$48.5K)
Filed 2026-10-20
Frankly Finances, LLC
DECREASED
Shares37,988 from 53,162
Change-15,174 (-29%)
Value$1.4M (-$486.0K)
Filed 2026-10-28
Narus Financial Partners, LLC
DECREASED
Shares37,081 from 39,334
Change-2,253 (-6%)
Value$1.3M (-$34.4K)
Filed 2026-10-19
Cardiff Park Advisors, LLC
INCREASED
Shares34,556 from 19,139
Change+15,417 (+81%)
Value$1.3M (+$581.5K)
Filed 2026-11-09
Werba Rubin Papier Wealth Management
INCREASED
Shares33,753 from 33,627
Change+126 (+0%)
Value$1.2M (+$44.9K)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares33,600 from 14,685
Change+18,915 (+129%)
Value$1.2M (+$702.9K)
Filed 2026-10-28
DBK Financial Counsel, LLC
INCREASED
Shares31,902 from 31,763
Change+139 (+0%)
Value$1.2M (+$43.2K)
Filed 2026-10-13
Andrews, Lucia Wealth Management LLC
INCREASED
Shares30,602 from 22,927
Change+7,675 (+33%)
Value$1.1M (+$305.6K)
Filed 2026-11-02
MB Generational Wealth, LLC
UNCHANGED
Shares24,744 from 24,744
Change0 (0%)
Value$896.5K (+$29.7K)
Filed 2026-11-09
Chicago Partners Investment Group LLC
DECREASED
Shares23,791 from 23,989
Change-198 (-1%)
Value$841.5K (-$1.0K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares23,147 from 21,824
Change+1,323 (+6%)
Value$842.2K (+$77.7K)
Filed 2026-10-30
Blume Capital Management, Inc.
UNCHANGED
Shares23,100 from 23,100
Change0 (0%)
Value$836.9K (+$27.7K)
Filed 2026-10-26
Integras Partners LLC
DECREASED
Shares22,653 from 23,146
Change-493 (-2%)
Value$820.7K (+$9.9K)
Filed 2026-10-30
Tranquility Partners, LLC
INCREASED
Shares21,787 from 16,755
Change+5,032 (+30%)
Value$789.3K (+$202.4K)
Filed 2026-10-20
Joseph Group Capital Management
INCREASED
Shares21,547 from 18,744
Change+2,803 (+15%)
Value$780.6K (+$124.0K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED
Shares20,999 from 21,171
Change-172 (-1%)
Value$749.7K (+$4.0K)
Filed 2026-10-13
West Wealth Group, LLC
INCREASED
Shares20,117 from 20,014
Change+103 (+1%)
Value$728.8K (+$27.7K)
Filed 2026-10-14
Everhart Financial Group, Inc.
INCREASED
Shares20,012 from 16,188
Change+3,824 (+24%)
Value$725.0K (+$158.0K)
Filed 2026-10-08
Washington Trust Advisors, Inc.
INCREASED
Shares19,813 from 19,720
Change+93 (+0%)
Value$717.8K (+$27.0K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares19,646
Change+19,646
Value$711.8K
Filed 2026-11-03
Granville Capital, Inc.
INCREASED
Shares19,414 from 10,286
Change+9,128 (+89%)
Value$703.4K (+$343.1K)
Filed 2026-11-05
Quad-Cities Investment Group, LLC
DECREASED
Shares19,183 from 19,478
Change-295 (-2%)
Value$695.0K (+$12.7K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares19,007 from 16,106
Change+2,901 (+18%)
Value$688.6K (+$124.4K)
Filed 2026-11-03
Rockwood Wealth Management, LLC
UNCHANGED
Shares18,963 from 18,963
Change0 (0%)
Value$687.0K (+$22.8K)
Filed 2026-10-27
Bank of New York Mellon Corp
NEW
Shares17,978
Change+17,978
Value$651.4K
Filed 2026-11-05
Sutton Place Investors LLC
INCREASED
Shares17,585 from 17,462
Change+123 (+1%)
Value$637.1K (+$25.4K)
Filed 2026-10-20
Quarry Hill Advisors, LLC
NEW
Shares16,743
Change+16,743
Value$606.6K
Filed 2026-11-04
Strategent Financial, LLC
INCREASED
Shares16,587 from 9,496
Change+7,091 (+75%)
Value$600.9K (+$268.3K)
Filed 2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED
Shares15,999 from 15,623
Change+376 (+2%)
Value$579.6K (+$32.4K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares15,361 from 15,604
Change-243 (-2%)
Value$556.5K (+$9.9K)
Filed 2026-10-16
rebel Financial LLC
INCREASED
Shares15,173 from 15,106
Change+67 (+0%)
Value$549.7K (+$20.6K)
Filed 2026-11-04
Pacific Asset Management, LLC
INCREASED
Shares14,756 from 12,555
Change+2,201 (+18%)
Value$534.6K (+$94.8K)
Filed 2026-10-15
Partners in Financial Planning
INCREASED
Shares14,692 from 12,793
Change+1,899 (+15%)
Value$532.3K (+$84.2K)
Filed 2026-11-06
TAGStone Capital, Inc.
INCREASED
Shares13,223 from 13,165
Change+58 (+0%)
Value$479.1K (+$17.9K)
Filed 2026-11-09
New Dimensions Wealth Management, LLC
INCREASED
Shares12,955 from 12,919
Change+36 (+0%)
Value$469.4K (+$16.8K)
Filed 2026-11-02
Shearwater Capital LLC
INCREASED
Shares12,356 from 12,239
Change+117 (+1%)
Value$447.7K (+$18.9K)
Filed 2026-10-13
Long Island Wealth Management, Inc.
INCREASED
Shares12,267 from 7,353
Change+4,914 (+67%)
Value$444.4K (+$186.9K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
DECREASED
Shares12,265 from 14,927
Change-2,662 (-18%)
Value$444.4K (-$58.2K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares12,158 from 12,116
Change+42 (+0%)
Value$440.5K (+$16.1K)
Filed 2026-11-05
AWM Capital, LLC
INCREASED
Shares11,925 from 11,865
Change+60 (+1%)
Value$432.1K (+$16.4K)
Filed 2026-10-16
Squire Investment Management Company, LLC
DECREASED
Shares11,715 from 12,701
Change-986 (-8%)
Value$424.4K (-$20.5K)
Filed 2026-11-03
Navigate Wealth Management, LLC
INCREASED
Shares11,474 from 9,614
Change+1,860 (+19%)
Value$413.4K (+$74.3K)
Filed 2026-10-14
180 Wealth Advisors, LLC
DECREASED
Shares11,436 from 11,646
Change-210 (-2%)
Value$414.3K (+$6.4K)
Filed 2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED
Shares11,158 from 11,158
Change0 (0%)
Value$404.2K (+$13.4K)
Filed 2026-10-19
Abel Hall, LLC
DECREASED
Shares11,097 from 11,100
Change-3 (0%)
Value$402.0K (+$13.2K)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares10,912 from 10,646
Change+266 (+3%)
Value$395.3K (+$22.4K)
Filed 2026-11-06
Sterling Financial Planning, Inc.
INCREASED
Shares10,787 from 10,763
Change+24 (+0%)
Value$390.8K (+$13.8K)
Filed 2026-10-28
Burton Enright Welch
UNCHANGED
Shares10,332 from 10,332
Change0 (0%)
Value$374.3K (+$12.4K)
Filed 2026-11-04
IFG Advisors, LLC
DECREASED
Shares10,107 from 11,588
Change-1,481 (-13%)
Value$366.2K (-$39.8K)
Filed 2026-10-15
Diversify Wealth Management, LLC
INCREASED
Shares9,779 from 9,467
Change+312 (+3%)
Value$351.3K (+$14.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares9,779 from 9,467
Change+312 (+3%)
Value$351.3K (+$14.4K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares9,463 from 9,343
Change+120 (+1%)
Value$342.8K (+$15.5K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares9,280 from 8,910
Change+370 (+4%)
Value$336.0K (+$335.7K)
Filed 2026-10-02
AlphaCore Capital LLC
INCREASED
Shares9,092 from 4,990
Change+4,102 (+82%)
Value$329.4K (+$154.6K)
Filed 2026-11-04
Clarity Capital Advisors, LLC
INCREASED
Shares8,980 from 8,934
Change+46 (+1%)
Value$325.3K (+$12.4K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
INCREASED
Shares8,919 from 8,877
Change+42 (+0%)
Value$323.1K (+$12.2K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
DECREASED
Shares8,912 from 39,619
Change-30,707 (-78%)
Value$322.9K (-$1.1M)
Filed 2026-10-26
Stevens Capital Partners
NEW
Shares8,846
Change+8,846
Value$320.5K
Filed 2026-10-29
Elevate Wealth Advisory, Inc
DECREASED
Shares8,609 from 9,124
Change-515 (-6%)
Value$311.9K (-$7.7K)
Filed 2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED
Shares8,538 from 8,081
Change+457 (+6%)
Value$309.3K (+$26.3K)
Filed 2026-10-05
Family Office Research LLC
UNCHANGED
Shares8,258 from 8,258
Change0 (0%)
Value$299.2K (+$9.9K)
Filed 2026-10-14
Legacy Edge Advisors, LLC
INCREASED
Shares6,962 from 6,951
Change+11 (+0%)
Value$252.2K (+$8.7K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares6,685 from 6,685
Change0 (0%)
Value$242.2K (+$8.0K)
Filed 2026-11-06
Dixon Fnancial Services, Inc.
INCREASED
Shares6,503 from 6,070
Change+433 (+7%)
Value$235.6K (+$23.0K)
Filed 2026-10-23
GEM Asset Management, LLC
INCREASED
Shares6,266 from 6,252
Change+14 (+0%)
Value$227.0K (+$8.0K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED
Shares6,225 from 14,702
Change-8,477 (-58%)
Value$225.5K (-$289.5K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
DECREASED
Shares6,086 from 8,731
Change-2,645 (-30%)
Value$220.5K (-$85.4K)
Filed 2026-10-21
Secure Asset Management, LLC
INCREASED
Shares5,875 from 5,861
Change+14 (+0%)
Value$212.9K (+$7.5K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
NEW
Shares5,604
Change+5,604
Value$203.0K
Filed 2026-10-13
Integrity Advisory Solutions, LLC
NEW
Shares5,565
Change+5,565
Value$201.6K
Filed 2026-10-29
Aspiriant, LLC
NEW
Shares5,538
Change+5,538
Value$200.6K
Filed 2026-10-16
Blue Trust, Inc.
UNCHANGED
Shares4,708 from 4,708
Change0 (0%)
Value$170.6K (+$5.6K)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares4,260 from 11,774
Change-7,514 (-64%)
Value$154.3K (-$258.1K)
Filed 2026-11-04
Pillar Financial Advisors, LLC
UNCHANGED
Shares3,903 from 3,903
Change0 (0%)
Value$141.4K (+$4.7K)
Filed 2026-10-21
Harbour Investments, Inc.
INCREASED
Shares3,580 from 3,579
Change+1 (+0%)
Value$129.7K (+$4.3K)
Filed 2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED
Shares3,339 from 3,225
Change+114 (+4%)
Value$121.0K (+$8.0K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares3,233 from 2,790
Change+443 (+16%)
Value$117.1K (+$19.4K)
Filed 2026-10-20
Fairman Group, LLC
INCREASED
Shares3,171 from 3,154
Change+17 (+1%)
Value$114.9K (+$4.4K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares2,619 from 2,570
Change+49 (+2%)
Value$94.9K (+$4.9K)
Filed 2026-10-16
Horizon Financial Services, LLC
INCREASED
Shares2,307 from 1,244
Change+1,063 (+85%)
Value$83.6K (+$40.0K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares2,005 from 1,619
Change+386 (+24%)
Value$72.6K (+$15.9K)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$72.1K (+$2.4K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,705 from 1,802
Change-97 (-5%)
Value$61.8K (-$1.4K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares1,700 from 207
Change+1,493 (+721%)
Value$61.6K (+$54.3K)
Filed 2026-11-05
Angeles Wealth Management, LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$57.4K (+$1.9K)
Filed 2026-10-26
Markowski Investments
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$47.8K (+$1.6K)
Filed 2026-10-30
Russell Investments Group, Ltd.
DECREASED
Shares1,276 from 1,941
Change-665 (-34%)
Value$46.2K (-$21.8K)
Filed 2026-11-06
Prudent Man Investment Management, Inc.
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$32.4K (+$2.9K)
Filed 2026-11-03
Oakworth Capital, Inc.
NEW
Shares861
Change+861
Value$31.2K
Filed 2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$30.2K (+$1.0K)
Filed 2026-10-23
Hurley Capital, LLC
INCREASED
Shares767 from 764
Change+3 (+0%)
Value$27.8K (+$1.1K)
Filed 2026-11-05
IFG Advisory, LLC
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$26.0K (+$862)
Filed 2026-11-09
Acumen Wealth Advisors, LLC
NEW
Shares696
Change+696
Value$25.2K
Filed 2026-11-05
Team Financial Group, LLC
NEW
Shares649
Change+649
Value$23.5K
Filed 2026-10-30
Triumph Capital Management
INCREASED
Shares606 from 603
Change+3 (+1%)
Value$21.9K (+$835)
Filed 2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$21.4K (+$709)
Filed 2026-10-22
N.E.W. Advisory Services LLC
INCREASED
Shares575 from 309
Change+266 (+86%)
Value$20.8K (+$10.0K)
Filed 2026-11-09
Gleason Group, Inc.
INCREASED
Shares571 from 568
Change+3 (+1%)
Value$20.7K (+$787)
Filed 2026-10-15
Jnba Financial Advisors
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$17.2K (+$569)
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$16.6K (+$550)
Filed 2026-11-03
Highline Wealth Partners LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$16.1K (+$532)
Filed 2026-10-19
Montgomery Financial Services LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$14.8K (+$491)
Filed 2026-11-03
Strive Financial Group,LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$14.4K (+$478)
Filed 2026-11-09
Birchwood Financial Partners, Inc.
INCREASED
Shares379 from 377
Change+2 (+1%)
Value$13.7K (+$524)
Filed 2026-11-02
New England Capital Financial Advisors LLC
INCREASED
Shares321 from 319
Change+2 (+1%)
Value$11.6K (+$442)
Filed 2026-11-03
Trust Co
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$11.6K (+$385)
Filed 2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$11.0K (+$365)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares296
Change+296
Value$10.7K
Filed 2026-11-05
Hughes Financial Services, LLC
NEW
Shares255
Change+255
Value$9.2K
Filed 2026-10-30
Bell Investment Advisors, Inc
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$9.0K (+$299)
Filed 2026-10-29
Archer Investment Corp
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$9.0K (+$299)
Filed 2026-11-05
Clearstead Advisors, LLC
NEW
Shares241
Change+241
Value$8.7K
Filed 2026-11-06
Hantz Financial Services, Inc.
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$9 (+$1)
Filed 2026-11-09
Lodestone Wealth Management LLC
INCREASED
Shares235 from 234
Change+1 (+0%)
Value$8.5K (+$324)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares213 from 139
Change+74 (+53%)
Value$7.7K (+$2.8K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares192 from 193
Change-1 (-1%)
Value$7.0K (+$232)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares187
Change+187
Value$6.8K
Filed 2026-10-27
Gamma Investing LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$6.1K (+$202)
Filed 2026-10-08
Golden State Wealth Management, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$6.0K (+$199)
Filed 2026-11-02
Geneos Wealth Management Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$5.9K (+$195)
Filed 2026-11-09
DecisionPoint Financial, LLC
INCREASED
Shares162 from 161
Change+1 (+1%)
Value$5.8K (+$104)
Filed 2026-10-27
Yankcom Partnership
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$4.5K (+$150)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
NEW
Shares116
Change+116
Value$4
Filed 2026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$4.1K (+$158)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares100 from 1,991
Change-1,891 (-95%)
Value$3.6K (-$66.1K)
Filed 2026-11-05
Bessemer Group Inc
NEW
Shares92
Change+92
Value$3
Filed 2026-11-09
Cullen T Bankers, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.1K (+$102)
Filed 2026-10-28
SRH Advisors, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.0K (+$100)
Filed 2026-10-22
Kingdom Financial Group Llc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$2.9K (+$112)
Filed 2026-11-04
Clearstead Trust, LLC
NEW
Shares69
Change+69
Value$2.5K
Filed 2026-11-06
Signature Equity Partners, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.0K (+$76)
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.6K (+$53)
Filed 2026-11-02
Lanark Financial, Inc.
NEW
Shares27
Change+27
Value$978
Filed 2026-10-26
Versant Capital Management, Inc
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$870 (+$29)
Filed 2026-10-02
Rosenberg Matthew Hamilton
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$761 (+$25)
Filed 2026-10-05
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 30,854
Change-30,854 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-22
XY Planning Network, Inc.
CLOSED
Shares0 from 13,880
Change-13,880 (-100%)
Value$0 (-$486.2K)
Filed 2026-10-14
Opus Financial Solutions LLC
CLOSED
Shares0 from 7,668
Change-7,668 (-100%)
Value$0 (-$268.6K)
Filed 2026-11-06
Park Place Capital Corp
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$28.7K)
Filed 2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$26.5K)
Filed 2026-10-14
Evolution Wealth Management Inc.
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$10.2K)
Filed 2026-10-28
Register Financial Advisors LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-23
Jones Financial Companies Lllp
N/A
Shares— from 61,365,155
Change-61,365,155 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,098,700
Change-13,098,700 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,308,950
Change-3,308,950 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,800,232
Change-2,800,232 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,975,099
Change-1,975,099 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,741,088
Change-1,741,088 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,423,549
Change-1,423,549 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,268,108
Change-1,268,108 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,213,154
Change-1,213,154 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 918,993
Change-918,993 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 873,168
Change-873,168 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 687,488
Change-687,488 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 681,890
Change-681,890 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 664,496
Change-664,496 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 659,583
Change-659,583 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 650,636
Change-650,636 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 601,708
Change-601,708 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 591,702
Change-591,702 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 455,568
Change-455,568 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 453,219
Change-453,219 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 413,172
Change-413,172 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 338,811
Change-338,811 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 333,265
Change-333,265 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 328,781
Change-328,781 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 309,902
Change-309,902 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 308,255
Change-308,255 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 296,400
Change-296,400 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 274,142
Change-274,142 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 262,784
Change-262,784 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 262,173
Change-262,173 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 243,338
Change-243,338 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 241,249
Change-241,249 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 210,505
Change-210,505 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 192,518
Change-192,518 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 173,050
Change-173,050 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 152,202
Change-152,202 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 149,367
Change-149,367 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 136,162
Change-136,162 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 132,545
Change-132,545 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 130,671
Change-130,671 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 127,912
Change-127,912 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 106,965
Change-106,965 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 97,605
Change-97,605 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 93,848
Change-93,848 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 90,568
Change-90,568 (-100%)
Value—
Betterment LLC
N/A
Shares— from 88,164
Change-88,164 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 82,924
Change-82,924 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 75,592
Change-75,592 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 72,960
Change-72,960 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 72,845
Change-72,845 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 69,071
Change-69,071 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 66,958
Change-66,958 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 63,619
Change-63,619 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 61,455
Change-61,455 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 59,779
Change-59,779 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 55,372
Change-55,372 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 48,173
Change-48,173 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 44,596
Change-44,596 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 43,079
Change-43,079 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 41,571
Change-41,571 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 39,207
Change-39,207 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 34,052
Change-34,052 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 32,053
Change-32,053 (-100%)
Value—
&partners
N/A
Shares— from 30,246
Change-30,246 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 24,870
Change-24,870 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 23,637
Change-23,637 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 21,999
Change-21,999 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 21,747
Change-21,747 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 20,502
Change-20,502 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,771
Change-19,771 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 19,003
Change-19,003 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 18,702
Change-18,702 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 18,637
Change-18,637 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 18,588
Change-18,588 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 17,194
Change-17,194 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 17,053
Change-17,053 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 16,438
Change-16,438 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,739
Change-15,739 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 15,067
Change-15,067 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 13,915
Change-13,915 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 13,641
Change-13,641 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,657
Change-12,657 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,288
Change-12,288 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,171
Change-12,171 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 11,421
Change-11,421 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 11,264
Change-11,264 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,066
Change-9,066 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 8,999
Change-8,999 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 8,877
Change-8,877 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 8,798
Change-8,798 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,639
Change-8,639 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,099
Change-8,099 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 7,955
Change-7,955 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,819
Change-7,819 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,673
Change-7,673 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,696
Change-6,696 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,023
Change-4,023 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 914
Change-914 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 716
Change-716 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 164
Change-164 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 151
Change-151 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23
Change-23 (-100%)
Value—
Status
Matson Money. Inc.
INCREASED12,220,28011,919,623+300,657+3%$417.5M$442.7M+$25.2M2026-10-23
First Citizens Bank & Trust Co
INCREASED3,395,8103,214,071+181,739+6%$112.6M$123.0M+$10.4M2026-10-14
Creative Planning
DECREASED2,323,1082,410,679-87,571-4%$84.4M$84.2M-$279.9K2026-11-02
Assetmark, Inc
INCREASED2,322,0202,224,202+97,818+4%$77.9M$84.1M+$6.2M2026-10-21
Park Avenue Securities LLC
INCREASED1,935,2081,853,826+81,382+4%$64.9M$70.1M+$5.2M2026-10-26
Root Financial Partners, LLC
INCREASED1,805,9751,635,368+170,607+10%$57.3M$65.4M+$8.1M2026-10-21
Vise Technologies, Inc.
INCREASED1,782,2481,582,555+199,693+13%$55.4M$64.6M+$9.1M2026-10-29
TCI Wealth Advisors, Inc.
INCREASED1,640,5291,562,031+78,498+5%$54.7M$59.4M+$4.7M2026-10-30
Bank of Montreal
INCREASED1,544,3951,498,139+46,256+3%$52.5M$56.0M+$3.5M2026-11-09
Evanson Financial, LLC
DECREASED1,420,8001,430,072-9,272-1%$50.1M$51.5M+$1.4M2026-10-23
Mather Group, Llc.
DECREASED1,307,9161,363,387-55,471-4%$47.8M$47.4M-$373.6K2026-10-14
Wescott Financial Advisory Group, LLC
DECREASED1,194,6601,198,371-3,7110%$42.0M$43.3M+$1.3M2026-11-09
Discipline Wealth Solutions, LLC
INCREASED1,047,4001,014,876+32,524+3%$35.6M$37.9M+$2.4M2026-10-14
Savant Capital, LLC
DECREASED866,903980,075-113,172-12%$34.3M$31.4M-$2.9M2026-11-06
Index Fund Advisors, Inc.
INCREASED725,367708,936+16,431+2%$24.8M$26.3M+$1.4M2026-11-05
Shore Point Advisors, LLC
INCREASED652,119621,981+30,138+5%$21.8M$23.6M+$1.8M2026-10-14
Eclectic Associates Inc
INCREASED625,531603,074+22,457+4%$21.1M$22.7M+$1.5M2026-10-09
Wealth Management Nebraska
INCREASED605,963579,166+26,797+5%$20.3M$22.0M+$1.7M2026-10-26
Sherrill & Hutchins Financial Advisory, Inc
INCREASED582,466550,660+31,806+6%$19.3M$21.1M+$1.8M2026-10-14
HighTower Advisors, LLC
INCREASED549,695326,837+222,858+68%$11.4M$19.9M+$8.5M2026-11-10
Tanager Wealth Management LLP
INCREASED537,139502,319+34,820+7%$17.6M$19.5M+$1.9M2026-10-19
Factor Wealth Management LTD
INCREASED533,072515,377+17,695+3%$18.1M$19.3M+$1.3M2026-10-08
Ballentine Capital Advisors, Inc
INCREASED488,941483,144+5,797+1%$16.9M$17.7M+$789.8K2026-10-14
Aire Advisors, LLC
INCREASED474,994461,663+13,331+3%$16.2M$17.2M+$1.0M2026-10-22
Abacus Planning Group, Inc.
INCREASED407,122389,220+17,902+5%$13.6M$14.8M+$1.1M2026-11-02
Three Arch Wealth Management LLC
INCREASED398,159383,932+14,227+4%$13.4M$14.4M+$976.2K2026-10-20
SVB Wealth LLC
DECREASED366,351383,364-17,013-4%$13.4M$13.3M-$156.3K2026-11-06
Berman McAleer LLC
INCREASED363,331330,048+33,283+10%$11.6M$13.2M+$1.6M2026-10-16
Tillman Hartley LLC
INCREASED354,418350,563+3,855+1%$12.3M$12.8M+$560.3K2026-11-06
Guardian Wealth Management, LLC
DECREASED350,972356,997-6,025-2%$12.5M$12.7M+$210.1K2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED348,802305,727+43,075+14%$10.7M$12.6M+$1.9M2026-10-13
Quent Capital, LLC
INCREASED339,753318,328+21,425+7%$11.2M$11.9M+$742.4K2026-11-09
LPL Financial LLC
INCREASED332,811300,540+32,271+11%$10.5M$12.1M+$1.5M2026-11-06
Allodium Investment Consultants, LLC
INCREASED331,116308,750+22,366+7%$10.8M$12.0M+$1.2M2026-10-14
Timonier Family Office, Ltd.
DECREASED328,663331,165-2,502-1%$11.6M$11.9M+$306.8K2026-11-03
GEN Financial Management, Inc.
INCREASED312,333311,963+370+0%$10.9M$11.3M+$387.8K2026-10-13
Larson Financial Group LLC
DECREASED307,778323,415-15,637-5%$11.3M$11.2M-$178.4K2026-11-05
Apella Capital, LLC
INCREASED307,644148,026+159,618+108%$5.2M$11.0M+$5.8M2026-10-08
Kelly Financial Group LLC
INCREASED306,670301,633+5,037+2%$10.6M$11.1M+$544.4K2026-10-16
Level Financial Advisors
INCREASED305,649286,576+19,073+7%$10.0M$11.1M+$1.0M2026-10-13
Allworth Financial LP
INCREASED289,669275,073+14,596+5%$9.6M$10.1M+$511.3K2026-11-06
Element Pointe Advisors, LLC
INCREASED279,756246,108+33,648+14%$8.6M$10.1M+$1.5M2026-10-21
Robinswood Financial LLC
DECREASED278,100283,738-5,638-2%$9.9M$10.0M+$19.4K2026-10-20
TCV Trust & Wealth Management, Inc.
INCREASED274,408261,318+13,090+5%$9.2M$9.9M+$787.8K2026-10-16
AMI Investment Management Inc
INCREASED273,879253,197+20,682+8%$8.9M$9.9M+$1.1M2026-10-27
Websterrogers Financial Advisors, LLC
INCREASED258,496257,792+704+0%$9.0M$9.4M+$334.9K2026-11-02
First Pacific Financial
INCREASED255,429233,965+21,464+9%$8.2M$9.3M+$1.1M2026-10-14
Collective Family Office LLC
INCREASED253,912248,919+4,993+2%$8.7M$9.2M+$479.6K2026-10-05
Wealth Enhancement Advisory Services, LLC
INCREASED209,536170,265+39,271+23%$5.3M$6.7M+$1.4M2026-10-13
McMill Wealth Management
NEW195,518—+195,518——$7.1M—2026-11-05
Davenport & Co LLC
INCREASED194,643188,014+6,629+4%$6.6M$7.1M+$465.8K2026-10-14
M Holdings Securities, Inc.
INCREASED184,598157,890+26,708+17%$5.5M$6.6K-$5.5M2026-11-03
Harbor Investment Advisory, LLC
INCREASED179,589178,444+1,145+1%$6.3M$6.5M+$255.6K2026-10-13
Tilson Financial Group, Inc.
INCREASED171,448163,392+8,056+5%$5.7M$6.2M+$487.9K2026-11-09
Commonwealth Equity Services, LLC
DECREASED164,317164,688-3710%$5.8M$6.0M+$184.2K2026-11-02
Trinity Financial Advisors LLC
INCREASED155,467143,084+12,383+9%$5.0M$5.6M+$620.3K2026-10-09
Broadway Wealth Solutions, Inc.
INCREASED150,154141,525+8,629+6%$5.0M$5.4M+$482.5K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED145,728144,823+905+1%$5.1M$5.3M+$206.6K2026-10-13
Acorn Creek Capital LLC
DECREASED141,316141,400-840%$5.0M$5.1M+$166.6K2026-11-05
Addison Advisors LLC
INCREASED135,825117,508+18,317+16%$4.1M$4.9M+$804.6K2026-11-06
Croban
DECREASED131,567134,319-2,752-2%$4.7M$4.8M+$61.5K2026-11-09
Syverson Strege & Co
DECREASED129,905131,864-1,959-1%$4.6M$4.7M+$87.2K2026-11-02
Sachem Hill LLC
INCREASED125,887123,106+2,781+2%$4.3M$4.6M+$248.5K2026-10-14
IAG Wealth Partners, LLC
INCREASED123,731112,576+11,155+10%$3.9M$4.5M+$539.2K2026-11-06
Thrivent Financial for Lutherans
NEW119,749—+119,749——$4.3M—2026-11-05
Williams Financial, LLC
INCREASED118,465116,135+2,330+2%$4.1M$4.3M+$223.8K2026-10-19
Spire Wealth Management
DECREASED114,897115,366-4690%$4.0M$4.2M+$121.4K2026-10-30
LAM Group, Inc.
DECREASED111,805114,245-2,440-2%$4.0M$4.1M+$48.7K2026-10-26
West Paces Advisors Inc.
INCREASED111,00976,747+34,262+45%$2.7M$4.0M+$1.3M2026-10-13
Avior Wealth Management, LLC
INCREASED109,569107,988+1,581+1%$3.8M$4.0M+$186.8K2026-10-13
Compound Planning, Inc.
INCREASED108,01685,089+22,927+27%$3.0M$3.9M+$932.7K2026-11-09
Sterling Wealth Management, Inc.
INCREASED103,183101,028+2,155+2%$3.5M$3.7M+$199.3K2026-10-23
First Citizens Asset Management, Inc.
INCREASED101,30998,369+2,940+3%$3.4M$3.7M+$224.6K2026-11-06
Ariadne Wealth Management, LP
DECREASED91,20191,512-3110%$3.2M$3.3M+$98.5K2026-11-06
Waterfront Wealth Inc.
DECREASED90,93591,688-753-1%$3.2M$3.3M+$20.5K2026-11-03
Strategic Wealth Advisors LLC
DECREASED86,24786,280-330%$2.8K$3.1M+$3.1M2026-11-06
InTrack Investment Management Inc
INCREASED85,53245,549+39,983+88%$1.6M$3.1M+$1.5M2026-10-15
Aurelius Family Office LLC
INCREASED79,18578,127+1,058+1%$2.7M$2.9M+$132.1K2026-10-23
Navigoe, LLC
DECREASED74,75976,222-1,463-2%$2.7M$2.7M+$38.0K2026-11-04
BIP Wealth, LLC
INCREASED74,71147,630+27,081+57%$1.7M$2.7M+$1.0M2026-10-22
Modera Wealth Management, LLC
DECREASED70,74474,410-3,666-5%$2.6M$2.6M-$43.5K2026-10-28
Austin Asset Management Co Inc
DECREASED68,20173,769-5,568-8%$2.6M$2.5M-$113.2K2026-10-29
Vestia Personal Wealth Advisors
INCREASED66,67962,978+3,701+6%$2.2M$2.4M+$209.7K2026-10-20
Vista Capital Partners, Inc.
DECREASED65,25965,304-450%$2.3M$2.4M+$76.7K2026-11-06
AdvisorNet Financial, Inc
INCREASED63,63163,411+220+0%$2.2M$2.3M+$53.2K2026-10-15
First United Bank & Trust
INCREASED63,30755,130+8,177+15%$1.9M$2.3M+$362.4K2026-10-22
Colony Family Offices, LLC
INCREASED62,86262,108+754+1%$2.2M$2.3M+$101.8K2026-10-22
Farther Finance Advisors, LLC
INCREASED62,76251,584+11,178+22%$1.8M$2.3M+$466.9K2026-10-08
Kestra Advisory Services, LLC
DECREASED61,40963,637-2,228-3%$2.2M$2.2M-$4.3K2026-11-02
Provident Wealth Management, LLC
DECREASED61,32566,512-5,187-8%$2.3M$2.2M-$108.1K2026-10-20
Motco
INCREASED60,34656,365+3,981+7%$2.0M$2.2M+$211.9K2026-11-09
ERn Financial, LLC
INCREASED59,52857,717+1,811+3%$2.0M$2.2M+$134.9K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED59,30363,815-4,512-7%$2.2M$2.1M-$86.0K2026-11-02
Axxcess Wealth Management, LLC
INCREASED59,18054,181+4,999+9%$1.9M$2.1M+$246.1K2026-10-21
PFG Advisors
INCREASED58,11656,460+1,656+3%$2.0M$2.1M+$127.8K2026-10-16
Maryland Capital Advisors Inc.
INCREASED57,24156,656+585+1%$2.0M$2.1M+$89.2K2026-10-15
CLG LLC
INCREASED55,73655,306+430+1%$1.9M$2.0M+$81.9K2026-10-13
Sollinda Capital Management LLC
INCREASED54,91545,805+9,110+20%$1.6M$2.0M+$385.0K2026-11-09
Glass Jacobson Investment Advisors llc
DECREASED53,69054,615-925-2%$1.9M$1.9M+$32.0K2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED53,59050,548+3,042+6%$1.8M$1.9M+$170.9K2026-10-28
Kane Co Wealth Management, Inc.
INCREASED52,66751,554+1,113+2%$1.8M$1.9M+$102.2K2026-11-04
Ballast Financial Advisors LLC
DECREASED51,00751,835-828-2%$1.8M$1.8M+$32.2K2026-10-26
DiNuzzo Private Wealth, Inc.
DECREASED46,78047,037-257-1%$1.6M$1.7M+$47.1K2026-10-16
Mission Wealth Management, LP
DECREASED45,06945,304-235-1%$1.6M$1.6M+$45.8K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED44,61244,707-950%$1.6M$1.6M+$50.2K2026-11-06
Prospect Financial Group LLC
DECREASED44,23660,906-16,670-27%$2.1M$1.6M-$530.9K2026-11-05
Forum Financial Management, LP
INCREASED43,39343,307+86+0%$1.5M$1.6M+$55.1K2026-10-16
Tortoise Investment Management, LLC
INCREASED42,51740,921+1,596+4%$1.4M$1.5M+$106.9K2026-11-06
JDH Wealth Management, LLC
INCREASED39,07439,028+46+0%$1.4M$1.4M+$48.5K2026-10-20
Frankly Finances, LLC
DECREASED37,98853,162-15,174-29%$1.9M$1.4M-$486.0K2026-10-28
Narus Financial Partners, LLC
DECREASED37,08139,334-2,253-6%$1.4M$1.3M-$34.4K2026-10-19
Cardiff Park Advisors, LLC
INCREASED34,55619,139+15,417+81%$670.4K$1.3M+$581.5K2026-11-09
Werba Rubin Papier Wealth Management
INCREASED33,75333,627+126+0%$1.2M$1.2M+$44.9K2026-11-06
Choreo, LLC
INCREASED33,60014,685+18,915+129%$514.4K$1.2M+$702.9K2026-10-28
DBK Financial Counsel, LLC
INCREASED31,90231,763+139+0%$1.1M$1.2M+$43.2K2026-10-13
Andrews, Lucia Wealth Management LLC
INCREASED30,60222,927+7,675+33%$803.1K$1.1M+$305.6K2026-11-02
MB Generational Wealth, LLC
UNCHANGED24,74424,74400%$866.8K$896.5K+$29.7K2026-11-09
Chicago Partners Investment Group LLC
DECREASED23,79123,989-198-1%$842.5K$841.5K-$1.0K2026-10-27
Capital Investment Advisory Services, LLC
INCREASED23,14721,824+1,323+6%$764.5K$842.2K+$77.7K2026-10-30
Blume Capital Management, Inc.
UNCHANGED23,10023,10000%$809.2K$836.9K+$27.7K2026-10-26
Integras Partners LLC
DECREASED22,65323,146-493-2%$810.8K$820.7K+$9.9K2026-10-30
Tranquility Partners, LLC
INCREASED21,78716,755+5,032+30%$586.9K$789.3K+$202.4K2026-10-20
Joseph Group Capital Management
INCREASED21,54718,744+2,803+15%$656.6K$780.6K+$124.0K2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED20,99921,171-172-1%$745.6K$749.7K+$4.0K2026-10-13
West Wealth Group, LLC
INCREASED20,11720,014+103+1%$701.1K$728.8K+$27.7K2026-10-14
Everhart Financial Group, Inc.
INCREASED20,01216,188+3,824+24%$567.1K$725.0K+$158.0K2026-10-08
Washington Trust Advisors, Inc.
INCREASED19,81319,720+93+0%$690.8K$717.8K+$27.0K2026-10-22
Ascentis Independent Advisors
NEW19,646—+19,646——$711.8K—2026-11-03
Granville Capital, Inc.
INCREASED19,41410,286+9,128+89%$360.3K$703.4K+$343.1K2026-11-05
Quad-Cities Investment Group, LLC
DECREASED19,18319,478-295-2%$682.3K$695.0K+$12.7K2026-10-16
United Advisor Group, LLC
INCREASED19,00716,106+2,901+18%$564.2K$688.6K+$124.4K2026-11-03
Rockwood Wealth Management, LLC
UNCHANGED18,96318,96300%$664.3K$687.0K+$22.8K2026-10-27
Bank of New York Mellon Corp
NEW17,978—+17,978——$651.4K—2026-11-05
Sutton Place Investors LLC
INCREASED17,58517,462+123+1%$611.7K$637.1K+$25.4K2026-10-20
Quarry Hill Advisors, LLC
NEW16,743—+16,743——$606.6K—2026-11-04
Strategent Financial, LLC
INCREASED16,5879,496+7,091+75%$332.6K$600.9K+$268.3K2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED15,99915,623+376+2%$547.3K$579.6K+$32.4K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED15,36115,604-243-2%$546.6K$556.5K+$9.9K2026-10-16
rebel Financial LLC
INCREASED15,17315,106+67+0%$529.1K$549.7K+$20.6K2026-11-04
Pacific Asset Management, LLC
INCREASED14,75612,555+2,201+18%$439.8K$534.6K+$94.8K2026-10-15
Partners in Financial Planning
INCREASED14,69212,793+1,899+15%$448.2K$532.3K+$84.2K2026-11-06
TAGStone Capital, Inc.
INCREASED13,22313,165+58+0%$461.2K$479.1K+$17.9K2026-11-09
New Dimensions Wealth Management, LLC
INCREASED12,95512,919+36+0%$452.6K$469.4K+$16.8K2026-11-02
Shearwater Capital LLC
INCREASED12,35612,239+117+1%$428.7K$447.7K+$18.9K2026-10-13
Long Island Wealth Management, Inc.
INCREASED12,2677,353+4,914+67%$257.6K$444.4K+$186.9K2026-10-20
SAX Wealth Advisors, LLC
DECREASED12,26514,927-2,662-18%$502.6K$444.4K-$58.2K2026-10-13
Fifth Third Bancorp
INCREASED12,15812,116+42+0%$424.4K$440.5K+$16.1K2026-11-05
AWM Capital, LLC
INCREASED11,92511,865+60+1%$415.6K$432.1K+$16.4K2026-10-16
Squire Investment Management Company, LLC
DECREASED11,71512,701-986-8%$444.9K$424.4K-$20.5K2026-11-03
Navigate Wealth Management, LLC
INCREASED11,4749,614+1,860+19%$339.1K$413.4K+$74.3K2026-10-14
180 Wealth Advisors, LLC
DECREASED11,43611,646-210-2%$408.0K$414.3K+$6.4K2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED11,15811,15800%$390.9K$404.2K+$13.4K2026-10-19
Abel Hall, LLC
DECREASED11,09711,100-30%$388.8K$402.0K+$13.2K2026-10-19
Merit Financial Group, LLC
INCREASED10,91210,646+266+3%$372.9K$395.3K+$22.4K2026-11-06
Sterling Financial Planning, Inc.
INCREASED10,78710,763+24+0%$377.0K$390.8K+$13.8K2026-10-28
Burton Enright Welch
UNCHANGED10,33210,33200%$361.9K$374.3K+$12.4K2026-11-04
IFG Advisors, LLC
DECREASED10,10711,588-1,481-13%$405.9K$366.2K-$39.8K2026-10-15
Diversify Wealth Management, LLC
INCREASED9,7799,467+312+3%$336.8K$351.3K+$14.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED9,7799,467+312+3%$336.8K$351.3K+$14.4K2026-10-20
SeaCrest Wealth Management, LLC
INCREASED9,4639,343+120+1%$327.3K$342.8K+$15.5K2026-10-21
CX Institutional
INCREASED9,2808,910+370+4%$312$336.0K+$335.7K2026-10-02
AlphaCore Capital LLC
INCREASED9,0924,990+4,102+82%$174.8K$329.4K+$154.6K2026-11-04
Clarity Capital Advisors, LLC
INCREASED8,9808,934+46+1%$313.0K$325.3K+$12.4K2026-10-27
Signal Advisors Wealth, LLC
INCREASED8,9198,877+42+0%$311.0K$323.1K+$12.2K2026-10-13
Vermillion Wealth Management, Inc.
DECREASED8,91239,619-30,707-78%$1.4M$322.9K-$1.1M2026-10-26
Stevens Capital Partners
NEW8,846—+8,846——$320.5K—2026-10-29
Elevate Wealth Advisory, Inc
DECREASED8,6099,124-515-6%$319.6K$311.9K-$7.7K2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED8,5388,081+457+6%$283.1K$309.3K+$26.3K2026-10-05
Family Office Research LLC
UNCHANGED8,2588,25800%$289.3K$299.2K+$9.9K2026-10-14
Legacy Edge Advisors, LLC
INCREASED6,9626,951+11+0%$243.5K$252.2K+$8.7K2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED6,6856,68500%$234.2K$242.2K+$8.0K2026-11-06
Dixon Fnancial Services, Inc.
INCREASED6,5036,070+433+7%$212.6K$235.6K+$23.0K2026-10-23
GEM Asset Management, LLC
INCREASED6,2666,252+14+0%$219.0K$227.0K+$8.0K2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED6,22514,702-8,477-58%$515.0K$225.5K-$289.5K2026-10-15
Wealthcare Advisory Partners LLC
DECREASED6,0868,731-2,645-30%$305.9K$220.5K-$85.4K2026-10-21
Secure Asset Management, LLC
INCREASED5,8755,861+14+0%$205.3K$212.9K+$7.5K2026-10-19
Signature Estate & Investment Advisors LLC
NEW5,604—+5,604——$203.0K—2026-10-13
Integrity Advisory Solutions, LLC
NEW5,565—+5,565——$201.6K—2026-10-29
Aspiriant, LLC
NEW5,538—+5,538——$200.6K—2026-10-16
Blue Trust, Inc.
UNCHANGED4,7084,70800%$164.9K$170.6K+$5.6K2026-10-15
Creative Financial Designs Inc
DECREASED4,26011,774-7,514-64%$412.4K$154.3K-$258.1K2026-11-04
Pillar Financial Advisors, LLC
UNCHANGED3,9033,90300%$136.7K$141.4K+$4.7K2026-10-21
Harbour Investments, Inc.
INCREASED3,5803,579+1+0%$125.4K$129.7K+$4.3K2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED3,3393,225+114+4%$113.0K$121.0K+$8.0K2026-10-29
Private Trust Co NA
INCREASED3,2332,790+443+16%$97.7K$117.1K+$19.4K2026-10-20
Fairman Group, LLC
INCREASED3,1713,154+17+1%$110.5K$114.9K+$4.4K2026-10-26
IFP Advisors, Inc
INCREASED2,6192,570+49+2%$90.0K$94.9K+$4.9K2026-10-16
Horizon Financial Services, LLC
INCREASED2,3071,244+1,063+85%$43.6K$83.6K+$40.0K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED2,0051,619+386+24%$56.7K$72.6K+$15.9K2026-11-04
UMB Bank, n.a.
UNCHANGED1,9901,99000%$69.7K$72.1K+$2.4K2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED1,7051,802-97-5%$63.1K$61.8K-$1.4K2026-11-03
US Bancorp \de\
INCREASED1,700207+1,493+721%$7.3K$61.6K+$54.3K2026-11-05
Angeles Wealth Management, LLC
UNCHANGED1,5851,58500%$55.5K$57.4K+$1.9K2026-10-26
Markowski Investments
UNCHANGED1,3191,31900%$46.2K$47.8K+$1.6K2026-10-30
Russell Investments Group, Ltd.
DECREASED1,2761,941-665-34%$68.0K$46.2K-$21.8K2026-11-06
Prudent Man Investment Management, Inc.
UNCHANGED89389300%$29.4K$32.4K+$2.9K2026-11-03
Oakworth Capital, Inc.
NEW861—+861——$31.2K—2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED83383300%$29.2K$30.2K+$1.0K2026-10-23
Hurley Capital, LLC
INCREASED767764+3+0%$26.8K$27.8K+$1.1K2026-11-05
IFG Advisory, LLC
UNCHANGED71971900%$25.2K$26.0K+$8622026-11-09
Acumen Wealth Advisors, LLC
NEW696—+696——$25.2K—2026-11-05
Team Financial Group, LLC
NEW649—+649——$23.5K—2026-10-30
Triumph Capital Management
INCREASED606603+3+1%$21.1K$21.9K+$8352026-10-14
Farmers & Merchants Investments Inc
UNCHANGED59159100%$20.7K$21.4K+$7092026-10-22
N.E.W. Advisory Services LLC
INCREASED575309+266+86%$10.8K$20.8K+$10.0K2026-11-09
Gleason Group, Inc.
INCREASED571568+3+1%$19.9K$20.7K+$7872026-10-15
Jnba Financial Advisors
UNCHANGED47447400%$16.6K$17.2K+$5692026-11-03
Asset Dedication, LLC
UNCHANGED45845800%$16.0K$16.6K+$5502026-11-03
Highline Wealth Partners LLC
UNCHANGED44344300%$15.5K$16.1K+$5322026-10-19
Montgomery Financial Services LLC
UNCHANGED40940900%$14.3K$14.8K+$4912026-11-03
Strive Financial Group,LLC
UNCHANGED39839800%$13.9K$14.4K+$4782026-11-09
Birchwood Financial Partners, Inc.
INCREASED379377+2+1%$13.2K$13.7K+$5242026-11-02
New England Capital Financial Advisors LLC
INCREASED321319+2+1%$11.2K$11.6K+$4422026-11-03
Trust Co
UNCHANGED32132100%$11.2K$11.6K+$3852026-10-09
Signature Resources Capital Management, LLC
UNCHANGED30430400%$10.6K$11.0K+$3652026-10-16
Jacobi Capital Management LLC
NEW296—+296——$10.7K—2026-11-05
Hughes Financial Services, LLC
NEW255—+255——$9.2K—2026-10-30
Bell Investment Advisors, Inc
UNCHANGED24924900%$8.7K$9.0K+$2992026-10-29
Archer Investment Corp
UNCHANGED24924900%$8.7K$9.0K+$2992026-11-05
Clearstead Advisors, LLC
NEW241—+241——$8.7K—2026-11-06
Hantz Financial Services, Inc.
UNCHANGED23723700%$8$9+$12026-11-09
Lodestone Wealth Management LLC
INCREASED235234+1+0%$8.2K$8.5K+$3242026-10-14
Parkside Financial Bank & Trust
INCREASED213139+74+53%$4.9K$7.7K+$2.8K2026-10-27
CoreCap Advisors, LLC
DECREASED192193-1-1%$6.8K$7.0K+$2322026-10-08
Latitude Advisors, LLC
NEW187—+187——$6.8K—2026-10-27
Gamma Investing LLC
UNCHANGED16816800%$5.9K$6.1K+$2022026-10-08
Golden State Wealth Management, LLC
UNCHANGED16616600%$5.8K$6.0K+$1992026-11-02
Geneos Wealth Management Inc.
UNCHANGED16316300%$5.7K$5.9K+$1952026-11-09
DecisionPoint Financial, LLC
INCREASED162161+1+1%$5.7K$5.8K+$1042026-10-27
Yankcom Partnership
UNCHANGED12512500%$4.4K$4.5K+$1502026-10-15
Hazlett, Burt & Watson, Inc.
NEW116—+116——$4—2026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED11411400%$4.0K$4.1K+$1582026-11-04
Central Trust Co
DECREASED1001,991-1,891-95%$69.7K$3.6K-$66.1K2026-11-05
Bessemer Group Inc
NEW92—+92——$3—2026-11-09
Cullen T Bankers, Inc.
UNCHANGED858500%$3.0K$3.1K+$1022026-10-28
SRH Advisors, LLC
UNCHANGED848400%$2.9K$3.0K+$1002026-10-22
Kingdom Financial Group Llc.
UNCHANGED818100%$2.8K$2.9K+$1122026-11-04
Clearstead Trust, LLC
NEW69—+69——$2.5K—2026-11-06
Signature Equity Partners, LLC
UNCHANGED555500%$1.9K$2.0K+$762026-10-29
Key FInancial Inc
UNCHANGED444400%$1.5K$1.6K+$532026-11-02
Lanark Financial, Inc.
NEW27—+27——$978—2026-10-26
Versant Capital Management, Inc
UNCHANGED242400%$841$870+$292026-10-02
Rosenberg Matthew Hamilton
UNCHANGED212100%$736$761+$252026-10-05
Arcadia Wealth Management, LLC
CLOSED030,854-30,854-100%$1.1M$0-$1.1M2026-10-22
XY Planning Network, Inc.
CLOSED013,880-13,880-100%$486.2K$0-$486.2K2026-10-14
Opus Financial Solutions LLC
CLOSED07,668-7,668-100%$268.6K$0-$268.6K2026-11-06
Park Place Capital Corp
CLOSED0818-818-100%$28.7K$0-$28.7K2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0757-757-100%$26.5K$0-$26.5K2026-10-14
Evolution Wealth Management Inc.
CLOSED0290-290-100%$10.2K$0-$10.2K2026-10-28
Register Financial Advisors LLC
CLOSED0178-178-100%$6.2K$0-$6.2K2026-10-23
Jones Financial Companies Lllp
N/A—61,365,155-61,365,155-100%$2.2B———
Natixis Advisors, LLC
N/A—13,098,700-13,098,700-100%$458.8M———
Envestnet Portfolio Solutions, Inc.
N/A—3,308,950-3,308,950-100%$115.9M———
UBS Group AG
N/A—2,800,232-2,800,232-100%$98.1M———
Envestnet Asset Management Inc
N/A—1,975,099-1,975,099-100%$69.2M———
Modern Wealth Management, LLC
N/A—1,741,088-1,741,088-100%$61.0M———
Composition Wealth, LLC
N/A—1,423,549-1,423,549-100%$49.9M———
Cerity Partners LLC
N/A—1,268,108-1,268,108-100%$44.4M———
Northwestern Mutual Wealth Management Co
N/A—1,213,154-1,213,154-100%$42.5M———
Bank of America Corp
N/A—918,993-918,993-100%$32.2M———
Focus Partners Wealth
N/A—873,168-873,168-100%$30.6M———
Satovsky Asset Management LLC
N/A—687,488-687,488-100%$24.1M———
Bluespring Wealth Management, LLC
N/A—681,890-681,890-100%$23.9M———
Janney Montgomery Scott LLC
N/A—664,496-664,496-100%$23.3M———
Tobias Financial Advisors, Inc.
N/A—659,583-659,583-100%$23.1M———
Goldman Sachs Group Inc
N/A—650,636-650,636-100%$22.8M———
Mercer Global Advisors Inc
N/A—601,708-601,708-100%$21.1M———
Alesco Advisors, LLC, An ESL Co
N/A—591,702-591,702-100%$20.7M———
Advisory Alpha, LLC
N/A—455,568-455,568-100%$16.0M———
Brand Asset Management Group, Inc.
N/A—453,219-453,219-100%$15.9M———
Planning Center, Inc.
N/A—413,172-413,172-100%$14.5M———
Ritter Daniher Financial Advisory LLC / de
N/A—338,811-338,811-100%$11.9M———
Raymond James Financial Inc
N/A—333,265-333,265-100%$11.7M———
Osaic Holdings, Inc.
N/A—328,781-328,781-100%$11.5M———
Northern Trust Corp
N/A—309,902-309,902-100%$10.9M———
JPMorgan Chase & Co
N/A—308,255-308,255-100%$10.8M———
Beacon Pointe Advisors, LLC
N/A—296,400-296,400-100%$10.4M———
Disciplined Investments, LLC
N/A—274,142-274,142-100%$9.6M———
Rothschild Wealth LLC
N/A—262,784-262,784-100%$9.2M———
Capital Analysts, LLC
N/A—262,173-262,173-100%$9.2M———
Jane Street Group, LLC
N/A—243,338-243,338-100%$8.5M———
Equitable Holdings, Inc.
N/A—241,249-241,249-100%$8.5M———
Focus Partners Advisor Solutions, LLC
N/A—210,505-210,505-100%$7.4M———
Sequoia Financial Advisors, LLC
N/A—192,518-192,518-100%$6.7M———
Susquehanna International Group, LLP
N/A—173,050-173,050-100%$6.1M———
Integrity Wealth Solutions LLC
N/A—152,202-152,202-100%$5.3M———
Morris Financial Concepts, Inc.
N/A—149,367-149,367-100%$5.2M———
Pinney & Scofield, Inc.
N/A—136,162-136,162-100%$4.8M———
Waverly Advisors, LLC
N/A—132,545-132,545-100%$4.6M———
Parkwoods Wealth Partners, LLC
N/A—130,671-130,671-100%$4.6M———
Viaable, LLC
N/A—127,912-127,912-100%$4.5M———
Vance Wealth, LLC
N/A—106,965-106,965-100%$3.7M———
Sanctuary Advisors, LLC
N/A—97,605-97,605-100%$3.4M———
Summit Financial, LLC
N/A—93,848-93,848-100%$3.3M———
Mariner, LLC
N/A—90,568-90,568-100%$3.2M———
Betterment LLC
N/A—88,164-88,164-100%$3.1M———
MML Investors Services, LLC
N/A—82,924-82,924-100%$2.9M———
Jackson Thornton Wealth Management, LLC
N/A—75,592-75,592-100%$2.6M———
Indie Asset Partners, LLC
N/A—72,960-72,960-100%$2.6M———
Ruedi Wealth Management, Inc.
N/A—72,845-72,845-100%$2.6M———
NewEdge Advisors, LLC
N/A—69,071-69,071-100%$2.4M———
Fortis Advisors, LLC
N/A—66,958-66,958-100%$2.3M———
Cary Street Partners Financial LLC
N/A—63,619-63,619-100%$2.2M———
SEI Investments Co
N/A—61,455-61,455-100%$2.2M———
Royal Bank of Canada
N/A—59,779-59,779-100%$2.1M———
McNamara Financial Services, Inc.
N/A—55,372-55,372-100%$1.9M———
Captrust Financial Advisors
N/A—48,173-48,173-100%$1.7M———
Private Advisor Group, LLC
N/A—44,596-44,596-100%$1.6M———
Morgan Stanley
N/A—43,079-43,079-100%$1.5M———
Noble Wealth Partners LLC
N/A—41,571-41,571-100%$1.5M———
WPWealth LLP
N/A—39,207-39,207-100%$1.4M———
Arkadios Wealth Advisors
N/A—34,052-34,052-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—32,053-32,053-100%$1.1M———
&partners
N/A—30,246-30,246-100%$1.1M———
Broadhurst Jeffrey B
N/A—24,870-24,870-100%$871.2K———
Garrison Point Advisors, LLC
N/A—23,637-23,637-100%$828.0K———
Wealthspan Partners, LLC
N/A—21,999-21,999-100%$770.6K———
Kingsview Wealth Management, LLC
N/A—21,747-21,747-100%$761.8K———
Nuveen, LLC
N/A—20,502-20,502-100%$718.2K———
Ausdal Financial Partners, Inc.
N/A—19,771-19,771-100%$692.6K———
Financial Engines Advisors L.L.C.
N/A—19,003-19,003-100%$665.7K———
Dopkins Wealth Management, LLC
N/A—18,702-18,702-100%$655.1K———
Savvy Advisors, Inc.
N/A—18,637-18,637-100%$652.9K———
Professional Financial Solutions LLC
N/A—18,588-18,588-100%$651.1K———
Wealthspire Advisors, LLC
N/A—17,194-17,194-100%$602.3K———
EQ Wealth Advisors, LLC
N/A—17,053-17,053-100%$597.4K———
Rather & Kittrell, Inc.
N/A—16,438-16,438-100%$575.8K———
Steward Partners Investment Advisory, LLC
N/A—15,739-15,739-100%$551.3K———
Rialto Wealth Management, LLC
N/A—15,067-15,067-100%$527.8K———
Aegis Wealth Management LLC
N/A—13,915-13,915-100%$487.4K———
Entelevest, LLC
N/A—13,641-13,641-100%$477.9K———
FMR LLC
N/A—12,657-12,657-100%$443.4K———
Peapack Gladstone Financial Corp
N/A—12,400-12,400-100%$434.0K———
Cetera Investment Advisers
N/A—12,288-12,288-100%$430.5K———
EP Wealth Advisors, LLC
N/A—12,171-12,171-100%$426.4K———
Fortis Capital Management LLC
N/A—12,107-12,107-100%$424.1K———
Security National Bank of Sioux City Iowa
N/A—11,421-11,421-100%$400.1K———
Rehmann Capital Advisory Group
N/A—11,264-11,264-100%$394.6K———
Ameriprise Financial Inc
N/A—9,066-9,066-100%$317.6K———
LWM Advisory Services, LLC
N/A—8,999-8,999-100%$315.2K———
Maripau Wealth Management LLC
N/A—8,877-8,877-100%$311.0K———
Security National Bank of SO DAK
N/A—8,798-8,798-100%$308.2K———
Advisory Services Network, LLC
N/A—8,639-8,639-100%$302.6K———
HRT Financial LP
N/A—8,099-8,099-100%$283.0K———
Hanover Advisors Inc
N/A—7,955-7,955-100%$278.7K———
AQR Capital Management LLC
N/A—7,819-7,819-100%$273.9K———
Cresset Asset Management, LLC
N/A—7,673-7,673-100%$268.8K———
Geometric Wealth Advisors
N/A—7,425-7,425-100%$260.1K———
Nalls Sherbakoff Group, LLC
N/A—7,176-7,176-100%$251.4K———
Quantinno Capital Management LP
N/A—7,053-7,053-100%$247.1K———
AE Wealth Management LLC
N/A—6,696-6,696-100%$234.5K———
Calton & Associates, Inc.
N/A—6,254-6,254-100%$219.1K———
Johnson Investment Counsel Inc
N/A—6,244-6,244-100%$218.7K———
Sterneck Capital Management, LLC
N/A—6,225-6,225-100%$218.1K———
Commerce Bank
N/A—6,094-6,094-100%$213.5K———
Arax Advisory Partners
N/A—5,593-5,593-100%$195.9K———
LRI Investments, LLC
N/A—4,023-4,023-100%$140.9K———
Wells Fargo & Company
N/A—3,710-3,710-100%$129.9K———
Protective Life Corp
N/A—1,902-1,902-100%$66.6K———
Glen Eagle Advisors, LLC
N/A—1,750-1,750-100%$61.3K———
Dunhill Financial, LLC
N/A—1,702-1,702-100%$59.6K———
Smartleaf Asset Management LLC
N/A—1,613-1,613-100%$56.4K———
Keating Financial Advisory Services, Inc.
N/A—1,600-1,600-100%$56.0K———
C M Bidwell & Associates LTD
N/A—1,600-1,600-100%$56.0K———
Ancora Advisors LLCA
N/A—1,325-1,325-100%$46.4K———
Global Retirement Partners, LLC
N/A—1,298-1,298-100%$45.5K———
Beaird Harris Wealth Management, LLC
N/A—1,260-1,260-100%$44.1K———
FAS Wealth Partners, Inc.
N/A—1,054-1,054-100%$36.9K———
Vanguard Advisers Inc
N/A—1,018-1,018-100%$35.7K———
Bravera Wealth
N/A—914-914-100%$32.0K———
O'shaughnessy Asset Management, LLC
N/A—860-860-100%$30.1K———
Parvin Asset Management, LLC
N/A—734-734-100%$25.7K———
Howe & Rusling Inc
N/A—716-716-100%$25.1K———
Sittner & Nelson, LLC
N/A—489-489-100%$17.1K———
Bogart Wealth, LLC
N/A—192-192-100%$6.7K———
Copia Wealth Management
N/A—164-164-100%$5.7K———
Huntington National Bank
N/A—151-151-100%$5.3K———
Mpwm Advisory Solutions, LLC
N/A—80-80-100%$2.8K———
Mcguire Capital Advisors Inc
N/A—75-75-100%$2.6K———
Topsail Wealth Management, LLC
N/A—71-71-100%$2.5K———
Aptus Capital Advisors, LLC
N/A—26-26-100%$911———
Medallion Wealth Advisors, LLC
N/A—25-25-100%$876———
Tower Research Capital LLC (TRC)
N/A—23-23-100%$806———
Showing 383 of 383 institutions