IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional International SM (DISV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Forum Financial Management, LP
INCREASED
Shares5,650,530 from 5,642,966
Change+7,564 (+0%)
Value$244.6M (+$18.2M)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares4,994,845 from 5,210,680
Change-215,835 (-4%)
Value$216.2M (+$7.1M)
Filed 2026-10-14
Savant Capital, LLC
INCREASED
Shares4,140,437 from 2,629,312
Change+1,511,125 (+57%)
Value$179.2M (+$69.8M)
Filed 2026-11-06
Ritholtz Wealth Management
INCREASED
Shares2,412,243 from 2,385,040
Change+27,203 (+1%)
Value$104.4M (+$8.7M)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares1,238,155 from 1,210,491
Change+27,664 (+2%)
Value$53.6M (+$5.0M)
Filed 2026-11-03
Evanson Financial, LLC
DECREASED
Shares1,167,340 from 1,210,764
Change-43,424 (-4%)
Value$50.5M (+$1.9M)
Filed 2026-10-23
Monograph Wealth Advisors, LLC
INCREASED
Shares1,012,768 from 979,700
Change+33,068 (+3%)
Value$43.8M (+$4.5M)
Filed 2026-11-09
HighTower Advisors, LLC
INCREASED
Shares992,265 from 978,432
Change+13,833 (+1%)
Value$43.0M (+$3.7M)
Filed 2026-11-10
Creative Planning
DECREASED
Shares869,607 from 877,952
Change-8,345 (-1%)
Value$37.6M (+$2.4M)
Filed 2026-11-02
Bank of Montreal
INCREASED
Shares833,591 from 829,638
Change+3,953 (+0%)
Value$36.1M (+$2.8M)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares733,521 from 461,410
Change+272,111 (+59%)
Value$31.1M (+$12.3M)
Filed 2026-10-13
Index Fund Advisors, Inc.
INCREASED
Shares682,983 from 654,082
Change+28,901 (+4%)
Value$29.6M (+$3.3M)
Filed 2026-11-05
Integris Wealth Management, LLC
INCREASED
Shares660,874 from 626,662
Change+34,212 (+5%)
Value$28.6M (+$3.5M)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
INCREASED
Shares645,733 from 641,920
Change+3,813 (+1%)
Value$28.0M (+$2.2M)
Filed 2026-10-16
William Mack & Associates, Inc.
INCREASED
Shares634,583 from 588,902
Change+45,681 (+8%)
Value$27.5M (+$3.8M)
Filed 2026-10-27
Modera Wealth Management, LLC
DECREASED
Shares584,174 from 587,313
Change-3,139 (-1%)
Value$25.3M (+$1.7M)
Filed 2026-10-28
Financial Harvest, LLC
INCREASED
Shares564,504 from 531,085
Change+33,419 (+6%)
Value$24.4M (+$3.1M)
Filed 2026-10-15
NorthAvenue LLC
INCREASED
Shares555,281 from 535,354
Change+19,927 (+4%)
Value$24.0M (+$2.6M)
Filed 2026-10-29
Earned Wealth Advisors, LLC
INCREASED
Shares546,559 from 540,473
Change+6,086 (+1%)
Value$23.7M (+$2.0M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares539,929 from 290,554
Change+249,375 (+86%)
Value$23.0M (+$11.1M)
Filed 2026-10-08
Baker Ellis Asset Management LLC
DECREASED
Shares536,539 from 539,546
Change-3,007 (-1%)
Value$23.2M (+$1.6M)
Filed 2026-10-14
Equita Financial Network, Inc.
INCREASED
Shares505,289 from 483,741
Change+21,548 (+4%)
Value$21.9M (+$2.5M)
Filed 2026-10-19
MB Generational Wealth, LLC
INCREASED
Shares450,148 from 444,342
Change+5,806 (+1%)
Value$19.5M (+$1.7M)
Filed 2026-11-09
Shakespeare Wealth Management, LLC
INCREASED
Shares443,002 from 436,894
Change+6,108 (+1%)
Value$19.2M (+$1.6M)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares417,461 from 383,077
Change+34,384 (+9%)
Value$18.1M (+$2.7M)
Filed 2026-10-21
Cardiff Park Advisors, LLC
INCREASED
Shares376,432 from 369,260
Change+7,172 (+2%)
Value$16.3M (+$1.5M)
Filed 2026-11-09
Seaside Wealth Management, Inc.
INCREASED
Shares374,959 from 372,300
Change+2,659 (+1%)
Value$16.2M (+$1.3M)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares367,202 from 335,625
Change+31,577 (+9%)
Value$15.9M (+$2.4M)
Filed 2026-10-26
Meritas Wealth Management, LLC
INCREASED
Shares352,071 from 318,207
Change+33,864 (+11%)
Value$15.2M (+$2.5M)
Filed 2026-10-14
Quantum Financial Advisors, LLC
DECREASED
Shares321,191 from 482,001
Change-160,810 (-33%)
Value$13.9M (-$5.4M)
Filed 2026-11-03
Sensible Money, LLC
INCREASED
Shares320,954 from 319,752
Change+1,202 (+0%)
Value$13.9M (+$1.1M)
Filed 2026-10-20
United Wealth Management, LLC
INCREASED
Shares313,514 from 310,662
Change+2,852 (+1%)
Value$13.6M (+$1.1M)
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares312,558 from 311,960
Change+598 (+0%)
Value$13.5M (+$1.0M)
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares309,568 from 321,370
Change-11,802 (-4%)
Value$13.4M (+$504.6K)
Filed 2026-11-04
Sterling Financial Planning, Inc.
INCREASED
Shares307,396 from 302,926
Change+4,470 (+1%)
Value$13.3M (+$1.2M)
Filed 2026-10-28
Twin Cities Retirement Group LLC
INCREASED
Shares302,186 from 300,631
Change+1,555 (+1%)
Value$13.1M (+$1.0M)
Filed 2026-10-16
Guardian Wealth Management, LLC
DECREASED
Shares294,650 from 303,274
Change-8,624 (-3%)
Value$12.8M (+$585.0K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
INCREASED
Shares291,900 from 285,217
Change+6,683 (+2%)
Value$12.6M (+$1.2M)
Filed 2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED
Shares290,786 from 290,048
Change+738 (+0%)
Value$12.6M (+$948.5K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares286,150 from 241,786
Change+44,364 (+18%)
Value$12.4M (+$2.7M)
Filed 2026-10-08
Hassell Wealth Management, LLC
INCREASED
Shares280,266 from 276,356
Change+3,910 (+1%)
Value$12.1M (+$918.2K)
Filed 2026-10-19
Pacific Sage Partners, LLC
INCREASED
Shares277,758 from 261,382
Change+16,376 (+6%)
Value$12.0M (+$1.5M)
Filed 2026-10-21
Physician Wealth Solutions Inc.
DECREASED
Shares264,022 from 276,090
Change-12,068 (-4%)
Value$11.4M (+$350.0K)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares262,495 from 314,038
Change-51,543 (-16%)
Value$11.2M (-$1.4M)
Filed 2026-10-13
Squire Investment Management Company, LLC
DECREASED
Shares253,287 from 255,262
Change-1,975 (-1%)
Value$11.0M (+$721.1K)
Filed 2026-11-03
Financial Architects, LLC
INCREASED
Shares250,920 from 247,315
Change+3,605 (+1%)
Value$10.9M (+$937.6K)
Filed 2026-10-13
Yardley Wealth Management LLC
INCREASED
Shares246,168 from 236,745
Change+9,423 (+4%)
Value$10.7M (+$1.2M)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares237,204 from 178,048
Change+59,156 (+33%)
Value$10.3M (+$3.1M)
Filed 2026-11-06
Financial Symmetry Inc
INCREASED
Shares231,749 from 231,586
Change+163 (+0%)
Value$10.1M (+$757.4K)
Filed 2026-10-06
Collective Family Office LLC
DECREASED
Shares219,690 from 221,000
Change-1,310 (-1%)
Value$9.5M (+$641.7K)
Filed 2026-10-05
Integrity Alliance, Llc.
DECREASED
Shares216,994 from 257,883
Change-40,889 (-16%)
Value$9.4M (-$955.2K)
Filed 2026-10-29
Shotwell Rutter Baer Inc
INCREASED
Shares216,693 from 216,654
Change+39 (+0%)
Value$9.4M (+$686.3K)
Filed 2026-10-14
Sachem Hill LLC
INCREASED
Shares210,062 from 208,314
Change+1,748 (+1%)
Value$9.1M (+$733.9K)
Filed 2026-10-14
25 LLC
INCREASED
Shares207,058 from 200,601
Change+6,457 (+3%)
Value$9.0M (+$913.4K)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares205,652 from 34,251
Change+171,401 (+500%)
Value$8.9M (+$7.5M)
Filed 2026-10-28
IFG Advisory, LLC
INCREASED
Shares205,335 from 190,046
Change+15,289 (+8%)
Value$8.9M (+$1.3M)
Filed 2026-11-09
BIP Wealth, LLC
INCREASED
Shares202,367 from 153,798
Change+48,569 (+32%)
Value$8.8M (+$2.6M)
Filed 2026-10-22
Aerodigm Wealth, LLC
INCREASED
Shares199,485 from 197,819
Change+1,666 (+1%)
Value$8.6M (+$697.2K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares198,381 from 191,428
Change+6,953 (+4%)
Value$8.4M (+$477.0K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares197,789 from 172,368
Change+25,421 (+15%)
Value$8.6M (+$1.6M)
Filed 2026-10-16
Private Wealth Management Group, LLC
DECREASED
Shares194,400 from 223,006
Change-28,606 (-13%)
Value$8.4M (-$533.7K)
Filed 2026-10-19
Sepio Capital, LP
INCREASED
Shares193,017 from 191,566
Change+1,451 (+1%)
Value$8.4M (+$668.2K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
DECREASED
Shares192,692 from 259,619
Change-66,927 (-26%)
Value$8.3M (-$2.1M)
Filed 2026-10-29
Astra Wealth Partners LLC
INCREASED
Shares188,543 from 188,187
Change+356 (+0%)
Value$8.2M (+$610.1K)
Filed 2026-11-06
Wealth Advisors Northwest LLC
INCREASED
Shares187,563 from 181,154
Change+6,409 (+4%)
Value$8.1M (+$849.9K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
INCREASED
Shares186,170 from 147,795
Change+38,375 (+26%)
Value$8.1M (+$2.2M)
Filed 2026-10-13
Foundry Financial LLC
INCREASED
Shares184,203 from 153,910
Change+30,293 (+20%)
Value$8.0M (+$1.8M)
Filed 2026-10-16
Foundation Wealth Management, Llc\pa
INCREASED
Shares181,338 from 156,627
Change+24,711 (+16%)
Value$7.9M (+$1.6M)
Filed 2026-10-14
LAM Group, Inc.
DECREASED
Shares176,625 from 177,585
Change-960 (-1%)
Value$7.6M (+$519.6K)
Filed 2026-10-26
Clarity Wealth Development LLC
INCREASED
Shares169,768 from 168,228
Change+1,540 (+1%)
Value$7.3M (+$598.3K)
Filed 2026-10-22
Mills Wealth Advisors LLC
INCREASED
Shares164,461 from 157,525
Change+6,936 (+4%)
Value$7.1M (+$798.1K)
Filed 2026-10-22
BetterWealth, LLC
DECREASED
Shares164,439 from 165,836
Change-1,397 (-1%)
Value$7.1M (+$463.6K)
Filed 2026-10-15
Merit Financial Group, LLC
DECREASED
Shares164,386 from 165,132
Change-746 (0%)
Value$7.1M (+$489.5K)
Filed 2026-11-06
Abacus Wealth Partners, LLC
DECREASED
Shares160,013 from 162,777
Change-2,764 (-2%)
Value$6.9M (+$394.7K)
Filed 2026-11-03
Vestia Personal Wealth Advisors
INCREASED
Shares158,997 from 127,725
Change+31,272 (+24%)
Value$6.9M (+$1.8M)
Filed 2026-10-20
Seven Bridges Advisors LLC
INCREASED
Shares158,855 from 157,867
Change+988 (+1%)
Value$6.9M (+$541.6K)
Filed 2026-10-07
Avalon Capital Management
INCREASED
Shares149,410 from 148,758
Change+652 (+0%)
Value$6.5M (+$498.3K)
Filed 2026-11-04
Burk Holdings LLC
INCREASED
Shares146,452 from 137,883
Change+8,569 (+6%)
Value$6.3M (+$806.7K)
Filed 2026-11-05
Abel Hall, LLC
DECREASED
Shares143,020 from 143,555
Change-535 (0%)
Value$6.2M (+$430.5K)
Filed 2026-10-19
BWM Planning, LLC
DECREASED
Shares142,387 from 142,532
Change-145 (0%)
Value$6.2M (+$444.1K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares142,332 from 157,900
Change-15,568 (-10%)
Value$6.2M (-$175.0K)
Filed 2026-11-02
Navigoe, LLC
INCREASED
Shares135,701 from 128,427
Change+7,274 (+6%)
Value$5.9M (+$721.0K)
Filed 2026-11-04
Avant Financial Advisors LLC
INCREASED
Shares134,832 from 133,997
Change+835 (+1%)
Value$5.8M (+$459.6K)
Filed 2026-11-02
Navigate Wealth Management, LLC
INCREASED
Shares134,333 from 112,053
Change+22,280 (+20%)
Value$5.7M (+$1.1M)
Filed 2026-10-14
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares133,004 from 132,189
Change+815 (+1%)
Value$5.8M (+$453.0K)
Filed 2026-10-16
Pandowealth. LLC
NEW
Shares123,621
Change+123,621
Value$5.1M
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares123,131 from 31,897
Change+91,234 (+286%)
Value$4.9M (+$3.7M)
Filed 2026-11-06
M Holdings Securities, Inc.
INCREASED
Shares122,845 from 97,309
Change+25,536 (+26%)
Value$5.2K (-$3.9M)
Filed 2026-11-03
JDH Wealth Management, LLC
INCREASED
Shares122,179 from 116,833
Change+5,346 (+5%)
Value$5.3M (+$600.6K)
Filed 2026-10-20
HMV Wealth Advisors, LLC
DECREASED
Shares121,974 from 122,861
Change-887 (-1%)
Value$5.3M (+$349.9K)
Filed 2026-10-27
Sterling Wealth Management, Inc.
INCREASED
Shares121,563 from 118,388
Change+3,175 (+3%)
Value$5.3M (+$511.6K)
Filed 2026-10-23
Northwest Wealth Management, LLC
INCREASED
Shares120,399 from 119,092
Change+1,307 (+1%)
Value$5.2M (+$432.9K)
Filed 2026-10-30
Tillman Hartley LLC
INCREASED
Shares117,029 from 113,569
Change+3,460 (+3%)
Value$5.1M (+$508.7K)
Filed 2026-11-06
Willow Creek Wealth Management Inc.
DECREASED
Shares116,437 from 118,475
Change-2,038 (-2%)
Value$5.0M (+$286.2K)
Filed 2026-10-26
Good Harbor Advisors, Inc.
DECREASED
Shares114,126 from 115,777
Change-1,651 (-1%)
Value$4.9M (+$294.3K)
Filed 2026-10-20
New England Private Wealth Advisors LLC
INCREASED
Shares113,747 from 113,040
Change+707 (+1%)
Value$4.9M (+$226.2K)
Filed 2026-10-19
Emprise Bank
DECREASED
Shares111,832 from 112,698
Change-866 (-1%)
Value$4.8M (+$318.6K)
Filed 2026-10-07
McLean Asset Management Corp
DECREASED
Shares108,977 from 111,493
Change-2,516 (-2%)
Value$4.6M (-$139.2K)
Filed 2026-11-06
Aviance Capital Partners, LLC
INCREASED
Shares108,642 from 102,939
Change+5,703 (+6%)
Value$4.7M (+$572.2K)
Filed 2026-10-29
Vestment Financial LLC
DECREASED
Shares108,263 from 108,272
Change-9 (0%)
Value$4.6M (+$230.8K)
Filed 2026-10-13
XY Planning Network, Inc.
INCREASED
Shares107,764 from 63,353
Change+44,411 (+70%)
Value$4.7M (+$2.1M)
Filed 2026-10-14
Master's Wealth Management Inc.
INCREASED
Shares106,694 from 100,277
Change+6,417 (+6%)
Value$4.6M (+$594.7K)
Filed 2026-10-22
Kaufman Rossin Wealth, LLC
DECREASED
Shares102,431 from 103,394
Change-963 (-1%)
Value$4.4M (+$234.4K)
Filed 2026-10-19
Bayshore Asset Management, LLC
INCREASED
Shares100,804 from 98,433
Change+2,371 (+2%)
Value$4.3M (+$334.0K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares99,690 from 99,524
Change+166 (+0%)
Value$4.3M (+$321.7K)
Filed 2026-10-30
Golden Bell Financial Planning LLC
INCREASED
Shares98,181 from 95,526
Change+2,655 (+3%)
Value$4.3M (+$416.8K)
Filed 2026-11-02
E6 Portfolios, LLC
INCREASED
Shares92,321 from 88,019
Change+4,302 (+5%)
Value$4.0M (+$464.4K)
Filed 2026-10-26
Gradient Capital Advisors, LLC
DECREASED
Shares89,998 from 91,739
Change-1,741 (-2%)
Value$3.9M (+$214.5K)
Filed 2026-10-21
RAM Investment Partners, LLC
INCREASED
Shares88,714 from 77,787
Change+10,927 (+14%)
Value$3.8M (+$718.8K)
Filed 2026-10-21
Kane Co Wealth Management, Inc.
DECREASED
Shares87,006 from 88,308
Change-1,302 (-1%)
Value$3.8M (+$222.7K)
Filed 2026-11-04
Quarry Hill Advisors, LLC
DECREASED
Shares84,612 from 86,564
Change-1,952 (-2%)
Value$3.7M (+$189.0K)
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares83,456 from 82,906
Change+550 (+1%)
Value$3.6M (+$285.8K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares78,442 from 65,697
Change+12,745 (+19%)
Value$3.4M (+$759.3K)
Filed 2026-11-02
CSP Financial Group, LLC
DECREASED
Shares77,498 from 80,764
Change-3,266 (-4%)
Value$3.4M (+$113.8K)
Filed 2026-10-26
Vannoy Advisory Group, Inc.
DECREASED
Shares77,433 from 77,900
Change-467 (-1%)
Value$3.4M (+$225.9K)
Filed 2026-10-13
Burton Enright Welch
DECREASED
Shares74,442 from 76,398
Change-1,956 (-3%)
Value$3.2M (+$156.8K)
Filed 2026-11-04
Maryland Capital Advisors Inc.
INCREASED
Shares74,044 from 73,278
Change+766 (+1%)
Value$3.2M (+$264.8K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares73,763 from 49,268
Change+24,495 (+50%)
Value$3.2M (+$1.2M)
Filed 2026-11-04
RTD Financial Advisors, Inc.
INCREASED
Shares73,586 from 47,068
Change+26,518 (+56%)
Value$3.2M (+$1.3M)
Filed 2026-10-09
Andrews, Lucia Wealth Management LLC
INCREASED
Shares72,859 from 71,731
Change+1,128 (+2%)
Value$3.2M (+$275.5K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
INCREASED
Shares72,834 from 72,054
Change+780 (+1%)
Value$3.2M (+$261.4K)
Filed 2026-10-26
Brady Martz Wealth Solutions, LLC
DECREASED
Shares69,168 from 70,238
Change-1,070 (-2%)
Value$3.0M (+$175.6K)
Filed 2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED
Shares68,255 from 68,552
Change-297 (0%)
Value$3.0M (+$203.8K)
Filed 2026-10-30
Phillips Financial Management, LLC
INCREASED
Shares66,871 from 48,432
Change+18,439 (+38%)
Value$2.9M (+$951.3K)
Filed 2026-10-19
Aurelius Family Office LLC
INCREASED
Shares64,478 from 63,187
Change+1,291 (+2%)
Value$2.8M (+$255.5K)
Filed 2026-10-23
Liberty Capital Management, Inc.
INCREASED
Shares59,490 from 55,398
Change+4,092 (+7%)
Value$2.6M (+$352.2K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares57,696 from 122,902
Change-65,206 (-53%)
Value$2.5M (-$2.4M)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
INCREASED
Shares56,645 from 50,963
Change+5,682 (+11%)
Value$2.5M (+$407.0K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares56,360 from 45,639
Change+10,721 (+23%)
Value$2.4M (+$608.0K)
Filed 2026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares56,061 from 50,414
Change+5,647 (+11%)
Value$2.4M (+$403.8K)
Filed 2026-10-27
Porter White Investment Advisors, Inc.
INCREASED
Shares54,514 from 27,214
Change+27,300 (+100%)
Value$2.4M (+$1.3M)
Filed 2026-10-14
Ferguson Johnson Wealth Management Inc
INCREASED
Shares53,581 from 53,460
Change+121 (+0%)
Value$2.3M (+$174.5K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares52,613 from 62,288
Change-9,675 (-16%)
Value$2.3M (-$222.0K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares50,664 from 50,664
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-06
Koenig Investment Advisory, LLC
INCREASED
Shares48,833 from 48,452
Change+381 (+1%)
Value$2.1M (+$169.6K)
Filed 2026-10-09
Mission Wealth Management, LP
INCREASED
Shares48,520 from 40,563
Change+7,957 (+20%)
Value$2.1M (+$472.6K)
Filed 2026-10-15
Fortitude Family Office, LLC
UNCHANGED
Shares48,313 from 48,313
Change0 (0%)
Value$2.1M (+$152.7K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares47,999 from 45,750
Change+2,249 (+5%)
Value$2.1M (+$241.9K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares47,591 from 48,849
Change-1,258 (-3%)
Value$2.1M (+$99.9K)
Filed 2026-10-28
Legacy Financial Advisors, Inc.
INCREASED
Shares46,771 from 43,156
Change+3,615 (+8%)
Value$2.0M (+$292.9K)
Filed 2026-11-09
Midwest Trust Co
INCREASED
Shares46,719 from 46,305
Change+414 (+1%)
Value$2.0M (+$164.2K)
Filed 2026-10-22
Nwam LLC
INCREASED
Shares44,471 from 44,061
Change+410 (+1%)
Value$1.9M (+$157.0K)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
INCREASED
Shares44,456 from 17,518
Change+26,938 (+154%)
Value$1.9M (+$1.2M)
Filed 2026-10-15
Shearwater Capital LLC
INCREASED
Shares44,287 from 41,969
Change+2,318 (+6%)
Value$1.9M (+$233.0K)
Filed 2026-10-13
Matisse Capital
UNCHANGED
Shares44,100 from 44,100
Change0 (0%)
Value$1.9M (+$139.4K)
Filed 2026-10-29
Cogent Strategic Wealth LLC
DECREASED
Shares42,964 from 46,724
Change-3,760 (-8%)
Value$1.9M (-$15.1K)
Filed 2026-10-22
Werba Rubin Papier Wealth Management
INCREASED
Shares42,889 from 42,308
Change+581 (+1%)
Value$1.9M (+$158.9K)
Filed 2026-11-06
Benson Investment Management Company, Inc.
UNCHANGED
Shares42,645 from 42,645
Change0 (0%)
Value$1.8M (+$134.8K)
Filed 2026-10-13
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares41,433 from 42,935
Change-1,502 (-3%)
Value$1.8M (+$70.7K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares41,247 from 35,155
Change+6,092 (+17%)
Value$1.8M (+$374.8K)
Filed 2026-11-04
Factor Wealth Management LTD
INCREASED
Shares40,381 from 36,435
Change+3,946 (+11%)
Value$1.7M (+$286.0K)
Filed 2026-10-08
Three Arch Wealth Management LLC
DECREASED
Shares40,264 from 40,740
Change-476 (-1%)
Value$1.7M (+$108.1K)
Filed 2026-10-20
Peirce Capital Management, LLC
DECREASED
Shares39,976 from 41,320
Change-1,344 (-3%)
Value$1.7M (+$72.4K)
Filed 2026-10-19
Tortoise Investment Management, LLC
INCREASED
Shares39,625 from 39,525
Change+100 (+0%)
Value$1.7M (+$129.2K)
Filed 2026-11-06
Veratis Advisors, Inc.
INCREASED
Shares39,494 from 39,249
Change+245 (+1%)
Value$1.7M (+$134.6K)
Filed 2026-11-03
Nautilus Advisors LLC
INCREASED
Shares38,171 from 37,141
Change+1,030 (+3%)
Value$1.7M (+$133.4K)
Filed 2026-10-07
McGrath & Associates, Inc.
INCREASED
Shares38,036 from 37,051
Change+985 (+3%)
Value$1.6M (+$159.7K)
Filed 2026-10-27
Longview Financial Advisors, Inc.
DECREASED
Shares37,460 from 41,826
Change-4,366 (-10%)
Value$1.6M (-$56.8K)
Filed 2026-10-09
Titleist Asset Management, LLC
INCREASED
Shares36,263 from 33,027
Change+3,236 (+10%)
Value$1.6M (+$244.5K)
Filed 2026-10-08
Prosperity Planning, Inc.
DECREASED
Shares35,678 from 36,089
Change-411 (-1%)
Value$1.5M (+$96.2K)
Filed 2026-10-09
RF&L Wealth Management, LLC
INCREASED
Shares35,301 from 33,735
Change+1,566 (+5%)
Value$1.5M (+$174.4K)
Filed 2026-10-20
AA Financial Advisors, LLC
DECREASED
Shares34,835 from 56,942
Change-22,107 (-39%)
Value$1.5M (-$777.1K)
Filed 2026-10-19
Simplicity Wealth,LLC
DECREASED
Shares34,816 from 34,852
Change-36 (0%)
Value$1.5M (+$108.6K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares34,299 from 33,851
Change+448 (+1%)
Value$1.5M (+$126.4K)
Filed 2026-10-22
Rasp Wealth Solutions, LLC
INCREASED
Shares34,109 from 29,614
Change+4,495 (+15%)
Value$1.5M (+$288.1K)
Filed 2026-11-06
Oceanside Advisors LLC
INCREASED
Shares33,708 from 33,285
Change+423 (+1%)
Value$1.5M (+$123.5K)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares33,022 from 18,539
Change+14,483 (+78%)
Value$1.4M (+$685.5K)
Filed 2026-10-22
HBE Wealth Management, LLC
DECREASED
Shares32,283 from 32,320
Change-37 (0%)
Value$1.4M (+$100.5K)
Filed 2026-11-06
Altiora Financial Group, LLC
INCREASED
Shares31,774 from 31,617
Change+157 (+1%)
Value$1.4M (+$106.7K)
Filed 2026-11-04
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares30,936 from 30,836
Change+100 (+0%)
Value$1.3M (+$101.7K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares30,695 from 16,829
Change+13,866 (+82%)
Value$1.3M (+$653.4K)
Filed 2026-10-29
Two West Capital Advisors LLC
INCREASED
Shares30,448 from 29,925
Change+523 (+2%)
Value$1.3M (+$95.1K)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares30,230 from 28,454
Change+1,776 (+6%)
Value$1.3M (+$166.8K)
Filed 2026-11-06
Bdfs Capital LLC
INCREASED
Shares29,916 from 29,168
Change+748 (+3%)
Value$1.3M (+$124.6K)
Filed 2026-10-14
Approach Retirement Advisors, LLC
DECREASED
Shares29,860 from 30,213
Change-353 (-1%)
Value$1.3M (+$80.2K)
Filed 2026-10-22
FIG Financial Advisory Services Inc
DECREASED
Shares27,894 from 50,205
Change-22,311 (-44%)
Value$1.2M (-$807.2K)
Filed 2026-10-07
W.H. Cornerstone Investments Inc.
DECREASED
Shares27,840 from 35,225
Change-7,385 (-21%)
Value$1.2M (-$208.3K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares27,817 from 17,706
Change+10,111 (+57%)
Value$1.2M (+$493.7K)
Filed 2026-10-30
Generations Wealth, LLC
INCREASED
Shares27,568 from 23,217
Change+4,351 (+19%)
Value$1.2M (+$261.7K)
Filed 2026-11-09
McMill Wealth Management
NEW
Shares26,910
Change+26,910
Value$1.2M
Filed 2026-11-05
Hudson Oak Wealth Advisory LLC
DECREASED
Shares26,794 from 27,898
Change-1,104 (-4%)
Value$1.2M (+$40.4K)
Filed 2026-10-16
Ballast Financial Advisors LLC
DECREASED
Shares25,513 from 26,405
Change-892 (-3%)
Value$1.1M (+$44.8K)
Filed 2026-10-26
Capstone Wealth Management, LLC
INCREASED
Shares25,236 from 25,199
Change+37 (+0%)
Value$1.1M (+$81.2K)
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares24,150 from 23,148
Change+1,002 (+4%)
Value$1.0M (+$116.5K)
Filed 2026-11-05
Journey Beyond Wealth, LLC
DECREASED
Shares23,855 from 25,473
Change-1,618 (-6%)
Value$1.0M (+$10.5K)
Filed 2026-11-04
Oath Planning, LLC
DECREASED
Shares22,598 from 23,533
Change-935 (-4%)
Value$978.3K (+$33.9K)
Filed 2026-10-20
Friday Financial
UNCHANGED
Shares22,079 from 22,079
Change0 (0%)
Value$941.7K (+$39.3K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
INCREASED
Shares21,439 from 7,558
Change+13,881 (+184%)
Value$928.1K (+$624.8K)
Filed 2026-10-13
Poinciana Advisors Group, LLC
UNCHANGED
Shares20,580 from 20,580
Change0 (0%)
Value$890.9K (+$65.0K)
Filed 2026-11-06
Studio Investment Management LLC
DECREASED
Shares20,559 from 21,289
Change-730 (-3%)
Value$890.0K (+$35.7K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares20,013 from 20,514
Change-501 (-2%)
Value$866.4K (+$43.1K)
Filed 2026-10-23
UMB Bank, n.a.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$865.8K (+$63.2K)
Filed 2026-11-06
Tandemgrowth Financial Advisors LLC
UNCHANGED
Shares19,818 from 19,818
Change0 (0%)
Value$857.9K (+$62.6K)
Filed 2026-11-05
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares19,749 from 19,749
Change0 (0%)
Value$854.9K (+$62.4K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
DECREASED
Shares19,727 from 20,664
Change-937 (-5%)
Value$854.0K (+$24.7K)
Filed 2026-10-13
Mattern Wealth Management LLC
INCREASED
Shares19,500 from 15,000
Change+4,500 (+30%)
Value$844.2K (+$242.2K)
Filed 2026-11-04
Outbound Financial Inc
DECREASED
Shares19,469 from 22,950
Change-3,481 (-15%)
Value$842.8K (-$78.2K)
Filed 2026-10-13
HB Wealth Management, LLC
NEW
Shares19,318
Change+19,318
Value$836.3K
Filed 2026-10-23
CogentBlue Wealth Advisors, LLC
DECREASED
Shares19,220 from 19,821
Change-601 (-3%)
Value$832.0K (+$36.6K)
Filed 2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares19,198 from 23,240
Change-4,042 (-17%)
Value$831.1K (-$101.5K)
Filed 2026-10-27
Firethorn Wealth Partners, LLC
DECREASED
Shares19,172 from 19,364
Change-192 (-1%)
Value$829.9K (+$52.8K)
Filed 2026-10-14
Breakwater Capital Group
INCREASED
Shares18,822 from 14,595
Change+4,227 (+29%)
Value$814.8K (+$229.1K)
Filed 2026-10-09
Bedel Financial Consulting, Inc.
DECREASED
Shares18,005 from 18,052
Change-47 (0%)
Value$779.4K (+$55.0K)
Filed 2026-11-06
Mullaney, Keating & Wright, Inc.
INCREASED
Shares17,604 from 17,556
Change+48 (+0%)
Value$762.1K (+$57.6K)
Filed 2026-10-19
DBK Financial Counsel, LLC
INCREASED
Shares17,492 from 17,192
Change+300 (+2%)
Value$757.2K (+$67.3K)
Filed 2026-10-13
Parkshore Wealth Management, Inc.
DECREASED
Shares17,303 from 17,690
Change-387 (-2%)
Value$749.1K (+$39.1K)
Filed 2026-10-13
Austin Asset Management Co Inc
INCREASED
Shares17,292 from 17,283
Change+9 (+0%)
Value$748.6K (+$55.0K)
Filed 2026-10-29
Apollon Wealth Management, LLC
UNCHANGED
Shares17,098 from 17,098
Change0 (0%)
Value$740.2K (+$54.0K)
Filed 2026-10-23
RCS Financial Planning, LLC
DECREASED
Shares16,751 from 23,502
Change-6,751 (-29%)
Value$725.1K (-$218.0K)
Filed 2026-10-14
Abacus Planning Group, Inc.
INCREASED
Shares16,561 from 16,498
Change+63 (+0%)
Value$716.9K (+$54.9K)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares16,413 from 15,274
Change+1,139 (+7%)
Value$710.5K (+$60.0K)
Filed 2026-10-26
Global Financial Private Client, LLC
INCREASED
Shares16,096 from 13,711
Change+2,385 (+17%)
Value$696.8K (+$146.6K)
Filed 2026-10-15
Root Financial Partners, LLC
INCREASED
Shares16,035 from 9,152
Change+6,883 (+75%)
Value$694.2K (+$326.9K)
Filed 2026-10-21
Cogent Private Wealth, Inc.
UNCHANGED
Shares15,852 from 15,852
Change0 (0%)
Value$686.2K (+$50.1K)
Filed 2026-11-06
Great Valley Advisor Group, Inc.
DECREASED
Shares15,821 from 17,001
Change-1,180 (-7%)
Value$685.1K (+$3.2K)
Filed 2026-11-09
Freedom Day Solutions, LLC
DECREASED
Shares15,641 from 17,376
Change-1,735 (-10%)
Value$677.1K (-$20.2K)
Filed 2026-10-20
Riverchase Wealth Management, LLC
INCREASED
Shares15,295 from 14,755
Change+540 (+4%)
Value$662.1K (+$70.0K)
Filed 2026-10-28
Verus Financial Partners, Inc.
INCREASED
Shares15,118 from 15,024
Change+94 (+1%)
Value$654.5K (+$51.5K)
Filed 2026-10-29
BluePrint Investing LLC
INCREASED
Shares15,080 from 14,914
Change+166 (+1%)
Value$652.8K (+$54.3K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares14,802 from 13,699
Change+1,103 (+8%)
Value$640.8K (+$91.0K)
Filed 2026-11-04
Strathmore Capital Advisors, Inc.
INCREASED
Shares14,549 from 7,239
Change+7,310 (+101%)
Value$605.4K (+$306.1K)
Filed 2026-11-09
Canvas Wealth Advisors, LLC
INCREASED
Shares14,384 from 12,279
Change+2,105 (+17%)
Value$616.1K (+$123.3K)
Filed 2026-11-02
Timonier Family Office, Ltd.
UNCHANGED
Shares14,364 from 14,364
Change0 (0%)
Value$621.8K (+$45.4K)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares13,981 from 14,509
Change-528 (-4%)
Value$597.5K (-$7.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares13,981 from 14,509
Change-528 (-4%)
Value$597.5K (-$7.7K)
Filed 2026-10-20
3 Factor Indexing, LLC
UNCHANGED
Shares13,794 from 13,794
Change0 (0%)
Value$597.1K (+$43.6K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares13,638 from 14,844
Change-1,206 (-8%)
Value$590.4K (-$5.3K)
Filed 2026-10-21
Del-Sette Capital Management, LLC
DECREASED
Shares13,484 from 13,485
Change-1 (0%)
Value$583.6K (+$42.5K)
Filed 2026-10-23
SC&H Financial Advisors, Inc.
DECREASED
Shares13,201 from 13,497
Change-296 (-2%)
Value$571.5K (+$29.8K)
Filed 2026-10-14
Great Point Wealth Advisors, LLC
DECREASED
Shares12,903 from 13,703
Change-800 (-6%)
Value$558.6K (+$8.7K)
Filed 2026-10-15
Clarity Capital Advisors, LLC
INCREASED
Shares12,828 from 12,748
Change+80 (+1%)
Value$555.3K (+$43.7K)
Filed 2026-10-27
Elevate Wealth Advisory, Inc
INCREASED
Shares12,438 from 11,582
Change+856 (+7%)
Value$538.4K (+$73.7K)
Filed 2026-10-29
ARK & TLK Investments, LLC
UNCHANGED
Shares12,289 from 12,289
Change0 (0%)
Value$532.0K (+$38.8K)
Filed 2026-10-20
Accurate Wealth Management, LLC
INCREASED
Shares12,189 from 11,950
Change+239 (+2%)
Value$522.7K (+$33.9K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares11,875 from 11,875
Change0 (0%)
Value$514.1K (+$37.5K)
Filed 2026-11-05
Torren Management, LLC
DECREASED
Shares11,767 from 12,081
Change-314 (-3%)
Value$509.4K (+$24.6K)
Filed 2026-10-29
Belleair Asset Management, LLC
INCREASED
Shares11,751 from 11,616
Change+135 (+1%)
Value$508.7K (+$42.6K)
Filed 2026-11-03
Gibson Capital, LLC
UNCHANGED
Shares11,637 from 11,637
Change0 (0%)
Value$503.8K (+$36.8K)
Filed 2026-10-23
Frankly Finances, LLC
UNCHANGED
Shares11,542 from 11,542
Change0 (0%)
Value$499.7K (+$36.5K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
INCREASED
Shares10,530 from 10,015
Change+515 (+5%)
Value$455.8K (+$53.9K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
UNCHANGED
Shares10,512 from 10,512
Change0 (0%)
Value$455.1K (+$33.2K)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares10,394 from 5,694
Change+4,700 (+83%)
Value$450.0K (+$221.5K)
Filed 2026-11-06
Concord Wealth Partners
INCREASED
Shares10,186 from 5,227
Change+4,959 (+95%)
Value$441.0K (+$231.2K)
Filed 2026-11-02
WealthSpring Partners, LLC
NEW
Shares9,930
Change+9,930
Value$429.9K
Filed 2026-10-14
Tranquility Partners, LLC
INCREASED
Shares9,705 from 5,422
Change+4,283 (+79%)
Value$420.1K (+$202.6K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares9,605 from 10,051
Change-446 (-4%)
Value$415.8K (+$12.5K)
Filed 2026-10-07
Washington Trust Advisors, Inc.
DECREASED
Shares9,523 from 9,667
Change-144 (-1%)
Value$412.3K (+$24.3K)
Filed 2026-10-22
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares9,372 from 9,469
Change-97 (-1%)
Value$405.7K (+$25.7K)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
NEW
Shares9,294
Change+9,294
Value$402.3K
Filed 2026-10-30
Sutton Place Investors LLC
INCREASED
Shares9,081 from 8,995
Change+86 (+1%)
Value$393.1K (+$32.1K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$355.0K ($0)
Filed 2026-10-26
Fonville Wealth Management LLC
NEW
Shares8,626
Change+8,626
Value$373.4K
Filed 2026-10-28
Selective Wealth Management, Inc.
DECREASED
Shares8,572 from 9,861
Change-1,289 (-13%)
Value$366.3K (-$39.2K)
Filed 2026-10-16
Lauterbach Financial Advisors, LLC
INCREASED
Shares8,569 from 6,223
Change+2,346 (+38%)
Value$371.0K (+$121.2K)
Filed 2026-10-21
Harbour Investments, Inc.
INCREASED
Shares8,057 from 7,807
Change+250 (+3%)
Value$348.8K (+$35.5K)
Filed 2026-11-09
Lazari Capital Management, Inc.
UNCHANGED
Shares8,034 from 8,034
Change0 (0%)
Value$347.8K (+$25.4K)
Filed 2026-10-20
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares7,453 from 7,453
Change0 (0%)
Value$322.6K (+$23.6K)
Filed 2026-11-02
Verdence Capital Advisors LLC
NEW
Shares7,413
Change+7,413
Value$320.9K
Filed 2026-10-26
Meredith Wealth Planning
NEW
Shares7,270
Change+7,270
Value$314.7K
Filed 2026-10-14
Wealthfront Advisers LLC
NEW
Shares7,224
Change+7,224
Value$312.7K
Filed 2026-11-09
SYM Financial Corp
DECREASED
Shares6,993 from 7,314
Change-321 (-4%)
Value$302.7K (+$9.2K)
Filed 2026-10-26
Valued Wealth Advisors LLC
INCREASED
Shares6,964 from 5,128
Change+1,836 (+36%)
Value$301.5K (+$95.7K)
Filed 2026-11-05
GEN Financial Management, Inc.
NEW
Shares6,906
Change+6,906
Value$299.0K
Filed 2026-10-13
New Dimensions Wealth Management, LLC
UNCHANGED
Shares6,868 from 6,868
Change0 (0%)
Value$297.3K (+$21.7K)
Filed 2026-11-02
Rockwood Wealth Management, LLC
UNCHANGED
Shares6,654 from 6,654
Change0 (0%)
Value$288.1K (+$21.0K)
Filed 2026-10-27
Morton Capital Management LLC
DECREASED
Shares6,549 from 6,574
Change-25 (0%)
Value$283.5K (+$19.7K)
Filed 2026-10-23
Venture Visionary Partners LLC
DECREASED
Shares6,339 from 8,961
Change-2,622 (-29%)
Value$274.4K (-$85.2K)
Filed 2026-10-07
Pacific Asset Management, LLC
INCREASED
Shares6,328 from 6,303
Change+25 (+0%)
Value$273.9K (+$21.0K)
Filed 2026-10-15
Baker Tilly Wealth Management, LLC
INCREASED
Shares6,311 from 5,642
Change+669 (+12%)
Value$273.2K (+$46.8K)
Filed 2026-10-05
Family CFO Inc
UNCHANGED
Shares6,297 from 6,297
Change0 (0%)
Value$272.6K (+$19.9K)
Filed 2026-10-30
Wescott Financial Advisory Group, LLC
INCREASED
Shares6,234 from 6,195
Change+39 (+1%)
Value$269.8K (+$21.2K)
Filed 2026-11-09
Regions Financial Corp
NEW
Shares6,090
Change+6,090
Value$263.6K
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares6,060 from 6,060
Change0 (0%)
Value$176.2K ($0)
Filed 2026-10-23
M Wealth Management, LLC
DECREASED
Shares5,935 from 6,935
Change-1,000 (-14%)
Value$256.9K (-$21.4K)
Filed 2026-10-14
Kondo Wealth Advisors, Inc.
INCREASED
Shares5,708 from 5,695
Change+13 (+0%)
Value$247.1K (+$18.6K)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares5,589 from 5,650
Change-61 (-1%)
Value$241.9K (+$15.2K)
Filed 2026-11-04
Oakwell Private Wealth Management, LLC
INCREASED
Shares5,500 from 5,090
Change+410 (+8%)
Value$238.1K (+$33.8K)
Filed 2026-11-06
Indivisible Partners
NEW
Shares5,497
Change+5,497
Value$238.0K
Filed 2026-10-26
Stolz & Associates, PS
UNCHANGED
Shares5,410 from 5,410
Change0 (0%)
Value$234.2K (+$17.1K)
Filed 2026-11-05
Wedmont Private Capital
NEW
Shares5,381
Change+5,381
Value$228.4K
Filed 2026-10-09
HUB Investment Partners, LLC
UNCHANGED
Shares5,368 from 5,368
Change0 (0%)
Value$232.4K (+$17.0K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares5,154 from 5,127
Change+27 (+1%)
Value$223.1K (+$17.4K)
Filed 2026-10-07
Vista Capital Partners, Inc.
INCREASED
Shares5,147 from 5,115
Change+32 (+1%)
Value$222.8K (+$17.5K)
Filed 2026-11-06
Versant Capital Management, Inc
INCREASED
Shares5,090 from 5,068
Change+22 (+0%)
Value$220.3K (+$17.0K)
Filed 2026-10-02
Altfest L J & Co Inc
NEW
Shares5,066
Change+5,066
Value$219.3K
Filed 2026-10-27
Bessemer Group Inc
INCREASED
Shares4,993 from 2,141
Change+2,852 (+133%)
Value$216.0K (+$130.0K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
INCREASED
Shares4,932 from 3,727
Change+1,205 (+32%)
Value$213.5K (+$63.9K)
Filed 2026-11-06
Shore Point Advisors, LLC
NEW
Shares4,740
Change+4,740
Value$205.2K
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
NEW
Shares4,652
Change+4,652
Value$201.4K
Filed 2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED
Shares4,145 from 4,145
Change0 (0%)
Value$179.4K (+$13.1K)
Filed 2026-10-20
DecisionPoint Financial, LLC
INCREASED
Shares3,967 from 3,642
Change+325 (+9%)
Value$169.2K (+$22.3K)
Filed 2026-10-27
Pillar Financial Advisors, LLC
UNCHANGED
Shares3,680 from 3,680
Change0 (0%)
Value$159.3K (+$11.6K)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares3,316 from 3,316
Change0 (0%)
Value$143.6K (+$10.5K)
Filed 2026-10-16
Geneos Wealth Management Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$129.9K (+$9.5K)
Filed 2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED
Shares2,802 from 2,783
Change+19 (+1%)
Value$121.3K (+$9.6K)
Filed 2026-10-29
Quent Capital, LLC
NEW
Shares2,535
Change+2,535
Value$105.5K
Filed 2026-11-09
McCarley & Cook Financial Planners
INCREASED
Shares2,534 from 2,525
Change+9 (+0%)
Value$109.7K (+$8.3K)
Filed 2026-10-21
Acropolis Investment Management, LLC
NEW
Shares2,380
Change+2,380
Value$103.0K
Filed 2026-10-08
Reyes Financial Architecture, Inc.
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$99.2K (+$7.2K)
Filed 2026-10-22
Morton Brown Family Wealth, LLC
DECREASED
Shares1,917 from 2,052
Change-135 (-7%)
Value$83.0K (+$640)
Filed 2026-10-23
Fifth Third Bancorp
UNCHANGED
Shares1,879 from 1,879
Change0 (0%)
Value$81.3K (+$5.9K)
Filed 2026-11-05
Harbor Asset Planning, Inc.
INCREASED
Shares1,746 from 1,735
Change+11 (+1%)
Value$75.6K (+$6.0K)
Filed 2026-10-23
American Capital Advisory, LLC
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$71.6K (+$5.2K)
Filed 2026-10-28
RHL Group, LLC
DECREASED
Shares1,299 from 1,301
Change-2 (0%)
Value$56.2K (+$4.2K)
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares1,168 from 1,161
Change+7 (+1%)
Value$50.5K (+$3.9K)
Filed 2026-10-19
Parkside Financial Bank & Trust
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$47.6K (+$3.5K)
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares1,082
Change+1,082
Value$46.9K
Filed 2026-10-27
Angeles Wealth Management, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$45.0K (+$3.3K)
Filed 2026-10-26
Trellis Wealth Advisors LLC
NEW
Shares893
Change+893
Value$38.7K
Filed 2026-10-19
Prudent Man Investment Management, Inc.
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$36.3K (+$4.4K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$31.2K (+$2.3K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$30.7K (+$2.2K)
Filed 2026-11-03
Horizon Financial Services, LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$27.8K (+$2.0K)
Filed 2026-11-04
Hara Capital LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$15.0K (+$1.1K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares332 from 329
Change+3 (+1%)
Value$14.4K (+$1.2K)
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares210 from 209
Change+1 (+0%)
Value$9.1K (+$718)
Filed 2026-10-14
Coston, McIsaac & Partners
INCREASED
Shares183 from 181
Change+2 (+1%)
Value$7.9K (+$7.9K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares122
Change+122
Value$5.3K
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$4.4K (+$347)
Filed 2026-11-04
CX Institutional
DECREASED
Shares100 from 150
Change-50 (-33%)
Value$4 (-$2)
Filed 2026-10-02
Gilpin Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.3K (+$316)
Filed 2026-10-09
Strive Financial Group,LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.7K (+$269)
Filed 2026-11-09
Compass Financial Management LLC
NEW
Shares8
Change+8
Value$346
Filed 2026-10-30
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 12,290
Change-12,290 (-100%)
Value$0 (-$493.2K)
Filed 2026-11-06
Shepherd Financial Partners LLC
CLOSED
Shares0 from 9,181
Change-9,181 (-100%)
Value$0 (-$368.4K)
Filed 2026-11-03
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 8,727
Change-8,727 (-100%)
Value$0 (-$350.2K)
Filed 2026-10-20
LJI Wealth Management, LLC
CLOSED
Shares0 from 5,690
Change-5,690 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,716
Change-2,716 (-100%)
Value$0 (-$109.0K)
Filed 2026-10-15
Central Trust Co
CLOSED
Shares0 from 1,087
Change-1,087 (-100%)
Value$0 (-$43.6K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 353
Change-353 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-26
Sankala Group LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$920)
Filed 2026-11-09
Focus Partners Wealth
N/A
Shares— from 13,414,075
Change-13,414,075 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,118,868
Change-3,118,868 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,991,895
Change-2,991,895 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,485,157
Change-2,485,157 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,592,790
Change-1,592,790 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,318,379
Change-1,318,379 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 958,337
Change-958,337 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 871,449
Change-871,449 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 846,710
Change-846,710 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 823,817
Change-823,817 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 815,545
Change-815,545 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 786,039
Change-786,039 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 739,178
Change-739,178 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 697,483
Change-697,483 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 539,288
Change-539,288 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 533,748
Change-533,748 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 513,430
Change-513,430 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 491,240
Change-491,240 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 468,855
Change-468,855 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 449,274
Change-449,274 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 425,660
Change-425,660 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 414,353
Change-414,353 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 410,932
Change-410,932 (-100%)
Value—
Betterment LLC
N/A
Shares— from 403,545
Change-403,545 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 386,882
Change-386,882 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 367,558
Change-367,558 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 350,535
Change-350,535 (-100%)
Value—
Miramar Fiduciary Corp
N/A
Shares— from 337,798
Change-337,798 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 329,461
Change-329,461 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 292,082
Change-292,082 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 285,637
Change-285,637 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 279,311
Change-279,311 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 266,152
Change-266,152 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 245,067
Change-245,067 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 227,732
Change-227,732 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 227,493
Change-227,493 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 226,926
Change-226,926 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 226,207
Change-226,207 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 221,672
Change-221,672 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 197,686
Change-197,686 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 195,542
Change-195,542 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 192,541
Change-192,541 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 186,805
Change-186,805 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 175,555
Change-175,555 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 171,331
Change-171,331 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 164,283
Change-164,283 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 163,131
Change-163,131 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 162,762
Change-162,762 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 162,003
Change-162,003 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 160,378
Change-160,378 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 154,140
Change-154,140 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 153,382
Change-153,382 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 153,020
Change-153,020 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 142,121
Change-142,121 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 127,787
Change-127,787 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 124,514
Change-124,514 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 122,388
Change-122,388 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 119,584
Change-119,584 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 105,610
Change-105,610 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 101,599
Change-101,599 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 99,824
Change-99,824 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 98,940
Change-98,940 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 97,619
Change-97,619 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 94,714
Change-94,714 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 93,172
Change-93,172 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 86,934
Change-86,934 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 82,120
Change-82,120 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 81,940
Change-81,940 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 80,413
Change-80,413 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 70,853
Change-70,853 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 69,324
Change-69,324 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 62,789
Change-62,789 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 58,080
Change-58,080 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 57,442
Change-57,442 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 57,437
Change-57,437 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 56,949
Change-56,949 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 56,651
Change-56,651 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 45,230
Change-45,230 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 43,284
Change-43,284 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 38,805
Change-38,805 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 38,706
Change-38,706 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 37,934
Change-37,934 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 34,920
Change-34,920 (-100%)
Value—
CSS LLC
N/A
Shares— from 34,851
Change-34,851 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 29,613
Change-29,613 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 29,169
Change-29,169 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 28,517
Change-28,517 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 28,444
Change-28,444 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 27,241
Change-27,241 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 25,719
Change-25,719 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 25,175
Change-25,175 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 24,764
Change-24,764 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 23,765
Change-23,765 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 23,357
Change-23,357 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 22,311
Change-22,311 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 22,278
Change-22,278 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 22,114
Change-22,114 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 21,966
Change-21,966 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 21,561
Change-21,561 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 20,881
Change-20,881 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 19,837
Change-19,837 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,396
Change-19,396 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,179
Change-19,179 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 19,178
Change-19,178 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 18,448
Change-18,448 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,119
Change-17,119 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 16,968
Change-16,968 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,917
Change-16,917 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 16,899
Change-16,899 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,045
Change-16,045 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 15,534
Change-15,534 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,550
Change-14,550 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 13,570
Change-13,570 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 13,430
Change-13,430 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 13,357
Change-13,357 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,974
Change-12,974 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,522
Change-12,522 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,078
Change-12,078 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,044
Change-12,044 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 11,524
Change-11,524 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 11,397
Change-11,397 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 11,350
Change-11,350 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,383
Change-10,383 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,339
Change-10,339 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,037
Change-10,037 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,781
Change-9,781 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,013
Change-8,013 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 7,990
Change-7,990 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 6,304
Change-6,304 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,191
Change-6,191 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 912
Change-912 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Rogco, LP
N/A
Shares— from 775
Change-775 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 531
Change-531 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 425
Change-425 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 253
Change-253 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 62
Change-62 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 34
Change-34 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Forum Financial Management, LP
INCREASED5,650,5305,642,966+7,564+0%$226.5M$244.6M+$18.2M2026-10-16
Mather Group, Llc.
DECREASED4,994,8455,210,680-215,835-4%$209.1M$216.2M+$7.1M2026-10-14
Savant Capital, LLC
INCREASED4,140,4372,629,312+1,511,125+57%$109.5M$179.2M+$69.8M2026-11-06
Ritholtz Wealth Management
INCREASED2,412,2432,385,040+27,203+1%$95.7M$104.4M+$8.7M2026-11-05
Asset Dedication, LLC
INCREASED1,238,1551,210,491+27,664+2%$48.6M$53.6M+$5.0M2026-11-03
Evanson Financial, LLC
DECREASED1,167,3401,210,764-43,424-4%$48.6M$50.5M+$1.9M2026-10-23
Monograph Wealth Advisors, LLC
INCREASED1,012,768979,700+33,068+3%$39.3M$43.8M+$4.5M2026-11-09
HighTower Advisors, LLC
INCREASED992,265978,432+13,833+1%$39.3M$43.0M+$3.7M2026-11-10
Creative Planning
DECREASED869,607877,952-8,345-1%$35.2M$37.6M+$2.4M2026-11-02
Bank of Montreal
INCREASED833,591829,638+3,953+0%$33.3M$36.1M+$2.8M2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED733,521461,410+272,111+59%$18.9M$31.1M+$12.3M2026-10-13
Index Fund Advisors, Inc.
INCREASED682,983654,082+28,901+4%$26.2M$29.6M+$3.3M2026-11-05
Integris Wealth Management, LLC
INCREASED660,874626,662+34,212+5%$25.1M$28.6M+$3.5M2026-10-14
DiNuzzo Private Wealth, Inc.
INCREASED645,733641,920+3,813+1%$25.8M$28.0M+$2.2M2026-10-16
William Mack & Associates, Inc.
INCREASED634,583588,902+45,681+8%$23.6M$27.5M+$3.8M2026-10-27
Modera Wealth Management, LLC
DECREASED584,174587,313-3,139-1%$23.6M$25.3M+$1.7M2026-10-28
Financial Harvest, LLC
INCREASED564,504531,085+33,419+6%$21.3M$24.4M+$3.1M2026-10-15
NorthAvenue LLC
INCREASED555,281535,354+19,927+4%$21.5M$24.0M+$2.6M2026-10-29
Earned Wealth Advisors, LLC
INCREASED546,559540,473+6,086+1%$21.7M$23.7M+$2.0M2026-11-06
Apella Capital, LLC
INCREASED539,929290,554+249,375+86%$11.9M$23.0M+$11.1M2026-10-08
Baker Ellis Asset Management LLC
DECREASED536,539539,546-3,007-1%$21.7M$23.2M+$1.6M2026-10-14
Equita Financial Network, Inc.
INCREASED505,289483,741+21,548+4%$19.4M$21.9M+$2.5M2026-10-19
MB Generational Wealth, LLC
INCREASED450,148444,342+5,806+1%$17.8M$19.5M+$1.7M2026-11-09
Shakespeare Wealth Management, LLC
INCREASED443,002436,894+6,108+1%$17.5M$19.2M+$1.6M2026-10-28
Assetmark, Inc
INCREASED417,461383,077+34,384+9%$15.4M$18.1M+$2.7M2026-10-21
Cardiff Park Advisors, LLC
INCREASED376,432369,260+7,172+2%$14.8M$16.3M+$1.5M2026-11-09
Seaside Wealth Management, Inc.
INCREASED374,959372,300+2,659+1%$14.9M$16.2M+$1.3M2026-11-09
Park Avenue Securities LLC
INCREASED367,202335,625+31,577+9%$13.5M$15.9M+$2.4M2026-10-26
Meritas Wealth Management, LLC
INCREASED352,071318,207+33,864+11%$12.8M$15.2M+$2.5M2026-10-14
Quantum Financial Advisors, LLC
DECREASED321,191482,001-160,810-33%$19.3M$13.9M-$5.4M2026-11-03
Sensible Money, LLC
INCREASED320,954319,752+1,202+0%$12.8M$13.9M+$1.1M2026-10-20
United Wealth Management, LLC
INCREASED313,514310,662+2,852+1%$12.5M$13.6M+$1.1M2026-10-30
Exchange Traded Concepts, LLC
INCREASED312,558311,960+598+0%$12.5M$13.5M+$1.0M2026-10-28
AlphaCore Capital LLC
DECREASED309,568321,370-11,802-4%$12.9M$13.4M+$504.6K2026-11-04
Sterling Financial Planning, Inc.
INCREASED307,396302,926+4,470+1%$12.2M$13.3M+$1.2M2026-10-28
Twin Cities Retirement Group LLC
INCREASED302,186300,631+1,555+1%$12.1M$13.1M+$1.0M2026-10-16
Guardian Wealth Management, LLC
DECREASED294,650303,274-8,624-3%$12.2M$12.8M+$585.0K2026-10-14
Quadcap Wealth Management, LLC
INCREASED291,900285,217+6,683+2%$11.4M$12.6M+$1.2M2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED290,786290,048+738+0%$11.6M$12.6M+$948.5K2026-11-03
Farther Finance Advisors, LLC
INCREASED286,150241,786+44,364+18%$9.7M$12.4M+$2.7M2026-10-08
Hassell Wealth Management, LLC
INCREASED280,266276,356+3,910+1%$11.2M$12.1M+$918.2K2026-10-19
Pacific Sage Partners, LLC
INCREASED277,758261,382+16,376+6%$10.5M$12.0M+$1.5M2026-10-21
Physician Wealth Solutions Inc.
DECREASED264,022276,090-12,068-4%$11.1M$11.4M+$350.0K2026-10-14
Krilogy Financial LLC
DECREASED262,495314,038-51,543-16%$12.6M$11.2M-$1.4M2026-10-13
Squire Investment Management Company, LLC
DECREASED253,287255,262-1,975-1%$10.2M$11.0M+$721.1K2026-11-03
Financial Architects, LLC
INCREASED250,920247,315+3,605+1%$9.9M$10.9M+$937.6K2026-10-13
Yardley Wealth Management LLC
INCREASED246,168236,745+9,423+4%$9.5M$10.7M+$1.2M2026-10-23
LPL Financial LLC
INCREASED237,204178,048+59,156+33%$7.1M$10.3M+$3.1M2026-11-06
Financial Symmetry Inc
INCREASED231,749231,586+163+0%$9.3M$10.1M+$757.4K2026-10-06
Collective Family Office LLC
DECREASED219,690221,000-1,310-1%$8.9M$9.5M+$641.7K2026-10-05
Integrity Alliance, Llc.
DECREASED216,994257,883-40,889-16%$10.3M$9.4M-$955.2K2026-10-29
Shotwell Rutter Baer Inc
INCREASED216,693216,654+39+0%$8.7M$9.4M+$686.3K2026-10-14
Sachem Hill LLC
INCREASED210,062208,314+1,748+1%$8.4M$9.1M+$733.9K2026-10-14
25 LLC
INCREASED207,058200,601+6,457+3%$8.1M$9.0M+$913.4K2026-10-13
Choreo, LLC
INCREASED205,65234,251+171,401+500%$1.4M$8.9M+$7.5M2026-10-28
IFG Advisory, LLC
INCREASED205,335190,046+15,289+8%$7.6M$8.9M+$1.3M2026-11-09
BIP Wealth, LLC
INCREASED202,367153,798+48,569+32%$6.2M$8.8M+$2.6M2026-10-22
Aerodigm Wealth, LLC
INCREASED199,485197,819+1,666+1%$7.9M$8.6M+$697.2K2026-10-16
Chicago Partners Investment Group LLC
INCREASED198,381191,428+6,953+4%$7.9M$8.4M+$477.0K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED197,789172,368+25,421+15%$6.9M$8.6M+$1.6M2026-10-16
Private Wealth Management Group, LLC
DECREASED194,400223,006-28,606-13%$8.9M$8.4M-$533.7K2026-10-19
Sepio Capital, LP
INCREASED193,017191,566+1,451+1%$7.7M$8.4M+$668.2K2026-10-22
Integrity Advisory Solutions, LLC
DECREASED192,692259,619-66,927-26%$10.4M$8.3M-$2.1M2026-10-29
Astra Wealth Partners LLC
INCREASED188,543188,187+356+0%$7.6M$8.2M+$610.1K2026-11-06
Wealth Advisors Northwest LLC
INCREASED187,563181,154+6,409+4%$7.3M$8.1M+$849.9K2026-10-29
SAX Wealth Advisors, LLC
INCREASED186,170147,795+38,375+26%$5.8M$8.1M+$2.2M2026-10-13
Foundry Financial LLC
INCREASED184,203153,910+30,293+20%$6.2M$8.0M+$1.8M2026-10-16
Foundation Wealth Management, Llc\pa
INCREASED181,338156,627+24,711+16%$6.3M$7.9M+$1.6M2026-10-14
LAM Group, Inc.
DECREASED176,625177,585-960-1%$7.1M$7.6M+$519.6K2026-10-26
Clarity Wealth Development LLC
INCREASED169,768168,228+1,540+1%$6.8M$7.3M+$598.3K2026-10-22
Mills Wealth Advisors LLC
INCREASED164,461157,525+6,936+4%$6.3M$7.1M+$798.1K2026-10-22
BetterWealth, LLC
DECREASED164,439165,836-1,397-1%$6.7M$7.1M+$463.6K2026-10-15
Merit Financial Group, LLC
DECREASED164,386165,132-7460%$6.6M$7.1M+$489.5K2026-11-06
Abacus Wealth Partners, LLC
DECREASED160,013162,777-2,764-2%$6.5M$6.9M+$394.7K2026-11-03
Vestia Personal Wealth Advisors
INCREASED158,997127,725+31,272+24%$5.1M$6.9M+$1.8M2026-10-20
Seven Bridges Advisors LLC
INCREASED158,855157,867+988+1%$6.3M$6.9M+$541.6K2026-10-07
Avalon Capital Management
INCREASED149,410148,758+652+0%$6.0M$6.5M+$498.3K2026-11-04
Burk Holdings LLC
INCREASED146,452137,883+8,569+6%$5.5M$6.3M+$806.7K2026-11-05
Abel Hall, LLC
DECREASED143,020143,555-5350%$5.8M$6.2M+$430.5K2026-10-19
BWM Planning, LLC
DECREASED142,387142,532-1450%$5.7M$6.2M+$444.1K2026-11-09
Commonwealth Equity Services, LLC
DECREASED142,332157,900-15,568-10%$6.3M$6.2M-$175.0K2026-11-02
Navigoe, LLC
INCREASED135,701128,427+7,274+6%$5.2M$5.9M+$721.0K2026-11-04
Avant Financial Advisors LLC
INCREASED134,832133,997+835+1%$5.4M$5.8M+$459.6K2026-11-02
Navigate Wealth Management, LLC
INCREASED134,333112,053+22,280+20%$4.6M$5.7M+$1.1M2026-10-14
ShankerValleau Wealth Advisors, Inc.
INCREASED133,004132,189+815+1%$5.3M$5.8M+$453.0K2026-10-16
Pandowealth. LLC
NEW123,621—+123,621——$5.1M—2026-11-09
Allworth Financial LP
INCREASED123,13131,897+91,234+286%$1.3M$4.9M+$3.7M2026-11-06
M Holdings Securities, Inc.
INCREASED122,84597,309+25,536+26%$3.9M$5.2K-$3.9M2026-11-03
JDH Wealth Management, LLC
INCREASED122,179116,833+5,346+5%$4.7M$5.3M+$600.6K2026-10-20
HMV Wealth Advisors, LLC
DECREASED121,974122,861-887-1%$4.9M$5.3M+$349.9K2026-10-27
Sterling Wealth Management, Inc.
INCREASED121,563118,388+3,175+3%$4.8M$5.3M+$511.6K2026-10-23
Northwest Wealth Management, LLC
INCREASED120,399119,092+1,307+1%$4.8M$5.2M+$432.9K2026-10-30
Tillman Hartley LLC
INCREASED117,029113,569+3,460+3%$4.6M$5.1M+$508.7K2026-11-06
Willow Creek Wealth Management Inc.
DECREASED116,437118,475-2,038-2%$4.8M$5.0M+$286.2K2026-10-26
Good Harbor Advisors, Inc.
DECREASED114,126115,777-1,651-1%$4.6M$4.9M+$294.3K2026-10-20
New England Private Wealth Advisors LLC
INCREASED113,747113,040+707+1%$4.7M$4.9M+$226.2K2026-10-19
Emprise Bank
DECREASED111,832112,698-866-1%$4.5M$4.8M+$318.6K2026-10-07
McLean Asset Management Corp
DECREASED108,977111,493-2,516-2%$4.7M$4.6M-$139.2K2026-11-06
Aviance Capital Partners, LLC
INCREASED108,642102,939+5,703+6%$4.1M$4.7M+$572.2K2026-10-29
Vestment Financial LLC
DECREASED108,263108,272-90%$4.4M$4.6M+$230.8K2026-10-13
XY Planning Network, Inc.
INCREASED107,76463,353+44,411+70%$2.5M$4.7M+$2.1M2026-10-14
Master's Wealth Management Inc.
INCREASED106,694100,277+6,417+6%$4.0M$4.6M+$594.7K2026-10-22
Kaufman Rossin Wealth, LLC
DECREASED102,431103,394-963-1%$4.2M$4.4M+$234.4K2026-10-19
Bayshore Asset Management, LLC
INCREASED100,80498,433+2,371+2%$4.0M$4.3M+$334.0K2026-11-03
Spire Wealth Management
INCREASED99,69099,524+166+0%$4.0M$4.3M+$321.7K2026-10-30
Golden Bell Financial Planning LLC
INCREASED98,18195,526+2,655+3%$3.8M$4.3M+$416.8K2026-11-02
E6 Portfolios, LLC
INCREASED92,32188,019+4,302+5%$3.5M$4.0M+$464.4K2026-10-26
Gradient Capital Advisors, LLC
DECREASED89,99891,739-1,741-2%$3.7M$3.9M+$214.5K2026-10-21
RAM Investment Partners, LLC
INCREASED88,71477,787+10,927+14%$3.1M$3.8M+$718.8K2026-10-21
Kane Co Wealth Management, Inc.
DECREASED87,00688,308-1,302-1%$3.5M$3.8M+$222.7K2026-11-04
Quarry Hill Advisors, LLC
DECREASED84,61286,564-1,952-2%$3.5M$3.7M+$189.0K2026-11-04
Avior Wealth Management, LLC
INCREASED83,45682,906+550+1%$3.3M$3.6M+$285.8K2026-10-13
Kestra Advisory Services, LLC
INCREASED78,44265,697+12,745+19%$2.6M$3.4M+$759.3K2026-11-02
CSP Financial Group, LLC
DECREASED77,49880,764-3,266-4%$3.2M$3.4M+$113.8K2026-10-26
Vannoy Advisory Group, Inc.
DECREASED77,43377,900-467-1%$3.1M$3.4M+$225.9K2026-10-13
Burton Enright Welch
DECREASED74,44276,398-1,956-3%$3.1M$3.2M+$156.8K2026-11-04
Maryland Capital Advisors Inc.
INCREASED74,04473,278+766+1%$2.9M$3.2M+$264.8K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED73,76349,268+24,495+50%$2.0M$3.2M+$1.2M2026-11-04
RTD Financial Advisors, Inc.
INCREASED73,58647,068+26,518+56%$1.9M$3.2M+$1.3M2026-10-09
Andrews, Lucia Wealth Management LLC
INCREASED72,85971,731+1,128+2%$2.9M$3.2M+$275.5K2026-11-02
Glass Jacobson Investment Advisors llc
INCREASED72,83472,054+780+1%$2.9M$3.2M+$261.4K2026-10-26
Brady Martz Wealth Solutions, LLC
DECREASED69,16870,238-1,070-2%$2.8M$3.0M+$175.6K2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED68,25568,552-2970%$2.8M$3.0M+$203.8K2026-10-30
Phillips Financial Management, LLC
INCREASED66,87148,432+18,439+38%$1.9M$2.9M+$951.3K2026-10-19
Aurelius Family Office LLC
INCREASED64,47863,187+1,291+2%$2.5M$2.8M+$255.5K2026-10-23
Liberty Capital Management, Inc.
INCREASED59,49055,398+4,092+7%$2.2M$2.6M+$352.2K2026-11-02
Visionary Wealth Advisors
DECREASED57,696122,902-65,206-53%$4.9M$2.5M-$2.4M2026-11-04
Acorn Wealth Advisors, LLC
INCREASED56,64550,963+5,682+11%$2.0M$2.5M+$407.0K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED56,36045,639+10,721+23%$1.8M$2.4M+$608.0K2026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED56,06150,414+5,647+11%$2.0M$2.4M+$403.8K2026-10-27
Porter White Investment Advisors, Inc.
INCREASED54,51427,214+27,300+100%$1.1M$2.4M+$1.3M2026-10-14
Ferguson Johnson Wealth Management Inc
INCREASED53,58153,460+121+0%$2.1M$2.3M+$174.5K2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED52,61362,288-9,675-16%$2.5M$2.3M-$222.0K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED50,66450,66400%$2.0M$2.0M$02026-10-06
Koenig Investment Advisory, LLC
INCREASED48,83348,452+381+1%$1.9M$2.1M+$169.6K2026-10-09
Mission Wealth Management, LP
INCREASED48,52040,563+7,957+20%$1.6M$2.1M+$472.6K2026-10-15
Fortitude Family Office, LLC
UNCHANGED48,31348,31300%$1.9M$2.1M+$152.7K2026-10-14
Triumph Capital Management
INCREASED47,99945,750+2,249+5%$1.8M$2.1M+$241.9K2026-10-14
Clear Creek Financial Management, LLC
DECREASED47,59148,849-1,258-3%$2.0M$2.1M+$99.9K2026-10-28
Legacy Financial Advisors, Inc.
INCREASED46,77143,156+3,615+8%$1.7M$2.0M+$292.9K2026-11-09
Midwest Trust Co
INCREASED46,71946,305+414+1%$1.9M$2.0M+$164.2K2026-10-22
Nwam LLC
INCREASED44,47144,061+410+1%$1.8M$1.9M+$157.0K2026-11-09
Cherry Tree Wealth Management, LLC
INCREASED44,45617,518+26,938+154%$703.0K$1.9M+$1.2M2026-10-15
Shearwater Capital LLC
INCREASED44,28741,969+2,318+6%$1.7M$1.9M+$233.0K2026-10-13
Matisse Capital
UNCHANGED44,10044,10000%$1.8M$1.9M+$139.4K2026-10-29
Cogent Strategic Wealth LLC
DECREASED42,96446,724-3,760-8%$1.9M$1.9M-$15.1K2026-10-22
Werba Rubin Papier Wealth Management
INCREASED42,88942,308+581+1%$1.7M$1.9M+$158.9K2026-11-06
Benson Investment Management Company, Inc.
UNCHANGED42,64542,64500%$1.7M$1.8M+$134.8K2026-10-13
Moisand Fitzgerald Tamayo, LLC
DECREASED41,43342,935-1,502-3%$1.7M$1.8M+$70.7K2026-10-15
Citigroup Inc
INCREASED41,24735,155+6,092+17%$1.4M$1.8M+$374.8K2026-11-04
Factor Wealth Management LTD
INCREASED40,38136,435+3,946+11%$1.5M$1.7M+$286.0K2026-10-08
Three Arch Wealth Management LLC
DECREASED40,26440,740-476-1%$1.6M$1.7M+$108.1K2026-10-20
Peirce Capital Management, LLC
DECREASED39,97641,320-1,344-3%$1.7M$1.7M+$72.4K2026-10-19
Tortoise Investment Management, LLC
INCREASED39,62539,525+100+0%$1.6M$1.7M+$129.2K2026-11-06
Veratis Advisors, Inc.
INCREASED39,49439,249+245+1%$1.6M$1.7M+$134.6K2026-11-03
Nautilus Advisors LLC
INCREASED38,17137,141+1,030+3%$1.5M$1.7M+$133.4K2026-10-07
McGrath & Associates, Inc.
INCREASED38,03637,051+985+3%$1.5M$1.6M+$159.7K2026-10-27
Longview Financial Advisors, Inc.
DECREASED37,46041,826-4,366-10%$1.7M$1.6M-$56.8K2026-10-09
Titleist Asset Management, LLC
INCREASED36,26333,027+3,236+10%$1.3M$1.6M+$244.5K2026-10-08
Prosperity Planning, Inc.
DECREASED35,67836,089-411-1%$1.4M$1.5M+$96.2K2026-10-09
RF&L Wealth Management, LLC
INCREASED35,30133,735+1,566+5%$1.4M$1.5M+$174.4K2026-10-20
AA Financial Advisors, LLC
DECREASED34,83556,942-22,107-39%$2.3M$1.5M-$777.1K2026-10-19
Simplicity Wealth,LLC
DECREASED34,81634,852-360%$1.4M$1.5M+$108.6K2026-10-23
Perigon Wealth Management, LLC
INCREASED34,29933,851+448+1%$1.4M$1.5M+$126.4K2026-10-22
Rasp Wealth Solutions, LLC
INCREASED34,10929,614+4,495+15%$1.2M$1.5M+$288.1K2026-11-06
Oceanside Advisors LLC
INCREASED33,70833,285+423+1%$1.3M$1.5M+$123.5K2026-11-03
Brookstone Capital Management
INCREASED33,02218,539+14,483+78%$744.0K$1.4M+$685.5K2026-10-22
HBE Wealth Management, LLC
DECREASED32,28332,320-370%$1.3M$1.4M+$100.5K2026-11-06
Altiora Financial Group, LLC
INCREASED31,77431,617+157+1%$1.3M$1.4M+$106.7K2026-11-04
Allegiance Financial Group Advisory Services LLC
INCREASED30,93630,836+100+0%$1.2M$1.3M+$101.7K2026-11-02
Vise Technologies, Inc.
INCREASED30,69516,829+13,866+82%$675.4K$1.3M+$653.4K2026-10-29
Two West Capital Advisors LLC
INCREASED30,44829,925+523+2%$1.2M$1.3M+$95.1K2026-10-15
Level Four Advisory Services, LLC
INCREASED30,23028,454+1,776+6%$1.1M$1.3M+$166.8K2026-11-06
Bdfs Capital LLC
INCREASED29,91629,168+748+3%$1.2M$1.3M+$124.6K2026-10-14
Approach Retirement Advisors, LLC
DECREASED29,86030,213-353-1%$1.2M$1.3M+$80.2K2026-10-22
FIG Financial Advisory Services Inc
DECREASED27,89450,205-22,311-44%$2.0M$1.2M-$807.2K2026-10-07
W.H. Cornerstone Investments Inc.
DECREASED27,84035,225-7,385-21%$1.4M$1.2M-$208.3K2026-11-03
Truist Financial Corp
INCREASED27,81717,706+10,111+57%$710.5K$1.2M+$493.7K2026-10-30
Generations Wealth, LLC
INCREASED27,56823,217+4,351+19%$931.7K$1.2M+$261.7K2026-11-09
McMill Wealth Management
NEW26,910—+26,910——$1.2M—2026-11-05
Hudson Oak Wealth Advisory LLC
DECREASED26,79427,898-1,104-4%$1.1M$1.2M+$40.4K2026-10-16
Ballast Financial Advisors LLC
DECREASED25,51326,405-892-3%$1.1M$1.1M+$44.8K2026-10-26
Capstone Wealth Management, LLC
INCREASED25,23625,199+37+0%$1.0M$1.1M+$81.2K2026-11-02
Greenspring Advisors, LLC
INCREASED24,15023,148+1,002+4%$928.9K$1.0M+$116.5K2026-11-05
Journey Beyond Wealth, LLC
DECREASED23,85525,473-1,618-6%$1.0M$1.0M+$10.5K2026-11-04
Oath Planning, LLC
DECREASED22,59823,533-935-4%$944.4K$978.3K+$33.9K2026-10-20
Friday Financial
UNCHANGED22,07922,07900%$902.4K$941.7K+$39.3K2026-10-09
Signal Advisors Wealth, LLC
INCREASED21,4397,558+13,881+184%$303.3K$928.1K+$624.8K2026-10-13
Poinciana Advisors Group, LLC
UNCHANGED20,58020,58000%$825.9K$890.9K+$65.0K2026-11-06
Studio Investment Management LLC
DECREASED20,55921,289-730-3%$854.3K$890.0K+$35.7K2026-10-22
Signaturefd, LLC
DECREASED20,01320,514-501-2%$823.2K$866.4K+$43.1K2026-10-23
UMB Bank, n.a.
UNCHANGED20,00020,00000%$802.6K$865.8K+$63.2K2026-11-06
Tandemgrowth Financial Advisors LLC
UNCHANGED19,81819,81800%$795.3K$857.9K+$62.6K2026-11-05
RED Lighthouse Investment Management, LLC
UNCHANGED19,74919,74900%$792.5K$854.9K+$62.4K2026-11-02
Harbor Investment Advisory, LLC
DECREASED19,72720,664-937-5%$829.2K$854.0K+$24.7K2026-10-13
Mattern Wealth Management LLC
INCREASED19,50015,000+4,500+30%$602.0K$844.2K+$242.2K2026-11-04
Outbound Financial Inc
DECREASED19,46922,950-3,481-15%$921.0K$842.8K-$78.2K2026-10-13
HB Wealth Management, LLC
NEW19,318—+19,318——$836.3K—2026-10-23
CogentBlue Wealth Advisors, LLC
DECREASED19,22019,821-601-3%$795.4K$832.0K+$36.6K2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED19,19823,240-4,042-17%$932.6K$831.1K-$101.5K2026-10-27
Firethorn Wealth Partners, LLC
DECREASED19,17219,364-192-1%$777.1K$829.9K+$52.8K2026-10-14
Breakwater Capital Group
INCREASED18,82214,595+4,227+29%$585.7K$814.8K+$229.1K2026-10-09
Bedel Financial Consulting, Inc.
DECREASED18,00518,052-470%$724.4K$779.4K+$55.0K2026-11-06
Mullaney, Keating & Wright, Inc.
INCREASED17,60417,556+48+0%$704.5K$762.1K+$57.6K2026-10-19
DBK Financial Counsel, LLC
INCREASED17,49217,192+300+2%$689.9K$757.2K+$67.3K2026-10-13
Parkshore Wealth Management, Inc.
DECREASED17,30317,690-387-2%$709.9K$749.1K+$39.1K2026-10-13
Austin Asset Management Co Inc
INCREASED17,29217,283+9+0%$693.6K$748.6K+$55.0K2026-10-29
Apollon Wealth Management, LLC
UNCHANGED17,09817,09800%$686.1K$740.2K+$54.0K2026-10-23
RCS Financial Planning, LLC
DECREASED16,75123,502-6,751-29%$943.2K$725.1K-$218.0K2026-10-14
Abacus Planning Group, Inc.
INCREASED16,56116,498+63+0%$662.1K$716.9K+$54.9K2026-11-02
Triad Wealth Partners, LLC
INCREASED16,41315,274+1,139+7%$650.5K$710.5K+$60.0K2026-10-26
Global Financial Private Client, LLC
INCREASED16,09613,711+2,385+17%$550.2K$696.8K+$146.6K2026-10-15
Root Financial Partners, LLC
INCREASED16,0359,152+6,883+75%$367.3K$694.2K+$326.9K2026-10-21
Cogent Private Wealth, Inc.
UNCHANGED15,85215,85200%$636.1K$686.2K+$50.1K2026-11-06
Great Valley Advisor Group, Inc.
DECREASED15,82117,001-1,180-7%$681.9K$685.1K+$3.2K2026-11-09
Freedom Day Solutions, LLC
DECREASED15,64117,376-1,735-10%$697.3K$677.1K-$20.2K2026-10-20
Riverchase Wealth Management, LLC
INCREASED15,29514,755+540+4%$592.1K$662.1K+$70.0K2026-10-28
Verus Financial Partners, Inc.
INCREASED15,11815,024+94+1%$602.9K$654.5K+$51.5K2026-10-29
BluePrint Investing LLC
INCREASED15,08014,914+166+1%$598.5K$652.8K+$54.3K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED14,80213,699+1,103+8%$549.7K$640.8K+$91.0K2026-11-04
Strathmore Capital Advisors, Inc.
INCREASED14,5497,239+7,310+101%$299.3K$605.4K+$306.1K2026-11-09
Canvas Wealth Advisors, LLC
INCREASED14,38412,279+2,105+17%$492.8K$616.1K+$123.3K2026-11-02
Timonier Family Office, Ltd.
UNCHANGED14,36414,36400%$576.4K$621.8K+$45.4K2026-11-03
Diversify Advisory Services, LLC
DECREASED13,98114,509-528-4%$605.2K$597.5K-$7.7K2026-10-20
Diversify Wealth Management, LLC
DECREASED13,98114,509-528-4%$605.2K$597.5K-$7.7K2026-10-20
3 Factor Indexing, LLC
UNCHANGED13,79413,79400%$553.6K$597.1K+$43.6K2026-10-15
Axxcess Wealth Management, LLC
DECREASED13,63814,844-1,206-8%$595.7K$590.4K-$5.3K2026-10-21
Del-Sette Capital Management, LLC
DECREASED13,48413,485-10%$541.0K$583.6K+$42.5K2026-10-23
SC&H Financial Advisors, Inc.
DECREASED13,20113,497-296-2%$541.6K$571.5K+$29.8K2026-10-14
Great Point Wealth Advisors, LLC
DECREASED12,90313,703-800-6%$549.9K$558.6K+$8.7K2026-10-15
Clarity Capital Advisors, LLC
INCREASED12,82812,748+80+1%$511.6K$555.3K+$43.7K2026-10-27
Elevate Wealth Advisory, Inc
INCREASED12,43811,582+856+7%$464.8K$538.4K+$73.7K2026-10-29
ARK & TLK Investments, LLC
UNCHANGED12,28912,28900%$493.2K$532.0K+$38.8K2026-10-20
Accurate Wealth Management, LLC
INCREASED12,18911,950+239+2%$488.8K$522.7K+$33.9K2026-10-20
US Bancorp \de\
UNCHANGED11,87511,87500%$476.5K$514.1K+$37.5K2026-11-05
Torren Management, LLC
DECREASED11,76712,081-314-3%$484.8K$509.4K+$24.6K2026-10-29
Belleair Asset Management, LLC
INCREASED11,75111,616+135+1%$466.2K$508.7K+$42.6K2026-11-03
Gibson Capital, LLC
UNCHANGED11,63711,63700%$467.0K$503.8K+$36.8K2026-10-23
Frankly Finances, LLC
UNCHANGED11,54211,54200%$463.2K$499.7K+$36.5K2026-10-28
Samalin Investment Counsel, LLC
INCREASED10,53010,015+515+5%$401.9K$455.8K+$53.9K2026-10-23
SmartHarvest Portfolios, LLC
UNCHANGED10,51210,51200%$421.8K$455.1K+$33.2K2026-10-26
Clearstead Advisors, LLC
INCREASED10,3945,694+4,700+83%$228.5K$450.0K+$221.5K2026-11-06
Concord Wealth Partners
INCREASED10,1865,227+4,959+95%$209.8K$441.0K+$231.2K2026-11-02
WealthSpring Partners, LLC
NEW9,930—+9,930——$429.9K—2026-10-14
Tranquility Partners, LLC
INCREASED9,7055,422+4,283+79%$217.6K$420.1K+$202.6K2026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED9,60510,051-446-4%$403.3K$415.8K+$12.5K2026-10-07
Washington Trust Advisors, Inc.
DECREASED9,5239,667-144-1%$387.9K$412.3K+$24.3K2026-10-22
Higgins & Schmidt Wealth Strategies LLC
DECREASED9,3729,469-97-1%$380.0K$405.7K+$25.7K2026-10-26
TCI Wealth Advisors, Inc.
NEW9,294—+9,294——$402.3K—2026-10-30
Sutton Place Investors LLC
INCREASED9,0818,995+86+1%$361.0K$393.1K+$32.1K2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED9,0009,00000%$355.0K$355.0K$02026-10-26
Fonville Wealth Management LLC
NEW8,626—+8,626——$373.4K—2026-10-28
Selective Wealth Management, Inc.
DECREASED8,5729,861-1,289-13%$405.6K$366.3K-$39.2K2026-10-16
Lauterbach Financial Advisors, LLC
INCREASED8,5696,223+2,346+38%$249.7K$371.0K+$121.2K2026-10-21
Harbour Investments, Inc.
INCREASED8,0577,807+250+3%$313.3K$348.8K+$35.5K2026-11-09
Lazari Capital Management, Inc.
UNCHANGED8,0348,03400%$322.4K$347.8K+$25.4K2026-10-20
SwitchPoint Financial Planning, LLC
UNCHANGED7,4537,45300%$299.1K$322.6K+$23.6K2026-11-02
Verdence Capital Advisors LLC
NEW7,413—+7,413——$320.9K—2026-10-26
Meredith Wealth Planning
NEW7,270—+7,270——$314.7K—2026-10-14
Wealthfront Advisers LLC
NEW7,224—+7,224——$312.7K—2026-11-09
SYM Financial Corp
DECREASED6,9937,314-321-4%$293.5K$302.7K+$9.2K2026-10-26
Valued Wealth Advisors LLC
INCREASED6,9645,128+1,836+36%$205.8K$301.5K+$95.7K2026-11-05
GEN Financial Management, Inc.
NEW6,906—+6,906——$299.0K—2026-10-13
New Dimensions Wealth Management, LLC
UNCHANGED6,8686,86800%$275.6K$297.3K+$21.7K2026-11-02
Rockwood Wealth Management, LLC
UNCHANGED6,6546,65400%$267.0K$288.1K+$21.0K2026-10-27
Morton Capital Management LLC
DECREASED6,5496,574-250%$263.8K$283.5K+$19.7K2026-10-23
Venture Visionary Partners LLC
DECREASED6,3398,961-2,622-29%$359.6K$274.4K-$85.2K2026-10-07
Pacific Asset Management, LLC
INCREASED6,3286,303+25+0%$252.9K$273.9K+$21.0K2026-10-15
Baker Tilly Wealth Management, LLC
INCREASED6,3115,642+669+12%$226.4K$273.2K+$46.8K2026-10-05
Family CFO Inc
UNCHANGED6,2976,29700%$252.7K$272.6K+$19.9K2026-10-30
Wescott Financial Advisory Group, LLC
INCREASED6,2346,195+39+1%$248.6K$269.8K+$21.2K2026-11-09
Regions Financial Corp
NEW6,090—+6,090——$263.6K—2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED6,0606,06000%$176.2K$176.2K$02026-10-23
M Wealth Management, LLC
DECREASED5,9356,935-1,000-14%$278.3K$256.9K-$21.4K2026-10-14
Kondo Wealth Advisors, Inc.
INCREASED5,7085,695+13+0%$228.6K$247.1K+$18.6K2026-10-19
Creative Financial Designs Inc
DECREASED5,5895,650-61-1%$226.7K$241.9K+$15.2K2026-11-04
Oakwell Private Wealth Management, LLC
INCREASED5,5005,090+410+8%$204.3K$238.1K+$33.8K2026-11-06
Indivisible Partners
NEW5,497—+5,497——$238.0K—2026-10-26
Stolz & Associates, PS
UNCHANGED5,4105,41000%$217.1K$234.2K+$17.1K2026-11-05
Wedmont Private Capital
NEW5,381—+5,381——$228.4K—2026-10-09
HUB Investment Partners, LLC
UNCHANGED5,3685,36800%$215.4K$232.4K+$17.0K2026-11-03
Elevation Wealth Partners, LLC
INCREASED5,1545,127+27+1%$205.7K$223.1K+$17.4K2026-10-07
Vista Capital Partners, Inc.
INCREASED5,1475,115+32+1%$205.2K$222.8K+$17.5K2026-11-06
Versant Capital Management, Inc
INCREASED5,0905,068+22+0%$203.4K$220.3K+$17.0K2026-10-02
Altfest L J & Co Inc
NEW5,066—+5,066——$219.3K—2026-10-27
Bessemer Group Inc
INCREASED4,9932,141+2,852+133%$86.0K$216.0K+$130.0K2026-11-09
PNC Financial Services Group, Inc.
INCREASED4,9323,727+1,205+32%$149.6K$213.5K+$63.9K2026-11-06
Shore Point Advisors, LLC
NEW4,740—+4,740——$205.2K—2026-10-14
Badgley Phelps Wealth Managers, LLC
NEW4,652—+4,652——$201.4K—2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED4,1454,14500%$166.3K$179.4K+$13.1K2026-10-20
DecisionPoint Financial, LLC
INCREASED3,9673,642+325+9%$146.9K$169.2K+$22.3K2026-10-27
Pillar Financial Advisors, LLC
UNCHANGED3,6803,68000%$147.7K$159.3K+$11.6K2026-10-21
IFP Advisors, Inc
UNCHANGED3,3163,31600%$133.1K$143.6K+$10.5K2026-10-16
Geneos Wealth Management Inc.
UNCHANGED3,0003,00000%$120.4K$129.9K+$9.5K2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED2,8022,783+19+1%$111.7K$121.3K+$9.6K2026-10-29
Quent Capital, LLC
NEW2,535—+2,535——$105.5K—2026-11-09
McCarley & Cook Financial Planners
INCREASED2,5342,525+9+0%$101.3K$109.7K+$8.3K2026-10-21
Acropolis Investment Management, LLC
NEW2,380—+2,380——$103.0K—2026-10-08
Reyes Financial Architecture, Inc.
UNCHANGED2,2922,29200%$92.0K$99.2K+$7.2K2026-10-22
Morton Brown Family Wealth, LLC
DECREASED1,9172,052-135-7%$82.3K$83.0K+$6402026-10-23
Fifth Third Bancorp
UNCHANGED1,8791,87900%$75.4K$81.3K+$5.9K2026-11-05
Harbor Asset Planning, Inc.
INCREASED1,7461,735+11+1%$69.6K$75.6K+$6.0K2026-10-23
American Capital Advisory, LLC
UNCHANGED1,6541,65400%$66.4K$71.6K+$5.2K2026-10-28
RHL Group, LLC
DECREASED1,2991,301-20%$52.0K$56.2K+$4.2K2026-11-04
Ares Financial Consulting, LLC
INCREASED1,1681,161+7+1%$46.6K$50.5K+$3.9K2026-10-19
Parkside Financial Bank & Trust
UNCHANGED1,1001,10000%$44.1K$47.6K+$3.5K2026-10-27
Balance Wealth Partners LLC
NEW1,082—+1,082——$46.9K—2026-10-27
Angeles Wealth Management, LLC
UNCHANGED1,0401,04000%$41.7K$45.0K+$3.3K2026-10-26
Trellis Wealth Advisors LLC
NEW893—+893——$38.7K—2026-10-19
Prudent Man Investment Management, Inc.
UNCHANGED83883800%$31.8K$36.3K+$4.4K2026-11-03
Acumen Wealth Advisors, LLC
UNCHANGED72172100%$28.9K$31.2K+$2.3K2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED70970900%$28.5K$30.7K+$2.2K2026-11-03
Horizon Financial Services, LLC
UNCHANGED64264200%$25.8K$27.8K+$2.0K2026-11-04
Hara Capital LLC
UNCHANGED34634600%$13.9K$15.0K+$1.1K2026-10-30
Rossby Financial, LCC
INCREASED332329+3+1%$13.2K$14.4K+$1.2K2026-11-05
Lodestone Wealth Management LLC
INCREASED210209+1+0%$8.4K$9.1K+$7182026-10-14
Coston, McIsaac & Partners
INCREASED183181+2+1%$7$7.9K+$7.9K2026-11-06
Ascentis Independent Advisors
NEW122—+122——$5.3K—2026-11-03
Tounjian Advisory Partners, LLC
INCREASED102101+1+1%$4.1K$4.4K+$3472026-11-04
CX Institutional
DECREASED100150-50-33%$6$4-$22026-10-02
Gilpin Wealth Management, LLC
UNCHANGED10010000%$4.0K$4.3K+$3162026-10-09
Strive Financial Group,LLC
UNCHANGED858500%$3.4K$3.7K+$2692026-11-09
Compass Financial Management LLC
NEW8—+8——$346—2026-10-30
Kestra Private Wealth Services, LLC
CLOSED012,290-12,290-100%$493.2K$0-$493.2K2026-11-06
Shepherd Financial Partners LLC
CLOSED09,181-9,181-100%$368.4K$0-$368.4K2026-11-03
Tcfg Investment Advisors, LLC
CLOSED08,727-8,727-100%$350.2K$0-$350.2K2026-10-20
LJI Wealth Management, LLC
CLOSED05,690-5,690-100%$228.4K$0-$228.4K2026-10-28
AdvisorNet Financial, Inc
CLOSED02,716-2,716-100%$109.0K$0-$109.0K2026-10-15
Central Trust Co
CLOSED01,087-1,087-100%$43.6K$0-$43.6K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED0353-353-100%$14.2K$0-$14.2K2026-10-26
Sankala Group LLC
CLOSED020-20-100%$920$0-$9202026-11-09
Focus Partners Wealth
N/A—13,414,075-13,414,075-100%$538.3M———
Focus Partners Advisor Solutions, LLC
N/A—3,118,868-3,118,868-100%$125.2M———
Bank of America Corp
N/A—2,991,895-2,991,895-100%$120.1M———
UBS Group AG
N/A—2,485,157-2,485,157-100%$99.7M———
Cerity Partners LLC
N/A—1,592,790-1,592,790-100%$63.9M———
Northern Trust Corp
N/A—1,318,379-1,318,379-100%$52.9M———
Jackson Thornton Wealth Management, LLC
N/A—958,337-958,337-100%$38.5M———
Great OAK Capital Partners, LLC
N/A—871,449-871,449-100%$35.5M———
Integrated Wealth Concepts LLC
N/A—846,710-846,710-100%$34.0M———
Mercer Global Advisors Inc
N/A—823,817-823,817-100%$33.1M———
Envestnet Asset Management Inc
N/A—815,545-815,545-100%$32.7M———
Jane Street Group, LLC
N/A—786,039-786,039-100%$31.5M———
Premier Financial Group
N/A—739,178-739,178-100%$29.7M———
Planning Center, Inc.
N/A—697,483-697,483-100%$28.0M———
Rather & Kittrell, Inc.
N/A—539,288-539,288-100%$21.6M———
Sequoia Financial Advisors, LLC
N/A—533,748-533,748-100%$21.4M———
Smartleaf Asset Management LLC
N/A—513,430-513,430-100%$20.7M———
Raymond James Financial Inc
N/A—491,240-491,240-100%$19.7M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—468,855-468,855-100%$18.8M———
Beacon Pointe Advisors, LLC
N/A—449,274-449,274-100%$18.0M———
KEB Asset Management, LLC
N/A—425,660-425,660-100%$17.1M———
LRI Investments, LLC
N/A—414,353-414,353-100%$16.6M———
von Borstel & Associates, Inc.
N/A—410,932-410,932-100%$16.5M———
Betterment LLC
N/A—403,545-403,545-100%$16.2M———
Vestmark Advisory Solutions, Inc.
N/A—386,882-386,882-100%$15.5M———
Parkwoods Wealth Partners, LLC
N/A—367,558-367,558-100%$14.8M———
Hill Investment Group Partners, LLC
N/A—350,535-350,535-100%$14.1M———
Miramar Fiduciary Corp
N/A—337,798-337,798-100%$13.6M———
Pathstone Holdings, LLC
N/A—329,461-329,461-100%$13.2M———
Kilner Capital Advisors, LLC
N/A—292,082-292,082-100%$12.1M———
Dravo BAY LLC
N/A—285,637-285,637-100%$11.5M———
Osaic Holdings, Inc.
N/A—279,311-279,311-100%$11.2M———
Summit Wealth & Retirement Planning, Inc.
N/A—266,152-266,152-100%$10.7M———
Pinney & Scofield, Inc.
N/A—245,067-245,067-100%$9.8M———
Advisory Alpha, LLC
N/A—227,732-227,732-100%$9.1M———
Fischer Investment Strategies, LLC
N/A—227,493-227,493-100%$9.1M———
Mariner, LLC
N/A—226,926-226,926-100%$9.1M———
Greenline Partners, LLC
N/A—226,207-226,207-100%$9.1M———
Fiduciary Financial Advisors
N/A—221,672-221,672-100%$8.9M———
Claris Advisors, LLC / MO /
N/A—197,686-197,686-100%$7.9M———
Rockefeller Capital Management L.P.
N/A—195,542-195,542-100%$7.8M———
EQ Wealth Advisors, LLC
N/A—192,541-192,541-100%$7.7M———
NewEdge Advisors, LLC
N/A—186,805-186,805-100%$7.5M———
Baird Financial Group, Inc.
N/A—175,555-175,555-100%$7.0M———
Wealthspire Advisors, LLC
N/A—171,331-171,331-100%$6.9M———
Vistica Wealth Advisors, LLC
N/A—164,283-164,283-100%$6.6M———
Longview Financial Advisors LLC
N/A—163,131-163,131-100%$6.5M———
AQR Capital Management LLC
N/A—162,762-162,762-100%$6.5M———
Financial Engines Advisors L.L.C.
N/A—162,003-162,003-100%$6.5M———
Pure Financial Advisors, LLC
N/A—160,378-160,378-100%$6.4M———
Jones Financial Companies Lllp
N/A—154,140-154,140-100%$6.2M———
JPMorgan Chase & Co
N/A—153,382-153,382-100%$6.2M———
Citadel Advisors LLC
N/A—153,020-153,020-100%$6.1M———
Liberty Wealth Management LLC
N/A—142,121-142,121-100%$5.6M———
Bridge Generations Wealth Management LLC
N/A—127,787-127,787-100%$5.1M———
OneDigital Investment Advisors LLC
N/A—124,514-124,514-100%$5.0M———
Susquehanna International Group, LLP
N/A—122,388-122,388-100%$4.9M———
Stifel Financial Corp
N/A—119,584-119,584-100%$4.8M———
Karpus Management, Inc.
N/A—105,610-105,610-100%$4.2M———
Ruedi Wealth Management, Inc.
N/A—101,599-101,599-100%$4.1M———
Janney Montgomery Scott LLC
N/A—99,824-99,824-100%$4.0M———
Quantinno Capital Management LP
N/A—98,940-98,940-100%$4.0M———
Arax Advisory Partners
N/A—97,619-97,619-100%$3.9M———
Northwestern Mutual Wealth Management Co
N/A—94,714-94,714-100%$3.8M———
Waverly Advisors, LLC
N/A—93,172-93,172-100%$3.7M———
UBS Asset Management Americas LLC
N/A—86,934-86,934-100%$3.5M———
Corus Family Wealth Advisors
N/A—82,120-82,120-100%$3.3M———
MML Investors Services, LLC
N/A—81,940-81,940-100%$3.3M———
Morris Financial Concepts, Inc.
N/A—80,413-80,413-100%$3.2M———
Orion Porfolio Solutions, LLC
N/A—70,853-70,853-100%$2.8M———
Rialto Wealth Management, LLC
N/A—69,324-69,324-100%$2.8M———
Royal Bank of Canada
N/A—62,789-62,789-100%$2.5M———
Faithward Advisors, LLC
N/A—58,080-58,080-100%$2.3M———
Dopkins Wealth Management, LLC
N/A—57,442-57,442-100%$2.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—57,437-57,437-100%$2.3M———
Trailhead Planners LLC
N/A—56,949-56,949-100%$2.3M———
Strategic Investment Solutions, Inc.
N/A—56,651-56,651-100%$2.3M———
Nalls Sherbakoff Group, LLC
N/A—45,230-45,230-100%$1.8M———
PW Advisors, LLC \ FL
N/A—43,284-43,284-100%$1.7M———
Stratos Investment Management, LLC
N/A—38,805-38,805-100%$1.6M———
RB Capital Management, LLC
N/A—38,706-38,706-100%$1.6M———
Curio Wealth, LLC
N/A—37,934-37,934-100%$1.5M———
Capital Group Private Client Services, Inc.
N/A—34,920-34,920-100%$1.4M———
CSS LLC
N/A—34,851-34,851-100%$1.4M———
Morgan Stanley
N/A—29,613-29,613-100%$1.2M———
Keyvantage Wealth, LLC
N/A—29,169-29,169-100%$1.2M———
GTS Securities LLC
N/A—28,517-28,517-100%$1.1M———
CarsonAllaria Wealth Management, Ltd.
N/A—28,444-28,444-100%$1.1M———
Hilltop Holdings Inc.
N/A—27,241-27,241-100%$1.1M———
Rehmann Capital Advisory Group
N/A—25,719-25,719-100%$1.0M———
Sanctuary Advisors, LLC
N/A—25,175-25,175-100%$1.0M———
ATLas Financial Planning LLC
N/A—24,764-24,764-100%$993.8K———
Vantage Point Financial LLC
N/A—23,765-23,765-100%$953.7K———
Daner Wealth Management, LLC
N/A—23,357-23,357-100%$1.0M———
Summit Financial, LLC
N/A—22,311-22,311-100%$895.3K———
Mission Hills Financial Advisory, LLC
N/A—22,278-22,278-100%$894.0K———
C M Bidwell & Associates LTD
N/A—22,114-22,114-100%$887.4K———
Wells Fargo & Company
N/A—21,966-21,966-100%$881.5K———
TRU Independence Asset Management 2, LLC
N/A—21,561-21,561-100%$865.2K———
Passive Capital Management, Llc.
N/A—20,881-20,881-100%$793.5K———
SEI Investments Co
N/A—19,837-19,837-100%$796.0K———
Savvy Advisors, Inc.
N/A—19,396-19,396-100%$778.4K———
SageView Advisory Group, LLC
N/A—19,179-19,179-100%$769.6K———
O'shaughnessy Asset Management, LLC
N/A—19,178-19,178-100%$769.6K———
Atlantic Union Bankshares Corp
N/A—18,448-18,448-100%$740.3K———
Stratos Wealth Partners, Ltd.
N/A—17,119-17,119-100%$687.0K———
Natixis Advisors, LLC
N/A—16,968-16,968-100%$680.0K———
Arkadios Wealth Advisors
N/A—16,917-16,917-100%$678.9K———
Tyche Wealth Partners LLC
N/A—16,899-16,899-100%$678.1K———
EP Wealth Advisors, LLC
N/A—16,045-16,045-100%$643.9K———
Hanover Advisors Inc
N/A—15,534-15,534-100%$623.4K———
Xcelsior Advisor Partners LLC
N/A—14,550-14,550-100%$583.9K———
Fortis Capital Management LLC
N/A—13,570-13,570-100%$544.5K———
Platform Wealth Management, LLC
N/A—13,430-13,430-100%$538.9K———
Disciplined Investments, LLC
N/A—13,357-13,357-100%$536.0K———
Goldman Sachs Group Inc
N/A—12,974-12,974-100%$520.6K———
Aptus Capital Advisors, LLC
N/A—12,522-12,522-100%$502.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,078-12,078-100%$484.7K———
FMR LLC
N/A—12,044-12,044-100%$483.3K———
Aegis Wealth Management LLC
N/A—11,524-11,524-100%$462.5K———
Maripau Wealth Management LLC
N/A—11,397-11,397-100%$457.4K———
Entelevest, LLC
N/A—11,350-11,350-100%$455.5K———
Captrust Financial Advisors
N/A—10,383-10,383-100%$416.7K———
BFC Planning, Inc.
N/A—10,339-10,339-100%$414.9K———
Composition Wealth, LLC
N/A—10,037-10,037-100%$402.8K———
Advyzon Investment Management, LLC
N/A—9,781-9,781-100%$392.5K———
BlackRock, Inc.
N/A—9,040-9,040-100%$362.8K———
GeoWealth Management, LLC
N/A—8,013-8,013-100%$321.6K———
Beaird Harris Wealth Management, LLC
N/A—7,990-7,990-100%$320.6K———
CIBC Bancorp USA Inc.
N/A—7,709-7,709-100%$309.4K———
Benjamin Edwards Inc
N/A—7,403-7,403-100%$297.1K———
Ponta Wealth Partners, LLC
N/A—6,887-6,887-100%$276.4K———
Nuveen, LLC
N/A—6,682-6,682-100%$268.1K———
Family Manage LLC
N/A—6,433-6,433-100%$258.2K———
Cloud Capital Management, LLC
N/A—6,304-6,304-100%$252.0K———
Steward Partners Investment Advisory, LLC
N/A—6,191-6,191-100%$248.4K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,122-6,122-100%$245.7K———
Mutual Advisors, LLC
N/A—5,585-5,585-100%$224.1K———
Insigneo Advisory Services, LLC
N/A—5,582-5,582-100%$224.0K———
IEQ Capital, LLC
N/A—5,260-5,260-100%$211.1K———
Glen Eagle Advisors, LLC
N/A—5,250-5,250-100%$210.7K———
Frazier Financial Advisors, LLC
N/A—5,124-5,124-100%$205.6K———
IHT Wealth Management, LLC
N/A—5,062-5,062-100%$203.1K———
Cary Street Partners Financial LLC
N/A—3,239-3,239-100%$130.0K———
Innovative Asset Advisors Group, LLC
N/A—2,437-2,437-100%$97.8K———
Cary Street Partners Investment Advisory LLC
N/A—2,151-2,151-100%$86.3K———
AE Wealth Management LLC
N/A—2,081-2,081-100%$83.5K———
Medallion Wealth Advisors, LLC
N/A—1,786-1,786-100%$71.7K———
Bard Associates Inc
N/A—1,255-1,255-100%$50.4K———
Global Retirement Partners, LLC
N/A—916-916-100%$36.8K———
Strategic Wealth Partners, Ltd.
N/A—912-912-100%$36.6K———
Timmons Wealth Management, LLC
N/A—810-810-100%$32.5K———
Rogco, LP
N/A—775-775-100%$31.1K———
Millstone Evans Group, LLC
N/A—763-763-100%$30.6K———
Capital Analysts, LLC
N/A—657-657-100%$26———
Whittier Trust Co
N/A—531-531-100%$21.9K———
Providence Capital Advisors, LLC
N/A—517-517-100%$20.7K———
Atomic Invest LLC
N/A—474-474-100%$19.1K———
Hollencrest Capital Management
N/A—425-425-100%$17.1K———
Topsail Wealth Management, LLC
N/A—415-415-100%$16.7K———
Operose Advisors LLC
N/A—384-384-100%$15.4K———
Cornerstone Financial Management LLC
N/A—300-300-100%$12.0K———
Qube Research & Technologies Ltd
N/A—253-253-100%$10.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—68-68-100%$2.7K———
Vanguard Advisers Inc
N/A—62-62-100%$2.5K———
Integrity Financial Corp
N/A—34-34-100%$1.4K———
ST Germain D J Co Inc
N/A—1-1-100%$22———
Showing 498 of 498 institutions