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Dimensional US Small Cap VAL (DFSV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
INCREASED
Shares894,613 from 425,967
Change+468,646 (+110%)
Value$34.7M (+$18.2M)
Filed 2026-11-06
Diversified Portfolios, Inc.
INCREASED
Shares765,293 from 734,781
Change+30,512 (+4%)
Value$28.7M (+$173.4K)
Filed 2026-11-04
Navigoe, LLC
INCREASED
Shares384,990 from 373,205
Change+11,785 (+3%)
Value$14.4M (-$51.0K)
Filed 2026-11-04
Collective Family Office LLC
DECREASED
Shares203,817 from 204,738
Change-921 (0%)
Value$7.6M (-$304.8K)
Filed 2026-10-05
LAM Group, Inc.
DECREASED
Shares87,490 from 95,240
Change-7,750 (-8%)
Value$3.3M (-$416.1K)
Filed 2026-10-26
Meritas Wealth Management, LLC
INCREASED
Shares59,713 from 59,549
Change+164 (+0%)
Value$2.2M (-$72.5K)
Filed 2026-10-14
Oder Investment Management, LLC
INCREASED
Shares41,580 from 41,058
Change+522 (+1%)
Value$1.6M (-$34.7K)
Filed 2026-11-09
Baker Tilly Wealth Management, LLC
DECREASED
Shares18,095 from 18,833
Change-738 (-4%)
Value$678.0K (-$52.5K)
Filed 2026-10-05
IFP Advisors, Inc
UNCHANGED
Shares13,371 from 13,371
Change0 (0%)
Value$512.9K (-$5.7K)
Filed 2026-10-16
Frankly Finances, LLC
UNCHANGED
Shares10,901 from 10,901
Change0 (0%)
Value$408.5K (-$14.4K)
Filed 2026-10-28
Shore Point Advisors, LLC
DECREASED
Shares6,405 from 6,446
Change-41 (-1%)
Value$240.0K (-$10.0K)
Filed 2026-10-14
Private Trust Co NA
UNCHANGED
Shares4,226 from 4,226
Change0 (0%)
Value$162.1K (-$1.8K)
Filed 2026-10-20
Geneos Wealth Management Inc.
DECREASED
Shares3,368 from 492,276
Change-488,908 (-99%)
Value$126.2K (-$19.0M)
Filed 2026-11-09
Compass Financial Management LLC
NEW
Shares34
Change+34
Value$1.3K
Filed 2026-10-30
Savant Capital, LLC
CLOSED
Shares0 from 25,008,847
Change-25,008,847 (-100%)
Value$0 (-$976.1M)
Filed 2026-11-06
Mather Group, Llc.
CLOSED
Shares0 from 6,632,230
Change-6,632,230 (-100%)
Value$0 (-$257.3M)
Filed 2026-10-14
Ritholtz Wealth Management
CLOSED
Shares0 from 4,069,099
Change-4,069,099 (-100%)
Value$0 (-$157.8M)
Filed 2026-11-05
Modera Wealth Management, LLC
CLOSED
Shares0 from 2,947,946
Change-2,947,946 (-100%)
Value$0 (-$114.4M)
Filed 2026-10-28
Index Fund Advisors, Inc.
CLOSED
Shares0 from 2,844,072
Change-2,844,072 (-100%)
Value$0 (-$110.3M)
Filed 2026-11-05
LPL Financial LLC
CLOSED
Shares0 from 2,360,503
Change-2,360,503 (-100%)
Value$0 (-$91.6M)
Filed 2026-11-06
Creative Planning
CLOSED
Shares0 from 2,187,449
Change-2,187,449 (-100%)
Value$0 (-$84.9M)
Filed 2026-11-02
Arista Wealth Management, LLC
CLOSED
Shares0 from 2,151,928
Change-2,151,928 (-100%)
Value$0 (-$83.5M)
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
CLOSED
Shares0 from 1,300,634
Change-1,300,634 (-100%)
Value$0 (-$50.5M)
Filed 2026-10-16
Evanson Financial, LLC
CLOSED
Shares0 from 1,160,147
Change-1,160,147 (-100%)
Value$0 (-$45.0M)
Filed 2026-10-23
Coldstream Capital Management Inc
CLOSED
Shares0 from 1,142,603
Change-1,142,603 (-100%)
Value$0 (-$44.9M)
Filed 2026-11-09
Leading Edge Financial Planning LLC
CLOSED
Shares0 from 1,027,285
Change-1,027,285 (-100%)
Value$0 (-$39.8M)
Filed 2026-10-23
Bank of Montreal
CLOSED
Shares0 from 1,023,556
Change-1,023,556 (-100%)
Value$0 (-$39.7M)
Filed 2026-11-09
Integrity Advisory Solutions, LLC
CLOSED
Shares0 from 940,148
Change-940,148 (-100%)
Value$0 (-$36.5M)
Filed 2026-10-29
Harbour Investments, Inc.
CLOSED
Shares0 from 930,059
Change-930,059 (-100%)
Value$0 (-$36.1M)
Filed 2026-11-09
Elser Financial Planning, Inc
CLOSED
Shares0 from 923,575
Change-923,575 (-100%)
Value$0 (-$35.8M)
Filed 2026-10-16
Seaside Wealth Management, Inc.
CLOSED
Shares0 from 922,462
Change-922,462 (-100%)
Value$0 (-$35.8M)
Filed 2026-11-09
Stordahl Capital Management, Inc.
CLOSED
Shares0 from 913,553
Change-913,553 (-100%)
Value$0 (-$35.4M)
Filed 2026-10-22
United Wealth Management, LLC
CLOSED
Shares0 from 904,345
Change-904,345 (-100%)
Value$0 (-$35.1M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 826,860
Change-826,860 (-100%)
Value$0 (-$32.1M)
Filed 2026-10-13
HighTower Advisors, LLC
CLOSED
Shares0 from 805,623
Change-805,623 (-100%)
Value$0 (-$31.3M)
Filed 2026-11-10
Hassell Wealth Management, LLC
CLOSED
Shares0 from 770,951
Change-770,951 (-100%)
Value$0 (-$29.4M)
Filed 2026-10-19
Park Avenue Securities LLC
CLOSED
Shares0 from 714,197
Change-714,197 (-100%)
Value$0 (-$27.7M)
Filed 2026-10-26
Integrity Alliance, Llc.
CLOSED
Shares0 from 704,492
Change-704,492 (-100%)
Value$0 (-$27.3M)
Filed 2026-10-29
Retirement Solution LLC
CLOSED
Shares0 from 651,109
Change-651,109 (-100%)
Value$0 (-$25.3M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 644,635
Change-644,635 (-100%)
Value$0 (-$25.0M)
Filed 2026-11-02
Factor Wealth Management LTD
CLOSED
Shares0 from 634,617
Change-634,617 (-100%)
Value$0 (-$24.6M)
Filed 2026-10-08
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 594,768
Change-594,768 (-100%)
Value$0 (-$23.3M)
Filed 2026-10-27
Wealth Dimensions Group, Ltd.
CLOSED
Shares0 from 587,003
Change-587,003 (-100%)
Value$0 (-$22.8M)
Filed 2026-11-02
Integris Wealth Management, LLC
CLOSED
Shares0 from 585,899
Change-585,899 (-100%)
Value$0 (-$22.7M)
Filed 2026-10-14
Wealth Advisors Northwest LLC
CLOSED
Shares0 from 565,017
Change-565,017 (-100%)
Value$0 (-$21.9M)
Filed 2026-10-29
Krilogy Financial LLC
CLOSED
Shares0 from 562,531
Change-562,531 (-100%)
Value$0 (-$21.8M)
Filed 2026-10-13
Perigon Wealth Management, LLC
CLOSED
Shares0 from 539,438
Change-539,438 (-100%)
Value$0 (-$20.9M)
Filed 2026-10-22
Alpha Financial Advisors, LLC
CLOSED
Shares0 from 516,208
Change-516,208 (-100%)
Value$0 (-$20.0M)
Filed 2026-11-09
Clarity Wealth Development LLC
CLOSED
Shares0 from 511,635
Change-511,635 (-100%)
Value$0 (-$19.8M)
Filed 2026-10-22
Equita Financial Network, Inc.
CLOSED
Shares0 from 505,882
Change-505,882 (-100%)
Value$0 (-$19.6M)
Filed 2026-10-19
Foundation Wealth Management, Llc\pa
CLOSED
Shares0 from 502,590
Change-502,590 (-100%)
Value$0 (-$19.5M)
Filed 2026-10-14
Farther Finance Advisors, LLC
CLOSED
Shares0 from 499,837
Change-499,837 (-100%)
Value$0 (-$19.4M)
Filed 2026-10-08
Apella Capital, LLC
CLOSED
Shares0 from 483,548
Change-483,548 (-100%)
Value$0 (-$18.7M)
Filed 2026-10-08
Well Done, LLC
CLOSED
Shares0 from 457,938
Change-457,938 (-100%)
Value$0 (-$17.8M)
Filed 2026-10-20
Timonier Family Office, Ltd.
CLOSED
Shares0 from 436,101
Change-436,101 (-100%)
Value$0 (-$16.9M)
Filed 2026-11-03
Scratch Capital LLC
CLOSED
Shares0 from 433,153
Change-433,153 (-100%)
Value$0 (-$16.8M)
Filed 2026-11-02
Oceanside Advisors LLC
CLOSED
Shares0 from 422,944
Change-422,944 (-100%)
Value$0 (-$16.4M)
Filed 2026-11-03
Physician Wealth Solutions Inc.
CLOSED
Shares0 from 411,042
Change-411,042 (-100%)
Value$0 (-$15.9M)
Filed 2026-10-14
Trust Co of the South
CLOSED
Shares0 from 402,318
Change-402,318 (-100%)
Value$0 (-$15.6M)
Filed 2026-10-21
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 393,241
Change-393,241 (-100%)
Value$0 (-$15.3M)
Filed 2026-11-03
Cardiff Park Advisors, LLC
CLOSED
Shares0 from 386,270
Change-386,270 (-100%)
Value$0 (-$15.0M)
Filed 2026-11-09
RFG Advisory, LLC
CLOSED
Shares0 from 373,465
Change-373,465 (-100%)
Value$0 (-$14.5M)
Filed 2026-11-03
Avant Financial Advisors LLC
CLOSED
Shares0 from 361,776
Change-361,776 (-100%)
Value$0 (-$14.0M)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 349,124
Change-349,124 (-100%)
Value$0 (-$13.5M)
Filed 2026-10-15
Woodward Financial Advisors, Inc.
CLOSED
Shares0 from 348,538
Change-348,538 (-100%)
Value$0 (-$13.5M)
Filed 2026-10-19
Kestra Advisory Services, LLC
CLOSED
Shares0 from 348,145
Change-348,145 (-100%)
Value$0 (-$13.5M)
Filed 2026-11-02
Abel Hall, LLC
CLOSED
Shares0 from 336,098
Change-336,098 (-100%)
Value$0 (-$13.0M)
Filed 2026-10-19
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 334,579
Change-334,579 (-100%)
Value$0 (-$13.0M)
Filed 2026-10-20
Plancorp, LLC
CLOSED
Shares0 from 327,279
Change-327,279 (-100%)
Value$0 (-$12.7M)
Filed 2026-11-03
Private Wealth Management Group, LLC
CLOSED
Shares0 from 321,963
Change-321,963 (-100%)
Value$0 (-$12.5M)
Filed 2026-10-19
Financial Architects, LLC
CLOSED
Shares0 from 320,155
Change-320,155 (-100%)
Value$0 (-$12.4M)
Filed 2026-10-13
BOS Asset Management, LLC
CLOSED
Shares0 from 313,868
Change-313,868 (-100%)
Value$0 (-$12.2M)
Filed 2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 312,283
Change-312,283 (-100%)
Value$0 (-$12.1M)
Filed 2026-10-23
Pinnacle Associates LTD
CLOSED
Shares0 from 312,283
Change-312,283 (-100%)
Value$0 (-$12.1M)
Filed 2026-10-20
RCS Financial Planning, LLC
CLOSED
Shares0 from 301,701
Change-301,701 (-100%)
Value$0 (-$11.7M)
Filed 2026-10-14
Ballentine Capital Advisors, Inc
CLOSED
Shares0 from 296,902
Change-296,902 (-100%)
Value$0 (-$11.5M)
Filed 2026-10-14
Tortoise Investment Management, LLC
CLOSED
Shares0 from 292,404
Change-292,404 (-100%)
Value$0 (-$11.3M)
Filed 2026-11-06
Sterling Financial Planning, Inc.
CLOSED
Shares0 from 292,001
Change-292,001 (-100%)
Value$0 (-$11.3M)
Filed 2026-10-28
SeedSafe Financial LLC
CLOSED
Shares0 from 291,331
Change-291,331 (-100%)
Value$0 (-$11.3M)
Filed 2026-11-02
Root Financial Partners, LLC
CLOSED
Shares0 from 287,747
Change-287,747 (-100%)
Value$0 (-$11.2M)
Filed 2026-10-21
Truist Financial Corp
CLOSED
Shares0 from 287,011
Change-287,011 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 283,569
Change-283,569 (-100%)
Value$0 (-$11.0M)
Filed 2026-11-02
CSP Financial Group, LLC
CLOSED
Shares0 from 282,436
Change-282,436 (-100%)
Value$0 (-$11.0M)
Filed 2026-10-26
Discipline Wealth Solutions, LLC
CLOSED
Shares0 from 271,116
Change-271,116 (-100%)
Value$0 (-$10.5M)
Filed 2026-10-14
Freedom Investment Management, Inc.
CLOSED
Shares0 from 270,084
Change-270,084 (-100%)
Value$0 (-$10.5M)
Filed 2026-11-09
Navigate Wealth Management, LLC
CLOSED
Shares0 from 257,060
Change-257,060 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-14
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 255,925
Change-255,925 (-100%)
Value$0 (-$9.9M)
Filed 2026-10-30
Vise Technologies, Inc.
CLOSED
Shares0 from 242,314
Change-242,314 (-100%)
Value$0 (-$9.4M)
Filed 2026-10-29
McLean Asset Management Corp
CLOSED
Shares0 from 241,894
Change-241,894 (-100%)
Value$0 (-$9.6M)
Filed 2026-11-06
Foundry Financial LLC
CLOSED
Shares0 from 217,958
Change-217,958 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-16
Strathmore Capital Advisors, Inc.
CLOSED
Shares0 from 210,956
Change-210,956 (-100%)
Value$0 (-$8.3M)
Filed 2026-11-09
Gradient Capital Advisors, LLC
CLOSED
Shares0 from 209,792
Change-209,792 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-21
AA Financial Advisors, LLC
CLOSED
Shares0 from 208,497
Change-208,497 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
CLOSED
Shares0 from 202,076
Change-202,076 (-100%)
Value$0 (-$7.8M)
Filed 2026-10-19
Pillar Financial Advisors, LLC
CLOSED
Shares0 from 193,526
Change-193,526 (-100%)
Value$0 (-$7.5M)
Filed 2026-10-21
Lantz Financial LLC
CLOSED
Shares0 from 191,670
Change-191,670 (-100%)
Value$0 (-$7.4M)
Filed 2026-10-15
B&D White Capital Company, LLC
CLOSED
Shares0 from 190,336
Change-190,336 (-100%)
Value$0 (-$7.4M)
Filed 2026-11-02
Hippocratic Financial Advisors, LLC
CLOSED
Shares0 from 189,323
Change-189,323 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-13
Client 1ST Advisory Group, LLC
CLOSED
Shares0 from 185,408
Change-185,408 (-100%)
Value$0 (-$7.2M)
Filed 2026-10-19
BIP Wealth, LLC
CLOSED
Shares0 from 184,039
Change-184,039 (-100%)
Value$0 (-$7.1M)
Filed 2026-10-22
XY Planning Network, Inc.
CLOSED
Shares0 from 171,402
Change-171,402 (-100%)
Value$0 (-$6.6M)
Filed 2026-10-14
Phillips Financial Management, LLC
CLOSED
Shares0 from 170,246
Change-170,246 (-100%)
Value$0 (-$6.6M)
Filed 2026-10-19
Aviance Capital Partners, LLC
CLOSED
Shares0 from 166,186
Change-166,186 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-29
Melfa Wealth Management, Inc.
CLOSED
Shares0 from 154,570
Change-154,570 (-100%)
Value$0 (-$6.0M)
Filed 2026-11-06
Cogent Strategic Wealth LLC
CLOSED
Shares0 from 154,266
Change-154,266 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-22
Richardson Capital Management LLC
CLOSED
Shares0 from 151,929
Change-151,929 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-23
Marquette Asset Management, LLC
CLOSED
Shares0 from 150,341
Change-150,341 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-09
Burk Holdings LLC
CLOSED
Shares0 from 150,184
Change-150,184 (-100%)
Value$0 (-$5.8M)
Filed 2026-11-05
Kane Co Wealth Management, Inc.
CLOSED
Shares0 from 144,475
Change-144,475 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-04
Level Financial Advisors
CLOSED
Shares0 from 143,779
Change-143,779 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-13
Quent Capital, LLC
CLOSED
Shares0 from 140,280
Change-140,280 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-09
Fermata Advisors, LLC
CLOSED
Shares0 from 135,874
Change-135,874 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-13
Forum Financial Management, LP
CLOSED
Shares0 from 134,376
Change-134,376 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-16
Integrated Capital Management, Inc.
CLOSED
Shares0 from 133,641
Change-133,641 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-09
Sachem Hill LLC
CLOSED
Shares0 from 133,098
Change-133,098 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-14
Warburton Capital Management, LLC
CLOSED
Shares0 from 127,403
Change-127,403 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-06
Financial Symmetry Inc
CLOSED
Shares0 from 126,954
Change-126,954 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-06
Three Arch Wealth Management LLC
CLOSED
Shares0 from 122,699
Change-122,699 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-20
Summit Wealth Group, LLC
CLOSED
Shares0 from 122,611
Change-122,611 (-100%)
Value$0 (-$4.8M)
Filed 2026-11-09
IFG Advisory, LLC
CLOSED
Shares0 from 118,022
Change-118,022 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-09
Gibraltar Capital Management, Inc.
CLOSED
Shares0 from 117,560
Change-117,560 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-27
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 115,935
Change-115,935 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-29
Squire Investment Management Company, LLC
CLOSED
Shares0 from 114,951
Change-114,951 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-03
Quantum Financial Advisors, LLC
CLOSED
Shares0 from 113,826
Change-113,826 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-03
Cravens & Co Advisors, LLC
CLOSED
Shares0 from 113,196
Change-113,196 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-16
Able Financial Group, LLC
CLOSED
Shares0 from 105,963
Change-105,963 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-14
Royal Harbor Partners, LLC
CLOSED
Shares0 from 98,041
Change-98,041 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-29
BetterWealth, LLC
CLOSED
Shares0 from 94,439
Change-94,439 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-15
Madrid Wealth Management, LLC
CLOSED
Shares0 from 93,864
Change-93,864 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-23
Two West Capital Advisors LLC
CLOSED
Shares0 from 92,154
Change-92,154 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-15
Wealthfront Advisers LLC
CLOSED
Shares0 from 91,106
Change-91,106 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-09
RAM Investment Partners, LLC
CLOSED
Shares0 from 90,944
Change-90,944 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-21
Bayshore Asset Management, LLC
CLOSED
Shares0 from 89,743
Change-89,743 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-03
Burton Enright Welch
CLOSED
Shares0 from 89,295
Change-89,295 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-04
Merit Financial Group, LLC
CLOSED
Shares0 from 88,971
Change-88,971 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-06
Outbound Financial Inc
CLOSED
Shares0 from 88,741
Change-88,741 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-13
Apollon Wealth Management, LLC
CLOSED
Shares0 from 87,898
Change-87,898 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 87,790
Change-87,790 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-21
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 87,084
Change-87,084 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-13
Oak Wealth Advisors LLC
CLOSED
Shares0 from 85,061
Change-85,061 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-09
Vannoy Advisory Group, Inc.
CLOSED
Shares0 from 82,101
Change-82,101 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-13
Citigroup Inc
CLOSED
Shares0 from 80,840
Change-80,840 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 78,895
Change-78,895 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-23
Northwest Wealth Management, LLC
CLOSED
Shares0 from 77,826
Change-77,826 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-30
W.H. Cornerstone Investments Inc.
CLOSED
Shares0 from 77,473
Change-77,473 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-03
Pacific Park Financial, Inc.
CLOSED
Shares0 from 74,605
Change-74,605 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-13
Legacy Financial Group, Inc.
CLOSED
Shares0 from 74,160
Change-74,160 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-21
Signaturefd, LLC
CLOSED
Shares0 from 71,666
Change-71,666 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
CLOSED
Shares0 from 69,908
Change-69,908 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
Twin Cities Retirement Group LLC
CLOSED
Shares0 from 69,833
Change-69,833 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-16
Builder Investment Group Inc
CLOSED
Shares0 from 69,712
Change-69,712 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-22
MB Generational Wealth, LLC
CLOSED
Shares0 from 68,944
Change-68,944 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-09
Emprise Bank
CLOSED
Shares0 from 68,714
Change-68,714 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-07
Evensky & Katz LLC
CLOSED
Shares0 from 67,753
Change-67,753 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-27
Brookstone Capital Management
CLOSED
Shares0 from 66,777
Change-66,777 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-22
Mustard Seed Financial, LLC
CLOSED
Shares0 from 66,428
Change-66,428 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-30
Quarry Hill Advisors, LLC
CLOSED
Shares0 from 65,956
Change-65,956 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-04
GEM Asset Management, LLC
CLOSED
Shares0 from 64,065
Change-64,065 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-13
RTD Financial Advisors, Inc.
CLOSED
Shares0 from 63,088
Change-63,088 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-09
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 62,190
Change-62,190 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-15
Approach Retirement Advisors, LLC
CLOSED
Shares0 from 60,762
Change-60,762 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-22
HMV Wealth Advisors, LLC
CLOSED
Shares0 from 60,555
Change-60,555 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-27
SC&H Financial Advisors, Inc.
CLOSED
Shares0 from 60,341
Change-60,341 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-14
Greenspring Advisors, LLC
CLOSED
Shares0 from 59,384
Change-59,384 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-05
True Wealth Design, LLC
CLOSED
Shares0 from 58,632
Change-58,632 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-13
Aire Advisors, LLC
CLOSED
Shares0 from 58,629
Change-58,629 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-22
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 58,501
Change-58,501 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-14
Grant Private Wealth Management Inc
CLOSED
Shares0 from 57,727
Change-57,727 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-19
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 56,797
Change-56,797 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-27
Triad Wealth Partners, LLC
CLOSED
Shares0 from 56,491
Change-56,491 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-26
Monograph Wealth Advisors, LLC
CLOSED
Shares0 from 54,284
Change-54,284 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-09
William Mack & Associates, Inc.
CLOSED
Shares0 from 54,027
Change-54,027 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-27
Sage Mountain Advisors LLC
CLOSED
Shares0 from 53,769
Change-53,769 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-02
Great Valley Advisor Group, Inc.
CLOSED
Shares0 from 53,183
Change-53,183 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-09
Wedmont Private Capital
CLOSED
Shares0 from 52,701
Change-52,701 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-09
Triangle Securities Wealth Management
CLOSED
Shares0 from 52,628
Change-52,628 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-14
Founders Financial Securities LLC
CLOSED
Shares0 from 52,145
Change-52,145 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-28
Global Financial Private Client, LLC
CLOSED
Shares0 from 51,756
Change-51,756 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-15
Willow Creek Wealth Management Inc.
CLOSED
Shares0 from 51,072
Change-51,072 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 49,544
Change-49,544 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-26
Aerodigm Wealth, LLC
CLOSED
Shares0 from 48,836
Change-48,836 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Revolve Wealth Partners, LLC
CLOSED
Shares0 from 48,571
Change-48,571 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-23
Quadcap Wealth Management, LLC
CLOSED
Shares0 from 47,340
Change-47,340 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-02
E6 Portfolios, LLC
CLOSED
Shares0 from 46,880
Change-46,880 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-26
Austin Asset Management Co Inc
CLOSED
Shares0 from 46,733
Change-46,733 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-29
Mission Wealth Management, LP
CLOSED
Shares0 from 46,186
Change-46,186 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-15
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 46,157
Change-46,157 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-13
Gemmer Asset Management LLC
CLOSED
Shares0 from 45,767
Change-45,767 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-16
Pacific Asset Management, LLC
CLOSED
Shares0 from 45,387
Change-45,387 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-15
Valued Wealth Advisors LLC
CLOSED
Shares0 from 45,093
Change-45,093 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-05
Sprinkle Financial Consultants LLC
CLOSED
Shares0 from 44,221
Change-44,221 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-09
Investmark Advisory Group LLC
CLOSED
Shares0 from 44,028
Change-44,028 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-27
Choreo, LLC
CLOSED
Shares0 from 43,439
Change-43,439 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-28
Clear Harbor Asset Management, LLC
CLOSED
Shares0 from 43,405
Change-43,405 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-05
Porter White Investment Advisors, Inc.
CLOSED
Shares0 from 43,058
Change-43,058 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
Wealth Management Nebraska
CLOSED
Shares0 from 41,175
Change-41,175 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-26
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 40,580
Change-40,580 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Grove Street Fiduciary, LLC
CLOSED
Shares0 from 39,725
Change-39,725 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
MGO One Seven LLC
CLOSED
Shares0 from 38,528
Change-38,528 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC
CLOSED
Shares0 from 38,181
Change-38,181 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Global Trust Wealth Management LLC
CLOSED
Shares0 from 36,977
Change-36,977 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-14
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 36,492
Change-36,492 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-23
Flagstone Financial Management
CLOSED
Shares0 from 35,430
Change-35,430 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Tandemgrowth Financial Advisors LLC
CLOSED
Shares0 from 34,263
Change-34,263 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
HBE Wealth Management, LLC
CLOSED
Shares0 from 33,788
Change-33,788 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-06
Shearwater Capital LLC
CLOSED
Shares0 from 33,503
Change-33,503 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Alpha Advisors, LLC
CLOSED
Shares0 from 33,201
Change-33,201 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
Bdfs Capital LLC
CLOSED
Shares0 from 32,752
Change-32,752 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-14
Fiduciary Alliance LLC
CLOSED
Shares0 from 32,649
Change-32,649 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 32,058
Change-32,058 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Freedom Day Solutions, LLC
CLOSED
Shares0 from 31,985
Change-31,985 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-20
DBK Financial Counsel, LLC
CLOSED
Shares0 from 31,913
Change-31,913 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-13
Riverchase Wealth Management, LLC
CLOSED
Shares0 from 31,294
Change-31,294 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-28
Petersen Hastings Wealth Advisors Inc.
CLOSED
Shares0 from 31,135
Change-31,135 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
Venture Visionary Partners LLC
CLOSED
Shares0 from 30,772
Change-30,772 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-07
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 30,554
Change-30,554 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-20
Wealth Preservation Advisors, LLC
CLOSED
Shares0 from 30,015
Change-30,015 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Ariadne Wealth Management, LP
CLOSED
Shares0 from 29,749
Change-29,749 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-06
McClarren Financial Advisors, Inc.
CLOSED
Shares0 from 28,932
Change-28,932 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Earned Wealth Advisors, LLC
CLOSED
Shares0 from 28,634
Change-28,634 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
CPA Asset Management Group, LLC
CLOSED
Shares0 from 28,448
Change-28,448 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
Lodestone Wealth Management LLC
CLOSED
Shares0 from 27,409
Change-27,409 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Foster Group, Inc.
CLOSED
Shares0 from 27,026
Change-27,026 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-13
Friday Financial
CLOSED
Shares0 from 26,941
Change-26,941 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-09
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 26,511
Change-26,511 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-20
Compound Planning, Inc.
CLOSED
Shares0 from 26,099
Change-26,099 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-09
Nuveen, LLC
CLOSED
Shares0 from 25,493
Change-25,493 (-100%)
Value$0 (-$988.9K)
Filed 2026-11-10
Mattern Wealth Management LLC
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$969.8K)
Filed 2026-11-04
Diversified Trust Co
CLOSED
Shares0 from 24,796
Change-24,796 (-100%)
Value$0 (-$961.8K)
Filed 2026-11-06
Baker Ellis Asset Management LLC
CLOSED
Shares0 from 24,500
Change-24,500 (-100%)
Value$0 (-$950.4K)
Filed 2026-10-14
Higgins & Schmidt Wealth Strategies LLC
CLOSED
Shares0 from 24,261
Change-24,261 (-100%)
Value$0 (-$941.1K)
Filed 2026-10-26
Mullaney, Keating & Wright, Inc.
CLOSED
Shares0 from 24,151
Change-24,151 (-100%)
Value$0 (-$936.8K)
Filed 2026-10-19
Clark Asset Management, LLC
CLOSED
Shares0 from 23,967
Change-23,967 (-100%)
Value$0 (-$929.7K)
Filed 2026-10-19
Redw Wealth LLC
CLOSED
Shares0 from 23,199
Change-23,199 (-100%)
Value$0 (-$899.9K)
Filed 2026-11-02
Vista Capital Partners, Inc.
CLOSED
Shares0 from 23,033
Change-23,033 (-100%)
Value$0 (-$893.5K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 23,012
Change-23,012 (-100%)
Value$0 (-$892.6K)
Filed 2026-10-14
Compass Ion Advisors, LLC
CLOSED
Shares0 from 22,252
Change-22,252 (-100%)
Value$0 (-$863.2K)
Filed 2026-10-23
Private Advisory Group LLC
CLOSED
Shares0 from 22,129
Change-22,129 (-100%)
Value$0 (-$858.4K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
CLOSED
Shares0 from 21,533
Change-21,533 (-100%)
Value$0 (-$835.3K)
Filed 2026-10-16
Nwam LLC
CLOSED
Shares0 from 20,986
Change-20,986 (-100%)
Value$0 (-$814.0K)
Filed 2026-11-09
Lauterbach Financial Advisors, LLC
CLOSED
Shares0 from 20,643
Change-20,643 (-100%)
Value$0 (-$800.7K)
Filed 2026-10-21
Andrews, Lucia Wealth Management LLC
CLOSED
Shares0 from 20,427
Change-20,427 (-100%)
Value$0 (-$792.4K)
Filed 2026-11-02
Avondale Wealth Management
CLOSED
Shares0 from 20,363
Change-20,363 (-100%)
Value$0 (-$789.9K)
Filed 2026-10-15
Cogent Private Wealth, Inc.
CLOSED
Shares0 from 20,191
Change-20,191 (-100%)
Value$0 (-$783.2K)
Filed 2026-11-06
CLG LLC
CLOSED
Shares0 from 20,055
Change-20,055 (-100%)
Value$0 (-$777.9K)
Filed 2026-10-13
Golden Bell Financial Planning LLC
CLOSED
Shares0 from 20,026
Change-20,026 (-100%)
Value$0 (-$776.8K)
Filed 2026-11-02
Peirce Capital Management, LLC
CLOSED
Shares0 from 19,933
Change-19,933 (-100%)
Value$0 (-$773.2K)
Filed 2026-10-19
Powerhouse Assets LLC
CLOSED
Shares0 from 19,909
Change-19,909 (-100%)
Value$0 (-$772.3K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 19,870
Change-19,870 (-100%)
Value$0 (-$770.8K)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
CLOSED
Shares0 from 19,732
Change-19,732 (-100%)
Value$0 (-$765.4K)
Filed 2026-10-09
Bank of New York Mellon Corp
CLOSED
Shares0 from 19,661
Change-19,661 (-100%)
Value$0 (-$762.6K)
Filed 2026-11-05
Spire Wealth Management
CLOSED
Shares0 from 19,106
Change-19,106 (-100%)
Value$0 (-$741.1K)
Filed 2026-10-30
Sensenig Capital Advisors, Inc
CLOSED
Shares0 from 18,409
Change-18,409 (-100%)
Value$0 (-$714.1K)
Filed 2026-10-23
DeLarme Wealth Management, Inc.
CLOSED
Shares0 from 18,240
Change-18,240 (-100%)
Value$0 (-$707.5K)
Filed 2026-10-30
Joel Isaacson & Co., LLC
CLOSED
Shares0 from 18,070
Change-18,070 (-100%)
Value$0 (-$700.9K)
Filed 2026-11-05
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 17,819
Change-17,819 (-100%)
Value$0 (-$691.2K)
Filed 2026-10-16
Prudent Man Investment Management, Inc.
CLOSED
Shares0 from 17,539
Change-17,539 (-100%)
Value$0 (-$576.9K)
Filed 2026-11-03
Astra Wealth Partners LLC
CLOSED
Shares0 from 17,420
Change-17,420 (-100%)
Value$0 (-$675.7K)
Filed 2026-11-06
Donalies Financial Planning, LLC
CLOSED
Shares0 from 17,406
Change-17,406 (-100%)
Value$0 (-$675.2K)
Filed 2026-10-19
Aurelius Family Office LLC
CLOSED
Shares0 from 17,370
Change-17,370 (-100%)
Value$0 (-$673.8K)
Filed 2026-10-23
Wright Wealth LLC
CLOSED
Shares0 from 16,630
Change-16,630 (-100%)
Value$0 (-$645.1K)
Filed 2026-10-29
Verisail Partners, LLC
CLOSED
Shares0 from 16,451
Change-16,451 (-100%)
Value$0 (-$638.1K)
Filed 2026-10-19
JDH Wealth Management, LLC
CLOSED
Shares0 from 16,228
Change-16,228 (-100%)
Value$0 (-$629.5K)
Filed 2026-10-20
Claris Advisors, LLC / MO /
CLOSED
Shares0 from 15,930
Change-15,930 (-100%)
Value$0 (-$617.9K)
Filed 2026-11-10
LJI Wealth Management, LLC
CLOSED
Shares0 from 15,584
Change-15,584 (-100%)
Value$0 (-$604.5K)
Filed 2026-10-28
Opus Financial Solutions LLC
CLOSED
Shares0 from 15,455
Change-15,455 (-100%)
Value$0 (-$599.5K)
Filed 2026-11-06
Silverlake Wealth Management LLC
CLOSED
Shares0 from 15,438
Change-15,438 (-100%)
Value$0 (-$598.9K)
Filed 2026-10-21
25 LLC
CLOSED
Shares0 from 15,428
Change-15,428 (-100%)
Value$0 (-$598.5K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 15,167
Change-15,167 (-100%)
Value$0 (-$588.3K)
Filed 2026-11-06
Meredith Wealth Planning
CLOSED
Shares0 from 15,002
Change-15,002 (-100%)
Value$0 (-$581.9K)
Filed 2026-10-14
HB Wealth Management, LLC
CLOSED
Shares0 from 15,001
Change-15,001 (-100%)
Value$0 (-$581.9K)
Filed 2026-10-23
AlphaCore Capital LLC
CLOSED
Shares0 from 14,951
Change-14,951 (-100%)
Value$0 (-$579.9K)
Filed 2026-11-04
Lazari Capital Management, Inc.
CLOSED
Shares0 from 14,917
Change-14,917 (-100%)
Value$0 (-$578.6K)
Filed 2026-10-20
Partners in Financial Planning
CLOSED
Shares0 from 14,413
Change-14,413 (-100%)
Value$0 (-$559.1K)
Filed 2026-11-06
Cypress Point Wealth Management, LLC
CLOSED
Shares0 from 14,153
Change-14,153 (-100%)
Value$0 (-$549.0K)
Filed 2026-11-03
Cambridge Financial Group, LLC
CLOSED
Shares0 from 13,983
Change-13,983 (-100%)
Value$0 (-$542.4K)
Filed 2026-10-06
Oakwell Private Wealth Management, LLC
CLOSED
Shares0 from 13,789
Change-13,789 (-100%)
Value$0 (-$534.9K)
Filed 2026-11-06
Essential Planning, Llc.
CLOSED
Shares0 from 13,645
Change-13,645 (-100%)
Value$0 (-$529.3K)
Filed 2026-10-21
Johnson Wealth Management, LLC
CLOSED
Shares0 from 13,540
Change-13,540 (-100%)
Value$0 (-$525.2K)
Filed 2026-11-09
Asset Dedication, LLC
CLOSED
Shares0 from 13,497
Change-13,497 (-100%)
Value$0 (-$523.5K)
Filed 2026-11-03
Clearstead Advisors, LLC
CLOSED
Shares0 from 13,290
Change-13,290 (-100%)
Value$0 (-$515.5K)
Filed 2026-11-06
Selective Wealth Management, Inc.
CLOSED
Shares0 from 12,834
Change-12,834 (-100%)
Value$0 (-$507.2K)
Filed 2026-10-16
Waterway Wealth Management, LLC
CLOSED
Shares0 from 12,574
Change-12,574 (-100%)
Value$0 (-$487.7K)
Filed 2026-10-28
Yardley Wealth Management LLC
CLOSED
Shares0 from 12,569
Change-12,569 (-100%)
Value$0 (-$487.6K)
Filed 2026-10-23
Werba Rubin Papier Wealth Management
CLOSED
Shares0 from 12,513
Change-12,513 (-100%)
Value$0 (-$485.4K)
Filed 2026-11-06
Infinity Wealth Counsel, LLC
CLOSED
Shares0 from 12,360
Change-12,360 (-100%)
Value$0 (-$479.4K)
Filed 2026-10-15
Lutz Financial Services LLC
CLOSED
Shares0 from 12,351
Change-12,351 (-100%)
Value$0 (-$479.1K)
Filed 2026-11-06
Argyle Capital Partners, LLC
CLOSED
Shares0 from 11,858
Change-11,858 (-100%)
Value$0 (-$460.0K)
Filed 2026-10-23
Austin Wealth Management, LLC
CLOSED
Shares0 from 11,326
Change-11,326 (-100%)
Value$0 (-$447.6K)
Filed 2026-11-06
Family CFO Inc
CLOSED
Shares0 from 11,214
Change-11,214 (-100%)
Value$0 (-$435.0K)
Filed 2026-10-30
Elevate Wealth Advisory, Inc
CLOSED
Shares0 from 11,108
Change-11,108 (-100%)
Value$0 (-$430.9K)
Filed 2026-10-29
Voisard Asset Management Group, Inc.
CLOSED
Shares0 from 11,103
Change-11,103 (-100%)
Value$0 (-$430.7K)
Filed 2026-10-13
Concord Wealth Partners
CLOSED
Shares0 from 10,975
Change-10,975 (-100%)
Value$0 (-$425.7K)
Filed 2026-11-02
Belpointe Asset Management LLC
CLOSED
Shares0 from 10,853
Change-10,853 (-100%)
Value$0 (-$421.0K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
CLOSED
Shares0 from 10,853
Change-10,853 (-100%)
Value$0 (-$421.0K)
Filed 2026-11-09
Liberty Capital Management, Inc.
CLOSED
Shares0 from 10,647
Change-10,647 (-100%)
Value$0 (-$413.0K)
Filed 2026-11-02
tru Independence LLC
CLOSED
Shares0 from 10,514
Change-10,514 (-100%)
Value$0 (-$407.8K)
Filed 2026-10-20
L.K. Benson & Company, P.C.
CLOSED
Shares0 from 10,438
Change-10,438 (-100%)
Value$0 (-$404.9K)
Filed 2026-10-23
Clarity Capital Advisors, LLC
CLOSED
Shares0 from 9,762
Change-9,762 (-100%)
Value$0 (-$378.7K)
Filed 2026-10-27
Sensible Money, LLC
CLOSED
Shares0 from 9,718
Change-9,718 (-100%)
Value$0 (-$377.0K)
Filed 2026-10-20
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 9,532
Change-9,532 (-100%)
Value$0 (-$369.8K)
Filed 2026-11-02
Kondo Wealth Advisors, Inc.
CLOSED
Shares0 from 9,531
Change-9,531 (-100%)
Value$0 (-$369.7K)
Filed 2026-10-19
Optima Capital LLC
CLOSED
Shares0 from 9,426
Change-9,426 (-100%)
Value$0 (-$365.7K)
Filed 2026-10-29
Simplicity Wealth,LLC
CLOSED
Shares0 from 9,404
Change-9,404 (-100%)
Value$0 (-$364.8K)
Filed 2026-10-23
Everest Financial Group LLC
CLOSED
Shares0 from 9,225
Change-9,225 (-100%)
Value$0 (-$357.8K)
Filed 2026-11-06
Studio Investment Management LLC
CLOSED
Shares0 from 9,214
Change-9,214 (-100%)
Value$0 (-$357.4K)
Filed 2026-10-22
Tillman Hartley LLC
CLOSED
Shares0 from 9,207
Change-9,207 (-100%)
Value$0 (-$357.1K)
Filed 2026-11-06
Narus Financial Partners, LLC
CLOSED
Shares0 from 9,169
Change-9,169 (-100%)
Value$0 (-$355.7K)
Filed 2026-10-19
Financial Harvest, LLC
CLOSED
Shares0 from 9,049
Change-9,049 (-100%)
Value$0 (-$351.0K)
Filed 2026-10-15
Triumph Capital Management
CLOSED
Shares0 from 8,691
Change-8,691 (-100%)
Value$0 (-$337.1K)
Filed 2026-10-14
Fortitude Family Office, LLC
CLOSED
Shares0 from 8,658
Change-8,658 (-100%)
Value$0 (-$335.8K)
Filed 2026-10-14
Belleair Asset Management, LLC
CLOSED
Shares0 from 8,579
Change-8,579 (-100%)
Value$0 (-$332.8K)
Filed 2026-11-03
Abacus Planning Group, Inc.
CLOSED
Shares0 from 8,484
Change-8,484 (-100%)
Value$0 (-$329.1K)
Filed 2026-11-02
First Financial Group Corp
CLOSED
Shares0 from 8,322
Change-8,322 (-100%)
Value$0 (-$322.8K)
Filed 2026-10-22
Acropolis Investment Management, LLC
CLOSED
Shares0 from 8,153
Change-8,153 (-100%)
Value$0 (-$316.3K)
Filed 2026-10-08
Cannon Financial Strategists, Inc.
CLOSED
Shares0 from 8,128
Change-8,128 (-100%)
Value$0 (-$315.3K)
Filed 2026-10-19
Triune Financial Partners, LLC
CLOSED
Shares0 from 8,045
Change-8,045 (-100%)
Value$0 (-$312.1K)
Filed 2026-11-03
55 North Private Wealth, LLC
CLOSED
Shares0 from 8,023
Change-8,023 (-100%)
Value$0 (-$311.2K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 7,953
Change-7,953 (-100%)
Value$0 (-$278.7K)
Filed 2026-10-13
Live Oak Private Wealth LLC
CLOSED
Shares0 from 7,823
Change-7,823 (-100%)
Value$0 (-$303.5K)
Filed 2026-11-02
Oath Planning, LLC
CLOSED
Shares0 from 7,679
Change-7,679 (-100%)
Value$0 (-$297.9K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 7,550
Change-7,550 (-100%)
Value$0 (-$292.8K)
Filed 2026-11-06
Hurley Capital, LLC
CLOSED
Shares0 from 7,538
Change-7,538 (-100%)
Value$0 (-$292.4K)
Filed 2026-11-05
Bessemer Group Inc
CLOSED
Shares0 from 7,420
Change-7,420 (-100%)
Value$0 (-$288.0K)
Filed 2026-11-09
Kaufman Rossin Wealth, LLC
CLOSED
Shares0 from 7,175
Change-7,175 (-100%)
Value$0 (-$276.5K)
Filed 2026-10-19
Aspire Private Capital, LLC
CLOSED
Shares0 from 7,100
Change-7,100 (-100%)
Value$0 (-$275.4K)
Filed 2026-11-05
Sutton Place Investors LLC
CLOSED
Shares0 from 6,870
Change-6,870 (-100%)
Value$0 (-$266.5K)
Filed 2026-10-20
Mills Wealth Advisors LLC
CLOSED
Shares0 from 6,845
Change-6,845 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-22
Davenport & Co LLC
CLOSED
Shares0 from 6,738
Change-6,738 (-100%)
Value$0 (-$261.4K)
Filed 2026-10-14
Tilia Fiduciary Partners, Inc.
CLOSED
Shares0 from 6,476
Change-6,476 (-100%)
Value$0 (-$251.2K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 6,382
Change-6,382 (-100%)
Value$0 (-$247.6K)
Filed 2026-11-05
Heritage Wealth Management, Inc. s
CLOSED
Shares0 from 6,095
Change-6,095 (-100%)
Value$0 (-$236.4K)
Filed 2026-11-06
Northwest Wealth Advisors, LLC
CLOSED
Shares0 from 6,087
Change-6,087 (-100%)
Value$0 (-$236.1K)
Filed 2026-11-02
Bernicke Wealth Management, Ltd.
CLOSED
Shares0 from 6,076
Change-6,076 (-100%)
Value$0 (-$235.7K)
Filed 2026-11-06
Allen Wealth Management, LLC
CLOSED
Shares0 from 6,018
Change-6,018 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-29
Summit Investment Advisors, Inc.\KS
CLOSED
Shares0 from 6,016
Change-6,016 (-100%)
Value$0 (-$233.4K)
Filed 2026-11-05
Forteris Wealth Management Inc.
CLOSED
Shares0 from 5,990
Change-5,990 (-100%)
Value$0 (-$232.4K)
Filed 2026-10-13
Beacon Financial Advisory LLC
CLOSED
Shares0 from 5,959
Change-5,959 (-100%)
Value$0 (-$231.2K)
Filed 2026-10-16
Aquire Wealth Advisors, LLC
CLOSED
Shares0 from 5,810
Change-5,810 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-23
UMB Bank, n.a.
CLOSED
Shares0 from 5,771
Change-5,771 (-100%)
Value$0 (-$223.9K)
Filed 2026-11-06
Accel Wealth Management
CLOSED
Shares0 from 5,572
Change-5,572 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-13
MBE Wealth Management, LLC
CLOSED
Shares0 from 5,493
Change-5,493 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-26
Mason & Associates, LLC
CLOSED
Shares0 from 5,465
Change-5,465 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-26
Prosperity Advisers, LLC
CLOSED
Shares0 from 5,433
Change-5,433 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 5,397
Change-5,397 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-09
RHL Group, LLC
CLOSED
Shares0 from 5,305
Change-5,305 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-04
Diversify Wealth Management, LLC
CLOSED
Shares0 from 5,236
Change-5,236 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
CLOSED
Shares0 from 5,236
Change-5,236 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-20
DecisionPoint Financial, LLC
CLOSED
Shares0 from 4,054
Change-4,054 (-100%)
Value$0 (-$157.1K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 3,291
Change-3,291 (-100%)
Value$0 (-$127.7K)
Filed 2026-10-16
Cullen T Bankers, Inc.
CLOSED
Shares0 from 3,200
Change-3,200 (-100%)
Value$0 (-$124.1K)
Filed 2026-10-28
Rachor Investment Advisory Services, LLC
CLOSED
Shares0 from 3,098
Change-3,098 (-100%)
Value$0 (-$120.2K)
Filed 2026-10-29
Angeles Wealth Management, LLC
CLOSED
Shares0 from 2,910
Change-2,910 (-100%)
Value$0 (-$112.9K)
Filed 2026-10-26
Arlington Trust Co LLC
CLOSED
Shares0 from 2,813
Change-2,813 (-100%)
Value$0 (-$109.1K)
Filed 2026-10-20
Coston, McIsaac & Partners
CLOSED
Shares0 from 2,707
Change-2,707 (-100%)
Value$0 (-$95.0K)
Filed 2026-11-06
American Capital Advisory, LLC
CLOSED
Shares0 from 2,370
Change-2,370 (-100%)
Value$0 (-$91.9K)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 2,342
Change-2,342 (-100%)
Value$0 (-$90.8K)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 1,962
Change-1,962 (-100%)
Value$0 (-$76.1K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 1,946
Change-1,946 (-100%)
Value$0 (-$75.5K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 1,943
Change-1,943 (-100%)
Value$0 (-$75.4K)
Filed 2026-11-03
Global Trust Asset Management, LLC
CLOSED
Shares0 from 1,940
Change-1,940 (-100%)
Value$0 (-$75.3K)
Filed 2026-10-19
Oakworth Capital, Inc.
CLOSED
Shares0 from 1,759
Change-1,759 (-100%)
Value$0 (-$68.2K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 1,756
Change-1,756 (-100%)
Value$0 (-$68.1K)
Filed 2026-10-22
Central Trust Co
CLOSED
Shares0 from 1,547
Change-1,547 (-100%)
Value$0 (-$60.0K)
Filed 2026-11-05
Redwood Park Advisors LLC
CLOSED
Shares0 from 1,428
Change-1,428 (-100%)
Value$0 (-$55.4K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 1,345
Change-1,345 (-100%)
Value$0 (-$52.0K)
Filed 2026-11-04
Parkside Financial Bank & Trust
CLOSED
Shares0 from 1,173
Change-1,173 (-100%)
Value$0 (-$45.5K)
Filed 2026-10-27
Barrett & Company, Inc.
CLOSED
Shares0 from 1,046
Change-1,046 (-100%)
Value$0 (-$40.6K)
Filed 2026-10-22
US Bancorp \de\
CLOSED
Shares0 from 1,021
Change-1,021 (-100%)
Value$0 (-$39.6K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$38.8K)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 997
Change-997 (-100%)
Value$0 (-$38.7K)
Filed 2026-11-05
Bullock Wealth Management Group
CLOSED
Shares0 from 943
Change-943 (-100%)
Value$0 (-$36.6K)
Filed 2026-10-09
Blueline Advisors LLC
CLOSED
Shares0 from 904
Change-904 (-100%)
Value$0 (-$35.1K)
Filed 2026-10-15
CX Institutional
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$35)
Filed 2026-10-02
Creative Financial Designs Inc
CLOSED
Shares0 from 858
Change-858 (-100%)
Value$0 (-$33.3K)
Filed 2026-11-04
BankChampaign, National Association
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$31.0K)
Filed 2026-10-19
SJS Investment Consulting Inc.
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$29.1K)
Filed 2026-10-26
Horizon Financial Services, LLC
CLOSED
Shares0 from 744
Change-744 (-100%)
Value$0 (-$28.9K)
Filed 2026-11-04
Kingdom Financial Group Llc.
CLOSED
Shares0 from 687
Change-687 (-100%)
Value$0 (-$26.6K)
Filed 2026-11-04
Parallel Advisors, LLC
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$26.4K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 541
Change-541 (-100%)
Value$0 (-$21.0K)
Filed 2026-10-26
Dorato Capital Management
CLOSED
Shares0 from 342
Change-342 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-08
Simplex Trading, LLC
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-04
Gables Capital Management Inc.
CLOSED
Shares0 from 288
Change-288 (-100%)
Value$0 (-$11.2K)
Filed 2026-11-04
Fifth Third Bancorp
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$8.1K)
Filed 2026-11-03
Versant Capital Management, Inc
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-02
Strive Financial Group,LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-03
Blue Trust, Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$740)
Filed 2026-10-15
Maryland Capital Advisors Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$78)
Filed 2026-10-15
JMG Financial Group, Ltd.
N/A
Shares— from 6,311,245
Change-6,311,245 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,701,833
Change-4,701,833 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,700,364
Change-4,700,364 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,469,361
Change-4,469,361 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,666,992
Change-2,666,992 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,378,365
Change-2,378,365 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,225,817
Change-2,225,817 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,970,745
Change-1,970,745 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,704,969
Change-1,704,969 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,486,102
Change-1,486,102 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,332,487
Change-1,332,487 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,193,913
Change-1,193,913 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,030,836
Change-1,030,836 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 968,729
Change-968,729 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 905,466
Change-905,466 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 873,274
Change-873,274 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 848,190
Change-848,190 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 839,017
Change-839,017 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 750,732
Change-750,732 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 719,089
Change-719,089 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 714,818
Change-714,818 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 665,532
Change-665,532 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 584,076
Change-584,076 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 512,087
Change-512,087 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 486,019
Change-486,019 (-100%)
Value—
Betterment LLC
N/A
Shares— from 465,072
Change-465,072 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 462,453
Change-462,453 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 461,103
Change-461,103 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 446,524
Change-446,524 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 442,556
Change-442,556 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 438,349
Change-438,349 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 413,454
Change-413,454 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 412,020
Change-412,020 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 388,109
Change-388,109 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 368,604
Change-368,604 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 341,522
Change-341,522 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 321,443
Change-321,443 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 299,230
Change-299,230 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 295,557
Change-295,557 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 288,532
Change-288,532 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 275,885
Change-275,885 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 265,203
Change-265,203 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 253,868
Change-253,868 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 238,078
Change-238,078 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 235,090
Change-235,090 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 215,539
Change-215,539 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 215,024
Change-215,024 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 214,544
Change-214,544 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 205,689
Change-205,689 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 204,299
Change-204,299 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 200,854
Change-200,854 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 183,655
Change-183,655 (-100%)
Value—
&partners
N/A
Shares— from 166,367
Change-166,367 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 160,505
Change-160,505 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 155,852
Change-155,852 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 152,178
Change-152,178 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 132,469
Change-132,469 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 120,824
Change-120,824 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 118,843
Change-118,843 (-100%)
Value—
UBS Group AG
N/A
Shares— from 115,796
Change-115,796 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 113,550
Change-113,550 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 111,726
Change-111,726 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 104,840
Change-104,840 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 103,342
Change-103,342 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 103,236
Change-103,236 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 100,929
Change-100,929 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 99,124
Change-99,124 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 98,207
Change-98,207 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 97,828
Change-97,828 (-100%)
Value—
Commerce Bank
N/A
Shares— from 96,910
Change-96,910 (-100%)
Value—
CSS LLC
N/A
Shares— from 93,160
Change-93,160 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 88,506
Change-88,506 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 87,160
Change-87,160 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 85,061
Change-85,061 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 84,189
Change-84,189 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 83,658
Change-83,658 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 82,059
Change-82,059 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 81,952
Change-81,952 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 81,924
Change-81,924 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 78,471
Change-78,471 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 77,202
Change-77,202 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 76,293
Change-76,293 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 72,735
Change-72,735 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 70,559
Change-70,559 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 69,885
Change-69,885 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 68,602
Change-68,602 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 68,127
Change-68,127 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 67,407
Change-67,407 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 63,597
Change-63,597 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 57,215
Change-57,215 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 55,090
Change-55,090 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 52,988
Change-52,988 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 52,369
Change-52,369 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 50,953
Change-50,953 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 49,873
Change-49,873 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 49,391
Change-49,391 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 47,875
Change-47,875 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 45,698
Change-45,698 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 45,656
Change-45,656 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 43,827
Change-43,827 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 43,726
Change-43,726 (-100%)
Value—
Boston Partners
N/A
Shares— from 41,975
Change-41,975 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 41,611
Change-41,611 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 41,222
Change-41,222 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 39,745
Change-39,745 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 38,824
Change-38,824 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 36,705
Change-36,705 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 35,573
Change-35,573 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 34,901
Change-34,901 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 33,440
Change-33,440 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 32,547
Change-32,547 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 32,135
Change-32,135 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 30,712
Change-30,712 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 29,441
Change-29,441 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 28,878
Change-28,878 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 28,857
Change-28,857 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 27,868
Change-27,868 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 27,483
Change-27,483 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 25,561
Change-25,561 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 25,452
Change-25,452 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 24,793
Change-24,793 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 24,604
Change-24,604 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 23,526
Change-23,526 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,864
Change-22,864 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 22,255
Change-22,255 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 21,242
Change-21,242 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 20,730
Change-20,730 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 20,447
Change-20,447 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 20,201
Change-20,201 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 19,858
Change-19,858 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 18,554
Change-18,554 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,307
Change-18,307 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 18,264
Change-18,264 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 17,813
Change-17,813 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,595
Change-17,595 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,311
Change-17,311 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 16,373
Change-16,373 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,331
Change-16,331 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 16,251
Change-16,251 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,586
Change-15,586 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 15,482
Change-15,482 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,973
Change-14,973 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 14,506
Change-14,506 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 14,196
Change-14,196 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 13,641
Change-13,641 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 13,572
Change-13,572 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 11,081
Change-11,081 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 11,031
Change-11,031 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,014
Change-11,014 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 9,554
Change-9,554 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 9,351
Change-9,351 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 9,332
Change-9,332 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,111
Change-8,111 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 7,319
Change-7,319 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,188
Change-6,188 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 5,925
Change-5,925 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 5,796
Change-5,796 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
FMR LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 537
Change-537 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 498
Change-498 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 396
Change-396 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 119
Change-119 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 21
Change-21 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Allworth Financial LP
INCREASED894,613425,967+468,646+110%$16.5M$34.7M+$18.2M2026-11-06
Diversified Portfolios, Inc.
INCREASED765,293734,781+30,512+4%$28.5M$28.7M+$173.4K2026-11-04
Navigoe, LLC
INCREASED384,990373,205+11,785+3%$14.5M$14.4M-$51.0K2026-11-04
Collective Family Office LLC
DECREASED203,817204,738-9210%$7.9M$7.6M-$304.8K2026-10-05
LAM Group, Inc.
DECREASED87,49095,240-7,750-8%$3.7M$3.3M-$416.1K2026-10-26
Meritas Wealth Management, LLC
INCREASED59,71359,549+164+0%$2.3M$2.2M-$72.5K2026-10-14
Oder Investment Management, LLC
INCREASED41,58041,058+522+1%$1.6M$1.6M-$34.7K2026-11-09
Baker Tilly Wealth Management, LLC
DECREASED18,09518,833-738-4%$730.5K$678.0K-$52.5K2026-10-05
IFP Advisors, Inc
UNCHANGED13,37113,37100%$518.7K$512.9K-$5.7K2026-10-16
Frankly Finances, LLC
UNCHANGED10,90110,90100%$422.9K$408.5K-$14.4K2026-10-28
Shore Point Advisors, LLC
DECREASED6,4056,446-41-1%$250.1K$240.0K-$10.0K2026-10-14
Private Trust Co NA
UNCHANGED4,2264,22600%$163.9K$162.1K-$1.8K2026-10-20
Geneos Wealth Management Inc.
DECREASED3,368492,276-488,908-99%$19.1M$126.2K-$19.0M2026-11-09
Compass Financial Management LLC
NEW34—+34——$1.3K—2026-10-30
Savant Capital, LLC
CLOSED025,008,847-25,008,847-100%$976.1M$0-$976.1M2026-11-06
Mather Group, Llc.
CLOSED06,632,230-6,632,230-100%$257.3M$0-$257.3M2026-10-14
Ritholtz Wealth Management
CLOSED04,069,099-4,069,099-100%$157.8M$0-$157.8M2026-11-05
Modera Wealth Management, LLC
CLOSED02,947,946-2,947,946-100%$114.4M$0-$114.4M2026-10-28
Index Fund Advisors, Inc.
CLOSED02,844,072-2,844,072-100%$110.3M$0-$110.3M2026-11-05
LPL Financial LLC
CLOSED02,360,503-2,360,503-100%$91.6M$0-$91.6M2026-11-06
Creative Planning
CLOSED02,187,449-2,187,449-100%$84.9M$0-$84.9M2026-11-02
Arista Wealth Management, LLC
CLOSED02,151,928-2,151,928-100%$83.5M$0-$83.5M2026-10-29
DiNuzzo Private Wealth, Inc.
CLOSED01,300,634-1,300,634-100%$50.5M$0-$50.5M2026-10-16
Evanson Financial, LLC
CLOSED01,160,147-1,160,147-100%$45.0M$0-$45.0M2026-10-23
Coldstream Capital Management Inc
CLOSED01,142,603-1,142,603-100%$44.9M$0-$44.9M2026-11-09
Leading Edge Financial Planning LLC
CLOSED01,027,285-1,027,285-100%$39.8M$0-$39.8M2026-10-23
Bank of Montreal
CLOSED01,023,556-1,023,556-100%$39.7M$0-$39.7M2026-11-09
Integrity Advisory Solutions, LLC
CLOSED0940,148-940,148-100%$36.5M$0-$36.5M2026-10-29
Harbour Investments, Inc.
CLOSED0930,059-930,059-100%$36.1M$0-$36.1M2026-11-09
Elser Financial Planning, Inc
CLOSED0923,575-923,575-100%$35.8M$0-$35.8M2026-10-16
Seaside Wealth Management, Inc.
CLOSED0922,462-922,462-100%$35.8M$0-$35.8M2026-11-09
Stordahl Capital Management, Inc.
CLOSED0913,553-913,553-100%$35.4M$0-$35.4M2026-10-22
United Wealth Management, LLC
CLOSED0904,345-904,345-100%$35.1M$0-$35.1M2026-10-30
Wealth Enhancement Advisory Services, LLC
CLOSED0826,860-826,860-100%$32.1M$0-$32.1M2026-10-13
HighTower Advisors, LLC
CLOSED0805,623-805,623-100%$31.3M$0-$31.3M2026-11-10
Hassell Wealth Management, LLC
CLOSED0770,951-770,951-100%$29.4M$0-$29.4M2026-10-19
Park Avenue Securities LLC
CLOSED0714,197-714,197-100%$27.7M$0-$27.7M2026-10-26
Integrity Alliance, Llc.
CLOSED0704,492-704,492-100%$27.3M$0-$27.3M2026-10-29
Retirement Solution LLC
CLOSED0651,109-651,109-100%$25.3M$0-$25.3M2026-10-27
Commonwealth Equity Services, LLC
CLOSED0644,635-644,635-100%$25.0M$0-$25.0M2026-11-02
Factor Wealth Management LTD
CLOSED0634,617-634,617-100%$24.6M$0-$24.6M2026-10-08
Chicago Partners Investment Group LLC
CLOSED0594,768-594,768-100%$23.3M$0-$23.3M2026-10-27
Wealth Dimensions Group, Ltd.
CLOSED0587,003-587,003-100%$22.8M$0-$22.8M2026-11-02
Integris Wealth Management, LLC
CLOSED0585,899-585,899-100%$22.7M$0-$22.7M2026-10-14
Wealth Advisors Northwest LLC
CLOSED0565,017-565,017-100%$21.9M$0-$21.9M2026-10-29
Krilogy Financial LLC
CLOSED0562,531-562,531-100%$21.8M$0-$21.8M2026-10-13
Perigon Wealth Management, LLC
CLOSED0539,438-539,438-100%$20.9M$0-$20.9M2026-10-22
Alpha Financial Advisors, LLC
CLOSED0516,208-516,208-100%$20.0M$0-$20.0M2026-11-09
Clarity Wealth Development LLC
CLOSED0511,635-511,635-100%$19.8M$0-$19.8M2026-10-22
Equita Financial Network, Inc.
CLOSED0505,882-505,882-100%$19.6M$0-$19.6M2026-10-19
Foundation Wealth Management, Llc\pa
CLOSED0502,590-502,590-100%$19.5M$0-$19.5M2026-10-14
Farther Finance Advisors, LLC
CLOSED0499,837-499,837-100%$19.4M$0-$19.4M2026-10-08
Apella Capital, LLC
CLOSED0483,548-483,548-100%$18.7M$0-$18.7M2026-10-08
Well Done, LLC
CLOSED0457,938-457,938-100%$17.8M$0-$17.8M2026-10-20
Timonier Family Office, Ltd.
CLOSED0436,101-436,101-100%$16.9M$0-$16.9M2026-11-03
Scratch Capital LLC
CLOSED0433,153-433,153-100%$16.8M$0-$16.8M2026-11-02
Oceanside Advisors LLC
CLOSED0422,944-422,944-100%$16.4M$0-$16.4M2026-11-03
Physician Wealth Solutions Inc.
CLOSED0411,042-411,042-100%$15.9M$0-$15.9M2026-10-14
Trust Co of the South
CLOSED0402,318-402,318-100%$15.6M$0-$15.6M2026-10-21
Avantax Planning Partners, Inc.
CLOSED0393,241-393,241-100%$15.3M$0-$15.3M2026-11-03
Cardiff Park Advisors, LLC
CLOSED0386,270-386,270-100%$15.0M$0-$15.0M2026-11-09
RFG Advisory, LLC
CLOSED0373,465-373,465-100%$14.5M$0-$14.5M2026-11-03
Avant Financial Advisors LLC
CLOSED0361,776-361,776-100%$14.0M$0-$14.0M2026-11-02
AdvisorNet Financial, Inc
CLOSED0349,124-349,124-100%$13.5M$0-$13.5M2026-10-15
Woodward Financial Advisors, Inc.
CLOSED0348,538-348,538-100%$13.5M$0-$13.5M2026-10-19
Kestra Advisory Services, LLC
CLOSED0348,145-348,145-100%$13.5M$0-$13.5M2026-11-02
Abel Hall, LLC
CLOSED0336,098-336,098-100%$13.0M$0-$13.0M2026-10-19
Vestia Personal Wealth Advisors
CLOSED0334,579-334,579-100%$13.0M$0-$13.0M2026-10-20
Plancorp, LLC
CLOSED0327,279-327,279-100%$12.7M$0-$12.7M2026-11-03
Private Wealth Management Group, LLC
CLOSED0321,963-321,963-100%$12.5M$0-$12.5M2026-10-19
Financial Architects, LLC
CLOSED0320,155-320,155-100%$12.4M$0-$12.4M2026-10-13
BOS Asset Management, LLC
CLOSED0313,868-313,868-100%$12.2M$0-$12.2M2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
CLOSED0312,283-312,283-100%$12.1M$0-$12.1M2026-10-23
Pinnacle Associates LTD
CLOSED0312,283-312,283-100%$12.1M$0-$12.1M2026-10-20
RCS Financial Planning, LLC
CLOSED0301,701-301,701-100%$11.7M$0-$11.7M2026-10-14
Ballentine Capital Advisors, Inc
CLOSED0296,902-296,902-100%$11.5M$0-$11.5M2026-10-14
Tortoise Investment Management, LLC
CLOSED0292,404-292,404-100%$11.3M$0-$11.3M2026-11-06
Sterling Financial Planning, Inc.
CLOSED0292,001-292,001-100%$11.3M$0-$11.3M2026-10-28
SeedSafe Financial LLC
CLOSED0291,331-291,331-100%$11.3M$0-$11.3M2026-11-02
Root Financial Partners, LLC
CLOSED0287,747-287,747-100%$11.2M$0-$11.2M2026-10-21
Truist Financial Corp
CLOSED0287,011-287,011-100%$11.1M$0-$11.1M2026-10-30
Cambridge Investment Research Advisors, Inc.
CLOSED0283,569-283,569-100%$11.0M$0-$11.0M2026-11-02
CSP Financial Group, LLC
CLOSED0282,436-282,436-100%$11.0M$0-$11.0M2026-10-26
Discipline Wealth Solutions, LLC
CLOSED0271,116-271,116-100%$10.5M$0-$10.5M2026-10-14
Freedom Investment Management, Inc.
CLOSED0270,084-270,084-100%$10.5M$0-$10.5M2026-11-09
Navigate Wealth Management, LLC
CLOSED0257,060-257,060-100%$10.2M$0-$10.2M2026-10-14
TCI Wealth Advisors, Inc.
CLOSED0255,925-255,925-100%$9.9M$0-$9.9M2026-10-30
Vise Technologies, Inc.
CLOSED0242,314-242,314-100%$9.4M$0-$9.4M2026-10-29
McLean Asset Management Corp
CLOSED0241,894-241,894-100%$9.6M$0-$9.6M2026-11-06
Foundry Financial LLC
CLOSED0217,958-217,958-100%$8.5M$0-$8.5M2026-10-16
Strathmore Capital Advisors, Inc.
CLOSED0210,956-210,956-100%$8.3M$0-$8.3M2026-11-09
Gradient Capital Advisors, LLC
CLOSED0209,792-209,792-100%$8.1M$0-$8.1M2026-10-21
AA Financial Advisors, LLC
CLOSED0208,497-208,497-100%$8.1M$0-$8.1M2026-10-19
Acorn Wealth Advisors, LLC
CLOSED0202,076-202,076-100%$7.8M$0-$7.8M2026-10-19
Pillar Financial Advisors, LLC
CLOSED0193,526-193,526-100%$7.5M$0-$7.5M2026-10-21
Lantz Financial LLC
CLOSED0191,670-191,670-100%$7.4M$0-$7.4M2026-10-15
B&D White Capital Company, LLC
CLOSED0190,336-190,336-100%$7.4M$0-$7.4M2026-11-02
Hippocratic Financial Advisors, LLC
CLOSED0189,323-189,323-100%$7.3M$0-$7.3M2026-10-13
Client 1ST Advisory Group, LLC
CLOSED0185,408-185,408-100%$7.2M$0-$7.2M2026-10-19
BIP Wealth, LLC
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XY Planning Network, Inc.
CLOSED0171,402-171,402-100%$6.6M$0-$6.6M2026-10-14
Phillips Financial Management, LLC
CLOSED0170,246-170,246-100%$6.6M$0-$6.6M2026-10-19
Aviance Capital Partners, LLC
CLOSED0166,186-166,186-100%$6.4M$0-$6.4M2026-10-29
Melfa Wealth Management, Inc.
CLOSED0154,570-154,570-100%$6.0M$0-$6.0M2026-11-06
Cogent Strategic Wealth LLC
CLOSED0154,266-154,266-100%$6.0M$0-$6.0M2026-10-22
Richardson Capital Management LLC
CLOSED0151,929-151,929-100%$5.9M$0-$5.9M2026-10-23
Marquette Asset Management, LLC
CLOSED0150,341-150,341-100%$5.8M$0-$5.8M2026-10-09
Burk Holdings LLC
CLOSED0150,184-150,184-100%$5.8M$0-$5.8M2026-11-05
Kane Co Wealth Management, Inc.
CLOSED0144,475-144,475-100%$5.6M$0-$5.6M2026-11-04
Level Financial Advisors
CLOSED0143,779-143,779-100%$5.6M$0-$5.6M2026-10-13
Quent Capital, LLC
CLOSED0140,280-140,280-100%$5.4M$0-$5.4M2026-11-09
Fermata Advisors, LLC
CLOSED0135,874-135,874-100%$5.3M$0-$5.3M2026-10-13
Forum Financial Management, LP
CLOSED0134,376-134,376-100%$5.2M$0-$5.2M2026-10-16
Integrated Capital Management, Inc.
CLOSED0133,641-133,641-100%$5.2M$0-$5.2M2026-10-09
Sachem Hill LLC
CLOSED0133,098-133,098-100%$5.2M$0-$5.2M2026-10-14
Warburton Capital Management, LLC
CLOSED0127,403-127,403-100%$4.9M$0-$4.9M2026-11-06
Financial Symmetry Inc
CLOSED0126,954-126,954-100%$4.9M$0-$4.9M2026-10-06
Three Arch Wealth Management LLC
CLOSED0122,699-122,699-100%$4.8M$0-$4.8M2026-10-20
Summit Wealth Group, LLC
CLOSED0122,611-122,611-100%$4.8M$0-$4.8M2026-11-09
IFG Advisory, LLC
CLOSED0118,022-118,022-100%$4.6M$0-$4.6M2026-11-09
Gibraltar Capital Management, Inc.
CLOSED0117,560-117,560-100%$4.6M$0-$4.6M2026-10-27
Summit Wealth Group LLC / Co
CLOSED0115,935-115,935-100%$4.5M$0-$4.5M2026-10-29
Squire Investment Management Company, LLC
CLOSED0114,951-114,951-100%$4.5M$0-$4.5M2026-11-03
Quantum Financial Advisors, LLC
CLOSED0113,826-113,826-100%$4.4M$0-$4.4M2026-11-03
Cravens & Co Advisors, LLC
CLOSED0113,196-113,196-100%$4.4M$0-$4.4M2026-10-16
Able Financial Group, LLC
CLOSED0105,963-105,963-100%$4.1M$0-$4.1M2026-10-14
Royal Harbor Partners, LLC
CLOSED098,041-98,041-100%$3.8M$0-$3.8M2026-10-29
BetterWealth, LLC
CLOSED094,439-94,439-100%$3.7M$0-$3.7M2026-10-15
Madrid Wealth Management, LLC
CLOSED093,864-93,864-100%$3.6M$0-$3.6M2026-10-23
Two West Capital Advisors LLC
CLOSED092,154-92,154-100%$3.6M$0-$3.6M2026-10-15
Wealthfront Advisers LLC
CLOSED091,106-91,106-100%$3.5M$0-$3.5M2026-11-09
RAM Investment Partners, LLC
CLOSED090,944-90,944-100%$3.5M$0-$3.5M2026-10-21
Bayshore Asset Management, LLC
CLOSED089,743-89,743-100%$3.5M$0-$3.5M2026-11-03
Burton Enright Welch
CLOSED089,295-89,295-100%$3.5M$0-$3.5M2026-11-04
Merit Financial Group, LLC
CLOSED088,971-88,971-100%$3.5M$0-$3.5M2026-11-06
Outbound Financial Inc
CLOSED088,741-88,741-100%$3.4M$0-$3.4M2026-10-13
Apollon Wealth Management, LLC
CLOSED087,898-87,898-100%$3.4M$0-$3.4M2026-10-23
Wealthcare Advisory Partners LLC
CLOSED087,790-87,790-100%$3.4M$0-$3.4M2026-10-21
Pettinga Financial Advisors LLC
CLOSED087,084-87,084-100%$3.4M$0-$3.4M2026-10-13
Oak Wealth Advisors LLC
CLOSED085,061-85,061-100%$3.3M$0-$3.3M2026-11-09
Vannoy Advisory Group, Inc.
CLOSED082,101-82,101-100%$3.2M$0-$3.2M2026-10-13
Citigroup Inc
CLOSED080,840-80,840-100%$3.1M$0-$3.1M2026-11-04
Kingswood Wealth Advisors, LLC
CLOSED078,895-78,895-100%$3.1M$0-$3.1M2026-10-23
Northwest Wealth Management, LLC
CLOSED077,826-77,826-100%$3.0M$0-$3.0M2026-10-30
W.H. Cornerstone Investments Inc.
CLOSED077,473-77,473-100%$3.0M$0-$3.0M2026-11-03
Pacific Park Financial, Inc.
CLOSED074,605-74,605-100%$2.9M$0-$2.9M2026-10-13
Legacy Financial Group, Inc.
CLOSED074,160-74,160-100%$2.9M$0-$2.9M2026-10-21
Signaturefd, LLC
CLOSED071,666-71,666-100%$2.8M$0-$2.8M2026-10-23
Brady Martz Wealth Solutions, LLC
CLOSED069,908-69,908-100%$2.7M$0-$2.7M2026-11-05
Twin Cities Retirement Group LLC
CLOSED069,833-69,833-100%$2.7M$0-$2.7M2026-10-16
Builder Investment Group Inc
CLOSED069,712-69,712-100%$2.7M$0-$2.7M2026-10-22
MB Generational Wealth, LLC
CLOSED068,944-68,944-100%$2.7M$0-$2.7M2026-11-09
Emprise Bank
CLOSED068,714-68,714-100%$2.7M$0-$2.7M2026-10-07
Evensky & Katz LLC
CLOSED067,753-67,753-100%$2.6M$0-$2.6M2026-10-27
Brookstone Capital Management
CLOSED066,777-66,777-100%$2.6M$0-$2.6M2026-10-22
Mustard Seed Financial, LLC
CLOSED066,428-66,428-100%$2.6M$0-$2.6M2026-10-30
Quarry Hill Advisors, LLC
CLOSED065,956-65,956-100%$2.6M$0-$2.6M2026-11-04
GEM Asset Management, LLC
CLOSED064,065-64,065-100%$2.5M$0-$2.5M2026-10-13
RTD Financial Advisors, Inc.
CLOSED063,088-63,088-100%$2.4M$0-$2.4M2026-10-09
Moisand Fitzgerald Tamayo, LLC
CLOSED062,190-62,190-100%$2.4M$0-$2.4M2026-10-15
Approach Retirement Advisors, LLC
CLOSED060,762-60,762-100%$2.4M$0-$2.4M2026-10-22
HMV Wealth Advisors, LLC
CLOSED060,555-60,555-100%$2.3M$0-$2.3M2026-10-27
SC&H Financial Advisors, Inc.
CLOSED060,341-60,341-100%$2.3M$0-$2.3M2026-10-14
Greenspring Advisors, LLC
CLOSED059,384-59,384-100%$2.3M$0-$2.3M2026-11-05
True Wealth Design, LLC
CLOSED058,632-58,632-100%$2.3M$0-$2.3M2026-10-13
Aire Advisors, LLC
CLOSED058,629-58,629-100%$2.3M$0-$2.3M2026-10-22
Firethorn Wealth Partners, LLC
CLOSED058,501-58,501-100%$2.3M$0-$2.3M2026-10-14
Grant Private Wealth Management Inc
CLOSED057,727-57,727-100%$2.2M$0-$2.2M2026-10-19
Rockwood Wealth Management, LLC
CLOSED056,797-56,797-100%$2.2M$0-$2.2M2026-10-27
Triad Wealth Partners, LLC
CLOSED056,491-56,491-100%$2.3M$0-$2.3M2026-10-26
Monograph Wealth Advisors, LLC
CLOSED054,284-54,284-100%$2.1M$0-$2.1M2026-11-09
William Mack & Associates, Inc.
CLOSED054,027-54,027-100%$2.1M$0-$2.1M2026-10-27
Sage Mountain Advisors LLC
CLOSED053,769-53,769-100%$2.1M$0-$2.1M2026-11-02
Great Valley Advisor Group, Inc.
CLOSED053,183-53,183-100%$2.1M$0-$2.1M2026-11-09
Wedmont Private Capital
CLOSED052,701-52,701-100%$2.0M$0-$2.0M2026-10-09
Triangle Securities Wealth Management
CLOSED052,628-52,628-100%$2.0M$0-$2.0M2026-10-14
Founders Financial Securities LLC
CLOSED052,145-52,145-100%$2.0M$0-$2.0M2026-10-28
Global Financial Private Client, LLC
CLOSED051,756-51,756-100%$2.0M$0-$2.0M2026-10-15
Willow Creek Wealth Management Inc.
CLOSED051,072-51,072-100%$2.0M$0-$2.0M2026-10-26
Glass Jacobson Investment Advisors llc
CLOSED049,544-49,544-100%$1.9M$0-$1.9M2026-10-26
Aerodigm Wealth, LLC
CLOSED048,836-48,836-100%$1.9M$0-$1.9M2026-10-16
Revolve Wealth Partners, LLC
CLOSED048,571-48,571-100%$1.9M$0-$1.9M2026-10-23
Quadcap Wealth Management, LLC
CLOSED047,340-47,340-100%$1.8M$0-$1.8M2026-11-02
E6 Portfolios, LLC
CLOSED046,880-46,880-100%$1.8M$0-$1.8M2026-10-26
Austin Asset Management Co Inc
CLOSED046,733-46,733-100%$1.8M$0-$1.8M2026-10-29
Mission Wealth Management, LP
CLOSED046,186-46,186-100%$1.8M$0-$1.8M2026-10-15
Fiduciary Financial Group, LLC
CLOSED046,157-46,157-100%$1.8M$0-$1.8M2026-10-13
Gemmer Asset Management LLC
CLOSED045,767-45,767-100%$1.8M$0-$1.8M2026-10-16
Pacific Asset Management, LLC
CLOSED045,387-45,387-100%$1.8M$0-$1.8M2026-10-15
Valued Wealth Advisors LLC
CLOSED045,093-45,093-100%$1.7M$0-$1.7M2026-11-05
Sprinkle Financial Consultants LLC
CLOSED044,221-44,221-100%$1.7M$0-$1.7M2026-10-09
Investmark Advisory Group LLC
CLOSED044,028-44,028-100%$1.7M$0-$1.7M2026-10-27
Choreo, LLC
CLOSED043,439-43,439-100%$1.7M$0-$1.7M2026-10-28
Clear Harbor Asset Management, LLC
CLOSED043,405-43,405-100%$1.7M$0-$1.7M2026-11-05
Porter White Investment Advisors, Inc.
CLOSED043,058-43,058-100%$1.7M$0-$1.7M2026-10-14
Wealth Management Nebraska
CLOSED041,175-41,175-100%$1.6M$0-$1.6M2026-10-26
Canvas Wealth Advisors, LLC
CLOSED040,580-40,580-100%$1.6M$0-$1.6M2026-11-02
Grove Street Fiduciary, LLC
CLOSED039,725-39,725-100%$1.5M$0-$1.5M2026-10-13
MGO One Seven LLC
CLOSED038,528-38,528-100%$1.5M$0-$1.5M2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC
CLOSED038,181-38,181-100%$1.5M$0-$1.5M2026-11-03
Global Trust Wealth Management LLC
CLOSED036,977-36,977-100%$1.4M$0-$1.4M2026-10-14
Morton Brown Family Wealth, LLC
CLOSED036,492-36,492-100%$1.4M$0-$1.4M2026-10-23
Flagstone Financial Management
CLOSED035,430-35,430-100%$1.4M$0-$1.4M2026-11-05
Tandemgrowth Financial Advisors LLC
CLOSED034,263-34,263-100%$1.3M$0-$1.3M2026-11-05
HBE Wealth Management, LLC
CLOSED033,788-33,788-100%$1.3M$0-$1.3M2026-11-06
Shearwater Capital LLC
CLOSED033,503-33,503-100%$1.3M$0-$1.3M2026-10-13
Alpha Advisors, LLC
CLOSED033,201-33,201-100%$1.3M$0-$1.3M2026-10-19
Bdfs Capital LLC
CLOSED032,752-32,752-100%$1.3M$0-$1.3M2026-10-14
Fiduciary Alliance LLC
CLOSED032,649-32,649-100%$1.3M$0-$1.3M2026-10-13
Concurrent Investment Advisors, LLC
CLOSED032,058-32,058-100%$1.2M$0-$1.2M2026-10-16
Freedom Day Solutions, LLC
CLOSED031,985-31,985-100%$1.2M$0-$1.2M2026-10-20
DBK Financial Counsel, LLC
CLOSED031,913-31,913-100%$1.2M$0-$1.2M2026-10-13
Riverchase Wealth Management, LLC
CLOSED031,294-31,294-100%$1.2M$0-$1.2M2026-10-28
Petersen Hastings Wealth Advisors Inc.
CLOSED031,135-31,135-100%$1.2M$0-$1.2M2026-10-27
Venture Visionary Partners LLC
CLOSED030,772-30,772-100%$1.2M$0-$1.2M2026-10-07
Wilkerson Advisory Group LLC
CLOSED030,554-30,554-100%$1.2M$0-$1.2M2026-10-20
Wealth Preservation Advisors, LLC
CLOSED030,015-30,015-100%$1.2M$0-$1.2M2026-11-05
Ariadne Wealth Management, LP
CLOSED029,749-29,749-100%$1.2M$0-$1.2M2026-11-06
McClarren Financial Advisors, Inc.
CLOSED028,932-28,932-100%$1.1M$0-$1.1M2026-10-15
Earned Wealth Advisors, LLC
CLOSED028,634-28,634-100%$1.1M$0-$1.1M2026-11-06
CPA Asset Management Group, LLC
CLOSED028,448-28,448-100%$1.1M$0-$1.1M2026-10-26
Lodestone Wealth Management LLC
CLOSED027,409-27,409-100%$1.1M$0-$1.1M2026-10-14
Foster Group, Inc.
CLOSED027,026-27,026-100%$1.0M$0-$1.0M2026-10-13
Friday Financial
CLOSED026,941-26,941-100%$1.0M$0-$1.0M2026-10-09
Tcfg Investment Advisors, LLC
CLOSED026,511-26,511-100%$1.0M$0-$1.0M2026-10-20
Compound Planning, Inc.
CLOSED026,099-26,099-100%$1.0M$0-$1.0M2026-11-09
Nuveen, LLC
CLOSED025,493-25,493-100%$988.9K$0-$988.9K2026-11-10
Mattern Wealth Management LLC
CLOSED025,000-25,000-100%$969.8K$0-$969.8K2026-11-04
Diversified Trust Co
CLOSED024,796-24,796-100%$961.8K$0-$961.8K2026-11-06
Baker Ellis Asset Management LLC
CLOSED024,500-24,500-100%$950.4K$0-$950.4K2026-10-14
Higgins & Schmidt Wealth Strategies LLC
CLOSED024,261-24,261-100%$941.1K$0-$941.1K2026-10-26
Mullaney, Keating & Wright, Inc.
CLOSED024,151-24,151-100%$936.8K$0-$936.8K2026-10-19
Clark Asset Management, LLC
CLOSED023,967-23,967-100%$929.7K$0-$929.7K2026-10-19
Redw Wealth LLC
CLOSED023,199-23,199-100%$899.9K$0-$899.9K2026-11-02
Vista Capital Partners, Inc.
CLOSED023,033-23,033-100%$893.5K$0-$893.5K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED023,012-23,012-100%$892.6K$0-$892.6K2026-10-14
Compass Ion Advisors, LLC
CLOSED022,252-22,252-100%$863.2K$0-$863.2K2026-10-23
Private Advisory Group LLC
CLOSED022,129-22,129-100%$858.4K$0-$858.4K2026-11-06
Cyndeo Wealth Partners, LLC
CLOSED021,533-21,533-100%$835.3K$0-$835.3K2026-10-16
Nwam LLC
CLOSED020,986-20,986-100%$814.0K$0-$814.0K2026-11-09
Lauterbach Financial Advisors, LLC
CLOSED020,643-20,643-100%$800.7K$0-$800.7K2026-10-21
Andrews, Lucia Wealth Management LLC
CLOSED020,427-20,427-100%$792.4K$0-$792.4K2026-11-02
Avondale Wealth Management
CLOSED020,363-20,363-100%$789.9K$0-$789.9K2026-10-15
Cogent Private Wealth, Inc.
CLOSED020,191-20,191-100%$783.2K$0-$783.2K2026-11-06
CLG LLC
CLOSED020,055-20,055-100%$777.9K$0-$777.9K2026-10-13
Golden Bell Financial Planning LLC
CLOSED020,026-20,026-100%$776.8K$0-$776.8K2026-11-02
Peirce Capital Management, LLC
CLOSED019,933-19,933-100%$773.2K$0-$773.2K2026-10-19
Powerhouse Assets LLC
CLOSED019,909-19,909-100%$772.3K$0-$772.3K2026-10-19
Physician Wealth Advisors, Inc.
CLOSED019,870-19,870-100%$770.8K$0-$770.8K2026-10-20
Graves Light Lenhart Wealth, Inc.
CLOSED019,732-19,732-100%$765.4K$0-$765.4K2026-10-09
Bank of New York Mellon Corp
CLOSED019,661-19,661-100%$762.6K$0-$762.6K2026-11-05
Spire Wealth Management
CLOSED019,106-19,106-100%$741.1K$0-$741.1K2026-10-30
Sensenig Capital Advisors, Inc
CLOSED018,409-18,409-100%$714.1K$0-$714.1K2026-10-23
DeLarme Wealth Management, Inc.
CLOSED018,240-18,240-100%$707.5K$0-$707.5K2026-10-30
Joel Isaacson & Co., LLC
CLOSED018,070-18,070-100%$700.9K$0-$700.9K2026-11-05
Hutchens & Kramer Investment Management Group, LLC
CLOSED017,819-17,819-100%$691.2K$0-$691.2K2026-10-16
Prudent Man Investment Management, Inc.
CLOSED017,539-17,539-100%$576.9K$0-$576.9K2026-11-03
Astra Wealth Partners LLC
CLOSED017,420-17,420-100%$675.7K$0-$675.7K2026-11-06
Donalies Financial Planning, LLC
CLOSED017,406-17,406-100%$675.2K$0-$675.2K2026-10-19
Aurelius Family Office LLC
CLOSED017,370-17,370-100%$673.8K$0-$673.8K2026-10-23
Wright Wealth LLC
CLOSED016,630-16,630-100%$645.1K$0-$645.1K2026-10-29
Verisail Partners, LLC
CLOSED016,451-16,451-100%$638.1K$0-$638.1K2026-10-19
JDH Wealth Management, LLC
CLOSED016,228-16,228-100%$629.5K$0-$629.5K2026-10-20
Claris Advisors, LLC / MO /
CLOSED015,930-15,930-100%$617.9K$0-$617.9K2026-11-10
LJI Wealth Management, LLC
CLOSED015,584-15,584-100%$604.5K$0-$604.5K2026-10-28
Opus Financial Solutions LLC
CLOSED015,455-15,455-100%$599.5K$0-$599.5K2026-11-06
Silverlake Wealth Management LLC
CLOSED015,438-15,438-100%$598.9K$0-$598.9K2026-10-21
25 LLC
CLOSED015,428-15,428-100%$598.5K$0-$598.5K2026-10-13
Kestra Private Wealth Services, LLC
CLOSED015,167-15,167-100%$588.3K$0-$588.3K2026-11-06
Meredith Wealth Planning
CLOSED015,002-15,002-100%$581.9K$0-$581.9K2026-10-14
HB Wealth Management, LLC
CLOSED015,001-15,001-100%$581.9K$0-$581.9K2026-10-23
AlphaCore Capital LLC
CLOSED014,951-14,951-100%$579.9K$0-$579.9K2026-11-04
Lazari Capital Management, Inc.
CLOSED014,917-14,917-100%$578.6K$0-$578.6K2026-10-20
Partners in Financial Planning
CLOSED014,413-14,413-100%$559.1K$0-$559.1K2026-11-06
Cypress Point Wealth Management, LLC
CLOSED014,153-14,153-100%$549.0K$0-$549.0K2026-11-03
Cambridge Financial Group, LLC
CLOSED013,983-13,983-100%$542.4K$0-$542.4K2026-10-06
Oakwell Private Wealth Management, LLC
CLOSED013,789-13,789-100%$534.9K$0-$534.9K2026-11-06
Essential Planning, Llc.
CLOSED013,645-13,645-100%$529.3K$0-$529.3K2026-10-21
Johnson Wealth Management, LLC
CLOSED013,540-13,540-100%$525.2K$0-$525.2K2026-11-09
Asset Dedication, LLC
CLOSED013,497-13,497-100%$523.5K$0-$523.5K2026-11-03
Clearstead Advisors, LLC
CLOSED013,290-13,290-100%$515.5K$0-$515.5K2026-11-06
Selective Wealth Management, Inc.
CLOSED012,834-12,834-100%$507.2K$0-$507.2K2026-10-16
Waterway Wealth Management, LLC
CLOSED012,574-12,574-100%$487.7K$0-$487.7K2026-10-28
Yardley Wealth Management LLC
CLOSED012,569-12,569-100%$487.6K$0-$487.6K2026-10-23
Werba Rubin Papier Wealth Management
CLOSED012,513-12,513-100%$485.4K$0-$485.4K2026-11-06
Infinity Wealth Counsel, LLC
CLOSED012,360-12,360-100%$479.4K$0-$479.4K2026-10-15
Lutz Financial Services LLC
CLOSED012,351-12,351-100%$479.1K$0-$479.1K2026-11-06
Argyle Capital Partners, LLC
CLOSED011,858-11,858-100%$460.0K$0-$460.0K2026-10-23
Austin Wealth Management, LLC
CLOSED011,326-11,326-100%$447.6K$0-$447.6K2026-11-06
Family CFO Inc
CLOSED011,214-11,214-100%$435.0K$0-$435.0K2026-10-30
Elevate Wealth Advisory, Inc
CLOSED011,108-11,108-100%$430.9K$0-$430.9K2026-10-29
Voisard Asset Management Group, Inc.
CLOSED011,103-11,103-100%$430.7K$0-$430.7K2026-10-13
Concord Wealth Partners
CLOSED010,975-10,975-100%$425.7K$0-$425.7K2026-11-02
Belpointe Asset Management LLC
CLOSED010,853-10,853-100%$421.0K$0-$421.0K2026-11-09
Fortis Capital Advisors, LLC
CLOSED010,853-10,853-100%$421.0K$0-$421.0K2026-11-09
Liberty Capital Management, Inc.
CLOSED010,647-10,647-100%$413.0K$0-$413.0K2026-11-02
tru Independence LLC
CLOSED010,514-10,514-100%$407.8K$0-$407.8K2026-10-20
L.K. Benson & Company, P.C.
CLOSED010,438-10,438-100%$404.9K$0-$404.9K2026-10-23
Clarity Capital Advisors, LLC
CLOSED09,762-9,762-100%$378.7K$0-$378.7K2026-10-27
Sensible Money, LLC
CLOSED09,718-9,718-100%$377.0K$0-$377.0K2026-10-20
Allegiance Financial Group Advisory Services LLC
CLOSED09,532-9,532-100%$369.8K$0-$369.8K2026-11-02
Kondo Wealth Advisors, Inc.
CLOSED09,531-9,531-100%$369.7K$0-$369.7K2026-10-19
Optima Capital LLC
CLOSED09,426-9,426-100%$365.7K$0-$365.7K2026-10-29
Simplicity Wealth,LLC
CLOSED09,404-9,404-100%$364.8K$0-$364.8K2026-10-23
Everest Financial Group LLC
CLOSED09,225-9,225-100%$357.8K$0-$357.8K2026-11-06
Studio Investment Management LLC
CLOSED09,214-9,214-100%$357.4K$0-$357.4K2026-10-22
Tillman Hartley LLC
CLOSED09,207-9,207-100%$357.1K$0-$357.1K2026-11-06
Narus Financial Partners, LLC
CLOSED09,169-9,169-100%$355.7K$0-$355.7K2026-10-19
Financial Harvest, LLC
CLOSED09,049-9,049-100%$351.0K$0-$351.0K2026-10-15
Triumph Capital Management
CLOSED08,691-8,691-100%$337.1K$0-$337.1K2026-10-14
Fortitude Family Office, LLC
CLOSED08,658-8,658-100%$335.8K$0-$335.8K2026-10-14
Belleair Asset Management, LLC
CLOSED08,579-8,579-100%$332.8K$0-$332.8K2026-11-03
Abacus Planning Group, Inc.
CLOSED08,484-8,484-100%$329.1K$0-$329.1K2026-11-02
First Financial Group Corp
CLOSED08,322-8,322-100%$322.8K$0-$322.8K2026-10-22
Acropolis Investment Management, LLC
CLOSED08,153-8,153-100%$316.3K$0-$316.3K2026-10-08
Cannon Financial Strategists, Inc.
CLOSED08,128-8,128-100%$315.3K$0-$315.3K2026-10-19
Triune Financial Partners, LLC
CLOSED08,045-8,045-100%$312.1K$0-$312.1K2026-11-03
55 North Private Wealth, LLC
CLOSED08,023-8,023-100%$311.2K$0-$311.2K2026-10-20
SAX Wealth Advisors, LLC
CLOSED07,953-7,953-100%$278.7K$0-$278.7K2026-10-13
Live Oak Private Wealth LLC
CLOSED07,823-7,823-100%$303.5K$0-$303.5K2026-11-02
Oath Planning, LLC
CLOSED07,679-7,679-100%$297.9K$0-$297.9K2026-10-20
PNC Financial Services Group, Inc.
CLOSED07,550-7,550-100%$292.8K$0-$292.8K2026-11-06
Hurley Capital, LLC
CLOSED07,538-7,538-100%$292.4K$0-$292.4K2026-11-05
Bessemer Group Inc
CLOSED07,420-7,420-100%$288.0K$0-$288.0K2026-11-09
Kaufman Rossin Wealth, LLC
CLOSED07,175-7,175-100%$276.5K$0-$276.5K2026-10-19
Aspire Private Capital, LLC
CLOSED07,100-7,100-100%$275.4K$0-$275.4K2026-11-05
Sutton Place Investors LLC
CLOSED06,870-6,870-100%$266.5K$0-$266.5K2026-10-20
Mills Wealth Advisors LLC
CLOSED06,845-6,845-100%$265.5K$0-$265.5K2026-10-22
Davenport & Co LLC
CLOSED06,738-6,738-100%$261.4K$0-$261.4K2026-10-14
Tilia Fiduciary Partners, Inc.
CLOSED06,476-6,476-100%$251.2K$0-$251.2K2026-10-09
Mesirow Financial Investment Management, Inc.
CLOSED06,382-6,382-100%$247.6K$0-$247.6K2026-11-05
Heritage Wealth Management, Inc. s
CLOSED06,095-6,095-100%$236.4K$0-$236.4K2026-11-06
Northwest Wealth Advisors, LLC
CLOSED06,087-6,087-100%$236.1K$0-$236.1K2026-11-02
Bernicke Wealth Management, Ltd.
CLOSED06,076-6,076-100%$235.7K$0-$235.7K2026-11-06
Allen Wealth Management, LLC
CLOSED06,018-6,018-100%$233.4K$0-$233.4K2026-10-29
Summit Investment Advisors, Inc.\KS
CLOSED06,016-6,016-100%$233.4K$0-$233.4K2026-11-05
Forteris Wealth Management Inc.
CLOSED05,990-5,990-100%$232.4K$0-$232.4K2026-10-13
Beacon Financial Advisory LLC
CLOSED05,959-5,959-100%$231.2K$0-$231.2K2026-10-16
Aquire Wealth Advisors, LLC
CLOSED05,810-5,810-100%$225.4K$0-$225.4K2026-10-23
UMB Bank, n.a.
CLOSED05,771-5,771-100%$223.9K$0-$223.9K2026-11-06
Accel Wealth Management
CLOSED05,572-5,572-100%$216.1K$0-$216.1K2026-10-13
MBE Wealth Management, LLC
CLOSED05,493-5,493-100%$213.1K$0-$213.1K2026-10-26
Mason & Associates, LLC
CLOSED05,465-5,465-100%$212.0K$0-$212.0K2026-10-26
Prosperity Advisers, LLC
CLOSED05,433-5,433-100%$210.8K$0-$210.8K2026-10-28
Gilpin Wealth Management, LLC
CLOSED05,397-5,397-100%$209.4K$0-$209.4K2026-10-09
RHL Group, LLC
CLOSED05,305-5,305-100%$206.9K$0-$206.9K2026-11-04
Diversify Wealth Management, LLC
CLOSED05,236-5,236-100%$207.3K$0-$207.3K2026-10-20
Diversify Advisory Services, LLC
CLOSED05,236-5,236-100%$207.3K$0-$207.3K2026-10-20
DecisionPoint Financial, LLC
CLOSED04,054-4,054-100%$157.1K$0-$157.1K2026-10-27
Signature Resources Capital Management, LLC
CLOSED03,291-3,291-100%$127.7K$0-$127.7K2026-10-16
Cullen T Bankers, Inc.
CLOSED03,200-3,200-100%$124.1K$0-$124.1K2026-10-28
Rachor Investment Advisory Services, LLC
CLOSED03,098-3,098-100%$120.2K$0-$120.2K2026-10-29
Angeles Wealth Management, LLC
CLOSED02,910-2,910-100%$112.9K$0-$112.9K2026-10-26
Arlington Trust Co LLC
CLOSED02,813-2,813-100%$109.1K$0-$109.1K2026-10-20
Coston, McIsaac & Partners
CLOSED02,707-2,707-100%$95.0K$0-$95.0K2026-11-06
American Capital Advisory, LLC
CLOSED02,370-2,370-100%$91.9K$0-$91.9K2026-10-28
Reyes Financial Architecture, Inc.
CLOSED02,342-2,342-100%$90.8K$0-$90.8K2026-10-22
Cherry Tree Wealth Management, LLC
CLOSED01,962-1,962-100%$76.1K$0-$76.1K2026-10-15
CoreCap Advisors, LLC
CLOSED01,946-1,946-100%$75.5K$0-$75.5K2026-10-08
Ashton Thomas Private Wealth, LLC
CLOSED01,943-1,943-100%$75.4K$0-$75.4K2026-11-03
Global Trust Asset Management, LLC
CLOSED01,940-1,940-100%$75.3K$0-$75.3K2026-10-19
Oakworth Capital, Inc.
CLOSED01,759-1,759-100%$68.2K$0-$68.2K2026-10-26
Washington Trust Advisors, Inc.
CLOSED01,756-1,756-100%$68.1K$0-$68.1K2026-10-22
Central Trust Co
CLOSED01,547-1,547-100%$60.0K$0-$60.0K2026-11-05
Redwood Park Advisors LLC
CLOSED01,428-1,428-100%$55.4K$0-$55.4K2026-11-02
Hazlett, Burt & Watson, Inc.
CLOSED01,345-1,345-100%$52.0K$0-$52.0K2026-11-04
Parkside Financial Bank & Trust
CLOSED01,173-1,173-100%$45.5K$0-$45.5K2026-10-27
Barrett & Company, Inc.
CLOSED01,046-1,046-100%$40.6K$0-$40.6K2026-10-22
US Bancorp \de\
CLOSED01,021-1,021-100%$39.6K$0-$39.6K2026-11-05
EverSource Wealth Advisors, LLC
CLOSED01,000-1,000-100%$38.8K$0-$38.8K2026-11-04
Acumen Wealth Advisors, LLC
CLOSED0997-997-100%$38.7K$0-$38.7K2026-11-05
Bullock Wealth Management Group
CLOSED0943-943-100%$36.6K$0-$36.6K2026-10-09
Blueline Advisors LLC
CLOSED0904-904-100%$35.1K$0-$35.1K2026-10-15
CX Institutional
CLOSED0900-900-100%$35$0-$352026-10-02
Creative Financial Designs Inc
CLOSED0858-858-100%$33.3K$0-$33.3K2026-11-04
BankChampaign, National Association
CLOSED0800-800-100%$31.0K$0-$31.0K2026-10-19
SJS Investment Consulting Inc.
CLOSED0750-750-100%$29.1K$0-$29.1K2026-10-26
Horizon Financial Services, LLC
CLOSED0744-744-100%$28.9K$0-$28.9K2026-11-04
Kingdom Financial Group Llc.
CLOSED0687-687-100%$26.6K$0-$26.6K2026-11-04
Parallel Advisors, LLC
CLOSED0680-680-100%$26.4K$0-$26.4K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED0541-541-100%$21.0K$0-$21.0K2026-10-26
Dorato Capital Management
CLOSED0342-342-100%$13.3K$0-$13.3K2026-10-08
Simplex Trading, LLC
CLOSED0294-294-100%$11.4K$0-$11.4K2026-11-04
Gables Capital Management Inc.
CLOSED0288-288-100%$11.2K$0-$11.2K2026-11-04
Fifth Third Bancorp
CLOSED0248-248-100%$9.6K$0-$9.6K2026-11-05
Bay Harbor Wealth Management, LLC
CLOSED0208-208-100%$8.1K$0-$8.1K2026-11-03
Versant Capital Management, Inc
CLOSED0205-205-100%$8.0K$0-$8.0K2026-10-02
Strive Financial Group,LLC
CLOSED091-91-100%$3.5K$0-$3.5K2026-11-09
JFS Wealth Advisors, LLC
CLOSED091-91-100%$3.5K$0-$3.5K2026-11-03
Blue Trust, Inc.
CLOSED019-19-100%$740$0-$7402026-10-15
Maryland Capital Advisors Inc.
CLOSED02-2-100%$78$0-$782026-10-15
JMG Financial Group, Ltd.
N/A—6,311,245-6,311,245-100%$244.8M———
Focus Partners Wealth
N/A—4,701,833-4,701,833-100%$182.4M———
Cetera Investment Advisers
N/A—4,700,364-4,700,364-100%$182.3M———
Cerity Partners LLC
N/A—4,469,361-4,469,361-100%$173.4M———
Pathstone Holdings, LLC
N/A—2,666,992-2,666,992-100%$103.5M———
Envestnet Asset Management Inc
N/A—2,378,365-2,378,365-100%$92.3M———
Focus Partners Advisor Solutions, LLC
N/A—2,225,817-2,225,817-100%$86.3M———
Raymond James Financial Inc
N/A—1,970,745-1,970,745-100%$76.4M———
Bank of America Corp
N/A—1,704,969-1,704,969-100%$66.1M———
Vestmark Advisory Solutions, Inc.
N/A—1,486,102-1,486,102-100%$57.6M———
EP Wealth Advisors, LLC
N/A—1,332,487-1,332,487-100%$51.7M———
Truepoint, Inc.
N/A—1,193,913-1,193,913-100%$46.3M———
Mosaic Family Wealth Partners, LLC
N/A—1,030,836-1,030,836-100%$40.0M———
Osaic Holdings, Inc.
N/A—968,729-968,729-100%$37.6M———
Northern Trust Corp
N/A—905,466-905,466-100%$35.1M———
Jackson Thornton Wealth Management, LLC
N/A—873,274-873,274-100%$33.9M———
Beacon Pointe Advisors, LLC
N/A—848,190-848,190-100%$32.9M———
von Borstel & Associates, Inc.
N/A—839,017-839,017-100%$32.5M———
Zhang Financial LLC
N/A—750,732-750,732-100%$29.1M———
Rather & Kittrell, Inc.
N/A—719,089-719,089-100%$27.9M———
Sequoia Financial Advisors, LLC
N/A—714,818-714,818-100%$27.7M———
OneDigital Investment Advisors LLC
N/A—665,532-665,532-100%$25.8M———
Safeguard Investment Advisory Group, LLC
N/A—584,076-584,076-100%$22.7M———
Royal Bank of Canada
N/A—512,087-512,087-100%$19.9M———
NewEdge Advisors, LLC
N/A—486,019-486,019-100%$18.9M———
Betterment LLC
N/A—465,072-465,072-100%$18.0M———
Mariner, LLC
N/A—462,453-462,453-100%$17.9M———
Tobias Financial Advisors, Inc.
N/A—461,103-461,103-100%$17.9M———
Rockefeller Capital Management L.P.
N/A—446,524-446,524-100%$17.3M———
Fiduciary Financial Advisors
N/A—442,556-442,556-100%$17.2M———
JPMorgan Chase & Co
N/A—438,349-438,349-100%$17.0M———
Parkwoods Wealth Partners, LLC
N/A—413,454-413,454-100%$16.0M———
Financial Engines Advisors L.L.C.
N/A—412,020-412,020-100%$16.0M———
Greenline Partners, LLC
N/A—388,109-388,109-100%$15.1M———
MML Investors Services, LLC
N/A—368,604-368,604-100%$14.3M———
KEB Asset Management, LLC
N/A—341,522-341,522-100%$13.2M———
Peapack Gladstone Financial Corp
N/A—321,443-321,443-100%$12.5M———
UBS Asset Management Americas LLC
N/A—299,230-299,230-100%$11.6M———
Aspen Capital Management, LLC
N/A—295,557-295,557-100%$11.5M———
Waterford Advisors, LLC
N/A—288,532-288,532-100%$11.4M———
Sentinel Wealth Management, Inc.
N/A—275,885-275,885-100%$10.7M———
Jones Financial Companies Lllp
N/A—265,203-265,203-100%$10.3M———
Orion Porfolio Solutions, LLC
N/A—253,868-253,868-100%$9.8M———
Advisory Alpha, LLC
N/A—238,078-238,078-100%$9.2M———
Ancora Advisors LLCA
N/A—235,090-235,090-100%$9.1M———
Susquehanna International Group, LLP
N/A—215,539-215,539-100%$8.4M———
EQ Wealth Advisors, LLC
N/A—215,024-215,024-100%$8.3M———
Moneta Group Investment Advisors LLC
N/A—214,544-214,544-100%$8.3M———
Pinney & Scofield, Inc.
N/A—205,689-205,689-100%$8.0M———
Vantage Point Financial LLC
N/A—204,299-204,299-100%$7.9M———
Stifel Financial Corp
N/A—200,854-200,854-100%$7.8M———
Wealthspire Advisors, LLC
N/A—183,655-183,655-100%$7.1M———
&partners
N/A—166,367-166,367-100%$6.5M———
Disciplined Investors, L.L.C.
N/A—160,505-160,505-100%$6.2M———
American Investment Services, Inc.
N/A—155,852-155,852-100%$6.0M———
V2 Financial group LLC
N/A—152,178-152,178-100%$5.9M———
Hill Investment Group Partners, LLC
N/A—132,469-132,469-100%$5.1M———
AQR Capital Management LLC
N/A—120,824-120,824-100%$4.7M———
Summit Financial, LLC
N/A—118,843-118,843-100%$4.6M———
UBS Group AG
N/A—115,796-115,796-100%$4.5M———
Bluespring Wealth Management, LLC
N/A—113,550-113,550-100%$4.4M———
Anchor Bay Capital, Inc.
N/A—111,726-111,726-100%$4.5M———
WealthCollab, LLC
N/A—104,840-104,840-100%$4.1M———
Corus Family Wealth Advisors
N/A—103,342-103,342-100%$4.0M———
Vance Wealth, LLC
N/A—103,236-103,236-100%$4.0M———
Advyzon Investment Management, LLC
N/A—100,929-100,929-100%$3.9M———
Team Hewins, LLC
N/A—99,124-99,124-100%$3.8M———
Atlantic Union Bankshares Corp
N/A—98,207-98,207-100%$3.8M———
Mercer Global Advisors Inc
N/A—97,828-97,828-100%$3.8M———
Commerce Bank
N/A—96,910-96,910-100%$3.8M———
CSS LLC
N/A—93,160-93,160-100%$3.6M———
Dakota Wealth Management
N/A—88,506-88,506-100%$3.4M———
Savvy Advisors, Inc.
N/A—87,160-87,160-100%$3.4M———
TRU Independence Asset Management 2, LLC
N/A—85,061-85,061-100%$3.3M———
Northwestern Mutual Wealth Management Co
N/A—84,189-84,189-100%$3.3M———
Sanctuary Advisors, LLC
N/A—83,658-83,658-100%$3.2M———
Mission Hills Financial Advisory, LLC
N/A—82,059-82,059-100%$3.2M———
Strategic Investment Solutions, Inc.
N/A—81,952-81,952-100%$3.2M———
Trailhead Planners LLC
N/A—81,924-81,924-100%$3.2M———
Daner Wealth Management, LLC
N/A—78,471-78,471-100%$3.2M———
Rehmann Capital Advisory Group
N/A—77,202-77,202-100%$3.0M———
Wells Fargo & Company
N/A—76,293-76,293-100%$3.0M———
Ruedi Wealth Management, Inc.
N/A—72,735-72,735-100%$2.8M———
Roberts Glore & Co Inc
N/A—70,559-70,559-100%$2.7M———
WorthPointe, LLC
N/A—69,885-69,885-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—68,602-68,602-100%$2.7M———
MAI Capital Management
N/A—68,127-68,127-100%$2.6M———
Hudson Value Partners, LLC
N/A—67,407-67,407-100%$2.6M———
Nalls Sherbakoff Group, LLC
N/A—63,597-63,597-100%$2.5M———
Brown Advisory Inc
N/A—57,215-57,215-100%$2.2M———
Dopkins Wealth Management, LLC
N/A—55,090-55,090-100%$2.1M———
SageView Advisory Group, LLC
N/A—52,988-52,988-100%$2.1M———
Horizon Investments, LLC
N/A—52,369-52,369-100%$2.0M———
ATLas Financial Planning LLC
N/A—50,953-50,953-100%$2.0M———
HFG Advisors, Inc.
N/A—49,873-49,873-100%$1.9M———
Cloud Capital Management, LLC
N/A—49,391-49,391-100%$1.9M———
Tower Research Capital LLC (TRC)
N/A—47,875-47,875-100%$1.9M———
Cary Street Partners Investment Advisory LLC
N/A—45,698-45,698-100%$1.8M———
Mutual Advisors, LLC
N/A—45,656-45,656-100%$1.8M———
D. E. Shaw & Co., Inc.
N/A—43,827-43,827-100%$1.7M———
Aegis Wealth Management LLC
N/A—43,726-43,726-100%$1.7M———
Boston Partners
N/A—41,975-41,975-100%$1.6M———
Morgan Stanley
N/A—41,611-41,611-100%$1.6M———
CreativeOne Wealth, LLC
N/A—41,222-41,222-100%$1.6M———
Xcelsior Advisor Partners LLC
N/A—39,745-39,745-100%$1.5M———
Great OAK Capital Partners, LLC
N/A—38,824-38,824-100%$1.5M———
Renaissance Technologies LLC
N/A—36,705-36,705-100%$1.4M———
Broadhurst Jeffrey B
N/A—35,573-35,573-100%$1.4M———
O'shaughnessy Asset Management, LLC
N/A—34,901-34,901-100%$1.4M———
Composition Wealth, LLC
N/A—33,440-33,440-100%$1.3M———
Curio Wealth, LLC
N/A—32,547-32,547-100%$1.3M———
Cascades Capital Asset Management, LLC
N/A—32,135-32,135-100%$1.2M———
Ponta Wealth Partners, LLC
N/A—30,712-30,712-100%$1.2M———
Smartleaf Asset Management LLC
N/A—29,441-29,441-100%$1.1M———
Financial Plan, Inc.
N/A—28,878-28,878-100%$1.1M———
Medallion Wealth Advisors, LLC
N/A—28,857-28,857-100%$1.1M———
FMB Wealth Management
N/A—27,868-27,868-100%$1.1M———
GeoWealth Management, LLC
N/A—27,483-27,483-100%$1.1M———
Pine Harbor Wealth Management, LLC
N/A—25,561-25,561-100%$991.5K———
C M Bidwell & Associates LTD
N/A—25,452-25,452-100%$987.3K———
MSA Advisors, LLC
N/A—24,793-24,793-100%$961.7K———
Quantinno Capital Management LP
N/A—24,604-24,604-100%$954.4K———
Balyasny Asset Management L.P.
N/A—24,400-24,400-100%$946.5K———
Keyvantage Wealth, LLC
N/A—23,526-23,526-100%$912.6K———
Advisory Services Network, LLC
N/A—22,864-22,864-100%$886.9K———
Compass Capital Corp
N/A—22,255-22,255-100%$897.0K———
Keating Financial Advisory Services, Inc.
N/A—21,242-21,242-100%$824.0K———
Vantus Wealth LLC
N/A—20,730-20,730-100%$804.1K———
CVA Family Office, LLC
N/A—20,447-20,447-100%$793.1K———
Disciplined Investments, LLC
N/A—20,201-20,201-100%$783.6K———
Hanover Advisors Inc
N/A—19,858-19,858-100%$770.3K———
Fort Vancouver Investment Management, LLC
N/A—18,554-18,554-100%$719.7K———
Citadel Advisors LLC
N/A—18,307-18,307-100%$710.1K———
XTX Topco Ltd
N/A—18,264-18,264-100%$708.5K———
CarsonAllaria Wealth Management, Ltd.
N/A—17,813-17,813-100%$691.0K———
Cary Street Partners Financial LLC
N/A—17,595-17,595-100%$682.5K———
Equitable Holdings, Inc.
N/A—17,311-17,311-100%$671.5K———
Tandem Financial, LLC
N/A—16,373-16,373-100%$635.1K———
Janney Montgomery Scott LLC
N/A—16,331-16,331-100%$633.0K———
GTS Securities LLC
N/A—16,251-16,251-100%$630.4K———
Arax Advisory Partners
N/A—15,586-15,586-100%$604.6K———
Eldridge Investment Advisors, Inc.
N/A—15,482-15,482-100%$600.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,973-14,973-100%$580.8K———
Stratos Investment Management, LLC
N/A—14,506-14,506-100%$562.7K———
Stratos Wealth Partners, Ltd.
N/A—14,196-14,196-100%$550.7K———
Capstone Wealth Management, Inc.
N/A—13,641-13,641-100%$532.3K———
Garrison Point Advisors, LLC
N/A—13,572-13,572-100%$526.5K———
Flow Traders U.S. LLC
N/A—13,202-13,202-100%$512.0K———
LOM Asset Management Ltd
N/A—12,000-12,000-100%$465.5K———
AE Wealth Management LLC
N/A—11,309-11,309-100%$438.7K———
Eaton Financial Holdings Company, LLC
N/A—11,081-11,081-100%$429.8K———
Huntington National Bank
N/A—11,031-11,031-100%$427.9K———
Natixis Advisors, LLC
N/A—11,014-11,014-100%$427.0K———
Arkadios Wealth Advisors
N/A—10,406-10,406-100%$403.6K———
Beaird Harris Wealth Management, LLC
N/A—9,648-9,648-100%$374.2K———
Flputnam Investment Management Co
N/A—9,554-9,554-100%$370.6K———
Fortis Capital Management LLC
N/A—9,351-9,351-100%$362.7K———
Platform Wealth Management, LLC
N/A—9,332-9,332-100%$362.0K———
Private Advisor Group, LLC
N/A—9,238-9,238-100%$358.3K———
Professional Financial Solutions LLC
N/A—8,875-8,875-100%$344.3K———
Hancock Whitney Corp
N/A—8,514-8,514-100%$330.3K———
Berger Financial Group, Inc
N/A—8,111-8,111-100%$314.6K———
Entelevest, LLC
N/A—7,319-7,319-100%$283.9K———
Cerity Partners Retirement Plan Advisors LLC
N/A—7,134-7,134-100%$276.7K———
Rialto Wealth Management, LLC
N/A—6,764-6,764-100%$262.4K———
Rockbridge Investment Management, LCC
N/A—6,747-6,747-100%$261.7K———
Geometric Wealth Advisors
N/A—6,457-6,457-100%$250.5K———
Mayflower Financial Advisors, LLC
N/A—6,188-6,188-100%$240.0K———
Planning Center, Inc.
N/A—6,050-6,050-100%$234.7K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—6,047-6,047-100%$234.6K———
Capital Group Private Client Services, Inc.
N/A—5,925-5,925-100%$229.8K———
Paces Ferry Wealth Advisors, LLC
N/A—5,796-5,796-100%$224.8K———
Cahill Financial Advisors Inc
N/A—5,729-5,729-100%$222.2K———
WNY Asset Management, LLC
N/A—5,250-5,250-100%$203.6K———
1015 Capital Partners, LLC
N/A—3,600-3,600-100%$139.6K———
Operose Advisors LLC
N/A—3,428-3,428-100%$133.0K———
Millstone Evans Group, LLC
N/A—2,920-2,920-100%$113.3K———
VSM Wealth Advisory, LLC
N/A—2,704-2,704-100%$104.9K———
Seneschal Advisors, LLC
N/A—2,380-2,380-100%$92.3K———
Glen Eagle Advisors, LLC
N/A—2,250-2,250-100%$87.3K———
HHM Wealth Advisors, LLC
N/A—2,136-2,136-100%$82.9K———
Tanglewood Legacy Advisors, LLC
N/A—2,034-2,034-100%$78.9K———
Morris Financial Concepts, Inc.
N/A—1,855-1,855-100%$72.0K———
Global Retirement Partners, LLC
N/A—1,679-1,679-100%$65.1K———
Topsail Wealth Management, LLC
N/A—1,572-1,572-100%$61.0K———
Steward Partners Investment Advisory, LLC
N/A—1,233-1,233-100%$47.8K———
Strategic Wealth Partners, Ltd.
N/A—1,011-1,011-100%$39.2K———
FMR LLC
N/A—893-893-100%$34.6K———
BlackRock, Inc.
N/A—537-537-100%$20.8K———
Federation des caisses Desjardins du Quebec
N/A—498-498-100%$19.3K———
Vanguard Advisers Inc
N/A—396-396-100%$15.4K———
Aptus Capital Advisors, LLC
N/A—368-368-100%$14.3K———
Pinnacle Holdings, LLC
N/A—269-269-100%$10.4K———
Colonial Trust Co / SC
N/A—204-204-100%$7.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—119-119-100%$4.6K———
BFC Planning, Inc.
N/A—111-111-100%$4.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—21-21-100%$828———
Bogart Wealth, LLC
N/A—3-3-100%$116———
Showing 589 of 589 institutions