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Dimensional US Real EST ETF (DFAR)

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
Shares110,702 from 98,751
Change+11,951 (+12%)
Value$2.9M (+$312.6K)
Filed 2026-11-06
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares46,180 from 46,180
Change0 (0%)
Value$1.1M (-$92.4K)
Filed 2026-11-02
Frankly Finances, LLC
UNCHANGED
Shares30,593 from 30,593
Change0 (0%)
Value$739.1K (-$61.2K)
Filed 2026-10-28
Diversified Portfolios, Inc.
DECREASED
Shares13,603 from 13,970
Change-367 (-3%)
Value$328.6K (-$36.8K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares1,404 from 1,388
Change+16 (+1%)
Value$34.4K (-$1.9K)
Filed 2026-10-16
Private Trust Co NA
NEW
Shares395
Change+395
Value$9.7K
Filed 2026-10-20
HighTower Advisors, LLC
CLOSED
Shares0 from 2,723,415
Change-2,723,415 (-100%)
Value$0 (-$71.2M)
Filed 2026-11-10
Root Financial Partners, LLC
CLOSED
Shares0 from 2,326,002
Change-2,326,002 (-100%)
Value$0 (-$60.8M)
Filed 2026-10-21
Vise Technologies, Inc.
CLOSED
Shares0 from 2,191,582
Change-2,191,582 (-100%)
Value$0 (-$57.3M)
Filed 2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,795,268
Change-1,795,268 (-100%)
Value$0 (-$47.0M)
Filed 2026-10-28
RAM Investment Partners, LLC
CLOSED
Shares0 from 1,456,821
Change-1,456,821 (-100%)
Value$0 (-$38.1M)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 1,455,484
Change-1,455,484 (-100%)
Value$0 (-$38.1M)
Filed 2026-10-15
Savant Capital, LLC
CLOSED
Shares0 from 1,194,369
Change-1,194,369 (-100%)
Value$0 (-$31.5M)
Filed 2026-11-06
Burton Enright Welch
CLOSED
Shares0 from 750,411
Change-750,411 (-100%)
Value$0 (-$19.6M)
Filed 2026-11-04
Wealth Dimensions Group, Ltd.
CLOSED
Shares0 from 717,843
Change-717,843 (-100%)
Value$0 (-$18.8M)
Filed 2026-11-02
Phillips Financial Management, LLC
CLOSED
Shares0 from 657,049
Change-657,049 (-100%)
Value$0 (-$17.2M)
Filed 2026-10-19
United Wealth Management, LLC
CLOSED
Shares0 from 600,451
Change-600,451 (-100%)
Value$0 (-$15.7M)
Filed 2026-10-30
North Berkeley Wealth Management, LLC
CLOSED
Shares0 from 592,931
Change-592,931 (-100%)
Value$0 (-$15.5M)
Filed 2026-11-02
Fidato Wealth LLC
CLOSED
Shares0 from 543,699
Change-543,699 (-100%)
Value$0 (-$14.2M)
Filed 2026-10-13
Core Wealth Management, Inc.
CLOSED
Shares0 from 504,582
Change-504,582 (-100%)
Value$0 (-$13.2M)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 469,889
Change-469,889 (-100%)
Value$0 (-$12.3M)
Filed 2026-10-16
Onyx Financial Advisors, LLC
CLOSED
Shares0 from 441,767
Change-441,767 (-100%)
Value$0 (-$11.6M)
Filed 2026-10-21
Aspen Wealth Management LLC
CLOSED
Shares0 from 438,451
Change-438,451 (-100%)
Value$0 (-$11.5M)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
CLOSED
Shares0 from 425,818
Change-425,818 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-26
Timonier Family Office, Ltd.
CLOSED
Shares0 from 414,263
Change-414,263 (-100%)
Value$0 (-$10.8M)
Filed 2026-11-03
LPL Financial LLC
CLOSED
Shares0 from 412,325
Change-412,325 (-100%)
Value$0 (-$10.8M)
Filed 2026-11-06
Forum Financial Management, LP
CLOSED
Shares0 from 395,886
Change-395,886 (-100%)
Value$0 (-$10.4M)
Filed 2026-10-16
Apella Capital, LLC
CLOSED
Shares0 from 386,053
Change-386,053 (-100%)
Value$0 (-$10.3M)
Filed 2026-10-08
Pillar Financial Advisors, LLC
CLOSED
Shares0 from 362,169
Change-362,169 (-100%)
Value$0 (-$9.5M)
Filed 2026-10-21
Straight Path Wealth Management
CLOSED
Shares0 from 329,831
Change-329,831 (-100%)
Value$0 (-$8.6M)
Filed 2026-10-23
Financial Harvest, LLC
CLOSED
Shares0 from 320,415
Change-320,415 (-100%)
Value$0 (-$8.4M)
Filed 2026-10-15
Atria Investments, Inc
CLOSED
Shares0 from 318,109
Change-318,109 (-100%)
Value$0 (-$8.3M)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 308,340
Change-308,340 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-13
AWM Capital, LLC
CLOSED
Shares0 from 291,455
Change-291,455 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-16
Vannoy Advisory Group, Inc.
CLOSED
Shares0 from 282,604
Change-282,604 (-100%)
Value$0 (-$7.4M)
Filed 2026-10-13
Pinnacle Financial Group, LLC / IL
CLOSED
Shares0 from 257,634
Change-257,634 (-100%)
Value$0 (-$6.7M)
Filed 2026-10-29
Oceanside Advisors LLC
CLOSED
Shares0 from 247,176
Change-247,176 (-100%)
Value$0 (-$6.5M)
Filed 2026-11-03
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 239,698
Change-239,698 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-27
Gradient Capital Advisors, LLC
CLOSED
Shares0 from 219,228
Change-219,228 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-21
Grand Wealth Management, LLC
CLOSED
Shares0 from 218,910
Change-218,910 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-09
Citrine Capital LLC
CLOSED
Shares0 from 213,752
Change-213,752 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-14
Modera Wealth Management, LLC
CLOSED
Shares0 from 207,614
Change-207,614 (-100%)
Value$0 (-$5.4M)
Filed 2026-10-28
Legacy Financial Group, Inc.
CLOSED
Shares0 from 201,626
Change-201,626 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-21
Hurlow Wealth Management Group, Inc.
CLOSED
Shares0 from 197,803
Change-197,803 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-29
DecisionPoint Financial, LLC
CLOSED
Shares0 from 194,205
Change-194,205 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-27
Diversify Advisory Services, LLC
CLOSED
Shares0 from 189,461
Change-189,461 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 189,461
Change-189,461 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-20
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 187,675
Change-187,675 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 183,448
Change-183,448 (-100%)
Value$0 (-$4.8M)
Filed 2026-11-02
Rachor Investment Advisory Services, LLC
CLOSED
Shares0 from 181,735
Change-181,735 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-29
Warburton Capital Management, LLC
CLOSED
Shares0 from 180,576
Change-180,576 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-06
BCU Wealth Advisors, LLC
CLOSED
Shares0 from 177,401
Change-177,401 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-16
M Holdings Securities, Inc.
CLOSED
Shares0 from 176,421
Change-176,421 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-03
Strathmore Capital Advisors, Inc.
CLOSED
Shares0 from 172,699
Change-172,699 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-09
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 165,957
Change-165,957 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-06
Bannerman Wealth Management Group, LLC
CLOSED
Shares0 from 164,429
Change-164,429 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-09
Burk Holdings LLC
CLOSED
Shares0 from 163,133
Change-163,133 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-05
Evanson Financial, LLC
CLOSED
Shares0 from 162,029
Change-162,029 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-23
Maryland Capital Advisors Inc.
CLOSED
Shares0 from 158,322
Change-158,322 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-15
Creative Planning
CLOSED
Shares0 from 154,582
Change-154,582 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-02
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 153,284
Change-153,284 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-27
Aprio Wealth Management, LLC
CLOSED
Shares0 from 141,595
Change-141,595 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-28
Squire Investment Management Company, LLC
CLOSED
Shares0 from 136,916
Change-136,916 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 133,373
Change-133,373 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-26
Johnson Wealth Management, LLC
CLOSED
Shares0 from 129,673
Change-129,673 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-09
PFG Advisors
CLOSED
Shares0 from 127,782
Change-127,782 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-16
Tillman Hartley LLC
CLOSED
Shares0 from 121,684
Change-121,684 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-06
Builder Investment Group Inc
CLOSED
Shares0 from 121,280
Change-121,280 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-22
Summit Wealth Group, LLC
CLOSED
Shares0 from 113,079
Change-113,079 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-09
Pacific Asset Management, LLC
CLOSED
Shares0 from 109,022
Change-109,022 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-15
Andrews, Lucia Wealth Management LLC
CLOSED
Shares0 from 107,609
Change-107,609 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-02
DWR Wealth Management, LLC
CLOSED
Shares0 from 106,535
Change-106,535 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 97,709
Change-97,709 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-13
Ferguson Johnson Wealth Management Inc
CLOSED
Shares0 from 92,655
Change-92,655 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 92,572
Change-92,572 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-02
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 82,585
Change-82,585 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-13
Greenwood Capital Associates LLC
CLOSED
Shares0 from 73,595
Change-73,595 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-27
Redwood Park Advisors LLC
CLOSED
Shares0 from 71,009
Change-71,009 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-02
GEN Financial Management, Inc.
CLOSED
Shares0 from 70,730
Change-70,730 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-13
RCS Financial Planning, LLC
CLOSED
Shares0 from 69,786
Change-69,786 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-14
First Financial Group Corp
CLOSED
Shares0 from 68,776
Change-68,776 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-22
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 68,256
Change-68,256 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-20
Weinberger Asset Management, Inc
CLOSED
Shares0 from 64,749
Change-64,749 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-28
CGN Advisors LLC
CLOSED
Shares0 from 63,090
Change-63,090 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-21
Infinity Wealth Counsel, LLC
CLOSED
Shares0 from 58,148
Change-58,148 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-15
Factor Wealth Management LTD
CLOSED
Shares0 from 56,579
Change-56,579 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-08
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 56,427
Change-56,427 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
Apollon Wealth Management, LLC
CLOSED
Shares0 from 56,295
Change-56,295 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-23
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 56,221
Change-56,221 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
JMG Financial Group, Ltd.
CLOSED
Shares0 from 56,054
Change-56,054 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-10
Sprinkle Financial Consultants LLC
CLOSED
Shares0 from 55,756
Change-55,756 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-09
Farther Finance Advisors, LLC
CLOSED
Shares0 from 53,642
Change-53,642 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-08
Kestra Advisory Services, LLC
CLOSED
Shares0 from 51,885
Change-51,885 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
TFO Wealth Partners, LLC
CLOSED
Shares0 from 51,842
Change-51,842 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-09
Vawter Financial, Ltd.
CLOSED
Shares0 from 51,213
Change-51,213 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-10
Sterling Financial Planning, Inc.
CLOSED
Shares0 from 49,877
Change-49,877 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
Sowell Financial Services LLC
CLOSED
Shares0 from 48,478
Change-48,478 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-23
Ballast Financial Advisors LLC
CLOSED
Shares0 from 47,965
Change-47,965 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-26
Porter White Investment Advisors, Inc.
CLOSED
Shares0 from 47,563
Change-47,563 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
CLOSED
Shares0 from 46,059
Change-46,059 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Ariadne Wealth Management, LP
CLOSED
Shares0 from 45,973
Change-45,973 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-06
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 43,188
Change-43,188 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-22
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 42,270
Change-42,270 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Austin Wealth Management, LLC
CLOSED
Shares0 from 38,961
Change-38,961 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
Mission Wealth Management, LP
CLOSED
Shares0 from 38,556
Change-38,556 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-15
Guardian Wealth Management, LLC
CLOSED
Shares0 from 38,346
Change-38,346 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-14
marrick wealth, LLC
CLOSED
Shares0 from 37,472
Change-37,472 (-100%)
Value$0 (-$980.3K)
Filed 2026-10-20
Stolz & Associates, PS
CLOSED
Shares0 from 33,740
Change-33,740 (-100%)
Value$0 (-$882.6K)
Filed 2026-11-05
Approach Retirement Advisors, LLC
CLOSED
Shares0 from 30,866
Change-30,866 (-100%)
Value$0 (-$807.5K)
Filed 2026-10-22
Cardiff Park Advisors, LLC
CLOSED
Shares0 from 28,318
Change-28,318 (-100%)
Value$0 (-$740.8K)
Filed 2026-11-09
Greenspring Advisors, LLC
CLOSED
Shares0 from 27,747
Change-27,747 (-100%)
Value$0 (-$725.9K)
Filed 2026-11-05
Entrewealth, LLC
CLOSED
Shares0 from 26,223
Change-26,223 (-100%)
Value$0 (-$694.1K)
Filed 2026-10-14
Monograph Wealth Advisors, LLC
CLOSED
Shares0 from 25,460
Change-25,460 (-100%)
Value$0 (-$666.0K)
Filed 2026-11-09
SpringVest Wealth Management LLC
CLOSED
Shares0 from 25,382
Change-25,382 (-100%)
Value$0 (-$664.0K)
Filed 2026-10-27
Tortoise Investment Management, LLC
CLOSED
Shares0 from 24,047
Change-24,047 (-100%)
Value$0 (-$629.1K)
Filed 2026-11-06
TAGStone Capital, Inc.
CLOSED
Shares0 from 23,533
Change-23,533 (-100%)
Value$0 (-$615.6K)
Filed 2026-11-09
DBK Financial Counsel, LLC
CLOSED
Shares0 from 23,497
Change-23,497 (-100%)
Value$0 (-$614.7K)
Filed 2026-10-13
XY Planning Network, Inc.
CLOSED
Shares0 from 21,770
Change-21,770 (-100%)
Value$0 (-$569.5K)
Filed 2026-10-14
Great Valley Advisor Group, Inc.
CLOSED
Shares0 from 21,167
Change-21,167 (-100%)
Value$0 (-$553.6K)
Filed 2026-11-09
Austin Asset Management Co Inc
CLOSED
Shares0 from 21,000
Change-21,000 (-100%)
Value$0 (-$549.4K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 19,976
Change-19,976 (-100%)
Value$0 (-$522.6K)
Filed 2026-10-20
Yoder Wealth Management, Inc.
CLOSED
Shares0 from 19,185
Change-19,185 (-100%)
Value$0 (-$501.9K)
Filed 2026-10-13
Arnold Financial Planning LLC
CLOSED
Shares0 from 18,429
Change-18,429 (-100%)
Value$0 (-$482.1K)
Filed 2026-10-20
Flagstone Financial Management
CLOSED
Shares0 from 18,004
Change-18,004 (-100%)
Value$0 (-$471.0K)
Filed 2026-11-05
Melfa Wealth Management, Inc.
CLOSED
Shares0 from 17,529
Change-17,529 (-100%)
Value$0 (-$458.6K)
Filed 2026-11-06
CLG LLC
CLOSED
Shares0 from 17,138
Change-17,138 (-100%)
Value$0 (-$448.3K)
Filed 2026-10-13
Elevate Wealth Advisory, Inc
CLOSED
Shares0 from 16,869
Change-16,869 (-100%)
Value$0 (-$441.3K)
Filed 2026-10-29
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 16,848
Change-16,848 (-100%)
Value$0 (-$440.7K)
Filed 2026-10-21
Wealth Management Nebraska
CLOSED
Shares0 from 16,816
Change-16,816 (-100%)
Value$0 (-$439.9K)
Filed 2026-10-26
Choreo, LLC
CLOSED
Shares0 from 16,543
Change-16,543 (-100%)
Value$0 (-$432.8K)
Filed 2026-10-28
Global Trust Wealth Management LLC
CLOSED
Shares0 from 16,355
Change-16,355 (-100%)
Value$0 (-$427.8K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 16,035
Change-16,035 (-100%)
Value$0 (-$419.5K)
Filed 2026-10-22
Donalies Financial Planning, LLC
CLOSED
Shares0 from 15,832
Change-15,832 (-100%)
Value$0 (-$414.2K)
Filed 2026-10-19
Five Oceans Advisors
CLOSED
Shares0 from 15,589
Change-15,589 (-100%)
Value$0 (-$407.8K)
Filed 2026-10-22
Northwest Wealth Management, LLC
CLOSED
Shares0 from 15,265
Change-15,265 (-100%)
Value$0 (-$399.3K)
Filed 2026-10-30
Hutchinson Capital Management
CLOSED
Shares0 from 13,966
Change-13,966 (-100%)
Value$0 (-$365.4K)
Filed 2026-11-09
Dupree Financial Group, LLC
CLOSED
Shares0 from 13,735
Change-13,735 (-100%)
Value$0 (-$359.3K)
Filed 2026-10-09
Cypress Point Wealth Management, LLC
CLOSED
Shares0 from 13,100
Change-13,100 (-100%)
Value$0 (-$342.7K)
Filed 2026-11-03
International Private Wealth Advisors LLC
CLOSED
Shares0 from 13,048
Change-13,048 (-100%)
Value$0 (-$341.3K)
Filed 2026-11-05
Fonville Wealth Management LLC
CLOSED
Shares0 from 12,762
Change-12,762 (-100%)
Value$0 (-$333.9K)
Filed 2026-10-28
Keybank National Association
CLOSED
Shares0 from 12,128
Change-12,128 (-100%)
Value$0 (-$317.3K)
Filed 2026-11-04
Allodium Investment Consultants, LLC
CLOSED
Shares0 from 12,006
Change-12,006 (-100%)
Value$0 (-$314.1K)
Filed 2026-10-14
Wealth Advisors Northwest LLC
CLOSED
Shares0 from 11,864
Change-11,864 (-100%)
Value$0 (-$310.4K)
Filed 2026-10-29
Merit Financial Group, LLC
CLOSED
Shares0 from 11,779
Change-11,779 (-100%)
Value$0 (-$308.1K)
Filed 2026-11-06
Opus Financial Solutions LLC
CLOSED
Shares0 from 11,650
Change-11,650 (-100%)
Value$0 (-$304.8K)
Filed 2026-11-06
Brookstone Capital Management
CLOSED
Shares0 from 11,336
Change-11,336 (-100%)
Value$0 (-$296.6K)
Filed 2026-10-22
EnRich Financial Partners LLC
CLOSED
Shares0 from 11,324
Change-11,324 (-100%)
Value$0 (-$296.2K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 11,252
Change-11,252 (-100%)
Value$0 (-$294.4K)
Filed 2026-10-21
Freedom Day Solutions, LLC
CLOSED
Shares0 from 11,110
Change-11,110 (-100%)
Value$0 (-$290.6K)
Filed 2026-10-20
Bayshore Asset Management, LLC
CLOSED
Shares0 from 10,881
Change-10,881 (-100%)
Value$0 (-$284.6K)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
CLOSED
Shares0 from 10,812
Change-10,812 (-100%)
Value$0 (-$282.8K)
Filed 2026-10-26
D.A. Davidson & Co.
CLOSED
Shares0 from 10,807
Change-10,807 (-100%)
Value$0 (-$282.7K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 10,479
Change-10,479 (-100%)
Value$0 (-$274.1K)
Filed 2026-10-20
Dodds Wealth, LLC
CLOSED
Shares0 from 10,315
Change-10,315 (-100%)
Value$0 (-$269.8K)
Filed 2026-11-02
Heritage Wealth Management, Inc. s
CLOSED
Shares0 from 10,222
Change-10,222 (-100%)
Value$0 (-$267.4K)
Filed 2026-11-06
Arista Wealth Management, LLC
CLOSED
Shares0 from 9,990
Change-9,990 (-100%)
Value$0 (-$261.3K)
Filed 2026-10-29
SC&H Financial Advisors, Inc.
CLOSED
Shares0 from 9,700
Change-9,700 (-100%)
Value$0 (-$253.7K)
Filed 2026-10-14
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 9,652
Change-9,652 (-100%)
Value$0 (-$252.5K)
Filed 2026-10-30
Wescott Financial Advisory Group, LLC
CLOSED
Shares0 from 8,949
Change-8,949 (-100%)
Value$0 (-$234.1K)
Filed 2026-11-09
Verisail Partners, LLC
CLOSED
Shares0 from 8,948
Change-8,948 (-100%)
Value$0 (-$234.1K)
Filed 2026-10-19
Foster Group, Inc.
CLOSED
Shares0 from 8,806
Change-8,806 (-100%)
Value$0 (-$230.4K)
Filed 2026-10-13
JDH Wealth Management, LLC
CLOSED
Shares0 from 8,790
Change-8,790 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-20
Partners in Financial Planning
CLOSED
Shares0 from 8,557
Change-8,557 (-100%)
Value$0 (-$223.8K)
Filed 2026-11-06
Claris Advisors, LLC / MO /
CLOSED
Shares0 from 8,141
Change-8,141 (-100%)
Value$0 (-$213.0K)
Filed 2026-11-10
RS Crum Inc.
CLOSED
Shares0 from 7,849
Change-7,849 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-19
UMB Bank, n.a.
CLOSED
Shares0 from 7,154
Change-7,154 (-100%)
Value$0 (-$187.1K)
Filed 2026-11-06
3 Factor Indexing, LLC
CLOSED
Shares0 from 6,138
Change-6,138 (-100%)
Value$0 (-$160.6K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 6,060
Change-6,060 (-100%)
Value$0 (-$158.5K)
Filed 2026-11-06
Maseco LLP
CLOSED
Shares0 from 5,366
Change-5,366 (-100%)
Value$0 (-$140.4K)
Filed 2026-10-27
Aspect Partners, LLC
CLOSED
Shares0 from 4,925
Change-4,925 (-100%)
Value$0 (-$128.8K)
Filed 2026-10-20
Blume Capital Management, Inc.
CLOSED
Shares0 from 4,361
Change-4,361 (-100%)
Value$0 (-$114.1K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,022
Change-4,022 (-100%)
Value$0 (-$105.2K)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 3,231
Change-3,231 (-100%)
Value$0 (-$84.5K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 3,024
Change-3,024 (-100%)
Value$0 (-$79.1K)
Filed 2026-11-03
CNB Bank
CLOSED
Shares0 from 1,370
Change-1,370 (-100%)
Value$0 (-$35.8K)
Filed 2026-11-09
Fifth Third Bancorp
CLOSED
Shares0 from 1,178
Change-1,178 (-100%)
Value$0 (-$30.8K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 1,089
Change-1,089 (-100%)
Value$0 (-$28.5K)
Filed 2026-10-07
Larson Financial Group LLC
CLOSED
Shares0 from 1,041
Change-1,041 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 978
Change-978 (-100%)
Value$0 (-$25.6K)
Filed 2026-11-04
Assetmark, Inc
CLOSED
Shares0 from 763
Change-763 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-21
Arlington Trust Co LLC
CLOSED
Shares0 from 728
Change-728 (-100%)
Value$0 (-$19.0K)
Filed 2026-10-20
Montgomery Financial Services LLC
CLOSED
Shares0 from 634
Change-634 (-100%)
Value$0 (-$16.6K)
Filed 2026-11-03
Harbour Investments, Inc.
CLOSED
Shares0 from 612
Change-612 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-09
Geneos Wealth Management Inc.
CLOSED
Shares0 from 583
Change-583 (-100%)
Value$0 (-$15.3K)
Filed 2026-11-09
Mather Group, Llc.
CLOSED
Shares0 from 521
Change-521 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-14
Asset Dedication, LLC
CLOSED
Shares0 from 433
Change-433 (-100%)
Value$0 (-$11.3K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-16
Global Trust Asset Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-21
Bank of Montreal
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-03
Bessemer Group Inc
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$1)
Filed 2026-11-09
Sunrise Financial Services, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$785)
Filed 2026-10-21
Highland Investment Advisors LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$631)
Filed 2026-11-09
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$105)
Filed 2026-11-02
CoreCap Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$25)
Filed 2026-10-08
Signaturefd, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$4)
Filed 2026-10-23
Focus Partners Wealth
N/A
Shares— from 3,366,656
Change-3,366,656 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,011,875
Change-2,011,875 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,081,514
Change-1,081,514 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,008,922
Change-1,008,922 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 936,661
Change-936,661 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 757,577
Change-757,577 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 518,972
Change-518,972 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 502,097
Change-502,097 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 470,402
Change-470,402 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 451,563
Change-451,563 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 439,581
Change-439,581 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 435,281
Change-435,281 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 420,815
Change-420,815 (-100%)
Value—
Betterment LLC
N/A
Shares— from 405,281
Change-405,281 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 390,810
Change-390,810 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 332,365
Change-332,365 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 323,800
Change-323,800 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 300,258
Change-300,258 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 258,386
Change-258,386 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 256,111
Change-256,111 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 233,218
Change-233,218 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 231,797
Change-231,797 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 216,478
Change-216,478 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 193,909
Change-193,909 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 184,946
Change-184,946 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 184,840
Change-184,840 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 178,662
Change-178,662 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 178,564
Change-178,564 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 174,214
Change-174,214 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 172,857
Change-172,857 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 156,587
Change-156,587 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 153,121
Change-153,121 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 120,455
Change-120,455 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 114,242
Change-114,242 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 110,900
Change-110,900 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 108,349
Change-108,349 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 103,831
Change-103,831 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 99,348
Change-99,348 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 96,325
Change-96,325 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 84,518
Change-84,518 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 84,136
Change-84,136 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 76,855
Change-76,855 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 68,536
Change-68,536 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 54,709
Change-54,709 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 53,343
Change-53,343 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 50,928
Change-50,928 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 50,701
Change-50,701 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 50,540
Change-50,540 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 48,924
Change-48,924 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 42,682
Change-42,682 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 41,216
Change-41,216 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,441
Change-39,441 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 37,956
Change-37,956 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 37,909
Change-37,909 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 35,041
Change-35,041 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 33,777
Change-33,777 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 31,776
Change-31,776 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 31,081
Change-31,081 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 28,889
Change-28,889 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 27,988
Change-27,988 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 27,466
Change-27,466 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 27,071
Change-27,071 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 23,943
Change-23,943 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 22,282
Change-22,282 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,209
Change-21,209 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,903
Change-20,903 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 20,800
Change-20,800 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,252
Change-19,252 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 17,705
Change-17,705 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 16,305
Change-16,305 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,724
Change-13,724 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 13,695
Change-13,695 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 13,197
Change-13,197 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,492
Change-11,492 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 11,376
Change-11,376 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 11,273
Change-11,273 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 10,825
Change-10,825 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 10,496
Change-10,496 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,439
Change-9,439 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 9,261
Change-9,261 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 8,984
Change-8,984 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,484
Change-8,484 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 797
Change-797 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 49
Change-49 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 7
Change-7 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2
Change-2 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Allworth Financial LP
INCREASED110,70298,751+11,951+12%$2.6M$2.9M+$312.6K2026-11-06
RED Lighthouse Investment Management, LLC
UNCHANGED46,18046,18000%$1.2M$1.1M-$92.4K2026-11-02
Frankly Finances, LLC
UNCHANGED30,59330,59300%$800.3K$739.1K-$61.2K2026-10-28
Diversified Portfolios, Inc.
DECREASED13,60313,970-367-3%$365.5K$328.6K-$36.8K2026-11-04
IFP Advisors, Inc
INCREASED1,4041,388+16+1%$36.3K$34.4K-$1.9K2026-10-16
Private Trust Co NA
NEW395—+395——$9.7K—2026-10-20
HighTower Advisors, LLC
CLOSED02,723,415-2,723,415-100%$71.2M$0-$71.2M2026-11-10
Root Financial Partners, LLC
CLOSED02,326,002-2,326,002-100%$60.8M$0-$60.8M2026-10-21
Vise Technologies, Inc.
CLOSED02,191,582-2,191,582-100%$57.3M$0-$57.3M2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
CLOSED01,795,268-1,795,268-100%$47.0M$0-$47.0M2026-10-28
RAM Investment Partners, LLC
CLOSED01,456,821-1,456,821-100%$38.1M$0-$38.1M2026-10-21
Moisand Fitzgerald Tamayo, LLC
CLOSED01,455,484-1,455,484-100%$38.1M$0-$38.1M2026-10-15
Savant Capital, LLC
CLOSED01,194,369-1,194,369-100%$31.5M$0-$31.5M2026-11-06
Burton Enright Welch
CLOSED0750,411-750,411-100%$19.6M$0-$19.6M2026-11-04
Wealth Dimensions Group, Ltd.
CLOSED0717,843-717,843-100%$18.8M$0-$18.8M2026-11-02
Phillips Financial Management, LLC
CLOSED0657,049-657,049-100%$17.2M$0-$17.2M2026-10-19
United Wealth Management, LLC
CLOSED0600,451-600,451-100%$15.7M$0-$15.7M2026-10-30
North Berkeley Wealth Management, LLC
CLOSED0592,931-592,931-100%$15.5M$0-$15.5M2026-11-02
Fidato Wealth LLC
CLOSED0543,699-543,699-100%$14.2M$0-$14.2M2026-10-13
Core Wealth Management, Inc.
CLOSED0504,582-504,582-100%$13.2M$0-$13.2M2026-10-22
Concurrent Investment Advisors, LLC
CLOSED0469,889-469,889-100%$12.3M$0-$12.3M2026-10-16
Onyx Financial Advisors, LLC
CLOSED0441,767-441,767-100%$11.6M$0-$11.6M2026-10-21
Aspen Wealth Management LLC
CLOSED0438,451-438,451-100%$11.5M$0-$11.5M2026-10-14
Willow Creek Wealth Management Inc.
CLOSED0425,818-425,818-100%$11.1M$0-$11.1M2026-10-26
Timonier Family Office, Ltd.
CLOSED0414,263-414,263-100%$10.8M$0-$10.8M2026-11-03
LPL Financial LLC
CLOSED0412,325-412,325-100%$10.8M$0-$10.8M2026-11-06
Forum Financial Management, LP
CLOSED0395,886-395,886-100%$10.4M$0-$10.4M2026-10-16
Apella Capital, LLC
CLOSED0386,053-386,053-100%$10.3M$0-$10.3M2026-10-08
Pillar Financial Advisors, LLC
CLOSED0362,169-362,169-100%$9.5M$0-$9.5M2026-10-21
Straight Path Wealth Management
CLOSED0329,831-329,831-100%$8.6M$0-$8.6M2026-10-23
Financial Harvest, LLC
CLOSED0320,415-320,415-100%$8.4M$0-$8.4M2026-10-15
Atria Investments, Inc
CLOSED0318,109-318,109-100%$8.3M$0-$8.3M2026-10-15
Dynamic Advisor Solutions LLC
CLOSED0308,340-308,340-100%$8.1M$0-$8.1M2026-10-13
AWM Capital, LLC
CLOSED0291,455-291,455-100%$7.6M$0-$7.6M2026-10-16
Vannoy Advisory Group, Inc.
CLOSED0282,604-282,604-100%$7.4M$0-$7.4M2026-10-13
Pinnacle Financial Group, LLC / IL
CLOSED0257,634-257,634-100%$6.7M$0-$6.7M2026-10-29
Oceanside Advisors LLC
CLOSED0247,176-247,176-100%$6.5M$0-$6.5M2026-11-03
Chicago Partners Investment Group LLC
CLOSED0239,698-239,698-100%$6.4M$0-$6.4M2026-10-27
Gradient Capital Advisors, LLC
CLOSED0219,228-219,228-100%$5.7M$0-$5.7M2026-10-21
Grand Wealth Management, LLC
CLOSED0218,910-218,910-100%$5.7M$0-$5.7M2026-11-09
Citrine Capital LLC
CLOSED0213,752-213,752-100%$5.6M$0-$5.6M2026-10-14
Modera Wealth Management, LLC
CLOSED0207,614-207,614-100%$5.4M$0-$5.4M2026-10-28
Legacy Financial Group, Inc.
CLOSED0201,626-201,626-100%$5.3M$0-$5.3M2026-10-21
Hurlow Wealth Management Group, Inc.
CLOSED0197,803-197,803-100%$5.2M$0-$5.2M2026-10-29
DecisionPoint Financial, LLC
CLOSED0194,205-194,205-100%$5.1M$0-$5.1M2026-10-27
Diversify Advisory Services, LLC
CLOSED0189,461-189,461-100%$5.2M$0-$5.2M2026-10-20
Diversify Wealth Management, LLC
CLOSED0189,461-189,461-100%$5.2M$0-$5.2M2026-10-20
Summit Wealth Group LLC / Co
CLOSED0187,675-187,675-100%$4.9M$0-$4.9M2026-10-29
Cambridge Investment Research Advisors, Inc.
CLOSED0183,448-183,448-100%$4.8M$0-$4.8M2026-11-02
Rachor Investment Advisory Services, LLC
CLOSED0181,735-181,735-100%$4.8M$0-$4.8M2026-10-29
Warburton Capital Management, LLC
CLOSED0180,576-180,576-100%$4.7M$0-$4.7M2026-11-06
BCU Wealth Advisors, LLC
CLOSED0177,401-177,401-100%$4.6M$0-$4.6M2026-10-16
M Holdings Securities, Inc.
CLOSED0176,421-176,421-100%$4.7K$0-$4.7K2026-11-03
Strathmore Capital Advisors, Inc.
CLOSED0172,699-172,699-100%$4.7M$0-$4.7M2026-11-09
Strategic Wealth Advisors LLC
CLOSED0165,957-165,957-100%$3.8K$0-$3.8K2026-11-06
Bannerman Wealth Management Group, LLC
CLOSED0164,429-164,429-100%$4.3M$0-$4.3M2026-10-09
Burk Holdings LLC
CLOSED0163,133-163,133-100%$4.3M$0-$4.3M2026-11-05
Evanson Financial, LLC
CLOSED0162,029-162,029-100%$4.2M$0-$4.2M2026-10-23
Maryland Capital Advisors Inc.
CLOSED0158,322-158,322-100%$4.1M$0-$4.1M2026-10-15
Creative Planning
CLOSED0154,582-154,582-100%$4.0M$0-$4.0M2026-11-02
Rockwood Wealth Management, LLC
CLOSED0153,284-153,284-100%$4.0M$0-$4.0M2026-10-27
Aprio Wealth Management, LLC
CLOSED0141,595-141,595-100%$3.7M$0-$3.7M2026-10-28
Squire Investment Management Company, LLC
CLOSED0136,916-136,916-100%$3.6M$0-$3.6M2026-11-03
Glass Jacobson Investment Advisors llc
CLOSED0133,373-133,373-100%$3.5M$0-$3.5M2026-10-26
Johnson Wealth Management, LLC
CLOSED0129,673-129,673-100%$3.4M$0-$3.4M2026-11-09
PFG Advisors
CLOSED0127,782-127,782-100%$3.3M$0-$3.3M2026-10-16
Tillman Hartley LLC
CLOSED0121,684-121,684-100%$3.2M$0-$3.2M2026-11-06
Builder Investment Group Inc
CLOSED0121,280-121,280-100%$3.2M$0-$3.2M2026-10-22
Summit Wealth Group, LLC
CLOSED0113,079-113,079-100%$3.0M$0-$3.0M2026-11-09
Pacific Asset Management, LLC
CLOSED0109,022-109,022-100%$2.9M$0-$2.9M2026-10-15
Andrews, Lucia Wealth Management LLC
CLOSED0107,609-107,609-100%$2.8M$0-$2.8M2026-11-02
DWR Wealth Management, LLC
CLOSED0106,535-106,535-100%$2.8M$0-$2.8M2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED097,709-97,709-100%$2.6M$0-$2.6M2026-10-13
Ferguson Johnson Wealth Management Inc
CLOSED092,655-92,655-100%$2.4M$0-$2.4M2026-11-05
Commonwealth Equity Services, LLC
CLOSED092,572-92,572-100%$2.4M$0-$2.4M2026-11-02
SAX Wealth Advisors, LLC
CLOSED082,585-82,585-100%$2.0M$0-$2.0M2026-10-13
Greenwood Capital Associates LLC
CLOSED073,595-73,595-100%$1.9M$0-$1.9M2026-10-27
Redwood Park Advisors LLC
CLOSED071,009-71,009-100%$1.9M$0-$1.9M2026-11-02
GEN Financial Management, Inc.
CLOSED070,730-70,730-100%$1.9M$0-$1.9M2026-10-13
RCS Financial Planning, LLC
CLOSED069,786-69,786-100%$1.8M$0-$1.8M2026-10-14
First Financial Group Corp
CLOSED068,776-68,776-100%$1.8M$0-$1.8M2026-10-22
Vestia Personal Wealth Advisors
CLOSED068,256-68,256-100%$1.8M$0-$1.8M2026-10-20
Weinberger Asset Management, Inc
CLOSED064,749-64,749-100%$1.7M$0-$1.7M2026-10-28
CGN Advisors LLC
CLOSED063,090-63,090-100%$1.7M$0-$1.7M2026-10-21
Infinity Wealth Counsel, LLC
CLOSED058,148-58,148-100%$1.5M$0-$1.5M2026-10-15
Factor Wealth Management LTD
CLOSED056,579-56,579-100%$1.5M$0-$1.5M2026-10-08
Signature Estate & Investment Advisors LLC
CLOSED056,427-56,427-100%$1.5M$0-$1.5M2026-10-13
Apollon Wealth Management, LLC
CLOSED056,295-56,295-100%$1.5M$0-$1.5M2026-10-23
Forvis Mazars Wealth Advisors, LLC
CLOSED056,221-56,221-100%$1.5M$0-$1.5M2026-10-13
JMG Financial Group, Ltd.
CLOSED056,054-56,054-100%$1.5M$0-$1.5M2026-11-10
Sprinkle Financial Consultants LLC
CLOSED055,756-55,756-100%$1.5M$0-$1.5M2026-10-09
Farther Finance Advisors, LLC
CLOSED053,642-53,642-100%$1.4M$0-$1.4M2026-10-08
Kestra Advisory Services, LLC
CLOSED051,885-51,885-100%$1.4M$0-$1.4M2026-11-02
TFO Wealth Partners, LLC
CLOSED051,842-51,842-100%$1.4M$0-$1.4M2026-11-09
Vawter Financial, Ltd.
CLOSED051,213-51,213-100%$1.3M$0-$1.3M2026-11-10
Sterling Financial Planning, Inc.
CLOSED049,877-49,877-100%$1.3M$0-$1.3M2026-10-28
Sowell Financial Services LLC
CLOSED048,478-48,478-100%$1.3M$0-$1.3M2026-10-23
Ballast Financial Advisors LLC
CLOSED047,965-47,965-100%$1.3M$0-$1.3M2026-10-26
Porter White Investment Advisors, Inc.
CLOSED047,563-47,563-100%$1.2M$0-$1.2M2026-10-14
DiNuzzo Private Wealth, Inc.
CLOSED046,059-46,059-100%$1.2M$0-$1.2M2026-10-16
Ariadne Wealth Management, LP
CLOSED045,973-45,973-100%$1.2M$0-$1.2M2026-11-06
Arcadia Wealth Management, LLC
CLOSED043,188-43,188-100%$1.1M$0-$1.1M2026-10-22
Heritage Wealth Management, Inc.
CLOSED042,270-42,270-100%$1.1M$0-$1.1M2026-10-27
Austin Wealth Management, LLC
CLOSED038,961-38,961-100%$1.1M$0-$1.1M2026-11-06
Mission Wealth Management, LP
CLOSED038,556-38,556-100%$1.0M$0-$1.0M2026-10-15
Guardian Wealth Management, LLC
CLOSED038,346-38,346-100%$1.0M$0-$1.0M2026-10-14
marrick wealth, LLC
CLOSED037,472-37,472-100%$980.3K$0-$980.3K2026-10-20
Stolz & Associates, PS
CLOSED033,740-33,740-100%$882.6K$0-$882.6K2026-11-05
Approach Retirement Advisors, LLC
CLOSED030,866-30,866-100%$807.5K$0-$807.5K2026-10-22
Cardiff Park Advisors, LLC
CLOSED028,318-28,318-100%$740.8K$0-$740.8K2026-11-09
Greenspring Advisors, LLC
CLOSED027,747-27,747-100%$725.9K$0-$725.9K2026-11-05
Entrewealth, LLC
CLOSED026,223-26,223-100%$694.1K$0-$694.1K2026-10-14
Monograph Wealth Advisors, LLC
CLOSED025,460-25,460-100%$666.0K$0-$666.0K2026-11-09
SpringVest Wealth Management LLC
CLOSED025,382-25,382-100%$664.0K$0-$664.0K2026-10-27
Tortoise Investment Management, LLC
CLOSED024,047-24,047-100%$629.1K$0-$629.1K2026-11-06
TAGStone Capital, Inc.
CLOSED023,533-23,533-100%$615.6K$0-$615.6K2026-11-09
DBK Financial Counsel, LLC
CLOSED023,497-23,497-100%$614.7K$0-$614.7K2026-10-13
XY Planning Network, Inc.
CLOSED021,770-21,770-100%$569.5K$0-$569.5K2026-10-14
Great Valley Advisor Group, Inc.
CLOSED021,167-21,167-100%$553.6K$0-$553.6K2026-11-09
Austin Asset Management Co Inc
CLOSED021,000-21,000-100%$549.4K$0-$549.4K2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED019,976-19,976-100%$522.6K$0-$522.6K2026-10-20
Yoder Wealth Management, Inc.
CLOSED019,185-19,185-100%$501.9K$0-$501.9K2026-10-13
Arnold Financial Planning LLC
CLOSED018,429-18,429-100%$482.1K$0-$482.1K2026-10-20
Flagstone Financial Management
CLOSED018,004-18,004-100%$471.0K$0-$471.0K2026-11-05
Melfa Wealth Management, Inc.
CLOSED017,529-17,529-100%$458.6K$0-$458.6K2026-11-06
CLG LLC
CLOSED017,138-17,138-100%$448.3K$0-$448.3K2026-10-13
Elevate Wealth Advisory, Inc
CLOSED016,869-16,869-100%$441.3K$0-$441.3K2026-10-29
Legacy Capital Wealth Partners, LLC
CLOSED016,848-16,848-100%$440.7K$0-$440.7K2026-10-21
Wealth Management Nebraska
CLOSED016,816-16,816-100%$439.9K$0-$439.9K2026-10-26
Choreo, LLC
CLOSED016,543-16,543-100%$432.8K$0-$432.8K2026-10-28
Global Trust Wealth Management LLC
CLOSED016,355-16,355-100%$427.8K$0-$427.8K2026-10-14
Washington Trust Advisors, Inc.
CLOSED016,035-16,035-100%$419.5K$0-$419.5K2026-10-22
Donalies Financial Planning, LLC
CLOSED015,832-15,832-100%$414.2K$0-$414.2K2026-10-19
Five Oceans Advisors
CLOSED015,589-15,589-100%$407.8K$0-$407.8K2026-10-22
Northwest Wealth Management, LLC
CLOSED015,265-15,265-100%$399.3K$0-$399.3K2026-10-30
Hutchinson Capital Management
CLOSED013,966-13,966-100%$365.4K$0-$365.4K2026-11-09
Dupree Financial Group, LLC
CLOSED013,735-13,735-100%$359.3K$0-$359.3K2026-10-09
Cypress Point Wealth Management, LLC
CLOSED013,100-13,100-100%$342.7K$0-$342.7K2026-11-03
International Private Wealth Advisors LLC
CLOSED013,048-13,048-100%$341.3K$0-$341.3K2026-11-05
Fonville Wealth Management LLC
CLOSED012,762-12,762-100%$333.9K$0-$333.9K2026-10-28
Keybank National Association
CLOSED012,128-12,128-100%$317.3K$0-$317.3K2026-11-04
Allodium Investment Consultants, LLC
CLOSED012,006-12,006-100%$314.1K$0-$314.1K2026-10-14
Wealth Advisors Northwest LLC
CLOSED011,864-11,864-100%$310.4K$0-$310.4K2026-10-29
Merit Financial Group, LLC
CLOSED011,779-11,779-100%$308.1K$0-$308.1K2026-11-06
Opus Financial Solutions LLC
CLOSED011,650-11,650-100%$304.8K$0-$304.8K2026-11-06
Brookstone Capital Management
CLOSED011,336-11,336-100%$296.6K$0-$296.6K2026-10-22
EnRich Financial Partners LLC
CLOSED011,324-11,324-100%$296.2K$0-$296.2K2026-10-21
Wealthcare Advisory Partners LLC
CLOSED011,252-11,252-100%$294.4K$0-$294.4K2026-10-21
Freedom Day Solutions, LLC
CLOSED011,110-11,110-100%$290.6K$0-$290.6K2026-10-20
Bayshore Asset Management, LLC
CLOSED010,881-10,881-100%$284.6K$0-$284.6K2026-11-03
Ballast Rock Private Wealth LLC
CLOSED010,812-10,812-100%$282.8K$0-$282.8K2026-10-26
D.A. Davidson & Co.
CLOSED010,807-10,807-100%$282.7K$0-$282.7K2026-10-28
Physician Wealth Advisors, Inc.
CLOSED010,479-10,479-100%$274.1K$0-$274.1K2026-10-20
Dodds Wealth, LLC
CLOSED010,315-10,315-100%$269.8K$0-$269.8K2026-11-02
Heritage Wealth Management, Inc. s
CLOSED010,222-10,222-100%$267.4K$0-$267.4K2026-11-06
Arista Wealth Management, LLC
CLOSED09,990-9,990-100%$261.3K$0-$261.3K2026-10-29
SC&H Financial Advisors, Inc.
CLOSED09,700-9,700-100%$253.7K$0-$253.7K2026-10-14
TCI Wealth Advisors, Inc.
CLOSED09,652-9,652-100%$252.5K$0-$252.5K2026-10-30
Wescott Financial Advisory Group, LLC
CLOSED08,949-8,949-100%$234.1K$0-$234.1K2026-11-09
Verisail Partners, LLC
CLOSED08,948-8,948-100%$234.1K$0-$234.1K2026-10-19
Foster Group, Inc.
CLOSED08,806-8,806-100%$230.4K$0-$230.4K2026-10-13
JDH Wealth Management, LLC
CLOSED08,790-8,790-100%$229.9K$0-$229.9K2026-10-20
Partners in Financial Planning
CLOSED08,557-8,557-100%$223.8K$0-$223.8K2026-11-06
Claris Advisors, LLC / MO /
CLOSED08,141-8,141-100%$213.0K$0-$213.0K2026-11-10
RS Crum Inc.
CLOSED07,849-7,849-100%$205.3K$0-$205.3K2026-10-19
UMB Bank, n.a.
CLOSED07,154-7,154-100%$187.1K$0-$187.1K2026-11-06
3 Factor Indexing, LLC
CLOSED06,138-6,138-100%$160.6K$0-$160.6K2026-10-15
PNC Financial Services Group, Inc.
CLOSED06,060-6,060-100%$158.5K$0-$158.5K2026-11-06
Maseco LLP
CLOSED05,366-5,366-100%$140.4K$0-$140.4K2026-10-27
Aspect Partners, LLC
CLOSED04,925-4,925-100%$128.8K$0-$128.8K2026-10-20
Blume Capital Management, Inc.
CLOSED04,361-4,361-100%$114.1K$0-$114.1K2026-10-26
AdvisorNet Financial, Inc
CLOSED04,022-4,022-100%$105.2K$0-$105.2K2026-10-15
Cherry Tree Wealth Management, LLC
CLOSED03,231-3,231-100%$84.5K$0-$84.5K2026-10-15
Ashton Thomas Private Wealth, LLC
CLOSED03,024-3,024-100%$79.1K$0-$79.1K2026-11-03
CNB Bank
CLOSED01,370-1,370-100%$35.8K$0-$35.8K2026-11-09
Fifth Third Bancorp
CLOSED01,178-1,178-100%$30.8K$0-$30.8K2026-11-05
Elevation Wealth Partners, LLC
CLOSED01,089-1,089-100%$28.5K$0-$28.5K2026-10-07
Larson Financial Group LLC
CLOSED01,041-1,041-100%$27.2K$0-$27.2K2026-11-05
EverSource Wealth Advisors, LLC
CLOSED0978-978-100%$25.6K$0-$25.6K2026-11-04
Assetmark, Inc
CLOSED0763-763-100%$20.0K$0-$20.0K2026-10-21
Arlington Trust Co LLC
CLOSED0728-728-100%$19.0K$0-$19.0K2026-10-20
Montgomery Financial Services LLC
CLOSED0634-634-100%$16.6K$0-$16.6K2026-11-03
Harbour Investments, Inc.
CLOSED0612-612-100%$16.0K$0-$16.0K2026-11-09
Geneos Wealth Management Inc.
CLOSED0583-583-100%$15.3K$0-$15.3K2026-11-09
Mather Group, Llc.
CLOSED0521-521-100%$13.6K$0-$13.6K2026-10-14
Asset Dedication, LLC
CLOSED0433-433-100%$11.3K$0-$11.3K2026-11-03
Signature Resources Capital Management, LLC
CLOSED0406-406-100%$10.6K$0-$10.6K2026-10-16
Global Trust Asset Management, LLC
CLOSED0300-300-100%$7.8K$0-$7.8K2026-10-19
Tounjian Advisory Partners, LLC
CLOSED0275-275-100%$7.2K$0-$7.2K2026-11-04
Pinnacle Bancorp, Inc.
CLOSED090-90-100%$2.4K$0-$2.4K2026-10-21
Bank of Montreal
CLOSED090-90-100%$2.4K$0-$2.4K2026-11-09
JFS Wealth Advisors, LLC
CLOSED051-51-100%$1.3K$0-$1.3K2026-11-03
Bessemer Group Inc
CLOSED043-43-100%$1$0-$12026-11-09
Sunrise Financial Services, LLC
CLOSED030-30-100%$785$0-$7852026-10-21
Highland Investment Advisors LLC
CLOSED024-24-100%$631$0-$6312026-11-09
Quest 10 Wealth Builders, Inc.
CLOSED04-4-100%$105$0-$1052026-11-02
CoreCap Advisors, LLC
CLOSED01-1-100%$25$0-$252026-10-08
Signaturefd, LLC
CLOSED000—$4$0-$42026-10-23
Focus Partners Wealth
N/A—3,366,656-3,366,656-100%$88.1M———
Prudential Financial Inc
N/A—2,011,875-2,011,875-100%$52.6M———
Great OAK Capital Partners, LLC
N/A—1,081,514-1,081,514-100%$28.7M———
Rather & Kittrell, Inc.
N/A—1,008,922-1,008,922-100%$26.4M———
Beacon Pointe Advisors, LLC
N/A—936,661-936,661-100%$24.5M———
Sequoia Financial Advisors, LLC
N/A—757,577-757,577-100%$19.8M———
LRI Investments, LLC
N/A—518,972-518,972-100%$13.6M———
Jackson Thornton Wealth Management, LLC
N/A—502,097-502,097-100%$13.1M———
Pathstone Holdings, LLC
N/A—470,402-470,402-100%$12.3M———
Focus Partners Advisor Solutions, LLC
N/A—451,563-451,563-100%$11.8M———
Pinney & Scofield, Inc.
N/A—439,581-439,581-100%$11.5M———
Satovsky Asset Management LLC
N/A—435,281-435,281-100%$11.4M———
Raymond James Financial Inc
N/A—420,815-420,815-100%$11.0M———
Betterment LLC
N/A—405,281-405,281-100%$10.6M———
Crestmont Private Wealth LLC
N/A—390,810-390,810-100%$10.2M———
Moneta Group Investment Advisors LLC
N/A—332,365-332,365-100%$8.7M———
D. E. Shaw & Co., Inc.
N/A—323,800-323,800-100%$8.5M———
Curio Wealth, LLC
N/A—300,258-300,258-100%$7.9M———
Beaird Harris Wealth Management, LLC
N/A—258,386-258,386-100%$6.8M———
Private Advisor Group, LLC
N/A—256,111-256,111-100%$6.7M———
Northwestern Mutual Wealth Management Co
N/A—233,218-233,218-100%$6.1M———
Integrity Wealth Solutions LLC
N/A—231,797-231,797-100%$6.1M———
Seneschal Advisors, LLC
N/A—216,478-216,478-100%$5.7M———
Arcadia Wealth Management, Inc.
N/A—193,909-193,909-100%$5.1M———
Mercer Global Advisors Inc
N/A—184,946-184,946-100%$4.8M———
Professional Financial Solutions LLC
N/A—184,840-184,840-100%$4.8M———
Disciplined Investments, LLC
N/A—178,662-178,662-100%$4.7M———
AE Wealth Management LLC
N/A—178,564-178,564-100%$4.7M———
Envestnet Asset Management Inc
N/A—174,214-174,214-100%$4.6M———
Ruedi Wealth Management, Inc.
N/A—172,857-172,857-100%$4.5M———
MML Investors Services, LLC
N/A—156,587-156,587-100%$4.1M———
Integrated Wealth Concepts LLC
N/A—153,121-153,121-100%$4.0M———
Osaic Holdings, Inc.
N/A—120,455-120,455-100%$3.2M———
Note Advisors, LLC
N/A—114,242-114,242-100%$3.0M———
Renaissance Technologies LLC
N/A—110,900-110,900-100%$2.9M———
Northern Trust Corp
N/A—108,349-108,349-100%$2.8M———
Applied Capital LLC
N/A—103,831-103,831-100%$2.7M———
CarsonAllaria Wealth Management, Ltd.
N/A—99,348-99,348-100%$2.6M———
FMB Wealth Management
N/A—96,325-96,325-100%$2.5M———
Royal Bank of Canada
N/A—84,518-84,518-100%$2.2M———
Trailhead Planners LLC
N/A—84,136-84,136-100%$2.2M———
SageView Advisory Group, LLC
N/A—76,855-76,855-100%$2.0M———
AssuredPartners Investment Advisors, LLC
N/A—68,536-68,536-100%$1.8M———
WPWealth LLP
N/A—54,709-54,709-100%$1.4M———
Sanctuary Advisors, LLC
N/A—53,343-53,343-100%$1.4M———
Wealthspire Advisors, LLC
N/A—50,928-50,928-100%$1.3M———
NewEdge Advisors, LLC
N/A—50,701-50,701-100%$1.3M———
Vantage Point Financial LLC
N/A—50,540-50,540-100%$1.3M———
Arkadios Wealth Advisors
N/A—48,924-48,924-100%$1.3M———
SEI Investments Co
N/A—42,682-42,682-100%$1.1M———
Tower Research Capital LLC (TRC)
N/A—41,216-41,216-100%$1.1M———
Susquehanna International Group, LLP
N/A—39,441-39,441-100%$1.0M———
Stokes Family Office, LLC
N/A—37,956-37,956-100%$992.9K———
Forum Private Client Group LLC
N/A—37,909-37,909-100%$991.7K———
Strategic Investment Solutions, Inc.
N/A—35,041-35,041-100%$916.7K———
Advisory Alpha, LLC
N/A—33,777-33,777-100%$883.6K———
Aegis Wealth Management LLC
N/A—31,776-31,776-100%$831.3K———
Lakeridge Wealth Management LLC
N/A—31,081-31,081-100%$813.1K———
Atlantic Union Bankshares Corp
N/A—28,889-28,889-100%$755.7K———
Caprock Group, LLC
N/A—27,988-27,988-100%$732.2K———
Parkwoods Wealth Partners, LLC
N/A—27,466-27,466-100%$718.5K———
Quantinno Capital Management LP
N/A—27,071-27,071-100%$708.2K———
American Investment Services, Inc.
N/A—23,943-23,943-100%$626.3K———
Raffa Wealth Management, LLC
N/A—22,282-22,282-100%$582.9K———
Mariner, LLC
N/A—21,209-21,209-100%$554.8K———
Arax Advisory Partners
N/A—20,903-20,903-100%$546.8K———
Broadhurst Jeffrey B
N/A—20,800-20,800-100%$544.1K———
Cerity Partners LLC
N/A—19,252-19,252-100%$504.0K———
Capstone Wealth Management, Inc.
N/A—17,705-17,705-100%$467.1K———
WorthPointe, LLC
N/A—16,305-16,305-100%$426.5K———
AQR Capital Management LLC
N/A—13,724-13,724-100%$359.0K———
Sanchez Levi Garrett
N/A—13,695-13,695-100%$358.3K———
Wealthspan Partners, LLC
N/A—13,197-13,197-100%$345.2K———
NorthRock Partners, LLC
N/A—11,589-11,589-100%$303.2K———
HRT Financial LP
N/A—11,492-11,492-100%$300.0K———
Mitchell Mcleod Pugh & Williams Inc
N/A—11,376-11,376-100%$297.6K———
Nalls Sherbakoff Group, LLC
N/A—11,273-11,273-100%$294.9K———
Medallion Wealth Advisors, LLC
N/A—10,825-10,825-100%$283.2K———
V2 Financial group LLC
N/A—10,496-10,496-100%$274.6K———
Noble Wealth Partners LLC
N/A—10,490-10,490-100%$274.4K———
JPMorgan Chase & Co
N/A—9,439-9,439-100%$251.4K———
Virtu Financial LLC
N/A—9,261-9,261-100%$242.0K———
Chevy Chase Trust Holdings, LLC
N/A—8,984-8,984-100%$235.0K———
Cresset Asset Management, LLC
N/A—8,640-8,640-100%$226.0K———
Two Sigma Securities, LLC
N/A—8,484-8,484-100%$221.9K———
Stifel Financial Corp
N/A—7,856-7,856-100%$205.5K———
Qube Research & Technologies Ltd
N/A—7,620-7,620-100%$199.3K———
Global Retirement Partners, LLC
N/A—7,400-7,400-100%$193.6K———
Frazier Financial Advisors, LLC
N/A—5,914-5,914-100%$154.7K———
Steward Partners Investment Advisory, LLC
N/A—5,008-5,008-100%$131.0K———
Jones Financial Companies Lllp
N/A—2,634-2,634-100%$70.4K———
Rialto Wealth Management, LLC
N/A—1,927-1,927-100%$50.4K———
Bogart Wealth, LLC
N/A—1,697-1,697-100%$44.4K———
IMA Advisory Services, Inc.
N/A—1,688-1,688-100%$44.2K———
Keating Financial Advisory Services, Inc.
N/A—1,000-1,000-100%$26.2K———
Sittner & Nelson, LLC
N/A—877-877-100%$22.9K———
Morgan Stanley
N/A—797-797-100%$20.9K———
Orion Capital Management LLC
N/A—719-719-100%$18.8K———
VSM Wealth Advisory, LLC
N/A—451-451-100%$11.8K———
JDM Financial Group LLC
N/A—350-350-100%$9.2K———
Dunhill Financial, LLC
N/A—153-153-100%$4.0K———
Integrity Financial Corp
N/A—49-49-100%$1.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—7-7-100%$190———
UBS Group AG
N/A—2-2-100%$52———
ST Germain D J Co Inc
N/A—1-1-100%$18———
Showing 303 of 303 institutions