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Dimensional US High Profi ET (DUHP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Opus Capital Group, LLC
INCREASED
Shares552,125 from 549,188
Change+2,937 (+1%)
Value$23.1M (+$222.0K)
Filed 2026-10-30
Shore Point Advisors, LLC
INCREASED
Shares221,126 from 212,882
Change+8,244 (+4%)
Value$7.6M (+$408.5K)
Filed 2026-10-14
Oder Investment Management, LLC
INCREASED
Shares21,762 from 21,548
Change+214 (+1%)
Value$912.1K (+$12.9K)
Filed 2026-11-09
Navigoe, LLC
UNCHANGED
Shares11,680 from 11,680
Change0 (0%)
Value$489.0K (+$2.0K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares10,965 from 10,964
Change+1 (+0%)
Value$465.0K (+$7.5K)
Filed 2026-10-16
Tufton Capital Management
INCREASED
Shares10,067 from 7,770
Change+2,297 (+30%)
Value$421.0K (+$97.0K)
Filed 2026-10-20
Geneos Wealth Management Inc.
INCREASED
Shares4,699 from 880
Change+3,819 (+434%)
Value$196.9K (+$160.2K)
Filed 2026-11-09
Kings Path Partners LLC
INCREASED
Shares287 from 280
Change+7 (+3%)
Value$12.0K (+$344)
Filed 2026-10-21
Compass Financial Management LLC
NEW
Shares34
Change+34
Value$1.4K
Filed 2026-10-30
LAM Group, Inc.
DECREASED
Shares30 from 35
Change-5 (-14%)
Value$1.3K (-$204)
Filed 2026-10-26
Forum Financial Management, LP
CLOSED
Shares0 from 8,669,488
Change-8,669,488 (-100%)
Value$0 (-$361.8M)
Filed 2026-10-16
Apella Capital, LLC
CLOSED
Shares0 from 4,123,403
Change-4,123,403 (-100%)
Value$0 (-$171.1M)
Filed 2026-10-08
Allworth Financial LP
CLOSED
Shares0 from 3,613,141
Change-3,613,141 (-100%)
Value$0 (-$150.8M)
Filed 2026-11-06
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 3,354,088
Change-3,354,088 (-100%)
Value$0 (-$140.0M)
Filed 2026-10-30
Foster Group, Inc.
CLOSED
Shares0 from 3,144,475
Change-3,144,475 (-100%)
Value$0 (-$131.2M)
Filed 2026-10-13
Assetmark, Inc
CLOSED
Shares0 from 3,078,885
Change-3,078,885 (-100%)
Value$0 (-$128.5M)
Filed 2026-10-21
Petersen Hastings Wealth Advisors Inc.
CLOSED
Shares0 from 3,014,121
Change-3,014,121 (-100%)
Value$0 (-$125.8M)
Filed 2026-10-27
Bank of Montreal
CLOSED
Shares0 from 2,871,276
Change-2,871,276 (-100%)
Value$0 (-$119.8M)
Filed 2026-11-09
Park Avenue Securities LLC
CLOSED
Shares0 from 2,647,486
Change-2,647,486 (-100%)
Value$0 (-$110.5M)
Filed 2026-10-26
RW Investment Management LLC
CLOSED
Shares0 from 2,644,596
Change-2,644,596 (-100%)
Value$0 (-$110.4M)
Filed 2026-11-03
Aprio Wealth Management, LLC
CLOSED
Shares0 from 2,354,573
Change-2,354,573 (-100%)
Value$0 (-$98.3M)
Filed 2026-10-28
HB Wealth Management, LLC
CLOSED
Shares0 from 2,227,918
Change-2,227,918 (-100%)
Value$0 (-$93.0M)
Filed 2026-10-23
Financial Consulate, Inc
CLOSED
Shares0 from 2,109,650
Change-2,109,650 (-100%)
Value$0 (-$88.0M)
Filed 2026-10-23
HighTower Advisors, LLC
CLOSED
Shares0 from 2,089,651
Change-2,089,651 (-100%)
Value$0 (-$87.2M)
Filed 2026-11-10
Savant Capital, LLC
CLOSED
Shares0 from 1,938,510
Change-1,938,510 (-100%)
Value$0 (-$81.5M)
Filed 2026-11-06
Root Financial Partners, LLC
CLOSED
Shares0 from 1,893,297
Change-1,893,297 (-100%)
Value$0 (-$79.0M)
Filed 2026-10-21
Vise Technologies, Inc.
CLOSED
Shares0 from 1,846,253
Change-1,846,253 (-100%)
Value$0 (-$77.0M)
Filed 2026-10-29
High Probability Advisors, LLC
CLOSED
Shares0 from 1,609,605
Change-1,609,605 (-100%)
Value$0 (-$67.2M)
Filed 2026-10-19
Clearstead Advisors, LLC
CLOSED
Shares0 from 1,364,264
Change-1,364,264 (-100%)
Value$0 (-$56.9M)
Filed 2026-11-06
Retirement Solution LLC
CLOSED
Shares0 from 1,299,677
Change-1,299,677 (-100%)
Value$0 (-$54.2M)
Filed 2026-10-27
Leading Edge Financial Planning LLC
CLOSED
Shares0 from 1,286,243
Change-1,286,243 (-100%)
Value$0 (-$53.7M)
Filed 2026-10-23
Symmetry Partners, LLC
CLOSED
Shares0 from 1,263,811
Change-1,263,811 (-100%)
Value$0 (-$52.7M)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
CLOSED
Shares0 from 1,236,979
Change-1,236,979 (-100%)
Value$0 (-$51.6M)
Filed 2026-10-16
Market Street Wealth Management Advisors LLC
CLOSED
Shares0 from 1,218,192
Change-1,218,192 (-100%)
Value$0 (-$50.8M)
Filed 2026-10-09
Burton Enright Welch
CLOSED
Shares0 from 1,194,965
Change-1,194,965 (-100%)
Value$0 (-$49.9M)
Filed 2026-11-04
Meredith Wealth Planning
CLOSED
Shares0 from 1,189,266
Change-1,189,266 (-100%)
Value$0 (-$49.6M)
Filed 2026-10-14
Millburn Ridgefield LLC
CLOSED
Shares0 from 1,172,200
Change-1,172,200 (-100%)
Value$0 (-$48.9M)
Filed 2026-11-06
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 1,172,200
Change-1,172,200 (-100%)
Value$0 (-$48.9M)
Filed 2026-11-02
Greenspring Advisors, LLC
CLOSED
Shares0 from 1,171,057
Change-1,171,057 (-100%)
Value$0 (-$48.9M)
Filed 2026-11-05
Phillips Financial Management, LLC
CLOSED
Shares0 from 1,166,460
Change-1,166,460 (-100%)
Value$0 (-$48.7M)
Filed 2026-10-19
Harbour Investments, Inc.
CLOSED
Shares0 from 1,140,749
Change-1,140,749 (-100%)
Value$0 (-$47.6M)
Filed 2026-11-09
Freedom Investment Management, Inc.
CLOSED
Shares0 from 1,124,058
Change-1,124,058 (-100%)
Value$0 (-$46.9M)
Filed 2026-11-09
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 1,118,988
Change-1,118,988 (-100%)
Value$0 (-$46.2M)
Filed 2026-10-27
Fulton Bank, N.A.
CLOSED
Shares0 from 1,100,692
Change-1,100,692 (-100%)
Value$0 (-$45.9M)
Filed 2026-10-14
Timonier Family Office, Ltd.
CLOSED
Shares0 from 1,072,005
Change-1,072,005 (-100%)
Value$0 (-$44.7M)
Filed 2026-11-03
Farther Finance Advisors, LLC
CLOSED
Shares0 from 910,279
Change-910,279 (-100%)
Value$0 (-$38.0M)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 898,765
Change-898,765 (-100%)
Value$0 (-$37.6M)
Filed 2026-10-13
Hippocratic Financial Advisors, LLC
CLOSED
Shares0 from 864,360
Change-864,360 (-100%)
Value$0 (-$36.1M)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
CLOSED
Shares0 from 863,227
Change-863,227 (-100%)
Value$0 (-$36.0M)
Filed 2026-10-29
Woodward Financial Advisors, Inc.
CLOSED
Shares0 from 858,310
Change-858,310 (-100%)
Value$0 (-$35.8M)
Filed 2026-10-19
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 853,116
Change-853,116 (-100%)
Value$0 (-$35.6M)
Filed 2026-10-13
United Wealth Management, LLC
CLOSED
Shares0 from 788,373
Change-788,373 (-100%)
Value$0 (-$32.9M)
Filed 2026-10-30
True Wealth Design, LLC
CLOSED
Shares0 from 784,807
Change-784,807 (-100%)
Value$0 (-$32.7M)
Filed 2026-10-13
Stolz & Associates, PS
CLOSED
Shares0 from 763,427
Change-763,427 (-100%)
Value$0 (-$31.9M)
Filed 2026-11-05
LPL Financial LLC
CLOSED
Shares0 from 724,151
Change-724,151 (-100%)
Value$0 (-$30.2M)
Filed 2026-11-06
LVZ, Inc.
CLOSED
Shares0 from 700,148
Change-700,148 (-100%)
Value$0 (-$29.2M)
Filed 2026-10-20
Discipline Wealth Solutions, LLC
CLOSED
Shares0 from 694,265
Change-694,265 (-100%)
Value$0 (-$29.0M)
Filed 2026-10-14
Arlington Financial Advisors, LLC
CLOSED
Shares0 from 692,349
Change-692,349 (-100%)
Value$0 (-$28.9M)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 691,936
Change-691,936 (-100%)
Value$0 (-$28.9M)
Filed 2026-10-27
Sterling Wealth Management, Inc.
CLOSED
Shares0 from 670,845
Change-670,845 (-100%)
Value$0 (-$28.0M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 664,486
Change-664,486 (-100%)
Value$0 (-$27.7M)
Filed 2026-11-02
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 661,497
Change-661,497 (-100%)
Value$0 (-$24.3M)
Filed 2026-10-13
Integrity Alliance, Llc.
CLOSED
Shares0 from 639,416
Change-639,416 (-100%)
Value$0 (-$26.7M)
Filed 2026-10-29
Three Arch Wealth Management LLC
CLOSED
Shares0 from 625,157
Change-625,157 (-100%)
Value$0 (-$26.1M)
Filed 2026-10-20
Lutz Financial Services LLC
CLOSED
Shares0 from 609,075
Change-609,075 (-100%)
Value$0 (-$25.4M)
Filed 2026-11-06
Master's Wealth Management Inc.
CLOSED
Shares0 from 602,549
Change-602,549 (-100%)
Value$0 (-$25.1M)
Filed 2026-10-22
Elser Financial Planning, Inc
CLOSED
Shares0 from 589,420
Change-589,420 (-100%)
Value$0 (-$24.6M)
Filed 2026-10-16
Oceanside Advisors LLC
CLOSED
Shares0 from 584,073
Change-584,073 (-100%)
Value$0 (-$24.4M)
Filed 2026-11-03
Foundry Financial LLC
CLOSED
Shares0 from 557,469
Change-557,469 (-100%)
Value$0 (-$23.3M)
Filed 2026-10-16
G2 Capital Management, LLC / OH
CLOSED
Shares0 from 555,479
Change-555,479 (-100%)
Value$0 (-$23.2M)
Filed 2026-10-23
Midwest Heritage Bank, FSB
CLOSED
Shares0 from 533,313
Change-533,313 (-100%)
Value$0 (-$22.3M)
Filed 2026-10-26
Tassel Capital Management, Inc.
CLOSED
Shares0 from 510,521
Change-510,521 (-100%)
Value$0 (-$21.3M)
Filed 2026-10-20
Legacy Financial Group, Inc.
CLOSED
Shares0 from 509,323
Change-509,323 (-100%)
Value$0 (-$21.3M)
Filed 2026-10-21
Mills Wealth Advisors LLC
CLOSED
Shares0 from 502,699
Change-502,699 (-100%)
Value$0 (-$21.0M)
Filed 2026-10-22
MB Generational Wealth, LLC
CLOSED
Shares0 from 498,720
Change-498,720 (-100%)
Value$0 (-$20.8M)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 492,776
Change-492,776 (-100%)
Value$0 (-$20.6M)
Filed 2026-11-02
Scratch Capital LLC
CLOSED
Shares0 from 483,926
Change-483,926 (-100%)
Value$0 (-$20.2M)
Filed 2026-11-02
Tandemgrowth Financial Advisors LLC
CLOSED
Shares0 from 480,387
Change-480,387 (-100%)
Value$0 (-$20.0M)
Filed 2026-11-05
Burk Holdings LLC
CLOSED
Shares0 from 470,037
Change-470,037 (-100%)
Value$0 (-$19.6M)
Filed 2026-11-05
Syverson Strege & Co
CLOSED
Shares0 from 458,250
Change-458,250 (-100%)
Value$0 (-$19.1M)
Filed 2026-11-02
Wealth Advisors Northwest LLC
CLOSED
Shares0 from 454,027
Change-454,027 (-100%)
Value$0 (-$18.9M)
Filed 2026-10-29
Hutchinson Capital Management
CLOSED
Shares0 from 451,548
Change-451,548 (-100%)
Value$0 (-$18.8M)
Filed 2026-11-09
Level Financial Advisors
CLOSED
Shares0 from 435,560
Change-435,560 (-100%)
Value$0 (-$18.2M)
Filed 2026-10-13
Financial Harvest, LLC
CLOSED
Shares0 from 424,477
Change-424,477 (-100%)
Value$0 (-$17.7M)
Filed 2026-10-15
Foundation Wealth Management, Llc\pa
CLOSED
Shares0 from 417,293
Change-417,293 (-100%)
Value$0 (-$17.4M)
Filed 2026-10-14
TCP Asset Management, LLC
CLOSED
Shares0 from 411,800
Change-411,800 (-100%)
Value$0 (-$17.2M)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 399,989
Change-399,989 (-100%)
Value$0 (-$16.7M)
Filed 2026-10-23
Pinnacle Associates LTD
CLOSED
Shares0 from 399,989
Change-399,989 (-100%)
Value$0 (-$16.7M)
Filed 2026-10-20
Austin Asset Management Co Inc
CLOSED
Shares0 from 396,161
Change-396,161 (-100%)
Value$0 (-$16.5M)
Filed 2026-10-29
Entrust Financial LLC
CLOSED
Shares0 from 393,725
Change-393,725 (-100%)
Value$0 (-$16.4M)
Filed 2026-11-04
25 LLC
CLOSED
Shares0 from 392,450
Change-392,450 (-100%)
Value$0 (-$16.4M)
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
CLOSED
Shares0 from 379,331
Change-379,331 (-100%)
Value$0 (-$15.8M)
Filed 2026-11-05
Gemmer Asset Management LLC
CLOSED
Shares0 from 378,691
Change-378,691 (-100%)
Value$0 (-$15.8M)
Filed 2026-10-16
Matauro, LLC
CLOSED
Shares0 from 374,021
Change-374,021 (-100%)
Value$0 (-$15.6M)
Filed 2026-11-03
Parkshore Wealth Management, Inc.
CLOSED
Shares0 from 372,203
Change-372,203 (-100%)
Value$0 (-$15.5M)
Filed 2026-10-13
Riverchase Wealth Management, LLC
CLOSED
Shares0 from 368,577
Change-368,577 (-100%)
Value$0 (-$15.4M)
Filed 2026-10-28
Aspen Private Advisors, LLC
CLOSED
Shares0 from 351,240
Change-351,240 (-100%)
Value$0 (-$14.7M)
Filed 2026-10-27
Heritage Wealth Management, Inc. s
CLOSED
Shares0 from 346,325
Change-346,325 (-100%)
Value$0 (-$14.5M)
Filed 2026-11-06
Claris Advisors, LLC / MO /
CLOSED
Shares0 from 342,901
Change-342,901 (-100%)
Value$0 (-$14.3M)
Filed 2026-11-10
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 332,562
Change-332,562 (-100%)
Value$0 (-$13.9M)
Filed 2026-10-29
Websterrogers Financial Advisors, LLC
CLOSED
Shares0 from 331,798
Change-331,798 (-100%)
Value$0 (-$13.8M)
Filed 2026-11-02
Family Wealth Partners, LLC
CLOSED
Shares0 from 320,624
Change-320,624 (-100%)
Value$0 (-$13.4M)
Filed 2026-10-20
DWR Wealth Management, LLC
CLOSED
Shares0 from 319,146
Change-319,146 (-100%)
Value$0 (-$13.2M)
Filed 2026-10-13
Abel Hall, LLC
CLOSED
Shares0 from 293,852
Change-293,852 (-100%)
Value$0 (-$12.3M)
Filed 2026-10-19
Silver OAK Wealth Advisors Services, LLC
CLOSED
Shares0 from 292,388
Change-292,388 (-100%)
Value$0 (-$12.2M)
Filed 2026-11-09
Kaufman Rossin Wealth, LLC
CLOSED
Shares0 from 288,982
Change-288,982 (-100%)
Value$0 (-$12.1M)
Filed 2026-10-19
Weinberger Asset Management, Inc
CLOSED
Shares0 from 288,943
Change-288,943 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-28
RFG Advisory, LLC
CLOSED
Shares0 from 283,699
Change-283,699 (-100%)
Value$0 (-$11.8M)
Filed 2026-11-03
Index Fund Advisors, Inc.
CLOSED
Shares0 from 279,330
Change-279,330 (-100%)
Value$0 (-$11.7M)
Filed 2026-11-05
Vestment Financial LLC
CLOSED
Shares0 from 266,963
Change-266,963 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-13
RCS Financial Planning, LLC
CLOSED
Shares0 from 266,126
Change-266,126 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-14
Sollinda Capital Management LLC
CLOSED
Shares0 from 265,378
Change-265,378 (-100%)
Value$0 (-$11.1M)
Filed 2026-11-09
CSP Financial Group, LLC
CLOSED
Shares0 from 257,260
Change-257,260 (-100%)
Value$0 (-$10.7M)
Filed 2026-10-26
Warburton Capital Management, LLC
CLOSED
Shares0 from 256,447
Change-256,447 (-100%)
Value$0 (-$10.7M)
Filed 2026-11-06
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 245,841
Change-245,841 (-100%)
Value$0 (-$10.3M)
Filed 2026-10-13
Kestra Advisory Services, LLC
CLOSED
Shares0 from 245,417
Change-245,417 (-100%)
Value$0 (-$10.2M)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 245,359
Change-245,359 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-15
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 239,033
Change-239,033 (-100%)
Value$0 (-$10.0M)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 235,557
Change-235,557 (-100%)
Value$0 (-$9.8M)
Filed 2026-10-13
Lynch Investment Planning, LLC
CLOSED
Shares0 from 232,664
Change-232,664 (-100%)
Value$0 (-$9.7M)
Filed 2026-10-27
M Holdings Securities, Inc.
CLOSED
Shares0 from 231,062
Change-231,062 (-100%)
Value$0 (-$9.6M)
Filed 2026-11-03
Cardiff Park Advisors, LLC
CLOSED
Shares0 from 220,492
Change-220,492 (-100%)
Value$0 (-$9.2M)
Filed 2026-11-09
Archford Capital Strategies, LLC
CLOSED
Shares0 from 213,883
Change-213,883 (-100%)
Value$0 (-$8.9M)
Filed 2026-10-19
Crown Wealth Group, LLC
CLOSED
Shares0 from 209,310
Change-209,310 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-19
Tableaux LLC
CLOSED
Shares0 from 204,521
Change-204,521 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 195,348
Change-195,348 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 189,892
Change-189,892 (-100%)
Value$0 (-$7.9M)
Filed 2026-10-16
AA Financial Advisors, LLC
CLOSED
Shares0 from 187,855
Change-187,855 (-100%)
Value$0 (-$7.8M)
Filed 2026-10-19
Security Financial Services, Inc.
CLOSED
Shares0 from 187,696
Change-187,696 (-100%)
Value$0 (-$7.8M)
Filed 2026-10-29
Emprise Bank
CLOSED
Shares0 from 183,892
Change-183,892 (-100%)
Value$0 (-$7.7M)
Filed 2026-10-07
Tortoise Investment Management, LLC
CLOSED
Shares0 from 180,837
Change-180,837 (-100%)
Value$0 (-$7.5M)
Filed 2026-11-06
Vested Financial Planning, LLC
CLOSED
Shares0 from 175,990
Change-175,990 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-28
Waycross Investment Management Co
CLOSED
Shares0 from 174,485
Change-174,485 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
CLOSED
Shares0 from 174,460
Change-174,460 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-19
BluePrint Investing LLC
CLOSED
Shares0 from 167,297
Change-167,297 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-14
Layline Advisors, LLC
CLOSED
Shares0 from 166,295
Change-166,295 (-100%)
Value$0 (-$6.9M)
Filed 2026-11-02
Kooman & Associates
CLOSED
Shares0 from 162,967
Change-162,967 (-100%)
Value$0 (-$6.8M)
Filed 2026-10-21
HMV Wealth Advisors, LLC
CLOSED
Shares0 from 160,005
Change-160,005 (-100%)
Value$0 (-$6.7M)
Filed 2026-10-27
Aspen Wealth Management LLC
CLOSED
Shares0 from 157,779
Change-157,779 (-100%)
Value$0 (-$6.6M)
Filed 2026-10-14
Strathmore Capital Advisors, Inc.
CLOSED
Shares0 from 156,153
Change-156,153 (-100%)
Value$0 (-$6.5M)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 153,960
Change-153,960 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-15
Redw Wealth LLC
CLOSED
Shares0 from 152,395
Change-152,395 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-02
Robinson Smith Wealth Advisors LLC
CLOSED
Shares0 from 151,174
Change-151,174 (-100%)
Value$0 (-$6.3M)
Filed 2026-10-22
GEM Asset Management, LLC
CLOSED
Shares0 from 147,723
Change-147,723 (-100%)
Value$0 (-$6.2M)
Filed 2026-10-13
Waterfront Wealth Inc.
CLOSED
Shares0 from 143,462
Change-143,462 (-100%)
Value$0 (-$6.0M)
Filed 2026-11-03
Altiora Financial Group, LLC
CLOSED
Shares0 from 141,876
Change-141,876 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-04
Ullmann Wealth Partners Group, LLC
CLOSED
Shares0 from 138,456
Change-138,456 (-100%)
Value$0 (-$5.8M)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 136,464
Change-136,464 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-30
Kestra Investment Management, LLC
CLOSED
Shares0 from 128,485
Change-128,485 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-04
Integrity Investment Advisors, LLC
CLOSED
Shares0 from 127,757
Change-127,757 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-03
BetterWealth, LLC
CLOSED
Shares0 from 125,450
Change-125,450 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-15
Strategent Financial, LLC
CLOSED
Shares0 from 124,866
Change-124,866 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-30
Northwest Wealth Management, LLC
CLOSED
Shares0 from 124,314
Change-124,314 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-30
CPA Asset Management Group, LLC
CLOSED
Shares0 from 123,579
Change-123,579 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 118,730
Change-118,730 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-13
Creative Planning
CLOSED
Shares0 from 118,260
Change-118,260 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-02
AlTi Global, Inc.
CLOSED
Shares0 from 118,100
Change-118,100 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-09
City State Bank
CLOSED
Shares0 from 117,273
Change-117,273 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-20
Bdfs Capital LLC
CLOSED
Shares0 from 116,706
Change-116,706 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-14
PFG Advisors
CLOSED
Shares0 from 109,945
Change-109,945 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-16
Friday Financial
CLOSED
Shares0 from 106,557
Change-106,557 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-09
First Heartland Consultants, Inc.
CLOSED
Shares0 from 106,514
Change-106,514 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-08
Atria Investments, Inc
CLOSED
Shares0 from 106,446
Change-106,446 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-15
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 106,210
Change-106,210 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-26
Connecticut Capital Management Group, LLC
CLOSED
Shares0 from 103,342
Change-103,342 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-29
Live Oak Private Wealth LLC
CLOSED
Shares0 from 103,223
Change-103,223 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-02
Thayer Financial, L.L.C.
CLOSED
Shares0 from 102,539
Change-102,539 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-21
HBE Wealth Management, LLC
CLOSED
Shares0 from 101,467
Change-101,467 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-06
Evanson Financial, LLC
CLOSED
Shares0 from 98,271
Change-98,271 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-23
Torren Management, LLC
CLOSED
Shares0 from 97,411
Change-97,411 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 95,547
Change-95,547 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 94,243
Change-94,243 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-26
Summit Wealth Group, LLC
CLOSED
Shares0 from 88,776
Change-88,776 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-09
Two West Capital Advisors LLC
CLOSED
Shares0 from 86,766
Change-86,766 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-15
Intelligence Driven Advisers, LLC
CLOSED
Shares0 from 83,441
Change-83,441 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-09
XY Planning Network, Inc.
CLOSED
Shares0 from 79,964
Change-79,964 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-14
Signaturefd, LLC
CLOSED
Shares0 from 78,892
Change-78,892 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-23
Boyce & Associates Wealth Consulting, Inc.
CLOSED
Shares0 from 77,749
Change-77,749 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-14
Outbound Financial Inc
CLOSED
Shares0 from 77,529
Change-77,529 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-13
Mattern Capital Management, LLC
CLOSED
Shares0 from 76,310
Change-76,310 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-02
Nwam LLC
CLOSED
Shares0 from 76,160
Change-76,160 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-09
Investmark Advisory Group LLC
CLOSED
Shares0 from 74,430
Change-74,430 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-27
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 71,206
Change-71,206 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-28
Coston, McIsaac & Partners
CLOSED
Shares0 from 70,140
Change-70,140 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-06
Wolfstich Capital, LLC
CLOSED
Shares0 from 68,190
Change-68,190 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-14
Great Valley Advisor Group, Inc.
CLOSED
Shares0 from 65,370
Change-65,370 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-09
Approach Retirement Advisors, LLC
CLOSED
Shares0 from 64,079
Change-64,079 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-22
Kane Co Wealth Management, Inc.
CLOSED
Shares0 from 63,454
Change-63,454 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-04
Brookstone Capital Management
CLOSED
Shares0 from 63,390
Change-63,390 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-22
Accurate Wealth Management, LLC
CLOSED
Shares0 from 63,355
Change-63,355 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-20
RAM Investment Partners, LLC
CLOSED
Shares0 from 62,811
Change-62,811 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-21
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 61,259
Change-61,259 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-22
Citigroup Inc
CLOSED
Shares0 from 61,078
Change-61,078 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-04
Beacon Financial Advisory LLC
CLOSED
Shares0 from 57,482
Change-57,482 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-16
Cherrydale Wealth Management, LLC
CLOSED
Shares0 from 57,007
Change-57,007 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-20
Everest Financial Group LLC
CLOSED
Shares0 from 56,943
Change-56,943 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-06
Choreo, LLC
CLOSED
Shares0 from 56,891
Change-56,891 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-28
International Private Wealth Advisors LLC
CLOSED
Shares0 from 56,340
Change-56,340 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 55,780
Change-55,780 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-14
Merit Financial Group, LLC
CLOSED
Shares0 from 52,912
Change-52,912 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-06
Simplicity Wealth,LLC
CLOSED
Shares0 from 52,801
Change-52,801 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-23
Truist Financial Corp
CLOSED
Shares0 from 50,475
Change-50,475 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-30
Triad Wealth Partners, LLC
CLOSED
Shares0 from 49,678
Change-49,678 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-26
Maryland Capital Advisors Inc.
CLOSED
Shares0 from 48,974
Change-48,974 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-15
Andrews, Lucia Wealth Management LLC
CLOSED
Shares0 from 48,716
Change-48,716 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-02
Freedom Day Solutions, LLC
CLOSED
Shares0 from 48,009
Change-48,009 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-20
Global Financial Private Client, LLC
CLOSED
Shares0 from 47,833
Change-47,833 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-15
Mission Financial Group, LLC
CLOSED
Shares0 from 45,634
Change-45,634 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-21
K2 Financial Inc.
CLOSED
Shares0 from 45,256
Change-45,256 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-26
First Financial Group Corp
CLOSED
Shares0 from 45,129
Change-45,129 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-22
Donalies Financial Planning, LLC
CLOSED
Shares0 from 44,601
Change-44,601 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-19
Argyle Capital Partners, LLC
CLOSED
Shares0 from 43,544
Change-43,544 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-23
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 42,172
Change-42,172 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-20
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 41,665
Change-41,665 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-06
Lynx Investment Advisory
CLOSED
Shares0 from 40,769
Change-40,769 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-27
Hartmann Taylor Wealth Management, LLC
CLOSED
Shares0 from 39,814
Change-39,814 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 39,197
Change-39,197 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Hardy Reed LLC
CLOSED
Shares0 from 35,587
Change-35,587 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-06
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 34,029
Change-34,029 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-23
Madrid Wealth Management, LLC
CLOSED
Shares0 from 32,250
Change-32,250 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-23
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 30,589
Change-30,589 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
BIP Wealth, LLC
CLOSED
Shares0 from 30,394
Change-30,394 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
Herold Advisors, Inc.
CLOSED
Shares0 from 30,204
Change-30,204 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
FMR LLC
CLOSED
Shares0 from 29,913
Change-29,913 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-10
Venture Visionary Partners LLC
CLOSED
Shares0 from 29,197
Change-29,197 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-07
Brighton Jones LLC
CLOSED
Shares0 from 29,136
Change-29,136 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
SpringVest Wealth Management LLC
CLOSED
Shares0 from 26,714
Change-26,714 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 25,450
Change-25,450 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
Forteris Wealth Management Inc.
CLOSED
Shares0 from 24,306
Change-24,306 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-13
Modera Wealth Management, LLC
CLOSED
Shares0 from 23,122
Change-23,122 (-100%)
Value$0 (-$964.9K)
Filed 2026-10-28
Belleair Asset Management, LLC
CLOSED
Shares0 from 21,537
Change-21,537 (-100%)
Value$0 (-$898.7K)
Filed 2026-11-03
Mattern Wealth Management LLC
CLOSED
Shares0 from 21,087
Change-21,087 (-100%)
Value$0 (-$880.0K)
Filed 2026-11-04
Poinciana Advisors Group, LLC
CLOSED
Shares0 from 19,757
Change-19,757 (-100%)
Value$0 (-$824.5K)
Filed 2026-11-06
Pacific Asset Management, LLC
CLOSED
Shares0 from 19,588
Change-19,588 (-100%)
Value$0 (-$817.4K)
Filed 2026-10-15
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 19,016
Change-19,016 (-100%)
Value$0 (-$793.5K)
Filed 2026-10-16
Cascade Wealth Advisors, Inc
CLOSED
Shares0 from 18,993
Change-18,993 (-100%)
Value$0 (-$807.6K)
Filed 2026-11-09
Diversify Advisory Services, LLC
CLOSED
Shares0 from 18,751
Change-18,751 (-100%)
Value$0 (-$776.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 18,751
Change-18,751 (-100%)
Value$0 (-$776.1K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
CLOSED
Shares0 from 18,733
Change-18,733 (-100%)
Value$0 (-$781.7K)
Filed 2026-10-14
Gibraltar Capital Management, Inc.
CLOSED
Shares0 from 18,685
Change-18,685 (-100%)
Value$0 (-$779.7K)
Filed 2026-10-27
Factor Wealth Management LTD
CLOSED
Shares0 from 17,887
Change-17,887 (-100%)
Value$0 (-$746.4K)
Filed 2026-10-08
tru Independence LLC
CLOSED
Shares0 from 17,507
Change-17,507 (-100%)
Value$0 (-$730.6K)
Filed 2026-10-20
Aspiriant, LLC
CLOSED
Shares0 from 17,299
Change-17,299 (-100%)
Value$0 (-$721.9K)
Filed 2026-10-16
Lauterbach Financial Advisors, LLC
CLOSED
Shares0 from 17,048
Change-17,048 (-100%)
Value$0 (-$711.4K)
Filed 2026-10-21
Cogent Private Wealth, Inc.
CLOSED
Shares0 from 16,776
Change-16,776 (-100%)
Value$0 (-$700.1K)
Filed 2026-11-06
Shearwater Capital LLC
CLOSED
Shares0 from 16,574
Change-16,574 (-100%)
Value$0 (-$691.6K)
Filed 2026-10-13
Elevate Wealth Advisory, Inc
CLOSED
Shares0 from 16,341
Change-16,341 (-100%)
Value$0 (-$681.9K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 16,316
Change-16,316 (-100%)
Value$0 (-$680.9K)
Filed 2026-10-20
Csenge Advisory Group
CLOSED
Shares0 from 15,952
Change-15,952 (-100%)
Value$0 (-$665.7K)
Filed 2026-11-04
Stewardship Advisors, LLC
CLOSED
Shares0 from 15,471
Change-15,471 (-100%)
Value$0 (-$645.6K)
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 15,455
Change-15,455 (-100%)
Value$0 (-$644.9K)
Filed 2026-10-14
EnRich Financial Partners LLC
CLOSED
Shares0 from 15,138
Change-15,138 (-100%)
Value$0 (-$631.7K)
Filed 2026-10-21
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 14,841
Change-14,841 (-100%)
Value$0 (-$619.3K)
Filed 2026-11-06
Nova R Wealth, Inc.
CLOSED
Shares0 from 14,605
Change-14,605 (-100%)
Value$0 (-$609.5K)
Filed 2026-10-26
Lionshead Wealth Management, LLC
CLOSED
Shares0 from 14,581
Change-14,581 (-100%)
Value$0 (-$608.5K)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
CLOSED
Shares0 from 14,259
Change-14,259 (-100%)
Value$0 (-$595.0K)
Filed 2026-10-26
Clark Asset Management, LLC
CLOSED
Shares0 from 14,165
Change-14,165 (-100%)
Value$0 (-$591.1K)
Filed 2026-10-19
Fiduciary Alliance LLC
CLOSED
Shares0 from 14,074
Change-14,074 (-100%)
Value$0 (-$587.3K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
CLOSED
Shares0 from 13,930
Change-13,930 (-100%)
Value$0 (-$581.3K)
Filed 2026-11-02
ARK & TLK Investments, LLC
CLOSED
Shares0 from 13,788
Change-13,788 (-100%)
Value$0 (-$575.4K)
Filed 2026-10-20
AWM Capital, LLC
CLOSED
Shares0 from 13,492
Change-13,492 (-100%)
Value$0 (-$563.0K)
Filed 2026-10-16
Unison Advisors LLC
CLOSED
Shares0 from 13,372
Change-13,372 (-100%)
Value$0 (-$558.0K)
Filed 2026-10-29
Plancorp, LLC
CLOSED
Shares0 from 12,870
Change-12,870 (-100%)
Value$0 (-$535.1K)
Filed 2026-11-03
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 12,834
Change-12,834 (-100%)
Value$0 (-$535.6K)
Filed 2026-10-27
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 12,772
Change-12,772 (-100%)
Value$0 (-$533.0K)
Filed 2026-10-16
Global Trust Asset Management, LLC
CLOSED
Shares0 from 12,722
Change-12,722 (-100%)
Value$0 (-$530.9K)
Filed 2026-10-19
Werba Rubin Papier Wealth Management
CLOSED
Shares0 from 11,918
Change-11,918 (-100%)
Value$0 (-$497.3K)
Filed 2026-11-06
AlphaCore Capital LLC
CLOSED
Shares0 from 11,601
Change-11,601 (-100%)
Value$0 (-$484.1K)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
CLOSED
Shares0 from 11,512
Change-11,512 (-100%)
Value$0 (-$480.4K)
Filed 2026-10-22
Angeles Wealth Management, LLC
CLOSED
Shares0 from 11,478
Change-11,478 (-100%)
Value$0 (-$479.0K)
Filed 2026-10-26
Fifth Third Bancorp
CLOSED
Shares0 from 11,466
Change-11,466 (-100%)
Value$0 (-$478.5K)
Filed 2026-11-05
Heritage Investment Group, Inc.
CLOSED
Shares0 from 11,438
Change-11,438 (-100%)
Value$0 (-$477.3K)
Filed 2026-11-03
Rockbridge Investment Management, LCC
CLOSED
Shares0 from 10,860
Change-10,860 (-100%)
Value$0 (-$453.2K)
Filed 2026-11-10
Perigon Wealth Management, LLC
CLOSED
Shares0 from 10,852
Change-10,852 (-100%)
Value$0 (-$452.9K)
Filed 2026-10-22
Disciplined Equity Management, Inc.
CLOSED
Shares0 from 10,840
Change-10,840 (-100%)
Value$0 (-$452.4K)
Filed 2026-10-14
CX Institutional
CLOSED
Shares0 from 10,585
Change-10,585 (-100%)
Value$0 (-$442)
Filed 2026-10-02
Stenger Family Office, LLC
CLOSED
Shares0 from 10,277
Change-10,277 (-100%)
Value$0 (-$428.9K)
Filed 2026-10-22
Mission Wealth Management, LP
CLOSED
Shares0 from 10,224
Change-10,224 (-100%)
Value$0 (-$426.6K)
Filed 2026-10-15
Cogent Strategic Wealth LLC
CLOSED
Shares0 from 9,905
Change-9,905 (-100%)
Value$0 (-$413.3K)
Filed 2026-10-22
Belpointe Asset Management LLC
CLOSED
Shares0 from 9,700
Change-9,700 (-100%)
Value$0 (-$404.8K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
CLOSED
Shares0 from 9,700
Change-9,700 (-100%)
Value$0 (-$404.8K)
Filed 2026-11-09
55 North Private Wealth, LLC
CLOSED
Shares0 from 9,084
Change-9,084 (-100%)
Value$0 (-$379.1K)
Filed 2026-10-20
US Bancorp \de\
CLOSED
Shares0 from 9,027
Change-9,027 (-100%)
Value$0 (-$376.7K)
Filed 2026-11-05
Richard Young Associates, Ltd.
CLOSED
Shares0 from 8,982
Change-8,982 (-100%)
Value$0 (-$374.8K)
Filed 2026-11-03
RHL Group, LLC
CLOSED
Shares0 from 8,871
Change-8,871 (-100%)
Value$0 (-$372.6K)
Filed 2026-11-04
Aerodigm Wealth, LLC
CLOSED
Shares0 from 8,237
Change-8,237 (-100%)
Value$0 (-$343.7K)
Filed 2026-10-16
Capstone Wealth Management, LLC
CLOSED
Shares0 from 8,017
Change-8,017 (-100%)
Value$0 (-$334.5K)
Filed 2026-11-02
Squire Investment Management Company, LLC
CLOSED
Shares0 from 7,932
Change-7,932 (-100%)
Value$0 (-$331.0K)
Filed 2026-11-03
Clarity Capital Advisors, LLC
CLOSED
Shares0 from 7,804
Change-7,804 (-100%)
Value$0 (-$325.6K)
Filed 2026-10-27
Wedmont Private Capital
CLOSED
Shares0 from 7,573
Change-7,573 (-100%)
Value$0 (-$317.1K)
Filed 2026-10-09
Dixon Fnancial Services, Inc.
CLOSED
Shares0 from 7,546
Change-7,546 (-100%)
Value$0 (-$314.9K)
Filed 2026-10-23
Kachkovsky & Fisher, Inc.
CLOSED
Shares0 from 7,291
Change-7,291 (-100%)
Value$0 (-$304.2K)
Filed 2026-10-21
Avondale Wealth Management
CLOSED
Shares0 from 7,263
Change-7,263 (-100%)
Value$0 (-$303.1K)
Filed 2026-10-15
Oath Planning, LLC
CLOSED
Shares0 from 7,117
Change-7,117 (-100%)
Value$0 (-$297.0K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 7,068
Change-7,068 (-100%)
Value$0 (-$295.0K)
Filed 2026-11-06
Cutler Investment Counsel LLC
CLOSED
Shares0 from 7,033
Change-7,033 (-100%)
Value$0 (-$293.5K)
Filed 2026-10-28
Bessemer Group Inc
CLOSED
Shares0 from 6,836
Change-6,836 (-100%)
Value$0 (-$285.0K)
Filed 2026-11-09
Aspire Private Capital, LLC
CLOSED
Shares0 from 6,788
Change-6,788 (-100%)
Value$0 (-$283.3K)
Filed 2026-11-05
Bank of New York Mellon Corp
CLOSED
Shares0 from 6,735
Change-6,735 (-100%)
Value$0 (-$281.1K)
Filed 2026-11-05
Facet Wealth, Inc.
CLOSED
Shares0 from 6,731
Change-6,731 (-100%)
Value$0 (-$280.9K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 6,638
Change-6,638 (-100%)
Value$0 (-$277.0K)
Filed 2026-11-06
Altman Advisors, Inc.
CLOSED
Shares0 from 6,628
Change-6,628 (-100%)
Value$0 (-$276.6K)
Filed 2026-11-05
Saxony Capital Management, LLC
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$271.2K)
Filed 2026-10-15
Thrive Wealth Management, LLC
CLOSED
Shares0 from 6,468
Change-6,468 (-100%)
Value$0 (-$269.9K)
Filed 2026-10-13
Rossby Financial, LCC
CLOSED
Shares0 from 6,369
Change-6,369 (-100%)
Value$0 (-$265.8K)
Filed 2026-11-05
Physician Wealth Solutions Inc.
CLOSED
Shares0 from 6,238
Change-6,238 (-100%)
Value$0 (-$260.3K)
Filed 2026-10-14
IFG Advisory, LLC
CLOSED
Shares0 from 6,193
Change-6,193 (-100%)
Value$0 (-$258.4K)
Filed 2026-11-09
American Capital Advisory, LLC
CLOSED
Shares0 from 6,060
Change-6,060 (-100%)
Value$0 (-$252.9K)
Filed 2026-10-28
Melfa Wealth Management, Inc.
CLOSED
Shares0 from 5,700
Change-5,700 (-100%)
Value$0 (-$237.9K)
Filed 2026-11-06
Generations Wealth, LLC
CLOSED
Shares0 from 5,611
Change-5,611 (-100%)
Value$0 (-$234.1K)
Filed 2026-11-09
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 5,469
Change-5,469 (-100%)
Value$0 (-$228.2K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 5,315
Change-5,315 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-21
Fisher Asset Management, LLC
CLOSED
Shares0 from 5,257
Change-5,257 (-100%)
Value$0 (-$219.4K)
Filed 2026-11-06
HighPoint Advisor Group LLC
CLOSED
Shares0 from 5,156
Change-5,156 (-100%)
Value$0 (-$215.1K)
Filed 2026-11-09
Focus Financial Network, Inc.
CLOSED
Shares0 from 5,134
Change-5,134 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-14
MGO One Seven LLC
CLOSED
Shares0 from 5,131
Change-5,131 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-28
Baker Boyer National Bank
CLOSED
Shares0 from 5,125
Change-5,125 (-100%)
Value$0 (-$213.9K)
Filed 2026-11-05
Elevated Financial Group LLC
CLOSED
Shares0 from 5,004
Change-5,004 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-16
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 4,960
Change-4,960 (-100%)
Value$0 (-$207.0K)
Filed 2026-11-05
Maseco LLP
CLOSED
Shares0 from 3,882
Change-3,882 (-100%)
Value$0 (-$162.0K)
Filed 2026-10-27
UMB Bank, n.a.
CLOSED
Shares0 from 3,367
Change-3,367 (-100%)
Value$0 (-$140.5K)
Filed 2026-11-06
Blair William & Co
CLOSED
Shares0 from 3,244
Change-3,244 (-100%)
Value$0 (-$135.4K)
Filed 2026-11-10
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 3,191
Change-3,191 (-100%)
Value$0 (-$133.2K)
Filed 2026-10-23
SJS Investment Consulting Inc.
CLOSED
Shares0 from 3,167
Change-3,167 (-100%)
Value$0 (-$132.2K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 2,876
Change-2,876 (-100%)
Value$0 (-$120.0K)
Filed 2026-11-03
Highland Investment Advisors LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$100.2K)
Filed 2026-11-09
Morse Asset Management, Inc
CLOSED
Shares0 from 2,258
Change-2,258 (-100%)
Value$0 (-$94.2K)
Filed 2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 2,206
Change-2,206 (-100%)
Value$0 (-$92.1K)
Filed 2026-10-07
Robinswood Financial LLC
CLOSED
Shares0 from 2,170
Change-2,170 (-100%)
Value$0 (-$90.6K)
Filed 2026-10-20
Fortitude Family Office, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$83.5K)
Filed 2026-10-14
Fairscale Capital, LLC
CLOSED
Shares0 from 1,572
Change-1,572 (-100%)
Value$0 (-$65.6K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 1,513
Change-1,513 (-100%)
Value$0 (-$63.1K)
Filed 2026-10-15
Hantz Financial Services, Inc.
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$52.0K)
Filed 2026-11-09
Asset Dedication, LLC
CLOSED
Shares0 from 1,198
Change-1,198 (-100%)
Value$0 (-$50.0K)
Filed 2026-11-03
Parallel Advisors, LLC
CLOSED
Shares0 from 1,187
Change-1,187 (-100%)
Value$0 (-$49.5K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 1,034
Change-1,034 (-100%)
Value$0 (-$43.1K)
Filed 2026-10-27
Oakworth Capital, Inc.
CLOSED
Shares0 from 990
Change-990 (-100%)
Value$0 (-$41.1K)
Filed 2026-10-26
Triumph Capital Management
CLOSED
Shares0 from 977
Change-977 (-100%)
Value$0 (-$40.8K)
Filed 2026-10-14
Hurley Capital, LLC
CLOSED
Shares0 from 968
Change-968 (-100%)
Value$0 (-$40.4K)
Filed 2026-11-05
Concord Wealth Partners
CLOSED
Shares0 from 922
Change-922 (-100%)
Value$0 (-$38.5K)
Filed 2026-11-02
Trust Co of Vermont
CLOSED
Shares0 from 873
Change-873 (-100%)
Value$0 (-$36.4K)
Filed 2026-10-21
Gleason Group, Inc.
CLOSED
Shares0 from 689
Change-689 (-100%)
Value$0 (-$28.7K)
Filed 2026-10-15
Lodestone Wealth Management LLC
CLOSED
Shares0 from 532
Change-532 (-100%)
Value$0 (-$22.2K)
Filed 2026-10-14
Montgomery Financial Services LLC
CLOSED
Shares0 from 526
Change-526 (-100%)
Value$0 (-$22.0K)
Filed 2026-11-03
Salomon & Ludwin, LLC
CLOSED
Shares0 from 524
Change-524 (-100%)
Value$0 (-$21.8K)
Filed 2026-10-29
DecisionPoint Financial, LLC
CLOSED
Shares0 from 430
Change-430 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 412
Change-412 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 376
Change-376 (-100%)
Value$0 (-$15.7K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$12.1K)
Filed 2026-11-05
Bfsg, LLC
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-30
West Financial Advisors, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-22
Versant Capital Management, Inc
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-02
Cranbrook Wealth Management, LLC
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-28
Pacific Center for Financial Services
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-15
Larson Financial Group LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-04
Creative Financial Designs Inc
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-13
Abound Wealth Management
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$709)
Filed 2026-11-02
CoreCap Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$27)
Filed 2026-10-08
Mercer Global Advisors Inc
N/A
Shares— from 51,655,115
Change-51,655,115 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 21,465,179
Change-21,465,179 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,256,614
Change-8,256,614 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,104,606
Change-4,104,606 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,851,505
Change-3,851,505 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,668,836
Change-2,668,836 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,100,442
Change-2,100,442 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,047,480
Change-2,047,480 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,989,330
Change-1,989,330 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,847,579
Change-1,847,579 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,745,434
Change-1,745,434 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,673,148
Change-1,673,148 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,499,680
Change-1,499,680 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,393,666
Change-1,393,666 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,344,748
Change-1,344,748 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,310,344
Change-1,310,344 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,164,049
Change-1,164,049 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,070,846
Change-1,070,846 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,024,210
Change-1,024,210 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 903,486
Change-903,486 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 850,842
Change-850,842 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 824,569
Change-824,569 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 783,936
Change-783,936 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 779,090
Change-779,090 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 767,921
Change-767,921 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 701,173
Change-701,173 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 695,197
Change-695,197 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 686,275
Change-686,275 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 647,840
Change-647,840 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 564,443
Change-564,443 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 548,221
Change-548,221 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 545,024
Change-545,024 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 538,358
Change-538,358 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 500,172
Change-500,172 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 499,261
Change-499,261 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 485,589
Change-485,589 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 479,061
Change-479,061 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 475,633
Change-475,633 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 468,852
Change-468,852 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 460,604
Change-460,604 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 445,044
Change-445,044 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 388,031
Change-388,031 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 375,308
Change-375,308 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 370,116
Change-370,116 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 366,690
Change-366,690 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 338,698
Change-338,698 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 338,368
Change-338,368 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 334,430
Change-334,430 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 319,502
Change-319,502 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 317,648
Change-317,648 (-100%)
Value—
Invst, LLC
N/A
Shares— from 296,689
Change-296,689 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 287,882
Change-287,882 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 265,683
Change-265,683 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 259,581
Change-259,581 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 256,848
Change-256,848 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 253,909
Change-253,909 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 252,333
Change-252,333 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 247,722
Change-247,722 (-100%)
Value—
Betterment LLC
N/A
Shares— from 242,967
Change-242,967 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 237,898
Change-237,898 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 231,104
Change-231,104 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 212,437
Change-212,437 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 207,790
Change-207,790 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 205,226
Change-205,226 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 202,826
Change-202,826 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 200,033
Change-200,033 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 192,898
Change-192,898 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 186,377
Change-186,377 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 178,294
Change-178,294 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 178,005
Change-178,005 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 174,112
Change-174,112 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 170,058
Change-170,058 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 153,521
Change-153,521 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 151,985
Change-151,985 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 139,787
Change-139,787 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 134,718
Change-134,718 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 122,817
Change-122,817 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 116,224
Change-116,224 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 114,587
Change-114,587 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 105,762
Change-105,762 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 104,340
Change-104,340 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 102,168
Change-102,168 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 92,820
Change-92,820 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 92,770
Change-92,770 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 92,401
Change-92,401 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 88,410
Change-88,410 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 85,227
Change-85,227 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 84,910
Change-84,910 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 84,487
Change-84,487 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 80,858
Change-80,858 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 80,157
Change-80,157 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 78,238
Change-78,238 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 75,513
Change-75,513 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 72,240
Change-72,240 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 70,686
Change-70,686 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 67,839
Change-67,839 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 64,294
Change-64,294 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 59,820
Change-59,820 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 59,085
Change-59,085 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 58,448
Change-58,448 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 56,675
Change-56,675 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 53,725
Change-53,725 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 47,476
Change-47,476 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 47,358
Change-47,358 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 46,293
Change-46,293 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 41,936
Change-41,936 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 39,162
Change-39,162 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 37,189
Change-37,189 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 36,357
Change-36,357 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 36,208
Change-36,208 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 35,935
Change-35,935 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 32,564
Change-32,564 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 32,234
Change-32,234 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 31,595
Change-31,595 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 30,606
Change-30,606 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 29,482
Change-29,482 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 29,398
Change-29,398 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 27,793
Change-27,793 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 24,621
Change-24,621 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 23,883
Change-23,883 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 22,509
Change-22,509 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 21,570
Change-21,570 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 21,456
Change-21,456 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 21,301
Change-21,301 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 21,223
Change-21,223 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 20,704
Change-20,704 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 19,343
Change-19,343 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,163
Change-19,163 (-100%)
Value—
&partners
N/A
Shares— from 19,118
Change-19,118 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 18,372
Change-18,372 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 16,368
Change-16,368 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 16,228
Change-16,228 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,975
Change-14,975 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,302
Change-14,302 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,188
Change-14,188 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 13,950
Change-13,950 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 13,420
Change-13,420 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 13,388
Change-13,388 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,763
Change-12,763 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,931
Change-11,931 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 11,278
Change-11,278 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 10,755
Change-10,755 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 10,711
Change-10,711 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 10,632
Change-10,632 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,212
Change-10,212 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,959
Change-9,959 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,515
Change-9,515 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 8,978
Change-8,978 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,951
Change-8,951 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,558
Change-7,558 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,791
Change-6,791 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,437
Change-6,437 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,954
Change-5,954 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,947
Change-4,947 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 885
Change-885 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 736
Change-736 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 461
Change-461 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 53
Change-53 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 0
Change0
Value—
Status
Opus Capital Group, LLC
INCREASED552,125549,188+2,937+1%$22.9M$23.1M+$222.0K2026-10-30
Shore Point Advisors, LLC
INCREASED221,126212,882+8,244+4%$7.2M$7.6M+$408.5K2026-10-14
Oder Investment Management, LLC
INCREASED21,76221,548+214+1%$899.2K$912.1K+$12.9K2026-11-09
Navigoe, LLC
UNCHANGED11,68011,68000%$487.0K$489.0K+$2.0K2026-11-04
IFP Advisors, Inc
INCREASED10,96510,964+1+0%$457.5K$465.0K+$7.5K2026-10-16
Tufton Capital Management
INCREASED10,0677,770+2,297+30%$324.0K$421.0K+$97.0K2026-10-20
Geneos Wealth Management Inc.
INCREASED4,699880+3,819+434%$36.7K$196.9K+$160.2K2026-11-09
Kings Path Partners LLC
INCREASED287280+7+3%$11.7K$12.0K+$3442026-10-21
Compass Financial Management LLC
NEW34—+34——$1.4K—2026-10-30
LAM Group, Inc.
DECREASED3035-5-14%$1.5K$1.3K-$2042026-10-26
Forum Financial Management, LP
CLOSED08,669,488-8,669,488-100%$361.8M$0-$361.8M2026-10-16
Apella Capital, LLC
CLOSED04,123,403-4,123,403-100%$171.1M$0-$171.1M2026-10-08
Allworth Financial LP
CLOSED03,613,141-3,613,141-100%$150.8M$0-$150.8M2026-11-06
TCI Wealth Advisors, Inc.
CLOSED03,354,088-3,354,088-100%$140.0M$0-$140.0M2026-10-30
Foster Group, Inc.
CLOSED03,144,475-3,144,475-100%$131.2M$0-$131.2M2026-10-13
Assetmark, Inc
CLOSED03,078,885-3,078,885-100%$128.5M$0-$128.5M2026-10-21
Petersen Hastings Wealth Advisors Inc.
CLOSED03,014,121-3,014,121-100%$125.8M$0-$125.8M2026-10-27
Bank of Montreal
CLOSED02,871,276-2,871,276-100%$119.8M$0-$119.8M2026-11-09
Park Avenue Securities LLC
CLOSED02,647,486-2,647,486-100%$110.5M$0-$110.5M2026-10-26
RW Investment Management LLC
CLOSED02,644,596-2,644,596-100%$110.4M$0-$110.4M2026-11-03
Aprio Wealth Management, LLC
CLOSED02,354,573-2,354,573-100%$98.3M$0-$98.3M2026-10-28
HB Wealth Management, LLC
CLOSED02,227,918-2,227,918-100%$93.0M$0-$93.0M2026-10-23
Financial Consulate, Inc
CLOSED02,109,650-2,109,650-100%$88.0M$0-$88.0M2026-10-23
HighTower Advisors, LLC
CLOSED02,089,651-2,089,651-100%$87.2M$0-$87.2M2026-11-10
Savant Capital, LLC
CLOSED01,938,510-1,938,510-100%$81.5M$0-$81.5M2026-11-06
Root Financial Partners, LLC
CLOSED01,893,297-1,893,297-100%$79.0M$0-$79.0M2026-10-21
Vise Technologies, Inc.
CLOSED01,846,253-1,846,253-100%$77.0M$0-$77.0M2026-10-29
High Probability Advisors, LLC
CLOSED01,609,605-1,609,605-100%$67.2M$0-$67.2M2026-10-19
Clearstead Advisors, LLC
CLOSED01,364,264-1,364,264-100%$56.9M$0-$56.9M2026-11-06
Retirement Solution LLC
CLOSED01,299,677-1,299,677-100%$54.2M$0-$54.2M2026-10-27
Leading Edge Financial Planning LLC
CLOSED01,286,243-1,286,243-100%$53.7M$0-$53.7M2026-10-23
Symmetry Partners, LLC
CLOSED01,263,811-1,263,811-100%$52.7M$0-$52.7M2026-10-27
DiNuzzo Private Wealth, Inc.
CLOSED01,236,979-1,236,979-100%$51.6M$0-$51.6M2026-10-16
Market Street Wealth Management Advisors LLC
CLOSED01,218,192-1,218,192-100%$50.8M$0-$50.8M2026-10-09
Burton Enright Welch
CLOSED01,194,965-1,194,965-100%$49.9M$0-$49.9M2026-11-04
Meredith Wealth Planning
CLOSED01,189,266-1,189,266-100%$49.6M$0-$49.6M2026-10-14
Millburn Ridgefield LLC
CLOSED01,172,200-1,172,200-100%$48.9M$0-$48.9M2026-11-06
Catalyst Capital Advisors LLC
CLOSED01,172,200-1,172,200-100%$48.9M$0-$48.9M2026-11-02
Greenspring Advisors, LLC
CLOSED01,171,057-1,171,057-100%$48.9M$0-$48.9M2026-11-05
Phillips Financial Management, LLC
CLOSED01,166,460-1,166,460-100%$48.7M$0-$48.7M2026-10-19
Harbour Investments, Inc.
CLOSED01,140,749-1,140,749-100%$47.6M$0-$47.6M2026-11-09
Freedom Investment Management, Inc.
CLOSED01,124,058-1,124,058-100%$46.9M$0-$46.9M2026-11-09
Chicago Partners Investment Group LLC
CLOSED01,118,988-1,118,988-100%$46.2M$0-$46.2M2026-10-27
Fulton Bank, N.A.
CLOSED01,100,692-1,100,692-100%$45.9M$0-$45.9M2026-10-14
Timonier Family Office, Ltd.
CLOSED01,072,005-1,072,005-100%$44.7M$0-$44.7M2026-11-03
Farther Finance Advisors, LLC
CLOSED0910,279-910,279-100%$38.0M$0-$38.0M2026-10-08
Wealth Enhancement Advisory Services, LLC
CLOSED0898,765-898,765-100%$37.6M$0-$37.6M2026-10-13
Hippocratic Financial Advisors, LLC
CLOSED0864,360-864,360-100%$36.1M$0-$36.1M2026-10-13
Integrity Advisory Solutions, LLC
CLOSED0863,227-863,227-100%$36.0M$0-$36.0M2026-10-29
Woodward Financial Advisors, Inc.
CLOSED0858,310-858,310-100%$35.8M$0-$35.8M2026-10-19
Forvis Mazars Wealth Advisors, LLC
CLOSED0853,116-853,116-100%$35.6M$0-$35.6M2026-10-13
United Wealth Management, LLC
CLOSED0788,373-788,373-100%$32.9M$0-$32.9M2026-10-30
True Wealth Design, LLC
CLOSED0784,807-784,807-100%$32.7M$0-$32.7M2026-10-13
Stolz & Associates, PS
CLOSED0763,427-763,427-100%$31.9M$0-$31.9M2026-11-05
LPL Financial LLC
CLOSED0724,151-724,151-100%$30.2M$0-$30.2M2026-11-06
LVZ, Inc.
CLOSED0700,148-700,148-100%$29.2M$0-$29.2M2026-10-20
Discipline Wealth Solutions, LLC
CLOSED0694,265-694,265-100%$29.0M$0-$29.0M2026-10-14
Arlington Financial Advisors, LLC
CLOSED0692,349-692,349-100%$28.9M$0-$28.9M2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED0691,936-691,936-100%$28.9M$0-$28.9M2026-10-27
Sterling Wealth Management, Inc.
CLOSED0670,845-670,845-100%$28.0M$0-$28.0M2026-10-23
Commonwealth Equity Services, LLC
CLOSED0664,486-664,486-100%$27.7M$0-$27.7M2026-11-02
SAX Wealth Advisors, LLC
CLOSED0661,497-661,497-100%$24.3M$0-$24.3M2026-10-13
Integrity Alliance, Llc.
CLOSED0639,416-639,416-100%$26.7M$0-$26.7M2026-10-29
Three Arch Wealth Management LLC
CLOSED0625,157-625,157-100%$26.1M$0-$26.1M2026-10-20
Lutz Financial Services LLC
CLOSED0609,075-609,075-100%$25.4M$0-$25.4M2026-11-06
Master's Wealth Management Inc.
CLOSED0602,549-602,549-100%$25.1M$0-$25.1M2026-10-22
Elser Financial Planning, Inc
CLOSED0589,420-589,420-100%$24.6M$0-$24.6M2026-10-16
Oceanside Advisors LLC
CLOSED0584,073-584,073-100%$24.4M$0-$24.4M2026-11-03
Foundry Financial LLC
CLOSED0557,469-557,469-100%$23.3M$0-$23.3M2026-10-16
G2 Capital Management, LLC / OH
CLOSED0555,479-555,479-100%$23.2M$0-$23.2M2026-10-23
Midwest Heritage Bank, FSB
CLOSED0533,313-533,313-100%$22.3M$0-$22.3M2026-10-26
Tassel Capital Management, Inc.
CLOSED0510,521-510,521-100%$21.3M$0-$21.3M2026-10-20
Legacy Financial Group, Inc.
CLOSED0509,323-509,323-100%$21.3M$0-$21.3M2026-10-21
Mills Wealth Advisors LLC
CLOSED0502,699-502,699-100%$21.0M$0-$21.0M2026-10-22
MB Generational Wealth, LLC
CLOSED0498,720-498,720-100%$20.8M$0-$20.8M2026-11-09
Cambridge Investment Research Advisors, Inc.
CLOSED0492,776-492,776-100%$20.6M$0-$20.6M2026-11-02
Scratch Capital LLC
CLOSED0483,926-483,926-100%$20.2M$0-$20.2M2026-11-02
Tandemgrowth Financial Advisors LLC
CLOSED0480,387-480,387-100%$20.0M$0-$20.0M2026-11-05
Burk Holdings LLC
CLOSED0470,037-470,037-100%$19.6M$0-$19.6M2026-11-05
Syverson Strege & Co
CLOSED0458,250-458,250-100%$19.1M$0-$19.1M2026-11-02
Wealth Advisors Northwest LLC
CLOSED0454,027-454,027-100%$18.9M$0-$18.9M2026-10-29
Hutchinson Capital Management
CLOSED0451,548-451,548-100%$18.8M$0-$18.8M2026-11-09
Level Financial Advisors
CLOSED0435,560-435,560-100%$18.2M$0-$18.2M2026-10-13
Financial Harvest, LLC
CLOSED0424,477-424,477-100%$17.7M$0-$17.7M2026-10-15
Foundation Wealth Management, Llc\pa
CLOSED0417,293-417,293-100%$17.4M$0-$17.4M2026-10-14
TCP Asset Management, LLC
CLOSED0411,800-411,800-100%$17.2M$0-$17.2M2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
CLOSED0399,989-399,989-100%$16.7M$0-$16.7M2026-10-23
Pinnacle Associates LTD
CLOSED0399,989-399,989-100%$16.7M$0-$16.7M2026-10-20
Austin Asset Management Co Inc
CLOSED0396,161-396,161-100%$16.5M$0-$16.5M2026-10-29
Entrust Financial LLC
CLOSED0393,725-393,725-100%$16.4M$0-$16.4M2026-11-04
25 LLC
CLOSED0392,450-392,450-100%$16.4M$0-$16.4M2026-10-13
Brady Martz Wealth Solutions, LLC
CLOSED0379,331-379,331-100%$15.8M$0-$15.8M2026-11-05
Gemmer Asset Management LLC
CLOSED0378,691-378,691-100%$15.8M$0-$15.8M2026-10-16
Matauro, LLC
CLOSED0374,021-374,021-100%$15.6M$0-$15.6M2026-11-03
Parkshore Wealth Management, Inc.
CLOSED0372,203-372,203-100%$15.5M$0-$15.5M2026-10-13
Riverchase Wealth Management, LLC
CLOSED0368,577-368,577-100%$15.4M$0-$15.4M2026-10-28
Aspen Private Advisors, LLC
CLOSED0351,240-351,240-100%$14.7M$0-$14.7M2026-10-27
Heritage Wealth Management, Inc. s
CLOSED0346,325-346,325-100%$14.5M$0-$14.5M2026-11-06
Claris Advisors, LLC / MO /
CLOSED0342,901-342,901-100%$14.3M$0-$14.3M2026-11-10
Summit Wealth Group LLC / Co
CLOSED0332,562-332,562-100%$13.9M$0-$13.9M2026-10-29
Websterrogers Financial Advisors, LLC
CLOSED0331,798-331,798-100%$13.8M$0-$13.8M2026-11-02
Family Wealth Partners, LLC
CLOSED0320,624-320,624-100%$13.4M$0-$13.4M2026-10-20
DWR Wealth Management, LLC
CLOSED0319,146-319,146-100%$13.2M$0-$13.2M2026-10-13
Abel Hall, LLC
CLOSED0293,852-293,852-100%$12.3M$0-$12.3M2026-10-19
Silver OAK Wealth Advisors Services, LLC
CLOSED0292,388-292,388-100%$12.2M$0-$12.2M2026-11-09
Kaufman Rossin Wealth, LLC
CLOSED0288,982-288,982-100%$12.1M$0-$12.1M2026-10-19
Weinberger Asset Management, Inc
CLOSED0288,943-288,943-100%$11.9M$0-$11.9M2026-10-28
RFG Advisory, LLC
CLOSED0283,699-283,699-100%$11.8M$0-$11.8M2026-11-03
Index Fund Advisors, Inc.
CLOSED0279,330-279,330-100%$11.7M$0-$11.7M2026-11-05
Vestment Financial LLC
CLOSED0266,963-266,963-100%$11.1M$0-$11.1M2026-10-13
RCS Financial Planning, LLC
CLOSED0266,126-266,126-100%$11.1M$0-$11.1M2026-10-14
Sollinda Capital Management LLC
CLOSED0265,378-265,378-100%$11.1M$0-$11.1M2026-11-09
CSP Financial Group, LLC
CLOSED0257,260-257,260-100%$10.7M$0-$10.7M2026-10-26
Warburton Capital Management, LLC
CLOSED0256,447-256,447-100%$10.7M$0-$10.7M2026-11-06
Fiduciary Financial Group, LLC
CLOSED0245,841-245,841-100%$10.3M$0-$10.3M2026-10-13
Kestra Advisory Services, LLC
CLOSED0245,417-245,417-100%$10.2M$0-$10.2M2026-11-02
AdvisorNet Financial, Inc
CLOSED0245,359-245,359-100%$10.2M$0-$10.2M2026-10-15
CogentBlue Wealth Advisors, LLC
CLOSED0239,033-239,033-100%$10.0M$0-$10.0M2026-10-09
Dynamic Advisor Solutions LLC
CLOSED0235,557-235,557-100%$9.8M$0-$9.8M2026-10-13
Lynch Investment Planning, LLC
CLOSED0232,664-232,664-100%$9.7M$0-$9.7M2026-10-27
M Holdings Securities, Inc.
CLOSED0231,062-231,062-100%$9.6M$0-$9.6M2026-11-03
Cardiff Park Advisors, LLC
CLOSED0220,492-220,492-100%$9.2M$0-$9.2M2026-11-09
Archford Capital Strategies, LLC
CLOSED0213,883-213,883-100%$8.9M$0-$8.9M2026-10-19
Crown Wealth Group, LLC
CLOSED0209,310-209,310-100%$8.7M$0-$8.7M2026-10-19
Tableaux LLC
CLOSED0204,521-204,521-100%$8.5M$0-$8.5M2026-10-23
Axxcess Wealth Management, LLC
CLOSED0195,348-195,348-100%$8.2M$0-$8.2M2026-10-21
Concurrent Investment Advisors, LLC
CLOSED0189,892-189,892-100%$7.9M$0-$7.9M2026-10-16
AA Financial Advisors, LLC
CLOSED0187,855-187,855-100%$7.8M$0-$7.8M2026-10-19
Security Financial Services, Inc.
CLOSED0187,696-187,696-100%$7.8M$0-$7.8M2026-10-29
Emprise Bank
CLOSED0183,892-183,892-100%$7.7M$0-$7.7M2026-10-07
Tortoise Investment Management, LLC
CLOSED0180,837-180,837-100%$7.5M$0-$7.5M2026-11-06
Vested Financial Planning, LLC
CLOSED0175,990-175,990-100%$7.3M$0-$7.3M2026-10-28
Waycross Investment Management Co
CLOSED0174,485-174,485-100%$7.3M$0-$7.3M2026-10-14
Acorn Wealth Advisors, LLC
CLOSED0174,460-174,460-100%$7.3M$0-$7.3M2026-10-19
BluePrint Investing LLC
CLOSED0167,297-167,297-100%$7.0M$0-$7.0M2026-10-14
Layline Advisors, LLC
CLOSED0166,295-166,295-100%$6.9M$0-$6.9M2026-11-02
Kooman & Associates
CLOSED0162,967-162,967-100%$6.8M$0-$6.8M2026-10-21
HMV Wealth Advisors, LLC
CLOSED0160,005-160,005-100%$6.7M$0-$6.7M2026-10-27
Aspen Wealth Management LLC
CLOSED0157,779-157,779-100%$6.6M$0-$6.6M2026-10-14
Strathmore Capital Advisors, Inc.
CLOSED0156,153-156,153-100%$6.5M$0-$6.5M2026-11-09
Cherry Tree Wealth Management, LLC
CLOSED0153,960-153,960-100%$6.4M$0-$6.4M2026-10-15
Redw Wealth LLC
CLOSED0152,395-152,395-100%$6.4M$0-$6.4M2026-11-02
Robinson Smith Wealth Advisors LLC
CLOSED0151,174-151,174-100%$6.3M$0-$6.3M2026-10-22
GEM Asset Management, LLC
CLOSED0147,723-147,723-100%$6.2M$0-$6.2M2026-10-13
Waterfront Wealth Inc.
CLOSED0143,462-143,462-100%$6.0M$0-$6.0M2026-11-03
Altiora Financial Group, LLC
CLOSED0141,876-141,876-100%$5.9M$0-$5.9M2026-11-04
Ullmann Wealth Partners Group, LLC
CLOSED0138,456-138,456-100%$5.8M$0-$5.8M2026-11-02
Capital Investment Advisory Services, LLC
CLOSED0136,464-136,464-100%$5.7M$0-$5.7M2026-10-30
Kestra Investment Management, LLC
CLOSED0128,485-128,485-100%$5.4M$0-$5.4M2026-11-04
Integrity Investment Advisors, LLC
CLOSED0127,757-127,757-100%$5.3M$0-$5.3M2026-11-03
BetterWealth, LLC
CLOSED0125,450-125,450-100%$5.2M$0-$5.2M2026-10-15
Strategent Financial, LLC
CLOSED0124,866-124,866-100%$5.2M$0-$5.2M2026-10-30
Northwest Wealth Management, LLC
CLOSED0124,314-124,314-100%$5.2M$0-$5.2M2026-10-30
CPA Asset Management Group, LLC
CLOSED0123,579-123,579-100%$5.2M$0-$5.2M2026-10-26
Signature Estate & Investment Advisors LLC
CLOSED0118,730-118,730-100%$5.0M$0-$5.0M2026-10-13
Creative Planning
CLOSED0118,260-118,260-100%$4.9M$0-$4.9M2026-11-02
AlTi Global, Inc.
CLOSED0118,100-118,100-100%$4.9M$0-$4.9M2026-11-09
City State Bank
CLOSED0117,273-117,273-100%$4.9M$0-$4.9M2026-10-20
Bdfs Capital LLC
CLOSED0116,706-116,706-100%$4.9M$0-$4.9M2026-10-14
PFG Advisors
CLOSED0109,945-109,945-100%$4.6M$0-$4.6M2026-10-16
Friday Financial
CLOSED0106,557-106,557-100%$4.4M$0-$4.4M2026-10-09
First Heartland Consultants, Inc.
CLOSED0106,514-106,514-100%$4.4M$0-$4.4M2026-10-08
Atria Investments, Inc
CLOSED0106,446-106,446-100%$4.4M$0-$4.4M2026-10-15
Bryant Woods Investment Advisors, LLC
CLOSED0106,210-106,210-100%$4.4M$0-$4.4M2026-10-26
Connecticut Capital Management Group, LLC
CLOSED0103,342-103,342-100%$4.3M$0-$4.3M2026-10-29
Live Oak Private Wealth LLC
CLOSED0103,223-103,223-100%$4.3M$0-$4.3M2026-11-02
Thayer Financial, L.L.C.
CLOSED0102,539-102,539-100%$4.3M$0-$4.3M2026-10-21
HBE Wealth Management, LLC
CLOSED0101,467-101,467-100%$4.2M$0-$4.2M2026-11-06
Evanson Financial, LLC
CLOSED098,271-98,271-100%$4.1M$0-$4.1M2026-10-23
Torren Management, LLC
CLOSED097,411-97,411-100%$4.1M$0-$4.1M2026-10-29
EverSource Wealth Advisors, LLC
CLOSED095,547-95,547-100%$4.0M$0-$4.0M2026-11-04
Glass Jacobson Investment Advisors llc
CLOSED094,243-94,243-100%$3.9M$0-$3.9M2026-10-26
Summit Wealth Group, LLC
CLOSED088,776-88,776-100%$3.7M$0-$3.7M2026-11-09
Two West Capital Advisors LLC
CLOSED086,766-86,766-100%$3.6M$0-$3.6M2026-10-15
Intelligence Driven Advisers, LLC
CLOSED083,441-83,441-100%$3.5M$0-$3.5M2026-10-09
XY Planning Network, Inc.
CLOSED079,964-79,964-100%$3.3M$0-$3.3M2026-10-14
Signaturefd, LLC
CLOSED078,892-78,892-100%$3.3M$0-$3.3M2026-10-23
Boyce & Associates Wealth Consulting, Inc.
CLOSED077,749-77,749-100%$3.2M$0-$3.2M2026-10-14
Outbound Financial Inc
CLOSED077,529-77,529-100%$3.2M$0-$3.2M2026-10-13
Mattern Capital Management, LLC
CLOSED076,310-76,310-100%$3.2M$0-$3.2M2026-11-02
Nwam LLC
CLOSED076,160-76,160-100%$3.2M$0-$3.2M2026-11-09
Investmark Advisory Group LLC
CLOSED074,430-74,430-100%$3.1M$0-$3.1M2026-10-27
Clear Creek Financial Management, LLC
CLOSED071,206-71,206-100%$3.0M$0-$3.0M2026-10-28
Coston, McIsaac & Partners
CLOSED070,140-70,140-100%$2.9M$0-$2.9M2026-11-06
Wolfstich Capital, LLC
CLOSED068,190-68,190-100%$2.8M$0-$2.8M2026-10-14
Great Valley Advisor Group, Inc.
CLOSED065,370-65,370-100%$2.7M$0-$2.7M2026-11-09
Approach Retirement Advisors, LLC
CLOSED064,079-64,079-100%$2.7M$0-$2.7M2026-10-22
Kane Co Wealth Management, Inc.
CLOSED063,454-63,454-100%$2.6M$0-$2.6M2026-11-04
Brookstone Capital Management
CLOSED063,390-63,390-100%$2.6M$0-$2.6M2026-10-22
Accurate Wealth Management, LLC
CLOSED063,355-63,355-100%$2.7M$0-$2.7M2026-10-20
RAM Investment Partners, LLC
CLOSED062,811-62,811-100%$2.6M$0-$2.6M2026-10-21
Washington Trust Advisors, Inc.
CLOSED061,259-61,259-100%$2.6M$0-$2.6M2026-10-22
Citigroup Inc
CLOSED061,078-61,078-100%$2.5M$0-$2.5M2026-11-04
Beacon Financial Advisory LLC
CLOSED057,482-57,482-100%$2.4M$0-$2.4M2026-10-16
Cherrydale Wealth Management, LLC
CLOSED057,007-57,007-100%$2.4M$0-$2.4M2026-10-20
Everest Financial Group LLC
CLOSED056,943-56,943-100%$2.4M$0-$2.4M2026-11-06
Choreo, LLC
CLOSED056,891-56,891-100%$2.4M$0-$2.4M2026-10-28
International Private Wealth Advisors LLC
CLOSED056,340-56,340-100%$2.4M$0-$2.4M2026-11-05
Firethorn Wealth Partners, LLC
CLOSED055,780-55,780-100%$2.3M$0-$2.3M2026-10-14
Merit Financial Group, LLC
CLOSED052,912-52,912-100%$2.2M$0-$2.2M2026-11-06
Simplicity Wealth,LLC
CLOSED052,801-52,801-100%$2.2M$0-$2.2M2026-10-23
Truist Financial Corp
CLOSED050,475-50,475-100%$2.1M$0-$2.1M2026-10-30
Triad Wealth Partners, LLC
CLOSED049,678-49,678-100%$2.1M$0-$2.1M2026-10-26
Maryland Capital Advisors Inc.
CLOSED048,974-48,974-100%$2.0M$0-$2.0M2026-10-15
Andrews, Lucia Wealth Management LLC
CLOSED048,716-48,716-100%$2.0M$0-$2.0M2026-11-02
Freedom Day Solutions, LLC
CLOSED048,009-48,009-100%$2.0M$0-$2.0M2026-10-20
Global Financial Private Client, LLC
CLOSED047,833-47,833-100%$2.0M$0-$2.0M2026-10-15
Mission Financial Group, LLC
CLOSED045,634-45,634-100%$1.9M$0-$1.9M2026-10-21
K2 Financial Inc.
CLOSED045,256-45,256-100%$1.9M$0-$1.9M2026-10-26
First Financial Group Corp
CLOSED045,129-45,129-100%$1.9M$0-$1.9M2026-10-22
Donalies Financial Planning, LLC
CLOSED044,601-44,601-100%$1.9M$0-$1.9M2026-10-19
Argyle Capital Partners, LLC
CLOSED043,544-43,544-100%$1.8M$0-$1.8M2026-10-23
Vestia Personal Wealth Advisors
CLOSED042,172-42,172-100%$1.8M$0-$1.8M2026-10-20
Accretive Wealth Partners, LLC
CLOSED041,665-41,665-100%$1.7M$0-$1.7M2026-11-06
Lynx Investment Advisory
CLOSED040,769-40,769-100%$1.7M$0-$1.7M2026-10-27
Hartmann Taylor Wealth Management, LLC
CLOSED039,814-39,814-100%$1.5M$0-$1.5M2026-10-14
Canvas Wealth Advisors, LLC
CLOSED039,197-39,197-100%$1.6M$0-$1.6M2026-11-02
Hardy Reed LLC
CLOSED035,587-35,587-100%$1.5M$0-$1.5M2026-11-06
Samalin Investment Counsel, LLC
CLOSED034,029-34,029-100%$1.4M$0-$1.4M2026-10-23
Madrid Wealth Management, LLC
CLOSED032,250-32,250-100%$1.3M$0-$1.3M2026-10-23
Arcadia Wealth Management, LLC
CLOSED030,589-30,589-100%$1.3M$0-$1.3M2026-10-22
BIP Wealth, LLC
CLOSED030,394-30,394-100%$1.3M$0-$1.3M2026-10-22
Herold Advisors, Inc.
CLOSED030,204-30,204-100%$1.3M$0-$1.3M2026-10-19
FMR LLC
CLOSED029,913-29,913-100%$1.2M$0-$1.2M2026-11-10
Venture Visionary Partners LLC
CLOSED029,197-29,197-100%$1.2M$0-$1.2M2026-10-07
Brighton Jones LLC
CLOSED029,136-29,136-100%$1.2M$0-$1.2M2026-11-03
SpringVest Wealth Management LLC
CLOSED026,714-26,714-100%$1.1M$0-$1.1M2026-10-27
Tcfg Investment Advisors, LLC
CLOSED025,450-25,450-100%$1.1M$0-$1.1M2026-10-20
Forteris Wealth Management Inc.
CLOSED024,306-24,306-100%$1.0M$0-$1.0M2026-10-13
Modera Wealth Management, LLC
CLOSED023,122-23,122-100%$964.9K$0-$964.9K2026-10-28
Belleair Asset Management, LLC
CLOSED021,537-21,537-100%$898.7K$0-$898.7K2026-11-03
Mattern Wealth Management LLC
CLOSED021,087-21,087-100%$880.0K$0-$880.0K2026-11-04
Poinciana Advisors Group, LLC
CLOSED019,757-19,757-100%$824.5K$0-$824.5K2026-11-06
Pacific Asset Management, LLC
CLOSED019,588-19,588-100%$817.4K$0-$817.4K2026-10-15
Hutchens & Kramer Investment Management Group, LLC
CLOSED019,016-19,016-100%$793.5K$0-$793.5K2026-10-16
Cascade Wealth Advisors, Inc
CLOSED018,993-18,993-100%$807.6K$0-$807.6K2026-11-09
Diversify Advisory Services, LLC
CLOSED018,751-18,751-100%$776.1K$0-$776.1K2026-10-20
Diversify Wealth Management, LLC
CLOSED018,751-18,751-100%$776.1K$0-$776.1K2026-10-20
SC&H Financial Advisors, Inc.
CLOSED018,733-18,733-100%$781.7K$0-$781.7K2026-10-14
Gibraltar Capital Management, Inc.
CLOSED018,685-18,685-100%$779.7K$0-$779.7K2026-10-27
Factor Wealth Management LTD
CLOSED017,887-17,887-100%$746.4K$0-$746.4K2026-10-08
tru Independence LLC
CLOSED017,507-17,507-100%$730.6K$0-$730.6K2026-10-20
Aspiriant, LLC
CLOSED017,299-17,299-100%$721.9K$0-$721.9K2026-10-16
Lauterbach Financial Advisors, LLC
CLOSED017,048-17,048-100%$711.4K$0-$711.4K2026-10-21
Cogent Private Wealth, Inc.
CLOSED016,776-16,776-100%$700.1K$0-$700.1K2026-11-06
Shearwater Capital LLC
CLOSED016,574-16,574-100%$691.6K$0-$691.6K2026-10-13
Elevate Wealth Advisory, Inc
CLOSED016,341-16,341-100%$681.9K$0-$681.9K2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED016,316-16,316-100%$680.9K$0-$680.9K2026-10-20
Csenge Advisory Group
CLOSED015,952-15,952-100%$665.7K$0-$665.7K2026-11-04
Stewardship Advisors, LLC
CLOSED015,471-15,471-100%$645.6K$0-$645.6K2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED015,455-15,455-100%$644.9K$0-$644.9K2026-10-14
EnRich Financial Partners LLC
CLOSED015,138-15,138-100%$631.7K$0-$631.7K2026-10-21
Bedel Financial Consulting, Inc.
CLOSED014,841-14,841-100%$619.3K$0-$619.3K2026-11-06
Nova R Wealth, Inc.
CLOSED014,605-14,605-100%$609.5K$0-$609.5K2026-10-26
Lionshead Wealth Management, LLC
CLOSED014,581-14,581-100%$608.5K$0-$608.5K2026-10-21
Ballast Rock Private Wealth LLC
CLOSED014,259-14,259-100%$595.0K$0-$595.0K2026-10-26
Clark Asset Management, LLC
CLOSED014,165-14,165-100%$591.1K$0-$591.1K2026-10-19
Fiduciary Alliance LLC
CLOSED014,074-14,074-100%$587.3K$0-$587.3K2026-10-13
Quadcap Wealth Management, LLC
CLOSED013,930-13,930-100%$581.3K$0-$581.3K2026-11-02
ARK & TLK Investments, LLC
CLOSED013,788-13,788-100%$575.4K$0-$575.4K2026-10-20
AWM Capital, LLC
CLOSED013,492-13,492-100%$563.0K$0-$563.0K2026-10-16
Unison Advisors LLC
CLOSED013,372-13,372-100%$558.0K$0-$558.0K2026-10-29
Plancorp, LLC
CLOSED012,870-12,870-100%$535.1K$0-$535.1K2026-11-03
Rockwood Wealth Management, LLC
CLOSED012,834-12,834-100%$535.6K$0-$535.6K2026-10-27
Quad-Cities Investment Group, LLC
CLOSED012,772-12,772-100%$533.0K$0-$533.0K2026-10-16
Global Trust Asset Management, LLC
CLOSED012,722-12,722-100%$530.9K$0-$530.9K2026-10-19
Werba Rubin Papier Wealth Management
CLOSED011,918-11,918-100%$497.3K$0-$497.3K2026-11-06
AlphaCore Capital LLC
CLOSED011,601-11,601-100%$484.1K$0-$484.1K2026-11-04
Badgley Phelps Wealth Managers, LLC
CLOSED011,512-11,512-100%$480.4K$0-$480.4K2026-10-22
Angeles Wealth Management, LLC
CLOSED011,478-11,478-100%$479.0K$0-$479.0K2026-10-26
Fifth Third Bancorp
CLOSED011,466-11,466-100%$478.5K$0-$478.5K2026-11-05
Heritage Investment Group, Inc.
CLOSED011,438-11,438-100%$477.3K$0-$477.3K2026-11-03
Rockbridge Investment Management, LCC
CLOSED010,860-10,860-100%$453.2K$0-$453.2K2026-11-10
Perigon Wealth Management, LLC
CLOSED010,852-10,852-100%$452.9K$0-$452.9K2026-10-22
Disciplined Equity Management, Inc.
CLOSED010,840-10,840-100%$452.4K$0-$452.4K2026-10-14
CX Institutional
CLOSED010,585-10,585-100%$442$0-$4422026-10-02
Stenger Family Office, LLC
CLOSED010,277-10,277-100%$428.9K$0-$428.9K2026-10-22
Mission Wealth Management, LP
CLOSED010,224-10,224-100%$426.6K$0-$426.6K2026-10-15
Cogent Strategic Wealth LLC
CLOSED09,905-9,905-100%$413.3K$0-$413.3K2026-10-22
Belpointe Asset Management LLC
CLOSED09,700-9,700-100%$404.8K$0-$404.8K2026-11-09
Fortis Capital Advisors, LLC
CLOSED09,700-9,700-100%$404.8K$0-$404.8K2026-11-09
55 North Private Wealth, LLC
CLOSED09,084-9,084-100%$379.1K$0-$379.1K2026-10-20
US Bancorp \de\
CLOSED09,027-9,027-100%$376.7K$0-$376.7K2026-11-05
Richard Young Associates, Ltd.
CLOSED08,982-8,982-100%$374.8K$0-$374.8K2026-11-03
RHL Group, LLC
CLOSED08,871-8,871-100%$372.6K$0-$372.6K2026-11-04
Aerodigm Wealth, LLC
CLOSED08,237-8,237-100%$343.7K$0-$343.7K2026-10-16
Capstone Wealth Management, LLC
CLOSED08,017-8,017-100%$334.5K$0-$334.5K2026-11-02
Squire Investment Management Company, LLC
CLOSED07,932-7,932-100%$331.0K$0-$331.0K2026-11-03
Clarity Capital Advisors, LLC
CLOSED07,804-7,804-100%$325.6K$0-$325.6K2026-10-27
Wedmont Private Capital
CLOSED07,573-7,573-100%$317.1K$0-$317.1K2026-10-09
Dixon Fnancial Services, Inc.
CLOSED07,546-7,546-100%$314.9K$0-$314.9K2026-10-23
Kachkovsky & Fisher, Inc.
CLOSED07,291-7,291-100%$304.2K$0-$304.2K2026-10-21
Avondale Wealth Management
CLOSED07,263-7,263-100%$303.1K$0-$303.1K2026-10-15
Oath Planning, LLC
CLOSED07,117-7,117-100%$297.0K$0-$297.0K2026-10-20
Kestra Private Wealth Services, LLC
CLOSED07,068-7,068-100%$295.0K$0-$295.0K2026-11-06
Cutler Investment Counsel LLC
CLOSED07,033-7,033-100%$293.5K$0-$293.5K2026-10-28
Bessemer Group Inc
CLOSED06,836-6,836-100%$285.0K$0-$285.0K2026-11-09
Aspire Private Capital, LLC
CLOSED06,788-6,788-100%$283.3K$0-$283.3K2026-11-05
Bank of New York Mellon Corp
CLOSED06,735-6,735-100%$281.1K$0-$281.1K2026-11-05
Facet Wealth, Inc.
CLOSED06,731-6,731-100%$280.9K$0-$280.9K2026-11-04
PNC Financial Services Group, Inc.
CLOSED06,638-6,638-100%$277.0K$0-$277.0K2026-11-06
Altman Advisors, Inc.
CLOSED06,628-6,628-100%$276.6K$0-$276.6K2026-11-05
Saxony Capital Management, LLC
CLOSED06,500-6,500-100%$271.2K$0-$271.2K2026-10-15
Thrive Wealth Management, LLC
CLOSED06,468-6,468-100%$269.9K$0-$269.9K2026-10-13
Rossby Financial, LCC
CLOSED06,369-6,369-100%$265.8K$0-$265.8K2026-11-05
Physician Wealth Solutions Inc.
CLOSED06,238-6,238-100%$260.3K$0-$260.3K2026-10-14
IFG Advisory, LLC
CLOSED06,193-6,193-100%$258.4K$0-$258.4K2026-11-09
American Capital Advisory, LLC
CLOSED06,060-6,060-100%$252.9K$0-$252.9K2026-10-28
Melfa Wealth Management, Inc.
CLOSED05,700-5,700-100%$237.9K$0-$237.9K2026-11-06
Generations Wealth, LLC
CLOSED05,611-5,611-100%$234.1K$0-$234.1K2026-11-09
Total Clarity Wealth Management, Inc.
CLOSED05,469-5,469-100%$228.2K$0-$228.2K2026-10-26
Pinnacle Bancorp, Inc.
CLOSED05,315-5,315-100%$221.8K$0-$221.8K2026-10-21
Fisher Asset Management, LLC
CLOSED05,257-5,257-100%$219.4K$0-$219.4K2026-11-06
HighPoint Advisor Group LLC
CLOSED05,156-5,156-100%$215.1K$0-$215.1K2026-11-09
Focus Financial Network, Inc.
CLOSED05,134-5,134-100%$214.2K$0-$214.2K2026-10-14
MGO One Seven LLC
CLOSED05,131-5,131-100%$214.1K$0-$214.1K2026-10-28
Baker Boyer National Bank
CLOSED05,125-5,125-100%$213.9K$0-$213.9K2026-11-05
Elevated Financial Group LLC
CLOSED05,004-5,004-100%$208.8K$0-$208.8K2026-10-16
Marks Group Wealth Management, Inc
CLOSED04,960-4,960-100%$207.0K$0-$207.0K2026-11-05
Maseco LLP
CLOSED03,882-3,882-100%$162.0K$0-$162.0K2026-10-27
UMB Bank, n.a.
CLOSED03,367-3,367-100%$140.5K$0-$140.5K2026-11-06
Blair William & Co
CLOSED03,244-3,244-100%$135.4K$0-$135.4K2026-11-10
Tradewinds Capital Management, LLC
CLOSED03,191-3,191-100%$133.2K$0-$133.2K2026-10-23
SJS Investment Consulting Inc.
CLOSED03,167-3,167-100%$132.2K$0-$132.2K2026-10-26
Ashton Thomas Private Wealth, LLC
CLOSED02,876-2,876-100%$120.0K$0-$120.0K2026-11-03
Highland Investment Advisors LLC
CLOSED02,400-2,400-100%$100.2K$0-$100.2K2026-11-09
Morse Asset Management, Inc
CLOSED02,258-2,258-100%$94.2K$0-$94.2K2026-11-09
Wealth Enhancement Trust Services, Inc.
CLOSED02,206-2,206-100%$92.1K$0-$92.1K2026-10-07
Robinswood Financial LLC
CLOSED02,170-2,170-100%$90.6K$0-$90.6K2026-10-20
Fortitude Family Office, LLC
CLOSED02,000-2,000-100%$83.5K$0-$83.5K2026-10-14
Fairscale Capital, LLC
CLOSED01,572-1,572-100%$65.6K$0-$65.6K2026-11-04
Turtle Creek Wealth Advisors, LLC
CLOSED01,513-1,513-100%$63.1K$0-$63.1K2026-10-15
Hantz Financial Services, Inc.
CLOSED01,250-1,250-100%$52.0K$0-$52.0K2026-11-09
Asset Dedication, LLC
CLOSED01,198-1,198-100%$50.0K$0-$50.0K2026-11-03
Parallel Advisors, LLC
CLOSED01,187-1,187-100%$49.5K$0-$49.5K2026-11-03
Pinnacle Wealth Planning Services, Inc.
CLOSED01,034-1,034-100%$43.1K$0-$43.1K2026-10-27
Oakworth Capital, Inc.
CLOSED0990-990-100%$41.1K$0-$41.1K2026-10-26
Triumph Capital Management
CLOSED0977-977-100%$40.8K$0-$40.8K2026-10-14
Hurley Capital, LLC
CLOSED0968-968-100%$40.4K$0-$40.4K2026-11-05
Concord Wealth Partners
CLOSED0922-922-100%$38.5K$0-$38.5K2026-11-02
Trust Co of Vermont
CLOSED0873-873-100%$36.4K$0-$36.4K2026-10-21
Gleason Group, Inc.
CLOSED0689-689-100%$28.7K$0-$28.7K2026-10-15
Lodestone Wealth Management LLC
CLOSED0532-532-100%$22.2K$0-$22.2K2026-10-14
Montgomery Financial Services LLC
CLOSED0526-526-100%$22.0K$0-$22.0K2026-11-03
Salomon & Ludwin, LLC
CLOSED0524-524-100%$21.8K$0-$21.8K2026-10-29
DecisionPoint Financial, LLC
CLOSED0430-430-100%$17.9K$0-$17.9K2026-10-27
Signature Resources Capital Management, LLC
CLOSED0412-412-100%$17.2K$0-$17.2K2026-10-16
Tounjian Advisory Partners, LLC
CLOSED0376-376-100%$15.7K$0-$15.7K2026-11-04
1620 Investment Advisors, Inc.
CLOSED0296-296-100%$12.4K$0-$12.4K2026-11-04
Silver Grove Financial Group, Inc.
CLOSED0289-289-100%$12.1K$0-$12.1K2026-11-05
Bfsg, LLC
CLOSED0257-257-100%$10.7K$0-$10.7K2026-10-30
West Financial Advisors, LLC
CLOSED0250-250-100%$10.4K$0-$10.4K2026-10-22
Versant Capital Management, Inc
CLOSED0241-241-100%$10.1K$0-$10.1K2026-10-02
Cranbrook Wealth Management, LLC
CLOSED0221-221-100%$9.2K$0-$9.2K2026-10-28
Pacific Center for Financial Services
CLOSED0184-184-100%$7.7K$0-$7.7K2026-10-15
Larson Financial Group LLC
CLOSED0150-150-100%$6.3K$0-$6.3K2026-11-05
Simplex Trading, LLC
CLOSED098-98-100%$4.1K$0-$4.1K2026-11-04
Creative Financial Designs Inc
CLOSED079-79-100%$3.3K$0-$3.3K2026-11-04
Cape Investment Advisory, Inc.
CLOSED062-62-100%$2.6K$0-$2.6K2026-10-13
Abound Wealth Management
CLOSED045-45-100%$1.9K$0-$1.9K2026-10-26
Prudent Man Investment Management, Inc.
CLOSED030-30-100%$1.1K$0-$1.1K2026-11-03
Quest 10 Wealth Builders, Inc.
CLOSED017-17-100%$709$0-$7092026-11-02
CoreCap Advisors, LLC
CLOSED01-1-100%$27$0-$272026-10-08
Mercer Global Advisors Inc
N/A—51,655,115-51,655,115-100%$2.2B———
Focus Partners Wealth
N/A—21,465,179-21,465,179-100%$895.7M———
Pure Financial Advisors, LLC
N/A—8,256,614-8,256,614-100%$344.5M———
Envestnet Asset Management Inc
N/A—4,104,606-4,104,606-100%$171.3M———
Focus Partners Advisor Solutions, LLC
N/A—3,851,505-3,851,505-100%$160.7M———
Alesco Advisors, LLC, An ESL Co
N/A—2,668,836-2,668,836-100%$111.4M———
UBS Group AG
N/A—2,100,442-2,100,442-100%$87.7M———
Beaird Harris Wealth Management, LLC
N/A—2,047,480-2,047,480-100%$85.4M———
Beacon Pointe Advisors, LLC
N/A—1,989,330-1,989,330-100%$83.0M———
Pathstone Holdings, LLC
N/A—1,847,579-1,847,579-100%$77.1M———
Raymond James Financial Inc
N/A—1,745,434-1,745,434-100%$72.8M———
Planning Center, Inc.
N/A—1,673,148-1,673,148-100%$69.8M———
Bank of America Corp
N/A—1,499,680-1,499,680-100%$62.6M———
Bouchey Financial Group, Ltd.
N/A—1,393,666-1,393,666-100%$58.2M———
Satovsky Asset Management LLC
N/A—1,344,748-1,344,748-100%$56.1M———
Vestmark Advisory Solutions, Inc.
N/A—1,310,344-1,310,344-100%$54.7M———
Safeguard Investment Advisory Group, LLC
N/A—1,164,049-1,164,049-100%$48.6M———
Great OAK Capital Partners, LLC
N/A—1,070,846-1,070,846-100%$44.5M———
Mariner, LLC
N/A—1,024,210-1,024,210-100%$42.7M———
OneDigital Investment Advisors LLC
N/A—903,486-903,486-100%$37.7M———
Baird Financial Group, Inc.
N/A—850,842-850,842-100%$35.5M———
Sequoia Financial Advisors, LLC
N/A—824,569-824,569-100%$34.4M———
GeoWealth Management, LLC
N/A—783,936-783,936-100%$32.7M———
AE Wealth Management LLC
N/A—779,090-779,090-100%$32.5M———
von Borstel & Associates, Inc.
N/A—767,921-767,921-100%$32.0M———
Liberty Wealth Management LLC
N/A—701,173-701,173-100%$25.8M———
WPWealth LLP
N/A—695,197-695,197-100%$29.0M———
CVA Family Office, LLC
N/A—686,275-686,275-100%$28.6M———
JPMorgan Chase & Co
N/A—647,840-647,840-100%$26.8M———
WCG Wealth Advisors LLC
N/A—564,443-564,443-100%$23.6M———
Bridgewater Advisors Inc.
N/A—548,221-548,221-100%$22.8M———
Integrated Wealth Concepts LLC
N/A—545,024-545,024-100%$22.7M———
Premier Financial Group
N/A—538,358-538,358-100%$22.5M———
Private Advisor Group, LLC
N/A—500,172-500,172-100%$20.9M———
NewEdge Advisors, LLC
N/A—499,261-499,261-100%$20.8M———
Osaic Holdings, Inc.
N/A—485,589-485,589-100%$20.3M———
HFM Investment Advisors, LLC
N/A—479,061-479,061-100%$20.0M———
Envision Financial Planning, LLC
N/A—475,633-475,633-100%$19.8M———
Intrepid Capital Management Inc
N/A—468,852-468,852-100%$19.6M———
Savvy Advisors, Inc.
N/A—460,604-460,604-100%$19.2M———
Stifel Financial Corp
N/A—445,044-445,044-100%$18.6M———
Keating Financial Advisory Services, Inc.
N/A—388,031-388,031-100%$16.2M———
Quantinno Capital Management LP
N/A—375,308-375,308-100%$15.7M———
Applied Capital LLC
N/A—370,116-370,116-100%$15.4M———
Cerity Partners LLC
N/A—366,690-366,690-100%$15.3M———
Fiduciary Financial Advisors
N/A—338,698-338,698-100%$14.1M———
MML Investors Services, LLC
N/A—338,368-338,368-100%$14.1M———
Moneta Group Investment Advisors LLC
N/A—334,430-334,430-100%$14.0M———
Royal Bank of Canada
N/A—319,502-319,502-100%$13.3M———
Raffa Wealth Management, LLC
N/A—317,648-317,648-100%$13.3M———
Invst, LLC
N/A—296,689-296,689-100%$12.4M———
UBS Asset Management Americas LLC
N/A—287,882-287,882-100%$12.0M———
Arkadios Wealth Advisors
N/A—265,683-265,683-100%$11.1M———
Vance Wealth, LLC
N/A—259,581-259,581-100%$10.8M———
WorthPointe, LLC
N/A—256,848-256,848-100%$10.7M———
Wescap Management Group, Inc.
N/A—253,909-253,909-100%$10.6M———
Composition Wealth, LLC
N/A—252,333-252,333-100%$10.5M———
Orion Porfolio Solutions, LLC
N/A—247,722-247,722-100%$10.3M———
Betterment LLC
N/A—242,967-242,967-100%$10.1M———
Financial Engines Advisors L.L.C.
N/A—237,898-237,898-100%$9.9M———
Trailhead Planners LLC
N/A—231,104-231,104-100%$9.6M———
Sanchez Levi Garrett
N/A—212,437-212,437-100%$8.9M———
Disciplined Investments, LLC
N/A—207,790-207,790-100%$8.7M———
Goldman Sachs Group Inc
N/A—205,226-205,226-100%$8.6M———
Jones Financial Companies Lllp
N/A—202,826-202,826-100%$8.3M———
Parkwoods Wealth Partners, LLC
N/A—200,033-200,033-100%$8.3M———
E-Wealth Partners, LLC
N/A—192,898-192,898-100%$8.0M———
Wealthspire Advisors, LLC
N/A—186,377-186,377-100%$7.8M———
AQR Capital Management LLC
N/A—178,294-178,294-100%$7.4M———
Optimus Capital Advisors, LLC
N/A—178,005-178,005-100%$7.4M———
Bridge Generations Wealth Management LLC
N/A—174,112-174,112-100%$7.3M———
Entelevest, LLC
N/A—170,058-170,058-100%$7.1M———
Jackson Thornton Wealth Management, LLC
N/A—153,521-153,521-100%$6.4M———
Rockefeller Capital Management L.P.
N/A—151,985-151,985-100%$6.3M———
Corus Family Wealth Advisors
N/A—139,787-139,787-100%$5.8M———
Strategic Investment Solutions, Inc.
N/A—134,718-134,718-100%$5.6M———
TRU Independence Asset Management 2, LLC
N/A—122,817-122,817-100%$5.1M———
Wealth Management Strategies, Inc.
N/A—116,224-116,224-100%$4.9M———
L & S Advisors Inc
N/A—114,587-114,587-100%$4.8M———
Susquehanna International Group, LLP
N/A—105,762-105,762-100%$4.4M———
Northwestern Mutual Wealth Management Co
N/A—104,340-104,340-100%$4.4M———
Transcend Capital Advisors, LLC
N/A—102,168-102,168-100%$4.3M———
Morgan Stanley
N/A—92,820-92,820-100%$3.9M———
McCartney Wealth Management LLC
N/A—92,770-92,770-100%$3.9M———
Dopkins Wealth Management, LLC
N/A—92,401-92,401-100%$3.9M———
Vantage Point Financial LLC
N/A—88,410-88,410-100%$3.7M———
Arcadia Wealth Management, Inc.
N/A—85,227-85,227-100%$3.6M———
Caprock Group, LLC
N/A—84,910-84,910-100%$3.5M———
Qube Research & Technologies Ltd
N/A—84,487-84,487-100%$3.5M———
Wells Fargo & Company
N/A—80,858-80,858-100%$3.4M———
Capstone Wealth Management, Inc.
N/A—80,157-80,157-100%$3.3M———
Captrust Financial Advisors
N/A—78,238-78,238-100%$3.3M———
Mission Hills Financial Advisory, LLC
N/A—75,513-75,513-100%$3.2M———
Daner Wealth Management, LLC
N/A—72,240-72,240-100%$3.1M———
MAI Capital Management
N/A—70,686-70,686-100%$2.9M———
KEB Asset Management, LLC
N/A—67,839-67,839-100%$2.8M———
Fidelis Capital Partners, LLC
N/A—64,294-64,294-100%$2.7M———
Everest Private Wealth
N/A—59,820-59,820-100%$2.5M———
Viawealth, LLC
N/A—59,085-59,085-100%$2.5M———
Dorsey & Whitney Trust Co LLC
N/A—58,448-58,448-100%$2.4M———
CreativeOne Wealth, LLC
N/A—56,675-56,675-100%$2.4M———
MSA Advisors, LLC
N/A—53,725-53,725-100%$2.2M———
EP Wealth Advisors, LLC
N/A—47,476-47,476-100%$2.0M———
SageView Advisory Group, LLC
N/A—47,358-47,358-100%$2.0M———
Ponta Wealth Partners, LLC
N/A—46,293-46,293-100%$1.9M———
SEI Investments Co
N/A—41,936-41,936-100%$1.8M———
Rehmann Capital Advisory Group
N/A—39,162-39,162-100%$1.6M———
ArborFi Advisors, LLC
N/A—37,189-37,189-100%$1.6M———
American Investment Services, Inc.
N/A—36,357-36,357-100%$1.5M———
Xcelsior Advisor Partners LLC
N/A—36,208-36,208-100%$1.5M———
Inspire Advisors, LLC
N/A—35,935-35,935-100%$1.5M———
Brand Asset Management Group, Inc.
N/A—32,564-32,564-100%$1.4M———
Fischer Investment Strategies, LLC
N/A—32,234-32,234-100%$1.3M———
Tandem Financial, LLC
N/A—31,595-31,595-100%$1.3M———
Cetera Investment Advisers
N/A—30,606-30,606-100%$1.3M———
Landing Point Financial Group, LLC
N/A—29,482-29,482-100%$1.2M———
Innovative Asset Advisors Group, LLC
N/A—29,398-29,398-100%$1.2M———
Renaissance Technologies LLC
N/A—27,793-27,793-100%$1.2M———
Cresset Asset Management, LLC
N/A—24,621-24,621-100%$1.0M———
Vistica Wealth Advisors, LLC
N/A—23,883-23,883-100%$996.6K———
Glassy Mountain Advisors, Inc.
N/A—22,509-22,509-100%$939.3K———
Empire Financial Management Company, LLC
N/A—21,570-21,570-100%$900.1K———
Wealthspan Partners, LLC
N/A—21,456-21,456-100%$895.4K———
Kingsview Wealth Management, LLC
N/A—21,301-21,301-100%$888.9K———
Arax Advisory Partners
N/A—21,223-21,223-100%$885.6K———
Axis Wealth Partners, LLC
N/A—20,704-20,704-100%$864.0K———
Summit Wealth Partners, LLC
N/A—19,343-19,343-100%$807.2K———
Summit Financial, LLC
N/A—19,163-19,163-100%$799.7K———
&partners
N/A—19,118-19,118-100%$797.8K———
Global Retirement Partners, LLC
N/A—18,372-18,372-100%$766.7K———
Waverly Advisors, LLC
N/A—16,368-16,368-100%$683.0K———
O'shaughnessy Asset Management, LLC
N/A—16,228-16,228-100%$677.2K———
IHT Wealth Management, LLC
N/A—14,975-14,975-100%$624.9K———
BFC Planning, Inc.
N/A—14,302-14,302-100%$596.8K———
Steward Partners Investment Advisory, LLC
N/A—14,188-14,188-100%$592.1K———
Cary Street Partners Financial LLC
N/A—13,950-13,950-100%$582.1K———
Fortis Capital Management LLC
N/A—13,420-13,420-100%$560.0K———
First Foundation Advisors
N/A—13,388-13,388-100%$558.7K———
Sanctuary Advisors, LLC
N/A—12,763-12,763-100%$532.6K———
LRI Investments, LLC
N/A—11,931-11,931-100%$497.9K———
Nalls Sherbakoff Group, LLC
N/A—11,278-11,278-100%$470.6K———
Curio Wealth, LLC
N/A—10,755-10,755-100%$448.8K———
Walter & Keenan Wealth Management LLC
N/A—10,711-10,711-100%$447.0K———
Hanover Advisors Inc
N/A—10,632-10,632-100%$443.7K———
AssuredPartners Investment Advisors, LLC
N/A—10,212-10,212-100%$426.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,048-10,048-100%$419.3K———
Delos Wealth Advisors, LLC
N/A—10,018-10,018-100%$418.1K———
Advisory Services Network, LLC
N/A—9,959-9,959-100%$415.6K———
Brown Advisory Inc
N/A—9,515-9,515-100%$397.1K———
Zhang Financial LLC
N/A—8,978-8,978-100%$374.6K———
Foundations Investment Advisors, LLC
N/A—8,951-8,951-100%$373.5K———
Hilltop Holdings Inc.
N/A—8,827-8,827-100%$368.4K———
Stratos Wealth Partners, Ltd.
N/A—8,613-8,613-100%$359.4K———
Northern Trust Corp
N/A—7,558-7,558-100%$315.4K———
Hancock Whitney Corp
N/A—7,479-7,479-100%$312.1K———
Resolute Wealth Advisor, Inc.
N/A—7,288-7,288-100%$267.9K———
Coastal Bridge Advisors, LLC
N/A—6,791-6,791-100%$283.4K———
Equitable Holdings, Inc.
N/A—6,552-6,552-100%$273.4K———
BlackRock, Inc.
N/A—6,437-6,437-100%$268.6K———
Stratos Investment Management, LLC
N/A—6,400-6,400-100%$267.1K———
Ausdal Financial Partners, Inc.
N/A—5,954-5,954-100%$248.5K———
Pasadena Private Wealth, LLC
N/A—5,676-5,676-100%$236.9K———
Ballentine Partners, LLC
N/A—5,673-5,673-100%$236.7K———
FMB Wealth Management
N/A—5,655-5,655-100%$236.0K———
Alliancebernstein L.P.
N/A—5,628-5,628-100%$206.9K———
World Investment Advisors
N/A—5,628-5,628-100%$215.5K———
Hollencrest Capital Management
N/A—5,449-5,449-100%$227.4K———
Advyzon Investment Management, LLC
N/A—5,407-5,407-100%$225.6K———
W1m Asset Management Ltd
N/A—5,380-5,380-100%$224.5K———
Berger Financial Group, Inc
N/A—4,947-4,947-100%$206.4K———
Cloud Capital Management, LLC
N/A—4,922-4,922-100%$204.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,882-4,882-100%$203.7K———
Colonial Trust Co / SC
N/A—4,208-4,208-100%$175.6K———
Medallion Wealth Advisors, LLC
N/A—3,878-3,878-100%$159.3K———
HM Payson & Co
N/A—2,600-2,600-100%$108.5K———
Seneschal Advisors, LLC
N/A—2,427-2,427-100%$101.3K———
Huntington National Bank
N/A—2,234-2,234-100%$93.2K———
Cary Street Partners Investment Advisory LLC
N/A—2,146-2,146-100%$89.5K———
Forum Finance Group S.A.
N/A—2,130-2,130-100%$72———
Millstone Evans Group, LLC
N/A—1,877-1,877-100%$78.3K———
Vanguard Advisers Inc
N/A—1,758-1,758-100%$73.4K———
VSM Wealth Advisory, LLC
N/A—1,744-1,744-100%$72.8K———
Investors Portfolio Services LLC
N/A—1,569-1,569-100%$65.5K———
Rialto Wealth Management, LLC
N/A—1,545-1,545-100%$64.5K———
Topsail Wealth Management, LLC
N/A—1,493-1,493-100%$62.3K———
Timmons Wealth Management, LLC
N/A—1,487-1,487-100%$62.0K———
Capital Analysts, LLC
N/A—971-971-100%$41———
Strategic Wealth Partners, Ltd.
N/A—885-885-100%$36.9K———
Ameriflex Group, Inc.
N/A—736-736-100%$30.7K———
Smartleaf Asset Management LLC
N/A—589-589-100%$24.4K———
Rothschild Investment LLC
N/A—582-582-100%$24.3K———
Cambient Family Office, LLC
N/A—509-509-100%$21.2K———
Providence Capital Advisors, LLC
N/A—493-493-100%$20.6K———
Synergy Investment Management, LLC
N/A—480-480-100%$19.6K———
Glassman Wealth Services
N/A—461-461-100%$19.2K———
Aptus Capital Advisors, LLC
N/A—358-358-100%$14.9K———
FAS Wealth Partners, Inc.
N/A—292-292-100%$12.2K———
Horizon Investments, LLC
N/A—106-106-100%$4.4K———
Integrity Financial Corp
N/A—53-53-100%$2.2K———
Manning & Napier Advisors LLC
N/A—41-41-100%$1.7K———
ST Germain D J Co Inc
N/A—00—$13———
Showing 564 of 564 institutions