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Dimensional National Muni BD (DFNM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Apella Capital, LLC
INCREASED
Shares1,690,582 from 1,590,906
Change+99,676 (+6%)
Value$77.9M (+$1.1M)
Filed 2026-10-08
Foster Group, Inc.
DECREASED
Shares1,317,383 from 1,483,405
Change-166,022 (-11%)
Value$60.6M (-$11.1M)
Filed 2026-10-13
Symmetry Partners, LLC
DECREASED
Shares1,211,730 from 1,285,613
Change-73,883 (-6%)
Value$55.8M (-$6.4M)
Filed 2026-10-27
AWM Capital, LLC
INCREASED
Shares1,127,167 from 725,052
Change+402,115 (+55%)
Value$51.9M (+$16.8M)
Filed 2026-10-16
MBL Wealth, LLC
INCREASED
Shares832,678 from 776,501
Change+56,177 (+7%)
Value$38.3M (+$796.0K)
Filed 2026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares612,276 from 556,651
Change+55,625 (+10%)
Value$28.2M (+$1.3M)
Filed 2026-10-09
LPL Financial LLC
DECREASED
Shares572,979 from 578,747
Change-5,768 (-1%)
Value$26.4M (-$1.6M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares550,976 from 672,029
Change-121,053 (-18%)
Value$25.4M (-$7.1M)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares443,046 from 432,596
Change+10,450 (+2%)
Value$20.4M (-$516.1K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares402,629 from 350,598
Change+52,031 (+15%)
Value$18.5M (+$1.6M)
Filed 2026-10-21
Vestment Financial LLC
INCREASED
Shares402,565 from 351,964
Change+50,601 (+14%)
Value$18.6M (+$1.6M)
Filed 2026-10-13
West Financial Advisors, LLC
INCREASED
Shares377,379 from 215,661
Change+161,718 (+75%)
Value$17.4M (+$6.9M)
Filed 2026-10-22
Austin Wealth Management, LLC
INCREASED
Shares370,234 from 364,914
Change+5,320 (+1%)
Value$17.1M (-$480.9K)
Filed 2026-11-06
Yardley Wealth Management LLC
INCREASED
Shares370,108 from 328,185
Change+41,923 (+13%)
Value$17.0M (+$1.2M)
Filed 2026-10-23
Savant Capital, LLC
DECREASED
Shares369,832 from 376,015
Change-6,183 (-2%)
Value$17.0M (-$1.1M)
Filed 2026-11-06
Mattern Wealth Management LLC
DECREASED
Shares360,052 from 548,877
Change-188,825 (-34%)
Value$16.6M (-$10.0M)
Filed 2026-11-04
Porter White Investment Advisors, Inc.
INCREASED
Shares356,498 from 176,591
Change+179,907 (+102%)
Value$16.4M (+$7.9M)
Filed 2026-10-14
Collective Family Office LLC
INCREASED
Shares348,740 from 121,903
Change+226,837 (+186%)
Value$16.1M (+$10.2M)
Filed 2026-10-05
RAM Investment Partners, LLC
DECREASED
Shares345,112 from 583,595
Change-238,483 (-41%)
Value$15.9M (-$12.3M)
Filed 2026-10-21
Wheelhouse Advisory Group LLC
INCREASED
Shares333,834 from 318,359
Change+15,475 (+5%)
Value$15.4M (-$21.5K)
Filed 2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED
Shares277,774 from 272,899
Change+4,875 (+2%)
Value$12.8M (-$404.6K)
Filed 2026-11-05
Entrewealth, LLC
INCREASED
Shares255,371 from 233,430
Change+21,941 (+9%)
Value$11.8M (+$599.1K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares250,273 from 237,528
Change+12,745 (+5%)
Value$12.1M (+$616.0K)
Filed 2026-11-06
Citrine Capital LLC
INCREASED
Shares236,525 from 200,893
Change+35,632 (+18%)
Value$10.9M (+$1.2M)
Filed 2026-10-14
Guardian Wealth Management, LLC
INCREASED
Shares220,214 from 198,012
Change+22,202 (+11%)
Value$10.1M (+$565.5K)
Filed 2026-10-14
Resonant Capital Advisors, LLC
DECREASED
Shares218,100 from 280,894
Change-62,794 (-22%)
Value$10.0M (-$3.5M)
Filed 2026-10-15
Plancorp, LLC
INCREASED
Shares214,049 from 201,949
Change+12,100 (+6%)
Value$10.1M (+$377.8K)
Filed 2026-11-03
55 North Private Wealth, LLC
DECREASED
Shares207,573 from 211,718
Change-4,145 (-2%)
Value$9.6M (-$678.8K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
INCREASED
Shares205,326 from 178,237
Change+27,089 (+15%)
Value$9.5M (+$836.1K)
Filed 2026-10-20
Outbound Financial Inc
INCREASED
Shares194,616 from 188,504
Change+6,112 (+3%)
Value$9.0M (-$153.2K)
Filed 2026-10-13
Tillman Hartley LLC
INCREASED
Shares193,403 from 106,022
Change+87,381 (+82%)
Value$8.9M (+$3.8M)
Filed 2026-11-06
Mills Wealth Advisors LLC
INCREASED
Shares188,831 from 164,031
Change+24,800 (+15%)
Value$8.7M (+$763.4K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares185,047 from 212,330
Change-27,283 (-13%)
Value$8.5M (-$1.7M)
Filed 2026-10-13
Confluence Investment Management LLC
DECREASED
Shares181,363 from 189,628
Change-8,265 (-4%)
Value$8.3M (-$817.5K)
Filed 2026-10-01
Concurrent Investment Advisors, LLC
INCREASED
Shares176,874 from 162,601
Change+14,273 (+9%)
Value$8.1M (+$282.2K)
Filed 2026-10-16
25 LLC
DECREASED
Shares176,569 from 195,416
Change-18,847 (-10%)
Value$8.1M (-$1.3M)
Filed 2026-10-13
RW Investment Management LLC
INCREASED
Shares168,658 from 164,205
Change+4,453 (+3%)
Value$7.8M (-$173.5K)
Filed 2026-11-03
Compass Financial Group, Inc.
DECREASED
Shares164,097 from 164,506
Change-409 (0%)
Value$7.6M (-$398.0K)
Filed 2026-11-06
United Wealth Management, LLC
INCREASED
Shares159,726 from 138,321
Change+21,405 (+15%)
Value$7.4M (+$666.4K)
Filed 2026-10-30
Forza Wealth Management, LLC
DECREASED
Shares158,600 from 174,200
Change-15,600 (-9%)
Value$7.3M (-$1.1M)
Filed 2026-10-20
Root Financial Partners, LLC
INCREASED
Shares150,351 from 107,262
Change+43,089 (+40%)
Value$6.9M (+$1.7M)
Filed 2026-10-21
Maryland Capital Advisors Inc.
DECREASED
Shares148,844 from 149,261
Change-417 (0%)
Value$6.9M (-$363.2K)
Filed 2026-10-15
Core Wealth Management, Inc.
DECREASED
Shares138,008 from 150,593
Change-12,585 (-8%)
Value$6.4M (-$926.4K)
Filed 2026-10-22
BCO Wealth Management LLC
INCREASED
Shares128,922 from 112,137
Change+16,785 (+15%)
Value$5.9M (+$514.1K)
Filed 2026-10-14
Kings Path Partners LLC
DECREASED
Shares117,577 from 118,323
Change-746 (-1%)
Value$5.4M (-$307.1K)
Filed 2026-10-21
Verus Financial Partners, Inc.
INCREASED
Shares116,003 from 108,310
Change+7,693 (+7%)
Value$5.3M (+$104.5K)
Filed 2026-10-29
Mainsail Asset Management, LLC
INCREASED
Shares102,955 from 102,190
Change+765 (+1%)
Value$4.8M (-$160.9K)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
INCREASED
Shares98,704 from 88,249
Change+10,455 (+12%)
Value$4.5M (+$277.8K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares93,618 from 77,713
Change+15,905 (+20%)
Value$4.3M (+$553.0K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares86,385 from 68,393
Change+17,992 (+26%)
Value$4.0M (+$670.5K)
Filed 2026-10-30
Washington Trust Advisors, Inc.
INCREASED
Shares85,907 from 80,864
Change+5,043 (+6%)
Value$4.0M (+$45.7K)
Filed 2026-10-22
Aurelius Family Office LLC
INCREASED
Shares82,821 from 80,663
Change+2,158 (+3%)
Value$3.8M (-$86.6K)
Filed 2026-10-23
Vested Financial Planning, LLC
DECREASED
Shares74,713 from 245,079
Change-170,366 (-70%)
Value$3.4M (-$8.4M)
Filed 2026-10-28
Scratch Capital LLC
INCREASED
Shares71,466 from 70,456
Change+1,010 (+1%)
Value$3.3M (-$115.9K)
Filed 2026-11-02
Tandemgrowth Financial Advisors LLC
INCREASED
Shares71,120 from 61,130
Change+9,990 (+16%)
Value$3.3M (+$318.9K)
Filed 2026-11-05
Aerodigm Wealth, LLC
INCREASED
Shares68,931 from 55,852
Change+13,079 (+23%)
Value$3.2M (+$473.3K)
Filed 2026-10-16
Quarry Hill Advisors, LLC
DECREASED
Shares67,191 from 75,101
Change-7,910 (-11%)
Value$3.1M (-$537.2K)
Filed 2026-11-04
Friday Financial
INCREASED
Shares65,899 from 16,717
Change+49,182 (+294%)
Value$3.0M (+$2.2M)
Filed 2026-10-09
Modera Wealth Management, LLC
DECREASED
Shares64,921 from 69,130
Change-4,209 (-6%)
Value$3.0M (-$353.1K)
Filed 2026-10-28
Elser Financial Planning, Inc
NEW
Shares64,509
Change+64,509
Value$3.0M
Filed 2026-10-16
Baker Avenue Asset Management, LP
DECREASED
Shares64,201 from 69,540
Change-5,339 (-8%)
Value$3.0M (-$406.0K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares61,691 from 64,324
Change-2,633 (-4%)
Value$2.8M (-$269.4K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares59,157 from 38,480
Change+20,677 (+54%)
Value$2.7M (+$863.1K)
Filed 2026-10-08
Park Avenue Securities LLC
INCREASED
Shares57,839 from 56,114
Change+1,725 (+3%)
Value$2.7M (-$50.0K)
Filed 2026-10-26
GEM Asset Management, LLC
DECREASED
Shares56,413 from 60,859
Change-4,446 (-7%)
Value$2.6M (-$345.0K)
Filed 2026-10-13
Meredith Wealth Planning
DECREASED
Shares54,769 from 55,527
Change-758 (-1%)
Value$2.5M (-$162.9K)
Filed 2026-10-14
Hiley Hunt Wealth Management
INCREASED
Shares52,074 from 51,890
Change+184 (+0%)
Value$2.4M (-$111.2K)
Filed 2026-10-08
Apollon Wealth Management, LLC
NEW
Shares50,724
Change+50,724
Value$2.3M
Filed 2026-10-23
SwitchPoint Financial Planning, LLC
INCREASED
Shares49,794 from 36,592
Change+13,202 (+36%)
Value$2.3M (+$523.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares49,651 from 53,730
Change-4,079 (-8%)
Value$2.3M (-$311.6K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares48,690 from 43,086
Change+5,604 (+13%)
Value$2.2M (+$158.7K)
Filed 2026-10-14
New Dimensions Wealth Management, LLC
INCREASED
Shares48,649 from 42,764
Change+5,885 (+14%)
Value$2.2M (+$172.3K)
Filed 2026-11-02
Family Capital Management, Inc.
INCREASED
Shares47,089 from 42,470
Change+4,619 (+11%)
Value$2.2M (+$114.7K)
Filed 2026-11-03
Partners in Financial Planning
INCREASED
Shares45,916 from 19,112
Change+26,804 (+140%)
Value$2.1M (+$1.2M)
Filed 2026-11-06
JDH Wealth Management, LLC
INCREASED
Shares43,818 from 16,853
Change+26,965 (+160%)
Value$2.0M (+$1.2M)
Filed 2026-10-20
Concord Wealth Partners
DECREASED
Shares42,596 from 46,690
Change-4,094 (-9%)
Value$2.0M (-$296.1K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
DECREASED
Shares42,566 from 45,500
Change-2,934 (-6%)
Value$2.0M (-$239.9K)
Filed 2026-10-27
Aspen Wealth Management LLC
DECREASED
Shares42,511 from 75,033
Change-32,522 (-43%)
Value$2.0M (-$1.7M)
Filed 2026-10-14
Northwest Wealth Management, LLC
INCREASED
Shares41,807 from 38,489
Change+3,318 (+9%)
Value$1.9M (+$64.0K)
Filed 2026-10-30
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares41,750 from 37,250
Change+4,500 (+12%)
Value$1.9M (+$136.4K)
Filed 2026-10-14
Triune Financial Partners, LLC
INCREASED
Shares40,988 from 34,227
Change+6,761 (+20%)
Value$1.9M (+$232.3K)
Filed 2026-11-03
Elevate Wealth Advisory, Inc
INCREASED
Shares40,081 from 36,355
Change+3,726 (+10%)
Value$1.8M (+$87.7K)
Filed 2026-10-29
Timonier Family Office, Ltd.
DECREASED
Shares39,669 from 40,389
Change-720 (-2%)
Value$1.8M (-$126.2K)
Filed 2026-11-03
Verisail Partners, LLC
DECREASED
Shares38,066 from 43,265
Change-5,199 (-12%)
Value$1.8M (-$339.0K)
Filed 2026-10-19
HMV Wealth Advisors, LLC
NEW
Shares37,410
Change+37,410
Value$1.7M
Filed 2026-10-27
Shearwater Capital LLC
DECREASED
Shares35,899 from 39,791
Change-3,892 (-10%)
Value$1.7M (-$270.9K)
Filed 2026-10-13
Life Planning Partners, Inc
INCREASED
Shares35,740 from 9,784
Change+25,956 (+265%)
Value$1.6M (+$1.2M)
Filed 2026-10-28
TCI Wealth Advisors, Inc.
NEW
Shares35,494
Change+35,494
Value$1.6M
Filed 2026-10-30
Evanson Financial, LLC
INCREASED
Shares35,163 from 35,042
Change+121 (+0%)
Value$1.6M (-$75.2K)
Filed 2026-10-23
Websterrogers Financial Advisors, LLC
INCREASED
Shares34,623 from 31,242
Change+3,381 (+11%)
Value$1.6M (+$83.6K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
DECREASED
Shares34,364 from 45,084
Change-10,720 (-24%)
Value$1.6M (-$579.1K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
DECREASED
Shares33,368 from 33,547
Change-179 (-1%)
Value$1.5M (-$85.6K)
Filed 2026-10-16
One Degree Advisors Inc
INCREASED
Shares32,458 from 29,613
Change+2,845 (+10%)
Value$1.5M (+$67.6K)
Filed 2026-11-06
Andrews, Lucia Wealth Management LLC
INCREASED
Shares31,831 from 10,779
Change+21,052 (+195%)
Value$1.5M (+$944.2K)
Filed 2026-11-02
FF Advisors,LLC
DECREASED
Shares31,743 from 55,193
Change-23,450 (-42%)
Value$1.5M (-$1.2M)
Filed 2026-10-21
Capstone Wealth Management, LLC
INCREASED
Shares31,175 from 28,842
Change+2,333 (+8%)
Value$1.4M (+$40.9K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares30,659 from 28,854
Change+1,805 (+6%)
Value$1.4M (+$16.6K)
Filed 2026-10-14
Rockwood Wealth Management, LLC
NEW
Shares27,046
Change+27,046
Value$1.2M
Filed 2026-10-27
Legacy Financial Group, Inc.
DECREASED
Shares26,328 from 43,740
Change-17,412 (-40%)
Value$1.2M (-$902.3K)
Filed 2026-10-21
Heffernan Advisory, Inc
UNCHANGED
Shares25,930 from 25,930
Change0 (0%)
Value$1.2M (-$59.8K)
Filed 2026-10-13
Cogent Strategic Wealth LLC
INCREASED
Shares24,726 from 19,198
Change+5,528 (+29%)
Value$1.1M (+$210.2K)
Filed 2026-10-22
CogentBlue Wealth Advisors, LLC
DECREASED
Shares24,232 from 25,982
Change-1,750 (-7%)
Value$1.1M (-$140.4K)
Filed 2026-10-09
Anson Capital, Inc.
INCREASED
Shares23,602 from 14,981
Change+8,621 (+58%)
Value$1.1M (+$362.3K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares23,598 from 33,152
Change-9,554 (-29%)
Value$1.1M (-$516.2K)
Filed 2026-10-16
Pacific Asset Management, LLC
DECREASED
Shares22,886 from 23,249
Change-363 (-2%)
Value$1.1M (-$70.3K)
Filed 2026-10-15
Blume Capital Management, Inc.
UNCHANGED
Shares22,685 from 22,685
Change0 (0%)
Value$1.0M (-$52.3K)
Filed 2026-10-26
Investmark Advisory Group LLC
DECREASED
Shares22,254 from 22,255
Change-1 (0%)
Value$1.0M (-$51.3K)
Filed 2026-10-27
Wheels Up Wealth, Inc.
DECREASED
Shares22,234 from 32,896
Change-10,662 (-32%)
Value$1.0M (-$566.6K)
Filed 2026-10-27
SpringVest Wealth Management LLC
INCREASED
Shares20,380 from 13,458
Change+6,922 (+51%)
Value$938.1K (+$287.6K)
Filed 2026-10-27
Sterling Wealth Management, Inc.
DECREASED
Shares20,240 from 27,665
Change-7,425 (-27%)
Value$931.6K (-$405.5K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,594 from 18,608
Change-14 (0%)
Value$856.0K (-$43.0K)
Filed 2026-11-02
Cogent Private Wealth, Inc.
DECREASED
Shares17,959 from 19,970
Change-2,011 (-10%)
Value$826.7K (-$138.6K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares17,610 from 17,254
Change+356 (+2%)
Value$810.6K (-$23.4K)
Filed 2026-10-21
Bernardo Wealth Planning LLC
NEW
Shares17,412
Change+17,412
Value$801.5K
Filed 2026-10-23
JP Wealth Management, Inc.
UNCHANGED
Shares16,870 from 16,870
Change0 (0%)
Value$776.5K (-$38.9K)
Filed 2026-10-07
Phillips Financial Management, LLC
DECREASED
Shares16,548 from 16,913
Change-365 (-2%)
Value$761.7K (-$55.8K)
Filed 2026-10-19
Tassel Capital Management, Inc.
DECREASED
Shares16,472 from 61,178
Change-44,706 (-73%)
Value$758.2K (-$2.2M)
Filed 2026-10-20
Apollon Financial, LLC
INCREASED
Shares16,092 from 5,715
Change+10,377 (+182%)
Value$740.7K (+$464.5K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares15,448 from 15,418
Change+30 (+0%)
Value$711.1K (-$34.2K)
Filed 2026-10-20
HBE Wealth Management, LLC
INCREASED
Shares15,414 from 14,838
Change+576 (+4%)
Value$709.5K (-$7.7K)
Filed 2026-11-06
Bdfs Capital LLC
DECREASED
Shares14,766 from 23,230
Change-8,464 (-36%)
Value$679.7K (-$443.1K)
Filed 2026-10-14
Navigate Wealth Management, LLC
NEW
Shares13,937
Change+13,937
Value$644.0K
Filed 2026-10-14
Regions Financial Corp
NEW
Shares13,390
Change+13,390
Value$616.3K
Filed 2026-11-05
Warburton Capital Management, LLC
DECREASED
Shares12,800 from 44,170
Change-31,370 (-71%)
Value$605.2K (-$1.5M)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares12,305
Change+12,305
Value$566.0K
Filed 2026-11-03
Landmark Wealth Management, LLC
DECREASED
Shares12,234 from 35,723
Change-23,489 (-66%)
Value$563.1K (-$1.2M)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED
Shares12,216 from 12,278
Change-62 (0%)
Value$562.3K (-$31.2K)
Filed 2026-10-26
Burton Enright Welch
INCREASED
Shares11,991 from 10,525
Change+1,466 (+14%)
Value$551.9K (+$43.2K)
Filed 2026-11-04
Oath Planning, LLC
INCREASED
Shares11,454 from 9,276
Change+2,178 (+23%)
Value$527.2K (+$78.9K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares11,288
Change+11,288
Value$519.6K
Filed 2026-11-03
Iowa State Bank
UNCHANGED
Shares11,271 from 11,271
Change0 (0%)
Value$518.8K (-$26.0K)
Filed 2026-10-06
Burk Holdings LLC
INCREASED
Shares11,026 from 11,011
Change+15 (+0%)
Value$507.5K (-$24.7K)
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares10,953 from 10,872
Change+81 (+1%)
Value$504.2K (-$21.3K)
Filed 2026-11-05
Kane Co Wealth Management, Inc.
DECREASED
Shares10,825 from 27,750
Change-16,925 (-61%)
Value$498.3K (-$843.0K)
Filed 2026-11-04
Avestar Capital, LLC
INCREASED
Shares10,775 from 7,469
Change+3,306 (+44%)
Value$496.0K (+$135.0K)
Filed 2026-10-28
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares10,622 from 10,622
Change0 (0%)
Value$488.9K (-$24.5K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares10,600 from 8,800
Change+1,800 (+20%)
Value$487.9K (+$62.6K)
Filed 2026-10-19
DecisionPoint Financial, LLC
UNCHANGED
Shares9,344 from 9,344
Change0 (0%)
Value$432.1K (-$19.5K)
Filed 2026-10-27
Stewardship Advisors, LLC
INCREASED
Shares8,967 from 7,833
Change+1,134 (+14%)
Value$412.8K (+$34.1K)
Filed 2026-10-20
Forteris Wealth Management Inc.
DECREASED
Shares8,480 from 8,705
Change-225 (-3%)
Value$390.3K (-$30.4K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED
Shares8,431 from 8,379
Change+52 (+1%)
Value$388.1K (-$16.9K)
Filed 2026-10-21
Squire Investment Management Company, LLC
INCREASED
Shares8,320 from 7,949
Change+371 (+5%)
Value$383.0K (-$1.2K)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares8,215 from 8,331
Change-116 (-1%)
Value$378.1K (-$24.5K)
Filed 2026-10-28
Tableaux LLC
DECREASED
Shares8,085 from 8,702
Change-617 (-7%)
Value$372.2K (-$48.5K)
Filed 2026-10-23
AA Financial Advisors, LLC
NEW
Shares7,813
Change+7,813
Value$359.6K
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares7,737 from 7,646
Change+91 (+1%)
Value$356.1K (-$13.5K)
Filed 2026-11-06
Roth Financial Partners LLC
NEW
Shares7,415
Change+7,415
Value$341.3K
Filed 2026-10-06
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares6,912 from 6,912
Change0 (0%)
Value$318.2K (-$15.9K)
Filed 2026-11-02
Pinnacle Associates LTD
NEW
Shares6,749
Change+6,749
Value$310.7K
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares6,749
Change+6,749
Value$310.7K
Filed 2026-10-23
Foundry Financial LLC
DECREASED
Shares6,732 from 10,068
Change-3,336 (-33%)
Value$309.9K (-$176.8K)
Filed 2026-10-16
Oceanside Advisors LLC
INCREASED
Shares6,731 from 6,371
Change+360 (+6%)
Value$309.8K (+$1.9K)
Filed 2026-11-03
Claro Advisors Inc.
NEW
Shares6,548
Change+6,548
Value$301.4K
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares6,493 from 6,769
Change-276 (-4%)
Value$298.9K (-$28.3K)
Filed 2026-10-22
Creative Capital Management Investments LLC
INCREASED
Shares6,454 from 5,732
Change+722 (+13%)
Value$297.1K (+$20.0K)
Filed 2026-10-28
Pinnacle Financial Group, LLC / IL
UNCHANGED
Shares6,230 from 6,230
Change0 (0%)
Value$286.8K (-$14.4K)
Filed 2026-10-29
Level Financial Advisors
INCREASED
Shares6,190 from 5,775
Change+415 (+7%)
Value$284.9K (+$5.8K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
NEW
Shares6,164
Change+6,164
Value$283.7K
Filed 2026-10-16
StoneX Group Inc.
NEW
Shares6,149
Change+6,149
Value$283.1K
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares6,109 from 6,073
Change+36 (+1%)
Value$281.2K (-$12.3K)
Filed 2026-11-03
KFG Wealth Management, LLC
INCREASED
Shares6,025 from 5,472
Change+553 (+10%)
Value$277.3K (+$12.9K)
Filed 2026-10-16
Omni 360 Wealth, Inc.
NEW
Shares5,247
Change+5,247
Value$241.5K
Filed 2026-10-13
Birch Financial Group, LLC
INCREASED
Shares5,241 from 5,133
Change+108 (+2%)
Value$241.2K (-$6.9K)
Filed 2026-10-27
Werba Rubin Papier Wealth Management
NEW
Shares4,746
Change+4,746
Value$218.5K
Filed 2026-11-06
Csenge Advisory Group
DECREASED
Shares4,741 from 5,470
Change-729 (-13%)
Value$218.2K (-$46.2K)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares4,566 from 4,566
Change0 (0%)
Value$210.2K (-$10.5K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares4,251 from 13,011
Change-8,760 (-67%)
Value$195.7K (-$433.2K)
Filed 2026-11-05
Navigoe, LLC
DECREASED
Shares3,998 from 4,309
Change-311 (-7%)
Value$184.0K (-$24.0K)
Filed 2026-11-04
Blueline Advisors LLC
DECREASED
Shares3,554 from 3,850
Change-296 (-8%)
Value$163.6K (-$22.5K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares3,194 from 98
Change+3,096 (+3159%)
Value$147.0K (+$142.3K)
Filed 2026-11-06
Nemes Rush Group LLC
INCREASED
Shares1,888 from 1,668
Change+220 (+13%)
Value$86.9K (+$6.3K)
Filed 2026-11-04
City State Bank
DECREASED
Shares1,038 from 1,039
Change-1 (0%)
Value$47.8K (-$2.4K)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares764 from 671
Change+93 (+14%)
Value$35.2K (+$2.7K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares485 from 481
Change+4 (+1%)
Value$22.3K (-$943)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$18.0K (-$901)
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares319 from 317
Change+2 (+1%)
Value$14.7K (-$621)
Filed 2026-10-23
RHL Group, LLC
INCREASED
Shares262 from 260
Change+2 (+1%)
Value$12.1K (-$417)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
NEW
Shares229
Change+229
Value$10.5K
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares125 from 155
Change-30 (-19%)
Value$5.8K (-$1.7K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares47 from 49
Change-2 (-4%)
Value$2.2K (-$213)
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$46 (-$2)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 73,634
Change-73,634 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-26
Penney Financial, LLC
CLOSED
Shares0 from 35,448
Change-35,448 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-20
HB Wealth Management, LLC
CLOSED
Shares0 from 29,776
Change-29,776 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-23
Pioneer Wealth Management Group
CLOSED
Shares0 from 22,599
Change-22,599 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-09
Physician Wealth Solutions Inc.
CLOSED
Shares0 from 14,392
Change-14,392 (-100%)
Value$0 (-$695.6K)
Filed 2026-10-14
Kaufman Rossin Wealth, LLC
CLOSED
Shares0 from 11,237
Change-11,237 (-100%)
Value$0 (-$542.0K)
Filed 2026-10-19
Meridian Wealth Management, LLC
CLOSED
Shares0 from 9,769
Change-9,769 (-100%)
Value$0 (-$472.2K)
Filed 2026-11-05
Five Oceans Advisors
CLOSED
Shares0 from 8,605
Change-8,605 (-100%)
Value$0 (-$415.9K)
Filed 2026-10-22
Merited Wealth, LLC
CLOSED
Shares0 from 7,594
Change-7,594 (-100%)
Value$0 (-$367.1K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
CLOSED
Shares0 from 6,442
Change-6,442 (-100%)
Value$0 (-$311.4K)
Filed 2026-10-26
Leading Edge Financial Planning LLC
CLOSED
Shares0 from 6,163
Change-6,163 (-100%)
Value$0 (-$297.9K)
Filed 2026-10-23
Creative Planning
CLOSED
Shares0 from 4,440
Change-4,440 (-100%)
Value$0 (-$214.6K)
Filed 2026-11-02
SJS Investment Consulting Inc.
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$34.3K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-15
Focus Partners Wealth
N/A
Shares— from 5,069,659
Change-5,069,659 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,211,719
Change-3,211,719 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,646,788
Change-1,646,788 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,055,345
Change-1,055,345 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 939,121
Change-939,121 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 896,162
Change-896,162 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 808,791
Change-808,791 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 796,384
Change-796,384 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 545,339
Change-545,339 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 481,181
Change-481,181 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 428,712
Change-428,712 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 290,185
Change-290,185 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 255,575
Change-255,575 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 247,398
Change-247,398 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 230,567
Change-230,567 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 206,692
Change-206,692 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 203,458
Change-203,458 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 153,321
Change-153,321 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 152,320
Change-152,320 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 119,155
Change-119,155 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 116,659
Change-116,659 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 102,659
Change-102,659 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 98,541
Change-98,541 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 91,480
Change-91,480 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 79,330
Change-79,330 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 77,050
Change-77,050 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 75,937
Change-75,937 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 75,612
Change-75,612 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 68,662
Change-68,662 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 67,295
Change-67,295 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 63,109
Change-63,109 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 61,832
Change-61,832 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 61,502
Change-61,502 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 57,058
Change-57,058 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 56,893
Change-56,893 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 48,132
Change-48,132 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 40,153
Change-40,153 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 39,913
Change-39,913 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 39,135
Change-39,135 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 37,722
Change-37,722 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 37,640
Change-37,640 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 36,648
Change-36,648 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 35,251
Change-35,251 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 34,895
Change-34,895 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 34,431
Change-34,431 (-100%)
Value—
Betterment LLC
N/A
Shares— from 33,526
Change-33,526 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 32,857
Change-32,857 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 32,810
Change-32,810 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 30,480
Change-30,480 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,183
Change-29,183 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,950
Change-26,950 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 26,847
Change-26,847 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 26,560
Change-26,560 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 25,521
Change-25,521 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 25,201
Change-25,201 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 25,037
Change-25,037 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 24,574
Change-24,574 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 22,552
Change-22,552 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 21,455
Change-21,455 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 21,078
Change-21,078 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 20,491
Change-20,491 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 19,697
Change-19,697 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 19,508
Change-19,508 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 18,598
Change-18,598 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 18,094
Change-18,094 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 17,735
Change-17,735 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 17,081
Change-17,081 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 15,683
Change-15,683 (-100%)
Value—
&partners
N/A
Shares— from 15,402
Change-15,402 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 15,276
Change-15,276 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 14,619
Change-14,619 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 12,928
Change-12,928 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 11,416
Change-11,416 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,502
Change-10,502 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,284
Change-10,284 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,734
Change-8,734 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 8,698
Change-8,698 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 8,648
Change-8,648 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,045
Change-8,045 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,845
Change-7,845 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,258
Change-7,258 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,227
Change-7,227 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 202
Change-202 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 119
Change-119 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10
Change-10 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Apella Capital, LLC
INCREASED1,690,5821,590,906+99,676+6%$76.8M$77.9M+$1.1M2026-10-08
Foster Group, Inc.
DECREASED1,317,3831,483,405-166,022-11%$71.7M$60.6M-$11.1M2026-10-13
Symmetry Partners, LLC
DECREASED1,211,7301,285,613-73,883-6%$62.1M$55.8M-$6.4M2026-10-27
AWM Capital, LLC
INCREASED1,127,167725,052+402,115+55%$35.0M$51.9M+$16.8M2026-10-16
MBL Wealth, LLC
INCREASED832,678776,501+56,177+7%$37.5M$38.3M+$796.0K2026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED612,276556,651+55,625+10%$26.9M$28.2M+$1.3M2026-10-09
LPL Financial LLC
DECREASED572,979578,747-5,768-1%$28.0M$26.4M-$1.6M2026-11-06
Commonwealth Equity Services, LLC
DECREASED550,976672,029-121,053-18%$32.5M$25.4M-$7.1M2026-11-02
Aspiriant, LLC
INCREASED443,046432,596+10,450+2%$20.9M$20.4M-$516.1K2026-10-16
Assetmark, Inc
INCREASED402,629350,598+52,031+15%$16.9M$18.5M+$1.6M2026-10-21
Vestment Financial LLC
INCREASED402,565351,964+50,601+14%$17.0M$18.6M+$1.6M2026-10-13
West Financial Advisors, LLC
INCREASED377,379215,661+161,718+75%$10.4M$17.4M+$6.9M2026-10-22
Austin Wealth Management, LLC
INCREASED370,234364,914+5,320+1%$17.5M$17.1M-$480.9K2026-11-06
Yardley Wealth Management LLC
INCREASED370,108328,185+41,923+13%$15.9M$17.0M+$1.2M2026-10-23
Savant Capital, LLC
DECREASED369,832376,015-6,183-2%$18.2M$17.0M-$1.1M2026-11-06
Mattern Wealth Management LLC
DECREASED360,052548,877-188,825-34%$26.5M$16.6M-$10.0M2026-11-04
Porter White Investment Advisors, Inc.
INCREASED356,498176,591+179,907+102%$8.5M$16.4M+$7.9M2026-10-14
Collective Family Office LLC
INCREASED348,740121,903+226,837+186%$5.9M$16.1M+$10.2M2026-10-05
RAM Investment Partners, LLC
DECREASED345,112583,595-238,483-41%$28.2M$15.9M-$12.3M2026-10-21
Wheelhouse Advisory Group LLC
INCREASED333,834318,359+15,475+5%$15.4M$15.4M-$21.5K2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED277,774272,899+4,875+2%$13.2M$12.8M-$404.6K2026-11-05
Entrewealth, LLC
INCREASED255,371233,430+21,941+9%$11.2M$11.8M+$599.1K2026-10-14
Allworth Financial LP
INCREASED250,273237,528+12,745+5%$11.5M$12.1M+$616.0K2026-11-06
Citrine Capital LLC
INCREASED236,525200,893+35,632+18%$9.7M$10.9M+$1.2M2026-10-14
Guardian Wealth Management, LLC
INCREASED220,214198,012+22,202+11%$9.6M$10.1M+$565.5K2026-10-14
Resonant Capital Advisors, LLC
DECREASED218,100280,894-62,794-22%$13.6M$10.0M-$3.5M2026-10-15
Plancorp, LLC
INCREASED214,049201,949+12,100+6%$9.7M$10.1M+$377.8K2026-11-03
55 North Private Wealth, LLC
DECREASED207,573211,718-4,145-2%$10.2M$9.6M-$678.8K2026-10-20
Vestia Personal Wealth Advisors
INCREASED205,326178,237+27,089+15%$8.6M$9.5M+$836.1K2026-10-20
Outbound Financial Inc
INCREASED194,616188,504+6,112+3%$9.1M$9.0M-$153.2K2026-10-13
Tillman Hartley LLC
INCREASED193,403106,022+87,381+82%$5.1M$8.9M+$3.8M2026-11-06
Mills Wealth Advisors LLC
INCREASED188,831164,031+24,800+15%$7.9M$8.7M+$763.4K2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED185,047212,330-27,283-13%$10.2M$8.5M-$1.7M2026-10-13
Confluence Investment Management LLC
DECREASED181,363189,628-8,265-4%$9.2M$8.3M-$817.5K2026-10-01
Concurrent Investment Advisors, LLC
INCREASED176,874162,601+14,273+9%$7.9M$8.1M+$282.2K2026-10-16
25 LLC
DECREASED176,569195,416-18,847-10%$9.4M$8.1M-$1.3M2026-10-13
RW Investment Management LLC
INCREASED168,658164,205+4,453+3%$7.9M$7.8M-$173.5K2026-11-03
Compass Financial Group, Inc.
DECREASED164,097164,506-4090%$8.0M$7.6M-$398.0K2026-11-06
United Wealth Management, LLC
INCREASED159,726138,321+21,405+15%$6.7M$7.4M+$666.4K2026-10-30
Forza Wealth Management, LLC
DECREASED158,600174,200-15,600-9%$8.4M$7.3M-$1.1M2026-10-20
Root Financial Partners, LLC
INCREASED150,351107,262+43,089+40%$5.2M$6.9M+$1.7M2026-10-21
Maryland Capital Advisors Inc.
DECREASED148,844149,261-4170%$7.2M$6.9M-$363.2K2026-10-15
Core Wealth Management, Inc.
DECREASED138,008150,593-12,585-8%$7.3M$6.4M-$926.4K2026-10-22
BCO Wealth Management LLC
INCREASED128,922112,137+16,785+15%$5.4M$5.9M+$514.1K2026-10-14
Kings Path Partners LLC
DECREASED117,577118,323-746-1%$5.7M$5.4M-$307.1K2026-10-21
Verus Financial Partners, Inc.
INCREASED116,003108,310+7,693+7%$5.2M$5.3M+$104.5K2026-10-29
Mainsail Asset Management, LLC
INCREASED102,955102,190+765+1%$4.9M$4.8M-$160.9K2026-10-14
DiNuzzo Private Wealth, Inc.
INCREASED98,70488,249+10,455+12%$4.3M$4.5M+$277.8K2026-10-16
Vise Technologies, Inc.
INCREASED93,61877,713+15,905+20%$3.8M$4.3M+$553.0K2026-10-29
Truist Financial Corp
INCREASED86,38568,393+17,992+26%$3.3M$4.0M+$670.5K2026-10-30
Washington Trust Advisors, Inc.
INCREASED85,90780,864+5,043+6%$3.9M$4.0M+$45.7K2026-10-22
Aurelius Family Office LLC
INCREASED82,82180,663+2,158+3%$3.9M$3.8M-$86.6K2026-10-23
Vested Financial Planning, LLC
DECREASED74,713245,079-170,366-70%$11.8M$3.4M-$8.4M2026-10-28
Scratch Capital LLC
INCREASED71,46670,456+1,010+1%$3.4M$3.3M-$115.9K2026-11-02
Tandemgrowth Financial Advisors LLC
INCREASED71,12061,130+9,990+16%$3.0M$3.3M+$318.9K2026-11-05
Aerodigm Wealth, LLC
INCREASED68,93155,852+13,079+23%$2.7M$3.2M+$473.3K2026-10-16
Quarry Hill Advisors, LLC
DECREASED67,19175,101-7,910-11%$3.6M$3.1M-$537.2K2026-11-04
Friday Financial
INCREASED65,89916,717+49,182+294%$807.1K$3.0M+$2.2M2026-10-09
Modera Wealth Management, LLC
DECREASED64,92169,130-4,209-6%$3.3M$3.0M-$353.1K2026-10-28
Elser Financial Planning, Inc
NEW64,509—+64,509——$3.0M—2026-10-16
Baker Avenue Asset Management, LP
DECREASED64,20169,540-5,339-8%$3.4M$3.0M-$406.0K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED61,69164,324-2,633-4%$3.1M$2.8M-$269.4K2026-10-14
Farther Finance Advisors, LLC
INCREASED59,15738,480+20,677+54%$1.9M$2.7M+$863.1K2026-10-08
Park Avenue Securities LLC
INCREASED57,83956,114+1,725+3%$2.7M$2.7M-$50.0K2026-10-26
GEM Asset Management, LLC
DECREASED56,41360,859-4,446-7%$2.9M$2.6M-$345.0K2026-10-13
Meredith Wealth Planning
DECREASED54,76955,527-758-1%$2.7M$2.5M-$162.9K2026-10-14
Hiley Hunt Wealth Management
INCREASED52,07451,890+184+0%$2.5M$2.4M-$111.2K2026-10-08
Apollon Wealth Management, LLC
NEW50,724—+50,724——$2.3M—2026-10-23
SwitchPoint Financial Planning, LLC
INCREASED49,79436,592+13,202+36%$1.8M$2.3M+$523.3K2026-11-02
Kestra Advisory Services, LLC
DECREASED49,65153,730-4,079-8%$2.6M$2.3M-$311.6K2026-11-02
XY Planning Network, Inc.
INCREASED48,69043,086+5,604+13%$2.1M$2.2M+$158.7K2026-10-14
New Dimensions Wealth Management, LLC
INCREASED48,64942,764+5,885+14%$2.1M$2.2M+$172.3K2026-11-02
Family Capital Management, Inc.
INCREASED47,08942,470+4,619+11%$2.1M$2.2M+$114.7K2026-11-03
Partners in Financial Planning
INCREASED45,91619,112+26,804+140%$923.8K$2.1M+$1.2M2026-11-06
JDH Wealth Management, LLC
INCREASED43,81816,853+26,965+160%$814.6K$2.0M+$1.2M2026-10-20
Concord Wealth Partners
DECREASED42,59646,690-4,094-9%$2.3M$2.0M-$296.1K2026-11-02
Heritage Wealth Management, Inc.
DECREASED42,56645,500-2,934-6%$2.2M$2.0M-$239.9K2026-10-27
Aspen Wealth Management LLC
DECREASED42,51175,033-32,522-43%$3.6M$2.0M-$1.7M2026-10-14
Northwest Wealth Management, LLC
INCREASED41,80738,489+3,318+9%$1.9M$1.9M+$64.0K2026-10-30
Hartmann Taylor Wealth Management, LLC
INCREASED41,75037,250+4,500+12%$1.8M$1.9M+$136.4K2026-10-14
Triune Financial Partners, LLC
INCREASED40,98834,227+6,761+20%$1.7M$1.9M+$232.3K2026-11-03
Elevate Wealth Advisory, Inc
INCREASED40,08136,355+3,726+10%$1.8M$1.8M+$87.7K2026-10-29
Timonier Family Office, Ltd.
DECREASED39,66940,389-720-2%$2.0M$1.8M-$126.2K2026-11-03
Verisail Partners, LLC
DECREASED38,06643,265-5,199-12%$2.1M$1.8M-$339.0K2026-10-19
HMV Wealth Advisors, LLC
NEW37,410—+37,410——$1.7M—2026-10-27
Shearwater Capital LLC
DECREASED35,89939,791-3,892-10%$1.9M$1.7M-$270.9K2026-10-13
Life Planning Partners, Inc
INCREASED35,7409,784+25,956+265%$472.9K$1.6M+$1.2M2026-10-28
TCI Wealth Advisors, Inc.
NEW35,494—+35,494——$1.6M—2026-10-30
Evanson Financial, LLC
INCREASED35,16335,042+121+0%$1.7M$1.6M-$75.2K2026-10-23
Websterrogers Financial Advisors, LLC
INCREASED34,62331,242+3,381+11%$1.5M$1.6M+$83.6K2026-11-02
SAX Wealth Advisors, LLC
DECREASED34,36445,084-10,720-24%$2.2M$1.6M-$579.1K2026-10-13
Signature Resources Capital Management, LLC
DECREASED33,36833,547-179-1%$1.6M$1.5M-$85.6K2026-10-16
One Degree Advisors Inc
INCREASED32,45829,613+2,845+10%$1.4M$1.5M+$67.6K2026-11-06
Andrews, Lucia Wealth Management LLC
INCREASED31,83110,779+21,052+195%$521.0K$1.5M+$944.2K2026-11-02
FF Advisors,LLC
DECREASED31,74355,193-23,450-42%$2.7M$1.5M-$1.2M2026-10-21
Capstone Wealth Management, LLC
INCREASED31,17528,842+2,333+8%$1.4M$1.4M+$40.9K2026-11-02
Mather Group, Llc.
INCREASED30,65928,854+1,805+6%$1.4M$1.4M+$16.6K2026-10-14
Rockwood Wealth Management, LLC
NEW27,046—+27,046——$1.2M—2026-10-27
Legacy Financial Group, Inc.
DECREASED26,32843,740-17,412-40%$2.1M$1.2M-$902.3K2026-10-21
Heffernan Advisory, Inc
UNCHANGED25,93025,93000%$1.3M$1.2M-$59.8K2026-10-13
Cogent Strategic Wealth LLC
INCREASED24,72619,198+5,528+29%$927.9K$1.1M+$210.2K2026-10-22
CogentBlue Wealth Advisors, LLC
DECREASED24,23225,982-1,750-7%$1.3M$1.1M-$140.4K2026-10-09
Anson Capital, Inc.
INCREASED23,60214,981+8,621+58%$724.1K$1.1M+$362.3K2026-10-23
IFP Advisors, Inc
DECREASED23,59833,152-9,554-29%$1.6M$1.1M-$516.2K2026-10-16
Pacific Asset Management, LLC
DECREASED22,88623,249-363-2%$1.1M$1.1M-$70.3K2026-10-15
Blume Capital Management, Inc.
UNCHANGED22,68522,68500%$1.1M$1.0M-$52.3K2026-10-26
Investmark Advisory Group LLC
DECREASED22,25422,255-10%$1.1M$1.0M-$51.3K2026-10-27
Wheels Up Wealth, Inc.
DECREASED22,23432,896-10,662-32%$1.6M$1.0M-$566.6K2026-10-27
SpringVest Wealth Management LLC
INCREASED20,38013,458+6,922+51%$650.5K$938.1K+$287.6K2026-10-27
Sterling Wealth Management, Inc.
DECREASED20,24027,665-7,425-27%$1.3M$931.6K-$405.5K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED18,59418,608-140%$899.0K$856.0K-$43.0K2026-11-02
Cogent Private Wealth, Inc.
DECREASED17,95919,970-2,011-10%$965.3K$826.7K-$138.6K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED17,61017,254+356+2%$834.0K$810.6K-$23.4K2026-10-21
Bernardo Wealth Planning LLC
NEW17,412—+17,412——$801.5K—2026-10-23
JP Wealth Management, Inc.
UNCHANGED16,87016,87000%$815.4K$776.5K-$38.9K2026-10-07
Phillips Financial Management, LLC
DECREASED16,54816,913-365-2%$817.5K$761.7K-$55.8K2026-10-19
Tassel Capital Management, Inc.
DECREASED16,47261,178-44,706-73%$3.0M$758.2K-$2.2M2026-10-20
Apollon Financial, LLC
INCREASED16,0925,715+10,377+182%$276.3K$740.7K+$464.5K2026-10-23
Physician Wealth Advisors, Inc.
INCREASED15,44815,418+30+0%$745.2K$711.1K-$34.2K2026-10-20
HBE Wealth Management, LLC
INCREASED15,41414,838+576+4%$717.2K$709.5K-$7.7K2026-11-06
Bdfs Capital LLC
DECREASED14,76623,230-8,464-36%$1.1M$679.7K-$443.1K2026-10-14
Navigate Wealth Management, LLC
NEW13,937—+13,937——$644.0K—2026-10-14
Regions Financial Corp
NEW13,390—+13,390——$616.3K—2026-11-05
Warburton Capital Management, LLC
DECREASED12,80044,170-31,370-71%$2.1M$605.2K-$1.5M2026-11-06
M Holdings Securities, Inc.
NEW12,305—+12,305——$566.0K—2026-11-03
Landmark Wealth Management, LLC
DECREASED12,23435,723-23,489-66%$1.7M$563.1K-$1.2M2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED12,21612,278-620%$593.5K$562.3K-$31.2K2026-10-26
Burton Enright Welch
INCREASED11,99110,525+1,466+14%$508.7K$551.9K+$43.2K2026-11-04
Oath Planning, LLC
INCREASED11,4549,276+2,178+23%$448.4K$527.2K+$78.9K2026-10-20
Ascentis Independent Advisors
NEW11,288—+11,288——$519.6K—2026-11-03
Iowa State Bank
UNCHANGED11,27111,27100%$544.8K$518.8K-$26.0K2026-10-06
Burk Holdings LLC
INCREASED11,02611,011+15+0%$532.2K$507.5K-$24.7K2026-11-05
Jacobi Capital Management LLC
INCREASED10,95310,872+81+1%$525.5K$504.2K-$21.3K2026-11-05
Kane Co Wealth Management, Inc.
DECREASED10,82527,750-16,925-61%$1.3M$498.3K-$843.0K2026-11-04
Avestar Capital, LLC
INCREASED10,7757,469+3,306+44%$361.0K$496.0K+$135.0K2026-10-28
Copper Harbor Investment Advisors, LLC
UNCHANGED10,62210,62200%$513.4K$488.9K-$24.5K2026-10-16
Acorn Wealth Advisors, LLC
INCREASED10,6008,800+1,800+20%$425.3K$487.9K+$62.6K2026-10-19
DecisionPoint Financial, LLC
UNCHANGED9,3449,34400%$451.6K$432.1K-$19.5K2026-10-27
Stewardship Advisors, LLC
INCREASED8,9677,833+1,134+14%$378.6K$412.8K+$34.1K2026-10-20
Forteris Wealth Management Inc.
DECREASED8,4808,705-225-3%$420.8K$390.3K-$30.4K2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED8,4318,379+52+1%$405.0K$388.1K-$16.9K2026-10-21
Squire Investment Management Company, LLC
INCREASED8,3207,949+371+5%$384.2K$383.0K-$1.2K2026-11-03
Choreo, LLC
DECREASED8,2158,331-116-1%$402.7K$378.1K-$24.5K2026-10-28
Tableaux LLC
DECREASED8,0858,702-617-7%$420.6K$372.2K-$48.5K2026-10-23
AA Financial Advisors, LLC
NEW7,813—+7,813——$359.6K—2026-10-19
Merit Financial Group, LLC
INCREASED7,7377,646+91+1%$369.6K$356.1K-$13.5K2026-11-06
Roth Financial Partners LLC
NEW7,415—+7,415——$341.3K—2026-10-06
RED Lighthouse Investment Management, LLC
UNCHANGED6,9126,91200%$334.1K$318.2K-$15.9K2026-11-02
Pinnacle Associates LTD
NEW6,749—+6,749——$310.7K—2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
NEW6,749—+6,749——$310.7K—2026-10-23
Foundry Financial LLC
DECREASED6,73210,068-3,336-33%$486.7K$309.9K-$176.8K2026-10-16
Oceanside Advisors LLC
INCREASED6,7316,371+360+6%$307.9K$309.8K+$1.9K2026-11-03
Claro Advisors Inc.
NEW6,548—+6,548——$301.4K—2026-11-02
Midwest Trust Co
DECREASED6,4936,769-276-4%$327.2K$298.9K-$28.3K2026-10-22
Creative Capital Management Investments LLC
INCREASED6,4545,732+722+13%$277.1K$297.1K+$20.0K2026-10-28
Pinnacle Financial Group, LLC / IL
UNCHANGED6,2306,23000%$301.1K$286.8K-$14.4K2026-10-29
Level Financial Advisors
INCREASED6,1905,775+415+7%$279.1K$284.9K+$5.8K2026-10-13
Robertson Stephens Wealth Management, LLC
NEW6,164—+6,164——$283.7K—2026-10-16
StoneX Group Inc.
NEW6,149—+6,149——$283.1K—2026-11-03
Verus Capital Partners, LLC
INCREASED6,1096,073+36+1%$293.5K$281.2K-$12.3K2026-11-03
KFG Wealth Management, LLC
INCREASED6,0255,472+553+10%$264.5K$277.3K+$12.9K2026-10-16
Omni 360 Wealth, Inc.
NEW5,247—+5,247——$241.5K—2026-10-13
Birch Financial Group, LLC
INCREASED5,2415,133+108+2%$248.1K$241.2K-$6.9K2026-10-27
Werba Rubin Papier Wealth Management
NEW4,746—+4,746——$218.5K—2026-11-06
Csenge Advisory Group
DECREASED4,7415,470-729-13%$264.4K$218.2K-$46.2K2026-11-04
US Bancorp \de\
UNCHANGED4,5664,56600%$220.7K$210.2K-$10.5K2026-11-05
Fifth Third Bancorp
DECREASED4,25113,011-8,760-67%$628.9K$195.7K-$433.2K2026-11-05
Navigoe, LLC
DECREASED3,9984,309-311-7%$208.0K$184.0K-$24.0K2026-11-04
Blueline Advisors LLC
DECREASED3,5543,850-296-8%$186.1K$163.6K-$22.5K2026-10-15
PNC Financial Services Group, Inc.
INCREASED3,19498+3,096+3159%$4.7K$147.0K+$142.3K2026-11-06
Nemes Rush Group LLC
INCREASED1,8881,668+220+13%$80.6K$86.9K+$6.3K2026-11-04
City State Bank
DECREASED1,0381,039-10%$50.2K$47.8K-$2.4K2026-10-20
Rossby Financial, LCC
INCREASED764671+93+14%$32.4K$35.2K+$2.7K2026-11-05
Parallel Advisors, LLC
INCREASED485481+4+1%$23.3K$22.3K-$9432026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED39139100%$18.9K$18.0K-$9012026-11-03
Tradewinds Capital Management, LLC
INCREASED319317+2+1%$15.3K$14.7K-$6212026-10-23
RHL Group, LLC
INCREASED262260+2+1%$12.5K$12.1K-$4172026-11-04
Pinnacle Bancorp, Inc.
NEW229—+229——$10.5K—2026-10-21
Larson Financial Group LLC
DECREASED125155-30-19%$7.5K$5.8K-$1.7K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED4749-2-4%$2.4K$2.2K-$2132026-10-30
Oakworth Capital, Inc.
UNCHANGED1100%$48$46-$22026-10-26
Vermillion Wealth Management, Inc.
CLOSED073,634-73,634-100%$3.6M$0-$3.6M2026-10-26
Penney Financial, LLC
CLOSED035,448-35,448-100%$1.7M$0-$1.7M2026-10-20
HB Wealth Management, LLC
CLOSED029,776-29,776-100%$1.4M$0-$1.4M2026-10-23
Pioneer Wealth Management Group
CLOSED022,599-22,599-100%$1.1M$0-$1.1M2026-10-09
Physician Wealth Solutions Inc.
CLOSED014,392-14,392-100%$695.6K$0-$695.6K2026-10-14
Kaufman Rossin Wealth, LLC
CLOSED011,237-11,237-100%$542.0K$0-$542.0K2026-10-19
Meridian Wealth Management, LLC
CLOSED09,769-9,769-100%$472.2K$0-$472.2K2026-11-05
Five Oceans Advisors
CLOSED08,605-8,605-100%$415.9K$0-$415.9K2026-10-22
Merited Wealth, LLC
CLOSED07,594-7,594-100%$367.1K$0-$367.1K2026-10-13
Willow Creek Wealth Management Inc.
CLOSED06,442-6,442-100%$311.4K$0-$311.4K2026-10-26
Leading Edge Financial Planning LLC
CLOSED06,163-6,163-100%$297.9K$0-$297.9K2026-10-23
Creative Planning
CLOSED04,440-4,440-100%$214.6K$0-$214.6K2026-11-02
SJS Investment Consulting Inc.
CLOSED0710-710-100%$34.3K$0-$34.3K2026-10-26
AdvisorNet Financial, Inc
CLOSED0318-318-100%$15.4K$0-$15.4K2026-10-15
Focus Partners Wealth
N/A—5,069,659-5,069,659-100%$245.0M———
Truepoint, Inc.
N/A—3,211,719-3,211,719-100%$155.2M———
Focus Partners Advisor Solutions, LLC
N/A—1,646,788-1,646,788-100%$79.6M———
GeoWealth Management, LLC
N/A—1,055,345-1,055,345-100%$51.0M———
Rather & Kittrell, Inc.
N/A—939,121-939,121-100%$45.4M———
Sequoia Financial Advisors, LLC
N/A—896,162-896,162-100%$43.3M———
Pathstone Holdings, LLC
N/A—808,791-808,791-100%$39.1M———
Beaird Harris Wealth Management, LLC
N/A—796,384-796,384-100%$38.5M———
Waterford Advisors, LLC
N/A—545,339-545,339-100%$28.8M———
Bank of America Corp
N/A—481,181-481,181-100%$23.3M———
HFM Investment Advisors, LLC
N/A—428,712-428,712-100%$20.7M———
HighTower Advisors, LLC
N/A—290,185-290,185-100%$14.0M———
Strathmore Capital Advisors, Inc.
N/A—255,575-255,575-100%$12.2M———
Dopkins Wealth Management, LLC
N/A—247,398-247,398-100%$12.0M———
Osaic Holdings, Inc.
N/A—230,567-230,567-100%$11.1M———
Integrated Wealth Concepts LLC
N/A—206,692-206,692-100%$10.0M———
Envestnet Asset Management Inc
N/A—203,458-203,458-100%$9.8M———
JPMorgan Chase & Co
N/A—153,321-153,321-100%$7.4M———
Optimus Capital Advisors, LLC
N/A—152,320-152,320-100%$7.4M———
Mercer Global Advisors Inc
N/A—119,155-119,155-100%$5.8M———
Johnson Wealth Management, LLC
N/A—116,659-116,659-100%$5.6M———
Sentinel Wealth Management, Inc.
N/A—102,659-102,659-100%$5.0M———
American Investment Services, Inc.
N/A—98,541-98,541-100%$4.8M———
Elequin Capital, LP
N/A—91,480-91,480-100%$4.4M———
Wescott Financial Advisory Group, LLC
N/A—79,330-79,330-100%$3.8M———
Stifel Financial Corp
N/A—77,050-77,050-100%$3.7M———
MB Generational Wealth, LLC
N/A—75,937-75,937-100%$3.7M———
Private Advisor Group, LLC
N/A—75,612-75,612-100%$3.7M———
BWM Planning, LLC
N/A—68,662-68,662-100%$3.3M———
E-Wealth Partners, LLC
N/A—67,295-67,295-100%$3.3M———
Jackson Thornton Wealth Management, LLC
N/A—63,109-63,109-100%$3.1M———
Summit Wealth Group, LLC
N/A—61,832-61,832-100%$3.0M———
Note Advisors, LLC
N/A—61,502-61,502-100%$3.0M———
Platform Wealth Management, LLC
N/A—57,058-57,058-100%$2.8M———
Financial Engines Advisors L.L.C.
N/A—56,893-56,893-100%$2.7M———
Waverly Advisors, LLC
N/A—48,132-48,132-100%$2.3M———
Cary Street Partners Financial LLC
N/A—40,153-40,153-100%$1.9M———
SEI Investments Co
N/A—39,913-39,913-100%$1.9M———
Pure Financial Advisors, LLC
N/A—39,135-39,135-100%$1.9M———
Great OAK Capital Partners, LLC
N/A—37,722-37,722-100%$1.8M———
Jones Financial Companies Lllp
N/A—37,640-37,640-100%$1.8M———
White Wing Wealth Management
N/A—36,648-36,648-100%$1.8M———
Raymond James Financial Inc
N/A—35,251-35,251-100%$1.7M———
OneDigital Investment Advisors LLC
N/A—34,895-34,895-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—34,431-34,431-100%$1.7M———
Betterment LLC
N/A—33,526-33,526-100%$1.6M———
Smartleaf Asset Management LLC
N/A—32,857-32,857-100%$1.6M———
One Capital Management, LLC
N/A—32,810-32,810-100%$1.6M———
WPWealth LLP
N/A—30,480-30,480-100%$1.5M———
NewEdge Advisors, LLC
N/A—29,183-29,183-100%$1.4M———
Jane Street Group, LLC
N/A—26,950-26,950-100%$1.3M———
Logan Stone Capital, LLC
N/A—26,847-26,847-100%$1.3M———
Quantinno Capital Management LP
N/A—26,560-26,560-100%$1.3M———
ArborFi Advisors, LLC
N/A—25,521-25,521-100%$1.2M———
Claris Advisors, LLC / MO /
N/A—25,201-25,201-100%$1.2M———
Applied Capital LLC
N/A—25,037-25,037-100%$1.2M———
Financial Plan, Inc.
N/A—24,574-24,574-100%$1.2M———
Demming Financial Services Corp
N/A—22,552-22,552-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—21,455-21,455-100%$1.0M———
Vistica Wealth Advisors, LLC
N/A—21,078-21,078-100%$1.0M———
KEB Asset Management, LLC
N/A—20,491-20,491-100%$990.4K———
Aegis Wealth Management LLC
N/A—20,400-20,400-100%$986.0K———
Safeguard Investment Advisory Group, LLC
N/A—19,697-19,697-100%$952.1K———
Sterling Wealth Advisors Inc
N/A—19,508-19,508-100%$942.9K———
Generations Wealth, LLC
N/A—18,598-18,598-100%$898.9K———
Ponta Wealth Partners, LLC
N/A—18,094-18,094-100%$874.6K———
Roberts Glore & Co Inc
N/A—17,735-17,735-100%$857.1K———
MML Investors Services, LLC
N/A—17,081-17,081-100%$825.6K———
Crews Bank & Trust
N/A—15,683-15,683-100%$758.0K———
&partners
N/A—15,402-15,402-100%$744.5K———
Disciplined Investments, LLC
N/A—15,276-15,276-100%$738.4K———
Integrity Wealth Solutions LLC
N/A—14,619-14,619-100%$706.6K———
Integrated Wealthcare, LLC
N/A—12,928-12,928-100%$624.9K———
Broadhurst Jeffrey B
N/A—12,000-12,000-100%$580.0K———
Mosaic Family Wealth Partners, LLC
N/A—11,416-11,416-100%$551.8K———
Western Wealth Management, LLC
N/A—10,900-10,900-100%$526.9K———
CVA Family Office, LLC
N/A—10,785-10,785-100%$521.3K———
Royal Bank of Canada
N/A—10,570-10,570-100%$511.0K———
Foundations Investment Advisors, LLC
N/A—10,502-10,502-100%$507.6K———
Beta Wealth Group, Inc.
N/A—10,355-10,355-100%$500.5K———
Northwestern Mutual Wealth Management Co
N/A—10,284-10,284-100%$497.1K———
Noble Wealth Partners LLC
N/A—9,545-9,545-100%$461.4K———
Eldridge Investment Advisors, Inc.
N/A—9,476-9,476-100%$458.0K———
Aptus Capital Advisors, LLC
N/A—9,005-9,005-100%$435.3K———
Morgan Stanley
N/A—8,734-8,734-100%$422.2K———
Beckerman Institutional, LLC
N/A—8,698-8,698-100%$420.4K———
Vantage Point Financial LLC
N/A—8,648-8,648-100%$418.0K———
Savvy Advisors, Inc.
N/A—8,045-8,045-100%$388.9K———
Rehmann Capital Advisory Group
N/A—8,021-8,021-100%$387.7K———
Nuveen, LLC
N/A—7,845-7,845-100%$379.2K———
Seaside Wealth Management, Inc.
N/A—7,396-7,396-100%$357.5K———
IFG Advisory, LLC
N/A—7,321-7,321-100%$353.9K———
Inspire Advisors, LLC
N/A—7,295-7,295-100%$352.6K———
Tower Research Capital LLC (TRC)
N/A—7,258-7,258-100%$350.8K———
Arkadios Wealth Advisors
N/A—7,227-7,227-100%$349.3K———
V2 Financial group LLC
N/A—6,961-6,961-100%$336.5K———
Investment Advisory Group, LLC
N/A—6,815-6,815-100%$329.4K———
Strategic Investment Solutions, Inc.
N/A—6,627-6,627-100%$320.3K———
Colonial Trust Co / SC
N/A—6,375-6,375-100%$308.1K———
Argent Trust Co
N/A—6,000-6,000-100%$290.0K———
Envision Financial Planning, LLC
N/A—5,935-5,935-100%$286.9K———
IHT Wealth Management, LLC
N/A—5,795-5,795-100%$280.1K———
Vigil Wealth Management, LLC
N/A—5,315-5,315-100%$256.9K———
Hanover Advisors Inc
N/A—5,267-5,267-100%$254.6K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—4,741-4,741-100%$229.2K———
Trajan Wealth LLC
N/A—4,505-4,505-100%$217.7K———
Cary Street Partners Investment Advisory LLC
N/A—3,557-3,557-100%$171.9K———
Ameritas Investment Partners, Inc.
N/A—3,350-3,350-100%$161.9K———
Innovative Asset Advisors Group, LLC
N/A—3,258-3,258-100%$157.5K———
Medallion Wealth Advisors, LLC
N/A—2,577-2,577-100%$125.4K———
Global Retirement Partners, LLC
N/A—2,150-2,150-100%$103.9K———
Harbour Investments, Inc.
N/A—1,841-1,841-100%$89.0K———
Qube Research & Technologies Ltd
N/A—1,482-1,482-100%$71.6K———
Mpwm Advisory Solutions, LLC
N/A—412-412-100%$19.9K———
Wells Fargo & Company
N/A—202-202-100%$9.7K———
Fiduciary Financial Advisors
N/A—119-119-100%$5.8K———
AE Wealth Management LLC
N/A—24-24-100%$1.2K———
UBS Group AG
N/A—10-10-100%$483———
Operose Advisors LLC
N/A—1-1-100%$1———
Showing 314 of 314 institutions