IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional Short Duration (DFSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Apella Capital, LLC
INCREASED
Shares5,830,255 from 5,420,887
Change+409,368 (+8%)
Value$272.0M (+$13.5M)
Filed 2026-10-08
Root Financial Partners, LLC
INCREASED
Shares3,742,392 from 3,637,085
Change+105,307 (+3%)
Value$173.9M (+$245.6K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares3,658,642 from 3,490,783
Change+167,859 (+5%)
Value$170.0M (+$3.3M)
Filed 2026-10-29
Savant Capital, LLC
DECREASED
Shares3,547,021 from 3,654,844
Change-107,823 (-3%)
Value$164.8M (-$9.7M)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED
Shares2,124,507 from 2,080,578
Change+43,929 (+2%)
Value$98.7M (-$617.5K)
Filed 2026-10-16
Great Waters Wealth Management
INCREASED
Shares2,114,712 from 1,949,171
Change+165,541 (+8%)
Value$98.3M (+$5.2M)
Filed 2026-10-07
HighTower Advisors, LLC
INCREASED
Shares2,033,304 from 1,996,685
Change+36,619 (+2%)
Value$94.5M (-$850.0K)
Filed 2026-11-10
Phillips Financial Management, LLC
INCREASED
Shares2,015,032 from 1,756,850
Change+258,182 (+15%)
Value$93.6M (+$9.8M)
Filed 2026-10-19
Rachor Investment Advisory Services, LLC
INCREASED
Shares1,582,725 from 1,519,287
Change+63,438 (+4%)
Value$73.6M (+$1.0M)
Filed 2026-10-29
Diversified Portfolios, Inc.
DECREASED
Shares1,314,157 from 1,335,001
Change-20,844 (-2%)
Value$61.1M (-$2.7M)
Filed 2026-11-04
CPA Asset Management Group, LLC
INCREASED
Shares1,213,275 from 980,940
Change+232,335 (+24%)
Value$56.4M (+$9.5M)
Filed 2026-10-26
Foster Group, Inc.
NEW
Shares1,111,336
Change+1,111,336
Value$51.6M
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares1,093,159 from 1,073,749
Change+19,410 (+2%)
Value$50.8M (-$470.2K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares1,069,553 from 1,284,088
Change-214,535 (-17%)
Value$49.7M (-$11.6M)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares1,034,347 from 498,269
Change+536,078 (+108%)
Value$49.4M (+$25.6M)
Filed 2026-11-06
RAM Investment Partners, LLC
DECREASED
Shares954,903 from 1,008,448
Change-53,545 (-5%)
Value$44.4M (-$3.8M)
Filed 2026-10-21
Woodward Financial Advisors, Inc.
INCREASED
Shares934,326 from 857,876
Change+76,450 (+9%)
Value$43.4M (+$2.5M)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares929,337 from 903,188
Change+26,149 (+3%)
Value$43.2M (+$61.0K)
Filed 2026-10-26
Altiora Financial Group, LLC
INCREASED
Shares895,436 from 876,910
Change+18,526 (+2%)
Value$41.6M (-$259.8K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
INCREASED
Shares875,216 from 812,642
Change+62,574 (+8%)
Value$40.7M (+$1.9M)
Filed 2026-10-16
Eclectic Associates Inc
INCREASED
Shares873,006 from 795,671
Change+77,335 (+10%)
Value$40.6M (+$2.6M)
Filed 2026-10-09
Wheelhouse Advisory Group LLC
INCREASED
Shares864,767 from 771,244
Change+93,523 (+12%)
Value$40.2M (+$3.4M)
Filed 2026-10-20
Maseco LLP
INCREASED
Shares838,377 from 772,357
Change+66,020 (+9%)
Value$39.0M (+$2.1M)
Filed 2026-10-27
Elser Financial Planning, Inc
INCREASED
Shares818,735 from 798,092
Change+20,643 (+3%)
Value$38.0M (-$60.7K)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares786,368 from 28,369
Change+757,999 (+2672%)
Value$36.5M (+$35.2M)
Filed 2026-11-06
Cornerstone Wealth Partners, LLC
INCREASED
Shares698,387 from 529,635
Change+168,752 (+32%)
Value$32.5M (+$7.2M)
Filed 2026-10-28
Northwest Wealth Management, LLC
INCREASED
Shares684,423 from 640,173
Change+44,250 (+7%)
Value$31.8M (+$1.2M)
Filed 2026-10-30
Parkshore Wealth Management, Inc.
INCREASED
Shares629,274 from 321,133
Change+308,141 (+96%)
Value$29.2M (+$13.9M)
Filed 2026-10-13
Valued Wealth Advisors LLC
INCREASED
Shares624,555 from 601,233
Change+23,322 (+4%)
Value$29.0M (+$315.5K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares624,004 from 579,720
Change+44,284 (+8%)
Value$29.0M (+$1.3M)
Filed 2026-10-08
Legacy Financial Group, Inc.
INCREASED
Shares618,169 from 538,926
Change+79,243 (+15%)
Value$28.7M (+$3.0M)
Filed 2026-10-21
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares612,611 from 581,099
Change+31,512 (+5%)
Value$28.5M (+$721.8K)
Filed 2026-11-02
Mattern Wealth Management LLC
DECREASED
Shares588,794 from 604,523
Change-15,729 (-3%)
Value$27.4M (-$1.5M)
Filed 2026-11-04
Guardian Wealth Management, LLC
INCREASED
Shares583,477 from 489,267
Change+94,210 (+19%)
Value$27.1M (+$3.8M)
Filed 2026-10-14
SC&H Financial Advisors, Inc.
INCREASED
Shares563,845 from 528,603
Change+35,242 (+7%)
Value$26.2M (+$962.2K)
Filed 2026-10-14
Market Street Wealth Management Advisors LLC
DECREASED
Shares555,735 from 1,271,511
Change-715,776 (-56%)
Value$25.8M (-$34.9M)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares544,606 from 1,229,386
Change-684,780 (-56%)
Value$25.3M (-$33.4M)
Filed 2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED
Shares542,324 from 541,966
Change+358 (+0%)
Value$25.2M (-$676.0K)
Filed 2026-11-03
Three Arch Wealth Management LLC
INCREASED
Shares540,568 from 458,148
Change+82,420 (+18%)
Value$25.1M (+$3.2M)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares522,193 from 454,790
Change+67,403 (+15%)
Value$24.3M (+$2.6M)
Filed 2026-11-06
Foundry Financial LLC
INCREASED
Shares516,289 from 365,502
Change+150,787 (+41%)
Value$24.0M (+$6.5M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares505,327 from 510,500
Change-5,173 (-1%)
Value$23.5M (-$892.0K)
Filed 2026-11-02
Vestment Financial LLC
INCREASED
Shares501,820 from 492,736
Change+9,084 (+2%)
Value$23.3M (-$179.0K)
Filed 2026-10-13
Pacific Asset Management, LLC
INCREASED
Shares465,166 from 448,747
Change+16,419 (+4%)
Value$21.6M (+$189.5K)
Filed 2026-10-15
Tillman Hartley LLC
INCREASED
Shares458,798 from 405,530
Change+53,268 (+13%)
Value$21.3M (+$2.0M)
Filed 2026-11-06
SageOak Financial, LLC
INCREASED
Shares443,070 from 418,286
Change+24,784 (+6%)
Value$20.6M (+$617.2K)
Filed 2026-10-19
Factor Wealth Management LTD
DECREASED
Shares437,367 from 521,101
Change-83,734 (-16%)
Value$20.3M (-$4.6M)
Filed 2026-10-08
Verisail Partners, LLC
INCREASED
Shares435,538 from 423,424
Change+12,114 (+3%)
Value$20.2M (+$21.8K)
Filed 2026-10-19
BCU Wealth Advisors, LLC
INCREASED
Shares431,344 from 404,463
Change+26,881 (+7%)
Value$20.0M (+$732.3K)
Filed 2026-10-16
Onyx Financial Advisors, LLC
INCREASED
Shares426,830 from 408,896
Change+17,934 (+4%)
Value$19.8M (+$310.9K)
Filed 2026-10-21
Essential Planning, Llc.
INCREASED
Shares426,557 from 338,620
Change+87,937 (+26%)
Value$19.8M (+$3.7M)
Filed 2026-10-21
AlphaStar Capital Management, LLC
INCREASED
Shares425,189 from 411,277
Change+13,912 (+3%)
Value$19.8M (+$120.9K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares416,166 from 352,635
Change+63,531 (+18%)
Value$19.3M (+$2.5M)
Filed 2026-10-29
Live Oak Private Wealth LLC
INCREASED
Shares407,856 from 261,804
Change+146,052 (+56%)
Value$19.0M (+$6.5M)
Filed 2026-11-02
Nova R Wealth, Inc.
DECREASED
Shares400,263 from 406,451
Change-6,188 (-2%)
Value$18.6M (-$807.0K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares395,252 from 386,994
Change+8,258 (+2%)
Value$18.4M (-$110.8K)
Filed 2026-10-29
Cornerstone Management, Inc.
INCREASED
Shares391,757 from 389,336
Change+2,421 (+1%)
Value$18.2M (-$385.1K)
Filed 2026-10-16
BCO Wealth Management LLC
INCREASED
Shares373,603 from 357,978
Change+15,625 (+4%)
Value$17.4M (+$268.6K)
Filed 2026-10-14
Wolfstich Capital, LLC
DECREASED
Shares360,398 from 511,749
Change-151,351 (-30%)
Value$16.7M (-$7.7M)
Filed 2026-10-14
One Degree Advisors Inc
INCREASED
Shares350,703 from 346,273
Change+4,430 (+1%)
Value$16.3M (-$177.7K)
Filed 2026-11-06
Brady Martz Wealth Solutions, LLC
INCREASED
Shares348,690 from 347,791
Change+899 (+0%)
Value$16.2M (-$402.7K)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares343,786 from 338,127
Change+5,659 (+2%)
Value$16.0M (-$169.2K)
Filed 2026-10-14
Prudent Investor Advisors, LLC
NEW
Shares340,276
Change+340,276
Value$15.8M
Filed 2026-10-22
Kondo Wealth Advisors, Inc.
INCREASED
Shares338,725 from 327,035
Change+11,690 (+4%)
Value$15.7M (+$125.2K)
Filed 2026-10-19
Oceanside Advisors LLC
INCREASED
Shares336,276 from 313,001
Change+23,275 (+7%)
Value$15.6M (+$681.6K)
Filed 2026-11-03
Studio Investment Management LLC
INCREASED
Shares336,232 from 328,907
Change+7,325 (+2%)
Value$15.6M (-$79.9K)
Filed 2026-10-22
Werba Rubin Papier Wealth Management
INCREASED
Shares334,794 from 276,507
Change+58,287 (+21%)
Value$15.6M (+$2.4M)
Filed 2026-11-06
AWM Capital, LLC
DECREASED
Shares328,196 from 464,611
Change-136,415 (-29%)
Value$15.3M (-$6.9M)
Filed 2026-10-16
Beacon Hill Wealth Management Ltd.
INCREASED
Shares326,852 from 284,950
Change+41,902 (+15%)
Value$15.2M (+$1.6M)
Filed 2026-10-21
Shira Ridge Wealth Management
INCREASED
Shares321,666 from 296,404
Change+25,262 (+9%)
Value$14.9M (+$795.2K)
Filed 2026-10-09
Fonville Wealth Management LLC
INCREASED
Shares320,892 from 242,300
Change+78,592 (+32%)
Value$14.9M (+$3.3M)
Filed 2026-10-28
Friday Financial
INCREASED
Shares318,461 from 274,581
Change+43,880 (+16%)
Value$14.8M (+$1.7M)
Filed 2026-10-09
Client 1ST Advisory Group, LLC
INCREASED
Shares316,042 from 301,973
Change+14,069 (+5%)
Value$14.7M (+$267.9K)
Filed 2026-10-19
Johnson Wealth Management, LLC
INCREASED
Shares315,990 from 298,214
Change+17,776 (+6%)
Value$14.7M (+$445.0K)
Filed 2026-11-09
Sterling Wealth Management, Inc.
DECREASED
Shares315,777 from 391,353
Change-75,576 (-19%)
Value$14.7M (-$4.0M)
Filed 2026-10-23
City State Bank
INCREASED
Shares314,097 from 284,141
Change+29,956 (+11%)
Value$14.6M (+$1.0M)
Filed 2026-10-20
AA Financial Advisors, LLC
INCREASED
Shares313,157 from 196,207
Change+116,950 (+60%)
Value$14.6M (+$5.2M)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares310,813 from 287,212
Change+23,601 (+8%)
Value$14.4M (+$729.8K)
Filed 2026-10-30
Stevens Capital Partners
DECREASED
Shares298,675 from 305,400
Change-6,725 (-2%)
Value$13.9M (-$702.9K)
Filed 2026-10-29
Kestra Investment Management, LLC
INCREASED
Shares288,032 from 278,096
Change+9,936 (+4%)
Value$13.4M (+$106.3K)
Filed 2026-11-04
Gradient Capital Advisors, LLC
INCREASED
Shares281,134 from 257,184
Change+23,950 (+9%)
Value$13.1M (+$784.3K)
Filed 2026-10-21
Selective Wealth Management, Inc.
INCREASED
Shares279,060 from 254,953
Change+24,107 (+9%)
Value$13.1M (+$899.0K)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED
Shares269,496 from 250,724
Change+18,772 (+7%)
Value$12.5M (+$552.0K)
Filed 2026-11-03
Wilkerson Advisory Group LLC
INCREASED
Shares257,942 from 238,451
Change+19,491 (+8%)
Value$12.0M (+$601.0K)
Filed 2026-10-20
StrongBox Wealth, LLC
INCREASED
Shares248,592 from 29,375
Change+219,217 (+746%)
Value$11.6M (+$10.1M)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares245,783 from 205,637
Change+40,146 (+20%)
Value$11.5M (+$1.8M)
Filed 2026-10-27
Family Wealth Partners, LLC
INCREASED
Shares235,289 from 217,274
Change+18,015 (+8%)
Value$10.9M (+$559.5K)
Filed 2026-10-20
Yardley Wealth Management LLC
INCREASED
Shares234,122 from 229,981
Change+4,141 (+2%)
Value$10.9M (-$101.5K)
Filed 2026-10-23
Concord Wealth Partners
DECREASED
Shares226,175 from 242,586
Change-16,411 (-7%)
Value$10.5M (-$1.1M)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
DECREASED
Shares211,439 from 280,039
Change-68,600 (-24%)
Value$9.8M (-$3.5M)
Filed 2026-10-14
Mills Wealth Advisors LLC
DECREASED
Shares209,421 from 277,521
Change-68,100 (-25%)
Value$9.7M (-$3.5M)
Filed 2026-10-22
Cambridge Capital Management, LLC
INCREASED
Shares206,409 from 196,622
Change+9,787 (+5%)
Value$9.6M (+$203.5K)
Filed 2026-10-19
HBE Wealth Management, LLC
INCREASED
Shares202,320 from 193,228
Change+9,092 (+5%)
Value$9.4M (+$175.6K)
Filed 2026-11-06
Bdfs Capital LLC
INCREASED
Shares200,344 from 150,110
Change+50,234 (+33%)
Value$9.3M (+$2.1M)
Filed 2026-10-14
Peirce Capital Management, LLC
INCREASED
Shares199,717 from 192,512
Change+7,205 (+4%)
Value$9.3M (+$88.8K)
Filed 2026-10-19
Heritage Investment Group, Inc.
INCREASED
Shares199,564 from 196,249
Change+3,315 (+2%)
Value$9.3M (-$96.8K)
Filed 2026-11-03
Harbour Investments, Inc.
INCREASED
Shares197,804 from 182,259
Change+15,545 (+9%)
Value$9.2M (+$489.5K)
Filed 2026-11-09
SAX Wealth Advisors, LLC
DECREASED
Shares197,358 from 244,768
Change-47,410 (-19%)
Value$9.2M (-$2.5M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares195,976 from 188,266
Change+7,710 (+4%)
Value$9.1M (+$176.7K)
Filed 2026-10-13
Heffernan Advisory, Inc
INCREASED
Shares191,280 from 161,760
Change+29,520 (+18%)
Value$8.9M (+$1.2M)
Filed 2026-10-13
Belleair Asset Management, LLC
INCREASED
Shares190,815 from 179,967
Change+10,848 (+6%)
Value$8.9M (+$274.1K)
Filed 2026-11-03
Indivisible Partners
NEW
Shares189,691
Change+189,691
Value$8.8M
Filed 2026-10-26
Squire Investment Management Company, LLC
INCREASED
Shares188,826 from 164,537
Change+24,289 (+15%)
Value$8.8M (+$918.5K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares180,761 from 172,820
Change+7,941 (+5%)
Value$8.4M (+$148.2K)
Filed 2026-10-14
Kane Co Wealth Management, Inc.
INCREASED
Shares177,707 from 167,359
Change+10,348 (+6%)
Value$8.3M (+$267.0K)
Filed 2026-11-04
Coston, McIsaac & Partners
INCREASED
Shares177,302 from 155,449
Change+21,853 (+14%)
Value$8.2M (+$817.6K)
Filed 2026-11-06
Meredith Wealth Planning
DECREASED
Shares176,763 from 180,461
Change-3,698 (-2%)
Value$8.2M (-$402.5K)
Filed 2026-10-14
Vermillion & White Wealth Management Group, LLC
INCREASED
Shares175,086 from 104,868
Change+70,218 (+67%)
Value$8.1M (+$3.1M)
Filed 2026-11-10
Dynamic Advisor Solutions LLC
DECREASED
Shares173,941 from 174,168
Change-227 (0%)
Value$8.1M (-$233.1K)
Filed 2026-10-13
Burk Holdings LLC
INCREASED
Shares173,513 from 158,862
Change+14,651 (+9%)
Value$8.1M (+$477.8K)
Filed 2026-11-05
Porter White Investment Advisors, Inc.
INCREASED
Shares172,772 from 85,057
Change+87,715 (+103%)
Value$8.0M (+$4.0M)
Filed 2026-10-14
Torren Management, LLC
INCREASED
Shares169,397 from 118,156
Change+51,241 (+43%)
Value$7.9M (+$2.2M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares168,421 from 119,003
Change+49,418 (+42%)
Value$7.8M (+$2.1M)
Filed 2026-11-02
Index Fund Advisors, Inc.
INCREASED
Shares167,255 from 144,597
Change+22,658 (+16%)
Value$7.8M (+$868.2K)
Filed 2026-11-05
Parker Financial LLC
INCREASED
Shares165,731 from 156,510
Change+9,221 (+6%)
Value$7.7M (+$219.7K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares162,936 from 144,723
Change+18,213 (+13%)
Value$7.6M (+$661.4K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
INCREASED
Shares162,420 from 158,867
Change+3,553 (+2%)
Value$7.6M (-$15.5K)
Filed 2026-10-19
Approach Retirement Advisors, LLC
INCREASED
Shares160,957 from 151,303
Change+9,654 (+6%)
Value$7.5M (+$255.3K)
Filed 2026-10-22
Babb Wealth Advisors LLC
INCREASED
Shares153,793 from 140,830
Change+12,963 (+9%)
Value$7.1M (+$422.4K)
Filed 2026-10-30
New Dimensions Wealth Management, LLC
INCREASED
Shares147,938 from 138,659
Change+9,279 (+7%)
Value$6.9M (+$254.0K)
Filed 2026-11-02
BOS Asset Management, LLC
INCREASED
Shares142,824 from 139,525
Change+3,299 (+2%)
Value$6.6M (-$25.0K)
Filed 2026-10-09
XY Planning Network, Inc.
INCREASED
Shares140,300 from 104,472
Change+35,828 (+34%)
Value$6.5M (+$1.5M)
Filed 2026-10-14
Kooman & Associates
INCREASED
Shares139,462 from 131,485
Change+7,977 (+6%)
Value$6.5M (+$202.7K)
Filed 2026-10-21
SpringVest Wealth Management LLC
INCREASED
Shares135,734 from 125,853
Change+9,881 (+8%)
Value$6.3M (+$298.3K)
Filed 2026-10-27
Aerodigm Wealth, LLC
DECREASED
Shares134,473 from 161,754
Change-27,281 (-17%)
Value$6.2M (-$1.5M)
Filed 2026-10-16
Thrivent Financial for Lutherans
NEW
Shares134,383
Change+134,383
Value$6.2M
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares133,374 from 116,407
Change+16,967 (+15%)
Value$6.2M (+$639.7K)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares132,985 from 123,538
Change+9,447 (+8%)
Value$6.2M (+$386.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares132,985 from 123,538
Change+9,447 (+8%)
Value$6.2M (+$386.6K)
Filed 2026-10-20
Keystone Financial Group, Inc.
DECREASED
Shares132,733 from 139,823
Change-7,090 (-5%)
Value$6.2M (-$508.1K)
Filed 2026-10-13
White Wing Wealth Management
INCREASED
Shares132,677 from 131,430
Change+1,247 (+1%)
Value$6.2M (-$110.0K)
Filed 2026-11-09
Claris Advisors, LLC / MO /
INCREASED
Shares127,989 from 115,891
Change+12,098 (+10%)
Value$5.9M (+$414.2K)
Filed 2026-11-10
Private Advisory Group LLC
INCREASED
Shares125,569 from 114,710
Change+10,859 (+9%)
Value$5.8M (+$358.0K)
Filed 2026-11-06
Aspirean Wealth, LLC
INCREASED
Shares123,815 from 110,227
Change+13,588 (+12%)
Value$5.8M (+$490.6K)
Filed 2026-11-03
Prism Planning Partners LLC
INCREASED
Shares122,026 from 106,528
Change+15,498 (+15%)
Value$5.7M (+$584.1K)
Filed 2026-10-27
Mustard Seed Financial, LLC
INCREASED
Shares117,678 from 95,457
Change+22,221 (+23%)
Value$5.5M (+$910.6K)
Filed 2026-10-30
Thayer Financial, L.L.C.
NEW
Shares114,826
Change+114,826
Value$5.3M
Filed 2026-10-21
SwitchPoint Financial Planning, LLC
DECREASED
Shares114,501 from 119,350
Change-4,849 (-4%)
Value$5.3M (-$377.9K)
Filed 2026-11-02
Burney Co/
DECREASED
Shares111,671 from 117,090
Change-5,419 (-5%)
Value$5.2M (-$401.4K)
Filed 2026-10-15
CogentBlue Wealth Advisors, LLC
INCREASED
Shares109,766 from 100,741
Change+9,025 (+9%)
Value$5.1M (+$290.7K)
Filed 2026-10-09
Krilogy Financial LLC
DECREASED
Shares108,828 from 121,914
Change-13,086 (-11%)
Value$5.1M (-$741.3K)
Filed 2026-10-13
Vestia Personal Wealth Advisors
INCREASED
Shares106,596 from 91,503
Change+15,093 (+16%)
Value$5.0M (+$584.1K)
Filed 2026-10-20
Penney Financial, LLC
INCREASED
Shares101,686 from 82,902
Change+18,784 (+23%)
Value$4.7M (+$767.0K)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares99,315 from 111,928
Change-12,613 (-11%)
Value$4.6M (-$729.2K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares94,377 from 81,308
Change+13,069 (+16%)
Value$4.4M (+$503.4K)
Filed 2026-10-23
TCP Asset Management, LLC
INCREASED
Shares91,508 from 71,241
Change+20,267 (+28%)
Value$4.3M (+$854.3K)
Filed 2026-10-14
Shore Point Advisors, LLC
INCREASED
Shares89,101 from 87,024
Change+2,077 (+2%)
Value$4.1M (-$14.7K)
Filed 2026-10-14
Apollon Wealth Management, LLC
DECREASED
Shares88,099 from 94,492
Change-6,393 (-7%)
Value$4.1M (-$417.9K)
Filed 2026-10-23
MB Generational Wealth, LLC
INCREASED
Shares87,742 from 75,093
Change+12,649 (+17%)
Value$4.1M (+$491.9K)
Filed 2026-11-09
Outbound Financial Inc
INCREASED
Shares87,098 from 87,094
Change+4 (0%)
Value$4.0M (-$111.1K)
Filed 2026-10-13
RCS Financial Planning, LLC
DECREASED
Shares85,481 from 160,545
Change-75,064 (-47%)
Value$4.0M (-$3.7M)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares80,170 from 81,272
Change-1,102 (-1%)
Value$3.7M (-$155.1K)
Filed 2026-11-03
Kaufman Rossin Wealth, LLC
INCREASED
Shares78,854 from 69,394
Change+9,460 (+14%)
Value$3.7M (+$355.1K)
Filed 2026-10-19
SeedSafe Financial LLC
DECREASED
Shares78,466 from 79,477
Change-1,011 (-1%)
Value$3.6M (-$148.6K)
Filed 2026-11-02
Aspire Private Capital, LLC
INCREASED
Shares76,191 from 71,210
Change+4,981 (+7%)
Value$3.5M (+$140.4K)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
INCREASED
Shares72,603 from 72,307
Change+296 (+0%)
Value$3.4M (-$78.6K)
Filed 2026-11-09
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares71,240 from 85,928
Change-14,688 (-17%)
Value$3.3M (-$792.4K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
INCREASED
Shares70,954 from 63,021
Change+7,933 (+13%)
Value$3.3M (+$288.1K)
Filed 2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED
Shares68,711 from 57,920
Change+10,791 (+19%)
Value$3.2M (+$427.5K)
Filed 2026-10-05
Rockwood Wealth Management, LLC
INCREASED
Shares68,515 from 41,056
Change+27,459 (+67%)
Value$3.2M (+$1.2M)
Filed 2026-10-27
Wealth Advisors Northwest LLC
INCREASED
Shares66,047 from 56,922
Change+9,125 (+16%)
Value$3.1M (+$351.3K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
DECREASED
Shares64,562 from 71,979
Change-7,417 (-10%)
Value$3.0M (-$436.7K)
Filed 2026-10-19
Powerhouse Assets LLC
DECREASED
Shares63,275 from 63,824
Change-549 (-1%)
Value$2.9M (-$107.1K)
Filed 2026-10-19
SJS Investment Consulting Inc.
DECREASED
Shares62,143 from 87,060
Change-24,917 (-29%)
Value$2.9M (-$1.3M)
Filed 2026-10-26
ProCore Advisors, LLC
INCREASED
Shares60,989 from 57,258
Change+3,731 (+7%)
Value$2.8M (+$100.3K)
Filed 2026-10-14
Accurate Wealth Management, LLC
INCREASED
Shares59,250 from 56,883
Change+2,367 (+4%)
Value$2.8M (+$55.1K)
Filed 2026-10-20
Creative Planning
DECREASED
Shares54,959 from 65,221
Change-10,262 (-16%)
Value$2.6M (-$560.3K)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares53,618 from 29,451
Change+24,167 (+82%)
Value$2.5M (+$1.1M)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
INCREASED
Shares53,170 from 52,867
Change+303 (+1%)
Value$2.5M (-$53.5K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares53,107 from 47,352
Change+5,755 (+12%)
Value$2.5M (+$206.9K)
Filed 2026-10-16
Wheels Up Wealth, Inc.
INCREASED
Shares52,858 from 52,183
Change+675 (+1%)
Value$2.5M (-$35.3K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares52,539 from 26,366
Change+26,173 (+99%)
Value$2.4M (+$1.2M)
Filed 2026-11-06
Lynx Capital Group LTD
DECREASED
Shares51,862 from 52,591
Change-729 (-1%)
Value$2.4M (-$101.1K)
Filed 2026-11-04
RW Investment Management LLC
NEW
Shares48,102
Change+48,102
Value$2.2M
Filed 2026-11-03
Narus Financial Partners, LLC
DECREASED
Shares46,987 from 47,509
Change-522 (-1%)
Value$2.2M (-$85.0K)
Filed 2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED
Shares46,962 from 46,962
Change0 (0%)
Value$2.2M (-$60.0K)
Filed 2026-10-15
Hippocratic Financial Advisors, LLC
DECREASED
Shares46,331 from 50,723
Change-4,392 (-9%)
Value$2.2M (-$268.9K)
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares44,406 from 30,180
Change+14,226 (+47%)
Value$2.1M (+$634.9K)
Filed 2026-10-26
Straight Path Wealth Management
INCREASED
Shares41,344 from 37,638
Change+3,706 (+10%)
Value$1.9M (+$124.2K)
Filed 2026-10-23
Foundation Wealth Management, Llc\pa
DECREASED
Shares40,793 from 45,153
Change-4,360 (-10%)
Value$1.9M (-$260.3K)
Filed 2026-10-14
BetterWealth, LLC
INCREASED
Shares40,257 from 32,981
Change+7,276 (+22%)
Value$1.9M (+$296.0K)
Filed 2026-10-15
Strathmore Capital Advisors, Inc.
INCREASED
Shares39,355 from 26,138
Change+13,217 (+51%)
Value$1.9M (+$614.0K)
Filed 2026-11-09
Sutton Place Investors LLC
INCREASED
Shares38,946 from 38,194
Change+752 (+2%)
Value$1.8M (-$13.9K)
Filed 2026-10-20
Capstone Wealth Management, LLC
INCREASED
Shares38,702 from 34,966
Change+3,736 (+11%)
Value$1.8M (+$128.9K)
Filed 2026-11-02
Mission Wealth Management, LP
INCREASED
Shares37,138 from 28,228
Change+8,910 (+32%)
Value$1.7M (+$378.0K)
Filed 2026-10-15
JDH Wealth Management, LLC
INCREASED
Shares36,220 from 34,705
Change+1,515 (+4%)
Value$1.7M (+$26.1K)
Filed 2026-10-20
Quarry Hill Advisors, LLC
INCREASED
Shares36,165 from 33,899
Change+2,266 (+7%)
Value$1.7M (+$62.0K)
Filed 2026-11-04
Pillar Financial Advisors, LLC
DECREASED
Shares36,140 from 37,826
Change-1,686 (-4%)
Value$1.7M (-$126.7K)
Filed 2026-10-21
Forza Wealth Management, LLC
UNCHANGED
Shares33,200 from 33,200
Change0 (0%)
Value$1.5M (-$42.4K)
Filed 2026-10-20
PFG Advisors
INCREASED
Shares33,098 from 31,623
Change+1,475 (+5%)
Value$1.5M (+$28.2K)
Filed 2026-10-16
Abacus Wealth Partners, LLC
INCREASED
Shares32,836 from 31,216
Change+1,620 (+5%)
Value$1.5M (+$35.4K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
INCREASED
Shares31,358 from 29,351
Change+2,007 (+7%)
Value$1.5M (+$55.8K)
Filed 2026-10-23
Firethorn Wealth Partners, LLC
DECREASED
Shares31,096 from 31,535
Change-439 (-1%)
Value$1.4M (-$60.7K)
Filed 2026-10-14
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares30,874 from 39,305
Change-8,431 (-21%)
Value$1.4M (-$447.1K)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
DECREASED
Shares30,790 from 30,866
Change-76 (0%)
Value$1.4M (-$43.0K)
Filed 2026-10-29
Washington Trust Advisors, Inc.
INCREASED
Shares30,379 from 24,528
Change+5,851 (+24%)
Value$1.4M (+$240.6K)
Filed 2026-10-22
Five Oceans Advisors
DECREASED
Shares30,069 from 49,395
Change-19,326 (-39%)
Value$1.4M (-$961.2K)
Filed 2026-10-22
Cypress Financial Planning LLC
INCREASED
Shares30,020 from 28,638
Change+1,382 (+5%)
Value$1.4M (+$27.6K)
Filed 2026-10-09
Poinciana Advisors Group, LLC
DECREASED
Shares29,718 from 31,048
Change-1,330 (-4%)
Value$1.4M (-$101.5K)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares29,033 from 33,872
Change-4,839 (-14%)
Value$1.3M (-$268.2K)
Filed 2026-10-28
Geneos Wealth Management Inc.
INCREASED
Shares28,834 from 23,588
Change+5,246 (+22%)
Value$1.3M (+$213.6K)
Filed 2026-11-09
Verus Financial Partners, Inc.
INCREASED
Shares28,529 from 7,392
Change+21,137 (+286%)
Value$1.3M (+$972.8K)
Filed 2026-10-29
Demming Financial Services Corp
DECREASED
Shares27,275 from 28,180
Change-905 (-3%)
Value$1.3M (-$78.0K)
Filed 2026-11-09
Elevate Wealth Advisory, Inc
INCREASED
Shares27,110 from 23,760
Change+3,350 (+14%)
Value$1.3M (+$125.3K)
Filed 2026-10-29
CSP Financial Group, LLC
INCREASED
Shares25,629 from 24,506
Change+1,123 (+5%)
Value$1.2M (+$20.9K)
Filed 2026-10-26
HMV Wealth Advisors, LLC
INCREASED
Shares24,758 from 21,823
Change+2,935 (+13%)
Value$1.2M (+$108.5K)
Filed 2026-10-27
StoneX Group Inc.
NEW
Shares24,735
Change+24,735
Value$1.2M
Filed 2026-11-03
Barry Investment Advisors, LLC
DECREASED
Shares24,468 from 42,134
Change-17,666 (-42%)
Value$1.1M (-$874.8K)
Filed 2026-10-14
Claro Advisors Inc.
NEW
Shares23,209
Change+23,209
Value$1.1M
Filed 2026-11-02
Warburton Capital Management, LLC
INCREASED
Shares23,017 from 15,057
Change+7,960 (+53%)
Value$1.1M (+$360.3K)
Filed 2026-11-06
Cogent Private Wealth, Inc.
INCREASED
Shares22,815 from 7,550
Change+15,265 (+202%)
Value$1.1M (+$699.7K)
Filed 2026-11-06
Solutions 4 Wealth, Ltd
UNCHANGED
Shares22,292 from 22,292
Change0 (0%)
Value$1.0M (-$28.5K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
INCREASED
Shares20,919 from 8,773
Change+12,146 (+138%)
Value$972.2K (+$553.3K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares20,540 from 15,578
Change+4,962 (+32%)
Value$962.8K (+$218.9K)
Filed 2026-11-04
Two West Capital Advisors LLC
DECREASED
Shares20,062 from 22,012
Change-1,950 (-9%)
Value$931.9K (-$117.2K)
Filed 2026-10-15
Nwam LLC
INCREASED
Shares19,351 from 17,625
Change+1,726 (+10%)
Value$899.3K (+$57.7K)
Filed 2026-11-09
USAdvisors Wealth Management, LLC
INCREASED
Shares19,309 from 18,302
Change+1,007 (+6%)
Value$897.0K (+$24.0K)
Filed 2026-10-21
Leading Edge Financial Planning LLC
INCREASED
Shares19,168 from 19,073
Change+95 (+1%)
Value$890.8K (-$20.0K)
Filed 2026-10-23
Blossom Wealth Management
INCREASED
Shares19,123 from 18,757
Change+366 (+2%)
Value$888.7K (-$7.0K)
Filed 2026-11-03
Williams & Novak Wealth Management, LLC
INCREASED
Shares18,756 from 14,481
Change+4,275 (+30%)
Value$871.6K (+$180.2K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares18,752 from 16,405
Change+2,347 (+14%)
Value$871.4K (+$88.1K)
Filed 2026-11-03
Dixon Fnancial Services, Inc.
INCREASED
Shares18,601 from 16,278
Change+2,323 (+14%)
Value$864.4K (+$87.2K)
Filed 2026-10-23
Donalies Financial Planning, LLC
INCREASED
Shares18,361 from 14,809
Change+3,552 (+24%)
Value$853.3K (+$146.1K)
Filed 2026-10-19
Lutz Financial Services LLC
DECREASED
Shares17,808 from 18,253
Change-445 (-2%)
Value$827.6K (-$44.0K)
Filed 2026-11-06
Timonier Family Office, Ltd.
INCREASED
Shares17,579 from 16,774
Change+805 (+5%)
Value$816.9K (+$16.0K)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
INCREASED
Shares17,489 from 16,316
Change+1,173 (+7%)
Value$812.7K (+$33.7K)
Filed 2026-10-26
Financial Symmetry Inc
DECREASED
Shares16,998 from 18,921
Change-1,923 (-10%)
Value$789.9K (-$113.6K)
Filed 2026-10-06
MGO One Seven LLC
DECREASED
Shares16,763 from 17,102
Change-339 (-2%)
Value$779.0K (-$37.6K)
Filed 2026-10-28
Andrews, Lucia Wealth Management LLC
INCREASED
Shares16,400 from 6,580
Change+9,820 (+149%)
Value$762.2K (+$448.0K)
Filed 2026-11-02
Cardiff Park Advisors, LLC
INCREASED
Shares16,142 from 15,985
Change+157 (+1%)
Value$750.1K (-$13.1K)
Filed 2026-11-09
Forthright Family Wealth Advisory LLC
DECREASED
Shares15,874 from 15,928
Change-54 (0%)
Value$737.7K (-$22.9K)
Filed 2026-11-03
Navigoe, LLC
UNCHANGED
Shares15,501 from 15,501
Change0 (0%)
Value$720.0K (-$20.0K)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares15,491 from 15,463
Change+28 (+0%)
Value$719.9K (-$18.5K)
Filed 2026-11-06
Herold Advisors, Inc.
INCREASED
Shares15,274 from 11,548
Change+3,726 (+32%)
Value$709.8K (+$158.8K)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares14,855 from 9,136
Change+5,719 (+63%)
Value$690.3K (+$254.1K)
Filed 2026-11-04
Nautilus Advisors LLC
DECREASED
Shares13,124 from 14,188
Change-1,064 (-7%)
Value$609.9K (-$66.2K)
Filed 2026-10-07
Plancorp, LLC
INCREASED
Shares13,015 from 6,416
Change+6,599 (+103%)
Value$610.0K (+$304.9K)
Filed 2026-11-03
Stirlingshire Investments, Inc.
DECREASED
Shares12,819 from 16,001
Change-3,182 (-20%)
Value$595.7K (-$168.3K)
Filed 2026-11-05
Victory Financial Group, LLC
INCREASED
Shares12,691 from 12,675
Change+16 (+0%)
Value$589.8K (-$15.5K)
Filed 2026-10-27
Stewardship Advisors, LLC
INCREASED
Shares12,288 from 11,866
Change+422 (+4%)
Value$571.0K (+$4.4K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares12,207 from 10,987
Change+1,220 (+11%)
Value$567.3K (+$42.6K)
Filed 2026-10-26
TAGStone Capital, Inc.
DECREASED
Shares12,167 from 12,800
Change-633 (-5%)
Value$565.4K (-$45.8K)
Filed 2026-11-09
McLean Asset Management Corp
INCREASED
Shares11,931 from 10,598
Change+1,333 (+13%)
Value$561.5K (+$60.1K)
Filed 2026-11-06
Cogent Strategic Wealth LLC
INCREASED
Shares11,661 from 11,378
Change+283 (+2%)
Value$541.9K (-$1.4K)
Filed 2026-10-22
Builder Investment Group Inc
INCREASED
Shares11,529 from 7,158
Change+4,371 (+61%)
Value$535.8K (+$194.0K)
Filed 2026-10-22
RED Lighthouse Investment Management, LLC
INCREASED
Shares11,375 from 11,335
Change+40 (+0%)
Value$528.6K (-$12.6K)
Filed 2026-11-02
Austin Asset Management Co Inc
INCREASED
Shares11,309 from 7,510
Change+3,799 (+51%)
Value$525.5K (+$166.9K)
Filed 2026-10-29
HB Wealth Management, LLC
DECREASED
Shares11,098 from 16,410
Change-5,312 (-32%)
Value$515.8K (-$267.8K)
Filed 2026-10-23
Investmark Advisory Group LLC
INCREASED
Shares10,262 from 5,098
Change+5,164 (+101%)
Value$476.9K (+$233.5K)
Filed 2026-10-27
HFG Wealth Management, LLC
UNCHANGED
Shares10,237 from 10,237
Change0 (0%)
Value$488.8K ($0)
Filed 2026-10-16
CLG LLC
DECREASED
Shares10,197 from 14,315
Change-4,118 (-29%)
Value$473.9K (-$209.7K)
Filed 2026-10-13
Lauterbach Financial Advisors, LLC
INCREASED
Shares9,509 from 8,706
Change+803 (+9%)
Value$441.9K (+$26.2K)
Filed 2026-10-21
Core Wealth Management, Inc.
DECREASED
Shares9,447 from 9,930
Change-483 (-5%)
Value$439.0K (-$35.1K)
Filed 2026-10-22
Oath Planning, LLC
INCREASED
Shares9,441 from 7,986
Change+1,455 (+18%)
Value$438.8K (+$57.4K)
Filed 2026-10-20
Forum Financial Management, LP
DECREASED
Shares8,916 from 9,013
Change-97 (-1%)
Value$414.3K (-$16.0K)
Filed 2026-10-16
Everest Financial Group LLC
INCREASED
Shares8,809 from 8,541
Change+268 (+3%)
Value$409.4K (+$1.6K)
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares8,768 from 5,224
Change+3,544 (+68%)
Value$409.5K (+$160.0K)
Filed 2026-10-15
marrick wealth, LLC
INCREASED
Shares8,381 from 6,733
Change+1,648 (+24%)
Value$389.5K (+$68.0K)
Filed 2026-10-20
Total Investment Management Inc
UNCHANGED
Shares8,051 from 8,051
Change0 (0%)
Value$374.1K (-$6.7K)
Filed 2026-10-22
International Private Wealth Advisors LLC
INCREASED
Shares7,914 from 7,554
Change+360 (+5%)
Value$367.8K (+$7.1K)
Filed 2026-11-05
Tandemgrowth Financial Advisors LLC
INCREASED
Shares7,206 from 6,874
Change+332 (+5%)
Value$334.9K (+$6.7K)
Filed 2026-11-05
Shearwater Capital LLC
INCREASED
Shares7,095 from 7,090
Change+5 (+0%)
Value$329.7K (-$8.9K)
Filed 2026-10-13
Silver OAK Securities, Incorporated
INCREASED
Shares6,981 from 6,611
Change+370 (+6%)
Value$328.2K (+$12.5K)
Filed 2026-11-09
Summit Wealth Group LLC / Co
DECREASED
Shares6,978 from 7,676
Change-698 (-9%)
Value$324.3K (-$42.2K)
Filed 2026-10-29
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares6,750 from 6,760
Change-10 (0%)
Value$313.7K (-$9.1K)
Filed 2026-10-16
Venture Visionary Partners LLC
UNCHANGED
Shares6,657 from 6,657
Change0 (0%)
Value$309.4K (-$8.5K)
Filed 2026-10-07
25 LLC
INCREASED
Shares6,571 from 5,632
Change+939 (+17%)
Value$305.4K (+$36.5K)
Filed 2026-10-13
Matisse Capital
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$302.1K (-$8.3K)
Filed 2026-10-29
Jm2 Capital Inc.
INCREASED
Shares6,478 from 5,946
Change+532 (+9%)
Value$301.0K (+$17.1K)
Filed 2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED
Shares6,436 from 6,436
Change0 (0%)
Value$299.1K (-$8.2K)
Filed 2026-10-22
Tassel Capital Management, Inc.
DECREASED
Shares6,435 from 46,483
Change-40,048 (-86%)
Value$299.1K (-$1.9M)
Filed 2026-10-20
Acropolis Investment Management, LLC
NEW
Shares6,315
Change+6,315
Value$293.5K
Filed 2026-10-08
Abel Hall, LLC
INCREASED
Shares6,232 from 6,169
Change+63 (+1%)
Value$289.6K (-$5.0K)
Filed 2026-10-19
Kelly Financial Group LLC
INCREASED
Shares6,141 from 5,976
Change+165 (+3%)
Value$285.4K (+$31)
Filed 2026-10-16
Fortitude Advisory Group L.L.C.
NEW
Shares5,956
Change+5,956
Value$276.8K
Filed 2026-10-15
Regions Financial Corp
NEW
Shares5,818
Change+5,818
Value$270.4K
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares5,812 from 5,812
Change0 (0%)
Value$270.1K (-$7.4K)
Filed 2026-10-23
Security Financial Services, Inc.
INCREASED
Shares5,773 from 5,456
Change+317 (+6%)
Value$268.3K (+$7.8K)
Filed 2026-10-29
LAM Group, Inc.
INCREASED
Shares5,605 from 5,590
Change+15 (+0%)
Value$260.5K (-$6.4K)
Filed 2026-10-26
Ballew Advisors, Inc
NEW
Shares5,321
Change+5,321
Value$247.5K
Filed 2026-10-05
Seaside Wealth Management, Inc.
INCREASED
Shares5,085 from 5,015
Change+70 (+1%)
Value$236.3K (-$3.2K)
Filed 2026-11-09
Concurrent Investment Advisors, LLC
DECREASED
Shares5,063 from 29,795
Change-24,732 (-83%)
Value$235.3K (-$1.2M)
Filed 2026-10-16
BankChampaign, National Association
UNCHANGED
Shares5,059 from 5,059
Change0 (0%)
Value$235.1K (-$6.5K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
DECREASED
Shares4,829 from 5,640
Change-811 (-14%)
Value$224.4K (-$44.9K)
Filed 2026-10-20
FinDec Wealth Services, Inc.
DECREASED
Shares4,815 from 4,820
Change-5 (0%)
Value$223.8K (-$6.4K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares4,746 from 4,266
Change+480 (+11%)
Value$220.6K (+$16.9K)
Filed 2026-10-14
Glenview Trust Co
NEW
Shares4,534
Change+4,534
Value$210.7K
Filed 2026-10-28
Midwest Trust Co
UNCHANGED
Shares4,525 from 4,525
Change0 (0%)
Value$210.3K (-$5.8K)
Filed 2026-10-22
rebel Financial LLC
INCREASED
Shares4,343 from 4,284
Change+59 (+1%)
Value$201.8K (-$2.7K)
Filed 2026-11-04
Canvas Wealth Advisors, LLC
DECREASED
Shares4,304 from 18,694
Change-14,390 (-77%)
Value$201.3K (-$691.3K)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares3,545 from 4,070
Change-525 (-13%)
Value$164.7K (-$29.6K)
Filed 2026-11-05
Montgomery Financial Services LLC
UNCHANGED
Shares3,380 from 3,380
Change0 (0%)
Value$157.1K (-$4.3K)
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$149.4K (-$4.1K)
Filed 2026-11-05
Align Financial, LLC
NEW
Shares2,574
Change+2,574
Value$119.6K
Filed 2026-10-16
RHL Group, LLC
INCREASED
Shares2,432 from 648
Change+1,784 (+275%)
Value$113.0K (+$81.9K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares2,363 from 2,363
Change0 (0%)
Value$109.8K (-$3.0K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
NEW
Shares2,360
Change+2,360
Value$109.7K
Filed 2026-11-06
Physician Wealth Advisors, Inc.
DECREASED
Shares2,120 from 3,595
Change-1,475 (-41%)
Value$98.5K (-$73.1K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$92.9K (-$2.6K)
Filed 2026-10-30
Nuveen, LLC
NEW
Shares1,569
Change+1,569
Value$72.9K
Filed 2026-11-10
Oakworth Capital, Inc.
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$60.8K (-$1.7K)
Filed 2026-10-26
Arlington Trust Co LLC
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$51.6K (-$1.4K)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares1,089
Change+1,089
Value$50.6K
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$40.0K (-$1.1K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares805 from 74
Change+731 (+988%)
Value$37.4K (+$33.9K)
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares800
Change+800
Value$37.2K
Filed 2026-10-14
Nova Financial LLC
NEW
Shares615
Change+615
Value$28.6K
Filed 2026-11-04
MilWealth Group LLC
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$27.0K (-$743)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares509 from 6,706
Change-6,197 (-92%)
Value$23.7K (-$296.6K)
Filed 2026-10-26
DecisionPoint Financial, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$22.6K (-$563)
Filed 2026-10-27
Signature Equity Partners, LLC
NEW
Shares460
Change+460
Value$21.4K
Filed 2026-10-29
3 Factor Indexing, LLC
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$14.3K (-$393)
Filed 2026-10-15
Chapman Financial Group, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$12.4K (-$341)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares224 from 211
Change+13 (+6%)
Value$10.4K (+$335)
Filed 2026-11-05
Clean Yield Group
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$9.4K (-$259)
Filed 2026-10-28
Tradewinds Capital Management, LLC
INCREASED
Shares130 from 129
Change+1 (+1%)
Value$6.1K (-$81)
Filed 2026-10-23
Hantz Financial Services, Inc.
NEW
Shares5
Change+5
Value$0
Filed 2026-11-09
US Bancorp \de\
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$93 (-$3)
Filed 2026-11-05
Pioneer Wealth Management Group
CLOSED
Shares0 from 38,936
Change-38,936 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-09
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 33,020
Change-33,020 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-22
Willow Creek Wealth Management Inc.
CLOSED
Shares0 from 13,512
Change-13,512 (-100%)
Value$0 (-$645.2K)
Filed 2026-10-26
Avise Financial Cooperative, Inc.
CLOSED
Shares0 from 9,522
Change-9,522 (-100%)
Value$0 (-$454.7K)
Filed 2026-11-09
Aspen Wealth Management LLC
CLOSED
Shares0 from 5,120
Change-5,120 (-100%)
Value$0 (-$244.5K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 749
Change-749 (-100%)
Value$0 (-$35.8K)
Filed 2026-10-15
Wellington Grp LLC
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$20.4K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 156
Change-156 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-16
CX Institutional
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$6)
Filed 2026-10-02
IFG Advisory, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-09
Signaturefd, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$44)
Filed 2026-10-23
Focus Partners Wealth
N/A
Shares— from 7,253,853
Change-7,253,853 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,339,321
Change-6,339,321 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,880,784
Change-3,880,784 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,199,436
Change-3,199,436 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 2,904,314
Change-2,904,314 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,683,166
Change-2,683,166 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,429,896
Change-1,429,896 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,188,766
Change-1,188,766 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 1,144,966
Change-1,144,966 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,045,893
Change-1,045,893 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,038,034
Change-1,038,034 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 1,033,379
Change-1,033,379 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 972,134
Change-972,134 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 847,823
Change-847,823 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 804,122
Change-804,122 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 663,877
Change-663,877 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 549,062
Change-549,062 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 506,127
Change-506,127 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 408,555
Change-408,555 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 406,393
Change-406,393 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 389,887
Change-389,887 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 386,011
Change-386,011 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 352,796
Change-352,796 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 345,242
Change-345,242 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 343,272
Change-343,272 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 309,664
Change-309,664 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 291,673
Change-291,673 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 291,464
Change-291,464 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 288,828
Change-288,828 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 282,386
Change-282,386 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 276,647
Change-276,647 (-100%)
Value—
Betterment LLC
N/A
Shares— from 247,116
Change-247,116 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 232,508
Change-232,508 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 230,715
Change-230,715 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 227,916
Change-227,916 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 223,962
Change-223,962 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 183,426
Change-183,426 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 178,238
Change-178,238 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 177,901
Change-177,901 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 176,070
Change-176,070 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 170,659
Change-170,659 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 168,878
Change-168,878 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 168,323
Change-168,323 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 145,907
Change-145,907 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 130,732
Change-130,732 (-100%)
Value—
Invst, LLC
N/A
Shares— from 117,299
Change-117,299 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 113,761
Change-113,761 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 110,943
Change-110,943 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 104,325
Change-104,325 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 103,146
Change-103,146 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 101,731
Change-101,731 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 101,644
Change-101,644 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 101,612
Change-101,612 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 99,552
Change-99,552 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 96,593
Change-96,593 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 94,969
Change-94,969 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 93,864
Change-93,864 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 78,622
Change-78,622 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 76,895
Change-76,895 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 72,778
Change-72,778 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 68,460
Change-68,460 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 61,074
Change-61,074 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 60,763
Change-60,763 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 59,382
Change-59,382 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 58,346
Change-58,346 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 58,074
Change-58,074 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 50,762
Change-50,762 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 50,745
Change-50,745 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 50,257
Change-50,257 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 47,901
Change-47,901 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,371
Change-47,371 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 45,367
Change-45,367 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 43,815
Change-43,815 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 39,971
Change-39,971 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 37,798
Change-37,798 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 36,666
Change-36,666 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 35,064
Change-35,064 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 32,057
Change-32,057 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 29,899
Change-29,899 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 29,799
Change-29,799 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 27,068
Change-27,068 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 26,865
Change-26,865 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 25,023
Change-25,023 (-100%)
Value—
UBS Group AG
N/A
Shares— from 24,345
Change-24,345 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 23,700
Change-23,700 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,999
Change-21,999 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,111
Change-19,111 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 19,102
Change-19,102 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,099
Change-19,099 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,249
Change-17,249 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 16,748
Change-16,748 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,012
Change-16,012 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 14,516
Change-14,516 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 14,201
Change-14,201 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,092
Change-12,092 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 10,407
Change-10,407 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 10,269
Change-10,269 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 8,341
Change-8,341 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,101
Change-8,101 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,127
Change-7,127 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,507
Change-6,507 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 6,274
Change-6,274 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,742
Change-5,742 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 5,184
Change-5,184 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 4,938
Change-4,938 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 767
Change-767 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 718
Change-718 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
FMR LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 135
Change-135 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 113
Change-113 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Apella Capital, LLC
INCREASED5,830,2555,420,887+409,368+8%$258.5M$272.0M+$13.5M2026-10-08
Root Financial Partners, LLC
INCREASED3,742,3923,637,085+105,307+3%$173.7M$173.9M+$245.6K2026-10-21
Vise Technologies, Inc.
INCREASED3,658,6423,490,783+167,859+5%$166.7M$170.0M+$3.3M2026-10-29
Savant Capital, LLC
DECREASED3,547,0213,654,844-107,823-3%$174.5M$164.8M-$9.7M2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED2,124,5072,080,578+43,929+2%$99.3M$98.7M-$617.5K2026-10-16
Great Waters Wealth Management
INCREASED2,114,7121,949,171+165,541+8%$93.1M$98.3M+$5.2M2026-10-07
HighTower Advisors, LLC
INCREASED2,033,3041,996,685+36,619+2%$95.3M$94.5M-$850.0K2026-11-10
Phillips Financial Management, LLC
INCREASED2,015,0321,756,850+258,182+15%$83.9M$93.6M+$9.8M2026-10-19
Rachor Investment Advisory Services, LLC
INCREASED1,582,7251,519,287+63,438+4%$72.5M$73.6M+$1.0M2026-10-29
Diversified Portfolios, Inc.
DECREASED1,314,1571,335,001-20,844-2%$63.7M$61.1M-$2.7M2026-11-04
CPA Asset Management Group, LLC
INCREASED1,213,275980,940+232,335+24%$46.8M$56.4M+$9.5M2026-10-26
Foster Group, Inc.
NEW1,111,336—+1,111,336——$51.6M—2026-10-13
55 North Private Wealth, LLC
INCREASED1,093,1591,073,749+19,410+2%$51.3M$50.8M-$470.2K2026-10-20
Assetmark, Inc
DECREASED1,069,5531,284,088-214,535-17%$61.3M$49.7M-$11.6M2026-10-21
Allworth Financial LP
INCREASED1,034,347498,269+536,078+108%$23.8M$49.4M+$25.6M2026-11-06
RAM Investment Partners, LLC
DECREASED954,9031,008,448-53,545-5%$48.2M$44.4M-$3.8M2026-10-21
Woodward Financial Advisors, Inc.
INCREASED934,326857,876+76,450+9%$41.0M$43.4M+$2.5M2026-10-19
Park Avenue Securities LLC
INCREASED929,337903,188+26,149+3%$43.1M$43.2M+$61.0K2026-10-26
Altiora Financial Group, LLC
INCREASED895,436876,910+18,526+2%$41.9M$41.6M-$259.8K2026-11-04
Signature Resources Capital Management, LLC
INCREASED875,216812,642+62,574+8%$38.8M$40.7M+$1.9M2026-10-16
Eclectic Associates Inc
INCREASED873,006795,671+77,335+10%$38.0M$40.6M+$2.6M2026-10-09
Wheelhouse Advisory Group LLC
INCREASED864,767771,244+93,523+12%$36.8M$40.2M+$3.4M2026-10-20
Maseco LLP
INCREASED838,377772,357+66,020+9%$36.9M$39.0M+$2.1M2026-10-27
Elser Financial Planning, Inc
INCREASED818,735798,092+20,643+3%$38.1M$38.0M-$60.7K2026-10-16
Merit Financial Group, LLC
INCREASED786,36828,369+757,999+2672%$1.4M$36.5M+$35.2M2026-11-06
Cornerstone Wealth Partners, LLC
INCREASED698,387529,635+168,752+32%$25.3M$32.5M+$7.2M2026-10-28
Northwest Wealth Management, LLC
INCREASED684,423640,173+44,250+7%$30.6M$31.8M+$1.2M2026-10-30
Parkshore Wealth Management, Inc.
INCREASED629,274321,133+308,141+96%$15.3M$29.2M+$13.9M2026-10-13
Valued Wealth Advisors LLC
INCREASED624,555601,233+23,322+4%$28.7M$29.0M+$315.5K2026-11-05
Farther Finance Advisors, LLC
INCREASED624,004579,720+44,284+8%$27.7M$29.0M+$1.3M2026-10-08
Legacy Financial Group, Inc.
INCREASED618,169538,926+79,243+15%$25.7M$28.7M+$3.0M2026-10-21
Allegiance Financial Group Advisory Services LLC
INCREASED612,611581,099+31,512+5%$27.7M$28.5M+$721.8K2026-11-02
Mattern Wealth Management LLC
DECREASED588,794604,523-15,729-3%$28.9M$27.4M-$1.5M2026-11-04
Guardian Wealth Management, LLC
INCREASED583,477489,267+94,210+19%$23.4M$27.1M+$3.8M2026-10-14
SC&H Financial Advisors, Inc.
INCREASED563,845528,603+35,242+7%$25.2M$26.2M+$962.2K2026-10-14
Market Street Wealth Management Advisors LLC
DECREASED555,7351,271,511-715,776-56%$60.7M$25.8M-$34.9M2026-10-09
Commonwealth Equity Services, LLC
DECREASED544,6061,229,386-684,780-56%$58.7M$25.3M-$33.4M2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED542,324541,966+358+0%$25.9M$25.2M-$676.0K2026-11-03
Three Arch Wealth Management LLC
INCREASED540,568458,148+82,420+18%$21.9M$25.1M+$3.2M2026-10-20
LPL Financial LLC
INCREASED522,193454,790+67,403+15%$21.7M$24.3M+$2.6M2026-11-06
Foundry Financial LLC
INCREASED516,289365,502+150,787+41%$17.5M$24.0M+$6.5M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED505,327510,500-5,173-1%$24.4M$23.5M-$892.0K2026-11-02
Vestment Financial LLC
INCREASED501,820492,736+9,084+2%$23.5M$23.3M-$179.0K2026-10-13
Pacific Asset Management, LLC
INCREASED465,166448,747+16,419+4%$21.4M$21.6M+$189.5K2026-10-15
Tillman Hartley LLC
INCREASED458,798405,530+53,268+13%$19.4M$21.3M+$2.0M2026-11-06
SageOak Financial, LLC
INCREASED443,070418,286+24,784+6%$20.0M$20.6M+$617.2K2026-10-19
Factor Wealth Management LTD
DECREASED437,367521,101-83,734-16%$24.9M$20.3M-$4.6M2026-10-08
Verisail Partners, LLC
INCREASED435,538423,424+12,114+3%$20.2M$20.2M+$21.8K2026-10-19
BCU Wealth Advisors, LLC
INCREASED431,344404,463+26,881+7%$19.3M$20.0M+$732.3K2026-10-16
Onyx Financial Advisors, LLC
INCREASED426,830408,896+17,934+4%$19.5M$19.8M+$310.9K2026-10-21
Essential Planning, Llc.
INCREASED426,557338,620+87,937+26%$16.2M$19.8M+$3.7M2026-10-21
AlphaStar Capital Management, LLC
INCREASED425,189411,277+13,912+3%$19.6M$19.8M+$120.9K2026-10-16
Integrity Advisory Solutions, LLC
INCREASED416,166352,635+63,531+18%$16.8M$19.3M+$2.5M2026-10-29
Live Oak Private Wealth LLC
INCREASED407,856261,804+146,052+56%$12.5M$19.0M+$6.5M2026-11-02
Nova R Wealth, Inc.
DECREASED400,263406,451-6,188-2%$19.4M$18.6M-$807.0K2026-10-26
Integrity Alliance, Llc.
INCREASED395,252386,994+8,258+2%$18.5M$18.4M-$110.8K2026-10-29
Cornerstone Management, Inc.
INCREASED391,757389,336+2,421+1%$18.6M$18.2M-$385.1K2026-10-16
BCO Wealth Management LLC
INCREASED373,603357,978+15,625+4%$17.1M$17.4M+$268.6K2026-10-14
Wolfstich Capital, LLC
DECREASED360,398511,749-151,351-30%$24.4M$16.7M-$7.7M2026-10-14
One Degree Advisors Inc
INCREASED350,703346,273+4,430+1%$16.5M$16.3M-$177.7K2026-11-06
Brady Martz Wealth Solutions, LLC
INCREASED348,690347,791+899+0%$16.6M$16.2M-$402.7K2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED343,786338,127+5,659+2%$16.1M$16.0M-$169.2K2026-10-14
Prudent Investor Advisors, LLC
NEW340,276—+340,276——$15.8M—2026-10-22
Kondo Wealth Advisors, Inc.
INCREASED338,725327,035+11,690+4%$15.6M$15.7M+$125.2K2026-10-19
Oceanside Advisors LLC
INCREASED336,276313,001+23,275+7%$14.9M$15.6M+$681.6K2026-11-03
Studio Investment Management LLC
INCREASED336,232328,907+7,325+2%$15.7M$15.6M-$79.9K2026-10-22
Werba Rubin Papier Wealth Management
INCREASED334,794276,507+58,287+21%$13.2M$15.6M+$2.4M2026-11-06
AWM Capital, LLC
DECREASED328,196464,611-136,415-29%$22.2M$15.3M-$6.9M2026-10-16
Beacon Hill Wealth Management Ltd.
INCREASED326,852284,950+41,902+15%$13.6M$15.2M+$1.6M2026-10-21
Shira Ridge Wealth Management
INCREASED321,666296,404+25,262+9%$14.2M$14.9M+$795.2K2026-10-09
Fonville Wealth Management LLC
INCREASED320,892242,300+78,592+32%$11.6M$14.9M+$3.3M2026-10-28
Friday Financial
INCREASED318,461274,581+43,880+16%$13.1M$14.8M+$1.7M2026-10-09
Client 1ST Advisory Group, LLC
INCREASED316,042301,973+14,069+5%$14.4M$14.7M+$267.9K2026-10-19
Johnson Wealth Management, LLC
INCREASED315,990298,214+17,776+6%$14.2M$14.7M+$445.0K2026-11-09
Sterling Wealth Management, Inc.
DECREASED315,777391,353-75,576-19%$18.7M$14.7M-$4.0M2026-10-23
City State Bank
INCREASED314,097284,141+29,956+11%$13.6M$14.6M+$1.0M2026-10-20
AA Financial Advisors, LLC
INCREASED313,157196,207+116,950+60%$9.4M$14.6M+$5.2M2026-10-19
Truist Financial Corp
INCREASED310,813287,212+23,601+8%$13.7M$14.4M+$729.8K2026-10-30
Stevens Capital Partners
DECREASED298,675305,400-6,725-2%$14.6M$13.9M-$702.9K2026-10-29
Kestra Investment Management, LLC
INCREASED288,032278,096+9,936+4%$13.3M$13.4M+$106.3K2026-11-04
Gradient Capital Advisors, LLC
INCREASED281,134257,184+23,950+9%$12.3M$13.1M+$784.3K2026-10-21
Selective Wealth Management, Inc.
INCREASED279,060254,953+24,107+9%$12.2M$13.1M+$899.0K2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED269,496250,724+18,772+7%$12.0M$12.5M+$552.0K2026-11-03
Wilkerson Advisory Group LLC
INCREASED257,942238,451+19,491+8%$11.4M$12.0M+$601.0K2026-10-20
StrongBox Wealth, LLC
INCREASED248,59229,375+219,217+746%$1.4M$11.6M+$10.1M2026-11-02
Chicago Partners Investment Group LLC
INCREASED245,783205,637+40,146+20%$9.7M$11.5M+$1.8M2026-10-27
Family Wealth Partners, LLC
INCREASED235,289217,274+18,015+8%$10.4M$10.9M+$559.5K2026-10-20
Yardley Wealth Management LLC
INCREASED234,122229,981+4,141+2%$11.0M$10.9M-$101.5K2026-10-23
Concord Wealth Partners
DECREASED226,175242,586-16,411-7%$11.6M$10.5M-$1.1M2026-11-02
Discipline Wealth Solutions, LLC
DECREASED211,439280,039-68,600-24%$13.4M$9.8M-$3.5M2026-10-14
Mills Wealth Advisors LLC
DECREASED209,421277,521-68,100-25%$13.3M$9.7M-$3.5M2026-10-22
Cambridge Capital Management, LLC
INCREASED206,409196,622+9,787+5%$9.4M$9.6M+$203.5K2026-10-19
HBE Wealth Management, LLC
INCREASED202,320193,228+9,092+5%$9.2M$9.4M+$175.6K2026-11-06
Bdfs Capital LLC
INCREASED200,344150,110+50,234+33%$7.2M$9.3M+$2.1M2026-10-14
Peirce Capital Management, LLC
INCREASED199,717192,512+7,205+4%$9.2M$9.3M+$88.8K2026-10-19
Heritage Investment Group, Inc.
INCREASED199,564196,249+3,315+2%$9.4M$9.3M-$96.8K2026-11-03
Harbour Investments, Inc.
INCREASED197,804182,259+15,545+9%$8.7M$9.2M+$489.5K2026-11-09
SAX Wealth Advisors, LLC
DECREASED197,358244,768-47,410-19%$11.7M$9.2M-$2.5M2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED195,976188,266+7,710+4%$9.0M$9.1M+$176.7K2026-10-13
Heffernan Advisory, Inc
INCREASED191,280161,760+29,520+18%$7.7M$8.9M+$1.2M2026-10-13
Belleair Asset Management, LLC
INCREASED190,815179,967+10,848+6%$8.6M$8.9M+$274.1K2026-11-03
Indivisible Partners
NEW189,691—+189,691——$8.8M—2026-10-26
Squire Investment Management Company, LLC
INCREASED188,826164,537+24,289+15%$7.9M$8.8M+$918.5K2026-11-03
Triumph Capital Management
INCREASED180,761172,820+7,941+5%$8.3M$8.4M+$148.2K2026-10-14
Kane Co Wealth Management, Inc.
INCREASED177,707167,359+10,348+6%$8.0M$8.3M+$267.0K2026-11-04
Coston, McIsaac & Partners
INCREASED177,302155,449+21,853+14%$7.4M$8.2M+$817.6K2026-11-06
Meredith Wealth Planning
DECREASED176,763180,461-3,698-2%$8.6M$8.2M-$402.5K2026-10-14
Vermillion & White Wealth Management Group, LLC
INCREASED175,086104,868+70,218+67%$5.0M$8.1M+$3.1M2026-11-10
Dynamic Advisor Solutions LLC
DECREASED173,941174,168-2270%$8.3M$8.1M-$233.1K2026-10-13
Burk Holdings LLC
INCREASED173,513158,862+14,651+9%$7.6M$8.1M+$477.8K2026-11-05
Porter White Investment Advisors, Inc.
INCREASED172,77285,057+87,715+103%$4.1M$8.0M+$4.0M2026-10-14
Torren Management, LLC
INCREASED169,397118,156+51,241+43%$5.6M$7.9M+$2.2M2026-10-29
Kestra Advisory Services, LLC
INCREASED168,421119,003+49,418+42%$5.7M$7.8M+$2.1M2026-11-02
Index Fund Advisors, Inc.
INCREASED167,255144,597+22,658+16%$6.9M$7.8M+$868.2K2026-11-05
Parker Financial LLC
INCREASED165,731156,510+9,221+6%$7.5M$7.7M+$219.7K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED162,936144,723+18,213+13%$6.9M$7.6M+$661.4K2026-10-13
CFS Investment Advisory Services, LLC
INCREASED162,420158,867+3,553+2%$7.6M$7.6M-$15.5K2026-10-19
Approach Retirement Advisors, LLC
INCREASED160,957151,303+9,654+6%$7.2M$7.5M+$255.3K2026-10-22
Babb Wealth Advisors LLC
INCREASED153,793140,830+12,963+9%$6.7M$7.1M+$422.4K2026-10-30
New Dimensions Wealth Management, LLC
INCREASED147,938138,659+9,279+7%$6.6M$6.9M+$254.0K2026-11-02
BOS Asset Management, LLC
INCREASED142,824139,525+3,299+2%$6.7M$6.6M-$25.0K2026-10-09
XY Planning Network, Inc.
INCREASED140,300104,472+35,828+34%$5.0M$6.5M+$1.5M2026-10-14
Kooman & Associates
INCREASED139,462131,485+7,977+6%$6.3M$6.5M+$202.7K2026-10-21
SpringVest Wealth Management LLC
INCREASED135,734125,853+9,881+8%$6.0M$6.3M+$298.3K2026-10-27
Aerodigm Wealth, LLC
DECREASED134,473161,754-27,281-17%$7.7M$6.2M-$1.5M2026-10-16
Thrivent Financial for Lutherans
NEW134,383—+134,383——$6.2M—2026-11-05
Simplicity Wealth,LLC
INCREASED133,374116,407+16,967+15%$5.6M$6.2M+$639.7K2026-10-23
Diversify Wealth Management, LLC
INCREASED132,985123,538+9,447+8%$5.8M$6.2M+$386.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED132,985123,538+9,447+8%$5.8M$6.2M+$386.6K2026-10-20
Keystone Financial Group, Inc.
DECREASED132,733139,823-7,090-5%$6.7M$6.2M-$508.1K2026-10-13
White Wing Wealth Management
INCREASED132,677131,430+1,247+1%$6.3M$6.2M-$110.0K2026-11-09
Claris Advisors, LLC / MO /
INCREASED127,989115,891+12,098+10%$5.5M$5.9M+$414.2K2026-11-10
Private Advisory Group LLC
INCREASED125,569114,710+10,859+9%$5.5M$5.8M+$358.0K2026-11-06
Aspirean Wealth, LLC
INCREASED123,815110,227+13,588+12%$5.3M$5.8M+$490.6K2026-11-03
Prism Planning Partners LLC
INCREASED122,026106,528+15,498+15%$5.1M$5.7M+$584.1K2026-10-27
Mustard Seed Financial, LLC
INCREASED117,67895,457+22,221+23%$4.6M$5.5M+$910.6K2026-10-30
Thayer Financial, L.L.C.
NEW114,826—+114,826——$5.3M—2026-10-21
SwitchPoint Financial Planning, LLC
DECREASED114,501119,350-4,849-4%$5.7M$5.3M-$377.9K2026-11-02
Burney Co/
DECREASED111,671117,090-5,419-5%$5.6M$5.2M-$401.4K2026-10-15
CogentBlue Wealth Advisors, LLC
INCREASED109,766100,741+9,025+9%$4.8M$5.1M+$290.7K2026-10-09
Krilogy Financial LLC
DECREASED108,828121,914-13,086-11%$5.8M$5.1M-$741.3K2026-10-13
Vestia Personal Wealth Advisors
INCREASED106,59691,503+15,093+16%$4.4M$5.0M+$584.1K2026-10-20
Penney Financial, LLC
INCREASED101,68682,902+18,784+23%$4.0M$4.7M+$767.0K2026-10-20
Citigroup Inc
DECREASED99,315111,928-12,613-11%$5.3M$4.6M-$729.2K2026-11-04
Sowell Financial Services LLC
INCREASED94,37781,308+13,069+16%$3.9M$4.4M+$503.4K2026-10-23
TCP Asset Management, LLC
INCREASED91,50871,241+20,267+28%$3.4M$4.3M+$854.3K2026-10-14
Shore Point Advisors, LLC
INCREASED89,10187,024+2,077+2%$4.2M$4.1M-$14.7K2026-10-14
Apollon Wealth Management, LLC
DECREASED88,09994,492-6,393-7%$4.5M$4.1M-$417.9K2026-10-23
MB Generational Wealth, LLC
INCREASED87,74275,093+12,649+17%$3.6M$4.1M+$491.9K2026-11-09
Outbound Financial Inc
INCREASED87,09887,094+40%$4.2M$4.0M-$111.1K2026-10-13
RCS Financial Planning, LLC
DECREASED85,481160,545-75,064-47%$7.7M$4.0M-$3.7M2026-10-14
RFG Advisory, LLC
DECREASED80,17081,272-1,102-1%$3.9M$3.7M-$155.1K2026-11-03
Kaufman Rossin Wealth, LLC
INCREASED78,85469,394+9,460+14%$3.3M$3.7M+$355.1K2026-10-19
SeedSafe Financial LLC
DECREASED78,46679,477-1,011-1%$3.8M$3.6M-$148.6K2026-11-02
Aspire Private Capital, LLC
INCREASED76,19171,210+4,981+7%$3.4M$3.5M+$140.4K2026-11-05
Great Valley Advisor Group, Inc.
INCREASED72,60372,307+296+0%$3.5M$3.4M-$78.6K2026-11-09
Graves Light Lenhart Wealth, Inc.
DECREASED71,24085,928-14,688-17%$4.1M$3.3M-$792.4K2026-10-09
EverSource Wealth Advisors, LLC
INCREASED70,95463,021+7,933+13%$3.0M$3.3M+$288.1K2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED68,71157,920+10,791+19%$2.8M$3.2M+$427.5K2026-10-05
Rockwood Wealth Management, LLC
INCREASED68,51541,056+27,459+67%$2.0M$3.2M+$1.2M2026-10-27
Wealth Advisors Northwest LLC
INCREASED66,04756,922+9,125+16%$2.7M$3.1M+$351.3K2026-10-29
Acorn Wealth Advisors, LLC
DECREASED64,56271,979-7,417-10%$3.4M$3.0M-$436.7K2026-10-19
Powerhouse Assets LLC
DECREASED63,27563,824-549-1%$3.0M$2.9M-$107.1K2026-10-19
SJS Investment Consulting Inc.
DECREASED62,14387,060-24,917-29%$4.2M$2.9M-$1.3M2026-10-26
ProCore Advisors, LLC
INCREASED60,98957,258+3,731+7%$2.7M$2.8M+$100.3K2026-10-14
Accurate Wealth Management, LLC
INCREASED59,25056,883+2,367+4%$2.7M$2.8M+$55.1K2026-10-20
Creative Planning
DECREASED54,95965,221-10,262-16%$3.1M$2.6M-$560.3K2026-11-02
Integrated Advisors Network LLC
INCREASED53,61829,451+24,167+82%$1.4M$2.5M+$1.1M2026-10-20
TCI Wealth Advisors, Inc.
INCREASED53,17052,867+303+1%$2.5M$2.5M-$53.5K2026-10-30
IFP Advisors, Inc
INCREASED53,10747,352+5,755+12%$2.3M$2.5M+$206.9K2026-10-16
Wheels Up Wealth, Inc.
INCREASED52,85852,183+675+1%$2.5M$2.5M-$35.3K2026-10-27
Kestra Private Wealth Services, LLC
INCREASED52,53926,366+26,173+99%$1.3M$2.4M+$1.2M2026-11-06
Lynx Capital Group LTD
DECREASED51,86252,591-729-1%$2.5M$2.4M-$101.1K2026-11-04
RW Investment Management LLC
NEW48,102—+48,102——$2.2M—2026-11-03
Narus Financial Partners, LLC
DECREASED46,98747,509-522-1%$2.3M$2.2M-$85.0K2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED46,96246,96200%$2.2M$2.2M-$60.0K2026-10-15
Hippocratic Financial Advisors, LLC
DECREASED46,33150,723-4,392-9%$2.4M$2.2M-$268.9K2026-10-13
Triad Wealth Partners, LLC
INCREASED44,40630,180+14,226+47%$1.4M$2.1M+$634.9K2026-10-26
Straight Path Wealth Management
INCREASED41,34437,638+3,706+10%$1.8M$1.9M+$124.2K2026-10-23
Foundation Wealth Management, Llc\pa
DECREASED40,79345,153-4,360-10%$2.2M$1.9M-$260.3K2026-10-14
BetterWealth, LLC
INCREASED40,25732,981+7,276+22%$1.6M$1.9M+$296.0K2026-10-15
Strathmore Capital Advisors, Inc.
INCREASED39,35526,138+13,217+51%$1.2M$1.9M+$614.0K2026-11-09
Sutton Place Investors LLC
INCREASED38,94638,194+752+2%$1.8M$1.8M-$13.9K2026-10-20
Capstone Wealth Management, LLC
INCREASED38,70234,966+3,736+11%$1.7M$1.8M+$128.9K2026-11-02
Mission Wealth Management, LP
INCREASED37,13828,228+8,910+32%$1.3M$1.7M+$378.0K2026-10-15
JDH Wealth Management, LLC
INCREASED36,22034,705+1,515+4%$1.7M$1.7M+$26.1K2026-10-20
Quarry Hill Advisors, LLC
INCREASED36,16533,899+2,266+7%$1.6M$1.7M+$62.0K2026-11-04
Pillar Financial Advisors, LLC
DECREASED36,14037,826-1,686-4%$1.8M$1.7M-$126.7K2026-10-21
Forza Wealth Management, LLC
UNCHANGED33,20033,20000%$1.6M$1.5M-$42.4K2026-10-20
PFG Advisors
INCREASED33,09831,623+1,475+5%$1.5M$1.5M+$28.2K2026-10-16
Abacus Wealth Partners, LLC
INCREASED32,83631,216+1,620+5%$1.5M$1.5M+$35.4K2026-11-03
Samalin Investment Counsel, LLC
INCREASED31,35829,351+2,007+7%$1.4M$1.5M+$55.8K2026-10-23
Firethorn Wealth Partners, LLC
DECREASED31,09631,535-439-1%$1.5M$1.4M-$60.7K2026-10-14
Hartmann Taylor Wealth Management, LLC
DECREASED30,87439,305-8,431-21%$1.9M$1.4M-$447.1K2026-10-14
DecisionMap Wealth Management, LLC
DECREASED30,79030,866-760%$1.5M$1.4M-$43.0K2026-10-29
Washington Trust Advisors, Inc.
INCREASED30,37924,528+5,851+24%$1.2M$1.4M+$240.6K2026-10-22
Five Oceans Advisors
DECREASED30,06949,395-19,326-39%$2.4M$1.4M-$961.2K2026-10-22
Cypress Financial Planning LLC
INCREASED30,02028,638+1,382+5%$1.4M$1.4M+$27.6K2026-10-09
Poinciana Advisors Group, LLC
DECREASED29,71831,048-1,330-4%$1.5M$1.4M-$101.5K2026-11-06
Modera Wealth Management, LLC
DECREASED29,03333,872-4,839-14%$1.6M$1.3M-$268.2K2026-10-28
Geneos Wealth Management Inc.
INCREASED28,83423,588+5,246+22%$1.1M$1.3M+$213.6K2026-11-09
Verus Financial Partners, Inc.
INCREASED28,5297,392+21,137+286%$353.0K$1.3M+$972.8K2026-10-29
Demming Financial Services Corp
DECREASED27,27528,180-905-3%$1.3M$1.3M-$78.0K2026-11-09
Elevate Wealth Advisory, Inc
INCREASED27,11023,760+3,350+14%$1.1M$1.3M+$125.3K2026-10-29
CSP Financial Group, LLC
INCREASED25,62924,506+1,123+5%$1.2M$1.2M+$20.9K2026-10-26
HMV Wealth Advisors, LLC
INCREASED24,75821,823+2,935+13%$1.0M$1.2M+$108.5K2026-10-27
StoneX Group Inc.
NEW24,735—+24,735——$1.2M—2026-11-03
Barry Investment Advisors, LLC
DECREASED24,46842,134-17,666-42%$2.0M$1.1M-$874.8K2026-10-14
Claro Advisors Inc.
NEW23,209—+23,209——$1.1M—2026-11-02
Warburton Capital Management, LLC
INCREASED23,01715,057+7,960+53%$718.0K$1.1M+$360.3K2026-11-06
Cogent Private Wealth, Inc.
INCREASED22,8157,550+15,265+202%$360.5K$1.1M+$699.7K2026-11-06
Solutions 4 Wealth, Ltd
UNCHANGED22,29222,29200%$1.1M$1.0M-$28.5K2026-11-03
Omni 360 Wealth, Inc.
INCREASED20,9198,773+12,146+138%$418.9K$972.2K+$553.3K2026-10-13
Prospera Financial Services Inc
INCREASED20,54015,578+4,962+32%$743.9K$962.8K+$218.9K2026-11-04
Two West Capital Advisors LLC
DECREASED20,06222,012-1,950-9%$1.0M$931.9K-$117.2K2026-10-15
Nwam LLC
INCREASED19,35117,625+1,726+10%$841.6K$899.3K+$57.7K2026-11-09
USAdvisors Wealth Management, LLC
INCREASED19,30918,302+1,007+6%$873.0K$897.0K+$24.0K2026-10-21
Leading Edge Financial Planning LLC
INCREASED19,16819,073+95+1%$910.7K$890.8K-$20.0K2026-10-23
Blossom Wealth Management
INCREASED19,12318,757+366+2%$895.6K$888.7K-$7.0K2026-11-03
Williams & Novak Wealth Management, LLC
INCREASED18,75614,481+4,275+30%$691.5K$871.6K+$180.2K2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED18,75216,405+2,347+14%$783.3K$871.4K+$88.1K2026-11-03
Dixon Fnancial Services, Inc.
INCREASED18,60116,278+2,323+14%$777.3K$864.4K+$87.2K2026-10-23
Donalies Financial Planning, LLC
INCREASED18,36114,809+3,552+24%$707.2K$853.3K+$146.1K2026-10-19
Lutz Financial Services LLC
DECREASED17,80818,253-445-2%$871.6K$827.6K-$44.0K2026-11-06
Timonier Family Office, Ltd.
INCREASED17,57916,774+805+5%$801.0K$816.9K+$16.0K2026-11-03
Ballast Rock Private Wealth LLC
INCREASED17,48916,316+1,173+7%$779.1K$812.7K+$33.7K2026-10-26
Financial Symmetry Inc
DECREASED16,99818,921-1,923-10%$903.5K$789.9K-$113.6K2026-10-06
MGO One Seven LLC
DECREASED16,76317,102-339-2%$816.6K$779.0K-$37.6K2026-10-28
Andrews, Lucia Wealth Management LLC
INCREASED16,4006,580+9,820+149%$314.2K$762.2K+$448.0K2026-11-02
Cardiff Park Advisors, LLC
INCREASED16,14215,985+157+1%$763.3K$750.1K-$13.1K2026-11-09
Forthright Family Wealth Advisory LLC
DECREASED15,87415,928-540%$760.6K$737.7K-$22.9K2026-11-03
Navigoe, LLC
UNCHANGED15,50115,50100%$740.0K$720.0K-$20.0K2026-11-04
Valmark Advisers, Inc.
INCREASED15,49115,463+28+0%$738.4K$719.9K-$18.5K2026-11-06
Herold Advisors, Inc.
INCREASED15,27411,548+3,726+32%$551.0K$709.8K+$158.8K2026-10-19
Facet Wealth, Inc.
INCREASED14,8559,136+5,719+63%$436.2K$690.3K+$254.1K2026-11-04
Nautilus Advisors LLC
DECREASED13,12414,188-1,064-7%$676.1K$609.9K-$66.2K2026-10-07
Plancorp, LLC
INCREASED13,0156,416+6,599+103%$305.1K$610.0K+$304.9K2026-11-03
Stirlingshire Investments, Inc.
DECREASED12,81916,001-3,182-20%$764.1K$595.7K-$168.3K2026-11-05
Victory Financial Group, LLC
INCREASED12,69112,675+16+0%$605.2K$589.8K-$15.5K2026-10-27
Stewardship Advisors, LLC
INCREASED12,28811,866+422+4%$566.6K$571.0K+$4.4K2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED12,20710,987+1,220+11%$524.6K$567.3K+$42.6K2026-10-26
TAGStone Capital, Inc.
DECREASED12,16712,800-633-5%$611.2K$565.4K-$45.8K2026-11-09
McLean Asset Management Corp
INCREASED11,93110,598+1,333+13%$501.4K$561.5K+$60.1K2026-11-06
Cogent Strategic Wealth LLC
INCREASED11,66111,378+283+2%$543.3K$541.9K-$1.4K2026-10-22
Builder Investment Group Inc
INCREASED11,5297,158+4,371+61%$341.8K$535.8K+$194.0K2026-10-22
RED Lighthouse Investment Management, LLC
INCREASED11,37511,335+40+0%$541.2K$528.6K-$12.6K2026-11-02
Austin Asset Management Co Inc
INCREASED11,3097,510+3,799+51%$358.6K$525.5K+$166.9K2026-10-29
HB Wealth Management, LLC
DECREASED11,09816,410-5,312-32%$783.6K$515.8K-$267.8K2026-10-23
Investmark Advisory Group LLC
INCREASED10,2625,098+5,164+101%$243.4K$476.9K+$233.5K2026-10-27
HFG Wealth Management, LLC
UNCHANGED10,23710,23700%$488.8K$488.8K$02026-10-16
CLG LLC
DECREASED10,19714,315-4,118-29%$683.5K$473.9K-$209.7K2026-10-13
Lauterbach Financial Advisors, LLC
INCREASED9,5098,706+803+9%$415.7K$441.9K+$26.2K2026-10-21
Core Wealth Management, Inc.
DECREASED9,4479,930-483-5%$474.2K$439.0K-$35.1K2026-10-22
Oath Planning, LLC
INCREASED9,4417,986+1,455+18%$381.3K$438.8K+$57.4K2026-10-20
Forum Financial Management, LP
DECREASED8,9169,013-97-1%$430.4K$414.3K-$16.0K2026-10-16
Everest Financial Group LLC
INCREASED8,8098,541+268+3%$407.8K$409.4K+$1.6K2026-11-06
AdvisorNet Financial, Inc
INCREASED8,7685,224+3,544+68%$249.4K$409.5K+$160.0K2026-10-15
marrick wealth, LLC
INCREASED8,3816,733+1,648+24%$321.5K$389.5K+$68.0K2026-10-20
Total Investment Management Inc
UNCHANGED8,0518,05100%$380.9K$374.1K-$6.7K2026-10-22
International Private Wealth Advisors LLC
INCREASED7,9147,554+360+5%$360.7K$367.8K+$7.1K2026-11-05
Tandemgrowth Financial Advisors LLC
INCREASED7,2066,874+332+5%$328.2K$334.9K+$6.7K2026-11-05
Shearwater Capital LLC
INCREASED7,0957,090+5+0%$338.6K$329.7K-$8.9K2026-10-13
Silver OAK Securities, Incorporated
INCREASED6,9816,611+370+6%$315.7K$328.2K+$12.5K2026-11-09
Summit Wealth Group LLC / Co
DECREASED6,9787,676-698-9%$366.5K$324.3K-$42.2K2026-10-29
Hutchens & Kramer Investment Management Group, LLC
DECREASED6,7506,760-100%$322.8K$313.7K-$9.1K2026-10-16
Venture Visionary Partners LLC
UNCHANGED6,6576,65700%$317.9K$309.4K-$8.5K2026-10-07
25 LLC
INCREASED6,5715,632+939+17%$268.9K$305.4K+$36.5K2026-10-13
Matisse Capital
UNCHANGED6,5006,50000%$310.4K$302.1K-$8.3K2026-10-29
Jm2 Capital Inc.
INCREASED6,4785,946+532+9%$283.9K$301.0K+$17.1K2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED6,4366,43600%$307.3K$299.1K-$8.2K2026-10-22
Tassel Capital Management, Inc.
DECREASED6,43546,483-40,048-86%$2.2M$299.1K-$1.9M2026-10-20
Acropolis Investment Management, LLC
NEW6,315—+6,315——$293.5K—2026-10-08
Abel Hall, LLC
INCREASED6,2326,169+63+1%$294.6K$289.6K-$5.0K2026-10-19
Kelly Financial Group LLC
INCREASED6,1415,976+165+3%$285.4K$285.4K+$312026-10-16
Fortitude Advisory Group L.L.C.
NEW5,956—+5,956——$276.8K—2026-10-15
Regions Financial Corp
NEW5,818—+5,818——$270.4K—2026-11-05
Kingswood Wealth Advisors, LLC
UNCHANGED5,8125,81200%$277.5K$270.1K-$7.4K2026-10-23
Security Financial Services, Inc.
INCREASED5,7735,456+317+6%$260.5K$268.3K+$7.8K2026-10-29
LAM Group, Inc.
INCREASED5,6055,590+15+0%$266.9K$260.5K-$6.4K2026-10-26
Ballew Advisors, Inc
NEW5,321—+5,321——$247.5K—2026-10-05
Seaside Wealth Management, Inc.
INCREASED5,0855,015+70+1%$239.5K$236.3K-$3.2K2026-11-09
Concurrent Investment Advisors, LLC
DECREASED5,06329,795-24,732-83%$1.4M$235.3K-$1.2M2026-10-16
BankChampaign, National Association
UNCHANGED5,0595,05900%$241.6K$235.1K-$6.5K2026-10-19
Tcfg Investment Advisors, LLC
DECREASED4,8295,640-811-14%$269.3K$224.4K-$44.9K2026-10-20
FinDec Wealth Services, Inc.
DECREASED4,8154,820-50%$230.2K$223.8K-$6.4K2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED4,7464,266+480+11%$203.7K$220.6K+$16.9K2026-10-14
Glenview Trust Co
NEW4,534—+4,534——$210.7K—2026-10-28
Midwest Trust Co
UNCHANGED4,5254,52500%$216.1K$210.3K-$5.8K2026-10-22
rebel Financial LLC
INCREASED4,3434,284+59+1%$204.5K$201.8K-$2.7K2026-11-04
Canvas Wealth Advisors, LLC
DECREASED4,30418,694-14,390-77%$892.7K$201.3K-$691.3K2026-11-02
Central Trust Co
DECREASED3,5454,070-525-13%$194.3K$164.7K-$29.6K2026-11-05
Montgomery Financial Services LLC
UNCHANGED3,3803,38000%$161.4K$157.1K-$4.3K2026-11-03
Fifth Third Bancorp
UNCHANGED3,2153,21500%$153.5K$149.4K-$4.1K2026-11-05
Align Financial, LLC
NEW2,574—+2,574——$119.6K—2026-10-16
RHL Group, LLC
INCREASED2,432648+1,784+275%$31.1K$113.0K+$81.9K2026-11-04
Larson Financial Group LLC
UNCHANGED2,3632,36300%$112.8K$109.8K-$3.0K2026-11-05
PNC Financial Services Group, Inc.
NEW2,360—+2,360——$109.7K—2026-11-06
Physician Wealth Advisors, Inc.
DECREASED2,1203,595-1,475-41%$171.7K$98.5K-$73.1K2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED2,0002,00000%$95.5K$92.9K-$2.6K2026-10-30
Nuveen, LLC
NEW1,569—+1,569——$72.9K—2026-11-10
Oakworth Capital, Inc.
UNCHANGED1,3081,30800%$62.5K$60.8K-$1.7K2026-10-26
Arlington Trust Co LLC
UNCHANGED1,1111,11100%$53.1K$51.6K-$1.4K2026-10-20
Balance Wealth Partners LLC
NEW1,089—+1,089——$50.6K—2026-10-27
Parallel Advisors, LLC
UNCHANGED86086000%$41.1K$40.0K-$1.1K2026-11-03
Rossby Financial, LCC
INCREASED80574+731+988%$3.5K$37.4K+$33.9K2026-11-05
Mather Group, Llc.
NEW800—+800——$37.2K—2026-10-14
Nova Financial LLC
NEW615—+615——$28.6K—2026-11-04
MilWealth Group LLC
UNCHANGED58158100%$27.7K$27.0K-$7432026-11-02
Vermillion Wealth Management, Inc.
DECREASED5096,706-6,197-92%$320.2K$23.7K-$296.6K2026-10-26
DecisionPoint Financial, LLC
UNCHANGED48548500%$23.1K$22.6K-$5632026-10-27
Signature Equity Partners, LLC
NEW460—+460——$21.4K—2026-10-29
3 Factor Indexing, LLC
UNCHANGED30730700%$14.7K$14.3K-$3932026-10-15
Chapman Financial Group, LLC
UNCHANGED26726700%$12.8K$12.4K-$3412026-10-26
Silver Grove Financial Group, Inc.
INCREASED224211+13+6%$10.1K$10.4K+$3352026-11-05
Clean Yield Group
UNCHANGED20320300%$9.7K$9.4K-$2592026-10-28
Tradewinds Capital Management, LLC
INCREASED130129+1+1%$6.1K$6.1K-$812026-10-23
Hantz Financial Services, Inc.
NEW5—+5——$0—2026-11-09
US Bancorp \de\
UNCHANGED2200%$96$93-$32026-11-05
Pioneer Wealth Management Group
CLOSED038,936-38,936-100%$1.9M$0-$1.9M2026-10-09
Arcadia Wealth Management, LLC
CLOSED033,020-33,020-100%$1.6M$0-$1.6M2026-10-22
Willow Creek Wealth Management Inc.
CLOSED013,512-13,512-100%$645.2K$0-$645.2K2026-10-26
Avise Financial Cooperative, Inc.
CLOSED09,522-9,522-100%$454.7K$0-$454.7K2026-11-09
Aspen Wealth Management LLC
CLOSED05,120-5,120-100%$244.5K$0-$244.5K2026-10-14
Moisand Fitzgerald Tamayo, LLC
CLOSED0749-749-100%$35.8K$0-$35.8K2026-10-15
Wellington Grp LLC
CLOSED0427-427-100%$20.4K$0-$20.4K2026-11-06
Cornerstone Planning Group LLC
CLOSED0156-156-100%$7.4K$0-$7.4K2026-10-16
CX Institutional
CLOSED0120-120-100%$6$0-$62026-10-02
IFG Advisory, LLC
CLOSED057-57-100%$2.7K$0-$2.7K2026-11-09
Signaturefd, LLC
CLOSED01-1-100%$44$0-$442026-10-23
Focus Partners Wealth
N/A—7,253,853-7,253,853-100%$346.4M———
Focus Partners Advisor Solutions, LLC
N/A—6,339,321-6,339,321-100%$302.7M———
OneDigital Investment Advisors LLC
N/A—3,880,784-3,880,784-100%$185.3M———
Beaird Harris Wealth Management, LLC
N/A—3,199,436-3,199,436-100%$152.8M———
Planning Center, Inc.
N/A—2,904,314-2,904,314-100%$138.7M———
Envestnet Asset Management Inc
N/A—2,683,166-2,683,166-100%$128.1M———
Rather & Kittrell, Inc.
N/A—1,429,896-1,429,896-100%$68.3M———
WPWealth LLP
N/A—1,188,766-1,188,766-100%$56.8M———
Ruedi Wealth Management, Inc.
N/A—1,144,966-1,144,966-100%$54.7M———
Beacon Pointe Advisors, LLC
N/A—1,045,893-1,045,893-100%$49.9M———
Financial Plan, Inc.
N/A—1,038,034-1,038,034-100%$49.6M———
Curio Wealth, LLC
N/A—1,033,379-1,033,379-100%$49.3M———
Parkwoods Wealth Partners, LLC
N/A—972,134-972,134-100%$46.4M———
Bank of America Corp
N/A—847,823-847,823-100%$40.5M———
Wealthquest Corp
N/A—804,122-804,122-100%$38.4M———
Great OAK Capital Partners, LLC
N/A—663,877-663,877-100%$31.6M———
Jackson Thornton Wealth Management, LLC
N/A—549,062-549,062-100%$26.2M———
Sterling Wealth Advisors Inc
N/A—506,127-506,127-100%$24.2M———
Osaic Holdings, Inc.
N/A—408,555-408,555-100%$19.5M———
IMA Advisory Services, Inc.
N/A—406,393-406,393-100%$19.4M———
Pine Harbor Wealth Management, LLC
N/A—389,887-389,887-100%$18.6M———
Vestmark Advisory Solutions, Inc.
N/A—386,011-386,011-100%$18.4M———
Dravo BAY LLC
N/A—352,796-352,796-100%$16.8M———
Susquehanna International Group, LLP
N/A—345,242-345,242-100%$16.5M———
Royal Bank of Canada
N/A—343,272-343,272-100%$16.4M———
Liberty Wealth Management LLC
N/A—309,664-309,664-100%$14.8M———
Raymond James Financial Inc
N/A—291,673-291,673-100%$13.9M———
Disciplined Investments, LLC
N/A—291,464-291,464-100%$13.9M———
Integrated Wealth Concepts LLC
N/A—288,828-288,828-100%$13.8M———
Stratos Investment Management, LLC
N/A—282,386-282,386-100%$13.5M———
Waverly Advisors, LLC
N/A—276,647-276,647-100%$13.2M———
Betterment LLC
N/A—247,116-247,116-100%$11.8M———
Passive Capital Management, Llc.
N/A—232,508-232,508-100%$11.1M———
von Borstel & Associates, Inc.
N/A—230,715-230,715-100%$11.0M———
WorthPointe, LLC
N/A—227,916-227,916-100%$10.9M———
Steward Partners Investment Advisory, LLC
N/A—223,962-223,962-100%$10.7M———
Professional Financial Solutions LLC
N/A—183,426-183,426-100%$8.8M———
FMB Wealth Management
N/A—178,238-178,238-100%$8.5M———
AssuredPartners Investment Advisors, LLC
N/A—177,901-177,901-100%$8.5M———
Cetera Investment Advisers
N/A—176,070-176,070-100%$8.4M———
Arcadia Wealth Management, Inc.
N/A—170,659-170,659-100%$8.1M———
Pure Financial Advisors, LLC
N/A—168,878-168,878-100%$8.1M———
Vantage Point Financial LLC
N/A—168,323-168,323-100%$8.0M———
TRU Independence Asset Management 2, LLC
N/A—145,907-145,907-100%$7.0M———
Optimus Capital Advisors, LLC
N/A—130,732-130,732-100%$6.2M———
Invst, LLC
N/A—117,299-117,299-100%$5.6M———
Envestnet Portfolio Solutions, Inc.
N/A—113,761-113,761-100%$5.4M———
Orion Porfolio Solutions, LLC
N/A—110,943-110,943-100%$5.3M———
AQR Capital Management LLC
N/A—104,325-104,325-100%$5.0M———
Lakeridge Wealth Management LLC
N/A—103,146-103,146-100%$4.9M———
UBS Asset Management Americas LLC
N/A—101,731-101,731-100%$4.9M———
Tencap Wealth Coaching, LLC
N/A—101,644-101,644-100%$4.9M———
Mercer Global Advisors Inc
N/A—101,612-101,612-100%$4.9M———
Foundations Investment Advisors, LLC
N/A—99,552-99,552-100%$4.8M———
Savvy Advisors, Inc.
N/A—96,593-96,593-100%$4.6M———
Fiduciary Financial Advisors
N/A—94,969-94,969-100%$4.5M———
Chico Wealth RIA
N/A—93,864-93,864-100%$4.5M———
CreativeOne Wealth, LLC
N/A—78,622-78,622-100%$3.8M———
Composition Wealth, LLC
N/A—76,895-76,895-100%$3.7M———
Arkadios Wealth Advisors
N/A—72,778-72,778-100%$3.5M———
MML Investors Services, LLC
N/A—68,460-68,460-100%$3.3M———
Keating Financial Advisory Services, Inc.
N/A—61,074-61,074-100%$2.9M———
Cerity Partners LLC
N/A—60,763-60,763-100%$2.9M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—59,382-59,382-100%$2.8M———
SageView Advisory Group, LLC
N/A—58,346-58,346-100%$2.8M———
Jones Financial Companies Lllp
N/A—58,074-58,074-100%$2.8M———
Strategic Investment Solutions, Inc.
N/A—50,762-50,762-100%$2.4M———
Dopkins Wealth Management, LLC
N/A—50,745-50,745-100%$2.4M———
JPMorgan Chase & Co
N/A—50,257-50,257-100%$2.4M———
American Investment Services, Inc.
N/A—47,901-47,901-100%$2.3M———
Private Advisor Group, LLC
N/A—47,371-47,371-100%$2.3M———
Applied Capital LLC
N/A—45,367-45,367-100%$2.2M———
Vigil Wealth Management, LLC
N/A—43,815-43,815-100%$2.1M———
Sentinel Wealth Management, Inc.
N/A—39,971-39,971-100%$1.9M———
Wealthspire Advisors, LLC
N/A—37,798-37,798-100%$1.8M———
Aegis Wealth Management LLC
N/A—36,666-36,666-100%$1.8M———
Pathstone Holdings, LLC
N/A—35,064-35,064-100%$1.7M———
KEB Asset Management, LLC
N/A—32,057-32,057-100%$1.5M———
Morris Financial Concepts, Inc.
N/A—29,899-29,899-100%$1.4M———
E-Wealth Partners, LLC
N/A—29,799-29,799-100%$1.4M———
Smartleaf Asset Management LLC
N/A—27,068-27,068-100%$1.3M———
Geometric Wealth Advisors
N/A—26,865-26,865-100%$1.3M———
Safeguard Investment Advisory Group, LLC
N/A—25,023-25,023-100%$1.2M———
UBS Group AG
N/A—24,345-24,345-100%$1.2M———
Planwiser Financial, LLC
N/A—23,700-23,700-100%$1.1M———
Mariner, LLC
N/A—21,999-21,999-100%$1.1M———
Quantinno Capital Management LP
N/A—19,111-19,111-100%$912.6K———
Cary Street Partners Financial LLC
N/A—19,102-19,102-100%$912.1K———
IHT Wealth Management, LLC
N/A—19,099-19,099-100%$912.0K———
GeoWealth Management, LLC
N/A—17,249-17,249-100%$823.6K———
Advyzon Investment Management, LLC
N/A—16,748-16,748-100%$799.7K———
Citadel Advisors LLC
N/A—16,012-16,012-100%$764.6K———
Rehmann Capital Advisory Group
N/A—14,516-14,516-100%$693.1K———
Platform Wealth Management, LLC
N/A—14,201-14,201-100%$678.1K———
Eaton-Cambridge Inc.
N/A—12,800-12,800-100%$611.2K———
AE Wealth Management LLC
N/A—12,092-12,092-100%$577.4K———
Vistica Wealth Advisors, LLC
N/A—11,125-11,125-100%$531.2K———
Cary Street Partners Investment Advisory LLC
N/A—10,407-10,407-100%$496.9K———
Trailhead Planners LLC
N/A—10,269-10,269-100%$490.3K———
McCartney Wealth Management LLC
N/A—8,341-8,341-100%$398.3K———
Pinnacle Family Advisors, LLC
N/A—8,237-8,237-100%$393.3K———
Stratos Wealth Partners, Ltd.
N/A—8,188-8,188-100%$391.0K———
Huntington National Bank
N/A—8,101-8,101-100%$386.8K———
Inspire Advisors, LLC
N/A—7,127-7,127-100%$340.3K———
EP Wealth Advisors, LLC
N/A—7,056-7,056-100%$336.9K———
World Investment Advisors
N/A—6,507-6,507-100%$311.5K———
Annandale Capital, LLC
N/A—6,379-6,379-100%$305.0K———
Vantus Wealth LLC
N/A—6,274-6,274-100%$299.6K———
Mutual Advisors, LLC
N/A—5,875-5,875-100%$280.5K———
Principal Securities, Inc.
N/A—5,742-5,742-100%$274.2K———
Morgan Stanley
N/A—5,498-5,498-100%$262.5K———
Colonial Trust Co / SC
N/A—5,453-5,453-100%$260.4K———
Capstone Wealth Management, Inc.
N/A—5,370-5,370-100%$256.3K———
Arax Advisory Partners
N/A—5,301-5,301-100%$253.1K———
Pinney & Scofield, Inc.
N/A—5,184-5,184-100%$247.5K———
Sanchez Levi Garrett
N/A—4,938-4,938-100%$235.8K———
ATLas Financial Planning LLC
N/A—4,850-4,850-100%$231.6K———
Forefront Wealth Partners, LLC
N/A—4,579-4,579-100%$218.6K———
Equitable Holdings, Inc.
N/A—4,403-4,403-100%$210.2K———
Investment Advisory Group, LLC
N/A—4,365-4,365-100%$208.4K———
Goldman Sachs Group Inc
N/A—4,334-4,334-100%$206.9K———
NewEdge Advisors, LLC
N/A—4,180-4,180-100%$199.6K———
Millstone Evans Group, LLC
N/A—3,910-3,910-100%$186.7K———
Rogco, LP
N/A—3,468-3,468-100%$165.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3,360-3,360-100%$160.4K———
O'shaughnessy Asset Management, LLC
N/A—2,828-2,828-100%$135.0K———
Topsail Wealth Management, LLC
N/A—2,693-2,693-100%$128.6K———
National Bank of Canada
N/A—2,676-2,676-100%$127.7K———
Wells Fargo & Company
N/A—2,618-2,618-100%$125.0K———
Aptus Capital Advisors, LLC
N/A—2,589-2,589-100%$123.6K———
Mpwm Advisory Solutions, LLC
N/A—1,973-1,973-100%$94.2K———
VSM Wealth Advisory, LLC
N/A—1,668-1,668-100%$79.6K———
Global Retirement Partners, LLC
N/A—1,360-1,360-100%$64.9K———
Kilter Group LLC
N/A—1,250-1,250-100%$59.7K———
Medallion Wealth Advisors, LLC
N/A—1,005-1,005-100%$48.0K———
Rockefeller Capital Management L.P.
N/A—767-767-100%$36.6K———
Northwestern Mutual Wealth Management Co
N/A—718-718-100%$34.3K———
Orion Capital Management LLC
N/A—415-415-100%$19.8K———
Rialto Wealth Management, LLC
N/A—315-315-100%$15.0K———
FMR LLC
N/A—162-162-100%$7.7K———
Vanguard Advisers Inc
N/A—135-135-100%$6.4K———
C M Bidwell & Associates LTD
N/A—113-113-100%$5.4K———
ST Germain D J Co Inc
N/A—1-1-100%$63———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$26———
Showing 473 of 473 institutions