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Dimensional Core Fixed Inc (DFCF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Factory Mutual Insurance Co
UNCHANGED
Shares10,093,835 from 10,093,835
Change0 (0%)
Value$405.0M (-$21.1M)
Filed 2026-10-30
HB Wealth Management, LLC
INCREASED
Shares9,397,248 from 360,320
Change+9,036,928 (+2508%)
Value$377.0M (+$361.8M)
Filed 2026-10-23
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares5,197,657 from 4,918,874
Change+278,783 (+6%)
Value$208.5M (+$904.3K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares5,086,367 from 4,667,514
Change+418,853 (+9%)
Value$204.4M (+$8.3M)
Filed 2026-10-08
True Link Financial Advisors, LLC
INCREASED
Shares4,646,350 from 4,435,777
Change+210,573 (+5%)
Value$186.4M (-$822.6K)
Filed 2026-10-27
Acropolis Investment Management, LLC
INCREASED
Shares4,323,310 from 4,065,684
Change+257,626 (+6%)
Value$173.5M (+$1.8M)
Filed 2026-10-08
Great Waters Wealth Management
INCREASED
Shares4,243,092 from 3,833,555
Change+409,537 (+11%)
Value$170.2M (+$8.4M)
Filed 2026-10-07
Vise Technologies, Inc.
INCREASED
Shares3,980,526 from 3,679,427
Change+301,099 (+8%)
Value$159.7M (+$4.4M)
Filed 2026-10-29
Root Financial Partners, LLC
INCREASED
Shares3,955,603 from 3,833,356
Change+122,247 (+3%)
Value$158.7M (-$3.1M)
Filed 2026-10-21
Elser Financial Planning, Inc
DECREASED
Shares3,800,199 from 4,417,313
Change-617,114 (-14%)
Value$152.5M (-$34.0M)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares3,600,476 from 2,575,681
Change+1,024,795 (+40%)
Value$152.0M (+$43.3M)
Filed 2026-11-06
OneDigital Investment Advisors LLC
INCREASED
Shares3,539,672 from 3,476,475
Change+63,197 (+2%)
Value$142.0M (-$4.7M)
Filed 2026-11-10
Savant Capital, LLC
DECREASED
Shares3,300,665 from 3,399,250
Change-98,585 (-3%)
Value$132.4M (-$11.1M)
Filed 2026-11-06
Phillips Financial Management, LLC
INCREASED
Shares2,976,878 from 2,598,931
Change+377,947 (+15%)
Value$119.4M (+$9.7M)
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
INCREASED
Shares2,932,332 from 2,757,601
Change+174,731 (+6%)
Value$117.6M (+$1.2M)
Filed 2026-10-16
Core Wealth Management, Inc.
DECREASED
Shares1,830,399 from 1,884,045
Change-53,646 (-3%)
Value$73.4M (-$6.1M)
Filed 2026-10-22
HighTower Advisors, LLC
INCREASED
Shares1,817,632 from 1,785,768
Change+31,864 (+2%)
Value$72.9M (-$2.5M)
Filed 2026-11-10
Creative Capital Management Investments LLC
INCREASED
Shares1,623,748 from 1,495,183
Change+128,565 (+9%)
Value$65.1M (+$2.0M)
Filed 2026-10-28
TruNorth Capital Management, LLC
INCREASED
Shares1,565,856 from 733,429
Change+832,427 (+114%)
Value$62.8M (+$31.9M)
Filed 2026-10-14
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares1,542,137 from 1,382,349
Change+159,788 (+12%)
Value$61.9M (+$3.5M)
Filed 2026-10-09
LPL Financial LLC
INCREASED
Shares1,538,184 from 1,275,520
Change+262,664 (+21%)
Value$61.7M (+$7.9M)
Filed 2026-11-06
Strathmore Capital Advisors, Inc.
INCREASED
Shares1,347,544 from 1,254,034
Change+93,510 (+7%)
Value$55.4M (+$3.1M)
Filed 2026-11-09
Parkshore Wealth Management, Inc.
INCREASED
Shares1,203,791 from 898,068
Change+305,723 (+34%)
Value$48.3M (+$10.4M)
Filed 2026-10-13
RW Investment Management LLC
DECREASED
Shares1,169,068 from 1,256,426
Change-87,358 (-7%)
Value$46.9M (-$6.1M)
Filed 2026-11-03
Heffernan Advisory, Inc
INCREASED
Shares1,160,813 from 1,148,842
Change+11,971 (+1%)
Value$46.6M (-$1.9M)
Filed 2026-10-13
Focus Advisor Solutions, LLC
INCREASED
Shares1,009,002 from 964,946
Change+44,056 (+5%)
Value$40.5M (-$249.2K)
Filed 2026-11-10
Commonwealth Equity Services, LLC
DECREASED
Shares995,921 from 2,127,154
Change-1,131,233 (-53%)
Value$40.0M (-$49.8M)
Filed 2026-11-02
Ullmann Wealth Partners Group, LLC
DECREASED
Shares949,865 from 950,483
Change-618 (0%)
Value$38.1M (-$2.0M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares937,240 from 377,423
Change+559,817 (+148%)
Value$37.8M (+$21.9M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares934,798 from 975,031
Change-40,233 (-4%)
Value$37.5M (-$3.7M)
Filed 2026-11-02
Tillman Hartley LLC
INCREASED
Shares886,444 from 742,314
Change+144,130 (+19%)
Value$35.6M (+$4.2M)
Filed 2026-11-06
Tencap Wealth Coaching, LLC
INCREASED
Shares884,853 from 850,105
Change+34,748 (+4%)
Value$35.5M (-$383.2K)
Filed 2026-11-10
Regimen Wealth, LLC
INCREASED
Shares855,944 from 669,870
Change+186,074 (+28%)
Value$34.3M (+$6.1M)
Filed 2026-11-09
Opus Capital Group, LLC
INCREASED
Shares855,086 from 809,244
Change+45,842 (+6%)
Value$34.3M (+$148.0K)
Filed 2026-10-30
BCR Wealth Strategies, LLC
INCREASED
Shares853,163 from 825,494
Change+27,669 (+3%)
Value$34.2M (-$615.1K)
Filed 2026-11-06
Coldstream Capital Management Inc
NEW
Shares843,964
Change+843,964
Value$33.9M
Filed 2026-11-09
Davenport & Co LLC
INCREASED
Shares839,730 from 728,519
Change+111,211 (+15%)
Value$33.7M (+$2.9M)
Filed 2026-10-14
Hiley Hunt Wealth Management
INCREASED
Shares801,411 from 757,059
Change+44,352 (+6%)
Value$32.2M (+$197.1K)
Filed 2026-10-08
Leading Edge Financial Planning LLC
INCREASED
Shares781,240 from 723,730
Change+57,510 (+8%)
Value$31.3M (+$794.7K)
Filed 2026-10-23
Ferguson Johnson Wealth Management Inc
INCREASED
Shares764,062 from 733,815
Change+30,247 (+4%)
Value$30.7M (-$319.8K)
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares752,970 from 701,524
Change+51,446 (+7%)
Value$30.3M (+$706.7K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
INCREASED
Shares740,234 from 735,680
Change+4,554 (+1%)
Value$29.7M (-$1.4M)
Filed 2026-10-13
Market Street Wealth Management Advisors LLC
DECREASED
Shares661,040 from 1,592,020
Change-930,980 (-58%)
Value$26.5M (-$40.7M)
Filed 2026-10-09
Alpha Financial Advisors, LLC
INCREASED
Shares658,221 from 624,792
Change+33,429 (+5%)
Value$26.4M (+$35.4K)
Filed 2026-11-09
Merit Financial Group, LLC
INCREASED
Shares621,180 from 106,318
Change+514,862 (+484%)
Value$24.9M (+$20.4M)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares591,869 from 597,541
Change-5,672 (-1%)
Value$23.7M (-$1.5M)
Filed 2026-10-21
Physician Wealth Solutions Inc.
INCREASED
Shares587,599 from 542,729
Change+44,870 (+8%)
Value$23.6M (+$665.9K)
Filed 2026-10-14
Harbour Investments, Inc.
INCREASED
Shares583,695 from 516,715
Change+66,980 (+13%)
Value$23.4M (+$1.6M)
Filed 2026-11-09
Verisail Partners, LLC
INCREASED
Shares580,174 from 547,489
Change+32,685 (+6%)
Value$23.3M (+$167.1K)
Filed 2026-10-19
BCO Wealth Management LLC
INCREASED
Shares557,596 from 530,572
Change+27,024 (+5%)
Value$22.4M (-$24.7K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
INCREASED
Shares553,257 from 544,478
Change+8,779 (+2%)
Value$22.2M (-$736.1K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares552,575 from 278,140
Change+274,435 (+99%)
Value$22.2M (+$10.4M)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares551,699 from 471,187
Change+80,512 (+17%)
Value$22.4M (+$2.9M)
Filed 2026-10-27
Diversify Wealth Management, LLC
INCREASED
Shares548,453 from 547,013
Change+1,440 (+0%)
Value$22.3M (-$472.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares548,453 from 547,013
Change+1,440 (+0%)
Value$22.3M (-$472.1K)
Filed 2026-10-20
Babb Wealth Advisors LLC
INCREASED
Shares545,380 from 502,526
Change+42,854 (+9%)
Value$21.9M (+$669.0K)
Filed 2026-10-30
Momentous Wealth Management, Inc.
INCREASED
Shares539,179 from 488,859
Change+50,320 (+10%)
Value$21.6M (+$997.1K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares527,673 from 345,812
Change+181,861 (+53%)
Value$21.2M (+$6.6M)
Filed 2026-10-14
Moller Wealth Partners
INCREASED
Shares522,073 from 497,866
Change+24,207 (+5%)
Value$20.9M (-$69.3K)
Filed 2026-10-15
Aurelius Family Office LLC
INCREASED
Shares517,818 from 506,366
Change+11,452 (+2%)
Value$20.8M (-$598.8K)
Filed 2026-10-23
Pioneer Wealth Management Group
DECREASED
Shares513,853 from 663,083
Change-149,230 (-23%)
Value$20.6M (-$7.4M)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares508,686 from 455,846
Change+52,840 (+12%)
Value$20.4M (+$1.2M)
Filed 2026-10-30
Blume Capital Management, Inc.
INCREASED
Shares502,385 from 427,481
Change+74,904 (+18%)
Value$20.2M (+$2.1M)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares497,291 from 537,855
Change-40,564 (-8%)
Value$20.0M (-$2.8M)
Filed 2026-10-08
Tassel Capital Management, Inc.
DECREASED
Shares493,288 from 626,620
Change-133,332 (-21%)
Value$19.8M (-$6.7M)
Filed 2026-10-20
Guardian Wealth Management, LLC
INCREASED
Shares485,400 from 433,642
Change+51,758 (+12%)
Value$19.5M (+$1.2M)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares483,531 from 646,124
Change-162,593 (-25%)
Value$19.5M (-$7.8M)
Filed 2026-10-13
Bannerman Wealth Management Group, LLC
INCREASED
Shares470,470 from 447,697
Change+22,773 (+5%)
Value$18.9M (-$22.0K)
Filed 2026-10-09
Revolve Wealth Partners, LLC
INCREASED
Shares458,769 from 442,818
Change+15,951 (+4%)
Value$18.4M (-$285.5K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares450,433 from 341,391
Change+109,042 (+32%)
Value$18.1M (+$3.7M)
Filed 2026-10-29
Integrity Investment Advisors, LLC
INCREASED
Shares444,466 from 440,497
Change+3,969 (+1%)
Value$17.8M (-$761.4K)
Filed 2026-11-03
Riverchase Wealth Management, LLC
INCREASED
Shares439,112 from 408,292
Change+30,820 (+8%)
Value$17.6M (+$383.2K)
Filed 2026-10-28
Sterling Wealth Management, Inc.
DECREASED
Shares428,293 from 623,012
Change-194,719 (-31%)
Value$17.2M (-$9.1M)
Filed 2026-10-23
Vermillion & White Wealth Management Group, LLC
INCREASED
Shares415,733 from 407,548
Change+8,185 (+2%)
Value$16.7M (-$579.5K)
Filed 2026-11-10
City State Bank
INCREASED
Shares411,505 from 392,935
Change+18,570 (+5%)
Value$16.5M (-$76.2K)
Filed 2026-10-20
Wheels Up Wealth, Inc.
INCREASED
Shares402,203 from 388,885
Change+13,318 (+3%)
Value$16.1M (-$278.5K)
Filed 2026-10-27
BWM Planning, LLC
INCREASED
Shares400,249 from 370,444
Change+29,805 (+8%)
Value$16.1M (+$421.6K)
Filed 2026-11-09
Beacon Harbor Wealth Advisors, Inc.
INCREASED
Shares395,874 from 390,392
Change+5,482 (+1%)
Value$15.9M (-$318.8K)
Filed 2026-11-10
Kings Path Partners LLC
INCREASED
Shares394,679 from 344,663
Change+50,016 (+15%)
Value$15.8M (+$1.3M)
Filed 2026-10-21
Johnson Wealth Management, LLC
INCREASED
Shares394,260 from 358,179
Change+36,081 (+10%)
Value$15.8M (+$699.0K)
Filed 2026-11-09
Rational Advisors, Inc.
INCREASED
Shares391,612 from 378,744
Change+12,868 (+3%)
Value$15.7M (-$275.3K)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
INCREASED
Shares376,671 from 360,171
Change+16,500 (+5%)
Value$15.1M (-$90.8K)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares376,297 from 348,193
Change+28,104 (+8%)
Value$15.1M (+$400.0K)
Filed 2026-10-26
AA Financial Advisors, LLC
INCREASED
Shares369,584 from 211,291
Change+158,293 (+75%)
Value$14.8M (+$5.9M)
Filed 2026-10-19
Burk Holdings LLC
INCREASED
Shares351,413 from 285,493
Change+65,920 (+23%)
Value$14.1M (+$2.0M)
Filed 2026-11-05
Mattern Wealth Management LLC
DECREASED
Shares346,998 from 348,041
Change-1,043 (0%)
Value$13.9M (-$769.3K)
Filed 2026-11-04
Financial Symmetry Inc
DECREASED
Shares338,979 from 351,212
Change-12,233 (-3%)
Value$13.6M (-$1.2M)
Filed 2026-10-06
Essential Planning, Llc.
INCREASED
Shares338,202 from 303,658
Change+34,544 (+11%)
Value$13.6M (+$751.3K)
Filed 2026-10-21
One Degree Advisors Inc
INCREASED
Shares335,061 from 327,344
Change+7,717 (+2%)
Value$13.5M (-$323.9K)
Filed 2026-11-06
First Financial Group Corp
INCREASED
Shares334,774 from 275,791
Change+58,983 (+21%)
Value$13.4M (+$1.8M)
Filed 2026-10-22
Kane Co Wealth Management, Inc.
INCREASED
Shares333,478 from 321,704
Change+11,774 (+4%)
Value$13.4M (-$200.0K)
Filed 2026-11-04
SageOak Financial, LLC
INCREASED
Shares329,347 from 308,950
Change+20,397 (+7%)
Value$13.2M (+$172.6K)
Filed 2026-10-19
Foundry Financial LLC
INCREASED
Shares324,071 from 271,200
Change+52,871 (+20%)
Value$13.0M (+$1.6M)
Filed 2026-10-16
DeLarme Wealth Management, Inc.
INCREASED
Shares322,081 from 290,189
Change+31,892 (+11%)
Value$12.9M (+$673.0K)
Filed 2026-10-30
Modera Wealth Management, LLC
DECREASED
Shares321,049 from 386,395
Change-65,346 (-17%)
Value$12.9M (-$3.4M)
Filed 2026-10-28
Yardley Wealth Management LLC
INCREASED
Shares317,123 from 287,908
Change+29,215 (+10%)
Value$12.7M (+$570.4K)
Filed 2026-10-23
Heritage Wealth Management, Inc. s
DECREASED
Shares315,137 from 334,600
Change-19,463 (-6%)
Value$12.6M (-$1.5M)
Filed 2026-11-06
BCU Wealth Advisors, LLC
INCREASED
Shares308,184 from 285,657
Change+22,527 (+8%)
Value$12.4M (+$306.8K)
Filed 2026-10-16
Collective Family Office LLC
INCREASED
Shares307,970 from 284,278
Change+23,692 (+8%)
Value$12.4M (+$356.4K)
Filed 2026-10-05
Legacy Financial Group, Inc.
DECREASED
Shares303,564 from 342,537
Change-38,973 (-11%)
Value$12.2M (-$2.3M)
Filed 2026-10-21
SeedSafe Financial LLC
INCREASED
Shares298,396 from 250,299
Change+48,097 (+19%)
Value$12.0M (+$1.4M)
Filed 2026-11-02
ERn Financial, LLC
INCREASED
Shares294,519 from 282,203
Change+12,316 (+4%)
Value$11.8M (-$95.7K)
Filed 2026-10-28
Coston, McIsaac & Partners
INCREASED
Shares287,393 from 269,657
Change+17,736 (+7%)
Value$11.5M (+$149.2K)
Filed 2026-11-06
Beacon Hill Wealth Management Ltd.
INCREASED
Shares286,430 from 246,146
Change+40,284 (+16%)
Value$11.5M (+$1.1M)
Filed 2026-10-21
SC&H Financial Advisors, Inc.
INCREASED
Shares275,940 from 251,315
Change+24,625 (+10%)
Value$11.1M (+$462.7K)
Filed 2026-10-14
Porter White Investment Advisors, Inc.
INCREASED
Shares274,094 from 127,527
Change+146,567 (+115%)
Value$11.0M (+$5.6M)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares273,908 from 217,073
Change+56,835 (+26%)
Value$11.0M (+$1.8M)
Filed 2026-10-13
Pasadena Private Wealth, LLC
NEW
Shares266,852
Change+266,852
Value$10.7M
Filed 2026-11-10
SpringVest Wealth Management LLC
INCREASED
Shares264,570 from 261,998
Change+2,572 (+1%)
Value$10.6M (-$444.4K)
Filed 2026-10-27
Triune Financial Partners, LLC
INCREASED
Shares258,003 from 195,428
Change+62,575 (+32%)
Value$10.4M (+$2.1M)
Filed 2026-11-03
Thrivent Financial for Lutherans
NEW
Shares256,415
Change+256,415
Value$10.3M
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares256,055 from 243,899
Change+12,156 (+5%)
Value$10.3M (-$22.0K)
Filed 2026-10-14
Prudent Investor Advisors, LLC
NEW
Shares255,810
Change+255,810
Value$10.3M
Filed 2026-10-22
Concord Wealth Partners
DECREASED
Shares251,257 from 281,934
Change-30,677 (-11%)
Value$10.1M (-$1.8M)
Filed 2026-11-02
United Wealth Management, LLC
INCREASED
Shares238,603 from 229,619
Change+8,984 (+4%)
Value$9.6M (-$119.5K)
Filed 2026-10-30
Ledgewood Wealth Advisors, LLC
DECREASED
Shares235,277 from 235,302
Change-25 (0%)
Value$9.4M (-$492.8K)
Filed 2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED
Shares234,644 from 206,965
Change+27,679 (+13%)
Value$9.4M (+$677.9K)
Filed 2026-11-02
LVZ, Inc.
INCREASED
Shares227,281 from 190,528
Change+36,753 (+19%)
Value$9.1M (+$1.1M)
Filed 2026-10-20
Approach Retirement Advisors, LLC
INCREASED
Shares226,853 from 214,289
Change+12,564 (+6%)
Value$9.1M (+$56.2K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
NEW
Shares214,629
Change+214,629
Value$8.6M
Filed 2026-11-05
Kestra Investment Management, LLC
INCREASED
Shares213,648 from 205,463
Change+8,185 (+4%)
Value$8.6M (-$101.0K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares208,037 from 192,203
Change+15,834 (+8%)
Value$8.3M (+$233.6K)
Filed 2026-11-03
RCS Financial Planning, LLC
DECREASED
Shares206,597 from 413,979
Change-207,382 (-50%)
Value$8.3M (-$9.2M)
Filed 2026-10-14
Creative Planning
DECREASED
Shares200,563 from 210,072
Change-9,509 (-5%)
Value$8.0M (-$820.6K)
Filed 2026-11-02
Vested Financial Planning, LLC
INCREASED
Shares196,767 from 177,825
Change+18,942 (+11%)
Value$7.9M (+$388.3K)
Filed 2026-10-28
CLG LLC
INCREASED
Shares196,327 from 178,474
Change+17,853 (+10%)
Value$7.9M (+$343.3K)
Filed 2026-10-13
Parker Financial LLC
INCREASED
Shares194,452 from 184,346
Change+10,106 (+5%)
Value$7.8M (-$13.6K)
Filed 2026-11-05
marrick wealth, LLC
INCREASED
Shares194,218 from 189,699
Change+4,519 (+2%)
Value$7.8M (-$215.1K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares190,143 from 159,564
Change+30,579 (+19%)
Value$7.6M (+$893.3K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares189,984 from 145,106
Change+44,878 (+31%)
Value$7.6M (+$1.5M)
Filed 2026-11-02
Heritage Investment Group, Inc.
DECREASED
Shares188,861 from 194,715
Change-5,854 (-3%)
Value$7.6M (-$641.8K)
Filed 2026-11-03
IFG Advisory, LLC
INCREASED
Shares188,754 from 179,554
Change+9,200 (+5%)
Value$7.6M (-$6.2K)
Filed 2026-11-09
Thayer Financial, L.L.C.
NEW
Shares187,185
Change+187,185
Value$7.5M
Filed 2026-10-21
Herold Advisors, Inc.
DECREASED
Shares187,048 from 188,195
Change-1,147 (-1%)
Value$7.5M (-$433.6K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED
Shares180,801 from 163,979
Change+16,822 (+10%)
Value$7.3M (+$332.2K)
Filed 2026-10-15
HBK Sorce Advisory LLC
DECREASED
Shares176,619 from 979,852
Change-803,233 (-82%)
Value$7.3M (-$33.7M)
Filed 2026-11-06
Cogent Private Wealth, Inc.
INCREASED
Shares176,365 from 128,685
Change+47,680 (+37%)
Value$7.1M (+$1.6M)
Filed 2026-11-06
CGN Advisors LLC
INCREASED
Shares176,274 from 172,063
Change+4,211 (+2%)
Value$7.1M (-$190.7K)
Filed 2026-10-21
Sutton Place Investors LLC
DECREASED
Shares174,557 from 175,236
Change-679 (0%)
Value$7.0M (-$393.5K)
Filed 2026-10-20
Austin Wealth Management, LLC
INCREASED
Shares173,284 from 170,408
Change+2,876 (+2%)
Value$7.0M (-$175.5K)
Filed 2026-11-06
Citrine Capital LLC
INCREASED
Shares171,616 from 164,294
Change+7,322 (+4%)
Value$6.9M (-$49.6K)
Filed 2026-10-14
Navigoe, LLC
INCREASED
Shares170,957 from 157,994
Change+12,963 (+8%)
Value$6.9M (+$190.0K)
Filed 2026-11-04
Cornerstone Wealth Partners, LLC
INCREASED
Shares169,725 from 128,374
Change+41,351 (+32%)
Value$6.8M (+$1.4M)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares168,038 from 155,357
Change+12,681 (+8%)
Value$6.7M (+$184.1K)
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares165,874 from 151,589
Change+14,285 (+9%)
Value$6.7M (+$256.3K)
Filed 2026-10-23
3 Factor Indexing, LLC
DECREASED
Shares162,616 from 166,912
Change-4,296 (-3%)
Value$6.5M (-$521.2K)
Filed 2026-10-15
Summit Wealth Group LLC / Co
INCREASED
Shares161,538 from 155,950
Change+5,588 (+4%)
Value$6.5M (-$101.7K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares159,650 from 148,160
Change+11,490 (+8%)
Value$6.4M (+$192.8K)
Filed 2026-10-15
Acorn Wealth Advisors, LLC
DECREASED
Shares156,585 from 157,839
Change-1,254 (-1%)
Value$6.3M (-$380.2K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares155,957 from 92,751
Change+63,206 (+68%)
Value$6.3M (+$2.3M)
Filed 2026-10-23
Great Valley Advisor Group, Inc.
INCREASED
Shares147,569 from 131,154
Change+16,415 (+13%)
Value$5.9M (+$384.0K)
Filed 2026-11-09
Onyx Financial Advisors, LLC
INCREASED
Shares143,209 from 109,828
Change+33,381 (+30%)
Value$5.7M (+$1.1M)
Filed 2026-10-21
Continuum Wealth Advisors, LLC
NEW
Shares142,583
Change+142,583
Value$5.7M
Filed 2026-10-20
Vermillion Wealth Management, Inc.
DECREASED
Shares141,260 from 482,080
Change-340,820 (-71%)
Value$5.7M (-$14.7M)
Filed 2026-10-26
PFG Advisors
INCREASED
Shares140,923 from 133,887
Change+7,036 (+5%)
Value$5.7M (+$2.4K)
Filed 2026-10-16
Visionary Horizons, LLC
INCREASED
Shares140,490 from 18,482
Change+122,008 (+660%)
Value$5.6M (+$4.9M)
Filed 2026-10-22
SJS Investment Consulting Inc.
DECREASED
Shares139,142 from 146,198
Change-7,056 (-5%)
Value$5.6M (-$588.6K)
Filed 2026-10-26
Arnold Financial Planning LLC
INCREASED
Shares137,622 from 135,325
Change+2,297 (+2%)
Value$5.5M (-$190.7K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
INCREASED
Shares135,544 from 130,486
Change+5,058 (+4%)
Value$5.4M (-$69.8K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares132,466 from 129,193
Change+3,273 (+3%)
Value$5.3M (-$74.6K)
Filed 2026-10-20
Entrewealth, LLC
INCREASED
Shares131,175 from 121,171
Change+10,004 (+8%)
Value$5.3M (+$212.3K)
Filed 2026-10-14
FinDec Wealth Services, Inc.
INCREASED
Shares130,290 from 126,375
Change+3,915 (+3%)
Value$5.2M (-$107.0K)
Filed 2026-10-30
Schwarz Dygos Wheeler Investment Advisors LLC
INCREASED
Shares130,203 from 126,247
Change+3,956 (+3%)
Value$5.2M (-$105.1K)
Filed 2026-11-10
Pacific Asset Management, LLC
INCREASED
Shares126,949 from 121,303
Change+5,646 (+5%)
Value$5.1M (-$27.0K)
Filed 2026-10-15
TCP Asset Management, LLC
INCREASED
Shares126,423 from 97,298
Change+29,125 (+30%)
Value$5.1M (+$963.9K)
Filed 2026-10-14
Keyes, Stange & Wooten Wealth Management, LLC
NEW
Shares125,820
Change+125,820
Value$5.0M
Filed 2026-11-03
Foster Group, Inc.
INCREASED
Shares124,792 from 73,830
Change+50,962 (+69%)
Value$5.0M (+$1.9M)
Filed 2026-10-13
Winebrenner Capital Management LLC
DECREASED
Shares124,773 from 135,387
Change-10,614 (-8%)
Value$5.0M (-$708.8K)
Filed 2026-10-07
Live Oak Private Wealth LLC
DECREASED
Shares123,649 from 127,037
Change-3,388 (-3%)
Value$5.0M (-$401.4K)
Filed 2026-11-02
Mission Wealth Management, LP
INCREASED
Shares121,891 from 104,535
Change+17,356 (+17%)
Value$4.9M (+$477.9K)
Filed 2026-10-15
Index Fund Advisors, Inc.
INCREASED
Shares121,613 from 107,000
Change+14,613 (+14%)
Value$4.9M (+$362.6K)
Filed 2026-11-05
DecisionMap Wealth Management, LLC
DECREASED
Shares119,150 from 119,240
Change-90 (0%)
Value$4.8M (-$252.8K)
Filed 2026-10-29
E6 Portfolios, LLC
INCREASED
Shares118,824 from 112,349
Change+6,475 (+6%)
Value$4.8M (+$25.0K)
Filed 2026-10-26
DWR Wealth Management, LLC
INCREASED
Shares115,522 from 85,562
Change+29,960 (+35%)
Value$4.6M (+$1.0M)
Filed 2026-10-13
Greenspring Advisors, LLC
INCREASED
Shares113,113 from 109,030
Change+4,083 (+4%)
Value$4.5M (-$64.1K)
Filed 2026-11-05
Donalies Financial Planning, LLC
INCREASED
Shares113,041 from 104,950
Change+8,091 (+8%)
Value$4.5M (+$105.2K)
Filed 2026-10-19
International Private Wealth Advisors LLC
INCREASED
Shares112,956 from 97,878
Change+15,078 (+15%)
Value$4.5M (+$400.3K)
Filed 2026-11-05
Northwest Wealth Management, LLC
DECREASED
Shares112,188 from 113,989
Change-1,801 (-2%)
Value$4.5M (-$310.5K)
Filed 2026-10-30
Forum Financial Management, LP
DECREASED
Shares111,036 from 125,872
Change-14,836 (-12%)
Value$4.5M (-$858.3K)
Filed 2026-10-16
Wealth Advisors Northwest LLC
INCREASED
Shares106,116 from 103,408
Change+2,708 (+3%)
Value$4.3M (-$107.5K)
Filed 2026-10-29
First Premier Bank
DECREASED
Shares105,671 from 135,412
Change-29,741 (-22%)
Value$4.2M (+$4.2M)
Filed 2026-10-13
Family Capital Management, Inc.
INCREASED
Shares103,937 from 97,657
Change+6,280 (+6%)
Value$4.2M (+$47.9K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares102,304 from 152,212
Change-49,908 (-33%)
Value$4.1M (-$2.3M)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares102,214 from 86,568
Change+15,646 (+18%)
Value$4.1M (+$446.8K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares90,965 from 89,796
Change+1,169 (+1%)
Value$3.6M (-$140.8K)
Filed 2026-10-26
MB Generational Wealth, LLC
INCREASED
Shares89,138 from 78,892
Change+10,246 (+13%)
Value$3.6M (+$246.2K)
Filed 2026-11-09
Canopy Partners, LLC
INCREASED
Shares85,870 from 78,586
Change+7,284 (+9%)
Value$3.4M (+$128.0K)
Filed 2026-10-28
Verus Financial Partners, Inc.
INCREASED
Shares78,105 from 34,339
Change+43,766 (+127%)
Value$3.1M (+$1.7M)
Filed 2026-10-29
Entrust Financial LLC
NEW
Shares77,582
Change+77,582
Value$3.1M
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares77,162 from 36,488
Change+40,674 (+111%)
Value$3.1M (+$1.6M)
Filed 2026-11-06
Meredith Wealth Planning
DECREASED
Shares77,112 from 376,067
Change-298,955 (-79%)
Value$3.1M (-$12.8M)
Filed 2026-10-14
HFG Wealth Management, LLC
UNCHANGED
Shares75,050 from 75,050
Change0 (0%)
Value$3.2M ($0)
Filed 2026-10-16
New Dimensions Wealth Management, LLC
NEW
Shares74,551
Change+74,551
Value$3.0M
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares74,532 from 70,615
Change+3,917 (+6%)
Value$3.0M (+$9.6K)
Filed 2026-10-21
Schulz Wealth, Ltd.
DECREASED
Shares74,266 from 87,540
Change-13,274 (-15%)
Value$3.0M (-$715.5K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares69,127 from 66,860
Change+2,267 (+3%)
Value$2.8M (-$48.8K)
Filed 2026-10-16
Aegis Wealth Management LLC
INCREASED
Shares68,198 from 60,106
Change+8,092 (+13%)
Value$2.7M (+$199.0K)
Filed 2026-11-10
Citigroup Inc
INCREASED
Shares66,520 from 63,895
Change+2,625 (+4%)
Value$2.7M (-$28.2K)
Filed 2026-11-04
Selective Wealth Management, Inc.
INCREASED
Shares65,112 from 47,690
Change+17,422 (+37%)
Value$2.6M (+$640.9K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares64,311 from 60,130
Change+4,181 (+7%)
Value$2.6M (+$42.1K)
Filed 2026-11-04
rebel Financial LLC
INCREASED
Shares63,977 from 63,111
Change+866 (+1%)
Value$2.6M (-$97.2K)
Filed 2026-11-04
SwitchPoint Financial Planning, LLC
INCREASED
Shares62,633 from 55,955
Change+6,678 (+12%)
Value$2.5M (+$151.0K)
Filed 2026-11-02
Fiduciary Alliance LLC
INCREASED
Shares60,751 from 58,769
Change+1,982 (+3%)
Value$2.4M (-$43.3K)
Filed 2026-10-13
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares60,302 from 57,957
Change+2,345 (+4%)
Value$2.4M (-$27.6K)
Filed 2026-10-14
Ballast Rock Private Wealth LLC
INCREASED
Shares59,350 from 55,519
Change+3,831 (+7%)
Value$2.4M (+$37.7K)
Filed 2026-10-26
Stewardship Advisors, LLC
INCREASED
Shares58,560 from 55,428
Change+3,132 (+6%)
Value$2.3M (+$9.8K)
Filed 2026-10-20
Outbound Financial Inc
INCREASED
Shares58,541 from 58,013
Change+528 (+1%)
Value$2.3M (-$100.1K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares57,211 from 56,396
Change+815 (+1%)
Value$2.3M (-$85.2K)
Filed 2026-11-05
Rachor Investment Advisory Services, LLC
INCREASED
Shares56,519 from 55,871
Change+648 (+1%)
Value$2.3M (-$90.8K)
Filed 2026-10-29
Torren Management, LLC
DECREASED
Shares54,787 from 91,748
Change-36,961 (-40%)
Value$2.2M (-$1.7M)
Filed 2026-10-29
Evanson Financial, LLC
INCREASED
Shares53,453 from 52,838
Change+615 (+1%)
Value$2.1M (-$85.8K)
Filed 2026-10-23
LexAurum Advisors, LLC
INCREASED
Shares51,274 from 46,928
Change+4,346 (+9%)
Value$2.1M (+$76.3K)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
NEW
Shares50,242
Change+50,242
Value$2.0M
Filed 2026-10-30
Landaas & Co
INCREASED
Shares48,784 from 39,815
Change+8,969 (+23%)
Value$2.0M (+$276.6K)
Filed 2026-10-29
Choreo, LLC
NEW
Shares48,065
Change+48,065
Value$1.9M
Filed 2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED
Shares48,003 from 36,785
Change+11,218 (+31%)
Value$1.9M (+$373.2K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
INCREASED
Shares47,506 from 37,105
Change+10,401 (+28%)
Value$1.9M (+$339.7K)
Filed 2026-10-29
Magnus Financial Group LLC
NEW
Shares45,046
Change+45,046
Value$1.8M
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares44,656 from 44,778
Change-122 (0%)
Value$1.8M (-$98.5K)
Filed 2026-10-16
Worth Asset Management, LLC
INCREASED
Shares44,293 from 35,370
Change+8,923 (+25%)
Value$1.8M (+$284.1K)
Filed 2026-10-07
USAdvisors Wealth Management, LLC
INCREASED
Shares43,828 from 42,895
Change+933 (+2%)
Value$1.8M (-$52.0K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares43,513 from 25,102
Change+18,411 (+73%)
Value$1.7M (+$686.2K)
Filed 2026-10-16
Arista Wealth Management, LLC
UNCHANGED
Shares43,088 from 43,088
Change0 (0%)
Value$1.7M (-$90.1K)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares43,032 from 34,900
Change+8,132 (+23%)
Value$1.8M (+$287.3K)
Filed 2026-11-04
GEM Asset Management, LLC
INCREASED
Shares42,290 from 35,667
Change+6,623 (+19%)
Value$1.7M (+$191.2K)
Filed 2026-10-13
CSP Financial Group, LLC
INCREASED
Shares42,277 from 23,219
Change+19,058 (+82%)
Value$1.7M (+$716.1K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
INCREASED
Shares41,560 from 37,688
Change+3,872 (+10%)
Value$1.7M (+$76.6K)
Filed 2026-10-22
Claro Advisors Inc.
NEW
Shares40,033
Change+40,033
Value$1.6M
Filed 2026-11-02
Abel Hall, LLC
DECREASED
Shares39,848 from 48,945
Change-9,097 (-19%)
Value$1.6M (-$467.2K)
Filed 2026-10-19
WealthSpring Partners, LLC
DECREASED
Shares39,608 from 55,285
Change-15,677 (-28%)
Value$1.6M (-$744.5K)
Filed 2026-10-14
Wealthcare Capital Management LLC
INCREASED
Shares38,408 from 25,727
Change+12,681 (+49%)
Value$1.5M (+$455.0K)
Filed 2026-10-21
Werba Rubin Papier Wealth Management
INCREASED
Shares37,703 from 36,322
Change+1,381 (+4%)
Value$1.5M (-$20.5K)
Filed 2026-11-06
Everhart Financial Group, Inc.
INCREASED
Shares36,809 from 9,776
Change+27,033 (+277%)
Value$1.5M (+$1.1M)
Filed 2026-10-08
Geneos Wealth Management Inc.
INCREASED
Shares36,552 from 16,237
Change+20,315 (+125%)
Value$1.5M (+$781.1K)
Filed 2026-11-09
Cypress Financial Planning LLC
DECREASED
Shares36,393 from 36,546
Change-153 (0%)
Value$1.5M (-$82.5K)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares36,071 from 34,194
Change+1,877 (+5%)
Value$1.4M (+$3.9K)
Filed 2026-11-04
Quantum Financial Advisors, LLC
DECREASED
Shares35,263 from 35,847
Change-584 (-2%)
Value$1.4M (-$98.4K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
INCREASED
Shares34,389 from 32,012
Change+2,377 (+7%)
Value$1.4M (+$28.4K)
Filed 2026-10-23
Shearwater Capital LLC
DECREASED
Shares32,921 from 33,988
Change-1,067 (-3%)
Value$1.3M (-$113.9K)
Filed 2026-10-13
Ariadne Wealth Management, LP
INCREASED
Shares32,648 from 19,492
Change+13,156 (+67%)
Value$1.3M (+$487.1K)
Filed 2026-11-06
Triad Wealth Partners, LLC
INCREASED
Shares32,555 from 28,761
Change+3,794 (+13%)
Value$1.3M (+$110.5K)
Filed 2026-10-26
Riverbend Wealth Management, LLC
INCREASED
Shares30,940 from 22,371
Change+8,569 (+38%)
Value$1.2M (+$297.1K)
Filed 2026-10-15
Andrews, Lucia Wealth Management LLC
INCREASED
Shares30,377 from 28,884
Change+1,493 (+5%)
Value$1.2M (-$480)
Filed 2026-11-02
RED Lighthouse Investment Management, LLC
DECREASED
Shares30,012 from 55,000
Change-24,988 (-45%)
Value$1.2M (-$1.1M)
Filed 2026-11-02
GEN Financial Management, Inc.
NEW
Shares26,439
Change+26,439
Value$1.1M
Filed 2026-10-13
Vestia Personal Wealth Advisors
DECREASED
Shares25,495 from 26,133
Change-638 (-2%)
Value$1.0M (-$81.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares25,080 from 20,199
Change+4,881 (+24%)
Value$1.0M (+$153.6K)
Filed 2026-11-03
RHL Group, LLC
DECREASED
Shares24,859 from 175,981
Change-151,122 (-86%)
Value$997.3K (-$6.4M)
Filed 2026-11-04
Oceanside Advisors LLC
INCREASED
Shares24,228 from 23,284
Change+944 (+4%)
Value$972.0K (-$10.8K)
Filed 2026-11-03
25 LLC
INCREASED
Shares24,073 from 20,808
Change+3,265 (+16%)
Value$965.8K (+$87.5K)
Filed 2026-10-13
Ares Financial Consulting, LLC
UNCHANGED
Shares23,791 from 23,791
Change0 (0%)
Value$954.5K (-$49.7K)
Filed 2026-10-19
Uptick Partners, LLC
DECREASED
Shares23,737 from 38,933
Change-15,196 (-39%)
Value$952.3K (-$691.0K)
Filed 2026-11-04
LifeSteps Financial, Inc.
DECREASED
Shares22,302 from 24,731
Change-2,429 (-10%)
Value$894.8K (-$149.1K)
Filed 2026-10-15
Hoxton Planning & Management, LLC
DECREASED
Shares21,642 from 25,307
Change-3,665 (-14%)
Value$868.3K (-$199.9K)
Filed 2026-10-15
Master's Wealth Management Inc.
DECREASED
Shares21,553 from 25,114
Change-3,561 (-14%)
Value$864.7K (-$195.4K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
INCREASED
Shares21,532 from 21,513
Change+19 (+0%)
Value$863.9K (-$44.2K)
Filed 2026-11-03
Forteris Wealth Management Inc.
INCREASED
Shares21,190 from 18,270
Change+2,920 (+16%)
Value$850.1K (+$79.0K)
Filed 2026-10-13
Factor Wealth Management LTD
DECREASED
Shares19,412 from 32,847
Change-13,435 (-41%)
Value$778.8K (-$607.7K)
Filed 2026-10-08
TAGStone Capital, Inc.
INCREASED
Shares18,986 from 18,886
Change+100 (+1%)
Value$761.7K (-$35.5K)
Filed 2026-11-09
Hippocratic Financial Advisors, LLC
DECREASED
Shares18,947 from 19,640
Change-693 (-4%)
Value$760.1K (-$68.9K)
Filed 2026-10-13
Two West Capital Advisors LLC
INCREASED
Shares18,784 from 18,706
Change+78 (+0%)
Value$754.2K (-$29.6K)
Filed 2026-10-15
AWM Capital, LLC
INCREASED
Shares18,640 from 18,426
Change+214 (+1%)
Value$747.9K (-$29.9K)
Filed 2026-10-16
Builder Investment Group Inc
INCREASED
Shares18,409 from 17,615
Change+794 (+5%)
Value$738.6K (-$5.0K)
Filed 2026-10-22
ProCore Advisors, LLC
DECREASED
Shares17,856 from 52,013
Change-34,157 (-66%)
Value$716.4K (-$1.5M)
Filed 2026-10-14
SEI Investments Co
INCREASED
Shares17,366 from 16,327
Change+1,039 (+6%)
Value$696.7K (+$7.6K)
Filed 2026-11-10
Legacy Capital Wealth Partners, LLC
INCREASED
Shares17,328 from 15,739
Change+1,589 (+10%)
Value$695.2K (+$30.9K)
Filed 2026-10-21
Firethorn Wealth Partners, LLC
DECREASED
Shares17,207 from 17,800
Change-593 (-3%)
Value$690.4K (-$61.0K)
Filed 2026-10-14
Silver OAK Securities, Incorporated
INCREASED
Shares17,181 from 15,732
Change+1,449 (+9%)
Value$706.0K (+$41.9K)
Filed 2026-11-09
Parkside Financial Bank & Trust
DECREASED
Shares16,672 from 16,687
Change-15 (0%)
Value$668.9K (-$35.5K)
Filed 2026-10-27
Certified Advisory Corp
NEW
Shares13,812
Change+13,812
Value$554.1K
Filed 2026-10-29
Avise Financial Cooperative, Inc.
DECREASED
Shares13,490 from 14,011
Change-521 (-4%)
Value$541.2K (-$50.2K)
Filed 2026-11-09
Aspire Private Capital, LLC
INCREASED
Shares13,312 from 10,950
Change+2,362 (+22%)
Value$534.1K (+$71.9K)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares13,226 from 6,049
Change+7,177 (+119%)
Value$530.6K (+$275.3K)
Filed 2026-11-04
Elevate Wealth Advisory, Inc
DECREASED
Shares13,067 from 14,688
Change-1,621 (-11%)
Value$524.2K (-$95.7K)
Filed 2026-10-29
StoneX Group Inc.
NEW
Shares12,904
Change+12,904
Value$534.3K
Filed 2026-11-03
Plan Group Financial, LLC
DECREASED
Shares12,828 from 20,336
Change-7,508 (-37%)
Value$518.4K (-$340.0K)
Filed 2026-10-22
Plancorp, LLC
INCREASED
Shares12,652 from 12,457
Change+195 (+2%)
Value$517.6K (-$3.2K)
Filed 2026-11-03
Allstreet Capital Advisors LLC
INCREASED
Shares12,452 from 11,841
Change+611 (+5%)
Value$499.6K (-$268)
Filed 2026-11-04
MGO One Seven LLC
UNCHANGED
Shares12,156 from 12,156
Change0 (0%)
Value$487.7K (-$25.4K)
Filed 2026-10-28
Allodium Investment Consultants, LLC
INCREASED
Shares12,127 from 11,692
Change+435 (+4%)
Value$486.5K (-$7.0K)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
DECREASED
Shares12,003 from 15,289
Change-3,286 (-21%)
Value$489.5K (-$155.9K)
Filed 2026-11-02
Spinnaker Investment Group, LLC
DECREASED
Shares11,218 from 15,492
Change-4,274 (-28%)
Value$450.1K (-$203.8K)
Filed 2026-10-13
Indivisible Partners
NEW
Shares11,017
Change+11,017
Value$442.0K
Filed 2026-10-26
Aspen Wealth Management LLC
DECREASED
Shares11,003 from 18,972
Change-7,969 (-42%)
Value$441.4K (-$359.4K)
Filed 2026-10-14
Beacon Financial Strategies Corp
INCREASED
Shares10,397 from 8,784
Change+1,613 (+18%)
Value$417.1K (+$46.4K)
Filed 2026-10-14
Balance Wealth Partners LLC
DECREASED
Shares10,355 from 10,716
Change-361 (-3%)
Value$415.4K (-$36.9K)
Filed 2026-10-27
Old Peak Finance LLC
DECREASED
Shares10,226 from 10,345
Change-119 (-1%)
Value$410.3K (-$26.4K)
Filed 2026-11-02
Gemmer Asset Management LLC
DECREASED
Shares10,106 from 11,581
Change-1,475 (-13%)
Value$405.5K (-$83.4K)
Filed 2026-10-16
Bright Financial Advisors, Inc.
INCREASED
Shares10,003 from 9,989
Change+14 (+0%)
Value$401.3K (-$20.3K)
Filed 2026-10-23
MSH Capital Advisors LLC
DECREASED
Shares9,994 from 11,424
Change-1,430 (-13%)
Value$401.0K (-$81.2K)
Filed 2026-11-03
Golden Bell Financial Planning LLC
UNCHANGED
Shares9,918 from 9,918
Change0 (0%)
Value$397.9K (-$20.7K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
INCREASED
Shares9,763 from 8,548
Change+1,215 (+14%)
Value$391.7K (+$30.9K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares9,761 from 6,762
Change+2,999 (+44%)
Value$391.6K (+$106.2K)
Filed 2026-10-14
LAM Group, Inc.
DECREASED
Shares9,705 from 10,550
Change-845 (-8%)
Value$389.4K (-$56.0K)
Filed 2026-10-26
StrongBox Wealth, LLC
DECREASED
Shares9,498 from 9,503
Change-5 (0%)
Value$381.1K (-$20.1K)
Filed 2026-11-02
Grand Wealth Management, LLC
NEW
Shares9,210
Change+9,210
Value$369.5K
Filed 2026-11-09
Demming Financial Services Corp
INCREASED
Shares9,021 from 8,937
Change+84 (+1%)
Value$361.9K (-$15.3K)
Filed 2026-11-09
Forthright Family Wealth Advisory LLC
DECREASED
Shares8,985 from 9,021
Change-36 (0%)
Value$360.5K (-$20.3K)
Filed 2026-11-03
Jacobi Capital Management LLC
DECREASED
Shares8,935 from 9,865
Change-930 (-9%)
Value$358.5K (-$57.9K)
Filed 2026-11-05
Potentia Wealth
INCREASED
Shares8,872 from 8,865
Change+7 (+0%)
Value$355.9K (-$18.3K)
Filed 2026-11-09
Venture Visionary Partners LLC
INCREASED
Shares8,471 from 7,548
Change+923 (+12%)
Value$339.9K (+$21.3K)
Filed 2026-10-07
Navigate Wealth Management, LLC
UNCHANGED
Shares8,329 from 8,329
Change0 (0%)
Value$335.4K (-$14.6K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
NEW
Shares8,282
Change+8,282
Value$332.3K
Filed 2026-10-21
Fiduciary Financial Group, LLC
DECREASED
Shares8,203 from 8,303
Change-100 (-1%)
Value$329.1K (-$21.4K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares8,202 from 12,721
Change-4,519 (-36%)
Value$329.1K (-$207.9K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED
Shares8,085 from 10,425
Change-2,340 (-22%)
Value$324.4K (-$115.7K)
Filed 2026-10-14
Mills Wealth Advisors LLC
DECREASED
Shares8,073 from 11,057
Change-2,984 (-27%)
Value$323.9K (-$142.8K)
Filed 2026-10-22
Diversified Portfolios, Inc.
DECREASED
Shares7,453 from 90,915
Change-83,462 (-92%)
Value$299.0K (-$3.5M)
Filed 2026-11-04
Victory Financial Group, LLC
DECREASED
Shares7,249 from 7,263
Change-14 (0%)
Value$290.8K (-$15.7K)
Filed 2026-10-27
Matisse Capital
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$288.9K (-$15.0K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
DECREASED
Shares7,126 from 7,219
Change-93 (-1%)
Value$285.9K (-$18.8K)
Filed 2026-11-05
Beacon Financial Advisory LLC
DECREASED
Shares7,110 from 8,861
Change-1,751 (-20%)
Value$285.2K (-$88.8K)
Filed 2026-10-16
Burton Enright Welch
INCREASED
Shares7,033 from 6,217
Change+816 (+13%)
Value$282.2K (+$19.7K)
Filed 2026-11-04
Apollon Financial, LLC
NEW
Shares6,690
Change+6,690
Value$268.4K
Filed 2026-10-23
Rise Advisors, LLC
INCREASED
Shares6,604 from 6,528
Change+76 (+1%)
Value$265.0K (-$10.6K)
Filed 2026-10-16
Generations Wealth, LLC
INCREASED
Shares6,584 from 5,364
Change+1,220 (+23%)
Value$264.2K (+$37.7K)
Filed 2026-11-09
Investmark Advisory Group LLC
NEW
Shares6,260
Change+6,260
Value$251.2K
Filed 2026-10-27
Winnacle Wealth LLC
DECREASED
Shares5,870 from 9,928
Change-4,058 (-41%)
Value$235.5K (-$183.6K)
Filed 2026-10-15
New Capital Management LP
UNCHANGED
Shares5,754 from 5,754
Change0 (0%)
Value$230.9K (-$12.0K)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
UNCHANGED
Shares5,749 from 5,749
Change0 (0%)
Value$230.7K (-$12.0K)
Filed 2026-10-22
Nwam LLC
INCREASED
Shares5,715 from 5,045
Change+670 (+13%)
Value$229.3K (+$16.3K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares5,699 from 5,699
Change0 (0%)
Value$228.6K (-$11.9K)
Filed 2026-10-23
Nuveen, LLC
DECREASED
Shares5,488 from 6,026
Change-538 (-9%)
Value$220.3K (-$34.0K)
Filed 2026-11-10
Bay Capital Advisors, LLC
UNCHANGED
Shares5,466 from 5,466
Change0 (0%)
Value$219.3K (-$11.4K)
Filed 2026-10-16
Compass Ion Advisors, LLC
INCREASED
Shares5,288 from 5,223
Change+65 (+1%)
Value$212.2K (-$8.3K)
Filed 2026-10-23
Private Advisory Group LLC
NEW
Shares5,285
Change+5,285
Value$212.0K
Filed 2026-11-06
B&D White Capital Company, LLC
UNCHANGED
Shares5,211 from 5,211
Change0 (0%)
Value$209.1K (-$10.9K)
Filed 2026-11-02
Clark Asset Management, LLC
UNCHANGED
Shares5,207 from 5,207
Change0 (0%)
Value$208.9K (-$10.9K)
Filed 2026-10-19
Signature Equity Partners, LLC
NEW
Shares5,183
Change+5,183
Value$207.9K
Filed 2026-10-29
Eaton-Cambridge Inc.
UNCHANGED
Shares5,102 from 5,102
Change0 (0%)
Value$204.7K (-$10.7K)
Filed 2026-11-10
Birch Financial Group, LLC
DECREASED
Shares5,090 from 5,431
Change-341 (-6%)
Value$204.2K (-$25.0K)
Filed 2026-10-27
Amicus Financial Advisors, LLC
UNCHANGED
Shares5,063 from 5,063
Change0 (0%)
Value$203.1K (-$10.6K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares4,647 from 3,528
Change+1,119 (+32%)
Value$186.4K (+$37.5K)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares4,133 from 212,109
Change-207,976 (-98%)
Value$165.8K (-$8.8M)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares4,041 from 4,041
Change0 (0%)
Value$162.1K (-$8.1K)
Filed 2026-10-29
Smartleaf Asset Management LLC
DECREASED
Shares3,896 from 39,401
Change-35,505 (-90%)
Value$156.4K (-$1.5M)
Filed 2026-11-10
Montgomery Financial Services LLC
UNCHANGED
Shares3,388 from 3,388
Change0 (0%)
Value$135.9K (-$7.1K)
Filed 2026-11-03
Huntington National Bank
DECREASED
Shares3,297 from 13,159
Change-9,862 (-75%)
Value$132.3K (-$423.2K)
Filed 2026-11-10
Align Financial, LLC
NEW
Shares2,934
Change+2,934
Value$117.7K
Filed 2026-10-16
Global Retirement Partners, LLC
INCREASED
Shares2,844 from 2,829
Change+15 (+1%)
Value$114.1K (-$5.3K)
Filed 2026-11-10
UBS Group AG
DECREASED
Shares2,828 from 5,103
Change-2,275 (-45%)
Value$113.5K (-$101.9K)
Filed 2026-11-10
Clayton Financial Group LLC
NEW
Shares2,471
Change+2,471
Value$99.1K
Filed 2026-10-13
Nemes Rush Group LLC
INCREASED
Shares2,372 from 2,345
Change+27 (+1%)
Value$95.2K (-$3.8K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares1,790 from 3,817
Change-2,027 (-53%)
Value$71.8K (-$89.3K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$62.2K (-$3.2K)
Filed 2026-10-20
Advisors Asset Management, Inc.
DECREASED
Shares1,498 from 3,898
Change-2,400 (-62%)
Value$153.1K (-$11.5K)
Filed 2026-11-10
1620 Investment Advisors, Inc.
DECREASED
Shares1,395 from 1,560
Change-165 (-11%)
Value$56.0K (-$9.9K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares1,152
Change+1,152
Value$46.2K
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares843 from 182
Change+661 (+363%)
Value$33.8K (+$26.1K)
Filed 2026-10-28
Golden State Wealth Management, LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$31.5K (-$1.6K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares643 from 801
Change-158 (-20%)
Value$25.8K (-$8.0K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares629
Change+629
Value$25.2K
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$14.3K (-$744)
Filed 2026-10-08
Bogart Wealth, LLC
DECREASED
Shares334 from 721
Change-387 (-54%)
Value$13.4K (-$17.0K)
Filed 2026-11-10
Buck Wealth Strategies, LLC
INCREASED
Shares221 from 219
Change+2 (+1%)
Value$8.9K (-$355)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares169 from 158
Change+11 (+7%)
Value$6.8K (+$111)
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.0K (-$209)
Filed 2026-10-13
Bank of Montreal
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$3.5K (-$183)
Filed 2026-11-09
Cardiff Park Advisors, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$3.1K (-$163)
Filed 2026-11-09
Tradewinds Capital Management, LLC
INCREASED
Shares77 from 76
Change+1 (+1%)
Value$3.1K (-$123)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.5K (-$79)
Filed 2026-11-02
Global Trust Asset Management, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.2K (-$65)
Filed 2026-10-19
Wolfstich Capital, LLC
CLOSED
Shares0 from 333,767
Change-333,767 (-100%)
Value$0 (-$14.1M)
Filed 2026-10-14
Alpha Advisors, LLC
CLOSED
Shares0 from 75,053
Change-75,053 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-19
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 36,593
Change-36,593 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-22
Five Oceans Advisors
CLOSED
Shares0 from 11,814
Change-11,814 (-100%)
Value$0 (-$498.7K)
Filed 2026-10-22
Lutz Financial Services LLC
CLOSED
Shares0 from 10,574
Change-10,574 (-100%)
Value$0 (-$446.3K)
Filed 2026-11-06
Angeles Wealth Management, LLC
CLOSED
Shares0 from 8,342
Change-8,342 (-100%)
Value$0 (-$352.1K)
Filed 2026-10-26
Regions Financial Corp
CLOSED
Shares0 from 8,120
Change-8,120 (-100%)
Value$0 (-$342.7K)
Filed 2026-11-05
21 West Wealth Management LLC
CLOSED
Shares0 from 7,101
Change-7,101 (-100%)
Value$0 (-$299.7K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 5,945
Change-5,945 (-100%)
Value$0 (-$250.9K)
Filed 2026-10-20
Lane Brothers & Co Inc
CLOSED
Shares0 from 5,796
Change-5,796 (-100%)
Value$0 (-$244.6K)
Filed 2026-11-02
OneAscent Financial Services LLC
CLOSED
Shares0 from 5,278
Change-5,278 (-100%)
Value$0 (-$222.8K)
Filed 2026-11-10
Independent Financial Group, LLC
CLOSED
Shares0 from 5,133
Change-5,133 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-13
Blue Trust, Inc.
CLOSED
Shares0 from 2,730
Change-2,730 (-100%)
Value$0 (-$115.2K)
Filed 2026-10-15
CX Institutional
CLOSED
Shares0 from 1,774
Change-1,774 (-100%)
Value$0 (-$75)
Filed 2026-10-02
Synergy Investment Management, LLC
CLOSED
Shares0 from 1,675
Change-1,675 (-100%)
Value$0 (-$70.7K)
Filed 2026-11-10
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 856
Change-856 (-100%)
Value$0 (-$36.1K)
Filed 2026-10-15
Arlington Trust Co LLC
CLOSED
Shares0 from 795
Change-795 (-100%)
Value$0 (-$33.6K)
Filed 2026-10-20
Colonial Trust Co / SC
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-10
Go Invest LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-09
Valued Wealth Advisors LLC
UNCHANGED
Shares0 from 0
Change0
Value$6 ($0)
Filed 2026-11-05
Truepoint, Inc.
N/A
Shares— from 13,477,146
Change-13,477,146 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 12,875,670
Change-12,875,670 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,897,346
Change-3,897,346 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,413,260
Change-3,413,260 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,296,316
Change-3,296,316 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,069,549
Change-2,069,549 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 2,059,749
Change-2,059,749 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,719,977
Change-1,719,977 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,380,920
Change-1,380,920 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,379,508
Change-1,379,508 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,351,950
Change-1,351,950 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,163,243
Change-1,163,243 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,145,551
Change-1,145,551 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,109,928
Change-1,109,928 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,088,752
Change-1,088,752 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 893,243
Change-893,243 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 884,325
Change-884,325 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 873,444
Change-873,444 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 866,442
Change-866,442 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 842,494
Change-842,494 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 824,636
Change-824,636 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 806,725
Change-806,725 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 715,438
Change-715,438 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 681,228
Change-681,228 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 588,020
Change-588,020 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 581,581
Change-581,581 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 579,174
Change-579,174 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 576,998
Change-576,998 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 547,090
Change-547,090 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 541,118
Change-541,118 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 538,163
Change-538,163 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 423,743
Change-423,743 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 416,839
Change-416,839 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 380,842
Change-380,842 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 351,672
Change-351,672 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 349,716
Change-349,716 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 335,331
Change-335,331 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 308,556
Change-308,556 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 302,287
Change-302,287 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 298,145
Change-298,145 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 297,099
Change-297,099 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 296,233
Change-296,233 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 293,641
Change-293,641 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 292,786
Change-292,786 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 272,631
Change-272,631 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 270,750
Change-270,750 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 245,047
Change-245,047 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 241,705
Change-241,705 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 235,345
Change-235,345 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 222,462
Change-222,462 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 220,457
Change-220,457 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 187,042
Change-187,042 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 175,724
Change-175,724 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 171,615
Change-171,615 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 158,837
Change-158,837 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 149,119
Change-149,119 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 144,142
Change-144,142 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 139,188
Change-139,188 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 135,391
Change-135,391 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 134,866
Change-134,866 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 134,631
Change-134,631 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 132,027
Change-132,027 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 131,866
Change-131,866 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 131,809
Change-131,809 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 128,058
Change-128,058 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 106,097
Change-106,097 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 101,925
Change-101,925 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 100,937
Change-100,937 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 100,937
Change-100,937 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 96,525
Change-96,525 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 95,370
Change-95,370 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 92,844
Change-92,844 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 89,249
Change-89,249 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 87,040
Change-87,040 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 79,915
Change-79,915 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 72,624
Change-72,624 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 71,792
Change-71,792 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 71,298
Change-71,298 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 70,764
Change-70,764 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 69,720
Change-69,720 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 68,747
Change-68,747 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 68,267
Change-68,267 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 65,886
Change-65,886 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 63,966
Change-63,966 (-100%)
Value—
Invst, LLC
N/A
Shares— from 58,918
Change-58,918 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 58,136
Change-58,136 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 57,842
Change-57,842 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 46,140
Change-46,140 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 42,426
Change-42,426 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 37,475
Change-37,475 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 35,192
Change-35,192 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 34,952
Change-34,952 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 33,113
Change-33,113 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 32,960
Change-32,960 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 32,335
Change-32,335 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,296
Change-30,296 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 30,095
Change-30,095 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 29,556
Change-29,556 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 27,219
Change-27,219 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 26,264
Change-26,264 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 25,145
Change-25,145 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,847
Change-19,847 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 18,228
Change-18,228 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 16,796
Change-16,796 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 16,038
Change-16,038 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,925
Change-15,925 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 15,520
Change-15,520 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,298
Change-15,298 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 15,126
Change-15,126 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 13,759
Change-13,759 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,638
Change-13,638 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,282
Change-12,282 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 11,881
Change-11,881 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 7,928
Change-7,928 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 7,369
Change-7,369 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 7,185
Change-7,185 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,849
Change-6,849 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 6,731
Change-6,731 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,833
Change-5,833 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,211
Change-5,211 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 808
Change-808 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 435
Change-435 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 253
Change-253 (-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 0
Change0
Value—
Status
Factory Mutual Insurance Co
UNCHANGED10,093,83510,093,83500%$426.1M$405.0M-$21.1M2026-10-30
HB Wealth Management, LLC
INCREASED9,397,248360,320+9,036,928+2508%$15.2M$377.0M+$361.8M2026-10-23
Petersen Hastings Wealth Advisors Inc.
INCREASED5,197,6574,918,874+278,783+6%$207.6M$208.5M+$904.3K2026-10-27
Apella Capital, LLC
INCREASED5,086,3674,667,514+418,853+9%$196.1M$204.4M+$8.3M2026-10-08
True Link Financial Advisors, LLC
INCREASED4,646,3504,435,777+210,573+5%$187.2M$186.4M-$822.6K2026-10-27
Acropolis Investment Management, LLC
INCREASED4,323,3104,065,684+257,626+6%$171.6M$173.5M+$1.8M2026-10-08
Great Waters Wealth Management
INCREASED4,243,0923,833,555+409,537+11%$161.8M$170.2M+$8.4M2026-10-07
Vise Technologies, Inc.
INCREASED3,980,5263,679,427+301,099+8%$155.3M$159.7M+$4.4M2026-10-29
Root Financial Partners, LLC
INCREASED3,955,6033,833,356+122,247+3%$161.8M$158.7M-$3.1M2026-10-21
Elser Financial Planning, Inc
DECREASED3,800,1994,417,313-617,114-14%$186.5M$152.5M-$34.0M2026-10-16
Allworth Financial LP
INCREASED3,600,4762,575,681+1,024,795+40%$108.7M$152.0M+$43.3M2026-11-06
OneDigital Investment Advisors LLC
INCREASED3,539,6723,476,475+63,197+2%$146.7M$142.0M-$4.7M2026-11-10
Savant Capital, LLC
DECREASED3,300,6653,399,250-98,585-3%$143.5M$132.4M-$11.1M2026-11-06
Phillips Financial Management, LLC
INCREASED2,976,8782,598,931+377,947+15%$109.7M$119.4M+$9.7M2026-10-19
DiNuzzo Private Wealth, Inc.
INCREASED2,932,3322,757,601+174,731+6%$116.4M$117.6M+$1.2M2026-10-16
Core Wealth Management, Inc.
DECREASED1,830,3991,884,045-53,646-3%$79.5M$73.4M-$6.1M2026-10-22
HighTower Advisors, LLC
INCREASED1,817,6321,785,768+31,864+2%$75.4M$72.9M-$2.5M2026-11-10
Creative Capital Management Investments LLC
INCREASED1,623,7481,495,183+128,565+9%$63.1M$65.1M+$2.0M2026-10-28
TruNorth Capital Management, LLC
INCREASED1,565,856733,429+832,427+114%$31.0M$62.8M+$31.9M2026-10-14
Graves Light Lenhart Wealth, Inc.
INCREASED1,542,1371,382,349+159,788+12%$58.3M$61.9M+$3.5M2026-10-09
LPL Financial LLC
INCREASED1,538,1841,275,520+262,664+21%$53.8M$61.7M+$7.9M2026-11-06
Strathmore Capital Advisors, Inc.
INCREASED1,347,5441,254,034+93,510+7%$52.2M$55.4M+$3.1M2026-11-09
Parkshore Wealth Management, Inc.
INCREASED1,203,791898,068+305,723+34%$37.9M$48.3M+$10.4M2026-10-13
RW Investment Management LLC
DECREASED1,169,0681,256,426-87,358-7%$53.0M$46.9M-$6.1M2026-11-03
Heffernan Advisory, Inc
INCREASED1,160,8131,148,842+11,971+1%$48.5M$46.6M-$1.9M2026-10-13
Focus Advisor Solutions, LLC
INCREASED1,009,002964,946+44,056+5%$40.7M$40.5M-$249.2K2026-11-10
Commonwealth Equity Services, LLC
DECREASED995,9212,127,154-1,131,233-53%$89.8M$40.0M-$49.8M2026-11-02
Ullmann Wealth Partners Group, LLC
DECREASED949,865950,483-6180%$40.1M$38.1M-$2.0M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED937,240377,423+559,817+148%$15.8M$37.8M+$21.9M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED934,798975,031-40,233-4%$41.2M$37.5M-$3.7M2026-11-02
Tillman Hartley LLC
INCREASED886,444742,314+144,130+19%$31.3M$35.6M+$4.2M2026-11-06
Tencap Wealth Coaching, LLC
INCREASED884,853850,105+34,748+4%$35.9M$35.5M-$383.2K2026-11-10
Regimen Wealth, LLC
INCREASED855,944669,870+186,074+28%$28.3M$34.3M+$6.1M2026-11-09
Opus Capital Group, LLC
INCREASED855,086809,244+45,842+6%$34.2M$34.3M+$148.0K2026-10-30
BCR Wealth Strategies, LLC
INCREASED853,163825,494+27,669+3%$34.8M$34.2M-$615.1K2026-11-06
Coldstream Capital Management Inc
NEW843,964—+843,964——$33.9M—2026-11-09
Davenport & Co LLC
INCREASED839,730728,519+111,211+15%$30.8M$33.7M+$2.9M2026-10-14
Hiley Hunt Wealth Management
INCREASED801,411757,059+44,352+6%$32.0M$32.2M+$197.1K2026-10-08
Leading Edge Financial Planning LLC
INCREASED781,240723,730+57,510+8%$30.5M$31.3M+$794.7K2026-10-23
Ferguson Johnson Wealth Management Inc
INCREASED764,062733,815+30,247+4%$31.0M$30.7M-$319.8K2026-11-05
DecisionPoint Financial, LLC
INCREASED752,970701,524+51,446+7%$29.6M$30.3M+$706.7K2026-10-27
Dynamic Advisor Solutions LLC
INCREASED740,234735,680+4,554+1%$31.1M$29.7M-$1.4M2026-10-13
Market Street Wealth Management Advisors LLC
DECREASED661,0401,592,020-930,980-58%$67.2M$26.5M-$40.7M2026-10-09
Alpha Financial Advisors, LLC
INCREASED658,221624,792+33,429+5%$26.4M$26.4M+$35.4K2026-11-09
Merit Financial Group, LLC
INCREASED621,180106,318+514,862+484%$4.5M$24.9M+$20.4M2026-11-06
Assetmark, Inc
DECREASED591,869597,541-5,672-1%$25.2M$23.7M-$1.5M2026-10-21
Physician Wealth Solutions Inc.
INCREASED587,599542,729+44,870+8%$22.9M$23.6M+$665.9K2026-10-14
Harbour Investments, Inc.
INCREASED583,695516,715+66,980+13%$21.8M$23.4M+$1.6M2026-11-09
Verisail Partners, LLC
INCREASED580,174547,489+32,685+6%$23.1M$23.3M+$167.1K2026-10-19
BCO Wealth Management LLC
INCREASED557,596530,572+27,024+5%$22.4M$22.4M-$24.7K2026-10-14
CFS Investment Advisory Services, LLC
INCREASED553,257544,478+8,779+2%$23.0M$22.2M-$736.1K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED552,575278,140+274,435+99%$11.7M$22.2M+$10.4M2026-10-29
Chicago Partners Investment Group LLC
INCREASED551,699471,187+80,512+17%$19.5M$22.4M+$2.9M2026-10-27
Diversify Wealth Management, LLC
INCREASED548,453547,013+1,440+0%$22.8M$22.3M-$472.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED548,453547,013+1,440+0%$22.8M$22.3M-$472.1K2026-10-20
Babb Wealth Advisors LLC
INCREASED545,380502,526+42,854+9%$21.2M$21.9M+$669.0K2026-10-30
Momentous Wealth Management, Inc.
INCREASED539,179488,859+50,320+10%$20.6M$21.6M+$997.1K2026-10-21
XY Planning Network, Inc.
INCREASED527,673345,812+181,861+53%$14.6M$21.2M+$6.6M2026-10-14
Moller Wealth Partners
INCREASED522,073497,866+24,207+5%$21.0M$20.9M-$69.3K2026-10-15
Aurelius Family Office LLC
INCREASED517,818506,366+11,452+2%$21.4M$20.8M-$598.8K2026-10-23
Pioneer Wealth Management Group
DECREASED513,853663,083-149,230-23%$28.0M$20.6M-$7.4M2026-10-09
Truist Financial Corp
INCREASED508,686455,846+52,840+12%$19.2M$20.4M+$1.2M2026-10-30
Blume Capital Management, Inc.
INCREASED502,385427,481+74,904+18%$18.0M$20.2M+$2.1M2026-10-26
Farther Finance Advisors, LLC
DECREASED497,291537,855-40,564-8%$22.7M$20.0M-$2.8M2026-10-08
Tassel Capital Management, Inc.
DECREASED493,288626,620-133,332-21%$26.4M$19.8M-$6.7M2026-10-20
Guardian Wealth Management, LLC
INCREASED485,400433,642+51,758+12%$18.3M$19.5M+$1.2M2026-10-14
Krilogy Financial LLC
DECREASED483,531646,124-162,593-25%$27.3M$19.5M-$7.8M2026-10-13
Bannerman Wealth Management Group, LLC
INCREASED470,470447,697+22,773+5%$18.9M$18.9M-$22.0K2026-10-09
Revolve Wealth Partners, LLC
INCREASED458,769442,818+15,951+4%$18.7M$18.4M-$285.5K2026-10-23
Integrity Alliance, Llc.
INCREASED450,433341,391+109,042+32%$14.4M$18.1M+$3.7M2026-10-29
Integrity Investment Advisors, LLC
INCREASED444,466440,497+3,969+1%$18.6M$17.8M-$761.4K2026-11-03
Riverchase Wealth Management, LLC
INCREASED439,112408,292+30,820+8%$17.2M$17.6M+$383.2K2026-10-28
Sterling Wealth Management, Inc.
DECREASED428,293623,012-194,719-31%$26.3M$17.2M-$9.1M2026-10-23
Vermillion & White Wealth Management Group, LLC
INCREASED415,733407,548+8,185+2%$17.3M$16.7M-$579.5K2026-11-10
City State Bank
INCREASED411,505392,935+18,570+5%$16.6M$16.5M-$76.2K2026-10-20
Wheels Up Wealth, Inc.
INCREASED402,203388,885+13,318+3%$16.4M$16.1M-$278.5K2026-10-27
BWM Planning, LLC
INCREASED400,249370,444+29,805+8%$15.6M$16.1M+$421.6K2026-11-09
Beacon Harbor Wealth Advisors, Inc.
INCREASED395,874390,392+5,482+1%$16.2M$15.9M-$318.8K2026-11-10
Kings Path Partners LLC
INCREASED394,679344,663+50,016+15%$14.5M$15.8M+$1.3M2026-10-21
Johnson Wealth Management, LLC
INCREASED394,260358,179+36,081+10%$15.1M$15.8M+$699.0K2026-11-09
Rational Advisors, Inc.
INCREASED391,612378,744+12,868+3%$16.0M$15.7M-$275.3K2026-11-02
Client 1ST Advisory Group, LLC
INCREASED376,671360,171+16,500+5%$15.2M$15.1M-$90.8K2026-10-19
Park Avenue Securities LLC
INCREASED376,297348,193+28,104+8%$14.7M$15.1M+$400.0K2026-10-26
AA Financial Advisors, LLC
INCREASED369,584211,291+158,293+75%$8.9M$14.8M+$5.9M2026-10-19
Burk Holdings LLC
INCREASED351,413285,493+65,920+23%$12.1M$14.1M+$2.0M2026-11-05
Mattern Wealth Management LLC
DECREASED346,998348,041-1,0430%$14.7M$13.9M-$769.3K2026-11-04
Financial Symmetry Inc
DECREASED338,979351,212-12,233-3%$14.8M$13.6M-$1.2M2026-10-06
Essential Planning, Llc.
INCREASED338,202303,658+34,544+11%$12.8M$13.6M+$751.3K2026-10-21
One Degree Advisors Inc
INCREASED335,061327,344+7,717+2%$13.8M$13.5M-$323.9K2026-11-06
First Financial Group Corp
INCREASED334,774275,791+58,983+21%$11.6M$13.4M+$1.8M2026-10-22
Kane Co Wealth Management, Inc.
INCREASED333,478321,704+11,774+4%$13.6M$13.4M-$200.0K2026-11-04
SageOak Financial, LLC
INCREASED329,347308,950+20,397+7%$13.0M$13.2M+$172.6K2026-10-19
Foundry Financial LLC
INCREASED324,071271,200+52,871+20%$11.4M$13.0M+$1.6M2026-10-16
DeLarme Wealth Management, Inc.
INCREASED322,081290,189+31,892+11%$12.2M$12.9M+$673.0K2026-10-30
Modera Wealth Management, LLC
DECREASED321,049386,395-65,346-17%$16.3M$12.9M-$3.4M2026-10-28
Yardley Wealth Management LLC
INCREASED317,123287,908+29,215+10%$12.2M$12.7M+$570.4K2026-10-23
Heritage Wealth Management, Inc. s
DECREASED315,137334,600-19,463-6%$14.1M$12.6M-$1.5M2026-11-06
BCU Wealth Advisors, LLC
INCREASED308,184285,657+22,527+8%$12.1M$12.4M+$306.8K2026-10-16
Collective Family Office LLC
INCREASED307,970284,278+23,692+8%$12.0M$12.4M+$356.4K2026-10-05
Legacy Financial Group, Inc.
DECREASED303,564342,537-38,973-11%$14.5M$12.2M-$2.3M2026-10-21
SeedSafe Financial LLC
INCREASED298,396250,299+48,097+19%$10.6M$12.0M+$1.4M2026-11-02
ERn Financial, LLC
INCREASED294,519282,203+12,316+4%$11.9M$11.8M-$95.7K2026-10-28
Coston, McIsaac & Partners
INCREASED287,393269,657+17,736+7%$11.4M$11.5M+$149.2K2026-11-06
Beacon Hill Wealth Management Ltd.
INCREASED286,430246,146+40,284+16%$10.4M$11.5M+$1.1M2026-10-21
SC&H Financial Advisors, Inc.
INCREASED275,940251,315+24,625+10%$10.6M$11.1M+$462.7K2026-10-14
Porter White Investment Advisors, Inc.
INCREASED274,094127,527+146,567+115%$5.4M$11.0M+$5.6M2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED273,908217,073+56,835+26%$9.2M$11.0M+$1.8M2026-10-13
Pasadena Private Wealth, LLC
NEW266,852—+266,852——$10.7M—2026-11-10
SpringVest Wealth Management LLC
INCREASED264,570261,998+2,572+1%$11.1M$10.6M-$444.4K2026-10-27
Triune Financial Partners, LLC
INCREASED258,003195,428+62,575+32%$8.2M$10.4M+$2.1M2026-11-03
Thrivent Financial for Lutherans
NEW256,415—+256,415——$10.3M—2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED256,055243,899+12,156+5%$10.3M$10.3M-$22.0K2026-10-14
Prudent Investor Advisors, LLC
NEW255,810—+255,810——$10.3M—2026-10-22
Concord Wealth Partners
DECREASED251,257281,934-30,677-11%$11.9M$10.1M-$1.8M2026-11-02
United Wealth Management, LLC
INCREASED238,603229,619+8,984+4%$9.7M$9.6M-$119.5K2026-10-30
Ledgewood Wealth Advisors, LLC
DECREASED235,277235,302-250%$9.9M$9.4M-$492.8K2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED234,644206,965+27,679+13%$8.7M$9.4M+$677.9K2026-11-02
LVZ, Inc.
INCREASED227,281190,528+36,753+19%$8.0M$9.1M+$1.1M2026-10-20
Approach Retirement Advisors, LLC
INCREASED226,853214,289+12,564+6%$9.0M$9.1M+$56.2K2026-10-22
Elevation Point Wealth Partners, LLC
NEW214,629—+214,629——$8.6M—2026-11-05
Kestra Investment Management, LLC
INCREASED213,648205,463+8,185+4%$8.7M$8.6M-$101.0K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED208,037192,203+15,834+8%$8.1M$8.3M+$233.6K2026-11-03
RCS Financial Planning, LLC
DECREASED206,597413,979-207,382-50%$17.5M$8.3M-$9.2M2026-10-14
Creative Planning
DECREASED200,563210,072-9,509-5%$8.9M$8.0M-$820.6K2026-11-02
Vested Financial Planning, LLC
INCREASED196,767177,825+18,942+11%$7.5M$7.9M+$388.3K2026-10-28
CLG LLC
INCREASED196,327178,474+17,853+10%$7.5M$7.9M+$343.3K2026-10-13
Parker Financial LLC
INCREASED194,452184,346+10,106+5%$7.8M$7.8M-$13.6K2026-11-05
marrick wealth, LLC
INCREASED194,218189,699+4,519+2%$8.0M$7.8M-$215.1K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED190,143159,564+30,579+19%$6.7M$7.6M+$893.3K2026-10-20
Kestra Advisory Services, LLC
INCREASED189,984145,106+44,878+31%$6.1M$7.6M+$1.5M2026-11-02
Heritage Investment Group, Inc.
DECREASED188,861194,715-5,854-3%$8.2M$7.6M-$641.8K2026-11-03
IFG Advisory, LLC
INCREASED188,754179,554+9,200+5%$7.6M$7.6M-$6.2K2026-11-09
Thayer Financial, L.L.C.
NEW187,185—+187,185——$7.5M—2026-10-21
Herold Advisors, Inc.
DECREASED187,048188,195-1,147-1%$7.9M$7.5M-$433.6K2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED180,801163,979+16,822+10%$6.9M$7.3M+$332.2K2026-10-15
HBK Sorce Advisory LLC
DECREASED176,619979,852-803,233-82%$41.0M$7.3M-$33.7M2026-11-06
Cogent Private Wealth, Inc.
INCREASED176,365128,685+47,680+37%$5.4M$7.1M+$1.6M2026-11-06
CGN Advisors LLC
INCREASED176,274172,063+4,211+2%$7.3M$7.1M-$190.7K2026-10-21
Sutton Place Investors LLC
DECREASED174,557175,236-6790%$7.4M$7.0M-$393.5K2026-10-20
Austin Wealth Management, LLC
INCREASED173,284170,408+2,876+2%$7.2M$7.0M-$175.5K2026-11-06
Citrine Capital LLC
INCREASED171,616164,294+7,322+4%$6.9M$6.9M-$49.6K2026-10-14
Navigoe, LLC
INCREASED170,957157,994+12,963+8%$6.7M$6.9M+$190.0K2026-11-04
Cornerstone Wealth Partners, LLC
INCREASED169,725128,374+41,351+32%$5.4M$6.8M+$1.4M2026-10-28
Mather Group, Llc.
INCREASED168,038155,357+12,681+8%$6.6M$6.7M+$184.1K2026-10-14
Sowell Financial Services LLC
INCREASED165,874151,589+14,285+9%$6.4M$6.7M+$256.3K2026-10-23
3 Factor Indexing, LLC
DECREASED162,616166,912-4,296-3%$7.0M$6.5M-$521.2K2026-10-15
Summit Wealth Group LLC / Co
INCREASED161,538155,950+5,588+4%$6.6M$6.5M-$101.7K2026-10-29
AdvisorNet Financial, Inc
INCREASED159,650148,160+11,490+8%$6.3M$6.4M+$192.8K2026-10-15
Acorn Wealth Advisors, LLC
DECREASED156,585157,839-1,254-1%$6.7M$6.3M-$380.2K2026-10-19
Apollon Wealth Management, LLC
INCREASED155,95792,751+63,206+68%$3.9M$6.3M+$2.3M2026-10-23
Great Valley Advisor Group, Inc.
INCREASED147,569131,154+16,415+13%$5.5M$5.9M+$384.0K2026-11-09
Onyx Financial Advisors, LLC
INCREASED143,209109,828+33,381+30%$4.6M$5.7M+$1.1M2026-10-21
Continuum Wealth Advisors, LLC
NEW142,583—+142,583——$5.7M—2026-10-20
Vermillion Wealth Management, Inc.
DECREASED141,260482,080-340,820-71%$20.3M$5.7M-$14.7M2026-10-26
PFG Advisors
INCREASED140,923133,887+7,036+5%$5.7M$5.7M+$2.4K2026-10-16
Visionary Horizons, LLC
INCREASED140,49018,482+122,008+660%$780.1K$5.6M+$4.9M2026-10-22
SJS Investment Consulting Inc.
DECREASED139,142146,198-7,056-5%$6.2M$5.6M-$588.6K2026-10-26
Arnold Financial Planning LLC
INCREASED137,622135,325+2,297+2%$5.7M$5.5M-$190.7K2026-10-20
AlphaStar Capital Management, LLC
INCREASED135,544130,486+5,058+4%$5.5M$5.4M-$69.8K2026-10-16
Accurate Wealth Management, LLC
INCREASED132,466129,193+3,273+3%$5.4M$5.3M-$74.6K2026-10-20
Entrewealth, LLC
INCREASED131,175121,171+10,004+8%$5.1M$5.3M+$212.3K2026-10-14
FinDec Wealth Services, Inc.
INCREASED130,290126,375+3,915+3%$5.3M$5.2M-$107.0K2026-10-30
Schwarz Dygos Wheeler Investment Advisors LLC
INCREASED130,203126,247+3,956+3%$5.3M$5.2M-$105.1K2026-11-10
Pacific Asset Management, LLC
INCREASED126,949121,303+5,646+5%$5.1M$5.1M-$27.0K2026-10-15
TCP Asset Management, LLC
INCREASED126,42397,298+29,125+30%$4.1M$5.1M+$963.9K2026-10-14
Keyes, Stange & Wooten Wealth Management, LLC
NEW125,820—+125,820——$5.0M—2026-11-03
Foster Group, Inc.
INCREASED124,79273,830+50,962+69%$3.1M$5.0M+$1.9M2026-10-13
Winebrenner Capital Management LLC
DECREASED124,773135,387-10,614-8%$5.7M$5.0M-$708.8K2026-10-07
Live Oak Private Wealth LLC
DECREASED123,649127,037-3,388-3%$5.4M$5.0M-$401.4K2026-11-02
Mission Wealth Management, LP
INCREASED121,891104,535+17,356+17%$4.4M$4.9M+$477.9K2026-10-15
Index Fund Advisors, Inc.
INCREASED121,613107,000+14,613+14%$4.5M$4.9M+$362.6K2026-11-05
DecisionMap Wealth Management, LLC
DECREASED119,150119,240-900%$5.0M$4.8M-$252.8K2026-10-29
E6 Portfolios, LLC
INCREASED118,824112,349+6,475+6%$4.7M$4.8M+$25.0K2026-10-26
DWR Wealth Management, LLC
INCREASED115,52285,562+29,960+35%$3.6M$4.6M+$1.0M2026-10-13
Greenspring Advisors, LLC
INCREASED113,113109,030+4,083+4%$4.6M$4.5M-$64.1K2026-11-05
Donalies Financial Planning, LLC
INCREASED113,041104,950+8,091+8%$4.4M$4.5M+$105.2K2026-10-19
International Private Wealth Advisors LLC
INCREASED112,95697,878+15,078+15%$4.1M$4.5M+$400.3K2026-11-05
Northwest Wealth Management, LLC
DECREASED112,188113,989-1,801-2%$4.8M$4.5M-$310.5K2026-10-30
Forum Financial Management, LP
DECREASED111,036125,872-14,836-12%$5.3M$4.5M-$858.3K2026-10-16
Wealth Advisors Northwest LLC
INCREASED106,116103,408+2,708+3%$4.4M$4.3M-$107.5K2026-10-29
First Premier Bank
DECREASED105,671135,412-29,741-22%$5.7K$4.2M+$4.2M2026-10-13
Family Capital Management, Inc.
INCREASED103,93797,657+6,280+6%$4.1M$4.2M+$47.9K2026-11-03
SAX Wealth Advisors, LLC
DECREASED102,304152,212-49,908-33%$6.4M$4.1M-$2.3M2026-10-13
Simplicity Wealth,LLC
INCREASED102,21486,568+15,646+18%$3.7M$4.1M+$446.8K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED90,96589,796+1,169+1%$3.8M$3.6M-$140.8K2026-10-26
MB Generational Wealth, LLC
INCREASED89,13878,892+10,246+13%$3.3M$3.6M+$246.2K2026-11-09
Canopy Partners, LLC
INCREASED85,87078,586+7,284+9%$3.3M$3.4M+$128.0K2026-10-28
Verus Financial Partners, Inc.
INCREASED78,10534,339+43,766+127%$1.4M$3.1M+$1.7M2026-10-29
Entrust Financial LLC
NEW77,582—+77,582——$3.1M—2026-11-04
Kestra Private Wealth Services, LLC
INCREASED77,16236,488+40,674+111%$1.5M$3.1M+$1.6M2026-11-06
Meredith Wealth Planning
DECREASED77,112376,067-298,955-79%$15.9M$3.1M-$12.8M2026-10-14
HFG Wealth Management, LLC
UNCHANGED75,05075,05000%$3.2M$3.2M$02026-10-16
New Dimensions Wealth Management, LLC
NEW74,551—+74,551——$3.0M—2026-11-02
Wealthcare Advisory Partners LLC
INCREASED74,53270,615+3,917+6%$3.0M$3.0M+$9.6K2026-10-21
Schulz Wealth, Ltd.
DECREASED74,26687,540-13,274-15%$3.7M$3.0M-$715.5K2026-11-03
IFP Advisors, Inc
INCREASED69,12766,860+2,267+3%$2.8M$2.8M-$48.8K2026-10-16
Aegis Wealth Management LLC
INCREASED68,19860,106+8,092+13%$2.5M$2.7M+$199.0K2026-11-10
Citigroup Inc
INCREASED66,52063,895+2,625+4%$2.7M$2.7M-$28.2K2026-11-04
Selective Wealth Management, Inc.
INCREASED65,11247,690+17,422+37%$2.0M$2.6M+$640.9K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED64,31160,130+4,181+7%$2.5M$2.6M+$42.1K2026-11-04
rebel Financial LLC
INCREASED63,97763,111+866+1%$2.7M$2.6M-$97.2K2026-11-04
SwitchPoint Financial Planning, LLC
INCREASED62,63355,955+6,678+12%$2.4M$2.5M+$151.0K2026-11-02
Fiduciary Alliance LLC
INCREASED60,75158,769+1,982+3%$2.5M$2.4M-$43.3K2026-10-13
Hartmann Taylor Wealth Management, LLC
INCREASED60,30257,957+2,345+4%$2.4M$2.4M-$27.6K2026-10-14
Ballast Rock Private Wealth LLC
INCREASED59,35055,519+3,831+7%$2.3M$2.4M+$37.7K2026-10-26
Stewardship Advisors, LLC
INCREASED58,56055,428+3,132+6%$2.3M$2.3M+$9.8K2026-10-20
Outbound Financial Inc
INCREASED58,54158,013+528+1%$2.4M$2.3M-$100.1K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED57,21156,396+815+1%$2.4M$2.3M-$85.2K2026-11-05
Rachor Investment Advisory Services, LLC
INCREASED56,51955,871+648+1%$2.4M$2.3M-$90.8K2026-10-29
Torren Management, LLC
DECREASED54,78791,748-36,961-40%$3.9M$2.2M-$1.7M2026-10-29
Evanson Financial, LLC
INCREASED53,45352,838+615+1%$2.2M$2.1M-$85.8K2026-10-23
LexAurum Advisors, LLC
INCREASED51,27446,928+4,346+9%$2.0M$2.1M+$76.3K2026-10-19
TCI Wealth Advisors, Inc.
NEW50,242—+50,242——$2.0M—2026-10-30
Landaas & Co
INCREASED48,78439,815+8,969+23%$1.7M$2.0M+$276.6K2026-10-29
Choreo, LLC
NEW48,065—+48,065——$1.9M—2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED48,00336,785+11,218+31%$1.6M$1.9M+$373.2K2026-10-09
Next Level Wealth Planning, LLC
INCREASED47,50637,105+10,401+28%$1.6M$1.9M+$339.7K2026-10-29
Magnus Financial Group LLC
NEW45,046—+45,046——$1.8M—2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED44,65644,778-1220%$1.9M$1.8M-$98.5K2026-10-16
Worth Asset Management, LLC
INCREASED44,29335,370+8,923+25%$1.5M$1.8M+$284.1K2026-10-07
USAdvisors Wealth Management, LLC
INCREASED43,82842,895+933+2%$1.8M$1.8M-$52.0K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED43,51325,102+18,411+73%$1.1M$1.7M+$686.2K2026-10-16
Arista Wealth Management, LLC
UNCHANGED43,08843,08800%$1.8M$1.7M-$90.1K2026-10-29
Prospera Financial Services Inc
INCREASED43,03234,900+8,132+23%$1.5M$1.8M+$287.3K2026-11-04
GEM Asset Management, LLC
INCREASED42,29035,667+6,623+19%$1.5M$1.7M+$191.2K2026-10-13
CSP Financial Group, LLC
INCREASED42,27723,219+19,058+82%$980.1K$1.7M+$716.1K2026-10-26
Washington Trust Advisors, Inc.
INCREASED41,56037,688+3,872+10%$1.6M$1.7M+$76.6K2026-10-22
Claro Advisors Inc.
NEW40,033—+40,033——$1.6M—2026-11-02
Abel Hall, LLC
DECREASED39,84848,945-9,097-19%$2.1M$1.6M-$467.2K2026-10-19
WealthSpring Partners, LLC
DECREASED39,60855,285-15,677-28%$2.3M$1.6M-$744.5K2026-10-14
Wealthcare Capital Management LLC
INCREASED38,40825,727+12,681+49%$1.1M$1.5M+$455.0K2026-10-21
Werba Rubin Papier Wealth Management
INCREASED37,70336,322+1,381+4%$1.5M$1.5M-$20.5K2026-11-06
Everhart Financial Group, Inc.
INCREASED36,8099,776+27,033+277%$412.6K$1.5M+$1.1M2026-10-08
Geneos Wealth Management Inc.
INCREASED36,55216,237+20,315+125%$685.4K$1.5M+$781.1K2026-11-09
Cypress Financial Planning LLC
DECREASED36,39336,546-1530%$1.5M$1.5M-$82.5K2026-10-09
Csenge Advisory Group
INCREASED36,07134,194+1,877+5%$1.4M$1.4M+$3.9K2026-11-04
Quantum Financial Advisors, LLC
DECREASED35,26335,847-584-2%$1.5M$1.4M-$98.4K2026-11-03
Samalin Investment Counsel, LLC
INCREASED34,38932,012+2,377+7%$1.4M$1.4M+$28.4K2026-10-23
Shearwater Capital LLC
DECREASED32,92133,988-1,067-3%$1.4M$1.3M-$113.9K2026-10-13
Ariadne Wealth Management, LP
INCREASED32,64819,492+13,156+67%$822.8K$1.3M+$487.1K2026-11-06
Triad Wealth Partners, LLC
INCREASED32,55528,761+3,794+13%$1.2M$1.3M+$110.5K2026-10-26
Riverbend Wealth Management, LLC
INCREASED30,94022,371+8,569+38%$944.3K$1.2M+$297.1K2026-10-15
Andrews, Lucia Wealth Management LLC
INCREASED30,37728,884+1,493+5%$1.2M$1.2M-$4802026-11-02
RED Lighthouse Investment Management, LLC
DECREASED30,01255,000-24,988-45%$2.3M$1.2M-$1.1M2026-11-02
GEN Financial Management, Inc.
NEW26,439—+26,439——$1.1M—2026-10-13
Vestia Personal Wealth Advisors
DECREASED25,49526,133-638-2%$1.1M$1.0M-$81.1K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED25,08020,199+4,881+24%$852.6K$1.0M+$153.6K2026-11-03
RHL Group, LLC
DECREASED24,859175,981-151,122-86%$7.4M$997.3K-$6.4M2026-11-04
Oceanside Advisors LLC
INCREASED24,22823,284+944+4%$982.8K$972.0K-$10.8K2026-11-03
25 LLC
INCREASED24,07320,808+3,265+16%$878.3K$965.8K+$87.5K2026-10-13
Ares Financial Consulting, LLC
UNCHANGED23,79123,79100%$1.0M$954.5K-$49.7K2026-10-19
Uptick Partners, LLC
DECREASED23,73738,933-15,196-39%$1.6M$952.3K-$691.0K2026-11-04
LifeSteps Financial, Inc.
DECREASED22,30224,731-2,429-10%$1.0M$894.8K-$149.1K2026-10-15
Hoxton Planning & Management, LLC
DECREASED21,64225,307-3,665-14%$1.1M$868.3K-$199.9K2026-10-15
Master's Wealth Management Inc.
DECREASED21,55325,114-3,561-14%$1.1M$864.7K-$195.4K2026-10-22
JFS Wealth Advisors, LLC
INCREASED21,53221,513+19+0%$908.1K$863.9K-$44.2K2026-11-03
Forteris Wealth Management Inc.
INCREASED21,19018,270+2,920+16%$771.2K$850.1K+$79.0K2026-10-13
Factor Wealth Management LTD
DECREASED19,41232,847-13,435-41%$1.4M$778.8K-$607.7K2026-10-08
TAGStone Capital, Inc.
INCREASED18,98618,886+100+1%$797.2K$761.7K-$35.5K2026-11-09
Hippocratic Financial Advisors, LLC
DECREASED18,94719,640-693-4%$829.0K$760.1K-$68.9K2026-10-13
Two West Capital Advisors LLC
INCREASED18,78418,706+78+0%$783.8K$754.2K-$29.6K2026-10-15
AWM Capital, LLC
INCREASED18,64018,426+214+1%$777.8K$747.9K-$29.9K2026-10-16
Builder Investment Group Inc
INCREASED18,40917,615+794+5%$743.5K$738.6K-$5.0K2026-10-22
ProCore Advisors, LLC
DECREASED17,85652,013-34,157-66%$2.2M$716.4K-$1.5M2026-10-14
SEI Investments Co
INCREASED17,36616,327+1,039+6%$689.2K$696.7K+$7.6K2026-11-10
Legacy Capital Wealth Partners, LLC
INCREASED17,32815,739+1,589+10%$664.3K$695.2K+$30.9K2026-10-21
Firethorn Wealth Partners, LLC
DECREASED17,20717,800-593-3%$751.3K$690.4K-$61.0K2026-10-14
Silver OAK Securities, Incorporated
INCREASED17,18115,732+1,449+9%$664.0K$706.0K+$41.9K2026-11-09
Parkside Financial Bank & Trust
DECREASED16,67216,687-150%$704.4K$668.9K-$35.5K2026-10-27
Certified Advisory Corp
NEW13,812—+13,812——$554.1K—2026-10-29
Avise Financial Cooperative, Inc.
DECREASED13,49014,011-521-4%$591.4K$541.2K-$50.2K2026-11-09
Aspire Private Capital, LLC
INCREASED13,31210,950+2,362+22%$462.2K$534.1K+$71.9K2026-11-05
Facet Wealth, Inc.
INCREASED13,2266,049+7,177+119%$255.3K$530.6K+$275.3K2026-11-04
Elevate Wealth Advisory, Inc
DECREASED13,06714,688-1,621-11%$620.0K$524.2K-$95.7K2026-10-29
StoneX Group Inc.
NEW12,904—+12,904——$534.3K—2026-11-03
Plan Group Financial, LLC
DECREASED12,82820,336-7,508-37%$858.4K$518.4K-$340.0K2026-10-22
Plancorp, LLC
INCREASED12,65212,457+195+2%$520.8K$517.6K-$3.2K2026-11-03
Allstreet Capital Advisors LLC
INCREASED12,45211,841+611+5%$499.8K$499.6K-$2682026-11-04
MGO One Seven LLC
UNCHANGED12,15612,15600%$513.1K$487.7K-$25.4K2026-10-28
Allodium Investment Consultants, LLC
INCREASED12,12711,692+435+4%$493.5K$486.5K-$7.0K2026-10-14
Canvas Wealth Advisors, LLC
DECREASED12,00315,289-3,286-21%$645.3K$489.5K-$155.9K2026-11-02
Spinnaker Investment Group, LLC
DECREASED11,21815,492-4,274-28%$653.9K$450.1K-$203.8K2026-10-13
Indivisible Partners
NEW11,017—+11,017——$442.0K—2026-10-26
Aspen Wealth Management LLC
DECREASED11,00318,972-7,969-42%$800.8K$441.4K-$359.4K2026-10-14
Beacon Financial Strategies Corp
INCREASED10,3978,784+1,613+18%$370.8K$417.1K+$46.4K2026-10-14
Balance Wealth Partners LLC
DECREASED10,35510,716-361-3%$452.3K$415.4K-$36.9K2026-10-27
Old Peak Finance LLC
DECREASED10,22610,345-119-1%$436.7K$410.3K-$26.4K2026-11-02
Gemmer Asset Management LLC
DECREASED10,10611,581-1,475-13%$488.8K$405.5K-$83.4K2026-10-16
Bright Financial Advisors, Inc.
INCREASED10,0039,989+14+0%$421.6K$401.3K-$20.3K2026-10-23
MSH Capital Advisors LLC
DECREASED9,99411,424-1,430-13%$482.2K$401.0K-$81.2K2026-11-03
Golden Bell Financial Planning LLC
UNCHANGED9,9189,91800%$418.6K$397.9K-$20.7K2026-11-02
Clear Creek Financial Management, LLC
INCREASED9,7638,548+1,215+14%$360.8K$391.7K+$30.9K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED9,7616,762+2,999+44%$285.4K$391.6K+$106.2K2026-10-14
LAM Group, Inc.
DECREASED9,70510,550-845-8%$445.3K$389.4K-$56.0K2026-10-26
StrongBox Wealth, LLC
DECREASED9,4989,503-50%$401.1K$381.1K-$20.1K2026-11-02
Grand Wealth Management, LLC
NEW9,210—+9,210——$369.5K—2026-11-09
Demming Financial Services Corp
INCREASED9,0218,937+84+1%$377.2K$361.9K-$15.3K2026-11-09
Forthright Family Wealth Advisory LLC
DECREASED8,9859,021-360%$380.8K$360.5K-$20.3K2026-11-03
Jacobi Capital Management LLC
DECREASED8,9359,865-930-9%$416.4K$358.5K-$57.9K2026-11-05
Potentia Wealth
INCREASED8,8728,865+7+0%$374.2K$355.9K-$18.3K2026-11-09
Venture Visionary Partners LLC
INCREASED8,4717,548+923+12%$318.6K$339.9K+$21.3K2026-10-07
Navigate Wealth Management, LLC
UNCHANGED8,3298,32900%$350.0K$335.4K-$14.6K2026-10-14
SeaCrest Wealth Management, LLC
NEW8,282—+8,282——$332.3K—2026-10-21
Fiduciary Financial Group, LLC
DECREASED8,2038,303-100-1%$350.5K$329.1K-$21.4K2026-10-13
D.A. Davidson & Co.
DECREASED8,20212,721-4,519-36%$537.0K$329.1K-$207.9K2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED8,08510,425-2,340-22%$440.0K$324.4K-$115.7K2026-10-14
Mills Wealth Advisors LLC
DECREASED8,07311,057-2,984-27%$466.7K$323.9K-$142.8K2026-10-22
Diversified Portfolios, Inc.
DECREASED7,45390,915-83,462-92%$3.8M$299.0K-$3.5M2026-11-04
Victory Financial Group, LLC
DECREASED7,2497,263-140%$306.6K$290.8K-$15.7K2026-10-27
Matisse Capital
UNCHANGED7,2007,20000%$303.9K$288.9K-$15.0K2026-10-29
Stirlingshire Investments, Inc.
DECREASED7,1267,219-93-1%$304.7K$285.9K-$18.8K2026-11-05
Beacon Financial Advisory LLC
DECREASED7,1108,861-1,751-20%$374.0K$285.2K-$88.8K2026-10-16
Burton Enright Welch
INCREASED7,0336,217+816+13%$262.4K$282.2K+$19.7K2026-11-04
Apollon Financial, LLC
NEW6,690—+6,690——$268.4K—2026-10-23
Rise Advisors, LLC
INCREASED6,6046,528+76+1%$275.6K$265.0K-$10.6K2026-10-16
Generations Wealth, LLC
INCREASED6,5845,364+1,220+23%$226.4K$264.2K+$37.7K2026-11-09
Investmark Advisory Group LLC
NEW6,260—+6,260——$251.2K—2026-10-27
Winnacle Wealth LLC
DECREASED5,8709,928-4,058-41%$419.1K$235.5K-$183.6K2026-10-15
New Capital Management LP
UNCHANGED5,7545,75400%$242.9K$230.9K-$12.0K2026-10-29
Reyes Financial Architecture, Inc.
UNCHANGED5,7495,74900%$242.7K$230.7K-$12.0K2026-10-22
Nwam LLC
INCREASED5,7155,045+670+13%$213.0K$229.3K+$16.3K2026-11-09
Kingswood Wealth Advisors, LLC
UNCHANGED5,6995,69900%$240.6K$228.6K-$11.9K2026-10-23
Nuveen, LLC
DECREASED5,4886,026-538-9%$254.4K$220.3K-$34.0K2026-11-10
Bay Capital Advisors, LLC
UNCHANGED5,4665,46600%$230.7K$219.3K-$11.4K2026-10-16
Compass Ion Advisors, LLC
INCREASED5,2885,223+65+1%$220.5K$212.2K-$8.3K2026-10-23
Private Advisory Group LLC
NEW5,285—+5,285——$212.0K—2026-11-06
B&D White Capital Company, LLC
UNCHANGED5,2115,21100%$220.0K$209.1K-$10.9K2026-11-02
Clark Asset Management, LLC
UNCHANGED5,2075,20700%$219.8K$208.9K-$10.9K2026-10-19
Signature Equity Partners, LLC
NEW5,183—+5,183——$207.9K—2026-10-29
Eaton-Cambridge Inc.
UNCHANGED5,1025,10200%$215.4K$204.7K-$10.7K2026-11-10
Birch Financial Group, LLC
DECREASED5,0905,431-341-6%$229.2K$204.2K-$25.0K2026-10-27
Amicus Financial Advisors, LLC
UNCHANGED5,0635,06300%$213.7K$203.1K-$10.6K2026-11-03
Rossby Financial, LCC
INCREASED4,6473,528+1,119+32%$148.9K$186.4K+$37.5K2026-11-05
Creative Financial Designs Inc
DECREASED4,133212,109-207,976-98%$9.0M$165.8K-$8.8M2026-11-04
Salomon & Ludwin, LLC
UNCHANGED4,0414,04100%$170.2K$162.1K-$8.1K2026-10-29
Smartleaf Asset Management LLC
DECREASED3,89639,401-35,505-90%$1.7M$156.4K-$1.5M2026-11-10
Montgomery Financial Services LLC
UNCHANGED3,3883,38800%$143.0K$135.9K-$7.1K2026-11-03
Huntington National Bank
DECREASED3,29713,159-9,862-75%$555.4K$132.3K-$423.2K2026-11-10
Align Financial, LLC
NEW2,934—+2,934——$117.7K—2026-10-16
Global Retirement Partners, LLC
INCREASED2,8442,829+15+1%$119.4K$114.1K-$5.3K2026-11-10
UBS Group AG
DECREASED2,8285,103-2,275-45%$215.4K$113.5K-$101.9K2026-11-10
Clayton Financial Group LLC
NEW2,471—+2,471——$99.1K—2026-10-13
Nemes Rush Group LLC
INCREASED2,3722,345+27+1%$99.0K$95.2K-$3.8K2026-11-04
Fifth Third Bancorp
DECREASED1,7903,817-2,027-53%$161.1K$71.8K-$89.3K2026-11-05
Private Trust Co NA
UNCHANGED1,5501,55000%$65.4K$62.2K-$3.2K2026-10-20
Advisors Asset Management, Inc.
DECREASED1,4983,898-2,400-62%$164.5K$153.1K-$11.5K2026-11-10
1620 Investment Advisors, Inc.
DECREASED1,3951,560-165-11%$65.8K$56.0K-$9.9K2026-11-04
Nova Financial LLC
NEW1,152—+1,152——$46.2K—2026-11-04
Evolution Wealth Management Inc.
INCREASED843182+661+363%$7.7K$33.8K+$26.1K2026-10-28
Golden State Wealth Management, LLC
UNCHANGED78578500%$33.1K$31.5K-$1.6K2026-11-02
PNC Financial Services Group, Inc.
DECREASED643801-158-20%$33.8K$25.8K-$8.0K2026-11-06
Ascentis Independent Advisors
NEW629—+629——$25.2K—2026-11-03
CoreCap Advisors, LLC
UNCHANGED35635600%$15.0K$14.3K-$7442026-10-08
Bogart Wealth, LLC
DECREASED334721-387-54%$30.4K$13.4K-$17.0K2026-11-10
Buck Wealth Strategies, LLC
INCREASED221219+2+1%$9.2K$8.9K-$3552026-10-28
Silver Grove Financial Group, Inc.
INCREASED169158+11+7%$6.7K$6.8K+$1112026-11-05
Cape Investment Advisory, Inc.
UNCHANGED10010000%$4.2K$4.0K-$2092026-10-13
Bank of Montreal
UNCHANGED888800%$3.7K$3.5K-$1832026-11-09
Cardiff Park Advisors, LLC
UNCHANGED787800%$3.3K$3.1K-$1632026-11-09
Tradewinds Capital Management, LLC
INCREASED7776+1+1%$3.2K$3.1K-$1232026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED383800%$1.6K$1.5K-$792026-11-02
Global Trust Asset Management, LLC
UNCHANGED313100%$1.3K$1.2K-$652026-10-19
Wolfstich Capital, LLC
CLOSED0333,767-333,767-100%$14.1M$0-$14.1M2026-10-14
Alpha Advisors, LLC
CLOSED075,053-75,053-100%$3.2M$0-$3.2M2026-10-19
Arcadia Wealth Management, LLC
CLOSED036,593-36,593-100%$1.5M$0-$1.5M2026-10-22
Five Oceans Advisors
CLOSED011,814-11,814-100%$498.7K$0-$498.7K2026-10-22
Lutz Financial Services LLC
CLOSED010,574-10,574-100%$446.3K$0-$446.3K2026-11-06
Angeles Wealth Management, LLC
CLOSED08,342-8,342-100%$352.1K$0-$352.1K2026-10-26
Regions Financial Corp
CLOSED08,120-8,120-100%$342.7K$0-$342.7K2026-11-05
21 West Wealth Management LLC
CLOSED07,101-7,101-100%$299.7K$0-$299.7K2026-10-13
Tcfg Investment Advisors, LLC
CLOSED05,945-5,945-100%$250.9K$0-$250.9K2026-10-20
Lane Brothers & Co Inc
CLOSED05,796-5,796-100%$244.6K$0-$244.6K2026-11-02
OneAscent Financial Services LLC
CLOSED05,278-5,278-100%$222.8K$0-$222.8K2026-11-10
Independent Financial Group, LLC
CLOSED05,133-5,133-100%$216.7K$0-$216.7K2026-10-13
Blue Trust, Inc.
CLOSED02,730-2,730-100%$115.2K$0-$115.2K2026-10-15
CX Institutional
CLOSED01,774-1,774-100%$75$0-$752026-10-02
Synergy Investment Management, LLC
CLOSED01,675-1,675-100%$70.7K$0-$70.7K2026-11-10
Moisand Fitzgerald Tamayo, LLC
CLOSED0856-856-100%$36.1K$0-$36.1K2026-10-15
Arlington Trust Co LLC
CLOSED0795-795-100%$33.6K$0-$33.6K2026-10-20
Colonial Trust Co / SC
CLOSED0378-378-100%$16.0K$0-$16.0K2026-11-10
Go Invest LLC
CLOSED053-53-100%$2.2K$0-$2.2K2026-10-09
Valued Wealth Advisors LLC
UNCHANGED000—$6$6$02026-11-05
Truepoint, Inc.
N/A—13,477,146-13,477,146-100%$568.9M———
Prudential Financial Inc
N/A—12,875,670-12,875,670-100%$543.5M———
Beacon Pointe Advisors, LLC
N/A—3,897,346-3,897,346-100%$164.5M———
F/m Investments LLC
N/A—3,413,260-3,413,260-100%$144.1M———
Beaird Harris Wealth Management, LLC
N/A—3,296,316-3,296,316-100%$139.1M———
Stratos Investment Management, LLC
N/A—2,069,549-2,069,549-100%$87.4M———
WPWealth LLP
N/A—2,059,749-2,059,749-100%$86.9M———
Rather & Kittrell, Inc.
N/A—1,719,977-1,719,977-100%$72.6M———
GeoWealth Management, LLC
N/A—1,380,920-1,380,920-100%$58.3M———
Pathstone Holdings, LLC
N/A—1,379,508-1,379,508-100%$58.2M———
Betterment LLC
N/A—1,351,950-1,351,950-100%$57.1M———
Envestnet Asset Management Inc
N/A—1,163,243-1,163,243-100%$49.1M———
Raymond James Financial Inc
N/A—1,145,551-1,145,551-100%$48.4M———
Citadel Advisors LLC
N/A—1,109,928-1,109,928-100%$46.9M———
Pure Financial Advisors, LLC
N/A—1,088,752-1,088,752-100%$46.0M———
Great OAK Capital Partners, LLC
N/A—893,243-893,243-100%$37.3M———
Annandale Capital, LLC
N/A—884,325-884,325-100%$37.3M———
Bluespring Wealth Management, LLC
N/A—873,444-873,444-100%$36.9M———
Royal Bank of Canada
N/A—866,442-866,442-100%$36.6M———
Meeder Advisory Services, Inc.
N/A—842,494-842,494-100%$35.6M———
Aspen Capital Management, LLC
N/A—824,636-824,636-100%$34.8M———
HFM Investment Advisors, LLC
N/A—806,725-806,725-100%$34.1M———
Susquehanna International Group, LLP
N/A—715,438-715,438-100%$30.2M———
Liberty Wealth Management LLC
N/A—681,228-681,228-100%$28.8M———
Cetera Investment Advisers
N/A—588,020-588,020-100%$24.8M———
Arax Advisory Partners
N/A—581,581-581,581-100%$24.5M———
Note Advisors, LLC
N/A—579,174-579,174-100%$24.4M———
Financial Plan, Inc.
N/A—576,998-576,998-100%$24.4M———
JPMorgan Chase & Co
N/A—547,090-547,090-100%$23.2M———
Osaic Holdings, Inc.
N/A—541,118-541,118-100%$22.8M———
AE Wealth Management LLC
N/A—538,163-538,163-100%$22.7M———
Bank of America Corp
N/A—423,743-423,743-100%$17.9M———
Dravo BAY LLC
N/A—416,839-416,839-100%$17.6M———
Sequoia Financial Advisors, LLC
N/A—380,842-380,842-100%$16.1M———
EP Wealth Advisors, LLC
N/A—351,672-351,672-100%$14.8M———
IMA Advisory Services, Inc.
N/A—349,716-349,716-100%$14.8M———
Vestmark Advisory Solutions, Inc.
N/A—335,331-335,331-100%$14.2M———
Daner Wealth Management, LLC
N/A—308,556-308,556-100%$12.9M———
Parkwoods Wealth Partners, LLC
N/A—302,287-302,287-100%$12.8M———
Orion Porfolio Solutions, LLC
N/A—298,145-298,145-100%$12.6M———
Integrated Wealth Concepts LLC
N/A—297,099-297,099-100%$12.5M———
Sterling Wealth Advisors Inc
N/A—296,233-296,233-100%$12.5M———
Savvy Advisors, Inc.
N/A—293,641-293,641-100%$12.4M———
Graver Capital Management, LLC
N/A—292,786-292,786-100%$12.4M———
Optimus Capital Advisors, LLC
N/A—272,631-272,631-100%$11.5M———
Fiduciary Financial Advisors
N/A—270,750-270,750-100%$11.4M———
ArborFi Advisors, LLC
N/A—245,047-245,047-100%$10.3M———
Keating Financial Advisory Services, Inc.
N/A—241,705-241,705-100%$10.2M———
Mariner, LLC
N/A—235,345-235,345-100%$9.9M———
Berger Financial Group, Inc
N/A—222,462-222,462-100%$9.4M———
Focus Partners Wealth
N/A—220,457-220,457-100%$9.3M———
Stratos Wealth Partners, Ltd.
N/A—187,042-187,042-100%$7.9M———
AssuredPartners Investment Advisors, LLC
N/A—175,724-175,724-100%$7.4M———
Wealthspire Advisors, LLC
N/A—171,615-171,615-100%$7.2M———
SageView Advisory Group, LLC
N/A—158,837-158,837-100%$6.7M———
Advisory Services Network, LLC
N/A—149,119-149,119-100%$6.3M———
Wealthspan Partners, LLC
N/A—144,142-144,142-100%$6.1M———
DiPaolo Financial Group, Inc.
N/A—139,188-139,188-100%$5.9M———
Applied Capital LLC
N/A—135,391-135,391-100%$5.7M———
Vantage Point Financial LLC
N/A—134,866-134,866-100%$5.7M———
Arcadia Wealth Management, Inc.
N/A—134,631-134,631-100%$5.7M———
TRU Independence Asset Management 2, LLC
N/A—132,027-132,027-100%$5.6M———
Aptus Capital Advisors, LLC
N/A—131,866-131,866-100%$5.6M———
Guardian Wealth Advisors, LLC / NC
N/A—131,809-131,809-100%$5.6M———
Strategic Investment Solutions, Inc.
N/A—128,058-128,058-100%$5.4M———
Summit Financial, LLC
N/A—106,097-106,097-100%$4.5M———
Ruedi Wealth Management, Inc.
N/A—101,925-101,925-100%$4.3M———
49 Wealth Management, LLC
N/A—100,937-100,937-100%$4.3M———
Alongside, LLC
N/A—100,937-100,937-100%$4.3M———
Safeguard Investment Advisory Group, LLC
N/A—96,525-96,525-100%$4.1M———
Mercer Global Advisors Inc
N/A—95,370-95,370-100%$4.0M———
Stifel Financial Corp
N/A—92,844-92,844-100%$3.9M———
Mitchell Mcleod Pugh & Williams Inc
N/A—89,249-89,249-100%$3.8M———
UBS Asset Management Americas LLC
N/A—87,040-87,040-100%$3.7M———
Professional Financial Solutions LLC
N/A—79,915-79,915-100%$3.4M———
Northwestern Mutual Wealth Management Co
N/A—72,624-72,624-100%$3.1M———
Equitable Holdings, Inc.
N/A—71,792-71,792-100%$3.0M———
Arkadios Wealth Advisors
N/A—71,298-71,298-100%$3.0M———
Foundations Investment Advisors, LLC
N/A—70,764-70,764-100%$3.0M———
Cerity Partners LLC
N/A—69,720-69,720-100%$2.9M———
Jones Financial Companies Lllp
N/A—68,747-68,747-100%$2.9M———
Curio Wealth, LLC
N/A—68,267-68,267-100%$2.9M———
Private Advisor Group, LLC
N/A—65,886-65,886-100%$2.8M———
NewEdge Advisors, LLC
N/A—63,966-63,966-100%$2.7M———
Invst, LLC
N/A—58,918-58,918-100%$2.5M———
Ancora Advisors LLCA
N/A—58,136-58,136-100%$2.5M———
HTG Investment Advisors, Inc.
N/A—57,842-57,842-100%$2.4M———
Morris Financial Concepts, Inc.
N/A—46,140-46,140-100%$1.9M———
Cloud Capital Management, LLC
N/A—42,426-42,426-100%$1.8M———
Pinney & Scofield, Inc.
N/A—37,475-37,475-100%$1.6M———
KEB Asset Management, LLC
N/A—35,192-35,192-100%$1.5M———
Envestnet Portfolio Solutions, Inc.
N/A—34,952-34,952-100%$1.5M———
CIBC Bancorp USA Inc.
N/A—33,113-33,113-100%$1.4M———
Axis Wealth Partners, LLC
N/A—32,960-32,960-100%$1.4M———
Innovative Asset Advisors Group, LLC
N/A—32,335-32,335-100%$1.4M———
IHT Wealth Management, LLC
N/A—30,296-30,296-100%$1.3M———
LaSalle St. Investment Advisors, LLC
N/A—30,095-30,095-100%$1.3M———
Van Hulzen Asset Management, LLC
N/A—29,556-29,556-100%$1.2M———
Investment Advisory Group, LLC
N/A—27,219-27,219-100%$1.1M———
World Investment Advisors
N/A—26,264-26,264-100%$1.1M———
Hill Investment Group Partners, LLC
N/A—25,145-25,145-100%$1.1M———
CreativeOne Wealth, LLC
N/A—19,847-19,847-100%$837.7K———
Forum Private Client Group LLC
N/A—18,228-18,228-100%$769.4K———
Geometric Wealth Advisors
N/A—16,796-16,796-100%$709.0K———
Ponta Wealth Partners, LLC
N/A—16,038-16,038-100%$677.0K———
MML Investors Services, LLC
N/A—15,925-15,925-100%$672.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—15,520-15,520-100%$655.1K———
Cary Street Partners Financial LLC
N/A—15,298-15,298-100%$645.7K———
Qube Research & Technologies Ltd
N/A—15,126-15,126-100%$638.5K———
Composition Wealth, LLC
N/A—13,759-13,759-100%$580.8K———
Mutual Advisors, LLC
N/A—13,638-13,638-100%$575.7K———
Natixis Advisors, LLC
N/A—12,282-12,282-100%$518.0K———
National Bank of Canada
N/A—11,881-11,881-100%$502.7K———
Cary Street Partners Investment Advisory LLC
N/A—11,587-11,587-100%$489.1K———
Hancock Whitney Corp
N/A—11,003-11,003-100%$464.4K———
Keel Point, LLC
N/A—8,706-8,706-100%$367.5K———
Advyzon Investment Management, LLC
N/A—8,592-8,592-100%$362.7K———
American Investment Services, Inc.
N/A—7,928-7,928-100%$334.6K———
Brookwood Investment Group LLC
N/A—7,600-7,600-100%$320.8K———
Vigil Wealth Management, LLC
N/A—7,369-7,369-100%$311.0K———
Gambit Capital Management, LLC
N/A—7,185-7,185-100%$303.3K———
Pettyjohn, Wood & White, Inc
N/A—7,108-7,108-100%$300.0K———
Plotkin Financial Advisors, LLC
N/A—6,963-6,963-100%$293.9K———
Waverly Advisors, LLC
N/A—6,849-6,849-100%$289.1K———
Dopkins Wealth Management, LLC
N/A—6,731-6,731-100%$284.1K———
C M Bidwell & Associates LTD
N/A—6,117-6,117-100%$258.2K———
Planning Center, Inc.
N/A—5,854-5,854-100%$247.1K———
CVA Family Office, LLC
N/A—5,852-5,852-100%$247.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,833-5,833-100%$246.2K———
Inspire Advisors, LLC
N/A—5,596-5,596-100%$236.2K———
Forefront Wealth Partners, LLC
N/A—5,473-5,473-100%$231.0K———
Keystone Financial Services
N/A—5,460-5,460-100%$230.5K———
Prosperity Bancshares Inc
N/A—5,402-5,402-100%$228.0K———
Kingsview Wealth Management, LLC
N/A—5,211-5,211-100%$220.0K———
AQR Capital Management LLC
N/A—4,885-4,885-100%$206.2K———
Caerus Investment Advisors, LLC
N/A—4,885-4,885-100%$206.2K———
Millstone Evans Group, LLC
N/A—4,881-4,881-100%$206.0K———
Steward Partners Investment Advisory, LLC
N/A—4,000-4,000-100%$168.8K———
Centaurus Financial, Inc.
N/A—3,160-3,160-100%$133.0K———
Topsail Wealth Management, LLC
N/A—2,808-2,808-100%$118.5K———
Wells Fargo & Company
N/A—2,545-2,545-100%$107.4K———
Fort Vancouver Investment Management, LLC
N/A—2,502-2,502-100%$105.6K———
Federation des caisses Desjardins du Quebec
N/A—1,700-1,700-100%$71.7K———
Tradewinds, Llc.
N/A—1,561-1,561-100%$3.6M———
Morgan Stanley
N/A—1,514-1,514-100%$63.9K———
Medallion Wealth Advisors, LLC
N/A—1,431-1,431-100%$60.4K———
Howe & Rusling Inc
N/A—1,406-1,406-100%$59.3K———
Ameriflex Group, Inc.
N/A—1,098-1,098-100%$46.3K———
Mpwm Advisory Solutions, LLC
N/A—1,070-1,070-100%$45.2K———
Rialto Wealth Management, LLC
N/A—970-970-100%$40.9K———
BlackRock, Inc.
N/A—808-808-100%$34.1K———
Swan Capital LLC
N/A—743-743-100%$31.4K———
Kilter Group LLC
N/A—658-658-100%$27.8K———
Vanguard Advisers Inc
N/A—435-435-100%$18.4K———
Operose Advisors LLC
N/A—379-379-100%$16.0K———
Orion Capital Management LLC
N/A—253-253-100%$10.7K———
Rockefeller Capital Management L.P.
N/A—253-253-100%$10.7K———
ST Germain D J Co Inc
N/A—1-1-100%$44———
Strategic Wealth Partners, Ltd.
N/A—00—$0———
Showing 541 of 541 institutions