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Avantis US Small Cap Value (AVUV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares22,849,870 from 21,603,359
Change+1,246,511 (+6%)
Value$2.7B (-$4.2M)
Filed 2026-11-02
Plancorp, LLC
INCREASED
Shares1,640,362 from 1,545,016
Change+95,346 (+6%)
Value$202.5M (+$10.9M)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
INCREASED
Shares1,462,447 from 1,388,724
Change+73,723 (+5%)
Value$172.2M (-$1.0M)
Filed 2026-10-30
Unison Advisors LLC
INCREASED
Shares1,346,317 from 1,335,841
Change+10,476 (+1%)
Value$158.6M (-$8.1M)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,269,601 from 1,119,113
Change+150,488 (+13%)
Value$149.5M (+$9.9M)
Filed 2026-11-04
Wealth Management Nebraska
INCREASED
Shares1,162,492 from 1,133,259
Change+29,233 (+3%)
Value$136.9M (-$4.5M)
Filed 2026-10-26
Evensky & Katz LLC
DECREASED
Shares1,136,871 from 1,160,062
Change-23,191 (-2%)
Value$133.9M (-$10.8M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares926,828 from 889,271
Change+37,557 (+4%)
Value$109.2M (-$1.8M)
Filed 2026-11-02
RW Investment Management LLC
DECREASED
Shares898,387 from 902,611
Change-4,224 (0%)
Value$105.8M (-$6.8M)
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares852,501 from 864,456
Change-11,955 (-1%)
Value$100.4M (-$7.5M)
Filed 2026-11-03
Foster Group, Inc.
DECREASED
Shares681,878 from 685,757
Change-3,879 (-1%)
Value$80.3M (-$5.3M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares679,855 from 629,767
Change+50,088 (+8%)
Value$80.1M (+$1.5M)
Filed 2026-10-08
Symmetry Partners, LLC
DECREASED
Shares647,333 from 667,861
Change-20,528 (-3%)
Value$76.2M (-$7.1M)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares639,896 from 631,595
Change+8,301 (+1%)
Value$75.4M (-$3.4M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares621,231 from 466,900
Change+154,331 (+33%)
Value$74.6M (+$16.8M)
Filed 2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares616,955 from 597,318
Change+19,637 (+3%)
Value$72.7M (-$1.9M)
Filed 2026-10-27
PDS Planning, Inc
DECREASED
Shares614,643 from 614,951
Change-308 (0%)
Value$72.4M (-$4.3M)
Filed 2026-11-03
Avior Wealth Management, LLC
INCREASED
Shares609,568 from 590,250
Change+19,318 (+3%)
Value$71.8M (-$1.9M)
Filed 2026-10-13
Cornerstone Wealth Partners, LLC
INCREASED
Shares592,139 from 508,262
Change+83,877 (+17%)
Value$69.7M (+$6.3M)
Filed 2026-10-28
Meredith Wealth Planning
DECREASED
Shares587,106 from 588,447
Change-1,341 (0%)
Value$69.1M (-$4.3M)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares584,456 from 573,763
Change+10,693 (+2%)
Value$70.1M (-$1.5M)
Filed 2026-10-13
Burton Enright Welch
INCREASED
Shares509,754 from 507,991
Change+1,763 (+0%)
Value$60.0M (-$3.3M)
Filed 2026-11-04
Quarry Hill Advisors, LLC
INCREASED
Shares476,356 from 445,593
Change+30,763 (+7%)
Value$56.1M (+$508.2K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares465,908 from 444,573
Change+21,335 (+5%)
Value$54.9M (-$594.9K)
Filed 2026-10-27
Marquette Asset Management, LLC
INCREASED
Shares456,549 from 454,633
Change+1,916 (+0%)
Value$53.8M (-$3.0M)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares441,792 from 408,340
Change+33,452 (+8%)
Value$52.0M (+$1.1M)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares432,018 from 384,161
Change+47,857 (+12%)
Value$50.9M (+$3.0M)
Filed 2026-10-23
Parcion Private Wealth LLC
DECREASED
Shares421,518 from 434,292
Change-12,774 (-3%)
Value$49.6M (-$4.5M)
Filed 2026-10-28
Means Investment Co., Inc.
INCREASED
Shares410,754 from 385,249
Change+25,505 (+7%)
Value$48.4M (+$310.9K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares408,673 from 436,592
Change-27,919 (-6%)
Value$48.1M (-$6.3M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares406,252 from 348,224
Change+58,028 (+17%)
Value$47.8M (+$4.4M)
Filed 2026-11-02
Financial Partners Group, Inc
DECREASED
Shares390,571 from 390,844
Change-273 (0%)
Value$46.0M (-$2.8M)
Filed 2026-10-19
AlphaCore Capital LLC
DECREASED
Shares389,849 from 397,677
Change-7,828 (-2%)
Value$45.9M (-$3.7M)
Filed 2026-11-04
Three Arch Wealth Management LLC
INCREASED
Shares377,130 from 365,012
Change+12,118 (+3%)
Value$44.4M (-$1.1M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares369,928 from 258,481
Change+111,447 (+43%)
Value$43.6M (+$11.3M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares366,176 from 320,844
Change+45,332 (+14%)
Value$43.1M (+$3.1M)
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares362,015 from 363,036
Change-1,021 (0%)
Value$42.6M (-$2.7M)
Filed 2026-10-23
First Citizens Bank & Trust Co
DECREASED
Shares351,955 from 429,436
Change-77,481 (-18%)
Value$41.4M (-$12.1M)
Filed 2026-10-14
Glenview Trust Co
INCREASED
Shares343,706 from 337,905
Change+5,801 (+2%)
Value$40.5M (-$1.7M)
Filed 2026-10-28
McMill Wealth Management
NEW
Shares332,822
Change+332,822
Value$39.2M
Filed 2026-11-05
Northwest Financial Advisors
INCREASED
Shares332,642 from 328,848
Change+3,794 (+1%)
Value$39.2M (-$1.9M)
Filed 2026-10-27
RED Lighthouse Investment Management, LLC
DECREASED
Shares332,589 from 338,462
Change-5,873 (-2%)
Value$39.2M (-$3.1M)
Filed 2026-11-02
Enzi Wealth
INCREASED
Shares330,967 from 325,220
Change+5,747 (+2%)
Value$39.9M (-$435.3K)
Filed 2026-10-14
Bare Financial Services, Inc
INCREASED
Shares316,313 from 315,023
Change+1,290 (+0%)
Value$37.3M (-$2.1M)
Filed 2026-11-04
Kondo Wealth Advisors, Inc.
DECREASED
Shares308,790 from 311,684
Change-2,894 (-1%)
Value$36.4M (-$2.5M)
Filed 2026-10-19
Orrstown Financial Services Inc
DECREASED
Shares308,058 from 325,361
Change-17,303 (-5%)
Value$36.3M (-$4.3M)
Filed 2026-10-14
High Probability Advisors, LLC
INCREASED
Shares305,991 from 295,565
Change+10,426 (+4%)
Value$36.0M (-$838.1K)
Filed 2026-10-19
3Edge Asset Management, LP
DECREASED
Shares301,458 from 410,057
Change-108,599 (-26%)
Value$35.5M (-$15.7M)
Filed 2026-10-30
Creative Capital Management Investments LLC
DECREASED
Shares298,206 from 302,746
Change-4,540 (-1%)
Value$35.1M (-$2.7M)
Filed 2026-10-28
Fonville Wealth Management LLC
INCREASED
Shares289,514 from 277,486
Change+12,028 (+4%)
Value$34.1M (-$523.1K)
Filed 2026-10-28
WMG Financial Advisors, LLC
UNCHANGED
Shares288,366 from 288,366
Change0 (0%)
Value$36.0M ($0)
Filed 2026-10-28
Define Financial, LLC
INCREASED
Shares284,145 from 263,037
Change+21,108 (+8%)
Value$33.5M (+$647.3K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares284,040 from 287,416
Change-3,376 (-1%)
Value$33.5M (-$2.4M)
Filed 2026-10-30
Sherrill & Hutchins Financial Advisory, Inc
DECREASED
Shares282,028 from 288,668
Change-6,640 (-2%)
Value$33.2M (-$2.8M)
Filed 2026-10-14
Financial Management Network Inc
DECREASED
Shares278,154 from 282,850
Change-4,696 (-2%)
Value$33.4M (-$2.1M)
Filed 2026-10-09
Valued Wealth Advisors LLC
DECREASED
Shares276,102 from 284,951
Change-8,849 (-3%)
Value$32.5M (-$3.0M)
Filed 2026-11-05
Porter White Investment Advisors, Inc.
INCREASED
Shares269,834 from 124,935
Change+144,899 (+116%)
Value$31.8M (+$16.2M)
Filed 2026-10-14
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares269,297 from 264,812
Change+4,485 (+2%)
Value$31.7M (-$1.3M)
Filed 2026-11-02
Meritas Wealth Management, LLC
INCREASED
Shares263,984 from 246,111
Change+17,873 (+7%)
Value$31.1M (+$384.7K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares262,165 from 232,700
Change+29,465 (+13%)
Value$32.0M (+$3.0M)
Filed 2026-10-27
Eagle Wealth Strategies LLC
DECREASED
Shares252,884 from 259,185
Change-6,301 (-2%)
Value$29.8M (-$2.6M)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares252,459 from 220,331
Change+32,128 (+15%)
Value$29.7M (+$2.2M)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
INCREASED
Shares250,971 from 246,862
Change+4,109 (+2%)
Value$29.6M (-$1.2M)
Filed 2026-10-23
Acorn Financial Advisory Services Inc
INCREASED
Shares250,295 from 239,298
Change+10,997 (+5%)
Value$29.5M (-$377.5K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares248,790 from 224,090
Change+24,700 (+11%)
Value$29.3M (+$1.3M)
Filed 2026-10-26
Regatta Capital Group, LLC
INCREASED
Shares238,025 from 231,102
Change+6,923 (+3%)
Value$28.0M (-$800.1K)
Filed 2026-10-23
Great Point Wealth Advisors, LLC
INCREASED
Shares234,150 from 225,585
Change+8,565 (+4%)
Value$27.6M (-$568.1K)
Filed 2026-10-15
Retirement Financial Solutions, LLC
INCREASED
Shares232,810 from 223,968
Change+8,842 (+4%)
Value$27.4M (-$524.3K)
Filed 2026-10-20
New England Capital Financial Advisors LLC
DECREASED
Shares232,781 from 233,551
Change-770 (0%)
Value$27.4M (-$1.7M)
Filed 2026-11-03
Wealth Architects, LLC
INCREASED
Shares232,432 from 220,640
Change+11,792 (+5%)
Value$27.4M (-$153.5K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares223,348 from 140,354
Change+82,994 (+59%)
Value$26.4M (+$8.9M)
Filed 2026-10-22
Tarbox Family Office, Inc.
DECREASED
Shares222,284 from 222,938
Change-654 (0%)
Value$26.2M (-$1.6M)
Filed 2026-10-23
Northwest Wealth Management, LLC
INCREASED
Shares221,023 from 212,515
Change+8,508 (+4%)
Value$26.0M (-$483.4K)
Filed 2026-10-30
Harbor Group, Inc.
DECREASED
Shares219,720 from 224,510
Change-4,790 (-2%)
Value$25.9M (-$2.1M)
Filed 2026-10-14
Parkshore Wealth Management, Inc.
INCREASED
Shares217,613 from 199,235
Change+18,378 (+9%)
Value$25.6M (+$771.8K)
Filed 2026-10-13
Lifelong Wealth Advisors, Inc.
DECREASED
Shares216,786 from 218,595
Change-1,809 (-1%)
Value$25.5M (-$1.7M)
Filed 2026-10-19
Peirce Capital Management, LLC
DECREASED
Shares213,165 from 216,611
Change-3,446 (-2%)
Value$25.1M (-$1.9M)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares204,413 from 196,475
Change+7,938 (+4%)
Value$24.1M (-$438.4K)
Filed 2026-10-15
Highland Financial Advisors, LLC
INCREASED
Shares199,678 from 199,471
Change+207 (+0%)
Value$23.5M (-$1.4M)
Filed 2026-10-19
B&D White Capital Company, LLC
INCREASED
Shares198,734 from 194,744
Change+3,990 (+2%)
Value$23.4M (-$891.4K)
Filed 2026-11-02
Flagstone Financial Management
INCREASED
Shares198,190 from 195,332
Change+2,858 (+1%)
Value$23.3M (-$1.0M)
Filed 2026-11-05
First Merchants Corp
INCREASED
Shares197,939 from 197,882
Change+57 (+0%)
Value$23.3M (-$1.4M)
Filed 2026-10-15
Reap Financial Group, LLC
INCREASED
Shares194,689 from 184,218
Change+10,471 (+6%)
Value$22.9M (-$54.5K)
Filed 2026-11-02
HMV Wealth Advisors, LLC
DECREASED
Shares194,530 from 197,200
Change-2,670 (-1%)
Value$22.9M (-$1.7M)
Filed 2026-10-27
Certified Advisory Corp
INCREASED
Shares184,997 from 181,759
Change+3,238 (+2%)
Value$21.8M (-$889.2K)
Filed 2026-10-29
BCM Advisors, LLC
INCREASED
Shares184,461 from 6,772
Change+177,689 (+2624%)
Value$22.8M (+$21.9M)
Filed 2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares183,602 from 180,780
Change+2,822 (+2%)
Value$21.6M (-$931.4K)
Filed 2026-10-16
Bfsg, LLC
INCREASED
Shares182,331 from 182,054
Change+277 (+0%)
Value$21.5M (-$1.2M)
Filed 2026-10-30
Ocean Park Asset Management, LLC
INCREASED
Shares180,991 from 151,814
Change+29,177 (+19%)
Value$21.3M (+$2.4M)
Filed 2026-10-21
Quantum Financial Advisors, LLC
INCREASED
Shares178,794 from 164,378
Change+14,416 (+9%)
Value$21.1M (+$548.7K)
Filed 2026-11-03
Able Financial Group, LLC
INCREASED
Shares176,915 from 168,024
Change+8,891 (+5%)
Value$20.8M (-$127.4K)
Filed 2026-10-14
Cowa, LLC
DECREASED
Shares176,786 from 214,066
Change-37,280 (-17%)
Value$20.8M (-$5.9M)
Filed 2026-10-30
Wheelhouse Advisory Group LLC
INCREASED
Shares173,208 from 162,813
Change+10,395 (+6%)
Value$20.4M (+$86.2K)
Filed 2026-10-20
Acumen Wealth Advisors, LLC
INCREASED
Shares171,077 from 161,159
Change+9,918 (+6%)
Value$20.1M (+$41.5K)
Filed 2026-11-05
Stolz & Associates, PS
DECREASED
Shares166,547 from 167,343
Change-796 (0%)
Value$19.6M (-$1.3M)
Filed 2026-11-05
BetterWealth, LLC
INCREASED
Shares165,890 from 163,569
Change+2,321 (+1%)
Value$19.5M (-$870.1K)
Filed 2026-10-15
Mraz, Amerine & Associates, Inc.
DECREASED
Shares164,708 from 165,191
Change-483 (0%)
Value$19.4M (-$1.2M)
Filed 2026-10-30
WJ Interests, LLC
INCREASED
Shares164,701 from 159,324
Change+5,377 (+3%)
Value$19.4M (-$480.4K)
Filed 2026-10-14
Avondale Wealth Management
INCREASED
Shares164,212 from 163,647
Change+565 (+0%)
Value$19.3M (-$1.1M)
Filed 2026-10-15
Opus Capital Group, LLC
INCREASED
Shares160,518 from 158,662
Change+1,856 (+1%)
Value$18.9M (-$891.0K)
Filed 2026-10-30
Capital Advisors Wealth Management, LLC
INCREASED
Shares159,619 from 141,618
Change+18,001 (+13%)
Value$18.8M (+$1.1M)
Filed 2026-10-09
Aire Advisors, LLC
INCREASED
Shares158,456 from 154,747
Change+3,709 (+2%)
Value$18.7M (-$644.9K)
Filed 2026-10-22
Arlington Financial Advisors, LLC
INCREASED
Shares158,332 from 155,141
Change+3,191 (+2%)
Value$18.6M (-$708.6K)
Filed 2026-10-19
Wallington Asset Management, LLC
INCREASED
Shares154,886 from 154,671
Change+215 (+0%)
Value$18.2M (-$1.1M)
Filed 2026-11-04
Elser Financial Planning, Inc
NEW
Shares153,572
Change+153,572
Value$18.1M
Filed 2026-10-16
Invariant Investment Management
INCREASED
Shares153,334 from 150,096
Change+3,238 (+2%)
Value$18.4M (-$180.1K)
Filed 2026-10-08
Family Investment Center, Inc.
INCREASED
Shares150,859 from 135,283
Change+15,576 (+12%)
Value$17.8M (+$888.7K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares149,088 from 142,111
Change+6,977 (+5%)
Value$17.6M (-$171.7K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
INCREASED
Shares145,800 from 141,712
Change+4,088 (+3%)
Value$17.2M (-$509.1K)
Filed 2026-11-03
SFG Wealth Management, Llc.
DECREASED
Shares145,109 from 154,039
Change-8,930 (-6%)
Value$17.1M (-$2.1M)
Filed 2026-10-23
Compass Ion Advisors, LLC
INCREASED
Shares145,006 from 144,508
Change+498 (+0%)
Value$17.1M (-$951.5K)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares144,599 from 143,881
Change+718 (+1%)
Value$17.4M (-$631.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares144,599 from 143,881
Change+718 (+1%)
Value$17.4M (-$631.5K)
Filed 2026-10-20
Bucket List Wealth Management, LLC
INCREASED
Shares143,394 from 140,354
Change+3,040 (+2%)
Value$16.9M (-$623.1K)
Filed 2026-10-22
Prism Advisors, Inc.
NEW
Shares143,316
Change+143,316
Value$17.2M
Filed 2026-10-09
Sage Rhino Capital LLC
INCREASED
Shares142,493 from 142,143
Change+350 (+0%)
Value$16.8M (-$952.3K)
Filed 2026-10-28
Apeiron RIA LLC
INCREASED
Shares140,180 from 137,168
Change+3,012 (+2%)
Value$16.7M (-$417.6K)
Filed 2026-10-08
ARQ Wealth Advisors, LLC
INCREASED
Shares136,717 from 135,602
Change+1,115 (+1%)
Value$16.1M (-$973.9K)
Filed 2026-10-29
Willow Creek Wealth Management Inc.
DECREASED
Shares134,832 from 145,613
Change-10,781 (-7%)
Value$15.9M (-$2.3M)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares134,249 from 117,977
Change+16,272 (+14%)
Value$15.8M (+$1.1M)
Filed 2026-11-05
Revolve Wealth Partners, LLC
INCREASED
Shares132,781 from 130,028
Change+2,753 (+2%)
Value$15.6M (-$584.7K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares132,023 from 125,315
Change+6,708 (+5%)
Value$15.5M (-$85.9K)
Filed 2026-11-04
MFA Wealth Advisors, LLC
DECREASED
Shares131,467 from 133,052
Change-1,585 (-1%)
Value$15.5M (-$1.1M)
Filed 2026-10-07
Compound Planning, Inc.
INCREASED
Shares130,061 from 128,848
Change+1,213 (+1%)
Value$15.3M (-$757.8K)
Filed 2026-11-05
Collective Family Office LLC
INCREASED
Shares129,664 from 129,219
Change+445 (+0%)
Value$15.3M (-$850.9K)
Filed 2026-10-05
Trilogy Capital Inc.
INCREASED
Shares129,343 from 125,203
Change+4,140 (+3%)
Value$15.2M (-$387.6K)
Filed 2026-10-20
Nottingham Advisors, Inc.
DECREASED
Shares129,203 from 130,560
Change-1,357 (-1%)
Value$15.4M (-$877.6K)
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED
Shares126,384 from 120,915
Change+5,469 (+5%)
Value$14.9M (-$201.1K)
Filed 2026-11-04
Insight Wealth Strategies, LLC
DECREASED
Shares126,132 from 126,289
Change-157 (0%)
Value$14.9M (-$849.4K)
Filed 2026-10-09
Midwest Financial Group LLC
INCREASED
Shares125,880 from 122,270
Change+3,610 (+3%)
Value$14.8M (-$429.5K)
Filed 2026-10-15
Burk Holdings LLC
INCREASED
Shares124,638 from 117,087
Change+7,551 (+6%)
Value$14.7M (+$70.9K)
Filed 2026-11-05
Wespac Advisors SoCal, LLC
INCREASED
Shares124,533 from 121,018
Change+3,515 (+3%)
Value$14.7M (-$431.9K)
Filed 2026-10-13
Planned Solutions, Inc.
INCREASED
Shares122,945 from 78,054
Change+44,891 (+58%)
Value$14.5M (+$4.7M)
Filed 2026-10-19
Greater Midwest Financial Group, LLC
INCREASED
Shares122,560 from 120,736
Change+1,824 (+2%)
Value$14.4M (-$629.1K)
Filed 2026-10-13
Proathlete Wealth Management LLC
INCREASED
Shares122,539 from 112,496
Change+10,043 (+9%)
Value$14.4M (+$395.6K)
Filed 2026-10-15
Correct Capital Wealth Management
DECREASED
Shares122,371 from 209,010
Change-86,639 (-41%)
Value$14.4M (-$11.7M)
Filed 2026-11-02
O'Connor Financial Group LLC
INCREASED
Shares122,141 from 121,866
Change+275 (+0%)
Value$14.4M (-$819.5K)
Filed 2026-10-26
Fortress Financial Group, LLC
INCREASED
Shares121,579 from 113,902
Change+7,677 (+7%)
Value$14.3M (+$108.0K)
Filed 2026-10-21
Financial Futures Ltd Liability Co.
INCREASED
Shares121,470 from 118,369
Change+3,101 (+3%)
Value$14.3M (-$462.2K)
Filed 2026-10-13
Advisor OS, LLC
INCREASED
Shares119,704 from 119,280
Change+424 (+0%)
Value$14.1M (-$783.8K)
Filed 2026-11-03
Private Wealth Management Group, LLC
INCREASED
Shares118,915 from 114,158
Change+4,757 (+4%)
Value$14.0M (-$237.7K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares118,149 from 118,182
Change-33 (0%)
Value$13.9M (-$830.0K)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares117,901 from 145,141
Change-27,240 (-19%)
Value$14.0M (-$3.8M)
Filed 2026-10-08
Ullmann Wealth Partners Group, LLC
INCREASED
Shares113,775 from 113,317
Change+458 (+0%)
Value$13.4M (-$738.1K)
Filed 2026-11-02
Voisard Asset Management Group, Inc.
INCREASED
Shares113,601 from 113,368
Change+233 (+0%)
Value$13.4M (-$765.0K)
Filed 2026-10-13
Family Wealth Partners, LLC
INCREASED
Shares113,571 from 109,213
Change+4,358 (+4%)
Value$13.4M (-$250.2K)
Filed 2026-10-20
Visionary Horizons, LLC
INCREASED
Shares111,685 from 110,092
Change+1,593 (+1%)
Value$13.2M (-$582.0K)
Filed 2026-10-22
Alliance Wealth Advisors, LLC
INCREASED
Shares111,578 from 109,482
Change+2,096 (+2%)
Value$13.1M (-$518.4K)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares111,161 from 107,612
Change+3,549 (+3%)
Value$13.1M (-$334.2K)
Filed 2026-11-04
Venture Visionary Partners LLC
DECREASED
Shares110,722 from 111,243
Change-521 (0%)
Value$13.0M (-$838.9K)
Filed 2026-10-07
Waterfront Wealth Inc.
DECREASED
Shares109,369 from 111,127
Change-1,758 (-2%)
Value$13.2M (-$528.6K)
Filed 2026-11-03
True Wealth Design, LLC
INCREASED
Shares109,008 from 106,378
Change+2,630 (+2%)
Value$12.8M (-$433.8K)
Filed 2026-10-13
KPP Advisory Services LLC
INCREASED
Shares108,089 from 82,540
Change+25,549 (+31%)
Value$12.7M (+$2.4M)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares104,145 from 99,752
Change+4,393 (+4%)
Value$12.3M (-$179.9K)
Filed 2026-11-05
Shotwell Rutter Baer Inc
DECREASED
Shares102,546 from 103,556
Change-1,010 (-1%)
Value$12.1M (-$842.8K)
Filed 2026-10-14
Intelligence Driven Advisers, LLC
INCREASED
Shares101,145 from 100,750
Change+395 (+0%)
Value$11.9M (-$657.8K)
Filed 2026-10-09
Daymark Wealth Partners, LLC
INCREASED
Shares101,110 from 93,982
Change+7,128 (+8%)
Value$11.9M (+$182.6K)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares98,800 from 96,086
Change+2,714 (+3%)
Value$11.9M (-$41.0K)
Filed 2026-10-09
Nvest Wealth Strategies, Inc.
DECREASED
Shares98,278 from 100,202
Change-1,924 (-2%)
Value$11.6M (-$927.1K)
Filed 2026-10-14
Austin Asset Management Co Inc
INCREASED
Shares96,600 from 96,183
Change+417 (+0%)
Value$11.4M (-$623.1K)
Filed 2026-10-29
SkyOak Wealth, LLC
INCREASED
Shares92,804 from 89,676
Change+3,128 (+3%)
Value$10.9M (-$258.4K)
Filed 2026-10-28
Physician Wealth Solutions Inc.
DECREASED
Shares92,547 from 96,685
Change-4,138 (-4%)
Value$10.9M (-$1.2M)
Filed 2026-10-14
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares91,388 from 90,060
Change+1,328 (+1%)
Value$10.8M (-$473.1K)
Filed 2026-10-22
Choreo, LLC
NEW
Shares91,373
Change+91,373
Value$10.8M
Filed 2026-10-28
Quadcap Wealth Management, LLC
INCREASED
Shares91,038 from 70,785
Change+20,253 (+29%)
Value$10.7M (+$1.9M)
Filed 2026-11-02
Bayshore Asset Management, LLC
INCREASED
Shares90,200 from 87,799
Change+2,401 (+3%)
Value$10.8M (-$135.2K)
Filed 2026-11-03
Towneley Capital Management, Inc / de
INCREASED
Shares89,711 from 89,555
Change+156 (+0%)
Value$10.6M (-$607.5K)
Filed 2026-10-09
USAdvisors Wealth Management, LLC
DECREASED
Shares88,730 from 89,810
Change-1,080 (-1%)
Value$10.4M (-$755.0K)
Filed 2026-10-21
Prosperity Planning, Inc.
INCREASED
Shares88,253 from 83,175
Change+5,078 (+6%)
Value$10.4M (+$16.7K)
Filed 2026-10-09
Kestra Investment Management, LLC
INCREASED
Shares88,058 from 85,683
Change+2,375 (+3%)
Value$10.4M (-$319.1K)
Filed 2026-11-04
Ferguson Johnson Wealth Management Inc
DECREASED
Shares87,068 from 88,162
Change-1,094 (-1%)
Value$10.3M (-$745.1K)
Filed 2026-11-05
Concord Wealth Partners
DECREASED
Shares86,806 from 90,194
Change-3,388 (-4%)
Value$10.2M (-$1.0M)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares86,252 from 52,882
Change+33,370 (+63%)
Value$10.2M (+$3.6M)
Filed 2026-10-22
Concord Asset Management, LLC
DECREASED
Shares84,790 from 86,904
Change-2,114 (-2%)
Value$10.0M (-$856.5K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares83,718 from 84,859
Change-1,141 (-1%)
Value$9.9M (-$727.5K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares82,904 from 76,915
Change+5,989 (+8%)
Value$9.8M (+$162.7K)
Filed 2026-10-23
Islay Capital Management, LLC
INCREASED
Shares82,887 from 81,666
Change+1,221 (+2%)
Value$9.8M (-$427.0K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares82,704 from 81,680
Change+1,024 (+1%)
Value$9.7M (-$450.4K)
Filed 2026-11-03
JP Wealth Management, Inc.
DECREASED
Shares82,062 from 82,122
Change-60 (0%)
Value$9.7M (-$581.1K)
Filed 2026-10-07
Wilkerson Advisory Group LLC
INCREASED
Shares81,754 from 78,571
Change+3,183 (+4%)
Value$9.6M (-$174.4K)
Filed 2026-10-20
Elevate Wealth Advisory, Inc
INCREASED
Shares81,729 from 74,255
Change+7,474 (+10%)
Value$9.6M (+$361.1K)
Filed 2026-10-29
Trace Wealth Advisors, LLC
DECREASED
Shares81,339 from 82,839
Change-1,500 (-2%)
Value$9.6M (-$755.7K)
Filed 2026-10-30
Liberty Capital Management, Inc.
INCREASED
Shares81,022 from 79,918
Change+1,104 (+1%)
Value$9.5M (-$428.6K)
Filed 2026-11-02
Saxon Interests, Inc.
DECREASED
Shares80,884 from 91,806
Change-10,922 (-12%)
Value$9.5M (-$1.9M)
Filed 2026-10-26
Greenspring Advisors, LLC
INCREASED
Shares79,108 from 78,388
Change+720 (+1%)
Value$9.3M (-$463.1K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares78,096 from 77,369
Change+727 (+1%)
Value$9.2M (-$455.2K)
Filed 2026-10-22
Global Strategic Investment Solutions, LLC
INCREASED
Shares77,976 from 76,699
Change+1,277 (+2%)
Value$9.2M (-$385.7K)
Filed 2026-10-16
Intergy Private Wealth, LLC
INCREASED
Shares77,363 from 74,913
Change+2,450 (+3%)
Value$9.1M (-$235.2K)
Filed 2026-10-16
Yardley Wealth Management LLC
INCREASED
Shares75,555 from 73,057
Change+2,498 (+3%)
Value$8.9M (-$216.5K)
Filed 2026-10-23
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares75,021 from 77,482
Change-2,461 (-3%)
Value$8.8M (-$831.4K)
Filed 2026-10-26
Sylvest Advisors, LLC
INCREASED
Shares74,658 from 50,151
Change+24,507 (+49%)
Value$8.8M (+$2.5M)
Filed 2026-10-26
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares74,600 from 69,876
Change+4,724 (+7%)
Value$8.8M (+$67.8K)
Filed 2026-10-26
Diversified Portfolios, Inc.
INCREASED
Shares74,079 from 72,592
Change+1,487 (+2%)
Value$8.7M (-$332.3K)
Filed 2026-11-04
Greenup Street Wealth Management LLC
INCREASED
Shares72,584 from 46,582
Change+26,002 (+56%)
Value$8.5M (+$2.7M)
Filed 2026-10-28
Fidelity D & D Bancorp Inc
INCREASED
Shares72,457 from 68,542
Change+3,915 (+6%)
Value$8.5M (-$18.0K)
Filed 2026-11-05
DWM Financial Group, Inc.
DECREASED
Shares71,477 from 84,081
Change-12,604 (-15%)
Value$8.4M (-$156.7K)
Filed 2026-10-28
Torren Management, LLC
DECREASED
Shares70,251 from 70,658
Change-407 (-1%)
Value$8.3M (-$541.8K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares69,912 from 56,660
Change+13,252 (+23%)
Value$8.2M (+$1.2M)
Filed 2026-10-30
Echo Wealth Management, LLC
INCREASED
Shares69,825 from 68,858
Change+967 (+1%)
Value$8.2M (-$367.5K)
Filed 2026-10-15
Midwest Heritage Bank, FSB
DECREASED
Shares68,424 from 70,755
Change-2,331 (-3%)
Value$8.1M (-$769.1K)
Filed 2026-10-26
Pearl Planning LLC
INCREASED
Shares67,672 from 66,705
Change+967 (+1%)
Value$8.0M (-$352.3K)
Filed 2026-10-13
Frontier Asset Management, LLC
DECREASED
Shares67,513 from 67,948
Change-435 (-1%)
Value$8.0M (-$526.2K)
Filed 2026-10-28
Golden Bell Financial Planning LLC
DECREASED
Shares67,424 from 68,260
Change-836 (-1%)
Value$7.9M (-$575.6K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
DECREASED
Shares66,527 from 66,873
Change-346 (-1%)
Value$7.8M (-$508.1K)
Filed 2026-11-02
White Pine Investment Co
INCREASED
Shares66,346 from 66,063
Change+283 (+0%)
Value$7.8M (-$428.0K)
Filed 2026-10-15
Clarus Group, Inc.
INCREASED
Shares65,452 from 27,192
Change+38,260 (+141%)
Value$7.7M (+$4.3M)
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
INCREASED
Shares65,414 from 61,542
Change+3,872 (+6%)
Value$7.7M (+$25.8K)
Filed 2026-10-20
Vise Technologies, Inc.
NEW
Shares64,555
Change+64,555
Value$7.6M
Filed 2026-10-29
EnRich Financial Partners LLC
INCREASED
Shares64,273 from 61,876
Change+2,397 (+4%)
Value$7.6M (-$150.3K)
Filed 2026-10-21
Bull Oak Capital, LLC
INCREASED
Shares63,691 from 62,014
Change+1,677 (+3%)
Value$7.5M (-$235.9K)
Filed 2026-10-23
Wright Wealth LLC
INCREASED
Shares62,483 from 59,505
Change+2,978 (+5%)
Value$7.4M (-$65.2K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares61,945 from 62,845
Change-900 (-1%)
Value$7.3M (-$545.2K)
Filed 2026-10-21
ERn Financial, LLC
DECREASED
Shares61,062 from 61,310
Change-248 (0%)
Value$7.2M (-$457.8K)
Filed 2026-10-28
Navigoe, LLC
INCREASED
Shares60,859 from 60,499
Change+360 (+1%)
Value$7.2M (-$380.0K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares60,408 from 55,490
Change+4,918 (+9%)
Value$7.1M (+$191.3K)
Filed 2026-10-26
First National Bank Sioux Falls
DECREASED
Shares59,899 from 76,999
Change-17,100 (-22%)
Value$7.1M (-$1.9M)
Filed 2026-10-13
Sensenig Capital Advisors, Inc
INCREASED
Shares59,731 from 57,324
Change+2,407 (+4%)
Value$7.0M (-$117.3K)
Filed 2026-10-23
LexAurum Advisors, LLC
INCREASED
Shares59,362 from 50,017
Change+9,345 (+19%)
Value$7.0M (+$750.9K)
Filed 2026-10-19
Platt Wealth Management LLC
DECREASED
Shares59,147 from 59,705
Change-558 (-1%)
Value$7.0M (-$483.0K)
Filed 2026-11-04
Accredited Investor Services, LLC
INCREASED
Shares58,939 from 57,154
Change+1,785 (+3%)
Value$6.9M (-$189.3K)
Filed 2026-10-22
Davidson Kahn Capital Management, LLC
INCREASED
Shares58,880 from 40,780
Change+18,100 (+44%)
Value$6.9M (+$1.8M)
Filed 2026-10-26
Freestate Advisors LLC
DECREASED
Shares58,702 from 62,615
Change-3,913 (-6%)
Value$6.9M (-$898.5K)
Filed 2026-10-09
Northland Capital Management LLC
INCREASED
Shares58,638 from 57,266
Change+1,372 (+2%)
Value$6.9M (-$238.7K)
Filed 2026-10-15
Cooper Financial Group
INCREASED
Shares58,534 from 56,664
Change+1,870 (+3%)
Value$6.9M (-$175.8K)
Filed 2026-10-07
Kooman & Associates
INCREASED
Shares58,239 from 56,122
Change+2,117 (+4%)
Value$6.9M (-$143.0K)
Filed 2026-10-21
Verde Capital Management
INCREASED
Shares58,196 from 53,246
Change+4,950 (+9%)
Value$6.9M (+$210.8K)
Filed 2026-10-28
Southern Capital Services Inc
DECREASED
Shares57,388 from 57,962
Change-574 (-1%)
Value$6.8M (-$472.8K)
Filed 2026-10-19
Arista Wealth Management, LLC
INCREASED
Shares57,255 from 5,966
Change+51,289 (+860%)
Value$6.7M (+$6.0M)
Filed 2026-10-29
Capstone Wealth Management, LLC
DECREASED
Shares57,067 from 57,399
Change-332 (-1%)
Value$6.7M (-$440.3K)
Filed 2026-11-02
Copper Harbor Investment Advisors, LLC
INCREASED
Shares56,982 from 56,340
Change+642 (+1%)
Value$6.7M (-$318.3K)
Filed 2026-10-16
Westside Investment Management, Inc.
DECREASED
Shares55,924 from 56,271
Change-347 (-1%)
Value$6.6M (-$423.6K)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares55,120 from 28,383
Change+26,737 (+94%)
Value$6.8M (+$3.3M)
Filed 2026-11-02
DeLarme Wealth Management, Inc.
DECREASED
Shares54,388 from 55,522
Change-1,134 (-2%)
Value$6.4M (-$521.6K)
Filed 2026-10-30
Seed Wealth Management, Inc.
INCREASED
Shares53,515 from 52,085
Change+1,430 (+3%)
Value$6.3M (-$195.7K)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
INCREASED
Shares53,166 from 38,041
Change+15,125 (+40%)
Value$6.3M (+$1.5M)
Filed 2026-10-16
Keybank National Association
INCREASED
Shares53,029 from 47,481
Change+5,548 (+12%)
Value$6.2M (+$321.5K)
Filed 2026-11-04
Fairway Financial, LLC
NEW
Shares52,947
Change+52,947
Value$6.2M
Filed 2026-10-20
First Horizon Corp
INCREASED
Shares52,749 from 47,920
Change+4,829 (+10%)
Value$6.2M (+$233.8K)
Filed 2026-10-26
Bison Wealth, LLC
INCREASED
Shares52,514 from 39,244
Change+13,270 (+34%)
Value$6.3M (+$1.4M)
Filed 2026-10-13
Pacific Asset Management, LLC
INCREASED
Shares51,980 from 49,831
Change+2,149 (+4%)
Value$6.1M (-$95.2K)
Filed 2026-10-15
Bauman Advisory Group, LLC
INCREASED
Shares51,742 from 48,501
Change+3,241 (+7%)
Value$6.1M (+$42.7K)
Filed 2026-10-29
Team Financial Group, LLC
DECREASED
Shares49,889 from 54,868
Change-4,979 (-9%)
Value$5.9M (-$969.8K)
Filed 2026-10-30
Provident Wealth Management, LLC
DECREASED
Shares49,858 from 67,209
Change-17,351 (-26%)
Value$5.9M (-$2.5M)
Filed 2026-10-20
Code Waechter LLC
INCREASED
Shares49,750 from 44,804
Change+4,946 (+11%)
Value$5.9M (+$269.3K)
Filed 2026-10-23
Andrews Advisory Associates, LLC
INCREASED
Shares49,683 from 47,822
Change+1,861 (+4%)
Value$5.9M (-$115.2K)
Filed 2026-10-15
Bank of New Hampshire
INCREASED
Shares48,949 from 45,053
Change+3,896 (+9%)
Value$5.8M (+$143.9K)
Filed 2026-10-06
Evanson Financial, LLC
INCREASED
Shares48,703 from 36,859
Change+11,844 (+32%)
Value$5.7M (+$1.1M)
Filed 2026-10-23
Telos Capital Management, Inc.
INCREASED
Shares48,072 from 46,767
Change+1,305 (+3%)
Value$5.7M (-$173.2K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares47,896 from 39,147
Change+8,749 (+22%)
Value$5.6M (+$756.7K)
Filed 2026-11-05
Kane Co Wealth Management, Inc.
INCREASED
Shares47,618 from 47,436
Change+182 (+0%)
Value$5.6M (-$310.2K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
INCREASED
Shares47,492 from 47,327
Change+165 (+0%)
Value$5.6M (-$311.4K)
Filed 2026-10-22
Rubicon Advisors, GP
INCREASED
Shares47,098 from 42,042
Change+5,056 (+12%)
Value$5.5M (+$301.5K)
Filed 2026-10-23
Friday Financial
INCREASED
Shares46,854 from 36,362
Change+10,492 (+29%)
Value$5.6M (+$1.1M)
Filed 2026-10-09
Brady Martz Wealth Solutions, LLC
DECREASED
Shares44,894 from 46,211
Change-1,317 (-3%)
Value$5.3M (-$478.1K)
Filed 2026-11-05
First Nebraska Trust Co
INCREASED
Shares44,822 from 42,827
Change+1,995 (+5%)
Value$5.3M (-$64.6K)
Filed 2026-10-30
Stone Summit Wealth LLC
INCREASED
Shares44,749 from 43,877
Change+872 (+2%)
Value$5.3M (-$204.0K)
Filed 2026-10-14
Uptick Partners, LLC
INCREASED
Shares44,683 from 39,737
Change+4,946 (+12%)
Value$5.3M (+$304.7K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares44,484 from 44,142
Change+342 (+1%)
Value$5.2M (-$268.2K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
DECREASED
Shares43,994 from 47,809
Change-3,815 (-8%)
Value$5.2M (-$783.5K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares43,880
Change+43,880
Value$5.4K
Filed 2026-11-03
Intrua Financial, LLC
INCREASED
Shares43,537 from 40,370
Change+3,167 (+8%)
Value$5.1M (+$90.7K)
Filed 2026-10-28
Lauterbach Financial Advisors, LLC
INCREASED
Shares43,159 from 38,696
Change+4,463 (+12%)
Value$5.1M (+$255.2K)
Filed 2026-10-21
Equita Financial Network, Inc.
INCREASED
Shares42,749 from 42,731
Change+18 (+0%)
Value$5.0M (-$296.5K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED
Shares42,460 from 41,430
Change+1,030 (+2%)
Value$5.0M (-$168.4K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
INCREASED
Shares42,367 from 42,274
Change+93 (+0%)
Value$5.0M (-$306.5K)
Filed 2026-10-20
Flywheel Private Wealth LLC
INCREASED
Shares42,302 from 38,944
Change+3,358 (+9%)
Value$5.0M (+$123.3K)
Filed 2026-11-02
Tandemgrowth Financial Advisors LLC
INCREASED
Shares42,094 from 40,501
Change+1,593 (+4%)
Value$5.0M (-$95.5K)
Filed 2026-11-05
Carter Financial Group, Inc.
INCREASED
Shares41,707 from 40,465
Change+1,242 (+3%)
Value$4.9M (-$136.6K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED
Shares41,145 from 34,284
Change+6,861 (+20%)
Value$4.8M (+$568.5K)
Filed 2026-10-16
Aprio Wealth Management, LLC
DECREASED
Shares40,730 from 41,572
Change-842 (-2%)
Value$4.8M (-$389.7K)
Filed 2026-10-28
Fifth Third Securities, Inc.
INCREASED
Shares40,647 from 37,884
Change+2,763 (+7%)
Value$4.8M (+$60.6K)
Filed 2026-10-21
Leading Edge Financial Planning LLC
INCREASED
Shares40,558 from 26,447
Change+14,111 (+53%)
Value$4.8M (+$1.5M)
Filed 2026-10-23
SC&H Financial Advisors, Inc.
DECREASED
Shares40,446 from 40,882
Change-436 (-1%)
Value$4.8M (-$337.2K)
Filed 2026-10-14
Arbor Wealth Advisors LLC
INCREASED
Shares40,169 from 36,134
Change+4,035 (+11%)
Value$4.7M (+$222.6K)
Filed 2026-10-09
Hoxton Planning & Management, LLC
INCREASED
Shares40,030 from 38,272
Change+1,758 (+5%)
Value$4.7M (-$60.4K)
Filed 2026-10-15
McCarley & Cook Financial Planners
INCREASED
Shares39,768 from 38,097
Change+1,671 (+4%)
Value$4.7M (-$69.5K)
Filed 2026-10-21
Nkcfo LLC
UNCHANGED
Shares39,450 from 39,450
Change0 (0%)
Value$4.6M (-$276.0K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares38,774 from 24,607
Change+14,167 (+58%)
Value$4.6M (+$1.5M)
Filed 2026-11-03
Sierra Ocean, LLC
NEW
Shares38,342
Change+38,342
Value$4.5M
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares38,258 from 36,522
Change+1,736 (+5%)
Value$4.5M (-$50.8K)
Filed 2026-10-19
Cadent Capital Advisors, LLC
NEW
Shares37,680
Change+37,680
Value$4.4M
Filed 2026-10-09
SAX Wealth Advisors, LLC
DECREASED
Shares37,469 from 43,666
Change-6,197 (-14%)
Value$4.4M (-$411.1K)
Filed 2026-10-13
BFI Wealth Solutions, LLC
DECREASED
Shares37,347 from 37,644
Change-297 (-1%)
Value$4.4M (-$298.1K)
Filed 2026-10-16
Ballast Financial Advisors LLC
DECREASED
Shares37,293 from 39,110
Change-1,817 (-5%)
Value$4.4M (-$487.4K)
Filed 2026-10-26
Avant Financial Advisors LLC
INCREASED
Shares36,997 from 35,819
Change+1,178 (+3%)
Value$4.4M (-$111.6K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares36,813 from 30,217
Change+6,596 (+22%)
Value$4.3M (+$565.7K)
Filed 2026-10-23
Fiduciary Advisors, Inc.
INCREASED
Shares36,491 from 24,132
Change+12,359 (+51%)
Value$4.3M (+$1.3M)
Filed 2026-10-16
Ejmk Ventures LLC
INCREASED
Shares36,114 from 30,131
Change+5,983 (+20%)
Value$4.3M (+$494.1K)
Filed 2026-10-21
Prairie Advisory, LLC
INCREASED
Shares35,844 from 5,222
Change+30,622 (+586%)
Value$4.2M (+$3.6M)
Filed 2026-10-19
First American Bank
NEW
Shares35,104
Change+35,104
Value$4.1M
Filed 2026-10-27
Heritage Wealth Management, Inc.
INCREASED
Shares35,017 from 31,256
Change+3,761 (+12%)
Value$4.1M (+$224.5K)
Filed 2026-10-28
Sentinel Pension Advisors, LLC
INCREASED
Shares34,451 from 32,498
Change+1,953 (+6%)
Value$4.1M (-$16.3K)
Filed 2026-11-02
Summit Investment Advisors, Inc.\KS
INCREASED
Shares34,430 from 27,583
Change+6,847 (+25%)
Value$4.1M (+$613.6K)
Filed 2026-11-05
LAM Group, Inc.
INCREASED
Shares34,265 from 33,855
Change+410 (+1%)
Value$4.0M (-$188.4K)
Filed 2026-10-26
DBK Financial Counsel, LLC
DECREASED
Shares34,113 from 34,656
Change-543 (-2%)
Value$4.0M (-$306.2K)
Filed 2026-10-13
Paragon Advisors, LLC
INCREASED
Shares33,715 from 29,126
Change+4,589 (+16%)
Value$4.0M (+$336.8K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
NEW
Shares33,269
Change+33,269
Value$3.9M
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares33,207 from 31,179
Change+2,028 (+7%)
Value$3.9M (+$20.9K)
Filed 2026-10-08
True North Advisors, LLC
INCREASED
Shares33,028 from 30,570
Change+2,458 (+8%)
Value$3.9M (+$75.8K)
Filed 2026-10-22
Herold Advisors, Inc.
INCREASED
Shares32,404 from 31,860
Change+544 (+2%)
Value$3.8M (-$145.8K)
Filed 2026-10-19
Broadway Wealth Solutions, Inc.
INCREASED
Shares32,376 from 31,714
Change+662 (+2%)
Value$3.8M (-$143.7K)
Filed 2026-10-21
Hudson Oak Wealth Advisory LLC
INCREASED
Shares32,279 from 32,134
Change+145 (+0%)
Value$3.8M (-$207.5K)
Filed 2026-10-16
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares32,238 from 33,214
Change-976 (-3%)
Value$3.8M (-$347.1K)
Filed 2026-10-08
Centennial Wealth Advisory LLC
INCREASED
Shares32,049 from 28,680
Change+3,369 (+12%)
Value$3.8M (+$196.3K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares31,946 from 30,185
Change+1,761 (+6%)
Value$3.8M (-$3.6K)
Filed 2026-10-22
Optima Capital LLC
NEW
Shares31,729
Change+31,729
Value$3.7M
Filed 2026-10-29
Emprise Bank
DECREASED
Shares31,353 from 31,708
Change-355 (-1%)
Value$3.7M (-$263.4K)
Filed 2026-10-07
Holcombe Financial, Inc.
INCREASED
Shares31,206 from 30,396
Change+810 (+3%)
Value$3.7M (-$117.1K)
Filed 2026-10-16
Bokf, NA
INCREASED
Shares31,191 from 26,527
Change+4,664 (+18%)
Value$3.7M (+$363.9K)
Filed 2026-10-27
Prudent Investor Advisors, LLC
NEW
Shares31,174
Change+31,174
Value$3.7M
Filed 2026-10-22
Milestone Asset Management Group, LLC
INCREASED
Shares31,040 from 26,367
Change+4,673 (+18%)
Value$3.7M (+$366.1K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares30,970 from 30,908
Change+62 (+0%)
Value$3.6M (-$208.8K)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares30,739 from 8,275
Change+22,464 (+271%)
Value$3.6M (+$2.6M)
Filed 2026-10-26
Sculati Wealth Management, LLC
DECREASED
Shares29,829 from 33,058
Change-3,229 (-10%)
Value$3.6M (-$566.1K)
Filed 2026-10-19
Cap Partners, LLC
INCREASED
Shares29,600 from 29,317
Change+283 (+1%)
Value$3.5M (-$171.5K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares29,370 from 27,600
Change+1,770 (+6%)
Value$3.5M (+$15.7K)
Filed 2026-10-14
Haven Private, LLC
INCREASED
Shares28,858 from 27,292
Change+1,566 (+6%)
Value$3.4M (-$6.3K)
Filed 2026-10-27
Advisory Solutions Group, LLC
INCREASED
Shares28,857 from 3,119
Change+25,738 (+825%)
Value$3.4M (+$3.0M)
Filed 2026-10-14
Modera Wealth Management, LLC
DECREASED
Shares28,712 from 31,604
Change-2,892 (-9%)
Value$3.4M (-$561.5K)
Filed 2026-10-28
New England Private Wealth Advisors LLC
INCREASED
Shares28,676 from 28,359
Change+317 (+1%)
Value$3.4M (-$175.7K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares28,496 from 27,848
Change+648 (+2%)
Value$3.4M (-$118.3K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
INCREASED
Shares28,328 from 27,854
Change+474 (+2%)
Value$3.5M (+$45.0K)
Filed 2026-11-02
MFG Investments, LLC
NEW
Shares27,648
Change+27,648
Value$3.3M
Filed 2026-10-30
Level Financial Advisors
DECREASED
Shares27,452 from 29,189
Change-1,737 (-6%)
Value$3.2M (-$408.6K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares27,302 from 8,299
Change+19,003 (+229%)
Value$3.2M (+$2.2M)
Filed 2026-10-22
Asset One Wealth Management LLC
INCREASED
Shares27,117 from 23,792
Change+3,325 (+14%)
Value$3.2M (+$227.3K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
DECREASED
Shares26,819 from 27,009
Change-190 (-1%)
Value$3.2M (-$211.2K)
Filed 2026-10-27
Atala Financial Inc
INCREASED
Shares26,768 from 25,726
Change+1,042 (+4%)
Value$3.2M (-$57.1K)
Filed 2026-10-22
Titleist Asset Management, LLC
INCREASED
Shares26,720 from 5,603
Change+21,117 (+377%)
Value$3.1M (+$2.4M)
Filed 2026-10-08
L.K. Benson & Company, P.C.
DECREASED
Shares26,697 from 29,926
Change-3,229 (-11%)
Value$3.1M (-$589.3K)
Filed 2026-10-23
Etesian Wealth Advisors, Inc.
INCREASED
Shares26,526 from 26,417
Change+109 (+0%)
Value$3.1M (-$171.8K)
Filed 2026-10-27
Gibraltar Capital Management, Inc.
DECREASED
Shares26,518 from 26,790
Change-272 (-1%)
Value$3.1M (-$219.2K)
Filed 2026-10-27
Versant Capital Management, Inc
INCREASED
Shares26,144 from 26,143
Change+1 (0%)
Value$3.1M (-$182.7K)
Filed 2026-10-02
Nations Financial Group Inc,
INCREASED
Shares26,098 from 9,597
Change+16,501 (+172%)
Value$3.1M (+$1.9M)
Filed 2026-11-05
Meadow Creek Wealth Advisors LLC
INCREASED
Shares26,024 from 25,026
Change+998 (+4%)
Value$3.1M (-$57.4K)
Filed 2026-11-02
Maia Wealth LLC
INCREASED
Shares25,894 from 17,240
Change+8,654 (+50%)
Value$3.0M (+$898.7K)
Filed 2026-10-19
Paragon Capital Management Ltd
DECREASED
Shares25,591 from 25,603
Change-12 (0%)
Value$3.0M (-$180.4K)
Filed 2026-10-09
JDH Wealth Management, LLC
DECREASED
Shares25,367 from 30,806
Change-5,439 (-18%)
Value$3.0M (-$855.9K)
Filed 2026-10-20
Tranquility Partners, LLC
DECREASED
Shares25,336 from 25,899
Change-563 (-2%)
Value$3.0M (-$246.0K)
Filed 2026-10-20
RDA Financial Network
DECREASED
Shares25,082 from 26,732
Change-1,650 (-6%)
Value$3.0M (-$381.2K)
Filed 2026-10-15
IFS Advisors, LLC
NEW
Shares24,679
Change+24,679
Value$2.9M
Filed 2026-10-14
Stegent Equity Advisors, Inc.
DECREASED
Shares24,493 from 28,961
Change-4,468 (-15%)
Value$2.9M (-$728.6K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares24,483 from 22,106
Change+2,377 (+11%)
Value$2.9M (+$125.4K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
INCREASED
Shares24,416 from 24,268
Change+148 (+1%)
Value$2.9M (-$152.2K)
Filed 2026-10-26
Sheets Smith Wealth Management
INCREASED
Shares24,226 from 15,745
Change+8,481 (+54%)
Value$2.9M (+$888.8K)
Filed 2026-10-16
RFG Advisory, LLC
DECREASED
Shares23,710 from 25,214
Change-1,504 (-6%)
Value$2.8M (-$353.4K)
Filed 2026-11-03
Aerodigm Wealth, LLC
DECREASED
Shares23,304 from 25,242
Change-1,938 (-8%)
Value$2.7M (-$404.7K)
Filed 2026-10-16
Refined Wealth Management
INCREASED
Shares23,237 from 21,939
Change+1,298 (+6%)
Value$2.7M (-$523)
Filed 2026-10-13
First Community Trust NA
UNCHANGED
Shares23,216 from 23,216
Change0 (0%)
Value$2.7M (-$162.3K)
Filed 2026-10-07
Abacus Planning Group, Inc.
INCREASED
Shares23,017 from 21,225
Change+1,792 (+8%)
Value$2.7M (+$62.7K)
Filed 2026-11-02
Kachkovsky & Fisher, Inc.
INCREASED
Shares22,933 from 22,266
Change+667 (+3%)
Value$2.7M (-$77.2K)
Filed 2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED
Shares22,907 from 24,555
Change-1,648 (-7%)
Value$2.7M (-$365.8K)
Filed 2026-10-05
MW Advisory, LLC
INCREASED
Shares22,689 from 15,793
Change+6,896 (+44%)
Value$2.7M (+$701.7K)
Filed 2026-10-19
Moulton Wealth Management, Inc
INCREASED
Shares22,667 from 7,361
Change+15,306 (+208%)
Value$2.7M (+$1.8M)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares22,458 from 16,385
Change+6,073 (+37%)
Value$2.6M (+$600.6K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares22,191 from 16,197
Change+5,994 (+37%)
Value$2.6M (+$592.7K)
Filed 2026-10-16
Centerpoint Advisory Group
DECREASED
Shares21,695 from 21,837
Change-142 (-1%)
Value$2.6M (-$169.3K)
Filed 2026-10-23
Ceera Investments, LLC
INCREASED
Shares21,441 from 7,340
Change+14,101 (+192%)
Value$2.5M (+$1.6M)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares21,373 from 14,738
Change+6,635 (+45%)
Value$2.5M (+$678.3K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares21,176 from 20,709
Change+467 (+2%)
Value$2.5M (-$89.8K)
Filed 2026-10-14
Squire Investment Management Company, LLC
DECREASED
Shares21,140 from 22,285
Change-1,145 (-5%)
Value$2.5M (-$290.7K)
Filed 2026-11-03
Ironwood Financial, llc
INCREASED
Shares20,811 from 18,908
Change+1,903 (+10%)
Value$2.5M (+$106.8K)
Filed 2026-10-20
Vista Investment Partners LLC
DECREASED
Shares20,807 from 42,233
Change-21,426 (-51%)
Value$2.5M (-$2.8M)
Filed 2026-10-08
Legacy Capital Wealth Partners, LLC
INCREASED
Shares20,468 from 19,118
Change+1,350 (+7%)
Value$2.4M (+$25.3K)
Filed 2026-10-21
KFG LLC
NEW
Shares20,259
Change+20,259
Value$2.4M
Filed 2026-11-02
55 North Private Wealth, LLC
DECREASED
Shares20,178 from 20,243
Change-65 (0%)
Value$2.4M (-$149.2K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares19,988 from 20,271
Change-283 (-1%)
Value$2.4M (-$175.0K)
Filed 2026-11-03
Cogent Strategic Wealth LLC
DECREASED
Shares19,582 from 20,690
Change-1,108 (-5%)
Value$2.3M (-$275.1K)
Filed 2026-10-22
Beaumont Asset Management, L.L.C.
INCREASED
Shares19,571 from 10,294
Change+9,277 (+90%)
Value$2.3M (+$1.0M)
Filed 2026-10-16
Cornerstone Management, Inc.
DECREASED
Shares19,355 from 19,883
Change-528 (-3%)
Value$2.3M (-$201.2K)
Filed 2026-10-16
James T. Borello RIA
INCREASED
Shares19,319 from 17,976
Change+1,343 (+7%)
Value$2.3M (+$32.6K)
Filed 2026-10-16
Hardin Capital Partners, LLC
INCREASED
Shares19,229 from 18,426
Change+803 (+4%)
Value$2.3M (-$37.6K)
Filed 2026-10-09
Saxony Capital Management, LLC
NEW
Shares18,990
Change+18,990
Value$2.2M
Filed 2026-10-15
Fortitude Family Office, LLC
DECREASED
Shares18,915 from 19,357
Change-442 (-2%)
Value$2.2M (-$187.4K)
Filed 2026-10-14
Orba Wealth Advisors, L.L.C.
DECREASED
Shares18,912 from 19,385
Change-473 (-2%)
Value$2.2M (-$191.2K)
Filed 2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED
Shares18,818 from 18,617
Change+201 (+1%)
Value$2.2M (-$106.5K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
DECREASED
Shares18,781 from 19,106
Change-325 (-2%)
Value$2.2M (-$171.8K)
Filed 2026-10-26
Factor Wealth Management LTD
INCREASED
Shares18,671 from 17,438
Change+1,233 (+7%)
Value$2.2M (+$23.2K)
Filed 2026-10-08
CRA Financial Services, LLC
DECREASED
Shares18,624 from 18,772
Change-148 (-1%)
Value$2.2M (-$148.8K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares18,571 from 17,787
Change+784 (+4%)
Value$2.2M (-$32.0K)
Filed 2026-11-05
Networth Advisors, LLC
INCREASED
Shares18,547 from 18,244
Change+303 (+2%)
Value$2.2M (-$91.8K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares18,301 from 14,100
Change+4,201 (+30%)
Value$2.2M (+$396.1K)
Filed 2026-10-23
Cypress Point Wealth Management, LLC
INCREASED
Shares18,266 from 18,109
Change+157 (+1%)
Value$2.2M (-$108.0K)
Filed 2026-11-03
Insight Wealth Partners, LLC
DECREASED
Shares17,720 from 19,384
Change-1,664 (-9%)
Value$2.1M (-$331.5K)
Filed 2026-10-26
Central Trust Co
INCREASED
Shares17,432 from 10,727
Change+6,705 (+63%)
Value$2.1M (+$714.7K)
Filed 2026-11-05
Armbruster Capital Management, Inc.
INCREASED
Shares17,248 from 17,178
Change+70 (+0%)
Value$2.0M (-$111.8K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
UNCHANGED
Shares17,148 from 17,148
Change0 (0%)
Value$2.0M (-$119.9K)
Filed 2026-10-27
Carolina Wealth Management Inc
INCREASED
Shares17,106 from 9,222
Change+7,884 (+85%)
Value$2.0M (+$864.0K)
Filed 2026-10-29
CWA Asset Management Group, LLC
INCREASED
Shares16,952 from 15,638
Change+1,314 (+8%)
Value$2.0M (+$45.5K)
Filed 2026-10-19
Independence Bank of Kentucky
DECREASED
Shares16,759 from 17,134
Change-375 (-2%)
Value$2.0M (-$163.9K)
Filed 2026-10-26
Nixon Peabody Trust Co
DECREASED
Shares16,614 from 16,664
Change-50 (0%)
Value$2.0M (-$122.4K)
Filed 2026-10-23
TrustWell Financial Advisors, LLC
INCREASED
Shares16,585 from 14,837
Change+1,748 (+12%)
Value$2.0M (+$102.2K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
NEW
Shares16,331
Change+16,331
Value$1.9M
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares16,261 from 17,489
Change-1,228 (-7%)
Value$1.9M (-$266.9K)
Filed 2026-10-19
Approach Retirement Advisors, LLC
INCREASED
Shares15,935 from 15,534
Change+401 (+3%)
Value$1.9M (-$61.4K)
Filed 2026-10-22
TPG Advisors LLC
INCREASED
Shares15,721 from 15,357
Change+364 (+2%)
Value$1.9M (-$64.5K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
INCREASED
Shares15,496 from 14,500
Change+996 (+7%)
Value$1.8M (+$15.8K)
Filed 2026-11-05
HBW Advisory Services LLC
INCREASED
Shares15,429 from 13,077
Change+2,352 (+18%)
Value$1.8M (+$185.5K)
Filed 2026-10-15
Frankly Finances, LLC
INCREASED
Shares15,289 from 15,214
Change+75 (+0%)
Value$1.8M (-$97.5K)
Filed 2026-10-28
Puff Wealth Management, LLC
DECREASED
Shares15,179 from 16,481
Change-1,302 (-8%)
Value$1.8M (-$268.6K)
Filed 2026-10-07
Cornerstone Wealth Management, LLC
INCREASED
Shares15,179 from 14,604
Change+575 (+4%)
Value$1.8M (-$34.4K)
Filed 2026-11-04
Entrewealth, LLC
INCREASED
Shares15,160 from 14,065
Change+1,095 (+8%)
Value$1.8M (+$7.3K)
Filed 2026-10-14
BigSur Wealth Management LLC
INCREASED
Shares15,108 from 15,077
Change+31 (+0%)
Value$1.8M (-$101.7K)
Filed 2026-10-13
National Wealth Management Group, LLC
INCREASED
Shares14,899 from 4,474
Change+10,425 (+233%)
Value$1.8M (+$1.2M)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares14,838 from 7,648
Change+7,190 (+94%)
Value$1.7M (+$793.3K)
Filed 2026-10-07
Integris Wealth Management, LLC
DECREASED
Shares14,777 from 14,856
Change-79 (-1%)
Value$1.7M (-$113.1K)
Filed 2026-10-14
W.H. Cornerstone Investments Inc.
INCREASED
Shares14,749 from 10,647
Change+4,102 (+39%)
Value$1.7M (+$408.6K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares14,535 from 9,932
Change+4,603 (+46%)
Value$1.7M (+$472.7K)
Filed 2026-10-16
Advisor Resource Council
DECREASED
Shares14,534 from 16,400
Change-1,866 (-11%)
Value$1.8M (-$275.9K)
Filed 2026-11-05
Claro Advisors Inc.
INCREASED
Shares14,512 from 13,053
Change+1,459 (+11%)
Value$1.7M (+$80.6K)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares14,438 from 14,538
Change-100 (-1%)
Value$1.7M (-$113.4K)
Filed 2026-10-06
Clark Asset Management, LLC
INCREASED
Shares14,199 from 13,395
Change+804 (+6%)
Value$1.7M (+$1.1K)
Filed 2026-10-19
Equity Wealth Partners, LLC
DECREASED
Shares14,103 from 14,668
Change-565 (-4%)
Value$1.7M (-$169.0K)
Filed 2026-10-26
GEM Asset Management, LLC
INCREASED
Shares14,015 from 13,907
Change+108 (+1%)
Value$1.7M (-$84.5K)
Filed 2026-10-13
Victory Financial Group, LLC
INCREASED
Shares14,006 from 12,952
Change+1,054 (+8%)
Value$1.6M (+$33.6K)
Filed 2026-10-27
Transcendent Capital Group LLC
DECREASED
Shares13,874 from 13,892
Change-18 (0%)
Value$1.6M (-$99.3K)
Filed 2026-10-28
Interchange Capital Partners, LLC
NEW
Shares13,770
Change+13,770
Value$1.6M
Filed 2026-10-28
Guidance Capital, Inc
DECREASED
Shares13,716 from 18,988
Change-5,272 (-28%)
Value$1.7M (-$695.3K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
DECREASED
Shares13,610 from 14,010
Change-400 (-3%)
Value$1.6M (-$145.0K)
Filed 2026-11-03
KWB Wealth
DECREASED
Shares13,535 from 13,888
Change-353 (-3%)
Value$1.6M (-$138.7K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares13,493 from 2,096
Change+11,397 (+544%)
Value$1.6M (+$1.3M)
Filed 2026-11-03
CGC Financial Services, LLC
INCREASED
Shares13,475 from 12,910
Change+565 (+4%)
Value$1.6M (-$23.7K)
Filed 2026-10-13
Mattern Capital Management, LLC
INCREASED
Shares13,438 from 11,671
Change+1,767 (+15%)
Value$1.6M (+$126.5K)
Filed 2026-11-02
Integrity Investment Advisors, LLC
NEW
Shares13,305
Change+13,305
Value$1.6M
Filed 2026-11-03
Kaufman Rossin Wealth, LLC
INCREASED
Shares13,279 from 13,277
Change+2 (+0%)
Value$1.6M (-$72.1K)
Filed 2026-10-19
Forum Financial Management, LP
DECREASED
Shares13,111 from 13,114
Change-3 (0%)
Value$1.5M (-$92.0K)
Filed 2026-10-16
Value Investment Professionals, LLC
INCREASED
Shares12,916 from 12,915
Change+1 (+0%)
Value$1.5M (-$90.2K)
Filed 2026-10-13
Lifetime Wealth Management P.C.
DECREASED
Shares12,754 from 13,405
Change-651 (-5%)
Value$1.5M (-$170.3K)
Filed 2026-10-29
Tortuga Wealth Management, Inc
INCREASED
Shares12,730 from 12,631
Change+99 (+1%)
Value$1.5M (-$74.1K)
Filed 2026-10-27
Meridian Wealth Management, LLC
DECREASED
Shares12,686 from 12,829
Change-143 (-1%)
Value$1.5M (-$106.5K)
Filed 2026-11-05
Atlas Brown,Inc.
INCREASED
Shares12,649 from 9,414
Change+3,235 (+34%)
Value$1.5M (+$315.2K)
Filed 2026-10-09
Traphagen Investment Advisors LLC
DECREASED
Shares12,516 from 12,916
Change-400 (-3%)
Value$1.5M (-$137.4K)
Filed 2026-10-14
Capital Wealth Alliance, LLC
INCREASED
Shares12,166 from 8,829
Change+3,337 (+38%)
Value$1.4M (+$331.3K)
Filed 2026-10-20
Greenwood Capital Associates LLC
NEW
Shares12,083
Change+12,083
Value$1.4M
Filed 2026-10-27
Harbor Asset Planning, Inc.
INCREASED
Shares12,074 from 11,958
Change+116 (+1%)
Value$1.4M (-$70.0K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares12,031 from 11,950
Change+81 (+1%)
Value$1.4M (-$74.0K)
Filed 2026-10-16
Portside Wealth Group, LLC
INCREASED
Shares12,020 from 10,955
Change+1,065 (+10%)
Value$1.4M (+$48.8K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
DECREASED
Shares11,913 from 12,667
Change-754 (-6%)
Value$1.4M (-$177.3K)
Filed 2026-10-21
Prosperity Financial Group, Inc.
DECREASED
Shares11,819 from 11,964
Change-145 (-1%)
Value$1.4M (-$100.7K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares11,765 from 11,116
Change+649 (+6%)
Value$1.4M (-$779)
Filed 2026-10-30
Facet Wealth, Inc.
INCREASED
Shares11,609 from 9,836
Change+1,773 (+18%)
Value$1.4M (+$140.1K)
Filed 2026-11-04
Middleton & Co Inc
INCREASED
Shares11,051 from 9,899
Change+1,152 (+12%)
Value$1.3M (+$66.5K)
Filed 2026-10-23
Financial Architects, LLC
DECREASED
Shares11,035 from 11,280
Change-245 (-2%)
Value$1.3M (-$107.7K)
Filed 2026-10-13
Foundry Financial LLC
DECREASED
Shares11,014 from 11,068
Change-54 (0%)
Value$1.3M (-$83.7K)
Filed 2026-10-16
Signature Equity Partners, LLC
DECREASED
Shares10,883 from 14,199
Change-3,316 (-23%)
Value$1.3M (-$489.8K)
Filed 2026-10-29
Longview Financial Advisors, Inc.
DECREASED
Shares10,766 from 11,838
Change-1,072 (-9%)
Value$1.3M (-$208.9K)
Filed 2026-10-09
Del-Sette Capital Management, LLC
DECREASED
Shares10,735 from 11,376
Change-641 (-6%)
Value$1.3M (-$155.0K)
Filed 2026-10-23
San Luis Wealth Advisors LLC
DECREASED
Shares10,671 from 10,797
Change-126 (-1%)
Value$1.3M (-$90.4K)
Filed 2026-10-27
Jnba Financial Advisors
DECREASED
Shares10,283 from 11,622
Change-1,339 (-12%)
Value$1.2M (-$238.9K)
Filed 2026-11-03
Independent Wealth Network Inc.
NEW
Shares10,229
Change+10,229
Value$1.2M
Filed 2026-10-19
Capital Investment Advisors, LLC
INCREASED
Shares10,133 from 9,318
Change+815 (+9%)
Value$1.2M (+$30.8K)
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares9,897
Change+9,897
Value$1.2M
Filed 2026-10-28
Clark Wealth Partners
DECREASED
Shares9,652 from 9,701
Change-49 (-1%)
Value$1.1M (-$73.6K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
INCREASED
Shares9,650 from 9,593
Change+57 (+1%)
Value$1.1M (-$60.3K)
Filed 2026-11-02
marrick wealth, LLC
INCREASED
Shares9,553 from 9,001
Change+552 (+6%)
Value$1.1M (+$2.0K)
Filed 2026-10-20
MN Wealth Advisors, LLC
DECREASED
Shares9,318 from 9,553
Change-235 (-2%)
Value$1.1M (-$94.5K)
Filed 2026-10-23
West Wealth Group, LLC
INCREASED
Shares9,312 from 9,280
Change+32 (+0%)
Value$1.1M (-$61.2K)
Filed 2026-10-14
Tenon Financial LLC
INCREASED
Shares9,270 from 8,579
Change+691 (+8%)
Value$1.1M (+$21.5K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares9,242 from 8,322
Change+920 (+11%)
Value$1.1M (+$50.2K)
Filed 2026-10-20
Strategic Advisors LLC
INCREASED
Shares9,125 from 9,038
Change+87 (+1%)
Value$1.1M (-$52.9K)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares8,911 from 9,153
Change-242 (-3%)
Value$1.0M (-$92.5K)
Filed 2026-11-05
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares8,626 from 8,660
Change-34 (0%)
Value$1.0M (-$64.5K)
Filed 2026-10-28
Annex Advisory Services, LLC
DECREASED
Shares8,558 from 8,917
Change-359 (-4%)
Value$1.0M (-$104.6K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares8,552 from 8,574
Change-22 (0%)
Value$1.0M (-$62.6K)
Filed 2026-11-03
Diversified Management Inc
INCREASED
Shares8,542 from 2,293
Change+6,249 (+273%)
Value$1.0M (+$719.9K)
Filed 2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED
Shares8,507 from 8,366
Change+141 (+2%)
Value$1.0M (-$41.9K)
Filed 2026-11-03
Wavvest Wealth LLC
NEW
Shares8,482
Change+8,482
Value$998.9K
Filed 2026-10-21
Klingman & Associates, LLC
INCREASED
Shares8,353 from 8,332
Change+21 (+0%)
Value$983.8K (-$55.7K)
Filed 2026-10-20
Vista Investment Partners II, LLC
INCREASED
Shares8,335 from 4,248
Change+4,087 (+96%)
Value$981.6K (+$451.6K)
Filed 2026-10-15
Kings Path Partners LLC
INCREASED
Shares8,330 from 7,702
Change+628 (+8%)
Value$981.0K (+$20.1K)
Filed 2026-10-21
Directional Asset Management
INCREASED
Shares8,224 from 7,166
Change+1,058 (+15%)
Value$968.5K (+$74.5K)
Filed 2026-10-22
Redw Wealth LLC
INCREASED
Shares8,197 from 8,196
Change+1 (+0%)
Value$965.3K (-$57.2K)
Filed 2026-11-02
First Financial Corp
DECREASED
Shares8,084 from 8,312
Change-228 (-3%)
Value$952.1K (-$85.0K)
Filed 2026-10-13
Verus Wealth Management, LLC
INCREASED
Shares8,063 from 6,668
Change+1,395 (+21%)
Value$949.6K (+$117.7K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares7,987 from 4,143
Change+3,844 (+93%)
Value$940.6K (+$423.7K)
Filed 2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED
Shares7,982 from 9,149
Change-1,167 (-13%)
Value$940.0K (-$201.4K)
Filed 2026-10-09
Bank of New York Mellon Corp
INCREASED
Shares7,980 from 6,089
Change+1,891 (+31%)
Value$939.7K (+$180.0K)
Filed 2026-11-05
Opal Wealth Advisors, LLC
INCREASED
Shares7,801 from 7,575
Change+226 (+3%)
Value$918.7K (-$26.3K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED
Shares7,795 from 5,618
Change+2,177 (+39%)
Value$256.7K (-$39.7K)
Filed 2026-11-04
Cypress Financial Planning LLC
DECREASED
Shares7,759 from 7,832
Change-73 (-1%)
Value$913.7K (-$63.4K)
Filed 2026-10-09
Regions Financial Corp
UNCHANGED
Shares7,741 from 7,741
Change0 (0%)
Value$911.7K (-$54.1K)
Filed 2026-11-05
Sherman Wealth Management LLC
INCREASED
Shares7,664 from 4,351
Change+3,313 (+76%)
Value$902.5K (+$359.7K)
Filed 2026-10-16
Cambridge Financial Group, LLC
UNCHANGED
Shares7,660 from 7,660
Change0 (0%)
Value$955.7K ($0)
Filed 2026-10-06
Crosspoint Financial, LLC
DECREASED
Shares7,641 from 11,108
Change-3,467 (-31%)
Value$900.0K (-$485.8K)
Filed 2026-11-03
ProCore Advisors, LLC
INCREASED
Shares7,636 from 7,439
Change+197 (+3%)
Value$899.3K (-$28.8K)
Filed 2026-10-14
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares7,617 from 8,858
Change-1,241 (-14%)
Value$897.0K (-$208.2K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares7,593 from 6,327
Change+1,266 (+20%)
Value$894.2K (+$104.9K)
Filed 2026-11-04
WealthPlan Investment Management, LLC
INCREASED
Shares7,574 from 6,926
Change+648 (+9%)
Value$892.0K (+$28.0K)
Filed 2026-10-15
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares7,415 from 7,357
Change+58 (+1%)
Value$873.3K (-$44.5K)
Filed 2026-10-19
Prospera Capital Management, LLC
DECREASED
Shares7,390 from 7,820
Change-430 (-5%)
Value$870.3K (-$98.0K)
Filed 2026-10-19
Freedom Day Solutions, LLC
UNCHANGED
Shares7,366 from 7,366
Change0 (0%)
Value$867.5K (-$51.5K)
Filed 2026-10-20
BIP Wealth, LLC
INCREASED
Shares7,324 from 3,866
Change+3,458 (+89%)
Value$862.5K (+$380.2K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares7,311 from 6,934
Change+377 (+5%)
Value$861.0K (-$4.1K)
Filed 2026-10-29
Synergy Asset Management, LLC
INCREASED
Shares7,196 from 3,507
Change+3,689 (+105%)
Value$847.5K (+$409.9K)
Filed 2026-11-05
Convergence Financial, LLC
DECREASED
Shares7,169 from 9,592
Change-2,423 (-25%)
Value$844.2K (-$352.5K)
Filed 2026-10-27
RCS Financial Planning, LLC
DECREASED
Shares7,138 from 7,262
Change-124 (-2%)
Value$840.6K (-$65.4K)
Filed 2026-10-14
Legacy Financial Group, Inc.
INCREASED
Shares7,130 from 5,013
Change+2,117 (+42%)
Value$839.7K (+$214.3K)
Filed 2026-10-21
Winnacle Wealth LLC
NEW
Shares7,021
Change+7,021
Value$826.9K
Filed 2026-10-15
Certior Financial Group, LLC
DECREASED
Shares7,001 from 7,096
Change-95 (-1%)
Value$824.5K (-$60.8K)
Filed 2026-10-19
Belleair Asset Management, LLC
DECREASED
Shares6,899 from 7,303
Change-404 (-6%)
Value$812.5K (-$98.6K)
Filed 2026-11-03
Powers Advisory Group, LLC
INCREASED
Shares6,756 from 6,395
Change+361 (+6%)
Value$795.6K (-$2.2K)
Filed 2026-10-14
Integrated Capital Management, LLC
INCREASED
Shares6,748 from 6,678
Change+70 (+1%)
Value$794.8K (-$38.4K)
Filed 2026-10-23
First Heartland Consultants, Inc.
NEW
Shares6,640
Change+6,640
Value$782.0K
Filed 2026-10-08
Oceanside Advisors LLC
INCREASED
Shares6,476 from 6,343
Change+133 (+2%)
Value$762.7K (-$28.6K)
Filed 2026-11-03
R2 Capital Strategies, LLC
INCREASED
Shares6,440 from 5,266
Change+1,174 (+22%)
Value$758.4K (+$101.5K)
Filed 2026-10-15
Index Fund Advisors, Inc.
INCREASED
Shares6,362 from 6,355
Change+7 (+0%)
Value$749.2K (-$43.7K)
Filed 2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares6,318 from 1,667
Change+4,651 (+279%)
Value$744.1K (+$536.1K)
Filed 2026-10-14
Monetary Solutions, Ltd
DECREASED
Shares6,256 from 6,463
Change-207 (-3%)
Value$736.7K (-$69.5K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares6,219 from 5,439
Change+780 (+14%)
Value$732.0K (+$53.0K)
Filed 2026-11-05
Guyasuta Investment Advisors Inc
INCREASED
Shares6,200 from 4,532
Change+1,668 (+37%)
Value$730.2K (+$164.8K)
Filed 2026-10-15
ARK & TLK Investments, LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$730.2K (-$43.3K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares6,082 from 2,532
Change+3,550 (+140%)
Value$750.7K (+$434.8K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED
Shares6,058 from 5,919
Change+139 (+2%)
Value$713.4K (-$25.0K)
Filed 2026-10-08
Allegheny Financial Group
NEW
Shares6,054
Change+6,054
Value$713.1K
Filed 2026-11-05
D'Orazio & Associates, Inc.
INCREASED
Shares5,998 from 5,729
Change+269 (+5%)
Value$706.3K (-$8.4K)
Filed 2026-11-04
RHL Group, LLC
INCREASED
Shares5,979 from 5,848
Change+131 (+2%)
Value$704.2K (-$26.8K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
INCREASED
Shares5,967 from 4,596
Change+1,371 (+30%)
Value$702.8K (+$129.3K)
Filed 2026-10-19
Triune Financial Partners, LLC
INCREASED
Shares5,936 from 5,916
Change+20 (+0%)
Value$699.1K (-$39.0K)
Filed 2026-11-03
LongView Wealth Management
INCREASED
Shares5,906 from 2,928
Change+2,978 (+102%)
Value$695.5K (+$330.3K)
Filed 2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED
Shares5,891 from 6,173
Change-282 (-5%)
Value$693.8K (-$76.4K)
Filed 2026-10-14
Benson Investment Management Company, Inc.
INCREASED
Shares5,700 from 5,200
Change+500 (+10%)
Value$671.3K (+$22.5K)
Filed 2026-10-13
Nova R Wealth, Inc.
DECREASED
Shares5,656 from 7,263
Change-1,607 (-22%)
Value$666.2K (-$240.0K)
Filed 2026-10-26
Cardinal Point Capital Management ULC
UNCHANGED
Shares5,610 from 5,610
Change0 (0%)
Value$660.7K (-$39.2K)
Filed 2026-10-21
WealthSpring Partners, LLC
NEW
Shares5,578
Change+5,578
Value$656.9K
Filed 2026-10-14
Master's Wealth Management Inc.
INCREASED
Shares5,525 from 4,459
Change+1,066 (+24%)
Value$650.7K (+$94.4K)
Filed 2026-10-22
Beacon Financial Planning, Inc
NEW
Shares5,403
Change+5,403
Value$636.4K
Filed 2026-11-04
NWF Advisory Services Inc.
INCREASED
Shares5,343 from 5,239
Change+104 (+2%)
Value$629.2K (-$24.4K)
Filed 2026-10-19
PCG Asset Management, LLC
NEW
Shares5,340
Change+5,340
Value$628.9K
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares5,332 from 4,838
Change+494 (+10%)
Value$627.9K (+$24.3K)
Filed 2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares5,330 from 5,245
Change+85 (+2%)
Value$627.7K (-$26.7K)
Filed 2026-10-09
M Wealth Management, LLC
DECREASED
Shares5,309 from 5,709
Change-400 (-7%)
Value$625.2K (-$87.0K)
Filed 2026-10-14
Selective Wealth Management, Inc.
INCREASED
Shares5,308 from 4,857
Change+451 (+9%)
Value$639.3K (+$30.5K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares5,308 from 5,619
Change-311 (-6%)
Value$625.1K (-$75.9K)
Filed 2026-10-28
Marino, Stram & Associates LLC
INCREASED
Shares5,281 from 4,065
Change+1,216 (+30%)
Value$621.9K (+$114.8K)
Filed 2026-10-22
Balance Wealth Partners LLC
INCREASED
Shares5,253 from 4,531
Change+722 (+16%)
Value$618.6K (+$53.3K)
Filed 2026-10-27
Macco Financial Group, Inc.
INCREASED
Shares5,220 from 4,594
Change+626 (+14%)
Value$614.8K (+$41.6K)
Filed 2026-11-05
Redwood Park Advisors LLC
INCREASED
Shares5,071 from 5,054
Change+17 (+0%)
Value$597.2K (-$33.3K)
Filed 2026-11-02
Autumn Glory Partners, LLC
UNCHANGED
Shares5,046 from 5,046
Change0 (0%)
Value$594.3K (-$35.3K)
Filed 2026-10-26
CGN Advisors LLC
DECREASED
Shares4,992 from 5,121
Change-129 (-3%)
Value$587.9K (-$51.0K)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares4,985 from 4,759
Change+226 (+5%)
Value$601.2K (+$11.4K)
Filed 2026-10-20
Strategent Financial, LLC
INCREASED
Shares4,978 from 4,669
Change+309 (+7%)
Value$586.3K (+$3.8K)
Filed 2026-10-30
Next Level Private LLC
INCREASED
Shares4,946 from 3,886
Change+1,060 (+27%)
Value$582.5K (+$97.7K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$577.1K (-$34.2K)
Filed 2026-10-29
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares4,884 from 4,884
Change0 (0%)
Value$575.2K (-$34.1K)
Filed 2026-10-19
JIM Saulnier & Associates, LLC
INCREASED
Shares4,882 from 4,869
Change+13 (+0%)
Value$575.0K (-$32.5K)
Filed 2026-11-04
Cushing Capital Partners, LLC
INCREASED
Shares4,836 from 2,865
Change+1,971 (+69%)
Value$569.5K (+$212.1K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
INCREASED
Shares4,762 from 4,047
Change+715 (+18%)
Value$560.8K (+$55.9K)
Filed 2026-10-16
Financial Symmetry Inc
DECREASED
Shares4,694 from 4,696
Change-2 (0%)
Value$552.8K (-$33.1K)
Filed 2026-10-06
Cypress Wealth Services, LLC
DECREASED
Shares4,653 from 4,666
Change-13 (0%)
Value$560.6K (-$21.6K)
Filed 2026-10-21
Lodestone Wealth Management LLC
INCREASED
Shares4,615 from 820
Change+3,795 (+463%)
Value$543.5K (+$441.3K)
Filed 2026-10-14
Accredited Investors Inc.
INCREASED
Shares4,599 from 4,411
Change+188 (+4%)
Value$541.6K (-$8.7K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares4,599 from 4,553
Change+46 (+1%)
Value$541.7K (-$26.4K)
Filed 2026-10-08
Heritage Investment Group, Inc.
UNCHANGED
Shares4,562 from 4,562
Change0 (0%)
Value$537.3K (-$31.9K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,561 from 5,285
Change-724 (-14%)
Value$537.1K (-$122.3K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares4,496 from 5,851
Change-1,355 (-23%)
Value$529.6K (-$200.5K)
Filed 2026-11-04
Bestgate Wealth Advisors, LLC
INCREASED
Shares4,478 from 1,790
Change+2,688 (+150%)
Value$527.4K (+$304.1K)
Filed 2026-10-13
Stevens Capital Partners
INCREASED
Shares4,457 from 3,368
Change+1,089 (+32%)
Value$524.9K (+$104.8K)
Filed 2026-10-29
Breakwater Capital Group
INCREASED
Shares4,421 from 4,168
Change+253 (+6%)
Value$520.6K (+$628)
Filed 2026-10-09
Decker Retirement Planning Inc.
INCREASED
Shares4,421 from 4,390
Change+31 (+1%)
Value$520.7K (-$27.0K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
INCREASED
Shares4,378 from 4,093
Change+285 (+7%)
Value$515.6K (+$4.9K)
Filed 2026-10-21
BancFirst Trust & Investment Management
INCREASED
Shares4,356 from 4,341
Change+15 (+0%)
Value$517.4K (-$23.8K)
Filed 2026-10-30
Well Done, LLC
NEW
Shares4,323
Change+4,323
Value$509.1K
Filed 2026-10-20
Klaas Financial Asset Advisors, LLC
DECREASED
Shares4,322 from 4,574
Change-252 (-6%)
Value$509.0K (-$61.7K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares4,306 from 4,302
Change+4 (+0%)
Value$507.1K (-$29.5K)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares4,264
Change+4,264
Value$502.2K
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares4,154
Change+4,154
Value$489.2K
Filed 2026-10-21
Andrews, Lucia Wealth Management LLC
INCREASED
Shares4,149 from 3,664
Change+485 (+13%)
Value$488.6K (+$31.5K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares4,145 from 163
Change+3,982 (+2443%)
Value$488.2K (+$467.8K)
Filed 2026-10-22
Triad Wealth Partners, LLC
NEW
Shares4,144
Change+4,144
Value$488.0K
Filed 2026-10-26
Jm2 Capital Inc.
INCREASED
Shares4,136 from 3,512
Change+624 (+18%)
Value$487.1K (+$48.9K)
Filed 2026-10-14
Hohimer Wealth Management, LLC
UNCHANGED
Shares4,074 from 4,074
Change0 (0%)
Value$479.8K (-$28.5K)
Filed 2026-11-04
BAM Wealth Management, LLC
INCREASED
Shares4,034 from 3,998
Change+36 (+1%)
Value$475.1K (-$23.7K)
Filed 2026-10-15
GEN Financial Management, Inc.
UNCHANGED
Shares4,014 from 4,014
Change0 (0%)
Value$472.7K (-$28.1K)
Filed 2026-10-13
Bannerman Wealth Management Group, LLC
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$471.2K (-$28.0K)
Filed 2026-10-09
FCG Investment Co
INCREASED
Shares3,974 from 3,033
Change+941 (+31%)
Value$468.0K (+$89.6K)
Filed 2026-10-13
Trellis Wealth Advisors LLC
INCREASED
Shares3,942 from 3,929
Change+13 (+0%)
Value$464.3K (-$25.9K)
Filed 2026-10-19
PUREfi Wealth, LLC
NEW
Shares3,938
Change+3,938
Value$463.8K
Filed 2026-10-19
Huntleigh Advisors, Inc.
INCREASED
Shares3,892 from 3,120
Change+772 (+25%)
Value$458.4K (+$69.1K)
Filed 2026-11-03
Santori & Peters, Inc.
INCREASED
Shares3,890 from 3,545
Change+345 (+10%)
Value$458.1K (+$15.9K)
Filed 2026-10-26
Quantum Financial Partners LLC
INCREASED
Shares3,884 from 3,444
Change+440 (+13%)
Value$457.4K (+$27.8K)
Filed 2026-10-19
Ritholtz Wealth Management
INCREASED
Shares3,872 from 3,845
Change+27 (+1%)
Value$456.0K (-$23.6K)
Filed 2026-11-05
Rinkey Investments
INCREASED
Shares3,864 from 3,716
Change+148 (+4%)
Value$455.1K (-$8.5K)
Filed 2026-10-28
Manchester Financial Inc
NEW
Shares3,853
Change+3,853
Value$453.7K
Filed 2026-10-15
QTR Family Wealth, LLC
INCREASED
Shares3,853 from 1,838
Change+2,015 (+110%)
Value$453.8K (+$224.5K)
Filed 2026-11-02
Flagstar Securities, Inc
NEW
Shares3,845
Change+3,845
Value$452.8K
Filed 2026-10-15
J.M. Arbour, LLC
DECREASED
Shares3,840 from 3,949
Change-109 (-3%)
Value$452.2K (-$40.4K)
Filed 2026-11-05
Sensible Money, LLC
INCREASED
Shares3,811 from 2,262
Change+1,549 (+68%)
Value$448.8K (+$166.7K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
DECREASED
Shares3,794 from 3,795
Change-1 (0%)
Value$446.8K (-$26.6K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
NEW
Shares3,765
Change+3,765
Value$443.4K
Filed 2026-11-02
Mcdonald Partners LLC
NEW
Shares3,739
Change+3,739
Value$440.3K
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares3,689 from 3,390
Change+299 (+9%)
Value$434.6K (+$11.6K)
Filed 2026-10-29
Narus Financial Partners, LLC
NEW
Shares3,668
Change+3,668
Value$432.0K
Filed 2026-10-19
Stewardship Concepts Financial Services LLC
INCREASED
Shares3,667 from 3,666
Change+1 (+0%)
Value$431.9K (-$25.5K)
Filed 2026-10-06
Brickley Wealth Management
UNCHANGED
Shares3,662 from 3,662
Change0 (0%)
Value$431.3K (-$25.6K)
Filed 2026-11-04
Prosperity Advisers, LLC
NEW
Shares3,529
Change+3,529
Value$415.6K
Filed 2026-10-28
Advisory Resource Group
DECREASED
Shares3,520 from 4,526
Change-1,006 (-22%)
Value$414.6K (-$150.1K)
Filed 2026-10-26
CWC Advisors, Llc.
INCREASED
Shares3,506 from 3,410
Change+96 (+3%)
Value$412.9K (-$12.5K)
Filed 2026-10-15
Prosperitas Financial LLC
INCREASED
Shares3,468 from 3,324
Change+144 (+4%)
Value$408.4K (-$6.3K)
Filed 2026-10-28
Madrid Wealth Management, LLC
DECREASED
Shares3,466 from 3,567
Change-101 (-3%)
Value$408.2K (-$36.8K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares3,421 from 6,820
Change-3,399 (-50%)
Value$402.9K (-$448.1K)
Filed 2026-10-30
Garde Capital, Inc.
UNCHANGED
Shares3,374 from 3,374
Change0 (0%)
Value$397.4K (-$23.6K)
Filed 2026-10-29
Stewardship Advisors, LLC
DECREASED
Shares3,356 from 3,396
Change-40 (-1%)
Value$395.2K (-$28.4K)
Filed 2026-10-20
Cora Capital Advisors LLC
UNCHANGED
Shares3,303 from 3,303
Change0 (0%)
Value$389.0K (-$23.1K)
Filed 2026-11-02
One Way Holdings LLC
DECREASED
Shares3,243 from 3,953
Change-710 (-18%)
Value$381.9K (-$111.2K)
Filed 2026-10-29
Baker Ellis Asset Management LLC
UNCHANGED
Shares3,230 from 3,230
Change0 (0%)
Value$380.4K (-$22.6K)
Filed 2026-10-14
Balboa Wealth Partners
INCREASED
Shares3,214 from 3,212
Change+2 (+0%)
Value$378.6K (-$22.2K)
Filed 2026-10-20
Flaharty Asset Management, LLC
DECREASED
Shares3,196 from 14,622
Change-11,426 (-78%)
Value$383.6K (-$1.4M)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
NEW
Shares3,172
Change+3,172
Value$373.6K
Filed 2026-10-21
International Assets Investment Management, LLC
INCREASED
Shares3,161 from 3,001
Change+160 (+5%)
Value$376.5K (+$3.3K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares3,081 from 3,131
Change-50 (-2%)
Value$362.9K (-$27.8K)
Filed 2026-10-22
Legacy Financial Strategies, LLC
INCREASED
Shares3,076 from 3,071
Change+5 (+0%)
Value$362.3K (-$20.9K)
Filed 2026-10-15
rebel Financial LLC
DECREASED
Shares3,067 from 34,102
Change-31,035 (-91%)
Value$361.2K (-$3.9M)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares3,023 from 2,775
Change+248 (+9%)
Value$356.0K (+$9.8K)
Filed 2026-10-28
Aureum Wealth Management, LLC
DECREASED
Shares3,014 from 3,616
Change-602 (-17%)
Value$355.0K (-$96.2K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares2,965 from 3,042
Change-77 (-3%)
Value$353.3K (-$25.1K)
Filed 2026-10-16
Univest Financial Corp
UNCHANGED
Shares2,951 from 2,951
Change0 (0%)
Value$347.5K (-$20.6K)
Filed 2026-11-05
Cassilly Financial Group LLC
DECREASED
Shares2,948 from 3,148
Change-200 (-6%)
Value$347.2K (-$45.5K)
Filed 2026-10-07
Dala Group, LLC
INCREASED
Shares2,937 from 2,847
Change+90 (+3%)
Value$345.9K (-$9.2K)
Filed 2026-10-29
Essex Bank
UNCHANGED
Shares2,919 from 2,919
Change0 (0%)
Value$343.8K (-$20.4K)
Filed 2026-10-16
Matrix Trust Co
DECREASED
Shares2,872 from 3,068
Change-196 (-6%)
Value$338.0K (-$45.0K)
Filed 2026-10-07
Coquina Private Wealth LLC
DECREASED
Shares2,828 from 3,052
Change-224 (-7%)
Value$333.0K (-$47.7K)
Filed 2026-10-27
Gibbs Wealth Management
NEW
Shares2,826
Change+2,826
Value$332.8K
Filed 2026-10-22
Global Wealth Management, LLC
INCREASED
Shares2,788 from 2,784
Change+4 (+0%)
Value$328.3K (-$19.0K)
Filed 2026-10-15
Ethic Inc.
INCREASED
Shares2,765 from 1,756
Change+1,009 (+57%)
Value$325.7K (+$106.6K)
Filed 2026-11-03
Global Trust Wealth Management LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$323.9K (-$19.2K)
Filed 2026-10-14
Keystone Wealth Services, LLC
NEW
Shares2,720
Change+2,720
Value$323.1K
Filed 2026-11-03
Aspiriant, LLC
INCREASED
Shares2,686 from 1,931
Change+755 (+39%)
Value$316.3K (+$75.4K)
Filed 2026-10-16
LifeGoal Investments, LLC
INCREASED
Shares2,662 from 1,697
Change+965 (+57%)
Value$313.5K (+$101.8K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,636 from 2,582
Change+54 (+2%)
Value$310.5K (-$11.6K)
Filed 2026-10-29
Americana Partners, LLC
INCREASED
Shares2,587 from 2,257
Change+330 (+15%)
Value$304.6K (+$23.1K)
Filed 2026-10-28
Robinswood Financial LLC
DECREASED
Shares2,584 from 2,877
Change-293 (-10%)
Value$309.2K (-$49.8K)
Filed 2026-10-20
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares2,477 from 2,477
Change0 (0%)
Value$291.7K (-$17.3K)
Filed 2026-10-29
Investment Research & Advisory Group, Inc.
INCREASED
Shares2,474 from 2,344
Change+130 (+6%)
Value$291.3K (-$1.1K)
Filed 2026-10-19
Family Legacy, Inc.
INCREASED
Shares2,432 from 2,290
Change+142 (+6%)
Value$286.4K (+$717)
Filed 2026-10-13
Base Wealth Management LLC
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$286.4K (-$17.0K)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares2,393 from 2,216
Change+177 (+8%)
Value$281.8K (+$5.4K)
Filed 2026-10-21
Sharper & Granite LLC
INCREASED
Shares2,387 from 2,377
Change+10 (+0%)
Value$263.7K (-$32.9K)
Filed 2026-11-02
LJI Wealth Management, LLC
DECREASED
Shares2,349 from 6,328
Change-3,979 (-63%)
Value$276.7K (-$512.8K)
Filed 2026-10-28
Chapin Davis, Inc.
INCREASED
Shares2,340 from 2,305
Change+35 (+2%)
Value$275.6K (-$12.0K)
Filed 2026-10-09
Mainsail Asset Management, LLC
INCREASED
Shares2,330 from 2,259
Change+71 (+3%)
Value$280.7K (-$2.5K)
Filed 2026-10-14
John W. Brooker & Co., CPAs
DECREASED
Shares2,328 from 2,434
Change-106 (-4%)
Value$274.2K (-$29.5K)
Filed 2026-10-21
Whelan Financial
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$272.0K (-$16.1K)
Filed 2026-10-28
First Premier Bank
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$267.0K (-$16.0K)
Filed 2026-10-13
Intelligent Financial Strategies
INCREASED
Shares2,242 from 2,241
Change+1 (+0%)
Value$264.1K (-$15.5K)
Filed 2026-10-16
Capital Square, LLC
INCREASED
Shares2,239 from 1,812
Change+427 (+24%)
Value$263.7K (+$39.1K)
Filed 2026-10-19
Epiq Partners, LLC
INCREASED
Shares2,148 from 1,641
Change+507 (+31%)
Value$252.9K (+$48.2K)
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares2,092
Change+2,092
Value$246.4K
Filed 2026-10-27
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares2,077 from 2,396
Change-319 (-13%)
Value$244.6K (-$54.3K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares2,068 from 1,746
Change+322 (+18%)
Value$243.5K (+$25.8K)
Filed 2026-10-23
TMB Capital Partners, LLC
INCREASED
Shares2,058 from 1,857
Change+201 (+11%)
Value$242.3K (+$10.7K)
Filed 2026-10-20
Ballew Advisors, Inc
NEW
Shares2,046
Change+2,046
Value$245.6K
Filed 2026-10-05
ADG Wealth Management Group, LLC
UNCHANGED
Shares1,996 from 1,996
Change0 (0%)
Value$235.1K (-$14.0K)
Filed 2026-10-23
Truefg, LLC
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$234.4K (-$13.9K)
Filed 2026-10-15
Grant Private Wealth Management Inc
DECREASED
Shares1,963 from 2,272
Change-309 (-14%)
Value$231.2K (-$52.3K)
Filed 2026-10-19
Cannon Advisors, Inc.
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$233.9K (-$6.7K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares1,915 from 324
Change+1,591 (+491%)
Value$225.5K (+$185.1K)
Filed 2026-10-26
Oath Planning, LLC
INCREASED
Shares1,909 from 1,908
Change+1 (+0%)
Value$224.9K (-$13.2K)
Filed 2026-10-20
Novem Group
NEW
Shares1,883
Change+1,883
Value$221.8K
Filed 2026-10-19
Sapient Capital LLC
DECREASED
Shares1,870 from 1,972
Change-102 (-5%)
Value$220.2K (-$25.8K)
Filed 2026-10-08
Baxter Bros Inc
NEW
Shares1,860
Change+1,860
Value$219.1K
Filed 2026-11-04
Atlas Private Wealth Advisors
NEW
Shares1,852
Change+1,852
Value$218.1K
Filed 2026-10-23
Acropolis Investment Management, LLC
DECREASED
Shares1,847 from 2,240
Change-393 (-18%)
Value$217.5K (-$62.0K)
Filed 2026-10-08
SeaBridge Investment Advisors LLC
NEW
Shares1,836
Change+1,836
Value$216.2K
Filed 2026-11-02
Pinion Investment Advisors, LLC
DECREASED
Shares1,825 from 1,863
Change-38 (-2%)
Value$215.0K (-$17.5K)
Filed 2026-11-04
Csenge Advisory Group
NEW
Shares1,812
Change+1,812
Value$213.4K
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares1,808 from 137
Change+1,671 (+1220%)
Value$212.9K (+$195.8K)
Filed 2026-11-05
Vann Equity Management LLC
INCREASED
Shares1,803 from 1,767
Change+36 (+2%)
Value$212.3K (-$8.1K)
Filed 2026-10-08
Ferguson Wellman Capital Management, Inc
DECREASED
Shares1,791 from 2,023
Change-232 (-11%)
Value$210.9K (-$41.5K)
Filed 2026-10-05
Financial Network Wealth Advisors LLC
INCREASED
Shares1,771 from 1,755
Change+16 (+1%)
Value$208.6K (-$10.4K)
Filed 2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$214.1K (-$8.8K)
Filed 2026-10-21
Aspen Investment Management Inc
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$208.0K (-$13.0K)
Filed 2026-11-05
Fermata Advisors, LLC
DECREASED
Shares1,761 from 1,835
Change-74 (-4%)
Value$207.3K (-$21.6K)
Filed 2026-10-13
Trust Co of Vermont
DECREASED
Shares1,757 from 1,937
Change-180 (-9%)
Value$206.9K (-$34.7K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
DECREASED
Shares1,720 from 1,776
Change-56 (-3%)
Value$202.6K (-$19.0K)
Filed 2026-11-03
Magnus Financial Group LLC
NEW
Shares1,716
Change+1,716
Value$202.1K
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares1,681 from 779
Change+902 (+116%)
Value$200.3K (+$103.1K)
Filed 2026-10-15
Adkins Seale Capital Management LLC
NEW
Shares1,663
Change+1,663
Value$195.9K
Filed 2026-10-27
Avion Wealth
DECREASED
Shares1,523 from 2,923
Change-1,400 (-48%)
Value$179.0K (-$185.0K)
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares1,502 from 949
Change+553 (+58%)
Value$176.9K (+$58.5K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$163.7K (-$9.7K)
Filed 2026-10-30
Arlington Trust Co LLC
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$134.8K (-$8.0K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares1,113 from 2,673
Change-1,560 (-58%)
Value$131.1K (-$202.4K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
UNCHANGED
Shares1,093 from 1,093
Change0 (0%)
Value$128.7K (-$7.6K)
Filed 2026-10-26
GGM Financial LLC
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$118.4K (-$7.0K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
NEW
Shares990
Change+990
Value$116.6K
Filed 2026-10-13
Nemes Rush Group LLC
DECREASED
Shares891 from 901
Change-10 (-1%)
Value$105.0K (-$7.5K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$97.0K (-$5.8K)
Filed 2026-10-21
MidAtlantic Capital Management, Inc.
NEW
Shares731
Change+731
Value$86.1K
Filed 2026-11-05
Clayton Financial Group LLC
NEW
Shares701
Change+701
Value$82.6K
Filed 2026-10-13
First Command Advisory Services, Inc.
DECREASED
Shares679 from 952
Change-273 (-29%)
Value$79.1K (-$39.6K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$78.6K (-$4.7K)
Filed 2026-10-05
Provenance Wealth Advisors, LLC
NEW
Shares666
Change+666
Value$78.4K
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares655 from 601
Change+54 (+9%)
Value$77.1K (+$2.2K)
Filed 2026-11-03
Atwood & Palmer Inc
INCREASED
Shares610 from 607
Change+3 (+0%)
Value$71.8K (-$4.0K)
Filed 2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$71.7K (-$4.3K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
DECREASED
Shares606 from 623
Change-17 (-3%)
Value$71.4K (-$6.3K)
Filed 2026-10-28
Sfam, LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$67.7K (-$4.0K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares568 from 58
Change+510 (+879%)
Value$66.9K (+$59.7K)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$66.3K (-$3.9K)
Filed 2026-10-19
POM Investment Strategies, LLC
INCREASED
Shares552 from 359
Change+193 (+54%)
Value$65.1K (+$20.3K)
Filed 2026-10-20
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$65.9K (-$1.5K)
Filed 2026-10-29
NorthAvenue LLC
DECREASED
Shares537 from 577
Change-40 (-7%)
Value$63.2K (-$8.7K)
Filed 2026-10-29
CX Institutional
INCREASED
Shares502 from 439
Change+63 (+14%)
Value$59 (-$54.9K)
Filed 2026-10-02
Centerpoint Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$59.0K (-$3.0K)
Filed 2026-11-05
West Paces Advisors Inc.
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$58.4K (-$3.5K)
Filed 2026-10-13
Vision Financial Markets LLC
DECREASED
Shares487 from 595
Change-108 (-18%)
Value$57.9K (-$16.1K)
Filed 2026-10-22
Kingdom Financial Group Llc.
INCREASED
Shares472 from 46
Change+426 (+926%)
Value$55.6K (+$49.9K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares467 from 441
Change+26 (+6%)
Value$55.0K (-$20)
Filed 2026-10-14
Burkett Financial Services, LLC
NEW
Shares456
Change+456
Value$53.7K
Filed 2026-10-01
Valley National Advisers Inc
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$48.8K (-$2.9K)
Filed 2026-10-23
Country Trust Bank
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$47.0K (-$2.8K)
Filed 2026-10-30
Chapman Financial Group, LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$46.9K (-$2.8K)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$44.9K (-$2.7K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED
Shares373 from 372
Change+1 (+0%)
Value$44.0K (-$2.5K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares369 from 351
Change+18 (+5%)
Value$43.4K (-$324)
Filed 2026-10-26
Blue Trust, Inc.
NEW
Shares364
Change+364
Value$42.9K
Filed 2026-10-15
SJS Investment Consulting Inc.
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$39.3K (-$2.3K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares322 from 162
Change+160 (+99%)
Value$37.9K (+$17.7K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$36.8K (-$2.2K)
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
NEW
Shares304
Change+304
Value$35.8K
Filed 2026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$35.6K (-$2.1K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
DECREASED
Shares301 from 3,929
Change-3,628 (-92%)
Value$35.5K (-$454.7K)
Filed 2026-10-07
Lloyd Advisory Services, Llc.
DECREASED
Shares290 from 328
Change-38 (-12%)
Value$34.1K (-$6.8K)
Filed 2026-11-02
Your Advocates Ltd., LLP
INCREASED
Shares254 from 253
Change+1 (+0%)
Value$29.9K (-$1.7K)
Filed 2026-11-03
Simplex Trading, LLC
DECREASED
Shares253 from 625
Change-372 (-60%)
Value$29.8K (-$48.2K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
DECREASED
Shares242 from 248
Change-6 (-2%)
Value$28.5K (-$2.4K)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares240 from 239
Change+1 (+0%)
Value$28.3K (-$1.6K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$26.9K (-$1.6K)
Filed 2026-11-03
Morling Financial Advisors, LLC
NEW
Shares222
Change+222
Value$26.1K
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$25.7K (-$1.5K)
Filed 2026-11-03
Bernzott Capital Advisors
NEW
Shares200
Change+200
Value$23.6K
Filed 2026-10-29
Evermay Wealth Management LLC
NEW
Shares174
Change+174
Value$20.5K
Filed 2026-11-05
RMG Wealth Management LLC
NEW
Shares169
Change+169
Value$20.6K
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
NEW
Shares138
Change+138
Value$16.6K
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
NEW
Shares133
Change+133
Value$15.7K
Filed 2026-10-29
Tounjian Advisory Partners, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$15.4K (-$861)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$15.0K (-$888)
Filed 2026-10-16
StrongBox Wealth, LLC
DECREASED
Shares124 from 128
Change-4 (-3%)
Value$14.6K (-$1.4K)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$14.0K (-$831)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$12.4K (-$734)
Filed 2026-10-08
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares97
Change+97
Value$11
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares97
Change+97
Value$11.4K
Filed 2026-10-09
Cape Investment Advisory, Inc.
DECREASED
Shares97 from 204
Change-107 (-52%)
Value$11.4K (-$14.0K)
Filed 2026-10-13
Southern Michigan Bank & Trust
NEW
Shares96
Change+96
Value$11.3K
Filed 2026-10-19
Maseco LLP
NEW
Shares93
Change+93
Value$11.0K
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$10.8K (-$388)
Filed 2026-10-16
Oakworth Capital, Inc.
NEW
Shares88
Change+88
Value$10.4K
Filed 2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$10.0K (-$595)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$9.7K (-$540)
Filed 2026-10-29
Three Bridge Wealth Advisors, LLC
NEW
Shares80
Change+80
Value$9.4K
Filed 2026-11-05
Pioneer Family Office, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$7.9K (-$468)
Filed 2026-10-30
Thompson Investment Management, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$7.4K (-$440)
Filed 2026-10-14
Archer Investment Corp
NEW
Shares55
Change+55
Value$6.5K
Filed 2026-11-05
Vermillion Wealth Management, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$6.4K (-$377)
Filed 2026-10-26
Nfsg Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.9K (-$349)
Filed 2026-10-15
First Pacific Financial
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.3K (-$238)
Filed 2026-10-14
IMG Wealth Management, Inc.
NEW
Shares33
Change+33
Value$3.9K
Filed 2026-10-27
Richardson Financial Services Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.5K (-$147)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares16
Change+16
Value$1.9K
Filed 2026-11-03
Davis Capital Management
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.3K (-$72)
Filed 2026-10-08
Tradewinds Capital Management, LLC
NEW
Shares10
Change+10
Value$1.2K
Filed 2026-10-23
Spurstone Advisory Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$715 (-$31)
Filed 2026-11-02
Hurley Capital, LLC
NEW
Shares4
Change+4
Value$471
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$236 (-$14)
Filed 2026-11-02
Gen-Wealth Partners Inc
NEW
Shares0
Change0
Value$46
Filed 2026-11-04
Johnson Financial Group, LLC
CLOSED
Shares0 from 11,245
Change-11,245 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 7,807
Change-7,807 (-100%)
Value$0 (-$974.0K)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 4,469
Change-4,469 (-100%)
Value$0 (-$555.8K)
Filed 2026-10-16
Citizens Financial Group Inc
CLOSED
Shares0 from 2,891
Change-2,891 (-100%)
Value$0 (-$360.7K)
Filed 2026-10-23
Mission Wealth Management, LP
CLOSED
Shares0 from 2,522
Change-2,522 (-100%)
Value$0 (-$314.7K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Long Beach
CLOSED
Shares0 from 2,260
Change-2,260 (-100%)
Value$0 (-$282.0K)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
CLOSED
Shares0 from 2,194
Change-2,194 (-100%)
Value$0 (-$273.7K)
Filed 2026-10-27
Fortune Financial Group, Inc.
CLOSED
Shares0 from 2,165
Change-2,165 (-100%)
Value$0 (-$270.2K)
Filed 2026-10-22
Avestar Capital, LLC
CLOSED
Shares0 from 2,039
Change-2,039 (-100%)
Value$0 (-$254.4K)
Filed 2026-10-28
Park State Asset Management
CLOSED
Shares0 from 1,697
Change-1,697 (-100%)
Value$0 (-$211.7K)
Filed 2026-11-02
Innovative Wealth Building LLC
CLOSED
Shares0 from 1,664
Change-1,664 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-14
Todd Wealth Management, LLC
CLOSED
Shares0 from 1,645
Change-1,645 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,108
Change-1,108 (-100%)
Value$0 (-$138.2K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$34.3K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$31.2K)
Filed 2026-10-28
Key Capital Management, Inc
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-03
Markowski Investments
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-30
Salem Investment Counselors Inc
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-13
LPL Financial LLC
N/A
Shares— from 7,864,486
Change-7,864,486 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,563,363
Change-6,563,363 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,459,279
Change-3,459,279 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,408,496
Change-3,408,496 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,091,988
Change-3,091,988 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,999,892
Change-2,999,892 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,824,089
Change-2,824,089 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,653,956
Change-2,653,956 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,613,184
Change-2,613,184 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,398,665
Change-2,398,665 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,285,615
Change-2,285,615 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,929,481
Change-1,929,481 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,801,650
Change-1,801,650 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,607,642
Change-1,607,642 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,433,034
Change-1,433,034 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,300,542
Change-1,300,542 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,063,743
Change-1,063,743 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,060,508
Change-1,060,508 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,034,018
Change-1,034,018 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,021,939
Change-1,021,939 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 969,133
Change-969,133 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 948,506
Change-948,506 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 918,011
Change-918,011 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 749,891
Change-749,891 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 685,640
Change-685,640 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 682,657
Change-682,657 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 618,166
Change-618,166 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 545,956
Change-545,956 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 545,414
Change-545,414 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 526,841
Change-526,841 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 525,630
Change-525,630 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 507,078
Change-507,078 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 497,164
Change-497,164 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 446,377
Change-446,377 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 440,829
Change-440,829 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 434,760
Change-434,760 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 411,350
Change-411,350 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 362,254
Change-362,254 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 338,946
Change-338,946 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 328,545
Change-328,545 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 307,011
Change-307,011 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 306,724
Change-306,724 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 293,796
Change-293,796 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 287,140
Change-287,140 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 281,331
Change-281,331 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 275,637
Change-275,637 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 270,692
Change-270,692 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 269,698
Change-269,698 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 261,635
Change-261,635 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 249,625
Change-249,625 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 238,894
Change-238,894 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 231,550
Change-231,550 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 224,884
Change-224,884 (-100%)
Value—
&partners
N/A
Shares— from 223,710
Change-223,710 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 215,990
Change-215,990 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 214,617
Change-214,617 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 212,533
Change-212,533 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 210,495
Change-210,495 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 206,450
Change-206,450 (-100%)
Value—
Stephens Inc
N/A
Shares— from 198,515
Change-198,515 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 196,622
Change-196,622 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 195,616
Change-195,616 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 190,859
Change-190,859 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 190,592
Change-190,592 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 185,857
Change-185,857 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 184,679
Change-184,679 (-100%)
Value—
Betterment LLC
N/A
Shares— from 184,325
Change-184,325 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 181,132
Change-181,132 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 178,008
Change-178,008 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 174,504
Change-174,504 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 173,695
Change-173,695 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 173,101
Change-173,101 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 172,874
Change-172,874 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 170,148
Change-170,148 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 167,233
Change-167,233 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 157,475
Change-157,475 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 157,283
Change-157,283 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 154,836
Change-154,836 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 151,541
Change-151,541 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 150,051
Change-150,051 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 148,410
Change-148,410 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 148,246
Change-148,246 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 147,927
Change-147,927 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 137,785
Change-137,785 (-100%)
Value—
Nwam LLC
N/A
Shares— from 137,469
Change-137,469 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 134,010
Change-134,010 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 129,826
Change-129,826 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 129,081
Change-129,081 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 128,141
Change-128,141 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 127,675
Change-127,675 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 125,025
Change-125,025 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 123,740
Change-123,740 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 122,961
Change-122,961 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 122,946
Change-122,946 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 122,855
Change-122,855 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 121,517
Change-121,517 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 121,361
Change-121,361 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 120,060
Change-120,060 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 118,831
Change-118,831 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 116,734
Change-116,734 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 115,160
Change-115,160 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 113,757
Change-113,757 (-100%)
Value—
Commerce Bank
N/A
Shares— from 112,347
Change-112,347 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 110,571
Change-110,571 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 110,273
Change-110,273 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 109,114
Change-109,114 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 108,656
Change-108,656 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 107,389
Change-107,389 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 107,107
Change-107,107 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 107,080
Change-107,080 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 107,050
Change-107,050 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 104,901
Change-104,901 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 104,035
Change-104,035 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 103,520
Change-103,520 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 103,370
Change-103,370 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 100,652
Change-100,652 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 100,036
Change-100,036 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 96,689
Change-96,689 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 96,555
Change-96,555 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 94,547
Change-94,547 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 94,529
Change-94,529 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 93,956
Change-93,956 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 93,148
Change-93,148 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 91,438
Change-91,438 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 90,770
Change-90,770 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 90,333
Change-90,333 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 89,988
Change-89,988 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 89,950
Change-89,950 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 89,194
Change-89,194 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 88,970
Change-88,970 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 88,790
Change-88,790 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 88,407
Change-88,407 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 87,642
Change-87,642 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 87,426
Change-87,426 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 86,680
Change-86,680 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 85,324
Change-85,324 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 85,116
Change-85,116 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 83,881
Change-83,881 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 79,581
Change-79,581 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 79,536
Change-79,536 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 79,100
Change-79,100 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 78,939
Change-78,939 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 78,710
Change-78,710 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 78,452
Change-78,452 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 75,406
Change-75,406 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 75,403
Change-75,403 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 72,006
Change-72,006 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 71,494
Change-71,494 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 71,391
Change-71,391 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 70,359
Change-70,359 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 70,105
Change-70,105 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 69,678
Change-69,678 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 69,236
Change-69,236 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 69,097
Change-69,097 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 68,170
Change-68,170 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 68,100
Change-68,100 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 68,093
Change-68,093 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 67,429
Change-67,429 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 66,121
Change-66,121 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 65,180
Change-65,180 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 64,628
Change-64,628 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 64,427
Change-64,427 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 64,214
Change-64,214 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 62,633
Change-62,633 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 61,958
Change-61,958 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 61,958
Change-61,958 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 60,837
Change-60,837 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 60,498
Change-60,498 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 57,654
Change-57,654 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 57,318
Change-57,318 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 56,925
Change-56,925 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 56,923
Change-56,923 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 56,400
Change-56,400 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 55,342
Change-55,342 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 54,775
Change-54,775 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 54,765
Change-54,765 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 54,610
Change-54,610 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 54,198
Change-54,198 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 53,906
Change-53,906 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 53,728
Change-53,728 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 52,660
Change-52,660 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 52,364
Change-52,364 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 51,585
Change-51,585 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 48,709
Change-48,709 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 47,706
Change-47,706 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 47,692
Change-47,692 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 46,252
Change-46,252 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 45,388
Change-45,388 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 45,096
Change-45,096 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 43,980
Change-43,980 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 42,827
Change-42,827 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 42,687
Change-42,687 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 41,841
Change-41,841 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 41,272
Change-41,272 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 40,913
Change-40,913 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 40,711
Change-40,711 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 40,523
Change-40,523 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 40,284
Change-40,284 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 39,354
Change-39,354 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 39,290
Change-39,290 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 38,129
Change-38,129 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 37,981
Change-37,981 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 37,976
Change-37,976 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 37,484
Change-37,484 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 37,158
Change-37,158 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 36,609
Change-36,609 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 36,508
Change-36,508 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 36,284
Change-36,284 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 35,537
Change-35,537 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 35,297
Change-35,297 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 34,778
Change-34,778 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 34,018
Change-34,018 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,826
Change-33,826 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 33,721
Change-33,721 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 33,500
Change-33,500 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 33,024
Change-33,024 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 32,574
Change-32,574 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 32,452
Change-32,452 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 31,878
Change-31,878 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 31,795
Change-31,795 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 31,722
Change-31,722 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 31,470
Change-31,470 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 30,871
Change-30,871 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 30,550
Change-30,550 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 29,743
Change-29,743 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 29,490
Change-29,490 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 28,898
Change-28,898 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 26,855
Change-26,855 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 26,684
Change-26,684 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 26,212
Change-26,212 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 25,444
Change-25,444 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 25,307
Change-25,307 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 24,324
Change-24,324 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 24,300
Change-24,300 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,193
Change-24,193 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 24,184
Change-24,184 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 23,571
Change-23,571 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 23,373
Change-23,373 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 23,206
Change-23,206 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,655
Change-22,655 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,578
Change-22,578 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 22,325
Change-22,325 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,449
Change-21,449 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 21,236
Change-21,236 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 21,037
Change-21,037 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 20,077
Change-20,077 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 19,750
Change-19,750 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 19,611
Change-19,611 (-100%)
Value—
Motco
N/A
Shares— from 19,188
Change-19,188 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 18,910
Change-18,910 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 18,680
Change-18,680 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 18,343
Change-18,343 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 18,308
Change-18,308 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 18,055
Change-18,055 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 17,833
Change-17,833 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 17,151
Change-17,151 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 16,474
Change-16,474 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 16,292
Change-16,292 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 16,208
Change-16,208 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 15,663
Change-15,663 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,625
Change-15,625 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 15,525
Change-15,525 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,258
Change-15,258 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 15,149
Change-15,149 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,944
Change-14,944 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 14,823
Change-14,823 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 14,705
Change-14,705 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 14,320
Change-14,320 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 14,145
Change-14,145 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 13,549
Change-13,549 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 13,334
Change-13,334 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 13,018
Change-13,018 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,607
Change-12,607 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 12,274
Change-12,274 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,834
Change-11,834 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 11,601
Change-11,601 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 11,523
Change-11,523 (-100%)
Value—
CSS LLC
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 10,162
Change-10,162 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,964
Change-9,964 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 9,829
Change-9,829 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 9,754
Change-9,754 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,420
Change-9,420 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,398
Change-9,398 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 8,621
Change-8,621 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,620
Change-8,620 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 8,316
Change-8,316 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 7,481
Change-7,481 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,127
Change-7,127 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 7,112
Change-7,112 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,958
Change-6,958 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,492
Change-6,492 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,387
Change-6,387 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 6,376
Change-6,376 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 6,274
Change-6,274 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,248
Change-6,248 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,127
Change-6,127 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 5,735
Change-5,735 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 4,934
Change-4,934 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 3,963
Change-3,963 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
BCR Wealth Strategies, LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,177
Change-3,177 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 699
Change-699 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 488
Change-488 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 424
Change-424 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 345
Change-345 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Rogco, LP
N/A
Shares— from 305
Change-305 (-100%)
Value—
CNB Bank
N/A
Shares— from 303
Change-303 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 260
Change-260 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 244
Change-244 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 164
Change-164 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 157
Change-157 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 149
Change-149 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 145
Change-145 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 120
Change-120 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Collier Financial
N/A
Shares— from 109
Change-109 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED22,849,87021,603,359+1,246,511+6%$2.7B$2.7B-$4.2M2026-11-02
Plancorp, LLC
INCREASED1,640,3621,545,016+95,346+6%$191.5M$202.5M+$10.9M2026-11-03
TCI Wealth Advisors, Inc.
INCREASED1,462,4471,388,724+73,723+5%$173.3M$172.2M-$1.0M2026-10-30
Unison Advisors LLC
INCREASED1,346,3171,335,841+10,476+1%$166.7M$158.6M-$8.1M2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED1,269,6011,119,113+150,488+13%$139.6M$149.5M+$9.9M2026-11-04
Wealth Management Nebraska
INCREASED1,162,4921,133,259+29,233+3%$141.4M$136.9M-$4.5M2026-10-26
Evensky & Katz LLC
DECREASED1,136,8711,160,062-23,191-2%$144.7M$133.9M-$10.8M2026-10-27
Commonwealth Equity Services, LLC
INCREASED926,828889,271+37,557+4%$110.9M$109.2M-$1.8M2026-11-02
RW Investment Management LLC
DECREASED898,387902,611-4,2240%$112.6M$105.8M-$6.8M2026-11-03
Avantax Planning Partners, Inc.
DECREASED852,501864,456-11,955-1%$107.8M$100.4M-$7.5M2026-11-03
Foster Group, Inc.
DECREASED681,878685,757-3,879-1%$85.6M$80.3M-$5.3M2026-10-13
Farther Finance Advisors, LLC
INCREASED679,855629,767+50,088+8%$78.6M$80.1M+$1.5M2026-10-08
Symmetry Partners, LLC
DECREASED647,333667,861-20,528-3%$83.3M$76.2M-$7.1M2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED639,896631,595+8,301+1%$78.8M$75.4M-$3.4M2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED621,231466,900+154,331+33%$57.9M$74.6M+$16.8M2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED616,955597,318+19,637+3%$74.5M$72.7M-$1.9M2026-10-27
PDS Planning, Inc
DECREASED614,643614,951-3080%$76.7M$72.4M-$4.3M2026-11-03
Avior Wealth Management, LLC
INCREASED609,568590,250+19,318+3%$73.6M$71.8M-$1.9M2026-10-13
Cornerstone Wealth Partners, LLC
INCREASED592,139508,262+83,877+17%$63.4M$69.7M+$6.3M2026-10-28
Meredith Wealth Planning
DECREASED587,106588,447-1,3410%$73.4M$69.1M-$4.3M2026-10-14
Krilogy Financial LLC
INCREASED584,456573,763+10,693+2%$71.6M$70.1M-$1.5M2026-10-13
Burton Enright Welch
INCREASED509,754507,991+1,763+0%$63.4M$60.0M-$3.3M2026-11-04
Quarry Hill Advisors, LLC
INCREASED476,356445,593+30,763+7%$55.6M$56.1M+$508.2K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED465,908444,573+21,335+5%$55.5M$54.9M-$594.9K2026-10-27
Marquette Asset Management, LLC
INCREASED456,549454,633+1,916+0%$56.7M$53.8M-$3.0M2026-10-09
Fifth Third Bancorp
INCREASED441,792408,340+33,452+8%$50.9M$52.0M+$1.1M2026-11-05
Apollon Wealth Management, LLC
INCREASED432,018384,161+47,857+12%$47.9M$50.9M+$3.0M2026-10-23
Parcion Private Wealth LLC
DECREASED421,518434,292-12,774-3%$54.2M$49.6M-$4.5M2026-10-28
Means Investment Co., Inc.
INCREASED410,754385,249+25,505+7%$48.1M$48.4M+$310.9K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED408,673436,592-27,919-6%$54.5M$48.1M-$6.3M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED406,252348,224+58,028+17%$43.4M$47.8M+$4.4M2026-11-02
Financial Partners Group, Inc
DECREASED390,571390,844-2730%$48.8M$46.0M-$2.8M2026-10-19
AlphaCore Capital LLC
DECREASED389,849397,677-7,828-2%$49.6M$45.9M-$3.7M2026-11-04
Three Arch Wealth Management LLC
INCREASED377,130365,012+12,118+3%$45.5M$44.4M-$1.1M2026-10-20
Kestra Advisory Services, LLC
INCREASED369,928258,481+111,447+43%$32.2M$43.6M+$11.3M2026-11-02
Wealthcare Advisory Partners LLC
INCREASED366,176320,844+45,332+14%$40.0M$43.1M+$3.1M2026-10-21
HB Wealth Management, LLC
DECREASED362,015363,036-1,0210%$45.3M$42.6M-$2.7M2026-10-23
First Citizens Bank & Trust Co
DECREASED351,955429,436-77,481-18%$53.6M$41.4M-$12.1M2026-10-14
Glenview Trust Co
INCREASED343,706337,905+5,801+2%$42.2M$40.5M-$1.7M2026-10-28
McMill Wealth Management
NEW332,822—+332,822——$39.2M—2026-11-05
Northwest Financial Advisors
INCREASED332,642328,848+3,794+1%$41.0M$39.2M-$1.9M2026-10-27
RED Lighthouse Investment Management, LLC
DECREASED332,589338,462-5,873-2%$42.2M$39.2M-$3.1M2026-11-02
Enzi Wealth
INCREASED330,967325,220+5,747+2%$40.4M$39.9M-$435.3K2026-10-14
Bare Financial Services, Inc
INCREASED316,313315,023+1,290+0%$39.3M$37.3M-$2.1M2026-11-04
Kondo Wealth Advisors, Inc.
DECREASED308,790311,684-2,894-1%$38.9M$36.4M-$2.5M2026-10-19
Orrstown Financial Services Inc
DECREASED308,058325,361-17,303-5%$40.6M$36.3M-$4.3M2026-10-14
High Probability Advisors, LLC
INCREASED305,991295,565+10,426+4%$36.9M$36.0M-$838.1K2026-10-19
3Edge Asset Management, LP
DECREASED301,458410,057-108,599-26%$51.2M$35.5M-$15.7M2026-10-30
Creative Capital Management Investments LLC
DECREASED298,206302,746-4,540-1%$37.8M$35.1M-$2.7M2026-10-28
Fonville Wealth Management LLC
INCREASED289,514277,486+12,028+4%$34.6M$34.1M-$523.1K2026-10-28
WMG Financial Advisors, LLC
UNCHANGED288,366288,36600%$36.0M$36.0M$02026-10-28
Define Financial, LLC
INCREASED284,145263,037+21,108+8%$32.8M$33.5M+$647.3K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED284,040287,416-3,376-1%$35.9M$33.5M-$2.4M2026-10-30
Sherrill & Hutchins Financial Advisory, Inc
DECREASED282,028288,668-6,640-2%$36.0M$33.2M-$2.8M2026-10-14
Financial Management Network Inc
DECREASED278,154282,850-4,696-2%$35.5M$33.4M-$2.1M2026-10-09
Valued Wealth Advisors LLC
DECREASED276,102284,951-8,849-3%$35.6M$32.5M-$3.0M2026-11-05
Porter White Investment Advisors, Inc.
INCREASED269,834124,935+144,899+116%$15.6M$31.8M+$16.2M2026-10-14
Allegiance Financial Group Advisory Services LLC
INCREASED269,297264,812+4,485+2%$33.0M$31.7M-$1.3M2026-11-02
Meritas Wealth Management, LLC
INCREASED263,984246,111+17,873+7%$30.7M$31.1M+$384.7K2026-10-14
Chicago Partners Investment Group LLC
INCREASED262,165232,700+29,465+13%$29.0M$32.0M+$3.0M2026-10-27
Eagle Wealth Strategies LLC
DECREASED252,884259,185-6,301-2%$32.3M$29.8M-$2.6M2026-10-20
Concurrent Investment Advisors, LLC
INCREASED252,459220,331+32,128+15%$27.5M$29.7M+$2.2M2026-10-16
Morton Brown Family Wealth, LLC
INCREASED250,971246,862+4,109+2%$30.8M$29.6M-$1.2M2026-10-23
Acorn Financial Advisory Services Inc
INCREASED250,295239,298+10,997+5%$29.9M$29.5M-$377.5K2026-11-02
Park Avenue Securities LLC
INCREASED248,790224,090+24,700+11%$28.0M$29.3M+$1.3M2026-10-26
Regatta Capital Group, LLC
INCREASED238,025231,102+6,923+3%$28.8M$28.0M-$800.1K2026-10-23
Great Point Wealth Advisors, LLC
INCREASED234,150225,585+8,565+4%$28.1M$27.6M-$568.1K2026-10-15
Retirement Financial Solutions, LLC
INCREASED232,810223,968+8,842+4%$27.9M$27.4M-$524.3K2026-10-20
New England Capital Financial Advisors LLC
DECREASED232,781233,551-7700%$29.1M$27.4M-$1.7M2026-11-03
Wealth Architects, LLC
INCREASED232,432220,640+11,792+5%$27.5M$27.4M-$153.5K2026-11-03
Symphony Financial, Ltd. Co.
INCREASED223,348140,354+82,994+59%$17.5M$26.4M+$8.9M2026-10-22
Tarbox Family Office, Inc.
DECREASED222,284222,938-6540%$27.8M$26.2M-$1.6M2026-10-23
Northwest Wealth Management, LLC
INCREASED221,023212,515+8,508+4%$26.5M$26.0M-$483.4K2026-10-30
Harbor Group, Inc.
DECREASED219,720224,510-4,790-2%$28.0M$25.9M-$2.1M2026-10-14
Parkshore Wealth Management, Inc.
INCREASED217,613199,235+18,378+9%$24.9M$25.6M+$771.8K2026-10-13
Lifelong Wealth Advisors, Inc.
DECREASED216,786218,595-1,809-1%$27.3M$25.5M-$1.7M2026-10-19
Peirce Capital Management, LLC
DECREASED213,165216,611-3,446-2%$27.0M$25.1M-$1.9M2026-10-19
Atria Investments, Inc
INCREASED204,413196,475+7,938+4%$24.5M$24.1M-$438.4K2026-10-15
Highland Financial Advisors, LLC
INCREASED199,678199,471+207+0%$24.9M$23.5M-$1.4M2026-10-19
B&D White Capital Company, LLC
INCREASED198,734194,744+3,990+2%$24.3M$23.4M-$891.4K2026-11-02
Flagstone Financial Management
INCREASED198,190195,332+2,858+1%$24.4M$23.3M-$1.0M2026-11-05
First Merchants Corp
INCREASED197,939197,882+57+0%$24.7M$23.3M-$1.4M2026-10-15
Reap Financial Group, LLC
INCREASED194,689184,218+10,471+6%$23.0M$22.9M-$54.5K2026-11-02
HMV Wealth Advisors, LLC
DECREASED194,530197,200-2,670-1%$24.6M$22.9M-$1.7M2026-10-27
Certified Advisory Corp
INCREASED184,997181,759+3,238+2%$22.7M$21.8M-$889.2K2026-10-29
BCM Advisors, LLC
INCREASED184,4616,772+177,689+2624%$848.4K$22.8M+$21.9M2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED183,602180,780+2,822+2%$22.6M$21.6M-$931.4K2026-10-16
Bfsg, LLC
INCREASED182,331182,054+277+0%$22.7M$21.5M-$1.2M2026-10-30
Ocean Park Asset Management, LLC
INCREASED180,991151,814+29,177+19%$18.9M$21.3M+$2.4M2026-10-21
Quantum Financial Advisors, LLC
INCREASED178,794164,378+14,416+9%$20.5M$21.1M+$548.7K2026-11-03
Able Financial Group, LLC
INCREASED176,915168,024+8,891+5%$21.0M$20.8M-$127.4K2026-10-14
Cowa, LLC
DECREASED176,786214,066-37,280-17%$26.7M$20.8M-$5.9M2026-10-30
Wheelhouse Advisory Group LLC
INCREASED173,208162,813+10,395+6%$20.3M$20.4M+$86.2K2026-10-20
Acumen Wealth Advisors, LLC
INCREASED171,077161,159+9,918+6%$20.1M$20.1M+$41.5K2026-11-05
Stolz & Associates, PS
DECREASED166,547167,343-7960%$20.9M$19.6M-$1.3M2026-11-05
BetterWealth, LLC
INCREASED165,890163,569+2,321+1%$20.4M$19.5M-$870.1K2026-10-15
Mraz, Amerine & Associates, Inc.
DECREASED164,708165,191-4830%$20.6M$19.4M-$1.2M2026-10-30
WJ Interests, LLC
INCREASED164,701159,324+5,377+3%$19.9M$19.4M-$480.4K2026-10-14
Avondale Wealth Management
INCREASED164,212163,647+565+0%$20.4M$19.3M-$1.1M2026-10-15
Opus Capital Group, LLC
INCREASED160,518158,662+1,856+1%$19.8M$18.9M-$891.0K2026-10-30
Capital Advisors Wealth Management, LLC
INCREASED159,619141,618+18,001+13%$17.7M$18.8M+$1.1M2026-10-09
Aire Advisors, LLC
INCREASED158,456154,747+3,709+2%$19.3M$18.7M-$644.9K2026-10-22
Arlington Financial Advisors, LLC
INCREASED158,332155,141+3,191+2%$19.4M$18.6M-$708.6K2026-10-19
Wallington Asset Management, LLC
INCREASED154,886154,671+215+0%$19.3M$18.2M-$1.1M2026-11-04
Elser Financial Planning, Inc
NEW153,572—+153,572——$18.1M—2026-10-16
Invariant Investment Management
INCREASED153,334150,096+3,238+2%$18.6M$18.4M-$180.1K2026-10-08
Family Investment Center, Inc.
INCREASED150,859135,283+15,576+12%$16.9M$17.8M+$888.7K2026-10-19
Simplicity Wealth,LLC
INCREASED149,088142,111+6,977+5%$17.7M$17.6M-$171.7K2026-10-23
Hamilton Point Investment Advisors, LLC
INCREASED145,800141,712+4,088+3%$17.7M$17.2M-$509.1K2026-11-03
SFG Wealth Management, Llc.
DECREASED145,109154,039-8,930-6%$19.2M$17.1M-$2.1M2026-10-23
Compass Ion Advisors, LLC
INCREASED145,006144,508+498+0%$18.0M$17.1M-$951.5K2026-10-23
Diversify Wealth Management, LLC
INCREASED144,599143,881+718+1%$18.0M$17.4M-$631.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED144,599143,881+718+1%$18.0M$17.4M-$631.5K2026-10-20
Bucket List Wealth Management, LLC
INCREASED143,394140,354+3,040+2%$17.5M$16.9M-$623.1K2026-10-22
Prism Advisors, Inc.
NEW143,316—+143,316——$17.2M—2026-10-09
Sage Rhino Capital LLC
INCREASED142,493142,143+350+0%$17.7M$16.8M-$952.3K2026-10-28
Apeiron RIA LLC
INCREASED140,180137,168+3,012+2%$17.1M$16.7M-$417.6K2026-10-08
ARQ Wealth Advisors, LLC
INCREASED136,717135,602+1,115+1%$17.1M$16.1M-$973.9K2026-10-29
Willow Creek Wealth Management Inc.
DECREASED134,832145,613-10,781-7%$18.2M$15.9M-$2.3M2026-10-26
Moneco Advisors, LLC
INCREASED134,249117,977+16,272+14%$14.7M$15.8M+$1.1M2026-11-05
Revolve Wealth Partners, LLC
INCREASED132,781130,028+2,753+2%$16.2M$15.6M-$584.7K2026-10-23
Creative Financial Designs Inc
INCREASED132,023125,315+6,708+5%$15.6M$15.5M-$85.9K2026-11-04
MFA Wealth Advisors, LLC
DECREASED131,467133,052-1,585-1%$16.6M$15.5M-$1.1M2026-10-07
Compound Planning, Inc.
INCREASED130,061128,848+1,213+1%$16.1M$15.3M-$757.8K2026-11-05
Collective Family Office LLC
INCREASED129,664129,219+445+0%$16.1M$15.3M-$850.9K2026-10-05
Trilogy Capital Inc.
INCREASED129,343125,203+4,140+3%$15.6M$15.2M-$387.6K2026-10-20
Nottingham Advisors, Inc.
DECREASED129,203130,560-1,357-1%$16.3M$15.4M-$877.6K2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED126,384120,915+5,469+5%$15.1M$14.9M-$201.1K2026-11-04
Insight Wealth Strategies, LLC
DECREASED126,132126,289-1570%$15.7M$14.9M-$849.4K2026-10-09
Midwest Financial Group LLC
INCREASED125,880122,270+3,610+3%$15.3M$14.8M-$429.5K2026-10-15
Burk Holdings LLC
INCREASED124,638117,087+7,551+6%$14.6M$14.7M+$70.9K2026-11-05
Wespac Advisors SoCal, LLC
INCREASED124,533121,018+3,515+3%$15.1M$14.7M-$431.9K2026-10-13
Planned Solutions, Inc.
INCREASED122,94578,054+44,891+58%$9.7M$14.5M+$4.7M2026-10-19
Greater Midwest Financial Group, LLC
INCREASED122,560120,736+1,824+2%$15.1M$14.4M-$629.1K2026-10-13
Proathlete Wealth Management LLC
INCREASED122,539112,496+10,043+9%$14.0M$14.4M+$395.6K2026-10-15
Correct Capital Wealth Management
DECREASED122,371209,010-86,639-41%$26.1M$14.4M-$11.7M2026-11-02
O'Connor Financial Group LLC
INCREASED122,141121,866+275+0%$15.2M$14.4M-$819.5K2026-10-26
Fortress Financial Group, LLC
INCREASED121,579113,902+7,677+7%$14.2M$14.3M+$108.0K2026-10-21
Financial Futures Ltd Liability Co.
INCREASED121,470118,369+3,101+3%$14.8M$14.3M-$462.2K2026-10-13
Advisor OS, LLC
INCREASED119,704119,280+424+0%$14.9M$14.1M-$783.8K2026-11-03
Private Wealth Management Group, LLC
INCREASED118,915114,158+4,757+4%$14.2M$14.0M-$237.7K2026-10-19
MGO One Seven LLC
DECREASED118,149118,182-330%$14.7M$13.9M-$830.0K2026-10-28
Apella Capital, LLC
DECREASED117,901145,141-27,240-19%$17.9M$14.0M-$3.8M2026-10-08
Ullmann Wealth Partners Group, LLC
INCREASED113,775113,317+458+0%$14.1M$13.4M-$738.1K2026-11-02
Voisard Asset Management Group, Inc.
INCREASED113,601113,368+233+0%$14.1M$13.4M-$765.0K2026-10-13
Family Wealth Partners, LLC
INCREASED113,571109,213+4,358+4%$13.6M$13.4M-$250.2K2026-10-20
Visionary Horizons, LLC
INCREASED111,685110,092+1,593+1%$13.7M$13.2M-$582.0K2026-10-22
Alliance Wealth Advisors, LLC
INCREASED111,578109,482+2,096+2%$13.7M$13.1M-$518.4K2026-10-14
Visionary Wealth Advisors
INCREASED111,161107,612+3,549+3%$13.4M$13.1M-$334.2K2026-11-04
Venture Visionary Partners LLC
DECREASED110,722111,243-5210%$13.9M$13.0M-$838.9K2026-10-07
Waterfront Wealth Inc.
DECREASED109,369111,127-1,758-2%$13.8M$13.2M-$528.6K2026-11-03
True Wealth Design, LLC
INCREASED109,008106,378+2,630+2%$13.3M$12.8M-$433.8K2026-10-13
KPP Advisory Services LLC
INCREASED108,08982,540+25,549+31%$10.3M$12.7M+$2.4M2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED104,14599,752+4,393+4%$12.4M$12.3M-$179.9K2026-11-05
Shotwell Rutter Baer Inc
DECREASED102,546103,556-1,010-1%$12.9M$12.1M-$842.8K2026-10-14
Intelligence Driven Advisers, LLC
INCREASED101,145100,750+395+0%$12.6M$11.9M-$657.8K2026-10-09
Daymark Wealth Partners, LLC
INCREASED101,11093,982+7,128+8%$11.7M$11.9M+$182.6K2026-11-04
Wedmont Private Capital
INCREASED98,80096,086+2,714+3%$11.9M$11.9M-$41.0K2026-10-09
Nvest Wealth Strategies, Inc.
DECREASED98,278100,202-1,924-2%$12.5M$11.6M-$927.1K2026-10-14
Austin Asset Management Co Inc
INCREASED96,60096,183+417+0%$12.0M$11.4M-$623.1K2026-10-29
SkyOak Wealth, LLC
INCREASED92,80489,676+3,128+3%$11.2M$10.9M-$258.4K2026-10-28
Physician Wealth Solutions Inc.
DECREASED92,54796,685-4,138-4%$12.1M$10.9M-$1.2M2026-10-14
Cerro Pacific Wealth Advisors LLC
INCREASED91,38890,060+1,328+1%$11.2M$10.8M-$473.1K2026-10-22
Choreo, LLC
NEW91,373—+91,373——$10.8M—2026-10-28
Quadcap Wealth Management, LLC
INCREASED91,03870,785+20,253+29%$8.8M$10.7M+$1.9M2026-11-02
Bayshore Asset Management, LLC
INCREASED90,20087,799+2,401+3%$11.0M$10.8M-$135.2K2026-11-03
Towneley Capital Management, Inc / de
INCREASED89,71189,555+156+0%$11.2M$10.6M-$607.5K2026-10-09
USAdvisors Wealth Management, LLC
DECREASED88,73089,810-1,080-1%$11.2M$10.4M-$755.0K2026-10-21
Prosperity Planning, Inc.
INCREASED88,25383,175+5,078+6%$10.4M$10.4M+$16.7K2026-10-09
Kestra Investment Management, LLC
INCREASED88,05885,683+2,375+3%$10.7M$10.4M-$319.1K2026-11-04
Ferguson Johnson Wealth Management Inc
DECREASED87,06888,162-1,094-1%$11.0M$10.3M-$745.1K2026-11-05
Concord Wealth Partners
DECREASED86,80690,194-3,388-4%$11.3M$10.2M-$1.0M2026-11-02
Brookstone Capital Management
INCREASED86,25252,882+33,370+63%$6.6M$10.2M+$3.6M2026-10-22
Concord Asset Management, LLC
DECREASED84,79086,904-2,114-2%$10.8M$10.0M-$856.5K2026-11-02
Strategic Blueprint, LLC
DECREASED83,71884,859-1,141-1%$10.6M$9.9M-$727.5K2026-10-22
Sigma Planning Corp
INCREASED82,90476,915+5,989+8%$9.6M$9.8M+$162.7K2026-10-23
Islay Capital Management, LLC
INCREASED82,88781,666+1,221+2%$10.2M$9.8M-$427.0K2026-10-20
HUB Investment Partners, LLC
INCREASED82,70481,680+1,024+1%$10.2M$9.7M-$450.4K2026-11-03
JP Wealth Management, Inc.
DECREASED82,06282,122-600%$10.2M$9.7M-$581.1K2026-10-07
Wilkerson Advisory Group LLC
INCREASED81,75478,571+3,183+4%$9.8M$9.6M-$174.4K2026-10-20
Elevate Wealth Advisory, Inc
INCREASED81,72974,255+7,474+10%$9.3M$9.6M+$361.1K2026-10-29
Trace Wealth Advisors, LLC
DECREASED81,33982,839-1,500-2%$10.3M$9.6M-$755.7K2026-10-30
Liberty Capital Management, Inc.
INCREASED81,02279,918+1,104+1%$10.0M$9.5M-$428.6K2026-11-02
Saxon Interests, Inc.
DECREASED80,88491,806-10,922-12%$11.5M$9.5M-$1.9M2026-10-26
Greenspring Advisors, LLC
INCREASED79,10878,388+720+1%$9.8M$9.3M-$463.1K2026-11-05
Perigon Wealth Management, LLC
INCREASED78,09677,369+727+1%$9.7M$9.2M-$455.2K2026-10-22
Global Strategic Investment Solutions, LLC
INCREASED77,97676,699+1,277+2%$9.6M$9.2M-$385.7K2026-10-16
Intergy Private Wealth, LLC
INCREASED77,36374,913+2,450+3%$9.3M$9.1M-$235.2K2026-10-16
Yardley Wealth Management LLC
INCREASED75,55573,057+2,498+3%$9.1M$8.9M-$216.5K2026-10-23
Higgins & Schmidt Wealth Strategies LLC
DECREASED75,02177,482-2,461-3%$9.7M$8.8M-$831.4K2026-10-26
Sylvest Advisors, LLC
INCREASED74,65850,151+24,507+49%$6.3M$8.8M+$2.5M2026-10-26
Rainey & Randall Wealth Advisors Inc.
INCREASED74,60069,876+4,724+7%$8.7M$8.8M+$67.8K2026-10-26
Diversified Portfolios, Inc.
INCREASED74,07972,592+1,487+2%$9.1M$8.7M-$332.3K2026-11-04
Greenup Street Wealth Management LLC
INCREASED72,58446,582+26,002+56%$5.8M$8.5M+$2.7M2026-10-28
Fidelity D & D Bancorp Inc
INCREASED72,45768,542+3,915+6%$8.6M$8.5M-$18.0K2026-11-05
DWM Financial Group, Inc.
DECREASED71,47784,081-12,604-15%$8.6M$8.4M-$156.7K2026-10-28
Torren Management, LLC
DECREASED70,25170,658-407-1%$8.8M$8.3M-$541.8K2026-10-29
Truist Financial Corp
INCREASED69,91256,660+13,252+23%$7.1M$8.2M+$1.2M2026-10-30
Echo Wealth Management, LLC
INCREASED69,82568,858+967+1%$8.6M$8.2M-$367.5K2026-10-15
Midwest Heritage Bank, FSB
DECREASED68,42470,755-2,331-3%$8.8M$8.1M-$769.1K2026-10-26
Pearl Planning LLC
INCREASED67,67266,705+967+1%$8.3M$8.0M-$352.3K2026-10-13
Frontier Asset Management, LLC
DECREASED67,51367,948-435-1%$8.5M$8.0M-$526.2K2026-10-28
Golden Bell Financial Planning LLC
DECREASED67,42468,260-836-1%$8.5M$7.9M-$575.6K2026-11-02
BridgePort Financial Solutions, LLC
DECREASED66,52766,873-346-1%$8.3M$7.8M-$508.1K2026-11-02
White Pine Investment Co
INCREASED66,34666,063+283+0%$8.2M$7.8M-$428.0K2026-10-15
Clarus Group, Inc.
INCREASED65,45227,192+38,260+141%$3.4M$7.7M+$4.3M2026-10-21
Relyea Zuckerberg Hanson LLC
INCREASED65,41461,542+3,872+6%$7.7M$7.7M+$25.8K2026-10-20
Vise Technologies, Inc.
NEW64,555—+64,555——$7.6M—2026-10-29
EnRich Financial Partners LLC
INCREASED64,27361,876+2,397+4%$7.7M$7.6M-$150.3K2026-10-21
Bull Oak Capital, LLC
INCREASED63,69162,014+1,677+3%$7.7M$7.5M-$235.9K2026-10-23
Wright Wealth LLC
INCREASED62,48359,505+2,978+5%$7.4M$7.4M-$65.2K2026-10-29
Axxcess Wealth Management, LLC
DECREASED61,94562,845-900-1%$7.8M$7.3M-$545.2K2026-10-21
ERn Financial, LLC
DECREASED61,06261,310-2480%$7.6M$7.2M-$457.8K2026-10-28
Navigoe, LLC
INCREASED60,85960,499+360+1%$7.5M$7.2M-$380.0K2026-11-04
Oppenheimer & Co Inc
INCREASED60,40855,490+4,918+9%$6.9M$7.1M+$191.3K2026-10-26
First National Bank Sioux Falls
DECREASED59,89976,999-17,100-22%$8.9M$7.1M-$1.9M2026-10-13
Sensenig Capital Advisors, Inc
INCREASED59,73157,324+2,407+4%$7.2M$7.0M-$117.3K2026-10-23
LexAurum Advisors, LLC
INCREASED59,36250,017+9,345+19%$6.2M$7.0M+$750.9K2026-10-19
Platt Wealth Management LLC
DECREASED59,14759,705-558-1%$7.4M$7.0M-$483.0K2026-11-04
Accredited Investor Services, LLC
INCREASED58,93957,154+1,785+3%$7.1M$6.9M-$189.3K2026-10-22
Davidson Kahn Capital Management, LLC
INCREASED58,88040,780+18,100+44%$5.1M$6.9M+$1.8M2026-10-26
Freestate Advisors LLC
DECREASED58,70262,615-3,913-6%$7.8M$6.9M-$898.5K2026-10-09
Northland Capital Management LLC
INCREASED58,63857,266+1,372+2%$7.1M$6.9M-$238.7K2026-10-15
Cooper Financial Group
INCREASED58,53456,664+1,870+3%$7.1M$6.9M-$175.8K2026-10-07
Kooman & Associates
INCREASED58,23956,122+2,117+4%$7.0M$6.9M-$143.0K2026-10-21
Verde Capital Management
INCREASED58,19653,246+4,950+9%$6.6M$6.9M+$210.8K2026-10-28
Southern Capital Services Inc
DECREASED57,38857,962-574-1%$7.2M$6.8M-$472.8K2026-10-19
Arista Wealth Management, LLC
INCREASED57,2555,966+51,289+860%$744.4K$6.7M+$6.0M2026-10-29
Capstone Wealth Management, LLC
DECREASED57,06757,399-332-1%$7.2M$6.7M-$440.3K2026-11-02
Copper Harbor Investment Advisors, LLC
INCREASED56,98256,340+642+1%$7.0M$6.7M-$318.3K2026-10-16
Westside Investment Management, Inc.
DECREASED55,92456,271-347-1%$7.0M$6.6M-$423.6K2026-11-02
Sovran Advisors, LLC
INCREASED55,12028,383+26,737+94%$3.6M$6.8M+$3.3M2026-11-02
DeLarme Wealth Management, Inc.
DECREASED54,38855,522-1,134-2%$6.9M$6.4M-$521.6K2026-10-30
Seed Wealth Management, Inc.
INCREASED53,51552,085+1,430+3%$6.5M$6.3M-$195.7K2026-10-20
Premier Path Wealth Partners, LLC
INCREASED53,16638,041+15,125+40%$4.7M$6.3M+$1.5M2026-10-16
Keybank National Association
INCREASED53,02947,481+5,548+12%$5.9M$6.2M+$321.5K2026-11-04
Fairway Financial, LLC
NEW52,947—+52,947——$6.2M—2026-10-20
First Horizon Corp
INCREASED52,74947,920+4,829+10%$6.0M$6.2M+$233.8K2026-10-26
Bison Wealth, LLC
INCREASED52,51439,244+13,270+34%$4.9M$6.3M+$1.4M2026-10-13
Pacific Asset Management, LLC
INCREASED51,98049,831+2,149+4%$6.2M$6.1M-$95.2K2026-10-15
Bauman Advisory Group, LLC
INCREASED51,74248,501+3,241+7%$6.1M$6.1M+$42.7K2026-10-29
Team Financial Group, LLC
DECREASED49,88954,868-4,979-9%$6.8M$5.9M-$969.8K2026-10-30
Provident Wealth Management, LLC
DECREASED49,85867,209-17,351-26%$8.4M$5.9M-$2.5M2026-10-20
Code Waechter LLC
INCREASED49,75044,804+4,946+11%$5.6M$5.9M+$269.3K2026-10-23
Andrews Advisory Associates, LLC
INCREASED49,68347,822+1,861+4%$6.0M$5.9M-$115.2K2026-10-15
Bank of New Hampshire
INCREASED48,94945,053+3,896+9%$5.6M$5.8M+$143.9K2026-10-06
Evanson Financial, LLC
INCREASED48,70336,859+11,844+32%$4.6M$5.7M+$1.1M2026-10-23
Telos Capital Management, Inc.
INCREASED48,07246,767+1,305+3%$5.8M$5.7M-$173.2K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED47,89639,147+8,749+22%$4.9M$5.6M+$756.7K2026-11-05
Kane Co Wealth Management, Inc.
INCREASED47,61847,436+182+0%$5.9M$5.6M-$310.2K2026-11-04
Lantern Wealth Advisors, LLC
INCREASED47,49247,327+165+0%$5.9M$5.6M-$311.4K2026-10-22
Rubicon Advisors, GP
INCREASED47,09842,042+5,056+12%$5.2M$5.5M+$301.5K2026-10-23
Friday Financial
INCREASED46,85436,362+10,492+29%$4.5M$5.6M+$1.1M2026-10-09
Brady Martz Wealth Solutions, LLC
DECREASED44,89446,211-1,317-3%$5.8M$5.3M-$478.1K2026-11-05
First Nebraska Trust Co
INCREASED44,82242,827+1,995+5%$5.3M$5.3M-$64.6K2026-10-30
Stone Summit Wealth LLC
INCREASED44,74943,877+872+2%$5.5M$5.3M-$204.0K2026-10-14
Uptick Partners, LLC
INCREASED44,68339,737+4,946+12%$5.0M$5.3M+$304.7K2026-11-04
Larson Financial Group LLC
INCREASED44,48444,142+342+1%$5.5M$5.2M-$268.2K2026-11-05
Exchange Traded Concepts, LLC
DECREASED43,99447,809-3,815-8%$6.0M$5.2M-$783.5K2026-10-28
M Holdings Securities, Inc.
NEW43,880—+43,880——$5.4K—2026-11-03
Intrua Financial, LLC
INCREASED43,53740,370+3,167+8%$5.0M$5.1M+$90.7K2026-10-28
Lauterbach Financial Advisors, LLC
INCREASED43,15938,696+4,463+12%$4.8M$5.1M+$255.2K2026-10-21
Equita Financial Network, Inc.
INCREASED42,74942,731+18+0%$5.3M$5.0M-$296.5K2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED42,46041,430+1,030+2%$5.2M$5.0M-$168.4K2026-10-15
Mayfair Advisory Group, LLC
INCREASED42,36742,274+93+0%$5.3M$5.0M-$306.5K2026-10-20
Flywheel Private Wealth LLC
INCREASED42,30238,944+3,358+9%$4.9M$5.0M+$123.3K2026-11-02
Tandemgrowth Financial Advisors LLC
INCREASED42,09440,501+1,593+4%$5.1M$5.0M-$95.5K2026-11-05
Carter Financial Group, Inc.
INCREASED41,70740,465+1,242+3%$5.0M$4.9M-$136.6K2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED41,14534,284+6,861+20%$4.3M$4.8M+$568.5K2026-10-16
Aprio Wealth Management, LLC
DECREASED40,73041,572-842-2%$5.2M$4.8M-$389.7K2026-10-28
Fifth Third Securities, Inc.
INCREASED40,64737,884+2,763+7%$4.7M$4.8M+$60.6K2026-10-21
Leading Edge Financial Planning LLC
INCREASED40,55826,447+14,111+53%$3.3M$4.8M+$1.5M2026-10-23
SC&H Financial Advisors, Inc.
DECREASED40,44640,882-436-1%$5.1M$4.8M-$337.2K2026-10-14
Arbor Wealth Advisors LLC
INCREASED40,16936,134+4,035+11%$4.5M$4.7M+$222.6K2026-10-09
Hoxton Planning & Management, LLC
INCREASED40,03038,272+1,758+5%$4.8M$4.7M-$60.4K2026-10-15
McCarley & Cook Financial Planners
INCREASED39,76838,097+1,671+4%$4.8M$4.7M-$69.5K2026-10-21
Nkcfo LLC
UNCHANGED39,45039,45000%$4.9M$4.6M-$276.0K2026-11-04
United Advisor Group, LLC
INCREASED38,77424,607+14,167+58%$3.1M$4.6M+$1.5M2026-11-03
Sierra Ocean, LLC
NEW38,342—+38,342——$4.5M—2026-11-03
Courier Capital LLC
INCREASED38,25836,522+1,736+5%$4.6M$4.5M-$50.8K2026-10-19
Cadent Capital Advisors, LLC
NEW37,680—+37,680——$4.4M—2026-10-09
SAX Wealth Advisors, LLC
DECREASED37,46943,666-6,197-14%$4.8M$4.4M-$411.1K2026-10-13
BFI Wealth Solutions, LLC
DECREASED37,34737,644-297-1%$4.7M$4.4M-$298.1K2026-10-16
Ballast Financial Advisors LLC
DECREASED37,29339,110-1,817-5%$4.9M$4.4M-$487.4K2026-10-26
Avant Financial Advisors LLC
INCREASED36,99735,819+1,178+3%$4.5M$4.4M-$111.6K2026-11-02
Apollon Financial, LLC
INCREASED36,81330,217+6,596+22%$3.8M$4.3M+$565.7K2026-10-23
Fiduciary Advisors, Inc.
INCREASED36,49124,132+12,359+51%$3.0M$4.3M+$1.3M2026-10-16
Ejmk Ventures LLC
INCREASED36,11430,131+5,983+20%$3.8M$4.3M+$494.1K2026-10-21
Prairie Advisory, LLC
INCREASED35,8445,222+30,622+586%$651.5K$4.2M+$3.6M2026-10-19
First American Bank
NEW35,104—+35,104——$4.1M—2026-10-27
Heritage Wealth Management, Inc.
INCREASED35,01731,256+3,761+12%$3.9M$4.1M+$224.5K2026-10-28
Sentinel Pension Advisors, LLC
INCREASED34,45132,498+1,953+6%$4.1M$4.1M-$16.3K2026-11-02
Summit Investment Advisors, Inc.\KS
INCREASED34,43027,583+6,847+25%$3.4M$4.1M+$613.6K2026-11-05
LAM Group, Inc.
INCREASED34,26533,855+410+1%$4.2M$4.0M-$188.4K2026-10-26
DBK Financial Counsel, LLC
DECREASED34,11334,656-543-2%$4.3M$4.0M-$306.2K2026-10-13
Paragon Advisors, LLC
INCREASED33,71529,126+4,589+16%$3.6M$4.0M+$336.8K2026-11-03
Redhawk Wealth Advisors, Inc.
NEW33,269—+33,269——$3.9M—2026-10-14
CoreCap Advisors, LLC
INCREASED33,20731,179+2,028+7%$3.9M$3.9M+$20.9K2026-10-08
True North Advisors, LLC
INCREASED33,02830,570+2,458+8%$3.8M$3.9M+$75.8K2026-10-22
Herold Advisors, Inc.
INCREASED32,40431,860+544+2%$4.0M$3.8M-$145.8K2026-10-19
Broadway Wealth Solutions, Inc.
INCREASED32,37631,714+662+2%$4.0M$3.8M-$143.7K2026-10-21
Hudson Oak Wealth Advisory LLC
INCREASED32,27932,134+145+0%$4.0M$3.8M-$207.5K2026-10-16
Conrad Siegel Investment Advisors, Inc.
DECREASED32,23833,214-976-3%$4.1M$3.8M-$347.1K2026-10-08
Centennial Wealth Advisory LLC
INCREASED32,04928,680+3,369+12%$3.6M$3.8M+$196.3K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED31,94630,185+1,761+6%$3.8M$3.8M-$3.6K2026-10-22
Optima Capital LLC
NEW31,729—+31,729——$3.7M—2026-10-29
Emprise Bank
DECREASED31,35331,708-355-1%$4.0M$3.7M-$263.4K2026-10-07
Holcombe Financial, Inc.
INCREASED31,20630,396+810+3%$3.8M$3.7M-$117.1K2026-10-16
Bokf, NA
INCREASED31,19126,527+4,664+18%$3.3M$3.7M+$363.9K2026-10-27
Prudent Investor Advisors, LLC
NEW31,174—+31,174——$3.7M—2026-10-22
Milestone Asset Management Group, LLC
INCREASED31,04026,367+4,673+18%$3.3M$3.7M+$366.1K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED30,97030,908+62+0%$3.9M$3.6M-$208.8K2026-10-13
Indivisible Partners
INCREASED30,7398,275+22,464+271%$1.0M$3.6M+$2.6M2026-10-26
Sculati Wealth Management, LLC
DECREASED29,82933,058-3,229-10%$4.1M$3.6M-$566.1K2026-10-19
Cap Partners, LLC
INCREASED29,60029,317+283+1%$3.7M$3.5M-$171.5K2026-10-19
XY Planning Network, Inc.
INCREASED29,37027,600+1,770+6%$3.4M$3.5M+$15.7K2026-10-14
Haven Private, LLC
INCREASED28,85827,292+1,566+6%$3.4M$3.4M-$6.3K2026-10-27
Advisory Solutions Group, LLC
INCREASED28,8573,119+25,738+825%$389.1K$3.4M+$3.0M2026-10-14
Modera Wealth Management, LLC
DECREASED28,71231,604-2,892-9%$3.9M$3.4M-$561.5K2026-10-28
New England Private Wealth Advisors LLC
INCREASED28,67628,359+317+1%$3.6M$3.4M-$175.7K2026-10-19
StoneX Group Inc.
INCREASED28,49627,848+648+2%$3.5M$3.4M-$118.3K2026-11-03
Canvas Wealth Advisors, LLC
INCREASED28,32827,854+474+2%$3.5M$3.5M+$45.0K2026-11-02
MFG Investments, LLC
NEW27,648—+27,648——$3.3M—2026-10-30
Level Financial Advisors
DECREASED27,45229,189-1,737-6%$3.6M$3.2M-$408.6K2026-10-13
Wedbush Securities Inc
INCREASED27,3028,299+19,003+229%$1.0M$3.2M+$2.2M2026-10-22
Asset One Wealth Management LLC
INCREASED27,11723,792+3,325+14%$3.0M$3.2M+$227.3K2026-11-02
Heritage Wealth Management, Inc.
DECREASED26,81927,009-190-1%$3.4M$3.2M-$211.2K2026-10-27
Atala Financial Inc
INCREASED26,76825,726+1,042+4%$3.2M$3.2M-$57.1K2026-10-22
Titleist Asset Management, LLC
INCREASED26,7205,603+21,117+377%$699.0K$3.1M+$2.4M2026-10-08
L.K. Benson & Company, P.C.
DECREASED26,69729,926-3,229-11%$3.7M$3.1M-$589.3K2026-10-23
Etesian Wealth Advisors, Inc.
INCREASED26,52626,417+109+0%$3.3M$3.1M-$171.8K2026-10-27
Gibraltar Capital Management, Inc.
DECREASED26,51826,790-272-1%$3.3M$3.1M-$219.2K2026-10-27
Versant Capital Management, Inc
INCREASED26,14426,143+10%$3.3M$3.1M-$182.7K2026-10-02
Nations Financial Group Inc,
INCREASED26,0989,597+16,501+172%$1.2M$3.1M+$1.9M2026-11-05
Meadow Creek Wealth Advisors LLC
INCREASED26,02425,026+998+4%$3.1M$3.1M-$57.4K2026-11-02
Maia Wealth LLC
INCREASED25,89417,240+8,654+50%$2.2M$3.0M+$898.7K2026-10-19
Paragon Capital Management Ltd
DECREASED25,59125,603-120%$3.2M$3.0M-$180.4K2026-10-09
JDH Wealth Management, LLC
DECREASED25,36730,806-5,439-18%$3.8M$3.0M-$855.9K2026-10-20
Tranquility Partners, LLC
DECREASED25,33625,899-563-2%$3.2M$3.0M-$246.0K2026-10-20
RDA Financial Network
DECREASED25,08226,732-1,650-6%$3.3M$3.0M-$381.2K2026-10-15
IFS Advisors, LLC
NEW24,679—+24,679——$2.9M—2026-10-14
Stegent Equity Advisors, Inc.
DECREASED24,49328,961-4,468-15%$3.6M$2.9M-$728.6K2026-10-13
Clear Creek Financial Management, LLC
INCREASED24,48322,106+2,377+11%$2.8M$2.9M+$125.4K2026-10-28
Total Clarity Wealth Management, Inc.
INCREASED24,41624,268+148+1%$3.0M$2.9M-$152.2K2026-10-26
Sheets Smith Wealth Management
INCREASED24,22615,745+8,481+54%$2.0M$2.9M+$888.8K2026-10-16
RFG Advisory, LLC
DECREASED23,71025,214-1,504-6%$3.1M$2.8M-$353.4K2026-11-03
Aerodigm Wealth, LLC
DECREASED23,30425,242-1,938-8%$3.1M$2.7M-$404.7K2026-10-16
Refined Wealth Management
INCREASED23,23721,939+1,298+6%$2.7M$2.7M-$5232026-10-13
First Community Trust NA
UNCHANGED23,21623,21600%$2.9M$2.7M-$162.3K2026-10-07
Abacus Planning Group, Inc.
INCREASED23,01721,225+1,792+8%$2.6M$2.7M+$62.7K2026-11-02
Kachkovsky & Fisher, Inc.
INCREASED22,93322,266+667+3%$2.8M$2.7M-$77.2K2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED22,90724,555-1,648-7%$3.1M$2.7M-$365.8K2026-10-05
MW Advisory, LLC
INCREASED22,68915,793+6,896+44%$2.0M$2.7M+$701.7K2026-10-19
Moulton Wealth Management, Inc
INCREASED22,6677,361+15,306+208%$920.9K$2.7M+$1.8M2026-10-13
Signal Advisors Wealth, LLC
INCREASED22,45816,385+6,073+37%$2.0M$2.6M+$600.6K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED22,19116,197+5,994+37%$2.0M$2.6M+$592.7K2026-10-16
Centerpoint Advisory Group
DECREASED21,69521,837-142-1%$2.7M$2.6M-$169.3K2026-10-23
Ceera Investments, LLC
INCREASED21,4417,340+14,101+192%$915.7K$2.5M+$1.6M2026-11-02
Independent Financial Group, LLC
INCREASED21,37314,738+6,635+45%$1.8M$2.5M+$678.3K2026-10-13
Focus Financial Network, Inc.
INCREASED21,17620,709+467+2%$2.6M$2.5M-$89.8K2026-10-14
Squire Investment Management Company, LLC
DECREASED21,14022,285-1,145-5%$2.8M$2.5M-$290.7K2026-11-03
Ironwood Financial, llc
INCREASED20,81118,908+1,903+10%$2.3M$2.5M+$106.8K2026-10-20
Vista Investment Partners LLC
DECREASED20,80742,233-21,426-51%$5.3M$2.5M-$2.8M2026-10-08
Legacy Capital Wealth Partners, LLC
INCREASED20,46819,118+1,350+7%$2.4M$2.4M+$25.3K2026-10-21
KFG LLC
NEW20,259—+20,259——$2.4M—2026-11-02
55 North Private Wealth, LLC
DECREASED20,17820,243-650%$2.5M$2.4M-$149.2K2026-10-20
Asset Dedication, LLC
DECREASED19,98820,271-283-1%$2.5M$2.4M-$175.0K2026-11-03
Cogent Strategic Wealth LLC
DECREASED19,58220,690-1,108-5%$2.6M$2.3M-$275.1K2026-10-22
Beaumont Asset Management, L.L.C.
INCREASED19,57110,294+9,277+90%$1.3M$2.3M+$1.0M2026-10-16
Cornerstone Management, Inc.
DECREASED19,35519,883-528-3%$2.5M$2.3M-$201.2K2026-10-16
James T. Borello RIA
INCREASED19,31917,976+1,343+7%$2.2M$2.3M+$32.6K2026-10-16
Hardin Capital Partners, LLC
INCREASED19,22918,426+803+4%$2.3M$2.3M-$37.6K2026-10-09
Saxony Capital Management, LLC
NEW18,990—+18,990——$2.2M—2026-10-15
Fortitude Family Office, LLC
DECREASED18,91519,357-442-2%$2.4M$2.2M-$187.4K2026-10-14
Orba Wealth Advisors, L.L.C.
DECREASED18,91219,385-473-2%$2.4M$2.2M-$191.2K2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED18,81818,617+201+1%$2.3M$2.2M-$106.5K2026-10-30
Flagship Harbor Advisors, LLC
DECREASED18,78119,106-325-2%$2.4M$2.2M-$171.8K2026-10-26
Factor Wealth Management LTD
INCREASED18,67117,438+1,233+7%$2.2M$2.2M+$23.2K2026-10-08
CRA Financial Services, LLC
DECREASED18,62418,772-148-1%$2.3M$2.2M-$148.8K2026-10-16
Jacobi Capital Management LLC
INCREASED18,57117,787+784+4%$2.2M$2.2M-$32.0K2026-11-05
Networth Advisors, LLC
INCREASED18,54718,244+303+2%$2.3M$2.2M-$91.8K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED18,30114,100+4,201+30%$1.8M$2.2M+$396.1K2026-10-23
Cypress Point Wealth Management, LLC
INCREASED18,26618,109+157+1%$2.3M$2.2M-$108.0K2026-11-03
Insight Wealth Partners, LLC
DECREASED17,72019,384-1,664-9%$2.4M$2.1M-$331.5K2026-10-26
Central Trust Co
INCREASED17,43210,727+6,705+63%$1.3M$2.1M+$714.7K2026-11-05
Armbruster Capital Management, Inc.
INCREASED17,24817,178+70+0%$2.1M$2.0M-$111.8K2026-10-19
Rockwood Wealth Management, LLC
UNCHANGED17,14817,14800%$2.1M$2.0M-$119.9K2026-10-27
Carolina Wealth Management Inc
INCREASED17,1069,222+7,884+85%$1.2M$2.0M+$864.0K2026-10-29
CWA Asset Management Group, LLC
INCREASED16,95215,638+1,314+8%$2.0M$2.0M+$45.5K2026-10-19
Independence Bank of Kentucky
DECREASED16,75917,134-375-2%$2.1M$2.0M-$163.9K2026-10-26
Nixon Peabody Trust Co
DECREASED16,61416,664-500%$2.1M$2.0M-$122.4K2026-10-23
TrustWell Financial Advisors, LLC
INCREASED16,58514,837+1,748+12%$1.9M$2.0M+$102.2K2026-10-15
B. Riley Wealth Advisors, Inc.
NEW16,331—+16,331——$1.9M—2026-10-13
Beacon Financial Group
DECREASED16,26117,489-1,228-7%$2.2M$1.9M-$266.9K2026-10-19
Approach Retirement Advisors, LLC
INCREASED15,93515,534+401+3%$1.9M$1.9M-$61.4K2026-10-22
TPG Advisors LLC
INCREASED15,72115,357+364+2%$1.9M$1.9M-$64.5K2026-10-16
Endeavor Private Wealth, Inc.
INCREASED15,49614,500+996+7%$1.8M$1.8M+$15.8K2026-11-05
HBW Advisory Services LLC
INCREASED15,42913,077+2,352+18%$1.6M$1.8M+$185.5K2026-10-15
Frankly Finances, LLC
INCREASED15,28915,214+75+0%$1.9M$1.8M-$97.5K2026-10-28
Puff Wealth Management, LLC
DECREASED15,17916,481-1,302-8%$2.1M$1.8M-$268.6K2026-10-07
Cornerstone Wealth Management, LLC
INCREASED15,17914,604+575+4%$1.8M$1.8M-$34.4K2026-11-04
Entrewealth, LLC
INCREASED15,16014,065+1,095+8%$1.8M$1.8M+$7.3K2026-10-14
BigSur Wealth Management LLC
INCREASED15,10815,077+31+0%$1.9M$1.8M-$101.7K2026-10-13
National Wealth Management Group, LLC
INCREASED14,8994,474+10,425+233%$558.1K$1.8M+$1.2M2026-10-26
Wealth Enhancement Trust Services, Inc.
INCREASED14,8387,648+7,190+94%$954.2K$1.7M+$793.3K2026-10-07
Integris Wealth Management, LLC
DECREASED14,77714,856-79-1%$1.9M$1.7M-$113.1K2026-10-14
W.H. Cornerstone Investments Inc.
INCREASED14,74910,647+4,102+39%$1.3M$1.7M+$408.6K2026-11-03
IFP Advisors, Inc
INCREASED14,5359,932+4,603+46%$1.2M$1.7M+$472.7K2026-10-16
Advisor Resource Council
DECREASED14,53416,400-1,866-11%$2.0M$1.8M-$275.9K2026-11-05
Claro Advisors Inc.
INCREASED14,51213,053+1,459+11%$1.6M$1.7M+$80.6K2026-11-02
RVW Wealth, LLC
DECREASED14,43814,538-100-1%$1.8M$1.7M-$113.4K2026-10-06
Clark Asset Management, LLC
INCREASED14,19913,395+804+6%$1.7M$1.7M+$1.1K2026-10-19
Equity Wealth Partners, LLC
DECREASED14,10314,668-565-4%$1.8M$1.7M-$169.0K2026-10-26
GEM Asset Management, LLC
INCREASED14,01513,907+108+1%$1.7M$1.7M-$84.5K2026-10-13
Victory Financial Group, LLC
INCREASED14,00612,952+1,054+8%$1.6M$1.6M+$33.6K2026-10-27
Transcendent Capital Group LLC
DECREASED13,87413,892-180%$1.7M$1.6M-$99.3K2026-10-28
Interchange Capital Partners, LLC
NEW13,770—+13,770——$1.6M—2026-10-28
Guidance Capital, Inc
DECREASED13,71618,988-5,272-28%$2.4M$1.7M-$695.3K2026-11-03
Almanack Investment Partners, Llc.
DECREASED13,61014,010-400-3%$1.7M$1.6M-$145.0K2026-11-03
KWB Wealth
DECREASED13,53513,888-353-3%$1.7M$1.6M-$138.7K2026-10-16
Brighton Jones LLC
INCREASED13,4932,096+11,397+544%$261.5K$1.6M+$1.3M2026-11-03
CGC Financial Services, LLC
INCREASED13,47512,910+565+4%$1.6M$1.6M-$23.7K2026-10-13
Mattern Capital Management, LLC
INCREASED13,43811,671+1,767+15%$1.5M$1.6M+$126.5K2026-11-02
Integrity Investment Advisors, LLC
NEW13,305—+13,305——$1.6M—2026-11-03
Kaufman Rossin Wealth, LLC
INCREASED13,27913,277+2+0%$1.6M$1.6M-$72.1K2026-10-19
Forum Financial Management, LP
DECREASED13,11113,114-30%$1.6M$1.5M-$92.0K2026-10-16
Value Investment Professionals, LLC
INCREASED12,91612,915+1+0%$1.6M$1.5M-$90.2K2026-10-13
Lifetime Wealth Management P.C.
DECREASED12,75413,405-651-5%$1.7M$1.5M-$170.3K2026-10-29
Tortuga Wealth Management, Inc
INCREASED12,73012,631+99+1%$1.6M$1.5M-$74.1K2026-10-27
Meridian Wealth Management, LLC
DECREASED12,68612,829-143-1%$1.6M$1.5M-$106.5K2026-11-05
Atlas Brown,Inc.
INCREASED12,6499,414+3,235+34%$1.2M$1.5M+$315.2K2026-10-09
Traphagen Investment Advisors LLC
DECREASED12,51612,916-400-3%$1.6M$1.5M-$137.4K2026-10-14
Capital Wealth Alliance, LLC
INCREASED12,1668,829+3,337+38%$1.1M$1.4M+$331.3K2026-10-20
Greenwood Capital Associates LLC
NEW12,083—+12,083——$1.4M—2026-10-27
Harbor Asset Planning, Inc.
INCREASED12,07411,958+116+1%$1.5M$1.4M-$70.0K2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED12,03111,950+81+1%$1.5M$1.4M-$74.0K2026-10-16
Portside Wealth Group, LLC
INCREASED12,02010,955+1,065+10%$1.4M$1.4M+$48.8K2026-10-20
Gradient Capital Advisors, LLC
DECREASED11,91312,667-754-6%$1.6M$1.4M-$177.3K2026-10-21
Prosperity Financial Group, Inc.
DECREASED11,81911,964-145-1%$1.5M$1.4M-$100.7K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED11,76511,116+649+6%$1.4M$1.4M-$7792026-10-30
Facet Wealth, Inc.
INCREASED11,6099,836+1,773+18%$1.2M$1.4M+$140.1K2026-11-04
Middleton & Co Inc
INCREASED11,0519,899+1,152+12%$1.2M$1.3M+$66.5K2026-10-23
Financial Architects, LLC
DECREASED11,03511,280-245-2%$1.4M$1.3M-$107.7K2026-10-13
Foundry Financial LLC
DECREASED11,01411,068-540%$1.4M$1.3M-$83.7K2026-10-16
Signature Equity Partners, LLC
DECREASED10,88314,199-3,316-23%$1.8M$1.3M-$489.8K2026-10-29
Longview Financial Advisors, Inc.
DECREASED10,76611,838-1,072-9%$1.5M$1.3M-$208.9K2026-10-09
Del-Sette Capital Management, LLC
DECREASED10,73511,376-641-6%$1.4M$1.3M-$155.0K2026-10-23
San Luis Wealth Advisors LLC
DECREASED10,67110,797-126-1%$1.3M$1.3M-$90.4K2026-10-27
Jnba Financial Advisors
DECREASED10,28311,622-1,339-12%$1.4M$1.2M-$238.9K2026-11-03
Independent Wealth Network Inc.
NEW10,229—+10,229——$1.2M—2026-10-19
Capital Investment Advisors, LLC
INCREASED10,1339,318+815+9%$1.2M$1.2M+$30.8K2026-10-22
Partners Wealth Management, LLC
NEW9,897—+9,897——$1.2M—2026-10-28
Clark Wealth Partners
DECREASED9,6529,701-49-1%$1.2M$1.1M-$73.6K2026-10-19
GC Wealth Management RIA, LLC
INCREASED9,6509,593+57+1%$1.2M$1.1M-$60.3K2026-11-02
marrick wealth, LLC
INCREASED9,5539,001+552+6%$1.1M$1.1M+$2.0K2026-10-20
MN Wealth Advisors, LLC
DECREASED9,3189,553-235-2%$1.2M$1.1M-$94.5K2026-10-23
West Wealth Group, LLC
INCREASED9,3129,280+32+0%$1.2M$1.1M-$61.2K2026-10-14
Tenon Financial LLC
INCREASED9,2708,579+691+8%$1.1M$1.1M+$21.5K2026-10-14
Private Trust Co NA
INCREASED9,2428,322+920+11%$1.0M$1.1M+$50.2K2026-10-20
Strategic Advisors LLC
INCREASED9,1259,038+87+1%$1.1M$1.1M-$52.9K2026-10-13
US Bancorp \de\
DECREASED8,9119,153-242-3%$1.1M$1.0M-$92.5K2026-11-05
Morey & Quinn Wealth Partners, LLC
DECREASED8,6268,660-340%$1.1M$1.0M-$64.5K2026-10-28
Annex Advisory Services, LLC
DECREASED8,5588,917-359-4%$1.1M$1.0M-$104.6K2026-10-16
Parallel Advisors, LLC
DECREASED8,5528,574-220%$1.1M$1.0M-$62.6K2026-11-03
Diversified Management Inc
INCREASED8,5422,293+6,249+273%$286.1K$1.0M+$719.9K2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED8,5078,366+141+2%$1.0M$1.0M-$41.9K2026-11-03
Wavvest Wealth LLC
NEW8,482—+8,482——$998.9K—2026-10-21
Klingman & Associates, LLC
INCREASED8,3538,332+21+0%$1.0M$983.8K-$55.7K2026-10-20
Vista Investment Partners II, LLC
INCREASED8,3354,248+4,087+96%$530.0K$981.6K+$451.6K2026-10-15
Kings Path Partners LLC
INCREASED8,3307,702+628+8%$960.9K$981.0K+$20.1K2026-10-21
Directional Asset Management
INCREASED8,2247,166+1,058+15%$894.1K$968.5K+$74.5K2026-10-22
Redw Wealth LLC
INCREASED8,1978,196+1+0%$1.0M$965.3K-$57.2K2026-11-02
First Financial Corp
DECREASED8,0848,312-228-3%$1.0M$952.1K-$85.0K2026-10-13
Verus Wealth Management, LLC
INCREASED8,0636,668+1,395+21%$831.9K$949.6K+$117.7K2026-10-13
D.A. Davidson & Co.
INCREASED7,9874,143+3,844+93%$516.9K$940.6K+$423.7K2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED7,9829,149-1,167-13%$1.1M$940.0K-$201.4K2026-10-09
Bank of New York Mellon Corp
INCREASED7,9806,089+1,891+31%$759.7K$939.7K+$180.0K2026-11-05
Opal Wealth Advisors, LLC
INCREASED7,8017,575+226+3%$945.1K$918.7K-$26.3K2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED7,7955,618+2,177+39%$296.4K$256.7K-$39.7K2026-11-04
Cypress Financial Planning LLC
DECREASED7,7597,832-73-1%$977.1K$913.7K-$63.4K2026-10-09
Regions Financial Corp
UNCHANGED7,7417,74100%$965.8K$911.7K-$54.1K2026-11-05
Sherman Wealth Management LLC
INCREASED7,6644,351+3,313+76%$542.8K$902.5K+$359.7K2026-10-16
Cambridge Financial Group, LLC
UNCHANGED7,6607,66000%$955.7K$955.7K$02026-10-06
Crosspoint Financial, LLC
DECREASED7,64111,108-3,467-31%$1.4M$900.0K-$485.8K2026-11-03
ProCore Advisors, LLC
INCREASED7,6367,439+197+3%$928.1K$899.3K-$28.8K2026-10-14
Boyce & Associates Wealth Consulting, Inc.
DECREASED7,6178,858-1,241-14%$1.1M$897.0K-$208.2K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED7,5936,327+1,266+20%$789.3K$894.2K+$104.9K2026-11-04
WealthPlan Investment Management, LLC
INCREASED7,5746,926+648+9%$864.1K$892.0K+$28.0K2026-10-15
Cornell Pochily Investment Advisors, Inc.
INCREASED7,4157,357+58+1%$917.8K$873.3K-$44.5K2026-10-19
Prospera Capital Management, LLC
DECREASED7,3907,820-430-5%$968.3K$870.3K-$98.0K2026-10-19
Freedom Day Solutions, LLC
UNCHANGED7,3667,36600%$919.0K$867.5K-$51.5K2026-10-20
BIP Wealth, LLC
INCREASED7,3243,866+3,458+89%$482.4K$862.5K+$380.2K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED7,3116,934+377+5%$865.1K$861.0K-$4.1K2026-10-29
Synergy Asset Management, LLC
INCREASED7,1963,507+3,689+105%$437.5K$847.5K+$409.9K2026-11-05
Convergence Financial, LLC
DECREASED7,1699,592-2,423-25%$1.2M$844.2K-$352.5K2026-10-27
RCS Financial Planning, LLC
DECREASED7,1387,262-124-2%$906.1K$840.6K-$65.4K2026-10-14
Legacy Financial Group, Inc.
INCREASED7,1305,013+2,117+42%$625.4K$839.7K+$214.3K2026-10-21
Winnacle Wealth LLC
NEW7,021—+7,021——$826.9K—2026-10-15
Certior Financial Group, LLC
DECREASED7,0017,096-95-1%$885.3K$824.5K-$60.8K2026-10-19
Belleair Asset Management, LLC
DECREASED6,8997,303-404-6%$911.1K$812.5K-$98.6K2026-11-03
Powers Advisory Group, LLC
INCREASED6,7566,395+361+6%$797.8K$795.6K-$2.2K2026-10-14
Integrated Capital Management, LLC
INCREASED6,7486,678+70+1%$833.2K$794.8K-$38.4K2026-10-23
First Heartland Consultants, Inc.
NEW6,640—+6,640——$782.0K—2026-10-08
Oceanside Advisors LLC
INCREASED6,4766,343+133+2%$791.3K$762.7K-$28.6K2026-11-03
R2 Capital Strategies, LLC
INCREASED6,4405,266+1,174+22%$657.0K$758.4K+$101.5K2026-10-15
Index Fund Advisors, Inc.
INCREASED6,3626,355+7+0%$792.9K$749.2K-$43.7K2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED6,3181,667+4,651+279%$208.0K$744.1K+$536.1K2026-10-14
Monetary Solutions, Ltd
DECREASED6,2566,463-207-3%$806.3K$736.7K-$69.5K2026-10-22
Thrivent Financial for Lutherans
INCREASED6,2195,439+780+14%$679.0K$732.0K+$53.0K2026-11-05
Guyasuta Investment Advisors Inc
INCREASED6,2004,532+1,668+37%$565.4K$730.2K+$164.8K2026-10-15
ARK & TLK Investments, LLC
UNCHANGED6,2006,20000%$773.5K$730.2K-$43.3K2026-10-20
Prospera Financial Services Inc
INCREASED6,0822,532+3,550+140%$315.9K$750.7K+$434.8K2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED6,0585,919+139+2%$738.4K$713.4K-$25.0K2026-10-08
Allegheny Financial Group
NEW6,054—+6,054——$713.1K—2026-11-05
D'Orazio & Associates, Inc.
INCREASED5,9985,729+269+5%$714.8K$706.3K-$8.4K2026-11-04
RHL Group, LLC
INCREASED5,9795,848+131+2%$731.0K$704.2K-$26.8K2026-11-04
Acorn Wealth Advisors, LLC
INCREASED5,9674,596+1,371+30%$573.4K$702.8K+$129.3K2026-10-19
Triune Financial Partners, LLC
INCREASED5,9365,916+20+0%$738.1K$699.1K-$39.0K2026-11-03
LongView Wealth Management
INCREASED5,9062,928+2,978+102%$365.2K$695.5K+$330.3K2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED5,8916,173-282-5%$770.1K$693.8K-$76.4K2026-10-14
Benson Investment Management Company, Inc.
INCREASED5,7005,200+500+10%$648.8K$671.3K+$22.5K2026-10-13
Nova R Wealth, Inc.
DECREASED5,6567,263-1,607-22%$906.1K$666.2K-$240.0K2026-10-26
Cardinal Point Capital Management ULC
UNCHANGED5,6105,61000%$699.9K$660.7K-$39.2K2026-10-21
WealthSpring Partners, LLC
NEW5,578—+5,578——$656.9K—2026-10-14
Master's Wealth Management Inc.
INCREASED5,5254,459+1,066+24%$556.3K$650.7K+$94.4K2026-10-22
Beacon Financial Planning, Inc
NEW5,403—+5,403——$636.4K—2026-11-04
NWF Advisory Services Inc.
INCREASED5,3435,239+104+2%$653.6K$629.2K-$24.4K2026-10-19
PCG Asset Management, LLC
NEW5,340—+5,340——$628.9K—2026-11-05
Sowell Financial Services LLC
INCREASED5,3324,838+494+10%$603.6K$627.9K+$24.3K2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
INCREASED5,3305,245+85+2%$654.4K$627.7K-$26.7K2026-10-09
M Wealth Management, LLC
DECREASED5,3095,709-400-7%$712.3K$625.2K-$87.0K2026-10-14
Selective Wealth Management, Inc.
INCREASED5,3084,857+451+9%$608.8K$639.3K+$30.5K2026-10-16
Alliance Wealth Advisors, LLC
DECREASED5,3085,619-311-6%$701.0K$625.1K-$75.9K2026-10-28
Marino, Stram & Associates LLC
INCREASED5,2814,065+1,216+30%$507.1K$621.9K+$114.8K2026-10-22
Balance Wealth Partners LLC
INCREASED5,2534,531+722+16%$565.3K$618.6K+$53.3K2026-10-27
Macco Financial Group, Inc.
INCREASED5,2204,594+626+14%$573.1K$614.8K+$41.6K2026-11-05
Redwood Park Advisors LLC
INCREASED5,0715,054+17+0%$630.5K$597.2K-$33.3K2026-11-02
Autumn Glory Partners, LLC
UNCHANGED5,0465,04600%$629.5K$594.3K-$35.3K2026-10-26
CGN Advisors LLC
DECREASED4,9925,121-129-3%$638.9K$587.9K-$51.0K2026-10-21
Accurate Wealth Management, LLC
INCREASED4,9854,759+226+5%$589.8K$601.2K+$11.4K2026-10-20
Strategent Financial, LLC
INCREASED4,9784,669+309+7%$582.5K$586.3K+$3.8K2026-10-30
Next Level Private LLC
INCREASED4,9463,886+1,060+27%$484.8K$582.5K+$97.7K2026-10-20
Koshinski Asset Management, Inc.
UNCHANGED4,9004,90000%$611.3K$577.1K-$34.2K2026-10-29
Guardsman Private Capital Management, Inc.
UNCHANGED4,8844,88400%$609.3K$575.2K-$34.1K2026-10-19
JIM Saulnier & Associates, LLC
INCREASED4,8824,869+13+0%$607.4K$575.0K-$32.5K2026-11-04
Cushing Capital Partners, LLC
INCREASED4,8362,865+1,971+69%$357.4K$569.5K+$212.1K2026-10-20
Signature Resources Capital Management, LLC
INCREASED4,7624,047+715+18%$504.9K$560.8K+$55.9K2026-10-16
Financial Symmetry Inc
DECREASED4,6944,696-20%$585.9K$552.8K-$33.1K2026-10-06
Cypress Wealth Services, LLC
DECREASED4,6534,666-130%$582.1K$560.6K-$21.6K2026-10-21
Lodestone Wealth Management LLC
INCREASED4,615820+3,795+463%$102.3K$543.5K+$441.3K2026-10-14
Accredited Investors Inc.
INCREASED4,5994,411+188+4%$550.3K$541.6K-$8.7K2026-11-03
Valeo Financial Advisors, LLC
INCREASED4,5994,553+46+1%$568.0K$541.7K-$26.4K2026-10-08
Heritage Investment Group, Inc.
UNCHANGED4,5624,56200%$569.2K$537.3K-$31.9K2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED4,5615,285-724-14%$659.4K$537.1K-$122.3K2026-10-13
Lido Advisors, LLC
DECREASED4,4965,851-1,355-23%$730.1K$529.6K-$200.5K2026-11-04
Bestgate Wealth Advisors, LLC
INCREASED4,4781,790+2,688+150%$223.3K$527.4K+$304.1K2026-10-13
Stevens Capital Partners
INCREASED4,4573,368+1,089+32%$420.1K$524.9K+$104.8K2026-10-29
Breakwater Capital Group
INCREASED4,4214,168+253+6%$520.0K$520.6K+$6282026-10-09
Decker Retirement Planning Inc.
INCREASED4,4214,390+31+1%$547.7K$520.7K-$27.0K2026-10-19
Pinnacle Bancorp, Inc.
INCREASED4,3784,093+285+7%$510.7K$515.6K+$4.9K2026-10-21
BancFirst Trust & Investment Management
INCREASED4,3564,341+15+0%$541.2K$517.4K-$23.8K2026-10-30
Well Done, LLC
NEW4,323—+4,323——$509.1K—2026-10-20
Klaas Financial Asset Advisors, LLC
DECREASED4,3224,574-252-6%$570.7K$509.0K-$61.7K2026-10-19
Parkside Financial Bank & Trust
INCREASED4,3064,302+4+0%$536.7K$507.1K-$29.5K2026-10-27
UMB Private Wealth Management, LLC
NEW4,264—+4,264——$502.2K—2026-10-19
Root Financial Partners, LLC
NEW4,154—+4,154——$489.2K—2026-10-21
Andrews, Lucia Wealth Management LLC
INCREASED4,1493,664+485+13%$457.1K$488.6K+$31.5K2026-11-02
SBI Securities Co., Ltd.
INCREASED4,145163+3,982+2443%$20.3K$488.2K+$467.8K2026-10-22
Triad Wealth Partners, LLC
NEW4,144—+4,144——$488.0K—2026-10-26
Jm2 Capital Inc.
INCREASED4,1363,512+624+18%$438.2K$487.1K+$48.9K2026-10-14
Hohimer Wealth Management, LLC
UNCHANGED4,0744,07400%$508.3K$479.8K-$28.5K2026-11-04
BAM Wealth Management, LLC
INCREASED4,0343,998+36+1%$498.8K$475.1K-$23.7K2026-10-15
GEN Financial Management, Inc.
UNCHANGED4,0144,01400%$500.8K$472.7K-$28.1K2026-10-13
Bannerman Wealth Management Group, LLC
UNCHANGED4,0014,00100%$499.1K$471.2K-$28.0K2026-10-09
FCG Investment Co
INCREASED3,9743,033+941+31%$378.4K$468.0K+$89.6K2026-10-13
Trellis Wealth Advisors LLC
INCREASED3,9423,929+13+0%$490.2K$464.3K-$25.9K2026-10-19
PUREfi Wealth, LLC
NEW3,938—+3,938——$463.8K—2026-10-19
Huntleigh Advisors, Inc.
INCREASED3,8923,120+772+25%$389.3K$458.4K+$69.1K2026-11-03
Santori & Peters, Inc.
INCREASED3,8903,545+345+10%$442.3K$458.1K+$15.9K2026-10-26
Quantum Financial Partners LLC
INCREASED3,8843,444+440+13%$429.7K$457.4K+$27.8K2026-10-19
Ritholtz Wealth Management
INCREASED3,8723,845+27+1%$479.7K$456.0K-$23.6K2026-11-05
Rinkey Investments
INCREASED3,8643,716+148+4%$463.6K$455.1K-$8.5K2026-10-28
Manchester Financial Inc
NEW3,853—+3,853——$453.7K—2026-10-15
QTR Family Wealth, LLC
INCREASED3,8531,838+2,015+110%$229.3K$453.8K+$224.5K2026-11-02
Flagstar Securities, Inc
NEW3,845—+3,845——$452.8K—2026-10-15
J.M. Arbour, LLC
DECREASED3,8403,949-109-3%$492.7K$452.2K-$40.4K2026-11-05
Sensible Money, LLC
INCREASED3,8112,262+1,549+68%$282.2K$448.8K+$166.7K2026-10-20
Summit Financial Strategies, Inc.
DECREASED3,7943,795-10%$473.5K$446.8K-$26.6K2026-10-14
Walkner Condon Financial Advisors LLC
NEW3,765—+3,765——$443.4K—2026-11-02
Mcdonald Partners LLC
NEW3,739—+3,739——$440.3K—2026-11-03
Integrity Advisory Solutions, LLC
INCREASED3,6893,390+299+9%$423.0K$434.6K+$11.6K2026-10-29
Narus Financial Partners, LLC
NEW3,668—+3,668——$432.0K—2026-10-19
Stewardship Concepts Financial Services LLC
INCREASED3,6673,666+1+0%$457.4K$431.9K-$25.5K2026-10-06
Brickley Wealth Management
UNCHANGED3,6623,66200%$456.9K$431.3K-$25.6K2026-11-04
Prosperity Advisers, LLC
NEW3,529—+3,529——$415.6K—2026-10-28
Advisory Resource Group
DECREASED3,5204,526-1,006-22%$564.7K$414.6K-$150.1K2026-10-26
CWC Advisors, Llc.
INCREASED3,5063,410+96+3%$425.4K$412.9K-$12.5K2026-10-15
Prosperitas Financial LLC
INCREASED3,4683,324+144+4%$414.7K$408.4K-$6.3K2026-10-28
Madrid Wealth Management, LLC
DECREASED3,4663,567-101-3%$445.0K$408.2K-$36.8K2026-10-23
Kelleher Financial Advisors
DECREASED3,4216,820-3,399-50%$851.0K$402.9K-$448.1K2026-10-30
Garde Capital, Inc.
UNCHANGED3,3743,37400%$420.9K$397.4K-$23.6K2026-10-29
Stewardship Advisors, LLC
DECREASED3,3563,396-40-1%$423.7K$395.2K-$28.4K2026-10-20
Cora Capital Advisors LLC
UNCHANGED3,3033,30300%$412.1K$389.0K-$23.1K2026-11-02
One Way Holdings LLC
DECREASED3,2433,953-710-18%$493.2K$381.9K-$111.2K2026-10-29
Baker Ellis Asset Management LLC
UNCHANGED3,2303,23000%$403.0K$380.4K-$22.6K2026-10-14
Balboa Wealth Partners
INCREASED3,2143,212+2+0%$400.8K$378.6K-$22.2K2026-10-20
Flaharty Asset Management, LLC
DECREASED3,19614,622-11,426-78%$1.8M$383.6K-$1.4M2026-11-02
Newman Dignan & Sheerar, Inc.
NEW3,172—+3,172——$373.6K—2026-10-21
International Assets Investment Management, LLC
INCREASED3,1613,001+160+5%$373.2K$376.5K+$3.3K2026-11-02
Badgley Phelps Wealth Managers, LLC
DECREASED3,0813,131-50-2%$390.6K$362.9K-$27.8K2026-10-22
Legacy Financial Strategies, LLC
INCREASED3,0763,071+5+0%$383.2K$362.3K-$20.9K2026-10-15
rebel Financial LLC
DECREASED3,06734,102-31,035-91%$4.3M$361.2K-$3.9M2026-11-04
Cullen T Bankers, Inc.
INCREASED3,0232,775+248+9%$346.2K$356.0K+$9.8K2026-10-28
Aureum Wealth Management, LLC
DECREASED3,0143,616-602-17%$451.1K$355.0K-$96.2K2026-10-15
TD Waterhouse Canada Inc.
DECREASED2,9653,042-77-3%$378.4K$353.3K-$25.1K2026-10-16
Univest Financial Corp
UNCHANGED2,9512,95100%$368.2K$347.5K-$20.6K2026-11-05
Cassilly Financial Group LLC
DECREASED2,9483,148-200-6%$392.8K$347.2K-$45.5K2026-10-07
Dala Group, LLC
INCREASED2,9372,847+90+3%$355.1K$345.9K-$9.2K2026-10-29
Essex Bank
UNCHANGED2,9192,91900%$364.2K$343.8K-$20.4K2026-10-16
Matrix Trust Co
DECREASED2,8723,068-196-6%$383.0K$338.0K-$45.0K2026-10-07
Coquina Private Wealth LLC
DECREASED2,8283,052-224-7%$380.7K$333.0K-$47.7K2026-10-27
Gibbs Wealth Management
NEW2,826—+2,826——$332.8K—2026-10-22
Global Wealth Management, LLC
INCREASED2,7882,784+4+0%$347.3K$328.3K-$19.0K2026-10-15
Ethic Inc.
INCREASED2,7651,756+1,009+57%$219.1K$325.7K+$106.6K2026-11-03
Global Trust Wealth Management LLC
UNCHANGED2,7502,75000%$343.1K$323.9K-$19.2K2026-10-14
Keystone Wealth Services, LLC
NEW2,720—+2,720——$323.1K—2026-11-03
Aspiriant, LLC
INCREASED2,6861,931+755+39%$240.9K$316.3K+$75.4K2026-10-16
LifeGoal Investments, LLC
INCREASED2,6621,697+965+57%$211.7K$313.5K+$101.8K2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED2,6362,582+54+2%$322.1K$310.5K-$11.6K2026-10-29
Americana Partners, LLC
INCREASED2,5872,257+330+15%$281.6K$304.6K+$23.1K2026-10-28
Robinswood Financial LLC
DECREASED2,5842,877-293-10%$359.0K$309.2K-$49.8K2026-10-20
Hurlow Wealth Management Group, Inc.
UNCHANGED2,4772,47700%$309.0K$291.7K-$17.3K2026-10-29
Investment Research & Advisory Group, Inc.
INCREASED2,4742,344+130+6%$292.4K$291.3K-$1.1K2026-10-19
Family Legacy, Inc.
INCREASED2,4322,290+142+6%$285.7K$286.4K+$7172026-10-13
Base Wealth Management LLC
UNCHANGED2,4322,43200%$303.4K$286.4K-$17.0K2026-10-21
Assetmark, Inc
INCREASED2,3932,216+177+8%$276.5K$281.8K+$5.4K2026-10-21
Sharper & Granite LLC
INCREASED2,3872,377+10+0%$296.6K$263.7K-$32.9K2026-11-02
LJI Wealth Management, LLC
DECREASED2,3496,328-3,979-63%$789.5K$276.7K-$512.8K2026-10-28
Chapin Davis, Inc.
INCREASED2,3402,305+35+2%$287.6K$275.6K-$12.0K2026-10-09
Mainsail Asset Management, LLC
INCREASED2,3302,259+71+3%$283.2K$280.7K-$2.5K2026-10-14
John W. Brooker & Co., CPAs
DECREASED2,3282,434-106-4%$303.7K$274.2K-$29.5K2026-10-21
Whelan Financial
UNCHANGED2,3102,31000%$288.2K$272.0K-$16.1K2026-10-28
First Premier Bank
UNCHANGED2,2682,26800%$283.0K$267.0K-$16.0K2026-10-13
Intelligent Financial Strategies
INCREASED2,2422,241+1+0%$279.6K$264.1K-$15.5K2026-10-16
Capital Square, LLC
INCREASED2,2391,812+427+24%$224.6K$263.7K+$39.1K2026-10-19
Epiq Partners, LLC
INCREASED2,1481,641+507+31%$204.7K$252.9K+$48.2K2026-10-07
Latitude Advisors, LLC
NEW2,092—+2,092——$246.4K—2026-10-27
Split Rock Private Trading & Wealth Management, LLC
DECREASED2,0772,396-319-13%$298.9K$244.6K-$54.3K2026-10-15
Signaturefd, LLC
INCREASED2,0681,746+322+18%$217.8K$243.5K+$25.8K2026-10-23
TMB Capital Partners, LLC
INCREASED2,0581,857+201+11%$231.7K$242.3K+$10.7K2026-10-20
Ballew Advisors, Inc
NEW2,046—+2,046——$245.6K—2026-10-05
ADG Wealth Management Group, LLC
UNCHANGED1,9961,99600%$249.0K$235.1K-$14.0K2026-10-23
Truefg, LLC
UNCHANGED1,9901,99000%$248.3K$234.4K-$13.9K2026-10-15
Grant Private Wealth Management Inc
DECREASED1,9632,272-309-14%$283.5K$231.2K-$52.3K2026-10-19
Cannon Advisors, Inc.
UNCHANGED1,9391,93900%$240.6K$233.9K-$6.7K2026-10-14
Lanark Financial, Inc.
INCREASED1,915324+1,591+491%$40.4K$225.5K+$185.1K2026-10-26
Oath Planning, LLC
INCREASED1,9091,908+1+0%$238.0K$224.9K-$13.2K2026-10-20
Novem Group
NEW1,883—+1,883——$221.8K—2026-10-19
Sapient Capital LLC
DECREASED1,8701,972-102-5%$246.0K$220.2K-$25.8K2026-10-08
Baxter Bros Inc
NEW1,860—+1,860——$219.1K—2026-11-04
Atlas Private Wealth Advisors
NEW1,852—+1,852——$218.1K—2026-10-23
Acropolis Investment Management, LLC
DECREASED1,8472,240-393-18%$279.5K$217.5K-$62.0K2026-10-08
SeaBridge Investment Advisors LLC
NEW1,836—+1,836——$216.2K—2026-11-02
Pinion Investment Advisors, LLC
DECREASED1,8251,863-38-2%$232.5K$215.0K-$17.5K2026-11-04
Csenge Advisory Group
NEW1,812—+1,812——$213.4K—2026-11-04
Rossby Financial, LCC
INCREASED1,808137+1,671+1220%$17.1K$212.9K+$195.8K2026-11-05
Vann Equity Management LLC
INCREASED1,8031,767+36+2%$220.5K$212.3K-$8.1K2026-10-08
Ferguson Wellman Capital Management, Inc
DECREASED1,7912,023-232-11%$252.4K$210.9K-$41.5K2026-10-05
Financial Network Wealth Advisors LLC
INCREASED1,7711,755+16+1%$219.0K$208.6K-$10.4K2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED1,7701,77000%$222.9K$214.1K-$8.8K2026-10-21
Aspen Investment Management Inc
UNCHANGED1,7681,76800%$221.0K$208.0K-$13.0K2026-11-05
Fermata Advisors, LLC
DECREASED1,7611,835-74-4%$229.0K$207.3K-$21.6K2026-10-13
Trust Co of Vermont
DECREASED1,7571,937-180-9%$241.7K$206.9K-$34.7K2026-10-21
Tennessee Valley Asset Management Partners
DECREASED1,7201,776-56-3%$221.6K$202.6K-$19.0K2026-11-03
Magnus Financial Group LLC
NEW1,716—+1,716——$202.1K—2026-10-21
AdvisorNet Financial, Inc
INCREASED1,681779+902+116%$97.2K$200.3K+$103.1K2026-10-15
Adkins Seale Capital Management LLC
NEW1,663—+1,663——$195.9K—2026-10-27
Avion Wealth
DECREASED1,5232,923-1,400-48%$364.0K$179.0K-$185.0K2026-11-04
Evolution Wealth Management Inc.
INCREASED1,502949+553+58%$118.4K$176.9K+$58.5K2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED1,3901,39000%$173.4K$163.7K-$9.7K2026-10-30
Arlington Trust Co LLC
UNCHANGED1,1451,14500%$142.9K$134.8K-$8.0K2026-10-20
Spire Wealth Management
DECREASED1,1132,673-1,560-58%$333.5K$131.1K-$202.4K2026-10-30
Ashton Thomas Securities, LLC
UNCHANGED1,0931,09300%$136.4K$128.7K-$7.6K2026-10-26
GGM Financial LLC
UNCHANGED1,0051,00500%$125.4K$118.4K-$7.0K2026-11-05
Harbor Investment Advisory, LLC
NEW990—+990——$116.6K—2026-10-13
Nemes Rush Group LLC
DECREASED891901-10-1%$112.4K$105.0K-$7.5K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED82482400%$102.8K$97.0K-$5.8K2026-10-21
MidAtlantic Capital Management, Inc.
NEW731—+731——$86.1K—2026-11-05
Clayton Financial Group LLC
NEW701—+701——$82.6K—2026-10-13
First Command Advisory Services, Inc.
DECREASED679952-273-29%$118.8K$79.1K-$39.6K2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED66766700%$83.2K$78.6K-$4.7K2026-10-05
Provenance Wealth Advisors, LLC
NEW666—+666——$78.4K—2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED655601+54+9%$75.0K$77.1K+$2.2K2026-11-03
Atwood & Palmer Inc
INCREASED610607+3+0%$75.8K$71.8K-$4.0K2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED60960900%$76.0K$71.7K-$4.3K2026-10-16
Buck Wealth Strategies, LLC
DECREASED606623-17-3%$77.7K$71.4K-$6.3K2026-10-28
Sfam, LLC
UNCHANGED57557500%$71.7K$67.7K-$4.0K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED56858+510+879%$7.2K$66.9K+$59.7K2026-11-05
Ares Financial Consulting, LLC
UNCHANGED56356300%$70.2K$66.3K-$3.9K2026-10-19
POM Investment Strategies, LLC
INCREASED552359+193+54%$44.7K$65.1K+$20.3K2026-10-20
MeadowBrook Investment Advisors LLC
UNCHANGED54054000%$67.4K$65.9K-$1.5K2026-10-29
NorthAvenue LLC
DECREASED537577-40-7%$72.0K$63.2K-$8.7K2026-10-29
CX Institutional
INCREASED502439+63+14%$55.0K$59-$54.9K2026-10-02
Centerpoint Advisors, LLC
UNCHANGED50050000%$62.0K$59.0K-$3.0K2026-11-05
West Paces Advisors Inc.
UNCHANGED49649600%$61.9K$58.4K-$3.5K2026-10-13
Vision Financial Markets LLC
DECREASED487595-108-18%$73.9K$57.9K-$16.1K2026-10-22
Kingdom Financial Group Llc.
INCREASED47246+426+926%$5.7K$55.6K+$49.9K2026-11-04
Mather Group, Llc.
INCREASED467441+26+6%$55.0K$55.0K-$202026-10-14
Burkett Financial Services, LLC
NEW456—+456——$53.7K—2026-10-01
Valley National Advisers Inc
UNCHANGED41441400%$51.7K$48.8K-$2.9K2026-10-23
Country Trust Bank
UNCHANGED39939900%$49.8K$47.0K-$2.8K2026-10-30
Chapman Financial Group, LLC
UNCHANGED39839800%$49.7K$46.9K-$2.8K2026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED38138100%$47.5K$44.9K-$2.7K2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED373372+1+0%$46.4K$44.0K-$2.5K2026-10-23
Abound Wealth Management
INCREASED369351+18+5%$43.7K$43.4K-$3242026-10-26
Blue Trust, Inc.
NEW364—+364——$42.9K—2026-10-15
SJS Investment Consulting Inc.
UNCHANGED33433400%$41.7K$39.3K-$2.3K2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED322162+160+99%$20.2K$37.9K+$17.7K2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED31231200%$39.0K$36.8K-$2.2K2026-10-15
Foresight Capital Management Advisors, Inc.
NEW304—+304——$35.8K—2026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED30230200%$37.7K$35.6K-$2.1K2026-11-03
Elevation Wealth Partners, LLC
DECREASED3013,929-3,628-92%$490.2K$35.5K-$454.7K2026-10-07
Lloyd Advisory Services, Llc.
DECREASED290328-38-12%$40.9K$34.1K-$6.8K2026-11-02
Your Advocates Ltd., LLP
INCREASED254253+1+0%$31.6K$29.9K-$1.7K2026-11-03
Simplex Trading, LLC
DECREASED253625-372-60%$78.0K$29.8K-$48.2K2026-11-04
Comprehensive Financial Planning, Inc.
DECREASED242248-6-2%$30.9K$28.5K-$2.4K2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED240239+1+0%$29.9K$28.3K-$1.6K2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED22822800%$28.5K$26.9K-$1.6K2026-11-03
Morling Financial Advisors, LLC
NEW222—+222——$26.1K—2026-10-28
Montgomery Financial Services LLC
UNCHANGED21821800%$27.2K$25.7K-$1.5K2026-11-03
Bernzott Capital Advisors
NEW200—+200——$23.6K—2026-10-29
Evermay Wealth Management LLC
NEW174—+174——$20.5K—2026-11-05
RMG Wealth Management LLC
NEW169—+169——$20.6K—2026-10-26
Allspring Global Investments Holdings, LLC
NEW138—+138——$16.6K—2026-11-04
Blue Bell Private Wealth Management, LLC
NEW133—+133——$15.7K—2026-10-29
Tounjian Advisory Partners, LLC
UNCHANGED13113100%$16.3K$15.4K-$8612026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED12712700%$15.8K$15.0K-$8882026-10-16
StrongBox Wealth, LLC
DECREASED124128-4-3%$16.0K$14.6K-$1.4K2026-11-02
Key FInancial Inc
UNCHANGED11911900%$14.8K$14.0K-$8312026-11-02
Gamma Investing LLC
UNCHANGED10510500%$13.1K$12.4K-$7342026-10-08
Farmers & Merchants Trust Co of Chambersburg PA
NEW97—+97——$11—2026-10-14
GK Wealth Management LLC
NEW97—+97——$11.4K—2026-10-09
Cape Investment Advisory, Inc.
DECREASED97204-107-52%$25.5K$11.4K-$14.0K2026-10-13
Southern Michigan Bank & Trust
NEW96—+96——$11.3K—2026-10-19
Maseco LLP
NEW93—+93——$11.0K—2026-10-27
Mosley Wealth Management
UNCHANGED909000%$11.2K$10.8K-$3882026-10-16
Oakworth Capital, Inc.
NEW88—+88——$10.4K—2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED858500%$10.6K$10.0K-$5952026-11-04
Salomon & Ludwin, LLC
UNCHANGED828200%$10.2K$9.7K-$5402026-10-29
Three Bridge Wealth Advisors, LLC
NEW80—+80——$9.4K—2026-11-05
Pioneer Family Office, LLC
UNCHANGED676700%$8.4K$7.9K-$4682026-10-30
Thompson Investment Management, Inc.
UNCHANGED636300%$7.9K$7.4K-$4402026-10-14
Archer Investment Corp
NEW55—+55——$6.5K—2026-11-05
Vermillion Wealth Management, Inc.
UNCHANGED545400%$6.7K$6.4K-$3772026-10-26
Nfsg Corp
UNCHANGED505000%$6.2K$5.9K-$3492026-10-15
First Pacific Financial
UNCHANGED363600%$4.5K$4.3K-$2382026-10-14
IMG Wealth Management, Inc.
NEW33—+33——$3.9K—2026-10-27
Richardson Financial Services Inc.
UNCHANGED212100%$2.6K$2.5K-$1472026-10-30
Ascentis Independent Advisors
NEW16—+16——$1.9K—2026-11-03
Davis Capital Management
UNCHANGED111100%$1.4K$1.3K-$722026-10-08
Tradewinds Capital Management, LLC
NEW10—+10——$1.2K—2026-10-23
Spurstone Advisory Services, LLC
UNCHANGED6600%$746$715-$312026-11-02
Hurley Capital, LLC
NEW4—+4——$471—2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED2200%$250$236-$142026-11-02
Gen-Wealth Partners Inc
NEW0—0——$46—2026-11-04
Johnson Financial Group, LLC
CLOSED011,245-11,245-100%$1.4M$0-$1.4M2026-11-03
KMG Fiduciary Partners, LLC
CLOSED07,807-7,807-100%$974.0K$0-$974.0K2026-10-14
Scarborough Advisors, LLC
CLOSED04,469-4,469-100%$555.8K$0-$555.8K2026-10-16
Citizens Financial Group Inc
CLOSED02,891-2,891-100%$360.7K$0-$360.7K2026-10-23
Mission Wealth Management, LP
CLOSED02,522-2,522-100%$314.7K$0-$314.7K2026-10-15
Farmers & Merchants Trust Co of Long Beach
CLOSED02,260-2,260-100%$282.0K$0-$282.0K2026-10-22
Schneider Downs Wealth Management Advisors, LP
CLOSED02,194-2,194-100%$273.7K$0-$273.7K2026-10-27
Fortune Financial Group, Inc.
CLOSED02,165-2,165-100%$270.2K$0-$270.2K2026-10-22
Avestar Capital, LLC
CLOSED02,039-2,039-100%$254.4K$0-$254.4K2026-10-28
Park State Asset Management
CLOSED01,697-1,697-100%$211.7K$0-$211.7K2026-11-02
Innovative Wealth Building LLC
CLOSED01,664-1,664-100%$207.6K$0-$207.6K2026-10-14
Todd Wealth Management, LLC
CLOSED01,645-1,645-100%$205.2K$0-$205.2K2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED01,108-1,108-100%$138.2K$0-$138.2K2026-10-29
Cornerstone Planning Group LLC
CLOSED0272-272-100%$34.3K$0-$34.3K2026-10-16
MCF Advisors LLC
CLOSED0250-250-100%$31.2K$0-$31.2K2026-10-28
Key Capital Management, Inc
CLOSED049-49-100%$6.2K$0-$6.2K2026-11-03
Markowski Investments
CLOSED047-47-100%$5.9K$0-$5.9K2026-10-30
Salem Investment Counselors Inc
CLOSED021-21-100%$2.6K$0-$2.6K2026-10-13
LPL Financial LLC
N/A—7,864,486-7,864,486-100%$981.2M———
Focus Partners Wealth
N/A—6,563,363-6,563,363-100%$818.8M———
Bank of America Corp
N/A—3,459,279-3,459,279-100%$431.6M———
Morgan Stanley
N/A—3,408,496-3,408,496-100%$425.2M———
Ameriprise Financial Inc
N/A—3,091,988-3,091,988-100%$385.7M———
Focus Partners Advisor Solutions, LLC
N/A—2,999,892-2,999,892-100%$374.3M———
Mason Investment Advisory Services, Inc.
N/A—2,824,089-2,824,089-100%$352.3M———
Truepoint, Inc.
N/A—2,653,956-2,653,956-100%$331.1M———
Northwestern Mutual Wealth Management Co
N/A—2,613,184-2,613,184-100%$326.0M———
Envestnet Asset Management Inc
N/A—2,398,665-2,398,665-100%$299.3M———
Wells Fargo & Company
N/A—2,285,615-2,285,615-100%$285.2M———
Raymond James Financial Inc
N/A—1,929,481-1,929,481-100%$240.7M———
Waverly Advisors, LLC
N/A—1,801,650-1,801,650-100%$224.8M———
UBS Group AG
N/A—1,607,642-1,607,642-100%$200.6M———
HighTower Advisors, LLC
N/A—1,433,034-1,433,034-100%$178.8M———
Osaic Holdings, Inc.
N/A—1,300,542-1,300,542-100%$162.3M———
Sequoia Financial Advisors, LLC
N/A—1,063,743-1,063,743-100%$132.7M———
Cetera Investment Advisers
N/A—1,060,508-1,060,508-100%$132.3M———
American Century Companies Inc
N/A—1,034,018-1,034,018-100%$129.0M———
Alesco Advisors, LLC, An ESL Co
N/A—1,021,939-1,021,939-100%$127.5M———
JPMorgan Chase & Co
N/A—969,133-969,133-100%$120.8M———
Savant Capital, LLC
N/A—948,506-948,506-100%$118.3M———
Royal Bank of Canada
N/A—918,011-918,011-100%$114.5M———
Beaird Harris Wealth Management, LLC
N/A—749,891-749,891-100%$93.6M———
Private Advisor Group, LLC
N/A—685,640-685,640-100%$85.5M———
Cresset Asset Management, LLC
N/A—682,657-682,657-100%$85.2M———
Satovsky Asset Management LLC
N/A—618,166-618,166-100%$77.1M———
Zions Bancorporation, National Association
N/A—545,956-545,956-100%$68.1M———
Envestnet Portfolio Solutions, Inc.
N/A—545,414-545,414-100%$68.0M———
Jones Financial Companies Lllp
N/A—526,841-526,841-100%$65.8M———
PNC Financial Services Group, Inc.
N/A—525,630-525,630-100%$65.6M———
KEB Asset Management, LLC
N/A—507,078-507,078-100%$63.3M———
Oxford Financial Group, Ltd. LLC
N/A—497,164-497,164-100%$62.0M———
Savvy Advisors, Inc.
N/A—446,377-446,377-100%$55.7M———
Werba Rubin Papier Wealth Management
N/A—440,829-440,829-100%$55.0M———
Bluespring Wealth Management, LLC
N/A—434,760-434,760-100%$54.2M———
Team Hewins, LLC
N/A—411,350-411,350-100%$51.3M———
BWM Planning, LLC
N/A—362,254-362,254-100%$45.2M———
Greenline Partners, LLC
N/A—338,946-338,946-100%$42.3M———
MAI Capital Management
N/A—328,545-328,545-100%$41.0M———
Venturi Wealth Management, LLC
N/A—307,011-307,011-100%$38.3M———
MML Investors Services, LLC
N/A—306,724-306,724-100%$38.3M———
N.E.W. Advisory Services LLC
N/A—293,796-293,796-100%$36.7M———
Hill Investment Group Partners, LLC
N/A—287,140-287,140-100%$35.8M———
Quent Capital, LLC
N/A—281,331-281,331-100%$35.1M———
Stifel Financial Corp
N/A—275,637-275,637-100%$34.4M———
Falcon Wealth Planning
N/A—270,692-270,692-100%$33.8M———
HighPoint Advisor Group LLC
N/A—269,698-269,698-100%$33.6M———
Beacon Pointe Advisors, LLC
N/A—261,635-261,635-100%$32.6M———
Pathstone Holdings, LLC
N/A—249,625-249,625-100%$31.1M———
Oakwell Private Wealth Management, LLC
N/A—238,894-238,894-100%$29.8M———
Baird Financial Group, Inc.
N/A—231,550-231,550-100%$28.9M———
HHM Wealth Advisors, LLC
N/A—224,884-224,884-100%$28.1M———
&partners
N/A—223,710-223,710-100%$28.0M———
JRM Investment Counsel, LLC
N/A—215,990-215,990-100%$26.9M———
Drake & Associates, LLC
N/A—214,617-214,617-100%$26.8M———
Rothschild Investment LLC
N/A—212,533-212,533-100%$26.5M———
NewEdge Advisors, LLC
N/A—210,495-210,495-100%$26.3M———
Bank of Montreal
N/A—206,450-206,450-100%$25.8M———
Stephens Inc
N/A—198,515-198,515-100%$24.8M———
Zhang Financial LLC
N/A—196,622-196,622-100%$24.5M———
Merit Financial Group, LLC
N/A—195,616-195,616-100%$24.4M———
WCG Wealth Advisors LLC
N/A—190,859-190,859-100%$23.8M———
AQR Capital Management LLC
N/A—190,592-190,592-100%$23.8M———
Rockefeller Capital Management L.P.
N/A—185,857-185,857-100%$23.2M———
Fort Vancouver Investment Management, LLC
N/A—184,679-184,679-100%$23.0M———
Betterment LLC
N/A—184,325-184,325-100%$23.0M———
Stock Yards Bank & Trust Co
N/A—181,132-181,132-100%$22.6M———
MB Generational Wealth, LLC
N/A—178,008-178,008-100%$22.2M———
Tidal Investments LLC
N/A—174,504-174,504-100%$21.8M———
OneDigital Investment Advisors LLC
N/A—173,695-173,695-100%$21.7M———
Libra Wealth LLC
N/A—173,101-173,101-100%$21.6M———
Gallagher Fiduciary Advisors, LLC
N/A—172,874-172,874-100%$21.6M———
PW Advisors, LLC \ FL
N/A—170,148-170,148-100%$21.2M———
Peak Asset Management, LLC
N/A—167,233-167,233-100%$20.9M———
Fiduciary Financial Advisors
N/A—157,475-157,475-100%$19.6M———
FAS Wealth Partners, Inc.
N/A—157,283-157,283-100%$19.6M———
Foundations Investment Advisors, LLC
N/A—154,836-154,836-100%$19.3M———
Ameritas Advisory Services, LLC
N/A—151,541-151,541-100%$18.9M———
Smartleaf Asset Management LLC
N/A—150,051-150,051-100%$18.7M———
Neuberger Berman Group LLC
N/A—148,410-148,410-100%$18.5M———
Claris Advisors, LLC / MO /
N/A—148,246-148,246-100%$18.5M———
Integrated Wealth Concepts LLC
N/A—147,927-147,927-100%$18.5M———
Mercer Global Advisors Inc
N/A—137,785-137,785-100%$17.2M———
Nwam LLC
N/A—137,469-137,469-100%$17.2M———
Mariner, LLC
N/A—134,010-134,010-100%$16.7M———
Pine Harbor Wealth Management, LLC
N/A—129,826-129,826-100%$16.2M———
Kavar Capital Partners Group, LLC
N/A—129,081-129,081-100%$16.1M———
Three Cord True Wealth Management, LLC
N/A—128,141-128,141-100%$16.0M———
Platform Wealth Management, LLC
N/A—127,675-127,675-100%$15.9M———
Capital Analysts, LLC
N/A—125,025-125,025-100%$15.6M———
L2 Asset Management, LLC
N/A—123,740-123,740-100%$15.4M———
Lutz Financial Services LLC
N/A—122,961-122,961-100%$15.3M———
Allworth Financial LP
N/A—122,946-122,946-100%$15.3M———
Steward Partners Investment Advisory, LLC
N/A—122,855-122,855-100%$15.3M———
Bragg Financial Advisors, Inc
N/A—121,517-121,517-100%$15.2M———
Argent Advisors, Inc.
N/A—121,361-121,361-100%$15.1M———
Atlanta Consulting Group Advisors, LLC
N/A—120,060-120,060-100%$15.0M———
Earned Wealth Advisors, LLC
N/A—118,831-118,831-100%$14.8M———
Silver OAK Securities, Incorporated
N/A—116,734-116,734-100%$14.6M———
Gateway Wealth Partners, LLC
N/A—115,160-115,160-100%$14.4M———
MJP Associates Inc
N/A—113,757-113,757-100%$14.2M———
Commerce Bank
N/A—112,347-112,347-100%$14.0M———
Peapack Gladstone Financial Corp
N/A—110,571-110,571-100%$13.8M———
Legacy Edge Advisors, LLC
N/A—110,273-110,273-100%$13.8M———
Regimen Wealth, LLC
N/A—109,114-109,114-100%$13.6M———
Ancora Advisors LLCA
N/A—108,656-108,656-100%$13.6M———
Arax Advisory Partners
N/A—107,389-107,389-100%$13.4M———
Greenwich Wealth Management LLC
N/A—107,107-107,107-100%$13.4M———
Cauble & Harre Wealth Management, Inc.
N/A—107,080-107,080-100%$13.4M———
Vestmark Advisory Solutions, Inc.
N/A—107,050-107,050-100%$13.4M———
WealthCollab, LLC
N/A—104,901-104,901-100%$13.1M———
Advisory Services Network, LLC
N/A—104,035-104,035-100%$13.0M———
Dakota Wealth Management
N/A—103,520-103,520-100%$12.9M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—103,370-103,370-100%$12.9M———
Centaurus Financial, Inc.
N/A—100,652-100,652-100%$12.6M———
Wealthfront Advisers LLC
N/A—100,036-100,036-100%$12.5M———
Orion Porfolio Solutions, LLC
N/A—96,689-96,689-100%$12.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—96,555-96,555-100%$12.0M———
Foster & Motley Inc
N/A—94,547-94,547-100%$11.8M———
Beta Wealth Group, Inc.
N/A—94,529-94,529-100%$11.8M———
Objectivity Squared, LLC
N/A—93,956-93,956-100%$11.7M———
Dogwood Wealth Management LLC
N/A—93,148-93,148-100%$11.6M———
Collaborative Wealth Managment Inc.
N/A—91,438-91,438-100%$11.4M———
BSW Wealth Partners
N/A—90,770-90,770-100%$11.3M———
Pacific Life Fund Advisors LLC
N/A—90,333-90,333-100%$11.3M———
Bridgewealth Advisory Group, LLC
N/A—89,988-89,988-100%$11.2M———
Janney Montgomery Scott LLC
N/A—89,950-89,950-100%$11.2M———
Mutual Advisors, LLC
N/A—89,194-89,194-100%$11.1M———
Stratos Wealth Advisors, LLC
N/A—88,970-88,970-100%$11.1M———
Cahill Financial Advisors Inc
N/A—88,790-88,790-100%$11.1M———
Spwm Advisors LLC
N/A—88,407-88,407-100%$11.1M———
Cerity Partners LLC
N/A—87,642-87,642-100%$10.9M———
EP Wealth Advisors, LLC
N/A—87,426-87,426-100%$10.9M———
Equitable Holdings, Inc.
N/A—86,680-86,680-100%$10.8M———
Quantinno Capital Management LP
N/A—85,324-85,324-100%$10.6M———
Integrity Wealth Solutions LLC
N/A—85,116-85,116-100%$10.6M———
Arcadia Wealth Management, Inc.
N/A—83,881-83,881-100%$10.5M———
HRT Financial LP
N/A—79,581-79,581-100%$9.9M———
IAM Advisory, LLC
N/A—79,536-79,536-100%$9.9M———
Widmann Financial Services, Inc.
N/A—79,100-79,100-100%$9.9M———
Oak Wealth Advisors LLC
N/A—78,939-78,939-100%$9.8M———
Cloud Capital Management, LLC
N/A—78,710-78,710-100%$9.8M———
Navalign, LLC
N/A—78,452-78,452-100%$9.8M———
Sanchez Levi Garrett
N/A—75,406-75,406-100%$9.4M———
NCM Capital Management, LLC
N/A—75,403-75,403-100%$9.4M———
Cascade Financial Partners, LLC
N/A—72,006-72,006-100%$9.0M———
Tortoise Investment Management, LLC
N/A—71,494-71,494-100%$8.9M———
Level Four Advisory Services, LLC
N/A—71,391-71,391-100%$8.9M———
Western Wealth Management, LLC
N/A—70,359-70,359-100%$8.8M———
Tillman Hartley LLC
N/A—70,105-70,105-100%$8.7M———
Rialto Wealth Management, LLC
N/A—69,678-69,678-100%$8.7M———
Clark Capital Management Group, Inc.
N/A—69,236-69,236-100%$8.6M———
Nicolet Bankshares Inc
N/A—69,097-69,097-100%$8.6M———
Argent Trust Co
N/A—68,170-68,170-100%$8.5M———
WorthPointe, LLC
N/A—68,100-68,100-100%$8.5M———
Stokes Family Office, LLC
N/A—68,093-68,093-100%$8.5M———
SageView Advisory Group, LLC
N/A—67,429-67,429-100%$8.4M———
Plum Street Advisors, LLC
N/A—66,121-66,121-100%$8.2M———
Carr Financial Group Corp
N/A—65,180-65,180-100%$8.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—64,628-64,628-100%$8.1M———
BlueStem Wealth Partners, LLC
N/A—64,427-64,427-100%$8.0M———
Vawter Financial, Ltd.
N/A—64,214-64,214-100%$8.0M———
BlackRock, Inc.
N/A—62,633-62,633-100%$7.8M———
Sterneck Capital Management, LLC
N/A—61,958-61,958-100%$7.7M———
ATLas Financial Planning LLC
N/A—61,958-61,958-100%$7.7M———
Tiaa Trust, National Association
N/A—60,837-60,837-100%$7.6M———
Benningfield Financial Advisors, LLC
N/A—60,498-60,498-100%$7.5M———
Proactive Wealth Strategies LLC
N/A—57,654-57,654-100%$7.2M———
PCG Wealth Advisors, LLC
N/A—57,318-57,318-100%$7.2M———
Natixis Advisors, LLC
N/A—56,925-56,925-100%$7.1M———
Community Bank, N.A.
N/A—56,923-56,923-100%$7.1M———
Larch Capital Partners LLC
N/A—56,400-56,400-100%$7.0M———
Castle Wealth Management LLC
N/A—55,342-55,342-100%$6.9M———
Jackson Thornton Wealth Management, LLC
N/A—54,775-54,775-100%$6.8M———
Trailhead Planners LLC
N/A—54,765-54,765-100%$6.8M———
AllGen Financial Advisors, Inc.
N/A—54,610-54,610-100%$6.8M———
CoreFirst Bank & Trust
N/A—54,198-54,198-100%$6.8M———
CVA Family Office, LLC
N/A—53,906-53,906-100%$6.7M———
Maridea Wealth Management LLC
N/A—53,728-53,728-100%$6.7M———
Bravera Wealth
N/A—52,660-52,660-100%$6.6M———
Independent Advisor Alliance
N/A—52,364-52,364-100%$6.5M———
Orion Capital Management LLC
N/A—51,585-51,585-100%$6.4M———
Financial Plan, Inc.
N/A—48,709-48,709-100%$6.1M———
Qube Research & Technologies Ltd
N/A—47,706-47,706-100%$6.0M———
Renaissance Technologies LLC
N/A—47,692-47,692-100%$6.0M———
World Investment Advisors
N/A—46,252-46,252-100%$5.1M———
Thoroughbred Financial Services, LLC
N/A—45,388-45,388-100%$1.9K———
Aspire Capital Advisors LLC
N/A—45,096-45,096-100%$5.6M———
Gladstone Institutional Advisory LLC
N/A—43,980-43,980-100%$5.5M———
ForthRight Wealth Management, LLC
N/A—42,827-42,827-100%$5.3M———
Clifford Group, LLC
N/A—42,687-42,687-100%$5.3M———
McCartney Wealth Management LLC
N/A—41,841-41,841-100%$5.2M———
Silvercrest Asset Management Group LLC
N/A—41,272-41,272-100%$5.1M———
Mosaic Family Wealth Partners, LLC
N/A—40,913-40,913-100%$5.1M———
Passive Capital Management, Llc.
N/A—40,711-40,711-100%$4.2M———
MOR Wealth Management, LLC
N/A—40,523-40,523-100%$5.1M———
Summit Financial, LLC
N/A—40,284-40,284-100%$5.0M———
CIBC World Market Inc.
N/A—39,354-39,354-100%$4.9M———
Curio Wealth, LLC
N/A—39,290-39,290-100%$4.9M———
PFC Capital Group, Inc.
N/A—38,129-38,129-100%$4.8M———
IMA Advisory Services, Inc.
N/A—37,981-37,981-100%$4.7M———
Fidelis Capital Partners, LLC
N/A—37,976-37,976-100%$4.7M———
Harbour Investments, Inc.
N/A—37,484-37,484-100%$4.7M———
Cozad Asset Management Inc
N/A—37,158-37,158-100%$4.6M———
Parkwoods Wealth Partners, LLC
N/A—36,609-36,609-100%$4.6M———
Main Street Financial Solutions, LLC
N/A—36,508-36,508-100%$4.6M———
IF Advisors, LLC
N/A—36,284-36,284-100%$4.5M———
Dopkins Wealth Management, LLC
N/A—35,537-35,537-100%$4.4M———
IHT Wealth Management, LLC
N/A—35,297-35,297-100%$4.4M———
Generations Wealth, LLC
N/A—34,778-34,778-100%$4.3M———
Cornerstone Advisory, LLC
N/A—34,018-34,018-100%$4.2M———
Global Retirement Partners, LLC
N/A—33,826-33,826-100%$4.2M———
ProVise Management Group, LLC
N/A—33,721-33,721-100%$4.2M———
Steelhead Wealth Management LLC
N/A—33,500-33,500-100%$4.2M———
McLean Asset Management Corp
N/A—33,024-33,024-100%$4.1M———
Troutman Wealth Management, LLC
N/A—32,574-32,574-100%$4.1M———
Silver OAK Wealth Advisors Services, LLC
N/A—32,452-32,452-100%$4.0M———
Faithward Advisors, LLC
N/A—31,878-31,878-100%$4.0M———
Aptus Capital Advisors, LLC
N/A—31,795-31,795-100%$4.0M———
Fortis Capital Management LLC
N/A—31,722-31,722-100%$4.0M———
Altar Rock LLC
N/A—31,470-31,470-100%$3.9M———
Kingsview Wealth Management, LLC
N/A—30,871-30,871-100%$3.9M———
Captrust Financial Advisors
N/A—30,550-30,550-100%$3.8M———
Austin Wealth Management, LLC
N/A—29,743-29,743-100%$3.7M———
Bank of Nova Scotia
N/A—29,490-29,490-100%$3.7M———
Auxano Advisors, LLC
N/A—28,898-28,898-100%$3.6M———
First Manhattan Co. Llc.
N/A—26,855-26,855-100%$3.4M———
Clearstead Advisors, LLC
N/A—26,684-26,684-100%$3.3M———
Alpha Financial Advisors, LLC
N/A—26,212-26,212-100%$3.3M———
Heron Bay Capital Management
N/A—25,444-25,444-100%$3.2M———
Great Valley Advisor Group, Inc.
N/A—25,307-25,307-100%$3.2M———
Sequent Asset Management, LLC
N/A—24,324-24,324-100%$3.0M———
Balyasny Asset Management L.P.
N/A—24,300-24,300-100%$3.0M———
Stratos Wealth Partners, Ltd.
N/A—24,193-24,193-100%$3.0M———
Pasadena Private Wealth, LLC
N/A—24,184-24,184-100%$3.0M———
Continuum Advisory, LLC
N/A—23,571-23,571-100%$2.9M———
FMB Wealth Management
N/A—23,373-23,373-100%$2.9M———
Cardiff Park Advisors, LLC
N/A—23,206-23,206-100%$2.9M———
Ausdal Financial Partners, Inc.
N/A—22,655-22,655-100%$2.8M———
Kovack Advisors, Inc.
N/A—22,578-22,578-100%$2.8M———
Ariadne Wealth Management, LP
N/A—22,325-22,325-100%$2.8M———
O'shaughnessy Asset Management, LLC
N/A—21,449-21,449-100%$2.7M———
Principal Securities, Inc.
N/A—21,236-21,236-100%$2.6M———
HBE Wealth Management, LLC
N/A—21,037-21,037-100%$2.6M———
National Bank of Canada
N/A—20,077-20,077-100%$2.5M———
FMR LLC
N/A—19,788-19,788-100%$2.5M———
Kintra Wealth, LLC
N/A—19,750-19,750-100%$2.5M———
Seeds Investor LLC
N/A—19,611-19,611-100%$2.4M———
Motco
N/A—19,188-19,188-100%$2.4M———
Maimon Wealth Management Ltd.
N/A—18,910-18,910-100%$2.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—18,680-18,680-100%$2.3M———
Arkadios Wealth Advisors
N/A—18,343-18,343-100%$2.3M———
Spartan Wealth Advisory Services LLC
N/A—18,308-18,308-100%$2.3M———
Fisher Asset Management, LLC
N/A—18,055-18,055-100%$2.3M———
Belpointe Asset Management LLC
N/A—17,833-17,833-100%$2.2M———
Per Stirling Capital Management, Llc.
N/A—17,151-17,151-100%$2.1M———
SVB Wealth LLC
N/A—16,658-16,658-100%$2.1M———
Uniting Wealth Partners, LLC
N/A—16,474-16,474-100%$2.1M———
Tower Wealth Partners, Inc.
N/A—16,292-16,292-100%$2.0M———
Sachetta, LLC
N/A—16,208-16,208-100%$2.0M———
First Citizens Asset Management, Inc.
N/A—15,663-15,663-100%$2.0M———
Benjamin Edwards Inc
N/A—15,625-15,625-100%$1.9M———
Goldstone Financial Group, LLC
N/A—15,525-15,525-100%$1.9M———
Nuveen, LLC
N/A—15,258-15,258-100%$1.9M———
Peak Planning Group, LLC
N/A—15,149-15,149-100%$1.9M———
CreativeOne Wealth, LLC
N/A—14,944-14,944-100%$1.9M———
Johnson Investment Counsel Inc
N/A—14,823-14,823-100%$1.8M———
Financial Engines Advisors L.L.C.
N/A—14,705-14,705-100%$1.8M———
Stonebridge Financial Group, LLC / MO
N/A—14,320-14,320-100%$1.8M———
Transcend Capital Advisors, LLC
N/A—14,145-14,145-100%$1.8M———
John A. Wolfe & Associates, Inc.
N/A—13,549-13,549-100%$1.7M———
Seaside Wealth Management, Inc.
N/A—13,334-13,334-100%$1.7M———
NorthRock Partners, LLC
N/A—13,018-13,018-100%$1.6M———
PFG Investments, LLC
N/A—12,607-12,607-100%$1.6M———
WMS Group LLC
N/A—12,274-12,274-100%$1.5M———
AE Wealth Management LLC
N/A—11,834-11,834-100%$1.5M———
North Star Asset Management Inc
N/A—11,781-11,781-100%$1.5M———
Trajan Wealth LLC
N/A—11,601-11,601-100%$1.4M———
Northeast Planning Associates, Inc. / NH /
N/A—11,523-11,523-100%$1.3M———
CSS LLC
N/A—10,429-10,429-100%$1.3M———
Denver Wealth Management, Inc.
N/A—10,162-10,162-100%$1.3M———
D. E. Shaw & Co., Inc.
N/A—10,121-10,121-100%$1.3M———
Symphony Financial Services, Inc.
N/A—10,115-10,115-100%$1.3M———
Fortune Financial Advisors, LLC
N/A—10,062-10,062-100%$1.3M———
Brown Advisory Inc
N/A—9,964-9,964-100%$1.2M———
Vistica Wealth Advisors, LLC
N/A—9,934-9,934-100%$1.2M———
Vines Capital Management, LLC
N/A—9,829-9,829-100%$1.2M———
Tyche Wealth Partners LLC
N/A—9,754-9,754-100%$1.2M———
Aspen Capital Management, LLC
N/A—9,752-9,752-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—9,420-9,420-100%$1.2M———
Citadel Advisors LLC
N/A—9,398-9,398-100%$1.2M———
Pine Valley Investments Ltd Liability Co
N/A—8,640-8,640-100%$1.1M———
Harbour Investment Management LLC
N/A—8,621-8,621-100%$1.1M———
Curi Capital, LLC
N/A—8,620-8,620-100%$1.1M———
IFG Advisory, LLC
N/A—8,568-8,568-100%$1.1M———
Leavell Investment Management, Inc.
N/A—8,316-8,316-100%$1.0M———
Exit Wealth Advisors, Llc.
N/A—8,267-8,267-100%$1.0M———
Corus Family Wealth Advisors
N/A—8,097-8,097-100%$1.0M———
Caprock Group, LLC
N/A—7,918-7,918-100%$988.0K———
Pinnacle Financial Partners, Inc.
N/A—7,782-7,782-100%$970.9K———
Northern Trust Corp
N/A—7,580-7,580-100%$945.7K———
Camarda Financial Advisors, LLC
N/A—7,481-7,481-100%$933.3K———
Wealthspire Retirement, LLC
N/A—7,320-7,320-100%$913.2K———
Moneta Group Investment Advisors LLC
N/A—7,151-7,151-100%$892.2K———
Two Sigma Securities, LLC
N/A—7,127-7,127-100%$889.2K———
Pitti Group Wealth Management, LLC
N/A—7,112-7,112-100%$887.3K———
Keating Financial Advisory Services, Inc.
N/A—6,958-6,958-100%$868.1K———
Valmark Advisers, Inc.
N/A—6,800-6,800-100%$848.4K———
Keystone Financial Services, LLC
N/A—6,623-6,623-100%$826.3K———
Capasso Planning Partners LLC
N/A—6,558-6,558-100%$818.2K———
OakTrust Wealth Advisors, LLC
N/A—6,518-6,518-100%$813.2K———
TRB Wealth Management, LLC
N/A—6,492-6,492-100%$810.0K———
Gotham Asset Management, LLC
N/A—6,393-6,393-100%$797.6K———
Zacks Investment Management
N/A—6,387-6,387-100%$797.0K———
Aegis Wealth Management LLC
N/A—6,376-6,376-100%$795.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—6,274-6,274-100%$782.7K———
Geneos Wealth Management Inc.
N/A—6,248-6,248-100%$779.5K———
Darden Wealth Group Inc
N/A—6,200-6,200-100%$773.5K———
Slagle Financial, LLC
N/A—6,172-6,172-100%$770.0K———
IEQ Capital, LLC
N/A—6,127-6,127-100%$764.4K———
Gambit Capital Management, LLC
N/A—6,064-6,064-100%$756.5K———
Bridgewater Advisors Inc.
N/A—6,047-6,047-100%$768.2K———
Astoria Portfolio Advisors Llc.
N/A—5,741-5,741-100%$716.2K———
Navis Wealth Advisors, LLC
N/A—5,735-5,735-100%$715.5K———
Keel Point, LLC
N/A—5,415-5,415-100%$675.6K———
Brown Brothers Harriman & Co
N/A—5,240-5,240-100%$653.7K———
Point72 Asset Management, L.P.
N/A—5,068-5,068-100%$632.3K———
OneAscent Financial Services LLC
N/A—5,040-5,040-100%$628.8K———
Intentional Wealth Strategies, LLC
N/A—5,008-5,008-100%$624.8K———
Perennial Investment Advisors, LLC
N/A—5,001-5,001-100%$623.9K———
Atlas Wealth LLC
N/A—4,934-4,934-100%$615.6K———
Landing Point Financial Group, LLC
N/A—4,698-4,698-100%$586.1K———
Pure Financial Advisors, LLC
N/A—4,562-4,562-100%$569.2K———
Colonial Trust Co / SC
N/A—4,505-4,505-100%$562.0K———
Guardian Wealth Advisors, LLC / NC
N/A—4,076-4,076-100%$508.5K———
Fortis Capital Advisors, LLC
N/A—4,031-4,031-100%$502.9K———
Mayport, LLC
N/A—4,012-4,012-100%$500.5K———
V2 Financial group LLC
N/A—3,963-3,963-100%$494.4K———
Sankala Group LLC
N/A—3,890-3,890-100%$494.0K———
Liberty Wealth Management LLC
N/A—3,841-3,841-100%$424.3K———
BCR Wealth Strategies, LLC
N/A—3,791-3,791-100%$472.0K———
Calton & Associates, Inc.
N/A—3,610-3,610-100%$450.4K———
Inspire Advisors, LLC
N/A—3,587-3,587-100%$447.4K———
Entelevest, LLC
N/A—3,586-3,586-100%$447.4K———
Vance Wealth, LLC
N/A—3,547-3,547-100%$442.5K———
Baldwin Investment Management, LLC
N/A—3,519-3,519-100%$439.0K———
Keystone Financial Group
N/A—3,487-3,487-100%$435.1K———
Anchor Investment Management, LLC
N/A—3,465-3,465-100%$432.3K———
United Capital Financial Advisors, LLC
N/A—3,424-3,424-100%$427.1K———
Bessemer Group Inc
N/A—3,343-3,343-100%$417.0K———
Investment Advisory Group, LLC
N/A—3,332-3,332-100%$415.7K———
Roehl & Yi Investment Advisors, LLC
N/A—3,210-3,210-100%$400.5K———
Bedel Financial Consulting, Inc.
N/A—3,190-3,190-100%$398.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,177-3,177-100%$396.3K———
Wealthspire Advisors, LLC
N/A—3,129-3,129-100%$390.4K———
WealthTrust Axiom LLC
N/A—3,108-3,108-100%$387.8K———
Blair William & Co
N/A—3,057-3,057-100%$381.4K———
Magnolia Private Wealth, LLC
N/A—3,048-3,048-100%$380.3K———
GWN Securities Inc.
N/A—3,020-3,020-100%$376.8K———
Susquehanna International Group, LLP
N/A—3,010-3,010-100%$375.5K———
Grand Wealth Management, LLC
N/A—2,992-2,992-100%$373.3K———
Vertex Planning Partners, LLC
N/A—2,980-2,980-100%$371.7K———
Atomic Invest LLC
N/A—2,938-2,938-100%$366.2K———
Cornerstone Capital, Inc.
N/A—2,804-2,804-100%$349.8K———
First Trust Advisors LP
N/A—2,671-2,671-100%$333.2K———
XTX Topco Ltd
N/A—2,664-2,664-100%$332.4K———
Callan Family Office, LLC
N/A—2,638-2,638-100%$329.1K———
Cannon Wealth Management Services, LLC
N/A—2,600-2,600-100%$324.4K———
Wallace Advisory Group, LLC
N/A—2,565-2,565-100%$320.0K———
Empire Financial Management Company, LLC
N/A—2,561-2,561-100%$319.5K———
Osprey Private Wealth LLC
N/A—2,472-2,472-100%$308.4K———
Millington Financial Advisors, LLC
N/A—2,450-2,450-100%$307.1K———
Strategic Financial Concepts, LLC
N/A—2,440-2,440-100%$304.4K———
Tower Research Capital LLC (TRC)
N/A—2,301-2,301-100%$287.1K———
Cary Street Partners Financial LLC
N/A—2,250-2,250-100%$280.7K———
Permanent Capital Management, LP
N/A—2,248-2,248-100%$280.5K———
Icon Wealth Advisors, LLC
N/A—2,232-2,232-100%$278.4K———
Resurgent Financial Advisors LLC
N/A—2,180-2,180-100%$272.0K———
Range Advisory, LLC
N/A—2,178-2,178-100%$271.7K———
Berger Financial Group, Inc
N/A—2,154-2,154-100%$268.7K———
360 Financial, Inc.
N/A—2,147-2,147-100%$267.8K———
Empirical Finance, LLC
N/A—1,992-1,992-100%$248.5K———
Fiduciary Trust Co
N/A—1,986-1,986-100%$247.8K———
Meridian Wealth Advisors, LLC
N/A—1,985-1,985-100%$247.6K———
Ponta Wealth Partners, LLC
N/A—1,953-1,953-100%$243.7K———
Smith, Moore & Co.
N/A—1,943-1,943-100%$242.4K———
Dorsey & Whitney Trust Co LLC
N/A—1,921-1,921-100%$239.7K———
Coldstream Capital Management Inc
N/A—1,916-1,916-100%$239.0K———
Federation des caisses Desjardins du Quebec
N/A—1,907-1,907-100%$237.7K———
UMB Bank, n.a.
N/A—1,844-1,844-100%$230.1K———
SHP Wealth Management
N/A—1,807-1,807-100%$225.4K———
Arrowroot Family Office, LLC
N/A—1,748-1,748-100%$218.1K———
J. M. Brown & Associates Inc.
N/A—1,746-1,746-100%$217.8K———
Squarepoint Ops LLC
N/A—1,658-1,658-100%$206.9K———
Professional Financial Solutions LLC
N/A—1,640-1,640-100%$204.6K———
Forge Financial Services LLC
N/A—1,639-1,639-100%$204.5K———
Founders Financial Alliance, LLC
N/A—1,631-1,631-100%$203.5K———
HBK Sorce Advisory LLC
N/A—1,624-1,624-100%$206.6K———
Regatta Research & Money Management
N/A—1,551-1,551-100%$193.5K———
BFC Planning, Inc.
N/A—1,434-1,434-100%$178.9K———
PlanVest Financial, Inc
N/A—1,377-1,377-100%$171.9K———
Advyzon Investment Management, LLC
N/A—1,239-1,239-100%$154.6K———
Synergy Investment Management, LLC
N/A—941-941-100%$117.4K———
Aventura Private Wealth, LLC
N/A—795-795-100%$99.2K———
Bogart Wealth, LLC
N/A—705-705-100%$88.0K———
Johnson Financial Group, Inc.
N/A—699-699-100%$87.2K———
Dunhill Financial, LLC
N/A—695-695-100%$86.7K———
Medallion Wealth Advisors, LLC
N/A—658-658-100%$82.1K———
Tidemark, LLC
N/A—635-635-100%$79.3K———
Clearstead Trust, LLC
N/A—579-579-100%$72.2K———
Operose Advisors LLC
N/A—555-555-100%$69.2K———
Russell Investments Group, Ltd.
N/A—525-525-100%$65.5K———
Crewe Advisors LLC
N/A—519-519-100%$64.8K———
Vanguard Advisers Inc
N/A—488-488-100%$60.9K———
Hantz Financial Services, Inc.
N/A—424-424-100%$53.0K———
Hollencrest Capital Management
N/A—345-345-100%$43.0K———
Basepoint Wealth LLC
N/A—329-329-100%$41.0K———
Bellevue Asset Management, LLC
N/A—307-307-100%$38.3K———
Rogco, LP
N/A—305-305-100%$38.1K———
CNB Bank
N/A—303-303-100%$37.8K———
JDM Financial Group LLC
N/A—299-299-100%$37.3K———
Ameriflex Group, Inc.
N/A—290-290-100%$36.2K———
Top Private Wealth Llc.
N/A—260-260-100%$32.4K———
UBS Asset Management Americas LLC
N/A—258-258-100%$32.2K———
Kerr Financial Planning Corp
N/A—244-244-100%$30.4K———
GeoWealth Management, LLC
N/A—226-226-100%$28.2K———
Allied Private Wealth LLC
N/A—217-217-100%$26.6K———
Meramec Financial Planners, LLC
N/A—195-195-100%$24.5K———
Private Wealth Asset Management, LLC
N/A—188-188-100%$23.5K———
Tiaa Wealth Investment Management LLC
N/A—166-166-100%$20.7K———
Morris Financial Concepts, Inc.
N/A—164-164-100%$20.5K———
Whittier Trust Co of Nevada Inc
N/A—157-157-100%$19.3K———
Glenmede Trust Co NA
N/A—149-149-100%$18.6K———
Franklin Resources Inc
N/A—145-145-100%$18.1K———
Crews Bank & Trust
N/A—120-120-100%$15.0K———
Longview Financial Advisors LLC
N/A—111-111-100%$13.8K———
Parvin Asset Management, LLC
N/A—110-110-100%$13.7K———
Collier Financial
N/A—109-109-100%$13.6K———
Raffa Wealth Management, LLC
N/A—102-102-100%$12.8K———
Nova Wealth Management, Inc.
N/A—75-75-100%$9.4K———
IAG Wealth Partners, LLC
N/A—43-43-100%$5.4K———
Tanglewood Legacy Advisors, LLC
N/A—42-42-100%$5.2K———
Millstone Evans Group, LLC
N/A—22-22-100%$2.7K———
Cary Street Partners Investment Advisory LLC
N/A—22-22-100%$2.7K———
Strategic Wealth Partners, Ltd.
N/A—18-18-100%$2.2K———
Mpwm Advisory Solutions, LLC
N/A—9-9-100%$1.1K———
Addison Advisors LLC
N/A—6-6-100%$803———
Strive Financial Group,LLC
N/A—5-5-100%$626———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 1233 of 1233 institutions